Johnson Bank
Industry: Company
DescriptionJohnson Financial Group, Inc is the holding company of Johnson Bank and Johnson Insurance. Helen Johnson-Leipold, one of Samuel Curtis Johnson Jr.'s 4 children, serves as chairman of the company. Headquarters: Racine, WI Number of employees: 1,100 Founded: 1970 Type of business: Private Subsidiaries: Johnson Insurance Services, LLC,
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Johnson Bank Employees
Johnson Bank 2004 - 2014
Johnson Trust Company (now Johnson Bank) 1998 - 2004
Capwell & Berthelsen, Ltd. 1987 - 1998
Skills
Fiduciary Management, Trust Administration, Wealth Management, Probate and Post death..., Estate Administration, Estate Planning, Trusts, Trust Taxation, Legal Advice, Wealth Advisory Services, Financial Advisory, Investment Advisory, Wills
Education
University of Wisconsin-Madison
Doctor of Law (JD), Cum Laude
Hood College
Bachelor of Science (BS), Summa Cum Laude, Home Economics - Consumer Studies, minor in Financial Management
Cannon Financial Institue
Cannon Trust School Honors Graduate
Merrill Lynch June 2011 - Present
Johnson Bank September 2007 - December 2010
US Bank January 1993 - September 2007
First Interstate Bank 1986 - 1989
Skills
Cash Management, Small Business Lending, Wealth Management, Loans, Commercial Lending, Commercial Banking, Series 7, Series 66, Portfolio Management, Financial Services, Small Business, Credit Analysis, Consumer Lending, Finance, Banking, Credit, Uniform Combined State...
Education
Heidelberg University 1982 — 1986
BS, Economics
Johnson Bank January 1979 - Present
Skills
Loans, Mortgage Lending, Refinance, Banking, Mortgage Banking, Loan Origination, Lines Of Credit, Consumer Lending, Credit, Real Estate, Deposits, Investment Properties, Residential Mortgages, Insurance, Home Equity Loans, Construction Loans, Branch Banking, Wealth Management, Retail Banking, Finance, Commercial Real Estate, Home Equity Lines of..., Financial Advisory, Strategic Financial..., REO, Mortgage Underwriting, Home Equity, Loan Servicing
Education
Blackhawk Technical College 1978 — 1980
Business
Lincoln High School 1970 — 1973
Natural Resource Technology, Inc. December 2011 - Present
Johnson Bank May 2009 - August 2011
ISB Community Bank 2009 - 2010
Skills
Microsoft Word, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Banking, Human Resources, Teamwork, Event Planning, Employee Relations, Employee Benefits, Outlook, Benefits Administration, Applicant Tracking..., Leadership, Sales, Management, Employee Handbooks, Employee Training, Technical Writing, Editing, Applicant Tra, Data Management, OSHA Reporting, Affirmative Action..., Onboarding, Medical Monitoring, Notary Public, Employee Wellness...
Education
Carroll College 1993 — 1997
Bachelor of Science (B.S.), Sport and Fitness Administration/Management
Technical Senior High School 1989 — 1993
Johnson Bank June 2009 - December 2011
Strategic Benefit Solutions, Inc. February 2007 - April 2009
Primerica Financial Services, a division of Citigroup, Inc. April 2002 - February 2007
Skills
Entrepreneur, New Business Development, Professional Networking, Pricing Negotiation, Investments, Mutual Funds, Wealth Management, Retirement Planning, Asset Managment, Business Networking, 401k, Leadership, Entrepreneurship, Asset Management, Sales, Finance, Mergers & Acquisitions, Business Planning, Financial Services, Business Development, Management, Start-ups
Education
Marquette University 2012 — 2014
Master of Business Administration (M.B.A.), Finance Concentration. Commercial Real Estate Valuation & Equity Investment Independent Studies.
Marquette University 2011 — 2013
Graduate Certificate in Entrepreneurship
Cardinal Stritch University 2000 — 2004
BA, Business Administration, Entrepreneurship
Brookfield East High School 1996 — 2000
Wells Fargo May 2010 - Present
EB Financial Services & Consulting November 2005 - April 2010
Johnson Bank 2007 - 2009
Arrowhead Community Bank 2000 - 2005
Bank of America 1993 - 1999
Citi 1984 - 1993
Skills
Small Business Lending, Credit, Commercial Banking, Loans, Commercial Lending, Credit Analysis, Mortgage Banking, Management, Consumer Lending, Mortgage Lending, Loan Origination, Underwriting, Portfolio Management, Banking, Financial Analysis, Lines Of Credit
Education
Central College 1979 — 1983
Bachelor of Arts (B.A.), Accounting and Systems Management
Johnson Bank October 2014 - Present
Cedar Rapids Bank & Trust December 2004 - September 2014
Skills
Investments, Portfolio Management, Financial Planning, Process Improvement, Project Management
Education
Central College 1999 — 2003
Bachelor's degree, Mathematics
Johnson Bank January 1993 - Present
Education
Graduate of the Graduate School of Banking
Governors State University
Bachelor's Degree
Comerica Bank November 2013 - Present
Johnson Bank October 2012 - November 2013
US Bank March 2010 - September 2012
JPMorgan Chase Formerly WaMu November 2005 - March 2010
Skills
Small Business Lending, Loans, Consumer Lending, Banking, Credit Analysis, Commercial Banking, Mortgage Lending, Loan Origination, Mortgage Banking, Lines Of Credit, Credit, Commercial Lending, Refinance, Residential Mortgages, FHA
Education
Grand Canyon University 2012 — 2016
Bachelor of Science (BS), Economics and Finance
Rockford High School
Johnson Bank July 2012 - Present
Johnson Bank March 2010 - July 2012
Johnson Bank 2005 - 2010
Johnson Keland Management 2001 - 2005
Johnson Bank 1996 - 2001
Skills
Banking, Financial Services, Retail Banking, Mortgage Lending, Private Banking, Loans, Cash Management, Payroll, Call Centers, Deposits, Leadership, Customer Experience, Human Resources
Education
Concordia University-Wisconsin
Bachelor of Arts (B.A.), Business Administration and Communication, Human Resources Management, Magna Cume Laude
Archives Record Storage System - A Division of Merchants April 2013 - Present
Absolute Construction Enterprises April 2012 - March 2013
Johnson Bank November 2002 - December 2011
M&I Bank 1992 - 2002
North Shore Bank 1986 - 1992
Skills
Business Development, Customer Service, Organization Skills, Operations Management, Strategic Planning, Leadership, Loans, Credit, Mortgage Banking, Financial Analysis, Cash Management, Banking, Public Speaking, Credit Analysis, Small Business Lending, Commercial Banking, Mortgage Lending, Real Estate
Education
Carthage College 2005 — 2010
Bachelor of Arts, Business Administration
Cannon Financial Institute 2002 — 2003
Certification, Private Banking School
Gateway Technical College 1973 — 1974
Associate, Marketing/Fashion Merchandising
Mount Mary University 1972 — 1973
Fashion Design
Arizona Outdoor Fun October 2007 - Present
Mister Sparky - Arizona June 2006 - Present
Canyon State Electric 1999 - Present
Arcadia Residences Home Owners Association 2008 - December 2009
Johnson Bank 1999 - 2001
Skills
Analytics, Coaching, Construction, Leadership, Entrepreneurship, Customer Service, Sales Management, Strategic Planning, Marketing, Strategy, Contract Negotiation, New Business Development, Budgets, Team Building, Small Business, Social Media Marketing, Marketing Strategy, Business Planning, Start-ups, Business Development, Strategic Partnerships
Education
Arizona State University - W. P. Carey School of Business 1996 — 1999
Bachelors, Finance
Fashion Institute of Technology 1995 — 1996
Associates, Textile Development and Marketing
O&H Danish Bakery June 2012 - Present
Blue Stone International June 2009 - June 2012
Kohler Co. May 2008 - August 2008
State of Wisconsin July 2007 - May 2008
Johnson Bank May 2006 - August 2006
Skills
Financial Modeling, Valuation, Hyperion Enterprise, Mergers & Acquisitions, Forecasting, Investments, Financial Forecasting, Fixed Income, Banking, Treasury, Strategic Planning, Corporate Finance, Financial Analysis, Cash Flow, Finance, Strategic Financial..., Essbase, Financial Reporting, Real Estate, Management, Accounting, Variance Analysis, Portfolio Management
Education
University of Wisconsin Madison 2005 — 2009
BBA, Finance and Real Estate
Chulalongkorn University 2007 — 2007
BBA, Finance
The Prairie School 2001 — 2005
AmCheck Payment Solutions 2012 - Present
Meridian Bank May 2011 - 2012
Johnson Bank January 2010 - May 2011
JPMorgan Chase February 2008 - January 2010
Wells Fargo February 1998 - January 2008
Bank of America January 1992 - February 1998
Skills
Credit, Commercial Lending, Commercial Banking, Financial Reporting, Loans, New Business Development, Credit Analysis, Employee Benefits, Asset Management, Human Resources, Banking, Insurance, Small Business Lending, Loan Origination, Merchant Services, Mergers & Acquisitions, Small Business, Middle Market, Investments, Portfolio Management, Business Development, Strategic Planning, Finance, Executive Management, Management, Business Strategy, Payroll, Sales, Leadership, Treasury Management, Sales Management, 401k
Education
Arizona State University
BA
Johnson Bank September 2014 - Present
Bravo company USA March 2011 - August 2014
M&I Bank October 2003 - March 2011
Skills
Sales Management, Sales, Account Management, New Business Development, Sales Operations, Direct Sales, Negotiation, Customer Service, Sales Process, Cold Calling, Financial Services, Management
Education
The University of Texas at Austin 1999 — 2001
Bachelor of Science, Kinesiology & Business
Angelo State University 1996 — 1998
Kinesiology and Business
United States Army 1991 — 1996
Recon
Johnson Bank July 2014 - Present
Northern Trust June 2011 - July 2014
Northern Trust August 2009 - June 2011
Northern Trust May 2007 - July 2009
Skills
Client Service Oriented, Team Management, Success Driven, Challenge Driven, Organization, Multitasking Skills, Employee Training, Onboarding, Leadership, Team Leadership, Relationship Management, Team Building, Settlement, Process Improvement, 3rd Party Liaison, Trade Finance, Fixed Income, Equities, Foreign Exchange, Risk Management
Education
Carthage College 2002 — 2006
Bachelor of Arts (B.A.), International Political Economy
