Harris Private Bank
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Harris Private Bank Employees
Employee
Years
Job
Industry
Nancy Hermann Nancy Hermann's Harris Private Bank Experience October 2010 - October 2011
Job Senior Vice President, Managing Director at The Private Client Reserve of US Bank
Industry Financial Services
Experience
US Bank November 2011 - Present
Harris Private Bank October 2010 - October 2011
Harris Private Bank October 2007 - September 2010
Harris Private Bank May 2004 - October 2007
Northern Trust Company December 1994 - June 2003
LaSalle Bank 1983 - 1994
Skills
Wealth Management, Commercial Banking, Investments, Portfolio Management, Banking, Credit, Wealth Management..., Trust Services, Capital Gains Tax, Retirement Planning, Team Leadership, Financial Services, Management, Wealth, Asset Managment, Income Tax, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1984 — 1987
MBA, Finance and Marketing
University of Illinois at Urbana-Champaign 1979 — 1983
BA, Economics
US Bank November 2011 - Present
Harris Private Bank October 2010 - October 2011
Harris Private Bank October 2007 - September 2010
Harris Private Bank May 2004 - October 2007
Northern Trust Company December 1994 - June 2003
LaSalle Bank 1983 - 1994
Skills
Wealth Management, Commercial Banking, Investments, Portfolio Management, Banking, Credit, Wealth Management..., Trust Services, Capital Gains Tax, Retirement Planning, Team Leadership, Financial Services, Management, Wealth, Asset Managment, Income Tax, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1984 — 1987
MBA, Finance and Marketing
University of Illinois at Urbana-Champaign 1979 — 1983
BA, Economics
Pamela Grieco Pamela Grieco's Harris Private Bank Experience December 2005 - April 2010
Job VP, Mortgage Loan Originator at Arizona Bank & Trust
Industry Financial Services
Experience
Arizona Bank & Trust April 2015 - Present
Arizona Bank & Trust January 2012 - Present
BMO Harris Private Banking December 2005 - April 2010
Harris Private Bank December 2005 - April 2010
First International Bank June 2002 - December 2005
Northern Trust Bank May 2000 - May 2002
Roy Papp & AssociatesMutual Fund January 1997 - January 2000
Skills
Portfolio Management, Investments, Financial Planning, Mutual Funds, Estate Planning, Business Development, Insurance, New Business Development, Management, Investment Management, Accounting, Tax, Wealth, Private Banking, Wealth Management, Loans
Education
Caldwell
Bachelors Degree, Business Administration & Accounting
Caldwell University
B.S. in Accounting, Accounting
Montclair State University
Masters Degree in Economics, Economics
Montclair State University
Masters Degree, Economics
Arizona Bank & Trust April 2015 - Present
Arizona Bank & Trust January 2012 - Present
BMO Harris Private Banking December 2005 - April 2010
Harris Private Bank December 2005 - April 2010
First International Bank June 2002 - December 2005
Northern Trust Bank May 2000 - May 2002
Roy Papp & AssociatesMutual Fund January 1997 - January 2000
Skills
Portfolio Management, Investments, Financial Planning, Mutual Funds, Estate Planning, Business Development, Insurance, New Business Development, Management, Investment Management, Accounting, Tax, Wealth, Private Banking, Wealth Management, Loans
Education
Caldwell
Bachelors Degree, Business Administration & Accounting
Caldwell University
B.S. in Accounting, Accounting
Montclair State University
Masters Degree in Economics, Economics
Montclair State University
Masters Degree, Economics
Kevin A. Krestan, CFP Kevin A. Krestan, CFP's Harris Private Bank Experience 2003 - 2009
Job Regional Fixed Income Specialist at Charles Schwab
Industry Investment Management
Experience
Charles Schwab January 2012 - Present
Morgan Stanley 2009 - 2011
Harris Private Bank 2003 - 2009
Northern Trust Bank - Phoenix 2000 - 2003
William Blair & Co., LLC 1999 - 2000
Griffin, Kubik, Stephens & Thompson 1983 - 1999
Education
Arizona State University – School of Global Managment & Leadership 2007 — 2009
Master of Science, Applied Leadership and Management
College for Financial Planning 2002 — 2003
Master of Science, Financial Planning and Services
Biola University 1979 — 1983
Bachelor of Science, Business Administration
Charles Schwab January 2012 - Present
Morgan Stanley 2009 - 2011
Harris Private Bank 2003 - 2009
Northern Trust Bank - Phoenix 2000 - 2003
William Blair & Co., LLC 1999 - 2000
Griffin, Kubik, Stephens & Thompson 1983 - 1999
Education
Arizona State University – School of Global Managment & Leadership 2007 — 2009
Master of Science, Applied Leadership and Management
College for Financial Planning 2002 — 2003
Master of Science, Financial Planning and Services
Biola University 1979 — 1983
Bachelor of Science, Business Administration
Gregg Balderrama, CFA, CAIA Gregg Balderrama, CFA, CAIA's Harris Private Bank Experience March 2007 - November 2010
Job Portfolio Manager at Mutual of Omaha Bank
Industry Investment Management
Experience
Mutual of Omaha Bank May 2012 - Present
Jay Penney, LLC October 2011 - December 2011
Tailwind Investment Management, LLC February 2011 - June 2011
Harris Private Bank March 2007 - November 2010
JPMorgan 2006 - 2007
Employers Insurance Group 2003 - 2006
UBS 2002 - 2003
Skills
Fixed Income, Treasury Management, Portfolio Management, Alternative Investments, Investments, Investment Strategies, Financial Analysis, Wealth Management, Equities, Financial Services, Economics, Investment Management, Finance, Securities
Education
University of Arizona, Eller College of Management 1997 — 2001
BS, Finance and Accounting
Brophy College Preparatory 1993 — 1997
Mutual of Omaha Bank May 2012 - Present
Jay Penney, LLC October 2011 - December 2011
Tailwind Investment Management, LLC February 2011 - June 2011
Harris Private Bank March 2007 - November 2010
JPMorgan 2006 - 2007
Employers Insurance Group 2003 - 2006
UBS 2002 - 2003
Skills
Fixed Income, Treasury Management, Portfolio Management, Alternative Investments, Investments, Investment Strategies, Financial Analysis, Wealth Management, Equities, Financial Services, Economics, Investment Management, Finance, Securities
Education
University of Arizona, Eller College of Management 1997 — 2001
BS, Finance and Accounting
Brophy College Preparatory 1993 — 1997
Brian Bushnell Brian Bushnell's Harris Private Bank Experience 2009 - June 2011
Job Wealth Advisor BMO Private Bank
Industry Investment Management
