M&I Trust Company
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M&I Trust Company Employees
The Boselli Foundation November 2013 - February 2014
Meddin Studios, LLC January 2010 - 2013
Alberts Grill 2009 - 2010
Nicollet Wealth Management 2006 - 2008
AIG / VALIC 2004 - 2006
M&I Trust Company 2001 - 2004
VALIC 1992 - 2000
Skills
Marketing Strategy, Negotiation, Strategic Planning, Sales Management, New Business Development, Business Planning, Business Strategy, Food, Budgets, Marketing, Sales, Retail, Customer Service, Product Development, Team Building, Results-driven..., Leadership, Management
Education
The University of Georgia
BA, Economics
BMO Global Asset Management December 2007 - Present
M&I Investment Management June 2005 - December 2007
M&I Investment Management June 2003 - June 2005
M&I Trust Company June 2000 - June 2003
Skills
Investments, Equity Research, Stock Picking, Stock Research
Education
Marquette University 2008 — 2010
Master of Business Administration (M.B.A.), Finance
University of Wisconsin-Whitewater 1996 — 2000
Bachelor of Business Administration (BBA), Finance
North Kansas City Schools Community Education August 2014 - Present
North Kansas City Schools March 2013 - Present
Kansas City Ballet School August 2012 - Present
Nashua Baptist Church July 2012 - Present
BMO Financial Group 2009 - 2012
M&I Trust Company 2005 - 2009
UMB Bank 1999 - 2004
Skills
Team Management, Team Building, Team Leadership, Distributed Team..., Investment Advisory, Investment Management, Due Diligence
Education
University of Central Missouri 2013 — 2016
Master of Arts (M.A.), Secondary Education and Teaching
Messiah College 1982 — 1983
Bachelor of Arts (B.A.), Music
Bob Jones University 1980 — 1982
Violin Performance
Park City Municipal Corporation April 2015 - Present
Park City Municipal Corporation October 2013 - March 2015
Center for Historic Preservation August 2011 - April 2012
Indiana Landmarks May 2011 - August 2011
Ball State University August 2010 - May 2011
M&I Trust Company July 2008 - August 2010
Skills
Historic Preservation, Research, Financial Management, iWeb, Adobe Creative Suite, Surveying, Grant Writing, History, Non-profits, InDesign, ArcGIS, Editing, Community Development, Photoshop, Urban Planning, Event Planning, Public Speaking, Volunteer Management, Social Media, Fundraising, Graphic Design, Digital Photography, Access, Customer Service, Organization, Data Entry, Drawing, Historic Structure..., Historical Properties, Historic Sites, Heritage Tourism, Cultural Tours, Community Outreach, Community Gardens, Historical Research, Nonprofits, Microsoft Office
Education
University of Miami 2013 — 2013
CNU-A, The Principles and Practice of New Urbanism
Ball State University 2010 — 2012
MSHP, Historic Preservation
University of Wisconsin-Milwaukee - Lubar School of Business 2003 — 2008
BBA, Finance, Business Spanish
HSBC Bank USA May 2014 - July 2015
M&T Bank October 2012 - March 2014
HSBC Bank USA January 2011 - July 2012
HSBC Bank USA October 2005 - January 2011
HSBC Bank USA August 2003 - October 2005
Business Consulting May 2001 - August 2003
PricewaterhouseCoopers / Unifi February 2000 - March 2001
M&I Trust Company December 1996 - February 2000
M&I Trust Company December 1996 - October 1998
Wachovia Operational Services Corporation February 1995 - December 1996
Skills
Change Management, Project Management, Management Consulting, Operations Management, Risk Management, Cross-functional Team..., Continuous Improvement, Business Process..., Team Building, Global Sourcing, Global Operations, Relationship Management, Budgets, Outsourcing, Financial Services, Leadership, Banking, CRM, Process Improvement, Strategic Planning, Management, Financial Risk, Six Sigma, Vendor Management, Forecasting, Sales, Customer Service, Strategy, Training, Product Management, Business Analysis, Executive Management, Finance, Accounting, Negotiation, Securities, Customer Satisfaction, Call Centers, Operational Risk..., Mutual Funds, Business Development, Business Strategy, Portfolio Management, Asset Management, Credit
