M&I Marshall & Ilsley Bank
Industry: Bank
DescriptionMarshall & Ilsley Corporation was a U.S. bank and diversified financial services corporation headquartered in Milwaukee, Wisconsin, that was purchased by Bank of Montreal in 2010. The bank was founded in 1847 and by 2008 the bank had assets of $63.5 billion and over 250 branches. Headquarters: Milwaukee, WI Ceased operations: July 5, 2011 Successor: BMO Harris Bank Founded: 1847 Parent organization: Bank of Montreal
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M&I Marshall & Ilsley Bank Employees
BMO Harris Bank July 2012 - June 2014
M&I Marshall & Ilsley Bank March 2006 - July 2012
Colonial Bank 2001 - 2005
Citizens City & County Bank March 1997 - May 2001
Skills
Small Business Lending, Commercial Banking, Commercial Lending, Credit, Loans, Business Banking, Compliance, Project Management, Credit Administration, Training, Process Improvement, Process Development, Retail Banking, Mortgage Lending, Loan Origination, Finance, Banking, Credit Analysis, Financial Services, Underwriting
Education
Samford University 2004 — 2005
Paralegal Studies
Alabama Banking School 2003 — 2004
American Institute of Bankers 2002 — 2004
Bank Operations Diploma
American Institute of Bankers 2002 — 2003
General Banking Diploma
University of North Alabama 1990 — 1995
Bachelor of Science (B.S.), History/Art History
Monona State Bank December 2013 - Present
TEMPO July 2013 - Present
BMO Harris Bank October 2007 - December 2013
M&I Marshall & Ilsley Bank July 2002 - October 2007
Madison, WI September 1997 - July 2002
Skills
Management, Banking, Financial Analysis, Finance, Small Business Lending, Loans, Consumer Lending, Credit, Risk Management, Retail Banking, Investments, Mortgage Lending, Loan Origination, Treasury Management, Lines Of Credit, Relationship Management
Education
Lakeland College
Bachelor's degree, Business Management
Ixonia Bank June 2015 - Present
BMO Harris Bank, M&I Marshall & Ilsley Bank January 2005 - December 2013
M&I Marshall & Ilsley Bank August 2002 - December 2004
Mercantile Bank of Michigan December 1999 - April 2002
Skills
Leadership, Commercial Lending, Sales, Integrity, Strategic Partnerships, Banking, Commercial Banking, Business Relationship..., Loans, Retail Banking, Credit, New Business Development, Strategy, Management, Small Business Lending, Team Leadership, Cross-functional Team..., Mortgage Lending, Lines Of Credit, Consumer Lending, Cross Selling, Coaching, Treasury Management, Credit Analysis, Strategic Leadership, Executive Coaching, Relationship Management, Financial Services, Team Building, Customer Service
Education
Mount Mary College
Bachelor's Degree, Business Administration
Jewelers Mutual Insurance Company June 2014 - Present
Jewelers Mutual Insurance Company November 2008 - June 2014
J.J. Keller & Associates April 2007 - November 2008
Fiserv January 2005 - April 2007
Fiserv January 2001 - January 2005
FIS (F/K/A Metavante & M&I Data Services) March 1998 - January 2001
M&I Marshall & Ilsley Bank July 1996 - March 1998
Skills
Business Analysis, Project Management, SDLC, Management, Strategy, E-commerce, Program Management, Process Improvement, Agile Methodologies, Leadership, Business Intelligence, User Interface Design, Strategic Planning, Integration, Business Process..., User Experience, Visio, Requirements Analysis, Usability, Fresh Ideas, Business Requirements, Product Management, Business Architecture, Scrum, Training, Agile Project Management, Enterprise Architecture, Usability Testing, Testing, Information Architecture, Software Project..., SharePoint, Corporate Development, Software Documentation
Education
Concordia University-Wisconsin 1991 — 1996
Bachelors, Majors: Finance, Management, Business Minor: Aviation Sciences
International Paper March 2014 - Present
xpedx, a division of International Paper February 1987 - March 2013
M&I Marshall & Ilsley Bank June 1982 - February 1987
Skills
Credit, Finance, Accounts Receivable, Risk Management, Financial Analysis, Sarbanes-Oxley Act, Credit Management, SAP, Accounting, Financial Reporting, Credit Risk, Microsoft Excel, Portfolio Management, Lines Of Credit, JD Edwards, General Ledger, Financial Risk, Key Account Management, Cash Management, New Business Development, Account Reconciliation, Financial Statement..., Managerial Finance, Strategic Financial..., Working Capital..., Competitive Analysis, Cost Accounting, P&L, Negotiation, Corporate Finance, Microsoft Word, Dispute Resolution, Business Analysis, Outlook, Balance Sheet, Income Statement, Analytical Skills, Banking, Customer Oriented, Auditing, Mergers & Acquisitions, Collections, A/R collections, Multi-State Sales Tax, Procedure Manuals, Financial Risk..., Monthly Close Process, Financial Policies &...
