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
Scott O. Middleton, CFA, CIMA Scott O. Middleton, CFA, CIMA's Northern Trust Experience 1999 - 2006
Job Senior Investment Consultant at Innovest Portfolio Solutions
Industry Financial Services
Experience
Innovest Portfolio Solutions 2006 - Present
Northern Trust 1999 - 2006
Education
Oral Roberts University
History
Innovest Portfolio Solutions 2006 - Present
Northern Trust 1999 - 2006
Education
Oral Roberts University
History
Jeffrey Kravetz, CFA Jeffrey Kravetz, CFA's Northern Trust Experience August 2002 - August 2005
Job Regional Investment Director, U.S. Bank Private Client Reserve
Industry Investment Management
Experience
U.S. Bank July 2013 - Present
JPMorgan September 2005 - July 2013
Northern Trust August 2002 - August 2005
Arthur Anderson Financial Advisors December 2000 - July 2002
JPMorgan Chase July 1998 - November 2000
JPMorgan Chase March 1996 - June 1998
JPMorgan Chase October 1993 - February 1996
JPMorgan Chase August 1992 - September 1993
Education
Thunderbird School of Global Management 1988 — 1989
Master of International Management, International Finance
Occidental College 1981 — 1985
Bachelor of Arts, Political Science and Rhetoric
U.S. Bank July 2013 - Present
JPMorgan September 2005 - July 2013
Northern Trust August 2002 - August 2005
Arthur Anderson Financial Advisors December 2000 - July 2002
JPMorgan Chase July 1998 - November 2000
JPMorgan Chase March 1996 - June 1998
JPMorgan Chase October 1993 - February 1996
JPMorgan Chase August 1992 - September 1993
Education
Thunderbird School of Global Management 1988 — 1989
Master of International Management, International Finance
Occidental College 1981 — 1985
Bachelor of Arts, Political Science and Rhetoric
Ravi Kumar Kallepu Ravi Kumar Kallepu's Northern Trust Experience 2010 - Present
Job Associate at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions May 2010 - Present
Northern Trust 2010 - Present
JPMorgan Chase September 2008 - August 2010
Cognizant Technology Solutions January 2006 - September 2008
Skills
PL/SQL, Oracle, Core Java, SQL, HTML, Data Warehousing, Datastage 8.1, Rochade, Metadata Management, Performance Tuning, Datastage, SQL Tuning, Agile Methodologies, Shell Scripting, Unix Shell Scripting, DataStage
Education
Osmania University 2002 — 2005
MCA, Computer Science
Cognizant Technology Solutions May 2010 - Present
Northern Trust 2010 - Present
JPMorgan Chase September 2008 - August 2010
Cognizant Technology Solutions January 2006 - September 2008
Skills
PL/SQL, Oracle, Core Java, SQL, HTML, Data Warehousing, Datastage 8.1, Rochade, Metadata Management, Performance Tuning, Datastage, SQL Tuning, Agile Methodologies, Shell Scripting, Unix Shell Scripting, DataStage
Education
Osmania University 2002 — 2005
MCA, Computer Science
Marie Jorajuria Marie Jorajuria's Northern Trust Experience 1995 - 1997
Job Head of Finance & Compliance at Equilibrium Capital Group
Industry Financial Services
Experience
Equilibrium Capital Group February 2012 - Present
Compliance Assist January 2003 - Present
The Women's Venture Capital Fund 2012 - 2014
KQED January 2008 - December 2013
Wealthfront Brokerage Corporation March 2010 - January 2012
Merlin Securities April 2005 - December 2008
Shoreline Pacific September 1999 - December 2004
Maier & Siebel January 1998 - August 1999
Northern Trust 1995 - 1997
Bain & Company 1987 - 1989
Education
UC Berkeley 1984 — 1987
Economics, Finance and Economics
Princeton University 1986 — 1986
Fellowship, Economics
Santa Clara University 2008 — 2009
Certificate of Advanced Accounting Proficiency, Accounting
Equilibrium Capital Group February 2012 - Present
Compliance Assist January 2003 - Present
The Women's Venture Capital Fund 2012 - 2014
KQED January 2008 - December 2013
Wealthfront Brokerage Corporation March 2010 - January 2012
Merlin Securities April 2005 - December 2008
Shoreline Pacific September 1999 - December 2004
Maier & Siebel January 1998 - August 1999
Northern Trust 1995 - 1997
Bain & Company 1987 - 1989
Education
UC Berkeley 1984 — 1987
Economics, Finance and Economics
Princeton University 1986 — 1986
Fellowship, Economics
Santa Clara University 2008 — 2009
Certificate of Advanced Accounting Proficiency, Accounting
Lauren Ricketts Lauren Ricketts's Northern Trust Experience January 2008 - Present
Job Second Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust January 2008 - Present
Education
Pace University - Lubin School of Business 2010 — 2015
Master of Business Administration (M.B.A.), Strategic Management
State University of New York at New Paltz
Bachelor of Science (B.S.), Finance, General
Northern Trust January 2008 - Present
Education
Pace University - Lubin School of Business 2010 — 2015
Master of Business Administration (M.B.A.), Strategic Management
State University of New York at New Paltz
Bachelor of Science (B.S.), Finance, General
Shellee Spagnoletto Shellee Spagnoletto's Northern Trust Experience April 2005 - August 2014
Job Director of Private Banking, SVP at Fidelity Bank
Industry Financial Services
Experience
Fidelity Bank August 2014 - Present
Northern Trust April 2005 - August 2014
SouthTrust Bank 2002 - April 2005
Wachovia 1995 - 2002
Chase Manhattan (Chase Bank of Florida) 1985 - 1995
Skills
Relationship Management, Certified Financial..., Securities Licensed, Credit, Banking, Underwriting, Investments, Financial Planning, Wealth Management, Cash Management, Loans, New Business Development, Securities, Strategic Financial..., Business Development, Private Banking, Leadership, Portfolio Management, Asset Management, High Net Worth..., Financial Services, Management, Series 7, Small Business, Commercial Lending, Wealth Management..., Asset Allocation, Investment Advisory, Retirement Planning, Investment Management, Mutual Funds, Estate Planning
Education
Oglethorpe University 2000 — 2001
Certified Financial Planner™, Financial Planning and Services
University of South Florida 1985 — 1989
B.S., Business Management
Cypress Lake 1976 — 1982
Fidelity Bank August 2014 - Present
Northern Trust April 2005 - August 2014
SouthTrust Bank 2002 - April 2005
Wachovia 1995 - 2002
Chase Manhattan (Chase Bank of Florida) 1985 - 1995
Skills
Relationship Management, Certified Financial..., Securities Licensed, Credit, Banking, Underwriting, Investments, Financial Planning, Wealth Management, Cash Management, Loans, New Business Development, Securities, Strategic Financial..., Business Development, Private Banking, Leadership, Portfolio Management, Asset Management, High Net Worth..., Financial Services, Management, Series 7, Small Business, Commercial Lending, Wealth Management..., Asset Allocation, Investment Advisory, Retirement Planning, Investment Management, Mutual Funds, Estate Planning
Education
Oglethorpe University 2000 — 2001
Certified Financial Planner™, Financial Planning and Services
University of South Florida 1985 — 1989
B.S., Business Management
Cypress Lake 1976 — 1982
Owen Meacham Owen Meacham's Northern Trust Experience September 2007 - Present
Job SVP/Managing Attorney at Northern Trust
Industry Investment Management
Experience
Northern Trust September 2007 - Present
ABN AMRO April 2005 - September 2007
Deutsche Asset Management 2003 - 2004
BISYS Fund Services January 2002 - November 2003
Fidelity Investments June 1999 - January 2002
Skills
Mutual Funds, 1940 Act, Securities Regulation, Asset Management, Regulatory Compliance, Securities, Product Development, Equities, Investments, Financial Services, Due Diligence, Sales, Budget Management, RFP, ERISA, Contract Negotiation, Sarbanes-Oxley Act, Board Governance, Proxy Statements, Hedge Funds, Asset Managment
Education
Suffolk University Law School 1995 — 1998
Doctor of Law (JD)
Providence College 1989 — 1993
B.S., Business Administration
Northern Trust September 2007 - Present
ABN AMRO April 2005 - September 2007
Deutsche Asset Management 2003 - 2004
BISYS Fund Services January 2002 - November 2003
Fidelity Investments June 1999 - January 2002
Skills
Mutual Funds, 1940 Act, Securities Regulation, Asset Management, Regulatory Compliance, Securities, Product Development, Equities, Investments, Financial Services, Due Diligence, Sales, Budget Management, RFP, ERISA, Contract Negotiation, Sarbanes-Oxley Act, Board Governance, Proxy Statements, Hedge Funds, Asset Managment
Education
Suffolk University Law School 1995 — 1998
Doctor of Law (JD)
Providence College 1989 — 1993
B.S., Business Administration
Travis Tansel Travis Tansel's Northern Trust Experience December 2011 - Present
Job Corporate Actions at Northern Trust
Industry Financial Services
Experience
Northern Trust December 2011 - Present
Custom House Fund Services (Ireland) Limited November 2010 - December 2011
Citi December 2008 - January 2011
Citi October 2007 - December 2008
Skills
Analysis, Bloomberg, Hedge Funds, Mutual Funds, Account Reconciliation, Customer Service, Corporate Actions, Pricing, Financial Analysis, Middle Office, Accounting, Fund Accounting, Microsoft Office, Bloomberg Terminal, Outlook, Back Office, Finance, Fund Administration
Education
Ohio University 2003 — 2006
Bachelor of Business Administration, Finance
Northern Trust December 2011 - Present
Custom House Fund Services (Ireland) Limited November 2010 - December 2011
Citi December 2008 - January 2011
Citi October 2007 - December 2008
Skills
Analysis, Bloomberg, Hedge Funds, Mutual Funds, Account Reconciliation, Customer Service, Corporate Actions, Pricing, Financial Analysis, Middle Office, Accounting, Fund Accounting, Microsoft Office, Bloomberg Terminal, Outlook, Back Office, Finance, Fund Administration
Education
Ohio University 2003 — 2006
Bachelor of Business Administration, Finance
Gina Sabean Gina Sabean's Northern Trust Experience September 1998 - September 2013
Job Vice President, Senior Wealth Management Banker
Industry Banking
Experience
PNC Wealth Management September 2013 - Present
Northern Trust September 1998 - September 2013
Wells Fargo January 1988 - September 1998
Bank of America November 1985 - January 1988
Skills
Private Banking, Private Client Services, Revolving Lines of..., Commercial Lending, Residential Mortgages, Home Equity Lines of..., Integrity, Mentoring, Fundraising, Non-profit Volunteer, Banking, Relationship Management, Consumer Lending, Finance, Private Clients, Small Business Lending, Leadership, Asset Management, Wealth Management, Credit, Lines Of Credit, Mortgage Lending, Commercial Mortgages, Wealth Management..., Commercial Banking, Portfolio Management, Trust Services
Education
Palm Beach Atlantic University
Bachelor's Degree
PNC Wealth Management September 2013 - Present
Northern Trust September 1998 - September 2013
Wells Fargo January 1988 - September 1998
Bank of America November 1985 - January 1988
Skills
Private Banking, Private Client Services, Revolving Lines of..., Commercial Lending, Residential Mortgages, Home Equity Lines of..., Integrity, Mentoring, Fundraising, Non-profit Volunteer, Banking, Relationship Management, Consumer Lending, Finance, Private Clients, Small Business Lending, Leadership, Asset Management, Wealth Management, Credit, Lines Of Credit, Mortgage Lending, Commercial Mortgages, Wealth Management..., Commercial Banking, Portfolio Management, Trust Services
Education
Palm Beach Atlantic University
Bachelor's Degree
Jonathan (Jon) Villanueva Jonathan (Jon) Villanueva's Northern Trust Experience December 2012 - January 2015
Job Director of Recruiting at Chicago Search Group Inc
Industry Accounting
Experience
Chicago Search Group Inc July 2015 - Present
Randstad USA January 2015 - July 2015
Northern Trust December 2012 - January 2015
Arthur J. Gallagher & Co. July 2011 - December 2012
McGladrey & Pullen September 2007 - July 2011
United States Marine Corps December 1997 - December 2002
Skills
Auditing, Internal Audit, Financial Reporting, CPA, Internal Controls, Sarbanes-Oxley Act, US GAAP, GAAP, Training, Finance, Accounting, Enterprise Risk..., Financial Audits, Operational Audits, Government Auditing, Financial Services..., Not-For-Profit Auditing, Risk Assessment, Networking, Coaching, Job Matching, Financial Analysis, Financial Accounting, Microsoft Excel, Microsoft Office, Recruiting, Process Improvement, Leadership, Management, Financial Statements
Education
University of Illinois at Chicago 2005 — 2007
Bachelor of Science (BS), Accounting
Oakton Community College 2003 — 2005
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Chicago Search Group Inc July 2015 - Present
Randstad USA January 2015 - July 2015
Northern Trust December 2012 - January 2015
Arthur J. Gallagher & Co. July 2011 - December 2012
McGladrey & Pullen September 2007 - July 2011
United States Marine Corps December 1997 - December 2002
Skills
Auditing, Internal Audit, Financial Reporting, CPA, Internal Controls, Sarbanes-Oxley Act, US GAAP, GAAP, Training, Finance, Accounting, Enterprise Risk..., Financial Audits, Operational Audits, Government Auditing, Financial Services..., Not-For-Profit Auditing, Risk Assessment, Networking, Coaching, Job Matching, Financial Analysis, Financial Accounting, Microsoft Excel, Microsoft Office, Recruiting, Process Improvement, Leadership, Management, Financial Statements
Education
University of Illinois at Chicago 2005 — 2007
Bachelor of Science (BS), Accounting
Oakton Community College 2003 — 2005
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Abigail Wood's Northern Trust Experience August 2010 - February 2012
Job Enterprise Sales Coordinator at Yext
Industry Internet
Experience
Yext August 2014 - Present
Northern Trust Asset Management March 2012 - February 2014
Northern Trust August 2010 - February 2012
Skills
Geomarketing, Microsoft Excel, PowerPoint, Bloomberg, Salesforce.com, Financial Analysis, Social Media Marketing, Social Media, ETFs, Sales, Financial Modeling, Morningstar Direct, Digital Presence..., Strategy
Education
Princeton University 2005 — 2010
B.A., U.S. History
Yext August 2014 - Present
Northern Trust Asset Management March 2012 - February 2014
Northern Trust August 2010 - February 2012
Skills
Geomarketing, Microsoft Excel, PowerPoint, Bloomberg, Salesforce.com, Financial Analysis, Social Media Marketing, Social Media, ETFs, Sales, Financial Modeling, Morningstar Direct, Digital Presence..., Strategy
Education
Princeton University 2005 — 2010
B.A., U.S. History
Lyndi Sprietsma Lyndi Sprietsma's Northern Trust Experience 1978 - 2006
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
College of DuPage 2006 - 2012
Northern Trust 1978 - 2006
Skills
Dreamweaver, Java, Marketing Communications, JavaScript, SAS, Data Analysis, Microsoft Office, Public Speaking, Community Outreach, VBA, SQL, Analysis, Visio, Microsoft Excel
Education
Northwestern University - Kellogg School of Management
MBA, Finance
University of Illinois at Urbana-Champaign
bachelor's science, math
College of DuPage 2006 - 2012
Northern Trust 1978 - 2006
Skills
Dreamweaver, Java, Marketing Communications, JavaScript, SAS, Data Analysis, Microsoft Office, Public Speaking, Community Outreach, VBA, SQL, Analysis, Visio, Microsoft Excel
Education
Northwestern University - Kellogg School of Management
MBA, Finance
University of Illinois at Urbana-Champaign
bachelor's science, math
Morgan Forsythe Morgan Forsythe's Northern Trust Experience December 2012 - June 2013
Job Business Intelligence Lead at Datamyx
Industry Information Technology and Services
Experience
Datamyx November 2014 - Present
Datamyx June 2013 - November 2014
Northern Trust December 2012 - June 2013
Northern Trust May 2010 - December 2012
Northern Trust August 2008 - May 2010
Weiss Capital Management January 2006 - August 2008
Thomas Gaitens and Co 2004 - 2005
Skills
Financial Analysis, Investments, Financial Reporting, Risk Management, Business Analysis, Finance, Access, Microsoft Excel, Process Improvement, Data Analysis, Advent, Visio, Problem Solving, Research, Bloomberg, Investment Management, Management, Analysis, Financial Services, Leadership, Financial Markets, SQL, Account Reconciliation, Mutual Funds, Corporate Actions, Program Management, Requirements Gathering, Analytics
Education
Nova Southeastern University 2012 — 2014
Master of Business Administration (MBA), Business Intelligence/Analytics
University of Pittsburgh 2000 — 2004
Bachelor of Science (BS), Accounting
Datamyx November 2014 - Present
Datamyx June 2013 - November 2014
Northern Trust December 2012 - June 2013
Northern Trust May 2010 - December 2012
Northern Trust August 2008 - May 2010
Weiss Capital Management January 2006 - August 2008
Thomas Gaitens and Co 2004 - 2005
Skills
Financial Analysis, Investments, Financial Reporting, Risk Management, Business Analysis, Finance, Access, Microsoft Excel, Process Improvement, Data Analysis, Advent, Visio, Problem Solving, Research, Bloomberg, Investment Management, Management, Analysis, Financial Services, Leadership, Financial Markets, SQL, Account Reconciliation, Mutual Funds, Corporate Actions, Program Management, Requirements Gathering, Analytics
Education
Nova Southeastern University 2012 — 2014
Master of Business Administration (MBA), Business Intelligence/Analytics
University of Pittsburgh 2000 — 2004
Bachelor of Science (BS), Accounting
Phedra Remarais Phedra Remarais's Northern Trust Experience August 1999 - May 2004
Job Learning & Development, Banking Professional, and NonProfit Executive
Industry Professional Training & Coaching
Experience
Digital Risk, LLC April 2012 - October 2014
Fondation Etre Ayisyen September 2010 - November 2011
BNY Mellon May 2005 - September 2010
Konbit for Haiti January 2010 - June 2010
Northern Trust August 1999 - May 2004
First Union National Bank June 1994 - September 1999
Skills
Capacity Building, Teaching, Team Leadership, Problem Solving, Process Improvement, Proposal Writing, Program Facilitation, Entrepreneurship..., Mentoring, Non-profits, Portfolio Management, Compliance, New Business Development, Business Development, Nonprofits, Entrepreneurship, Fundraising, CRM, Strategic Planning, Management, Leadership, Training, Organizational..., Staff Development
Education
Nova Southeastern University 2005 — 2009
Master of Science, Conflict Resolution
Saint John's University 1989 — 1994
Bachelor of Science, Economics
Digital Risk, LLC April 2012 - October 2014
Fondation Etre Ayisyen September 2010 - November 2011
BNY Mellon May 2005 - September 2010
Konbit for Haiti January 2010 - June 2010
Northern Trust August 1999 - May 2004
First Union National Bank June 1994 - September 1999
Skills
Capacity Building, Teaching, Team Leadership, Problem Solving, Process Improvement, Proposal Writing, Program Facilitation, Entrepreneurship..., Mentoring, Non-profits, Portfolio Management, Compliance, New Business Development, Business Development, Nonprofits, Entrepreneurship, Fundraising, CRM, Strategic Planning, Management, Leadership, Training, Organizational..., Staff Development
Education
Nova Southeastern University 2005 — 2009
Master of Science, Conflict Resolution
Saint John's University 1989 — 1994
Bachelor of Science, Economics
Julie Karnavas Julie Karnavas's Northern Trust Experience October 1987 - May 1995
Job Director of Portfolio Management
Industry Investment Management
Experience
Pennsylvania Trust February 2014 - Present
ALS Association Greater P February 2012 - Present
Glenmede June 1995 - February 2014
Northern Trust October 1987 - May 1995
Skills
Portfolio Management, Asset Allocation, Management, Alternative Investments, Hedge Funds, Asset Management, Equities, Wealth Management, Investment Management, Fixed Income, Asset Managment, Investment Strategies, High Net Worth..., Investments, ETFs, Endowments, Finance, Investment Advisory, Process Improvement
Education
Ohio Wesleyan University 1983 — 1987
Bachelor of Arts, Politics and Government; French
Springside 1969 — 1983
Pennsylvania Trust February 2014 - Present
ALS Association Greater P February 2012 - Present
Glenmede June 1995 - February 2014
Northern Trust October 1987 - May 1995
Skills
Portfolio Management, Asset Allocation, Management, Alternative Investments, Hedge Funds, Asset Management, Equities, Wealth Management, Investment Management, Fixed Income, Asset Managment, Investment Strategies, High Net Worth..., Investments, ETFs, Endowments, Finance, Investment Advisory, Process Improvement
Education
Ohio Wesleyan University 1983 — 1987
Bachelor of Arts, Politics and Government; French
Springside 1969 — 1983
Mario Norori Mario Norori's Northern Trust Experience 2000 - 2005
Job Accounting Professional
Industry Accounting
Experience
BankUnited 2010 - 2012
Mercantile Bank 2009 - 2010
Colonial Bank 2007 - 2009
Merrill Lynch 2005 - 2007
Northern Trust 2000 - 2005
Skills
Business Development, Member of AICPA, Finance, Due Diligence, Financial Analysis, Accounting, SEC filings, Tax, Cash Management, US GAAP, Financial Accounting
Education
Nova Southeastern University 2011 — 2013
Master of Accounting, Accounting
University of Florida 1994 — 1999
BankUnited 2010 - 2012
Mercantile Bank 2009 - 2010
Colonial Bank 2007 - 2009
Merrill Lynch 2005 - 2007
Northern Trust 2000 - 2005
Skills
Business Development, Member of AICPA, Finance, Due Diligence, Financial Analysis, Accounting, SEC filings, Tax, Cash Management, US GAAP, Financial Accounting
Education
Nova Southeastern University 2011 — 2013
Master of Accounting, Accounting
University of Florida 1994 — 1999
Keith O'Hara, MBA, CMR's Northern Trust Experience February 1998 - January 2005
Job Regional Account Manager
Industry Pharmaceuticals
Experience
Relypsa April 2015 - Present
Salix Pharmaceuticals April 2014 - April 2015
Aptalis January 2013 - March 2014
Aptalis September 2006 - January 2013
JP Morgan Chase August 2005 - September 2006
Merrill Lynch January 2005 - August 2005
Northern Trust February 1998 - January 2005
Sealmaster Bearings August 1997 - January 1998
Skills
Securities, Equities, Financial Analysis, Pharmaceutical Sales, Sales Operations, Sales, Market Access, Managed Care, Product Development, Pharmaceutical Industry, Product Launch, Competitive Analysis, Gastroenterology, Sales Effectiveness, Cross-functional Team..., Market Analysis, Account Management, Healthcare, Diabetes
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1995 — 1997
MBA, Finance
University of Tennessee-Knoxville 1991 — 1995
BS, Mechanical Engineering
Farragut High School 1987 — 1991
Honors Diploma
Relypsa April 2015 - Present
Salix Pharmaceuticals April 2014 - April 2015
Aptalis January 2013 - March 2014
Aptalis September 2006 - January 2013
JP Morgan Chase August 2005 - September 2006
Merrill Lynch January 2005 - August 2005
Northern Trust February 1998 - January 2005
Sealmaster Bearings August 1997 - January 1998
Skills
Securities, Equities, Financial Analysis, Pharmaceutical Sales, Sales Operations, Sales, Market Access, Managed Care, Product Development, Pharmaceutical Industry, Product Launch, Competitive Analysis, Gastroenterology, Sales Effectiveness, Cross-functional Team..., Market Analysis, Account Management, Healthcare, Diabetes
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1995 — 1997
MBA, Finance
University of Tennessee-Knoxville 1991 — 1995
BS, Mechanical Engineering
Farragut High School 1987 — 1991
Honors Diploma
Gail Kepley Gail Kepley's Northern Trust Experience 2001 - Present
Job Senior Vice President & Global Head of Product Development Investment Risk & Analytical Services
Industry Financial Services
Experience
Northern Trust 2001 - Present