Mother McAuley High School 1998 — 2002
Johnson Bank October 2013 - Present
Wells Fargo December 2012 - September 2013
Wells Fargo October 2011 - December 2012
Wells Fargo October 2010 - October 2011
Skills
Coaching, Sales, Employee Training, Customer Service, Training, Sales Management, Banking, Customer Retention, Finance, Human Resources, Management, Customer Acquisition, Account Management, Financial Accounting, Employee Recognition, Employee Engagement, Change Management, Retail Banking, Recruiting, Staff Retention, Talent Management, Credit Analysis
Education
Saint Mary's University of Minnesota 2007 — 2010
Master of Arts (M.A.), Human Resources Management/Personnel Administration, General
Saint Cloud State University 2005 — 2007
Bachelor of Arts (B.A.), Political Science/Public Administration
Buena Vista University 2004 — 2005
Bachelor’s Degree, General Studies
Johnson Bank August 2013 - Present
Skills
Java, SQL, HTML, C++, JavaScript, C, MySQL, Windows, PHP, C#, Linux, CSS, Microsoft SQL Server, Microsoft Office, Core Java, ASP.NET, XML, Databases, Windows 7
Education
Gateway Technical College 2011 — 2013
Associate's degree, Information Technology
Humana July 2013 - Present
West Corporation July 2012 - July 2013
Carthage College February 2012 - May 2012
Johnson Bank July 2011 - September 2011
amfAR, The Foundation for AIDS Research May 2011 - May 2011
Forever 21 March 2010 - August 2010
Skills
French, Translation, Customer Service, Sales, PowerPoint, English, Data Entry, Social Media, Microsoft Word, Research, Teamwork, Leadership
Education
University of Wisconsin-Superior
Bachelor’s Degree, Elementary Education and Teaching
Carthage College 2008 — 2012
B.A., French
Collège International de Cannes 2011 — 2011
Study Abroad Credit, French Language and Literature, 3.5/4.0 GPA
Memorial High School 2004 — 2008
High School, General Studies
Johnson Bank January 1998 - Present
Firstar Bank October 1980 - December 1997
Skills
Wealth Management, Portfolio Management, Asset Management
Education
Edgewood College
Bachelor of Science, Accounting
North Shore Bank September 2015 - Present
Guardian Credit Union November 2011 - September 2015
Guardian Credit Union November 2011 - September 2015
Guardian Credit Union November 2011 - September 2015
Wells Fargo Home Mortgage May 2010 - November 2011
Johnson Bank March 2008 - May 2010
The Equitable Bank January 1997 - April 2008
Wisconsin Mortgage Corporation January 1992 - January 1997
Skills
Mortgage Lending, Refinance, Loans, Home Equity, FHA, Loan Origination, Loan Servicing, Mortgage Banking, Sales, VA loans, Reverse Mortgages, USDA, Residential Mortgages, Credit, FHA financing, Construction Loans, Mortgage Underwriting, Government Loans, Consumer Lending, Commercial Mortgages, Mortgage Marketing, Credit Analysis, Commercial Lending, Home Equity Loans, Certified Mortgage..., Mortgage Servicing, Home Equity Lines of..., Banking, Small Business Lending, Real Estate Financing, Non-Conforming, Lines Of Credit, Underwriting, Credit Unions, Debt Consolidation, VA Loans
Education
Franklin University 1978 — 1980
West High School 1973 — 1977
Martin Financial Resources LLC February 2014 - Present
Johnson Bank March 2013 - February 2014
First Bank of Highland Park March 2012 - March 2013
Harris Bank February 2011 - March 2012
YWCA of Lake County 2011 - 2012
A division of PNC Bank December 2008 - October 2010
National City Bank November 2002 - December 2008
First Midwest Bank May 1996 - November 2002
First Midwest Bank October 1987 - May 1996
Skills
Commercial Lending, Small Business Lending, Loans, Commercial Banking, Lines Of Credit, Underwriting, New Business Development, Commercial Real Estate, Real Estate Transactions, SBA, Retail Banking, Mortgage Lending, Finance, Relationship Mgmt, Credit Analysis, Cash Management, Portfolio Management, Credit Risk, Refinance, Treasury Management, Real Estate, Asset Based Lending, Commercial Mortgages, Loan Origination, Cross Selling, Consumer Lending, Financial Analysis, Real Estate Economics, Leadership, Financial Services, Small Business, Relationship Management, Sales, Cash Flow, Strategic Financial..., Insurance, Mortgage Banking, Nonprofits, Middle Market, Financial Planning, Volunteer Management
Education
Carthage College 1992 — 1996
Business Administration, Business, Marketing, Economics
Carthage College
Business Administration, Management and Operations
Johnson Bank November 2013 - February 2015
Brady Corporation August 2013 - October 2013
M&I Bank June 2008 - March 2013
M&I June 2008 - March 2013
Hilton Milwaukee City Center 2003 - 2006
Skills
Banking, Credit Analysis, Loans, Small Business Lending, Credit, Commercial Lending, Retail Banking, Cash Management, Treasury Management, Commercial Banking, Portfolio Management, Relationship Management, Financial Analysis, Financial Services, Mergers & Acquisitions, Customer Service
Education
Alverno College 2007 — 2010
MBA, Business Adminstration
University of Northern Colorado 1999 — 2003
Bachelore of Sciences, Geopgraphy
Retired as of Aug 1 2015 August 2015 - Present
AnchorBank 1996 - Present
m & i bank 1994 - 1996
johnson bank 1979 - 1992
Skills
Retail Banking, Mortgage Lending, Branch Management, Lines Of Credit, Customer Service, Consumer Lending, Banking, Loans, Refinance, Credit Analysis, Loan Origination, Commercial Lending, Credit, Small Business Lending, Cross Selling
Education
edgerton Sr High 1972 — 1974
High School/Secondary Diplomas and Certificates
Blackhawk Technical College
Financial Planning and Services
Health First March 2015 - Present
Carondelet Health June 2013 - March 2015
SSM Health Care August 2012 - June 2013
SSM Health Care May 2012 - August 2012
Adecco at SC Johnson March 2012 - May 2012
Johnson Bank April 2006 - December 2011
Johnson Bank June 2005 - April 2006
Big Brothers Big Sisters of Portage County May 2004 - November 2004
Skills
Banking, Customer Relations, Customer Service, Event Planning, Outlook, Organizing, PowerPoint, Problem Solving, Teamwork, Recruiting, Interviews, Talent Acquisition, Career Development..., Sourcing, Applicant Tracking, Adobe Acrobat, Microsoft Office, Excel, Editing, Retail, Team Leadership, Word
Education
Cardinal Stritch University 2010 — 2012
Master of Science, Management
University of Wisconsin-Stevens Point 2000 — 2004
Bachelor of Arts, Communication
Thomas More High School 1996 — 2000
High School Diploma
Upper Iowa University June 2014 - Present
State of Wisconsin July 2014 - July 2015
Concordia University Wisconsin August 2010 - July 2014
Johnson Bank 1995 - 2010
Skills
Staff Development, Leadership, Recruiting, Training, Community Outreach, Public Speaking, Customer Service, Outlook, Workshop Facilitation, Non-profits, Statistics, Leadership Development, Data Analysis, PowerPoint, Microsoft Office, Data Entry, Microsoft Excel, Event Planning, Higher Education, Critical Thinking, Teaching, Admissions, Interviews, Resume Writing, Student Development, Career Counseling, Student Affairs, Academic Advising, Career Development, Student Recruiting, Adult Education, Instructional Design, Program Development, Curriculum Development
Education
Concordia University-Wisconsin 2010 — 2013
Master of Business Administration (M.B.A.), Finance & Management
Concordia University-Wisconsin 2008 — 2010
Bachelor of Arts (BA), Business Management
Blackhawk Technical College 2006 — 2007
Associate of Science (AS), Supervisory Management
BMO Harris Bank June 2013 - Present
Johnson Bank January 2013 - June 2013
North Phoenix Rotary September 2010 - May 2013
BMO Harris Bank April 2010 - January 2013
Desert Schools Federal Credit Union January 2007 - March 2010
American Mortgage Group May 2005 - March 2007
Skills
Banking, History, Economics, Austrian Economics, Keynesian Economics, Financial Analysis, Credit Analysis, Commercial Lending, Credit, Commercial Banking, Portfolio Management, Fundraising, Small Business Lending, Loans, Consumer Lending, IRAs, Multilingual, Stock Market, Leadership, Mortgage Banking, Mortgage Lending, Finance, Lines Of Credit, Retail Banking, Underwriting, Loan Origination, Commercial Mortgages, Wealth Management, Refinance
Education
Grand Canyon University 2014 — 2015
Bachelor of Science in Finance and Economics, Development Economics and International Development
Paradise Valley Community College 2005 — 2008
Business/Managerial Economics
Deer Valley High School, Glendale AZ 2001 — 2005
Arizona School Of Real Estate and Business 2005 — 2005
Loan Origination Certificate, Residential Loan Origination
Johnson Bank 2008 - 2013
Skills
Administrative Work, Customer Service, Management, Administrative..., Insurance, Strategy, World Class Customer..., Office Management, Finance, Time Management, Outlook, Access, Administrative..., Program Management, Event Planning, Sales
Education
Jacksonville State University 1999 — 2003
Bachelor of Science (BS)
United Hospital System August 2015 - Present
United Hospital System April 2014 - August 2015
Aurora Health Care September 2011 - December 2012
Childrens Dental Care October 2009 - June 2011
Johnson Bank February 2008 - October 2008
Buffalo Grove Fitness Center February 2007 - November 2007
American Airlines September 1989 - March 2007
Skills
Airlines, Sabre, Airports, Flights, Aviation, Aviation Security, Flight Safety, Flight Planning, IATA, Ticketing, Customer Service, Flight Training, Business Travel, Epic Systems, Dentrix, Microsoft Word, Microsoft Excel, POS, Branch Banking, Triathlon, Fitness Center, Sales
Education
Illinois State University 1984 — 1986
Music
Sterling High School 1980 — 1984
Southport Bank March 2015 - Present
Young Professionals of Racine November 2013 - Present
Johnson Bank November 2013 - March 2015
Johnson Bank December 2007 - November 2013
Johnson Bank March 2003 - December 2007
JPMorgan Chase October 2000 - March 2003
Sara Lee Branded Apparel May 1992 - October 2000
Skills
