Millennium Trust Company
Description
Address: 2001 Spring Rd #700, Oak Brook, IL 60523 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday(Martin Luther King Jr. Day)8AM–4:30PMHours might differTuesday8AM–4:30PMWednesday8AM–4:30PMThursday8AM–4:30PMFriday8AM–4:30PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (630) 368-5600Place name: : : : : : Category: Website: : Website: http://www.mtrustcompany.com/ Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (3) Popular times Sundays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place.Closed Sundays—pick another day : 12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Millennium Trust Company Posting publicly on the Web Write a review Reviews"Service was TONS better than Fidelity." "The worst freaking institution I have ever had to work with." "I had a great customer service Rep . This morning at Millennium Trust ." View all Google reviews
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Millennium Trust Company Employees
Employee
Years
Job
Industry
Ashley Duran Ashley Duran's Millennium Trust Company Experience March 2013 - July 2014
Job Trade Support Analyst at SunGard Financial Systems
Industry Financial Services
Experience
SunGard Financial Systems July 2014 - Present
Millennium Trust Company March 2013 - July 2014
Skills
Trading Systems, Equity Trading, Mutual Funds, Customer Service, FIX Trading, Promissory Notes, Alternative Investments, Trading, Electronic Trading, Financial Markets, Equities, Analysis, Research, Training, Back Office
Education
Bradley University 2010 — 2012
Bachelor of Applied Science (BASc), Finance
Batavia High
Batavia High
Batavia High
SunGard Financial Systems July 2014 - Present
Millennium Trust Company March 2013 - July 2014
Skills
Trading Systems, Equity Trading, Mutual Funds, Customer Service, FIX Trading, Promissory Notes, Alternative Investments, Trading, Electronic Trading, Financial Markets, Equities, Analysis, Research, Training, Back Office
Education
Bradley University 2010 — 2012
Bachelor of Applied Science (BASc), Finance
Batavia High
Batavia High
Batavia High
Jeremy Scranton Jeremy Scranton's Millennium Trust Company Experience July 2002 - Present
Job AVP, Senior Systems Analyst
Industry Financial Services
Experience
Millennium Trust Company July 2002 - Present
Skills
IT Strategy, Visual Basic, Windows, Active Directory, SDLC, Project Management, Requirements Analysis, Customer Service, Process Improvement, Databases, Management, Microsoft Office, Business Analysis, Banking, Microsoft Excel, Financial Analysis, SQL
Education
University of Illinois at Chicago 1998 — 2002
Bachelor of Science, Computer Science
Millennium Trust Company July 2002 - Present
Skills
IT Strategy, Visual Basic, Windows, Active Directory, SDLC, Project Management, Requirements Analysis, Customer Service, Process Improvement, Databases, Management, Microsoft Office, Business Analysis, Banking, Microsoft Excel, Financial Analysis, SQL
Education
University of Illinois at Chicago 1998 — 2002
Bachelor of Science, Computer Science
Brett Poydence Brett Poydence's Millennium Trust Company Experience March 2011 - July 2011
Job Technical Project Coordinator
Industry Marketing and Advertising
Experience
Conversant, LLC July 2015 - Present
VivaKi June 2015 - July 2015
VivaKi August 2014 - June 2015
VivaKi May 2013 - August 2014
VivaKi December 2011 - May 2013
Millennium Trust Company March 2011 - July 2011
Huntington National Bank October 2009 - November 2010
Skills
Data Analysis, Financial Analysis, Analytics, Microsoft Excel, Finance, Market Research, PowerPoint, Financial Reporting, Microsoft Office, Marketing, Salesforce.com, Account Management, Microsoft Word, Investments, Portfolio Management, Strategic Financial..., Business Analysis, Business Strategy
Education
Miami University 2005 — 2009
Business, Finance
Conversant, LLC July 2015 - Present
VivaKi June 2015 - July 2015
VivaKi August 2014 - June 2015
VivaKi May 2013 - August 2014
VivaKi December 2011 - May 2013
Millennium Trust Company March 2011 - July 2011
Huntington National Bank October 2009 - November 2010
Skills
Data Analysis, Financial Analysis, Analytics, Microsoft Excel, Finance, Market Research, PowerPoint, Financial Reporting, Microsoft Office, Marketing, Salesforce.com, Account Management, Microsoft Word, Investments, Portfolio Management, Strategic Financial..., Business Analysis, Business Strategy
Education
Miami University 2005 — 2009
Business, Finance
Tamara Foster Taylor, MSIMC Tamara Foster Taylor, MSIMC's Millennium Trust Company Experience April 2012 - Present
Job Diverse Communications Professional
Industry Public Relations and Communications
Experience
Millennium Trust Company April 2012 - Present
Fostered Communications January 2007 - Present
Millennium Trust Company July 2009 - April 2012
Dig Communications January 2008 - May 2008
Universal Music Group May 2005 - August 2005
Skills
Public Relations, Press Releases, Social Media Marketing, Corporate Communications, Event Management, Marketing, Digital Marketing, Editing, Social Media, Event Planning, Journalism, Email Marketing, Brand Management, Creative Campaign..., Creative Writing, Constant Contact, PowerPoint, Market Research, Proofreading, Content Management, InDesign, Online Research, Investor Relations, Aweber, Media Relations, Marketing Communications, Multicultural Marketing
Education
Roosevelt University 2013 — 2015
Graduate, Integrated Marketing Communications
Ball State University 2002 — 2006
Telecommunications, Sales, Marketing & Promotions
Groupe Ecole supérieure de Commerce de Dijon-Bourgogne 2014 — 2014
International and Multicultural Marketing
Kentucky Institute for International Studies - Study Abroad 2006 — 2006
Spanish
DePaul University 2011 — 2011
Certificate, Practical Internet Marketing
Millennium Trust Company April 2012 - Present
Fostered Communications January 2007 - Present
Millennium Trust Company July 2009 - April 2012
Dig Communications January 2008 - May 2008
Universal Music Group May 2005 - August 2005
Skills
Public Relations, Press Releases, Social Media Marketing, Corporate Communications, Event Management, Marketing, Digital Marketing, Editing, Social Media, Event Planning, Journalism, Email Marketing, Brand Management, Creative Campaign..., Creative Writing, Constant Contact, PowerPoint, Market Research, Proofreading, Content Management, InDesign, Online Research, Investor Relations, Aweber, Media Relations, Marketing Communications, Multicultural Marketing
Education
Roosevelt University 2013 — 2015
Graduate, Integrated Marketing Communications
Ball State University 2002 — 2006
Telecommunications, Sales, Marketing & Promotions
Groupe Ecole supérieure de Commerce de Dijon-Bourgogne 2014 — 2014
International and Multicultural Marketing
Kentucky Institute for International Studies - Study Abroad 2006 — 2006
Spanish
DePaul University 2011 — 2011
Certificate, Practical Internet Marketing
Mary Hackbarth Mary Hackbarth's Millennium Trust Company Experience March 2009 - Present
Job SVP, Director of Marketing at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company March 2009 - Present
Millennium Trust Company March 2007 - February 2009
Harris Investor Services 2000 - 2006
Meindl & Associates September 1999 - April 2000
Chicago Capital Management 1999 - 2000
Wayne Hummer Investments 1993 - 1998
Skills
Marketing, Marketing Communications, Management, Wealth Management, Mutual Funds, Account Management, Financial Services, Alternative Investments, Investments
Education
Millikin University 1989 — 1993
Millennium Trust Company March 2009 - Present
Millennium Trust Company March 2007 - February 2009
Harris Investor Services 2000 - 2006
Meindl & Associates September 1999 - April 2000
Chicago Capital Management 1999 - 2000
Wayne Hummer Investments 1993 - 1998
Skills
Marketing, Marketing Communications, Management, Wealth Management, Mutual Funds, Account Management, Financial Services, Alternative Investments, Investments
Education
Millikin University 1989 — 1993
Scott Tugman Scott Tugman's Millennium Trust Company Experience 2008 - 2012
Job Sales Representative at M&K Truck Centers dba Chicago Mack
Industry Transportation/Trucking/Railroad
Experience
Chicago Mack - Hino - Isuzu July 2013 - August 2013
Aflac April 2013 - July 2013
COUNTRY Financial® October 2012 - March 2013
Millennium Trust Company 2008 - 2012
I.B.E.W. Local 701 - DuPage County 2005 - 2008
Impact Networking 1997 - 2005
Skills
Freight Transportation, Alternative Fuels, LPG, CNG, Hybrids, Technology, Customer Oriented, Sales Presentations, Outside Sales, Group Training, Problem Solving, Listening to customers, Goal Oriented, Relationship Management, Teamwork
Education
DeVry University-Illinois 1996 — 1997
Chicago Mack - Hino - Isuzu July 2013 - August 2013
Aflac April 2013 - July 2013
COUNTRY Financial® October 2012 - March 2013
Millennium Trust Company 2008 - 2012
I.B.E.W. Local 701 - DuPage County 2005 - 2008
Impact Networking 1997 - 2005
Skills
Freight Transportation, Alternative Fuels, LPG, CNG, Hybrids, Technology, Customer Oriented, Sales Presentations, Outside Sales, Group Training, Problem Solving, Listening to customers, Goal Oriented, Relationship Management, Teamwork
Education
DeVry University-Illinois 1996 — 1997
Dawid Pedzimaz's Millennium Trust Company Experience June 2013 - Present
Job Real Estate Administrator in Alternative Investments at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company June 2013 - Present
PNC Financial Services February 2011 - Present
Menards January 2009 - December 2010
TCF Bank April 2006 - April 2009
Skills
Microsoft Office, Peachtree, Visual Studio, Computer Repair, Customer Service, Microsoft Excel, PowerPoint, Accounting
Education
University of Illinois at Chicago 2010 — 2012
Bachelor's Degree, Finance
Triton College 2007 — 2009
Associate of Science (AS), General Studies
Millennium Trust Company June 2013 - Present
PNC Financial Services February 2011 - Present
Menards January 2009 - December 2010
TCF Bank April 2006 - April 2009
Skills
Microsoft Office, Peachtree, Visual Studio, Computer Repair, Customer Service, Microsoft Excel, PowerPoint, Accounting
Education
University of Illinois at Chicago 2010 — 2012
Bachelor's Degree, Finance
Triton College 2007 — 2009
Associate of Science (AS), General Studies
Ea Young Ea Young's Millennium Trust Company Experience November 2010 - August 2012
Job Account Administrator/ Customer Service
Industry
Experience
Millennium Trust Company November 2010 - August 2012
Equiguard, Inc March 2004 - December 2009
GE Zurich Home Warranty Management January 2002 - March 2003
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Budgets, Typing, Pricing, Data Entry, Appointment Scheduling, Claim, Receptionist Duties, Fax, Internet, Invoicing, 401k, IRAs, Wordperfect
Education
Robert Morris College 2000 — 2001
Paralegal
City Colleges of Chicago-Wilbur Wright College 1997 — 1999
Criminal Justice Law
Millennium Trust Company November 2010 - August 2012
Equiguard, Inc March 2004 - December 2009
GE Zurich Home Warranty Management January 2002 - March 2003
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Budgets, Typing, Pricing, Data Entry, Appointment Scheduling, Claim, Receptionist Duties, Fax, Internet, Invoicing, 401k, IRAs, Wordperfect
Education
Robert Morris College 2000 — 2001
Paralegal
City Colleges of Chicago-Wilbur Wright College 1997 — 1999
Criminal Justice Law
Stacei Anno-Jordan Stacei Anno-Jordan's Millennium Trust Company Experience August 2006 - May 2007
Job Information Technology & Marketing Professional; Instructional Design, Sales Training/Mgmt, Creative Marketing
Industry Information Technology and Services
Experience
Independant January 2002 - Present
TEKsystems 2012 - 2012
ExxonMobil (Global Technology Group) May 2011 - October 2011
TechUSA September 2007 - March 2009
Millennium Trust Company August 2006 - May 2007
Nicor Services March 2006 - July 2006
New Horizons Computer Learning Centers 2005 - 2005
Skills
Microsoft Office, Visual Basic, Graphic Design, Technical Writing, Technical Training, Oracle, Event Management, Market Planning, Market Research, Marketing Strategy, Marketing Communications, Public Relations, Public Speaking, Instructional Design, Sales Management, Customer Relations, Customer Retention, Event Planning, Event Execution, Problem Solving, Proposal Writing, Data Analysis, Publications, Email Marketing
Education
New Horizons Computer Learning Center 2005 — 2005
Certificate(s), Graphic and Web Design
Joliet Junior College 2002 — 2002
Associates of Applied Science, CIS (Microcomputers for Business), 3.8
Joliet Junior College 2000 — 2002
Associate of Applied Science, CIS (Programming Option), 3.9
Independant January 2002 - Present
TEKsystems 2012 - 2012
ExxonMobil (Global Technology Group) May 2011 - October 2011
TechUSA September 2007 - March 2009
Millennium Trust Company August 2006 - May 2007
Nicor Services March 2006 - July 2006
New Horizons Computer Learning Centers 2005 - 2005
Skills
Microsoft Office, Visual Basic, Graphic Design, Technical Writing, Technical Training, Oracle, Event Management, Market Planning, Market Research, Marketing Strategy, Marketing Communications, Public Relations, Public Speaking, Instructional Design, Sales Management, Customer Relations, Customer Retention, Event Planning, Event Execution, Problem Solving, Proposal Writing, Data Analysis, Publications, Email Marketing
Education
New Horizons Computer Learning Center 2005 — 2005
Certificate(s), Graphic and Web Design
Joliet Junior College 2002 — 2002
Associates of Applied Science, CIS (Microcomputers for Business), 3.8
Joliet Junior College 2000 — 2002
Associate of Applied Science, CIS (Programming Option), 3.9
Brandon DaPrato Brandon DaPrato's Millennium Trust Company Experience November 2014 - Present
Job Account Administrator at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company November 2014 - Present
Northern Trust Corporation August 2013 - November 2014
Accretive Health May 2013 - July 2013
Intuit October 2012 - May 2013
SCAILAB - Tutorium in Intensive English 2009 - 2012
Skills
Windows 9x, Windows XP Professional, Windows 7, Mac OS X, Microsoft Office, Microsoft SharePoint, VMware, OS X, XP, SharePoint, Servers, Troubleshooting, Technical Support, Hardware, Testing, Networking, Windows XP, Security, Time Management
Education
University of Illinois at Chicago 2007 — 2012
Bachelor of Architecture (B.Arch.), Architecture, B
Millennium Trust Company November 2014 - Present
Northern Trust Corporation August 2013 - November 2014
Accretive Health May 2013 - July 2013
Intuit October 2012 - May 2013
SCAILAB - Tutorium in Intensive English 2009 - 2012
Skills
Windows 9x, Windows XP Professional, Windows 7, Mac OS X, Microsoft Office, Microsoft SharePoint, VMware, OS X, XP, SharePoint, Servers, Troubleshooting, Technical Support, Hardware, Testing, Networking, Windows XP, Security, Time Management
Education
University of Illinois at Chicago 2007 — 2012
Bachelor of Architecture (B.Arch.), Architecture, B
Claire Markham's Millennium Trust Company Experience 2008 - 2010
Job Outreach Manager for the Faith and Progressive Policy Initiative at Center for American Progress
Industry Political Organization
Experience
Center for American Progress June 2014 - Present
NETWORK, A National Catholic Social Justice Lobby September 2013 - June 2014
Saint Anselm College August 2011 - May 2013
Millennium Trust Company 2008 - 2010
Our Lady of Tepeyac High School August 2007 - June 2009
Skills
Public Speaking, Volunteer Management, Community Outreach, Fundraising, Nonprofits, Program Development, Theology, Higher Education, Community Organizing, Student Affairs
Education
Catholic Theological Union at Chicago 2009 — 2011
Master of Arts (M.A.), Theology/Theological Studies
Boston College 2003 — 2007
Bachelor of Arts (B.A.), Theology/Theological Studies
LTHS
Oxford University
Theology/Theological Studies
Center for American Progress June 2014 - Present
NETWORK, A National Catholic Social Justice Lobby September 2013 - June 2014
Saint Anselm College August 2011 - May 2013
Millennium Trust Company 2008 - 2010
Our Lady of Tepeyac High School August 2007 - June 2009
Skills
Public Speaking, Volunteer Management, Community Outreach, Fundraising, Nonprofits, Program Development, Theology, Higher Education, Community Organizing, Student Affairs
Education
Catholic Theological Union at Chicago 2009 — 2011
Master of Arts (M.A.), Theology/Theological Studies
Boston College 2003 — 2007
Bachelor of Arts (B.A.), Theology/Theological Studies
LTHS
Oxford University
Theology/Theological Studies
Katherine Boksa Katherine Boksa's Millennium Trust Company Experience June 2007 - August 2007
Job Senior Financial Analyst Corporate Controller Group at RR Donnelley
Industry Accounting
Experience
RR Donnelley July 2015 - Present
McGladrey July 2012 - June 2015
FDIC November 2010 - September 2013
McGladrey November 2010 - July 2012
McGladrey January 2009 - March 2009
Millennium Trust Company June 2007 - August 2007
Education
University of Illinois at Urbana-Champaign 2009 — 2010
Master's degree, Accounting
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor's degree, Accounting
RR Donnelley July 2015 - Present
McGladrey July 2012 - June 2015
FDIC November 2010 - September 2013
McGladrey November 2010 - July 2012
McGladrey January 2009 - March 2009
Millennium Trust Company June 2007 - August 2007
Education
University of Illinois at Urbana-Champaign 2009 — 2010
Master's degree, Accounting
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor's degree, Accounting
John Villegas John Villegas's Millennium Trust Company Experience December 2010 - January 2012
Job John Villegas, State Farm Agent
Industry Financial Services
Experience
State Farm Insurance - J. Villegas Agency Palatine IL 2012 - Present
Millennium Trust Company December 2010 - January 2012
Latino Summit November 2005 - November 2010
Payden & Rygel May 2009 - October 2010
Charles Schwab Trust Company 2005 - February 2009
ADP Retirement Services October 1999 - October 2005
NASD Regulation (Finra) 1997 - 1999
Morningstar 1996 - 1997
Skills
Retirement Solutions, Retirement, Property & Casualty..., Small Business, Mutual Funds, Bilingual, Project Management, Management, Product Marketing, Marketing, Asset Management, Business Development, Financial Services, Insurance, Strategy, 401k, Finance, IRAs, Series 63, Series 6, Life Insurance, Disability Insurance, Banking, Fixed Income
Education
DePaul University 1992 — 1995
BS, Finance
Maine West 1986 — 1990
State Farm Insurance - J. Villegas Agency Palatine IL 2012 - Present
Millennium Trust Company December 2010 - January 2012
Latino Summit November 2005 - November 2010
Payden & Rygel May 2009 - October 2010
Charles Schwab Trust Company 2005 - February 2009
ADP Retirement Services October 1999 - October 2005
NASD Regulation (Finra) 1997 - 1999
Morningstar 1996 - 1997
Skills
Retirement Solutions, Retirement, Property & Casualty..., Small Business, Mutual Funds, Bilingual, Project Management, Management, Product Marketing, Marketing, Asset Management, Business Development, Financial Services, Insurance, Strategy, 401k, Finance, IRAs, Series 63, Series 6, Life Insurance, Disability Insurance, Banking, Fixed Income
Education
DePaul University 1992 — 1995
BS, Finance
Maine West 1986 — 1990
Linda Roon Linda Roon's Millennium Trust Company Experience January 1988 - October 2001
Job Office Manager at Burke Burns & Pinelli, Ltd.
