Northern Trust
Industry: Financial services company
DescriptionNorthern Trust Corporation is a financial services company organized in Delaware and headquartered in Chicago, Illinois that caters to corporations, institutional investors, and high net worth individuals. The company has 85 offices in 18 US states and 20 countries. Headquarters: Chicago, Illinois, United States CEO: Michael G. O'Grady (1 Jan 2018–) Assets under management: 1.2 trillion USD (As of December 31, 2017.) Subsidiaries: NORTHERN TRUST CO,
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5,178 Northern Trust employees in database. Find out everything there's to know about Northern Trust employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Northern Trust Employees
Employee
Years
Job
Industry
Tony Costello Tony Costello's Northern Trust Experience May 2011 - April 2012
Job Rule One Proteins
Industry Health, Wellness and Fitness
Experience
Rule One Proteins, LLC July 2014 - Present
Merrill Lynch April 2012 - June 2014
Northern Trust May 2011 - April 2012
Northern Trust May 2010 - August 2010
Credit Suisse May 2009 - August 2009
Credit Suisse May 2008 - August 2008
Skills
Investments, Private Banking, Financial Modeling, Wealth, Finance
Education
Indiana University Bloomington 2008 — 2012
BS, Management, Finance
Montini Catholic High School 2004 — 2008
Rule One Proteins, LLC July 2014 - Present
Merrill Lynch April 2012 - June 2014
Northern Trust May 2011 - April 2012
Northern Trust May 2010 - August 2010
Credit Suisse May 2009 - August 2009
Credit Suisse May 2008 - August 2008
Skills
Investments, Private Banking, Financial Modeling, Wealth, Finance
Education
Indiana University Bloomington 2008 — 2012
BS, Management, Finance
Montini Catholic High School 2004 — 2008
Michael B. McClinton Michael B. McClinton's Northern Trust Experience August 2010 - April 2012
Job Managing Broker at McClinton Realty Group
Industry Real Estate
Experience
McClinton Realty Group August 2008 - Present
Joliet Junior College May 2014 - Present
Joliet Junior College May 2014 - Present
Illinois Small Business Development Center at Joliet Junior College May 2014 - Present
R.V. Kuhns & Associates April 2012 - January 2013
Northern Trust August 2010 - April 2012
Northern Trust January 2009 - July 2010
Northern Trust July 2007 - January 2009
Skills
Real Estate, Financial Modeling, Valuation, Equities, Real Estate Transactions, Property Management, Sales, Portfolio Management, Entrepreneurship, Leadership, Alternative Investments, Selling, Real Estate Economics, Asset Allocation, Real Estate Investor, Distress Properties, Residential Investment..., Residential Homes, Multi Family Properties, Single Family Residences, Financial Analysis, Real Estate Development, Fixed Income, Buyer Representation, Foreclosures, First Time Home Buyers, Marketing Strategy, Short Sales
Education
Illinois State University
Bachelor of Science, Finance, Real Estate
McClinton Realty Group August 2008 - Present
Joliet Junior College May 2014 - Present
Joliet Junior College May 2014 - Present
Illinois Small Business Development Center at Joliet Junior College May 2014 - Present
R.V. Kuhns & Associates April 2012 - January 2013
Northern Trust August 2010 - April 2012
Northern Trust January 2009 - July 2010
Northern Trust July 2007 - January 2009
Skills
Real Estate, Financial Modeling, Valuation, Equities, Real Estate Transactions, Property Management, Sales, Portfolio Management, Entrepreneurship, Leadership, Alternative Investments, Selling, Real Estate Economics, Asset Allocation, Real Estate Investor, Distress Properties, Residential Investment..., Residential Homes, Multi Family Properties, Single Family Residences, Financial Analysis, Real Estate Development, Fixed Income, Buyer Representation, Foreclosures, First Time Home Buyers, Marketing Strategy, Short Sales
Education
Illinois State University
Bachelor of Science, Finance, Real Estate
Sara Ingham-Straw Sara Ingham-Straw's Northern Trust Experience 1999 - 2001
Job Sales Analyst Manager at Helmer Scientific
Industry Medical Devices
Experience
Helmer Scientific September 2013 - Present
Hologic November 2009 - June 2013
Hologic November 2008 - November 2009
Hologic January 2008 - November 2008
Avnet 2005 - 2007
RBC Mortgage April 2001 - June 2005
Northern Trust 1999 - 2001
Skills
Revenue Forecasting, Demand Forecasting, Sales Compensation, Oracle CRM, OBI, Hyperion HFM, Budget Process, Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., Sales Operations, Management, Business Analysis, Capital Equipment, Leadership, Sales, Analysis, Medical Devices, Disposables, Direct Sales, Forecasting, Financial Planning, Cross-functional Team..., Process Improvement, Product Launch
Education
Loyola University of Chicago 2002 — 2004
Master of Business Administration (MBA), Finance, General
Indiana University - Kelley School of Business 1995 — 1999
BS, Finance & Accounting
Helmer Scientific September 2013 - Present
Hologic November 2009 - June 2013
Hologic November 2008 - November 2009
Hologic January 2008 - November 2008
Avnet 2005 - 2007
RBC Mortgage April 2001 - June 2005
Northern Trust 1999 - 2001
Skills
Revenue Forecasting, Demand Forecasting, Sales Compensation, Oracle CRM, OBI, Hyperion HFM, Budget Process, Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., Sales Operations, Management, Business Analysis, Capital Equipment, Leadership, Sales, Analysis, Medical Devices, Disposables, Direct Sales, Forecasting, Financial Planning, Cross-functional Team..., Process Improvement, Product Launch
Education
Loyola University of Chicago 2002 — 2004
Master of Business Administration (MBA), Finance, General
Indiana University - Kelley School of Business 1995 — 1999
BS, Finance & Accounting
Brad Schneider Brad Schneider's Northern Trust Experience November 2012 - Present
Job Investment Associate and Officer
Industry Investment Management
Experience
Northern Trust November 2012 - Present
Northern Trust Global Investments April 2011 - November 2012
Aon Hewitt September 2008 - April 2011
Skills
Investments, Financial Analysis, Financial Modeling, Mutual Funds, Asset Management, Equities, Portfolio Management, Asset Allocation, Investment Management, Fixed Income, Valuation, Series 7, Securities, Finance, Wealth Management, Equity Research, Due Diligence, Financial Services, Bloomberg, Capital Markets, Microsoft Excel, Alternative Investments, Hedge Funds, Data Analysis, Asset Managment, Customer Service, Process Improvement, Options
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (MBA), Finance, Economics, Econometrics and Statistics and Entrepreneurship
Indiana University - Kelley School of Business 2004 — 2008
Bachelor's, Finance, International Business, Spanish
Northern Trust November 2012 - Present
Northern Trust Global Investments April 2011 - November 2012
Aon Hewitt September 2008 - April 2011
Skills
Investments, Financial Analysis, Financial Modeling, Mutual Funds, Asset Management, Equities, Portfolio Management, Asset Allocation, Investment Management, Fixed Income, Valuation, Series 7, Securities, Finance, Wealth Management, Equity Research, Due Diligence, Financial Services, Bloomberg, Capital Markets, Microsoft Excel, Alternative Investments, Hedge Funds, Data Analysis, Asset Managment, Customer Service, Process Improvement, Options
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (MBA), Finance, Economics, Econometrics and Statistics and Entrepreneurship
Indiana University - Kelley School of Business 2004 — 2008
Bachelor's, Finance, International Business, Spanish
Scott Holloway's Northern Trust Experience January 2013 - December 2013
Job Operations and Growth at Instacart
Industry Internet
Experience
Instacart December 2013 - Present
Northern Trust January 2013 - December 2013
Northern Trust September 2011 - January 2013
Northern Trust August 2010 - September 2011
Addus HealthCare, Inc. May 2009 - August 2009
Envestnet Asset Management May 2008 - August 2008
Envestnet Asset Management May 2007 - August 2007
Skills
Financial Modeling, Financial Statement..., Microsoft Excel, Investments, Mobile Technology, Wealth Management, Start-ups, Operations Management, Public Speaking, Market Research, Leadership, Marketing
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science (BS), Finance
Instacart December 2013 - Present
Northern Trust January 2013 - December 2013
Northern Trust September 2011 - January 2013
Northern Trust August 2010 - September 2011
Addus HealthCare, Inc. May 2009 - August 2009
Envestnet Asset Management May 2008 - August 2008
Envestnet Asset Management May 2007 - August 2007
Skills
Financial Modeling, Financial Statement..., Microsoft Excel, Investments, Mobile Technology, Wealth Management, Start-ups, Operations Management, Public Speaking, Market Research, Leadership, Marketing
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science (BS), Finance
Heidi Locker-Scheer's Northern Trust Experience April 2001 - April 2002
Job Business Analyst and Quality Assurance Specialist
Industry Information Technology and Services
Experience
PricewaterhouseCoopers April 2004 - February 2011
Northern Trust April 2001 - April 2002
Improvize Consulting October 1998 - March 2001
Coopers & Lybrand (now PricewaterhouseCoopers) October 1991 - March 1997
Galileo International (at the time known as 'Covia Partnership') April 1988 - October 1991
Kraft Foods March 1987 - April 1988
Owens Corning Fiberglas June 1985 - March 1987
Skills
Quality Center, Training, Negotiation, PowerBuilder, SDLC, Business Analysis, Requirements Gathering, Process Improvement, Requirements Analysis, Business Process..., Visio, Business Intelligence, Project Management, Knowledge Management, Data Analysis, Management, Analysis, Software Project..., Quality Assurance, Program Management, Software Documentation, Business Process, Strategy, Databases, Leadership, Testing, SharePoint, IT Strategy, Information Technology, Agile Methodologies, CRM, User Acceptance Testing, Team Building, PMP, Consulting, Project Portfolio..., Vendor Management, Cross-functional Team..., IT Management, PMO, Strategic Planning, MS Project, Management Consulting, Governance
Education
Indiana University - Kelley School of Business 1983 — 1985
MBA, Management Information Systems
Tilburg University 1984 — 1984
International Business, European Aspects of International Business
University of Wisconsin-Madison 1979 — 1983
BBA, Double major: Marketing & Administrative Management
PricewaterhouseCoopers April 2004 - February 2011
Northern Trust April 2001 - April 2002
Improvize Consulting October 1998 - March 2001
Coopers & Lybrand (now PricewaterhouseCoopers) October 1991 - March 1997
Galileo International (at the time known as 'Covia Partnership') April 1988 - October 1991
Kraft Foods March 1987 - April 1988
Owens Corning Fiberglas June 1985 - March 1987
Skills
Quality Center, Training, Negotiation, PowerBuilder, SDLC, Business Analysis, Requirements Gathering, Process Improvement, Requirements Analysis, Business Process..., Visio, Business Intelligence, Project Management, Knowledge Management, Data Analysis, Management, Analysis, Software Project..., Quality Assurance, Program Management, Software Documentation, Business Process, Strategy, Databases, Leadership, Testing, SharePoint, IT Strategy, Information Technology, Agile Methodologies, CRM, User Acceptance Testing, Team Building, PMP, Consulting, Project Portfolio..., Vendor Management, Cross-functional Team..., IT Management, PMO, Strategic Planning, MS Project, Management Consulting, Governance
Education
Indiana University - Kelley School of Business 1983 — 1985
MBA, Management Information Systems
Tilburg University 1984 — 1984
International Business, European Aspects of International Business
University of Wisconsin-Madison 1979 — 1983
BBA, Double major: Marketing & Administrative Management
Evan S. Katz, CFA Evan S. Katz, CFA's Northern Trust Experience June 1997 - September 1999
Job Fixed Income Research Analyst at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management January 2006 - Present
Northern Trust Global Investments March 2001 - December 2005
Northern Trust Global Investments October 1999 - February 2001
Northern Trust June 1997 - September 1999
Skills
Investments, Asset Managment, Financial Analysis, Microsoft Excel, Financial Modeling, Fixed Income, Fixed Income Analysis, Fixed Income Portfolio..., Bloomberg, Portfolio Management, Bonds, Asset Management
Education
Kellogg Graduate School of Management
Master of Business Administration (MBA), Finance, Management, Entrepreneurship, and Strategy
Indiana University - Kelley School of Business 1993 — 1997
Bachelor of Science (BS), Finance
Northern Trust Asset Management January 2006 - Present
Northern Trust Global Investments March 2001 - December 2005
Northern Trust Global Investments October 1999 - February 2001
Northern Trust June 1997 - September 1999
Skills
Investments, Asset Managment, Financial Analysis, Microsoft Excel, Financial Modeling, Fixed Income, Fixed Income Analysis, Fixed Income Portfolio..., Bloomberg, Portfolio Management, Bonds, Asset Management
Education
Kellogg Graduate School of Management
Master of Business Administration (MBA), Finance, Management, Entrepreneurship, and Strategy
Indiana University - Kelley School of Business 1993 — 1997
Bachelor of Science (BS), Finance
Whitney King's Northern Trust Experience January 2012 - March 2015
Job Experienced accounting professional with international Big 4 experience.
