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,
Northern Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Northern Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Northern Trust Salaries. You can even request information on how much does Northern Trust pay if you want to. Learn about salaries, pros and cons of working for Northern Trust directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Mary Hills, ABC, Six Sigma Mary Hills, ABC, Six Sigma's Northern Trust Experience January 1999 - December 2003
Job
Industry Management Consulting
Experience
HeimannHills Marketing Group January 2007 - Present
Keller Graduate School of Management August 2003 - Present
International Association of Business Communication June 2006 - Present
Professional/Financial Services 2004 - 2007
Northern Trust January 1999 - December 2003
NiSource January 1997 - August 1998
Whiteco Advertising September 1996 - January 1998
Purdue University Calumet 1989 - 1993
Skills
Strategy, B2B Marketing, Marketing, Marketing Communications, Change Management, Corporate Communications, Integrated Marketing, Strategic Partnerships, Communications Planning, Public Relations, Leadership, Market Research, Lead Generation, Strategic Planning, Internal Communications, Social Media, Direct Marketing, Business Development, Marketing Management, Management
Education
Purdue University 1988 — 1993
Masters
Marquette University 1974 — 1978
BS
HeimannHills Marketing Group January 2007 - Present
Keller Graduate School of Management August 2003 - Present
International Association of Business Communication June 2006 - Present
Professional/Financial Services 2004 - 2007
Northern Trust January 1999 - December 2003
NiSource January 1997 - August 1998
Whiteco Advertising September 1996 - January 1998
Purdue University Calumet 1989 - 1993
Skills
Strategy, B2B Marketing, Marketing, Marketing Communications, Change Management, Corporate Communications, Integrated Marketing, Strategic Partnerships, Communications Planning, Public Relations, Leadership, Market Research, Lead Generation, Strategic Planning, Internal Communications, Social Media, Direct Marketing, Business Development, Marketing Management, Management
Education
Purdue University 1988 — 1993
Masters
Marquette University 1974 — 1978
BS
Valerie Nunez Valerie Nunez's Northern Trust Experience April 2008 - Present
Job Technical Coordinator at Northern Trust
Industry Financial Services
Experience
Northern Trust April 2008 - Present
Skills
Portfolio Management, Asset Management, Banking, Financial Modeling, Capital Markets, Loans, Bloomberg, Credit Analysis, Investments, Securities, Equities
Education
Miami Dade College
Northern Trust April 2008 - Present
Skills
Portfolio Management, Asset Management, Banking, Financial Modeling, Capital Markets, Loans, Bloomberg, Credit Analysis, Investments, Securities, Equities
Education
Miami Dade College
Aracely Oliva Aracely Oliva's Northern Trust Experience August 2008 - September 2014
Job Product support representative III
Industry Financial Services
Experience
FIS September 2014 - Present
Northern Trust August 2008 - September 2014
Coconut Grove Bank September 2006 - August 2008
Skills
Portfolio Management, Loan documentation, Collateral systems, Banking, Risk Management, Loans, Financial Analysis, Retail Banking, Credit, Commercial Banking, AML, Credit Analysis, Finance, Private Banking, Small Business Lending, Bank Secrecy Act, OFAC, Fraud, Internet Banking, Commercial Lending, Mortgage Lending, Consumer Lending, Credit Risk, Operational Risk, Anti Money Laundering
Education
Miami Dade College 1996 — 1999
American banking association
Miami senior High School
High school diploma
south Florida center for financial services
FIS September 2014 - Present
Northern Trust August 2008 - September 2014
Coconut Grove Bank September 2006 - August 2008
Skills
Portfolio Management, Loan documentation, Collateral systems, Banking, Risk Management, Loans, Financial Analysis, Retail Banking, Credit, Commercial Banking, AML, Credit Analysis, Finance, Private Banking, Small Business Lending, Bank Secrecy Act, OFAC, Fraud, Internet Banking, Commercial Lending, Mortgage Lending, Consumer Lending, Credit Risk, Operational Risk, Anti Money Laundering
Education
Miami Dade College 1996 — 1999
American banking association
Miami senior High School
High school diploma
south Florida center for financial services
Jimar Wilson Jimar Wilson's Northern Trust Experience January 2008 - May 2012
Job Vice President, Community Investment Officer at Boston Private
Industry Financial Services
Experience
Boston Private August 2012 - Present
Northern Trust January 2008 - May 2012
West Angeles Community Development Corporation November 2007 - January 2008
West Angeles Community Development Corporation June 2004 - October 2007
City of Ypsilanti September 2002 - March 2004
MIT February 2001 - August 2001
Skills
Community Development, Policy, Affordable Housing, Nonprofits, Community Outreach, Real Estate Development, Economic Development, Public Policy, Banking, Strategic Planning, Commercial Real Estate, Management, Mortgage Lending, Small Business Lending, Program Management, Finance, Asset Management, Leadership, Philanthropy, Loans, Portfolio Management, Public Relations, Event Planning, Financial Analysis, Project Management, Budgets, Due Diligence, Research, Leadership Development, Grant Writing, Volunteer Management, Government, Executive Management, Public Speaking
Education
Massachusetts Institute of Technology
Master in City Planning
University of California, Berkeley
Bachelor of Arts
UC Berkeley Graduate School of Public Policy
Public Policy & International Affairs Fellowship Program, Junior Summer Institute
Boston Private August 2012 - Present
Northern Trust January 2008 - May 2012
West Angeles Community Development Corporation November 2007 - January 2008
West Angeles Community Development Corporation June 2004 - October 2007
City of Ypsilanti September 2002 - March 2004
MIT February 2001 - August 2001
Skills
Community Development, Policy, Affordable Housing, Nonprofits, Community Outreach, Real Estate Development, Economic Development, Public Policy, Banking, Strategic Planning, Commercial Real Estate, Management, Mortgage Lending, Small Business Lending, Program Management, Finance, Asset Management, Leadership, Philanthropy, Loans, Portfolio Management, Public Relations, Event Planning, Financial Analysis, Project Management, Budgets, Due Diligence, Research, Leadership Development, Grant Writing, Volunteer Management, Government, Executive Management, Public Speaking
Education
Massachusetts Institute of Technology
Master in City Planning
University of California, Berkeley
Bachelor of Arts
UC Berkeley Graduate School of Public Policy
Public Policy & International Affairs Fellowship Program, Junior Summer Institute
Lora Fisher Lora Fisher's Northern Trust Experience 2009 - August 2011
Job Vice President Wealth Management Advisor at US Bank Private Client Reserve
Industry Financial Services
Experience
US Bank Private Client Reserve April 2014 - Present
Union Bank August 2011 - April 2014
Northern Trust 2009 - August 2011
Comerica October 2007 - June 2009
Wells Fargo Bank May 2000 - March 2007
Bank of America 1996 - 2000
Skills
Banking, Investments, Credit, Commercial Banking, Wealth Management, Financial Analysis, Commercial Lending, Credit Analysis, Loans, Private Banking, Consumer Lending, Relationship Management, Credit Risk, Mortgage Lending, Underwriting, Loan Origination, Commercial Mortgages, Lines Of Credit, Finance, Mortgage Banking, Leadership, Financial Risk, Residential Mortgages
Education
Merced College
University of California, San Diego
US Bank Private Client Reserve April 2014 - Present
Union Bank August 2011 - April 2014
Northern Trust 2009 - August 2011
Comerica October 2007 - June 2009
Wells Fargo Bank May 2000 - March 2007
Bank of America 1996 - 2000
Skills
Banking, Investments, Credit, Commercial Banking, Wealth Management, Financial Analysis, Commercial Lending, Credit Analysis, Loans, Private Banking, Consumer Lending, Relationship Management, Credit Risk, Mortgage Lending, Underwriting, Loan Origination, Commercial Mortgages, Lines Of Credit, Finance, Mortgage Banking, Leadership, Financial Risk, Residential Mortgages
Education
Merced College
University of California, San Diego
Jon-Michael Plennert Jon-Michael Plennert's Northern Trust Experience May 2011 - August 2013
Job Investment Analyst at Indiana Trust & Investment Management Company
Industry Investment Management
Experience
Indiana Trust & Investment Management August 2014 - Present
The Financial Resource Group August 2013 - August 2014
Northern Trust May 2011 - August 2013
Fidelity Investments June 2007 - April 2011
Skills
Investments, Mutual Funds, Trading, Trading Systems, Options, Options Strategies, Fund Accounting, Stocks, Derivatives, Interest Rate Swaps, Bonds, Stock Market, Securities, Bloomberg, Finance, Microsoft Excel, Series 7, Excel, Stock Trading, Stock Research, Equity Indexed Annuities, Variable Annuities, Fixed Annuities, Licensed Life & Health...
Education
Miami University 2003 — 2007
Bachelor of Science in Business, Finance
Indiana Trust & Investment Management August 2014 - Present
The Financial Resource Group August 2013 - August 2014
Northern Trust May 2011 - August 2013
Fidelity Investments June 2007 - April 2011
Skills
Investments, Mutual Funds, Trading, Trading Systems, Options, Options Strategies, Fund Accounting, Stocks, Derivatives, Interest Rate Swaps, Bonds, Stock Market, Securities, Bloomberg, Finance, Microsoft Excel, Series 7, Excel, Stock Trading, Stock Research, Equity Indexed Annuities, Variable Annuities, Fixed Annuities, Licensed Life & Health...
Education
Miami University 2003 — 2007
Bachelor of Science in Business, Finance
Lily Gillen Lily Gillen's Northern Trust Experience March 2005 - October 2005
Job Executive Assistant/Events Coordinator
Industry Events Services
Experience
Breville USA December 2010 - May 2015
HELIO January 2006 - July 2008
Northern Trust March 2005 - October 2005
Leonard Green & Partners May 1998 - September 2002
Writer's Guild of America March 1995 - March 1996
Skills
Office Management, Travel Arrangements, Outlook, Administrative..., Event Planning, Calendaring, Team Building, Product Management, Executive..., Sales, Training, Executive Support, Management, Salesforce.com, Microsoft Word, Budgets, Process Scheduler, Negotiation, Marketing, Product Marketing, Retail, Social Media, Leadership, Marketing Strategy, Market Research, Marketing Communications, Social Media Marketing, Advertising, E-commerce, Merchandising, Account Management, Sales Management, Competitive Analysis, Corporate Events
Education
Marymount College
Breville USA December 2010 - May 2015
HELIO January 2006 - July 2008
Northern Trust March 2005 - October 2005
Leonard Green & Partners May 1998 - September 2002
Writer's Guild of America March 1995 - March 1996
Skills
Office Management, Travel Arrangements, Outlook, Administrative..., Event Planning, Calendaring, Team Building, Product Management, Executive..., Sales, Training, Executive Support, Management, Salesforce.com, Microsoft Word, Budgets, Process Scheduler, Negotiation, Marketing, Product Marketing, Retail, Social Media, Leadership, Marketing Strategy, Market Research, Marketing Communications, Social Media Marketing, Advertising, E-commerce, Merchandising, Account Management, Sales Management, Competitive Analysis, Corporate Events
Education
Marymount College
Denise Mock Denise Mock's Northern Trust Experience April 2002 - July 2013
Job Vice President at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company August 2013 - Present
Northern Trust April 2002 - July 2013
Levenfeld Pearlstein 2000 - 2002
The Northern Trust Company January 1995 - February 2000
Skills
Mutual Funds, Asset Management, Securities, Equities, Asset Allocation, Alternative Investments, Fixed Income, Investments, Portfolio Management, Hedge Funds, Investment Management, Risk Management, High Net Worth..., Wealth Management..., Strategic Financial..., Investment Advisory, Financial Modeling
Education
Northwestern University - College of Continuing Studies 2012 — 2014
Certified Financial Planning
Marquette University 1985 — 1989
BA, English
The Northern Trust Company August 2013 - Present
Northern Trust April 2002 - July 2013
Levenfeld Pearlstein 2000 - 2002
The Northern Trust Company January 1995 - February 2000
Skills
Mutual Funds, Asset Management, Securities, Equities, Asset Allocation, Alternative Investments, Fixed Income, Investments, Portfolio Management, Hedge Funds, Investment Management, Risk Management, High Net Worth..., Wealth Management..., Strategic Financial..., Investment Advisory, Financial Modeling
Education
Northwestern University - College of Continuing Studies 2012 — 2014
Certified Financial Planning
Marquette University 1985 — 1989
BA, English
Suresh Jeyaveeran Suresh Jeyaveeran's Northern Trust Experience June 2010 - Present
Job Senior Software Engineer at Allscripts
Industry Information Technology and Services
Experience
Allscripts September 2011 - Present
Northern Trust June 2010 - Present
Northern Trust 2010 - 2011
Northern Trust 2010 - 2011
JPMorgan Chase 2008 - 2009
Rishabh Software Solution, Chennai 2001 - 2003
Skills
XML, Agile Methodologies, ADO.NET, Design Patterns, WPF, JavaScript, jQuery, ASP, SSIS, XSLT, Object Oriented Design, JSON, Test Driven Development, NUnit, Subversion, .NET, ASP.NET, C#, Microsoft SQL Server, WCF, Web Services
Education
Manonmaniam Sundaranar University 1998 — 2001
MCA, Computer science
Allscripts September 2011 - Present
Northern Trust June 2010 - Present
Northern Trust 2010 - 2011
Northern Trust 2010 - 2011
JPMorgan Chase 2008 - 2009
Rishabh Software Solution, Chennai 2001 - 2003
Skills
XML, Agile Methodologies, ADO.NET, Design Patterns, WPF, JavaScript, jQuery, ASP, SSIS, XSLT, Object Oriented Design, JSON, Test Driven Development, NUnit, Subversion, .NET, ASP.NET, C#, Microsoft SQL Server, WCF, Web Services
Education
Manonmaniam Sundaranar University 1998 — 2001
MCA, Computer science
Betsy Alderman, CFP(r) Betsy Alderman, CFP(r)'s Northern Trust Experience 2008 - Present
Job Wealth Strategist at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company April 2014 - Present
Northern Trust 2008 - Present
Skills
Fundraising, Non-profits, Estate Planning, Wealth Management, Event Planning, Personal Financial..., Investments, FINRA Licenses: Series..., Portfolio Management, Finance, Investment Management, Investment Advisory, Wealth Management..., Trusts, Financial Planners, Asset Management
Education
Miami University 1978 — 1982
Bachelor of Science, Business - Finance/Economics
Bay High School, Bay Village, OH 1974 — 1978
The Northern Trust Company April 2014 - Present
Northern Trust 2008 - Present
Skills
Fundraising, Non-profits, Estate Planning, Wealth Management, Event Planning, Personal Financial..., Investments, FINRA Licenses: Series..., Portfolio Management, Finance, Investment Management, Investment Advisory, Wealth Management..., Trusts, Financial Planners, Asset Management
Education
Miami University 1978 — 1982
Bachelor of Science, Business - Finance/Economics
Bay High School, Bay Village, OH 1974 — 1978
Michael Binder Michael Binder's Northern Trust Experience June 2010 - March 2011
Job Financial Advisor, Northern Trust Securities, Inc.
Industry Financial Services
Experience
Northern Trust Wealth Management April 2011 - Present
Northern Trust June 2010 - March 2011
Charles Schwab August 2009 - June 2010
Wells Fargo Advisors June 2007 - April 2009
Griffin, Kubik, Stephens & Thompson May 2006 - September 2006
Aspen Marketing Services May 2005 - September 2005
Rich Harvest Farms May 1998 - August 2004
Skills
Series 7, Financial Analysis, Retirement Planning, Mutual Funds, Investments, Asset Managment, Fixed Income, Asset Allocation, Investment Management, Equities, Securities, Financial Advisory, ThomsonOne, Morningstar, Interpersonal..., series 66, Uniform Combined State...
Education
Quinlan School of Business, Loyola University Chicago 2012 — 2015
Master of Business Administration (M.B.A.), Economics
Marquette University 2003 — 2007
Bachelor of Science Degree, Business Administration; Finance & Marketing
Marmion Academy 1999 — 2003
High school diploma
Northern Trust Wealth Management April 2011 - Present
Northern Trust June 2010 - March 2011
Charles Schwab August 2009 - June 2010
Wells Fargo Advisors June 2007 - April 2009
Griffin, Kubik, Stephens & Thompson May 2006 - September 2006
Aspen Marketing Services May 2005 - September 2005
Rich Harvest Farms May 1998 - August 2004
Skills
Series 7, Financial Analysis, Retirement Planning, Mutual Funds, Investments, Asset Managment, Fixed Income, Asset Allocation, Investment Management, Equities, Securities, Financial Advisory, ThomsonOne, Morningstar, Interpersonal..., series 66, Uniform Combined State...
Education
Quinlan School of Business, Loyola University Chicago 2012 — 2015
Master of Business Administration (M.B.A.), Economics
Marquette University 2003 — 2007
Bachelor of Science Degree, Business Administration; Finance & Marketing
Marmion Academy 1999 — 2003
High school diploma
Julio Rodriguez, TEP Julio Rodriguez, TEP's Northern Trust Experience 2000 - 2004
Job Managing Director at Amicorp Group
Industry Financial Services
Experience
Amicorp Group September 2014 - Present
Amicorp Services Ltd. June 2005 - September 2014
Northern Trust 2000 - 2004
SunTrust Bank 1993 - 2000
Northern Trust 1989 - 1993
Skills
Wealth Management, Investments, International Tax, Estate Planning, Banking, Trust Services, Accounting, Trusts, Mergers & Acquisitions, Fund Administration, Asset Management, Portfolio Management, Financial Services, New Business Development, Wealth Management..., Alternative Investments, Strategic Financial..., Business Development, Financial Planning, High Net Worth...
Education
Miami Dade College
University of South Florida
Amicorp Group September 2014 - Present
Amicorp Services Ltd. June 2005 - September 2014
Northern Trust 2000 - 2004
SunTrust Bank 1993 - 2000
Northern Trust 1989 - 1993
Skills
Wealth Management, Investments, International Tax, Estate Planning, Banking, Trust Services, Accounting, Trusts, Mergers & Acquisitions, Fund Administration, Asset Management, Portfolio Management, Financial Services, New Business Development, Wealth Management..., Alternative Investments, Strategic Financial..., Business Development, Financial Planning, High Net Worth...
