Johnson Financial Group
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 Financial Group Employees
Employee
Years
Job
Industry
Jacquelyn Birkholz Jacquelyn Birkholz's Johnson Financial Group Experience July 2008 - October 2010
Job Student Account Specialist at Lawrence Unviersity and Event Coordinator Assistant at My Brother's Keeper Inc.
Industry Higher Education
Experience
Lawrence University July 2013 - Present
My Brother's Keeper Inc. November 2003 - Present
The Retirement Advantage September 2012 - July 2013
PAI November 2010 - August 2012
Johnson Financial Group July 2008 - October 2010
Copps Food Center June 2001 - July 2008
St. Norbert College June 2004 - May 2008
Skills
Customer Service, Banking, Education, Fundraising, Non-profits, Organizing, Retail, Teamwork, Marketing, Leadership, Training, Team Leadership, Employee Benefits, Business Strategy, Budgets, Microsoft Office, 401k, Investments, Nonprofits, Finance
Education
St. Norbert College 2004 — 2008
Bachelor of Business Administration, Business and Sociology
Lawrence University July 2013 - Present
My Brother's Keeper Inc. November 2003 - Present
The Retirement Advantage September 2012 - July 2013
PAI November 2010 - August 2012
Johnson Financial Group July 2008 - October 2010
Copps Food Center June 2001 - July 2008
St. Norbert College June 2004 - May 2008
Skills
Customer Service, Banking, Education, Fundraising, Non-profits, Organizing, Retail, Teamwork, Marketing, Leadership, Training, Team Leadership, Employee Benefits, Business Strategy, Budgets, Microsoft Office, 401k, Investments, Nonprofits, Finance
Education
St. Norbert College 2004 — 2008
Bachelor of Business Administration, Business and Sociology
Christine Carson Christine Carson's Johnson Financial Group Experience June 2006 - Present
Job Personal Insurance Sales Executive at Johnson Insurance
Industry Insurance
Experience
Johnson Financial Group June 2006 - Present
Hill & Usher LLC October 1995 - May 2006
State Farm Insurance 1983 - 1995
Bayly Martin & Fay Of Missouri 1980 - 1983
Skills
Property & Casualty..., Life Insurance, General Insurance, Insurance, Communication Skills, Underwriting, Team Leadership, Customer Service, Account Management, New Business Development, Leadership, Claim, Health Insurance, Umbrella Insurance, Banking, Commercial Lines, Sales, Commercial Insurance, Legal Liability, Casualty, D&O, Employment Practices..., Workers Compensation, Liability Analysis, Term Life Insurance, Liability, Disability Insurance, Brokers, Small Business, Inland Marine, Long-term Care, Casualty Insurance
Education
Eureka High School 1965 — 1969
Meramec Community College
Insurance Courses
Scottsdale Community College
Computers/History Of Western Civilization/Golf
Johnson Financial Group June 2006 - Present
Hill & Usher LLC October 1995 - May 2006
State Farm Insurance 1983 - 1995
Bayly Martin & Fay Of Missouri 1980 - 1983
Skills
Property & Casualty..., Life Insurance, General Insurance, Insurance, Communication Skills, Underwriting, Team Leadership, Customer Service, Account Management, New Business Development, Leadership, Claim, Health Insurance, Umbrella Insurance, Banking, Commercial Lines, Sales, Commercial Insurance, Legal Liability, Casualty, D&O, Employment Practices..., Workers Compensation, Liability Analysis, Term Life Insurance, Liability, Disability Insurance, Brokers, Small Business, Inland Marine, Long-term Care, Casualty Insurance
Education
Eureka High School 1965 — 1969
Meramec Community College
Insurance Courses
Scottsdale Community College
Computers/History Of Western Civilization/Golf
Sarah Sklamberg Sarah Sklamberg's Johnson Financial Group Experience 2007 - Present
Job Vice President Sales Executive at Johnson Financial Group
Industry Insurance
Experience
Johnson Financial Group 2007 - Present
Skills
Insurance, Property & Casualty..., Professional Liability, Risk Management, Commercial Insurance, Employee Benefits, Health Insurance, Workers Compensation, Underwriting, Life Insurance, Small Business, Legal Liability, Health Savings Accounts, Disability Insurance, Term Life Insurance, Retirement Planning, Fixed Annuities, Long-term Care, Commercial Lines, Employment Practices..., Brokers, Umbrella Insurance, Casualty, Liability, Casualty Insurance
Education
Illinois State University 1989 — 1993
BS, Accounting and Business Administration
Illinois State University
BS, Accounting
Johnson Financial Group 2007 - Present
Skills
Insurance, Property & Casualty..., Professional Liability, Risk Management, Commercial Insurance, Employee Benefits, Health Insurance, Workers Compensation, Underwriting, Life Insurance, Small Business, Legal Liability, Health Savings Accounts, Disability Insurance, Term Life Insurance, Retirement Planning, Fixed Annuities, Long-term Care, Commercial Lines, Employment Practices..., Brokers, Umbrella Insurance, Casualty, Liability, Casualty Insurance
Education
Illinois State University 1989 — 1993
BS, Accounting and Business Administration
Illinois State University
BS, Accounting
Angie Foster-Dietzman Angie Foster-Dietzman's Johnson Financial Group Experience March 1993 - Present
Job Employee Benefits Consultant
Industry Insurance
Experience
Johnson Financial Group March 1993 - Present
Business Insurance Group 1989 - 1992
Skills
Negotiation, Human Resources, Employee Benefits, Insurance, Recruiting, Strategy, Banking, Claim, COBRA, Disability Insurance, HIPAA, Business Planning, FMLA, Life Insurance, Account Management, Nonprofits
Education
Texas Woman's University 1975 — 1979
BS, Criminal Justice
R L Turner High School
Johnson Financial Group March 1993 - Present
Business Insurance Group 1989 - 1992
Skills
Negotiation, Human Resources, Employee Benefits, Insurance, Recruiting, Strategy, Banking, Claim, COBRA, Disability Insurance, HIPAA, Business Planning, FMLA, Life Insurance, Account Management, Nonprofits
Education
Texas Woman's University 1975 — 1979
BS, Criminal Justice
R L Turner High School
Brent Hess Brent Hess's Johnson Financial Group Experience April 2011 - Present
Job Vice President Corporate Facilities Johnson Financial Group
Industry Banking
Experience
Johnson Financial Group April 2011 - Present
Johnson Financial Group May 2007 - April 2011
Johnson Financial Group April 2005 - May 2007
Johnson Controls July 2003 - April 2005
Johnson Controls April 2001 - July 2003
Johnson Controls August 1991 - April 2001
Skills
Operations Management, Leadership, Facilities Management, Contract Management, Budgets, Management, Project Management, Team Building, Facilities Operations, Project Planning, Strategy, Construction, Customer Service, Negotiation, Vendor Management, Contract Negotiation, Employee Relations, Process Improvement, Data Center, Continuous Improvement, Coaching, Facility Operations, Customer Satisfaction, Change Management, New Business Development, Leadership Development, Real Estate, Human Resources, Banking, Team Leadership, Strategic Planning, Risk Management, Purchasing, Process Scheduler, Training, Cross-functional Team..., Performance Management, Sales Management, Account Management, Business Development, Budget Management, Program Management, HVAC
Education
Milwaukee Area Technical College 1989 — 1991
Associates, HVAC
Johnson Financial Group April 2011 - Present
Johnson Financial Group May 2007 - April 2011
Johnson Financial Group April 2005 - May 2007
Johnson Controls July 2003 - April 2005
Johnson Controls April 2001 - July 2003
Johnson Controls August 1991 - April 2001
Skills
Operations Management, Leadership, Facilities Management, Contract Management, Budgets, Management, Project Management, Team Building, Facilities Operations, Project Planning, Strategy, Construction, Customer Service, Negotiation, Vendor Management, Contract Negotiation, Employee Relations, Process Improvement, Data Center, Continuous Improvement, Coaching, Facility Operations, Customer Satisfaction, Change Management, New Business Development, Leadership Development, Real Estate, Human Resources, Banking, Team Leadership, Strategic Planning, Risk Management, Purchasing, Process Scheduler, Training, Cross-functional Team..., Performance Management, Sales Management, Account Management, Business Development, Budget Management, Program Management, HVAC
Education
Milwaukee Area Technical College 1989 — 1991
Associates, HVAC
Jennifer Borda Jennifer Borda's Johnson Financial Group Experience March 2009 - Present
Job Check Processing Manager at Johnson Financial Group
Industry Banking
Experience
Johnson Financial Group March 2009 - Present
Harris Bank July 2004 - October 2011
Ledger Bank March 2001 - November 2003
Firstar Bank October 1992 - February 2001
Skills
Team Building, Training, Employee Relations, Banking, Coaching, Loans, Credit, Microsoft Excel, Microsoft Office, Microsoft Word, Retail, Budget
Education
Milwaukee Area Technical College
Business Management
University of Wsconsin, Milwaukee
Johnson Financial Group March 2009 - Present
Harris Bank July 2004 - October 2011
Ledger Bank March 2001 - November 2003
Firstar Bank October 1992 - February 2001
Skills
Team Building, Training, Employee Relations, Banking, Coaching, Loans, Credit, Microsoft Excel, Microsoft Office, Microsoft Word, Retail, Budget
Education
Milwaukee Area Technical College
Business Management
University of Wsconsin, Milwaukee
Hillary Pink-Budworth Hillary Pink-Budworth's Johnson Financial Group Experience October 2012 - Present
Job Sales Executive Professional Liability & Aviation at Johnson Financial Group
Industry Financial Services
Experience
Johnson Financial Group October 2012 - Present
Strohm Ballweg, LLP January 2009 - September 2012
Johnson Financial Group - JFG May 2007 - August 2007
Skills
Insurance, Aviation, Professional Liability, Commercial Insurance, Auditing, Workers Compensation, Risk Management, Accounting, Strategic Financial..., Management, Strategic Planning, Life Insurance, Employee Benefits, Financial Reporting, Financial Analysis, Underwriting, Property & Casualty..., Financial Planning
Education
Edgewood College 2004 — 2009
Bachelor's degree, Accounting and Finance
Johnson Financial Group October 2012 - Present
Strohm Ballweg, LLP January 2009 - September 2012
Johnson Financial Group - JFG May 2007 - August 2007
Skills
Insurance, Aviation, Professional Liability, Commercial Insurance, Auditing, Workers Compensation, Risk Management, Accounting, Strategic Financial..., Management, Strategic Planning, Life Insurance, Employee Benefits, Financial Reporting, Financial Analysis, Underwriting, Property & Casualty..., Financial Planning
Education
Edgewood College 2004 — 2009
Bachelor's degree, Accounting and Finance
Brea Heth Brea Heth's Johnson Financial Group Experience June 2008 - April 2009
Job Graphic Designer at Kohler Co.
Industry Design
Experience
Kohler Co. July 2013 - Present
Freelance 2008 - Present
UW-Milwaukee University Housing March 2013 - June 2013
Marcus Theatres November 2009 - December 2012
Johnson Financial Group June 2008 - April 2009
Movie Tyme Video 2006 - 2009
Skills
Graphic Design, Photoshop, InDesign, Illustrator, Microsoft Office, HTML, Adobe Creative Suite, Photography, CSS, Mac, Typography, After Effects, Microsoft Word, Logo Design, Advertising, Graphics, Digital Photography, Illustration, Dreamweaver, Layout, Organization, Empathy, Word, SEO, XHTML, iMovie, User Experience, Visual Communication, Video Editing, Branding & Identity, Art Direction, Posters, QuarkXPress, Adobe Acrobat, Web Design, Brochures, Catalogs, Flyers
Education
University of Wisconsin-Milwaukee 2009 — 2013
Bachelor's of Fine Arts, Design & Visual Communication
Santa Reparata International School of Art (SRISA) 2011 — 2011
Summer Semester, Art/Art Studies, General
Gateway Technical College 2006 — 2009
Graphic Design, Graphic Design
Kohler Co. July 2013 - Present
Freelance 2008 - Present
UW-Milwaukee University Housing March 2013 - June 2013
Marcus Theatres November 2009 - December 2012
Johnson Financial Group June 2008 - April 2009
Movie Tyme Video 2006 - 2009
Skills
Graphic Design, Photoshop, InDesign, Illustrator, Microsoft Office, HTML, Adobe Creative Suite, Photography, CSS, Mac, Typography, After Effects, Microsoft Word, Logo Design, Advertising, Graphics, Digital Photography, Illustration, Dreamweaver, Layout, Organization, Empathy, Word, SEO, XHTML, iMovie, User Experience, Visual Communication, Video Editing, Branding & Identity, Art Direction, Posters, QuarkXPress, Adobe Acrobat, Web Design, Brochures, Catalogs, Flyers
Education
University of Wisconsin-Milwaukee 2009 — 2013
Bachelor's of Fine Arts, Design & Visual Communication
Santa Reparata International School of Art (SRISA) 2011 — 2011
Summer Semester, Art/Art Studies, General
Gateway Technical College 2006 — 2009
Graphic Design, Graphic Design
Andre Lerman Andre Lerman's Johnson Financial Group Experience 1992 - 1996
Job Marketing Leader at McGladrey
Industry Marketing and Advertising
Experience
McGladrey 2005 - Present
American Express 1999 - 2005
Altschuler, Melvoin and Glasser LLP 1997 - 2005
Trans Leasing International 1996 - 1997
Johnson Financial Group 1992 - 1996
JPMorgan Chase & Co. 1983 - 1991
Accenture 1980 - 1983
Skills
Marketing Strategy, Strategic Planning, Strategy, Marketing Communications, Thought Leadership, Program Management, Leadership, Management, Marketing, Brand Development, Team Building, Mergers & Acquisitions, CRM, Public Relations, Practice Development, Real Estate Economics, Private Equity Firms, Manufacturing and..., Law Firm Administration, Commercial Banking, Trade Finance, Retail Banking, Investment Strategies, Business Process..., Integrated Marketing, Finance, Business Development, Management Consulting, Market Planning, Sales, B2B, Consulting, Strategic Partnerships, Executive Management, Lead Generation, Direct Marketing
Education
The University of Texas at Austin - Red McCombs School of Business 1978 — 1980
MBA, Marketing & Finance
The University of Texas at Austin 1974 — 1978
BA, Government with Honors
McGladrey 2005 - Present
American Express 1999 - 2005
Altschuler, Melvoin and Glasser LLP 1997 - 2005
Trans Leasing International 1996 - 1997
Johnson Financial Group 1992 - 1996
JPMorgan Chase & Co. 1983 - 1991
Accenture 1980 - 1983
Skills
Marketing Strategy, Strategic Planning, Strategy, Marketing Communications, Thought Leadership, Program Management, Leadership, Management, Marketing, Brand Development, Team Building, Mergers & Acquisitions, CRM, Public Relations, Practice Development, Real Estate Economics, Private Equity Firms, Manufacturing and..., Law Firm Administration, Commercial Banking, Trade Finance, Retail Banking, Investment Strategies, Business Process..., Integrated Marketing, Finance, Business Development, Management Consulting, Market Planning, Sales, B2B, Consulting, Strategic Partnerships, Executive Management, Lead Generation, Direct Marketing
Education
The University of Texas at Austin - Red McCombs School of Business 1978 — 1980
MBA, Marketing & Finance
The University of Texas at Austin 1974 — 1978
BA, Government with Honors
Jennifer Larson's Johnson Financial Group Experience January 2006 - December 2007
Job IT Customer Relations Senior Manager at Banner Health
Industry Information Technology and Services
Experience
Banner Health November 2012 - Present
Banner Health August 2012 - November 2012
Regional West Health Services October 2011 - August 2012
Regional West Medical Center December 2009 - October 2011
Fidelity Information Services March 2008 - December 2009
Fidelity National Information Services 2008 - 2009
Johnson Financial Group January 2006 - December 2007
Johnson Financial Group November 2001 - 2006
Ledger Bank 1998 - 2001
Skills
Healthcare Information..., Team Leadership, Project Management, Change Management, Process Improvement, Business Analysis, Disaster Recovery, Organization &..., Regression Testing, System Testing, Training, Software Documentation, Vendor Management, HIPAA, EHR, Healthcare, Program Management, Troubleshooting, EMR, Visio, Team Building, Integration, SharePoint, Informatics, Leadership, IT Management, Software Project..., Cross-functional Team..., Information Technology, Data Analysis, Analysis, Hospitals, PMP, System Administration, Software Implementation, Business Intelligence, Project Planning, Customer Service, Management, Resource Management, Requirements Analysis, MS Project, Networking, Cerner, CPOE, HL7, Microsoft Project, Healthcare Management, Strategic Planning, Access
Education
University of Alabama at Birmingham 2010 — 2010
Health Informatics
Systemation 2009 — 2009
Fast Start in Project Management, Risk Management, Project Management
University of Wisconsin-Milwaukee 1993 — 1998
Bachelors, Criminal Justice
University of Wisconsin-Milwaukee 1995 — 1995
Project Management Foundations
Banner Health November 2012 - Present
Banner Health August 2012 - November 2012
Regional West Health Services October 2011 - August 2012
Regional West Medical Center December 2009 - October 2011
Fidelity Information Services March 2008 - December 2009
Fidelity National Information Services 2008 - 2009
Johnson Financial Group January 2006 - December 2007
Johnson Financial Group November 2001 - 2006
Ledger Bank 1998 - 2001
Skills
Healthcare Information..., Team Leadership, Project Management, Change Management, Process Improvement, Business Analysis, Disaster Recovery, Organization &..., Regression Testing, System Testing, Training, Software Documentation, Vendor Management, HIPAA, EHR, Healthcare, Program Management, Troubleshooting, EMR, Visio, Team Building, Integration, SharePoint, Informatics, Leadership, IT Management, Software Project..., Cross-functional Team..., Information Technology, Data Analysis, Analysis, Hospitals, PMP, System Administration, Software Implementation, Business Intelligence, Project Planning, Customer Service, Management, Resource Management, Requirements Analysis, MS Project, Networking, Cerner, CPOE, HL7, Microsoft Project, Healthcare Management, Strategic Planning, Access
Education
University of Alabama at Birmingham 2010 — 2010
Health Informatics
Systemation 2009 — 2009
Fast Start in Project Management, Risk Management, Project Management
University of Wisconsin-Milwaukee 1993 — 1998
Bachelors, Criminal Justice
University of Wisconsin-Milwaukee 1995 — 1995
Project Management Foundations
Julie (Koerber) Van Der Wilt Julie (Koerber) Van Der Wilt's Johnson Financial Group Experience September 2008 - January 2012
Job Ag Business Banking Portfolio Manager
Industry Banking
Experience
BMO Harris Bank March 2015 - Present
CNH Industrial February 2014 - March 2015
CNH Capital January 2012 - January 2014
Johnson Financial Group September 2008 - January 2012
Skills
Credit Analysis, Credit Risk, Financial Analysis, Loans, Commercial Lending, Banking, Commercial Banking, Financial Risk, Finance, Financial Modeling, Risk Management, Underwriting, Corporate Finance, Credit
Education
University of Wisconsin-Whitewater 2014 — 2017
Doctorate of Business Administration, Finance
University of Wisconsin-Whitewater 2009 — 2011
Master of Business Administration (MBA), Finance & International Business
St. Cloud State University 2003 — 2007
Bachelor of Science (B.S.), Finance
BMO Harris Bank March 2015 - Present
CNH Industrial February 2014 - March 2015
CNH Capital January 2012 - January 2014
Johnson Financial Group September 2008 - January 2012
Skills
Credit Analysis, Credit Risk, Financial Analysis, Loans, Commercial Lending, Banking, Commercial Banking, Financial Risk, Finance, Financial Modeling, Risk Management, Underwriting, Corporate Finance, Credit
Education
University of Wisconsin-Whitewater 2014 — 2017
Doctorate of Business Administration, Finance
University of Wisconsin-Whitewater 2009 — 2011
Master of Business Administration (MBA), Finance & International Business
St. Cloud State University 2003 — 2007
Bachelor of Science (B.S.), Finance
Kirsten Hope Walker, M.A. Ed., M.S.Ed.'s Johnson Financial Group Experience April 2011 - August 2012
Job Environmental Educator at Illinois Indiana Sea Grant
Industry Education Management
Experience
Illinois Indiana Sea Grant August 2014 - Present
Outside the Box Environmental Education 2009 - Present
Illinois Sustainable Technology Center November 2012 - July 2014
Johnson Financial Group April 2011 - August 2012
US Fish and Wildlife Service January 2010 - November 2010
Northern Illinois University August 2005 - May 2009
Township HS District 211 September 1998 - June 2006
McHenry County Conservation District May 1991 - August 1995
Village of Hoffman Estates August 1988 - April 1992
Willowbrook Wildlife Haven May 1988 - August 1988
Education
Northern Illinois University 2005 — 2012
M.S.Ed., Curriculum & Instruction (Environmental Education), 3.85
Roosevelt University 1998 — 2003
M.A., Secondary Education - Science
Eastern Illinois University 1987 — 1988
B.A., Environmental Biology
Prescott College 1986 — 1986
None, Environmental Studies
Harper College 1983 — 1986
A.S., Biology
Schaumburg High School 1979 — 1983
Diploma, General
Illinois Indiana Sea Grant August 2014 - Present
Outside the Box Environmental Education 2009 - Present
Illinois Sustainable Technology Center November 2012 - July 2014
Johnson Financial Group April 2011 - August 2012
US Fish and Wildlife Service January 2010 - November 2010
Northern Illinois University August 2005 - May 2009