Industry Accounting
Experience
N/A March 2015 - Present
Northern Trust January 2012 - March 2015
HSBC September 2010 - December 2011
PwC May 2009 - July 2010
PwC September 2002 - May 2009
Skills
SEC filings, Financial Audits, Financial Statements, GAAP, XBRL, Internal Audit, IFRS, Variance Analysis, Finance, Financial Risk, Budgets, Risk Management, Business Analysis, Management, Analysis, Assurance, Financial Analysis, Financial Reporting
Education
Indiana University - Kelley School of Business 1998 — 2002
Bachelor of Science, Accounting and Finance
Indiana University Bloomington 1998 — 2002
B.S., Accounting, Finance
N/A March 2015 - Present
Northern Trust January 2012 - March 2015
HSBC September 2010 - December 2011
PwC May 2009 - July 2010
PwC September 2002 - May 2009
Skills
SEC filings, Financial Audits, Financial Statements, GAAP, XBRL, Internal Audit, IFRS, Variance Analysis, Finance, Financial Risk, Budgets, Risk Management, Business Analysis, Management, Analysis, Assurance, Financial Analysis, Financial Reporting
Education
Indiana University - Kelley School of Business 1998 — 2002
Bachelor of Science, Accounting and Finance
Indiana University Bloomington 1998 — 2002
B.S., Accounting, Finance
Matthew Dang's Northern Trust Experience 2001 - 2003
Job Vice President, Sr. Integration Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase October 2014 - Present
JPMorgan Chase October 2011 - May 2014
JPMorgan Chase September 2008 - October 2011
Washington Mutual, Inc. 2005 - 2008
Washington Mutual, Inc. 2005 - 2005
Washington Mutual, Inc. 2003 - 2005
Northern Trust 2001 - 2003
Northern Trust 1998 - 2001
Skills
Loans, Mortgage Lending, Credit, Underwriting, Banking, Mortgage Banking, Portfolio Management, Financial Analysis, Loan Origination, Credit Analysis, FHA, Financial Modeling, Real Estate, Due Diligence, Residential Mortgages, Refinance, Consumer Lending, Management, Risk Management, FHA Financing, Finance
Education
Illinois State University 1988 — 1992
B.A., Economics
JPMorgan Chase October 2014 - Present
JPMorgan Chase October 2011 - May 2014
JPMorgan Chase September 2008 - October 2011
Washington Mutual, Inc. 2005 - 2008
Washington Mutual, Inc. 2005 - 2005
Washington Mutual, Inc. 2003 - 2005
Northern Trust 2001 - 2003
Northern Trust 1998 - 2001
Skills
Loans, Mortgage Lending, Credit, Underwriting, Banking, Mortgage Banking, Portfolio Management, Financial Analysis, Loan Origination, Credit Analysis, FHA, Financial Modeling, Real Estate, Due Diligence, Residential Mortgages, Refinance, Consumer Lending, Management, Risk Management, FHA Financing, Finance
Education
Illinois State University 1988 — 1992
B.A., Economics
Jay Yoder Jay Yoder's Northern Trust Experience 2012 - 2012
Job Finance Manager
Industry Financial Services
Experience
Wells Fargo 2013 - Present
Northern Trust 2012 - 2012
Bank of America 2010 - 2011
ABN AMRO / RBS 2005 - 2009
ABN AMRO 2001 - 2005
Navistar 2000 - 2001
Tenneco 1996 - 2000
McGladrey & Pullen 1995 - 1996
Blackman Kallick 1990 - 1995
Skills
Financial Analysis, Hyperion Enterprise, Financial Reporting, Forecasting, Accounting, Internal Controls, Auditing, Finance, US GAAP, Consolidation, Banking, IFRS, Analysis, Financial Risk, Financial Audits
Education
Indiana University - Kelley School of Business
BS, Accounting
Loyola University of Chicago - Graduate School of Business
MBA, Finance
Wells Fargo 2013 - Present
Northern Trust 2012 - 2012
Bank of America 2010 - 2011
ABN AMRO / RBS 2005 - 2009
ABN AMRO 2001 - 2005
Navistar 2000 - 2001
Tenneco 1996 - 2000
McGladrey & Pullen 1995 - 1996
Blackman Kallick 1990 - 1995
Skills
Financial Analysis, Hyperion Enterprise, Financial Reporting, Forecasting, Accounting, Internal Controls, Auditing, Finance, US GAAP, Consolidation, Banking, IFRS, Analysis, Financial Risk, Financial Audits
Education
Indiana University - Kelley School of Business
BS, Accounting
Loyola University of Chicago - Graduate School of Business
MBA, Finance
Leslie Ryan Leslie Ryan's Northern Trust Experience December 2007 - Present
Job Trust Officer at Northern Trust
Industry Financial Services
Experience
Northern Trust December 2007 - Present
First Trust November 2005 - October 2007
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, English, Research, Windows, Outlook, Estate Planning, Asset Management, High Net Worth..., Financial Planning, Investments, Retirement, Wealth Management, Financial Services, Life Insurance, Finance, Mutual Funds
Education
Florida Trust School 2008 — 2010
Illinois State University 2000 — 2004
Bachelor's degree, Business Administration and Management, General
Northern Trust December 2007 - Present
First Trust November 2005 - October 2007
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, English, Research, Windows, Outlook, Estate Planning, Asset Management, High Net Worth..., Financial Planning, Investments, Retirement, Wealth Management, Financial Services, Life Insurance, Finance, Mutual Funds
Education
Florida Trust School 2008 — 2010
Illinois State University 2000 — 2004
Bachelor's degree, Business Administration and Management, General
Bingyu Mei's Northern Trust Experience October 2013 - April 2014
Job Investment Management Intern at Sidoxia Capital Management, LLC
Industry Accounting
Experience
Sidoxia Capital Management, LLC February 2015 - Present
UC Irvine January 2015 - Present
Northern Trust October 2013 - April 2014
Tianjin Hua Mei Biological Production Trade Co. Ltd December 2012 - January 2013
Kelley School of Business August 2011 - January 2012
Guotai Junan Securities Co., Ltd July 2011 - August 2011
Skills
Access, Microsoft Excel, Investments, Accounting, Microsoft Office, Financial Analysis, Financial Modeling, Financial Accounting, PowerPoint, Statistics, Mathematics, Business Analysis, Business Planning, Multi Tasking, Deadline Oriented, Highly detail oriented, Client Relations Skills, Microsoft PowerPoint, Finance
Education
University of California, Irvine 2014 — 2015
Master of Professional Accountancy, MPAc, Accounting, 3.6/4.0
Indiana University - Kelley School of Business 2010 — 2013
BS, Finance, Accounting, 3.75
Tianjin University of Finance and Economics 2008 — 2010
BS, Finance, Securities Investment, 3.7/4.0
Chartered Financial Analyst Candidate
Passed Level I of the CFA Program
Sidoxia Capital Management, LLC February 2015 - Present
UC Irvine January 2015 - Present
Northern Trust October 2013 - April 2014
Tianjin Hua Mei Biological Production Trade Co. Ltd December 2012 - January 2013
Kelley School of Business August 2011 - January 2012
Guotai Junan Securities Co., Ltd July 2011 - August 2011
Skills
Access, Microsoft Excel, Investments, Accounting, Microsoft Office, Financial Analysis, Financial Modeling, Financial Accounting, PowerPoint, Statistics, Mathematics, Business Analysis, Business Planning, Multi Tasking, Deadline Oriented, Highly detail oriented, Client Relations Skills, Microsoft PowerPoint, Finance
Education
University of California, Irvine 2014 — 2015
Master of Professional Accountancy, MPAc, Accounting, 3.6/4.0
Indiana University - Kelley School of Business 2010 — 2013
BS, Finance, Accounting, 3.75
Tianjin University of Finance and Economics 2008 — 2010
BS, Finance, Securities Investment, 3.7/4.0
Chartered Financial Analyst Candidate
Passed Level I of the CFA Program
William A. Lyons, CFA William A. Lyons, CFA's Northern Trust Experience 2003 - Present
Job Senior Portfolio Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust 2003 - Present
Bank One 1998 - 2003
Strong Capital Management 1995 - 1998
HSBC Securities 1992 - 1995
Continental Bank 1983 - 1991
American Hospital 1979 - 1983
Peat Marwick 1977 - 1979
Education
Indiana University - Kelley School of Business
BS, Accounting
Northwestern University - Kellogg School of Management
MM, Finance & Marketing
Northern Trust 2003 - Present
Bank One 1998 - 2003
Strong Capital Management 1995 - 1998
HSBC Securities 1992 - 1995
Continental Bank 1983 - 1991
American Hospital 1979 - 1983
Peat Marwick 1977 - 1979
Education
Indiana University - Kelley School of Business
BS, Accounting
Northwestern University - Kellogg School of Management
MM, Finance & Marketing
Kelly Shikany,CFP®, CDFA™'s Northern Trust Experience September 1986 - September 1993
Job Financial Advisor at Lakeside Wealth Management
Industry Financial Services
Experience
Lakeside Wealth Management Group November 2014 - Present
Vogelsang Asset Management September 2009 - November 2014
Harbour Trust & Investment Management Company January 2005 - January 2008
Harbour Trust & Investment Management Company January 2000 - January 2008
Northern Trust September 1986 - September 1993
Education
Indiana University Bloomington 1982 — 1986
B.S., Kelley School of Business
Indiana University Bloomington
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Lakeside Wealth Management Group November 2014 - Present
Vogelsang Asset Management September 2009 - November 2014
Harbour Trust & Investment Management Company January 2005 - January 2008
Harbour Trust & Investment Management Company January 2000 - January 2008
Northern Trust September 1986 - September 1993
Education
Indiana University Bloomington 1982 — 1986
B.S., Kelley School of Business
Indiana University Bloomington
Bachelor's degree, Business, Management, Marketing, and Related Support Services
David Rudd's Northern Trust Experience August 2013 - Present
Job Vice President at Northern Trust
Industry Banking
Experience
Northern Trust August 2013 - Present
Northern Trust April 2010 - August 2013
Stifel July 2005 - September 2009
Skills
Capital Markets, Financial Modeling, Mergers, Debt, Capital, Equities, Private Equity, Financial Analysis, Valuation, Investment Banking, Strategic Advisory, Corporate Finance, Banking, Excel, Bloomberg, Series 7, Process Improvement, Securities, Due Diligence, DCF, Private Placements, IPO, Basel II, Hedge Funds, Financial Markets, Series 63, Factset, Structured Finance, Economics, Capital Structure, Sell Side, Forecasting, Risk Management, Bonds, Derivatives, Bloomberg Terminal, M&A experience, Securitization, Cash Flow, Capital IQ, Finance, Fixed Income, Treasury Management, Treasury, Financial Institutions, Mergers & Acquisitions, Investment Management, Alternative Investments, Equity Research, Investments
Education
Indiana University Bloomington 2001 — 2005
Bachelor's degree, Applied Economics
Study Abroad, Institute for the International Education of Students 2004 — 2004
Study Abroad
Northern Trust August 2013 - Present
Northern Trust April 2010 - August 2013
Stifel July 2005 - September 2009
Skills
Capital Markets, Financial Modeling, Mergers, Debt, Capital, Equities, Private Equity, Financial Analysis, Valuation, Investment Banking, Strategic Advisory, Corporate Finance, Banking, Excel, Bloomberg, Series 7, Process Improvement, Securities, Due Diligence, DCF, Private Placements, IPO, Basel II, Hedge Funds, Financial Markets, Series 63, Factset, Structured Finance, Economics, Capital Structure, Sell Side, Forecasting, Risk Management, Bonds, Derivatives, Bloomberg Terminal, M&A experience, Securitization, Cash Flow, Capital IQ, Finance, Fixed Income, Treasury Management, Treasury, Financial Institutions, Mergers & Acquisitions, Investment Management, Alternative Investments, Equity Research, Investments
Education
Indiana University Bloomington 2001 — 2005
Bachelor's degree, Applied Economics
Study Abroad, Institute for the International Education of Students 2004 — 2004
Study Abroad
Sanjana Das's Northern Trust Experience May 2011 - August 2011
Job Assurance Staff at EY
Industry Accounting
Experience
EY September 2013 - Present
Ernst & Young June 2012 - August 2012
Northern Trust May 2011 - August 2011
Abercrombie & Fitch November 2008 - May 2011
ZF Services North America May 2010 - August 2010
Kumon January 2004 - August 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Research, Management, Microsoft Office, Access, Data Analysis, Spanish, Outlook, Event Planning, Customer Service, Public Speaking, Financial Analysis, Teamwork, Time Management, Facebook, Retail, Market Research, Leadership, Sales, Social Networking, Team Leadership
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science, Majors: Accounting & Finance Minor: Psychology
Vernon Hills High School 2005 — 2009
EY September 2013 - Present
Ernst & Young June 2012 - August 2012
Northern Trust May 2011 - August 2011
Abercrombie & Fitch November 2008 - May 2011
ZF Services North America May 2010 - August 2010
Kumon January 2004 - August 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Research, Management, Microsoft Office, Access, Data Analysis, Spanish, Outlook, Event Planning, Customer Service, Public Speaking, Financial Analysis, Teamwork, Time Management, Facebook, Retail, Market Research, Leadership, Sales, Social Networking, Team Leadership
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science, Majors: Accounting & Finance Minor: Psychology
Vernon Hills High School 2005 — 2009
Kathleen Fitzgerald-Ellis Kathleen Fitzgerald-Ellis's Northern Trust Experience August 2008 - December 2009
Job Coordinator of Admissions & Marketing at University Center Rapid City
Industry Higher Education
Experience
University Center - Rapid City February 2015 - Present
University Center - Rapid City November 2012 - November 2014
South Dakota State University May 2012 - November 2012
South Dakota State University August 2011 - May 2012
South Dakota State University August 2010 - August 2011
National Children's Study February 2010 - July 2011
Northern Trust August 2008 - December 2009
The Student Press Law Center January 2008 - April 2008
Ogilvy Public Relations Worldwide August 2007 - November 2007
COUNTRY Financial May 2006 - May 2007
Skills
Writing, Public Relations, Press Releases, Newspaper, Editing, Journalism, AP Style, Microsoft Office Xp, Cision, Factiva
Education
South Dakota State University 2010 — 2012
Master's, College Counseling
Illinois State University 2003 — 2007
Bachelor's, Public Relations
University Center - Rapid City February 2015 - Present
University Center - Rapid City November 2012 - November 2014
South Dakota State University May 2012 - November 2012
South Dakota State University August 2011 - May 2012
South Dakota State University August 2010 - August 2011
National Children's Study February 2010 - July 2011
Northern Trust August 2008 - December 2009
The Student Press Law Center January 2008 - April 2008
Ogilvy Public Relations Worldwide August 2007 - November 2007
COUNTRY Financial May 2006 - May 2007
Skills
Writing, Public Relations, Press Releases, Newspaper, Editing, Journalism, AP Style, Microsoft Office Xp, Cision, Factiva
Education
South Dakota State University 2010 — 2012
Master's, College Counseling
Illinois State University 2003 — 2007
Bachelor's, Public Relations
Vincent Baxter Vincent Baxter's Northern Trust Experience September 2013 - August 2015
Job Senior Analyst Front Office Support Asset Management at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management August 2015 - Present
Northern Trust September 2013 - August 2015
Southern Illinois University September 2009 - May 2012
Caputos Fresh Markets June 2010 - August 2011
Skills
Interpersonal Skill, Microsoft Excel, Customer Service, Customer Satisfaction, Goal Oriented, Organization, Leadership, Work Autonomously, Works well in a team, Financial Analysis, Finance, Forecasting
Education
Illinois State University 2012 — 2013
Organizational Leadership / Management
Southern Illinois University, Carbondale 2009 — 2012
Bachelor of Science (B.S.), Finance
Northern Trust Asset Management August 2015 - Present
Northern Trust September 2013 - August 2015
Southern Illinois University September 2009 - May 2012
Caputos Fresh Markets June 2010 - August 2011
Skills
Interpersonal Skill, Microsoft Excel, Customer Service, Customer Satisfaction, Goal Oriented, Organization, Leadership, Work Autonomously, Works well in a team, Financial Analysis, Finance, Forecasting
Education
Illinois State University 2012 — 2013
Organizational Leadership / Management
Southern Illinois University, Carbondale 2009 — 2012
Bachelor of Science (B.S.), Finance
Tom Murray Jr.'s Northern Trust Experience October 1998 - Present
Job VP at Northern Trust
Industry Information Technology and Services
Experience
Northern Trust October 1998 - Present
Ernst & Young January 1998 - October 1998
Andersen Consulting May 1997 - January 1998
Skills
SDLC, Business Analysis, Process Improvement, IT Strategy, Vendor Management, Disaster Recovery, Enterprise Architecture, IT Management, Visio, Business Process..., Software Project..., Program Management, Change Management, Project Management, ITIL, Requirements Analysis, Business Intelligence, Business Process, Integration, Security, SharePoint
Education
Indiana State University 1993 — 1997
BS, Management Information Systems
Indiana State University - School of Business 1992 — 1997
BS, MIS
Northern Trust October 1998 - Present
Ernst & Young January 1998 - October 1998
Andersen Consulting May 1997 - January 1998
Skills
SDLC, Business Analysis, Process Improvement, IT Strategy, Vendor Management, Disaster Recovery, Enterprise Architecture, IT Management, Visio, Business Process..., Software Project..., Program Management, Change Management, Project Management, ITIL, Requirements Analysis, Business Intelligence, Business Process, Integration, Security, SharePoint
Education
Indiana State University 1993 — 1997
BS, Management Information Systems
Indiana State University - School of Business 1992 — 1997
BS, MIS
Ryan Hegy Ryan Hegy's Northern Trust Experience October 2012 - August 2014
Job Sr. Private Equity & Real Estate Reporting Analyst at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt August 2014 - Present
Northern Trust October 2012 - August 2014
Caterpillar Inc. August 2011 - October 2011
Busey May 2011 - August 2011
Water Treatment Technologies, Inc. May 2010 - September 2010
Education
Illinois State University 2007 — 2012
Bachelor of Science (B.S.), Finance, Accounting
Aon Hewitt August 2014 - Present
Northern Trust October 2012 - August 2014
Caterpillar Inc. August 2011 - October 2011
Busey May 2011 - August 2011
Water Treatment Technologies, Inc. May 2010 - September 2010
Education
Illinois State University 2007 — 2012
Bachelor of Science (B.S.), Finance, Accounting
Bobby Van Fossan's Northern Trust Experience March 2013 - June 2013
Job Analyst at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management June 2013 - Present
Northern Trust March 2013 - June 2013
Group One Trading, LP February 2011 - March 2013
Events out of the Box June 2010 - September 2011
Barrington Bank and Trust May 2009 - August 2009
Van Fossan & Associates May 2008 - August 2008
Skills
Bloomberg, series 56, Options, Options Strategies, Equities, Business Relationship..., Investments, CRM, Leadership, Sales, Time Management
Education
Indiana University Bloomington 2007 — 2010
Bachelors, Public Financial Management
Barrington Highschool
Barrington Highschool
Morgan Stanley Private Wealth Management June 2013 - Present
Northern Trust March 2013 - June 2013
Group One Trading, LP February 2011 - March 2013
Events out of the Box June 2010 - September 2011
Barrington Bank and Trust May 2009 - August 2009
Van Fossan & Associates May 2008 - August 2008
Skills
Bloomberg, series 56, Options, Options Strategies, Equities, Business Relationship..., Investments, CRM, Leadership, Sales, Time Management
Education
Indiana University Bloomington 2007 — 2010
Bachelors, Public Financial Management
Barrington Highschool
Barrington Highschool
Scott Tillesen's Northern Trust Experience September 1972 - April 1973
Job Vice President, Credit The Americas at Tech Data
Industry Computer Hardware
Experience
Tech Data September 2014 - Present
Tech Data February 2013 - August 2014
Tech Data Corporation March 1998 - January 2013
Shelter Distribution, Inc. January 1997 - December 1997
USG Corporation 1991 - 1996
USG Corporation July 1988 - 1991
USG Corporation July 1986 - June 1988
USG Corporation 1983 - June 1985
Northern Trust September 1972 - April 1973
Skills
Financial Analysis, Credit, Accounts Receivable, Strategic Planning, Credit Risk, Financial Management, Cash Flow, Risk Management, Credit Analysis, Accounting, Accounts Payable, Analysis, Banking, Budgets, Business Development, Business Planning, Business Strategy, Cash Management, Corporate Finance, Customer Service, Due Diligence, Executive Management, Finance, Financial Modeling, Financial Reporting, Financial Risk, Forecasting, Human Resources, Internal Controls, Investments, Management, Managerial Finance, Marketing, Mergers, Negotiation, Portfolio Management, Pricing, Process Improvement, Sales, Sales Management, Sarbanes-Oxley Act, Relationship Management, Strategic Financial..., Time Management, Strategy, Mergers
Education
Dartmouth College - Nat'l Assoc. of Credit Mgmt. Graduate School of Credit and Finance 1999 — 2000
Certificate, Credit and Finance
Indiana University 1985 — 1985
Certificate, Executive Program - Managing Business Functions
Roosevelt University 1974 — 1977
MBA, Finance / Statistics
Roosevelt University 1969 — 1973
BSBA, Accounting
Bogan High School 1965 — 1969
Tech Data September 2014 - Present
Tech Data February 2013 - August 2014
Tech Data Corporation March 1998 - January 2013
Shelter Distribution, Inc. January 1997 - December 1997
USG Corporation 1991 - 1996
USG Corporation July 1988 - 1991
USG Corporation July 1986 - June 1988
USG Corporation 1983 - June 1985
Northern Trust September 1972 - April 1973
Skills
Financial Analysis, Credit, Accounts Receivable, Strategic Planning, Credit Risk, Financial Management, Cash Flow, Risk Management, Credit Analysis, Accounting, Accounts Payable, Analysis, Banking, Budgets, Business Development, Business Planning, Business Strategy, Cash Management, Corporate Finance, Customer Service, Due Diligence, Executive Management, Finance, Financial Modeling, Financial Reporting, Financial Risk, Forecasting, Human Resources, Internal Controls, Investments, Management, Managerial Finance, Marketing, Mergers, Negotiation, Portfolio Management, Pricing, Process Improvement, Sales, Sales Management, Sarbanes-Oxley Act, Relationship Management, Strategic Financial..., Time Management, Strategy, Mergers
Education
Dartmouth College - Nat'l Assoc. of Credit Mgmt. Graduate School of Credit and Finance 1999 — 2000
Certificate, Credit and Finance
Indiana University 1985 — 1985
Certificate, Executive Program - Managing Business Functions
Roosevelt University 1974 — 1977
MBA, Finance / Statistics
Roosevelt University 1969 — 1973
BSBA, Accounting
Bogan High School 1965 — 1969
John Shergill's Northern Trust Experience November 2012 - Present
Job Consultant at Northern Trust
Industry Financial Services
Experience
Northern Trust November 2012 - Present
Bank of America June 2012 - August 2012
Zurich Financial Services May 2011 - August 2011
Skills
Finance, Mathematics, Wealth Management, Portfolio Management, Financial Analysis, Financial Modeling, Financial Markets, Investments, Insurance, Valuation, Microsoft Excel, Accounting, Data Analysis, Investment Banking, Bloomberg, Capital IQ
Education
Indiana University - Kelley School of Business 2008 — 2012
BS, Finance
Wheeling High School 2004 — 2008
Northern Trust November 2012 - Present
Bank of America June 2012 - August 2012
Zurich Financial Services May 2011 - August 2011
Skills
Finance, Mathematics, Wealth Management, Portfolio Management, Financial Analysis, Financial Modeling, Financial Markets, Investments, Insurance, Valuation, Microsoft Excel, Accounting, Data Analysis, Investment Banking, Bloomberg, Capital IQ
Education
Indiana University - Kelley School of Business 2008 — 2012
BS, Finance
Wheeling High School 2004 — 2008
Lauren Lauer Lauren Lauer's Northern Trust Experience October 2010 - July 2012
Job Energetic, ambitious professional known for leveraging efficiencies and developing strong business process solutions.