Experience
BMO Harris Private Banking July 2011 - Present
Harris Private Bank 2009 - June 2011
National City Bank 2004 - 2009
Citibank 2000 - 2005
Skills
Loans, Banking, Wealth Management, Commercial Lending, Small Business Lending, Series 7, Commercial Banking, Credit, Mortgage Lending, Consumer Lending, Portfolio Management, Retirement Planning, Cash Management, Strategic Financial..., Credit Analysis
Education
Eastern Illinois University 1993 — 1998
Bachelors, Economics
BMO Harris Private Banking July 2011 - Present
Harris Private Bank 2009 - June 2011
National City Bank 2004 - 2009
Citibank 2000 - 2005
Skills
Loans, Banking, Wealth Management, Commercial Lending, Small Business Lending, Series 7, Commercial Banking, Credit, Mortgage Lending, Consumer Lending, Portfolio Management, Retirement Planning, Cash Management, Strategic Financial..., Credit Analysis
Education
Eastern Illinois University 1993 — 1998
Bachelors, Economics
Julie Waldman Julie Waldman's Harris Private Bank Experience 2003 - 2007
Job Vice President, Marketing and Client Communications at Northern Trust
Industry Financial Services
Experience
Northern Trust 2007 - 2014
Harris Private Bank 2003 - 2007
Scudder Investments 2000 - 2002
Allstate 1998 - 2000
Citibank 1989 - 1998
Skills
Marketing Strategy, Product Development, Strategic Planning, Direct Marketing, Email Marketing, Marketing Communications, Business Strategy, Lead Generation, Marketing, Project Management, Budgets, Management
Education
The University of Chicago - Booth School of Business 1975 — 1977
Master of Business Administration (MBA), Finance, General
Colorado College 1971 — 1974
Bachelor of Arts (B.A.), Economics
Northern Trust 2007 - 2014
Harris Private Bank 2003 - 2007
Scudder Investments 2000 - 2002
Allstate 1998 - 2000
Citibank 1989 - 1998
Skills
Marketing Strategy, Product Development, Strategic Planning, Direct Marketing, Email Marketing, Marketing Communications, Business Strategy, Lead Generation, Marketing, Project Management, Budgets, Management
Education
The University of Chicago - Booth School of Business 1975 — 1977
Master of Business Administration (MBA), Finance, General
Colorado College 1971 — 1974
Bachelor of Arts (B.A.), Economics
Anthony Comorat Anthony Comorat's Harris Private Bank Experience March 2004 - October 2007
Job Wealth Management Director at Sabadell Bank & Trust
Industry Investment Management
Experience
Sabadell Bank and Trust September 2007 - Present
Harris Private Bank March 2004 - October 2007
Skills
High Net Worth..., Wealth Management, Investments, Mortgage, Investment Strategies, Private Banking, Investment Advisory, Alternative Investments, Portfolio Management, Asset Managment, Series 7, Fixed Income, Hedge Funds, Equities, Financial Advisory, Asset Management
Education
University at Albany, SUNY 1981 — 1985
Bachelor of Science, Economics and Business
Sabadell Bank and Trust September 2007 - Present
Harris Private Bank March 2004 - October 2007
Skills
High Net Worth..., Wealth Management, Investments, Mortgage, Investment Strategies, Private Banking, Investment Advisory, Alternative Investments, Portfolio Management, Asset Managment, Series 7, Fixed Income, Hedge Funds, Equities, Financial Advisory, Asset Management
Education
University at Albany, SUNY 1981 — 1985
Bachelor of Science, Economics and Business
Lee Przybyla, CFP® Lee Przybyla, CFP®'s Harris Private Bank Experience October 2004 - October 2007
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA September 2010 - Present
USAA February 2010 - September 2010
Forum Financial Management, LLC September 2009 - February 2010
J.P. Morgan October 2007 - May 2009
Harris Private Bank October 2004 - October 2007
Northern Trust April 1994 - March 2003
Education
University of Illinois at Urbana-Champaign - College of Business 1983 — 1987
Bachlor of Science, Finance
USAA September 2010 - Present
USAA February 2010 - September 2010
Forum Financial Management, LLC September 2009 - February 2010
J.P. Morgan October 2007 - May 2009
Harris Private Bank October 2004 - October 2007
Northern Trust April 1994 - March 2003
Education
University of Illinois at Urbana-Champaign - College of Business 1983 — 1987
Bachlor of Science, Finance
Jeff Weniger, CFA Jeff Weniger, CFA's Harris Private Bank Experience June 2005 - August 2005
Job Investment Strategist and Portfolio Manager at BMO Global Asset Management
Industry Financial Services
Experience
BMO Global Asset Management October 2012 - Present
BMO Harris Private Bank May 2006 - October 2012
Harris Private Bank June 2005 - August 2005
Skills
Portfolio Management, Asset Allocation, Investments, Cross-functional Team..., Equities, Strategy, Alternative Investments, Fixed Income, New Business Development, Financial Modeling, Financial Analysis, Mutual Funds, Capital Markets, Economics, Equity Research, Asset Management, Investment Strategies, ETFs, Wealth Management
Education
University of Notre Dame - Mendoza College of Business 2004 — 2006
MBA, Investments
University of Florida - Warrington College of Business Administration 1999 — 2003
B.S., Finance
BMO Global Asset Management October 2012 - Present
BMO Harris Private Bank May 2006 - October 2012
Harris Private Bank June 2005 - August 2005
Skills
Portfolio Management, Asset Allocation, Investments, Cross-functional Team..., Equities, Strategy, Alternative Investments, Fixed Income, New Business Development, Financial Modeling, Financial Analysis, Mutual Funds, Capital Markets, Economics, Equity Research, Asset Management, Investment Strategies, ETFs, Wealth Management
Education
University of Notre Dame - Mendoza College of Business 2004 — 2006
MBA, Investments
University of Florida - Warrington College of Business Administration 1999 — 2003
B.S., Finance
Peter Glidden Peter Glidden's Harris Private Bank Experience 1997 - February 2014
Job Consulting
Industry Investment Management
Experience
Investment & Philanthropic Consulting February 2014 - Present
Harris Private Bank 1997 - February 2014
Northwestern Trust 1997 - 2002
First Interstate Bank 1993 - 1997
Puget Sound National Bank 1991 - 1993
SAFECO 1987 - 1991
Skills
Portfolio Management, Equities, Strategic Financial..., Investments, Wealth Management, Investment Advisory, Asset Management, Estate Planning, Asset Allocation, Loans, Alternative Investments, Financial Planning, Investment Management, Leadership, Mutual Funds, Retirement Planning, Wealth Management...