Education
Carroll College 1978 — 1982
Bachelor of Science, Business Administration
David V. Jennings Real Estate Consultants June 2010 - Present
Furniture Clearance Center, Division of Porter's of Racine 2000 - April 2010
Heilig-Meyers Furniture Co. March 1995 - December 1999
Godfrey, Braun & Hayes Law Firm 1977 - 1992
Reinhart Boerner Van Deuren s.c. 1975 - 1977
M&I Marshall & Ilsley Bank 1970 - 1973
Skills
Real Estate Transactions, Litigation, Negotiation, Real Estate, Bankruptcy, Commercial Litigation, Estate Planning, Due Diligence, Trusts, Legal Research, Courts, Civil Litigation, Mediation, Licensing, Commercial Real Estate, Arbitration, Corporate Law, Wills, Appeals, Mergers & Acquisitions, Employment Law, Legal Writing, Corporate Governance, Family Law
Education
Marquette University Law School 1973 — 1975
J.D., Law
College of the Holy Cross 1966 — 1970
A.B., Economics/Accounting
BMO Financial Group September 2002 - Present
M&I Marshall & Ilsley Bank May 2000 - Present
Skills
Budget Setting, Financial Goals
Education
Glendale Community College 2000 — 2002
Ironwood High School 1996 — 2000
Oak Hill Business Partners August 2011 - Present
Trinity Corporate Financial Advisors, LLC November 2010 - August 2011
US Bank December 2006 - October 2010
CU BizSource, LLC 2005 - 2006
Americans for Prosperity Foundation May 2004 - May 2005
Hudson Highland Group March 2003 - May 2004
Anderson/Roethle, Inc. August 1997 - February 2003
M&I Marshall & Ilsley Bank 1979 - 1996
Marine National Exchange Bank February 1978 - October 1979
Chemical Bank 1976 - 1978
Skills
Commercial Lending, Policy, New Business Development, Strategic Planning, Investment Banking, Funding, Private Equity, Mergers, Venture Capital, Management Consulting, Investments, Banking, Credit, Commercial Banking, Loans, Corporate Finance, Financial Analysis, Due Diligence, Valuation, Risk Management, Restructuring, Capital Markets, Business Planning, Business Strategy, Compliance, Integrity, Finance, Leadership, Start-ups, Strategy, Mergers & Acquisitions, Business Development, Securities, Management, Entrepreneurship, Financial Services, Portfolio Management, Analysis, Budgets, Change Management, Consulting, Corporate Governance, Credit Analysis, Cross-functional Team..., Financial Modeling, Relationship Management, Small Business, Strategic Financial..., Treasury Management, Wealth Management
Education
The Tuck School of Business at Dartmouth 1973 — 1975
MBA, Finance & Marketing
Trinity College-Hartford 1967 — 1971
AB, History
Associated Bank September 2015 - Present
Associated Bank January 2010 - Present
Roc Ranch May 2010 - June 2014
HENNES SERVICES April 2009 - July 2009
Independent Financial Consultant January 2009 - July 2009
M&I MARSHALL & ILSLEY BANK January 1994 - January 2009
M&I Marshall & Ilsley Bank November 1994 - May 2004
Southeast Wisconsin January 1994 - January 1997
Skills
Strategic Planning, Risk Management, Treasury Management, Loans, Accounting, Management, Budgets, Negotiation, Cash Management, Financial Analysis, Commercial Banking, New Business Development, Process Improvement, Portfolio Management, Banking, Leadership, CRM, Commercial Lending, Finance, Credit, Sales, Analysis, Relationship Management, Training, Deposits, Small Business Lending
Education
Milwaukee Area Technical College 1989 — 1991
Personnel Management
Union Grove High School 1985 — 1988
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 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
MidAmerica Bank August 2012 - Present
Greenwood's State Bank/Greenwoods Financial Group, Inc October 2009 - January 2012
M&I Marshall & Ilsley Bank January 1972 - February 2006
Education
Luther College 1963 — 1967
BA, Accounting
Bank Administration Institute 1976 — 1978
Bank Controllership, Bank Controllership
US Air Force-Maxwell AFB 1986 — 1988
Air War College, Sr AF Service School
US Air Force-Maxwell AFB 1984 — 1985
Air Command & Staff School, AF Field Officer Service School
US Air Force-Maxwell AFB 1982 — 1983
Squadron Officer School
A Moment In Time Photography January 1998 - Present
M&I Marshall & Ilsley Bank December 2008 - May 2010
M&I Marshall & Ilsley Bank May 2008 - December 2008
M&I Marshall & Ilsley Bank August 2006 - May 2008
M&I Marshall & Ilsley Bank October 2005 - August 2006
Isabella Bank & Trust 2001 - 2003
Skills
Wedding Photography, Photography, Weddings, Credit, Small Business, Loans, Social Media, Banking, Digital Photography, Accounting, Public Speaking, Photoshop
Education
Central Michigan University 1999 — 2000
Ministry Health Care August 2010 - Present
Ministry Health Care October 2009 - August 2010
Marshall & Ilsley Corporation April 2005 - July 2009
Marshall & Ilsley Corporation April 2001 - April 2005
Marshall & Ilsley Corporation May 1996 - April 2001
M&I Marshall & Ilsley Bank November 1992 - May 1996
Skills
Workday, PeopleSoft, HRIS, Human Resources, Benefits Administration, Employee Benefits, Retirement Benefits, Customer Service, Process Improvement, Leadership, Employee Relations, Software Documentation, Microsoft Office, Commercial Banking, Performance Management, Microsoft Excel, Access, Training, Management, Team Building
Education
Mount Mary College 2003 — 2005
Bachelor of Arts (BA), Business/Professional Communication