Industry Legal Services
Experience
Burke Burns & Pinelli, Ltd. 2012 - Present
DeLaney Law Offices, Ltd. April 2012 - May 2012
Carron and Company February 2002 - March 2009
Millennium Trust Company January 1988 - October 2001
Skills
Microsoft Office, Westlaw, CM/ECF, LexisNexis, Summation, WestCheck, Concordance, Trial Director, Adobe Acrobat, Tabs3, Probate Court Filings, Quickbooks, ACT! Database, Microsoft System 36, QuickBooks, Litigation, PowerPoint, ACT!, Research, Wills, Lexis
Education
Loyola University of Chicago 2010 — 2012
Bachelor of Arts (BA), Management w/ Certificate in Paralegal Studies, 3.959
Moraine Valley Community College
AAS, Business Administration and Management, General
Burke Burns & Pinelli, Ltd. 2012 - Present
DeLaney Law Offices, Ltd. April 2012 - May 2012
Carron and Company February 2002 - March 2009
Millennium Trust Company January 1988 - October 2001
Skills
Microsoft Office, Westlaw, CM/ECF, LexisNexis, Summation, WestCheck, Concordance, Trial Director, Adobe Acrobat, Tabs3, Probate Court Filings, Quickbooks, ACT! Database, Microsoft System 36, QuickBooks, Litigation, PowerPoint, ACT!, Research, Wills, Lexis
Education
Loyola University of Chicago 2010 — 2012
Bachelor of Arts (BA), Management w/ Certificate in Paralegal Studies, 3.959
Moraine Valley Community College
AAS, Business Administration and Management, General
Chancellor Turner Chancellor Turner's Millennium Trust Company Experience January 2013 - March 2013
Job Investment Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2014 - Present
Discover Financial Services August 2014 - September 2014
JLL February 2014 - July 2014
Millennium Trust Company January 2013 - March 2013
Northern Trust August 2007 - March 2012
JPMorgan Chase June 2006 - August 2007
Aon Hewitt August 2004 - February 2005
The Walt Disney Company June 2004 - January 2005
Skills
Portfolio Management, Investments, Securities, Mutual Funds, Financial Analysis, Bloomberg, Equities, Financial Services, Sales Management, Investment Strategies, Account Management, Sales, Finance, Banking, Series 7, Leadership, Asset Management, Fixed Income, Asset Allocation, Investment Banking, Alternative Investments, Trading, Hedge Funds, Registered..., Asset Managment, ETFs, Wealth Management, Cash Management, Series 63, Bonds, Wealth Management..., Accounting, FINRA, High Net Worth..., Retirement Planning, Loans, Institutional..., FX Options, Credit, Relationship Management, Options, Microsoft Excel, Yardi, JD Edwards, Bloomberg Software, Morningstar, E1, Salesforce.com, Derivatives, Capital Markets
Education
Keller Graduate School of Management of DeVry University 2014 — 2016
Master of Accounting and Financial Management, CPA program
Southern Illinois University, Carbondale 2001 — 2006
B.S, Marketing
University of Central Florida 2004 — 2005
B.S., Finance
Thornwood H.S. 1997 — 2001
Diploma, Distributive Education
Bank of America Merrill Lynch September 2014 - Present
Discover Financial Services August 2014 - September 2014
JLL February 2014 - July 2014
Millennium Trust Company January 2013 - March 2013
Northern Trust August 2007 - March 2012
JPMorgan Chase June 2006 - August 2007
Aon Hewitt August 2004 - February 2005
The Walt Disney Company June 2004 - January 2005
Skills
Portfolio Management, Investments, Securities, Mutual Funds, Financial Analysis, Bloomberg, Equities, Financial Services, Sales Management, Investment Strategies, Account Management, Sales, Finance, Banking, Series 7, Leadership, Asset Management, Fixed Income, Asset Allocation, Investment Banking, Alternative Investments, Trading, Hedge Funds, Registered..., Asset Managment, ETFs, Wealth Management, Cash Management, Series 63, Bonds, Wealth Management..., Accounting, FINRA, High Net Worth..., Retirement Planning, Loans, Institutional..., FX Options, Credit, Relationship Management, Options, Microsoft Excel, Yardi, JD Edwards, Bloomberg Software, Morningstar, E1, Salesforce.com, Derivatives, Capital Markets
Education
Keller Graduate School of Management of DeVry University 2014 — 2016
Master of Accounting and Financial Management, CPA program
Southern Illinois University, Carbondale 2001 — 2006
B.S, Marketing
University of Central Florida 2004 — 2005
B.S., Finance
Thornwood H.S. 1997 — 2001
Diploma, Distributive Education
Karen Moretti Karen Moretti's Millennium Trust Company Experience March 2012 - October 2013
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase October 2013 - Present
Millennium Trust Company March 2012 - October 2013
Nuveen Investments December 2011 - March 2012
MF Global February 2011 - October 2011
Mesirow Financial September 2007 - February 2011
JPMorgan Chase February 2006 - September 2007
JP Morgan Chase February 2005 - February 2006
Banc One Securities Corp 2000 - 2005
Lincoln Financial Advisors August 1997 - March 2000
Skills
Licensing, Series 7, Series 63, AML, Series 24, Fixed Income, Equities, Investment Advisory, Asset Managment, Hedge Funds, Financial Services, Investments, Due Diligence, Risk Management, Capital Markets
Education
DePaul University 2000 — 2007
Liberal Arts, school for new learning
The FINRA Institute at Wharton 2003 — 2005
Certified Regulatory and Compliance Professional (CRCP), Securities
JPMorgan Chase October 2013 - Present
Millennium Trust Company March 2012 - October 2013
Nuveen Investments December 2011 - March 2012
MF Global February 2011 - October 2011
Mesirow Financial September 2007 - February 2011
JPMorgan Chase February 2006 - September 2007
JP Morgan Chase February 2005 - February 2006
Banc One Securities Corp 2000 - 2005
Lincoln Financial Advisors August 1997 - March 2000
Skills
Licensing, Series 7, Series 63, AML, Series 24, Fixed Income, Equities, Investment Advisory, Asset Managment, Hedge Funds, Financial Services, Investments, Due Diligence, Risk Management, Capital Markets
Education
DePaul University 2000 — 2007
Liberal Arts, school for new learning
The FINRA Institute at Wharton 2003 — 2005
Certified Regulatory and Compliance Professional (CRCP), Securities
Diana Ptaszynski's Millennium Trust Company Experience February 2014 - Present
Job Senior Account Manager Private Fund Custody at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company February 2014 - Present
Millennium Trust Company June 2012 - February 2014
Millennium Trust Company November 2009 - June 2012
Morgan Stanley Smith Barney 2008 - 2008
RockStar Consulting 2007 - 2007
Skills
Alternative Investments, IRAs, Investments, Portfolio Management, Financial Services, Asset Allocation, Customer Service, Market Research, Banking, Marketing, Accounting, Asset Management, Finance, Financial Analysis, CRM, Marketing Strategy, Relationship Management
Education
DePaul University 2005 — 2009
Bachelor of Science, Finance, Marketing
Millennium Trust Company February 2014 - Present
Millennium Trust Company June 2012 - February 2014
Millennium Trust Company November 2009 - June 2012
Morgan Stanley Smith Barney 2008 - 2008
RockStar Consulting 2007 - 2007
Skills
Alternative Investments, IRAs, Investments, Portfolio Management, Financial Services, Asset Allocation, Customer Service, Market Research, Banking, Marketing, Accounting, Asset Management, Finance, Financial Analysis, CRM, Marketing Strategy, Relationship Management
Education
DePaul University 2005 — 2009
Bachelor of Science, Finance, Marketing
Nancy Weiler Nancy Weiler's Millennium Trust Company Experience 2008 - 2011
Job Finance & Business Operations Professional
Industry Telecommunications
Experience
Inteliquent February 2012 - Present
Inteliquent (fna Neutral Tandem) October 2011 - February 2012
Neutral Tandem 2011 - October 2011
Millennium Trust Company 2008 - 2011
Verizon Communications 2006 - 2008
MCI 2002 - 2006
Skills
Forecasting, Analysis, Finance, Expense Reduction, Problem Solving, Process Management, Communication, Implementation, Policy Compliance, Customer Service, Telecommunications, New Business Development, CRM, Essbase, Variance Analysis, Business Analysis, Management, Expenses, Managed Services, Data Analysis, Access, Accounting, Vendor Management, Process Improvement, Sales Management, Human Resources, Mergers & Acquisitions, Employee Benefits, Cross-functional Team..., Financial Analysis, Business Process..., Start-ups, Budgets, Product Management, Leadership, Account Management, Business Development, Strategic Partnerships, Business Planning, Program Management, Strategy, Contract Negotiation, Team Leadership
Education
Loyola University Chicago
BA, Political Science
Inteliquent February 2012 - Present
Inteliquent (fna Neutral Tandem) October 2011 - February 2012
Neutral Tandem 2011 - October 2011
Millennium Trust Company 2008 - 2011
Verizon Communications 2006 - 2008
MCI 2002 - 2006
Skills
Forecasting, Analysis, Finance, Expense Reduction, Problem Solving, Process Management, Communication, Implementation, Policy Compliance, Customer Service, Telecommunications, New Business Development, CRM, Essbase, Variance Analysis, Business Analysis, Management, Expenses, Managed Services, Data Analysis, Access, Accounting, Vendor Management, Process Improvement, Sales Management, Human Resources, Mergers & Acquisitions, Employee Benefits, Cross-functional Team..., Financial Analysis, Business Process..., Start-ups, Budgets, Product Management, Leadership, Account Management, Business Development, Strategic Partnerships, Business Planning, Program Management, Strategy, Contract Negotiation, Team Leadership
Education
Loyola University Chicago
BA, Political Science
David Braga Jr.'s Millennium Trust Company Experience July 2013 - Present
Job Vice President Relationship Sales Manager at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company July 2013 - Present
JPMorgan Chase May 2011 - July 2013
Global IRA May 2010 - May 2011
Trust Administration Services December 2008 - March 2010
Scripps Investments & Loans August 2004 - November 2008
Trust Administration Services September 2002 - August 2004
A.G. Edwards & Sons, Inc. September 2001 - August 2002
OLDE Discount Stockbrokers / HR Block Financial Advisors June 1998 - September 2001
Skills
Portfolio Management, Investments, Loans, Mortgage Lending, Mortgage Banking, Mutual Funds, Alternative Investments, Wealth Management, Banking, Series 7, Asset Management, Retirement Planning, Credit, Finance, Management, Financial Services, Equities
Education
Tulane University - A.B. Freeman School of Business 1993 — 1998
BSM, Finance
Tabor Academy
Millennium Trust Company July 2013 - Present
JPMorgan Chase May 2011 - July 2013
Global IRA May 2010 - May 2011
Trust Administration Services December 2008 - March 2010
Scripps Investments & Loans August 2004 - November 2008
Trust Administration Services September 2002 - August 2004
A.G. Edwards & Sons, Inc. September 2001 - August 2002
OLDE Discount Stockbrokers / HR Block Financial Advisors June 1998 - September 2001
Skills
Portfolio Management, Investments, Loans, Mortgage Lending, Mortgage Banking, Mutual Funds, Alternative Investments, Wealth Management, Banking, Series 7, Asset Management, Retirement Planning, Credit, Finance, Management, Financial Services, Equities
Education
Tulane University - A.B. Freeman School of Business 1993 — 1998
BSM, Finance
Tabor Academy
Kathy Horton's Millennium Trust Company Experience December 2014 - Present
Job AVP, IT Project Management at Millennium Trust Company
Industry Information Technology and Services
Experience
Millennium Trust Company December 2014 - Present
Stericycle January 2012 - December 2014
Phonak May 2010 - December 2011
Adams Harris August 2007 - August 2009
Ineum Consulting (formerly Parson Consulting; a subsidiary of MCG) September 2002 - August 2007
First Commonwealth June 2001 - September 2002
Semotus Solutions November 2000 - May 2001
Skills
Project Management, Salesforce.com, Email Marketing, Digital Marketing, CRM software, CRM, Business Development, Strategy, New Business Development, Management, Professional Services, Recruiting, Leadership, SaaS, Analysis, Sales Process, Change Management, Sales Operations, Sales, Solution Selling, Process Improvement, Marketing, Budgets, Customer Service, Analytics, Account Management, Business Analysis, Product Management, Business Strategy, Security, Marketing Strategy, Sales Management, Cross-functional Team..., Project management
Education
Loyola University of Chicago 1994 — 1998
B.A., Communications, Marketing, Business
Millennium Trust Company December 2014 - Present
Stericycle January 2012 - December 2014
Phonak May 2010 - December 2011
Adams Harris August 2007 - August 2009
Ineum Consulting (formerly Parson Consulting; a subsidiary of MCG) September 2002 - August 2007
First Commonwealth June 2001 - September 2002
Semotus Solutions November 2000 - May 2001
Skills
Project Management, Salesforce.com, Email Marketing, Digital Marketing, CRM software, CRM, Business Development, Strategy, New Business Development, Management, Professional Services, Recruiting, Leadership, SaaS, Analysis, Sales Process, Change Management, Sales Operations, Sales, Solution Selling, Process Improvement, Marketing, Budgets, Customer Service, Analytics, Account Management, Business Analysis, Product Management, Business Strategy, Security, Marketing Strategy, Sales Management, Cross-functional Team..., Project management
Education
Loyola University of Chicago 1994 — 1998
B.A., Communications, Marketing, Business
Alison DeRuiter Alison DeRuiter's Millennium Trust Company Experience May 2015 - Present
Job President at InterVarsity Christian Fellowship/USA @ Illinois State University
Industry Publishing
Experience
Oberweis Dairy June 2015 - Present
Millennium Trust Company May 2015 - Present
InterVarsity Christian Fellowship/USA @ Illinois State University August 2014 - Present
Illinois State University August 2014 - April 2015
Euphemism August 2014 - December 2014
Millennium Trust Company June 2014 - August 2014
McDonald's Corporation May 2013 - March 2014
Euphemism September 2013 - December 2013
H. Fuller Companies September 2013 - September 2013
Cornerstone University November 2012 - May 2013
Skills
Social Media, Social Networking, Microsoft Word, Proofreading, Time Management, Microsoft Excel, Reading Comprehension, Google Docs, Analytic Thinking, Problem Solving, Timely Decision Making, Customer Service, Light Housekeeping, Adobe InDesign, Copy Editing, PowerPoint, HTML, Public Speaking, Editing, Microsoft Office, Leadership
Education
Illinois State University 2013 — 2015
Bachelor of Arts (BA), English Publishing Studies
Cornerstone University 2011 — 2013
Oberweis Dairy June 2015 - Present
Millennium Trust Company May 2015 - Present
InterVarsity Christian Fellowship/USA @ Illinois State University August 2014 - Present
Illinois State University August 2014 - April 2015
Euphemism August 2014 - December 2014
Millennium Trust Company June 2014 - August 2014
McDonald's Corporation May 2013 - March 2014
Euphemism September 2013 - December 2013
H. Fuller Companies September 2013 - September 2013
Cornerstone University November 2012 - May 2013
Skills
Social Media, Social Networking, Microsoft Word, Proofreading, Time Management, Microsoft Excel, Reading Comprehension, Google Docs, Analytic Thinking, Problem Solving, Timely Decision Making, Customer Service, Light Housekeeping, Adobe InDesign, Copy Editing, PowerPoint, HTML, Public Speaking, Editing, Microsoft Office, Leadership
Education
Illinois State University 2013 — 2015
Bachelor of Arts (BA), English Publishing Studies
Cornerstone University 2011 — 2013
Flavia Cioanca's Millennium Trust Company Experience July 2014 - August 2015
Job Instructional designer
Industry E-Learning
Experience
The Linux Foundation October 2014 - Present
Millennium Trust Company July 2014 - August 2015
Millennium Trust Company September 2012 - August 2015
Bran Employment Agency 2009 - 2011
Wendella Sightseeing Co. Inc. 2007 - 2008
Wendella Sightseeing Co. Inc. 2005 - 2007
Skills
Evaluation, Training, Needs Analysis, Lectora, Adobe Captivate, Instructional Design, Customer Service, Account Management, Outlook, PowerPoint, Marketing, Microsoft Office, Microsoft Excel, HRD Consulting, Project Management, Group Dynamics, Team Building
Education
Northeastern Illinois University 2012 — 2015
Master of Arts (M.A.), Human Resource Development, 4.0 GPA
Babes-Bolyai University, Cluj-Napoca, Romania 2001 — 2005
Bachelor of Arts (B.A.), Geography and English Language and Literature
The Linux Foundation October 2014 - Present
Millennium Trust Company July 2014 - August 2015
Millennium Trust Company September 2012 - August 2015
Bran Employment Agency 2009 - 2011
Wendella Sightseeing Co. Inc. 2007 - 2008
Wendella Sightseeing Co. Inc. 2005 - 2007
Skills
Evaluation, Training, Needs Analysis, Lectora, Adobe Captivate, Instructional Design, Customer Service, Account Management, Outlook, PowerPoint, Marketing, Microsoft Office, Microsoft Excel, HRD Consulting, Project Management, Group Dynamics, Team Building
Education
Northeastern Illinois University 2012 — 2015
Master of Arts (M.A.), Human Resource Development, 4.0 GPA
Babes-Bolyai University, Cluj-Napoca, Romania 2001 — 2005
Bachelor of Arts (B.A.), Geography and English Language and Literature
Dustin Locklear Dustin Locklear's Millennium Trust Company Experience October 2010 - July 2013
Job HR Sales Consultant at Paychex
Industry Financial Services
Experience
Paychex July 2013 - Present