Education
Seattle Pacific University - School of Business and Economics 1984 — 1987
MBA, Business Administration
Seattle Pacific University 1975 — 1978
B.A., Business Administration
Investment & Philanthropic Consulting February 2014 - Present
Harris Private Bank 1997 - February 2014
Northwestern Trust 1997 - 2002
First Interstate Bank 1993 - 1997
Puget Sound National Bank 1991 - 1993
SAFECO 1987 - 1991
Skills
Portfolio Management, Equities, Strategic Financial..., Investments, Wealth Management, Investment Advisory, Asset Management, Estate Planning, Asset Allocation, Loans, Alternative Investments, Financial Planning, Investment Management, Leadership, Mutual Funds, Retirement Planning, Wealth Management...
Education
Seattle Pacific University - School of Business and Economics 1984 — 1987
MBA, Business Administration
Seattle Pacific University 1975 — 1978
B.A., Business Administration
Paul H Murray's Harris Private Bank Experience September 2007 - January 2009
Job Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2014 - Present
BMO Private Bank January 2009 - May 2014
Harris Private Bank September 2007 - January 2009
Harris Bank July 2006 - September 2007
Education
Northwestern University - Kellogg School of Management 2014 — 2017
Master of Business Administration (M.B.A.)
Miami University 2002 — 2006
B.S.
Marquette University High School 1998 — 2002
J.P. Morgan June 2014 - Present
BMO Private Bank January 2009 - May 2014
Harris Private Bank September 2007 - January 2009
Harris Bank July 2006 - September 2007
Education
Northwestern University - Kellogg School of Management 2014 — 2017
Master of Business Administration (M.B.A.)
Miami University 2002 — 2006
B.S.
Marquette University High School 1998 — 2002
Philip W Hotchkiss Philip W Hotchkiss's Harris Private Bank Experience May 2005 - April 2007
Job Senior Wealth Strategist at TrustBank
Industry Financial Services
Experience
TrustBank February 2013 - Present
Independent Planner and Insurance Producer March 2008 - February 2013
Northern Trust April 2007 - March 2008
Harris Private Bank May 2005 - April 2007
TD Waterhouse 2003 - 2005
Charles Schwab & Co., Inc. 1991 - 2003
Skills
Strategic Financial..., Small Business, Wealth Management, Financial Services, Management, Investments, Retirement Planning, Estate Planning, Mutual Funds, Financial Planners, Portfolio Management, Loans, Business Planning, Finance, Financial Advisory, Investment Advisory, Financial Planning
Education
Menlo College 1981 — 1985
BS Business Administration and Accounting
TrustBank February 2013 - Present
Independent Planner and Insurance Producer March 2008 - February 2013
Northern Trust April 2007 - March 2008
Harris Private Bank May 2005 - April 2007
TD Waterhouse 2003 - 2005
Charles Schwab & Co., Inc. 1991 - 2003
Skills
Strategic Financial..., Small Business, Wealth Management, Financial Services, Management, Investments, Retirement Planning, Estate Planning, Mutual Funds, Financial Planners, Portfolio Management, Loans, Business Planning, Finance, Financial Advisory, Investment Advisory, Financial Planning
Education
Menlo College 1981 — 1985
BS Business Administration and Accounting
Anita Rahn's Harris Private Bank Experience December 2007 - March 2011
Job Relationship Manager at Sabal Trust Company
Industry Banking
Experience
Sabal Trust Company March 2011 - Present
Harris Private Bank December 2007 - March 2011
Coldwell Banker Real Estate, Sarasota Florida June 2005 - December 2008
Horizon Medical Group 2000 - 2003
SunTrust Banks 1989 - 1999
Skills
Investments, Wealth Management, Portfolio Management, Wealth Management...
Education
Eckerd College 1992 — 1995
BA, Business Administration
Indiana University-Purdue University at Indianapolis 1983 — 1986
Business
FBA Trust School
Sabal Trust Company March 2011 - Present
Harris Private Bank December 2007 - March 2011
Coldwell Banker Real Estate, Sarasota Florida June 2005 - December 2008
Horizon Medical Group 2000 - 2003
SunTrust Banks 1989 - 1999
Skills
Investments, Wealth Management, Portfolio Management, Wealth Management...