Education
Canisius College 1987 — 1990
MBA, Finance, Marketing
State University of New York at Buffalo - School of Management 1978 — 1984
BS, Management, Acounting
Neumann - Williamsville 1974 — 1978
Infant of Prague School 1968 — 1974
Associated Bank February 2012 - Present
M&I Trust Company May 2002 - April 2011
Richfield Bank & Trust Co June 1986 - April 2002
Skills
Estate Planning, Trusts, Inheritance Tax Planning, Pensions, Investments, Wealth Management, Retirement Planning
Education
University of Minnesota Law School 1983 — 1986
J.D., Law
Mount Mary College 1980 — 1983
BS, History
LexMedia September 2009 - Present
Canadian Mountain Holidays October 2006 - March 2013
M&I Bank 1981 - 1996
M&I Trust Company 1981 - 1996
Skills
Photography, Premiere, Photoshop, Videography, Adobe Lightroom, Final Cut Pro, Broadcast, Lightroom, Post Production, Video Editing, Video, Video Production, Television, New Media, Editing
Education
Bucknell University 1976 — 1980
BA, English, Spanish
ClearStep Financial October 2013 - Present
The Strategic Financial Alliance January 2013 - Present
BMO Global Asset Management November 2009 - November 2012
M&I Institutional Trust Services February 2008 - November 2009
M&I Institutional Trust Services August 2004 - February 2008
M&I Trust Company January 2002 - August 2004
State Farm Agent May 2000 - January 2002
Skills
Strategic Financial..., Investments, Insurance, Retirement Planning, Employee Benefits, Relationship Management, Sales Support, Team Building, Business Development, Client Development
Education
Marquette University 2003 — 2006
MBA
University of Wisconsin-Milwaukee 1998 — 2001
BBA, Marketing and Finance
Bank Mutual October 2014 - Present
Bank Mutual September 2012 - Present
M&I Investment Management, Inc June 2009 - June 2012
M&I Investment Management, Inc November 2008 - June 2012
Marshall & Ilsley LLC June 2007 - November 2008
M&I Trust Company June 2006 - June 2007
Skills
Credit Analysis, Financial Analysis, Fixed Income Analysis, Critical Thinking, Investments, Treasury, Commercial Real Estate, Commercial Lending, Underwriting, Derivatives, Financial Risk, Credit, Mutual Funds, Bonds
Education
Marquette University 2012 — 2016
Master of Business Administration (MBA), Finance
University of Wisconsin-Whitewater 2002 — 2006
Business, Finance
Robert W. Baird & Co. August 2012 - Present
Robert W. Baird & Co. 2012 - 2013
Marshall & Ilsley Trust Company N.A., a part of BMO Financial Group April 1995 - September 2011
Investment Management Corp. May 1993 - August 1995
M&I Trust Company April 1992 - May 1993
Skills
Portfolio Management, Mutual Funds, Banking, Securities, Financial Analysis
Education
Cannon Financial Institute, Boston, MA 2008 — 2008
Estate planning, taxation, investments
Milwaukee Area Technical College 1985 — 1987
Associate Degree, Adminstrative/Secretarial/Business
BMO Private Bank September 2012 - Present
M&I Wealth Management, a part of BMO Financial Group 2011 - September 2012
M&I Trust Company 1981 - 2011
Skills
Banking, Wealth Management, Financial Services, Loans, Securities, Portfolio Management, Investments, Relationship Management, Risk Management, Financial Reporting, Mutual Funds, Asset Management, Fixed Income, Private Banking, Cash Management, Commercial Banking, Strategic Financial..., Financial Risk, Equities, Asset Allocation, Investment Advisory, Financial Planning
Education
UW-Milwaukee 1985 — 1988
Masters, Business Administration
Carroll College 1977 — 1981
BA, Business, Economics, Flute Performance
Quad/Graphics May 2013 - Present
Quad/Graphics July 2011 - May 2013
Quad/Graphics November 2012 - January 2013
Quad/Graphics May 2010 - July 2011
DiscoverWestBend.com June 2005 - July 2008
Bank One 1998 - 2000
M&I Trust Company 1991 - 1994
Hibernia National Bank 1990 - 1991
Skills
