Northern Trust
Industry: Financial services company
DescriptionNorthern Trust Corporation is a financial services company organized in Delaware and headquartered in Chicago, Illinois that caters to corporations, institutional investors, and high net worth individuals. The company has 85 offices in 18 US states and 20 countries. Headquarters: Chicago, Illinois, United States CEO: Michael G. O'Grady (1 Jan 2018–) Assets under management: 1.2 trillion USD (As of December 31, 2017.) Subsidiaries: NORTHERN TRUST CO,
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5,178 Northern Trust employees in database. Find out everything there's to know about Northern Trust employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Northern Trust Employees
Employee
Years
Job
Industry
Katie Keller Katie Keller's Northern Trust Experience August 2012 - December 2012
Job Student at Stetson University College of Law
Industry Higher Education
Experience
Jabil May 2015 - August 2015
Sixth Judicial Circuit of Florida Court Administration June 2014 - July 2014
Northern Trust August 2012 - December 2012
Skills
Microsoft Office, Public Speaking, Leadership, Customer Service, Social Media, Microsoft Word, Microsoft Excel, Research, PowerPoint, Time Management, Teamwork, Analysis, Nonprofits, Editing, Legal Writing
Education
Stetson University College of Law 2013 — 2016
University of South Florida 2009 — 2013
Bachelor's Degree
Jabil May 2015 - August 2015
Sixth Judicial Circuit of Florida Court Administration June 2014 - July 2014
Northern Trust August 2012 - December 2012
Skills
Microsoft Office, Public Speaking, Leadership, Customer Service, Social Media, Microsoft Word, Microsoft Excel, Research, PowerPoint, Time Management, Teamwork, Analysis, Nonprofits, Editing, Legal Writing
Education
Stetson University College of Law 2013 — 2016
University of South Florida 2009 — 2013
Bachelor's Degree
Marcus DiFiore Marcus DiFiore's Northern Trust Experience June 2000 - May 2004
Job Board Member at Serving Seniors
Industry Banking
Experience
Serving Seniors July 2015 - Present
Torrey Pines Bank May 2014 - Present
The Tariq Khamisa Foundation June 2012 - Present
Wells Fargo Bank June 2008 - May 2014
Silver State Bank August 2006 - June 2008
JP Morgan Chase May 2004 - April 2005
Northern Trust June 2000 - May 2004
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Loans, Credit, Treasury Management, Banking, Credit Analysis, SBA, Underwriting, Financial Analysis, Lines Of Credit, Commercial Mortgages, Portfolio Management, Cash Management, Mortgage Lending, Asset Based Lending, Credit Risk, Treasury Services, Cash Flow, Relationship Management, Business Development, Loan Origination, Finance, Commercial Real Estate, Construction Loans, Cash Flow Lending, SBA 504, Real Estate Financing, Wealth Management
Education
Texas Southern University 1998 — 2002
BBA, Accounting, 3.4
Serving Seniors July 2015 - Present
Torrey Pines Bank May 2014 - Present
The Tariq Khamisa Foundation June 2012 - Present
Wells Fargo Bank June 2008 - May 2014
Silver State Bank August 2006 - June 2008
JP Morgan Chase May 2004 - April 2005
Northern Trust June 2000 - May 2004
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Loans, Credit, Treasury Management, Banking, Credit Analysis, SBA, Underwriting, Financial Analysis, Lines Of Credit, Commercial Mortgages, Portfolio Management, Cash Management, Mortgage Lending, Asset Based Lending, Credit Risk, Treasury Services, Cash Flow, Relationship Management, Business Development, Loan Origination, Finance, Commercial Real Estate, Construction Loans, Cash Flow Lending, SBA 504, Real Estate Financing, Wealth Management
Education
Texas Southern University 1998 — 2002
BBA, Accounting, 3.4
Rick Davison Rick Davison's Northern Trust Experience March 2010 - Present
Job Vice President Change Management Process Optimization
Industry Financial Services
Experience
Northern Trust March 2010 - Present
BLUE CROSS BLUE SHIELD ILLINOIS 2009 - 2009
GE Commercial Finance - Xerox Capital Services 2008 - 2009
GE Commercial Finance - Xerox Capital Services 2007 - 2008
GE Commercial Finance - Xerox Capital Services 2003 - 2007
Education
St. Cloud State University 1996 — 2000
Speech Communication
Northern Trust March 2010 - Present
BLUE CROSS BLUE SHIELD ILLINOIS 2009 - 2009
GE Commercial Finance - Xerox Capital Services 2008 - 2009
GE Commercial Finance - Xerox Capital Services 2007 - 2008
GE Commercial Finance - Xerox Capital Services 2003 - 2007
Education
St. Cloud State University 1996 — 2000
Speech Communication
Steve Perritt, CFA, CFP's Northern Trust Experience June 1996 - April 2000
Job Senior Portfolio Manager at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management November 2013 - Present
Cleary Gull August 2011 - November 2013
Robert W. Baird & Co. October 2004 - August 2011
William Blair & Company April 2000 - October 2004
Northern Trust June 1996 - April 2000
Skills
Professional Portfolio..., Certified Financial..., Chartered Financial..., Equities, Retirement Planning, High Net Worth..., Family Office, Series 7, Asset Allocation, Mutual Funds, Wealth Management, Investment Advisory, Alternative Investments, Securities, Portfolio Management, Strategy, Investments, Asset Management, Valuation, Hedge Funds, Strategic Financial...
Education
University of Illinois at Urbana-Champaign 1990 — 1992
Master's degree, Finance, General
The Citadel 1986 — 1990
Bachelor of Arts (B.A.)
Stevenson High School 1982 — 1986
Northern Trust Asset Management November 2013 - Present
Cleary Gull August 2011 - November 2013
Robert W. Baird & Co. October 2004 - August 2011
William Blair & Company April 2000 - October 2004
Northern Trust June 1996 - April 2000
Skills
Professional Portfolio..., Certified Financial..., Chartered Financial..., Equities, Retirement Planning, High Net Worth..., Family Office, Series 7, Asset Allocation, Mutual Funds, Wealth Management, Investment Advisory, Alternative Investments, Securities, Portfolio Management, Strategy, Investments, Asset Management, Valuation, Hedge Funds, Strategic Financial...
Education
University of Illinois at Urbana-Champaign 1990 — 1992
Master's degree, Finance, General
The Citadel 1986 — 1990
Bachelor of Arts (B.A.)
Stevenson High School 1982 — 1986
Michael Kozak Michael Kozak's Northern Trust Experience October 2013 - November 2014
Job Finance Supervisor at Intuit
Industry Computer Software
Experience
Intuit May 2015 - Present
CareFusion February 2015 - May 2015
Northern Trust October 2013 - November 2014
Citi April 2011 - October 2013
Citi March 2008 - December 2010
Ohio Capital Corporation for Housing June 2006 - May 2007
Skills
Securities, Fixed Income, Equities, Valuation, Derivatives, Bloomberg, Financial Services, Bonds, Finance, Data Analysis, Economics, Microsoft Office, Process Improvement, Account Reconciliation, Corporate Actions, Employee Training, Pricing, Trading, Options, Equity Research, Bloomberg Terminal, Market Data, Trading Systems, Financial Markets, Capital Markets, Fund Accounting, Mutual Funds
Education
The Ohio State University 2002 — 2006
Bachelor's degree, Finance
Intuit May 2015 - Present
CareFusion February 2015 - May 2015
Northern Trust October 2013 - November 2014
Citi April 2011 - October 2013
Citi March 2008 - December 2010
Ohio Capital Corporation for Housing June 2006 - May 2007
Skills
Securities, Fixed Income, Equities, Valuation, Derivatives, Bloomberg, Financial Services, Bonds, Finance, Data Analysis, Economics, Microsoft Office, Process Improvement, Account Reconciliation, Corporate Actions, Employee Training, Pricing, Trading, Options, Equity Research, Bloomberg Terminal, Market Data, Trading Systems, Financial Markets, Capital Markets, Fund Accounting, Mutual Funds
Education
The Ohio State University 2002 — 2006
Bachelor's degree, Finance
Carlos Smith Carlos Smith's Northern Trust Experience September 2007 - December 2010
Job Silmar Electronics, Inc.
Industry Electrical/Electronic Manufacturing
Experience
Silmar Electronics, INC July 2013 - Present
Northern Trust Bank January 2011 - July 2013
Northern Trust September 2007 - December 2010
UCF Venture Lab - Office of Business Administration July 2006 - May 2007
Pan-American Life Insurance Company 2004 - 2005
Skills
Portfolio Management, Investments, Mutual Funds, Asset Allocation, Asset Managment, Alternative Investments, Investment Strategies, Investment Management
Education
University of Central Florida - College of Business Administration 2006 — 2007
Masters, Business Administration (MBA)
Spring Hill College 2000 — 2004
Bachelors, Finance & Economics
Belen Jesuit Preparatory School 1996 — 2000
Diploma
Silmar Electronics, INC July 2013 - Present
Northern Trust Bank January 2011 - July 2013
Northern Trust September 2007 - December 2010
UCF Venture Lab - Office of Business Administration July 2006 - May 2007
Pan-American Life Insurance Company 2004 - 2005
Skills
Portfolio Management, Investments, Mutual Funds, Asset Allocation, Asset Managment, Alternative Investments, Investment Strategies, Investment Management
Education
University of Central Florida - College of Business Administration 2006 — 2007
Masters, Business Administration (MBA)
Spring Hill College 2000 — 2004
Bachelors, Finance & Economics
Belen Jesuit Preparatory School 1996 — 2000
Diploma
Catherine Brown Catherine Brown's Northern Trust Experience April 1992 - August 1997
Job Experienced Colorado Immigration Attorney, Law Office of Catherine Brown, LLC
Industry Law Practice
Experience
Law Office of Catherine Brown, LLC January 2005 - Present
Stern & Elkind January 2002 - March 2004
Colorado Court of Appeals September 2000 - September 2001
Northern Trust April 1992 - August 1997
Skills
Immigration Law, Immigration Issues, Visas, H-1B, Adjustment Of Status, Citizenship, Appeals, Criminal Defense, Labor Certification, Legal Research, Legal Writing, Waivers, E-2, Entrepreneurship, Business Visas
Education
University of Denver - Sturm College of Law 1997 — 2000
JD, Law
The London School of Economics and Political Science (LSE) 1990 — 1991
Msc, Comparative Politics
University of Notre Dame 1985 — 1989
BA, Government & International Relations
Law Office of Catherine Brown, LLC January 2005 - Present
Stern & Elkind January 2002 - March 2004
Colorado Court of Appeals September 2000 - September 2001
Northern Trust April 1992 - August 1997
Skills
Immigration Law, Immigration Issues, Visas, H-1B, Adjustment Of Status, Citizenship, Appeals, Criminal Defense, Labor Certification, Legal Research, Legal Writing, Waivers, E-2, Entrepreneurship, Business Visas
Education
University of Denver - Sturm College of Law 1997 — 2000
JD, Law
The London School of Economics and Political Science (LSE) 1990 — 1991
Msc, Comparative Politics
University of Notre Dame 1985 — 1989
BA, Government & International Relations
Rev. Randy Mason Rev. Randy Mason's Northern Trust Experience December 2003 - June 2009
Job Citrix Engineer at Community Health Systems
Industry Information Technology and Services
Experience
Community Health Systems December 2014 - Present
GKN Land Systems May 2014 - February 2015
GKN Land Systems September 2009 - April 2014
Northern Trust December 2003 - June 2009
Bank One/JP Morgan Chase October 2000 - December 2003
Central DuPage Hospital April 1997 - October 2000
Chicago Botanic Garden March 1996 - April 1997
Walt Disney World August 1990 - February 1996
Southeast Bank N.A June 1982 - May 1990
Skills
Process Improvement, IT Strategy, Citrix, VMware, Strategic Planning, ERP, Vendor Management, Cloud Computing, VDI, Pastoral, Pastors, Christian Ministry, Active Directory, Business Analysis, Data Center, IT Management, Virtualization, Windows Server, Networking, Microsoft Exchange, Hardware
Education
INSTE Bible College 2006 — 2014
St. Petersburg College 1982 — 1984
Business Administration and Management, General
Community Health Systems December 2014 - Present
GKN Land Systems May 2014 - February 2015
GKN Land Systems September 2009 - April 2014
Northern Trust December 2003 - June 2009
Bank One/JP Morgan Chase October 2000 - December 2003
Central DuPage Hospital April 1997 - October 2000
Chicago Botanic Garden March 1996 - April 1997
Walt Disney World August 1990 - February 1996
Southeast Bank N.A June 1982 - May 1990
Skills
Process Improvement, IT Strategy, Citrix, VMware, Strategic Planning, ERP, Vendor Management, Cloud Computing, VDI, Pastoral, Pastors, Christian Ministry, Active Directory, Business Analysis, Data Center, IT Management, Virtualization, Windows Server, Networking, Microsoft Exchange, Hardware
Education
INSTE Bible College 2006 — 2014
St. Petersburg College 1982 — 1984
Business Administration and Management, General
Deepthi Munjuluru Deepthi Munjuluru's Northern Trust Experience August 2009 - February 2010
Job Audit Senior at Deloitte
Industry Accounting
Experience
Deloitte August 2015 - Present
Deloitte September 2014 - August 2015
Deloitte September 2013 - September 2014
Colorado State University January 2012 - December 2012
Northern Trust August 2009 - February 2010
Accenture, Banglore July 2008 - July 2009
Skills
Account Reconciliation, Accounting, Analysis, Financial Accounting, Finance, Financial Analysis, GAAP, Financial Reporting, HTML, Invoicing, Market Research, SAP, US GAAP, Variance Analysis, Auditing, Internal Controls, Microsoft Excel
Education
Colorado State University 2011 — 2013
Master Of Accountancy, Financial Reporting & Auditing
Symbiosis Institute of Business Management 2009 — 2011
PGDBA, Finance
Bangalore University 2005 — 2008
Bachelor of Commerce (B.Com.), Accounting
Deloitte August 2015 - Present
Deloitte September 2014 - August 2015
Deloitte September 2013 - September 2014
Colorado State University January 2012 - December 2012
Northern Trust August 2009 - February 2010
Accenture, Banglore July 2008 - July 2009
Skills
Account Reconciliation, Accounting, Analysis, Financial Accounting, Finance, Financial Analysis, GAAP, Financial Reporting, HTML, Invoicing, Market Research, SAP, US GAAP, Variance Analysis, Auditing, Internal Controls, Microsoft Excel
Education
Colorado State University 2011 — 2013
Master Of Accountancy, Financial Reporting & Auditing
Symbiosis Institute of Business Management 2009 — 2011
PGDBA, Finance
Bangalore University 2005 — 2008
Bachelor of Commerce (B.Com.), Accounting
Greg Jankowski Greg Jankowski's Northern Trust Experience November 2012 - September 2013
Job Portfolio Manager at Delphi Private Advisors
Industry Investment Management
Experience
Delphi Private Advisors October 2013 - Present
Northern Trust November 2012 - September 2013
Northern Trust July 2011 - November 2012
Northern Trust December 2007 - July 2011
John E. Sestina and Company May 2006 - June 2007
World Financial Group April 2004 - March 2006
Skills
Financial Modeling, Portfolio Management, Investment Strategies, Alternative Investments, Finance, Forecasting, Accounting, Financial Services, Stocks, Investments, Risk Management, Corporate Finance, Mergers & Acquisitions, Research, Budget Analysis, CRM, Project Management, Microsoft Office, Excel, Developmental, Fixed Income Strategies, Customization, Private Equity, Fiduciary, Money Management, Financial Management..., Performance Improvement, Creative Work, Corporate FP&A, Creative Direction, Self-starter, Creative Services, Highly Ambitious, Dedicated Professional, Client-centric, Valuation, Critical Thinking, Driving Performance, Driving Growth, Investment Valuation, Investment Theory, Investment Banking, Analytics, Venture Capital, Stock Research, Fixed Income Analysis, Cash-flow Management, Analyst, Wealth Management, Wealth Management...
Education
University of California, Irvine - The Paul Merage School of Business
- Master of Business Administration (MBA)
The Ohio State University
- Bachelor of Science, Finance
Licenses: Uniform Investment Adviser Law (Series 65)
Delphi Private Advisors October 2013 - Present
Northern Trust November 2012 - September 2013
Northern Trust July 2011 - November 2012
Northern Trust December 2007 - July 2011
John E. Sestina and Company May 2006 - June 2007
World Financial Group April 2004 - March 2006
Skills
Financial Modeling, Portfolio Management, Investment Strategies, Alternative Investments, Finance, Forecasting, Accounting, Financial Services, Stocks, Investments, Risk Management, Corporate Finance, Mergers & Acquisitions, Research, Budget Analysis, CRM, Project Management, Microsoft Office, Excel, Developmental, Fixed Income Strategies, Customization, Private Equity, Fiduciary, Money Management, Financial Management..., Performance Improvement, Creative Work, Corporate FP&A, Creative Direction, Self-starter, Creative Services, Highly Ambitious, Dedicated Professional, Client-centric, Valuation, Critical Thinking, Driving Performance, Driving Growth, Investment Valuation, Investment Theory, Investment Banking, Analytics, Venture Capital, Stock Research, Fixed Income Analysis, Cash-flow Management, Analyst, Wealth Management, Wealth Management...
Education
University of California, Irvine - The Paul Merage School of Business
- Master of Business Administration (MBA)
The Ohio State University
- Bachelor of Science, Finance
Licenses: Uniform Investment Adviser Law (Series 65)
Kevin Thaman Kevin Thaman's Northern Trust Experience October 1999 - Present
Job Portfolio Manager at Northern Trust
Industry Investment Management
Experience
Northern Trust October 1999 - Present
Northern Trust May 1995 - September 1999
Tanglewood Bank September 1993 - May 1995
Skills
Asset Allocation, Wealth Management, Due Diligence, Investments, Investment Strategies, Alternative Investments, Fixed Income, Asset Management, Portfolio Management, Hedge Funds, Private Equity, Equities, Investment Management, Bloomberg, Mutual Funds, Wealth Management..., High Net Worth..., Investment Advisory, Financial Services, ETFs, Wealth, Retirement Planning, Fund Of Funds, Bonds, Financial Markets, Bloomberg Terminal
Education
Texas A&M University 1988 — 1992
BBA, Marketing
University of Houston 1997 — 1999
MBA, Finance
Northern Trust October 1999 - Present
Northern Trust May 1995 - September 1999
Tanglewood Bank September 1993 - May 1995
Skills
Asset Allocation, Wealth Management, Due Diligence, Investments, Investment Strategies, Alternative Investments, Fixed Income, Asset Management, Portfolio Management, Hedge Funds, Private Equity, Equities, Investment Management, Bloomberg, Mutual Funds, Wealth Management..., High Net Worth..., Investment Advisory, Financial Services, ETFs, Wealth, Retirement Planning, Fund Of Funds, Bonds, Financial Markets, Bloomberg Terminal
Education
Texas A&M University 1988 — 1992
BBA, Marketing
University of Houston 1997 — 1999
MBA, Finance
Deborah Carey Deborah Carey's Northern Trust Experience 2002 - Present
Job Sr. Relationship Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust 2002 - Present
Northern Trust 1998 - 2002
Northern Trust 1988 - 1998
Northern Trust 1984 - 1988
Northern Trust 1982 - 1984
Skills
Financial Services, Financial Reporting, Asset Allocation, Mutual Funds, Investment Advisory, Financial Analysis, Business Strategy, Wealth Management, Product Management, Business Analysis, Project Management, Client Education, Information Technology, tax, Financial Accounting, Budgeting, Profitability Management
Education
The School of the Art Institute of Chicago 2008 — 2012
Masters in Science, Historic Preservation
St. Mary's College, Notre Dame
Bachelor of Business Administration (BBA), Accounting
Northern Trust 2002 - Present
Northern Trust 1998 - 2002
Northern Trust 1988 - 1998
Northern Trust 1984 - 1988
Northern Trust 1982 - 1984
Skills
Financial Services, Financial Reporting, Asset Allocation, Mutual Funds, Investment Advisory, Financial Analysis, Business Strategy, Wealth Management, Product Management, Business Analysis, Project Management, Client Education, Information Technology, tax, Financial Accounting, Budgeting, Profitability Management
Education
The School of the Art Institute of Chicago 2008 — 2012
Masters in Science, Historic Preservation
St. Mary's College, Notre Dame
Bachelor of Business Administration (BBA), Accounting
Nicole Spiess Nicole Spiess's Northern Trust Experience June 2014 - August 2015
Job Investment Professional
Industry Financial Services
Experience
Northern Trust June 2014 - August 2015
Northern Trust February 2011 - June 2014
Northern Trust August 2009 - February 2011
Northern Trust June 2008 - August 2009
The University of Iowa August 2005 - May 2007
Skills
Asset Allocation, Alternative Investments, Leadership Development, Wealth Management, Mutual Funds, Investments, Risk Management, Asset Management, Strategy, Securities, Investment Strategies, Portfolio Management
Education
The University of Iowa 2004 — 2008
Bachelor of Science (B.S.), Economics
Moody Theological Seminary
Masters in Ministry, Theological Studies
Mahawithayalai Thammasat 2008 — 2008
Semester Abroad, Bangkok, Thailand
Northern Trust June 2014 - August 2015
Northern Trust February 2011 - June 2014
Northern Trust August 2009 - February 2011
Northern Trust June 2008 - August 2009
The University of Iowa August 2005 - May 2007
Skills
Asset Allocation, Alternative Investments, Leadership Development, Wealth Management, Mutual Funds, Investments, Risk Management, Asset Management, Strategy, Securities, Investment Strategies, Portfolio Management
Education
The University of Iowa 2004 — 2008
Bachelor of Science (B.S.), Economics
Moody Theological Seminary
Masters in Ministry, Theological Studies
Mahawithayalai Thammasat 2008 — 2008
Semester Abroad, Bangkok, Thailand
J. Craig Falls J. Craig Falls's Northern Trust Experience November 2010 - September 2012
Job Enclave Advisors, LLC
Industry Financial Services
Experience
Enclave Advisors, LLC September 2012 - Present
Northern Trust November 2010 - September 2012
Private Law Practice January 2002 - November 2009
Goldman Sachs 2000 - 2002
Strasburger & Price, LLP 1995 - 1998
Skills
Wealth Management, Trust and Estate..., Private Banking, Private Equity, Asset Management, Estate Planning, Investments, Venture Capital, Asset Managment, Wealth Management..., Financial Advisory, Alternative Investments, Investment Management, Asset Allocation, Investment Advisory, Finance, Securities, Management
Education
Vanderbilt University Law School 1992 — 1995
JD, Law
Texas Tech University 1987 — 1990
BBA, Finance
Enclave Advisors, LLC September 2012 - Present
Northern Trust November 2010 - September 2012
Private Law Practice January 2002 - November 2009
Goldman Sachs 2000 - 2002
Strasburger & Price, LLP 1995 - 1998
Skills
Wealth Management, Trust and Estate..., Private Banking, Private Equity, Asset Management, Estate Planning, Investments, Venture Capital, Asset Managment, Wealth Management..., Financial Advisory, Alternative Investments, Investment Management, Asset Allocation, Investment Advisory, Finance, Securities, Management
Education
Vanderbilt University Law School 1992 — 1995
JD, Law
Texas Tech University 1987 — 1990
BBA, Finance
Eric Rahe Eric Rahe's Northern Trust Experience 1992 - 2005
Job Realtor at Coldwell Banker
Industry Real Estate
Experience
Coldwell Banker January 2008 - Present
Northern Trust 1992 - 2005
Skills
Real Estate, Investment Properties, Real Estate Transactions, Residential Homes, First Time Home Buyers, REO, Loans, Condos, Sellers, Short Sales, Single Family Homes, Foreclosures, Selling, Relocation, Buyer Representation, Investments, Investors, Referrals, Listings
Education
State University of New York College at Cortland 1983 — 1987
BA, Economics
Coldwell Banker January 2008 - Present
Northern Trust 1992 - 2005
Skills
Real Estate, Investment Properties, Real Estate Transactions, Residential Homes, First Time Home Buyers, REO, Loans, Condos, Sellers, Short Sales, Single Family Homes, Foreclosures, Selling, Relocation, Buyer Representation, Investments, Investors, Referrals, Listings
Education
State University of New York College at Cortland 1983 — 1987
BA, Economics
Greg Montgomery, CFA Greg Montgomery, CFA's Northern Trust Experience July 2013 - Present
Job Vice President, Portfolio Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust July 2013 - Present
U.S. Trust January 2006 - June 2013
Fidelity Investments May 2002 - May 2005
Skills
Portfolio Management, Equities, Investments, Asset Management, Fixed Income, Hedge Funds, Financial Analysis, Bloomberg, Wealth Management, Alternative Investments, Mutual Funds, Investment Strategies, Asset Allocation, Investment Management, Wealth Management...
Education
Texas Christian University 2003 — 2005
Master of Business Administration (M.B.A.), Finance, General
Texas Christian University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Northern Trust July 2013 - Present
U.S. Trust January 2006 - June 2013
Fidelity Investments May 2002 - May 2005
Skills
Portfolio Management, Equities, Investments, Asset Management, Fixed Income, Hedge Funds, Financial Analysis, Bloomberg, Wealth Management, Alternative Investments, Mutual Funds, Investment Strategies, Asset Allocation, Investment Management, Wealth Management...
Education
Texas Christian University 2003 — 2005
Master of Business Administration (M.B.A.), Finance, General
Texas Christian University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Diane Muir Diane Muir's Northern Trust Experience July 2000 - December 2013
Job Senior Vice President at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation January 2014 - Present
Northern Trust July 2000 - December 2013
Northern Trust Corporation January 1999 - July 2000
Northern Trust Corporation May 1986 - December 1998
Northern Trust Corporation May 1982 - May 1986
National Bank of Sarasota July 1977 - May 1982
Skills
Employee Management, Retail Banking, New Business Development, Customer Experience, Customer Engagement, Customer Satisfaction, Banking, Financial Services, Management, Team Management, Financial Planning, Strategic Planning, Risk Management, Investment Advisory, Wealth Management, Portfolio Management
Education
Manatee Community College
Northern Trust Corporation January 2014 - Present
Northern Trust July 2000 - December 2013
Northern Trust Corporation January 1999 - July 2000
Northern Trust Corporation May 1986 - December 1998
Northern Trust Corporation May 1982 - May 1986
National Bank of Sarasota July 1977 - May 1982
Skills
Employee Management, Retail Banking, New Business Development, Customer Experience, Customer Engagement, Customer Satisfaction, Banking, Financial Services, Management, Team Management, Financial Planning, Strategic Planning, Risk Management, Investment Advisory, Wealth Management, Portfolio Management
Education
Manatee Community College
Phil Dettle Phil Dettle's Northern Trust Experience November 1992 - May 2013
Job Senior Vice President at IBERIABANKPrivate Client
Industry Banking
Experience
IBERIABANK-Private Client July 2014 - Present
First Private Bank of Texas June 2013 - July 2014
Northern Trust November 1992 - May 2013
First National Bank in Dallas/InterFirst/First Republic/NCNB Texas June 1970 - December 1991
Skills
Private Banking, Credit Analysis, Commercial Banking, Investments, Cash Management, Banking, Wealth Management, Commercial Lending, Loans, Asset Management, Portfolio Management, Wealth Management..., Securities, Capital Markets, Equities, Series 7
Education
Texas Tech University
Master of Business Administration (M.B.A.), Finance, Money and Banking
Texas Tech University
Bachelor of Business Administration (B.B.A.), Finance, Money and Banking
IBERIABANK-Private Client July 2014 - Present
First Private Bank of Texas June 2013 - July 2014
Northern Trust November 1992 - May 2013
First National Bank in Dallas/InterFirst/First Republic/NCNB Texas June 1970 - December 1991
Skills
Private Banking, Credit Analysis, Commercial Banking, Investments, Cash Management, Banking, Wealth Management, Commercial Lending, Loans, Asset Management, Portfolio Management, Wealth Management..., Securities, Capital Markets, Equities, Series 7
Education
Texas Tech University
Master of Business Administration (M.B.A.), Finance, Money and Banking
Texas Tech University
Bachelor of Business Administration (B.B.A.), Finance, Money and Banking
Jennifer Snape Jennifer Snape's Northern Trust Experience June 2012 - August 2012
Job Experienced Associate in Risk Consulting, Financial Services
Industry Financial Services
Experience
PwC August 2014 - Present
Smoking Mirror Productions 2007 - October 2014
PwC June 2013 - August 2013
Northern Trust June 2012 - August 2012
Jacobson Holman PLLC January 2012 - May 2012
AMAR International Charitable Foundation January 2011 - May 2011
Skills
Data Analysis, Management, Financial Analysis, Microsoft Excel, SharePoint, PowerPoint, Time Management, Editing, International Relations, Finance, International..., Economics, Databases, Budgets, Proofreading
Education
London School of Economics and Political Science
BSc in Managerial Economics and Strategy, Management
Glenbrook North High School
PwC August 2014 - Present
Smoking Mirror Productions 2007 - October 2014
PwC June 2013 - August 2013
Northern Trust June 2012 - August 2012
Jacobson Holman PLLC January 2012 - May 2012
AMAR International Charitable Foundation January 2011 - May 2011
Skills
Data Analysis, Management, Financial Analysis, Microsoft Excel, SharePoint, PowerPoint, Time Management, Editing, International Relations, Finance, International..., Economics, Databases, Budgets, Proofreading
Education
London School of Economics and Political Science
BSc in Managerial Economics and Strategy, Management
Glenbrook North High School
Saradwati Chatterjee Saradwati Chatterjee's Northern Trust Experience September 2011 - December 2013
Job Project Manager & Instructional Design Consultant, Global Talent Development at Northern Trust
Industry E-Learning
Experience
Northern Trust September 2011 - December 2013
TarrenPoint (formerly The Integrity Group) March 2011 - September 2011
Accenture June 2006 - May 2010
Omnivera Learning Solutions (formerly Aesthetic Technologies) January 2003 - June 2006
Skills
Instructional Design, Blended Learning, E-Learning, Information Architecture, Project Management, Learning Architecture, Flash, Content Management, Learning Management, Management, Instructor-led Training, Captivate, Strategy, Content Development, Talent Management, Leadership, Needs Analysis
Education
Symbiosis International University 2011 — 2012
Post Graduate Diploma
Mmi Labs, Aesthetic Technologies Private Limited. 2003 — 2004
Diploma
Alliance Francaise de Calcutta 2002 — 2003
Beginners Diploma
University of Calcutta 1999 — 2002
Bachelor of Arts (Honors/Major)
Northern Trust September 2011 - December 2013
TarrenPoint (formerly The Integrity Group) March 2011 - September 2011
Accenture June 2006 - May 2010
Omnivera Learning Solutions (formerly Aesthetic Technologies) January 2003 - June 2006
Skills
Instructional Design, Blended Learning, E-Learning, Information Architecture, Project Management, Learning Architecture, Flash, Content Management, Learning Management, Management, Instructor-led Training, Captivate, Strategy, Content Development, Talent Management, Leadership, Needs Analysis
Education
Symbiosis International University 2011 — 2012
Post Graduate Diploma
Mmi Labs, Aesthetic Technologies Private Limited. 2003 — 2004
Diploma
Alliance Francaise de Calcutta 2002 — 2003
Beginners Diploma
University of Calcutta 1999 — 2002
Bachelor of Arts (Honors/Major)
Kevin Henry Kevin Henry's Northern Trust Experience July 2007 - April 2014
Job Senior Vice President Commercial Lending at Bank of Tucson
Industry Banking
Experience
Bank of Tucson April 2014 - Present
Northern Trust July 2007 - April 2014
West Coast Bank February 1998 - June 2007
Allco Leasing May 1996 - February 1998
Copeland Lumberyards Inc. June 1992 - May 1996
Bank of America 1990 - 1992
U.S. Bank 1988 - 1990
Dun & Bradstreet 1987 - 1988
Skills
Microsoft Excel, Microsoft Word, Credit Analysis, Credit Risk, Financial Analysis, Commercial Lending, Commercial Real Estate, Private Banking, Team Leadership, Construction Loans, Residential Mortgages, Business Analysis, Communication, Close Attention to..., Timely Decision Making, Risk Management, Project Management, Community Development, Non-profit Volunteer, Mortgage Lending, Loans, Finance, Analysis, Banking, Credit, Portfolio Management, Commercial Banking, Management, Strategic Planning, Leadership
Education
Texas Christian University - M.J. Neeley School of Business 1984 — 1987
Bachelor of Business Administration, Finance with a Real Estate Concentration
Tulsa Memorial High School 1979 — 1983
Nashville Bellevue High School 1978 — 1979
Bank of Tucson April 2014 - Present
Northern Trust July 2007 - April 2014
West Coast Bank February 1998 - June 2007
Allco Leasing May 1996 - February 1998
Copeland Lumberyards Inc. June 1992 - May 1996
Bank of America 1990 - 1992
U.S. Bank 1988 - 1990
Dun & Bradstreet 1987 - 1988
Skills
Microsoft Excel, Microsoft Word, Credit Analysis, Credit Risk, Financial Analysis, Commercial Lending, Commercial Real Estate, Private Banking, Team Leadership, Construction Loans, Residential Mortgages, Business Analysis, Communication, Close Attention to..., Timely Decision Making, Risk Management, Project Management, Community Development, Non-profit Volunteer, Mortgage Lending, Loans, Finance, Analysis, Banking, Credit, Portfolio Management, Commercial Banking, Management, Strategic Planning, Leadership
Education
Texas Christian University - M.J. Neeley School of Business 1984 — 1987
Bachelor of Business Administration, Finance with a Real Estate Concentration
Tulsa Memorial High School 1979 — 1983
Nashville Bellevue High School 1978 — 1979
Charles Wondra, CTFA, CFP Charles Wondra, CTFA, CFP's Northern Trust Experience March 2002 - June 2006
Job Director at Abbot Downing
Industry Financial Services
Experience
Abbot Downing April 2012 - Present
Wells Fargo Family Wealth May 2008 - April 2012
JP Morgan Private Bank June 2006 - May 2008
Northern Trust March 2002 - June 2006
Federal Reserve Bank of Cleveland 1989 - 1996
Skills
Wealth Management, Asset Allocation, Asset Managment, Portfolio Management, Holistic Financial..., Charitable Gift Planning, Trust Management
Education
The University of Akron 1984 — 1989
Business Administration, Finance
Walsh Jesuit
Abbot Downing April 2012 - Present
Wells Fargo Family Wealth May 2008 - April 2012
JP Morgan Private Bank June 2006 - May 2008
Northern Trust March 2002 - June 2006
Federal Reserve Bank of Cleveland 1989 - 1996
Skills
Wealth Management, Asset Allocation, Asset Managment, Portfolio Management, Holistic Financial..., Charitable Gift Planning, Trust Management
Education
The University of Akron 1984 — 1989
Business Administration, Finance
Walsh Jesuit
Brady Burkle Brady Burkle's Northern Trust Experience February 2013 - February 2014
Job Senior Consultant Hedge Fund Services at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation February 2014 - Present
Northern Trust February 2013 - February 2014
Envestnet, Inc August 2012 - February 2013
Envestnet Asset Management August 2011 - August 2012
Wall Street Training November 2010 - November 2010
Adopt-a-School.org August 2007 - March 2008
West Geauga High School August 2004 - May 2006
Skills
Microsoft Office, Sales, Photoshop, Microsoft Excel, Financial Modeling, Investments, Dreamweaver, Banking, Web Design, MS Office Suite, HTML, JavaScript, PIA
Education
The Ohio State University 2006 — 2011
BS, Business Administration
The Ohio State University - The Max M. Fisher College of Business 2006 — 2011
Bachelors of Science, Business Administration
West Geauga High School 2002 — 2006
Northern Trust Corporation February 2014 - Present
Northern Trust February 2013 - February 2014
Envestnet, Inc August 2012 - February 2013
Envestnet Asset Management August 2011 - August 2012
Wall Street Training November 2010 - November 2010
Adopt-a-School.org August 2007 - March 2008
West Geauga High School August 2004 - May 2006
Skills
Microsoft Office, Sales, Photoshop, Microsoft Excel, Financial Modeling, Investments, Dreamweaver, Banking, Web Design, MS Office Suite, HTML, JavaScript, PIA
Education
The Ohio State University 2006 — 2011
BS, Business Administration
The Ohio State University - The Max M. Fisher College of Business 2006 — 2011
Bachelors of Science, Business Administration
West Geauga High School 2002 — 2006
Amber Ventura's Northern Trust Experience June 2007 - July 2011
Job
Industry Banking
Experience
Stearns Bank N.A. April 2014 - Present
Stearns Bank October 2013 - April 2014
Stearns Bank November 2012 - October 2013
American Momentum Bank July 2011 - August 2012
Northern Trust June 2007 - July 2011
SunTrust Bank January 2006 - April 2007
Commerce Bank and Trust June 2003 - May 2005
Skills
Coaching, Training, Sales, Banking, Account Management, Strategy, Microsoft Office, Commercial Banking, Negotiation, Retail Banking, Deposits, Auditing, Cash Management, Customer Service, Legal Research, Civil Litigation, Loans, Portfolio Management
Education
St. Petersburg College 2012 — 2013
Paralegal Studies
St. Petersburg College 2008 — 2012
Bachelor's Degree of Applied Science
Mt. Wachusett Community College 2002 — 2005
Associate's Degree
Stearns Bank N.A. April 2014 - Present
Stearns Bank October 2013 - April 2014
Stearns Bank November 2012 - October 2013
American Momentum Bank July 2011 - August 2012
Northern Trust June 2007 - July 2011
SunTrust Bank January 2006 - April 2007
Commerce Bank and Trust June 2003 - May 2005
Skills
Coaching, Training, Sales, Banking, Account Management, Strategy, Microsoft Office, Commercial Banking, Negotiation, Retail Banking, Deposits, Auditing, Cash Management, Customer Service, Legal Research, Civil Litigation, Loans, Portfolio Management
Education
St. Petersburg College 2012 — 2013
Paralegal Studies
St. Petersburg College 2008 — 2012
Bachelor's Degree of Applied Science
Mt. Wachusett Community College 2002 — 2005
Associate's Degree
Lino Campos's Northern Trust Experience March 2001 - May 2011
Job Portfolio Administration for BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management February 2014 - Present
Staffmark DBA BNY Mellon 2013 - February 2014
Guadian Care Services of Broward May 2011 - September 2013
Northern Trust March 2001 - May 2011
Skills
Accounting, Financial Reporting, Financial Analysis, Account Reconciliation, Sarbanes-Oxley Act, Internal Controls, Auditing, General Ledger, Accounts Payable, Financial Accounting, Financial Statements, Accounts Receivable, Variance Analysis, Cash Management, PeopleSoft, Managerial Finance, Finance, GAAP, Management, Human Resources, Invoicing, Asset Allocation, Asset Management, Banking, Equities, Fixed Income, Mutual Funds, Portfolio Management, Wealth Management, Investments, Financial Planning, Risk Management, Investment Management, Analysis, Financial Services
Education
St. Thomas University 2006 — 2007
Bachelor of Arts (B.A.), Organizational Leadership
BNY Mellon Wealth Management February 2014 - Present
Staffmark DBA BNY Mellon 2013 - February 2014
Guadian Care Services of Broward May 2011 - September 2013
Northern Trust March 2001 - May 2011
Skills
Accounting, Financial Reporting, Financial Analysis, Account Reconciliation, Sarbanes-Oxley Act, Internal Controls, Auditing, General Ledger, Accounts Payable, Financial Accounting, Financial Statements, Accounts Receivable, Variance Analysis, Cash Management, PeopleSoft, Managerial Finance, Finance, GAAP, Management, Human Resources, Invoicing, Asset Allocation, Asset Management, Banking, Equities, Fixed Income, Mutual Funds, Portfolio Management, Wealth Management, Investments, Financial Planning, Risk Management, Investment Management, Analysis, Financial Services
Education
St. Thomas University 2006 — 2007
Bachelor of Arts (B.A.), Organizational Leadership
Jim Holliman Jim Holliman's Northern Trust Experience March 2013 - Present
Job Senior Vice President Senior Lending Officer at Northern Trust
Industry Banking
Experience
Northern Trust March 2013 - Present
US Bank November 2009 - March 2013
San Diego National Bank November 1999 - October 2009
Tokai Bank July 1995 - November 1999
Union Bank August 1987 - July 1995
San Diego Trust and Savings Bank April 1984 - August 1987
Skills
Commercial Mortgages, Commercial Lending, Construction Loans, Loans, Small Business Lending, Commercial Banking, Credit Analysis, Loan Origination, Credit, Underwriting, Portfolio Management, Banking, Credit Risk, Real Estate Economics, Real Estate Financing, Relationship Management, Lines Of Credit, Asset Management
Education
Stanford University 1980 — 1984
Bachelor of Arts (B.A.), Political Science and Government
Poly High School
Northern Trust March 2013 - Present
US Bank November 2009 - March 2013
San Diego National Bank November 1999 - October 2009
Tokai Bank July 1995 - November 1999
Union Bank August 1987 - July 1995
San Diego Trust and Savings Bank April 1984 - August 1987
Skills
Commercial Mortgages, Commercial Lending, Construction Loans, Loans, Small Business Lending, Commercial Banking, Credit Analysis, Loan Origination, Credit, Underwriting, Portfolio Management, Banking, Credit Risk, Real Estate Economics, Real Estate Financing, Relationship Management, Lines Of Credit, Asset Management
Education
Stanford University 1980 — 1984
Bachelor of Arts (B.A.), Political Science and Government
Poly High School
Erin (Goldman) Harris Erin (Goldman) Harris's Northern Trust Experience June 2012 - June 2014
Job Sr Human Resources Generalist at Jackson National Asset Management, LLC
Industry Financial Services
Experience
Jackson National Asset Management, LLC November 2014 - Present
Northern Trust Corporation June 2014 - November 2014
Northern Trust June 2012 - June 2014
Northern Trust August 2011 - June 2012
Citadel Investment Group September 2010 - August 2011
HERE, a Nokia company April 2010 - September 2010
Optiver August 2008 - January 2010
Skills
Recruiting, Human Resources, Interviews, Technical Recruiting, Onboarding, Talent Management, Talent Acquisition, Performance Management, Organizational..., Leadership Development, Career Development, HR Consulting, Screening Resumes, Career Counseling, Strategy, Management
Education
The Chicago School of Professional Psychology 2008 — 2010
M.A., Industrial and Organizational Psychology
University of Iowa 2004 — 2008
B.A., Psychology
Jackson National Asset Management, LLC November 2014 - Present
Northern Trust Corporation June 2014 - November 2014
Northern Trust June 2012 - June 2014
Northern Trust August 2011 - June 2012
Citadel Investment Group September 2010 - August 2011
HERE, a Nokia company April 2010 - September 2010
Optiver August 2008 - January 2010
Skills
Recruiting, Human Resources, Interviews, Technical Recruiting, Onboarding, Talent Management, Talent Acquisition, Performance Management, Organizational..., Leadership Development, Career Development, HR Consulting, Screening Resumes, Career Counseling, Strategy, Management
Education
The Chicago School of Professional Psychology 2008 — 2010
M.A., Industrial and Organizational Psychology
University of Iowa 2004 — 2008
B.A., Psychology
Bryon Johnson, GLP, CCTE, GTP Bryon Johnson, GLP, CCTE, GTP's Northern Trust Experience June 2004 - Present
Job VP of Global Travel at Northern Trust
Industry Leisure, Travel & Tourism
Experience
Northern Trust June 2004 - Present
BCD Travel August 2000 - March 2004
BCD Travel August 1997 - August 2000
American Express July 1995 - May 1997
American Express August 1990 - May 1995
Skills
Expense Management, Vendor Relations, Account Management, Contract Management, Customer Relations, Contract Negotiation, Travel Management, Budgeting, Budgets, CRM, Customer Satisfaction, Business Travel, Customer Service, Hotels, Forecasting, Management, Negotiation, Operations Management, Pricing, Sales, Sales Management, Team Building, Vendor Management, Vendors, New Business Development
Education
The Ohio State University
Engineering
University of Houston
CCTE - Certified Corporate Travel Executive
University of Pennsylvania - The Wharton School
GLP - Global Leadership Professional Program Certification
Northern Trust June 2004 - Present
BCD Travel August 2000 - March 2004
BCD Travel August 1997 - August 2000
American Express July 1995 - May 1997
American Express August 1990 - May 1995
Skills
Expense Management, Vendor Relations, Account Management, Contract Management, Customer Relations, Contract Negotiation, Travel Management, Budgeting, Budgets, CRM, Customer Satisfaction, Business Travel, Customer Service, Hotels, Forecasting, Management, Negotiation, Operations Management, Pricing, Sales, Sales Management, Team Building, Vendor Management, Vendors, New Business Development
Education
The Ohio State University
Engineering
University of Houston
CCTE - Certified Corporate Travel Executive
University of Pennsylvania - The Wharton School
GLP - Global Leadership Professional Program Certification
Sanjee Singla Sanjee Singla's Northern Trust Experience June 2005 - August 2005
Job Founder at Apply.co
Industry Staffing and Recruiting
Experience
Apply.co November 2009 - Present
Healthcare Startup May 2009 - November 2009
Taylor-DeJongh October 2008 - May 2009
Collaboratory for Research on Global Projects March 2007 - December 2008
ADN Ventures January 2008 - October 2008
Collaboratory for Research on Global Projects September 2007 - October 2008
Minerva Consulting March 2007 - September 2007
The Concord Group June 2007 - August 2007
Stanford Graduate School of Business August 2006 - January 2007
Northern Trust June 2005 - August 2005
Skills
Entrepreneurship, Internet Entrepreneur, Internet Recruiting, Management Consulting, Consultancy, Strategic Consulting, Project Finance, Financial Modeling, Structuring, Structured Finance, Investment Banking, Incentives, Programming, Web Design, Ruby on Rails, JavaScript, jQuery, AJAX, MySQL, PostgreSQL, Access, HAML, HTML5, CSS, HTML + CSS, TextMate, MVC, Piano Performance, Business Strategy, Entrepreneur, Design Thinking, HTML, Analytics, Business Development, Competitive Analysis, Mergers & Acquisitions, Consulting, Mobile Applications, Analysis, Management, Venture Capital, Recruiting, Start-ups, Strategy, Marketing, Leadership
Education
Stanford University 2007 — 2008
MS, Management Science and Engineering
Stanford University 2003 — 2008
BA, Economics, Physics
Associated Board of the Royal Schools of Music (ABRSM) 2003 — 2003
DipABRSM, Piano
Guildhall School of Music and Drama (GSMD) 2002 — 2002
CertGSMD(P), Piano
Apply.co November 2009 - Present
Healthcare Startup May 2009 - November 2009
Taylor-DeJongh October 2008 - May 2009
Collaboratory for Research on Global Projects March 2007 - December 2008
ADN Ventures January 2008 - October 2008
Collaboratory for Research on Global Projects September 2007 - October 2008
Minerva Consulting March 2007 - September 2007
The Concord Group June 2007 - August 2007
Stanford Graduate School of Business August 2006 - January 2007
Northern Trust June 2005 - August 2005
Skills
Entrepreneurship, Internet Entrepreneur, Internet Recruiting, Management Consulting, Consultancy, Strategic Consulting, Project Finance, Financial Modeling, Structuring, Structured Finance, Investment Banking, Incentives, Programming, Web Design, Ruby on Rails, JavaScript, jQuery, AJAX, MySQL, PostgreSQL, Access, HAML, HTML5, CSS, HTML + CSS, TextMate, MVC, Piano Performance, Business Strategy, Entrepreneur, Design Thinking, HTML, Analytics, Business Development, Competitive Analysis, Mergers & Acquisitions, Consulting, Mobile Applications, Analysis, Management, Venture Capital, Recruiting, Start-ups, Strategy, Marketing, Leadership
Education
Stanford University 2007 — 2008
MS, Management Science and Engineering
Stanford University 2003 — 2008
BA, Economics, Physics
Associated Board of the Royal Schools of Music (ABRSM) 2003 — 2003
DipABRSM, Piano
Guildhall School of Music and Drama (GSMD) 2002 — 2002
CertGSMD(P), Piano
Christine Nicholl, SPHR's Northern Trust Experience November 2005 - February 2007
Job Organizational Development at Heitman
Industry Financial Services
Experience
Heitman June 2015 - Present
CME Group March 2007 - June 2015
Northern Trust November 2005 - February 2007
Vedior Professional Services January 1999 - November 2005
CME Group May 2005 - October 2005
Accenture February 2005 - April 2005
Sapphire Technology January 1999 - February 2005
Skills
Applicant Tracking..., Recruiting, HRIS, Interviews, Performance Management, Human Resources, Onboarding, Organizational..., Management
Education
Czech University of Life Sciences, Prague, Czech Republic
Summer Study Abroad Program - Agriculture
The Ohio State University
Bachelor of Arts, International Studies
Heitman June 2015 - Present
CME Group March 2007 - June 2015
Northern Trust November 2005 - February 2007
Vedior Professional Services January 1999 - November 2005
CME Group May 2005 - October 2005
Accenture February 2005 - April 2005
Sapphire Technology January 1999 - February 2005
Skills
Applicant Tracking..., Recruiting, HRIS, Interviews, Performance Management, Human Resources, Onboarding, Organizational..., Management
Education
Czech University of Life Sciences, Prague, Czech Republic
Summer Study Abroad Program - Agriculture
The Ohio State University
Bachelor of Arts, International Studies
Matt Tranowski Matt Tranowski's Northern Trust Experience November 2013 - Present
Job Client Relationship Manager at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation April 2015 - Present
Northern Trust November 2013 - Present
Northern Trust September 2012 - October 2013
Northern Trust Company February 2007 - September 2012
AEGON Corp. /Life Investors Financial Group November 2006 - February 2007
Skills
Investments, Equities, Portfolio Management, Alternative Investments, Private Equity, Valuation, Fixed Income, Mutual Funds, Finance, Asset Management, Wealth Management, Investment Management, Investment Advisory, Loans
Education
St. Ambrose University 2002 — 2006
BA, Finance and Economics
Northern Trust Corporation April 2015 - Present
Northern Trust November 2013 - Present
Northern Trust September 2012 - October 2013
Northern Trust Company February 2007 - September 2012
AEGON Corp. /Life Investors Financial Group November 2006 - February 2007
Skills
Investments, Equities, Portfolio Management, Alternative Investments, Private Equity, Valuation, Fixed Income, Mutual Funds, Finance, Asset Management, Wealth Management, Investment Management, Investment Advisory, Loans
Education
St. Ambrose University 2002 — 2006
BA, Finance and Economics
Erika Chopra Erika Chopra's Northern Trust Experience November 2013 - Present
Job Senior Associate, Wealth Advisory Services at Northern Trust
Industry Investment Management
Experience
Northern Trust November 2013 - Present
Avalon Advisors, LLC September 2011 - November 2013
Invesco Ltd. August 2010 - September 2011
Mercer Advisors September 2009 - August 2010
Vanguard December 2005 - September 2009
Skills
Windows 98 / 2000 /..., Individual,..., Development of Training..., Strategy and Problem..., Purchasing Management,..., Customer & Partner..., PowerPoint, Problem Solving, Strategy, Microsoft Excel, Inventory Control, Curriculum Design, Asset Managment, Wealth Management, Relationship Management, Investments, Leadership, Mutual Funds, Investment Management, Management, Finance, Operations Management, Hedge Funds, Asset Allocation, Training, Alternative Investments, Securities, Financial Markets, Investment Advisory, Financial Services, CRM, High Net Worth..., Wealth Management..., Portfolio Management, Asset Management
Education
Syracuse University 1998 — 2002
Bachelor of Arts (BA), Psychology & Sociology
The Derryfield School 1992 — 1998
Northern Trust November 2013 - Present
Avalon Advisors, LLC September 2011 - November 2013
Invesco Ltd. August 2010 - September 2011
Mercer Advisors September 2009 - August 2010
Vanguard December 2005 - September 2009
Skills
Windows 98 / 2000 /..., Individual,..., Development of Training..., Strategy and Problem..., Purchasing Management,..., Customer & Partner..., PowerPoint, Problem Solving, Strategy, Microsoft Excel, Inventory Control, Curriculum Design, Asset Managment, Wealth Management, Relationship Management, Investments, Leadership, Mutual Funds, Investment Management, Management, Finance, Operations Management, Hedge Funds, Asset Allocation, Training, Alternative Investments, Securities, Financial Markets, Investment Advisory, Financial Services, CRM, High Net Worth..., Wealth Management..., Portfolio Management, Asset Management
Education
Syracuse University 1998 — 2002
Bachelor of Arts (BA), Psychology & Sociology
The Derryfield School 1992 — 1998
Bruce Friedman Bruce Friedman's Northern Trust Experience 1989 - 2007
Job Vice President at GCG Financial
Industry Financial Services
Experience
GCG Financial May 2008 - Present
Northern Trust 1989 - 2007
Skills
Trusts, Estate Planning, Series 7, Investments, Securities, Wealth Management, Retirement Planning, Portfolio Management, Mutual Funds, Insurance, Asset Allocation, Investment Advisory, Strategic Financial..., Asset Management, Investment Strategies, Wealth Management..., Life Insurance, Disability Insurance, Long-term Care, Employee Benefits, High Net Worth..., Term Life Insurance, Retirement, Financial Advisory, 401k, Finance, Health Insurance
Education
Syracuse University 1983 — 1987
GCG Financial May 2008 - Present
Northern Trust 1989 - 2007
Skills
Trusts, Estate Planning, Series 7, Investments, Securities, Wealth Management, Retirement Planning, Portfolio Management, Mutual Funds, Insurance, Asset Allocation, Investment Advisory, Strategic Financial..., Asset Management, Investment Strategies, Wealth Management..., Life Insurance, Disability Insurance, Long-term Care, Employee Benefits, High Net Worth..., Term Life Insurance, Retirement, Financial Advisory, 401k, Finance, Health Insurance
Education
Syracuse University 1983 — 1987
Bill Camp Bill Camp's Northern Trust Experience April 1988 - Present
Job Senior Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust April 1988 - Present
Skills
Leadership, Asset Allocation, Asset Managment, Wealth Management, Investments, Alternative Investments, Equities, Securities, Asset Management, Investment Management, Retirement Planning, Vendor Management, Mutual Funds, Series 7, Portfolio Management, Strategic Planning, Investment Strategies, Estate Planning, Fishing, Wealth Management..., Hedge Funds, High Net Worth..., Investment Advisory, Series 63
Education
The George Washington University - School of Business 1985 — 1987
Master of Business Administration (M.B.A.), Finance and Investments
Wake Forest University 1977 — 1981
Bachelor of Arts (B.A.), History
Northern Trust April 1988 - Present
Skills
Leadership, Asset Allocation, Asset Managment, Wealth Management, Investments, Alternative Investments, Equities, Securities, Asset Management, Investment Management, Retirement Planning, Vendor Management, Mutual Funds, Series 7, Portfolio Management, Strategic Planning, Investment Strategies, Estate Planning, Fishing, Wealth Management..., Hedge Funds, High Net Worth..., Investment Advisory, Series 63
Education
The George Washington University - School of Business 1985 — 1987
Master of Business Administration (M.B.A.), Finance and Investments
Wake Forest University 1977 — 1981
Bachelor of Arts (B.A.), History
Kathy Magee Kathy Magee's Northern Trust Experience 1994 - 1998
Job SVP, Corporate Banking at Amegy Bank
Industry Financial Services
Experience
Amegy Bank July 2015 - Present
Amegy Bank of Texas February 2010 - Present
Bank of Texas 2002 - 2009
Compass Bank 1999 - 2002
Northern Trust 1994 - 1998
Skills
Commercial Banking, Private Banking, Loans, Credit Analysis, Credit, Banking, Small Business Lending, Mortgage Lending, Underwriting, Credit Risk, Financial Analysis, Lines Of Credit, Loan Origination, Wealth Management, Financial Modeling, Finance, Commercial Lending, Consumer Lending, Financial Structuring
Education
Texas A&M University 1979 — 1983
BBA, Finance
Westchester High School
Amegy Bank July 2015 - Present
Amegy Bank of Texas February 2010 - Present
Bank of Texas 2002 - 2009
Compass Bank 1999 - 2002
Northern Trust 1994 - 1998
Skills
Commercial Banking, Private Banking, Loans, Credit Analysis, Credit, Banking, Small Business Lending, Mortgage Lending, Underwriting, Credit Risk, Financial Analysis, Lines Of Credit, Loan Origination, Wealth Management, Financial Modeling, Finance, Commercial Lending, Consumer Lending, Financial Structuring
Education
Texas A&M University 1979 — 1983
BBA, Finance
Westchester High School
Chi Xie Chi Xie's Northern Trust Experience August 2013 - February 2014
Job Software Engineer at Liaison Technologies
Industry Information Technology and Services
Experience
Liaison Technologies January 2014 - Present
Northern Trust August 2013 - February 2014
Veracity Payment Solutions January 2013 - September 2013
University of Georgia June 2008 - December 2012
AirSage October 2011 - May 2012
University of Georgia August 2007 - May 2008
Texas Tech University August 2004 - August 2007
Texas Tech University August 2004 - August 2007
Skills
Bioinformatics, Python, R, Machine Learning, SQL, Java, Linux, Programming, Software Development, Database Administration, C++, Databases, JavaScript, Eclipse, SAS programming, Data Analysis, Algorithms, JavaSE, Data Mining, Web Services, Web Applications, JBPM, Perl, PostgreSQL, Database Design, Statistics, Computational Biology, XML, Software Engineering, Oracle SQL, Workflow Applications, Agile Methodologies, Spring Framework, MySQL, PHP, HTML, Java Enterprise Edition, Web Development, Big Data
Education
The University of Georgia 2007 — 2012
Doctor of Philosophy (PhD), Bioinformatics
Texas Tech University 2004 — 2007
Master of Science (M.S.)
Liaison Technologies January 2014 - Present
Northern Trust August 2013 - February 2014
Veracity Payment Solutions January 2013 - September 2013
University of Georgia June 2008 - December 2012
AirSage October 2011 - May 2012
University of Georgia August 2007 - May 2008
Texas Tech University August 2004 - August 2007
Texas Tech University August 2004 - August 2007
Skills
Bioinformatics, Python, R, Machine Learning, SQL, Java, Linux, Programming, Software Development, Database Administration, C++, Databases, JavaScript, Eclipse, SAS programming, Data Analysis, Algorithms, JavaSE, Data Mining, Web Services, Web Applications, JBPM, Perl, PostgreSQL, Database Design, Statistics, Computational Biology, XML, Software Engineering, Oracle SQL, Workflow Applications, Agile Methodologies, Spring Framework, MySQL, PHP, HTML, Java Enterprise Edition, Web Development, Big Data
Education
The University of Georgia 2007 — 2012
Doctor of Philosophy (PhD), Bioinformatics
Texas Tech University 2004 — 2007
Master of Science (M.S.)
Jeffrey W. Dentler's Northern Trust Experience October 2000 - March 2003
Job Senior Vice President at SunTrust Bank
Industry Banking
Experience
SunTrust Bank March 2003 - Present
Northern Trust October 2000 - March 2003
Bank of America March 1995 - September 2000
Skills
CTFA, Trust Services, Wealth Management..., Trust Management, Risk Management, Wealth Management, Leadership, Team Leadership, Private Banking, Banking, Management, Human Resources, High Net Worth..., Financial Services, Retirement Planning, Loans, Relationship Management, Investment Management, Strategic Financial..., Treasury Management, Credit Analysis, Investment Strategies
Education
Susquehanna University 1981 — 1985
BA, Political Science
University of Richmond - Robins School of Business 2010 — 2010
Mini MBA Cert, Business
Mechanicsburg HS 1977 — 1981
SunTrust Bank March 2003 - Present
Northern Trust October 2000 - March 2003
Bank of America March 1995 - September 2000
Skills
CTFA, Trust Services, Wealth Management..., Trust Management, Risk Management, Wealth Management, Leadership, Team Leadership, Private Banking, Banking, Management, Human Resources, High Net Worth..., Financial Services, Retirement Planning, Loans, Relationship Management, Investment Management, Strategic Financial..., Treasury Management, Credit Analysis, Investment Strategies
Education
Susquehanna University 1981 — 1985
BA, Political Science
University of Richmond - Robins School of Business 2010 — 2010
Mini MBA Cert, Business
Mechanicsburg HS 1977 — 1981
Alison Hefele Bonney Alison Hefele Bonney's Northern Trust Experience November 2010 - Present
Job
Industry Investment Management
Experience
Northern Trust November 2010 - Present
JP Morgan September 2009 - July 2010
Hirtle, Callaghan & Co. May 2000 - June 2009
Security Capital Group January 1995 - January 2000
Prudential Insurance Company January 1990 - December 1994
McKinsey & Co. September 1985 - December 1990
Skills
Endowments, Portfolio Management, Asset Managment, Investments, Private Equity, Financial Analysis, Financial Modeling, Alternative Investments, Asset Allocation, Hedge Funds, Equities, Fixed Income, Asset Management, Risk Management, Investment Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1983 — 1985
M.B.A.
Wellesley College 1977 — 1981
B.A.
Northern Trust November 2010 - Present
JP Morgan September 2009 - July 2010
Hirtle, Callaghan & Co. May 2000 - June 2009
Security Capital Group January 1995 - January 2000
Prudential Insurance Company January 1990 - December 1994
McKinsey & Co. September 1985 - December 1990
Skills
Endowments, Portfolio Management, Asset Managment, Investments, Private Equity, Financial Analysis, Financial Modeling, Alternative Investments, Asset Allocation, Hedge Funds, Equities, Fixed Income, Asset Management, Risk Management, Investment Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1983 — 1985
M.B.A.
Wellesley College 1977 — 1981
B.A.
Denise Grunder Denise Grunder's Northern Trust Experience August 2013 - Present
Job Marketing and Communications Professional
Industry Investment Management
Experience
Northern Trust August 2013 - Present
Skills
Marketing Communications, Corporate Communications, Internal Communications, Copywriting, Editing, Graphic Design, Web Project Management, Web Design, Web Content, keyword research, SEO, SEM, Social Media, Online Advertising, Marketing, Marketing Strategy, Integrated Marketing, Social Media Marketing, Email Marketing, Direct Marketing, Direct Mail, Advertising, Public Relations, Media Relations, Adobe Creative Suite, Event Planning, Fundraising, Community Outreach, Strategy, E-commerce, Blogging, Leadership, Project Management
Education
The University of San Francisco 2011 — 2011
Master Certificate
State University of New York College at Oneonta 1982 — 1986
Bachelor of Science
Northern Trust August 2013 - Present
Skills
Marketing Communications, Corporate Communications, Internal Communications, Copywriting, Editing, Graphic Design, Web Project Management, Web Design, Web Content, keyword research, SEO, SEM, Social Media, Online Advertising, Marketing, Marketing Strategy, Integrated Marketing, Social Media Marketing, Email Marketing, Direct Marketing, Direct Mail, Advertising, Public Relations, Media Relations, Adobe Creative Suite, Event Planning, Fundraising, Community Outreach, Strategy, E-commerce, Blogging, Leadership, Project Management
Education
The University of San Francisco 2011 — 2011
Master Certificate
State University of New York College at Oneonta 1982 — 1986
Bachelor of Science
Jonathan Brookshire Jonathan Brookshire's Northern Trust Experience March 1998 - January 2011
Job Client Advisor at Seaside National Bank & Trust
Industry Financial Services
Experience
Seaside National Bank & Trust September 2012 - Present
Wells Fargo January 2011 - September 2012
Northern Trust March 1998 - January 2011
Barnett Bank October 1993 - March 1998
First Union September 1990 - October 1993
Southeast Bank NA April 1986 - September 1990
Skills
Wealth Management, Private Banking, Credit, Commercial Lending, Small Business Lending, Banking, Commercial Banking, Credit Analysis, Loans, Series 7, Mortgage Lending, Consumer Lending, Securities, Investments, Commercial Mortgages, Wealth Management..., Wealth, Mutual Funds
Education
The College of Wooster 1981 — 1985
BA, History
Seaside National Bank & Trust September 2012 - Present
Wells Fargo January 2011 - September 2012
Northern Trust March 1998 - January 2011
Barnett Bank October 1993 - March 1998
First Union September 1990 - October 1993
Southeast Bank NA April 1986 - September 1990
Skills
Wealth Management, Private Banking, Credit, Commercial Lending, Small Business Lending, Banking, Commercial Banking, Credit Analysis, Loans, Series 7, Mortgage Lending, Consumer Lending, Securities, Investments, Commercial Mortgages, Wealth Management..., Wealth, Mutual Funds
Education
The College of Wooster 1981 — 1985
BA, History
Heather Forbes Heather Forbes's Northern Trust Experience 1997 - February 1999
Job North America Accounting Manager at Elizabeth Arden
Industry Cosmetics
Experience
Elizabeth Arden August 2001 - Present
The Sanborn Map Company March 1999 - July 2001
Northern Trust 1997 - February 1999
Skills
Accounting, JD Edwards, Financial Reporting, Finance, Auditing, US GAAP, Financials, Hyperion HFM, Business Objects, Microsoft Office, Fixed Assets, Hyperion Enterprise, Hyperion, Financial Systems, Management Reporting, AS400 system, Beauty Industry, Management, Sarbanes-Oxley Act, Internal Controls, Business Intelligence, General Ledger, Accounts Receivable, Journal Entries, Budget Process, Forecasting, Analysis, Financial Analysis, Account Reconciliation, Microsoft Excel
Education
SUNY Oswego 1990 — 1994
Accounting
Dover Jr.-Sr. High School 1986 — 1990
Elizabeth Arden August 2001 - Present
The Sanborn Map Company March 1999 - July 2001
Northern Trust 1997 - February 1999
Skills
Accounting, JD Edwards, Financial Reporting, Finance, Auditing, US GAAP, Financials, Hyperion HFM, Business Objects, Microsoft Office, Fixed Assets, Hyperion Enterprise, Hyperion, Financial Systems, Management Reporting, AS400 system, Beauty Industry, Management, Sarbanes-Oxley Act, Internal Controls, Business Intelligence, General Ledger, Accounts Receivable, Journal Entries, Budget Process, Forecasting, Analysis, Financial Analysis, Account Reconciliation, Microsoft Excel
Education
SUNY Oswego 1990 — 1994
Accounting
Dover Jr.-Sr. High School 1986 — 1990
Christi Martin Christi Martin's Northern Trust Experience September 2006 - August 2012
Job Commercial Real Estate Lending Assistant
Industry Financial Services
Experience
Frost Bank August 2012 - Present
The Down Syndrome Association of Central Texas January 2010 - December 2012
Northern Trust September 2006 - August 2012
Skills
Non-profits, Strategic Planning, Community Outreach, Social Media, Marketing Strategy, Public Relations, Volunteer Management, Marketing, Program Management, Social Media Marketing, Research, Event Planning, Nonprofits, Project Management, Customer Service, Microsoft Office, Event Management, Microsoft Excel, Budgets, Fundraising, Public Speaking, Social Networking, Data Analysis, Training, Team Building, Leadership, Account Management, Business Development, Leadership Development, Management, Marketing Communications, Cross-functional Team..., Microsoft Word, Outlook, PowerPoint, New Business Development, Program Development, Project Planning, Strategy, Spanish, Sales, Process Improvement, Grant Writing, Facebook, Entrepreneurship, Contract Negotiation, Team Leadership, Change Management
Education
Texas State University-San Marcos
Mass Communication-Public Relations, Mass Communication
Frost Bank August 2012 - Present
The Down Syndrome Association of Central Texas January 2010 - December 2012
Northern Trust September 2006 - August 2012
Skills
Non-profits, Strategic Planning, Community Outreach, Social Media, Marketing Strategy, Public Relations, Volunteer Management, Marketing, Program Management, Social Media Marketing, Research, Event Planning, Nonprofits, Project Management, Customer Service, Microsoft Office, Event Management, Microsoft Excel, Budgets, Fundraising, Public Speaking, Social Networking, Data Analysis, Training, Team Building, Leadership, Account Management, Business Development, Leadership Development, Management, Marketing Communications, Cross-functional Team..., Microsoft Word, Outlook, PowerPoint, New Business Development, Program Development, Project Planning, Strategy, Spanish, Sales, Process Improvement, Grant Writing, Facebook, Entrepreneurship, Contract Negotiation, Team Leadership, Change Management
Education
Texas State University-San Marcos
Mass Communication-Public Relations, Mass Communication
Neera Patel's Northern Trust Experience November 1997 - August 1998
Job Derivatives Operations Supervisor and Bank Officer at Federal Home Loan Bank of Atlanta
Industry Banking
Experience
Federal Home Loan Bank of Atlanta July 2014 - Present
MEAG Power September 2013 - July 2014
GenOn Energy 1998 - 2013
Northern Trust November 1997 - August 1998
BISYS Fund Services 1996 - 1997
Skills
Portfolio Management, Trading, Investments, Finance, Valuation, Financial Risk, Energy, Energy Markets, Forecasting, Power Trading, PJM, Hedging, Commodity Markets, Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 1992 — 1996
Bachelor of Science in Business Administration, Economics, specializing in money markets and banking.
Federal Home Loan Bank of Atlanta July 2014 - Present
MEAG Power September 2013 - July 2014
GenOn Energy 1998 - 2013
Northern Trust November 1997 - August 1998
BISYS Fund Services 1996 - 1997
Skills
Portfolio Management, Trading, Investments, Finance, Valuation, Financial Risk, Energy, Energy Markets, Forecasting, Power Trading, PJM, Hedging, Commodity Markets, Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 1992 — 1996
Bachelor of Science in Business Administration, Economics, specializing in money markets and banking.
Dewain Hill Dewain Hill's Northern Trust Experience June 2009 - Present
Job Chief Banking Officer at Northern Trust
Industry Financial Services
Experience
Northern Trust June 2009 - Present
Northern Trust November 1996 - June 2009
Bent Tree National Bank December 1987 - November 1996
Education
Texas Christian University 1970 — 1974
Bachelor of Business Administration (BBA), Accounting
Northern Trust June 2009 - Present
Northern Trust November 1996 - June 2009
Bent Tree National Bank December 1987 - November 1996
Education
Texas Christian University 1970 — 1974
Bachelor of Business Administration (BBA), Accounting
Alexander Hills's Northern Trust Experience May 2010 - July 2010
Job Global Automation Integration Leader
Industry Information Technology and Services
Experience
IBM Global Business Services August 2011 - Present
NORTHERN TRUST May 2010 - July 2010
WELLS FARGO May 2009 - August 2009
Skills
Leadership, Management, Financial Analysis, Process Improvement, Consulting, Business Analysis, Strategy, Project Management, Profit Maximization, SDLC, Margin Expansion, Thought Leadership, Innovation, Business Development
Education
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration, Concentration in International Business, Cum Laude
ST. CLARE'S INTERNATIONAL COLLEGE 2006 — 2006
Lake Forest Academy 2003 — 2005
High School Diploma
IBM Global Business Services August 2011 - Present
NORTHERN TRUST May 2010 - July 2010
WELLS FARGO May 2009 - August 2009
Skills
Leadership, Management, Financial Analysis, Process Improvement, Consulting, Business Analysis, Strategy, Project Management, Profit Maximization, SDLC, Margin Expansion, Thought Leadership, Innovation, Business Development
Education
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration, Concentration in International Business, Cum Laude
ST. CLARE'S INTERNATIONAL COLLEGE 2006 — 2006
Lake Forest Academy 2003 — 2005
High School Diploma
Nick Ceglia Nick Ceglia's Northern Trust Experience February 1999 - August 2007
Job Inside Sales at Shredit
Industry Information Services
Experience
Shred-it May 2011 - Present
Sovran Self Storage April 2010 - April 2011
The Guardian Life Insurance Company of America September 2007 - August 2008
Northern Trust February 1999 - August 2007
Education
SUNY Fredonia 1991 — 1995
Bachelor of Science (B.S.), Business Adminstration
Shred-it May 2011 - Present
Sovran Self Storage April 2010 - April 2011
The Guardian Life Insurance Company of America September 2007 - August 2008
Northern Trust February 1999 - August 2007
Education
SUNY Fredonia 1991 — 1995
Bachelor of Science (B.S.), Business Adminstration
Charlie Hulley Charlie Hulley's Northern Trust Experience September 2005 - September 2007
Job Executive Director at JP Morgan
Industry Investment Management
Experience
J.P. Morgan December 2011 - Present
HSBC Private Bank 2007 - December 2011
Northern Trust September 2005 - September 2007
Adams Harkness (now Canaccord Genuity) 2002 - 2005
Yipes Enterprise Services(acquired by Reliance Telecom) 1999 - 2002
Mitsui & Co., Ltd. 1988 - 1998
Brown Brothers Harriman 1986 - 1988
Skills
Investments, Private Equity, Equities, Investment Management, Asset Management, Business Development, Investment Banking, Portfolio Management, Asset Managment, Alternative Investments, Wealth Management, Strategic Partnerships, Private Banking, Risk Management, Financial Services, Relationship Management, Hedge Funds
Education
St. Albans
The George Washington University - School of Business
MBA
University of California, Berkeley
BA
J.P. Morgan December 2011 - Present
HSBC Private Bank 2007 - December 2011
Northern Trust September 2005 - September 2007
Adams Harkness (now Canaccord Genuity) 2002 - 2005
Yipes Enterprise Services(acquired by Reliance Telecom) 1999 - 2002
Mitsui & Co., Ltd. 1988 - 1998
Brown Brothers Harriman 1986 - 1988
Skills
Investments, Private Equity, Equities, Investment Management, Asset Management, Business Development, Investment Banking, Portfolio Management, Asset Managment, Alternative Investments, Wealth Management, Strategic Partnerships, Private Banking, Risk Management, Financial Services, Relationship Management, Hedge Funds
Education
St. Albans
The George Washington University - School of Business
MBA
University of California, Berkeley
BA
Jacqueline Gabbidon, CPWA® Jacqueline Gabbidon, CPWA®'s Northern Trust Experience February 2007 - Present
Job Senior Trust Relationship Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust February 2007 - Present
Klein & Pollack, LLP April 2003 - February 2007
Thompson Coe June 2000 - March 2003
Education
Southern Methodist University Dedman School of Law 1993 — 1997
JD, LL.M, Law (Taxation)
The University of Connecticut 1984 — 1987
BA, Communication Sciences
Northern Trust February 2007 - Present
Klein & Pollack, LLP April 2003 - February 2007
Thompson Coe June 2000 - March 2003
Education
Southern Methodist University Dedman School of Law 1993 — 1997
JD, LL.M, Law (Taxation)
The University of Connecticut 1984 — 1987
BA, Communication Sciences
Adina Hirsch Adina Hirsch's Northern Trust Experience April 2011 - June 2013
Job Healthcare Strategy Consultant
Industry Biotechnology
Experience
PwC August 2015 - Present
USC Marshall School of Business August 2013 - May 2015
Genentech May 2014 - August 2014
Northern Trust April 2011 - June 2013
Adina Hirsch Consulting Services August 2010 - April 2011
Regional and Country Support, Global Health Bureau, USAID January 2009 - September 2010
USAID September 2009 - January 2010
Regional and Country Support, Global Health Bureau, USAID June 2008 - December 2008
National Strategies, Inc January 2006 - May 2006
Skills
Strategic Planning, Strategy, Marketing, Strategic Communications, Leadership, Biotechnology, International..., Social Media Marketing, Community Outreach, Program Development, Nonprofits, Corporate Social..., Social Media, Marketing Events, Global Public Health, Public Health, Research, PowerPoint, Project Planning, Spanish, Budgets, Federal Government, Establishing New..., Program Management
Education
University of Southern California - Marshall School of Business 2013 — 2015
Master of Business Administration (MBA), Certificate in Marketing
The George Washington University 2004 — 2008
B.A., Latin American Studies and Spanish Language and Literature
PwC August 2015 - Present
USC Marshall School of Business August 2013 - May 2015
Genentech May 2014 - August 2014
Northern Trust April 2011 - June 2013
Adina Hirsch Consulting Services August 2010 - April 2011
Regional and Country Support, Global Health Bureau, USAID January 2009 - September 2010
USAID September 2009 - January 2010
Regional and Country Support, Global Health Bureau, USAID June 2008 - December 2008
National Strategies, Inc January 2006 - May 2006
Skills
Strategic Planning, Strategy, Marketing, Strategic Communications, Leadership, Biotechnology, International..., Social Media Marketing, Community Outreach, Program Development, Nonprofits, Corporate Social..., Social Media, Marketing Events, Global Public Health, Public Health, Research, PowerPoint, Project Planning, Spanish, Budgets, Federal Government, Establishing New..., Program Management
Education
University of Southern California - Marshall School of Business 2013 — 2015
Master of Business Administration (MBA), Certificate in Marketing
The George Washington University 2004 — 2008
B.A., Latin American Studies and Spanish Language and Literature
Cindy Bischof's Northern Trust Experience May 2008 - June 2013
Job Stay at Home Mom
Industry Banking
Experience
Stay at Home Mom June 2013 - Present
Northern Trust May 2008 - June 2013
Bank of America (formerly LaSalle Bank) August 2005 - May 2008
Ernst & Young January 2004 - August 2005
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA
The Ohio State University Fisher College of Business 2003 — 2003
Masters, Accounting
Vanderbilt University 1998 — 2002
BA, Economics
Stay at Home Mom June 2013 - Present
Northern Trust May 2008 - June 2013
Bank of America (formerly LaSalle Bank) August 2005 - May 2008
Ernst & Young January 2004 - August 2005
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA
The Ohio State University Fisher College of Business 2003 — 2003
Masters, Accounting
Vanderbilt University 1998 — 2002
BA, Economics
James Bridgman's Northern Trust Experience November 2012 - Present
Job Regional Director Northern Trust Global Family & Private Investment Offices
Industry Financial Services
Experience
Northern Trust November 2012 - Present
Northern Trust Company December 2009 - November 2012
Citi Private Bank October 2006 - January 2010
Northern Trust Global Investments 1995 - 2006
Aetna Capital Management 1986 - 1995
Skills
Wealth Management, Alternative Investments, Series 7, Wealth Management..., Mutual Funds, Asset Managment, High Net Worth..., Investments, Series 63, Investment Management, Equities, Finance, Financial Services, Fixed Income, Financial Advisory, Investment Advisory, Private Banking, Securities, Investment Strategies, Asset Management, Morningstar, Asset Allocation, Hedge Funds
Education
Texas Tech University - Rawls College of Business 1982 — 1986
Bachelor of Business Administration (B.B.A.), Finance, General
Northern Trust November 2012 - Present
Northern Trust Company December 2009 - November 2012
Citi Private Bank October 2006 - January 2010
Northern Trust Global Investments 1995 - 2006
Aetna Capital Management 1986 - 1995
Skills
Wealth Management, Alternative Investments, Series 7, Wealth Management..., Mutual Funds, Asset Managment, High Net Worth..., Investments, Series 63, Investment Management, Equities, Finance, Financial Services, Fixed Income, Financial Advisory, Investment Advisory, Private Banking, Securities, Investment Strategies, Asset Management, Morningstar, Asset Allocation, Hedge Funds
Education
Texas Tech University - Rawls College of Business 1982 — 1986
Bachelor of Business Administration (B.B.A.), Finance, General
Elizabeth Fischer Elizabeth Fischer's Northern Trust Experience April 2013 - June 2014
Job Senior Account Manager at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation May 2015 - Present
Deutsche Bank July 2014 - May 2015
Northern Trust April 2013 - June 2014
Northern Trust Company October 2011 - April 2013
Northern Trust Company April 2009 - October 2011
Northern Trust Company July 2007 - April 2009
Northern Trust Company June 2005 - July 2007
Skills
Finance, Management, Accounting, Analysis, Mutual Funds, Due Diligence, Software Documentation, Securities, Wealth Management, Time Management, Databases, Financial Services, Financial Reporting, Risk Management
Education
St. Ambrose University 2001 — 2005
Bachelor of Arts, Business Management
St. Ambrose University 2001 — 2005
Business Administration and Management, General
St. Ambrose University 2001 — 2005
Bachelor's Degree, Business Administration and Management, General
Northern Trust Corporation May 2015 - Present
Deutsche Bank July 2014 - May 2015
Northern Trust April 2013 - June 2014
Northern Trust Company October 2011 - April 2013
Northern Trust Company April 2009 - October 2011
Northern Trust Company July 2007 - April 2009
Northern Trust Company June 2005 - July 2007
Skills
Finance, Management, Accounting, Analysis, Mutual Funds, Due Diligence, Software Documentation, Securities, Wealth Management, Time Management, Databases, Financial Services, Financial Reporting, Risk Management
Education
St. Ambrose University 2001 — 2005
Bachelor of Arts, Business Management
St. Ambrose University 2001 — 2005
Business Administration and Management, General
St. Ambrose University 2001 — 2005
Bachelor's Degree, Business Administration and Management, General
Keith Laycock Keith Laycock's Northern Trust Experience May 2013 - Present
Job Senior Managing Director Wealth Advisory at Northern Trust
Industry Investment Management
Experience
Northern Trust May 2013 - Present
Bank of Texas March 2012 - April 2013
US Trust March 1999 - December 2011
Sanford C. Bernstein August 1995 - March 1999
Southwest Corporate Federal Credit Union August 1990 - August 1995
Skills
Portfolio Management, Asset Allocation, Tactical Asset..., Comprehensive Wealth..., Investment Management, Finance, Wealth Management, Wealth Management..., Mutual Funds, Investments, Leadership, Wealth, Management, Alternative Investments, Investment Advisory, Asset Management, High Net Worth...
Education
Texas Tech University
MBA
The University of Texas at Austin
BBA, Finance
Northern Trust May 2013 - Present
Bank of Texas March 2012 - April 2013
US Trust March 1999 - December 2011
Sanford C. Bernstein August 1995 - March 1999
Southwest Corporate Federal Credit Union August 1990 - August 1995
Skills
Portfolio Management, Asset Allocation, Tactical Asset..., Comprehensive Wealth..., Investment Management, Finance, Wealth Management, Wealth Management..., Mutual Funds, Investments, Leadership, Wealth, Management, Alternative Investments, Investment Advisory, Asset Management, High Net Worth...
Education
Texas Tech University
MBA
The University of Texas at Austin
BBA, Finance
Lisa Koza's Northern Trust Experience January 2005 - Present
Job Senior Vice President and Senior Commercial Lending Relationship ManagerWealth ManagementEast Region at Northern Trust
Industry Financial Services
Experience
Northern Trust January 2005 - Present
SunTrust Bank 1999 - 2005
Bank of America (f/k/a NationsBank) April 1996 - March 1999
Skills
Loans, Commercial Real Estate, Commercial Lending, Aircraft Finance, Credit, Wealth Management, Banking, Private Banking, Mortgage Lending, Leadership, Non-profit Volunteer, Management, Investments, Private Equity, Finance
Education
University of Oklahoma
Bachelor of Arts (B.A.), Psychology
Texas A&M University
Psychology
Northern Trust January 2005 - Present
SunTrust Bank 1999 - 2005
Bank of America (f/k/a NationsBank) April 1996 - March 1999
Skills
Loans, Commercial Real Estate, Commercial Lending, Aircraft Finance, Credit, Wealth Management, Banking, Private Banking, Mortgage Lending, Leadership, Non-profit Volunteer, Management, Investments, Private Equity, Finance
Education
University of Oklahoma
Bachelor of Arts (B.A.), Psychology
Texas A&M University
Psychology
Swathi Chaturvedi's Northern Trust Experience December 2010 - December 2012
Job Graduate Student CU Boulder
Industry Management Consulting
Experience
Goldman Sachs November 2013 - June 2014
Northern Trust December 2010 - December 2012
Chemco Engineers June 2009 - December 2010
R.S.Consultants January 2010 - February 2010
Skills
Cash Management, Foreign Exchange, Payments, Financial Analysis, Financial Risk, Finance, Forex, Client servicing, SAP FICO, SWIFT, Investments, Risk Management, Accounting, Statistics, Risk, Economics, Microsoft Office, Reconciliation, Funding, TLM, Bookkeeping, Business Communications, Custodian Operations, Exotic Currency..., Manage Client..., Middle Office, Trade Economics, Data Analytics, SAS Programming, R, SQL, C++, Java
Education
University of Colorado Boulder - Leeds School of Business 2015 — 2016
Master’s Degree, Business Analytics / Data Science
Sri Bhagawan Mahaveer Jain College 2006 — 2009
Bachelor in Business Management, Finance, International Business, Financial Markets, Financial Mgmt, Strategic Mgmt, International Finance
Sri Bhagawan Mahaveer Jain College 2004 — 2006
Pre-Uni, Commerce, Math, Statistics, Accountancy, Sanskrit & English
Carmel School Padmanabhnagar 1994 — 2004
Secondary School Leaving Certificate, Sanskrit, English, Kannada, Math, Science.Blessing in disguise-Humility, compassion and self-sufficiency!