Education
Eckerd College 1992 — 1995
BA, Business Administration
Indiana University-Purdue University at Indianapolis 1983 — 1986
Business
FBA Trust School
Ken McGlamery Ken McGlamery's Harris Private Bank Experience January 1999 - December 2008
Job Finanial Advisor at Vantage West Financial Advisors,located at Vantage West Credit Union
Industry Financial Services
Experience
Vantage West Financial Advisors, located at Vantage West Credit Union January 2014 - Present
CUNA Mutual Group January 2009 - Present
Meditunion January 2012 - December 2013
Harris Private Bank January 1999 - December 2008
Education
University of Arizona
Bachelor's Degree
Vantage West Financial Advisors, located at Vantage West Credit Union January 2014 - Present
CUNA Mutual Group January 2009 - Present
Meditunion January 2012 - December 2013
Harris Private Bank January 1999 - December 2008
Education
University of Arizona
Bachelor's Degree
Sheryl Kern Sheryl Kern's Harris Private Bank Experience October 2005 - September 2007
Job Fundraising Sales Representative at World's Finest Chocolate
Industry Fund-Raising
Experience
World's Finest Chocolate January 2014 - Present
BMO Private Bank September 2007 - January 2014
Harris Private Bank October 2005 - September 2007
Citibank April 1989 - September 2005
Skills
Leadership, Portfolio Management, Series 7, Loans, Wealth Management, Investments, Asset Managment, Asset Management, Equities, Risk Management, Hedge Funds, CRM, Management, Sales, Banking, Alternative Investments, Credit, Private Banking, New Business Development, Relationship Management, Wealth, Mutual Funds, Financial Advisory, Credit Analysis
Education
Loyola University Chicago 1986 — 1990
MBA, Financial Management
Lake Forest College 1982 — 1986
BA, Business, Economics
World's Finest Chocolate January 2014 - Present
BMO Private Bank September 2007 - January 2014
Harris Private Bank October 2005 - September 2007
Citibank April 1989 - September 2005
Skills
Leadership, Portfolio Management, Series 7, Loans, Wealth Management, Investments, Asset Managment, Asset Management, Equities, Risk Management, Hedge Funds, CRM, Management, Sales, Banking, Alternative Investments, Credit, Private Banking, New Business Development, Relationship Management, Wealth, Mutual Funds, Financial Advisory, Credit Analysis
Education
Loyola University Chicago 1986 — 1990
MBA, Financial Management
Lake Forest College 1982 — 1986
BA, Business, Economics
Jason Garcia Jason Garcia's Harris Private Bank Experience March 2006 - July 2007
Job Private Client Advisor at U.S. Trust Bank of America Private Wealth Management
Industry Investment Management
Experience
U.S. Trust - Bank of America Private Wealth Management January 2011 - Present
Northern Trust Co. July 2007 - January 2011
Harris Private Bank March 2006 - July 2007
Charles Schwab & Co. - U.S. Trust July 1999 - April 2006
Skills
Financial Planning, Wealth Management, Asset Allocation, Asset Management, Series 7, Portfolio Management, Investments, Equities, Banking, Retirement Planning, Securities, Strategic Planning, Succession Planning, Sales Management, Estate Planning, Investment Advisory, New Business Development, Business Planning, Fixed Income, Compliance, Budgeting, Credit, Coaching, Mutual Funds, Trading, Budgets, Strategic Financial..., Asset Managment, ETFs, Relationship Management, Series 63, Hedge Funds, Financial Analysis, Investment Strategies, Wealth Management..., Investment Management, Alternative Investments, Wealth, High Net Worth..., Financial Services, Financial Advisory, Financial Markets, Uniform Combined State..., Private Equity, Series 65, Options, Capital Markets, Private Banking, Bonds, Trust Services
Education
DePaul University 2005 — 2006
Certification, Certificate Program in Financial Planning
University of Kentucky 1998 — 1999
M.A., International Business
University of Kentucky 1996 — 1998
M.A., U.S. Diplomatic History
University of Illinois at Urbana-Champaign 1991 — 1995
B.A., Double Major: History & Political Science
U.S. Trust - Bank of America Private Wealth Management January 2011 - Present
Northern Trust Co. July 2007 - January 2011
Harris Private Bank March 2006 - July 2007
Charles Schwab & Co. - U.S. Trust July 1999 - April 2006
Skills
Financial Planning, Wealth Management, Asset Allocation, Asset Management, Series 7, Portfolio Management, Investments, Equities, Banking, Retirement Planning, Securities, Strategic Planning, Succession Planning, Sales Management, Estate Planning, Investment Advisory, New Business Development, Business Planning, Fixed Income, Compliance, Budgeting, Credit, Coaching, Mutual Funds, Trading, Budgets, Strategic Financial..., Asset Managment, ETFs, Relationship Management, Series 63, Hedge Funds, Financial Analysis, Investment Strategies, Wealth Management..., Investment Management, Alternative Investments, Wealth, High Net Worth..., Financial Services, Financial Advisory, Financial Markets, Uniform Combined State..., Private Equity, Series 65, Options, Capital Markets, Private Banking, Bonds, Trust Services
Education
DePaul University 2005 — 2006
Certification, Certificate Program in Financial Planning
University of Kentucky 1998 — 1999
M.A., International Business
University of Kentucky 1996 — 1998
M.A., U.S. Diplomatic History
University of Illinois at Urbana-Champaign 1991 — 1995
B.A., Double Major: History & Political Science
Catherine Needles-Sharpley Catherine Needles-Sharpley's Harris Private Bank Experience October 2006 - April 2009
Job Seeking Position as Estate Planning Attorney / Client/Wealth Adviser
Industry Law Practice
Experience
HARRIS PRIVATE BANK October 2006 - April 2009
KING COUNTY SUPERIOR COURT January 2001 - January 2008
LAW OFFICE OF CATHERINE NEEDLES-SHARPLEY June 2005 - October 2006
SOUND ESTATE PLANNING June 2003 - October 2006
BANK OF AMERICA April 2002 - January 2003
BANK OF AMERICA May 2001 - April 2002
THE LAWLESS PARTNERSHIP May 2000 - August 2000
SIXTY PLUS, INC January 1998 - January 1999
Education
University of Washington School of Law 2000 — 2001
Master of Laws, Taxation
Thomas M. Cooley Law School 1996 — 1999
Juris Doctor, Cum Laude
Humboldt State University 1988 — 1993
Bachelor of Arts, English