Millennium Trust Company October 2010 - July 2013
The Keane Organization June 2008 - July 2010
The Keane Organization December 2003 - June 2008
Rider University January 2002 - August 2003
Merion Publications November 2000 - January 2002
Skills
Marketing, Employee Benefits, Client Relations Skills, Business Development, Team Management, Social Media, Account Management, New Business Development, 401k
Education
Rider University 1997 — 2000
Bachelor's, English
Paychex July 2013 - Present
Millennium Trust Company October 2010 - July 2013
The Keane Organization June 2008 - July 2010
The Keane Organization December 2003 - June 2008
Rider University January 2002 - August 2003
Merion Publications November 2000 - January 2002
Skills
Marketing, Employee Benefits, Client Relations Skills, Business Development, Team Management, Social Media, Account Management, New Business Development, 401k
Education
Rider University 1997 — 2000
Bachelor's, English
Chris Van Tiem, CPA Chris Van Tiem, CPA's Millennium Trust Company Experience May 2008 - August 2008
Job KPMG
Industry Management Consulting
Experience
KPMG LLP September 2013 - Present
Defense Finance & Accounting Service January 2010 - September 2013
Millennium Trust Company May 2008 - August 2008
Skills
Internal controls..., Microsoft Office, Pivot Tables, Financial Analysis, Access, Accounts Receivable, Financial Reporting, Internal Controls, Personal Income Tax..., Tax-planning, Analysis, Accounting, GAAP, General Ledger, Financial Accounting, CPA, Journal Entries, Account Reconciliation, Auditing, US GAAP, Tax Preparation, Accounts Payable, Financial Statements, Tax, Income Tax, Variance Analysis
Education
University of Dayton 2004 — 2009
Bachelors, Accounting
KPMG LLP September 2013 - Present
Defense Finance & Accounting Service January 2010 - September 2013
Millennium Trust Company May 2008 - August 2008
Skills
Internal controls..., Microsoft Office, Pivot Tables, Financial Analysis, Access, Accounts Receivable, Financial Reporting, Internal Controls, Personal Income Tax..., Tax-planning, Analysis, Accounting, GAAP, General Ledger, Financial Accounting, CPA, Journal Entries, Account Reconciliation, Auditing, US GAAP, Tax Preparation, Accounts Payable, Financial Statements, Tax, Income Tax, Variance Analysis
Education
University of Dayton 2004 — 2009
Bachelors, Accounting
Timothy Movido Timothy Movido's Millennium Trust Company Experience March 2006 - April 2010
Job Regional Vice President (DCIO) External Wholesaler Voya Investment Management (formerly ING US)
Industry Financial Services
Experience
Voya Investment Management January 2015 - Present
MassMutual Financial Group - Retirement Services December 2011 - January 2015
The Hartford Retirement Plans Group December 2011 - December 2012
John Hancock Retirement Plan Services April 2010 - December 2011
Millennium Trust Company March 2006 - April 2010
Wells Fargo Financial 2004 - 2005
Skills
Series 6, Series 63, Life Insurance, UMASS 401k..., Defined Benefit, Defined Contribution..., 401k, Retirement Plan Design, Pensions, Defined Contribution, Marketing, Retirement Planning, Insurance, Sales, Mutual Funds, Retirement, Investments, Financial Services
Education
Taylor University 2000 — 2004
Bachelor of Science, Marketing, Management Information Systems
Voya Investment Management January 2015 - Present
MassMutual Financial Group - Retirement Services December 2011 - January 2015
The Hartford Retirement Plans Group December 2011 - December 2012
John Hancock Retirement Plan Services April 2010 - December 2011
Millennium Trust Company March 2006 - April 2010
Wells Fargo Financial 2004 - 2005
Skills
Series 6, Series 63, Life Insurance, UMASS 401k..., Defined Benefit, Defined Contribution..., 401k, Retirement Plan Design, Pensions, Defined Contribution, Marketing, Retirement Planning, Insurance, Sales, Mutual Funds, Retirement, Investments, Financial Services
Education
Taylor University 2000 — 2004
Bachelor of Science, Marketing, Management Information Systems
Margaret Grzych Margaret Grzych's Millennium Trust Company Experience March 2011 - February 2012
Job Assistant General Manager
Industry Financial Services
Experience
Equinox August 2015 - Present
DMM Produce February 2012 - August 2015
Millennium Trust Company March 2011 - February 2012
Skills
Roth IRA, Alternative Investments, IRAs, Mutual Funds, Financial Services, Retirement, Investments, Trading, Asset, Finance, Asset Management, Customer Service, Financial Analysis, Microsoft Office, Wealth Management
Education
DePaul University 2009 — 2016
International Studies MA, Cluster Theory in Poland
DePaul University 2004 — 2009
International Studies BA, German BA, Psychology BA, Cluster Theory in Poland
Glenbrook South
Equinox August 2015 - Present
DMM Produce February 2012 - August 2015
Millennium Trust Company March 2011 - February 2012
Skills
Roth IRA, Alternative Investments, IRAs, Mutual Funds, Financial Services, Retirement, Investments, Trading, Asset, Finance, Asset Management, Customer Service, Financial Analysis, Microsoft Office, Wealth Management
Education
DePaul University 2009 — 2016
International Studies MA, Cluster Theory in Poland
DePaul University 2004 — 2009
International Studies BA, German BA, Psychology BA, Cluster Theory in Poland
Glenbrook South
Liliana Florea Liliana Florea's Millennium Trust Company Experience March 2008 - November 2009
Job Account Administrator at Millennium Trust Company
Industry Financial Services
Experience
Tecta America Corp January 2014 - October 2014
Styrolution America LLC (Advanced Resource Contractor) May 2013 - November 2013
Millennium Trust Company March 2008 - November 2009
Knight Industries LLC April 2005 - June 2007
Winston & Strawn LLP February 2004 - November 2004
TCF National Bank July 1998 - October 2002
Aon Service Corporation August 2000 - March 2001
Education
University of Illinois at Chicago 1998 — 2003
Bachelor of Science, Finance
Tecta America Corp January 2014 - October 2014
Styrolution America LLC (Advanced Resource Contractor) May 2013 - November 2013
Millennium Trust Company March 2008 - November 2009
Knight Industries LLC April 2005 - June 2007
Winston & Strawn LLP February 2004 - November 2004
TCF National Bank July 1998 - October 2002
Aon Service Corporation August 2000 - March 2001
Education
University of Illinois at Chicago 1998 — 2003
Bachelor of Science, Finance
Samuel Wynne's Millennium Trust Company Experience January 2015 - Present
Job Account Administrator at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company January 2015 - Present
ICM Products, Inc September 2014 - December 2014
National Standard May 2013 - August 2013
KIK Custom Products May 2010 - April 2013
Skills
Analysis, Data Analysis, Financial Statements, PowerPoint, Sales, Microsoft Word, Microsoft Office, Financial Reporting, Customer Service, Time Management
Education
Indiana University South Bend 2010 — 2014
BS, Finance, General
Millennium Trust Company January 2015 - Present
ICM Products, Inc September 2014 - December 2014
National Standard May 2013 - August 2013
KIK Custom Products May 2010 - April 2013
Skills
Analysis, Data Analysis, Financial Statements, PowerPoint, Sales, Microsoft Word, Microsoft Office, Financial Reporting, Customer Service, Time Management
Education
Indiana University South Bend 2010 — 2014
BS, Finance, General
Rosie Martinez Rosie Martinez's Millennium Trust Company Experience July 2014 - Present
Job Business Development at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company July 2014 - Present
Millennium Trust Company February 2012 - July 2014
Platnium Partners August 2006 - January 2012
Staples/school kidz November 2007 - April 2010
Allstate Insurance Company August 2003 - November 2004
Allstate Life Insurance Company October 2001 - August 2003
Allstate Life Insurance Company March 2001 - October 2001
Allstate Life Insurance Company April 1999 - March 2001
Allstate Life Insurance Company November 1995 - April 1999
Allstate Life Insurance Company June 1990 - November 1995
Skills
Business Development, Contract Negotiation, Marketing, Negotiation, Sales, Strategic Planning, Leadership, Mutual Funds, Finance, Retirement Planning, Sales Management, Customer Service, Financial Services, Investments, Management
Education
City Colleges of Chicago-Richard J Daley College
DePaul University
Millennium Trust Company July 2014 - Present
Millennium Trust Company February 2012 - July 2014
Platnium Partners August 2006 - January 2012
Staples/school kidz November 2007 - April 2010
Allstate Insurance Company August 2003 - November 2004
Allstate Life Insurance Company October 2001 - August 2003
Allstate Life Insurance Company March 2001 - October 2001
Allstate Life Insurance Company April 1999 - March 2001
Allstate Life Insurance Company November 1995 - April 1999
Allstate Life Insurance Company June 1990 - November 1995
Skills
Business Development, Contract Negotiation, Marketing, Negotiation, Sales, Strategic Planning, Leadership, Mutual Funds, Finance, Retirement Planning, Sales Management, Customer Service, Financial Services, Investments, Management
Education
City Colleges of Chicago-Richard J Daley College
DePaul University
Jane Donoho's Millennium Trust Company Experience April 2014 - 2015
Job Project Manager | Business Analyst
Industry Information Technology and Services
Experience
Millennium Trust Company April 2014 - 2015
Coventry Health Care / Aetna November 2012 - February 2014
McDonald's Corporation July 2012 - October 2012
LyntonWeb December 2009 - January 2012
JD Marketing 'n More February 2008 - December 2009
gomembers, Inc. June 2008 - November 2008
Iron Mountain September 2006 - March 2007
American Imaging Management January 2006 - June 2006
Scholastic June 2005 - October 2005
j-Link Merchandise Group 2003 - 2005
Skills
Project Coordination, Project Planning, Software Project..., Web Project Management, Business Analysis, Process Improvement, Business Process..., Website Redesign, website design, Account Management, Inside Sales, Software Training, Staff Training, Software Quality..., Presenter, Online Training, FogBugz, SDLC, Retail, Retail Sales, Direct Sales, Project Management, Interactive Projects, Volunteer Management, Volunteer Recruiting, Volunteer Training, Inbound Marketing, Sales, Web Design, Training, Hands-on Training, Software Documentation, Management, Leadership, Integration, Team Leadership, CRM, Vendor Management, Strategy, Consulting, Business Process
Education
Illinois State University 1984 — 1986
Bachelor’s Degree, Music Therapy, Education
Joliet Junior College 1981 — 1984
Associate’s Degree, Business, Music, and Education
Millennium Trust Company April 2014 - 2015
Coventry Health Care / Aetna November 2012 - February 2014
McDonald's Corporation July 2012 - October 2012
LyntonWeb December 2009 - January 2012
JD Marketing 'n More February 2008 - December 2009
gomembers, Inc. June 2008 - November 2008
Iron Mountain September 2006 - March 2007
American Imaging Management January 2006 - June 2006
Scholastic June 2005 - October 2005
j-Link Merchandise Group 2003 - 2005
Skills
Project Coordination, Project Planning, Software Project..., Web Project Management, Business Analysis, Process Improvement, Business Process..., Website Redesign, website design, Account Management, Inside Sales, Software Training, Staff Training, Software Quality..., Presenter, Online Training, FogBugz, SDLC, Retail, Retail Sales, Direct Sales, Project Management, Interactive Projects, Volunteer Management, Volunteer Recruiting, Volunteer Training, Inbound Marketing, Sales, Web Design, Training, Hands-on Training, Software Documentation, Management, Leadership, Integration, Team Leadership, CRM, Vendor Management, Strategy, Consulting, Business Process
Education
Illinois State University 1984 — 1986
Bachelor’s Degree, Music Therapy, Education
Joliet Junior College 1981 — 1984
Associate’s Degree, Business, Music, and Education
Vaishnav Ramanan Vaishnav Ramanan's Millennium Trust Company Experience July 2014 - Present
Job Sr. BizTalk Consultant at Millennium Trust Company
Industry Computer Software
Experience
Millennium Trust Company July 2014 - Present
Consumers Energy December 2011 - June 2014
Museum of Science and Industry, Chicago October 2010 - November 2011
Brightstar January 2010 - September 2010
First Solar July 2008 - December 2009
Vector Systems Inc January 2007 - July 2008
CIGNA Healthcare January 2007 - June 2008
Skills
BizTalk, .NET, WCF, C#, XSLT, SOA, EDI, Microsoft SQL Server, Integration, EAI, Business Intelligence, Scrum, Oracle, XML, SSIS, SDLC
Education
Ball State University
MS, Computer Networking
Bharathidasan University
B.E, ECE
Millennium Trust Company July 2014 - Present
Consumers Energy December 2011 - June 2014
Museum of Science and Industry, Chicago October 2010 - November 2011
Brightstar January 2010 - September 2010
First Solar July 2008 - December 2009
Vector Systems Inc January 2007 - July 2008
CIGNA Healthcare January 2007 - June 2008
Skills
BizTalk, .NET, WCF, C#, XSLT, SOA, EDI, Microsoft SQL Server, Integration, EAI, Business Intelligence, Scrum, Oracle, XML, SSIS, SDLC
Education
Ball State University
MS, Computer Networking
Bharathidasan University
B.E, ECE
George Volland - MBA, CTP's Millennium Trust Company Experience May 2003 - May 2005
Job Seeking New Opportunities
Industry Financial Services
Experience
Northern Trust November 2008 - December 2014
Self-employed February 2007 - November 2008
Flexible Benefit Service Corporation May 2005 - January 2007
Millennium Trust Company May 2003 - May 2005
I-Tech Solutions Corporation December 2001 - May 2003
Procard February 2000 - December 2001
American Express March 1999 - February 2000
First National Bank of Chicago February 1993 - March 1999
First National Bank of Chicago August 1987 - February 1993
Skills
Cross-functional Team..., Selling Skills, Budgets, B2B Marketing, Product Development, Proposal Writing, Business Development, Credit Cards, Product Management, Strategic Partnerships, Strategy, Management, Business Planning, Banking, Leadership, Forecasting, Start-ups, Portfolio Management, Mergers & Acquisitions, Financial Services, Financial Analysis, Cash Management, Finance, Management Consulting, Investments, Analysis, Treasury Management
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA
Western Illinois University
Northern Trust November 2008 - December 2014
Self-employed February 2007 - November 2008
Flexible Benefit Service Corporation May 2005 - January 2007
Millennium Trust Company May 2003 - May 2005
I-Tech Solutions Corporation December 2001 - May 2003
Procard February 2000 - December 2001
American Express March 1999 - February 2000
First National Bank of Chicago February 1993 - March 1999
First National Bank of Chicago August 1987 - February 1993
Skills
Cross-functional Team..., Selling Skills, Budgets, B2B Marketing, Product Development, Proposal Writing, Business Development, Credit Cards, Product Management, Strategic Partnerships, Strategy, Management, Business Planning, Banking, Leadership, Forecasting, Start-ups, Portfolio Management, Mergers & Acquisitions, Financial Services, Financial Analysis, Cash Management, Finance, Management Consulting, Investments, Analysis, Treasury Management
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA
Western Illinois University
Carrie Orbegoso's Millennium Trust Company Experience August 2014 - Present
Job Alternative Investments: Operational Assessment Specialist at Millennium Trust Company, LLC
Industry Financial Services
Experience
Millennium Trust Company August 2014 - Present
Millennium Trust Company December 2010 - July 2014
Millennium Trust Company June 2010 - August 2010
Millennium Trust Company June 2008 - August 2008
Skills
Marketing Communications, Account Administration, Alternative Investments, Private Equity, Relationship Management, Research, Client Relations Skills, Strategic Communications
Education
Illinois State University 2005 — 2010
Bachelor of Science (BS), Marketing
Glenbard West Highschool 2001 — 2005
Millennium Trust Company August 2014 - Present
Millennium Trust Company December 2010 - July 2014
Millennium Trust Company June 2010 - August 2010
Millennium Trust Company June 2008 - August 2008
Skills
Marketing Communications, Account Administration, Alternative Investments, Private Equity, Relationship Management, Research, Client Relations Skills, Strategic Communications
Education
Illinois State University 2005 — 2010
Bachelor of Science (BS), Marketing
Glenbard West Highschool 2001 — 2005
Amish Merchant Amish Merchant's Millennium Trust Company Experience January 2015 - Present
Job Senior Account Manager Investment Advisor Services at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company January 2015 - Present
Millennium Trust Company July 2011 - January 2015
BankFinancial September 2009 - July 2011
BankFinancial March 2007 - September 2009
Skills
Investments, Customer Service, Wealth Management, Management, Auditing, Retirement, Sales, Banking, Finance, Mutual Funds, Financial Services
Education
Northeastern Illinois University
B.S. Business Management
Millennium Trust Company January 2015 - Present
Millennium Trust Company July 2011 - January 2015
BankFinancial September 2009 - July 2011
BankFinancial March 2007 - September 2009
Skills
Investments, Customer Service, Wealth Management, Management, Auditing, Retirement, Sales, Banking, Finance, Mutual Funds, Financial Services
