LaSalle Global Trust Services
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LaSalle Global Trust Services Employees
Bank of America Merrill Lynch September 2007 - Present
Bank of America Merrill Lynch 2007 - 2011
ABN AMRO / LaSalle / Bank of America 2007 - 2009
LaSalle Global Trust Services 2007 - 2009
LaSalle Bank / Bank of America 2007 - 2008
LaSalle Bank 2007 - January 2007
Bank of America 1997 - 2003
Skills
Process Improvement, Business Analysis, Program Management, Business Process..., Business Strategy, Change Management, Coaching, MS Project, Management, Management Consulting, Organizational..., PMO, PMP
Education
University of Missouri-Saint Louis 1992 — 1999
University of Missouri-Columbia 1989 — 1991
US Bank February 2011 - Present
Bank of America Merrill Lynch August 2006 - April 2011
LaSalle Global Trust Services August 2007 - July 2009
LaSalle Bank August 2006 - August 2007
JP Morgan Chase June 2005 - August 2006
Education
Eastern Illinois University 2003 — 2005
Master's, Business Administration
Eastern Illinois University 1999 — 2003
Bachelor of Science, Kinesiology
Providence
4 Your Wealth Financial December 2013 - Present
Bank of America Merrill Lynch November 2007 - August 2010
LaSalle Global Trust Services January 1999 - November 2007
Bankers Trust May 1992 - January 1999
Skills
Accounting, Process Improvement, Financial Analysis, Financial Statements, Finance, Tax, Internal Controls, Analysis
Education
California State University-Los Angeles
bachelor of science, business administration - accounting
Fifth Third Bank June 2012 - Present
Little Beans Cafe LLC January 2009 - June 2012
Bank of America November 2009 - November 2011
LaSalle Global Trust Services March 2008 - November 2009
LaSalle Bank July 2005 - March 2008
Motorola, Inc January 1999 - July 2005
Skills
Financial Analysis, Financial Modeling, Financial Services, Forecasting, Portfolio Management, Credit Analysis, Loans, Credit, Banking, Due Diligence, Risk Management, Mergers & Acquisitions, Finance, Structured Finance, Management, Cash Flow, Valuation, Fixed Income, Relationship Management, Analysis, Capital Markets, Corporate Finance, Accounting, Investments, Cash Management, Financial Markets, Leveraged Finance, Equities, Securitization, Investment Banking, Securities, Bonds, Asset Management, Credit Risk, Financial Risk
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2004
MBA, Finance & Marketing
Indiana University - Kelley School of Business 1994 — 1998
Bachelor of Science, Finance
Cortland Capital Market Services June 2008 - Present
LaSalle Global Trust Services April 2006 - June 2008
Education
Drake University Law School 2000 — 2003
J.D., Law
Coe College 1996 — 2000
B.A., Business, Political Science
The University of Chicago May 2015 - Present
The University of Chicago January 2015 - May 2015
The University of Chicago June 2013 - December 2014
University of Chicago February 2012 - May 2013
US Bank February 2011 - January 2012
Bank of America August 2007 - January 2011
LaSalle Global Trust Services August 2007 - February 2010
Skills
Excel, Word, Access, VBA, SQL, Corporate Trust, Structured Finance, Structured Products, ABS, Financial Modeling, Residential Mortgages, Financial Reporting, Fixed Income, Bloomberg, Financial Analysis, Risk Management, Derivatives, Portfolio Management, Alternative Investments, Equities, Investments, Hedge Funds, Securities, Asset Management, Valuation, Securitization, Relationship Management, Swaps, Microsoft Excel, Liquidity Analysis
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Saint Louis University 2003 — 2007
BSBA, Finance & Spanish
Benet Academy 1999 — 2003
PwC August 2014 - Present
Education Pioneers June 2014 - August 2014
PwC June 2013 - August 2013
Bank of America August 2011 - August 2012
