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
Jacqueline Madarang Jacqueline Madarang's Northern Trust Experience 2006 - 2008
Job Digital Marketing Technology Manager at Bradley Arant Boult Cummings LLP
Industry Legal Services
Experience
Bradley Arant Boult Cummings LLP March 2014 - Present
Best Best & Krieger LLP January 2012 - March 2014
Liebert Cassidy Whitmore March 2010 - December 2011
Venable LLP 2008 - 2008
Northern Trust 2006 - 2008
U.S. Bancorp 2005 - 2006
Western Management Associates 2003 - 2005
Lee & Associates, Inc. 1997 - 2003
Skills
Brand Awareness, Social Media, Social Media Marketing, Digital Marketing, Project Management, Database Management, CRM, Website Management, Web Project Management, Media Relations, Advertising, Legal Marketing, Web Design, Marketing, Online Marketing, Public Relations, Business Development, Strategy
Education
Loyola Marymount University
Bradley Arant Boult Cummings LLP March 2014 - Present
Best Best & Krieger LLP January 2012 - March 2014
Liebert Cassidy Whitmore March 2010 - December 2011
Venable LLP 2008 - 2008
Northern Trust 2006 - 2008
U.S. Bancorp 2005 - 2006
Western Management Associates 2003 - 2005
Lee & Associates, Inc. 1997 - 2003
Skills
Brand Awareness, Social Media, Social Media Marketing, Digital Marketing, Project Management, Database Management, CRM, Website Management, Web Project Management, Media Relations, Advertising, Legal Marketing, Web Design, Marketing, Online Marketing, Public Relations, Business Development, Strategy
Education
Loyola Marymount University
Brandon Michael Verderber Brandon Michael Verderber's Northern Trust Experience April 2013 - Present
Job Private Wealth Management Underwriter at Northern Trust Company
Industry Financial Services
Experience
Northern Trust April 2013 - Present
JPMorgan November 2010 - April 2013
CDWG September 2008 - November 2010
TCF National Bank October 2007 - September 2008
Fremont Investment & Loan November 2003 - October 2007
Education
Loras College 1994 — 1998
Finance/Marketing
Northern Trust April 2013 - Present
JPMorgan November 2010 - April 2013
CDWG September 2008 - November 2010
TCF National Bank October 2007 - September 2008
Fremont Investment & Loan November 2003 - October 2007
Education
Loras College 1994 — 1998
Finance/Marketing
Corey Tiller, CFA Corey Tiller, CFA's Northern Trust Experience May 2013 - Present
Job Equity Portfolio Manager / Investment Analyst at Northern Trust
Industry Financial Services
Experience
Northern Trust May 2013 - Present
Northern Trust August 2012 - May 2013
Northern Trust March 2011 - September 2012
Sodexo August 2007 - March 2011
Slavic Investments May 2005 - August 2007
Education
University of Florida 2013 — 2014
Master of Business Administration (MBA)
Liberty University 2007 — 2009
Bachelor's Degree, Business Administration - Finance
Northern Trust May 2013 - Present
Northern Trust August 2012 - May 2013
Northern Trust March 2011 - September 2012
Sodexo August 2007 - March 2011
Slavic Investments May 2005 - August 2007
Education
University of Florida 2013 — 2014
Master of Business Administration (MBA)
Liberty University 2007 — 2009
Bachelor's Degree, Business Administration - Finance
Don Byron Don Byron's Northern Trust Experience July 2008 - October 2009
Job Product Manager, Derivatives
Industry Information Technology and Services
Experience
Fidessa April 2015 - Present
Barclays Capital October 2009 - April 2015
Northern Trust July 2008 - October 2009
AlphaMetrix Investment Advisors July 2007 - July 2008
Northern Trust May 2005 - July 2007
Ramsey Financial May 2003 - May 2005
Spike Trading April 1998 - April 2003
ING Bearings June 1994 - June 1997
Skills
Equities, Derivatives, Fixed Income, Hedge Funds, Trading Systems, Bloomberg, Electronic Trading, Options, Trading, Business Analysis, Alternative Investments
Education
Northeastern University 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General
Lewis University 2000 — 2005
Bachelor, Management Information Systems
Fidessa April 2015 - Present
Barclays Capital October 2009 - April 2015
Northern Trust July 2008 - October 2009
AlphaMetrix Investment Advisors July 2007 - July 2008
Northern Trust May 2005 - July 2007
Ramsey Financial May 2003 - May 2005
Spike Trading April 1998 - April 2003
ING Bearings June 1994 - June 1997
Skills
Equities, Derivatives, Fixed Income, Hedge Funds, Trading Systems, Bloomberg, Electronic Trading, Options, Trading, Business Analysis, Alternative Investments
Education
Northeastern University 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General
Lewis University 2000 — 2005
Bachelor, Management Information Systems
Teresa Fox Teresa Fox's Northern Trust Experience January 2001 - January 2003
Job CTM at Autism Home Support Services, Inc
Industry Human Resources
Experience
Autism Home Support Services, Inc October 2014 - Present
Prairie State Gaming November 2012 - March 2014
AArete April 2011 - January 2012
Northern Trust January 2001 - January 2003
Saunders, Condon & Kenney January 1999 - January 2001
Ridge, Condon and Saunders, PC 1993 - 1999
Skills
Leadership Development, Process Improvement, Data Analysis, Fundraising, Strategic Planning, Healthcare, Public Speaking, Leadership, Management, Change Management, Strategy, Microsoft Office, Microsoft Excel, Event Planning, Project Management, Management Consulting, Access
Education
Loyola University of Chicago 1987 — 1990
BS, Psychology
Autism Home Support Services, Inc October 2014 - Present
Prairie State Gaming November 2012 - March 2014
AArete April 2011 - January 2012
Northern Trust January 2001 - January 2003
Saunders, Condon & Kenney January 1999 - January 2001
Ridge, Condon and Saunders, PC 1993 - 1999
Skills
Leadership Development, Process Improvement, Data Analysis, Fundraising, Strategic Planning, Healthcare, Public Speaking, Leadership, Management, Change Management, Strategy, Microsoft Office, Microsoft Excel, Event Planning, Project Management, Management Consulting, Access
Education
Loyola University of Chicago 1987 — 1990
BS, Psychology
Bridget Scherbring Bridget Scherbring's Northern Trust Experience 2008 - 2011
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company July 2014 - Present
Northwestern University School of Law and Northwestern Kellogg School of Managment September 2011 - June 2014
Latham & Watkins May 2013 - July 2013
Northern District of Illinois May 2012 - August 2012
Northern Trust 2008 - 2011
Skills
Mutual Funds, Equities, Investments, Fixed Income, Series 7, Asset Management, Financial Services, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Health/Health Care Administration/Management and Management and Strategy
Northwestern University School of Law 2011 — 2014
Juris Doctor, Business and Healthcare
Loyola University of Chicago 2004 — 2008
Bachelor's in Business Administration, Business/Managerial Economics
McKinsey & Company July 2014 - Present
Northwestern University School of Law and Northwestern Kellogg School of Managment September 2011 - June 2014
Latham & Watkins May 2013 - July 2013
Northern District of Illinois May 2012 - August 2012
Northern Trust 2008 - 2011
Skills
Mutual Funds, Equities, Investments, Fixed Income, Series 7, Asset Management, Financial Services, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Health/Health Care Administration/Management and Management and Strategy
Northwestern University School of Law 2011 — 2014
Juris Doctor, Business and Healthcare
Loyola University of Chicago 2004 — 2008
Bachelor's in Business Administration, Business/Managerial Economics
Jose Bedolla, MBA, CSP's Northern Trust Experience February 2006 - May 2006
Job Residential Sales Manager at AMX by Harman
Industry Electrical/Electronic Manufacturing
Experience
AMX by HARMAN February 2014 - Present
Lutron Electronics September 2013 - February 2014
Lutron Electronics April 2011 - February 2014
James Hardie Building Products September 2007 - March 2011
Hewitt Associates May 2006 - April 2007
Northern Trust February 2006 - May 2006
Skills
Market Development, Time Management, Leadership, Innovator, Diligent, Account Management, Forecasting, New Business Development, Cross-functional Team..., Sales, Sales Management, Product Development, Direct Sales, Strategic Planning, Team Building, Business Strategy, Marketing Strategy, Strategy, Analysis, Key Account Management, Selling, Contract Negotiation, Product Marketing, B2B, Operations Management, Negotiation, Business Planning, Management, Social Media, Budgets, CRM, Team Management, Project Planning, Process Improvement, Marketing, Team Leadership, Project Management, Inventory Management, Customer Service, Microsoft Office, Pricing, Sales Operations, Microsoft Excel, Business Development, Competitive Analysis, Coaching, Marketing Communications, Product Management, Retail, Market Research
Education
Lewis University 2008 — 2010
Masters, Business Administration
Northern Illinois University 2002 — 2005
economics/spanish, finance
Northern Illinois University 2002 — 2005
Bachelors of Science, ECONOMICS
AMX by HARMAN February 2014 - Present
Lutron Electronics September 2013 - February 2014
Lutron Electronics April 2011 - February 2014
James Hardie Building Products September 2007 - March 2011
Hewitt Associates May 2006 - April 2007
Northern Trust February 2006 - May 2006
Skills
Market Development, Time Management, Leadership, Innovator, Diligent, Account Management, Forecasting, New Business Development, Cross-functional Team..., Sales, Sales Management, Product Development, Direct Sales, Strategic Planning, Team Building, Business Strategy, Marketing Strategy, Strategy, Analysis, Key Account Management, Selling, Contract Negotiation, Product Marketing, B2B, Operations Management, Negotiation, Business Planning, Management, Social Media, Budgets, CRM, Team Management, Project Planning, Process Improvement, Marketing, Team Leadership, Project Management, Inventory Management, Customer Service, Microsoft Office, Pricing, Sales Operations, Microsoft Excel, Business Development, Competitive Analysis, Coaching, Marketing Communications, Product Management, Retail, Market Research
Education
Lewis University 2008 — 2010
Masters, Business Administration
Northern Illinois University 2002 — 2005
economics/spanish, finance
Northern Illinois University 2002 — 2005
Bachelors of Science, ECONOMICS
Kate Stobbe's Northern Trust Experience February 2009 - October 2011
Job Manager, Corporate Responsibility at Prologis
Industry Environmental Services
Experience
Prologis February 2015 - Present
ArcelorMittal September 2013 - February 2014
ArcelorMittal October 2011 - August 2013
Northern Trust February 2009 - October 2011
Kraft Foods June 2008 - February 2009
Illinois CPA Society March 2008 - June 2008
Illinois CPA Society March 2007 - March 2008
AmeriCorps ASPIRE program July 2005 - July 2006
Skills
Corporate Social..., Strategy, Nonprofits, Grants, Research, Volunteer Management, Strategic Communications, Event Management, Public Relations, Corporate Communications, Program Management, Philanthropy, Leadership, Management, Non-profits, Sustainability, Public Speaking, Grant Writing, Budgets, Community Development, Project Management, Sustainable Business, Climate Change, Data Analysis, Environmental Impact..., Microsoft Office, Strategic Planning, Event Planning
Education
GRI Certified G4 Sustainability Reporting Training 2014 — 2014
Loyola University Chicago 2007 — 2008
Graduate Certificate, Non-Profit Management and Philanthropy Sector
Luther College 2000 — 2004
Bachelor of Arts, Political Science
Prologis February 2015 - Present
ArcelorMittal September 2013 - February 2014
ArcelorMittal October 2011 - August 2013
Northern Trust February 2009 - October 2011
Kraft Foods June 2008 - February 2009
Illinois CPA Society March 2008 - June 2008
Illinois CPA Society March 2007 - March 2008
AmeriCorps ASPIRE program July 2005 - July 2006
Skills
Corporate Social..., Strategy, Nonprofits, Grants, Research, Volunteer Management, Strategic Communications, Event Management, Public Relations, Corporate Communications, Program Management, Philanthropy, Leadership, Management, Non-profits, Sustainability, Public Speaking, Grant Writing, Budgets, Community Development, Project Management, Sustainable Business, Climate Change, Data Analysis, Environmental Impact..., Microsoft Office, Strategic Planning, Event Planning
Education
GRI Certified G4 Sustainability Reporting Training 2014 — 2014
Loyola University Chicago 2007 — 2008
Graduate Certificate, Non-Profit Management and Philanthropy Sector
Luther College 2000 — 2004
Bachelor of Arts, Political Science
Andrew Bertsos's Northern Trust Experience August 2012 - June 2014
Job Section Manager UVRS at Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation June 2014 - Present
Northern Trust August 2012 - June 2014
Northern Trust Corporation May 2011 - August 2012
Northern Trust Corporation December 1998 - May 2011
Skills
Mutual Funds, Bloomberg, Banking, Fixed Income, Financial Analysis, Valuation, 401k, Financial Reporting, Investments, Equities, Derivatives, Corporate Actions, Accounting, Securities
Education
Loyola University of Chicago 1997 — 1998
Bachelor of Business Administration (B.B.A.), Finance
University of Illinois at Urbana-Champaign 1994 — 1996
Northern Trust Corporation June 2014 - Present
Northern Trust August 2012 - June 2014
Northern Trust Corporation May 2011 - August 2012
Northern Trust Corporation December 1998 - May 2011
Skills
Mutual Funds, Bloomberg, Banking, Fixed Income, Financial Analysis, Valuation, 401k, Financial Reporting, Investments, Equities, Derivatives, Corporate Actions, Accounting, Securities
Education
Loyola University of Chicago 1997 — 1998
Bachelor of Business Administration (B.B.A.), Finance
University of Illinois at Urbana-Champaign 1994 — 1996
Lindsey Musselman Kallai's Northern Trust Experience January 2011 - Present
Job Event Planner at Northern Trust
Industry Events Services
Experience
Northern Trust January 2011 - Present
De La Salle Institute February 2010 - January 2011
SmithBucklin September 2008 - February 2010
SmithBucklin September 2007 - September 2008
SmithBucklin September 2006 - September 2007
An Urban Affair, Wedding & Event Consultation January 2006 - July 2006
Skills
Event Management, Event Planning, AV, Entertainment, Meeting Planning, Volunteer Management, Food & Beverage, Transportation, Budget Management, Project Management, Trade Shows, Sponsorship, Management, Budgets, Marketing Communications, Project Planning, Program Management, Marketing, Leadership, Fundraising, Social Media Marketing
Education
Loyola University Chicago 2002 — 2006
Bachelors, Communication; Organizational Communication
Joliet Catholic Academy 1998 — 2002
Northern Trust January 2011 - Present
De La Salle Institute February 2010 - January 2011
SmithBucklin September 2008 - February 2010
SmithBucklin September 2007 - September 2008
SmithBucklin September 2006 - September 2007
An Urban Affair, Wedding & Event Consultation January 2006 - July 2006
Skills
Event Management, Event Planning, AV, Entertainment, Meeting Planning, Volunteer Management, Food & Beverage, Transportation, Budget Management, Project Management, Trade Shows, Sponsorship, Management, Budgets, Marketing Communications, Project Planning, Program Management, Marketing, Leadership, Fundraising, Social Media Marketing
Education
Loyola University Chicago 2002 — 2006
Bachelors, Communication; Organizational Communication
Joliet Catholic Academy 1998 — 2002
Martin Babbo Martin Babbo's Northern Trust Experience February 2008 - Present
Job Senior Vice President; Investor Real Estate Group at Northern Trust
Industry Financial Services
Experience
Northern Trust February 2008 - Present
Metropolitain Bank Group - First Commercial Bank September 2006 - February 2008
BMO Harris Bank January 1997 - September 2006
JPMorgan Chase July 1993 - January 1997
Education
University of Illinois at Chicago 1991 — 1993
Master of Business Administration (MBA), Finance
Loyola University of Chicago 1987 — 1991
Bachelor of Business Administration (BBA), Economics
Fenwick HS, Oak Park, IL 1983 — 1987
Northern Trust February 2008 - Present
Metropolitain Bank Group - First Commercial Bank September 2006 - February 2008
BMO Harris Bank January 1997 - September 2006
JPMorgan Chase July 1993 - January 1997
Education
University of Illinois at Chicago 1991 — 1993
Master of Business Administration (MBA), Finance
Loyola University of Chicago 1987 — 1991
Bachelor of Business Administration (BBA), Economics
Fenwick HS, Oak Park, IL 1983 — 1987
Peter C. Kim Peter C. Kim's Northern Trust Experience 1997 - 2001
Job Attorney at Adler Murphy & McQuillen LLP
Industry Legal Services
Experience
Adler Murphy & McQuillen LLP 2003 - Present
Northern Trust 1997 - 2001
Skills
Commercial Litigation, Litigation, Appeals
Education
Loyola University Chicago 2001 — 2003
Doctor of Law (JD)
University of Illinois at Chicago 1994 — 1997
Bachelor of Science (BS), Finance
Adler Murphy & McQuillen LLP 2003 - Present
Northern Trust 1997 - 2001
Skills
Commercial Litigation, Litigation, Appeals
Education
Loyola University Chicago 2001 — 2003
Doctor of Law (JD)
University of Illinois at Chicago 1994 — 1997
Bachelor of Science (BS), Finance
Patricia Nolan's Northern Trust Experience September 2013 - Present
Job Account Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust September 2013 - Present
Northern Trust November 2010 - Present
Education
Loyola University of Chicago
Political Science
Northern Trust September 2013 - Present
Northern Trust November 2010 - Present
Education
Loyola University of Chicago
Political Science
Alberto Bramwell Alberto Bramwell's Northern Trust Experience June 1984 - October 1998
Job Sales Executive at Insurance Trade Solutions Agency
Industry Insurance
Experience
Insurance Trade Solutions Agency March 2011 - Present
Allstate June 2004 - March 2011
Chicago Public Schools October 1998 - December 2003
Northern Trust June 1984 - October 1998
Skills
Commercial Insurance, Life Insurance, Health Insurance, Spanish, Property & Casualty..., Entrepreneurship, Finance, Customer Service, Sales, Liability, Management
Education
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Finance
Insurance Trade Solutions Agency March 2011 - Present
Allstate June 2004 - March 2011
Chicago Public Schools October 1998 - December 2003
Northern Trust June 1984 - October 1998
Skills
Commercial Insurance, Life Insurance, Health Insurance, Spanish, Property & Casualty..., Entrepreneurship, Finance, Customer Service, Sales, Liability, Management
Education
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Finance
Rizo Metovic Rizo Metovic's Northern Trust Experience September 2007 - July 2011
Job Secondary Mathematics Teacher at Chicago Public Schools
Industry Real Estate
Experience
Chicago Public Schools September 2014 - Present
R & S Apartments June 2003 - Present
Chicago Public Schools April 2014 - September 2014
Chicago Public Schools May 2014 - August 2014
Chicago Public Schools September 2013 - March 2014
Self-Employed January 2010 - January 2014
Huntington Learning Center November 2012 - July 2013
Northern Trust September 2007 - July 2011
Merrill Lynch February 2006 - May 2006
Horvath & Weaver, P.C. August 2003 - January 2005
Skills
