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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Northern Trust Employees
Employee
Years
Job
Industry
Josh De La Cruz Josh De La Cruz's Northern Trust Experience July 2013 - Present
Job Second Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust July 2013 - Present
Northern Trust 2007 - 2014
Northern Trust November 2011 - July 2013
Skills
Banking, Portfolio Management, Wealth Management, Loans, Credit, Asset Management, Mutual Funds, Equities, Leadership, Asset Allocation, Credit Analysis, Mortgage Lending, Investments, Retail Banking, Cross Selling, Consumer Lending, Fixed Income, Management, Team Management, Bilingual Communications, Spanish
Education
Grand Canyon University
Associate's Degree
Northern Trust July 2013 - Present
Northern Trust 2007 - 2014
Northern Trust November 2011 - July 2013
Skills
Banking, Portfolio Management, Wealth Management, Loans, Credit, Asset Management, Mutual Funds, Equities, Leadership, Asset Allocation, Credit Analysis, Mortgage Lending, Investments, Retail Banking, Cross Selling, Consumer Lending, Fixed Income, Management, Team Management, Bilingual Communications, Spanish
Education
Grand Canyon University
Associate's Degree
Natasha (Johnson) Potter, CFA, CFP® Natasha (Johnson) Potter, CFA, CFP®'s Northern Trust Experience September 2009 - Present
Job Portfolio Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust September 2009 - Present
Amegy Bank September 2007 - September 2009
Bank of America June 2004 - September 2007
Haines Financial Advisors 1996 - 2000
Haines Financial Advisors 1996 - 2000
Skills
Portfolio Management, Asset Allocation, Equities, Fixed Income, Wealth Management, Alternative Investments, Investment Strategies, Asset Management, Bloomberg, Investments, Mutual Funds
Education
Georgia State University - J. Mack Robinson College of Business 1995 — 1996
Bachelor of Business Administration (BBA), Finance
Georgia Institute of Technology 1990 — 1995
Northern Trust September 2009 - Present
Amegy Bank September 2007 - September 2009
Bank of America June 2004 - September 2007
Haines Financial Advisors 1996 - 2000
Haines Financial Advisors 1996 - 2000
Skills
Portfolio Management, Asset Allocation, Equities, Fixed Income, Wealth Management, Alternative Investments, Investment Strategies, Asset Management, Bloomberg, Investments, Mutual Funds
Education
Georgia State University - J. Mack Robinson College of Business 1995 — 1996
Bachelor of Business Administration (BBA), Finance
Georgia Institute of Technology 1990 — 1995
Brad Adams CFA Brad Adams CFA's Northern Trust Experience January 1999 - April 2007
Job Portfolio Manager at VennWell LLC
Industry Investment Management
Experience
VennWell LLC September 2014 - Present
Northern Trust Asset Management 2007 - 2012
Northern Trust January 1999 - April 2007
Northern Trust 1987 - 1999
Skills
Portfolio Management, Mutual Funds, Fixed Income, Asset Allocation, Investment Strategies, Securities, Institutional..., Product Management, Trading, Cash Management, Indexing, Proposal Writing, Stable Value, Performance & Due..., Financial Advisory, Securities Lending, RFP preparation, Characteristics..., Sales Presentations, Leadership
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (M.B.A.), Finance
Franklin & Marshall College
Bachelor of Arts (B.A.), Accounting
Millbury Memorial HS
VennWell LLC September 2014 - Present
Northern Trust Asset Management 2007 - 2012
Northern Trust January 1999 - April 2007
Northern Trust 1987 - 1999
Skills
Portfolio Management, Mutual Funds, Fixed Income, Asset Allocation, Investment Strategies, Securities, Institutional..., Product Management, Trading, Cash Management, Indexing, Proposal Writing, Stable Value, Performance & Due..., Financial Advisory, Securities Lending, RFP preparation, Characteristics..., Sales Presentations, Leadership
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (M.B.A.), Finance
Franklin & Marshall College
Bachelor of Arts (B.A.), Accounting
Millbury Memorial HS
Erin Carillo Erin Carillo's Northern Trust Experience February 1988 - August 1989
Job Administrative Assistant V at College of DuPage
Industry Law Practice
Experience
College of DuPage September 2012 - Present
Huck Bouma PC June 2005 - May 2012
Applegate & Thorne Thomsen August 1998 - October 2000
Schiff Hardin LLP June 1989 - August 1998
Northern Trust February 1988 - August 1989
Skills
Wills, Bankruptcy, Legal Research, Powers of Attorney, Estate Planning, Trusts
Education
Fox College Inc
College of DuPage September 2012 - Present
Huck Bouma PC June 2005 - May 2012
Applegate & Thorne Thomsen August 1998 - October 2000
Schiff Hardin LLP June 1989 - August 1998
Northern Trust February 1988 - August 1989
Skills
Wills, Bankruptcy, Legal Research, Powers of Attorney, Estate Planning, Trusts
Education
Fox College Inc
Mark E. Criner III Mark E. Criner III's Northern Trust Experience July 2011 - Present
Job Vice President Senior Estate Administrator at Northern Trust
Industry Financial Services
Experience
Northern Trust July 2011 - Present
Gila River Indian Community Law Office January 2011 - July 2011
Wagner, Falconer & Judd, Ltd. May 2002 - July 2010
Milavetz, Gallop & Milavetz, P.A. December 2000 - April 2002
Skills
Litigation, Civil Litigation, Family Law, Estate Planning, Legal Research, Customer Service, Estate Law, Legal Writing, Mediation, Commercial Litigation, Estate Administration, Courts, Bankruptcy, Trials, Westlaw, Trusts
Education
Hamline University School of Law 1994 — 1997
JD
Washburn University 1984 — 1988
Bachelor of Arts (B.A.), Communications/Pre-Law
Northern Trust July 2011 - Present
Gila River Indian Community Law Office January 2011 - July 2011
Wagner, Falconer & Judd, Ltd. May 2002 - July 2010
Milavetz, Gallop & Milavetz, P.A. December 2000 - April 2002
Skills
Litigation, Civil Litigation, Family Law, Estate Planning, Legal Research, Customer Service, Estate Law, Legal Writing, Mediation, Commercial Litigation, Estate Administration, Courts, Bankruptcy, Trials, Westlaw, Trusts
Education
Hamline University School of Law 1994 — 1997
JD
Washburn University 1984 — 1988
Bachelor of Arts (B.A.), Communications/Pre-Law
Richard DeNapoli Richard DeNapoli's Northern Trust Experience June 2008 - 2013
Job Chief Trust Officer at Trust Company
Industry Financial Services
Experience
Trust Company May 2015 - Present
MEMBERS Trust Company 2013 - Present
Northern Trust June 2008 - 2013
Law Offices of Richard DeNapoli 2003 - June 2008
Skills
Estate Planning, Securities, Trusts, Trust Services, Investments, Trust Management, Wealth Management, Retirement Planning, Asset Managment, Banking, Mutual Funds, Strategic Financial..., High Net Worth..., Investment Management, Investment Advisory, Retirement, Investment Strategies, Asset Allocation, Alternative Investments, Financial Services, Private Banking, Equities, Portfolio Management, Real Estate, Wealth Management..., Certified Financial..., Asset Management, Insurance, Commercial Lending, Financial Analysis, Mortgage Lending, Series 7, Finance, Wealth, Wills, Private Equity, Financial Advisory, Commercial Real Estate, Financial Planners, Due Diligence, Capital Markets, Mergers & Acquisitions, Hedge Funds, Fixed Income, Civil Litigation, Financial Planning, Public Speaking
Education
University of Miami School of Law 2007 — 2008
Master of Laws (LL.M.), Estate Planning
Fordham University School of Law 1999 — 2002
Doctor of Law (J.D.), Law
New York University 1997 — 1999
Bachelor of Arts (B.A.), Politics, Italian, 3.89
Trust Company May 2015 - Present
MEMBERS Trust Company 2013 - Present
Northern Trust June 2008 - 2013
Law Offices of Richard DeNapoli 2003 - June 2008
Skills
Estate Planning, Securities, Trusts, Trust Services, Investments, Trust Management, Wealth Management, Retirement Planning, Asset Managment, Banking, Mutual Funds, Strategic Financial..., High Net Worth..., Investment Management, Investment Advisory, Retirement, Investment Strategies, Asset Allocation, Alternative Investments, Financial Services, Private Banking, Equities, Portfolio Management, Real Estate, Wealth Management..., Certified Financial..., Asset Management, Insurance, Commercial Lending, Financial Analysis, Mortgage Lending, Series 7, Finance, Wealth, Wills, Private Equity, Financial Advisory, Commercial Real Estate, Financial Planners, Due Diligence, Capital Markets, Mergers & Acquisitions, Hedge Funds, Fixed Income, Civil Litigation, Financial Planning, Public Speaking
Education
University of Miami School of Law 2007 — 2008
Master of Laws (LL.M.), Estate Planning
Fordham University School of Law 1999 — 2002
Doctor of Law (J.D.), Law
New York University 1997 — 1999
Bachelor of Arts (B.A.), Politics, Italian, 3.89
Dan Scothorn Dan Scothorn's Northern Trust Experience September 2002 - June 2003
Job Senior Consultant Global Operations at Aon Hewitt
Industry Outsourcing/Offshoring
Experience
Aon Hewitt January 2013 - Present
Aon Hewitt July 2009 - December 2012
Hewitt Associates September 2006 - July 2010
Hewitt Associates June 2005 - September 2006
Hewitt Associates June 2003 - June 2005
Northern Trust September 2002 - June 2003
Northern Trust June 1997 - September 2002
Northern Trust September 1995 - June 1997
Hazelhurst & Associates December 1995 - September 1996
Georgia Duck & Cordage Mill June 1991 - December 1995
Skills
Lean Initiatives, Lean Sigma, HR Outsourcing, Certified Project..., Business Process..., BPO, Six Sigma, Process Improvement, Metrics, Lean Manufacturing, Outsourcing, Leadership, Management, PMP, Employee Benefits, Continuous Improvement, Project Management, Operational Excellence, Change Management, Business Transformation, Performance Management
Education
Georgia State University - J. Mack Robinson College of Business 1992 — 1995
Masters, Business Administration
Georgia Institute of Technology 1987 — 1992
Bachelors, Industrial Engineering
Aon Hewitt January 2013 - Present
Aon Hewitt July 2009 - December 2012
Hewitt Associates September 2006 - July 2010
Hewitt Associates June 2005 - September 2006
Hewitt Associates June 2003 - June 2005
Northern Trust September 2002 - June 2003
Northern Trust June 1997 - September 2002
Northern Trust September 1995 - June 1997
Hazelhurst & Associates December 1995 - September 1996
Georgia Duck & Cordage Mill June 1991 - December 1995
Skills
Lean Initiatives, Lean Sigma, HR Outsourcing, Certified Project..., Business Process..., BPO, Six Sigma, Process Improvement, Metrics, Lean Manufacturing, Outsourcing, Leadership, Management, PMP, Employee Benefits, Continuous Improvement, Project Management, Operational Excellence, Change Management, Business Transformation, Performance Management
Education
Georgia State University - J. Mack Robinson College of Business 1992 — 1995
Masters, Business Administration
Georgia Institute of Technology 1987 — 1992
Bachelors, Industrial Engineering
Lauren Craft's Northern Trust Experience July 2011 - July 2012
Job Manager of Project Development
Industry Renewables & Environment
Experience
SunEdison January 2015 - Present
SunEdison June 2014 - January 2015
NextEra Energy Resources June 2013 - August 2013
Northern Trust July 2011 - July 2012
Natural Resources Defense Council November 2009 - December 2010
Philippe Investment Management February 2005 - June 2006
White & Case July 2003 - February 2005
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Virginia
BA, Economics
The Benjamin School
Salutatorian
SunEdison January 2015 - Present
SunEdison June 2014 - January 2015
NextEra Energy Resources June 2013 - August 2013
Northern Trust July 2011 - July 2012
Natural Resources Defense Council November 2009 - December 2010
Philippe Investment Management February 2005 - June 2006
White & Case July 2003 - February 2005
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Virginia
BA, Economics
The Benjamin School
Salutatorian
Bridget Tully Bridget Tully's Northern Trust Experience May 2008 - August 2008
Job JD Candidate Class of 2017 at University of Chicago Law School
Industry Law Practice
Experience
University of Chicago Law School September 2014 - Present
Thomas M. Tully & Associates August 2012 - Present
Ventas, Inc. June 2015 - August 2015
Bank of America July 2010 - June 2012
University of Notre Dame August 2007 - July 2010
JMB Financial Advisors May 2009 - August 2009
Northern Trust May 2008 - August 2008
Northern Trust May 2007 - August 2007
City of Chicago June 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Data Analysis, Microsoft Excel, Investment Banking, PowerPoint, Research, Economics, Analysis, Social Media, Finance, Microsoft Office
Education
University of Chicago Law School 2014 — 2017
Doctor of Law (JD)
University of Notre Dame 2007 — 2010
Bachelor of Arts, Political Science and History
Georgetown University 2006 — 2007
St. Ignatius College Prep. 2002 — 2006
University of Chicago Law School September 2014 - Present
Thomas M. Tully & Associates August 2012 - Present
Ventas, Inc. June 2015 - August 2015
Bank of America July 2010 - June 2012
University of Notre Dame August 2007 - July 2010
JMB Financial Advisors May 2009 - August 2009
Northern Trust May 2008 - August 2008
Northern Trust May 2007 - August 2007
City of Chicago June 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Data Analysis, Microsoft Excel, Investment Banking, PowerPoint, Research, Economics, Analysis, Social Media, Finance, Microsoft Office
Education
University of Chicago Law School 2014 — 2017
Doctor of Law (JD)
University of Notre Dame 2007 — 2010
Bachelor of Arts, Political Science and History
Georgetown University 2006 — 2007
St. Ignatius College Prep. 2002 — 2006
Paulette Young's Northern Trust Experience June 1982 - August 1997
Job Human Resources at Amalgamated Bank of Chicago
Industry Banking
Experience
Amalgamated Bank of Chicago March 2003 - Present
Amalgamated Bank of Chicago August 1999 - March 2003
Accountemps June 1998 - August 1999
Northern Trust June 1982 - August 1997
Skills
HR Policies, HRIS, Talent Management, Compensation & Benefit, Employee Relations, New Hire Orientations, Personnel Management, Performance Management, Human Resources, Recruiting, Employee Benefits, Interviews, Benefits Administration, Sourcing, Management, Compensation, Customer Service, Leadership, Training, Microsoft Office, Hiring, Team Building, Talent Acquisition, Analysis, Applicant Tracking..., Time Management
Education
Governors State University 2012 — 2015
Human Resources Management/Personnel Administration, General
South Suburban College 2003 — 2010
Associate of Arts (AA), Business Administration and Management, General
Amalgamated Bank of Chicago March 2003 - Present
Amalgamated Bank of Chicago August 1999 - March 2003
Accountemps June 1998 - August 1999
Northern Trust June 1982 - August 1997
Skills
HR Policies, HRIS, Talent Management, Compensation & Benefit, Employee Relations, New Hire Orientations, Personnel Management, Performance Management, Human Resources, Recruiting, Employee Benefits, Interviews, Benefits Administration, Sourcing, Management, Compensation, Customer Service, Leadership, Training, Microsoft Office, Hiring, Team Building, Talent Acquisition, Analysis, Applicant Tracking..., Time Management
Education
Governors State University 2012 — 2015
Human Resources Management/Personnel Administration, General
South Suburban College 2003 — 2010
Associate of Arts (AA), Business Administration and Management, General
Claire Hickey's Northern Trust Experience June 2012 - March 2014
Job Sales Associate at Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation March 2014 - Present
Northern Trust June 2012 - March 2014
Skills
Social Media, Research, PowerPoint, Microsoft Excel, Microsoft Word, Editing, Public Speaking, Photoshop, Facebook, Event Planning, HTML
Education
Georgetown University 2008 — 2012
Bachelor of Arts (B.A.), English
Loyola Academy 2004 — 2008
Northern Trust Corporation March 2014 - Present
Northern Trust June 2012 - March 2014
Skills
Social Media, Research, PowerPoint, Microsoft Excel, Microsoft Word, Editing, Public Speaking, Photoshop, Facebook, Event Planning, HTML
Education
Georgetown University 2008 — 2012
Bachelor of Arts (B.A.), English
Loyola Academy 2004 — 2008
Cathy Rapp Cathy Rapp's Northern Trust Experience 1989 - 1999
Job Realtor, North Shore Milwaukee
Industry Real Estate
Experience
Coldwell Banker, North Shore Office March 2005 - Present
Realty Executives 2004 - 2007
Northern Trust 1989 - 1999
Skills
Buyer Representation, First Time Home Buyers, Real Estate, Relocation, Sellers, Residential Homes, Marketing, Selling, Investors, Investment Properties, Real Estate Transactions, Listings, Single Family Homes, Real Estate Development, Referrals, Condos, Sales
Education
Georgia State University
BA, Management & Organizational Theory
Coldwell Banker, North Shore Office March 2005 - Present
Realty Executives 2004 - 2007
Northern Trust 1989 - 1999
Skills
Buyer Representation, First Time Home Buyers, Real Estate, Relocation, Sellers, Residential Homes, Marketing, Selling, Investors, Investment Properties, Real Estate Transactions, Listings, Single Family Homes, Real Estate Development, Referrals, Condos, Sales
Education
Georgia State University
BA, Management & Organizational Theory
Andrew Hemphill's Northern Trust Experience July 2012 - May 2015
Job Consultant at Northern Trust Hedge Fund Services
Industry Financial Services
Experience
Northern Trust Hedge Fund Services May 2015 - Present
Northern Trust Corporation February 2014 - Present
Northern Trust July 2012 - May 2015
Northern Trust February 2011 - July 2012
Assurance Home Finance 2004 - 2005
Skills
Credit, Funding, Financial Analysis, Equities, Securities, Mutual Funds, Investments, Portfolio Management, Loans, Banking, Microsoft Excel, Asset Managment, Credit Analysis, Microsoft Office, Commercial Lending, DTC, Risk Management, Mortgage Lending, Fundmaster, Bloomberg Terminal, Fixed Income, Hedge Funds, Global Custody, Bloomberg
Education
Grand Valley State University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Northern Trust Hedge Fund Services May 2015 - Present
Northern Trust Corporation February 2014 - Present
Northern Trust July 2012 - May 2015
Northern Trust February 2011 - July 2012
Assurance Home Finance 2004 - 2005
Skills
Credit, Funding, Financial Analysis, Equities, Securities, Mutual Funds, Investments, Portfolio Management, Loans, Banking, Microsoft Excel, Asset Managment, Credit Analysis, Microsoft Office, Commercial Lending, DTC, Risk Management, Mortgage Lending, Fundmaster, Bloomberg Terminal, Fixed Income, Hedge Funds, Global Custody, Bloomberg
Education
Grand Valley State University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Allison Chance Carter Allison Chance Carter's Northern Trust Experience March 2013 - Present
Job Senior Trust Advisor Northern Trust
Industry Investment Management
Experience
Northern Trust March 2013 - Present
Wells Fargo Bank November 2008 - March 2013
Morgan Keegan May 2007 - November 2008
SunTrust March 2002 - May 2007
King & Spalding 1997 - 2002
Skills
Estate Planning, Wealth Management, High Net Worth..., Trusts, Estate Law, Wills, Wealth, Trust Services, Investments, Wealth Management..., Retirement Planning, Fiduciary, Loans, Asset Allocation, Investment Advisory, Finance, Financial Services, Financial Advisory, Investment Management, Securities, Series 7
Education
Georgia State University College of Law 1994 — 1997
J.D., Law
Sweet Briar College 1990 — 1994
B.S., Psychology
Northern Trust March 2013 - Present
Wells Fargo Bank November 2008 - March 2013
Morgan Keegan May 2007 - November 2008
SunTrust March 2002 - May 2007
King & Spalding 1997 - 2002
Skills
Estate Planning, Wealth Management, High Net Worth..., Trusts, Estate Law, Wills, Wealth, Trust Services, Investments, Wealth Management..., Retirement Planning, Fiduciary, Loans, Asset Allocation, Investment Advisory, Finance, Financial Services, Financial Advisory, Investment Management, Securities, Series 7
Education
Georgia State University College of Law 1994 — 1997
J.D., Law
Sweet Briar College 1990 — 1994
B.S., Psychology
Odessa Mercer Odessa Mercer's Northern Trust Experience April 1985 - July 1989
Job Independent Associate with LegalShield
Industry Legal Services
Experience
LegalShield February 2002 - Present
Branch Banking and Trust April 1992 - November 2002
ACN 1989 - 1991
Northern Trust April 1985 - July 1989
Skills
Employee Benefits, Legal Documents, Insurance, Legal Issues, Identity Theft Shield, Identity Theft, Legal Assistance, Public Speaking, Small Business, Real Estate, Entrepreneurship, Document Review, Home Based Business, Coaching, Legal Research, Powers of Attorney, Family Law, Business Networking, Leadership, Wills, Training, Legal Advice, Living Will, Social Networking, Notary Public, Personal Development, Courts, Legal Service, Sales, Network Marketing, Income, Team Building, Bankruptcy, Access to Justice, Legal Support Services, Pre-Paid Legal Services, Accident, Estate Planning, Justice, Customer Service, Immigration Law, Mediation, Business, Criminal Law, Time Management, Litigation Support, Personal Injury, Protection, Employment Law, Corporate Law
Education
Grambling State University 1958 — 1961
Grambling State University
Business ED
Norfolk State University
Banking & Finance
LegalShield February 2002 - Present
Branch Banking and Trust April 1992 - November 2002
ACN 1989 - 1991
Northern Trust April 1985 - July 1989
Skills
Employee Benefits, Legal Documents, Insurance, Legal Issues, Identity Theft Shield, Identity Theft, Legal Assistance, Public Speaking, Small Business, Real Estate, Entrepreneurship, Document Review, Home Based Business, Coaching, Legal Research, Powers of Attorney, Family Law, Business Networking, Leadership, Wills, Training, Legal Advice, Living Will, Social Networking, Notary Public, Personal Development, Courts, Legal Service, Sales, Network Marketing, Income, Team Building, Bankruptcy, Access to Justice, Legal Support Services, Pre-Paid Legal Services, Accident, Estate Planning, Justice, Customer Service, Immigration Law, Mediation, Business, Criminal Law, Time Management, Litigation Support, Personal Injury, Protection, Employment Law, Corporate Law
Education
Grambling State University 1958 — 1961
Grambling State University
Business ED
Norfolk State University
Banking & Finance
Charity Jordan's Northern Trust Experience September 2011 - October 2012
Job Assistant Director of Finance at Starwood Hotels & Resorts Worldwide, Inc.