Leadership, Banking, Training, Sales, Finance, Portfolio Management, Customer Service, Retail Banking, Strategic Planning, Treasury Management, Public Speaking, Financial Analysis, Team Building, Cross Selling, Cash Management, Coaching, Networking, Building Relationships, Event Planning, Marketing, Fundraising, Credit Analysis, Retail
Education
Concordia University-Wisconsin
Bachelor of Arts, Business Management/Human Resource Minor
Concordia University-Wisconsin 2007 — 2008
Associates, Communications
Johnson Bank September 2014 - Present
BMO Harris Bank July 1986 - August 2014
Skills
Commercial Lending, Credit Analysis, Microsoft Excel, Commercial Banking, Banking, Credit, Small Business Lending, Loans, Portfolio Management, Mortgage Lending, Cash Management, Customer Experience, Financial Analysis
Education
Arizona State University 1978 — 1979
Master of Science (MS), Accountancy
Indiana University Bloomington 1972 — 1976
Bachelor of Science (BS), Finance, General
Sheboygan County January 2013 - Present
Zihua Sport Fishing Co. October 2005 - Present
Independent Financial Advisor October 2003 - February 2013
M & I Bank January 2007 - January 2009
Johnson Bank October 2005 - February 2007
Sheboygan Bratwurst Co. March 1999 - December 2003
MetLife Financial Services October 2000 - October 2003
Stubenrauch Architects June 1995 - October 2000
JD's Boathouse Nightclub March 1991 - November 1998
U.P. Engineers & Architects, Inc. September 1987 - March 1993
Skills
Wealth Management, Estate Planning, Mutual Funds, Small Business, Banking, Investment Management, Retirement Planning, Customer Service, Insurance, Team Building, Leadership, Securities, 401k, Consumer Lending, Due Diligence, Public Speaking
Education
Central Michigan University
Mason Co. Central H.S., Scottville, MI
40 Plus for Milwaukee 2014 - Present
Time Warner Cable September 2012 - June 2014
Crossroads Career Network 2014 - 2014
Catholic Knights 2014 - 2014
Time Warner Cable June 2008 - September 2012
Johnson Bank August 2006 - April 2008
Racine County Schools February 1999 - August 2006
Racine County Clerk of Courts February 1999 - July 2001
Community State Bank September 1978 - July 1999
Skills
Process Improvement, Accounts Receivable, Collections, Customer Service, Microsoft Excel, Account Management, Training, Leadership, Project Management, Banking Operations, Image Capture, Excel, Microsoft Word, Employee Relations, Volunteer Management, Staff Supervision, Volunteer Coordination, SOX Compliancy, PeopleSoft, Outlook, Mergers & Acquisitions, Word, Budgets, PowerPoint, Government Affairs, Strategic Planning, Account Reconciliation, Accounts Payable, Non-profit Volunteer, Mentoring, Cross-functional Team..., Analytics, Government, Financial Reporting, Management, Document Imaging, Auditing, Cash Management, Cash Handling Experience, Payroll, Kronos, ADP Payroll, Sarbanes-Oxley Act
Education
American Institue of Banking 1979 — 1983
General Banking Degree, Banking & Finance
Gateway Technical College 1979 — 1981
Associate Degree Accounting, Accounting & Data Processing
Johnson Bank February 2011 - Present
Wells Fargo January 2010 - February 2011
TCF Bank 1997 - 2007
Skills
Banking Managment, Loans, Home Equity Lines of..., Investment Banking, Recruiting, Coaching Staff, Hands-on Training, Operations Management, Operational Excellence, personal, Banking Relationships, Personal Banking, Merchant Services
Education
Alabama State University
University of Wisconsin-Whitewater
Johnson Bank January 2013 - Present
JPMorgan Chase June 2011 - January 2013
JPMorgan Chase December 2009 - June 2011
JPMorgan Chase May 2007 - December 2009
JPMorgan Chase November 2004 - May 2007
JPMorgan Chase October 2003 - November 2004
Skills
Credit, Commercial Lending, Commercial Banking, Small Business Lending, Banking, Portfolio Management, Lines Of Credit, Credit Analysis, Cash Management, Treasury Management, Cross Selling, Financial Services, SBA, Consumer Lending, Mortgage Lending, Loans, Loan Origination, Mortgage Banking, Commercial Mortgages, Retail Banking, Credit Risk
Education
DePaul University
PalatiumCare LLC September 2009 - Present
Johnson Bank November 1997 - September 2010
Skills
Plastics, Customer Service, Marketing, Insurance, Strategic Planning, Finance, Commercial Lending, Credit, Commercial Real Estate, Loans, Banking
Education
Brown College 1980 — 1982
Associate of Applied Science, Communications
Iowa School of Banking - U of I
Banking, Graduate - Iowa School of Banking Program
University of Minn - Communications & Production
Dispensing Dynamics International and San Jamar Inc. March 2014 - Present
Edgewood College December 2013 - March 2014
Johnson Bank March 2006 - August 2013
Tax Airfreight, Inc. May 2004 - March 2006
Elkhorn Area School District February 2003 - May 2004
CleanPower November 2001 - February 2003
ABB January 1993 - September 2001
Skills
Strategic Partnerships, Employee Relations, Full-cycle Recruiting, SDLC, Onboarding, Talent Acquisition, Applicant Tracking..., Leadership, Organizational..., Human Resources, Employee Benefits, Coaching
Education
University of Wisconsin-Whitewater 1990 — 1992
Bachelor of Science, Business Education
Carroll University 1988 — 1990
General Studies
Gateway Technical College
Associate of Applied Science
Bank of America August 2014 - Present
Bank of America October 2013 - August 2014
Bank of America April 2013 - October 2013
Bank of America February 2013 - April 2013
Bank of America June 2012 - February 2013
Alliance Credit Counseling November 2010 - June 2012
Bank of America June 2011 - August 2011
Johnson Bank April 2008 - August 2010
Wells Fargo Financial July 2006 - March 2008
Skills
Cross-functional Team..., Competitive Analysis, Project Management, Product Management, Marketing Strategy, Product Development, Strategy, Relationship Management, New Product Development, Contract Negotiation
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
Master of Business Administration (MBA), Marketing
Brigham Young University - Idaho 1999 — 2006
Bachelor of Science (B.S.), Business Administration, Marketing & Information Systems
Johnson Bank July 2011 - Present
Boys & Girls Clubs of Greater Milwaukee June 2011 - Present
Port Catholic School 2009 - Present
Rebuilding Together Greater Milwaukee July 2007 - Present
Big Brothers Big Sisters of Ozaukee County September 2003 - Present
Feith Family YMCA, Saukville June 2011 - March 2014
New England Financial, The Wisconsin Group May 2010 - July 2011
FKA AMCORE Bank April 2007 - April 2009
US Bank Private Client Group April 2006 - April 2007
TCF National Bank January 2000 - April 2006
Skills
Cash Management, Commercial Banking, Banking, Mortgage Lending, Professional Services, Plannning, Credit, Commercial Lending, Small Business, Valuation, Investments, Cold Calling, Customer Service, Business Development, Finance, Private Banking, Loans, Accounting, Insurance, Management, Portfolio Management, Financial Analysis, Sales, Treasury Management, Consumer Lending, Small Business Lending, Financial Advisory, Selling, Credit Analysis, Series 7, Strategic Financial..., Wealth Management, Cross Selling, Risk Management, Financial Services, Underwriting, Relationship Management, Retirement Planning, Retirement, Mutual Funds, Securities, Asset Allocation, Executive Management, Investment Advisory, Life Insurance, Wealth Management..., Deposits, Lines Of Credit, Estate Planning, Retail Banking
Education
UW-Madison School of Business Master's Program 1990 — 1993
Master of Science, Banking, Finance, and Investments
Gustavus Adolphus College 1984 — 1988
Bachelor of Arts, Financial Economics
Ashland High School 1980 — 1984
Johnson Financial Group July 2011 - Present
Better Business Bureau January 2015 - Present
Better Business Bureau of Wisconsin May 2003 - Present
Ronald McDonald House Charities Eastern Wisconsin January 2013 - August 2015
theXcalibur, LLC August 2009 - December 2014
Johnson Bank October 2011 - January 2014
Harris Bank July 2010 - May 2011
M&I Marshall & Ilsley Bank 1990 - 2009
Hartford Area Development Corporation 1987 - 1990
United States Peace Corps 1983 - 1985
Skills
Team Building, Loans, Banking, Program Management, Strategy, Management, Leadership, Mergers & Acquisitions, Commercial Banking, Commercial Lending, Small Business, Strategic Planning, Marketing Strategy, Sales Process, Nonprofits, Recruiting, Small Business Lending, Financial Analysis, Selling, Public Speaking, Fundraising, Event Planning, Sales, Employee Relations, Analytics, Marketing, Credit Analysis, Risk Management, Social Media, Mortgage Lending
Education
Cardinal Stritch University 1981 — 1983
Masters of Science, Management
Roosevelt University 1980 — 1981
Graduate Certification, Paralegal
University of Wisconsin-Milwaukee 1975 — 1980
Bachelor of Arts, Political Science, History
Marquette University High School 1971 — 1975
Johnson Bank October 2010 - Present
FirstMerit Bank February 2010 - October 2010
First Bank January 2005 - February 2010
Bridgeview Bank Group 2004 - 2005
Cole Taylor Bank 1992 - 2004
Ameritrust Bank NA 1985 - 1992
American Security Bank January 1980 - June 1985
National Bank of Detroit 1973 - 1980
Skills
Credit, Commercial Lending, Credit Analysis, Strategic Planning, Small Business Lending, Financial Analysis, Commercial Banking, Banking, Credit Risk, Loans, Bank Management, Portfolio Management, Negotiation, USDA, Real Estate, Commercial Finance, Real Estate Economics, Underwriting, Middle Market, Treasury Management, Mortgage Lending, Leveraged Finance, VA loans, Loan Origination, Asset Based Lending, Lines Of Credit
Education
Indiana University - Kelley School of Business 1971 — 1973
MBA, Finance
Xcel Energy December 2013 - Present
Kids Love Lacrosse, LLC June 2013 - Present
Stifel Nicolaus October 2009 - December 2012
UBS Financial Services August 2007 - September 2009
1st National Bank of Arizona November 2005 - August 2007
Johnson Bank November 1997 - November 2005
Rauscher, Pierce, Refsnes May 1992 - November 1997
Bank One October 1988 - May 1992
Piper Jaffray March 1987 - September 1988