Goldman Sachs November 2013 - June 2014
Northern Trust December 2010 - December 2012
Chemco Engineers June 2009 - December 2010
R.S.Consultants January 2010 - February 2010
Skills
Cash Management, Foreign Exchange, Payments, Financial Analysis, Financial Risk, Finance, Forex, Client servicing, SAP FICO, SWIFT, Investments, Risk Management, Accounting, Statistics, Risk, Economics, Microsoft Office, Reconciliation, Funding, TLM, Bookkeeping, Business Communications, Custodian Operations, Exotic Currency..., Manage Client..., Middle Office, Trade Economics, Data Analytics, SAS Programming, R, SQL, C++, Java
Education
University of Colorado Boulder - Leeds School of Business 2015 — 2016
Master’s Degree, Business Analytics / Data Science
Sri Bhagawan Mahaveer Jain College 2006 — 2009
Bachelor in Business Management, Finance, International Business, Financial Markets, Financial Mgmt, Strategic Mgmt, International Finance
Sri Bhagawan Mahaveer Jain College 2004 — 2006
Pre-Uni, Commerce, Math, Statistics, Accountancy, Sanskrit & English
Carmel School Padmanabhnagar 1994 — 2004
Secondary School Leaving Certificate, Sanskrit, English, Kannada, Math, Science.Blessing in disguise-Humility, compassion and self-sufficiency!
Ashley Renee Evans Ashley Renee Evans's Northern Trust Experience August 2010 - June 2013
Job CoFounder + CEO at GLAMSTAND, Inc.
Industry Consumer Services
Experience
GLAMSTAND, Inc. January 2015 - Present
CLE Consulting Group March 2014 - December 2014
Northern Trust August 2010 - June 2013
Northern Trust Securities Incorporated March 2009 - August 2010
Northern Trust July 2007 - February 2009
Bank of America May 2006 - August 2006
Skills
Wealth Management, Investments, Asset Allocation, Bloomberg, Fixed Income, Series 7, Alternative Investments, Financial Analysis, Mutual Funds, Financial Modeling, Securities, Hedge Funds, Equities, Strategic Financial..., Capital Markets, Banking, Due Diligence, Investment Management
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Entrepreneurship, Strategic Management, Economics
Howard University 2003 — 2007
BBA, International Business and Marketing
Nicolet High School 1999 — 2003
GLAMSTAND, Inc. January 2015 - Present
CLE Consulting Group March 2014 - December 2014
Northern Trust August 2010 - June 2013
Northern Trust Securities Incorporated March 2009 - August 2010
Northern Trust July 2007 - February 2009
Bank of America May 2006 - August 2006
Skills
Wealth Management, Investments, Asset Allocation, Bloomberg, Fixed Income, Series 7, Alternative Investments, Financial Analysis, Mutual Funds, Financial Modeling, Securities, Hedge Funds, Equities, Strategic Financial..., Capital Markets, Banking, Due Diligence, Investment Management
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Entrepreneurship, Strategic Management, Economics
Howard University 2003 — 2007
BBA, International Business and Marketing
Nicolet High School 1999 — 2003
Marie Theiss Marie Theiss's Northern Trust Experience December 2012 - 2015
Job Independent Instructional Designer extensive experience providing training/business solutions for a variety of clients
Industry E-Learning
Experience
Theiss Consulting Inc. December 2001 - Present
Northern Trust December 2012 - 2015
Accenture 2012 - 2012
U.S. Cellular, 2011 July 2011 - December 2011
McDonald's Corporation 2008, 2010, 2011 June 2008 - March 2011
Betsy Elizabeth Trust April 2008 - December 2010
Walgreens December 2007 - January 2010
OptionCare September 2008 - July 2009
Grameen Foundation July 2007 - October 2007
Wells Fargo/Wachovia Corporation April 1997 - January 2007
Skills
E-Learning, Instructional Design, Needs Analysis, Instructor-led Training, Project Management, Training, Strategy, Program Management, CRM, Process Improvement, Talent Management, Management, Leadership, Cross-functional Team...
Education
The Ohio State University 1989 — 1993
Business
Theiss Consulting Inc. December 2001 - Present
Northern Trust December 2012 - 2015
Accenture 2012 - 2012
U.S. Cellular, 2011 July 2011 - December 2011
McDonald's Corporation 2008, 2010, 2011 June 2008 - March 2011
Betsy Elizabeth Trust April 2008 - December 2010
Walgreens December 2007 - January 2010
OptionCare September 2008 - July 2009
Grameen Foundation July 2007 - October 2007
Wells Fargo/Wachovia Corporation April 1997 - January 2007
Skills
E-Learning, Instructional Design, Needs Analysis, Instructor-led Training, Project Management, Training, Strategy, Program Management, CRM, Process Improvement, Talent Management, Management, Leadership, Cross-functional Team...
Education
The Ohio State University 1989 — 1993
Business
Tony C. Yang, CFP, ChFC, CLU, CRPC, APMA Tony C. Yang, CFP, ChFC, CLU, CRPC, APMA's Northern Trust Experience August 2000 - June 2001
Job Private Wealth Advisor / Vice President, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc August 2001 - Present
Northern Trust August 2000 - June 2001
Skills
Responsiveness, Attention to Detail, Analytical, Ability to Listen, Skilled Communicator, Relationship Building
Education
The University of Chicago 1998 — 2001
BA, Economics
The American College 2001 — 2003
Financial Planning Programs
Paint Branch High School 1994 — 1997
Ameriprise Financial Services, Inc August 2001 - Present
Northern Trust August 2000 - June 2001
Skills
Responsiveness, Attention to Detail, Analytical, Ability to Listen, Skilled Communicator, Relationship Building
Education
The University of Chicago 1998 — 2001
BA, Economics
The American College 2001 — 2003
Financial Planning Programs
Paint Branch High School 1994 — 1997
Max Charnas Max Charnas's Northern Trust Experience June 2013 - October 2014
Job Financial Analyst at SingleHop
Industry Financial Services
Experience
SingleHop October 2014 - Present
Northern Trust June 2013 - October 2014
Bank of America Merrill Lynch July 2011 - November 2012
First Advisers Pty Ltd June 2012 - August 2012
Skills
Investments, Valuation, Financial Analysis, Bloomberg, Equities, Financial Modeling, Asset Management, Finance, Microsoft Excel, PowerPoint, Morningstar, Microsoft Office, Microsoft Word, Access, Mergers & Acquisitions, Creative Problem Solving, Highly Reliable, Highly personable, Collaboration Solutions, Wealth Management, Corporate Finance, Hedge Funds, Private Equity
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
BSBA, Finance
Orange High School
University of North Carolina at Chapel Hill
University of North Carolina at Chapel Hill
University of North Carolina at Chapel Hill
SingleHop October 2014 - Present
Northern Trust June 2013 - October 2014
Bank of America Merrill Lynch July 2011 - November 2012
First Advisers Pty Ltd June 2012 - August 2012
Skills
Investments, Valuation, Financial Analysis, Bloomberg, Equities, Financial Modeling, Asset Management, Finance, Microsoft Excel, PowerPoint, Morningstar, Microsoft Office, Microsoft Word, Access, Mergers & Acquisitions, Creative Problem Solving, Highly Reliable, Highly personable, Collaboration Solutions, Wealth Management, Corporate Finance, Hedge Funds, Private Equity
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
BSBA, Finance
Orange High School
University of North Carolina at Chapel Hill
University of North Carolina at Chapel Hill
University of North Carolina at Chapel Hill
Alexander Ufen Alexander Ufen's Northern Trust Experience June 2013 - January 2014
Job Analyst at DigitasLBi_US
Industry Research
Experience
DigitasLBi_US February 2014 - Present
Northern Trust June 2013 - January 2014
Pierce and Associates March 2011 - January 2014
Pierce and Associates July 2010 - March 2011
U.S. Senator Charles Schumer August 2009 - December 2009
Skills
Microsoft Excel, Microsoft Office, Research, Legal Research, Microsoft Word, PowerPoint, Customer Service, Administrative..., Outlook, Office Management, Legal Documents, Courts, Data Entry, Social Media, Public Speaking
Education
Syracuse University 2006 — 2010
Bachelor of Arts, Political Science
DigitasLBi_US February 2014 - Present
Northern Trust June 2013 - January 2014
Pierce and Associates March 2011 - January 2014
Pierce and Associates July 2010 - March 2011
U.S. Senator Charles Schumer August 2009 - December 2009
Skills
Microsoft Excel, Microsoft Office, Research, Legal Research, Microsoft Word, PowerPoint, Customer Service, Administrative..., Outlook, Office Management, Legal Documents, Courts, Data Entry, Social Media, Public Speaking
Education
Syracuse University 2006 — 2010
Bachelor of Arts, Political Science
Sam Wilson, CFA Sam Wilson, CFA's Northern Trust Experience May 2013 - Present
Job Regional Director of Investment Practice Strategy, Portfolio Manager
Industry Financial Services
Experience
Northern Trust May 2013 - Present
Wilmington Trust June 2010 - May 2013
Thomas Weisel Partners June 2008 - August 2008
Kellogg Partners April 2004 - May 2007
ABN AMRO July 2002 - March 2004
Skills
Investments, Valuation, Equities, Options, Trading, Financial Modeling, Portfolio Management, Asset Allocation, Investment Management, ETFs, Capital Markets, Bloomberg, Finance, Investment Strategies
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2009
MBA, Business Administration and Management, General
Williams College 1998 — 2002
B.A., Psychology, 3.4
Northern Trust May 2013 - Present
Wilmington Trust June 2010 - May 2013
Thomas Weisel Partners June 2008 - August 2008
Kellogg Partners April 2004 - May 2007
ABN AMRO July 2002 - March 2004
Skills
Investments, Valuation, Equities, Options, Trading, Financial Modeling, Portfolio Management, Asset Allocation, Investment Management, ETFs, Capital Markets, Bloomberg, Finance, Investment Strategies
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2009
MBA, Business Administration and Management, General
Williams College 1998 — 2002
B.A., Psychology, 3.4
Jon Burger Jon Burger's Northern Trust Experience September 2008 - February 2012
Job Team Lead T&O at BMO Capital Markets
Industry Investment Management
Experience
BMO Capital Markets February 2012 - Present
Northern Trust September 2008 - February 2012
Northern Trust 2008 - 2011
Education
St. Ambrose University 2004 — 2008
Bachelor's degree, Buisness Management
BMO Capital Markets February 2012 - Present
Northern Trust September 2008 - February 2012
Northern Trust 2008 - 2011
Education
St. Ambrose University 2004 — 2008
Bachelor's degree, Buisness Management
Laurie Brinkman Laurie Brinkman's Northern Trust Experience November 2005 - Present
Job Client Service Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust November 2005 - Present
Skills
Wealth Management, Equities, Investments, Portfolio Management, Mutual Funds, Asset Allocation, Investment Advisory, Banking, Finance, Fixed Income, Asset Management, Securities, Investment Strategies, Strategic Financial..., Investment Management, Series 7, Estate Planning, Options, Wealth, ETFs, Risk Management, Financial Advisory, FX Options, Bloomberg, Uniform Combined State..., Wealth Management..., Hedge Funds, Trusts, Derivatives, Alternative Investments, Fund Of Funds, Series 63, Capital Markets, Commercial Banking, Relationship Management, Series 65, Financial Services, High Net Worth..., Financial Analysis, Pensions, Financial Markets, Retirement Planning, Structured Products, Bonds
Education
St. Petersburg College 2014 — 2017
Associate’s Degree, Business Administration and Management, General
Northern Trust November 2005 - Present
Skills
Wealth Management, Equities, Investments, Portfolio Management, Mutual Funds, Asset Allocation, Investment Advisory, Banking, Finance, Fixed Income, Asset Management, Securities, Investment Strategies, Strategic Financial..., Investment Management, Series 7, Estate Planning, Options, Wealth, ETFs, Risk Management, Financial Advisory, FX Options, Bloomberg, Uniform Combined State..., Wealth Management..., Hedge Funds, Trusts, Derivatives, Alternative Investments, Fund Of Funds, Series 63, Capital Markets, Commercial Banking, Relationship Management, Series 65, Financial Services, High Net Worth..., Financial Analysis, Pensions, Financial Markets, Retirement Planning, Structured Products, Bonds
Education
St. Petersburg College 2014 — 2017
Associate’s Degree, Business Administration and Management, General
David Wuthrich David Wuthrich's Northern Trust Experience August 2006 - September 2009
Job Strategic Business Integration at Cadence Bank
Industry Individual & Family Services
Experience
Cadence Bank September 2014 - Present
MARSH Private Client Group October 2012 - September 2014
J.P. Morgan September 2009 - October 2012
Northern Trust August 2006 - September 2009
Chubb Insurance 1998 - 2005
Chubb Insurance 1998 - 2005
Executive Risk 1997 - 1999
Skills
High Net Worth..., Private Banking, Series 7, Asset Managment, Strategic Financial..., Trust Services, Family Office, Insurance
Education
Texas A&M University 1982 — 1984
BBA, Marketing
Cadence Bank September 2014 - Present
MARSH Private Client Group October 2012 - September 2014
J.P. Morgan September 2009 - October 2012
Northern Trust August 2006 - September 2009
Chubb Insurance 1998 - 2005
Chubb Insurance 1998 - 2005
Executive Risk 1997 - 1999
Skills
High Net Worth..., Private Banking, Series 7, Asset Managment, Strategic Financial..., Trust Services, Family Office, Insurance
Education
Texas A&M University 1982 — 1984
BBA, Marketing
Bob Randall Bob Randall's Northern Trust Experience June 1993 - June 1997
Job Principal, Technical Drilling Tools
Industry Oil & Energy
Experience
Technical Drilling Tools November 2008 - Present
Synergy Holdings June 1997 - February 2007
Northern Trust June 1993 - June 1997
MBank Houston 1983 - 1993
Skills
Drilling, Petroleum, Energy, Oil/Gas, Natural Gas, Gas, Upstream, Energy Industry, Mergers, Strategic Planning, Due Diligence, Financial Analysis, Contract Negotiation, Business Development, Operations Management, Business Strategy, Risk Management, Oilfield, Oil & Gas Industry, Mergers & Acquisitions, Manufacturing, Business Planning, Drilling Engineering, Wireline, Supervisory Skills, Directional Drilling
Education
Texas A&M University-Corpus Christi 1983 — 1987
MBA, Finance
The University of Texas at Austin - The Red McCombs School of Business 1976 — 1983
BBA, Finance
Conroe High School
Technical Drilling Tools November 2008 - Present
Synergy Holdings June 1997 - February 2007
Northern Trust June 1993 - June 1997
MBank Houston 1983 - 1993
Skills
Drilling, Petroleum, Energy, Oil/Gas, Natural Gas, Gas, Upstream, Energy Industry, Mergers, Strategic Planning, Due Diligence, Financial Analysis, Contract Negotiation, Business Development, Operations Management, Business Strategy, Risk Management, Oilfield, Oil & Gas Industry, Mergers & Acquisitions, Manufacturing, Business Planning, Drilling Engineering, Wireline, Supervisory Skills, Directional Drilling
Education
Texas A&M University-Corpus Christi 1983 — 1987
MBA, Finance
The University of Texas at Austin - The Red McCombs School of Business 1976 — 1983
BBA, Finance
Conroe High School
Chuck Jones Chuck Jones's Northern Trust Experience 2010 - 2011
Job
Industry Financial Services
Experience
Northern Trust 2010 - 2011
Atlantic Trust/Stein Roe Investment Counsel 2001 - 2009
Smith Barney 2000 - 2001
Salomon Smith Barney 1997 - 2000
IBM 1986 - 1997
IBM 1984 - 1985
IBM 1980 - 1984
Skills
Strategy, New Business Development, Finance, Research, Investor Relations, Business Planning, Business Analysis, Equity Research, Equity Valuation, Market Research, Financial Analysis, Competitive Analysis, Market Analysis, Business Strategy, Equity Research Analysis, Stocks, Stock Market, Stock Picking, Trend Analysis, Internet Strategy, Internet Security, Computer Hardware, Enterprise Software, Equities, Financial Modeling, Financial Markets, Financial Market..., Financial Reporting, iPhone, Microsoft Excel, Microsoft Word, Modeling, Microsoft Office, Problem Solving, Stock Trading, Analytics, Asset Management, Corporate Development, Tennis, Information Technology, Management
Education
Stanford University 1976 — 1980
Bachelor’s Degree
University of Sussex 1982 — 1983
Diploma
La Jolla Country Day 1968 — 1976
Northern Trust 2010 - 2011
Atlantic Trust/Stein Roe Investment Counsel 2001 - 2009
Smith Barney 2000 - 2001
Salomon Smith Barney 1997 - 2000
IBM 1986 - 1997
IBM 1984 - 1985
IBM 1980 - 1984
Skills
Strategy, New Business Development, Finance, Research, Investor Relations, Business Planning, Business Analysis, Equity Research, Equity Valuation, Market Research, Financial Analysis, Competitive Analysis, Market Analysis, Business Strategy, Equity Research Analysis, Stocks, Stock Market, Stock Picking, Trend Analysis, Internet Strategy, Internet Security, Computer Hardware, Enterprise Software, Equities, Financial Modeling, Financial Markets, Financial Market..., Financial Reporting, iPhone, Microsoft Excel, Microsoft Word, Modeling, Microsoft Office, Problem Solving, Stock Trading, Analytics, Asset Management, Corporate Development, Tennis, Information Technology, Management
Education
Stanford University 1976 — 1980
Bachelor’s Degree
University of Sussex 1982 — 1983
Diploma
La Jolla Country Day 1968 — 1976
Layne Bussell Layne Bussell's Northern Trust Experience July 2009 - April 2012
Job Risk Management and Compliance Professional
Industry Financial Services
Experience
Discover Financial Services June 2012 - Present
Northern Trust July 2009 - April 2012
Northern Trust September 2007 - January 2011
Northern Trust November 2003 - September 2007
JP Morgan Chase (Formerly Bank One) 1993 - 2003
PWC (Coopers & Lybrand) 1985 - 1993
KPMG June 1981 - June 1985
Skills
Internal Audit, Internal Controls, Risk Management, Basel II, Compliance, Operational Risk, AML, Credit Risk, Retail Banking, Audit, Accounting, Financial Institutions, SOX, Enterprise Risk..., Banking, Operational Risk..., Auditing, Sarbanes-Oxley Act, Due Diligence, Anti Money Laundering, Financial Services
Education
West Texas A&M University 1980 — 1981
BBA
Texas Tech University 1979 — 1980
New Mexico Junior College 1977 — 1979
Associate in Applied Sciences
Discover Financial Services June 2012 - Present
Northern Trust July 2009 - April 2012
Northern Trust September 2007 - January 2011
Northern Trust November 2003 - September 2007
JP Morgan Chase (Formerly Bank One) 1993 - 2003
PWC (Coopers & Lybrand) 1985 - 1993
KPMG June 1981 - June 1985
Skills
Internal Audit, Internal Controls, Risk Management, Basel II, Compliance, Operational Risk, AML, Credit Risk, Retail Banking, Audit, Accounting, Financial Institutions, SOX, Enterprise Risk..., Banking, Operational Risk..., Auditing, Sarbanes-Oxley Act, Due Diligence, Anti Money Laundering, Financial Services
Education
West Texas A&M University 1980 — 1981
BBA
Texas Tech University 1979 — 1980
New Mexico Junior College 1977 — 1979
Associate in Applied Sciences
David Maloy David Maloy's Northern Trust Experience 1998 - 2004
Job President at FireTron,Inc.
Industry Construction
Experience
FireTron,Inc. July 2013 - Present
Amegy Bank January 2010 - July 2013
Encore Bank May 2006 - December 2009
Regions Bank May 2003 - May 2006
Northern Trust 1998 - 2004
Skills
Loans, Banking, Mortgage Lending, Credit Analysis, Private Banking, Finance, Commercial Lending, Commercial Banking, Small Business Lending, Credit, Executive Management, Management, Business Strategy, Team Building, Portfolio Management, Financial Analysis, Risk Management
Education
Texas Tech University 1992 — 1996
BBA, Finance
Monterey High School 1989 — 1992
FireTron,Inc. July 2013 - Present
Amegy Bank January 2010 - July 2013
Encore Bank May 2006 - December 2009
Regions Bank May 2003 - May 2006
Northern Trust 1998 - 2004
Skills
Loans, Banking, Mortgage Lending, Credit Analysis, Private Banking, Finance, Commercial Lending, Commercial Banking, Small Business Lending, Credit, Executive Management, Management, Business Strategy, Team Building, Portfolio Management, Financial Analysis, Risk Management
Education
Texas Tech University 1992 — 1996
BBA, Finance
Monterey High School 1989 — 1992
Andy Oostdyk Andy Oostdyk's Northern Trust Experience March 2000 - August 2002
Job Owner at Law Office of Andrew Oostdyk, P.L.L.C.