Education
Northeastern Illinois University
B.S. Business Management
Dominic Colletti's Millennium Trust Company Experience May 2011 - December 2011
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - April 2014
Fidelity Investments June 2012 - August 2012
Millennium Trust Company May 2011 - December 2011
Skills
Investments, Financial Markets, Equity Investments, Bond Investments, Retirement Plans, Financial Economics, Statistical Analysis, Business Economics, Options, Mutual Funds
Education
Kaplan University 2013 — 2016
CFP® Certification Program
Illinois State University 2010 — 2012
Bachelor of Science, Economics
Waubonsee Community College 2008 — 2010
Associate of Science, Business
Fidelity Investments December 2012 - April 2014
Fidelity Investments June 2012 - August 2012
Millennium Trust Company May 2011 - December 2011
Skills
Investments, Financial Markets, Equity Investments, Bond Investments, Retirement Plans, Financial Economics, Statistical Analysis, Business Economics, Options, Mutual Funds
Education
Kaplan University 2013 — 2016
CFP® Certification Program
Illinois State University 2010 — 2012
Bachelor of Science, Economics
Waubonsee Community College 2008 — 2010
Associate of Science, Business
Ryan Schneider's Millennium Trust Company Experience September 2015 - Present
Job SVP, Regional Director at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company September 2015 - Present
Self Directed IRA Services, Inc. November 2009 - August 2015
Sterling Trust Company October 2004 - November 2009
Sterling Trust Company May 2002 - October 2004
Skills
Investments, IRAs, Small Business, Alternative Investments, Pensions, Customer Service, Business Development, New Business Development, Private Equity, Mergers & Acquisitions, Loans, Wealth Management, Start-ups, Real Estate, Sales, Retirement Planning, Marketing
Education
Texas Tech University - Rawls College of Business 1997 — 2001
BBA, Marketing
Millennium Trust Company September 2015 - Present
Self Directed IRA Services, Inc. November 2009 - August 2015
Sterling Trust Company October 2004 - November 2009
Sterling Trust Company May 2002 - October 2004
Skills
Investments, IRAs, Small Business, Alternative Investments, Pensions, Customer Service, Business Development, New Business Development, Private Equity, Mergers & Acquisitions, Loans, Wealth Management, Start-ups, Real Estate, Sales, Retirement Planning, Marketing
Education
Texas Tech University - Rawls College of Business 1997 — 2001
BBA, Marketing
Gregory Glawe Gregory Glawe's Millennium Trust Company Experience May 2010 - August 2010
Job Maintenance Analyst at GATX
Industry Financial Services
Experience
GATX September 2015 - Present
GATX February 2014 - Present
GATX September 2012 - February 2014
PepsiCo September 2011 - September 2012
Millennium Trust Company May 2010 - August 2010
ZORCH and Hit Big Sports May 2009 - August 2009
Skills
Analysis, Team Building, Sales, Management, Negotiation, Interviews, Marketing
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
B.B.A., Finance and Marketing
GATX September 2015 - Present
GATX February 2014 - Present
GATX September 2012 - February 2014
PepsiCo September 2011 - September 2012
Millennium Trust Company May 2010 - August 2010
ZORCH and Hit Big Sports May 2009 - August 2009
Skills
Analysis, Team Building, Sales, Management, Negotiation, Interviews, Marketing
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
B.B.A., Finance and Marketing
Richard Paret's Millennium Trust Company Experience May 2015 - August 2015
Job Accounting Tutor at Olivet Nazarene University
Industry Higher Education
Experience
Olivet Nazarene University September 2015 - Present
Millennium Trust Company May 2015 - August 2015
Millennium Trust Company December 2014 - January 2015
Millennium Trust Company May 2014 - August 2014
Skills
Teamwork, Time Management, Microsoft Word, Financial Accounting, Microsoft Excel, Spanish-English, Leadership, Soccer, PowerPoint, Multi Tasking, Determination to Succeed, Data Entry, Corporate Finance, Accounting, Auditing, Income Tax, Spanish, Team Leadership
Education
Olivet Nazarene University 2012 — 2016
Bachelor's degree, Accounting and Finance, Senior
Olivet Nazarene University September 2015 - Present
Millennium Trust Company May 2015 - August 2015
Millennium Trust Company December 2014 - January 2015
Millennium Trust Company May 2014 - August 2014
Skills
Teamwork, Time Management, Microsoft Word, Financial Accounting, Microsoft Excel, Spanish-English, Leadership, Soccer, PowerPoint, Multi Tasking, Determination to Succeed, Data Entry, Corporate Finance, Accounting, Auditing, Income Tax, Spanish, Team Leadership
Education
Olivet Nazarene University 2012 — 2016
Bachelor's degree, Accounting and Finance, Senior
Otilia Chavez Ortiz's Millennium Trust Company Experience 2007 - March 2013
Job AAA Insurance Agent
Industry Insurance
Experience
Lia Chavez Insurance Agency May 2015 - Present
Millennium Trust Company 2007 - March 2013
Chase January 2005 - September 2005
American Express January 2000 - February 2004
Skills
Alternative Investments, Financial Services, Investor Relations, Access, Microsoft Excel, Customer Service, Retirement, PowerPoint, Microsoft Word, Outlook, Accounts Receivable, Investments, Account Management, Risk Management, Finance, Leadership, Management, Salesforce.com
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Master of Business Administration (MBA), Concentration in Accounting
DeVry University 2007 — 2010
Bachelors, Business administration with HR
Lia Chavez Insurance Agency May 2015 - Present
Millennium Trust Company 2007 - March 2013
Chase January 2005 - September 2005
American Express January 2000 - February 2004
Skills
Alternative Investments, Financial Services, Investor Relations, Access, Microsoft Excel, Customer Service, Retirement, PowerPoint, Microsoft Word, Outlook, Accounts Receivable, Investments, Account Management, Risk Management, Finance, Leadership, Management, Salesforce.com
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Master of Business Administration (MBA), Concentration in Accounting
DeVry University 2007 — 2010
Bachelors, Business administration with HR
Paul Burnett Paul Burnett's Millennium Trust Company Experience May 2015 - Present
Job AVP, IT Project Management at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company May 2015 - Present
American Medical Association December 2014 - May 2015
Baker & McKenzie January 2009 - December 2014
Dearborn National April 2008 - December 2008
MetLife April 2004 - April 2008
Skills
Project Management, SharePoint, Team Leadership, Software Development, Integration, Process Improvement, Business Process, Team Building, Business Process..., Agile Project Management, Scrum, Management, Leadership, SDLC, IT Strategy, IT Management, Business Analysis
Education
Aurora University 2005 — 2006
MBA, Sales Management
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
BS, Finance
Millennium Trust Company May 2015 - Present
American Medical Association December 2014 - May 2015
Baker & McKenzie January 2009 - December 2014
Dearborn National April 2008 - December 2008
MetLife April 2004 - April 2008
Skills
Project Management, SharePoint, Team Leadership, Software Development, Integration, Process Improvement, Business Process, Team Building, Business Process..., Agile Project Management, Scrum, Management, Leadership, SDLC, IT Strategy, IT Management, Business Analysis
Education
Aurora University 2005 — 2006
MBA, Sales Management
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
BS, Finance
Mallory Sidarous Mallory Sidarous's Millennium Trust Company Experience May 2007 - August 2008
Job Marketing Specialist at Southern Illinois University Edwardsville
Industry Marketing and Advertising
Experience
Southern Illinois University Edwardsville August 2008 - Present
Millennium Trust Company May 2007 - August 2008
Eastern Illinois University 2005 - 2007
Gateway Center 2006 - 2006
Skills
Social Media, Public Relations, Strategic Communications, Facebook, Brand Development, Marketing, Public Speaking, Training, Event Planning, Fundraising, Sales, Microsoft Office, Community Outreach, Management, Higher Education, Marketing Communications, Customer Service, Press Releases, Social Networking, Research, Event Management
Education
Southern Illinois University, Edwardsville 2009 — 2011
Masters in Business Adminstration, Business
Eastern Illinois University 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Marketing
Southern Illinois University Edwardsville August 2008 - Present
Millennium Trust Company May 2007 - August 2008
Eastern Illinois University 2005 - 2007
Gateway Center 2006 - 2006
Skills
Social Media, Public Relations, Strategic Communications, Facebook, Brand Development, Marketing, Public Speaking, Training, Event Planning, Fundraising, Sales, Microsoft Office, Community Outreach, Management, Higher Education, Marketing Communications, Customer Service, Press Releases, Social Networking, Research, Event Management
Education
Southern Illinois University, Edwardsville 2009 — 2011
Masters in Business Adminstration, Business
Eastern Illinois University 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Marketing
Carsten Popp Carsten Popp's Millennium Trust Company Experience April 2015 - Present
Job Senior Integrated Designer at Millennium Trust
Industry Graphic Design
Experience
Millennium Trust Company April 2015 - Present
Calamos Investments June 2010 - April 2015
Euro RSCG June 2004 - June 2010
Self-employed October 2003 - June 2004
Primedia September 2000 - October 2003
Skills
Art Direction, Corporate Identity, Creative Direction, Logo Design, Typography, Graphic Design, Adobe Creative Suite, Layout, Adobe Acrobat, Illustration, Branding & Identity, Mac, Dreamweaver, Advertising, Illustrator, Information Architecture, Web Design, InDesign, Interaction Design, User Interface Design, Graphics, Email Marketing, Website Development, Digital Marketing, Creative Strategy, Collateral, Posters, QuarkXPress, Visual Communication, High-end Retouching, Flash Animation, After Effects
Education
Southern Illinois University, Carbondale 1995 — 1999
Bachelor of Arts (B.A.), Graphic Design
Millennium Trust Company April 2015 - Present
Calamos Investments June 2010 - April 2015
Euro RSCG June 2004 - June 2010
Self-employed October 2003 - June 2004
Primedia September 2000 - October 2003
Skills
Art Direction, Corporate Identity, Creative Direction, Logo Design, Typography, Graphic Design, Adobe Creative Suite, Layout, Adobe Acrobat, Illustration, Branding & Identity, Mac, Dreamweaver, Advertising, Illustrator, Information Architecture, Web Design, InDesign, Interaction Design, User Interface Design, Graphics, Email Marketing, Website Development, Digital Marketing, Creative Strategy, Collateral, Posters, QuarkXPress, Visual Communication, High-end Retouching, Flash Animation, After Effects
Education
Southern Illinois University, Carbondale 1995 — 1999
Bachelor of Arts (B.A.), Graphic Design
Tim Vaughn Tim Vaughn's Millennium Trust Company Experience 2003 - 2004
Job Experienced Derivatives Product Control Analyst
Industry Investment Banking
Experience
Bank of America Merrill Lynch August 2004 - July 2015
Millennium Trust Company 2003 - 2004
Morgan Stanley 1999 - 2002
Merrill Lynch 1998 - 1999
Skills
Accounting, Banking, Business Analysis, Business Strategy, Capital Markets, Corporate Finance, Credit, Credit Derivatives, Derivatives, Equities, Equity Derivatives, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Financial Services, Fixed Income, Interest Rate..., Investment Banking, Loans, Management, Microsoft Excel, Microsoft Office, Middle Office, Operational Risk, Risk Management, Valuation, Product Control
Education
Northern Illinois University 1997 — 1999
Bachelor's degree, Accounting and Finance
Bank of America Merrill Lynch August 2004 - July 2015
Millennium Trust Company 2003 - 2004
Morgan Stanley 1999 - 2002
Merrill Lynch 1998 - 1999
Skills
Accounting, Banking, Business Analysis, Business Strategy, Capital Markets, Corporate Finance, Credit, Credit Derivatives, Derivatives, Equities, Equity Derivatives, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Financial Services, Fixed Income, Interest Rate..., Investment Banking, Loans, Management, Microsoft Excel, Microsoft Office, Middle Office, Operational Risk, Risk Management, Valuation, Product Control
Education
Northern Illinois University 1997 — 1999
Bachelor's degree, Accounting and Finance
Martin Grisko's Millennium Trust Company Experience May 2015 - Present
Job HR Administrative Assistant at Millennium Trust Company
Industry Human Resources
Experience
Millennium Trust Company May 2015 - Present
Ann & Robert H. Lurie Children's Hospital of Chicago May 2014 - August 2014
Neumann Family Services May 2013 - August 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Social Media, Customer Service, Microsoft Excel, Time Management, Leadership, Teamwork, Data Analysis, Research, Event Planning, Social Networking
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science, School of Public and Environmental, Major in Healthcare Management & Policy, Minor in Human Resources
Millennium Trust Company May 2015 - Present
Ann & Robert H. Lurie Children's Hospital of Chicago May 2014 - August 2014
Neumann Family Services May 2013 - August 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Social Media, Customer Service, Microsoft Excel, Time Management, Leadership, Teamwork, Data Analysis, Research, Event Planning, Social Networking
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science, School of Public and Environmental, Major in Healthcare Management & Policy, Minor in Human Resources
Damian Susul's Millennium Trust Company Experience February 2014 - Present
Job Team Lead Alternative Investment Transaction Services at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company February 2014 - Present
Millennium Trust Company January 2011 - February 2014
MPS Capital Advisors December 2009 - March 2010
Skills
Alternative Investments, Retirement Planning, Investments, SQL, IRA's, Microsoft Excel, Access, Microsoft Word, Microsoft Office, IRAs, Market Research, Salesforce.com, Options, VBA, Database Design, PowerPoint, Customer Service, Finance, Portfolio Management, Mutual Funds, Banking, Financial Analysis, Financial Services, Securities
Education
University of Illinois at Chicago 2007 — 2009
Bachelor of Science, Finance
Triton College
Millennium Trust Company February 2014 - Present
Millennium Trust Company January 2011 - February 2014
MPS Capital Advisors December 2009 - March 2010
Skills
Alternative Investments, Retirement Planning, Investments, SQL, IRA's, Microsoft Excel, Access, Microsoft Word, Microsoft Office, IRAs, Market Research, Salesforce.com, Options, VBA, Database Design, PowerPoint, Customer Service, Finance, Portfolio Management, Mutual Funds, Banking, Financial Analysis, Financial Services, Securities
Education
University of Illinois at Chicago 2007 — 2009
Bachelor of Science, Finance
Triton College
Alexa Foster's Millennium Trust Company Experience June 2008 - December 2010
Job Recruiter at Tailored Healthcare Staffing
Industry Hospital & Health Care
Experience
Tailored Healthcare Staffing August 2013 - Present
Resource 1 August 2012 - July 2013
Alexian Brothers Medical Center February 2012 - March 2012
University of Kentucky April 2010 - December 2011
Millennium Trust Company June 2008 - December 2010
Glen Ellyn Park District June 2006 - August 2007
Skills
Biology, Public Speaking, PowerPoint, Customer Service, Microsoft Word, Research, Microsoft Office, Technical Recruiting, Healthcare, Recruiting, Hospitals, Sales, Marketing, Leadership, Cpr Certified, Social Networking, Microsoft Excel, Account Management, Training
Education
University of Kentucky 2007 — 2011
B.S, Biology
Tailored Healthcare Staffing August 2013 - Present
Resource 1 August 2012 - July 2013
Alexian Brothers Medical Center February 2012 - March 2012
University of Kentucky April 2010 - December 2011
Millennium Trust Company June 2008 - December 2010
Glen Ellyn Park District June 2006 - August 2007
Skills
Biology, Public Speaking, PowerPoint, Customer Service, Microsoft Word, Research, Microsoft Office, Technical Recruiting, Healthcare, Recruiting, Hospitals, Sales, Marketing, Leadership, Cpr Certified, Social Networking, Microsoft Excel, Account Management, Training
Education
University of Kentucky 2007 — 2011
B.S, Biology
Rachel Bashkin's Millennium Trust Company Experience August 2013 - August 2015
Job Assistant Vice President, Sr. IT Project Manager and Business Analyst at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company August 2013 - August 2015
Morningstar November 2011 - August 2013
US Bank February 2011 - October 2011
Bank of America Merrill Lynch 2007 - February 2011
Two Degrees Consulting April 2006 - May 2007
Strellis & Field October 2004 - April 2006
Skills
Financial Modeling, Management, Leadership, Financial Analysis, Marketing, Product Development, Business Analysis, Banking, Entrepreneurship, Sales, Investments, Risk Management, Finance, Strategy, Relationship Management, Financial Services, Portfolio Management, Mergers & Acquisitions, CRM, Analysis, Project Management, Process Improvement
Education
Indiana University Bloomington 2000 — 2004
University of Miami
