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 Milwaukee January 2014 - Present
Johnson Bank February 2013 - January 2014
BMO Harris Bank November 1998 - January 2013
Bank One July 1991 - November 1998
Manpower Inc. 1989 - June 1991
First Security Credit Union 1988 - 1989
Skills
Commercial Banking, Cash Flow, Credit, Banking, Credit Analysis, Commercial Lending, Loans, Underwriting, Financial Analysis, Private Banking, Executive Management, Strategic Financial..., Middle Market, Capital Markets, Finance, Risk Management, Investments, Treasury Management, Portfolio Management, Credit Risk, Management, Financial Planning
Education
Marquette University 1989 — 2001
MBA
University of Wisconsin-Milwaukee - Lubar School of Business 1983 — 1988
BBA, Finance & Marketing
Waukesha South High School 1980 — 1983
Johnson Bank January 2014 - Present
Lake Area Bank July 2013 - January 2014
Lake Area Bank February 2011 - July 2013
Skills
Mortgage Lending, Loans, Banking, Credit, Finance, Credit Analysis, Financial Analysis, Customer Service, Loan Origination, Investments
Education
Northern Michigan University 2004 — 2008
College of Business
Johnson Bank May 2014 - January 2015
BMO Financial Group March 2012 - May 2014
U.S. Bank January 2011 - June 2011
Wells Fargo March 2009 - January 2011
BMW of North America, LLC August 2006 - March 2009
Skills
Customer Service, Banking, Customer Satisfaction, Microsoft Excel, Process Improvement, Microsoft Office, Credit, Team Leadership, Teamwork, Call Centers, Outlook, Microsoft Word, PowerPoint, Software Documentation, Sales, Risk Management, Leadership
Education
DeVry University Phoenix 2014 — 2017
Bachelor's degree, Biomedical/Medical Engineering, 4.0 GPA
Universal Technical Institute of Arizona Inc 2005 — 2006
Associate's degree, Automotive Engineering Technology/Technician
Johnson Bank January 1988 - Present
FDIC January 1978 - December 1987
Skills
Commercial Lending, Small Business Lending, Lines Of Credit, Loans, Credit, Financial Analysis, Banking, Credit Analysis, Credit Risk, Underwriting, Portfolio Management
Education
University of Wisconsin-La Crosse 1974 — 1978
Bachelor of Science, Business Administration and Management
Southern Methodist University 1985 — 1986
Graduate School of Banking, Commercial Banking
Holiday Kitchens September 2013 - Present
Johnson Bank September 2002 - August 2013
American Express December 1988 - September 2002
Skills
Strategic Planning, Building Relationships, Banking, Business Strategy, Sales Process, Loans, Commercial Banking, Credit, Commercial Lending, Credit Analysis, Retail Banking, Mortgage Lending, Small Business Lending, Consumer Lending, Financial Analysis, Lines Of Credit, Underwriting, Portfolio Management, Credit Risk, Sales, Customer Service, Marketing, Sales Management, Leadership, Team Building
Education
University of Minnesota - Carlson School of Management 1984 — 1988
BSB, Finance
Graduate School of Banking UW Madison 2006 — 2008
Highest Honors, Banking
Financial Planning Professional January 2015 - Present
Johnson Bank September 2006 - March 2014
Greater Green Bay Habitat for Humanity 2008 - June 2013
William D. Truax, E.A., Inc November 1999 - July 2006
Skills
Strategic Financial..., Investments, Certified Financial..., Investment Management, Wealth Management, Retirement, Asset Management, Mutual Funds, Estate Planning, Series 7, Asset Allocation, Retirement Planning, Strategic Planning, Portfolio Management, Wealth Management..., Business Strategy, Team Building, Small Business, 401k, Financial Planning, Business Development, Business Planning, Life Insurance, Finance, Loan Origination, Trusts, Investment Strategies, Credit, Financial Analysis, Financial Services, Mortgage Lending, Mergers & Acquisitions, Credit Analysis, Cash Management, Relationship Management, Small Business Lending, Series 24, Commercial Lending, Loans, Risk Management, Banking, Treasury Management, Commercial Banking, Accounting, Tax, Executive Management, Cash Flow, Insurance, Disability Insurance, Divorce Financial...
Education
Institute of Divorce Financial Analysts 2010 — 2014
Certified Divorce Financial Analyst, Financial Planning for Divorce
California Lutheran University 2010 — 2013
Master of Business Administration (M.B.A.), Business Admin, emphasis in Financial Planning
UCLA 2000 — 2002
Professional Designation, Personal Financial Planning
Ripon College 1977 — 1981
Bachelor of Arts (B.A.), Political Science and Government; English
First Bank & Trust March 2006 - Present
Johnson Bank 1995 - 2006
Skills
Investments, Asset Management, Portfolio Management, Team Building, Small Business, Strategic Planning, New Business Development, Customer Service, Budgets, Nonprofits, Financial Analysis
Education
Trinity International University 1978 — 1981
M.Div.
Wheaton College 1972 — 1976
Bachelor of Arts (B.A.), Bible/Biblical Studies
University of Tulsa 1972 — 1972
General Studies
Experis Finance May 2013 - Present
The Wisconsin Credit Union League January 2011 - May 2013
Johnson Bank September 2000 - December 2010
Community Bank & Trust 1996 - 2000
Skills
Bank Secrecy Act, ACH, Financial Analysis, RESPA, Financial Regulation, Risk Management, Team Leadership, Consumer Lending, Mortgage Lending, Banking, Training, Financial Services, Internal Audit, Loans
Education
American Bankers Association
Certified Regulatory Compliance Manager
Lakeland College 2005 — 2009
BS Accounting & BS Business Management
Hentzenwerke Corp. and Hentzenwerke Publishing January 1993 - Present
Johnson Bank July 2006 - June 2014
Micro Information Services May 1990 - May 1993
Hentzenwerke Inc. August 1984 - May 1989
Skills
Training, Loans, Treasury Management, Credit, Cross Selling, Lines Of Credit, Curriculum Design, Cash Management, Credit Analysis, Financial Analysis
Education
St. Mary-of-the-Woods College
BA, French Translation
Guild Mortgage Company May 2015 - Present
Arizona Bank and Trust August 2013 - May 2015
Johnson Bank March 2010 - August 2013
Sterling Home Mortgage 2009 - 2010
Pacific Coast Mortgage 2007 - 2009
CFIC Home Mortgage 2006 - 2007
American Mortgage Specialists 2005 - 2006
Allstate Home Loans 2004 - 2005
Skills
CRM, Mortgage Lending, Loans, First Time Home Buyers, Banking, Investments, Investment Properties, Finance, Marketing, Real Estate, New Business Development, FHA, Loan Origination, Residential Homes, Sellers, Refinance, Analysis, Residential Mortgages, Credit, Mortgage Banking, Sales Management, Customer Service, Commercial Lending, Short Sales, Selling, Construction Loans, FHA financing, Reverse Mortgages, Sales, USDA, VA loans
Education
Northeastern University
Johnson Bank 2014 - Present
Northwestern Mutual October 2013 - April 2014
undisclosed May 2012 - October 2013
Financial Fiduciaries LLC August 2011 - May 2012
UVEST Financial Services April 2006 - June 2010
Mid-Wisconsin Bank September 2001 - June 2010
Wayne Hummer Asset Management January 2002 - April 2006
Wayne Hummer Asset Management 2002 - 2005
Community Bank of Central Wisconsin 1999 - 2001
Thrivent Financial for Lutherans January 1992 - July 1995
Skills
Insurance, Compliance, Banking, Securities, Microsoft Office, Vendor Management, Customer Relations, Word, Excel, Customer Service, Outlook, Retirement Planning, Retirement, Mutual Funds, Wealth Management, Risk Management, Management, Asset Management, Team Building, Training, Financial Services, Microsoft Excel, Microsoft Word, Investments
Education
Lakeland College 2006 — 2011
BA, Business Management
North Central Technical College 2007 — 2010
Associates, Business Management
Abbotsford High School
Diploma, General Business
Arizona Business Bank 2004 - Present
Aid to Adoption of Special Kids (AASK) 2002 - Present
Johnson Bank 1994 - 2004
Skills
Commercial Lending, Small Business Lending, Credit, Commercial Banking, Credit Analysis, Commercial Mortgages, Loans, Banking, Nonprofits, Portfolio Management, Asset Based Lending, Corporate Finance, Restructuring, Risk Management, Real Estate, Management, Non-profits, Cash Management, New Business Development, Financial Analysis, Leadership, Adoption and Foster Care
Education
University of Colorado at Boulder 1998 — 2000
Graduate, Graduate School of Banking
Kansas Newman College 1980 — 1985
Bachelors
Johnson Bank June 2013 - Present
Mid America Bank April 2010 - June 2013
Chase Bank February 2008 - July 2009
First Community Credit Union June 1998 - February 2008
Skills
Credit, Loans, Banking, Mortgage Banking, Small Business Lending, Mortgage Lending, FHA, Loan Origination, Refinance, Credit Analysis, Residential Mortgages, Underwriting, Consumer Lending, Commercial Lending, Commercial Banking, Real Estate, Sales, DDA, Customer Service, Lines Of Credit, Branch Management
Education
LDA 2014 — 2015
Rockford College 1998 — 2002
Business Administration and Management, General
South Beloit High School 1994 — 1998
Johnson Bank December 2013 - Present