Microsoft Office, PowerPoint, VB.NET, Adobe Acrobat, Access, Visual Basic, HTML, CSS, Digital Imaging, Customer Service, Visual Studio, GMC PrintNet T, Photoshop, InDesign, Flash Animation, Web Design, Web Development, JavaScript, PHP, Research, Social Media, Advertising, Event Planning, Social Networking, Microsoft Excel, Microsoft Word, Program Management, jQuery, jQuery UI, Database Design, Graphic Design, Variable Data Printing, Email Marketing, HTML emails, Direct Mail, User Interface Design, HTML5/CSS3, Responsive Design
Education
Kaplan University 2014 — 2016
Master of Business Administration (MBA), currently maintaining 4.0 GPA
Kaplan University 2009 — 2013
BS, Information Technology
Cardinal Stritch University 1992 — 1994
Business Administration and Management, General
FIS February 2003 - Present
Metavante 1999 - 2003
Metavante 1994 - 1999
M&I Data Services 1990 - 1994
M&I Trust Company May 1986 - April 1990
Skills
Strategic Planning, Solutions Design, Usability, Product Design, Relationship Management, Public Speaking, Wealth Management, Trust Services, Market Pricing, Product Management, Investments, Technical Writing, Product Marketing, Strategic Partnerships, Cross-functional Team..., Management, Analysis, Business Analysis, SDLC, User Acceptance Testing, User Interface Design, User-centered Design, Product Development, Web Development, Client Education, Client Presentation, Financial Services, Vendor Management, Process Improvement, Requirements Analysis, Risk Management, Banking, Requirements Gathering
Education
Marquette University 1982 — 1986
BS, Business Administration, Finance and Economics
Cannon Financial Institute 1992 — 1993
Securities Operations
East Lansing High School 1978 — 1982
US Bank September 2014 - Present
Comdata March 2013 - April 2014
Pochay Enterprises January 2011 - February 2013
M&I Trust Company November 2006 - December 2010
M&I Trust Company August 2002 - November 2006
Skills
Customer Service, Microsoft Excel, Spreadsheets, PowerPoint, Outlook, Sales, Microsoft Word, Microsoft Office, Inventory Management, Administration, Filing, Accounting, Telephone Skills, Management, Data Entry, Time Management, Customer Satisfaction
Education
Hennepin Technical College 1994 — 1996
Certificate, Cooking and Related Culinary Arts, General
M&I Trust Company October 1984 - Present
Marshall & Ilsley Trust Company 1984 - Present
Skills
Loans, Mortgage Lending, Real Estate
Education
Bryant & Stratton College - Milwaukee
AA Degree, Computers, Secretarial, Accounting
Component Solutions LLC (formerly Menominee River Lumber) December 2014 - Present
Manpower June 2014 - December 2014
Nicolet National Bank August 2001 - July 2012
M&I Trust Company 1989 - 2001
Skills
QuickBooks, Accounts Payable, Accounts Receivable, Microsoft Excel, Account Reconciliation, General Ledger, Vendor Relationships, Personal Income Tax..., Wire Transfers, ACH, Peachtree, Mutual Funds, Trading, Securities, Corporate Actions, Wealth Management, 10 Key, Microsoft Word, Investments, Settlement
Education
Northeast Wisconsin Technical College 2012 — 2014
Associate's Degree, Accounting
Payline Data Services February 2014 - Present
P&S Properties LLC 2009 - Present
Borealis by Polybrite International March 2011 - March 2012
Smart Brite LED and Energy Solutions March 2011 - March 2012
University of Illinois Interdisciplinary Product Design sponsored by Dell, Inc. August 2009 - May 2010
Wintrust Financial Corporation October 2006 - May 2008
M&I Trust Company June 2005 - August 2005
Skills
Financial Analysis, Project Planning, Business Development, Product Development, Cross-functional Team..., Leadership, Analysis, Finance, Budgets, Management, Market Research, Marketing, Energy, Credit
Education
University of Illinois at Chicago 2008 — 2010
MBA, Marketing, Entrepreneurship
University of Illinois at Chicago 2008 — 2010
MBA, Marketing
University of Illinois at Urbana-Champaign 2001 — 2005
BS Accounting, BS, Finance
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
B.S., Accounting, Finance