Township HS District 211 September 1998 - June 2006
McHenry County Conservation District May 1991 - August 1995
Village of Hoffman Estates August 1988 - April 1992
Willowbrook Wildlife Haven May 1988 - August 1988
Education
Northern Illinois University 2005 — 2012
M.S.Ed., Curriculum & Instruction (Environmental Education), 3.85
Roosevelt University 1998 — 2003
M.A., Secondary Education - Science
Eastern Illinois University 1987 — 1988
B.A., Environmental Biology
Prescott College 1986 — 1986
None, Environmental Studies
Harper College 1983 — 1986
A.S., Biology
Schaumburg High School 1979 — 1983
Diploma, General
James Stark's Johnson Financial Group Experience June 2012 - August 2012
Job Corporate Banking Analyst at PNC
Industry Banking
Experience
PNC August 2015 - Present
Marquette University January 2014 - May 2015
Robert W. Baird & Co. August 2014 - August 2014
Ziegler May 2014 - August 2014
Johnson Financial Group June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Bloomberg, Analysis, Financial Analysis, Finance, Management, PowerPoint, Financial Accounting, Teamwork, Social Media, Public Speaking, Research, Financial Modeling, Investments, Bloomberg Terminal, Valuation
Education
Marquette University 2011 — 2015
Bachelor's Degree, Finance
PNC August 2015 - Present
Marquette University January 2014 - May 2015
Robert W. Baird & Co. August 2014 - August 2014
Ziegler May 2014 - August 2014
Johnson Financial Group June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Bloomberg, Analysis, Financial Analysis, Finance, Management, PowerPoint, Financial Accounting, Teamwork, Social Media, Public Speaking, Research, Financial Modeling, Investments, Bloomberg Terminal, Valuation
Education
Marquette University 2011 — 2015
Bachelor's Degree, Finance
Becky Crowley Becky Crowley's Johnson Financial Group Experience October 2014 - Present
Job Check Processing Assistant Supervisor at Johnson Financial Group
Industry Financial Services
Experience
Johnson Financial Group October 2014 - Present
Johnson Financial Group July 2013 - October 2014
BMO Harris Bank June 2009 - August 2013
Toys R Us 2006 - 2010
Skills
Loans, Banking, Credit, Consumer Lending, Commercial Banking, Retail Banking, Small Business Lending, Credit Analysis, Lines Of Credit, Cash Management, Cross Selling, Financial Analysis, Credit Risk, Branch Banking
Education
Ashford University 2011 — 2014
Bachelor's Degree, Organizational Management
Johnson Financial Group October 2014 - Present
Johnson Financial Group July 2013 - October 2014
BMO Harris Bank June 2009 - August 2013
Toys R Us 2006 - 2010
Skills
Loans, Banking, Credit, Consumer Lending, Commercial Banking, Retail Banking, Small Business Lending, Credit Analysis, Lines Of Credit, Cash Management, Cross Selling, Financial Analysis, Credit Risk, Branch Banking
Education
Ashford University 2011 — 2014
Bachelor's Degree, Organizational Management
Kellene Marzahl Kellene Marzahl's Johnson Financial Group Experience September 2007 - August 2013
Job Senior Vice President, Senior Marketing Manager at Associated Bank
Industry Financial Services
Experience
Associated Bank August 2013 - Present
Johnson Financial Group September 2007 - August 2013
U.S. Bancorp June 1997 - September 2007
Reinhart, Boerner November 1993 - June 1997
Skills
Marketing, Advertising, Marketing Strategy, Marketing Communications, Leadership, Market Research, Strategic Planning, Public Relations, Event Planning, Management, Newsletters, Sales, Email Marketing, Customer Service, Direct Marketing, Brand Management, Competitive Analysis, Marketing Management, SEO, Team Building, Investments, Private Banking, Qualified Retirement..., Corporate Events, Event Management
Education
Marquette University 1997 — 2003
Masters, Business Administration
The Center for Legal Technology - Milwaukee Business Training Institute 1990 — 1990
Post, Paralegal
University of Wisconsin-Whitewater 1987 — 1990
Bachelor of Science, Psychology
Associated Bank August 2013 - Present
Johnson Financial Group September 2007 - August 2013
U.S. Bancorp June 1997 - September 2007
Reinhart, Boerner November 1993 - June 1997
Skills
Marketing, Advertising, Marketing Strategy, Marketing Communications, Leadership, Market Research, Strategic Planning, Public Relations, Event Planning, Management, Newsletters, Sales, Email Marketing, Customer Service, Direct Marketing, Brand Management, Competitive Analysis, Marketing Management, SEO, Team Building, Investments, Private Banking, Qualified Retirement..., Corporate Events, Event Management
Education
Marquette University 1997 — 2003
Masters, Business Administration
The Center for Legal Technology - Milwaukee Business Training Institute 1990 — 1990
Post, Paralegal
University of Wisconsin-Whitewater 1987 — 1990
Bachelor of Science, Psychology
Cathy Valenzuela's Johnson Financial Group Experience August 1998 - March 2004
Job President at Arizona Business Bank
Industry Banking
Experience
Arizona Business Bank March 2004 - Present
Johnson Financial Group August 1998 - March 2004
Valley National Bank 1983 - 1998
Bank One 1983 - 1998
Skills
Creative Credit..., Commercial Lending, Contractor Financing..., Financial Analysis, Small Business Lending, Portfolio Management, Credit Analysis, Commercial Banking, New Business Development, Cash Management, Small Business, Budgets, Finance, Leadership, Executive Management, Loans, Credit, Underwriting, Banking, Management, Commercial Mortgages, Asset Based Lending, Mortgage Lending, Lines Of Credit
Education
Arizona State University 2003 — 2004
Bachelor of Business Administration (BBA), Finance
University of Wisconsin-Madison - School of Business 1978 — 1982
Business Administration and Management, General
Oregon High School
Oregon High School
Arizona Business Bank March 2004 - Present
Johnson Financial Group August 1998 - March 2004
Valley National Bank 1983 - 1998
Bank One 1983 - 1998
Skills
Creative Credit..., Commercial Lending, Contractor Financing..., Financial Analysis, Small Business Lending, Portfolio Management, Credit Analysis, Commercial Banking, New Business Development, Cash Management, Small Business, Budgets, Finance, Leadership, Executive Management, Loans, Credit, Underwriting, Banking, Management, Commercial Mortgages, Asset Based Lending, Mortgage Lending, Lines Of Credit
Education
Arizona State University 2003 — 2004
Bachelor of Business Administration (BBA), Finance
University of Wisconsin-Madison - School of Business 1978 — 1982
Business Administration and Management, General
Oregon High School
Oregon High School
Jacqueline Foust (Schumacher) Jacqueline Foust (Schumacher)'s Johnson Financial Group Experience November 2012 - June 2013
Job Account Specialist at Aon
Industry Insurance
Experience
Aon August 2013 - Present
Johnson Financial Group November 2012 - June 2013
QBE Insurance April 2010 - November 2012
Skills
Claims Management, Insurance, Liability, General Insurance, Property & Casualty..., Fitness Instruction, Yoga, Commercial Insurance, Communication Skills, Customer Retention, Licensed Property &..., Proposal Writing, Professional Liability, Customer Service, CPCU Coursework, Workers' Compensation..., Auto Claims, Commercial Lines, Legal Liability, Integrity, Workers Compensation, Liability Analysis, Casualty, Claim Investigation, Property Damage, Subrogation
Education
University of Minnesota-Twin Cities 2006 — 2009
Bachelor's degree, Business and Marketing
Notre Dame Academy 2002 — 2006
Aon August 2013 - Present
Johnson Financial Group November 2012 - June 2013
QBE Insurance April 2010 - November 2012
Skills
Claims Management, Insurance, Liability, General Insurance, Property & Casualty..., Fitness Instruction, Yoga, Commercial Insurance, Communication Skills, Customer Retention, Licensed Property &..., Proposal Writing, Professional Liability, Customer Service, CPCU Coursework, Workers' Compensation..., Auto Claims, Commercial Lines, Legal Liability, Integrity, Workers Compensation, Liability Analysis, Casualty, Claim Investigation, Property Damage, Subrogation
Education
University of Minnesota-Twin Cities 2006 — 2009
Bachelor's degree, Business and Marketing
Notre Dame Academy 2002 — 2006
Courtney Klatt's Johnson Financial Group Experience December 2013 - August 2014
Job Talent Development Specialist at NMC, Inc
Industry Professional Training & Coaching
Experience
NMC, Inc August 2014 - Present
Johnson Financial Group December 2013 - August 2014
Bemis Company, Inc. August 2011 - October 2013
Bemis Company, Inc. July 2007 - August 2011
Alcan Packaging 2006 - 2007
Skills
Instructor-led Training, Instructional Design, Succession Planning, Performance Management, Leadership Development, Talent Management, Organizational..., Onboarding, Training, Change Management, Coaching, Team Building, Workshop Facilitation, E-Learning, Program Management, Strategic Planning, Employee Training
Education
Roosevelt University 2009 — 2016
Masters, Human Performance Improvement
University of Minnesota-Twin Cities 2003 — 2007
Bachelors, Human Resource Development
Neenah High School
NMC, Inc August 2014 - Present
Johnson Financial Group December 2013 - August 2014
Bemis Company, Inc. August 2011 - October 2013
Bemis Company, Inc. July 2007 - August 2011
Alcan Packaging 2006 - 2007
Skills
Instructor-led Training, Instructional Design, Succession Planning, Performance Management, Leadership Development, Talent Management, Organizational..., Onboarding, Training, Change Management, Coaching, Team Building, Workshop Facilitation, E-Learning, Program Management, Strategic Planning, Employee Training
Education
Roosevelt University 2009 — 2016
Masters, Human Performance Improvement
University of Minnesota-Twin Cities 2003 — 2007
Bachelors, Human Resource Development
Neenah High School
Vince Janecky's Johnson Financial Group Experience April 2012 - Present
Job IT Auditor, CISA, ACE
Industry Financial Services
Experience
Johnson Financial Group April 2012 - Present
Johnson Financial Group April 2010 - April 2012
Johnson Financial Group August 2007 - April 2010
COUNTRY ® Financial 2006 - 2007
Irwin Mortgage 2005 - 2006
North Shore Bank 2004 - 2005
Skills
Business Intelligence, Visual Basic, SQL, Monarch, Microsoft Office, Excel, Windows, Windows Mobile, iPhone, Report Writing, Business Analysis, Risk Management, Analysis, Process Improvement, Visio, Auditing, Risk Assessment, Outlook, Microsoft Word, PowerPoint, SharePoint, Change Management, Access, Business Continuity, Internal Audit, Banking, Data Analysis, Internal Controls, IT Audit, Disaster Recovery, Microsoft Excel, Investments, Mortgage Lending
Education
Lewis University 2012 — 2016
Master of Science (M.S.), Information Security
University of Minnesota-Twin Cities 2002 — 2004
BS, Applied Economics
University of Wisconsin-Whitewater 2001 — 2002
Economics
Carthage College 2000 — 2001
Accounting
Johnson Financial Group April 2012 - Present
Johnson Financial Group April 2010 - April 2012
Johnson Financial Group August 2007 - April 2010
COUNTRY ® Financial 2006 - 2007
Irwin Mortgage 2005 - 2006
North Shore Bank 2004 - 2005
Skills
Business Intelligence, Visual Basic, SQL, Monarch, Microsoft Office, Excel, Windows, Windows Mobile, iPhone, Report Writing, Business Analysis, Risk Management, Analysis, Process Improvement, Visio, Auditing, Risk Assessment, Outlook, Microsoft Word, PowerPoint, SharePoint, Change Management, Access, Business Continuity, Internal Audit, Banking, Data Analysis, Internal Controls, IT Audit, Disaster Recovery, Microsoft Excel, Investments, Mortgage Lending
Education
Lewis University 2012 — 2016
Master of Science (M.S.), Information Security
University of Minnesota-Twin Cities 2002 — 2004
BS, Applied Economics
University of Wisconsin-Whitewater 2001 — 2002
Economics
Carthage College 2000 — 2001
Accounting
Jean Heyduck Jean Heyduck's Johnson Financial Group Experience September 2003 - February 2006
Job Vice President for Marketing and Communications at Community Foundation of the Lowcountry
Industry Public Relations and Communications
Experience
Community Foundation of the Lowcountry November 2014 - Present
The Literacy Center (formerly Literacy Volunteers of the Lowcountry) January 2013 - November 2014
Gateway Technical College Foundation March 2010 - March 2012
Boys & Girls Clubs of Greater Milwaukee April 2006 - March 2010
Johnson Financial Group September 2003 - February 2006
All Saints Healthcare July 1997 - September 2003
Skills
Marketing and..., Fundraising, Public Relations, Editing, Cause Marketing, Executive Communications, Non-profits, Special Events, Advertising, Strategic Communications, Crisis Communications, Event Planning, Writing, Media Relations, Newsletters, Marketing Communications, Copywriting, Press Releases, Publicity, Corporate Communications, Internal Communications, Annual Reports, Publications, Budgeting, Budgets, Event Management, Nonprofits, Grants, Marketing, Social Media Marketing, Marketing Strategy, Strategic Planning, Leadership, Community Outreach, Strategy, Management, Public Speaking, Project Management, Grant Writing
Education
Eastern Illinois University 1994 — 1996
MA, Speech Communication with Public Relations emphasis
Western Illinois University 1978 — 1982
BA, Sociology, Spanish, Law Enforcement
Community Foundation of the Lowcountry November 2014 - Present
The Literacy Center (formerly Literacy Volunteers of the Lowcountry) January 2013 - November 2014
Gateway Technical College Foundation March 2010 - March 2012
Boys & Girls Clubs of Greater Milwaukee April 2006 - March 2010
Johnson Financial Group September 2003 - February 2006
All Saints Healthcare July 1997 - September 2003
Skills
Marketing and..., Fundraising, Public Relations, Editing, Cause Marketing, Executive Communications, Non-profits, Special Events, Advertising, Strategic Communications, Crisis Communications, Event Planning, Writing, Media Relations, Newsletters, Marketing Communications, Copywriting, Press Releases, Publicity, Corporate Communications, Internal Communications, Annual Reports, Publications, Budgeting, Budgets, Event Management, Nonprofits, Grants, Marketing, Social Media Marketing, Marketing Strategy, Strategic Planning, Leadership, Community Outreach, Strategy, Management, Public Speaking, Project Management, Grant Writing
Education
Eastern Illinois University 1994 — 1996
MA, Speech Communication with Public Relations emphasis
Western Illinois University 1978 — 1982
BA, Sociology, Spanish, Law Enforcement
Robert L. Lawrence Jr. Robert L. Lawrence Jr.'s Johnson Financial Group Experience October 2011 - Present
Job Partner, Johnson Financial Group
Industry Financial Services
Experience
Johnson Financial Group October 2011 - Present
Clear Channel Communications September 2001 - December 2005
Skills
New Business Development, Account Management, Marketing Strategy, Sales, Marketing, Sales Management, Strategic Planning, Advertising, Online Advertising, Market Research, Negotiation, Budgets, Marketing Communications, CRM, Salesforce.com
Education
University of Denver - Daniels College of Business 2010 — 2012
MBA, Strategic Finance
University of Denver 1997 — 2001
Bachelors, Finance/Marketing
Johnson Financial Group October 2011 - Present
Clear Channel Communications September 2001 - December 2005
Skills
New Business Development, Account Management, Marketing Strategy, Sales, Marketing, Sales Management, Strategic Planning, Advertising, Online Advertising, Market Research, Negotiation, Budgets, Marketing Communications, CRM, Salesforce.com
Education
University of Denver - Daniels College of Business 2010 — 2012
MBA, Strategic Finance
University of Denver 1997 — 2001
Bachelors, Finance/Marketing
Nancy Verbeten CPA, MBA Nancy Verbeten CPA, MBA's Johnson Financial Group Experience November 1989 - Present
Job Accounting Management|Financial Analysis|Planning/Forecasting|Technology Integration|Regulatory|Training
Industry Financial Services
Experience
Johnson Financial Group November 1989 - Present
Color Arts (d/b/a) DuraColor 1983 - 1989
Skills
Cash Management, Financial Analysis, Banking, Credit, Leadership, Strategic Planning, Lines Of Credit, Credit Analysis, Training, Finance, Analysis
Education
Keller Graduate School of Management of DeVry University 2000 — 2002
Master of Business Administration (MBA), Business Administration and Management, Accounting & Finance, 3.52
Cardinal Stritch University 1988 — 1991
Bachelor of Science (B.S.), Finance / Business Management, 3.834
Gateway Technical College 1980 — 1982
Associate Degree, Accounting and Data Processing, 3.77
Gateway Technical College 1973 — 1977
Associate Degree, Marketing/Fashion Merchandising, 3.33
Johnson Financial Group November 1989 - Present
Color Arts (d/b/a) DuraColor 1983 - 1989
Skills
Cash Management, Financial Analysis, Banking, Credit, Leadership, Strategic Planning, Lines Of Credit, Credit Analysis, Training, Finance, Analysis
Education
Keller Graduate School of Management of DeVry University 2000 — 2002
Master of Business Administration (MBA), Business Administration and Management, Accounting & Finance, 3.52
Cardinal Stritch University 1988 — 1991
Bachelor of Science (B.S.), Finance / Business Management, 3.834
Gateway Technical College 1980 — 1982
Associate Degree, Accounting and Data Processing, 3.77
Gateway Technical College 1973 — 1977
Associate Degree, Marketing/Fashion Merchandising, 3.33
Todd Wolf Todd Wolf's Johnson Financial Group Experience November 2004 - December 2008
Job
Industry Nonprofit Organization Management
Experience
Racine Zoological Society February 2012 - July 2015
Bank Mutual February 2011 - September 2011
United Hospital System January 2009 - February 2011
Johnson Financial Group November 2004 - December 2008
Skills
Microsoft Office, AutoCAD, Customer Service, Analysis, Word, Excel, PowerPoint, Public Speaking, Outlook, Data Analysis, Banking, Financial Analysis, Microsoft Excel, Nonprofits, Microsoft Word
Education
Carthage College 2004 — 2007
Bachelors
Gateway Technical College 2001 — 2003
AAS
Gateway Technical College 1996 — 1998
AAS
Racine Zoological Society February 2012 - July 2015
Bank Mutual February 2011 - September 2011
United Hospital System January 2009 - February 2011
Johnson Financial Group November 2004 - December 2008
Skills
Microsoft Office, AutoCAD, Customer Service, Analysis, Word, Excel, PowerPoint, Public Speaking, Outlook, Data Analysis, Banking, Financial Analysis, Microsoft Excel, Nonprofits, Microsoft Word
Education
Carthage College 2004 — 2007
Bachelors
Gateway Technical College 2001 — 2003
AAS
Gateway Technical College 1996 — 1998
AAS
Frank Mitchell's Johnson Financial Group Experience January 1999 - Present
Job Senior Help Desk Specialist at Johnson Financial Group
Industry Financial Services
Experience
Johnson Financial Group January 1999 - Present
Target October 1996 - September 1997
Unisys February 1974 - December 1991
Skills
Active Directory, Outlook, Customer Service, Problem Solving, Vendor Management, Troubleshooting, Visio, Software Documentation, Process Improvement, SharePoint, Business Analysis, System Administration, XP, Windows 7, Team Leadership, Windows, Microsoft Office, Access, SQL, Management, Networking, Disaster Recovery, Team Building
Education
Gateway Technical College 1970 — 1972
AAS, COMPUTER INFORMATION SYSTEMS - MICROCOMPUTER SPECIALIST
MSOE 1969 — 1972
AAS, Computer Engineering
Johnson Financial Group January 1999 - Present
Target October 1996 - September 1997
Unisys February 1974 - December 1991
Skills
Active Directory, Outlook, Customer Service, Problem Solving, Vendor Management, Troubleshooting, Visio, Software Documentation, Process Improvement, SharePoint, Business Analysis, System Administration, XP, Windows 7, Team Leadership, Windows, Microsoft Office, Access, SQL, Management, Networking, Disaster Recovery, Team Building
Education
Gateway Technical College 1970 — 1972
AAS, COMPUTER INFORMATION SYSTEMS - MICROCOMPUTER SPECIALIST
MSOE 1969 — 1972
AAS, Computer Engineering
Ken Fellman Ken Fellman's Johnson Financial Group Experience June 2012 - Present
Job Senior Vice President, Retail Banking Manager at Johnson Financial Group
Industry Banking
Experience
Johnson Financial Group June 2012 - Present
Johnson Financial Group November 2011 - June 2012
BMO Harris Bank July 2011 - November 2011
M&I Marshall & Ilsley Bank June 2000 - June 2011
M&I Marshall & Ilsley Bank March 1996 - May 2000
M&I Marshall & Ilsley Bank January 1990 - February 1996
M&I Marshall & Ilsley Bank January 1987 - December 1989
M&I Marshall & Ilsley Bank May 1984 - December 1986
Skills
Sales Management, Credit, Banking, Strategic Planning, Team Building, Consumer Lending, Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Lines Of Credit, Loans, Mortgage Lending, Retail Banking, Cash Management, Finance, Management, Portfolio Management, Underwriting, Treasury Management, Financial Analysis, Credit Risk, Wealth Management, Private Banking, Branch Banking, Cross Selling, Risk Management, Relationship Management
Education
Marquette University 1984 — 1990
MBA, Business
Wisconsin Bankers Association 1988 — 1988
Commercial Lending
DePauw University 1980 — 1984
BA, Economics
Johnson Financial Group June 2012 - Present
Johnson Financial Group November 2011 - June 2012
BMO Harris Bank July 2011 - November 2011
M&I Marshall & Ilsley Bank June 2000 - June 2011