Differentiated..., Educational Technology, Lesson Planning, Mathematics Education, Mathematics, Formative Assessment, Classroom Assessment, Classroom Management, Classroom Delivery, Integrating Technology..., Algebra, Individualized..., IEP, 504 Plans, Geometry, Trigonometry, iPad, Statistics, Calculator, Problem Solving, Smartboard, Public Speaking, Valuation, Securities, Financial Analysis, Pricing, Data Analysis, Portfolio Management, Operations Management, Corporate Actions, Stock Market, Real Estate, Managerial Finance, Statistical Modeling, Financial Modeling, Trading, Sales, Real Estate Economics, International Finance, Quantitative Finance, Economic Modeling, Mathematical Modeling, Calculus, Microsoft Excel, Microsoft Office, Foreign Exchange, Investigation, higher order thinking, Cognitive Assessment
Education
Northwestern University 2012 — 2014
Master's Degree, Secondary Education, Mathematics, 3.504/4.0 GPA
Loyola University Chicago 2003 — 2007
Bachelor's, Finance and International Business
Loyola University - RomeSummer 2006 2006 — 2006
Evanston Township High School 1999 — 2003
Chicago Public Schools September 2014 - Present
R & S Apartments June 2003 - Present
Chicago Public Schools April 2014 - September 2014
Chicago Public Schools May 2014 - August 2014
Chicago Public Schools September 2013 - March 2014
Self-Employed January 2010 - January 2014
Huntington Learning Center November 2012 - July 2013
Northern Trust September 2007 - July 2011
Merrill Lynch February 2006 - May 2006
Horvath & Weaver, P.C. August 2003 - January 2005
Skills
Differentiated..., Educational Technology, Lesson Planning, Mathematics Education, Mathematics, Formative Assessment, Classroom Assessment, Classroom Management, Classroom Delivery, Integrating Technology..., Algebra, Individualized..., IEP, 504 Plans, Geometry, Trigonometry, iPad, Statistics, Calculator, Problem Solving, Smartboard, Public Speaking, Valuation, Securities, Financial Analysis, Pricing, Data Analysis, Portfolio Management, Operations Management, Corporate Actions, Stock Market, Real Estate, Managerial Finance, Statistical Modeling, Financial Modeling, Trading, Sales, Real Estate Economics, International Finance, Quantitative Finance, Economic Modeling, Mathematical Modeling, Calculus, Microsoft Excel, Microsoft Office, Foreign Exchange, Investigation, higher order thinking, Cognitive Assessment
Education
Northwestern University 2012 — 2014
Master's Degree, Secondary Education, Mathematics, 3.504/4.0 GPA
Loyola University Chicago 2003 — 2007
Bachelor's, Finance and International Business
Loyola University - RomeSummer 2006 2006 — 2006
Evanston Township High School 1999 — 2003
Jacqueline O'Hara Jacqueline O'Hara's Northern Trust Experience October 2006 - March 2007
Job Bulk Electric NERC Training Engineer
Industry Utilities
Experience
NiSource 2009 - Present
Guaranty Bank February 2007 - October 2008
Northern Trust October 2006 - March 2007
JPMorgan Chase March 2005 - October 2006
US Army November 1998 - November 2004
Education
Northeastern Illinois University
M.A, Education
Loyola University of Chicago
B.S, Pre-Law Studies
NiSource 2009 - Present
Guaranty Bank February 2007 - October 2008
Northern Trust October 2006 - March 2007
JPMorgan Chase March 2005 - October 2006
US Army November 1998 - November 2004
Education
Northeastern Illinois University
M.A, Education
Loyola University of Chicago
B.S, Pre-Law Studies
Chris Galliano's Northern Trust Experience February 2011 - Present
Job Vice PresidentSenior Investment Consultant at Northern Trust
Industry Financial Services
Experience
Northern Trust February 2011 - Present
Morgan Stanley Smith Barney August 2000 - 2010
Skills
Series 7, High Net Worth..., Estate Planning, Marketing Strategy, Strategic Financial..., Team Building, Wealth Management, Public Speaking, Microsoft Office, Asset Allocation, Trusts, Risk Management, Fixed Income, Negotiation, Project Planning, Program Management, Mergers & Acquisitions, Strategic Planning, Credit, Wealth Management..., Investments, Investment Strategies
Education
Loyola University New Orleans School of Law 1988 — 1991
Juris Doctor of Law
LSU 1984 — 1988
BS, Business: Finance/Economics
Northern Trust February 2011 - Present
Morgan Stanley Smith Barney August 2000 - 2010
Skills
Series 7, High Net Worth..., Estate Planning, Marketing Strategy, Strategic Financial..., Team Building, Wealth Management, Public Speaking, Microsoft Office, Asset Allocation, Trusts, Risk Management, Fixed Income, Negotiation, Project Planning, Program Management, Mergers & Acquisitions, Strategic Planning, Credit, Wealth Management..., Investments, Investment Strategies
Education
Loyola University New Orleans School of Law 1988 — 1991
Juris Doctor of Law
LSU 1984 — 1988
BS, Business: Finance/Economics
Maria Sunil Rajan Maria Sunil Rajan's Northern Trust Experience August 1998 - November 2014
Job Senior Talent Acquisition Consultant at CNA Insurance
Industry Financial Services
Experience
CNA Insurance December 2014 - Present
Northern Trust August 1998 - November 2014
Skills
Recruiting, Talent Acquisition, Fixed Income, Talent Management, Asset Managment, Financial Services, Business Analysis, Finance, Banking, Business Process..., Asset Management, Vendor Management, SDLC, Relationship Management, Sourcing, Equities, Derivatives, Executive Search, Trading, Risk Management, Portfolio Management, Investment Banking, Hedge Funds, Capital Markets, Securities, Bloomberg, Wealth Management, Mutual Funds, Financial Markets, Financial Risk, Investments, Alternative Investments
Education
Loyola University Chicago
Master's Degree, Human Resources Management
Loyola University Chicago
Bachelor's Degree, Human Resources
CNA Insurance December 2014 - Present
Northern Trust August 1998 - November 2014
Skills
Recruiting, Talent Acquisition, Fixed Income, Talent Management, Asset Managment, Financial Services, Business Analysis, Finance, Banking, Business Process..., Asset Management, Vendor Management, SDLC, Relationship Management, Sourcing, Equities, Derivatives, Executive Search, Trading, Risk Management, Portfolio Management, Investment Banking, Hedge Funds, Capital Markets, Securities, Bloomberg, Wealth Management, Mutual Funds, Financial Markets, Financial Risk, Investments, Alternative Investments
Education
Loyola University Chicago
Master's Degree, Human Resources Management
Loyola University Chicago
Bachelor's Degree, Human Resources
David Kub David Kub's Northern Trust Experience August 2008 - November 2010
Job Experienced MBA
Industry Business Supplies and Equipment
Experience
Manufactured Delivered Solutions November 2010 - June 2011
Northern Trust August 2008 - November 2010
Northern Trust August 2006 - August 2008
Northern Trust November 2004 - August 2006
Education
Lewis University 2005 — 2006
Masters Degree, Business Administration
Lewis University 2000 — 2004
Bachelor of Science, Finance and Economics
Manufactured Delivered Solutions November 2010 - June 2011
Northern Trust August 2008 - November 2010
Northern Trust August 2006 - August 2008
Northern Trust November 2004 - August 2006
Education
Lewis University 2005 — 2006
Masters Degree, Business Administration
Lewis University 2000 — 2004
Bachelor of Science, Finance and Economics
John McGowan John McGowan's Northern Trust Experience October 2010 - July 2014
Job Director at CTC | myCFO
Industry Financial Services
Experience
CTC myCFO August 2014 - Present
Northern Trust October 2010 - July 2014
Northern Trust September 2005 - September 2010
Northern Trust May 1998 - August 2005
Thomson Reuters 1988 - 1998
Skills
Wealth Management, Family Office, High Net Worth..., LGBT community, Estate Planning, Investment Management, Philanthropy, Team Leadership, Standards Compliance, Project Managment, Multi-generational..., Public Speaking, Financial Advisory, LGBT rights, Highly detail oriented, GLBT issues, Trusted Advisor, Trust Services, Fiduciary Services, Banking, Asset Managment, Asset Allocation, Hardwork, Conscientious, Ethical Decision Making, Thought Leadership, Diversity & Inclusion, Non-profit Boards, New Business Development, Organizational..., Problem Solving, Communication Skills, Project Management, Investments, Asset Management, Financial Services, Finance, Securities, Mutual Funds, Fixed Income
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
Loyola University of Chicago
Bachelor of Science (BS), Mathematics
CTC myCFO August 2014 - Present
Northern Trust October 2010 - July 2014
Northern Trust September 2005 - September 2010
Northern Trust May 1998 - August 2005
Thomson Reuters 1988 - 1998
Skills
Wealth Management, Family Office, High Net Worth..., LGBT community, Estate Planning, Investment Management, Philanthropy, Team Leadership, Standards Compliance, Project Managment, Multi-generational..., Public Speaking, Financial Advisory, LGBT rights, Highly detail oriented, GLBT issues, Trusted Advisor, Trust Services, Fiduciary Services, Banking, Asset Managment, Asset Allocation, Hardwork, Conscientious, Ethical Decision Making, Thought Leadership, Diversity & Inclusion, Non-profit Boards, New Business Development, Organizational..., Problem Solving, Communication Skills, Project Management, Investments, Asset Management, Financial Services, Finance, Securities, Mutual Funds, Fixed Income
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
Loyola University of Chicago
Bachelor of Science (BS), Mathematics
Randall Barich, CFA Randall Barich, CFA's Northern Trust Experience March 2014 - Present
Job Sr. Vice President Sr. Investment Officer at Northern Trust
Industry Investment Management
Experience
Northern Trust March 2014 - Present
Northern Trust January 2011 - March 2014
Northern Trust July 2007 - January 2011
The Northern Trust Company May 1998 - July 2007
Frankel & Co. June 1994 - May 1998
Skills
Portfolio Management, Valuation, Due Diligence, Asset Allocation, Asset Management, Management of..., Hedge Funds, Financial Markets, Asset Managment, Alternative Investments, Mutual Funds, Equities, Derivatives, Investments, Wealth Management, Financial Services, Private Equity, Investment Management, Estate Planning, Fixed Income, Investment Advisory, Finance, Investment Strategies, Options, Budgets, ETFs, Bloomberg, Securities, Investment Banking, Venture Capital, Trading, Banking, Financial Advisory
Education
Loyola University Chicago 1995 — 1997
MBA, Masters of Business Administration
University of Iowa 1989 — 1993
BBA - Finance, Business
Northern Trust March 2014 - Present
Northern Trust January 2011 - March 2014
Northern Trust July 2007 - January 2011
The Northern Trust Company May 1998 - July 2007
Frankel & Co. June 1994 - May 1998
Skills
Portfolio Management, Valuation, Due Diligence, Asset Allocation, Asset Management, Management of..., Hedge Funds, Financial Markets, Asset Managment, Alternative Investments, Mutual Funds, Equities, Derivatives, Investments, Wealth Management, Financial Services, Private Equity, Investment Management, Estate Planning, Fixed Income, Investment Advisory, Finance, Investment Strategies, Options, Budgets, ETFs, Bloomberg, Securities, Investment Banking, Venture Capital, Trading, Banking, Financial Advisory
Education
Loyola University Chicago 1995 — 1997
MBA, Masters of Business Administration
University of Iowa 1989 — 1993
BBA - Finance, Business
Danny Ortegon Danny Ortegon's Northern Trust Experience September 1993 - August 2000
Job
Industry E-Learning
Experience
Ortegon Consulting, Inc. December 2008 - Present
Westwood College January 2010 - December 2010
Walgreens-OptionCare (Division of Walgreens Health Services) March 2008 - November 2008
Option Care August 2004 - March 2008
LaSalle Bank June 2003 - February 2004
Northern Trust September 1993 - August 2000
Northrop Grumman January 1986 - August 1993
General Electric July 1984 - January 1986
Skills
Instructional Design, E-Learning, Project Management, Web 2.0, Training Management, Captivate, Learning Management..., Instructor-led Training, Needs Analysis, Leadership Development, Organizational..., Adult Education, Proprietary Education, Training Delivery, Training, Coaching, Staff Development, Organizational Learning, Distance Learning, Blended Learning, Learning Management, ADDIE, Strategy, Mobile Learning, Performance Management, CRM, Workshop Facilitation, Consulting, Executive Coaching, Management Development, Software Documentation, Instructional Technology, Employee Training, Educational Technology, Performance Improvement, Leadership, Management, Social Learning
Education
Loyola University Chicago 1989 — 1993
M.Ed
Purdue University Calumet 1979 — 1984
BS
Purdue University 1978 — 1979
1 year
Ortegon Consulting, Inc. December 2008 - Present
Westwood College January 2010 - December 2010
Walgreens-OptionCare (Division of Walgreens Health Services) March 2008 - November 2008
Option Care August 2004 - March 2008
LaSalle Bank June 2003 - February 2004
Northern Trust September 1993 - August 2000
Northrop Grumman January 1986 - August 1993
General Electric July 1984 - January 1986
Skills
Instructional Design, E-Learning, Project Management, Web 2.0, Training Management, Captivate, Learning Management..., Instructor-led Training, Needs Analysis, Leadership Development, Organizational..., Adult Education, Proprietary Education, Training Delivery, Training, Coaching, Staff Development, Organizational Learning, Distance Learning, Blended Learning, Learning Management, ADDIE, Strategy, Mobile Learning, Performance Management, CRM, Workshop Facilitation, Consulting, Executive Coaching, Management Development, Software Documentation, Instructional Technology, Employee Training, Educational Technology, Performance Improvement, Leadership, Management, Social Learning
Education
Loyola University Chicago 1989 — 1993
M.Ed
Purdue University Calumet 1979 — 1984
BS
Purdue University 1978 — 1979
1 year
Lejla Jahic Bajramovic, M.B.A. Lejla Jahic Bajramovic, M.B.A.'s Northern Trust Experience January 2010 - Present
Job Financial Reporting, The Northern Trust Company
Industry Financial Services
Experience
Northern Trust January 2010 - Present
Northern Trust October 2006 - December 2009
Northern Trust June 2004 - October 2006
Skills
Financial Reporting, Financial Analysis, Accounting, Auditing, Management, Team Management, Team Building, Data Analysis, Coaching, Analysis, Finance
Education
Loyola University of Chicago 2006 — 2008
Master of Business Administration (M.B.A.), Accounting/Finance and Management
Loyola University of Chicago 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Northern Trust January 2010 - Present
Northern Trust October 2006 - December 2009
Northern Trust June 2004 - October 2006
Skills
Financial Reporting, Financial Analysis, Accounting, Auditing, Management, Team Management, Team Building, Data Analysis, Coaching, Analysis, Finance
Education
Loyola University of Chicago 2006 — 2008
Master of Business Administration (M.B.A.), Accounting/Finance and Management
Loyola University of Chicago 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Rachel Rupp Rachel Rupp's Northern Trust Experience June 2013 - January 2015
Job Team Lead, OTC Structured Products Hedge Fund Services at Northern Trust Corporation
Industry Accounting
Experience
Northern Trust Corporation January 2015 - Present
Northern Trust June 2013 - January 2015
Northern Trust February 2012 - June 2013
Classic Party Rentals May 2010 - February 2012
Classic Party Rentals July 2011 - August 2011
Loyola University Chicago August 2008 - May 2011
Classic Party Rentals May 2009 - August 2010
Skills
Microsoft Excel, Budgets, Account Reconciliation, Bloomberg, Budgeting, Business Planning, Business Plan..., Market Analysis, Accounting, Accounts Receivable, Customer Service, Event Planning, Finance, Financial Analysis, Financial Modeling, Internal Controls, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Social Media
Education
Loyola University of Chicago 2007 — 2011
BBA, Accounting, Finance
Northern Trust Corporation January 2015 - Present
Northern Trust June 2013 - January 2015
Northern Trust February 2012 - June 2013
Classic Party Rentals May 2010 - February 2012
Classic Party Rentals July 2011 - August 2011
Loyola University Chicago August 2008 - May 2011
Classic Party Rentals May 2009 - August 2010
Skills
Microsoft Excel, Budgets, Account Reconciliation, Bloomberg, Budgeting, Business Planning, Business Plan..., Market Analysis, Accounting, Accounts Receivable, Customer Service, Event Planning, Finance, Financial Analysis, Financial Modeling, Internal Controls, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Social Media
Education
Loyola University of Chicago 2007 — 2011
BBA, Accounting, Finance
Rick Rosenthal Rick Rosenthal's Northern Trust Experience November 2002 - June 2007
Job
Industry Investment Management
Experience
US Bank January 2012 - Present
City National Asset Management June 2007 - January 2012
Northern Trust November 2002 - June 2007
Metropolitan West Asset Management October 2000 - September 2002
PIMCO 1998 - 2000
Skills
Asset Allocation, Portfolio Management, Equities, Asset Managment, Investments, Fixed Income, Wealth Management, Mutual Funds, Investment Management, Trading, Financial Services, High Net Worth..., Alternative Investments, Hedge Funds, Quantitative Analytics, Investment Strategies, Bloomberg, Series 7, Investment Advisory, Wealth Management..., Securities, Asset Management, Private Banking, Bonds, Relationship Management, Financial Advisory
Education
Loyola Marymount University, College of Business Administration 2005 — 2007
MBA, Finance & International Business
University of Arizona, Eller College of Management 1991 — 1995
BA, Economics
US Bank January 2012 - Present
City National Asset Management June 2007 - January 2012
Northern Trust November 2002 - June 2007
Metropolitan West Asset Management October 2000 - September 2002
PIMCO 1998 - 2000
Skills
Asset Allocation, Portfolio Management, Equities, Asset Managment, Investments, Fixed Income, Wealth Management, Mutual Funds, Investment Management, Trading, Financial Services, High Net Worth..., Alternative Investments, Hedge Funds, Quantitative Analytics, Investment Strategies, Bloomberg, Series 7, Investment Advisory, Wealth Management..., Securities, Asset Management, Private Banking, Bonds, Relationship Management, Financial Advisory
Education
Loyola Marymount University, College of Business Administration 2005 — 2007
MBA, Finance & International Business
University of Arizona, Eller College of Management 1991 — 1995
BA, Economics
Sam Larsen Sam Larsen's Northern Trust Experience January 2008 - October 2009
Job Procurement Manager and Attorney
Industry Information Technology and Services
Experience
Independent April 2013 - August 2013
Fidessa November 2011 - April 2013
Independent September 2010 - October 2011
CME Group November 2009 - August 2010
Northern Trust January 2008 - October 2009
UBS September 2007 - December 2007
ABN AMRO Bank N.V. July 2006 - August 2007
Citi Group November 2005 - June 2006
Independent April 2003 - November 2005
Marriott Harrison March 2001 - March 2003
Skills
Mergers, Outsourcing, Governance, Negotiation, Procurement, Risk Management, Contract Negotiation, Due Diligence, Banking, Vendor Management, SDLC, Program Management, Mergers & Acquisitions, Cross-functional Team..., Process Improvement, Management
Education
University of Greenwich 1998 — 2000
M.S., Computer Science
London South Bank University 1991 — 1994
LL.B. (Hons), Law, 2.1
Independent April 2013 - August 2013
Fidessa November 2011 - April 2013
Independent September 2010 - October 2011
CME Group November 2009 - August 2010
Northern Trust January 2008 - October 2009
UBS September 2007 - December 2007
ABN AMRO Bank N.V. July 2006 - August 2007
Citi Group November 2005 - June 2006
Independent April 2003 - November 2005
Marriott Harrison March 2001 - March 2003
Skills
Mergers, Outsourcing, Governance, Negotiation, Procurement, Risk Management, Contract Negotiation, Due Diligence, Banking, Vendor Management, SDLC, Program Management, Mergers & Acquisitions, Cross-functional Team..., Process Improvement, Management
