Northern Trust
Industry: Financial services company
DescriptionNorthern Trust Corporation is a financial services company organized in Delaware and headquartered in Chicago, Illinois that caters to corporations, institutional investors, and high net worth individuals. The company has 85 offices in 18 US states and 20 countries. Headquarters: Chicago, Illinois, United States CEO: Michael G. O'Grady (1 Jan 2018–) Assets under management: 1.2 trillion USD (As of December 31, 2017.) Subsidiaries: NORTHERN TRUST CO,
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Northern Trust Employees
Employee
Years
Job
Industry
Cathy (Catherine) Tobben, MBA, CTP Cathy (Catherine) Tobben, MBA, CTP's Northern Trust Experience 1987 - 1998
Job Vice President and Senior Relationship ManagerCorporate Banking Insurance Industry Team at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation July 2014 - Present
Misericordia Women's Board June 2011 - Present
HAVE Dreams October 2011 - October 2013
Merrill Lynch March 2011 - December 2012
J.P. Morgan's Private Wealth Management May 2007 - May 2009
Harris Bank N.A. July 2006 - April 2007
Merrill Lynch June 2002 - April 2006
Bank of America April 1998 - March 2002
Northern Trust 1987 - 1998
Continental Bank 1985 - 1987
Skills
Finance, Treasury Management, Public Speaking, Credit, Wealth Management, Series 7, Banking, Investments, Relationship Management, Loans, Portfolio Management, Financial Analysis, Insurance, Credit Analysis, Mortgage Lending, Training, CRM, Cash Management, Commercial Lending, Leadership, Commercial Banking, Management, Retirement Planning, Asset Allocation, Series 63, Financial Advisory, Investment Advisory, Estate Planning, Private Banking, Small Business, Retirement, Medical Case Management, Autism Spectrum..., Special Education, Patient Advocacy, Child Advocacy, Personal Style, cosmetics, Makeup Artistry, Women's Issues, Women Owned Business, Japanese culture, Organizational Behavior, Diversity & Inclusion, Life Transitions, Cross Cultural..., Cross-functional Team..., Thought Leadership, Product Management, Marketing Management
Education
Northwestern University - Kellogg School of Management 1988 — 1991
Master of Management, Finance, International Business, Organization Behavior
University of Missouri-Columbia 1979 — 1983
Bachelor of Science in Business Administration, Marketing
St. Francis Borgia 1975 — 1979
High School, High School Diploma
Northern Trust Corporation July 2014 - Present
Misericordia Women's Board June 2011 - Present
HAVE Dreams October 2011 - October 2013
Merrill Lynch March 2011 - December 2012
J.P. Morgan's Private Wealth Management May 2007 - May 2009
Harris Bank N.A. July 2006 - April 2007
Merrill Lynch June 2002 - April 2006
Bank of America April 1998 - March 2002
Northern Trust 1987 - 1998
Continental Bank 1985 - 1987
Skills
Finance, Treasury Management, Public Speaking, Credit, Wealth Management, Series 7, Banking, Investments, Relationship Management, Loans, Portfolio Management, Financial Analysis, Insurance, Credit Analysis, Mortgage Lending, Training, CRM, Cash Management, Commercial Lending, Leadership, Commercial Banking, Management, Retirement Planning, Asset Allocation, Series 63, Financial Advisory, Investment Advisory, Estate Planning, Private Banking, Small Business, Retirement, Medical Case Management, Autism Spectrum..., Special Education, Patient Advocacy, Child Advocacy, Personal Style, cosmetics, Makeup Artistry, Women's Issues, Women Owned Business, Japanese culture, Organizational Behavior, Diversity & Inclusion, Life Transitions, Cross Cultural..., Cross-functional Team..., Thought Leadership, Product Management, Marketing Management
Education
Northwestern University - Kellogg School of Management 1988 — 1991
Master of Management, Finance, International Business, Organization Behavior
University of Missouri-Columbia 1979 — 1983
Bachelor of Science in Business Administration, Marketing
St. Francis Borgia 1975 — 1979
High School, High School Diploma
Eric Carrig Eric Carrig's Northern Trust Experience February 1997 - August 1998
Job Healthcare Strategy, Physician Relationships, Population Health
Industry Health, Wellness and Fitness
Experience
Humana, Inc. April 2014 - Present
Humana, Inc. May 2011 - April 2014
Humana October 2007 - April 2011
Self -employed January 2007 - October 2007
Exervio Management Consulting July 2003 - December 2006
Pipal Research July 2001 - November 2002
Scient February 2000 - April 2001
McKinsey & Company September 1998 - January 2000
Northern Trust February 1997 - August 1998
Morgan Anderson & Company May 1994 - December 1996
Skills
Product Development, Retail, Healthcare, Strategic Planning, Business Strategy, Marketing Strategy, Marketing Research, Marketing Management, Market Research, Leadership, Start-ups, Marketing, Management Consulting, Management, Integrated Marketing, New Business Development, Analysis, Strategy, Competitive Analysis, Social Media, Program Management, Cross-functional Team...
Education
University of North Carolina at Chapel Hill 1992 — 1994
M.A., Journalism/Marketing
Northwestern University 1986 — 1990
B.S., Communications, Sociology
Humana, Inc. April 2014 - Present
Humana, Inc. May 2011 - April 2014
Humana October 2007 - April 2011
Self -employed January 2007 - October 2007
Exervio Management Consulting July 2003 - December 2006
Pipal Research July 2001 - November 2002
Scient February 2000 - April 2001
McKinsey & Company September 1998 - January 2000
Northern Trust February 1997 - August 1998
Morgan Anderson & Company May 1994 - December 1996
Skills
Product Development, Retail, Healthcare, Strategic Planning, Business Strategy, Marketing Strategy, Marketing Research, Marketing Management, Market Research, Leadership, Start-ups, Marketing, Management Consulting, Management, Integrated Marketing, New Business Development, Analysis, Strategy, Competitive Analysis, Social Media, Program Management, Cross-functional Team...
Education
University of North Carolina at Chapel Hill 1992 — 1994
M.A., Journalism/Marketing
Northwestern University 1986 — 1990
B.S., Communications, Sociology
Heeju Suh Heeju Suh's Northern Trust Experience June 2011 - August 2011
Job SAP Security & GRC Advisory Consultant at PwC
Industry Information Technology and Services
Experience
PricewaterhouseCoopers August 2013 - Present
PricewaterhouseCoopers June 2012 - August 2012
Northern Trust June 2011 - August 2011
MyGymandTrainer.com March 2011 - June 2011
Big Shoulders Fund June 2010 - August 2010
Leap N Learn LLC June 2009 - September 2009
Skills
Spanish, SAP, Analysis, Statistical Data..., Data Analysis, Microsoft Excel, Microsoft Office
Education
Northwestern University 2009 — 2013
Mathematical Methods in the Social Sciences (MMSS), Economics
PricewaterhouseCoopers August 2013 - Present
PricewaterhouseCoopers June 2012 - August 2012
Northern Trust June 2011 - August 2011
MyGymandTrainer.com March 2011 - June 2011
Big Shoulders Fund June 2010 - August 2010
Leap N Learn LLC June 2009 - September 2009
Skills
Spanish, SAP, Analysis, Statistical Data..., Data Analysis, Microsoft Excel, Microsoft Office
Education
Northwestern University 2009 — 2013
Mathematical Methods in the Social Sciences (MMSS), Economics
Rex L. Vargas Rex L. Vargas's Northern Trust Experience May 2011 - Present
Job Mobile Product Manager and Second Vice President at The Northern Trust Corporation
Industry Information Technology and Services
Experience
Northern Trust Corporation February 2015 - Present
Northern Trust May 2011 - Present
NYL Securities April 2010 - May 2011
Northern Trust Corporation March 2009 - March 2010
Northern Trust June 2007 - August 2009
Skills
Product Management, iPad Development, iOS Development, Agile Methodologies, Software Development, Agile Application..., iOS, Software Project..., Mobile Devices, Mobile Applications, Marketing, Product Development, Investments, Portfolio Management, Finance, Investment Strategies, Securities, Asset Allocation, Investment Management, Wealth Management, Financial Analysis, High Net Worth..., Trading, Mutual Funds, Investment Advisory, Asset Management, ETFs, Series 7, Fixed Income, Alternative Investments, Financial Markets, Equities, Wealth Management..., Asset Managment, Retirement Planning, Marketing Strategy, Product Lifecycle...
Education
Northwestern University 2015 — 2017
Master's degree, Product Design and Development Management
University of Florida 2012 — 2015
Master of Business Administration (MBA)
Northwestern University 2010 — 2011
Certified Financial Planner (CFP), certificate of completion
University of Illinois at Urbana-Champaign 2004 — 2007
Bachelor's degree, Economics
Northern Trust Corporation February 2015 - Present
Northern Trust May 2011 - Present
NYL Securities April 2010 - May 2011
Northern Trust Corporation March 2009 - March 2010
Northern Trust June 2007 - August 2009
Skills
Product Management, iPad Development, iOS Development, Agile Methodologies, Software Development, Agile Application..., iOS, Software Project..., Mobile Devices, Mobile Applications, Marketing, Product Development, Investments, Portfolio Management, Finance, Investment Strategies, Securities, Asset Allocation, Investment Management, Wealth Management, Financial Analysis, High Net Worth..., Trading, Mutual Funds, Investment Advisory, Asset Management, ETFs, Series 7, Fixed Income, Alternative Investments, Financial Markets, Equities, Wealth Management..., Asset Managment, Retirement Planning, Marketing Strategy, Product Lifecycle...
Education
Northwestern University 2015 — 2017
Master's degree, Product Design and Development Management
University of Florida 2012 — 2015
Master of Business Administration (MBA)
Northwestern University 2010 — 2011
Certified Financial Planner (CFP), certificate of completion
University of Illinois at Urbana-Champaign 2004 — 2007
Bachelor's degree, Economics
Jim Koeneman Jim Koeneman's Northern Trust Experience September 2010 - March 2011
Job Real Estate Broker Baird & Warner
Industry Real Estate
Experience
Baird & Warner November 2013 - Present
Realtor Career November 2013 - Present
NAV Consulting April 2011 - July 2013
Northern Trust September 2010 - March 2011
First Trust Advisors LP December 2003 - June 2009
Burr Oak Advisors, Inc. January 2000 - November 2003
Baker, Fentress & Company December 1983 - December 2000
Source Services Corporation April 1981 - November 1983
Skills
Relationship Management, Interpersonal Skills, Financial Analysis, Finance, Financial Reporting, Asset Management, Portfolio Management, Accounting, Analysis, Mutual Funds, Financial Modeling, Forecasting, GAAP, Cash Flow, Asset Managment, Budgets, Leadership, Microsoft Word, Business Planning, Executive Management, Strategic Financial..., Customer Relations, Business Development, Strategic Planning, Outlook, Administration, Planning, Fund Accounting, Corporate Finance, Buyer Representation, First Time Home Buyers, First Time Home Sellers, Negotiation, Real Estate, Sellers, Financial Planning
Education
Northwestern University - Kellogg School of Management 1970 — 1972
MBA, Finance
Valparaiso University 1966 — 1970
BS, Finance
Baird & Warner November 2013 - Present
Realtor Career November 2013 - Present
NAV Consulting April 2011 - July 2013
Northern Trust September 2010 - March 2011
First Trust Advisors LP December 2003 - June 2009
Burr Oak Advisors, Inc. January 2000 - November 2003
Baker, Fentress & Company December 1983 - December 2000
Source Services Corporation April 1981 - November 1983
Skills
Relationship Management, Interpersonal Skills, Financial Analysis, Finance, Financial Reporting, Asset Management, Portfolio Management, Accounting, Analysis, Mutual Funds, Financial Modeling, Forecasting, GAAP, Cash Flow, Asset Managment, Budgets, Leadership, Microsoft Word, Business Planning, Executive Management, Strategic Financial..., Customer Relations, Business Development, Strategic Planning, Outlook, Administration, Planning, Fund Accounting, Corporate Finance, Buyer Representation, First Time Home Buyers, First Time Home Sellers, Negotiation, Real Estate, Sellers, Financial Planning
Education
Northwestern University - Kellogg School of Management 1970 — 1972
MBA, Finance
Valparaiso University 1966 — 1970
BS, Finance
Dino DeVita Dino DeVita's Northern Trust Experience June 2012 - Present
Job President at Northern Trust, Pacific Northwest
Industry Financial Services
Experience
Northern Trust June 2012 - Present
Northern Trust December 2010 - June 2012
Northern Trust March 2007 - December 2010
Northern Trust May 2000 - February 2007
Skills
Investment Management, Team Leadership, Strategic Planning, Wealth Management, Change Management, New Business Development, ETFs, Mutual Funds, Financial Services, Strategy, Finance, Equities, Banking, Investments, Alternative Investments, Portfolio Management, Business Strategy, Management, Asset Allocation, Wealth Management..., Business Planning, Estate Planning, Series 7, Private Banking, Investment Advisory, Asset Management, Leadership, Financial Analysis, Hedge Funds
Education
Northwestern University - Kellogg School of Management 2011 — 2012
MBA
Ripon College 1993 — 1996
B.A., Economics and Business Management
Marquette University High School 1988 — 1991
Northern Trust June 2012 - Present
Northern Trust December 2010 - June 2012
Northern Trust March 2007 - December 2010
Northern Trust May 2000 - February 2007
Skills
Investment Management, Team Leadership, Strategic Planning, Wealth Management, Change Management, New Business Development, ETFs, Mutual Funds, Financial Services, Strategy, Finance, Equities, Banking, Investments, Alternative Investments, Portfolio Management, Business Strategy, Management, Asset Allocation, Wealth Management..., Business Planning, Estate Planning, Series 7, Private Banking, Investment Advisory, Asset Management, Leadership, Financial Analysis, Hedge Funds
Education
Northwestern University - Kellogg School of Management 2011 — 2012
MBA
Ripon College 1993 — 1996
B.A., Economics and Business Management
Marquette University High School 1988 — 1991
Adam Lurie's Northern Trust Experience 2003 - 2005
Job Vice President at Coretrust Capital Partners LLC
Industry Commercial Real Estate
Experience
Coretrust Capital Partners LLC April 2014 - Present
Bank of America May 2012 - April 2014
Green Dot Public Schools August 2009 - May 2012
Broad Residency 2011 - 2012
Teach for America August 2005 - June 2007
Northern Trust 2003 - 2005
Goldman Sachs June 2002 - August 2002
Merrill Lynch June 2001 - August 2001
Skills
Financial Modeling, Data Analysis, Strategic Planning, Strategy, Public Speaking, Research, Fundraising, Business Strategy, Competitive Analysis, Market Research, Project Management, Social Media, Leadership, Social Networking, Program Management, Management, Entrepreneurship
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2009
MBA, Finance and Real Estate
Beverly Hills High School
Beverly Hills High School
Northwestern University
Bachelor of Arts (B.A.)
Coretrust Capital Partners LLC April 2014 - Present
Bank of America May 2012 - April 2014
Green Dot Public Schools August 2009 - May 2012
Broad Residency 2011 - 2012
Teach for America August 2005 - June 2007
Northern Trust 2003 - 2005
Goldman Sachs June 2002 - August 2002
Merrill Lynch June 2001 - August 2001
Skills
Financial Modeling, Data Analysis, Strategic Planning, Strategy, Public Speaking, Research, Fundraising, Business Strategy, Competitive Analysis, Market Research, Project Management, Social Media, Leadership, Social Networking, Program Management, Management, Entrepreneurship
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2009
MBA, Finance and Real Estate
Beverly Hills High School
Beverly Hills High School
Northwestern University
Bachelor of Arts (B.A.)