Education
Miami Dade College
University of South Florida
Ed Fleming Ed Fleming's Northern Trust Experience October 2012 - Present
Job Foundations & Institutional Advisory Services
Industry Financial Services
Experience
Northern Trust October 2012 - Present
Northern Trust January 1997 - September 2012
Northern Trust 2004 - 2008
Northern Trust 2002 - 2004
Northern Trust 1997 - 2001
Bank of America Illinois 1995 - 1997
Bank of America Illinois 1993 - 1995
NBD Bank 1989 - 1993
Skills
Customer Service, Sales, Problem Solving, Revenue, Corporate Trust, Pension Administration, Global Custody, Investment Strategies, Cross Selling, New Business Development, RFP, Team Leadership
Education
National Louis University
Master of Science, Management
Marquette University 1984 — 1988
Bachelor of Science, Business Administration
Graduate of National Trust School at Northwestern University
Northern Trust October 2012 - Present
Northern Trust January 1997 - September 2012
Northern Trust 2004 - 2008
Northern Trust 2002 - 2004
Northern Trust 1997 - 2001
Bank of America Illinois 1995 - 1997
Bank of America Illinois 1993 - 1995
NBD Bank 1989 - 1993
Skills
Customer Service, Sales, Problem Solving, Revenue, Corporate Trust, Pension Administration, Global Custody, Investment Strategies, Cross Selling, New Business Development, RFP, Team Leadership
Education
National Louis University
Master of Science, Management
Marquette University 1984 — 1988
Bachelor of Science, Business Administration
Graduate of National Trust School at Northwestern University
Ampy Santana Ampy Santana's Northern Trust Experience June 2011 - Present
Job Account Relationship Associate
Industry Financial Services
Experience
Northern Trust June 2011 - Present
Education
Miami Dade College 1979 — 1981
Associate's degree, Business Adminsitration, 3.5
Miami Senor High School 1976 — 1979
Diploma, General, High School
Northern Trust June 2011 - Present
Education
Miami Dade College 1979 — 1981
Associate's degree, Business Adminsitration, 3.5
Miami Senor High School 1976 — 1979
Diploma, General, High School
Brittany Langston Brittany Langston's Northern Trust Experience August 2010 - February 2011
Job Student at MGH Institute of Health Professions
Industry Hospital & Health Care
Experience
MGH Institute of Health Professions January 2015 - Present
Berklee College of Music February 2011 - December 2014
Northern Trust August 2010 - February 2011
Skills
Music, Social Media, Pro Tools, Event Planning, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Marketing, Sales, Management, Research
Education
University of Vermont 2005 — 2009
Bachelor of Arts (B.A.), Music Performance, General
MGH Institute of Health Professions
Nursing
Vermont Academy
MGH Institute of Health Professions January 2015 - Present
Berklee College of Music February 2011 - December 2014
Northern Trust August 2010 - February 2011
Skills
Music, Social Media, Pro Tools, Event Planning, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Marketing, Sales, Management, Research
Education
University of Vermont 2005 — 2009
Bachelor of Arts (B.A.), Music Performance, General
MGH Institute of Health Professions
Nursing
Vermont Academy
Griffin Keenan's Northern Trust Experience April 2010 - September 2013
Job Senior Associate Operations Due Diligence at Mercer Investment Consulting
Industry Financial Services
Experience
Mercer Investments September 2013 - Present
Northern Trust April 2010 - September 2013
Morgan Stanley October 2002 - July 2009
Cingular Wireless March 2001 - April 2002
Skills
Equities, Investments, Series 7, Series 63, MBA Finance, Financial Markets, Financial Services, Investment Management, Relationship Management, Capital Markets, Finance, Outsourcing, Trading, Portfolio Management, Marketing, Management, Fixed Income, Asset Management
Education
Northwestern University - Kellogg School of Management 2008 — 2011
MBA, Finance, Management & Strategy
Marquette University 1996 — 2000
Bachelor of Science, Marketing
St. Ignatius College 1993 — 1996
Mercer Investments September 2013 - Present
Northern Trust April 2010 - September 2013
Morgan Stanley October 2002 - July 2009
Cingular Wireless March 2001 - April 2002
Skills
Equities, Investments, Series 7, Series 63, MBA Finance, Financial Markets, Financial Services, Investment Management, Relationship Management, Capital Markets, Finance, Outsourcing, Trading, Portfolio Management, Marketing, Management, Fixed Income, Asset Management
Education
Northwestern University - Kellogg School of Management 2008 — 2011
MBA, Finance, Management & Strategy
Marquette University 1996 — 2000
Bachelor of Science, Marketing
St. Ignatius College 1993 — 1996
Eric Misenheimer Eric Misenheimer's Northern Trust Experience 1999 - 2005
Job Managing Director at JEM Financial Group, LLC.
Industry Financial Services
Experience
JEM Financial Group, LLC. October 2011 - Present
J&W Seligman March 2005 - November 2008
Northern Trust 1999 - 2005
Skills
Fixed Income, Mutual Funds, High Yield, Hedge Funds, Investments, 401k, Finance, Fixed Income Portfolio..., Portfolio Management, Credit, Alternative Investments, Asset Management, Equities, Securities, Investment Management, Asset Allocation, Series 7, Investment Strategies, Bloomberg, Wealth Management, Series 63, High Yield Bonds, Capital Markets, Derivatives
Education
Loyola University Maryland 1989 — 1991
MSF, Finance
Loyola University Maryland 1980 — 1984
BA, Accounting
JEM Financial Group, LLC. October 2011 - Present
J&W Seligman March 2005 - November 2008
Northern Trust 1999 - 2005
Skills
Fixed Income, Mutual Funds, High Yield, Hedge Funds, Investments, 401k, Finance, Fixed Income Portfolio..., Portfolio Management, Credit, Alternative Investments, Asset Management, Equities, Securities, Investment Management, Asset Allocation, Series 7, Investment Strategies, Bloomberg, Wealth Management, Series 63, High Yield Bonds, Capital Markets, Derivatives
Education
Loyola University Maryland 1989 — 1991
MSF, Finance
Loyola University Maryland 1980 — 1984
BA, Accounting
Ed Joyce Ed Joyce's Northern Trust Experience September 1984 - Present
Job Chief Fiduciary Officer, Eastern US Region Wealth Management, Northern Trust
Industry Financial Services
Experience
Northern Trust September 1984 - Present
Skills
25+ Years of Wealth..., Wealth Management, Investments, Trust Services, Wealth Management..., Management, Banking, Asset Allocation, Asset Management, Budgets, Estate Planning, High Net Worth..., Investment Advisory, Portfolio Management, Private Banking, Strategic Financial..., Trusts, Financial Advisory, Financial Services
Education
Miami University 1977 — 1981
Bachelor of Science, Business Administration
Northern Trust September 1984 - Present
Skills
25+ Years of Wealth..., Wealth Management, Investments, Trust Services, Wealth Management..., Management, Banking, Asset Allocation, Asset Management, Budgets, Estate Planning, High Net Worth..., Investment Advisory, Portfolio Management, Private Banking, Strategic Financial..., Trusts, Financial Advisory, Financial Services
Education
Miami University 1977 — 1981
Bachelor of Science, Business Administration
Anne Paddock Rahm Anne Paddock Rahm's Northern Trust Experience 1998 - 2000
Job Vice President, Corporate Capital Markets at CBRE
Industry Commercial Real Estate
Experience
CBRE January 2012 - Present
Grubb & Ellis May 2010 - January 2012
The PrivateBank October 2007 - October 2009
Northern Trust 1998 - 2000
Michigan National Bank 1994 - 1998
Riggs Bank 1990 - 1993
Skills
Negotiation, Due Diligence, Investments, Credit, Portfolio Management, Corporate Law, Valuation, Real Estate, Financial Analysis, Corporate Finance, Capital Markets, Asset Management, Disposition, Financial Modeling, Loans, Mergers & Acquisitions, Commercial Real Estate, Acquisitions, Real Estate Economics, Credit Analysis, Financial Structuring, Banking, Private Equity, Finance
Education
Miami University 1985 — 1989
BA, Diplomacy & Foreign Affairs/Business
CBRE January 2012 - Present
Grubb & Ellis May 2010 - January 2012
The PrivateBank October 2007 - October 2009
Northern Trust 1998 - 2000
Michigan National Bank 1994 - 1998
Riggs Bank 1990 - 1993
Skills
Negotiation, Due Diligence, Investments, Credit, Portfolio Management, Corporate Law, Valuation, Real Estate, Financial Analysis, Corporate Finance, Capital Markets, Asset Management, Disposition, Financial Modeling, Loans, Mergers & Acquisitions, Commercial Real Estate, Acquisitions, Real Estate Economics, Credit Analysis, Financial Structuring, Banking, Private Equity, Finance
Education
Miami University 1985 — 1989
BA, Diplomacy & Foreign Affairs/Business
David Albright David Albright's Northern Trust Experience October 1998 - Present
Job Northern Trust Global Family Office Solutions
Industry Financial Services
Experience
Northern Trust October 1998 - Present
JP Morgan Chase (fmr American National Bank) 1997 - 1998
Education
Miami University 1993 — 1997
Northern Trust October 1998 - Present
JP Morgan Chase (fmr American National Bank) 1997 - 1998
Education
Miami University 1993 — 1997
Timothy Ellison Timothy Ellison's Northern Trust Experience January 2011 - November 2014
Job Senior Business Analyst at Northern Trust Company
Industry Investment Banking
Experience
Northern Trust Corporation December 2014 - Present
Northern Trust January 2011 - November 2014
Northern Trust September 2003 - December 2010
Northern Trust February 2001 - September 2003
ABN AMRO Bank N.V. January 1998 - February 2001
Skills
Securities, Portfolio Management, Investments, Wealth Management, Fixed Income, Financial Services, Wealth Management..., Mutual Funds, Asset Management, Asset Allocation, High Net Worth..., Investment Management, Alternative Investments, Equities, Trading, Investment Advisory, Estate Planning, Asset Managment, Trust Management, Financial Analysis, Private Passport, Web Page Development, Web Page Design, Apple OS, Private Banking
Education
American Public University System 2013 — 2016
Information Technology
Miami Dade College
Northern Trust Corporation December 2014 - Present
Northern Trust January 2011 - November 2014
Northern Trust September 2003 - December 2010
Northern Trust February 2001 - September 2003
ABN AMRO Bank N.V. January 1998 - February 2001
Skills
Securities, Portfolio Management, Investments, Wealth Management, Fixed Income, Financial Services, Wealth Management..., Mutual Funds, Asset Management, Asset Allocation, High Net Worth..., Investment Management, Alternative Investments, Equities, Trading, Investment Advisory, Estate Planning, Asset Managment, Trust Management, Financial Analysis, Private Passport, Web Page Development, Web Page Design, Apple OS, Private Banking
Education
American Public University System 2013 — 2016
Information Technology
Miami Dade College
Sandi Cloch-Ginsburg Sandi Cloch-Ginsburg's Northern Trust Experience 2007 - Present
Job VP at Northern Trust
Industry Financial Services
Experience
Northern Trust 2007 - Present
John E. Fish, Ltd. 1997 - 2007
Harbour Financial Resources, Ltc. 1994 - 1997
Skills
Wealth Management, Estate Tax Planning, High Net Worth..., Asset Allocation, Trust Services, Estate Planning, Investments, Trusts, Financial Planning, Investment Management, Financial Services, Portfolio Management, Securities, Mutual Funds, Asset Management, Finance, Wealth Management...
Education
Loyola University Chicago School of Law 1987 — 1990
JD
University of Illinois at Chicago 1983 — 1987
BA, English, Spanish
Maine East 1979 — 1982
Shelly Nathanson 1969 — 1976
Northern Trust 2007 - Present
John E. Fish, Ltd. 1997 - 2007
Harbour Financial Resources, Ltc. 1994 - 1997
Skills
Wealth Management, Estate Tax Planning, High Net Worth..., Asset Allocation, Trust Services, Estate Planning, Investments, Trusts, Financial Planning, Investment Management, Financial Services, Portfolio Management, Securities, Mutual Funds, Asset Management, Finance, Wealth Management...
Education
Loyola University Chicago School of Law 1987 — 1990
JD
University of Illinois at Chicago 1983 — 1987
BA, English, Spanish
Maine East 1979 — 1982
Shelly Nathanson 1969 — 1976
Jim Hachey's Northern Trust Experience January 2012 - Present
Job Senior Relationship Manager, Institutional Trust at Northern Trust
Industry Financial Services
Experience
Northern Trust January 2012 - Present
Save the Day Goalkeeper Training February 2007 - Present
State Street September 2008 - August 2011
State Street August 2000 - September 2008
State Street February 1994 - August 2000
Education
Massachusetts College of Liberal Arts 1981 — 1985
Bachelor of Science, Finance and Managment
Northern Trust January 2012 - Present
Save the Day Goalkeeper Training February 2007 - Present
State Street September 2008 - August 2011
State Street August 2000 - September 2008
State Street February 1994 - August 2000
Education
Massachusetts College of Liberal Arts 1981 — 1985
Bachelor of Science, Finance and Managment
Scott Altschul Scott Altschul's Northern Trust Experience 1997 - 2002
Job Senior Vice PresidentInvestment Specialist at Key Private Bank
Industry Investment Management
Experience
KeyBank 2011 - January 2015
Wells Fargo 2008 - 2010
Merrill Lynch 2002 - 2007
Northern Trust 1997 - 2002
SunTrust Bank 1995 - 1997
Skills
Wealth Management, Asset Allocation, Management, Asset Management, Investments, Equities, Portfolio Management, Estate Planning, Alternative Investments, Asset Managment
Education
Hofstra University School of Law 1987 — 1990
Juris Doctor, Law
University at Albany, SUNY 1983 — 1987
Bachelors, Economics
KeyBank 2011 - January 2015
Wells Fargo 2008 - 2010
Merrill Lynch 2002 - 2007
Northern Trust 1997 - 2002
SunTrust Bank 1995 - 1997
Skills
Wealth Management, Asset Allocation, Management, Asset Management, Investments, Equities, Portfolio Management, Estate Planning, Alternative Investments, Asset Managment
Education
Hofstra University School of Law 1987 — 1990
Juris Doctor, Law
University at Albany, SUNY 1983 — 1987
Bachelors, Economics
Rajesh Gunasekaran Rajesh Gunasekaran's Northern Trust Experience October 2009 - December 2013
Job Applications Developer at Northern Trust
Industry Computer Software
Experience
Northern Trust October 2009 - December 2013
West Asset Management March 2009 - October 2009
The Warranty Group January 2008 - February 2009
JP Morgan Chase (formerly Bear Stearns) January 2004 - December 2007
Tata Consultancy Services March 2003 - January 2004
Object Frontier August 2002 - March 2003
Skills
Agile Methodologies, WCF, Microsoft SQL Server, WPF, Software Development, jQuery, ASP.NET, .NET, Oracle, SSIS, WinForms, SSRS, NUnit, C#, NHibernate, VB.NET, Sybase, Infragistics, TDD, Certified..., Salesforce.com..., Apex Programming, Apex Data Loader, Visualforce Pages, Salesforce.com, SDLC
Education
Madurai Kamaraj University 1998 — 2002
Bachelor of Engineering, Computer Science Engineering
Northern Trust October 2009 - December 2013
West Asset Management March 2009 - October 2009
The Warranty Group January 2008 - February 2009
JP Morgan Chase (formerly Bear Stearns) January 2004 - December 2007
Tata Consultancy Services March 2003 - January 2004
Object Frontier August 2002 - March 2003
Skills
Agile Methodologies, WCF, Microsoft SQL Server, WPF, Software Development, jQuery, ASP.NET, .NET, Oracle, SSIS, WinForms, SSRS, NUnit, C#, NHibernate, VB.NET, Sybase, Infragistics, TDD, Certified..., Salesforce.com..., Apex Programming, Apex Data Loader, Visualforce Pages, Salesforce.com, SDLC
Education
Madurai Kamaraj University 1998 — 2002
Bachelor of Engineering, Computer Science Engineering
Scott Moorhouse Scott Moorhouse's Northern Trust Experience November 2006 - May 2008
Job Consultant Business Intelligence at Fieldglass
Industry Venture Capital & Private Equity
Experience
Fieldglass August 2012 - Present
2x Consumer Products Growth Partners January 2012 - May 2012
Invermaster May 2011 - August 2011
Ennis Knupp & Associates June 2008 - June 2010
Northern Trust November 2006 - May 2008
Fanplastic Molding Company June 2005 - August 2005
Skills
Financial Modeling, Financial Analysis, Private Equity, Business Strategy, Portfolio Management, Customer Analysis, Microsoft SQL Server, R, Strategic Consulting, DCF Valuation, Investments, Asset Allocation, IRR, Venture Capital, Start-ups
Education
University of South Carolina - The Moore School of Business 2010 — 2012
International MBA, Entrepreneurial and Small Business Operations, 3.85
University of Salamanca 2011 — 2011
Spanish
Miami University 2002 — 2006
Bachelor of Science, Finance
Fieldglass August 2012 - Present
2x Consumer Products Growth Partners January 2012 - May 2012
Invermaster May 2011 - August 2011
Ennis Knupp & Associates June 2008 - June 2010
Northern Trust November 2006 - May 2008
Fanplastic Molding Company June 2005 - August 2005
Skills
Financial Modeling, Financial Analysis, Private Equity, Business Strategy, Portfolio Management, Customer Analysis, Microsoft SQL Server, R, Strategic Consulting, DCF Valuation, Investments, Asset Allocation, IRR, Venture Capital, Start-ups
Education
University of South Carolina - The Moore School of Business 2010 — 2012
International MBA, Entrepreneurial and Small Business Operations, 3.85
University of Salamanca 2011 — 2011
Spanish
Miami University 2002 — 2006
Bachelor of Science, Finance
Christopher Gwinn's Northern Trust Experience January 2013 - Present
Job Investment Associate at Northern Trust
Industry Financial Services
Experience
Northern Trust January 2013 - Present
PNC June 2012 - August 2012
BNP Paribas June 2011 - August 2011
Milwaukee Electric Tool May 2010 - August 2010
Skills
PowerPoint, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Teamwork, Research, Accounting, Public Speaking, Bloomberg, Analysis, Investments, Banking, Finance, Portfolio Management
Education
Marquette University 2008 — 2012
Bachelor of Science; Member, Business Administration; Applied Investment Management Program; Accounting and Finance
Philipps-Universität Marburg 2010 — 2011
German Studies
St. Mary's Preparatory 2004 — 2008
Northern Trust January 2013 - Present
PNC June 2012 - August 2012
BNP Paribas June 2011 - August 2011
Milwaukee Electric Tool May 2010 - August 2010
Skills
PowerPoint, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Teamwork, Research, Accounting, Public Speaking, Bloomberg, Analysis, Investments, Banking, Finance, Portfolio Management
Education
Marquette University 2008 — 2012
Bachelor of Science; Member, Business Administration; Applied Investment Management Program; Accounting and Finance
Philipps-Universität Marburg 2010 — 2011
German Studies
St. Mary's Preparatory 2004 — 2008
Jennifer Hambury Jennifer Hambury's Northern Trust Experience August 2011 - Present
Job Overlay Portfolio Manager, 2nd Vice President
Industry Financial Services
Experience
Northern Trust August 2011 - Present
Northern Trust December 2010 - August 2011
Northern Trust May 2008 - December 2010
Northern Trust October 2004 - May 2008
Skills
Asset Management, Wealth Management, Client Services, Investments, Back Office, Analysis, Banking, Leadership, Management, Portfolio Management
Education
Marymount University 1994 — 1997
Bachelor of Arts (B.A.), Psychology
Northern Trust August 2011 - Present
Northern Trust December 2010 - August 2011
Northern Trust May 2008 - December 2010
Northern Trust October 2004 - May 2008
Skills
Asset Management, Wealth Management, Client Services, Investments, Back Office, Analysis, Banking, Leadership, Management, Portfolio Management
Education
Marymount University 1994 — 1997
Bachelor of Arts (B.A.), Psychology
David Rubis David Rubis's Northern Trust Experience October 2011 - June 2014
Job Portfolio Manager at SperoSmith Investment Advisers, Inc.