Industry Financial Services
Experience
Northern Trust Corporation August 2012 - April 2013
Northern Trust October 2010 - July 2012
Northern Trust April 2009 - October 2010
Tribune Company April 2008 - March 2009
Skills
Relationship Management, Project Management, Business Analysis, Innovation Development, Connecting People, Strategic Planning, Customer Service, Product Management, Strategic Thinking, Analytical Skills, Fresh Ideas, Driving Efficiency, Positive Can-do Attitude, Outstanding..., Business Process...
Education
Illinois Wesleyan University 2003 — 2007
BA, Biology and Psychology
Northern Trust Corporation August 2012 - April 2013
Northern Trust October 2010 - July 2012
Northern Trust April 2009 - October 2010
Tribune Company April 2008 - March 2009
Skills
Relationship Management, Project Management, Business Analysis, Innovation Development, Connecting People, Strategic Planning, Customer Service, Product Management, Strategic Thinking, Analytical Skills, Fresh Ideas, Driving Efficiency, Positive Can-do Attitude, Outstanding..., Business Process...
Education
Illinois Wesleyan University 2003 — 2007
BA, Biology and Psychology
Robert Missant's Northern Trust Experience October 2011 - October 2013
Job Investment Banking Associate at Lazard
Industry Financial Services
Experience
Lazard October 2013 - Present
Northern Trust October 2011 - October 2013
Plante & Moran, PLLC January 2011 - August 2011
American Axle & Manufacturing May 2007 - August 2007
American Axle & Manufacturing May 2006 - August 2006
Skills
Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Bloomberg, Equities, Equity Research Analysis, Capital Markets, Convertible Securities, Hedge Funds, Investments, Due Diligence, Restructuring
Education
Indiana University - Kelley School of Business 2006 — 2010
B.S., Finance and Economic Consulting
Lazard October 2013 - Present
Northern Trust October 2011 - October 2013
Plante & Moran, PLLC January 2011 - August 2011
American Axle & Manufacturing May 2007 - August 2007
American Axle & Manufacturing May 2006 - August 2006
Skills
Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Bloomberg, Equities, Equity Research Analysis, Capital Markets, Convertible Securities, Hedge Funds, Investments, Due Diligence, Restructuring
Education
Indiana University - Kelley School of Business 2006 — 2010
B.S., Finance and Economic Consulting
Dana Del Rio's Northern Trust Experience December 2012 - Present
Job Product Manager Partner Mobility at Northern Trust
Industry Financial Services
Experience
Northern Trust December 2012 - Present
Northern Trust December 2010 - December 2012
Northern Trust July 2008 - December 2010
Boss Industries, Inc. January 2008 - July 2008
Skills
Web Applications, Word, Writing Skills, Change Management..., Internal Communications, Communications Strategy, Project Planning, Product Management, Product Development, Visual Communication, Social Media, Social Networking, Mobile Devices, Mobile Applications, Public Speaking, Team Building, Microsoft Word, Training, Analysis, Change Management, Strategy, Market Research, Project Management, Leadership, Marketing, Social Media Marketing, Marketing Communications, Team Leadership, Management, Competitive Analysis, Strategic Communications
Education
Indiana University Bloomington 2003 — 2007
Bachelor's, Journalism
Northern Trust December 2012 - Present
Northern Trust December 2010 - December 2012
Northern Trust July 2008 - December 2010
Boss Industries, Inc. January 2008 - July 2008
Skills
Web Applications, Word, Writing Skills, Change Management..., Internal Communications, Communications Strategy, Project Planning, Product Management, Product Development, Visual Communication, Social Media, Social Networking, Mobile Devices, Mobile Applications, Public Speaking, Team Building, Microsoft Word, Training, Analysis, Change Management, Strategy, Market Research, Project Management, Leadership, Marketing, Social Media Marketing, Marketing Communications, Team Leadership, Management, Competitive Analysis, Strategic Communications
Education
Indiana University Bloomington 2003 — 2007
Bachelor's, Journalism
Julie Motley Julie Motley's Northern Trust Experience January 2007 - Present
Job Securities Technician at Northern Trust
Industry Financial Services
Experience
Northern Trust January 2007 - Present
Humana November 2004 - April 2006
Midwest Stock Exchange October 1978 - April 1996
Skills
Lotus Notes, Accounting, Singing, Account Reconciliation, Microsoft Word, Team Leadership, Time Management, Bank Reconciliation, Research, Teaching, Leadership, Event Planning, Coaching
Education
Illinois State University 1977 — 1978
Shiloh Acaademy 1972 — 1976
Northern Trust January 2007 - Present
Humana November 2004 - April 2006
Midwest Stock Exchange October 1978 - April 1996
Skills
Lotus Notes, Accounting, Singing, Account Reconciliation, Microsoft Word, Team Leadership, Time Management, Bank Reconciliation, Research, Teaching, Leadership, Event Planning, Coaching
Education
Illinois State University 1977 — 1978
Shiloh Acaademy 1972 — 1976
Ray Thompson Ray Thompson's Northern Trust Experience January 2012 - Present
Job Sr. Business Process Analyst at Northern Trust
Industry Financial Services
Experience
Northern Trust January 2012 - Present
Northern Trust August 2008 - December 2012
Northern Trust December 2004 - July 2008
Northern Trust April 2003 - November 2004
Northern Trust September 2000 - March 2003
American Express Financial Advisors March 1999 - August 2000
Skills
Process Improvement, Mutual Funds, Fixed Income, ETFs, Securities, Compliance, Customer Service, Coaching, Microsoft Office, Team Leadership, Change Management, Financial Planning, Excel, Product Development, Problem Solving, Business Analysis, Team Building, Team Management, Lotus Notes, Organization, Time Management, Data Analysis, Data Mining, Series 7, Series 66, Series 26, Management, Risk Management, Portfolio Management, Asset Allocation, FINRA, Finance
Education
Illinois Wesleyan University 1995 — 1999
Bachelor of Arts (B.A.), Business Administration and History
Thornwood High School 1992 — 1995
Northern Trust January 2012 - Present
Northern Trust August 2008 - December 2012
Northern Trust December 2004 - July 2008
Northern Trust April 2003 - November 2004
Northern Trust September 2000 - March 2003
American Express Financial Advisors March 1999 - August 2000
Skills
Process Improvement, Mutual Funds, Fixed Income, ETFs, Securities, Compliance, Customer Service, Coaching, Microsoft Office, Team Leadership, Change Management, Financial Planning, Excel, Product Development, Problem Solving, Business Analysis, Team Building, Team Management, Lotus Notes, Organization, Time Management, Data Analysis, Data Mining, Series 7, Series 66, Series 26, Management, Risk Management, Portfolio Management, Asset Allocation, FINRA, Finance
Education
Illinois Wesleyan University 1995 — 1999
Bachelor of Arts (B.A.), Business Administration and History
Thornwood High School 1992 — 1995
Joyce Frost's Northern Trust Experience 1985 - 1989
Job Partner at Riverside Risk Advisors LLC
Industry Financial Services
Experience
Riverside Risk Advisors LLC September 2009 - Present
Bronx Charter School for Excellence March 2004 - Present
New York Cares 1989 - Present
Cournot Capital Inc. November 2006 - March 2009
Morgan Stanley November 2006 - March 2009
Chase Securities Inc. 1995 - 2001
Sumitomo Bank Capital Markets 1991 - 1995
Chase Securities Inc. 1989 - 1991
Northern Trust 1985 - 1989
Skills
Capital Markets, Fixed Income, Hedge Funds, Alternative Investments, Equities, Investment Banking, Structured Products, Derivatives, Asset Managment, Valuation, Structured Finance, Trading, Options, Bonds, Investments, Corporate Finance, Portfolio Management, Financial Structuring, Financial Modeling, Risk Management
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance
Indiana University - Kelley School of Business 1981 — 1985
BS, Finance
Trinity School
William Fremd High School
William Fremd High School
William Fremd High School
Riverside Risk Advisors LLC September 2009 - Present
Bronx Charter School for Excellence March 2004 - Present
New York Cares 1989 - Present
Cournot Capital Inc. November 2006 - March 2009
Morgan Stanley November 2006 - March 2009
Chase Securities Inc. 1995 - 2001
Sumitomo Bank Capital Markets 1991 - 1995
Chase Securities Inc. 1989 - 1991
Northern Trust 1985 - 1989
Skills
Capital Markets, Fixed Income, Hedge Funds, Alternative Investments, Equities, Investment Banking, Structured Products, Derivatives, Asset Managment, Valuation, Structured Finance, Trading, Options, Bonds, Investments, Corporate Finance, Portfolio Management, Financial Structuring, Financial Modeling, Risk Management
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance
Indiana University - Kelley School of Business 1981 — 1985
BS, Finance
Trinity School
William Fremd High School
William Fremd High School
William Fremd High School
Brian Hinton's Northern Trust Experience March 1981 - January 2000
Job Director, Digital Strategy and Execution for Business Banking
Industry Financial Services
Experience
Huntington National Bank June 2015 - Present
Huntington National Bank June 2010 - May 2015
JPMorgan Chase May 2008 - August 2009
JPMorgan Chase March 2004 - May 2008
Bank One December 2002 - February 2004
Bottomline Technologies February 2000 - November 2002
Northern Trust March 1981 - January 2000
Skills
Banking, Treasury Management, Cash Management, Payments, Treasury Services, Software Design, Commercial Banking, Product Management, E-commerce, Executive Management, Electronic Payments, Internet Banking, Credit Cards, Financial Institutions, Liquidity Management, Payment Systems, AML, Strategic Planning, Trade Finance, Accounts Receivable, Deposits, Merchant Services
Education
Indiana University Bloomington 1977 — 1980
Bachelor's degree, Finance, General
Indiana University - Kelley School of Business 1976 — 1980
Bacheolors, Finance
Huntington National Bank June 2015 - Present
Huntington National Bank June 2010 - May 2015
JPMorgan Chase May 2008 - August 2009
JPMorgan Chase March 2004 - May 2008
Bank One December 2002 - February 2004
Bottomline Technologies February 2000 - November 2002
Northern Trust March 1981 - January 2000
Skills
Banking, Treasury Management, Cash Management, Payments, Treasury Services, Software Design, Commercial Banking, Product Management, E-commerce, Executive Management, Electronic Payments, Internet Banking, Credit Cards, Financial Institutions, Liquidity Management, Payment Systems, AML, Strategic Planning, Trade Finance, Accounts Receivable, Deposits, Merchant Services
Education
Indiana University Bloomington 1977 — 1980
Bachelor's degree, Finance, General
Indiana University - Kelley School of Business 1976 — 1980
Bacheolors, Finance
Nav Vaidhyanathan (vaidhynk@gmail.com) Nav Vaidhyanathan (vaidhynk@gmail.com)'s Northern Trust Experience 2013 - 2013
Job Model Risk Management at M&T Bank
Industry Financial Services
Experience
M&T Bank March 2015 - Present
Wintrust Financial 2013 - Present
Northern Trust 2013 - 2013
Discover Financial Services 2012 - 2013
Discover Financial Services, Corporate Risk Management 2010 - 2012
Discover Financial Services, Cardmember Services and Consumer Banking 2008 - 2010
Discover Financial Services, Cardmember Services and Consumer Banking 2007 - 2008
Purdue University 2006 - 2007
Purdue University 2006 - 2007
Purdue University 2006 - 2007
Skills
Model Validation, Stress Test, CCAR, DFAST, SAS, Analytics, Risk Management, Statistics, R, Matlab, Financial Modeling, SQL, Credit Risk, Financial Services, C++, Microsoft Office, Analysis, C#, Python, C, Teradata, Unix, Strategy, Financial Risk, Java, Programming, Data Mining, Predictive Analytics, Hadoop, Essbase, VBA, Stress Testing, Statistical Modeling, QRM, Hyperion, Web Design, Wordpress, Basel II, Finance, Predictive Modeling, Enterprise Risk..., Quantitative Finance, Credit, Portfolio Management, Quantitative Analytics, Statistical Analysis, Management, Banking, Data Analysis, Financial Analysis
Education
University of Chicago
MS, Financial Mathematics (MSFM)
Purdue University - Krannert School of Management 2005 — 2007
MBA, Finance, Strategy, General Management
Purdue University 2004 — 2004
Worked towards PhD- ABD (All But Dissertation ), Interdisciplinary - Computer Science and Geoinformatics
Purdue University 2000 — 2003
MS, Electrical and Computer Engineering
Purdue University 2000 — 2003
MS, Civil Engineering
Indian Institute of Technology, Kanpur 1995 — 1999
BS, Civil Engineering
St. Joseph's Sr. Sec. School Kanpur 1980 — 1994
M&T Bank March 2015 - Present
Wintrust Financial 2013 - Present
Northern Trust 2013 - 2013
Discover Financial Services 2012 - 2013
Discover Financial Services, Corporate Risk Management 2010 - 2012
Discover Financial Services, Cardmember Services and Consumer Banking 2008 - 2010
Discover Financial Services, Cardmember Services and Consumer Banking 2007 - 2008
Purdue University 2006 - 2007
Purdue University 2006 - 2007
Purdue University 2006 - 2007
Skills
Model Validation, Stress Test, CCAR, DFAST, SAS, Analytics, Risk Management, Statistics, R, Matlab, Financial Modeling, SQL, Credit Risk, Financial Services, C++, Microsoft Office, Analysis, C#, Python, C, Teradata, Unix, Strategy, Financial Risk, Java, Programming, Data Mining, Predictive Analytics, Hadoop, Essbase, VBA, Stress Testing, Statistical Modeling, QRM, Hyperion, Web Design, Wordpress, Basel II, Finance, Predictive Modeling, Enterprise Risk..., Quantitative Finance, Credit, Portfolio Management, Quantitative Analytics, Statistical Analysis, Management, Banking, Data Analysis, Financial Analysis
Education
University of Chicago
MS, Financial Mathematics (MSFM)
Purdue University - Krannert School of Management 2005 — 2007
MBA, Finance, Strategy, General Management
Purdue University 2004 — 2004
Worked towards PhD- ABD (All But Dissertation ), Interdisciplinary - Computer Science and Geoinformatics
Purdue University 2000 — 2003
MS, Electrical and Computer Engineering
Purdue University 2000 — 2003
MS, Civil Engineering
Indian Institute of Technology, Kanpur 1995 — 1999
BS, Civil Engineering
St. Joseph's Sr. Sec. School Kanpur 1980 — 1994
Patty Sadiku's Northern Trust Experience February 2007 - September 2011
Job Customer Service Representative at Platinum Bank
Industry Financial Services
Experience
Platinum Bank February 2014 - Present
Pinellas Federal Credit Union December 2012 - January 2014
Monogram Builders September 2011 - November 2012
Northern Trust February 2007 - September 2011
Marcus & Millichap Capital Corp 2005 - 2006
Bank of America 1996 - 2005
Education
Illinois State University
Finance
Platinum Bank February 2014 - Present
Pinellas Federal Credit Union December 2012 - January 2014
Monogram Builders September 2011 - November 2012
Northern Trust February 2007 - September 2011
Marcus & Millichap Capital Corp 2005 - 2006
Bank of America 1996 - 2005
Education
Illinois State University
Finance
Kristina Jakstys Kristina Jakstys's Northern Trust Experience May 2013 - Present
Job Vice President and Senior Relationship Manager at Northern Trust
Industry Banking
Experience
Northern Trust May 2013 - Present
US Bank NA 2006 - May 2013
Trenwith Group, LLC 2002 - 2006
BDO USA, LLP 2000 - 2002
Skills
Mergers & Acquisitions, Valuation, Financial Reporting, Strategic Planning, Financial Modeling, Financial Analysis, Mergers, Commercial Banking, Banking
Education
Illinois Wesleyan University
Bachelor of Business Administration (BBA), Accounting & Economics
Northern Trust May 2013 - Present
US Bank NA 2006 - May 2013
Trenwith Group, LLC 2002 - 2006
BDO USA, LLP 2000 - 2002
Skills
Mergers & Acquisitions, Valuation, Financial Reporting, Strategic Planning, Financial Modeling, Financial Analysis, Mergers, Commercial Banking, Banking
Education
Illinois Wesleyan University
Bachelor of Business Administration (BBA), Accounting & Economics
Greg Dulaney Greg Dulaney's Northern Trust Experience October 2010 - August 2013
Job SVP, Head of Cash and Collateral Management, Hedge Fund Services at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation August 2013 - Present
Northern Trust October 2010 - August 2013
Omnium LLC October 2008 - October 2010
Grosvenor Capital Management January 2006 - October 2008
Grosvenor Capital Management 2004 - 2006
Northern Trust June 2000 - 2004
Skills
Cash Management, Collateral Management, FX Operations, FX Hedging, Operations Management, Product Development, Treasury Services, Project Management
Education
Illinois Wesleyan University 1996 — 2000
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Northern Trust Corporation August 2013 - Present
Northern Trust October 2010 - August 2013
Omnium LLC October 2008 - October 2010
Grosvenor Capital Management January 2006 - October 2008
Grosvenor Capital Management 2004 - 2006
Northern Trust June 2000 - 2004
Skills
Cash Management, Collateral Management, FX Operations, FX Hedging, Operations Management, Product Development, Treasury Services, Project Management
Education
Illinois Wesleyan University 1996 — 2000
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Matt Pomatto Matt Pomatto's Northern Trust Experience 2006 - Present
Job Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust 2006 - Present
Northern Trust Corporation 2002 - 2006
Northern Trust Corporation 1997 - 2002
Northern Trust Corporation December 1993 - 1997
Skills
Fixed Income, Mutual Funds, Equities, Alternative Investments, Hedge Funds, Securities, Derivatives, Investments, Bonds, Banking, Financial Services, Financial Markets
Education
Illinois State University 1987 — 1992
BS, Economics
Northern Trust 2006 - Present
Northern Trust Corporation 2002 - 2006
Northern Trust Corporation 1997 - 2002
Northern Trust Corporation December 1993 - 1997
Skills
Fixed Income, Mutual Funds, Equities, Alternative Investments, Hedge Funds, Securities, Derivatives, Investments, Bonds, Banking, Financial Services, Financial Markets
Education
Illinois State University 1987 — 1992
BS, Economics
R.T. Jones, Jr.'s Northern Trust Experience November 2010 - January 2012
Job Director of Business Development Artesys®
Industry Investment Management
Experience
R.T. Jones Capital Equities Management, Inc. (Artesys®) January 2014 - Present
R.T. Jones Capital Equities Management, Inc. (Artesys®) January 2012 - January 2014
Northern Trust November 2010 - January 2012
Skills
Financial Modeling, Portfolio Management, Financial Statement..., TradeStation, Morningstar, Microsoft Excel, Visio, Access, Bloomberg Terminal, Mutual Funds, Portfolio Optimization, Modeling Portfolios, Regression Analysis, Sales Management, Sales Operations, Sales Presentations, Public Speaking, Sales Process
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science, Dual Degrees in Finance & Management, added emphasis Accounting