Bank of America December 2010 - September 2011
Bank of America December 2009 - December 2010
LaSalle Global Trust Services July 2009 - December 2009
LaSalle Global Trust Services July 2008 - July 2009
ABN-AMRO/LaSalle Bank June 2007 - August 2007
ABN-AMRO/LaSalle Bank June 2006 - August 2006
Skills
Banking, Financial Analysis, Data Analysis, Project Management, Process Improvement, Relationship Management, Business Analysis, Financial Modeling, Risk Management, Strategic Planning, Microsoft Excel, Management, Cross-functional Team..., Analysis, Recruiting, Team Leadership, Leadership, Business Strategy, Training, Strategy, Finance, Management Consulting, Change Management, Business Process, Budgets, Business Process..., Human Resources, Forecasting, Mergers & Acquisitions, Software Documentation
Education
University of Michigan 2012 — 2014
Master of Business Administration (M.B.A.), Organizational Strategy
Morehouse College 2004 — 2008
Bachelor of Arts Degree, Accounting
Morgan Park High School 2000 — 2004
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch April 2013 - May 2015
Bank of America Merrill Lynch November 2011 - April 2013
Bank of America Merrill Lynch April 2009 - November 2011
LaSalle Global Trust Services June 2008 - April 2009
LaSalle Bank October 2006 - June 2008
LaSalle Bank February 2006 - October 2006
Jordan, Knauff & Company June 2004 - March 2005
Skills
Credit Risk, Securities, Financial Risk, CDO, Counterparty Risk, Bloomberg, Investment Banking, Risk Management, CLO, Corporate Trust, SQL, Capital IQ, Financial Services, Custody, Risk, Spotfire, Mergers, FactSet
Education
DePaul University 2000 — 2004
BS, Finance and Economics
South Texas Vocational Technical Institute June 2015 - Present
Lakeshore Management, Inc. March 2010 - June 2014
LaSalle Global Trust Services June 2007 - July 2008
Federal Home Loan Bank of Chicago November 2003 - May 2007
GMAC Commercial Mortgage July 1999 - March 2002
Skills
Loan Servicing, Loans, Customer Service, Financial Analysis, Accounting, Banking, Account Reconciliation, Finance, Microsoft Excel, Access, Microsoft Office, Budgets, Accounts Payable, Management, Auditing, Risk Management, PowerPoint, Microsoft Word, Internal Audit, QuickBooks, Rent Manager
Education
Keller Graduate School of Management of DeVry University 2007 — 2009
MAFM, Accounting/Finance
North Park University 1995 — 1999
BS, International Business
U.S. Bank September 2014 - Present
US Bank 2011 - September 2014
Bank of America Merrill Lynch 2009 - 2011
LaSalle Global Trust Services 2007 - 2009
Washington Mutual 2003 - 2007
Skills
Financial Modeling, Banking, Fixed Income, Valuation, Derivatives, Securities, Business Analysis, Finance, Capital Markets, Corporate Finance, Analysis, Credit Analysis, Risk Management, Bloomberg, Portfolio Management, Asset Management, Financial Risk, Credit Risk, Financial Analysis, Credit, Commercial Banking, Loans, Investments, Equities, Cash Management, Financial Services, Structured Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2015 — 2017
Master of Business Administration (MBA)
Northeastern Illinois University 2001 — 2003
BS, Finance
US Bank June 2011 - Present
Cortland Capital Market Services LLC October 2009 - June 2011
LaSalle Global Trust Services October 2007 - October 2009
LaSalle Bank November 1997 - October 2007
Bankers Trust January 1995 - November 1997
Long Beach Mortgage April 1994 - January 1995
Saddington * Cacciamatta March 1992 - April 1994
Security Pacific Bank June 1991 - March 1992
KPMG Peat Marwick June 1988 - June 1991
Education
University of Utah - David Eccles School of Business
MBA, Taxation
Brigham Young University
BS, Accounting
Northern Trust Company June 2008 - Present
LaSalle Global Trust Services April 2008 - June 2008
LaSalle Bank, NA April 2007 - April 2008