M&I Marshall & Ilsley Bank March 1996 - May 2000
M&I Marshall & Ilsley Bank January 1990 - February 1996
M&I Marshall & Ilsley Bank January 1987 - December 1989
M&I Marshall & Ilsley Bank May 1984 - December 1986
Skills
Sales Management, Credit, Banking, Strategic Planning, Team Building, Consumer Lending, Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Lines Of Credit, Loans, Mortgage Lending, Retail Banking, Cash Management, Finance, Management, Portfolio Management, Underwriting, Treasury Management, Financial Analysis, Credit Risk, Wealth Management, Private Banking, Branch Banking, Cross Selling, Risk Management, Relationship Management
Education
Marquette University 1984 — 1990
MBA, Business
Wisconsin Bankers Association 1988 — 1988
Commercial Lending
DePauw University 1980 — 1984
BA, Economics
Beth Hokanson Beth Hokanson's Johnson Financial Group Experience February 2012 - Present
Job Director Core Banking Systems
Industry Financial Services
Experience
Johnson Financial Group February 2012 - Present
Skills
Business Intelligence, SharePoint, Vendor Management, Banking, Business Analysis, Project Management, Testing, Team Leadership, Analysis, Management, Business Development, Process Improvement, Financial Analysis, Risk Management, Program Management
Education
Marquette University 1986 — 1990
Business Admin, Management Information Systems
Johnson Financial Group February 2012 - Present
Skills
Business Intelligence, SharePoint, Vendor Management, Banking, Business Analysis, Project Management, Testing, Team Leadership, Analysis, Management, Business Development, Process Improvement, Financial Analysis, Risk Management, Program Management
Education
Marquette University 1986 — 1990
Business Admin, Management Information Systems
Alison Bozman Alison Bozman's Johnson Financial Group Experience 1998 - 2001
Job AVP Branch Manager at Johnson Bank NMLS#691001
Industry Banking
Experience
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
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
Peter X. Engel Peter X. Engel's Johnson Financial Group Experience July 2011 - Present
Job Executive Vice President at Johnson Financial Group
Industry Financial Services
Experience
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 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
Nate Franke Nate Franke's Johnson Financial Group Experience October 2005 - July 2010
Job Development & Leasing Director at Zilber Property Group
Industry Real Estate
Experience
Zilber Property Group July 2011 - Present
Arizona State University August 2010 - May 2011
Johnson Financial Group October 2005 - July 2010
Turner Construction January 2004 - August 2005
Skills
Real Estate Development, Entitlements, Commercial Real Estate, Real Estate Economics, Real Estate Transactions, Due Diligence, Financial Analysis, Location Intelligence, Contract Negotiation, Leases, Loans, Investments, Valuation, Disposition, Asset Management, Corporate Real Estate, Brokerage, Real Estate Financing, Lease Negotiations, Investment Properties, Landlords, Tenant, Land Acquisition, Acquisitions, Portfolio Management, Zoning, Lease Administration, Shopping Centers, Property, Land Development, Dispositions
Education
Arizona State University - W. P. Carey School of Business 2010 — 2011
Master of Real Estate Development, Real Estate
Wake Forest University 1999 — 2003
BA, Economics
Zilber Property Group July 2011 - Present
Arizona State University August 2010 - May 2011
Johnson Financial Group October 2005 - July 2010
Turner Construction January 2004 - August 2005
Skills
Real Estate Development, Entitlements, Commercial Real Estate, Real Estate Economics, Real Estate Transactions, Due Diligence, Financial Analysis, Location Intelligence, Contract Negotiation, Leases, Loans, Investments, Valuation, Disposition, Asset Management, Corporate Real Estate, Brokerage, Real Estate Financing, Lease Negotiations, Investment Properties, Landlords, Tenant, Land Acquisition, Acquisitions, Portfolio Management, Zoning, Lease Administration, Shopping Centers, Property, Land Development, Dispositions
Education
Arizona State University - W. P. Carey School of Business 2010 — 2011
Master of Real Estate Development, Real Estate
Wake Forest University 1999 — 2003
BA, Economics
Tiffany Kirgan Tiffany Kirgan's Johnson Financial Group Experience September 2000 - Present
Job Partner/Financial Adviser at Johnson Financial Group
Industry Financial Services
Experience
Johnson Financial Group September 2000 - Present
Healthfirst April 1996 - October 1999
Skills
Investments, Strategic Financial..., Finance, Management, Strategic Planning, Public Speaking, Team Building, Budgets, Leadership, Marketing, Customer Service, Event Planning, Nonprofits, Employee Benefits, Financial Planning, Life Insurance, Retirement Planning, Financial Advisory, Financial Services, Fixed Annuities, Estate Planning, High Net Worth..., Leadership Development
Education
University of Texas at Tyler 1993 — 1995
BS, Interdisciplinary Studies
University of North Texas 1991 — 1993
Multi/Interdisciplinary Studies
Johnson Financial Group September 2000 - Present
Healthfirst April 1996 - October 1999
Skills
Investments, Strategic Financial..., Finance, Management, Strategic Planning, Public Speaking, Team Building, Budgets, Leadership, Marketing, Customer Service, Event Planning, Nonprofits, Employee Benefits, Financial Planning, Life Insurance, Retirement Planning, Financial Advisory, Financial Services, Fixed Annuities, Estate Planning, High Net Worth..., Leadership Development
Education
University of Texas at Tyler 1993 — 1995
BS, Interdisciplinary Studies
University of North Texas 1991 — 1993
Multi/Interdisciplinary Studies
Maureen Burnie Maureen Burnie's Johnson Financial Group Experience October 2012 - Present
Job SVP, Human Resources at Johnson Financial Group
Industry Financial Services
Experience
Johnson Financial Group October 2012 - Present
American Transmission Company December 2005 - October 2012
Jones Lang LaSalle October 1999 - December 2005
Blessing/White, Inc. August 1994 - May 1999
NATIONAL WESTMINSTER (NATWEST) BANCORP April 1986 - August 1994
Skills
Talent Management, Succession Planning, Performance Management, Employee Engagement, Talent Acquisition, Organizational..., Employee Relations, Leadership Development, HRIS, Change Management, Strategy, Human Resources, Leadership, Deferred Compensation, Employee Benefits, Interviews, Coaching
Education
Northwestern University - Kellogg School of Management 2002 — 2004
MBA
Indiana University of Pennsylvania 1982 — 1985
Bachelor of Science, Business Administration Human Resources and Labor Economics
Johnson Financial Group October 2012 - Present
American Transmission Company December 2005 - October 2012
Jones Lang LaSalle October 1999 - December 2005
Blessing/White, Inc. August 1994 - May 1999
NATIONAL WESTMINSTER (NATWEST) BANCORP April 1986 - August 1994
Skills
Talent Management, Succession Planning, Performance Management, Employee Engagement, Talent Acquisition, Organizational..., Employee Relations, Leadership Development, HRIS, Change Management, Strategy, Human Resources, Leadership, Deferred Compensation, Employee Benefits, Interviews, Coaching
Education
Northwestern University - Kellogg School of Management 2002 — 2004
MBA
Indiana University of Pennsylvania 1982 — 1985
Bachelor of Science, Business Administration Human Resources and Labor Economics
Bob Schubring Bob Schubring's Johnson Financial Group Experience June 2013 - Present
Job VP, Business Continuity Planning Manager at Johnson Financial Group
Industry Information Technology and Services
Experience
Johnson Financial Group June 2013 - Present
WPS Health Insurance October 2010 - March 2013
WPS Health Insurance March 2008 - October 2010
BMO Financial Group (M&I Support Services) July 2000 - June 2007
Metavante April 1985 - July 2000
Skills
Enterprise Architecture, Security, Process Improvement, Project Management, Banking, Strategic Planning, Disaster Recovery, Software Development, Data Center, Vendor Management, Integration, Telecommunications, Enterprise Software, IT Management, Insurance, Team Building, Business Analysis, Strategy, Requirements Analysis, Financial Services, Program Management, Risk Management, Analysis, SDLC, IT Strategy, Information Technology, Business Intelligence, Business Process..., ITIL, Cisco Technologies, Call Centers, PMO, IT Operations, PMP, Software Documentation, Networking, Business Continuity, Management, Leadership
Education
Cardinal Stritch University
B.S., Strategic Management of Information Systems
Thomas More HS
Johnson Financial Group June 2013 - Present
WPS Health Insurance October 2010 - March 2013
WPS Health Insurance March 2008 - October 2010
BMO Financial Group (M&I Support Services) July 2000 - June 2007
Metavante April 1985 - July 2000
Skills
Enterprise Architecture, Security, Process Improvement, Project Management, Banking, Strategic Planning, Disaster Recovery, Software Development, Data Center, Vendor Management, Integration, Telecommunications, Enterprise Software, IT Management, Insurance, Team Building, Business Analysis, Strategy, Requirements Analysis, Financial Services, Program Management, Risk Management, Analysis, SDLC, IT Strategy, Information Technology, Business Intelligence, Business Process..., ITIL, Cisco Technologies, Call Centers, PMO, IT Operations, PMP, Software Documentation, Networking, Business Continuity, Management, Leadership
Education
Cardinal Stritch University
B.S., Strategic Management of Information Systems
Thomas More HS
Jessica Hale Feiner, CPA, CIA Jessica Hale Feiner, CPA, CIA's Johnson Financial Group Experience September 2012 - Present
Job Internal Auditor
Industry Accounting
Experience
Johnson Financial Group September 2012 - Present
Jenkins & Vojtisek, SC February 2012 - September 2012
Johnson Financial Group July 2010 - February 2012
Clifton Gunderson LLP January 2006 - July 2010
RSM McGladrey January 2000 - July 2000
Skills
CPA, Risk Assessment, External Audit, Risk Management, Financial Services, Financial Audits, Fixed Assets, Assurance, General Ledger, Financial Statements, US GAAP, GAAP, Financial Accounting, Internal Audit, Financial Analysis, Accounting, Financial Reporting, Auditing
Education
Carthage College 2002 — 2005
B.A., Business Administration and Accounting
Johnson Financial Group September 2012 - Present
Jenkins & Vojtisek, SC February 2012 - September 2012
Johnson Financial Group July 2010 - February 2012
Clifton Gunderson LLP January 2006 - July 2010
RSM McGladrey January 2000 - July 2000
Skills
CPA, Risk Assessment, External Audit, Risk Management, Financial Services, Financial Audits, Fixed Assets, Assurance, General Ledger, Financial Statements, US GAAP, GAAP, Financial Accounting, Internal Audit, Financial Analysis, Accounting, Financial Reporting, Auditing
Education
Carthage College 2002 — 2005
B.A., Business Administration and Accounting
Anjel Gobis Anjel Gobis's Johnson Financial Group Experience Administrative SupportRE/MAX PreferredJune 2005 - June 2007
Job Receptionist at Johnson Financial Group
Industry Banking
Experience
Johnson Financial Group Administrative SupportRE/MAX PreferredJune 2005 - June 2007
Education
Gateway Technical College
Johnson Financial Group Administrative SupportRE/MAX PreferredJune 2005 - June 2007
Education
Gateway Technical College
Christine Peters Christine Peters's Johnson Financial Group Experience October 2014 - Present
Job Innovative Techniques to Help Employees Succeed!
Industry Banking
Experience
Johnson Financial Group October 2014 - Present
BMO Financial Group January 2007 - Present
BMO Financial Group April 2012 - October 2014
M&I Bank September 2005 - January 2007
M&I Bank October 2004 - September 2005
Skills
Training, Banking, Technical Training, Team Building, Coaching, Call Centers, Project Management, Training Delivery, Instructional Design, E-Learning, Sales, Workshop Facilitation, Leadership, Program Management, Public Speaking, Performance Management, Employee Training, Operations Management, Human Resources, Change Management, Leadership Development, Vendor Relationship..., Non-profit Volunteering, Event Planning, Professional Mentoring, Team Leadership
Education
St. Norbert College 1996 — 2000
Bachelor in Art, English and Communication
Johnson Financial Group October 2014 - Present
BMO Financial Group January 2007 - Present
BMO Financial Group April 2012 - October 2014
M&I Bank September 2005 - January 2007
M&I Bank October 2004 - September 2005
Skills
Training, Banking, Technical Training, Team Building, Coaching, Call Centers, Project Management, Training Delivery, Instructional Design, E-Learning, Sales, Workshop Facilitation, Leadership, Program Management, Public Speaking, Performance Management, Employee Training, Operations Management, Human Resources, Change Management, Leadership Development, Vendor Relationship..., Non-profit Volunteering, Event Planning, Professional Mentoring, Team Leadership
Education
St. Norbert College 1996 — 2000
Bachelor in Art, English and Communication
Kaleigh Johnson Kaleigh Johnson's Johnson Financial Group Experience June 2015 - Present
Job Wealth Fiduciary Assistant at Johnson Financial Group
Industry Financial Services
Experience
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 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
Sarah Montemurro Sarah Montemurro's Johnson Financial Group Experience May 2002 - Present
Job AVP Managment Reporting Specialist at Johnson Financial Group
Industry Financial Services
Experience
Johnson Financial Group May 2002 - Present
Skills
Crystal Reports, Business Objects, Custom Reporting..., Business Analysis, Business Intelligence, Banking, Data Warehousing, Financial Analysis, Vendor Management, Data Analysis, Strategic Planning, Insurance, Customer Service, Risk Management, Team Leadership, Process Improvement, Training, Microsoft Office, Visio, Portfolio Management, Leadership, Financial Services, Credit, SharePoint, Project Management, Retail Banking, Software Documentation, Team Building, Microsoft Excel, Change Management, Loans, Management, Analysis
Education
Cardinal Stritch University 2004 — 2009
Bachelor of Science, Business Management
Johnson Financial Group May 2002 - Present
Skills
Crystal Reports, Business Objects, Custom Reporting..., Business Analysis, Business Intelligence, Banking, Data Warehousing, Financial Analysis, Vendor Management, Data Analysis, Strategic Planning, Insurance, Customer Service, Risk Management, Team Leadership, Process Improvement, Training, Microsoft Office, Visio, Portfolio Management, Leadership, Financial Services, Credit, SharePoint, Project Management, Retail Banking, Software Documentation, Team Building, Microsoft Excel, Change Management, Loans, Management, Analysis
Education
Cardinal Stritch University 2004 — 2009
Bachelor of Science, Business Management
Scott Austin Scott Austin's Johnson Financial Group Experience February 2012 - November 2013
Job Senior Vice President Commercial Growth at Aurora Health Care
Industry Insurance
Experience
Aurora Health Care November 2013 - Present
Johnson Financial Group February 2012 - November 2013
Associated Financial Group May 2010 - February 2012
Humana February 2000 - February 2010
Physicians Plus Insurance Corporation July 1996 - February 2000
Wausau Insurance Companies February 1993 - July 1996
Skills
Underwriting, Product Development, Business Development, Sales Management, Marketing, Customer Service, Employee Benefits, Insurance, Provider Network..., Labor Relations
Education
Lake Superior State University 1977 — 1980
BS, Business Administration
Aurora Health Care November 2013 - Present
Johnson Financial Group February 2012 - November 2013
Associated Financial Group May 2010 - February 2012
Humana February 2000 - February 2010
Physicians Plus Insurance Corporation July 1996 - February 2000
Wausau Insurance Companies February 1993 - July 1996
Skills
Underwriting, Product Development, Business Development, Sales Management, Marketing, Customer Service, Employee Benefits, Insurance, Provider Network..., Labor Relations
Education
Lake Superior State University 1977 — 1980
BS, Business Administration
Harv Linse Harv Linse's Johnson Financial Group Experience March 2007 - August 2010
Job Payment Processing & Educational Consultant
Industry Financial Services
Experience
BMC Business Advocates August 2010 - Present
TADS Technology Group August 2010 - Present
Johnson Financial Group March 2007 - August 2010
Macmillan/McGraw-Hill & Harcourt School Publishers 2003 - 2006
Skills
Public Speaking, Sales, Customer Service, Insurance, Team Building, Sales Management, Direct Sales, New Business Development, Management, Credit, Small Business, Financial Analysis, Account Management, Access, Marketing, Finance, Leadership, Coaching, Strategic Planning, Time Management, Selling
Education
Aurora University 1994 — 1996
Masters, Education
University of Wisconsin-Whitewater 1984 — 1989
BSE, Education
BMC Business Advocates August 2010 - Present
TADS Technology Group August 2010 - Present
Johnson Financial Group March 2007 - August 2010
Macmillan/McGraw-Hill & Harcourt School Publishers 2003 - 2006
Skills
Public Speaking, Sales, Customer Service, Insurance, Team Building, Sales Management, Direct Sales, New Business Development, Management, Credit, Small Business, Financial Analysis, Account Management, Access, Marketing, Finance, Leadership, Coaching, Strategic Planning, Time Management, Selling
Education
Aurora University 1994 — 1996
Masters, Education
University of Wisconsin-Whitewater 1984 — 1989
BSE, Education
Colette Wallner Colette Wallner's Johnson Financial Group Experience February 1999 - May 2002
Job Owner/President at SERVPRO of Southeast Milwaukee County
Industry Consumer Services
Experience
SERVPRO of Southeast Milwaukee County 2010 - Present
Optique Capital Management November 2007 - December 2009
Johnson Asset Management May 2002 - November 2007
Johnson Financial Group February 1999 - May 2002
Associated Banc-Corp June 1979 - February 1999
Associated Bank 1979 - 1999
Skills
Mutual Funds, Team Building, Leadership Development, Strategic Planning, Executive Management, New Business Development, Small Business, Coaching, Asset Allocation
Education
University of Wisconsin-Oshkosh 1987 — 1990
MBA, Finance
Marquette University 1975 — 1979
Marketing and Human Resources, Business
SERVPRO of Southeast Milwaukee County 2010 - Present
Optique Capital Management November 2007 - December 2009
Johnson Asset Management May 2002 - November 2007
Johnson Financial Group February 1999 - May 2002
Associated Banc-Corp June 1979 - February 1999
Associated Bank 1979 - 1999
Skills
Mutual Funds, Team Building, Leadership Development, Strategic Planning, Executive Management, New Business Development, Small Business, Coaching, Asset Allocation
Education
University of Wisconsin-Oshkosh 1987 — 1990
MBA, Finance
Marquette University 1975 — 1979
Marketing and Human Resources, Business
Tracy Maier Tracy Maier's Johnson Financial Group Experience December 2014 - Present
Job Mortgage Compliance Analyst at Johnson Financial Group
Industry Banking
Experience
Johnson Financial Group December 2014 - Present
CROSSMARK April 2014 - Present
JPMorgan Chase August 2011 - June 2013
JPMorgan Chase August 2009 - August 2011
Dovenmuehle Mortgage, Inc. August 2007 - August 2009
National City May 2005 - May 2007
Baxter International Inc. May 2007 - 2007
PNC Mortgage (Unofficial) March 1998 - December 2004
Deluxe Entertainment Services Group August 2001 - March 2002
PNC mortgage, LLC. 1999 - 2001
Skills
User Acceptance Testing, Human Resources, Banking, Quality Assurance, Business Requirements, Retail Banking, Business Analysis, Credit Cards, Risk Management, Requirements Gathering, Process Improvement, Requirements Analysis, Analysis, Software Documentation, Access, SDLC, Management, Loans, Mortgage Banking, Customer Service, Mortgage Lending, Credit, Loan Origination, Underwriting
Education
Kent State University 2005 — 2007
Bachelor's Degree, Speech Pathology/ Assistive Technology, 3.5
University of Wisconsin-Parkside 2001 — 2003
Bachelor of Arts (B.A.), Philosophy/ Business Concentration HR
Round lake high school 1993 — 1997
General, High School/Secondary Diplomas and Certificates
Round lake high school
Johnson Financial Group December 2014 - Present
CROSSMARK April 2014 - Present
JPMorgan Chase August 2011 - June 2013
JPMorgan Chase August 2009 - August 2011
Dovenmuehle Mortgage, Inc. August 2007 - August 2009
National City May 2005 - May 2007
Baxter International Inc. May 2007 - 2007
PNC Mortgage (Unofficial) March 1998 - December 2004
Deluxe Entertainment Services Group August 2001 - March 2002
PNC mortgage, LLC. 1999 - 2001
Skills
User Acceptance Testing, Human Resources, Banking, Quality Assurance, Business Requirements, Retail Banking, Business Analysis, Credit Cards, Risk Management, Requirements Gathering, Process Improvement, Requirements Analysis, Analysis, Software Documentation, Access, SDLC, Management, Loans, Mortgage Banking, Customer Service, Mortgage Lending, Credit, Loan Origination, Underwriting
Education
Kent State University 2005 — 2007
Bachelor's Degree, Speech Pathology/ Assistive Technology, 3.5
University of Wisconsin-Parkside 2001 — 2003
