Northern Trust

Industry: Financial services company

Description

Northern Trust Corporation is a financial services company organized in Delaware and headquartered in Chicago, Illinois that caters to corporations, institutional investors, and high net worth individuals. The company has 85 offices in 18 US states and 20 countries. Headquarters: Chicago, Illinois, United States CEO: Michael G. O'Grady (1 Jan 2018–) Assets under management: 1.2 trillion USD (As of December 31, 2017.) Subsidiaries: NORTHERN TRUST CO,

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5,178 Northern Trust employees in database. Find out everything there's to know about Northern Trust employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Northern Trust Employees

Employee
Years
Job
Industry
TANISHA BLAKEMORE TANISHA BLAKEMORE Chicago, Illinois Details
TANISHA BLAKEMORE's Northern Trust Experience February 2006 - March 2007
Job Paralegal Intern at Hinshaw & Culbertson LLP
Industry Retail
Experience
Hinshaw & Culbertson LLP  September 2012 - Present
Hinshaw & Culbertson LLP  August 2014 - January 2015
Corey Steel Company  August 2011 - August 2012
Kelly Services/JPMorgan Chase   February 2009 - September 2010
Chicago Police Department  March 2007 - June 2009
Northern Trust   February 2006 - March 2007
AT&T Labs, Inc.   August 2005 - September 2006
AT&T  August 1998 - August 2005

Skills
Accounting, Process Improvement, Customer Service, Accounts Receivable, Microsoft Office, Invoicing, Account Reconciliation, Microsoft Excel, Payroll, Outlook, Financial Analysis, Analysis, Microsoft Word, Banking, PACER, Type 55 wpm, Microsoft powerpoint, Bloomberg Software, Management, Training, Social Media, Leadership, Office Management, Project Management, Marketing, Time Management, Mac OS, ACH processing, Bloomberg Terminal, Aderant, I-manage, TyMetrix, Serengeti

Education
Roosevelt University   2014 — 2015
A.B.A Approved Paralegal Studies Program, Paralegal Studies

DEVRY   1998 — 2002
Bachelor of Applied Science (B.A.Sc.), Telecommunications Management

Thomas Lunaburg Thomas Lunaburg Greater Chicago Area Details
Thomas Lunaburg's Northern Trust Experience January 1998 - Present
Job Graphic Designer at Northern Trust
Industry Financial Services
Experience
Northern Trust   January 1998 - Present
Extension  January 1993 - December 1997

Education
Saint Xavier University   1987 — 1991
B.A., Graphic Design

Morgan Park

Shanna Hunt Shanna Hunt Greater Chicago Area Details
Shanna Hunt's Northern Trust Experience November 2010 - July 2013
Job Vice President, Senior Human Resources Consultant at Northern Trust
Industry Human Resources
Experience
Northern Trust Corporation  July 2013 - Present
Northern Trust   November 2010 - July 2013
Northern Trust   October 2007 - November 2010
Northern Trust Corporation  December 2005 - October 2007
Northern Trust Corporation  June 2002 - December 2005

Skills
Talent Management, Employee Engagement, Succession Planning, Onboarding, Talent Acquisition, Performance Management, HRIS, Human Resources, PeopleSoft, Deferred Compensation, HR Consulting, Employee Benefits, Organizational Design, HR Policies, Organizational..., Change Management, Sourcing, Incentive Programs

Education
Saint Xavier University   2006 — 2009
Bachelor of Business Administration (B.B.A.)

Moira Zahn Moira Zahn Sioux Falls, South Dakota Details
Moira Zahn's Northern Trust Experience 1986 - 1994
Job Consultant at Spectrum Pension Consultants, Inc.
Industry Human Resources
Experience
Spectrum Pension Consultants, Inc.   September 2013 - Present
Capella, Inc.   March 2003 - August 2013
Principal Global Investors  April 1996 - December 1999
Everen Securities  March 1994 - April 1996
Northern Trust   1986 - 1994

Skills
Benefit Plan..., Employee Communication, Retirement Plan Design, Pensions, Investment Management, Internal Communications, Mutual Funds, Business Planning, Employee Benefits, Retirement Planning, Marketing, Retirement, Defined Benefit, 401k, Pension Administration, Financial Advisory

Education
Saint Mary's College   1981 — 1985
Bachelor of Business Administration (BBA), Finance

Lovie Baker Lovie Baker Chicago, Illinois Details
Lovie Baker's Northern Trust Experience July 2011 - December 2011
Job Strategic Sourcing Category Manager / Enterprise Contracts Expert / Vendor Management Expert / Project Manager
Industry Information Technology and Services
Experience
Accenture  June 2013 - Present
JPMorgan Chase  October 2012 - April 2013
Kraft Foods Group  January 2012 - June 2012
Northern Trust   July 2011 - December 2011
Apollo Group  2010 - 2011
Honeywell Aerospace  2010 - 2010
CSAA Insurance Group  2008 - 2010
IBM  2005 - 2007
Oracle  2001 - 2004

Skills
Strategic Sourcing, Procurement, Supplier Negotiation, Vendor Management, Spend Analysis, eSourcing, E-procurement, Supply Management, Global Sourcing, Low Cost Country..., E-auctions, Supplier Evaluation, Sourcing, Ariba, Supply Chain Management, Contract Negotiation, Project Management, Release Management, RFP Generation, Information Technology, Outsourcing, Leadership, Business Analysis, Management, Business Process..., Process Improvement, Cross-functional Team..., Mergers & Acquisitions, Purchasing, Enterprise Software, ERP, Contract Management, SAP, Resource Management, Contracts Negotiations

Education
Southern Illinois University, Carbondale
Bachelor's degree and Associate's Degree, Law

Thomas M. Cooley Law School

Margaret Doyle Margaret Doyle Greater Chicago Area Details
Margaret Doyle's Northern Trust Experience 2012 - Present
Job Senior Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust   2012 - Present
Northern Trust   2000 - 2012
Northern Trust   1992 - 2000

Skills
Product Management, Product Development, Wealth Management..., Financial Services, Asset Allocation, Investments, Global Custody, Securities, Financial Analysis, Process Improvement, Mutual Funds, Relationship Management, Alternative Investments, Asset Management, Finance, Asset Managment, Portfolio Management, Wealth Management, Strategic Financial..., Banking, Equities, Management, Fixed Income, Financial Planning

Education
Saint Mary's College
BBA, Accounting

Mike McKeating Mike McKeating Greater Chicago Area Details
Mike McKeating's Northern Trust Experience October 2011 - February 2014
Job Alternative Investment Analyst at Northern Trust
Industry Financial Services
Experience
Northern Trust   October 2011 - February 2014
The University of Chicago  April 2009 - April 2011
Houlihan Smith and Company   September 2008 - January 2009

Skills
Mutual Funds, Equities, Wealth Management, Investments, Fixed Income, Securities, Financial Services, Derivatives, Banking, Financial Analysis, Hedge Funds, Asset Management, Asset Allocation, Capital Markets

Education
Saint Xavier University   2006 — 2008
Bachelor of Finance, Finance, General

Ellen O'Flaherty Ellen O'Flaherty Greater Chicago Area Details
Ellen O'Flaherty's Northern Trust Experience December 2010 - June 2014
Job Independent Consultant Data Networking and VoIP Services
Industry Information Technology and Services
Experience
Pedeko   January 2012 - Present
Northern Trust   December 2010 - June 2014
CNA Insurance  May 1997 - October 2010
CNA  May 1983 - April 1997
Illinois Bell  August 1981 - May 1983

Education
Saint Mary's College   1977 — 1981
BBA, Finance, Marketing

Bruce Worthington Bruce Worthington Fort Lauderdale, Florida Details
Bruce Worthington's Northern Trust Experience 1993 - 1996
Job CFO / Controller / Consultant
Industry Hospital & Health Care
Experience
Cove Center for Recovery / Inspirations for Youth & Families   January 2013 - November 2014
B-Thomas Consulting   September 2009 - January 2013
Liberty Power  August 2007 - September 2009
Innovative Computer Environemnts   2003 - 2007
New York Life  2000 - 2004
TradeStation Securities  1999 - 2000
Coconut Grove Bank  1997 - 1999
Zesiger Capital Group LLC   1996 - 1997
Northern Trust   1993 - 1996

Skills
Financial Analysis, Management, Budgets, Analysis, Leadership, Strategic Planning, Accounting, Risk Management, Business Planning, Commodity Markets, Forecasting, Financial Modeling, Program Management, Business Analysis, Data Analysis, Project Management, Finance, Microsoft Office, Business Development, Process Improvement, Executive Management, Managerial Finance, Contract Management, Business Process..., Start-ups, Strategic Financial..., Operations Management, Negotiation, SQL, Microsoft Access, Microsoft Excel, KIPU, CollaborateMD, Mergers & Acquisitions, Business Strategy, Business Growth..., Strategy, Managing Business Growth, Financial Reporting, Internal Controls, GAAP, Auditing, CRM, Sales, Due Diligence, Contract Negotiation, Training, Cross-functional Team..., Team Leadership, Consulting

Education
Saint Bonaventure University   1990 — 1992
MBA, Accounting and Finance

State University of New York College at Oneonta   1985 — 1989
BS, Business Economics and Finance

Nicole Bellino, CFP® Nicole Bellino, CFP® Greater Chicago Area Details
Nicole Bellino, CFP®'s Northern Trust Experience May 2013 - Present
Job Vice President, Private Banker at Northern Trust
Industry Banking
Experience
Northern Trust   May 2013 - Present
MB Financial Bank  March 2013 - April 2013
MB Financial Bank  August 2008 - March 2013
MB Financial Bank  July 2006 - August 2008

Skills
Commercial Lending, Commercial Banking, Private Banking, Wealth Management..., Retirement Planning, Investment Management, Certified Financial..., Estate Planning, Credit Analysis, Portfolio Management, Banking, Financial Analysis, Middle Market

Education
Saint Mary's College   2002 — 2006
Bachelor of Business Administration, Finance and Marketing

University of Notre Dame

Bob Borowczak Bob Borowczak Dallas, Texas Details
Bob Borowczak's Northern Trust Experience May 2011 - Present
Job Investment Consultant at Northern Trust Securities, Inc.
Industry Investment Management
Experience
Northern Trust   May 2011 - Present
Allegiant Wealth Management   2010 - 2011
TEMAA Financial   January 2009 - 2010
Morgan Stanley  January 2004 - January 2009

Skills
Series 7, Wealth Management, Investments, Asset Allocation, Retirement Planning, Asset Managment, Investment Advisory, Strategic Financial..., Mutual Funds, Alternative Investments, Investment Strategies, Portfolio Management, Series 63, Equities, Retirement

Education
Southern Methodist University   2006 — 2008
Financial Planning

US Coast Guard Academy   1994 — 1998
BS, Management

James Hilburger James Hilburger Chicago, Illinois Details
James Hilburger's Northern Trust Experience November 1998 - August 1999
Job Director of Accounting at Gelber Group LLC
Industry Financial Services
Experience
Gelber Group LLC  April 2002 - Present
CME Group  July 2000 - April 2002
Northern Trust   November 1998 - August 1999

Skills
Alternative Investments, Accounting, Accounts Payable, Financial Reporting, Macola, Macola Progression, Microsoft Excel, Microsoft Office, Account Reconciliation, FINRA, CPA, Analysis, Auditing, Budgets

Education
Saint Xavier University
Bachelor of Science (BS), Accounting

St Ignatius College Prep

Steve Harms Steve Harms Greater Chicago Area Details
Steve Harms's Northern Trust Experience March 1996 - Present
Job Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust   March 1996 - Present
Accenture  September 1986 - February 1996

Education
Western Illinois University   1983 — 1986
Master of Science (M.S.), Computer Science

Southern Illinois University, Edwardsville   1978 — 1983
Bachelor of Science (B.S.), Computer Science

Sara Chartrand Sara Chartrand Scottsdale, Arizona Details
Sara Chartrand's Northern Trust Experience June 2010 - Present
Job Senior Account Manager at The Northern Trust Company
Industry Financial Services
Experience
Northern Trust   June 2010 - Present
Clif Bar & Company  December 2013 - December 2014
Bank of America  May 2009 - June 2010
Telesphere  May 2008 - May 2009

Skills
Wealth Management, Trust Management, Executive..., Client Relations Skills, Telecommunications, Receptionist Duties, Microsoft Excel, Microsoft Word, Microsoft Office, Sales, Corporate Communications, Account Management, PowerPoint, Trust Services, Fixed Income, Asset Allocation, Banking, Commercial Banking, Portfolio Management, Mutual Funds

Education
Classic Beauty College
Cosmetology/Cosmetologist, General

Scottsdale Community College

Danny Michael, CFP® AIF® Danny Michael, CFP® AIF® Greater San Diego Area Details
Danny Michael, CFP® AIF®'s Northern Trust Experience August 2010 - May 2014
Job Financial Planner at Pure Financial Advisors, Inc.
Industry Investment Management
Experience
Pure Financial Advisors, Inc.   June 2014 - Present
Northern Trust   August 2010 - May 2014
US Bank  July 2008 - July 2010
Union Bank  2004 - 2007

Skills
Wealth Management, Investments, Strategic Financial..., Asset Management, Finance, Estate Planning, Investment Management, Investment Advisory, Mutual Funds, Investment Strategies, Certified Financial..., Retirement Planning, Portfolio Management, Asset Managment, Financial Services, Securities, Alternative Investments, 401k, Private Banking, Series 63, Equities, High Net Worth..., Insurance, Financial Planners, Wealth Management..., FINRA, Financial Advisory, Retirement, Wealth, ETFs, Series 65, Relationship Management, Fixed Income, Bonds, Asset Allocation, Tax, Management, Series 7, Risk Management, Team Building, Chartered Market...