Education
University of Greenwich 1998 — 2000
M.S., Computer Science
London South Bank University 1991 — 1994
LL.B. (Hons), Law, 2.1
Douglas Lies Douglas Lies's Northern Trust Experience 2009 - 2010
Job SVP; Alternate Group Manager at Comerica Bank
Industry Banking
Experience
Comerica Bank April 2014 - Present
City National Bank 2010 - 2014
Northern Trust 2009 - 2010
Bank of America 2005 - 2009
Wireless Capital Partners 2004 - 2005
Fleet Bank 2001 - 2004
Deutsche Bank / Bankers Trust Company 1997 - 2000
Bank of America 1990 - 1997
Skills
Loans, Portfolio Management, Underwriting, Relationship Management, Business Development, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Middle Market, Asset Based Lending, Capital Markets, Banking, Syndications, Treasury Management, Lines Of Credit, Leveraged Finance, Structured Finance, Financial Risk, Cash Management, Asset Management, Financial Structuring, Small Business Lending, Commercial Mortgages, Finance, Investment Banking, Cross Selling, Mortgage Lending, Cash Flow Lending, Loan Origination, Derivatives, Private Equity, Private Banking, Credit Risk, Strategy, Corporate Finance, Due Diligence, SBA, Investments, Financial Modeling, Retail Banking, Financial Services
Education
Loyola Marymount University, College of Business Administration 1997 — 1999
MBA, Finance and Banking
Comerica Bank April 2014 - Present
City National Bank 2010 - 2014
Northern Trust 2009 - 2010
Bank of America 2005 - 2009
Wireless Capital Partners 2004 - 2005
Fleet Bank 2001 - 2004
Deutsche Bank / Bankers Trust Company 1997 - 2000
Bank of America 1990 - 1997
Skills
Loans, Portfolio Management, Underwriting, Relationship Management, Business Development, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Middle Market, Asset Based Lending, Capital Markets, Banking, Syndications, Treasury Management, Lines Of Credit, Leveraged Finance, Structured Finance, Financial Risk, Cash Management, Asset Management, Financial Structuring, Small Business Lending, Commercial Mortgages, Finance, Investment Banking, Cross Selling, Mortgage Lending, Cash Flow Lending, Loan Origination, Derivatives, Private Equity, Private Banking, Credit Risk, Strategy, Corporate Finance, Due Diligence, SBA, Investments, Financial Modeling, Retail Banking, Financial Services
Education
Loyola Marymount University, College of Business Administration 1997 — 1999
MBA, Finance and Banking
Lynn Vasquez's Northern Trust Experience November 2007 - February 2008
Job IT Consultant at Nokia
Industry Computer Software
Experience
Nokia February 2014 - Present
McDonald's Corporation October 2012 - February 2014
Newedge Group November 2008 - October 2012
McDonald's Corporation February 2008 - November 2008
Northern Trust November 2007 - February 2008
Synovate April 2007 - November 2007
United Airlines January 2001 - April 2007
MyPoints.com September 1999 - January 2001
3Com January 1999 - September 1999
Ernst & Young Consulting October 1998 - January 1999
Skills
Data Modeling, Data Warehousing, ETL, Database Design, SQL, Requirements Analysis, Business Analysis, Unix, Databases, Integration, Data Analysis, Software Project..., Software Development, Oracle, PL/SQL, Systems Analysis, Requirements Gathering, Agile Project Management, IT Management, SDLC, Solution Architecture, Performance Tuning, User Acceptance Testing, Analytics, Unix Shell Scripting, Business Process, Team Building, Database Administration, Software Documentation, Linux, Manage Client..., Data Migration, Perl, Data Integration, Architecture, Testing
Education
Loyola University Chicago 1988 — 1992
BBA, Management Information Systems
Nokia February 2014 - Present
McDonald's Corporation October 2012 - February 2014
Newedge Group November 2008 - October 2012
McDonald's Corporation February 2008 - November 2008
Northern Trust November 2007 - February 2008
Synovate April 2007 - November 2007
United Airlines January 2001 - April 2007
MyPoints.com September 1999 - January 2001
3Com January 1999 - September 1999
Ernst & Young Consulting October 1998 - January 1999
Skills
Data Modeling, Data Warehousing, ETL, Database Design, SQL, Requirements Analysis, Business Analysis, Unix, Databases, Integration, Data Analysis, Software Project..., Software Development, Oracle, PL/SQL, Systems Analysis, Requirements Gathering, Agile Project Management, IT Management, SDLC, Solution Architecture, Performance Tuning, User Acceptance Testing, Analytics, Unix Shell Scripting, Business Process, Team Building, Database Administration, Software Documentation, Linux, Manage Client..., Data Migration, Perl, Data Integration, Architecture, Testing
Education
Loyola University Chicago 1988 — 1992
BBA, Management Information Systems
Bernard Witry Bernard Witry's Northern Trust Experience September 2008 - Present
Job Consultant CS Banking Ops at Northern Trust
Industry Financial Services
Experience
Northern Trust September 2008 - Present
Northern Trust May 2005 - September 2008
SunGard Financial Systems April 1989 - December 2004
Skills
Financial Services, Banking, Mutual Funds
Education
Loras College
Bachelor of Arts (B.A.), Business Administration
Northern Trust September 2008 - Present
Northern Trust May 2005 - September 2008
SunGard Financial Systems April 1989 - December 2004
Skills
Financial Services, Banking, Mutual Funds
Education
Loras College
Bachelor of Arts (B.A.), Business Administration
Jaron Tackett Jaron Tackett's Northern Trust Experience June 2013 - Present
Job Second Vice President, Derivatives Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust June 2013 - Present
Northern Trust May 2009 - Present
Northern Trust May 2007 - May 2009
Skills
Summit, Training, Derivatives, Structured Finance, Internal Controls, Auditing, Equities, Portfolio Management, Bloomberg, Fixed Income
Education
Loyola University of Chicago 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Northern Trust June 2013 - Present
Northern Trust May 2009 - Present
Northern Trust May 2007 - May 2009
Skills
Summit, Training, Derivatives, Structured Finance, Internal Controls, Auditing, Equities, Portfolio Management, Bloomberg, Fixed Income
Education
Loyola University of Chicago 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Teresa Milich Teresa Milich's Northern Trust Experience 1988 - May 1999
Job Sr. Organization Development Consultant at American Medical Association
Industry Nonprofit Organization Management
Experience
American Medical Association June 1999 - Present
Northern Trust 1988 - May 1999
Skills
Onboarding, Nonprofits, Talent Management, Strategic Planning, Consulting, Coaching, Leadership, Total Quality Management, Change Management, Management Development..., 360 Feedback, Performance Management, Organizational..., Management Development, Public Speaking, Program Management, Process Improvement, Organizational...
Education
Loyola University of Chicago
MS, Organization Development
Sorbonne University (Paris, France)
Certificate of competence in French language & civilization
Oakland University
BA, Communication Arts (with honors); minor in Business Management
American Medical Association June 1999 - Present
Northern Trust 1988 - May 1999
Skills
Onboarding, Nonprofits, Talent Management, Strategic Planning, Consulting, Coaching, Leadership, Total Quality Management, Change Management, Management Development..., 360 Feedback, Performance Management, Organizational..., Management Development, Public Speaking, Program Management, Process Improvement, Organizational...
Education
Loyola University of Chicago
MS, Organization Development
Sorbonne University (Paris, France)
Certificate of competence in French language & civilization
Oakland University
BA, Communication Arts (with honors); minor in Business Management
Cayle Rose Cayle Rose's Northern Trust Experience July 2013 - November 2014
Job Assistant Brand Strategist at Horizon Media
Industry Marketing and Advertising
Experience
Horizon Media November 2014 - Present
Northern Trust July 2013 - November 2014
Northern Trust May 2011 - June 2013
The Executives' Club of Chicago February 2011 - March 2011
Northern Trust May 2010 - July 2010
Alpha Chi Omega Iota Rho Chapter 2009 - 2010
Biggs & Co. December 2007 - 2010
Illinois Policy Institute June 2009 - August 2009
Macquarie Cook Energy April 2007 - August 2007
Skills
Financial Analysis, Excel, Microsoft Office, Quickbooks, Public Speaking, Team Leadership, Educational Leadership, PowerPoint, Microsoft Excel, QuickBooks, Bloomberg Terminal, Asset Management, Investments, Leadership, Portfolio Management, Finance
Education
Loyola University of Chicago 2007 — 2011
BBA
Université de Provence (Aix-Marseille I) 2008 — 2008
Beverly Hills High School 2003 — 2007
Horizon Media November 2014 - Present
Northern Trust July 2013 - November 2014
Northern Trust May 2011 - June 2013
The Executives' Club of Chicago February 2011 - March 2011
Northern Trust May 2010 - July 2010
Alpha Chi Omega Iota Rho Chapter 2009 - 2010
Biggs & Co. December 2007 - 2010
Illinois Policy Institute June 2009 - August 2009
Macquarie Cook Energy April 2007 - August 2007
Skills
Financial Analysis, Excel, Microsoft Office, Quickbooks, Public Speaking, Team Leadership, Educational Leadership, PowerPoint, Microsoft Excel, QuickBooks, Bloomberg Terminal, Asset Management, Investments, Leadership, Portfolio Management, Finance
Education
Loyola University of Chicago 2007 — 2011
BBA
Université de Provence (Aix-Marseille I) 2008 — 2008
Beverly Hills High School 2003 — 2007
Brian M. Villani Brian M. Villani's Northern Trust Experience June 2003 - Present
Job Vice President, Sr. Relationship Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust June 2003 - Present
Northern Trust April 2000 - June 2003
Northern Trust March 1996 - April 2000
Skills
Financial Services, Relationship Management, Management
Education
Lewis University 1991 — 1995
Bachelor of Science (B.S.), Accounting
Northern Trust June 2003 - Present
Northern Trust April 2000 - June 2003
Northern Trust March 1996 - April 2000
Skills
Financial Services, Relationship Management, Management
Education
Lewis University 1991 — 1995
Bachelor of Science (B.S.), Accounting
Maribeth Anderson, PMP Maribeth Anderson, PMP's Northern Trust Experience March 2012 - November 2012
Job Sr. Project Manager/Consultant at Trustmark Companies
Industry Information Technology and Services
Experience
Trustmark Companies April 2013 - Present
The Pampered Chef November 2012 - February 2013
Northern Trust March 2012 - November 2012
Hospira August 2009 - April 2012
MBA Cubed, Inc. October 2007 - August 2009
United Stationers March 2008 - October 2008
Merrill Lynch January 2008 - March 2008
Wheels, Inc 2004 - 2007
Anexsys, LLC 2002 - 2003
Anexsys, LLC 1998 - 2002
Skills
Financial Services, Project Management, Problem Solving, Team Leadership, Business Process..., Program Management, SAP Project Management, CRM, Management, Business Strategy, Leadership, Strategy, Business Analysis, Management Consulting, Marketing, PMO, Integration, Risk Management, Product Management, Business Development, Business Intelligence, Analysis, SDLC, Enterprise Software, SharePoint, Consulting, Software Development, ITIL, Quality Assurance, SAP, Vendor Management, IT Strategy
Education
Loyola University Chicago
Masters of Business Administration
Northern Illinois University
Bachelor of Science
Trustmark Companies April 2013 - Present
The Pampered Chef November 2012 - February 2013
Northern Trust March 2012 - November 2012
Hospira August 2009 - April 2012
MBA Cubed, Inc. October 2007 - August 2009
United Stationers March 2008 - October 2008
Merrill Lynch January 2008 - March 2008
Wheels, Inc 2004 - 2007
Anexsys, LLC 2002 - 2003
Anexsys, LLC 1998 - 2002
Skills
Financial Services, Project Management, Problem Solving, Team Leadership, Business Process..., Program Management, SAP Project Management, CRM, Management, Business Strategy, Leadership, Strategy, Business Analysis, Management Consulting, Marketing, PMO, Integration, Risk Management, Product Management, Business Development, Business Intelligence, Analysis, SDLC, Enterprise Software, SharePoint, Consulting, Software Development, ITIL, Quality Assurance, SAP, Vendor Management, IT Strategy
Education
Loyola University Chicago
Masters of Business Administration
Northern Illinois University
Bachelor of Science
Sarah L. Zielke's Northern Trust Experience 1998 - 2000
Job Executive Search, Life Sciences Practice, Spencer Stuart
Industry Staffing and Recruiting
Experience
Spencer Stuart 2010 - Present
Spencer Stuart 2006 - 2010
A.T. Kearney Executive Search 2004 - 2006
Accenture 2002 - 2004
Saxton Bampfylde Hever 2000 - 2002
Northern Trust 1998 - 2000
Skills
Executive Search, Leadership, Talent Acquisition, Sourcing, Technical Recruiting, Talent Management, Management Consulting, Organizational..., Strategic Planning, Recruiting, HR Consulting, Strategy, Succession Planning, Human Resources
Education
Loyola University Chicago 2013 — 2015
Master of Business Administration (MBA), Healthcare Administration
University of Colorado Boulder 1994 — 1998
Bachelors, International Relations & Italian
Spencer Stuart 2010 - Present
Spencer Stuart 2006 - 2010
A.T. Kearney Executive Search 2004 - 2006
Accenture 2002 - 2004
Saxton Bampfylde Hever 2000 - 2002
Northern Trust 1998 - 2000
Skills
Executive Search, Leadership, Talent Acquisition, Sourcing, Technical Recruiting, Talent Management, Management Consulting, Organizational..., Strategic Planning, Recruiting, HR Consulting, Strategy, Succession Planning, Human Resources
Education
Loyola University Chicago 2013 — 2015
Master of Business Administration (MBA), Healthcare Administration
University of Colorado Boulder 1994 — 1998
Bachelors, International Relations & Italian
David Partain David Partain's Northern Trust Experience October 2013 - Present
Job FlexShares Director of Marketing at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management February 2015 - Present
Northern Trust October 2013 - Present
Northern Trust April 2011 - October 2013
Millington Securities, Inc. March 2010 - August 2010
Alpha Energy June 2007 - December 2009
Dale Carnegie Training October 2004 - May 2007
WCFC TV 38 January 2001 - September 2004
InvestorJoe.com March 2000 - December 2000
First Trust July 1996 - March 2000
Invesco June 1992 - July 1996
Skills
Project Planning, Project Implementation, Product Marketing, Product Management, Group Presentations, Social Media Marketing, Key Account Management, Marketing Strategy, Marketing Communications, Analytics, Online Marketing, B2C marketing, B2B Marketing, Value Proposition..., Expertise in strategic..., Marketing Operations, Competitive Strategy, Brand Architecture, Marketing ROI, Online Advertising, Digital Marketing, Business Strategy, Management, Social Media, Marketing, Business Development, Value Propositions, Public Speaking, Sales, Integrated Marketing, Nonprofits, B2B, Strategic Communications, Email Marketing, Advertising, Strategy, Business Planning, Selling, Public Relations, Event Management, Media Relations, Budgets, Strategic Partnerships, Training, Salesforce.com, Strategic Planning, Leadership, Project Management, Product Development, Analysis
Education
Liberty University
Masters
Wharton School, University of Pennsylvania
Certificate Program: Securities Industry Institute
Wheaton College
BA
Casa Grande Union High School
Northern Trust Asset Management February 2015 - Present
Northern Trust October 2013 - Present
Northern Trust April 2011 - October 2013
Millington Securities, Inc. March 2010 - August 2010
Alpha Energy June 2007 - December 2009
Dale Carnegie Training October 2004 - May 2007
WCFC TV 38 January 2001 - September 2004
InvestorJoe.com March 2000 - December 2000
First Trust July 1996 - March 2000
Invesco June 1992 - July 1996
Skills
Project Planning, Project Implementation, Product Marketing, Product Management, Group Presentations, Social Media Marketing, Key Account Management, Marketing Strategy, Marketing Communications, Analytics, Online Marketing, B2C marketing, B2B Marketing, Value Proposition..., Expertise in strategic..., Marketing Operations, Competitive Strategy, Brand Architecture, Marketing ROI, Online Advertising, Digital Marketing, Business Strategy, Management, Social Media, Marketing, Business Development, Value Propositions, Public Speaking, Sales, Integrated Marketing, Nonprofits, B2B, Strategic Communications, Email Marketing, Advertising, Strategy, Business Planning, Selling, Public Relations, Event Management, Media Relations, Budgets, Strategic Partnerships, Training, Salesforce.com, Strategic Planning, Leadership, Project Management, Product Development, Analysis
Education
Liberty University
Masters
Wharton School, University of Pennsylvania
Certificate Program: Securities Industry Institute
Wheaton College
BA
Casa Grande Union High School
Timothy Halfpenny Timothy Halfpenny's Northern Trust Experience October 2005 - November 2012
Job Sr Consultant Global Documentation at Northern Trust Company
Industry Financial Services
Experience
Northern Trust Corporation November 2012 - June 2014
Northern Trust October 2005 - November 2012
Northen Trust Company 2002 - 2005
Northern Trust October 1998 - 2002
North American Mortgage Company February 1996 - October 1998
Skills
Mutual Funds, Operational Excellence, Investments, Legal Compliance, Legal Documents, Contract Negotiation, Building Relationships, Customer Service, Funding, Options, Loans, Investment Management, Accounting, Due Diligence, Hedge Funds, Financial Analysis, Fixed Income, Equities, Securities, Financial Services, Asset Management
Education
Loyola University Chicago
Northern Trust Corporation November 2012 - June 2014
Northern Trust October 2005 - November 2012
Northen Trust Company 2002 - 2005
Northern Trust October 1998 - 2002
North American Mortgage Company February 1996 - October 1998
Skills
Mutual Funds, Operational Excellence, Investments, Legal Compliance, Legal Documents, Contract Negotiation, Building Relationships, Customer Service, Funding, Options, Loans, Investment Management, Accounting, Due Diligence, Hedge Funds, Financial Analysis, Fixed Income, Equities, Securities, Financial Services, Asset Management
Education
Loyola University Chicago
Rachael Sklamberg Rachael Sklamberg's Northern Trust Experience March 2013 - July 2014
Job Vice President, Head of Human Resources at Country Financial
Industry Insurance
Experience
COUNTRY Financial® July 2014 - Present
Northern Trust March 2013 - July 2014
Northern Trust February 2012 - February 2013
Northern Trust November 2009 - February 2012
Northern Trust 2008 - 2009
Northern Trust 2005 - 2008
CBOE 1998 - 2004
Sears, Roebuck and Co. May 1997 - August 1998
Hewitt Associates 1994 - 1996
EdgeMark Bank Rosemont (EdgeMark Financial Corp.), 1991 - 1994
Skills
Human Resources, Talent Management, Strategic Planning, Performance Management, Change Management, Project Management, Leadership, Strategy, HRIS, Executive Coaching, Employee Benefits, Talent Acquisition, Compensation Management..., HRIS Management, Global Compensation &..., Global HR, Succession Planning, HR Consulting, Leadership Development, Organizational Design, Organizational..., Employee Engagement, Compensation, Employee Relations, Benefits Administration
Education
Loyola University Chicago 1993 — 1998
MSHR
Loyola University of Chicago - Graduate School of Business 1992 — 1997
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Arts (BA), Economics
COUNTRY Financial® July 2014 - Present
Northern Trust March 2013 - July 2014