Northern Trust 2001 - 2013
Education
Purdue University
Bachelor's degree, Mathematics
Purdue University - Krannert School of Management
Bachelor's degree, Industrial Management
University of Tennessee-Knoxville
Master of Business Administration (M.B.A.), Management Sciences and Quantitative Methods
Northern Trust 2001 - Present
Northern Trust 2001 - 2013
Education
Purdue University
Bachelor's degree, Mathematics
Purdue University - Krannert School of Management
Bachelor's degree, Industrial Management
University of Tennessee-Knoxville
Master of Business Administration (M.B.A.), Management Sciences and Quantitative Methods
Jamie Henderson's Northern Trust Experience February 2011 - December 2011
Job Business Process Engineer at JLL
Industry Management Consulting
Experience
JLL September 2015 - Present
Right Side of the Curve January 2012 - Present
Brighton Management Systems May 2000 - Present
HSBC November 2013 - August 2015
PNC Mortgage 2012 - October 2013
Ceridian April 2012 - August 2012
Northern Trust February 2011 - December 2011
Best Year Yet November 2004 - June 2011
MultiPlan August 2010 - February 2011
CNA Insurance December 2009 - April 2010
Skills
Business Process..., Strategy, Change Management, Project Management, Leadership, Cross-functional Team..., Process Improvement, Visio, Management Consulting, Management, Process Engineering, Training, Business Process, Consulting, Executive Management, Program Management, Business Process Mapping, Start-ups, Analysis, Workshop Facilitation, MS Project, Business Analysis, Business Transformation, Performance Management, Team Building, Performance Improvement, Business Process Design, Process Optimization, Organizational..., Executive Coaching, Productivity Improvement, Business Strategy, Entrepreneurship, Procedure Design, Leadership Development, Operations Management, Process Mapping, Workshops, Coaching, SIPOC, Program Facilitation, Voice of the Customer, Process Modeling, Project Execution, Personal Development, Business Planning, Talent Management, Leading Cross..., Cost Reduction, Workshop Delivery
Education
Purdue University 1979 — 1983
BA, Agriculture
Landmark Education
The Landmark Education Cirriculum for Living
Project Management Institute
PMP, Project Management
Corporate Coach U 2003 — 2005
Executive Coach, Corporate Coaching
JLL September 2015 - Present
Right Side of the Curve January 2012 - Present
Brighton Management Systems May 2000 - Present
HSBC November 2013 - August 2015
PNC Mortgage 2012 - October 2013
Ceridian April 2012 - August 2012
Northern Trust February 2011 - December 2011
Best Year Yet November 2004 - June 2011
MultiPlan August 2010 - February 2011
CNA Insurance December 2009 - April 2010
Skills
Business Process..., Strategy, Change Management, Project Management, Leadership, Cross-functional Team..., Process Improvement, Visio, Management Consulting, Management, Process Engineering, Training, Business Process, Consulting, Executive Management, Program Management, Business Process Mapping, Start-ups, Analysis, Workshop Facilitation, MS Project, Business Analysis, Business Transformation, Performance Management, Team Building, Performance Improvement, Business Process Design, Process Optimization, Organizational..., Executive Coaching, Productivity Improvement, Business Strategy, Entrepreneurship, Procedure Design, Leadership Development, Operations Management, Process Mapping, Workshops, Coaching, SIPOC, Program Facilitation, Voice of the Customer, Process Modeling, Project Execution, Personal Development, Business Planning, Talent Management, Leading Cross..., Cost Reduction, Workshop Delivery
Education
Purdue University 1979 — 1983
BA, Agriculture
Landmark Education
The Landmark Education Cirriculum for Living
Project Management Institute
PMP, Project Management
Corporate Coach U 2003 — 2005
Executive Coach, Corporate Coaching
Josh Gilbert Josh Gilbert's Northern Trust Experience November 2007 - August 2014
Job Regional DirectorRegistered Investment Advisors at BMO Global Asset Management
Industry Financial Services
Experience
BMO Global Asset Management August 2014 - Present
Northern Trust November 2007 - August 2014
ABN AMRO/LaSalle Bank November 2006 - November 2007
Skew Trading Capital August 2003 - October 2006
Education
Northwestern University - Kellogg School of Management 2009 — 2012
MBA, Finance & Managerial Leadership
University of Michigan 1999 — 2003
Science; Bachelor of Arts Degree, Arts; Economics; Liberal Arts curriculum with pre; business emphasis
BMO Global Asset Management August 2014 - Present
Northern Trust November 2007 - August 2014
ABN AMRO/LaSalle Bank November 2006 - November 2007
Skew Trading Capital August 2003 - October 2006
Education
Northwestern University - Kellogg School of Management 2009 — 2012
MBA, Finance & Managerial Leadership
University of Michigan 1999 — 2003
Science; Bachelor of Arts Degree, Arts; Economics; Liberal Arts curriculum with pre; business emphasis
Janice F. Miners Janice F. Miners's Northern Trust Experience 2007 - 2008
Job Public Relations & Fiduciary Specialist at Older Adult Care Management/IOA
Industry Hospital & Health Care
Experience
Pathways Home Health & Hospice October 2010 - January 2011
Older Adult Care Management/IOA January 2010 - June 2010
Northern Trust 2007 - 2008
Prometheus Real Estate Group 2006 - 2007
JP Morgan Chase 1999 - 2006
Wells Fargo Home Mortgage 1998 - 1999
City of Palo Alto 1997 - 1998
Lockheed Martin 1990 - 1997
United Technologies 1989 - 1990
Philips Semiconductor 1983 - 1989
Education
San Francisco State University 2009 — 2011
MA, Gerontology
Foothill College 2008 — 2009
Certificate, Gerontology
St. Mary's College of California 1991 — 1993
MS, Procurement and Contract Management
Santa Clara University - Leavey School of Business 1979 — 1981
MBA, Finance
Occidental College
MA, Diplomacy and World Affiars
University of California, Berkeley
B. A., History
Pathways Home Health & Hospice October 2010 - January 2011
Older Adult Care Management/IOA January 2010 - June 2010
Northern Trust 2007 - 2008
Prometheus Real Estate Group 2006 - 2007
JP Morgan Chase 1999 - 2006
Wells Fargo Home Mortgage 1998 - 1999
City of Palo Alto 1997 - 1998
Lockheed Martin 1990 - 1997
United Technologies 1989 - 1990
Philips Semiconductor 1983 - 1989
Education
San Francisco State University 2009 — 2011
MA, Gerontology
Foothill College 2008 — 2009
Certificate, Gerontology
St. Mary's College of California 1991 — 1993
MS, Procurement and Contract Management
Santa Clara University - Leavey School of Business 1979 — 1981
MBA, Finance
Occidental College
MA, Diplomacy and World Affiars
University of California, Berkeley
B. A., History
Valerie Trottier's Northern Trust Experience August 1987 - Present
Job Manager of Client Services, Foundation & Institutional Advisors
Industry Financial Services
Experience
Northern Trust August 1987 - Present
Skills
Foundations, Endowments, Planned Giving, Healthcare, Tax-Exempt Organizations, ERISA Qualified Plans, Welfare Benefits, Investment Advisory, Non-Qualified Exec Comp, Insurance Pools, Investment Policy..., Tax-exempt, Financial Services, Asset Allocation, Welfare, CRM, ERISA, Pensions, Strategy, Financial Analysis, Investment Management
Education
Institute of Certified Bankers 1995 — 1996
CRSP, Retirement Services
Wharton School of Univ of Pennsylvania 1990 — 1994
CEBS, Benefits & Compensation
Oklahoma State University 1980 — 1984
BS, Business Marketing
Northern Trust August 1987 - Present
Skills
Foundations, Endowments, Planned Giving, Healthcare, Tax-Exempt Organizations, ERISA Qualified Plans, Welfare Benefits, Investment Advisory, Non-Qualified Exec Comp, Insurance Pools, Investment Policy..., Tax-exempt, Financial Services, Asset Allocation, Welfare, CRM, ERISA, Pensions, Strategy, Financial Analysis, Investment Management
Education
Institute of Certified Bankers 1995 — 1996
CRSP, Retirement Services
Wharton School of Univ of Pennsylvania 1990 — 1994
CEBS, Benefits & Compensation
Oklahoma State University 1980 — 1984
BS, Business Marketing
Chandra Eruventi Chandra Eruventi's Northern Trust Experience December 2009 - May 2011
Job Technical Architect at Ciena
Industry Information Technology and Services
Experience
Ciena December 2014 - Present
Deloitte January 2014 - November 2014
Allegis Group May 2011 - January 2014
Xpedite Technologies Inc March 2007 - October 2012
Northern Trust December 2009 - May 2011
Regions Bank July 2009 - September 2009
Allegis Group August 2008 - June 2009
Fairfax County Public Schools DIT June 2006 - June 2008
Hewitt Associates January 2002 - April 2006
Covansys January 2002 - April 2006
Skills
Data Quality, Unix Shell Scripting, Data Profiling, Change Data Capture, Database Triggers, Stored Procedures, Functions, Informatica, PL/SQL, Data Warehousing, ETL, SDLC, Business Intelligence, Data Modeling, Database Design, Microsoft SQL Server, Oracle, Databases, Requirements Gathering, Systems Analysis, Software Project..., Datastage, Data Warehouse..., Solution Architecture, Master Data Management, Testing, Requirements Analysis, CRM, Dimensional Modeling, SQL, Business Requirements, Data Integration, Erwin, Data Analysis, Visio, Business Objects, Integration, Shell Scripting
Education
Osmania University
M.C.A, Information Technology
Osmania University
B.A (Maths), Mathematics, Statistics, Economics
Osmania University
MCA, Masters of Computer Application
Ciena December 2014 - Present
Deloitte January 2014 - November 2014
Allegis Group May 2011 - January 2014
Xpedite Technologies Inc March 2007 - October 2012
Northern Trust December 2009 - May 2011
Regions Bank July 2009 - September 2009
Allegis Group August 2008 - June 2009
Fairfax County Public Schools DIT June 2006 - June 2008
Hewitt Associates January 2002 - April 2006
Covansys January 2002 - April 2006
Skills
Data Quality, Unix Shell Scripting, Data Profiling, Change Data Capture, Database Triggers, Stored Procedures, Functions, Informatica, PL/SQL, Data Warehousing, ETL, SDLC, Business Intelligence, Data Modeling, Database Design, Microsoft SQL Server, Oracle, Databases, Requirements Gathering, Systems Analysis, Software Project..., Datastage, Data Warehouse..., Solution Architecture, Master Data Management, Testing, Requirements Analysis, CRM, Dimensional Modeling, SQL, Business Requirements, Data Integration, Erwin, Data Analysis, Visio, Business Objects, Integration, Shell Scripting
Education
Osmania University
M.C.A, Information Technology
Osmania University
B.A (Maths), Mathematics, Statistics, Economics
Osmania University
MCA, Masters of Computer Application
Andy Mutscheller Andy Mutscheller's Northern Trust Experience April 2012 - Present
Job Vice President at Northern Trust
Industry Investment Management
Experience
Northern Trust April 2012 - Present
Avondale Wealth Management March 2010 - March 2012
J.P. Morgan February 1999 - March 2010
Skills
Fixed Income, Equities, Hedge Funds, Wealth Management, Portfolio Management, Mutual Funds, Alternative Investments, Asset Managment, Series 7, Securities, Bloomberg, Derivatives, Asset Allocation, Investments, Capital Markets, Investment Management, Financial Advisory, Business Development, Financial Services, Asset Management
Education
Otterbein College
Master of Business Administration (MBA)
University of Toledo
Bachelor of Business Administration (BBA), Finance, General
Northern Trust April 2012 - Present
Avondale Wealth Management March 2010 - March 2012
J.P. Morgan February 1999 - March 2010
Skills
Fixed Income, Equities, Hedge Funds, Wealth Management, Portfolio Management, Mutual Funds, Alternative Investments, Asset Managment, Series 7, Securities, Bloomberg, Derivatives, Asset Allocation, Investments, Capital Markets, Investment Management, Financial Advisory, Business Development, Financial Services, Asset Management
Education
Otterbein College
Master of Business Administration (MBA)
University of Toledo
Bachelor of Business Administration (BBA), Finance, General
Ashley B. White, Esq.'s Northern Trust Experience November 2004 - November 2007
Job Vice President at SunTrust Bank
Industry Banking
Experience
SunTrust Bank September 2008 - Present
Northern Trust November 2004 - November 2007
Murphy & Neale, PA May 2004 - November 2004
Skills
Relationship Management, High Net Worth..., Risk Management, Wealth Management, Trusts, New Business Development, Microsoft Office, Banking, Estate Administration, Estate Planning, Personal Trust..., Asset Allocation, Asset Management
Education
Nova Southeastern University—Shepard Broad Law Center 2000 — 2003
Juris Doctor, Law
University of Florida 1996 — 2000
Bachelor of Arts, Political Science
SunTrust Bank September 2008 - Present
Northern Trust November 2004 - November 2007
Murphy & Neale, PA May 2004 - November 2004
Skills
Relationship Management, High Net Worth..., Risk Management, Wealth Management, Trusts, New Business Development, Microsoft Office, Banking, Estate Administration, Estate Planning, Personal Trust..., Asset Allocation, Asset Management
Education
Nova Southeastern University—Shepard Broad Law Center 2000 — 2003
Juris Doctor, Law
University of Florida 1996 — 2000
Bachelor of Arts, Political Science
Patrick Zufan's Northern Trust Experience September 2012 - Present
Job 2nd Vice President, Fund Accounting Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust September 2012 - Present
Northern Trust December 2009 - August 2012
Northern Trust March 2008 - November 2009
Northern Trust October 2006 - February 2008
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign
Bachelor's degree, Finance
Northern Trust September 2012 - Present
Northern Trust December 2009 - August 2012
Northern Trust March 2008 - November 2009
Northern Trust October 2006 - February 2008
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign
Bachelor's degree, Finance
Laura Stonikas Laura Stonikas's Northern Trust Experience June 2012 - June 2013
Job Finance Commission Manager at CDW, Kellogg MBA Candidate
Industry Management Consulting
Experience
CDW July 2013 - Present
Northern Trust June 2012 - June 2013
KPMG Advisory October 2010 - June 2012
Rape Victim Advocates March 2010 - April 2011
Aon Consulting September 2008 - September 2010
Aon Consulting July 2007 - August 2008
RL Hulett and Company January 2006 - June 2007
Skills
Project Management, PMO, Operations Management, Sales Operations, Change Management, Operational Readiness, Business Requirements, Interpersonal..., Business Strategy, Go-to-market Strategy, Data Governance, Business Process, IT Strategy, CRM Integration, Analytical Skills, Cross-functional Team..., Team Leadership, Outsourcing, Salesforce.com, Recruiting
Education
Northwestern University - Kellogg School of Management 2013 — 2016
Master of Business Administration (M.B.A.), Management & Organizations, Management & Strategy, International Business
Saint Louis University 2003 — 2007
Bachelors of Science, Finance and Economics
York High School
CDW July 2013 - Present
Northern Trust June 2012 - June 2013
KPMG Advisory October 2010 - June 2012
Rape Victim Advocates March 2010 - April 2011
Aon Consulting September 2008 - September 2010
Aon Consulting July 2007 - August 2008
RL Hulett and Company January 2006 - June 2007
Skills
Project Management, PMO, Operations Management, Sales Operations, Change Management, Operational Readiness, Business Requirements, Interpersonal..., Business Strategy, Go-to-market Strategy, Data Governance, Business Process, IT Strategy, CRM Integration, Analytical Skills, Cross-functional Team..., Team Leadership, Outsourcing, Salesforce.com, Recruiting
Education
Northwestern University - Kellogg School of Management 2013 — 2016
Master of Business Administration (M.B.A.), Management & Organizations, Management & Strategy, International Business
Saint Louis University 2003 — 2007
Bachelors of Science, Finance and Economics
York High School
J. Michael Drancik, MBA, CIMC J. Michael Drancik, MBA, CIMC's Northern Trust Experience November 2007 - Present
Job SVP, Senior Portfolio Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust November 2007 - Present
Wells Fargo Private Asset Management 2002 - 2005
Bank of America Capital Asset Management 1996 - 2002
Skills
Wealth Management, Portfolio Management, Portfolio Optimization, Investments, Alternative Assets, Asset Allocation, Alternative Investments, Investment Management, Hedge Funds, Investment Advisory, Equities, Fixed Income, Investment Strategies, Asset Managment, Wealth Management..., Private Equity, Wealth, High Net Worth..., Risk Management, Financial Services, Finance, Bonds, Leadership, Financial Markets, Capital Markets, Relationship Management
Education
Northwestern University - Kellogg School of Management 1989 — 1991
Master of Business Administration (M.B.A.), Management Policy, International Business, Marketing, Organizational Behavior, Real Estate
Marquette University
Bachelor of Science, Finance
Northern Trust November 2007 - Present
Wells Fargo Private Asset Management 2002 - 2005
Bank of America Capital Asset Management 1996 - 2002
Skills
Wealth Management, Portfolio Management, Portfolio Optimization, Investments, Alternative Assets, Asset Allocation, Alternative Investments, Investment Management, Hedge Funds, Investment Advisory, Equities, Fixed Income, Investment Strategies, Asset Managment, Wealth Management..., Private Equity, Wealth, High Net Worth..., Risk Management, Financial Services, Finance, Bonds, Leadership, Financial Markets, Capital Markets, Relationship Management
Education
Northwestern University - Kellogg School of Management 1989 — 1991
Master of Business Administration (M.B.A.), Management Policy, International Business, Marketing, Organizational Behavior, Real Estate
Marquette University
Bachelor of Science, Finance
Kevin Kayser Kevin Kayser's Northern Trust Experience June 2005 - Present
Job Senior Portfolio Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust June 2005 - Present
Fulton Financial Corporation August 2000 - June 2005
Fifth Third Bank June 1995 - July 2000
Skills
Asset Allocation, Fixed Income, Investment Strategies, Alternative Investments, Hedge Funds, Asset Managment, Mutual Funds, Investments, Finance, Investment Advisory, Asset Management, Banking, Equities, Securities, Wealth Management, Financial Analysis, Financial Services, Financial Planning, Risk Management, Financial Modeling, Investment Management
Education
Xavier University 1997 — 1999
Master of Business Administration (M.B.A.), Finance, General
Ohio University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Finance, General
Northern Trust June 2005 - Present
Fulton Financial Corporation August 2000 - June 2005
Fifth Third Bank June 1995 - July 2000
Skills
Asset Allocation, Fixed Income, Investment Strategies, Alternative Investments, Hedge Funds, Asset Managment, Mutual Funds, Investments, Finance, Investment Advisory, Asset Management, Banking, Equities, Securities, Wealth Management, Financial Analysis, Financial Services, Financial Planning, Risk Management, Financial Modeling, Investment Management
Education
Xavier University 1997 — 1999
Master of Business Administration (M.B.A.), Finance, General
Ohio University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Finance, General
Ken Fink CFA Ken Fink CFA's Northern Trust Experience March 2009 - Present
Job Senior Vice President at Northern Trust
Industry Investment Management
Experience
Northern Trust March 2009 - Present
Kovitz Investment Group, LLC October 2006 - March 2009
The Northern Trust Company September 1996 - October 2006
Harris Bank/Bank of Montreal January 1992 - September 1996
Skills
Investments, Alternative Investments, Investment Strategies, Asset Managment, Asset Allocation, High Net Worth..., Investment Advisory, Asset Management, Portfolio Management, Wealth Management, Wealth Management..., Financial Services, Wealth, Mutual Funds, Investment Management, Hedge Funds, Series 7, Equities, Fixed Income, Securities, Financial Advisory, Retirement Planning, Options, Equity Research, Bloomberg
Education
Northwestern University - Kellogg School of Management 1985 — 1989
MBA, Finance
Taylor University 1976 — 1980
BA, Psychology
Northern Trust March 2009 - Present
Kovitz Investment Group, LLC October 2006 - March 2009
The Northern Trust Company September 1996 - October 2006
Harris Bank/Bank of Montreal January 1992 - September 1996
Skills
Investments, Alternative Investments, Investment Strategies, Asset Managment, Asset Allocation, High Net Worth..., Investment Advisory, Asset Management, Portfolio Management, Wealth Management, Wealth Management..., Financial Services, Wealth, Mutual Funds, Investment Management, Hedge Funds, Series 7, Equities, Fixed Income, Securities, Financial Advisory, Retirement Planning, Options, Equity Research, Bloomberg
Education
Northwestern University - Kellogg School of Management 1985 — 1989
MBA, Finance
Taylor University 1976 — 1980
BA, Psychology
Brad Hintz Brad Hintz's Northern Trust Experience 1982 - 1984
Job Financial Executive
Industry Investment Management
Experience
New York University October 2014 - Present
Sanford C. Bernstein October 2000 - October 2014
Lehman Brothers 1996 - 1998
Morgan Stanley 1986 - 1996
Anderson Clayton & Co 1984 - 1986
Northern Trust 1982 - 1984
Chevron 1978 - 1982
Skills
Securities, Asset Managment, Strategy, Equities, Finance, Capital Markets, Investments, Private Equity, Hedge Funds, Equity Research, Management, Valuation, Treasury Management, Asset Management, Bloomberg, Financial Modeling, Fixed Income, Equity Valuation, Series 7, Investment Management, Corporate Finance, Investment Banking, Alternative Investments, Investor Relations, Equity Trading, Trading, Portfolio Management, Financial Markets
Education
University of Pennsylvania - The Wharton School 1976 — 1978
MBA, Finance
University of Southern California 1976 — 1978
MS
Purdue University 1968 — 1971
BS
New York University October 2014 - Present
Sanford C. Bernstein October 2000 - October 2014
Lehman Brothers 1996 - 1998
Morgan Stanley 1986 - 1996
Anderson Clayton & Co 1984 - 1986
Northern Trust 1982 - 1984
Chevron 1978 - 1982
Skills
Securities, Asset Managment, Strategy, Equities, Finance, Capital Markets, Investments, Private Equity, Hedge Funds, Equity Research, Management, Valuation, Treasury Management, Asset Management, Bloomberg, Financial Modeling, Fixed Income, Equity Valuation, Series 7, Investment Management, Corporate Finance, Investment Banking, Alternative Investments, Investor Relations, Equity Trading, Trading, Portfolio Management, Financial Markets
Education
University of Pennsylvania - The Wharton School 1976 — 1978
MBA, Finance
University of Southern California 1976 — 1978
MS
Purdue University 1968 — 1971
BS
Somal Sood Somal Sood's Northern Trust Experience June 2013 - Present
Job Sr Lead Architect at Northern Trust
Industry Information Technology and Services
Experience
Northern Trust June 2013 - Present
Saven Technologies December 2011 - Present
GE Transportation December 2011 - June 2013
Walgreens May 2005 - December 2011
TCS February 2004 - December 2011
HCL Tech May 2003 - January 2004
Nucleus Software & Export January 2001 - May 2003
Nucleus Software Exports Ltd 2001 - 2003
Skills
Java, J2EE, Software Project..., Enterprise Architecture, ITIL Certified, TOGAF, Sun Certified Java..., Java Enterprise Edition, Scrum, Business Analysis, CRM, Project Management, Integration, SDLC, Solution Architecture, Cross-functional Team...