UW Sheboygan September 2012 - December 2012
US Army February 2007 - August 2012
US Army February 2007 - July 2012
US Army 2007 - 2012
Blue Harbor September 2006 - February 2007
Victorian Village March 2006 - September 2006
Lady Foot Locker November 2004 - January 2006
Lakeland College August 2001 - August 2003
Skills
Microsoft Office, Office Management, Executive Support, Spreadsheets, Database Administration, Event Management, Event Planning, Toxic Agent Training, Toxic Industrial..., Combat Life Savers..., Company Level..., Technical..., Warrior Leader Course, C.B.R.N. Defense Course, Leadership, Delegation, Inspection, Beta Sigma Omega, Job Coaching, Career Counseling, Listener, Sales Management, Risk Assessment, Risk Management, Motivation, Protection, Supervising, Reports, Sold, CBRN, Defense, Management
Education
UW Sheboygan 2012 — 2012
Computer Engineering
Lakeland College 1998 — 2002
Lakeland College 1998 — 2002
FIG Partners 2014 - 2015
KBW 1998 - 2014
Robert W. Baird & Co. 1997 - 1998
Johnson Bank 1994 - 1997
Skills
Investment Banking, Capital Markets, Equities, Private Equity, Valuation, Series 7, Securities, Financial Modeling, Series 63, Alternative Investments, Corporate Finance, Mergers, Structured Finance, Due Diligence, Financial Markets, Venture Capital, Financial Analysis, Financial Services, Banking, Finance, Financial Risk, Restructuring, Hedge Funds
Education
Northwestern University 2001 — 2004
MBA, Finance, Accounting, Entrepreneurship
Marquette University 1991 — 1994
BA, Political Science
Gables Residential June 2013 - Present
US Storage Centers August 2011 - June 2013
E.I.M. Management Group May 2011 - June 2013
Nolan Real Estate Services August 2012 - August 2012
Johnson Bank September 2004 - July 2010
American Red Cross March 2004 - September 2004
BBVA Compass February 2002 - January 2004
Mountain West Bank (Missoula, MT) September 1998 - June 2001
First Citizens Bank N.A. (Columbia Falls, MT) July 1995 - September 1998
Glacier National Bank January 1993 - July 1995
Skills
Banking, Commercial Lending, Loans, Commercial Banking, Customer Service, Portfolio Management, Small Business Lending, Insurance, Recruiting, Management, Financial Analysis, Interpersonal..., Real Estate, Leadership, Small Business, Budgets, Risk Management, Sales, Strategic Planning, Sales Management, Credit, Underwriting, Credit Analysis, Entrepreneurship, Coaching, Cash Management, Training, CRM, Program Management, Finance, Team Leadership, Retail, Mortgage Lending, Fair Housing, Relocation Advice, Property Management, Organization Skills, Team
Education
Long Beach City College 1978 — 1978
Whitefish High School 1974 — 1977
Graduate 1977
Wisconsin Lutheran High School May 2014 - Present
Wisconsin Lutheran High School January 2014 - May 2014
Johnson Bank 2007 - 2012
Guaranty Bank FSB August 2005 - July 2007
US Army 1995 - 2000
Skills
Banking, Customer Service, Sales, Insurance, Loans, Sales Management, Retail, Cross Selling, Retail Banking, New Business Development, Problem Solving, Event Planning, Consumer Lending, Teamwork, Cash Management, Donations, Event Management, Volunteer Management, Social Media, Donor Solicitation, Marketing, Management, Leadership, Fundraising, Nonprofits
Education
Wisconsin Lutheran College 2011 — 2014
Bachelor's Degree, Business Management & Leadership
Milwaukee Area Technical College 2005 — 2008
Interior Design
University of Wisconsin-Oshkosh 1996 — 1998
General
SUMMIT Financial Resources: Working Capital Financing June 2015 - Present
Bibby Financial Services September 2010 - June 2015
Far West Capital May 2013 - April 2014
Johnson Bank April 2010 - June 2010
Johnson Bank August 2006 - April 2010
Parklane Jewlery 2007 - 2010
TD Bank USA October 2004 - August 2006
Bank One July 2002 - October 2004
Skills
Relationship Development, New Business Development, Factoring, Inter-personal, Business Development, CRM, Commercial Lending, Sales, Finance, Small Business Lending, Asset Based Lending, Loans, Commercial Banking, Investments, Portfolio Management, Banking, Insurance, Real Estate, Business Planning, Credit Risk, Mergers & Acquisitions, Relationship Management, Risk Management, Financial Analysis, Sales Management, Financial Services, Cash Management, Small Business, Cash Flow, Mortgage Lending, Financial Risk, Asset Management, Corporate Finance, Executive Management, Commercial Finance, Commercial Mortgages, Funding, Structured Finance, Restructuring, Wealth Management, Strategic Financial..., Private Equity, Due Diligence, Financial Structuring, Lines Of Credit, Loan Origination, Middle Market, Trade Finance, Retail Banking, Working Capital...
Education
Miami University 1983 — 1985
MEd, Education H.S.
Miami University 1980 — 1983
B.S., Marketing
Mayo Clinic Health System in Eau Claire December 2013 - Present
Johnson Bank July 2013 - December 2013
REACH August 2011 - October 2011
Dean and Sues 2011 - 2011
Valley Bookkeeping April 2010 - October 2010
Macy's 2008 - 2010
Discovery Elementary January 2006 - May 2006
Skills
Outstanding Customer..., Excel, Microsoft Office, Personal Finance, Quickbooks, Customer Service, Microsoft Excel
Education
University of Wisconsin-Eau Claire 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Saint Cloud State University - G.R. Herberger College of Business 2005 — 2007
Snap-on Tools February 2015 - Present
Brookdale Senior Assisted Living August 2014 - February 2015
Johnson Bank January 2014 - August 2014
Johnson Bank July 2013 - January 2014
Johnson Bank March 2012 - July 2013
BMO Harris Bank July 2011 - March 2012
Peoples Bank May 2011 - June 2011
BMO Harris Bank June 2010 - May 2011
BMO Harris Bank October 2005 - May 2011
Ace Hardware January 2005 - January 2006
Skills
Credit Analysis, Credit Risk, Financial Analysis, Cash Flow, Risk Analysis, Report Writing, Written & Oral..., Customer Service, Finance, Commercial Lending, Banking, Analysis, Management, Microsoft Excel, Project Management, Access, Credit, Microsoft Office, Visio
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master of Information System Management, Information System Tools, 3.84
University of Wisconsin-Whitewater 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General, 3.57
US Bank Home Mortgage June 2014 - Present
National Bank of Arizona January 2009 - June 2014
Johnson Bank January 2004 - January 2009
Interlink Mortgage Corp. November 2001 - December 2003
McCullough Mortgage and Financial, Inc. January 2001 - October 2001
McCain 2000 January 2000 - May 2000
Education
University of Arizona 1995 — 1999
BA, Political Science & Business
The American University Washington, D.C.
Washington Semester Policy Program
Pinnacle Capital Mortgage Corporation June 2012 - Present
Boulder Creek High School 2012 - Present
Sierra Pacific Mortgage November 2011 - June 2012
Johnson Bank June 2010 - November 2011
Sterling Home Mortgage March 2009 - June 2010
Envision Lending Group October 2007 - March 2009
First Financial Mortgage September 2004 - October 2007
American Mortgage Specialists 2003 - 2005
Skills
Mortgage Lending, Loans, Mortgage, Rates, Retail, USDA, VA, Conventional, Refinance, FHA, Mortgage Banking, Loan Origination, First Time Home Buyers, VA loans, Mortgage Industry, Residential Mortgages, Reverse Mortgages, Real Estate Finance, Loan Structuring, FHA financing, Investors, Underwriting, Mortgage Planning, Conforming, HUD, Sales Management, Credit, Certified Mortgage..., Real Estate, Real Estate Economics, REO, Investment Properties, Short Sales, Finance, Home Equity Loans, Construction Loans, FHA Financing, Referrals, Foreclosures, Financial Structuring, Commercial Mortgages, Loan Servicing, Real Estate Financing, Residential Homes, Financial Services, Commercial Lending, Loss Mitigation, Banking, Mortgage Servicing, Consumer Lending
Education
Robert Morris University 1996 — 1998
Business
Brookfield High School 1992 — 1995
Bank of America January 2015 - Present
Avon May 2014 - Present
American Advisor Group October 2014 - January 2015
The Network, Inc June 2014 - October 2014
Johnson Bank March 2008 - August 2013
Johnson Bank May 2005 - April 2008
Johnson Bank March 1998 - March 2008
Johnson Bank February 1997 - February 1998
Skills
Commercial Lending, Leadership, Training, Loans, Finance, Sales, Banking, Investments, Workshop Facilitation, Mortgage Banking, Microsoft Excel, Insurance, Coaching, Account Management, Cash Flow, Program Management, Teamwork, Time Management, Commercial Banking, Credit, Leadership Development, Management, Organizational..., Microsoft Office, Employee Training, Communication, Mortgage Lending, Customer Service, Loan Origination
Education
Real Estate 2014 — 2014
Real Estate
Marian College of Fond du Lac 2007 — 2009
Master, Organizational Leadership & Development
University of Wisconsin-Milwaukee 1999 — 2005
Bachelor of Arts, Public Relations/Advertising
Johnson Bank September 2012 - Present