HARRIS PRIVATE BANK October 2006 - April 2009
KING COUNTY SUPERIOR COURT January 2001 - January 2008
LAW OFFICE OF CATHERINE NEEDLES-SHARPLEY June 2005 - October 2006
SOUND ESTATE PLANNING June 2003 - October 2006
BANK OF AMERICA April 2002 - January 2003
BANK OF AMERICA May 2001 - April 2002
THE LAWLESS PARTNERSHIP May 2000 - August 2000
SIXTY PLUS, INC January 1998 - January 1999
Education
University of Washington School of Law 2000 — 2001
Master of Laws, Taxation
Thomas M. Cooley Law School 1996 — 1999
Juris Doctor, Cum Laude
Humboldt State University 1988 — 1993
Bachelor of Arts, English
Laurence Montello, CFP®,CLU®'s Harris Private Bank Experience May 2006 - June 2009
Job Managing Director
Industry Financial Services
Experience
Montello Tax and Financial Planning June 2009 - Present
BARRY UNIVERSITY / FLORIDA GULF COAST UNIVERSITY January 2006 - January 2011
HARRIS PRIVATE BANK May 2006 - June 2009
RBC DAIN RAUSCHER January 2002 - May 2006
BUTTELMAN & STREHLOW FINANCIAL GROUP January 1999 - January 2002
Skills
Retirement Planning, Investments, Asset Allocation, Investment Strategies, Strategic Financial..., Series 7, Estate Planning, Investment Advisory, Asset Managment, Mutual Funds, Alternative Investments, Wealth, Wealth Management..., Financial Planners, Finance, Asset Management, Financial Planning
Education
Harvard University 2011 — 2016
Graduate Degree - current enrollment, Management- Finance
Montello Tax and Financial Planning June 2009 - Present
BARRY UNIVERSITY / FLORIDA GULF COAST UNIVERSITY January 2006 - January 2011
HARRIS PRIVATE BANK May 2006 - June 2009
RBC DAIN RAUSCHER January 2002 - May 2006
BUTTELMAN & STREHLOW FINANCIAL GROUP January 1999 - January 2002
Skills
Retirement Planning, Investments, Asset Allocation, Investment Strategies, Strategic Financial..., Series 7, Estate Planning, Investment Advisory, Asset Managment, Mutual Funds, Alternative Investments, Wealth, Wealth Management..., Financial Planners, Finance, Asset Management, Financial Planning
Education
Harvard University 2011 — 2016
Graduate Degree - current enrollment, Management- Finance
Elizabeth Whitlow's Harris Private Bank Experience May 2003 - May 2007
Job Vice President Senior Private Banker at The Northern Trust Company
Industry Banking
Experience
Northern Trust June 2007 - Present
Harris Private Bank May 2003 - May 2007
Deloitte & Touche June 2001 - April 2003
Deloitte 2001 - 2003
Banc One Capital Markets (now D/B/A JP Morgan Chase) May 1992 - May 2001
Merrill Lynch & Co. August 1989 - April 1992
Skills
Investments, Capital Markets, Wealth Management, Portfolio Management, Financial Analysis, Banking, Bonds, Securities, Financial Services, Estate Planning, Investment Management, Corporate Finance, Relationship Management, Risk Management, New Business Development, Valuation, Strategy, High Net Worth..., Fixed Income, Hedge Funds, Asset Managment, Underwriting, Financial Structuring, Loan Origination, Strategic Financial..., Wealth Management..., Wealth Preservation...
Education
DePaul University 2006 — 2007
CFP
Wittenberg University 1985 — 1989
Northern Trust June 2007 - Present
Harris Private Bank May 2003 - May 2007
Deloitte & Touche June 2001 - April 2003
Deloitte 2001 - 2003
Banc One Capital Markets (now D/B/A JP Morgan Chase) May 1992 - May 2001
Merrill Lynch & Co. August 1989 - April 1992
Skills
Investments, Capital Markets, Wealth Management, Portfolio Management, Financial Analysis, Banking, Bonds, Securities, Financial Services, Estate Planning, Investment Management, Corporate Finance, Relationship Management, Risk Management, New Business Development, Valuation, Strategy, High Net Worth..., Fixed Income, Hedge Funds, Asset Managment, Underwriting, Financial Structuring, Loan Origination, Strategic Financial..., Wealth Management..., Wealth Preservation...
Education
DePaul University 2006 — 2007
CFP
Wittenberg University 1985 — 1989
Chris McCurdy's Harris Private Bank Experience 1997 - 2002
Job Vice President at First American Bank
Industry Investment Management
Experience
First American Bank March 2006 - Present
First Bank 2004 - 2006
Cole Taylor Bank 2002 - 2004
Harris Private Bank 1997 - 2002
Bank One 1996 - 1997
Northern Trust Company 1989 - 1995
Skills
Asset Management, Wealth Management, Sales Management, Asset Allocation, Estate Planning, Strategic Financial..., Banking, Alternative Investments, Investment Advisory, Fixed Income, High Net Worth..., Mutual Funds, Financial Analysis, Retirement, Wealth, Asset Managment, Investment Management, Wealth Management..., Portfolio Management
Education
University of Colorado at Boulder 1977 — 1981
BS, Business Administration and Management, General
Loyola Academy
First American Bank March 2006 - Present
First Bank 2004 - 2006
Cole Taylor Bank 2002 - 2004
Harris Private Bank 1997 - 2002
Bank One 1996 - 1997
Northern Trust Company 1989 - 1995
Skills
Asset Management, Wealth Management, Sales Management, Asset Allocation, Estate Planning, Strategic Financial..., Banking, Alternative Investments, Investment Advisory, Fixed Income, High Net Worth..., Mutual Funds, Financial Analysis, Retirement, Wealth, Asset Managment, Investment Management, Wealth Management..., Portfolio Management
Education
University of Colorado at Boulder 1977 — 1981
BS, Business Administration and Management, General
Loyola Academy
Jack Lloyd's Harris Private Bank Experience 2003 - 2006
Job Market President at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank 2006 - Present
Harris Private Bank 2003 - 2006
Harris Bank 2000 - 2003
PNC Mortgage 1998 - 2000
Home Savings of America 1986 - 1998
Skills
Commercial Lending, Loans, Small Business Lending, Consumer Lending, Credit, Community Outreach, Commercial Banking, Real Estate, Banking, Portfolio Management, Management, Investments, Finance, Credit Analysis, Retail Banking, Private Banking, Wealth Management, Sales, Commercial Mortgages, Credit Risk, Treasury Management, Cross Selling, Branch Banking, Relationship Management, Small Business, Cash Management, Mortgage Banking, Business Development, Community Service, Strategic Financial..., Refinance, Mortgage Lending, Financial Services, Risk Management, SBA, Wealth Management..., Financial Analysis, Lines Of Credit, Banking Relationships, Asset Based Lending, Loan Origination, Deposits, Middle Market, Underwriting, Financial Structuring, Construction Loans, Residential Mortgages, FHA, Financial Institutions, Real Estate Financing
