GreatBanc Trust Company
Address: 801 Warrenville Rd # 500, Lisle, IL 60532 Hours: Closes soon: 5PM ⋅ Opens 8AM Thu Wednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (888) 647-4282: Category: : Place name: : Website: : : : Website: http://www.greatbanctrust.com/ Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of GreatBanc Trust Co Posting publicly on the Web Write a review Reviews 3 Google reviews From GreatBanc Trust Co "GreatBanc Trust Company is nationally recognized as a highly skilled, independent ERISA fiduciary with a specialization in ESOPs. GreatBanc provides ESOP trustee services for hundreds of ESOPs throughout the United States, with plan assets ranging...More "GreatBanc Trust Company is nationally recognized as a highly skilled, independent ERISA fiduciary with a specialization in ESOPs. GreatBanc provides ESOP trustee services for hundreds of ESOPs throughout the United States, with plan assets ranging from approximately $1 million to $9 billion. GreatBanc has extensive experience with ESOP purchases and sales, ESOP administration, corporate governance and ESOP valuation."
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GreatBanc Trust Company Employees
TransUnion March 2014 - Present
Molex November 2009 - February 2014
Molex August 2003 - November 2009
GreatBanc Trust Company February 2001 - August 2003
Calamos Asset Management October 1999 - February 2001
Skills
Certified Public..., PeopleSoft, Payroll, Employee Benefits, SAP, Sarbanes-Oxley Act, Accounting, Acquisition Integration, Deferred Compensation, Sarbanes-Oxley, Process Improvement, Mergers, Benefits Administration, Financial Reporting, Auditing, Internal Audit, Analysis, Cash Management, Compensation, Variance Analysis, Human Resources, Account Reconciliation, Salary, Compensation Structures, Financial Accounting, Hyperion Enterprise, Financial Analysis, Journal Entries, General Ledger, Job Descriptions, SAP HR
Education
Benedictine University 2002 — 2003
Master of Business Administration (M.B.A.), Finance
Benedictine University 1996 — 2001
Bachelor of Arts (B.A.), Business and Economics
First Bankers Trust Services, Inc. October 2011 - Present
GreatBanc Trust Company 1999 - 2010
Skills
Counterparty Risk, Business Valuation, Business Strategy, Series 24, Finance, Mergers, Employee Benefits, Investments, Turn Around Management, Calypso, Executive Pay, ERISA, Portfolio Management, Hedge Funds, Stocks, Variable Annuities, Exit Strategies, Valuation, Equity Capital Markets, Wholesale Banking, Capital, Tax, Business, Pensions, Corporate Governance, ESOP, Venture Capital, Private Placements, Mergers & Acquisitions, Private Equity, Fiduciary Services, Due Diligence, Corporate Development, Trustee, Financial Advisory, Capital Raising, Corporate Law, Securities, M&A experience, Divestitures, Leveraged Finance, Profit Sharing, IPO, Financial Structuring, 401k
Education
Indiana University Bloomington
BA English, English Literature, Sociology
GreatBanc Trust Company January 2006 - Present
LaSalle Bank February 2004 - December 2005
North Star Trust Company 1999 - 2004
Skills
ESOP, ERISA, Business Valuation, Retirement, Succession Planning, Employee Benefits, ALM, Investment Advisory, 401k, Profit Sharing, Mutual Funds, Strategic Financial..., Investments, Wealth Management
Education
Michigan State University 1978 — 1982
BA, Business Administration
University of Detroit Mercy
MBA, Business Administration
GreatBanc Trust Company November 2012 - Present
Greatbanc Trust Company January 2012 - Present
LaSalle Bank August 1994 - November 2005
Skills
ESOP, Financial Transactions, Mergers & Acquisitions, Financial Analysis, Strategic Financial..., Mergers, Executive Management, Corporate Finance, Strategic Planning, Business Valuation, Mezzanine, ERISA, Fiduciary Services, Investments, Internal Controls, Due Diligence, Corporate Governance, Tax, Asset Management, Trustee, Wealth Management, Executive Pay, Securities, Private Equity, Portfolio Management, Business Strategy, Restructuring
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MBA
Penn State University 1965 — 1967
BS, Accounting
Home January 2015 - Present
GreatBanc Trust Company November 2005 - December 2014
LaSalle Bank 1994 - 2005
Skills
Valuation, Private Equity, ERISA, Mergers & Acquisitions, Capital Structure, Fiduciary, Retirement, ESOP, Investments, Due Diligence, Corporate Finance, Corporate Governance, Financial Analysis, Finance, Financial Modeling, Management, Fairness Opinions, Business Valuation, 401k, Employee Benefits, Treasury Management, Mergers
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MBA, Finance
Penn State University 1965 — 1967
B. S., Accounting
GreatBanc Trust Company January 2013 - Present
GreatBanc Trust Company October 2010 - December 2012
GreatBanc Trust Company 2009 - 2010
GreatBanc Trust Company February 2004 - October 2009
Gardner Carton & Douglas 2000 - 2004
Holleb & Coff September 1998 - 2000
Skills
Qualified Retirement..., Cash Management, Trusts, Fiduciary, Retirement Planning, Business Valuation, Financial Analysis, ERISA, Investments, ESOP, Strategic Financial..., Relationship Management, Succession Planning, Corporate Finance, Mutual Funds, Portfolio Management, Asset Management, Risk Management, Wealth Management, Strategic Planning, Banking, Commercial Banking, Mergers & Acquisitions, Executive Management, Corporate Law, Investment Advisory, Securities, Hedge Funds, Private Equity, Corporate Governance
Education
DePaul University 1994 — 1998
J.D./M.B.A.