Skills
Financial Analysis, Banking, Asset Managment, Fixed Income, Mutual Funds, Series 7, Asset Allocation, Investments, Wealth Management, Strategic Financial..., Portfolio Management, Risk Management, Equities, Cross Functional Team..., Collaborative Innovation, Strategy, Asset Management, Capital Markets, CRM, Financial Modeling, Microsoft Excel, Account Management, Business Planning, Finance, Analysis, Investment Advisory, Investment Strategies, Alternative Investments, ETFs, Forecasting, Securities
Education
University of Colorado at Boulder 1983 — 1986
Bachelor of Science (B.S.), Finance
College for Financial Planning 2006 — 2007
Chartered Retirement Planning Counselor
Fort Lewis College 1982 — 1983
Business
Cherry Creek High School 1979 — 1982
BMO Harris Bank June 2007 - Present
Johnson Bank April 2001 - April 2007
Skills
Commercial Lending, Commercial Banking, Credit, Small Business Lending, Banking, Loans, Credit Analysis, Lines Of Credit, Consumer Lending, Portfolio Management, Loan Origination, Mortgage Lending, Commercial Real Estate, Asset Based Lending, Commercial Mortgages, Treasury Management, Cross Selling, Finance, Credit Risk, Cash Management, Mortgage Banking, Underwriting, Retail Banking, Deposits
Education
Georgetown University 2002 — 2003
ABA Graduate School of Banking, Banking
University of Wisconsin-Milwaukee - Lubar School of Business 1989 — 1992
MBA, Finance & Accounting
University of Wisconsin-Milwaukee - Lubar School of Business 1986 — 1988
BA, Finance
Matthiesen, Wickert & Lehrer, S.C. May 2009 - Present
AXA Advisors September 2013 - February 2014
Johnson Bank June 2013 - September 2013
Flannery's May 2012 - September 2013
Skills
Outlook, Microsoft Excel, PowerPoint, Social Media, Writing, Public Speaking, Time Management, Blogging, Legal Research, Legal Writing, Westlaw, Marketing, Time Matters, Tabs, Worldox, Weebly, Moody, Credit Quest, Customer Satisfaction, YouTube
Education
Marquette University Law School 2014 — 2018
Juris Doctor
University of Wisconsin-Milwaukee 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General
Concordia University-Wisconsin 2010 — 2011
Business Administration and Management, General
Grand Canyon University April 2012 - May 2015
Johnson Bank Arizona July 2009 - December 2011
Johnson Bank June 2005 - March 2008
BRP September 2001 - December 2003
Becker Communications, Inc November 1991 - February 2001
Skills
Customer Service, Microsoft Office, Nonprofits, Risk Management, Leadership, Team Building, Training, Public Speaking, Banking, Coaching, Leadership Development, Time Management, Instructional Design, Recruiting, Team Leadership
Education
Grand Canyon University 2013 — 2014
Master of Science in Leadership, Organizational Leadership
Carthage College
B.A., Education
Valparaiso University
Wisconsin REALTORS® Association March 2012 - Present
Johnson Bank March 2010 - March 2012
Johnson Bank January 2005 - March 2010
Virchow Krause May 2000 - January 2005
Banc One Securities 1998 - 2000
Skills
Investments, Employee Benefits, Retirement, Pensions, Asset Management, Financial Planning, Wealth Management, Customer Relations, New Business Development, Compliance, Public Speaking, Customer Service, Sales Management, Strategic Financial..., Asset Allocation, Finance, Mergers, Retirement Planning, Mergers & Acquisitions
Education
Florida State University - College of Business 2000 — 2003
Certificate in Finanical Planning, Financial Planning
University of Wisconsin-Whitewater 1992 — 1996
Bachelor, Political Science and Government
University of Wisconsin-Madison
Certificate in Human Resources, Human Resources Management and Services
West Bend High School
JSL Compliance Services LLC June 2011 - Present
Capitol Bancorp April 2000 - June 2011
Johnson Bank June 1998 - April 2000
Norwest Services Incorporated June 1997 - June 1998
Community Bank of Arizona September 1996 - June 1997
First Bank Nebraska, NA January 1988 - August 1996
Skills
Enterprise Risk..., Bank Secrecy Act, Loans, Financial Risk, Banking, Credit, Risk Management, Commercial Banking, Commercial Lending, Small Business Lending, Auditing, Accounting, Operational Risk...
Education
Keller Graduate School of Management of DeVry University 1997 — 1999
Masters of Business Administration, Accounting, Finance
University of Nebraska at Omaha 1987 — 1990
Bachelor of Science, Elementary Education, Emphasis in Social Studies
Kalamazoo College 1983 — 1986
History, Religion
Wardlaw-Hartridge 1979 — 1983
Caliber Home Loans February 2015 - Present
Suburban Mortgage AZ BK 10123 July 2014 - February 2015
Johnson Bank March 2010 - July 2014
Legacy Home Mortgage October 2009 - March 2010
Bank of America/Countrywide March 2008 - October 2008
American Mortgage Network July 2006 - November 2007
Citicorp Mortgage October 2004 - July 2005
Washington Mutual April 2000 - October 2004
Realty Executives November 1996 - May 1999
YMCA 1998 - 1999
Skills
FHA, Loans, Refinance, Real Estate, Mortgage Banking, VA loans, Credit, Residential Mortgages, Loan Origination, Investment Properties, Mortgage Lending, Jumbo Mortgage, Commercial Real Estate, Video Editing, First Time Home Buyers, Foreclosures, FHA financing, Short Sales, Investments, Mortgage Underwriting, Underwriting, Construction Loans, Residential Homes, USDA
Education
Arizona State University 1977 — 1979
Bachelor of Science, Management
Scottsdale Community College 1975 — 1977
Associate of Arts, General
Gerard High School 1971 — 1975
Diploma, General
Johnson Bank October 2011 - Present
Sharon Lynne Wilson Center for the Arts December 2014 - Present
Discovery World at Pier Wisconsin May 2014 - Present
PAVE March 2013 - Present
Skills
Financial Analysis, Banking, Event Management, Non-profits, Program Management, Nonprofits, Time Management, Small Business, Business Planning, Leadership, Commercial Lending, Small Business Lending, Strategic Planning, Portfolio Management, Commercial Banking, Credit, Finance, Loans, Investments, Networking
Education
Cardinal Stritch University
Piccadilly Antiquies & Vintage Decore February 2013 - Present
Wisconsin Women's Business Initiative Corporation April 2008 - April 2014
Johnson Bank May 2007 - October 2007
US Bank July 2002 - August 2006
Angel Babies Child Care/Kenosha August 1997 - June 2002
Skills
Customer Service, Small Business Lending, Commercial Lending, Team Building, Marketing, Small Business, Coaching, Leadership Development, Strategic Planning, Consumer Lending, Public Speaking, Lines Of Credit
Education
Capella University 2004 — 2008
MBA, Business
University of Wisconsin-Stout 1992 — 1996
Bachelor of Science, General Business Administration
Gateway Technical College 1989 — 1991
Associate of Applies Science, Marketing
Northwestern Mutual Capital May 2014 - Present
Robert W. Baird & Co. 2012 - 2014
Deutsche Bank 2010 - 2012
Deutsche Bank June 2009 - August 2009
Johnson Bank 2004 - 2008
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
MBA
University of Wisconsin-Madison 2000 — 2004
BBA, Finance; Economics
Fidelity National Information Services July 2013 - Present
Fidelity National Information Services May 2012 - July 2013
Wells Fargo Bank January 2010 - May 2012
Metavante Image Solutions July 2008 - December 2009
SWCFCU July 2005 - July 2008
JPMorgan Chase November 2004 - July 2005
Johnson Bank July 1995 - April 2003
US Bank June 1977 - May 1995
Fiserv January 1990 - October 1993
Skills
Project Management, Process Improvement, SharePoint, DBVisualizer, SQL, Databases, Data Analysis, Core Banking, Back Office, System Implementations, Vendor Management, ECS, Electronic Payments, Business Process..., SDLC, Visio, Analysis, Management, Leadership, Strategy
Education
Kaplan University 2009 — 2010
Project Management Certification, Project Management
Concordia University-Wisconsin 1998 — 2000
MBA, Finance
Alverno College 1991 — 1995
BA, Business
PrimeLending November 2013 - Present
IBERIABANK MORTGAGE August 2012 - November 2013
ONB Bank & Trust Co. - Member of Centralbancompany November 2011 - August 2012
Century Home Mortgage July 2010 - November 2011
Johnson Bank April 2009 - July 2010
BBVA Compass Bank December 2007 - April 2009
First Horizon Home Loans November 2004 - September 2007
Compass Bank July 2000 - November 2004
Skills
Project Portfolio..., Licensed Mortgage..., Credit, Loans, Mortgage, Mortgage Lending, Strategic Planning, Team Building, Business Planning, Consultative Selling, FHA, Refinance, First Time Home Buyers, Underwriting, Conventional, Banking, Customer Relations, Purchase, VA, Finance, Customer Service, Real Estate, Financial Analysis, Sales Management, Leadership, Home Equity Loans, Investment Properties, USDA, Mortgage Banking, VA loans, Loan Origination, Construction Loans, Credit Analysis, Commercial Lending, Referrals, Reverse Mortgages, Sales, FHA financing, Selling, Residential Mortgages, Mortgage Underwriting, Consumer Lending, Government Loans, Loan Servicing, Real Estate Financing, Loss Mitigation, Certified Mortgage..., Mortgage Marketing, Mortgage Servicing, Commercial Banking
Education
Arizona State University 1976 — 1980
BS, Finance
Tulsa Community College 2011 — 2012
Project Management, National Certification
Friends of the Boundary Waters Wilderness September 2015 - Present
University of Minnesota Bookstore August 2014 - September 2015
Irish Fair of Minnesota January 2015 - May 2015
Johnson Bank May 2013 - August 2013
Skills
Photoshop, Marketing, Event Planning, Social Media, Dance, Research, Microsoft Office, Writing, Public Relations, Facebook, Spanish, Leadership, Communication, Social Networking, Critical Thinking, Microsoft Excel
Education
University of Minnesota-Twin Cities 2012 — 2016
Bachelor's Degree, International Relations and Strategic Communication
Hitotsubashi University 2014 — 2014
International Business
Johnson Bank July 2012 - Present
Sharon Lynne Wilson Center for the Arts 2009 - Present
Village of Elm Grove 2005 - Present
COSBE 1990 - Present
Annex Wealth Management April 2012 - July 2012