Industry Accounting
Experience
Starwood Hotels & Resorts Worldwide, Inc. June 2014 - Present
SunTrust Bank October 2012 - May 2015
Northern Trust September 2011 - October 2012
Twelve Hotel and Residences September 2008 - September 2011
Bank of America May 2006 - October 2007
Skills
Financial Analysis, Finance, Credit, Accounting, Credit Analysis, Analysis, Loans, Management, Financial Statements, Financial Risk, Auditing, Valuation, Underwriting, Financial Audits, Equities, Tax, Private Equity, General Ledger, Account Reconciliation, Accruals, Sarbanes-Oxley Act, Journal Entries, Hospitality Industry
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2011
MPA, Accounting
Howard University 2002 — 2006
Bachelor's Degree, Marketing, Summa Cum Laude
Starwood Hotels & Resorts Worldwide, Inc. June 2014 - Present
SunTrust Bank October 2012 - May 2015
Northern Trust September 2011 - October 2012
Twelve Hotel and Residences September 2008 - September 2011
Bank of America May 2006 - October 2007
Skills
Financial Analysis, Finance, Credit, Accounting, Credit Analysis, Analysis, Loans, Management, Financial Statements, Financial Risk, Auditing, Valuation, Underwriting, Financial Audits, Equities, Tax, Private Equity, General Ledger, Account Reconciliation, Accruals, Sarbanes-Oxley Act, Journal Entries, Hospitality Industry
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2011
MPA, Accounting
Howard University 2002 — 2006
Bachelor's Degree, Marketing, Summa Cum Laude
Ashley Fritz Ashley Fritz's Northern Trust Experience September 2007 - August 2009
Job Radiographic Technologist
Industry Hospital & Health Care
Experience
North Ottawa Community Health System January 2013 - Present
Spectrum Health May 2010 - December 2012
Fitness Formula Clubs April 2009 - August 2009
Northern Trust September 2007 - August 2009
YMCA of Greater Grand Rapids January 2007 - August 2007
Skills
Radiographic..., BLS Certified, Radiographic Kodak..., Radiographic Fuji..., Computed Radiography, Fluoroscopic Procedures, Portable XRay Equipment, Mobile C-Arms, Certified in IV Starts, Patient Interaction, McKesson PACS, MRI GE Software, MRI Safety, Hospitals, Healthcare, BLS
Education
Grand Valley State University 2012 — 2013
B.S. in Radiographic Imaging, Magnetic Resonance Imaging (MRI) Technology/Technician
Grand Rapids Community College 2009 — 2011
Associate of Arts and Sciences (AAS), Radiologic Technology/Science - Radiographer
Wildwood Valley Academy 2002 — 2006
Highschool, GED
North Ottawa Community Health System January 2013 - Present
Spectrum Health May 2010 - December 2012
Fitness Formula Clubs April 2009 - August 2009
Northern Trust September 2007 - August 2009
YMCA of Greater Grand Rapids January 2007 - August 2007
Skills
Radiographic..., BLS Certified, Radiographic Kodak..., Radiographic Fuji..., Computed Radiography, Fluoroscopic Procedures, Portable XRay Equipment, Mobile C-Arms, Certified in IV Starts, Patient Interaction, McKesson PACS, MRI GE Software, MRI Safety, Hospitals, Healthcare, BLS
Education
Grand Valley State University 2012 — 2013
B.S. in Radiographic Imaging, Magnetic Resonance Imaging (MRI) Technology/Technician
Grand Rapids Community College 2009 — 2011
Associate of Arts and Sciences (AAS), Radiologic Technology/Science - Radiographer
Wildwood Valley Academy 2002 — 2006
Highschool, GED
Darshini Reddivari's Northern Trust Experience August 2006 - April 2007
Job Legal Counsel Capital Markets at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price November 2014 - Present
INTL FCStone Inc. February 2014 - November 2014
CME Group June 2012 - June 2013
U.S. Department of the Treasury January 2012 - May 2012
CME Group September 2011 - December 2011
Managed Funds Association January 2011 - May 2011
US Securities and Exchange Commission January 2011 - May 2011
AAM Investment Management April 2007 - September 2009
Northern Trust August 2006 - April 2007
Skills
Securities, Legal Research, Legal Writing, Derivatives, Westlaw, Capital Markets, Equities, Corporate Law, Lexis, Litigation, Hedge Funds, Financial Analysis, Options, Due Diligence, Trading
Education
Georgetown University Law Center 2009 — 2012
Doctor of Law (JD)
University of Michigan 2002 — 2006
B.A., Economics
T. Rowe Price November 2014 - Present
INTL FCStone Inc. February 2014 - November 2014
CME Group June 2012 - June 2013
U.S. Department of the Treasury January 2012 - May 2012
CME Group September 2011 - December 2011
Managed Funds Association January 2011 - May 2011
US Securities and Exchange Commission January 2011 - May 2011
AAM Investment Management April 2007 - September 2009
Northern Trust August 2006 - April 2007
Skills
Securities, Legal Research, Legal Writing, Derivatives, Westlaw, Capital Markets, Equities, Corporate Law, Lexis, Litigation, Hedge Funds, Financial Analysis, Options, Due Diligence, Trading
Education
Georgetown University Law Center 2009 — 2012
Doctor of Law (JD)
University of Michigan 2002 — 2006
B.A., Economics
Patrick Feeney-Pastrana's Northern Trust Experience June 2013 - Present
Job Estate Administrator at The Northern Trust Company
Industry Financial Services
Experience
Northern Trust June 2013 - Present
Bessemer Trust August 2008 - June 2013
Skills
Mutual Funds, Wealth Management, Investment Management, Wealth Management..., High Net Worth..., Hedge Funds, Asset Management, Investments, Estate Planning, Retirement Planning, Equities, Securities, Portfolio Management, Asset Managment, Private Banking, Alternative Investments, Financial Planners, Asset Allocation, Trusts, Financial Services, Financial Planning
Education
Florida State University College of Law 2003 — 2007
Juris Doctor (J.D.)
Florida State University - College of Business 2003 — 2007
Master of Business Administration (M.B.A.)
Northern Trust June 2013 - Present
Bessemer Trust August 2008 - June 2013
Skills
Mutual Funds, Wealth Management, Investment Management, Wealth Management..., High Net Worth..., Hedge Funds, Asset Management, Investments, Estate Planning, Retirement Planning, Equities, Securities, Portfolio Management, Asset Managment, Private Banking, Alternative Investments, Financial Planners, Asset Allocation, Trusts, Financial Services, Financial Planning
Education
Florida State University College of Law 2003 — 2007
Juris Doctor (J.D.)
Florida State University - College of Business 2003 — 2007
Master of Business Administration (M.B.A.)
JP Holland JP Holland's Northern Trust Experience September 2003 - April 2012
Job Regional Vice President, Nationwide Funds Group
Industry Financial Services
Experience
Nationwide Financial April 2012 - Present
Northern Trust September 2003 - April 2012
Prudential Investments January 1997 - September 2003
Skills
Investments, Investment Management, Mutual Funds, Series 7, Asset Allocation, Alternative Investments, Wealth Management, Series 63, Asset Management, Securities, Investment Strategies, Investment Advisory, Equities, Portfolio Management, Fixed Income, ETFs, Retirement Planning, Hedge Funds, Series 65, Financial Services
Education
Penn State University 1988 — 1990
B.A., Politcal Science
Fordham University 1986 — 1987
Valley Forge Military Academy & College 1985 — 1986
Nationwide Financial April 2012 - Present
Northern Trust September 2003 - April 2012
Prudential Investments January 1997 - September 2003
Skills
Investments, Investment Management, Mutual Funds, Series 7, Asset Allocation, Alternative Investments, Wealth Management, Series 63, Asset Management, Securities, Investment Strategies, Investment Advisory, Equities, Portfolio Management, Fixed Income, ETFs, Retirement Planning, Hedge Funds, Series 65, Financial Services
Education
Penn State University 1988 — 1990
B.A., Politcal Science
Fordham University 1986 — 1987
Valley Forge Military Academy & College 1985 — 1986
Carolyn Pullen Carolyn Pullen's Northern Trust Experience 1989 - 1999
Job Senior Vice President, Citi Assurance Services
Industry Insurance
Experience
Citi Assurance Services April 2011 - Present
JWAR Consultants January 2011 - April 2011
Mercedes Benz Financial Services September 2009 - December 2010
Daimler Financial Services February 2007 - June 2008
Daimler Truck Financial 2007 - 2008
Harris Bank September 1998 - February 2007
Northern Trust 1989 - 1999
AT&T 1978 - 1981
Skills
Call Center, Compliance, Customer Service, Strategic Planning, Insurance, Production Managment, Operations Management, Department Budgeting, Operational Excellence, Risk Management, Program Management, Call Centers, Strategy, Management, Budgets, Training, Customer Satisfaction, Forecasting, Six Sigma, Human Resources, Project Management, Outsourcing, Business Process, Managerial Finance, Leadership, Process Improvement, Finance, Product Management, Credit, Leadership Development, Financial Services, Portfolio Management, Vendor Management, Financial Risk, Integration, Banking, Business Process..., Change Management, Executive Management, Software Documentation, Business Analysis, Cross-functional Team...
Education
Governors State University 1997 — 2000
MA, Communication and Training
Governors State University 1994 — 1997
Bachelor's of Science, Business Administration
Citi Assurance Services April 2011 - Present
JWAR Consultants January 2011 - April 2011
Mercedes Benz Financial Services September 2009 - December 2010
Daimler Financial Services February 2007 - June 2008
Daimler Truck Financial 2007 - 2008
Harris Bank September 1998 - February 2007
Northern Trust 1989 - 1999
AT&T 1978 - 1981
Skills
Call Center, Compliance, Customer Service, Strategic Planning, Insurance, Production Managment, Operations Management, Department Budgeting, Operational Excellence, Risk Management, Program Management, Call Centers, Strategy, Management, Budgets, Training, Customer Satisfaction, Forecasting, Six Sigma, Human Resources, Project Management, Outsourcing, Business Process, Managerial Finance, Leadership, Process Improvement, Finance, Product Management, Credit, Leadership Development, Financial Services, Portfolio Management, Vendor Management, Financial Risk, Integration, Banking, Business Process..., Change Management, Executive Management, Software Documentation, Business Analysis, Cross-functional Team...
Education
Governors State University 1997 — 2000
MA, Communication and Training
Governors State University 1994 — 1997
Bachelor's of Science, Business Administration
John Schlichting's Northern Trust Experience June 1992 - January 2006
Job Senior Vice President & Region Trust Advisor Private Wealth Management at SunTrust Bank
Industry Banking
Experience
SunTrust Bank January 2006 - Present
Northern Trust June 1992 - January 2006
Skills
Wealth Management, Trust Services, Asset Allocation, Trusts, Wealth Management..., Estate Planning, High Net Worth..., Asset Management, Investment Advisory, Retirement Planning, Private Banking, Portfolio Management, Investment Strategies, Investments, Investment Management
Education
Florida State University - College of Business
Finance and Financial Management Services
SunTrust Bank January 2006 - Present
Northern Trust June 1992 - January 2006
Skills
Wealth Management, Trust Services, Asset Allocation, Trusts, Wealth Management..., Estate Planning, High Net Worth..., Asset Management, Investment Advisory, Retirement Planning, Private Banking, Portfolio Management, Investment Strategies, Investments, Investment Management
Education
Florida State University - College of Business
Finance and Financial Management Services
Patrick Beatty Patrick Beatty's Northern Trust Experience 2009 - 2011
Job
Industry Internet
Experience
Trulia May 2014 - Present
Trulia October 2013 - April 2014
MeLLmo 2012 - 2013
Prost Amerika Soccer 2008 - 2013
Google 2011 - 2012
Polymer Products and Services, Inc 2010 - 2012
Northern Trust 2009 - 2011
Moody's KMV 2008 - 2009
Fannie Mae 2007 - 2008
The Space Show 2004 - 2008
Skills
Portfolio Management, Financial Research, Economic Capital, Quantitative Analytics, Financial Modeling, Risk Management, Analytics, SAS, Radio Broadcasting, Data Analysis, Financial Analysis, Financial Risk, Valuation, Credit Risk, R, Capital Markets, Derivatives, Competitive Analysis, Start-ups, Corporate Finance, Finance
Education
University of Pennsylvania - The Wharton School 2004 — 2007
PhD Student
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2003
Master
International Space University 2001 — 2001
SSP
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2001
Ph.D Student
Georgia State University - J. Mack Robinson College of Business 1998 — 1999
Master
University of Florida 1992 — 1997
Bachelor of Science (BS); Bachelor of Arts (BA)
Eastside High International Baccalaureate 1988 — 1992
IB Diploma
Trulia May 2014 - Present
Trulia October 2013 - April 2014
MeLLmo 2012 - 2013
Prost Amerika Soccer 2008 - 2013
Google 2011 - 2012
Polymer Products and Services, Inc 2010 - 2012
Northern Trust 2009 - 2011
Moody's KMV 2008 - 2009
Fannie Mae 2007 - 2008
The Space Show 2004 - 2008
Skills
Portfolio Management, Financial Research, Economic Capital, Quantitative Analytics, Financial Modeling, Risk Management, Analytics, SAS, Radio Broadcasting, Data Analysis, Financial Analysis, Financial Risk, Valuation, Credit Risk, R, Capital Markets, Derivatives, Competitive Analysis, Start-ups, Corporate Finance, Finance
Education
University of Pennsylvania - The Wharton School 2004 — 2007
PhD Student
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2003
Master
International Space University 2001 — 2001
SSP
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2001
Ph.D Student
Georgia State University - J. Mack Robinson College of Business 1998 — 1999
Master
University of Florida 1992 — 1997
Bachelor of Science (BS); Bachelor of Arts (BA)
Eastside High International Baccalaureate 1988 — 1992
IB Diploma
David Zakielarz David Zakielarz's Northern Trust Experience May 2013 - Present
Job Senior Vice President and Senior Trust Advisor at The Northern Trust Company
Industry Banking
Experience
Northern Trust May 2013 - Present
JPMorgan Chase, Vice President 2005 - May 2013
J.P. Morgan March 2011 - May 2012
J.P. Morgan August 2001 - June 2005
J.P. Morgan August 2000 - August 2001
J.P. Morgan March 1998 - August 2000
Skills
Securities, Wealth Management, Mutual Funds, Asset Management, Series 7, Equities, Investments, Portfolio Management, Banking, Asset Allocation, Hedge Funds, Financial Advisory, High Net Worth..., Investment Strategies, Finance
Education
George Mason University 1989 — 1994
BS, Law Enforcement
Archmere Academy 1985 — 1989
UCLA
Designation in Personal Financial Planning, Financial Planning and Services
Northern Trust May 2013 - Present
JPMorgan Chase, Vice President 2005 - May 2013
J.P. Morgan March 2011 - May 2012
J.P. Morgan August 2001 - June 2005
J.P. Morgan August 2000 - August 2001
J.P. Morgan March 1998 - August 2000
Skills
Securities, Wealth Management, Mutual Funds, Asset Management, Series 7, Equities, Investments, Portfolio Management, Banking, Asset Allocation, Hedge Funds, Financial Advisory, High Net Worth..., Investment Strategies, Finance
Education
George Mason University 1989 — 1994
BS, Law Enforcement
Archmere Academy 1985 — 1989
UCLA
Designation in Personal Financial Planning, Financial Planning and Services
Betsy Braun Betsy Braun's Northern Trust Experience 1994 - 1998
Job Sr. Administrative Assistant Human Resources at UW Medical Foundation
Industry Nonprofit Organization Management
Experience
UW Medical Foundation August 2013 - Present
Leonardo Academy Inc. June 2008 - August 2013
PLANNING Design Build, Inc. (now Iconica) 2006 - 2007
Flad Architects 2001 - 2005
SCB Associates 1998 - 2001
Northern Trust 1994 - 1998
Boulevard Bancorp Inc. 1988 - 1994
Skills
Nonprofits, Non-profits, Marketing, Editing, Social Media, Graphic Design, Event Planning, Office Management
Education
Governors State University 1990 — 2001
BA of Art, Fine Art
The School of the Art Institute of Chicago 1976 — 1978
Fine/Studio Arts, General
Mundelein College 1974 — 1976
Art Teacher Education
Northern Arizona University 1973 — 1973
Fine/Studio Arts, General
UW Medical Foundation August 2013 - Present
Leonardo Academy Inc. June 2008 - August 2013
PLANNING Design Build, Inc. (now Iconica) 2006 - 2007
Flad Architects 2001 - 2005
SCB Associates 1998 - 2001
Northern Trust 1994 - 1998
Boulevard Bancorp Inc. 1988 - 1994
Skills
Nonprofits, Non-profits, Marketing, Editing, Social Media, Graphic Design, Event Planning, Office Management
Education
Governors State University 1990 — 2001
BA of Art, Fine Art
The School of the Art Institute of Chicago 1976 — 1978
Fine/Studio Arts, General
Mundelein College 1974 — 1976
Art Teacher Education
Northern Arizona University 1973 — 1973
Fine/Studio Arts, General
Jo Ellen Hatfield's Northern Trust Experience May 2007 - May 2009
Job Indirect Procurement Executive
Industry Food Production
Experience
Nexeo Solutions March 2014 - December 2014
BP June 2009 - March 2014
Northern Trust May 2007 - May 2009
Hillshire Brands January 2006 - May 2007
Monsanto January 2002 - December 2005
Anheuser-Busch 1996 - 2002
Skills
Management, Leadership, Supply Chain, Strategic Planning, Supply Management, Supply Chain Management, Procurement, Negotiation, Change Management, Global Sourcing, Volunteer Management, Internal Controls, Six Sigma, Procurement Contracts, Category Management, Vendor Relationships, Process Improvement, Professional Services, Legal Support Services, Strategic Sourcing
Education
Webster University
Master's degree, Business Management
Fontbonne University
Bachelor of Science, History/Education
ST. LOUIS UNIVERSITY COOK SCHOOL OF BUSINESS
WEBSTER UNIVERSITY
Paralegal Certification, Law
Institute of Supply Management
Nexeo Solutions March 2014 - December 2014
BP June 2009 - March 2014
Northern Trust May 2007 - May 2009
Hillshire Brands January 2006 - May 2007
Monsanto January 2002 - December 2005
Anheuser-Busch 1996 - 2002
Skills
Management, Leadership, Supply Chain, Strategic Planning, Supply Management, Supply Chain Management, Procurement, Negotiation, Change Management, Global Sourcing, Volunteer Management, Internal Controls, Six Sigma, Procurement Contracts, Category Management, Vendor Relationships, Process Improvement, Professional Services, Legal Support Services, Strategic Sourcing
Education
Webster University
Master's degree, Business Management
Fontbonne University
Bachelor of Science, History/Education
ST. LOUIS UNIVERSITY COOK SCHOOL OF BUSINESS
WEBSTER UNIVERSITY
Paralegal Certification, Law
Institute of Supply Management
Paul Yantko Paul Yantko's Northern Trust Experience 1999 - 2003
Job AppleCare Advisor at Apple
Industry Information Technology and Services
Experience
Apple August 2013 - Present
Aon Hewitt June 2003 - February 2013
Northern Trust 1999 - 2003
Hazlehurst & Associates 1986 - 1999
Skills
Mac, OS X, Customer Support, Technical Support, Call Centers, OS X Mavericks, Resolve Issues, Apple Safari, Apple Remote Desktop, Communication Skills, Product Support, Team-oriented, Software Development, Software Design, Software Installation, Microsoft Office, Retirement Benefits, iOS development, HTML 5, CSS Javascript, COBOL, Analysis, Troubleshooting, Windows 7, Windows 8, Technical Documentation, Visual Basic, Microsoft SQL Server, Telecommuting
Education
Georgia State University
BBA, Information Systems
The University of Georgia
Apple August 2013 - Present
Aon Hewitt June 2003 - February 2013
Northern Trust 1999 - 2003
Hazlehurst & Associates 1986 - 1999
Skills
Mac, OS X, Customer Support, Technical Support, Call Centers, OS X Mavericks, Resolve Issues, Apple Safari, Apple Remote Desktop, Communication Skills, Product Support, Team-oriented, Software Development, Software Design, Software Installation, Microsoft Office, Retirement Benefits, iOS development, HTML 5, CSS Javascript, COBOL, Analysis, Troubleshooting, Windows 7, Windows 8, Technical Documentation, Visual Basic, Microsoft SQL Server, Telecommuting
Education
Georgia State University
BBA, Information Systems
The University of Georgia
Mark Burfield, CFP® Mark Burfield, CFP®'s Northern Trust Experience November 2011 - Present
Job Senior Portfolio Manager, VP at Northern Trust
Industry Investment Management
Experience
Northern Trust November 2011 - Present
Wells Fargo Bank 2008 - October 2011
Northern Trust Corporation 2000 - 2008
U.S. Bancorp 1988 - 1999
Skills
Portfolio Management, Wealth Management, Fixed Income, Investments, Asset Managment, Alternative Investments, Investment Management, Investment Strategies, Investment Advisory, Asset Allocation, Mutual Funds, Wealth Management...