Aaron Newman's Northern Trust Experience November 2012 - July 2014
Job Associate Consultant at Strategy&, part of the PwC network (formerly Booz & Company)
Industry Management Consulting
Experience
Strategy&, part of the PwC network (formerly Booz & Company) October 2014 - Present
Northern Trust November 2012 - July 2014
Northern Trust March 2009 - November 2012
Northern Trust July 2008 - March 2009
Skills
Financial Analysis, Mutual Funds, Investments, Financial Services, Financial Modeling, Strategy, Asset Allocation, Relationship Management, Business Strategy, Hedge Funds, Investment Advisory, Banking, Wealth Management, Consulting, Program Management, Management Consulting, Private Equity, Asset Management, Equities, Valuation, Fixed Income, Analysis, Finance, Management, Strategic Planning, Trading, Portfolio Management, Economics, Loans
Education
Northwestern University - Kellogg School of Management 2011 — 2014
MBA, Finance, Analytical Consulting, and Strategy
Northwestern University 2004 — 2008
Economics
Strategy&, part of the PwC network (formerly Booz & Company) October 2014 - Present
Northern Trust November 2012 - July 2014
Northern Trust March 2009 - November 2012
Northern Trust July 2008 - March 2009
Skills
Financial Analysis, Mutual Funds, Investments, Financial Services, Financial Modeling, Strategy, Asset Allocation, Relationship Management, Business Strategy, Hedge Funds, Investment Advisory, Banking, Wealth Management, Consulting, Program Management, Management Consulting, Private Equity, Asset Management, Equities, Valuation, Fixed Income, Analysis, Finance, Management, Strategic Planning, Trading, Portfolio Management, Economics, Loans
Education
Northwestern University - Kellogg School of Management 2011 — 2014
MBA, Finance, Analytical Consulting, and Strategy
Northwestern University 2004 — 2008
Economics
Ann Kanter Luth Ann Kanter Luth's Northern Trust Experience July 2004 - July 2008
Job Manager, Operating Model Design and Consulting at Northern Trust Corporation
Industry Banking
Experience
Northern Trust Corporation July 2014 - Present
Northern Trust Asset Management September 2012 - July 2014
Northern Trust Asset Management July 2008 - September 2012
Northern Trust July 2004 - July 2008
Northern Trust July 1986 - July 2004
Northern Trust July 1982 - July 1986
Skills
Six Sigma Blackbelt, NTGI Diversity Council..., Chair, NTGI Employee..., Mutual Funds, Investments, Securities, Management, Product Management, Strategic Planning, Investment Management, Asset Allocation, Alternative Investments, Asset Managment, Valuation, Risk Management, Portfolio Management, Financial Services, Business Process, Operations Management, Project Management, Investment Vehicles, Asset Management
Education
Northwestern University - Kellogg School of Management 1983 — 1986
Master of Business Administration (M.B.A.), Accounting and Business/Management
University of Illinois at Urbana-Champaign 1977 — 1981
Bachelor of Science (BS), Finance, General
Northern Trust Corporation July 2014 - Present
Northern Trust Asset Management September 2012 - July 2014
Northern Trust Asset Management July 2008 - September 2012
Northern Trust July 2004 - July 2008
Northern Trust July 1986 - July 2004
Northern Trust July 1982 - July 1986
Skills
Six Sigma Blackbelt, NTGI Diversity Council..., Chair, NTGI Employee..., Mutual Funds, Investments, Securities, Management, Product Management, Strategic Planning, Investment Management, Asset Allocation, Alternative Investments, Asset Managment, Valuation, Risk Management, Portfolio Management, Financial Services, Business Process, Operations Management, Project Management, Investment Vehicles, Asset Management
Education
Northwestern University - Kellogg School of Management 1983 — 1986
Master of Business Administration (M.B.A.), Accounting and Business/Management
University of Illinois at Urbana-Champaign 1977 — 1981
Bachelor of Science (BS), Finance, General
Ryan Libster Ryan Libster's Northern Trust Experience January 2011 - May 2012
Job Introducing Dropbox for Business to the world of media and entertainment
Industry Internet
Experience
Dropbox April 2015 - Present
Dropbox June 2014 - March 2015
Dropbox January 2014 - May 2014
Uversity, Inc. July 2013 - January 2014
Uversity, Inc. January 2013 - June 2013
Seraphin Partners November 2012 - December 2012
UBS June 2012 - November 2012
Northern Trust January 2011 - May 2012
Northern Trust August 2009 - January 2011
BNP Paribas June 2008 - August 2008
Skills
Financial Markets, Volunteer Management, High Net Worth..., Wealth Management, Structured Products, Equities, Fixed Income, Asset Managment, Portfolio Management, Social Media, Bloomberg Terminal, Derivatives, Options, Trading Systems, Investment Advisory, Relationship Management, Securities, Strategy, Microsoft Excel, Business Development, Strategic Selling
Education
Northwestern University
Bachelor of Arts (B.A.), Psychology; Minor in Business Institutions
Moorestown High School
The University of Chicago
Financial Accounting
Dropbox April 2015 - Present
Dropbox June 2014 - March 2015
Dropbox January 2014 - May 2014
Uversity, Inc. July 2013 - January 2014
Uversity, Inc. January 2013 - June 2013
Seraphin Partners November 2012 - December 2012
UBS June 2012 - November 2012
Northern Trust January 2011 - May 2012
Northern Trust August 2009 - January 2011
BNP Paribas June 2008 - August 2008
Skills
Financial Markets, Volunteer Management, High Net Worth..., Wealth Management, Structured Products, Equities, Fixed Income, Asset Managment, Portfolio Management, Social Media, Bloomberg Terminal, Derivatives, Options, Trading Systems, Investment Advisory, Relationship Management, Securities, Strategy, Microsoft Excel, Business Development, Strategic Selling
Education
Northwestern University
Bachelor of Arts (B.A.), Psychology; Minor in Business Institutions
Moorestown High School
The University of Chicago
Financial Accounting
Chad Kirkenmeier's Northern Trust Experience July 2013 - February 2015
Job Officer at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation July 2015 - Present
Northern Trust Corporation February 2015 - July 2015
Northern Trust July 2013 - February 2015
Northern Trust October 2011 - July 2013
COUNTRY Financial May 2008 - September 2011
Skills
Mutual Funds, Insurance, Investments, Risk Management, Financial Analysis, Relationship Management, Portfolio Management, Securities, Retirement Planning, Banking, Series 7, Asset Allocation, Disability Insurance, Wealth Management, Sales, Series 63, Trading, New Business Development, Commercial Lending, Financial Services, Process Improvement, Loans, Strategic Planning, Financial Advisory, Financial Modeling, Pensions, Life Insurance, Credit Analysis, Finance, Investment Advisory, Management, Strategic Financial..., Employee Benefits, Budgets, Long-term Care, Retirement, Financial Planning
Education
Northwestern University 2013 — 2015
Finance, General
The American College 2009 — 2010
Life Underwriters Training Council Fellow
Western Illinois University 2003 — 2007
Management, Business
Northern Trust Corporation July 2015 - Present
Northern Trust Corporation February 2015 - July 2015
Northern Trust July 2013 - February 2015
Northern Trust October 2011 - July 2013
COUNTRY Financial May 2008 - September 2011
Skills
Mutual Funds, Insurance, Investments, Risk Management, Financial Analysis, Relationship Management, Portfolio Management, Securities, Retirement Planning, Banking, Series 7, Asset Allocation, Disability Insurance, Wealth Management, Sales, Series 63, Trading, New Business Development, Commercial Lending, Financial Services, Process Improvement, Loans, Strategic Planning, Financial Advisory, Financial Modeling, Pensions, Life Insurance, Credit Analysis, Finance, Investment Advisory, Management, Strategic Financial..., Employee Benefits, Budgets, Long-term Care, Retirement, Financial Planning
Education
Northwestern University 2013 — 2015
Finance, General
The American College 2009 — 2010
Life Underwriters Training Council Fellow
Western Illinois University 2003 — 2007
Management, Business
Bethany Woods Bethany Woods's Northern Trust Experience June 2010 - July 2014
Job Director, Corporate Development at Harbour Group
Industry Venture Capital & Private Equity
Experience
Harbour Group August 2014 - Present
Northern Trust June 2010 - July 2014
Freeport Financial May 2006 - February 2009
GE Commercial Finance 2004 - 2006
Skills
Financial Modeling, Portfolio Management, Valuation, Private Equity, Capital Markets, Financial Analysis, Hedge Funds, Investment Banking, Alternative Investments, Equities, Investments, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2011 — 2014
MBA, Finance and Entrepreneurship
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelors, Finance, Spanish
Harbour Group August 2014 - Present
Northern Trust June 2010 - July 2014
Freeport Financial May 2006 - February 2009
GE Commercial Finance 2004 - 2006
Skills
Financial Modeling, Portfolio Management, Valuation, Private Equity, Capital Markets, Financial Analysis, Hedge Funds, Investment Banking, Alternative Investments, Equities, Investments, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2011 — 2014
MBA, Finance and Entrepreneurship
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelors, Finance, Spanish
Steve Morley Steve Morley's Northern Trust Experience October 2007 - Present
Job
Industry Financial Services
Experience
Northern Trust October 2007 - Present
Skills
Analytics, Business Analysis, Business Intelligence, Business Process..., Cross-functional Team..., IT Management, IT Strategy, Operations Research, Portfolio Management, Process Improvement, Program Management, Project Management, Project Portfolio..., Risk Management, SDLC, Software Development, Software Project..., Statistical Modeling, Vendor Management, Enterprise Architecture
Education
Northwestern University 1989 — 1990
MS
University of Illinois - Urbana/Champaign 1986 — 1989
BS
Macomb Senior High School 1982 — 1986
Enloe High School 1983 — 1984
Northern Trust October 2007 - Present
Skills
Analytics, Business Analysis, Business Intelligence, Business Process..., Cross-functional Team..., IT Management, IT Strategy, Operations Research, Portfolio Management, Process Improvement, Program Management, Project Management, Project Portfolio..., Risk Management, SDLC, Software Development, Software Project..., Statistical Modeling, Vendor Management, Enterprise Architecture
Education
Northwestern University 1989 — 1990
MS
University of Illinois - Urbana/Champaign 1986 — 1989
BS
Macomb Senior High School 1982 — 1986
Enloe High School 1983 — 1984
Diana Jonke Diana Jonke's Northern Trust Experience June 2012 - Present
Job Hedge Fund Consultant at Northern Trust
Industry Financial Services
Experience
Northern Trust June 2012 - Present
Morgan Stanley Private Wealth Management January 2012 - June 2012
Skills
Hedge Funds, Investments, Microsoft Excel, Bloomberg, Financial Modeling, Banking, Capital Markets, Finance, Microsoft Office, Financial Services, Securities, Trading
Education
Northwestern University 2008 — 2012
Bachelor's degree, Economics & Psychology
Northern Trust June 2012 - Present
Morgan Stanley Private Wealth Management January 2012 - June 2012
Skills
Hedge Funds, Investments, Microsoft Excel, Bloomberg, Financial Modeling, Banking, Capital Markets, Finance, Microsoft Office, Financial Services, Securities, Trading
Education
Northwestern University 2008 — 2012
Bachelor's degree, Economics & Psychology
Nikhil Bhagwat Nikhil Bhagwat's Northern Trust Experience May 2012 - August 2012
Job Business Analyst at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company September 2014 - Present
The Art Institute of Chicago March 2014 - June 2014
McKinsey & Company June 2013 - August 2013
Students Consulting for Nonprofit Organizations 2011 - 2013
Goldman Sachs September 2012 - December 2012
Northern Trust May 2012 - August 2012
campusCATALYST September 2011 - December 2011
Northwestern University January 2011 - June 2011
Skills
Research, Economics, Qualitative Research, Microsoft Office, Microsoft Excel, PowerPoint, Spanish, Data Analysis, Statistics, Finance, Social Media, Entrepreneurship, Event Planning, Social Media Marketing, Nonprofits, Public Speaking, Presentation Development, Non-profits, Consulting, Hospitality, Stata, Market Research, Microsoft Word, Fundraising, Art History, Fine Art
Education
Northwestern University 2010 — 2014
Bachelor of Arts, Economics, Art History
Peking University 2011 — 2011
McKinsey & Company September 2014 - Present
The Art Institute of Chicago March 2014 - June 2014
McKinsey & Company June 2013 - August 2013
Students Consulting for Nonprofit Organizations 2011 - 2013
Goldman Sachs September 2012 - December 2012
Northern Trust May 2012 - August 2012
campusCATALYST September 2011 - December 2011
Northwestern University January 2011 - June 2011
Skills
Research, Economics, Qualitative Research, Microsoft Office, Microsoft Excel, PowerPoint, Spanish, Data Analysis, Statistics, Finance, Social Media, Entrepreneurship, Event Planning, Social Media Marketing, Nonprofits, Public Speaking, Presentation Development, Non-profits, Consulting, Hospitality, Stata, Market Research, Microsoft Word, Fundraising, Art History, Fine Art
Education
Northwestern University 2010 — 2014
Bachelor of Arts, Economics, Art History
Peking University 2011 — 2011
Kira Reed Kira Reed's Northern Trust Experience July 1991 - March 1996
Job Associate Professor at Syracuse University
Industry Primary/Secondary Education
Experience
Syracuse University July 2012 - Present
Syracuse University August 2001 - June 2012
Iowa State University August 2000 - May 2001
Northern Trust July 1991 - March 1996
Skills
Strategy, Leadership Development, Non-profits, Strategic Planning, Competitive Analysis, Public Speaking, Business Strategy, Leadership, Teaching, Management, Data Analysis, Higher Education, Training, Nonprofits, Social Networking, Public Relations, Qualitative Research, Research, Student Development, Program Management, Policy, University Teaching, Social Media, Analysis
Education
The University of Connecticut School of Business 1996 — 2000
Doctor of Philosophy (Ph.D.), Management
Northwestern University 1994 — 1996
Master of Business Administration (M.B.A.), Organizational Behavior, Management, Marketing
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor's degree, Finance, General
Syracuse University July 2012 - Present
Syracuse University August 2001 - June 2012
Iowa State University August 2000 - May 2001
Northern Trust July 1991 - March 1996
Skills
Strategy, Leadership Development, Non-profits, Strategic Planning, Competitive Analysis, Public Speaking, Business Strategy, Leadership, Teaching, Management, Data Analysis, Higher Education, Training, Nonprofits, Social Networking, Public Relations, Qualitative Research, Research, Student Development, Program Management, Policy, University Teaching, Social Media, Analysis
Education
The University of Connecticut School of Business 1996 — 2000
Doctor of Philosophy (Ph.D.), Management
Northwestern University 1994 — 1996
Master of Business Administration (M.B.A.), Organizational Behavior, Management, Marketing
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor's degree, Finance, General
Kenard Gibbs Kenard Gibbs's Northern Trust Experience September 1986 - January 1990
Job Television Executive/BET Networks
Industry Entertainment
Experience
BET NETWORKS December 2013 - Present
Soul Train Holdings April 2013 - Present
Soul Train Holdings May 2008 - August 2013
MadVision Entertainment 2006 - 2010
Johnson Publishing Company April 2007 - May 2008
Vibe Magazine July 2000 - August 2006
TMP Worldwide April 1998 - June 2000
Vibe Magazine May 1993 - April 1998
Leo Burnett February 1990 - May 1993
Northern Trust September 1986 - January 1990
Skills
Strategic Planning, Content Strategy, Branded Entertainment, Licensing Negotiations, Executive Producing, Multicultural Marketing, Marketing Strategy, Strategic Financial..., Integrated Marketing, Content Management, Sales Management, Advertising, Event Management, Live Events, Music Licensing, License Management, Social Media, Brand Equity, Film, Public Relations, Television, Storytelling, Marketing, Publishing, New Media, Media Relations, Magazines, Online Advertising, Blogging, Creative Direction, Online Marketing, Digital Media, Social Media Marketing, Press Releases, Relationship Marketing, Digital Strategy, Sponsorship, Social Networking, Video Production, Digital Marketing, Brand Development, Strategic Partnerships, Mobile Marketing, Publicity, Marketing Communications, Media Planning, Advertising Sales, Brand Management, Digital Distribution, Radio
Education
Northwestern University 1991 — 1994
Masters of Management/Kellogg School of Management, Marketing/Marketing Management, General, Honors
Williams College 1982 — 1986
Bachelor of Arts (B.A.), Political Economy, Honors
Saint Ignatius College Prep 1978 — 1982
Honors Diploma, 12th
Our Lady of Hungary
BET NETWORKS December 2013 - Present
Soul Train Holdings April 2013 - Present
Soul Train Holdings May 2008 - August 2013
MadVision Entertainment 2006 - 2010
Johnson Publishing Company April 2007 - May 2008
Vibe Magazine July 2000 - August 2006
TMP Worldwide April 1998 - June 2000
Vibe Magazine May 1993 - April 1998
Leo Burnett February 1990 - May 1993
Northern Trust September 1986 - January 1990
Skills
Strategic Planning, Content Strategy, Branded Entertainment, Licensing Negotiations, Executive Producing, Multicultural Marketing, Marketing Strategy, Strategic Financial..., Integrated Marketing, Content Management, Sales Management, Advertising, Event Management, Live Events, Music Licensing, License Management, Social Media, Brand Equity, Film, Public Relations, Television, Storytelling, Marketing, Publishing, New Media, Media Relations, Magazines, Online Advertising, Blogging, Creative Direction, Online Marketing, Digital Media, Social Media Marketing, Press Releases, Relationship Marketing, Digital Strategy, Sponsorship, Social Networking, Video Production, Digital Marketing, Brand Development, Strategic Partnerships, Mobile Marketing, Publicity, Marketing Communications, Media Planning, Advertising Sales, Brand Management, Digital Distribution, Radio
Education
Northwestern University 1991 — 1994
Masters of Management/Kellogg School of Management, Marketing/Marketing Management, General, Honors
Williams College 1982 — 1986
Bachelor of Arts (B.A.), Political Economy, Honors
Saint Ignatius College Prep 1978 — 1982
Honors Diploma, 12th
Our Lady of Hungary
Katy Elsey Katy Elsey's Northern Trust Experience January 2001 - Present
Job Vice President, Regional Marketing Director, Central Region, Northern Trust Bank
Industry Financial Services
Experience
Northern Trust January 2001 - Present
Northern Trust January 2001 - February 2008
Skills
Public Relations, Wealth Management, Marketing, Investments, Marketing Strategy, Asset Allocation, Social Media, Marketing Communications, Social Media Marketing, Strategy, Alternative Investments, Wealth Management...
Education
Northwestern University 1979 — 1981
Master of Music, Piano Performance and Piano Pedagogy
St. Mary's College of Notre Dame 1975 — 1979
Bachelor of Music, Piano Performance and Music Theory & Literature
Northern Trust January 2001 - Present
Northern Trust January 2001 - February 2008
Skills
Public Relations, Wealth Management, Marketing, Investments, Marketing Strategy, Asset Allocation, Social Media, Marketing Communications, Social Media Marketing, Strategy, Alternative Investments, Wealth Management...
Education
Northwestern University 1979 — 1981
Master of Music, Piano Performance and Piano Pedagogy
St. Mary's College of Notre Dame 1975 — 1979
Bachelor of Music, Piano Performance and Music Theory & Literature
Jon Papajcik Jon Papajcik's Northern Trust Experience June 2006 - November 2008
Job Fund Accounting Manager at Northern Trust Co
Industry Financial Services
Experience
Northern Trust Co November 2008 - Present
Northern Trust June 2006 - November 2008
Northern Trust January 2004 - June 2006
Skills
Fund Administration, Fund Accounting, Securities, Mutual Funds, Fixed Income, Accounting, Derivatives, Bloomberg
Education
Northwestern University 1998 — 2002
Bachelor of Arts (BA), Economics
Northern Trust Co November 2008 - Present
Northern Trust June 2006 - November 2008
Northern Trust January 2004 - June 2006
Skills
Fund Administration, Fund Accounting, Securities, Mutual Funds, Fixed Income, Accounting, Derivatives, Bloomberg
Education
Northwestern University 1998 — 2002
Bachelor of Arts (BA), Economics
Deborah Stefani, CFA Deborah Stefani, CFA's Northern Trust Experience September 2000 - October 2005
Job Investment Management
Industry Financial Services
Experience
Deborah B. Stefani, CFA January 2007 - October 2008
Northern Trust September 2000 - October 2005
T. Rowe Price July 1996 - September 2000
First Chicago Capital Markets September 1993 - June 1996
FNBC June 1991 - August 1993
FNBC November 1989 - May 1991
RUBLOFF July 1989 - November 1989
Skills
Tactical Asset..., Asset Managment, Fixed Income, Portfolio Management, Mutual Funds, Fixed Income Analysis, Mortgage Analytics, Relative Value, Total Return, Fixed Income Portfolio..., CMBS, MBS, ABS, Agency MBS, Asset Allocation, Bonds, Finance, Investments, Risk Management, Financial Risk, Bloomberg, Securities, Trading
Education
Northwestern University - Kellogg School of Management
Masters, Management - Finance and Organizational Behavior
University of Illinois
Bachelor of Arts, Finance
CFA Institute
CFA
Deborah B. Stefani, CFA January 2007 - October 2008
Northern Trust September 2000 - October 2005
T. Rowe Price July 1996 - September 2000
First Chicago Capital Markets September 1993 - June 1996
FNBC June 1991 - August 1993
FNBC November 1989 - May 1991
RUBLOFF July 1989 - November 1989
Skills
Tactical Asset..., Asset Managment, Fixed Income, Portfolio Management, Mutual Funds, Fixed Income Analysis, Mortgage Analytics, Relative Value, Total Return, Fixed Income Portfolio..., CMBS, MBS, ABS, Agency MBS, Asset Allocation, Bonds, Finance, Investments, Risk Management, Financial Risk, Bloomberg, Securities, Trading
Education
Northwestern University - Kellogg School of Management
Masters, Management - Finance and Organizational Behavior
University of Illinois
Bachelor of Arts, Finance
CFA Institute
CFA
Jeff Ellithorpe, CPWA® Jeff Ellithorpe, CPWA®'s Northern Trust Experience June 2005 - Present
Job Wealth Strategist at Northern Trust
Industry Investment Management
Experience
Northern Trust June 2005 - Present
Credit Suisse August 2001 - June 2005
Quaker Oats 1995 - 2001
Kraft Foods 1991 - 1995
Skills
Asset Allocation, Wealth Management, Portfolio Management, Alternative Investments, Asset Management, Investment Strategies, Investment Advisory, Series 7, Investments, Strategic Financial..., Investment Management, Equities, Wealth Management...
Education
Northwestern University - Kellogg School of Management 1996 — 1999
M.B.A., Business
University of Illinois at Urbana-Champaign 1986 — 1990
B.S., Industrial Engineering
Northern Trust June 2005 - Present
Credit Suisse August 2001 - June 2005
Quaker Oats 1995 - 2001
Kraft Foods 1991 - 1995
Skills
Asset Allocation, Wealth Management, Portfolio Management, Alternative Investments, Asset Management, Investment Strategies, Investment Advisory, Series 7, Investments, Strategic Financial..., Investment Management, Equities, Wealth Management...