University of Illinois at Urbana-Champaign 1988 — 1992
B.S., Finance
GiGi's Playhouse, Fox Valley - Downs Syndrome Awareness Center September 2010 - Present
Renegades Basketball & Training January 2004 - Present
GreatBanc Trust Company July 2001 - Present
National City Bank 1995 - 2001
BMO Harris Private Banking 1993 - 1995
Aon/Godwins/Miller, Mason & Dickenson 1991 - 1993
Skills
ESOP, Mergers, ERISA, Investments, Fairness Opinions, Retirement, Defined Benefit, Pensions, 401k, Corporate Finance, Strategic Planning, Portfolio Management, Executive Pay, Asset Managment, Strategic Financial..., Risk Management, Profit Sharing, Corporate Governance, Due Diligence, Business Valuation, Mergers & Acquisitions, Investment Advisory, Mutual Funds, Investment Management, Asset Management, Financial Planning
Education
Benedictine University 1985 — 1989
BS, Mathematics
Benedictine University 1985 — 1989
Benedictine University 1985 — 1989
Quigley 1981 — 1985
PMA Securities, Inc. February 2012 - Present
Amalgamated Bank of Chicago August 2006 - February 2012
GreatBanc Trust Company September 2005 - August 2006
Long Beach Mortgage Company March 2005 - September 2005
Surgeons Ltd. September 1995 - August 2005
Amalgamated Bank of Chicago April 2004 - February 2005
Amalgamated Bank of Chicago November 2003 - April 2004
Dickson October 2000 - August 2001
Hilton Worldwide March 1999 - September 2000
Merrill Lynch Conference Center July 1998 - January 1999
Skills
Commercial Banking, Banking, Fixed Income, Equities, Bonds, Asset Management, Portfolio Management, Customer Service, Investments, Trading, Loans, Management, Valuation, Securities, Analysis
Education
Roosevelt University 2001 — 2003
Bachelor of Science, Finance and Management
College of DuPage 1997 — 2001
Associate in Arts, Business
ATG Trust Company September 1998 - Present
Marine Trust & Investment Co. 1997 - 1998
GreatBanc Trust Company 1995 - 1997
Skills
Trust Operations, Financial Analysis, Wealth Management, Accounting, Banking, Securities, Financial Planning
Education
Benedictine University 1992 — 1996
Master of Business Administration (MBA), Finance
University of Iowa 1985 — 1989
Bachelor of Business Administration (BBA), Finance, General
Cannon Financial Institute
GreatBanc Trust Company July 2014 - Present
Hoosier Sugar Mama June 2013 - Present
Target June 2008 - April 2014
Monroe County Library March 2011 - April 2011
Dough It, Inc. January 2009 - May 2009
The Light The Night Walk June 2007 - July 2007
Softball Team February 2007 - June 2007
Hobson West Pool June 2006 - August 2006
Skills
Customer Service, Cash Handling, Excel, Word, PowerPoint, Writing, Organization, Crunching Numbers, Friendly Personality, Kindness, Open Minded, Employee Training, Leadership, Self-motivated Team..., Business Planning, Microsoft Excel, Microsoft Word
Education
North Central College 2013 — 2014
Bachelor of Arts (B.A.), Economics, 3.2
Indiana University - Kelley School of Business 2010 — 2013
Operations/Supply Chain Management
GreatBanc Trust Company 2004 - 2006
Fifth Third Bank 1998 - 2001
National City Bank 1996 - 1998
CTC Illinois Trust Company/Bank of America/Continental Bank 1994 - 1996
Skills
Employee Benefits, Banking, Training, Budgets
Education
Roosevelt University
BA, Economics
GreatBanc Trust Company June 2014 - Present
M&I Financial Advisors September 2006 - May 2012
M&I Wealth Management, a part of BMO Financial Group September 2006 - May 2012
Wintrust Financial Corporation December 2001 - September 2006
Old Kent February 1997 - December 2001
Marshall Funds March 1993 - February 1997
Marshall & Ilsley Trust Company May 1983 - March 1993
Skills
Trust Management, Investment Management, Private Banking, Wealth, Asset Managment, Investments, Banking, Securities, Loans, Strategic Financial..., Portfolio Management, Due Diligence, Financial Services, Risk Management, Corporate Governance, Mergers, Estate Planning, Mutual Funds, Mergers & Acquisitions, Series 7, Asset Management, Investment Advisory, Funding, Relationship Management
Education
University of Wisconsin Law School 1980 — 1983
J.D.