Education
Washington University in St. Louis - Olin Business School 1995 — 1997
MBA
Franklin University
BS, Business Administration
Northern Trust November 2011 - Present
Wells Fargo Bank 2008 - October 2011
Northern Trust Corporation 2000 - 2008
U.S. Bancorp 1988 - 1999
Skills
Portfolio Management, Wealth Management, Fixed Income, Investments, Asset Managment, Alternative Investments, Investment Management, Investment Strategies, Investment Advisory, Asset Allocation, Mutual Funds, Wealth Management...
Education
Washington University in St. Louis - Olin Business School 1995 — 1997
MBA
Franklin University
BS, Business Administration
Terry Burrows Terry Burrows's Northern Trust Experience January 1997 - January 2013
Job Relationship manager at Northern Trust
Industry Financial Services
Experience
Northern Trust Wealth Management February 2013 - Present
Northern Trust January 1997 - January 2013
Wells Fargo March 1982 - March 1997
Skills
Wealth Management, Mutual Funds, Equities, Series 63, Relationship Management, Banking, Fixed Income
Education
Glendale Community College 1979 — 1980
Shadow Mountain H.S.
Northern Trust Wealth Management February 2013 - Present
Northern Trust January 1997 - January 2013
Wells Fargo March 1982 - March 1997
Skills
Wealth Management, Mutual Funds, Equities, Series 63, Relationship Management, Banking, Fixed Income
Education
Glendale Community College 1979 — 1980
Shadow Mountain H.S.
Tammy Bailey Tammy Bailey's Northern Trust Experience February 1999 - November 2013
Job President at Buy Right Packaging Supply, Inc.
Industry Business Supplies and Equipment
Experience
Grand Valley State University January 2015 - Present
Buy Right Packaging Supply, Inc. February 2010 - Present
Northern Trust February 1999 - November 2013
NBD/Bank One April 1987 - February 1999
Skills
Trust Services, Estate Planning, Investment Advisory, Trusts, Wealth Management, High Net Worth..., Estate Tax Planning, Insurance, Asset Allocation, Financial Advisory, Investment Management, Wealth, Investments, Financial Services, Tax
Education
East Grand Rapids High School
Grand Valley State University
MBA, Business
Hope College
BA, Business
Grand Valley State University January 2015 - Present
Buy Right Packaging Supply, Inc. February 2010 - Present
Northern Trust February 1999 - November 2013
NBD/Bank One April 1987 - February 1999
Skills
Trust Services, Estate Planning, Investment Advisory, Trusts, Wealth Management, High Net Worth..., Estate Tax Planning, Insurance, Asset Allocation, Financial Advisory, Investment Management, Wealth, Investments, Financial Services, Tax
Education
East Grand Rapids High School
Grand Valley State University
MBA, Business
Hope College
BA, Business
Don Muller Don Muller's Northern Trust Experience 2012 - Present
Job SVP Head of Middle Office Services at Northern Trust Hedge Fund Services
Industry Financial Services
Experience
Northern Trust 2012 - Present
Northern Trust 2011 - 2012
Omnium LLC 2009 - 2011
Omnium LLC 2007 - 2009
Citadel Investment Group 2005 - 2007
Citadel Investment Group 2003 - 2005
Northern Trust 2001 - 2003
Skills
Trading Systems, Structured Products, Valuation, Product Control, Credit Derivatives, Derivatives, Middle Office
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance and Financial Management Services
Georgetown University 1997 — 2001
Bachelor of Science (B.S.), Finance and Economics
Northern Trust 2012 - Present
Northern Trust 2011 - 2012
Omnium LLC 2009 - 2011
Omnium LLC 2007 - 2009
Citadel Investment Group 2005 - 2007
Citadel Investment Group 2003 - 2005
Northern Trust 2001 - 2003
Skills
Trading Systems, Structured Products, Valuation, Product Control, Credit Derivatives, Derivatives, Middle Office
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance and Financial Management Services
Georgetown University 1997 — 2001
Bachelor of Science (B.S.), Finance and Economics
Andrew Haried Andrew Haried's Northern Trust Experience August 2007 - May 2008
Job Sales and Marketing Associate at Bozzuto
Industry Real Estate
Experience
Bozzuto March 2015 - Present
Haried Real Estate, LLC March 2013 - Present
Ocean Tomo February 2011 - November 2012
Harris Bank June 2008 - January 2011
Northern Trust August 2007 - May 2008
Skills
Property Management, Commercial Real Estate, Residential Real Estate, International Relations, Spanish, Small Business, Intellectual Property, Investments, Analysis, Financial Modeling, Financial Analysis, Government, Italian, Leasing, Real Estate Development, Real Estate Transactions, Real Estate License, Hotel Management, Realty, Real Estate Advisory..., Evictions, Tenant Retention, Tenant Placement, Contractor Management, Contractor Selection, Contractor Supervision, Due Diligence, Investment Properties, Valuation, Asset Management, Real Estate Economics, Economics, Budgets, Residential Homes
Education
Georgetown University 2003 — 2007
Bachelors, Government and Spanish (Dual Major)
St. Ignatius College Prep 1999 — 2003
Bozzuto March 2015 - Present
Haried Real Estate, LLC March 2013 - Present
Ocean Tomo February 2011 - November 2012
Harris Bank June 2008 - January 2011
Northern Trust August 2007 - May 2008
Skills
Property Management, Commercial Real Estate, Residential Real Estate, International Relations, Spanish, Small Business, Intellectual Property, Investments, Analysis, Financial Modeling, Financial Analysis, Government, Italian, Leasing, Real Estate Development, Real Estate Transactions, Real Estate License, Hotel Management, Realty, Real Estate Advisory..., Evictions, Tenant Retention, Tenant Placement, Contractor Management, Contractor Selection, Contractor Supervision, Due Diligence, Investment Properties, Valuation, Asset Management, Real Estate Economics, Economics, Budgets, Residential Homes
Education
Georgetown University 2003 — 2007
Bachelors, Government and Spanish (Dual Major)
St. Ignatius College Prep 1999 — 2003
Isaac Radnitzer Isaac Radnitzer's Northern Trust Experience June 2011 - August 2011
Job Associate, Strategic Credit Products at SMBC
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation June 2015 - Present
Modern Bank January 2014 - June 2015
Davenport Capital Management September 2013 - January 2014
Rabobank July 2012 - April 2013
Northern Trust June 2011 - August 2011
Rabobank February 2011 - May 2011
Washington University in Saint Louis September 2010 - December 2010
Howteh Technology June 2010 - August 2010
Ronald McDonald House Charities (STL) February 2010 - April 2010
Skills
Financial Modeling, Leveraged Finance, Corporate Finance, Bloomberg, Financial Analysis, Credit Analysis, Portfolio Management, Economics, Valuation, Microsoft Excel, Chinese, Derivatives, Equities, Fixed Income, Game Theory, Data Analysis, Interest Rate Swaps, PowerPoint, Microsoft Office, Leveraged Lending
Education
Washington University in St. Louis 2008 — 2012
BSBA, Finance, International Business, Chinese
Washington University in St. Louis - Olin Business School 2008 — 2012
BSBA, Finance, International Business
Fudan University 2009 — 2009
Mandarin
University of Illinois Laboratory High School 2003 — 2008
High School
Sumitomo Mitsui Banking Corporation June 2015 - Present
Modern Bank January 2014 - June 2015
Davenport Capital Management September 2013 - January 2014
Rabobank July 2012 - April 2013
Northern Trust June 2011 - August 2011
Rabobank February 2011 - May 2011
Washington University in Saint Louis September 2010 - December 2010
Howteh Technology June 2010 - August 2010
Ronald McDonald House Charities (STL) February 2010 - April 2010
Skills
Financial Modeling, Leveraged Finance, Corporate Finance, Bloomberg, Financial Analysis, Credit Analysis, Portfolio Management, Economics, Valuation, Microsoft Excel, Chinese, Derivatives, Equities, Fixed Income, Game Theory, Data Analysis, Interest Rate Swaps, PowerPoint, Microsoft Office, Leveraged Lending
Education
Washington University in St. Louis 2008 — 2012
BSBA, Finance, International Business, Chinese
Washington University in St. Louis - Olin Business School 2008 — 2012
BSBA, Finance, International Business
Fudan University 2009 — 2009
Mandarin
University of Illinois Laboratory High School 2003 — 2008
High School
Erica Gadis, MPA's Northern Trust Experience November 2008 - October 2010
Job Account Coordinator at Oakwood Worldwide
Industry Hospitality
Experience
Oakwood Worldwide October 2010 - Present
Northern Trust November 2008 - October 2010
Bank of America September 2004 - September 2008
Skills
Hospitality, Account Management, Sales, Event Planning, Customer Service, Hospitality Industry, Marketing, Customer Satisfaction, Hospitality Management, Revenue Analysis, Social Media Marketing
Education
University of Phoenix 2008 — 2011
Master of Public Administration (M.P.A.)
Georgia State University 2004 — 2008
Bachelor of Arts (B.A.), Sociology
Oakwood Worldwide October 2010 - Present
Northern Trust November 2008 - October 2010
Bank of America September 2004 - September 2008
Skills
Hospitality, Account Management, Sales, Event Planning, Customer Service, Hospitality Industry, Marketing, Customer Satisfaction, Hospitality Management, Revenue Analysis, Social Media Marketing
Education
University of Phoenix 2008 — 2011
Master of Public Administration (M.P.A.)
Georgia State University 2004 — 2008
Bachelor of Arts (B.A.), Sociology
Laura G Mandel Laura G Mandel's Northern Trust Experience October 2013 - Present
Job National Director of Specialized Trust Services at Northern Trust
Industry Financial Services
Experience
Northern Trust October 2013 - Present
Northern Trust June 2012 - Present
The Northern Trust Company June 2007 - May 2012
Northern Trust March 2000 - June 2007
Harris Bank October 1997 - March 2000
Skills
Wealth Management, Trust Services, Charitable Trusts, Fiduciary Liability, Generation Skipping..., Discretionary Trusts, High Net Worth..., Fiduciary, Trusts, Trust Management, Estate Planning, Investments, Wealth Management..., Estate Law, Portfolio Management, Wealth, Alternative Investments, Estate Administration, Estate Tax Planning, Investment Management, Investment Advisory, Securities, Asset Allocation, Investment Strategies, Private Banking, Family Office
Education
Loyola University Chicago School of Law 1985 — 1987
Juris Doctor
Georgetown University Law Center 1984 — 1985
Loyola University of Chicago 1982 — 1984
B.A., Political Science
Palatine High School 1976 — 1980
Northern Trust October 2013 - Present
Northern Trust June 2012 - Present
The Northern Trust Company June 2007 - May 2012
Northern Trust March 2000 - June 2007
Harris Bank October 1997 - March 2000
Skills
Wealth Management, Trust Services, Charitable Trusts, Fiduciary Liability, Generation Skipping..., Discretionary Trusts, High Net Worth..., Fiduciary, Trusts, Trust Management, Estate Planning, Investments, Wealth Management..., Estate Law, Portfolio Management, Wealth, Alternative Investments, Estate Administration, Estate Tax Planning, Investment Management, Investment Advisory, Securities, Asset Allocation, Investment Strategies, Private Banking, Family Office
Education
Loyola University Chicago School of Law 1985 — 1987
Juris Doctor
Georgetown University Law Center 1984 — 1985
Loyola University of Chicago 1982 — 1984
B.A., Political Science
Palatine High School 1976 — 1980
Kelly Brown, CPA Kelly Brown, CPA's Northern Trust Experience August 2010 - Present
Job Senior Accountant, Second VP at Northern Trust
Industry Financial Services
Experience
Northern Trust August 2010 - Present
MF Global February 2009 - August 2010
Wells Fargo Advisors November 2004 - February 2009
A.G. Edwards & Sons, Inc. May 2000 - November 2004
Skills
Internal Controls, Accounting, Account Reconciliation, General Ledger, Auditing, Finance, Mergers & Acquisitions, CPA, Sarbanes-Oxley Act, GAAP, PeopleSoft, Variance Analysis, Process Improvement, Analysis, Financial Statements, Consolidation, Journal Entries, Investments
Education
Southern Illinois University, Edwardsville 2003 — 2005
Master's Degree, Masters of Science in Accountancy
Greenville College 1996 — 2000
Bachelor's Degree, Accounting
Northern Trust August 2010 - Present
MF Global February 2009 - August 2010
Wells Fargo Advisors November 2004 - February 2009
A.G. Edwards & Sons, Inc. May 2000 - November 2004
Skills
Internal Controls, Accounting, Account Reconciliation, General Ledger, Auditing, Finance, Mergers & Acquisitions, CPA, Sarbanes-Oxley Act, GAAP, PeopleSoft, Variance Analysis, Process Improvement, Analysis, Financial Statements, Consolidation, Journal Entries, Investments
Education
Southern Illinois University, Edwardsville 2003 — 2005
Master's Degree, Masters of Science in Accountancy
Greenville College 1996 — 2000
Bachelor's Degree, Accounting
James Mullany James Mullany's Northern Trust Experience January 1998 - June 2004
Job Senior Vice President at Southwest Next Capital Management, LLC and Partner, Old World Communities/Berkana Townhomes
Industry Investment Management
Experience
Southwest Next Capital Management, LLC May 2008 - Present
City of Phoenix Defined Contribution Plan July 2004 - Present
Old World Communities/Berkana Townhomes May 2004 - Present
Northern Trust January 1998 - June 2004
City of Phoenix June 1994 - June 1996
Skills
Asset Managment, Real Estate Development
Education
Grand Canyon University 1989 — 1993
Southwest Next Capital Management, LLC May 2008 - Present
City of Phoenix Defined Contribution Plan July 2004 - Present
Old World Communities/Berkana Townhomes May 2004 - Present
Northern Trust January 1998 - June 2004
City of Phoenix June 1994 - June 1996
Skills
Asset Managment, Real Estate Development
Education
Grand Canyon University 1989 — 1993
Jonathan Gargiulo Jonathan Gargiulo's Northern Trust Experience August 2013 - March 2015
Job Sr Project Manager at ULTA Beauty
Industry Computer Software
Experience
ULTA Beauty April 2015 - Present
Northern Trust August 2013 - March 2015
Peters and Associates December 2011 - June 2013
Autonomy (An HP Company) June 2010 - January 2012
CA Technologies April 2007 - June 2010
JPMorgan Chase August 2005 - April 2007
JPMorgan Chase November 2003 - August 2005
St George Bank July 2002 - July 2003
Deutsche Bank December 2000 - August 2001
Deutsche Bank September 1997 - December 2000
Skills
Vendor Management, Disaster Recovery, Business Analysis, Cloud Computing, Program Management, Project Management, SaaS, Integration, IT Strategy, Enterprise Software, Pre-sales, Management, Trading Systems, Business Requirements, SQL, IT Management, Enterprise Architecture, Personal Style, MS Project, Septic Systems, Software Development, Data Center, PMO, ITIL, Leadership, SDLC, Professional Services, Software Project..., Requirements Analysis
Education
Fordham University 1997 — 1999
Masters, Computer Science
Union College 1987 — 1991
BA, Economics
Yorktown HS
ULTA Beauty April 2015 - Present
Northern Trust August 2013 - March 2015
Peters and Associates December 2011 - June 2013
Autonomy (An HP Company) June 2010 - January 2012
CA Technologies April 2007 - June 2010
JPMorgan Chase August 2005 - April 2007
JPMorgan Chase November 2003 - August 2005
St George Bank July 2002 - July 2003
Deutsche Bank December 2000 - August 2001
Deutsche Bank September 1997 - December 2000
Skills
Vendor Management, Disaster Recovery, Business Analysis, Cloud Computing, Program Management, Project Management, SaaS, Integration, IT Strategy, Enterprise Software, Pre-sales, Management, Trading Systems, Business Requirements, SQL, IT Management, Enterprise Architecture, Personal Style, MS Project, Septic Systems, Software Development, Data Center, PMO, ITIL, Leadership, SDLC, Professional Services, Software Project..., Requirements Analysis
Education
Fordham University 1997 — 1999
Masters, Computer Science
Union College 1987 — 1991
BA, Economics
Yorktown HS
Dawna King Dawna King's Northern Trust Experience January 1994 - January 1998
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2012 - Present
Wilshire Associates August 2007 - March 2011
SSI Investment Management April 2006 - February 2007
Contractor January 2002 - December 2005
Banc of America Capital Management October 2000 - December 2001
Northern Trust Global Investments January 1998 - January 2000
Northern Trust January 1994 - January 1998
Skills
Asset Managment, Portfolio Management, Investments, Equities, Asset Allocation, Mutual Funds, Investment Strategies, Capital Markets, Investment Management, Securities, Wealth Management, Financial Services, Due Diligence, Investment Advisory, Strategy, Asset Management, Banking, Relationship Management
Education
Golden Gate University
Master of Business Administration (M.B.A.), Business Administration and Management
San Diego State University
BA
BNY Mellon October 2012 - Present
Wilshire Associates August 2007 - March 2011
SSI Investment Management April 2006 - February 2007
Contractor January 2002 - December 2005
Banc of America Capital Management October 2000 - December 2001
Northern Trust Global Investments January 1998 - January 2000
Northern Trust January 1994 - January 1998
Skills
Asset Managment, Portfolio Management, Investments, Equities, Asset Allocation, Mutual Funds, Investment Strategies, Capital Markets, Investment Management, Securities, Wealth Management, Financial Services, Due Diligence, Investment Advisory, Strategy, Asset Management, Banking, Relationship Management
Education
Golden Gate University
Master of Business Administration (M.B.A.), Business Administration and Management
San Diego State University
BA
Matt Dwyer's Northern Trust Experience April 1998 - April 1999
Job President, MCD Consulting
Industry Financial Services
Experience
MCD Consulting 2010 - Present
PL Capital LLC November 2014 - Present
Olivet Nazarene University October 2007 - Present
Mesirow Financial October 2004 - November 2007
FINRA April 1999 - October 2004
Northern Trust April 1998 - April 1999
Skills
AML, Auditing, FINRA, Financial Services, Leadership, Program Management, Securities Regulation
Education
Olivet Nazarene University 2002 — 2004
MBA
Governors State University 1994 — 1998
B.A., Finance
Rich East H.S.
MCD Consulting 2010 - Present
PL Capital LLC November 2014 - Present
Olivet Nazarene University October 2007 - Present
Mesirow Financial October 2004 - November 2007
FINRA April 1999 - October 2004
Northern Trust April 1998 - April 1999
Skills
AML, Auditing, FINRA, Financial Services, Leadership, Program Management, Securities Regulation
Education
Olivet Nazarene University 2002 — 2004
MBA
Governors State University 1994 — 1998
B.A., Finance
Rich East H.S.