Industry Law Practice
Experience
Law Office of Andrew Oostdyk, P.L.L.C. April 2011 - Present
Law Office of Greg Wiley, PLLC 2005 - April 2011
Northern Trust March 2000 - August 2002
US Bank April 1999 - February 2000
Skills
Estate Planning, Securities, Trusts, Wealth Management, Retirement Planning, Investments, Legal Research, Litigation, Family Law, Bankruptcy, Chapter 7, Chapter 13 Bankruptcy, General Practice, Creditors' Rights, Civil Litigation, Trial Practice, Legal Assistance, Mediation, Business Formation, Wills, Courts, Legal Writing, Arbitration, Trials
Education
Southern Methodist University Dedman School of Law 2002 — 2005
Doctor of Law (JD), Law
University of Wisconsin-Whitewater 1994 — 1998
BBA, Finance
Law Office of Andrew Oostdyk, P.L.L.C. April 2011 - Present
Law Office of Greg Wiley, PLLC 2005 - April 2011
Northern Trust March 2000 - August 2002
US Bank April 1999 - February 2000
Skills
Estate Planning, Securities, Trusts, Wealth Management, Retirement Planning, Investments, Legal Research, Litigation, Family Law, Bankruptcy, Chapter 7, Chapter 13 Bankruptcy, General Practice, Creditors' Rights, Civil Litigation, Trial Practice, Legal Assistance, Mediation, Business Formation, Wills, Courts, Legal Writing, Arbitration, Trials
Education
Southern Methodist University Dedman School of Law 2002 — 2005
Doctor of Law (JD), Law
University of Wisconsin-Whitewater 1994 — 1998
BBA, Finance
Mark Brutto's Northern Trust Experience June 2011 - Present
Job Senior Vice President at Northern Trust
Industry Banking
Experience
Northern Trust June 2011 - Present
Union Bank, N.A. June 2001 - May 2011
Imperial Bank October 1996 - June 2001
Skills
Commercial Lending, Loans, Commercial Banking, Banking, Credit, Credit Analysis, Portfolio Management, Asset Based Lending, Credit Risk, Underwriting, Small Business Lending, Finance
Education
The Ohio State University - The Max M. Fisher College of Business
B.S., Finance
UCLA Anderson School of Management
MBA, Finance
Northern Trust June 2011 - Present
Union Bank, N.A. June 2001 - May 2011
Imperial Bank October 1996 - June 2001
Skills
Commercial Lending, Loans, Commercial Banking, Banking, Credit, Credit Analysis, Portfolio Management, Asset Based Lending, Credit Risk, Underwriting, Small Business Lending, Finance
Education
The Ohio State University - The Max M. Fisher College of Business
B.S., Finance
UCLA Anderson School of Management
MBA, Finance
Ted Sausen's Northern Trust Experience 2009 - Present
Job Senior Vice President, Global Compliance at Northern Trust
Industry Information Technology and Services
Experience
Northern Trust 2009 - Present
Kenway Consulting 2008 - 2009
Motorola 2004 - 2008
Motorola 2000 - 2004
Motorola, inc 1996 - 2000
Schreiber Foods 1995 - 1996
Schneider National 1992 - 1995
Skills
Business Analysis, Requirements Analysis, SDLC, Leadership, Resource Management, Management, Process Improvement, Change Management, Cross-functional Team..., Vendor Management
Education
St. Norbert College 1989 — 1993
Bachelor of Science, Computer Information Systems
Northern Trust 2009 - Present
Kenway Consulting 2008 - 2009
Motorola 2004 - 2008
Motorola 2000 - 2004
Motorola, inc 1996 - 2000
Schreiber Foods 1995 - 1996
Schneider National 1992 - 1995
Skills
Business Analysis, Requirements Analysis, SDLC, Leadership, Resource Management, Management, Process Improvement, Change Management, Cross-functional Team..., Vendor Management
Education
St. Norbert College 1989 — 1993
Bachelor of Science, Computer Information Systems
Peter Martinets's Northern Trust Experience September 2002 - March 2005
Job Managing Director
Industry Banking
Experience
Wells Fargo Bank March 2005 - Present
Northern Trust September 2002 - March 2005
Wachovia Bank 1995 - 2000
Skills
Underwriting, Credit, Portfolio Management, Loans, Cross Selling, Credit Analysis, Financial Analysis, Management, Commercial Banking, Investments, Financial Modeling, Corporate Finance
Education
St. Olaf College 1991 — 1994
Economics, Finance
Wells Fargo Bank March 2005 - Present
Northern Trust September 2002 - March 2005
Wachovia Bank 1995 - 2000
Skills
Underwriting, Credit, Portfolio Management, Loans, Cross Selling, Credit Analysis, Financial Analysis, Management, Commercial Banking, Investments, Financial Modeling, Corporate Finance
Education
St. Olaf College 1991 — 1994
Economics, Finance
Forest Banks, CIMA, CAIA's Northern Trust Experience October 2005 - August 2015
Job Investment Consultant Mercer DC Advisors
Industry Financial Services
Experience
Mercer August 2015 - Present
Northern Trust October 2005 - August 2015
Deutsche Bank/Scudder Investments January 2004 - September 2005
Skills
Portfolio Management, Equities, Fixed Income, Asset Allocation, Asset Management, Investments, Alternative Investments, Mutual Funds, Hedge Funds, Investment Strategies, Financial Services
Education
Wake Forest School of Business 2013 — 2015
Master of Business Administration (MBA)
St. Cloud State University
Mercer August 2015 - Present
Northern Trust October 2005 - August 2015
Deutsche Bank/Scudder Investments January 2004 - September 2005
Skills
Portfolio Management, Equities, Fixed Income, Asset Allocation, Asset Management, Investments, Alternative Investments, Mutual Funds, Hedge Funds, Investment Strategies, Financial Services
Education
Wake Forest School of Business 2013 — 2015
Master of Business Administration (MBA)
St. Cloud State University
Suzanne Coupe's Northern Trust Experience May 1991 - January 2000
Job US Sector Marketing Leader at PwC
Industry Management Consulting
Experience
PwC April 2013 - Present
PwC April 2010 - March 2013
PricewaterhouseCoopers January 2009 - April 2010
PricewaterhouseCoopers July 2007 - January 2009
PricewaterhouseCoopers March 2004 - July 2007
PricewaterhouseCoopers January 2000 - March 2004
Northern Trust May 1991 - January 2000
Bank of America January 1990 - May 1991
Chase Manhattan Corporation August 1987 - January 1990
Skills
Marketing Strategy, Strategic Planning, Business Strategy, Strategy, Business Development, New Business Development, Management Consulting, Leadership, Sales Management, Account Management, Change Management, Project Management
Education
The University of Texas at Austin 1983 — 1987
BBA, Marketing
Southern Methodist University - Cox School of Business 1993 — 1994
Graduate Certificate, Marketing
PwC April 2013 - Present
PwC April 2010 - March 2013
PricewaterhouseCoopers January 2009 - April 2010
PricewaterhouseCoopers July 2007 - January 2009
PricewaterhouseCoopers March 2004 - July 2007
PricewaterhouseCoopers January 2000 - March 2004
Northern Trust May 1991 - January 2000
Bank of America January 1990 - May 1991
Chase Manhattan Corporation August 1987 - January 1990
Skills
Marketing Strategy, Strategic Planning, Business Strategy, Strategy, Business Development, New Business Development, Management Consulting, Leadership, Sales Management, Account Management, Change Management, Project Management
Education
The University of Texas at Austin 1983 — 1987
BBA, Marketing
Southern Methodist University - Cox School of Business 1993 — 1994
Graduate Certificate, Marketing
Michael Ireland, CFA's Northern Trust Experience July 2008 - August 2011
Job Assistant Vice President, Golub Capital
Industry Banking
Experience
Golub Capital February 2014 - Present
Golub Capital September 2012 - February 2014
Golub Capital August 2011 - August 2012
Northern Trust July 2008 - August 2011
Northern Trust September 2007 - July 2008
Education
The George Washington University - School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
Loyola Academy 1999 — 2003
Golub Capital February 2014 - Present
Golub Capital September 2012 - February 2014
Golub Capital August 2011 - August 2012
Northern Trust July 2008 - August 2011
Northern Trust September 2007 - July 2008
Education
The George Washington University - School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
Loyola Academy 1999 — 2003
Rajeswari Dhanikela's Northern Trust Experience June 2008 - Present
Job Second vice president at Northern Trust Bank
Industry Information Technology and Services
Experience
Northern Trust June 2008 - Present
Skills
SDLC, Requirements Analysis, Agile Methodologies, Enterprise Architecture, Unix, Business Analysis, SOA, Requirements Gathering, Business Intelligence, Visio, Software Project..., PL/SQL
Education
Sri Venkateswara University
Northern Trust June 2008 - Present
Skills
SDLC, Requirements Analysis, Agile Methodologies, Enterprise Architecture, Unix, Business Analysis, SOA, Requirements Gathering, Business Intelligence, Visio, Software Project..., PL/SQL
Education
Sri Venkateswara University
Peggy Wroblewski's Northern Trust Experience December 1986 - Present
Job Personal Banking at Northern Trust
Industry Banking
Experience
Northern Trust December 1986 - Present
Skills
Bloomberg, Wealth Management, Fixed Income, Banking, Equities, Derivatives, Portfolio Management, Private Banking, Credit, Hedge Funds, Retail Banking, Mutual Funds, Cash Management, Branch Banking, Bonds
Education
Merritt Island High School 1969 — 1972
Manatee Community College
Northern Trust December 1986 - Present
Skills
Bloomberg, Wealth Management, Fixed Income, Banking, Equities, Derivatives, Portfolio Management, Private Banking, Credit, Hedge Funds, Retail Banking, Mutual Funds, Cash Management, Branch Banking, Bonds
Education
Merritt Island High School 1969 — 1972
Manatee Community College
Carlos Macasaet's Northern Trust Experience May 2003 - August 2003
Job Director of Mobile Engineering at Edmunds.com
Industry Computer Software
Experience
Edmunds.com October 2014 - Present
Edmunds.com July 2012 - October 2014
Edmunds.com October 2010 - June 2012
Esoterix Inc. (a LabCorp Company) September 2005 - October 2010
Main Point Systems September 2008 - March 2010
Johns Hopkins University May 2002 - May 2005
Northern Trust May 2003 - August 2003
Skills
Spring, REST, Agile Methodologies, Tomcat, SQL, Unix, Software Design, Hibernate, Databases, XML, PostgreSQL, MySQL, JSP, Oracle, Technical Leadership, Solution Architecture, Project Management, Machine Learning, Data Science, DevOps, Continuous Delivery, Data Modeling, Configuration Management, Chef, Unit Testing, Big Data, Python, Test Driven Development, BDD, A/B testing, LaTeX, R, Git, Gradle, Hadoop, HBase, Lucene, Ruby, MongoDB, UML, Spring Framework
Education
The Johns Hopkins University 2001 — 2005
B.S., Computer Science
Edmunds.com October 2014 - Present
Edmunds.com July 2012 - October 2014
Edmunds.com October 2010 - June 2012
Esoterix Inc. (a LabCorp Company) September 2005 - October 2010
Main Point Systems September 2008 - March 2010
Johns Hopkins University May 2002 - May 2005
Northern Trust May 2003 - August 2003
Skills
Spring, REST, Agile Methodologies, Tomcat, SQL, Unix, Software Design, Hibernate, Databases, XML, PostgreSQL, MySQL, JSP, Oracle, Technical Leadership, Solution Architecture, Project Management, Machine Learning, Data Science, DevOps, Continuous Delivery, Data Modeling, Configuration Management, Chef, Unit Testing, Big Data, Python, Test Driven Development, BDD, A/B testing, LaTeX, R, Git, Gradle, Hadoop, HBase, Lucene, Ruby, MongoDB, UML, Spring Framework
Education
The Johns Hopkins University 2001 — 2005
B.S., Computer Science
Gyan Behera's Northern Trust Experience May 2004 - May 2008
Job VP Performance Engineering
Industry Investment Banking
Experience
Deutsche Bank January 2011 - Present
Macy's September 2008 - December 2010
CME Group June 2008 - August 2008
Northern Trust May 2004 - May 2008
JPMorgan Chase October 2003 - May 2004
IRI April 2003 - September 2003
AT&T Bell Labs June 2002 - February 2003
Texas A&M University-Commerce January 2000 - March 2002
ISRO January 1997 - December 1997
Cable & Wireless Communications January 1996 - December 1996
Skills
Charles River IMS, LoadRunner, Project Management, IT Project & Program..., Vendor Management, Project Finance, Sales Presentations, Trading Systems
Education
Texas A&M University-Commerce 1999 — 2001
Master of Science (MS), Computer Science
SIT 1994 — 1997
Bachelor's degree, Instrumentation & Electronics
Deutsche Bank January 2011 - Present
Macy's September 2008 - December 2010
CME Group June 2008 - August 2008
Northern Trust May 2004 - May 2008
JPMorgan Chase October 2003 - May 2004
IRI April 2003 - September 2003
AT&T Bell Labs June 2002 - February 2003
Texas A&M University-Commerce January 2000 - March 2002
ISRO January 1997 - December 1997
Cable & Wireless Communications January 1996 - December 1996
Skills
Charles River IMS, LoadRunner, Project Management, IT Project & Program..., Vendor Management, Project Finance, Sales Presentations, Trading Systems
Education
Texas A&M University-Commerce 1999 — 2001
Master of Science (MS), Computer Science
SIT 1994 — 1997
Bachelor's degree, Instrumentation & Electronics
Jack Popiel's Northern Trust Experience March 2007 - August 2007
Job Business Systems Analyst at Econ One Research
Industry Information Technology and Services
Experience
Econ One Research November 2014 - Present
Bank of America September 2012 - November 2014
Walgreens October 2011 - September 2012
Bank of America August 2009 - July 2011
US Cellular July 2008 - June 2009
PepsiCo Chicago November 2007 - July 2008
Northern Trust March 2007 - August 2007
Cardinal Health September 2005 - November 2006
Morgan Stanley June 2003 - April 2005
Education
The Ohio State University Fisher College of Business 2001 — 2005
BSBA, Finance
Econ One Research November 2014 - Present
Bank of America September 2012 - November 2014
Walgreens October 2011 - September 2012
Bank of America August 2009 - July 2011
US Cellular July 2008 - June 2009
PepsiCo Chicago November 2007 - July 2008
Northern Trust March 2007 - August 2007
Cardinal Health September 2005 - November 2006
Morgan Stanley June 2003 - April 2005
Education
The Ohio State University Fisher College of Business 2001 — 2005
BSBA, Finance
Mark Dari's Northern Trust Experience 2001 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley January 2007 - November 2007
Northern Trust Global Advisors April 2001 - December 2006
Northern Trust 2001 - 2006
US Trust Company of Ct March 1997 - April 2001
Evergreen Investments 1995 - 1997
Education
St. Thomas Aquinas College 1991 — 1995
Morgan Stanley January 2007 - November 2007
Northern Trust Global Advisors April 2001 - December 2006
Northern Trust 2001 - 2006
US Trust Company of Ct March 1997 - April 2001
Evergreen Investments 1995 - 1997
Education
St. Thomas Aquinas College 1991 — 1995
Kristina Keogh's Northern Trust Experience July 2013 - April 2014
Job Ecommerce
Industry Financial Services
Experience
Royal Bank of Scotland April 2014 - Present
Northern Trust July 2013 - April 2014
RBS Global Banking & Markets November 2009 - June 2013
RBS Greenwich Capital April 2008 - November 2009
OpHedge Investment Services January 2007 - April 2008
Skills
Fixed Income, Options, Middle Office, Swaps, Risk Management, Foreign Exchange, Outlook, PowerPoint, FX Options, Back Office, Structured Products
Education
State University of New York College at Plattsburgh 2001 — 2005
Bachelor of Science (B.S.), Communication and Media Studies
Royal Bank of Scotland April 2014 - Present
Northern Trust July 2013 - April 2014
RBS Global Banking & Markets November 2009 - June 2013
RBS Greenwich Capital April 2008 - November 2009
OpHedge Investment Services January 2007 - April 2008
Skills
Fixed Income, Options, Middle Office, Swaps, Risk Management, Foreign Exchange, Outlook, PowerPoint, FX Options, Back Office, Structured Products
Education
State University of New York College at Plattsburgh 2001 — 2005
Bachelor of Science (B.S.), Communication and Media Studies
Susan Cruess's Northern Trust Experience 1988 - 1996
Job Independent NonProfit Organization Management Professional
Industry Nonprofit Organization Management
Experience
Junior League of Calgary June 2008 - May 2010
Northern Trust 1988 - 1996
Citibank 1984 - 1988
Skills
Leadership Development, Nonprofits, Fundraising, Strategic Planning
Education
The Tuck School of Business at Dartmouth 1979 — 1981
MBA, Finance
Sweet Briar College 1975 — 1979
Junior League of Calgary June 2008 - May 2010
Northern Trust 1988 - 1996
Citibank 1984 - 1988
Skills
Leadership Development, Nonprofits, Fundraising, Strategic Planning
Education
The Tuck School of Business at Dartmouth 1979 — 1981
MBA, Finance
Sweet Briar College 1975 — 1979
Jeff Shipley's Northern Trust Experience August 2005 - August 2010
Job Regional Managing Director Houston Wealth Management at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2010 - Present
Northern Trust August 2005 - August 2010
Bank of America January 1995 - August 2005
Education
Texas A&M University 1988 — 1994
Bachelor of Arts (B.A.), Psychology
Wells Fargo August 2010 - Present
Northern Trust August 2005 - August 2010
Bank of America January 1995 - August 2005
Education
Texas A&M University 1988 — 1994
Bachelor of Arts (B.A.), Psychology
Jeff Shipley's Northern Trust Experience SVP - Market ExecutiveBank of AmericaJanuary 1995 - September 2005
Job SVPManaging Director at Northern Trust
Industry Banking
Experience
Northern Trust SVP - Market ExecutiveBank of AmericaJanuary 1995 - September 2005
Education
Texas A&M University 1988 — 1992
BA, Economics
Northern Trust SVP - Market ExecutiveBank of AmericaJanuary 1995 - September 2005
Education
Texas A&M University 1988 — 1992
BA, Economics
Kelly McCarrell's Northern Trust Experience November 2013 - Present
Job Relationship Client Service Manager, Second Vice President
Industry Financial Services
Experience
Northern Trust November 2013 - Present
Northern Trust May 2011 - November 2013
Northern Trust November 2009 - May 2011
Northern Trust December 2007 - November 2009
Skills
Financial Analysis, Portfolio Management, Client Service Oriented, Mutual Funds, Client Services, Project Management, Insurance, Process Improvement
Education
The Ohio State University 1999 — 2003
Bachelor of Arts (BA), Economics
Burrell High School 1995 — 1999
Northern Trust November 2013 - Present
Northern Trust May 2011 - November 2013
Northern Trust November 2009 - May 2011
Northern Trust December 2007 - November 2009
Skills
Financial Analysis, Portfolio Management, Client Service Oriented, Mutual Funds, Client Services, Project Management, Insurance, Process Improvement
Education
The Ohio State University 1999 — 2003
Bachelor of Arts (BA), Economics
Burrell High School 1995 — 1999
Navaneeth Kumar Ramprasad's Northern Trust Experience December 2008 - June 2010
Job Designer Bus Intell Lead @ APS Healthcare
Industry Computer Software
Experience
Allstate June 2010 - February 2011
APS Healthcare 2011 - 2011
Northern Trust December 2008 - June 2010
Cognizant Technology Solutions October 2004 - June 2010
WaMu August 2006 - December 2008
C-DAC July 2000 - October 2004
Skills
Informatica, Data Warehousing, Data Modeling, Business Intelligence, ETL, SDLC
Education
Sri Krishnadevaraya University 1997 — 1999
1999, Computers, Maths
Good Shepered
Allstate June 2010 - February 2011
APS Healthcare 2011 - 2011
Northern Trust December 2008 - June 2010
Cognizant Technology Solutions October 2004 - June 2010
WaMu August 2006 - December 2008
C-DAC July 2000 - October 2004
Skills
Informatica, Data Warehousing, Data Modeling, Business Intelligence, ETL, SDLC
Education
Sri Krishnadevaraya University 1997 — 1999
1999, Computers, Maths
Good Shepered
Courtney Steinberg, CPA's Northern Trust Experience July 2005 - December 2006
Job
Industry Venture Capital & Private Equity
Experience
Fletcher Spaght, Inc. January 2007 - Present
Northern Trust July 2005 - December 2006
Boston Private Bank July 2003 - July 2005
Skills
Outlook, Excel, Word, PowerPoint, Accounting, Quickbooks, QuickBooks, Microsoft Excel, Financial Modeling, Financial Reporting, Financial Analysis, Strategy, Management Consulting
Education
Suffolk University - Sawyer Business School 2008 — 2011
MSA
University of New Hampshire 1999 — 2003
BA
Fletcher Spaght, Inc. January 2007 - Present
Northern Trust July 2005 - December 2006
Boston Private Bank July 2003 - July 2005
Skills
Outlook, Excel, Word, PowerPoint, Accounting, Quickbooks, QuickBooks, Microsoft Excel, Financial Modeling, Financial Reporting, Financial Analysis, Strategy, Management Consulting
Education
Suffolk University - Sawyer Business School 2008 — 2011
MSA
University of New Hampshire 1999 — 2003
BA
Rajan Rikame's Northern Trust Experience August 2011 - Present
Job Sr. Enterprise Architect at Northern Trust
Industry Information Technology and Services
Experience
Northern Trust August 2011 - Present
Hexaware Technologies August 1999 - August 2011
Winsoft Pvt Ltd. May 1995 - December 1998
DataPro Franchise Center May 1994 - May 1995
Bice Pvt Ltd May 1992 - May 1994
Skills
System Architecture, Windows, Program Management, Project Management, Change Management, Project Planning, ERP, Team Management, Team Building, Strategic Planning, SQL, Web Technologies
Education
University of Mumbai 1987 — 1990
Bachelor of Science (B.Sc.), Physics
St. Xavier's College 1991 — 1992
ADCSSA, Computer Software and System Analysis
Northern Trust August 2011 - Present
Hexaware Technologies August 1999 - August 2011
Winsoft Pvt Ltd. May 1995 - December 1998
DataPro Franchise Center May 1994 - May 1995
Bice Pvt Ltd May 1992 - May 1994
Skills
System Architecture, Windows, Program Management, Project Management, Change Management, Project Planning, ERP, Team Management, Team Building, Strategic Planning, SQL, Web Technologies
Education
University of Mumbai 1987 — 1990
Bachelor of Science (B.Sc.), Physics
St. Xavier's College 1991 — 1992
ADCSSA, Computer Software and System Analysis
Amy L. Nelson, J.D., CTFA's Northern Trust Experience July 1999 - June 2003
Job Trust Manager at Rice University/Rice Trust Inc.