University of Wisconsin-Manitowoc County 1989 — 1991
German Translation
BMO Harris Bank July 2015 - Present
BMO Harris Bank N.A. July 2012 - Present
BMO Harris Bank April 2010 - June 2012
M&I Marshall & Ilsley Bank 2008 - 2010
Skills
Credit Analysis, Business Lending, Business Deposit and..., Customer Service, Portfolio Management, Commercial Banking, Loans, Analysis, Underwriting, Finance, Credit, Commercial Lending, Banking, Financial Analysis, Small Business Lending, Lines Of Credit, Credit Risk, Loan Origination
Education
University of Wisconsin-Whitewater 2014 — 2018
Master of Business Administration (MBA)
Business Banking Development Program - BMO Harris Bank 2012 — 2012
Business banking credit analysis
UW - Whitewater 2006 — 2008
Bachelor of Arts (B.A.), English Language and Literature, General, 4.0
UW - Whitewater 2006 — 2007
Bachelor's degree, Liberal Studies and Criminal Justice, 4.0
Marquette University 2004 — 2005
Pre Law, 4.0
Southern AgCredit June 2013 - Present
University of Southern Mississippi September 2009 - December 2012
Beau Rivage May 2011 - July 2011
Integrity's Sport Shack January 2006 - April 2010
US Navy Reserve March 2000 - June 2007
M&I Marshall & Ilsley Bank July 2001 - August 2005
US Navy February 1992 - March 2000
Skills
Adobe Creative Suite, Illustrator, Photography, Photoshop, InDesign, Dreamweaver, Logo Design, Brochures, Graphic Design, Graphics, Packaging, Typography, Book Design, Digital Photography, QuarkXPress, Adobe Acrobat, Web Design, Video Editing, Mac, Drawing, Art Direction, Creative Direction, Brand Development, Copywriting, HTML, Email Marketing, Advertising, Illustration, Microsoft Office, Social Networking, Direct Mail, Branding & Identity, Layout, Vector Illustration, Posters, Magazine Design, Art, Newsletters, Corporate Identity, Creative Strategy, Facebook, Image Editing
Education
University of Southern Mississippi 2009 — 2012
BFA, Graphic Design, Honors
University of Maryland University College 1995 — 1998
AA, General
Arizona Business Bank October 2014 - Present
BMO Harris Bank July 2011 - October 2014
M&I Marshall & Ilsley Bank October 2009 - July 2011
1st National Bank of South Florida June 2007 - November 2008
National Bank of Arizona June 2004 - June 2007
First Magnus Financial October 1999 - March 2004
Skills
Loans, Credit, Banking, Commercial Lending, FHA, Commercial Banking, Lines Of Credit, Credit Analysis, Financial Analysis, Portfolio Management, Customer Service, Risk Management
Education
University of Phoenix 2009 — 2011
Bachelor of Business Administration (BBA), Finance, General, 3.0
University of Phoenix 2007 — 2009
Associate's degree, Accounting, 3.5
American Bank June 2015 - Present
American Bank June 2015 - Present
PyraMax Bank March 2009 - June 2015
M&I Marshall & Ilsley Bank April 2001 - January 2009
Waukesha State Bank May 1982 - April 2001
Skills
Consumer Lending, Loans, Credit, VA loans, Mortgage Lending, Commercial Mortgages, Mortgage Banking, Cash Management, Retail Banking, Lines Of Credit, Commercial Lending, Commercial Banking, Underwriting, Small Business Lending, Credit Risk, Refinance, Loan Origination, Cross Selling, SBA, Banking, FHA, Credit Analysis
Education
Evangel University 1983 — 1986
B.A. Business Management, Business
KeyBank January 2014 - Present
KeyBank October 2009 - January 2014
Harris N.A. f February 2008 - May 2009
Lincoln State Bank January 2006 - February 2008
Lincoln State Bank January 2000 - December 2005
M&I Marshall & Ilsley Bank July 1998 - January 2000
M&I Marshall & Ilsley Bank June 1997 - July 1998
Skills
Commercial Banking, Credit, Cash Management, Customer Relations, Risk Management, New Business Development, Sales Management, Budgeting, Financial Analysis, Strategic Planning, Corporate Finance, Budgets, Loans, Finance, Portfolio Management, Credit Analysis, Mergers & Acquisitions, Banking, Leadership, Retail Banking, Investments, Management, Underwriting, Analysis, Financial Services, Small Business Lending, Treasury Management, CRM, Sales, Customer Service, Strategy
Education
University of Saint Thomas 1993 — 1997
B.A., Finance
University of Colorado at Boulder 2003 — 2005
Graduate School of Banking
BankUnited April 2012 - Present
RBC Bank September 2010 - April 2012
Recovery Real Estate Advisors January 2009 - October 2010
M&I Marshall & Ilsley Bank July 2006 - January 2009
KeyBank Real Estate Capital 2001 - 2006
SunTrust Bank 1990 - 2001
Skills
Real Estate, Underwriting, Loans, Commercial Banking, Real Estate Finance, Workout Strategy, Sales Management, Real Estate Economics, Due Diligence, Financial Analysis, Residential Homes, Asset Management, Investment Properties, Real Estate Transactions, Finance, Leadership, Commercial Mortgages, Real Estate Development, Appraisals, Credit, Commercial Real Estate, Investments, Leases, Banking, Property Management, Location Intelligence, Credit Analysis, Construction Loans, Real Estate Financing, Disposition, Mergers & Acquisitions, Commercial Lending, Team Building, Valuation, Negotiation, Foreclosures, Portfolio Management, Mortgage Lending, Management, Loan Origination, Corporate Real Estate, Workout, Financial Structuring, Brokerage, REO, Commercial Real Estate..., Small Business Lending, Loan Modifications, Asset Based Lending, CMBS
Education