Bachelor of Arts (B.A.), Philosophy/ Business Concentration HR
Round lake high school 1993 — 1997
General, High School/Secondary Diplomas and Certificates
Round lake high school
Jennifer Haman ( Worman ) Jennifer Haman ( Worman )'s Johnson Financial Group Experience July 2013 - September 2013
Job Vocational Rehabilitation Department Counselor
Industry Individual & Family Services
Experience
Easter Seals Inc. September 2013 - June 2014
Johnson Financial Group July 2013 - September 2013
Racine Theatre Guild September 2010 - July 2013
Milwaukee School of Engineering August 2012 - May 2013
Autism Intervention Milwuakee January 2010 - January 2012
Pick N Save November 2007 - January 2011
Skills
Mental Health Counseling, Psychology, Crisis Intervention, Student Development, CBT, Mental Health, Higher Education, Career Counseling, College Counseling, Customer Service, Student Counseling, Therapists, Social Services, Applied Behavior..., Psychological Assessment, Community Outreach, Microsoft Office, PowerPoint, Psychotherapy, Risk Assessment, Microsoft Word, Grief Counseling, Interventions
Education
Marquette University 2011 — 2013
Master of Arts (M.A.), Community Counseling
University of Wisconsin-Milwaukee 2007 — 2011
Bachelor of Arts (BA), Psychology
Easter Seals Inc. September 2013 - June 2014
Johnson Financial Group July 2013 - September 2013
Racine Theatre Guild September 2010 - July 2013
Milwaukee School of Engineering August 2012 - May 2013
Autism Intervention Milwuakee January 2010 - January 2012
Pick N Save November 2007 - January 2011
Skills
Mental Health Counseling, Psychology, Crisis Intervention, Student Development, CBT, Mental Health, Higher Education, Career Counseling, College Counseling, Customer Service, Student Counseling, Therapists, Social Services, Applied Behavior..., Psychological Assessment, Community Outreach, Microsoft Office, PowerPoint, Psychotherapy, Risk Assessment, Microsoft Word, Grief Counseling, Interventions
Education
Marquette University 2011 — 2013
Master of Arts (M.A.), Community Counseling
University of Wisconsin-Milwaukee 2007 — 2011
Bachelor of Arts (BA), Psychology
Danielle Hart Danielle Hart's Johnson Financial Group Experience June 2006 - January 2010
Job HR Coordinator at Johnson Controls
Industry Human Resources
Experience
Johnson Controls March 2014 - Present
Johnson Controls June 2012 - March 2014
Johnson Controls May 2011 - June 2012
Johnson Controls April 2010 - May 2011
Johnson Financial Group June 2006 - January 2010
Skills
Taleo, Talent Acquisition, New Hire Orientations, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Recruiting, Human Resources, Onboarding, PeopleSoft, Payroll, HRIS, Interviews, Performance Management, Employee Benefits, Personnel Management, Training, Process Improvement, Deferred Compensation, Management, Employee Relations
Education
Cardinal Stritch University 2013 — 2015
Master of Science (M.S.), Management
University of Wisconsin-Milwaukee - Lubar School of Business 2007 — 2011
Business Administration, Human Resources Management
Johnson Controls March 2014 - Present
Johnson Controls June 2012 - March 2014
Johnson Controls May 2011 - June 2012
Johnson Controls April 2010 - May 2011
Johnson Financial Group June 2006 - January 2010
Skills
Taleo, Talent Acquisition, New Hire Orientations, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Recruiting, Human Resources, Onboarding, PeopleSoft, Payroll, HRIS, Interviews, Performance Management, Employee Benefits, Personnel Management, Training, Process Improvement, Deferred Compensation, Management, Employee Relations
Education
Cardinal Stritch University 2013 — 2015
Master of Science (M.S.), Management
University of Wisconsin-Milwaukee - Lubar School of Business 2007 — 2011
Business Administration, Human Resources Management
Lisa Cordeiro, PMP Lisa Cordeiro, PMP's Johnson Financial Group Experience October 2008 - August 2009
Job Project Manager at Ascension Information Services (AIS)
Industry Information Technology and Services
Experience
Ascension Information Services (AIS) May 2015 - Present
Ascension Information Services (AIS) June 2010 - May 2015
Columbia St. Mary's - Ascension Health Information Services February 2010 - November 2010
Johnson Financial Group October 2008 - August 2009
GENCO July 2007 - October 2008
Ascension Health Information Services November 1996 - July 2007
Assurant Health September 1989 - October 1996
Skills
Certified Project..., Business Analysis, Systems Analysis, Strategic Planning, Budgeting, Procurement, Contract Negotiation, System Design, Resource Management, Process Improvement, Change Management, Agile Project Management, Vendor Management, ROI development, RFP, Healthcare, Business Intelligence, Telecommunications, Cross-functional Team..., IT Project & Program..., IT Enabled Business..., Technical Project..., Transformational..., Benefit Cost Analysis, Integration, EHR, PACS, Cerner, Project Management, PMP, Business Process, Leadership, Budgets, Return on Investment, Healthcare Information..., Management, Information Technology, Visio, Software Documentation, Enterprise Software, Active Directory, IT Strategy, Project Portfolio..., Disaster Recovery, SharePoint, IT Management, Program Management, Troubleshooting, HIPAA, SDLC
Education
Marquette University 1994 — 2000
BS (Jr. status towards)
Ascension Information Services (AIS) May 2015 - Present
Ascension Information Services (AIS) June 2010 - May 2015
Columbia St. Mary's - Ascension Health Information Services February 2010 - November 2010
Johnson Financial Group October 2008 - August 2009
GENCO July 2007 - October 2008
Ascension Health Information Services November 1996 - July 2007
Assurant Health September 1989 - October 1996
Skills
Certified Project..., Business Analysis, Systems Analysis, Strategic Planning, Budgeting, Procurement, Contract Negotiation, System Design, Resource Management, Process Improvement, Change Management, Agile Project Management, Vendor Management, ROI development, RFP, Healthcare, Business Intelligence, Telecommunications, Cross-functional Team..., IT Project & Program..., IT Enabled Business..., Technical Project..., Transformational..., Benefit Cost Analysis, Integration, EHR, PACS, Cerner, Project Management, PMP, Business Process, Leadership, Budgets, Return on Investment, Healthcare Information..., Management, Information Technology, Visio, Software Documentation, Enterprise Software, Active Directory, IT Strategy, Project Portfolio..., Disaster Recovery, SharePoint, IT Management, Program Management, Troubleshooting, HIPAA, SDLC
Education
Marquette University 1994 — 2000
BS (Jr. status towards)
Elizabeth Gabbianelli Elizabeth Gabbianelli's Johnson Financial Group Experience July 2008 - Present
Job AVP Sr Compensation Analyst at Johnson Financial Group
Industry Financial Services
Experience
Johnson Financial Group July 2008 - Present
Brunswick Corporation May 2008 - July 2008
Brunswick Corporation December 2007 - May 2008
Brunswick Corporation March 2005 - December 2007
Strong Capital Management 2002 - 2005
Education
North Park University 2009 — 2011
Master's Degree, Nonprofit Administration
University of Notre Dame 1998 — 2002
Johnson Financial Group July 2008 - Present
Brunswick Corporation May 2008 - July 2008
Brunswick Corporation December 2007 - May 2008
Brunswick Corporation March 2005 - December 2007
Strong Capital Management 2002 - 2005
Education
North Park University 2009 — 2011
Master's Degree, Nonprofit Administration
University of Notre Dame 1998 — 2002
John Stull John Stull's Johnson Financial Group Experience 2004 - 2006
Job Portfolio Manager
Industry Financial Services
Experience
AUTUS Asset Management July 2009 - Present
Arizona Business Leaders 2009 - Present
Scottsdale Charros 2007 - Present
Boys & Girls Clubs 2001 - Present
Foothills Asset Management, Ltd. January 2006 - December 2008
Johnson Financial Group 2004 - 2006
L. Roy Papp & Associates 1997 - 2004
FINOVA Capital Corporation 1994 - 1997
Scottsdale 20/30 1988 - 1990
Skills
Non-profits, Wealth, Investment Management, Wealth Management, Portfolio Management, Investments, Estate Planning, Retirement Planning, Strategic Financial..., Mutual Funds, Due Diligence, Risk Management, Financial Analysis, Strategic Planning, Asset Managment, Asset Allocation, Public Speaking, Investment Advisory, 401k, Insurance, Asset Management, Private Equity
Education
Arizona State University 1994 — 1995
Masters of Taxation
Arizona State University 1991 — 1992
MBA
University of Nebraska-Lincoln 1982 — 1986
Bachelor of Science, Finance and Investments
AUTUS Asset Management July 2009 - Present
Arizona Business Leaders 2009 - Present
Scottsdale Charros 2007 - Present
Boys & Girls Clubs 2001 - Present
Foothills Asset Management, Ltd. January 2006 - December 2008
Johnson Financial Group 2004 - 2006
L. Roy Papp & Associates 1997 - 2004
FINOVA Capital Corporation 1994 - 1997
Scottsdale 20/30 1988 - 1990
Skills
Non-profits, Wealth, Investment Management, Wealth Management, Portfolio Management, Investments, Estate Planning, Retirement Planning, Strategic Financial..., Mutual Funds, Due Diligence, Risk Management, Financial Analysis, Strategic Planning, Asset Managment, Asset Allocation, Public Speaking, Investment Advisory, 401k, Insurance, Asset Management, Private Equity
Education
Arizona State University 1994 — 1995
Masters of Taxation
Arizona State University 1991 — 1992
MBA
University of Nebraska-Lincoln 1982 — 1986
Bachelor of Science, Finance and Investments
Kelly O'Neil Shearer Kelly O'Neil Shearer's Johnson Financial Group Experience November 1999 - June 2010
Job Events Services Professional
Industry Events Services
Experience
American Cancer Society 2011 - 2011
Johnson Financial Group November 1999 - June 2010
Johnson Financial Group, LLC November 1999 - June 2010
Skills
PowerPoint, Public Relations, Executive Support, Team Building, Event Management, Fundraising, Editing, Outlook, Project Management, Calendaring, Interpersonal..., Microsoft Word, Microsoft Office, Customer Service, Administrative..., Sales, Newsletters, Microsoft Excel, Volunteering, Event Planning, Workshop Facilitation, Public Speaking, Non-profits, Teamwork, Leadership Development, Community Outreach, Strategic Planning, Social Networking, Publicity, Nonprofits, Budgets, Coaching, Team Leadership, Volunteer Management, Management, Marketing Communications, Marketing, Leadership, Administration
Education
Concordia University-Wisconsin
Business Communications
Washington Park High School
American Cancer Society 2011 - 2011
Johnson Financial Group November 1999 - June 2010
Johnson Financial Group, LLC November 1999 - June 2010
Skills
PowerPoint, Public Relations, Executive Support, Team Building, Event Management, Fundraising, Editing, Outlook, Project Management, Calendaring, Interpersonal..., Microsoft Word, Microsoft Office, Customer Service, Administrative..., Sales, Newsletters, Microsoft Excel, Volunteering, Event Planning, Workshop Facilitation, Public Speaking, Non-profits, Teamwork, Leadership Development, Community Outreach, Strategic Planning, Social Networking, Publicity, Nonprofits, Budgets, Coaching, Team Leadership, Volunteer Management, Management, Marketing Communications, Marketing, Leadership, Administration
Education
Concordia University-Wisconsin
Business Communications
Washington Park High School
Gretchen Choynacki Gretchen Choynacki's Johnson Financial Group Experience January 2009 - Present
Job Assistant Vice President/Sr.Human Resources Representative at Johnson Financial Group
Industry Human Resources
Experience
Johnson Financial Group January 2009 - Present
Skills
Applicant Tracking..., Talent Acquisition, Human Resources, Onboarding, Employee Benefits, Succession Planning, Employee Relations, Employee Engagement, Talent Management, HRIS, Recruiting, Benefits Administration, Performance Management, New Hire Orientations, Deferred Compensation, Technical Recruiting, Personnel Management, Interviews, Leadership, HR Policies, Organizational..., Workers Compensation, Management
Education
University of Iowa 1982 — 1985
B.A.
University of Illinois
Johnson Financial Group January 2009 - Present
Skills
Applicant Tracking..., Talent Acquisition, Human Resources, Onboarding, Employee Benefits, Succession Planning, Employee Relations, Employee Engagement, Talent Management, HRIS, Recruiting, Benefits Administration, Performance Management, New Hire Orientations, Deferred Compensation, Technical Recruiting, Personnel Management, Interviews, Leadership, HR Policies, Organizational..., Workers Compensation, Management
Education
University of Iowa 1982 — 1985
B.A.
University of Illinois
Keith Rowden's Johnson Financial Group Experience June 2014 - Present
Job Marketing Manager
Industry Marketing and Advertising
Experience
Johnson Financial Group June 2014 - Present
BMO Global Asset Management September 2007 - November 2013
Metavante October 2004 - September 2007
NuEdge Systems July 2001 - October 2004
Login & Learn 2000 - 2001
Skills
Direct Marketing, Financial Services, Marketing Strategy, Integrated Marketing, Marketing Communications, Marketing, CRM, Leadership, Strategy, Advertising, B2B, Segmentation, Multi-channel Marketing, Lead Generation, Email Marketing
Education
Trinity College, Dublin
Bachelor of Science (BS)
Johnson Financial Group June 2014 - Present
BMO Global Asset Management September 2007 - November 2013
Metavante October 2004 - September 2007
NuEdge Systems July 2001 - October 2004
Login & Learn 2000 - 2001
Skills
Direct Marketing, Financial Services, Marketing Strategy, Integrated Marketing, Marketing Communications, Marketing, CRM, Leadership, Strategy, Advertising, B2B, Segmentation, Multi-channel Marketing, Lead Generation, Email Marketing
Education
Trinity College, Dublin
Bachelor of Science (BS)
Gary Arndt Gary Arndt's Johnson Financial Group Experience July 2015 - Present
Job Accounts Payable & Accounting Specialist III at Johnson Financial Group
Industry Semiconductors
Experience
Johnson Financial Group July 2015 - Present
Cree October 2009 - July 2015
Skills
Cross-functional Team..., Microsoft Office, Customer Service
Education
Carthage College
Bachelor’s Degree, Accounting
University of Missouri-Columbia 2003 — 2008
Bachelor’s Degree, Interdisciplinary Studies
Johnson Financial Group July 2015 - Present
Cree October 2009 - July 2015
Skills
Cross-functional Team..., Microsoft Office, Customer Service
Education
Carthage College
Bachelor’s Degree, Accounting
University of Missouri-Columbia 2003 — 2008
Bachelor’s Degree, Interdisciplinary Studies
Mike Gallegos, CFP® Mike Gallegos, CFP®'s Johnson Financial Group Experience January 2007 - February 2009
Job Mortgage Loan Officer
Industry Financial Services
Experience
HeritageBank Mortgage April 2014 - Present
USAA October 2011 - April 2014
USAA February 2009 - September 2011
Johnson Financial Group January 2007 - February 2009
J.L. Darling Corporation February 2005 - April 2006
Skills
Residential Mortgages, Mortgage Banking, Mortgage Lending, VA loans, FHA financing, Loan Origination, Financial Services, Wealth Management, Investment Advisory, Life Insurance, High Net Worth..., Portfolio Management, Mutual Funds, Series 7, Retirement, Asset Allocation, Investments, Retirement Planning, Series 24, FINRA, Asset Management, Investment Management
Education
Gonzaga University 2014 — 2016
Master's degree, Organizational Leadership
University of Puget Sound 2001 — 2005
BA, International Affairs, Spanish, Economics
HeritageBank Mortgage April 2014 - Present
USAA October 2011 - April 2014
USAA February 2009 - September 2011
Johnson Financial Group January 2007 - February 2009
J.L. Darling Corporation February 2005 - April 2006
Skills
Residential Mortgages, Mortgage Banking, Mortgage Lending, VA loans, FHA financing, Loan Origination, Financial Services, Wealth Management, Investment Advisory, Life Insurance, High Net Worth..., Portfolio Management, Mutual Funds, Series 7, Retirement, Asset Allocation, Investments, Retirement Planning, Series 24, FINRA, Asset Management, Investment Management
Education
Gonzaga University 2014 — 2016
Master's degree, Organizational Leadership
University of Puget Sound 2001 — 2005
BA, International Affairs, Spanish, Economics
Katie Podmokly Katie Podmokly's Johnson Financial Group Experience May 2006 - August 2006
Job Manager, Strategic Change Office at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. March 2015 - Present
Goodwill Industries of Southeastern Wisconsin, Inc. October 2014 - February 2015
Goodwill Industries of Southeast Wisconsin, Inc. May 2011 - February 2015
Goodwill Industries of Southeastern Wisconsin August 2010 - May 2011
Baker Tilly Virchow Krause, LLP September 2009 - August 2010
Baker Tilly Virchow Krause, LLP June 2007 - September 2009
Marquette University August 2004 - May 2007
Johnson Financial Group May 2006 - August 2006
U.S. House of Representatives January 2005 - May 2005
Skills
Project Management, Process Improvement, Management Consulting, Operations Management, Quality Assurance, Client Relationship...
Education
Marquette University 2013 — 2014
Future Milwaukee, College of Professional Studies, Community Leadership & Professional Development
Marquette University 2003 — 2007
Business Administration, Marketing
National University of Ireland, Galway 2006 — 2006
International Business
Marquette University Les Aspin Center for Government 2005 — 2005
US Politics
Robert W. Baird & Co. March 2015 - Present
Goodwill Industries of Southeastern Wisconsin, Inc. October 2014 - February 2015
Goodwill Industries of Southeast Wisconsin, Inc. May 2011 - February 2015
Goodwill Industries of Southeastern Wisconsin August 2010 - May 2011
Baker Tilly Virchow Krause, LLP September 2009 - August 2010
Baker Tilly Virchow Krause, LLP June 2007 - September 2009
Marquette University August 2004 - May 2007
Johnson Financial Group May 2006 - August 2006
U.S. House of Representatives January 2005 - May 2005
Skills
Project Management, Process Improvement, Management Consulting, Operations Management, Quality Assurance, Client Relationship...
Education
Marquette University 2013 — 2014
Future Milwaukee, College of Professional Studies, Community Leadership & Professional Development
Marquette University 2003 — 2007
Business Administration, Marketing
National University of Ireland, Galway 2006 — 2006
International Business
Marquette University Les Aspin Center for Government 2005 — 2005
US Politics
Christian Lie Christian Lie's Johnson Financial Group Experience November 2000 - June 2011
Job CEO at Diversified Insurance Solutions
Industry Insurance
Experience
Diversified Insurance Solutions July 2011 - Present
Johnson Financial Group November 2000 - June 2011
Christensen and Lee, Inc April 1975 - October 2000
Skills
Research, Microsoft Excel, Microsoft Word, Management, Microsoft Office, Employee Benefits, Insurance, Leadership, Photoshop, PowerPoint, Property, Risk Management, Sales, Strategic Planning, Training, Workers Compensation
Education
Graduate School of Banking at the University of Wisconsin - Madison 2006 — 2007
Executive Banking Program
The University of Chicago Booth School of Business 2005 — 2007
Executive Program
Insurance institute of America 1983 — 1985
Associate in Risk Management
Insuarance Institute 1975 — 1980
Chartered Property Casualty Undetwriter
UW-Parkside 1971 — 1975
Bachelor’s Degree, Envoirnmental Sciences
Diversified Insurance Solutions July 2011 - Present
Johnson Financial Group November 2000 - June 2011
Christensen and Lee, Inc April 1975 - October 2000
Skills
Research, Microsoft Excel, Microsoft Word, Management, Microsoft Office, Employee Benefits, Insurance, Leadership, Photoshop, PowerPoint, Property, Risk Management, Sales, Strategic Planning, Training, Workers Compensation
Education
Graduate School of Banking at the University of Wisconsin - Madison 2006 — 2007
Executive Banking Program
The University of Chicago Booth School of Business 2005 — 2007
Executive Program
Insurance institute of America 1983 — 1985
Associate in Risk Management
Insuarance Institute 1975 — 1980
Chartered Property Casualty Undetwriter
UW-Parkside 1971 — 1975
Bachelor’s Degree, Envoirnmental Sciences
Angela Doyel's Johnson Financial Group Experience May 2014 - Present
Job Experienced Executive Assistant
Industry Executive Office
Experience
Johnson Financial Group May 2014 - Present
Johnson Financial Group January 2013 - May 2014
Herzing University July 2012 - January 2013
Herzing University Online April 2010 - July 2012
National PTA July 2008 - April 2010
National PTA December 2006 - July 2008
National PTA February 2005 - December 2006
Various Theatres August 1996 - June 2004
Skills
Travel Coordination, Schedule & Calendar..., Effective Gatekeeping, Meeting Planning &..., Project Management, High Organizational..., Office Resource..., Typing, Calendaring, Gatekeeping, Meeting Planning, Offices, Management, Schedule, Office Management, Event Management, Teamwork, Community Outreach, Human Resources, Nonprofits, Outlook, Administrative..., Fundraising, Process Scheduler, Customer Service, Budgets, Access, Project Planning, Higher Education, Leadership, Staff Development, Training, Research, Event Planning, PowerPoint, Data Entry, Time Management, Process Improvement, Microsoft Office, Social Networking, Administrative...