BMO Harris Bank 2008 - 2011
MMBC 2005 - 2008
Merchants and Manufacturers Bancorporation 2002 - 2008
Jack Nelson & Assoc. 1985 - 2005
Skills
Strategic Financial..., Sales, Finance, Wealth, Financial Advisory, Wealth Management, Retirement Planning, Commercial Lending, 401k, Training, Insurance, Asset Allocation, Series 7, Investment Advisory, Retirement, Estate Planning, Leadership
Education
DePaul University 1968 — 1972
Bachelor of Science (BSc), Business Administration and Management, General
De Paul University
Master of Business Administration (MBA), Business Administration and Management, General
Johnson Bank March 2013 - Present
PNC June 2011 - March 2013
M&I Bank 2002 - December 2010
M&I Bank 1998 - 2002
M&I Bank 1992 - 1998
Skills
Sales Management, Business Development, Project Management, CRM, Commercial Lending, Commercial Banking, Loans, Consumer Lending, Small Business Lending, Credit, Retail Banking, Mortgage Lending, Credit Analysis, Leadership, Sales, Coaching, Finance, Financial Services, Banking, Management, Marketing
Education
Commerical Lending School WBA
Graduate School of Banking
Graduate School of Banking
IBA Banking Audit School
Internal Banking Audit School
Illinois State University
Business Education
Morgan Stanley April 2013 - Present
Johnson Bank May 2011 - April 2013
Associated Bank June 2010 - May 2011
Northern Trust 2006 - 2010
MB Financial Bank 2003 - 2006
Skills
Wealth Management, Investments, Banking, Strategic Financial..., Finance, Portfolio Management, Private Banking, Loans, Commercial Banking, Asset Allocation, Insurance, Mutual Funds, Series 7, Wealth, Retirement Planning, Securities Lending, Restricted Stock, Negotiation
Education
Illinois Wesleyan University 2001 — 2003
Bachelors, Business Administration
DePauw University 1999 — 2001
Bloomington High School 1995 — 1999
National Bank of Arizona 2012 - Present
Arizona Business Bank June 2010 - December 2011
Johnson Bank May 2008 - June 2010
Charter One Bank January 2001 - June 2008
Skills
Loans, Commercial Banking, Commercial Lending, Small Business Lending, Banking
Education
Florida Southern College
BSBA, Finance, Economics
Johnson Bank June 2010 - August 2010
Greater Phoenix Economic Council 2010 - 2010
Skills
Loans, Credit, Research, Financial Analysis, Time Management, Accounting, Leadership, Microsoft Word, Microsoft Excel, Customer Service
Education
Arizona State University - W. P. Carey School of Business 2008 — 2012
Capitol Bancorp June 2000 - Present
Western Security Bank April 1998 - June 2000
Kiva International February 1996 - April 1998
Johnson Bank January 1994 - February 1996
Norwest Bank/Citibank/United Bank February 1987 - January 1994
Education
Western States School of Banking 2002 — 2004
Glendale Community College
Business
Plymouth Joint School District May 2009 - Present
BMO Harris Bank September 2013 - January 2015
River Valley Bank November 2010 - August 2013
Johnson Bank February 2006 - November 2010
Education
University of Minnesota-Twin Cities 1983 — 1986
BA, Journalism, Public Relations Emphasis - Urban Sociology Minor
Arizona State University 1981 — 1983
Music Performance
Securant Bank & Trust October 2011 - Present
McHenry School District 15 2009 - May 2013
Johnson Bank September 2011 - October 2011
Exelon Corporation May 2011 - August 2011
AMCORE Bank now Harris N.A. October 2007 - August 2010
Cardunal Savings Bank September 2002 - September 2007
Prairie State Bank now Prairie Community Bank August 2001 - September 2002
H&R Block January 1997 - April 2002
Benedictine University, Lisle, IL, 6/1995-12/2001, College of DuPage, Glen Ellyn, IL, 9/1995-6/1996 June 1995 - December 2001
Illinois State University, 1987-1994, Illinois Wesleyan University,1992-1995 August 1987 - May 1995
Skills
Accounting, Financial Analysis, Auditing, Internal Controls, Internal Audit, Loans, Banking, Credit, Analysis, Finance, Process Improvement, Management, Investments, Tax, Sarbanes-Oxley Act, Payroll
Education
Illinois State University 1987 — 1988
MS, Accounting
Illinois State University 1980 — 1984
BS, Accounting
Herslof Optical Co October 2010 - Present
Whittow's Tree Service, LLC April 2009 - Present
Johnson Bank 2004 - 2009
Firstar/US Bank 2000 - 2002
Aurora Health Care 1997 - 1998
State Medical Society of WI 1990 - 1996
Firstar Bank 1988 - 1990
Skills
Loans, Lines Of Credit, Commercial Lending, Business Development, Banking, Credit, Credit Analysis, Cash Management, Treasury Management, Consumer Lending, Portfolio Management, Product Development, Credit Risk, Finance, Cash Flow, Strategic Planning, Sales Management, Small Business
Education
Concordia University-Wisconsin
MBA, Finance
University of Wisconsin-Whitewater
BS, Economics
County of San Diego August 2014 - Present
County of San Diego April 2014 - August 2014
County of San Diego October 2012 - April 2014
United Way of Lake County May 2010 - June 2012
County of San Diego February 2008 - September 2009
Mothers Against Drunk Driving 2006 - 2006
Girl Scouts of Racine County, Inc. June 2001 - December 2005
Johnson Bank 1997 - 2001
Skills
Fundraising, Volunteer Management, Non-profits, Government, Government Procurement, Government Contracting, Grant Writing, Marketing, Leadership, Marketing Communications, Event Planning, Community Development, Building Relationships, Media Relations, Non-profit Board..., Program Development, Training, Event Management, Program Management, Workplace Giving, Public Relations, Microsoft Office, Teaching, Customer Service, Philanthropy, Grants, Community Engagement, Staff Development, Benevon Model FKA The..., Peer-to-Peer, Friends..., Strategic Communications, Nonprofits
Education
Loyola University of Chicago - Graduate School of Business 2004 — 2006
Master of Business Administration (M.B.A.)
The Center on Philanthropy at Indiana University 2002 — 2003
Certificate, Fund Raising Management
Concordia University-Wisconsin 1998 — 2000
Bachelor of Arts, Management and Communications
Waukegan HS
U.S. Bank June 2014 - Present
Edward Jones February 2011 - May 2014
Johnson Bank December 2006 - June 2010
US Bank 2003 - 2006
BBVA Compass March 2001 - October 2003
National Bank of Arizona May 1998 - March 2001
Skills
Banking, Recruiting, Training, Leadership, Customer Service, Commercial Banking, Loans, Business Development, Commercial Lending, Portfolio Management, Credit, Financial Services, Small Business Lending, Financial Analysis, Consumer Lending, Sales Management, Investment Banking, Retail Banking, Branch Banking, Private Banking
Education
Kaplan University
Series 7
Johnson Bank January 2014 - Present
Johnson Bank April 2013 - January 2014
Chase June 2011 - April 2013
Arrowhead Community Bank August 2007 - June 2011
Chase October 2003 - August 2007
Skills
Banking, Loans, Customer Service, Finance, Retail Banking, Consumer Lending, Loan Origination, Financial Analysis, Management, Portfolio Management, Credit, Lines Of Credit, Relationship Management
Education
Arizona State University
ALEC Abbott Laboratories Employee Credit Union November 2014 - Present
ALEC Abbott Laboratories Employee Credit Union December 2012 - Present
ALEC Abbott Laboratories Employee Credit Union July 2012 - December 2012
Johnson Bank June 2011 - July 2012
Chase September 2008 - May 2011
Skills
Credit, Loans, Retail Banking, Cash Management, Banking, Cross Selling, Customer Service, Outlook, Branch Banking, Teller Operations, Sales, Customer Satisfaction, Customer Retention, Account Reconciliation, Cash Handling Experience, Customer Experience, Data Entry, Deposits, Teamwork, Process Improvement, Finance, Inventory Management, Management, Microsoft Excel, Financial Services, Payments, Microsoft Word, Telephone Skills, Internet Banking, Credit Analysis, Financial Transactions, Loan Servicing, Time Management, Call Centers
Education
College of Lake County 2010 — 2011
Certification, Pharmacy Technician/Assistant
Southport Bank March 2015 - Present
Johnson Bank September 2009 - May 2014
Johnson Bank January 1997 - September 2009
Skills
Banking, Credit, Commercial Lending, Retail Banking, Customer Service, CRM, Small Business Lending, Mutual Funds, Financial Services, Lines Of Credit, Consumer Lending, Retirement Planning, Branch Management, Coaching, Mortgage Lending, Cash Management, Wealth Management, Credit Analysis, Loans, Finance, Sales, Withdrawals, Portfolio Management, Credit Risk, Commercial Banking, Underwriting, Financial Analysis, New Business Development, Mentoring, Building Relationships, Compliance, Non-profit Volunteer
Education
Carthage College 2004 — 2008
BA, Business Adminstration & Marketing
Kaplan University 2003 — 2003
Post Graduate Financial Planning Education Program Course
Your Payroll Department 2012 - Present
Johnson Bank December 2009 - September 2012
US Bank May 2006 - December 2009
First Banking Center October 2001 - May 2004
Skills
Loans, Deposits, Consumer Lending, Lines Of Credit, Branch Management, Retail Banking, Bank Secrecy Act, Cross Selling, Banking, Credit, Branch Banking, Credit Analysis, Cash Management, Refinance, Small Business Lending, Commercial Lending
Education
Gateway Technical College
University of Phoenix Online
associates degree, business administration
Johnson Bank August 2014 - Present
BMO Harris Bank, N.A. August 2013 - August 2014
Harris myCFO August 2012 - August 2013
Fifth Third Private Bank March 2010 - August 2012
Dalton & Dalton, P.C. April 1991 - March 2010
Skills
Mergers & Acquisitions, Governance, Tax, High Net Worth..., Legal Writing, Accounting, Contract Negotiation, Investments, Joint Ventures, Finance, Internal Audit, Financial Services, Real Estate, Mergers, Management, Estate Planning, Strategic Planning, Estate Tax Planning, Financial Risk, Team Leadership, Trusts, Wealth Management, Negotiation, Analysis
Education
John Marshall Law School 2008 — 2011
LL.M., Taxation
DePaul University - Charles H. Kellstadt Graduate School of Business 1987 — 1990
M.B.A., Finance
DePaul University College of Law 1987 — 1990
J.D.