Industry Financial Services
Experience
Spero-Smith Investment Advisers, Inc. July 2014 - Present
Northern Trust October 2011 - June 2014
Harris Bank January 2010 - August 2011
Belmont Bank & Trust June 2008 - December 2009
National City Bank June 2004 - June 2008
Skills
Portfolio Management, Investments, Financial Services, Client Relationship..., Business Development, CRM, Series 65, Banking, Leadership, Sales Management, Credit, Sales Process, Loans, Sales, Training, Change Management, Operational Excellence, Finance, Management, Marketing, Underwriting, Small Business Lending, Coaching, Program Management, Commercial Banking, Commercial Lending, Community Development, Financial Analysis, Small Business, Retail Banking, Customer Acquisition, Client Acquisition, Sales Coach, Training &..., Community Relations
Education
North Central College 2008 — 2010
Master's of Business Administration, Management
Miami University 2000 — 2004
Bachelors, Richard T. Farmer School of Business, Finance and Decision Sciences
Midpark High School 1996 — 2000
High School Diploma, College Prep
Spero-Smith Investment Advisers, Inc. July 2014 - Present
Northern Trust October 2011 - June 2014
Harris Bank January 2010 - August 2011
Belmont Bank & Trust June 2008 - December 2009
National City Bank June 2004 - June 2008
Skills
Portfolio Management, Investments, Financial Services, Client Relationship..., Business Development, CRM, Series 65, Banking, Leadership, Sales Management, Credit, Sales Process, Loans, Sales, Training, Change Management, Operational Excellence, Finance, Management, Marketing, Underwriting, Small Business Lending, Coaching, Program Management, Commercial Banking, Commercial Lending, Community Development, Financial Analysis, Small Business, Retail Banking, Customer Acquisition, Client Acquisition, Sales Coach, Training &..., Community Relations
Education
North Central College 2008 — 2010
Master's of Business Administration, Management
Miami University 2000 — 2004
Bachelors, Richard T. Farmer School of Business, Finance and Decision Sciences
Midpark High School 1996 — 2000
High School Diploma, College Prep
J. Benjamin Reidy, CFA J. Benjamin Reidy, CFA's Northern Trust Experience August 2014 - Present
Job Vice President & Corporate Strategy Specialist at Northern Trust
Industry Financial Services
Experience
Northern Trust August 2014 - Present
Northern Trust March 2013 - August 2014
Northern Trust July 2010 - March 2013
Northern Trust November 2006 - July 2010
Nuveen Investments April 2005 - November 2006
Nuveen Investments July 2003 - April 2005
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Strategy, and Managerial Economics
Miami University
BS, Economics
Bexley High School
Northern Trust August 2014 - Present
Northern Trust March 2013 - August 2014
Northern Trust July 2010 - March 2013
Northern Trust November 2006 - July 2010
Nuveen Investments April 2005 - November 2006
Nuveen Investments July 2003 - April 2005
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Strategy, and Managerial Economics
Miami University
BS, Economics
Bexley High School
Lyris Autran Lyris Autran's Northern Trust Experience April 2004 - May 2007
Job Partner Recruitment Technology, Engineering, & Financial Services
Industry Staffing and Recruiting
Experience
Hicks Recruiting LLC June 2014 - Present
SilverSearch, Inc. June 2012 - June 2014
Advantage Technical Resourcing September 2010 - June 2012
The Panel May 2007 - July 2010
Northern Trust April 2004 - May 2007
LexisNexis Matthew Bender 2002 - September 2003
Clinicians Publishing Group 2000 - 2002
Skills
Technical Recruiting, Sourcing, Extensive International..., Customer Service, Contract Recruitment, Permanent Placement, Fund Administration, Recruitment/Retention, Talent Acquisition, Project Coordination, Zoology, Entomology, Ornithology, Medical Publishing, Account Management, Applicant Tracking..., Recruitment Advertising, Business Analysis, Human Resources, Consulting, Database Admin, Resource Management, Quality Assurance, Networking, Executive Search, Information Technology, Talent Management, Business Development, Cold Calling, Publishing, CRM, SharePoint, Employee Relations, Vendor Management, Temporary Placement, Recruiting, Benefits Negotiation, Sales, Internet Recruiting, Salesforce.com, Screening, Onboarding, Project Management, Staffing Services, Screening Resumes, Staff Augmentation, College Recruiting, Search, IT Recruitment
Education
McGill University - Macdonald Campus 1996 — 2000
MSc, Natural Resource Science (Entomology)
McGill University - Macdonald Campus 1992 — 1996
BSc, Natural Resource Science (Zoology)
Rockland Country Day School 1987 — 1992
H.S.
Hicks Recruiting LLC June 2014 - Present
SilverSearch, Inc. June 2012 - June 2014
Advantage Technical Resourcing September 2010 - June 2012
The Panel May 2007 - July 2010
Northern Trust April 2004 - May 2007
LexisNexis Matthew Bender 2002 - September 2003
Clinicians Publishing Group 2000 - 2002
Skills
Technical Recruiting, Sourcing, Extensive International..., Customer Service, Contract Recruitment, Permanent Placement, Fund Administration, Recruitment/Retention, Talent Acquisition, Project Coordination, Zoology, Entomology, Ornithology, Medical Publishing, Account Management, Applicant Tracking..., Recruitment Advertising, Business Analysis, Human Resources, Consulting, Database Admin, Resource Management, Quality Assurance, Networking, Executive Search, Information Technology, Talent Management, Business Development, Cold Calling, Publishing, CRM, SharePoint, Employee Relations, Vendor Management, Temporary Placement, Recruiting, Benefits Negotiation, Sales, Internet Recruiting, Salesforce.com, Screening, Onboarding, Project Management, Staffing Services, Screening Resumes, Staff Augmentation, College Recruiting, Search, IT Recruitment
Education
McGill University - Macdonald Campus 1996 — 2000
MSc, Natural Resource Science (Entomology)
McGill University - Macdonald Campus 1992 — 1996
BSc, Natural Resource Science (Zoology)
Rockland Country Day School 1987 — 1992
H.S.
Christina Sorenson Christina Sorenson's Northern Trust Experience 2008 - 2012
Job Student at University of Richmond School of Law
Industry Legal Services
Experience
Children's Defense Clinic August 2014 - Present
Cook County Office of the Public Guardian - Juvenile Division June 2014 - August 2014
Legal Aid Justice Center January 2014 - May 2014
Northern Trust 2008 - 2012
Skills
Motions, Accounting, Legal Research, Legal Writing, Public Speaking, Social Networking, Westlaw, Nonprofits, Customer Service, Social Media
Education
University of Richmond School of Law 2012 — 2015
Juris Doctor Candidate 2015, Law
Luther College 2002 — 2006
Bachelor of Arts (BA), Accounting
Children's Defense Clinic August 2014 - Present
Cook County Office of the Public Guardian - Juvenile Division June 2014 - August 2014
Legal Aid Justice Center January 2014 - May 2014
Northern Trust 2008 - 2012
Skills
Motions, Accounting, Legal Research, Legal Writing, Public Speaking, Social Networking, Westlaw, Nonprofits, Customer Service, Social Media
Education
University of Richmond School of Law 2012 — 2015
Juris Doctor Candidate 2015, Law
Luther College 2002 — 2006
Bachelor of Arts (BA), Accounting
Joyce Hayden Shepet Joyce Hayden Shepet's Northern Trust Experience 1984 - 1987
Job Experienced Project Management and Event Planning Professional
Industry Marketing and Advertising
Experience
Clean Water Association March 2015 - Present
Pewaukee Lake Water Ski Club 2006 - Present
Self Employed 2005 - Present
US Bank (formerly Firstar Bank) May 1987 - February 1994
Northern Trust 1984 - 1987
US Bank (formerly Firstar Bank and First Wisconsin National Bank) 1982 - 1984
US Bank (formerly First Wisconsin National Bank) 1981 - 1982
Skills
Marketing Automation, Marketing Communications, Marketing, Advertising, Event Planning, Social Media, Nonprofits, Market Research, Product Marketing, Marketing Strategy, Product Management, Business Planning, New Business Development, Management, Market Planning, Public Relations, Account Management, Sales, B2B, Training, Event Management, Program Management, Product Development, Sales Operations, Project Management, Online Marketing, Strategic Planning, Project Planning, Budgets, Entrepreneurship
Education
Marquette University
BS - Business Administration, Finance and Business Economics
Marquette University
MBA
Clean Water Association March 2015 - Present
Pewaukee Lake Water Ski Club 2006 - Present
Self Employed 2005 - Present
US Bank (formerly Firstar Bank) May 1987 - February 1994
Northern Trust 1984 - 1987
US Bank (formerly Firstar Bank and First Wisconsin National Bank) 1982 - 1984
US Bank (formerly First Wisconsin National Bank) 1981 - 1982
Skills
Marketing Automation, Marketing Communications, Marketing, Advertising, Event Planning, Social Media, Nonprofits, Market Research, Product Marketing, Marketing Strategy, Product Management, Business Planning, New Business Development, Management, Market Planning, Public Relations, Account Management, Sales, B2B, Training, Event Management, Program Management, Product Development, Sales Operations, Project Management, Online Marketing, Strategic Planning, Project Planning, Budgets, Entrepreneurship
Education
Marquette University
BS - Business Administration, Finance and Business Economics
Marquette University
MBA
Bradley R. Gabriel's Northern Trust Experience July 2013 - Present
Job Attorney
Industry Legal Services
Experience
Northern Trust July 2013 - Present
Various June 2011 - July 2013
Eurex January 2009 - December 2010
Low Income Taxpayer Clinic at Loyola University January 2009 - May 2009
Business and Corporate Governance Clinic at Loyola University January 2008 - May 2008
Illinois Department of Financial and Professional Regulation January 2008 - May 2008
Education
Loyola University Chicago School of Law 2006 — 2009
Juris Doctor, Certificate in Tax Law
Miami University 2002 — 2006
BA and BS, Philosophy and Finance
Northern Trust July 2013 - Present
Various June 2011 - July 2013
Eurex January 2009 - December 2010
Low Income Taxpayer Clinic at Loyola University January 2009 - May 2009
Business and Corporate Governance Clinic at Loyola University January 2008 - May 2008
Illinois Department of Financial and Professional Regulation January 2008 - May 2008
Education
Loyola University Chicago School of Law 2006 — 2009
Juris Doctor, Certificate in Tax Law
Miami University 2002 — 2006
BA and BS, Philosophy and Finance
James Mulligan James Mulligan's Northern Trust Experience August 2005 - April 2007
Job Senior Benefits Actuarial Consultant
Industry Management Consulting
Experience
Lockton Companies May 2015 - Present
Aon Hewitt July 2010 - April 2015
Morgan Stanley April 2007 - July 2010
Northern Trust August 2005 - April 2007
Skills
Financial Modeling, Actuarial Science, Financial Analysis, Microsoft Excel, Employee Benefits, Valuation, Financial Reporting, Accounting, Risk Management
Education
Northern Illinois University - College of Business 2009 — 2010
Masters, Business Administration
Marquette University 2001 — 2005
BS, Finance
Lockton Companies May 2015 - Present
Aon Hewitt July 2010 - April 2015
Morgan Stanley April 2007 - July 2010
Northern Trust August 2005 - April 2007
Skills
Financial Modeling, Actuarial Science, Financial Analysis, Microsoft Excel, Employee Benefits, Valuation, Financial Reporting, Accounting, Risk Management
Education
Northern Illinois University - College of Business 2009 — 2010
Masters, Business Administration
Marquette University 2001 — 2005
BS, Finance
Michael DeMassa, CFA, CFP®'s Northern Trust Experience May 2008 - Present
Job Vice President/Investments at Northern Trust
Industry Financial Services
Experience
Northern Trust May 2008 - Present
Local Financial Planning Firm January 2002 - May 2008
Prudential Securities June 1999 - June 2001
Robert Mondavi Winery August 1997 - December 1999
Skills
Asset Allocation, Investment Strategies, Wealth Management..., Investment Advisory, Portfolio Management, Asset Management, Mutual Funds, Hedge Funds, Wealth Management, Investment Management, Alternative Investments, Securities, High Net Worth..., Retirement Planning, Investment Policy
Education
M.I.T. 1993 — 1997
B.S., Biology
Northern Trust May 2008 - Present
Local Financial Planning Firm January 2002 - May 2008
Prudential Securities June 1999 - June 2001
Robert Mondavi Winery August 1997 - December 1999
Skills
Asset Allocation, Investment Strategies, Wealth Management..., Investment Advisory, Portfolio Management, Asset Management, Mutual Funds, Hedge Funds, Wealth Management, Investment Management, Alternative Investments, Securities, High Net Worth..., Retirement Planning, Investment Policy
Education
M.I.T. 1993 — 1997
B.S., Biology
Timothy McBride Timothy McBride's Northern Trust Experience 2005 - April 2011
Job Managing Director & Regional Director at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust April 2011 - Present
Northern Trust 2005 - April 2011
Brown Brothers Harriman 1999 - 2005
Skills
Estate Planning, Alternative Investments, Asset Allocation, Wealth Management, High Net Worth..., Series 7, Investments, Asset Managment, Asset Management, Hedge Funds, Investment Management, Investment Advisory, Strategic Financial..., Wealth Management..., Series 63, Mutual Funds, Securities, Equities, Fixed Income, Portfolio Management
Education
Suffolk University - Sawyer School of Management 2001 — 2004
MBA
MIT Sloan School of Management 2000 — 2001
Executive Program
Suffolk University Law School 1991 — 1994
JD
Wesleyan University 1987 — 1991
B.A., Economics
Bessemer Trust April 2011 - Present
Northern Trust 2005 - April 2011
Brown Brothers Harriman 1999 - 2005
Skills
Estate Planning, Alternative Investments, Asset Allocation, Wealth Management, High Net Worth..., Series 7, Investments, Asset Managment, Asset Management, Hedge Funds, Investment Management, Investment Advisory, Strategic Financial..., Wealth Management..., Series 63, Mutual Funds, Securities, Equities, Fixed Income, Portfolio Management
Education
Suffolk University - Sawyer School of Management 2001 — 2004
MBA
MIT Sloan School of Management 2000 — 2001
Executive Program
Suffolk University Law School 1991 — 1994
JD
Wesleyan University 1987 — 1991
B.A., Economics
Will Vial's Northern Trust Experience April 2011 - September 2012
Job Associate at FPL Associates L.P.