Education
Northwestern University - Kellogg School of Management 1996 — 1999
M.B.A., Business
University of Illinois at Urbana-Champaign 1986 — 1990
B.S., Industrial Engineering
Jason M. Krick, CFP®, CTFA Jason M. Krick, CFP®, CTFA's Northern Trust Experience July 2008 - Present
Job Experienced Personal Financial Services Professional
Industry Financial Services
Experience
Northern Trust July 2008 - Present
J.P. Morgan December 2006 - April 2008
J.P. Morgan June 2002 - December 2006
J.P. Morgan Securities (formerly Banc One Securities Corp.) December 2000 - June 2002
J.P. Morgan Securities (formerly Banc One Securities Corp.) January 2000 - December 2000
J.P. Morgan Securities (formerly Banc One Securities Corp.) August 1999 - January 2000
Ameriprise Financial Services, Inc. (formerly Olde Discount Brokerage) December 1998 - June 1999
Skills
Wealth Management, Investments, Retirement Planning, Financial Planners, Estate Planning, Securities, Series 7, Mutual Funds, Fixed Income, Asset Allocation, Equities, Banking, Portfolio Management, Asset Managment, Investment Strategies
Education
Northwestern University 1993 — 1998
Bachelor of Science (B.S.), Education
Francis T. Maloney High School 1989 — 1993
High School Diploma, Science & Math
Northern Trust July 2008 - Present
J.P. Morgan December 2006 - April 2008
J.P. Morgan June 2002 - December 2006
J.P. Morgan Securities (formerly Banc One Securities Corp.) December 2000 - June 2002
J.P. Morgan Securities (formerly Banc One Securities Corp.) January 2000 - December 2000
J.P. Morgan Securities (formerly Banc One Securities Corp.) August 1999 - January 2000
Ameriprise Financial Services, Inc. (formerly Olde Discount Brokerage) December 1998 - June 1999
Skills
Wealth Management, Investments, Retirement Planning, Financial Planners, Estate Planning, Securities, Series 7, Mutual Funds, Fixed Income, Asset Allocation, Equities, Banking, Portfolio Management, Asset Managment, Investment Strategies
Education
Northwestern University 1993 — 1998
Bachelor of Science (B.S.), Education
Francis T. Maloney High School 1989 — 1993
High School Diploma, Science & Math
Brian Newell, CFP Brian Newell, CFP's Northern Trust Experience September 1999 - Present
Job Relationship Manager at The Northern Trust
Industry Financial Services
Experience
Northern Trust September 1999 - Present
New Boston Systems April 1998 - September 1999
Newell Enterprises Ltd. January 1997 - December 1997
Alberta Power Ltd. 1996 - 1996
Syncrude Canada Ltd. 1992 - 1995
Skills
Asset Allocation, Investments, Tax Reporting, Trusts, Asset Management, Wealth Management, Customer Relations, Asset Managment, Structured Products, Securities, Investment Management, Investment Advisory, Financial Services, Banking, Financial Analysis, Customer Service, Fixed Income, Alternative Investments, Mutual Funds, Hedge Funds, Portfolio Management, Finance
Education
Certified Financial Planner 2009 — 2012
CFP
Northwestern University - Kellogg School of Management 2003 — 2006
MBA
University of Alberta 1993 — 1998
BSc
Northern Trust September 1999 - Present
New Boston Systems April 1998 - September 1999
Newell Enterprises Ltd. January 1997 - December 1997
Alberta Power Ltd. 1996 - 1996
Syncrude Canada Ltd. 1992 - 1995
Skills
Asset Allocation, Investments, Tax Reporting, Trusts, Asset Management, Wealth Management, Customer Relations, Asset Managment, Structured Products, Securities, Investment Management, Investment Advisory, Financial Services, Banking, Financial Analysis, Customer Service, Fixed Income, Alternative Investments, Mutual Funds, Hedge Funds, Portfolio Management, Finance
Education
Certified Financial Planner 2009 — 2012
CFP
Northwestern University - Kellogg School of Management 2003 — 2006
MBA
University of Alberta 1993 — 1998
BSc
Logan MacKethan Logan MacKethan's Northern Trust Experience 1995 - 1997
Job Owner, Logan Collections
Industry Fine Art
Experience
Logan Collections 2013 - Present
Sallie Mae 1998 - 2001
Northern Trust 1995 - 1997
Bonhams & Butterfields 1991 - 1995
First American Bank, NA 1989 - 1991
Skills
Direct Sales, Event Planning, Client Development, Public Relations, Strategic Planning, Public Speaking, Social Media, Start-ups, Consulting, Marketing Communications, Integrated Marketing, Social Media Marketing, Executive Coaching, Real Estate, Advertising, Digital Marketing, Copywriting, Online Advertising
Education
Northwestern University 1985 — 1989
BA, Art History, specializing in contemporary art
Logan Collections 2013 - Present
Sallie Mae 1998 - 2001
Northern Trust 1995 - 1997
Bonhams & Butterfields 1991 - 1995
First American Bank, NA 1989 - 1991
Skills
Direct Sales, Event Planning, Client Development, Public Relations, Strategic Planning, Public Speaking, Social Media, Start-ups, Consulting, Marketing Communications, Integrated Marketing, Social Media Marketing, Executive Coaching, Real Estate, Advertising, Digital Marketing, Copywriting, Online Advertising
Education
Northwestern University 1985 — 1989
BA, Art History, specializing in contemporary art
Alison Urbina Alison Urbina's Northern Trust Experience December 1999 - 2012
Job financial services professional
Industry Banking
Experience
BankIowa January 2013 - Present
Northern Trust December 1999 - 2012
Federal Reserve Bank of Chicago 1997 - 1999
Education
Northwestern University
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
BankIowa January 2013 - Present
Northern Trust December 1999 - 2012
Federal Reserve Bank of Chicago 1997 - 1999
Education
Northwestern University
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
Miriam Troostwijk Miriam Troostwijk's Northern Trust Experience May 2011 - July 2011
Job Solutions Consultant at Medallia
Industry Management Consulting
Experience
Medallia October 2015 - Present
PwC Consulting August 2012 - Present
Northern Trust May 2011 - July 2011
J.P. Morgan March 2011 - May 2011
CNN June 2010 - July 2010
Shell July 2009 - August 2009
Education
Northwestern University 2008 — 2012
International School of Beijing 2004 — 2008
Medallia October 2015 - Present
PwC Consulting August 2012 - Present
Northern Trust May 2011 - July 2011
J.P. Morgan March 2011 - May 2011
CNN June 2010 - July 2010
Shell July 2009 - August 2009
Education
Northwestern University 2008 — 2012
International School of Beijing 2004 — 2008
Michelle Froeschle Michelle Froeschle's Northern Trust Experience July 2001 - January 2007
Job Portfolio Manager Private Wealth Management
Industry Investment Management
Experience
PNC Wealth Management October 2012 - Present
US Trust, Bank of America January 2007 - June 2012
Northern Trust July 2001 - January 2007
Susquehanna International Group June 2000 - September 2000
Goldman Sachs March 2000 - June 2000
First USA - Bank One June 1999 - September 1999
Skills
Investment Management, Investment Strategies, Investment Advisory, Equity Research, Fixed Income, Cash Flow Forecasting, Relationship Management, Asset Allocation, Manager Selection, Bloomberg, Reuters, Alternative Investments, Written & Oral..., Financial Markets, Financial Analysis, Economics, Political Science, Macroeconomics, Portfolio Management, Asset Management
Education
Northwestern University - Kellogg School of Management 2006 — 2009
MBA, Finance, Management & Strategy
Northwestern University 2005 — 2005
ABA Trust School
Northwestern University 1997 — 2001
Bachelor of Arts, Economics, Political Science
St. Viator High School 1993 — 1997
PNC Wealth Management October 2012 - Present
US Trust, Bank of America January 2007 - June 2012
Northern Trust July 2001 - January 2007
Susquehanna International Group June 2000 - September 2000
Goldman Sachs March 2000 - June 2000
First USA - Bank One June 1999 - September 1999
Skills
Investment Management, Investment Strategies, Investment Advisory, Equity Research, Fixed Income, Cash Flow Forecasting, Relationship Management, Asset Allocation, Manager Selection, Bloomberg, Reuters, Alternative Investments, Written & Oral..., Financial Markets, Financial Analysis, Economics, Political Science, Macroeconomics, Portfolio Management, Asset Management
Education
Northwestern University - Kellogg School of Management 2006 — 2009
MBA, Finance, Management & Strategy
Northwestern University 2005 — 2005
ABA Trust School
Northwestern University 1997 — 2001
Bachelor of Arts, Economics, Political Science
St. Viator High School 1993 — 1997
Janet Yang, CFA Janet Yang, CFA's Northern Trust Experience 2007 - 2010
Job Director, MultiAssetClass Strategies
Industry Financial Services
Experience
Morningstar August 2010 - Present
Northern Trust 2007 - 2010
Aon 2002 - 2007
Skills
Asset Allocation, Investments, Mutual Funds, Fund Of Funds, Equities
Education
The University of Chicago - Booth School of Business 2007 — 2010
Master of Business Administration (MBA)
Northwestern University 1999 — 2002
Bachelor of Arts (B.A.), English and economics
Morningstar August 2010 - Present
Northern Trust 2007 - 2010
Aon 2002 - 2007
Skills
Asset Allocation, Investments, Mutual Funds, Fund Of Funds, Equities
Education
The University of Chicago - Booth School of Business 2007 — 2010
Master of Business Administration (MBA)
Northwestern University 1999 — 2002
Bachelor of Arts (B.A.), English and economics
Mychelle Peterson Mychelle Peterson's Northern Trust Experience August 2012 - Present
Job Content Transformation Marketing Manager
Industry Financial Services
Experience
Northern Trust August 2012 - Present
Northern Trust May 2011 - August 2012
Marcum LLP August 2009 - May 2011
Chicago Shakespeare Theater April 2008 - August 2009
Radio Free Chicago January 2009 - July 2009
The Scenestar Webzine November 2006 - January 2009
SMART Business Advisory and Consulting LLC October 2006 - October 2007
Rachlin Cohen & Holtz May 2004 - October 2006
TMP Worldwide 2000 - 2001
Bernard Hodes Group 1998 - 1999
Skills
Marketing, Social Media, Project Management, Marketing Communications, Social Media Marketing, Management, Email Marketing, Marketing Strategy, Strategic Planning, Event Planning, Public Relations, Event Management, Creative Direction, Project Planning, Digital Marketing, Internal Communications, Editing, Direct Marketing, Copywriting, Integrated Marketing, Media Relations, Twitter, Content Strategy, Content Management, Content Development, Content Writing, Writing, Editorial Process, Creative Strategy, Strategic Communications, Creative Writing, Business Writing, Digital Copywriting, Digital Communication..., Social Networking, Advertising, Online Marketing, Strategy
Education
Northwestern University 1994 — 1998
BS
Evans High School 1990 — 1994
Northern Trust August 2012 - Present
Northern Trust May 2011 - August 2012
Marcum LLP August 2009 - May 2011
Chicago Shakespeare Theater April 2008 - August 2009
Radio Free Chicago January 2009 - July 2009
The Scenestar Webzine November 2006 - January 2009
SMART Business Advisory and Consulting LLC October 2006 - October 2007
Rachlin Cohen & Holtz May 2004 - October 2006
TMP Worldwide 2000 - 2001
Bernard Hodes Group 1998 - 1999
Skills
Marketing, Social Media, Project Management, Marketing Communications, Social Media Marketing, Management, Email Marketing, Marketing Strategy, Strategic Planning, Event Planning, Public Relations, Event Management, Creative Direction, Project Planning, Digital Marketing, Internal Communications, Editing, Direct Marketing, Copywriting, Integrated Marketing, Media Relations, Twitter, Content Strategy, Content Management, Content Development, Content Writing, Writing, Editorial Process, Creative Strategy, Strategic Communications, Creative Writing, Business Writing, Digital Copywriting, Digital Communication..., Social Networking, Advertising, Online Marketing, Strategy
Education
Northwestern University 1994 — 1998
BS
Evans High School 1990 — 1994
Ann Farrall (Bishea) Ann Farrall (Bishea)'s Northern Trust Experience August 2011 - Present
Job Senior Investment Officer, Senior Vice President at Northern Trust
Industry Investment Management
Experience
Northern Trust August 2011 - Present
KeyCorp January 1996 - June 2011
Northern Trust October 1989 - December 1995
Northern Trust March 1986 - October 1989
Skills
Wealth Management, Portfolio Management, Investments, Management, Asset Management, Equities, Asset Allocation, CRM, Investment Management, High Net Worth..., Investment Advisory
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Finance, Marketing, and Management
University of Wisconsin-Madison 1980 — 1984
BA, Degree in Finance and Marketing
Northern Trust August 2011 - Present
KeyCorp January 1996 - June 2011
Northern Trust October 1989 - December 1995
Northern Trust March 1986 - October 1989
Skills
Wealth Management, Portfolio Management, Investments, Management, Asset Management, Equities, Asset Allocation, CRM, Investment Management, High Net Worth..., Investment Advisory
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Finance, Marketing, and Management
University of Wisconsin-Madison 1980 — 1984
BA, Degree in Finance and Marketing
Juliana Singleton's Northern Trust Experience July 2013 - Present
Job Associate Accountant, Financial Reporting, C&IS GFSNA TA Partnership Services Department at Northern Trust
Industry Financial Services
Experience
Northern Trust July 2013 - Present
Legends of Basketball June 2012 - December 2012
ACE Technical Charter High School March 2012 - June 2012
Delaware North Companies September 2010 - December 2011
PineBridge Investments June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Calculator, Self-starter, Communication, Event Planning, Public Speaking, Strategy, Microsoft Word, Public Relations, Data Analysis
Education
Northwestern University 2009 — 2013
B.S., Learning and Organizational Change; Economics minor
Northern Trust July 2013 - Present
Legends of Basketball June 2012 - December 2012
ACE Technical Charter High School March 2012 - June 2012
Delaware North Companies September 2010 - December 2011
PineBridge Investments June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Calculator, Self-starter, Communication, Event Planning, Public Speaking, Strategy, Microsoft Word, Public Relations, Data Analysis
Education
Northwestern University 2009 — 2013
B.S., Learning and Organizational Change; Economics minor
Marty Cohan Marty Cohan's Northern Trust Experience March 2012 - December 2014
Job Business Manager, Global Fund Services North America at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation December 2014 - Present
Northern Trust March 2012 - December 2014
Northern Trust April 2007 - March 2012
Northern Trust January 2006 - April 2007
Northern Trust January 2002 - January 2006
Northern Trust April 1999 - January 2002
Northern Trust November 1998 - April 1999
John Hancock Life Insurance Company (U.S.A.) July 1996 - November 1998
Skills
Fund Administration, Transfer Agency, Funding, Mutual Funds, Financial Services, Business Process..., Asset Management, Leadership, Finance, Management, Fixed Income, Hedge Funds, Portfolio Management
Education
Northwestern University 1992 — 1996
BA, Economics, MMSS
Northern Trust Corporation December 2014 - Present
Northern Trust March 2012 - December 2014
Northern Trust April 2007 - March 2012
Northern Trust January 2006 - April 2007
Northern Trust January 2002 - January 2006
Northern Trust April 1999 - January 2002
Northern Trust November 1998 - April 1999
John Hancock Life Insurance Company (U.S.A.) July 1996 - November 1998
Skills
Fund Administration, Transfer Agency, Funding, Mutual Funds, Financial Services, Business Process..., Asset Management, Leadership, Finance, Management, Fixed Income, Hedge Funds, Portfolio Management
Education
Northwestern University 1992 — 1996
BA, Economics, MMSS
Michelle Marion Michelle Marion's Northern Trust Experience July 1992 - May 1996
Job Owner at The Fine Porcupine
Industry Retail
Experience
The Fine Porcupine August 2014 - Present
The Good Work Gurus May 2014 - Present
Yellowstone Wildlife Sanctuary January 2012 - March 2014
John G. Shedd Aquarium 2000 - December 2012
All About Homes April 2003 - December 2011
WMS Gaming March 2003 - May 2003
Tellabs 2000 - 2002
John G. Shedd Aquarium July 1996 - April 2000
Northern Trust July 1992 - May 1996
Skills
Strategic Planning, New Business Development, Business Strategy, Online Retail, Online Marketing, Retail Sales, Retail, Entrepreneurship, Nonprofits, Leadership, Non-profits, Marketing, Facebook, Training, Grant Writing, Program Management, Public Speaking, Business Development, Mac OS, Residential Homes, Volunteer Management, Sales, Photography, Project Management, Community Outreach, First Time Home Buyers, Investment Properties, Event Planning, Budgets, Grants, Public Relations, Team Building, Fundraising
Education
Northwestern University - Kellogg School of Management 1997 — 2002
MBA, Marketing, Entrepreneurship & Innovation, Technology & E-Commerce, Management & Strategy
Northwestern University 1988 — 1992
BA, Economics
The Fine Porcupine August 2014 - Present
The Good Work Gurus May 2014 - Present
Yellowstone Wildlife Sanctuary January 2012 - March 2014
John G. Shedd Aquarium 2000 - December 2012
All About Homes April 2003 - December 2011
WMS Gaming March 2003 - May 2003
Tellabs 2000 - 2002
John G. Shedd Aquarium July 1996 - April 2000
Northern Trust July 1992 - May 1996
Skills
Strategic Planning, New Business Development, Business Strategy, Online Retail, Online Marketing, Retail Sales, Retail, Entrepreneurship, Nonprofits, Leadership, Non-profits, Marketing, Facebook, Training, Grant Writing, Program Management, Public Speaking, Business Development, Mac OS, Residential Homes, Volunteer Management, Sales, Photography, Project Management, Community Outreach, First Time Home Buyers, Investment Properties, Event Planning, Budgets, Grants, Public Relations, Team Building, Fundraising
Education
Northwestern University - Kellogg School of Management 1997 — 2002
MBA, Marketing, Entrepreneurship & Innovation, Technology & E-Commerce, Management & Strategy
Northwestern University 1988 — 1992
BA, Economics
Alice Hammer, CFA Alice Hammer, CFA's Northern Trust Experience 2002 - 2012
Job Retired
Industry Financial Services
Experience
Northern Trust 2002 - 2012
Standard & Poor's 1996 - 2000
John Nuveen & Co. 1985 - 1996
Skills
Expert Witness, Public Speaking, Nonprofits, Data Analysis, Credit, Financial Analysis, Research, Financial Modeling, Analysis
Education
University of Illinois at Chicago
Master of Business Administration (MBA), Finance & Marketing
Northwestern University
Bachelor of Arts (B.A.), Sociology
Northern Trust 2002 - 2012
Standard & Poor's 1996 - 2000
John Nuveen & Co. 1985 - 1996
Skills
Expert Witness, Public Speaking, Nonprofits, Data Analysis, Credit, Financial Analysis, Research, Financial Modeling, Analysis
Education
University of Illinois at Chicago
Master of Business Administration (MBA), Finance & Marketing
Northwestern University
Bachelor of Arts (B.A.), Sociology
Patrick D. Thompson, CFA, CFP® Patrick D. Thompson, CFA, CFP®'s Northern Trust Experience July 2000 - June 2006
Job Financial Advisor at UBS
Industry Investment Management
Experience
UBS Financial Services March 2008 - Present
Winona Capital Management September 2006 - January 2008
Northern Trust July 2000 - June 2006