Industry Philanthropy
Experience
Rice University/Rice Trust Inc. July 2012 - Present
Rice University May 2007 - July 2012
Kanaly Trust Company July 2003 - May 2007
Northern Trust July 1999 - June 2003
Skills
Estate Planning, Philanthropy, Strategic Financial..., Fundraising, Proposal Writing, Planned Giving, Financial Analysis, Trusts, Nonprofits, Annual Giving, Board Development, Alumni Relations, Grants, Stewardship, Volunteer Management, Grant Writing, Program Development, Prospect Research, Financial Planning
Education
St. Mary's University School of Law 1995 — 1998
J.D., Law
Texas A&M University 1990 — 1994
B.S., Psychology
Bellaire High School 1987 — 1990
Rice University/Rice Trust Inc. July 2012 - Present
Rice University May 2007 - July 2012
Kanaly Trust Company July 2003 - May 2007
Northern Trust July 1999 - June 2003
Skills
Estate Planning, Philanthropy, Strategic Financial..., Fundraising, Proposal Writing, Planned Giving, Financial Analysis, Trusts, Nonprofits, Annual Giving, Board Development, Alumni Relations, Grants, Stewardship, Volunteer Management, Grant Writing, Program Development, Prospect Research, Financial Planning
Education
St. Mary's University School of Law 1995 — 1998
J.D., Law
Texas A&M University 1990 — 1994
B.S., Psychology
Bellaire High School 1987 — 1990
Thomas Jurmanovich's Northern Trust Experience 1999 - 2001
Job Chief Auditor Director of Internal Audit at FirstMerit Bank
Industry Banking
Experience
FirstMerit Bank May 2015 - Present
FirstMerit Bank August 2009 - April 2015
National City Bank now a part of PNC 2002 - August 2009
Key Bank 2001 - 2002
Northern Trust 1999 - 2001
National City Bank 1997 - 1999
Packer Thomas January 1996 - April 1996
Skills
Accounting, Bank Secrecy Act, AML, Financial Risk, Enterprise Risk..., Fiduciary Management, Compliance, Internal Audit, Banking, Risk Management, Internal Controls, Auditing, Financial Services
Education
The University of Akron 1993 — 1997
BS, Accounting
FirstMerit Bank May 2015 - Present
FirstMerit Bank August 2009 - April 2015
National City Bank now a part of PNC 2002 - August 2009
Key Bank 2001 - 2002
Northern Trust 1999 - 2001
National City Bank 1997 - 1999
Packer Thomas January 1996 - April 1996
Skills
Accounting, Bank Secrecy Act, AML, Financial Risk, Enterprise Risk..., Fiduciary Management, Compliance, Internal Audit, Banking, Risk Management, Internal Controls, Auditing, Financial Services
Education
The University of Akron 1993 — 1997
BS, Accounting
Thomas E. O'Brien, CFA's Northern Trust Experience November 2004 - Present
Job Senior Global Equity Portfolio Manager
Industry Investment Management
Experience
Northern Trust November 2004 - Present
State Street Global Advisors January 2000 - November 2004
State Street Global Advisors January 1997 - January 2000
State Street January 1992 - January 1997
State Street October 1987 - January 1992
Education
Suffolk University - Sawyer Business School
MBA, Finance
University of Rhode Island - College of Business Administration
BS, Finance
Northern Trust November 2004 - Present
State Street Global Advisors January 2000 - November 2004
State Street Global Advisors January 1997 - January 2000
State Street January 1992 - January 1997
State Street October 1987 - January 1992
Education
Suffolk University - Sawyer Business School
MBA, Finance
University of Rhode Island - College of Business Administration
BS, Finance
Thomas J. Wilcynski's Northern Trust Experience May 2010 - May 2014
Job Financial Statement Analyst at Northern Trust Corporation
Industry Real Estate
Experience
Northern Trust Corporation June 2014 - Present
Northern Trust May 2010 - May 2014
Ticor Title Insurance Company June 2008 - June 2010
Ticor Title Insurance Company April 2005 - June 2008
Northern Trust 2002 - 2005
Skills
Real Estate, Strategic Planning, Loans, Residential Homes, Investments, Financial Analysis, Sales, Marketing, Marketing Strategy, Leadership, Due Diligence, Banking, Negotiation, Selling, Management, New Business Development, Business Development
Education
St. Norbert College 1997 — 2001
BA, Business, Communication
Northern Trust Corporation June 2014 - Present
Northern Trust May 2010 - May 2014
Ticor Title Insurance Company June 2008 - June 2010
Ticor Title Insurance Company April 2005 - June 2008
Northern Trust 2002 - 2005
Skills
Real Estate, Strategic Planning, Loans, Residential Homes, Investments, Financial Analysis, Sales, Marketing, Marketing Strategy, Leadership, Due Diligence, Banking, Negotiation, Selling, Management, New Business Development, Business Development
Education
St. Norbert College 1997 — 2001
BA, Business, Communication
Len Bencomo, CRCM's Northern Trust Experience November 1996 - January 2005
Job SVP & Sr. Banking Risk & Compliance Officer at The Northern Trust Company
Industry Banking
Experience
The Northern Trust Company November 2009 - Present
Toyota Financial Savings Bank January 2005 - November 2009
Northern Trust November 1996 - January 2005
Office of Thrift Supervision December 1985 - November 1996
Federal Reserve Bank of San Francisco 1995 - 1996
Skills
Banking, Financial Risk, Portfolio Management, Risk Management, Credit Risk, Credit, Financial Analysis, Financial Services, Enterprise Risk..., Loans, Due Diligence, Finance, Wealth Management, AML, Capital Markets
Education
Stanford University 1977 — 1981
BA, Economics
The Northern Trust Company November 2009 - Present
Toyota Financial Savings Bank January 2005 - November 2009
Northern Trust November 1996 - January 2005
Office of Thrift Supervision December 1985 - November 1996
Federal Reserve Bank of San Francisco 1995 - 1996
Skills
Banking, Financial Risk, Portfolio Management, Risk Management, Credit Risk, Credit, Financial Analysis, Financial Services, Enterprise Risk..., Loans, Due Diligence, Finance, Wealth Management, AML, Capital Markets
Education
Stanford University 1977 — 1981
BA, Economics
Catherine (Feibel) Kauffman's Northern Trust Experience June 1990 - May 1992
Job Vice President of Marketing at StolzMead Global
Industry Marketing and Advertising
Experience
Stolz-Mead Global September 2000 - Present
Aurora Foods 1997 - 2000
Borden June 1995 - August 1997
News America Marketing May 1992 - May 1994
Northern Trust June 1990 - May 1992
Skills
Brand Management, Direct Marketing, Marketing Strategy, Marketing Communications, Product Marketing, Marketing Research, Integrated Marketing, Consumer Products, Customer Insight, Email Marketing, Advertising, Lead Generation, Market Research, Marketing Management, Competitive Analysis
Education
The Ohio State University Fisher College of Business 1994 — 1996
MBA, Marketing
University of Wisconsin-Madison 1986 — 1990
BA, Economics (minor in French)
Columbus School for Girls 1974 — 1986
College Prep
Stolz-Mead Global September 2000 - Present
Aurora Foods 1997 - 2000
Borden June 1995 - August 1997
News America Marketing May 1992 - May 1994
Northern Trust June 1990 - May 1992
Skills
Brand Management, Direct Marketing, Marketing Strategy, Marketing Communications, Product Marketing, Marketing Research, Integrated Marketing, Consumer Products, Customer Insight, Email Marketing, Advertising, Lead Generation, Market Research, Marketing Management, Competitive Analysis
Education
The Ohio State University Fisher College of Business 1994 — 1996
MBA, Marketing
University of Wisconsin-Madison 1986 — 1990
BA, Economics (minor in French)
Columbus School for Girls 1974 — 1986
College Prep
Susan Bichler Holt's Northern Trust Experience May 2013 - September 2014
Job Independent Consultant at Exelon
Industry Information Services
Experience
Exelon September 2014 - Present
SpearMC Consulting 2009 - Present
Bichler Business Solutions 2006 - Present
Northern Trust May 2013 - September 2014
Aurora Health Care August 2011 - May 2013
Exelon 2009 - 2009
Johnson Controls 2008 - 2008
Northern Trust 2007 - 2008
Oracular 2002 - 2006
KPMG Consulting 2000 - 2004
Skills
PeopleSoft, Business Process..., Business Analysis, SDLC, Business Intelligence, Requirements Analysis, ERP, Business Process, Consulting, Vendor Management
Education
St. Norbert College 1992 — 1996
BBA, Accounting
Exelon September 2014 - Present
SpearMC Consulting 2009 - Present
Bichler Business Solutions 2006 - Present
Northern Trust May 2013 - September 2014
Aurora Health Care August 2011 - May 2013
Exelon 2009 - 2009
Johnson Controls 2008 - 2008
Northern Trust 2007 - 2008
Oracular 2002 - 2006
KPMG Consulting 2000 - 2004
Skills
PeopleSoft, Business Process..., Business Analysis, SDLC, Business Intelligence, Requirements Analysis, ERP, Business Process, Consulting, Vendor Management
Education
St. Norbert College 1992 — 1996
BBA, Accounting
Roger Bankus's Northern Trust Experience December 2009 - August 2012
Job Developer at FGL.com
Industry Computer Software
Experience
FGL.com July 2013 - Present
Software Consultant / Contractor XIG Networks May 2007 - Present
Northern Trust December 2009 - August 2012
ARCADIS January 2002 - May 2007
Carrier Corporation July 2000 - November 2001
Skills
Software Development, Adobe Flash, Adobe AIR, Object Oriented Design, Software Design Patterns, MySQL, Flex, API, Game Development, Java, Actionscript 3.0, ActionScript
Education
Syracuse University 1996 — 2000
BS, Computer Engineering
FGL.com July 2013 - Present
Software Consultant / Contractor XIG Networks May 2007 - Present
Northern Trust December 2009 - August 2012
ARCADIS January 2002 - May 2007
Carrier Corporation July 2000 - November 2001
Skills
Software Development, Adobe Flash, Adobe AIR, Object Oriented Design, Software Design Patterns, MySQL, Flex, API, Game Development, Java, Actionscript 3.0, ActionScript
Education
Syracuse University 1996 — 2000
BS, Computer Engineering
Tim Lewinski, CFA, CFP®'s Northern Trust Experience January 2012 - April 2015
Job Vice President, Citizens National Bank
Industry Investment Management
Experience
Citizens National Bank April 2015 - Present
Northern Trust January 2012 - April 2015
Northern Trust April 1997 - January 2012
Fidelity Investments June 1995 - March 1997
Skills
Asset Management, Retirement Planning, Insurance Planning, Security Analysis, Portfolio Management, Investments, Wealth Management, Asset Allocation, Alternative Investments, Investment Strategies, Financial Planning
Education
Texas Tech University 1990 — 1994
B.B.A., Finance
Citizens National Bank April 2015 - Present
Northern Trust January 2012 - April 2015
Northern Trust April 1997 - January 2012
Fidelity Investments June 1995 - March 1997
Skills
Asset Management, Retirement Planning, Insurance Planning, Security Analysis, Portfolio Management, Investments, Wealth Management, Asset Allocation, Alternative Investments, Investment Strategies, Financial Planning
Education
Texas Tech University 1990 — 1994
B.B.A., Finance
Anne (Stankiewicz) Shire's Northern Trust Experience October 2013 - Present
Job Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust October 2013 - Present
Ernst & Young October 2012 - October 2013
Goldman Sachs July 2006 - July 2012
Marsh Incorporated June 2005 - August 2005
Northwest Savings Bank June 2004 - August 2004
Skills
Business Relationship..., Financial Reporting, Collaborative Problem..., Hedge Funds, Series 7, Securities, Excel, Customer Relations
Education
Susquehanna University 2002 — 2006
BS in Business Administration, Double major: Finance & Economics, 3.9
Northern Trust October 2013 - Present
Ernst & Young October 2012 - October 2013
Goldman Sachs July 2006 - July 2012
Marsh Incorporated June 2005 - August 2005
Northwest Savings Bank June 2004 - August 2004
Skills
Business Relationship..., Financial Reporting, Collaborative Problem..., Hedge Funds, Series 7, Securities, Excel, Customer Relations
Education
Susquehanna University 2002 — 2006
BS in Business Administration, Double major: Finance & Economics, 3.9
DeEnna Heinzl (Schuldt)'s Northern Trust Experience June 2006 - August 2007
Job Student at Manatee Community College
Industry Health, Wellness and Fitness
Experience
Northern Trust June 2006 - August 2007
State of Florida February 2005 - September 2005
Sarasota County Clerk of Court November 1999 - February 2005
Education
State College of Florida-Manatee-Sarasota 2009 — 2011
Northern Trust June 2006 - August 2007
State of Florida February 2005 - September 2005
Sarasota County Clerk of Court November 1999 - February 2005
Education
State College of Florida-Manatee-Sarasota 2009 — 2011
Linden Moot's Northern Trust Experience May 2013 - September 2014
Job Senior Analyst at Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation September 2014 - Present
Stanford Cardinal Young Alumni-Chicago January 2014 - Present
Stanford Club of Chicago September 2013 - Present
Northern Trust May 2013 - September 2014
Stanford University June 2011 - September 2011
Stanford University June 2010 - September 2010
Skills
Microsoft Office, French, Problem Solving, Leadership, Team Management, Economics, Psychology, Statistics, Research, Data Analysis, Quantitative Research, Bloomberg, Microsoft Excel, Stata, PowerPoint
Education
Stanford University 2008 — 2012
BA, Economics
Northern Trust Corporation September 2014 - Present
Stanford Cardinal Young Alumni-Chicago January 2014 - Present
Stanford Club of Chicago September 2013 - Present
Northern Trust May 2013 - September 2014
Stanford University June 2011 - September 2011
Stanford University June 2010 - September 2010
Skills
Microsoft Office, French, Problem Solving, Leadership, Team Management, Economics, Psychology, Statistics, Research, Data Analysis, Quantitative Research, Bloomberg, Microsoft Excel, Stata, PowerPoint
Education
Stanford University 2008 — 2012
BA, Economics
Mary Beth McCrory's Northern Trust Experience September 1984 - Present
Job Senior Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust September 1984 - Present
Skills
Bloomberg, Financial Services, Investment Banking, Financial Analysis, Risk Management, Process Improvement, Middle Office
Education
College of St. Catherine
Bachelor of Science, Finance, General
Northern Trust September 1984 - Present
Skills
Bloomberg, Financial Services, Investment Banking, Financial Analysis, Risk Management, Process Improvement, Middle Office
Education
College of St. Catherine
Bachelor of Science, Finance, General
Kavita Advani's Northern Trust Experience June 2013 - August 2014
Job VP Sr. Manager Compliance at Citi
Industry Banking
Experience
Citi August 2014 - Present
Northern Trust June 2013 - August 2014
HSBC October 2009 - June 2013
Citigroup Global Services Ltd. August 2007 - November 2008
Public Accounting Firm July 2003 - August 2007
Intellisys Techsolution July 2002 - July 2003
Public Accounting firm February 1999 - February 2002
Skills
Sarbanes-Oxley Act, Internal Audit, Auditing, ISO 27001, COSO, Operational Risk, Information Security, Basel II, Information Risk, Financial Risk, Enterprise Risk..., Operational Risk..., Risk Management, Internal Controls, Assurance, SOX 404, IT Audit, SAS70, Risk Assessment, Banking
Education
The Institute of Chartered Accountants of India 1999 — 2002
CA, Accountancy & Auditing
University of Rajasthan 1997 — 2000
B.Com., Accountancy
Citi August 2014 - Present
Northern Trust June 2013 - August 2014
HSBC October 2009 - June 2013
Citigroup Global Services Ltd. August 2007 - November 2008
Public Accounting Firm July 2003 - August 2007
Intellisys Techsolution July 2002 - July 2003
Public Accounting firm February 1999 - February 2002
Skills
Sarbanes-Oxley Act, Internal Audit, Auditing, ISO 27001, COSO, Operational Risk, Information Security, Basel II, Information Risk, Financial Risk, Enterprise Risk..., Operational Risk..., Risk Management, Internal Controls, Assurance, SOX 404, IT Audit, SAS70, Risk Assessment, Banking
Education
The Institute of Chartered Accountants of India 1999 — 2002
CA, Accountancy & Auditing
University of Rajasthan 1997 — 2000
B.Com., Accountancy
Marlene Hersh's Northern Trust Experience May 1987 - Present
Job Vice President at Northern Trust
Industry Banking
Experience
Northern Trust May 1987 - Present
Harris Bank 1984 - 1987
Education
Southwestern University School of Law
Doctor of Law (JD)
University of California, Los Angeles
Bachelor's degree
Northern Trust May 1987 - Present
Harris Bank 1984 - 1987
Education
Southwestern University School of Law
Doctor of Law (JD)
University of California, Los Angeles
Bachelor's degree
Jordan Salins's Northern Trust Experience May 2012 - January 2015
Job Financial Analyst, Stout Risius Ross
Industry Financial Services
Experience
Stout Risius Ross February 2015 - Present
Northern Trust May 2012 - January 2015
The Hanover Insurance Group June 2010 - April 2012
Morgan Stanley Smith Barney June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Business Analysis, Intellectual Property, Data Analysis, Building Relationships, Financial Reporting, Investments, Strategic Planning, Asset Allocation, Bloomberg Terminal, Bloomberg, Finance, Hedge Funds, Six Sigma
Education
University of Michigan 2006 — 2010
Bachelor of Arts (B.A.), Major: Economics, Minor: Asian Studies
The George Washington University - School of Business 2010 — 2012
University of Oxford 2009 — 2009
Medieval and Renaissance Studies
Stout Risius Ross February 2015 - Present
Northern Trust May 2012 - January 2015
The Hanover Insurance Group June 2010 - April 2012
Morgan Stanley Smith Barney June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Business Analysis, Intellectual Property, Data Analysis, Building Relationships, Financial Reporting, Investments, Strategic Planning, Asset Allocation, Bloomberg Terminal, Bloomberg, Finance, Hedge Funds, Six Sigma
Education
University of Michigan 2006 — 2010
Bachelor of Arts (B.A.), Major: Economics, Minor: Asian Studies
The George Washington University - School of Business 2010 — 2012
University of Oxford 2009 — 2009
Medieval and Renaissance Studies
Chris Two's Northern Trust Experience September 2012 - March 2013
Job Test Automation Engineer at Breakthrough Technologies
Industry Information Technology and Services
Experience
Breakthrough Technologies October 2014 - Present
Symphono, LLC March 2013 - October 2014
Northern Trust September 2012 - March 2013
Avanade December 2002 - December 2004
Dh Burnham Inc. March 2002 - July 2002
Click Commerce August 2001 - March 2002
Abbott Laboratories February 1998 - August 2001
Skills
Testing, Quality Assurance, Software Quality..., Requirements Analysis, Agile Methodologies, SDLC, SQL, Visio, Unix, Integration, Software Project...
Education
State University of New York College at Oneonta 1988 — 1992
Bachelor of Science (BS), Business/Economics Statistics Minor
Breakthrough Technologies October 2014 - Present
Symphono, LLC March 2013 - October 2014
Northern Trust September 2012 - March 2013
Avanade December 2002 - December 2004
Dh Burnham Inc. March 2002 - July 2002
Click Commerce August 2001 - March 2002
Abbott Laboratories February 1998 - August 2001
Skills
Testing, Quality Assurance, Software Quality..., Requirements Analysis, Agile Methodologies, SDLC, SQL, Visio, Unix, Integration, Software Project...