Heather Letts Heather Letts's Northern Trust Experience July 2011 - Present
Job Vice President at Northern Trust
Industry Investment Management
Experience
Northern Trust July 2011 - Present
Northern Trust Global Investments February 1996 - Present
Skills
Asset Managment, Asset Management, Mutual Funds, Equities, Project Management, Management, Investments, Asset Allocation, Portfolio Management, Investment Management, Securities
Education
Governors State University
Lake Forest Graduate School of Management
Northern Trust July 2011 - Present
Northern Trust Global Investments February 1996 - Present
Skills
Asset Managment, Asset Management, Mutual Funds, Equities, Project Management, Management, Investments, Asset Allocation, Portfolio Management, Investment Management, Securities
Education
Governors State University
Lake Forest Graduate School of Management
Harshad Nayak's Northern Trust Experience September 2013 - December 2014
Job LinkedIn & Social Media strategist at Speakers Gold
Industry Financial Services
Experience
Access research February 2015 - Present
Speakers Gold April 2015 - September 2015
Northern Trust September 2013 - December 2014
Northern Trust Corporation December 2011 - August 2013
Northern Trust Corporation July 2010 - November 2011
Skills
Analysis, Business Analysis, Financial Modeling, Hedge Funds, Business Strategy, Equity Research, Portfolio Management, Financial Analysis, MIS, Data Analysis, Banking
Education
George Brown College 2015 — 2015
Post Graduation in Financial Services, Finance and Financial Management Services
Jnanodaya Pre University College 2005 — 2007
High School, Electronics, First Class
THE EAST WEST SCHOOL 1998 — 2004
High School, Mathematics, First Class
Access research February 2015 - Present
Speakers Gold April 2015 - September 2015
Northern Trust September 2013 - December 2014
Northern Trust Corporation December 2011 - August 2013
Northern Trust Corporation July 2010 - November 2011
Skills
Analysis, Business Analysis, Financial Modeling, Hedge Funds, Business Strategy, Equity Research, Portfolio Management, Financial Analysis, MIS, Data Analysis, Banking
Education
George Brown College 2015 — 2015
Post Graduation in Financial Services, Finance and Financial Management Services
Jnanodaya Pre University College 2005 — 2007
High School, Electronics, First Class
THE EAST WEST SCHOOL 1998 — 2004
High School, Mathematics, First Class
Kyle Goodfriend Kyle Goodfriend's Northern Trust Experience March 2012 - September 2012
Job Senior Manager at ADI Strategies
Industry Information Technology and Services
Experience
ADI Strategies September 2013 - Present
In2Hyperion 2009 - Present
Shiloh Industries September 2014 - August 2015
Omnicare Inc. September 2013 - September 2014
M&T Bank October 2012 - September 2013
ROLTA Solutions / Americas & EMEA February 2008 - September 2013
Northern Trust March 2012 - September 2012
Scripps Networks April 2011 - March 2012
Nationwide Insurance March 2011 - May 2011
Victoria's Secret January 2011 - March 2011
Skills
Business Process, Project Management, Accounting, Web Design, Essbase, Hyperion Planning, Business Intelligence, Data Warehousing, Business Analysis, EPM, OLAP, Data Integration, Oracle, Requirements Analysis, Financial Analysis, ETL, Process Improvement, Hyperion Reports, Corporate Finance, Databases, Project Planning, Visio, Software Documentation, Enterprise Software, Access, Microsoft SQL Server, Unix, VBA, Crystal Reports, ERP
Education
University of Cincinnati 1989 — 2004
BBA, Finance
Franklin University 1998 — 1998
Bachelor of Business Administration (BBA), Finance, General
ADI Strategies September 2013 - Present
In2Hyperion 2009 - Present
Shiloh Industries September 2014 - August 2015
Omnicare Inc. September 2013 - September 2014
M&T Bank October 2012 - September 2013
ROLTA Solutions / Americas & EMEA February 2008 - September 2013
Northern Trust March 2012 - September 2012
Scripps Networks April 2011 - March 2012
Nationwide Insurance March 2011 - May 2011
Victoria's Secret January 2011 - March 2011
Skills
Business Process, Project Management, Accounting, Web Design, Essbase, Hyperion Planning, Business Intelligence, Data Warehousing, Business Analysis, EPM, OLAP, Data Integration, Oracle, Requirements Analysis, Financial Analysis, ETL, Process Improvement, Hyperion Reports, Corporate Finance, Databases, Project Planning, Visio, Software Documentation, Enterprise Software, Access, Microsoft SQL Server, Unix, VBA, Crystal Reports, ERP
Education
University of Cincinnati 1989 — 2004
BBA, Finance
Franklin University 1998 — 1998
Bachelor of Business Administration (BBA), Finance, General
Amy N. Barr Amy N. Barr's Northern Trust Experience 1990 - 1995
Job Strategy | Business Models | Consulting & Advising for Economic & Social Value
Industry Management Consulting
Experience
A2B Strategy June 2008 - Present
Alliance for Community Development January 2013 - Present
Sustainable Business Alliance January 2010 - June 2015
Taproot Foundation August 2008 - 2009
M.S. Franks & Company March 1997 - January 2005
Raphael House January 1996 - January 1997
Northern Trust 1990 - 1995
Skills
Organizational..., Workshop Facilitation, Strategy, Change Management, Stakeholder Engagement, Project Management, Social Responsibility, Process Design, Non-profits, Leadership, Research, Organizational..., Nonprofits, Management, Business Process..., Strategic Planning, Entrepreneurship
Education
University of Illinois at Urbana-Champaign
B.A., Economics
Golden Gate University
M.S., Organizational Behavior & Development
San Francisco State University 2008 — 2008
Integrated Marketing
A2B Strategy June 2008 - Present
Alliance for Community Development January 2013 - Present
Sustainable Business Alliance January 2010 - June 2015
Taproot Foundation August 2008 - 2009
M.S. Franks & Company March 1997 - January 2005
Raphael House January 1996 - January 1997
Northern Trust 1990 - 1995
Skills
Organizational..., Workshop Facilitation, Strategy, Change Management, Stakeholder Engagement, Project Management, Social Responsibility, Process Design, Non-profits, Leadership, Research, Organizational..., Nonprofits, Management, Business Process..., Strategic Planning, Entrepreneurship
Education
University of Illinois at Urbana-Champaign
B.A., Economics
Golden Gate University
M.S., Organizational Behavior & Development
San Francisco State University 2008 — 2008
Integrated Marketing
Bert Morano Bert Morano's Northern Trust Experience 1994 - 1996
Job CEO at Solving IT International, Inc and Computer Software Consultant
Industry Information Technology and Services
Experience
Solving IT March 1992 - Present
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas October 1987 - April 2014
Quaker Oats 1996 - 1997
Northern Trust 1994 - 1996
Bridgestone/Firestone Inc. October 1989 - October 1991
Northwestern University 1988 - 1989
Continental Bank 1985 - 1987
Skills
Data Warehousing, J2EE, Databases, DB2, Problem Solving, Quality Assurance, COBOL, Business Intelligence, Business Analysis, SQL Server, SQL, ETL, PowerBuilder, Agile Methodologies, Architecture, Data Modeling, Database Administration, Enterprise Architecture, IT Management, IT Strategy, ITIL, Architectures, C#, Integration, Java, Java Enterprise Edition, Microsoft SQL Server, Oracle, Project Management, Requirements Analysis, Requirements Gathering, SDLC, Software Development, Software Engineering, Software Project..., Systems Analysis, Visio
Education
The University of Chicago Booth School of Business 2008 — 2008
Hamilton College 1980 — 1984
BA, Mathematics, Psychology
Greenwich High School 1976 — 1980
Diploma
Solving IT March 1992 - Present
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas October 1987 - April 2014
Quaker Oats 1996 - 1997
Northern Trust 1994 - 1996
Bridgestone/Firestone Inc. October 1989 - October 1991
Northwestern University 1988 - 1989
Continental Bank 1985 - 1987
Skills
Data Warehousing, J2EE, Databases, DB2, Problem Solving, Quality Assurance, COBOL, Business Intelligence, Business Analysis, SQL Server, SQL, ETL, PowerBuilder, Agile Methodologies, Architecture, Data Modeling, Database Administration, Enterprise Architecture, IT Management, IT Strategy, ITIL, Architectures, C#, Integration, Java, Java Enterprise Edition, Microsoft SQL Server, Oracle, Project Management, Requirements Analysis, Requirements Gathering, SDLC, Software Development, Software Engineering, Software Project..., Systems Analysis, Visio
Education
The University of Chicago Booth School of Business 2008 — 2008
Hamilton College 1980 — 1984
BA, Mathematics, Psychology
Greenwich High School 1976 — 1980
Diploma
Christopher Highmark, CFA Christopher Highmark, CFA's Northern Trust Experience May 2008 - August 2008
Job Portfolio Manager at FineMark National Bank & Trust
Industry Financial Services
Experience
FineMark National Bank & Trust April 2012 - Present
Highmark Sports Management March 2011 - April 2012
Westpark Capital, L.P. November 2010 - January 2011
FineMark National Bank & Trust June 2010 - August 2010
Seacoast National Bank January 2009 - June 2009
Northern Trust May 2008 - August 2008
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Analysis, Asset Allocation, Equities, Finance, Investments, Valuation, Asset Management
Education
Southern Methodist University - Cox School of Business 2009 — 2011
Master, Business Administration; Finance
Gonzaga University - School of Business Administration 2006 — 2008
Business Administration, Finance
Brophy 2001 — 2005
FineMark National Bank & Trust April 2012 - Present
Highmark Sports Management March 2011 - April 2012
Westpark Capital, L.P. November 2010 - January 2011
FineMark National Bank & Trust June 2010 - August 2010
Seacoast National Bank January 2009 - June 2009
Northern Trust May 2008 - August 2008
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Analysis, Asset Allocation, Equities, Finance, Investments, Valuation, Asset Management
Education
Southern Methodist University - Cox School of Business 2009 — 2011
Master, Business Administration; Finance
Gonzaga University - School of Business Administration 2006 — 2008
Business Administration, Finance
Brophy 2001 — 2005
John Amabile's Northern Trust Experience May 2000 - February 2002
Job Senior Regional Vice President, NorthStar Securities, LLC
Industry Financial Services
Experience
NorthStar Securities, LLC June 2014 - Present
Life Guard Ecumenical Foundation April 2009 - Present
TS Capital, LLC December 2010 - May 2014
The Phoenix Companies October 2006 - September 2009
Amabile Capital Management, Amabile Realty Corporation, Princeton Abstract and Search February 2002 - October 2006
Northern Trust May 2000 - February 2002
Schroders June 1998 - May 2000
AXA Financial October 1997 - June 1998
Merrill Lynch January 1997 - September 1997
Skills
Equities, Asset Managment, Mutual Funds, Investment Management, Series 7, Strategic Financial..., ETFs, Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Asset Management, Financial Services, Unit Investment Trusts, Series 63, Alternative Investments, Investment Advisory, Asset Allocation
Education
Gordon College 1990 — 1995
Bachelor of Arts, Philosophy
NorthStar Securities, LLC June 2014 - Present
Life Guard Ecumenical Foundation April 2009 - Present
TS Capital, LLC December 2010 - May 2014
The Phoenix Companies October 2006 - September 2009
Amabile Capital Management, Amabile Realty Corporation, Princeton Abstract and Search February 2002 - October 2006
Northern Trust May 2000 - February 2002
Schroders June 1998 - May 2000
AXA Financial October 1997 - June 1998
Merrill Lynch January 1997 - September 1997
Skills
Equities, Asset Managment, Mutual Funds, Investment Management, Series 7, Strategic Financial..., ETFs, Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Asset Management, Financial Services, Unit Investment Trusts, Series 63, Alternative Investments, Investment Advisory, Asset Allocation
Education
Gordon College 1990 — 1995
Bachelor of Arts, Philosophy
Rebecca Garcia's Northern Trust Experience 2009 - 2009
Job Sr. Accountant at HERE, a Nokia business
Industry Information Technology and Services
Experience
HERE, a Nokia business 2010 - Present
Mesirow Financial 2010 - 2010
Lehman Brothers 2009 - 2010
Northern Trust 2009 - 2009
Education
University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration (B.B.A.), Accounting
University of Iowa
Spanish and International Studies
General Assembly
HERE, a Nokia business 2010 - Present
Mesirow Financial 2010 - 2010
Lehman Brothers 2009 - 2010
Northern Trust 2009 - 2009
Education
University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration (B.B.A.), Accounting
University of Iowa
Spanish and International Studies
General Assembly
LaCharlotte Pinkston LaCharlotte Pinkston's Northern Trust Experience February 2011 - Present
Job Analyst, Global Talent Development at Northern Trust
Industry Human Resources
Experience
Northern Trust February 2011 - Present
Northern Trust March 2009 - February 2011
Northern Trust January 2007 - March 2009
Northern Trust January 2005 - January 2007
Northern Trust May 2000 - December 2004
Northern Trust May 1999 - April 2000
Skills
Department Budget..., Data Analysis, Human Resources, Accruals, Forecasting, Metrics, Project Management, Vendor Management, Vendor Relationships, Customer Service, Troubleshooting, Process Improvement, Employee Training, Coordinating Events, Talent Management, Teamwork, Bill Payment, Invoice Processing, Time Management, Microsoft Office, Team Building, Financial Analysis, Business Analysis, Leadership, Management
Education
Fox College Inc 1997 — 1998
Northern Trust February 2011 - Present
Northern Trust March 2009 - February 2011
Northern Trust January 2007 - March 2009
Northern Trust January 2005 - January 2007
Northern Trust May 2000 - December 2004
Northern Trust May 1999 - April 2000
Skills
Department Budget..., Data Analysis, Human Resources, Accruals, Forecasting, Metrics, Project Management, Vendor Management, Vendor Relationships, Customer Service, Troubleshooting, Process Improvement, Employee Training, Coordinating Events, Talent Management, Teamwork, Bill Payment, Invoice Processing, Time Management, Microsoft Office, Team Building, Financial Analysis, Business Analysis, Leadership, Management
Education
Fox College Inc 1997 — 1998
Marta Camargo Marta Camargo's Northern Trust Experience May 1989 - April 1996
Job
Industry Computer Software
Experience
Snap-on Business Solutions October 2012 - Present
Snap-on Business Solutions June 2007 - October 2012
Hospital Association of Southern California (HASC) May 1997 - October 2006
Ray & Berndtson April 1996 - May 1997
Northern Trust May 1989 - April 1996
Skills
Human Resources, Executive..., Outlook, Employee Relations, Communication Skills, Organizational..., Customer Service, HRIS, Internal Communications, Corporate Communications, Marketing, Strategic Planning, Management, Team Leadership, Process Improvement, Team Building, Training, Customer Satisfaction, Time Management, Software Documentation, Recruiting
Education
Indiana Wesleyan University 2010 — 2012
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Glendale Community College 2002 — 2005
Business Administration and Management, General
Snap-on Business Solutions October 2012 - Present
Snap-on Business Solutions June 2007 - October 2012
Hospital Association of Southern California (HASC) May 1997 - October 2006
Ray & Berndtson April 1996 - May 1997
Northern Trust May 1989 - April 1996
Skills
Human Resources, Executive..., Outlook, Employee Relations, Communication Skills, Organizational..., Customer Service, HRIS, Internal Communications, Corporate Communications, Marketing, Strategic Planning, Management, Team Leadership, Process Improvement, Team Building, Training, Customer Satisfaction, Time Management, Software Documentation, Recruiting
Education
Indiana Wesleyan University 2010 — 2012
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Glendale Community College 2002 — 2005
Business Administration and Management, General
Jeff Labanauskas Jeff Labanauskas's Northern Trust Experience October 2011 - May 2012
Job Seeking New Opportunities in Financial Services
Industry Financial Services
Experience
Inspira Marketing Group September 2014 - July 2015
Southern Wine & Spirits February 2014 - September 2014
Zehnder Communications August 2013 - January 2014
Randstad US, Professionals October 2012 - March 2013
Northern Trust October 2011 - May 2012
Village of Orland Park July 2004 - September 2011
Village of Orland Park September 2008 - August 2010
Skills
Time Management, Customer Service, Leadership, Project Management, Teamwork, Employee Training, Networking, Management, Project Planning, Customer Interaction, Marketing, Marketing Strategy, Retail, Social Media, Event Management, Phone Etiquette, Initiator, Social Media Marketing, Customer Focus, Problem Solving, Energetic, Direct/Phone Customer..., Organization, Multitasker, Informing, Planning, Perseverance, Interpersonal Skill
Education
Governors State University 2008 — 2009
Bachelor of Arts, Business Administration/Finance
Moraine Valley Community College 2006 — 2009
Associates of Arts
Inspira Marketing Group September 2014 - July 2015
Southern Wine & Spirits February 2014 - September 2014
Zehnder Communications August 2013 - January 2014
Randstad US, Professionals October 2012 - March 2013
Northern Trust October 2011 - May 2012
Village of Orland Park July 2004 - September 2011
Village of Orland Park September 2008 - August 2010
Skills
Time Management, Customer Service, Leadership, Project Management, Teamwork, Employee Training, Networking, Management, Project Planning, Customer Interaction, Marketing, Marketing Strategy, Retail, Social Media, Event Management, Phone Etiquette, Initiator, Social Media Marketing, Customer Focus, Problem Solving, Energetic, Direct/Phone Customer..., Organization, Multitasker, Informing, Planning, Perseverance, Interpersonal Skill
Education
Governors State University 2008 — 2009
Bachelor of Arts, Business Administration/Finance
Moraine Valley Community College 2006 — 2009
Associates of Arts
M. Scott Randall M. Scott Randall's Northern Trust Experience 2008 - 2010
Job Corporate Banking Relationship Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation January 2013 - Present
Northern Trust Corporation January 2011 - January 2013
Northern Trust 2008 - 2010
Ronin Capital June 2006 - August 2006
Skills
Financial Analysis, Investments, Credit, Equities, Financial Modeling, Mutual Funds, Securities, Portfolio Management, Bloomberg, Asset Management, Commercial Banking, Finance, Fixed Income, Wealth Management, Loans
Education
Kellogg School of Management 2012 — 2015
Master of Business Administration (M.B.A.), Marketing and Finance
Furman University 2004 — 2008
Bachelor of Arts (BA), Political Science
Northern Trust Corporation January 2013 - Present
Northern Trust Corporation January 2011 - January 2013
Northern Trust 2008 - 2010
Ronin Capital June 2006 - August 2006
Skills
Financial Analysis, Investments, Credit, Equities, Financial Modeling, Mutual Funds, Securities, Portfolio Management, Bloomberg, Asset Management, Commercial Banking, Finance, Fixed Income, Wealth Management, Loans
Education
Kellogg School of Management 2012 — 2015
Master of Business Administration (M.B.A.), Marketing and Finance
Furman University 2004 — 2008
Bachelor of Arts (BA), Political Science
Cheri Keene's Northern Trust Experience 2000 - 2011
Job Wealth Advisor at National Bank of Arizona
Industry Financial Services
Experience
National Bank of Arizona 2014 - Present
First Western Trust 2011 - 2014
Northern Trust 2000 - 2011
Wells Fargo January 1998 - May 2000
Skills
Wealth Management, Investment Management, Portfolio Management, Financial Planning, Private Banking, College Education..., Asset Allocation, Retirement Planning, Relationship Management, Mutual Funds, Alternative Investments, Investment Advisory, Strategic Financial..., Series 7, Series 66, Banking, Financial Services, Securities, Commercial Lending, Team Leadership, Consumer Lending, Treasury Management, Coaching Staff, Risk Management
Education
Grand Canyon University
Bachelor's Degree, Finance and Economics, Summa Cum Laude
National Bank of Arizona 2014 - Present
First Western Trust 2011 - 2014
Northern Trust 2000 - 2011
Wells Fargo January 1998 - May 2000
Skills
Wealth Management, Investment Management, Portfolio Management, Financial Planning, Private Banking, College Education..., Asset Allocation, Retirement Planning, Relationship Management, Mutual Funds, Alternative Investments, Investment Advisory, Strategic Financial..., Series 7, Series 66, Banking, Financial Services, Securities, Commercial Lending, Team Leadership, Consumer Lending, Treasury Management, Coaching Staff, Risk Management
Education
Grand Canyon University
Bachelor's Degree, Finance and Economics, Summa Cum Laude
Marshall Birkey Marshall Birkey's Northern Trust Experience 2014 - Present
Job Emerging Markets Senior Risk Analyst at Northern Trust
Industry Financial Services
Experience
Northern Trust 2014 - Present
Skills
Economic Research, Data Analysis, Latin America, Spanish, Administration, Microsoft Excel, Writing, Country Risk Analysis, Sovereign Debt, Non-profits, Economics, Finance, Economic Development, Community Outreach, System Administration, Analysis, Policy, Teaching, Business Analysis, Management, Politics
Education
Grove City College 2005 — 2009
B.S. in Business Economics, B.A. in Spanish
Institute of Spanish Studies, Valencia, Spain
Spanish Language and Culture
Oak Park & River Forest High School
Northern Trust 2014 - Present
Skills
Economic Research, Data Analysis, Latin America, Spanish, Administration, Microsoft Excel, Writing, Country Risk Analysis, Sovereign Debt, Non-profits, Economics, Finance, Economic Development, Community Outreach, System Administration, Analysis, Policy, Teaching, Business Analysis, Management, Politics
Education
Grove City College 2005 — 2009
B.S. in Business Economics, B.A. in Spanish
Institute of Spanish Studies, Valencia, Spain
Spanish Language and Culture
Oak Park & River Forest High School
Quinn Stoddard Quinn Stoddard's Northern Trust Experience September 2008 - March 2014
Job Regional Marketing and Events Specialist at Northern Trust
Industry Marketing and Advertising
Experience
Northern Trust Corporation March 2014 - Present
Northern Trust September 2008 - March 2014
Skills
Sales, Wealth Management..., Relationship Management, Time Management, Marketing, Corporate Events, Event Management, Event Planning, Events Organisation, Email Marketing, Social Media Marketing, Marketing Strategy, Customer Service, Marketing Communications
Education
Gonzaga University 2003 — 2005
Bachelor of Arts (B.A.), Fine/Studio Arts, General
Marymount College 2001 — 2003
Associate of Arts (A.A.), Art/Art Studies, General
Los Gatos high school
Northern Trust Corporation March 2014 - Present
Northern Trust September 2008 - March 2014
Skills
Sales, Wealth Management..., Relationship Management, Time Management, Marketing, Corporate Events, Event Management, Event Planning, Events Organisation, Email Marketing, Social Media Marketing, Marketing Strategy, Customer Service, Marketing Communications