Education
Northwestern University - Kellogg School of Management 1990 — 1992
University of Notre Dame 1973 — 1977
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Rolling Meadows High School
Rolling Meadows High School
BMO Harris Bank 2006 - Present
Harris Private Bank 2003 - 2006
Harris Bank 2000 - 2003
PNC Mortgage 1998 - 2000
Home Savings of America 1986 - 1998
Skills
Commercial Lending, Loans, Small Business Lending, Consumer Lending, Credit, Community Outreach, Commercial Banking, Real Estate, Banking, Portfolio Management, Management, Investments, Finance, Credit Analysis, Retail Banking, Private Banking, Wealth Management, Sales, Commercial Mortgages, Credit Risk, Treasury Management, Cross Selling, Branch Banking, Relationship Management, Small Business, Cash Management, Mortgage Banking, Business Development, Community Service, Strategic Financial..., Refinance, Mortgage Lending, Financial Services, Risk Management, SBA, Wealth Management..., Financial Analysis, Lines Of Credit, Banking Relationships, Asset Based Lending, Loan Origination, Deposits, Middle Market, Underwriting, Financial Structuring, Construction Loans, Residential Mortgages, FHA, Financial Institutions, Real Estate Financing
Education
Northwestern University - Kellogg School of Management 1990 — 1992
University of Notre Dame 1973 — 1977
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Rolling Meadows High School
Rolling Meadows High School
Rosalind Best's Harris Private Bank Experience October 2010 - Present
Job Analyst Sales and Incentive Reporting at BMO Harris Private Banking
Industry Financial Services
Experience
Harris Private Bank October 2010 - Present
ABN AMRO 2006 - 2010
ABN AMRO 2004 - 2006
ABN AMRO 1998 - 2004
UBS 1991 - 1998
Skills
Risk Management, Operational Risk, Operational Risk..., Financial Risk, Financial Analysis, Finance, Accounting, Credit Risk, Derivatives, Financial Reporting, Banking, Portfolio Management, Auditing
Education
College of Saint Elizabeth
Bachelor of Science, Business Administration
Harris Private Bank October 2010 - Present
ABN AMRO 2006 - 2010
ABN AMRO 2004 - 2006
ABN AMRO 1998 - 2004
UBS 1991 - 1998
Skills
Risk Management, Operational Risk, Operational Risk..., Financial Risk, Financial Analysis, Finance, Accounting, Credit Risk, Derivatives, Financial Reporting, Banking, Portfolio Management, Auditing
Education
College of Saint Elizabeth
Bachelor of Science, Business Administration
Anna M. Moseley's Harris Private Bank Experience April 2008 - April 2011
Job Regional Office Assistant at Great West Casualty Company
Industry Insurance
Experience
Great West Casualty Company June 2015 - Present
Kelly Services August 2012 - May 2015
The Salem Group August 2011 - August 2012
Harris Private Bank April 2008 - April 2011
American Invsco Realty Inc 2004 - 2008
Neumann Homes 2001 - 2002
Harrison Design Associates 1998 - 1999
Skills
Marketing, Sales, Team Building, Public Speaking, Process Scheduler, Management, Human Resources, Budgets, Analysis, Event Planning, Leadership, Editing, Social Media, Negotiation, QuickBooks, Contract Negotiation, Social Networking, Fundraising, Leadership Development, Entrepreneurship, Event Management, Nonprofits, Proposal Writing, Strategic Planning, Project Planning, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Non-profit Volunteer, Non-profit Leadership
Education
Oakton Community College 1993 — 1995
NA, General Studies
Albquerque Voch Tech. 1992 — 1993
NA, General Studies
Evanston Township High School 1987 — 1991
Diploma, General Studies
Great West Casualty Company June 2015 - Present
Kelly Services August 2012 - May 2015
The Salem Group August 2011 - August 2012
Harris Private Bank April 2008 - April 2011
American Invsco Realty Inc 2004 - 2008
Neumann Homes 2001 - 2002
Harrison Design Associates 1998 - 1999
Skills
Marketing, Sales, Team Building, Public Speaking, Process Scheduler, Management, Human Resources, Budgets, Analysis, Event Planning, Leadership, Editing, Social Media, Negotiation, QuickBooks, Contract Negotiation, Social Networking, Fundraising, Leadership Development, Entrepreneurship, Event Management, Nonprofits, Proposal Writing, Strategic Planning, Project Planning, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Non-profit Volunteer, Non-profit Leadership
Education
Oakton Community College 1993 — 1995
NA, General Studies
Albquerque Voch Tech. 1992 — 1993
NA, General Studies
Evanston Township High School 1987 — 1991
Diploma, General Studies
Greg Hartje, CFA's Harris Private Bank Experience December 2003 - March 2006
Job Managing Director, The Private Client Reserve at U.S. Bank
Industry Financial Services
Experience
U.S. Bank March 2006 - Present
Harris Private Bank December 2003 - March 2006
Bank of America June 1998 - August 2003
Skills
Investments, Investment Management, High Net Worth..., Asset Allocation, Wealth Management, Portfolio Management, Asset Managment, Strategic Financial..., Financial Analysis, Estate Planning, Credit Analysis, Credit, Private Banking, Fixed Income
Education
University of Minnesota - Carlson School of Management 1990 — 1992
MBA, Finance
Drake University 1986 — 1990
BS, Finance
U.S. Bank March 2006 - Present
Harris Private Bank December 2003 - March 2006
Bank of America June 1998 - August 2003
Skills
Investments, Investment Management, High Net Worth..., Asset Allocation, Wealth Management, Portfolio Management, Asset Managment, Strategic Financial..., Financial Analysis, Estate Planning, Credit Analysis, Credit, Private Banking, Fixed Income
Education
University of Minnesota - Carlson School of Management 1990 — 1992
MBA, Finance
Drake University 1986 — 1990
BS, Finance
Lynn Arntzen's Harris Private Bank Experience July 1995 - March 2002
Job Senior Portfolio Manager at Harris Bank
Industry Investment Management
Experience
BMO Private Bank March 2002 - Present
Harris Private Bank July 1995 - March 2002
Stein Roe & Farnham 1983 - 1993
Skills