Valparaiso University 1982 — 1986
B.S., Accounting
Johnson Bank March 2014 - August 2014
BMO Private Bank May 2012 - February 2014
BMO Private Bank April 2005 - May 2012
PNC Advisors 2003 - 2004
Wells Fargo Bank January 1999 - January 2001
Wells Fargo Bank January 1998 - January 1999
Wells Fargo Bank January 1989 - January 1997
Skills
Wealth Management, Sales Management, Investment Management, Management, Performance Management, Finance, Business Planning, Coaching, Strategic Planning, New Business Development, Marketing, Financial Analysis, Banking, Sales, Relationship Management, Portfolio Management, Investments, Credit, Financial Services, Strategy
Education
Augsburg College 1979 — 1983
Bachelor of Arts (B.A.), Music Performance, General
Community Involvement
Bachelor, Music
Johnson Bank March 2015 - Present
Wells Fargo Home Mortgage August 2011 - March 2015
JP Morgan Chase July 2010 - August 2011
Citizens Bank May 2006 - July 2010
Fox Communities Credit Union September 2004 - May 2006
Castle Mortgage- ERA Titletown Realtors May 2003 - July 2004
Bank Mutual November 1997 - May 2003
Skills
Asset Based Lending, Real Estate, Retirement Planning
Education
University of Wisconsin-Green Bay 1993 — 1994
Bachelor's, Social Change and Development
Graceland University 1991 — 1993
Bachelor's, International Studies
Knuth Financial Life Planning May 2007 - Present
Johnson Bank 2004 - 2007
M&I Corporation 1994 - 2003
Skills
Strategic Financial..., Insurance, Retirement Planning, Portfolio Management, Risk Management, Wealth Management..., Asset Managment, Communication, Service Coordination
Education
College for Financial Planning 1985 — 1987
CFP, Financial Planning and Services
UW-Eau Claire 1978 — 1982
BBA, Business, Marketing
Johnson Bank July 2013 - Present
BMO Private Bank February 2004 - 2013
M&I Bank 2001 - 2004
Skills
Commercial Lending, Loans, Banking, Finance, Financial Services, Investment Advisory, Credit, Commercial Banking, Small Business Lending, Consumer Lending, Credit Analysis, Private Banking, Mortgage Lending, Wealth Management, Retail Banking
Education
Arizona State University 1991 — 1996
BS, Marketing
Fox Valley Technical College August 2015 - Present
Thrivent Financial January 2015 - August 2015
Thrivent Financial March 2012 - December 2014
Thrivent Financial Bank August 2007 - March 2012
Johnson Bank March 2005 - August 2007
Associated Bank January 1998 - January 2005
First Federal Savings Bank January 1994 - January 1997
Skills
Leadership, Coaching, Loans, Organizational..., Sales, Banking, Strategic Planning, Mortgage Lending, Analysis, Management, Process Improvement, Home Equity, Talent Management, Team Leadership, Mentoring, Commercial Lending, Credit, Team Building, Credit Analysis, Staff Development, Insurance, Employee Engagement, Start-ups, Servant Leadership, Financial Forecasting, Professional Mentoring, Small Business Lending, Customer Service, 360 Feedback, Career Development, Financial Structuring, Process Consulting, Training Facilitation, Process Consultation, Mortgage, Personal Loans, Loan Structuring, Talent Mapping, Risk Management, Financial Services, Leadership Development
Education
Gonzaga University 2006 — 2009
Masters, Organizational Leadership/Servant Leadership
University of Wisconsin-Oshkosh 1989 — 1993
Bachelor of Arts, Spanish, Latin American Studies
Lean Six Sigma
Oregon State Credit Union February 2013 - Present
Johnson Bank September 1998 - October 2012
Skills
Teaching, Microsoft Word, PowerPoint, Microsoft Office, Public Speaking, Customer Service, Microsoft Excel, Research, Outlook, English, Windows, Editing, Leadership, Mortgage Lending, Negotiation, Marketing, Coaching, Banking, First Time Home Buyers
Education
Corban University 1972 — 1977
B.S. Education, Elementary Education and Teaching
American Family Insurance January 2011 - Present
American Family Insurance March 2006 - December 2010
Johnson Bank May 2000 - December 2005
Skills
Insurance, Customer Service, Property & Casualty..., Management, Loans, Banking, Sales, Budgets, Financial Analysis, Financial Services, Small Business, Life Insurance, Umbrella Insurance, Term Life Insurance, Underwriting, Commercial Insurance, General Insurance, Leadership, Team Building
Education
Edgewood College 2002 — 2004
Business, Accounting
Allstate Finance Company December 2007 - Present
LaSalle Bank March 2007 - December 2007
Johnson Bank March 2005 - March 2007
Harris Bank October 2002 - March 2005
LaSalle Bank August 1994 - October 2002
Skills
Banking, Credit, Commercial Banking, Loans, Treasury Management, Underwriting, Risk Management, Commercial Lending, Credit Analysis, Mergers & Acquisitions, Financial Analysis, Process Improvement, Relationship Management, Cash Management, Mortgage Lending, Finance, Portfolio Management, Insurance, Capital Markets, Consumer Lending, Corporate Finance, Credit Risk, Cross Selling, Executive Management, Financial Modeling, Financial Risk, Financial Services, Investments, Loan Origination, Mortgage Banking, Small Business Lending, Strategic Financial...
Education
DePaul University 1997 — 2000
MBA, E Commerce
Valparaiso University 1990 — 1994
B.S., Business Administration
Johnson Bank January 2014 - Present
Relay for Life of Kenosha 2009 - Present
Johnson Bank January 2010 - January 2014
Johnson Bank April 2006 - January 2010
Johnson Bank August 1997 - April 2006
Skills
Customer Service, Branch Management, Sales Management, Sales, Operations Management, Team Building, Leadership, Banking, Training, Management, Strategic Planning, Budgets, Risk Management, Loans, Consumer Lending, Coaching, Customer Satisfaction, Credit, Commercial Lending, Small Business Lending, Branch Banking, Commercial Banking, Retail Banking, Lines Of Credit, Credit Analysis, Mortgage Lending, Loan Origination
Education
Concordia University-Wisconsin 2014 — 2016
Master of Business Administration (M.B.A.)
Concordia University-Wisconsin 2006 — 2009
BA, Business
Gateway Technical College 2001 — 2005
Associates Degree, Management
Southwest Kidney Institute August 2011 - Present
Johnson Bank 2007 - 2011
Johnson Bank Arizona 1990 - 2007
Skills
Account Reconciliation, Banking, Microsoft Excel, Accounting, Variance Analysis, Accounts Payable, Management, Spreadsheets, Loans, Financial Analysis, Training, General Ledger, Leadership, Journal Entries, QuickBooks, Accounts Receivable, Financial Reporting, Credit, Financial Accounting, Microsoft Office, ADP Payroll, Cash Management
Education
Illinois State University
B.S., Psychology
Johnson Bank July 2007 - Present
JPMorgan Chase March 1984 - June 2007
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Leadership, Cash Management, Loans, Underwriting, Banking, Portfolio Management, Insurance, Credit Analysis, Consumer Lending, Credit, Lines Of Credit, Credit Risk, Mortgage Lending, Team Leadership
Education
Concordia University-Wisconsin 2002 — 2005
Business Administration and Management, General
Bradford
Concordia University-Wisconsin
Johnson Bank July 2012 - Present
Center For Financial Training (CFT) October 2003 - Present
Johnson Bank February 2002 - June 2012
Racine Theater Guild January 2009 - January 2010
Leadership Racine 2005 - 2008
Girl Scouts of Racine County January 2001 - September 2007
YPR: Young Professionals of Racine January 2000 - October 2006
Johnson Bank January 1997 - February 2002
Johnson Bank October 1991 - January 1997
Skills
Leadership Development, Sales, Banking, Coaching, Leadership, Team Building, Instructor-led Training, Operational Excellence, Mentoring Of Staff, Generational Differences, Consumer Lending, Cross Selling, CRM, Retail Banking, Management, Training, Sales Management, Talent Management, Business Development, Analysis, Customer Retention, Strategy, Commercial Lending, Credit, Loans, Commercial Banking, Financial Risk, Small Business Lending, Credit Analysis, Vendor Management..., Portfolio Management
Education
University of Wisconsin-Madison 2003 — 2005
Other, Graduate School of Retail Banking
Leadership Racine Program 2002 — 2003
Concordia University-Wisconsin 1998 — 2001
BA, Business Management/Communications
William Horlick High School 1979 — 1982
JPMorgan Chase & Co. February 2015 - Present
Merrill Lynch 2011 - Present
Johnson Bank February 2014 - February 2015
Deutsche Asset and Wealth Management September 2000 - December 2008
Eurohypo AG June 1997 - September 2000
Education
University of Mannheim 1989 — 1992
Ph.D., Law
Karl-Franzens-Universität Graz 1987 — 1989
First Diplome Exame, Law
Johnson Bank February 2009 - Present
PyraMax Bank June 1998 - February 2009
Education
Kansas Wesleyan University 1965 — 1973
Johnson Bank May 2010 - Present
Education
Alverno College
Bachelor's degree, Community Leadership and Development
Arizona Business Bank June 2004 - Present
Johnson Bank 2003 - 2004
National Bank of Arizona 1998 - 2004
Skills
Banking, Commercial Banking, Commercial Lending, Loans, Credit, Branch Banking, Retail Banking, Small Business Lending, ACH
Education
California State University-Northridge 1992 — 1997
Bachelor of Art, Fine/Studio Arts, General
Wm. S. Hart High School 1987 — 1991
High School Diploma
Johnson Bank October 2011 - Present
Johnson Bank December 2007 - October 2011
Johnson Bank June 2006 - December 2007
Johnson Bank March 2002 - June 2006
Johnson Insurance February 2001 - March 2002
Skills
Customer Service, Retail Banking, Commercial Banking, Deadline Oriented, High Level Of Accuracy
Education
Cardinal Stritch University 2005 — 2009
Bachelor's Degree, Business Management
Johnson Bank September 2014 - Present
Capital One August 2012 - Present
Capital One September 2010 - August 2012
Capital One February 2007 - September 2010
ACAMS 2006 - 2009
PNC Bank September 1988 - January 2007
Continental Bank 1987 - 2006
Midlantic Bank 1987 - 1996
Continental Bank 1987 - 1996
Skills
Compliance, Risk, Risk Management, AML, Risk Mitigation, Banking, Basel II, Auditing, Financial Risk, Fraud, Operational Risk..., Quality Assurance, Software Documentation, Policy, Training, Management, Anti Money Laundering, Operational Risk, Financial Services, Credit, Risk Assessment, Retail Banking, Leadership
Education
Arcadia University 1982 — 1987
Bachelor of Science (BS), Business Administration and Management, General
Beaver College 1982 — 1987
Bachelors of Science, Business Administration, economics, english
Johnson Bank March 2012 - Present
JPMorgan Chase August 2005 - March 2012
Enterprise Rent-a-Car June 2001 - July 2005
CNH Capital May 2000 - June 2001
Skills
Commercial Lending, Small Business Lending, Credit, Commercial Banking, Mortgage Lending, Loans, Sales Management, Credit Analysis, Small Business, Consumer Lending, Banking, Strategic Financial..., Portfolio Management, Underwriting, Lines Of Credit, Financial Planning
Education
Carthage College 1997 — 2001
Business Administration, Business Administration
Johnson Bank November 2006 - Present
Johnson Bank Arizona November 2006 - Present
Mortgage Industry 1980 - Present
BMO Harris Bank June 1999 - April 2002
Absolute Mortgage 1994 - 1999
Skills