Lake Forest Capital Management June 1999 - August 1999
Hartline Investment Corporation June 1998 - August 1998
Morgan Stanley June 1997 - August 1997
Education
Northwestern University - Kellogg School of Management 2003 — 2006
MBA, Finance, Management & Strategy, Management & Organization
Northwestern University 1996 — 2000
BA, Economics
UBS Financial Services March 2008 - Present
Winona Capital Management September 2006 - January 2008
Northern Trust July 2000 - June 2006
Lake Forest Capital Management June 1999 - August 1999
Hartline Investment Corporation June 1998 - August 1998
Morgan Stanley June 1997 - August 1997
Education
Northwestern University - Kellogg School of Management 2003 — 2006
MBA, Finance, Management & Strategy, Management & Organization
Northwestern University 1996 — 2000
BA, Economics
Sally Hart Sally Hart's Northern Trust Experience 2002 - 2006
Job Principal Technology Consulting
Industry Information Technology and Services
Experience
CSG Government Solutions April 2012 - Present
SunGard 2009 - March 2012
SunGard Data Systems 2007 - 2008
SunGard Transaction Network 2006 - 2008
Northern Trust 2002 - 2006
Skills
Product Management, Business Analysis, Project Management, Process Improvement, Management, Strategy, Business Process..., Software Development, Financial Services, IT Strategy, Vendor Management, Strategic Partnerships, Enterprise Software, Professional Services, Business Intelligence, SDLC, SaaS, Business Development, Program Management, Cloud Computing, Integration
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MBA, Finance, Marketing
Northwestern University 1978 — 1982
BA, History, English
CSG Government Solutions April 2012 - Present
SunGard 2009 - March 2012
SunGard Data Systems 2007 - 2008
SunGard Transaction Network 2006 - 2008
Northern Trust 2002 - 2006
Skills
Product Management, Business Analysis, Project Management, Process Improvement, Management, Strategy, Business Process..., Software Development, Financial Services, IT Strategy, Vendor Management, Strategic Partnerships, Enterprise Software, Professional Services, Business Intelligence, SDLC, SaaS, Business Development, Program Management, Cloud Computing, Integration
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MBA, Finance, Marketing
Northwestern University 1978 — 1982
BA, History, English
Patrick Hurless Patrick Hurless's Northern Trust Experience November 1992 - September 1996
Job Global Macro Strategies at William Blair & Company
Industry Investment Management
Experience
William Blair & Company March 2014 - Present
UBS Global Asset Management December 2002 - February 2014
UBS Global Asset Management December 1999 - December 2002
Brinson Partners September 1996 - December 1999
Northern Trust November 1992 - September 1996
Education
Northwestern University - Kellogg School of Management 2001 — 2006
MBA, Finance, Decision Science, Analytical Consulting
University of Illinois at Chicago 1986 — 1991
BS, Economics
Lane Technical High School
William Blair & Company March 2014 - Present
UBS Global Asset Management December 2002 - February 2014
UBS Global Asset Management December 1999 - December 2002
Brinson Partners September 1996 - December 1999
Northern Trust November 1992 - September 1996
Education
Northwestern University - Kellogg School of Management 2001 — 2006
MBA, Finance, Decision Science, Analytical Consulting
University of Illinois at Chicago 1986 — 1991
BS, Economics
Lane Technical High School
Erik Maurer Erik Maurer's Northern Trust Experience July 1993 - July 1996
Job Principal at Prospect Partners, LLC
Industry Venture Capital & Private Equity
Experience
Prospect Partners, LLC August 1998 - Present
Prospect Partners August 1998 - January 2001
Northern Trust July 1993 - July 1996
Skills
Financial Analysis, Business Advising, Strategic Negotiations, Acquisitions, Private Equity, Mergers, Buyouts, Valuation, Corporate Finance, Recapitalizations, Financial Modeling, Corporate Development, M&A experience, Deal Sourcing, Middle Market, Divestitures, Mergers & Acquisitions, Capital, Business Valuation, Investments, LBO, Due Diligence, Venture Capital
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Finance & Accounting
Stanford University 1989 — 1993
BA, History
Loyola Academy 1985 — 1989
Prospect Partners, LLC August 1998 - Present
Prospect Partners August 1998 - January 2001
Northern Trust July 1993 - July 1996
Skills
Financial Analysis, Business Advising, Strategic Negotiations, Acquisitions, Private Equity, Mergers, Buyouts, Valuation, Corporate Finance, Recapitalizations, Financial Modeling, Corporate Development, M&A experience, Deal Sourcing, Middle Market, Divestitures, Mergers & Acquisitions, Capital, Business Valuation, Investments, LBO, Due Diligence, Venture Capital
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Finance & Accounting
Stanford University 1989 — 1993
BA, History
Loyola Academy 1985 — 1989
Deborah Early, M.A. MBA Deborah Early, M.A. MBA's Northern Trust Experience June 1987 - July 1988
Job Senior Learning Consultant
Industry Professional Training & Coaching
Experience
Bank of America October 2014 - June 2015
Bank of America November 2011 - August 2014
CoreLeader September 2009 - June 2011
Wells Fargo March 2010 - March 2011
Wachovia, A Wells Fargo Company October 2005 - June 2009
Wachovia Bank January 2001 - January 2005
First Union May 1994 - January 2005
Northern Trust June 1987 - July 1988
Skills
Creative Problem Solving, Strategic Thinking, Leading Change, Leadership Development, Executive Coaching, Change Management, Organizational..., Leadership, Talent Management, Business Transformation, Coaching, Conflict Resolution, Project Management, Human Resources, Workshop Facilitation, Management, Training, Succession Planning, Performance Improvement, Thought Leadership, 360 Feedback, Consulting, Product Development, Training Delivery, Employee Training, Organizational..., Strategy
Education
Fielding Graduate University
M.A., Organizational Management and Development
Northwestern University - Kellogg School of Management
MBA, Marketing and Finance
University of Michigan
B.A., cum laude, Economics
Bank of America October 2014 - June 2015
Bank of America November 2011 - August 2014
CoreLeader September 2009 - June 2011
Wells Fargo March 2010 - March 2011
Wachovia, A Wells Fargo Company October 2005 - June 2009
Wachovia Bank January 2001 - January 2005
First Union May 1994 - January 2005
Northern Trust June 1987 - July 1988
Skills
Creative Problem Solving, Strategic Thinking, Leading Change, Leadership Development, Executive Coaching, Change Management, Organizational..., Leadership, Talent Management, Business Transformation, Coaching, Conflict Resolution, Project Management, Human Resources, Workshop Facilitation, Management, Training, Succession Planning, Performance Improvement, Thought Leadership, 360 Feedback, Consulting, Product Development, Training Delivery, Employee Training, Organizational..., Strategy
Education
Fielding Graduate University
M.A., Organizational Management and Development
Northwestern University - Kellogg School of Management
MBA, Marketing and Finance
University of Michigan
B.A., cum laude, Economics
Mark C. Freeman - 847-971-4500 Mark C. Freeman - 847-971-4500's Northern Trust Experience April 2012 - December 2013
Job Project Manager, Business Analyst and Developer
Industry Financial Services
Experience
Enova March 2015 - June 2015
US Foods January 2015 - March 2015
Northern Trust Wealth Management September 2014 - November 2014
CME Group January 2014 - March 2014
Northern Trust April 2012 - December 2013
Reed Business Information - BankersAccuity January 2012 - March 2012
Discover Financial Services December 2011 - January 2012
Northern Trust May 2011 - September 2011
CNA Insurance August 2010 - May 2011
Walgreens May 2009 - August 2010
Skills
Financial Analysis, Business Modeling, Business Analysis, Data Warehousing, Risk Management, Process Improvement, Business Intelligence, Program Management, SDLC, Data Analysis, SQL, Portfolio Management, Requirements Gathering, Requirements Analysis, Customer Relations, Vendor Management, Integration, Project Planning, Strategic Planning, Analysis, Analytics, Management Consulting, Excel, Data Modeling, Team Leadership, VBA, Business Strategy, Application Development, Software Project..., Investor Relations, New Business Development, Sales Management, Product Management, Patents, Business Formation, Trading Systems, E-commerce, Outsourcing, SharePoint, ERP, Microsoft Excel
Education
Northwestern University - Kellogg School of Management 1982 — 1984
Masters in Management, Finance, Marketing, IT
University of Michigan 1977 — 1979
BGS, Finance, Business Law, IT
Wesleyan University 1974 — 1976
Lt. American Studies
Phillips Exeter Academy 1970 — 1974
Enova March 2015 - June 2015
US Foods January 2015 - March 2015
Northern Trust Wealth Management September 2014 - November 2014
CME Group January 2014 - March 2014
Northern Trust April 2012 - December 2013
Reed Business Information - BankersAccuity January 2012 - March 2012
Discover Financial Services December 2011 - January 2012
Northern Trust May 2011 - September 2011
CNA Insurance August 2010 - May 2011
Walgreens May 2009 - August 2010
Skills
Financial Analysis, Business Modeling, Business Analysis, Data Warehousing, Risk Management, Process Improvement, Business Intelligence, Program Management, SDLC, Data Analysis, SQL, Portfolio Management, Requirements Gathering, Requirements Analysis, Customer Relations, Vendor Management, Integration, Project Planning, Strategic Planning, Analysis, Analytics, Management Consulting, Excel, Data Modeling, Team Leadership, VBA, Business Strategy, Application Development, Software Project..., Investor Relations, New Business Development, Sales Management, Product Management, Patents, Business Formation, Trading Systems, E-commerce, Outsourcing, SharePoint, ERP, Microsoft Excel
Education
Northwestern University - Kellogg School of Management 1982 — 1984
Masters in Management, Finance, Marketing, IT
University of Michigan 1977 — 1979
BGS, Finance, Business Law, IT
Wesleyan University 1974 — 1976
Lt. American Studies
Phillips Exeter Academy 1970 — 1974
Brian Pope Brian Pope's Northern Trust Experience January 1991 - June 1993
Job Chief Marketing Officer at SmartThings
Industry Consumer Electronics
Experience
SmartThings May 2015 - Present
Virgin Galactic May 2014 - April 2015
Planet Fitness Headquarters (Newington, NH) April 2014 - September 2014
Neuro Brands LLC. (Drink Neuro) March 2013 - April 2014
popchips April 2010 - March 2013
Virgin Charter July 2007 - November 2009
IMG October 2005 - June 2007
Universal Studios Hollywood July 1997 - September 2005
Taco Bell September 1994 - July 1997
Northern Trust January 1991 - June 1993
Skills
Product Placement, Marketing Strategy, Brand Management, Product Marketing, Social Media, Integrated Marketing, Social Media Marketing, Email Marketing, E-commerce, Advertising, Marketing, Online Advertising, CRM, Mobile Marketing, Brand Development, Market Research, Product Management, Strategy, Online Marketing, Leadership, SEM, Digital Marketing, Strategic Partnerships, Entertainment, Product Development, Sales, Brand Awareness, Customer Insight, Marketing Research, Retail, Direct Mail, Market Planning, SEO, Customer Acquisition, Marketing Communications, Management, Product Launch, Cross-functional Team..., Creative Campaign...
Education
Northwestern University - Kellogg School of Management 1993 — 1994
MBA
University of Pennsylvania - The Wharton School 1985 — 1989
BSE
SmartThings May 2015 - Present
Virgin Galactic May 2014 - April 2015
Planet Fitness Headquarters (Newington, NH) April 2014 - September 2014
Neuro Brands LLC. (Drink Neuro) March 2013 - April 2014
popchips April 2010 - March 2013
Virgin Charter July 2007 - November 2009
IMG October 2005 - June 2007
Universal Studios Hollywood July 1997 - September 2005
Taco Bell September 1994 - July 1997
Northern Trust January 1991 - June 1993
Skills
Product Placement, Marketing Strategy, Brand Management, Product Marketing, Social Media, Integrated Marketing, Social Media Marketing, Email Marketing, E-commerce, Advertising, Marketing, Online Advertising, CRM, Mobile Marketing, Brand Development, Market Research, Product Management, Strategy, Online Marketing, Leadership, SEM, Digital Marketing, Strategic Partnerships, Entertainment, Product Development, Sales, Brand Awareness, Customer Insight, Marketing Research, Retail, Direct Mail, Market Planning, SEO, Customer Acquisition, Marketing Communications, Management, Product Launch, Cross-functional Team..., Creative Campaign...
Education
Northwestern University - Kellogg School of Management 1993 — 1994
MBA
University of Pennsylvania - The Wharton School 1985 — 1989
BSE
Kerrie Milhizer Kerrie Milhizer's Northern Trust Experience August 2008 - September 2008
Job Project Coordinator & New Business Development LUNAR, Chicago
Industry Design
Experience
LUNAR January 2014 - Present
LUNAR Design January 2013 - January 2014
Kerrie Comilla Co. August 2007 - January 2014
CDW May 2012 - January 2013
JPMorgan Chase November 2008 - April 2010
Northern Trust August 2008 - September 2008
Stone & Simons Advertising April 2007 - September 2007
Clear Channel Radio March 2007 - September 2007
Clear Channel Radio October 2006 - April 2007
Skills
Marketing Strategy, Sales, Marketing, Facebook, Leadership, Marketing Communications, Management, Advertising, Strategy, Competitive Analysis, Project Management, Public Relations, Sales Operations, Team Leadership, Social Networking
Education
Northwestern University School of Continuing Studies 2014 — 2014
Project Management
Oakland University 2004 — 2007
Bachelor of Arts, Communication; Psychology, GPA 3.7 / 4.0
LUNAR January 2014 - Present
LUNAR Design January 2013 - January 2014
Kerrie Comilla Co. August 2007 - January 2014
CDW May 2012 - January 2013
JPMorgan Chase November 2008 - April 2010
Northern Trust August 2008 - September 2008
Stone & Simons Advertising April 2007 - September 2007
Clear Channel Radio March 2007 - September 2007
Clear Channel Radio October 2006 - April 2007
Skills
Marketing Strategy, Sales, Marketing, Facebook, Leadership, Marketing Communications, Management, Advertising, Strategy, Competitive Analysis, Project Management, Public Relations, Sales Operations, Team Leadership, Social Networking
Education
Northwestern University School of Continuing Studies 2014 — 2014
Project Management
Oakland University 2004 — 2007
Bachelor of Arts, Communication; Psychology, GPA 3.7 / 4.0
Andrea Ford Andrea Ford's Northern Trust Experience July 1992 - October 2007
Job Managing Director at Kellogg School of Management
Industry Higher Education
Experience
Kellogg School of Management September 2015 - Present
Kellogg School of Management June 2013 - August 2015
OnPoint Strategy, LLC April 2012 - June 2013
Community Volunteer October 2007 - April 2012
Northern Trust July 1992 - October 2007
Skills
Project Management, Business Analysis, Business Strategy, Business Process..., Board Governance, Change Management, Management Consulting, Program Management, Strategic Partnerships, Non-profit..., Budgets, Nonprofits, SDLC, Strategic Negotiations, Strategic Planning, Strategy, Training, Governance, Business Process, Management
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Executive Education Certificate, Nonprofit Management
Northwestern University 1988 — 1992
Bachelor of Music, Arts Management
Kellogg School of Management September 2015 - Present
Kellogg School of Management June 2013 - August 2015
OnPoint Strategy, LLC April 2012 - June 2013
Community Volunteer October 2007 - April 2012
Northern Trust July 1992 - October 2007
Skills
Project Management, Business Analysis, Business Strategy, Business Process..., Board Governance, Change Management, Management Consulting, Program Management, Strategic Partnerships, Non-profit..., Budgets, Nonprofits, SDLC, Strategic Negotiations, Strategic Planning, Strategy, Training, Governance, Business Process, Management
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Executive Education Certificate, Nonprofit Management
Northwestern University 1988 — 1992
Bachelor of Music, Arts Management
Kathryn Koh-Gigante Kathryn Koh-Gigante's Northern Trust Experience August 1988 - June 1992
Job Sr. Implementation Consultant at Enrollment Rx LLC
Industry Education Management
Experience
Enrollment Rx LLC October 2012 - Present
Kellogg School of Management July 1996 - September 2012
Tetra Pak February 1994 - June 1995
AEON September 1992 - August 1993
Northern Trust August 1988 - June 1992
Skills
Consulting, Project Management, Teamwork, Client Relations, CRM, Operations Management, Supervisory Management, Process Improvement, Strategic Thinking, New Product Ideas, Public Speaking, Training & Development, Admissions, Business Analysis, Change Management, Recruiting, Interviewing Skills, Higher Education, Data Analysis, Financial Institutions, Commercial Banking, Cash Management
Education
Northwestern University 1995 — 1997
Master of Science (MS), Higher Education Administration and Policy
University of Michigan 1984 — 1988
Bachelor of Arts (BA), Economics
Enrollment Rx LLC October 2012 - Present
Kellogg School of Management July 1996 - September 2012
Tetra Pak February 1994 - June 1995
AEON September 1992 - August 1993
Northern Trust August 1988 - June 1992
Skills
Consulting, Project Management, Teamwork, Client Relations, CRM, Operations Management, Supervisory Management, Process Improvement, Strategic Thinking, New Product Ideas, Public Speaking, Training & Development, Admissions, Business Analysis, Change Management, Recruiting, Interviewing Skills, Higher Education, Data Analysis, Financial Institutions, Commercial Banking, Cash Management
Education
Northwestern University 1995 — 1997
Master of Science (MS), Higher Education Administration and Policy
University of Michigan 1984 — 1988
Bachelor of Arts (BA), Economics
Devlin Brannon's Northern Trust Experience June 2011 - August 2011
Job Fixed Income Sales & Trading
Industry Financial Services
Experience
J.P. Morgan August 2013 - Present
J.P. Morgan June 2012 - August 2012
Northern Trust June 2011 - August 2011
Skills
Financial Modeling
Education
Northwestern University 2009 — 2013
Bachelor of Arts (BA), Economics
The University of Edinburgh 2011 — 2011
Economics
J.P. Morgan August 2013 - Present
J.P. Morgan June 2012 - August 2012
Northern Trust June 2011 - August 2011
Skills
Financial Modeling
Education
Northwestern University 2009 — 2013
Bachelor of Arts (BA), Economics
The University of Edinburgh 2011 — 2011
Economics
Katharine Patterson Katharine Patterson's Northern Trust Experience March 2011 - August 2014
Job Law Student at George Washington University
Industry Financial Services
Experience
KKR May 2015 - July 2015
Northern Trust March 2011 - August 2014
Education
The George Washington University Law School 2014 — 2017
Juris Doctor (J.D.)
Northwestern University 2006 — 2010
BA, Economics and History
KKR May 2015 - July 2015
Northern Trust March 2011 - August 2014
Education
The George Washington University Law School 2014 — 2017
Juris Doctor (J.D.)