Industry Management Consulting
Experience
FPL Advisory Group May 2014 - Present
Mercer Investments August 2012 - May 2014
Northern Trust April 2011 - September 2012
Northern Trust August 2010 - April 2011
MillerCoors March 2008 - March 2009
Skills
Financial Modeling, Business Analysis, Financial Analysis, Bloomberg, Microsoft Office, Process Improvement, Project Management, Microsoft Excel, Leadership, Access, Data Analysis, Forecasting, Analysis
Education
Marquette University 2005 — 2009
Bachelors of Science, Finance/ Operations Supply Chain Management
Marquette University
FPL Advisory Group May 2014 - Present
Mercer Investments August 2012 - May 2014
Northern Trust April 2011 - September 2012
Northern Trust August 2010 - April 2011
MillerCoors March 2008 - March 2009
Skills
Financial Modeling, Business Analysis, Financial Analysis, Bloomberg, Microsoft Office, Process Improvement, Project Management, Microsoft Excel, Leadership, Access, Data Analysis, Forecasting, Analysis
Education
Marquette University 2005 — 2009
Bachelors of Science, Finance/ Operations Supply Chain Management
Marquette University
Scott Hyatt Scott Hyatt's Northern Trust Experience February 2011 - July 2011
Job Vice President Manager of Credit Derivative Business Analysts Front Office at Bank of America
Industry Financial Services
Experience
Bank of America February 2015 - Present
Bank of America February 2014 - January 2015
Bank of America January 2013 - January 2014
Bank of America July 2011 - December 2012
Northern Trust February 2011 - July 2011
Northern Trust October 2010 - January 2011
Northern Trust March 2010 - September 2010
Northern Trust August 2009 - February 2010
Northern Trust October 2008 - July 2009
Northern Trust February 2008 - September 2008
Skills
Bloomberg, Derivatives, Fixed Income, Python, VBA, Visual Basic, American Sign Language, Project Management, Visio, FpML, XML, Credit Derivatives, Capital Markets, Trading, Equities, Middle Office, Securities, Microsoft Excel, Matlab, Dodd-Frank, Front Office, Management, Leadership, Conflict Resolution, Intellectually Curious, Business Analysis
Education
The University of Chicago - Booth School of Business 2013 — 2016
MBA, Quantitative Finance, Management
Miami University 2002 — 2006
B.S. in Finance and a minor in International Studies
Bank of America February 2015 - Present
Bank of America February 2014 - January 2015
Bank of America January 2013 - January 2014
Bank of America July 2011 - December 2012
Northern Trust February 2011 - July 2011
Northern Trust October 2010 - January 2011
Northern Trust March 2010 - September 2010
Northern Trust August 2009 - February 2010
Northern Trust October 2008 - July 2009
Northern Trust February 2008 - September 2008
Skills
Bloomberg, Derivatives, Fixed Income, Python, VBA, Visual Basic, American Sign Language, Project Management, Visio, FpML, XML, Credit Derivatives, Capital Markets, Trading, Equities, Middle Office, Securities, Microsoft Excel, Matlab, Dodd-Frank, Front Office, Management, Leadership, Conflict Resolution, Intellectually Curious, Business Analysis
Education
The University of Chicago - Booth School of Business 2013 — 2016
MBA, Quantitative Finance, Management
Miami University 2002 — 2006
B.S. in Finance and a minor in International Studies
Katrina Querriera Katrina Querriera's Northern Trust Experience July 2001 - August 2004
Job President, YouTurnMusic LLC
Industry Music
Experience
YouTurnMusic LLC April 2010 - Present
Piano Studio March 2009 - Present
Rosenow Spevacek Group January 2008 - July 2008
RBF Consulting May 2006 - December 2007
RBF Consulting May 2005 - December 2005
Northern Trust July 2001 - August 2004
Skills
Music Education
Education
University of Southern California 2004 — 2006
Master of Planning, Economic Development
Manhattan School of Music 1996 — 2000
Bachelor of Music, Piano Performance
YouTurnMusic LLC April 2010 - Present
Piano Studio March 2009 - Present
Rosenow Spevacek Group January 2008 - July 2008
RBF Consulting May 2006 - December 2007
RBF Consulting May 2005 - December 2005
Northern Trust July 2001 - August 2004
Skills
Music Education
Education
University of Southern California 2004 — 2006
Master of Planning, Economic Development
Manhattan School of Music 1996 — 2000
Bachelor of Music, Piano Performance
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
Ken Saunders Ken Saunders's Northern Trust Experience 1981 - 1983
Job Search Engine Marketing Strategist
Industry Information Technology and Services
Experience
Search Engine Experts, LLC August 2007 - Present
Domin-8 Enterprise Solutions January 2004 - August 2007
Convergys 1988 - 2003
Computer Task Group 1983 - 1987
Northern Trust 1981 - 1983
Skills
search engine..., search engine marketing, pay-per-click campaigns, Web Marketing, Web Analytics, SEO, SEM, Trade Shows, Lead Generation, Online Marketing, Digital Marketing, Sales, PPC, Marketing Management, Marketing, Google Analytics, Marketing Communications, Start-ups, Online Advertising, Affiliate Marketing, Email Marketing, Mobile Marketing, Demand Generation, Social Media, Social Media Marketing, Competitive Analysis, Advertising
Education
Wyoming High School 1973 — 1987
Miami University 1977 — 1981
BS in Applied Science, Systems Analysis
Search Engine Experts, LLC August 2007 - Present
Domin-8 Enterprise Solutions January 2004 - August 2007
Convergys 1988 - 2003
Computer Task Group 1983 - 1987
Northern Trust 1981 - 1983
Skills
search engine..., search engine marketing, pay-per-click campaigns, Web Marketing, Web Analytics, SEO, SEM, Trade Shows, Lead Generation, Online Marketing, Digital Marketing, Sales, PPC, Marketing Management, Marketing, Google Analytics, Marketing Communications, Start-ups, Online Advertising, Affiliate Marketing, Email Marketing, Mobile Marketing, Demand Generation, Social Media, Social Media Marketing, Competitive Analysis, Advertising
Education
Wyoming High School 1973 — 1987
Miami University 1977 — 1981
BS in Applied Science, Systems Analysis
Jeremy R. Klein's Northern Trust Experience July 2013 - August 2014
Job Graduate Student Consultant; Private Equity & Agribusiness
Industry Financial Services
Experience
John Pappajohn Entrepreneurial Center August 2014 - Present
Summit Agricultural Group December 2014 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas June 2015 - August 2015
Northern Trust July 2013 - August 2014
Xsite Real Estate, Inc. October 2012 - July 2013
ALDI Stores January 2012 - June 2012
Miami University August 2007 - December 2011
Morgan Stanley Smith Barney May 2011 - August 2011
Adventist Health System May 2011 - August 2011
Gammonly Real Estate Development June 2010 - August 2010
Skills
Investments, Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Portfolio Management, Sales, Marketing, Customer Service, Leadership, Market Research, Bloomberg, Equities, Financial Reporting, Risk Management, Negotiation, Real Estate Development, Commercial Real Estate, Asset Management, Economics, Finance, Due Diligence
Education
University of Iowa - Henry B. Tippie College of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.49
Miami University 2007 — 2011
B.S., Finance
QUT 2008 — 2008
N/A, Economics
Hinsdale Central High School 2004 — 2007
High School
John Pappajohn Entrepreneurial Center August 2014 - Present
Summit Agricultural Group December 2014 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas June 2015 - August 2015
Northern Trust July 2013 - August 2014
Xsite Real Estate, Inc. October 2012 - July 2013
ALDI Stores January 2012 - June 2012
Miami University August 2007 - December 2011
Morgan Stanley Smith Barney May 2011 - August 2011
Adventist Health System May 2011 - August 2011
Gammonly Real Estate Development June 2010 - August 2010
Skills
Investments, Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Portfolio Management, Sales, Marketing, Customer Service, Leadership, Market Research, Bloomberg, Equities, Financial Reporting, Risk Management, Negotiation, Real Estate Development, Commercial Real Estate, Asset Management, Economics, Finance, Due Diligence
Education
University of Iowa - Henry B. Tippie College of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.49
Miami University 2007 — 2011
B.S., Finance
QUT 2008 — 2008
N/A, Economics
Hinsdale Central High School 2004 — 2007
High School
MaryKay Mark MaryKay Mark's Northern Trust Experience 2005 - November 2010
Job Director of Gift Planning at Greater Milwaukee Foundation
Industry Philanthropy
Experience
Greater Milwaukee Foundation September 2014 - Present
Northern Trust Company November 2010 - September 2014
Northern Trust 2005 - November 2010
Fleck Foundation July 1996 - April 2002
Skills
Trust Services, High Net Worth..., Private Wealth..., Private Banking, Wealth Management, Estate Planning, Wealth Management..., Asset Allocation, Investment Management, Retirement Planning, Strategic Financial..., Series 7, Asset Management, Trusts, Alternative Investments, Estate Tax Planning, Securities, Mutual Funds, Portfolio Management, Finance, Derivatives, Investments, Banking, Commercial Lending, Equities, Risk Management, Credit Analysis, Financial Analysis, Loans, 401k, Due Diligence, Capital Markets, Cash Management, Investment Strategies, Fixed Income, Investment Advisory, Wealth, Financial Planning
Education
Marquette University
Bachelor of Science, Accounting
Greater Milwaukee Foundation September 2014 - Present
Northern Trust Company November 2010 - September 2014
Northern Trust 2005 - November 2010
Fleck Foundation July 1996 - April 2002
Skills
Trust Services, High Net Worth..., Private Wealth..., Private Banking, Wealth Management, Estate Planning, Wealth Management..., Asset Allocation, Investment Management, Retirement Planning, Strategic Financial..., Series 7, Asset Management, Trusts, Alternative Investments, Estate Tax Planning, Securities, Mutual Funds, Portfolio Management, Finance, Derivatives, Investments, Banking, Commercial Lending, Equities, Risk Management, Credit Analysis, Financial Analysis, Loans, 401k, Due Diligence, Capital Markets, Cash Management, Investment Strategies, Fixed Income, Investment Advisory, Wealth, Financial Planning
Education
Marquette University
Bachelor of Science, Accounting
Philip W Hotchkiss Philip W Hotchkiss's Northern Trust Experience April 2007 - March 2008
Job Senior Wealth Strategist at TrustBank
Industry Financial Services
Experience
TrustBank February 2013 - Present
Independent Planner and Insurance Producer March 2008 - February 2013
Northern Trust April 2007 - March 2008
Harris Private Bank May 2005 - April 2007
TD Waterhouse 2003 - 2005
Charles Schwab & Co., Inc. 1991 - 2003
Skills
Strategic Financial..., Small Business, Wealth Management, Financial Services, Management, Investments, Retirement Planning, Estate Planning, Mutual Funds, Financial Planners, Portfolio Management, Loans, Business Planning, Finance, Financial Advisory, Investment Advisory, Financial Planning
Education
Menlo College 1981 — 1985
BS Business Administration and Accounting
TrustBank February 2013 - Present
Independent Planner and Insurance Producer March 2008 - February 2013
Northern Trust April 2007 - March 2008
Harris Private Bank May 2005 - April 2007
TD Waterhouse 2003 - 2005
Charles Schwab & Co., Inc. 1991 - 2003
Skills
Strategic Financial..., Small Business, Wealth Management, Financial Services, Management, Investments, Retirement Planning, Estate Planning, Mutual Funds, Financial Planners, Portfolio Management, Loans, Business Planning, Finance, Financial Advisory, Investment Advisory, Financial Planning
Education
Menlo College 1981 — 1985
BS Business Administration and Accounting
Ashley Dostal Ashley Dostal's Northern Trust Experience September 2013 - April 2014
Job Campus Recruiter at A.T. Kearney
Industry Management Consulting
Experience
A.T. Kearney July 2015 - Present
Strategy&, a member of the PwC network of firms (formerly Booz & Company) April 2014 - July 2015
Northern Trust September 2013 - April 2014
CEB July 2011 - September 2013
Hasbro May 2010 - June 2010
Skills
Account Management, Sales, Recruiting, Onboarding, Salesforce.com, Objection Handling, CRM, Management Consulting, Time Management, BrassRing, Corporate Events, Taleo, Human Resources, Leadership, New Business Development, Social Media
Education
Miami University 2007 — 2011
B.S. in Business, Marketing
Northwestern University
Fundamentals of Human Resources
Walsh Jesuit High School 2003 — 2007
A.T. Kearney July 2015 - Present
Strategy&, a member of the PwC network of firms (formerly Booz & Company) April 2014 - July 2015
Northern Trust September 2013 - April 2014
CEB July 2011 - September 2013
Hasbro May 2010 - June 2010
Skills
Account Management, Sales, Recruiting, Onboarding, Salesforce.com, Objection Handling, CRM, Management Consulting, Time Management, BrassRing, Corporate Events, Taleo, Human Resources, Leadership, New Business Development, Social Media
Education
Miami University 2007 — 2011
B.S. in Business, Marketing
Northwestern University
Fundamentals of Human Resources
Walsh Jesuit High School 2003 — 2007
Christopher Joyce's Northern Trust Experience July 2011 - April 2015
Job Sales Development Representative at Raise.com
Industry Financial Services
Experience
Raise.com August 2015 - Present
Deutsche Bank April 2015 - July 2015
Northern Trust July 2011 - April 2015
Northern Trust July 2008 - August 2011
Skills
Bloomberg, Valuation, Fixed Income, Securities, Equities, Hedge Funds, Alternative Investments, Asset Management, Portfolio Management, Derivatives, Mutual Funds, Investments, Financial Modeling, Series 7, Asset Allocation, Options, Capital Markets, Financial Analysis, Wealth Management, Trading, Series 63, Bloomberg Terminal, Financial Markets, Investment Banking, Hedging, Finance
Education
Miami University 2005 — 2008
The Catholic University of America 2004 — 2005
Loyola Academy 2000 — 2004
Raise.com August 2015 - Present
Deutsche Bank April 2015 - July 2015
Northern Trust July 2011 - April 2015
Northern Trust July 2008 - August 2011
Skills
Bloomberg, Valuation, Fixed Income, Securities, Equities, Hedge Funds, Alternative Investments, Asset Management, Portfolio Management, Derivatives, Mutual Funds, Investments, Financial Modeling, Series 7, Asset Allocation, Options, Capital Markets, Financial Analysis, Wealth Management, Trading, Series 63, Bloomberg Terminal, Financial Markets, Investment Banking, Hedging, Finance
Education
Miami University 2005 — 2008
The Catholic University of America 2004 — 2005
Loyola Academy 2000 — 2004
Holly J. Braddock Holly J. Braddock's Northern Trust Experience February 2011 - May 2011
Job INTEGRATED MARKETING AND COMMUNICATIONS
Industry Marketing and Advertising
Experience
NORTHERN TRUST February 2011 - May 2011
BMO CAPITAL MARKETS / HARRIS BANK 2010 - 2010
BANK OF AMERICA / LASALLE BANK January 2005 - May 2008
M&T BANK CORPORATION 2002 - 2004
WASHINGTON MUTUAL BANK / CHASE February 2001 - July 2001
PNC BANK CORPORATION April 1996 - February 2001
STATEWIDE FUNDING INC / M&T MORTGAGE BANK October 1991 - November 1995
Skills
Commercial Banking, Commercial Lending, Marketing, Corporate Communications, Integrated Marketing, Banking, Creative Writing, Creative Strategy, Financial Services..., Bank Marketing and..., Creative Direction, Brand Development, Portfolio Management, Internal Communications, Marketing Strategy, Loans, Leadership, Promotions, Brand Management, Asset Based Lending, Sales, Marketing Communications, Strategy, Financial Services, Advertising, Management, Email Marketing
Education
SIENA COLLEGE, LOUDONVILLE, NEW YORK - ALBANY COUNTY 1987 — 1990
BS, MARKETING & MANAGEMENT
MARYMOUNT COLLEGE, TARRYTOWN, NEW YORK - WESTCHESTER COUNTY, N/K/A FORDHAM UNIVERSITY 1986 — 1987
ECONOMICS AND FINE ARTS
SHENENDEHOWA HIGH SCHOOL, CLIFTON PARK, NEW YORK - SARATOGA COUNTY 1983 — 1986
HIGH SCHOOL HONORARY REGENTS DEGREE, MARKETING AND FINE ART
NORTHERN TRUST February 2011 - May 2011
BMO CAPITAL MARKETS / HARRIS BANK 2010 - 2010
BANK OF AMERICA / LASALLE BANK January 2005 - May 2008
M&T BANK CORPORATION 2002 - 2004
WASHINGTON MUTUAL BANK / CHASE February 2001 - July 2001
PNC BANK CORPORATION April 1996 - February 2001
STATEWIDE FUNDING INC / M&T MORTGAGE BANK October 1991 - November 1995
Skills
Commercial Banking, Commercial Lending, Marketing, Corporate Communications, Integrated Marketing, Banking, Creative Writing, Creative Strategy, Financial Services..., Bank Marketing and..., Creative Direction, Brand Development, Portfolio Management, Internal Communications, Marketing Strategy, Loans, Leadership, Promotions, Brand Management, Asset Based Lending, Sales, Marketing Communications, Strategy, Financial Services, Advertising, Management, Email Marketing
Education
SIENA COLLEGE, LOUDONVILLE, NEW YORK - ALBANY COUNTY 1987 — 1990
BS, MARKETING & MANAGEMENT
MARYMOUNT COLLEGE, TARRYTOWN, NEW YORK - WESTCHESTER COUNTY, N/K/A FORDHAM UNIVERSITY 1986 — 1987
ECONOMICS AND FINE ARTS
SHENENDEHOWA HIGH SCHOOL, CLIFTON PARK, NEW YORK - SARATOGA COUNTY 1983 — 1986
HIGH SCHOOL HONORARY REGENTS DEGREE, MARKETING AND FINE ART
Effy Washnock, CFA Effy Washnock, CFA's Northern Trust Experience June 2007 - Present
Job Research Analyst at Northern Trust
Industry Financial Services
Experience
Northern Trust June 2007 - Present
Evaluation Associates 2006 - 2007
Verizon 2002 - 2006
Skills
Asset Allocation, Bloomberg, Equities, Portfolio Management, Asset Managment, Investments, Investment Strategies, Mutual Funds, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
M.B.A.
Massachusetts Institute of Technology 1998 — 2002
B.S., Management Science
Northern Trust June 2007 - Present
Evaluation Associates 2006 - 2007
Verizon 2002 - 2006
Skills
Asset Allocation, Bloomberg, Equities, Portfolio Management, Asset Managment, Investments, Investment Strategies, Mutual Funds, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
M.B.A.