LaSalle Bank, NA October 2004 - April 2007
RSM McGladrey October 2003 - October 2004
Northern Trust Company January 1993 - October 2003
Skills
Risk Management, Financial Risk, Banking, Capital Markets, Financial Services, Treasury Management, Investments, Asset Managment, Corporate Governance, Asset Management, Internal Audit, Fiduciary, Trust Services, Internal Controls, Governance, Operational Risk, Portfolio Management, Mutual Funds, Finance, Compliance, Securities, Loans, Financial Analysis, Management, Executive Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
MBA, Finance & Management Accounting
DePaul University 1986 — 1989
BS, Finance
Augustana College 1984 — 1986
Studied Chemistry and Business
US Bank February 2011 - Present
Bank of America Merrill Lynch 2008 - March 2011
LaSalle Global Trust Services 2008 - 2009
LaSalle Global Trust Services January 2008 - October 2008
Washington Mutual Mortgage Securities Corp. 1999 - 2007
Washington Mutual Mortgage Securities Corp. 2001 - 2004
Washington Mutual Mortgage Securities Corp. 2000 - 2001
PNC Mortgage Securities Corp. 1999 - 2000
Sunbelt National Mortgage 1998 - 1999
Title Examiner 1996 - 1998
Skills
Vendor Management, Contract Negotiation, Securitization, Sarbanes-Oxley Act, Loan Servicing, Auditing, Credit, Banking, Relationship Management, Risk Management, Asset Managment, Loan Origination, Mortgage Lending, Commercial Banking, Credit Risk, Finance, Financial Analysis, Financial Risk, Mortgage Underwriting
Education
DePaul University 1988 — 1993
BS, Finance
LaSalle Global Trust Services 2007 - Present
Ernst & Young December 2003 - March 2007
Education
Baldwin Wallace University 2000 — 2004
Cortland Capital Market Services July 2008 - Present
LaSalle Global Trust Services October 1997 - July 2008
LaSalle Bank N.A 1997 - 2008
Skills
CMBS, Securitization, Structured Finance, CDO, Asset Managment, Due Diligence, Capital Markets, Private Equity, Credit Analysis, Hedge Funds, Banking, Financial Analysis, Real Estate Economics, Loans, Financial Services, Asset Management, Portfolio Management, Fixed Income, Structured Products
Education
DePaul University 1997 — 2000
Bachelor of Science (BS), Finance
North Park University 1996 — 1997
New Trier
Kramer Van Kirk Credit Strategies LP March 2012 - Present
Neuberger Berman May 2010 - May 2012
Bank of America May 2009 - May 2010
LaSalle Global Trust Services June 2007 - May 2009
Northern Trust 2005 - 2007
Skills
Fixed Income, Equities, Financial Analysis, Mutual Funds, Derivatives, Bloomberg, Securities, Financial Modeling, Valuation, Portfolio Management, Capital Markets, Investments, Banking, Asset Management, Investment Banking, Hedge Funds
Education
Skidmore College 2001 — 2005
Bachelor, Business Management, and Political Science
Verizon Wireless December 2009 - Present
LaSalle Global Trust Services February 2008 - May 2009
LaSalle Bank July 2007 - February 2008
JPMorgan July 2000 - June 2007
Bank One October 1997 - July 2000
Skills
Finance, Project Management, Call Centers, Telecommunications, Business Analysis, Team Leadership, Analysis, Vendor Management, Process Improvement, Management, Program Management, Project Planning, Credit, Business Development, Banking, Business Process..., Risk Management, Training, Strategy, Software Documentation, Cross-functional Team..., Team Management, Business Process, Financial Modeling, Investments, CRM, Financial Analysis, Access, Forecasting, Leadership
Education
Saint Xavier University 2007 — 2009
MS, Project Management
Saint Xavier University 1993 — 1995
MBA, Project Management
Northern Illinois University - College of Business 1987 — 1991
Marketing
Little Sisters of the Poor July 2009 - June 2010
Cortland Capital Market Services LLC July 2008 - July 2009
LaSalle Global Trust Services June 2005 - June 2008