Northwestern University 2006 — 2010
BA, Economics and History
Greg Fedorinchik Greg Fedorinchik's Northern Trust Experience November 1993 - May 1995
Job Sr. Managing Director, Head of Client Portfolio Management at Mesirow Advanced Strategies
Industry Investment Management
Experience
Mesirow Advanced Strategies April 2015 - Present
Mesirow Advanced Strategies June 2008 - Present
Brinson Partners (UBS Global Asset Management) May 1995 - May 2008
Northern Trust November 1993 - May 1995
Skills
Hedge Funds, Portfolio Management, Investments, Alternative Investments, Asset Allocation, Strategy, Institutional..., Risk Management, Mutual Funds, Equities, Fixed Income, Derivatives, Investment Strategies, Management, Asset Management, Bonds, Morningstar, Private Equity, Product Development, Asset Managment, Investment Management, Financial Risk, Fund Of Funds, Series 7, Series 63, Series 24
Education
Northwestern University - Kellogg School of Management 1998 — 2001
MBA, Finance, Decision Sciences
University of Michigan 1989 — 1993
BA, Economics, English
Mesirow Advanced Strategies April 2015 - Present
Mesirow Advanced Strategies June 2008 - Present
Brinson Partners (UBS Global Asset Management) May 1995 - May 2008
Northern Trust November 1993 - May 1995
Skills
Hedge Funds, Portfolio Management, Investments, Alternative Investments, Asset Allocation, Strategy, Institutional..., Risk Management, Mutual Funds, Equities, Fixed Income, Derivatives, Investment Strategies, Management, Asset Management, Bonds, Morningstar, Private Equity, Product Development, Asset Managment, Investment Management, Financial Risk, Fund Of Funds, Series 7, Series 63, Series 24
Education
Northwestern University - Kellogg School of Management 1998 — 2001
MBA, Finance, Decision Sciences
University of Michigan 1989 — 1993
BA, Economics, English
Kelsey Dimond Kelsey Dimond's Northern Trust Experience October 2013 - June 2015
Job Massachusetts Promise Fellow with Americorps
Industry Nonprofit Organization Management
Experience
MathPOWER June 2015 - Present
Northern Trust Corporation October 2014 - June 2015
Northern Trust October 2013 - June 2015
Common Threads January 2013 - August 2013
SCNO 2009 - 2012
Center for International Human Rights, Northwestern University School of Law June 2011 - August 2011
Skills
Research, Grant Writing, scheduling, Presenting to Clients, Data Analysis
Education
Northwestern University 2008 — 2012
Bachelor's degree, Economics/International Studies
University College London, U. of London 2011 — 2011
Institut d'Etudes politiques de Paris 2010 — 2010
MathPOWER June 2015 - Present
Northern Trust Corporation October 2014 - June 2015
Northern Trust October 2013 - June 2015
Common Threads January 2013 - August 2013
SCNO 2009 - 2012
Center for International Human Rights, Northwestern University School of Law June 2011 - August 2011
Skills
Research, Grant Writing, scheduling, Presenting to Clients, Data Analysis
Education
Northwestern University 2008 — 2012
Bachelor's degree, Economics/International Studies
University College London, U. of London 2011 — 2011
Institut d'Etudes politiques de Paris 2010 — 2010
C'Anne Faumere's Northern Trust Experience 1996 - 2000
Job Owner, Encore Elder Assistance
Industry Financial Services
Experience
Encore Elder Assistance 2007 - Present
Central Bank of Denver 1991 - 2012
The Great DownStairs, Inc. 2005 - 2010
Colorado State Bank and Trust 2003 - 2006
PMA Real Estate 2001 - 2002
Northern Trust 1996 - 2000
Skills
Trust Services, Seniors, Estate Planning, Banking, Wealth Management, First Time Home Buyers, Medicare, Long-term Care, Sales, Retirement Planning, Investments, Investment Properties, Insurance
Education
Northwestern University 1998 — 2000
N/A, Trust and Estate
PSI Seminars
Personal/Professional Growth
University of Wisconsin-Oshkosh
Psychology
Encore Elder Assistance 2007 - Present
Central Bank of Denver 1991 - 2012
The Great DownStairs, Inc. 2005 - 2010
Colorado State Bank and Trust 2003 - 2006
PMA Real Estate 2001 - 2002
Northern Trust 1996 - 2000
Skills
Trust Services, Seniors, Estate Planning, Banking, Wealth Management, First Time Home Buyers, Medicare, Long-term Care, Sales, Retirement Planning, Investments, Investment Properties, Insurance
Education
Northwestern University 1998 — 2000
N/A, Trust and Estate
PSI Seminars
Personal/Professional Growth
University of Wisconsin-Oshkosh
Psychology
Brian Tam, CFA's Northern Trust Experience January 2010 - Present
Job Vice President, Hedge Fund Research at Northern Trust
Industry Financial Services
Experience
Northern Trust January 2010 - Present
Northern Trust July 2008 - December 2009
ZS Associates October 2007 - June 2008
Skills
Hedge Funds, Alternative Investments, Equity Research, Event Driven, Distressed Debt, Special Situations, Long/Short Equity, Healthcare, Fixed Income, Equities, Real Estate, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Investment Management, Portfolio Management
Education
Northwestern University 2004 — 2008
Bachelor's degree, Economics, Mathematics
Irvine High School 2000 — 2004
Northern Trust January 2010 - Present
Northern Trust July 2008 - December 2009
ZS Associates October 2007 - June 2008
Skills
Hedge Funds, Alternative Investments, Equity Research, Event Driven, Distressed Debt, Special Situations, Long/Short Equity, Healthcare, Fixed Income, Equities, Real Estate, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Investment Management, Portfolio Management
Education
Northwestern University 2004 — 2008
Bachelor's degree, Economics, Mathematics
Irvine High School 2000 — 2004
Jennifer McGuffin's Northern Trust Experience 1990 - 1993
Job Vice President, Director of Corporate Communications at Calamos Investments
Industry Financial Services
Experience
Calamos Investments 2010 - Present
Naperville Magazine 2008 - 2010
North Central College 2006 - 2010
North Central College 2007 - 2007
Fox News - Chicago 1993 - 2006
NBC Network 2005 - 2005
Northern Trust 1990 - 1993
Skills
Blogging, Advertising, Communication Training, Copy Editing, Copywriting, Corporate Communications, Digital Marketing, Digital Strategy, Direct Marketing, Editing, Email Marketing, English, Event Management, Event Planning, Equities, Financial Services, Integrated Marketing, Investments, Investor Relations, Leadership, Journalism, Marketing, Market Research, Marketing Communications, Media Relations, Mutual Funds, Marketing Strategy, Online Advertising, Press Releases, Public Relations, Public Speaking, Social Media, Strategic Communications, Writing, Online Marketing, Portfolio Management, Project Management, Research, Relationship Management, SEO, Strategic Planning, Strategy
Education
Northwestern University
Master of Science, Journalism
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Business Administration and Marketing
Calamos Investments 2010 - Present
Naperville Magazine 2008 - 2010
North Central College 2006 - 2010
North Central College 2007 - 2007
Fox News - Chicago 1993 - 2006
NBC Network 2005 - 2005
Northern Trust 1990 - 1993
Skills
Blogging, Advertising, Communication Training, Copy Editing, Copywriting, Corporate Communications, Digital Marketing, Digital Strategy, Direct Marketing, Editing, Email Marketing, English, Event Management, Event Planning, Equities, Financial Services, Integrated Marketing, Investments, Investor Relations, Leadership, Journalism, Marketing, Market Research, Marketing Communications, Media Relations, Mutual Funds, Marketing Strategy, Online Advertising, Press Releases, Public Relations, Public Speaking, Social Media, Strategic Communications, Writing, Online Marketing, Portfolio Management, Project Management, Research, Relationship Management, SEO, Strategic Planning, Strategy
Education
Northwestern University
Master of Science, Journalism
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Business Administration and Marketing
Karen Czys Karen Czys's Northern Trust Experience September 2011 - April 2014
Job Financial Analyst at ExxonMobil
Industry Oil & Energy
Experience
ExxonMobil July 2014 - Present
Northern Trust September 2011 - April 2014
Northern Trust July 2009 - September 2011
Northern Trust July 2008 - July 2009
Skills
Financial Analysis, Credit Analysis, Commercial Lending, Commercial Banking, Credit Risk, Portfolio Management, Credit, Financial Modeling, Financial Reporting, Investments, Capital Markets, Asset Management, Equities, Derivatives
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration (MBA), Finance, Economics
Northwestern University 2004 — 2008
BA, Economics
London School of Economics and Political Science 2006 — 2007
General Course, Economics
ExxonMobil July 2014 - Present
Northern Trust September 2011 - April 2014
Northern Trust July 2009 - September 2011
Northern Trust July 2008 - July 2009
Skills
Financial Analysis, Credit Analysis, Commercial Lending, Commercial Banking, Credit Risk, Portfolio Management, Credit, Financial Modeling, Financial Reporting, Investments, Capital Markets, Asset Management, Equities, Derivatives
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration (MBA), Finance, Economics
Northwestern University 2004 — 2008
BA, Economics
London School of Economics and Political Science 2006 — 2007
General Course, Economics
Tracy Baron's Northern Trust Experience 2002 - 2004
Job Investment Relationship Manager, Senior Vice President
Industry Investment Management
Experience
Northern Trust Global Investments 2004 - 2013
Northern Trust 2002 - 2004
Northern Trust 1999 - 2002
Education
Northwestern University - Kellogg School of Management 2005 — 2008
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
Bachelor of Science (BS)
Northern Trust Global Investments 2004 - 2013
Northern Trust 2002 - 2004
Northern Trust 1999 - 2002
Education
Northwestern University - Kellogg School of Management 2005 — 2008
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
Bachelor of Science (BS)
Tony Wilkins, CFA Tony Wilkins, CFA's Northern Trust Experience June 2009 - October 2011
Job Managing Director at BNY Mellon
Industry Investment Management
Experience
BNY Mellon January 2013 - Present
Northern Trust Global Investments October 2011 - February 2012
CFA Institute 2006 - 2012
Northern Trust June 2009 - October 2011
Northern Trust April 2003 - June 2009
Northern Trust Global Investments February 1997 - April 2003
Weiss Peck & Greer January 1993 - April 1996
Stein Roe & Farnham July 1986 - December 1992
Skills
Investments, Endowments, Institutional, Institutional Investors, Pensions, Consultants, Asset Management, Investment Consultants, Board Leadership, Angel Investing, Institutional Asset..., Asset Managment, Entrepreneurship, Institutional..., Securities, Bloomberg, Hedge Funds, Defined Contribution, Pension Funds, Investment Management, Mergers & Acquisitions, Financial Modeling, Emerging Markets, Leadership, Due Diligence, Valuation, Bonds, Investor Relations, Series 63, Equities, Series 7, Fixed Income, Investment Strategies, Financial Markets, Trading, Financial Risk, Finance, Alternative Investments, Options, Portfolio Management, Capital Markets, Investment Advisory, Mutual Funds, Risk Management, Strategy, Private Equity, Wealth Management, Wealth Management..., Asset Allocation, High Net Worth...
Education
The University of Chicago - Booth School of Business 1983 — 1986
MBA, Finance and Behavioral Science
Northwestern University 1975 — 1979
BSEE, Microelectronics
BNY Mellon January 2013 - Present
Northern Trust Global Investments October 2011 - February 2012
CFA Institute 2006 - 2012
Northern Trust June 2009 - October 2011
Northern Trust April 2003 - June 2009
Northern Trust Global Investments February 1997 - April 2003
Weiss Peck & Greer January 1993 - April 1996
Stein Roe & Farnham July 1986 - December 1992
Skills
Investments, Endowments, Institutional, Institutional Investors, Pensions, Consultants, Asset Management, Investment Consultants, Board Leadership, Angel Investing, Institutional Asset..., Asset Managment, Entrepreneurship, Institutional..., Securities, Bloomberg, Hedge Funds, Defined Contribution, Pension Funds, Investment Management, Mergers & Acquisitions, Financial Modeling, Emerging Markets, Leadership, Due Diligence, Valuation, Bonds, Investor Relations, Series 63, Equities, Series 7, Fixed Income, Investment Strategies, Financial Markets, Trading, Financial Risk, Finance, Alternative Investments, Options, Portfolio Management, Capital Markets, Investment Advisory, Mutual Funds, Risk Management, Strategy, Private Equity, Wealth Management, Wealth Management..., Asset Allocation, High Net Worth...
Education
The University of Chicago - Booth School of Business 1983 — 1986
MBA, Finance and Behavioral Science
Northwestern University 1975 — 1979
BSEE, Microelectronics
Jeff Williams Jeff Williams's Northern Trust Experience July 2002 - October 2005
Job Manager, Product Operations at Apple
Industry Consumer Electronics
Experience
Apple March 2015 - Present
Apple July 2012 - March 2015
NAVTEQ September 2011 - April 2012
NAVTEQ December 2007 - August 2011
NAVTEQ November 2005 - November 2007
Northern Trust July 2002 - October 2005
Education
Northwestern University - Kellogg School of Management 2009 — 2012
MBA, Marketing, Entrepreneurship & Innovation, Management & Strategy
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor of Arts, Speech Communication
Apple March 2015 - Present
Apple July 2012 - March 2015
NAVTEQ September 2011 - April 2012
NAVTEQ December 2007 - August 2011
NAVTEQ November 2005 - November 2007
Northern Trust July 2002 - October 2005
Education
Northwestern University - Kellogg School of Management 2009 — 2012
MBA, Marketing, Entrepreneurship & Innovation, Management & Strategy
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor of Arts, Speech Communication
Debbie Hopkins Debbie Hopkins's Northern Trust Experience August 1986 - June 2002
Job Senior Financial Advisor at Kovitz Investment Group
Industry Investment Management
Experience
Kovitz Investment Group January 2011 - Present
Trinity Financial Advisors LLC September 2002 - December 2010
Northern Trust August 1986 - June 2002
Skills
Investments, Retirement Planning, Estate Planning, Wealth Management, Asset Allocation, High Net Worth..., Personal Financial..., Certified Financial...
Education
Northwestern University - Kellogg School of Management 1989 — 1991
Masters of Management, Finance and Marketing
University of Illinois at Urbana-Champaign 1982 — 1986
Bachelor of Science (B.S.), Business
Kovitz Investment Group January 2011 - Present
Trinity Financial Advisors LLC September 2002 - December 2010
Northern Trust August 1986 - June 2002
Skills
Investments, Retirement Planning, Estate Planning, Wealth Management, Asset Allocation, High Net Worth..., Personal Financial..., Certified Financial...
Education
Northwestern University - Kellogg School of Management 1989 — 1991
Masters of Management, Finance and Marketing
University of Illinois at Urbana-Champaign 1982 — 1986
Bachelor of Science (B.S.), Business
Adam McKone's Northern Trust Experience January 2006 - November 2007
Job Financial Analyst at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch December 2012 - Present
Griffith Tutoring Group January 2006 - Present
Credit Suisse October 2007 - December 2012
Northern Trust January 2006 - November 2007
Skills
Financial Modeling, Finance, Portfolio Management, Valuation, Due Diligence
Education
Northwestern University - Kellogg School of Management 2009 — 2012
Master of Business Administration (MBA)
University of Colorado Boulder 2000 — 2005
Bachelors, Accounting
Hotchkiss School 1996 — 2000
Merrill Lynch December 2012 - Present
Griffith Tutoring Group January 2006 - Present
Credit Suisse October 2007 - December 2012
Northern Trust January 2006 - November 2007
Skills
Financial Modeling, Finance, Portfolio Management, Valuation, Due Diligence
Education
Northwestern University - Kellogg School of Management 2009 — 2012
Master of Business Administration (MBA)
University of Colorado Boulder 2000 — 2005
Bachelors, Accounting
Hotchkiss School 1996 — 2000
Erin Breslin's Northern Trust Experience January 2005 - August 2007
Job Manager, Product Management at Amazon
Industry Retail
Experience
Amazon June 2015 - Present
Amazon September 2014 - May 2015
Amazon June 2013 - September 2014
Starbucks January 2013 - June 2013
Starbucks May 2012 - January 2013
Zazzle 2011 - May 2012
Zazzle October 2010 - March 2011
Morgan Stanley August 2009 - October 2010
Morgan Stanley June 2008 - August 2008
Northern Trust January 2005 - August 2007
Skills
Customization, Financial Modeling, Financial Analysis, Email Marketing, Customer Retention, Loyalty Marketing, Open Innovation, Brand Partnerships, Strategic Partnerships, Market Analysis, Industry Research, Brand Management, E-commerce, Investment Banking, Competitive Analysis, Valuation, Corporate Finance, Omniture, Product Development, Strategy, Start-ups, Product Marketing, Business Development, Marketing, Product Management, Analytics, Cross-functional Team..., Portfolio Management, Business Strategy, Retail, Online Marketing, Web Analytics, SEM, Digital Marketing, Customer Acquisition, SEO, Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2009
MBA
University of Cape Town 2008 — 2008
Study Abroad
Northwestern University 1999 — 2003
BA, History
Lincoln High School 1995 — 1999
Amazon June 2015 - Present
Amazon September 2014 - May 2015
Amazon June 2013 - September 2014
Starbucks January 2013 - June 2013
Starbucks May 2012 - January 2013
Zazzle 2011 - May 2012
Zazzle October 2010 - March 2011
Morgan Stanley August 2009 - October 2010
Morgan Stanley June 2008 - August 2008
Northern Trust January 2005 - August 2007
Skills
Customization, Financial Modeling, Financial Analysis, Email Marketing, Customer Retention, Loyalty Marketing, Open Innovation, Brand Partnerships, Strategic Partnerships, Market Analysis, Industry Research, Brand Management, E-commerce, Investment Banking, Competitive Analysis, Valuation, Corporate Finance, Omniture, Product Development, Strategy, Start-ups, Product Marketing, Business Development, Marketing, Product Management, Analytics, Cross-functional Team..., Portfolio Management, Business Strategy, Retail, Online Marketing, Web Analytics, SEM, Digital Marketing, Customer Acquisition, SEO, Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2009
MBA
University of Cape Town 2008 — 2008
Study Abroad
Northwestern University 1999 — 2003
BA, History
Lincoln High School 1995 — 1999
Eileen Sachanda's Northern Trust Experience July 2000 - Present
Job Senior Vice President at Northern Trust
Industry Banking
Experience
Northern Trust July 2000 - Present
Bank of America 1994 - 2000
Continental Bank 1985 - 1994
Continental Bank 1985 - 1994
Skills
Portfolio Management, Strategic Planning, Alternative Investments, Investments, Financial Analysis, Wealth Management, Banking, Financial Services, Mutual Funds, Asset Allocation, Finance
Education
Northwestern University - Kellogg School of Management 1983 — 1985
M.M., Finance, Accounting
Northwestern University 1975 — 1979
Bachelor of Arts (B.A.), Anthropology and Psychology
Northern Trust July 2000 - Present
Bank of America 1994 - 2000
Continental Bank 1985 - 1994
Continental Bank 1985 - 1994
Skills
Portfolio Management, Strategic Planning, Alternative Investments, Investments, Financial Analysis, Wealth Management, Banking, Financial Services, Mutual Funds, Asset Allocation, Finance
Education
Northwestern University - Kellogg School of Management 1983 — 1985
M.M., Finance, Accounting
Northwestern University 1975 — 1979
Bachelor of Arts (B.A.), Anthropology and Psychology
Grant Rickelman's Northern Trust Experience July 2003 - Present
Job Private Banking Relationship Manager at Northern Trust
Industry Banking
Experience
Northern Trust July 2003 - Present
Education
Northwestern University 1999 — 2003
Northern Trust July 2003 - Present
Education
Northwestern University 1999 — 2003
Shanna Palmersheim's Northern Trust Experience May 2008 - August 2011
Job Senior Attorney Consultant Investment Management at Various Firms
Industry Law Practice
Experience
Various Firms 2014 - Present
Harbor Capital Advisors August 2011 - May 2014
Northern Trust May 2008 - August 2011
Peregrine Financial Group 2007 - 2008
Harley Davidson Financial Services 2005 - 2007
State Street 1999 - 2002
Skills
Securities, Finance, Corporate Law, Due Diligence, Corporate Governance, Securities Regulation, Investments, Financial Services, Mutual Funds, Risk Management, Insurance, Accounting, FINRA, Portfolio Management
Education
Northwestern University
Biology/Chemistry
University of Iowa College of Law 2002 — 2005
Doctor of Law (J.D.)
Northwestern University 2009 — 2011
Accounting, CPA Exam Preparation
University of Northern Iowa
Bachelor of Arts (B.A.), Business Administration; Economics
Various Firms 2014 - Present
Harbor Capital Advisors August 2011 - May 2014
Northern Trust May 2008 - August 2011
Peregrine Financial Group 2007 - 2008
Harley Davidson Financial Services 2005 - 2007
State Street 1999 - 2002
Skills
Securities, Finance, Corporate Law, Due Diligence, Corporate Governance, Securities Regulation, Investments, Financial Services, Mutual Funds, Risk Management, Insurance, Accounting, FINRA, Portfolio Management
Education
Northwestern University
Biology/Chemistry
University of Iowa College of Law 2002 — 2005
Doctor of Law (J.D.)
Northwestern University 2009 — 2011
Accounting, CPA Exam Preparation
University of Northern Iowa
Bachelor of Arts (B.A.), Business Administration; Economics
Diana (Knapp) Ledford's Northern Trust Experience October 2009 - Present
Job Senior Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust October 2009 - Present
BlackRock January 2006 - 2009
Northern Trust 2002 - December 2005
Goldman Sachs August 1999 - January 2002
SCI Capital Management June 1991 - August 1997
SCI Financial Group January 1991 - August 1997
Skills
Asset Allocation, Investments, Alternative Investments, Sales, Product Marketing, Investment Strategies, Private Equity, Wealth Management, New Business Development, Series 7, Series 63, Portfolio Management, Fixed Income, Equities, Hedge Funds, Mutual Funds
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Finance and Marketing
Northwestern University 1988 — 1991
BA, Economics
Northern Trust October 2009 - Present
BlackRock January 2006 - 2009
Northern Trust 2002 - December 2005
Goldman Sachs August 1999 - January 2002
SCI Capital Management June 1991 - August 1997
SCI Financial Group January 1991 - August 1997
Skills
Asset Allocation, Investments, Alternative Investments, Sales, Product Marketing, Investment Strategies, Private Equity, Wealth Management, New Business Development, Series 7, Series 63, Portfolio Management, Fixed Income, Equities, Hedge Funds, Mutual Funds
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Finance and Marketing
Northwestern University 1988 — 1991
BA, Economics
Ryan Wickert's Northern Trust Experience 2012 - Present
Job Strategic Finance Executive. Kellogg MBA.