Education
DePaul University 2000 — 2004
Bachelor of Fine Arts (BFA), Production Management
Greendale High School 1996 — 2000
High School Diploma, High School/Secondary Diplomas and Certificates
Johnson Financial Group May 2014 - Present
Johnson Financial Group January 2013 - May 2014
Herzing University July 2012 - January 2013
Herzing University Online April 2010 - July 2012
National PTA July 2008 - April 2010
National PTA December 2006 - July 2008
National PTA February 2005 - December 2006
Various Theatres August 1996 - June 2004
Skills
Travel Coordination, Schedule & Calendar..., Effective Gatekeeping, Meeting Planning &..., Project Management, High Organizational..., Office Resource..., Typing, Calendaring, Gatekeeping, Meeting Planning, Offices, Management, Schedule, Office Management, Event Management, Teamwork, Community Outreach, Human Resources, Nonprofits, Outlook, Administrative..., Fundraising, Process Scheduler, Customer Service, Budgets, Access, Project Planning, Higher Education, Leadership, Staff Development, Training, Research, Event Planning, PowerPoint, Data Entry, Time Management, Process Improvement, Microsoft Office, Social Networking, Administrative...
Education
DePaul University 2000 — 2004
Bachelor of Fine Arts (BFA), Production Management
Greendale High School 1996 — 2000
High School Diploma, High School/Secondary Diplomas and Certificates
Joseph Torcaso Joseph Torcaso's Johnson Financial Group Experience January 2015 - Present
Job Officer Risk Managment at Johnson Financial Group
Industry Financial Services
Experience
Johnson Financial Group January 2015 - Present
CBOE July 2013 - Present
Italian American Society December 2011 - Present
CBOE May 2014 - December 2014
Chicago Board Options Exchange June 2011 - July 2013
Skills
Financial Analysis, Market Analysis, Investigative Research, Stock Trading, Options Strategies, ETFs, Excel, Quantitative Analysis, Problem Solving, Personal Finance, Market Regulation, Securities Regulation, Equities, Federal Securities Laws, Regulation SHO, Securities, Secondary Offerings, Compliance, Trading, Mutual Funds, Quantitative Analytics, Microsoft Excel, Investment Advisory, Commodity
Education
Carthage College 2007 — 2011
B.A., Economics and Finance
Johnson Financial Group January 2015 - Present
CBOE July 2013 - Present
Italian American Society December 2011 - Present
CBOE May 2014 - December 2014
Chicago Board Options Exchange June 2011 - July 2013
Skills
Financial Analysis, Market Analysis, Investigative Research, Stock Trading, Options Strategies, ETFs, Excel, Quantitative Analysis, Problem Solving, Personal Finance, Market Regulation, Securities Regulation, Equities, Federal Securities Laws, Regulation SHO, Securities, Secondary Offerings, Compliance, Trading, Mutual Funds, Quantitative Analytics, Microsoft Excel, Investment Advisory, Commodity
Education
Carthage College 2007 — 2011
B.A., Economics and Finance
Andy Moyer Andy Moyer's Johnson Financial Group Experience January 2015 - Present
Job Analyst at Johnson Financial Group
Industry Financial Services
Experience
Johnson Financial Group January 2015 - Present
Sagemark Consulting June 1998 - December 2014
Skills
Financial Accounting, Management Accounting, Financial Analysis, Auditing, Tax Accounting
Education
University of Colorado at Denver 2009 — 2011
Master of Science (M.S.), Accounting
Metropolitan State College of Denver 2000 — 2002
Bachelor of Science (B.S.), Computer Information Systems
University of Vermont 1990 — 1994
Bachelor of Science (B.S.), Business Administration
Johnson Financial Group January 2015 - Present
Sagemark Consulting June 1998 - December 2014
Skills
Financial Accounting, Management Accounting, Financial Analysis, Auditing, Tax Accounting
Education
University of Colorado at Denver 2009 — 2011
Master of Science (M.S.), Accounting
Metropolitan State College of Denver 2000 — 2002
Bachelor of Science (B.S.), Computer Information Systems
University of Vermont 1990 — 1994
Bachelor of Science (B.S.), Business Administration
Clare Schumacher Clare Schumacher's Johnson Financial Group Experience April 2015 - Present
Job TSA at Johnson Insurance
Industry Insurance
Experience
Johnson Financial Group April 2015 - Present
Woodward Communications November 2012 - March 2015
Aerotek April 2012 - November 2012
Edgewood College 2008 - 2012
Green Bay Converting 2010 - 2011
Skills
Recruiting, Technical Recruiting, Biology, Talent Acquisition, Sales, Account Management, Advertising, Marketing Communications, Social Media, Customer Service, Applicant Tracking..., Cold Calling, College Recruiting, Temporary Staffing, Temporary Placement, Business Development, Staffing Services, Screening, Salesforce.com, Sourcing, Microsoft Office, Networking, Marketing, Executive Search, Social Networking, Leadership, Human Resources, Time Management
Education
Edgewood College 2008 — 2011
Bachelor's degree, Biology & Business
Notre Dame Academy 2004 — 2008
Johnson Financial Group April 2015 - Present
Woodward Communications November 2012 - March 2015
Aerotek April 2012 - November 2012
Edgewood College 2008 - 2012
Green Bay Converting 2010 - 2011
Skills
Recruiting, Technical Recruiting, Biology, Talent Acquisition, Sales, Account Management, Advertising, Marketing Communications, Social Media, Customer Service, Applicant Tracking..., Cold Calling, College Recruiting, Temporary Staffing, Temporary Placement, Business Development, Staffing Services, Screening, Salesforce.com, Sourcing, Microsoft Office, Networking, Marketing, Executive Search, Social Networking, Leadership, Human Resources, Time Management
Education
Edgewood College 2008 — 2011
Bachelor's degree, Biology & Business
Notre Dame Academy 2004 — 2008
Barry Fries Barry Fries's Johnson Financial Group Experience December 2014 - Present
Job Senior Credit Analyst at Johnson Financial Group
Industry Financial Services
Experience
Johnson Financial Group December 2014 - Present
Johnson Financial Group April 2012 - November 2014
Johnson Financial Group April 2010 - April 2012
Milwaukee Brewers Baseball Club April 2007 - October 2011
IKON Office Solutions October 2007 - July 2009
Skills
Credit Analysis, Commercial Banking, Outside Sales, Financial Statement..., Banking, Credit, Loans, Customer Service, Retail Banking, Microsoft Office, Consumer Lending, Financial Analysis, Financial Services, Leadership
Education
Cardinal Stritch University 2012 — 2014
Master of Business Administration (MBA)
University of Wisconsin-Milwaukee 2003 — 2007
Bachelor of Business Administration (BBA), Marketing
Johnson Financial Group December 2014 - Present
Johnson Financial Group April 2012 - November 2014
Johnson Financial Group April 2010 - April 2012
Milwaukee Brewers Baseball Club April 2007 - October 2011
IKON Office Solutions October 2007 - July 2009
Skills
Credit Analysis, Commercial Banking, Outside Sales, Financial Statement..., Banking, Credit, Loans, Customer Service, Retail Banking, Microsoft Office, Consumer Lending, Financial Analysis, Financial Services, Leadership
Education
Cardinal Stritch University 2012 — 2014
Master of Business Administration (MBA)
University of Wisconsin-Milwaukee 2003 — 2007
Bachelor of Business Administration (BBA), Marketing
Ben Pavlik Ben Pavlik's Johnson Financial Group Experience January 2014 - Present
Job Vice President Wealth Legal, Compliance and Risk Manager at Johnson Financial Group
Industry Financial Services
Experience
Johnson Financial Group January 2014 - Present
UMB Fund Services, Inc October 2007 - January 2014
UMB Financial Corporation January 2006 - October 2007
Skills
Compliance, Due Diligence, SOX, SEC reporting, Mutual Funds, Hedge Funds, Securities Regulation, Corporate Governance, Securities, AML, Risk Management, Securities Law, Contract Negotiation, Corporate Law, Vendor Management, Risk
Education
University of Kansas - Graduate School of Business 2002 — 2005
MBA
University of Kansas School of Law 2002 — 2005
J.D.
Miami University 1998 — 2002
B.S.
Johnson Financial Group January 2014 - Present
UMB Fund Services, Inc October 2007 - January 2014
UMB Financial Corporation January 2006 - October 2007
Skills
Compliance, Due Diligence, SOX, SEC reporting, Mutual Funds, Hedge Funds, Securities Regulation, Corporate Governance, Securities, AML, Risk Management, Securities Law, Contract Negotiation, Corporate Law, Vendor Management, Risk
Education
University of Kansas - Graduate School of Business 2002 — 2005
MBA
University of Kansas School of Law 2002 — 2005
J.D.
Miami University 1998 — 2002
B.S.
Dustin Van Peursem Dustin Van Peursem's Johnson Financial Group Experience April 2009 - Present
Job Vice President Commercial Banking
Industry Banking
Experience
Johnson Financial Group April 2009 - Present
Monroe Capital March 2007 - April 2009
JPMorgan Chase September 2003 - March 2007
Merrill Lynch February 1997 - September 2003
Firstar Bank October 1995 - March 1997
Skills
Commercial Lending, Capital Markets, Underwriting, Commercial Banking, Loans, Credit, Finance, Portfolio Management, Mergers & Acquisitions, Financial Structuring, Financial Risk, Asset Management, Equities, Leveraged Finance, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
MBA, Finance
University of Wisconsin-Madison 1990 — 1994
BS, Economics
Johnson Financial Group April 2009 - Present
Monroe Capital March 2007 - April 2009
JPMorgan Chase September 2003 - March 2007
Merrill Lynch February 1997 - September 2003
Firstar Bank October 1995 - March 1997
Skills
Commercial Lending, Capital Markets, Underwriting, Commercial Banking, Loans, Credit, Finance, Portfolio Management, Mergers & Acquisitions, Financial Structuring, Financial Risk, Asset Management, Equities, Leveraged Finance, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
MBA, Finance
University of Wisconsin-Madison 1990 — 1994
BS, Economics
Kate Gruettner Kate Gruettner's Johnson Financial Group Experience October 2013 - Present
Job AVP, Commercial Segment Marketing Manager at Johnson Financial Group
Industry Banking
Experience
Johnson Financial Group October 2013 - Present
Associated Bank December 2011 - October 2013
Essential Industries, Inc September 2008 - September 2011
Essential Industries, Inc September 2006 - September 2008
Education
University of Miami 2002 — 2006
Bachelor of Science, Public Relations, Marketing, Political Science
Johnson Financial Group October 2013 - Present
Associated Bank December 2011 - October 2013
Essential Industries, Inc September 2008 - September 2011
Essential Industries, Inc September 2006 - September 2008
Education
University of Miami 2002 — 2006
Bachelor of Science, Public Relations, Marketing, Political Science
Dorale Portis Dorale Portis's Johnson Financial Group Experience July 2013 - November 2013
Job Systems Engineer at Information Technology Partners, Inc
Industry Computer & Network Security
Experience
Information Technology Partners, Inc January 2014 - Present
Johnson Financial Group July 2013 - November 2013
Silver Lake Salem School District July 2010 - July 2013
Skills
Windows Server, Network Security, Computer Repair, Active Directory, Switches, Computer Security, Microsoft Office, Cisco Wireless, Computer Support, Computer Troubeshooting, System Administration, Networking, Windows 7, Network Administration, Troubleshooting, Security, Information Technology
Education
University of Wisconsin-Parkside 2012 — 2016
Bachelor of Science (BS), Management Information Systems, General, Sophmore
Gateway Technical College 2010 — 2011
IT-Network Security, Advanced Technical Certificate
Gateway Technical College 2008 — 2011
IT-Network Specialist, Associate of Applied Science
Gateway Technical College 2008 — 2010
IT-Computer Support Specialist, Associate of Applied Science
Information Technology Partners, Inc January 2014 - Present
Johnson Financial Group July 2013 - November 2013
Silver Lake Salem School District July 2010 - July 2013
Skills
Windows Server, Network Security, Computer Repair, Active Directory, Switches, Computer Security, Microsoft Office, Cisco Wireless, Computer Support, Computer Troubeshooting, System Administration, Networking, Windows 7, Network Administration, Troubleshooting, Security, Information Technology
Education
University of Wisconsin-Parkside 2012 — 2016
Bachelor of Science (BS), Management Information Systems, General, Sophmore
Gateway Technical College 2010 — 2011
IT-Network Security, Advanced Technical Certificate
Gateway Technical College 2008 — 2011
IT-Network Specialist, Associate of Applied Science
Gateway Technical College 2008 — 2010
IT-Computer Support Specialist, Associate of Applied Science
Benjamin Petersen's Johnson Financial Group Experience January 2014 - September 2014
Job Associate Recruiter at ManpowerGroup
Industry Staffing and Recruiting
Experience
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
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
Mark Behrens Mark Behrens's Johnson Financial Group Experience April 2010 - November 2011
Job Executive Vice President & CFO at Johnson Bank
Industry Financial Services
Experience
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 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
Christiane Standlee, J.D. Christiane Standlee, J.D.'s Johnson Financial Group Experience May 2005 - August 2009
Job Senior HR Director Attorney | Continuous Improvement | Employee Engagement | Leadership | Open to New Opportunities
Industry Human Resources
Experience
School District of Menomonee Falls August 2011 - July 2015
The Horton Group, Inc. September 2009 - May 2011
Johnson Financial Group May 2005 - August 2009
M3 Insurance 2004 - 2005
Benefit Services Group 2000 - 2004
Fortis 1999 - 2000
Carlisle Companies Inc 1996 - 1999
BJC HealthCare 1995 - 1996
Skills
Employee Benefits, Human Resources, Insurance, Process Improvement, Health Insurance, Workers Compensation, Employee Relations, Employee Training, Training, Strategic Planning, Benefits Administration, Performance Management, Compensation, Customer Service, Management, Employee Engagement, Team Building, Manufacturing, Leadership, Strategy, HR Dashboard Metrics, Organizational..., Best Practices, Staffing Analysis, Personnel Management, Networking, Talent Acquisition, Onboarding, Multi-Site Experience, Mergers & Acquisitions, Temporary Placement, Disability Insurance, Policy, Healthcare, FMLA, Health Savings Accounts, Applicant Tracking..., Program Management, Leadership Development, Account Management, Consulting, Policy Development &..., Budget & Project..., Sales, Legal Compliance, Compensation & Benefits, Performance Benchmarking
Education
Marquette University 2001 — 2007
Marquette University Law Degree, Focus on Employee and Labor Law (Human Resources Areas)
Indiana University-Purdue University at Indianapolis 1989 — 1993
Two (2) Bachelor of Science Degrees, Business Management (Operations), Human Resources Management
School District of Menomonee Falls August 2011 - July 2015
The Horton Group, Inc. September 2009 - May 2011
Johnson Financial Group May 2005 - August 2009
M3 Insurance 2004 - 2005
Benefit Services Group 2000 - 2004
Fortis 1999 - 2000
Carlisle Companies Inc 1996 - 1999
BJC HealthCare 1995 - 1996
Skills
Employee Benefits, Human Resources, Insurance, Process Improvement, Health Insurance, Workers Compensation, Employee Relations, Employee Training, Training, Strategic Planning, Benefits Administration, Performance Management, Compensation, Customer Service, Management, Employee Engagement, Team Building, Manufacturing, Leadership, Strategy, HR Dashboard Metrics, Organizational..., Best Practices, Staffing Analysis, Personnel Management, Networking, Talent Acquisition, Onboarding, Multi-Site Experience, Mergers & Acquisitions, Temporary Placement, Disability Insurance, Policy, Healthcare, FMLA, Health Savings Accounts, Applicant Tracking..., Program Management, Leadership Development, Account Management, Consulting, Policy Development &..., Budget & Project..., Sales, Legal Compliance, Compensation & Benefits, Performance Benchmarking
Education
Marquette University 2001 — 2007
Marquette University Law Degree, Focus on Employee and Labor Law (Human Resources Areas)
Indiana University-Purdue University at Indianapolis 1989 — 1993
Two (2) Bachelor of Science Degrees, Business Management (Operations), Human Resources Management
Rick Chiapete's Johnson Financial Group Experience November 2004 - May 2011
Job Lead Compensation Consultant at Northwestern Mutual
Industry Human Resources
Experience
Northwestern Mutual Manager - CompensationBaker Tilly Virchow Krause, LLPMay 2012 - November 2014
Milwaukee Area Compensation Association (MACA) July 2008 - June 2012
Rockwell Automation May 2011 - May 2012
Johnson Financial Group November 2004 - May 2011
The Mark Travel Corporation 2001 - 2004
Brady Corporation August 1998 - September 2001
Skills
Employee Benefits, Deferred Compensation, HRIS, Market Pricing, Bonus, Executive Pay
Education
Marquette University
MBA, Finance
University of Wisconsin-Whitewater
Northwestern Mutual Manager - CompensationBaker Tilly Virchow Krause, LLPMay 2012 - November 2014
Milwaukee Area Compensation Association (MACA) July 2008 - June 2012
Rockwell Automation May 2011 - May 2012
Johnson Financial Group November 2004 - May 2011
The Mark Travel Corporation 2001 - 2004
Brady Corporation August 1998 - September 2001
Skills
Employee Benefits, Deferred Compensation, HRIS, Market Pricing, Bonus, Executive Pay
Education
Marquette University
MBA, Finance
University of Wisconsin-Whitewater
Lana Hertel's Johnson Financial Group Experience March 2008 - May 2009
Job Executive Assistant to the Secretary of the Board
Industry Hospital & Health Care
Experience
Aurora Health Care March 2011 - Present
Aurora Health Care June 2009 - March 2011
Johnson Financial Group March 2008 - May 2009
Johnson Insurance Services May 2005 - 2008
Anthem Blue Cross Blue Shield (WellPoint, Inc.) 2002 - 2005
Blue Cross & Blue Shield United of Wisconsin 1996 - 2002
Blue Cross & Blue Shield United of Wisconsin 1987 - 1996
Skills
Outlook, Administration, Word, PowerPoint, Access, Excel, Administrative Support, Microsoft Office, Event Planning, Budgeting, Mentoring, Scheduling, Writing, Editing, Visio, Troubleshooting, Banking, Compliance, Problem Solving, Data Entry, Microsoft Excel, Leadership, Microsoft Word, Administrative..., Data Analysis, Spreadsheets, Customer Service, Process Scheduler, Healthcare, Policy, Sales, Administrative..., Training
Education
Milwaukee Area Technical College 2000 — 2002
Supervisory Management
Cudahy High School 1979 — 1981
Aurora Health Care March 2011 - Present
Aurora Health Care June 2009 - March 2011
Johnson Financial Group March 2008 - May 2009
Johnson Insurance Services May 2005 - 2008
Anthem Blue Cross Blue Shield (WellPoint, Inc.) 2002 - 2005
Blue Cross & Blue Shield United of Wisconsin 1996 - 2002
Blue Cross & Blue Shield United of Wisconsin 1987 - 1996
Skills
Outlook, Administration, Word, PowerPoint, Access, Excel, Administrative Support, Microsoft Office, Event Planning, Budgeting, Mentoring, Scheduling, Writing, Editing, Visio, Troubleshooting, Banking, Compliance, Problem Solving, Data Entry, Microsoft Excel, Leadership, Microsoft Word, Administrative..., Data Analysis, Spreadsheets, Customer Service, Process Scheduler, Healthcare, Policy, Sales, Administrative..., Training
Education
Milwaukee Area Technical College 2000 — 2002
Supervisory Management
Cudahy High School 1979 — 1981
Richard Stark's Johnson Financial Group Experience March 2014 - Present
Job VP Corporate Sales Program Manager at Johnson Financial Group
Industry Banking
Experience
Johnson Financial Group March 2014 - Present
BMO Harris Bank January 2007 - November 2013
BMO Harris Bank April 2005 - December 2006
TCF Bank 1998 - 2005
Skills
Loans, Wealth Management, Commercial Lending, Credit, Commercial Banking, Small Business Lending, Relationship Management, Retail Banking, Sales, Investments, Coaching, Sales Management, Credit Analysis, Insurance, Consumer Lending, Sales Management..., Loan Origination, Banking, Underwriting, Project Management, Leadership
Education
University of Notre Dame
Bachelor of Business Administration (B.B.A.), Finance
Johnson Financial Group March 2014 - Present
BMO Harris Bank January 2007 - November 2013
BMO Harris Bank April 2005 - December 2006
TCF Bank 1998 - 2005
Skills
Loans, Wealth Management, Commercial Lending, Credit, Commercial Banking, Small Business Lending, Relationship Management, Retail Banking, Sales, Investments, Coaching, Sales Management, Credit Analysis, Insurance, Consumer Lending, Sales Management..., Loan Origination, Banking, Underwriting, Project Management, Leadership
Education
University of Notre Dame
Bachelor of Business Administration (B.B.A.), Finance
Karyn Camacho's Johnson Financial Group Experience July 2014 - Present
Job Wealth Operations Specialist at Johnson Financial Group
Industry Financial Services
Experience
Johnson Financial Group July 2014 - Present
State of Wisconsin Legislative Audit Bureau August 2011 - July 2014
State of Wisconsin Legislative Audit Bureau May 2005 - July 2011
Skills
Policy Analysis, Policy, Government
Education
Lakeland College 2005 — 2011
Bachelor of Arts (BA), Accounting
University of Wisconsin-Madison 1999 — 2003
Bachelor of Science (BS), Sociology
Johnson Financial Group July 2014 - Present
State of Wisconsin Legislative Audit Bureau August 2011 - July 2014
State of Wisconsin Legislative Audit Bureau May 2005 - July 2011
Skills
Policy Analysis, Policy, Government
Education
Lakeland College 2005 — 2011
Bachelor of Arts (BA), Accounting
University of Wisconsin-Madison 1999 — 2003
Bachelor of Science (BS), Sociology
David Thiel's Johnson Financial Group Experience November 2002 - July 2007
Job TEKSystemsIT Consultant
Industry Information Technology and Services
Experience
TEKsystems July 2015 - Present
TEKSYSTEMS January 2015 - July 2015
Trotter Wellness® May 2011 - October 2014
Hiawatha National Bank November 2010 - April 2011
Bemis Manufacturing Company December 2008 - November 2010
Johnson Financial Group November 2002 - July 2007
KOHLER CREDIT UNION April 2000 - November 2002
Education
Milwaukee Area Technical College 2007 — 2009
A.A.S. Degree, IT Network Specialist
University of Wisconsin-Sheboygan
Associate Degree, Arts and Sciences
TEKsystems July 2015 - Present
TEKSYSTEMS January 2015 - July 2015
Trotter Wellness® May 2011 - October 2014
Hiawatha National Bank November 2010 - April 2011
Bemis Manufacturing Company December 2008 - November 2010
Johnson Financial Group November 2002 - July 2007
KOHLER CREDIT UNION April 2000 - November 2002
Education
Milwaukee Area Technical College 2007 — 2009
A.A.S. Degree, IT Network Specialist
University of Wisconsin-Sheboygan
Associate Degree, Arts and Sciences
Deborah Pearson's Johnson Financial Group Experience October 2002 - March 2007
Job EVP Strategy & Brand
Industry Financial Services
Experience
Arizona State Credit Union December 2014 - Present
Ak-Sar-Ben Foundation May 2014 - November 2014
Mutual of Omaha Bank May 2009 - November 2013
SC Johnson June 2008 - May 2009
Manpower March 2007 - March 2008
Johnson Financial Group October 2002 - March 2007
Wells Fargo June 1995 - October 2002
U.S. Bank 1988 - 1995
Skills