Education
San Diego State University-California State University   2007 — 2008
MSBA, Financial and Tax Planning

University of California, Riverside   1995 — 2000
BS, Business Administration

Donna Day Donna Day Austin, Texas Area Details
Donna Day's Northern Trust Experience August 2012 - July 2014
Job Senior Lending Manager at American Bank
Industry Banking
Experience
American Bank, N.A.   August 2014 - Present
Northern Trust   August 2012 - July 2014
Regions Bank  December 2010 - August 2012
Comerica Technology & Life Sciences Group   August 2004 - December 2010
The Chase Manhattan Bank  December 1988 - February 2000

Skills
Wealth Management, Mortgage Lending, Lines Of Credit, Investments, Underwriting, Cash Management, Private Equity, Risk Management, Finance, Credit, Trusts

Education
Southern Methodist University - Cox School of Business   1988 — 1989
MBA, Finance

Texas Tech University   1984 — 1988
BBA, Finance

Garry Beaulieu Garry Beaulieu Greater Denver Area Details
Garry Beaulieu's Northern Trust Experience January 2003 - September 2007
Job Principal at Innovest Portfolio Solutions
Industry Investment Management
Experience
Innovest Portfolio Solutions  September 2007 - Present
Northern Trust   January 2003 - September 2007
BNY Mellon  January 2000 - January 2004
Fleet Bank Investment Management   1985 - 1991

Education
Saint Anselm College   1982 — 1985

Darden School

National Graduate Trust School

New England School of Banking at Williams College

University of Virginia

Luke Schillo Luke Schillo Greater Chicago Area Details
Luke Schillo's Northern Trust Experience March 2011 - Present
Job Associate Portfolio Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation  March 2015 - Present
Northern Trust   March 2011 - Present
Northern Trust   September 2007 - March 2011
Standard Bank & Trust Co.   January 2005 - September 2007
Merrill Lynch  June 2005 - August 2005

Skills
Financial Reporting, Asset Allocation, Asset Management, Banking, Finance, Financial Statements, Fixed Income, Hedge Funds, Investments, Management, Microsoft Excel, Mutual Funds, Negotiation, Options, Portfolio Management, Securities, Strategic Financial..., Wealth Management

Education
Saint Xavier University   2006 — 2007
Masters of Business Administration, Financial Planning

Saint Xavier University   2003 — 2006
Bachelors of Business Administration, Finance

Evergreen Park high school

Tyler Schlumpf, CFA Tyler Schlumpf, CFA Phoenix, Arizona Area Details
Tyler Schlumpf, CFA's Northern Trust Experience October 2012 - Present
Job Second Vice President and Portfolio Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust   October 2012 - Present
Vanguard  August 2011 - October 2012
Vanguard  January 2010 - August 2011
Vanguard  May 2006 - January 2010

Skills
Mutual Funds, Asset Allocation, Portfolio Management, Investments, Fixed Income, Finance, Microsoft Office, ETFs, Equities, Microsoft Excel, Bloomberg, Series 63, Series 7, Bloomberg Terminal, Financial Advisory, High Net Worth..., Access, Valuation, Investment Strategies, Project Planning, Securities, Retirement Planning, Risk Management, Asset Management, Factset, Zephyr StyleAdvisor, Alternative Investments, Investment Management, Asset Managment, Financial Services, Inside Sales, Team Management, Economics, Strategic Financial..., Financial Markets, Capital Markets

Education
San Diego State University-California State University   2002 — 2006
BS, Finance

Ronald B. Ciesla, CFA Ronald B. Ciesla, CFA Naples, Florida Details
Ronald B. Ciesla, CFA's Northern Trust Experience January 2011 - Present
Job Senior Wealth Strategist at Northern Trust
Industry Financial Services
Experience
Northern Trust   January 2011 - Present
U.S. Trust   May 2005 - December 2010
Merrill Lynch  1996 - 2001

Skills
Investment Advisory, Wealth Management, Investments, Investment Management, Wealth, Mutual Funds, Marketing Strategy, Series 7, Asset Allocation, Asset Management, Alternative Investments, Wealth Management..., Trusts, New Business Development, Private Banking, Strategic Planning, High Net Worth..., Portfolio Management, Equities, Family Office, Strategic Financial..., Financial Services, Finance, Financial Planning, Hedge Funds, Investment Strategies

Education
Seton Hall University   1972 — 1976
B.S. in Business Administration, Accounting

Ginger McCalla Ginger McCalla Houston, Texas Area Details
Ginger McCalla's Northern Trust Experience 1997 - 2000
Job Realtor at KellerWilliams Realty
Industry Real Estate
Experience
Keller-Williams Realty  RealtorKeller-Williams Realty2010 - 2011
Northern Trust   1997 - 2000

Education
Sam Houston State University   1990 — 1994
Arts, English/History

Sam Houston State University
Bachelors Degree, English/HIstory

Chancellor Turner Chancellor Turner Greater Chicago Area Details
Chancellor Turner's Northern Trust Experience August 2007 - March 2012
Job Investment Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  September 2014 - Present
Discover Financial Services  August 2014 - September 2014
JLL  February 2014 - July 2014
Millennium Trust Company  January 2013 - March 2013
Northern Trust   August 2007 - March 2012
JPMorgan Chase  June 2006 - August 2007
Aon Hewitt  August 2004 - February 2005
The Walt Disney Company  June 2004 - January 2005

Skills
Portfolio Management, Investments, Securities, Mutual Funds, Financial Analysis, Bloomberg, Equities, Financial Services, Sales Management, Investment Strategies, Account Management, Sales, Finance, Banking, Series 7, Leadership, Asset Management, Fixed Income, Asset Allocation, Investment Banking, Alternative Investments, Trading, Hedge Funds, Registered..., Asset Managment, ETFs, Wealth Management, Cash Management, Series 63, Bonds, Wealth Management..., Accounting, FINRA, High Net Worth..., Retirement Planning, Loans, Institutional..., FX Options, Credit, Relationship Management, Options, Microsoft Excel, Yardi, JD Edwards, Bloomberg Software, Morningstar, E1, Salesforce.com, Derivatives, Capital Markets

Education
Keller Graduate School of Management of DeVry University   2014 — 2016
Master of Accounting and Financial Management, CPA program

Southern Illinois University, Carbondale   2001 — 2006
B.S, Marketing

University of Central Florida   2004 — 2005
B.S., Finance

Thornwood H.S.   1997 — 2001
Diploma, Distributive Education

Timothy Pearce Timothy Pearce Greater Chicago Area Details
Timothy Pearce's Northern Trust Experience October 2013 - Present
Job Regional Sales Manager Director of Client Engagement, Wealth Management
Industry Financial Services
Experience
Northern Trust   October 2013 - Present
Robert W. Baird & Co.   July 2011 - July 2012
UBS Wealth Management  2007 - 2010
CUNA Mutual Group  2005 - 2007
Mid America Bank  1997 - 2005
NBD/First Chicago   1990 - 1997

Skills
Business Development, Business & Growth..., Executive Coaching,, Leadership Excellence., Sales Management, P & L Management, Licensing, Series 7, Strategic Planning, Business Planning, Customer Relations, New Business Development, Leadership Development, Process Improvement, Team Building, Team Leadership, Coaching, Acquisition Integration, Strategy Development, Financial Services, Asset Management, Investments, Business Coaching, Practice Management, Customer Service, Leadership, Strategy, P&L Management, Finance, Wealth Management, Management

Education
Southern Illinois University, Carbondale   1983 — 1988
Business Economics

Alex Vecchiet Alex Vecchiet Greater Chicago Area Details
Alex Vecchiet's Northern Trust Experience 1991 - 2007
Job Relationship Manager at JP Morgan Chase
Industry Banking
Experience
JP Morgan Chase  October 2007 - Present
Northern Trust   1991 - 2007

Skills
Banking, Cross Selling, Relationship Management, Portfolio Management

Education
Southern Illinois University, Carbondale   1989 — 1990
Bachelor of Arts (B.A.), Finance, General

Doug Sullivan Doug Sullivan Greater Chicago Area Details
Doug Sullivan's Northern Trust Experience March 1987 - Present
Job Senior Vice President at Northern Trust Company
Industry Financial Services
Experience
Northern Trust   March 1987 - Present
Citi Trust  March 1998 - February 2003

Skills
Certified Financial..., FINRA Licenses: 7 and 63, Investments, Estate Planning, Retirement Planning, Strategic Financial..., High Net Worth..., Wealth, Trust Services, Personal Finance, Management, Wealth Management, Asset Allocation, Alternative Investments, Series 7, Wealth Management..., Asset Management, Mutual Funds, Securities, Portfolio Management, Investment Advisory, Investment Management, Investment Strategies, Series 63, Equities, FINRA

Education
Southern Methodist University

University School of Milwaukee
High School

Karen Stoffel Karen Stoffel Greater Detroit Area Details
Karen Stoffel's Northern Trust Experience May 1984 - September 1990
Job Senior Financial Services Rep at Flagstar Bank
Industry Banking
Experience
Flagstar Bank  October 2007 - February 2013
Northern Trust   May 1984 - September 1990

Skills
Loans, Credit Risk

Education
Southern Illinois University, Carbondale
Bachelor of Science, Finance

Tim Stinson Tim Stinson Orange County, California Area Details
Tim Stinson's Northern Trust Experience August 2013 - January 2015
Job National Sales Manager, Cetera Financial Group
Industry Investment Management
Experience
Cetera Financial Group  January 2015 - Present
Northern Trust   August 2013 - January 2015
Fidelity Institutional Wealth Services  November 2009 - August 2013
Fortigent  July 2007 - November 2009
SEI Investments  June 1992 - May 2007
SEI  1992 - 2007

Skills
Due Diligence, Financial Services, Investment Advisory, Investment Banking, Investments, Management, New Business Development, Outsourcing, Relationship Management, Sales, Series 7, Trading, Mutual Funds

Education
Saint Joseph's University   1988 — 1992
Bachelor of Science, Marketing

Matthew Santangelo Matthew Santangelo Boston, Massachusetts Details
Matthew Santangelo's Northern Trust Experience July 2011 - Present
Job Senior Wealth Strategist at Northern Trust
Industry Investment Management
Experience
Northern Trust   July 2011 - Present
Mitra Biotech   2009 - January 2015
USS Constitution Museum  2014 - 2014
Merrill Lynch  September 1996 - June 2011
UNICEF  2007 - 2010
Merrill Lynch Trust Company  February 1994 - August 1996
US Navy  May 1987 - May 1995
Bessemer Trust  February 1992 - December 1993
Zeron Capital Management   1991 - 1991

Skills
Strategic Financial..., Investment Strategies, Fiduciary, Philanthropy, Wealth Management..., High Net Worth..., Asset Allocation, Liquidity Events, Investment Management, Wealth Management, Goals Based Planning, Investments, Wealth, Finance, Trusts, Estate Planning, Asset Management, Alternative Investments, Due Diligence, Portfolio Management

Education
ABA National Graduate Trust School (at Northwestern University)   1993 — 1995
CTFA, fiduciary law, gift & estate taxation, financial planning, investment management

Skidmore College   1983 — 1987
BA, Government

Barnstable High School   1979 — 1983
diploma, college prep

Ronnie Powell, CFP® Ronnie Powell, CFP® Austin, Texas Details
Ronnie Powell, CFP®'s Northern Trust Experience October 2006 - Present
Job Region President and Managing Director with Northern Trust
Industry Financial Services
Experience
Northern Trust   October 2006 - Present
Smith Barney  October 2002 - October 2006
Merrill Lynch  1994 - 2002

Skills
Wealth Management..., Retirement Planning, Investment Management, Series 63, Series 7, Finance, Banking, Financial Services, Business Strategy, Private Banking, Strategic Financial..., Personal Finance, Portfolio Management, Asset Management, Wealth Management, Securities, Financial Planning

Education
Southern Methodist University - Cox School of Business   1988 — 1992
BBA, General Business

Cari Anderson Cari Anderson Greater Chicago Area Details
Cari Anderson's Northern Trust Experience July 1986 - November 2005
Job VP, SWIFT Product Manager at PNC
Industry Banking
Experience
PNC  July 2012 - Present
Associated Bank  November 2010 - July 2012
Bank of America  October 2007 - October 2010
ABN AMRO (formerly LaSalle Bank)   November 2005 - October 2007
Northern Trust   July 1986 - November 2005

Education
Southern Illinois University, Carbondale   1979 — 1983
BS, Finance

Stuart Schuldt Stuart Schuldt Greater Chicago Area Details
Stuart Schuldt's Northern Trust Experience March 1998 - May 2007
Job Global Head Fund Administration, ETF & UIT Investment Services
Industry Investment Management
Experience
Invesco Ltd.  January 2012 - Present
Invesco Ltd.  May 2010 - Present
Van Kampen Investments  May 2007 - May 2010
Morgan Stanley  May 2007 - May 2010
Northern Trust   March 1998 - May 2007
Kemper Mutual Funds  May 1993 - March 1998
Arthur Andersen & Co.   September 1984 - May 1993

Skills
Asset Management

Education
Southern Methodist University   1980 — 1984
BBA, Accounting and Finance

Scott Dille Scott Dille Greater Chicago Area Details
Scott Dille's Northern Trust Experience January 2007 - November 2009
Job Director of Client & Partner Experience at Northern Trust Company
Industry Financial Services
Experience
Northern Trust Company  March 2012 - Present
Northern Trust   January 2007 - November 2009
JPMorgan  February 1987 - April 2006

Skills
Wealth Management, Leadership, Portfolio Management, Wealth Management..., Business Strategy, Asset Management, Investments, Private Banking, Financial Services, Change Management, Alternative Investments, Asset Allocation, Employee Engagement, Strategy, Equities, Banking, Risk Management, Hedge Funds, High Net Worth..., Management, Investment Management, New Business Development, Fixed Income, Mutual Funds, Securities, Investment Advisory, Mergers & Acquisitions, Credit, Investment Strategies, Private Equity, Trust Services, Strategic Financial..., Customer Experience, Design Thinking, ETFs

Education
Southern Methodist University - Cox School of Business   1985 — 1987
MBA, Finance, General