Industry Banking
Experience
Northern Trust 2012 - Present
Northern Trust 2010 - 2011
Komatsu America Corp. 2007 - 2010
Navistar International Corporation 2006 - 2007
SL Virtual Markets 2006 - 2007
Walgreens Boots Alliance 2005 - 2006
Comdisco 1999 - 2005
Skills
Financial Analysis, Mergers & Acquisitions, Cross-functional Team..., Project Management, Mergers, Tax, Restructuring, Strategic Financial..., Business Strategy, Financial Modeling, C-Level Presentations, Transfer Pricing, International..., International Business, Negotiation, Management Consulting, Strategic Planning, International Tax..., Government Contracts, Managerial Finance, International Finance, Political Risk Analysis, International Tax, Hedge Funds, Executive-level..., Corporate Finance, Forecasting, Finance
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Concentrations: Strategy, International Business, Managerial Economics, Org. Behavior
University of Illinois at Urbana-Champaign
M.S., Accounting
Saint Xavier University
B.S., Accounting; Certificate in Conflict/Dispute Resoulution & Mediation
Northern Trust 2012 - Present
Northern Trust 2010 - 2011
Komatsu America Corp. 2007 - 2010
Navistar International Corporation 2006 - 2007
SL Virtual Markets 2006 - 2007
Walgreens Boots Alliance 2005 - 2006
Comdisco 1999 - 2005
Skills
Financial Analysis, Mergers & Acquisitions, Cross-functional Team..., Project Management, Mergers, Tax, Restructuring, Strategic Financial..., Business Strategy, Financial Modeling, C-Level Presentations, Transfer Pricing, International..., International Business, Negotiation, Management Consulting, Strategic Planning, International Tax..., Government Contracts, Managerial Finance, International Finance, Political Risk Analysis, International Tax, Hedge Funds, Executive-level..., Corporate Finance, Forecasting, Finance
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Concentrations: Strategy, International Business, Managerial Economics, Org. Behavior
University of Illinois at Urbana-Champaign
M.S., Accounting
Saint Xavier University
B.S., Accounting; Certificate in Conflict/Dispute Resoulution & Mediation
Christine M. Fey's Northern Trust Experience 1989 - 1993
Job Vice President, Client Management at Fiserv
Industry Financial Services
Experience
Fiserv 2014 - Present
Fiserv 2012 - 2014
Fiserv 2006 - 2012
CheckFree 2003 - 2006
Key Bank 2001 - 2003
Treasury Strategies, Inc. 1999 - 2001
ABN AMRO Bank N.V. 1993 - 1999
Northern Trust 1989 - 1993
Skills
Banking, Leadership, Account Management, Electronic Payments, Business Analysis, Program Management, Business Process, Management Consulting, Sales, SDLC, Thought Leadership, Product Management, CRM, Process Improvement, Payments, Management, Strategy, Change Management, Marketing, New Business Development, Sales Management, Vendor Management, Business Development, Financial Services, Relationship Management, Cross-functional Team..., ACH
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Finance, Marketing and Organizational Behavior
University of Illinois at Chicago 1985 — 1989
B.S., Finance
Fiserv 2014 - Present
Fiserv 2012 - 2014
Fiserv 2006 - 2012
CheckFree 2003 - 2006
Key Bank 2001 - 2003
Treasury Strategies, Inc. 1999 - 2001
ABN AMRO Bank N.V. 1993 - 1999
Northern Trust 1989 - 1993
Skills
Banking, Leadership, Account Management, Electronic Payments, Business Analysis, Program Management, Business Process, Management Consulting, Sales, SDLC, Thought Leadership, Product Management, CRM, Process Improvement, Payments, Management, Strategy, Change Management, Marketing, New Business Development, Sales Management, Vendor Management, Business Development, Financial Services, Relationship Management, Cross-functional Team..., ACH
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Finance, Marketing and Organizational Behavior
University of Illinois at Chicago 1985 — 1989
B.S., Finance
Raheela Anwar's Northern Trust Experience 2002 - 2007
Job Investment Management Professional
Industry Investment Management
Experience
Challenger Gray April 2012 - Present
Independent Consultant 2008 - 2012
Ziegler November 2007 - November 2008
Northern Trust Global Investments 1989 - May 2007
Northern Trust 2002 - 2007
Skills
Alternative Investments, Leadership, Sales Management, Asset Managment, Asset Allocation, Asset Management, Banking, Start-ups, Investments, Negotiation, Series 7, Sales, Management, Investment Management, Financial Analysis, Fixed Income, Hedge Funds, Strategy, Finance, Executive Management, Financial Modeling, Risk Management, Management Consulting, Morningstar, Morningstar Direct, Financial Services, Portfolio Management, Private Equity, Investment Strategies, Mutual Funds, Wealth Management, Equities, Investment Advisory, Strategic Financial..., Due Diligence, Capital Markets, Valuation, Venture Capital, Restructuring, Emerging Markets
Education
The University of Chicago 1990 — 1993
MBA, Corporate Finance, Accounting
Northwestern University 1984 — 1987
BA, Molecular Biology, French Literature
Challenger Gray April 2012 - Present
Independent Consultant 2008 - 2012
Ziegler November 2007 - November 2008
Northern Trust Global Investments 1989 - May 2007
Northern Trust 2002 - 2007
Skills
Alternative Investments, Leadership, Sales Management, Asset Managment, Asset Allocation, Asset Management, Banking, Start-ups, Investments, Negotiation, Series 7, Sales, Management, Investment Management, Financial Analysis, Fixed Income, Hedge Funds, Strategy, Finance, Executive Management, Financial Modeling, Risk Management, Management Consulting, Morningstar, Morningstar Direct, Financial Services, Portfolio Management, Private Equity, Investment Strategies, Mutual Funds, Wealth Management, Equities, Investment Advisory, Strategic Financial..., Due Diligence, Capital Markets, Valuation, Venture Capital, Restructuring, Emerging Markets
Education
The University of Chicago 1990 — 1993
MBA, Corporate Finance, Accounting
Northwestern University 1984 — 1987
BA, Molecular Biology, French Literature
Jeff Lueck's Northern Trust Experience January 2008 - Present
Job PeopleSoft Professional and Web Application Developer
Industry Information Technology and Services
Experience
Northern Trust January 2008 - Present
LUISYS June 1998 - Present
Northern Trust 2001 - December 2007
Midwest Airlines April 2003 - October 2007
Dallas County 2000 - 2001
Mobil 1998 - 2000
Frito-Lay 1997 - 2000
Alliant Foodservice 1997 - 1998
Bryan Cave LLP April 1997 - July 1997
Northwestern University 1990 - 1997
Skills
PeopleSoft, Requirements Analysis, Crystal Reports, PeopleTools, Process Improvement, MySQL, ERP, Change Management, Business Process..., Business Intelligence, SQL, Business Requirements, Integration, Databases, Data Migration, Business Process, Personnel Management, Oracle, HRIS, Microsoft SQL Server, Vendor Management, SharePoint, SDLC, Program Management, Business Analysis, PL/SQL, Software Documentation, AJAX, Testing, Project Management, Employee Benefits, COBOL, Oracle E-Business Suite, SQR, Payroll, Requirements Gathering, Enterprise Architecture
Education
Northwestern University 1987 — 1996
Computer Science
Northern Trust January 2008 - Present
LUISYS June 1998 - Present
Northern Trust 2001 - December 2007
Midwest Airlines April 2003 - October 2007
Dallas County 2000 - 2001
Mobil 1998 - 2000
Frito-Lay 1997 - 2000
Alliant Foodservice 1997 - 1998
Bryan Cave LLP April 1997 - July 1997
Northwestern University 1990 - 1997
Skills
PeopleSoft, Requirements Analysis, Crystal Reports, PeopleTools, Process Improvement, MySQL, ERP, Change Management, Business Process..., Business Intelligence, SQL, Business Requirements, Integration, Databases, Data Migration, Business Process, Personnel Management, Oracle, HRIS, Microsoft SQL Server, Vendor Management, SharePoint, SDLC, Program Management, Business Analysis, PL/SQL, Software Documentation, AJAX, Testing, Project Management, Employee Benefits, COBOL, Oracle E-Business Suite, SQR, Payroll, Requirements Gathering, Enterprise Architecture
Education
Northwestern University 1987 — 1996
Computer Science
Daniel Mitton's Northern Trust Experience March 2001 - August 2005
Job Same job, new company
Industry Computer Networking
Experience
General Dynamics May 2012 - Present
1 Source Consulting, Inc. June 2011 - May 2012
CNSI February 2011 - May 2011
Catapult Technology July 2008 - February 2011
Catapult Technology May 2006 - June 2008
Northern Trust March 2001 - August 2005
G. D. Searle 1985 - 1989
Skills
Troubleshooting, Data Center, Servers, Unix, DNS, Project Management, Security, Network Security, Disaster Recovery, System Administration, Windows Server, Networking, ITIL, Active Directory, TCP/IP
Education
Northwestern University 1979 — 1983
BS, Computer Science & Electrical Engineering
Passaic Valley High School 1975 — 1979
General Dynamics May 2012 - Present
1 Source Consulting, Inc. June 2011 - May 2012
CNSI February 2011 - May 2011
Catapult Technology July 2008 - February 2011
Catapult Technology May 2006 - June 2008
Northern Trust March 2001 - August 2005
G. D. Searle 1985 - 1989
Skills
Troubleshooting, Data Center, Servers, Unix, DNS, Project Management, Security, Network Security, Disaster Recovery, System Administration, Windows Server, Networking, ITIL, Active Directory, TCP/IP
Education
Northwestern University 1979 — 1983
BS, Computer Science & Electrical Engineering
Passaic Valley High School 1975 — 1979
Jacobo Schatz's Northern Trust Experience July 2013 - Present
Job Director of Strategic Planning at Northern Trust
Industry Financial Services
Experience
Northern Trust July 2013 - Present
Northern Trust April 2006 - June 2013
PepsiCo September 2001 - April 2006
Quaker Oats 1991 - 2001
Skills
Strategic Financial..., Strategy, Financial Modeling, Forecasting, Mergers & Acquisitions, Finance, Wealth Management, Corporate Finance, Strategic Planning, Portfolio Management, Managerial Finance, Financial Analysis, Financial Planning, Financial Services, Private Equity, Due Diligence
Education
Northwestern University - Kellogg School of Management 1995 — 1998
Northern Trust July 2013 - Present
Northern Trust April 2006 - June 2013
PepsiCo September 2001 - April 2006
Quaker Oats 1991 - 2001
Skills
Strategic Financial..., Strategy, Financial Modeling, Forecasting, Mergers & Acquisitions, Finance, Wealth Management, Corporate Finance, Strategic Planning, Portfolio Management, Managerial Finance, Financial Analysis, Financial Planning, Financial Services, Private Equity, Due Diligence
Education
Northwestern University - Kellogg School of Management 1995 — 1998
Danny Martel's Northern Trust Experience August 2000 - August 2006
Job Anesthesiologist at AMC Anesthesia
Industry Medical Practice
Experience
AMC Anesthesia Medical StudentUniversity of Illinois at ChicagoSeptember 2006 - May 2010
Northern Trust August 2000 - August 2006
Skills
Healthcare
Education
University of Illinois College of Medicine 2006 — 2010
M.D.
Northwestern University 1995 — 1999
BA, Psychology
AMC Anesthesia Medical StudentUniversity of Illinois at ChicagoSeptember 2006 - May 2010
Northern Trust August 2000 - August 2006
Skills
Healthcare
Education
University of Illinois College of Medicine 2006 — 2010
M.D.
Northwestern University 1995 — 1999
BA, Psychology
Jessie Rubino's Northern Trust Experience April 2010 - Present
Job Vice President Northern Trust
Industry Financial Services
Experience
Northern Trust April 2010 - Present
Northern Trust July 2008 - May 2010
The Northern Trust Co. June 2006 - July 2008
Skills
Accounting, Fund Accounting, Bloomberg, Equities, Investments, Asset Management, Securities, FX, Derivatives, Fixed Income, Valuation, Financial Analysis, Excel, Customer Relations, Word, Mutual Funds, Risk Management, Business Analysis, Budgeting, Analysis, Risk, Microsoft Office, Wealth Management, Compliance, Due Diligence, Pricing, Bonds, Customer Service, PowerPoint, Economics, Back Office, Reconciliations, Corporate Finance, Data Analysis, Change Management
Education
Northwestern University 2002 — 2005
BA, Economics
Maine South 1998 — 2002
Northern Trust April 2010 - Present
Northern Trust July 2008 - May 2010
The Northern Trust Co. June 2006 - July 2008
Skills
Accounting, Fund Accounting, Bloomberg, Equities, Investments, Asset Management, Securities, FX, Derivatives, Fixed Income, Valuation, Financial Analysis, Excel, Customer Relations, Word, Mutual Funds, Risk Management, Business Analysis, Budgeting, Analysis, Risk, Microsoft Office, Wealth Management, Compliance, Due Diligence, Pricing, Bonds, Customer Service, PowerPoint, Economics, Back Office, Reconciliations, Corporate Finance, Data Analysis, Change Management
Education
Northwestern University 2002 — 2005
BA, Economics
Maine South 1998 — 2002
Jessica Chu's Northern Trust Experience June 2012 - Present
Job Vice President, Hedge Fund Investor Relations at Northern Trust
Industry Financial Services
Experience
Northern Trust June 2012 - Present
J.P. Morgan June 2009 - May 2012
J.P. Morgan June 2008 - September 2008
Smith Barney June 2007 - September 2007
Skills
Hedge Funds, Portfolio Management, Fixed Income, Stata, Alternative Investments, Valuation, Investor Relations, Retirement Planning, Investment Banking, Bloomberg, Investments, Analytics, Financial Analysis, Wealth Management, Equities, Financial Modeling, Finance, Asset Management, Series 7, Capital Markets
Education
Northwestern University 2005 — 2009
Bachelor of Arts (BA), International Studies and English Literature
The Hotchkiss School
Northern Trust June 2012 - Present
J.P. Morgan June 2009 - May 2012
J.P. Morgan June 2008 - September 2008
Smith Barney June 2007 - September 2007
Skills
Hedge Funds, Portfolio Management, Fixed Income, Stata, Alternative Investments, Valuation, Investor Relations, Retirement Planning, Investment Banking, Bloomberg, Investments, Analytics, Financial Analysis, Wealth Management, Equities, Financial Modeling, Finance, Asset Management, Series 7, Capital Markets
Education
Northwestern University 2005 — 2009
Bachelor of Arts (BA), International Studies and English Literature
The Hotchkiss School
Vincent Williams's Northern Trust Experience 2005 - 2007
Job Managing Director, Director of Marketing at Lombardia Capital Partners
Industry Investment Management
Experience
Lombardia Capital Partners 2014 - Present
RM Chase/SixDi 2012 - 2014
SVB Capital 2007 - 2012
Northern Trust 2005 - 2007
Victory Capital Management 2003 - 2005
Mesirow Financial 2001 - 2003
Barclays Global Investors 1998 - 2001
State Street Bank 1996 - 1998
Skills
Fund Of Funds, Private Equity, Venture Capital, Alternative Investments, Hedge Funds, Investments, Investor Relations, Due Diligence, Corporate Development, Asset Managment, Valuation, Capital Markets, Equities, Strategy, Financial Services, Portfolio Management, Asset Management, Investment Management, Mergers, Investment Strategies, Management Consulting, Trading, Wealth Management, Pension Funds, Financial Modeling, Options, Series 63, Corporate Finance, Mutual Funds, Structured Finance, Institutional, Financial Analysis, Investment Banking, Strategic Financial..., Bloomberg, Asset Allocation, Funding, Fixed Income, Financial Structuring, Equity Valuation, Mergers & Acquisitions, Bonds, Securities, Equity Research, Series 7, Derivatives, Institutional..., Financial Markets, Investment Advisory, Emerging Markets
Education
Northwestern University
Bachelor of Arts (BA), Economics
University of California, Hastings College of the Law
JD
Lombardia Capital Partners 2014 - Present
RM Chase/SixDi 2012 - 2014
SVB Capital 2007 - 2012
Northern Trust 2005 - 2007
Victory Capital Management 2003 - 2005
Mesirow Financial 2001 - 2003
Barclays Global Investors 1998 - 2001
State Street Bank 1996 - 1998
Skills
Fund Of Funds, Private Equity, Venture Capital, Alternative Investments, Hedge Funds, Investments, Investor Relations, Due Diligence, Corporate Development, Asset Managment, Valuation, Capital Markets, Equities, Strategy, Financial Services, Portfolio Management, Asset Management, Investment Management, Mergers, Investment Strategies, Management Consulting, Trading, Wealth Management, Pension Funds, Financial Modeling, Options, Series 63, Corporate Finance, Mutual Funds, Structured Finance, Institutional, Financial Analysis, Investment Banking, Strategic Financial..., Bloomberg, Asset Allocation, Funding, Fixed Income, Financial Structuring, Equity Valuation, Mergers & Acquisitions, Bonds, Securities, Equity Research, Series 7, Derivatives, Institutional..., Financial Markets, Investment Advisory, Emerging Markets
Education
Northwestern University
Bachelor of Arts (BA), Economics
University of California, Hastings College of the Law
JD
Bryan Bacon's Northern Trust Experience 2011 - Present
Job Senior Vice President, Northern Trust
Industry Financial Services
Experience
Northern Trust 2011 - Present
JP Morgan 2004 - 2011
Bank One 1991 - 2004
American National Bank and Trust Company 1987 - 1991
Skills
Portfolio Management, Asset Management, Asset Allocation, Wealth Management, Investments, Equities, Fixed Income, Alternative Investments, Capital Markets, Hedge Funds, Series 7, Series 63
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA, Management
Wheaton College 1981 — 1985
BA, Econmics
Northern Trust 2011 - Present
JP Morgan 2004 - 2011
Bank One 1991 - 2004
American National Bank and Trust Company 1987 - 1991
Skills
Portfolio Management, Asset Management, Asset Allocation, Wealth Management, Investments, Equities, Fixed Income, Alternative Investments, Capital Markets, Hedge Funds, Series 7, Series 63
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA, Management
Wheaton College 1981 — 1985
BA, Econmics
Sean Story's Northern Trust Experience November 2010 - March 2013
Job COO & CFO at CBC Specialty Beverage
Industry Food & Beverages
Experience
CBC Specialty Beverage March 2013 - Present
Campus 2 Career November 2013 - Present
Associated Colleges of Illinois February 2013 - February 2015
Princeton Entrepreneur Network - Chicago December 2011 - March 2013
Northern Trust November 2010 - March 2013
Silver Step October 2010 - January 2013
JPMorgan Private Wealth Management September 2009 - November 2010
JPMorgan Chase August 2004 - September 2009
Skills
Team Leadership, Professional Networking, Corporate Finance, Wealth Management, Higher Education, Building Relationships, Innovation, New Business Development, Business Networking, Entrepreneurship, Cross-functional Team..., Structured Finance, Leadership
Education
Northwestern University - Kellogg School of Management 2007 — 2010
M.B.A., Marketing and Finance
Princeton University 2000 — 2004
B.A., Political Science
CBC Specialty Beverage March 2013 - Present
Campus 2 Career November 2013 - Present
Associated Colleges of Illinois February 2013 - February 2015
Princeton Entrepreneur Network - Chicago December 2011 - March 2013
Northern Trust November 2010 - March 2013
Silver Step October 2010 - January 2013
JPMorgan Private Wealth Management September 2009 - November 2010
JPMorgan Chase August 2004 - September 2009
Skills
Team Leadership, Professional Networking, Corporate Finance, Wealth Management, Higher Education, Building Relationships, Innovation, New Business Development, Business Networking, Entrepreneurship, Cross-functional Team..., Structured Finance, Leadership
Education
Northwestern University - Kellogg School of Management 2007 — 2010
M.B.A., Marketing and Finance
Princeton University 2000 — 2004
B.A., Political Science
Barb Pohl's Northern Trust Experience March 2011 - February 2012
Job Consultant at Northern Trust
Industry Investment Banking
Experience
Pick Any 3, LLC 2009 - Present
Northern Trust March 2011 - February 2012
J.P. Morgan 2004 - 2009
Bank One 2001 - 2004
Bank One 1999 - 2001
First Chicago NBD 1995 - 1999
First Chicago Bank & Trust 1981 - 1999
Skills
SWIFT, ACH, Transaction Processing, Trading Systems, Electronic Payments, Payment Systems, Payment Processing, Wire, Calypso, Derivatives, Settlement, Testing, Fixed Income
Education
Northwestern University
BA, Organizational Behavior, Computer Science, Business
Pick Any 3, LLC 2009 - Present
Northern Trust March 2011 - February 2012
J.P. Morgan 2004 - 2009
Bank One 2001 - 2004
Bank One 1999 - 2001
First Chicago NBD 1995 - 1999
First Chicago Bank & Trust 1981 - 1999
Skills
SWIFT, ACH, Transaction Processing, Trading Systems, Electronic Payments, Payment Systems, Payment Processing, Wire, Calypso, Derivatives, Settlement, Testing, Fixed Income
Education
Northwestern University
BA, Organizational Behavior, Computer Science, Business
Heather Harrold's Northern Trust Experience 1992 - 1995