University of Florida - Warrington College of Business Administration 1976 — 1980
BSBA, Finance and Real Estate
Kolesar & Leatham August 2015 - Present
Thrivent Financial February 2013 - August 2015
M&I Marshall & Ilsley Holdings, Inc. A part of BMO Financial Group October 1998 - July 2012
University of Phoenix 2008 - 2010
M&I Servicing Corp. June 1991 - September 1998
Marshall & Ilsley Corporation September 1986 - May 1991
M&I Marshall & Ilsley Bank June 1981 - August 1986
Skills
Licensed Life Insurance, Term Life Insurance, Permanent Life Insurance, Investments, Retirement Planning, Retirement Savings, IRAs, Roth IRA, Mutual Funds, Variable Annuities, Fixed Annuities, 403 b, 401k Rollovers, Long Term Care Insurance, Living Generously
Education
University of Phoenix 1997 — 1999
Master of Business Administration (MBA)
Concordia University-Wisconsin 1989 — 1991
BA
JPMorgan Chase & Co. September 2015 - Present
Western Federal Credit Union February 2015 - Present
Western Federal Credit Union February 2014 - February 2015
BMO Harris Bank December 2011 - December 2013
BMO Harris Bank November 2010 - December 2011
M&I Marshall & Ilsley Bank May 2006 - November 2010
M&I Bank January 2003 - May 2006
M&I Bank January 2002 - January 2003
M&I Bank December 1998 - January 2002
Skills
Banking, Customer Service, Credit, Loans, Risk Management, Cross Selling, Word, PowerPoint, Microsoft Office, Retail Banking, Problem Solving, Management, Sales, Cash Handling Experience, Building Relationships, Job Scheduling, Organizing Meetings, Leading Meetings, Communication Skills, Time Management, Consumer Lending, Lines Of Credit, Deposits, Branch Banking, Branch Management, Personal Banking, Credit Cards, Internet Banking, Coaching, Team Building, Training, Home Equity Loans, Credit Analysis
Education
Cardinal Stritch University
Bachelor of Science, Business Management
Waukesha County Technical College
Technical Certificate, Human Resources
MATC January 2015 - Present
Concordia University Wisconsin 2013 - Present
Marquette University High School August 1999 - Present
Marquette University High School August 2002 - March 2013
Fairfield University 1995 - 1999
GE Capital 1993 - 1995
M&I Marshall & Ilsley Bank 1989 - 1991
M&I Bank 1986 - 1991
Skills
Overcome Obstacles, Public Speaking, Teaching, Customer Service, Strategic Planning, Leadership Development, Motivational Speaking, Management, Budgets, Teamwork
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA-Fuqua, Finance
University of Wisconsin-Whitewater 1982 — 1986
BBA, Finance
Marquette High School 1979 — 1982
Harrigan Development Services March 2012 - Present
The Home Depot February 2012 - Present
M&I Marshall & Ilsley Bank November 2007 - January 2010
Arthur Andersen Worldwide Center for Business Education October 1997 - October 2000
NPR October 1994 - January 1997
Skills
Customer Service, Public Speaking, Creative Writing, Writing, Mentoring, Job Placements, Sales, Job Coaching, Journalism, Interviewing Skills, Copy Editing, Storytelling, Customer Relations, Assessment Skills, Collaborative Problem..., Customer Satisfaction, Branch Banking, On-air Announcing, Radio Host, Radio Promotions, Radio Production, Voice Over, News Writing, Features, Team Building, Training, Editing
Education
Northern Illinois University
Liberal Arts and Sciences
University of Iowa
Liberal Arts and Sciences
Investors Community Bank April 2014 - Present
Investors Community Bank October 2011 - March 2014
Citizens Republic Bank May 2009 - October 2011
Wells Fargo Bank, N.A. August 2006 - May 2009
M&I Marshall & Ilsley Bank April 2004 - August 2006
Bank One, N.A. 2002 - 2004
St. Francis Bank 2001 - 2002
State Financial Bank 1999 - 2000
Vermont National Bank 1989 - 1999
E. F Hutton 1986 - 1988
Skills
Commercial Lending, OREO Management, Loan Review, Special Assets..., Credit Analysis, Credit, Management, Loans, Asset Based Lending, OREO, Portfolio Management, Banking, Mortgage Lending, Executive Management, Commercial Banking, Financial Analysis, Credit Risk, Mergers & Acquisitions, Financial Risk, Financial Services, Investments
Education
Graduate School of Banking - Madison 2014 — 2016
Banking
Middlebury College 1980 — 1984
B.A., History, Education
Agricultural Lending School
Alterra Bank May 2010 - Present
Economic Club of Kansas City 2010 - Present
M&I Marshall & Ilsley Bank April 2006 - September 2009
Gold Bank 2001 - 2006
Country Club Bank 1994 - 2001
Federal Deposit Insurance Corporation (FDIC) 1981 - 1988
Education
Graduate School of Banking, University of Wisconsin at Madison 1989 — 1991
Advanced Banking Degree, Bank Management
Iowa State University 1977 — 1981
Bachelor of Arts & Science, English, Business
Davenport West High School
Silpada Designs March 2012 - Present
METAVANTE CORPORATION January 2006 - Present
Fidelity National Information Services August 2004 - Present
Metavante July 1998 - Present
Metavante Corporation/M&I Data Services January 1998 - Present
n/a M&I DATA SERVICES 1998 - Present
Fidelity National Information Services June 1997 - Present
M&I DATA SERVICES January 1998 - January 2005
M&I Bank June 1997 - July 1998
M&I MARSHALL & ILSLEY BANK January 1997 - January 1998
Skills