Refinance, Loans, Loan Origination, Mortgage Lending, FHA, REO, Residential Mortgages, Credit, Mortgage Banking, USDA
Education
Arizona State University
Johnson Bank May 2013 - Present
Johnson Bank October 2001 - May 2013
Sears, Roebuck and Co. November 1996 - February 2002
Prolog Services November 2000 - October 2001
Skills
Customer Service, Banking, Microsoft Office, Loans, Credit, Risk Management, Leadership, Project Management, Business Development, Credit Risk, Lines Of Credit, Underwriting, Consumer Lending, Finance, Mortgage Lending
Education
Concordia University-Wisconsin 2004 — 2008
BA, Business Management and Communication
Gateway Technical College 1999 — 2004
Associate Degree, Supervisory Management
Johnson Bank Commercial Relationship ManagerJohnson Bank2004 - Present
Education
Concordia University-Wisconsin 1995 — 1996
Self Employed IT Professional October 2013 - Present
NewAge Enterprise Data Center April 2013 - August 2013
Johnson Bank October 2012 - November 2012
Johnson Controls March 2007 - August 2012
Adecco October 2005 - March 2008
SC Johnson Wax 2005 - 2007
Snap On Tools 2000 - 2005
Skills
Software Documentation, Active Directory, Process Improvement, Troubleshooting, Servers, Outlook, Access, Data Center, Citrix, Lotus Notes, Customer Service, System Administration, Help Desk Support, Windows XP, ITIL, Problem Solving, Security, XP, Microsoft Exchange, Windows, Training, Continuous Improvement, SAP, Microsoft Word, IT Service Management, Software Installation, Network Security, Cross-functional Team..., Visio, Project Management, Computer Hardware, IT Operations, Sarbanes-Oxley Act, Leadership, Technical Support, Windows 7, IT Management, Vendor Management, Windows Server, Enterprise Software, Information Technology, System Deployment, Integration, Administration, SOX, AS400, Customer Relations, Word, Coaching, Documentation
Education
HDI 2010 — 2012
learning course, ITIL v3 & v4
Devry 2004 — 2004
Adult Learning Course, Project Management
Help Desk Institute Chicago 2004 — 2004
Adult Learning Course, ITIL V3
Technologies 2000 1999 — 2000
MCSE\MCP+I, Microsoft Training
Gateway Technical College 1992 — 1993
Adult Learning Course, Windows\Dos
University of Wisconsin-Parkside 1971 — 1972
Referee Enterprises Inc December 2014 - Present
Southport Bank July 2013 - July 2014
Tri City National Bank January 2013 - June 2013
Leadership Racine 2012 - 2013
Tri City National Bank December 2011 - December 2012
Tri City National Bank October 2009 - December 2011
FIS - formerly Metavante November 2006 - June 2009
Johnson Bank 1998 - 2005
Skills
Commercial Lending, Banking, Credit, Credit Analysis, Portfolio Management, Underwriting, Customer Service, Cash Management, Small Business Lending, Management, Real Estate, Microsoft Excel, Lines Of Credit, Fundraising, Small Business, Finance, Loans, Commercial Banking, Retail Banking, Consumer Lending, Mortgage Lending, Deposits, Credit Risk, Cross Selling
Education
Wisconsin Lutheran College
Pursuing BA in Business Administration and Management
Gateway Technical College
Associate's Degree, Radio Communications
J.I. Case
J.I. Case
JPMorgan Chase April 2012 - Present
Commerce Bank of Arizona/Towne Bank of Arizona June 2006 - April 2012
Johnson Bank January 2004 - June 2006
Bank One January 2003 - January 2004
The CIT Group July 2001 - January 2003
American Financial Resources March 2001 - June 2001
Brycon Corporation May 2000 - March 2001
Wal-Mart June 1998 - February 2000
Skills
Credit, Financial Analysis, Spanish, Credit Analysis, Commercial Banking, Banking, Credit Risk, Underwriting, Loans, Commercial Lending, Small Business Lending, Cash Flow, Financial Risk, Lines Of Credit, Loan Origination, Asset Based Lending, Commercial Mortgages, Risk Management, Commercial Real Estate, Variance Analysis, Corporate Finance, Accounting, Finance
Education
University of Arizona, Eller College of Management 1996 — 1998
Master of Business Administration, Finance and Health Care
Brigham Young University 1993 — 1996
Bachelor of Science, Business Management and Finance
Settlers bank February 2014 - Present
Johnson Bank August 2013 - Present
Johnson Bank July 2012 - July 2013
M&I Bank 1990 - 2004
AmeriTrust Company NA 1986 - 1990
LaSalle Bank 1984 - 1986
Skills
Commercial Lending, Mortgage Lending, Private Banking, Financial Services, High Net Worth..., Commercial Banking, Loans, Small Business Lending, Banking, Credit Analysis, Wealth Management, Consumer Lending, Portfolio Management, Financial Analysis, Underwriting, Cash Management, Finance, Retail Banking, Investments, Credit, Financial Planning, Loan Origination
Education
Edgewood College 1995 — 1998
Master of Business Administration (MBA), Finance, General
University of Iowa 1980 — 1984
BBA, Finance
Johnson Bank August 2013 - Present
General Electric January 2002 - Present
GE Capital January 2009 - July 2014
general electric 2000 - 2007
Heller Financial 2000 - 2002
CIT 1995 - 2000
CIT 1995 - 2000
PACCAR 1990 - 1993
GlenFed Financial 1987 - 1990
Skills
Credit, Loans, Risk, Financial Analysis, Asset Based Lending, Structured Finance, Internal Audit, Risk Management, Cash Flow Lending, Financial Risk, Finance, Due Diligence, Commercial Lending, Credit Risk, Financial Services, Underwriting, Financial Structuring, Project Finance, Portfolio Management, Cash Flow, Equities, Credit Analysis, Leveraged Finance, Corporate Finance, Auditing, Commercial Leasing, Commercial Real Estate, Credit Management
Education
Keller Graduate School of Management of DeVry University 1998 — 2000
MBA, Finance
Carthage College 1974 — 1978
ba, Business Adm, Political Science
Carthage College 1974 — 1978
Bachelor of Arts (B.A.), Business Administration and Management, General
Pyramax Bank October 2013 - Present
Anchor Bank February 2010 - October 2013
Johnson Bank 2001 - 2009
Park Bank 1998 - 2001
Skills
Loans, Small Business Lending, Credit Analysis, Commercial Lending, Banking, Commercial Real Estate, Commercial Banking, Mortgage Lending, Credit, Commercial Mortgages, Portfolio Management, Consumer Lending, Lines Of Credit, Loan Origination, Cross Selling
Education
Cardinal Stritch University 2001 — 2002
Master of Business Administration
Menomonee Falls
Menomonee Falls
Johnson Bank June 2006 - Present
Skills
Loans, Credit, Mortgage Lending, Credit Analysis, Banking, Refinance, Mortgage Banking, FHA, Underwriting, Financial Analysis, Risk Management, Residential Mortgages, Finance, Strategic Financial..., Insurance
Education
Carroll College 1969 — 1973
Bachelor of Science (BS), Business and Economics
Alliance Bank of Arizona February 2010 - Present
Arizona Business Bank February 2008 - January 2010
Johnson Bank April 2004 - February 2008
Capitol Bancorp/Valley First Comm. Bank January 2000 - April 2004
Harris Bank February 1995 - January 2000
Education
Arizona State University
Bachelor, Finance
Prosperity Bank and Trust Co August 2015 - Present
Lobdock Impairment Detection of Houston March 2014 - March 2015
Johnson Bank August 2006 - June 2013
Skills
Commercial Banking, Banking, Lines Of Credit, Small Business Lending, Commercial Lending, Loans, Credit, Consumer Lending, Retail Banking, Cross Selling, Credit Risk, Mortgage Lending, Loan Origination, Credit Analysis, Commercial Mortgages, Human Resources, Underwriting, Drug Testing, Compliance, Mortgage Banking, DOT Compliance
Education
Arizona State University 1997 — 2000
Bachelor of interdisciplinary Studies
University of Liverpool 1998 — 1998
Capitol-Husting April 2013 - Present
Johnson Bank March 2009 - August 2012
Bank of Elmwood August 2003 - January 2009
Circuit City October 2000 - March 2002
Skills
Loans, Sales Management, Underwriting, Credit, Retail, Microsoft Office, Commercial Lending, Cross Selling, Financial Services
Education
Concordia University-Wisconsin 2006 — 2012
Bachelor of Arts (BA), Business Communications and Management, Graduated March 2012
St Catherine's Highschool 1992 — 1995
Johnson Bank Loan OperationsAmerican Enterprise Bank2003 - 2006
Skills
Commercial Lending, Commercial Banking, Loans, Account Reconciliation, Credit, Consumer Lending, General Ledger, Banking, Retail Banking, Payments
Education
Carthage College 2009 — 2011
Bachelor, Business Management
Johnson Bank May 2012 - September 2014
Talbots January 2011 - January 2012
Talbots October 2008 - January 2011
Progressive Insurance May 2010 - December 2010
MasterCraft Builders January 2008 - March 2009
MasterCraft Builders March 2004 - December 2007
WHO-TV13 October 2000 - March 2004
WHO-TV June 1996 - October 2000
WHO-TV 13 October 1986 - June 1996
WHO-TV 13 June 1981 - October 1986
Skills
Press Releases, Social Media, Media Relations, Public Relations, Advertising, Leadership, Video Production, Management, Corporate Communications, Video, Television, Strategic Planning, Budgets, Creative Direction, Editing, Sales, Customer Service, Negotiation, Time Management, Event Planning, Public Speaking, Marketing Communications, Social Media Marketing, Microsoft Office, Facebook
Education
Drake University
BA, Journalism
Workforce Development Center
Workforce Development Center
Workforce Development Center
Anchor Bank January 2010 - Present
Johnson Bank January 2001 - January 2009
Banking, Park Bank January 1998 - January 2001
Guaranty Mortgage January 1991 - January 1998
Skills
Loans, Commercial Lending, Banking, Portfolio Management, Commercial Banking
Education
Cardinal Stritch University 2001 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
Citizens State February 2011 - January 2014
Johnson Bank November 2004 - February 2011
M&I Bank October 2003 - October 2004
HSBC August 1999 - October 2003
Scripps Treasure Coast Newspapers July 1998 - June 1999
Material Management Group November 1994 - June 1998
Skills
Commercial Banking, Banking, Loans, Credit, Small Business Lending, Commercial Lending, Mortgage Banking, Financial Analysis, Sales Management, Microsoft Excel, Credit Risk, Microsoft Office, Retail Banking, Mortgage Lending, Portfolio Management, Business Planning, Sales, Management, Inventory Management, Skid Steer, Consumer Lending, Insurance
Education
University of Wisconsin-Stout 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Chippewa Valley Technical College 1984 — 1986
Associate's degree, Marketing
Self Employed June 2015 - Present
Johnson Bank July 2010 - June 2013
JP Morgan Chase July 2008 - July 2010
Amtrust Mortgage Corporation 1996 - 2005
Skills
Mortgage Banking, Loans, Business Development, Loan Origination, Key Account Management, Lines Of Credit, Retail Banking, Mortgage Lending, Consumer Lending, Credit, Commercial Lending, Cross Selling, Credit Analysis, Sales, Finance, Banking, Organizational..., Management, Customer Service, Leadership, Team Building, Reliability
Education
Indiana State University 1967 — 1971
Education
Abbott Laboratories February 1997 - Present
Johnson Bank June 1988 - January 1996
Skills
Organizational..., Analytical, Decisive, Innovation, Analytical Skills, Finance, Internal Audit, Variance Analysis, Managerial Finance, Financial Analysis, Forecasting, Financial Forecasting, Sarbanes-Oxley Act, Strategic Financial...