Strategic Planning, Marketing Strategy, Marketing, Marketing Communications, Banking, New Business Development, Leadership, Sales Management, Cross-functional Team..., Team Building, Direct Marketing, Team Leadership, Advertising, Business Strategy, Management, Marketing Management, Financial Services, Budgets, Sales, Vendor Management, Product Marketing, Business Development, Market Research, Integrated Marketing, Product Management, Sales Operations, Brand Management, CRM, Training, Strategy, Communication, Corporate Communications, Online Marketing, Lead Generation, Email Marketing, B2B, Public Relations, Brand Development
Education
The University of South Dakota 1992 — 1995
Master's degree, Administrative Studies
South Dakota State University
Arizona State Credit Union December 2014 - Present
Ak-Sar-Ben Foundation May 2014 - November 2014
Mutual of Omaha Bank May 2009 - November 2013
SC Johnson June 2008 - May 2009
Manpower March 2007 - March 2008
Johnson Financial Group October 2002 - March 2007
Wells Fargo June 1995 - October 2002
U.S. Bank 1988 - 1995
Skills
Strategic Planning, Marketing Strategy, Marketing, Marketing Communications, Banking, New Business Development, Leadership, Sales Management, Cross-functional Team..., Team Building, Direct Marketing, Team Leadership, Advertising, Business Strategy, Management, Marketing Management, Financial Services, Budgets, Sales, Vendor Management, Product Marketing, Business Development, Market Research, Integrated Marketing, Product Management, Sales Operations, Brand Management, CRM, Training, Strategy, Communication, Corporate Communications, Online Marketing, Lead Generation, Email Marketing, B2B, Public Relations, Brand Development
Education
The University of South Dakota 1992 — 1995
Master's degree, Administrative Studies
South Dakota State University
Kevin Bong's Johnson Financial Group Experience July 2009 - June 2011
Job Manager Financial Institutions at Sikich
Industry Financial Services
Experience
Sikich July 2014 - Present
SynerComm Inc April 2011 - July 2014
Johnson Financial Group July 2009 - June 2011
Johnson Financial Group May 2003 - July 2009
SANS Institute 2007 - 2008
Johnson Financial Group 1999 - 2003
Kalmbach Publishing Co. 1997 - 1999
Skills
Penetration Testing, Networking, Information Security..., Vulnerability Assessment, Network Security, IDS, Information Security, Security, PMP, Data Security, Computer Security, Information Assurance, Security Awareness, Computer Forensics, CISSP, Disaster Recovery, Vulnerability Management, Firewalls
Education
The SANS Institute 2004 — 2009
MSISE, Information Security
Carroll College 1994 — 1998
Bachelor of Science (BS), Computer Science, Physics
Sikich July 2014 - Present
SynerComm Inc April 2011 - July 2014
Johnson Financial Group July 2009 - June 2011
Johnson Financial Group May 2003 - July 2009
SANS Institute 2007 - 2008
Johnson Financial Group 1999 - 2003
Kalmbach Publishing Co. 1997 - 1999
Skills
Penetration Testing, Networking, Information Security..., Vulnerability Assessment, Network Security, IDS, Information Security, Security, PMP, Data Security, Computer Security, Information Assurance, Security Awareness, Computer Forensics, CISSP, Disaster Recovery, Vulnerability Management, Firewalls
Education
The SANS Institute 2004 — 2009
MSISE, Information Security
Carroll College 1994 — 1998
Bachelor of Science (BS), Computer Science, Physics
Jenny Krzyzanowski's Johnson Financial Group Experience Sales Statistical SpecialistModine1993 - 1995
Job Operations/Accounting Assistant at Johnson Financial Group
Industry Accounting
Experience
Johnson Financial Group Sales Statistical SpecialistModine1993 - 1995
Education
Carthage College 2005 — 2008
Johnson Financial Group Sales Statistical SpecialistModine1993 - 1995
Education
Carthage College 2005 — 2008
Brian Andrew, CFA's Johnson Financial Group Experience August 2015 - Present
Job Chief Investment Officer at Johnson Financial Group
Industry Investment Management
Experience
Johnson Financial Group August 2015 - Present
Cleary Gull, Inc. March 2011 - August 2015
1492 Capital Management, LLC October 2008 - February 2011
Ziegler Capital Management, LLC August 1994 - October 2008
B.C. Ziegler & Company 2000 - 2008
First Bank Systems 1985 - 1990
Skills
Portfolio Management, Management, Strategy, Investments, Asset Managment, Alternative Investments, Series 63, Investment Advisory, Valuation, Equities, Wealth Management, Hedge Funds, Board Education, Health Care Finance, Investment Policy..., Asset Allocation, Healthcare, Financial Analysis, Financial Modeling, Financial Advisory, Asset Management, Bloomberg, Private Equity, Institutional..., Securities, Investment Banking, Investment Management, Investment Strategies, Fixed Income, School Boards, Equity Research, ETFs, Series 65, Retirement Planning, Bonds, Trading, Strategic Financial..., High Net Worth...
Education
CFA Institute/Harvard Investment Management Program 2002 — 2002
University of Minnesota - Carlson School of Management 1980 — 1984
Bachelor of Science (BS), Business/Finance
Johnson Financial Group August 2015 - Present
Cleary Gull, Inc. March 2011 - August 2015
1492 Capital Management, LLC October 2008 - February 2011
Ziegler Capital Management, LLC August 1994 - October 2008
B.C. Ziegler & Company 2000 - 2008
First Bank Systems 1985 - 1990
Skills
Portfolio Management, Management, Strategy, Investments, Asset Managment, Alternative Investments, Series 63, Investment Advisory, Valuation, Equities, Wealth Management, Hedge Funds, Board Education, Health Care Finance, Investment Policy..., Asset Allocation, Healthcare, Financial Analysis, Financial Modeling, Financial Advisory, Asset Management, Bloomberg, Private Equity, Institutional..., Securities, Investment Banking, Investment Management, Investment Strategies, Fixed Income, School Boards, Equity Research, ETFs, Series 65, Retirement Planning, Bonds, Trading, Strategic Financial..., High Net Worth...
Education
CFA Institute/Harvard Investment Management Program 2002 — 2002
University of Minnesota - Carlson School of Management 1980 — 1984
Bachelor of Science (BS), Business/Finance
Ken Cannon's Johnson Financial Group Experience July 2006 - April 2010
Job Economist
Industry Research
Experience
Econometrica, Inc. December 2011 - Present
Optimal Solutions Group September 2011 - December 2011
Johns Hopkins University May 2010 - August 2011
Johnson Financial Group July 2006 - April 2010
Marshall & Ilsley Corporation February 2001 - June 2006
Skills
Cost-Benefit Analysis, R, Econometrics, Economics, Statistics, Data Analysis, Regulatory Analysis, Microeconomics, Economic Research, SAS, Economic Modeling, Policy Analysis, Python, Health Economics, Health Insurance..., Healthcare Analytics, Program Evaluation, Regulatory Policy, Proposal Writing, Health Care Reform, Public Policy, Eviews, Stata, Analysis, Policy
Education
The Johns Hopkins University 2010 — 2011
M.A., Applied Economics
Texas A&M University 2006 — 2008
Certificate in Advanced International Affairs
Marquette University 1997 — 2001
B.S., Finance, Philosophy (minor)
Econometrica, Inc. December 2011 - Present
Optimal Solutions Group September 2011 - December 2011
Johns Hopkins University May 2010 - August 2011
Johnson Financial Group July 2006 - April 2010
Marshall & Ilsley Corporation February 2001 - June 2006
Skills
Cost-Benefit Analysis, R, Econometrics, Economics, Statistics, Data Analysis, Regulatory Analysis, Microeconomics, Economic Research, SAS, Economic Modeling, Policy Analysis, Python, Health Economics, Health Insurance..., Healthcare Analytics, Program Evaluation, Regulatory Policy, Proposal Writing, Health Care Reform, Public Policy, Eviews, Stata, Analysis, Policy
Education
The Johns Hopkins University 2010 — 2011
M.A., Applied Economics
Texas A&M University 2006 — 2008
Certificate in Advanced International Affairs
Marquette University 1997 — 2001
B.S., Finance, Philosophy (minor)
Ken Sievert's Johnson Financial Group Experience January 2004 - Present
Job Application Development Manager at Johnson Financial Group
Industry Financial Services
Experience
Johnson Financial Group January 2004 - Present
Eye Communications, Inc. October 2001 - December 2003
Quality Calibration Service, Inc. March 1990 - October 2001
Skills
Database Design, Vendor Management, Business Continuity, Disaster Recovery, Visual Basic, JavaScript, VB.NET, .NET, Business Analysis, Visual Studio
Education
University of Wisconsin-Milwaukee 1990 — 1993
BS, Computer Science
Milwaukee School of Engineering 1987 — 1990
Computer Science
Johnson Financial Group January 2004 - Present
Eye Communications, Inc. October 2001 - December 2003
Quality Calibration Service, Inc. March 1990 - October 2001
Skills
Database Design, Vendor Management, Business Continuity, Disaster Recovery, Visual Basic, JavaScript, VB.NET, .NET, Business Analysis, Visual Studio
Education
University of Wisconsin-Milwaukee 1990 — 1993
BS, Computer Science
Milwaukee School of Engineering 1987 — 1990
Computer Science
Robin Ralph's Johnson Financial Group Experience August 2008 - August 2009
Job Account Executive Amedisys Home Health
Industry Hospital & Health Care
Experience
Amedisys Home Health & Hospice April 2015 - Present
Compassionate Care Hospice February 2014 - April 2015
Amedisys Home Health & Hospice January 2012 - February 2014
Insignia Senior Living/SMA May 2010 - January 2012
Catalyst Wealth Management August 2009 - May 2010
Johnson Financial Group August 2008 - August 2009
River's Edge Pharmaceuticals December 2006 - May 2008
River's Edge Pharmaceuticals October 2006 - December 2006
Daiichi Sankyo September 2004 - October 2006
Great American Swing & Patio June 2001 - February 2004
Skills
Marketing, Sales, Management, Hospitals, Business Planning, Retail, Sales Management, Healthcare, Team Building, Time Management, Strategic Planning, Business Development, Long-term Care, Account Management, Portfolio Management, Marketing Communications, Product Development, Medicare, Selling, Customer Service, Inventory Management, Managed Care, Sales Operations, Elder Care, Leadership, Leadership Development, Home Care, New Business Development, Marketing Strategy, Medicaid, Training
Education
University of South Carolina-Columbia 1983 — 1987
BS Marketing/Management, Marketing/Management
Dunwoody High School 1980 — 1983
Amedisys Home Health & Hospice April 2015 - Present
Compassionate Care Hospice February 2014 - April 2015
Amedisys Home Health & Hospice January 2012 - February 2014
Insignia Senior Living/SMA May 2010 - January 2012
Catalyst Wealth Management August 2009 - May 2010
Johnson Financial Group August 2008 - August 2009
River's Edge Pharmaceuticals December 2006 - May 2008
River's Edge Pharmaceuticals October 2006 - December 2006
Daiichi Sankyo September 2004 - October 2006
Great American Swing & Patio June 2001 - February 2004
Skills
Marketing, Sales, Management, Hospitals, Business Planning, Retail, Sales Management, Healthcare, Team Building, Time Management, Strategic Planning, Business Development, Long-term Care, Account Management, Portfolio Management, Marketing Communications, Product Development, Medicare, Selling, Customer Service, Inventory Management, Managed Care, Sales Operations, Elder Care, Leadership, Leadership Development, Home Care, New Business Development, Marketing Strategy, Medicaid, Training
Education
University of South Carolina-Columbia 1983 — 1987
BS Marketing/Management, Marketing/Management
Dunwoody High School 1980 — 1983
Terri Trantow's Johnson Financial Group Experience 2003 - 2011
Job President at US Bank
Industry Banking
Experience
US Bank February 2011 - Present
Johnson Financial Group 2003 - 2011
U.S. Bank May 1997 - June 2003
Skills
Loans, Mentoring, Wealth Management, Banking, Commercial Banking, Small Business Lending, Commercial Lending, Portfolio Management, Credit, Retail Banking, Lines Of Credit, Credit Analysis, Consumer Lending, Loan Origination, Leadership, Mortgage Lending, Coaching, Developers, Strategic Financial..., Cash Management, Underwriting, Retirement Planning, Treasury Management
Education
UW - Oshkosh 1989 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
St. Norbert College 1977 — 1981
Bachelor of Science (B.S.), Biology/Chemistry
US Bank February 2011 - Present
Johnson Financial Group 2003 - 2011
U.S. Bank May 1997 - June 2003
Skills
Loans, Mentoring, Wealth Management, Banking, Commercial Banking, Small Business Lending, Commercial Lending, Portfolio Management, Credit, Retail Banking, Lines Of Credit, Credit Analysis, Consumer Lending, Loan Origination, Leadership, Mortgage Lending, Coaching, Developers, Strategic Financial..., Cash Management, Underwriting, Retirement Planning, Treasury Management
Education
UW - Oshkosh 1989 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
St. Norbert College 1977 — 1981
Bachelor of Science (B.S.), Biology/Chemistry
Cheryl Thomas's Johnson Financial Group Experience October 2006 - May 2012
Job Director, Strategic Advisory Services at Wipfli LLP
Industry Insurance
Experience
Wipfli LLP March 2014 - Present
Blue Cross Blue Shield Association May 2012 - March 2014
Johnson Financial Group October 2006 - May 2012
Teleflex Medical May 2004 - October 2006
Abbott Laboratories May 1995 - May 2004
Abbott Diagnostics 1995 - 2004
Education
Fielding Graduate University 2012 — 2017
Doctor of Philosophy (PhD), Human and Organizatonal Development
Washington University in St. Louis
Lemont Township High School 1974 — 1978
High School
Wipfli LLP March 2014 - Present
Blue Cross Blue Shield Association May 2012 - March 2014
Johnson Financial Group October 2006 - May 2012
Teleflex Medical May 2004 - October 2006
Abbott Laboratories May 1995 - May 2004
Abbott Diagnostics 1995 - 2004
Education
Fielding Graduate University 2012 — 2017
Doctor of Philosophy (PhD), Human and Organizatonal Development
Washington University in St. Louis
Lemont Township High School 1974 — 1978
High School
Russ Weyers's Johnson Financial Group Experience 1995 - November 2011
Job President and CEO at Southport Bank
Industry Financial Services
Experience
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
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
Mary Zoeller's Johnson Financial Group Experience June 2005 - October 2008
Job Senior Commercial Credit Analyst at Community First Credit Union
Industry Banking
Experience
Community First Credit Union February 2015 - Present
U.S. Bank November 2014 - February 2015
Business Lending Group October 2008 - October 2014
Johnson Financial Group June 2005 - October 2008
Skills
Credit, Credit Analysis, Commercial Banking, Commercial Lending, Lines Of Credit, Banking, Loans, Financial Analysis
Education
Lakeland college 1999 — 2005
Bachelor's Degree, Accounting and Business Administration, Summa Cum Laude
Community First Credit Union February 2015 - Present
U.S. Bank November 2014 - February 2015
Business Lending Group October 2008 - October 2014
Johnson Financial Group June 2005 - October 2008
Skills
Credit, Credit Analysis, Commercial Banking, Commercial Lending, Lines Of Credit, Banking, Loans, Financial Analysis
Education
Lakeland college 1999 — 2005
Bachelor's Degree, Accounting and Business Administration, Summa Cum Laude
Brett Finnell's Johnson Financial Group Experience September 2009 - November 2010
Job Branch Manager at Citizens Bank
Industry Banking
Experience
Citizens Bank July 2013 - Present
Citizens Bank April 2012 - June 2013
Citizens Bank December 2010 - March 2012
Johnson Financial Group September 2009 - November 2010
JPMorgan Chase September 2006 - August 2009
JPMorgan Chase Bank January 2006 - August 2006
Putney Town Hall April 2005 - August 2005
Emerson College September 2003 - May 2005
Skills
Banking, Customer Service, Investments, Mortgage Lending, Sales, Microsoft Excel, Training, Sales Management, Coaching, Credit Analysis, Retail Banking
Education
Emerson College 2001 — 2005
Bachelor of Science, Broadcast Journalism
Citizens Bank July 2013 - Present
Citizens Bank April 2012 - June 2013
Citizens Bank December 2010 - March 2012
Johnson Financial Group September 2009 - November 2010
JPMorgan Chase September 2006 - August 2009
JPMorgan Chase Bank January 2006 - August 2006
Putney Town Hall April 2005 - August 2005
Emerson College September 2003 - May 2005
Skills
Banking, Customer Service, Investments, Mortgage Lending, Sales, Microsoft Excel, Training, Sales Management, Coaching, Credit Analysis, Retail Banking
Education
Emerson College 2001 — 2005
Bachelor of Science, Broadcast Journalism
Linda Kochiu's Johnson Financial Group Experience January 2008 - January 2013
Job Health & Wellness Coach
Industry Health, Wellness and Fitness
Experience
Linda Kochiu, LLC / Owner January 2014 - Present
Johnson Financial Group January 2008 - January 2013
MidAmerica Bank / St. Francis Bank 1998 - 2008
St. Francis Bank 1989 - 1998
Skills
Benefits Administration, Training, Talent Management, Onboarding, Performance Management, Loans, Talent Acquisition, Project Management, Leadership Development, Team Building, Succession Planning, Coaching, Applicant Tracking..., Needs Analysis, Employee Engagement, Employee Benefits, Leadership, Change Management, Mortgage Lending, Strategic Planning, Recruiting, HRIS, Banking, Training Delivery, Employee Training, Team Leadership, Strategy, Career Development, Sales, Management
Education
Institute for Integrative Nutrition
Certification - Health Coach, Health and Wellness
Lakeland College
Bachelor of Arts, Business Administration
Bryant and Stratton College-Milwaukee
Associate's degree, Accounting
Linda Kochiu, LLC / Owner January 2014 - Present
Johnson Financial Group January 2008 - January 2013
MidAmerica Bank / St. Francis Bank 1998 - 2008
St. Francis Bank 1989 - 1998
Skills
Benefits Administration, Training, Talent Management, Onboarding, Performance Management, Loans, Talent Acquisition, Project Management, Leadership Development, Team Building, Succession Planning, Coaching, Applicant Tracking..., Needs Analysis, Employee Engagement, Employee Benefits, Leadership, Change Management, Mortgage Lending, Strategic Planning, Recruiting, HRIS, Banking, Training Delivery, Employee Training, Team Leadership, Strategy, Career Development, Sales, Management
Education
Institute for Integrative Nutrition
Certification - Health Coach, Health and Wellness
Lakeland College
Bachelor of Arts, Business Administration
Bryant and Stratton College-Milwaukee
Associate's degree, Accounting
Sheila Egerson's Johnson Financial Group Experience July 2006 - Present
Job Johnson Financial Group, Mortgage Loan Officer NMLS ID: 744168
Industry Banking
Experience
Johnson Financial Group July 2006 - Present
Education
Concordia University-Wisconsin
Master's, Student Personnel Administration
University of Wisconsin-Parkside
B.A., Communication
Johnson Financial Group July 2006 - Present
Education
Concordia University-Wisconsin
Master's, Student Personnel Administration
University of Wisconsin-Parkside
B.A., Communication
Kristina Dorsen's Johnson Financial Group Experience July 2010 - Present
Job Senior Banker
Industry Financial Services
Experience
Johnson Financial Group July 2010 - Present
Retirement Plan Services, LLC April 2008 - December 2009
Education
University of Missouri-Columbia 2002 — 2007
BS, Agricultural Business Management
Johnson Financial Group July 2010 - Present
Retirement Plan Services, LLC April 2008 - December 2009
Education
University of Missouri-Columbia 2002 — 2007
BS, Agricultural Business Management
Laurie Badham's Johnson Financial Group Experience February 2009 - January 2011
Job Experienced Administrative/Executive Assistant
Industry Consumer Services
Experience
Snap Fitness 24/7 October 2012 - December 2014
P. T. Hutchins Company November 2010 - September 2011
Johnson Financial Group February 2009 - January 2011
Johnson Outdoors May 2007 - November 2008
BRP 2006 - 2007
Johnson Polymer 2001 - 2006
Putzmeister America 1999 - 2000
Eaton Corporation 1970 - 1981
Skills
Outlook, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, JD Edwards, Human Resources, Administrative..., Onboarding, Event Planning, HRIS, Recruiting, Accounts Payable, Benefits Administration, Employee Benefits, Event Management, Talent Acquisition, Employee Relations, Process Improvement, Coaching, New Business Development, Purchasing, Training, Sales, Management, Budgets, Time Management, Inventory Management, Team Building, Access, Marketing
Education
Gateway Technical College
Associate, Administrative Assistant
Snap Fitness 24/7 October 2012 - December 2014
P. T. Hutchins Company November 2010 - September 2011
Johnson Financial Group February 2009 - January 2011
Johnson Outdoors May 2007 - November 2008
BRP 2006 - 2007
Johnson Polymer 2001 - 2006
Putzmeister America 1999 - 2000
Eaton Corporation 1970 - 1981
Skills
Outlook, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, JD Edwards, Human Resources, Administrative..., Onboarding, Event Planning, HRIS, Recruiting, Accounts Payable, Benefits Administration, Employee Benefits, Event Management, Talent Acquisition, Employee Relations, Process Improvement, Coaching, New Business Development, Purchasing, Training, Sales, Management, Budgets, Time Management, Inventory Management, Team Building, Access, Marketing
Education
Gateway Technical College
Associate, Administrative Assistant
Hank Ollanketo's Johnson Financial Group Experience February 2009 - Present
Job AVP Exchange Messaging Analyst at Johnson Financial Group
Industry Financial Services
Experience
Johnson Financial Group February 2009 - Present
Jefferson Wells October 2008 - February 2009
University of Wisconsin-Parkside April 2007 - October 2008
BASF June 2006 - April 2007
Johnson Polymer LLC June 2001 - June 2006
Sanmina-SCI June 1993 - September 2000
Skills
Active Directory, Cisco Technologies, Citrix, Data Center, HP, IT Operations, Microsoft Certified..., Microsoft Exchange, Microsoft Technologies, Networking, Servers, Troubleshooting, Windows, Windows Server, Microsoft SQL Server, SharePoint
Education
University of Phoenix 2006 — 2008
BS, Information Technology
ITT Technical Institute-Greenfield
AAS, Information Technology
Johnson Financial Group February 2009 - Present
Jefferson Wells October 2008 - February 2009
University of Wisconsin-Parkside April 2007 - October 2008
BASF June 2006 - April 2007
Johnson Polymer LLC June 2001 - June 2006
Sanmina-SCI June 1993 - September 2000
Skills
Active Directory, Cisco Technologies, Citrix, Data Center, HP, IT Operations, Microsoft Certified..., Microsoft Exchange, Microsoft Technologies, Networking, Servers, Troubleshooting, Windows, Windows Server, Microsoft SQL Server, SharePoint
Education
University of Phoenix 2006 — 2008
BS, Information Technology
ITT Technical Institute-Greenfield
AAS, Information Technology
Christopher Ruck's Johnson Financial Group Experience September 2013 - Present
Job AVP, Management Reporting Consultant at Johnson Financial Group
Industry Information Technology and Services
Experience
Johnson Financial Group September 2013 - Present
Mikan Associates Consulting May 2013 - September 2013
AE Business Solutions August 2008 - May 2013
Hal Leonard Corporation September 2003 - August 2008
American Girl April 2001 - August 2003
Skills
Business Analysis, Databases, SQL, Process Improvement, Business Intelligence, Troubleshooting, Business Objects, Microsoft Excel, Microsoft Word, Access, Microsoft Office, Requirements Gathering, Data Mapping, Technical Documentation, Netezza, DB2, Oracle, Microsoft SQL Server, Integration, Data Analysis, Software Documentation, Database Design, Visio, Data Warehouse...