Choice Bank February 2007 - June 2007
1st National Bank AZ 2001 - 2003
1st National Bank AZ 2001 - 2003
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Loans, Banking, Credit, Business Development, Credit Analysis, Mortgage Lending, Retail Banking, Loan Origination, Mortgage Banking, Portfolio Management, Cash Management, Risk Management
Education
Phoenix College 1985 — 1985
Johnson Bank November 1994 - Present
First Bank Southeast April 1991 - November 1994
Oak Brook Bank April 1990 - April 1991
Norwest/Wells Fargo February 1981 - April 1990
Skills
Software administrator, Proficient in Micosoft..., Credit Analysis; Loan..., Documentation Review, Document Review, Loans, Analysis, Banking, Small Business Lending, Commercial Lending, Lines Of Credit, Consumer Lending, Commercial Banking, Credit Analysis, Commercial Mortgages, Asset Based Lending, SBA, Loan Origination, Credit, Financial Analysis
Education
Lakeland College 1976 — 1979
Bachelor of Arts (B.A.), Business Administration
US Bank October 2011 - Present
Johnson Bank 2006 - October 2011
First National Bank - Fox Valley 2002 - 2006
US Bank 1988 - 2002
Skills
Commercial Lending, Leadership, Small Business Lending, Banking, Sales Management, Wealth Management, Credit Analysis, Finance, Small Business, Loans, Cross Selling, Commercial Banking, Loan Origination, Credit, Sales, Financial Analysis, Lines Of Credit, Consumer Lending, Mortgage Lending, Mortgage Banking, Portfolio Management, Investments, Treasury Management, Retail Banking, Underwriting, Series 7, Retirement Planning, Strategic Financial..., Mutual Funds
Education
Cannon Financial Institute
CWS, Certified Wealth Strategist
Lawrence University 1983 — 1987
BS, Psychology
EverBank August 2013 - Present
Johnson Bank March 1992 - August 2013
Skills
Mortgage Banking, FHA, Mortgage Lending, Refinance, Real Estate, Loans, Loan Origination, Residential Mortgages, Construction Loans, VA loans, Mortgage Underwriting, Underwriting, Consumer Lending, FHA Financing, FHA financing
Education
University of Phoenix 1993 — 1993
Phoenix College 1986 — 1987
Richland Community College 1984 — 1985
Johnson Financial Group/Johnson Bank April 2009 - February 2014
Johnson Bank September 1991 - April 2009
First Bank k/n/a US Bank September 1982 - September 1991
Skills
Loans, Banking, Board Development, Commercial Lending, Retail Banking, Consumer Lending, Small Business Lending, Lines Of Credit, Credit, Commercial Banking, Financial Analysis, Credit Analysis, Mortgage Lending, Credit Risk, Loan Origination, Underwriting, Financial Services, Leadership, Risk Management, Asset Based Lending, Treasury Management, Cash Management
Education
St. Ambrose University
Bachelor of Business Administration (BBA)
US Bank Home Mortgage December 2013 - Present
Johnson Bank April 2013 - December 2013
US Bank Home Mortgage April 2010 - April 2013
National City Mortgage May 2009 - April 2010
First Choice Mortgage July 2008 - June 2009
Monticello Mortgage September 2001 - June 2008
Bank One 1992 - 2001
Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Government Loans, VA loans, Credit Analysis, Credit, USDA, FHA, Management, FHA financing, Mortgage Underwriting, Residential Mortgages, Reverse Mortgages, Small Business Lending, Commercial Lending
Education
Saint Louis University
B.S., Finance
AdvoCare March 2015 - Present
Fox Valley Savings Bank December 2014 - Present
Fox Valley Savings Bank February 2014 - Present
PNC September 2013 - October 2013
Johnson Bank October 2012 - September 2013
Guaranty Bank FSB March 2011 - September 2012
Skills
Banking, Retail Banking, Customer Service, Internet Banking, Deposits, Finance, Cross Selling, Microsoft Word, Microsoft Excel, Credit Cards, Branch Banking, Credit, Cash Management, Leadership, Sales, Commercial Banking
Education
Lakeland College 2012 — 2017
Bachelor's Degree, Business Administration and Management, General
Winnebago Lutheran Academy 2005 — 2009
High School Diploma, High School/Secondary Diplomas and Certificates
Angermeier & Rogers, LLP April 2014 - Present
Johnson Bank October 2012 - April 2014
Wells Fargo Bank July 2009 - October 2012
Wells Fargo January 2012 - July 2012
Associated Bank September 2008 - November 2009
Angermeier & Rogers, LLP May 2006 - June 2008
Angermeier & Rogers, LLP 2003 - 2006
Angermeier & Rogers, LLP January 2002 - 2003
Skills
Estate Planning, Wealth Management, Banking, Retirement Planning, Estate Tax Planning, Financial Analysis, Securities, Trusts, Portfolio Management, Tax, Wills, Real Estate, Due Diligence, Risk Management
Education
Marquette University 2002 — 2006
JD, Law
The University of Texas at Austin 1998 — 2001
BA, Psychology, Business Administration
Johnson Bank April 2013 - Present
Adecco Group October 2012 - April 2013
BMO October 1997 - May 2012
ComputerBay March 1990 - October 1997
SoftwareONE April 1987 - March 1990
Skills
MS Word, MS Excel, MS Powerpoint, Viso, Ariba, PeopleSoft, Access, Databases, Data Analysis, Data Entry, Help Desk Support, Customer Service, InDesign, Photoshop, Graphic Design, Microsoft Excel, Microsoft Word, Visio, PowerPoint, Vendor Management, Process Improvement, SharePoint, Outlook, Sales, Software Documentation, Analysis, Program Management, Training, Management, Team Building, Microsoft Office
Education
Milwaukee Area Technical College 2000 — 2001
Computer Science
University of Wisconsin-Stevens Point 1977 — 1987
Associate's degree, Theatre Arts & Computer Science
Johnson Bank February 1998 - Present
Johnson Bank January 2007 - June 2009
Johnson Bank March 2005 - January 2007
Johnson Bank May 2002 - March 2005
Johnson Bank February 1998 - May 2002
Skills
Loans, Commercial Banking, Credit, Commercial Lending, Small Business Lending, Credit Analysis, Mortgage Lending, Lines Of Credit, Consumer Lending, Retail Banking, Credit Risk, Finance, Portfolio Management, Financial Services, Underwriting
Education
Marquette University 2000 — 2002
Master of Business Administration (M.B.A.)
Univeristy of WI - Parkside 1993 — 1997
Bachelor's degree, Finance, General
FirstMerit Bank July 2014 - Present
Wisconsin State Golf Asociation January 2009 - Present
Brown County United Way 2007 - Present
Wells Fargo June 2012 - June 2014
Baylake Bank 2009 - June 2012
The First Tee of Green Bay January 2005 - January 2010
Johnson Bank April 2007 - August 2009
Horseshoe Bay Farms and Golf Club April 1998 - April 2007
Green Bay Country Club January 1992 - September 1998
Associated Bank February 1988 - April 1998
Skills
Commercial Banking, Strategic Planning, Loans, Commercial Lending, Credit, Cross Selling, Marketing Strategy, Team Building, Banking, Loan Origination, Credit Analysis, Mortgage Lending, Insurance, Small Business Lending, Consumer Lending, Small Business, Treasury Management, Marketing, Business Development, Management, CRM, Leadership, Strategy, Fundraising, Portfolio Management, Start-ups, Finance, Lines Of Credit, Asset Based Lending, Retail Banking, Investments, Mortgage Banking, Cash Management, New Business Development
Education
University of Notre Dame - Mendoza College of Business 1985 — 1986
MBA, Marketing and International Business
St. Norbert College 1980 — 1984
BBA, Business Administration
Avis Budget Group January 2003 - Present
Heritage Bank February 2000 - January 2002
Johnson Bank April 1998 - February 2000
1st interstate bank 1974 - 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Research, Outlook, English, Windows, HTML
Education
Phoenix College
Meridian Bank October 2011 - Present
Johnson Bank November 2006 - September 2011
Skills
Commercial Lending
Education
University of Arizona, Eller College of Management 1997 — 2001
BSBA, Finance
Johnson Bank October 2007 - Present
Burant Heating and Air Conditioning April 2005 - October 2007
Skills
Vendor Management, Risk Management, Data Center, Troubleshooting, Microsoft Excel, Strategic Planning, Microsoft Word, Customer Service, Team Leadership, Microsoft Office, Team Building, Budgets, Project Management, Problem Solving
Education
Milwaukee Area Technical College 2002 — 2005
Associate Degree, HVAC
St Helen
Johnson Bank October 2010 - Present
R.H. Batterman & Co., Inc. 2007 - 2010
Blackhawk Bank 2004 - 2007
Skills
Schedules, Organized Multi-tasker, Event Planning, Talent Developer, Sales Management..., Leading Positive Change, Leading Development..., Customer Service, Banking, Commercial Banking, Credit Analysis, Credit, Microsoft Office, Deposits, Team Building, Operational Excellence
Education
Rock Valley College 1997 — 1999
Accounting
Consumers Credit Union, Illinois July 2013 - Present
Wipfli LLP March 2011 - July 2013
Bank of Kenosha October 2008 - March 2011
Northwestern Mutual August 2007 - October 2008
Johnson Bank May 2006 - August 2007
Skills
Financial Reporting, Accounting, Auditing, Banking, Financial Analysis, GAAP
Education
Marquette University 2014 — 2016
Master of Business Administration (M.B.A.)
University of Wisconsin-Parkside 2003 — 2007
B.S. Business Management, Finance & Accounting
Johnson Bank August 2014 - Present
Johnson Bank May 2014 - August 2014
M&I, BMO Harris Bank August 2013 - May 2014
M&I, BMO Harris Bank February 1994 - April 2014
Education
Milwaukee Area Technical College
Johnson Bank April 2013 - Present
Target September 2005 - April 2013
A&W Restaurants, Inc. August 2004 - August 2005
Skills
Customer Service, Customer Satisfaction, Filing, Cash Handling Experience, Cashiering, Microsoft Office, Microsoft Excel, Microsoft Word, Marketing Strategy, Social Media Marketing, Marketing, Outstanding time..., Advertising
Education
Metropolitan State University 2005 — 2012
Bachelor of Science (B.S.), Marketing
Johnson Bank May 2014 - Present
JPMorgan Chase Bank, N.A., - Private Wealth Management January 1985 - January 2011
Skills
Estate Settlement, Trust Administration, Customer Service, Estate Planning, Real Estate, Banking, Private Banking, Loans, Financial Analysis, Appraisals, Investments, Credit, Asset Management, Securities, Finance, Portfolio Management, Commercial Lending, Financial Planning, Strategic Planning, Wealth Management
Education
University of Phoenix 1993 — 1996
Bachelor's Degree, Business Administration and Management, General
Northern Arizona University 1980 — 1983
Business Administration and Management, General
Town Bank, a Wintrust Community Bank August 2014 - Present
Talmer Bank and Trust January 2011 - August 2014
Talmer Bank and Trust November 2008 - March 2011
Johnson Bank June 2007 - November 2008
Roger's Auto Sales, Inc. October 1989 - June 2007
Skills
Small Business Lending, Commercial Lending, Consumer Lending, Commercial Banking, Banking, Credit, Loans, Coaching, Project Management, System Conversion, Customer Service, Procedure Development, Procedure Manuals, Training, Retail Banking, Compliance, Community Banking, Internal Control..., Internal & External..., Quality Assurance, Data Conversion, Troubleshooting, Customer Escalation..., Oral & Written..., Operations Management, Operational Control, Internal Audit, System Applications, Credit Risk, Commercial Mortgages, Mortgage Lending
Education
American Bankers Association 2008 — 2008
Principles of Banking
Marquette University 1987 — 1988
Catholic Central High School 1983 — 1987
Johnson Bank October 1991 - Present
Dean Foundation for Health Research & Education January 2009 - Present
Sauk Prairie Memorial Hospital January 1999 - December 2005
Skills
Cash Management, Treasury Management, FX, Analysis, Certified Treasury..., International Payments, International Business, International Banking, Sales, Relationship Management, Banking, Financial Analysis, Commercial Banking, FX Options, Credit, Commercial Lending
Education
University of St. Thomas 1986 — 1988
MBA, Finance & Management
St. Olaf College 1981 — 1985
BA, Economics
Janesville Craig HS 1979 — 1981
Johnson Bank August 2011 - Present
Park Bank- Madison 2007 - August 2011
Wells Fargo Home Mortgage September 2000 - May 2007
Education
Madison Area Technical College 1989 — 1990
Associates Degree, Real Estate and Finance
University of Wisconsin-Stevens Point 1987 — 1988
Johnson Bank 2013 - Present
Johnson Bank 2006 - 2013
Johnson Bank 2003 - 2006
Johnson Bank 2001 - 2003
Johnson Financial Group 1998 - 2001
Johnson Financial Group 1996 - 1998
Kohl's Department Stores 1994 - 1996
Loehmann's 1984 - 1994
Skills
Highly Analytical, Training Skills, Service Excellence, Employee Engagement, Organizational..., Interpersonal Savvy, Listening Skills, Open Minded, Decisive, Priority Management, Creative Problem Solving, Customer Retention, Self Driven, Quick Study, Team Leadership, Excel, Word, Outlook, Microsoft Word, Service Quality, Microsoft Excel, Analytical Skills, Branch Management, Training, Management, Team Building, Customer Service, Sales, Consumer Lending, Small Business Lending, Commercial Lending, Loans, Sales Management, Commercial Banking, Credit, Banking, Leadership
Education
Lawrence University 1980 — 1984
BA, English
Kent Denver Country Day School 1974 — 1980
Comerica Bank & Trust July 2009 - Present
Johnson Bank August 2007 - December 2008
Northern Trust May 2005 - May 2007
Education
Thunderbird School of Global Management 1997 — 1999
MBA, International Management
University of Wisconsin-Madison 1988 — 1992
BA, Political Science/French
Phillips Exeter Academy 1985 — 1988
BMO Harris Bank September 2013 - Present
Johnson Bank August 2012 - August 2013
Wells Fargo December 2010 - July 2012
Citizens Community Federal Bancorp September 2010 - December 2010
Wells Fargo Financial June 2005 - September 2010
Skills
Small Business Lending, Loan Origination, Mortgage Lending, Consumer Lending, Commercial Banking, Credit, Lines Of Credit, Credit Analysis, Underwriting, Loans, Banking, Refinance, Commercial Lending, FHA, Retail Banking, Insurance, Branch Management, Cross Selling, Mortgage Banking
Education
University of Minnesota Duluth 2003 — 2006
Business Administration, Marketing
North Dakota State University 2001 — 2003
Business Administration, General
Ashwaubenon High School 1997 — 2001
Johnson Financial Group June 2015 - Present
Johnson Bank August 2010 - Present
Guaranty Bank September 2007 - August 2010
Skills
Banking, Cross Selling, Retail Banking, Cash Management, Private Banking, Deposits, Wealth Management, Mortgage Banking, Customer Service, Financial Services, Home Equity Lines of..., Establishing New..., Finance, Loan Servicing, Sales, Trust Services, Team Building, Management
Education
Madison Area Technical College
Real Estate
Johnson Bank October 2012 - Present
M&I Wealth Management, A Part of BMO Financial Group February 1994 - October 2012
Various Retail Companies October 2007 - February 2009
Funding Well Capital fka North American Capital July 2004 - March 2005
Skills
Integrity, Reliability..., Trust Services, Account Management, Client Presentation, Document Preparation, Customer Service, Event Planning, Training, Client Liason, Interviewing Skills, Oral & Written..., Appointment & Meeting..., Microsoft Excel, Microsoft Word, Multi-line Phone, Sales, Retail, Filing, Trust Management, Microsoft SQL Server, Banking
Education
Upper Iowa University 1991 — 1993
Bachelor of Business Administration (B.B.A.)
Madison Area Technical College 1983 — 1985
Associate's Degree, Information Processing
Johnson Bank October 2012 - Present
US Bank 2007 - October 2012
Skills
Private Banking, Wealth Management, Portfolio Management, Wealth Management..., Estate Planning, Retirement Planning, Investment Strategies, Succession Planning, Trusts, Estate Tax Planning, Asset Allocation, High Net Worth..., Investment Management, Financial Planning, Mutual Funds, Banking, Management, Investments, Financial Analysis
Education
Northern Illinois University
Johnson Bank September 2014 - Present
MRL Partners LLC June 2010 - Present
Humana May 2012 - May 2014
U.S. Bank 2004 - 2011
BBVA Compass 2002 - 2004
JPMorgan Chase 1997 - 2002
Fairfield Homes, Inc. 1995 - 1997
CBS Investment Realty, Inc. 1986 - 1995
Deloitte 1980 - 1986
Skills
Leadership, Finance, Auditing, Financial Analysis, Loans, Credit, Underwriting, Commercial Banking, Risk Management, Credit Analysis, Cash Management, Insurance, Health Insurance, Mergers & Acquisitions, Financial Services
Education
University of Arizona, Eller College of Management
Bachelor of Science in Business Administration
Johnson Bank December 2011 - Present
M&I, a part of BMO Financial Group September 1997 - December 2011
M&I Madison Bank May 1991 - September 1997
State of Wisconsin - Office of Commissioner of Banking January 1987 - May 1991
Skills
Commercial Lending, Small Business Lending, Credit Analysis, Consumer Lending, Banking, Loans, Credit, Commercial Banking, Underwriting, Credit Risk, Financial Risk, Cash Management, Loan Origination, Operational Risk, Portfolio Management, Treasury Management, Values-based Leadership, Asset Based Lending, Commercial Mortgages, Lines Of Credit, Retail Banking
Education
University of Wisconsin-Madison - School of Business 1990 — 1995
Master of Science:, Finance, Investments & Banking
University of Wisconsin-Eau Claire 1986 — 1987
Bachelor of Business Administration, Finance
St. Norbert College 1982 — 1983
Finance
Kaukauna High School
Select Milwaukee January 2015 - Present
Lake Park Friends September 2008 - May 2015
Johnson Bank January 2012 - November 2014
M&I Wealth Management September 2006 - January 2012
Accunetmortgage.com LLC February 2000 - September 2006
Wisconsin Women's Business Initiative Corporation January 1999 - February 2000
Skills
Banking, Loans, Underwriting, Wealth Management, Leadership, Small Business Lending, Management, Sales, Portfolio Management, Credit, Consumer Lending, Mortgage Lending, Private Banking
Education
Ripon College
Bachelor of Arts, Economics
Nancy Blank Communications 2001 - Present
Cushman & Wakefield 2015 - 2015
Bank of America 2013 - 2015
AT&T 2012 - 2013
Discover Financial Services 2012 - 2012
Johnson Bank 2011 - 2011
Archstone Consulting 2011 - 2011
PricewaterhouseCoopers 2004 - 2010
Florida Plastics International 2003 - 2003
National Association of Food Equipment Manufacturers (NAFEM) 2003 - 2003
Skills
Technical Writing, Content Management, Methodology Development, Process Improvement, Process Docuementation, User Manuals, Standard Operating..., Style Guidelines, Microsoft Visio, Microsoft PowerPoint, Microsoft Excel, Microsoft Word, Adobe Products, SharePoint, Lotus Notes, Copy Editing and..., Cross-functional Team..., Visio, Editing, Management, Access, Style Guides, Manuals, Marketing Communications, Proofreading, Research, PowerPoint, Sop, Strategic Communications, Copy Editing
Education
Pratt Institute 1994 — 1996
MS, Computer Information and Library Science
University of Cincinnati 1991 — 1995
MA, Art History
Ohio University 1986 — 1991
BA, English
Johnson Bank August 2012 - Present
De Pere, WI August 2011 - August 2012
Associated Bank September 2008 - August 2011
WellsFargo Mortgage 1998 - 2008
Skills
Mortgage Lending, Insurance, Financial Advising., Financial Modeling, Banking
Education
UWGB 1986 — 1989
Bachelor of Business Administration (B.B.A.), Finance/Operations Mgmt
Marian College of Fond du Lac
Bachelor of Business Administration (B.B.A.), Finance and Operations
Marian University
Operations Management/Finance, Business Administration and Management, General, A
North Shore Bank March 2013 - Present
Johnson Bank October 2011 - February 2013
Chili's August 2010 - September 2011
Founaris Bros, Restaurant Pensacola Fl December 2005 - November 2010
Skills
Banking, Cross Selling, Microsoft Word, Customer Service, Customer Satisfaction, Cash Handling Experience, Communication
Education
University of West Florida 2008 — 2010
Bachelor's Degree, Social Work
Pensacola Junior College 2005 — 2008
Associate of Arts, General
Bethel Baptist Church January 2012 - Present
Johnson Bank October 2002 - December 2011
Johnson Keland Management, Inc. January 2000 - December 2002
Johnson Bank November 1996 - January 2000
Skills
Public Speaking, Preaching, Leadership Development, Volunteer Management, Non-profits, Coaching, Team Building, Fundraising, Strategic Planning, Leadership, Discipleship, Customer Service, Budgets, Team Leadership, Management, Teaching, Theology, Pastoral Care, Event Planning, Community Outreach, Religion, Youth Ministry, Biblical Studies, Evangelism, Pastoring, Church Events, Expository Preaching, Church Consulting, Pastoral Counseling, Bible, Apologetics, Pastoral, Church Growth, Nonprofits
Education
The Southern Baptist Theological Seminary 2009 — 2013
Master of Divinity (MDiv), Pastoral Ministry
Marquette University 1993 — 1996
MBA
Loras College 1986 — 1990
BA Finance
Johnson Bank June 2007 - Present
Associated Bank 2006 - 2007
Education
Marquette University 1980 — 1984
BA, Communications/Marketing
BMO Private Banking August 2015 - Present
Johnson Bank November 2013 - August 2015
BMO Harris Bank June 2011 - October 2013
Rogers & Hollands Jewelers May 2005 - June 2011
Education
Madison Area Technical College 1999 — 2002
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Madison East High School 1994 — 1998
City Of Peoria March 2015 - Present
Peoria Diamond Club July 2008 - Present
Johnson Bank 2004 - 2007
Johnson Bank 2000 - 2004
Caliber Bank 1990 - 1994
Skills
Public Speaking, Fundraising, Public Relations, Community Outreach, Event Planning, Volunteer Management, Strategic Planning, Nonprofits, Event Management, Program Management, Leadership Development, Leadership, Team Building, Budgets, Marketing, Customer Service, Project Management, Sales Management, Project Planning
Education
Institute of Financial Education 1985 — 1990
Business and Finance
Pima Community College 1983 — 1984
Computer Science, Business and Finance
City Colleges of Chicago/University of Maryland 1982 — 1983
Computer Science, Business and Finance
Johnson Bank January 2009 - Present
Maritime Savings Bank February 2002 - May 2008
Skills
Banking, Branch Banking, Sales, Loans, Management, Team Building, Sales Management..., Customer Service, Retail Banking, Small Business Lending, Commercial Lending, Credit, Financial Services, Credit Analysis, Commercial Banking
Education
Ottawa University 2012 — 2013
Business Management, Business Administration and Management, General
Johnson Bank January 2014 - Present
Cherry Creek Mortgage June 2011 - January 2014
Wells Fargo Home Mortgage January 2004 - March 2011
MARSHALL AND ILSLEY BANK January 1995 - January 2004
OAKMONT MORTGAGE January 1990 - January 1995
WEYERHAUSER MORTGAGE CO January 1987 - January 1990
First National Bank January 1982 - January 1987
Bank of America January 1980 - January 1982
Skills
Sales Leadership, Strategic Thinking, Profit and Loss..., Recruiting, Coaching & Development, Visionary, Collaborative..., Culture Builder, Sales Management, Team Building, Coaching, Mortgage Lending, Mortgage Banking, Loan Origination, Loans, FHA, FHA financing, Residential Mortgages, VA loans, Refinance, USDA, Government Loans, Banking, Real Estate Financing, Mortgage Underwriting, Construction Loans, Home Equity Loans, Real Estate, Leadership, Portfolio Management, Commercial Lending, Certified Mortgage..., Credit Analysis, Cross Selling, Underwriting, Reverse Mortgages, Commercial Mortgages, Lines Of Credit, Small Business Lending, Consumer Lending, Funding, Mortgage Marketing, First Time Home Buyers, Mortgage Servicing, FHA Financing
Education
University of California, Los Angeles 1976 — 1980
BA, Economics
Associated Bank July 2015 - Present
Associated Bank May 2015 - July 2015
Associated Bank November 2014 - May 2015
Associated Bank May 2014 - November 2014
Associated Bank May 2013 - May 2014
Associated Bank April 2011 - May 2013
Associated Bank June 2010 - April 2011
James H. Montgomery CPA, LLC January 2010 - April 2011
Johnson Bank June 2008 - January 2010
Skills
Time Management, Accounting, Banking, Auditing, Teamwork, Microsoft Office, Microsoft Word, Financial Accounting, Microsoft Excel, Customer Service, Financial Analysis
Education
St. Norbert College 2006 — 2010
BBA, Accounting
Park Bank June 2007 - Present
Rodan & Fields Dermatologists May 2007 - Present
Big Brothers Big Sisters August 2005 - April 2011
Johnson Bank March 2005 - June 2007
Lakeside Players 2005 - 2006
Harris Bank October 1999 - March 2005
Osco Drug 1996 - 1999
Skills
Wealth Management, Mortgage, Loans, Team Building, Banking, Building Relationships, Leadership, New Business Development, Marketing, Investments, Financial Services, Customer Service, Management, Finance, Mortgage Lending, Coaching, Small Business, Time Management, Portfolio Management, Real Estate, Sales, Commercial Lending, Commercial Banking, Selling, Program Management, Account Management, Financial Analysis, Private Banking, Sales Management, Strategic Planning
Education
Leadership Kenosha 2005 — 2006
University of Iowa 1992 — 1996
BA, Journalism & Mass Communication, enphasis in Photography
Remsen St Mary's 1988 — 1992
Chervon North America August 2013 - Present
Johnson Bank August 2008 - May 2013
Mohawk Flush Doors, Inc June 2002 - July 2007
Adventure Travel; Anthony Travel July 1999 - October 2001
Skills
Customer Service, Cash Handling Experience, Word Processing, Typing, Travel Planning, Writing, Creative Writing, Student Counseling, Banking, Telephone Skills, Insurance, Deposits, Branch Banking, Credit, Investments, Management, Commercial Lending, Mortgage Lending, Lines Of Credit, Cross Selling
Education
Baker College 2010 — 2015
Psychology, 3.8
Southwestern Michigan College 1995 — 1996
General Studies
Lake Michigan Catholic 1991 — 1995
Diploma, 3.6
Johnson Bank April 2008 - Present
Chase August 2004 - April 2008
St. Francis Bank January 2002 - August 2004
Skills
Scheduling, Supervisory Skills, Retail Banking, Teller Operations, Operations Management, Customer Service, Organizational..., Skilled Multi-tasker, detail oriented, Management, Cash Handling, Auditing, Coaching, Mentoring
Education
Northern Alberta Institute of Technology
Finance, General
St. Albert High
DL Agricultural Electric, Inc. July 2014 - Present
Johnson Bank February 2014 - July 2014
Johnson Bank June 2013 - July 2014
Flex-Staff June 2013 - May 2014
4imprint November 2013 - December 2013
School Specialty June 2013 - August 2013
Golden Corral September 2012 - June 2013
Old Country Buffet September 2009 - July 2012
Skills
Computer Proficiency, Internal Communications, Communication, Strategic Communications, Strategic Thinking, Team Leadership, Organizational..., Prioritisation, Analytical Reasoning, Flexibility, Interpersonal Skill, Multicultural..., High Organizational..., Oracle E-Business Suite, Avaya Aura, Fortis, Microsoft Office, Teamwork, Customer Service, Microsoft Word, Microsoft Excel
Education
St. Norbert College 2010 — 2014
Bachelor's degree, Business Administration and Management, General
Freedom High School 2006 — 2010
Johnson Bank April 2013 - Present
BMO Harris Bank March 2001 - March 2013
U.S. Bank July 1998 - March 2001
Household International February 1996 - June 1997
National Futures Association July 1993 - February 1996
Skills
Investment Banking, Valuation, Financial Structuring, Investments, Private Equity, Structured Finance, LBO, Restructuring, Loans, Banking, Commercial Banking, Financial Services
Education
University of Minnesota - Carlson School of Management 1997 — 1998
Master of Business Administration (MBA), Finance
University of Iowa - Henry B. Tippie College of Business 1988 — 1992
Bachelor of Business Administration (BBA), Finance
Homestead High School 1984 — 1988
Well Nation March 2013 - Present
Well Nation October 2013 - February 2015
Trotter Wellness October 2011 - March 2013
Johnson Bank August 2006 - October 2011
Johnson Bank June 2002 - August 2006
Wells Fargo Bank October 1994 - June 2002
Skills
Word, Excel, PowerPoint, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, Team Building, Customer Service, Teamwork, Management, Banking, Loans, Wealth Management, Accounting
Education
The University of Texas at El Paso
Community State Bank June 2012 - Present
Johnson Bank February 1988 - December 2011
JP MORGAN/CHASE August 1983 - January 1988
United National Bank and Trust 1979 - 1983
Skills
Small Business Lending, Commercial Credit, Commercial Lending, Lines Of Credit, Commercial Banking, Loans, Credit, Underwriting, Refinance, Conventional, Banking, Cash Management, Cash Flow, Small Business, Portfolio Management, Financial Analysis, Customer Relations, New Business Development, Start-ups, Team Building, Analysis, Customer Service, Coaching, Construction, Insurance, Forecasting, Microsoft Office, Commercial Mortgages, Credit Analysis, Excel, Manufacturing, Real Estate, Investments, Financial Services, Relationship Management, Consumer Lending, Management, SBA, Asset Based Lending, Credit Risk, Cross Selling, Sales, Treasury Management, Middle Market, Mortgage Lending, Finance, CRM, Loan Origination, Retail Banking, Wealth Management
Education
The Ohio State University 1968 — 1972
Bachelor of Arts (BA), Political Science- Emphasis in South & Latin America
Commerce State Bank May 2014 - Present
The Equitable Bank, SSB January 2010 - May 2014
Johnson Bank June 2007 - February 2009
Fiserv August 2006 - June 2007
Johnson Bank July 2004 - July 2006
Citibank 1987 - 1994
Skills
Networking, Loans, Commercial Banking, Banking, Commercial Lending, Credit, Integrity, New Business Development, Internet Banking, Small Business, Lines Of Credit, Wealth Management, Commercial Mortgages, Series 7, Residential Homes, Credit Risk, Risk Management, Residential Mortgages, Leadership, Cross Selling, Insurance, Relationship Management, Mortgage Lending, Mortgage Banking, Retail Banking, SBA, Sales, Sales Management, Real Estate, FHA, Consumer Lending, Credit Analysis, Business Development, Loan Servicing, Team Building, Treasury Management, Cash Management, Loan Origination, Financial Services, Underwriting, Coaching, Small Business Lending, Executive Management, Investments, Asset Based Lending, Commercial Real Estate, Financial Risk, Marketing, Finance, Financial Analysis
