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
Employee
Years
Job
Industry
Amy Decombaz Amy Decombaz's Northern Trust Experience September 2009 - July 2015
Job Senior Client Relationship Executive | Financial Services | Asset Servicing | Asset Management
Industry Financial Services
Experience
Currently Seeking New Opportunities August 2015 - Present
Northern Trust September 2009 - July 2015
Northern Trust Corporation 2008 - 2009
Northern Trust Corporation 2004 - 2008
Northern Trust Corporation 1996 - 2006
Northern Trust Corporation 1995 - 1996
Northern Trust Corporation 1991 - 1995
Skills
Business Development, CRM, Financial Services, Fixed Income, Equities, Management, Portfolio Management, Relationship Management, Risk Management, Strategy, Derivatives, Banking, Securities
Education
DePauw University 1985 — 1989
BA, Economics / French
Currently Seeking New Opportunities August 2015 - Present
Northern Trust September 2009 - July 2015
Northern Trust Corporation 2008 - 2009
Northern Trust Corporation 2004 - 2008
Northern Trust Corporation 1996 - 2006
Northern Trust Corporation 1995 - 1996
Northern Trust Corporation 1991 - 1995
Skills
Business Development, CRM, Financial Services, Fixed Income, Equities, Management, Portfolio Management, Relationship Management, Risk Management, Strategy, Derivatives, Banking, Securities
Education
DePauw University 1985 — 1989
BA, Economics / French
Daniel Awe Daniel Awe's Northern Trust Experience June 1996 - Present
Job Trading Strategist
Industry Financial Services
Experience
Northern Trust June 1996 - Present
Skills
Fixed Income, Securities Lending, Equities, Bloomberg, Securities, Derivatives, Series 7, Hedge Funds, Capital Markets, Trading, Bonds, Prime Brokerage
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Northern Trust June 1996 - Present
Skills
Fixed Income, Securities Lending, Equities, Bloomberg, Securities, Derivatives, Series 7, Hedge Funds, Capital Markets, Trading, Bonds, Prime Brokerage
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
James Hotchkiss James Hotchkiss's Northern Trust Experience September 1998 - Present
Job Trust Administrator at Northern Trust
Industry Financial Services
Experience
Northern Trust September 1998 - Present
American National Bank & Trust Company April 1988 - September 1998
Skills
Trust Services, Trust Management, High Net Worth..., Corporate Trust, Trusts, Wealth Management, Estate Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (M.B.A.), Finance, General & Entrepreneurship
Illinois State University
Economics
Northern Trust September 1998 - Present
American National Bank & Trust Company April 1988 - September 1998
Skills
Trust Services, Trust Management, High Net Worth..., Corporate Trust, Trusts, Wealth Management, Estate Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (M.B.A.), Finance, General & Entrepreneurship
Illinois State University
Economics
Andrew Finks, CFA Andrew Finks, CFA's Northern Trust Experience November 2012 - June 2013
Job Investment Officer at COUNTRY Financial®
Industry Financial Services
Experience
COUNTRY Financial® July 2013 - Present
Northern Trust November 2012 - June 2013
Northern Trust June 2011 - November 2012
Northern Trust August 2009 - May 2011
Northern Trust August 2007 - August 2009
Caterpillar January 2005 - August 2007
Caterpillar Investment Management Ltd. 2005 - 2006
Skills
Investments, Portfolio Management, Wealth Management, Investment Strategies, Asset Management, Asset Allocation, Equities, Securities, Equity Research, Mutual Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2013
MBA, Finance
Illinois State University 2000 — 2004
BS, Finance
CFA Institute
CFA Charterholder
NCHS
COUNTRY Financial® July 2013 - Present
Northern Trust November 2012 - June 2013
Northern Trust June 2011 - November 2012
Northern Trust August 2009 - May 2011
Northern Trust August 2007 - August 2009
Caterpillar January 2005 - August 2007
Caterpillar Investment Management Ltd. 2005 - 2006
Skills
Investments, Portfolio Management, Wealth Management, Investment Strategies, Asset Management, Asset Allocation, Equities, Securities, Equity Research, Mutual Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2013
MBA, Finance
Illinois State University 2000 — 2004
BS, Finance
CFA Institute
CFA Charterholder
NCHS
Peter Lambesis Peter Lambesis's Northern Trust Experience January 2000 - May 2004
Job Vice President Private Bank at TriState Capital
Industry Banking
Experience
TriState Capital Bank April 2014 - Present
1st Equity Bank April 2006 - April 2014
Vista360 January 2005 - April 2006
Northern Trust January 2000 - May 2004
Standard & Poor's March 1995 - January 2000
Federal Home Loan Bank of Chicago October 1985 - February 1995
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Business Finance
St. Norbert College
BA, Business Administration
Fenwick High School
TriState Capital Bank April 2014 - Present
1st Equity Bank April 2006 - April 2014
Vista360 January 2005 - April 2006
Northern Trust January 2000 - May 2004
Standard & Poor's March 1995 - January 2000
Federal Home Loan Bank of Chicago October 1985 - February 1995
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Business Finance
St. Norbert College
BA, Business Administration
Fenwick High School
Bernard Winans's Northern Trust Experience August 1980 - April 2003
Job
Industry Banking
Experience
California Bank & Trust July 2008 - Present
Non-Financial Sector September 2003 - July 2008
Northern Trust August 1980 - April 2003
Skills
Commercial Banking, Portfolio Management, Loans, Banking, Commercial Lending, Credit, Financial Analysis, Cash Management, Small Business Lending, Credit Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1984 — 1986
MBA, Business / Economics
Wittenberg University 1976 — 1980
BA, Finance
California Bank & Trust July 2008 - Present
Non-Financial Sector September 2003 - July 2008
Northern Trust August 1980 - April 2003
Skills
Commercial Banking, Portfolio Management, Loans, Banking, Commercial Lending, Credit, Financial Analysis, Cash Management, Small Business Lending, Credit Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1984 — 1986
MBA, Business / Economics
Wittenberg University 1976 — 1980
BA, Finance
Jesse Furmanek's Northern Trust Experience April 2010 - May 2011
Job Associate Product Manager at Northern Trust Asset Management
Industry Financial Services
Experience
Codecademy August 2015 - Present
Northern Trust Asset Management January 2013 - Present
Northern Trust Company May 2011 - December 2012
Northern Trust April 2010 - May 2011
Northern Trust May 2008 - April 2010
Chicago Board of Trade December 2006 - June 2007
Skills
Bloomberg, Fixed Income, Equities, Corporate Actions, ETFs, Securities, Global Investment..., Middle Office, Asset Managment, Portfolio Management, Management, Investments, Investment Management, Project Management, Financial Services, Derivatives, Python, HTML, CSS
Education
DePaul University College of Law 2010 — 2014
J.D., Law
Illinois Wesleyan University 2005 — 2008
B.A., Economics, Business
The University of Queensland 2007 — 2007
United States Military Academy at West Point 2004 — 2004
Codecademy Labs: Offline
Computer Programming
Codecademy August 2015 - Present
Northern Trust Asset Management January 2013 - Present
Northern Trust Company May 2011 - December 2012
Northern Trust April 2010 - May 2011
Northern Trust May 2008 - April 2010
Chicago Board of Trade December 2006 - June 2007
Skills
Bloomberg, Fixed Income, Equities, Corporate Actions, ETFs, Securities, Global Investment..., Middle Office, Asset Managment, Portfolio Management, Management, Investments, Investment Management, Project Management, Financial Services, Derivatives, Python, HTML, CSS
Education
DePaul University College of Law 2010 — 2014
J.D., Law
Illinois Wesleyan University 2005 — 2008
B.A., Economics, Business
The University of Queensland 2007 — 2007
United States Military Academy at West Point 2004 — 2004
Codecademy Labs: Offline
Computer Programming
Linda Braasch Linda Braasch's Northern Trust Experience September 2013 - Present
Job Consultant, Coach and Project Manager
Industry Banking
Experience
Northern Trust September 2013 - Present
Northern Trust January 2011 - September 2013
Northern Trust April 2004 - February 2013
WD Performance Coaching August 2000 - April 2004
Carey International July 1998 - June 1999
Carey of Chicago August 1988 - July 1998
Charlie Fitness Club and Hotel September 1987 - August 1988
Athletes Against Drugs 501(c)(3) January 1987 - August 1987
Harris Trust and Savings Bank June 1980 - January 1987
Skills
Leadership Development, Leadership, Employee Engagement, Strategic Planning, Innovation, Management Consulting, Organizational..., Workshop Facilitation, Group Facilitation, Public Speaking, Coaching, Entrepreneurship, Team Building, Team Leadership, Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1984 — 1988
MBA, Marketing
University of Illinois at Urbana-Champaign - College of Business 1976 — 1980
Bachelor of Science, Business Administration
Northern Trust September 2013 - Present
Northern Trust January 2011 - September 2013
Northern Trust April 2004 - February 2013
WD Performance Coaching August 2000 - April 2004
Carey International July 1998 - June 1999
Carey of Chicago August 1988 - July 1998
Charlie Fitness Club and Hotel September 1987 - August 1988
Athletes Against Drugs 501(c)(3) January 1987 - August 1987
Harris Trust and Savings Bank June 1980 - January 1987
Skills
Leadership Development, Leadership, Employee Engagement, Strategic Planning, Innovation, Management Consulting, Organizational..., Workshop Facilitation, Group Facilitation, Public Speaking, Coaching, Entrepreneurship, Team Building, Team Leadership, Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1984 — 1988
MBA, Marketing
University of Illinois at Urbana-Champaign - College of Business 1976 — 1980
Bachelor of Science, Business Administration
Shirley Sains Shirley Sains's Northern Trust Experience November 2012 - Present
Job Senior Vice President Enterprise Productivity Technology Capital Governance
Industry Financial Services
Experience
Northern Trust November 2012 - Present
Northern Trust 1985 - November 2012
Chicago Aerial Survey 1984 - 1985
Skills
Financial Services, ITIL, Change Management, Asset Management, Risk Management, Vendor Management, IT Strategy, Asset Managment, Banking, Portfolio Management, SDLC, IT Service Management, SaaS, Business Process..., Governance, Business Analysis, Process Improvement
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Finance, General
UW Green Bay
BS Environmental Sciences, Business and Computer Science
Northern Trust November 2012 - Present
Northern Trust 1985 - November 2012
Chicago Aerial Survey 1984 - 1985
Skills
Financial Services, ITIL, Change Management, Asset Management, Risk Management, Vendor Management, IT Strategy, Asset Managment, Banking, Portfolio Management, SDLC, IT Service Management, SaaS, Business Process..., Governance, Business Analysis, Process Improvement
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Finance, General
UW Green Bay
BS Environmental Sciences, Business and Computer Science
Jessica Kelly Misch Jessica Kelly Misch's Northern Trust Experience July 2010 - August 2011
Job Senior Auditor Regulatory Oversight at CBOE
Industry Financial Services
Experience
CBOE January 2015 - Present
Chicago Board Options Exchange October 2014 - January 2015
Chicago Board Options Exchange July 2013 - October 2014
Chicago Board Options Exchange July 2012 - June 2013
Chicago Board Options Exchange August 2011 - July 2012
Northern Trust July 2010 - August 2011
RBC Wealth Management October 2009 - June 2010
Edward Jones October 2007 - October 2009
Commerce Bank April 2005 - July 2007
Skills
Securities Regulation, Mutual Funds, Hedge Funds, Banking Law, Capital Markets, Corporate Law, Commodity, AML, Alternative Investments, Dodd-Frank, Investment Advisory, Securities, Options, Legal Writing, Legal Compliance, Banking, Finance, Legal Research, Financial Analysis, Risk Management, FINRA, Asset Management, Regulatory Examinations, SEC, Series 7, Wealth Management, Trading Systems, Series 63, Equities, Financial Markets, Derivatives, Financial Services
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2014 — 2016
MBA Candidate, Leadership and Change Management; Accounting
University of Missouri-Columbia 2003 — 2007
Bachelor of Science, Finance & Banking
CBOE January 2015 - Present
Chicago Board Options Exchange October 2014 - January 2015
Chicago Board Options Exchange July 2013 - October 2014
Chicago Board Options Exchange July 2012 - June 2013
Chicago Board Options Exchange August 2011 - July 2012
Northern Trust July 2010 - August 2011
RBC Wealth Management October 2009 - June 2010
Edward Jones October 2007 - October 2009
Commerce Bank April 2005 - July 2007
Skills
Securities Regulation, Mutual Funds, Hedge Funds, Banking Law, Capital Markets, Corporate Law, Commodity, AML, Alternative Investments, Dodd-Frank, Investment Advisory, Securities, Options, Legal Writing, Legal Compliance, Banking, Finance, Legal Research, Financial Analysis, Risk Management, FINRA, Asset Management, Regulatory Examinations, SEC, Series 7, Wealth Management, Trading Systems, Series 63, Equities, Financial Markets, Derivatives, Financial Services
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2014 — 2016
MBA Candidate, Leadership and Change Management; Accounting
University of Missouri-Columbia 2003 — 2007
Bachelor of Science, Finance & Banking
Benjamin Carlstead, CFP®'s Northern Trust Experience April 2006 - April 2007
Job Associate Vice President at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust January 2015 - Present
Bessemer Trust May 2011 - January 2015
Bessemer Trust April 2007 - May 2011
Northern Trust April 2006 - April 2007
Morgan Stanley Investment Management July 2005 - April 2006
Skills
Investments, Asset Allocation, Mutual Funds, Investment Strategies, Investment Management, Finance, Management, Investment Advisory, Wealth Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
University of Colorado at Boulder - Leeds School of Business 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Institute of Italian Studies, Florence, Italy 2004 — 2004
Bachelor of Science (B.S.), International Business
Bessemer Trust January 2015 - Present
Bessemer Trust May 2011 - January 2015
Bessemer Trust April 2007 - May 2011
Northern Trust April 2006 - April 2007
Morgan Stanley Investment Management July 2005 - April 2006
Skills
Investments, Asset Allocation, Mutual Funds, Investment Strategies, Investment Management, Finance, Management, Investment Advisory, Wealth Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
University of Colorado at Boulder - Leeds School of Business 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Institute of Italian Studies, Florence, Italy 2004 — 2004
Bachelor of Science (B.S.), International Business
Michael Cluck's Northern Trust Experience September 2012 - Present
Job Securities Processing Manager at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation February 2015 - Present
Northern Trust September 2012 - Present
Northern Trust June 2011 - August 2012
JPMorgan Chase January 2011 - July 2011
JPMorgan Chase September 2006 - December 2010
Skills
Options, Asset Allocation, FINRA, Portfolio Management, Hedge Funds, Derivatives, Retirement, Asset Managment, Alternative Investments, Series 24, Fixed Annuities, series 4
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
MBA, Finance
University of Illinois at Urbana-Champaign 2000 — 2004
BA, Communications
Northern Trust Corporation February 2015 - Present
Northern Trust September 2012 - Present
Northern Trust June 2011 - August 2012
JPMorgan Chase January 2011 - July 2011
JPMorgan Chase September 2006 - December 2010
Skills
Options, Asset Allocation, FINRA, Portfolio Management, Hedge Funds, Derivatives, Retirement, Asset Managment, Alternative Investments, Series 24, Fixed Annuities, series 4
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
MBA, Finance
University of Illinois at Urbana-Champaign 2000 — 2004
BA, Communications
Steve Hendrickson Steve Hendrickson's Northern Trust Experience December 1994 - Present
Job Senior Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust December 1994 - Present
The Old Second National Bank and Trust Company 1990 - December 1994
American National Bank and Trust Company of Chicago January 1982 - December 1989
The First National Bank & Trust Company of Rockford June 1979 - December 1982
Skills
Wealth Management, Investments, Estate Planning, Investment Management, Financial Advisory, Asset Allocation, Wealth Management..., Asset Management, High Net Worth..., Tax, Alternative Investments, Trusts, Investment Advisory, Trust Services, Finance, Charitable Trusts, Family Office, Wealth