Education
Carthage College
Retired and enjoying time with family April 2015 - Present
Johnson Bank June 2014 - April 2015
Northern Trust Global Investments September 1992 - August 2013
Bankers Trust June 1987 - September 1992
Skills
Portfolio Management, Asset Allocation, Asset Managment, Equities, Alternative Investments, Investments, Fixed Income, Hedge Funds, Investment Strategies, Wealth Management, Capital Markets, Derivatives, Fund Of Funds, Investment Management, Securities, Mutual Funds, Asset Management, Financial Services
Education
University of Chicago Graduate School of Business 1985 — 1987
Master of Business Administration (MBA), Accounting and Finance
Claremont McKenna College 1982 — 1985
BA, Economics and Mathematics
Bankers Trust July 2013 - Present
Johnson Bank December 2011 - June 2013
Johnson Bank July 2010 - December 2011
Wells Fargo Bank October 2008 - July 2010
Hinsdale Bank & Trust Company January 1995 - December 2007
US Bank January 1989 - January 1995
Skills
Banking, Credit, Mentoring, Finance, Consumer Lending, Commercial Banking, Loans, Credit Risk, Underwriting, Management, Loan Origination, Small Business Lending, Credit Analysis, Commercial Lending
Education
DePaul University 2002 — 2005
BA, Business Mgmt
National Commercial Lending School 2003 — 2003
ABA, Commercial Lending
Old National Bank September 2014 - Present
United Bank & Trust March 2013 - December 2013
Citi January 2011 - June 2012
Johnson Bank September 2006 - June 2010
Bank of America February 2004 - August 2006
Skills
Loans, Mortgage Lending, Banking, Credit, Commercial Banking, Credit Analysis, Refinance, Residential Mortgages, Relationship Management, Deposits, Customer Service, Financial Services, Finance, Fannie Mae, New Home Purchase, HAMP, Quality Control, Collections, Compliance, Loan Modifications, Non-profit Leadership, Notary Public, Outlook, Microsoft Office
Education
Arizona State University
Bachelor of Science (B.S.), Finance, General
Johnson Bank February 2014 - Present
Freelance August 2009 - Present
WIWU TV September 2006 - Present
Via Credit Union April 2011 - September 2013
IWU Game Room December 2006 - May 2010
Radio DJ January 2010 - April 2010
Meridian Studios May 2009 - May 2009
Studio Production Class January 2009 - April 2009
Skills
Advertising, Film, Directing, Camera Operating, Radio, Marketing, Scripting, Management, Recording, Social Media, Editing, Public Relations, Public Speaking, Event Planning, Microsoft Office, Research
Education
Indiana Wesleyan University 2006 — 2010
Bachelor of Science, Media Communication
US Bank March 2010 - Present
Wells Fargo Bank March 2007 - March 2010
Johnson Bank 2001 - 2005
Education
Concordia University-Wisconsin 2001 — 2004
Masters, MBA
Marian University 1992 — 1995
BA, Business
Sheboygan North High
Johnson Bank June 1980 - Present
Skills
Credit, Commercial Lending, Small Business Lending, Mortgage Lending, Loan Origination, Mortgage Banking, Refinance, Portfolio Management, Wealth Management
Education
Alverno College
Communications
Horlick High School
First Business Bank October 2014 - Present
Johnson Bank 2011 - 2014
Johnson Bank 2008 - 2011
Johnson Bank 1992 - 2008
M&I Marshall and Ilsley Bank 1984 - 1992
Smith Barney Harris Upham 1983 - 1984
First Wisconsin National Bank of Milwaukee 1979 - 1982
Evansville Country Club 1976 - 1978
Skills
Commercial Banking, Retail Banking, Small Business Lending, Loans, Portfolio Management, Commercial Lending, Loan Origination, Mortgage Lending, Banking, Budgets, Credit, Leadership, Cash Management, Credit Analysis, Finance, Consumer Lending, Treasury Management, Mortgage Banking, Financial Analysis
Education
Indiana University Bloomington 1978 — 1979
Master of Business Administration (MBA), Finance, General
University of Illinois at Urbana-Champaign 1972 — 1976
Bachelor of Business Administration (BBA), Marketing, 4.6/5.0
Modine Manufacturing Company October 2014 - Present
Deloitte September 2012 - September 2014
Johnson Controls February 2012 - July 2012
Johnson Bank May 2009 - September 2009
Skills
Accounting, Inventory Management, Audit, General Ledger, Accounts Receivable, Auditing, Cost Accounting, Internal Controls, Sarbanes-Oxley Act
Education
Carthage College 2007 — 2011
Bachelor, Accounting, Finance
Racine Lutheran 2003 — 2007
Johnson Bank November 2006 - December 2011
Robert W. Baird & Co. October 1998 - November 2006
Lemon, Armey, Hearn and Leininger LLC October 1992 - October 1998
Skills
Estate Planning, Probate, Wills, Trusts, Compliance, Securities, Investments, Mutual Funds, Wealth Management, Series 7, Asset Allocation, High Net Worth..., Financial Advisory, Retirement Planning
Education
Indiana University School of Law - Indianapolis 1981 — 1984
Juris Doctor, Estate Planning, Real Estate and Federal Taxation
Bethany Theological Seminary 1970 — 1972
Masters of Divinity, Pastoral Care and Church History
McPherson College 1963 — 1967
Bachelor of Arts, English
Johnson Bank/Johnson Financial Services February 2013 - Present
Johnson Bank September 2006 - February 2013
William D. Truax, E.A. Inc November 1999 - July 2006
Skills
Small Business, Retirement Planning, Wealth Management, Certified Financial..., Finance, Personal Finance, Investment Advisory, Accounting, Tax, Investments, Mutual Funds
Education
California Lutheran University 2010 — 2013
Master of Business Administration (M.B.A.), Financial Planning, In progress - completion Spring 2014
UCLA 2000 — 2002
Professional Designation in Personal Financial Planning, Personal Financial Planning
Ripon College 1977 — 1981
Bachelor of Arts (B.A.), English/ Political Science
East Green Bay High School
Northern Arizona University August 2014 - May 2015
Johnson Bank July 2010 - January 2011
Wells Fargo March 2006 - July 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, English, Time Management, Project Management, Social Media
Education
Northern Arizona University-The W. A. Franke College of Business 2013 — 2015
Bachelor of Science (B.S.), Accounting, 4.0 Magna Cum Laude
Arizona State University
Bachelor of Arts (B.A.), History
Johnson Bank May 1998 - Present
Johnson Financial Group 1998 - Present
Associated Bank Green Bay December 1994 - May 1998
First Union National Bank February 1993 - September 1994
Skills
Commercial Lending, Commercial Banking, Loans, Credit, Credit Risk, Banking, Small Business Lending, Portfolio Management, Underwriting, Middle Market, Lines Of Credit, Credit Analysis, Mortgage Lending, Financial Analysis, Cash Management, Finance, Financial Risk
Education
UW-Whitewater 1983 — 1986
MBA, Finance, General
Alverno College 1979 — 1982
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Hunter Contracting Co 2010 - Present
Compass Bank 2005 - 2006
Johnson Bank 2000 - 2006
Skills
Process Scheduler, Microsoft Office, Risk Management, Budgets, Banking, Loans, Financial Analysis, Customer Service, Finance, Commercial Banking, Commercial Lending, Cash Management, Small Business Lending, Credit Analysis
Education
Arizona State University
Education and Family Studies
Mesa Community College
Associates, Education
Johnson Bank June 2010 - Present
Wells Fargo June 2006 - May 2010
Cave Creek Unified School District August 2001 - August 2006
Skills
Customer Service, Cash Management, Loans, Management, Finance, Accounting, Financial Analysis, Credit, Risk Management, Retail Banking, Consumer Lending, Play clarinet, sales
Education
Howard Community College 1977 — 1980
Associate of Arts (AA), Accounting
Chicago State University 1968 — 1969
Associate of Arts (AA), Music
Fifth Third Bank January 2013 - Present
Johnson Bank July 2012 - January 2013
Fidelity Investments April 2009 - July 2012
National City Bank May 2004 - April 2009
United States Navy February 1990 - June 2006
Huntington National Bank August 2000 - May 2004
Nationwide Insurance May 1999 - August 2000
Schreiber Foods November 1998 - May 1999
Liberty Mutual Insurance May 1998 - November 1998
Readi-Bake May 1997 - May 1998
Skills
Fixed Annuities, Equities, Marketing, Portfolio Management, Business Development, Securities, Sales Management, Asset Allocation, Business Relationship..., Direct Sales, Strategic Financial..., Defined Contribution, Customer Service, Series 7, Certified Financial..., Life Insurance, Variable Annuities, Variable Life, Bonds, Series 66, Loans, Finance, Uniform Combined State..., Banking, Management, Credit
Education
Grand Valley State University 1994 — 1996
Master of Business Administration (MBA), General Business
The Ohio State University 1989 — 1993
BSBA, Finance, General
Lorain Catholic High School 1985 — 1989
College Prep
Johnson Bank
Skills
Banking, Loans, Customer Service, Training, Employee Engagement, Credit, Coaching, Consumer Lending, Retail Banking, Performance Management
Education
Edgewood College
Bachelor of Science (BS), Business Administration
Yost & Baill, LLP May 2015 - Present
Johnson Bank January 2013 - May 2015
Blommer Peterman, S.C. June 2010 - August 2011
Gray & Associates December 2002 - June 2010
Skills
Legal Writing, Outlook, Microsoft Excel, Microsoft Word, Bankruptcy, Customer Service, PowerPoint, Estate Planning, Loans, Banking, Microsoft Office, Research, Mediation, Civil Litigation, Legal Documents, Time Management
Education
Bryant & Stratton College - Milwaukee 2012 — 2014
Associate's Degree, Paralegal
Rufus King High School 1995 — 1999
High School
SVA Plumb Financial December 2014 - Present
Johnson Bank October 2006 - December 2014
Skills
Financial Planning
Education
DePaul University College of Law
Johnson Bank November 2014 - Present
State Bank May 2012 - October 2014
Education
Columbia College 2012 — 2014
Bachelor of Science (BS), Business Administration and Management, General