Education
Marquette University 1980 — 1984
BA, Communications/Marketing
Journal Media Group April 2015 - Present
Talent Network Group September 2014 - March 2015
Journal Communications March 2012 - November 2013
Johnson Bank April 2011 - February 2012
Guardian Credit Union August 2007 - May 2011
Guardian Credit Union August 2007 - October 2010
Water Street Brewery September 2006 - August 2007
Walgreens May 2004 - 2007
Skills
Banking, Customer Service, Sales, Accounting, Outlook, Accounts Receivable, Loans, Financial Analysis, Account Reconciliation, Accounts Payable, Analysis
Education
Ottawa University 2014 — 2015
B.L.A. Accounting, Accounting
Milwaukee Area Technical College 2009 — 2013
Associates Degree, Accounting
Waukesha North HS
Avatar Solutions - www.avatarsolutions.com February 2015 - Present
Avatar Solutions (formerly Avatar International LLC and HR Solutions International Inc.) March 2014 - Present
Corptax, Inc. July 2010 - March 2014
Corptax, Inc. April 2006 - July 2010
Deloitte & Touche Tax Technologies 2006 - 2006
Sherman Hospital 2005 - 2006
Elgin Community College 2003 - 2005
Lake Forest Hospital 1999 - 2003
Uline 1997 - 1999
Johnson Bank 1995 - 1997
Skills
Sarbanes-Oxley Act, Internal Controls, Forecasting, Accounting, Payroll, Budgets, Managerial Finance, Finance, Analysis, GAAP, Management, Strategic Financial..., Financial Reporting
Education
Keller Graduate School of Management of DeVry University 2000 — 2002
M.A.F.M, Accounting and Financial Management
Lake Forest College 1991 — 1995
B.A., Business
ManpowerGroup October 2014 - Present
Johnson Financial Group January 2014 - September 2014
Johnson Bank May 2014 - July 2014
Racine Unified School District June 2013 - September 2013
Michael Horvich May 2012 - May 2013
Pick 'n Save June 2010 - August 2011
Skills
Microsoft Word, Microsoft Excel, Mac OS, Data Entry, Microsoft Dynamics, CRM Integration, Cognitive Psychology, Psychology, Cello, Ableton Live
Education
Roosevelt University 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Roosevelt University 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Johnson Bank July 2015 - Present
Johnson Insurance Services November 2011 - June 2015
Johnson Financial Group April 2010 - November 2011
Johnson Insurance Services April 2006 - April 2010
Johnson Financial Group November 1996 - March 2006
Skills
Insurance, Property & Casualty..., Workers Compensation, Commercial Insurance, Risk Management, Professional Liability, Health Insurance, Employee Benefits, Legal Liability, Disability Insurance, Life Insurance, Commercial Lines, Team Leadership, Professional Mentoring, Banking, Loans, Casualty, Umbrella Insurance, Brokers, Liability, Casualty Insurance
Education
Marquette University 1986 — 1989
MBA, Finance
University of Wisconsin-Whitewater 1979 — 1983
BBA, Accounting
Johnson Bank July 2014 - Present
Racine County April 2010 - July 2014
Blakely & Wagner, s.c. October 2007 - July 2014
John Loew Law Office, s.c. January 2006 - October 2007
Reinhart Boerner Van Deuren s.c. 1999 - 2006
Skills
Powers of Attorney, Wills, Litigation, Estate Planning, Corporate Law, Courts, Trusts, Legal Issues, Estate Law, Bankruptcy, Legal Writing
Education
University of Wisconsin-Madison 1995 — 1999
J.D., Law
Lawrence University 1990 — 1994
B.A., English
Wells Fargo Bank December 2009 - Present
Johnson Bank May 2003 - December 2009
LaSalle Bank 1998 - 2002
Skills
Management, Strategy, Banking, Finance, Negotiation, Due Diligence, Portfolio Management, Commercial Banking, Analysis, Financial Analysis, Commercial Lending
Education
University of Wisconsin-Madison 2005 — 2007
Exec MBA
The Ohio State University 1994 — 1998
BA, Business
Toys For Trucks March 2015 - Present
Alta Resources May 2013 - February 2015
Johnson Bank December 2010 - August 2012
Boys & Girls Clubs of the Fox Valley December 2008 - December 2010
Independent Printing Inc. November 2007 - December 2008
Neenah Paper May 2006 - May 2007
Voith AG October 1998 - May 2006
Skills
Account Management, Marketing, Sales, New Business Development, Customer Service, Advertising, Product Marketing, Microsoft Office, Writing, Project Management, Proofreading, Administrative..., Handmade Jewelry, Financial Reporting, Presentation Development, Technical Writing, Organization, Fundraising, Private Banking, Finance, Marketing Communications, B2B, Microsoft Word, Outlook
Education
Ripon College 1990 — 1994
Bachelor's degree, Psychology
Appleton West High School 1988 — 1990
St. John the Baptist School May 2013 - Present
Johnson Bank September 2008 - June 2012
Johnson Bank 2006 - 2008
Johnson Bank January 2003 - October 2006
Morgan Stanley Smith Barney 2002 - 2003
Education
St. Norbert College 1998 — 2002
University of St. Thomas - Opus College of Business 1998 — 2000
Business, psychology
Johnson Financial Group / Johnson Bank May 2009 - Present
Johnson Bank November 1987 - May 2009
Skills
Talent Acquisition, Performance Management, Business Strategy, Onboarding, Employee Relations, Employee Engagement, Talent Management, Recruiting, HR Policies, Applicant Tracking..., Leadership Development, Human Resources
Education
University of Kansas
Bachelors, Personnel/Human Resources
Johnson Bank December 2007 - Present
Phenomenal Women, LLC June 2007 - Present
Skills
Loans, Credit, Mortgage Lending, FHA, Refinance, Mortgage Banking, Foreclosures, Residential Mortgages, Referrals, Banking, Short Sales, Real Estate Financing, Small Business Lending, Commercial Lending, REO, Sellers, Residential Homes, Real Estate Economics, Real Estate Transactions, Loan Origination, Credit Analysis, Selling, USDA, Real Estate, Investors, Consumer Lending, Investments, Condos, First Time Home Buyers, Single Family Homes, Investment Properties, Construction Loans, Mortgage Underwriting, Underwriting, Government Loans
Education
University of Wisconsin-Madison 1994 — 1999
BA, Social Welfare
Southern New Hampshire University 2003 — 2006
Masters, Community Mental Health
Johnson Bank
Skills
Banking, Loans, Commercial Banking, Onboarding, Credit, Commercial Lending, Customer Service, Small Business Lending, Mortgage Lending, Credit Analysis, Financial Analysis, Outlook, Microsoft Office, Underwriting, Portfolio Management, Deposits, Microsoft Excel, Team Building, Employee Relations, Coaching, Consumer Lending, Cash Management, Retail Banking
Education
The Ohio State University 1984 — 1989
PAI November 2011 - Present
My Brothers Keeper January 2011 - Present
Golden Arrow Archery Club April 2010 - Present
Johnson Bank February 2010 - November 2011
Baudhuin Inc. September 2008 - December 2008
Georgia Pacific June 2007 - December 2008
Rogan Shoes February 2005 - June 2007
Skills
Advertising, Marketing, Marketing Communications, Strategy, Digital Media, Customer Service, Public Relations, Training
Education
Lakeland College 2009 — 2012
Bachelors in progress, Business Management and Marketing
Northeast Wisconsin Technical College 2006 — 2008
Associates, Marketing
Spectrum Investment Advisors, Inc. September 2014 - Present
Johnson Bank January 2003 - December 2013
M&I Bank June 1999 - December 2002
Skills
Banking, Loans, Commercial Banking, Credit, Employee Benefits, Investments, Retirement, Financial Analysis, Management, Portfolio Management, Relationship Management, Retirement Planning, Wealth Management, Securities
Education
Marquette University 1995 — 1999
University of Wisconsin Hospital and Clinics April 2015 - Present
Johnson Bank December 2012 - February 2015
Fidelity National Information Services September 2007 - March 2011
U.S. Bank October 2002 - July 2007
Park Plaza Hotel April 2000 - October 2002
Skills
Banking, Process Improvement, Risk Management, Business Analysis, Vendor Management, Credit Cards, Payments, Retail Banking, Project Management, Financial Services, Debit Cards, SDLC, Data Entry, Visio, Customer Service, CRM, Microsoft Office
Education
Rasmussen College 2011 — 2014
Associate's degree, Health Information/Medical Records Technology/Technician, 4.0
University of Phoenix 2006 — 2011
Master's degree, Business Administration and Management, General/Accounting, 3.44
University of Phoenix Online 2006 — 2008
Bachelor's degree, Human Services Management and Services, 3.61
Southport Bank January 2015 - Present
Cole Taylor Bank June 2012 - April 2014
Watson Consulting LLC December 2011 - June 2012
Johnson Bank February 2004 - November 2011
Johnson Financial Group 1995 - November 2011
Skills
Banking, Portfolio Management, Commercial Lending, Integrity, Commercial Banking, Credit, Strategic Leadership, Loans, Credit Analysis, Small Business Lending, Succession Planning, Cash Management, Credit Risk, Risk Management, Financial Analysis, Consumer Lending, Mortgage Lending, Retail Banking, Executive Management, Underwriting, Treasury Management, Lines Of Credit, Loan Origination, Asset Based Lending, Financial Services, Wealth Management, Financial Risk, Commercial Mortgages, Mortgage Banking, Finance, Relationship Management, Capital Markets, Investments, Financial Structuring
Education
Marquette University 1986 — 1990
Master of Business Administration (M.B.A.), Finance, General
University of Wisconsin-Oshkosh 1978 — 1981
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Johnson Bank October 2013 - Present
Johnson Bank July 2008 - October 2013
Famous Footwear April 2005 - July 2008
M&I Bank October 2003 - April 2005
M&I Bank January 2001 - October 2003
Skills
Financial Analysis, Retail, Forecasting, Asset Allocation, Inventory Management, Credit Analysis, Loans, Process Improvement, Customer Service, Banking, Budgets, Strategic Financial..., Pricing, Finance, Microsoft Excel
Education
Minnesota State University, Moorhead 1998 — 2000
Bachelor, Finance
Bismarck State College 1996 — 1998
Associates, General Business
Merrill Lynch November 1997 - Present
Johnson Bank June 1994 - November 1997
Skills
Investment Management, Portfolio Optimization, Legacy Planning, Philanthopic Planning, Socially Responsible..., Public Speaking, Mutual Funds, Management, Investment Advisory, Investments, Series 7, Alternative Investments, Plannning, Asset Allocation, ETFs, Retirement Planning, Investment Strategies, Wealth Management, Retirement, IRAs, Series 65, 401k Rollovers, Certified Financial..., High Net Worth..., Trust Services, 401k, Uniform Combined State..., Equities, Series 63, Wealth Management...