University of Missouri-Columbia   1976 — 1980
BSBA, Finance, General

Brad McGinnis Brad McGinnis San Francisco Bay Area Details
Brad McGinnis's Northern Trust Experience August 2001 - November 2012
Job Director, Global Trust Services Business Unit Risk Manager at MUFG Union Bank N.A..
Industry Financial Services
Experience
Union Bank  November 2012 - Present
Northern Trust   August 2001 - November 2012
Northern Trust   August 2001 - May 2008
Argent Funds Group  October 1999 - August 2001
CNA Insurance  September 1995 - October 1999
First National Bank of Chicago (now JP Morgan Chase)   October 1989 - September 1995
American National Bank and Trust Company - Chicago   March 1988 - October 1989
FDIC  1987 - March 1988
Oak Lawn National Bank   1984 - 1987

Skills
Compliance, Vendor Management, Risk Management, Process Improvement, Operations Management, Outsourcing, Due Diligence, Risk, Financial Risk, Investments, Portfolio Management, Management, Business Process, Banking, Securities, Operational Risk

Education
Saint Xavier University   1982 — 1986

Hillary DeVere Hillary DeVere Greater Chicago Area Details
Hillary DeVere's Northern Trust Experience 2008 - 2009
Job Project Manager at Hitachi Data Systems
Industry Computer Networking
Experience
Hitachi Data Systems  2010 - Present
Wells Fargo  September 2009 - April 2010
Northern Trust   2008 - 2009
Hewlett Packard  1999 - 2008
HP  1999 - 2008
SRA International  2005 - 2005
MJV Consulting   May 1996 - December 1999

Skills
PMP, ITIL, IT Strategy, PMO, Business Analysis, Agile Methodologies, Business Development, Business Process..., Business Process, CRM, Change Management, Disaster Recovery, Data Center, Enterprise Architecture, Information Technology, Infrastructure, MS Project, Leadership, Program Management, Management, Project Planning, Project Portfolio..., Project Management, Risk Management, SDLC, SharePoint, System Deployment, Software Project..., Team Building, Training, Testing, Visio, Vendor Management

Education
Saint Joseph's University   1982 — 1986
Bachelor Science, Computer Science

Resurrection Academy   1978 — 1982
High School

Mike Schoenberger Mike Schoenberger Greater Chicago Area Details
Mike Schoenberger's Northern Trust Experience May 1987 - Present
Job Vice President, Software Development Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust   May 1987 - Present
ANB Investment Management Co.   May 1987 - December 1997
University of Chicago  July 1983 - April 1987

Skills
Fixed Income, Securities, Asset Management, Derivatives, Portfolio Management, Bloomberg, Trading, Asset Allocation, Alternative Investments, Investments, Mutual Funds, Capital Markets, Risk Management, Financial Services, Equity Trading, Wealth Management, SDLC, Investment Strategies, Back Office, Business Analysis, Equities, Project Management

Education
The University of Chicago   1980 — 1982
MS, Physical Science / Meteorology

Saint Louis University   1977 — 1980
BS, Meteorology

Mackenzie Newman Mackenzie Newman Sioux Falls, South Dakota Area Details
Mackenzie Newman's Northern Trust Experience May 2007 - July 2009
Job Digital Marketing Specialist certified in Google AdWords and Analytics
Industry Marketing and Advertising
Experience
Vision Video Interactive  November 2014 - June 2015
HenkinSchultz Creative Services  October 2013 - October 2014
Net Pistol (IMED Consulting)   June 2011 - August 2013
Dakotaland Federal Credit Union  August 2010 - May 2011
Northern Trust   May 2007 - July 2009

Skills
Email Marketing, Online Marketing, Social Media Marketing, Marketing Communications, Advertising, Facebook, Online Advertising, Google Analytics, Social Media, New Business Development, Customer Service, Management, Sales, Team Building, Public Relations, B2B, PowerPoint, Mobile Marketing, Social Networking, Media Relations, Negotiation, SEO, Blogging, Microsoft Office, Direct Marketing, Promotions, Creative Strategy, Brand Development, Creative Direction, Public Speaking, Writing, Research, Mobile Applications, Strategic Communications, Marketing Strategy, Communications Strategy, Customer Relations, Marketing, Digital Marketing, Account Management, Digital Strategy, Strategic Planning, Digital Media

Education
South Dakota State University   2009 — 2011
Bachelor of Science, Communications Studies & Theater, Specialization in Communication Studies

Chandler-Gilbert Community College

Ashley Crain Ashley Crain Orange County, California Area Details
Ashley Crain's Northern Trust Experience July 2007 - August 2013
Job Executive Assistant at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management  August 2013 - Present
Northern Trust   July 2007 - August 2013
Wells Fargo  August 2003 - July 2007

Skills
Portfolio Management, Credit, Loans, Wealth Management, Financial Services, Banking, Asset Management, Financial Analysis, Risk Management, Business Analysis, Relationship Management, Executive Support, Corporate Events, Coordinating Events, Travel Planning, Expenses, Commercial Banking

Education
Santa Ana College   2003 — 2006
Associate's degree, Business Administration and Management, General

Stan Stevenson Stan Stevenson Dallas/Fort Worth Area Details
Stan Stevenson's Northern Trust Experience December 2011 - April 2013
Job Managing Director at Sendero Wealth Management
Industry Investment Management
Experience
Sendero Wealth Management  April 2013 - Present
Northern Trust   December 2011 - April 2013
Stevenson Strategies, LLC   August 2010 - December 2011
Belmont Wealth Management   January 1996 - July 2010
Northern Trust   September 1992 - December 1996
Vantage Companies  May 1984 - August 1992
Mercantile National Bank  January 1980 - May 1984

Education
Southern Methodist University - Cox School of Business   1978 — 1979
Master of Business Administration (MBA)

Southern Methodist University - Cox School of Business   1972 — 1976
BBA, General Business and Finance

J. Jane Tang J. Jane Tang Greater Chicago Area Details
J. Jane Tang's Northern Trust Experience March 2010 - Present
Job Vice President at Northern Trust
Industry Banking
Experience
Northern Trust   March 2010 - Present
Chicago Office of Tourism  2009 - 2011
Deloitte & Touche  July 2007 - March 2010
Chinese Banker Leadership Program at Univeristy of Illinois   2006 - 2007
Ernst & Young  2005 - 2005
Ernst & Young  2001 - 2005

Skills
Risk Management, Internal Controls, Due Diligence, Internal Audit, Financial Analysis, Auditing, Enterprise Risk..., Sarbanes-Oxley Act, Banking, Valuation, Credit Risk, Basel II, Financial Reporting, Financial Risk, Financial Modeling, Corporate Finance, Derivatives, Capital Markets, Financial Services, Accounting, Change Management, Project Management, Process Improvement, Business Requirements

Education
University of Illinois at Urbana-Champaign   2006 — 2007
Master, Accountancy

The University of Chicago   2006 — 2006
Graduate School of Business

Shanghai University of Finance and Economics   1997 — 2001
Bachelor, International Finance

Shanghai No. 3 Girls School   1991 — 1997

Guadalupe Oregel Guadalupe Oregel Greater Chicago Area Details
Guadalupe Oregel's Northern Trust Experience June 2008 - August 2008
Job Financial Analyst at JLL
Industry Accounting
Experience
JLL  May 2014 - Present
Jones Lang LaSalle  August 2013 - May 2014
SOS Children's Villages  July 2012 - July 2013
DeVry University  June 2009 - August 2009
Northern Trust   June 2008 - August 2008

Skills
Analytical Skills, Communication Skills, Intermediate Accounting..., Microsoft Excel, PowerPoint, Accounting, Microsoft Word, Teamwork, Spreadsheets, Customer Service, Social Skills, Communication, Microsoft Office, Financial Analysis

Education
Saint Xavier University   2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, Junior

Kendra Epley Kendra Epley United States Details
Kendra Epley's Northern Trust Experience February 1994 - Present
Job Vice President at Northern Trust, Certified Trust and Financial Advisor
Industry Financial Services
Experience
Northern Trust   February 1994 - Present

Skills
Wealth Management..., Small Business, Wealth Management, Alternative Investments, Private Banking, Financial Services, Asset Management, Financial Planning, Strategic Planning

Education
Scripps College   1985 — 1989
Bachelor's degree, American/United States Studies/Civilization

Westmont College   1990 — 1991
Teacher Education, Social Studies Teacher Education, Secondary

Chanel Bonner Chanel Bonner Oak Creek, Wisconsin Details
Chanel Bonner's Northern Trust Experience February 2011 - August 2011
Job Leasing Professional Ridge View Apartments
Industry Real Estate
Experience
Northern Trust   February 2011 - August 2011

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Banking, Social Media

Education
Southern Illinois University, Carbondale   2005 — 2010
Bachelor of Science (B.S.), Finance, General

Denise Valenti Denise Valenti Santa Barbara, California Details
Denise Valenti's Northern Trust Experience December 2012 - April 2014
Job Executive/Personal Assistant with Paralegal and Human Resources Background
Industry Executive Office
Experience
Northern Trust   December 2012 - April 2014
Celerus Diagnostics  April 2007 - July 2012
Biomechanics Institute and Dr. Anthony Sances, Jr.   March 1998 - March 2007
Mullen & Henzell, LLP.   March 1997 - March 1998
Law Offices of Mack S. Staton (formerly Tardiff & Staton)   1989 - 1997
Reetz, Fox & Bartlett   1988 - 1989

Skills
Microsoft Word, Customer Service, Travel Arrangements, Human Resources, Office Management, Executive Level..., Microsoft Office, Medical Devices

Education
UCSB
Paralegal Certification

Santa Barbara City College   1988 — 1990

Dos Pueblos

Brandon Greene Brandon Greene Chicago, Illinois Details
Brandon Greene's Northern Trust Experience February 2013 - March 2013
Job Grants Assistant at Northwestern University
Industry Retail
Experience
Northwestern University  March 2013 - Present
Northern Trust   February 2013 - March 2013
Teavana  November 2012 - February 2013
South Carolina State University  September 2008 - July 2011

Skills
Sales, Microsoft Excel, PowerPoint, Peachtree, QuickBooks, Customer Service

Education
South Carolina State University   2006 — 2011
Bachelor of Applied Science (B.A.Sc.), Accounting, 3.012

Anthony Robello Anthony Robello San Francisco Bay Area Details
Anthony Robello's Northern Trust Experience April 2000 - August 2003
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  May 2015 - Present
Parallel Advisors  December 2013 - November 2014
Sterne Agee  January 2012 - December 2013
Meridian Commercial  March 2010 - December 2010
Cassidy Turley  July 2008 - June 2010
Northern Trust   April 2000 - August 2003
Mellon Private Asset Management  April 1995 - April 2000

Skills
Investments, Portfolio Management, Client Service, Asset Management, Equities, Wealth Management, Valuation, Asset Allocation, Alternative Investments, Brokerage, Investment Advisory, Series 7, Investment Management, Private Equity, Real Estate Economics, Fixed Income, Asset Managment, Mutual Funds, Finance, Estate Planning, Retirement Planning, Financial Services, Small Business, Strategic Financial..., Wealth

Education
San Francisco State University
Bachelor of Science, Finance

Marin Catholic High School   1980 — 1984

Tom Fisher, CFA, CFP Tom Fisher, CFA, CFP Greater San Diego Area Details
Tom Fisher, CFA, CFP's Northern Trust Experience 1992 - 1994
Job Senior Investment Manager at Wells Fargo
Industry Investment Management
Experience
Wells Fargo  1998 - Present
Dowling & Yahnke   1997 - 1998
Northern Trust   1992 - 1994
Santa Barbara Bank & Trust  1989 - 1992
West Coast Financial Services   1987 - 1989

Skills
Wealth Management..., High Net Worth..., Wealth Management, Investment Strategies, Asset Allocation, Portfolio Management, Finance, Investments, Asset Management, Management, Equity Research, Mutual Funds, Investment Management, Investment Advisory, Private Banking, Retirement Planning, Alternative Investments

Education
San Diego State University-California State University   1983 — 1987
M.S. & B.S., Financial Services

Shilpesh Patel Shilpesh Patel Greater Chicago Area Details
Shilpesh Patel's Northern Trust Experience December 2007 - October 2012
Job Engagement Manager at PSC Group, LLC
Industry Information Technology and Services
Experience
PSC Group, LLC  November 2012 - Present
Northern Trust   December 2007 - October 2012
VinaKom Communications  February 2007 - September 2007
ABN AMRO  September 2005 - February 2007
Continental Midland   July 2003 - August 2005
Barickman Consulting Group   January 2002 - July 2003
Bond Technologies  June 1999 - October 2001
Comdisco  October 1998 - May 1999
AlphaNet Solutions  January 1997 - September 1998

Skills
Project Management, Vendor Management, SDLC, Business Analysis, Disaster Recovery, Program Management, IT Strategy, Enterprise Architecture, Change Management, Process Improvement, Integration, Databases, Risk Management, Cross-functional Team..., Agile Methodologies, IT Management, Project Planning, PMO, Leadership, Strategy

Education
Rutgers, The State University of New Jersey-Newark   1991 — 1995
Batchelor of Arts, Biology

Piscataway   1987 — 1991

Aurora Gardens Academy   1983 — 1987

Tara Perkins, CPWA® Tara Perkins, CPWA® Menlo Park, California Details
Tara Perkins, CPWA®'s Northern Trust Experience December 2006 - Present
Job Senior Wealth Strategist, Northern Trust
Industry Financial Services
Experience
Northern Trust   December 2006 - Present
Credit Suisse  July 2000 - December 2006

Skills
Wealth Management..., Investment Management, Financial Services, Alternative Investments, Finance, Asset Allocation, Investments, Fixed Income, Investment Strategies, Asset Management, Hedge Funds, Equities, Wealth Management, Private Equity, Portfolio Management

Education
The University of Chicago Booth School of Business   2015 — 2015
Certified Private Wealth Advisor® Certificate Program

University of California, Davis - Graduate School of Management   1998 — 2000
MBA, Finance & Accounting

Saint Mary's College of California   1989 — 1993
BS, Economics

Mary Moster Mary Moster Greater Chicago Area Details
Mary Moster's Northern Trust Experience 1973 - 1978
Job Experienced Communications Consultant
Industry Public Relations and Communications
Experience
L.C. Williams & Associates   2002 - Present
DePaul University  January 2008 - March 2010
Comdisco  1993 - 2002
Navistar  1988 - 1993
Hill & Knowlton, Inc   1978 - 1988
Northern Trust   1973 - 1978

Skills
Crisis Communications, Financial Communications, Internal Communications, Strategic Communications, Positioning, Corporate Communications, Strategy, Message Development, Integrated Marketing, Program Management, Public Speaking, Communication Training, Strategic Planning, Media Relations, Reputation Management

Education
The University of Chicago   1971 — 1972
M.A., English

Rutgers University-New Brunswick   1968 — 1972
B.A., English

Nicole Smit Nicole Smit Greater Chicago Area Details
Nicole Smit's Northern Trust Experience March 1993 - January 2000
Job Providence Wealth Advisors, LLC
Industry Investment Management
Experience
Providence Bank  April 2013 - Present
Northern Trust   March 1993 - January 2000

Skills
Strategic Financial..., Cash Management, Wealth Management, Asset Management, Financial Planning, Mutual Funds, Estate Planning, Retirement Planning

Education
Roosevelt University
Paralegal - Estates/Trusts/Wills

Trinity Christian College
Bachelor of Arts (B.A.)