Team Leadership, Leadership, Personal Training, Communication, Project Delivery, Resource Management, Product Development, Staff Development, Sales, Testing, Software Documentation, Customer Service, Customer Satisfaction, Recruiting, Quality Assurance, CRM, Training, Business Requirements, Analysis, Team Building, Requirements Analysis, Business Process..., Vendor Management, Business Analysis, Software Project..., Software Development, Team Management, SDLC, Strategic Planning, Integration, Cross-functional Team..., Visio, Change Management, SharePoint, Insurance, PMP, Marketing, Process Improvement, Employee Training, Coaching, Program Management, Project Management, Project Planning, Management
Education
University of Wisconsin-Oshkosh 1990 — 1996
Finance/MIS, Business Administration
Cheonggang Academy
BA, BUSINESS ADMINISTRATIONFINANCE/MIS
Park Bank- Madison June 2012 - Present
M&I Marshall & Ilsley Bank December 1990 - April 2012
DANIEL J CHART January 1990 - January 2000
Bank One, Elkhorn NA November 1988 - December 1990
Skills
Commercial Lending, Loans, Banking, Small Business Lending, Mortgage Lending, Credit Cards, Real Estate, Mortgage Banking, Portfolio Management, Credit, Refinance, Construction Loans, Consumer Lending, Loan Origination, Sales, Lines Of Credit, Deposits, Commercial Banking, Branch Banking, Small Business, Cross Selling, Retail Banking
Education
Wisconsin Bankers Association 1992 — 1992
Commercial Lending School, Graduate
Carroll College 1978 — 1982
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
East Troy High School
National Oilwell Varco September 2013 - Present
Arizona Bank and Trust, a part of Heartland Financial USA, Inc. June 2013 - September 2013
BMO Harris Bank N.A, a part of BMO Financial Group (formerly M&I Marshall and Ilsley Bank) April 2012 - May 2013
BMO Harris Bank N.A., a part of BMO Financial Group (formerly M&I Marshall and Ilsley Bank) April 2010 - April 2012
M&I Marshall and Ilsley Bank July 2007 - April 2010
M&I Marshall & Ilsley Bank August 2005 - July 2007
M&I Marshall and Ilsley Bank June 2003 - August 2005
Moses Anshell January 2003 - June 2003
M&I Marshall and Ilsley Bank May 2000 - June 2003
Skills
Retail Banking, Mentoring, Instructional Design, Customer Service, Team Building, Program Facilitation, Large Group Facilitation, Salesforce.com, Sales Process, Hiring/firing, Training & Development, Content Development, Photoshop, Software Training, Technical Writing, Technical Training, Document Review, Communication, Written Communication, Oral Communication, Sales Workshops, Workshop Facilitation, Contact Centers, CRM, Computer Software..., Building Relationships, Managing Classroom..., Questioning Techniques, Adaptability, Employee Training, Hands-on Training, Coaching, Sales, Banking, Change Management, Commercial Banking, Consumer Lending, Commercial Lending, Credit, Customer Experience, Leadership, Leadership Development, Loans, Management, Needs Analysis, New Business Development, Onboarding, Program Management, Public Speaking, Portfolio Management
Education
Arizona State University, W. P. Carey School of Business 2000 — 2004
Bachelor of Science (B.S.) Finance, Bachelor of Science (B.S.) Marketing
M&I Marshall & Ilsley Bank November 2008 - Present
M&I Marshall & Ilsley Bank April 2005 - November 2008
M&I Bank June 2003 - June 2005
Skills
10 Key, Microsoft Works, Excel, Exceptional Customer..., Multitasker, Analytical problem..., Problem Solving, Word, PowerPoint, Teamwork, Research, Documentation, Time Management, Customer Satisfaction, Team Building, Scheduling, Supervisory Skills, Telephone Skills, Coaching, Hiring, Team Leadership, Critical Thinking, Lotus Notes, Microsoft Excel, Customer Service, Microsoft Word, Recruiting, Social Networking
Education
Cardinal Stritch University 2007 — 2011
Bachelors, SCIENCE IN BUSINESS MANAGEMENT
USTrust / Bank Of America July 2012 - Present
USTrust / Bank of America September 2006 - July 2012
State Street Bank March 2005 - September 2006
M&I Marshall & Ilsley Bank November 2002 - November 2004
Boston Financial Data Services May 1999 - September 2001
Skills
Asset Allocation, Manage Client..., Portfolio Management, Superior Client Service, Mutual Funds, Fixed Income, Equities, Investment Strategies, Investments, Investment Management, Asset Managment, Wealth Management, Financial Services, Wealth Management..., Asset Management, Trading, Trust Management, Asset, Wealth, ETFs, Relationship Management, Retirement Planning, Bloomberg, Hedge Funds, Securities, Alternative Investments, Series 63, Private Banking
Education
Suffolk University
First Baptist Church of Ruskin June 2010 - Present
M&I Marshall & Ilsley Bank December 2006 - June 2010
Verizon Wireless July 2006 - November 2006
Clemens Family Markets July 2000 - January 2006
Clearwater Threshers January 2005 - May 2005
Skills
Piano, Music, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Church Events, Customer Service, Discipleship, Team Building, Leadership, Student Ministry, Student Events, Teaching, Worship Planning, Worship Music, Guitar, Music Culture, Theology, Youth Ministry, Choral, Preaching, Pastoral Care, College Ministry
Education
Liberty University 2009 — 2012
Master of Arts, Religion- Worship Studies
Clearwater Christian College 2002 — 2006
Bachelor of Science, Music / Communications
Faith Christian Academy 1989 — 2002
High School diploma
Antares Capital 2015 - Present