Education
PC ProSchools 2007 — 2008
University of Wisconsin-Madison 1995 — 1999
Music Performance, General
Johnson Financial Group September 2013 - Present
Mikan Associates Consulting May 2013 - September 2013
AE Business Solutions August 2008 - May 2013
Hal Leonard Corporation September 2003 - August 2008
American Girl April 2001 - August 2003
Skills
Business Analysis, Databases, SQL, Process Improvement, Business Intelligence, Troubleshooting, Business Objects, Microsoft Excel, Microsoft Word, Access, Microsoft Office, Requirements Gathering, Data Mapping, Technical Documentation, Netezza, DB2, Oracle, Microsoft SQL Server, Integration, Data Analysis, Software Documentation, Database Design, Visio, Data Warehouse...
Education
PC ProSchools 2007 — 2008
University of Wisconsin-Madison 1995 — 1999
Music Performance, General
Sue Hullin's Johnson Financial Group Experience March 2009 - Present
Job AVP Finance at Johnson Financial Group
Industry Financial Services
Experience
Johnson Financial Group March 2009 - Present
PyraMax Bank October 2008 - March 2009
Harris Bank formerly Merchants & Manufacturers Bancorporation June 2005 - October 2008
St. Francis Bank May 1996 - July 2004
KPMG 1990 - 1996
Skills
Financial Analysis, Corporate Tax, Banking, SEC filings, Financial Reporting, Tax, Vendor Management
Education
Marquette University 1986 — 1990
BS, Accounting
Johnson Financial Group March 2009 - Present
PyraMax Bank October 2008 - March 2009
Harris Bank formerly Merchants & Manufacturers Bancorporation June 2005 - October 2008
St. Francis Bank May 1996 - July 2004
KPMG 1990 - 1996
Skills
Financial Analysis, Corporate Tax, Banking, SEC filings, Financial Reporting, Tax, Vendor Management
Education
Marquette University 1986 — 1990
BS, Accounting
Nancy Verbeten CPA, MBA's Johnson Financial Group Experience November 1989 - Present
Job Accounting Management|Financial Analysis|Planning/Forecasting|Technology Integration|Regulatory|Training
Industry Financial Services
Experience
Johnson Financial Group November 1989 - Present
Color Arts, Racine, WI January 1983 - November 1989
Skills
Financial Analysis, Banking, Budgeting, Strategic Planning, Finance, Cash Management, Risk Management, Budgets, Leadership, Project Planning, Training, Analysis, Insurance, Portfolio Management, Credit
Education
Keller Graduate School of Management of DeVry University 1999 — 2001
Master of Business Administration (MBA), Business Administration, Management and Finance, 3.52
Cardinal Stritch University 1988 — 1991
Bachelor of Science (BS), Finance / Business Management, 3.834
Gateway Technical College 1980 — 1982
Associate Degree, Accounting and Data Processing, 3.77
Gateway Technical College 1973 — 1977
Associate Degree, Marketing/Fashion Merchandising, 3.33
Johnson Financial Group November 1989 - Present
Color Arts, Racine, WI January 1983 - November 1989
Skills
Financial Analysis, Banking, Budgeting, Strategic Planning, Finance, Cash Management, Risk Management, Budgets, Leadership, Project Planning, Training, Analysis, Insurance, Portfolio Management, Credit
Education
Keller Graduate School of Management of DeVry University 1999 — 2001
Master of Business Administration (MBA), Business Administration, Management and Finance, 3.52
Cardinal Stritch University 1988 — 1991
Bachelor of Science (BS), Finance / Business Management, 3.834
Gateway Technical College 1980 — 1982
Associate Degree, Accounting and Data Processing, 3.77
Gateway Technical College 1973 — 1977
Associate Degree, Marketing/Fashion Merchandising, 3.33
Elliot Berman's Johnson Financial Group Experience September 2005 - October 2013
Job Principal, Bowtie Advisors LLC your trusted advisor www.bowtieadvisors.com
Industry Management Consulting
Experience
Bowtie Advisors LLC November 2013 - Present
Mid-West Energy Research Consortium (M-WERC) March 2014 - Present
Johnson Financial Group September 2005 - October 2013
Godfrey & Kahn, S.C. January 1996 - September 2005
Firstar Corporation 1985 - 1996
Skills
Corporate Governance, Risk Management, Mergers, Securities, Bank Secrecy Act, Due Diligence, Insurance, Privacy Law, Corporate Law, Banking, Securities Regulation, Loans, Mergers & Acquisitions, Financial Services, Executive Management, Mutual Funds, Litigation, Licensing, Commercial Litigation, Contract Negotiation, OFAC, Finance, Enterprise Risk...
Education
Marquette University Law School
JD
University of Wisconsin-Milwaukee
BS Ed, Elementary Education
Bowtie Advisors LLC November 2013 - Present
Mid-West Energy Research Consortium (M-WERC) March 2014 - Present
Johnson Financial Group September 2005 - October 2013
Godfrey & Kahn, S.C. January 1996 - September 2005
Firstar Corporation 1985 - 1996
Skills
Corporate Governance, Risk Management, Mergers, Securities, Bank Secrecy Act, Due Diligence, Insurance, Privacy Law, Corporate Law, Banking, Securities Regulation, Loans, Mergers & Acquisitions, Financial Services, Executive Management, Mutual Funds, Litigation, Licensing, Commercial Litigation, Contract Negotiation, OFAC, Finance, Enterprise Risk...
Education
Marquette University Law School
JD
University of Wisconsin-Milwaukee
BS Ed, Elementary Education
Janelle Bogenrief's Johnson Financial Group Experience April 2006 - November 2013
Job Wealth Administrative Supervisor at Johnson Bank Wealth
Industry Financial Services
Experience
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 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
Christopher Getter's Johnson Financial Group Experience May 2013 - Present
Job AVP Senior Business Analyst
Industry Financial Services
Experience
Johnson Financial Group May 2013 - Present
FIS February 2008 - May 2013
Skills
Banking, Requirements Analysis
Education
Milwaukee School of Engineering 2006 — 2008
MIS
Gateway Technical College 2004 — 2006
Network Specialist
Johnson Financial Group May 2013 - Present
FIS February 2008 - May 2013
Skills
Banking, Requirements Analysis
Education
Milwaukee School of Engineering 2006 — 2008
MIS
Gateway Technical College 2004 — 2006
Network Specialist
Jenny Schumacher's Johnson Financial Group Experience September 1997 - Present
Job Telecom Engineer at Johnson Financial Group
Industry Financial Services
Experience
Johnson Financial Group September 1997 - Present
Western Publishing January 1984 - November 1995
Skills
Telecommunications, Vendor Management, Cisco Call Manager, VMware, Troubleshooting, SharePoint, Data Center, Cisco Technologies, Disaster Recovery, Active Directory, Visio, Customer Service, Banking, Microsoft Office, Process Improvement, Management, Networking, Leadership, VoIP, Team Leadership, Microsoft Excel
Education
Gateway Technical College
none
Johnson Financial Group September 1997 - Present
Western Publishing January 1984 - November 1995
Skills
Telecommunications, Vendor Management, Cisco Call Manager, VMware, Troubleshooting, SharePoint, Data Center, Cisco Technologies, Disaster Recovery, Active Directory, Visio, Customer Service, Banking, Microsoft Office, Process Improvement, Management, Networking, Leadership, VoIP, Team Leadership, Microsoft Excel
Education
Gateway Technical College
none
Mark Fenlon's Johnson Financial Group Experience October 2013 - Present
Job SVP National Sales Manager at Johnson Bank
Industry Financial Services
Experience
Johnson Financial Group October 2013 - Present
M&I Wealth Management, A part of BMO Financial Group August 2004 - October 2013
Skills
Banking, Mutual Funds, Financial Services, Financial Analysis, Wealth Management, Relationship Management, Strategic Planning, Mortgage Lending, Portfolio Management, Management, Credit, Retail Banking, Risk Management, Commercial Lending, Investments, Retirement Planning, Asset Management, Asset Managment, Credit Risk, Strategic Financial...
Education
Silver Lake College 1979 — 1981
BS, Business Administration & Mathematics
Johnson Financial Group October 2013 - Present
M&I Wealth Management, A part of BMO Financial Group August 2004 - October 2013
Skills
Banking, Mutual Funds, Financial Services, Financial Analysis, Wealth Management, Relationship Management, Strategic Planning, Mortgage Lending, Portfolio Management, Management, Credit, Retail Banking, Risk Management, Commercial Lending, Investments, Retirement Planning, Asset Management, Asset Managment, Credit Risk, Strategic Financial...
Education
Silver Lake College 1979 — 1981
BS, Business Administration & Mathematics
Sonja Marinac's Johnson Financial Group Experience 2012 - 2013
Job Portfolio Manager Wealth Management
Industry Financial Services
Experience
Johnson Financial Group 2012 - 2013
Crawford Supply 2010 - 2012
Wayne Hummer Asset Management May 2003 - October 2009
Education
Keller Graduate School of Management of DeVry University 1998 — 2000
MBA, Finance
Loyola University Chicago
Johnson Financial Group 2012 - 2013
Crawford Supply 2010 - 2012
Wayne Hummer Asset Management May 2003 - October 2009
Education
Keller Graduate School of Management of DeVry University 1998 — 2000
MBA, Finance
Loyola University Chicago
Andrea Fahnrich's Johnson Financial Group Experience February 2011 - September 2012
Job Commercial Lender at MB Financial (formerly Cole Taylor Bank)
Industry Banking
Experience
MB Financial Bank September 2012 - Present
Johnson Financial Group February 2011 - September 2012
M&I Bank June 2010 - February 2011
M&I Bank May 2008 - May 2010
Skills
Credit, Portfolio Management, Analysis, Underwriting, Loans, Commercial Lending, Credit Analysis, Financial Analysis, Financial Services, Commercial Banking, Banking, Lines Of Credit, Commercial Real Estate, Consumer Lending, Mortgage Lending, Small Business Lending
Education
Marquette University 2003 — 2007
BS, Commercial Real Estate
MB Financial Bank September 2012 - Present
Johnson Financial Group February 2011 - September 2012
M&I Bank June 2010 - February 2011
M&I Bank May 2008 - May 2010
Skills
Credit, Portfolio Management, Analysis, Underwriting, Loans, Commercial Lending, Credit Analysis, Financial Analysis, Financial Services, Commercial Banking, Banking, Lines Of Credit, Commercial Real Estate, Consumer Lending, Mortgage Lending, Small Business Lending
Education
Marquette University 2003 — 2007
BS, Commercial Real Estate
Karen Albers's Johnson Financial Group Experience July 2005 - June 2008
Job Asst. VP of Property & Casualty at HausmannJohnson Insurance
Industry Insurance
Experience
Hausmann-Johnson Insurance July 2008 - Present
Johnson Financial Group July 2005 - June 2008
Education
Northern Illinois University 1990 — 1992
BS, Management and Human Resources
Insurance Institute of America
CPCU, Insurance
Hausmann-Johnson Insurance July 2008 - Present
Johnson Financial Group July 2005 - June 2008
Education
Northern Illinois University 1990 — 1992
BS, Management and Human Resources
Insurance Institute of America
CPCU, Insurance
Timothy Gay's Johnson Financial Group Experience February 2014 - Present
Job Mutual Fund Specialist at U.S. Bank
Industry Financial Services
Experience
Johnson Financial Group February 2014 - Present
U.S. Bank July 2013 - February 2014
State Street September 2011 - July 2013
John Hancock Life Insurance Company (U.S.A.) April 2012 - July 2012
State Street January 2010 - September 2011
innoPad, Inc. October 2009 - January 2010
Bates College September 2008 - May 2009
Skills
Data Analysis, Research, Microsoft Excel, Quantitative Analytics, Microsoft Office, Statistics, Microsoft Word, PowerPoint, Access, Analysis, Economics, VBA, Spanish, Econometrics, Outlook, SQL
Education
Northeastern University 2010 — 2012
MPS, Geographic Information Technology
Bates College 2005 — 2009
BA, Economics
Johnson Financial Group February 2014 - Present
U.S. Bank July 2013 - February 2014
State Street September 2011 - July 2013
John Hancock Life Insurance Company (U.S.A.) April 2012 - July 2012
State Street January 2010 - September 2011
innoPad, Inc. October 2009 - January 2010
Bates College September 2008 - May 2009
Skills
Data Analysis, Research, Microsoft Excel, Quantitative Analytics, Microsoft Office, Statistics, Microsoft Word, PowerPoint, Access, Analysis, Economics, VBA, Spanish, Econometrics, Outlook, SQL
Education
Northeastern University 2010 — 2012
MPS, Geographic Information Technology
Bates College 2005 — 2009
BA, Economics
Chris Estell's Johnson Financial Group Experience March 2013 - Present
Job AVP Customer Segmentation Marketing Analyst at Johnson Financial Group
Industry Insurance
Experience
Johnson Financial Group March 2013 - Present
Hospira July 2011 - March 2013
Marshall & Swift/Boeckh September 2009 - July 2011
Education
Central College 1991 — 1995
BA, Mathematics
Johnson Financial Group March 2013 - Present
Hospira July 2011 - March 2013
Marshall & Swift/Boeckh September 2009 - July 2011
Education
Central College 1991 — 1995
BA, Mathematics
Nicky Horn, CISR's Johnson Financial Group Experience April 2013 - May 2015
Job Personal Lines Customer Service Agent at Robertson Ryan & Associates
Industry Insurance
Experience
Robertson Ryan & Associates May 2015 - Present
Johnson Financial Group April 2013 - May 2015
Anderson Insurance Associates May 2005 - April 2013
Skills
Customer Service, Insurance, Excel, Microsoft Office, Customer Relations, Process Improvement, Property, Outlook, Microsoft Word, Property & Casualty...
Education
University of Phoenix 2012 — 2014
Bachelor's degree, Environmental Science
Robertson Ryan & Associates May 2015 - Present
Johnson Financial Group April 2013 - May 2015
Anderson Insurance Associates May 2005 - April 2013
Skills
Customer Service, Insurance, Excel, Microsoft Office, Customer Relations, Process Improvement, Property, Outlook, Microsoft Word, Property & Casualty...