William Lafleur William Lafleur Greater San Diego Area Details
William Lafleur's Northern Trust Experience February 1991 - April 2000
Job Vice President, Sr. Portfolio Manager
Industry Investment Management
Experience
Mutual of Omaha Bank  November 2011 - Present
Buechler Capital Asset Management   November 2006 - November 2011
Summerset Management   April 2000 - November 2006
Northern Trust   February 1991 - April 2000

Skills
Investments, Portfolio Management, Wealth Management, Investment Management, Wealth Management..., High Net Worth..., Fixed Income, Equities, Banking, Mutual Funds, Credit Analysis, Financial Modeling, Securities, Asset Management, Investment Advisory

Education
San Diego State University-California State University   1976 — 1979
Bachelors, Finance

Meghan Milovich, CJE Meghan Milovich, CJE San Francisco Bay Area Details
Meghan Milovich, CJE's Northern Trust Experience July 2002 - July 2003
Job
Industry Primary/Secondary Education
Experience
San Ramon Valley High School  June 2014 - Present
Rodan + Fields Dermatologists  July 2014 - January 2015
Clayton Valley Charter High School  August 2013 - July 2014
Stella & Dot  April 2012 - July 2014
Jostens  January 2013 - July 2013
Junipero Serra High School  August 2005 - December 2012
Orange Magazine  August 2004 - December 2006
Galileo Academy of Science and Technology   September 2004 - June 2005
Northern Trust   July 2002 - July 2003
The Northern Trust Company  July 2002 - July 2003

Education
Saint Mary's College of California   2012 — 2013
MFT

University of San Francisco   2003 — 2005
MAT, English, Teacher Education

University of San Francisco   1997 — 2001
B.A, Philosophy

Champlain Valley Union High School   1993 — 1997

Soon Park Soon Park Greater New York City Area Details
Soon Park's Northern Trust Experience October 2012 - February 2013
Job Business Analyst / Project Manager
Industry Financial Services
Experience
Jennison Associates LLC  February 2015 - Present
Crius Energy, LLC  May 2014 - February 2015
Morgan Stanley  January 2014 - April 2014
Moody's Corporation  April 2013 - August 2013
Northern Trust   October 2012 - February 2013
Accenture  July 2009 - October 2012
Aresty Research Center  September 2006 - May 2007

Skills
Capital Markets, Banking, Business Analysis, Requirements Gathering, Testing, SDLC, Credit Cards, Project Management, Application Lifecycle..., Requirements Analysis, Data Analysis, Management Consulting, Financial Services, Analytics, Finance, Microsoft Office, Analysis, CRM, Microsoft Excel, PowerPoint, Management

Education
Rutgers University   2005 — 2009
B.A., Economics and Political Science

Ridge High School   2001 — 2005

Phillip Keippel Phillip Keippel Greater Chicago Area Details
Phillip Keippel's Northern Trust Experience November 2012 - March 2014
Job Mutual Fund Associate
Industry Financial Services
Experience
Northern Trust Asset Management  January 2015 - Present
Northern Trust Corporation  March 2014 - January 2015
Northern Trust   November 2012 - March 2014
Envestnet Asset Management  July 2011 - November 2012
Financial Group  June 2010 - July 2011
Smartvestments   December 2005 - May 2010

Skills
Investments, Finance, Mutual Funds, Derivatives, Wealth Management, Asset Management, Equities, Financial Services, Fixed Income, Portfolio Management, Strategic Financial..., Hedge Funds

Education
Saint Xavier University
BBA, Finance

Saint Viator High School   2001 — 2005

Greg Reynolds, CFA Greg Reynolds, CFA Delray Beach, Florida Details
Greg Reynolds, CFA's Northern Trust Experience June 2010 - Present
Job Vice President Portfolio Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust   June 2010 - Present
Noesis Capital Management   October 2001 - June 2010
Spear, Leeds, and Kellogg   2001 - 2001
Kiley, Bloemers, Inc   1999 - 2001
The Boeing Company  1995 - 1999

Skills
Business Development, Strategic Financial..., Alternative, Portfolio Management, Asset Managment, Alternative Investments, Asset Allocation, Equities, Wealth Management, Investments, Investment Management, Investment Strategies, Fixed Income, Hedge Funds, Mutual Funds, Investment Advisory, Equity Research, ETFs, Securities, Bloomberg, Financial Modeling, Series 7, Financial Services, Valuation, Asset Management, Private Banking, Commercial Banking, Financial Planning

Education
Southern Methodist University   1989 — 1994
Bachelor of Science, Electrical Engineering

James Brendel James Brendel Greater Chicago Area Details
James Brendel's Northern Trust Experience 2004 - 2007
Job Product Manager, Portfolio Accounting & Management
Industry Financial Services
Experience
Morningstar  July 2013 - Present
Morningstar, Inc  January 2011 - July 2013
Morningstar, Inc.   July 2007 - January 2011
University of Illinois at Chicago  2006 - December 2008
Northern Trust Company  November 2006 - June 2007
Northern Trust   2004 - 2007
Northern Trust Bank  February 2005 - October 2006
U.S. Army   November 1996 - September 2004
Risetime  2004 - 2004
Risetime  2004 - 2004

Skills
Investments, Financial Planning, Forecasting, Business Analysis, Process Improvement, Financial Forecasting, Business Process Analyst, Agile Project Management, Lean Sigma, Strategic Financial..., Morningstar Direct, Six Sigma, Strategy, Financial Modeling, Business Development, Tax-advantaged..., Mutual Funds, Asset Management, Marketing Strategy, Asset Allocation, Product Management, Investment Management, Integration, Business Process, Financial Services, Team Management, Management, Banking, Portfolio Management, Risk Management, Relationship Management

Education
University of Illinois at Chicago   2005 — 2008
MBA

Southern Illinois University, Carbondale   1988 — 1992
B.S.

Richard Jurek Richard Jurek Greater Chicago Area Details
Richard Jurek's Northern Trust Experience February 2002 - February 2004
Job President, Inland Marketing & Communications, and coauthor, Marketing the Moon (MIT Press 2014)
Industry Marketing and Advertising
Experience
Inland Marketing & Communications, Inc   January 2008 - Present
Northern Trust Company  February 2004 - January 2008
Northern Trust   February 2002 - February 2004
Northern Trust   February 1998 - February 2002
CNA International   January 1996 - February 1998
Northern Trust   May 1993 - February 1996
SIU Press   May 1986 - May 1989

Skills
Marketing Strategy, Corporate Communications, Internal Communications, Marketing Communications, Media Relations, Investments, Crisis Communications, Leadership, Event Management, Management, Advertising, Nonprofits, Team Building, Corporate Branding, Integrated Marketing, Social Media, Brand Development, Budgets, Strategy, Contract Negotiation, Negotiation, Email Marketing, Social Media Marketing, Marketing, Public Relations, Real Estate

Education
Schiller International University   1991 — 1992
MIM, International Business

Southern Illinois University, Carbondale   1985 — 1991
BA, MA, English/Creative Writing/Advertising

Kristin Antalavits Kristin Antalavits Elkhart, Indiana Area Details
Kristin Antalavits's Northern Trust Experience June 1996 - September 1998
Job Executive Assistant
Industry Automotive
Experience
Federal-Mogul Holdings Corporation  July 2014 - Present
Stanz Foodservice, Inc.   January 2010 - July 2014
Martin Capital Management   January 2000 - October 2009
Northern Trust   June 1996 - September 1998
Northern Trust   June 1996 - September 1998
Christian Borthers Investment Services   August 1993 - May 1996
Investors Fiduciary Trust Comapny   May 1990 - July 1993

Skills
Customer Relations, Excel, Microsoft Office, Investments, Portfolio Management, Financial Reporting, Accounting, Financial Analysis, Microsoft Excel, Negotiation, Forecasting, Sales Operations, Purchasing

Education
Simpson College   1986 — 1990
Bachelor of Arts (B.A.), Accounting

West High School   1983 — 1986

Derek Swan, MBA Derek Swan, MBA Chicago, Illinois Details
Derek Swan, MBA's Northern Trust Experience September 2012 - Present
Job Principal Consultant at SBS Strategic Innovations, LLC
Industry Financial Services
Experience
SBS Strategic Innovations, LLC   November 2014 - Present
Northern Trust   September 2012 - Present
SS&C Technologies  April 2011 - September 2012
OceanAire Events, LLC   January 2008 - April 2009
Bank of America  2006 - 2008
Morgan Stanley  2004 - 2006

Skills
Bloomberg, Trading, Project Management, Microsoft Office, User Acceptance Testing, Settlement, Accounting System, Openlink, Automation, Energy Industry, Reuters 3000, P&L Analysis, Derivatives, Fixed Income, Hedge Funds, Equities, Electricity, Capital Markets, Options, Commodity, Portfolio Management, Risk Management, Finance

Education
Barney School of Business - University of Hartford   2009 — 2011
Master's Degree, Business Administration and Management, General

Skidmore College   2000 — 2004
B.S., Management and Business

Westminster   1996 — 2000
High School Diploma, General Studies

Andrea Lurry Andrea Lurry Greater Chicago Area Details
Andrea Lurry's Northern Trust Experience August 2011 - August 2013
Job Legal Administrative Support Assistant at Stahl Cowen Crowley Addis LLC
Industry Financial Services
Experience
Stahl Cowen Crowley Addis LLC  August 2013 - Present
Northern Trust   August 2011 - August 2013
Etrade Capital Markets  January 1994 - January 2010
G.V.R. COMPANY, LLC   January 1992 - January 1994

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, Photoshop, Windows, HTML, Securities, Lotus Notes, Bonds, Financial Analysis, Team Leadership, Project Management, Strategic Planning, Risk Management, Trading, Accounting, Management, Analysis, Banking, Equities, Sales, Leadership, Bloomberg, Data Analysis, Time Management, Options, Social Networking, Trading Systems, Bloomberg Terminal, Financial Services, Access, Finance, Process Improvement, Investments, Portfolio Management, Series 7

Education
South Suburban College South   2009 — 2010

Information Professionals   2004 — 2005
Real Estate

South Suburban College   1989 — 1991
Business Administration and Management, General

Percy L. Julian High School   1985 — 1989
Graduate, High School/Secondary Diplomas and Certificates

Heather Garland Heather Garland Los Angeles, California Details
Heather Garland's Northern Trust Experience January 2007 - Present
Job Trust Advisor, 2nd Vice President at Northern Trust Company
Industry Financial Services
Experience
Northern Trust   January 2007 - Present
Commerce Bank  2005 - 2007
The Onder Law Firm   2003 - 2005

Skills
Portfolio Management, Wealth Management, Investments, Securities, Mutual Funds, Personal Trust..., Trust Taxation, Personal Tax Planning, Strategic Planning, Asset Allocation, Banking, Management, Asset Management, Investment Advisory, Financial Analysis, Financial Services, Finance, Financial Planning

Education
Webster University   2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General

Saint Louis University   1999 — 2003
Bachelor of Arts (BA), Psychology

Craig Sucharda Craig Sucharda Greater Chicago Area Details
Craig Sucharda's Northern Trust Experience August 2012 - Present
Job Vice President | Valuations Investment Product Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust   August 2012 - Present
Pasta Primo Italian Bistro   December 2010 - April 2012
Northern Trust   June 2008 - November 2010
Mesirow Financial  July 2000 - December 2007
Morgan Stanley Smith Barney  April 1998 - July 2000
TD Ameritrade  1996 - 1998

Skills
Financial Services, Risk Management, Finance, Securities, Investments, Mutual Funds, Customer Service, Process Improvement, Pricing, Valuation, Analysis, Human Resources, Fixed Income, Recruiting, Leadership, Management, Budgets, Social Networking, Equity Valuation, Third Party Vendor..., Customer Satisfaction, Customer Experience, Online Research, ASC 820, Microsoft Office, Microsoft Excel, Microsoft Sway, PowerPoint, Data Migration, Workshop Facilitation, ADP Payroll, Social Media Marketing, Advertising, Training, Big Data, Contextual Analysis, US GAAP reporting, Fair Value, Asset Management, Equities, Bloomberg, Financial Analysis, Financial Markets, Hedge Funds, Banking, Derivatives, Financial Risk, Alternative Investments, Business Analysis, Capital Markets

Education
Southern Illinois University, Carbondale   1987 — 1991
Communications

Steven Brodeur Steven Brodeur Fort Lauderdale, Florida Details
Steven Brodeur's Northern Trust Experience June 2008 - April 2009
Job CoFounder, Managing Partner at Infinity Capital Partners
Industry Financial Services
Experience
Infinity Capital Partners   January 2011 - Present
The Currency Strategies Fund   April 2009 - December 2010
Northern Trust   June 2008 - April 2009
XShares Securities LLC   November 2006 - June 2008
Rydex Investments  March 2004 - December 2005
John Hancock Life Insurance Company (U.S.A.)   March 2000 - September 2003
Fidelity Investments  March 1998 - March 2000

Skills
Mutual Funds, Custody, ETFs, Start-up Environments, Alternative Investments, Investment Strategies, Currency, New Business Development, Territory Planning, Building Relationships, Model Portfolios, Entrepreneurial Skills, Entrepreneurial..., Budget Management, Key Account Management, Registered Investment..., Consultative Selling, Closed-end Funds, Series 24, Series 7, Series 63, Series 65, Separately Managed..., Private Placements, Sales Operations, Asset Allocation, Asset Management, Budgets

Education
Saint Anselm College   1989 — 1993
B.A., Financial Economics

Saint Anselm College   1989 — 1993
Bachelor of Arts (B.A.), Financial Economics

Campbell Reynolds Campbell Reynolds Las Vegas, Nevada Details
Campbell Reynolds's Northern Trust Experience December 2004 - December 2014
Job Managing Director & Principal at The Sutherland Group of Companies, Inc.
Industry Financial Services
Experience
The Sutherland Group of Companies, Inc.   December 2014 - Present
Northern Trust   December 2004 - December 2014
Attorney  2001 - 2004
Citi  1997 - 2000
BMO Harris Bank  1994 - 1997
Benjamin Moore & Co.   1992 - 1994

Skills
Credit, Wealth Management, Banking, Finance, Commercial Banking, Private Banking, Loans, Investments, Mortgage Lending, High Net Worth..., Financial Modeling, Strategic Financial..., New Business Development, Investment Advisory, Commercial Lending, Financial Planning, Credit Risk, Due Diligence, Strategic Planning, Financial Analysis, Negotiation, Sales, Leadership, Management, Executive Management, Marketing Strategy

Education
The John Marshall Law School   1997 — 2001
Juris Doctor (J.D.), Focused on real estate law; governmental and administrative law; and casino and gaming law.