Investment Banking Institute: July 2010
Financial Modeling and Valuation
Chaminade College Preparatory School
R.T. Jones Capital Equities Management, Inc. (Artesys®) January 2014 - Present
R.T. Jones Capital Equities Management, Inc. (Artesys®) January 2012 - January 2014
Northern Trust November 2010 - January 2012
Skills
Financial Modeling, Portfolio Management, Financial Statement..., TradeStation, Morningstar, Microsoft Excel, Visio, Access, Bloomberg Terminal, Mutual Funds, Portfolio Optimization, Modeling Portfolios, Regression Analysis, Sales Management, Sales Operations, Sales Presentations, Public Speaking, Sales Process
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science, Dual Degrees in Finance & Management, added emphasis Accounting
Investment Banking Institute: July 2010
Financial Modeling and Valuation
Chaminade College Preparatory School
Nicholas Donato's Northern Trust Experience June 2013 - August 2013
Job Equity Research Associate at Hovde Group
Industry Financial Services
Experience
Hovde Group April 2015 - Present
KeyBank July 2014 - April 2015
Levy Restaurants, Wrigley Field May 2008 - August 2014
Northern Trust June 2013 - August 2013
Sigma Pi Fraternity Beta Chapter November 2011 - November 2012
Northwestern Mutual May 2012 - August 2012
Business Professionals of America August 2011 - May 2012
K201: Computing in Business August 2011 - December 2011
Shanghai, China August 2011 - December 2011
Skills
Financial Accounting, Microsoft Office, Microsoft Word, Data Analysis, Microsoft Excel, Budget Setting, Personal Financial..., Public Speaking, Leadership, Leadership Development, Entrepreneurship, Budgets, Time Management, Finance, Teamwork, Accounting, Financial Analysis, PowerPoint, Social Media
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science (BS), Finance and Entrepreneneurship/Corporate Innovation
Saint Ignatius College Preparatory School 2006 — 2010
Hovde Group April 2015 - Present
KeyBank July 2014 - April 2015
Levy Restaurants, Wrigley Field May 2008 - August 2014
Northern Trust June 2013 - August 2013
Sigma Pi Fraternity Beta Chapter November 2011 - November 2012
Northwestern Mutual May 2012 - August 2012
Business Professionals of America August 2011 - May 2012
K201: Computing in Business August 2011 - December 2011
Shanghai, China August 2011 - December 2011
Skills
Financial Accounting, Microsoft Office, Microsoft Word, Data Analysis, Microsoft Excel, Budget Setting, Personal Financial..., Public Speaking, Leadership, Leadership Development, Entrepreneurship, Budgets, Time Management, Finance, Teamwork, Accounting, Financial Analysis, PowerPoint, Social Media
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science (BS), Finance and Entrepreneneurship/Corporate Innovation
Saint Ignatius College Preparatory School 2006 — 2010
Matthew Kocanda's Northern Trust Experience May 2009 - August 2009
Job Financial Investment Professional at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs Private Wealth Management December 2010 - Present
Northern Trust May 2009 - August 2009
Skills
Investments, Bloomberg, Financial Modeling, Equities, Valuation, Alternative Investments, Financial Analysis, Corporate Finance, Investment Management, Series 7, Finance, Economics, Equity Research, Bloomberg Terminal, Fixed Income, Hedge Funds, Derivatives
Education
Indiana University - Kelley School of Business 2007 — 2010
BS, Finance
Goldman Sachs Private Wealth Management December 2010 - Present
Northern Trust May 2009 - August 2009
Skills
Investments, Bloomberg, Financial Modeling, Equities, Valuation, Alternative Investments, Financial Analysis, Corporate Finance, Investment Management, Series 7, Finance, Economics, Equity Research, Bloomberg Terminal, Fixed Income, Hedge Funds, Derivatives
Education
Indiana University - Kelley School of Business 2007 — 2010
BS, Finance
Carson Holt's Northern Trust Experience August 2013 - August 2015
Job Data Reporting Analyst at Peak6 Investments
Industry Financial Services
Experience
PEAK6 Investments August 2015 - Present
Northern Trust August 2013 - August 2015
CME Group, Inc July 2010 - August 2013
AKT, LLP June 2009 - August 2009
Skills
Internal Controls, Finance, Financial Statements, Teamwork, Nonprofits, Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Financial Reporting, Accounting, SEC filings, Auditing, US GAAP, Financial Accounting, Microsoft Excel
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science (B.Sc), Business Administration; Finance, and Accounting
PEAK6 Investments August 2015 - Present
Northern Trust August 2013 - August 2015
CME Group, Inc July 2010 - August 2013
AKT, LLP June 2009 - August 2009
Skills
Internal Controls, Finance, Financial Statements, Teamwork, Nonprofits, Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Financial Reporting, Accounting, SEC filings, Auditing, US GAAP, Financial Accounting, Microsoft Excel
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science (B.Sc), Business Administration; Finance, and Accounting
Kevin Rillo's Northern Trust Experience March 1993 - March 1994
Job Talent Development Strategist at The Judge Group
Industry Human Resources
Experience
Judge Learning Solutions/The Judge Group August 2014 - Present
Krillo Consulting Partners December 2010 - Present
Employment Ministry at the Chapel 2010 - Present
TrainingPros May 2012 - August 2014
Accenture October 1996 - October 2010
PepsiCo/Taco Bell March 1994 - October 1996
Northern Trust March 1993 - March 1994
Andersen Consulting December 1989 - March 1993
Skills
Organizational..., Instructional Design, Leadership Development, Performance Management, Global HR, Succession Planning, Employee Engagement, Organizational Design, Change Management, HR Consulting, Management Consulting, Training Delivery, Career Development, Performance Improvement, Executive Development, Career Management, Learning Management, Training, Blended Learning, Organizational Behavior, Human Resources, Program Management, Management, Leadership, Strategy, Coaching, Consulting, Executive Coaching, Talent Management, Workshop Facilitation
Education
Indiana University - Kelley School of Business 1987 — 1989
MBA, Concentration- Organizational Change
Indiana University Bloomington 1987 — 1989
MS-Education, Instructional Systems Technology
Indiana University - Kelley School of Business 1980 — 1984
BS, Marketing/Advertising
Judge Learning Solutions/The Judge Group August 2014 - Present
Krillo Consulting Partners December 2010 - Present
Employment Ministry at the Chapel 2010 - Present
TrainingPros May 2012 - August 2014
Accenture October 1996 - October 2010
PepsiCo/Taco Bell March 1994 - October 1996
Northern Trust March 1993 - March 1994
Andersen Consulting December 1989 - March 1993
Skills
Organizational..., Instructional Design, Leadership Development, Performance Management, Global HR, Succession Planning, Employee Engagement, Organizational Design, Change Management, HR Consulting, Management Consulting, Training Delivery, Career Development, Performance Improvement, Executive Development, Career Management, Learning Management, Training, Blended Learning, Organizational Behavior, Human Resources, Program Management, Management, Leadership, Strategy, Coaching, Consulting, Executive Coaching, Talent Management, Workshop Facilitation
Education
Indiana University - Kelley School of Business 1987 — 1989
MBA, Concentration- Organizational Change
Indiana University Bloomington 1987 — 1989
MS-Education, Instructional Systems Technology
Indiana University - Kelley School of Business 1980 — 1984
BS, Marketing/Advertising
Elizabeth Mathieson's Northern Trust Experience March 2013 - Present
Job AIC at Northern Trust
Industry Financial Services
Experience
Northern Trust March 2013 - Present
William Blair & Company September 2008 - March 2013
Stifel Financial Corp. November 2007 - August 2008
Skills
Series 7
Education
Indiana University Bloomington 2003 — 2007
Bachelor's degree, Sociology
Northern Trust March 2013 - Present
William Blair & Company September 2008 - March 2013
Stifel Financial Corp. November 2007 - August 2008
Skills
Series 7
Education
Indiana University Bloomington 2003 — 2007
Bachelor's degree, Sociology
Darleen Leonard Darleen Leonard's Northern Trust Experience March 1994 - October 2000
Job Financial Service Professional
Industry Financial Services
Experience
GenSpring Family Offices June 2010 - June 2012
Northern Trust Asset Management April 2010 - June 2010
Rust Consulting October 2001 - June 2009
Northern Trust March 1994 - October 2000
Skills
Technical Skills -..., Securities, Training, Project Management, Process Improvement, Budgets, Financial Services, Investments
Education
Indian River State College 1988 — 1990
Associate's Degree, Paralegal Studies
GenSpring Family Offices June 2010 - June 2012
Northern Trust Asset Management April 2010 - June 2010
Rust Consulting October 2001 - June 2009
Northern Trust March 1994 - October 2000
Skills
Technical Skills -..., Securities, Training, Project Management, Process Improvement, Budgets, Financial Services, Investments
Education
Indian River State College 1988 — 1990
Associate's Degree, Paralegal Studies
Patrick Cummings Patrick Cummings's Northern Trust Experience August 2012 - Present
Job Consultant Hedge Fund Services at Northern Trust
Industry Financial Services
Experience
Northern Trust August 2012 - Present
Woodfield Fund Administration, LLC December 2011 - August 2012
Illinois Wesleyan University, Titan Football Council October 2008 - December 2011
Illinois Wesleyan University August 2008 - December 2011
COUNTRY ® Financial May 2011 - August 2011
Illinois Wesleyan University January 2011 - April 2011
Northwestern Mutual Financial Network, Hoopis Financial Group May 2010 - August 2010
Sigma Chi Fraternity August 2009 - August 2010
Skills
Customer Service, PowerPoint, Event Planning, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Analysis, Insurance, Accounting, Social Media, Public Speaking
Education
Illinois Wesleyan University 2008 — 2011
Bachelor of Arts, Business Administration
Northern Trust August 2012 - Present
Woodfield Fund Administration, LLC December 2011 - August 2012
Illinois Wesleyan University, Titan Football Council October 2008 - December 2011
Illinois Wesleyan University August 2008 - December 2011
COUNTRY ® Financial May 2011 - August 2011
Illinois Wesleyan University January 2011 - April 2011
Northwestern Mutual Financial Network, Hoopis Financial Group May 2010 - August 2010
Sigma Chi Fraternity August 2009 - August 2010
Skills
Customer Service, PowerPoint, Event Planning, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Analysis, Insurance, Accounting, Social Media, Public Speaking
Education
Illinois Wesleyan University 2008 — 2011
Bachelor of Arts, Business Administration
Alex Uher's Northern Trust Experience August 2001 - July 2004
Job CRM, Database & Direct Marketing Professional with diverse industry experience
Industry Marketing and Advertising
Experience
L'Oréal April 2013 - Present
T-Mobile September 2012 - April 2013
Coach April 2010 - September 2012
Tommy Bahama February 2009 - April 2010
Tommy Bahama November 2008 - February 2009
Client Spectrum December 2007 - September 2008
Caesars Entertainment Corporation August 2006 - June 2007
Caesars Entertainment Corporation May 2006 - August 2006
The Bradford Group August 2004 - May 2006
Northern Trust August 2001 - July 2004
Skills
Unica, Affinium, Campaign Management, Database Marketing, Direct Marketing, Email Marketing, Database Segmentation, SPSS, Multi-channel Marketing, Asia, China, Consumer Goods Marketing, Microstrategy, Marketing Strategy, CRM, Marketing, Analytics, Market Analysis, Omniture, Web Analytics, Strategy, Segmentation, Product Management, Direct Mail, Loyalty Programs, PPC, Competitive Analysis, E-commerce, Management, Mobile Marketing, Customer Insight, Digital Strategy, Leadership, Integrated Marketing, Digital Marketing, Creative Direction, Interactive Marketing, Lead Generation, Loyalty Marketing, Marketing Management, SEM, Brand Management, Online Advertising, Relationship Marketing, B2B Marketing, Robust Analytics, Growing Profit$, CRM software, Product Marketing, Strategic Partnerships
Education
Indiana University - Bloomington 1997 — 2001
BS - Business, Business Economics, Intl' Business, & Russian & E. European Studies
University of Economics - Prague, CZ 1999 — 1999
Certificate, EU Enlargement, Czech Language
L'Oréal April 2013 - Present
T-Mobile September 2012 - April 2013
Coach April 2010 - September 2012
Tommy Bahama February 2009 - April 2010
Tommy Bahama November 2008 - February 2009
Client Spectrum December 2007 - September 2008
Caesars Entertainment Corporation August 2006 - June 2007
Caesars Entertainment Corporation May 2006 - August 2006
The Bradford Group August 2004 - May 2006
Northern Trust August 2001 - July 2004
Skills
Unica, Affinium, Campaign Management, Database Marketing, Direct Marketing, Email Marketing, Database Segmentation, SPSS, Multi-channel Marketing, Asia, China, Consumer Goods Marketing, Microstrategy, Marketing Strategy, CRM, Marketing, Analytics, Market Analysis, Omniture, Web Analytics, Strategy, Segmentation, Product Management, Direct Mail, Loyalty Programs, PPC, Competitive Analysis, E-commerce, Management, Mobile Marketing, Customer Insight, Digital Strategy, Leadership, Integrated Marketing, Digital Marketing, Creative Direction, Interactive Marketing, Lead Generation, Loyalty Marketing, Marketing Management, SEM, Brand Management, Online Advertising, Relationship Marketing, B2B Marketing, Robust Analytics, Growing Profit$, CRM software, Product Marketing, Strategic Partnerships
Education
Indiana University - Bloomington 1997 — 2001
BS - Business, Business Economics, Intl' Business, & Russian & E. European Studies
University of Economics - Prague, CZ 1999 — 1999
Certificate, EU Enlargement, Czech Language
Andy Georgevich's Northern Trust Experience September 2010 - Present
Job Senior Analyst at Northern Trust
Industry Banking
Experience
Northern Trust September 2010 - Present
Northern Trust November 2007 - August 2010
Skills
Securities, Investments, Portfolio Management, Trading, Financial Analysis, Financial Modeling, Fixed Income, Financial Services, Sales
Education
Indiana University Bloomington 2003 — 2007
"BS", Finance
Northern Trust September 2010 - Present
Northern Trust November 2007 - August 2010
Skills
Securities, Investments, Portfolio Management, Trading, Financial Analysis, Financial Modeling, Fixed Income, Financial Services, Sales
Education
Indiana University Bloomington 2003 — 2007
"BS", Finance
Andrew Suen's Northern Trust Experience September 2009 - January 2010
Job Vice President at Moss Adams Capital LLC
Industry Investment Banking
Experience
Moss Adams Capital LLC July 2015 - Present
Moss Adams Capital LLC July 2014 - June 2015
Mesirow Financial October 2012 - May 2014
Mesirow Financial January 2010 - September 2012
Northern Trust September 2009 - January 2010
PepsiCo March 2009 - September 2009
Brown Gibbons Lang & Company June 2008 - October 2008
Motorola Mobile Devices May 2007 - August 2007
Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis
Education
Indiana University - Kelley School of Business 2004 — 2008
Bachelor of Science (B.S.), Finance and International Business
Moss Adams Capital LLC July 2015 - Present
Moss Adams Capital LLC July 2014 - June 2015
Mesirow Financial October 2012 - May 2014
Mesirow Financial January 2010 - September 2012
Northern Trust September 2009 - January 2010
PepsiCo March 2009 - September 2009
Brown Gibbons Lang & Company June 2008 - October 2008
Motorola Mobile Devices May 2007 - August 2007
Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis
Education
Indiana University - Kelley School of Business 2004 — 2008
Bachelor of Science (B.S.), Finance and International Business
Kevin Baradziej's Northern Trust Experience 1994 - 1997
Job Portfolio Valuations Commercial Underwriter at GE Capital Real Estate
Industry Real Estate
Experience
GE Capital Real Estate October 2011 - Present
GE Capital Real Estate November 2009 - October 2011
GE Capital Real Estate 2005 - 2009
GE Capital Real Estate 2002 - 2005
Heller Financial 2001 - 2002
Heller Financial 1999 - 2001
Heller Financial 1997 - 1999
Northern Trust 1994 - 1997
Skills
Financial Analysis, Corporate Finance, Credit, Loans, Strategic Planning, Customer Service, Analysis, Budgets, Finance, Due Diligence, Real Estate, Strategic Financial..., Forecasting, Business Intelligence, Financial Modeling, Portfolio Management, Negotiation, Project Management, Valuation
Education
Indiana University - Kelley School of Business
Bachelor of Science, Accounting
Indiana University-Northwest
Master of Business Administration (MBA), Minor - Finance
GE Capital Real Estate October 2011 - Present
GE Capital Real Estate November 2009 - October 2011
GE Capital Real Estate 2005 - 2009
GE Capital Real Estate 2002 - 2005
Heller Financial 2001 - 2002
Heller Financial 1999 - 2001
Heller Financial 1997 - 1999
Northern Trust 1994 - 1997
Skills
Financial Analysis, Corporate Finance, Credit, Loans, Strategic Planning, Customer Service, Analysis, Budgets, Finance, Due Diligence, Real Estate, Strategic Financial..., Forecasting, Business Intelligence, Financial Modeling, Portfolio Management, Negotiation, Project Management, Valuation
Education
Indiana University - Kelley School of Business
Bachelor of Science, Accounting
Indiana University-Northwest
Master of Business Administration (MBA), Minor - Finance
Dan Klingel, CFA Dan Klingel, CFA's Northern Trust Experience February 2011 - August 2013
Job Investment Professional
Industry Investment Management
Experience
Aviva Investors Americas LLC August 2013 - July 2015
Northern Trust February 2011 - August 2013
Northern Trust April 2009 - February 2011
Northern Trust November 2007 - April 2009
Skills
Equities, Banking, Mutual Funds, Financial Services, Investments, Financial Analysis, Bloomberg, Investment Management, Financial Markets, Account Reconciliation, Derivatives, Securities, Fixed Income
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Analytical Finance
Illinois Wesleyan University 2003 — 2007
B.A., Business Administration
Aviva Investors Americas LLC August 2013 - July 2015
Northern Trust February 2011 - August 2013
Northern Trust April 2009 - February 2011
Northern Trust November 2007 - April 2009
Skills
Equities, Banking, Mutual Funds, Financial Services, Investments, Financial Analysis, Bloomberg, Investment Management, Financial Markets, Account Reconciliation, Derivatives, Securities, Fixed Income
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Analytical Finance
Illinois Wesleyan University 2003 — 2007
B.A., Business Administration
Nicklaus Streit, CFP® Nicklaus Streit, CFP®'s Northern Trust Experience May 2005 - March 2015
Job Senior Client Advisor at BMO Wealth Management U.S.