GE Antares Capital 2011 - 2015
M&I Marshall & Ilsley Bank 2010 - 2011
Madison Capital Funding 2004 - 2009
Banc One Capital Markets 2002 - 2004
Banc of America Securities 1997 - 2002
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts, Finance
We Energies June 2014 - Present
We Energies January 2012 - June 2014
QuadTech May 2006 - January 2012
Starbucks Coffee Co May 2002 - August 2006
We-Energies May 2003 - December 2004
M&I Marshall & Ilsley Bank May 2001 - April 2003
RewardsPlus May 2000 - May 2001
Compuware Corporation December 1997 - May 2000
Skills
Process Improvement, Customer Satisfaction, Team Building, Customer Service, Microsoft Office, Change Management, Training, Account Management, Time Management, Management, Access, CRM, Event Planning, Leadership, Troubleshooting, Software Documentation, Project Management, Team Leadership, Purchasing, Project Planning, Inventory Management, Budgets, Continuous Improvement, Supervisory Skills, Cross-functional Team..., Employee Training, Business Process..., Data Analysis, Coaching, Analysis, Process Scheduler, Strategic Planning, Program Management, Contract Management, Leadership Development, Performance Management, Visio, Quality Assurance, Microsoft Excel, Testing
Education
Cardinal Stritch University 2002 — 2011
Bachelors of Business Management, Business Management
ITT Tech 1996 — 1997
Computer Aided Drafting
University of Wisconsin-Oshkosh 1993 — 1996
Computer Science & Art
M&I Marshall & Ilsley Bank Vice PresidentM&I Bank2000 - Present
Firstar Bank November 1998 - November 2000
Education
Cardinal Stritch University 1993 — 1996
SaintA January 2012 - Present
Running Rebels Community Org May 2006 - January 2012
Metavante 2004 - 2006
M&I Marshall & Ilsley Bank November 1996 - January 2004
Dana Corporation 1986 - 1996
Skills
Case Managment
Education
UW-Milwaukee 2009 — 2011
Master of Social Work (MSW), Child Welfare
Lakeland College 1998 — 2001
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
WaterStone Bank October 2008 - Present
M&I Marshall & Ilsley Bank March 2001 - September 2008
M&I Marshall & Ilsley Bank June 2000 - March 2001
M&I Marshall & Ilsley Bank August 1996 - June 2000
Wells Fargo January 1995 - August 1996
Associated Bank July 1993 - December 1994
Firstar DuPage Bank April 1990 - June 1993
First Wisconsin National Bank of Sheboygan April 1985 - April 1990
Skills
Strategic Planning, Small Business Lending, Credit, Loans, Banking, Underwriting, Commercial Banking, Risk, Credit Risk, Compliance, Risk Management, Credit Administration, Commercial Lending, Small Business, Consumer Lending, Mortgage Lending, Credit Analysis, Commercial Mortgages, Loan Origination, Finance
Education
Indiana University - Kelley School of Business 1982 — 1984
MBA, Finance
Beloit College 1978 — 1982
BA, Economics & Management and French
Sheboygan North High School 1976 — 1978
Securant Bank & Trust May 2014 - Present
Layton State Bank July 2012 - May 2014
Layton State Bank April 2006 - July 2012
Wisconsin Women's Business Initiative Corp. October 2000 - April 2006
M&I Marshall & Ilsley Bank September 1980 - March 1990
Skills
Fluent Spanish, Spanish, Banking, Credit, Commercial Lending, Loans, Commercial Banking, Customer Service, Retail Banking, Community Outreach, Budgets, Finance, Mortgage Lending, Business Planning, Small Business Lending, Credit Analysis, Financial Analysis, Cash Management, Lines Of Credit, Consumer Lending, Loan Origination, Portfolio Management, Small Business, Commercial Real Estate, Social Networking
Education
St. Norbert College 1973 — 1977
Bachelor of Arts, Performing Arts Administration
St. Norbert College
Bachelor of Arts (B.A.)
Community Trust Bank October 2014 - Present
Community Trust Bank August 2014 - October 2014
Associated Bank December 2010 - August 2014
The United Way Waukesha, Wisconsin August 2009 - December 2009
United Performing Arts Fund February 2009 - May 2009
M&I Bank February 2001 - January 2009
M&I Marshall & Ilsley Bank January 2001 - January 2009
Mutual Federal Savings Bank July 2000 - February 2001
M&I Northern Bank June 1997 - February 2001
Mutual Savings Bank January 2000 - January 2001
Skills
Negotiation, Management, Loans, Credit, Sales, Financial Services, Branch Banking, Employee Training, Customer Retention, Project Management, Budgets, Training, Marketing Strategy, Team Building, Portfolio Management, Coaching, Cross Selling, Commercial Banking, Retail Banking, Mortgage Lending, Commercial Lending, Small Business Lending, Consumer Lending, Time Management, Leadership, Small Business, Insurance, Cash Management, Loan Origination, Risk Management, Finance, Credit Analysis, Mortgage Banking, Relationship Management, Financial Analysis, Lines Of Credit, Branch Management, Deposits, Credit Risk, SBA, Refinance, Underwriting, Treasury Management, Commercial Mortgages, Residential Mortgages, Mortgage Underwriting, Loan Servicing, Selling, Investments, Credit Unions
Education
Wsconsin Lutheran College 2013 — 2015
Bachelor’s Degree, Business Management
Alverno College 2009 — 2015
Bachelors, Business
Milwaukee Area Technical College 1987 — 1988
General
Patricia Stevens Career College & Finishing School 1985 — 1986
Certificate, Fashion Merchandising Diploma
Fidelity National Information Services January 2013 - Present
