GreatBanc Trust Company

Description

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 Unable to add this file. Please check that it is a valid photo. "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

Employee
Years
Job
Industry
Amy Buckley, CPA Amy Buckley, CPA Greater Chicago Area Details
Amy Buckley, CPA's GreatBanc Trust Company Experience February 2001 - August 2003
Job Compensation Consultant at TransUnion
Industry Human Resources
Experience
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

Marilyn Marchetti Marilyn Marchetti Greater Chicago Area Details
Marilyn Marchetti's GreatBanc Trust Company Experience 1999 - 2010
Job Corporate Advisor, Employee Benefits Counsel
Industry Capital Markets
Experience
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

Anne Umlauf Anne Umlauf Greater Chicago Area Details
Anne Umlauf's GreatBanc Trust Company Experience January 2006 - Present
Job Senior Vice President at GreatBanc Trust Company
Industry Financial Services
Experience
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

Vaughn Gordy Vaughn Gordy Greater Chicago Area Details
Vaughn Gordy's GreatBanc Trust Company Experience November 2012 - Present
Job Chairman at GreatBanc Trust Company
Industry Banking
Experience
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

Vaughn Gordy Vaughn Gordy Greater Chicago Area Details
Vaughn Gordy's GreatBanc Trust Company Experience November 2005 - December 2014
Job Chairman & CEO at GreatBanc Trust Company
Industry Financial Services
Experience
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

Jim Staruck Jim Staruck Greater Chicago Area Details
Jim Staruck's GreatBanc Trust Company Experience January 2013 - Present
Job President & Chief Executive Officer
Industry Financial Services
Experience
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

Patrick DeCraene Patrick DeCraene Greater Chicago Area Details
Patrick DeCraene's GreatBanc Trust Company Experience July 2001 - Present
Job Employee Stock Ownership Plans, ERISA Fiduciary
Industry Financial Services
Experience
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

April Lepic April Lepic Naperville, Illinois Details
April Lepic's GreatBanc Trust Company Experience September 2005 - August 2006
Job Public Finance Associate at PMA Securities, Inc.
Industry Financial Services
Experience
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

Kathie Butts Kathie Butts Oswego, Illinois Details
Kathie Butts's GreatBanc Trust Company Experience 1995 - 1997
Job Vice President Operations at ATG Trust Company
Industry Financial Services
Experience
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

Sarah Bahou Sarah Bahou Naperville, Illinois Details
Sarah Bahou's GreatBanc Trust Company Experience July 2014 - Present
Job Trust Administrator at Great Banc Trust Company
Industry Financial Services
Experience
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

Bethany Wells Bethany Wells Greater Chicago Area Details
Bethany Wells's GreatBanc Trust Company Experience 2004 - 2006
Job Financial Professional
Industry Banking
Experience
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

James Duca James Duca Greater Chicago Area Details
James Duca's GreatBanc Trust Company Experience June 2014 - Present
Job Managing Director Private Wealth Management at GreatBanc Trust Company
Industry Financial Services
Experience
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

Missy Meegan Missy Meegan Greater Chicago Area Details
Missy Meegan's GreatBanc Trust Company Experience October 2011 - July 2013
Job Senior Administrative Assistant at Deloitte
Industry Management Consulting
Experience
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

James Benz James Benz Greater Chicago Area Details
James Benz's GreatBanc Trust Company Experience July 2002 - May 2013
Job Sr. Vice President, Head of Trust and Investment Services at Devon Bank
Industry Financial Services
Experience
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

Christina Markgraf Christina Markgraf Greater Chicago Area Details
Christina Markgraf's GreatBanc Trust Company Experience June 2005 - March 2008
Job Experienced Financial Services Professional
Industry Financial Services
Experience
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

Suzanne DeBartolo Suzanne DeBartolo Greater Chicago Area Details
Suzanne DeBartolo's GreatBanc Trust Company Experience October 2008 - May 2011
Job Customer Service Representative at Elk Grove Park District
Industry Banking
Experience
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

Larry May Larry May Aurora, Illinois Details
Larry May's GreatBanc Trust Company Experience 1999 - 2007
Job Senior Financial Analyst at OfficeMax
Industry Retail
Experience
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