Marquette University 1976 — 1980
A.B., Political Science
Deloitte August 2013 - Present
GreatBanc Trust Company October 2011 - July 2013
AAUW Chicago, Inc. May 2010 - May 2012
NRC Realty & Capital Advisors, LLC December 2007 - October 2009
Heartland Blood Centers March 2000 - December 2005
Skills
Microsoft Office, Customer Service, Budgets, Social Media, Event Planning, Project Management, Marketing, PowerPoint, Microsoft Word, Photoshop, Travel Planning, Trade Shows, C-Suite Support, Business Travel, Multi-level..., Coordinating Events, Fiduciary Services, Consulting, Meeting Scheduling, Document Management, Printing Solutions, Expense Reports, International Travel, Adobe Acrobat, SnagIt, Business Partner Support
Education
Roosevelt University 2005 — 2007
Master of Arts (M.A.), Women's Studies with Psychology concentration
Governors State University
Bachelor of Arts (B.A.), Psychology, Communications
Victor J Andrew HS 1995 — 1999
High School
Devon Bank February 2014 - Present
Old Second National Bank May 2013 - February 2014
GreatBanc Trust Company July 2002 - May 2013
Banco Popular NA, Trust Division May 1998 - July 2002
Skills
Investments, Administration, Portfolio Management, Financial Planning, Executive Management, Financial Reporting, Strategic Financial..., Leadership, Finance, Wealth Management, Budgets, Asset Management, Investment Management
Education
Western Illinois University 1982 — 1986
BB, Management, Finance, Economics
DePaul University
Financial Planning
Northern Illinois University
MBA
Amalgamated Bank of Chicago January 2012 - Present
Amalgamated Bank of Chicago May 2010 - January 2012
Amalgamated Bank of Chicago March 2008 - May 2010
GreatBanc Trust Company June 2005 - March 2008
BMO Harris Bank 2004 - 2005
CNA Insurance July 2002 - March 2004
Zurich Scudder Investments November 1999 - August 2001
Zurich Scudder Investments August 1999 - November 1999
Zurich Scudder Investments May 1999 - August 1999
Zurich Scudder Investments October 1998 - May 1999
Skills
Banking, Account Reconciliation
Education
Saint Xavier University
BA, Accounting
Elk Grove Park District October 2011 - Present
GreatBanc Trust Company October 2008 - May 2011
Michael Stone Group 2005 - 2008
American Funds 1992 - 1995
Skills
Accounting, Data Entry, Deposits, Financial Analysis, Strategic Financial..., Customer Service, Microsoft Money, Cash Management, Outlook, Microsoft Excel, Office Management, Microsoft Word, Balance, Microsoft Office, Financial Statements, Lines Of Credit, Investments, Credit
Education
Old Dominion University 1993 — 1995
Professional Financial Planner, Finance, Passed
Lake Forest College 1985 — 1989
Bachelor of Arts, Accounting/Business
OfficeMax - recently acquired by Office Depot & corporate headquarters relocated to Florida. 2007 - January 2015
GreatBanc Trust Company 1999 - 2007
Citibank Federal Savings Bank 1984 - 1999
Skills
Period End Closing, Financial Reporting, General Ledger, Financial Analysis, Accounting, Banking, Fiannce, Accruals, Financial Statements, Accounts Payable, Accounts Receivable, Budgets, Auditing, Financial Accounting, Account Reconciliation, Finance
Education
Roosevelt University
Master of Science (M.S.), Accounting
St. Joseph's College (IN)
Bachelor of Science (B.S.), Business Management