Northern Trust February 2012 - February 2013
Northern Trust November 2009 - February 2012
Northern Trust 2008 - 2009
Northern Trust 2005 - 2008
CBOE 1998 - 2004
Sears, Roebuck and Co. May 1997 - August 1998
Hewitt Associates 1994 - 1996
EdgeMark Bank Rosemont (EdgeMark Financial Corp.), 1991 - 1994
Skills
Human Resources, Talent Management, Strategic Planning, Performance Management, Change Management, Project Management, Leadership, Strategy, HRIS, Executive Coaching, Employee Benefits, Talent Acquisition, Compensation Management..., HRIS Management, Global Compensation &..., Global HR, Succession Planning, HR Consulting, Leadership Development, Organizational Design, Organizational..., Employee Engagement, Compensation, Employee Relations, Benefits Administration
Education
Loyola University Chicago 1993 — 1998
MSHR
Loyola University of Chicago - Graduate School of Business 1992 — 1997
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Arts (BA), Economics
Gabriela Sbarcea's Northern Trust Experience July 2005 - July 2011
Job Senior Manager at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2013 - Present
State Street Corporation August 2011 - July 2013
Northern Trust July 2005 - July 2011
Andrew Corporation July 2004 - July 2005
Grant Thornton LLP September 2002 - June 2004
Skills
Financial Analysis, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Accounting, Auditing, Internal Audit, SEC filings, Financial Modeling, GAAP, Financial Accounting, US GAAP, Fund Accounting, Sarbanes-Oxley, Due Diligence, Creative Writing, CPA, Enterprise Risk..., Financial Risk, Financial Statements, IFRS, SEC Filings
Education
Loyola University Chicago 1999 — 2003
BBA
Morgan Stanley August 2013 - Present
State Street Corporation August 2011 - July 2013
Northern Trust July 2005 - July 2011
Andrew Corporation July 2004 - July 2005
Grant Thornton LLP September 2002 - June 2004
Skills
Financial Analysis, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Accounting, Auditing, Internal Audit, SEC filings, Financial Modeling, GAAP, Financial Accounting, US GAAP, Fund Accounting, Sarbanes-Oxley, Due Diligence, Creative Writing, CPA, Enterprise Risk..., Financial Risk, Financial Statements, IFRS, SEC Filings
Education
Loyola University Chicago 1999 — 2003
BBA
Evan Dreifuss Evan Dreifuss's Northern Trust Experience January 2012 - January 2013
Job I'm probably looking at your profile because I want to introduce you to Sales Navigator
Industry Computer Software
Experience
LinkedIn January 2015 - Present
salesforce.com August 2014 - December 2014
salesforce.com October 2013 - August 2014
Bernstein Global Wealth Management February 2013 - June 2013
Northern Trust January 2012 - January 2013
Equitec Group May 2010 - December 2011
Skills
Sales, Salesforce.com, Derivatives, Equities, SaaS, Networking, Cloud Computing, Financial Analysis, Business Analysis, Risk Management, Microsoft, Fixed Income
Education
Loyola University Chicago
Bachelor's Degree, Economics
Tufts University
Economics
LinkedIn January 2015 - Present
salesforce.com August 2014 - December 2014
salesforce.com October 2013 - August 2014
Bernstein Global Wealth Management February 2013 - June 2013
Northern Trust January 2012 - January 2013
Equitec Group May 2010 - December 2011
Skills
Sales, Salesforce.com, Derivatives, Equities, SaaS, Networking, Cloud Computing, Financial Analysis, Business Analysis, Risk Management, Microsoft, Fixed Income
Education
Loyola University Chicago
Bachelor's Degree, Economics
Tufts University
Economics
Keenan D. Williams Keenan D. Williams's Northern Trust Experience May 2006 - September 2006
Job Co Founder & CEO of YDC Inc, (REZI.co & YourDealClosed.com)
Industry Real Estate
Experience
YDC Inc, April 2015 - Present
Auction.com December 2013 - April 2015
Torchlight Investors January 2013 - December 2013
CBRE February 2012 - January 2013
CB Richard Ellis September 2010 - February 2012
Barclays Capital June 2008 - August 2008
JPMorgan Chase June 2007 - August 2007
Northern Trust May 2006 - September 2006
Skills
Loan Sales, Financial Modeling, Real Estate Finance, Underwriting, Debt & Equity Financing, Valuation, Commercial Real Estate, Bloomberg, Real Estate, Brokerage, Financial Analysis, Real Estate Economics, Real Estate Development, Investments, Asset Managment, Portfolio Management, Due Diligence, Finance, Asset Management, Structured Finance, Fixed Income
Education
NYU Schack Institute of Real Estate 2011 — 2012
Certificate in Real Estate Finance & Investment, Real Estate
Florida A&M University 2004 — 2009
Bachelor of Science, Business Administration and Finance
London Metropolitan University 2006 — 2006
Finance and Italian
YDC Inc, April 2015 - Present
Auction.com December 2013 - April 2015
Torchlight Investors January 2013 - December 2013
CBRE February 2012 - January 2013
CB Richard Ellis September 2010 - February 2012
Barclays Capital June 2008 - August 2008
JPMorgan Chase June 2007 - August 2007
Northern Trust May 2006 - September 2006
Skills
Loan Sales, Financial Modeling, Real Estate Finance, Underwriting, Debt & Equity Financing, Valuation, Commercial Real Estate, Bloomberg, Real Estate, Brokerage, Financial Analysis, Real Estate Economics, Real Estate Development, Investments, Asset Managment, Portfolio Management, Due Diligence, Finance, Asset Management, Structured Finance, Fixed Income
Education
NYU Schack Institute of Real Estate 2011 — 2012
Certificate in Real Estate Finance & Investment, Real Estate
Florida A&M University 2004 — 2009
Bachelor of Science, Business Administration and Finance
London Metropolitan University 2006 — 2006
Finance and Italian
Jason Jesunas's Northern Trust Experience March 2004 - July 2005
Job Talent Acquisition Leader
Industry Electrical/Electronic Manufacturing
Experience
LG Electronics February 2015 - Present
Mondelēz International June 2013 - February 2015
BP October 2012 - June 2013
Navistar Inc September 2011 - October 2012
WMS Gaming June 2007 - March 2011
NAVTEQ July 2005 - June 2007
Northern Trust March 2004 - July 2005
Alcan February 2003 - March 2004
Skills
Technical Recruiting, Domestic and..., Web 2.0 Recruitment..., TA Process Development..., Financial Recruiting, Budget Management, Expatriate &..., Domestic and..., Strategies, Communications Audits, International..., Change Management, Global Management, Process Improvement, Strategic Partnerships, Strategic Recruitment..., Talent Management, Expatriate Management, Budgets, Applicant Tracking..., Talent Acquisition, Optimizations, Human Resources, Recruiting, Strategy, Leadership, Optimization, Onboarding, Screening Resumes, Sourcing, Strategic Sourcing, Internet Recruiting, Contract Recruitment, Benefits Negotiation, Coaching, Personnel Management, Hiring, Employee Relations, Employer Branding, Employee Engagement, HR Policies, HR Consulting, Job Descriptions, Recruitment Advertising, Vendor Management, Business Process, College Recruiting, Succession Planning, Taleo, HRIS
Education
Lewis University 1993 — 1998
B.A., History, Political Science
LG Electronics February 2015 - Present
Mondelēz International June 2013 - February 2015
BP October 2012 - June 2013
Navistar Inc September 2011 - October 2012
WMS Gaming June 2007 - March 2011
NAVTEQ July 2005 - June 2007
Northern Trust March 2004 - July 2005
Alcan February 2003 - March 2004
Skills
Technical Recruiting, Domestic and..., Web 2.0 Recruitment..., TA Process Development..., Financial Recruiting, Budget Management, Expatriate &..., Domestic and..., Strategies, Communications Audits, International..., Change Management, Global Management, Process Improvement, Strategic Partnerships, Strategic Recruitment..., Talent Management, Expatriate Management, Budgets, Applicant Tracking..., Talent Acquisition, Optimizations, Human Resources, Recruiting, Strategy, Leadership, Optimization, Onboarding, Screening Resumes, Sourcing, Strategic Sourcing, Internet Recruiting, Contract Recruitment, Benefits Negotiation, Coaching, Personnel Management, Hiring, Employee Relations, Employer Branding, Employee Engagement, HR Policies, HR Consulting, Job Descriptions, Recruitment Advertising, Vendor Management, Business Process, College Recruiting, Succession Planning, Taleo, HRIS
Education
Lewis University 1993 — 1998
B.A., History, Political Science
Michael Cabin Michael Cabin's Northern Trust Experience July 2009 - October 2013
Job Investment Compliance Consultant at Northern Trust Corporation
Industry Investment Management
Experience
Northern Trust Corporation November 2013 - Present
Northern Trust July 2009 - October 2013
Park National Bank June 2003 - June 2007
Banc One Securities 2001 - 2003
Skills
Portfolio Management, Mergers & Acquisitions, Bonds, Sales, Corporate Actions, Bloomberg, Asset Allocation, Asset Management, Equities, Investments, Mutual Funds, Fixed Income, Investment Management, Hedge Funds, Wealth Management, Alternative Investments, Financial Modeling, Investment Strategies, Derivatives, Financial Analysis
Education
Lewis University 1998 — 2002
Bachelor's degree, Finance, Business Administration
Northern Trust Corporation November 2013 - Present
Northern Trust July 2009 - October 2013
Park National Bank June 2003 - June 2007
Banc One Securities 2001 - 2003
Skills
Portfolio Management, Mergers & Acquisitions, Bonds, Sales, Corporate Actions, Bloomberg, Asset Allocation, Asset Management, Equities, Investments, Mutual Funds, Fixed Income, Investment Management, Hedge Funds, Wealth Management, Alternative Investments, Financial Modeling, Investment Strategies, Derivatives, Financial Analysis
Education
Lewis University 1998 — 2002
Bachelor's degree, Finance, Business Administration
Pete Napoli Pete Napoli's Northern Trust Experience January 1990 - Present
Job Senior Vice President, New Business Consulting at Northern Trust
Industry Financial Services
Experience
Northern Trust January 1990 - Present
Skills
Financial Services, Wealth Management, Mutual Funds
Education
Loyola University of Chicago
Master of Business Administration (MBA)
Northern Illinois University
Bachelor's degree, Economics
Northern Trust January 1990 - Present
Skills
Financial Services, Wealth Management, Mutual Funds
Education
Loyola University of Chicago
Master of Business Administration (MBA)
Northern Illinois University
Bachelor's degree, Economics
Ed Svaldi Ed Svaldi's Northern Trust Experience September 2010 - August 2014
Job Sr. Teller/Banker at Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation August 2014 - Present
Northern Trust September 2010 - August 2014
Skills
drafting, Research, Banking, Microsoft Excel, Public Speaking, Credit, Risk Management, Securities, Financial Analysis
Education
Loyola University of Chicago 2012 — 2012
Mini-MBA Certificate
Norwich University 2008 — 2010
MA, Military History
Northeastern Illinois University 2005 — 2007
BA, Double Major in History and Political Science
Northern Trust Corporation August 2014 - Present
Northern Trust September 2010 - August 2014
Skills
drafting, Research, Banking, Microsoft Excel, Public Speaking, Credit, Risk Management, Securities, Financial Analysis
Education
Loyola University of Chicago 2012 — 2012
Mini-MBA Certificate
Norwich University 2008 — 2010
MA, Military History
Northeastern Illinois University 2005 — 2007
BA, Double Major in History and Political Science
David Vegh's Northern Trust Experience 1996 - 1998
Job Regulatory Officer at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus June 2011 - Present
Raymond James January 2010 - December 2011
Morgan Joseph March 2009 - April 2010
BB&T March 2007 - March 2008
Legg Mason 2000 - 2007
Legg Mason Capital Markets 2000 - 2005
Fitch Ratings Ltd 1998 - 2000
Northern Trust 1996 - 1998
Skills
MBS, Bonds, CMBS, Credit Analysis, ABS, Structured Products, Fixed Income, Valuation
Education
Loyola University Chicago 1994 — 1996
MBA, Finance
Quinlan School of Business, Loyola University Chicago 1994 — 1996
MBA, Finance
Hebrew Theological College 1991 — 1994
BA, Judaic Studies
Stifel Nicolaus June 2011 - Present
Raymond James January 2010 - December 2011
Morgan Joseph March 2009 - April 2010
BB&T March 2007 - March 2008
Legg Mason 2000 - 2007
Legg Mason Capital Markets 2000 - 2005
Fitch Ratings Ltd 1998 - 2000
Northern Trust 1996 - 1998
Skills
MBS, Bonds, CMBS, Credit Analysis, ABS, Structured Products, Fixed Income, Valuation
Education
Loyola University Chicago 1994 — 1996
MBA, Finance
Quinlan School of Business, Loyola University Chicago 1994 — 1996
MBA, Finance
Hebrew Theological College 1991 — 1994
BA, Judaic Studies
Michael Castino, MBA's Northern Trust Experience May 2011 - April 2014
Job Director of Marketing & Communications at Christian Brothers Investment Services
Industry Marketing and Advertising
Experience
Christian Brothers Investment Services April 2014 - Present
Northern Trust May 2011 - April 2014
JP Morgan August 2010 - December 2010
Calamos Investments July 2008 - July 2010
Wayne Hummer Investments June 2006 - July 2008
ABN AMRO 1995 - 2006
Kemper Financial 1991 - 1995
Skills
Mutual Funds, Asset Managment, Equities, Financial Services, Integrated Marketing, Direct Marketing, Series 7, Asset Allocation, Brand Management, Relationship Management, Portfolio Management, Asset Management, Strategy, Advertising, Investment Management, Investments, Competitive Analysis, Financial Advisory, Business Development, Investment Advisory, Sales, Cross-functional Team..., Wealth Management, ETFs, Alternative Investments, Marketing, Banking, Morningstar, Series 63, Securities, Hedge Funds, Investment Strategies, Fixed Income, Management, Financial Markets, Client Services, Trading, Retirement Planning, Strategic Financial..., Investor Relations, Options, Private Equity, Bonds, Capital Markets, Finance, Bloomberg, CRM, Email Marketing, Lead Generation, Product Marketing
Education
Loyola University of Chicago 1985 — 1988
Master of Business Administration (MBA), Marketing
University of Illinois at Urbana-Champaign 1980 — 1984
BS, Journalism
Christian Brothers Investment Services April 2014 - Present
Northern Trust May 2011 - April 2014
JP Morgan August 2010 - December 2010
Calamos Investments July 2008 - July 2010
Wayne Hummer Investments June 2006 - July 2008
ABN AMRO 1995 - 2006
Kemper Financial 1991 - 1995
Skills
Mutual Funds, Asset Managment, Equities, Financial Services, Integrated Marketing, Direct Marketing, Series 7, Asset Allocation, Brand Management, Relationship Management, Portfolio Management, Asset Management, Strategy, Advertising, Investment Management, Investments, Competitive Analysis, Financial Advisory, Business Development, Investment Advisory, Sales, Cross-functional Team..., Wealth Management, ETFs, Alternative Investments, Marketing, Banking, Morningstar, Series 63, Securities, Hedge Funds, Investment Strategies, Fixed Income, Management, Financial Markets, Client Services, Trading, Retirement Planning, Strategic Financial..., Investor Relations, Options, Private Equity, Bonds, Capital Markets, Finance, Bloomberg, CRM, Email Marketing, Lead Generation, Product Marketing
Education
Loyola University of Chicago 1985 — 1988
Master of Business Administration (MBA), Marketing
University of Illinois at Urbana-Champaign 1980 — 1984
BS, Journalism
Linda Rosenberg's Northern Trust Experience March 2007 - October 2009
Job Sr. Recruiter at Veolia North America
Industry Human Resources
Experience
Veolia North America August 2014 - Present
United States Gypsum (USG) March 2014 - August 2014
Ventas October 2013 - December 2013
Navistar, Inc. April 2013 - June 2013
Career Education Corporation September 2012 - April 2013
Navistar Inc March 2010 - August 2012
Northern Trust March 2007 - October 2009
Rand McNally 1996 - 2006
Skills
Talent Acquisition, Applicant Tracking..., Onboarding, Recruiting, Talent Management, College Recruiting, Sourcing, Human Resources, Interviews, Hiring
Education
Loyola University Chicago
Masters, Human Resources
Veolia North America August 2014 - Present
United States Gypsum (USG) March 2014 - August 2014
Ventas October 2013 - December 2013
Navistar, Inc. April 2013 - June 2013
Career Education Corporation September 2012 - April 2013
Navistar Inc March 2010 - August 2012
Northern Trust March 2007 - October 2009
Rand McNally 1996 - 2006
Skills
Talent Acquisition, Applicant Tracking..., Onboarding, Recruiting, Talent Management, College Recruiting, Sourcing, Human Resources, Interviews, Hiring
Education
Loyola University Chicago
Masters, Human Resources
Marci Givan's Northern Trust Experience January 2013 - Present
Job Senior Technical Writer at Citadel LLC
Industry Information Technology and Services
Experience
Citadel LLC February 2014 - Present
Northern Trust January 2013 - Present
Harmer Associates 2014 - 2015
Northern Trust January 2013 - February 2014
Department of Veterans Affairs January 2010 - January 2013
Walgreens April 2009 - September 2009
Lincoln Financial Group January 2007 - February 2009
Jet Support Systems September 2006 - January 2007
CCH July 2006 - September 2006
CorSolutions/Matria June 2005 - May 2006
Skills
Vendor Management, Integration, Visio, Software Documentation, Requirements Analysis, Project Planning, Management, Training, Testing, Troubleshooting, Access, Technical Documentation, Leadership, Strategy, Security, Analysis, Manuals, Copy Editing, Project Management, Online Help, Servers, SDLC, Information Technology
Education
Northeastern Illinois University 1979 — 1980
Bachelor of Arts (B.A.), Communication and Media Studies
Loyola University Chicago 1977 — 1979
communications
Niles East High School 1973 — 1977
Citadel LLC February 2014 - Present
Northern Trust January 2013 - Present
Harmer Associates 2014 - 2015
Northern Trust January 2013 - February 2014
Department of Veterans Affairs January 2010 - January 2013
Walgreens April 2009 - September 2009
Lincoln Financial Group January 2007 - February 2009
Jet Support Systems September 2006 - January 2007
CCH July 2006 - September 2006
CorSolutions/Matria June 2005 - May 2006
Skills
Vendor Management, Integration, Visio, Software Documentation, Requirements Analysis, Project Planning, Management, Training, Testing, Troubleshooting, Access, Technical Documentation, Leadership, Strategy, Security, Analysis, Manuals, Copy Editing, Project Management, Online Help, Servers, SDLC, Information Technology
Education
Northeastern Illinois University 1979 — 1980
Bachelor of Arts (B.A.), Communication and Media Studies
Loyola University Chicago 1977 — 1979
communications
Niles East High School 1973 — 1977
Michele Kehoe's Northern Trust Experience March 1998 - October 2001
Job Executive Assistant to Medical Management at Cenpatico
Industry Marketing and Advertising
Experience
Cenpatico July 2008 - July 2011
Network Infrastructure Corporation May 2006 - February 2008
Muscular Dystrophy Association January 2005 - March 2006
University of Phoenix April 2003 - February 2005
Collins College January 2002 - March 2003
Northern Trust March 1998 - October 2001
Skills
Advertising, Management, Event Management, Marketing, Market Research
Education
Lewis University 1991 — 1993
Plainfield High School 1984 — 1988
Cenpatico July 2008 - July 2011
Network Infrastructure Corporation May 2006 - February 2008
Muscular Dystrophy Association January 2005 - March 2006
University of Phoenix April 2003 - February 2005
Collins College January 2002 - March 2003
Northern Trust March 1998 - October 2001
Skills
Advertising, Management, Event Management, Marketing, Market Research
Education
Lewis University 1991 — 1993
Plainfield High School 1984 — 1988
Velimir Savic's Northern Trust Experience July 2007 - July 2009
Job Adjuster at VeriClaim, Inc.