Education
Punjab Technical University 1994 — 1999
Bachelor of Technology, Computer Science
Kundan Vidya Mandir 1984 — 1994
10+2, Non Medical
Northern Trust June 2013 - Present
Saven Technologies December 2011 - Present
GE Transportation December 2011 - June 2013
Walgreens May 2005 - December 2011
TCS February 2004 - December 2011
HCL Tech May 2003 - January 2004
Nucleus Software & Export January 2001 - May 2003
Nucleus Software Exports Ltd 2001 - 2003
Skills
Java, J2EE, Software Project..., Enterprise Architecture, ITIL Certified, TOGAF, Sun Certified Java..., Java Enterprise Edition, Scrum, Business Analysis, CRM, Project Management, Integration, SDLC, Solution Architecture, Cross-functional Team...
Education
Punjab Technical University 1994 — 1999
Bachelor of Technology, Computer Science
Kundan Vidya Mandir 1984 — 1994
10+2, Non Medical
Frank Bond Frank Bond's Northern Trust Experience September 2001 - Present
Job Senior Financial Consultant at Northern Trust
Industry Financial Services
Experience
Northern Trust September 2001 - Present
Skills
Wealth Management, Insurance Planning, Retirement Planning, Financial Planning, Estate Planning, Financial Analysis, Succession Planning, Financial Services, Financial Advisory, Portfolio Management, Investment Advisory, Investment Strategies, Financial Planners, Asset Allocation, Investments, Strategic Financial..., Wealth Management..., High Net Worth..., Management Consulting, Asset Management, Mutual Funds, Strategy, Risk Management
Education
Northwestern University School of Law
J.D.
Northwestern University Technological Institute
B.S., Civil Engineering
The American College
CLU, ChFC
Northern Trust September 2001 - Present
Skills
Wealth Management, Insurance Planning, Retirement Planning, Financial Planning, Estate Planning, Financial Analysis, Succession Planning, Financial Services, Financial Advisory, Portfolio Management, Investment Advisory, Investment Strategies, Financial Planners, Asset Allocation, Investments, Strategic Financial..., Wealth Management..., High Net Worth..., Management Consulting, Asset Management, Mutual Funds, Strategy, Risk Management
Education
Northwestern University School of Law
J.D.
Northwestern University Technological Institute
B.S., Civil Engineering
The American College
CLU, ChFC
Richa Chaudhary's Northern Trust Experience June 2009 - April 2010
Job Human Resources
Industry Human Resources
Experience
NVIDIA December 2010 - August 2011
Northern Trust June 2009 - April 2010
Intellectual Creative Communication Services Pvt. Ltd. March 2009 - May 2009
Skills
Talent Acquisition, Sales, Talent Management, HRIS, Human Resources, Employee Engagement, Recruiting, Screening, HR Consulting, Team Management, Benefits Negotiation, Internet Recruiting, Executive Search, Technical Recruiting, Performance Management, Sourcing
Education
IBS Bangalore 2007 — 2009
MBA, HR
International College for Girls, Jaipur 2004 — 2007
Bachelor of Arts, Psychology & English Literature
Portland State University
NVIDIA December 2010 - August 2011
Northern Trust June 2009 - April 2010
Intellectual Creative Communication Services Pvt. Ltd. March 2009 - May 2009
Skills
Talent Acquisition, Sales, Talent Management, HRIS, Human Resources, Employee Engagement, Recruiting, Screening, HR Consulting, Team Management, Benefits Negotiation, Internet Recruiting, Executive Search, Technical Recruiting, Performance Management, Sourcing
Education
IBS Bangalore 2007 — 2009
MBA, HR
International College for Girls, Jaipur 2004 — 2007
Bachelor of Arts, Psychology & English Literature
Portland State University
Leon L Newcomb, CFA MBA Leon L Newcomb, CFA MBA's Northern Trust Experience May 2002 - October 2007
Job Senior Portfolio Manager/ Senior Vice President Bank of Arizona
Industry Investment Management
Experience
Bank of Arizona (BOK Financial) October 2007 - Present
Northern Trust May 2002 - October 2007
Investar, Inc June 1996 - May 2002
First Interstate Capital Management/ Wells Fargo January 1994 - May 1996
Knights of Columbus May 1989 - January 1994
Dean Witter Reynolds Inc October 1988 - May 1989
Cowen Asset Management (Cowen and Company) April 1986 - October 1988
FJS Systems Corp August 1984 - April 1986
Skills
Investments, Asset Allocation, Wealth Management, Equities, Portfolio Management, Asset Managment, Banking, Investment Strategies, Fixed Income, Financial Analysis, Valuation, Financial Modeling, High Net Worth..., Investment Advisory, Alternative Investments, Bloomberg, Hedge Funds, Finance, Commercial Banking, Relationship Management, Series 7, Mutual Funds, Consumer Lending, Private Banking
Education
Pace University - Lubin School of Business 1985 — 1987
Master of Business Administration (MBA), Finance
City University of New York - Queens College 1978 — 1983
Bachelor of Arts (BA), Economics / Computer Science
Bank of Arizona (BOK Financial) October 2007 - Present
Northern Trust May 2002 - October 2007
Investar, Inc June 1996 - May 2002
First Interstate Capital Management/ Wells Fargo January 1994 - May 1996
Knights of Columbus May 1989 - January 1994
Dean Witter Reynolds Inc October 1988 - May 1989
Cowen Asset Management (Cowen and Company) April 1986 - October 1988
FJS Systems Corp August 1984 - April 1986
Skills
Investments, Asset Allocation, Wealth Management, Equities, Portfolio Management, Asset Managment, Banking, Investment Strategies, Fixed Income, Financial Analysis, Valuation, Financial Modeling, High Net Worth..., Investment Advisory, Alternative Investments, Bloomberg, Hedge Funds, Finance, Commercial Banking, Relationship Management, Series 7, Mutual Funds, Consumer Lending, Private Banking
Education
Pace University - Lubin School of Business 1985 — 1987
Master of Business Administration (MBA), Finance
City University of New York - Queens College 1978 — 1983
Bachelor of Arts (BA), Economics / Computer Science
Jeffrey Tubbs Jeffrey Tubbs's Northern Trust Experience 1974 - 1981
Job Experienced in banking, treasury, sales and sales management
Industry Financial Services
Experience
Wells Fargo 1995 - 2008
US Bank 1987 - 1995
Continental Illinois National Bank 1985 - 1987
BMC Industries, Inc. 1982 - 1985
Northern Trust 1974 - 1981
Education
Washington University in St. Louis - Olin Business School 1971 — 1973
MBA
Ohio Wesleyan University 1966 — 1970
BA, Political Science
Wells Fargo 1995 - 2008
US Bank 1987 - 1995
Continental Illinois National Bank 1985 - 1987
BMC Industries, Inc. 1982 - 1985
Northern Trust 1974 - 1981
Education
Washington University in St. Louis - Olin Business School 1971 — 1973
MBA
Ohio Wesleyan University 1966 — 1970
BA, Political Science
Santosh Dighe Santosh Dighe's Northern Trust Experience December 2007 - December 2011
Job Technical Architect at Northern Trust Corporation
Industry Information Technology and Services
Experience
Northern Trust Corporation October 2014 - Present
Hexaware Technologies May 2006 - Present
Trustmark Companies July 2014 - September 2014
AIG January 2012 - March 2014
Northern Trust December 2007 - December 2011
Skills
ETL, Business Intelligence, Data Warehouse..., SDLC, Datastage, Data Modeling, Informatica, EPM, Data Warehousing, Analytics, Requirements Gathering, Data Integration, Databases, Solution Architecture, MarkLogic, Microsoft SQL Server, NoSQL, R, Github, Machine Learning, Recommender Systems, Hadoop, HDFS, Data Science, Big Data
Education
Pune University
Bachelor of Engineering (BE), Computer Engineering
Padmashree Dr D. Y. Patil Vidyapeeth
CDAC, Advanced Computing
Northern Trust Corporation October 2014 - Present
Hexaware Technologies May 2006 - Present
Trustmark Companies July 2014 - September 2014
AIG January 2012 - March 2014
Northern Trust December 2007 - December 2011
Skills
ETL, Business Intelligence, Data Warehouse..., SDLC, Datastage, Data Modeling, Informatica, EPM, Data Warehousing, Analytics, Requirements Gathering, Data Integration, Databases, Solution Architecture, MarkLogic, Microsoft SQL Server, NoSQL, R, Github, Machine Learning, Recommender Systems, Hadoop, HDFS, Data Science, Big Data
Education
Pune University
Bachelor of Engineering (BE), Computer Engineering
Padmashree Dr D. Y. Patil Vidyapeeth
CDAC, Advanced Computing
Ashley Loveless Ashley Loveless's Northern Trust Experience August 2008 - February 2012
Job Corporate Paralegal at Wesco Aircraft
Industry Legal Services
Experience
Wesco Aircraft June 2015 - Present
Lewitt, Hackman, Shapiro, Marshall & Harlan November 2014 - May 2015
Status Not Quo, Inc March 2012 - November 2014
Northern Trust August 2008 - February 2012
Jacobs, Anderson, Potter & Chaplin, LLP August 2003 - June 2006
Skills
Estate Planning, Estate Administration, Probate Administration, Personal Trust..., Salesforce.com, Asset Management, Relationship Management, Trust Services, Legal Research, Legal Documents, Financial Services, Asset Allocation, Project Management, Strategic Planning, Legal Writing, Investment Management, Executive Management, Legal Compliance, Vendor Management, Wealth Management, Private Banking, Database Administration, Investment Strategies, Organization &..., High Net Worth..., Fiduciary accounting, Mutual Funds, Databases, CRM, Investment Advisory, Cloud Computing, Creative Writing, Photoshop, Leadership, Powers of Attorney, Trusts, Charitable Trusts, Wills, Writing, Graphic Design, Lotus Notes
Education
USC 2000 — 2002
Bachelor of Arts (BA), Public Relations
Pepperdine University 1997 — 1998
Wesco Aircraft June 2015 - Present
Lewitt, Hackman, Shapiro, Marshall & Harlan November 2014 - May 2015
Status Not Quo, Inc March 2012 - November 2014
Northern Trust August 2008 - February 2012
Jacobs, Anderson, Potter & Chaplin, LLP August 2003 - June 2006
Skills
Estate Planning, Estate Administration, Probate Administration, Personal Trust..., Salesforce.com, Asset Management, Relationship Management, Trust Services, Legal Research, Legal Documents, Financial Services, Asset Allocation, Project Management, Strategic Planning, Legal Writing, Investment Management, Executive Management, Legal Compliance, Vendor Management, Wealth Management, Private Banking, Database Administration, Investment Strategies, Organization &..., High Net Worth..., Fiduciary accounting, Mutual Funds, Databases, CRM, Investment Advisory, Cloud Computing, Creative Writing, Photoshop, Leadership, Powers of Attorney, Trusts, Charitable Trusts, Wills, Writing, Graphic Design, Lotus Notes
Education
USC 2000 — 2002
Bachelor of Arts (BA), Public Relations
Pepperdine University 1997 — 1998
Dani VanHouten, CPA Dani VanHouten, CPA's Northern Trust Experience January 2013 - April 2014
Job Manager at EY
Industry Accounting
Experience
EY May 2014 - Present
Northern Trust January 2013 - April 2014
Ernst & Young June 2010 - January 2013
Ernst & Young June 2008 - June 2010
Skills
Tax, Corporate Tax, International Tax, Financial Services, Internal Controls, Auditing, Microsoft Excel, US GAAP, Accounting, Financial Reporting, GAAP, Management, Financial Accounting, CPA, Sarbanes-Oxley Act, Finance, Internal Audit, Financial Analysis, Income Tax, Financial Statements
Education
Northwood University 2004 — 2008
BBA, Accounting and Finance
EY May 2014 - Present
Northern Trust January 2013 - April 2014
Ernst & Young June 2010 - January 2013
Ernst & Young June 2008 - June 2010
Skills
Tax, Corporate Tax, International Tax, Financial Services, Internal Controls, Auditing, Microsoft Excel, US GAAP, Accounting, Financial Reporting, GAAP, Management, Financial Accounting, CPA, Sarbanes-Oxley Act, Finance, Internal Audit, Financial Analysis, Income Tax, Financial Statements
Education
Northwood University 2004 — 2008
BBA, Accounting and Finance
Brandon Elieff Brandon Elieff's Northern Trust Experience August 2011 - April 2014
Job Market President at Northwest Bank
Industry Banking
Experience
Northwest Bank May 2014 - Present
Northern Trust August 2011 - April 2014
Sterling Savings Bank July 2004 - August 2011
US Bank 2001 - 2004
Skills
Loans, Commercial Banking, Commercial Lending, Small Business Lending, Financial Analysis, Banking, Corporate Finance, Credit, Credit Analysis, Portfolio Management, Mortgage Lending, Leadership, Team Leadership
Education
Penn State University 1999 — 2001
MBA
University of Washington 1991 — 1995
BA, Philosophy
Northwest Bank May 2014 - Present
Northern Trust August 2011 - April 2014
Sterling Savings Bank July 2004 - August 2011
US Bank 2001 - 2004
Skills
Loans, Commercial Banking, Commercial Lending, Small Business Lending, Financial Analysis, Banking, Corporate Finance, Credit, Credit Analysis, Portfolio Management, Mortgage Lending, Leadership, Team Leadership
Education
Penn State University 1999 — 2001
MBA
University of Washington 1991 — 1995
BA, Philosophy
James Miller, MBA's Northern Trust Experience March 2002 - October 2004
Job Founder & CEO Biltmore Wealth Advisors, LLC
Industry Financial Services
Experience
Biltmore Wealth Advisors September 2012 - Present
Camelback Wealth Management, LLC August 2010 - September 2012
The Planning Group of Scottsdale, LLC January 2008 - August 2010
Capitol Wealth Advisors August 2006 - January 2008
UBS Wealth Management August 2005 - August 2006
Stone & Youngberg October 2004 - July 2005
Northern Trust March 2002 - October 2004
DriveTime January 2000 - March 2002
Belae Brands September 1998 - January 2000
PricewaterhouseCoopers August 1997 - September 1998
Skills
Alternative Investments, Securities, Wealth Management, Bonds, Options, Investment Strategies, Asset Allocation, Financial Planning, Portfolio Management, Fixed Income, Equities, Investments, Asset Management, Financial Modeling, Mutual Funds, Capital Markets, Derivatives, Private Equity, Trading, Financial Markets, Retirement Planning, Financial Advisory, Investment Advisory, Finance, Valuation, Risk Management, Retirement, Estate Planning, Series 7, Wealth, Strategy, Hedge Funds, Retirement Plan...
Education
University of Southern California - Marshall School of Business 1995 — 1997
MBA, Emphasis in Finance and Business Economics
Pepperdine University 1988 — 1992
B.S., Business and Finance
Biltmore Wealth Advisors September 2012 - Present
Camelback Wealth Management, LLC August 2010 - September 2012
The Planning Group of Scottsdale, LLC January 2008 - August 2010
Capitol Wealth Advisors August 2006 - January 2008
UBS Wealth Management August 2005 - August 2006
Stone & Youngberg October 2004 - July 2005
Northern Trust March 2002 - October 2004
DriveTime January 2000 - March 2002
Belae Brands September 1998 - January 2000
PricewaterhouseCoopers August 1997 - September 1998
Skills
Alternative Investments, Securities, Wealth Management, Bonds, Options, Investment Strategies, Asset Allocation, Financial Planning, Portfolio Management, Fixed Income, Equities, Investments, Asset Management, Financial Modeling, Mutual Funds, Capital Markets, Derivatives, Private Equity, Trading, Financial Markets, Retirement Planning, Financial Advisory, Investment Advisory, Finance, Valuation, Risk Management, Retirement, Estate Planning, Series 7, Wealth, Strategy, Hedge Funds, Retirement Plan...