Certified Financial..., Investment Strategies, Wealth Management, High Net Worth..., Risk Management, Relationship Management, Wealth Preservation..., Investment Advisory, Equities, Mutual Funds, Financial Analysis
Education
DePaul University
Master of Business Administration (MBA), Finance and Financial Management Services
BMO Private Bank March 2002 - Present
Harris Private Bank July 1995 - March 2002
Stein Roe & Farnham 1983 - 1993
Skills
Certified Financial..., Investment Strategies, Wealth Management, High Net Worth..., Risk Management, Relationship Management, Wealth Preservation..., Investment Advisory, Equities, Mutual Funds, Financial Analysis
Education
DePaul University
Master of Business Administration (MBA), Finance and Financial Management Services
Debra Radway's Harris Private Bank Experience May 2006 - April 2011
Job Self Employed Private Investor
Industry Financial Services
Experience
Kelly Hall YMCA January 2012 - Present
Face the Future Foundation January 2012 - Present
Self Employed March 2011 - Present
Harris Private Bank May 2006 - April 2011
Accenture 1987 - 1998
Skills
Strategy, Retirement Planning, Strategic Financial..., Management Consulting, Wealth, Investment Management, Estate Planning, Portfolio Management, Finance, Financial Services, Investments, Insurance, Asset Management, Management, Financial Advisory, Asset Allocation, Financial Planning, Financial Analysis, Wealth Management
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance & Economics
Arizona State University 1983 — 1986
B.S. Barrett Honors College, Major in Mathematics and Minor in Business
Marcos de Niza
Kelly Hall YMCA January 2012 - Present
Face the Future Foundation January 2012 - Present
Self Employed March 2011 - Present
Harris Private Bank May 2006 - April 2011
Accenture 1987 - 1998
Skills
Strategy, Retirement Planning, Strategic Financial..., Management Consulting, Wealth, Investment Management, Estate Planning, Portfolio Management, Finance, Financial Services, Investments, Insurance, Asset Management, Management, Financial Advisory, Asset Allocation, Financial Planning, Financial Analysis, Wealth Management
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance & Economics
Arizona State University 1983 — 1986
B.S. Barrett Honors College, Major in Mathematics and Minor in Business
Marcos de Niza
Angie Musick's Harris Private Bank Experience February 2010 - October 2010
Job Account Director and Digital Marketing Consultant
Industry Marketing and Advertising
Experience
Astadia June 2015 - Present
Lincoln Land Community College January 2015 - Present
Accenture April 2014 - June 2015
BMO October 2010 - May 2014
Harris Private Bank February 2010 - October 2010
Harris Bank July 2007 - February 2010
Classic Residence by Hyatt 2006 - 2007
Olson Communications January 2002 - March 2006
Skills
Advertising, Marketing Strategy, Marketing Communications, Integrated Marketing, Online Marketing, Budgeting, Public Speaking, Email Marketing, Competitive Analysis, Customer Experience, Brand Development, Account Management, Digital Marketing, Direct Marketing, Marketing, Budgets, Leadership, Public Relations, Management, Analytics, Strategic Planning
Education
University of Illinois at Urbana-Champaign 1998 — 2002
BS
Astadia June 2015 - Present
Lincoln Land Community College January 2015 - Present
Accenture April 2014 - June 2015
BMO October 2010 - May 2014
Harris Private Bank February 2010 - October 2010
Harris Bank July 2007 - February 2010
Classic Residence by Hyatt 2006 - 2007
Olson Communications January 2002 - March 2006
Skills
Advertising, Marketing Strategy, Marketing Communications, Integrated Marketing, Online Marketing, Budgeting, Public Speaking, Email Marketing, Competitive Analysis, Customer Experience, Brand Development, Account Management, Digital Marketing, Direct Marketing, Marketing, Budgets, Leadership, Public Relations, Management, Analytics, Strategic Planning
Education
University of Illinois at Urbana-Champaign 1998 — 2002
BS
Richard Rohlfing's Harris Private Bank Experience January 2001 - April 2010
Job Financial Advsior with Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2010 - Present
Harris Private Bank January 2001 - April 2010
Bank One October 1999 - January 2001
Citibank 1986 - 1994
Skills
Wealth Management, Banking, Credit, Private Banking, Insurance, Series 7, Retirement Planning, Investments, Cash Management, Financial Analysis, Commercial Lending, Commercial Banking, Asset Management, Mortgage, Estate Planning, Loans, Equities, Risk Management, Small Business Lending, Financial Planning, Asset Allocation, Wealth Transfer, Investment Advisory, Investment Strategies, Mutual Funds, Fixed Income, Mortgage Lending, Securities, High Net Worth..., Retirement, Portfolio Management, Trust Services, Financial Management, Income, Wealth, Private Wealth..., Financial Advisory, Alternative Investments, Bonds, Comprehensive Wealth..., Annuities, ETFs, Consumer Lending, IRA's, Commercial Mortgages, Stocks, Strategic Financial..., Series 63, Finance, Financial Services
Education
Hofstra University
BBA, Management
Merrill Lynch May 2010 - Present
Harris Private Bank January 2001 - April 2010
Bank One October 1999 - January 2001
Citibank 1986 - 1994
Skills
Wealth Management, Banking, Credit, Private Banking, Insurance, Series 7, Retirement Planning, Investments, Cash Management, Financial Analysis, Commercial Lending, Commercial Banking, Asset Management, Mortgage, Estate Planning, Loans, Equities, Risk Management, Small Business Lending, Financial Planning, Asset Allocation, Wealth Transfer, Investment Advisory, Investment Strategies, Mutual Funds, Fixed Income, Mortgage Lending, Securities, High Net Worth..., Retirement, Portfolio Management, Trust Services, Financial Management, Income, Wealth, Private Wealth..., Financial Advisory, Alternative Investments, Bonds, Comprehensive Wealth..., Annuities, ETFs, Consumer Lending, IRA's, Commercial Mortgages, Stocks, Strategic Financial..., Series 63, Finance, Financial Services
Education
Hofstra University
BBA, Management
Jeffrey A. May's Harris Private Bank Experience November 1996 - March 2011
Job Portfolio Consultant at Charles Schwab & Co., Inc.