Industry Insurance
Experience
VeriClaim, Inc. August 2009 - Present
Northern Trust July 2007 - July 2009
Northern Trust Bank May 2007 - July 2009
Creative Designs Builders September 2003 - May 2007
Education
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Finance, General
VeriClaim, Inc. August 2009 - Present
Northern Trust July 2007 - July 2009
Northern Trust Bank May 2007 - July 2009
Creative Designs Builders September 2003 - May 2007
Education
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Finance, General
Ekaterina Makina's Northern Trust Experience 2007 - Present
Job Sr.Derivatives Valuations Analyst at Northen Trust Company
Industry Financial Services
Experience
Northen Trust Company August 2007 - Present
Northern Trust 2007 - Present
Skills
Derivatives, Valuation, Bloomberg Terminal, Bloomberg, Swaps
Education
Loyola University Chicago 2004 — 2007
MBA, Finance
Lomonosov Moscow State University (MSU) 1994 — 1999
M.S., Psychology Industrial/Organizational
Northen Trust Company August 2007 - Present
Northern Trust 2007 - Present
Skills
Derivatives, Valuation, Bloomberg Terminal, Bloomberg, Swaps
Education
Loyola University Chicago 2004 — 2007
MBA, Finance
Lomonosov Moscow State University (MSU) 1994 — 1999
M.S., Psychology Industrial/Organizational
Rick Mylin's Northern Trust Experience April 1988 - Present
Job Senior Vice President and Managing Director at Northern Trust
Industry Financial Services
Experience
Northern Trust April 1988 - Present
Skills
Wealth Management, Wealth Management..., Asset Allocation, Alternative Investments, Investment Advisory, Investment Strategies, Mutual Funds, Hedge Funds, Portfolio Management, Equities, Securities, Investments, Private Equity, Financial Services, Strategic Financial..., Banking, Finance, Morningstar
Education
Loyola University Chicago
Northern Trust April 1988 - Present
Skills
Wealth Management, Wealth Management..., Asset Allocation, Alternative Investments, Investment Advisory, Investment Strategies, Mutual Funds, Hedge Funds, Portfolio Management, Equities, Securities, Investments, Private Equity, Financial Services, Strategic Financial..., Banking, Finance, Morningstar
Education
Loyola University Chicago
Josette Hunt's Northern Trust Experience April 2007 - Present
Job Second Vice President at Northern Trust
Industry Banking
Experience
Northern Trust April 2007 - Present
Skills
Estate Planning, Banking, Mutual Funds, Commercial Lending
Education
Loras College 2000 — 2004
Bachelor of Arts (BA), Speech Communication and Rhetoric
Roosevelt University 1994 — 1994
Certificate, Paralegal
Northern Trust April 2007 - Present
Skills
Estate Planning, Banking, Mutual Funds, Commercial Lending
Education
Loras College 2000 — 2004
Bachelor of Arts (BA), Speech Communication and Rhetoric
Roosevelt University 1994 — 1994
Certificate, Paralegal
Daniel O'Donnell's Northern Trust Experience September 2007 - July 2014
Job Sr. Vice President / Northern Trust Hedge Fund Services
Industry Banking
Experience
The Northern Trust Company June 1992 - Present
Northern Trust September 2007 - July 2014
Northern Trust September 2004 - September 2007
Northern Trust March 2000 - September 2004
Northern Trust Corporation February 1997 - March 2000
Skills
Wealth Management, Bonds, Financial Services, Strategic Planning, Banking, Relationship Management, Management, Trust Operations, Trading, Securities, Equities, Alternative Investments, Middle Office, Derivatives, Valuation, Due Diligence, Hedge Funds, Financial Markets, Fixed Income, Series 7, Global Custody, Investment Management, Settlement, Finance, Asset Allocation, Bloomberg, Corporate Actions, Options, Capital Markets, Investment Banking, FX Options, Back Office
Education
Loras College
Finance
The Northern Trust Company June 1992 - Present
Northern Trust September 2007 - July 2014
Northern Trust September 2004 - September 2007
Northern Trust March 2000 - September 2004
Northern Trust Corporation February 1997 - March 2000
Skills
Wealth Management, Bonds, Financial Services, Strategic Planning, Banking, Relationship Management, Management, Trust Operations, Trading, Securities, Equities, Alternative Investments, Middle Office, Derivatives, Valuation, Due Diligence, Hedge Funds, Financial Markets, Fixed Income, Series 7, Global Custody, Investment Management, Settlement, Finance, Asset Allocation, Bloomberg, Corporate Actions, Options, Capital Markets, Investment Banking, FX Options, Back Office
Education
Loras College
Finance
John List's Northern Trust Experience June 2008 - Present
Job Vice President, Investment Operations Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust June 2008 - Present
Northern Trust September 2004 - May 2008
Northern Trust December 2000 - August 2004
Skills
Investment Operations, Settlement, Fund Administration, Trading, Reconciliations, Client Service, Hedge Funds, Equities, Corporate Actions, Derivatives, Mutual Funds, Loans, Securities, Asset Management, Fixed Income, Middle Office, Reconciliation, Trade Services, Statements, CDS, Transfer Agency, Analysis, Currency, Bloomberg, Confirmations, Portfolio Management, Investments, Buy-side, International Equities, Asset Managment, Global Custody, Alternative Investments, Bonds, Back Office, Financial Services
Education
University of Dayton 1996 — 2000
BS, Finance
Loyola University of Chicago 1999 — 1999
Rome Center
Northern Trust June 2008 - Present
Northern Trust September 2004 - May 2008
Northern Trust December 2000 - August 2004
Skills
Investment Operations, Settlement, Fund Administration, Trading, Reconciliations, Client Service, Hedge Funds, Equities, Corporate Actions, Derivatives, Mutual Funds, Loans, Securities, Asset Management, Fixed Income, Middle Office, Reconciliation, Trade Services, Statements, CDS, Transfer Agency, Analysis, Currency, Bloomberg, Confirmations, Portfolio Management, Investments, Buy-side, International Equities, Asset Managment, Global Custody, Alternative Investments, Bonds, Back Office, Financial Services
Education
University of Dayton 1996 — 2000
BS, Finance
Loyola University of Chicago 1999 — 1999
Rome Center
Chris Rzonca's Northern Trust Experience August 2006 - September 2013
Job ITG Senior Business Analyist (IT Program Manager)
Industry Banking
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas September 2013 - Present
Northern Trust August 2006 - September 2013
JPMorgan Chase September 1991 - August 2006
Skills
Business Analysis, Project Management, Banking, Fixed Income, Risk Management, Derivatives, FX Options, Portfolio Management, Capital Markets, Financial Risk, Equities, Financial Markets, Process Improvement
Education
Loyola University of Chicago 1990 — 1995
B.A., Economics
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas September 2013 - Present
Northern Trust August 2006 - September 2013
JPMorgan Chase September 1991 - August 2006
Skills
Business Analysis, Project Management, Banking, Fixed Income, Risk Management, Derivatives, FX Options, Portfolio Management, Capital Markets, Financial Risk, Equities, Financial Markets, Process Improvement
Education
Loyola University of Chicago 1990 — 1995
B.A., Economics
Mark Maly, CFA, CAIA's Northern Trust Experience October 2006 - Present
Job Senior Vice President Practice Lead at The Northern Trust
Industry Investment Management
Experience
Northern Trust October 2006 - Present
Mercer Investment Consulting September 2004 - October 2006
Merrill Lynch July 1999 - September 2004
J.P. Morgan - (American National Bank Aq. by JP Morgan) October 1997 - July 1999
UBS Wealth Management (PaineWebber aq, by UBS) September 1991 - October 1997
Skills
Hedge Funds, Fund Of Funds, Asset Management, Asset Allocation, Investment Advisory, Equities, Wealth Management, Private Equity, Fixed Income, Asset Managment, Alternative Investments, Bloomberg, Derivatives, High Net Worth..., Institutional..., Investment Management, Investment Strategies, Investments, Morningstar, Mutual Funds, Portfolio Management, Securities, Risk Management
Education
Loyola University of Chicago
Master of Business Administration (MBA), Finance
University of St. Francis
Bachelor of Business Administration (BBA), Accounting and Finance, Cum Laude
Northern Trust October 2006 - Present
Mercer Investment Consulting September 2004 - October 2006
Merrill Lynch July 1999 - September 2004
J.P. Morgan - (American National Bank Aq. by JP Morgan) October 1997 - July 1999
UBS Wealth Management (PaineWebber aq, by UBS) September 1991 - October 1997
Skills
Hedge Funds, Fund Of Funds, Asset Management, Asset Allocation, Investment Advisory, Equities, Wealth Management, Private Equity, Fixed Income, Asset Managment, Alternative Investments, Bloomberg, Derivatives, High Net Worth..., Institutional..., Investment Management, Investment Strategies, Investments, Morningstar, Mutual Funds, Portfolio Management, Securities, Risk Management
Education
Loyola University of Chicago
Master of Business Administration (MBA), Finance
University of St. Francis
Bachelor of Business Administration (BBA), Accounting and Finance, Cum Laude
Liz (Johnson) Boeckmann's Northern Trust Experience February 2005 - May 2011
Job Senior Vice President, Head of Business Management, Institutional Group at Northern Trust
Industry Investment Management
Experience
Northern Trust Asset Management May 2015 - Present
Northern Trust Asset Management April 2011 - Present
Northern Trust February 2005 - May 2011
Northern Trust May 2000 - February 2005
Education
Loyola University Chicago
BA, Finance
Northern Trust Asset Management May 2015 - Present
Northern Trust Asset Management April 2011 - Present
Northern Trust February 2005 - May 2011
Northern Trust May 2000 - February 2005
Education
Loyola University Chicago
BA, Finance
Lori Rago's Northern Trust Experience June 1987 - Present
Job Senior Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust June 1987 - Present
Education
Lewis University 1987 — 1989
Master of Business Administration (M.B.A.)
Northern Illinois University 1981 — 1983
Bachelor of Science (B.S.), Computer Science
Northern Trust June 1987 - Present
Education
Lewis University 1987 — 1989
Master of Business Administration (M.B.A.)