Education
University of Southern California - Marshall School of Business 1995 — 1997
MBA, Emphasis in Finance and Business Economics
Pepperdine University 1988 — 1992
B.S., Business and Finance
Julia Cormier, CAIA Julia Cormier, CAIA's Northern Trust Experience September 1983 - June 1993
Job Director, Alternative Investments, Russell Investments
Industry Investment Management
Experience
Russell Investments October 2005 - Present
Goldman Sachs June 1993 - April 2004
Northern Trust September 1983 - June 1993
Education
Northwestern University - Kellogg School of Management
MBA, Marketing/Finance/International Business
University of Illinois at Urbana-Champaign
Bachelor of Science, Finance
Russell Investments October 2005 - Present
Goldman Sachs June 1993 - April 2004
Northern Trust September 1983 - June 1993
Education
Northwestern University - Kellogg School of Management
MBA, Marketing/Finance/International Business
University of Illinois at Urbana-Champaign
Bachelor of Science, Finance
Janette E. Drew Janette E. Drew's Northern Trust Experience June 2012 - April 2014
Job Senior Private Banker at Northern Trust
Industry Banking
Experience
Northern Trust June 2012 - April 2014
Bank of the West November 2010 - January 2012
Bank of the West/Bancwest Corp. A BNP Paribas Subsidiary October 2005 - November 2010
City National Bank 2003 - 2005
Merrill Lynch 2002 - 2003
CIT 2000 - 2001
FINOVA Capital Corporation 1997 - 2000
One Step Ahead 1992 - 1997
Citicorp 1981 - 1990
Skills
Cross Selling, Basel II, Sales and Marketing, Banking, Portfolio Management, Loans, Risk, Real Estate, Financial Risk, Credit, Capital Markets, Commercial Banking, Investments, Loan Origination, Finance, Risk Management, Credit Analysis, Underwriting, Credit Risk
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Business
Northern Trust June 2012 - April 2014
Bank of the West November 2010 - January 2012
Bank of the West/Bancwest Corp. A BNP Paribas Subsidiary October 2005 - November 2010
City National Bank 2003 - 2005
Merrill Lynch 2002 - 2003
CIT 2000 - 2001
FINOVA Capital Corporation 1997 - 2000
One Step Ahead 1992 - 1997
Citicorp 1981 - 1990
Skills
Cross Selling, Basel II, Sales and Marketing, Banking, Portfolio Management, Loans, Risk, Real Estate, Financial Risk, Credit, Capital Markets, Commercial Banking, Investments, Loan Origination, Finance, Risk Management, Credit Analysis, Underwriting, Credit Risk
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Business
Jennifer Fisher Jennifer Fisher's Northern Trust Experience 2003 - 2006
Job Pastor of Faith Formation at Epiphany Lutheran Church
Industry Religious Institutions
Experience
Epiphany Lutheran Church September 2015 - Present
Ascension Lutheran Church March 2013 - August 2015
Living Lord Lutheran Church, Bartlett, IL 2010 - March 2013
Christ Our Shepherd Lutheran Church, Peachtree City, GA August 2008 - July 2009
Northern Trust 2003 - 2006
Zurich Life 1999 - 2003
Northern Trust 1999 - 1999
Kemper Investors Life Insurance Company 1995 - 1999
Skills
Fixed Annuities, Budgets, Strategic Planning, Project Management, Church Events, Management, Nonprofits, Pastoral Counseling, Teaching, Training, Software Documentation
Education
Lutheran School of Theology at Chicago 2006 — 2010
Master, Divinity
Penn State University 1989 — 1993
B.A., English
Epiphany Lutheran Church September 2015 - Present
Ascension Lutheran Church March 2013 - August 2015
Living Lord Lutheran Church, Bartlett, IL 2010 - March 2013
Christ Our Shepherd Lutheran Church, Peachtree City, GA August 2008 - July 2009
Northern Trust 2003 - 2006
Zurich Life 1999 - 2003
Northern Trust 1999 - 1999
Kemper Investors Life Insurance Company 1995 - 1999
Skills
Fixed Annuities, Budgets, Strategic Planning, Project Management, Church Events, Management, Nonprofits, Pastoral Counseling, Teaching, Training, Software Documentation
Education
Lutheran School of Theology at Chicago 2006 — 2010
Master, Divinity
Penn State University 1989 — 1993
B.A., English
George Volland - MBA, CTP's Northern Trust Experience November 2008 - December 2014
Job Seeking New Opportunities
Industry Financial Services
Experience
Northern Trust November 2008 - December 2014
Self-employed February 2007 - November 2008
Flexible Benefit Service Corporation May 2005 - January 2007
Millennium Trust Company May 2003 - May 2005
I-Tech Solutions Corporation December 2001 - May 2003
Procard February 2000 - December 2001
American Express March 1999 - February 2000
First National Bank of Chicago February 1993 - March 1999
First National Bank of Chicago August 1987 - February 1993
Skills
Cross-functional Team..., Selling Skills, Budgets, B2B Marketing, Product Development, Proposal Writing, Business Development, Credit Cards, Product Management, Strategic Partnerships, Strategy, Management, Business Planning, Banking, Leadership, Forecasting, Start-ups, Portfolio Management, Mergers & Acquisitions, Financial Services, Financial Analysis, Cash Management, Finance, Management Consulting, Investments, Analysis, Treasury Management
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA
Western Illinois University
Northern Trust November 2008 - December 2014
Self-employed February 2007 - November 2008
Flexible Benefit Service Corporation May 2005 - January 2007
Millennium Trust Company May 2003 - May 2005
I-Tech Solutions Corporation December 2001 - May 2003
Procard February 2000 - December 2001
American Express March 1999 - February 2000
First National Bank of Chicago February 1993 - March 1999
First National Bank of Chicago August 1987 - February 1993
Skills
Cross-functional Team..., Selling Skills, Budgets, B2B Marketing, Product Development, Proposal Writing, Business Development, Credit Cards, Product Management, Strategic Partnerships, Strategy, Management, Business Planning, Banking, Leadership, Forecasting, Start-ups, Portfolio Management, Mergers & Acquisitions, Financial Services, Financial Analysis, Cash Management, Finance, Management Consulting, Investments, Analysis, Treasury Management
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA
Western Illinois University
Scott Roads Scott Roads's Northern Trust Experience January 2007 - August 2013
Job
Industry Investment Management
Experience
Northern Trust Corporation September 2013 - Present
Northern Trust January 2007 - August 2013
Seacoast National Bank June 2002 - December 2006
Seacoast National Bank June 1998 - May 2002
Education
University of Miami - School of Business 2005 — 2006
MBA, Mgmt
Palm Beach Atlantic University 1992 — 1996
Bachelor of Science (BS), Accounting and Finance
Northern Trust Corporation September 2013 - Present
Northern Trust January 2007 - August 2013
Seacoast National Bank June 2002 - December 2006
Seacoast National Bank June 1998 - May 2002
Education
University of Miami - School of Business 2005 — 2006
MBA, Mgmt
Palm Beach Atlantic University 1992 — 1996
Bachelor of Science (BS), Accounting and Finance
Edgar Carrasco Edgar Carrasco's Northern Trust Experience July 2010 - August 2012
Job VP of Business Development at RegPack
Industry Computer Software
Experience
RegPack August 2012 - Present
Northern Trust July 2010 - August 2012
GLOBAL FUTURES & FOREX November 2008 - December 2009
HSBC November 2006 - November 2008
HSBC July 2005 - November 2006
Skills
Spanish, Analysis, Microsoft Office, Accounting, Account Management, Equities, Leadership, Management, Investments, Risk Management, Sales, International Business, Business Development, Portfolio Management, CRM, Asset Managment, Finance, New Business Development, Outsourcing, Financial Services, Sales Operations, Start-ups, Training, Selling, Sales Management, Salesforce.com, Financial Analysis, Trading, Financial Markets, Banking, Relationship Management, Asset Management, Strategic Financial..., Time Management, Sales Process, Strategy, Securities, Alternative Investments, Options, Fixed Income, Bloomberg, Trading Systems, Mutual Funds, Electronic Trading, Derivatives, Currency, FX trading, FX Options
Education
Northwood University 2001 — 2005
BBA, International Business/Business Management
RegPack August 2012 - Present
Northern Trust July 2010 - August 2012
GLOBAL FUTURES & FOREX November 2008 - December 2009
HSBC November 2006 - November 2008
HSBC July 2005 - November 2006
Skills
Spanish, Analysis, Microsoft Office, Accounting, Account Management, Equities, Leadership, Management, Investments, Risk Management, Sales, International Business, Business Development, Portfolio Management, CRM, Asset Managment, Finance, New Business Development, Outsourcing, Financial Services, Sales Operations, Start-ups, Training, Selling, Sales Management, Salesforce.com, Financial Analysis, Trading, Financial Markets, Banking, Relationship Management, Asset Management, Strategic Financial..., Time Management, Sales Process, Strategy, Securities, Alternative Investments, Options, Fixed Income, Bloomberg, Trading Systems, Mutual Funds, Electronic Trading, Derivatives, Currency, FX trading, FX Options
Education
Northwood University 2001 — 2005
BBA, International Business/Business Management
Arveen Kohli's Northern Trust Experience August 2012 - February 2013
Job Sr. Account Executive at Microsoft
Industry Information Technology and Services
Experience
Microsoft January 2015 - Present
Microsoft January 2014 - December 2014
Redbox March 2013 - December 2013
Northern Trust August 2012 - February 2013
Hillshire Brands (formerly Sara Lee Corporation) March 2012 - July 2012
Accenture March 2008 - March 2012
Corn Products International April 2007 - March 2008
Compuware March 2003 - April 2007
Skills
Consulting, SDLC, Corporate Governance, Business Process..., Program Management, Process Improvement, Cloud Computing, Governance, Business Transformation, Vendor Management, Business Analysis, IT Management, Requirements Analysis, Resource Management, Project Management, PMP, Outsourcing, Strategic M&A, Business Strategy, Risk Management, Sales Management, Solution Selling, Business Innovation, Go-to-market Strategy, Enterprise Software, Account Management, Information Technology, Channel Partners
Education
Panjab University
B.S.
Microsoft January 2015 - Present
Microsoft January 2014 - December 2014
Redbox March 2013 - December 2013
Northern Trust August 2012 - February 2013
Hillshire Brands (formerly Sara Lee Corporation) March 2012 - July 2012
Accenture March 2008 - March 2012
Corn Products International April 2007 - March 2008
Compuware March 2003 - April 2007
Skills
Consulting, SDLC, Corporate Governance, Business Process..., Program Management, Process Improvement, Cloud Computing, Governance, Business Transformation, Vendor Management, Business Analysis, IT Management, Requirements Analysis, Resource Management, Project Management, PMP, Outsourcing, Strategic M&A, Business Strategy, Risk Management, Sales Management, Solution Selling, Business Innovation, Go-to-market Strategy, Enterprise Software, Account Management, Information Technology, Channel Partners
Education
Panjab University
B.S.
Matthew Sampson Matthew Sampson's Northern Trust Experience August 2013 - Present
Job Commercial Underwriter at The Northern Trust Company
Industry Banking
Experience
Northern Trust August 2013 - Present
The Northern Trust Company July 2012 - Present
Northern Trust July 2012 - December 2012
Nemacolin Woodlands Resort May 2007 - August 2007
Southpointe Golf Club May 2004 - July 2006
Skills
PowerPoint, Microsoft Office, Financial Analysis, Microsoft Excel, Microsoft Word, Accounting, Customer Service, Teamwork, Social Media, Data Analysis, Access, Facebook, Strategic Planning, Time Management, Risk Analytics, Analysis
Education
Penn State University 2006 — 2011
B.S., Accounting
Penn State University 2006 — 2011
Bachelor of Science, Accounting
Smeal College of Business 2006 — 2011
Bachelor of Science (BS), Accounting
Northern Trust August 2013 - Present
The Northern Trust Company July 2012 - Present
Northern Trust July 2012 - December 2012
Nemacolin Woodlands Resort May 2007 - August 2007
Southpointe Golf Club May 2004 - July 2006
Skills
PowerPoint, Microsoft Office, Financial Analysis, Microsoft Excel, Microsoft Word, Accounting, Customer Service, Teamwork, Social Media, Data Analysis, Access, Facebook, Strategic Planning, Time Management, Risk Analytics, Analysis
Education
Penn State University 2006 — 2011
B.S., Accounting
Penn State University 2006 — 2011
Bachelor of Science, Accounting
Smeal College of Business 2006 — 2011
Bachelor of Science (BS), Accounting
Tregg Duerson Tregg Duerson's Northern Trust Experience January 2010 - May 2011
Job Banker at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan January 2015 - Present
Goldman Sachs May 2011 - August 2014
Northern Trust January 2010 - May 2011
Northern Trust August 2008 - January 2010
Skills
Investments, Finance, Financial Analysis, Financial Modeling, Strategic Planning, Public Speaking, Equities, Management, Leadership, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, General
University of Notre Dame - Mendoza College of Business 2004 — 2008
Bachelor's degree, Business Administration and Management, General
J.P. Morgan January 2015 - Present
Goldman Sachs May 2011 - August 2014
Northern Trust January 2010 - May 2011
Northern Trust August 2008 - January 2010
Skills
Investments, Finance, Financial Analysis, Financial Modeling, Strategic Planning, Public Speaking, Equities, Management, Leadership, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, General
University of Notre Dame - Mendoza College of Business 2004 — 2008
Bachelor's degree, Business Administration and Management, General
Yoli Gomez Yoli Gomez's Northern Trust Experience May 2011 - July 2013
Job Officer Associate Consultant at Northern Trust, Asset Management
Industry Investment Management
Experience
Northern Trust Corporation June 2015 - Present
Northern Trust Wealth Management July 2013 - June 2015
Northern Trust May 2011 - July 2013
BNY Mellon July 2006 - April 2011
Skills
Wealth Management, Portfolio Management, Bloomberg, Asset Allocation, Fixed Income, Equities, Investments, Mutual Funds, Securities, Financial Analysis, Financial Modeling
Education
Western State Colorado University 1998 — 2002
B.A, Business Administration
Pepperdine University 1994 — 1996
Northern Trust Corporation June 2015 - Present
Northern Trust Wealth Management July 2013 - June 2015
Northern Trust May 2011 - July 2013
BNY Mellon July 2006 - April 2011
Skills
Wealth Management, Portfolio Management, Bloomberg, Asset Allocation, Fixed Income, Equities, Investments, Mutual Funds, Securities, Financial Analysis, Financial Modeling
Education
Western State Colorado University 1998 — 2002
B.A, Business Administration
Pepperdine University 1994 — 1996
Jacky Oge's Northern Trust Experience 2007 - 2011
Job Account Executive at WebXL
Industry Restaurants
Experience
WebXL August 2013 - Present
The Backyard 2013 - 2014
Northern Trust 2007 - 2011
Skills
Affiliate Marketing, Paid Media, Marketing, Social Media Marketing, Microsoft Excel, Advertising, Event Management, PowerPoint, Social Media, Event Planning, Social Networking, Hospitality, Customer Service, Microsoft Word, Management, Email Marketing, Microsoft Office, Strategic Planning, Adobe, Adobe Creative Suite, Illustrator, Photoshop, Online Marketing
Education
Palm Beach State College
Associate of Arts (A.A.)
WebXL August 2013 - Present
The Backyard 2013 - 2014
Northern Trust 2007 - 2011
Skills
Affiliate Marketing, Paid Media, Marketing, Social Media Marketing, Microsoft Excel, Advertising, Event Management, PowerPoint, Social Media, Event Planning, Social Networking, Hospitality, Customer Service, Microsoft Word, Management, Email Marketing, Microsoft Office, Strategic Planning, Adobe, Adobe Creative Suite, Illustrator, Photoshop, Online Marketing
Education
Palm Beach State College
Associate of Arts (A.A.)
Stephanie Farsht Stephanie Farsht's Northern Trust Experience July 1992 - June 1996
Job Innovation and Strategy
Industry Retail
Experience
Kellogg School of Management January 2015 - Present
Techstars April 2014 - Present
Target Corporation 2001 - Present
Adjunct Professor at Carlson School of Management (University of Minnesota) 2008 - 2010
Interelate 2000 - 2001
Mitchell Madison Group August 1997 - January 2000
Northern Trust July 1992 - June 1996
Skills
Strategy, Business Strategy, Cross-functional Team..., Strategic Planning, Project Management, Competitive Analysis, Strategic Partnerships, Financial Modeling, Management Consulting, Strategy Development
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance and Strategy
Université Paris Dauphine 1991 — 1992
Business
University of Wisconsin-Madison 1988 — 1992
BA, Economics, French
Kellogg School of Management January 2015 - Present
Techstars April 2014 - Present
Target Corporation 2001 - Present
Adjunct Professor at Carlson School of Management (University of Minnesota) 2008 - 2010
Interelate 2000 - 2001
Mitchell Madison Group August 1997 - January 2000
Northern Trust July 1992 - June 1996
Skills
Strategy, Business Strategy, Cross-functional Team..., Strategic Planning, Project Management, Competitive Analysis, Strategic Partnerships, Financial Modeling, Management Consulting, Strategy Development
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance and Strategy
Université Paris Dauphine 1991 — 1992
Business
University of Wisconsin-Madison 1988 — 1992
BA, Economics, French
Jennifer Campuzano Jennifer Campuzano's Northern Trust Experience February 2009 - February 2012
Job Sr. Commercial Loan Administrator at First Midwest Bank
Industry Banking
Experience
First Midwest Bank February 2012 - Present
Northern Trust February 2009 - February 2012
Parkway Bank & Trust Company March 2004 - February 2009
Skills
Commercial Lending, Consumer Lending, Laser Pro, Loan Operations, Administrative..., Deposits, Customer Service, Title Insurance, Loan Documents, loan support, Loans
Education
Oakton Community College 2008 — 2011
A.A., Business Administration
First Midwest Bank February 2012 - Present
Northern Trust February 2009 - February 2012
Parkway Bank & Trust Company March 2004 - February 2009
Skills
Commercial Lending, Consumer Lending, Laser Pro, Loan Operations, Administrative..., Deposits, Customer Service, Title Insurance, Loan Documents, loan support, Loans
Education
Oakton Community College 2008 — 2011
A.A., Business Administration
Jason Tyler's Northern Trust Experience August 2011 - June 2014
Job Executive Vice President, Global Head of Client Solutions at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management June 2014 - Present
Northern Trust August 2011 - June 2014
Ariel Capital Management June 2003 - August 2011
American National Bank and Trust Company of Chicago 1993 - 2003
American National Bank & Trust Co. of Chicago 1993 - 2003
American National Bank 1993 - 2002
Skills
Business Strategy, Asset Management, Asset Managment, Portfolio Management, Financial Services, Hedge Funds, Alternative Investments, Financial Modeling, Investments, Equities, Mutual Funds, Asset Allocation, Private Equity, Risk Management, Financial Analysis, Strategy, Due Diligence, Strategic Partnerships, Referral Network, Management, Equity Research, Banking, Strategic Planning, Finance, New Business Development, Valuation, Team Leadership, Series 7, Leadership
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Accounting, Finance
Princeton University 1989 — 1993
AB, Political Science
Northern Trust Asset Management June 2014 - Present
Northern Trust August 2011 - June 2014
Ariel Capital Management June 2003 - August 2011
American National Bank and Trust Company of Chicago 1993 - 2003
American National Bank & Trust Co. of Chicago 1993 - 2003
American National Bank 1993 - 2002
Skills
Business Strategy, Asset Management, Asset Managment, Portfolio Management, Financial Services, Hedge Funds, Alternative Investments, Financial Modeling, Investments, Equities, Mutual Funds, Asset Allocation, Private Equity, Risk Management, Financial Analysis, Strategy, Due Diligence, Strategic Partnerships, Referral Network, Management, Equity Research, Banking, Strategic Planning, Finance, New Business Development, Valuation, Team Leadership, Series 7, Leadership
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Accounting, Finance
Princeton University 1989 — 1993
AB, Political Science
Allison Smaluk's Northern Trust Experience 2013 - Present
Job SVP, Global Head of Derivatives Client Services at Northern Trust
Industry Financial Services
Experience
Northern Trust 2013 - Present
J.P. Morgan 2010 - 2012
Bank of America 2007 - 2009
Bank of America 2005 - 2007
Bank of America 1998 - 2005
Bank of America 1996 - 1998
Jacobs Engineering 1994 - 1996
Skills
Derivatives, Fixed Income, Capital Markets, Risk Management, FX Options, Trading, Prime Brokerage, Operational Risk, Financial Services, Credit, Mutual Funds, Equities, Securities, Hedge Funds, Portfolio Management, Banking, Financial Markets, Investment Banking, Asset Managment, Financial Risk, Bloomberg, Investments, Trading Systems, Credit Risk, Middle Office, Loans, Options, Series 7, Bonds, Alternative Investments, Series 63, Asset Management, Management, Finance
Education
Purdue University 1990 — 1994
BA, Political Science, Journalism
Northern Trust 2013 - Present
J.P. Morgan 2010 - 2012
Bank of America 2007 - 2009
Bank of America 2005 - 2007
Bank of America 1998 - 2005
Bank of America 1996 - 1998
Jacobs Engineering 1994 - 1996
Skills
Derivatives, Fixed Income, Capital Markets, Risk Management, FX Options, Trading, Prime Brokerage, Operational Risk, Financial Services, Credit, Mutual Funds, Equities, Securities, Hedge Funds, Portfolio Management, Banking, Financial Markets, Investment Banking, Asset Managment, Financial Risk, Bloomberg, Investments, Trading Systems, Credit Risk, Middle Office, Loans, Options, Series 7, Bonds, Alternative Investments, Series 63, Asset Management, Management, Finance
Education
Purdue University 1990 — 1994
BA, Political Science, Journalism
Alex Ramirez's Northern Trust Experience 1995 - 1995
Job Commercial Real Estate Attorney
Industry Law Practice
Experience
CMR Investments September 2014 - Present
Law Office of Alejandro Ramirez May 2013 - Present
Three Point Productions, LLC (Football.com) May 2013 - September 2014
McGuireWoods (International Law Firm) 2012 - 2013
Advantage Civil Design Group, LLP July 2011 - September 2011
Steckbauer Weinhart, LLP (Real Estate Boutique Law Firm) March 2007 - April 2010
Jones Vargas (Law Firm, n/k/a Fennemore Craig Jones Vargas) October 2005 - March 2007
Goold Patterson (Real Estate Boutique Law Firm) 1999 - 2001
Northern Trust 1995 - 1995
Skills
Real Estate Transactions, Contract Negotiation, Due Diligence, Leases, Real Estate Negotiation, Business Transactions, Legal Services, Real Estate, Real Estate Development, Mergers & Acquisitions, Commercial Real Estate, Legal Assistance, Intellectual Property, Litigation, Investment Properties, Disposition, Acquisitions, Corporate Governance, Dispositions, Negotiation, Real Property, Finance
Education
Northwestern University School of Law 1996 — 1999
Juris Doctor
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Arts (B.A.), Finance
Lisle Senior High School 1988 — 1992
CMR Investments September 2014 - Present
Law Office of Alejandro Ramirez May 2013 - Present
Three Point Productions, LLC (Football.com) May 2013 - September 2014
McGuireWoods (International Law Firm) 2012 - 2013
Advantage Civil Design Group, LLP July 2011 - September 2011
Steckbauer Weinhart, LLP (Real Estate Boutique Law Firm) March 2007 - April 2010
Jones Vargas (Law Firm, n/k/a Fennemore Craig Jones Vargas) October 2005 - March 2007
Goold Patterson (Real Estate Boutique Law Firm) 1999 - 2001
Northern Trust 1995 - 1995
Skills
Real Estate Transactions, Contract Negotiation, Due Diligence, Leases, Real Estate Negotiation, Business Transactions, Legal Services, Real Estate, Real Estate Development, Mergers & Acquisitions, Commercial Real Estate, Legal Assistance, Intellectual Property, Litigation, Investment Properties, Disposition, Acquisitions, Corporate Governance, Dispositions, Negotiation, Real Property, Finance
Education
Northwestern University School of Law 1996 — 1999
Juris Doctor
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Arts (B.A.), Finance
Lisle Senior High School 1988 — 1992
John Burda John Burda's Northern Trust Experience 2007 - 2009
Job Senior Vice President, Indiana Commercial Banking Group at Wells Fargo
Industry Apparel & Fashion
Experience
Wells Fargo May 2015 - Present
Vera Bradley August 2011 - May 2015
Wells Fargo 2009 - 2011
Northern Trust 2007 - 2009
Northern Trust 2001 - 2007
PwC 1999 - 2001
Northern Trust 1996 - 1999
Northern Trust 1990 - 1996
Education
Northwestern University - Kellogg School of Management 1995 — 1999
Master of Business Administration (MBA), Finance and Marketing
University of Illinois at Urbana-Champaign 1985 — 1990
Bachelor of Science (BS), Finance, General
Wells Fargo May 2015 - Present
Vera Bradley August 2011 - May 2015
Wells Fargo 2009 - 2011
Northern Trust 2007 - 2009
Northern Trust 2001 - 2007
PwC 1999 - 2001
Northern Trust 1996 - 1999
Northern Trust 1990 - 1996
Education
Northwestern University - Kellogg School of Management 1995 — 1999
Master of Business Administration (MBA), Finance and Marketing
University of Illinois at Urbana-Champaign 1985 — 1990
Bachelor of Science (BS), Finance, General
PERLITA CONTRERAS PERLITA CONTRERAS's Northern Trust Experience November 1991 - September 2001
Job Principal, ECS SERVICES Court Accounting, Trust and Probate Administration, Forensic Accounting
Industry Accounting
Experience
ECS SERVICES September 2001 - Present
ERA August 2002 - August 2006
Northern Trust November 1991 - September 2001
Skills
Asset Managment, Banking, Wealth Management, Estate Planning, Strategic Financial..., Commercial Real Estate, Portfolio Management, Due Diligence, Financial Advisory, Real Estate, Retirement Planning, Accounting, Tax, Investments, Financial Analysis, Wealth, Asset Management, Credit, Risk Management, High Net Worth...