Job Vice President, Consumer Marketing at Reverie
Industry Marketing and Advertising
Experience
Reverie 2013 - Present
Air Lift Company 2010 - 2013
Kenzoil 2008 - 2010
Harrold Developments 1998 - 2007
SC Johnson 1996 - 1998
Northern Trust 1992 - 1995
Skills
Brand Management, Marketing Strategy, Customer Insight, Business Strategy, Strategic Planning, Competitive Analysis, Social Media, Financial Analysis, Project Execution, Team Leadership, Contractor Relations, Strategy Development, Product Management, Building Brand Awareness, Green Living, Organic Products, Brand Developement, Social Networking, Strategy, Sales, Project Management, Cross-functional Team..., Social Media Marketing, Leadership, Brand Development, CRM
Education
Northwestern University - Kellogg School of Management 1995 — 1996
MBA, Marketing and Strategy
University of Michigan - Stephen M. Ross School of Business 1988 — 1992
BBA, Finance
Reverie 2013 - Present
Air Lift Company 2010 - 2013
Kenzoil 2008 - 2010
Harrold Developments 1998 - 2007
SC Johnson 1996 - 1998
Northern Trust 1992 - 1995
Skills
Brand Management, Marketing Strategy, Customer Insight, Business Strategy, Strategic Planning, Competitive Analysis, Social Media, Financial Analysis, Project Execution, Team Leadership, Contractor Relations, Strategy Development, Product Management, Building Brand Awareness, Green Living, Organic Products, Brand Developement, Social Networking, Strategy, Sales, Project Management, Cross-functional Team..., Social Media Marketing, Leadership, Brand Development, CRM
Education
Northwestern University - Kellogg School of Management 1995 — 1996
MBA, Marketing and Strategy
University of Michigan - Stephen M. Ross School of Business 1988 — 1992
BBA, Finance
Vivian Perlmutter's Northern Trust Experience June 2004 - November 2004
Job
Industry Information Technology and Services
Experience
Aviter, Inc. January 1990 - Present
Aviter, Inc. WebFOCUS Keysheet, Focus Keysheet , (Almost) 1001 Ways to Work with Dates in WebFOCUS January 1983 - Present
FDIC October 2011 - January 2013
Nationwide Insurance May 2007 - November 2007
Wells Fargo Merchant Services September 2006 - March 2007
Northern Trust June 2004 - November 2004
Sprint Communication Systems 1998 - 2003
Pioneer Electronics 1998 - 2003
Kaiser Permanente 2000 - 2001
Mitsubishi Electric and Electronics 1987 - 1993
Skills
Focus, WebFOCUS, HTML, JavaScript, Requirements Analysis, Business Intelligence, SQL, Business Analysis, SQL Server, Agile Methodologies, Database Design, Dashboard, Microsoft SQL Server, Software Documentation, Oracle, Integration, Visio, ETL, XML, Software Development, Program Management, Data Warehousing, DB2, SharePoint, Enterprise Software, Data Modeling, Software Project..., SDLC, Testing, Databases, Management, Business Objects
Education
Northwestern University 1974 — 1977
Masters, History and Literature of Religions
Northwestern University 1968 — 1977
Bachelor of Arts, Sociology
Aviter, Inc. January 1990 - Present
Aviter, Inc. WebFOCUS Keysheet, Focus Keysheet , (Almost) 1001 Ways to Work with Dates in WebFOCUS January 1983 - Present
FDIC October 2011 - January 2013
Nationwide Insurance May 2007 - November 2007
Wells Fargo Merchant Services September 2006 - March 2007
Northern Trust June 2004 - November 2004
Sprint Communication Systems 1998 - 2003
Pioneer Electronics 1998 - 2003
Kaiser Permanente 2000 - 2001
Mitsubishi Electric and Electronics 1987 - 1993
Skills
Focus, WebFOCUS, HTML, JavaScript, Requirements Analysis, Business Intelligence, SQL, Business Analysis, SQL Server, Agile Methodologies, Database Design, Dashboard, Microsoft SQL Server, Software Documentation, Oracle, Integration, Visio, ETL, XML, Software Development, Program Management, Data Warehousing, DB2, SharePoint, Enterprise Software, Data Modeling, Software Project..., SDLC, Testing, Databases, Management, Business Objects
Education
Northwestern University 1974 — 1977
Masters, History and Literature of Religions
Northwestern University 1968 — 1977
Bachelor of Arts, Sociology
Yvonne Broomfield's Northern Trust Experience May 1990 - March 1998
Job Manager Financial Settlements & Analysis, Blue Cross Blue Shield of Illinois, Montana, New Mexico and Texas
Industry Insurance
Experience
Health Care Service Corporation March 2004 - Present
Victory Apostolic Church 1996 - 2014
CNA Insurance March 1998 - March 2004
Northern Trust May 1990 - March 1998
Skills
Financial Reporting, Financial Services, Insurance, Financial Analysis, Process Improvement, Sarbanes-Oxley Act, Business Analysis, Leadership, Public Speaking, Risk Management, Business Process..., Enterprise Risk..., Internal Controls, Event Planning, Church Events, Interior Design, Mentoring, Youth Ministry, Youth Development, Christian Leadership, Christian Ethics, Strategic Planning, Account Reconciliation, Financial Accounting, Financial Audits, Financial Statements, Journal Management, General Ledger, Management Reporting, Customer Service, Finance
Education
Northwestern University
Project Management
Roosevelt University
Bachelor of Science (B.S.), Finance, Mnor Accounting
Health Care Service Corporation March 2004 - Present
Victory Apostolic Church 1996 - 2014
CNA Insurance March 1998 - March 2004
Northern Trust May 1990 - March 1998
Skills
Financial Reporting, Financial Services, Insurance, Financial Analysis, Process Improvement, Sarbanes-Oxley Act, Business Analysis, Leadership, Public Speaking, Risk Management, Business Process..., Enterprise Risk..., Internal Controls, Event Planning, Church Events, Interior Design, Mentoring, Youth Ministry, Youth Development, Christian Leadership, Christian Ethics, Strategic Planning, Account Reconciliation, Financial Accounting, Financial Audits, Financial Statements, Journal Management, General Ledger, Management Reporting, Customer Service, Finance
Education
Northwestern University
Project Management
Roosevelt University
Bachelor of Science (B.S.), Finance, Mnor Accounting
Anne Gulotta's Northern Trust Experience April 1991 - Present
Job Senior Vice president at Northern Trust
Industry Investment Banking
Experience
Northern Trust April 1991 - Present
northern Trust Securities, Inc 2000 - 2010
Education
Northwestern University
Northern Trust April 1991 - Present
northern Trust Securities, Inc 2000 - 2010
Education
Northwestern University
Daniel Everhart's Northern Trust Experience December 2012 - Present
Job Section Manager, Valuation Reporting at Northern Trust
Industry Banking
Experience
Northern Trust December 2012 - Present
Northern Trust May 2012 - December 2012
Northern Trust May 2011 - May 2012
Northern Trust December 2009 - December 2011
Northern Trust January 2008 - December 2009
LeBeau's Health Club September 2003 - September 2007
Skills
Financial Reporting, Securities, Accounting, Derivatives, Fixed Income, Equities, Management, Employee Engagement, Financial Services, Process Improvement, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Strategy and Management
Northern Illinois University 2006 — 2007
Bachelors Degree, Finance, 3.65
Northern Trust December 2012 - Present
Northern Trust May 2012 - December 2012
Northern Trust May 2011 - May 2012
Northern Trust December 2009 - December 2011
Northern Trust January 2008 - December 2009
LeBeau's Health Club September 2003 - September 2007
Skills
Financial Reporting, Securities, Accounting, Derivatives, Fixed Income, Equities, Management, Employee Engagement, Financial Services, Process Improvement, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Strategy and Management
Northern Illinois University 2006 — 2007
Bachelors Degree, Finance, 3.65
Eric Dybing's Northern Trust Experience 2002 - 2005
Job Marketing Manager at ConAgra Foods
Industry Consumer Goods
Experience
ConAgra Foods February 2006 - February 2014
Northern Trust 2002 - 2005
Ernst & Young 1999 - 2001
Skills
Brand Management, Project Management, Strategic Planning, Financial Analysis, Budgets, Forecasting, Pricing, Product Innovation, Cross-functional Team..., Mergers, Accounting, Finance, Process Improvement, Mergers & Acquisitions, Marketing Management, Strategy, P&L Management, Market Research
Education
Northwestern University - Kellogg School of Management 2001 — 2004
Master of Business Administration (MBA), Marketing
The University of North Dakota 1990 — 1994
B.A., Accountancy, French
ConAgra Foods February 2006 - February 2014
Northern Trust 2002 - 2005
Ernst & Young 1999 - 2001
Skills
Brand Management, Project Management, Strategic Planning, Financial Analysis, Budgets, Forecasting, Pricing, Product Innovation, Cross-functional Team..., Mergers, Accounting, Finance, Process Improvement, Mergers & Acquisitions, Marketing Management, Strategy, P&L Management, Market Research
Education
Northwestern University - Kellogg School of Management 2001 — 2004
Master of Business Administration (MBA), Marketing
The University of North Dakota 1990 — 1994
B.A., Accountancy, French
Ethan Adams's Northern Trust Experience May 2012 - January 2015
Job PeopleSoft Developer
Industry Computer Software
Experience
Kirkland & Ellis LLP January 2015 - Present
Northern Trust May 2012 - January 2015
Northern Trust February 2007 - May 2012
Skills
SQL, HTML, JavaScript, jQuery, CSS, PeopleSoft, PeopleTools
Education
Northwestern University
B.A., Economics
Kirkland & Ellis LLP January 2015 - Present
Northern Trust May 2012 - January 2015
Northern Trust February 2007 - May 2012
Skills
SQL, HTML, JavaScript, jQuery, CSS, PeopleSoft, PeopleTools
Education
Northwestern University
B.A., Economics
Susan Clausen's Northern Trust Experience 1978 - 1979
Job CAPTRUST Financial Advisor
Industry Financial Services
Experience
CAPTRUST Financial Advisors January 2009 - Present
Merrill Lynch, STAR Group May 2002 - January 2009
Key Bank 1998 - 2002
Nattional City Bank 1994 - 1998
SMC Consulting 1992 - 1994
Norwest Bank MN 1984 - 1991
Quaker Oats 1979 - 1984
Northern Trust 1978 - 1979
Isham Lincoln & Beale 1975 - 1978
Skills
401k, Retirement, Qualified Retirement..., Mutual Funds, Asset Allocation, Investment Advisory, Retirement Planning, Investments, Pensions, Defined Benefit, Alternative Investments, Wealth Management, Asset Managment, Defined Contribution, Financial Services, Employee Benefits, Strategic Financial..., ERISA
Education
Northwestern University 1971 — 1974
BA, History, Political Science
The George Washington University 1970 — 1972
AA, Liberal Arts, French
CAPTRUST Financial Advisors January 2009 - Present
Merrill Lynch, STAR Group May 2002 - January 2009
Key Bank 1998 - 2002
Nattional City Bank 1994 - 1998
SMC Consulting 1992 - 1994
Norwest Bank MN 1984 - 1991
Quaker Oats 1979 - 1984
Northern Trust 1978 - 1979
Isham Lincoln & Beale 1975 - 1978
Skills
401k, Retirement, Qualified Retirement..., Mutual Funds, Asset Allocation, Investment Advisory, Retirement Planning, Investments, Pensions, Defined Benefit, Alternative Investments, Wealth Management, Asset Managment, Defined Contribution, Financial Services, Employee Benefits, Strategic Financial..., ERISA
Education
Northwestern University 1971 — 1974
BA, History, Political Science
The George Washington University 1970 — 1972
AA, Liberal Arts, French
Beth Provanzana's Northern Trust Experience 2013 - 2014
Job COO, Risk Management at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation May 2014 - Present
Northern Trust 2013 - 2014
Northern Trust Global Investments 2010 - 2013
Chase Capital Corporation 2007 - 2009
Chase Bank, NA 2005 - 2007
J.P. Morgan Securities Inc 1997 - 2005
First Chicago 1995 - 1997
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MM, Finance
Washington and Lee University 1991 — 1995
BA, Economics and Romance Languages
Northern Trust Corporation May 2014 - Present
Northern Trust 2013 - 2014
Northern Trust Global Investments 2010 - 2013
Chase Capital Corporation 2007 - 2009
Chase Bank, NA 2005 - 2007
J.P. Morgan Securities Inc 1997 - 2005
First Chicago 1995 - 1997
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MM, Finance
Washington and Lee University 1991 — 1995
BA, Economics and Romance Languages
Cecil Brown's Northern Trust Experience 1991 - 1995
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2015 - Present
GE Capital October 2014 - June 2015
Evercore Partners 2008 - 2013
Bear Stearns 1997 - 2008
Northern Trust 1991 - 1995
Skills
Due Diligence, Capital Markets, Financial Structuring, Financial Modeling, Leveraged Finance, Valuation, Financial Analysis, Banking, Finance, Investment Banking, Investments, Restructuring, Hedge Funds, Strategy, LBO
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance
University of Michigan 1987 — 1991
BBA, Finance, Accounting
SunTrust Robinson Humphrey July 2015 - Present
GE Capital October 2014 - June 2015
Evercore Partners 2008 - 2013
Bear Stearns 1997 - 2008
Northern Trust 1991 - 1995
Skills
Due Diligence, Capital Markets, Financial Structuring, Financial Modeling, Leveraged Finance, Valuation, Financial Analysis, Banking, Finance, Investment Banking, Investments, Restructuring, Hedge Funds, Strategy, LBO
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance
University of Michigan 1987 — 1991
BBA, Finance, Accounting
Donna Flynn, LHEP™'s Northern Trust Experience 1985 - 1990
Job Principal, SkillsMastery Group, Inc.
Industry Human Resources
Experience
Banc One, Corporation 1998 - 2000
Banc One, Corp 1994 - 1999
Marine Bank Chicago (bought by Banc One Corp) 1990 - 1994
Northern Trust 1985 - 1990
Skills
Leadership Development, Executive Coaching, Sales Management, Change Management, Management Consulting, Strategy, Training, Government, Coaching, Leadership, Cross-functional Team..., Marketing, Management, Social Media, Sales, Account Management, Banking, Organizational...
Education
Downers Grove South
Northwestern University
Bachelor of Science (BS), Business/Managerial Economics
Banc One, Corporation 1998 - 2000
Banc One, Corp 1994 - 1999
Marine Bank Chicago (bought by Banc One Corp) 1990 - 1994
Northern Trust 1985 - 1990
Skills
Leadership Development, Executive Coaching, Sales Management, Change Management, Management Consulting, Strategy, Training, Government, Coaching, Leadership, Cross-functional Team..., Marketing, Management, Social Media, Sales, Account Management, Banking, Organizational...
Education
Downers Grove South
Northwestern University
Bachelor of Science (BS), Business/Managerial Economics
Heather Tahmooressi's Northern Trust Experience 2000 - 2006
Job VP, Financial Adviser and Business Manager for The Oberlander Group at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch - The Oberlander Group January 2015 - Present
Merrill Lynch June 2013 - January 2015
Merrill Lynch December 2006 - April 2013
Northern Trust 2000 - 2006
Northern Trust 2000 - 2006
Skills
Estate Planning, High Net Worth..., Wealth Management
Education
Northwestern University 1993 — 1997
Bachelor of Science, English Literature
Merrill Lynch - The Oberlander Group January 2015 - Present
Merrill Lynch June 2013 - January 2015
Merrill Lynch December 2006 - April 2013
Northern Trust 2000 - 2006
Northern Trust 2000 - 2006
Skills
Estate Planning, High Net Worth..., Wealth Management
Education
Northwestern University 1993 — 1997
Bachelor of Science, English Literature
Patrick Seermon's Northern Trust Experience March 2008 - Present
Job Vice President, Risk Consultant, Product Risk at Northern Trust
Industry Financial Services
Experience
Northern Trust March 2008 - Present
Skills
Basel II, Risk Management, Financial Risk, Enterprise Risk..., Operational Risk, Operational Risk..., Business Analysis
Education
Northwestern University - Kellogg School of Management 1987 — 1990
MM, Finance and Management Policy
Northwestern University 1981 — 1985
BS, Computer Science
Northern Trust March 2008 - Present
Skills
Basel II, Risk Management, Financial Risk, Enterprise Risk..., Operational Risk, Operational Risk..., Business Analysis
Education
Northwestern University - Kellogg School of Management 1987 — 1990
MM, Finance and Management Policy
Northwestern University 1981 — 1985
BS, Computer Science
Anne Hafer's Northern Trust Experience 2000 - 2013
Job SVP, Commercial Real Estate at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation November 2013 - Present
Northern Trust 2000 - 2013
Northern Trust 1998 - 2000
FIRST BANK MONTANA, NATIONAL ASSOCIATION 1995 - 1998
FIRST BANK MONTANA, NATIONAL ASSOCIATION 1992 - 1995
The First National Bank of Chicago 1991 - 1992
THE FIRST NATIONAL BANK OF CHICAGO, Chicago, IL 1991 - 1991
THE FIRST NATIONAL BANK OF CHICAGO 1988 - 1991
THE FIRST NATIONAL BANK OF CHICAGO 1983 - 1988
Skills
Credit, Risk Management, Underwriting, Credit Analysis, Real Estate, Banking, Negotiation, Executive Management, Cultivating..., Team Leadership, Business Strategy, New Business Development, Financial Analysis, Team Building, Real Estate Financing, Commercial Lending, Private Banking, Succession Planning, Business Development, Business Planning, Project Portfolio..., Relationship Management
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Accounting, Management
Pacific Lutheran University
BA, Math/French
Regions Financial Corporation November 2013 - Present
Northern Trust 2000 - 2013
Northern Trust 1998 - 2000
FIRST BANK MONTANA, NATIONAL ASSOCIATION 1995 - 1998
FIRST BANK MONTANA, NATIONAL ASSOCIATION 1992 - 1995
The First National Bank of Chicago 1991 - 1992
THE FIRST NATIONAL BANK OF CHICAGO, Chicago, IL 1991 - 1991
THE FIRST NATIONAL BANK OF CHICAGO 1988 - 1991
THE FIRST NATIONAL BANK OF CHICAGO 1983 - 1988
Skills
Credit, Risk Management, Underwriting, Credit Analysis, Real Estate, Banking, Negotiation, Executive Management, Cultivating..., Team Leadership, Business Strategy, New Business Development, Financial Analysis, Team Building, Real Estate Financing, Commercial Lending, Private Banking, Succession Planning, Business Development, Business Planning, Project Portfolio..., Relationship Management
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Accounting, Management
Pacific Lutheran University
BA, Math/French
J.J. Standring's Northern Trust Experience September 2010 - Present
Job Sr. Analyst at Northern Trust
Industry Banking
Experience
Northern Trust September 2010 - Present
Sharmac Capital 2009 - 2010
Iowa Grain Company 2007 - 2009
Skills
Equities, Options, Fixed Income, Trading, Derivatives, Commodity, Electronic Trading, Proprietary Trading, Hedge Funds, Trading Systems, Financial Markets, Investments, Alternative Investments, Capital Markets, Hedging, Asset Managment, Portfolio Management, Bloomberg, Financial Modeling, Securities, FX Options, Trading Strategies, Risk Management
Education
Northwestern University 1997 — 2001
B.A., Economics
Northwestern University 1997 — 2001
Bachelor of Arts (BA), Economics
Northern Trust September 2010 - Present
Sharmac Capital 2009 - 2010
Iowa Grain Company 2007 - 2009
Skills
Equities, Options, Fixed Income, Trading, Derivatives, Commodity, Electronic Trading, Proprietary Trading, Hedge Funds, Trading Systems, Financial Markets, Investments, Alternative Investments, Capital Markets, Hedging, Asset Managment, Portfolio Management, Bloomberg, Financial Modeling, Securities, FX Options, Trading Strategies, Risk Management
Education
Northwestern University 1997 — 2001
B.A., Economics
Northwestern University 1997 — 2001
Bachelor of Arts (BA), Economics
Charles Grant, CFA's Northern Trust Experience August 2011 - Present
Job Senior Vice President at Northern Trust
Industry Investment Management
Experience
Northern Trust August 2011 - Present
Grant Investment Management January 2005 - April 2011
Van Kampen Investments April 1999 - November 2004
Morgan Stanley 1995 - 1999
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA, Finance and Accounting
University of Dayton 1990 — 1994
BA, Economics
Fenwick High School 1986 — 1990
CFA Institute
CFA
Northern Trust August 2011 - Present
Grant Investment Management January 2005 - April 2011
Van Kampen Investments April 1999 - November 2004
Morgan Stanley 1995 - 1999
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA, Finance and Accounting
University of Dayton 1990 — 1994
BA, Economics
Fenwick High School 1986 — 1990
CFA Institute
CFA
Allegra Biery's Northern Trust Experience 2002 - July 2014
Job Senior Vice President, Region President, Wealth Management at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation July 2014 - Present
Northern Trust 2002 - July 2014
Northern Trust 1991 - 2002
Bankers Trust (Acquired by Deutsche Bank) 1984 - 1991
Education
Northwestern University - Kellogg School of Management 1994 — 1996
Master of Business Administration (M.B.A.)