Northern Illinois University 1981 — 1983
Bachelor of Science (B.S.), Computer Science
Joanne Dodd's Northern Trust Experience August 2009 - March 2014
Job Senior Vice President / Relationship Manager at Capital Group
Industry Investment Management
Experience
Capital Group March 2014 - Present
Northern Trust August 2009 - March 2014
UBS Global Asset Management January 2003 - August 2009
State Street Research January 1998 - December 2002
Ennis Knupp & Associates 1984 - 1993
Education
Loyola University of Chicago 1985 — 1988
MBA
Elmhurst College 1980 — 1984
BS, Finance/Economics
Capital Group March 2014 - Present
Northern Trust August 2009 - March 2014
UBS Global Asset Management January 2003 - August 2009
State Street Research January 1998 - December 2002
Ennis Knupp & Associates 1984 - 1993
Education
Loyola University of Chicago 1985 — 1988
MBA
Elmhurst College 1980 — 1984
BS, Finance/Economics
John Lindberg, CFA's Northern Trust Experience February 2010 - Present
Job New Business Consultant North America Fund Administration at Northern Trust Company
Industry Financial Services
Experience
Northern Trust February 2010 - Present
Northern Trust March 2009 - February 2010
Northern Trust April 2008 - March 2009
Northern Trust February 2006 - April 2008
KemperSports Management April 2005 - February 2006
Skills
Hedge Funds, Financial Reporting, Reconciliation, Accounting, Bloomberg, Excel, Fund Accounting, Fund Administration, Account Reconciliation, Investments, Equities, Microsoft Excel, Securities, Mutual Funds, Asset Management, Alternative Investments, Fixed Income
Education
Quinlan School of Business, Loyola University Chicago 2006 — 2008
MBA, Finance and International Business
Loyola University Chicago 2001 — 2005
BBA, Finance and Economics
Northern Trust February 2010 - Present
Northern Trust March 2009 - February 2010
Northern Trust April 2008 - March 2009
Northern Trust February 2006 - April 2008
KemperSports Management April 2005 - February 2006
Skills
Hedge Funds, Financial Reporting, Reconciliation, Accounting, Bloomberg, Excel, Fund Accounting, Fund Administration, Account Reconciliation, Investments, Equities, Microsoft Excel, Securities, Mutual Funds, Asset Management, Alternative Investments, Fixed Income
Education
Quinlan School of Business, Loyola University Chicago 2006 — 2008
MBA, Finance and International Business
Loyola University Chicago 2001 — 2005
BBA, Finance and Economics
Bryan Magro's Northern Trust Experience February 2001 - October 2004
Job Project Manager at United Airlines
Industry Financial Services
Experience
United Airlines March 2012 - Present
The Northern Trust October 2004 - March 2012
Northern Trust February 2001 - October 2004
Northern Trust December 1997 - February 2001
American Trans Air October 1995 - December 1996
Skills
Business Analysis, Market Analysis, Product Lifecycle..., Finance, Product Management, Project Management, Management, Product Development
Education
Saint Xavier University 2004 — 2007
Master of Business Administration (MBA), Finance, General, 3.9/4.0
Lewis University 1993 — 1995
Bachelor of Science (B.S.), Aviation Maintenance Management, 3.85/4.0
United Airlines March 2012 - Present
The Northern Trust October 2004 - March 2012
Northern Trust February 2001 - October 2004
Northern Trust December 1997 - February 2001
American Trans Air October 1995 - December 1996
Skills
Business Analysis, Market Analysis, Product Lifecycle..., Finance, Product Management, Project Management, Management, Product Development
Education
Saint Xavier University 2004 — 2007
Master of Business Administration (MBA), Finance, General, 3.9/4.0
Lewis University 1993 — 1995
Bachelor of Science (B.S.), Aviation Maintenance Management, 3.85/4.0
Nancy Szymula's Northern Trust Experience March 2002 - June 2006
Job Director Supervisory Officer at UBS Wealth Management
Industry Financial Services
Experience
BMO Harris Financial Advisors June 2006 - September 2012
Northern Trust March 2002 - June 2006
Northern Trust March 2000 - March 2002
Smith Barney 1998 - 2000
Charles Schwab 1985 - 1997
Skills
AML, Wealth Management, Banking, Equities, Advisory
Education
Loyola University of Chicago 1979 — 1983
bba, marketing
BMO Harris Financial Advisors June 2006 - September 2012
Northern Trust March 2002 - June 2006
Northern Trust March 2000 - March 2002
Smith Barney 1998 - 2000
Charles Schwab 1985 - 1997
Skills
AML, Wealth Management, Banking, Equities, Advisory
Education
Loyola University of Chicago 1979 — 1983
bba, marketing
Karen Beata Kautzky's Northern Trust Experience 2000 - November 2014
Job Treasury Management Specialist / Vendor Manager
Industry Banking
Experience
Northern Trust 2000 - November 2014
Skills
Treasury Management, Product Management, Vendor Management, Accounts Payable &..., Banking, Bank Operations, Relationship Management, Remote Deposit Capture, Treasury Services, Payments, Commercial Banking, Business Analysis, Cash Management, Financial Services, Project Management, Risk Management, Management, Financial Analysis, Portfolio Management
Education
Loyola University Chicago
Business Administration, Management and Operations
Northern Trust 2000 - November 2014
Skills
Treasury Management, Product Management, Vendor Management, Accounts Payable &..., Banking, Bank Operations, Relationship Management, Remote Deposit Capture, Treasury Services, Payments, Commercial Banking, Business Analysis, Cash Management, Financial Services, Project Management, Risk Management, Management, Financial Analysis, Portfolio Management
Education
Loyola University Chicago
Business Administration, Management and Operations
Anna Liza Moran's Northern Trust Experience May 1996 - Present
Job Process Consultant at Northern Trust
Industry Investment Banking
Experience
Northern Trust May 1996 - Present
Northern Trust May 1996 - November 2007
Education
Loyola University Chicago
B.B.A., Finance
Northern Trust May 1996 - Present
Northern Trust May 1996 - November 2007
Education
Loyola University Chicago
B.B.A., Finance
Kathryn Sedlacko's Northern Trust Experience November 2012 - Present
Job
Industry Banking
Experience
Northern Trust November 2012 - Present
Education
Quinlan School of Business, Loyola University Chicago 2006 — 2007
MBA
Loyola University Chicago 2002 — 2006
BBA
Northern Trust November 2012 - Present
Education
Quinlan School of Business, Loyola University Chicago 2006 — 2007
MBA
Loyola University Chicago 2002 — 2006
BBA
Catherine Leyba's Northern Trust Experience September 2002 - September 2005
Job Data Specialist
Industry Hospital & Health Care
Experience
College of American Pathologists (CAP) November 2012 - Present
College of American Pathologists (CAP) June 2008 - November 2012
US Foods September 2005 - April 2008
Northern Trust September 2002 - September 2005
Cambridge Educational Services April 2002 - December 2002
NutriMed International 2001 - March 2002
La Leche League International 1998 - 2000
Skills
Code Review, Data Analysis, Data Management, Employee Wellness, Bilingual, Oracle E-Business Suite, FileMaker, Training, Microsoft Office, Documentations, Customer Service, Public Speaking, Team-oriented, Leadership, Hands-on Training, Training Material, Employee Training
Education
The University of Chicago 2010 — 2012
Graduate Student at Large, Business
University of Chicago Graham School of Continuing Liberal and Professional Studies
Certificate, Financial Decision Making
Loyola University of Chicago
Bachelor of Arts (BA), Sociology
College of American Pathologists (CAP) November 2012 - Present
College of American Pathologists (CAP) June 2008 - November 2012
US Foods September 2005 - April 2008
Northern Trust September 2002 - September 2005
Cambridge Educational Services April 2002 - December 2002
NutriMed International 2001 - March 2002
La Leche League International 1998 - 2000
Skills
Code Review, Data Analysis, Data Management, Employee Wellness, Bilingual, Oracle E-Business Suite, FileMaker, Training, Microsoft Office, Documentations, Customer Service, Public Speaking, Team-oriented, Leadership, Hands-on Training, Training Material, Employee Training
Education
The University of Chicago 2010 — 2012
Graduate Student at Large, Business
University of Chicago Graham School of Continuing Liberal and Professional Studies
Certificate, Financial Decision Making
Loyola University of Chicago
Bachelor of Arts (BA), Sociology
Bessie Koerner's Northern Trust Experience September 2012 - October 2013
Job Manager, IT Support at Northern Trust Hedge Fund Services
Industry Financial Services
Experience
Northern Trust Hedge Fund Services October 2013 - Present
Northern Trust September 2012 - October 2013
Northern Trust August 2008 - September 2012
Quarry Point Partners, LLC July 2004 - October 2006
Bank One July 2002 - July 2004
ABN AMRO 1999 - 2002
Skills
FX, Business Process Analyst, Banking, Business Analysis, Securities, Leveraged Loans, FATCA, Alternative Investments, Program Management, Process Optimization, Equities, Fund Administration, FX Options, Derivatives, Leveraged Finance
Education
Loyola University Chicago 2001 — 2004
Northern Trust Hedge Fund Services October 2013 - Present
Northern Trust September 2012 - October 2013
Northern Trust August 2008 - September 2012
Quarry Point Partners, LLC July 2004 - October 2006
Bank One July 2002 - July 2004
ABN AMRO 1999 - 2002
Skills
FX, Business Process Analyst, Banking, Business Analysis, Securities, Leveraged Loans, FATCA, Alternative Investments, Program Management, Process Optimization, Equities, Fund Administration, FX Options, Derivatives, Leveraged Finance
Education
Loyola University Chicago 2001 — 2004
Jeff Van Spankeren's Northern Trust Experience 1986 - 1988
Job Principal at Digital Benefit Advisors (formerly Linden Group Health Services)
Industry Insurance
Experience
Linden Group Health Services (a Digital Benefit Advisors Company) 1988 - Present
Northern Trust 1986 - 1988
Skills
Employee Benefits, Health Insurance, Insurance, Strategic Planning, Negotiation, Business Strategy, Compliance, Customer Service, Business Development, Disability Insurance, Management, Sales, Account Management, Team Building, Sales Management, Life Insurance
Education
Loyola University of Chicago 1984 — 1988
B.S., Marketing and Economics
Linden Group Health Services (a Digital Benefit Advisors Company) 1988 - Present
Northern Trust 1986 - 1988
Skills
Employee Benefits, Health Insurance, Insurance, Strategic Planning, Negotiation, Business Strategy, Compliance, Customer Service, Business Development, Disability Insurance, Management, Sales, Account Management, Team Building, Sales Management, Life Insurance
Education
Loyola University of Chicago 1984 — 1988
B.S., Marketing and Economics
Deborah Bormann, MSA's Northern Trust Experience October 2004 - October 2006
Job Owner Bee At Ease Professional Accounting Comupter Expertise, Organizing & Personalizing Services
Industry Accounting
Experience
Bee At Ease January 2004 - Present
Department of Defense - Defense Contract Audit Agency May 2009 - January 2011
Ultimate Escapes October 2006 - May 2009
Northern Trust October 2004 - October 2006
Verizon October 1993 - 2004
Skills
Event Management, Public Speaking, Negotiation, Customer Service, Microsoft Office, Excel, Word, Customer Relations, PowerPoint, Accounting, Space Planning, Budgeting, Research, Strategic Planning, Access, Photoshop, Problem Solving, English, Financial Reporting, HTML, Financial Analysis, Writing, Inventory Management, Social Media, Analysis, Business Strategy, Mergers, Public Relations, Change Management, Outlook, Administration, Auditing, Windows, Advertising, Planning, Marketing Strategy, Teamwork, Coaching, Management Consulting, Business Planning, Business Analysis, Team Building, Team Leadership
Education
Liberty University 2011 — 2013
Masters of Science, Accounting (MSA), Accounting, 3.9 GPA
University of South Florida 2007 — 2009
Bachelor of Science (B.S.), Accounting
Nova Southeastern University 1997 — 2000
Bachelor of Science (B.S.), Accounting and Business/Management
Bee At Ease January 2004 - Present
Department of Defense - Defense Contract Audit Agency May 2009 - January 2011
Ultimate Escapes October 2006 - May 2009
Northern Trust October 2004 - October 2006
Verizon October 1993 - 2004
Skills
Event Management, Public Speaking, Negotiation, Customer Service, Microsoft Office, Excel, Word, Customer Relations, PowerPoint, Accounting, Space Planning, Budgeting, Research, Strategic Planning, Access, Photoshop, Problem Solving, English, Financial Reporting, HTML, Financial Analysis, Writing, Inventory Management, Social Media, Analysis, Business Strategy, Mergers, Public Relations, Change Management, Outlook, Administration, Auditing, Windows, Advertising, Planning, Marketing Strategy, Teamwork, Coaching, Management Consulting, Business Planning, Business Analysis, Team Building, Team Leadership
Education
Liberty University 2011 — 2013
Masters of Science, Accounting (MSA), Accounting, 3.9 GPA
University of South Florida 2007 — 2009
Bachelor of Science (B.S.), Accounting
Nova Southeastern University 1997 — 2000
Bachelor of Science (B.S.), Accounting and Business/Management
Annamae Martinez's Northern Trust Experience September 1999 - Present
Job Human Resource Consultant
Industry Banking
Experience
Northern Trust September 1999 - Present
Everen Securities 1997 - 1999
Skills
Organizational Learning, Talent Management
Education
Loyola University of Chicago
Masters in Organization Development
Northern Trust September 1999 - Present
Everen Securities 1997 - 1999
Skills
Organizational Learning, Talent Management
Education
Loyola University of Chicago
Masters in Organization Development
William Suh's Northern Trust Experience 2008 - March 2015
Job Risk Management Analytics at MSCI
Industry Financial Services
Experience
MSCI Inc. April 2015 - Present
Northern Trust 2008 - March 2015
The University of Chicago October 2006 - June 2008
Chinatrust Capital Corp.,USA October 2005 - May 2007
Robert Half September 2004 - October 2005
Allston Trading LLC March 2003 - July 2004
RBC Capital Markets February 2001 - April 2002
RBC Capital Markets October 1998 - February 2001
Skills
Fixed Income, Market Risk, Equities, Trading, Equity Derivatives, VAR, Portfolio Optimization, Monte Carlo Simulation, Risk Management, Portfolio Management
Education
The University of Chicago 2006 — 2008
M.S., Financial Mathematics
Louisiana State University 1990 — 1993
BSBA, Accounting
Weatherhead School of Management at Case Western Reserve University
MSCI Inc. April 2015 - Present
Northern Trust 2008 - March 2015
The University of Chicago October 2006 - June 2008
Chinatrust Capital Corp.,USA October 2005 - May 2007
Robert Half September 2004 - October 2005
Allston Trading LLC March 2003 - July 2004
RBC Capital Markets February 2001 - April 2002
RBC Capital Markets October 1998 - February 2001
Skills
Fixed Income, Market Risk, Equities, Trading, Equity Derivatives, VAR, Portfolio Optimization, Monte Carlo Simulation, Risk Management, Portfolio Management
Education
The University of Chicago 2006 — 2008
M.S., Financial Mathematics
Louisiana State University 1990 — 1993
BSBA, Accounting
Weatherhead School of Management at Case Western Reserve University
Joe Levigne's Northern Trust Experience 2004 - 2014
Job Vice President Internal Audit at Discover Financial Services
Industry Banking
Experience
Discover Financial Services 2014 - Present
Northern Trust 2004 - 2014
J.P. Morgan 2003 - 2004
Bank of America 1997 - 2003
Federal Home Loan Bank of Chicago 1994 - 1997
Continental Illinois National Bank 1989 - 1994
First National Bank of Chicago 1983 - 1989
EY 1980 - 1983
Skills
Capital Markets, Banking, Portfolio Management, Asset Management, Derivatives, Hedge Funds, Securities, Audit Committee, Executive Reporting, Internal Audit, Internal Controls, AML, Anti Money Laundering, Financial Analysis, Risk Management
Education
Lewis University
Bachelor's Degree, Accounting
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.), Finance
Discover Financial Services 2014 - Present
Northern Trust 2004 - 2014
J.P. Morgan 2003 - 2004
Bank of America 1997 - 2003
Federal Home Loan Bank of Chicago 1994 - 1997
Continental Illinois National Bank 1989 - 1994
First National Bank of Chicago 1983 - 1989
EY 1980 - 1983
Skills
Capital Markets, Banking, Portfolio Management, Asset Management, Derivatives, Hedge Funds, Securities, Audit Committee, Executive Reporting, Internal Audit, Internal Controls, AML, Anti Money Laundering, Financial Analysis, Risk Management
Education
Lewis University
Bachelor's Degree, Accounting
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.), Finance
Raymund O. Reyes's Northern Trust Experience September 1997 - April 1999
Job Senior Business Architect at Pegasystems
Industry Information Technology and Services
Experience
Pegasystems June 2015 - Present
iRise February 2015 - May 2015
iRise July 2010 - February 2015
Deloitte October 2008 - July 2010
Deloitte May 2007 - October 2008
HCSC September 2006 - May 2007
Accenture April 1999 - August 2006
Northern Trust September 1997 - April 1999
Skills
SDLC, Business Analysis, Business Process, Integration, Requirements Gathering, Project Management, Analysis, Consulting, Requirements Analysis, Business Process..., Business Process..., Agile Methodologies, Management Consulting, Visio, Enterprise Software, Process Improvement, CMMI, Change Management, ERP, SAP, Leadership, Business Intelligence, IT Strategy
Education
Loyola University Chicago 1993 — 1997
B.B.A., Finance
Pegasystems June 2015 - Present
iRise February 2015 - May 2015
iRise July 2010 - February 2015
Deloitte October 2008 - July 2010
Deloitte May 2007 - October 2008
HCSC September 2006 - May 2007
Accenture April 1999 - August 2006
Northern Trust September 1997 - April 1999
Skills
SDLC, Business Analysis, Business Process, Integration, Requirements Gathering, Project Management, Analysis, Consulting, Requirements Analysis, Business Process..., Business Process..., Agile Methodologies, Management Consulting, Visio, Enterprise Software, Process Improvement, CMMI, Change Management, ERP, SAP, Leadership, Business Intelligence, IT Strategy
Education
Loyola University Chicago 1993 — 1997
B.B.A., Finance
Harry Roesler's Northern Trust Experience 1993 - 1995
Job at HCSC
Industry Insurance
Experience
HCSC 2007 - Present
ABN-AMRO Services Company 1995 - 2005
Northern Trust 1993 - 1995
UNOCAL 1980 - 1992
Education
Loyola University Chicago
BS, Biology
HCSC 2007 - Present
ABN-AMRO Services Company 1995 - 2005
Northern Trust 1993 - 1995
UNOCAL 1980 - 1992
Education
Loyola University Chicago
BS, Biology
Carmina Valdivieso's Northern Trust Experience Senior Executive RecruiterFirst Chicago1977 - 1998
Job Vice President Talent Acquisition Consultant at Northern Trust
Industry Banking
Experience
Northern Trust Senior Executive RecruiterFirst Chicago1977 - 1998
Skills
Asset Management, Wealth Management, Asset Allocation, Succession Planning, Human Resource..., Financial Services, Private Banking, Alternative Investments, Human Resources, Investment Advisory, Hedge Funds, Securities, Mutual Funds, Fixed Income, Wealth Management...
Education
Loyola University Chicago
BA, Psychology
Northern Trust Senior Executive RecruiterFirst Chicago1977 - 1998
Skills
Asset Management, Wealth Management, Asset Allocation, Succession Planning, Human Resource..., Financial Services, Private Banking, Alternative Investments, Human Resources, Investment Advisory, Hedge Funds, Securities, Mutual Funds, Fixed Income, Wealth Management...
Education
Loyola University Chicago
BA, Psychology
John Stathopoulos's Northern Trust Experience March 2001 - September 2003
Job Agency Principal at Asco Insurance Services, Inc.