Education
Pepperdine University 1990 — 1993
Cannon Financial Institute
PCU
Bacherlor of Science, Management
ECS SERVICES September 2001 - Present
ERA August 2002 - August 2006
Northern Trust November 1991 - September 2001
Skills
Asset Managment, Banking, Wealth Management, Estate Planning, Strategic Financial..., Commercial Real Estate, Portfolio Management, Due Diligence, Financial Advisory, Real Estate, Retirement Planning, Accounting, Tax, Investments, Financial Analysis, Wealth, Asset Management, Credit, Risk Management, High Net Worth...
Education
Pepperdine University 1990 — 1993
Cannon Financial Institute
PCU
Bacherlor of Science, Management
Robert Grant Robert Grant's Northern Trust Experience 1979 - 1985
Job EVP and Senior Loan Officer at Clarkston State Bank
Industry Banking
Experience
Clarkston State Bank November 2011 - Present
Fidelity Bank December 2009 - October 2011
TCF Bank April 2005 - January 2009
Fifth Third Bank April 2001 - April 2005
Old Kent Bank June 1985 - April 2001
Northern Trust 1979 - 1985
Skills
Capital, Asset Based Lending, Marketing, Financial Structuring, Customer Retention, Customer Service, Budgets, Commercial Real Estate, Commercial Lending, Middle Market, Loans, Financial Analysis, Portfolio Management, Credit, Finance, Commercial Banking, Banking, Strategic Planning, Cash Management, Funding, Mergers & Acquisitions, Business Planning, Risk Management, Credit Analysis, Real Estate, Commercial Mortgages, Leadership, Start-ups, Due Diligence, Mergers, Investments, Loan Origination
Education
Oakland University
Clarkston State Bank November 2011 - Present
Fidelity Bank December 2009 - October 2011
TCF Bank April 2005 - January 2009
Fifth Third Bank April 2001 - April 2005
Old Kent Bank June 1985 - April 2001
Northern Trust 1979 - 1985
Skills
Capital, Asset Based Lending, Marketing, Financial Structuring, Customer Retention, Customer Service, Budgets, Commercial Real Estate, Commercial Lending, Middle Market, Loans, Financial Analysis, Portfolio Management, Credit, Finance, Commercial Banking, Banking, Strategic Planning, Cash Management, Funding, Mergers & Acquisitions, Business Planning, Risk Management, Credit Analysis, Real Estate, Commercial Mortgages, Leadership, Start-ups, Due Diligence, Mergers, Investments, Loan Origination
Education
Oakland University
Scott Hess's Northern Trust Experience March 2002 - May 2014
Job Director of Business Development at Retail One Group
Industry Retail
Experience
Retail One Group September 2015 - Present
Haberdash Men's Shop May 2014 - Present
Northern Trust March 2002 - May 2014
eFinance.com October 2000 - January 2001
MXG Media April 2000 - August 2000
Spherion April 1999 - February 2000
Bank of America November 1995 - April 1999
US Navy October 1989 - August 1993
Skills
Financial Analysis, Financial Modeling, Asset Managment, Strategic Financial..., Corporate Finance, Finance, Financial Services, Banking, Financial Reporting, Asset Management, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2008
MBA
Universty of South Florida 1994 — 1999
BS
Retail One Group September 2015 - Present
Haberdash Men's Shop May 2014 - Present
Northern Trust March 2002 - May 2014
eFinance.com October 2000 - January 2001
MXG Media April 2000 - August 2000
Spherion April 1999 - February 2000
Bank of America November 1995 - April 1999
US Navy October 1989 - August 1993
Skills
Financial Analysis, Financial Modeling, Asset Managment, Strategic Financial..., Corporate Finance, Finance, Financial Services, Banking, Financial Reporting, Asset Management, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2008
MBA
Universty of South Florida 1994 — 1999
BS
Justin Blank's Northern Trust Experience September 2005 - May 2010
Job
Industry Information Technology and Services
Experience
Federal Deposit Insurance Corporation (FDIC) July 2015 - Present
Northern Trust Asset Management May 2010 - November 2014
Northern Trust September 2005 - May 2010
Sogeti March 2002 - August 2008
Sogeti August 1997 - March 2002
Skills
Project Management, SDLC, SQL, Cross-functional Team..., XML, Requirements Analysis, Management, Business Analysis, Software Project..., Requirements Gathering, Project Portfolio..., ASP, Business Intelligence, Databases, Business Process..., Process Improvement, Fixing, Microsoft Office, Business Process
Education
Purdue University 1994 — 1997
BS, Business Management
Federal Deposit Insurance Corporation (FDIC) July 2015 - Present
Northern Trust Asset Management May 2010 - November 2014
Northern Trust September 2005 - May 2010
Sogeti March 2002 - August 2008
Sogeti August 1997 - March 2002
Skills
Project Management, SDLC, SQL, Cross-functional Team..., XML, Requirements Analysis, Management, Business Analysis, Software Project..., Requirements Gathering, Project Portfolio..., ASP, Business Intelligence, Databases, Business Process..., Process Improvement, Fixing, Microsoft Office, Business Process
Education
Purdue University 1994 — 1997
BS, Business Management
Wesley Dolezal's Northern Trust Experience April 2011 - August 2013
Job Senior Treasury IT Specialist at Aon
Industry Information Technology and Services
Experience
Aon August 2013 - Present
Northern Trust April 2011 - August 2013
Premier Systems, Inc April 2007 - April 2011
BancTec May 2006 - April 2007
KV Works, Inc May 2005 - May 2006
Skills
Fixed Income, SQL, Project Management, Requirements Analysis, Asset Management, Valuation, Active Directory, Financial Analysis, Derivatives, Equities, SDLC
Education
Purdue University North Central 2000 — 2005
Bachelor of Science (BS), Computer and Information Sciences, General
Aon August 2013 - Present
Northern Trust April 2011 - August 2013
Premier Systems, Inc April 2007 - April 2011
BancTec May 2006 - April 2007
KV Works, Inc May 2005 - May 2006
Skills
Fixed Income, SQL, Project Management, Requirements Analysis, Asset Management, Valuation, Active Directory, Financial Analysis, Derivatives, Equities, SDLC
Education
Purdue University North Central 2000 — 2005
Bachelor of Science (BS), Computer and Information Sciences, General
Alfredo Anguiano's Northern Trust Experience August 2000 - Present
Job Investement Management Relationship Representative at Northern Trust
Industry Financial Services
Experience
Northern Trust August 2000 - Present
Northern Trust October 2000 - August 2004
Northern Trust August 2000 - October 2000
United Futures Trading Co. April 2000 - June 2000
Continental Marketing Services June 1997 - November 1999
Skills
Strategic Financial...
Education
Purdue University 1995 — 1999
Northern Trust August 2000 - Present
Northern Trust October 2000 - August 2004
Northern Trust August 2000 - October 2000
United Futures Trading Co. April 2000 - June 2000
Continental Marketing Services June 1997 - November 1999
Skills
Strategic Financial...
Education
Purdue University 1995 — 1999
Ajay Pooskuri's Northern Trust Experience August 2010 - June 2012
Job Data Integration,Business Intelligence
Industry Information Technology and Services
Experience
Baxter International Inc. June 2014 - Present
Softcom Systems Inc February 2005 - Present
CCH, a part of Wolters Kluwer January 2014 - May 2014
Caterpillar Inc. June 2012 - December 2013
Northern Trust August 2010 - June 2012
OfficeMax March 2010 - July 2010
Baxter BioScience September 2009 - February 2010
OfficeMax March 2009 - September 2009
Baxter BioScience December 2008 - March 2009
OfficeMax July 2008 - October 2008
Skills
Data Warehousing, ETL, Oracle, Business Intelligence, Data Modeling, Datastage, Teradata, Data Integration, Unix Shell Scripting, Testing, Data Analysis, Business Objects, Microsoft SQL Server, IBM IS BigInsights, SQL, SAP Data Services, IBM IS Streams, Big Data, Cognos, Cognos Data manager, BODS, Shell Scripting, AWS kinesis, Python, AWS Redshift
Education
Osmania University 2000 — 2002
Master's, Computer Science
University of New Orleans
Master’s Degree, Computer Science
Baxter International Inc. June 2014 - Present
Softcom Systems Inc February 2005 - Present
CCH, a part of Wolters Kluwer January 2014 - May 2014
Caterpillar Inc. June 2012 - December 2013
Northern Trust August 2010 - June 2012
OfficeMax March 2010 - July 2010
Baxter BioScience September 2009 - February 2010
OfficeMax March 2009 - September 2009
Baxter BioScience December 2008 - March 2009
OfficeMax July 2008 - October 2008
Skills
Data Warehousing, ETL, Oracle, Business Intelligence, Data Modeling, Datastage, Teradata, Data Integration, Unix Shell Scripting, Testing, Data Analysis, Business Objects, Microsoft SQL Server, IBM IS BigInsights, SQL, SAP Data Services, IBM IS Streams, Big Data, Cognos, Cognos Data manager, BODS, Shell Scripting, AWS kinesis, Python, AWS Redshift
Education
Osmania University 2000 — 2002
Master's, Computer Science
University of New Orleans
Master’s Degree, Computer Science
Steve Winfree, CISA's Northern Trust Experience July 2007 - Present
Job Information Systems Audit Leader at Northern Trust
Industry Banking
Experience
Northern Trust July 2007 - Present
Protiviti, Inc. October 2004 - June 2007
Peoples Energy July 1999 - October 2004
Skills
Windows: NT, 2000,..., Microsoft Exchange..., UNIX/Linux: Solaris,..., AS400, Mainframe (ACF2..., SAP and Business..., Microsoft Office Suite, Internal Audit, Risk Assessment, Software Documentation, Auditing, Sarbanes-Oxley Act, Security, Management, IT Audit, Disaster Recovery, Program Management, Business Process..., CISA, Information Security, Internal Controls, Enterprise Risk...
Education
Purdue University 1994 — 1999
BS, Civil Engineering
Northern Trust July 2007 - Present
Protiviti, Inc. October 2004 - June 2007
Peoples Energy July 1999 - October 2004
Skills
Windows: NT, 2000,..., Microsoft Exchange..., UNIX/Linux: Solaris,..., AS400, Mainframe (ACF2..., SAP and Business..., Microsoft Office Suite, Internal Audit, Risk Assessment, Software Documentation, Auditing, Sarbanes-Oxley Act, Security, Management, IT Audit, Disaster Recovery, Program Management, Business Process..., CISA, Information Security, Internal Controls, Enterprise Risk...
Education
Purdue University 1994 — 1999
BS, Civil Engineering
Patrick Harvey's Northern Trust Experience August 2011 - Present
Job Associate at Northern Trust Hedge Fund Services
Industry Investment Management
Experience
Northern Trust August 2011 - Present
Citadel Investment Group September 2005 - August 2011
Education
Northwestern University - Kellogg School of Management 2010 — 2013
Master of Business Administration (M.B.A.), Finance
University of Iowa 1999 — 2003
BBA, Finance
University of Iowa - Henry B. Tippie College of Business 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Northern Trust August 2011 - Present
Citadel Investment Group September 2005 - August 2011
Education
Northwestern University - Kellogg School of Management 2010 — 2013
Master of Business Administration (M.B.A.), Finance
University of Iowa 1999 — 2003
BBA, Finance
University of Iowa - Henry B. Tippie College of Business 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Kelley D Hefferan's Northern Trust Experience March 2005 - March 2009
Job Vice President Retail Banking at Webster Bank
Industry Banking
Experience
Webster Bank April 2009 - Present
Northern Trust March 2005 - March 2009
Bank of America July 1999 - March 2005
Citibank FSB CT May 1996 - July 1999
First County Bank - Stamford, CT February 1994 - May 1996
Gateway Bank March 1979 - February 1994
Skills
Risk Management, Banking, Commercial Banking, Investments, Cash Management, Financial Risk, Portfolio Management, Management, New Business Development, Consumer Lending, Financial Services, Insurance, Finance, Relationship Management, Financial Analysis, Securities, Sales, Private Banking, Loans
Education
Norwalk Community College 1977 — 1979
Norwalk High School 1972 — 1976
HS Diploma, College Preparatory
Webster Bank April 2009 - Present
Northern Trust March 2005 - March 2009
Bank of America July 1999 - March 2005
Citibank FSB CT May 1996 - July 1999
First County Bank - Stamford, CT February 1994 - May 1996
Gateway Bank March 1979 - February 1994
Skills
Risk Management, Banking, Commercial Banking, Investments, Cash Management, Financial Risk, Portfolio Management, Management, New Business Development, Consumer Lending, Financial Services, Insurance, Finance, Relationship Management, Financial Analysis, Securities, Sales, Private Banking, Loans
Education
Norwalk Community College 1977 — 1979
Norwalk High School 1972 — 1976
HS Diploma, College Preparatory
Bo Girn, MSEE, PMP's Northern Trust Experience July 2007 - Present
Job Sr. Project Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust July 2007 - Present
AT&T September 2003 - July 2007
Accenture June 1995 - August 2003
Skills
IT Strategy, SDLC, PMO, Program Management, Vendor Management, Requirements Analysis, Enterprise Architecture, Business Analysis, Business Intelligence, Integration, Software Project..., Business Process..., PMP, IT Management, Software Development, Requirements Gathering, Diversity & Inclusion, Agile Project Management, Visio, Business Process, Agile Methodologies, Project Delivery, Resource Management, Project Portfolio..., Solution Architecture, SharePoint, Outsourcing
Education
Purdue University 1993 — 1995
MS, Electrical Engineering
Purdue University 1990 — 1992
MS, Mathematics
Purdue University 1984 — 1988
BS, Electrical Engineering
Northern Trust July 2007 - Present
AT&T September 2003 - July 2007
Accenture June 1995 - August 2003
Skills
IT Strategy, SDLC, PMO, Program Management, Vendor Management, Requirements Analysis, Enterprise Architecture, Business Analysis, Business Intelligence, Integration, Software Project..., Business Process..., PMP, IT Management, Software Development, Requirements Gathering, Diversity & Inclusion, Agile Project Management, Visio, Business Process, Agile Methodologies, Project Delivery, Resource Management, Project Portfolio..., Solution Architecture, SharePoint, Outsourcing
Education
Purdue University 1993 — 1995
MS, Electrical Engineering
Purdue University 1990 — 1992
MS, Mathematics
Purdue University 1984 — 1988
BS, Electrical Engineering
John Menard's Northern Trust Experience November 1997 - June 2005
Job Sales & Investor Relations Executive
Industry Financial Services
Experience
Little Orbit August 2012 - Present
Kennedy Design Build October 2011 - Present
ESSEX CAPITAL CORPORATION August 2010 - May 2015
Wells Fargo Asset Management - Clearlend Securities October 2006 - March 2012
State Street July 2005 - September 2006
Northern Trust November 1997 - June 2005
State Street December 1991 - November 1997
Skills
Risk Management, Asset Management, Equities, Investments, New Business Development, Asset Managment, Sales, Relationship Management, Marketing, Financial Services, Real Estate, Securities, Hedge Funds, Banking, Institutional..., Due Diligence, Mutual Funds, Fixed Income, Credit, Venture Capital, Portfolio Management, Series 7, Cash Management, Capital Markets, Finance, Funding
Education
Northwestern University - Kellogg School of Management 1998 — 2001
MBA, Finance & Marketing
University of Massachusetts, Amherst 1987 — 1991
BA, Finance
Little Orbit August 2012 - Present
Kennedy Design Build October 2011 - Present
ESSEX CAPITAL CORPORATION August 2010 - May 2015
Wells Fargo Asset Management - Clearlend Securities October 2006 - March 2012
State Street July 2005 - September 2006
Northern Trust November 1997 - June 2005
State Street December 1991 - November 1997
Skills
Risk Management, Asset Management, Equities, Investments, New Business Development, Asset Managment, Sales, Relationship Management, Marketing, Financial Services, Real Estate, Securities, Hedge Funds, Banking, Institutional..., Due Diligence, Mutual Funds, Fixed Income, Credit, Venture Capital, Portfolio Management, Series 7, Cash Management, Capital Markets, Finance, Funding
Education
Northwestern University - Kellogg School of Management 1998 — 2001
MBA, Finance & Marketing
University of Massachusetts, Amherst 1987 — 1991
BA, Finance
Vamsi Rallabandi PMP's Northern Trust Experience February 2002 - January 2005
Job Senior Technology Leader
Industry Hospital & Health Care
Experience
CVS Caremark February 2005 - Present
Northern Trust February 2002 - January 2005
Mastech (Emplifi) - working for CitiGroup 1997 - 2002
Skills
SDLC, Project Management, Visio, Process Improvement, Vendor Management, Requirements Gathering, PMP, PMO, Requirements Analysis, IT Strategy, Software Project..., SharePoint, Software Documentation, Information Technology, Resource Management, Business Analysis, Business Process, Enterprise Architecture, CRM, Disaster Recovery, Integration, Project Portfolio..., Pharmacy Benefit..., Citrix, Business Intelligence, Leadership, IT Management, Change Management, Scope Management, Scheduling Management, Risk Management, Flexible Spending..., Scrum, Agile & Waterfall...
Education
Osmania University 1990 — 1994
Bachelor's degree, Electrical and Electronics Engineering
CVS Caremark February 2005 - Present
Northern Trust February 2002 - January 2005
Mastech (Emplifi) - working for CitiGroup 1997 - 2002
Skills
SDLC, Project Management, Visio, Process Improvement, Vendor Management, Requirements Gathering, PMP, PMO, Requirements Analysis, IT Strategy, Software Project..., SharePoint, Software Documentation, Information Technology, Resource Management, Business Analysis, Business Process, Enterprise Architecture, CRM, Disaster Recovery, Integration, Project Portfolio..., Pharmacy Benefit..., Citrix, Business Intelligence, Leadership, IT Management, Change Management, Scope Management, Scheduling Management, Risk Management, Flexible Spending..., Scrum, Agile & Waterfall...