Smith College 1980 — 1984
Bachelor of Arts (B.A.), Sociology
Northern Trust Corporation July 2014 - Present
Northern Trust 2002 - July 2014
Northern Trust 1991 - 2002
Bankers Trust (Acquired by Deutsche Bank) 1984 - 1991
Education
Northwestern University - Kellogg School of Management 1994 — 1996
Master of Business Administration (M.B.A.)
Smith College 1980 — 1984
Bachelor of Arts (B.A.), Sociology
Lauren Choate, M.A.'s Northern Trust Experience May 2009 - September 2010
Job Senior Consultant, Consumer Brand Strategy at Blue Cross Blue Shield Association
Industry Insurance
Experience
Blue Cross Blue Shield Association September 2014 - Present
Us Datacomm 2003 - 2015
Blue Cross Blue Shield Association April 2014 - September 2014
Blue Cross Blue Shield Association March 2012 - March 2014
Blue Cross Blue Shield Association September 2010 - March 2012
Northern Trust May 2009 - September 2010
Harbor Capital Advisors October 2008 - December 2008
Skills
Strategic Consulting, Data Analysis, Change Management, Mentoring, Management, Business Strategy, Health Insurance, Insurance, Investments, Cross-functional Team..., Business Process, Project Management, Sales, Business Analysis, Leadership, Strategy, Strategic Planning, Process Improvement, Analysis
Education
Northwestern University 2013 — 2015
Master of Arts (M.A.), Public Policy and Administration, 3.93
University of Illinois at Urbana-Champaign 2004 — 2008
BA, Economics
Blue Cross Blue Shield Association September 2014 - Present
Us Datacomm 2003 - 2015
Blue Cross Blue Shield Association April 2014 - September 2014
Blue Cross Blue Shield Association March 2012 - March 2014
Blue Cross Blue Shield Association September 2010 - March 2012
Northern Trust May 2009 - September 2010
Harbor Capital Advisors October 2008 - December 2008
Skills
Strategic Consulting, Data Analysis, Change Management, Mentoring, Management, Business Strategy, Health Insurance, Insurance, Investments, Cross-functional Team..., Business Process, Project Management, Sales, Business Analysis, Leadership, Strategy, Strategic Planning, Process Improvement, Analysis
Education
Northwestern University 2013 — 2015
Master of Arts (M.A.), Public Policy and Administration, 3.93
University of Illinois at Urbana-Champaign 2004 — 2008
BA, Economics
Alex Lapson's Northern Trust Experience March 2012 - December 2012
Job Director Program Management, Business Management and Program management consultant
Industry Information Technology and Services
Experience
HGT Consulting September 2014 - Present
The Vitality Group Inc. October 2014 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas December 2012 - October 2014
Northern Trust March 2012 - December 2012
Blue Cross/Blue Shield (HCSC) 2007 - February 2012
MindCite 2004 - December 2011
Skills
Program Management, Budget Management, Business Strategy, Team Building, Strategic Planning, Mentoring, Vendor Management, Change Management, Business Intelligence, Leadership, Budgets, Business Process..., Business Analysis, Process Improvement, Cross-functional Team..., SDLC, IT Strategy, Project Planning, PMO
Education
Northwestern University - Kellogg School of Management 1991 — 1995
MBA, Marketing, International Marketing
HGT Consulting September 2014 - Present
The Vitality Group Inc. October 2014 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas December 2012 - October 2014
Northern Trust March 2012 - December 2012
Blue Cross/Blue Shield (HCSC) 2007 - February 2012
MindCite 2004 - December 2011
Skills
Program Management, Budget Management, Business Strategy, Team Building, Strategic Planning, Mentoring, Vendor Management, Change Management, Business Intelligence, Leadership, Budgets, Business Process..., Business Analysis, Process Improvement, Cross-functional Team..., SDLC, IT Strategy, Project Planning, PMO
Education
Northwestern University - Kellogg School of Management 1991 — 1995
MBA, Marketing, International Marketing
Paula Niemczyk's Northern Trust Experience October 2010 - May 2011
Job Director, Work Force Automation at Comcast
Industry Telecommunications
Experience
Comcast February 2013 - Present
Comcast May 2011 - Present
Northern Trust October 2010 - May 2011
Aircell March 2007 - July 2010
Kingdom Class Group 2004 - 2007
TDC 2002 - 2004
SBC 1988 - 2004
SBC International 1998 - 2000
Cellular One 1992 - 1995
Skills
Vendor Management, ERP, Billing, Team Leadership, Program Management, Outstanding Customer..., Call Center, Call Routing, Data Warehousing, SharePoint, Collections Management, Budget Development, Budget Management, Sales Management, International Business, Employee Development, Visionary, ITIL Foundations, Leadership Development, Employee Management, ITIL, Customer Service, Call Centers, Quality Assurance, Budgets, Invoicing, Telecommunications, Project Management, Management, Analysis, CRM, Leadership, Process Improvement, Recruiting, Training, Business Analysis, Business Process..., SDLC, Cross-functional Team..., Outsourcing, Integration, Start-ups, Strategy, Wireless, Customer Support, IT Project & Program..., Information Technology, System Automation
Education
Northwestern University 2012 — 2017
Master of Science, Information Systems
Regent University
MBA & International Certification, Business Adminstration and International Certificate
Streamwood High School
Streamwood High School
University of Phoenix
Bachelors, Business Administration
Comcast February 2013 - Present
Comcast May 2011 - Present
Northern Trust October 2010 - May 2011
Aircell March 2007 - July 2010
Kingdom Class Group 2004 - 2007
TDC 2002 - 2004
SBC 1988 - 2004
SBC International 1998 - 2000
Cellular One 1992 - 1995
Skills
Vendor Management, ERP, Billing, Team Leadership, Program Management, Outstanding Customer..., Call Center, Call Routing, Data Warehousing, SharePoint, Collections Management, Budget Development, Budget Management, Sales Management, International Business, Employee Development, Visionary, ITIL Foundations, Leadership Development, Employee Management, ITIL, Customer Service, Call Centers, Quality Assurance, Budgets, Invoicing, Telecommunications, Project Management, Management, Analysis, CRM, Leadership, Process Improvement, Recruiting, Training, Business Analysis, Business Process..., SDLC, Cross-functional Team..., Outsourcing, Integration, Start-ups, Strategy, Wireless, Customer Support, IT Project & Program..., Information Technology, System Automation
Education
Northwestern University 2012 — 2017
Master of Science, Information Systems
Regent University
MBA & International Certification, Business Adminstration and International Certificate
Streamwood High School
Streamwood High School
University of Phoenix
Bachelors, Business Administration
Lynn Nucci's Northern Trust Experience 1989 - 1995
Job Client Relationship Manager
Industry Financial Services
Experience
Heritage Financial Consultants, LLC February 2006 - Present
T. Rowe Price 1995 - 2005
Northern Trust 1989 - 1995
Education
Northwestern University - Kellogg School of Management 1988 — 1991
MM, Marketing, Finance
Purdue University - Krannert School of Management 1981 — 1984
BS, Management, Accounting
Heritage Financial Consultants, LLC February 2006 - Present
T. Rowe Price 1995 - 2005
Northern Trust 1989 - 1995
Education
Northwestern University - Kellogg School of Management 1988 — 1991
MM, Marketing, Finance
Purdue University - Krannert School of Management 1981 — 1984
BS, Management, Accounting
Daniel Denys's Northern Trust Experience 1989 - 1997
Job Owner, Austin Meade
Industry Financial Services
Experience
Austin Meade October 1997 - Present
Northern Trust 1989 - 1997
West Suburban Mass Transit District 1988 - 1996
Ferrand Jordan 1988 - 1989
DMG Maximus 1985 - 1989
KPMG 1977 - 1985
Skills
Strategic Planning, Investments, Financial Analysis, Budgets, Due Diligence, New Business Development, Business Strategy, Banking, Risk Management, Mergers & Acquisitions, Strategic Financial..., Business Planning, Contract Negotiation, Finance, Public Speaking
Education
Northwestern University - Kellogg School of Management 1986 — 1987
MBA
Valparaiso University 1973 — 1977
Bachelor of Business Administration (B.B.A.), Accounting
Reavis
Austin Meade October 1997 - Present
Northern Trust 1989 - 1997
West Suburban Mass Transit District 1988 - 1996
Ferrand Jordan 1988 - 1989
DMG Maximus 1985 - 1989
KPMG 1977 - 1985
Skills
Strategic Planning, Investments, Financial Analysis, Budgets, Due Diligence, New Business Development, Business Strategy, Banking, Risk Management, Mergers & Acquisitions, Strategic Financial..., Business Planning, Contract Negotiation, Finance, Public Speaking
Education
Northwestern University - Kellogg School of Management 1986 — 1987
MBA
Valparaiso University 1973 — 1977
Bachelor of Business Administration (B.B.A.), Accounting
Reavis
Christopher Janssen's Northern Trust Experience July 1989 - January 1994
Job Managing Director at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps January 1994 - Present
Northern Trust July 1989 - January 1994
Skills
Investment Banking, Valuation, Fairness Opinions, Corporate Finance, Financial Modeling, Business Valuation
Education
Northwestern University - Kellogg School of Management 1992 — 1994
M.B.A., Finance and Marketing
Northwestern University 1985 — 1989
B.A., Economics
Duff & Phelps January 1994 - Present
Northern Trust July 1989 - January 1994
Skills
Investment Banking, Valuation, Fairness Opinions, Corporate Finance, Financial Modeling, Business Valuation
Education
Northwestern University - Kellogg School of Management 1992 — 1994
M.B.A., Finance and Marketing
Northwestern University 1985 — 1989
B.A., Economics
Karen Mulheron's Northern Trust Experience May 2007 - Present
Job Vice President, Manager, Tax Department at Northern Trust
Industry Banking
Experience
Northern Trust May 2007 - Present
Northern Trust May 1978 - Present
Skills
Financial Reporting, Accounting, Tax Reporting
Education
Northwestern University
Bachelor of Science (B.S.), Organization Behavior Studies
Northern Trust May 2007 - Present
Northern Trust May 1978 - Present
Skills
Financial Reporting, Accounting, Tax Reporting
Education
Northwestern University
Bachelor of Science (B.S.), Organization Behavior Studies
Eric Ferris's Northern Trust Experience 2011 - 2015
Job Investment Banking & Leveraged Finance Professional
Industry Investment Banking
Experience
Investment Banking & Leveraged Finance 1998 - Present
Northern Trust 2011 - 2015
Piton Advisors 2010 - 2011
GE Capital 2004 - 2009
CIBC World Markets 1998 - 2003
Skills
Financial Modeling, Investment Banking, Private Equity, Mergers & Acquisitions, Due Diligence, Loan Origination, Financial Analysis, Leveraged Finance, Financial Structuring, Finance, Negotiation, Origination, Structuring, Market Research, New Business Development, Sales Generation, Valuation, Corporate Finance, Microsoft Excel, Cognos
Education
Northwestern University - Kellogg School of Management
MBA
Trinity College-Hartford
BA
Investment Banking & Leveraged Finance 1998 - Present
Northern Trust 2011 - 2015
Piton Advisors 2010 - 2011
GE Capital 2004 - 2009
CIBC World Markets 1998 - 2003
Skills
Financial Modeling, Investment Banking, Private Equity, Mergers & Acquisitions, Due Diligence, Loan Origination, Financial Analysis, Leveraged Finance, Financial Structuring, Finance, Negotiation, Origination, Structuring, Market Research, New Business Development, Sales Generation, Valuation, Corporate Finance, Microsoft Excel, Cognos
Education
Northwestern University - Kellogg School of Management
MBA
Trinity College-Hartford
BA
Jean Costigan's Northern Trust Experience September 1990 - January 1998
Job Sales Representative at Kidwinks.com
Industry Marketing and Advertising
Experience
kidwinks.com Financial Services ConsultantKPMGJanuary 1998 - January 2000
Northern Trust September 1990 - January 1998
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MBA
kidwinks.com Financial Services ConsultantKPMGJanuary 1998 - January 2000
Northern Trust September 1990 - January 1998
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MBA
David Bolitho's Northern Trust Experience March 2006 - March 2014
Job Director Compensation at CUNA Mutual Group
Industry Banking
Experience
CUNA Mutual Group April 2014 - Present
Northern Trust March 2006 - March 2014
Hewitt Associates 2004 - 2006
JP Morgan Chase 1991 - 1999
Skills
Deferred Compensation, Incentive Programs, Executive Pay, HRIS, PeopleSoft, Talent Management, Benefits Administration, Succession Planning, Onboarding, Employee Benefits, Employee Engagement, Workforce Planning, Performance Management, HR Consulting, Human Resources, HR Transformation, Organizational Design, HR Policies, Mindfulness
Education
Northwestern University 1978 — 1981
BA, Art History
CUNA Mutual Group April 2014 - Present
Northern Trust March 2006 - March 2014
Hewitt Associates 2004 - 2006
JP Morgan Chase 1991 - 1999
Skills
Deferred Compensation, Incentive Programs, Executive Pay, HRIS, PeopleSoft, Talent Management, Benefits Administration, Succession Planning, Onboarding, Employee Benefits, Employee Engagement, Workforce Planning, Performance Management, HR Consulting, Human Resources, HR Transformation, Organizational Design, HR Policies, Mindfulness
Education
Northwestern University 1978 — 1981
BA, Art History
Jana Schreuder's Northern Trust Experience March 2011 - Present
Job Chief Operating Officer at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation September 2014 - Present
Northern Trust March 2011 - Present
Northern Trust October 2007 - March 2011
Northern Trust 2006 - 2007
Northern Trust 1980 - 2006
Skills
Management, Change Management, Risk Management, Financial Services, Strategic Leadership, P&L Accountability, Mentoring, Outsourcing, Investments, Investment Management, Strategy, Wealth Management, Strategic Financial..., Wealth Management..., CRM, Employee Benefits, Fiduciary Services, Asset Management, Financial Risk, Income Statement, Mergers & Acquisitions, Vendor Management, Program Management, Securities, Leadership, Banking, High Net Worth..., Thought Leadership, Private Banking, Credit, Alternative Investments, Mutual Funds, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1980 — 1983
Master of Business Administration (M.B.A.), Finance/marketing
Southern Methodist University 1976 — 1978
Bachelor of Business Administration (B.B.A.), Organizational Behavior Studies
Northern Trust Corporation September 2014 - Present
Northern Trust March 2011 - Present
Northern Trust October 2007 - March 2011
Northern Trust 2006 - 2007
Northern Trust 1980 - 2006
Skills
Management, Change Management, Risk Management, Financial Services, Strategic Leadership, P&L Accountability, Mentoring, Outsourcing, Investments, Investment Management, Strategy, Wealth Management, Strategic Financial..., Wealth Management..., CRM, Employee Benefits, Fiduciary Services, Asset Management, Financial Risk, Income Statement, Mergers & Acquisitions, Vendor Management, Program Management, Securities, Leadership, Banking, High Net Worth..., Thought Leadership, Private Banking, Credit, Alternative Investments, Mutual Funds, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1980 — 1983
Master of Business Administration (M.B.A.), Finance/marketing
Southern Methodist University 1976 — 1978
Bachelor of Business Administration (B.B.A.), Organizational Behavior Studies
Elena Kanagandram's Northern Trust Experience January 2000 - Present
Job Senior Compensation Consultant at Northern Trust
Industry Financial Services
Experience
Northern Trust January 2000 - Present
Northern Trust January 1998 - January 2000
Benefits Administrator January 1997 - January 1998
Skills
Microsoft Word, Microsoft Excel, PowerPoint, PeopleSoft
Education
Northwestern University
Bachelor of Science, Organization Behavior
Northwestern University
Bachelor of Science, Organizational Behavior
Northern Trust January 2000 - Present
Northern Trust January 1998 - January 2000
Benefits Administrator January 1997 - January 1998
Skills
Microsoft Word, Microsoft Excel, PowerPoint, PeopleSoft
Education
Northwestern University
Bachelor of Science, Organization Behavior
Northwestern University
Bachelor of Science, Organizational Behavior
Laurie McMahon's Northern Trust Experience 1986 - 2001
Job Community Volunteer and Finance Professional
Industry Philanthropy
Experience
The DuPage Community Foundation 2004 - 2012
Northern Trust 1986 - 2001
Education
Northwestern University
MBA, Finance
University of Notre Dame 1973 — 1977
BA, Economics
The DuPage Community Foundation 2004 - 2012
Northern Trust 1986 - 2001
Education
Northwestern University
MBA, Finance
University of Notre Dame 1973 — 1977
BA, Economics
Nora Mandel's Northern Trust Experience January 1997 - April 2012
Job Business Development Consultant at Zia Trust, Inc.
Industry Financial Services
Experience
ASU Osher Lifelong Learning Institute January 2014 - Present
Zia Trust, Inc. December 2012 - Present
Northern Trust January 1997 - April 2012
Northern Trust Company January 1997 - April 2012
lll January 1997 - April 2012
lll January 1993 - January 1997
First Interstate Bank of Arizona January 1967 - January 1997
lll January 1990 - January 1993
lll January 1983 - January 1990
Education
Northwestern University
ABA National Trust School
ASU Osher Lifelong Learning Institute January 2014 - Present
Zia Trust, Inc. December 2012 - Present
Northern Trust January 1997 - April 2012
Northern Trust Company January 1997 - April 2012
lll January 1997 - April 2012
lll January 1993 - January 1997
First Interstate Bank of Arizona January 1967 - January 1997
lll January 1990 - January 1993
lll January 1983 - January 1990
Education
Northwestern University
ABA National Trust School
Mary Blackett Randall's Northern Trust Experience 1977 - 1996
Job Consultant at University of Colorado Denver Business School
Industry Higher Education
Experience
University of Colorado Denver 2013 - Present
University of Colorado Denver Business School 2012 - Present
Millennium Bank 2001 - 2011
Northern Trust 1977 - 1996
Skills
Financial Analysis
Education
Northwestern University 1991 — 1993
Master of Business Administration (MBA)
Wells College 1973 — 1977
Bachelor of Arts (B.A.), Philosophy
University of Colorado Denver 2013 - Present
University of Colorado Denver Business School 2012 - Present
Millennium Bank 2001 - 2011
Northern Trust 1977 - 1996
Skills
Financial Analysis
Education
Northwestern University 1991 — 1993
Master of Business Administration (MBA)
Wells College 1973 — 1977
Bachelor of Arts (B.A.), Philosophy
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.