Industry Financial Services
Experience
BMO Wealth Management - U.S. March 2015 - Present
Northern Trust May 2005 - March 2015
Ridge Investment Advisors 2002 - 2005
Northwestern Mutual 1999 - 2002
Skills
Wealth Management, Investment Advisory, Estate Planning, Strategic Financial..., High Net Worth..., Family Education, Philanthropy, Family Office, Investments, Asset Allocation, Finance, Private Equity, Insurance, Business Development, Risk Management, Financial Advisory, Financial Services, Portfolio Management, Investment Management
Education
CFP Board of Standards 2000 — 2002
Certified Financial Planner
Illinois State University 1995 — 1999
Bachelor
Amboy High School 1991 — 1995
BMO Wealth Management - U.S. March 2015 - Present
Northern Trust May 2005 - March 2015
Ridge Investment Advisors 2002 - 2005
Northwestern Mutual 1999 - 2002
Skills
Wealth Management, Investment Advisory, Estate Planning, Strategic Financial..., High Net Worth..., Family Education, Philanthropy, Family Office, Investments, Asset Allocation, Finance, Private Equity, Insurance, Business Development, Risk Management, Financial Advisory, Financial Services, Portfolio Management, Investment Management
Education
CFP Board of Standards 2000 — 2002
Certified Financial Planner
Illinois State University 1995 — 1999
Bachelor
Amboy High School 1991 — 1995
Ron Lefman Ron Lefman's Northern Trust Experience June 2001 - April 2005
Job IT Operations Specialist at McGladrey
Industry Hospital & Health Care
Experience
McGladrey April 2015 - Present
IBM October 2009 - February 2015
Bighand Inc September 2007 - January 2008
Caterpillar Inc January 2007 - September 2007
Clinical Computer Systems July 2005 - May 2006
Northern Trust June 2001 - April 2005
Convergent Communications January 2001 - April 2001
UOP March 1999 - January 2001
TekSystems - Unilever Corporation September 1998 - March 1999
Donnelley Enterprise Solutions Incorporated November 1997 - September 1998
Skills
Servers, Disaster Recovery, Troubleshooting, Technical Support, Data Center, Operating Systems, Hardware, Integration, Security, Windows Server, System Deployment, Active Directory, Network Administration, System Administration, VMware, Networking, Computer Hardware, Firewalls, Unix, IT Service Management, Windows, Software Installation, Information Technology, VMware ESX, Microsoft Exchange, Virtualization, ITIL, Help Desk Support, Computer Security, Software Documentation, Laptops, Windows 7, IT Operations, Citrix, Project Planning, Printers, VPN, Incident Management, Lotus Notes, Project Management, DNS, Linux, BMC Remedy, SAN, DHCP, TCP/IP, Red Hat Linux, vSphere, VMware Infrastructure, Medical Devices
Education
Illinois State University
Joliet Junior College
McGladrey April 2015 - Present
IBM October 2009 - February 2015
Bighand Inc September 2007 - January 2008
Caterpillar Inc January 2007 - September 2007
Clinical Computer Systems July 2005 - May 2006
Northern Trust June 2001 - April 2005
Convergent Communications January 2001 - April 2001
UOP March 1999 - January 2001
TekSystems - Unilever Corporation September 1998 - March 1999
Donnelley Enterprise Solutions Incorporated November 1997 - September 1998
Skills
Servers, Disaster Recovery, Troubleshooting, Technical Support, Data Center, Operating Systems, Hardware, Integration, Security, Windows Server, System Deployment, Active Directory, Network Administration, System Administration, VMware, Networking, Computer Hardware, Firewalls, Unix, IT Service Management, Windows, Software Installation, Information Technology, VMware ESX, Microsoft Exchange, Virtualization, ITIL, Help Desk Support, Computer Security, Software Documentation, Laptops, Windows 7, IT Operations, Citrix, Project Planning, Printers, VPN, Incident Management, Lotus Notes, Project Management, DNS, Linux, BMC Remedy, SAN, DHCP, TCP/IP, Red Hat Linux, vSphere, VMware Infrastructure, Medical Devices
Education
Illinois State University
Joliet Junior College
Jon Szostak Jon Szostak's Northern Trust Experience April 2005 - Present
Job Senior Corporate Attorney/Sr. V.P. at Northern Trust
Industry Financial Services
Experience
Northern Trust April 2005 - Present
Johnson & Bell, Ltd. March 1999 - March 2005
Skills
Investments, Asset Management, Securities, Litigation, Due Diligence, Corporate Governance, Risk Management, Contract Negotiation, Commercial Litigation, Strategic Planning
Education
Chicago-Kent College of Law 1996 — 1999
J.D., Law
Illinois State University 1988 — 1992
B.S. Finance w/Honors, Finance
Northern Trust April 2005 - Present
Johnson & Bell, Ltd. March 1999 - March 2005
Skills
Investments, Asset Management, Securities, Litigation, Due Diligence, Corporate Governance, Risk Management, Contract Negotiation, Commercial Litigation, Strategic Planning
Education
Chicago-Kent College of Law 1996 — 1999
J.D., Law
Illinois State University 1988 — 1992
B.S. Finance w/Honors, Finance
Christina (Jakuc) O'Dell's Northern Trust Experience September 1993 - September 2000
Job
Industry Design
Experience
closerlook, inc. September 2000 - April 2001
Northern Trust September 1993 - September 2000
Citi September 1990 - September 1993
Education
Indiana University Bloomington 1986 — 1990
Bachelor of Science (BS), Economics
closerlook, inc. September 2000 - April 2001
Northern Trust September 1993 - September 2000
Citi September 1990 - September 1993
Education
Indiana University Bloomington 1986 — 1990
Bachelor of Science (BS), Economics
Jack Murakami Jack Murakami's Northern Trust Experience September 2013 - Present
Job Senior Product Manager at Northern Trust
Industry Capital Markets
Experience
Northern Trust September 2013 - Present
Northern Trust June 2009 - September 2013
Bank of America May 2008 - June 2009
Breakwater Trading February 2005 - October 2007
Skills
Fixed Income, Derivatives, Portfolio Management, Bloomberg, Equities, Capital Markets, Trading, Hedge Funds, Options, Electronic Trading, Trading Systems, Securities, Financial Markets, Equity Derivatives, Bonds
Education
Indiana University - Kelley School of Business 2013 — 2016
Masters of Science, Accounting
Santa Clara University 1995 — 1999
BSC
Bishop O'Dowd High School
Northern Trust September 2013 - Present
Northern Trust June 2009 - September 2013
Bank of America May 2008 - June 2009
Breakwater Trading February 2005 - October 2007
Skills
Fixed Income, Derivatives, Portfolio Management, Bloomberg, Equities, Capital Markets, Trading, Hedge Funds, Options, Electronic Trading, Trading Systems, Securities, Financial Markets, Equity Derivatives, Bonds
Education
Indiana University - Kelley School of Business 2013 — 2016
Masters of Science, Accounting
Santa Clara University 1995 — 1999
BSC
Bishop O'Dowd High School
James Nanavati's Northern Trust Experience March 2013 - Present
Job Analyst, Pension Fund Accounting at Northern Trust
Industry Higher Education
Experience
Northern Trust March 2013 - Present
DeVry University March 2011 - February 2013
Guaranteed Rate July 2010 - February 2011
Sky City Apartments May 2008 - July 2010
Skills
Microsoft Office, Customer Service, Project Management, Forecasting, Financial Modeling, Mortgage Lending, Resource Allocation, Financial Statements, Bookkeeping, Consultative Sales..., Training, Salesforce.com, Strategic Planning, Research, Microsoft Excel, Microsoft Word, PowerPoint, Market Analysis, Accounting
Education
Indiana University Bloomington 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Northern Trust March 2013 - Present
DeVry University March 2011 - February 2013
Guaranteed Rate July 2010 - February 2011
Sky City Apartments May 2008 - July 2010
Skills
Microsoft Office, Customer Service, Project Management, Forecasting, Financial Modeling, Mortgage Lending, Resource Allocation, Financial Statements, Bookkeeping, Consultative Sales..., Training, Salesforce.com, Strategic Planning, Research, Microsoft Excel, Microsoft Word, PowerPoint, Market Analysis, Accounting
Education
Indiana University Bloomington 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Mark Thein-Wai's Northern Trust Experience April 2012 - October 2012
Job Sr. Consultant at Northern Trust Hedge Fund Services
Industry Financial Services
Experience
Northern Trust Hedge Fund Services October 2012 - Present
Northern Trust April 2012 - October 2012
Northern Trust April 2009 - April 2012
Northern Trust June 2007 - April 2009
Northern Trust April 2006 - June 2007
Skills
Proficient in Word,..., Mutual Funds, Process Improvement, Derivatives, Equities
Education
Indiana University - Kelley School of Business 2001 — 2005
B.S., Finance/Operations
Northern Trust Hedge Fund Services October 2012 - Present
Northern Trust April 2012 - October 2012
Northern Trust April 2009 - April 2012
Northern Trust June 2007 - April 2009
Northern Trust April 2006 - June 2007
Skills
Proficient in Word,..., Mutual Funds, Process Improvement, Derivatives, Equities
Education
Indiana University - Kelley School of Business 2001 — 2005
B.S., Finance/Operations
Michael Wiencek Michael Wiencek's Northern Trust Experience May 2013 - June 2014
Job Internal Ops Budget/Finance Analyst at Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas
Industry Financial Services
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas June 2014 - Present
Northern Trust May 2013 - June 2014
Northern Trust January 2011 - April 2013
Fifth Third Bank September 2010 - December 2010
Wells Fargo Financial April 2010 - August 2010
Skills
Portfolio Management, Banking, Financial Analysis, Credit Analysis, Risk Management, PowerPoint, Finance, Customer Service
Education
Olivet Nazarene University 2007 — 2010
Bachelors of Science, Finance
Indiana University - Kelley School of Business 2006 — 2007
Management
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas June 2014 - Present
Northern Trust May 2013 - June 2014
Northern Trust January 2011 - April 2013
Fifth Third Bank September 2010 - December 2010
Wells Fargo Financial April 2010 - August 2010
Skills
Portfolio Management, Banking, Financial Analysis, Credit Analysis, Risk Management, PowerPoint, Finance, Customer Service
Education
Olivet Nazarene University 2007 — 2010
Bachelors of Science, Finance
Indiana University - Kelley School of Business 2006 — 2007
Management
Matt Rosenberg Matt Rosenberg's Northern Trust Experience February 2006 - June 2006
Job Assistant Vice President, Entertainment Finance at Union Bank
Industry Entertainment
Experience
Union Bank July 2013 - Present
OneWest Bank January 2013 - April 2013
Paramount Pictures September 2012 - December 2012
Paramount Pictures June 2012 - September 2012
Twentieth Century Fox International April 2012 - June 2012
TheMovieBanter.com January 2009 - December 2011
Ernst & Young September 2007 - June 2011
Northern Trust February 2006 - June 2006
Madison Square Garden June 2005 - August 2005
Skills
Due Diligence, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Strategic Planning, Business Development, Media, Digital Media, Entrepreneurship, Film Finance, Entertainment, Digital Distribution, Market Research, Online Journalism, Cross-functional Team..., Team Leadership, market strategy, media journalism, Distribution Strategies, International Sales, Financial Accounting, Marketing Strategy, Strategy
Education
UCLA Anderson School of Management 2011 — 2013
MBA, Finance, Entertainment Management
Washington University in St. Louis - Olin Business School 2003 — 2007
BSBA, Accounting, Finance
Imperial College London 2006 — 2006
International Business
Union Bank July 2013 - Present
OneWest Bank January 2013 - April 2013
Paramount Pictures September 2012 - December 2012
Paramount Pictures June 2012 - September 2012
Twentieth Century Fox International April 2012 - June 2012
TheMovieBanter.com January 2009 - December 2011
Ernst & Young September 2007 - June 2011
Northern Trust February 2006 - June 2006
Madison Square Garden June 2005 - August 2005
Skills
Due Diligence, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Strategic Planning, Business Development, Media, Digital Media, Entrepreneurship, Film Finance, Entertainment, Digital Distribution, Market Research, Online Journalism, Cross-functional Team..., Team Leadership, market strategy, media journalism, Distribution Strategies, International Sales, Financial Accounting, Marketing Strategy, Strategy
Education
UCLA Anderson School of Management 2011 — 2013
MBA, Finance, Entertainment Management
Washington University in St. Louis - Olin Business School 2003 — 2007
BSBA, Accounting, Finance
Imperial College London 2006 — 2006
International Business
Tom Purl's Northern Trust Experience September 2008 - December 2011
Job FileNet P8 Administrator at KeyBank
Industry Financial Services
Experience
KeyBank December 2011 - Present
Northern Trust September 2008 - December 2011
JPMorganChase February 2005 - September 2008
State Farm Insurance February 2000 - February 2005
Hewitt & Associates August 1999 - February 2000
Skills
FileNet, Java Enterprise Edition, Unix, SOA, Web Services, Enterprise Content..., Testing, AIX, Enterprise Architecture, Solaris, Enterprise Software, Oracle, Java
Education
Illinois Wesleyan University 1995 — 1999
B.A., International Business
KeyBank December 2011 - Present
Northern Trust September 2008 - December 2011
JPMorganChase February 2005 - September 2008
State Farm Insurance February 2000 - February 2005
Hewitt & Associates August 1999 - February 2000
Skills
FileNet, Java Enterprise Edition, Unix, SOA, Web Services, Enterprise Content..., Testing, AIX, Enterprise Architecture, Solaris, Enterprise Software, Oracle, Java
Education
Illinois Wesleyan University 1995 — 1999
B.A., International Business
Michele Buhle Michele Buhle's Northern Trust Experience September 1993 - July 1995
Job Consultant, IT Transition Lead, Corporate Solutions at JLL
Industry Information Technology and Services
Experience
JLL August 2014 - Present
Sears Holdings Corporation March 2011 - August 2014
Interactive Data November 2013 - February 2014
Sears Holdings Corporation 2010 - August 2011
Siemens Business Services (formerly Entex) 2000 - 2001
ENTEX (Siemens Business Services) March 1998 - February 2000
ENTEX/Siemens 1995 - 2000
Northern Trust September 1993 - July 1995
Mitchell International May 1992 - September 1993
IBM July 1991 - May 1992
Skills
Process Improvement, SDLC, IT Operations, Vendor Management, Business Development, Management, Troubleshooting, IT Management, ITIL, Disaster Recovery, Technical Support, Project Management, Unix, Cloud Computing, Team Leadership, Business Analysis
Education
Illinois State University 1987 — 1991
BS, Biology, Chemistry
JLL August 2014 - Present
Sears Holdings Corporation March 2011 - August 2014
Interactive Data November 2013 - February 2014
Sears Holdings Corporation 2010 - August 2011
Siemens Business Services (formerly Entex) 2000 - 2001
ENTEX (Siemens Business Services) March 1998 - February 2000
ENTEX/Siemens 1995 - 2000
Northern Trust September 1993 - July 1995
Mitchell International May 1992 - September 1993
IBM July 1991 - May 1992
Skills
Process Improvement, SDLC, IT Operations, Vendor Management, Business Development, Management, Troubleshooting, IT Management, ITIL, Disaster Recovery, Technical Support, Project Management, Unix, Cloud Computing, Team Leadership, Business Analysis
Education
Illinois State University 1987 — 1991
BS, Biology, Chemistry
Brian Landy, CFA's Northern Trust Experience July 2008 - March 2011
Job Product Specialist & Head of Business Development for Voyant Advisors
Industry Financial Services
Experience
PCS Research Services March 2011 - Present
Northern Trust July 2008 - March 2011
Sidoti & Company, LLC May 2006 - June 2008
Skills
Business Development, Equities, Investments, Financial Modeling, Financial Analysis, Portfolio Management, Valuation, Fixed Income, Finance, Asset Management
Education
Indiana University - Kelley School of Business 2002 — 2006
Bachelor of Science (BS), Finance
PCS Research Services March 2011 - Present
Northern Trust July 2008 - March 2011
Sidoti & Company, LLC May 2006 - June 2008
Skills
Business Development, Equities, Investments, Financial Modeling, Financial Analysis, Portfolio Management, Valuation, Fixed Income, Finance, Asset Management
Education
Indiana University - Kelley School of Business 2002 — 2006
Bachelor of Science (BS), Finance
Jim Haney's Northern Trust Experience September 2010 - May 2011
Job Director of Finance at Eli Lilly and Company
Industry Pharmaceuticals
Experience
Eli Lilly and Company June 2014 - Present
Eli Lilly and Company June 2013 - May 2014
Eli Lilly and Company February 2013 - June 2013
Eli Lilly and Company September 2011 - February 2013
Northern Trust September 2010 - May 2011
Motorola Mobile Devices 2009 - 2010
Motorola 2008 - 2009
Motorola Inc 2007 - 2008
Motorola Mobile Devices 2005 - 2007
Skills
Financial Forecasting, Market Share Analysis, Management Presentations, Board Presentations, Budget Monitoring, Financial Tracking, Financial Analysis, Hyperion Enterprise, Forecasting, Mergers & Acquisitions, Analysis, Finance, Auditing, Financial Reporting, Budgets
Education
Indiana University - Kelley School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
Purdue University 1999 — 2004
Bachelor of Science, Management, Finance
Eli Lilly and Company June 2014 - Present
Eli Lilly and Company June 2013 - May 2014
Eli Lilly and Company February 2013 - June 2013
Eli Lilly and Company September 2011 - February 2013
Northern Trust September 2010 - May 2011
Motorola Mobile Devices 2009 - 2010
Motorola 2008 - 2009
Motorola Inc 2007 - 2008
Motorola Mobile Devices 2005 - 2007
Skills
Financial Forecasting, Market Share Analysis, Management Presentations, Board Presentations, Budget Monitoring, Financial Tracking, Financial Analysis, Hyperion Enterprise, Forecasting, Mergers & Acquisitions, Analysis, Finance, Auditing, Financial Reporting, Budgets
Education
Indiana University - Kelley School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
Purdue University 1999 — 2004
Bachelor of Science, Management, Finance
David Levenhagen, CFA's Northern Trust Experience June 2002 - August 2002
Job Equity Research Analyst at USAA
Industry Financial Services
Experience
USAA December 2013 - Present
Blackthorn Investment Group June 2013 - November 2013
Kornitzer Capital Management March 2005 - April 2013
Strong Capital Management July 2003 - December 2004
Northern Trust June 2002 - August 2002
Deutsche Asset Management July 1996 - July 2001
Skills
Portfolio Management, Investments, Equity Research, Financial Modeling, Valuation, Equities, Asset Management, Financial Analysis, Risk Management, Equity Valuation, Finance, Financial Risk, Strategy, Asset Allocation, Investment Strategies
Education
Indiana University - Kelley School of Business 2001 — 2003
MBA, Finance
Kettering University 1993 — 1998
BS, Business Management
USAA December 2013 - Present
Blackthorn Investment Group June 2013 - November 2013
Kornitzer Capital Management March 2005 - April 2013
Strong Capital Management July 2003 - December 2004
Northern Trust June 2002 - August 2002
Deutsche Asset Management July 1996 - July 2001
Skills
Portfolio Management, Investments, Equity Research, Financial Modeling, Valuation, Equities, Asset Management, Financial Analysis, Risk Management, Equity Valuation, Finance, Financial Risk, Strategy, Asset Allocation, Investment Strategies
Education
Indiana University - Kelley School of Business 2001 — 2003
MBA, Finance
Kettering University 1993 — 1998
BS, Business Management
Luzanne Davis's Northern Trust Experience 2005 - 2006
Job Marketing Professional
Industry Marketing and Advertising
Experience
ComPsych July 2007 - March 2009
Northern Trust 2005 - 2006
Ernst & Young 1986 - 2004
Arthur Andersen 1984 - 1986
Skills
Business Development, Leadership, Marketing Strategy, Forecasting, Marketing, Marketing Communications, Management, Strategic Planning, Strategy
Education
Illinois State University 1978 — 1982
ComPsych July 2007 - March 2009
Northern Trust 2005 - 2006
Ernst & Young 1986 - 2004
Arthur Andersen 1984 - 1986
Skills
Business Development, Leadership, Marketing Strategy, Forecasting, Marketing, Marketing Communications, Management, Strategic Planning, Strategy
Education
Illinois State University 1978 — 1982
Michael Helgeson, CFA's Northern Trust Experience April 2011 - Present
Job Senior Portfolio Manager at Northern Trust
Industry Investment Management
Experience
Northern Trust April 2011 - Present
Fiduciary Asset Management January 2008 - April 2011
Fiduciary Asset Management May 2004 - December 2007
American Century Investments January 2000 - July 2002
Skills
Portfolio Management, Investments, Equities, Strategy, Analysis, Economics, Management, Process Improvement, Team Leadership, Asset Management, Accounting, Financial Modeling, Asset Allocation, Valuation, Financial Analysis, Equity Research, Alternative Investments, Fixed Income, Due Diligence, Investment Management, Investment Strategies, Hedge Funds, Bloomberg, Private Equity, Securities, Wealth Management, Mutual Funds
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA, Investment Management, Finance, Accounting
Iowa State University 1995 — 1999
Bachelor of Science, Finance, Management of Information Systems
Northern Trust April 2011 - Present
Fiduciary Asset Management January 2008 - April 2011
Fiduciary Asset Management May 2004 - December 2007
American Century Investments January 2000 - July 2002
Skills
Portfolio Management, Investments, Equities, Strategy, Analysis, Economics, Management, Process Improvement, Team Leadership, Asset Management, Accounting, Financial Modeling, Asset Allocation, Valuation, Financial Analysis, Equity Research, Alternative Investments, Fixed Income, Due Diligence, Investment Management, Investment Strategies, Hedge Funds, Bloomberg, Private Equity, Securities, Wealth Management, Mutual Funds
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA, Investment Management, Finance, Accounting
Iowa State University 1995 — 1999
Bachelor of Science, Finance, Management of Information Systems
John Penzenik's Northern Trust Experience June 1984 - Present
Job Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust June 1984 - Present
Skills
Strategic Financial..., Financial Modeling, Corporate Finance, Series 7, Financial Analysis, Risk Management, Enterprise Risk...