Education
Osmania University 1990 — 1994
Bachelor's degree, Electrical and Electronics Engineering
Denise Krisko, CFA's Northern Trust Experience 2003 - 2004
Job President and CoFounder at Vident Investment Advisory, LLC
Industry Financial Services
Experience
Vident Investment Advisory, LLC November 2014 - Present
Index Management Solutions, LLC January 2010 - November 2014
Bank of New York Mellon Corp. 2005 - 2009
Northern Trust 2003 - 2004
Deutsche Asset Management 2000 - 2003
The Vanguard Group 1994 - 2000
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investments, Fixed Income, Strategy, Bloomberg, Securities, ETFs, Equity Derivatives, Bonds, Capital Markets, Derivatives, Equities, Financial Markets, Global Custody, Structured Products
Education
Villanova University 1992 — 1995
MBA, Finance
Penn State University
B.S., Finance & Economics
Vident Investment Advisory, LLC November 2014 - Present
Index Management Solutions, LLC January 2010 - November 2014
Bank of New York Mellon Corp. 2005 - 2009
Northern Trust 2003 - 2004
Deutsche Asset Management 2000 - 2003
The Vanguard Group 1994 - 2000
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investments, Fixed Income, Strategy, Bloomberg, Securities, ETFs, Equity Derivatives, Bonds, Capital Markets, Derivatives, Equities, Financial Markets, Global Custody, Structured Products
Education
Villanova University 1992 — 1995
MBA, Finance
Penn State University
B.S., Finance & Economics
Beth Gallagher's Northern Trust Experience February 2008 - November 2008
Job Director of Community Involvement at Aon
Industry Philanthropy
Experience
Aon December 2008 - Present
Northern Trust February 2008 - November 2008
Aon Corporation April 2006 - February 2008
Youth Outreach Services November 2002 - March 2006
The Art Institute of Portland June 2000 - July 2001
Skills
Non-profits, Fundraising, Philanthropy, Event Planning, Grant Writing, Event Management, Volunteer Management, Editing, Community Outreach, Strategic Planning, Research, Program Management
Education
The University of Chicago 2001 — 2002
M.A., Humanities
Portland State University 1997 — 2000
B.A., English
Aon December 2008 - Present
Northern Trust February 2008 - November 2008
Aon Corporation April 2006 - February 2008
Youth Outreach Services November 2002 - March 2006
The Art Institute of Portland June 2000 - July 2001
Skills
Non-profits, Fundraising, Philanthropy, Event Planning, Grant Writing, Event Management, Volunteer Management, Editing, Community Outreach, Strategic Planning, Research, Program Management
Education
The University of Chicago 2001 — 2002
M.A., Humanities
Portland State University 1997 — 2000
B.A., English
Maria Neary's Northern Trust Experience January 2011 - Present
Job Senior Wealth Advisor at Northern Trust
Industry Financial Services
Experience
Northern Trust January 2011 - Present
Geller Family Office Services LLC August 2004 - September 2010
Braun Business Management 2003 - 2004
JP Morgan Chase Private Bank 1995 - 2003
Chemical Bank 1993 - 1995
PriceWaterhouseCoopers 1989 - 1993
Skills
Investments, Wealth Management, Estate Planning, High Net Worth..., Private Banking, Trusts, Wealth Management..., Finance, Financial Services, Wealth, Hedge Funds, Asset Managment, CRM, Investment Management, Alternative Investments, Investment Advisory, Securities, Fixed Income, Portfolio Management, Equities, Asset Allocation, Investment Strategies, Asset Management
Education
Pace University
BBA/MBA, Accounting
Northern Trust January 2011 - Present
Geller Family Office Services LLC August 2004 - September 2010
Braun Business Management 2003 - 2004
JP Morgan Chase Private Bank 1995 - 2003
Chemical Bank 1993 - 1995
PriceWaterhouseCoopers 1989 - 1993
Skills
Investments, Wealth Management, Estate Planning, High Net Worth..., Private Banking, Trusts, Wealth Management..., Finance, Financial Services, Wealth, Hedge Funds, Asset Managment, CRM, Investment Management, Alternative Investments, Investment Advisory, Securities, Fixed Income, Portfolio Management, Equities, Asset Allocation, Investment Strategies, Asset Management
Education
Pace University
BBA/MBA, Accounting
Scott Hammond's Northern Trust Experience 2007 - 2009
Job Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2009 - Present
Transparent Value July 2009 - June 2010
Northern Trust 2007 - 2009
Northern Trust Global Investments 2006 - 2009
Barclays Global Investors 1999 - 2006
Skills
Investments, Equities, Portfolio Management, Asset Management, ETFs, Integration
Education
Purdue University
Master of Business Administration (MBA)
University of New Hampshire
Bachelor of Arts (BA), Economics/Computer Science
Guggenheim Partners July 2009 - Present
Transparent Value July 2009 - June 2010
Northern Trust 2007 - 2009
Northern Trust Global Investments 2006 - 2009
Barclays Global Investors 1999 - 2006
Skills
Investments, Equities, Portfolio Management, Asset Management, ETFs, Integration
Education
Purdue University
Master of Business Administration (MBA)
University of New Hampshire
Bachelor of Arts (BA), Economics/Computer Science
Jonathan Vree's Northern Trust Experience 1994 - 2007
Job Principal at Gofen & Glossberg
Industry Investment Management
Experience
Gofen & Glossberg May 2007 - Present
Northern Trust 1994 - 2007
Education
Northwestern University - Kellogg School of Management 1999 — 2002
M.B.A,, Finance, Management & Strategy
University of Michigan 1990 — 1994
B.A., Economics
Washington University in St. Louis
Gofen & Glossberg May 2007 - Present
Northern Trust 1994 - 2007
Education
Northwestern University - Kellogg School of Management 1999 — 2002
M.B.A,, Finance, Management & Strategy
University of Michigan 1990 — 1994
B.A., Economics
Washington University in St. Louis
Marguerite Griffin's Northern Trust Experience April 2006 - Present
Job National Director of Philanthropic Services
Industry Financial Services
Experience
Northern Trust April 2006 - Present
Northern Trust November 1999 - April 2006
Skills
Philanthropy, Wealth Management, Board Development and..., International..., Family Philanthropy, Microfinance, Tax-Exempt Organizations, Private Foundation..., Women's Philanthropy, Estate Planning, Board Development, Grants, Strategy, Non-profit..., Tax-exempt, Wealth Management..., Estate Tax Planning, High Net Worth..., Trusts, Alternative Investments, Retirement Planning, Asset Allocation, Strategic Planning, Investment Management, Financial Services, Tax Law, Wealth, Charities, Investment Advisory, Asset Protection, Trust Services, Investments, Securities, Financial Planners, Portfolio Management, Asset Management, Private Banking, Mutual Funds, Strategic Financial..., Hedge Funds
Education
Northwestern University School of Law 1988 — 1991
JD, Law
Washington University in St. Louis 1984 — 1988
BA, French, International Development
Northern Trust April 2006 - Present
Northern Trust November 1999 - April 2006
Skills
Philanthropy, Wealth Management, Board Development and..., International..., Family Philanthropy, Microfinance, Tax-Exempt Organizations, Private Foundation..., Women's Philanthropy, Estate Planning, Board Development, Grants, Strategy, Non-profit..., Tax-exempt, Wealth Management..., Estate Tax Planning, High Net Worth..., Trusts, Alternative Investments, Retirement Planning, Asset Allocation, Strategic Planning, Investment Management, Financial Services, Tax Law, Wealth, Charities, Investment Advisory, Asset Protection, Trust Services, Investments, Securities, Financial Planners, Portfolio Management, Asset Management, Private Banking, Mutual Funds, Strategic Financial..., Hedge Funds
Education
Northwestern University School of Law 1988 — 1991
JD, Law
Washington University in St. Louis 1984 — 1988
BA, French, International Development
Diana Loncar's Northern Trust Experience October 2011 - Present
Job Manager
Industry Financial Services
Experience
Northern Trust October 2011 - Present
Zenith American Solutions October 2008 - October 2011
Education
Olivet Nazarene University 2006 — 2008
Master of Business Administration (MBA)
Northern Trust October 2011 - Present
Zenith American Solutions October 2008 - October 2011
Education
Olivet Nazarene University 2006 — 2008
Master of Business Administration (MBA)
Katherine Nellis's Northern Trust Experience January 2001 - February 2011
Job Highly qualified science, business and math teacher
Industry Primary/Secondary Education
Experience
Global Village Academy July 2015 - Present
Community College of Aurora August 2013 - June 2014
Aurora Public Schools January 2013 - June 2014
Area Charter School February 2011 - December 2012
Northern Trust January 2001 - February 2011
Skills
Team Building, Data Analysis, Teaching, Management, Educational Leadership, Nonprofits, Microsoft Office, Curriculum Development, Leadership, Curriculum Design, Elementary Education, Public Speaking, Staff Development
Education
Teacher Institute at La Academia 2011 — 2012
General Education License, Science Teacher Education/General Science Teacher Education, 4.0
University of Colorado Denver 2003 — 2007
MBA, Marketing
Purdue University 1999 — 2000
Biology education, Biology Teaching
University of Colorado Boulder 1994 — 1998
BA, Biology
Global Village Academy July 2015 - Present
Community College of Aurora August 2013 - June 2014
Aurora Public Schools January 2013 - June 2014
Area Charter School February 2011 - December 2012
Northern Trust January 2001 - February 2011
Skills
Team Building, Data Analysis, Teaching, Management, Educational Leadership, Nonprofits, Microsoft Office, Curriculum Development, Leadership, Curriculum Design, Elementary Education, Public Speaking, Staff Development
Education
Teacher Institute at La Academia 2011 — 2012
General Education License, Science Teacher Education/General Science Teacher Education, 4.0
University of Colorado Denver 2003 — 2007
MBA, Marketing
Purdue University 1999 — 2000
Biology education, Biology Teaching
University of Colorado Boulder 1994 — 1998
BA, Biology
Srini Balasubramaniam's Northern Trust Experience December 1997 - May 2003
Job Technical Lead and Integration Architect Contractor at Norfolk Southern
Industry Information Technology and Services
Experience
Norfolk Southern May 2008 - Present
TEKsystems June 2003 - Present
Norfolk Southern June 2003 - April 2008
Covansys November 1996 - June 2003
Northern Trust December 1997 - May 2003
Blue Cross and Blue Shield of Illinois July 1995 - November 1997
Software Architects 1995 - 1996
Zimmer Inc 1994 - June 1995
Skills
Weblogic, DB2, Visio, Java Enterprise Edition, Integration, Software Project..., MS Project, SOA, Requirements Analysis, SQL, Enterprise Architecture, SDLC, Data Warehousing, Agile Methodologies, Program Management, Oracle, Database Design
Education
Wichita State University 1992 — 1994
Master's Degree
PSG College of Technology 1987 — 1991
Bachelor's Degree
Nanjappa Higher Secondary School 1982 — 1987
High School
Norfolk Southern May 2008 - Present
TEKsystems June 2003 - Present
Norfolk Southern June 2003 - April 2008
Covansys November 1996 - June 2003
Northern Trust December 1997 - May 2003
Blue Cross and Blue Shield of Illinois July 1995 - November 1997
Software Architects 1995 - 1996
Zimmer Inc 1994 - June 1995
Skills
Weblogic, DB2, Visio, Java Enterprise Edition, Integration, Software Project..., MS Project, SOA, Requirements Analysis, SQL, Enterprise Architecture, SDLC, Data Warehousing, Agile Methodologies, Program Management, Oracle, Database Design
Education
Wichita State University 1992 — 1994
Master's Degree
PSG College of Technology 1987 — 1991
Bachelor's Degree
Nanjappa Higher Secondary School 1982 — 1987
High School
Tammy Woodrum's Northern Trust Experience Team LeaderAccor North America2002 - 2004
Job Training Analyst at Northern Trust
Industry Banking
Experience
Northern Trust Team LeaderAccor North America2002 - 2004
Accor North America 2001 - 2004
Education
Ottawa University
Northern Trust Team LeaderAccor North America2002 - 2004
Accor North America 2001 - 2004
Education
Ottawa University
Justin Bontrager's Northern Trust Experience 2008 - January 2011
Job Category Analyst On Premise at MillerCoors
Industry Consumer Goods
Experience
MillerCoors June 2015 - Present
Red Bull January 2011 - Present
Northern Trust 2008 - January 2011
ThinkEquity Partners May 2007 - August 2007
Skills
Forecasting, Supply Chain, FMCG, Wealth Management, Cross-functional Team..., Supply Chain Management, SAP, Retail, Securities, Brand Management, Leadership, Microsoft Excel, Sales
Education
Pepperdine University 2004 — 2008
B.S., International Business
MillerCoors June 2015 - Present
Red Bull January 2011 - Present
Northern Trust 2008 - January 2011
ThinkEquity Partners May 2007 - August 2007
Skills
Forecasting, Supply Chain, FMCG, Wealth Management, Cross-functional Team..., Supply Chain Management, SAP, Retail, Securities, Brand Management, Leadership, Microsoft Excel, Sales
Education
Pepperdine University 2004 — 2008
B.S., International Business
Dennis Diamond's Northern Trust Experience May 2010 - June 2012
Job IT Procurement Professional
Industry Financial Services
Experience
Northern Trust May 2010 - June 2012
TEKsystems October 2009 - May 2010
Allstate Insurance Company March 1975 - June 2009
Skills
Procurement, Global Sourcing, eSourcing, RFP, Negotiation, Vendors, Sourcing, Contract Negotiation, Supply Management, Vendor Management, Contract Management, Strategic Sourcing, Strategy, Leadership, Supplier Negotiation, Outsourcing
Education
Norwich University 1966 — 1970
BS, Business Admin
Northern Trust May 2010 - June 2012
TEKsystems October 2009 - May 2010
Allstate Insurance Company March 1975 - June 2009
Skills
Procurement, Global Sourcing, eSourcing, RFP, Negotiation, Vendors, Sourcing, Contract Negotiation, Supply Management, Vendor Management, Contract Management, Strategic Sourcing, Strategy, Leadership, Supplier Negotiation, Outsourcing
Education
Norwich University 1966 — 1970
BS, Business Admin
Ray Leightman's Northern Trust Experience July 1992 - Present
Job Regional Sales Director at Northern Trust
Industry Financial Services
Experience
Northern Trust July 1992 - Present
Education
Penn State University 1974 — 1975
M. Ed
Purdue University
Northern Trust July 1992 - Present
Education
Penn State University 1974 — 1975
M. Ed
Purdue University
Leela Ganesna's Northern Trust Experience September 2011 - June 2012
Job Sr Datawarehouse/Integration specialist at Cambia Health Solutions
Industry Computer Software
Experience
Cambia Health Solutions July 2012 - Present
Northern Trust September 2011 - June 2012
The Regence Group September 2010 - October 2011
Vision Service Plan May 2010 - January 2011
Actel December 2009 - May 2010
Commerical Metals Company April 2008 - January 2010
Blue Cross Blue Shield TX April 2007 - March 2008
Acxiom March 2006 - April 2007
Wolters Kluwer Health April 2005 - March 2006
Skills
Data Warehousing, ETL, Datastage, Teradata, Data Integration, DB2, Informatica, Business Objects, Data Modeling, Data Warehouse..., Business Intelligence, Cognos, Dimensional Modeling, Unix Shell Scripting, Oracle, Data Quality, Unix, SDLC, Requirements Analysis, PL/SQL, Microsoft SQL Server, COBOL, Agile Methodologies, XML, SOA, ETL Tools, Integration, Data Migration, Data Marts, SSIS, Erwin, DataStage
Education
Osmania University 1996 — 2000
Bachelors of Engineering
Cambia Health Solutions July 2012 - Present
Northern Trust September 2011 - June 2012
The Regence Group September 2010 - October 2011
Vision Service Plan May 2010 - January 2011
Actel December 2009 - May 2010
Commerical Metals Company April 2008 - January 2010
Blue Cross Blue Shield TX April 2007 - March 2008
Acxiom March 2006 - April 2007
Wolters Kluwer Health April 2005 - March 2006
Skills
Data Warehousing, ETL, Datastage, Teradata, Data Integration, DB2, Informatica, Business Objects, Data Modeling, Data Warehouse..., Business Intelligence, Cognos, Dimensional Modeling, Unix Shell Scripting, Oracle, Data Quality, Unix, SDLC, Requirements Analysis, PL/SQL, Microsoft SQL Server, COBOL, Agile Methodologies, XML, SOA, ETL Tools, Integration, Data Migration, Data Marts, SSIS, Erwin, DataStage
Education
Osmania University 1996 — 2000
Bachelors of Engineering
Frank Nowicki's Northern Trust Experience September 2002 - May 2003
Job Manager at PwC Consulting
Industry Management Consulting
Experience
PwC Consulting May 2011 - Present
TNS (Formerly Research International) January 2006 - April 2011
Accenture May 2003 - January 2006
Northern Trust September 2002 - May 2003
Skills
Financial Modeling, Managerial Finance, Financial Analysis, Analysis, Finance, Due Diligence, Corporate Finance, Financial Reporting, Valuation, Analytics
Education
Northwestern University - Kellogg School of Management 2008 — 2011
MBA
University of Illinois at Urbana-Champaign 1998 — 2002
BS, Finance
Marist High School 1994 — 1998
PwC Consulting May 2011 - Present
TNS (Formerly Research International) January 2006 - April 2011
Accenture May 2003 - January 2006
Northern Trust September 2002 - May 2003
Skills
Financial Modeling, Managerial Finance, Financial Analysis, Analysis, Finance, Due Diligence, Corporate Finance, Financial Reporting, Valuation, Analytics
Education
Northwestern University - Kellogg School of Management 2008 — 2011
MBA
University of Illinois at Urbana-Champaign 1998 — 2002
BS, Finance
Marist High School 1994 — 1998
Harlan Thompson, CFA's Northern Trust Experience January 2011 - December 2014
Job Corporate Advisory Board Member at USC Marshall School of Business
Industry Financial Services
Experience
AbilityFirst June 2015 - Present
Holly Street Wealth January 2015 - Present
USC Marshall School of Business January 2013 - Present
Northern Trust January 2011 - December 2014
Capital Group 2006 - 2011
US Trust 2003 - 2006
Provident Investment Counsel 1991 - 2003
Skills
Investments, Asset Allocation, Investment Management, Asset Management, Alternative Investments, Equities, Portfolio Management, Hedge Funds, Series 7, Asset Managment, Wealth Management, Investment Strategies, Fixed Income, Mutual Funds, Valuation, Private Equity, High Net Worth..., Fund Of Funds, Banking, Investment Advisory, Capital Markets, Equity Research, Series 63, Wealth Management..., Securities, ETFs, Bonds, Investment Banking, Trading, Financial Services, Derivatives, Private Banking
Education
University of Southern California 1982 — 1984
Master of Business Administration (MBA), Finance and Financial Management Services
Oregon State University 1974 — 1978
Bachelor of Science (BS), Industrial Engineering
AbilityFirst June 2015 - Present
Holly Street Wealth January 2015 - Present
USC Marshall School of Business January 2013 - Present
Northern Trust January 2011 - December 2014
Capital Group 2006 - 2011
US Trust 2003 - 2006
Provident Investment Counsel 1991 - 2003
Skills
Investments, Asset Allocation, Investment Management, Asset Management, Alternative Investments, Equities, Portfolio Management, Hedge Funds, Series 7, Asset Managment, Wealth Management, Investment Strategies, Fixed Income, Mutual Funds, Valuation, Private Equity, High Net Worth..., Fund Of Funds, Banking, Investment Advisory, Capital Markets, Equity Research, Series 63, Wealth Management..., Securities, ETFs, Bonds, Investment Banking, Trading, Financial Services, Derivatives, Private Banking
Education
University of Southern California 1982 — 1984
Master of Business Administration (MBA), Finance and Financial Management Services
Oregon State University 1974 — 1978
Bachelor of Science (BS), Industrial Engineering
Winifred Date's Northern Trust Experience 1984 - Present
Job Senior Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust 1984 - Present
Education
Northwestern University School of Law
J.D.
Smith College
B.A.
University of Chicago Graduate School of Business
M.B.A.
Northern Trust 1984 - Present
Education
Northwestern University School of Law
J.D.
Smith College
B.A.
University of Chicago Graduate School of Business
M.B.A.
Shirley Wallace's Northern Trust Experience July 1989 - Present
Job Private Banker at Northern Trust
Industry Financial Services
Experience
Northern Trust July 1989 - Present
Skills
Investments, Portfolio Management
Education
Purdue University
Roosevelt University
Northern Trust July 1989 - Present
Skills
Investments, Portfolio Management
Education
Purdue University
Roosevelt University
Jim Lukas's Northern Trust Experience April 2008 - Present
Job Senior Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust April 2008 - Present
Lukas and Associates 2006 - 2008
Nationwide 2006 - 2008
JPMorgan 2004 - 2005
JPMorgan Chase 2004 - 2005
JPMorgan (Bank One) 1995 - 2005
Bank One 1995 - 2005
Shawmut Bank 1989 - 1995
Skills
Derivatives, Fixed Income, Financial Markets, Capital Markets, Risk Management, Portfolio Management, Trading Systems, Financial Services, Securities, Equities, Charles River IMS, Options, Hedge Funds, Asset Management, Alternative Investments, Bonds, FX Options
Education
New York University - Leonard N. Stern School of Business 1972 — 1975
MBA, Quantitative Analysis and Computer Application Information Systems
Pace University 1968 — 1972
BBA, Math Major, EDP minor
Northern Trust April 2008 - Present
Lukas and Associates 2006 - 2008
Nationwide 2006 - 2008
JPMorgan 2004 - 2005
JPMorgan Chase 2004 - 2005
JPMorgan (Bank One) 1995 - 2005
Bank One 1995 - 2005
Shawmut Bank 1989 - 1995
Skills
Derivatives, Fixed Income, Financial Markets, Capital Markets, Risk Management, Portfolio Management, Trading Systems, Financial Services, Securities, Equities, Charles River IMS, Options, Hedge Funds, Asset Management, Alternative Investments, Bonds, FX Options
Education
New York University - Leonard N. Stern School of Business 1972 — 1975
MBA, Quantitative Analysis and Computer Application Information Systems
Pace University 1968 — 1972
BBA, Math Major, EDP minor
Jeff Savage's Northern Trust Experience June 2010 - October 2012
Job Senior Associate at Mercer
Industry Outsourcing/Offshoring
Experience
Mercer October 2012 - Present
Northern Trust June 2010 - October 2012
Aon Consulting October 2005 - June 2010
Hewitt Associates 1999 - 2005
Skills
Process Improvement, Project Management, Vendor Management, Business Analysis, Employee Benefits, Risk Management, Change Management, Leadership, Performance Management, Strategic Planning, Outsourcing, Operations Management
Education
Ohio University 1994 — 1999
Bachelor of Science in Health, Health Services Administration
Mercer October 2012 - Present
Northern Trust June 2010 - October 2012
Aon Consulting October 2005 - June 2010
Hewitt Associates 1999 - 2005
Skills
Process Improvement, Project Management, Vendor Management, Business Analysis, Employee Benefits, Risk Management, Change Management, Leadership, Performance Management, Strategic Planning, Outsourcing, Operations Management
Education
Ohio University 1994 — 1999
Bachelor of Science in Health, Health Services Administration
Laurel Murray's Northern Trust Experience January 2006 - Present
Job Real Estate Trust Asset Manager
Industry Real Estate
Experience
Northern Trust January 2006 - Present
United Systems Integrator 2003 - 2005
PMRealty Advisors 1999 - 2003
Downey Savings 1992 - 1999
Skills
Asset Management, Commercial Real Estate, Investments, Investment Properties, Property Management, Real Estate, Real Estate Development, Real Estate Economics, Real Estate Transactions, Valuation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
MBA
University of Southern California 1987 — 1991
BS, General Studies
Northern Trust January 2006 - Present
United Systems Integrator 2003 - 2005
PMRealty Advisors 1999 - 2003
Downey Savings 1992 - 1999
Skills
Asset Management, Commercial Real Estate, Investments, Investment Properties, Property Management, Real Estate, Real Estate Development, Real Estate Economics, Real Estate Transactions, Valuation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
MBA
University of Southern California 1987 — 1991
BS, General Studies
Paul Kwon's Northern Trust Experience February 2001 - January 2004
Job Mortgage Loan Originator at E Mortgage Management, LLC.