Industry Insurance
Experience
Asco Insurance Services, Inc. December 2003 - Present
Northern Trust March 2001 - September 2003
Skills
Risk Management, Insurance, Financial Risk, Finance, Banking, Accounting, Negotiation, Financial Analysis, Investments, Loans, Underwriting, Portfolio Management, Sales, Investment Advisory, Wealth Management, Financial Services, Strategic Financial..., Commercial Insurance, Credit, Retirement Planning, Mutual Funds, Property & Casualty..., Retirement, Fixed Annuities, Life Insurance, Asset Allocation
Education
Loyola University Chicago 1995 — 1999
B.B.A., Finance
Loyola Academy 1991 — 1995
Asco Insurance Services, Inc. December 2003 - Present
Northern Trust March 2001 - September 2003
Skills
Risk Management, Insurance, Financial Risk, Finance, Banking, Accounting, Negotiation, Financial Analysis, Investments, Loans, Underwriting, Portfolio Management, Sales, Investment Advisory, Wealth Management, Financial Services, Strategic Financial..., Commercial Insurance, Credit, Retirement Planning, Mutual Funds, Property & Casualty..., Retirement, Fixed Annuities, Life Insurance, Asset Allocation
Education
Loyola University Chicago 1995 — 1999
B.B.A., Finance
Loyola Academy 1991 — 1995
Chris Zerbo's Northern Trust Experience September 2012 - Present
Job Investment Operations Specialist at Northern Trust
Industry Financial Services
Experience
Northern Trust September 2012 - Present
Polen Capital Management July 2004 - October 2011
Neuberger Berman May 1998 - May 2004
Skills
Excel, Word, Customer Service, Mutual Funds, Customer Relations, Trading, Problem Solving, Reconciliation, Operations Management, Advent, REX, ACD, Microsoft Excel, Account Reconciliation, APX, Microsoft Word, Bloomberg, Equities, Hedge Funds, Securities, Asset Management, Portfolio Management
Education
LIU Post 1985 — 1989
Bachelors, Communications
Northern Trust September 2012 - Present
Polen Capital Management July 2004 - October 2011
Neuberger Berman May 1998 - May 2004
Skills
Excel, Word, Customer Service, Mutual Funds, Customer Relations, Trading, Problem Solving, Reconciliation, Operations Management, Advent, REX, ACD, Microsoft Excel, Account Reconciliation, APX, Microsoft Word, Bloomberg, Equities, Hedge Funds, Securities, Asset Management, Portfolio Management
Education
LIU Post 1985 — 1989
Bachelors, Communications
Bill Rohaly's Northern Trust Experience 2002 - 2012
Job Technical Writer / Content Developer at UnitedHealth Group
Industry Professional Training & Coaching
Experience
UnitedHealth Group, Minneapolis October 2013 - Present
U.S. Cellular May 2013 - Present
Northern Trust 2002 - 2012
SunGard Availability Services SunGard Planning Solutions 1994 - 2001
Skills
Business Analysis, Vendor Management, Program Management, Project Management, Process Improvement, Change Management, Marketing Communications, Marketing, Strategic Planning, Marketing Strategy, Content Management, Strategic Partnerships, Product Management, Leadership, Social Media, Team Leadership, Team Building, Instructional Design, Needs Analysis, Gap Analysis, Classroom Delivery, Survey Design, Newsletters, Employee Training, Account Management, Management, Consulting, Sales, Management Consulting, Strategy, Business Process...
Education
Loyola University of Chicago
BA
Marian Catholic High School
UnitedHealth Group, Minneapolis October 2013 - Present
U.S. Cellular May 2013 - Present
Northern Trust 2002 - 2012
SunGard Availability Services SunGard Planning Solutions 1994 - 2001
Skills
Business Analysis, Vendor Management, Program Management, Project Management, Process Improvement, Change Management, Marketing Communications, Marketing, Strategic Planning, Marketing Strategy, Content Management, Strategic Partnerships, Product Management, Leadership, Social Media, Team Leadership, Team Building, Instructional Design, Needs Analysis, Gap Analysis, Classroom Delivery, Survey Design, Newsletters, Employee Training, Account Management, Management, Consulting, Sales, Management Consulting, Strategy, Business Process...
Education
Loyola University of Chicago
BA
Marian Catholic High School
Bryan Kumzi's Northern Trust Experience June 1995 - May 1997
Job at Job Resource, LLC
Industry Information Technology and Services
Experience
Job Resource, LLC January 2008 - Present
Operartion Gaming August 2007 - January 2009
Blue Cross Blue Shield of IL May 1997 - March 2002
Northern Trust June 1995 - May 1997
Education
Loyola University Chicago
Job Resource, LLC January 2008 - Present
Operartion Gaming August 2007 - January 2009
Blue Cross Blue Shield of IL May 1997 - March 2002
Northern Trust June 1995 - May 1997
Education
Loyola University Chicago
Helen Makrias's Northern Trust Experience March 2004 - December 2014
Job Experienced Business Analyst
Industry Banking
Experience
Northern Trust March 2004 - December 2014
CME Group May 2003 - March 2004
Associated Bank January 2003 - May 2003
US Railroad Retirement Board April 2002 - September 2002
mpct Solutions December 1990 - February 2002
Skills
Business Analysis, Risk Management, SDLC, Program Management, Banking, Financial Services, Vendor Management, Fixed Income, Process Improvement, Quality Assurance, Project Management, Requirements Analysis, Derivatives, Analysis, Requirements Gathering, Capital Markets, Testing, Equities, PMO, Visio, Business Process..., Change Management, Portfolio Management, User Acceptance Testing, Business Requirements, Relationship Management, Bloomberg, IT Strategy, Alternative Investments, Mutual Funds, Back Office, Hedge Funds, Securities, Asset Management, Trading Systems, Asset Allocation, Middle Office, Investment Management, Financial Risk, Electronic Trading, Trading, Investments, Settlement, Options, Treasury Management, Financial Markets, Corporate Actions, Finance, Client Services, Cash Management
Education
Loyola University of Chicago
Liberal Arts and Sciences/Liberal Studies
Northern Trust March 2004 - December 2014
CME Group May 2003 - March 2004
Associated Bank January 2003 - May 2003
US Railroad Retirement Board April 2002 - September 2002
mpct Solutions December 1990 - February 2002
Skills
Business Analysis, Risk Management, SDLC, Program Management, Banking, Financial Services, Vendor Management, Fixed Income, Process Improvement, Quality Assurance, Project Management, Requirements Analysis, Derivatives, Analysis, Requirements Gathering, Capital Markets, Testing, Equities, PMO, Visio, Business Process..., Change Management, Portfolio Management, User Acceptance Testing, Business Requirements, Relationship Management, Bloomberg, IT Strategy, Alternative Investments, Mutual Funds, Back Office, Hedge Funds, Securities, Asset Management, Trading Systems, Asset Allocation, Middle Office, Investment Management, Financial Risk, Electronic Trading, Trading, Investments, Settlement, Options, Treasury Management, Financial Markets, Corporate Actions, Finance, Client Services, Cash Management
Education
Loyola University of Chicago
Liberal Arts and Sciences/Liberal Studies
Susan Just's Northern Trust Experience November 2011 - Present
Job Sr. Vice President Risk Management at Northern Trust
Industry Banking
Experience
Northern Trust November 2011 - Present
First Chicago Bank & Trust June 2009 - November 2011
Starshak Winzenburg and Co. January 2008 - June 2009
JPMorgan February 2001 - September 2007
Bank One June 1996 - February 2001
Skills
Portfolio Management, Credit Risk, Credit, Loans, Banking, Valuation, Financial Analysis, Financial Structuring, Securitization, Securities, Restructuring, Strategy, Credit Analysis, Capital Markets, Commercial Banking, Commercial Lending, Risk Management, Financial Modeling, Fixed Income, Underwriting, Due Diligence, Structured Finance, Derivatives
Education
Northwestern University - Kellogg School of Management 1998 — 2001
MBA, Finance, Management & Strategy
Loyola University Chicago
BBA, Marketing
Northern Trust November 2011 - Present
First Chicago Bank & Trust June 2009 - November 2011
Starshak Winzenburg and Co. January 2008 - June 2009
JPMorgan February 2001 - September 2007
Bank One June 1996 - February 2001
Skills
Portfolio Management, Credit Risk, Credit, Loans, Banking, Valuation, Financial Analysis, Financial Structuring, Securitization, Securities, Restructuring, Strategy, Credit Analysis, Capital Markets, Commercial Banking, Commercial Lending, Risk Management, Financial Modeling, Fixed Income, Underwriting, Due Diligence, Structured Finance, Derivatives
Education
Northwestern University - Kellogg School of Management 1998 — 2001
MBA, Finance, Management & Strategy
Loyola University Chicago
BBA, Marketing
Christian Burns's Northern Trust Experience February 2008 - April 2009
Job Project Manager at Futrend Technology Inc.
Industry Accounting
Experience
Futrend Technology Inc. December 2011 - Present
Futrend Technology Inc. June 2009 - December 2011
Northern Trust February 2008 - April 2009
Envestnet Asset Management September 2007 - February 2008
Healthcare Services Group May 2007 - September 2007
Skills
Accounting, Mutual Funds, Financial Analysis, Process Improvement, Financial Reporting, Program Management, Budgets, Microsoft Excel, Business Development, Quality Assurance, Microsoft Office, Networking, Customer Service, Data Analysis, Leadership, Finance, Forecasting
Education
Loyola University Chicago 2003 — 2007
BBA, Economics
Futrend Technology Inc. December 2011 - Present
Futrend Technology Inc. June 2009 - December 2011
Northern Trust February 2008 - April 2009
Envestnet Asset Management September 2007 - February 2008
Healthcare Services Group May 2007 - September 2007
Skills
Accounting, Mutual Funds, Financial Analysis, Process Improvement, Financial Reporting, Program Management, Budgets, Microsoft Excel, Business Development, Quality Assurance, Microsoft Office, Networking, Customer Service, Data Analysis, Leadership, Finance, Forecasting
Education
Loyola University Chicago 2003 — 2007
BBA, Economics
Erica Navarro's Northern Trust Experience August 2013 - June 2015
Job Corporate Paralegal at Mayer Brown LLP
Industry Legal Services
Experience
Mayer Brown LLP June 2015 - Present
Northern Trust August 2013 - June 2015
Chapman and Cutler LLP August 1996 - August 2013
Jones, Day, Reavis & Pogue 1994 - 1996
Law Offices of Peter Canalia 1991 - 1994
Skills
Westlaw, Legal Assistance, Legal Writing, Legal Research, Corporate Law, Courts, Wordperfect, Bankruptcy, Lexis, Microsoft Excel
Education
Loyola University of Chicago 1994 — 2000
Finance
thornton Fractional South 1989 — 1992
Mayer Brown LLP June 2015 - Present
Northern Trust August 2013 - June 2015
Chapman and Cutler LLP August 1996 - August 2013
Jones, Day, Reavis & Pogue 1994 - 1996
Law Offices of Peter Canalia 1991 - 1994
Skills
Westlaw, Legal Assistance, Legal Writing, Legal Research, Corporate Law, Courts, Wordperfect, Bankruptcy, Lexis, Microsoft Excel
Education
Loyola University of Chicago 1994 — 2000
Finance
thornton Fractional South 1989 — 1992
Tas Valas's Northern Trust Experience May 1988 - December 1998
Job Area Controller at Camping World and Good Sam
Industry Automotive
Experience
Camping World and Good Sam February 2014 - Present
The Chubby Bull Frog Bar & Grill May 2011 - Present
Valas Financial Services September 2010 - Present
DES Employment Group - NW Chicago Branch June 2011 - June 2014
Nissan Of St Charles November 2011 - February 2014
Gateway Auto Group December 1998 - August 2010
Northern Trust May 1988 - December 1998
Skills
Sales Management, Marketing Strategy, Strategic Planning, Negotiation, New Business Development, Financial Analysis, Finance
Education
Loyola University Chicago 1984 — 1988
Business Administration, Finance
Gordon Technical High School 1978 — 1982
Camping World and Good Sam February 2014 - Present
The Chubby Bull Frog Bar & Grill May 2011 - Present
Valas Financial Services September 2010 - Present
DES Employment Group - NW Chicago Branch June 2011 - June 2014
Nissan Of St Charles November 2011 - February 2014
Gateway Auto Group December 1998 - August 2010
Northern Trust May 1988 - December 1998
Skills
Sales Management, Marketing Strategy, Strategic Planning, Negotiation, New Business Development, Financial Analysis, Finance
Education
Loyola University Chicago 1984 — 1988
Business Administration, Finance
Gordon Technical High School 1978 — 1982
Richard Skweres's Northern Trust Experience August 2013 - Present
Job Senior Fiduciary Risk Compliance Consultant at Northern Trust
Industry Financial Services
Experience
Northern Trust August 2013 - Present
Roetzel & Andress October 2011 - July 2013
Lewis, Overbeck & Furman, LLP January 2001 - September 2011
T.T.C., Illinois, Inc. December 1995 - January 2001
Skills
Employee Benefits, Executive Compensation, ERISA, Mergers & Acquisitions, Employment Law, Executive Pay, Qualified Retirement..., Health & Welfare..., Corporate Law, Corporate Governance, Defined Benefit, Legal Compliance, Retirement Planning, Legal Research
Education
The John Marshall Law School 2000 — 2003
LLM, Employee Benefits
Loyola University Chicago School of Law 1992 — 1995
Doctor of Law (J.D.)
Loyola University Chicago 1988 — 1992
BA, Political Science, English, Business
Northern Trust August 2013 - Present
Roetzel & Andress October 2011 - July 2013
Lewis, Overbeck & Furman, LLP January 2001 - September 2011
T.T.C., Illinois, Inc. December 1995 - January 2001
Skills
Employee Benefits, Executive Compensation, ERISA, Mergers & Acquisitions, Employment Law, Executive Pay, Qualified Retirement..., Health & Welfare..., Corporate Law, Corporate Governance, Defined Benefit, Legal Compliance, Retirement Planning, Legal Research
Education
The John Marshall Law School 2000 — 2003
LLM, Employee Benefits
Loyola University Chicago School of Law 1992 — 1995
Doctor of Law (J.D.)