Millennium Trust Company August 2013 - August 2015
Morningstar November 2011 - August 2013
US Bank February 2011 - October 2011
Bank of America Merrill Lynch 2007 - February 2011
Two Degrees Consulting April 2006 - May 2007
Strellis & Field October 2004 - April 2006
Skills
Financial Modeling, Management, Leadership, Financial Analysis, Marketing, Product Development, Business Analysis, Banking, Entrepreneurship, Sales, Investments, Risk Management, Finance, Strategy, Relationship Management, Financial Services, Portfolio Management, Mergers & Acquisitions, CRM, Analysis, Project Management, Process Improvement
Education
Indiana University Bloomington 2000 — 2004
University of Miami
Auneidra Jefferson Auneidra Jefferson's Millennium Trust Company Experience December 2010 - January 2014
Job Pension Administrator at the General Board of Pension and Health Benefits for the United Methodist Church
Industry Financial Services
Experience
General Board of Pension and Health Benefits March 2014 - Present
Millennium Trust Company December 2010 - January 2014
ADP July 2007 - May 2009
Aon Hewitt February 2005 - April 2007
Skills
Benefits Administration, Employee Benefits, HRIS, Call Centers, Customer Service, ADP Payroll, COBRA, 401k, Microsoft Excel, Human Resources, Payroll, Training, Open Enrollment, Deferred Compensation, Pensions, Outlook, Client Services, Accounts Receivable, Lotus Notes, Pension Administration, Access, Accounting, Finance
Education
DeVry University-Illinois 2009 — 2013
Bachelor of Science (BS), Technical Management with focus in Human Resource Management
General Board of Pension and Health Benefits March 2014 - Present
Millennium Trust Company December 2010 - January 2014
ADP July 2007 - May 2009
Aon Hewitt February 2005 - April 2007
Skills
Benefits Administration, Employee Benefits, HRIS, Call Centers, Customer Service, ADP Payroll, COBRA, 401k, Microsoft Excel, Human Resources, Payroll, Training, Open Enrollment, Deferred Compensation, Pensions, Outlook, Client Services, Accounts Receivable, Lotus Notes, Pension Administration, Access, Accounting, Finance
Education
DeVry University-Illinois 2009 — 2013
Bachelor of Science (BS), Technical Management with focus in Human Resource Management
Timothy Pflugradt's Millennium Trust Company Experience October 2014 - Present
Job Adminstrator Alternative Investments at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company October 2014 - Present
1st Farm Credit Services October 2013 - May 2014
Skills
Investments, Financial Analysis, Finance, Financial Statement..., Valuation, Microsoft Excel, PowerPoint, Accounting
Education
Illinois State University 2010 — 2014
Bachelor of Science (B.S.), Finance, 3.67
Millennium Trust Company October 2014 - Present
1st Farm Credit Services October 2013 - May 2014
Skills
Investments, Financial Analysis, Finance, Financial Statement..., Valuation, Microsoft Excel, PowerPoint, Accounting
Education
Illinois State University 2010 — 2014
Bachelor of Science (B.S.), Finance, 3.67
Tyler Benz's Millennium Trust Company Experience March 2015 - Present
Job Account Administrator in Alternative Investment Operations
Industry Financial Services
Experience
Millennium Trust Company March 2015 - Present
Ultimate Athlete November 2014 - February 2015
Triangle Razorbacks April 2014 - October 2014
Position Tech January 2012 - 2014
Cardinal Color Group January 2010 - December 2011
Skills
Finance, Marketing, Social Media, Leadership, Event Planning, Coaching, Athletics, Football, Management, Public Relations, Sales, Teaching, Customer Service, Microsoft Office, Microsoft Word, Social Networking, Teamwork, Public Speaking
Education
Eastern Michigan University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Maine South High School 2006 — 2010
Millennium Trust Company March 2015 - Present
Ultimate Athlete November 2014 - February 2015
Triangle Razorbacks April 2014 - October 2014
Position Tech January 2012 - 2014
Cardinal Color Group January 2010 - December 2011
Skills
Finance, Marketing, Social Media, Leadership, Event Planning, Coaching, Athletics, Football, Management, Public Relations, Sales, Teaching, Customer Service, Microsoft Office, Microsoft Word, Social Networking, Teamwork, Public Speaking
Education
Eastern Michigan University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Maine South High School 2006 — 2010
Drew Isbell Drew Isbell's Millennium Trust Company Experience June 2006 - August 2011
Job Athletics Intern at Triple Threat Mentoring
Industry Nonprofit Organization Management
Experience
Triple Threat Mentoring May 2011 - Present
Boys and Girls Clubs of America March 2012 - May 2012
Millennium Trust Company June 2006 - August 2011
Education
Augustine Institute 2012 — 2016
Master of Arts (M.A.), Pastoral Theology
Illinois State University 2008 — 2013
Bachelor of Science (B.S.), Recreational Management
Triple Threat Mentoring May 2011 - Present
Boys and Girls Clubs of America March 2012 - May 2012
Millennium Trust Company June 2006 - August 2011
Education
Augustine Institute 2012 — 2016
Master of Arts (M.A.), Pastoral Theology
Illinois State University 2008 — 2013
Bachelor of Science (B.S.), Recreational Management
Candice Monroe's Millennium Trust Company Experience September 2009 - December 2010
Job Business Professional at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2012 - Present
FOLLETT HIGHER EDUCATION January 2011 - March 2012
Millennium Trust Company September 2009 - December 2010
Calamos Investments July 2008 - January 2009
MORGAN KEEGAN & COMPANY, INC September 2003 - May 2008
Skills
Excel, Vlookup, Trading, Stock Market, Mutual Funds, Investments, retail planning, Supply Chain, Compliance, Pivot Tables, Reuters, Alternative Investments, Fixed Income Products, RIA, IRA's, IRA Rollovers, Roth IRA, Cost Analysis, Vendor Relations, Financial Analysis, JDA, Stock trading, Series 7, Microsoft Excel, Financial Services, IRAs
Education
Sullivan University 2005 — 2007
Bachelor of Science, Finance
Spencerian College 1995 — 1998
Associate of Science, Accounting
Morgan Stanley Smith Barney March 2012 - Present
FOLLETT HIGHER EDUCATION January 2011 - March 2012
Millennium Trust Company September 2009 - December 2010
Calamos Investments July 2008 - January 2009
MORGAN KEEGAN & COMPANY, INC September 2003 - May 2008
Skills
Excel, Vlookup, Trading, Stock Market, Mutual Funds, Investments, retail planning, Supply Chain, Compliance, Pivot Tables, Reuters, Alternative Investments, Fixed Income Products, RIA, IRA's, IRA Rollovers, Roth IRA, Cost Analysis, Vendor Relations, Financial Analysis, JDA, Stock trading, Series 7, Microsoft Excel, Financial Services, IRAs
Education
Sullivan University 2005 — 2007
Bachelor of Science, Finance
Spencerian College 1995 — 1998
Associate of Science, Accounting
Ryan Sheppard Ryan Sheppard's Millennium Trust Company Experience March 2011 - Present
Job Account Manager at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company March 2011 - Present
Lincoln Financial Group August 2001 - November 2010
Skills
Financial Analysis, Mutual Funds, 401k, Human Resources, Strategic Financial..., Insurance, Retirement, Outlook, Financial Services, Analysis, Process Improvement, Investments, Business Analysis, Access, Data Analysis, Employee Benefits
Education
Elmhurst College 1994 — 1998
BA, Finance
School name:
Millennium Trust Company March 2011 - Present
Lincoln Financial Group August 2001 - November 2010
Skills
Financial Analysis, Mutual Funds, 401k, Human Resources, Strategic Financial..., Insurance, Retirement, Outlook, Financial Services, Analysis, Process Improvement, Investments, Business Analysis, Access, Data Analysis, Employee Benefits
Education
Elmhurst College 1994 — 1998
BA, Finance
School name:
Diane Pressley's Millennium Trust Company Experience February 2010 - Present
Job AVP, Sales Coordinator Rollover Solutions Group at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company February 2010 - Present
Millennium Trust Company March 2007 - March 2010
CNA Insurance 2005 - 2007
CNA Insurance 2002 - 2005
CNA Insurance 1999 - 2002
CNA Insurance 1996 - 1999
Skills
Microsoft Excel, Microsoft Word, Microsoft Powerpoint, PeopleSoft, Salesforce Administrator, Vertical Response, IRAs, Sales Coordination, Product Marketing, Business Analysis, Online Research, Market Research, Logistics, People-oriented, Financial Services, Financial Reporting, Automatic Rollovers, Rollover Solutions, Finance, Process Improvement, PowerPoint, Project Management, Salesforce.com
Education
Illinois State University
BS Ed., Education, Concentrations in Mathematics and English
Millennium Trust Company February 2010 - Present
Millennium Trust Company March 2007 - March 2010
CNA Insurance 2005 - 2007
CNA Insurance 2002 - 2005
CNA Insurance 1999 - 2002
CNA Insurance 1996 - 1999
Skills
Microsoft Excel, Microsoft Word, Microsoft Powerpoint, PeopleSoft, Salesforce Administrator, Vertical Response, IRAs, Sales Coordination, Product Marketing, Business Analysis, Online Research, Market Research, Logistics, People-oriented, Financial Services, Financial Reporting, Automatic Rollovers, Rollover Solutions, Finance, Process Improvement, PowerPoint, Project Management, Salesforce.com
Education
Illinois State University
BS Ed., Education, Concentrations in Mathematics and English
Tina David Tina David's Millennium Trust Company Experience February 2015 - Present
Job Sales Coordinator, Automatic Rollover Solution Group at Millennium Trust Company
Industry Hospital & Health Care
Experience
Millennium Trust Company February 2015 - Present
Boisset Family Estates January 2015 - Present
Stivers Staffing Services May 2014 - Present
OpenMarkets August 2013 - May 2014
IPC Group Purchasing at Illinois Hospital Association May 2012 - August 2013
Nalco Company December 2010 - May 2012
National-Louis University June 2008 - June 2010
RD & Partners August 2002 - December 2008
Associated Material Handling Industries, Inc. January 1994 - July 2002
Skills
Access, Outlook, Administrative..., Customer Service, Event Planning, Sales, Event Management, Time Management, Coaching, Office Management, Training, Microsoft Excel, Marketing, PowerPoint, Strategy, Purchasing, SharePoint, CRM, Employee Benefits, Administrative..., WordPerfect, Lotus Notes, Research, Mentoring, Spreadsheets, Hiring, Employee Training, Human Resources, Salesforce.com, Laserfiche, Mar, Outl, Microsoft Word, Microsoft Publisher
Education
National Louis University 2008 — 2010
Bachelors, Business Management
Chicago Association of Realtors 2003 — 2003
Sales, Salesperson Course
College of DuPage 1989 — 1998
Associates Degree, Marketing/Retailing, 3.8
College of DuPage 1989 — 1997
Certificate, Accounting
Millennium Trust Company February 2015 - Present
Boisset Family Estates January 2015 - Present
Stivers Staffing Services May 2014 - Present
OpenMarkets August 2013 - May 2014
IPC Group Purchasing at Illinois Hospital Association May 2012 - August 2013
Nalco Company December 2010 - May 2012
National-Louis University June 2008 - June 2010
RD & Partners August 2002 - December 2008
Associated Material Handling Industries, Inc. January 1994 - July 2002
Skills
Access, Outlook, Administrative..., Customer Service, Event Planning, Sales, Event Management, Time Management, Coaching, Office Management, Training, Microsoft Excel, Marketing, PowerPoint, Strategy, Purchasing, SharePoint, CRM, Employee Benefits, Administrative..., WordPerfect, Lotus Notes, Research, Mentoring, Spreadsheets, Hiring, Employee Training, Human Resources, Salesforce.com, Laserfiche, Mar, Outl, Microsoft Word, Microsoft Publisher
Education
National Louis University 2008 — 2010
Bachelors, Business Management
Chicago Association of Realtors 2003 — 2003
Sales, Salesperson Course
College of DuPage 1989 — 1998
Associates Degree, Marketing/Retailing, 3.8
College of DuPage 1989 — 1997
Certificate, Accounting
Dave Grandsart Dave Grandsart's Millennium Trust Company Experience November 2010 - March 2014
Job Customer Service at City of Chicago
Industry Financial Services
Experience
City of Chicago March 2014 - Present
Millennium Trust Company November 2010 - March 2014
Northern Trust Company March 2007 - July 2009
Career Builder, LLC September 2006 - February 2007
Twin Links June 1997 - August 2006
Skills
Alternative Investments, Financial Services, Account Management, Financial Reporting, Microsoft Office
Education
University of Iowa 2002 — 2005
Bachelor of Arts, Economics
City of Chicago March 2014 - Present
Millennium Trust Company November 2010 - March 2014
Northern Trust Company March 2007 - July 2009
Career Builder, LLC September 2006 - February 2007
Twin Links June 1997 - August 2006
Skills
Alternative Investments, Financial Services, Account Management, Financial Reporting, Microsoft Office
Education
University of Iowa 2002 — 2005
Bachelor of Arts, Economics
Marlo Capponi's Millennium Trust Company Experience March 2015 - Present
Job AVP, Senior Digital Marketing Manager at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company March 2015 - Present
Millennium Trust Company February 2012 - Present
Millennium Trust Company July 2008 - Present
Infogix, Inc. (formerly Unitech Systems, Inc.) August 1997 - November 2007
AMCORE Bank/NBM Bancorp September 1993 - July 1997
Skills
Product Marketing, Marketing, Account Management, Advertising, Marketing Communications, Sales, Sales Management, Business Analysis, Public Speaking, Product Management, Business Strategy, Strategy, Project Planning, Copywriting, Customer Service, Salesforce.com, Negotiation, Market Planning, Trade Shows, CRM, Market Research, Budgets, Business Development, New Business Development, Product Launch, Sales Operations, Strategic Partnerships
Education
Illinois State University
Bachelor of Science in Marketing, College of Business
Illinois Valley Community College
Associate of Arts, Business
LaSalle Peru Twshp HS
Millennium Trust Company March 2015 - Present
Millennium Trust Company February 2012 - Present
Millennium Trust Company July 2008 - Present
Infogix, Inc. (formerly Unitech Systems, Inc.) August 1997 - November 2007
AMCORE Bank/NBM Bancorp September 1993 - July 1997
Skills
Product Marketing, Marketing, Account Management, Advertising, Marketing Communications, Sales, Sales Management, Business Analysis, Public Speaking, Product Management, Business Strategy, Strategy, Project Planning, Copywriting, Customer Service, Salesforce.com, Negotiation, Market Planning, Trade Shows, CRM, Market Research, Budgets, Business Development, New Business Development, Product Launch, Sales Operations, Strategic Partnerships
Education
Illinois State University
Bachelor of Science in Marketing, College of Business
Illinois Valley Community College
Associate of Arts, Business
LaSalle Peru Twshp HS
Troy Bawolek Troy Bawolek's Millennium Trust Company Experience December 2011 - January 2015
Job Financial Analyst at Clover Technologies Group
Industry Financial Services
Experience
Clover Technologies Group January 2015 - Present
Millennium Trust Company December 2011 - January 2015
Millennium Trust Company March 2011 - December 2011
Eddie Bauer July 2009 - March 2011
CapGrow Partners LLC January 2010 - January 2011
Chicago Wolves October 2008 - June 2010
Chicago Machine May 2009 - August 2009
Suburban Sports Group June 2007 - August 2007
Chicago Bandits May 2006 - August 2006
Skills
Alternative Investments, Financial Modeling, Microsoft Excel, Financial Analysis, Investor Relations, Transaction Processing, Self Directed IRA, Client Service, Account Management, Database Admin, Research
Education
Loyola University of Chicago - Graduate School of Business 2009 — 2011
M.B.A., Finance, 3.5
University of Dayton 2003 — 2007
Bachelors of Science, Sports Mangement, 3.0
Clover Technologies Group January 2015 - Present
Millennium Trust Company December 2011 - January 2015
Millennium Trust Company March 2011 - December 2011
Eddie Bauer July 2009 - March 2011
CapGrow Partners LLC January 2010 - January 2011
Chicago Wolves October 2008 - June 2010
Chicago Machine May 2009 - August 2009
Suburban Sports Group June 2007 - August 2007
Chicago Bandits May 2006 - August 2006
Skills
Alternative Investments, Financial Modeling, Microsoft Excel, Financial Analysis, Investor Relations, Transaction Processing, Self Directed IRA, Client Service, Account Management, Database Admin, Research
Education
Loyola University of Chicago - Graduate School of Business 2009 — 2011
M.B.A., Finance, 3.5
University of Dayton 2003 — 2007
Bachelors of Science, Sports Mangement, 3.0
Hasan Abid Hasan Abid's Millennium Trust Company Experience May 2013 - Present
Job Senior Systems Analyst at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company May 2013 - Present
CarVal Investors July 2009 - April 2013
CarVal Investors October 2007 - July 2009
Cargill May 2005 - October 2007
Food and Agricultural Policy Research Institute (FAPRI) January 2003 - May 2005
Skills
SharePoint, Business Analysis, .NET, Windows Server, SDLC, Project Management, BMC Remedy, Cisco Technologies, Active Directory, Bloomberg, ITIL Certified, PRINCE2, SQL, Business Intelligence, ITIL, Incident Management, System Architecture, System Administration, Business Relationship..., Windows System..., Windows Sharepoint..., LAN-WAN, VMware Infrastructure, Virtualization, Microsoft SQL Server, Integration
Education
Birkbeck, University of London 2010 — 2012