Massachusetts Institute of Technology 1998 — 2002
B.S., Management Science
Juan Noble's Northern Trust Experience November 2012 - January 2013
Job Video Assistant at University of Miami
Industry Sports
Experience
Bendixen & Amandi International January 2015 - Present
University of Miami February 2014 - Present
Northern Trust November 2012 - January 2013
Democratic National Committee September 2012 - November 2012
Organizing for America June 2012 - August 2012
University of Maryland August 2010 - May 2012
Skills
Research, Microsoft Office, Social Media, History, Sports, Facebook, Digital Media, Wikipedia, Political Campaigns, Advertising, Video, Film, Public Relations
Education
University of Miami 2014 — 2016
Bachelor of Arts (B.A.), Political Science
Miami Dade College 2013 — 2013
Associate of Arts (A.A.), History
University of Maryland College Park 2010 — 2012
Bachelors, Undecided
Gulliver Prepatory 2006 — 2010
High School
Bendixen & Amandi International January 2015 - Present
University of Miami February 2014 - Present
Northern Trust November 2012 - January 2013
Democratic National Committee September 2012 - November 2012
Organizing for America June 2012 - August 2012
University of Maryland August 2010 - May 2012
Skills
Research, Microsoft Office, Social Media, History, Sports, Facebook, Digital Media, Wikipedia, Political Campaigns, Advertising, Video, Film, Public Relations
Education
University of Miami 2014 — 2016
Bachelor of Arts (B.A.), Political Science
Miami Dade College 2013 — 2013
Associate of Arts (A.A.), History
University of Maryland College Park 2010 — 2012
Bachelors, Undecided
Gulliver Prepatory 2006 — 2010
High School
Jack Statza's Northern Trust Experience October 2012 - May 2014
Job Investment Banking Associate at Livingstone
Industry Investment Banking
Experience
Livingstone July 2015 - Present
Sente Advisory Services January 2015 - April 2015
Lazard June 2014 - August 2014
Northern Trust October 2012 - May 2014
Northern Trust May 2010 - October 2012
Skills
Bloomberg, Valuation, Investments, Securities, Visual Basic, Analysis, Financial Reporting, Equities, Portfolio Management, Capital Markets
Education
The University of Chicago Booth School of Business 2012 — 2015
MBA, Finance, Accounting, Economics, and Entrepreneurship
University of Wisconsin-Madison - School of Business 2005 — 2009
BBA, Finance, Investment, and Banking
Macquarie University 2008 — 2008
Lake Forest High School 2001 — 2005
Livingstone July 2015 - Present
Sente Advisory Services January 2015 - April 2015
Lazard June 2014 - August 2014
Northern Trust October 2012 - May 2014
Northern Trust May 2010 - October 2012
Skills
Bloomberg, Valuation, Investments, Securities, Visual Basic, Analysis, Financial Reporting, Equities, Portfolio Management, Capital Markets
Education
The University of Chicago Booth School of Business 2012 — 2015
MBA, Finance, Accounting, Economics, and Entrepreneurship
University of Wisconsin-Madison - School of Business 2005 — 2009
BBA, Finance, Investment, and Banking
Macquarie University 2008 — 2008
Lake Forest High School 2001 — 2005
Russell Parker Russell Parker's Northern Trust Experience August 2005 - January 2012
Job Executive Chef The Buffet at Wynn Las Vegas
Industry Hospitality
Experience
Wynn Las Vegas March 2014 - Present
Wynn Las Vegas January 2012 - March 2014
Northern Trust August 2005 - January 2012
Lasso the Moon Culinary Events July 2001 - May 2005
Norman's March 1997 - July 2001
Two Chefs Catering 1996 - 1997
Wyndham Blitmore Hotel September 1995 - September 1996
Prezzo January 1993 - August 1995
Skills
Menu Development, Catering, Fine Dining, Restaurants, Food & Beverage, Hospitality, Culinary Skills, Banquets, Food Service, Cooking, Restaurant Management, Hotels, Food, Chef, Pre-opening, Gourmet, Sanitation, Recipes, Cuisine, Pastry, Food Preparation, Wine, Menu Costing, Resorts, Food Safety, Hospitality Management, Hotel Management, Hospitality Industry, Cost Control, Menu Engineering, Culinary Management, Hiring, Seafood, Sauces, Micros, New Restaurant Openings, Labor Control, Mediterranean, Food Cost Management, Food Quality, Recipe Testing, P&L, Food Industry, ServSafe, HACCP, Hygiene, Front Office, Baking, Casino, Banquet Operations
Education
Miami Dade College 1998 — 2000
Associates Degree, Psychology
Culinary Institute of America Greystone 1994 — 1994
N/A, Culinary Arts
Westminster Christian 1975 — 1987
High School, General, 1-11
Wynn Las Vegas March 2014 - Present
Wynn Las Vegas January 2012 - March 2014
Northern Trust August 2005 - January 2012
Lasso the Moon Culinary Events July 2001 - May 2005
Norman's March 1997 - July 2001
Two Chefs Catering 1996 - 1997
Wyndham Blitmore Hotel September 1995 - September 1996
Prezzo January 1993 - August 1995
Skills
Menu Development, Catering, Fine Dining, Restaurants, Food & Beverage, Hospitality, Culinary Skills, Banquets, Food Service, Cooking, Restaurant Management, Hotels, Food, Chef, Pre-opening, Gourmet, Sanitation, Recipes, Cuisine, Pastry, Food Preparation, Wine, Menu Costing, Resorts, Food Safety, Hospitality Management, Hotel Management, Hospitality Industry, Cost Control, Menu Engineering, Culinary Management, Hiring, Seafood, Sauces, Micros, New Restaurant Openings, Labor Control, Mediterranean, Food Cost Management, Food Quality, Recipe Testing, P&L, Food Industry, ServSafe, HACCP, Hygiene, Front Office, Baking, Casino, Banquet Operations
Education
Miami Dade College 1998 — 2000
Associates Degree, Psychology
Culinary Institute of America Greystone 1994 — 1994
N/A, Culinary Arts
Westminster Christian 1975 — 1987
High School, General, 1-11
Brittany Sever's Northern Trust Experience October 2000 - June 2005
Job Bringing strategy to marketing and operations
Industry Staffing and Recruiting
Experience
TeleTech May 2014 - Present
Orica November 2013 - May 2014
Orica July 2012 - October 2013
Peninsula Partners Inc. April 2012 - April 2013
Zayo Group April 2011 - April 2012
Level 3 Communications July 2010 - April 2011
Level 3 Communications September 2009 - June 2010
Level 3 Communications August 2007 - September 2009
University of Michigan Ross School of Business March 2006 - August 2006
Northern Trust October 2000 - June 2005
Skills
Marketing Strategy, Lead Generation, B2B Marketing, Leadership Development, Project Planning, Process Improvement, Brand Awareness, Brand Development..., Product Marketing, Talent Management, Project Management, Relationship Management, CRM, Business Strategy, Public Speaking, Salesforce.com, Talent Acquisition, Marketing, Talent Acquisition..., University Relations, Strategic Recruitment..., Sales Enablement, Business Process, Business Relationship..., Client Relationship..., Speaking Engagements, Wealth Management, HR Metrics, Metrics Reporting, Strategy, Human Resources, Training, Analytics, Recruiting, Management, Team Leadership, Change Management, Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA, Operations and Leadership
Miami University 1992 — 1996
BS, Finance
TeleTech May 2014 - Present
Orica November 2013 - May 2014
Orica July 2012 - October 2013
Peninsula Partners Inc. April 2012 - April 2013
Zayo Group April 2011 - April 2012
Level 3 Communications July 2010 - April 2011
Level 3 Communications September 2009 - June 2010
Level 3 Communications August 2007 - September 2009
University of Michigan Ross School of Business March 2006 - August 2006
Northern Trust October 2000 - June 2005
Skills
Marketing Strategy, Lead Generation, B2B Marketing, Leadership Development, Project Planning, Process Improvement, Brand Awareness, Brand Development..., Product Marketing, Talent Management, Project Management, Relationship Management, CRM, Business Strategy, Public Speaking, Salesforce.com, Talent Acquisition, Marketing, Talent Acquisition..., University Relations, Strategic Recruitment..., Sales Enablement, Business Process, Business Relationship..., Client Relationship..., Speaking Engagements, Wealth Management, HR Metrics, Metrics Reporting, Strategy, Human Resources, Training, Analytics, Recruiting, Management, Team Leadership, Change Management, Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA, Operations and Leadership
Miami University 1992 — 1996
BS, Finance
Richard F. Park Richard F. Park's Northern Trust Experience September 1992 - Present
Job Estate Administration at The Northern Trust Company
Industry Banking
Experience
Northern Trust September 1992 - Present
SunTrust Bank 1988 - 1992
Riggs National Bank of Washington, DC 1986 - 1988
Union Trust Company of Maryland 1978 - 1986
The Equitable Trust Company 1974 - 1978
Skills
Asset Management, Asset Allocation, Financial Services, Investments
Education
Unversity of Pennsylvania Law School 1971 — 1974
Doctor of Law (J.D.)
Massachusetts Institute of Technology 1967 — 1971
Bachelor of Science (BS), Political Science
Northern Trust September 1992 - Present
SunTrust Bank 1988 - 1992
Riggs National Bank of Washington, DC 1986 - 1988
Union Trust Company of Maryland 1978 - 1986
The Equitable Trust Company 1974 - 1978
Skills
Asset Management, Asset Allocation, Financial Services, Investments
Education
Unversity of Pennsylvania Law School 1971 — 1974
Doctor of Law (J.D.)
Massachusetts Institute of Technology 1967 — 1971
Bachelor of Science (BS), Political Science
Ed Morel's Northern Trust Experience January 2015 - Present
Job Investment Performance Analyst at Northern Trust
Industry Financial Services
Experience
Northern Trust January 2015 - Present
Skills
Options Strategies, Equity Trading, Sales, Bilingual-Spanish, Quantitative Analysis, Technical Analysis, Fundamental Analysis, Equity Research, Options, Bloomberg Terminal, Trading, Private Equity, Series 7, Economics, Series 63, Mergers, Equity Valuation
Education
University of Miami - School of Business 2011 — 2013
Master's of Business Administration
Manhattan College 1999 — 2003
Bachelor of Science
Northern Trust January 2015 - Present
Skills
Options Strategies, Equity Trading, Sales, Bilingual-Spanish, Quantitative Analysis, Technical Analysis, Fundamental Analysis, Equity Research, Options, Bloomberg Terminal, Trading, Private Equity, Series 7, Economics, Series 63, Mergers, Equity Valuation
Education
University of Miami - School of Business 2011 — 2013
Master's of Business Administration
Manhattan College 1999 — 2003
Bachelor of Science
Nadine S. Givens's Northern Trust Experience August 1984 - July 1988
Job Senior Vice President, Market Director Wealth Management at PNC
Industry Financial Services
Experience
PNC September 2011 - Present
BKD Wealth Advisors November 2008 - September 2011
J.P. Morgan July 1988 - October 2008
Northern Trust August 1984 - July 1988
Skills
Wealth Management, Investments, Financial Analysis, Banking, Portfolio Management, Strategic Financial..., Risk Management, Customer Service, Asset Management, Strategic Planning, Asset Allocation, Loans, Alternative Investments, Commercial Lending, Private Banking, Treasury Management, Team Management, Business Strategy, Commercial Banking, Financial Planning, Investment Management, Management Consulting, Cash Management, Market Research, Business Development, Retirement Planning, Credit, Business Planning, Series 7, Leadership, Sales Management, Business Analysis
Education
Miami University 1979 — 1984
Bachelor's degree, Marketing
PNC September 2011 - Present
BKD Wealth Advisors November 2008 - September 2011
J.P. Morgan July 1988 - October 2008
Northern Trust August 1984 - July 1988
Skills
Wealth Management, Investments, Financial Analysis, Banking, Portfolio Management, Strategic Financial..., Risk Management, Customer Service, Asset Management, Strategic Planning, Asset Allocation, Loans, Alternative Investments, Commercial Lending, Private Banking, Treasury Management, Team Management, Business Strategy, Commercial Banking, Financial Planning, Investment Management, Management Consulting, Cash Management, Market Research, Business Development, Retirement Planning, Credit, Business Planning, Series 7, Leadership, Sales Management, Business Analysis
Education
Miami University 1979 — 1984
Bachelor's degree, Marketing
Ashley Craig's Northern Trust Experience August 2011 - August 2013
Job Legal Counsel for Northern Trust Corporation
Industry Law Practice
Experience
Northern Trust Corporation August 2013 - Present
Northern Trust August 2011 - August 2013
Popovits & Robinson May 2012 - December 2012
American Medical Association May 2011 - August 2011
Pierce Davis & Perritano, LLP June 2008 - August 2010
Irish Parliament August 2006 - December 2006
Democratic Congressional Campaign Committee August 2005 - December 2005
Skills
Trials, Legal Writing, Legal Research, Research, Westlaw, Civil Litigation
Education
Loyola University Chicago School of Law 2010 — 2013
Juris Doctor, Health Law
The Catholic University of America 2004 — 2008
BA, Politics, History
Northern Trust Corporation August 2013 - Present
Northern Trust August 2011 - August 2013
Popovits & Robinson May 2012 - December 2012
American Medical Association May 2011 - August 2011
Pierce Davis & Perritano, LLP June 2008 - August 2010
Irish Parliament August 2006 - December 2006
Democratic Congressional Campaign Committee August 2005 - December 2005
Skills
Trials, Legal Writing, Legal Research, Research, Westlaw, Civil Litigation
Education
Loyola University Chicago School of Law 2010 — 2013
Juris Doctor, Health Law
The Catholic University of America 2004 — 2008
BA, Politics, History
Steven Kass's Northern Trust Experience January 2009 - April 2012
Job Director of Development Wisconsin & Illinois at Ducks Unlimited
Industry Environmental Services
Experience
Ducks Unlimited April 2012 - Present
Northern Trust January 2009 - April 2012
US Bank June 2005 - January 2009
Polar Station Christmas Tree Delivery October 2000 - January 2005
US Bank August 1999 - May 2004
Skills
Credit, Private Banking, Strategic Planning, Loans, Non-profits, Wealth Management, Investments, Finance, Strategy, Nonprofits, Proposal Writing, Event Management, Fundraising, Leadership, Portfolio Management
Education
Marquette University
MBA, Graduate School of Management
University of Wisconsin-Madison 1996 — 1998
Bachelor of Science, Animal Sciences
United States Air Force Academy 1994 — 1995
Marquette University High School 1990 — 1994
Ducks Unlimited April 2012 - Present
Northern Trust January 2009 - April 2012
US Bank June 2005 - January 2009
Polar Station Christmas Tree Delivery October 2000 - January 2005
US Bank August 1999 - May 2004
Skills
Credit, Private Banking, Strategic Planning, Loans, Non-profits, Wealth Management, Investments, Finance, Strategy, Nonprofits, Proposal Writing, Event Management, Fundraising, Leadership, Portfolio Management
Education
Marquette University
MBA, Graduate School of Management
University of Wisconsin-Madison 1996 — 1998
Bachelor of Science, Animal Sciences
United States Air Force Academy 1994 — 1995
Marquette University High School 1990 — 1994
William Fritz's Northern Trust Experience June 2007 - August 2007
Job Associate at JP Morgan
Industry Financial Services
Experience
J.P. Morgan July 2010 - Present
Bank of America July 2008 - July 2010
Northern Trust June 2007 - August 2007
Maximum Independent Brokerage May 2006 - August 2006
Education
Marquette University 2004 — 2008
BS, Finance and International Business
J.P. Morgan July 2010 - Present
Bank of America July 2008 - July 2010
Northern Trust June 2007 - August 2007
Maximum Independent Brokerage May 2006 - August 2006
Education
Marquette University 2004 — 2008
BS, Finance and International Business
Blake Lunt Blake Lunt's Northern Trust Experience April 2010 - June 2013
Job Real Estate Director at REVA Development Partners LLC.
Industry Real Estate
Experience
Reva Development Partners LLC. January 2014 - Present
Realogic Analytics, Inc. September 2013 - December 2013
Northern Trust April 2010 - June 2013
Northern Trust April 2006 - March 2010
Hamilton Partners December 2005 - March 2006
Synovate August 2005 - December 2005
Skills
Real Estate Investment, Valuation, Financial Modeling, Credit Analysis, Market Research, Underwriting, Risk Management, Account Management, Commercial Real Estate, Real Estate Transactions, Real Estate Development, New Business Development, Real Estate, Financial Analysis, Portfolio Management, Commercial Lending, Market Analysis, Due Diligence
Education
Northwestern University - Kellogg School of Management 2011 — 2014
Master of Business Administration (MBA), Real Estate, Finance
Miami University 2001 — 2005
Bachelor of Science (BS), Marketing
Reva Development Partners LLC. January 2014 - Present
Realogic Analytics, Inc. September 2013 - December 2013
Northern Trust April 2010 - June 2013
Northern Trust April 2006 - March 2010
Hamilton Partners December 2005 - March 2006
Synovate August 2005 - December 2005
Skills
Real Estate Investment, Valuation, Financial Modeling, Credit Analysis, Market Research, Underwriting, Risk Management, Account Management, Commercial Real Estate, Real Estate Transactions, Real Estate Development, New Business Development, Real Estate, Financial Analysis, Portfolio Management, Commercial Lending, Market Analysis, Due Diligence
Education
Northwestern University - Kellogg School of Management 2011 — 2014
Master of Business Administration (MBA), Real Estate, Finance
Miami University 2001 — 2005
Bachelor of Science (BS), Marketing
Caroline Hull, MBA, MSIMC Caroline Hull, MBA, MSIMC's Northern Trust Experience August 2006 - August 2008
Job Field Marketing Manager at FinancialForce.com
Industry Marketing and Advertising
Experience
FinancialForce.com December 2014 - Present
FinancialForce.com March 2013 - November 2014
Schumacher Capital, LLC December 2010 - March 2013
Northern Trust August 2006 - August 2008
RBS Greenwich Capital June 2005 - August 2005
Skills
Marketing, Competitive Analysis, Market Research, Marketing Strategy, Strategic Planning, Financial Analysis, Relationship Management, Salesforce.com, Field Marketing, Event Planning, Marketo, Marketing Communications, Demand Generation, Pipeline Generation, CRM, ERP, Management, Business Planning, Corporate Events
Education
Loyola University of Chicago - Graduate School of Business 2008 — 2010
MBA, Marketing
Quinlan School of Business, Loyola University Chicago 2008 — 2010
Masters, Marketing Communications
Miami University 2002 — 2006
Bachelors, Finance
FinancialForce.com December 2014 - Present
FinancialForce.com March 2013 - November 2014
Schumacher Capital, LLC December 2010 - March 2013
Northern Trust August 2006 - August 2008
RBS Greenwich Capital June 2005 - August 2005
Skills
Marketing, Competitive Analysis, Market Research, Marketing Strategy, Strategic Planning, Financial Analysis, Relationship Management, Salesforce.com, Field Marketing, Event Planning, Marketo, Marketing Communications, Demand Generation, Pipeline Generation, CRM, ERP, Management, Business Planning, Corporate Events
Education
Loyola University of Chicago - Graduate School of Business 2008 — 2010
MBA, Marketing
Quinlan School of Business, Loyola University Chicago 2008 — 2010
Masters, Marketing Communications
Miami University 2002 — 2006
Bachelors, Finance
Mary Doucette Mary Doucette's Northern Trust Experience March 2013 - Present
Job Risk Manager, Enterprise Operations at Northern Trust
Industry Financial Services
Experience
Northern Trust March 2013 - Present
Northern Trust June 2009 - February 2013
Northern Trust November 1998 - June 2009
Ellwood Associates January 1997 - November 1998
Skills
Wealth Management, Investments, Asset Allocation, Investment Strategies, Mutual Funds, Investment Advisory, Asset Management, Financial Risk, Alternative Investments, Portfolio Management, Fixed Income, Securities, Equities, Financial Services
Education
University of Chicago 1990 — 1993
MBA, Finance
Marquette University 1980 — 1984
MS, Computer Science
Northern Trust March 2013 - Present
Northern Trust June 2009 - February 2013
Northern Trust November 1998 - June 2009
Ellwood Associates January 1997 - November 1998
Skills
Wealth Management, Investments, Asset Allocation, Investment Strategies, Mutual Funds, Investment Advisory, Asset Management, Financial Risk, Alternative Investments, Portfolio Management, Fixed Income, Securities, Equities, Financial Services
Education
University of Chicago 1990 — 1993
MBA, Finance
Marquette University 1980 — 1984
MS, Computer Science
Fred McClendon Fred McClendon's Northern Trust Experience October 1998 - November 2008
Job Senior Vice President at The Northern Trust Company
Industry Banking
Experience
The Northern Trust Company February 2010 - Present
JPMorgan Chase November 2008 - February 2010
Northern Trust October 1998 - November 2008
Skills