Industry Financial Services
Experience
E Mortgage Management, LLC. February 2014 - Present
Residential Home Funding September 2013 - December 2013
IFG Mortgage Corp March 2009 - September 2013
Countrywide / Bank of America January 2004 - December 2008
Northern Trust February 2001 - January 2004
AIG Life June 2000 - February 2001
Skills
USDA, Mortgage Lending, Mortgage Banking, Residential Mortgages
Education
Penn State University 1986 — 1991
Bachelor of Science (B.S.), Business
E Mortgage Management, LLC. February 2014 - Present
Residential Home Funding September 2013 - December 2013
IFG Mortgage Corp March 2009 - September 2013
Countrywide / Bank of America January 2004 - December 2008
Northern Trust February 2001 - January 2004
AIG Life June 2000 - February 2001
Skills
USDA, Mortgage Lending, Mortgage Banking, Residential Mortgages
Education
Penn State University 1986 — 1991
Bachelor of Science (B.S.), Business
Aruna Alluri's Northern Trust Experience 2010 - January 2014
Job Associate
Industry Information Technology and Services
Experience
JPMorgan Chase April 2014 - Present
Northern Trust 2010 - January 2014
Northern Trust March 2004 - April 2008
BankOne November 2003 - March 2004
Sogeti October 1997 - July 2003
Cap Gemini Sogeti 2001 - 2003
Lante Corporation June 1996 - July 1997
Skills
Software Development, Web Services, Java Enterprise Edition, SDLC, Enterprise Architecture, SOA, Data Modeling, Software Design, Requirements Analysis, Management, Weblogic, Solution Architecture, Data Management, Technical Leadership, IT Strategy, Actuate Report, Crystal Reports, Websphere, Web Applications, Data Warehousing, People Management, Application Development, BIRT Reporting
Education
Osmania University 1983 — 1986
B Com
JPMorgan Chase April 2014 - Present
Northern Trust 2010 - January 2014
Northern Trust March 2004 - April 2008
BankOne November 2003 - March 2004
Sogeti October 1997 - July 2003
Cap Gemini Sogeti 2001 - 2003
Lante Corporation June 1996 - July 1997
Skills
Software Development, Web Services, Java Enterprise Edition, SDLC, Enterprise Architecture, SOA, Data Modeling, Software Design, Requirements Analysis, Management, Weblogic, Solution Architecture, Data Management, Technical Leadership, IT Strategy, Actuate Report, Crystal Reports, Websphere, Web Applications, Data Warehousing, People Management, Application Development, BIRT Reporting
Education
Osmania University 1983 — 1986
B Com
Pradeep Pylla's Northern Trust Experience September 2012 - December 2013
Job Technical Lead and Architect at Kantar Media SRDS
Industry Computer Software
Experience
Kantar Media SRDS January 2015 - Present
True Value Company January 2014 - December 2014
Northern Trust September 2012 - December 2013
Dayton Superior January 2012 - August 2012
PepsiCo January 2011 - December 2011
Baxter Healthcare January 2010 - January 2011
Cars.com 2009 - 2010
LTD Commodities 2007 - 2008
CVS Caremark Corporation 2006 - 2007
Exelon 2003 - 2004
Skills
Business Objects, Cognos, Informatica, DB2, Datastage, SAS, Teradata, SQL Server, ETL, Business Intelligence, Data Warehousing, SSIS, SQL, PL/SQL, SDLC, Visual Basic, Crystal Reports, Databases, Visio, Data Modeling, Data Analysis, Access, Unix, Analytics, VBA, Data Mining, XML, Oracle SQL, Web Services, Application Development, T-SQL, Database Design, JavaScript, Software Development, Big Data, Data Integration
Education
Osmania University 1996 — 1999
Masters in Computer Applications, computers
st joseph hight school
Kantar Media SRDS January 2015 - Present
True Value Company January 2014 - December 2014
Northern Trust September 2012 - December 2013
Dayton Superior January 2012 - August 2012
PepsiCo January 2011 - December 2011
Baxter Healthcare January 2010 - January 2011
Cars.com 2009 - 2010
LTD Commodities 2007 - 2008
CVS Caremark Corporation 2006 - 2007
Exelon 2003 - 2004
Skills
Business Objects, Cognos, Informatica, DB2, Datastage, SAS, Teradata, SQL Server, ETL, Business Intelligence, Data Warehousing, SSIS, SQL, PL/SQL, SDLC, Visual Basic, Crystal Reports, Databases, Visio, Data Modeling, Data Analysis, Access, Unix, Analytics, VBA, Data Mining, XML, Oracle SQL, Web Services, Application Development, T-SQL, Database Design, JavaScript, Software Development, Big Data, Data Integration
Education
Osmania University 1996 — 1999
Masters in Computer Applications, computers
st joseph hight school
Kavita Vellala's Northern Trust Experience November 2011 - Present
Job Sr. Oracle DBA at Northern Trust
Industry Information Technology and Services
Experience
Northern Trust November 2011 - Present
Walgreens HQ March 2009 - October 2011
Morgan Stanley November 1999 - January 2009
SecurityLink by Ameritech November 1998 - November 1999
Andersen Consulting November 1997 - November 1998
Skills
Toad, Data Security, SQL Tuning, Oracle, Oracle Applications, Database Admin, Oracle RAC, RMAN, Data Guard, Performance Tuning, ETL, Data Migration
Education
Osmania University 1991 — 1995
Bachelor of Engineering (B.E.), Civil Engineering
Northern Trust November 2011 - Present
Walgreens HQ March 2009 - October 2011
Morgan Stanley November 1999 - January 2009
SecurityLink by Ameritech November 1998 - November 1999
Andersen Consulting November 1997 - November 1998
Skills
Toad, Data Security, SQL Tuning, Oracle, Oracle Applications, Database Admin, Oracle RAC, RMAN, Data Guard, Performance Tuning, ETL, Data Migration
Education
Osmania University 1991 — 1995
Bachelor of Engineering (B.E.), Civil Engineering
Mary Brower Hickey's Northern Trust Experience 1985 - 1988
Job heartbase,Inc. Marketing and Special Projects Director and Sales Support
Industry Computer Software
Experience
heartbase, Inc. November 2007 - Present
Northern Trust 1985 - 1988
William Blair and Company 1979 - 1984
Skills
Healthcare, Analysis, Strategic Planning, New Business Development, Product Development, Business Strategy, Sales Management, Team Building
Education
Northwestern University - Kellogg School of Management 1982 — 1986
MM, Finance and Marketing
Wheaton College (MA) 1974 — 1978
BA, Political Science and Philosophy
heartbase, Inc. November 2007 - Present
Northern Trust 1985 - 1988
William Blair and Company 1979 - 1984
Skills
Healthcare, Analysis, Strategic Planning, New Business Development, Product Development, Business Strategy, Sales Management, Team Building
Education
Northwestern University - Kellogg School of Management 1982 — 1986
MM, Finance and Marketing
Wheaton College (MA) 1974 — 1978
BA, Political Science and Philosophy
Louis Bryniarski's Northern Trust Experience December 1980 - December 1983
Job Risk Applications Development Manager at CME Group
Industry Information Technology and Services
Experience
CME Group June 2010 - Present
IBM 2004 - February 2009
IBM Global Services 1998 - 2003
Chicago Mercantile Exchange 1987 - 1997
First National Bank of Chicago 1984 - 1987
Northern Trust December 1980 - December 1983
Education
Northwestern University - Kellogg School of Management
MM, Finance, Management Information Systems
CME Group June 2010 - Present
IBM 2004 - February 2009
IBM Global Services 1998 - 2003
Chicago Mercantile Exchange 1987 - 1997
First National Bank of Chicago 1984 - 1987
Northern Trust December 1980 - December 1983
Education
Northwestern University - Kellogg School of Management
MM, Finance, Management Information Systems
Shelley Richardson's Northern Trust Experience January 1999 - May 2000
Job MFT at MFT in private practice
Industry Mental Health Care
Experience
MFT in private practice March 2010 - Present
New Perspectives Center for Counseling January 2007 - March 2010
San Francisco Unified School District August 2007 - June 2008
Sutter Visiting Nurses and Hospice September 2004 - June 2007
Northern Trust January 1999 - May 2000
JP Morgan Securities August 1985 - July 1998
Skills
Psychotherapy, Mindfulness, Life Transitions, Counseling Psychology, Adults, Group Therapy, Mental Health Counseling, Mental Health, Self-esteem, Adolescents, Psychology, Treatment, Anger Management, Play Therapy, Chemical Dependency, Stress, Compassion, Grief Counseling, DBT, Therapists, Healing, EMDR, Art Therapy, Crisis Intervention, Chronic Illness, Personal Development, Stress Management, Clinical Supervision, Young Adults
Education
Pacifica Graduate Institute 2003 — 2006
Masters, Counseling Psychology
Johns Hopkins SAIS 1983 — 1985
M.A., International Relations
University of California, Berkeley 1977 — 1981
A.B., Economics
MFT in private practice March 2010 - Present
New Perspectives Center for Counseling January 2007 - March 2010
San Francisco Unified School District August 2007 - June 2008
Sutter Visiting Nurses and Hospice September 2004 - June 2007
Northern Trust January 1999 - May 2000
JP Morgan Securities August 1985 - July 1998
Skills
Psychotherapy, Mindfulness, Life Transitions, Counseling Psychology, Adults, Group Therapy, Mental Health Counseling, Mental Health, Self-esteem, Adolescents, Psychology, Treatment, Anger Management, Play Therapy, Chemical Dependency, Stress, Compassion, Grief Counseling, DBT, Therapists, Healing, EMDR, Art Therapy, Crisis Intervention, Chronic Illness, Personal Development, Stress Management, Clinical Supervision, Young Adults
Education
Pacifica Graduate Institute 2003 — 2006
Masters, Counseling Psychology
Johns Hopkins SAIS 1983 — 1985
M.A., International Relations
University of California, Berkeley 1977 — 1981
A.B., Economics
Mike Towle's Northern Trust Experience January 2010 - Present
Job Senior Research Analyst at Northern Trust
Industry Investment Management
Experience
Northern Trust January 2010 - Present
Northern Trust June 2004 - May 2010
Brown Brothers Harriman & Co March 2001 - March 2003
Brown Brothers Harriman & Co July 1999 - March 2001
Skills
Equities, Portfolio Management, Securities, Investment Banking, Investments, Financial Risk, Risk Management, Investment Management, Alternative Investments, Bloomberg, Fixed Income, Hedge Funds, Equity Research, Asset Allocation, Asset Management
Education
Northwestern University - Kellogg School of Management 2002 — 2004
Masters, Business Administration; Finance, Management & Strategy
DePaul University 1998 — 1999
Bachelor of Science, Finance
Northern Trust January 2010 - Present
Northern Trust June 2004 - May 2010
Brown Brothers Harriman & Co March 2001 - March 2003
Brown Brothers Harriman & Co July 1999 - March 2001
Skills
Equities, Portfolio Management, Securities, Investment Banking, Investments, Financial Risk, Risk Management, Investment Management, Alternative Investments, Bloomberg, Fixed Income, Hedge Funds, Equity Research, Asset Allocation, Asset Management
Education
Northwestern University - Kellogg School of Management 2002 — 2004
Masters, Business Administration; Finance, Management & Strategy
DePaul University 1998 — 1999
Bachelor of Science, Finance
Naveena Sajja's Northern Trust Experience 2009 - 2010
Job Developer at StoneRiver
Industry Computer Software
Experience
StoneRiver 2013 - Present
WellPoint 2011 - Present
Cognizant Technology Solutions 2005 - 2012
Northern Trust 2009 - 2010
ACI Worldwide 2008 - 2009
Ameriprise Financial 2006 - 2008
Skills
Java Enterprise Edition, SQL, Spring, Requirements Analysis, SDLC, Software Project..., Web Services, SOA, XML, Agile Methodologies
Education
Osmania University
Master of Computer Applications (MCA), Computer Science
StoneRiver 2013 - Present
WellPoint 2011 - Present
Cognizant Technology Solutions 2005 - 2012
Northern Trust 2009 - 2010
ACI Worldwide 2008 - 2009
Ameriprise Financial 2006 - 2008
Skills
Java Enterprise Edition, SQL, Spring, Requirements Analysis, SDLC, Software Project..., Web Services, SOA, XML, Agile Methodologies
Education
Osmania University
Master of Computer Applications (MCA), Computer Science
Leslie Levine, CFA's Northern Trust Experience August 1996 - August 1998
Job Vice President State Street Bank
Industry Financial Services
Experience
State Street Bank March 2004 - Present
State Street Bank August 2002 - February 2004
Intel Capital July 2000 - May 2002
Intel Corporation June 1999 - August 1999
NORTHERN TRUST August 1996 - August 1998
Skills
Securities Lending, Fixed Income, Equities, Securities, Hedge Funds, Bloomberg, Mutual Funds, Derivatives, Financial Services
Education
Yale University - Yale School of Management 1998 — 2000
MBA, Strategy, Finance, Marketing
Princeton University 1991 — 1995
AB, Economics
State Street Bank March 2004 - Present
State Street Bank August 2002 - February 2004
Intel Capital July 2000 - May 2002
Intel Corporation June 1999 - August 1999
NORTHERN TRUST August 1996 - August 1998
Skills
Securities Lending, Fixed Income, Equities, Securities, Hedge Funds, Bloomberg, Mutual Funds, Derivatives, Financial Services
Education
Yale University - Yale School of Management 1998 — 2000
MBA, Strategy, Finance, Marketing
Princeton University 1991 — 1995
AB, Economics
Eric Egaas's Northern Trust Experience January 2000 - January 2007
Job Senior Private Banker
Industry Banking
Experience
City National Bank January 2007 - Present
Northern Trust January 2000 - January 2007
Wells Fargo Bank 1987 - 1998
Skills
Private Banking, Trust Services, Wealth Management, Estate Planning, High Net Worth..., Loans, Portfolio Management, Investment Management, Asset Allocation, Investments, Wealth Management..., Wealth
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1984 — 1987
MBA
University of Utah 1978 — 1981
BS, Mass Communication
City National Bank January 2007 - Present
Northern Trust January 2000 - January 2007
Wells Fargo Bank 1987 - 1998
Skills
Private Banking, Trust Services, Wealth Management, Estate Planning, High Net Worth..., Loans, Portfolio Management, Investment Management, Asset Allocation, Investments, Wealth Management..., Wealth
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1984 — 1987
MBA
University of Utah 1978 — 1981
BS, Mass Communication
LaTreese Bragg's Northern Trust Experience July 2007 - July 2011
Job Professional
Industry Banking
Experience
Northern Trust Corporation February 2015 - Present
Northern Trust Corporation July 2011 - February 2015
Northern Trust July 2007 - July 2011
Molex July 2006 - July 2007
Northern Trust Corporation July 2001 - June 2006
Skills
Banking, Treasury Management, Cash Management, Business Analysis, Treasury Services, ACH, Electronic Payments
Education
Olivet Nazarene University 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
University of Illinois at Chicago 1994 — 1996
Bachelor of Science (B.S.), Finance, General and Management
Northern Trust Corporation February 2015 - Present
Northern Trust Corporation July 2011 - February 2015
Northern Trust July 2007 - July 2011
Molex July 2006 - July 2007
Northern Trust Corporation July 2001 - June 2006
Skills
Banking, Treasury Management, Cash Management, Business Analysis, Treasury Services, ACH, Electronic Payments
Education
Olivet Nazarene University 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
University of Illinois at Chicago 1994 — 1996
Bachelor of Science (B.S.), Finance, General and Management
Les Wright's Northern Trust Experience December 2001 - December 2005
Job Software Engineer at Wright Design
Industry Information Technology and Services
Experience
Wright Design May 2013 - Present
Judicial Correction Services February 2009 - February 2013
Cox Communications June 2008 - December 2008
Fundtech Corporation January 2007 - December 2007
Hewitt Associates January 2005 - December 2006
Northern Trust December 2001 - December 2005
S1 Corporation April 1999 - June 2001
IBM Global Process Services April 2000 - April 2001
GE Capital January 1997 - April 2000
CSC January 1992 - December 1996
Skills
Social Media, Advertising, Marketing Strategy, Marketing Communications, Social Media Marketing, Marketing, Online Advertising, Microsoft Office, Digital Marketing, Customer Service, Public Relations, Strategic Planning, CRM, Management, Disaster Recovery
Education
Texas Christian University 1985 — 1988
Master of Business Administration (MBA), Computer Software Engineering
Oklahoma State University 1975 — 1980
Bachelor of Applied Science (BASc), Computer Science
Wright Design May 2013 - Present
Judicial Correction Services February 2009 - February 2013
Cox Communications June 2008 - December 2008
Fundtech Corporation January 2007 - December 2007
Hewitt Associates January 2005 - December 2006
Northern Trust December 2001 - December 2005
S1 Corporation April 1999 - June 2001
IBM Global Process Services April 2000 - April 2001
GE Capital January 1997 - April 2000
CSC January 1992 - December 1996
Skills
Social Media, Advertising, Marketing Strategy, Marketing Communications, Social Media Marketing, Marketing, Online Advertising, Microsoft Office, Digital Marketing, Customer Service, Public Relations, Strategic Planning, CRM, Management, Disaster Recovery
Education
Texas Christian University 1985 — 1988
Master of Business Administration (MBA), Computer Software Engineering
Oklahoma State University 1975 — 1980
Bachelor of Applied Science (BASc), Computer Science
Haidong Jiang, MBA, C.P.M., CPPB's Northern Trust Experience September 2002 - April 2003
Job UMeNET Technical Manager at University of Miami
Industry Higher Education
Experience
University of Miami May 2003 - Present
Northern Trust September 2002 - April 2003
CTA Makro Commercial Co., Ltd February 1997 - May 1999
Skills
Procurement, Cross-functional Team..., Project Management, Vendor Management, Supply Chain Management, Supply Chain, Program Management, Business Process..., Leadership, Data Analysis, Process Improvement, Management, Analysis, Strategic Planning, Integration
Education
University of Miami 2005 — 2007
Master, Accounting
University of Miami 2000 — 2002
Master of Business Administration, Finance and Marketing
Peking University
BA
University of Miami May 2003 - Present
Northern Trust September 2002 - April 2003
CTA Makro Commercial Co., Ltd February 1997 - May 1999
Skills
Procurement, Cross-functional Team..., Project Management, Vendor Management, Supply Chain Management, Supply Chain, Program Management, Business Process..., Leadership, Data Analysis, Process Improvement, Management, Analysis, Strategic Planning, Integration
Education
University of Miami 2005 — 2007
Master, Accounting
University of Miami 2000 — 2002
Master of Business Administration, Finance and Marketing
Peking University
BA
Nancy Wieboldt's Northern Trust Experience May 1984 - June 2014
Job Retired Senior Vice President, Northern Trust Company
Industry Financial Services
Experience
Northern Trust May 1984 - June 2014
Skills
Financial Services, Family Office, Asset Allocation, Wealth Management, Alternative Investments, Trust Services, Investment Advisory, Investment Strategies, Asset Management, Investment Management, Series 7, Wealth Management..., Securities, High Net Worth..., Mutual Funds
Education
Northwestern University - Kellogg School of Management 1976 — 1979
Masters of Management
University of Michigan
Bachelor of Arts (B.A.)
Northern Trust May 1984 - June 2014
Skills
Financial Services, Family Office, Asset Allocation, Wealth Management, Alternative Investments, Trust Services, Investment Advisory, Investment Strategies, Asset Management, Investment Management, Series 7, Wealth Management..., Securities, High Net Worth..., Mutual Funds
Education
Northwestern University - Kellogg School of Management 1976 — 1979
Masters of Management
University of Michigan
Bachelor of Arts (B.A.)
Richard L. Clark's Northern Trust Experience July 2007 - Present
Job Senior Vice President, Institutional Sales, Northern Trust Global Investments
Industry Financial Services
Experience
Northern Trust July 2007 - Present
OakBrook Investments, LLC 2004 - 2006
BNY Securities Group, Pln Services Division (Bank of New York) 1996 - 2004
Skills
Mutual Funds, Equities, Alternative Investments, Hedge Funds, Institutional..., Investments, Financial Services, Capital Markets, Quantitative Analytics, Investment Management, Portfolio Management, Investment Strategies, Pensions, Asset Management, Relationship Management, Fixed Income, Asset Managment, Pension Funds, Asset Allocation, Securities, Financial Analysis, Risk Management, Wealth Management, Private Equity
Education
Pacific University
Finance, Economics
Northern Trust July 2007 - Present
OakBrook Investments, LLC 2004 - 2006
BNY Securities Group, Pln Services Division (Bank of New York) 1996 - 2004
Skills
Mutual Funds, Equities, Alternative Investments, Hedge Funds, Institutional..., Investments, Financial Services, Capital Markets, Quantitative Analytics, Investment Management, Portfolio Management, Investment Strategies, Pensions, Asset Management, Relationship Management, Fixed Income, Asset Managment, Pension Funds, Asset Allocation, Securities, Financial Analysis, Risk Management, Wealth Management, Private Equity
Education
Pacific University
Finance, Economics
Margo Richards's Northern Trust Experience 1993 - Present
Job Vice President, Sr. Mortgage Loan Consultant at Northern Trust
Industry Financial Services
Experience
Northern Trust 1993 - Present
Skills
Loans, Private Banking, Wealth Management, Banking, Mortgage Lending, Insurance, Portfolio Management, Investments, Financial Services, Mutual Funds
Education
Palm Beach Atlantic University 1999 — 2001
BS, Business, Summa Cum Laude
Northern Trust 1993 - Present
Skills
Loans, Private Banking, Wealth Management, Banking, Mortgage Lending, Insurance, Portfolio Management, Investments, Financial Services, Mutual Funds
Education
Palm Beach Atlantic University 1999 — 2001
BS, Business, Summa Cum Laude
Sonia Pedro's Northern Trust Experience August 2003 - Present
Job Private Banking at Northern Trust
Industry Financial Services
Experience
Northern Trust August 2003 - Present
JPMorgan Chase January 1997 - August 2002
Skills
Banking, PowerPoint, Credit, Financial Services, Loans, Customer Service, Commercial Lending, Microsoft Excel, Microsoft Word, Financial Analysis, Private Banking, Credit Analysis
Education
Phoenix College
Northern Trust August 2003 - Present
JPMorgan Chase January 1997 - August 2002
Skills
Banking, PowerPoint, Credit, Financial Services, Loans, Customer Service, Commercial Lending, Microsoft Excel, Microsoft Word, Financial Analysis, Private Banking, Credit Analysis
Education
Phoenix College
Janet Fannings Gray, PMP's Northern Trust Experience 1999 - 2005
Job
Industry Financial Services
Experience
Capco North America June 2014 - Present
JMG Consulting 2009 - 2014
Wachovia Securities 2005 - 2009
Northern Trust 1999 - 2005
Skills
Project Management, PMP, SDLC, IT Project & Program..., Business Process..., Business Process..., Business Analysis, Regulatory Requirements, Requirements Gathering, UAT, JAD, Information Technology, Operations Management, Leadership, Risk Management, Operating Budgets, Oracle, ERP Implementations, Financial Reporting, Workflow, Contract Negotiation, MS Project, GUI, Java, .NET, Agile Project Management
Education
Ohio University
Bachelor of Business Administration (BBA), Management and Accounting
Capco North America June 2014 - Present
JMG Consulting 2009 - 2014
Wachovia Securities 2005 - 2009
Northern Trust 1999 - 2005
Skills
Project Management, PMP, SDLC, IT Project & Program..., Business Process..., Business Process..., Business Analysis, Regulatory Requirements, Requirements Gathering, UAT, JAD, Information Technology, Operations Management, Leadership, Risk Management, Operating Budgets, Oracle, ERP Implementations, Financial Reporting, Workflow, Contract Negotiation, MS Project, GUI, Java, .NET, Agile Project Management
Education
Ohio University
Bachelor of Business Administration (BBA), Management and Accounting
Steven (Stevieray) Townes's Northern Trust Experience August 2007 - March 2009
Job EXECUTIVE CHEF AND DIRECTOR OF BIGFISH LITTLEFISH at KIDS ROCK INC. A FLORIDA CORPORATION
Industry Food & Beverages
Experience
KIDS ROCK INC. A FLORIDA CORPORATION September 2012 - Present
Food and Drink Inc. March 2010 - Present
BRETT COON 2010 - 2013
BRETT COON 2010 - 2013
Northern Trust August 2007 - March 2009
Skills
Microsoft Excel, F.L.O.W. FAST LOGICAL..., Microsoft Office, Restaurants, Budgets, Strategic Planning, Food Service, Customer Service, Event Planning, Team Building, Financial Analysis, Marketing, Hospitality, Food, Catering
Education
Oakland Community College 1979 — 1981
Culinary, Business & Culinary Arts
KIDS ROCK INC. A FLORIDA CORPORATION September 2012 - Present
Food and Drink Inc. March 2010 - Present
BRETT COON 2010 - 2013
BRETT COON 2010 - 2013
Northern Trust August 2007 - March 2009
Skills
Microsoft Excel, F.L.O.W. FAST LOGICAL..., Microsoft Office, Restaurants, Budgets, Strategic Planning, Food Service, Customer Service, Event Planning, Team Building, Financial Analysis, Marketing, Hospitality, Food, Catering
Education
Oakland Community College 1979 — 1981
Culinary, Business & Culinary Arts
Jean Pearlstein's Northern Trust Experience 1992 - 2008
Job Poet and Writer at L. A. Poets & Writers Collective
Industry Investment Management
Experience
Temple Beth Hillel Day School September 2010 - Present
San Fernando Valley January 2008 - Present
L. A. Poets & Writers Collective 2008 - Present
National Council of Jewish Los Angeles January 1993 - Present
Northern Trust 1992 - 2008
Ohio University September 1987 - May 1988
Skills
Five String Banjo Player, Writer and Poet, Not-for-Profit Board..., Financial..., Wealth Management..., Wealth Management, Investment Advisory, Investment Performance, Asset Allocation, Fiduciary Management, Private Client Services, Investment Policy, Private Clients, Grants, High Net Worth..., ETFs, Investment Management, Trusts, Investment Strategies
Education
Ohio University 1982 — 1986
BBA & MBA, Finance, Human Resource Management
Los Angeles High School
Diploma, Business
Temple Beth Hillel Day School September 2010 - Present
San Fernando Valley January 2008 - Present
L. A. Poets & Writers Collective 2008 - Present
National Council of Jewish Los Angeles January 1993 - Present
Northern Trust 1992 - 2008
Ohio University September 1987 - May 1988
Skills
Five String Banjo Player, Writer and Poet, Not-for-Profit Board..., Financial..., Wealth Management..., Wealth Management, Investment Advisory, Investment Performance, Asset Allocation, Fiduciary Management, Private Client Services, Investment Policy, Private Clients, Grants, High Net Worth..., ETFs, Investment Management, Trusts, Investment Strategies
Education
Ohio University 1982 — 1986
BBA & MBA, Finance, Human Resource Management
Los Angeles High School
Diploma, Business
David M. Wilson's Northern Trust Experience March 2008 - May 2010
Job Trust & Estate Administration Services
Industry Financial Services
Experience
David M. Wilson, Wealth Advisory Services May 2010 - Present
Northern Trust March 2008 - May 2010
Union Bank May 1997 - March 2008
Skills
Estate Administration, Fiduciary, Trust Services, Trusts, Estate Planning, Wealth Management, Retirement Planning, Asset Managment, Strategic Financial..., Estate Law, Investments, Succession Planning, Asset Allocation, Tax, High Net Worth..., Trust Management, Wealth Management..., Financial Planners, Securities, Asset Protection, Private Banking, Investment Advisory, Business, Investment Strategies, Asset Management, Wealth, Portfolio Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2005
MBA, Finance
University of Redlands 1992 — 1995
BS, Accounting
David M. Wilson, Wealth Advisory Services May 2010 - Present
Northern Trust March 2008 - May 2010
Union Bank May 1997 - March 2008
Skills
Estate Administration, Fiduciary, Trust Services, Trusts, Estate Planning, Wealth Management, Retirement Planning, Asset Managment, Strategic Financial..., Estate Law, Investments, Succession Planning, Asset Allocation, Tax, High Net Worth..., Trust Management, Wealth Management..., Financial Planners, Securities, Asset Protection, Private Banking, Investment Advisory, Business, Investment Strategies, Asset Management, Wealth, Portfolio Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2005
MBA, Finance
University of Redlands 1992 — 1995
BS, Accounting
Kevin McKenney's Northern Trust Experience June 1987 - December 2012
Job Principal at Tax and Financial Management, LLC
Industry Financial Services
Experience
K-Mack Financial, LLC January 2013 - Present
Northern Trust June 1987 - December 2012
Citibank June 1980 - June 1987
Skills
Strategic Financial..., Investment Advisory, Estate Planning, Corporate Finance, Management, Budgets, Inheritance Tax Planning, Personal Tax Planning, Business Tax Planning, Wealth Management, Portfolio Management, Asset Allocation, Investments, Retirement Planning, Financial Analysis, Real Estate, tax preparation, Financial Planners, Investment Management, Certified Financial...
Education
Georgia State University - J. Mack Robinson College of Business 1976 — 1978
M.P.A., Accounting
Ohio University 1967 — 1971
B.S., Communications
K-Mack Financial, LLC January 2013 - Present
Northern Trust June 1987 - December 2012
Citibank June 1980 - June 1987
Skills
Strategic Financial..., Investment Advisory, Estate Planning, Corporate Finance, Management, Budgets, Inheritance Tax Planning, Personal Tax Planning, Business Tax Planning, Wealth Management, Portfolio Management, Asset Allocation, Investments, Retirement Planning, Financial Analysis, Real Estate, tax preparation, Financial Planners, Investment Management, Certified Financial...
Education
Georgia State University - J. Mack Robinson College of Business 1976 — 1978
M.P.A., Accounting
Ohio University 1967 — 1971
B.S., Communications
Naveen Papishetty's Northern Trust Experience January 2012 - Present
Job Technical Lead @ Northern Trust
Industry Financial Services
Experience
Northern Trust January 2012 - Present
Education
The University of Texas at Dallas 2000 — 2002
MS, Computer Science
Osmania University
BE, Computer Science
Northern Trust January 2012 - Present
Education
The University of Texas at Dallas 2000 — 2002
MS, Computer Science
Osmania University
BE, Computer Science
Linda Burns's Northern Trust Experience August 1997 - July 1998
Job Investment Adviser Representative with NEXT Financial Group, Inc.
Industry Financial Services
Experience
NEXT Financial Group, Inc. February 2000 - Present
Northern Trust August 1997 - July 1998
Mellon Bank December 1993 - August 1996
Wells Fargo f/k/a First Union/Wachovia December 1984 - November 1993
Education
Penn State University 1980 — 1984
B. S., Finance/Marketing
NEXT Financial Group, Inc. February 2000 - Present
Northern Trust August 1997 - July 1998
Mellon Bank December 1993 - August 1996
Wells Fargo f/k/a First Union/Wachovia December 1984 - November 1993
Education
Penn State University 1980 — 1984
B. S., Finance/Marketing
Jacqueline Meredith Grahn's Northern Trust Experience 1988 - 1992
Job Principal at Trade Acceptance Group, Ltd.
Industry International Trade and Development
Experience
Trade Acceptance Group, Ltd. 2010 - Present
GVP Development 2005 - 2010
US Bank 1997 - 2001
Export-Import Bank of the United States 1995 - 1997
Peace Corps 1992 - 1994
Northern Trust 1988 - 1992
Skills
Trade Finance, International Trade, International Business, Insurance, Credit, Financial Analysis, Business Development, Risk Management, Marketing Strategy, Finance, Marketing, Program Management, Banking
Education
Northwestern University - Kellogg School of Management 1999 — 2002
MBA, Finance, International Business
University of Michigan
BBA, Marketing
Trade Acceptance Group, Ltd. 2010 - Present
GVP Development 2005 - 2010
US Bank 1997 - 2001
Export-Import Bank of the United States 1995 - 1997
Peace Corps 1992 - 1994
Northern Trust 1988 - 1992
Skills
Trade Finance, International Trade, International Business, Insurance, Credit, Financial Analysis, Business Development, Risk Management, Marketing Strategy, Finance, Marketing, Program Management, Banking
Education
Northwestern University - Kellogg School of Management 1999 — 2002
MBA, Finance, International Business
University of Michigan
BBA, Marketing
Rochelle Landicho's Northern Trust Experience October 2011 - December 2011
Job IT Project Analyst / Business Analyst Consultant
Industry Information Technology and Services
Experience
VW Credit, Inc. April 2013 - Present
VW Credit, Inc. April 2012 - March 2013
Northern Trust October 2011 - December 2011
Cole Taylor Bank December 2010 - May 2011
HSBC 2008 - 2010
Wasington Mutual 2007 - 2008
Sears Holdings Corporation 2006 - 2007
Skills
Documentation, Financial Reporting, Crystal Reports, Requirements Analysis, Excel, ECM, Java, SQL, Visio, Business Objects, Software Documentation, Microsoft Excel, Project Management, Integration, Business Intelligence, Business Analysis, Management, SharePoint
Education
DeVry University 2001 — 2004
Bachelors, Computer Information Systems
Oakton Community College 1993 — 1996
Associates, Liberal Arts
VW Credit, Inc. April 2013 - Present
VW Credit, Inc. April 2012 - March 2013
Northern Trust October 2011 - December 2011
Cole Taylor Bank December 2010 - May 2011
HSBC 2008 - 2010
Wasington Mutual 2007 - 2008
Sears Holdings Corporation 2006 - 2007
Skills
Documentation, Financial Reporting, Crystal Reports, Requirements Analysis, Excel, ECM, Java, SQL, Visio, Business Objects, Software Documentation, Microsoft Excel, Project Management, Integration, Business Intelligence, Business Analysis, Management, SharePoint
Education
DeVry University 2001 — 2004
Bachelors, Computer Information Systems
Oakton Community College 1993 — 1996
Associates, Liberal Arts
Laxmi Narasihma Pandhi's Northern Trust Experience January 2010 - December 2010
Job Microsoft Technology Professional
Industry Information Technology and Services
Experience
Wells Fargo January 2011 - Present
Northern Trust January 2010 - December 2010
HP Company September 2008 - December 2009
The Center to Promote HealthCare Access Inc May 2007 - August 2008
Sonata Software Ltd November 2005 - March 2007
Falcon Solutions Ltd October 2004 - October 2005
Ace Tech International July 2003 - September 2004
Education
Osmania University 2000 — 2003
Masters, Computer Applications
Osmania University 1994 — 1997
Degree, Bachelor Of Science
Wells Fargo January 2011 - Present
Northern Trust January 2010 - December 2010
HP Company September 2008 - December 2009
The Center to Promote HealthCare Access Inc May 2007 - August 2008
Sonata Software Ltd November 2005 - March 2007
Falcon Solutions Ltd October 2004 - October 2005
Ace Tech International July 2003 - September 2004
Education
Osmania University 2000 — 2003
Masters, Computer Applications
Osmania University 1994 — 1997
Degree, Bachelor Of Science
Patricia P. Robertson's Northern Trust Experience December 1998 - June 2010
Job Vice President of Investments at Maxim Capital Advisors, Inc
Industry Investment Management
Experience
Maxim Capital Advisors, Inc 2010 - Present
Northern Trust December 1998 - June 2010
Bank of America 1997 - 1998
Bank of America 1991 - January 1997
Skills
Wealth Management..., Asset Managment, Asset Allocation, Wealth Management, Investments, Estate Planning, Mutual Funds, Investment Management, Portfolio Management, Retirement Planning, Fixed Income, Financial Advisory, Strategic Financial..., Banking, Securities, Options, Asset Management, Financial Planners, Financial Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Bachelor of Science, Business Management
Maxim Capital Advisors, Inc 2010 - Present
Northern Trust December 1998 - June 2010
Bank of America 1997 - 1998
Bank of America 1991 - January 1997
Skills
Wealth Management..., Asset Managment, Asset Allocation, Wealth Management, Investments, Estate Planning, Mutual Funds, Investment Management, Portfolio Management, Retirement Planning, Fixed Income, Financial Advisory, Strategic Financial..., Banking, Securities, Options, Asset Management, Financial Planners, Financial Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Bachelor of Science, Business Management
Dale Andrassy II's Northern Trust Experience August 2012 - October 2012
Job Associate at Hunter Valley Company, LLC.
Industry Venture Capital & Private Equity
Experience
Hunter Valley Company, LLC. October 2014 - Present
Hunter Valley Company LLC November 2012 - October 2014
Northern Trust August 2012 - October 2012
Huron Consulting Group May 2012 - July 2012
Merrill Lynch December 2010 - March 2011
Education
Ohio University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Economics, Finance
Hunter Valley Company, LLC. October 2014 - Present
Hunter Valley Company LLC November 2012 - October 2014
Northern Trust August 2012 - October 2012
Huron Consulting Group May 2012 - July 2012
Merrill Lynch December 2010 - March 2011
Education
Ohio University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Economics, Finance
Vijayalakshmi Subramaniam's Northern Trust Experience 2007 - 2011
Job Product Analyst at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions June 2010 - Present
Cognizant Technology Solutions 2007 - 2011
Northern Trust 2007 - 2011
Northern Trust 2007 - 2011
Cognizant Technology Solutions February 2007 - June 2010
Skills
TLM
Education
PSG College of Technology 2004 — 2006
MSc, Computer Technology
Cognizant Technology Solutions June 2010 - Present
Cognizant Technology Solutions 2007 - 2011
Northern Trust 2007 - 2011
Northern Trust 2007 - 2011
Cognizant Technology Solutions February 2007 - June 2010
Skills
TLM
Education
PSG College of Technology 2004 — 2006
MSc, Computer Technology
Nicholas Mowbray's Northern Trust Experience May 2012 - August 2013
Job Manager National Insurance Tax Deloitte
Industry Financial Services
Experience
Deloitte August 2013 - Present
Northern Trust May 2012 - August 2013
Rogers & Associates September 2009 - January 2012
Kozacky & Weitzel, P.C. 2008 - 2009
Skills
Tax, Tax Law, Trusts, Financial Services, Corporate Tax, Partnership Taxation, Financial Instruments, Insurance Law
Education
Northwestern University School of Law 2011 — 2014
LL.M, Taxation
Chicago-Kent College of Law, Illinois Institute of Technology 2007 — 2010
J.D., Law
University of Michigan 2002 — 2006
Bachelor of Arts (B.A.)
Deloitte August 2013 - Present
Northern Trust May 2012 - August 2013
Rogers & Associates September 2009 - January 2012
Kozacky & Weitzel, P.C. 2008 - 2009
Skills
Tax, Tax Law, Trusts, Financial Services, Corporate Tax, Partnership Taxation, Financial Instruments, Insurance Law
Education
Northwestern University School of Law 2011 — 2014
LL.M, Taxation
Chicago-Kent College of Law, Illinois Institute of Technology 2007 — 2010
J.D., Law
University of Michigan 2002 — 2006
Bachelor of Arts (B.A.)
Peter Szeto's Northern Trust Experience September 2013 - January 2015
Job Senior Consultant at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation February 2015 - Present
Northern Trust Corporation August 2014 - Present
Northern Trust September 2013 - January 2015
Northern Trust May 2012 - August 2013
Northern Trust March 2009 - May 2012
Northern Trust March 2008 - March 2009
Smith Barney 2005 - 2005
Skills
Mutual Funds, Portfolio Management, Asset Allocation, Equities, Equity Valuation, Financial Planning, Fixed Income, Hedge Funds, Securities, Derivatives, Asset Management, Investments, Capital Markets, Investment Strategies, Investment Management, Valuation, Wealth Management, Equity Research, Options, Financial Modeling, Investment Advisory, portfolio accounting, Performance Analysis, Financial Reporting, Alternative Assets, Account Reconciliation, Back Office..., Cash Posting, Bloomberg, Financial Accounting, Fund Accounting, Microsoft Word, Microsoft Excel, Microsoft Office, Accounting, Financial Audits
Education
Purdue University 2001 — 2005
B.S., Finance
Northern Trust Corporation February 2015 - Present
Northern Trust Corporation August 2014 - Present
Northern Trust September 2013 - January 2015
Northern Trust May 2012 - August 2013
Northern Trust March 2009 - May 2012
Northern Trust March 2008 - March 2009
Smith Barney 2005 - 2005
Skills
Mutual Funds, Portfolio Management, Asset Allocation, Equities, Equity Valuation, Financial Planning, Fixed Income, Hedge Funds, Securities, Derivatives, Asset Management, Investments, Capital Markets, Investment Strategies, Investment Management, Valuation, Wealth Management, Equity Research, Options, Financial Modeling, Investment Advisory, portfolio accounting, Performance Analysis, Financial Reporting, Alternative Assets, Account Reconciliation, Back Office..., Cash Posting, Bloomberg, Financial Accounting, Fund Accounting, Microsoft Word, Microsoft Excel, Microsoft Office, Accounting, Financial Audits
Education
Purdue University 2001 — 2005
B.S., Finance
Terra Martire's Northern Trust Experience August 2012 - Present
Job Vice President College and University Programs Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust August 2012 - Present
Northern Trust 2011 - 2012
Northern Trust December 2007 - February 2011
Northern Trust July 2006 - November 2007
ViaQuest, Inc. July 2005 - July 2006
Skills
Communications Strategy, Conflict Resolution, Change Management, Building Relationships, Project Planning, Employment Law..., Employee Relations, PeopleSoft, Microsoft Office, Talent Management, Client Service, Leadership Development, Recruiting, Talent Acquisition, Personnel Management, Management, Human Resources, Performance Management, Strategy
Education
Ohio University 2001 — 2005
Bachelor of Business Administration (BBA), Human Resource Management, Marketing
Northern Trust August 2012 - Present
Northern Trust 2011 - 2012
Northern Trust December 2007 - February 2011
Northern Trust July 2006 - November 2007
ViaQuest, Inc. July 2005 - July 2006
Skills
Communications Strategy, Conflict Resolution, Change Management, Building Relationships, Project Planning, Employment Law..., Employee Relations, PeopleSoft, Microsoft Office, Talent Management, Client Service, Leadership Development, Recruiting, Talent Acquisition, Personnel Management, Management, Human Resources, Performance Management, Strategy
Education
Ohio University 2001 — 2005
Bachelor of Business Administration (BBA), Human Resource Management, Marketing
Sarah Plevinsky's Northern Trust Experience 1981 - 1984
Job NUA Advisors, LLC
Industry Financial Services
Experience
NUA Advisors 2010 - Present
Duff & Phelps 1985 - 1991
Northern Trust 1981 - 1984
Skills
Valuation, Financial Modeling, Business Valuation, Financial Analysis, Corporate Finance, DCF, Equity Valuation, Private Equity, Purchase Price..., Investments, Investment Banking, Bloomberg
Education
Northwestern University - Kellogg School of Management 1962 — 1984
MM in Finance and Business, Accounting and Finance
Vanderbilt University 1977 — 1981
Bachelor of Arts (B.A.), Economics and Business Administration
NUA Advisors 2010 - Present
Duff & Phelps 1985 - 1991
Northern Trust 1981 - 1984
Skills
Valuation, Financial Modeling, Business Valuation, Financial Analysis, Corporate Finance, DCF, Equity Valuation, Private Equity, Purchase Price..., Investments, Investment Banking, Bloomberg
Education
Northwestern University - Kellogg School of Management 1962 — 1984
MM in Finance and Business, Accounting and Finance
Vanderbilt University 1977 — 1981
Bachelor of Arts (B.A.), Economics and Business Administration
Rodney Cleveland's Northern Trust Experience October 1996 - Present
Job Commercial lender at Northern Trust
Industry Financial Services
Experience
Northern Trust October 1996 - Present
Skills
Commercial Lending, Loans, Credit Analysis, Commercial Banking, Portfolio Management, Credit, Banking, Small Business Lending, Commercial Mortgages, Financial Analysis, Credit Risk, Underwriting
Education
Pepperdine University
MBA, Finance
University of Arizona,
BS, Finance, General
Northern Trust October 1996 - Present
Skills
Commercial Lending, Loans, Credit Analysis, Commercial Banking, Portfolio Management, Credit, Banking, Small Business Lending, Commercial Mortgages, Financial Analysis, Credit Risk, Underwriting
Education
Pepperdine University
MBA, Finance
University of Arizona,
BS, Finance, General
Corinne Martz's Northern Trust Experience January 2006 - Present
Job Personal Banking at Northern Trust
Industry Financial Services
Experience
Northern Trust January 2006 - Present
Chase 1999 - 2006
Education
Pima Community College 1996 — 1998
Santa Rita High School
Northern Trust January 2006 - Present
Chase 1999 - 2006
Education
Pima Community College 1996 — 1998
Santa Rita High School
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.