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1985 — 1988
MBA, Economics
Roosevelt University 1979 — 1979
Paralegal, Estates, Trusts & Wills
Illinois State University 1975 — 1979
BS, Finance and Economics
Northern Trust December 1994 - Present
The Old Second National Bank and Trust Company 1990 - December 1994
American National Bank and Trust Company of Chicago January 1982 - December 1989
The First National Bank & Trust Company of Rockford June 1979 - December 1982
Skills
Wealth Management, Investments, Estate Planning, Investment Management, Financial Advisory, Asset Allocation, Wealth Management..., Asset Management, High Net Worth..., Tax, Alternative Investments, Trusts, Investment Advisory, Trust Services, Finance, Charitable Trusts, Family Office, Wealth
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1985 — 1988
MBA, Economics
Roosevelt University 1979 — 1979
Paralegal, Estates, Trusts & Wills
Illinois State University 1975 — 1979
BS, Finance and Economics
Wayne D Johnson Wayne D Johnson's Northern Trust Experience September 1997 - Present
Job Senior Account Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust September 1997 - Present
Northern Trust 1983 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Finance, General
Northern Trust September 1997 - Present
Northern Trust 1983 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Finance, General
Steven Hennessy Steven Hennessy's Northern Trust Experience June 2011 - May 2013
Job Associate at Civic Capital
Industry Investment Management
Experience
Civic Capital Advisors, LLC September 2014 - Present
Northern Trust Hedge Fund Services May 2013 - August 2014
Northern Trust June 2011 - May 2013
Northern Trust July 2008 - June 2011
Bear Stearns & Company, Inc July 2005 - August 2007
Skills
Bloomberg, Derivatives, Securities, Capital Markets, Banking, Hedge Funds, FX Options, Collateral Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2012
Master of Business Administration (MBA)
Marist College 2004 — 2008
Bachelor of Science, Finance
Civic Capital Advisors, LLC September 2014 - Present
Northern Trust Hedge Fund Services May 2013 - August 2014
Northern Trust June 2011 - May 2013
Northern Trust July 2008 - June 2011
Bear Stearns & Company, Inc July 2005 - August 2007
Skills
Bloomberg, Derivatives, Securities, Capital Markets, Banking, Hedge Funds, FX Options, Collateral Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2012
Master of Business Administration (MBA)
Marist College 2004 — 2008
Bachelor of Science, Finance
Matt Tushman Matt Tushman's Northern Trust Experience January 2012 - Present
Job
Industry Investment Management
Experience
Northern Trust January 2012 - Present
Northern Trust Global Investments August 2005 - November 2011
Northern Trust 1999 - 2005
Learning Insights 1998 - 1999
Northern Trust 1996 - 1998
First Trust of Illinois 1995 - 1996
Bank of America 1994 - 1995
Continental Illinois National Bank 1992 - 1994
Skills
Asset Managment, Cross-functional Team..., Risk Management, Product Development, Vendor Management, Asset Management, Analytics, Management, Leadership, Analysis, Strategic Planning, Investments, Finance, Strategic Partnerships, Strategy, Wealth Management, Financial Services, Contract Negotiation, Banking, Financial Modeling
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1992
MBA
Western Michigan University 1983 — 1987
BBA
Northern Trust January 2012 - Present
Northern Trust Global Investments August 2005 - November 2011
Northern Trust 1999 - 2005
Learning Insights 1998 - 1999
Northern Trust 1996 - 1998
First Trust of Illinois 1995 - 1996
Bank of America 1994 - 1995
Continental Illinois National Bank 1992 - 1994
Skills
Asset Managment, Cross-functional Team..., Risk Management, Product Development, Vendor Management, Asset Management, Analytics, Management, Leadership, Analysis, Strategic Planning, Investments, Finance, Strategic Partnerships, Strategy, Wealth Management, Financial Services, Contract Negotiation, Banking, Financial Modeling
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1992
MBA
Western Michigan University 1983 — 1987
BBA
Steve Werner, CPA Steve Werner, CPA's Northern Trust Experience November 2010 - May 2014
Job Sr Consultant at Northern Trust Hedge Fund Services
Industry Accounting
Experience
Northern Trust Hedge Fund Services July 2015 - Present
Northern Trust Corporation April 2014 - Present
Northern Trust November 2010 - May 2014
Jackson Hewitt January 2010 - April 2010
Skills
Accounting, CPA, Financial Reporting, Financial Statements, Tax, Microsoft Office
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2010
Masters of Accountancy
Saint Louis University 2006 — 2009
Bachelor of Science, Business Administration; Accounting
ESSCA (Ecole Supérieure des Sciences Commerciales d'Angers)
Northern Trust Hedge Fund Services July 2015 - Present
Northern Trust Corporation April 2014 - Present
Northern Trust November 2010 - May 2014
Jackson Hewitt January 2010 - April 2010
Skills
Accounting, CPA, Financial Reporting, Financial Statements, Tax, Microsoft Office
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2010
Masters of Accountancy
Saint Louis University 2006 — 2009
Bachelor of Science, Business Administration; Accounting
ESSCA (Ecole Supérieure des Sciences Commerciales d'Angers)
Michelle Hoskins Michelle Hoskins's Northern Trust Experience August 2006 - October 2012
Job Executive Vice President, CHRO at First Midwest Bank
Industry Human Resources
Experience
First Midwest Bank March 2015 - Present
Northern Trust Bank August 2012 - June 2014
Northern Trust August 2006 - October 2012
Northern Trust Corporation April 2006 - October 2006
Northern Trust Corporation 2002 - 2006
Northern Trust Corporation 1999 - 2002
Northern Trust Corporation 1997 - 1999
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Bachelor of Science (BS)
Leading Women Exec
First Midwest Bank March 2015 - Present
Northern Trust Bank August 2012 - June 2014
Northern Trust August 2006 - October 2012
Northern Trust Corporation April 2006 - October 2006
Northern Trust Corporation 2002 - 2006
Northern Trust Corporation 1999 - 2002
Northern Trust Corporation 1997 - 1999
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Bachelor of Science (BS)
Leading Women Exec
Bill Birmingham Bill Birmingham's Northern Trust Experience July 2011 - Present
Job Senior Product Manager at Northern Trust Corporation
Industry Banking
Experience
Northern Trust Corporation April 2014 - Present
Northern Trust July 2011 - Present
ABN AMRO/LaSalle Bank 1994 - October 2008
MPC Products 1987 - 1994
Skills
Treasury Management, Cash Management, Banking, ACH, Treasury Services, Payments, Product Manager - CRM
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1995
MBA, Finance
Indiana University Bloomington 1982 — 1986
Bachelor of Arts (B.A.), Economics
Northern Trust Corporation April 2014 - Present
Northern Trust July 2011 - Present
ABN AMRO/LaSalle Bank 1994 - October 2008
MPC Products 1987 - 1994
Skills
Treasury Management, Cash Management, Banking, ACH, Treasury Services, Payments, Product Manager - CRM
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1995
MBA, Finance
Indiana University Bloomington 1982 — 1986
Bachelor of Arts (B.A.), Economics
Christine Danko, CFA's Northern Trust Experience March 2010 - July 2011
Job Vice President at Gore Creek Asset Management
Industry Financial Services
Experience
Gore Creek Asset Management November 2012 - Present
Northern Trust Global Investments July 2011 - October 2012
Northern Trust March 2010 - July 2011
Northern Trust April 2005 - March 2010
Northern Trust January 2000 - April 2005
Northern Trust July 1998 - January 2000
Skills
Investment Strategies, Project Portfolio..., Investments, Cross-functional Team..., Asset Allocation, Asset Managment, Alternative Investments, Asset Management, Equities, Portfolio Management, Mutual Funds, Investment Management, Morningstar, Hedge Funds, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2005
MBA, Finance
University of Illinois at Urbana-Champaign 1994 — 1998
Bachelor of Science, Finance
Gore Creek Asset Management November 2012 - Present
Northern Trust Global Investments July 2011 - October 2012
Northern Trust March 2010 - July 2011
Northern Trust April 2005 - March 2010
Northern Trust January 2000 - April 2005
Northern Trust July 1998 - January 2000
Skills
Investment Strategies, Project Portfolio..., Investments, Cross-functional Team..., Asset Allocation, Asset Managment, Alternative Investments, Asset Management, Equities, Portfolio Management, Mutual Funds, Investment Management, Morningstar, Hedge Funds, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2005
MBA, Finance
University of Illinois at Urbana-Champaign 1994 — 1998
Bachelor of Science, Finance
Ronee Greazel, CFA Ronee Greazel, CFA's Northern Trust Experience May 2013 - March 2015
Job Director, Investments at BMO Private Banking
Industry Investment Management
Experience
BMO Private Banking March 2015 - Present
Northern Trust May 2013 - March 2015
PNC Institutional Investments July 2012 - May 2013
BMO Harris Bank July 2004 - March 2012
BMO Harris Bank October 2002 - July 2004
BMO Harris Bank April 2001 - October 2002
Northern Trust March 1998 - April 2001
Skills
Written & Oral..., Portfolio Management, Asset Allocation, Wealth Management, Investments, Asset Managment, Investment Management, Equities, Mutual Funds, Investment Strategies, Investment Advisory, Alternative Investments, Relationship Management, Risk Management, Asset Management, Due Diligence, Financial Services, Securities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2002
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1993 — 1996
BBA, Finance
BMO Private Banking March 2015 - Present
Northern Trust May 2013 - March 2015
PNC Institutional Investments July 2012 - May 2013
BMO Harris Bank July 2004 - March 2012
BMO Harris Bank October 2002 - July 2004
BMO Harris Bank April 2001 - October 2002
Northern Trust March 1998 - April 2001
Skills
Written & Oral..., Portfolio Management, Asset Allocation, Wealth Management, Investments, Asset Managment, Investment Management, Equities, Mutual Funds, Investment Strategies, Investment Advisory, Alternative Investments, Relationship Management, Risk Management, Asset Management, Due Diligence, Financial Services, Securities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2002
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1993 — 1996
BBA, Finance
Jeff Bosken's Northern Trust Experience January 2004 - April 2006
Job Director of Finance and Administration at World Bicycle Relief
Industry Nonprofit Organization Management
Experience
World Bicycle Relief April 2015 - Present
Taxi Affiliation Services, LLC February 2011 - April 2015
onPeak April 2008 - April 2010
JPMorgan Chase November 2007 - April 2008
ABN AMRO April 2006 - October 2007
Northern Trust January 2004 - April 2006
Skills
Financial Analysis, Accounting, Financial Reporting, Accounts Payable, Internal Controls, Financial Accounting, Financial Modeling, General Ledger, Accounts Receivable, Sarbanes-Oxley Act, Cash Management, Budgets, Account Reconciliation, Auditing, Analysis, Payroll, Cash Flow, Cost Accounting, Management, Financial Statements, Fixed Assets, Variance Analysis, Consolidation, GAAP, Finance, SEC filings, Managerial Finance, Internal Audit, US GAAP, Forecasting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2013
MBA, Applied Economics
Miami University 2002 — 2003
Bachelor of Science, Accounting
Miami University 1997 — 2001
Bachelor of Science, Finance
World Bicycle Relief April 2015 - Present
Taxi Affiliation Services, LLC February 2011 - April 2015
onPeak April 2008 - April 2010
JPMorgan Chase November 2007 - April 2008
ABN AMRO April 2006 - October 2007
Northern Trust January 2004 - April 2006
Skills
Financial Analysis, Accounting, Financial Reporting, Accounts Payable, Internal Controls, Financial Accounting, Financial Modeling, General Ledger, Accounts Receivable, Sarbanes-Oxley Act, Cash Management, Budgets, Account Reconciliation, Auditing, Analysis, Payroll, Cash Flow, Cost Accounting, Management, Financial Statements, Fixed Assets, Variance Analysis, Consolidation, GAAP, Finance, SEC filings, Managerial Finance, Internal Audit, US GAAP, Forecasting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2013
MBA, Applied Economics
Miami University 2002 — 2003
Bachelor of Science, Accounting
Miami University 1997 — 2001
Bachelor of Science, Finance
Fotini Nottingham Fotini Nottingham's Northern Trust Experience March 2009 - March 2010
Job Assistant Vice President, Real Estate Finance at NXT Capital
Industry Financial Services
Experience
NXT Capital January 2015 - Present
NXT Capital April 2014 - Present
NXT Capital February 2013 - April 2014
NXT Capital March 2010 - February 2013
Northern Trust March 2009 - March 2010
Merrill Lynch Capital October 2006 - December 2008
LaSalle Bank November 2003 - October 2006
Skills
Financial Modeling, Financial Analysis, Process Improvement, Banking, Portfolio Management, Private Equity, Finance, Corporate Finance, Credit, Loans, Due Diligence, Valuation, Investments, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA, Investment Management
The University of Chicago 2005 — 2006
Continuing Education, Business
University of Illinois at Urbana-Champaign 1999 — 2003
BA, Economics, Spanish
NXT Capital January 2015 - Present
NXT Capital April 2014 - Present
NXT Capital February 2013 - April 2014
NXT Capital March 2010 - February 2013
Northern Trust March 2009 - March 2010
Merrill Lynch Capital October 2006 - December 2008
LaSalle Bank November 2003 - October 2006
Skills
Financial Modeling, Financial Analysis, Process Improvement, Banking, Portfolio Management, Private Equity, Finance, Corporate Finance, Credit, Loans, Due Diligence, Valuation, Investments, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA, Investment Management
The University of Chicago 2005 — 2006
Continuing Education, Business
University of Illinois at Urbana-Champaign 1999 — 2003
BA, Economics, Spanish
Patricia M. Sack Patricia M. Sack's Northern Trust Experience January 2013 - Present
Job Senior Fiduciary Officer, Central Region and Senior Trust Relationship Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust January 2013 - Present
Northern Trust July 2010 - Present
Northern Trust March 2004 - July 2010
Schuyler Roche & Zwirner 2002 - 2004
Funkhouser Vegosen Liebman & Dunn 1992 - 2002
Skills
Estate Planning, Estate Tax Planning, Trust Services, High Net Worth..., Trusts, Charitable Trusts, Wealth Management..., Wealth Management, Trust Management, Estate Law, Wealth
Education
DePaul University College of Law 1984 — 1988
L.L.M., Taxation
Loyola University Chicago School of Law 1978 — 1981
J.D., Law
University of Illinois at Chicago 1971 — 1975
B.A.with honors, English Literature
Northern Trust January 2013 - Present
Northern Trust July 2010 - Present
Northern Trust March 2004 - July 2010
Schuyler Roche & Zwirner 2002 - 2004
Funkhouser Vegosen Liebman & Dunn 1992 - 2002
Skills
Estate Planning, Estate Tax Planning, Trust Services, High Net Worth..., Trusts, Charitable Trusts, Wealth Management..., Wealth Management, Trust Management, Estate Law, Wealth
Education
DePaul University College of Law 1984 — 1988
L.L.M., Taxation
Loyola University Chicago School of Law 1978 — 1981
J.D., Law
University of Illinois at Chicago 1971 — 1975
B.A.with honors, English Literature
Paul Hoefert Paul Hoefert's Northern Trust Experience August 2013 - November 2014
Job Director of Private Banking, First Midwest Bank, Itasca, Illinois
Industry Financial Services
Experience
First Midwest Bank April 2015 - Present
Northern Trust August 2013 - November 2014
Northern Trust March 2012 - August 2013
Northern Trust March 2007 - March 2012
Northern Trust November 2005 - March 2007
Northern Trust November 2002 - November 2005
Northern Trust November 1994 - November 2002
NBD Bank Illinois April 1990 - October 1994
Continental Bank June 1981 - October 1990
Skills
Team Leadership, Wealth Management, Asset Managment, Portfolio Management, Asset Allocation, Risk Management, Hedge Funds, Wealth Management..., Alternative Investments, Equities, Investments, Asset Management, Private Banking, Fixed Income, Banking, Financial Services, Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1981 — 1984
Master of Business Administration (M.B.A.), Finance, 4.0
Miami of Ohio 1974 — 1978
Bachelor of Science (B.S.), Finance, 3.44
First Midwest Bank April 2015 - Present
Northern Trust August 2013 - November 2014
Northern Trust March 2012 - August 2013
Northern Trust March 2007 - March 2012
Northern Trust November 2005 - March 2007
Northern Trust November 2002 - November 2005