Industry Banking
Experience
Charles Schwab & Co., Inc. May 2011 - Present
Harris Private Bank November 1996 - March 2011
First Chicago, f.k.a. NBD, f.k.a. Indiana National Bank 1990 - 1996
Indiana National Bank 1988 - 1990
Indiana National Bank 1986 - 1988
Education
University of Illinois at Urbana-Champaign - College of Business 1982 — 1986
BS, Finance
Charles Schwab & Co., Inc. May 2011 - Present
Harris Private Bank November 1996 - March 2011
First Chicago, f.k.a. NBD, f.k.a. Indiana National Bank 1990 - 1996
Indiana National Bank 1988 - 1990
Indiana National Bank 1986 - 1988
Education
University of Illinois at Urbana-Champaign - College of Business 1982 — 1986
BS, Finance
Felicia Favorito's Harris Private Bank Experience 2006 - July 2011
Job Investment Assistant Private Bank at J.P. Morgan
Industry Banking
Experience
J.P. Morgan July 2011 - Present
Harris Private Bank 2006 - July 2011
Rockwood Realty Associates 1999 - 2004
The Selzer Group/Noari Capital Corp. 1989 - 1999
Skills
Investments, Wealth Management
Education
Bauder College
Liberal Arts
J.P. Morgan July 2011 - Present
Harris Private Bank 2006 - July 2011
Rockwood Realty Associates 1999 - 2004
The Selzer Group/Noari Capital Corp. 1989 - 1999
Skills
Investments, Wealth Management
Education
Bauder College
Liberal Arts
Christi Thompson's Harris Private Bank Experience 2009 - Present
Job Wealth Advisor Associate at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking February 2009 - Present
Harris Private Bank 2009 - Present
Wachovia Wealth Management 2002 - 2009
Education
SUNY at Buffalo 1982 — 1986
Bachelor of Arts (B.A.), Business/Corporate Communications
Williamsville East
BMO Harris Private Banking February 2009 - Present
Harris Private Bank 2009 - Present
Wachovia Wealth Management 2002 - 2009
Education
SUNY at Buffalo 1982 — 1986
Bachelor of Arts (B.A.), Business/Corporate Communications
Williamsville East
Stefanie-Jo Osborn's Harris Private Bank Experience November 2007 - November 2008
Job Private Banking Professional
Industry Banking
Experience
Seniors Helping Seniors February 2013 - Present
Northern Trust, NA November 2009 - July 2010
Harris Private Bank November 2007 - November 2008
Barry G. Segal, P.A May 2006 - August 2007
Skills
Administrative..., Management, Administrative..., Data Entry, Legal Writing, Software Documentation
Education
Florida Trust School 2008 — 2008
Florida State University 1999 — 2002
Bachelor of Arts, French Language and International Affairs
Seniors Helping Seniors February 2013 - Present
Northern Trust, NA November 2009 - July 2010
Harris Private Bank November 2007 - November 2008
Barry G. Segal, P.A May 2006 - August 2007
Skills
Administrative..., Management, Administrative..., Data Entry, Legal Writing, Software Documentation
Education
Florida Trust School 2008 — 2008
Florida State University 1999 — 2002
Bachelor of Arts, French Language and International Affairs
Chris Merrywell's Harris Private Bank Experience August 2002 - February 2008
Job SVP, Wealth Management Director at Columbia Bank
Industry Banking
Experience
Columbia Bank October 2012 - Present
Union Bank February 2008 - October 2012
Harris Private Bank August 2002 - February 2008
US Bank February 1998 - August 2002
U.S. Bank November 1988 - February 1998
Skills
Credit, Loans, Wealth Management, Private Banking, Management, Investments, Commercial Banking, Wealth, Strategic Financial..., Leadership, Commercial Lending, Credit Analysis, Banking, Consumer Lending, Treasury Management, Financial Analysis, Financial Planning, Small Business Lending
Education
Pacific Coast Banking School 1994 — 1996
Arizona State University 1983 — 1987
Bachelor of Science (B.S.), Business Administration and Management, General
Columbia Bank October 2012 - Present
Union Bank February 2008 - October 2012
Harris Private Bank August 2002 - February 2008
US Bank February 1998 - August 2002
U.S. Bank November 1988 - February 1998
Skills
Credit, Loans, Wealth Management, Private Banking, Management, Investments, Commercial Banking, Wealth, Strategic Financial..., Leadership, Commercial Lending, Credit Analysis, Banking, Consumer Lending, Treasury Management, Financial Analysis, Financial Planning, Small Business Lending
Education
Pacific Coast Banking School 1994 — 1996
Arizona State University 1983 — 1987
Bachelor of Science (B.S.), Business Administration and Management, General
Jon Prell's Harris Private Bank Experience June 2006 - November 2011
Job Wealth Management Advisor at 5th/3rd Private Bank
Industry Investment Management
Experience
5th/3rd Private Bank April 2015 - Present
JPMorganChase September 2010 - Present
Harris Private Bank June 2006 - November 2011
Skills
New Business Development, Investment Management, Banking
Education
University of Arizona 1987 — 1991
Bachelors Degree, Economics
5th/3rd Private Bank April 2015 - Present
JPMorganChase September 2010 - Present
Harris Private Bank June 2006 - November 2011
Skills
New Business Development, Investment Management, Banking
Education
University of Arizona 1987 — 1991
Bachelors Degree, Economics