Fidelity National Information Services December 2009 - January 2013
Fidelity National Information Services November 2008 - December 2009
M&I Marshall & Ilsley Bank October 2005 - November 2008
Metavante March 2005 - October 2005
Skills
Relationship Management, Account Management, Electronic Payments, Banking, Payment Card Processing, Financial Services, Credit Cards, Debit Cards, CRM, Payments, Solution Selling, Sales Operations, Competitive Analysis, Leadership, Sales
Education
University of Wisconsin-Platteville 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance
University of Wisconsin Colleges 2011 — 2013
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies
Marian College of Fond du Lac 2006 — 2007
M&I Bank December 2005 - Present
M&I Marshall & Ilsley Bank 2005 - Present
Marshall & Ilsely Corporation 2005 - Present
United Way of Collier County 2004 - 2010
Education
Campbell University, Norman Adrian Wiggins School of Law 1971 — 1973
BS, Business Administration
Office of the Comptroller of the Currency September 2010 - Present
M&I Marshall & Ilsley Bank November 2004 - September 2010
M&I Marshall & Ilsley Bank November 2004 - September 2010
M&I Bank June 2001 - November 2004
Indiana University - Columbus May 1995 - May 2001
Skills
Banking, Financial Risk, Retail Banking, Economics, Financial Analysis, Community Economic..., Banking Regulation, Small Business..., Educational Outreach, Community Organizing, Public Speaking, Program Management
Education
Indiana University Bloomington 1987 — 1995
Ph.D., Economics
Indiana University Bloomington 1987 — 1992
M.A., Economics
Wright State University 1986 — 1987
M.S., Social & Applied Economics
Damascus University 1982 — 1985
B.S., Business & Economics
Dean Clinic April 2014 - Present
Figi's Inc. February 2012 - April 2014
Figi's Inc. July 2010 - February 2012
Figi's Inc. July 2007 - July 2010
Figi's Inc. June 1998 - July 2007
M&I Marshall & Ilsley Bank 1980 - 1995
Skills
Workforce Management, Analytics, Forecasting, Performance Management, Avaya, Process Improvement, Call Centers, Team Building, Customer Satisfaction, Management, Project Management, Strategic Planning, Problem Solving, Root Cause Problem..., Quality Control..., Voice of the Customer, Training / Development..., Leadership, Training, Team Leadership, Customer Service, Coaching, Analysis
Education
Marquette University
BMO Harris Bank October 2012 - Present
M&I, A Part of BMO FInancial Group July 2011 - October 2012
M&I Marshall & Ilsley Bank November 2010 - July 2011
M&I Marshall & Ilsley Bank May 2009 - November 2010
M&I Marshall & Ilsley Bank May 2007 - May 2009
M&I Marshall & Ilsley Bank April 2003 - May 2007
Learning Center October 2001 - January 2006
M&I Marshall & Ilsley Bank June 1998 - April 2003
Skills
Certified Microsoft..., Training, PowerPoint, Administrative..., Leadership, Human Resources, Management, Team Building, Interviews, Banking, Public Speaking, Process Scheduler, Retail, Invoicing, Travel Arrangements, Outlook, Access, Customer Service, Calendars
Education
University of Wisconsin-Stout 2008 — 2012
Carroll College 2004 — 2004
Edgewood College 1994 — 1999
Bachelor of Science
UMB Financial Corporation September 2009 - Present
M&I Marshall & Ilsley Bank 2001 - 2007
Bank of America 1973 - 2000
Skills
Investments, Wealth Management, Commercial Banking, Asset Managment, Credit, Private Banking, Corporate Finance, Banking, Loans, Commercial Lending, Credit Analysis, Leadership, Portfolio Management, Small Business Lending, Finance, Financial Analysis, Management, Consumer Lending, Asset Management, Relationship Management
Education
Chapman University 1971 — 1973
B.A., Economics & Business Administration
上智大学 1970 — 1971
Bachelor of Arts (B.A.), Economics
Milwaukee Truck Sales January 2006 - Present
M&I Marshall & Ilsley Bank 2004 - 2006
Education
Marquette University 2004 — 2006
Master of Business Administration (MBA), Finance and Economics
Homestead High school
Xavier University
BS, Economics / Finance
BMO Harris Bank March 2007 - Present
M&I Marshall & Ilsley Bank 2007 - Present
US Bank October 2003 - February 2007
Hallmark Cards June 1984 - April 2001
Skills
Payments, Small Business Lending, Credit, Commercial Lending, Treasury Services, Treasury Management, Treasury, Portfolio Management, Consumer Lending, Commercial Banking, Financial Analysis, Cash Management, Credit Analysis, ACH, Loans, Banking, Retail Banking
Education
University of Kansas - Graduate School of Business 1985 — 1987
MBA, Finance
William Jewell College 1980 — 1984
BS, Accounting and Computer Science
University of Wisconsin Foundation January 2014 - Present
University of Wisconsin Foundation April 2008 - December 2013
University of Wisconsin Foundation June 2001 - March 2008
M&I Marshall & Ilsley Bank July 1991 - May 2001
Skills
Stewardship, Philanthropy, Annual Giving, Strategic Planning, Board Development, Fundraising, Budgets, Entrepreneurship, Strategic Partnerships, Volunteer Management, Nonprofits, Grant Writing, Grants, Program Development, Alumni Relations, Community Outreach
Education
Indiana University - Kelley School of Business
Master of Business Administration (MBA), Marketing
Syracuse University
Bachelor of Arts (BA), Economics/TV Radio Broadcasting
M&I MARSHALL & ILSLEY BANK April 2008 - Present