Commercial Banking, Credit Analysis, Commercial Lending, Middle Market, Credit, Banking, Loans, Portfolio Management, Wealth Management, Private Banking, Credit Risk, Financial Services, Cash Management, Fixed Income, Treasury Management, Asset Management, Securities
Education
Marquette University 1981 — 1985
Bachelor of Science, Accounting
Marquette University High School 1977 — 1981
The Northern Trust Company February 2010 - Present
JPMorgan Chase November 2008 - February 2010
Northern Trust October 1998 - November 2008
Skills
Commercial Banking, Credit Analysis, Commercial Lending, Middle Market, Credit, Banking, Loans, Portfolio Management, Wealth Management, Private Banking, Credit Risk, Financial Services, Cash Management, Fixed Income, Treasury Management, Asset Management, Securities
Education
Marquette University 1981 — 1985
Bachelor of Science, Accounting
Marquette University High School 1977 — 1981
Alanna Loukas Alanna Loukas's Northern Trust Experience October 2011 - Present
Job Vice President and Commercial Banker Middle Market Group
Industry Banking
Experience
Northern Trust October 2011 - Present
Northern Trust December 2009 - November 2011
Northern Trust July 2008 - December 2009
Skills
Credit, Underwriting, Commercial Lending, Credit Analysis, Loans, Management, Real Estate Economics, Portfolio Management, Analysis, Real Estate
Education
Miami University 2004 — 2008
Bachelor of Science in Business, Finance and Marketing
Northern Trust October 2011 - Present
Northern Trust December 2009 - November 2011
Northern Trust July 2008 - December 2009
Skills
Credit, Underwriting, Commercial Lending, Credit Analysis, Loans, Management, Real Estate Economics, Portfolio Management, Analysis, Real Estate
Education
Miami University 2004 — 2008
Bachelor of Science in Business, Finance and Marketing
Cynthia Collier Cynthia Collier's Northern Trust Experience September 1997 - Present
Job Team Leader for the Foreign Exchange Department at Northern Trust
Industry Financial Services
Experience
Northern Trust September 1997 - Present
BMO Harris Bank October 1990 - September 1997
Continental Bank January 1978 - October 1989
Skills
Equities, Derivatives, Asset Management, Mutual Funds, Capital Markets, Financial Modeling, Risk Management, Finance, Investment Banking, Settlement Services, Trading, FX Options, Account Reconciliation, Operations Management, Banking, Credit, Foreign Exchange
Education
Marion Technical College 1975 — 1978
Associate's degree, Accounting and Business/Management
Neal F Simeon 1970 — 1973
Graduated, Accounting and Business/Management
Northern Trust September 1997 - Present
BMO Harris Bank October 1990 - September 1997
Continental Bank January 1978 - October 1989
Skills
Equities, Derivatives, Asset Management, Mutual Funds, Capital Markets, Financial Modeling, Risk Management, Finance, Investment Banking, Settlement Services, Trading, FX Options, Account Reconciliation, Operations Management, Banking, Credit, Foreign Exchange
Education
Marion Technical College 1975 — 1978
Associate's degree, Accounting and Business/Management
Neal F Simeon 1970 — 1973
Graduated, Accounting and Business/Management
shalan rasquinha shalan rasquinha's Northern Trust Experience September 2007 - June 2008
Job Finance
Industry Computer Software
Experience
FICO February 2015 - Present
Mitchell International March 2014 - 2015
Fair Isaac Corporation June 2010 - February 2014
Harte-Hanks, Inc. June 2009 - March 2010
Northern Trust September 2007 - June 2008
Skills
PeopleSoft, Oracle Applications, Excel, Oracle Discoverer, Oracle E-Business Suite, Revenue Recognition, Analytics, Data Mining, Variance Analysis, Invoicing, Finance, Management
Education
Mangalore University 2003 — 2006
Bachelors in Business Management, Finance
FICO February 2015 - Present
Mitchell International March 2014 - 2015
Fair Isaac Corporation June 2010 - February 2014
Harte-Hanks, Inc. June 2009 - March 2010
Northern Trust September 2007 - June 2008
Skills
PeopleSoft, Oracle Applications, Excel, Oracle Discoverer, Oracle E-Business Suite, Revenue Recognition, Analytics, Data Mining, Variance Analysis, Invoicing, Finance, Management
Education
Mangalore University 2003 — 2006
Bachelors in Business Management, Finance
Cameron Seichter Cameron Seichter's Northern Trust Experience August 2013 - December 2013
Job Portfolio Accountant at Heitman
Industry Financial Services
Experience
Heitman March 2014 - Present
Northern Trust August 2013 - December 2013
UBS 2012 - 2012
Merrill Lynch May 2011 - August 2011
Rivals.com January 2010 - July 2011
Skills
Market Research, Financial Analysis, Financial Modeling, Valuation, Financial Reporting, Sales Operations, Entrepreneurship, Investments, Risk Analysis, Wealth Management, Capital Budgeting, Client Relations, sales, Product Development
Education
Miami University 2009 — 2013
Bachelor's degree, Graduated May 2013, Finance, General
Detroit Country Day School 2007 — 2009
Heitman March 2014 - Present
Northern Trust August 2013 - December 2013
UBS 2012 - 2012
Merrill Lynch May 2011 - August 2011
Rivals.com January 2010 - July 2011
Skills
Market Research, Financial Analysis, Financial Modeling, Valuation, Financial Reporting, Sales Operations, Entrepreneurship, Investments, Risk Analysis, Wealth Management, Capital Budgeting, Client Relations, sales, Product Development
Education
Miami University 2009 — 2013
Bachelor's degree, Graduated May 2013, Finance, General
Detroit Country Day School 2007 — 2009
Faith Tylka's Northern Trust Experience February 2013 - Present
Job Wealth Strategy Associate
Industry Financial Services
Experience
Northern Trust February 2013 - Present
Northern Trust Company February 2013 - Present
G William Group LLC July 2011 - October 2012
TD Bank Group January 2010 - June 2011
Kelso Construction Company LLC May 2009 - September 2009
Skills
MS Office Suite, Quickbooks, Certified Consumer..., Credit, Banking, Financial Analysis, Customer Service, Outlook, Time Management, Accounting, Deposits, Loans, Finance, PowerPoint, Mortgage Lending, Credit Analysis, Teamwork, Access, Data Entry, Accounts Payable, Office Management, Quicken, Notary Public, Purchase Orders, Assisting Executives, Coaching Staff, Training, Power Point, Photoshop, AutoCAD, Adobe Acrobat, Appointment Scheduling, Itineraries, Travel Planning, Hotel Booking, flight booking, expense reports, quotas, presentations, typing, communications, marketing, networking, negotiation, sales, Invoicing, Accounts Receivable, Underwriting, Spreadsheets, File Management
Education
Richard Stockton College of New Jersey 2008 — 2013
Bachelors of Science, Pre Medicine
Meredith College 2007 — 2008
BS, PreMed
Northern Trust February 2013 - Present
Northern Trust Company February 2013 - Present
G William Group LLC July 2011 - October 2012
TD Bank Group January 2010 - June 2011
Kelso Construction Company LLC May 2009 - September 2009
Skills
MS Office Suite, Quickbooks, Certified Consumer..., Credit, Banking, Financial Analysis, Customer Service, Outlook, Time Management, Accounting, Deposits, Loans, Finance, PowerPoint, Mortgage Lending, Credit Analysis, Teamwork, Access, Data Entry, Accounts Payable, Office Management, Quicken, Notary Public, Purchase Orders, Assisting Executives, Coaching Staff, Training, Power Point, Photoshop, AutoCAD, Adobe Acrobat, Appointment Scheduling, Itineraries, Travel Planning, Hotel Booking, flight booking, expense reports, quotas, presentations, typing, communications, marketing, networking, negotiation, sales, Invoicing, Accounts Receivable, Underwriting, Spreadsheets, File Management
Education
Richard Stockton College of New Jersey 2008 — 2013
Bachelors of Science, Pre Medicine
Meredith College 2007 — 2008
BS, PreMed
Kara Gillilan Murphy's Northern Trust Experience November 2001 - May 2003
Job
Industry Management Consulting
Experience
KGM Consulting Inc July 2011 - Present
Prime Butcher Supply March 2008 - July 2011
LaSalle Bank July 2003 - December 2007
Northern Trust November 2001 - May 2003
eLoyalty August 1998 - September 2001
Technology Solutions Company 1998 - 1999
Skills
Business Process..., Change Management, Business Strategy, Technical Liaison, Organizational Change, CRM software, Six Sigma, Process Engineering, Operations Management, Process Improvement, Restructuring, Business Analysis, Strategic Planning, Organizational Design, Problem Solving, Cross-functional Team..., Workshop Facilitation, Executive Facilitation, Brainstorm Facilitation, Business Process, Technology Needs..., CRM, Management Consulting
Education
Miami University 1995 — 1998
Bachelor of Science in Business Administration, Management Information Systems & Decision Science majors, minor in Business Law
Prospect High School 1990 — 1994
KGM Consulting Inc July 2011 - Present
Prime Butcher Supply March 2008 - July 2011
LaSalle Bank July 2003 - December 2007
Northern Trust November 2001 - May 2003
eLoyalty August 1998 - September 2001
Technology Solutions Company 1998 - 1999
Skills
Business Process..., Change Management, Business Strategy, Technical Liaison, Organizational Change, CRM software, Six Sigma, Process Engineering, Operations Management, Process Improvement, Restructuring, Business Analysis, Strategic Planning, Organizational Design, Problem Solving, Cross-functional Team..., Workshop Facilitation, Executive Facilitation, Brainstorm Facilitation, Business Process, Technology Needs..., CRM, Management Consulting
Education
Miami University 1995 — 1998
Bachelor of Science in Business Administration, Management Information Systems & Decision Science majors, minor in Business Law
Prospect High School 1990 — 1994
Mary Trew's Northern Trust Experience October 2013 - Present
Job Vice President Senior Applications Consultant at Northern Trust
Industry Computer Software
Experience
Northern Trust October 2013 - Present
Northern Trust June 2009 - October 2013
Northern Trust March 2007 - June 2008
Oracle/Peoplesoft December 2000 - February 2006
Peoplesoft May 1999 - December 2000
TriMark Technologies March 1992 - May 1999
AMA Insurance Agency 1988 - 1992
General Life Insurance 1985 - 1988
Skills
Requirements Analysis, Business Analysis, SDLC, IT Strategy, Enterprise Software, Requirements Gathering, Business Intelligence, Software Project..., Integration, Software Development, CRM, Business Process, Management, Solution Architecture, Software Documentation, ERP, IT Management, Business Requirements, Insurance, Analysis, PeopleSoft, Fixed Annuities, Variable Annuities, Financial Systems, Financial Services, ETFs, Indexed Annuities, Investments, Software Quality..., User Experience, Business Process..., Quality Assurance, Leadership, Data Migration, Vendor Management, Project Management
Education
Marquette University
University of Wisconsin-Milwaukee
BA
Northern Trust October 2013 - Present
Northern Trust June 2009 - October 2013
Northern Trust March 2007 - June 2008
Oracle/Peoplesoft December 2000 - February 2006
Peoplesoft May 1999 - December 2000
TriMark Technologies March 1992 - May 1999
AMA Insurance Agency 1988 - 1992
General Life Insurance 1985 - 1988
Skills
Requirements Analysis, Business Analysis, SDLC, IT Strategy, Enterprise Software, Requirements Gathering, Business Intelligence, Software Project..., Integration, Software Development, CRM, Business Process, Management, Solution Architecture, Software Documentation, ERP, IT Management, Business Requirements, Insurance, Analysis, PeopleSoft, Fixed Annuities, Variable Annuities, Financial Systems, Financial Services, ETFs, Indexed Annuities, Investments, Software Quality..., User Experience, Business Process..., Quality Assurance, Leadership, Data Migration, Vendor Management, Project Management
Education
Marquette University
University of Wisconsin-Milwaukee
BA
Jennifer Dorsey's Northern Trust Experience July 2012 - Present
Job Investment Program Management at Northern Trust
Industry Financial Services
Experience
Northern Trust July 2012 - Present
Northern Trust June 2010 - July 2012
Northern Trust February 2004 - June 2010
Northern Trust July 2003 - February 2004
Northern Trust July 2002 - July 2003
Northern Trust July 2000 - July 2002
Carl Domino Associates (Acquired by Northern Trust in 2000) June 1996 - July 2000
Skills
Equities, Series 7, Portfolio Management, Mutual Funds, Asset Allocation, Project Planning, Project Management, Data Analysis, Data Management, Process Management, Process Improvement, Workflow, Program Management, Staff Management, Building Relationships, Relationship Management, Employee Training, Collaborative Problem..., Troubleshooting, Contact Management, Hedge Funds, Investments, Leadership, Securities, Wealth Management, Management
Education
Marshall University 1987 — 1995
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Northern Trust July 2012 - Present
Northern Trust June 2010 - July 2012
Northern Trust February 2004 - June 2010
Northern Trust July 2003 - February 2004
Northern Trust July 2002 - July 2003
Northern Trust July 2000 - July 2002
Carl Domino Associates (Acquired by Northern Trust in 2000) June 1996 - July 2000
Skills
Equities, Series 7, Portfolio Management, Mutual Funds, Asset Allocation, Project Planning, Project Management, Data Analysis, Data Management, Process Management, Process Improvement, Workflow, Program Management, Staff Management, Building Relationships, Relationship Management, Employee Training, Collaborative Problem..., Troubleshooting, Contact Management, Hedge Funds, Investments, Leadership, Securities, Wealth Management, Management
Education
Marshall University 1987 — 1995
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Anu Parthiban's Northern Trust Experience January 2008 - November 2011
Job Senior Peoplesoft Business Analyst
Industry Information Technology and Services
Experience
Aon Hewitt December 2011 - Present
Northern Trust January 2008 - November 2011
FirstGroup America October 2007 - January 2008
Laidlaw Education Services April 2005 - September 2007
Covansys February 2003 - April 2005
Electronic Data systems August 2002 - February 2003
SKFUSA May 2000 - July 2002
Skills
PeopleSoft, SDLC, Process Improvement, Business Analysis, Requirements Analysis, Project Management, HRIS, PeopleTools, SQL, Vendor Management, ERP, PeopleCode, Change Management, SQR, Business Process..., Oracle, Data Warehousing, Human Resources, Management, Consulting, Business Intelligence, Business Process, Leadership, Requirements Gathering
Education
Madurai Kamaraj University 1994 — 1997
Bachelor Degree, Pschology, Lady Doak College.
Workday
Workday HCM Training
Workday HCM Training
Aon Hewitt December 2011 - Present
Northern Trust January 2008 - November 2011
FirstGroup America October 2007 - January 2008
Laidlaw Education Services April 2005 - September 2007
Covansys February 2003 - April 2005
Electronic Data systems August 2002 - February 2003
SKFUSA May 2000 - July 2002
Skills
PeopleSoft, SDLC, Process Improvement, Business Analysis, Requirements Analysis, Project Management, HRIS, PeopleTools, SQL, Vendor Management, ERP, PeopleCode, Change Management, SQR, Business Process..., Oracle, Data Warehousing, Human Resources, Management, Consulting, Business Intelligence, Business Process, Leadership, Requirements Gathering
Education
Madurai Kamaraj University 1994 — 1997
Bachelor Degree, Pschology, Lady Doak College.
Workday
Workday HCM Training
Workday HCM Training
Ellen Steffen's Northern Trust Experience November 2012 - April 2014
Job Senior Vice President, Head of Model Risk Management at Northern Trust Corporation
Industry Banking
Experience
Northern Trust Corporation April 2014 - Present
Northern Trust November 2012 - April 2014
Northern Trust September 2010 - November 2012
Midwest Banc Holdings, Inc December 2008 - June 2010
Midwest Banc Holdings, Inc September 2008 - December 2008
LaSalle Bank/ABN AMRO August 1987 - December 2007
Skills
Account Reconciliation, Interest Rate Risk..., Liquidity Risk, Financial Modeling, Treasury Management, Funding, Treasury, Analysis, Banking, Finance, Management, Risk Management, Commercial Banking, Credit Risk, Derivatives, Financial Risk, Financial Analysis, Fixed Income, Portfolio Management, Credit
Education
Miami University 1983 — 1987
BS, Finance
The University of Chicago Booth School of Business
MBA, Finance and Economics
Northern Trust Corporation April 2014 - Present
Northern Trust November 2012 - April 2014
Northern Trust September 2010 - November 2012
Midwest Banc Holdings, Inc December 2008 - June 2010
Midwest Banc Holdings, Inc September 2008 - December 2008
LaSalle Bank/ABN AMRO August 1987 - December 2007
Skills
Account Reconciliation, Interest Rate Risk..., Liquidity Risk, Financial Modeling, Treasury Management, Funding, Treasury, Analysis, Banking, Finance, Management, Risk Management, Commercial Banking, Credit Risk, Derivatives, Financial Risk, Financial Analysis, Fixed Income, Portfolio Management, Credit
Education
Miami University 1983 — 1987
BS, Finance
The University of Chicago Booth School of Business
MBA, Finance and Economics
peter giarelli's Northern Trust Experience March 2007 - Present
Job Vice President at Northern Trust
Industry Banking
Experience
Northern Trust March 2007 - Present
northern trust 2009 - 2009
jpmorgan 1990 - 2007
JP Morgan 1990 - 2006
Skills
Fixed Income, Capital Markets, Derivatives, Equities, Trading Systems, FX Options, Financial Services, Hedge Funds, Middle Office, Securities, Leadership, Electronic Trading, Investment Banking, Operational Risk, Summits, Options, Summit, Bloomberg, Equity Derivatives, Back Office, Swaps, Interest Rate...
Education
Marquette University
Northern Trust March 2007 - Present
northern trust 2009 - 2009
jpmorgan 1990 - 2007
JP Morgan 1990 - 2006
Skills
Fixed Income, Capital Markets, Derivatives, Equities, Trading Systems, FX Options, Financial Services, Hedge Funds, Middle Office, Securities, Leadership, Electronic Trading, Investment Banking, Operational Risk, Summits, Options, Summit, Bloomberg, Equity Derivatives, Back Office, Swaps, Interest Rate...
Education
Marquette University
Judd Bowers's Northern Trust Experience May 2010 - Present
Job Manager, VP Business Unit Financial Analysis
Industry Financial Services
Experience
Northern Trust May 2010 - Present
UBS October 2001 - November 2009
Skills
Financial Analysis, Forecasting, Budgets, Expense Management, Project Accounting, Business Planning, Trend Analysis, RFP, Financial Modeling, Financial Reporting, Strategic Financial..., Accounting, Variance Analysis, Managerial Finance, Internal Controls, Corporate Finance, Valuation, Process Improvement, Financial Forecasting, Finance, Management, Business Process, Strategic Planning, Sarbanes-Oxley Act
Education
Miami University 1997 — 2001
BS, Business
Northern Trust May 2010 - Present
UBS October 2001 - November 2009
Skills
Financial Analysis, Forecasting, Budgets, Expense Management, Project Accounting, Business Planning, Trend Analysis, RFP, Financial Modeling, Financial Reporting, Strategic Financial..., Accounting, Variance Analysis, Managerial Finance, Internal Controls, Corporate Finance, Valuation, Process Improvement, Financial Forecasting, Finance, Management, Business Process, Strategic Planning, Sarbanes-Oxley Act
Education
Miami University 1997 — 2001
BS, Business
Kristy Knipple's Northern Trust Experience September 2003 - Present
Job Vice President, Senior Business Consultant at Northern Trust
Industry Financial Services
Experience
Northern Trust September 2003 - Present
Milwaukee Public Schools 2002 - 2003
Skills
Change Management, Business Analysis, Strategy, New Business Development, Process Improvement, Financial Modeling
Education
Marquette University 2005 — 2010
MBA, Marketing
University of Wisconsin-Green Bay 1997 — 2002
B.S., Mathematics, History, and Secondary Education
Northern Trust September 2003 - Present
Milwaukee Public Schools 2002 - 2003
Skills
Change Management, Business Analysis, Strategy, New Business Development, Process Improvement, Financial Modeling
Education
Marquette University 2005 — 2010
MBA, Marketing
University of Wisconsin-Green Bay 1997 — 2002
B.S., Mathematics, History, and Secondary Education
Gene Wozniak's Northern Trust Experience April 2000 - March 2013
Job Retirement Consulting Specialist at Wozniak Enterprises
Industry Leisure, Travel & Tourism
Experience
Wozniak Enterprises March 2013 - Present
Northern Trust April 2000 - March 2013
Oak Brook Bank 1997 - 2000
General Instrument September 1995 - August 1997
Continental Bank / Bank of America 1972 - 1995
Continental Illinois National Bank 1972 - 1995
Skills
Treasury Management, ACH, Liquidity Management, Cash Management, Payments, Jack of all trades -...