Education
University of Pennsylvania - The Wharton School 2013 — 2013
CIMA, Investment Management Analysis
CFP Board of Standards 2007 — 2009
CFP (R), Investments, Retirement, Estate, Tax Planning
Oral Roberts University 1985 — 1988
BA
FIS March 2014 - Present
FIS July 2008 - Present
FIS July 2008 - February 2011
Fiserv March 2003 - May 2008
Johnson Bank 2001 - 2002
Marshall & Ilsley Corporation 1998 - 2000
M&I Bank 1990 - 2000
Skills
Banking, Management, Electronic Payments, Debit Cards, Mobile Payments, Payment Card Processing, Sales, Relationship Management, Process Improvement, Payments, Financial Services
Education
Marquette University 1983 — 1988
BS, Business - Finance
Chicago Innovation Mentors 2013 - Present
University of Illinois Research Park 2009 - Present
General Kinematics Corporation 2006 - Present
Intra-Op Monitoring Services, LLC May 2009 - December 2012
Intra-Op Monitoring Services, LLC September 2008 - April 2009
Vistage 1989 - 2008
Bio-logic Systems Corp. 1999 - 2006
NeuroCare Group 1994 - 1999
Johnson Bank 1991 - 1999
Continental Illinois Venture Capital Corp (CIVC) 1993 - 1994
Skills
Medical Devices, Healthcare, Strategic Planning, Mergers & Acquisitions, Pharmaceutical Industry, Start-ups, Process Improvement, Finance, Product Development, Manufacturing, Cross-functional Team..., FDA, Change Management, Marketing Strategy, Strategy, Commercialization, Entrepreneurship, Executive Management, Corporate Development
Education
Tulane University - A.B. Freeman School of Business
MBA
University of Houston - Cullen College of Engineering
BSEE
AnchorBank December 2010 - Present
AnchorBank December 2010 - November 2012
Johnson Bank January 2005 - December 2010
Skills
Refinance, Retail Banking, Lines Of Credit, Management, Insurance, Sales, Commercial Banking, Investments, Credit Risk, Cash Management, Credit, Portfolio Management, Real Estate, Risk Management, SBA, Accounting, Loans, Banking, Mortgage Banking, Commercial Mortgages, Small Business Lending, Loan Origination, Construction Loans, Consumer Lending, Underwriting, Business Planning, Residential Mortgages, Financial Reporting, Relationship Management, Commercial Lending, Financial Analysis, Process Improvement, Mortgage Lending, Commercial Real Estate, Credit Analysis, Cross Selling, Leadership, Cash Flow, New Business Development, Wealth Management, Finance, Treasury Management, Mergers & Acquisitions
Education
Ripon College 1998 — 2000
B.A., Business Administration
Johnson Bank January 2013 - Present
East Wisconsin Savings Bank June 2006 - December 2012
PVRG 2010 - 2012
Assocciated Bank/First Federal Savings Bank January 1999 - June 2005
Skills
14+ years of mortgage..., Specializing in..., Work in A Fast Paced..., Credit Unions, Stakeholder Engagement, Action Oriented, Third Party Applications, Maximizer, Administrative Functions, Contact Management, Adherence, Senior Stakeholder..., Brio Query, Customer Service, Microsoft Office, Adaptable to Changes, Banking, Mortgage Lending, Commitment to Customer..., Customer Engagement, Investment Properties, Management, Marketing Support, Member Relations, Rates, Loan Origination, Credit, Loans, Refinance, Residential Mortgages, First Time Home Buyers, Sales, Residential Homes
Education
Marian University
Bachelor, Business Administration
Johnson Bank June 2003 - Present
First American Title Ins. March 1993 - June 2003
Education
St. Norbert College 1976 — 1980
BA, Finance, Marketing
Tri City Bankshares October 2009 - Present
Johnson Bank September 2008 - November 2009
Merchants and Manufacturers Bancorporation 2001 - 2008
Robert W Baird 1994 - 2001
Skills
Financial Analysis, Banking, Commercial Banking, Mergers, Credit, Investments, Portfolio Management, Mergers & Acquisitions, Strategic Financial..., Cash Management, Investment Banking, Finance
Education
University of Notre Dame - Mendoza College of Business 1997 — 1998
MBA, Business
University of North Carolina at Chapel Hill 1990 — 1994
Bachelor of Science, Business
University School
Synchrony Financial November 2014 - Present
Kohler Co. July 2008 - October 2014
Polar Ware Company May 2007 - July 2008
Kohler Co. October 2005 - May 2007
Community Bank and Trust 2003 - 2005
Community Bank and Trust 2001 - 2003
Centier Bank 2000 - 2001
Johnson Bank 1999 - 2000
Bemis Manufacturing Company 1995 - 1999
Bemis Manufacturing Company 1989 - 1995
Skills
SAP, Inventory Management, Customer Service, Process Improvement, Supply Chain, Customer Satisfaction, Microsoft Excel, Microsoft Office, Outlook, Sales, Troubleshooting, Team Building, Supply Chain Management, Inventory Control
Education
Lakeshore Technical College 2002 — 2005
Associate of Arts and Sciences (A.A.S.), Supervisory Management
Johnson Bank September 2013 - Present
Dane County CASA, Inc. 2014 - 2015
Dane County CASA, Inc. 2014 - 2015
Dane County CASA, Inc. 2014 - 2015
BMO Harris Bank September 2009 - September 2013
M&I Bank September 2007 - September 2009
M&I Bank February 2005 - September 2007
M&I Bank March 2001 - January 2005
Skills
Banking, Deposits, Credit, Loans, Lines Of Credit, Consumer Lending, Cross Selling, Small Business Lending, Financial Services, Customer Service, Finance, Retail Banking, Sales, Loan Origination, Cash Management, Mortgage Banking, Relationship Management, Internet Banking, Leadership, Credit Analysis, Underwriting, Refinance, Portfolio Management, Credit Cards, Financial Analysis
Education
Madison Area Technical College 2001 — 2003
Associate, Applied Science; Finance
Lakeland College
Bachelor’s Degree, Business Management
Promontory Interfinancial Network August 2014 - Present
Wells Fargo Bank, NA February 2013 - August 2014
Pinckney Consulting January 2013 - August 2014
Associated Bank January 2011 - December 2012
Johnson Bank November 2001 - December 2010
US Bank September 1990 - October 2001
BMO Harris (formerly known as M & I Marshall & Ilsley Bank) June 1981 - August 1990
Skills
Finance, Team Management, Communication Skills, Small Business Lending, Commercial Lending, Business Development, Credit Analysis, Community..., Consulting, Loans, Cash Management, Commercial Banking, Underwriting, Portfolio Management, Credit, Banking, Consumer Lending, Lines Of Credit, Financial Analysis, Treasury Management, Strategy, Cross Selling, Leadership, Management, Asset Based Lending, Small Business, Sales, Commercial Real Estate, Loan Origination, Commercial Mortgages, Financial Services
Education
Ripon College 1977 — 1981
AB, Economics
Wisconsin Bankers Association Commercial Lending School 1986 — 1986
INTRUST Bank Arena / SMG September 2014 - Present
Watercress Development June 2014 - Present
Bank of Oklahoma August 2013 - April 2014
Johnson Bank September 2003 - March 2013
BBVA Compass March 1997 - August 2003
Skills
Loans, Mortgage Lending, Loan Origination, Commercial Lending, Consumer Lending, Banking, Customer Service, Retail Banking, Lines Of Credit, Underwriting, Bank Secrecy Act, Financial Services, Sales, Marketing, Administration, HOA, Social Media Marketing
Education
Paradise Valley Community College
Associate's degree, Business Administration and Management, General
Johnson Bank November 2013 - Present
Johnson Financial Group April 2006 - November 2013
Wells Fargo March 2004 - March 2006
Wells Fargo May 1995 - April 2001
Skills
Banking, Loans, Retail Banking, Wealth Management, Loan Origination, Security, Associate Development
Education
South Dakota State University 1990 — 1993
Bachelor of Science (BS), Sociology
Johnson Bank February 2013 - Present
Associated Bank, N.A. 2006 - 2012
Ziegler Capital Management 2005 - 2006
JPMorgan 2004 - 2005
Thrivent Financial 1996 - 2004
Skills
Investment Management, Strategic Financial..., Investments, Consumer Lending, Retirement Planning, Certified Financial..., Cash Management, Banking, Small Business, Private Banking, Retirement, Mutual Funds, Mortgage Lending, Series 7, Financial Advisory, Credit Analysis, Credit, Asset Allocation
Education
The Ohio State University 1985 — 1990
BA, Journalism, emphasis Public Relations
Neenah High School
Johnson Bank September 2006 - Present
Skills
Credit, Loans, Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit Analysis
Education
Marquette University 1993 — 1997
Bachelor of Science-Psychology, Psychology
Johnson Bank May 2012 - Present
Johnson Bank 2008 - 2014
Johnson Bank September 1998 - May 2012
Advantage Bank June 1994 - August 1998
Skills
Cash Management, Commercial Banking, Commercial Lending, Banking, Small Business Lending, Project Planning, Operations Management, Credit Analysis, Loans, Credit, Retail Banking, Lines Of Credit, Financial Analysis, Treasury Management, Customer Service, Financial Services
Education
North Central College 1990 — 1994
Johnson Bank April 2014 - Present
Bank of New York Mellon September 2009 - December 2013
J.P. Morgan Private Wealth Manangement August 2006 - December 2008
Chase Insurance October 2005 - August 2006
Northwestern Mutual Investment Services August 2004 - April 2005
Northwestern Mutual April 2004 - August 2004
BNY Clearing Corp.-EVEREN Clearing Corp-Kemper Corp. November 1988 - November 2003
Skills
Finance, Strategic Planning, Training, Leadership, Portfolio Management, Investments, Project Management, Auditing, Mutual Funds, Management, Securities
Education
Milwaukee Area Technical College
Coursework, Business Administration
Università degli Studi di Roma 'La Sapienza'
Lettere Orientali, Associate
Johnson Bank May 2013 - Present
BMO Harris Bank January 1998 - January 2013
M&I Lake Country Bank 1994 - 2000
M&I Northern Bank September 1988 - January 1994
Skills
Financial Analysis, Time Management, Customer-focused Service, Underwriting, Credit Analysis, Credit Counseling, Sales, Sales Management, Marketing, Personal Banking, Team Building, Banking, Mortgage Lending, Investments, Loans, Financial Services, Consumer Lending
Education
Mount Mary University 1988 — 1995
Bachelor of Science, Business Administration
John Marshall High School 1970 — 1974
Johnson Bank October 2004 - Present
Associated Bank June 1985 - October 2004
Skills
Lines Of Credit, Credit, Commercial Banking, Commercial Lending, Loans, SBA, Underwriting, Mortgage Lending, Small Business Lending, Credit Analysis, Consumer Lending, Banking, Refinance, Retail Banking, Loan Origination, Cash Management, Commercial Mortgages, Treasury Management, Small Business, Deposits, Cross Selling, Portfolio Management, Mortgage Banking
Education
University of Wisconsin-Green Bay 1980 — 1983
Bachelors, Business Administration
Marquette University 1981 — 1982
Business Administration
US Bank July 2012 - Present
U.S. Bank October 2011 - July 2012
State Farm Insurance October 2010 - October 2011
Johnson Bank March 2009 - October 2010
Associated Bank October 2005 - February 2009
Skills
Loans, Banking, Credit, Mortgage Lending, Consumer Lending, Team Building, Leadership, Management, Sales Management, Small Business Lending, Customer Experience..., Lines Of Credit, Loan Origination, Commercial Banking, Retail Banking
Education
Madison Area Technical College 2003 — 2005
Associate, Finance
Heritage Bank April 2008 - Present
Johnson Bank Arizona 1995 - 2001
Johnson Bank 1995 - 2001
Education
Morton College
Business Administration
Associated Bank December 2013 - Present
Associated Bank February 2011 - December 2013
Invest Financial September 2009 - January 2011
Johnson Bank September 2009 - January 2011
Wells Fargo Advisors 1997 - 2009
Skills
Series 7, Wealth Management, Securities, Retirement Planning, FINRA, Series 24, Series 63, Series 65, Life & Health Insurance..., 401k, Asset Allocation, Banking, Financial Planning, Fixed Annuities, Investment Advisory, Investments, Loans, Mutual Funds, Portfolio Management, Retirement, Uniform Combined State...