Loyola University Chicago 1988 — 1992
BA, Political Science, English, Business
Carl Beckman's Northern Trust Experience October 1985 - December 1997
Job Senior Vice President Director of Strategic Development
Industry Financial Services
Experience
Northern Trust Asset Management December 2009 - Present
Northern Trust Global Investments January 1998 - December 2009
Northern Trust October 1985 - December 1997
Skills
Asset Managment, Strategic Planning, Market Research, M&A experience, Finance, International Auditing, Business Analysis, Corporate Finance, Mutual Funds, Business Strategy, Financial Modeling, Mergers, Mergers & Acquisitions, Valuation, Auditing, Financial Analysis, Analysis, Asset Management
Education
Loyola University of Chicago - Graduate School of Business 1985 — 1989
MBA, Finance
Loyola University of Chicago 1981 — 1984
Bachelor of Business Administration (BBA), Finance, Cum Laude
Northern Trust Asset Management December 2009 - Present
Northern Trust Global Investments January 1998 - December 2009
Northern Trust October 1985 - December 1997
Skills
Asset Managment, Strategic Planning, Market Research, M&A experience, Finance, International Auditing, Business Analysis, Corporate Finance, Mutual Funds, Business Strategy, Financial Modeling, Mergers, Mergers & Acquisitions, Valuation, Auditing, Financial Analysis, Analysis, Asset Management
Education
Loyola University of Chicago - Graduate School of Business 1985 — 1989
MBA, Finance
Loyola University of Chicago 1981 — 1984
Bachelor of Business Administration (BBA), Finance, Cum Laude
Tom Jaeggin's Northern Trust Experience February 1989 - Present
Job Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust February 1989 - Present
Skills
Fixed Income, Asset Management, Derivatives, Equities, Project Management, Securities, SDLC, Process Improvement, Cross-functional Team..., Financial Services, Corporate Actions, Settlement, Back Office, Middle Office
Education
Loyola University Chicago
Purdue University
Northern Trust February 1989 - Present
Skills
Fixed Income, Asset Management, Derivatives, Equities, Project Management, Securities, SDLC, Process Improvement, Cross-functional Team..., Financial Services, Corporate Actions, Settlement, Back Office, Middle Office
Education
Loyola University Chicago
Purdue University
Jadwiga (Jady) Ras's Northern Trust Experience May 2006 - August 2007
Job Defined Contribution Administrator
Industry Financial Services
Experience
First American Bank July 2013 - April 2014
Wireless Concepts International, LLC August 2007 - June 2013
Northern Trust May 2006 - August 2007
Northern Trust August 2000 - April 2006
Education
Loyola University of Chicago 1996 — 2000
Bachelor of Business Administration (BBA), Finance
First American Bank July 2013 - April 2014
Wireless Concepts International, LLC August 2007 - June 2013
Northern Trust May 2006 - August 2007
Northern Trust August 2000 - April 2006
Education
Loyola University of Chicago 1996 — 2000
Bachelor of Business Administration (BBA), Finance
Ana E Solis's Northern Trust Experience August 2002 - April 2014
Job Second Vice President Account Manager at Northern Trust Company
Industry Financial Services
Experience
Northern Trust Corporation May 2014 - Present
Northern Trust August 2002 - April 2014
Washington Mutual Bank May 1996 - August 2002
Skills
Banking, Financial Analysis, CRM, Auditing, Mutual Funds, Investments, Funding, Customer Service, Equities, Finance, Credit Analysis, Financial Services, Private Banking, Credit Risk, Financial Risk, Derivatives, Risk Management, Commercial Banking, Sales, Asset Management, Portfolio Management, Wealth Management, Fixed Income, Asset Allocation, Customer Satisfaction, Loans, Training, Credit, Commercial Lending, Securities
Education
Belmont High School
Los Angeles City College
Northern Trust Corporation May 2014 - Present
Northern Trust August 2002 - April 2014
Washington Mutual Bank May 1996 - August 2002
Skills
Banking, Financial Analysis, CRM, Auditing, Mutual Funds, Investments, Funding, Customer Service, Equities, Finance, Credit Analysis, Financial Services, Private Banking, Credit Risk, Financial Risk, Derivatives, Risk Management, Commercial Banking, Sales, Asset Management, Portfolio Management, Wealth Management, Fixed Income, Asset Allocation, Customer Satisfaction, Loans, Training, Credit, Commercial Lending, Securities
Education
Belmont High School
Los Angeles City College
Steve Tziforos, CFP®'s Northern Trust Experience April 2007 - Present
Job Portfolio Manager at The Northern Trust Company
Industry Financial Services
Experience
Northern Trust April 2007 - Present
First American Bank March 2001 - April 2007
JPMorgan Chase February 1995 - March 2001
Skills
Investments, Portfolio Management, Asset Management, Asset Allocation
Education
Loyola University of Chicago 1989 — 1993
Bachelor, Finance
Loyola Academy 1985 — 1989
Northern Trust April 2007 - Present
First American Bank March 2001 - April 2007
JPMorgan Chase February 1995 - March 2001
Skills
Investments, Portfolio Management, Asset Management, Asset Allocation
Education
Loyola University of Chicago 1989 — 1993
Bachelor, Finance
Loyola Academy 1985 — 1989
May Mansour's Northern Trust Experience
Job Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust
Skills
Banking, Finance, Financial Analysis, Portfolio Management, Financial Services, Investments, Risk Management, Wealth Management
Education
Loyola University of Chicago
Bachelor of Science (BS)
Northern Trust
Skills
Banking, Finance, Financial Analysis, Portfolio Management, Financial Services, Investments, Risk Management, Wealth Management
Education
Loyola University of Chicago
Bachelor of Science (BS)
Thomas M. Neville's Northern Trust Experience January 2003 - March 2012
Job Executive Vice President / Head of Private Banking and Wealth Management
Industry Financial Services
Experience
PlainsCapital Bank March 2012 - Present
Northern Trust January 2003 - March 2012
Bank One 1997 - 2003
Chase Manhattan Corporation 1995 - 1997
Texas Commerce Bank 1992 - 1995
Education
Marquette University 1982 — 1986
BA
Loyola University Chicago 1985 — 1985
Rome, Italy
Loyola Academy, Wilmette, Il 1978 — 1982
PlainsCapital Bank March 2012 - Present
Northern Trust January 2003 - March 2012
Bank One 1997 - 2003
Chase Manhattan Corporation 1995 - 1997
Texas Commerce Bank 1992 - 1995
Education
Marquette University 1982 — 1986
BA
Loyola University Chicago 1985 — 1985
Rome, Italy
Loyola Academy, Wilmette, Il 1978 — 1982
Sinan Khamo's Northern Trust Experience July 2010 - August 2011
Job iLottery Business Strategy & Analytics Manager at Northstar Lottery Group, LLC
Industry Gambling & Casinos
Experience
Northstar Lottery Group, LLC April 2014 - Present
Northstar Lottery Group, LLC June 2013 - April 2014
Northern Trust Corporation April 2013 - June 2013
Northern Trust Corporation August 2011 - March 2013
Northern Trust July 2010 - August 2011
Ennis Knupp & Associates June 2008 - July 2010
Skills
Investment Management, Asset Managment, Investments, Financial Analysis, Equities, 401k, Asset Allocation, Bloomberg, Financial Services, Financial Reporting, Bloomberg Terminal, Account Reconciliation, Finance, GAAP, Analysis, Financial Modeling, Market Research, Microsoft Excel, Financial Statements, Business Planning, Business Strategy, Strategy, PowerPoint, Analytics, Microsoft Office, Management, Leadership, Asset Management
Education
Lewis University 2004 — 2008
BS, Finance, Business Administration
Maine West 2000 — 2004
Northstar Lottery Group, LLC April 2014 - Present
Northstar Lottery Group, LLC June 2013 - April 2014
Northern Trust Corporation April 2013 - June 2013
Northern Trust Corporation August 2011 - March 2013
Northern Trust July 2010 - August 2011
Ennis Knupp & Associates June 2008 - July 2010
Skills
Investment Management, Asset Managment, Investments, Financial Analysis, Equities, 401k, Asset Allocation, Bloomberg, Financial Services, Financial Reporting, Bloomberg Terminal, Account Reconciliation, Finance, GAAP, Analysis, Financial Modeling, Market Research, Microsoft Excel, Financial Statements, Business Planning, Business Strategy, Strategy, PowerPoint, Analytics, Microsoft Office, Management, Leadership, Asset Management
Education
Lewis University 2004 — 2008
BS, Finance, Business Administration
Maine West 2000 — 2004
Christopher A. Miller's Northern Trust Experience November 2006 - Present
Job Sr. Analyst at Northern Trust
Industry Financial Services
Experience
Northern Trust November 2006 - Present
Bank of America February 2000 - October 2006
Skills
Banking, Financial Analysis, Financial Modeling, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Portfolio Management, Risk Management, Investments, Budgets, Asset Management, Bloomberg, Mutual Funds, Securities, Trading, Training, Team Building, Research, Accounting
Education
University of Phoenix 2008 — 2016
Information Technology
Lewis University 1999 — 2000
Clinical Child Psychology
Northern Trust November 2006 - Present
Bank of America February 2000 - October 2006
Skills
Banking, Financial Analysis, Financial Modeling, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Portfolio Management, Risk Management, Investments, Budgets, Asset Management, Bloomberg, Mutual Funds, Securities, Trading, Training, Team Building, Research, Accounting
Education
University of Phoenix 2008 — 2016
Information Technology
Lewis University 1999 — 2000
Clinical Child Psychology
Lynne Turner's Northern Trust Experience October 2001 - February 2004
Job Operator at Audrey Lynne Turner Wealth Management Services
Industry Banking
Experience
Audrey Lynne Turner Wealth Management Services June 2012 - Present
BMO Harris Bank May 2008 - February 2015
Retail Product ManagementChicago January 2007 - May 2008
Wells Fargo January 2004 - July 2005
Northern Trust October 2001 - February 2004
Bank of America April 1988 - December 2000
Skills
Strategy, Management, Analysis, Banking, Marketing, Product Management, Investments, Strategic Planning, Human Resources, Training
Education
Northwestern University - Kellogg School of Management 1986 — 1988
Master of Business Administration (M.B.A.), Business
Loyola University of Chicago
Bachelor's degree, Economics
Audrey Lynne Turner Wealth Management Services June 2012 - Present
BMO Harris Bank May 2008 - February 2015
Retail Product ManagementChicago January 2007 - May 2008
Wells Fargo January 2004 - July 2005
Northern Trust October 2001 - February 2004
Bank of America April 1988 - December 2000
Skills
Strategy, Management, Analysis, Banking, Marketing, Product Management, Investments, Strategic Planning, Human Resources, Training
Education
Northwestern University - Kellogg School of Management 1986 — 1988
Master of Business Administration (M.B.A.), Business
Loyola University of Chicago
Bachelor's degree, Economics
Jim Runge's Northern Trust Experience 2007 - 2010
Job Vice President and Private Banker at Whitney Bank
Industry Banking
Experience
Whitney Bank June 2012 - Present
Self-employed November 2010 - December 2011
Northern Trust 2007 - 2010
U.S. Bank 1998 - 2007
First Commerce Corporation 1985 - 1997
Skills
Portfolio Management, Loans, Credit, Banking, Risk, Credit Analysis, Commercial Banking, Mortgage, Financial Analysis, Cash Management, Risk Management, Credit Risk, Financial Planning, Wealth Management, Due Diligence, Compliance, New Business Development, Treasury Management, Budgeting, Customer Relations, Problem Solving, Coaching, Underwriting, Mortgage Lending, Financial Risk, Relationship Management, Commercial Lending, Strategic Financial..., Budgets, Customer Service
Education
Louisiana State University
M.B.A., Finance/Marketing
Virginia Polytechnic Institute and State University
B.A., History; Minor, Business Administration
Whitney Bank June 2012 - Present
Self-employed November 2010 - December 2011
Northern Trust 2007 - 2010
U.S. Bank 1998 - 2007
First Commerce Corporation 1985 - 1997
Skills
Portfolio Management, Loans, Credit, Banking, Risk, Credit Analysis, Commercial Banking, Mortgage, Financial Analysis, Cash Management, Risk Management, Credit Risk, Financial Planning, Wealth Management, Due Diligence, Compliance, New Business Development, Treasury Management, Budgeting, Customer Relations, Problem Solving, Coaching, Underwriting, Mortgage Lending, Financial Risk, Relationship Management, Commercial Lending, Strategic Financial..., Budgets, Customer Service
Education
Louisiana State University
M.B.A., Finance/Marketing
Virginia Polytechnic Institute and State University
B.A., History; Minor, Business Administration
Bryan Dean's Northern Trust Experience 1988 - 1988
Job Vice PresidentOperations Planning & Process Improvement at PETCO Animal Supplies, Inc.
Industry Retail
Experience
PETCO Animal Supplies, Inc. Director, Labor and Expense ManagementPETCO Animal Supplies, Inc.January 1997 - April 2012
PETCO Animal Supplies, Inc. January 1997 - April 2012
Harrah's Joliet Casino & Hotel July 1994 - December 1996
Dominick's Finer Foods 1988 - 1995
Northern Trust 1988 - 1988
Education
Loyola University Chicago 1986 — 1988
BA, Operations
PETCO Animal Supplies, Inc. Director, Labor and Expense ManagementPETCO Animal Supplies, Inc.January 1997 - April 2012
PETCO Animal Supplies, Inc. January 1997 - April 2012
Harrah's Joliet Casino & Hotel July 1994 - December 1996
Dominick's Finer Foods 1988 - 1995
Northern Trust 1988 - 1988
Education
Loyola University Chicago 1986 — 1988
BA, Operations
Maggie Pytel-Kaleta's Northern Trust Experience June 2000 - Present
Job Northern Trust Corporation, Senior Vice President, Client Services
Industry Financial Services
Experience
Northern Trust June 2000 - Present
Skills
Fixed Income, Equities, Derivatives, Securities, Financial Services, Settlement, Global Custody, Alternative Investments, Asset Management, Back Office, Banking, Capital Markets, Corporate Actions, FX Options, Financial Markets, Investments, Middle Office, Mutual Funds, Trading Systems
Education
Loyola University Chicago 1996 — 2000
B.B.A, Finance, Economics
Northern Trust June 2000 - Present
Skills
Fixed Income, Equities, Derivatives, Securities, Financial Services, Settlement, Global Custody, Alternative Investments, Asset Management, Back Office, Banking, Capital Markets, Corporate Actions, FX Options, Financial Markets, Investments, Middle Office, Mutual Funds, Trading Systems
Education
Loyola University Chicago 1996 — 2000
B.B.A, Finance, Economics
Kim Geraghty's Northern Trust Experience Portfolio ManagerANB Investment ManagementApril 1990 - December 1997
Job Portfolio Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust Portfolio ManagerANB Investment ManagementApril 1990 - December 1997
Skills
Fixed Income, Asset Management
Education
Lewis University 1982 — 1986
B.S., business administation, minor econ
Northern Trust Portfolio ManagerANB Investment ManagementApril 1990 - December 1997
Skills
Fixed Income, Asset Management
Education
Lewis University 1982 — 1986
B.S., business administation, minor econ
Chris Lovero's Northern Trust Experience 2010 - 2011
Job Internal Client Advisor at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management March 2015 - Present
JP Morgan Chase Bank, N.A. 2011 - March 2015
Northern Trust 2010 - 2011
JP Morgan Chase Bank, N.A. 2009 - 2010
JP Morgan Chase Bank, N.A. 2007 - 2009
MassMutual Financial Group 2006 - 2007
Education
Lewis University 2005 — 2007
Master of Business Administration, Finance
Notre Dame de Namur University 2001 — 2005
B.S., International Business
Maine South
J.P. Morgan Asset Management March 2015 - Present
JP Morgan Chase Bank, N.A. 2011 - March 2015
Northern Trust 2010 - 2011
JP Morgan Chase Bank, N.A. 2009 - 2010
JP Morgan Chase Bank, N.A. 2007 - 2009
MassMutual Financial Group 2006 - 2007
Education
Lewis University 2005 — 2007
Master of Business Administration, Finance
Notre Dame de Namur University 2001 — 2005
B.S., International Business
Maine South
Alex Miskovich's Northern Trust Experience 2008 - 2010
Job Associate Managing Director Business Analyst Change Management at The PrivateBank
Industry Banking
Experience
The PrivateBank March 2013 - Present
J.P. Morgan June 2010 - March 2013
Northern Trust 2008 - 2010
GE REAL ESTATE, BUSINESS 2006 - 2008
OMGEO, A Thompson Financial Company 2004 - 2006
Northern Trust January 2000 - January 2004
Skills
Fixed Income, Banking, Investments, CRM, Analysis, SDLC, Credit, Financial Risk, Management, Finance, Financial Analysis
Education
Lewis University
BA, Business and Marketing
The PrivateBank March 2013 - Present
J.P. Morgan June 2010 - March 2013
Northern Trust 2008 - 2010
GE REAL ESTATE, BUSINESS 2006 - 2008
OMGEO, A Thompson Financial Company 2004 - 2006
Northern Trust January 2000 - January 2004
Skills
Fixed Income, Banking, Investments, CRM, Analysis, SDLC, Credit, Financial Risk, Management, Finance, Financial Analysis
Education
Lewis University
BA, Business and Marketing
Rob Wolak's Northern Trust Experience October 1989 - Present
Job Business Consultant at Northern Trust
Industry Financial Services
Experience
Northern Trust October 1989 - Present
Skills
Bloomberg, Accounting, Financial Reporting, Analysis, Business Analysis, Auditing, Account Reconciliation, Process Improvement, Banking, Finance, Forecasting
Education
Loyola University of Chicago 1987 — 1991
BBA, Accounting
Northern Trust October 1989 - Present
Skills
Bloomberg, Accounting, Financial Reporting, Analysis, Business Analysis, Auditing, Account Reconciliation, Process Improvement, Banking, Finance, Forecasting
Education
Loyola University of Chicago 1987 — 1991
BBA, Accounting
Glenn Pineda, CAMS's Northern Trust Experience May 2008 - April 2014
Job Advisory Manager at PwC
Industry Management Consulting
Experience
PwC January 2015 - Present
JPMorgan Chase April 2014 - January 2015
Northern Trust May 2008 - April 2014
JPMorgan Chase September 2002 - May 2008
Technology Integration Group, Inc. May 1992 - September 2002
Safety-Kleen 1991 - 1992
Skills
Risk Management, Project Management, Business Intelligence, Disaster Recovery, User Acceptance Testing, Business Analytics, Business Technology..., System Administration, Security Management, Cross-functional..., Solution Implementation, Metrics Reporting, Workflow Management, AML / CFT Compliance, Fraud Detection, Case Management Software, Risk Analysis, Operational Risk, KYC, Business Analysis, Banking, Anti Money Laundering
Education
Lewis University
BA, Business Administration
PwC January 2015 - Present
JPMorgan Chase April 2014 - January 2015
Northern Trust May 2008 - April 2014
JPMorgan Chase September 2002 - May 2008
Technology Integration Group, Inc. May 1992 - September 2002
Safety-Kleen 1991 - 1992
Skills
Risk Management, Project Management, Business Intelligence, Disaster Recovery, User Acceptance Testing, Business Analytics, Business Technology..., System Administration, Security Management, Cross-functional..., Solution Implementation, Metrics Reporting, Workflow Management, AML / CFT Compliance, Fraud Detection, Case Management Software, Risk Analysis, Operational Risk, KYC, Business Analysis, Banking, Anti Money Laundering
Education
Lewis University
BA, Business Administration
Marc Richardson's Northern Trust Experience March 2007 - May 2009
Job Call Center Manager at Footprint Retail Services
Industry Logistics and Supply Chain
Experience
Footprint Retail Services June 2009 - Present
Northern Trust March 2007 - May 2009
Waste Management April 2004 - March 2007
Standard Register October 2002 - March 2004
APAC Customer Services 1998 - 2001
Skills
Process Improvement, Customer Service, Call Center, Hiring, Customer Relations, Change Management, Problem Solving, Operations Management, Vendor Management, Forecasting, Performance Management, Outsourcing, Vendor Relations, Coaching, Team Leadership, Business Process..., Budgeting, BPO, Program Management, Quality Assurance, Employee Engagement, Call Centers, Strategic Planning, Telecommunications, Avaya Site..., Key Performance..., Analytics, Compliance, HR Policies, Lead Generation, Project Management, Process Engineering, Onboarding, CRM, Sales, Management, Account Management, Leadership, Team Building, Customer Retention, Strategy, Training
Education
Lewis University 2006 — 2009
B.S., Business Administration
Footprint Retail Services June 2009 - Present
Northern Trust March 2007 - May 2009
Waste Management April 2004 - March 2007
Standard Register October 2002 - March 2004
APAC Customer Services 1998 - 2001
Skills
Process Improvement, Customer Service, Call Center, Hiring, Customer Relations, Change Management, Problem Solving, Operations Management, Vendor Management, Forecasting, Performance Management, Outsourcing, Vendor Relations, Coaching, Team Leadership, Business Process..., Budgeting, BPO, Program Management, Quality Assurance, Employee Engagement, Call Centers, Strategic Planning, Telecommunications, Avaya Site..., Key Performance..., Analytics, Compliance, HR Policies, Lead Generation, Project Management, Process Engineering, Onboarding, CRM, Sales, Management, Account Management, Leadership, Team Building, Customer Retention, Strategy, Training
Education
Lewis University 2006 — 2009
B.S., Business Administration
Jeromey Popa's Northern Trust Experience May 2013 - April 2015
Job ETD Data Analyst at UBS
Industry Financial Services
Experience
UBS April 2015 - Present
Northern Trust May 2013 - April 2015
Hollister Incorporated September 2012 - December 2012
Scalp Trade LLC June 2009 - August 2009
Education
Loyola University of Chicago 2010 — 2012
Master of Business Administration (MBA), Finance, General
Loyola University of Chicago 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
UBS April 2015 - Present
Northern Trust May 2013 - April 2015
Hollister Incorporated September 2012 - December 2012
Scalp Trade LLC June 2009 - August 2009
Education
Loyola University of Chicago 2010 — 2012
Master of Business Administration (MBA), Finance, General
Loyola University of Chicago 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Christina Cerdan's Northern Trust Experience August 2013 - Present
Job Relationship Manager at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust August 2013 - Present
Northern Trust Corporation February 2005 - Present
Northern Trust March 2011 - July 2013
Northern Trust July 2008 - February 2011
Northern Trust February 2005 - July 2008
Skills
Wealth Management, Portfolio Management, Financial Services, Asset Management, Banking, Relationship Management, Investment Management, Financial Risk, Strategic Financial..., Retirement Planning, Asset Allocation, Trading, Investment Strategies, Bonds, Financial Analysis
Education
Lewis University 2008 — 2011
Master of Science (MS), Finance
University of Illinois at Chicago 2000 — 2004
Bachelor of Science (B.S.), Finance
Northern Trust August 2013 - Present
Northern Trust Corporation February 2005 - Present
Northern Trust March 2011 - July 2013
Northern Trust July 2008 - February 2011
Northern Trust February 2005 - July 2008
Skills
Wealth Management, Portfolio Management, Financial Services, Asset Management, Banking, Relationship Management, Investment Management, Financial Risk, Strategic Financial..., Retirement Planning, Asset Allocation, Trading, Investment Strategies, Bonds, Financial Analysis
Education
Lewis University 2008 — 2011
Master of Science (MS), Finance
University of Illinois at Chicago 2000 — 2004
Bachelor of Science (B.S.), Finance
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.