Education
Gonzaga University 2003 — 2005
Bachelor of Arts (B.A.), Fine/Studio Arts, General
Marymount College 2001 — 2003
Associate of Arts (A.A.), Art/Art Studies, General
Los Gatos high school
Jeffrey Levin Jeffrey Levin's Northern Trust Experience January 2009 - April 2011
Job Director of Acquisitions at Riverstone Communities
Industry Real Estate
Experience
Riverstone Communities March 2013 - Present
Alidade Capital, LLC August 2012 - February 2013
Foxhall Partners June 2011 - April 2012
Northern Trust January 2009 - April 2011
Skills
Alternative Investments, Strategic Planning, Real Estate Economics, Asset Management, Acquisitions
Education
Georgetown University 2011 — 2012
Masters, Real Estate Finance
Michigan State University 2004 — 2008
Riverstone Communities March 2013 - Present
Alidade Capital, LLC August 2012 - February 2013
Foxhall Partners June 2011 - April 2012
Northern Trust January 2009 - April 2011
Skills
Alternative Investments, Strategic Planning, Real Estate Economics, Asset Management, Acquisitions
Education
Georgetown University 2011 — 2012
Masters, Real Estate Finance
Michigan State University 2004 — 2008
Roberto Medina Roberto Medina's Northern Trust Experience July 2000 - September 2001
Job President Systems Infrastructure and Operations at Tier1 Solutions
Industry Information Technology and Services
Experience
Tier1 Solutions July 2010 - Present
Bank of America September 2001 - June 2015
Merrill Lynch / Bank of America March 2010 - August 2011
Merrill Lynch / Bank of America March 2009 - February 2010
Merrill Lynch September 2004 - March 2009
Bank of America April 2004 - September 2004
TEKsystems September 2001 - April 2004
Northern Trust July 2000 - September 2001
Northern Trust January 1999 - July 2000
TEKsystems March 1995 - December 1998
Skills
Servers, Windows Server, Cisco Technologies, Networking, Troubleshooting, Project Management, System Administration, Unix, Solaris, Technical Support, Telecommunications, WAN, System Deployment, Data Center, VoIP, Microsoft Exchange, Network Marketing, Direct Sales, Energy, Network Marketing..., Project, Infrastructure, Management, Vendor Management, Disaster Recovery, Team Leadership, Hardware, IT Strategy, Software Installation, Business Analysis, VPN, Integration, Leadership, Strategic Planning, IT Management
Education
Lincoln Christian University 2011 — 2013
Bible/Biblical Studies
Global University 2009 — 2011
Bible/Biblical Studies
Joliet Junior College 2005 — 2009
IS, Computer and Network Security
Curie Metron High School 1987 — 1991
Tier1 Solutions July 2010 - Present
Bank of America September 2001 - June 2015
Merrill Lynch / Bank of America March 2010 - August 2011
Merrill Lynch / Bank of America March 2009 - February 2010
Merrill Lynch September 2004 - March 2009
Bank of America April 2004 - September 2004
TEKsystems September 2001 - April 2004
Northern Trust July 2000 - September 2001
Northern Trust January 1999 - July 2000
TEKsystems March 1995 - December 1998
Skills
Servers, Windows Server, Cisco Technologies, Networking, Troubleshooting, Project Management, System Administration, Unix, Solaris, Technical Support, Telecommunications, WAN, System Deployment, Data Center, VoIP, Microsoft Exchange, Network Marketing, Direct Sales, Energy, Network Marketing..., Project, Infrastructure, Management, Vendor Management, Disaster Recovery, Team Leadership, Hardware, IT Strategy, Software Installation, Business Analysis, VPN, Integration, Leadership, Strategic Planning, IT Management
Education
Lincoln Christian University 2011 — 2013
Bible/Biblical Studies
Global University 2009 — 2011
Bible/Biblical Studies
Joliet Junior College 2005 — 2009
IS, Computer and Network Security
Curie Metron High School 1987 — 1991
Leah Holland Leah Holland's Northern Trust Experience March 2013 - May 2015
Job Marketing Specialist at Northern Trust
Industry Banking
Experience
Kent Intermediate School District November 2011 - Present
Northern Trust March 2013 - May 2015
Riverside Integrated Systems, Inc. June 2008 - March 2013
Buffalo Wild Wings August 2006 - October 2012
Skills
Strong written and..., Exceptional..., Dedicated to achieving..., Effective productivity..., Good critical thinking..., Effective..., Administrative..., Microsoft Office, Customer Service, Microsoft Excel, Sales
Education
University of Phoenix 2009 — 2013
Bachelor's degree, Accounting
Grand Rapids Community College 2005 — 2007
Forest Hills Central
Kent Intermediate School District November 2011 - Present
Northern Trust March 2013 - May 2015
Riverside Integrated Systems, Inc. June 2008 - March 2013
Buffalo Wild Wings August 2006 - October 2012
Skills
Strong written and..., Exceptional..., Dedicated to achieving..., Effective productivity..., Good critical thinking..., Effective..., Administrative..., Microsoft Office, Customer Service, Microsoft Excel, Sales
Education
University of Phoenix 2009 — 2013
Bachelor's degree, Accounting
Grand Rapids Community College 2005 — 2007
Forest Hills Central
Sherron Lewis Sherron Lewis's Northern Trust Experience November 1997 - December 2004
Job
Industry Information Technology and Services
Experience
Boeing May 2006 - Present
Moraine Valley Community College February 2005 - May 2006
Northern Trust November 1997 - December 2004
Skills
Visio, Integration, Access, Windows, Requirements Analysis, Process Improvement, SQL, Microsoft Excel, Microsoft Office, Leadership
Education
University of Phoenix 2010 — 2011
Master of Science (MS), Information Technology
Grambling State University 1992 — 1996
Bachelor of Science (BS), Accounting
Boeing May 2006 - Present
Moraine Valley Community College February 2005 - May 2006
Northern Trust November 1997 - December 2004
Skills
Visio, Integration, Access, Windows, Requirements Analysis, Process Improvement, SQL, Microsoft Excel, Microsoft Office, Leadership
Education
University of Phoenix 2010 — 2011
Master of Science (MS), Information Technology
Grambling State University 1992 — 1996
Bachelor of Science (BS), Accounting
Rui Ping Zhu Rui Ping Zhu's Northern Trust Experience June 2008 - August 2008
Job Post Trade Derivatives Application Support Specialist
Industry Information Technology and Services
Experience
SunGard June 2014 - Present
Northwestern Memorial Hospital July 2013 - May 2014
Kirkland & Ellis LLP June 2012 - September 2012
Northwestern Memorial Hospital June 2011 - September 2011
Northern Trust June 2008 - August 2008
Chinese American Service League August 2006 - April 2007
Skills
Data Analysis, Microsoft Excel, Microsoft Office, Research, Project Management, Social Media, PowerPoint, Access, Teaching, Public Speaking, Chinese, Non-profits, Financial Modeling, Microsoft Word, Nonprofits
Education
University of Chicago 2009 — 2013
BA, Economics, Visual Art
Francis W. Parker School 2001 — 2009
SunGard June 2014 - Present
Northwestern Memorial Hospital July 2013 - May 2014
Kirkland & Ellis LLP June 2012 - September 2012
Northwestern Memorial Hospital June 2011 - September 2011
Northern Trust June 2008 - August 2008
Chinese American Service League August 2006 - April 2007
Skills
Data Analysis, Microsoft Excel, Microsoft Office, Research, Project Management, Social Media, PowerPoint, Access, Teaching, Public Speaking, Chinese, Non-profits, Financial Modeling, Microsoft Word, Nonprofits
Education
University of Chicago 2009 — 2013
BA, Economics, Visual Art
Francis W. Parker School 2001 — 2009
Evan Melcher, AIF®, ARPC®, CIMA®'s Northern Trust Experience May 2000 - September 2000
Job Senior Consultant at FiduciaryVest, LLC
Industry Investment Management
Experience
FiduciaryVest, LLC January 2015 - Present
Greenspring Wealth Management May 2012 - January 2015
SunTrust Bank January 2001 - May 2012
Northern Trust May 2000 - September 2000
New York Life / NYLIFE Securities March 1998 - January 1999
Skills
Retirement Plan..., Asset Allocation, Investments, 401k, Employee Benefits, Retirement, Investment Advisory, ERISA, CIMA, Foundations, Banking, Wealth Management, Endowments, Fee Analysis, Negotiating Fees, Fee, AIF
Education
Rollins College - Crummer Graduate School of Business 1999 — 2001
MBA, Finance
Furman University 1994 — 1999
BBA, Business Administration
FiduciaryVest, LLC January 2015 - Present
Greenspring Wealth Management May 2012 - January 2015
SunTrust Bank January 2001 - May 2012
Northern Trust May 2000 - September 2000
New York Life / NYLIFE Securities March 1998 - January 1999
Skills
Retirement Plan..., Asset Allocation, Investments, 401k, Employee Benefits, Retirement, Investment Advisory, ERISA, CIMA, Foundations, Banking, Wealth Management, Endowments, Fee Analysis, Negotiating Fees, Fee, AIF
Education
Rollins College - Crummer Graduate School of Business 1999 — 2001
MBA, Finance
Furman University 1994 — 1999
BBA, Business Administration
Muhammad Irfan Alvi Muhammad Irfan Alvi's Northern Trust Experience November 2013 - April 2015
Job Exadata, MAA & DB Server Technologies
Industry Information Technology and Services
Experience
Oracle May 2015 - Present
Northern Trust November 2013 - April 2015
CME Group February 2010 - October 2013
CME Group December 2008 - January 2010
CME Group 2005 - December 2008
Visage Solutions June 2004 - December 2004
Ora-Tech Systems February 2002 - April 2004
Education
Hamdard University 1999 — 2001
MS in Computer Science, Computer Software Engineering
Oracle May 2015 - Present
Northern Trust November 2013 - April 2015
CME Group February 2010 - October 2013
CME Group December 2008 - January 2010
CME Group 2005 - December 2008
Visage Solutions June 2004 - December 2004
Ora-Tech Systems February 2002 - April 2004
Education
Hamdard University 1999 — 2001
MS in Computer Science, Computer Software Engineering
John Horan, CAMS, MBA John Horan, CAMS, MBA's Northern Trust Experience 2005 - 2009
Job Investigations Specialist at FDIC
Industry Financial Services
Experience
FDIC March 2011 - Present
ACFE 2012 - 2012
Union Bank January 2011 - March 2011
FDIC October 2009 - May 2010
Northern Trust 2005 - 2009
Capital One 2003 - 2005
AXA Equitable 2002 - 2003
E*TRADE Financial 1998 - 2001
Charles Schwab 1997 - 1998
FINRA 1987 - 1997
Skills
AML, Risk Management, Financial Risk, Due Diligence, Internal Controls, Banking, Auditing, Project Management, Enterprise Risk..., Internal Audit, Operational Risk..., Risk Assessment, Asset Managment, Sarbanes-Oxley Act, Financial Analysis, Financial Services, Fraud, Loans
Education
American Bankers Association (ABA) National Compliance School 2004 — 2004
Golden Gate University 1992 — 1994
MBA, Corporate Finance
University of Colorado Boulder - Leeds School of Business 1983 — 1986
BS, Corporate Finance
Palo Alto High School 1976 — 1980
GE
FDIC March 2011 - Present
ACFE 2012 - 2012
Union Bank January 2011 - March 2011
FDIC October 2009 - May 2010
Northern Trust 2005 - 2009
Capital One 2003 - 2005
AXA Equitable 2002 - 2003
E*TRADE Financial 1998 - 2001
Charles Schwab 1997 - 1998
FINRA 1987 - 1997
Skills
AML, Risk Management, Financial Risk, Due Diligence, Internal Controls, Banking, Auditing, Project Management, Enterprise Risk..., Internal Audit, Operational Risk..., Risk Assessment, Asset Managment, Sarbanes-Oxley Act, Financial Analysis, Financial Services, Fraud, Loans
Education
American Bankers Association (ABA) National Compliance School 2004 — 2004
Golden Gate University 1992 — 1994
MBA, Corporate Finance
University of Colorado Boulder - Leeds School of Business 1983 — 1986
BS, Corporate Finance
Palo Alto High School 1976 — 1980
GE
FAISAL MAHMOOD - CPA FAISAL MAHMOOD - CPA's Northern Trust Experience July 2001 - December 2007
Job Accounting Professional
Industry Accounting
Experience
TORONTO August 2011 - Present
BELL CANADA December 2007 - July 2011
Northern Trust July 2001 - December 2007
Skills
Toronto, Financial Accounting, Internal Controls, Variance Analysis, IFRS, GAAP, Accounting, Financial Reporting, Account Reconciliation, Accruals, Financial Analysis, Financial Statements, Management, Financial Audits, Forecasting, Internal Audit, Auditing, Budgets, Cash Flow, Analysis, Sarbanes-Oxley, Journal Entries, Finance, Sarbanes-Oxley Act, SAP, Payroll, Bank Reconciliation, Accounts Payable, Income Statement, General Ledger, QuickBooks, Access, External Audit, Cost Accounting, Financial Risk, Accounts Receivable
Education
AICPA - BECKER 2005 — 2007
CPA, ACCOUNTING
University of Central Punjab 1991 — 1993
M.COM, COMMERCE
YEAR OF PASSINGUNIVERSITY
M.COM
University of Central Punjab 1989 — 1991
MBE, BUSINESS EDUCATION
Government College University, Lahore 1986 — 1988
Bachelor's degree, ECONOMICS, MATH, STAT
TORONTO August 2011 - Present
BELL CANADA December 2007 - July 2011
Northern Trust July 2001 - December 2007
Skills
Toronto, Financial Accounting, Internal Controls, Variance Analysis, IFRS, GAAP, Accounting, Financial Reporting, Account Reconciliation, Accruals, Financial Analysis, Financial Statements, Management, Financial Audits, Forecasting, Internal Audit, Auditing, Budgets, Cash Flow, Analysis, Sarbanes-Oxley, Journal Entries, Finance, Sarbanes-Oxley Act, SAP, Payroll, Bank Reconciliation, Accounts Payable, Income Statement, General Ledger, QuickBooks, Access, External Audit, Cost Accounting, Financial Risk, Accounts Receivable
Education
AICPA - BECKER 2005 — 2007
CPA, ACCOUNTING
University of Central Punjab 1991 — 1993
M.COM, COMMERCE
YEAR OF PASSINGUNIVERSITY
M.COM
University of Central Punjab 1989 — 1991
MBE, BUSINESS EDUCATION
Government College University, Lahore 1986 — 1988
Bachelor's degree, ECONOMICS, MATH, STAT
Catherine Flanagan's Northern Trust Experience October 2006 - July 2007
Job Financial Advisor at Kovitz Investment Group
Industry Investment Management
Experience
Kovitz Investment Group June 2011 - Present
Credit Suisse July 2007 - June 2011
Northern Trust October 2006 - July 2007
Skills
Fixed Income, Equities, Investments, Asset Managment, Series 7, Portfolio Management, Asset Allocation, Securities
Education
Fordham University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Kovitz Investment Group June 2011 - Present
Credit Suisse July 2007 - June 2011
Northern Trust October 2006 - July 2007
Skills
Fixed Income, Equities, Investments, Asset Managment, Series 7, Portfolio Management, Asset Allocation, Securities
Education
Fordham University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Eric D. Adams's Northern Trust Experience October 2006 - October 2007
Job Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan 2010 - Present
J.P. Morgan 2010 - 2010
J.P. Morgan 2007 - 2010
Northern Trust October 2006 - October 2007
Education
Fordham University - Graduate School of Business Administration 2013 — 2016
Master of Business Administration (MBA), Accounting & Finance
University of Wisconsin-Madison 2002 — 2006
B.A., Economics, Political Science, Finance
J.P. Morgan 2010 - Present
J.P. Morgan 2010 - 2010
J.P. Morgan 2007 - 2010
Northern Trust October 2006 - October 2007
Education
Fordham University - Graduate School of Business Administration 2013 — 2016
Master of Business Administration (MBA), Accounting & Finance
University of Wisconsin-Madison 2002 — 2006
B.A., Economics, Political Science, Finance
John Leyva's Northern Trust Experience July 1993 - August 1995
Job Territory Manager at superDimension, South Florida
Industry Medical Devices
Experience
Medtronic November 2011 - Present
Bard Access Systems July 2006 - October 2011
Cintas September 1995 - August 2006
Northern Trust July 1993 - August 1995
Skills
Medical Devices, Capital Equipment, Surgeons, Hospitals, Market Development, Disposables, Operating Room, Sales Management, Surgical Instruments, Managed Care, Cold Calling, Pulmonology, Product Marketing, Product Management, Selling, Sales Presentations, Sales Force Development, Capital Equipment Sales, Urology, OB/GYN, Product Launch, Pharmaceutical Sales, Competitive Analysis, Orthopedic, Sales Operations, General Surgery, Interventional Radiology, Surgery, Cath Lab, Vascular, Sales, Orthopedics
Education
Florida State University - College of Business
BS, Finance
Medtronic November 2011 - Present
Bard Access Systems July 2006 - October 2011
Cintas September 1995 - August 2006
Northern Trust July 1993 - August 1995
Skills
Medical Devices, Capital Equipment, Surgeons, Hospitals, Market Development, Disposables, Operating Room, Sales Management, Surgical Instruments, Managed Care, Cold Calling, Pulmonology, Product Marketing, Product Management, Selling, Sales Presentations, Sales Force Development, Capital Equipment Sales, Urology, OB/GYN, Product Launch, Pharmaceutical Sales, Competitive Analysis, Orthopedic, Sales Operations, General Surgery, Interventional Radiology, Surgery, Cath Lab, Vascular, Sales, Orthopedics
Education
Florida State University - College of Business
BS, Finance
Kathy Barr, CISA, ITILv3's Northern Trust Experience October 2012 - November 2014
Job IT Audit Supervisor at Umpqua Bank
Industry Financial Services
Experience
Umpqua Bank December 2014 - Present
Northern Trust October 2012 - November 2014
KPMG August 2004 - January 2009
Ernst & Young January 1999 - August 2004
Skills
IT Audit, Project Management, Risk Management, Budget, Program Management, Change Management, CISA, SAS70, Sarbanes-Oxley Act, Information Security, ITGC, Enterprise Risk..., Information Technology, COBIT, Information Security..., SOX 404, Risk Assessment, Auditing, Sarbanes-Oxley, Internal Controls, Internal Audit, Business Process..., Business Process, Governance, Budgets, Leadership, Management
Education
Franklin University
Bachelor, Business Administration
Umpqua Bank December 2014 - Present
Northern Trust October 2012 - November 2014
KPMG August 2004 - January 2009
Ernst & Young January 1999 - August 2004
Skills
IT Audit, Project Management, Risk Management, Budget, Program Management, Change Management, CISA, SAS70, Sarbanes-Oxley Act, Information Security, ITGC, Enterprise Risk..., Information Technology, COBIT, Information Security..., SOX 404, Risk Assessment, Auditing, Sarbanes-Oxley, Internal Controls, Internal Audit, Business Process..., Business Process, Governance, Budgets, Leadership, Management
Education
Franklin University
Bachelor, Business Administration
Bernetta Adams's Northern Trust Experience November 2007 - Present
Job Banking Professional
Industry Banking
Experience
Northern Trust November 2007 - Present
JPMorgan Chase 1998 - 2007
Northern Trust Company 1995 - 1998
Education
Governors State University 1991 — 1993
Southern Illinois University, Carbondale 1985 — 1989
Accounting
Northern Trust November 2007 - Present
JPMorgan Chase 1998 - 2007
Northern Trust Company 1995 - 1998
Education
Governors State University 1991 — 1993
Southern Illinois University, Carbondale 1985 — 1989
Accounting
Nicole Schramm, MBA's Northern Trust Experience August 2000 - September 2002
Job Bookkeeper at Community High School District 99
Industry Financial Services
Experience
Community High School District 99 August 2015 - Present
Westwood College May 2014 - Present
Community High School District 99 May 2013 - August 2015
Sarge Advisors March 2013 - September 2013
Alta Colleges February 2005 - September 2012
Alta Colleges April 2003 - September 2012
Northern Trust August 2000 - September 2002
Skills
Student Financial Aid, Student Affairs, Higher Education, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Microsoft Excel, Customer Service, Data Entry, Public Speaking, Administrative..., File Management, Research, Non-profits, PeopleSoft, Spreadsheets, Teaching, Project Management, Proofreading, Compliance, CampusVue, ImageNow, Citrix Metaframe, Typing, Accounts Receivable, Access, Office Management, Accounts Payable, Management, Admissions, Administrative..., Nonprofits
Education
Northern Illinois University 2014 — 2016
Master of Education, School Business Management, Graduate
Kaplan University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, Graduate, Summa Cum Laude
Westwood College 2005 — 2007
Bachelor of Applied Science (B.A.Sc.), Information Systems Security
Westwood College-Dupage 2003 — 2005
Associate of Applied Science, Computer Network Engineering
Fox College Inc 1999 — 2000
Associate of Arts and Sciences (AAS), Administrative Assistant and Secretarial Science, General
Community High School District 99 August 2015 - Present
Westwood College May 2014 - Present
Community High School District 99 May 2013 - August 2015
Sarge Advisors March 2013 - September 2013
Alta Colleges February 2005 - September 2012
Alta Colleges April 2003 - September 2012
Northern Trust August 2000 - September 2002
Skills
Student Financial Aid, Student Affairs, Higher Education, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Microsoft Excel, Customer Service, Data Entry, Public Speaking, Administrative..., File Management, Research, Non-profits, PeopleSoft, Spreadsheets, Teaching, Project Management, Proofreading, Compliance, CampusVue, ImageNow, Citrix Metaframe, Typing, Accounts Receivable, Access, Office Management, Accounts Payable, Management, Admissions, Administrative..., Nonprofits
Education
Northern Illinois University 2014 — 2016
Master of Education, School Business Management, Graduate
Kaplan University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, Graduate, Summa Cum Laude
Westwood College 2005 — 2007
Bachelor of Applied Science (B.A.Sc.), Information Systems Security
Westwood College-Dupage 2003 — 2005
Associate of Applied Science, Computer Network Engineering
Fox College Inc 1999 — 2000
Associate of Arts and Sciences (AAS), Administrative Assistant and Secretarial Science, General
Brooks Luckett's Northern Trust Experience November 2005 - January 2010
Job Investment Associate at Northern Trust
Industry Banking
Experience
Northern Trust November 2005 - January 2010
Education
Georgia Southern University - College of Business Administration 1994 — 1998
Bachelor, Finance
Northern Trust November 2005 - January 2010
Education
Georgia Southern University - College of Business Administration 1994 — 1998
Bachelor, Finance
Marty Campbell's Northern Trust Experience December 1995 - October 2010
Job Regional Sales Executive at Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company September 2013 - Present
Hand Benefits & Trust October 2010 - August 2013
Northern Trust December 1995 - October 2010
United States Navy June 1987 - June 1993
Skills
Investments, 401k, Alternative Investments, Asset Allocation, Asset Managment, Retirement, Pensions, Investment Advisory, Investment Management, Asset Management, Retirement Planning, ETFs, Financial Advisory, Strategy, Employee Benefits, Securities, Financial Analysis, Equities, Defined Benefit, Strategic Financial..., Relationship Management, Fixed Income, Financial Services, Investment Strategies
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Marketing, Finance
Florida State University - College of Business 1989 — 1993
Bachelors, Marketing, Multinational Business
Chatham 1984 — 1987
Reliance Trust Company September 2013 - Present
Hand Benefits & Trust October 2010 - August 2013
Northern Trust December 1995 - October 2010
United States Navy June 1987 - June 1993
Skills