Education
National-Louis University 1982 — 1985
Bachelor of Arts (B.A.), Behavioral Sciences
MacCormac College 1970 — 1972
Associate's degree, Computer Programming
Wozniak Enterprises March 2013 - Present
Northern Trust April 2000 - March 2013
Oak Brook Bank 1997 - 2000
General Instrument September 1995 - August 1997
Continental Bank / Bank of America 1972 - 1995
Continental Illinois National Bank 1972 - 1995
Skills
Treasury Management, ACH, Liquidity Management, Cash Management, Payments, Jack of all trades -...
Education
National-Louis University 1982 — 1985
Bachelor of Arts (B.A.), Behavioral Sciences
MacCormac College 1970 — 1972
Associate's degree, Computer Programming
Steve Flanagan's Northern Trust Experience December 2007 - June 2012
Job Freelance Communications Consultant/Writer/Editor
Industry Writing and Editing
Experience
Communications Cubed July 2012 - Present
Tribune Digital September 2013 - June 2014
Northern Trust December 2007 - June 2012
The Garvey Group April 2006 - December 2007
The Garvey Group April 2005 - April 2006
Communications Cubed October 2000 - April 2005
Chicago Title and Trust Co January 1997 - October 2000
Chicago Title February 1993 - December 1996
Chicago Title November 1989 - January 1993
Corporate Communications, Chicago February 1985 - October 1989
Skills
Newsletters, Email Marketing, Integrated Marketing, Internal Communications, Digital Marketing, Editing, Proofreading, Writing, Direct Marketing, Advertising, Content Development, Content Management, Media Relations, Online Marketing, Brochures, Web Content Management, Direct Mail, Creative Direction, Marketing, Magazines, Speech Writing, Publishing, Corporate Communications, Web Content, Editorial, Copy Editing, Interactive Marketing, WordPress, Online Advertising, Leadership, Creative Writing, Web Analytics, Creative Strategy, Management, Graphic Design, Brand Development, Journalism, Publications, B2B Marketing, Communication Training, Digital Strategy, Strategic Communications, Intranet, Content Strategy, Copywriting, Digital Media, Strategy, Corporate Branding, Crisis Communications, Newspapers
Education
Marquette University 1979 — 1983
Bachelor of Arts (B.A.), Journalism
St. Ignatius
Communications Cubed July 2012 - Present
Tribune Digital September 2013 - June 2014
Northern Trust December 2007 - June 2012
The Garvey Group April 2006 - December 2007
The Garvey Group April 2005 - April 2006
Communications Cubed October 2000 - April 2005
Chicago Title and Trust Co January 1997 - October 2000
Chicago Title February 1993 - December 1996
Chicago Title November 1989 - January 1993
Corporate Communications, Chicago February 1985 - October 1989
Skills
Newsletters, Email Marketing, Integrated Marketing, Internal Communications, Digital Marketing, Editing, Proofreading, Writing, Direct Marketing, Advertising, Content Development, Content Management, Media Relations, Online Marketing, Brochures, Web Content Management, Direct Mail, Creative Direction, Marketing, Magazines, Speech Writing, Publishing, Corporate Communications, Web Content, Editorial, Copy Editing, Interactive Marketing, WordPress, Online Advertising, Leadership, Creative Writing, Web Analytics, Creative Strategy, Management, Graphic Design, Brand Development, Journalism, Publications, B2B Marketing, Communication Training, Digital Strategy, Strategic Communications, Intranet, Content Strategy, Copywriting, Digital Media, Strategy, Corporate Branding, Crisis Communications, Newspapers
Education
Marquette University 1979 — 1983
Bachelor of Arts (B.A.), Journalism
St. Ignatius
Brad Pedersen, CFA's Northern Trust Experience April 2000 - Present
Job Director Portfolio Management Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust April 2000 - Present
John Hancock 1998 - 2000
Trust Consultants 1997 - 1998
PNC Bank 1996 - 1997
Trustar Retirement Services 1996 - 1997
Skills
Fixed Income, Asset Managment, Portfolio Management, Asset Allocation, Morningstar, Investments, Securities Lending, Asset Management, Funding, Fund Accounting, Strategy, Alternative Investments, Equities, Hedge Funds, Securities, Investment Management, Financial Services
Education
Miami University 1992 — 1996
Northern Trust April 2000 - Present
John Hancock 1998 - 2000
Trust Consultants 1997 - 1998
PNC Bank 1996 - 1997
Trustar Retirement Services 1996 - 1997
Skills
Fixed Income, Asset Managment, Portfolio Management, Asset Allocation, Morningstar, Investments, Securities Lending, Asset Management, Funding, Fund Accounting, Strategy, Alternative Investments, Equities, Hedge Funds, Securities, Investment Management, Financial Services
Education
Miami University 1992 — 1996
Jaye Jie Peng (彭婕)'s Northern Trust Experience October 2013 - Present
Job Senior Statistical Analyst/Programmer at Northwestern University
Industry Research
Experience
Northern Trust October 2013 - Present
Northwestern University January 2008 - October 2013
University of Chicago December 2002 - December 2007
Skills
Statistics, Data Management, R, SAS, Data Analysis, Machine Learning, Data Mining, Clinical Trials, Statistical Modeling, Research, Time Series Analysis, Cancer, Biostatistics, Predictive Modeling, Experimental Design, Logistic Regression, SAS/SQL, SPSS, Multivariate Analysis, Survival Analysis, SAS programming, SAS Programming
Education
The University of Chicago
MS, Statistics
Medical College of Wisconsin
MS, Biology
Wuhan University
BS, Biology
武钢三中
high school
Northern Trust October 2013 - Present
Northwestern University January 2008 - October 2013
University of Chicago December 2002 - December 2007
Skills
Statistics, Data Management, R, SAS, Data Analysis, Machine Learning, Data Mining, Clinical Trials, Statistical Modeling, Research, Time Series Analysis, Cancer, Biostatistics, Predictive Modeling, Experimental Design, Logistic Regression, SAS/SQL, SPSS, Multivariate Analysis, Survival Analysis, SAS programming, SAS Programming
Education
The University of Chicago
MS, Statistics
Medical College of Wisconsin
MS, Biology
Wuhan University
BS, Biology
武钢三中
high school
Albena Rachkova's Northern Trust Experience February 2000 - Present
Job Manager, Relationship Managers at Northern Trust Wealth Management
Industry Banking
Experience
Northern Trust Wealth Management July 2014 - Present
Northern Trust February 2000 - Present
Skills
Financial Reporting, Financial Analysis, Strategic Financial..., Financial Audits, Account Reconciliation, Finance, Management, Financial Modeling, Accounting, Financial Accounting, Portfolio Management, Auditing
Education
Maharishi University of Management 1991 — 1994
MBA, Business Administration
Northern Trust Wealth Management July 2014 - Present
Northern Trust February 2000 - Present
Skills
Financial Reporting, Financial Analysis, Strategic Financial..., Financial Audits, Account Reconciliation, Finance, Management, Financial Modeling, Accounting, Financial Accounting, Portfolio Management, Auditing
Education
Maharishi University of Management 1991 — 1994
MBA, Business Administration
Patrick Schumann, CFA's Northern Trust Experience December 1988 - September 1991
Job Portfolio Manager at FCI Advisors
Industry Financial Services
Experience
FCI Advisors August 2012 - Present
Enterprise Bank & Trust March 2009 - July 2012
Edward Jones June 1996 - October 2008
Duff & Phelps October 1991 - June 1996
Northern Trust December 1988 - September 1991
Education
Quinlan School of Business, Loyola University Chicago 1991 — 1993
MBA, Finance
Marquette University 1984 — 1988
BS, Business Administration
St. Louis University High School
FCI Advisors August 2012 - Present
Enterprise Bank & Trust March 2009 - July 2012
Edward Jones June 1996 - October 2008
Duff & Phelps October 1991 - June 1996
Northern Trust December 1988 - September 1991
Education
Quinlan School of Business, Loyola University Chicago 1991 — 1993
MBA, Finance
Marquette University 1984 — 1988
BS, Business Administration
St. Louis University High School
Long Trieu's Northern Trust Experience 2005 - September 2009
Job Investor
Industry Financial Services
Experience
Cherry Asset Management January 2011 - Present
Private September 2009 - Present
Northern Trust 2005 - September 2009
Morgan Stanley 2004 - 2005
Skills
Value Investing, Portfolio Management, Equities, Equity Valuation, Wealth Management, Valuation, Asset Management, Asset Managment, Financial Analysis, Investments, Investment Strategies, Equity Research, Asset Allocation, Alternative Investments, Hedge Funds, Retirement Planning, Investment Management, Analysis, Bloomberg, Mutual Funds
Education
Lynn University 2004 — 2006
MBA, International Business
Lynn University
BA, Fine Arts
Cherry Asset Management January 2011 - Present
Private September 2009 - Present
Northern Trust 2005 - September 2009
Morgan Stanley 2004 - 2005
Skills
Value Investing, Portfolio Management, Equities, Equity Valuation, Wealth Management, Valuation, Asset Management, Asset Managment, Financial Analysis, Investments, Investment Strategies, Equity Research, Asset Allocation, Alternative Investments, Hedge Funds, Retirement Planning, Investment Management, Analysis, Bloomberg, Mutual Funds
Education
Lynn University 2004 — 2006
MBA, International Business
Lynn University
BA, Fine Arts
Jackie Sinker's Northern Trust Experience December 1992 - May 1999
Job Sr Vice President & Chief Operating Officer at Fixed Income Capital Partners LLC
Industry Financial Services
Experience
Fixed Income Capital Partners LLC August 2009 - Present
Goldman Sachs & Co May 1999 - August 2009
Investment Company Institute (ICI) 1992 - 2009
Northern Trust December 1992 - May 1999
Goldman Sachs December 1991 - December 1992
The Pilgrim Group now part of ING June 1989 - July 1991
Griffin, Kubik, Stephens & Thompson April 1987 - January 1989
The Illinois Company 1989 - 1989
The Illinois Company March 1984 - April 1987
North Bank 1984 - 1985
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Securities, Series 7, Asset Management, Mutual Funds, Investments, Capital Markets, Series 63, Derivatives, Portfolio Management, Financial Services, FINRA
Education
Marquette University 1979 — 1983
B.S. Bus Ad, Finance
Wheaton Central H.S.
Fixed Income Capital Partners LLC August 2009 - Present
Goldman Sachs & Co May 1999 - August 2009
Investment Company Institute (ICI) 1992 - 2009
Northern Trust December 1992 - May 1999
Goldman Sachs December 1991 - December 1992
The Pilgrim Group now part of ING June 1989 - July 1991
Griffin, Kubik, Stephens & Thompson April 1987 - January 1989
The Illinois Company 1989 - 1989
The Illinois Company March 1984 - April 1987
North Bank 1984 - 1985
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Securities, Series 7, Asset Management, Mutual Funds, Investments, Capital Markets, Series 63, Derivatives, Portfolio Management, Financial Services, FINRA
Education
Marquette University 1979 — 1983
B.S. Bus Ad, Finance
Wheaton Central H.S.
Grant Youngberg's Northern Trust Experience May 2008 - July 2008
Job Director, Regional Sales at Informatics Corporation of America
Industry Hospital & Health Care
Experience
Informatics Corporation of America January 2015 - Present
Orchestrate Healthcare June 2013 - January 2015
Fooda June 2012 - November 2012
Candid Wines February 2011 - February 2012
Monarch Beverage July 2009 - November 2010
E&J Gallo Winery July 2009 - November 2010
Northern Trust May 2008 - July 2008
The American Society of Barcelona January 2008 - May 2008
Northern Trust June 2007 - August 2007
Skills
Account Management, Business Development, Customer Service, EMR, Integration, HIE, Staff Augmentation, Solution Selling, Consultative Sales..., Health Information..., Lead Generation, Healthcare, Leadership, Sales, Training, Marketing, Salesforce.com
Education
Miami University 2005 — 2009
BS, Marketing
New Trier High School 2001 — 2005
Informatics Corporation of America January 2015 - Present
Orchestrate Healthcare June 2013 - January 2015
Fooda June 2012 - November 2012
Candid Wines February 2011 - February 2012
Monarch Beverage July 2009 - November 2010
E&J Gallo Winery July 2009 - November 2010
Northern Trust May 2008 - July 2008
The American Society of Barcelona January 2008 - May 2008
Northern Trust June 2007 - August 2007
Skills
Account Management, Business Development, Customer Service, EMR, Integration, HIE, Staff Augmentation, Solution Selling, Consultative Sales..., Health Information..., Lead Generation, Healthcare, Leadership, Sales, Training, Marketing, Salesforce.com
Education
Miami University 2005 — 2009
BS, Marketing
New Trier High School 2001 — 2005
Christopher Doell's Northern Trust Experience 1996 - Present
Job Head of Client RelationsGlobal Securities Lending at Northern Trust Global Investments
Industry Investment Management
Experience
Northern Trust Global Investments September 1996 - Present
Northern Trust 1996 - Present
Education
Northwestern University - Kellogg School of Management 2000 — 2003
MBA, Finance, Marketing, Management Strategy
Marquette University 1988 — 1992
BS, Finance, Accounting
Northern Trust Global Investments September 1996 - Present
Northern Trust 1996 - Present
Education
Northwestern University - Kellogg School of Management 2000 — 2003
MBA, Finance, Marketing, Management Strategy
Marquette University 1988 — 1992
BS, Finance, Accounting
Jeff Kleppin's Northern Trust Experience 1992 - Present
Job Vice President at Northern Trust
Industry Accounting
Experience
Northern Trust 1992 - Present
Education
Marquette University
Thomas More High School
Thomas More High School
Northern Trust 1992 - Present
Education
Marquette University
Thomas More High School
Thomas More High School
Christine Schultz's Northern Trust Experience April 2013 - July 2014
Job Experienced Financial Services Professional
Industry Financial Services
Experience
Northern Trust April 2013 - July 2014
Citco Fund Services May 2010 - April 2013
OpHedge Investment Services August 2008 - May 2010
RBS Greenwich Capital 1983 - 2008
Skills
Staff Management, Staff Development, Project Management, Client Integration, Client Services, Process Improvement, Problem Solving, System Development, Analysis, Hedge Fund...
Education
Mercy College
BA Business Management, Business Administration and Management, General
Northern Trust April 2013 - July 2014
Citco Fund Services May 2010 - April 2013
OpHedge Investment Services August 2008 - May 2010
RBS Greenwich Capital 1983 - 2008
Skills
Staff Management, Staff Development, Project Management, Client Integration, Client Services, Process Improvement, Problem Solving, System Development, Analysis, Hedge Fund...