Southern Illinois University, Carbondale   1986 — 1990
Bachelor of Science (B.S.), Finance, General

Antelma Velazquez Antelma Velazquez Chicago, Illinois Details
Antelma Velazquez's Northern Trust Experience September 2012 - July 2014
Job Senior Analyst, Financial Reporting at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation  August 2014 - Present
Northern Trust   September 2012 - July 2014
Chase  August 2011 - September 2012
Chase  November 2009 - August 2011

Skills
Financial Analysis, Cash Management, Retail Banking, Analysis, Managerial Finance, Internal Audit, Auditing, Financial Reporting, Accounting, Financial Services, Portfolio Management, Investments, PowerPoint, Microsoft Excel, Microsoft Office

Education
Saint Xavier University   2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting

Mary Dmyterko Mary Dmyterko Greater Chicago Area Details
Mary Dmyterko's Northern Trust Experience October 2008 - March 2015
Job Manager, Client Support Services Team at Northern Trust Corporation
Industry Investment Management
Experience
Northern Trust Corporation  April 2015 - Present
Northern Trust   October 2008 - March 2015
Northern Trust   April 2006 - October 2008

Skills
Wealth Management..., Leadership, Wealth Management, Relationship Management, Investments, High Net Worth..., Wealth, Finance, Trust Services, Investment Management, Client Services, Team Management

Education
Southern Illinois University, Carbondale   1996 — 2000
Bachelor of Science, University Studies

Rachael Bell, MBA Rachael Bell, MBA Greater Chicago Area Details
Rachael Bell, MBA's Northern Trust Experience June 2010 - Present
Job Sr. Analyst at Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation  July 2014 - Present
Northern Trust   June 2010 - Present
Bank of America  January 2008 - March 2009
LaSalle Bank  June 2006 - April 2007

Skills
Banking, Mutual Funds, Investments, Bloomberg, Wealth Management, Securities, Microsoft Excel, Account Reconciliation, Valuation

Education
Saint Xavier University   2009 — 2011
MBA, Financial Fraud Examination and Management

Western Illinois University   2001 — 2006
Bachelor of Business, Management

Sondra Dawson Sondra Dawson Houston, Texas Details
Sondra Dawson's Northern Trust Experience October 2006 - November 2008
Job Financial Reporting
Industry Accounting
Experience
Harris County  December 2014 - Present
Regions Financial Corporation  July 2012 - December 2014
Cargill  May 2011 - April 2012
SUPERVALU  December 2008 - May 2011
Northern Trust   October 2006 - November 2008
JPMorgan Chase  June 2000 - October 2006

Skills
PeopleSoft, Financial Reporting, Accounting, Auditing, Account Reconciliation, GAAP, Microsoft Excel, Journal Entries, Financial Statements, Variance Analysis, Pivot Tables, Process Improvement, Budgets, Inventory Management, Access, General Ledger, Leadership, Data Analysis, Analysis

Education
Roosevelt University   2006 — 2008
MBA, Accounting

University of Illinois at Urbana-Champaign   1996 — 2000
BS, Finance

Josephine Ha Josephine Ha San Francisco Bay Area Details
Josephine Ha's Northern Trust Experience December 2010 - March 2014
Job Senior Vice President, Senior Portfolio Manager at Northern Trust
Industry Investment Management
Experience
Northern Trust Corporation  March 2014 - Present
Northern Trust   December 2010 - March 2014
Waterline Partners   January 2007 - November 2010
Waterline Partners   September 2005 - January 2007
PricewaterhouseCoopers  2003 - 2005

Skills
Chartered Financial..., Certified Private..., Certified Public..., Alternative Investments, Investments, Portfolio Management, High Net Worth..., CPA, Wealth Management..., Financial Analysis, Internal Controls, Asset Allocation, Hedge Funds, Asset Management, Investment Strategies

Education
CFA Institute

Seattle University
Bachelor of Arts (B.A.), Accounting

Nathan Bullock Nathan Bullock Greater New York City Area Details
Nathan Bullock's Northern Trust Experience June 2009 - January 2010
Job Analyst Investment Banking at Seidman & Company
Industry Investment Banking
Experience
Seidman & Company   June 2010 - Present
Northern Trust   June 2009 - January 2010
Chicago Investment Group  November 2007 - August 2008

Education
Roosevelt University   2007 — 2009
BSBA, Finance

Amy Robertson Amy Robertson Greater Chicago Area Details
Amy Robertson's Northern Trust Experience July 2012 - Present
Job Sr. Consultant, Investor Relations at Northern Trust Hedge Fund Services
Industry Financial Services
Experience
Northern Trust Corporation  March 2014 - Present
Northern Trust   July 2012 - Present
Northern Trust Corporation  January 2012 - March 2012
IBM  June 2011 - September 2011

Skills
Excel, Windows XP Professional, Word, Dreamweaver, Mac, CRM software, Lotus Notes, Access, PowerPoint, Sales Support, International Business, RFP, Adobe Photoshop, Social Media Marketing, White Papers, Event Planning, Customer Service, Microsoft Word, Hedge Fund Services, Microsoft Excel, CRM, Data Analysis, Finance, Financial Analysis, Financial Modeling, Hedge Funds, Leadership, Management, Market Research, Mutual Funds, Outlook, Sales Operations, Salesforce.com, Windows XP, Team Leadership, Social Networking, Photoshop, Spanish

Education
Santa Clara University - Leavey School of Business   2008 — 2012
Bachelor of Science in Commerce, Finance, International Business

Hong Kong International School   2004 — 2008
HS Diploma

Matthew Steiger, LUTCF, FSS Matthew Steiger, LUTCF, FSS Los Angeles, California Details
Matthew Steiger, LUTCF, FSS's Northern Trust Experience July 2010 - March 2013
Job Moderator at The American College of Financial Services
Industry Financial Services
Experience
The American College of Financial Services  August 2015 - Present
Convergent Wealth Advisors  October 2014 - Present
Northern Trust   July 2010 - March 2013
BNY Mellon Wealth Management  December 2007 - July 2010
California National Bank  June 2004 - December 2007
Bank of America  August 2002 - June 2004
Morgan Stanley  November 1999 - April 2002
Valorinform – Thomson Financial Securities Management   April 1999 - November 1999
Valorinform – Thomson Financial Securities Management   October 1997 - April 1999
Muller Data Corp – Thomson Financial Securities Management   June 1996 - October 1997

Skills
Portfolio Management, Investments, Asset Allocation, Financial Services, Wealth Management, High Net Worth..., Wealth Management..., Investment Management, Fixed Income, Asset Management, Securities, Mutual Funds, Banking, Retirement Planning, Investment Advisory, Credit, Private Banking, Alternative Investments, Equities, Trust Services, Charities, Manage Client..., Asset Managment, Hedge Funds, Microsoft Excel, VIP Services, Microsoft Word, PowerPoint, Non-profit Board..., Board of Director..., Donor Management, Donor Recognition, Donor Development, Donor Solicitation, Donor Engagement, Non-profit Volunteer, Volunteer Recruiting, Lines Of Credit, Mortgage Lending, Mortgage Banking, Residential Mortgages, Private Equity, Private Placements, Wealth Accumulation, Wealth Preservation..., Multi-generational..., Intergenerational..., Budgets, Budget Setting, Series 65

Education
University of Bridgeport   2014 — 2015
Master of Business Administration (MBA), Management, 3.933

The American College   2013 — 2014
Designation, Life Underwriter Training Council Fellow (LUTCF)

The American College   2013 — 2014
Designation, Financial Services Specialist (FSS)

University of California, Los Angeles
Certificate, Personal Financial Planning

University of Bridgeport   1988 — 1991
BS, International Business, 3.25

Saint Louis University   1989 — 1989
Program in Madrid, Spain

Elina Moa Elina Moa Chicago, Illinois Details
Elina Moa's Northern Trust Experience May 2006 - December 2007
Job Account Manager at Northern Trust
Industry Investment Management
Experience
Northern Trust Wealth Management  January 2014 - Present
Northern Trust Asset Management  December 2007 - December 2013
Northern Trust   May 2006 - December 2007
BNY Mellon  June 2004 - March 2006

Skills
Bloomberg, Fixed Income, Equities, Global Custody, Corporate Actions, Operations Management, Staff Development, Staff Management, Account Reconciliation, Superior Client Service

Education
Smith College   1999 — 2003
B.A., Economics

Justin A. Duke, CFA Justin A. Duke, CFA Dallas/Fort Worth Area Details
Justin A. Duke, CFA's Northern Trust Experience September 1998 - August 2003
Job Senior Portfolio Manager at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management  July 2015 - Present
Regions Financial Corporation - Wealth Management Department   June 2005 - June 2015
Bank of America  September 2003 - May 2005
Northern Trust   September 1998 - August 2003

Skills
Asset Management, Portfolio Management, Alternative Investments, Hedge Funds, Equities, Investments, Business Development, Asset Allocation, Wealth Management, Investment Management, Mutual Funds, Wealth Management..., High Net Worth..., Capital Markets, Finance

Education
San Diego State University-California State University   1994 — 1998
BS, Finance, General

Mary Komorowski Mary Komorowski Greater New York City Area Details
Mary Komorowski's Northern Trust Experience 2010 - Present
Job Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust   2010 - Present
U.S. Trust   2005 - 2010
Kemmerer Resources Corp.   2000 - 2004
Kohlberg Kravis Roberts & Co.   1993 - 2000
Deloitte & Touche  1985 - 1993

Skills
Wealth Management, Asset Managment, High Net Worth..., Asset Management

Education
Saint Peter's University   1984 — 1988

HFA

OLMC, HFA

OLMC, HFA

William Dominguez William Dominguez Greater Chicago Area Details
William Dominguez's Northern Trust Experience April 2012 - Present
Job Senior Java Developer at Northern Trust
Industry Information Technology and Services
Experience
Northern Trust   April 2012 - Present
Walgreens  2004 - 2012
WeServ Systems International, Inc.   1996 - 2004

Skills
Java, Java Enterprise Edition, Spring, Agile Methodologies, SDLC, SQL, Software Development, Oracle, XML, Hibernate, Microsoft SQL Server, PL/SQL, Requirements Analysis, JavaScript, Struts, Tomcat, Unix, SOA, Web Services, JDBC

Education
Saint Louis University (PH)
Bachelor of Science (BS), Computer Science

Russell Tackett Russell Tackett Dallas/Fort Worth Area Details
Russell Tackett's Northern Trust Experience June 1991 - June 1992
Job Managing Partner at JNL, LLC
Industry Banking
Experience
JNL, LLC   October 2011 - Present
Tatum LLC  October 2009 - October 2011
Signature Bank Dallas   May 2000 - October 2005
Inwood National Bank  August 1995 - May 2000
Grayson County State Bank   June 1992 - August 1995
Northern Trust   June 1991 - June 1992
Compass Bank  June 1988 - June 1991
Parkway Bank & Trust   May 1984 - June 1988
Town North Bank  January 1981 - May 1984
First United Bancorporation   January 1974 - January 1981

Skills
Risk Management, Financial Reporting, Accounting, Budgeting, Credit, Strategic Planning, Commercial Banking, Banking, Mergers, Due Diligence, Financial Analysis, Mergers & Acquisitions, Budgets, Executive Management, Investments, Corporate Finance, Portfolio Management, Loans, Finance, Management, Strategic Financial..., Cash Management, Commercial Lending, Process Improvement, Treasury Management, Credit Analysis, Financial Risk, Restructuring, Financial Modeling, Asset Management, Financial Services, Managerial Finance

Education
Southern Methodist University   1978 — 1980
Banking, General Banking

Texas Christian University - M.J. Neeley School of Business   1969 — 1974
BBA, Accounting & Economics

Grandview High School

Umer Ahmad, MBA Umer Ahmad, MBA Greater Chicago Area Details
Umer Ahmad, MBA's Northern Trust Experience September 2013 - Present
Job Trading and Risk Systems Professional
Industry Capital Markets
Experience
Northern Trust   September 2013 - Present
Chicago Mercantile Exchange  January 2011 - March 2013
Intercontinental Exchange  July 2010 - December 2010
QRM  November 2007 - May 2010
Bank of America  2002 - 2007
Merrill Lynch  2000 - 2001