Education
State University of New York College at Oneonta 1988 — 1992
Bachelor of Science (BS), Business/Economics Statistics Minor
Elise Norcini's Northern Trust Experience August 2012 - Present
Job Legal Counsel at Northern Trust
Industry Law Practice
Experience
Northern Trust August 2012 - Present
Department of Labor, Employee Benefit Security Administration August 2011 - December 2011
Roberts McGivney Zagotta LLC January 2011 - May 2011
Chicago Park District June 2010 - July 2010
The Honorable Judge Thomas E Hoffman January 2010 - June 2010
Lavelle Law Group May 2009 - August 2009
Literacy Advance of Houston May 2005 - July 2008
Skills
Employee Benefits, ERISA, Contract Negotiation
Education
The John Marshall Law School 2008 — 2011
JD, Cum Laude; LLM with Honors, Employee Benefits
Wheaton College 2001 — 2005
BA, Cum Laude, Psychology, Spanish
Northern Trust August 2012 - Present
Department of Labor, Employee Benefit Security Administration August 2011 - December 2011
Roberts McGivney Zagotta LLC January 2011 - May 2011
Chicago Park District June 2010 - July 2010
The Honorable Judge Thomas E Hoffman January 2010 - June 2010
Lavelle Law Group May 2009 - August 2009
Literacy Advance of Houston May 2005 - July 2008
Skills
Employee Benefits, ERISA, Contract Negotiation
Education
The John Marshall Law School 2008 — 2011
JD, Cum Laude; LLM with Honors, Employee Benefits
Wheaton College 2001 — 2005
BA, Cum Laude, Psychology, Spanish
Jeffrey Rubenstein's Northern Trust Experience April 2012 - July 2015
Job Limited Partnership Accountant at Driehaus Capital
Industry Accounting
Experience
Driehaus Capital Management LLC July 2015 - Present
Northern Trust April 2012 - July 2015
Citi June 2011 - April 2012
Skills
Accounting, Due Diligence, Financial Statements, Hedge Funds, Management, Microsoft Excel, Mutual Funds, Time Management, Financial Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
Bachelor of Science in Business Administration, Accounting and Finance
Driehaus Capital Management LLC July 2015 - Present
Northern Trust April 2012 - July 2015
Citi June 2011 - April 2012
Skills
Accounting, Due Diligence, Financial Statements, Hedge Funds, Management, Microsoft Excel, Mutual Funds, Time Management, Financial Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
Bachelor of Science in Business Administration, Accounting and Finance
Suhasini Kavuri's Northern Trust Experience 2008 - 2008
Job Systems Engineer III at Advance Auto Parts
Industry Computer Software
Experience
Advance Auto Parts December 2011 - Present
DOW Chemicals April 2009 - November 2011
Northern Trust 2008 - 2008
Ascent Global 2005 - 2007
Sonata Software 2001 - 2004
Skills
WebSphere Message Broker, WebSphere MQ, Integration
Education
Sri Venkateswara University 1997 — 2000
MCA
Advance Auto Parts December 2011 - Present
DOW Chemicals April 2009 - November 2011
Northern Trust 2008 - 2008
Ascent Global 2005 - 2007
Sonata Software 2001 - 2004
Skills
WebSphere Message Broker, WebSphere MQ, Integration
Education
Sri Venkateswara University 1997 — 2000
MCA
R. Hugh Magill's Northern Trust Experience September 1989 - Present
Job Executive Vice President & Chief Fiduciary Officer at Northern Trust
Industry Financial Services
Experience
Northern Trust September 1989 - Present
Kelly, Olson, Rogan & Siepker August 1986 - August 1989
Frederick L. Specht & Associates September 1985 - July 1986
The First National Bank of Chicago September 1979 - August 1981
Skills
Fiduciary Management, Estate Planning, Charitable Planning, Family Governance, Fiduciary Risk...
Education
University of Minnesota Law School 1981 — 1985
Doctor of Law (JD)
St. Olaf College 1975 — 1979
Bachelor of Arts cum laude
Northern Trust September 1989 - Present
Kelly, Olson, Rogan & Siepker August 1986 - August 1989
Frederick L. Specht & Associates September 1985 - July 1986
The First National Bank of Chicago September 1979 - August 1981
Skills
Fiduciary Management, Estate Planning, Charitable Planning, Family Governance, Fiduciary Risk...
Education
University of Minnesota Law School 1981 — 1985
Doctor of Law (JD)
St. Olaf College 1975 — 1979
Bachelor of Arts cum laude
Larry Lynch's Northern Trust Experience January 2010 - Present
Job Global Physical Security Officer at Northern Trust
Industry Financial Services
Experience
Northern Trust January 2010 - Present
US Secret Service July 1989 - February 2010
Skills
Executive Protection, Physical Security, Corporate Security, Enforcement, Security Operations, Fraud, Private Investigations, Criminal Investigations, Asset Protection, Investigation, Security, Homeland Security, Protection, Risk Assessment, Crisis Management, Internal Investigations, Security Management, Business Continuity, Vulnerability Assessment, Counterterrorism, Security Training, Emergency Management, Surveillance, Interrogation, Security Audits, Cybercrime, Personal Protection, Firearms, Security Awareness, Background Checks, Criminal Justice, Police, Forensic Analysis, Intelligence Analysis, Evidence, Computer Forensics, Counterintelligence, Tactics, Intelligence, Public Safety, Investigative Reporting, Workplace Violence, National Security, Federal Law Enforcement, Risk Analysis, Contingency Planning, Business Continuity..., Weapons, Personal Security, Access Control
Education
The John Marshall Law School 1987 — 1990
Juris Doctor
Saint Xavier University 1979 — 1981
BA, Political Science
Leo High School
Northern Trust January 2010 - Present
US Secret Service July 1989 - February 2010
Skills
Executive Protection, Physical Security, Corporate Security, Enforcement, Security Operations, Fraud, Private Investigations, Criminal Investigations, Asset Protection, Investigation, Security, Homeland Security, Protection, Risk Assessment, Crisis Management, Internal Investigations, Security Management, Business Continuity, Vulnerability Assessment, Counterterrorism, Security Training, Emergency Management, Surveillance, Interrogation, Security Audits, Cybercrime, Personal Protection, Firearms, Security Awareness, Background Checks, Criminal Justice, Police, Forensic Analysis, Intelligence Analysis, Evidence, Computer Forensics, Counterintelligence, Tactics, Intelligence, Public Safety, Investigative Reporting, Workplace Violence, National Security, Federal Law Enforcement, Risk Analysis, Contingency Planning, Business Continuity..., Weapons, Personal Security, Access Control
Education
The John Marshall Law School 1987 — 1990
Juris Doctor
Saint Xavier University 1979 — 1981
BA, Political Science
Leo High School
Munibabu Annachi's Northern Trust Experience January 2011 - October 2011
Job Tech lead at Accenture and working for leading banking firm client.
Industry Information Technology and Services
Experience
Accenture November 2012 - Present
Oracle November 2011 - November 2012
Northern Trust January 2011 - October 2011
United Airlines April 2008 - January 2011
Core Education and Consultng Solutions Inc 2011 - 2011
TCS November 2005 - August 2010
Tata Consultancy Services November 2005 - July 2010
Skills
Java, J2EE Architecture, MVC, Cross-functional Team..., Release Management, Change Management, Spring, Struts, Maven2, CVS, Subversion, Dojo, DWR, AJAX, ADF, WebCenter, Content Management, Performance Tuning, Server Administration, Oracle SQL, MySQL, Web Application Design, Enterprise Architecture, jQuery, Hibernate, iBatis, JPA, Web Service Development, Oracle, Java Enterprise Edition, Agile Methodologies, EJB, JSP, JMS, Weblogic, Servlets, J2EE Application..., JBoss Application Server, JDBC, Tomcat, Websphere, JSF, RESTful WebServices, Scrum, Sun Certified Java..., WebLogic, Spring Framework
Education
Sri Venkateswara University 2001 — 2005
B.Tech, Electronics and Communications Engineering
Accenture November 2012 - Present
Oracle November 2011 - November 2012
Northern Trust January 2011 - October 2011
United Airlines April 2008 - January 2011
Core Education and Consultng Solutions Inc 2011 - 2011
TCS November 2005 - August 2010
Tata Consultancy Services November 2005 - July 2010
Skills
Java, J2EE Architecture, MVC, Cross-functional Team..., Release Management, Change Management, Spring, Struts, Maven2, CVS, Subversion, Dojo, DWR, AJAX, ADF, WebCenter, Content Management, Performance Tuning, Server Administration, Oracle SQL, MySQL, Web Application Design, Enterprise Architecture, jQuery, Hibernate, iBatis, JPA, Web Service Development, Oracle, Java Enterprise Edition, Agile Methodologies, EJB, JSP, JMS, Weblogic, Servlets, J2EE Application..., JBoss Application Server, JDBC, Tomcat, Websphere, JSF, RESTful WebServices, Scrum, Sun Certified Java..., WebLogic, Spring Framework
Education
Sri Venkateswara University 2001 — 2005
B.Tech, Electronics and Communications Engineering
Gerard Mazurczak's Northern Trust Experience March 1981 - March 2014
Job Retired Senior Vice President at The Northern Trust Company
Industry Financial Services
Experience
Northern Trust March 1981 - March 2014
Skills
Estate Planning, Wealth Management, Asset Management, Wealth Management..., High Net Worth..., Asset Managment
Education
The John Marshall Law School 1973 — 1978
Doctor of Law (JD)
University of Illinois at Chicago Circle 1968 — 1972
Bachelor of Science (BS), Political Science and Government
Northern Trust March 1981 - March 2014
Skills
Estate Planning, Wealth Management, Asset Management, Wealth Management..., High Net Worth..., Asset Managment
Education
The John Marshall Law School 1973 — 1978
Doctor of Law (JD)
University of Illinois at Chicago Circle 1968 — 1972
Bachelor of Science (BS), Political Science and Government
Jason Lipsett, CFA, CPWA's Northern Trust Experience January 2000 - September 2011
Job Director, Client Advisory Team at Tolleson Wealth Management
Industry Investment Management
Experience
Tolleson Wealth Management January 2014 - Present
Tolleson Wealth Management January 2012 - January 2014
Northern Trust January 2000 - September 2011
Skills
Wealth Management, Financial Planning, Family Office, High Net Worth..., Wealth Preservation, Asset Allocation, Investment Management, Portfolio Management, Investment Strategies, Alternative Investments, Hedge Funds, Mutual Funds, Equities
Education
Texas Wesleyan University 1995 — 1999
B.B.A, Marketing
Tolleson Wealth Management January 2014 - Present
Tolleson Wealth Management January 2012 - January 2014
Northern Trust January 2000 - September 2011
Skills
Wealth Management, Financial Planning, Family Office, High Net Worth..., Wealth Preservation, Asset Allocation, Investment Management, Portfolio Management, Investment Strategies, Alternative Investments, Hedge Funds, Mutual Funds, Equities
Education
Texas Wesleyan University 1995 — 1999
B.B.A, Marketing
Justin Covotsos's Northern Trust Experience January 2012 - May 2013
Job Team Lead at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation June 2014 - Present
Northern Trust Corporation May 2013 - June 2014
Northern Trust January 2012 - May 2013
Northern Trust August 2010 - January 2012
Northern Trust February 2008 - September 2010
Bank of America October 2005 - January 2009
Prime International Trading December 2004 - July 2006
Skills
FX trading, Derivatives, Investments, Analysis, Securities, Pricing, Fixed Income, Hedge Funds, Fund Accounting, Financial Risk
Education
The School of the Art Institute of Chicago 2000 — 2002
BFA, Fine Arts
Lorenzo De Medici 1999 — 2000
West Virginia University 1997 — 1999
Northern Trust Corporation June 2014 - Present
Northern Trust Corporation May 2013 - June 2014
Northern Trust January 2012 - May 2013
Northern Trust August 2010 - January 2012
Northern Trust February 2008 - September 2010
Bank of America October 2005 - January 2009
Prime International Trading December 2004 - July 2006
Skills
FX trading, Derivatives, Investments, Analysis, Securities, Pricing, Fixed Income, Hedge Funds, Fund Accounting, Financial Risk
Education
The School of the Art Institute of Chicago 2000 — 2002
BFA, Fine Arts
Lorenzo De Medici 1999 — 2000
West Virginia University 1997 — 1999
Chip Root's Northern Trust Experience July 2001 - October 2003
Job IT Field Services Regional Manager, Americas
Industry Information Technology and Services
Experience
Infor October 2003 - Present
Northern Trust July 2001 - October 2003
Infinium Software/Software 2000 December 1996 - June 2001
Skills
Enterprise Software, SaaS, SharePoint, Troubleshooting, Software Implementation, Networking, Event Management, Corporate Events, Event Planning, IT Project Leadership, Mobile Devices, Mobile Device Management, Customer Service, Cloud Computing, Training, Management, Software Installation, IT Operations, VoIP, Project Planning, Windows 7, Analysis, Professional Services, Integration, ERP, CRM, IT Management, Business Intelligence, Business Process, Pre-sales, Requirements Analysis, Solution Selling, Software Project..., Vendor Management, Business Analysis, IT Strategy, Software Development, SDLC, Databases, Business Process..., Salesforce.com, Software Documentation, Team Leadership, Program Management
Education
St. Norbert College 1990 — 1994
B.A., Communication & Theatre
Infor October 2003 - Present
Northern Trust July 2001 - October 2003
Infinium Software/Software 2000 December 1996 - June 2001
Skills
Enterprise Software, SaaS, SharePoint, Troubleshooting, Software Implementation, Networking, Event Management, Corporate Events, Event Planning, IT Project Leadership, Mobile Devices, Mobile Device Management, Customer Service, Cloud Computing, Training, Management, Software Installation, IT Operations, VoIP, Project Planning, Windows 7, Analysis, Professional Services, Integration, ERP, CRM, IT Management, Business Intelligence, Business Process, Pre-sales, Requirements Analysis, Solution Selling, Software Project..., Vendor Management, Business Analysis, IT Strategy, Software Development, SDLC, Databases, Business Process..., Salesforce.com, Software Documentation, Team Leadership, Program Management
Education
St. Norbert College 1990 — 1994
B.A., Communication & Theatre
Kishore Pula's Northern Trust Experience 2010 - 2011
Job Sr. Performance Test Engineer (Consultant) at W.W. Grainger
Industry Industrial Automation
Experience
W.W. Grainger November 2011 - Present
Northern Trust 2010 - 2011
Blue Cross Blue Shield Association February 2007 - November 2010
JPM Chase August 2005 - February 2007
Gallagher Financial Systems, Inc November 1999 - August 2005
Southern Computer Systems January 1999 - October 1999
Nationwide Insurance, Inc December 1997 - December 1998
IMR (I) Ltd February 1995 - November 1997
Skills
QTP, Quality Center, LoadRunner, Performance Testing, SAP Portal, SAPScript, SAP BW, SAP HR, SAP Netweaver, SiteScope, Wily Introscope, BMC Patrol, mobile applications..., ERP Performance Testing, Regression Testing, Quality Assurance, Software Quality..., Performance Tuning, Test Management, SDLC, Test Automation, Test Strategy, HP QTP, Requirements Analysis, Agile Methodologies, Testing, HP Quality Center, Test Cases
Education
Sri Krishnadevaraya University 1993 — 1995
MBA, Marketing
University of Mysore 1988 — 1992
Bachelor of Engineering, Electronics and Communication
SSBN Jr college Anantapur 1986 — 1988
Intermediate, Maths, Physics & Chemistry
W.W. Grainger November 2011 - Present
Northern Trust 2010 - 2011
Blue Cross Blue Shield Association February 2007 - November 2010
JPM Chase August 2005 - February 2007
Gallagher Financial Systems, Inc November 1999 - August 2005
Southern Computer Systems January 1999 - October 1999
Nationwide Insurance, Inc December 1997 - December 1998
IMR (I) Ltd February 1995 - November 1997
Skills
QTP, Quality Center, LoadRunner, Performance Testing, SAP Portal, SAPScript, SAP BW, SAP HR, SAP Netweaver, SiteScope, Wily Introscope, BMC Patrol, mobile applications..., ERP Performance Testing, Regression Testing, Quality Assurance, Software Quality..., Performance Tuning, Test Management, SDLC, Test Automation, Test Strategy, HP QTP, Requirements Analysis, Agile Methodologies, Testing, HP Quality Center, Test Cases
Education
Sri Krishnadevaraya University 1993 — 1995
MBA, Marketing
University of Mysore 1988 — 1992
Bachelor of Engineering, Electronics and Communication
SSBN Jr college Anantapur 1986 — 1988
Intermediate, Maths, Physics & Chemistry
Tamela Woods Merriweather's Northern Trust Experience May 2011 - Present
Job
Industry Financial Services
Experience
Northern Trust May 2011 - Present
Mayer Brown September 2005 - April 2011
Minnesota Supreme Court August 2004 - July 2005
Skills
Securities Regulation, Securities, Corporate Governance, Corporate Law, Legal Research, Legal Writing, Joint Ventures, Due Diligence
Education
University of Minnesota Law School 2001 — 2004
J.D.
Spelman College 1997 — 2001
B.A.
Eastlake High School 1993 — 1997
Northern Trust May 2011 - Present
Mayer Brown September 2005 - April 2011
Minnesota Supreme Court August 2004 - July 2005
Skills
Securities Regulation, Securities, Corporate Governance, Corporate Law, Legal Research, Legal Writing, Joint Ventures, Due Diligence
Education
University of Minnesota Law School 2001 — 2004
J.D.
Spelman College 1997 — 2001
B.A.
Eastlake High School 1993 — 1997
Todd Koechlein's Northern Trust Experience 1982 - 1986
Job Retired
Industry Accounting
Experience
Intel Corporation September 1996 - July 2006
Wells Fargo Bank / First Interstate Bank 1986 - 1996
Northern Trust 1982 - 1986
International Harvester 1980 - 1982
Skills
Accounting, Budget, Financial Reporting, Accounts Payable, Auditing, Strategic Planning, Financial Analysis, QuickBooks, Microsoft Excel, Bookkeeping, Managerial Finance
Education
University of Chicago Graduate School of Business 1978 — 1980
Master of Business Administration (MBA), Accounting and Finance
Stetson University 1975 — 1978
BBA, Economics
Chatham Township High School 1971 — 1975
High School Degree
Intel Corporation September 1996 - July 2006
Wells Fargo Bank / First Interstate Bank 1986 - 1996
Northern Trust 1982 - 1986
International Harvester 1980 - 1982
Skills
Accounting, Budget, Financial Reporting, Accounts Payable, Auditing, Strategic Planning, Financial Analysis, QuickBooks, Microsoft Excel, Bookkeeping, Managerial Finance
Education
University of Chicago Graduate School of Business 1978 — 1980
Master of Business Administration (MBA), Accounting and Finance
Stetson University 1975 — 1978
BBA, Economics
Chatham Township High School 1971 — 1975
High School Degree
Chuck Grebus's Northern Trust Experience July 2010 - Present
Job portfolio manager at Northern Trust
Industry Financial Services
Experience
Northern Trust July 2010 - Present
JPMorgan Chase June 1997 - July 2010
The First National Bank of Chicago 1982 - 1997
Skills
Equities, Investments, Asset Management, Fixed Income, Portfolio Management, Asset Allocation, Real Estate, Wealth Management, Mutual Funds, Alternative Investments, Investment Management, Investment Strategies, Securities, Series 7, Investment Advisory, Hedge Funds, Risk Management, Series 63, Financial Modeling, Valuation, Bloomberg, Banking, Investment Properties
Education
The Ohio State University - The Max M. Fisher College of Business
MBA, Marketing
Northern Trust July 2010 - Present
JPMorgan Chase June 1997 - July 2010
The First National Bank of Chicago 1982 - 1997
Skills
Equities, Investments, Asset Management, Fixed Income, Portfolio Management, Asset Allocation, Real Estate, Wealth Management, Mutual Funds, Alternative Investments, Investment Management, Investment Strategies, Securities, Series 7, Investment Advisory, Hedge Funds, Risk Management, Series 63, Financial Modeling, Valuation, Bloomberg, Banking, Investment Properties
Education
The Ohio State University - The Max M. Fisher College of Business
MBA, Marketing
Deb Marie Carey's Northern Trust Experience 2002 - Present
Job Student at School of the Art Institute of Chicago
Industry Museums and Institutions
Experience
Northern Trust 2002 - Present
School of the Art Institute of Chicago 2008 - 2012
Northern Trust 1998 - 2002
Skills
Art History, Museums, Museum Collections, History, Research, Historic Preservation, Historical..., Guided Tours
Education
St. Mary's College Notre Dame
The School of the Art Institute of Chicago
Northern Trust 2002 - Present
School of the Art Institute of Chicago 2008 - 2012
Northern Trust 1998 - 2002
Skills
Art History, Museums, Museum Collections, History, Research, Historic Preservation, Historical..., Guided Tours
Education
St. Mary's College Notre Dame
The School of the Art Institute of Chicago
Kimberly Zelko's Northern Trust Experience 2007 - Present
Job Vice President, Investment Operations Outsourcing at Northern Trust
Industry Financial Services
Experience
Northern Trust 2007 - Present
Northern Trust Corporation 2003 - 2007
The Depository Trust & Clearing Corporation April 1996 - October 2002
Chicago Stock Exchange November 1986 - April 1996
Chicago Stock Exchange 1987 - 1994
Skills
Securities, Equities, Fixed Income, Management, Financial Services, Accounting, Manage Client..., Operations Management, Account Reconciliation, Bonds, Corporate Actions, Client Services, Bloomberg, Risk Management
Education
The John Marshall Law School 1989 — 1993
Doctor of Law (J.D.)
University of St. Francis 1983 — 1985
Bachelor's degree, Marketing
Northern Trust 2007 - Present
Northern Trust Corporation 2003 - 2007
The Depository Trust & Clearing Corporation April 1996 - October 2002
Chicago Stock Exchange November 1986 - April 1996
Chicago Stock Exchange 1987 - 1994
Skills
Securities, Equities, Fixed Income, Management, Financial Services, Accounting, Manage Client..., Operations Management, Account Reconciliation, Bonds, Corporate Actions, Client Services, Bloomberg, Risk Management
Education
The John Marshall Law School 1989 — 1993
Doctor of Law (J.D.)
University of St. Francis 1983 — 1985
Bachelor's degree, Marketing
Scott Maki's Northern Trust Experience 2010 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Northern Trust 2010 - 2013
Wells Fargo 2007 - 2010
Wells Fargo 2006 - 2007
Skills
Investments, Wealth Management, Financial Services, Portfolio Management, Banking, Asset Management, PowerPoint, Microsoft Excel, Microsoft Word, Project Management, Account Reconciliation, Bookkeeping, Customer Service, Small Business
Education
Stetson University 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Northern Trust 2010 - 2013
Wells Fargo 2007 - 2010
Wells Fargo 2006 - 2007
Skills
Investments, Wealth Management, Financial Services, Portfolio Management, Banking, Asset Management, PowerPoint, Microsoft Excel, Microsoft Word, Project Management, Account Reconciliation, Bookkeeping, Customer Service, Small Business
Education
Stetson University 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.