Education
Mercy College
BA Business Management, Business Administration and Management, General
Vince Camarda's Northern Trust Experience 1979 - March 1997
Job at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch March 2009 - Present
TriSyn Group May 2006 - January 2009
LaSalle Bank/ABN AMRO 1997 - 2006
Northern Trust 1979 - March 1997
Skills
Easytrieve, CICS, DB2, JCL, Mainframe, VSAM, COBOL, IMS DB/DC, PL/1, WebSphere MQ, Financial Analysis, Loan Origination, Deposits, VM, TSO, Systems Analysis, Software Development, IBM Mainframe
Education
Loyola University Chicago
BBA, Public Accounting, Finance
Bank of America Merrill Lynch March 2009 - Present
TriSyn Group May 2006 - January 2009
LaSalle Bank/ABN AMRO 1997 - 2006
Northern Trust 1979 - March 1997
Skills
Easytrieve, CICS, DB2, JCL, Mainframe, VSAM, COBOL, IMS DB/DC, PL/1, WebSphere MQ, Financial Analysis, Loan Origination, Deposits, VM, TSO, Systems Analysis, Software Development, IBM Mainframe
Education
Loyola University Chicago
BBA, Public Accounting, Finance
Gilda Marti's Northern Trust Experience November 1998 - March 2006
Job Associate Director at Rekruiting Advisors LLC
Industry Financial Services
Experience
ReKruiting Advisors LLC. April 2015 - Present
Concierge Realty Group January 2014 - Present
Nason & Nason February 2009 - October 2013
Northern Trust November 1998 - March 2006
Credit Suisse April 1981 - May 1998
Skills
Banking, Recruiting, Coaching, Financial Services, Talent Management, Change Management, Executive Search, Business Strategy, Organizational..., Talent Acquisition, Accounting, Human Resources, Applicant Tracking..., Wealth Management, Staffing Services, Financial Analysis, Financial Risk, Business Planning, Strategic Planning, Equities, Performance Management, Business Development, Finance, Employee Relations, Management, AML, Budgets, Strategic Financial..., Financial Markets, Customer Service, Negotiation, Technical Recruiting, Loans, Benefits Negotiation, Risk Management, Commercial Banking, CRM, Personnel Management, Internet Recruiting, Private Banking, Marketing, Credit, Temporary Placement, Sourcing, Employee Engagement, Spanish, Derivatives, Team Building, Asset Management, Temporary Staffing
Education
Miami Dade College
ReKruiting Advisors LLC. April 2015 - Present
Concierge Realty Group January 2014 - Present
Nason & Nason February 2009 - October 2013
Northern Trust November 1998 - March 2006
Credit Suisse April 1981 - May 1998
Skills
Banking, Recruiting, Coaching, Financial Services, Talent Management, Change Management, Executive Search, Business Strategy, Organizational..., Talent Acquisition, Accounting, Human Resources, Applicant Tracking..., Wealth Management, Staffing Services, Financial Analysis, Financial Risk, Business Planning, Strategic Planning, Equities, Performance Management, Business Development, Finance, Employee Relations, Management, AML, Budgets, Strategic Financial..., Financial Markets, Customer Service, Negotiation, Technical Recruiting, Loans, Benefits Negotiation, Risk Management, Commercial Banking, CRM, Personnel Management, Internet Recruiting, Private Banking, Marketing, Credit, Temporary Placement, Sourcing, Employee Engagement, Spanish, Derivatives, Team Building, Asset Management, Temporary Staffing
Education
Miami Dade College
Beth Douglass's Northern Trust Experience August 1978 - Present
Job Sr Vice President, Product Dev Exec at Northern Trust
Industry Financial Services
Experience
Northern Trust August 1978 - Present
Skills
Investments, Hedge Funds, Mutual Funds, Alternative Investments, Fixed Income, Equities, Portfolio Management, Securities, Asset Management, Asset Allocation, Financial Services, Investment Management, Wealth Management, Investment Strategies, Series 7, Capital Markets
Education
Miami University 1974 — 1978
BA, Political Science
FHS
Northern Trust August 1978 - Present
Skills
Investments, Hedge Funds, Mutual Funds, Alternative Investments, Fixed Income, Equities, Portfolio Management, Securities, Asset Management, Asset Allocation, Financial Services, Investment Management, Wealth Management, Investment Strategies, Series 7, Capital Markets
Education
Miami University 1974 — 1978
BA, Political Science
FHS
Maureen Piechaczek's Northern Trust Experience 1994 - 2006
Job Experienced Trust Officer and Insurance Agent
Industry Banking
Experience
Aflac July 2009 - November 2011
Northern Trust 1994 - 2006
Skills
Insurance, Retirement Planning, Investments, Wealth Management, Estate Planning, Employee Benefits, Banking, 401k
Education
Lynchburg College 1988 — 1991
B.A., Business Management
Aflac July 2009 - November 2011
Northern Trust 1994 - 2006
Skills
Insurance, Retirement Planning, Investments, Wealth Management, Estate Planning, Employee Benefits, Banking, 401k
Education
Lynchburg College 1988 — 1991
B.A., Business Management
Jeannette Roman's Northern Trust Experience March 2013 - March 2014
Job Letter of Credit Specialist at MERCANTIL COMMERCEBANK
Industry Banking
Experience
MERCANTIL COMMERCEBANK March 2014 - Present
Northern Trust March 2013 - March 2014
BankAtlantic August 1997 - October 2012
The Bank of New York August 1993 - July 1997
Republic National Bank December 1987 - June 1993
Southeast Bank 1978 - December 1987
Skills
Letters of Credit, Trade Finance, Documentary Collections, Discount, Import/Export Letters..., International Trade, Standby LC, Documentary..., Aval, Draft Discount,..., Leadership, OFAC, Credit, Loan Servicing, Consumer Lending, Treasury Management, Credit Analysis, Commercial Banking, Small Business Lending, Banking, Commercial Lending
Education
Miami Dade College
MERCANTIL COMMERCEBANK March 2014 - Present
Northern Trust March 2013 - March 2014
BankAtlantic August 1997 - October 2012
The Bank of New York August 1993 - July 1997
Republic National Bank December 1987 - June 1993
Southeast Bank 1978 - December 1987
Skills
Letters of Credit, Trade Finance, Documentary Collections, Discount, Import/Export Letters..., International Trade, Standby LC, Documentary..., Aval, Draft Discount,..., Leadership, OFAC, Credit, Loan Servicing, Consumer Lending, Treasury Management, Credit Analysis, Commercial Banking, Small Business Lending, Banking, Commercial Lending
Education
Miami Dade College
Monique Visnaw's Northern Trust Experience June 2003 - May 2008
Job Operations Administrator / Coordinator and Finance Specialist
Industry Accounting
Experience
United Home Experts September 2014 - Present
BrightStar Care March 2014 - September 2014
GL Advisor April 2013 - October 2013
First United Methodist Church April 2010 - April 2013
Northern Trust June 2003 - May 2008
Northern Trust August 1999 - June 2003
SLP Engineering 1994 - 1997
Skills
Accounts Payable, Team Building, Analysis, Microsoft Excel, Management, Accounting, Program Management, Account Reconciliation, Leadership, CRM, Software Documentation, Time Management, Financial Analysis, Sales, Auditing, Customer Service
Education
Macomb Community College
Business
United Home Experts September 2014 - Present
BrightStar Care March 2014 - September 2014
GL Advisor April 2013 - October 2013
First United Methodist Church April 2010 - April 2013
Northern Trust June 2003 - May 2008
Northern Trust August 1999 - June 2003
SLP Engineering 1994 - 1997
Skills
Accounts Payable, Team Building, Analysis, Microsoft Excel, Management, Accounting, Program Management, Account Reconciliation, Leadership, CRM, Software Documentation, Time Management, Financial Analysis, Sales, Auditing, Customer Service
Education
Macomb Community College
Business
Geeta Patel's Northern Trust Experience February 2012 - February 2012
Job MySQL, MONGODB, Postgresql, SQL Server, SYBASE & DB2 DBA
Industry Capital Markets
Experience
Cognitive Capital, LLC February 2015 - May 2015
Sears Holdings Corporation April 2012 - September 2014
Northern Trust February 2012 - February 2012
Sears Holdings Corporation June 2011 - January 2012
Nuveen Investments December 2010 - February 2011
Northern Trust November 2009 - April 2010
Infinium Capital Management February 2009 - November 2009
Fortis Clearing Americas February 2007 - March 2009
JPMorgan Chase March 2006 - March 2007
Bank of America August 2004 - March 2006
Skills
Microsoft SQL Server, 2008 R2, Replication, Sybase, SQL Tuning, DB2, Database Administration, Data Modeling, MySQL, Disaster Recovery, T-SQL, SSIS, Databases, SQL, ETL, Production Support, Oracle, Data Warehousing, SSRS, Performance Tuning, Troubleshooting, Unix, SharePoint, Unix Shell Scripting, Shell Scripting, Windows Server, SDLC, Database Admin
Education
Marist College 1985 — 1987
M.S., Computer Science
University of Scranton 1977 — 1980
B.S., Computer Science
Cognitive Capital, LLC February 2015 - May 2015
Sears Holdings Corporation April 2012 - September 2014
Northern Trust February 2012 - February 2012
Sears Holdings Corporation June 2011 - January 2012
Nuveen Investments December 2010 - February 2011
Northern Trust November 2009 - April 2010
Infinium Capital Management February 2009 - November 2009
Fortis Clearing Americas February 2007 - March 2009
JPMorgan Chase March 2006 - March 2007
Bank of America August 2004 - March 2006
Skills
Microsoft SQL Server, 2008 R2, Replication, Sybase, SQL Tuning, DB2, Database Administration, Data Modeling, MySQL, Disaster Recovery, T-SQL, SSIS, Databases, SQL, ETL, Production Support, Oracle, Data Warehousing, SSRS, Performance Tuning, Troubleshooting, Unix, SharePoint, Unix Shell Scripting, Shell Scripting, Windows Server, SDLC, Database Admin
Education
Marist College 1985 — 1987
M.S., Computer Science
University of Scranton 1977 — 1980
B.S., Computer Science
Alex Buob's Northern Trust Experience September 2012 - November 2014
Job Vice President at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase & Co. December 2014 - Present
Northern Trust September 2012 - November 2014
US Bank May 2008 - August 2012
Insurance Noodle (a division of Willis Global) June 2007 - April 2008
Firm58 August 2006 - May 2007
Skills
J2EE, Java, Spring, MVC, SOA, XML, Web Services, SOAP, REST, XSD, WSDL, XSLT, Eclipse, Unix, Linux, Unix Shell Scripting, Java Enterprise Edition
Education
Marquette University 1998 — 2002
Bachelors of Science, Mathematics
Greenfield High School 1994 — 1998
JPMorgan Chase & Co. December 2014 - Present
Northern Trust September 2012 - November 2014
US Bank May 2008 - August 2012
Insurance Noodle (a division of Willis Global) June 2007 - April 2008
Firm58 August 2006 - May 2007
Skills
J2EE, Java, Spring, MVC, SOA, XML, Web Services, SOAP, REST, XSD, WSDL, XSLT, Eclipse, Unix, Linux, Unix Shell Scripting, Java Enterprise Edition
Education
Marquette University 1998 — 2002
Bachelors of Science, Mathematics
Greenfield High School 1994 — 1998
Melissa Standring's Northern Trust Experience 2000 - Present
Job Senior Vice President
Industry Financial Services
Experience
Northern Trust 2000 - Present
Deloitte & Touche 2000 - 2000
Citi 1999 - 2000
PricewaterhouseCoopers 1995 - 1999
IBM 1989 - 1994
Skills
Hedge Funds, Alternative Investments, Fund Administration, Fund Of Funds, Asset Management, Bloomberg, Equities, Financial Services, Mutual Funds, Risk Management, Portfolio Management
Education
Pace University - Lubin School of Business 1989 — 1993
MBA, Banking and Finance, International Business
Manhattanville College
Bachelor of Arts (B.A.), Business Administration and Management, General
Northern Trust 2000 - Present
Deloitte & Touche 2000 - 2000
Citi 1999 - 2000
PricewaterhouseCoopers 1995 - 1999
IBM 1989 - 1994
Skills
Hedge Funds, Alternative Investments, Fund Administration, Fund Of Funds, Asset Management, Bloomberg, Equities, Financial Services, Mutual Funds, Risk Management, Portfolio Management
Education
Pace University - Lubin School of Business 1989 — 1993
MBA, Banking and Finance, International Business
Manhattanville College
Bachelor of Arts (B.A.), Business Administration and Management, General
Carol Ransom's Northern Trust Experience January 2001 - Present
Job Senior Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust January 2001 - Present
Administrative Management Group 1996 - 2000
Bank One, Chicago, NA 1993 - 1995
First Chicago Trust Company of Illinois 1992 - 1993
AT&T 1989 - 1991
A.B. Dick Company 1988 - 1989
The Northern Trust Company 1982 - 1988
Education
Miami University 1978 — 1982
B.S. Business Administration, Finance
Jefferson High School, Lafayette, IN 1975 — 1978
Northern Trust January 2001 - Present
Administrative Management Group 1996 - 2000
Bank One, Chicago, NA 1993 - 1995
First Chicago Trust Company of Illinois 1992 - 1993
AT&T 1989 - 1991
A.B. Dick Company 1988 - 1989
The Northern Trust Company 1982 - 1988
Education
Miami University 1978 — 1982
B.S. Business Administration, Finance
Jefferson High School, Lafayette, IN 1975 — 1978
Willy Frenzel's Northern Trust Experience August 2012 - July 2014
Job Relationship Client Service Manager 2nd Vice President at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation July 2014 - Present
Northern Trust August 2012 - July 2014
Northern Trust March 2011 - August 2012
Northern Trust April 2005 - March 2011
Prudential Financial December 2003 - April 2005
Skills
Management, Leadership, Analysis, Training, Investments, Financial Services, Software Documentation, Trading, Account Management, Strategic Planning, Microsoft Excel, Sales Management, Cash Management, Corporate Actions, Settlement
Education
Loyola University Chicago 2014 — 2014
The University of Iowa 1996 — 2001
B.A. Political Science, Liberal Arts
Loyola Academy 1992 — 1996
High School Diploma, College Preparatory
Northern Trust Corporation July 2014 - Present
Northern Trust August 2012 - July 2014
Northern Trust March 2011 - August 2012
Northern Trust April 2005 - March 2011
Prudential Financial December 2003 - April 2005
Skills
Management, Leadership, Analysis, Training, Investments, Financial Services, Software Documentation, Trading, Account Management, Strategic Planning, Microsoft Excel, Sales Management, Cash Management, Corporate Actions, Settlement
Education
Loyola University Chicago 2014 — 2014
The University of Iowa 1996 — 2001
B.A. Political Science, Liberal Arts
Loyola Academy 1992 — 1996
High School Diploma, College Preparatory
Jolynn Lassonde's Northern Trust Experience August 2010 - December 2012
Job Private Banking Associate at U.S. Bank
Industry Banking
Experience
U.S. Bank May 2015 - Present
U.S. Bank December 2012 - May 2015
Northern Trust August 2010 - December 2012
Education
Metropolitan State University 2012 — 2014
Bachelor of Arts (B.A.), Organizational Communication, General
U.S. Bank May 2015 - Present
U.S. Bank December 2012 - May 2015
Northern Trust August 2010 - December 2012
Education
Metropolitan State University 2012 — 2014
Bachelor of Arts (B.A.), Organizational Communication, General
Laurence Carolan's Northern Trust Experience June 1987 - November 1993
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock December 1995 - Present
Provident Distri November 1993 - December 1995
Northern Trust June 1987 - November 1993
Skills
Fixed Income, Portfolio Management, Integration, Alternative Investments, Risk Management, Capital Markets, Bloomberg, Securities, Hedge Funds, Asset Management, Equities, Derivatives, ETFs, Financial Markets, Trading Systems, Investments
Education
Marquette University 1972 — 1974
MBA, Finance
St Norbert College 1966 — 1970
BBA, Finance
BlackRock December 1995 - Present
Provident Distri November 1993 - December 1995
Northern Trust June 1987 - November 1993
Skills
Fixed Income, Portfolio Management, Integration, Alternative Investments, Risk Management, Capital Markets, Bloomberg, Securities, Hedge Funds, Asset Management, Equities, Derivatives, ETFs, Financial Markets, Trading Systems, Investments
Education
Marquette University 1972 — 1974
MBA, Finance
St Norbert College 1966 — 1970
BBA, Finance
Janna Hahn's Northern Trust Experience July 2009 - August 2010
Job Fixed Income Specialist at Capital Group
Industry Financial Services
Experience
Capital Group May 2015 - Present
Hyundai Capital America June 2014 - May 2015
UBS July 2011 - June 2014
UBS Global Asset Management August 2010 - July 2011
Northern Trust July 2009 - August 2010
UBS Global Asset Management June 2008 - August 2008
Skills
Portfolio Management, Bloomberg, Equities, Fixed Income, Hedge Funds
Education
University of Southern California - Marshall School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
Marquette University
BS, Finance and Marketing
Capital Group May 2015 - Present
Hyundai Capital America June 2014 - May 2015
UBS July 2011 - June 2014
UBS Global Asset Management August 2010 - July 2011
Northern Trust July 2009 - August 2010
UBS Global Asset Management June 2008 - August 2008
Skills
Portfolio Management, Bloomberg, Equities, Fixed Income, Hedge Funds
Education
University of Southern California - Marshall School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
Marquette University
BS, Finance and Marketing
Yelena Canales's Northern Trust Experience July 2001 - September 2008
Job Senior Private Banker at Sabadell United Bank "Formerly known as Lydian Bank & Trust"
Industry Financial Services
Experience
Sabadell United Bank "formerly known as Lydian Bank & Trust" September 2008 - Present
Northern Trust July 2001 - September 2008
SunTrust Bank August 1988 - 1999
Skills
Loans, Commercial Lending, Portfolio Management, Credit Analysis, Banking
Education
Miami Dade College 1987 — 1990
Sabadell United Bank "formerly known as Lydian Bank & Trust" September 2008 - Present
Northern Trust July 2001 - September 2008
SunTrust Bank August 1988 - 1999
Skills
Loans, Commercial Lending, Portfolio Management, Credit Analysis, Banking
Education
Miami Dade College 1987 — 1990
Allyson Montalto's Northern Trust Experience May 2011 - June 2013
Job Associate at GCM Grosvenor
Industry Financial Services
Experience
GCM Grosvenor June 2013 - Present
Northern Trust May 2011 - June 2013
Fleet Feet Sports - Chicago June 2010 - May 2011
Mowery & Schoenfeld June 2009 - August 2009
Skills
Valuation
Education
Miami University 2006 — 2010
Bachelor of Science, Accountancy
GCM Grosvenor June 2013 - Present
Northern Trust May 2011 - June 2013
Fleet Feet Sports - Chicago June 2010 - May 2011
Mowery & Schoenfeld June 2009 - August 2009
Skills
Valuation
Education
Miami University 2006 — 2010
Bachelor of Science, Accountancy
Maritza Santa Cruz's Northern Trust Experience February 2011 - Present
Job Senior Associate at Northern Trust
Industry Financial Services
Experience
Northern Trust February 2011 - Present
Education
Miami Dade College 2006 — 2011
Associate of Science (A.S.), Banking and Financial Support Services, 3.68
Northern Trust February 2011 - Present
Education
Miami Dade College 2006 — 2011
Associate of Science (A.S.), Banking and Financial Support Services, 3.68
Tom Kiley's Northern Trust Experience 2011 - Present
Job Client Service Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust 2011 - Present
Surgeons Diversified Investment Fund 2006 - 2009
Retirement Programs Co., LLC 2003 - 2006
Morgan Stanley 1999 - 2003
Skills
Middle Office, ETFs, Bloomberg Terminal, Collateral Management, Equity Trading, Valuation, Analysis, Commodity, Executive Management, Business Planning, Technical Analysis, Account Reconciliation, Analytics, Insurance, Cross-functional Team...
Education
Loyola University of Chicago
Bachelor of Science (B.S.)
Northern Trust 2011 - Present
Surgeons Diversified Investment Fund 2006 - 2009
Retirement Programs Co., LLC 2003 - 2006
Morgan Stanley 1999 - 2003
Skills
Middle Office, ETFs, Bloomberg Terminal, Collateral Management, Equity Trading, Valuation, Analysis, Commodity, Executive Management, Business Planning, Technical Analysis, Account Reconciliation, Analytics, Insurance, Cross-functional Team...
Education
Loyola University of Chicago
Bachelor of Science (B.S.)
maritza santa cruz's Northern Trust Experience 2011 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Northern Trust NA February 2011 - February 2012
Northern Trust 2011 - 2012
City National Bank of Florida January 2009 - January 2011
Skills
Banking, Lotus Notes, Microsoft Excel, Spreadsheets, Outlook, Analysis, Administrative..., Customer Service
Education
Miami Dade College
Associates Degree; Graduate, Financial Services
Northern Trust NA February 2011 - February 2012
Northern Trust 2011 - 2012
City National Bank of Florida January 2009 - January 2011
Skills
Banking, Lotus Notes, Microsoft Excel, Spreadsheets, Outlook, Analysis, Administrative..., Customer Service
Education
Miami Dade College
Associates Degree; Graduate, Financial Services
Katherine Novel's Northern Trust Experience 2010 - 2011
Job CPA
Industry Financial Services
Experience
Illinois State Board of Investment July 2014 - Present
Jackson National Asset Management, LLC June 2013 - June 2014
J.P. Morgan July 2011 - May 2013
Northern Trust 2010 - 2011
Artisan Partners 2006 - 2009
Skills
CPA, Auditing, Finance
Education
Marquette University 2002 — 2006
Bachelor of Science (BS), Finance and Business Economics
Benet Academy
Illinois State Board of Investment July 2014 - Present
Jackson National Asset Management, LLC June 2013 - June 2014
J.P. Morgan July 2011 - May 2013
Northern Trust 2010 - 2011
Artisan Partners 2006 - 2009
Skills
CPA, Auditing, Finance
Education
Marquette University 2002 — 2006
Bachelor of Science (BS), Finance and Business Economics
Benet Academy
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.