Skills
Business Analysis, Financial Risk, Derivatives, Trading Systems, Middle Office, Interest Rate..., Market Data, Capital Markets, Options, Trading, Risk Management, Fixed Income, Electronic Trading, Market Risk, Credit Derivatives, Financial Markets, Banking, Equity Derivatives, Quantitative Finance, Equities, Swaps, VAR, Unix, CDS, Requirements Analysis, Valuation, Settlement, Liquidity Risk, Interest Rate Swaps, Stress Testing, ALM, Time Series Analysis, Databases, Bloomberg, Rates, Financial Analysis, SDLC, Financial Modeling

Education
The University of Chicago - Booth School of Business   2008 — 2011
MBA, Finance, Statistics, Econometrics

Rutgers, The State University of New Jersey-New Brunswick   1996 — 2000
BS, Computer Science

Sabrina Ethridge Sabrina Ethridge Greater Chicago Area Details
Sabrina Ethridge's Northern Trust Experience October 2007 - September 2013
Job Applications Consultant (ServiceNow)
Industry Information Technology and Services
Experience
Fruition Partners  September 2013 - Present
Northern Trust   October 2007 - September 2013
The Judge Group  June 2006 - October 2007
Hewitt Associates  June 2001 - May 2006
Hewitt Associates  October 1999 - June 2001
Temple Inland  1999 - 1999

Skills
BMC Remedy, ITIL, IT Service Management, Service-Now, Incident Management, SDLC, SQL, Requirements Analysis, Change Management, JavaScript, Crystal Reports, Project Management, Access, Vendor Management, Software Project..., Testing, Databases, Process Improvement, IT Management, Software Development, Quality Assurance, Data Migration, Visio, Software Documentation

Education
Southern Illinois University, Carbondale   1994 — 1999
BS

Brian Alston Brian Alston Greater Chicago Area Details
Brian Alston's Northern Trust Experience September 2013 - January 2014
Job Mobility/End User Support at Integrys Energy Group
Industry Information Technology and Services
Experience
Integrys Energy Group  January 2015 - Present
Xclusive Catering   January 2008 - Present
IT Independent Consultant  December 1992 - Present
Sentinel Technologies  January 2014 - November 2014
Northern Trust   September 2013 - January 2014
Morgan Stanley  August 2012 - June 2013
Platform Learning  September 2008 - October 2009
Habor Capital Advisor, Inc   June 2007 - March 2008
McGuireWoods  January 2006 - March 2007
GENERAL SERVICES ADMINISTRATION (GSA)   February 2006 - May 2006

Skills
Windows 7, Windows, Avaya PBX, Remedy, PBX, TCP/IP, Telecommunications, Ghosting, WiFi, Wireless Networking, Active Directory, RIM, MS Office Suite, Polycom, Outlook, VNC, PDA, Definity, Windows XP Professional, Compaq, IBM, Sony, Avaya, Blackberry, XP, Microsoft Office, BMC Remedy, Servers, Troubleshooting, Networking, Windows Server, Technical Support, Laptops, Switches, Help Desk Support, Cisco Technologies, Windows XP

Education
Frankfurt, Germany   2001 — 2001
Certificate for a/c/e Support Specialist, ITS, A

Southern Illinois University, Carbondale   1984 — 1989
BS, Administration Of Justice

David Cifonelli David Cifonelli Greater Chicago Area Details
David Cifonelli's Northern Trust Experience 2005 - 2007
Job Vice President at Kramer Van Kirk Credit Strategies LP
Industry Banking
Experience
Kramer Van Kirk Credit Strategies LP   March 2012 - Present
Neuberger Berman  May 2010 - May 2012
Bank of America  May 2009 - May 2010
LaSalle Global Trust Services  June 2007 - May 2009
Northern Trust   2005 - 2007

Skills
Fixed Income, Equities, Financial Analysis, Mutual Funds, Derivatives, Bloomberg, Securities, Financial Modeling, Valuation, Portfolio Management, Capital Markets, Investments, Banking, Asset Management, Investment Banking, Hedge Funds

Education
Skidmore College   2001 — 2005
Bachelor, Business Management, and Political Science

Robin Jordan Robin Jordan Greater Chicago Area Details
Robin Jordan's Northern Trust Experience April 2000 - August 2007
Job Director Deutsche Asset and Wealth Mgmt
Industry Financial Services
Experience
Deutsche Asset Management  September 2007 - Present
Northern Trust   April 2000 - August 2007
Van Kampen Investments  September 1987 - April 2000

Skills
Marketing, Budgets, Asset Management, Mutual Funds, Strategic Planning, Relationship Management, Marketing Strategy, Marketing Communications, Vendor Management, Business Development, Direct Marketing, Hedge Funds, Management, Alternative Investments, Change Management, Account Management, New Business Development, Salesforce.com, Process Improvement, Online Marketing

Education
Southern Illinois University, Carbondale   1983 — 1987
BA, Political Science

Lee Anderson, CFA Lee Anderson, CFA Phoenix, Arizona Area Details
Lee Anderson, CFA's Northern Trust Experience February 2006 - January 2012
Job Vice President Senior Portfolio Manager at US Bank Private Client Reserve
Industry Investment Management
Experience
US Bank Private Client Reserve  January 2012 - Present
Northern Trust   February 2006 - January 2012
FNB Colorado/Tributary Capital Management   2003 - 2005
Merrill Lynch Investment Management (MLIM)   January 1998 - February 2003
Fidelity Investments  December 1991 - July 1997

Education
Southern Methodist University - Cox School of Business   1993 — 1997
MBA

Texas A&M University   1986 — 1989
BS, Political Science

Jeff Yoakum Jeff Yoakum Palo Alto, California Details
Jeff Yoakum's Northern Trust Experience 2000 - 2005
Job Managing Director at Pacific Wealth Advisors, LLC
Industry Financial Services
Experience
Pacific Wealth Advisors, LLC   September 2013 - Present
Abunda Financial   September 2012 - November 2013
Wealth Advisory Group  2007 - August 2012
Mellon Private Wealth Management  2005 - 2006
Northern Trust   2000 - 2005

Skills
Investments, Retirement, Holistic Financial..., Estate Planning, Wealth Management, Investment Advisory, Strategic Financial..., Retirement Planning, Investment Strategies, Asset Allocation, Mutual Funds, High Net Worth..., Wealth Management..., Portfolio Management

Education
San Francisco State University
Baccalaureate, Business

Michael Hoard Michael Hoard Greater Chicago Area Details
Michael Hoard's Northern Trust Experience December 2009 - January 2011
Job Experienced Attorney
Industry Law Practice
Experience
The Hoard Law Group, Ltd.   February 2011 - Present
Northern Trust   December 2009 - January 2011
The Northern Trust  May 2008 - December 2009
Hoard & Mosquera, Ltd.   May 2006 - April 2008

Skills
Due Diligence, Financial Services, Investments, Private Investigations, Legal Research, Estate Planning, AML, Real Estate, Corporate Law, Alternative Investments, Courts, Legal Writing, Litigation

Education
Southern Illinois University School of Law   1996 — 1999
Doctor of Law (JD), Law

Truman State University   1992 — 1996
B.A., English

Jill Mack Jill Mack Greater Chicago Area Details
Jill Mack's Northern Trust Experience May 2011 - Present
Job Global Training Team Leader and Strategic Rollouts Manager at Northern Trust
Industry Education Management
Experience
Northern Trust   May 2011 - Present
Northern Trust Bank  June 2008 - July 2011
Moraine Valley Community College  January 1997 - May 2008
Accenture  1989 - 1996

Skills
HTML, Instructional Design, Instructor-led Training, Training Delivery, Blended Learning, Learning Management, Change Management, Coaching, Process Improvement, Business Analysis, Program Management, E-Learning, Visio, Project Management, Leadership Development, Staff Development, Training, Performance Management, Consulting, Strategic Planning

Education
University of Illinois at Urbana-Champaign   1987 — 1989
MBA, Marketing & Instructional Design

Rutgers University-New Brunswick   1983 — 1987
BA, Biochemistry & Economics

Nikki Hudson Nikki Hudson Greater Chicago Area Details
Nikki Hudson's Northern Trust Experience May 2005 - October 2013
Job Researcher/Subscription Document Specialist at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation  November 2013 - Present
Northern Trust   May 2005 - October 2013
Northern Trust   April 2001 - May 2005

Skills
Financial Services, Wealth Management, Marketing, Corporate Events, Alternative Investments, Onboarding, Asset Allocation, Mutual Funds, Social Media Marketing, Private Equity, Securities, Wealth Management...

Education
Southern Illinois University School of Law   1992 — 1995
J.D.

Bethel University   1988 — 1992
B.A., Political Science

Paavan Pillala Paavan Pillala Mount Prospect, Illinois Details
Paavan Pillala's Northern Trust Experience October 2012 - February 2013
Job Business Analyst @ BMO Global Asset Management
Industry Financial Services
Experience
BMO Financial Group  April 2014 - Present
Blue Cross and Blue Shield of Illinois, New Mexico, Oklahoma & Texas   February 2013 - April 2014
Northern Trust   October 2012 - February 2013
BMO Harris Bank  March 2012 - September 2012
JPMorgan Chase  April 2011 - March 2012
TD  October 2010 - April 2011
JPMorgan Chase  December 2008 - October 2010
Xerox  August 2007 - October 2008

Skills
Requirements Gathering, SDLC, Visio, Requirements Analysis, User Acceptance Testing, Agile Methodologies, Business Requirements, SharePoint, Business Intelligence, Software Documentation, Testing, Integration, Test Planning, Business Process, Databases, Process Improvement

Education
Saint Joseph's University   2004 — 2006
Master's degree, Accounting and Finance

Tara Hawkins Tara Hawkins Greater Chicago Area Details
Tara Hawkins's Northern Trust Experience March 1999 - March 2002
Job Coordinator at Roosevelt University
Industry Education Management
Experience
Roosevelt University  March 2002 - Present
Chicagoland Chapter, ASTD   2003 - 2010
Northern Trust   March 1999 - March 2002
WCBR- The Bear Radio   1989 - 1991

Skills
Instructional Design, Training Delivery

Education
Roosevelt University   2002 — 2008

Frank Guardado Frank Guardado San Francisco Bay Area Details
Frank Guardado's Northern Trust Experience November 2009 - Present
Job Account Manager
Industry Banking
Experience
Northern Trust   November 2009 - Present
Wells Fargo Bank  January 2008 - November 2009
Wells Fargo Bank  January 2008 - November 2009
Balboa Capital  October 2006 - January 2008

Skills
Loans, Management, Credit, Portfolio Management, Sales, Financial Analysis, Banking, Finance, Risk Management, Customer Service, Financial Services, Commercial Banking, Cash Management, Investments, Relationship Management

Education
San Jose State University   2001 — 2006

Gerard Touhey Gerard Touhey Greater New York City Area Details
Gerard Touhey's Northern Trust Experience July 2004 - December 2005
Job Founder and President at Richmond Advisors. LLC
Industry Financial Services
Experience
Richmond Advisors, LLC   March 2013 - Present
Janus  March 2005 - March 2013
Northern Trust   July 2004 - December 2005
Saloman Brothes Asset Management   January 2000 - July 2004
RunMoney.com   July 2000 - January 2001
Prudential Securities  December 1995 - July 2000
New York Life/MainStay Funds   June 1991 - December 1995

Skills
Series 7, Investments, Asset Allocation, Alternative Investments, Mutual Funds

Education
Seton Hall   1987 — 1991
Bachelor's Degree, Economics

Joi Brown MBA Joi Brown MBA Greater Chicago Area Details
Joi Brown MBA's Northern Trust Experience November 2012 - April 2013
Job Grant Thornton
Industry Financial Services
Experience
Grant Thornton LLP  December 2014 - Present
Heidrick & Struggles  June 2013 - November 2014
Northern Trust   November 2012 - April 2013
University of Chicago  April 2012 - October 2012
Illinois Service Federal   September 2010 - April 2012
Chicago State University  August 2009 - May 2010
Spherion/Hewitt Associates   September 2008 - January 2009
Maxim Staffing Solutions  May 2007 - August 2007
Colorado Technical University  May 2006 - December 2006
Empire Today  March 2004 - August 2005

Skills
Talent Acquisition, Recruiting, Talent Management, Onboarding, Employee Relations, Applicant Tracking..., Technical Recruiting, HRIS, Human Resources, HR Consulting, Screening, Performance Management, MS Excel, : CBoard, PeopleSoft

Education
Saint Xavier University   2012 — 2014
Master of Business Administration (M.B.A.), Finance, General

Trinity Christian College   2003 — 2007
Bachelor's degree, Business Administration

Joseph Alkaraki, MBA Joseph Alkaraki, MBA Greater Chicago Area Details
Joseph Alkaraki, MBA's Northern Trust Experience August 2011 - March 2013
Job Shareholder Services Manager at Harbor Capital Advisors
Industry Capital Markets
Experience
Harbor Capital Advisors  April 2013 - Present
Northern Trust   August 2011 - March 2013
Avatar Securities/Great Point Capital   November 2007 - August 2011
Walgreens  May 2005 - August 2005

Skills
Equities, Financial Analysis, Financial Markets, Derivatives, Portfolio Management, Options, Equity Trading, Risk Management, Mutual Funds, Capital Markets, Securities, FINRA, Electronic Trading, Trading Strategies, Proprietary Trading, Trading, Series 63, Series 6, Series 26

Education
Southern Illinois University, Carbondale   2006 — 2007
MBA

Southern Illinois University, Carbondale   2002 — 2006
Bachelor's, Marketing

Oak Park River Forest High School   1998 — 2002

Ivy, Justin Ivy, Justin Houston, Texas Area Details
Ivy, Justin's Northern Trust Experience October 2013 - April 2015
Job Management Consultant at Accenture
Industry Management Consulting
Experience
Accenture  April 2015 - Present
Northern Trust   October 2013 - April 2015
Deloitte  October 2011 - October 2012
Edward Jones  August 2010 - October 2011
Deloitte  June 2007 - July 2010