Masters, Information Systems and Management
Iowa State University 2001 — 2005
Bsc, Management Information Systems
Millennium Trust Company May 2013 - Present
CarVal Investors July 2009 - April 2013
CarVal Investors October 2007 - July 2009
Cargill May 2005 - October 2007
Food and Agricultural Policy Research Institute (FAPRI) January 2003 - May 2005
Skills
SharePoint, Business Analysis, .NET, Windows Server, SDLC, Project Management, BMC Remedy, Cisco Technologies, Active Directory, Bloomberg, ITIL Certified, PRINCE2, SQL, Business Intelligence, ITIL, Incident Management, System Architecture, System Administration, Business Relationship..., Windows System..., Windows Sharepoint..., LAN-WAN, VMware Infrastructure, Virtualization, Microsoft SQL Server, Integration
Education
Birkbeck, University of London 2010 — 2012
Masters, Information Systems and Management
Iowa State University 2001 — 2005
Bsc, Management Information Systems
Chris Spera Chris Spera's Millennium Trust Company Experience November 2014 - Present
Job Assist. Vice President, Head of Quality Assurance & Testing
Industry Financial Services
Experience
Soft32 April 2011 - Present
Millennium Trust Company November 2014 - Present
iTechGear August 2009 - Present
QAT Global September 2013 - August 2014
Galmont Consulting May 2010 - September 2013
BYTE March 2011 - May 2013
WUGNET 1997 - 2011
Nicor Gas February 2010 - May 2010
Rush University Medical Center May 2008 - February 2010
Gear Diary September 2006 - September 2009
Skills
Quality Assurance, SDLC, Software Documentation, Testing, Process Improvement, Business Analysis, Software Quality..., Vendor Management, User Acceptance Testing, Integration, Project Management, Management, Mobile Devices, Databases, Analysis, Change Management, Leadership, Strategy, Software Development, Test Planning, Consulting, Technical Writing, Start-ups, PMO, Team Leadership, Visio, Windows, Team Building, Process Engineering, Product Development, Business Process..., Team Management, Project Planning, ICD-10, Mentoring, Coaching, Release Management, Requirements Management, Incident Management, Customer Relations, Journalism
Education
DePaul University 1994 — 1996
Quality Management in Manufacturing
Stephen F. Austin State University 1988 — 1990
BA, English & Technical Writing
Oakland University 1984 — 1987
Journalism
West Bloomfield High School 1980 — 1984
Soft32 April 2011 - Present
Millennium Trust Company November 2014 - Present
iTechGear August 2009 - Present
QAT Global September 2013 - August 2014
Galmont Consulting May 2010 - September 2013
BYTE March 2011 - May 2013
WUGNET 1997 - 2011
Nicor Gas February 2010 - May 2010
Rush University Medical Center May 2008 - February 2010
Gear Diary September 2006 - September 2009
Skills
Quality Assurance, SDLC, Software Documentation, Testing, Process Improvement, Business Analysis, Software Quality..., Vendor Management, User Acceptance Testing, Integration, Project Management, Management, Mobile Devices, Databases, Analysis, Change Management, Leadership, Strategy, Software Development, Test Planning, Consulting, Technical Writing, Start-ups, PMO, Team Leadership, Visio, Windows, Team Building, Process Engineering, Product Development, Business Process..., Team Management, Project Planning, ICD-10, Mentoring, Coaching, Release Management, Requirements Management, Incident Management, Customer Relations, Journalism
Education
DePaul University 1994 — 1996
Quality Management in Manufacturing
Stephen F. Austin State University 1988 — 1990
BA, English & Technical Writing
Oakland University 1984 — 1987
Journalism
West Bloomfield High School 1980 — 1984
Bill Heine's Millennium Trust Company Experience May 2014 - Present
Job Microsoft.NET and SQL Server Software Architect | Azure Enthusiast | Agile Inspired | Trading & Financial Industry
Industry Information Technology and Services
Experience
Millennium Trust Company May 2014 - Present
Aquilon Energy Services, Inc. June 2012 - January 2014
JP Morgan Chase May 2010 - June 2012
Peak6 Investments June 2008 - May 2010
Bear Stearns April 2007 - June 2008
Calamos Investments June 2003 - April 2007
Hyperfeed Technologies July 2002 - June 2003
Skills
C#, Software Development, .NET, Agile Methodologies, XML, Microsoft SQL Server, WCF, WPF, SQL, Test Driven Development, T-SQL, C++, JSON, Enterprise Software, ASP.NET, WinForms, Visual Studio, Databases, SDLC, VB.NET, NUnit, Object Oriented Design, TFS, Web Services, SOA, ASP.NET MVC, Subversion, jQuery, JavaScript, AJAX, Visual Basic, Trading, Software Design, Windows Azure, Xamarin, ASP.NET Web API
Education
Illinois Institute of Technology 2000 — 2001
M.S., Computer Science
University of Iowa
B.M., Music
Millennium Trust Company May 2014 - Present
Aquilon Energy Services, Inc. June 2012 - January 2014
JP Morgan Chase May 2010 - June 2012
Peak6 Investments June 2008 - May 2010
Bear Stearns April 2007 - June 2008
Calamos Investments June 2003 - April 2007
Hyperfeed Technologies July 2002 - June 2003
Skills
C#, Software Development, .NET, Agile Methodologies, XML, Microsoft SQL Server, WCF, WPF, SQL, Test Driven Development, T-SQL, C++, JSON, Enterprise Software, ASP.NET, WinForms, Visual Studio, Databases, SDLC, VB.NET, NUnit, Object Oriented Design, TFS, Web Services, SOA, ASP.NET MVC, Subversion, jQuery, JavaScript, AJAX, Visual Basic, Trading, Software Design, Windows Azure, Xamarin, ASP.NET Web API
Education
Illinois Institute of Technology 2000 — 2001
M.S., Computer Science
University of Iowa
B.M., Music
Grant Kassel's Millennium Trust Company Experience June 2007 - August 2007
Job Investment Banking Associate at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company June 2013 - Present
Moelis & Company June 2010 - June 2013
DFJ Esprit February 2009 - May 2009
UBS Financial Services August 2007 - December 2007
Millennium Trust Company June 2007 - August 2007
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Investments, Portfolio Management, Venture Capital, Restructuring, Entrepreneurship, Financial Services, Business Planning, Asset Allocation, Bloomberg, Investment Banking, Forecasting, LBO, DCF, Private Equity, Corporate Finance, Capital Markets, Microsoft Excel
Education
Boston University 2006 — 2010
Dual Degree; of, a Finance Concentration and an Economics; Management
Boston University 2006 — 2010
Bachelor of Arts & Science, Arts and Sciences
Boston University - School of Management 2006 — 2010
Bachelors in Science of Managent, Finance
Moelis & Company June 2013 - Present
Moelis & Company June 2010 - June 2013
DFJ Esprit February 2009 - May 2009
UBS Financial Services August 2007 - December 2007
Millennium Trust Company June 2007 - August 2007
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Investments, Portfolio Management, Venture Capital, Restructuring, Entrepreneurship, Financial Services, Business Planning, Asset Allocation, Bloomberg, Investment Banking, Forecasting, LBO, DCF, Private Equity, Corporate Finance, Capital Markets, Microsoft Excel
Education
Boston University 2006 — 2010
Dual Degree; of, a Finance Concentration and an Economics; Management
Boston University 2006 — 2010
Bachelor of Arts & Science, Arts and Sciences
Boston University - School of Management 2006 — 2010
Bachelors in Science of Managent, Finance
Alexandra Lyons Williamson's Millennium Trust Company Experience January 2007 - July 2009
Job Senior Account Manager at Kyriba Corporation
Industry Financial Services
Experience
Kyriba Corporation January 2011 - Present
Kyriba Corporation January 2010 - January 2011
Millennium Trust Company January 2007 - July 2009
Philadelphia Business Journal August 2006 - December 2006
Skills
Account Management, Marketing, Sales, SaaS, New Business Development, Management, Selling, Financial Services, Program Management, Salesforce.com, Project Management, Training, Banking, Analysis, Contract Negotiation, CRM, Business Development, Solution Selling, Lead Generation, Enterprise Software, Product Management, Sales Process, Finance, Professional Services
Education
Villanova University 2002 — 2006
Bachelor of Arts, Communication
CB West
University of Miami
Kyriba Corporation January 2011 - Present
Kyriba Corporation January 2010 - January 2011
Millennium Trust Company January 2007 - July 2009
Philadelphia Business Journal August 2006 - December 2006
Skills
Account Management, Marketing, Sales, SaaS, New Business Development, Management, Selling, Financial Services, Program Management, Salesforce.com, Project Management, Training, Banking, Analysis, Contract Negotiation, CRM, Business Development, Solution Selling, Lead Generation, Enterprise Software, Product Management, Sales Process, Finance, Professional Services
Education
Villanova University 2002 — 2006
Bachelor of Arts, Communication
CB West
University of Miami
Jeffrey Voss's Millennium Trust Company Experience March 2010 - Present
Job Consultant at Artisan Advisors, LLC
Industry Banking
Experience
Artisan Advisors, LLC August 2011 - Present
Evergreen Bank Group March 2010 - Present
Millennium Trust Company March 2010 - Present
JM Voss and Associates, LLC November 2009 - Present
First DuPage Bank December 2008 - October 2009
First DuPage Bank July 1999 - December 2008
Beverly Bancorporation, Inc. August 1997 - July 1998
Banco Popular March 1994 - August 1997
Pioneer Bank & Trust Company 1983 - 1994
KPMG 1980 - 1983
Skills
Executive Management, Financial Analysis, Financial Institutions, Financial Reporting, Strategic Consulting
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Executive Program
Augustana College 1976 — 1980
BA, Accounting and Business Administration
Artisan Advisors, LLC August 2011 - Present
Evergreen Bank Group March 2010 - Present
Millennium Trust Company March 2010 - Present
JM Voss and Associates, LLC November 2009 - Present
First DuPage Bank December 2008 - October 2009
First DuPage Bank July 1999 - December 2008
Beverly Bancorporation, Inc. August 1997 - July 1998
Banco Popular March 1994 - August 1997
Pioneer Bank & Trust Company 1983 - 1994
KPMG 1980 - 1983
Skills
Executive Management, Financial Analysis, Financial Institutions, Financial Reporting, Strategic Consulting
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Executive Program
Augustana College 1976 — 1980
BA, Accounting and Business Administration
J Calder's Millennium Trust Company Experience CEOAbacus Financial Group1991 - 2004
Job VP Sr. Relationship Manager at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company CEOAbacus Financial Group1991 - 2004
Education
University of Illinois at Urbana-Champaign 1968 — 1973
Millennium Trust Company CEOAbacus Financial Group1991 - 2004
Education
University of Illinois at Urbana-Champaign 1968 — 1973
Robert Hozian's Millennium Trust Company Experience August 2009 - Present
Job at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company August 2009 - Present
Cole Taylor Bank May 2001 - July 2009
Harris Bank May 1987 - April 2001
Skills
Vendor Management, ITIL, Leadership, PMO, Banking, Negotiation, IT Strategy, Risk Management, Business Analysis, System Deployment, Process Improvement, SDLC, Financial Services, Management, Project Management, Integration
Education
University of Illinois at Chicago 1986 — 1988
Millennium Trust Company August 2009 - Present
Cole Taylor Bank May 2001 - July 2009
Harris Bank May 1987 - April 2001
Skills
Vendor Management, ITIL, Leadership, PMO, Banking, Negotiation, IT Strategy, Risk Management, Business Analysis, System Deployment, Process Improvement, SDLC, Financial Services, Management, Project Management, Integration
Education
University of Illinois at Chicago 1986 — 1988
Brook Cox's Millennium Trust Company Experience July 2009 - December 2009
Job Vice President 401K Wholesaler at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2012 - Present
Fidelity Investments December 2009 - April 2012
Millennium Trust Company July 2009 - December 2009
Fidelity Investments October 2006 - February 2009
Fidelity Investments March 2001 - October 2006
Fidelity Investments August 1999 - March 2001
Skills
Series 7, Series 63, 401k, Investments, Retirement, Mutual Funds, Retirement Planning, Strategic Financial..., Financial Services, Alternative Investments, Asset Management, Asset Allocation, Wealth Management, Strategy, Financial Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
MBA, Entrepreneurship
Ohio University 1992 — 1996
BFA, Theatrical Lighting Design
Fidelity Investments May 2012 - Present
Fidelity Investments December 2009 - April 2012
Millennium Trust Company July 2009 - December 2009
Fidelity Investments October 2006 - February 2009
Fidelity Investments March 2001 - October 2006
Fidelity Investments August 1999 - March 2001
Skills
Series 7, Series 63, 401k, Investments, Retirement, Mutual Funds, Retirement Planning, Strategic Financial..., Financial Services, Alternative Investments, Asset Management, Asset Allocation, Wealth Management, Strategy, Financial Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
MBA, Entrepreneurship
Ohio University 1992 — 1996
BFA, Theatrical Lighting Design
Scott Foster's Millennium Trust Company Experience April 2008 - February 2011
Job Vice Pres.Institutional Custody, Kingdom Trust Co., Managing Director, North Capital
Industry Financial Services
Experience
Kingdom Trust Company March 2011 - Present
Millennium Trust Company April 2008 - February 2011
Global Fund Advisors January 2006 - April 2008
Susquehanna International Group, LLP (SIG) April 2003 - December 2005
Credit Suisse April 2000 - April 2003
ABN AMRO Bank N.V. September 1993 - April 2000
Skills
Alternative Investments, Private Equity, Institutional, Hedge Funds, Investments, Equities, Portfolio Management, Series 7, Venture Capital, Real Estate, Mutual Funds, Capital Introduction, Capital, Financial Services, Finance, Capital Markets
Education
University of Kentucky 1978 — 1982
BS Biology
Madison West 1974 — 1978
Kingdom Trust Company March 2011 - Present
Millennium Trust Company April 2008 - February 2011
Global Fund Advisors January 2006 - April 2008
Susquehanna International Group, LLP (SIG) April 2003 - December 2005
Credit Suisse April 2000 - April 2003
ABN AMRO Bank N.V. September 1993 - April 2000
Skills
Alternative Investments, Private Equity, Institutional, Hedge Funds, Investments, Equities, Portfolio Management, Series 7, Venture Capital, Real Estate, Mutual Funds, Capital Introduction, Capital, Financial Services, Finance, Capital Markets
Education
University of Kentucky 1978 — 1982
BS Biology
Madison West 1974 — 1978
Judy Calder's Millennium Trust Company Experience April 2008 - October 2009
Job Consultant at Complicance Directives, LLC
Industry Financial Services
Experience
Complicance Directives, LLC March 2015 - Present
Bonwick Capital Partners September 2013 - Present
Penchecks, Inc. January 2010 - August 2012
Millennium Trust Company April 2008 - October 2009
Abacus Financial Group, Inc. 1991 - 2003
University of Illinois at Urbana-Champaign 1987 - 1999
Skills
Communication Skills, Investment Management, Wall Street Technology, SEC filings, Data Analysis, Securities Market, Quantitative Research, Proposal Writing, Training, Project Coordination, Mutual Funds, Asset Managment, Defined Benefit, Portfolio Management, Asset Management, 401k, Alternative Investments, Hedge Funds, Financial Advisory, Pension Funds, Asset Allocation, Entrepreneurship, Defined Contribution, Investments, Series 7, Retirement, Leadership, Business Development, Series 63, Strategy, Finance, Financial Services, Marketing, Management
Education
University of Illinois at Urbana-Champaign 1968 — 1973
BFA, Art Education
Complicance Directives, LLC March 2015 - Present
Bonwick Capital Partners September 2013 - Present
Penchecks, Inc. January 2010 - August 2012
Millennium Trust Company April 2008 - October 2009
Abacus Financial Group, Inc. 1991 - 2003
University of Illinois at Urbana-Champaign 1987 - 1999
Skills
Communication Skills, Investment Management, Wall Street Technology, SEC filings, Data Analysis, Securities Market, Quantitative Research, Proposal Writing, Training, Project Coordination, Mutual Funds, Asset Managment, Defined Benefit, Portfolio Management, Asset Management, 401k, Alternative Investments, Hedge Funds, Financial Advisory, Pension Funds, Asset Allocation, Entrepreneurship, Defined Contribution, Investments, Series 7, Retirement, Leadership, Business Development, Series 63, Strategy, Finance, Financial Services, Marketing, Management
Education
University of Illinois at Urbana-Champaign 1968 — 1973
BFA, Art Education
Meg Zwick's Millennium Trust Company Experience January 2012 - Present
Job Senior Vice President at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company January 2012 - Present
Millennium Trust Company LLC January 2010 - Present
Millenium Trust January 2010 - January 2012
William Blair and Company September 2008 - January 2010
Stein Roe & Farnham 1995 - 1997
Skills
Financial Services, Alternative Investments, Mutual Funds, Securities, Hedge Funds, Equities, Investments, Fixed Income, Private Equity
Education
Miami University 1984 — 1988
B.S., Accounting
Millennium Trust Company January 2012 - Present
Millennium Trust Company LLC January 2010 - Present
Millenium Trust January 2010 - January 2012
William Blair and Company September 2008 - January 2010
Stein Roe & Farnham 1995 - 1997
Skills