Education
Illinois State University
Northern Trust June 1984 - Present
Skills
Strategic Financial..., Financial Modeling, Corporate Finance, Series 7, Financial Analysis, Risk Management, Enterprise Risk...
Education
Illinois State University
Travis Canfield's Northern Trust Experience November 2008 - February 2011
Job Accountant and IT Support
Industry Accounting
Experience
Suzuki Garphyttan February 2011 - Present
Northern Trust November 2008 - February 2011
Kem Krest Corporation August 2007 - June 2008
Skills
Account Reconciliation, Financial Reporting, Strategic Planning, Financial Analysis, Valuation, Accounting, Financial Modeling, Forecasting, Management, Customer Service, General Ledger, Corporate Finance, Auditing, Managerial Finance, Microsoft Excel, Cash Management, Internal Controls, Finance, Sales
Education
Indiana University - Kelley School of Business 2003 — 2007
BS, Finance
Suzuki Garphyttan February 2011 - Present
Northern Trust November 2008 - February 2011
Kem Krest Corporation August 2007 - June 2008
Skills
Account Reconciliation, Financial Reporting, Strategic Planning, Financial Analysis, Valuation, Accounting, Financial Modeling, Forecasting, Management, Customer Service, General Ledger, Corporate Finance, Auditing, Managerial Finance, Microsoft Excel, Cash Management, Internal Controls, Finance, Sales
Education
Indiana University - Kelley School of Business 2003 — 2007
BS, Finance
Jeanne Husain's Northern Trust Experience 1985 - 1985
Job Career Services Consultant
Industry Education Management
Experience
Independent Contractor 2004 - Present
Kellogg School of Management 2004 - 2015
Kellogg School of Management 2004 - 2015
Northwestern University 2001 - 2004
University of Chicago Booth School of Business 1998 - 2001
University of Chicago Booth School of Business 1995 - 1998
University of Chicago Booth School of Business 1993 - 1995
University of Chicago Booth School of Business 1985 - 1993
Northern Trust 1985 - 1985
Northern Trust 1981 - 1985
Skills
Career Development..., Teaching, Student Development, Relationship Management, Community Outreach, Strategic Planning, Social Media, Higher Education..., Customer Service, Research, Marketing Strategy, Curriculum Design, Curriculum Development, Microsoft Office, Public Speaking, Volunteer Management, Program Development, Microsoft Word, Event Planning, Nonprofits, English, Educational Leadership, Management, Career Development, Human Resources, Career Counseling, Higher Education
Education
Indiana University - Kelley School of Business 1977 — 1981
Bachelor of Science, Business Economics & Public Policy
Independent Contractor 2004 - Present
Kellogg School of Management 2004 - 2015
Kellogg School of Management 2004 - 2015
Northwestern University 2001 - 2004
University of Chicago Booth School of Business 1998 - 2001
University of Chicago Booth School of Business 1995 - 1998
University of Chicago Booth School of Business 1993 - 1995
University of Chicago Booth School of Business 1985 - 1993
Northern Trust 1985 - 1985
Northern Trust 1981 - 1985
Skills
Career Development..., Teaching, Student Development, Relationship Management, Community Outreach, Strategic Planning, Social Media, Higher Education..., Customer Service, Research, Marketing Strategy, Curriculum Design, Curriculum Development, Microsoft Office, Public Speaking, Volunteer Management, Program Development, Microsoft Word, Event Planning, Nonprofits, English, Educational Leadership, Management, Career Development, Human Resources, Career Counseling, Higher Education
Education
Indiana University - Kelley School of Business 1977 — 1981
Bachelor of Science, Business Economics & Public Policy
Marcia Scheidt Hernandez's Northern Trust Experience June 2008 - Present
Job C&IS Product Development at Northern Trust
Industry Banking
Experience
Northern Trust June 2008 - Present
Northern Trust Company February 2006 - May 2008
Northern Trust Company April 2005 - January 2006
Northern Trust Company April 2002 - March 2005
Northern Trust Company March 2000 - March 2002
Northern Trust Company June 1998 - May 2000
Skills
Product Management, Project Management, Product Development, Accounting, SDLC, Business Requirements, Business Analysis, Training
Education
Indiana University Bloomington 1994 — 1998
Northern Trust June 2008 - Present
Northern Trust Company February 2006 - May 2008
Northern Trust Company April 2005 - January 2006
Northern Trust Company April 2002 - March 2005
Northern Trust Company March 2000 - March 2002
Northern Trust Company June 1998 - May 2000
Skills
Product Management, Project Management, Product Development, Accounting, SDLC, Business Requirements, Business Analysis, Training
Education
Indiana University Bloomington 1994 — 1998
Margaret Doyle's Northern Trust Experience September 2011 - Present
Job Section Manager ETD Derivatives at Northern Trust
Industry Financial Services
Experience
Northern Trust September 2011 - Present
Northern Trust October 2010 - September 2011
Northern Trust February 2009 - October 2010
A.G. Edwards 1998 - 2008
A.G. Edwards & Sons, Inc. 1991 - 1998
A.G. Edwards & Sons, Inc. 1987 - 1991
Skills
Employee Benefits
Education
Illinois State University
B.S., Finance
Northern Trust September 2011 - Present
Northern Trust October 2010 - September 2011
Northern Trust February 2009 - October 2010
A.G. Edwards 1998 - 2008
A.G. Edwards & Sons, Inc. 1991 - 1998
A.G. Edwards & Sons, Inc. 1987 - 1991
Skills
Employee Benefits
Education
Illinois State University
B.S., Finance
Ramakrishna Bommisetty's Northern Trust Experience October 2012 - May 2013
Job Manager / Architect at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions September 2004 - Present
Northern Trust October 2012 - May 2013
Health Net August 2011 - September 2012
Aetna December 2010 - July 2011
Pfizer December 2009 - November 2010
Capital Group February 2009 - November 2009
Ingersoll Rand March 2008 - December 2008
Food Lion December 2007 - February 2008
Kimberly-Clark December 2006 - November 2007
CUNA Mutual Group August 2006 - December 2006
Skills
SDLC, SOA, Requirements Analysis, Software Project..., Solution Architecture, Data Warehousing, Enterprise Architecture, Pre-sales, Java Enterprise Edition, Business Intelligence, IT Strategy, Web Services, Agile Methodologies, Oracle, DB2, Java, SQL, Business Analysis, Program Management, Global Delivery, Project Life Cycle..., Business & Process..., Project Scope Design &..., Risk, Issue & Change..., Budget & Resource..., Systems Development..., Client, Team & Partner..., Onshore / Offshore..., Budget & Scope Creep..., Offshore / Onsite..., Conflict Management
Education
Indian Institute of Technology, Madras 1992 — 1994
Master of Technology (M.Tech.), Precision Engineering and Instrumentation
Kakatiya University 1988 — 1991
B.Tech, Mechanical Engineering
Cognizant Technology Solutions September 2004 - Present
Northern Trust October 2012 - May 2013
Health Net August 2011 - September 2012
Aetna December 2010 - July 2011
Pfizer December 2009 - November 2010
Capital Group February 2009 - November 2009
Ingersoll Rand March 2008 - December 2008
Food Lion December 2007 - February 2008
Kimberly-Clark December 2006 - November 2007
CUNA Mutual Group August 2006 - December 2006
Skills
SDLC, SOA, Requirements Analysis, Software Project..., Solution Architecture, Data Warehousing, Enterprise Architecture, Pre-sales, Java Enterprise Edition, Business Intelligence, IT Strategy, Web Services, Agile Methodologies, Oracle, DB2, Java, SQL, Business Analysis, Program Management, Global Delivery, Project Life Cycle..., Business & Process..., Project Scope Design &..., Risk, Issue & Change..., Budget & Resource..., Systems Development..., Client, Team & Partner..., Onshore / Offshore..., Budget & Scope Creep..., Offshore / Onsite..., Conflict Management
Education
Indian Institute of Technology, Madras 1992 — 1994
Master of Technology (M.Tech.), Precision Engineering and Instrumentation
Kakatiya University 1988 — 1991
B.Tech, Mechanical Engineering
Louis Tsay's Northern Trust Experience March 2000 - April 2007
Job Associate at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase October 2008 - Present
Acquity Group July 2007 - October 2008
Northern Trust March 2000 - April 2007
Education
Illinois State University 1998 — 2000
BS, Computer Science
JPMorgan Chase October 2008 - Present
Acquity Group July 2007 - October 2008
Northern Trust March 2000 - April 2007
Education
Illinois State University 1998 — 2000
BS, Computer Science
Jack O'Connor's Northern Trust Experience 1984 - 1986
Job Investment Analyst
Industry Investment Management
Experience
AI International Corporation January 1996 - Present
Financial Relations Board 1994 - 1996
Boulevard Bank 1986 - 1994
Northern Trust 1984 - 1986
Skills
Hedge Funds, Investments, Risk Management, Private Equity, Asset Allocation, Family Office, Asset Management, Equities, Investment Management
Education
The University of Chicago - Booth School of Business 1993 — 1995
Master of Business Administration (MBA)
Indiana University Bloomington 1980 — 1984
BS, Finance
Marist High School 1976 — 1980
AI International Corporation January 1996 - Present
Financial Relations Board 1994 - 1996
Boulevard Bank 1986 - 1994
Northern Trust 1984 - 1986
Skills
Hedge Funds, Investments, Risk Management, Private Equity, Asset Allocation, Family Office, Asset Management, Equities, Investment Management
Education
The University of Chicago - Booth School of Business 1993 — 1995
Master of Business Administration (MBA)
Indiana University Bloomington 1980 — 1984
BS, Finance
Marist High School 1976 — 1980
Cathy Tomczak's Northern Trust Experience 1986 - 1996
Job Director, Product Management at inContact
Industry Telecommunications
Experience
inContact October 2013 - Present
Siemens Enterprise Communications 1996 - October 2013
Northern Trust 1986 - 1996
Skills
Product Management, Unified Communications, VoIP, Managed Services, Telecommunications, Call Centers, Contact Centers, SIP, IP, Telephony, IVR, Go-to-market Strategy, Wireless
Education
Indiana University Bloomington
inContact October 2013 - Present
Siemens Enterprise Communications 1996 - October 2013
Northern Trust 1986 - 1996
Skills
Product Management, Unified Communications, VoIP, Managed Services, Telecommunications, Call Centers, Contact Centers, SIP, IP, Telephony, IVR, Go-to-market Strategy, Wireless
Education
Indiana University Bloomington
Narayan Rane's Northern Trust Experience January 2006 - June 2011
Job Associate Director at Cognizant Technology Solutions
Industry Financial Services
Experience
Cognizant Technology Solutions January 2006 - Present
Northern Trust January 2006 - June 2011
Patni Computer Systems 2001 - 2006
Rampion Eyetech Pvt Ltd. 1997 - 1999
Skills
SDLC, Global Delivery, Sybase, Requirements Gathering, Requirements Analysis, Weblogic, Software Project..., JMS, Sun Certified Java..., Solution Architecture, PMP, DB2, Data Modeling, VSS, Struts
Education
Indian Institute of Technology, Delhi 2000 — 2001
M. Tech, Instrument Technology
Bhilai Institute of Technolgy 1993 — 1997
B.E, Electrical Engineering
Cognizant Technology Solutions January 2006 - Present
Northern Trust January 2006 - June 2011
Patni Computer Systems 2001 - 2006
Rampion Eyetech Pvt Ltd. 1997 - 1999
Skills
SDLC, Global Delivery, Sybase, Requirements Gathering, Requirements Analysis, Weblogic, Software Project..., JMS, Sun Certified Java..., Solution Architecture, PMP, DB2, Data Modeling, VSS, Struts
Education
Indian Institute of Technology, Delhi 2000 — 2001
M. Tech, Instrument Technology
Bhilai Institute of Technolgy 1993 — 1997
B.E, Electrical Engineering
Kelli Mohr's Northern Trust Experience July 2000 - Present
Job Technical Coordinator, Northern Trust Company
Industry Banking
Experience
Northern Trust July 2000 - Present
Sheraton Chicago Hotel & Towers June 1997 - July 2000
Skills
Customer Service, Process Improvement, Business Analysis, Microsoft Office, Project Management, PowerPoint, Change Management, Banking, Marketing, Coaching
Education
Illinois State University 1992 — 1996
Northern Trust July 2000 - Present
Sheraton Chicago Hotel & Towers June 1997 - July 2000
Skills
Customer Service, Process Improvement, Business Analysis, Microsoft Office, Project Management, PowerPoint, Change Management, Banking, Marketing, Coaching
Education
Illinois State University 1992 — 1996
Himanshu Jain PMP, CRISC's Northern Trust Experience January 2009 - May 2009
Job Program Manager, ePA Program at Allscripts
Industry Information Technology and Services
Experience
Allscripts February 2013 - Present
Abbott 2013 - 2013
Abbott 2013 - 2013
Tate & Lyle July 2012 - December 2012
Miller Brewing Company September 2011 - June 2012
Pacific Gas & Electric May 2010 - July 2011
Northern Trust January 2009 - May 2009
PG&E July 2006 - October 2008
Next Wave Logistics February 2006 - July 2006
Walgreens October 2001 - February 2006
Skills
Business Intelligence, SAP, DB2, Data Modeling, PL/SQL, Oracle 9i, Data Warehousing, Architecture, Security, Business Analysis, SDLC, Project Management, MS Project, Program Management, Vendor Management, PMO, Software Project..., Oracle, Business Process, Business Process...
Education
NMIMS, University of Mumbai 1985 — 1988
M.B.A., Marketing
University of Mumbai 1984 — 1985
Masters, Computer & Systems Management
Indian Institute of Technology, Roorkee 1979 — 1983
B.S., Chemical Engineering
Allscripts February 2013 - Present
Abbott 2013 - 2013
Abbott 2013 - 2013
Tate & Lyle July 2012 - December 2012
Miller Brewing Company September 2011 - June 2012
Pacific Gas & Electric May 2010 - July 2011
Northern Trust January 2009 - May 2009
PG&E July 2006 - October 2008
Next Wave Logistics February 2006 - July 2006
Walgreens October 2001 - February 2006
Skills
Business Intelligence, SAP, DB2, Data Modeling, PL/SQL, Oracle 9i, Data Warehousing, Architecture, Security, Business Analysis, SDLC, Project Management, MS Project, Program Management, Vendor Management, PMO, Software Project..., Oracle, Business Process, Business Process...