Skills
IT Audit, Internal Controls, Internal Audit, Sarbanes-Oxley Act, Accounting, Financial Reporting, Auditing, Enterprise Risk..., Business Analysis

Education
Southern Illinois University, Carbondale   2003 — 2007
Bachelor of Science, Accounting and Management Information System

Hong Jia Hong Jia San Francisco Bay Area Details
Hong Jia's Northern Trust Experience 2001 - 2001
Job Tax at Intuitive Surgical
Industry Computer Hardware
Experience
InvenSense, Inc.   April 2013 - Present
Intuitive Surgical  May 2011 - March 2012
Data Domain/EMC Company   2008 - 2011
Integrated Device Technology  2006 - 2007
Ernst & Young  2006 - 2007
IBM/Micromuse   2001 - 2006
Northern Trust   2001 - 2001
Picker & Associates LLC   2000 - 2001
Deloitte & Touche Tax Technologies  1999 - 2000

Skills
Subpart F, FIN 48, Financial Reporting, Tax Accounting, UK Corporation Tax, Sarbanes-Oxley Act, SEC filings, Corporate Tax, Tax, Due Diligence, Tax Research, Tax Preparation, Tax Consolidation, SAP, International..., Finance, US GAAP, Fixed Assets, International Tax, Tax Advisory, FAS 5, Tax Returns, FAS109, QuickBooks, TaxStream, US Tax, Accounting

Education
Southern Illinois University, Carbondale   1997 — 1999
MS, Accounting /Taxation

Marques Rivera Marques Rivera Greater Chicago Area Details
Marques Rivera's Northern Trust Experience October 2012 - Present
Job Vice President Client Valuation Reporting at Northern Trust Corporation
Industry Banking
Experience
Northern Trust Corporation  May 2013 - Present
Northern Trust   October 2012 - Present
Northern Trust   October 2010 - September 2012
Northern Trust   May 2009 - October 2010
Northern Trust   December 2007 - May 2009

Skills
Fund Accounting, Equities, Accounting, Derivatives, Fixed Income, Financial Analysis, Financial Reporting, Bloomberg, Investments, Financial Services, Securities, Asset Management, Portfolio Management, Finance, Banking, Mutual Funds, Risk Management, Alternative Investments, Financial Modeling, Management, Hedge Funds, Valuation

Education
Slippery Rock University of Pennsylvania   2001 — 2005
Bachelor of Applied Science (BASc), Economics

Lynn Orlebeke Lynn Orlebeke Greater Chicago Area Details
Lynn Orlebeke's Northern Trust Experience 1990 - 1993
Job Financial Services Sales/Management
Industry Financial Services
Experience
Gerson Lehrman Group - Sales   April 2003 - February 2014
William Blair and Company  1998 - 2003
Prudential Securities  1993 - 1998
Northern Trust   1990 - 1993
Drexel Burnham Lambert  1983 - 1990

Education
Southern Illinois University, Carbondale
Bachelor of Science (BS), Finance and Accounting

Antoinette Boyd Antoinette Boyd Greater Chicago Area Details
Antoinette Boyd's Northern Trust Experience January 1994 - January 1997
Job Compliance Analyst
Industry Financial Services
Experience
JP MORGAN CHASE & CO  January 2008 - Present
JP Morgan Securities  January 2000 - January 2003
Bear Stearns and Co. Inc   January 1997 - January 2000
Northern Trust   January 1994 - January 1997
NORTHERN TRUST COMPANY  January 1986 - January 1997

Skills
@Risk, FINRA, Series 63, Series 7, Securities, Series 6, Mutual Funds, Equities, Operational Risk, Fixed Income, Operational Risk..., Settlement, Hedge Funds, Financial Risk, Financial Services, Derivatives, Banking, Bloomberg, Loans, Credit

Education
Olive-Harvey College

South Suburban College

The Union Institute
degree, Industrial Organizational Psychology

Richard Gamen Richard Gamen Greater Chicago Area Details
Richard Gamen's Northern Trust Experience July 2009 - Present
Job Second Vice President, Payroll Consultant at Northern Trust
Industry Human Resources
Experience
Northern Trust   July 2009 - Present
Bank of America / LaSalle Bank  January 2008 - September 2008
LaSalle Bank / ABN AMRO  January 1995 - December 2007
LaSalle Bank / ABN AMRO  June 1989 - December 1994
Talman Home Savings & Loan / LaSalle Bank   May 1986 - May 1989

Skills
PeopleSoft, Sarbanes-Oxley Act, Banking, Accounting, Process Improvement, General Ledger, Account Reconciliation, Mergers, HRIS, Payroll, Employee Relations, Payroll Taxes, Deferred Compensation

Education
Richard J. Daley College   1986 — 1989
Accounting

Saint Xavier University   1984 — 1986
Accounting

Jordan Dekhayser, CFA Jordan Dekhayser, CFA Chicago, Illinois Details
Jordan Dekhayser, CFA's Northern Trust Experience April 2008 - Present
Job Vice President, Portfolio Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust   April 2008 - Present
Deutsche Bank  August 2003 - March 2008

Skills
Equities, Portfolio Management, Bloomberg, Asset Allocation, Alternative Investments, Asset Management, Mutual Funds, Investments, Investment Strategies, Derivatives, Investment Management, Securities, Capital Markets, Equity Derivatives, Emerging Markets, Institutional..., ETFs

Education
Rutgers University-New Brunswick   1999 — 2003
Bachelor of Science, Finance

Daryl McGregor Robicsek Daryl McGregor Robicsek Boston, Massachusetts Details
Daryl McGregor Robicsek's Northern Trust Experience March 2009 - September 2012
Job Senior Private Banker, Wealth Management New England at Northern Trust Company
Industry Financial Services
Experience
Northern Trust Company  October 2012 - Present
Northern Trust   March 2009 - September 2012
The Northern Trust Company  March 2004 - August 2011

Skills
Wealth Management, Asset Management, Portfolio Management, Investments, Mutual Funds, Risk Management, Banking, Equities

Education
University of Michigan Business School   1979 — 1981
MBA, Finance

Smith College   1975 — 1979
BA, Biology

Haverhill High School   1971 — 1975

Mary Boehler Mary Boehler Greater Chicago Area Details
Mary Boehler's Northern Trust Experience 1994 - 2009
Job Family Business Consultant
Industry Banking
Experience
Boehler   June 2009 - Present
Northern Trust   1994 - 2009
Northern Trust   1987 - 2009

Skills
Wealth Management, Business Strategy, Alternative Investments, Asset Allocation, Asset Managment, Investments, Investment Management

Education
The University of Chicago   1981 — 1985
MBA, Finance

Saint Mary's College   1963 — 1967
B.A, English

Jason Zhao Jason Zhao Greater Chicago Area Details
Jason Zhao's Northern Trust Experience April 2010 - July 2011
Job Model Validation Leader at BMO
Industry Financial Services
Experience
BMO  July 2015 - Present
Wintrust Financial  March 2014 - July 2015
HSBC  March 2011 - February 2014
Northern Trust   April 2010 - July 2011
M&T Bank  May 2009 - April 2010
QRM  January 2007 - March 2009
Loop Capital Markets  June 2006 - December 2006

Skills
Fixed Income, Financial Modeling, Risk Management, Financial Risk, Basel II, Financial Analysis, Portfolio Management, Derivatives, Investments, Finance, Credit Risk, Valuation, Stress Testing

Education
The University of Chicago Booth School of Business   2004 — 2007
MBA, Finance

Southern Illinois University, Carbondale   1997 — 1999
MS, Mechanical Engineering

University of Science and Technology Beijing
BS, ME/EE

Joan Barkan Joan Barkan San Francisco Bay Area Details
Joan Barkan's Northern Trust Experience January 1995 - Present
Job Personal Trust Administrator and Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust   January 1995 - Present
Northern Trust   1995 - 2010
Northern Trust   1995 - 2010

Skills
Wealth Management, Investments, Asset Management, Portfolio Management, Equities, Mutual Funds, Fixed Income, Financial Services, Banking

Education
Skidmore College   1968 — 1972
B.A., Political Science

Sheila Townsend Sheila Townsend Greater Chicago Area Details
Sheila Townsend's Northern Trust Experience October 1996 - May 1997
Job Accounting/Finance
Industry Accounting
Experience
OFFICE OF EXECUTIVE INSPECTOR GENERAL  July 2013 - Present
Center for Applied Pyschology & Forensic Studies   December 2011 - June 2013
Ace Hardware  September 2012 - December 2012
Ace Hardware  March 2009 - September 2011
First Industrial Realty Trust  March 1999 - August 2008
Waste Management, Inc.   June 1997 - December 1998
Northern Trust   October 1996 - May 1997
Oak-Leyden Developmental Services, Inc.   November 1995 - September 1996
Encyclopaedia Britannica  April 1993 - October 1995

Skills
Financial Analysis, Financial Accounting, Accounts Payable, General Ledger, Financial Reporting, Accounting, Account Reconciliation, Analysis, Accounts Receivable

Education
Roosevelt University   1990 — 1993
Bachelor of Science (B.S.), Finance

Harold Washington College
Advanced Certificate, Banking and Finance

Harold Washington College
Associate's degree

Rick Romeli Rick Romeli Greater Chicago Area Details
Rick Romeli's Northern Trust Experience September 2007 - Present
Job Technical Coordinator at Northern Trust
Industry Financial Services
Experience
Northern Trust   September 2007 - Present
Saint Xavier University  June 2005 - Present
Wells Fargo Financial  July 2006 - June 2007

Skills
Certified Fraud Examiner, Tax, Financial Reporting, Financial Analysis, Microsoft Excel, Risk Management

Education
Saint Xavier University   2007 — 2011
MBA, Financial Fraud

Saint Xavier University   2001 — 2006
Accounting

Angela Deggs Angela Deggs Miami/Fort Lauderdale Area Details
Angela Deggs's Northern Trust Experience 1996 - Present
Job
Industry Banking
Experience
Northern Trust   1996 - Present

Skills
Microsoft Office, Investments, Wealth Management, Operational Efficiency, Photoshop, Adobe Fireworks, Adobe Creative Suite, Volunteering, Acting, Trust Advisor, Private Banking, Bonds, Investment Management, Asset Allocation, Investment Strategies, Investment Advisory, Mutual Funds, Securities, Bloomberg, Wealth, Alternative Investments, Fixed Income, Estate Planning, Series 63, Asset Management

Education
Saint Leo University

Nancy K. Nakatani Nancy K. Nakatani Greater Los Angeles Area Details
Nancy K. Nakatani's Northern Trust Experience December 1996 - July 1997
Job Performance Measurement Specialist at Los Angeles Capital Management
Industry Investment Management
Experience
Los Angeles Capital Management  July 2014 - Present
Cliffwater LLC  April 2011 - June 2014
N. Nakatani Consulting   October 2007 - March 2011
Wilshire Associates  January 2000 - September 2003
Wilshire Associates  September 1999 - January 2000
University of California  January 1997 - June 1998
Northern Trust   December 1996 - July 1997
Japan Exchange and Teaching Program(me) (JET)   July 1995 - July 1996

Skills
Asset Management, Hedge Funds, Asset Managment, Research, Alternative Investments, Portfolio Management, Equities, Bloomberg, Financial Modeling, Fixed Income, Valuation, Financial Analysis, Private Equity

Education
University of California, Santa Barbara   1996 — 1999
MA, East Asian Studies

Santa Clara University   1991 — 1995
BS, Mathematics

Santa Clara University   1991 — 1995
BA, Asian Studies

Taft High School

Marco Caso Marco Caso Greater Chicago Area Details
Marco Caso's Northern Trust Experience November 2007 - October 2009
Job Owner, Fratello's Family Catering
Industry Restaurants
Experience
Fratellos  2014 - 2014
Al's Beef   January 2001 - September 2013
Northern Trust   November 2007 - October 2009
Accenture  July 1997 - November 2007

Skills
Customer Service, Public Speaking, Microsoft Office, Event Planning, Microsoft Word, Microsoft Excel, Coaching, Strategic Planning, PowerPoint, Restaurants, Leadership Development, Social Media, Food, Financial Reporting, Accounting, Financial Analysis, Nonprofits, Team Building, Policy, Leadership, Management, Operations Management, Training, Team Leadership, Budgets

Education
Saint Xavier University   1995 — 1997
MBA, Financial Trading

Saint Xavier University   1990 — 1997
Bachelor of Arts (B.A.), Business

Peck

Bruce Kerestes Bruce Kerestes Miami/Fort Lauderdale Area Details
Bruce Kerestes's Northern Trust Experience 1992 - Present
Job Retired Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust   1992 - Present
Cole & Kerestes Inc.   1988 - 1992

Skills
Residential Homes, Commercial Real Estate, Appraisals, Asset Allocation, Property Management, Sellers, Real Estate, Sales

Education
Southern Methodist University - Cox School of Business
BBA

Ryné Mitchell Ryné Mitchell Greater Chicago Area Details
Ryné Mitchell's Northern Trust Experience May 2000 - July 2000
Job Telephony Analyst at ROBERT BOSCH
Industry Information Technology and Services
Experience
Robert Bosch  August 2011 - Present
Sears Holdings Corporation  December 2010 - April 2011
Siemens IT Solutions  April 2007 - April 2010
Siemens Medical Solutions  July 2001 - April 2007
Williams Communications  July 2000 - April 2001
Northern Trust   May 2000 - July 2000
GE Capital  January 2000 - April 2000
Ameritech  March 1997 - October 1999
TCI of Illinois   June 1995 - February 1997
US Robotics  April 1993 - June 1995

Skills
Technical Support, Telecommunications, Disaster Recovery, Vendor Management, Networking, VoIP, Integration, Project Management, Call Centers, Cisco Technologies, Data Center, Wireless

Education
University of Illinois at Chicago
Graduate Certificate, Health Informatics