Financial Services, Alternative Investments, Mutual Funds, Securities, Hedge Funds, Equities, Investments, Fixed Income, Private Equity
Education
Miami University 1984 — 1988
B.S., Accounting
Kevin Schodrof's Millennium Trust Company Experience January 2011 - December 2012
Job Coordinator Card Services at First Midwest Bank
Industry Banking
Experience
First Midwest Bank December 2012 - Present
Millennium Trust Company January 2011 - December 2012
Millennium Trust Company July 2009 - January 2011
National Stock Exchange August 2007 - December 2008
Skills
Equities, Securities, Financial Services, Risk Management, Financial Analysis, Alternative Investments, Mutual Funds, Investments
Education
Saint Xavier University 2014 — 2016
Master of Business Administration (M.B.A.), Project Management
Visa International Bankcard Management School 2015 — 2015
Leadership course in Payments Strategy & Business Management
Saint Xavier University 2002 — 2006
Bachelor's Degree, Finance
First Midwest Bank December 2012 - Present
Millennium Trust Company January 2011 - December 2012
Millennium Trust Company July 2009 - January 2011
National Stock Exchange August 2007 - December 2008
Skills
Equities, Securities, Financial Services, Risk Management, Financial Analysis, Alternative Investments, Mutual Funds, Investments
Education
Saint Xavier University 2014 — 2016
Master of Business Administration (M.B.A.), Project Management
Visa International Bankcard Management School 2015 — 2015
Leadership course in Payments Strategy & Business Management
Saint Xavier University 2002 — 2006
Bachelor's Degree, Finance
Sandra Stanbrough's Millennium Trust Company Experience June 2011 - Present
Job Marketing and Finance Professional
Industry Marketing and Advertising
Experience
Millennium Trust Company June 2011 - Present
Flooring America; Retail Store May 2010 - April 2012
Self-Employed November 2008 - May 2010
Edward Jones December 2003 - November 2008
Mullen May 2000 - June 2003
Jacobson Rost May 1997 - April 2000
MARC USA August 1994 - April 1997
Skills
Marketing Strategy
Education
California State University-Sacramento
BS
Millennium Trust Company June 2011 - Present
Flooring America; Retail Store May 2010 - April 2012
Self-Employed November 2008 - May 2010
Edward Jones December 2003 - November 2008
Mullen May 2000 - June 2003
Jacobson Rost May 1997 - April 2000
MARC USA August 1994 - April 1997
Skills
Marketing Strategy
Education
California State University-Sacramento
BS
Gloria A. Parish, EA's Millennium Trust Company Experience 2010 - 2011
Job Enrolled Agent
Industry Financial Services
Experience
Illinois Tax Training Institute 2012 - Present
SDM Investments, LLC September 2010 - Present
Center For Economic Progress 2012 - May 2013
James P. Greene & Associates 2012 - 2013
Chicago Tax Group 2011 - 2013
Millennium Trust Company 2010 - 2011
Cole Taylor Bank 2005 - 2010
Waddell & Reed Financial Services 2003 - 2005
NBD/American National/Bank One (Currently JP Morgan Chase) 1998 - 2003
Midwest Commerce/NBD/Bank One (currently JP Morgan Chase) 1983 - 1998
Skills
New Business Development, Customer Retention, Trust Accounting, Bond Administration, Problem Solving, Account Management, Alternative Investments, Communication Skills, Administration, System Administration, Investments, Accounting, Strategic Financial..., Portfolio Management, Mutual Funds, Financial Analysis, Training, Financial Risk, Banking, Management, Asset Management, Cash Flow, Securities, Loans, Cash Management, Risk Management, Credit Analysis, Wealth Management, Commercial Lending, Financial Reporting, Tax Preparation, Tax Advisory, Tax Law, Financial Planning
Education
Goshen College 1994 — 1996
Bachelor of Science, Business Organizational Management
Illinois Tax Training Institute
Tax Law/Taxation
Indiana University South Bend 1990 — 1994
Banking & Finance, Banking and Finance
National Graduate Trust School 1999 — 2001
Diploma, Personal Trust Administration
Cannon Financial Institute 2008 — 2008
Corporate Trust Administration
Illinois Tax Training Institute 2012 - Present
SDM Investments, LLC September 2010 - Present
Center For Economic Progress 2012 - May 2013
James P. Greene & Associates 2012 - 2013
Chicago Tax Group 2011 - 2013
Millennium Trust Company 2010 - 2011
Cole Taylor Bank 2005 - 2010
Waddell & Reed Financial Services 2003 - 2005
NBD/American National/Bank One (Currently JP Morgan Chase) 1998 - 2003
Midwest Commerce/NBD/Bank One (currently JP Morgan Chase) 1983 - 1998
Skills
New Business Development, Customer Retention, Trust Accounting, Bond Administration, Problem Solving, Account Management, Alternative Investments, Communication Skills, Administration, System Administration, Investments, Accounting, Strategic Financial..., Portfolio Management, Mutual Funds, Financial Analysis, Training, Financial Risk, Banking, Management, Asset Management, Cash Flow, Securities, Loans, Cash Management, Risk Management, Credit Analysis, Wealth Management, Commercial Lending, Financial Reporting, Tax Preparation, Tax Advisory, Tax Law, Financial Planning
Education
Goshen College 1994 — 1996
Bachelor of Science, Business Organizational Management
Illinois Tax Training Institute
Tax Law/Taxation
Indiana University South Bend 1990 — 1994
Banking & Finance, Banking and Finance
National Graduate Trust School 1999 — 2001
Diploma, Personal Trust Administration
Cannon Financial Institute 2008 — 2008
Corporate Trust Administration
Kimberly Plouzek's Millennium Trust Company Experience October 2010 - Present
Job Finance & Accounting
Industry Financial Services
Experience
Millennium Trust Company October 2010 - Present
Chicago Public Schools August 2010 - October 2010
Newedge August 2007 - August 2009
Education
Governors State University
Moraine Valley Community College
AA, Accounting
Millennium Trust Company October 2010 - Present
Chicago Public Schools August 2010 - October 2010
Newedge August 2007 - August 2009
Education
Governors State University
Moraine Valley Community College
AA, Accounting
Dan Tunstall's Millennium Trust Company Experience January 2013 - Present
Job Special Projects at Millennium Trust in Oak Brook, IL
Industry Information Technology and Services
Experience
Millennium Trust Company January 2013 - Present
William Blair and Company February 2007 - March 2009
William Blair & Co February 2007 - March 2009
Coldwell Banker January 2006 - December 2006
Columbia Management Group January 1999 - October 2006
Bank Of America January 1995 - January 2005
Education
Illinois State University
Ivy Tech
Prairie State College
Millennium Trust Company January 2013 - Present
William Blair and Company February 2007 - March 2009
William Blair & Co February 2007 - March 2009
Coldwell Banker January 2006 - December 2006
Columbia Management Group January 1999 - October 2006
Bank Of America January 1995 - January 2005
Education
Illinois State University
Ivy Tech
Prairie State College
Barbara Gazda-Prenger's Millennium Trust Company Experience April 2010 - October 2010
Job Project Manager at Millennium Trust Compnay
Industry Financial Services
Experience
Millennium Trust Company April 2010 - October 2010
William Blair and Company 1999 - 2009
Education
University of Illinois at Chicago 1994 — 1998
Bachelor, Finance and Management
Millennium Trust Company April 2010 - October 2010
William Blair and Company 1999 - 2009
Education
University of Illinois at Chicago 1994 — 1998
Bachelor, Finance and Management
David Mackey's Millennium Trust Company Experience May 2013 - Present
Job Financial Analyst at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company May 2013 - Present
Delta Dental of Illinois February 2010 - May 2013
Fidelity National Information Services June 2008 - May 2009
Skills
Financial Analysis, Microsoft Office, General Ledger, Account Reconciliation, Accounting, US GAAP, Financial Modeling, Financial Reporting, Job Costing, Budgets, Forecasting, Corporate Finance, ERP, Variance Analysis, Business Modeling, Month End Close, Business Analysis, Financial Statement..., Capital Budgeting, Analysis, Accounts Receivable, Fixed Assets, Financial Statements, Finance
Education
Lewis University
Bachelor of Science, Accounting; Finance
Augustana College 2004 — 2006
BA, Accounting and Finance
Millennium Trust Company May 2013 - Present
Delta Dental of Illinois February 2010 - May 2013
Fidelity National Information Services June 2008 - May 2009
Skills
Financial Analysis, Microsoft Office, General Ledger, Account Reconciliation, Accounting, US GAAP, Financial Modeling, Financial Reporting, Job Costing, Budgets, Forecasting, Corporate Finance, ERP, Variance Analysis, Business Modeling, Month End Close, Business Analysis, Financial Statement..., Capital Budgeting, Analysis, Accounts Receivable, Fixed Assets, Financial Statements, Finance
Education
Lewis University
Bachelor of Science, Accounting; Finance
Augustana College 2004 — 2006
BA, Accounting and Finance
Kevin Dunne's Millennium Trust Company Experience May 2008 - August 2008
Job Student at Northwestern University Feinberg School of Medicine
Industry Medical Practice
Experience
Hinsdale Orthopaedics May 2013 - June 2014
Dr. Ryan Roeder's Laboratory, Biomechanics & Biomaterials in Orthopaedics January 2012 - May 2013
Hinsdale Orthopaedics May 2010 - August 2010
InterCall May 2009 - August 2009
Millennium Trust Company May 2008 - August 2008
Education
Northwestern University - The Feinberg School of Medicine 2014 — 2018
Doctor of Medicine (M.D.)
University of Notre Dame 2009 — 2013
Bachelor of Science (B.S.), Science-Business
The University of Western Australia 2011 — 2011
Study Abroad Program through Notre Dame
Hinsdale Orthopaedics May 2013 - June 2014
Dr. Ryan Roeder's Laboratory, Biomechanics & Biomaterials in Orthopaedics January 2012 - May 2013
Hinsdale Orthopaedics May 2010 - August 2010
InterCall May 2009 - August 2009
Millennium Trust Company May 2008 - August 2008
Education
Northwestern University - The Feinberg School of Medicine 2014 — 2018
Doctor of Medicine (M.D.)
University of Notre Dame 2009 — 2013
Bachelor of Science (B.S.), Science-Business
The University of Western Australia 2011 — 2011
Study Abroad Program through Notre Dame
Sandy Iniguez's Millennium Trust Company Experience May 2010 - February 2013
Job Transaction Coordinator at TCF Equipment Finance
Industry Financial Services
Experience
TCF Equipment Finance February 2013 - Present
Millennium Trust Company May 2010 - February 2013
Key Equipment Finance May 2001 - August 2009
Skills
Credit, Team Leadership, Loans, Negotiation, Finance, Financial Analysis, Customer Service, Microsoft Excel, Pricing, Banking, Leadership, Software Documentation, Portfolio Management, Risk Management, Management, Outlook, Training, Insurance, Business Process, Process Improvement
Education
Robert Morris University - Illinois 1999 — 2001
Associates Degree, Computer Programming
TCF Equipment Finance February 2013 - Present
Millennium Trust Company May 2010 - February 2013
Key Equipment Finance May 2001 - August 2009
Skills
Credit, Team Leadership, Loans, Negotiation, Finance, Financial Analysis, Customer Service, Microsoft Excel, Pricing, Banking, Leadership, Software Documentation, Portfolio Management, Risk Management, Management, Outlook, Training, Insurance, Business Process, Process Improvement
Education
Robert Morris University - Illinois 1999 — 2001
Associates Degree, Computer Programming
Candice Bruno's Millennium Trust Company Experience September 2009 - Present
Job
Industry Financial Services
Experience
Millennium Trust Company September 2009 - Present
Harris Investor Services October 2001 - October 2006
Wayne Hummer Investments December 1997 - October 2001
Education
University of Denver - Daniels College of Business 1994 — 1997
Bachelor, Management and Finance
Benedictine University 1992 — 1994
Management and Finance
Millennium Trust Company September 2009 - Present
Harris Investor Services October 2001 - October 2006
Wayne Hummer Investments December 1997 - October 2001
Education
University of Denver - Daniels College of Business 1994 — 1997
Bachelor, Management and Finance
Benedictine University 1992 — 1994
Management and Finance
Kaitlin Sheehan's Millennium Trust Company Experience February 2011 - July 2014
Job Coordinator
Industry Financial Services
Experience
AAA June 2015 - September 2015
Millennium Trust Company February 2011 - July 2014
ALG Worldwide Logistics July 2009 - December 2009
Skills
Editing, Data Entry, Interviews, Customer Service, Microsoft Word, Outlook, Telephone Skills, Access, Microsoft Excel, Time Management, Filing, Spreadsheets, Administrative..., Administration, Confidentiality, System Administration, Inventory Management, Typing, Research, PowerPoint
Education
College of DuPage 2010 — 2012
Associate's degree, N/a
Bolingbrook High School 2006 — 2010
AAA June 2015 - September 2015
Millennium Trust Company February 2011 - July 2014
ALG Worldwide Logistics July 2009 - December 2009
Skills
Editing, Data Entry, Interviews, Customer Service, Microsoft Word, Outlook, Telephone Skills, Access, Microsoft Excel, Time Management, Filing, Spreadsheets, Administrative..., Administration, Confidentiality, System Administration, Inventory Management, Typing, Research, PowerPoint
Education
College of DuPage 2010 — 2012
Associate's degree, N/a
Bolingbrook High School 2006 — 2010
Pat Lyons's Millennium Trust Company Experience May 2010 - November 2014
Job Professional Service Rep at Interactive Brokers
Industry Financial Services
Experience
Interactive Brokers December 2014 - Present
Millennium Trust Company May 2010 - November 2014
Lyo Trading May 2008 - May 2010
Skills
Alternative Investments, Options, Trading, Investments, Finance, Microsoft Office, Investment Management, Customer Service, Financial Analysis, Sales, Financial Services, Leadership, Mutual Funds
Education
Illinois State University 2005 — 2009
Bachelor of Science (BS), Finance
Montini Catholic High School 2001 — 2005
Interactive Brokers December 2014 - Present
Millennium Trust Company May 2010 - November 2014
Lyo Trading May 2008 - May 2010
Skills
Alternative Investments, Options, Trading, Investments, Finance, Microsoft Office, Investment Management, Customer Service, Financial Analysis, Sales, Financial Services, Leadership, Mutual Funds
Education
Illinois State University 2005 — 2009
Bachelor of Science (BS), Finance
Montini Catholic High School 2001 — 2005
Jibriel Desai's Millennium Trust Company Experience February 2012 - Present
Job Account Administrator at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company February 2012 - Present
Corporate Dining, Inc. April 2009 - February 2012
Bank Financial April 2007 - June 2008
Skills
Financial Analysis, Finance, Portfolio Management, Data Analysis, Business Analysis, Bloomberg, Microsoft Excel, Financial Reporting, Investments, Banking, Financial Services, Sales, Management, Accounting, Access, Risk Management, QuickBooks
Education
University of Illinois at Chicago 2005 — 2007
B.S., Finance
Millennium Trust Company February 2012 - Present
Corporate Dining, Inc. April 2009 - February 2012
Bank Financial April 2007 - June 2008
Skills
Financial Analysis, Finance, Portfolio Management, Data Analysis, Business Analysis, Bloomberg, Microsoft Excel, Financial Reporting, Investments, Banking, Financial Services, Sales, Management, Accounting, Access, Risk Management, QuickBooks
Education
University of Illinois at Chicago 2005 — 2007
B.S., Finance
Wojtek Sidorowicz's Millennium Trust Company Experience January 2014 - Present
Job Account Administrator Alternative Investment Operations at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company January 2014 - Present
Walgreens August 2013 - December 2013
InterBank Mortgage Company February 2013 - July 2013
Prospect Airport Services, Inc. June 2004 - February 2013
Skills
Supervisory Skills, Security Analysis, International Finance, Quantitative Finance, Capital Markets, Hedging, Microsoft Excel, Operations Management, Teamwork, Learning Quickly, Multitasking Skills, Customer Service, Communication Skills, Aviation, Microsoft Office, Process Scheduler, Training, Analysis, Budgets, Project Planning
Education
Northeastern Illinois University 2006 — 2012
Bachelor of Science (B.S.), Finance, General
Millennium Trust Company January 2014 - Present
Walgreens August 2013 - December 2013
InterBank Mortgage Company February 2013 - July 2013
Prospect Airport Services, Inc. June 2004 - February 2013
Skills
Supervisory Skills, Security Analysis, International Finance, Quantitative Finance, Capital Markets, Hedging, Microsoft Excel, Operations Management, Teamwork, Learning Quickly, Multitasking Skills, Customer Service, Communication Skills, Aviation, Microsoft Office, Process Scheduler, Training, Analysis, Budgets, Project Planning
Education
Northeastern Illinois University 2006 — 2012
Bachelor of Science (B.S.), Finance, General
Ravi Chaudhari's Millennium Trust Company Experience January 2014 - March 2015
Job Trade Support Analyst at Sungard
Industry Financial Services
Experience
SunGard Financial Systems March 2015 - Present
Millennium Trust Company January 2014 - March 2015
Josh Consulting Services Inc May 2012 - December 2013
Skills
Microsoft Office, Social Media, Data Entry, Microsoft Excel, Time Management, Photoshop, Research, Public Speaking, Nonprofits, PowerPoint, Event Planning, Microsoft Word, Teamwork, Outlook, Customer Service, Leadership, Fundraising, Data Analysis, Teaching, Marketing, QuickBooks, Microsoft Access, Bookkeeping, Office Management, Payroll, Management, Access, Accounting