Investments, 401k, Alternative Investments, Asset Allocation, Asset Managment, Retirement, Pensions, Investment Advisory, Investment Management, Asset Management, Retirement Planning, ETFs, Financial Advisory, Strategy, Employee Benefits, Securities, Financial Analysis, Equities, Defined Benefit, Strategic Financial..., Relationship Management, Fixed Income, Financial Services, Investment Strategies
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Marketing, Finance
Florida State University - College of Business 1989 — 1993
Bachelors, Marketing, Multinational Business
Chatham 1984 — 1987
Frank Kapica's Northern Trust Experience January 1987 - July 1995
Job
Industry Information Technology and Services
Experience
Baxter International Inc. June 2015 - Present
Deloitte Touche Tohmatsu Limited (DTTL) October 2013 - June 2015
PwC- PricewaterhouseCoopers November 2012 - October 2013
Mesirow Financial July 2008 - October 2012
Royal Bank of Scotland / ABN Amro Bank NV October 2000 - July 2008
CA Technologies / Platinum Technology April 2000 - October 2000
DigitalWork February 2000 - April 2000
Bank of America / NationsBank / Chicago Research & Trading (CRT) April 1996 - January 2000
Abbott Laboratories August 1995 - April 1996
Northern Trust January 1987 - July 1995
Education
Iowa State University
College of Engineering Graduate Certificate, Information Assurance
Loyola University of Chicago - Graduate School of Business
Master of Science (M.S.), Information Systems Management
Loyola University of Chicago - Graduate School of Business
Graduate School of Business Certificate Program, Business Intelligence & Data Warehousing
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Information Systems
Harper College
Associate of Arts (A.A.), Business Administration
Baxter International Inc. June 2015 - Present
Deloitte Touche Tohmatsu Limited (DTTL) October 2013 - June 2015
PwC- PricewaterhouseCoopers November 2012 - October 2013
Mesirow Financial July 2008 - October 2012
Royal Bank of Scotland / ABN Amro Bank NV October 2000 - July 2008
CA Technologies / Platinum Technology April 2000 - October 2000
DigitalWork February 2000 - April 2000
Bank of America / NationsBank / Chicago Research & Trading (CRT) April 1996 - January 2000
Abbott Laboratories August 1995 - April 1996
Northern Trust January 1987 - July 1995
Education
Iowa State University
College of Engineering Graduate Certificate, Information Assurance
Loyola University of Chicago - Graduate School of Business
Master of Science (M.S.), Information Systems Management
Loyola University of Chicago - Graduate School of Business
Graduate School of Business Certificate Program, Business Intelligence & Data Warehousing
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Information Systems
Harper College
Associate of Arts (A.A.), Business Administration
Derek Vick's Northern Trust Experience 1995 - 1998
Job Manager, Performance Analytics at Invesco Real Estate
Industry Real Estate
Experience
Invesco Real Estate August 2012 - Present
Behringer Harvard February 2007 - August 2012
PNL Companies January 2006 - February 2007
ING Clarion July 2001 - December 2005
Thomson Financial 1998 - 2001
Northern Trust 1995 - 1998
Skills
Investments, Portfolio Management, Real Estate, Contract Negotiation, Due Diligence, Financial Analysis
Education
London School of Economics and Political Science 1998 — 1998
Georgia State University - J. Mack Robinson College of Business 1996 — 1998
MBA, Finance
The University of Georgia 1990 — 1994
BA, Economics
Invesco Real Estate August 2012 - Present
Behringer Harvard February 2007 - August 2012
PNL Companies January 2006 - February 2007
ING Clarion July 2001 - December 2005
Thomson Financial 1998 - 2001
Northern Trust 1995 - 1998
Skills
Investments, Portfolio Management, Real Estate, Contract Negotiation, Due Diligence, Financial Analysis
Education
London School of Economics and Political Science 1998 — 1998
Georgia State University - J. Mack Robinson College of Business 1996 — 1998
MBA, Finance
The University of Georgia 1990 — 1994
BA, Economics
Darius Carpenter's Northern Trust Experience October 2001 - Present
Job Mutual Fund Accountant at Northern Trust
Industry Financial Services
Experience
Northern Trust October 2001 - Present
JP Morgan Chase April 1995 - September 2001
Education
Governors State University 1996 — 1998
Accounting
Northern Trust October 2001 - Present
JP Morgan Chase April 1995 - September 2001
Education
Governors State University 1996 — 1998
Accounting
Nate Comly's Northern Trust Experience September 1998 - July 2000
Job International Trade Analyst at U.S. International Trade Commission
Industry International Trade and Development
Experience
U.S. International Trade Commission February 2006 - Present
US-South Africa Business Council January 2005 - July 2005
Hewitt Associates August 2000 - August 2003
Northern Trust September 1998 - July 2000
New Africa Advisors 1999 - 2000
Angelica Corporation October 1997 - May 1998
Weston & Sampson Engineers September 1995 - September 1997
Skills
International..., Economic Development, International Economics, Data Analysis, Investments, Public Policy, International Trade, Research, Strategic Planning, Business Development, Policy Analysis, Analysis, International Business, Foreign Policy, Risk Management, Economics, International Relations
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2003 — 2005
MA, International Relations - Economics/Africa Studies
Thunderbird School of Global Management 2002 — 2003
MBA, International Business
Thunderbird School of Global Management 2001 — 2003
MBA-IM, International Business
Gordon College 1991 — 1995
Bachelor of Arts (B.A.), Accounting and Business/Management
Waterford Kamhlaba UWC 1986 — 1989
HighSchool
U.S. International Trade Commission February 2006 - Present
US-South Africa Business Council January 2005 - July 2005
Hewitt Associates August 2000 - August 2003
Northern Trust September 1998 - July 2000
New Africa Advisors 1999 - 2000
Angelica Corporation October 1997 - May 1998
Weston & Sampson Engineers September 1995 - September 1997
Skills
International..., Economic Development, International Economics, Data Analysis, Investments, Public Policy, International Trade, Research, Strategic Planning, Business Development, Policy Analysis, Analysis, International Business, Foreign Policy, Risk Management, Economics, International Relations
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2003 — 2005
MA, International Relations - Economics/Africa Studies
Thunderbird School of Global Management 2002 — 2003
MBA, International Business
Thunderbird School of Global Management 2001 — 2003
MBA-IM, International Business
Gordon College 1991 — 1995
Bachelor of Arts (B.A.), Accounting and Business/Management
Waterford Kamhlaba UWC 1986 — 1989
HighSchool
Angelica Feeney's Northern Trust Experience January 2008 - Present
Job Contract Administrator at Northern Trust
Industry Legal Services
Experience
Northern Trust January 2008 - Present
Education
Fordham University 1988 — 1992
Northern Trust January 2008 - Present
Education
Fordham University 1988 — 1992
Andrew Zagorski's Northern Trust Experience 2012 - 2013
Job Implementation Project Manager at SunGard
Industry Financial Services
Experience
SunGard July 2014 - Present
J.P. Morgan Chase 2013 - 2014
Northern Trust 2012 - 2013
Chicago Trading Company 2009 - 2012
Orc Software January 2008 - December 2008
CME Group (previously Chicago Board of Trade) April 2004 - February 2008
Chicago Board of Trade December 1990 - April 2004
Skills
Market Data, Trading, Derivatives, Proprietary Trading, Options, Trading Systems, Electronic Trading, Low Latency, Electronic Trading..., Equities, Back Office, Agile Methodologies, Investment Banking
Education
Governors State University
Masters, Educational/Instructional Technology
Southern Illinois University, Carbondale
Bachelors, Occupational Education
SunGard July 2014 - Present
J.P. Morgan Chase 2013 - 2014
Northern Trust 2012 - 2013
Chicago Trading Company 2009 - 2012
Orc Software January 2008 - December 2008
CME Group (previously Chicago Board of Trade) April 2004 - February 2008
Chicago Board of Trade December 1990 - April 2004
Skills
Market Data, Trading, Derivatives, Proprietary Trading, Options, Trading Systems, Electronic Trading, Low Latency, Electronic Trading..., Equities, Back Office, Agile Methodologies, Investment Banking
Education
Governors State University
Masters, Educational/Instructional Technology
Southern Illinois University, Carbondale
Bachelors, Occupational Education
Dana Gray, JD, LLM, CFP®'s Northern Trust Experience February 2006 - Present
Job Senior Trust Advisor at Northern Trust
Industry Financial Services
Experience
Northern Trust February 2006 - Present
Quintile Wealth Management November 2002 - February 2006
myCFO May 2000 - November 2002
Deloitte & Touche August 1997 - May 2000
Skills
Strategic Financial..., Wealth Management..., Trust Management, Wealth, High Net Worth..., Trust Services, Wills, Financial Modeling, Financial Planning, Retirement, Philanthropy, Investment Strategies, Bonds, Financial Advisory, Banking, Inheritance Tax Planning, Tax Law, Cash Management, Asset Protection, Estate Tax Planning, 401k, Estate Planning
Education
Golden Gate University, School of Law 1999 — 2001
LLM, Tax, With Highest Honors
Whittier Law School 1989 — 1992
JD, Law, Magna Cum Laude
Loyola Marymount University 1984 — 1987
BA, European Studies/Civilization
Loyola Rome 1985 — 1985
Northern Trust February 2006 - Present
Quintile Wealth Management November 2002 - February 2006
myCFO May 2000 - November 2002
Deloitte & Touche August 1997 - May 2000
Skills
Strategic Financial..., Wealth Management..., Trust Management, Wealth, High Net Worth..., Trust Services, Wills, Financial Modeling, Financial Planning, Retirement, Philanthropy, Investment Strategies, Bonds, Financial Advisory, Banking, Inheritance Tax Planning, Tax Law, Cash Management, Asset Protection, Estate Tax Planning, 401k, Estate Planning
Education
Golden Gate University, School of Law 1999 — 2001
LLM, Tax, With Highest Honors
Whittier Law School 1989 — 1992
JD, Law, Magna Cum Laude
Loyola Marymount University 1984 — 1987
BA, European Studies/Civilization
Loyola Rome 1985 — 1985
Liza Ogwel's Northern Trust Experience November 2007 - July 2010
Job Accounting Specialist at Salal Credit Union
Industry Financial Services
Experience
Salal Credit Union October 2013 - Present
Salal Credit Union April 2012 - September 2013
John L Scott Real Estate October 2010 - March 2012
Northern Trust November 2007 - July 2010
Alaska USA Federal Credit Union July 2007 - November 2007
Skills
Banking, Financial Analysis, Credit, Loans, Real Estate, Customer Service, Sales, Marketing, Strategic Planning, Asset Managment, Team Building, Microsoft Office, Team Leadership, Event Planning, Process Improvement, Project Management, Leadership Development, G/L Reconciliations, Bookkeeping, Reporting & Analysis, Training & Development
Education
Gonzaga University 2009 — 2011
Master of Art's, Organizational Leadership
University of Washington 2005 — 2007
Bachelor of Art's, Drama
Green River Community College 1999 — 2003
Associate of Art's
Salal Credit Union October 2013 - Present
Salal Credit Union April 2012 - September 2013
John L Scott Real Estate October 2010 - March 2012
Northern Trust November 2007 - July 2010
Alaska USA Federal Credit Union July 2007 - November 2007
Skills
Banking, Financial Analysis, Credit, Loans, Real Estate, Customer Service, Sales, Marketing, Strategic Planning, Asset Managment, Team Building, Microsoft Office, Team Leadership, Event Planning, Process Improvement, Project Management, Leadership Development, G/L Reconciliations, Bookkeeping, Reporting & Analysis, Training & Development
Education
Gonzaga University 2009 — 2011
Master of Art's, Organizational Leadership
University of Washington 2005 — 2007
Bachelor of Art's, Drama
Green River Community College 1999 — 2003
Associate of Art's
Becca Cosgrove's Northern Trust Experience September 2011 - March 2014
Job Project Management
Industry Banking
Experience
Northern Trust September 2011 - March 2014
Northern Trust January 2008 - September 2011
Skills
Process Improvement, SDLC, Risk Management, Visio
Education
Grand Valley State University 2000 — 2004
Northern Trust September 2011 - March 2014
Northern Trust January 2008 - September 2011
Skills
Process Improvement, SDLC, Risk Management, Visio
Education
Grand Valley State University 2000 — 2004
Blair Lele's Northern Trust Experience March 1984 - May 1987
Job Director of Investor Relations at Tangram Solutions, LLC
Industry Computer Software
Experience
Tangram Solutions, LLC March 2014 - Present
@properties September 2010 - Present
Historic Lakefront Estates October 1998 - January 2004
The IMart.com April 1999 - December 2001
Rubloff Residential Properties 1994 - 1998
Jameson Realty April 1990 - September 1994
Carlisle Collection January 1990 - June 1992
Thrush Development July 1987 - March 1990
Northern Trust March 1984 - May 1987
Becker Warburg Paribas, Inc. April 1982 - March 1983
Skills
Single Family Homes, Real Estate, Sellers, Condos, Townhomes, Residential Homes, Real Property, Buyers, Home, Investment Properties, Real Estate Transactions, Investments, Selling, Foreclosures, Property, New Homes, Buyer Representation, Referrals, Rentals, Contract Negotiation, First Time Home Buyers, Short Sales, Relocation, New Home Sales, Luxury, Home Staging, REO, Property Management, Investors, Listings, Brokerage, Vacation Homes, Real Estate Development, Leases, Apartments, FHA, Real Estate Economics, Seller Representation, Resellers, SFR, Disposition, Land Acquisition, Social Networking, Strategic Planning, Philanthropy, Wealth Management, Project Management, Relocation Buyers, Move Up Buyers, Income Properties
Education
Southern Methodist University 1978 — 1982
B.A., English Major; Minor Studies in Business Administration and French (C.C.I.P. Examen)
The Masters School 1976 — 1978
High School: General Education
Francis W. Parker School 1965 — 1976
Elementary School and High School
Tangram Solutions, LLC March 2014 - Present
@properties September 2010 - Present
Historic Lakefront Estates October 1998 - January 2004
The IMart.com April 1999 - December 2001
Rubloff Residential Properties 1994 - 1998
Jameson Realty April 1990 - September 1994
Carlisle Collection January 1990 - June 1992
Thrush Development July 1987 - March 1990
Northern Trust March 1984 - May 1987
Becker Warburg Paribas, Inc. April 1982 - March 1983
Skills
Single Family Homes, Real Estate, Sellers, Condos, Townhomes, Residential Homes, Real Property, Buyers, Home, Investment Properties, Real Estate Transactions, Investments, Selling, Foreclosures, Property, New Homes, Buyer Representation, Referrals, Rentals, Contract Negotiation, First Time Home Buyers, Short Sales, Relocation, New Home Sales, Luxury, Home Staging, REO, Property Management, Investors, Listings, Brokerage, Vacation Homes, Real Estate Development, Leases, Apartments, FHA, Real Estate Economics, Seller Representation, Resellers, SFR, Disposition, Land Acquisition, Social Networking, Strategic Planning, Philanthropy, Wealth Management, Project Management, Relocation Buyers, Move Up Buyers, Income Properties
Education
Southern Methodist University 1978 — 1982
B.A., English Major; Minor Studies in Business Administration and French (C.C.I.P. Examen)
The Masters School 1976 — 1978
High School: General Education
Francis W. Parker School 1965 — 1976
Elementary School and High School
Adrienne Kiessel's Northern Trust Experience January 2009 - Present
Job Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust January 2009 - Present
Magnetar Capital August 2006 - August 2008
Fairview Capital 2002 - February 2006
Ritchie Capital Management December 2001 - February 2003
Skills
Hedge Funds, Asset Managment, Financial Services, Asset Management, Securities, Fixed Income, Equities, Mutual Funds, Alternative Investments, Bloomberg, Corporate Actions, Tax, Audit, Quality Control, Internal Controls, Fund Accounting, Global Operations, Sovereign Debt, Fair Value, Fund Of Funds
Education
Golden Gate University
University of Minnesota-Twin Cities
Northern Trust January 2009 - Present
Magnetar Capital August 2006 - August 2008
Fairview Capital 2002 - February 2006
Ritchie Capital Management December 2001 - February 2003
Skills
Hedge Funds, Asset Managment, Financial Services, Asset Management, Securities, Fixed Income, Equities, Mutual Funds, Alternative Investments, Bloomberg, Corporate Actions, Tax, Audit, Quality Control, Internal Controls, Fund Accounting, Global Operations, Sovereign Debt, Fair Value, Fund Of Funds
Education
Golden Gate University
University of Minnesota-Twin Cities
Laurie Hedlund's Northern Trust Experience November 2010 - May 2014
Job School Library Media Specialist at St. Luke Parish School
Industry Financial Services
Experience
St. Luke Parish School August 2014 - Present
Northern Trust November 2010 - May 2014
Melvin Securities September 2008 - September 2010
Jackson Securities February 2002 - July 2008
ABN AMRO 1997 - 2000
Skills
Series 7, Equities, Series 63, Asset Managment, Fixed Income, Securities, Investment Banking
Education
Fontbonne University 1987 — 1991
BA, BUSINESS/FINANCE
Dominican University
Master of Library & Information Science (MLIS)
St. Luke Parish School August 2014 - Present
Northern Trust November 2010 - May 2014
Melvin Securities September 2008 - September 2010
Jackson Securities February 2002 - July 2008
ABN AMRO 1997 - 2000
Skills
Series 7, Equities, Series 63, Asset Managment, Fixed Income, Securities, Investment Banking
Education
Fontbonne University 1987 — 1991
BA, BUSINESS/FINANCE
Dominican University
Master of Library & Information Science (MLIS)
Bill Hurley's Northern Trust Experience 2004 - Present
Job Senior Research Analyst at Northern Trust
Industry Investment Management
Experience
Northern Trust 2004 - Present
Empirical Brewery 2011 - Present
MFS Investment Management 2000 - 2002
Education
Northwestern University - Kellogg School of Management 2002 — 2004
MBA, Finance, Strategy, Marketing
Georgetown University - The McDonough School of Business 1992 — 1996
BSBA, Finance, International Business
Northern Trust 2004 - Present
Empirical Brewery 2011 - Present
MFS Investment Management 2000 - 2002
Education
Northwestern University - Kellogg School of Management 2002 — 2004
MBA, Finance, Strategy, Marketing
Georgetown University - The McDonough School of Business 1992 — 1996
BSBA, Finance, International Business
Edward (Ted) Henderson's Northern Trust Experience July 2006 - October 2014
Job Managing Director at U.S. Trust
Industry Investment Management
Experience
U.S. Trust November 2014 - Present
Northern Trust July 2006 - October 2014
Robbins and Henderson January 1997 - June 2006
Hambrecht & Quist 1994 - June 1996
Merrill Lynch 1990 - 1994
Salomon Brothers 1986 - 1990
Skills
Wealth Management, Alternative Investments, Hedge Funds, Fixed Income, Asset Managment, Series 7, Equities, Investments, Asset Management, Asset Allocation, Options, FINRA, Wealth Management..., Mutual Funds, Securities, Wealth, Series 63, Strategic Financial..., Trading, Portfolio Management, Estate Planning, Capital Markets, Private Equity, Equity Research, Strategy, Financial Services, Investment Banking, High Net Worth..., Investment Management, Investment Strategies, Investment Advisory, Finance, Financial Advisory, Valuation
Education
Georgetown University 1980 — 1984
BA
The Lawrenceville School 1977 — 1980
U.S. Trust November 2014 - Present
Northern Trust July 2006 - October 2014
Robbins and Henderson January 1997 - June 2006
Hambrecht & Quist 1994 - June 1996
Merrill Lynch 1990 - 1994
Salomon Brothers 1986 - 1990
Skills
Wealth Management, Alternative Investments, Hedge Funds, Fixed Income, Asset Managment, Series 7, Equities, Investments, Asset Management, Asset Allocation, Options, FINRA, Wealth Management..., Mutual Funds, Securities, Wealth, Series 63, Strategic Financial..., Trading, Portfolio Management, Estate Planning, Capital Markets, Private Equity, Equity Research, Strategy, Financial Services, Investment Banking, High Net Worth..., Investment Management, Investment Strategies, Investment Advisory, Finance, Financial Advisory, Valuation
Education
Georgetown University 1980 — 1984
BA
The Lawrenceville School 1977 — 1980
Ghiane Jones's Northern Trust Experience March 2013 - February 2015
Job Institutional Account Executive at Invesco PowerShares
Industry Investment Management
Experience
Invesco PowerShares February 2015 - Present
Northern Trust March 2013 - February 2015
Goldman Sachs September 2010 - February 2013
Goldman Sachs September 2009 - August 2010
Goldman Sachs July 2007 - September 2009
Hamilton College August 2006 - December 2006
Goldman Sachs June 2006 - August 2006
Winston & Strawn LLP June 2005 - January 2006
Hill & Knowlton Strategies August 2005 - December 2005
Skills
Capital Markets, Asset Managment, Portfolio Construction, Asset Allocation, Investment Consulting, quantitative analysis, Economics, Marketing, Relationship Management, Investment Sales, Alternative Investments, Derivatives, Risk Management, Business Process..., Project Management, Excel, PowerPoint, Hedge Funds, Private Equity, Structured Products, Asset Management, Mutual Funds, Options, Series 63, ETFs, Portfolio Management
Education
Hamilton College 2003 — 2007
Bachelor's, Economics
Seton Academy College Preparatory School 1999 — 2003
High School Diploma
Invesco PowerShares February 2015 - Present
Northern Trust March 2013 - February 2015
Goldman Sachs September 2010 - February 2013
Goldman Sachs September 2009 - August 2010
Goldman Sachs July 2007 - September 2009
Hamilton College August 2006 - December 2006
Goldman Sachs June 2006 - August 2006
Winston & Strawn LLP June 2005 - January 2006
Hill & Knowlton Strategies August 2005 - December 2005
Skills
Capital Markets, Asset Managment, Portfolio Construction, Asset Allocation, Investment Consulting, quantitative analysis, Economics, Marketing, Relationship Management, Investment Sales, Alternative Investments, Derivatives, Risk Management, Business Process..., Project Management, Excel, PowerPoint, Hedge Funds, Private Equity, Structured Products, Asset Management, Mutual Funds, Options, Series 63, ETFs, Portfolio Management
Education
Hamilton College 2003 — 2007
Bachelor's, Economics
Seton Academy College Preparatory School 1999 — 2003
High School Diploma
Colleen Reed's Northern Trust Experience October 2012 - Present
Job 2nd Vice President, Personal Trust Assistant Relationship Manager at Northern Trust
Industry Banking
Experience
Northern Trust October 2012 - Present
U.S. Trust, Bank of America Private Wealth Management April 2006 - March 2012
Affiliated Managers Group November 2004 - April 2006
Education
Gettysburg College 2000 — 2004
BS, Psychology and Religion
Northern Trust October 2012 - Present
U.S. Trust, Bank of America Private Wealth Management April 2006 - March 2012
Affiliated Managers Group November 2004 - April 2006
Education
Gettysburg College 2000 — 2004
BS, Psychology and Religion
Ryan MacAvery's Northern Trust Experience February 2006 - November 2007
Job Shareholder Services at Pershing Square Capital Management, L.P.