Roosevelt University
BA, Web Technology Systems

Dennis Ilic Dennis Ilic Chicago, Illinois Details
Dennis Ilic's Northern Trust Experience October 2010 - December 2014
Job Alternative Asset Account Administrator
Industry Financial Services
Experience
Millennium Trust Company  January 2015 - Present
Northern Trust   October 2010 - December 2014
European Deli Wholesale   December 2008 - October 2010
JPMorgan Chase  September 2006 - December 2008
Founders Bank  August 2004 - September 2006

Skills
Microsoft Excel, Microsoft Word, Property & Casualty..., Health Insurance, Insurance, Fund Administration, Mortgage Lending, Expense Budget..., Sales, Mutual Funds, Analysis, Team Building, Credit, Banking, Finance, Customer Service, Management, Financial Analysis, Investments, Loans

Education
Saint Xavier University   2000 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance

St. Laurence High School   1995 — 1999

Serge Boccassini Serge Boccassini Greater Chicago Area Details
Serge Boccassini's Northern Trust Experience Asst. Vice PresidentMetLifeMay 1981 - August 1999
Job Senior Vice President Global Product at Northern Trust
Industry Financial Services
Experience
Northern Trust   Asst. Vice PresidentMetLifeMay 1981 - August 1999

Skills
Alternative Investments, Financial Services, Fixed Income, Securities, Equities, Asset Managment, Derivatives, Portfolio Management, Hedge Funds, Program Management, Asset Management, Business Analysis

Education
Saint Peter's University   1976 — 1979
BS, Management

Jim Raffensperger Jim Raffensperger Greater Chicago Area Details
Jim Raffensperger's Northern Trust Experience 1997 - Present
Job Specialist, Business Process at Northern Trust
Industry Financial Services
Experience
Northern Trust   1997 - Present
Waste Management, Inc.   1991 - 1996

Skills
Six Sigma, Process Improvement, Instructional Design, Employee Training, Management Consulting, Workshop Facilitation, Business Process, Training, Analysis, Change Management, Leadership, Program Management, Business Process..., Vendor Management, Organizational..., Business Analysis, Performance Management

Education
Southern Illinois University, Carbondale   1986 — 1990
M.S. Ed., Instructional Design

OPRF

Sean Serge Phillips Sean Serge Phillips Toronto, Canada Area Details
Sean Serge Phillips's Northern Trust Experience November 2009 - March 2010
Job My professional headline
Industry Financial Services
Experience
Aon Hewitt  October 2011 - April 2012
TD Bank Group  October 2010 - April 2011
Northern Trust   November 2009 - March 2010
CIBC Mellon  July 2009 - October 2009
Direct Access Agency   April 2003 - June 2006
Canada Revenue Agency  September 2004 - March 2005

Skills
Music Industry, Music Production, Business Development, Singing, Business Strategy, Piano Performance

Education
Ryerson University   2006 — 2009
Bachelor of Commerce

Rootvik Patel Rootvik Patel Dallas/Fort Worth Area Details
Rootvik Patel's Northern Trust Experience November 2004 - January 2008
Job Sr Associate at Civitas Capital Group
Industry Investment Management
Experience
Civitas Capital Group  May 2014 - Present
Headington Oil Company  January 2008 - April 2014
Northern Trust   November 2004 - January 2008

Skills
Asset Managment, Portfolio Management, Investments, Alternative Investments, Asset Allocation, Equities, Investment Strategies, Wealth Management, Financial Modeling, Due Diligence, Valuation, Financial Analysis, Mutual Funds, Private Equity, Investment Management, Asset Management

Education
Southern Methodist University - Cox School of Business   2005 — 2007
M.B.A., Finance & Financial Consulting

The University of Texas at Austin - The Red McCombs School of Business   1998 — 2002
B.B.A., Finance

Gene Rose Gene Rose Greater Chicago Area Details
Gene Rose's Northern Trust Experience February 2000 - Present
Job Food & Beverage Director at Northern Trust
Industry Financial Services
Experience
Northern Trust   February 2000 - Present

Education
Southern Illinois University, Carbondale

Patricia Heitter Patricia Heitter Phoenix, Arizona Details
Patricia Heitter's Northern Trust Experience December 1985 - January 1996
Job Vice President; Wealth Fiduciary Advisor at Johnson Bank
Industry Banking
Experience
Johnson Bank  June 2014 - Present
BMO Private Bank  January 2007 - June 2014
Arizona Bank & Trust  February 2000 - August 2006
Wells Fargo  February 1996 - October 1999
Northern Trust   December 1985 - January 1996

Skills
Credit Analysis, Credit, Trusts, Small Business Lending, Banking, Loans, Strategic Financial..., Asset Allocation, Portfolio Management, Private Banking, Commercial Banking, Commercial Lending, Financial Planning, Investments, Wealth Management, Financial Services

Education
Roosevelt University   1985 — 1985
Paralegal, Trusts Estates Wills

Western Illinois University   1975 — 1979
BS, Law Enforcement Administration

RJ Cree, J.D. RJ Cree, J.D. Dallas/Fort Worth Area Details
RJ Cree, J.D.'s Northern Trust Experience June 2004 - August 2006
Job Vice President and General Counsel at Burnett Petroleum Company
Industry Oil & Energy
Experience
Oilwell Operators, Inc   April 2014 - Present
Burnett Petroleum Company   May 2013 - Present
Automotive Transaction Services LP   June 2011 - May 2013
Oilwell Operators, Inc.   February 2010 - May 2013
Northern Trust   June 2004 - August 2006

Skills
Financial Analysis, Securities, Due Diligence, Investments, Finance, Alternative Investments, Financial Modeling, Start-ups, Accounting, Private Equity, Valuation, Financial Accounting, Management Consulting, Strategic Planning, Mergers & Acquisitions, Corporate Law, Corporate Governance

Education
Texas A&M University School of Law   2006 — 2009
J.D., Law

Saint Louis University   1997 — 2001
BSBA, Finance

Guadalupe Cahue Guadalupe Cahue Chicago, Illinois Details
Guadalupe Cahue's Northern Trust Experience April 2006 - Present
Job Technical Coordinator at Northern Trust
Industry Financial Services
Experience
Northern Trust   April 2006 - Present

Skills
Mutual Funds, Process Improvement, Equities, Lotus Notes, Financial Services, Asset Management, Securities, Risk Management, Fixed Income, SharePoint

Education
Southern Illinois University, Carbondale   2001 — 2005

Theresa Bafia Theresa Bafia Greater Chicago Area Details
Theresa Bafia's Northern Trust Experience June 2010 - Present
Job Sr Technician at Northern Trust
Industry Financial Services
Experience
Northern Trust   June 2010 - Present

Education
Saint Xavier University   2001 — 2005
Bachelor of Science, Finance and Marketing

Graham School of Management
MBA, Financial Planning

Tina Hobbs Tina Hobbs Greater Chicago Area Details
Tina Hobbs's Northern Trust Experience RealtorCentury 21 Pro-TeamApril 2006 - February 2011
Job SeniorResidential Mortgage Loan Originator at Northern Trust
Industry Financial Services
Experience
Northern Trust   RealtorCentury 21 Pro-TeamApril 2006 - February 2011

Education
Roosevelt University
Bachelor of Business Administration (BBA), Business Administration and Management, General

David Megnauth David Megnauth Greater New York City Area Details
David Megnauth's Northern Trust Experience February 1995 - July 2012
Job Manager at Lefferts Realty
Industry Commercial Real Estate
Experience
Lefferts Realty   January 2012 - Present
Northern Trust   February 1995 - July 2012
American Express  February 1993 - February 2001

Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Hotels, Negotiation, Microsoft Word, Financial Analysis, Valuation, Hospitality, Market Research, Marketing, Strategic Planning, Event Management, Sales, Social Media, Retail, Budgets, Investments, Resorts, Team Building, Management

Education
John Adams HS

St. John's University
Bachelor's degree, Psychology

Meghan Meissner Meghan Meissner Pebble Beach, California Details
Meghan Meissner's Northern Trust Experience May 2004 - August 2006
Job Assistant Payroll Manager at Pebble Beach
Industry Hospitality
Experience
Pebble Beach Company  October 2014 - Present
Westin Hotels & Resorts  April 2013 - September 2014
Starwood Hotels & Resorts Worldwide, Inc.   November 2008 - April 2013
Superior Staff Resources  March 2007 - October 2008
The University of Arizona  November 2003 - December 2006
Northern Trust   May 2004 - August 2006

Skills
Microsoft Office, ADP Payroll, SAP, Multilingual, Outlook, Internet Research, Human Resources, Supervisory Experience, Public Speaking, Fundraising, Financial Forecasting, Online Research, Accounting, Time Management, Management, Customer Satisfaction, Customer Service, Payroll, Teamwork, Hospitality, Hospitality Industry, Hospitality Management, Resorts, Spreadsheets, Hotels

Education
Scottsdale Community College   2011 — 2014
Accounting, 3.7

University of Arizona   2002 — 2006
Yes, English, History

St Mary's High School   1998 — 2002
Yes

Hilda Mabon Hilda Mabon Greater Chicago Area Details
Hilda Mabon's Northern Trust Experience October 2003 - November 2006
Job Executive Assistant at Roosevelt University
Industry Consumer Services
Experience
Roosevelt University  October 2006 - Present
Helping Hands Deliver   January 2004 - Present
Northern Trust   October 2003 - November 2006
Akzo Nobel Chemicals  January 1995 - February 2003

Skills
Outlook, Administrative..., Event Planning, Office Management, Spreadsheets, Customer Service, Office Administration

Education
South Suburban College
Associate of Arts (AA), Paralegal Studies

Francine Minter Francine Minter Chicago, Illinois Details
Francine Minter's Northern Trust Experience
Job Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust  

Skills
Vendor Management, Financial Services, SDLC, Asset Management, Risk Management, Banking, Asset Managment, Business Analysis, IT Strategy, SharePoint, Enterprise Architecture, Equities, Business Process..., Process Improvement, IT Management, Requirements Analysis, Financial Analysis

Education
Southern Illinois University, Carbondale
Bachelors, Technical Careers

Bowen High School

Michael Knysak, CSPO Michael Knysak, CSPO Greater Chicago Area Details
Michael Knysak, CSPO's Northern Trust Experience April 2005 - July 2007
Job Senior Business Analyst/Project Owner at SunGard Financial Systems
Industry Financial Services
Experience
SunGard Financial Systems  October 2011 - Present
SunGard Financial Systems  August 2007 - October 2011
Northern Trust   April 2005 - July 2007

Skills
Business Analysis, Project Management, Cross-functional Team..., System Integration, Global Client Management, SDLC, Business Process, Analysis, CRM, Testing, Management, Fixed Income, Bloomberg, Leadership, Equities, Account Reconciliation, Accounting, Enterprise Software, Fund Accounting, Mutual Funds, Scrum, Agile & Waterfall..., Certified Scrum Product..., Derivatives, Inflation-indexed bond

Education
Southern Illinois University, Carbondale   1999 — 2003
Bachelor of Science (B.S.), Finance

Angie Plaisance Angie Plaisance Naples, Florida Details
Angie Plaisance's Northern Trust Experience April 2012 - Present
Job Marketing Coordinator at Northern Trust
Industry Financial Services
Experience
Northern Trust   April 2012 - Present
Wells Fargo  April 2009 - April 2011
Wachovia  June 2002 - May 2008

Skills
Marketing, Strategic Planning, Customer Service, Leadership, Business Development, Team Building, Event Planning, Marketing Strategy

Education
University of Florida   1994 — 1995

Saint Mary's College   1991 — 1993

Margaret Herstein Margaret Herstein Ann Arbor, Michigan Details
Margaret Herstein's Northern Trust Experience November 1998 - April 2000
Job Senior Vice President of Investments at Union Bank of Switzerland
Industry Investment Banking
Experience
Union Bank of Switzerland  May 2004 - Present
Alexander Forbes  May 2000 - April 2004
Northern Trust   November 1998 - April 2000

Skills
Private Equity, Asset Management, Capital Markets, Wealth Management, Financial Analysis

Education
University of Michigan - Stephen M. Ross School of Business   1975 — 1978
Master of Business Administration (MBA), International Finance

Smith College   1971 — 1975
Bachelor of Arts (BA), Drama and Dramatics/Theatre Arts, General

Robin Wilberger Robin Wilberger Santa Barbara, California Details
Robin Wilberger's Northern Trust Experience August 2008 - October 2010
Job Medical Billing Supervisor at Jackson Medical Group
Industry Medical Practice
Experience
Jackson Medical Group   November 2012 - Present
First Republic Bank  October 2010 - November 2012
Northern Trust   August 2008 - October 2010
Premier Members Federal Credit Union  June 2004 - July 2008

Skills
Notary Public, Customer Service, Establishing New..., Client Prospecting, Computer Proficiency, Loans, Banking, Real Estate, Insurance, Accounts Payable

Education
Santa Barbara City College   2012 — 2014
Currently enrolled, General Education - No Major selected

Monarch High School   1999 — 2003
General Education

Gary Boswell Gary Boswell Chicago, Illinois Details
Gary Boswell's Northern Trust Experience February 2003 - Present
Job Real Estate Property Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust   February 2003 - Present

Skills
Financial Analysis, Due Diligence, Investment Properties, Investments, Valuation, Real Estate Economics, Asset Management, Mortgage Lending, Real Estate, Brokerage, Loans, Real Estate Development, Leases, Property Management

Education
South Suburban College
accounting

Shawn Creighton Shawn Creighton Greater Chicago Area Details
Shawn Creighton's Northern Trust Experience February 2010 - October 2010
Job Senior Clearing Solutions Analyst at CME Group
Industry Financial Services
Experience
CME Group  September 2013 - Present
CME Group  October 2010 - September 2013
Northern Trust   February 2010 - October 2010
Target  May 2007 - February 2010

Skills
Futures, Options, Account Management, Clearing, Leadership, OTC, Customer Service, Business Process, Management, Finance, Team Leadership, Sales, Financial Services, New Business Development, Derivatives

Education
Saint Xavier University   2005 — 2009
Bachelor of Business Administration (B.B.A.), Management, Magna Cum Laude

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