LaSalle Bank January 2003 - May 2005
LaSalle Bank January 2001 - December 2002
LaSalle Bank September 1998 - December 2000
Skills
Risk Management, Credit, CDO, Collateral Management, Fixed Income, Bloomberg
Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
Finance
LaSalle Global Trust Services June 2007 - Present
Education
Marquette University 1992 — 1997
US Bank February 2011 - Present
Bank of America Merrill Lynch November 2008 - February 2011
LaSalle Global Trust Services July 2004 - October 2008
LaSalle Bank February 2002 - June 2004
LaSalle Bank October 1999 - February 2002
TetraTech, Inc. August 1998 - August 1999
Wells Fargo December 1996 - November 1997
Wells Fargo March 1993 - November 1996
Skills
Loans, Financial Analysis, Loan Servicing, Portfolio Management, Customer Service, Asset Management, Management, Asset Managment
Education
Sonoma State University 1990 — 1995
BA in Management, Concentrations in Finance and Economics
VivaKi October 2014 - Present
VivaKi October 2013 - October 2014
Bank of America November 2007 - March 2010
LaSalle Global Trust Services January 2007 - November 2007
Theatre Row Studios May 2004 - June 2005
Skills
Banking, Lotus Notes, Administrative..., Customer Service, Event Planning, Loans, Microsoft Office, Office Management, Microsoft Excel, Visio, Project Management, Microsoft Word, Event Management, Human Resources
Education
Syracuse University 2000 — 2004
Bachelor of Fine Arts (BFA), Musical Theatre
Cortland Capital Market Services LLC November 2013 - Present
Passion Fire Media January 2012 - November 2014
LanguageLine Solutions April 2011 - October 2013
Lavante, Inc. November 2009 - April 2011
LaSalle Global Trust Services April 2005 - June 2008
Ford Motor Credit Company March 2004 - April 2005
Skills
Strategic Planning, Project Management, Contract Negotiation, Process Improvement, Team Management, Reporting & Analysis, Relation Management, PR Campaigns & Press..., Internet & New Media..., Software Testing, Auditing, Leadership, Testing, Accounting, Team Leadership, Training, Finance, Analysis, Cross-functional Team..., Data Analysis, Entrepreneurship, Marketing, Management, Negotiation, Financial Analysis
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
Master of Business Administration (M.B.A.), Finance, General
Berklee College of Music 2008 — 2012
Master Certificate, Music Business
DePaul University 1999 — 2003
Bachelor of Science (B.S.), Finance
Benet
The Ayco Company, L.P. October 2009 - Present
LaSalle Global Trust Services October 2007 - September 2009
LaSalle Bank 2006 - 2006
Skills
Wealth Management, Income Tax, Investment Advisory, Asset Management, Financial Analysis, Retirement Planning
Education
College for Financial Planning 2008 — 2009
CFP Education Requirement, Financial Planning
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor, Finance
Cortland Capital Market Services LLC July 2008 - Present
Bank of America 2008 - 2008
LaSalle Global Trust Services 2005 - 2008
ABN AMRO Bank 1998 - 2005
Sakura Bank 1996 - 1998
Skills
Financial Analysis, Capital Markets, Credit, Project Management, Hedge Funds, Business Analysis, Banking, Investments, Fixed Income, Finance, Alternative Investments, Financial Services, Portfolio Management, Asset Managment, Customer Service, Private Equity, Operations Management, Bloomberg, Credit Analysis, Investment Banking, Asset Management, Auditing, Structured Finance, Process Improvement, Accounting, Derivatives, Equities, Risk Management, Securities, Commercial Banking, Structured Products, Financial Reporting, Financial Modeling
Education
University of Illinois at Chicago
Cortland Capital Market Services LLC January 2010 - Present
LaSalle Global Trust Services 1994 - 2009
Education
California State Polytechnic University-Pomona 1984 — 1988
BS, Finance