Industry Financial Services
Experience
Pershing Square Capital Management, L.P. July 2012 - Present
State Street June 2010 - July 2012
Vastardis Capital Services November 2007 - June 2010
Northern Trust February 2006 - November 2007
New York Life Investment Management April 2003 - February 2006
Skills
Investments, Hedge Funds, Series 7, Mutual Funds, Asset Managment, Equities, Alternative Investments
Education
Hamilton College 1998 — 2002
BA, Government
Glen Ridge High School 1994 — 1998
Pershing Square Capital Management, L.P. July 2012 - Present
State Street June 2010 - July 2012
Vastardis Capital Services November 2007 - June 2010
Northern Trust February 2006 - November 2007
New York Life Investment Management April 2003 - February 2006
Skills
Investments, Hedge Funds, Series 7, Mutual Funds, Asset Managment, Equities, Alternative Investments
Education
Hamilton College 1998 — 2002
BA, Government
Glen Ridge High School 1994 — 1998
Adam Manfre's Northern Trust Experience November 2007 - September 2008
Job Regional Finance Manager at Walgreens
Industry Retail
Experience
Walgreens August 2015 - Present
The Home Depot November 2012 - July 2015
The Home Depot July 2012 - January 2013
The Home Depot March 2011 - July 2012
The Home Depot May 2010 - March 2011
The Home Depot September 2009 - May 2010
The Home Depot September 2008 - September 2009
Northern Trust November 2007 - September 2008
Skills
Forecasting, Financial Modeling, Statistics, Hedge Funds, Financial Analysis, Income Statement, Financial Reporting, Finance, Process Improvement, Pricing Analysis, Corporate Finance, Accounting, Access
Education
Georgia State University - J. Mack Robinson College of Business
BBA
Walgreens August 2015 - Present
The Home Depot November 2012 - July 2015
The Home Depot July 2012 - January 2013
The Home Depot March 2011 - July 2012
The Home Depot May 2010 - March 2011
The Home Depot September 2009 - May 2010
The Home Depot September 2008 - September 2009
Northern Trust November 2007 - September 2008
Skills
Forecasting, Financial Modeling, Statistics, Hedge Funds, Financial Analysis, Income Statement, Financial Reporting, Finance, Process Improvement, Pricing Analysis, Corporate Finance, Accounting, Access
Education
Georgia State University - J. Mack Robinson College of Business
BBA
Catherine Itter's Northern Trust Experience June 1980 - July 1986
Job AVP at Fifth Third bank
Industry Banking
Experience
Fifth Third Bank July 1999 - Present
State Financial Bank July 1986 - July 1999
Northern Trust June 1980 - July 1986
Skills
Banking, Credit, Loans, Mortgage Lending, Small Business Lending, Loan Origination, Mortgage Banking, Consumer Lending, Retail Banking, Lines Of Credit, Cross Selling, Finance, Management, Credit Analysis, Building Effective..., Leadership, Small Business..., Trust Services, Trust Management
Education
Northwestern University ABA Trust School 1994 — 1998
Trust and Investment
Harper College 1980 — 1984
paralegal, legal studies
Mother Guerin High School 1970 — 1974
St Eugene's, Chicago, IL 1967 — 1970
Fifth Third Bank July 1999 - Present
State Financial Bank July 1986 - July 1999
Northern Trust June 1980 - July 1986
Skills
Banking, Credit, Loans, Mortgage Lending, Small Business Lending, Loan Origination, Mortgage Banking, Consumer Lending, Retail Banking, Lines Of Credit, Cross Selling, Finance, Management, Credit Analysis, Building Effective..., Leadership, Small Business..., Trust Services, Trust Management
Education
Northwestern University ABA Trust School 1994 — 1998
Trust and Investment
Harper College 1980 — 1984
paralegal, legal studies
Mother Guerin High School 1970 — 1974
St Eugene's, Chicago, IL 1967 — 1970
Cristian LaCapra's Northern Trust Experience October 2013 - Present
Job Vice President; Goals Driven Wealth Planning, Personal & Institutional Investments
Industry Financial Services
Experience
Northern Trust October 2013 - Present
Miami Dolphins August 2010 - October 2013
United Way of Miami-Dade August 2008 - August 2010
JCL Productions September 2005 - August 2010
United Way of Miami-Dade January 2007 - August 2008
Citigroup Global Markets Inc July 2000 - April 2004
Skills
Event Management, Fundraising, Marketing Strategy, Entrepreneurship, Business Development, Strategic Planning, Management, Online Marketing, Social Media, Event Planning, Public Speaking, Nonprofits, Sponsorship, Direct Marketing, Strategic Partnerships, Sales Management, Project Planning, New Business Development, Direct Sales, Team Leadership, Wealth Management
Education
Georgia Institute of Technology 1996 — 1997
Bachelor of Science (BS), Engineering Studies
University of Florida 1997 — 2000
BS, Finance and Economics
Centro Fiorenza 2004 — 2004
Italian Studies
Northern Trust October 2013 - Present
Miami Dolphins August 2010 - October 2013
United Way of Miami-Dade August 2008 - August 2010
JCL Productions September 2005 - August 2010
United Way of Miami-Dade January 2007 - August 2008
Citigroup Global Markets Inc July 2000 - April 2004
Skills
Event Management, Fundraising, Marketing Strategy, Entrepreneurship, Business Development, Strategic Planning, Management, Online Marketing, Social Media, Event Planning, Public Speaking, Nonprofits, Sponsorship, Direct Marketing, Strategic Partnerships, Sales Management, Project Planning, New Business Development, Direct Sales, Team Leadership, Wealth Management
Education
Georgia Institute of Technology 1996 — 1997
Bachelor of Science (BS), Engineering Studies
University of Florida 1997 — 2000
BS, Finance and Economics
Centro Fiorenza 2004 — 2004
Italian Studies
Susan Mikicich's Northern Trust Experience October 2012 - Present
Job Relationship Manager at Northern Trust
Industry Banking
Experience
Northern Trust October 2012 - Present
Northern Trust February 2006 - September 2012
Northern Trust Corporation February 2005 - February 2006
Northern Trust Corporation February 2004 - February 2005
Northern Trust Corporation April 2002 - February 2004
Northern Trust Corporation June 2000 - April 2002
Northern Trust Corporation June 1998 - June 2000
Northern Trust Corporation January 1996 - June 1998
Robert Half International 1994 - 1995
Skills
Securities, Mutual Funds, Equities, Wealth Management, Asset Management, Financial Services, Asset Allocation, Alternative Investments, Risk Management, Banking
Education
Governors State University 1991 — 1993
B.A., Finance
Loyola University Chicago 1985 — 1987
B.A., Finance
Thornton Fractional Township High School South 1981 — 1985
High School Diploma
Northern Trust October 2012 - Present
Northern Trust February 2006 - September 2012
Northern Trust Corporation February 2005 - February 2006
Northern Trust Corporation February 2004 - February 2005
Northern Trust Corporation April 2002 - February 2004
Northern Trust Corporation June 2000 - April 2002
Northern Trust Corporation June 1998 - June 2000
Northern Trust Corporation January 1996 - June 1998
Robert Half International 1994 - 1995
Skills
Securities, Mutual Funds, Equities, Wealth Management, Asset Management, Financial Services, Asset Allocation, Alternative Investments, Risk Management, Banking
Education
Governors State University 1991 — 1993
B.A., Finance
Loyola University Chicago 1985 — 1987
B.A., Finance
Thornton Fractional Township High School South 1981 — 1985
High School Diploma
Rockson Acheampong, CPA MBA's Northern Trust Experience May 2007 - June 2014
Job Accountant at Defense Finance & Accounting Services (DFAS)
Industry Accounting
Experience
Defense Finance Accounting Services(DFAS) September 2015 - Present
Northern Trust Corporation June 2014 - September 2015
Northern Trust May 2007 - June 2014
TIAA-CREF January 2007 - May 2007
Skills
Financial Analysis, Process Improvement, Finance, Risk Management, Financial Modeling, Internal Controls, Cash Flow, Internal Audit, Financial Reporting, Accounting, Financial Accounting, Management Consulting, General Ledger, Microsoft Word, Strategic Financial..., Auditing, Sarbanes-Oxley Act, Managerial Finance, Account Reconciliation
Education
Governors State University 2008 — 2010
MBA, Finance
KNUST 1997 — 2001
Computer Programming, Visual Basic
Defense Finance Accounting Services(DFAS) September 2015 - Present
Northern Trust Corporation June 2014 - September 2015
Northern Trust May 2007 - June 2014
TIAA-CREF January 2007 - May 2007
Skills
Financial Analysis, Process Improvement, Finance, Risk Management, Financial Modeling, Internal Controls, Cash Flow, Internal Audit, Financial Reporting, Accounting, Financial Accounting, Management Consulting, General Ledger, Microsoft Word, Strategic Financial..., Auditing, Sarbanes-Oxley Act, Managerial Finance, Account Reconciliation
Education
Governors State University 2008 — 2010
MBA, Finance
KNUST 1997 — 2001
Computer Programming, Visual Basic
Jason W. Schuller's Northern Trust Experience September 2013 - May 2015
Job Attorney at Gray Plant Mooty
Industry Law Practice
Experience
Gray Plant Mooty May 2015 - Present
University of St. Thomas School of Law January 2013 - Present
Northern Trust September 2013 - May 2015
Securian Trust Company September 2011 - September 2013
Securian Financial Group June 2006 - September 2011
Erickson & Schuller, LLC June 2004 - June 2006
Piper Jaffray 2003 - 2004
Skills
Wealth Management..., Financial Services, Retirement, Investment Advisory, Estate Planning, Mutual Funds, Wealth, Asset Allocation, Securities, Estate Tax Planning, Strategic Financial..., Intergenerational..., Succession Planning, Wealth Management, Retirement Planning, Series 7, Trusts, Investments, Business Planning, Business Succession...
Education
Hamline University School of Law 1996 — 1999
Juris Doctor, Law
University of St. Thomas 1990 — 1994
BA, English
Gray Plant Mooty May 2015 - Present
University of St. Thomas School of Law January 2013 - Present
Northern Trust September 2013 - May 2015
Securian Trust Company September 2011 - September 2013
Securian Financial Group June 2006 - September 2011
Erickson & Schuller, LLC June 2004 - June 2006
Piper Jaffray 2003 - 2004
Skills
Wealth Management..., Financial Services, Retirement, Investment Advisory, Estate Planning, Mutual Funds, Wealth, Asset Allocation, Securities, Estate Tax Planning, Strategic Financial..., Intergenerational..., Succession Planning, Wealth Management, Retirement Planning, Series 7, Trusts, Investments, Business Planning, Business Succession...
Education
Hamline University School of Law 1996 — 1999
Juris Doctor, Law
University of St. Thomas 1990 — 1994
BA, English
Janice F. Miners's Northern Trust Experience 2007 - 2008
Job Intern at Pilgrim Haven
Industry Nonprofit Organization Management
Experience
Pilgrim Haven May 2009 - Present
Northern Trust 2007 - 2008
Prometheus Real Estate Group 2006 - 2007
JPMorgan Chase 1999 - 2006
Wells Fargo Home Mortgage 1998 - 1999
City of Palo Alto 1997 - 1998
Lockheed Martin 1990 - 1997
United Technologies 1989 - 1990
Philips Semiconductor 1983 - 1989
Education
San Francisco State University 2009 — 2011
MA, Gerontology
Foothill College 2008 — 2009
Certificate, Gerontology
Occidental College
MA, Diplomacy and World Affairs
Saint Mary's College of California
MS, Procurement and contract administration
Santa Clara University - Leavey School of Business
MBA, Finance
St. Olaf College
Norwegian studies
University of California, Berkeley
BA, History
Pilgrim Haven May 2009 - Present
Northern Trust 2007 - 2008
Prometheus Real Estate Group 2006 - 2007
JPMorgan Chase 1999 - 2006
Wells Fargo Home Mortgage 1998 - 1999
City of Palo Alto 1997 - 1998
Lockheed Martin 1990 - 1997
United Technologies 1989 - 1990
Philips Semiconductor 1983 - 1989
Education
San Francisco State University 2009 — 2011
MA, Gerontology
Foothill College 2008 — 2009
Certificate, Gerontology
Occidental College
MA, Diplomacy and World Affairs
Saint Mary's College of California
MS, Procurement and contract administration
Santa Clara University - Leavey School of Business
MBA, Finance
St. Olaf College
Norwegian studies
University of California, Berkeley
BA, History
Chandni Shah's Northern Trust Experience November 2010 - February 2013
Job Fund Accountant
Industry Financial Services
Experience
The Citco Group of Companies December 2014 - Present
Northern Trust November 2010 - February 2013
MORGAN STANLEY SMITH BARNEY September 2009 - July 2010
BANK OF AMERICA July 2006 - September 2009
Valley National Bank November 2002 - July 2005
Skills
Financial Analysis, Finance, Customer Service, Analysis, Research
Education
University of Illinois at Chicago 2007 — 2009
Bachelor of Science, Finance
Gujarat University 1999 — 2002
BS, Computer Science
The Citco Group of Companies December 2014 - Present
Northern Trust November 2010 - February 2013
MORGAN STANLEY SMITH BARNEY September 2009 - July 2010
BANK OF AMERICA July 2006 - September 2009
Valley National Bank November 2002 - July 2005
Skills
Financial Analysis, Finance, Customer Service, Analysis, Research
Education
University of Illinois at Chicago 2007 — 2009
Bachelor of Science, Finance
Gujarat University 1999 — 2002
BS, Computer Science
Joseph Gyan, MBA's Northern Trust Experience
Job Fund Administrator at Northern Trust
Industry Financial Services
Experience
Northern Trust
Skills
Financial Modeling, Capital Markets, Accounting, Credit, Financial Analysis, Financial Reporting, Microsoft Office, Fund Administration, Corporate Finance, Banking
Education
Governors State University 2009 — 2011
MBA, Finance, General
University of Ghana 1995 — 1998
Bachelor's degree
Northern Trust
Skills
Financial Modeling, Capital Markets, Accounting, Credit, Financial Analysis, Financial Reporting, Microsoft Office, Fund Administration, Corporate Finance, Banking
Education
Governors State University 2009 — 2011
MBA, Finance, General
University of Ghana 1995 — 1998
Bachelor's degree
Alberto Vasquez's Northern Trust Experience February 2013 - Present
Job Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust February 2013 - Present
Bank of America August 2009 - February 2013
Self Employed June 2009 - August 2012
Axway 2006 - 2009
Discover Financial Services January 2002 - November 2006
Oracle October 2000 - October 2001
Motorola May 1999 - October 2000
Skills
Negotiation, Spanish, SQL, Java, Requirements Analysis, Management, C++, B2B Integration, Software Project..., Technical Leadership, Python, C, Software Development, Integration, SOA, Vendor Management, Solution Architecture, B2B
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2004
MBA
Harding University 1995 — 1999
BS, Computer Science
Mazapan School 1983 — 1995
Northern Trust February 2013 - Present
Bank of America August 2009 - February 2013
Self Employed June 2009 - August 2012
Axway 2006 - 2009
Discover Financial Services January 2002 - November 2006
Oracle October 2000 - October 2001
Motorola May 1999 - October 2000
Skills
Negotiation, Spanish, SQL, Java, Requirements Analysis, Management, C++, B2B Integration, Software Project..., Technical Leadership, Python, C, Software Development, Integration, SOA, Vendor Management, Solution Architecture, B2B
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2004
MBA
Harding University 1995 — 1999
BS, Computer Science
Mazapan School 1983 — 1995
Shelby Prue's Northern Trust Experience November 2012 - Present
Job Loan Service Rep/Post Closing at Northern Trust
Industry Banking
Experience
Northern Trust November 2012 - Present
Cash-N-Go, LLC June 2006 - November 2012
Silva Transportation, Inc August 2005 - April 2006
Venue of Scottsdale April 2004 - July 2005
Skills
Customer Service, Microsoft Excel, Microsoft Office, Vehicles, Microsoft Word, Customer Satisfaction, Skip Tracing, PowerPoint, Negotiation, Outlook, Inventory Management, Budgets, Access, Team Building, Credit, Call Center, Account Management, Strategic Planning, Adobe Professional, Lotus Notes, Mortgage Banking
Education
Glendale Community College
Northern Trust November 2012 - Present
Cash-N-Go, LLC June 2006 - November 2012
Silva Transportation, Inc August 2005 - April 2006
Venue of Scottsdale April 2004 - July 2005
Skills
Customer Service, Microsoft Excel, Microsoft Office, Vehicles, Microsoft Word, Customer Satisfaction, Skip Tracing, PowerPoint, Negotiation, Outlook, Inventory Management, Budgets, Access, Team Building, Credit, Call Center, Account Management, Strategic Planning, Adobe Professional, Lotus Notes, Mortgage Banking
Education
Glendale Community College
David Garten, CFP®'s Northern Trust Experience June 2007 - Present
Job Managing Director, VP & Senior Trust Officer @ Northern Trust
Industry Financial Services
Experience
Northern Trust June 2007 - Present
US Bank November 1998 - May 2007
Skills
Estate Planning, Wealth Management, Investment Management, High Net Worth..., Management
Education
Gonzaga University 1989 — 1993
Bachelors of Business Administration, Finance
Northern Trust June 2007 - Present
US Bank November 1998 - May 2007
Skills
Estate Planning, Wealth Management, Investment Management, High Net Worth..., Management
Education
Gonzaga University 1989 — 1993
Bachelors of Business Administration, Finance
Nate White's Northern Trust Experience May 2009 - August 2009
Job Interest Rate Sales at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2015 - Present
Credit Suisse July 2012 - December 2014
Credit Suisse June 2011 - August 2011
Northern Trust Global Investments June 2010 - August 2010
Northern Trust May 2009 - August 2009
Tunnelbrook Capital January 2009 - May 2009
Education
Georgetown University - The McDonough School of Business 2010 — 2012
BSBA, Finance, International Business
Universidad Pontificia Comillas 2009 — 2010
ICADE - Faculty of Economic and Business Sciences
University of Miami - School of Business 2008 — 2009
Finance
American International School of Budapest 2006 — 2008
Credit Suisse January 2015 - Present
Credit Suisse July 2012 - December 2014
Credit Suisse June 2011 - August 2011
Northern Trust Global Investments June 2010 - August 2010
Northern Trust May 2009 - August 2009
Tunnelbrook Capital January 2009 - May 2009
Education
Georgetown University - The McDonough School of Business 2010 — 2012
BSBA, Finance, International Business
Universidad Pontificia Comillas 2009 — 2010
ICADE - Faculty of Economic and Business Sciences
University of Miami - School of Business 2008 — 2009
Finance
American International School of Budapest 2006 — 2008
Mike Oberlin's Northern Trust Experience 2012 - 2015
Job Senior Investment Performance Consultant at Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation 2015 - Present
Northern Trust 2012 - 2015
Northern Trust 2007 - 2012
Skills
Asset Allocation, Alternative Investments, Bloomberg, Fixed Income, Investment Strategies, Hedge Funds, Investment Management, Investments, Equities, Asset Management, Securities
Education
Georgetown University 2001 — 2005
BSBA, Finance
Northern Trust Corporation 2015 - Present
Northern Trust 2012 - 2015
Northern Trust 2007 - 2012
Skills
Asset Allocation, Alternative Investments, Bloomberg, Fixed Income, Investment Strategies, Hedge Funds, Investment Management, Investments, Equities, Asset Management, Securities
Education
Georgetown University 2001 — 2005
BSBA, Finance
Evan Schlessinger's Northern Trust Experience June 2005 - November 2005
Job Research Associate at IDA
Industry Telecommunications
Experience
IDA May 2015 - Present
Booz Allen Hamilton August 2011 - May 2015
United States Department of Defense April 2010 - August 2011
Northern Trust June 2005 - November 2005
Skills
Banking, Lotus Notes, Microsoft Excel, Financial Analysis, Microsoft Office, Bloomberg, Analysis, Risk Management, Project Management, PowerPoint, Access, Data Analysis
Education
George Mason University 2013 — 2014
Master of Science (M.S.), Operations Research, 3.81
Vanderbilt University 2005 — 2009
Bachelor of Arts (B.A.), Economics, 3.7
IDA May 2015 - Present
Booz Allen Hamilton August 2011 - May 2015
United States Department of Defense April 2010 - August 2011
Northern Trust June 2005 - November 2005
Skills
Banking, Lotus Notes, Microsoft Excel, Financial Analysis, Microsoft Office, Bloomberg, Analysis, Risk Management, Project Management, PowerPoint, Access, Data Analysis
Education
George Mason University 2013 — 2014
Master of Science (M.S.), Operations Research, 3.81
Vanderbilt University 2005 — 2009
Bachelor of Arts (B.A.), Economics, 3.7
Arthur Preiss's Northern Trust Experience June 2012 - July 2014
Job Consultant, Resolution Plan Office, Northern Trust
Industry Banking
Experience
Northern Trust Corporation July 2014 - Present
Northern Trust June 2012 - July 2014
Skills
Risk Management, Financial Risk, Financial Analysis, Social Media, Research, Bloomberg, Resolution Plan, Dodd-Frank
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA) - Candidate, Finance, Accounting, Strategic Leadership
Hamilton College 2004 — 2008
Lake Forest Academy 2002 — 2004
Northern Trust Corporation July 2014 - Present
Northern Trust June 2012 - July 2014
Skills
Risk Management, Financial Risk, Financial Analysis, Social Media, Research, Bloomberg, Resolution Plan, Dodd-Frank
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA) - Candidate, Finance, Accounting, Strategic Leadership
Hamilton College 2004 — 2008
Lake Forest Academy 2002 — 2004
Christian Cullen's Northern Trust Experience 1997 - 2003