Education
Roosevelt University 2007 — 2012
Bachelor of Science in Business Administration, Finance and Accounting
SunGard Financial Systems March 2015 - Present
Millennium Trust Company January 2014 - March 2015
Josh Consulting Services Inc May 2012 - December 2013
Skills
Microsoft Office, Social Media, Data Entry, Microsoft Excel, Time Management, Photoshop, Research, Public Speaking, Nonprofits, PowerPoint, Event Planning, Microsoft Word, Teamwork, Outlook, Customer Service, Leadership, Fundraising, Data Analysis, Teaching, Marketing, QuickBooks, Microsoft Access, Bookkeeping, Office Management, Payroll, Management, Access, Accounting
Education
Roosevelt University 2007 — 2012
Bachelor of Science in Business Administration, Finance and Accounting
Matt Sobota's Millennium Trust Company Experience August 2012 - October 2014
Job Alternative Investments Analyst at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation October 2014 - Present
Millennium Trust Company August 2012 - October 2014
CVS Caremark Corporation (via Bridge Personnel) September 2011 - August 2012
Marketing Innovators International, Inc. 2005 - December 2010
Integrity Financial Solutions October 2009 - January 2010
Skills
Customer Service, Accounting, Microsoft Word, Forecasting, Data Analysis, Outlook, Shipping, Excel, Customer Relations, Account Management, Word, Microsoft Office, PowerPoint, Inventory Management, Research, Incentive Programs, Vendor Relations, Quickbooks, Alternative Investments, Investments, Financial Services, CPA, IMAP, Microsoft Excel
Education
University of Illinois at Chicago 2007 — 2009
Bachelor's, Finance, Economics
Oakton Community College 2010 — 2011
CPA prep, Accounting
Northern Trust Corporation October 2014 - Present
Millennium Trust Company August 2012 - October 2014
CVS Caremark Corporation (via Bridge Personnel) September 2011 - August 2012
Marketing Innovators International, Inc. 2005 - December 2010
Integrity Financial Solutions October 2009 - January 2010
Skills
Customer Service, Accounting, Microsoft Word, Forecasting, Data Analysis, Outlook, Shipping, Excel, Customer Relations, Account Management, Word, Microsoft Office, PowerPoint, Inventory Management, Research, Incentive Programs, Vendor Relations, Quickbooks, Alternative Investments, Investments, Financial Services, CPA, IMAP, Microsoft Excel
Education
University of Illinois at Chicago 2007 — 2009
Bachelor's, Finance, Economics
Oakton Community College 2010 — 2011
CPA prep, Accounting
David Beaver's Millennium Trust Company Experience July 2013 - Present
Job Alternative Investment Marketing & Communications Professional
Industry Financial Services
Experience
Mirador Financial October 2014 - Present
Millennium Trust Company July 2013 - Present
Man Investments April 2011 - December 2012
Altegris Investments 2010 - 2010
Man Investments 2008 - 2009
Glenwood Capital Investments / Man Investments 2007 - 2008
Glenwood Capital Investments / Man Investments 2001 - 2007
Kozmo.com 2000 - 2000
Velocity Courier 1999 - 2000
B&K Bicycle Company 1998 - 1999
Skills
Marketing, Hedge Funds, Alternative Investments, Fund Of Funds, Asset Management, Fixed Income, Derivatives, Private Equity, Portfolio Management, Bloomberg, Investment Management, Investments, Investment Strategies, Structured Products, Due Diligence, Investor Relations, Financial Markets, Emerging Markets, Commodity, Institutional..., Wealth Management, Publishing, Finance, Project Management
Education
Columbia College Chicago
Bachelor of Arts (BA)
Mirador Financial October 2014 - Present
Millennium Trust Company July 2013 - Present
Man Investments April 2011 - December 2012
Altegris Investments 2010 - 2010
Man Investments 2008 - 2009
Glenwood Capital Investments / Man Investments 2007 - 2008
Glenwood Capital Investments / Man Investments 2001 - 2007
Kozmo.com 2000 - 2000
Velocity Courier 1999 - 2000
B&K Bicycle Company 1998 - 1999
Skills
Marketing, Hedge Funds, Alternative Investments, Fund Of Funds, Asset Management, Fixed Income, Derivatives, Private Equity, Portfolio Management, Bloomberg, Investment Management, Investments, Investment Strategies, Structured Products, Due Diligence, Investor Relations, Financial Markets, Emerging Markets, Commodity, Institutional..., Wealth Management, Publishing, Finance, Project Management
Education
Columbia College Chicago
Bachelor of Arts (BA)
Marie (Mimi) Jordan's Millennium Trust Company Experience March 2015 - Present
Job at
Industry Financial Services
Experience
Millennium Trust Company March 2015 - Present
JPMorgan Chase & Co. September 1996 - March 2015
Chapman and Cutler LLP 1991 - 1996
State of Illinois-Governor's Office 1985 - 1988
Skills
Securities Law, Corporate Governance, Due Diligence, Mergers, Legal Writing, Legal Research, Corporate Law, Securities, Securities Regulation
Education
University of Illinois College of Law 1988 — 1991
JD
Northern Illinois University 1979 — 1983
BA, Political Science
Millennium Trust Company March 2015 - Present
JPMorgan Chase & Co. September 1996 - March 2015
Chapman and Cutler LLP 1991 - 1996
State of Illinois-Governor's Office 1985 - 1988
Skills
Securities Law, Corporate Governance, Due Diligence, Mergers, Legal Writing, Legal Research, Corporate Law, Securities, Securities Regulation
Education
University of Illinois College of Law 1988 — 1991
JD
Northern Illinois University 1979 — 1983
BA, Political Science
Stephanie Itkonen's Millennium Trust Company Experience June 2010 - August 2010
Job Sr. HR Analyst at Aon
Industry Human Resources
Experience
Aon Corporation August 2012 - Present
Ingalls Memorial Hospital May 2011 - July 2011
NPR January 2011 - April 2011
Finnegan, Henderson, Farabow, Garrett & Dunner, LLP October 2010 - January 2011
Millennium Trust Company June 2010 - August 2010
McDonald's Corporation June 2009 - September 2009
Skills
Performance Management, Social Media, Microsoft Office, Onboarding, Employee Relations, HRIS
Education
Georgetown University 2010 — 2012
Master's, Human Resource Management
DePaul University 2006 — 2010
Bachelor's, Management, HR Concentration
Aon Corporation August 2012 - Present
Ingalls Memorial Hospital May 2011 - July 2011
NPR January 2011 - April 2011
Finnegan, Henderson, Farabow, Garrett & Dunner, LLP October 2010 - January 2011
Millennium Trust Company June 2010 - August 2010
McDonald's Corporation June 2009 - September 2009
Skills
Performance Management, Social Media, Microsoft Office, Onboarding, Employee Relations, HRIS
Education
Georgetown University 2010 — 2012
Master's, Human Resource Management
DePaul University 2006 — 2010
Bachelor's, Management, HR Concentration
Candice Mesch's Millennium Trust Company Experience March 2011 - Present
Job Account Manager for Private Funds at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company March 2011 - Present
Millennium Trust Company October 2006 - February 2011
Skills
Alternative Investments, Hedge Funds, Private Equity, Financial Analysis, Mutual Funds, New Business Development, Account Management, Marketing, Investments, Microsoft Excel, Investor Relations, Financial Services
Education
Illinois State University 2001 — 2006
BS, Finance
Illinois State University
Millennium Trust Company March 2011 - Present
Millennium Trust Company October 2006 - February 2011
Skills
Alternative Investments, Hedge Funds, Private Equity, Financial Analysis, Mutual Funds, New Business Development, Account Management, Marketing, Investments, Microsoft Excel, Investor Relations, Financial Services
Education
Illinois State University 2001 — 2006
BS, Finance
Illinois State University
Dennis Ilic's Millennium Trust Company Experience January 2015 - Present
Job Alternative Asset Account Administrator
Industry Financial Services
Experience
Millennium Trust Company January 2015 - Present
Northern Trust October 2010 - December 2014
European Deli Wholesale December 2008 - October 2010
JPMorgan Chase September 2006 - December 2008
Founders Bank August 2004 - September 2006
Skills
Microsoft Excel, Microsoft Word, Property & Casualty..., Health Insurance, Insurance, Fund Administration, Mortgage Lending, Expense Budget..., Sales, Mutual Funds, Analysis, Team Building, Credit, Banking, Finance, Customer Service, Management, Financial Analysis, Investments, Loans
Education
Saint Xavier University 2000 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance
St. Laurence High School 1995 — 1999
Millennium Trust Company January 2015 - Present
Northern Trust October 2010 - December 2014
European Deli Wholesale December 2008 - October 2010
JPMorgan Chase September 2006 - December 2008
Founders Bank August 2004 - September 2006
Skills
Microsoft Excel, Microsoft Word, Property & Casualty..., Health Insurance, Insurance, Fund Administration, Mortgage Lending, Expense Budget..., Sales, Mutual Funds, Analysis, Team Building, Credit, Banking, Finance, Customer Service, Management, Financial Analysis, Investments, Loans
Education
Saint Xavier University 2000 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance
St. Laurence High School 1995 — 1999
Heather Carava's Millennium Trust Company Experience December 2011 - Present
Job VP Alternative Investments at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company December 2011 - Present
TD Ameritrade (formerly thinkorswim Inc.) July 2006 - April 2010
TD Ameritrade (formerly thinkorswim Inc.) April 2004 - July 2006
LaSalle St. Securities November 2001 - April 2004
TD Waterhouse January 2001 - September 2001
Prudential May 2000 - December 2000
Skills
Problem Resolution, Quantitative Analysis, Retirements Knowledge, Operations Management, Financial Analysis, Asset Allocation, Process Improvement, Change Management, Series 7, Web Design, Series 63, Series 24, Investments, Options, Securities, Trading, Equities, Mutual Funds, Investment Advisory, Alternative Investments, Strategic Financial..., Portfolio Management, Wealth Management, Series 65, Problem Solving
Education
University of Phoenix 2004 — 2006
MBA, Business Administration
University of Illinois at Urbana-Champaign 1998 — 2000
Bachelor of Arts, Economics
Parkland College 1995 — 1998
Associates, Accounting
Millennium Trust Company December 2011 - Present
TD Ameritrade (formerly thinkorswim Inc.) July 2006 - April 2010
TD Ameritrade (formerly thinkorswim Inc.) April 2004 - July 2006
LaSalle St. Securities November 2001 - April 2004
TD Waterhouse January 2001 - September 2001
Prudential May 2000 - December 2000
Skills
Problem Resolution, Quantitative Analysis, Retirements Knowledge, Operations Management, Financial Analysis, Asset Allocation, Process Improvement, Change Management, Series 7, Web Design, Series 63, Series 24, Investments, Options, Securities, Trading, Equities, Mutual Funds, Investment Advisory, Alternative Investments, Strategic Financial..., Portfolio Management, Wealth Management, Series 65, Problem Solving
Education
University of Phoenix 2004 — 2006
MBA, Business Administration
University of Illinois at Urbana-Champaign 1998 — 2000
Bachelor of Arts, Economics
Parkland College 1995 — 1998
Associates, Accounting
Rubina Fidai.'s Millennium Trust Company Experience November 2009 - December 2011
Job Customer Service Officer, BSA Officer, Remote Deposit Capture Specialist at Union National Bank
Industry Banking
Experience
Union National Bank December 2011 - Present
Millennium Trust Company November 2009 - December 2011
First Dupage Bank February 2003 - November 2009
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Karachi University 1976 — 1980
Bachelor of Science, Business Administration and Management, General
Union National Bank December 2011 - Present
Millennium Trust Company November 2009 - December 2011
First Dupage Bank February 2003 - November 2009
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Karachi University 1976 — 1980
Bachelor of Science, Business Administration and Management, General
Maribeth Servello's Millennium Trust Company Experience Asst. Vice President/Trust OfficerMillennium Trust CompanyNovember 1987 - December 2010
Job at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company Asst. Vice President/Trust OfficerMillennium Trust CompanyNovember 1987 - December 2010
Skills
IRAs, Retirement, 401k, Wealth Management, Mutual Funds, Investments, Trust Management, Trust Services, Securities
Education
DePaul University
Millennium Trust Company Asst. Vice President/Trust OfficerMillennium Trust CompanyNovember 1987 - December 2010
Skills
IRAs, Retirement, 401k, Wealth Management, Mutual Funds, Investments, Trust Management, Trust Services, Securities
Education
DePaul University
Valarie Cholico's Millennium Trust Company Experience May 2011 - Present
Job Account Administrator at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company May 2011 - Present
Home City Ice May 2011 - August 2011
Clyde Park District June 2007 - August 2010
Wagstaff & Cartmell, LLP August 2009 - May 2010
Brookside Charter Elementary School January 2008 - May 2009
Marsh 2003 - 2007
Education
Rockhurst University 2007 — 2011
Bachelors, Political Science, Economics
Millennium Trust Company May 2011 - Present
Home City Ice May 2011 - August 2011
Clyde Park District June 2007 - August 2010
Wagstaff & Cartmell, LLP August 2009 - May 2010
Brookside Charter Elementary School January 2008 - May 2009
Marsh 2003 - 2007
Education
Rockhurst University 2007 — 2011
Bachelors, Political Science, Economics
John Malinowski's Millennium Trust Company Experience February 2015 - Present
Job Clients Service Futures/Forex at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company February 2015 - Present
Sate Farm Insurance November 2014 - January 2015
Life Health & Annuity Sales September 2013 - October 2014
State Farm 2013 - October 2014
FC Stone INTL Asset Corp September 2010 - March 2013
Newedge Brokerage LLC September 2008 - September 2009
UBS Securities, LLC October 2007 - May 2008
ABN AMRO Bank N.V. April 1997 - October 2007
CITI-CORP. FUTURES CORP July 1988 - March 1997
HARRIS FUTURES CORP April 1984 - June 1988
Skills
Middle Office, Derivatives, Customer Service, Clearing Houses, Financial Services, Financial Analysis, Trading Systems, International Trade, International Clients, AS400 Administration, Sales Operations, Back Office, Treasury, Collateral Management, Foreign Exchange, Account Management, Accounts Payable &..., Financial Statement..., Trade Compliance, International 3rd Party..., Life Insurance, Annuity Sales, Health Insurance, Equities, Sales, Options, Securities, Risk Management, Trading, Financial Markets, Fixed Income
Education
De Paul University 1990 — 1993
Political Science
Indiana University-Northwest 1982 — 1986
Business Management
Millennium Trust Company February 2015 - Present
Sate Farm Insurance November 2014 - January 2015
Life Health & Annuity Sales September 2013 - October 2014
State Farm 2013 - October 2014
FC Stone INTL Asset Corp September 2010 - March 2013
Newedge Brokerage LLC September 2008 - September 2009
UBS Securities, LLC October 2007 - May 2008
ABN AMRO Bank N.V. April 1997 - October 2007
CITI-CORP. FUTURES CORP July 1988 - March 1997
HARRIS FUTURES CORP April 1984 - June 1988
Skills
Middle Office, Derivatives, Customer Service, Clearing Houses, Financial Services, Financial Analysis, Trading Systems, International Trade, International Clients, AS400 Administration, Sales Operations, Back Office, Treasury, Collateral Management, Foreign Exchange, Account Management, Accounts Payable &..., Financial Statement..., Trade Compliance, International 3rd Party..., Life Insurance, Annuity Sales, Health Insurance, Equities, Sales, Options, Securities, Risk Management, Trading, Financial Markets, Fixed Income
Education
De Paul University 1990 — 1993
Political Science
Indiana University-Northwest 1982 — 1986
Business Management
Kayla Kirby's Millennium Trust Company Experience January 2013 - January 2014
Job Microbiologist at Indiana University Health
Industry Hospital & Health Care
Experience
Indiana University Health August 2015 - Present
Miami University January 2014 - May 2014
Miami University August 2013 - May 2014
Millennium Trust Company January 2013 - January 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Research, Leadership, Clinical Microbiology, Laboratory Skills, Clinical Chemistry, Hematology, Immunohematology, Serology
Education
Indiana University Health Methodist Medical Laboratory Science Program 2014 — 2015
Bachelor's Degree, Clinical Laboratory Science/Medical Technology/Technologist
Miami University 2011 — 2015
Bachelor's Degree, Clinical Laboratory Science/Medical Technology/Technologist and Microbiology
Indiana University Health August 2015 - Present
Miami University January 2014 - May 2014
Miami University August 2013 - May 2014
Millennium Trust Company January 2013 - January 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Research, Leadership, Clinical Microbiology, Laboratory Skills, Clinical Chemistry, Hematology, Immunohematology, Serology
Education
Indiana University Health Methodist Medical Laboratory Science Program 2014 — 2015
Bachelor's Degree, Clinical Laboratory Science/Medical Technology/Technologist
Miami University 2011 — 2015
Bachelor's Degree, Clinical Laboratory Science/Medical Technology/Technologist and Microbiology