M&I Bank April 2008 - Present
M&I Marshall & Ilsley Bank 2008 - Present
M&I Bank July 2006 - April 2008
M&I Bank June 2004 - June 2006
Larson Allen January 2004 - April 2004
Education
University of Wisconsin-Eau Claire
Bachelor, Business Administration; Accounting and Finance
Lakeland College
Marquette University
BMO Harris Bank July 2011 - Present
M&I Marshall & Ilsley Bank May 1994 - July 2011
Milwaukee County (at Doyne Hospital) April 1993 - May 1994
St. Francis Bank, FSB December 1986 - April 1993
State Central Credit Union 1985 - 1986
Skills
Fixed Assets, Accounting, Financial Reporting, Financial Analysis, Account Reconciliation, Treasury Management, Banking, Cash Management, Financial Risk, Analysis
Education
Marquette University 1981 — 1985
Business Administration, Accounting
Nicolet National Bank August 2013 - Present
Nicolet National Bank July 2005 - July 2013
M&I Marshall & Ilsley Bank July 1992 - July 2005
West One Bank 1986 - 1990
Skills
Commercial Lending, Credit Administration, Credit Analysis, Loan Review, Credit, Financial Analysis, Credit Risk, Risk Management, Loans, Portfolio Management, Branch Banking, Retail Banking, Banking
Education
University of Notre Dame 1974 — 1978
B.A., Economics
Stonebridge Bank Minnesota September 2007 - Present
M&I Marshall & Ilsley Bank February 2004 - September 2007
Skills
Commercial Lending, Credit, Credit Risk, Credit Analysis, Small Business Lending, Mortgage Lending, Underwriting, Banking, Loans, Credit Administration, Financial Analysis, Portfolio Management, Risk Management, Asset Based Lending, Commercial Banking, Loan Origination, Consumer Lending, Lines Of Credit, Due Diligence, Relationship Management, Commercial Mortgages, Management, Retail Banking, Mortgage Banking, Real Estate
Education
Saint Mary's University of Minnesota 1976 — 1980
BA, Accounting and Management
M&I, a part of BMO Financial Group July 2010 - Present
M&I Marshall & Ilsley Bank April 2008 - July 2010
KeyBank Real Estate Capital October 2005 - April 2008
AmSouth Bank December 2004 - October 2005
KeyBank Real Estate Capital January 1999 - December 2004
Hodgson, Russ, Andrews, Woods & Goodyear, LLP January 1996 - January 1999
NIAGARA ASSET CORPORATION (a subsidiary of KeyCorp) January 1991 - January 1995
MARINE MIDLAND BANK January 1990 - January 1991
EMPIRE OF AMERICA January 1989 - January 1990
TRW REAL ESTATE LOAN SERVICES January 1988 - January 1989
Education
University of Rochester
B.A, Political Science; Business Administration
BMO Harris Bank 1980 - Present
M&I Marshall & Ilsley Bank 1980 - Present
Skills
Banking, Finance, Commercial Banking, Credit, Retail Banking, Loans, Financial Analysis, Credit Analysis, Risk Management, Management, Cash Management, Portfolio Management, Commercial Lending, Small Business Lending, Treasury Management
Education
Marquette University 1978 — 1982
BS, Finance
Associated Bank, N.A. November 2013 - Present
Associated Bank August 2011 - Present
M&I Marshall & Ilsley Bank August 1997 - February 2011
Security Bank SSB March 1986 - August 1997
Ambrosia Chocolate Co. March 1982 - March 1986
Lane Bryant July 1980 - January 1982
Fabs Fashion Fabrics June 1977 - July 1980
Skills
Credit, Loans, Banking, Financial Analysis, Credit Analysis, Commercial Banking, Portfolio Management, Leadership, Management, Underwriting, Real Estate, Analysis, Business Development, Sales, Customer Service, Negotiation, Investment Properties, Human Resources, Finance, Relationship Management, Training, Risk Management, Small Business Lending, Mergers & Acquisitions, Strategic Planning, Commercial Mortgages, Process Improvement, Consumer Lending, Real Estate Economics, Loan Origination, Lines Of Credit
Education
University of Phoenix
BS, Business Administration
Gateway Technical College
AA, Interior Design
South Milwaukee High School
Diploma, Business
General Growth Properties April 2003 - Present
General Growth Properties April 2003 - September 2011
Malls: Mayfair April 2003 - September 2011
AAP Properties March 2002 - April 2003
M&I Marshall & Ilsley Bank February 2000 - August 2001
Skills
Account Management, Analysis, Research
Education
Capella University 2008 — 2010
mba, business
MARCH 2010 (CAPELLA 2008 — 2010
MASTER OF BUSINESS ADMINISTRATION; ASSOCIATE; AA; BACHELOR OF BUSINESS ADMINISTRATION, ACCOUNTING; ACCOUNTING; INDUSTRIAL RELATIONS-(BBA)
Retired January 2007 - Present
Marshall & Ilsley Corporation 1987 - January 2007
M&I Marshall & Ilsley Bank 1999 - 2003
Skills
Customer Service, Credit, Microsoft Excel, Microsoft Office, Strategic Planning, Risk Management, Loans, Retail Banking, Change Management, Microsoft Word, Commercial Banking, Budgets, Team Building, Process Improvement, PowerPoint
Education
Marquette University 1980 — 1986
Master of Business Administration (M.B.A.), Management Information Systems, General
Certified Public Accountant
Carthage College 1974 — 1978
Bachelor of Arts (BA), Accounting and Economics
ManpowerGroup October 2014 - Present
BMO Harris Bank 1998 - 2014
M&I Marshall & Ilsley Bank March 1998 - March 2000
Skills
Data Entry, Filing, Typing, Mail Room, Mortgage Servicing, Loan Servicing, Team Building
Education
University of Wisconsin-Milwaukee 1990 — 1994
Education and Sign Language
Carroll University 1981 — 1985
Bachelor's degree, Theater Education