Job VP, Total Rewards at American Cancer Society
Industry Nonprofit Organization Management
Experience
American Cancer Society September 2012 - Present
American Cancer Society January 2010 - October 2012
American Cancer Society October 2007 - January 2010
Hewitt Associates June 2003 - October 2007
Northern Trust 1997 - 2003
Education
Georgia Institute of Technology 1992 — 1997
BS, Management Science
American Cancer Society September 2012 - Present
American Cancer Society January 2010 - October 2012
American Cancer Society October 2007 - January 2010
Hewitt Associates June 2003 - October 2007
Northern Trust 1997 - 2003
Education
Georgia Institute of Technology 1992 — 1997
BS, Management Science
Brian Lindsey's Northern Trust Experience May 1998 - June 1999
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 1999 - Present
Northern Trust May 1998 - June 1999
Great-West Life June 1995 - May 1998
Skills
Strategic Planning, Strategic Financial..., Finance, Process Improvement, Due Diligence, Series 7, Investments, Retirement Planning, Financial Services, Management, Business Strategy, Financial Analysis, Wealth Management, Risk Management, Forecasting, Cross-functional Team..., Retirement
Education
Georgia Institute of Technology 1991 — 1995
Bachelor of Science, Management
Merrill Lynch June 1999 - Present
Northern Trust May 1998 - June 1999
Great-West Life June 1995 - May 1998
Skills
Strategic Planning, Strategic Financial..., Finance, Process Improvement, Due Diligence, Series 7, Investments, Retirement Planning, Financial Services, Management, Business Strategy, Financial Analysis, Wealth Management, Risk Management, Forecasting, Cross-functional Team..., Retirement
Education
Georgia Institute of Technology 1991 — 1995
Bachelor of Science, Management
Angela Cartledge's Northern Trust Experience 2001 - 2003
Job Hiring Manager at CarePartners
Industry Retail
Experience
CarePartners July 2009 - Present
Pampered Chef September 2008 - Present
WALLACE - The Training Tax Credit Company 2006 - 2008
Northern Trust 2001 - 2003
Education
Georgia Tech
CarePartners July 2009 - Present
Pampered Chef September 2008 - Present
WALLACE - The Training Tax Credit Company 2006 - 2008
Northern Trust 2001 - 2003
Education
Georgia Tech
Jim Monhart's Northern Trust Experience June 2005 - February 2011
Job Various at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company March 2011 - Present
The Northern Trust Company July 1982 - Present
Northern Trust June 2005 - February 2011
Skills
Credit Risk, Risk Management, Banking, Commercial Banking
Education
Grinnell College 1976 — 1980
BA, Economics
Washington University in St. Louis - Olin Business School
MBA, Finance
The Northern Trust Company March 2011 - Present
The Northern Trust Company July 1982 - Present
Northern Trust June 2005 - February 2011
Skills
Credit Risk, Risk Management, Banking, Commercial Banking
Education
Grinnell College 1976 — 1980
BA, Economics
Washington University in St. Louis - Olin Business School
MBA, Finance
John Schaeffer's Northern Trust Experience 2002 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Northern Trust 2002 - 2009
Bessemer Trust 1999 - 2002
Citigroup 1994 - 1999
Skills
Mutual Funds, Investments, Business Development, Wealth Management, Alternative Investments, Portfolio Management, Investment Banking, Due Diligence, Asset Allocation, Risk Management, Securities, Financial Services
Education
Georgetown University 1980 — 1981
MA, Foreign Service School
The University of New Mexico 1976 — 1979
BA, Latin American Studies/Political Science
Universidad de las Américas, A.C. 1975 — 1976
Northern Trust 2002 - 2009
Bessemer Trust 1999 - 2002
Citigroup 1994 - 1999
Skills
Mutual Funds, Investments, Business Development, Wealth Management, Alternative Investments, Portfolio Management, Investment Banking, Due Diligence, Asset Allocation, Risk Management, Securities, Financial Services
Education
Georgetown University 1980 — 1981
MA, Foreign Service School
The University of New Mexico 1976 — 1979
BA, Latin American Studies/Political Science
Universidad de las Américas, A.C. 1975 — 1976
Courtney Gardner's Northern Trust Experience March 1998 - March 2002
Job Trust Associate at HSBC Private Bank
Industry
Experience
SSB Citigroup Asset Mgmnt March 2002 - May 2003
Northern Trust March 1998 - March 2002
Zurich Kemper October 1996 - March 1998
Brown Brothers Harriman 1987 - 1994
Education
Fordham University
BA, Economics
SSB Citigroup Asset Mgmnt March 2002 - May 2003
Northern Trust March 1998 - March 2002
Zurich Kemper October 1996 - March 1998
Brown Brothers Harriman 1987 - 1994
Education
Fordham University
BA, Economics
Anne Marie Stumpf's Northern Trust Experience November 2011 - Present
Job Treasury Management Account Implementation at The Northern Trust Company
Industry Banking
Experience
Northern Trust November 2011 - Present
Northern Trust 2002 - 2011
Northern Trust January 1997 - November 2002
Northern Trust October 1993 - January 1997
Skills
Banking, Portfolio Management, Project Management, Relationship Management, Process Improvement, Microsoft Office, Lotus Notes, Customer Service
Education
University of Phoenix 2003 — 2009
Business Administration and Management, General
Fox College Inc 2002 — 2003
Executive Assistant/Executive Secretary Program
Oak Lawn Community High School 1987 — 1991
Northern Trust November 2011 - Present
Northern Trust 2002 - 2011
Northern Trust January 1997 - November 2002
Northern Trust October 1993 - January 1997
Skills
Banking, Portfolio Management, Project Management, Relationship Management, Process Improvement, Microsoft Office, Lotus Notes, Customer Service
Education
University of Phoenix 2003 — 2009
Business Administration and Management, General
Fox College Inc 2002 — 2003
Executive Assistant/Executive Secretary Program
Oak Lawn Community High School 1987 — 1991
Joseph Bozich's Northern Trust Experience October 2007 - April 2010
Job Trust Officer Team Leader at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation December 2013 - Present
Northern Trust Corporation February 2013 - November 2013
Northern Trust Corporation March 2011 - January 2013
Northern Trust Corporation April 2010 - May 2011
Northern Trust Corporation April 2010 - March 2011
Northern Trust October 2007 - April 2010
Skills
Fund Accounting, Bloomberg, Equities, Mutual Funds, Fund Services, Derivatives, Quantitative Finance, Corporate Actions, Microsoft Excel, Sungard GMI, Financial Accounting, Internal Audit
Education
Florida State University - College of Business 2003 — 2007
B.S., Finance
Northern Trust Corporation December 2013 - Present
Northern Trust Corporation February 2013 - November 2013
Northern Trust Corporation March 2011 - January 2013
Northern Trust Corporation April 2010 - May 2011
Northern Trust Corporation April 2010 - March 2011
Northern Trust October 2007 - April 2010
Skills
Fund Accounting, Bloomberg, Equities, Mutual Funds, Fund Services, Derivatives, Quantitative Finance, Corporate Actions, Microsoft Excel, Sungard GMI, Financial Accounting, Internal Audit
Education
Florida State University - College of Business 2003 — 2007
B.S., Finance
Harikinnera A's Northern Trust Experience December 2011 - Present
Job Sr. Oracle SOA Consultant at Northern Trust
Industry Information Technology and Services
Experience
Northern Trust December 2011 - Present
AT&T Mobility April 2011 - November 2011
Hughes Telematics, Inc. September 2010 - March 2011
Verizon Information Services December 2009 - August 2010
Unify Solutions Inc May 2008 - November 2009
Skills
PL/SQL, XSLT, JDeveloper, ADF, XML, Unix, Oracle Service Bus, Siebel, Java, Eclipse, HTML, Rational XDE, Visual Studio, CSS, Mainframe, Operations Management, Oracle Access Manager, Oracle SOA Suite, Accounts Payable, SOA, Oracle Fusion Middleware
Education
Gannon University 2007 — 2008
Master Of Science, Computer and Information Sciences, 3.75
Northern Trust December 2011 - Present
AT&T Mobility April 2011 - November 2011
Hughes Telematics, Inc. September 2010 - March 2011
Verizon Information Services December 2009 - August 2010
Unify Solutions Inc May 2008 - November 2009
Skills
PL/SQL, XSLT, JDeveloper, ADF, XML, Unix, Oracle Service Bus, Siebel, Java, Eclipse, HTML, Rational XDE, Visual Studio, CSS, Mainframe, Operations Management, Oracle Access Manager, Oracle SOA Suite, Accounts Payable, SOA, Oracle Fusion Middleware
Education
Gannon University 2007 — 2008
Master Of Science, Computer and Information Sciences, 3.75
Devinder (Dave) Wahi's Northern Trust Experience 1997 - 1999
Job Developer at CSC Inc.
Industry Consumer Goods
Experience
Zarda King Inc 2011 - 2013
Lender Processing Srvices/CSC September 2005 - July 2010
Blue Cross of California 2002 - 2005
Ameritech Inc. / Southwestern Bell Telephone Co 2000 - 2001
Northern Trust 1997 - 1999
First Chicago Bank ( JP Morgan Chase, NY) 1995 - 1997
Education
Governors State University
MBA, Bus iness Administration
Governors State University
B.A., Bus Adm / Computer Science
Panjab University
B.A., Mathemaatics, Physics, Chemistry
Zarda King Inc 2011 - 2013
Lender Processing Srvices/CSC September 2005 - July 2010
Blue Cross of California 2002 - 2005
Ameritech Inc. / Southwestern Bell Telephone Co 2000 - 2001
Northern Trust 1997 - 1999
First Chicago Bank ( JP Morgan Chase, NY) 1995 - 1997
Education
Governors State University
MBA, Bus iness Administration
Governors State University
B.A., Bus Adm / Computer Science
Panjab University
B.A., Mathemaatics, Physics, Chemistry
Natalie Hopkins's Northern Trust Experience January 2000 - Present
Job Business Analyst at The Northern Trust Company
Industry Banking
Experience
Northern Trust January 2000 - Present
Seaway Bank and Trust January 1988 - January 2000
Skills
Banking, Troubleshooting, Testing, SDLC, Management, Risk Management, Financial Analysis, Business Analysis, Customer Service, Finance
Education
Governors State University
B.A., Business
Northern Trust January 2000 - Present
Seaway Bank and Trust January 1988 - January 2000
Skills
Banking, Troubleshooting, Testing, SDLC, Management, Risk Management, Financial Analysis, Business Analysis, Customer Service, Finance
Education
Governors State University
B.A., Business
Wendell Schubbe's Northern Trust Experience October 2010 - May 2013
Job Senior Associate, Treasury at Discover Financial Services
Industry Banking
Experience
Discover Financial Services June 2013 - Present
Northern Trust October 2010 - May 2013
Midwest Bank & Trust Co. April 2008 - October 2010
BankFinancial 1997 - 2008
Skills
Retail Banking, Small Business Lending, Credit, Banking, Loans, Credit Analysis, Customer Service, Financial Analysis, Financial Services, Finance
Education
Governors State University 2006 — 2010
BA, Management
Discover Financial Services June 2013 - Present
Northern Trust October 2010 - May 2013
Midwest Bank & Trust Co. April 2008 - October 2010
BankFinancial 1997 - 2008
Skills
Retail Banking, Small Business Lending, Credit, Banking, Loans, Credit Analysis, Customer Service, Financial Analysis, Financial Services, Finance
Education
Governors State University 2006 — 2010
BA, Management
Nina Nixon's Northern Trust Experience February 2000 - March 2001
Job Business/Systems Analyst
Industry Financial Services
Experience
Chesapeake Benefit Partners July 2013 - Present
Aon Hewitt June 2010 - July 2013
Global System Solutions/TIAA CREF May 2006 - March 2009
Advo, Inc November 2004 - January 2006
Invesco Inc March 2001 - July 2003
Northern Trust February 2000 - March 2001
Skills
Test Planning, Outsourcing, SDLC, Business Analysis, Service Delivery, System Testing, OmniPlus, Defined Contribution, Systems Analysis, Account Reconciliation, Account Management, OmniTrade, Unit Testing, Acceptance Testing, System Integration..., Health & Welfare..., Health & Welfare..., Analysis, Quality Assurance, Business Requirements, Integration, Testing
Education
Troy University 2012 — 2014
M.S, Human Resource Management-Present
Troy University 2009 — 2012
B.S, Psychology w/Minor in Business Administration
Georgia Perimeter College 2002 — 2004
A.S, Business Administration/Accounting
Chesapeake Benefit Partners July 2013 - Present
Aon Hewitt June 2010 - July 2013
Global System Solutions/TIAA CREF May 2006 - March 2009
Advo, Inc November 2004 - January 2006
Invesco Inc March 2001 - July 2003
Northern Trust February 2000 - March 2001
Skills
Test Planning, Outsourcing, SDLC, Business Analysis, Service Delivery, System Testing, OmniPlus, Defined Contribution, Systems Analysis, Account Reconciliation, Account Management, OmniTrade, Unit Testing, Acceptance Testing, System Integration..., Health & Welfare..., Health & Welfare..., Analysis, Quality Assurance, Business Requirements, Integration, Testing
Education
Troy University 2012 — 2014
M.S, Human Resource Management-Present
Troy University 2009 — 2012
B.S, Psychology w/Minor in Business Administration
Georgia Perimeter College 2002 — 2004
A.S, Business Administration/Accounting
Kimberly Day's Northern Trust Experience January 1999 - 2003
Job Business Solutions Analyst, Enterprise Digital Experience Team Dignity Health
Industry Hospital & Health Care
Experience
Dignity Health July 2014 - Present
Dignity Health - Chandler Regional and Mercy Gilbert Medical Centers May 2007 - July 2014
Cachet Homes March 2002 - May 2007
Northern Trust January 1999 - 2003
Skills
Healthcare Information..., Healthcare, Project Management, Hospitals, Process Improvement, Strategic Planning, Marketing Communications, Informatics, Corporate Communications, Program Management, HIPAA, Managed Care, Change Management, Editing, Leadership, Marketing, Internal Communications, Website Development, Social Media Marketing, Marketing Strategy
Education
Goldey Beacom College 1993 — 1997
B.S., Marketing
Dignity Health July 2014 - Present
Dignity Health - Chandler Regional and Mercy Gilbert Medical Centers May 2007 - July 2014
Cachet Homes March 2002 - May 2007
Northern Trust January 1999 - 2003
Skills
Healthcare Information..., Healthcare, Project Management, Hospitals, Process Improvement, Strategic Planning, Marketing Communications, Informatics, Corporate Communications, Program Management, HIPAA, Managed Care, Change Management, Editing, Leadership, Marketing, Internal Communications, Website Development, Social Media Marketing, Marketing Strategy
Education
Goldey Beacom College 1993 — 1997
B.S., Marketing
Libby Witherspoon's Northern Trust Experience June 1991 - April 2007
Job Senior Director Team Leader at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2007 - Present
Northern Trust June 1991 - April 2007
Education
University of Miami 1992 — 1994
Master of Business Administration (MBA), Finance, General
Georgetown University 1987 — 1991
Bachelor of Science (BS), Finance, General
Gulliver Schools
BNY Mellon April 2007 - Present
Northern Trust June 1991 - April 2007
Education
University of Miami 1992 — 1994
Master of Business Administration (MBA), Finance, General
Georgetown University 1987 — 1991
Bachelor of Science (BS), Finance, General
Gulliver Schools
Lois W Borel's Northern Trust Experience September 2005 - Present
Job
Industry Banking
Experience
Northern Trust September 2005 - Present
Northern Trust October 1997 - September 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning
Education
Hamilton College 1993 — 1997
Bachelor of Science (BS), American/United States Studies/Civilization
Northern Trust September 2005 - Present
Northern Trust October 1997 - September 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning
Education
Hamilton College 1993 — 1997
Bachelor of Science (BS), American/United States Studies/Civilization
Tameria Harrison's Northern Trust Experience April 2013 - Present
Job Section Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust April 2013 - Present
Standard Bank & Trust Co. September 1995 - March 1998
Skills
Banking, Financial Services, Risk Management, Financial Analysis, Business Analysis, Process Improvement, Back Office
Education
Roosevelt University 2002 — 2005
Bachelor's degree, Human Resources Management and Services
Hampton University 1983 — 1986
Northern Trust April 2013 - Present
Standard Bank & Trust Co. September 1995 - March 1998
Skills
Banking, Financial Services, Risk Management, Financial Analysis, Business Analysis, Process Improvement, Back Office
Education
Roosevelt University 2002 — 2005
Bachelor's degree, Human Resources Management and Services
Hampton University 1983 — 1986
Cheryl Fernandes's Northern Trust Experience August 2008 - February 2012
Job Project Manager, Strategy and Administration at Federal Reserve Bank of Chicago
Industry Financial Services
Experience
Northern Trust Corporation October 2013 - Present
BMO Harris Bank April 2013 - October 2013
Federal Reserve Bank of Chicago May 2012 - January 2013
Northern Trust August 2008 - February 2012
United Airlines January 2008 - June 2008
Sears Holdings Corporation August 2007 - December 2007
HAVI Global Solutions March 2007 - August 2007
Bank of America February 2005 - February 2007
Wolters Kluwer Financial Services September 2003 - February 2005
TravelClick August 2002 - August 2003
Education
University of Illinois at Chicago 1998 — 1999
Master of Science (MS), Computer Science
Goa University 1993 — 1997
BS, Computer Science
Northern Trust Corporation October 2013 - Present
BMO Harris Bank April 2013 - October 2013
Federal Reserve Bank of Chicago May 2012 - January 2013
Northern Trust August 2008 - February 2012
United Airlines January 2008 - June 2008
Sears Holdings Corporation August 2007 - December 2007
HAVI Global Solutions March 2007 - August 2007
Bank of America February 2005 - February 2007
Wolters Kluwer Financial Services September 2003 - February 2005
TravelClick August 2002 - August 2003
Education
University of Illinois at Chicago 1998 — 1999
Master of Science (MS), Computer Science
Goa University 1993 — 1997
BS, Computer Science
Alexander Lauerman's Northern Trust Experience January 2003 - Present
Job Portfolio Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust January 2003 - Present
Skills
Equities, Portfolio Management, Mutual Funds, Fixed Income, Wealth Management
Education
Loyola University of Chicago 2011 — 2014
Master of Business Administration (MBA)
Hamilton College 1997 — 2001
Northern Trust January 2003 - Present
Skills
Equities, Portfolio Management, Mutual Funds, Fixed Income, Wealth Management
Education
Loyola University of Chicago 2011 — 2014
Master of Business Administration (MBA)
Hamilton College 1997 — 2001
veena kasi's Northern Trust Experience August 2006 - August 2007
Job Business Analyst at City of Houston
Industry Information Technology and Services
Experience
City of Houston November 2013 - Present
Johnson Controls June 2009 - April 2012
Anixter September 2007 - April 2009
Northern Trust August 2006 - August 2007
CNA Surety December 2005 - July 2006
Skills
Java Enterprise Edition, PL/SQL, WebSphere Application..., struts, Business Analysis, Technical Writing, Technical Support, java, eclipse, Rational Rose..., UML, JSF, JSP, Java 1.4, Oracle
Education
Governors State University 2003 — 2005
Master's degree, Management Information Systems, General
Avanthi 1999 — 2003
Bachelor's degree, Computer applications, 80%
City of Houston November 2013 - Present
Johnson Controls June 2009 - April 2012
Anixter September 2007 - April 2009
Northern Trust August 2006 - August 2007
CNA Surety December 2005 - July 2006
Skills
Java Enterprise Edition, PL/SQL, WebSphere Application..., struts, Business Analysis, Technical Writing, Technical Support, java, eclipse, Rational Rose..., UML, JSF, JSP, Java 1.4, Oracle
Education
Governors State University 2003 — 2005
Master's degree, Management Information Systems, General
Avanthi 1999 — 2003
Bachelor's degree, Computer applications, 80%
James O'Keeffe's Northern Trust Experience 1995 - 1996
Job O'Keeffe Strategies, LLC
Industry Government Relations
Experience
O'Keeffe Strategies, LLC 2013 - Present
U.S. Senate Committee on Environment and Public Works 2003 - 2012
U.S. Senate Committee on the Budget 2001 - 2003
Congressional Budget Office 1998 - 2001
The World Bank 1997 - 1998
Michael Bell Associates 1997 - 1997
Northern Trust 1995 - 1996
Skills
Negotiation, Budgets, Government, Transportation, Enforcement, Program Management, Tax, Strategic Planning, International Relations, Strategy, Policy Analysis, Public Policy, Legislative Relations, Legislation, Highways, Policy
Education
Georgetown University 1996 — 1998
Master's degree, Public Policy Analysis
University of Wisconsin-Madison 1992 — 1995
O'Keeffe Strategies, LLC 2013 - Present
U.S. Senate Committee on Environment and Public Works 2003 - 2012
U.S. Senate Committee on the Budget 2001 - 2003
Congressional Budget Office 1998 - 2001
The World Bank 1997 - 1998
Michael Bell Associates 1997 - 1997
Northern Trust 1995 - 1996
Skills
Negotiation, Budgets, Government, Transportation, Enforcement, Program Management, Tax, Strategic Planning, International Relations, Strategy, Policy Analysis, Public Policy, Legislative Relations, Legislation, Highways, Policy
Education
Georgetown University 1996 — 1998
Master's degree, Public Policy Analysis
University of Wisconsin-Madison 1992 — 1995
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.