Education
University of Phoenix 2012 — 2014
Bachelor's degree, Environmental Science
Jason Gott's Johnson Financial Group Experience January 2014 - January 2015
Job Client Support Analyst at D+H
Industry Banking
Experience
D+H January 2015 - Present
Johnson Financial Group January 2014 - January 2015
Shelter Mortgage May 2013 - September 2013
Guaranty Bank FSB March 2007 - May 2013
Guaranty Bank FSB August 2006 - January 2007
Skills
Mortgage Lending, Loans, Customer Service, Banking, Data Analysis, Training, Credit, Employee Training, Secondary Data Analysis, Residential Mortgages, Mortgage Banking, Credit Analysis, Sales, Secondary Market, Financial Analysis, Retail Banking, FHA, Pricing
Education
Cardinal Stritch University 2001 — 2004
Wisconsin Teaching Certification, Elementary Education and Teaching
University of Wisconsin-Milwaukee 1996 — 2000
BA, English
D+H January 2015 - Present
Johnson Financial Group January 2014 - January 2015
Shelter Mortgage May 2013 - September 2013
Guaranty Bank FSB March 2007 - May 2013
Guaranty Bank FSB August 2006 - January 2007
Skills
Mortgage Lending, Loans, Customer Service, Banking, Data Analysis, Training, Credit, Employee Training, Secondary Data Analysis, Residential Mortgages, Mortgage Banking, Credit Analysis, Sales, Secondary Market, Financial Analysis, Retail Banking, FHA, Pricing
Education
Cardinal Stritch University 2001 — 2004
Wisconsin Teaching Certification, Elementary Education and Teaching
University of Wisconsin-Milwaukee 1996 — 2000
BA, English
Dave Bundy's Johnson Financial Group Experience August 2002 - November 2008
Job Principal at Fruition Facilities Management
Industry Facilities Services
Experience
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
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
James Gischia's Johnson Financial Group Experience October 1996 - November 2009
Job Sales Manager at PalatiumCare LLC
Industry Financial Services
Experience
PalatiumCare LLC July 2014 - Present
City of Sheboygan 2009 - 2010
Johnson Financial Group October 1996 - November 2009
Education
Brown College 1979 — 1980
Communications, Broadcasting
PalatiumCare LLC July 2014 - Present
City of Sheboygan 2009 - 2010
Johnson Financial Group October 1996 - November 2009
Education
Brown College 1979 — 1980
Communications, Broadcasting
Dick Leggatt's Johnson Financial Group Experience April 2000 - July 2003
Job President at Derek Prince MInistries
Industry Nonprofit Organization Management
Experience
Derek Prince MInistries April 2006 - Present
Case Western Reserve University July 2003 - April 2006
Johnson Financial Group April 2000 - July 2003
Skills
Organizational..., Marketing Strategy, Team Building, Executive Coaching, Community Outreach, Editing, Teaching, Management
Education
University of Pittsburgh 1967 — 1971
Bachelor of Arts (BA), English Literature
Derek Prince MInistries April 2006 - Present
Case Western Reserve University July 2003 - April 2006
Johnson Financial Group April 2000 - July 2003
Skills
Organizational..., Marketing Strategy, Team Building, Executive Coaching, Community Outreach, Editing, Teaching, Management
Education
University of Pittsburgh 1967 — 1971
Bachelor of Arts (BA), English Literature
Chad Potter's Johnson Financial Group Experience May 2015 - Present
Job Relationship Banker NMLS ID 818557 at Johnson Bank
Industry Banking
Experience
Johnson Financial Group May 2015 - Present
BMO Harris Bank December 2014 - May 2015
BMO Harris Bank November 2013 - December 2014
BMO Harris Bank February 2011 - November 2013
Wells Fargo November 2008 - December 2010
Lincoln State Bank 2006 - 2008
Skills
Banking, Loans, Credit, Commercial Banking, Credit Analysis, Retail Banking, Cash Management, Loan Origination, Mortgage Lending, Deposits, Small Business Lending, Cross Selling, Consumer Lending, Lines Of Credit, Commercial Lending
Education
Milwaukee Area Technical College 2010 — 2012
Franklin High School
Johnson Financial Group May 2015 - Present
BMO Harris Bank December 2014 - May 2015
BMO Harris Bank November 2013 - December 2014
BMO Harris Bank February 2011 - November 2013
Wells Fargo November 2008 - December 2010
Lincoln State Bank 2006 - 2008
Skills
Banking, Loans, Credit, Commercial Banking, Credit Analysis, Retail Banking, Cash Management, Loan Origination, Mortgage Lending, Deposits, Small Business Lending, Cross Selling, Consumer Lending, Lines Of Credit, Commercial Lending
Education
Milwaukee Area Technical College 2010 — 2012
Franklin High School
Linda Lamparek's Johnson Financial Group Experience December 2005 - March 2008
Job A/R Operations Controller / Customer Service Administrator / Collections Manager / Public Advocate
Industry Consumer Services
Experience
Roundy's Supermarkets, Inc. November 2012 - Present
ManpowerGroup November 2012 - Present
Democratic Party Office October 2011 - November 2012
SBM Site Services, LLC October 2010 - October 2011
Workforce Development Center 2009 - 2010
Racine Dental Group October 2008 - June 2009
Johnson Financial Group December 2005 - March 2008
Adecco Staffing 2004 - 2005
Society's Assets, Inc January 2002 - July 2004
Wheaton Franciscan Healthcare 1998 - 2002
Skills
Customer Service, Financial Services, Retail Banking, Credit & Collection, Secondary Education, Social Services, Non-profit Volunteer, Supervision, Operations Management, Call Center, Light Maufacturing, Communication Skills, IDX, Adobe Acrobat, Service Orientation, Votebuilder, SAP, Outlook, Negotiation, Persuasion, Social Perceptiveness, Windows 7, Microsoft Office 2007, Microsoft Word, Microsoft Excel, SDK, PowerPoint, Microsoft Publisher, Critical Thinking, Call Centers, Time Management, Management, Accounts Receivable, Communication
Education
UW-Whitewater
BSE
Carthage College
Employment Resources, Inc. Madison, WI
Kaplan Financial Education Wauwatosa, WI
WI Insurance License
Roundy's Supermarkets, Inc. November 2012 - Present
ManpowerGroup November 2012 - Present
Democratic Party Office October 2011 - November 2012
SBM Site Services, LLC October 2010 - October 2011
Workforce Development Center 2009 - 2010
Racine Dental Group October 2008 - June 2009
Johnson Financial Group December 2005 - March 2008
Adecco Staffing 2004 - 2005
Society's Assets, Inc January 2002 - July 2004
Wheaton Franciscan Healthcare 1998 - 2002
Skills
Customer Service, Financial Services, Retail Banking, Credit & Collection, Secondary Education, Social Services, Non-profit Volunteer, Supervision, Operations Management, Call Center, Light Maufacturing, Communication Skills, IDX, Adobe Acrobat, Service Orientation, Votebuilder, SAP, Outlook, Negotiation, Persuasion, Social Perceptiveness, Windows 7, Microsoft Office 2007, Microsoft Word, Microsoft Excel, SDK, PowerPoint, Microsoft Publisher, Critical Thinking, Call Centers, Time Management, Management, Accounts Receivable, Communication
Education
UW-Whitewater
BSE
Carthage College
Employment Resources, Inc. Madison, WI
Kaplan Financial Education Wauwatosa, WI
WI Insurance License
Laura Lacher's Johnson Financial Group Experience April 2006 - September 2011
Job Sr. Sales Administrative Assistant at W.W. Grainger
Industry Business Supplies and Equipment
Experience
W.W. Grainger September 2011 - Present
Johnson Financial Group April 2006 - September 2011
Skills
Banking, Credit, Customer Service, Loans, Mortgage Lending, Team Building, Team Leadership
Education
Ottawa University 2006 — 2014
Bachelor's degree, Business Administration and Management, General
W.W. Grainger September 2011 - Present
Johnson Financial Group April 2006 - September 2011
Skills
Banking, Credit, Customer Service, Loans, Mortgage Lending, Team Building, Team Leadership
Education
Ottawa University 2006 — 2014
Bachelor's degree, Business Administration and Management, General
Sandi Kucharski's Johnson Financial Group Experience August 1996 - Present
Job Personal Lines Service Manager at Johnson Financial Group
Industry Financial Services
Experience
Johnson Financial Group August 1996 - Present
State Farm 1985 - 1996
Skills
Property & Casualty..., Insurance, Umbrella Insurance, Underwriting, Claim
Education
Gateway Technical College
administration
Johnson Financial Group August 1996 - Present
State Farm 1985 - 1996
Skills
Property & Casualty..., Insurance, Umbrella Insurance, Underwriting, Claim
Education
Gateway Technical College
administration
Seanna Hansen's Johnson Financial Group Experience August 2008 - November 2010
Job Administrative Assistant
Industry Sports
Experience
Hoerr Racing Products November 2010 - Present
Johnson Financial Group August 2008 - November 2010
Education
North Central University 2001 — 2006
B.A, Intercultural Studies, Leadership Development
Hoerr Racing Products November 2010 - Present
Johnson Financial Group August 2008 - November 2010
Education
North Central University 2001 — 2006
B.A, Intercultural Studies, Leadership Development
Kristin Galetka's Johnson Financial Group Experience May 2011 - October 2011
Job Senior Business Systems Analyst Ceridian | Dayforce HCM
Industry Computer Software
Experience
Ceridian October 2011 - Present
Johnson Financial Group May 2011 - October 2011
Lawson Software February 2007 - April 2011
Lawson Software March 2000 - February 2007
Lawson Software January 1999 - March 2000
Teltech Resource Network October 1997 - January 1999
Teltech Resource Network February 1997 - October 1997
Skills
Software Documentation, Enterprise Software, ERP, Requirements Analysis, SaaS, Business Process, Management, Software Implementation, Quality Assurance, Process Improvement, Vendor Management, Software Project..., Training, Business Process..., Business Analysis, Business Intelligence, Requirements Gathering, SDLC, Integration, Consulting, SharePoint, User Acceptance Testing, Professional Services, Software Development, Agile Methodologies, Data Conversion, Enterprise Architecture, Microsoft SQL Server, Testing, Databases, Project Management, Resource Management, PMP, MS Project, Program Management, Product Management, IT Strategy, Visio, Scrum, Project Portfolio..., Change Management, IT Management, Team Leadership, Cross-functional Team...
Education
University of Minnesota-Twin Cities
Speech Communications
Ceridian October 2011 - Present
Johnson Financial Group May 2011 - October 2011
Lawson Software February 2007 - April 2011
Lawson Software March 2000 - February 2007
Lawson Software January 1999 - March 2000
Teltech Resource Network October 1997 - January 1999
Teltech Resource Network February 1997 - October 1997
Skills
Software Documentation, Enterprise Software, ERP, Requirements Analysis, SaaS, Business Process, Management, Software Implementation, Quality Assurance, Process Improvement, Vendor Management, Software Project..., Training, Business Process..., Business Analysis, Business Intelligence, Requirements Gathering, SDLC, Integration, Consulting, SharePoint, User Acceptance Testing, Professional Services, Software Development, Agile Methodologies, Data Conversion, Enterprise Architecture, Microsoft SQL Server, Testing, Databases, Project Management, Resource Management, PMP, MS Project, Program Management, Product Management, IT Strategy, Visio, Scrum, Project Portfolio..., Change Management, IT Management, Team Leadership, Cross-functional Team...
Education
University of Minnesota-Twin Cities
Speech Communications
Randi Thomas, MA, CPM's Johnson Financial Group Experience June 2007 - April 2012
Job Associate Project Manager at Johnson Controls
Industry Information Technology and Services
Experience
Johnson Controls October 2015 - Present
Johnson Controls September 2014 - September 2015
Johnson Controls March 2014 - September 2014
BMO Financial Group October 2013 - March 2014
Racine Vocational Ministry, Inc. March 2013 - September 2013
Racine Vocational Ministry, Inc. November 2012 - September 2013
Johnson Financial Group June 2007 - April 2012
Educators Credit Union May 2004 - June 2007
Skills
Vendor Management, Business Continuity, Banking, Contract Management, Reporting & Analysis, Microsoft Office, Windows 7, Windows Mobile, Windows XP Professional, Asset Management, Technical Training, AV, Customer Service, Telecommunications, Resolving Conflicts, Strategic Planning for..., Employee Mentoring and..., Account Managment, XP, Change Management, Networking, Account Management, Business Intelligence, Outlook, Management, SharePoint, Windows XP
Education
Ashford University 2011 — 2012
Master of Arts (MA), Organizational Management, 4.0
University of Wisconsin-Parkside 2002 — 2006
BA, Business Management
Gloucester County College 1999 — 2001
Transferred Colleges, Computer Information Systems
Johnson Controls October 2015 - Present
Johnson Controls September 2014 - September 2015
Johnson Controls March 2014 - September 2014
BMO Financial Group October 2013 - March 2014
Racine Vocational Ministry, Inc. March 2013 - September 2013
Racine Vocational Ministry, Inc. November 2012 - September 2013
Johnson Financial Group June 2007 - April 2012
Educators Credit Union May 2004 - June 2007
Skills
Vendor Management, Business Continuity, Banking, Contract Management, Reporting & Analysis, Microsoft Office, Windows 7, Windows Mobile, Windows XP Professional, Asset Management, Technical Training, AV, Customer Service, Telecommunications, Resolving Conflicts, Strategic Planning for..., Employee Mentoring and..., Account Managment, XP, Change Management, Networking, Account Management, Business Intelligence, Outlook, Management, SharePoint, Windows XP
Education
Ashford University 2011 — 2012
Master of Arts (MA), Organizational Management, 4.0
University of Wisconsin-Parkside 2002 — 2006
BA, Business Management
Gloucester County College 1999 — 2001
Transferred Colleges, Computer Information Systems
Bushra Latif's Johnson Financial Group Experience January 2012 - Present
Job AVP Information Security at Johnson Financial Group
Industry Banking
Experience
Johnson Financial Group January 2012 - Present
Johnson Financial Group 2008 - February 2012
Johnson Financial Group 2007 - 2008
Johnson Financial Group January 2006 - July 2007
Johnson Financial Group January 2004 - January 2006
Johnson Financial Group October 2003 - January 2004
Johnson Financial Group January 2001 - October 2003
Johnson Financial Group July 1999 - January 2001
HCIA 1995 - 1998
Skills
Customer Service, Microsoft Office, Problem Solving, Outstanding verbal, Risk Assessment, Management, Writing Skills, Online Fraud, System Administration
Education
The Johns Hopkins University 1991 — 1995
B.S., Social & Behavioral Sciences / Public Health
William Penn Sr. High School 1987 — 1991
Diploma
Johnson Financial Group January 2012 - Present
Johnson Financial Group 2008 - February 2012
Johnson Financial Group 2007 - 2008
Johnson Financial Group January 2006 - July 2007
Johnson Financial Group January 2004 - January 2006
Johnson Financial Group October 2003 - January 2004
Johnson Financial Group January 2001 - October 2003
Johnson Financial Group July 1999 - January 2001
HCIA 1995 - 1998
Skills
Customer Service, Microsoft Office, Problem Solving, Outstanding verbal, Risk Assessment, Management, Writing Skills, Online Fraud, System Administration
Education
The Johns Hopkins University 1991 — 1995
B.S., Social & Behavioral Sciences / Public Health
William Penn Sr. High School 1987 — 1991
Diploma
Mary Jo Nowak's Johnson Financial Group Experience March 2005 - Present
Job Account Executive at Johnson Financial Group
Industry Financial Services
Experience
Johnson Financial Group March 2005 - Present
Skills
Insurance, Property & Casualty...
Education
University of Minnesota-Twin Cities 1984 — 1988
Johnson Financial Group March 2005 - Present
Skills
Insurance, Property & Casualty...
Education
University of Minnesota-Twin Cities 1984 — 1988
Kyle Hercher's Johnson Financial Group Experience November 2013 - Present
Job Analyst at Johnson Financial Group
Industry Financial Services
Experience
Johnson Financial Group November 2013 - Present
James Alpha Management April 2013 - August 2013
RBC Wealth Management June 2012 - August 2012
Skills
Customer Service, Leadership, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Financial Modeling, Financial Analysis, Marketing, Business Planning
Education
University of Denver 2009 — 2013
Bachelor of Science (BS), Finance & International Business
University of Denver - Daniels College of Business 2009 — 2013
International Business/Finance, Business
Johnson Financial Group November 2013 - Present
James Alpha Management April 2013 - August 2013
RBC Wealth Management June 2012 - August 2012
Skills
Customer Service, Leadership, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Financial Modeling, Financial Analysis, Marketing, Business Planning
Education
University of Denver 2009 — 2013
Bachelor of Science (BS), Finance & International Business
University of Denver - Daniels College of Business 2009 — 2013
International Business/Finance, Business
Robin Birdsall's Johnson Financial Group Experience May 1996 - Present
Job VP Lending Support Manager at Johnson Financial Group
Industry Banking
Experience
Johnson Financial Group May 1996 - Present
Education
Graduate school of banking madison 2009 — 2011
Banking
Concordia University-Wisconsin 1999 — 2005
Business management, Business
Johnson Financial Group May 1996 - Present
Education
Graduate school of banking madison 2009 — 2011
Banking
Concordia University-Wisconsin 1999 — 2005
Business management, Business
Claude Gray's Johnson Financial Group Experience July 2011 - Present
Job Insurance Sales Executive at Johnson Financial Group
Industry Financial Services
Experience
Johnson Financial Group July 2011 - Present
The Auto Club Group July 2007 - July 2011
The Auto Club Group July 2007 - July 2011
Skills
Sales, Insurance, Property & Casualty..., Health Insurance, Sales Management, Customer Service, Underwriting, Management, Life Insurance, Workers Compensation, Disability Insurance, Team Building, Leadership, Risk Management, Employee Benefits
Education
Kaplan University 2007 — 2008
Johnson Financial Group July 2011 - Present
The Auto Club Group July 2007 - July 2011
The Auto Club Group July 2007 - July 2011
Skills
Sales, Insurance, Property & Casualty..., Health Insurance, Sales Management, Customer Service, Underwriting, Management, Life Insurance, Workers Compensation, Disability Insurance, Team Building, Leadership, Risk Management, Employee Benefits
Education
Kaplan University 2007 — 2008
Lou Ann Morey's Johnson Financial Group Experience 1998 - Present
Job Loan Review Manager at Johnson Bank
Industry Banking
Experience
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
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
Diana Benisch's Johnson Financial Group Experience 2003 - 2008
Job Account Executive of Commerical Lending at PointOne Recruiting Solutions (formerly Management Recruiters of Racine)
Industry Staffing and Recruiting
Experience
PointOne Recruiting Solutions (formerly Management Recruiters of Racine) June 2012 - Present
Johnson Financial Group 2003 - 2008
Southport Bank 2001 - 2003
Skills
Recruiting, Communication, Marketing Strategy, Banking, Retail Banking, Life Insurance, Disability Insurance, Investment Banking, Internet Banking, Commercial Banking, Commercial Lending
Education
Concordia University-Wisconsin 2003 — 2009
Bachelor's degree, Human Resources and Business Management
PointOne Recruiting Solutions (formerly Management Recruiters of Racine) June 2012 - Present
Johnson Financial Group 2003 - 2008
Southport Bank 2001 - 2003
Skills
Recruiting, Communication, Marketing Strategy, Banking, Retail Banking, Life Insurance, Disability Insurance, Investment Banking, Internet Banking, Commercial Banking, Commercial Lending
Education
Concordia University-Wisconsin 2003 — 2009
Bachelor's degree, Human Resources and Business Management
Don Brovick's Johnson Financial Group Experience July 2014 - Present
Job Vice President Corporate Retirement Plans at Johnson Financial Group
Industry Financial Services
Experience
Johnson Financial Group July 2014 - Present
J.P. Morgan Retirement Plan Services May 1993 - July 2014
Skills
Investments, Banking, Financial Analysis, Risk Management, Portfolio Management, Business Analysis, Finance, Financial Services, Asset Management, Equities
Education
Marquette University 1989 — 1993
Bachelor of Science (BS), Business Economics
Johnson Financial Group July 2014 - Present
J.P. Morgan Retirement Plan Services May 1993 - July 2014
Skills
Investments, Banking, Financial Analysis, Risk Management, Portfolio Management, Business Analysis, Finance, Financial Services, Asset Management, Equities
Education
Marquette University 1989 — 1993
Bachelor of Science (BS), Business Economics
Ashley Langdon's Johnson Financial Group Experience February 2013 - Present
Job Senior Check Processor at Johnson Financial Group
Industry Financial Services
Experience
Johnson Financial Group February 2013 - Present
Johnson Financial Group July 2006 - February 2013
Blockbuster July 2003 - July 2006
Skills
Banking, Account Reconciliation, Management, Sales, Accounting, Retail Category..., Food Service Operations, Food Service Sanitation, Cash Handling Experience, Inventory, Customer Service, Customer Satisfaction
Education
University of Phoenix 2008 — 2010
Associate of Arts (A.A.), Accounting
Tremper High School 1998 — 2001
Johnson Financial Group February 2013 - Present
Johnson Financial Group July 2006 - February 2013
Blockbuster July 2003 - July 2006
Skills
Banking, Account Reconciliation, Management, Sales, Accounting, Retail Category..., Food Service Operations, Food Service Sanitation, Cash Handling Experience, Inventory, Customer Service, Customer Satisfaction
Education
University of Phoenix 2008 — 2010
Associate of Arts (A.A.), Accounting
Tremper High School 1998 — 2001
Jill Spielmann's Johnson Financial Group Experience July 2015 - Present
Job Wealth Management
Industry Financial Services
Experience
Johnson Financial Group July 2015 - Present
Property Management June 2014 - June 2015
Associated Private Client & Institutional Services April 2011 - June 2014
M&I Wealth Mangement June 1999 - April 2011
Skills
Investments, Portfolio Management, Private Clients, Credit Analysis, Commercial Banking, Commercial Lending, Small Business Lending, Loans, Wealth Management, Cash Management, Private Banking
Education
Cardinal Stritch University 2004 — 2004
Master of Business Administration (MBA)
University of Wisconsin Whitewater
Bachelor of Business Administration (BBA), Finance
Johnson Financial Group July 2015 - Present
Property Management June 2014 - June 2015
Associated Private Client & Institutional Services April 2011 - June 2014
M&I Wealth Mangement June 1999 - April 2011
Skills
Investments, Portfolio Management, Private Clients, Credit Analysis, Commercial Banking, Commercial Lending, Small Business Lending, Loans, Wealth Management, Cash Management, Private Banking
Education
Cardinal Stritch University 2004 — 2004
Master of Business Administration (MBA)
University of Wisconsin Whitewater
Bachelor of Business Administration (BBA), Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY