Northern Trust
Industry: Financial services company
DescriptionNorthern Trust Corporation is a financial services company organized in Delaware and headquartered in Chicago, Illinois that caters to corporations, institutional investors, and high net worth individuals. The company has 85 offices in 18 US states and 20 countries. Headquarters: Chicago, Illinois, United States CEO: Michael G. O'Grady (1 Jan 2018–) Assets under management: 1.2 trillion USD (As of December 31, 2017.) Subsidiaries: NORTHERN TRUST CO,
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5,178 Northern Trust employees in database. Find out everything there's to know about Northern Trust employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Northern Trust Employees
Quill March 2011 - Present
Indiana University March 2009 - September 2010
C&S Wholesale Grocers September 2008 - January 2009
Northern Trust February 2008 - August 2008
Minnesota Department of Human Services September 2007 - January 2008
Illinois Department of Health care and Family Services August 2006 - July 2007
Skills
ETL, Oracle, PL/SQL, SDLC, Database Design, SQL, Requirements Analysis, Business Intelligence, SQL Tuning, Unix, Informatica, OLAP, Performance Tuning, Requirements Gathering, Adobe Site catalyst, Adobe Adhoc Reporting
Education
University of Illinois Springfield 2006 — 2007
Master's degree, Computer Science
Acharya Nagarjuna University 2001 — 2005
BTech, Electronics
Northern Trust January 2011 - September 2012
General Board of Pension & Health Benefits December 2008 - January 2011
Aon Hewitt December 2003 - December 2008
Skills
Research, Employee Benefits, Human Resources, Recruiting, Training, Onboarding, Payroll, Performance Management, Deferred Compensation, New Hire Orientations, HR Policies, Management, Administration, Software Documentation, Coaching, Time Management, Program Management, Insurance
Education
American Public University System 2013 — 2015
Bachelor's degree, Human Resources Management/Personnel Administration, General
City Colleges of Chicago-Harry S Truman College 2002 — 2005
N/A, General Studies
The Northern Trust Company 2013 - Present
Northern Trust 2009 - 2013
Northern Trust 2005 - 2009
UHY Advisors 2000 - 2006
Aiello / Berkshire Associates 1995 - 1999
Skills
Investment Advisory, Private Banking, Estate Planning, Wealth Management, Alternative Investments, Hedge Funds, Private Equity, Financial Planning, Insurance Planning, Philanthropy, Charitable Giving..., Charitable Trusts, Trusts, Trust Management, Investments, Investment Strategies, Wealth Transfer, Succession Planning, Business Planning, Strategy, Wealth, Strategic Financial..., Investment Management, Financial Services, High Net Worth..., Wealth Management..., Portfolio Management, Financial Advisory, Certified Financial..., Fixed Income, Equities, Asset Allocation, Finance, Risk Management
Education
Abilene Christian University 1991 — 1995
B.B.A., Accounting
The University of Chicago - Booth School of Business 2009 — 2010
CERTIFIED PRIVATE WEALTH ADVISOR®, Estate planning, philanthropy, taxation, investments and behavioral finance
College for Financial Planning 2000 — 2002
CERTIFIED FINANCIAL PLANNER (CFP®), Financial consulting, Estate/Charitable planning, Investments, Taxation, Retirement planning
The American College 1998 — 2000
CHARTERED FINANCIAL CONSULTANT (ChFC), Estate planning, Taxation, Insurance, Retirement and Investments
Northern Trust January 2010 - Present
Elmhurst College 1994 - 2011
Harris Bank 2001 - September 2009
BMO Capital Markets 2001 - September 2009
Northern Trust 1999 - 2001
Ibbotson Associates 1996 - 1998
First Chicago 1988 - 1996
Skills
Sales, Bank Relationship..., Private Lending, Wealth Management, Sales Management, Private Banking, Investments, Loans, Credit, Commercial Banking, Portfolio Management, Credit Analysis, Banking, Education, Public Speaking, Teaching, Management, Leadership, Commercial Lending, Financial Analysis, Asset Allocation
Education
Dominican University 1989 — 1991
MBA, Finance and Financial Management Services
Augustana College 1983 — 1987
Bachlor of Science, Economics
Elmhurst College
Economics and Finance
Northern Trust June 1999 - Present
Skills
Financial Analysis, Due Diligence, Mergers & Acquisitions, Banking, Finance, Portfolio Management, Strategic Planning, Investments, Financial Modeling, Management
Education
Arizona State University - W. P. Carey School of Business
Truckstop.com September 2014 - Present
Allstate April 2014 - September 2014
TEKsystems November 2004 - September 2014
HSBC February 2012 - April 2014
Northern Trust August 2010 - June 2012
Royal Bank of Scotland (Formerly ABN AMRO) February 2009 - August 2010
Allstate September 2008 - January 2009
Northern Trust 2007 - 2008
ABN AMRO 2005 - 2007
American Dental Association 2004 - 2004
Skills
Business Analysis, SDLC, Requirements Analysis, Data Analysis, Process Improvement, PMP, Business Process..., MS Project, Agile, Business Intelligence, Software Project..., Data Warehousing, Business Requirements, Business Process, Scrum, Project Planning, Problem Solving, Documentation, Deployment, Visio, Requirements Gathering, Agile Project Management, Management, Access, User Acceptance Testing, Testing, Project Management, Agile Methodologies, Software Documentation, SharePoint, Vendor Management, System Deployment, Analysis, PMO, Project Portfolio..., IT Strategy, Enterprise Software, Integration, Leadership, IT Management, Enterprise Architecture, Systems Analysis, Project Delivery, Program Management, Business Process Design, Risk Management, Change Management, ITIL, CRM, ERP
Education
IIT-Stuart Graduate School of Business 1998 — 1999
MBA, Information Management
IIT-Stuart Graduate School of Business 1996 — 1998
MS, Environmental Management
Allegheny College 1988 — 1992
BS, Environmental Studies
Cvent December 2014 - Present
SpeedRFP April 2011 - Present
Elite Meetings International June 2006 - Present
Carlson Wagonlit 2006 - 2007
Resorts & Great Hotels 2005 - 2006
Northern Trust 2001 - 2003
Skills
Sales, Business Development, Social Media Marketing, Marketing Communications, Tourism, Online Advertising, Time Management, Hotel Management, Hospitality Management, Networking, Public Relations, Leadership, Account Management, Research, Hotels, Lead Generation, Incentives, Social Networking, Contract Negotiation, Travel Management, Catering, Management, Strategic Planning, Customer Service, Sales Management, Competitive Analysis, Yield Management, Budgets, Sales Process, Advertising, Strategic Partnerships, Email Marketing, Negotiation, Meeting Planning, New Business Development, Digital Marketing, Social Media, Project Management, CRM, Microsoft Excel, Operations Management
Education
American College of Healthcare Sciences 2003 — 2004
Certificate in Nutrition, Bodycare & Herbalism, Health Services/Allied Health/Health Sciences, General, Certificate
College of Southern Idaho 1999 — 2001
Business Management
High School 1995 — 1999
Diploma, General
Volkert Engineering June 2013 - Present
Volkert Engineering June 2013 - Present
Jones Lang LaSalle 2011 - 2012
Jones Lang LaSalle May 2009 - March 2011
Citi Bank / Citi Trust Miami, Florida April 2008 - May 2009
Northern Trust January 2007 - May 2008
Brown-Forman - JLL 2004 - 2006
Thompson Engineering January 2001 - May 2004
Thermasys Heat Exchangers 1996 - 2002
Skills
Contract Negotiation, Construction Management, Budgeting, Contract Management, Vendor Management, Operations Management, Facilities Management, Corporate Real Estate, Process Improvement, Due Diligence, Property Management, Customer Relations, Change Management, International Project..., Budgets, Customer Service, Team Building, Construction, New Business Development, Project Planning, Procurement, Strategic Planning, Advertising, Project Management, Management, Program Management, Training, Engineering, Analysis, Process Scheduler, Civil Engineering, MS Project, Feasibility Studies, Continuous Improvement
Education
Troy University 2002 — 2004
MBA, Economics (Self Financed)
Auburn University at Montgomery 1993 — 1996
Pre Engineering, Civil Engineering
Bank of America August 2013 - February 2015
Northern Trust April 2010 - August 2013
HCSC November 2006 - April 2010
Acxiom July 2005 - November 2006
Hsbc Bank,IL February 2005 - September 2005
Skills
Datastage, Data Warehouse..., Dimensional Modeling, Teradata, Data Quality, ETL, Informatica, Data Modeling, Data Marts, Master Data Management, OLAP, DB2, Erwin, Data Integration, Oracle, Data Management, Business Objects, Data Governance, Cognos, Data Warehousing, Data Migration, SDLC, Sybase, Requirements Gathering, Performance Tuning, SSIS, PL/SQL, Unix Shell Scripting, Database Design, Metadata Management, Business Intelligence, Enterprise Architecture, OBIEE, Microstrategy, Business Intelligence..., Databases, SSRS, Solution Architecture, Enterprise Software, Crystal Reports, SQL Tuning, Requirements Analysis, T-SQL, DataStage
Education
Robert Morris College 2009 — 2009
MSC MBA Dual degree, Computers
Acharya Nagarjuna University 1990 — 1990
msc computer, computers
Nagarjuna University 1990 — 1990
Masters, computers
Siddartha School
Orbitz Worldwide December 2013 - Present
Orbitz Worldwide March 2013 - December 2013
HSBC October 2007 - December 2012
Northern Trust December 2004 - October 2007
Ernst & Young July 2002 - December 2004
Arthur Andersen September 2000 - June 2002
Skills
IT Audit, Risk Management, Internal Controls, Auditing, Sarbanes-Oxley Act, Enterprise Risk..., Information Security..., Vendor Management, CISA, Governance, Internal Audit, Operational Risk..., Information Security, SAS70, SDLC, Business Continuity, IT Risk Management, Disaster Recovery, Fraud, Sarbanes-Oxley, PCI DSS, Operational Risk, External Audit, COBIT, PCI Standards, Root Cause Analysis, CISM
Education
DePaul University 2002 — 2004
Master of Science (M.S.), Computer Science
Albion College 1996 — 2000
Bachelor of Arts (B.A.), Business/Managerial Economics
CKS Advisors LLC May 2013 - August 2015
Northern Trust June 2012 - August 2012
ViaWest Properties June 2011 - December 2011
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
BS, Finance
Western Reserve Academy 2008 — 2010
Northern Arizona University August 1997 - Present
Counselor, Private Practice January 1997 - Present
Merrill Lynch August 1984 - August 1988
Northern Trust May 1974 - May 1984
English Teacher January 1900 - December 1900
Skills
University Professor, Artist, Creative Writer, Fire Lookout, Poet, Counselor, Life Coach, Librarian, Computer Wonk, Master Gardener, Photographer, Web Master, Public Speaking, Teaching, Stress Management, Program Management, Creative Writing, Leadership Development, Research
Education
Arizona State University 1990 — 1995
Ph.D., Counseling Psychology
Arizona State University 1988 — 1990
MA, Counseling
Northern Arizona University 1900 — 1900
B.S.Educ., English Literature
Boeing March 2015 - Present
Boeing October 2012 - March 2015
Tutor August 2008 - December 2014
Able Engineering and Component Services May 2011 - October 2012
Jackson White, P.C., Mesa Arizona October 2008 - May 2011
Northern Trust August 2008 - October 2008
CADlines L.L.C. June 2004 - August 2008
The Church of Jesus Christ of Latter-day Saints February 2006 - February 2008
Whole Grain Natural Bread Company, 2003 - 2004
Skills
Microsoft Excel, Solidworks, Matlab, Microsoft Word, AutoCAD, Microsoft Office, PowerPoint, Research, Public Speaking, Aerospace, Aircraft, Data Analysis, Engineering, Testing, Analysis, Access, Leadership, Process Improvement, Lean Manufacturing, Team Leadership, Technical Writing, Tool Design, Unigraphics, Catia, Troubleshooting, Pspice, Outlook, Labview, ANSYS, Software Documentation, Six Sigma, Mechanical Engineering, Stress Analysis, Machining, Quality Assurance, CAD, Manufacturing, Systems Engineering, SolidWorks
Education
Arizona State University 2005 — 2012
Bachelor of Science in Engineering, Ira A. Fulton School of Engineering: Mechanical Engineering, B.S.E.
Mountain View High School, Mesa, AZ 2002 — 2005
High School Scholastic Diploma
Cornfields Inc January 2012 - Present
Cornfields Inc December 2006 - December 2011
BearingPoint 2005 - 2006
Northern Trust 2001 - 2003
Education
American University - Kogod School of Business 2003 — 2005
MBA, Finance
University of Denver 1997 — 2001
BA, Business - Finance
Aon Hewitt June 2008 - Present
Aon Hewitt August 2003 - June 2008
Northern Trust 2001 - 2003
Management Principals May 1999 - April 2001
Skills
Software Documentation, SDLC, SQL, Test Planning, DB2, Analysis, Testing, Integration, Microsoft Office, SharePoint, Access, Business Analysis, Lotus Notes, SQL DB2, Systems Analysis, Databases, CICS, Regression Testing, Test Cases, Data Analysis, Great Plains Software, Visual Basic, Tortoise SVN, Test Automation, Gap Analysis, User Acceptance Testing, Requirements Gathering, test, Apache, Mainframe, Project Management, Requirements Analysis
Education
American Intercontinental University 1998 — 2000
Master's degree, Information Technology
Ohio University 1988 — 1992
Bachelor of Arts (BA), Economics
Fidelity Investments July 2012 - August 2014
Northern Trust January 2010 - June 2012
Skills
SAS, SAS Certified Base..., SAS programming, Statistical Tools, Advanced Excel, Time Series Analysis, Statistical Modeling, Data Mining, Microsoft SQL Server, HTML, Office Apps, SSMS, SSIS, SSRS, Tableau, Microsoft Excel, SQL
Education
Saint Joseph's University 2014 — 2015
Master of Science (M.S.), Business Intelligence & Analytics
Anna University 2004 — 2008
Bachelors of Engineering, Electronics and Communications Engineering, B
Tata Consultancy Services February 2007 - Present
Southern California Edison (SCE) June 2015 - Present
Sony Corporation of America July 2010 - June 2015
Northern Trust November 2008 - June 2010
Skills
z/OS, Mainframe, REXX, CICS, SAS, RACF, Operating Systems, SMP/E, OS/390, HMC, zSeries, IBM Mainframe, Disaster Recovery, TSO, MVS, Performance Tuning, JCL, Hardware, System Z, MXG, HCD, IODF, EMC, VTL, SMS, ACF2, HSM, Storage Management, Capacity Management, Control-M, SDSF, ISPF, IBM Utilities, JES2, Syncsort, Capacity Planning, Systems Programming, Fileaid, Project Management, Program Management, Project Portfolio..., Project Planning, Team Leadership, Unix, Storage, ITIL
Education
Anna University 2002 — 2006
Bachelor's degree, Computer Engineering, A
Northern Trust July 2012 - Present
Northern Trust August 2000 - July 2012
Northern Trust August 1998 - May 2000
Northern Trust September 1995 - May 1998
Skills
Wealth Management, Trust Services, Financial Advisor, Relationship Management, Asset Allocation, Estate Planning, Fiduciary, Alternative Investments, Wealth Management..., Mutual Funds, High Net Worth..., Asset Management, Investment Management, Investment Advisory, Investment Strategies
Education
Arizona State University
BS, Justice Studies
College of Financial Planning
CFP, Certified Financial Planning
Hotel Emma June 2015 - Present
The Lake Placid Lodge September 2010 - June 2015
Boushie & Associates, CPA's November 2008 - September 2010
St. Regis Canoe Outfitters May 2007 - March 2009
NBT Bank April 2005 - November 2007
Northern Trust September 2002 - April 2005
Skills
Accounts Payable, Payroll, Billing, Microsoft Office, Customer Service, Accounting, Outlook, Quickbooks, Banking, General Ledger, Bookkeeping, Account Reconciliation, Peachtree, Opera, SBT, QuickBooks, Accounts Receivable, Balance, Journal Entries, Tax Preparation, Financial Reporting, Invoicing, Financial Accounting, Microsoft Excel, Hotels, Budgets, Hospitality
Education
North Country Community College 2000 — 2002
Associate of Arts and Sciences (A.A.S.), Business Administration, Accounting
Ashford University
Bachelor of Business Administration (B.B.A.)
Focus Management Group January 2015 - Present
i-vao July 2012 - Present
Nina Ritter Trust January 2007 - Present
Broco Investments Inc April 2012 - August 2012
Broco Investments Inc October 2011 - August 2012
Broco Investments Inc August 2011 - April 2012
Northern Trust April 2010 - 2010
Claire's Accessories May 2008 - September 2008
Farmers Best April 2006 - May 2008
Skills
NPV, DCF, IRR, Excel, Lotus Notes, AS400, Financial Analysis, Trade Finance, Corporate Finance, Mathematical Modeling, Bloomberg Terminal, CAPM, Derivatives, Credit Derivatives, Interest Rate..., Exotic Derivatives, FX, Project Planning, Critical Chain Project..., Project Finance, Budgeting, FX Options, Options, Futures, CDS, IRS, Swaps, Interest Rate Swaps, Swaptions, CFDs, ETFs, Foreign Exchange, Data Mining, Bloomberg, Microsoft Excel, Budgets, Access, Microsoft Word, Fixed Income, Project Management, Strategic Planning, Business Strategy, Portfolio Management, Valuation, Analysis, Finance, Currency, Financial Services, Financial Markets, Equities
Education
Keller Graduate School of Management 2008 — 2009
Master of Business Administration, Accounting and Finance; Finance Analyst
DeVry University 2006 — 2008
Bachelor of Science, Technical Management
Peterburg State Transport University (PGUPS) 2002 — 2006
associate, Non-Destructive Testing
High School N296 of St. Petersburg 2000 — 2002
High school diploma, Economics and management
Northern Trust April 2013 - Present
State Street Bank August 2010 - January 2013
State Street Bank June 2008 - October 2010
State Street September 2005 - January 2008
State Street November 2002 - September 2005
State Street February 2000 - November 2002
Fleet Bank January 1999 - November 1999
Skills
Derivatives, Portfolio Management, Risk Management, Capital Markets, Mutual Funds, Credit Risk, Financial Services, Hedge Funds, Banking, Financial Risk, Credit Analysis, Credit
Education
ISIDA Business School - Palermo, Italy
Master of Business Administration (MBA)
Università degli Studi di Messina
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Fast Heat, Inc. and Agentis Energy March 2014 - Present
Agentis Energy March 2014 - Present
Council on Tall Buildings and Urban Habitat May 2013 - February 2014
Sanford Brown College July 2010 - May 2013
ICOMM Consulting July 2008 - December 2009
Corinthian Colleges October 2007 - July 2008
CEC August 2006 - July 2007
Northern Trust February 2006 - July 2006
Skills
Staff Development, Student Financial Aid, Training, Customer Service, PeopleSoft, Microsoft Office, Financial Analysis, Recruiting, Finance, Admissions, Access, Career Counseling, Microsoft Excel, Resume Writing, Banking, Higher Education, Budgets, Team Leadership, Sales, Payroll, Program Management, Leadership, Management, Time Management, Analysis, Strategic Planning, Accounting, Interviews, Data Entry, Leadership Development, Human Resources, Research, Employee Training, Coaching, Administration, Auditing
Education
American Public University System 2009 — 2011
Master of Business Administration (MBA), Finance
American Public University System 2008 — 2009
Masters, Homeland Security
University of Illinois at Chicago 2003 — 2007
Bachelors, Finance
Oracle April 2012 - Present
Northern Trust November 2008 - May 2012
Accenture LLC July 2007 - September 2008
RK Management Consultants August 2001 - July 2007
Havi Global Solutions- McDonalds November 2006 - June 2007
Fidelity November 2005 - October 2006
New York Stock Exchange July 2005 - October 2005
Chicago Board of Trade March 2005 - June 2005
Northwestern Mutual February 2003 - March 2005
Sun Microsystems December 2001 - January 2003
Skills
Capacity Planning, Linux, Server Consolidation, High Availability, Servers, Cluster, Enterprise Architecture, Solution Architecture, Disaster Recovery, Unix, Virtualization, Data Center, VMware, Oracle, Pre-sales, Infrastructure, PMP, Cloud Computing, Operating Systems, Architecture, Solaris, Storage, ITIL, Databases, Performance Tuning, IT Management, Integration, SAN, Security, System Administration, Enterprise Software, Storage Area Networks, Architectures, AIX
Education
University of Engineering and Technology, Lahore 1995 — 1997
BE, Mechanical
The University of Lahore 1993 — 1995
MBA, Marketing
Northeastern Illinois University
MSC, Computer Science
Market Financial Group January 2013 - Present
Hub International January 2010 - December 2012
Hub International January 2008 - January 2010
Hub International May 2006 - January 2008
Northern Trust November 2005 - May 2006
Skills
Insurance, Underwriting, Risk Management, New Business Development, Property & Casualty..., Account Management, Sales, Customer Service, Marketing, Liability, Business Strategy, Brokers, Legal Liability, Financial Risk, CRM
Education
Purdue University 2000 — 2005
Bachelors, Business
Alverno College 2008 — 2010
MBA, Business and Economics
Northern Trust October 2012 - Present
Fifth Third Private Bank June 2009 - November 2012
Dykema Gossett PLLC 1995 - 2004
Campbell-Ewald 1990 - 1993
Skills
Trusts, Estate Tax Planning, Charitable Trusts, Estate Planning, Tax Law, Wealth Management..., High Net Worth..., Investments, Succession Planning, Retirement Planning, Risk Management, Financial Advisory, Wealth Management, Investment Advisory, Securities
Education
University of Michigan Law School 1993 — 1995
JD, Law
Adrian College 1986 — 1990
Bachelor of Business Administration (BBA), Marketing, magna cum laude
WellMatch January 2015 - Present
GoHealth November 2013 - January 2015
Forte Knowledge September 2011 - January 2015
Redbox June 2012 - November 2013
Apartments.com April 2008 - June 2012
Northern Trust January 2008 - April 2008
MediaBank September 2007 - December 2007
Skills
QTP, Test Automation, Test Planning, Quality Assurance, Agile Methodologies, Performance Testing, Regression Testing, Software Quality..., SQL, Test Cases, Automation, Selenium, Scrum, Agile Testing, SDLC, Test Management, TFS, Objective-C, User Acceptance Testing, System Testing, Agile Project Management, Defect Tracking, Web Applications, Microsoft SQL Server, Databases, Web Testing, Software Project..., Continuous Integration, iOS development, C#, Selenium Testing, Web Services, Mobile Applications, Quality Management, Leadership, Agile Meth, Management, HP QTP, HP Quality Center
Education
Кисловодский Институт Экономики и Права (КИЭП) / Kislovodsk Institute of Economics and Law 1992 — 1997
BS, Business
Lincoln Financial Group November 2011 - Present
Trust Company of the West July 2004 - November 2011
Metropolitan West Asset Management 2004 - 2011
Western Asset Management 2003 - 2004
northern trust 2000 - 2003
Lincoln Financial Group February 1998 - September 1999
Sears Holdings Corporation September 1996 - February 1998
bhs 1992 - 1994
Skills
Fixed Income, Sybase, Risk Management, Microsoft SQL Server, Quantitative Finance, Equities, Derivatives, Business Analysis, Credit Derivatives, SSIS, Asset Managment, Portfolio Management, Equity Derivatives, Electronic Trading, VB.NET, SQL, C#, Trading Systems, Capital Markets, Quantitative Analytics, Java, SDLC, Bloomberg, Hedge Funds, Bonds, Financial Modeling, C++, .NET, Asset Management, Software Development, Oracle, Trading, Market Risk, VBA, Options, Alternative Investments, Investments, SQL Server, ABS, Unix, C, Databases, Integration, Linux, Commercial Mortgage..., RiskFrontier, Management, Financial Analysis, Financial Services
Education
Санкт-Петербургский Институт Машиностроения (Втуз ЛМЗ) 1976 — 1982
MSME
BMO Private Banking July 2015 - Present
Northern Trust August 2012 - July 2015
ComPsych 2008 - August 2012
Washington Mutual, Inc. October 2007 - November 2008
Vanguard October 2004 - August 2006
Skills
Estate Planning, 1031 Exchanges, Profit Sharing, Retirement Planning, 401k, Financial Planners, IRAs, Wealth Management, Investments, Retirement, Insurance, Strategic Financial..., Investment Strategies, Fixed Annuities
Education
Jagiellonian University 2006 — 2007
M.A., European Studies
Arizona State University 2000 — 2004
B.A., History
Northern Trust August 2013 - August 2014
Bank of America April 2007 - November 2013
Wells Fargo Home Mortgage October 2012 - July 2013
Bank of America April 2007 - April 2012
Bank of America April 2007 - April 2012
Bank of America April 2007 - April 2012
Pan American Mortgage Bank February 2006 - March 2007
St. Mary’s Hospital January 2004 - October 2006
Skills
Mortgage Lending, Loans, Underwriting, Refinance, Analysis, FHA, Mortgage Underwriting, Time Management, Customer Service, Financial Services, Cross Selling, Loan Origination, Credit, Microsoft Office, Internet, Typing, Communication Skills, Business Analysis, At Multitasking, Skip Tracing, IBM AS/400, Microsoft Project, Microsoft Word, Microsoft Excel
Education
American InterContinental University 2014 — 2016
Project Management Degree, Business, Management, Marketing, and Related Support Services
University of Phoenix 2009 — 2012
Business Administration, Management and Operations
Federal Reserve Bank of Chicago July 2014 - Present
Northern Trust July 2013 - July 2014
Northern Trust April 2011 - June 2013
Northern Trust October 2010 - April 2011
AMB Trading July 2009 - October 2010
UBS Financial Services 2008 - 2009
The Career Center, University of Michigan 2006 - 2008
Skills
Financial Modeling, Asset Managment, Investment Management, Portfolio Management, Equities, Investments, Project Management, Mutual Funds, Options, Asset Management, Client Service Oriented, Creative Problem Solving, Collaboration, Management, Strategy, Leadership, Derivatives, Client Services
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Management & Organizations
American Academy of Art 2002 — 2006
BFA, Painting
ADP June 2015 - Present
ADP November 2008 - January 2013
Logan Britton March 2007 - November 2008
Tata Consultancy Services 1999 - 2006
Northern Trust 1900 - 1950
Skills
PL/SQL, Software Development, Oracle, Unix Shell Scripting, Java, Perl, Programming, Business Analysis, SQL, SOA, Unix, Web Services, Data Warehousing, Scrum
Education
Jadavpur University 1998 — 1999
M. Tech, Communications Engineering
Andhra University 1993 — 1997
BE, Electronics and Communications
Northern Trust May 2010 - Present
PNC Bank June 2009 - May 2010
National City Bank June 1993 - May 2010
Skills
Banking, Credit, Risk Management, Credit Analysis, Financial Analysis, Portfolio Management, Commercial Lending, Commercial Banking, Loans, Credit Risk, Treasury Management, Wealth Management, Retail Banking, Consumer Lending, Small Business Lending
Education
University of Notre Dame - Mendoza College of Business 1991 — 1993
Alma College 1984 — 1987
Northern Trust Corporation August 2011 - January 2014
First West Credit Union March 2010 - November 2011
HSBC August 2008 - August 2011
Northern Trust August 2005 - 2008
ABN-AMRO September 2003 - August 2005
PeopleSoft August 2000 - September 2003
Skills
Risk Management, Credit Risk, Banking, Business Process, PeopleSoft, Basel II, Financial Services, Portfolio Management, Oracle, Management, Business Analysis, Enterprise Software, ETL, Finance, Data Warehousing, Requirements Gathering, Consulting
Education
Northwestern University - Kellogg School of Management 2005 — 2008
MBA, Finance, Entrepreneurship, Accounting Management and Information Systems
University of Notre Dame 1995 — 1999
BBA, Finance, Computer Applications
American University 1998 — 1998
ND Summer Student Internship Exchange Program, Finance
Foothills Asset Management, Ltd 1995 - Present
Madison Scottsdale February 1994 - August 1995
Northern Trust February 1987 - February 1994
Skills
Investments, Investment Strategies, Wealth Management, Asset Managment, Asset Management, Mutual Funds, Retirement Planning, Securities, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1986
Graduate Study
Arizona State University 1976 — 1980
B.S. Finance, Finance, Economics
Cody High School 1970 — 1975
Diploma
Healthcare Consortium of IL December 2013 - Present
Advocate Medical Services October 2012 - May 2013
Northern Trust 2001 - 2012
Skills
Banking, Microsoft Excel, Financial Analysis, Microsoft Office, Financial Reporting, Customer Service, PowerPoint, Bloomberg, Business Intelligence, Business Analysis, Vendor Management, Convention Services, Conference Registration
Education
American InterContinental University 2013 — 2015
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Illinois at Chicago 1991 — 1993
Business Manaagement
CDS Framing, Inc. October 2006 - Present
Northern Trust August 2004 - July 2006
Aldridge Electric 2000 - 2004
Skills
Microsoft Office, OSHA 30-Hour, On Screen Takeoff, Budgets, Estimates, Pre-construction, Process Scheduler, Construction, Contract Management, Project Bidding, Construction Management, Value Engineering, CPM Scheduling, Contractors, Change Orders, Project Estimation, Subcontracting
Education
Arizona State University 2007 — 2011
MS, Construction Management
Millikin University 2000 — 2004
BS, Finance
Cetera Financial Group October 2013 - Present
Northern Trust August 2006 - October 2013
Northern Trust August 2006 - November 2008
Kurt Salmon Associates 2000 - 2003
Kozmo.com 1999 - 2000
Schieffelin & CO 1998 - 2000
Skills
Global Management, Strategic Planning, Developing Talent, Talent Management, Organizational..., Vendor Relations, Employee Engagement, Mentoring, Change Management, Training Delivery, Strategy, Leadership, Performance Management, Management Consulting, Management, Human Resources, Mergers & Acquisitions, Business Development, Training, Team Building, Start-ups, Executive Management, Analysis, Onboarding, Project Management, Interviews, Employee Benefits
Education
Temple University 2003 — 2005
MA, Creative Writing, English Literature
Georgetown University - The McDonough School of Business 1996 — 1998
MBA, International Finance
Albion College
BA, Economics and English
TrustBank June 2013 - Present
BMO Private Bank September 2011 - June 2013
The Private Client Reserve at US Bank August 2009 - August 2011
Northern Trust March 1999 - August 2009
Skills
Asset Management, Asset Allocation, Portfolio Management, Investment Strategies, Equities, Wealth Management, Investments, Investment Advisory, Fixed Income, Asset Managment, Investment Management, Wealth Management..., Mutual Funds
Education
Arizona State University 1993 — 1999
Bachelor of Science, Business Management
Sears Holdings Corporation January 2015 - Present
United Airlines April 2014 - December 2014
BMO Financial Group November 2013 - April 2014
Northern Trust January 2012 - November 2013
ProSoft Technology Group Inc. March 2009 - December 2011
IT Consulting Services February 1998 - March 2009
Education
University of London
Bachelor of Science (BSc)
Sheffield Hallam University
Master of Science (M.Sc.)
Robert Gordon University
Master of Science (MSc)
Universidad de Málaga
DEH
Swiss School of Management
MBA
University of Illinois at Chicago
Aberdeen Business School
Deloitte Consulting April 2011 - Present
Taylor Morrison November 2008 - November 2010
CVS Caremark Corporation October 2006 - October 2008
Aztore Capital June 2005 - September 2006
Northern Trust August 2004 - June 2005
Morgan Stanley June 2000 - August 2004
Skills
Financial Management, P&L, Budgeting, Financial Reporting, Cash Flow Management, Financial Analysis, Forecasting, Consolidation, Strategic Planning, SEC reporting, Cash Flow, Financial Modeling, Controlling, Business Planning, Variance Analysis, Hyperion, Hyperion Enterprise, Essbase, Hyperion Planning, HFM, FDQM, Managerial Finance, Strategic Financial..., Process Improvement, Cross-functional Team..., Due Diligence, Project Management, Pricing, Financial Accounting, Accounting, GAAP, Cost Accounting, Management Consulting, IFRS, Financial Forecasting, Cash Management, Business Analysis, General Ledger, Cash Flow Forecasting, Strategy, Business Transformation, Executive Management, Community Development
Education
Arizona State University - W. P. Carey School of Business 2008 — 2010
MBA, Finance, Entrepreneurship.
Isenberg School of Management, UMass Amherst 1998 — 2000
BA, Finance
Paul Smith's College 1996 — 1998
ABA, Business Administration
Accretive Solutions January 2012 - Present
Experis (formerly Jefferson Wells) July 2005 - September 2011
Fiserv December 2010 - December 2010
Roseland Deapery January 2010 - August 2010
TMK IPSCO June 2009 - October 2009
Northern Trust March 2009 - April 2009
Allstate Financial December 2008 - March 2009
Northern Trust January 2007 - December 2008
La Rabida Children's Hospital September 2006 - December 2006
Richardson Electronics October 2005 - September 2006
Skills
SOX, Accounts Payable, Financial Accounting, Reconciliation, Compliance, Financial Analysis, Budgeting, Audit, Documentation, Financial Reporting, Accounting, Excel, Forecasting, Accounts Receivable, Financial Planning, Process Improvement, Customer Relations, Business Process..., SAP, Analysis, Payroll, Banking, Account Management, PowerPoint, Change Management, Management, Sarbanes-Oxley Act, Strategy, Auditing, Account Reconciliation, Strategic Financial..., Variance Analysis, General Ledger, Vendor Management, Cash Flow, Software Documentation, Operations Management, Managerial Finance, Sarbanes-Oxley, Risk Management, Internal Audit, Mergers & Acquisitions, Management Consulting, Internal Controls, Enterprise Risk..., Financial Modeling, Cash Management, Executive Management, Due Diligence, Cost Accounting
Education
DePaul University 2012 — 2013
Bachelor of Arts (B.A.), General Studies
Roosevelt University 2011 — 2011
Bachelor of Professional Studies Degree, Commerce
Fitzwilliam Finance and Banking College 2002 — 2004
Management Accounting, Chartered Institute of Management Accounting
Dublin Institute of Technology 1997 — 1999
Accounting Technicians
Christian Brothers College
Walgreens Boots Alliance March 2014 - Present
Northern Trust May 2010 - December 2013
Yaskawa Electric America December 2009 - May 2010
Parker Hannifin 2001 - 2009
Skills
Six Sigma, Accounting, Lean Manufacturing, Project Management, Fund Accounting, Fund Administration, Internal Audit, Quality Assurance, Continuous Improvement, Internal Controls, Process Consulting, Consultation, Risk Management, Minitab, Microsoft Excel, SAP, Sunguard, Enterprise Software, Smartstream TLM, SharePoint, Microsoft Word, Management, Budgets, Software Documentation, Accounts Payable, Vendor Management, Process Improvement, Finance, Auditing, Analysis
Education
Robert Morris University Illinois 2007 — 2010
BBA, Accounting
American InterContinental University 2006 — 2007
Business Management, Management
College of Lake County 1999 — 2001
Multimedia Communications, Internet Development
Northern Trust September 2013 - Present
Fifth Third Bank September 2009 - September 2013
Fifth Third Bank June 2008 - September 2009
Morgan Stanley Wealth Management August 2007 - June 2008
Pittsburgh Ballet Theatre, The Pennsylvania Ballet, The Cleveland Ballet 2000 - 2005
Skills
Loans, Commercial Banking, Underwriting, Financial Analysis, Capital Markets, Asset Based Lending, Structured Finance, Middle Market, Financial Modeling, Credit Analysis, Portfolio Management, Credit, Finance, Banking, Valuation, Commercial Lending, Investments, Microsoft Excel, Corporate Finance, Asset Managment
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2008
Bachelor of Science in Business Administration, Finance
Audencia Nantes Ecole de Management 2007 — 2007
International Business, French
The Rock School for Dance Education 2001 — 2003
Classical Ballet
Lincoln International July 2015 - Present
N2Picture June 2007 - Present
Global Investment Club October 2012 - April 2015
Lincoln International June 2014 - August 2014
MPowered Entrepreneurship January 2013 - February 2014
Northern Trust June 2013 - August 2013
Littelfuse May 2012 - June 2013
University of Michigan Ross School of Business October 2011 - May 2013
Kellogg School of Management September 2010 - May 2011
Skills
Access, PowerPoint, Adobe Creative Suite, Photoshop, Final Cut Pro, Digital Photography, Videography, Academic Tutoring, Entrepreneurship, Leadership, Matlab, Social Media, Microsoft Excel, Credit Risk, Business Analytics, Networking, CRM, Analytics, Microsoft Office, Financial Analysis, Public Speaking, Data Analysis, Research, Financial Modeling, Analysis, Microsoft Word
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor's of Business Administration, Finance & Accounting
University of Michigan College of Literature, Science, and the Arts 2011 — 2015
Bachelor's of Arts, Economics
Illinois Mathematics and Science Academy 2008 — 2011
High School Diploma
Alliance Bank of Arizona August 2014 - Present
Bank of Arizona June 2012 - July 2014
BOK Financial June 2012 - May 2013
Northern Trust May 2011 - August 2011
Skills
Financial Analysis, Credit, Customer Service, Banking, Research, Data Analysis, Credit Analysis, Loans, Commercial Banking
Education
University of Arizona, Eller College of Management 2014 — 2016
Master of Business Administration (M.B.A.), Concentrations: Finance & Marketing
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science, Finance & Management
Northern Trust Asset Management March 2014 - Present
Northern Trust January 2011 - February 2014
Northern Trust May 2008 - December 2010
Cross Container Corporation April 2006 - March 2008
International Paper August 2004 - April 2006
Skills
Bloomberg, Finance, Financial Services, Financial Analysis, Investments, Risk Management, Microsoft Excel, Portfolio Management
Education
Loyola University of Chicago - Graduate School of Business 2007 — 2009
MBA, Concentration in Finance, 3.65
University of International Business and Economics 2009 — 2009
Beijing, China
Augustana College 1999 — 2003
Bachelor of Arts in Business Administration, Marketing
NFL Players Association August 2010 - Present
NFL Players Association June 2006 - August 2010
First Midwest Bank April 2009 - 2010
Morgan Stanley May 2007 - April 2009
Northern Trust June 2005 - May 2007
GNC February 2002 - March 2005
NFL Players Association March 1999 - March 2001
National Football League April 1991 - March 2001
Northwestern Mutual April 1998 - January 2001
Skills
Leadership, Public Speaking, Strategy, Marketing, Management, Team Leadership, Advocacy, Negotiation, Sports Management, Strategic Planning, Investments, Athletic Administration, New Business Development, Team Building, Social Media, Nonprofits, Leadership Development, Media Relations
Education
University of Phoenix 2009 — 2012
MBA
Arizona State University, W. P. Carey School of Business 2008 — 2009
Accelerated Financial Planning Program
Indiana University Bloomington 1986 — 1990
Bachelors
Northern Trust Wealth Management February 2014 - Present
Northern Trust June 2012 - Present
Students For Liberty July 2009 - June 2012
Arizona State University August 2009 - August 2011
Northern Trust June 2010 - October 2010
Skills
Economics, Public Speaking, Non-profits, Microsoft Office, Strategic Planning, Data Analysis, Fundraising, Financial Modeling, Financial Statement..., Event Planning, Financial Services, Leadership, Financial Analysis, Entrepreneurship, Social Media
Education
Arizona State University 2006 — 2010
Bachelor of Science (B.S.), Finance
Northern Trust January 2013 - Present
KPMG August 2010 - November 2012
KPMG June 2009 - August 2009
Fortigent, LLC June 2008 - August 2008
Skills
Financial Analysis, SEC filings, Financial Reporting, Financial Modeling, Financial Accounting, Financial Risk, Treasury Services, Asset Managment, Investments, Derivatives, Hedging, Loans, Debt Management, Equity Valuation, DCF Valuation, Business Valuation, Fair Market Value, Capital Markets, Financial Regulation, Risk Assessment, Internal Controls, Banking, Portfolio Management, Equities, Auditing, Valuation, Asset Management
Education
American University - Kogod School of Business 2009 — 2010
Master of Science, Accounting
American University 2005 — 2009
BSBA, Finance, Accounting
Deloitte November 2010 - Present
Northern Trust May 2009 - April 2010
Cognizant Technology Solutions May 2008 - April 2009
Aricent August 2006 - November 2007
Nucleus Software March 2006 - August 2006
Vanguard Info solution, India October 2003 - March 2006
Convergys May 2002 - October 2003
Skills
CMMI, ITIL, Agile, PMP, Process Improvement, Agile Methodologies, Business Analysis, Quality Assurance, IT Service Management, Testing, PMO, Project Management, User Acceptance Testing, SDLC, Software Project..., Change Management, CRM, Cross-functional Team..., Six Sigma, Risk Management
Education
Apeejay School Of Management 2000 — 2002
PGDBM, Business Management
EMPI Business School, India (BBA & GSEM) 1997 — 2000
BBA & GSEM, Bachelor of business administration & Diploma in Graduate Studies in Entrepreneural Management
Wells Fargo Advisors March 2013 - Present
Deutsche Bank June 2007 - March 2013
Northern Trust December 1998 - June 2007
Banc of America Securities 1990 - 1998
Skills
Investment Management, Financial Advisory, Wealth Management, Asset Management, Alternative Investments, Asset Allocation, Investments, Portfolio Management, Series 7, Equities, Fixed Income, Investment Strategies, Wealth Management..., Investment Advisory, Hedge Funds, Mutual Funds
Education
Arizona State University, W. P. Carey School of Business 1982 — 1986
BS, Finance
FISERV / JP Morgan Chase November 2012 - Present
BROWN MATTERS January 2011 - Present
LOYOLA UNIVERSITY CHICAGO November 2014 - March 2015
Northern Trust October 2006 - May 2011
Northern Trust July 2000 - October 2006
KINKO'S OF ORLAND PARK October 1999 - June 2003
IDDT/CHECKERS/AMERIKING/BURGER KING July 1992 - June 1997
Skills
Team Building, Banking, Analysis, Customer Service, Process Improvement, Recruiting, Customer Relations, Microsoft Office, Excel, Word, Problem Solving, Coaching, Compliance, Strategic Planning, Research, Negotiation, Accounting, Mentoring, Financial Analysis, Retail, Team Leadership, Teamwork, Policy, Account Management, Documentation, Conflict Resolution, Data Processing, Account Reconciliation, Diversity, Cash Management, ATM networks, Account Maintenance, Insurance, Operations Management, Financial Services, Process Management
Education
Alcorn State University
Business/Corporate Communications
Kennedy-King College
Communications; English
Nuveen Investments March 2012 - Present
Nuveen Investments April 2010 - March 2012
Northern Trust September 2009 - April 2010
Calamos Investments May 2004 - March 2009
Skills
Investment Advisers Act, Investment Company Act, Software License..., Corporate Law, Corporate Real Estate, UCITS, Separately Managed..., Animal Law, Real Estate Transactions, Derivatives, ISDA negotiations, Securities Exchange Act..., Securities Act of 1933, Compliance, Mutual Funds, Investments, Equities, Financial Services, Investment Advisory, Risk Management, Securities, Investment Management, FINRA, Rule 144, Securities Regulation, Legal Writing, Bonds, Fixed Income, Animal Welfare, Animal Rights, Information Technology, IT Outsourcing, IT contract negotiation, Asset Management
Education
Northern Illinois University College of Law 2002 — 2005
JD, magna cum laude
Auburn University 2000 — 2002
Business, Concentration in Finance
Deloitte September 2014 - Present
Deloitte Ireland September 2011 - September 2014
KBC Bank Ireland August 2012 - September 2012
Northern Trust June 2012 - July 2012
Applied Language Centre, UCD June 2010 - September 2010
UCD Residence September 2008 - May 2009
Allied Irish Banks June 2007 - August 2007
Skills
Teamwork, Time Management, Organization, Financial Accounting, People Skills, SharePoint, External Audit, IFRS, Auditing, Financial Statements, Accounting, Big 4, US GAAP, Management Accounting, UK GAAP, Corporate Tax, Internal Controls, Financial Reporting, International Tax, Assurance, VAT
Education
Chartered Accountants Ireland 2011 — 2014
Michael Smurfit School of Business 2010 — 2011
M.Acc, Accounting
University College Dublin 2006 — 2010
BBLS, Business and Law
J.P. Morgan June 2012 - Present
J.P. Morgan June 2009 - June 2012
Northern Trust July 2008 - May 2009
Arizona State University 2005 - 2009
Apple March 2007 - September 2007
Skills
Private Banking, Wealth Management, Portfolio Management, Asset Management, Series 7, Financial Modeling, Investments, Equities, Private Client Services, Financial Analysis, Mutual Funds, Bloomberg, Series 63, Asset Allocation
Education
Arizona State University 2005 — 2009
Bachelors of Science, Finance
Arizona State University - W. P. Carey School of Business 2005 — 2009
B.S., Finance
Grant Thornton LLP February 2014 - Present
Gevano LLC May 2008 - October 2014
A to Z wholesale October 2010 - June 2014
Northern Trust February 2012 - February 2014
Performance Trust Capital Partners April 2008 - January 2012
Protiviti May 2007 - April 2008
Sense Creative Int. January 2003 - January 2007
Skills
C#, Silverlight, XAML, Expression Blend, Visual Studio, WPF, HTML 5, ASP.NET, Agile Methodologies, LINQ, CSS, .NET, Software Development, Web Applications, HTML, User Experience, MVVM, Design Patterns, User Interface, User Interface Design, HTML5
Education
DePaul University 2008 — 2010
Master's degree, Master of IT Project Management
Jami'at Al-Ulum Al-Tatbiqiya 1998 — 2002
Bachelor of Science (BS), Computer Science
Cummins Inc. January 2014 - Present
Cummins Inc. September 2011 - January 2014
Northern Trust 2010 - 2011
HSBC 2007 - 2009
HSBC Finance 2005 - 2007
Volkswagen of America, Inc 2004 - 2005
Ford Motor Company 2003 - 2003
Ford Motor Company 2000 - 2003
Ford Motor Company 1999 - 2000
Ford Motor Company 1998 - 1999
Skills
Capital Markets, Securitization, Financial Analysis, Financial Reporting, Derivatives, Leasing, Essbase, Risk Management, Process Improvement, PeopleSoft, Budgeting, SAP, Six Sigma, Consolidation, Bloomberg, Cognos, Variance Analysis, Corporate Finance, Capital Budgeting, Financial Planning, Forecasting, MBS, ABS, Financial Modeling, Powerplay, Budget, Treasury Management, Financial Forecasting, Budgets, Sarbanes-Oxley Act, Analysis, Cash Flow, Portfolio Management, Strategic Financial..., Pricing, Strategy, Access, Financial Risk, Cross-functional Team..., Investment Banking, Hedging, Competitive Analysis, Credit Risk, Treasury, Banking, Cash Flow Forecasting, Restructuring, Business Planning, Cash Management, Managerial Finance
Education
University of Michigan 1999 — 2003
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
MBA, Finance and Corporate Strategy, 3.93/4.0
Central Michigan University 1994 — 1996
BS in BA, Finance
Орловский Государственный Университет (ОГУ) 1990 — 1993
Linguistics, English, German
Battelle February 2010 - July 2010
Duraflame, Inc October 2010 - 2010
City of Los Angeles July 2009 - October 2009
City of Raleigh February 2009 - July 2009
Discount Tire Company November 2006 - October 2008
John C. Lincoln Health Network April 1999 - November 2006
Northern Trust February 2003 - August 2003
MRP Systems Inc July 1998 - April 1999
Skills
Integration, Requirements Analysis, Business Analysis, Business Process
Education
Andhra University 1990 — 1994
BE, Civil Engineering
Federal Aviation Administration May 2010 - Present
Northern Trust June 2009 - May 2010
United Way of DuPage County June 2009 - May 2010
Northern Trust October 2006 - 2009
Resource Bank 2005 - 2006
Skills
Leadership, Financial Analysis, Strategic Planning, Public Speaking, Program Management, Risk Management, Team Building, Time Management, Event Planning, Management, Microsoft Office, Inventory Management, Sales, Fundraising, Operations Management, Budgets, CRM, Leadership Development, Teamwork, Training, Customer Service, Process Improvement, Microsoft Excel, Nonprofits, Microsoft Word
Education
Northern Illinois University 2006 — 2008
MBA, Finance
Northern Illinois University 2001 — 2006
BS, Business Management
Arizona State University - W. P. Carey School of Business 2004 — 2005
IBS, International Business Seminar
IntercontinentalExchange, Inc. - ICE Clear Credit November 2012 - Present
Northern Trust February 2007 - November 2012
JPMorgan Chase February 1999 - February 2007
Tata Consultancy Services June 1996 - July 1997
Skills
Program Management, Project Management, Risk Management, Vendor Management, Leadership, SDLC, Financial Services, Requirements Analysis
Education
Illinois Institute of Technology 1998 — 1999
MBA
Anna University 1992 — 1996
Bachelor of Engineering, Mechanical Engineering
U.S. Trust, Bank of America Private Wealth Management December 2013 - Present
Certified Fiduciary Services, Inc. December 2012 - December 2013
US Trust, Bank of America Private Wealth Management March 2008 - May 2011
Northern Trust May 2006 - August 2007
Merrill Lynch September 2003 - May 2006
Merrill Lynch Trust Company August 1998 - September 2003
Sole Practitioner January 1989 - January 1998
Skills
Wealth Management, Estate Planning, Asset Managment, Wealth Management..., Trust Services, High Net Worth..., Private Banking, Trusts
Education
Brigham Young University 1976 — 1979
Juris Doctor, Law
Arizona State University 1974 — 1976
Bachelor of Arts (B.A.), Psychology
Northern Trust January 2010 - Present
Northern Trust June 2007 - January 2010
GM Asset Management 2000 - 2007
Skills
Investments, Hedge Funds, Fund Of Funds, Investment Management, Asset Managment, Securities, Asset Management, Asset Allocation, Private Equity, Mutual Funds, Fixed Income, Equities, Capital Markets, Derivatives, Risk Management, Due Diligence, Portfolio Management, Investment Operations, Bloomberg, Compliance
Education
Wayne State University
MBA, Finance
Moscow Institute of Finance and Economics at Financial Academy under Government of Russian Federation
BS, Economics
Northern Trust Corporation March 2014 - Present
Northern Trust Corporation March 2012 - March 2014
Northern Trust November 2010 - March 2012
USG December 2007 - November 2010
USG October 2005 - December 2007
Parker Hannifin Corporation May 2003 - October 2005
IBM Corporation June 2000 - May 2003
America West Airlines 1998 - 1999
Skills
Project Management, Process Improvement, Cross-functional Team..., Coaching, Change Management, Analysis, Customer Service, Management, Procurement, Strategy, Supply Chain, Leadership, Purchasing, Strategic Planning, Supply Chain Management, Team Leadership, Vendor Management, SAP, Data Analysis, Logistics
Education
Roosevelt University 2005 — 2007
MBA, International
Arizona State University - W. P. Carey School of Business 1996 — 2000
B.S., Supply Chain Management
Palladiem August 2011 - Present
Lockwood Advisors, Inc. July 2009 - August 2011
Lockwood Capital Management, Inc June 2004 - July 2009
Lockwood Advisors, Inc. October 2002 - July 2004
Lockwood Financial Services, Inc May 1996 - October 2002
Smith Barney Consulting Group August 1989 - May 1996
Chase Manhattan Bank June 1985 - June 1989
Northern Trust June 1983 - June 1985
Skills
Investment Strategies, Alternative Investments, Portfolio Management, Asset Allocation, Wealth Management, Investment Advisory, Risk Management, Investments, Financial Services, Financial Advisory, Asset Management, Finance, Investment Management, Financial Risk, Mutual Funds, Hedge Funds, Institutional...
Education
Loyola University of Chicago - Graduate School of Business 1981 — 1983
mba, business
Arizona State University 1978 — 1980
bs, finance
Northern Trust July 2008 - Present
Education
Санкт-Петербургский Государственный Университет Аэрокосмического Приборостроения 1968 — 1974
MS in Computer Engineering
Northern Trust February 2008 - Present
Accenture October 2007 - February 2008
US Cellular June 2007 - October 2007
ABN AMRO June 2006 - June 2007
ABN AMRO February 2004 - June 2006
Software Technologies Group 2001 - 2002
Education
Don State Technical University 1995 — 1998
Ph.D, Mechanical Engineering
Southern Federal University (former Rostov State University) 1990 — 1995
Master, Physics & Electronics
Northern Trust January 2011 - 2012
HOOPP 2009 - 2011
Chicago Board Options Exchange (CBOE), Chicago, IL (consulting for Horizon Technologies) 2007 - 2008
CBOE 2007 - 2007
Northern Trust 2006 - 2007
ABN AMRO 2003 - 2006
Skills
Business Analysis, Data Modeling, SDLC, Data Warehousing, Requirements Gathering, Capital Markets, Equities, ETL, Requirements Analysis, Eagle PACE, Business Intelligence, Business Requirements, SQL, Oracle, Microsoft SQL Server, Databases, PL/SQL, SharePoint, Visio, Software Development, Database Design, Data Analysis, Fixed Income, Unix, T-SQL, Software Project...
Education
Anderson University 1988 — 1993
BNY Mellon November 2014 - Present
Career Education Corporation October 2009 - August 2013
GE Money August 2001 - August 2008
GE October 1999 - July 2001
Northern Trust December 1987 - December 1999
Skills
Six Sigma, Vendor Management, Business Analysis, Process Improvement, Quality Assurance, Business Process..., SDLC, Outsourcing, Process Engineering, Change Management, Cross-functional Team..., Business Intelligence, Projects, Offshoring, Project Management, Process Management, Call Centers, Cross Functional Team..., Troubleshooting, Visio, Management, Training, Program Management, Business Process, CRM, Leadership, Testing
Education
American InterContinental University 2011 — 2012
MBA, Management
DeVry University
Bachelor, Information Technology
Robert Morris University - Illinois
Bachelor, Accounting
Jump Trading, LLC September 2009 - Present
Northern Trust February 2008 - September 2009
Accenture Technology Solutions October 2007 - February 2008
U.S. Cellular June 2007 - October 2007
ABN AMRO June 2006 - June 2007
ABN AMRO March 2004 - June 2006
Skills
Enterprise Architecture, Agile Methodologies, QTP, Quality Assurance, Regression Testing, SDLC, Quality Center, Testing, Test Management, Test Planning, Software Quality..., SQL, Trading Systems, LoadRunner
Education
Don State Technical University 1995 — 1998
Ph.D
Southern Federal University (former Rostov State University) 1990 — 1995
Master
Northern Trust October 2008 - Present
CCCIS April 2006 - September 2008
ABN Amro Bank February 1999 - April 2006
Skills
Sybase, Oracle, Enterprise Architecture, Performance Tuning, Databases, Disaster Recovery, ETL, Requirements Analysis, Data Warehousing, Derivatives, Data Modeling, Microsoft SQL Server, Shell Scripting, SQL Tuning, PMP, High Availability
Education
Andhra University
M.E., Structures
Jawaharlal Nehru Technological University
B.Tech, Civil Engineering
Countryside Nursing & Rehab May 2012 - Present
Ardyss International - LaT Image Co. August 2009 - May 2012
Bank One November 1994 - September 2005
Northern Trust September 1980 - November 1994
Skills
Project Management,..., Entrepreneurship, Sales, Telecommunications, Customer Service, IT Management, Leadership, Management, Disaster Recovery, Integration, Team Building, Analysis, Marketing, Project Management, Strategy, Public Relations, Advertising, Marketing Communications, Small Business, Social Media, Team Leadership, Event Planning, Call Centers
Education
Anna Maria College 1981 — 1983
Northern Trust September 2010 - Present
Northern Trust February 2008 - September 2010
Wachovia Wealth Management 2005 - 2008
Skills
Wealth Management, Foundations, Financial Analysis, Project Management, Management, Sales & Marketing..., New Business Development, Alternative Investments, Asset Allocation, Financial Services, Investments, Mutual Funds, Asset Management, Business Development, Hedge Funds
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Nova Southeastern University 2003 — 2005
MBA, Finance
Boston University 2006 — 2008
Financial Planning and Services
Cannon Institute of Higher Learning 2008 — 2008
Trust School at Notre Dame
Northern Trust Corporation July 2015 - Present
Northern Trust December 2012 - June 2015
Hyde Park Bank April 2011 - December 2012
MB Financial Bank April 2010 - April 2011
New Century Bank December 2007 - April 2010
LaSalle Bank July 2007 - November 2007
LaSalle Bank September 2006 - July 2007
USG 2005 - 2005
Skills
Credit, Loans, Commercial Banking, Underwriting, Commercial Lending, Commercial Real Estate, Due Diligence, Banking, Credit Analysis, Portfolio Management, Financial Analysis, Risk Management, Credit Risk, Investments, Real Estate, Small Business Lending, Financial Modeling, Treasury Management, Financial Reporting, Real Estate Economics, Financial Risk, Structured Finance, Cash Flow
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Alabama Agricultural and Mechanical University 2002 — 2006
Bachelor of science, Finance
Morgan Park 1998 — 2002
Northern Trust October 2011 - Present
JPMorgan Chase April 2008 - October 2011
JPMorgan 2005 - April 2008
Hantz Financial 2003 - 2005
Skills
Financial Analysis, Risk Management, Investments, Customer Relations, Series 7, Series 63, Strategic Financial..., Bloomberg, Portfolio Management, Wealth Management, Banking, Financial Modeling, Trading, Equities, Fixed Income, Securities, Process Improvement, Business Analysis, Sales, Analysis, Asset Managment, Finance, Options, Customer Service, Financial Services
Education
Northwestern University - Kellogg School of Management 2008 — 2011
MBA, Finance and Financial Management Services
Albion College 1999 — 2003
Bachelor of Arts (B.A.), Business/Managerial Economics
Northern Trust Bank October 1985 - Present
Northern Trust 1985 - Present
Northern Trust Bank 1985 - 2008
Skills
Regulatory Capital, Basel II, Credit Risk, Global Custody, Operations Risk, Securities Lending, IT Solutions
Education
Kalikata Viswavidyalaya 1966 — 1972
Northern Trust Corporation Hedge Fund Services December 2014 - Present
Northern Trust May 2012 - December 2014
Citi May 2009 - May 2012
Merrill Lynch and Co., Inc. October 2007 - March 2009
Skills
Fixed Income, Credit Derivatives, Auditing, CDS, Derivatives, Financial Risk, Hedge Funds, Interest Rate..., Internal Audit, Product Control, Valuation, Treasury, Credit, CDO, FX Options, Bloomberg
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Accounting - Summa Cum Laude
Chuvash State University 2000 — 2005
Northern Trust January 2013 - Present
Northern Trust July 2008 - January 2013
United Airlines November 2007 - June 2008
Skills
Airlines, Aerospace, Systems Engineering, Enterprise Architecture, Integration, Requirements Analysis, SOA, Requirements Management, ESB, Solution Architecture, SDLC, Security Clearance, Project Management, EAI
Education
Санкт-Петербургский Государственный Университет Аэрокосмического Приборостроения
Master's degree, Computer Engineering
Western School of Science and Technology: CFA August 2014 - Present
ACYRAZ September 2012 - April 2014
Murphy School Distirct October 2011 - May 2012
Arizona State University August 2009 - June 2011
Arizona State University January 2008 - May 2011
West Valley Cancer Connections January 2010 - January 2011
http://cscaz.org/ December 2007 - January 2010
West Valley National Bank April 2007 - November 2007
Irwin Union Bank April 2004 - April 2007
Northern Trust 2000 - 2004
Skills
Non-profits, Budget, Management, Community Outreach, Public Speaking, Education, Program Facilitation, Community Development, Stewardship, Cross-functional Team..., Nonprofits, Program Development, SharePoint, Leadership, Philanthropy, Grant Writing, Policy Analysis, Team Building, Customer Service, Community Organizing, Volunteer Management, Banking, Grants, Program Evaluation, Staff Development, Coaching, Higher Education, Public Relations, Leadership Development, Program Management, Budgets, Strategy, Fundraising, Workshop Facilitation, Government, Annual Giving, Training, Organizational..., Board Development, Youth Development, Strategic Planning, Social Services, Community Engagement, Workforce Development, Policy, Proposal Writing, Public Policy, Donor Management, Grassroots Organizing, Capacity Building
Education
Arizona State University 2008 — 2011
Bachelors, Nonprofit Leadership & Managment
Estrella Mountain Community College 2013 — 2014
Certificate in Desk Top Publishing, Adobe Suite, Photoshop CS6, Illustrator CS6, InDesign CS6, Bridge C6
Rio Salado 2011 — 2013
Post - Baccalaureate, Early Childhood Education - K thru 3rd grade
Estrella Community College 1998 — 2002
AAS, Organizational Leadership
Grand Canyon University 2015 — 2017
Master’s Degree, Special Education and Teaching
TIAA-CREF February 2011 - Present
T. Rowe Price October 2009 - November 2010
Deutsche Asset Management November 2007 - May 2009
Northern Trust June 2007 - October 2007
Deutsche Asset Management November 2005 - May 2007
Eagle Investment Systems June 1999 - October 2005
Skills
Data Warehousing, Supervisory Experience, Software Development, Software Project..., Solution Architecture, SDLC
Education
Nagarjuna University
Bachelor of Technology (B.Tech.)
Other
Phoenix, Az April 2013 - Present
Nationwide Retirement Solutions February 2007 - April 2013
Northern Trust February 2004 - February 2006
M&I Bank 2004 - 2005
JPMorgan Chase 1979 - 2004
Bank One 1995 - 2001
Education
Arizona State University 1981 — 1983
Master of Education (M.Ed.)
JPMorgan Chase 2008 - 2012
Northern Trust 2007 - 2008
Mitsui Life Financial Research Center at the University of Michigan 2006 - 2007
Education
American Public University System 2009 — 2010
Certificate, Real Estate Management
University of Michigan 2005 — 2007
Master of Science in Engineering, Financial Engineering
Slippery Rock University of Pennsylvania 2001 — 2004
Bachelor of Science in Business Administration, Finance & Mathematics
Alaska Pacific University 2000 — 2001
GLAA
Freeborn & Peters LLP June 2005 - December 2006
Winston & Strawn LLP September 2001 - May 2005
Northern Trust August 1996 - June 1998
Education
Northwestern University School of Law 1998 — 2001
JD, Law
DePaul University 1996 — 1998
BA, English
American University 1992 — 1993
Political Science and English
Seyfarth Shaw LLP January 2014 - Present
NewComm Technologies January 1999 - Present
MED3000 August 2010 - January 2014
Newedge USA, LLC November 2008 - November 2009
Newedge USA, LLC January 2007 - November 2008
GMAC Global Relocation Services October 2006 - December 2006
Northern Trust October 2005 - November 2006
Bell, Boyd & Lloyd May 2005 - October 2005
Mayer Brown 2000 - 2005
Skills
Leadership, Active Directory, Troubleshooting, Disaster Recovery, ITIL, Windows Server, Project Management, Business Analysis, Vendor Management, Security, Organization &..., IT Operations, Data Center, Business Continuity, Microsoft Exchange, IT Service Management, IT Management, Virtualization, IT Strategy, Blackberry Enterprise..., Help Desk Support, System Administration, Windows, Citrix, Technical Support, Change Management, Windows 7, Servers, XP, Process Improvement, Information Technology, System Deployment, Program Management, Team Leadership, Business Process..., Computer Hardware, Infrastructure, Networking, Hardware, DNS, Software Installation, Windows XP
Education
American InterContinental University 2003 — 2005
CIS, Computer Information Services
Ivy Tech Community College 1999 — 2000
Bachelor of Arts (BA), Computer Information Systems
Citco Canada Inc February 2013 - July 2013
Northern Trust July 2008 - May 2012
Lehman Brothers Services (I) P Ltd May 2006 - June 2008
AXA Business Services August 2004 - May 2006
JPMorgan Chase February 2004 - August 2004
HSBC Bank October 2002 - January 2004
Integrated Databases India Limited January 2000 - June 2001
Skills
Equities, Fixed Income, MIS, Securities, Derivatives, Process Improvement, Leadership, Banking, Back Office, Financial Services, Capital Markets, Hedge Funds, Portfolio Management, Bloomberg, Options, Operational Risk, AML, FX Options, Internal Audit, Alternative Investments, Microsoft Project, Visio, Management
Education
Centennial College School of Business 2014 — 2015
Graduate Certificate, Project Management
University of Mumbai 1996 — 1999
Bachelor of Commerce, Accountancy, Taxation and Economics
Hexaware Technologies November 2006 - Present
Northern Trust 2008 - 2012
Navisite November 2005 - November 2006
netcustomer 2001 - 2005
Education
Amity Business School 2004 — 2006
MBA, IT
Karnataka Sangha Higher Secondary School
Madras Christian College
Slick Enterprises Inc. November 2012 - Present
Northern Trust March 2011 - November 2012
J.I. Kislak Inc August 2005 - March 2011
Neuberger Berman December 1996 - July 2005
Skills
Investments, Asset Management, Portfolio Management, High Net Worth..., Asset Allocation, Wealth Management, Investment Strategies, Investment Advisory, Equities, Fixed Income, Private Equity, Alternative Investments, Hedge Funds, Investment Management, Mutual Funds
Education
Pace University - Lubin School of Business 2001 — 2004
M.B.A., Investment Management
Allegheny College 1992 — 1996
B.A., Economics
Northern Trust August 2012 - Present
Northern Trust Bank 1989 - April 2012
Alpha Title Company 1985 - 1989
Great Barrington Savings Bank 1980 - 1984
Skills
Training & Development, Internal Audit, Compliance, Self Starter, Team Leadership, Organizing, Critical Thinking, Client Services, Process Improvement, Financial Services, Employee Training, Securities, Risk Management
Education
University at Albany, SUNY 1976 — 1977
Spanish
American International College 1974 — 1976
Spanish/Poli Sci
Wells Fargo April 2008 - Present
Northern Trust 2005 - 2008
City National Bank March 2002 - 2005
Skills
Certified Financial..., Wealth Management, Wealth Management..., Investment Advisory, Asset Allocation, High Net Worth..., Series 7, Investment Management, Estate Planning, Investments, Investment Strategies, Retirement Planning, Alternative Investments, Retirement, Separately Managed..., Asset Management, Estate Tax Planning, Series 63, Mutual Funds, 401k, IRAs, Commercial Lending, Credit, Financial Advisory, Wealth, Series 65, Asset Managment, Portfolio Management, Loans, Fixed Annuities, Equities, Personal Financial..., 529 Plans, Private Banking, Retirement Plan..., Hedge Funds, Trust Services, Securities, ETFs, Series 6, Financial Planners, Strategic Financial..., Financial Services, Fixed Income, Finance, Mortgage Lending, Relationship Management, Small Business Lending, Long Term Care Insurance, Securities Lending
Education
Arizona State University 1978 — 1987
BA
University of Arizona 1977 — 1977
Scottsdale HIgh School
Northern Trust July 2011 - Present
Marketing Analytics INC 2010 - July 2011
Department of Stateistics, Purdue University January 2007 - January 2010
Education
Purdue University 2004 — 2006
M.Sc, Statistics
Mittuniversitetet
Ph.D., Electrical Engineering
Xi'an Jiaotong University
M.Sc., Electrical Engineering
Northern Trust January 2012 - Present
JP Morgan Chase May 2007 - December 2011
Bear Stearns 2007 - 2008
Polaris Software Lab April 2003 - May 2007
Citicorp Overseas Software Limited February 2001 - April 2003
Skills
SDLC, Risk Management, Program Management, Financial Services, Change Management, Fixed Income, Global Delivery, Management, Project Management, Project Planning, Quality Assurance, Software Project..., Testing, Agile Methodologies, Consulting, Banking
Education
Andhra University 1994 — 1998
BE, Mechanical
IMPAC Companies August 2009 - October 2014
Airware, LLC June 2011 - February 2012
Marcus & Millichap March 2006 - August 2008
Northern Trust March 2005 - March 2006
Desert Schools Federal Credit Union May 2003 - December 2004
Arizona State University August 2000 - May 2004
Gap Inc./Old Navy May 1999 - August 1999
Skills
Microsoft Office Suite, SBO2000 - servicing..., WASP - inventory control, Adobe Creative Suite, Financial Modeling, Data Mining, Loan Servicing, Management, Project Management, Investments, Portfolio Management, Start-ups, Sales, Financial Analysis
Education
International University of Monaco 2008 — 2009
Master of Business Administration (MBA)
Arizona State University 1999 — 2004
Bachelor of Science (BS), Finance
Federal Reserve Bank of Chicago November 2013 - Present
Solstice Mobile April 2013 - October 2013
Federal Reserve Bank of Chicago March 2012 - March 2013
Northern Trust December 2010 - February 2012
Hidef Tech October 2006 - November 2010
TCS 2000 - 2006
Tata Consultancy Services 2000 - 2006
Skills
Java Enterprise Edition, SOA, Weblogic, Agile Methodologies, SQL, SDLC, Web Services, Java
Education
Andhra University 1997 — 2001
B. Tech, Computer Science Engineering
Northern Trust March 2000 - Present
Education
American InterContinental University 2003 — 2004
Business Administration, Business Administration and Management, General
Coastal Elements Development 2012 - Present
K Domain Inc 1995 - Present
Eastman Kodak 1993 - 1996
Northern Trust 1990 - 1993
Skills
Negotiation, Investments, New Business Development, Real Estate, Marketing, Entrepreneurship, Start-ups, Marketing Strategy, Business Planning, Advertising, Business Development, Small Business
Education
Arizona State University 1985 — 1990
Business
Northern Trust November 1994 - Present
Caliber Bank April 1990 - November 1994
Skills
Training, Change Management, Private Banking, Operations Management, Procedure Development, ACH, Quality Center, Business Process
Education
Mesa Community College 1987 — 1989
Business Administration and Management, General
Arizona State University 1983 — 1985
Architecture, Business
General Board of Pension and Health Benefits 2001 - 2008
Brinson Partners/ UBS Global Asset Management 1997 - 2001
Northern Trust 1994 - 1997
Education
University of South Carolina - Darla Moore School of Business 1990 — 1992
MIBS, International Business
Auburn University 1986 — 1990
BA, Spanish, Economics
Northern Trust Corporation December 2013 - Present
Northern Trust August 2010 - December 2013
Northern Trust April 2008 - July 2010
Northern Trust October 2006 - March 2008
Skills
Corporate Finance, Financial Reporting, Financial Modeling, Valuation, Financial Analysis
Education
The University of Chicago - Booth School of Business 2008 — 2011
MBA, Finance, Accounting
University of Illinois at Chicago 2005 — 2006
Bachelors, Finance
Belaruskaja Dzjaržaunaja Sel'skagaspadarèaja Akademija 1996 — 2000
Bachelors, International Economics
Instant Technology December 2013 - Present
TWG and Grainger July 2011 - September 2013
PSC Group, LLC September 2010 - July 2011
Northern Trust August 2009 - September 2010
CNA Insurance April 2006 - August 2009
CNA December 2001 - August 2009
I-SUN-INC May 1996 - December 2001
Planet Group, Inc. May 1996 - September 1997
Ametek May 1994 - April 1996
Skills
Microsoft SQL Server, Business Analysis, SDLC, Solution Architecture, Agile Methodologies, XML, Java, Java Enterprise Edition, Requirements Analysis, Enterprise Architecture, Software Development, Enterprise Software, Websphere, Web Services, Apache, Web Applications, Architecture, Architectures, Data Modeling, Requirements Gathering, SOA, XSLT, JDBC, Application Architecture, Integration, Oracle
Education
University of Illinois Springfield 1991 — 1993
Master, Computer Science
Henan University of Science and Technology 1985 — 1989
Bachelor, Electrical Engineering with Computer Engineering Concentration
Pursuant July 2013 - Present
Fiesta Bowl March 2009 - March 2014
Arizona State University Athletics April 2011 - June 2013
Northern Trust February 2010 - April 2011
Arizona Quest for Kids May 2007 - November 2010
Northern Trust October 2008 - February 2010
Skills
Fundraising, Event Planning, Nonprofits, Event Management, Public Speaking, Public Relations, Social Media, Volunteer Management, Community Outreach, Sponsorship, Strategic Planning, Sports Marketing, Community Development, Investments, Leadership, Media Relations, Social Networking, Sports Management
Education
Arizona State University 2007 — 2009
MNpS, Nonprofit Studies
Arizona State University 2004 — 2007
BA, Business & Psychology
Northern Trust June 2007 - Present
Mellon Financial 2003 - 2006
Kayne Anderson Rudnick 2000 - 2003
NWQ Investment Mangaement 1998 - 2000
Skills
Asset Allocation, Alternative Investments, Mutual Funds, Fixed Income, Asset Management, Financial Modeling, Investments, Portfolio Management, Wealth Management
Education
University of Southern California - Marshall School of Business 2005 — 2007
MBA
University of Manchester - Manchester Business School 2006 — 2006
Boston College 1994 — 1998
BA, Psychology and Communications
Keller Williams Legacy one VP and Trust AdministratorCedar Rapids Bank & TrustApril 2007 - November 2009
Northern Trust April 1988 - December 2006
Education
Arizona State University 1965 — 1969
Bachelor of Music, Music Education
Noridian Mutual Insurance July 2014 - Present
Malt-O-Meal October 2009 - 2013
Schwan Foods 2007 - 2009
Northern Trust 1998 - 2007
Principal Financial Group 1994 - 1998
Skills
Performance Management, Sales Compensation, Market Analysis, Deferred Compensation, Executive Pay, Incentive Programs, Policy, Benefits Administration, Job Evaluation, HRIS, Succession Planning, Workforce Planning, Management, Leadership
Education
Adrian College
BA, Political Science, Economics
Central Michigan University
MA, Business Admin
PwC July 2013 - Present
PwC August 2010 - June 2013
Arizona State University August 2009 - May 2010
AJ's Fine Foods June 2003 - February 2010
Northern Trust May 2007 - May 2009
Skills
Accounting, Auditing, Internal Audit, Financial Reporting, Financial Analysis, SOX 404, Internal Controls, US GAAP, GAAP, Assurance
Education
Arizona State University - W. P. Carey School of Business 2009 — 2010
Master's, Accountancy
Arizona State University, W. P. Carey School of Business 2005 — 2010
Bachelor of Science, Accountancy
Arizona State University, W. P. Carey School of Business 2005 — 2009
Bachelor of Science, Finance
American Consignment Company September 2012 - Present
Silicon Valley Bank January 2010 - August 2012
BlackRock September 2009 - January 2010
Northern Trust June 2008 - October 2008
Channel Capital Advisors LLP January 2007 - October 2007
Merrill Lynch Investment Managers 2002 - 2006
Standard Chartered Bank 2001 - 2002
Merrill Lynch Investment Managers 2000 - 2001
UBS Warburg Dillon Read 1997 - 2000
Barclays Capital 1996 - 1997
Skills
Business Analysis, Requirements Analysis, Business Process, Strategy, Systems Analysis, Project Management, Project Planning, Software Documentation, Management
Education
Arizona State University - W. P. Carey School of Business 2004 — 2006
Masters, MBA
University of Nottingham 1989 — 1992
Bachelors, Computer Science
Humber College September 2011 - Present
Mohawk College September 2007 - February 2012
Horizon Utilities September 2008 - January 2010
Northern Trust March 2007 - August 2008
TD Waterhouse February 2004 - September 2006
UBS April 2001 - August 2003
Education
Lake Superior State University 1992 — 1994
MBA, Business Administration
Algoma University 1983 — 1987
B.A., Accounting
LWCA January 2007 - Present
Jason D. Farnsworth, PLLC 2006 - Present
Northern Trust January 2001 - March 2006
Wells Fargo Bank December 1992 - January 2001
Skills
Estate Planning, Estate Tax Planning, High Net Worth..., Trusts, Accounting, Financial Analysis, Securities, Mutual Funds, Wealth Management, Financial Reporting, Wealth, Financial Planners, Tax, Financial Services, CPA, Banking, Investment Advisory, Strategic Financial..., 401k, Small Business, Investments, Asset Management, Retirement Planning, Tax Accounting, Alternative Investments, Insurance, Asset Allocation, Retirement, Partnership Taxation, Finance, Credit, Business Valuation, Forensic Accounting, Cash Management, Portfolio Management, Asset Protection, Estate Administration, Tax Law, Tax Returns, Executive Management, Mergers & Acquisitions, Tax Preparation, Due Diligence, Financial Modeling, Auditing, Wills, LLC, Commercial Lending, Managerial Finance, Loans
Education
University of Notre Dame
Executive Certificate in Leadership and Management
Arizona State University, W. P. Carey School of Business
B.S and MBA, Accounting
BYU-Idaho
Accounting
Lexmark International Inc October 2013 - Present
Credit Suisse August 2010 - February 2013
Cognizant Technology Solutions November 2005 - February 2013
Northern Trust August 2008 - July 2010
Northern Trust May 2007 - July 2008
CompuCredit June 2006 - March 2007
3M Health Information Systems November 2005 - April 2006
Skills
Data Warehousing, Business Objects, Teradata, ETL, Informatica, Data Warehouse..., Data Modeling, Web Intelligence, Dimensional Modeling, Business Intelligence, Crystal Reports, DB2, Cognos, SQL, Oracle, PL/SQL, Unix, SSIS, SSRS, Business Analysis, Requirements Analysis, Requirements Gathering, Databases
Education
Anna University 2001 — 2005
Bachelor of Engineering(B.E.), Electrical and Electronics Engineering
Anna University 2001 — 2005
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
RBC Capital Markets May 2014 - Present
Goldman Sachs July 2012 - April 2014
Northern Trust September 2007 - August 2010
United States Marine Corps April 2002 - April 2004
Skills
Financial Modeling, Valuation, Portfolio Management, Wombat, Asset Allocation, Investment Banking, Wealth Management, Equities, Fixed Income, Hedge Funds, Capital Markets, Equity Research, Corporate Finance, Private Equity, Due Diligence
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Economics, International Business, and Accounting
Arizona State University, W. P. Carey School of Business 2004 — 2008
Bachelor of Science (BS), Finance, General
Xerox March 2011 - Present
Strategic Benefits Advisors, Inc. March 2004 - December 2009
Northern Trust 2001 - 2003
Education
Agnes Scott College
Bachelor of Arts (B.A.), Mathematics
Chipley High School
The Biltmore Bank of Arizona 2009 - Present
Northern Trust April 2008 - November 2010
M & I Bank December 2002 - March 2008
Northern Trust January 1998 - November 2002
First Interstate Bank September 1984 - January 1998
Skills
Business Networking, Bank Secrecy Act, Sales, Business Relationship..., Customer Service, Banking, Investments, Private Banking, Loans, Small Business Lending, Commercial Lending, Consumer Lending, Financial Analysis, Credit, Commercial Banking, Credit Analysis
Education
Arizona State University
BS, Human Resource Management
Chapman University
MA Curriculum Instruction and Design, Education/Training and Development
Northern Trust July 2011 - Present
Royal Bank of Scotland September 2002 - March 2010
ROYAL BANK OF SCOTLAND (formerly ABN AMRO Bank September 2002 - March 2010
MB Financial Bank NA July 2001 - September 2002
Romanian Commercial Bank September 1994 - February 2001
Skills
Accounting, Auditing, Banking, Corporate Finance, Credit, Finance, Risk Management, Management
Education
Harper College 2006 — 2008
Accounting, 30 credit hours in accounting req'd by IL Board of Examiners
Harper College 2006 — 2008
A.S.E; Master's Degree; of Accountancy, Business Administration; Economics
1989 — 1994
Master in Business Administration, Finance
Illinois Board of Accountancy
CPA, Accounting
Northern Trust June 2002 - Present
Education
Arizona State University 1972 — 1974
none, Business Administration and Management, General
Northern Trust October 2013 - Present
G-51 Capital Management LLC August 2012 - September 2013
Liberty Mutual Insurance May 2012 - August 2012
Rizal Commercial Banking Corporation November 2008 - June 2011
Citibank Philippines June 2004 - June 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Data Analysis, Finance, Business Strategy, Business Analysis, Project Management, Strategic Planning, Process Improvement, Venture Capital, Fixed Income, Investments, Financial Services, Social Networking
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2013
MBA & MSF Graduate (May 2013)
Polo 1996 — 2012
Various Tournaments (Philippines, Argentina, Australia, and United States), Manila Polo Club (Don Enrique Zobel), Lobos Polo Club, Scone Polo Club, Santa Barbara Polo Club
Manila Golf and Country Club 2004 — 2012
Golden Tee Overall Net Individual Champion 2011 and Division II Team Champion 2011
Ateneo de Manila University 2000 — 2004
Bachelor of Science (BS), Management
Ateneo de Manila University 1998 — 2004
Varsity Tennis Team (High School and College), Rookie of the Year 2001/UAAP Team Champion 2001
Philippine Badminton Association 1990 — 1995
National Youth Training Pool/Singles National Champion (1991-1994)
Northern Trust February 2012 - Present
Goldman Sachs March 1994 - January 2012
Deloitte January 1988 - March 1994
Skills
Financial Analysis, Capital Markets, Investment Banking, Equities, Financial Modeling, Corporate Finance, Hedge Funds, Valuation, Due Diligence, Financial Reporting, Financial Services, Private Equity, Fixed Income, Derivatives, Alternative Investments, Asset Management, Auditing
Education
Aquinas College
BSBA, Accounting, Business
New York University, Stern School of Business
MBA, Finance, International Business
Northern Trust October 2013 - Present
Skills
Portfolio Management, Alternative Investments, Fixed Income, Asset Management, Investment Policy, Microsoft Office, Budgets, Asset Allocation, ETFs, Forecasting, Equities, Bloomberg, Derivatives, Strategic Financial..., Banking, Marketing, Equity Research, Performance Attribution, Trading Systems, Strategy, Mutual Funds, Investments, Investment Strategies, Wealth Management, Microsoft Excel, Strategic Planning, Project Management, Management, Risk Management, Program Management, Capital Markets, Hedge Funds, Competitive Analysis, Investment Management, Financial Reporting, Securities, Financial Analysis, Process Improvement, Investment Advisory, Customer Service, Leadership, Wealth Management..., Trading
Education
Albion College 1994 — 1997
Bachelor of Arts (B.A.), Economics and Management
Academy of the Sacred Heart 1990 — 1993
High School Diploma
Northern Trust September 2012 - Present
J.P. Morgan June 2010 - September 2012
U.S. Trust, Bank of America November 2006 - June 2010
U.S. Trust, Bank of America July 2003 - October 2006
Arvest Asset Management July 1996 - May 2003
Skills
Estate Planning, Financial Planning, Asset Management, Investments, Tax, Leadership, Business Networking, Coaching, Sales Management, Asset Allocation, Banking, Finance, Financial Analysis, Financial Services, High Net Worth..., Management, Portfolio Management, Strategic Financial...
Education
American Bankers Association 2004 — 2006
Trust Graduate School, Certified Trust Financial Advisor (CTFA)
Cannon Financial Institute 1998 — 1999
Trust and Investment
Arkansas Tech University 1991 — 1995
B.A., History and Political Science
Northern Trust 2013 - Present
Independent 2013 - 2013
State Street 1993 - 2012
Education
Assumption College 1987 — 1991
Bachelor of Arts, Management
Horizon Technology Partners August 2012 - March 2013
Northern Trust February 1997 - March 2012
Commercial Services January 1992 - August 1997
Local 786 Retirement & Welfare Funds August 1984 - June 1992
Skills
SharePoint, Software Documentation, Project Management, Analysis, SDLC, Account Reconciliation, Data Analysis, Social Networking, Monarch, SQL, Pivot Tables, Lotus Notes, TLM, Metrics, 10 Key, Dreamweaver, Daz Studio, CSS, Management, Microsoft Office, Pegasystems PRPC, Vector Reconcile, MS Office Suite, Problem Solving, Pega, Reconciliation, Photoshop, Captivate, HTML, WebEx, TeamViewer, Creative Solutions, Creativity Skills
Education
University of Phoenix 2012 — 2015
Bachelor's degree Information Technology, Multimedia, Communications & Web Development, 3.98 GPA
Argosy University Chicago 2007 — 2007
General Marketing, 4.0
American InterContinental University 2004 — 2005
Associates, Business Administration (Marketing, Business Law, Communication), 4.0
City Colleges of Chicago-Wilbur Wright College 1992 — 1992
Psychology
Arizona Tech 1982 — 1983
Certificate Program, Computer Programming, System Analysis, 3.85
Arizona Western College 1980 — 1981
General Education, English Lit, Chemistry, Ancient Civilizations, Computer Sciences
Randstad March 2012 - Present
Northern Trust December 2003 - January 2012
Skills
Accounts Payable, Administration, Banking, Credit, Customer Service, Event Planning, Finance, Financial Services, Insurance, Leadership, Loans, Microsoft Excel, Microsoft Word, Mortgage Lending, Outlook, Policy, Portfolio Management, PowerPoint, Real Estate, Sales, Software Documentation, Team Building, Training, Wealth Management
Education
Arizona School of Real Estate and Business
Arizona Salesperson Real Estate License
Arizona State University
Business Administration and Management, General
Hazelwood Central Senior High
College Preparatory Curriculum
Scottsdale Community College
Computer Systems Engineering
HSBC December 2014 - Present
HSBC August 2001 - Present
FrontRange Solutions September 1998 - August 2001
Northern Trust July 1994 - September 1998
Skills
18 years of experience..., Leadership, Communication, Problem Solving, System Development, System Deployment, Process Improvement, Strategic Planning, Project Management, Program Management, Quality Assurance, Product Management, International Travel, Relationship Management, Highly motivated..., Offshore Outsourcing, Quality Management, Service Level Agreements, Service Level Management, Knowledge Management, E-commerce, IT Strategy, Banking, Business Analysis, Project Portfolio..., IT Management
Education
Augustana College 1990 — 1994
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Northern Trust August 2012 - Present
Wilmington Trust January 2011 - August 2012
Charles Schwab July 2010 - January 2011
Skills
Microsoft Office, Microsoft Word, Financial Services
Education
Arizona State University 2006 — 2010
Bachelor of Science (B.S.), Business/Corporate Communications
Morgan Stanley January 2015 - Present
Northern Trust November 2012 - January 2015
BNY Mellon January 2012 - October 2012
BNY Mellon March 2011 - January 2012
BNY Mellon March 2010 - February 2011
British Telecommunication November 2009 - February 2010
Tech Mahindra October 2006 - November 2009
Skills
COBOL,CICS,DB2,JCL,VSAM,...
Education
Anna University 2002 — 2006
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering, First Class
Anna University
Bachelor of Engineering, Electronic and communications
Northern Trust February 2008 - Present
USAA May 2005 - December 2007
Skills
Core Java, J2EE Application..., Spring Framework, Hibernate, Struts, HTML, CSS, jQuery, Java Script, Apache axis 2, WSAD, JSP, IBM RAD, SDLC, Weblogic, Servlets, JDBC, Requirements Analysis, Microsoft SQL Server, SQL, Unix Shell Scripting, Requirements Gathering, Business Analysis, Oracle, PL/SQL, DB2, Software Project..., Unix, Summit FT, OTC, Derivatives, Interest Rate Swaps, Equities, Credit Derivatives, Swaptions, FX Options, CCP, Web Services
Education
SRM Arts and Science College 2001 — 2003
Master of Science (MS), Information Technology, A
Nagarjuna University 1998 — 2001
Bachelor's degree, Bachelor of Computer Applications, A
Semper International September 2012 - Present
DHL November 2011 - August 2012
Northern Trust August 2004 - April 2009
Skills
Computer Hardware, Direct Sales, PowerPoint, Databases, Mentoring
Education
ITT Technical Institute-Indianapolis 2012 — 2014
Associate's degree, Information Technology
ITT Technical Institute-Oak Brook 2012 — 2014
Associate's degree, Computer Systems Networking and Telecommunications
The College of Office Technology 2000 — 2001
Diploma Program, Computer Systems Networking and Telecommunications
StateTrust November 2011 - Present
StateTrust July 2011 - November 2011
Northern Trust March 2006 - July 2011
Northern Trust September 2004 - March 2006
Northern Trust March 2001 - September 2004
Hamilton Bank November 2000 - March 2001
Hamilton Bank May 2000 - November 2000
EP PETROECUADOR 1990 - 1999
Skills
Off-Shore Corporations..., Trust Services, Service Management, Investment Banking, Organization, Cleaning, Human Resources, Securities, Wealth Management, Alternative Investments, Investments, Bloomberg, FINRA, Finance, Fixed Income, Strategic Financial..., Wealth Management...
Education
Universidad Tecnológica Equinoccial 1989 — 1993
Bachelor's degree, Human Resources Management/Personnel Administration, General, 3.2