Education
Milwaukee Area Technical College
Johnson Bank 2015 - Present
BMO Global Asset Management 2006 - 2014
MEMBERS Capital Advisors (CUNA Mutual Group) 1996 - 2006
Bank of America 1985 - 1996
Skills
Wealth Management, Portfolio Management, Investments, Asset Allocation, Asset Management, Investment Management, Equities, Fixed Income, Mutual Funds, Alternative Investments, Risk Management, Leadership, Investment Strategies, Wealth Accumulation, Multi-generational..., Wealth Preservation, Investment Advisory, Stock Market, Bond Markets, Qualified Retirement...
Education
Trinity College-Hartford
Bachelor of Science (B.S.), Computer Science and Economics
University of Wisconsin-Madison
Master of Business Administration (MBA)
Monona State Bank September 2014 - Present
Johnson Bank May 2013 - August 2013
Verona Area School District June 2011 - August 2012
BKable May 2011 - August 2011
Education
University of Iowa 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
VAHS 2006 — 2010
Johnson bank July 2014 - Present
M&I Bank January 2000 - Present
Skills
Banking, Retail Banking, Lines Of Credit, Credit, Cross Selling, Credit Analysis, Consumer Lending, Loans
Education
Milwaukee Area Technical College 1985 — 1987
Business Administration, Business
Fruition Facilities Management May 2013 - Present
Johnson Bank August 2002 - November 2009
Johnson Financial Group August 2002 - November 2008
Skills
Facilities Management, Microsoft Office, Team Building, Budgets, Contract Management, Project Management, Customer Service, Process Improvement, LEED, Project Planning, Process Scheduler, Strategic Planning, Space-planning, Vendor Management, Contract Negotiation, Employee Relations, Construction, Coaching, Leadership, Operations Management, Team Leadership, Space planning, Risk Management, Purchasing, Customer Satisfaction, Negotiation, Training, Sales, Management
Education
Keller Graduate School of Management of DeVry University 1987 — 1992
Master of Business Administration (MBA), Business Administration and Management, General, 3.4
University of Wisconsin-Milwaukee 1975 — 1977
BS - Architecture, Architecture
Johnson Bank 1996 - 2006
Skills
Banking, Employee Benefits, Mortgage Lending, Cash Management, 401k, Benefits Administration, Loans, Insurance, Underwriting, Finance, Commercial Banking
Education
University of Iowa
Bachelor's degree, Finance, General
Zions Energy Link October 2010 - Present
Johnson Bank October 2008 - October 2010
Skills
Credit Analysis, Banking, Commercial Lending, Loans, Credit, Small Business Lending, Project Finance, Project Management, Loan Origination, Financial Analysis, Portfolio Management, Finance
Education
University of Arizona 2005 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Johnson Bank February 2013 - Present
Associated Bank December 2001 - February 2013
Firstar Bank September 1990 - December 2001
Skills
Loans, Commercial Lending, Commercial Banking, Small Business Lending, Credit, Banking, Financial Modeling, Underwriting, Credit Risk, Retail Banking, Financial Analysis, Consumer Lending, Mortgage Lending, Cash Management, Insurance
Education
Marquette University 1988 — 1992
Bachelor of Arts, English and Sociology
Johnson Bank February 1979 - Present
Skills
Windows, Customer Service, Microsoft Excel, Microsoft Office, Consumer Lending, Small Business Lending, Outlook, Teaching, Public Speaking, Loans, Microsoft Word
Education
University of Detroit Mercy 1971 — 1973
Fidelity Investments January 2007 - Present
Fidelity Investments July 2004 - December 2006
Fidelity Investments January 2000 - July 2004
Fidelity Investments January 1998 - December 2000
Fidelity Investments September 1994 - December 1998
Johnson Bank. September 1991 - September 1994
Landmark Bancshares June 1987 - November 1991
Skills
Process Improvement, Relationship Management, Business Analysis, Financial Services, Business Process..., Six Sigma, Project Management, Change Management, Cross-functional Team..., Employee Benefits, Business Planning, Leadership, Budgets, Defined Benefit, CRM, Strategy
Education
Michigan State University
Bachelor of Arts, Finance
University of Houston
Bachelor of Accountancy, Accounting
Webster University
MBA, Finance
Johnson Bank June 2014 - Present
BMO Private Bank January 2007 - June 2014
Arizona Bank & Trust February 2000 - August 2006
Wells Fargo February 1996 - October 1999
Northern Trust December 1985 - January 1996
Skills
Credit Analysis, Credit, Trusts, Small Business Lending, Banking, Loans, Strategic Financial..., Asset Allocation, Portfolio Management, Private Banking, Commercial Banking, Commercial Lending, Financial Planning, Investments, Wealth Management, Financial Services
Education
Roosevelt University 1985 — 1985
Paralegal, Trusts Estates Wills
Western Illinois University 1975 — 1979
BS, Law Enforcement Administration
MidFirst Bank February 2013 - Present
Johnson Bank June 2006 - March 2012
Chase Bank March 2004 - June 2006
First National Bank of Arizona 2002 - 2004
Wells Fargo Financial November 2001 - May 2002
Chemetco Inc. September 1999 - June 2001
Telefonos de Mexico June 1996 - August 1999
Banco Banoro September 1993 - June 1996
Skills
Project Management, Business Acumen, Key Account Management, Spanish-English, Business Development, Team Building, Peer Relationships, Commercial Lending, Small Business Lending, Sales, Leadership, Mortgage Lending, Commercial Banking, Management, Problem Solving, Financial Analysis, Finance, Banking, Risk Management, Sales Management, Wealth Management, Strong leadership values, Culturally and..., Business to Business, B2B
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1988 — 1993
Bachelor's Degree, Business Administration, Management and Operations
University of Arizona 1986 — 1988
Bachelor's Degree, Business Administration, Management and Operations
Arizona Business Bank January 2015 - June 2015
W.J. Bradley Mortgage Capital, LLC February 2013 - February 2014
Hollingsworth Kelly Law 2007 - 2013
Johnson Bank 1995 - 2002
Skills
Banking, Financial Analysis, Loans, Portfolio Management, Credit, Commercial Banking, Credit Analysis, Retail Banking, Mortgage Lending, Commercial Lending, Financial Services, Cash Management, Underwriting, Loan Origination, Mortgage Banking
Education
University of Arizona
Bachelor's degree, Business Administration
Johnson Bank September 2007 - Present
Associated Bank October 2005 - September 2007
Associated Bank September 2002 - September 2005
Microelectronic Modules Corporation February 2001 - September 2002
Skills
Branch Management, Retail Banking, Banking, Commercial Banking, Loans, Consumer Lending, Branch Banking, Credit, Core Banking, Commercial Lending, Cross Selling, Loan Origination, Mortgage Banking, Credit Risk, Portfolio Management, Risk Management, Relationship Management
Education
Milwaukee School of Engineering 1996 — 2001
Bachelor of Science, Electrical Engineering
Pinnacle Capital Mortgage October 2012 - Present
RepublicBankAZ July 2011 - October 2012
Johnson Bank September 2006 - July 2011
Skills
Refinance, Mortgage Banking, Mortgage Lending, USDA, VA loans, Loans, Loan Origination, FHA, Residential Mortgages, Credit, Construction Loans, Credit Analysis
Education
Northern Arizona University
Bachelor of Arts (B.A.), Psychology
Johnson Bank June 2007 - Present
Skills
Loans, Credit, Retail Banking, Customer Service, Financial Analysis, Finance, Banking, Financial Services, Credit Analysis
Education
Marian University 2002 — 2006
Business/Commerce, General
Johnson Bank April 2006 - Present
Education
Milwaukee Area Technical College 2004 — 2006
Associate's degree, Hvac
Pius XI High School
Family Video December 2008 - Present
Johnson Bank September 2008 - October 2011
Wells Fargo January 2008 - July 2008
Skills
Financial Services, Mortgage Lending, Investments, Leadership, Customer Service
Education
Northwestern College 2001 — 2005
Bachelor of Science (BS), Youth Ministry