Education
NMIMS, University of Mumbai 1985 — 1988
M.B.A., Marketing
University of Mumbai 1984 — 1985
Masters, Computer & Systems Management
Indian Institute of Technology, Roorkee 1979 — 1983
B.S., Chemical Engineering
Ashley Lavin's Northern Trust Experience August 2005 - Present
Job Vice President, Private Banking at Northern Trust
Industry Financial Services
Experience
Northern Trust August 2005 - Present
Lavin Law Offices May 2002 - July 2005
Skills
Loans, Commercial Banking, Wealth Management, Trusts
Education
University of Illinois College of Law 1999 — 2002
J.D., Law
Indiana University - Kelley School of Business 1994 — 1998
B.S., Finance
Burris Laboratory School 1990 — 1994
Northern Trust August 2005 - Present
Lavin Law Offices May 2002 - July 2005
Skills
Loans, Commercial Banking, Wealth Management, Trusts
Education
University of Illinois College of Law 1999 — 2002
J.D., Law
Indiana University - Kelley School of Business 1994 — 1998
B.S., Finance
Burris Laboratory School 1990 — 1994
Nick Tessari's Northern Trust Experience October 2013 - Present
Job Senior AnalystHedge Fund Services at Northern Trust
Industry Financial Services
Experience
Northern Trust October 2013 - Present
tradeMONSTER August 2008 - October 2013
Etrade Financial February 2006 - August 2008
Terra Nova Financial 2004 - 2006
TD Waterhouse 1999 - 2000
Skills
Options, Equities, Corporate Actions, Securities, Trading, Risk Management, Retail, Series 7, Trading Systems, Risk, Series 63, Electronic Trading
Education
Illinois State University 1995 — 1999
Public Relations
Northern Trust October 2013 - Present
tradeMONSTER August 2008 - October 2013
Etrade Financial February 2006 - August 2008
Terra Nova Financial 2004 - 2006
TD Waterhouse 1999 - 2000
Skills
Options, Equities, Corporate Actions, Securities, Trading, Risk Management, Retail, Series 7, Trading Systems, Risk, Series 63, Electronic Trading
Education
Illinois State University 1995 — 1999
Public Relations
Larry Babyar's Northern Trust Experience April 2004 - November 2005
Job Operations Manager at Harris Associates
Industry Investment Management
Experience
Harris Associates November 2007 - Present
Harris Associates November 2005 - November 2007
Northern Trust April 2004 - November 2005
LaSalle Bank February 2002 - April 2004
LaSalle Bank March 2000 - April 2004
PPM America 1997 - 2000
EVEREN Securities 1994 - 1997
Education
Illinois State University 1984 — 1988
BS, Finance
Harris Associates November 2007 - Present
Harris Associates November 2005 - November 2007
Northern Trust April 2004 - November 2005
LaSalle Bank February 2002 - April 2004
LaSalle Bank March 2000 - April 2004
PPM America 1997 - 2000
EVEREN Securities 1994 - 1997
Education
Illinois State University 1984 — 1988
BS, Finance
Robert Allendorf's Northern Trust Experience August 2011 - Present
Job Senior Private Banking Relationship Manager
Industry Banking
Experience
Northern Trust August 2011 - Present
Wells Fargo Private Bank August 2009 - August 2011
Wachovia Wealth Management December 2007 - August 2009
US Trust, Bank of America Private Wealth Management 2004 - 2007
Gap Inc. 2003 - 2003
Duff & Phelps 2001 - 2003
Banc of America Securities 1997 - 2001
Ernst & Young 1991 - 1995
Skills
Series 7, Wealth Management, Credit, Asset Allocation, Banking, Loans, Private Banking, Series 63, Investment Advisory, Financial Analysis, Commercial Lending, Finance
Education
Indiana University - Kelley School of Business 1995 — 1997
MBA, Finance
University of Saint Thomas 1987 — 1991
BA, Finance
Hopkins High School
Bachelor of Arts, Finance
Northern Trust August 2011 - Present
Wells Fargo Private Bank August 2009 - August 2011
Wachovia Wealth Management December 2007 - August 2009
US Trust, Bank of America Private Wealth Management 2004 - 2007
Gap Inc. 2003 - 2003
Duff & Phelps 2001 - 2003
Banc of America Securities 1997 - 2001
Ernst & Young 1991 - 1995
Skills
Series 7, Wealth Management, Credit, Asset Allocation, Banking, Loans, Private Banking, Series 63, Investment Advisory, Financial Analysis, Commercial Lending, Finance
Education
Indiana University - Kelley School of Business 1995 — 1997
MBA, Finance
University of Saint Thomas 1987 — 1991
BA, Finance
Hopkins High School
Bachelor of Arts, Finance
Laura Lawson, CFA's Northern Trust Experience 2000 - 2007
Job Senior Client Portfolio Manager Oppenheimer Funds
Industry Financial Services
Experience
OppenheimerFunds September 2013 - Present
Brandywine Global April 2012 - September 2013
UBS Global Asset Management April 2007 - April 2012
Northern Trust 2000 - 2007
Skills
Risk Management, Asset Management, Investments, Asset Allocation, Hedge Funds, Equities, Alternative Investments, Portfolio Management, Fixed Income, Asset Managment, Investment Strategies, Institutional..., Marketing Strategy, Investor Relations
Education
Indiana University - Kelley School of Business 1995 — 2000
BA
Indiana University Bloomington 1995 — 1999
OppenheimerFunds September 2013 - Present
Brandywine Global April 2012 - September 2013
UBS Global Asset Management April 2007 - April 2012
Northern Trust 2000 - 2007
Skills
Risk Management, Asset Management, Investments, Asset Allocation, Hedge Funds, Equities, Alternative Investments, Portfolio Management, Fixed Income, Asset Managment, Investment Strategies, Institutional..., Marketing Strategy, Investor Relations
Education
Indiana University - Kelley School of Business 1995 — 2000
BA
Indiana University Bloomington 1995 — 1999
Brian Wysocki's Northern Trust Experience August 2011 - Present
Job Business Relationship Analyst at Legal & General Investment Management America
Industry Banking
Experience
Legal & General Investment Management America June 2015 - Present
Northern Trust Corporation December 2013 - Present
Northern Trust August 2011 - Present
Northern Trust October 2007 - September 2011
Skills
Financial Analysis, Investments, Equities, Bloomberg Terminal, Hedge Funds, Financial Modeling, Bloomberg, Microsoft Excel, Asset Allocation, Mutual Funds, Portfolio Management, Financial Reporting, Strategic Financial..., Process Improvement, Asset Management, Capital Markets, Banking, Financial Services, Account Management, Management, Securities, Finance, Account Reconciliation, Valuation, Corporate Finance, Accounting, Business Analysis, Fund Accounting, Alternative Investments, Due Diligence, Internal Audit, Fixed Income, Derivatives, Risk Management, Private Equity, Data Analysis, Forecasting, Financial Risk
Education
Indiana University - Kelley School of Business 2003 — 2007
Finance
Legal & General Investment Management America June 2015 - Present
Northern Trust Corporation December 2013 - Present
Northern Trust August 2011 - Present
Northern Trust October 2007 - September 2011
Skills
Financial Analysis, Investments, Equities, Bloomberg Terminal, Hedge Funds, Financial Modeling, Bloomberg, Microsoft Excel, Asset Allocation, Mutual Funds, Portfolio Management, Financial Reporting, Strategic Financial..., Process Improvement, Asset Management, Capital Markets, Banking, Financial Services, Account Management, Management, Securities, Finance, Account Reconciliation, Valuation, Corporate Finance, Accounting, Business Analysis, Fund Accounting, Alternative Investments, Due Diligence, Internal Audit, Fixed Income, Derivatives, Risk Management, Private Equity, Data Analysis, Forecasting, Financial Risk
Education
Indiana University - Kelley School of Business 2003 — 2007
Finance
Jeffrey Mussatt, CFP's Northern Trust Experience January 1992 - July 2004
Job Financial Strategist at JoycePayne Partners
Industry Financial Services
Experience
JoycePayne Partners October 2008 - Present
Wachovia Wealth Mangement November 2005 - August 2008
PNC Advisors August 2004 - June 2005
Northern Trust January 1992 - July 2004
Skills
Strategic Financial..., Investments, Investment Management, Retirement, Financial Planners, Finance, Mutual Funds, Wealth, Portfolio Management, Asset Allocation, Investment Advisory, Estate Planning, Financial Planning, Risk Management, Financial Services, Wealth Management, Retirement Planning, Uniform Combined State..., Private Equity, Equities, 401k, Banking, High Net Worth..., Loans, Alternative Investments, Series 63, Wealth Management..., Fixed Income, IRAs, Asset Management, Investment Strategies, Financial Advisory, Hedge Funds, Securities, Investment Properties, Asset Managment, Fixed Annuities
Education
Indiana University - Kelley School of Business 1988 — 1992
BS, Accounting
College of Financial Planning
CFP, Certfied Financial Planner
JoycePayne Partners October 2008 - Present
Wachovia Wealth Mangement November 2005 - August 2008
PNC Advisors August 2004 - June 2005
Northern Trust January 1992 - July 2004
Skills
Strategic Financial..., Investments, Investment Management, Retirement, Financial Planners, Finance, Mutual Funds, Wealth, Portfolio Management, Asset Allocation, Investment Advisory, Estate Planning, Financial Planning, Risk Management, Financial Services, Wealth Management, Retirement Planning, Uniform Combined State..., Private Equity, Equities, 401k, Banking, High Net Worth..., Loans, Alternative Investments, Series 63, Wealth Management..., Fixed Income, IRAs, Asset Management, Investment Strategies, Financial Advisory, Hedge Funds, Securities, Investment Properties, Asset Managment, Fixed Annuities
Education
Indiana University - Kelley School of Business 1988 — 1992
BS, Accounting
College of Financial Planning
CFP, Certfied Financial Planner
Ian Doll's Northern Trust Experience 2006 - 2007
Job Student at University of Illinois at Chicago
Industry Accounting
Experience
Northern Trust 2006 - 2007
Education
Indiana University Bloomington 2009 — 2012
B.S Public Affairs, Public Financial Management
University of Illinois at Chicago 2007 — 2011
Northern Trust 2006 - 2007
Education
Indiana University Bloomington 2009 — 2012
B.S Public Affairs, Public Financial Management
University of Illinois at Chicago 2007 — 2011
Vanessa Laws's Northern Trust Experience 1999 - 1999
Job Senior Compliance Analyst at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial July 2015 - Present
Mesirow Financial March 2012 - July 2015
Mesirow Financial March 2011 - March 2012
Milestone Resources LLC April 2010 - March 2011
UBS Global Asset Management August 2009 - April 2010
Man Investments May 2008 - April 2009
Calamos Investments 2005 - 2008
Calamos Investments 2001 - 2005
Calamos Investments 1999 - 2001
Northern Trust 1999 - 1999
Skills
Hedge Funds, Asset Managment, Alternative Investments, Mutual Funds, Investments, Operations Management, Financial Services, Series 7, CRM, Securities, Leadership, Department...
Education
Illinois State University 1989 — 1993
Bachelors of Science, Speech Pathology
Mesirow Financial July 2015 - Present
Mesirow Financial March 2012 - July 2015
Mesirow Financial March 2011 - March 2012
Milestone Resources LLC April 2010 - March 2011
UBS Global Asset Management August 2009 - April 2010
Man Investments May 2008 - April 2009
Calamos Investments 2005 - 2008
Calamos Investments 2001 - 2005
Calamos Investments 1999 - 2001
Northern Trust 1999 - 1999
Skills
Hedge Funds, Asset Managment, Alternative Investments, Mutual Funds, Investments, Operations Management, Financial Services, Series 7, CRM, Securities, Leadership, Department...
Education
Illinois State University 1989 — 1993
Bachelors of Science, Speech Pathology
Nick Helton's Northern Trust Experience August 1997 - Present
Job Global Reference Data Manager at Northern Trust
Industry Banking
Experience
Northern Trust August 1997 - Present
Northern Trust August 1997 - Present
Skills
Fixed Income, Financial Services, Equities, Bloomberg, Reference Data, Vendor Management, Banking Operations, Operational Risk..., Data Governance, Data Quality
Education
Illinois State University 1995 — 1997
BS, Finance
Northern Trust August 1997 - Present
Northern Trust August 1997 - Present
Skills
Fixed Income, Financial Services, Equities, Bloomberg, Reference Data, Vendor Management, Banking Operations, Operational Risk..., Data Governance, Data Quality
Education
Illinois State University 1995 — 1997
BS, Finance
Joseph Carlson's Northern Trust Experience June 2010 - October 2010
Job Accounting Analyst at Terri Lynn Quality Foods
Industry Financial Services
Experience
Terri Lynn Quality Foods April 2014 - Present
Hilco Appraisal Services December 2012 - February 2014
Prince Castle April 2011 - November 2012
Northern Trust June 2010 - October 2010
Oakton Place September 2009 - June 2010
Dick's Sporting Goods August 2008 - February 2010
Skills
Options, Research, Billing, Excel, Word, Variance Analysis, Financial Analysis, Financial Variance..., Profit Margins, PowerPoint
Education
Keller Graduate School of Management of DeVry University 2008 — 2011
Master of Accounting & Financial Management, Accounting and Finance
Illinois State University 2004 — 2008
Bachelor of Science, Finance
Willowbrook High School
Terri Lynn Quality Foods April 2014 - Present
Hilco Appraisal Services December 2012 - February 2014
Prince Castle April 2011 - November 2012
Northern Trust June 2010 - October 2010
Oakton Place September 2009 - June 2010
Dick's Sporting Goods August 2008 - February 2010
Skills
Options, Research, Billing, Excel, Word, Variance Analysis, Financial Analysis, Financial Variance..., Profit Margins, PowerPoint
Education
Keller Graduate School of Management of DeVry University 2008 — 2011
Master of Accounting & Financial Management, Accounting and Finance
Illinois State University 2004 — 2008
Bachelor of Science, Finance
Willowbrook High School
Tanja Bellis's Northern Trust Experience April 2001 - November 2003
Job Banking Professional
Industry Banking
Experience
Northern Trust April 2001 - November 2003
Northern Trust November 1997 - April 2001
Northern Trust November 1996 - November 1997
Parker & Meltzer July 1996 - November 1996
Education
Illinois State University 1992 — 1996
Bachelor of Science, Accounting
Northern Trust April 2001 - November 2003
Northern Trust November 1997 - April 2001
Northern Trust November 1996 - November 1997
Parker & Meltzer July 1996 - November 1996
Education
Illinois State University 1992 — 1996
Bachelor of Science, Accounting
Tim Marzec's Northern Trust Experience March 2010 - April 2012
Job Analyst at Henderson Global Investors
Industry Financial Services
Experience
Northern Trust March 2010 - April 2012
The Park Place Economist May 2008 - May 2009
Skills
Retail, Statistics, Financial Analysis, Finance, Analysis, Market Research, Market Analysis, Teamwork, Competitive Analysis, Investments, Microsoft Office
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
Illinois Wesleyan University 2005 — 2009
Bachelors of Arts, Economics. Business
Northern Trust March 2010 - April 2012
The Park Place Economist May 2008 - May 2009
Skills
Retail, Statistics, Financial Analysis, Finance, Analysis, Market Research, Market Analysis, Teamwork, Competitive Analysis, Investments, Microsoft Office
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
Illinois Wesleyan University 2005 — 2009
Bachelors of Arts, Economics. Business
Robert Dow's Northern Trust Experience December 1987 - March 2012
Job Executive Director, Institutional Consulting at Graystone Consulting
Industry Financial Services
Experience
Graystone Consulting March 2012 - Present
Northern Trust December 1987 - March 2012
Northern Trust 2005 - 2008
Northern Trust Global Investments 1999 - 2005
Skills
Hedge Funds, Asset Management, Investments, Alternative Investments, Banking, Financial Advisory, Asset Allocation, Risk Management, Wealth Management, Management, Fixed Income, 401k, Equities, Portfolio Management, Valuation, Financial Services, Securities, Capital Markets, Asset Managment, Corporate Finance, Strategic Planning, Finance
Education
Lake Forest Graduate School of Management 1993 — 1995
MBA, Business Management
Illinois State University 1983 — 1987
BS, Finance and Economics
Graystone Consulting March 2012 - Present
Northern Trust December 1987 - March 2012
Northern Trust 2005 - 2008
Northern Trust Global Investments 1999 - 2005
Skills
Hedge Funds, Asset Management, Investments, Alternative Investments, Banking, Financial Advisory, Asset Allocation, Risk Management, Wealth Management, Management, Fixed Income, 401k, Equities, Portfolio Management, Valuation, Financial Services, Securities, Capital Markets, Asset Managment, Corporate Finance, Strategic Planning, Finance
Education
Lake Forest Graduate School of Management 1993 — 1995
MBA, Business Management
Illinois State University 1983 — 1987
BS, Finance and Economics
Laura Freedman's Northern Trust Experience November 2012 - May 2013
Job Planner at Sears Holdings Corporation
Industry Logistics and Supply Chain
Experience
Sears Holdings Corporation March 2015 - Present
Sears Holdings Corporation July 2014 - February 2015
Sears Holding Corporation May 2013 - June 2014
Northern Trust November 2012 - May 2013
ASOS.com June 2011 - August 2011
Skills
Merchandise Planning, Microsoft Excel, Business Analysis, Project Management, Visio, Microsoft Office, Analysis, Process Improvement, Strategic Planning, Data Analysis, Financial Analysis, Business Process..., Merchandising, Retail, Inventory Analysis, Financial Planning, Sales, Project Planning, Inventory Management, Forecasting, Supply Chain, Operations Management, Management, PowerPoint
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor's degree, Accounting and operations management
Indiana University Bloomington 2008 — 2012
Bachelor of Science (B.S.), Accounting and Operations Management, 3.7
Sears Holdings Corporation March 2015 - Present
Sears Holdings Corporation July 2014 - February 2015
Sears Holding Corporation May 2013 - June 2014
Northern Trust November 2012 - May 2013
ASOS.com June 2011 - August 2011
Skills
Merchandise Planning, Microsoft Excel, Business Analysis, Project Management, Visio, Microsoft Office, Analysis, Process Improvement, Strategic Planning, Data Analysis, Financial Analysis, Business Process..., Merchandising, Retail, Inventory Analysis, Financial Planning, Sales, Project Planning, Inventory Management, Forecasting, Supply Chain, Operations Management, Management, PowerPoint
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor's degree, Accounting and operations management
Indiana University Bloomington 2008 — 2012