Northern Trust November 1994 - November 2002
NBD Bank Illinois April 1990 - October 1994
Continental Bank June 1981 - October 1990
Skills
Team Leadership, Wealth Management, Asset Managment, Portfolio Management, Asset Allocation, Risk Management, Hedge Funds, Wealth Management..., Alternative Investments, Equities, Investments, Asset Management, Private Banking, Fixed Income, Banking, Financial Services, Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1981 — 1984
Master of Business Administration (M.B.A.), Finance, 4.0
Miami of Ohio 1974 — 1978
Bachelor of Science (B.S.), Finance, 3.44
Warren Arnold Warren Arnold's Northern Trust Experience July 2006 - April 2014
Job Managing Financial Consultant Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation April 2014 - Present
Northern Trust July 2006 - April 2014
Harris Bank 2001 - 2006
Skills
Wealth Management, Retirement Planning, Investment Management, Mutual Funds, Investment Strategies, Asset Managment, Wealth Management..., Financial Planners, Wealth, Asset Management, Personal Financial..., Fixed Income, Finance, Financial Services, Bonds, Certified Financial..., Financial Analysis, Estate Planning, Portfolio Management, Financial Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance and Marketing
University of Illinois at Urbana-Champaign
BSEE, Electrical Engineering
Northern Trust Corporation April 2014 - Present
Northern Trust July 2006 - April 2014
Harris Bank 2001 - 2006
Skills
Wealth Management, Retirement Planning, Investment Management, Mutual Funds, Investment Strategies, Asset Managment, Wealth Management..., Financial Planners, Wealth, Asset Management, Personal Financial..., Fixed Income, Finance, Financial Services, Bonds, Certified Financial..., Financial Analysis, Estate Planning, Portfolio Management, Financial Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance and Marketing
University of Illinois at Urbana-Champaign
BSEE, Electrical Engineering
Brendan Reidy Brendan Reidy's Northern Trust Experience January 2013 - Present
Job Vice President Client Executive
Industry Banking
Experience
Northern Trust January 2013 - Present
Northern Trust May 2011 - January 2013
Northern Trust January 2008 - May 2011
Northern Trust September 2006 - January 2008
Northern Trust October 2004 - September 2006
Residental Finance Corporation January 2002 - October 2004
Skills
Finance, Wealth Management, Investments, Loans, Banking, Risk Management, Management, Equities, Asset Managment, Alternative Investments, Fiduciary Management, Trust Services, Due Diligence, Wealth Management..., Alternative Assets, Microsoft Office, Mutual Funds, LP, Hedge Funds, Fixed Rate Mortgages, Private Equity, Securities, Real Estate, Real Estate Transactions, Mortgage Lending, Mortgage Banking, Residential Mortgages, Sales, Transition Management, Financial Services, Process Improvement
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2012
MBA, Finance
Marquette University 1997 — 2001
Bachelor of Science (BS), Criminology
Northern Trust January 2013 - Present
Northern Trust May 2011 - January 2013
Northern Trust January 2008 - May 2011
Northern Trust September 2006 - January 2008
Northern Trust October 2004 - September 2006
Residental Finance Corporation January 2002 - October 2004
Skills
Finance, Wealth Management, Investments, Loans, Banking, Risk Management, Management, Equities, Asset Managment, Alternative Investments, Fiduciary Management, Trust Services, Due Diligence, Wealth Management..., Alternative Assets, Microsoft Office, Mutual Funds, LP, Hedge Funds, Fixed Rate Mortgages, Private Equity, Securities, Real Estate, Real Estate Transactions, Mortgage Lending, Mortgage Banking, Residential Mortgages, Sales, Transition Management, Financial Services, Process Improvement
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2012
MBA, Finance
Marquette University 1997 — 2001
Bachelor of Science (BS), Criminology
Katharine Fasano, MBA Katharine Fasano, MBA's Northern Trust Experience 1984 - 1985
Job Alumni Relations and Development at Northwestern University
Industry Higher Education
Experience
Northwestern University August 2015 - Present
Northwestern University 1993 - Present
Northwestern University March 2015 - August 2015
Consultant January 2014 - August 2015
Financial Services 2001 - January 2014
District 61 and District 99 Illinois 1990 - 2008
JP Morgan Chase 1985 - 1988
Northern Trust 1984 - 1985
JP Morgan Chase 1980 - 1984
Citi Group 1977 - 1980
Skills
Public Relations, CRM, Strategic Planning, Social Media, Financial Communications, Management, Analysis, Fundraising, Client Management, Content Development, Return on Investment, Competitive Analysis, Event Management, Communications, Strategic Planning and..., Research Project..., Writing and Editing, Content Relations..., Creative Content..., Business and Financial..., Public Relations..., Prepare Proposal Text..., Design Strategic and..., Lead Requirements..., Project/Engagement..., Key Performance..., Career Advisor, Leadership, Marketing
Education
Northwestern University 2015 — 2015
Content Strategy Specialization Certficate
Northwestern University 2015 — 2015
Content Strategy Certificate 2
Northwestern University 2014 — 2014
Content Strategy Certificate 1
DePaul University - Charles H. Kellstadt Graduate School of Business 1977 — 1980
MBA, Finance and Operations Management
Northwestern University
Career Development and Management Seminars
Northwestern University August 2015 - Present
Northwestern University 1993 - Present
Northwestern University March 2015 - August 2015
Consultant January 2014 - August 2015
Financial Services 2001 - January 2014
District 61 and District 99 Illinois 1990 - 2008
JP Morgan Chase 1985 - 1988
Northern Trust 1984 - 1985
JP Morgan Chase 1980 - 1984
Citi Group 1977 - 1980
Skills
Public Relations, CRM, Strategic Planning, Social Media, Financial Communications, Management, Analysis, Fundraising, Client Management, Content Development, Return on Investment, Competitive Analysis, Event Management, Communications, Strategic Planning and..., Research Project..., Writing and Editing, Content Relations..., Creative Content..., Business and Financial..., Public Relations..., Prepare Proposal Text..., Design Strategic and..., Lead Requirements..., Project/Engagement..., Key Performance..., Career Advisor, Leadership, Marketing
Education
Northwestern University 2015 — 2015
Content Strategy Specialization Certficate
Northwestern University 2015 — 2015
Content Strategy Certificate 2
Northwestern University 2014 — 2014
Content Strategy Certificate 1
DePaul University - Charles H. Kellstadt Graduate School of Business 1977 — 1980
MBA, Finance and Operations Management
Northwestern University
Career Development and Management Seminars
Scott Nowlan Scott Nowlan's Northern Trust Experience April 1999 - Present
Job Senior Consultant, Business Systems VP MBA
Industry Banking
Experience
Northern Trust April 1999 - Present
Northern Trust April 1999 - April 2007
Continental Bank/Bank of America April 1990 - April 1999
Skills
Requirements Analysis, Analysis, Testing, Documentation, Business Analysis, Integration, Business Process, Problem Solving, Business Requirements, Functional..., Product Requirements, Requirements..., Product Requirements..., Design Specifications, User Scenarios, User Stories, Process Flow, Fit/Gap Analysis, Contact Management, Enterprise Software, SDLC, Requirements Gathering, Visio, User Acceptance Testing, Project Implementation, Quality Assurance, Gap Analysis, Systems Analysis, Software Implementation, Business Process..., Business Process Mapping, Process Improvement, System Testing, Software Documentation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1997
MBA, International Marketing
Illinois State University 1984 — 1988
BA, Economics. Minors: English, Spanish
Northern Trust April 1999 - Present
Northern Trust April 1999 - April 2007
Continental Bank/Bank of America April 1990 - April 1999
Skills
Requirements Analysis, Analysis, Testing, Documentation, Business Analysis, Integration, Business Process, Problem Solving, Business Requirements, Functional..., Product Requirements, Requirements..., Product Requirements..., Design Specifications, User Scenarios, User Stories, Process Flow, Fit/Gap Analysis, Contact Management, Enterprise Software, SDLC, Requirements Gathering, Visio, User Acceptance Testing, Project Implementation, Quality Assurance, Gap Analysis, Systems Analysis, Software Implementation, Business Process..., Business Process Mapping, Process Improvement, System Testing, Software Documentation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1997
MBA, International Marketing
Illinois State University 1984 — 1988
BA, Economics. Minors: English, Spanish
Steven Avary Steven Avary's Northern Trust Experience 2003 - 2003
Job Financial professional with a focus on leveraged finance
Industry Financial Services
Experience
Brooklyn Economic Development Corporation December 2010 - March 2011
Moody's Investors Service 2006 - 2008
Northern Trust 2003 - 2003
Dain Rauscher 1998 - 2001
John S. Herold 1997 - 1997
ABN AMRO 1996 - 1997
Growth Capital Partners 1992 - 1996
Skills
Corporate Finance, Valuation, Credit, Finance, Private Equity, Fixed Income, Risk Management, Leveraged Finance, Loans, Bonds, Financial Advisory, Mergers & Acquisitions, Advisory, Writing, Oil & Gas, Investment Banking, Financial Analysis, Credit Risk, Financial Modeling, Credit Analysis, Equities, Portfolio Management
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Accounting, Analytic Finance, Finance
New York University
Master of Science (MS), Global Affairs
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Science (MS), Accountancy
Stephen F. Austin State University
Bachelor of Science (BS), Political Economy
Brooklyn Economic Development Corporation December 2010 - March 2011
Moody's Investors Service 2006 - 2008
Northern Trust 2003 - 2003
Dain Rauscher 1998 - 2001
John S. Herold 1997 - 1997
ABN AMRO 1996 - 1997
Growth Capital Partners 1992 - 1996
Skills
Corporate Finance, Valuation, Credit, Finance, Private Equity, Fixed Income, Risk Management, Leveraged Finance, Loans, Bonds, Financial Advisory, Mergers & Acquisitions, Advisory, Writing, Oil & Gas, Investment Banking, Financial Analysis, Credit Risk, Financial Modeling, Credit Analysis, Equities, Portfolio Management
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Accounting, Analytic Finance, Finance
New York University
Master of Science (MS), Global Affairs
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Science (MS), Accountancy
Stephen F. Austin State University
Bachelor of Science (BS), Political Economy
Mark Casady's Northern Trust Experience 1982 - 1993
Job Chairman & CEO at LPL Financial
Industry Financial Services
Experience
LPL Financial 2002 - Present
Citizens Bank 2014 - 2015
Citizens Bank 2014 - 2015
Scudder Investments 1994 - 2002
Northern Trust 1982 - 1993
Skills
Series 7, Mutual Funds, Alternative Investments, Wealth Management, Investments, Asset Managment, Series 63, Investment Advisory, Asset Allocation, Securities, Retirement Planning, Investment Strategies, FINRA, 401k, Asset Management, Broker-Dealer, ETFs, Equities, Financial Advisory, Financial Services, Fixed Annuities, Hedge Funds, Investment Management, Pensions, Portfolio Management, Private Equity, Retirement, Series 24, Wealth Management..., Bonds, Team Leadership, Team Building, Organizational..., Marketing, Leadership, Executive Management, Accountability
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1982 — 1984
Master of Business Administration (MBA), Finance, General
Indiana University - Kelley School of Business 1978 — 1982
BS, Finance
LPL Financial 2002 - Present
Citizens Bank 2014 - 2015
Citizens Bank 2014 - 2015
Scudder Investments 1994 - 2002
Northern Trust 1982 - 1993
Skills
Series 7, Mutual Funds, Alternative Investments, Wealth Management, Investments, Asset Managment, Series 63, Investment Advisory, Asset Allocation, Securities, Retirement Planning, Investment Strategies, FINRA, 401k, Asset Management, Broker-Dealer, ETFs, Equities, Financial Advisory, Financial Services, Fixed Annuities, Hedge Funds, Investment Management, Pensions, Portfolio Management, Private Equity, Retirement, Series 24, Wealth Management..., Bonds, Team Leadership, Team Building, Organizational..., Marketing, Leadership, Executive Management, Accountability
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1982 — 1984
Master of Business Administration (MBA), Finance, General
Indiana University - Kelley School of Business 1978 — 1982
BS, Finance
Jamie Killorin's Northern Trust Experience November 2005 - March 2007
Job Director of Gift Planning
Industry Nonprofit Organization Management
Experience
The National Academies July 2013 - Present
Elon University February 2015 - May 2015
Hazel Twig, LLC 2013 - 2015
The Community Foundation of Greater Greensboro February 2012 - September 2012
Elon University March 2007 - February 2012
Northern Trust November 2005 - March 2007
Dowd Whittaker & Killorin, CPAs, PA / Jamie M Killorin, CPA, LLC August 1996 - March 2007
Consulting September 1993 - August 1996
Internal Revenue Service July 1988 - July 1993
Skills
Philanthropy, Fundraising, Estate Planning, CPA, Family Business, Certified Financial..., Coaching, Leadership Development, Certified Public..., Board Governance, Family Office, Private Foundations, Wealth Management, Planned Giving, High Net Worth..., Strategy, Investments, Public Speaking
Education
The George Washington University 2011 — 2015
Ed.D., Human and Organization Learning, Doctoral Candidate
Family Firm Institute (FFI) 2010 — 2011
Coaches Training Institute 2010 — 2011
Completed CoActive Core Curriculum
University of South Florida - College of Business Administration 1989 — 1992
Accounting
DePaul University - Charles H. Kellstadt Graduate School of Business 1980 — 1982
MBA, Finance
Spring Hill College 1975 — 1979
BS Commerce, Business Administration
The National Academies July 2013 - Present
Elon University February 2015 - May 2015
Hazel Twig, LLC 2013 - 2015
The Community Foundation of Greater Greensboro February 2012 - September 2012
Elon University March 2007 - February 2012
Northern Trust November 2005 - March 2007
Dowd Whittaker & Killorin, CPAs, PA / Jamie M Killorin, CPA, LLC August 1996 - March 2007
Consulting September 1993 - August 1996
Internal Revenue Service July 1988 - July 1993
Skills
Philanthropy, Fundraising, Estate Planning, CPA, Family Business, Certified Financial..., Coaching, Leadership Development, Certified Public..., Board Governance, Family Office, Private Foundations, Wealth Management, Planned Giving, High Net Worth..., Strategy, Investments, Public Speaking
Education
The George Washington University 2011 — 2015
Ed.D., Human and Organization Learning, Doctoral Candidate
Family Firm Institute (FFI) 2010 — 2011
Coaches Training Institute 2010 — 2011
Completed CoActive Core Curriculum
University of South Florida - College of Business Administration 1989 — 1992
Accounting
DePaul University - Charles H. Kellstadt Graduate School of Business 1980 — 1982
MBA, Finance
Spring Hill College 1975 — 1979
BS Commerce, Business Administration
Sheila Lynch Dwyer, PMP's Northern Trust Experience August 2013 - Present
Job Senior Associate, Business Product Development at Northern Trust
Industry Financial Services
Experience
Northern Trust August 2013 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2007
Bachelor of Science (B.S.), Finance
Northern Trust August 2013 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2007
Bachelor of Science (B.S.), Finance
Jack Baker Jack Baker's Northern Trust Experience September 2013 - June 2015
Job Senior Consultant Hedge Fund Services at Northern Trust Corporation
Industry Accounting
Experience
Northern Trust Corporation July 2015 - Present
Northern Trust September 2013 - June 2015
Northern Trust April 2012 - August 2013
Skills
Accounting, Excel, PowerPoint, Reconciliation, Payroll, Financial Analysis, Financial Reporting, Microsoft Excel, Finance, Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Science, Accountancy Specializing in Taxation
Marquette University 2007 — 2011
Bachelor of Science Degree in Business Administration, Accounting
Loyola Academy 2003 — 2007
Northern Trust Corporation July 2015 - Present
Northern Trust September 2013 - June 2015
Northern Trust April 2012 - August 2013
Skills
Accounting, Excel, PowerPoint, Reconciliation, Payroll, Financial Analysis, Financial Reporting, Microsoft Excel, Finance, Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Science, Accountancy Specializing in Taxation
Marquette University 2007 — 2011
Bachelor of Science Degree in Business Administration, Accounting
Loyola Academy 2003 — 2007
Paul R. Larson's Northern Trust Experience January 1980 - Present
Job Vice President Sr. Private Banker at Northern Trust
Industry Financial Services
Experience
Northern Trust January 1980 - Present
Skills
Credit, Credit Analysis, Loans, Portfolio Management, Strategic Financial..., Investments, Executive Management, Commercial Lending, Equities, Wealth Management, Customer Service, Banking, Financial Services, Securities, Fixed Income, Underwriting, Financial Planning, Investment Advisory, Asset Allocation, Asset Management, Financial Analysis, Mutual Funds
Education
University of Wisconsin-Madison 1998 — 2001
Graduate School of Banking
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1986
Master of Business Administration (MBA), Accounting
Northern Illinois University - College of Business 1974 — 1979
Bachelor of Science (BS), Finance, General
Larkin High School 1970 — 1973
Northern Trust January 1980 - Present
Skills
Credit, Credit Analysis, Loans, Portfolio Management, Strategic Financial..., Investments, Executive Management, Commercial Lending, Equities, Wealth Management, Customer Service, Banking, Financial Services, Securities, Fixed Income, Underwriting, Financial Planning, Investment Advisory, Asset Allocation, Asset Management, Financial Analysis, Mutual Funds
Education
University of Wisconsin-Madison 1998 — 2001
Graduate School of Banking
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1986
Master of Business Administration (MBA), Accounting
Northern Illinois University - College of Business 1974 — 1979
Bachelor of Science (BS), Finance, General
Larkin High School 1970 — 1973
Peter Kravaritis's Northern Trust Experience November 2009 - January 2012
Job Real Estate Finance & Investment Professional
Industry Real Estate
Experience
J.P. Morgan October 2014 - Present
Keller Graduate School of Management February 2014 - Present
Illinois Housing Development Authority August 2013 - October 2014
Illinois Housing Development Authority February 2012 - August 2013
Northern Trust November 2009 - January 2012
Waveland Property Group May 2009 - December 2009
Colliers Bennett & Kahnweiler January 2007 - May 2009
Skills
Investments, Financial Analysis, Asset Management, Financial Reporting, Financial Modeling, Structured Finance, Real Estate Investment, Due Diligence, Market Research, Real Estate Economics, Financial Statement..., Argus Modeling, Asset Managment, Real Estate Financing, Investment Properties, Property Management, Real Estate Development, Real Estate, Valuation, Portfolio Management, Budgets, Leases, Finance, Commercial Real Estate, Mergers & Acquisitions, Loans, Private Equity, Property, Banking, Brokerage, Real Estate Transactions, Disposition, Affordable Housing, Corporate Real Estate, Real Estate Private..., Investors, Tenant, Acquisitions, Apartments, Appraisals, LIHTC, Lease Administration, CMBS, Real Estate License
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
MBA, Real Estate Finance & Investment
DeVry University 2005 — 2008
BS, Finance
J.P. Morgan October 2014 - Present
Keller Graduate School of Management February 2014 - Present
Illinois Housing Development Authority August 2013 - October 2014
Illinois Housing Development Authority February 2012 - August 2013
Northern Trust November 2009 - January 2012
Waveland Property Group May 2009 - December 2009
Colliers Bennett & Kahnweiler January 2007 - May 2009
Skills
Investments, Financial Analysis, Asset Management, Financial Reporting, Financial Modeling, Structured Finance, Real Estate Investment, Due Diligence, Market Research, Real Estate Economics, Financial Statement..., Argus Modeling, Asset Managment, Real Estate Financing, Investment Properties, Property Management, Real Estate Development, Real Estate, Valuation, Portfolio Management, Budgets, Leases, Finance, Commercial Real Estate, Mergers & Acquisitions, Loans, Private Equity, Property, Banking, Brokerage, Real Estate Transactions, Disposition, Affordable Housing, Corporate Real Estate, Real Estate Private..., Investors, Tenant, Acquisitions, Apartments, Appraisals, LIHTC, Lease Administration, CMBS, Real Estate License
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
MBA, Real Estate Finance & Investment
DeVry University 2005 — 2008
BS, Finance
Mohammad Matarieh's Northern Trust Experience October 2013 - February 2015
Job Technical Coordinator at Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation February 2015 - Present
Northern Trust October 2013 - February 2015
BMO Harris Bank March 2011 - October 2013
Gap Inc. November 2010 - February 2011
TCF Bank February 2009 - April 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Outlook, English
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2015 — 2018
Master of Science (M.S.), Finance, General
DePaul University 2010 — 2013
Bachelor of Science Business, Finance
Northern Trust Corporation February 2015 - Present
Northern Trust October 2013 - February 2015
BMO Harris Bank March 2011 - October 2013
Gap Inc. November 2010 - February 2011
TCF Bank February 2009 - April 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Outlook, English
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2015 — 2018
Master of Science (M.S.), Finance, General
DePaul University 2010 — 2013
Bachelor of Science Business, Finance
Nicholas Stoczanyn, CPA Nicholas Stoczanyn, CPA's Northern Trust Experience November 2012 - Present
Job 2nd Vice President of Tax at Northern Trust
Industry Accounting
Experience
Northern Trust November 2012 - Present
Deloitte August 2012 - November 2012
Deloitte January 2011 - August 2012
Upsilon Alumni Chapter Inc. February 2009 - January 2012
RSM McGladrey October 2009 - December 2010
RSM McGladrey September 2007 - October 2009
Pi Kappa Phi Upsilon Housing Corporation October 2006 - October 2008
Follett's College Bookstore December 2002 - May 2007
RSM McGladrey January 2006 - April 2006
Skills
Tax, CPA, Partnership Taxation, Tax Returns, Income Tax, Hedge Funds, Financial Services, Tax Preparation, QuickBooks, Tax Research, Big 4, US Tax, Financial Statements, ProSystem fx Tax, Accounting, Tax Compliance, Fund Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2012
MST, Taxation
University of Illinois at Urbana-Champaign 2006 — 2007
Masters, Accounting
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelor, Accountancy
Northern Trust November 2012 - Present
Deloitte August 2012 - November 2012
Deloitte January 2011 - August 2012
Upsilon Alumni Chapter Inc. February 2009 - January 2012
RSM McGladrey October 2009 - December 2010
RSM McGladrey September 2007 - October 2009
Pi Kappa Phi Upsilon Housing Corporation October 2006 - October 2008
Follett's College Bookstore December 2002 - May 2007
RSM McGladrey January 2006 - April 2006
Skills
Tax, CPA, Partnership Taxation, Tax Returns, Income Tax, Hedge Funds, Financial Services, Tax Preparation, QuickBooks, Tax Research, Big 4, US Tax, Financial Statements, ProSystem fx Tax, Accounting, Tax Compliance, Fund Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2012
MST, Taxation
University of Illinois at Urbana-Champaign 2006 — 2007
Masters, Accounting
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelor, Accountancy
William Gruca's Northern Trust Experience January 1995 - December 1997
Job Banking/ Business Development/ Relationship Management Executive
Industry Financial Services
Experience
Investors Capital Advisors, LLC January 2005 - Present
Charter One Bank July 2003 - June 2005
Interstate Bank January 1998 - December 2002
Northern Trust January 1995 - December 1997
Education
Graduate School of Banking - Madison, Wisconsin 1996 — 1998
Banking
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1996
MBA, Finance
Northern Illinois University 1984 — 1987
B.S., Finance
Investors Capital Advisors, LLC January 2005 - Present
Charter One Bank July 2003 - June 2005
Interstate Bank January 1998 - December 2002
Northern Trust January 1995 - December 1997
Education
Graduate School of Banking - Madison, Wisconsin 1996 — 1998
Banking
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1996
MBA, Finance
Northern Illinois University 1984 — 1987
B.S., Finance
David Gearhart, CFA David Gearhart, CFA's Northern Trust Experience January 2005 - July 2011
Job Research Analyst at First Analysis
Industry Financial Services
Experience
First Analysis July 2011 - Present
Northern Trust January 2005 - July 2011
American Option Services November 2002 - April 2004
Caris & Company 2002 - 2004
Skills
Valuation, Financial Modeling, Trading, Derivatives, Research, Bloomberg, Equities, Investments, Hedge Funds, Asset Managment, Financial Analysis, Portfolio Management, Securities, Alternative Investments, Corporate Finance, Capital Markets, Fixed Income, Equity Research, Due Diligence
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2015
Finance
CFA Institute 2008 — 2010
Charterholder, Investment Analysis & Portfolio Management
Purdue University 1996 — 2000
BS, Economics
Merrillville High School 1992 — 1996
First Analysis July 2011 - Present
Northern Trust January 2005 - July 2011
American Option Services November 2002 - April 2004
Caris & Company 2002 - 2004
Skills
Valuation, Financial Modeling, Trading, Derivatives, Research, Bloomberg, Equities, Investments, Hedge Funds, Asset Managment, Financial Analysis, Portfolio Management, Securities, Alternative Investments, Corporate Finance, Capital Markets, Fixed Income, Equity Research, Due Diligence
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2015
Finance
CFA Institute 2008 — 2010
Charterholder, Investment Analysis & Portfolio Management
Purdue University 1996 — 2000
BS, Economics
Merrillville High School 1992 — 1996
Peter Gruben Peter Gruben's Northern Trust Experience February 1993 - November 2005
Job Investment Manager
Industry Investment Management
Experience
Wells Fargo Bank November 2005 - Present
Northern Trust February 1993 - November 2005
Skills
Portfolio Management, Investments, Wealth Management, Asset Allocation, Fixed Income, Investment Management, Mutual Funds, Equities, Asset Management, Alternative Investments, Wealth Management..., Securities, Financial Services
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1986 — 1991
BS, Finance
Wells Fargo Bank November 2005 - Present
Northern Trust February 1993 - November 2005
Skills
Portfolio Management, Investments, Wealth Management, Asset Allocation, Fixed Income, Investment Management, Mutual Funds, Equities, Asset Management, Alternative Investments, Wealth Management..., Securities, Financial Services
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1986 — 1991
BS, Finance
Herb Seitz Herb Seitz's Northern Trust Experience July 2011 - Present
Job Sr. Vice President , Corporate Risk at Northern Trust
Industry Banking
Experience
Northern Trust July 2011 - Present
HSBC November 2008 - June 2011
Merrill Lynch 2002 - 2008
Jefferson Wells 2001 - 2002
Transamerica 1997 - 2001
Skills
Credit
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
MBA, Finance
Marquette University 1989 — 1993
BS, Finance
Northern Trust July 2011 - Present
HSBC November 2008 - June 2011
Merrill Lynch 2002 - 2008
Jefferson Wells 2001 - 2002
Transamerica 1997 - 2001
Skills
Credit
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
MBA, Finance
Marquette University 1989 — 1993
BS, Finance
Faith Witt Faith Witt's Northern Trust Experience January 1974 - December 1976
Job Project Manager/Copy Lead, Ideator, Creative Strategist
Industry Marketing and Advertising
Experience
Discover Financial Services February 2008 - Present
Discover Financial Services March 2006 - February 2008
Discover Financial Services June 2003 - March 2006
Discover Financial Services August 2000 - June 2003
PNC Mortgage February 1999 - August 2000
Hu-Friedy Mfg. Co., Inc. April 1998 - January 1999
Harcourt School Publishers May 1992 - March 1998
Continental Illinois National Bank & Trust Company December 1978 - September 1985
FirstBank Evanston January 1976 - December 1978
Northern Trust January 1974 - December 1976
Skills
Creative Strategy, Online Advertising, Marketing Communications, Copywriting, Direct Response, Direct Marketing, Direct Mail, Integrated Marketing, Email Marketing, Creative Direction, Advertising, Digital Marketing, Marketing Strategy, Social Media, Social Media Marketing, Interactive Marketing, Strategic Communications, Customer Acquisition, Press Releases, Analytics, Corporate Branding, Leadership, Brand Development, Marketing, Strategy
Education
DePauw University 1967 — 1972
B.A., English Composition/Journalism
Landmark Education 2008 — 2009
Morgan Park High School 1963 — 1967
Discover Financial Services February 2008 - Present
Discover Financial Services March 2006 - February 2008
Discover Financial Services June 2003 - March 2006
Discover Financial Services August 2000 - June 2003
PNC Mortgage February 1999 - August 2000
Hu-Friedy Mfg. Co., Inc. April 1998 - January 1999
Harcourt School Publishers May 1992 - March 1998
Continental Illinois National Bank & Trust Company December 1978 - September 1985
FirstBank Evanston January 1976 - December 1978
Northern Trust January 1974 - December 1976
Skills
Creative Strategy, Online Advertising, Marketing Communications, Copywriting, Direct Response, Direct Marketing, Direct Mail, Integrated Marketing, Email Marketing, Creative Direction, Advertising, Digital Marketing, Marketing Strategy, Social Media, Social Media Marketing, Interactive Marketing, Strategic Communications, Customer Acquisition, Press Releases, Analytics, Corporate Branding, Leadership, Brand Development, Marketing, Strategy
Education
DePauw University 1967 — 1972
B.A., English Composition/Journalism
Landmark Education 2008 — 2009
Morgan Park High School 1963 — 1967
Ailene Marasigan's Northern Trust Experience February 2013 - February 2014
Job Infrastructure Program Manager at AbbVie
Industry Information Technology and Services
Experience
AbbVie February 2014 - Present
DeVry University March 2004 - Present
Northern Trust February 2013 - February 2014
JPMC March 2012 - February 2013
SAPCV November 2010 - March 2012
Kraft Foods October 1999 - October 2009
Allstate Insurance Company April 1997 - October 1999
Skills
SDLC, Project Management, Visio, Business Analysis, Systems Analysis, SharePoint, SOA, Program Management, Infrastructure, Access, Agile Methodologies, Business Process, Business Process..., COBOL, Change Management, Databases, Disaster Recovery, Enterprise Architecture, Human Resources, IT Management, IT Strategy, ITIL, Integration, Leadership, MS Project, Management, Oracle, Microsoft SQL Server, PMO, Project Portfolio..., Quality Assurance, Requirements Analysis, Requirements Gathering, SAP, SQL, Scrum, Software Development, Software Documentation, Software Project..., Solution Architecture, Strategic Planning, Vendor Management, Microsoft Project
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
MPM, Master in Project Management
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2003
MIS, Information Systems - eCommerce Concentration
PMI-ACP
PMI-ACP
AbbVie February 2014 - Present
DeVry University March 2004 - Present
Northern Trust February 2013 - February 2014
JPMC March 2012 - February 2013
SAPCV November 2010 - March 2012
Kraft Foods October 1999 - October 2009
Allstate Insurance Company April 1997 - October 1999
Skills
SDLC, Project Management, Visio, Business Analysis, Systems Analysis, SharePoint, SOA, Program Management, Infrastructure, Access, Agile Methodologies, Business Process, Business Process..., COBOL, Change Management, Databases, Disaster Recovery, Enterprise Architecture, Human Resources, IT Management, IT Strategy, ITIL, Integration, Leadership, MS Project, Management, Oracle, Microsoft SQL Server, PMO, Project Portfolio..., Quality Assurance, Requirements Analysis, Requirements Gathering, SAP, SQL, Scrum, Software Development, Software Documentation, Software Project..., Solution Architecture, Strategic Planning, Vendor Management, Microsoft Project
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
MPM, Master in Project Management
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2003
MIS, Information Systems - eCommerce Concentration
PMI-ACP
PMI-ACP
Michael J. Gilmartin's Northern Trust Experience August 2002 - May 2004
Job Member at Howard & Howard Attorneys PLLC
Industry Law Practice
Experience
Howard & Howard Attorneys PLLC November 2013 - Present
Chuhak & Tecson, P.C. December 2006 - October 2013
Cook County State's Attorney's Office May 2004 - December 2006
Northern Trust August 2002 - May 2004
Skills
Litigation, Commercial Litigation, Civil Litigation, Legal Research, Legal Writing, Real Estate, Corporate Law, Mediation, Bankruptcy, Westlaw, Courts, Estate Planning, Litigation Support, Appeals, Personal Injury
Education
DePaul University College of Law 1999 — 2003
J.D.
Queen's University Belfast 1998 — 1999
Politics
Saint Xavier University 1997 — 1999
Bachelor of Science (B.S.), Political Science and Government
Marquette University 1995 — 1997
Br. Rice 1991 — 1995
Howard & Howard Attorneys PLLC November 2013 - Present
Chuhak & Tecson, P.C. December 2006 - October 2013
Cook County State's Attorney's Office May 2004 - December 2006
Northern Trust August 2002 - May 2004
Skills
Litigation, Commercial Litigation, Civil Litigation, Legal Research, Legal Writing, Real Estate, Corporate Law, Mediation, Bankruptcy, Westlaw, Courts, Estate Planning, Litigation Support, Appeals, Personal Injury
Education
DePaul University College of Law 1999 — 2003
J.D.
Queen's University Belfast 1998 — 1999
Politics
Saint Xavier University 1997 — 1999
Bachelor of Science (B.S.), Political Science and Government
Marquette University 1995 — 1997
Br. Rice 1991 — 1995
Thomas Frale Jr.'s Northern Trust Experience 1988 - 1992
Job President & Chief Editor at Transaction Directory, LLC
Industry Banking
Experience
Transaction Directory, LLC March 2012 - Present
BraMicMar Solutions 2003 - Present
Open Solutions 2006 - 2007
Regulus 1998 - 2002
ABN AMRO 1995 - 1998
Northern Trust Bank 1988 - 1992
Northern Trust 1988 - 1992
Skills
Strategic Planning, Product Development, Cash Management, Banking, Business Strategy, Process Improvement, Operations Management, Compliance, Product Management, Risk Management, Payments, ACH, Commercial Banking, Account Management, Credit Cards, Financial Services, Financial Institutions, Start-ups, Relationship Management, Executive Management, Electronic Payments, Treasury Management, Payment Systems, Sales, Portfolio Management, Retail Banking, Strategy, Credit, Mergers & Acquisitions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1995
Master of Business Administration (M.B.A.), Service Sector Management
Northern Illinois University 1983 — 1988
BS, Economics
Oak Lawn Community High School 1979 — 1983
Transaction Directory, LLC March 2012 - Present
BraMicMar Solutions 2003 - Present
Open Solutions 2006 - 2007
Regulus 1998 - 2002
ABN AMRO 1995 - 1998
Northern Trust Bank 1988 - 1992
Northern Trust 1988 - 1992
Skills
Strategic Planning, Product Development, Cash Management, Banking, Business Strategy, Process Improvement, Operations Management, Compliance, Product Management, Risk Management, Payments, ACH, Commercial Banking, Account Management, Credit Cards, Financial Services, Financial Institutions, Start-ups, Relationship Management, Executive Management, Electronic Payments, Treasury Management, Payment Systems, Sales, Portfolio Management, Retail Banking, Strategy, Credit, Mergers & Acquisitions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1995
Master of Business Administration (M.B.A.), Service Sector Management
Northern Illinois University 1983 — 1988
BS, Economics
Oak Lawn Community High School 1979 — 1983
Eric Manis Eric Manis's Northern Trust Experience September 2007 - Present
Job Team Leader Operations Control at Northern Trust
Industry Banking
Experience
Northern Trust September 2007 - Present
The Northern Trust September 2007 - September 2011
Skills
Financial Analysis, Risk Management, Microsoft Office, Finance, Banking, Asset Management, Customer Service, Process Improvement, Financial Modeling, Investments, Financial Reporting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2012
MBA, Leadership and Change Management
University of Missouri-Kansas City 2004 — 2007
Northern Trust September 2007 - Present
The Northern Trust September 2007 - September 2011
Skills
Financial Analysis, Risk Management, Microsoft Office, Finance, Banking, Asset Management, Customer Service, Process Improvement, Financial Modeling, Investments, Financial Reporting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2012
MBA, Leadership and Change Management
University of Missouri-Kansas City 2004 — 2007
Randy Orr's Northern Trust Experience November 2012 - Present
Job
Industry Investment Banking
Experience
Northern Trust November 2012 - Present
Northern Trust June 2005 - October 2012
Skills
Trading, Bloomberg, Securities, Securities Lending, Equities, Financial Markets, Financial Analysis, Fixed Income, Business Analysis, Process Improvement, Investments, Product Development, Microsoft Office, Microsoft Excel, Excel, Investment Banking, Change Management, Securities Market, Scripting, SharePoint, Middle Office, Trading Systems, Settlement, Capital Markets, Options, Alternative Investments, Bonds, Back Office, Asset Management, Collateral Management, Financial Services, Financial Modeling, Corporate Actions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1997
MBA, international business
University of Colorado Boulder 1985 — 1989
BS, Finance
Northern Trust November 2012 - Present
Northern Trust June 2005 - October 2012
Skills
Trading, Bloomberg, Securities, Securities Lending, Equities, Financial Markets, Financial Analysis, Fixed Income, Business Analysis, Process Improvement, Investments, Product Development, Microsoft Office, Microsoft Excel, Excel, Investment Banking, Change Management, Securities Market, Scripting, SharePoint, Middle Office, Trading Systems, Settlement, Capital Markets, Options, Alternative Investments, Bonds, Back Office, Asset Management, Collateral Management, Financial Services, Financial Modeling, Corporate Actions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1997
MBA, international business
University of Colorado Boulder 1985 — 1989
BS, Finance
Lester Brol, CFA's Northern Trust Experience 1984 - 1990
Job
Industry Financial Services
Experience
Thornapple Associates, Inc. May 2012 - Present
University of Alabama in Huntsville August 2010 - Present
Brol Capital Management, LLC June 2010 - Present
ITG April 2000 - January 2010
Plexus Group 2000 - January 2010
CBOE 1990 - 1992
Northern Trust 1984 - 1990
Skills
Investments, Asset Allocation, Portfolio Management, Corporate Finance, Alternative Investments, Mutual Funds, Securities, Financial Analysis, Equity Trading, Investment Strategies, Business Valuation, Forecasting, Process Consulting, Indexing, Equity Derivatives, Equity Research, Options Strategies, Business Process..., Strategic Financial..., Institutional Equity..., Transaction Cost..., Finanacial Modeling, Financial Planning, Client Service, Product Development, Public Speaking, Presentations, Trading
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1981 — 1983
MBA, Finance and Investments
Illinois State University 1977 — 1981
BS, Finance & Economics
Thornapple Associates, Inc. May 2012 - Present
University of Alabama in Huntsville August 2010 - Present
Brol Capital Management, LLC June 2010 - Present
ITG April 2000 - January 2010
Plexus Group 2000 - January 2010
CBOE 1990 - 1992
Northern Trust 1984 - 1990
Skills
Investments, Asset Allocation, Portfolio Management, Corporate Finance, Alternative Investments, Mutual Funds, Securities, Financial Analysis, Equity Trading, Investment Strategies, Business Valuation, Forecasting, Process Consulting, Indexing, Equity Derivatives, Equity Research, Options Strategies, Business Process..., Strategic Financial..., Institutional Equity..., Transaction Cost..., Finanacial Modeling, Financial Planning, Client Service, Product Development, Public Speaking, Presentations, Trading
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1981 — 1983
MBA, Finance and Investments
Illinois State University 1977 — 1981
BS, Finance & Economics
Michael Marciniec, PMP's Northern Trust Experience June 2010 - June 2013
Job Senior Project Manager at Truckstop.com
Industry Financial Services
Experience
Truckstop.com July 2015 - Present
Northern Trust Corporation November 2014 - July 2015
The EXPERTS Bench June 2013 - October 2014
BMO Harris Bank June 2013 - October 2014
Northern Trust June 2010 - June 2013
Northern Trust June 2008 - May 2010
Morgan Stanley December 2003 - January 2008
Morgan Stanley April 2000 - December 2003
Capital Forensics May 1999 - April 2000
Merrill Lynch June 1998 - May 1999
Skills
Teamwork, Problem Solving, Stock, Team Leadership, Equities, Trading, Stocks, Fixed Income, Time Management, Customer Service, Cross-functional Team..., Creative Problem Solving, Results Oriented, Critical Thinking, Process Improvement, Fast Learner, Goal Oriented, Virtual Teams, Leadership, Strategy, Analysis, Business Analysis, Financial Services, Management, Portfolio Management, Finance, Banking, Risk Management, Project Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2008
MBA
Illinois Institute of Technology 2001 — 2002
University of Illinois at Urbana-Champaign 1994 — 1998
B.S.
Truckstop.com July 2015 - Present
Northern Trust Corporation November 2014 - July 2015
The EXPERTS Bench June 2013 - October 2014
BMO Harris Bank June 2013 - October 2014
Northern Trust June 2010 - June 2013
Northern Trust June 2008 - May 2010
Morgan Stanley December 2003 - January 2008
Morgan Stanley April 2000 - December 2003
Capital Forensics May 1999 - April 2000
Merrill Lynch June 1998 - May 1999
Skills
Teamwork, Problem Solving, Stock, Team Leadership, Equities, Trading, Stocks, Fixed Income, Time Management, Customer Service, Cross-functional Team..., Creative Problem Solving, Results Oriented, Critical Thinking, Process Improvement, Fast Learner, Goal Oriented, Virtual Teams, Leadership, Strategy, Analysis, Business Analysis, Financial Services, Management, Portfolio Management, Finance, Banking, Risk Management, Project Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2008
MBA
Illinois Institute of Technology 2001 — 2002
University of Illinois at Urbana-Champaign 1994 — 1998
B.S.
Kian Colestock, CBA, PMP's Northern Trust Experience June 2007 - June 2008
Job Executive Director & aCIO
Industry Information Technology and Services
Experience
UC Irvine December 2013 - Present
University of California, San Diego June 2008 - December 2013
Northern Trust June 2007 - June 2008
AON Corp April 1999 - June 2007
Maxim Group June 1998 - April 1999
Skills
Conflict Resolution, SDLC, Business Strategy, Forecasting, Project Planning, Business Process..., Information Technology..., Business Architecture, E-commerce, Business Intelligence, Process Modeling, Software Design, J2EE Application..., .NET, COBOL, z/OS, DB2, SQL, CICS, IDMS, Oracle, Senior Executive..., Software Development, Application Portfolio..., Program Management, Client Relationship..., Budget Creation &..., Enterprise Architecture, Leadership, IT Strategy, Information Technology, Visio, CRM
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
M.B.A., Information Systems Management & Ecommerce
University of Iowa
B.A., Political Science
UC Irvine December 2013 - Present
University of California, San Diego June 2008 - December 2013
Northern Trust June 2007 - June 2008
AON Corp April 1999 - June 2007
Maxim Group June 1998 - April 1999
Skills
Conflict Resolution, SDLC, Business Strategy, Forecasting, Project Planning, Business Process..., Information Technology..., Business Architecture, E-commerce, Business Intelligence, Process Modeling, Software Design, J2EE Application..., .NET, COBOL, z/OS, DB2, SQL, CICS, IDMS, Oracle, Senior Executive..., Software Development, Application Portfolio..., Program Management, Client Relationship..., Budget Creation &..., Enterprise Architecture, Leadership, IT Strategy, Information Technology, Visio, CRM
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
M.B.A., Information Systems Management & Ecommerce
University of Iowa
B.A., Political Science
Joseph M. Paszkiewicz, CFA's Northern Trust Experience 2000 - 2006
Job Principal at JMP Analytical Services
Industry Investment Management
Experience
JMP Analytical Services 1999 - Present
Spectrum Global Fund Administration 2007 - 2008
ABN AMRO 2006 - 2007
Northern Trust 2000 - 2006
Marc J. Lane & Company 1997 - 1999
Skills
Hedge Funds, Portfolio Management, Equities, Investments, Finance, Securities, Asset Management, Valuation, Capital Markets, Mutual Funds, Investment Management
Education
Chartered Financial Analyst (CFA) Program
CFA Charter
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Iowa
BBA, Finance
JMP Analytical Services 1999 - Present
Spectrum Global Fund Administration 2007 - 2008
ABN AMRO 2006 - 2007
Northern Trust 2000 - 2006
Marc J. Lane & Company 1997 - 1999
Skills
Hedge Funds, Portfolio Management, Equities, Investments, Finance, Securities, Asset Management, Valuation, Capital Markets, Mutual Funds, Investment Management
Education
Chartered Financial Analyst (CFA) Program
CFA Charter
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Iowa
BBA, Finance
Jamie Friedle's Northern Trust Experience July 1997 - November 1998
Job Asst VP Sr. Financial Analyst at Bank of America
Industry Financial Services
Experience
Bank of America August 2006 - Present
RSM McGladrey / American Express Tax and Business Services July 2004 - August 2006
GE Capital / Heller Financial February 2001 - July 2002
Hyatt International Corp. November 1998 - February 2001
Northern Trust July 1997 - November 1998
Skills
Financial Analysis, Forecasting, PowerPoint, Budgets, Microsoft Excel, Private Equity, Budgeting, Reporting & Analysis, Financial Reporting, Financial Modeling, Variance Analysis, Budget Analysis, Corporate Finance, Analytics, Metrics, Banking, Financial Planning, Microsoft Word, Essbase, SQL, Month End Close, G/L Reconciliations, Partnering, Expense Allocation, SOX, Investments, Finance, Account Reconciliation, Accounting, Analysis, General Ledger
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
MBA, Finance
Saginaw Valley State University - College of Business and Management 1994 — 1997
BA, Finance & Accounting
Bank of America August 2006 - Present
RSM McGladrey / American Express Tax and Business Services July 2004 - August 2006
GE Capital / Heller Financial February 2001 - July 2002
Hyatt International Corp. November 1998 - February 2001
Northern Trust July 1997 - November 1998
Skills
Financial Analysis, Forecasting, PowerPoint, Budgets, Microsoft Excel, Private Equity, Budgeting, Reporting & Analysis, Financial Reporting, Financial Modeling, Variance Analysis, Budget Analysis, Corporate Finance, Analytics, Metrics, Banking, Financial Planning, Microsoft Word, Essbase, SQL, Month End Close, G/L Reconciliations, Partnering, Expense Allocation, SOX, Investments, Finance, Account Reconciliation, Accounting, Analysis, General Ledger
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
MBA, Finance
Saginaw Valley State University - College of Business and Management 1994 — 1997
BA, Finance & Accounting
Jan Exworthy's Northern Trust Experience October 2007 - April 2012
Job Seeks Organizational Development, Employee and Leadership Development
Industry Information Technology and Services
Experience
Northern Trust October 2007 - April 2012
IBM Global Services July 2005 - May 2007
IBM Global Services July 1999 - January 2005
JP Morgan Chase January 1992 - January 1999
Thomas Havey & Co January 1987 - January 1992
Education
Loyola University of Chicago 2005 — 2007
Organizational Development Certificate
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1997
MBA, Information Technology
University of Wisconsin-Milwaukee 1975 — 1980
BFA, Fine Art
Northern Trust October 2007 - April 2012
IBM Global Services July 2005 - May 2007
IBM Global Services July 1999 - January 2005
JP Morgan Chase January 1992 - January 1999
Thomas Havey & Co January 1987 - January 1992
Education
Loyola University of Chicago 2005 — 2007
Organizational Development Certificate
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1997
MBA, Information Technology
University of Wisconsin-Milwaukee 1975 — 1980
BFA, Fine Art
Jeffrey Vollman's Northern Trust Experience November 1997 - June 2006
Job Sr. Manager, Servicing Finance at HSBC
Industry Financial Services
Experience
HSBC October 2008 - Present
ABN AMRO/ LaSalle Bank November 2007 - April 2008
ABN AMRO June 2006 - October 2007
Northern Trust November 1997 - June 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investments, Banking, Risk Management, Strategic Financial..., Financial Reporting, Asset Managment, Finance, Management
Education
University of Illinois at Urbana-Champaign 1992 — 1996
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2008
MBA, Finance
Yorkville High School
HSBC October 2008 - Present
ABN AMRO/ LaSalle Bank November 2007 - April 2008
ABN AMRO June 2006 - October 2007
Northern Trust November 1997 - June 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investments, Banking, Risk Management, Strategic Financial..., Financial Reporting, Asset Managment, Finance, Management
Education
University of Illinois at Urbana-Champaign 1992 — 1996
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2008
MBA, Finance
Yorkville High School
Deborah Koch's Northern Trust Experience May 2003 - Present
Job Senior Executive / Strategist / Advisor / Fund & Portfolio Management / Shareholder Value Creation / Technology Sector
Industry Financial Services
Experience
Northern Trust May 2003 - Present
Strong Capital Management November 2000 - May 2003
Scudder Kemper Investments 1992 - 2000
Stein Roe & Farnham August 1987 - August 1992
Skills
Portfolio Management, Competitive Analysis, Mutual Funds, Valuation, Equities, Equity Research, Investments, Management, Financial Modeling, Financial Analysis, Private Equity, Alternative Investments, Industry Analysis, Capital Markets, Business Strategy, Report Writing, Client Presentation, Senior Executive..., Shareholder Value, Investment Strategies, Return on Investment..., Portfolio Optimization, Technology, Technology Investments, Long Term Business..., Managing Business Growth, Market Shifts, Wealth Management, Risk Analysis, Thought Leadership, Growth Environments, C-Level Relationships, Venture Capital, Diversified Investment..., Sustainability, Performance Improvement, Asset Allocation, Executive Leadership, Revenue & Profit Growth, Equity Capital Markets, Interviewing C-Level..., New Client Acquisitions, Future Trends, Investor Relations, Board Relations, Earnings & Valuation..., Multinational..., Early Stage Companies, Navigating Volatile...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1985 — 1987
MBA, Finance
University of Rhode Island 1981 — 1983
BS, Finance
Joliet West - Go Tigers!
Northern Trust May 2003 - Present
Strong Capital Management November 2000 - May 2003
Scudder Kemper Investments 1992 - 2000
Stein Roe & Farnham August 1987 - August 1992
Skills
Portfolio Management, Competitive Analysis, Mutual Funds, Valuation, Equities, Equity Research, Investments, Management, Financial Modeling, Financial Analysis, Private Equity, Alternative Investments, Industry Analysis, Capital Markets, Business Strategy, Report Writing, Client Presentation, Senior Executive..., Shareholder Value, Investment Strategies, Return on Investment..., Portfolio Optimization, Technology, Technology Investments, Long Term Business..., Managing Business Growth, Market Shifts, Wealth Management, Risk Analysis, Thought Leadership, Growth Environments, C-Level Relationships, Venture Capital, Diversified Investment..., Sustainability, Performance Improvement, Asset Allocation, Executive Leadership, Revenue & Profit Growth, Equity Capital Markets, Interviewing C-Level..., New Client Acquisitions, Future Trends, Investor Relations, Board Relations, Earnings & Valuation..., Multinational..., Early Stage Companies, Navigating Volatile...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1985 — 1987
MBA, Finance
University of Rhode Island 1981 — 1983
BS, Finance
Joliet West - Go Tigers!
Carina Sawaya's Northern Trust Experience 2008 - 2011
Job Consultant CCAR
Industry Banking
Experience
BMO Harris Bank 2012 - Present
Northern Trust 2008 - 2011
ABN AMRO / LaSalle Bank N.A. 2004 - 2008
Bank of America (formerly Lasalle Bank) 2004 - 2008
Northern Trust 1998 - 2004
Roberts, Glore & Company 1995 - 1998
Skills
Basel II, Banking, Financial Risk, Credit Risk, Portfolio Management, Economic Capital, Analysis, Risk Management, Strategy, Business Analysis, Finance, SDLC, Financial Services
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Financial Investments
Indiana State University - Scott College of Business
BS, Bus Mgmt, minor in Economics
BMO Harris Bank 2012 - Present
Northern Trust 2008 - 2011
ABN AMRO / LaSalle Bank N.A. 2004 - 2008
Bank of America (formerly Lasalle Bank) 2004 - 2008
Northern Trust 1998 - 2004
Roberts, Glore & Company 1995 - 1998
Skills
Basel II, Banking, Financial Risk, Credit Risk, Portfolio Management, Economic Capital, Analysis, Risk Management, Strategy, Business Analysis, Finance, SDLC, Financial Services
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Financial Investments
Indiana State University - Scott College of Business
BS, Bus Mgmt, minor in Economics
Jen Luerssen's Northern Trust Experience March 2011 - Present
Job Vice President at Northern Trust
Industry Information Technology and Services
Experience
Northern Trust March 2011 - Present
Aon Corporation March 2008 - February 2011
LaSalle Bank Services Company March 1999 - March 2008
KPMG Consulting March 1997 - March 1999
Bank of America March 1993 - March 1997
Skills
PMO, Risk Management, MS Project, Project Management, Process Improvement, Cross-functional Team..., Vendor Management, Program Management, SDLC, Business Analysis, Management, Outsourcing, Leadership, PMP, Microsoft Project
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1995
MBA, Finance
University of Iowa 1984 — 1988
Bachelors of Science, Business Administration
Northern Trust March 2011 - Present
Aon Corporation March 2008 - February 2011
LaSalle Bank Services Company March 1999 - March 2008
KPMG Consulting March 1997 - March 1999
Bank of America March 1993 - March 1997
Skills
PMO, Risk Management, MS Project, Project Management, Process Improvement, Cross-functional Team..., Vendor Management, Program Management, SDLC, Business Analysis, Management, Outsourcing, Leadership, PMP, Microsoft Project
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1995
MBA, Finance
University of Iowa 1984 — 1988
Bachelors of Science, Business Administration
Maureen Penzenik's Northern Trust Experience September 2006 - Present
Job Sr. Solutions Architect Business Intelligence at Northern Trust Company
Industry Banking
Experience
Northern Trust September 2006 - Present
RR Donnelley 2002 - 2006
NTE 2000 - 2002
McDonald's 1992 - 2000
Northern Trust 1986 - 1992
Shand Morahan 1984 - 1986
Life Assurance Company of Pennsylvania 1981 - 1984
Skills
Data Warehousing, Business Intelligence, Enterprise Architecture, Business Analysis, DB2, Data Integration, Data Modeling, Data Profiling, Data Quality, Data Warehouse..., Dimensional Modeling, ETL, IT Strategy, Integration, Master Data Management, Requirements Analysis, SDLC, Solution Architecture
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1995
Masters, Business Admin - Management Information Systems
Drake University 1977 — 1981
Bachelors, Business Administration
Northern Trust September 2006 - Present
RR Donnelley 2002 - 2006
NTE 2000 - 2002
McDonald's 1992 - 2000
Northern Trust 1986 - 1992
Shand Morahan 1984 - 1986
Life Assurance Company of Pennsylvania 1981 - 1984
Skills
Data Warehousing, Business Intelligence, Enterprise Architecture, Business Analysis, DB2, Data Integration, Data Modeling, Data Profiling, Data Quality, Data Warehouse..., Dimensional Modeling, ETL, IT Strategy, Integration, Master Data Management, Requirements Analysis, SDLC, Solution Architecture
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1995
Masters, Business Admin - Management Information Systems
Drake University 1977 — 1981
Bachelors, Business Administration
Peter Matteucci's Northern Trust Experience VPBank One1985 - 2006
Job VP/Senior Business Analyst at Northern Trust
Industry Investment Management
Experience
Northern Trust VPBank One1985 - 2006
Skills
Derivatives, Trading Systems, Equities, Back Office, Fixed Income, Capital Markets, Options, FX Options, SDLC, Middle Office, Electronic Trading, Securities, Settlement, Equity Derivatives, Bonds, Prime Brokerage, Interest Rate..., Swaps, Credit Derivatives, Bloomberg, Hedge Funds, Trading, Market Risk, Financial Markets, Structured Products, Alternative Investments, Investment Banking, Financial Services
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1982 — 1985
Northern Trust VPBank One1985 - 2006
Skills
Derivatives, Trading Systems, Equities, Back Office, Fixed Income, Capital Markets, Options, FX Options, SDLC, Middle Office, Electronic Trading, Securities, Settlement, Equity Derivatives, Bonds, Prime Brokerage, Interest Rate..., Swaps, Credit Derivatives, Bloomberg, Hedge Funds, Trading, Market Risk, Financial Markets, Structured Products, Alternative Investments, Investment Banking, Financial Services
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1982 — 1985
Jason Zak's Northern Trust Experience 2004 - 2007
Job Senior Industry Market Analyst Private Equity at BDO USA, LLP
Industry Financial Services
Experience
BDO USA, LLP February 2015 - Present
Leavitt Capital Management June 2007 - February 2015
Northern Trust 2004 - 2007
Northern Trust 2004 - 2007
Skills
Fixed Income, Portfolio Management, Investments, Bloomberg, Hedge Funds, Alternative Investments, Asset Management, Asset Allocation, Equities, Financial Modeling, Investment Strategies
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2007
MBA, Finance
University of Iowa 2000 — 2004
Finance
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
BDO USA, LLP February 2015 - Present
Leavitt Capital Management June 2007 - February 2015
Northern Trust 2004 - 2007
Northern Trust 2004 - 2007
Skills
Fixed Income, Portfolio Management, Investments, Bloomberg, Hedge Funds, Alternative Investments, Asset Management, Asset Allocation, Equities, Financial Modeling, Investment Strategies
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2007
MBA, Finance
University of Iowa 2000 — 2004
Finance
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
Darryl Luke's Northern Trust Experience
Job Cash Management Analyst Northern Trust
Industry Banking
Experience
Northern Trust
Skills
Cash Management, Fixed Income, Banking, Treasury Management, Equities, Investments, Collateral Management, Financial Analysis, Liquidity Management, FX Options
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1997
Northern Trust
Skills
Cash Management, Fixed Income, Banking, Treasury Management, Equities, Investments, Collateral Management, Financial Analysis, Liquidity Management, FX Options
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1997
Jeffrey Vrabel's Northern Trust Experience July 2010 - May 2011
Job Retail Division Finance Officer at First Midwest Bank
Industry Banking
Experience
First Midwest Bank July 2013 - Present
First Midwest Bank February 2013 - June 2013
First Midwest Bank June 2011 - February 2013
Northern Trust July 2010 - May 2011
Northern Trust November 2006 - June 2010
Northern Trust March 2005 - November 2006
Skills
Financial Analysis, Corporate Finance, Asset Management, Financial Reporting, Valuation, Capital Markets, Cost Accounting, Accounting, Financial Modeling, Process Improvement, Investments, Mutual Funds, Portfolio Management, Finance, Banking, Strategic Financial...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2015 — 2017
Behavioral Finance
Valparaiso University 2000 — 2004
Bachelors of Science, Finance
First Midwest Bank July 2013 - Present
First Midwest Bank February 2013 - June 2013
First Midwest Bank June 2011 - February 2013
Northern Trust July 2010 - May 2011
Northern Trust November 2006 - June 2010
Northern Trust March 2005 - November 2006
Skills
Financial Analysis, Corporate Finance, Asset Management, Financial Reporting, Valuation, Capital Markets, Cost Accounting, Accounting, Financial Modeling, Process Improvement, Investments, Mutual Funds, Portfolio Management, Finance, Banking, Strategic Financial...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2015 — 2017
Behavioral Finance
Valparaiso University 2000 — 2004
Bachelors of Science, Finance
Eric Bush's Northern Trust Experience June 2010 - Present
Job Vice President Financial Analysis, Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust June 2010 - Present
Northern Trust December 2007 - June 2010
Northern Trust October 2005 - December 2007
Andrew Corporation September 2003 - October 2005
McGladrey June 2000 - September 2003
Skills
Registered CPA in..., Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Internal Audit, Internal Controls, Auditing, Financial Modeling, Finance, Hyperion Enterprise, Process Improvement, Accounting, Financial Accounting, Analysis, Risk Management, Banking, Financial Services, Enterprise Risk..., US GAAP, Financial Planning, Forecasting, Corporate Finance, Financial Risk, Microsoft Excel
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MBA, Finance
Northern Illinois University 1997 — 2000
B.S., Accountancy
Northern Trust June 2010 - Present
Northern Trust December 2007 - June 2010
Northern Trust October 2005 - December 2007
Andrew Corporation September 2003 - October 2005
McGladrey June 2000 - September 2003
Skills
Registered CPA in..., Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Internal Audit, Internal Controls, Auditing, Financial Modeling, Finance, Hyperion Enterprise, Process Improvement, Accounting, Financial Accounting, Analysis, Risk Management, Banking, Financial Services, Enterprise Risk..., US GAAP, Financial Planning, Forecasting, Corporate Finance, Financial Risk, Microsoft Excel
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MBA, Finance
Northern Illinois University 1997 — 2000
B.S., Accountancy
Joanna Mattia's Northern Trust Experience June 2014 - Present
Job Campus Recruiting Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust June 2014 - Present
Northern Trust May 2011 - June 2014
Northern Trust August 2005 - May 2010
Marcus Evans February 2002 - August 2005
BP 2001 - 2002
Skills
Event Management, Recruiting, Coaching, Event Planning, Negotiation, Relationship Management, Vendor Management, Project Management, Contract Negotiation, Marketing Communications, Talent Identification, Recruiting Strategy, Marketing, Leadership, Program Management, Customer Service, Management, Budget Management, Presentation Skills
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA
Indiana University Bloomington
Northern Trust June 2014 - Present
Northern Trust May 2011 - June 2014
Northern Trust August 2005 - May 2010
Marcus Evans February 2002 - August 2005
BP 2001 - 2002
Skills
Event Management, Recruiting, Coaching, Event Planning, Negotiation, Relationship Management, Vendor Management, Project Management, Contract Negotiation, Marketing Communications, Talent Identification, Recruiting Strategy, Marketing, Leadership, Program Management, Customer Service, Management, Budget Management, Presentation Skills
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA
Indiana University Bloomington
Kandiah Kanagandram's Northern Trust Experience
Job Project Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust
Skills
Business Process..., Financial Services, Business Analysis, Fixed Income, Middle Office, Management, Portfolio Management, Project Management, Project Portfolio..., Risk Management, SDLC, Software Project..., Vendor Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1998
Northern Trust
Skills
Business Process..., Financial Services, Business Analysis, Fixed Income, Middle Office, Management, Portfolio Management, Project Management, Project Portfolio..., Risk Management, SDLC, Software Project..., Vendor Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1998
Ania Dedio's Northern Trust Experience 2001 - 2007
Job Counsel at NAV Consulting, Inc.
Industry Law Practice
Experience
NAV Consulting, Inc. 2012 - Present
NAV Consulting, Inc. 2009 - 2011
David Wells & Associates, P.C. 2008 - 2009
Northern Trust 2001 - 2007
Zurich Scudder Investments 2001 - 2001
Skills
Courts, Litigation, Financial Services, Commercial Litigation, Civil Litigation, Financial Analysis, Fund Administration, Estate Planning, Legal Research, Legal Writing, Westlaw, Corporate Governance, Hedge Funds, Securities
Education
DePaul University College of Law 2002 — 2007
Juris Doctor with Certificate in International & Comparative Law
DePaul University College of Commerce 1997 — 2000
Bachelor of Science in Commerce with Major in Finance
NAV Consulting, Inc. 2012 - Present
NAV Consulting, Inc. 2009 - 2011
David Wells & Associates, P.C. 2008 - 2009
Northern Trust 2001 - 2007
Zurich Scudder Investments 2001 - 2001
Skills
Courts, Litigation, Financial Services, Commercial Litigation, Civil Litigation, Financial Analysis, Fund Administration, Estate Planning, Legal Research, Legal Writing, Westlaw, Corporate Governance, Hedge Funds, Securities
Education
DePaul University College of Law 2002 — 2007
Juris Doctor with Certificate in International & Comparative Law
DePaul University College of Commerce 1997 — 2000
Bachelor of Science in Commerce with Major in Finance
Jillian Hersted's Northern Trust Experience August 2008 - March 2013
Job Business Owner of The Creamery
Industry Food & Beverages
Experience
The Creamery May 2015 - Present
Northern Trust August 2008 - March 2013
Northern Trust April 2004 - August 2008
Northern Trust April 2002 - April 2004
Ciarlette & Robbins, LLP August 2001 - May 2002
Skills
Series 7, Series 63, Asset Allocation, Mutual Funds, Financial Services, Asset Management, Investments, Equities, Investment Strategies, Hedge Funds, Wealth Management, Investment Management, Fixed Income, Securities, Portfolio Management, Alternative Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2004
MBA, Marketing Management
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
Bachelors, Marketing
The Creamery May 2015 - Present
Northern Trust August 2008 - March 2013
Northern Trust April 2004 - August 2008
Northern Trust April 2002 - April 2004
Ciarlette & Robbins, LLP August 2001 - May 2002
Skills
Series 7, Series 63, Asset Allocation, Mutual Funds, Financial Services, Asset Management, Investments, Equities, Investment Strategies, Hedge Funds, Wealth Management, Investment Management, Fixed Income, Securities, Portfolio Management, Alternative Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2004
MBA, Marketing Management
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
Bachelors, Marketing
Brandon Rolek's Northern Trust Experience 1997 - Present
Job Senior Vice President & Senior Relationship Manager at Northern Trust
Industry Banking
Experience
Northern Trust 1997 - Present
Education
DePauw University 1993 — 1997
Northern Trust 1997 - Present
Education
DePauw University 1993 — 1997
Jill Helenbrook's Northern Trust Experience 1993 - 2000
Job Vice President at Walgreens Boots Alliance
Industry Information Technology and Services
Experience
Walgreens Boots Alliance February 2015 - Present
Walgreens 2013 - January 2015
Walgreens 2010 - 2013
JPMorgan Chase 2001 - 2010
William Blair and Company 2000 - 2001
Northern Trust 1993 - 2000
Skills
Business Analysis, Business Strategy, CRM, Management, Strategy, Project Planning, Risk Management, Financial Services, Integration, Healthcare, Financial Modeling, Team Management, Product Management, Business Development, Leadership, Vendor Management, Portfolio Management, Business Process, Product Development, Strategic Planning, Thought Leadership, Process Improvement, Finance, Internal Controls
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA)
University of Dayton
Bachelor of Science (BS), Finance
Walgreens Boots Alliance February 2015 - Present
Walgreens 2013 - January 2015
Walgreens 2010 - 2013
JPMorgan Chase 2001 - 2010
William Blair and Company 2000 - 2001
Northern Trust 1993 - 2000
Skills
Business Analysis, Business Strategy, CRM, Management, Strategy, Project Planning, Risk Management, Financial Services, Integration, Healthcare, Financial Modeling, Team Management, Product Management, Business Development, Leadership, Vendor Management, Portfolio Management, Business Process, Product Development, Strategic Planning, Thought Leadership, Process Improvement, Finance, Internal Controls
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA)
University of Dayton
Bachelor of Science (BS), Finance
Malik Karadsheh's Northern Trust Experience December 2007 - August 2011
Job Mentor at Chicago Scholars Foundation
Industry Investment Management
Experience
Chicago Scholars Foundation May 2014 - Present
S&P Capital IQ June 2012 - September 2013
Bank of America November 2011 - June 2012
Northern Trust December 2007 - August 2011
Smith Barney March 2006 - August 2006
Skills
Equities, Bloomberg, Fixed Income, Hedge Funds, Financial Modeling
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Corporate Finance
Iowa State University - College of Business 2003 — 2006
B.S., Finance
Chicago Scholars Foundation May 2014 - Present
S&P Capital IQ June 2012 - September 2013
Bank of America November 2011 - June 2012
Northern Trust December 2007 - August 2011
Smith Barney March 2006 - August 2006
Skills
Equities, Bloomberg, Fixed Income, Hedge Funds, Financial Modeling
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Corporate Finance
Iowa State University - College of Business 2003 — 2006
B.S., Finance
Susan Pattock's Northern Trust Experience July 1990 - April 2010
Job Senior Vice President at Miami Corporation
Industry Financial Services
Experience
Miami Corporation April 2010 - Present
Northern Trust July 1990 - April 2010
Skills
Mutual Funds, Pension Funds, Asset Managment, Hedge Funds, Equities, Investments, Wealth Management..., Estate Planning, Fixed Income, Strategic Financial..., Asset Allocation, Wealth Management, Asset Management, Securities, Alternative Investments, High Net Worth..., Investment Management, Investment Strategies
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Miami Corporation April 2010 - Present
Northern Trust July 1990 - April 2010
Skills
Mutual Funds, Pension Funds, Asset Managment, Hedge Funds, Equities, Investments, Wealth Management..., Estate Planning, Fixed Income, Strategic Financial..., Asset Allocation, Wealth Management, Asset Management, Securities, Alternative Investments, High Net Worth..., Investment Management, Investment Strategies
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Angel Webb's Northern Trust Experience August 2012 - Present
Job Vice President Relationship Management
Industry Financial Services
Experience
Northern Trust August 2012 - Present
Northern Trust March 2011 - July 2012
Family Office Exchange July 2008 - June 2010
Fidelity Investments July 2006 - June 2008
Northern Trust 1994 - 2006
Northern Trust January 2002 - May 2005
Skills
Strategy, Wealth Management, Risk Management, Financial Services, Leadership, Business Development, Management, Banking, Global Operations, Global Strategy, Security Operations, Business Planning, Relationship Management, Mutual Funds, Asset Management, Fixed Income, Equities, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2001
MBA
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Accounting
Northern Trust August 2012 - Present
Northern Trust March 2011 - July 2012
Family Office Exchange July 2008 - June 2010
Fidelity Investments July 2006 - June 2008
Northern Trust 1994 - 2006
Northern Trust January 2002 - May 2005
Skills
Strategy, Wealth Management, Risk Management, Financial Services, Leadership, Business Development, Management, Banking, Global Operations, Global Strategy, Security Operations, Business Planning, Relationship Management, Mutual Funds, Asset Management, Fixed Income, Equities, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2001
MBA
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Accounting
Raje Kantamneni's Northern Trust Experience June 2008 - April 2012
Job Director, Supplier Governance & Business Strategy
Industry Information Technology and Services
Experience
The Coca-Cola Company May 2012 - Present
Northern Trust June 2008 - April 2012
Ford Motor Company September 2001 - June 2008
Skills
Outsourcing Management, Vendor Management, IT Strategy, IT Outsourcing, Outsourcing, IT Management, SDLC, Project Portfolio...
Education
University of Wisconsin-Madison 1998 — 2000
Master of Business Administration (M.B.A.), Information Technology & Risk Management
DePaul University College of Law 1992 — 1995
Doctor of Law (J.D.)
University of Wisconsin-Madison 1988 — 1991
Bachelor of Science (B.S.), English Language and Literature, General
The Coca-Cola Company May 2012 - Present
Northern Trust June 2008 - April 2012
Ford Motor Company September 2001 - June 2008
Skills
Outsourcing Management, Vendor Management, IT Strategy, IT Outsourcing, Outsourcing, IT Management, SDLC, Project Portfolio...
Education
University of Wisconsin-Madison 1998 — 2000
Master of Business Administration (M.B.A.), Information Technology & Risk Management
DePaul University College of Law 1992 — 1995
Doctor of Law (J.D.)
University of Wisconsin-Madison 1988 — 1991
Bachelor of Science (B.S.), English Language and Literature, General
Megan Hjertstedt's Northern Trust Experience July 2013 - Present
Job Supplier Relationship Manager at Northern Trust
Industry Program Development
Experience
Northern Trust July 2013 - Present
Capgemini October 2012 - July 2013
Capgemini August 2010 - November 2012
Northern Trust February 2008 - July 2010
Stryker Communications January 2007 - November 2007
ADP August 2005 - December 2006
Skills
Strategic Sourcing, Process Improvement, Vendor Management, Contract Negotiation, Supply Chain Management, Purchasing, Inventory Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2014
Master of Business Administration (M.B.A.), Operations Management and Supervision
University of Illinois at Urbana-Champaign 1999 — 2003
Northern Trust July 2013 - Present
Capgemini October 2012 - July 2013
Capgemini August 2010 - November 2012
Northern Trust February 2008 - July 2010
Stryker Communications January 2007 - November 2007
ADP August 2005 - December 2006
Skills
Strategic Sourcing, Process Improvement, Vendor Management, Contract Negotiation, Supply Chain Management, Purchasing, Inventory Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2014
Master of Business Administration (M.B.A.), Operations Management and Supervision
University of Illinois at Urbana-Champaign 1999 — 2003
Mike Battin's Northern Trust Experience April 2004 - Present
Job Vice President Portfolio Manager at Northern Trust
Industry Investment Management
Experience
Northern Trust April 2004 - Present
Skills
Asset Allocation, Equity Research, Bloomberg, Portfolio Management, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2011
MBA & MS, Finance
Western Michigan University 1999 — 2003
BS, Finance, General
Western Michigan University - Haworth College of Business 1998 — 2003
Bachelor of Business Administration (BBA)
Northern Trust April 2004 - Present
Skills
Asset Allocation, Equity Research, Bloomberg, Portfolio Management, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2011
MBA & MS, Finance
Western Michigan University 1999 — 2003
BS, Finance, General
Western Michigan University - Haworth College of Business 1998 — 2003
Bachelor of Business Administration (BBA)
Karen Mulcrone's Northern Trust Experience September 1999 - Present
Job Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust September 1999 - Present
Skills
Wealth Management, Asset Allocation, Asset Managment, Investments, Banking, Fixed Income, Equities, Performance Attribution, Mutual Funds, Project Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1999
MBA, Finance
Loras College 1988 — 1992
Bachlors, Finance
Northern Trust September 1999 - Present
Skills
Wealth Management, Asset Allocation, Asset Managment, Investments, Banking, Fixed Income, Equities, Performance Attribution, Mutual Funds, Project Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1999
MBA, Finance
Loras College 1988 — 1992
Bachlors, Finance
Karen Arenz's Northern Trust Experience March 1999 - June 1999
Job at Liberty Funds Group
Industry Financial Services
Experience
Liberty Funds Group October 2009 - Present
Prudential Prairie Path Realtors April 2004 - October 2008
Draper and Kramer Mortgage Corporation January 2006 - September 2007
Northern Trust March 1999 - June 1999
Royal Bank of Canada September 1995 - March 1999
Stein Roe & Farnham 1987 - 1993
Skills
Client Relations, Account Servicing, Relationship Management, Financial Analysis, Portfolio Management, Investments, Mortgage Lending, Fixed Income, Credit, Loans, Management, Finance, Sales, Marketing, Financial Risk, Strategy, Trading, Investment Management, Cash Management, Marketing Strategy
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1991
MBA, Business
Northern Illinois University 1983 — 1987
BS, Finance
Liberty Funds Group October 2009 - Present
Prudential Prairie Path Realtors April 2004 - October 2008
Draper and Kramer Mortgage Corporation January 2006 - September 2007
Northern Trust March 1999 - June 1999
Royal Bank of Canada September 1995 - March 1999
Stein Roe & Farnham 1987 - 1993
Skills
Client Relations, Account Servicing, Relationship Management, Financial Analysis, Portfolio Management, Investments, Mortgage Lending, Fixed Income, Credit, Loans, Management, Finance, Sales, Marketing, Financial Risk, Strategy, Trading, Investment Management, Cash Management, Marketing Strategy
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1991
MBA, Business
Northern Illinois University 1983 — 1987
BS, Finance
Jeff Benner's Northern Trust Experience January 1987 - Present
Job Senior Vice President Northern Trust
Industry Banking
Experience
Northern Trust January 1987 - Present
Northern Trust Global Investments January 1987 - Present
Large Financial Services Company headquartered in Chicago 1987 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1994
MBA, Finance
Illinois State University 1982 — 1986
Bachelors of Science, Finance and Economics
Northern Trust January 1987 - Present
Northern Trust Global Investments January 1987 - Present
Large Financial Services Company headquartered in Chicago 1987 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1994
MBA, Finance
Illinois State University 1982 — 1986
Bachelors of Science, Finance and Economics
Patrick Kohl's Northern Trust Experience October 1998 - Present
Job Sr. Portfolio Manager at Northern Trust
Industry Investment Management
Experience
Northern Trust October 1998 - Present
First Chicago NBD October 1993 - October 1998
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1992
MBA, Finance
St. Norbert College 1983 — 1987
BBA, Business Administration
Northern Trust October 1998 - Present
First Chicago NBD October 1993 - October 1998
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1992
MBA, Finance
St. Norbert College 1983 — 1987
BBA, Business Administration
Dawn Ripkey's Northern Trust Experience 1987 - 2000
Job Wealth Management Advisor, The Private Client Reserve of U.S.Bank
Industry Banking
Experience
US Bank Private Client Reserve August 2015 - Present
BMO Private Bank September 2013 - August 2015
BMO Harris Private Bank June 2011 - August 2013
Marshall & Ilsley Trust Company May 2003 - May 2011
Northern Trust 1987 - 2000
Skills
Wealth Management, Portfolio Management, Loans, Estate Planning, Banking, Commercial Banking, Asset Management, Credit Analysis, Investments, Commercial Lending, Retirement Planning, Equities, Small Business Lending, Asset Allocation, Risk Management, Investment Strategies, Strategic Financial..., Financial Analysis, Mortgage Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1994
MBA, Finance
Illinois Wesleyan University 1981 — 1985
Bachelor of Arts (B.A.), Business Administration and Management, General
US Bank Private Client Reserve August 2015 - Present
BMO Private Bank September 2013 - August 2015
BMO Harris Private Bank June 2011 - August 2013
Marshall & Ilsley Trust Company May 2003 - May 2011
Northern Trust 1987 - 2000
Skills
Wealth Management, Portfolio Management, Loans, Estate Planning, Banking, Commercial Banking, Asset Management, Credit Analysis, Investments, Commercial Lending, Retirement Planning, Equities, Small Business Lending, Asset Allocation, Risk Management, Investment Strategies, Strategic Financial..., Financial Analysis, Mortgage Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1994
MBA, Finance
Illinois Wesleyan University 1981 — 1985
Bachelor of Arts (B.A.), Business Administration and Management, General
Brent Reeder's Northern Trust Experience August 1998 - Present
Job Head of Domestic Equity Index Portfolio Management
Industry Investment Management
Experience
Northern Trust August 1998 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, Finance
DePauw University 1989 — 1993
BA, Economics
Northern Trust August 1998 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, Finance
DePauw University 1989 — 1993
BA, Economics
STEVE FARMER's Northern Trust Experience 1999 - 2003
Job Compliance Alternative Investments
Industry Investment Management
Experience
Northern Trust Asset Management February 2015 - Present
Board of Directors - National Society of Compliance Professionals December 2011 - Present
Mesirow Financial 2006 - February 2015
Northern Trust Global Investments 2003 - 2006
Northern Trust 1999 - 2003
Chicago Board of Trade 1996 - 1999
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Masters, Finance
Northern Illinois University
Bachelors, Finance
Northern Trust Asset Management February 2015 - Present
Board of Directors - National Society of Compliance Professionals December 2011 - Present
Mesirow Financial 2006 - February 2015
Northern Trust Global Investments 2003 - 2006
Northern Trust 1999 - 2003
Chicago Board of Trade 1996 - 1999
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Masters, Finance
Northern Illinois University
Bachelors, Finance
thomas kirkenmeier's Northern Trust Experience July 1992 - Present
Job Senior Vice President at Northern Trust
Industry Banking
Experience
Northern Trust July 1992 - Present
Northern Trust 1992 - 2009
Brown Brothers Harriman February 1982 - July 1992
Skills
Asset Allocation, Wealth Management, Asset Management, Fixed Income, Equities, Investment Strategies, Financial Analysis, Financial Modeling, Certified Financial..., Chartered Financial..., Chartered Life..., Registered CPA...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1980 — 1981
Master of Business Administration (MBA), Accounting
University of Illinois at Urbana-Champaign - College of Business 1973 — 1977
BS, Finance
Northern Trust July 1992 - Present
Northern Trust 1992 - 2009
Brown Brothers Harriman February 1982 - July 1992
Skills
Asset Allocation, Wealth Management, Asset Management, Fixed Income, Equities, Investment Strategies, Financial Analysis, Financial Modeling, Certified Financial..., Chartered Financial..., Chartered Life..., Registered CPA...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1980 — 1981
Master of Business Administration (MBA), Accounting
University of Illinois at Urbana-Champaign - College of Business 1973 — 1977
BS, Finance
Tim Zellmer's Northern Trust Experience February 1997 - October 1999
Job Financial Planning Expert at Allstate Investments
Industry Insurance
Experience
Allstate Investments March 2013 - Present
Allstate Investments July 2006 - Present
Allstate March 2005 - July 2006
Allstate Investments October 1999 - March 2005
Northern Trust February 1997 - October 1999
BMO Harris Bank February 1992 - February 1997
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1999
Master of Business Administration, Finance
University of Minnesota-Twin Cities 1987 — 1991
Bachelor of Science, Economics
Allstate Investments March 2013 - Present
Allstate Investments July 2006 - Present
Allstate March 2005 - July 2006
Allstate Investments October 1999 - March 2005
Northern Trust February 1997 - October 1999
BMO Harris Bank February 1992 - February 1997
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1999
Master of Business Administration, Finance
University of Minnesota-Twin Cities 1987 — 1991
Bachelor of Science, Economics
Shari Gilfillan's Northern Trust Experience 1993 - 1996
Job Equity Strategist at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management 2010 - Present
UBS Global Asset Management 1996 - 2009
Brinson Partners 1996 - 1998
Northern Trust 1993 - 1996
Skills
Equities, Asset Management, Portfolio Management, Equity Research, Investments, Risk Management, Asset Managment, Investment Strategies, Fixed Income, Asset Allocation, Trading, Bloomberg, Derivatives, Investment Banking, Analysis, Investment Management, Emerging Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2003
MBA, Finance
Miami University 1988 — 1992
Bachelor of Science in Business, Finance
UBS Global Asset Management 2010 - Present
UBS Global Asset Management 1996 - 2009
Brinson Partners 1996 - 1998
Northern Trust 1993 - 1996
Skills
Equities, Asset Management, Portfolio Management, Equity Research, Investments, Risk Management, Asset Managment, Investment Strategies, Fixed Income, Asset Allocation, Trading, Bloomberg, Derivatives, Investment Banking, Analysis, Investment Management, Emerging Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2003
MBA, Finance
Miami University 1988 — 1992
Bachelor of Science in Business, Finance
Jeff Kearny's Northern Trust Experience July 2012 - Present
Job N. American Business Development at Northern Trust
Industry Financial Services
Experience
Northern Trust July 2012 - Present
Korte & Associates Consulting, LLC July 2010 - July 2012
Mercer Investment Consulting March 1997 - April 2009
Skills
Asset Managment, Fixed Income, Institutional Investors, Equities, Investments, Pension Funds, Pensions, Portfolio Management, Investment Management, Endowments, Hedge Funds, Alternative Investments, Defined Benefit, Asset Allocation, Investment Advisory, Hedging, Investment Strategies, Derivatives, Bloomberg
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2005
MBA, Finance, with Distinction
Indiana University Bloomington 1990 — 1994
BA, Economics
Northern Trust July 2012 - Present
Korte & Associates Consulting, LLC July 2010 - July 2012
Mercer Investment Consulting March 1997 - April 2009
Skills
Asset Managment, Fixed Income, Institutional Investors, Equities, Investments, Pension Funds, Pensions, Portfolio Management, Investment Management, Endowments, Hedge Funds, Alternative Investments, Defined Benefit, Asset Allocation, Investment Advisory, Hedging, Investment Strategies, Derivatives, Bloomberg
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2005
MBA, Finance, with Distinction
Indiana University Bloomington 1990 — 1994
BA, Economics
Andrew Rakowski's Northern Trust Experience September 2000 - Present
Job SVP Marketing at Northern Trust
Industry Financial Services
Experience
Northern Trust September 2000 - Present
John Nuveen & Company 1999 - 2000
Van Kampen 1996 - 1999
Skills
Mutual Funds, Investments, Marketing Communications, Fixed Income, Marketing Strategy, Advertising, Digital Marketing, Equities, Alternative Investments, Marketing, Asset Allocation, Asset Management, Financial Services, Hedge Funds, Integrated Marketing, Email Marketing, Direct Marketing, Online Advertising, Social Media Marketing
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1991
MBA, Marketing
University of Dayton 1982 — 1986
BS Marketing, Marketing and Communications
Northern Trust September 2000 - Present
John Nuveen & Company 1999 - 2000
Van Kampen 1996 - 1999
Skills
Mutual Funds, Investments, Marketing Communications, Fixed Income, Marketing Strategy, Advertising, Digital Marketing, Equities, Alternative Investments, Marketing, Asset Allocation, Asset Management, Financial Services, Hedge Funds, Integrated Marketing, Email Marketing, Direct Marketing, Online Advertising, Social Media Marketing
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1991
MBA, Marketing
University of Dayton 1982 — 1986
BS Marketing, Marketing and Communications
Brian Spiewak, CIPM's Northern Trust Experience April 2012 - August 2014
Job Senior Performance Analyst at William Blair & Company
Industry Financial Services
Experience
William Blair & Company August 2014 - Present
Northern Trust April 2012 - August 2014
Northern Trust January 2009 - April 2012
Northern Trust May 2007 - January 2009
Skills
Performance Attribution, Bloomberg, Fixed Income, Asset Allocation, Mutual Funds, Equities, Hedge Funds, Alternative Investments, Securities, Asset Managment, Investments, Investment Strategies
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2015
Master of Business Administration (MBA), Finance
Illinois State University 1998 — 2002
Bachelor's degree, Marketing and Business Administration
William Blair & Company August 2014 - Present
Northern Trust April 2012 - August 2014
Northern Trust January 2009 - April 2012
Northern Trust May 2007 - January 2009
Skills
Performance Attribution, Bloomberg, Fixed Income, Asset Allocation, Mutual Funds, Equities, Hedge Funds, Alternative Investments, Securities, Asset Managment, Investments, Investment Strategies
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2015
Master of Business Administration (MBA), Finance
Illinois State University 1998 — 2002
Bachelor's degree, Marketing and Business Administration
David Heinz's Northern Trust Experience August 2001 - Present
Job VicePresident/Tax Team Leader at Northern Trust
Industry Accounting
Experience
Northern Trust August 2001 - Present
Skills
Accounting, Tax, Tax Returns, Account Reconciliation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2003
MBA, Finance
Southern Illinois University, Carbondale 1997 — 2000
B.S., Mathematics
Northern Trust August 2001 - Present
Skills
Accounting, Tax, Tax Returns, Account Reconciliation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2003
MBA, Finance
Southern Illinois University, Carbondale 1997 — 2000
B.S., Mathematics
Jud Baker's Northern Trust Experience July 2006 - Present
Job Derivative Product Manager at Northern Trust
Industry Banking
Experience
Northern Trust July 2006 - Present
Citadel Investment Group June 2004 - July 2006
Bank One 1997 - 2004
Skills
Derivatives, Fixed Income, Equity Derivatives, Equities, Hedge Funds, Capital Markets, Bloomberg, Financial Analysis, Financial Modeling, Credit Derivatives, FX Options, Options, Asset Managment, Securities, Alternative Investments, Investment Banking, Portfolio Management, Financial Markets, Investments, Valuation, Risk Management, Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2003
MBA, Finance
Ohio University 1994 — 1997
BBA, Finance, International Business
Northern Trust July 2006 - Present
Citadel Investment Group June 2004 - July 2006
Bank One 1997 - 2004
Skills
Derivatives, Fixed Income, Equity Derivatives, Equities, Hedge Funds, Capital Markets, Bloomberg, Financial Analysis, Financial Modeling, Credit Derivatives, FX Options, Options, Asset Managment, Securities, Alternative Investments, Investment Banking, Portfolio Management, Financial Markets, Investments, Valuation, Risk Management, Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2003
MBA, Finance
Ohio University 1994 — 1997
BBA, Finance, International Business
Anne Bingham's Northern Trust Experience April 2004 - October 2007
Job Private Banker at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank August 2013 - Present
KeyBank April 2011 - April 2013
Pease & Associates, Inc. June 2009 - April 2011
Case Western Reserve University November 2007 - November 2008
Northern Trust April 2004 - October 2007
J.P. Morgan September 2001 - April 2004
National City Bank 1996 - 2001
Bank One 1991 - 1996
Ameritrust 1986 - 1991
Skills
Financial Modeling, Private Banking, Banking, Credit, Loans, Valuation, Wealth Management, Portfolio Management, Commercial Banking, Financial Analysis, Private Equity, Mergers & Acquisitions, Credit Analysis, Commercial Lending, Investments, Treasury Management, Strategic Financial..., Capital Markets, Asset Management, Equities, Financial Services, Asset Allocation, Relationship Management, Mutual Funds, Financial Advisory, Financial Planning
Education
Indiana University - Kelley School of Business 1984 — 1986
MBA, Finance
DePauw University
BA, French
Kent Roosevelt
Fifth Third Bank August 2013 - Present
KeyBank April 2011 - April 2013
Pease & Associates, Inc. June 2009 - April 2011
Case Western Reserve University November 2007 - November 2008
Northern Trust April 2004 - October 2007
J.P. Morgan September 2001 - April 2004
National City Bank 1996 - 2001
Bank One 1991 - 1996
Ameritrust 1986 - 1991
Skills
Financial Modeling, Private Banking, Banking, Credit, Loans, Valuation, Wealth Management, Portfolio Management, Commercial Banking, Financial Analysis, Private Equity, Mergers & Acquisitions, Credit Analysis, Commercial Lending, Investments, Treasury Management, Strategic Financial..., Capital Markets, Asset Management, Equities, Financial Services, Asset Allocation, Relationship Management, Mutual Funds, Financial Advisory, Financial Planning
Education
Indiana University - Kelley School of Business 1984 — 1986
MBA, Finance
DePauw University
BA, French
Kent Roosevelt
Mary Morrissey's Northern Trust Experience August 2012 - Present
Job VP Sr. Risk Consultant
Industry Banking
Experience
Northern Trust August 2012 - Present
Northern Trust June 2005 - August 2012
The Northern Trust Company June 2000 - June 2005
Skills
Investments, Portfolio Management, Asset Management, Securities, Asset Allocation, Financial Analysis, Alternative Investments, Hedge Funds, Equities, Fixed Income, 401k, Financial Services
Education
DePaul University College of Law 1992 — 1995
Doctor of Law (J.D.)
Saint Mary's College 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
London School of Economics and Political Science 1990 — 1991
General Certificate, Political Science and Government
Northern Trust August 2012 - Present
Northern Trust June 2005 - August 2012
The Northern Trust Company June 2000 - June 2005
Skills
Investments, Portfolio Management, Asset Management, Securities, Asset Allocation, Financial Analysis, Alternative Investments, Hedge Funds, Equities, Fixed Income, 401k, Financial Services
Education
DePaul University College of Law 1992 — 1995
Doctor of Law (J.D.)
Saint Mary's College 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
London School of Economics and Political Science 1990 — 1991
General Certificate, Political Science and Government
Joann Leto's Northern Trust Experience 1994 - 1996
Job Financial Services Professional
Industry Financial Services
Experience
Leto Household 2004 - Present
Goldman Sachs 2003 - 2004
Goldman Sachs 2001 - 2003
Goldman Sachs 1998 - 2001
Goldman Sachs 1996 - 1998
Northern Trust 1994 - 1996
Skills
Fixed Income, Leadership, Management, Equities, Portfolio Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Iowa
BBA, Finance
Leto Household 2004 - Present
Goldman Sachs 2003 - 2004
Goldman Sachs 2001 - 2003
Goldman Sachs 1998 - 2001
Goldman Sachs 1996 - 1998
Northern Trust 1994 - 1996
Skills
Fixed Income, Leadership, Management, Equities, Portfolio Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Iowa
BBA, Finance
Larry Fumarolo's Northern Trust Experience August 2001 - Present
Job Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust August 2001 - Present
Skills
Asset Allocation, Series 7
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2001
M.B.A in Finance
Loyola University of Chicago 1990 — 1994
Northern Trust August 2001 - Present
Skills
Asset Allocation, Series 7
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2001
M.B.A in Finance
Loyola University of Chicago 1990 — 1994
Dan Forrer's Northern Trust Experience November 2012 - October 2013
Job Managing Director Internal Audit at The PrivateBank and Trust Company
Industry Financial Services
Experience
The PrivateBank and Trust Company November 2013 - Present
Northern Trust November 2012 - October 2013
Northern Trust August 2010 - October 2012
Ernst & Young January 2005 - August 2010
Skills
Auditing, Sarbanes-Oxley Act, SEC filings, Internal Controls, US GAAP, Financial Reporting, Financial Analysis, Accounting, GAAP, Internal Audit, Financial Accounting, Financial Modeling, Risk Management, Due Diligence, External Audit
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2004
Masters of Science, Finance and Financial Management Services
Miami University 1999 — 2003
Bachelors, Accounting
Nazareth Academy
The PrivateBank and Trust Company November 2013 - Present
Northern Trust November 2012 - October 2013
Northern Trust August 2010 - October 2012
Ernst & Young January 2005 - August 2010
Skills
Auditing, Sarbanes-Oxley Act, SEC filings, Internal Controls, US GAAP, Financial Reporting, Financial Analysis, Accounting, GAAP, Internal Audit, Financial Accounting, Financial Modeling, Risk Management, Due Diligence, External Audit
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2004
Masters of Science, Finance and Financial Management Services
Miami University 1999 — 2003
Bachelors, Accounting
Nazareth Academy
Tom Pfenning's Northern Trust Experience November 1973 - Present
Job Retired at Northern Trust
Industry Financial Services
Experience
Northern Trust November 1973 - Present
US Army February 1969 - April 1972
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1978 — 1980
Master of Business Administration (MBA), Business Administration and Management, General
Drake University 1964 — 1968
B.S, Political Science
Northern Trust November 1973 - Present
US Army February 1969 - April 1972
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1978 — 1980
Master of Business Administration (MBA), Business Administration and Management, General
Drake University 1964 — 1968
B.S, Political Science
Brad Camden, CFA's Northern Trust Experience
Job Director, Fixed Income Strategy
Industry Financial Services
Experience
Northern Trust
Skills
Asset Management, Fixed Income, Asset Allocation, Bloomberg, Portfolio Management, Equities, Mutual Funds, Investments, Alternative Investments, Hedge Funds
Education
DePauw University
Bachelor's degree, Economics
Northern Trust
Skills
Asset Management, Fixed Income, Asset Allocation, Bloomberg, Portfolio Management, Equities, Mutual Funds, Investments, Alternative Investments, Hedge Funds
Education
DePauw University
Bachelor's degree, Economics
Brett Malowitz's Northern Trust Experience November 2007 - Present
Job Section Manager U.S. and South American Corporate Actions at Northern Trust
Industry Financial Services
Experience
Northern Trust November 2007 - Present
Technical Coordinator April 2007 - November 2007
Northern Trust July 2006 - April 2007
State Street Corporation November 2005 - May 2006
Skills
Financial Analysis, Securities, Corporate Actions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Banking
McMaster University 1999 — 2003
Bachelor of Commerce (B.Com.), Finance and Economics
Northern Trust November 2007 - Present
Technical Coordinator April 2007 - November 2007
Northern Trust July 2006 - April 2007
State Street Corporation November 2005 - May 2006
Skills
Financial Analysis, Securities, Corporate Actions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Banking
McMaster University 1999 — 2003
Bachelor of Commerce (B.Com.), Finance and Economics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.