Bachelor of Science (B.S.), Accounting and Operations Management, 3.7
Anthony S. Eifrid, CPA's Northern Trust Experience June 2013 - Present
Job Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust June 2013 - Present
Lincoln Financial Group 2006 - 2013
Lincoln Financial Group 1997 - 2006
Lincoln Financial Group 1989 - 1997
Ernst & Young 1987 - 1989
Skills
GAAP, Statutory, Investments, SEC reporting, Accounting, SEC filings, Finance, Financial Analysis, Fixed Income, Statutory Accounting, Account Reconciliation, Mergers & Acquisitions, Tax, Portfolio Management, Auditing, Securities, SEC Filings
Education
Indiana University Bloomington 1983 — 1987
Bachelors, Business - Accounting
Bishop Luers
Northern Trust June 2013 - Present
Lincoln Financial Group 2006 - 2013
Lincoln Financial Group 1997 - 2006
Lincoln Financial Group 1989 - 1997
Ernst & Young 1987 - 1989
Skills
GAAP, Statutory, Investments, SEC reporting, Accounting, SEC filings, Finance, Financial Analysis, Fixed Income, Statutory Accounting, Account Reconciliation, Mergers & Acquisitions, Tax, Portfolio Management, Auditing, Securities, SEC Filings
Education
Indiana University Bloomington 1983 — 1987
Bachelors, Business - Accounting
Bishop Luers
Nathaniel Stein's Northern Trust Experience December 2012 - Present
Job Consultant, Hedge Fund Administration at Northern Trust
Industry Accounting
Experience
Northern Trust December 2012 - Present
PwC September 2011 - December 2012
Northern Trust May 2010 - August 2010
The Northern Trust Company May 2010 - August 2010
The McTigue Group, Northwestern Mutual Financial Network May 2008 - August 2008
Education
Indiana University - Kelley School of Business 2006 — 2011
Bachelor of Science, Business; Accounting and Finance
University of Sydney 2009 — 2009
Northern Trust December 2012 - Present
PwC September 2011 - December 2012
Northern Trust May 2010 - August 2010
The Northern Trust Company May 2010 - August 2010
The McTigue Group, Northwestern Mutual Financial Network May 2008 - August 2008
Education
Indiana University - Kelley School of Business 2006 — 2011
Bachelor of Science, Business; Accounting and Finance
University of Sydney 2009 — 2009
S Seegers's Northern Trust Experience August 2009 - Present
Job ServiceNow Developer at Northern Trust
Industry Financial Services
Experience
Northern Trust August 2009 - Present
Northern Trust November 2002 - September 2012
Northern Trust January 1996 - November 2002
Skills
Service-Now, BMC Remedy, SDLC, ITIL, Requirements Analysis, Requirements Gathering, CMDB, SQL, Incident Management, IT Asset Management, System Deployment, Business Analysis, IT Operations, ServiceNow, Release Management
Education
Illinois State University 1979 — 1984
BS, Business Information Systems
Northern Trust August 2009 - Present
Northern Trust November 2002 - September 2012
Northern Trust January 1996 - November 2002
Skills
Service-Now, BMC Remedy, SDLC, ITIL, Requirements Analysis, Requirements Gathering, CMDB, SQL, Incident Management, IT Asset Management, System Deployment, Business Analysis, IT Operations, ServiceNow, Release Management
Education
Illinois State University 1979 — 1984
BS, Business Information Systems
Kevin Cleary, CFA's Northern Trust Experience November 2006 - Present
Job Senior Investment Associate in Equity Research
Industry Financial Services
Experience
Northern Trust November 2006 - Present
Skills
Fixed Income, Equities, Finance, Financial Modeling, Portfolio Management, Bloomberg, Financial Analysis, Asset Management
Education
Indiana University Bloomington 2001 — 2005
B.S., Finance, 3.7 GPA
Northern Trust November 2006 - Present
Skills
Fixed Income, Equities, Finance, Financial Modeling, Portfolio Management, Bloomberg, Financial Analysis, Asset Management
Education
Indiana University Bloomington 2001 — 2005
B.S., Finance, 3.7 GPA
John Quinlan's Northern Trust Experience January 2011 - August 2011
Job Vice President Client Partner, Bank Solutions at Fiserv
Industry Financial Services
Experience
Fiserv March 2015 - Present
U.S. Bank 2011 - March 2015
Northern Trust January 2011 - August 2011
Northern Trust August 2008 - January 2011
Northern Trust May 2007 - August 2008
Skills
Relationship Management, Mutual Funds, Securities, Investments, Credit, Wealth Management, Financial Services, Financial Analysis, Credit Analysis, Cash Management, Valuation, CRM, Leadership, Management
Education
Indiana University - Kelley School of Business 2008 — 2011
MBA, Finance; Business Management
Indiana University Bloomington 2004 — 2007
Undergratuate, Business Management
Fiserv March 2015 - Present
U.S. Bank 2011 - March 2015
Northern Trust January 2011 - August 2011
Northern Trust August 2008 - January 2011
Northern Trust May 2007 - August 2008
Skills
Relationship Management, Mutual Funds, Securities, Investments, Credit, Wealth Management, Financial Services, Financial Analysis, Credit Analysis, Cash Management, Valuation, CRM, Leadership, Management
Education
Indiana University - Kelley School of Business 2008 — 2011
MBA, Finance; Business Management
Indiana University Bloomington 2004 — 2007
Undergratuate, Business Management
Anthony Bongiorno's Northern Trust Experience January 2013 - Present
Job Global Market Consultant at Northern Trust
Industry Financial Services
Experience
Northern Trust January 2013 - Present
Northern Trust September 2011 - January 2013
Northern Trust August 2010 - September 2011
Skills
Microsoft Excel, Investments, Securities, Financial Analysis, Finance, Equities, Capital Markets, Bloomberg, Fixed Income, PowerPoint, Microsoft Office, Bonds, Trading, Options, Foreign Exchange, Microsoft Word, Portfolio Management, International Tax
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science in Business, Finance
Fenwick High School 2002 — 2006
High School
Northern Trust January 2013 - Present
Northern Trust September 2011 - January 2013
Northern Trust August 2010 - September 2011
Skills
Microsoft Excel, Investments, Securities, Financial Analysis, Finance, Equities, Capital Markets, Bloomberg, Fixed Income, PowerPoint, Microsoft Office, Bonds, Trading, Options, Foreign Exchange, Microsoft Word, Portfolio Management, International Tax
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science in Business, Finance
Fenwick High School 2002 — 2006
High School
Elliot Pessis's Northern Trust Experience 2002 - 2004
Job Vice President at Harrison Street Real Estate Capital LLC
Industry Real Estate
Experience
Harrison Street Real Estate Capital LLC August 2012 - Present
Harrison Street Real Estate Capital January 2011 - October 2012
Harrison Street Real Estate Capital September 2007 - December 2010
Aviv Asset Management December 2004 - August 2007
Northern Trust 2002 - 2004
Skills
Valuation, Asset Managment
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
Indiana University Bloomington 1998 — 2002
Finance and International Business
Harrison Street Real Estate Capital LLC August 2012 - Present
Harrison Street Real Estate Capital January 2011 - October 2012
Harrison Street Real Estate Capital September 2007 - December 2010
Aviv Asset Management December 2004 - August 2007
Northern Trust 2002 - 2004
Skills
Valuation, Asset Managment
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
Indiana University Bloomington 1998 — 2002
Finance and International Business
Lisa DeCristofaro's Northern Trust Experience May 2004 - Present
Job Corporate Banker at Northern Trust
Industry Financial Services
Experience
Northern Trust May 2004 - Present
Skills
Credit Analysis
Education
Illinois State University
Bachelor of Science (BS), Finance, General
Northern Illinois University
Master of Business Administration (MBA), Business Administration and Management, General
Northern Trust May 2004 - Present
Skills
Credit Analysis
Education
Illinois State University
Bachelor of Science (BS), Finance, General
Northern Illinois University
Master of Business Administration (MBA), Business Administration and Management, General
Donald Li's Northern Trust Experience July 2013 - Present
Job Consultant, Hedge Fund Services at Northern Trust
Industry Financial Services
Experience
Northern Trust July 2013 - Present
BCMS Corporate May 2012 - August 2012
Colliers International May 2010 - August 2010
Skills
Corporate Finance, Financial Analysis, Financial Accounting, Valuation, Financial Modeling, Investment Banking, Capital IQ, Thompson One, Financial Reporting, US GAAP, IFRS, Strategy
Education
Indiana University - Kelley School of Business 2012 — 2013
Master of Science (M.Sc.), Accounting
Indiana University - Kelley School of Business 2008 — 2012
B.Sc, Accounting and Finance
Ridge High School 2004 — 2008
Northern Trust July 2013 - Present
BCMS Corporate May 2012 - August 2012
Colliers International May 2010 - August 2010
Skills
Corporate Finance, Financial Analysis, Financial Accounting, Valuation, Financial Modeling, Investment Banking, Capital IQ, Thompson One, Financial Reporting, US GAAP, IFRS, Strategy
Education
Indiana University - Kelley School of Business 2012 — 2013
Master of Science (M.Sc.), Accounting
Indiana University - Kelley School of Business 2008 — 2012
B.Sc, Accounting and Finance
Ridge High School 2004 — 2008
Greg Fortriede's Northern Trust Experience June 2011 - Present
Job Senior Defined Contribution Product Consultant The Northern Trust Company
Industry Financial Services
Experience
Northern Trust June 2011 - Present
Lincoln Financial Group 2003 - 2011
Skills
Employee Benefits, Defined Contribution, Retirement, Mutual Funds, Financial Services, Financial Reporting, Microsoft Excel, Outlook, 401k, Investments, Retirement Planning, Pensions, Relationship Management
Education
Indiana University Bloomington
Northern Trust June 2011 - Present
Lincoln Financial Group 2003 - 2011
Skills
Employee Benefits, Defined Contribution, Retirement, Mutual Funds, Financial Services, Financial Reporting, Microsoft Excel, Outlook, 401k, Investments, Retirement Planning, Pensions, Relationship Management
Education
Indiana University Bloomington
Jeanne Hlavacek's Northern Trust Experience May 1994 - September 1996
Job Senior Investment Performance Consultant at Northern Trust
Industry Financial Services
Experience
Self-Employed September 1996 - September 2003
Northern Trust May 1994 - September 1996
Hewitt Associates April 1988 - August 1993
Hewitt Associates September 1984 - April 1988
State Farm Insurance June 1983 - September 1984
Skills
Investment Policy..., Manager Selection, Asset Allocation, Investment Advisory, Investment Performance..., Chartered Financial..., MBA
Education
The University of Chicago Booth School of Business 1985 — 1988
MBA, Finance
Illinois Wesleyan University 1979 — 1983
BS, Accounting
Self-Employed September 1996 - September 2003
Northern Trust May 1994 - September 1996
Hewitt Associates April 1988 - August 1993
Hewitt Associates September 1984 - April 1988
State Farm Insurance June 1983 - September 1984
Skills
Investment Policy..., Manager Selection, Asset Allocation, Investment Advisory, Investment Performance..., Chartered Financial..., MBA
Education
The University of Chicago Booth School of Business 1985 — 1988
MBA, Finance
Illinois Wesleyan University 1979 — 1983
BS, Accounting
Sean Wall's Northern Trust Experience August 2013 - Present
Job Investment Performance Consultant at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation September 2015 - Present
Northern Trust August 2013 - Present
R.J. O'Brien April 2011 - August 2013
Skills
Portfolio Management, Asset Management, Financial Analysis, Bloomberg, Fixed Income, Microsoft Excel, Securities, Trading Systems, Asset Allocation, Performance Attribution, Collateral Management
Education
Indiana University Bloomington 2005 — 2009
Bachelor of Science (BS), Management
Northern Trust Corporation September 2015 - Present
Northern Trust August 2013 - Present
R.J. O'Brien April 2011 - August 2013
Skills
Portfolio Management, Asset Management, Financial Analysis, Bloomberg, Fixed Income, Microsoft Excel, Securities, Trading Systems, Asset Allocation, Performance Attribution, Collateral Management
Education
Indiana University Bloomington 2005 — 2009
Bachelor of Science (BS), Management
Michael Chakoian's Northern Trust Experience December 1990 - August 2007
Job Vice President of the Board at Common Ground (cg.org)
Industry Computer Software
Experience
Common Ground (cg.org) July 2014 - Present
FaithBridge interfaith network March 2012 - Present
Northern Trust December 1990 - August 2007
Mt. Prospect State Bank - First National Bank of Chicago June 1968 - April 1988
Skills
Software Project..., Strategic Planning, Java, Project Management, Change Management, Microsoft Office, Integration, Business Analysis, SDLC, Leadership
Education
Illinois State University 1971 — 1973
Master of Arts (MA), Mathematics and Computer Science
Purdue University 1968 — 1971
Bachelor of Science (BS), Mathematics and Computer Science
Common Ground (cg.org) July 2014 - Present
FaithBridge interfaith network March 2012 - Present
Northern Trust December 1990 - August 2007
Mt. Prospect State Bank - First National Bank of Chicago June 1968 - April 1988
Skills
Software Project..., Strategic Planning, Java, Project Management, Change Management, Microsoft Office, Integration, Business Analysis, SDLC, Leadership
Education
Illinois State University 1971 — 1973
Master of Arts (MA), Mathematics and Computer Science
Purdue University 1968 — 1971
Bachelor of Science (BS), Mathematics and Computer Science
Dan Irving's Northern Trust Experience May 2011 - September 2012
Job Manager Financial Planning and Analysis at Exelon
Industry Financial Services
Experience
Exelon October 2014 - Present
Exelon October 2012 - September 2014
Northern Trust May 2011 - September 2012
Motorola Mobility July 2010 - May 2011
Motorola Mobility April 2008 - July 2010
Motorola Mobility May 2005 - April 2008
Skills
Valuation, Strategic Financial..., Financial Analysis, Sarbanes-Oxley Act, Financial Modeling, Finance
Education
Indiana University - Kelley School of Business 2001 — 2005
Bachelor of Science, Finance
Exelon October 2014 - Present
Exelon October 2012 - September 2014
Northern Trust May 2011 - September 2012
Motorola Mobility July 2010 - May 2011
Motorola Mobility April 2008 - July 2010
Motorola Mobility May 2005 - April 2008
Skills
Valuation, Strategic Financial..., Financial Analysis, Sarbanes-Oxley Act, Financial Modeling, Finance
Education
Indiana University - Kelley School of Business 2001 — 2005
Bachelor of Science, Finance
Lisa Wenzel's Northern Trust Experience April 2007 - Present
Job IMLG at Northern Trust
Industry Financial Services
Experience
Northern Trust April 2007 - Present
Northern Trust April 2007 - Present
Dermatology Limited September 2005 - February 2007
Wenzel Concrete July 2002 - September 2005
Education
Saint Francis University 2010 — 2012
Studies, Business Organization Management
Illinois Valley Community College 2002 — 2004
Associate of Arts, General Course Work
Northern Trust April 2007 - Present
Northern Trust April 2007 - Present
Dermatology Limited September 2005 - February 2007
Wenzel Concrete July 2002 - September 2005
Education
Saint Francis University 2010 — 2012
Studies, Business Organization Management
Illinois Valley Community College 2002 — 2004
Associate of Arts, General Course Work
Bryan Haas, CFA's Northern Trust Experience September 2005 - June 2006
Job Manager Trade Coordination at Harris Associates L.P.
Industry Investment Management
Experience
Harris Associates February 2007 - Present
Harris Associates June 2006 - February 2007
Northern Trust September 2005 - June 2006
Skills
Asset Management, Portfolio Management, Mutual Funds, Trading, Equities, Bloomberg, Securities, Fixed Income, Investments, Fund Accounting, Order Management, Trade Compliance, Financial Services, Derivatives, Investment Management, Accounting, Capital Markets
Education
Indiana University - Kelley School of Business 2002 — 2005
Bachelor's degree, Finance, International Studies
Indiana State University 2001 — 2002
Bachelor's degree, Insurance
Harris Associates February 2007 - Present
Harris Associates June 2006 - February 2007
Northern Trust September 2005 - June 2006
Skills
Asset Management, Portfolio Management, Mutual Funds, Trading, Equities, Bloomberg, Securities, Fixed Income, Investments, Fund Accounting, Order Management, Trade Compliance, Financial Services, Derivatives, Investment Management, Accounting, Capital Markets
Education
Indiana University - Kelley School of Business 2002 — 2005
Bachelor's degree, Finance, International Studies
Indiana State University 2001 — 2002
Bachelor's degree, Insurance
Rich McConville's Northern Trust Experience May 1987 - Present
Job Relationship Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust May 1987 - Present
Education
Illinois State University 1982 — 1984
Finance, General
Northern Trust May 1987 - Present
Education
Illinois State University 1982 — 1984
Finance, General
Richard Teska's Northern Trust Experience March 1990 - Present
Job SVP & CFO at Northern Trust Hedge Fund Services
Industry Banking
Experience
Northern Trust Hedge Fund Services July 2011 - Present
Northern Trust March 1990 - Present
KPMG US July 1978 - March 1990
Education
Northwestern University 1991 — 1993
Master of Management, General Management
Illinois State University 1974 — 1978
Bachelor of Science (BS), Accounting
Northern Trust Hedge Fund Services July 2011 - Present
Northern Trust March 1990 - Present
KPMG US July 1978 - March 1990
Education
Northwestern University 1991 — 1993
Master of Management, General Management
Illinois State University 1974 — 1978
Bachelor of Science (BS), Accounting
Elizabeth Kurman's Northern Trust Experience January 2013 - October 2013
Job Former Vice President and Senior Trust Administrator at Northern Trust
Industry Financial Services
Experience
Northern Trust January 2013 - October 2013
Bank of America December 2010 - December 2012
Northern Trust June 1978 - July 1999
Education
Indiana University Bloomington
Bachelor of Arts (BA), French Language and Literature
Northern Trust January 2013 - October 2013
Bank of America December 2010 - December 2012
Northern Trust June 1978 - July 1999
Education
Indiana University Bloomington
Bachelor of Arts (BA), French Language and Literature
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.