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
Michelle Markus, CFA, CFP® Michelle Markus, CFA, CFP®'s Northern Trust Experience February 2011 - Present
Job Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust February 2011 - Present
Governors State University January 2009 - Present
Northern Trust January 2007 - February 2011
Northern Trust January 2004 - January 2007
Skills
Asset Allocation, Asset Management, Finance, Equities, Investments, Investment Management, High Net Worth..., Portfolio Management, Morningstar, Program Management, Management, Investment Strategies, Hedge Funds, Alternative Investments, Wealth Management, Fixed Income, Mutual Funds, Securities
Education
The University of Chicago Booth School of Business 2007 — 2009
Master, Business Administration; Finance and Economics
Northern Trust February 2011 - Present
Governors State University January 2009 - Present
Northern Trust January 2007 - February 2011
Northern Trust January 2004 - January 2007
Skills
Asset Allocation, Asset Management, Finance, Equities, Investments, Investment Management, High Net Worth..., Portfolio Management, Morningstar, Program Management, Management, Investment Strategies, Hedge Funds, Alternative Investments, Wealth Management, Fixed Income, Mutual Funds, Securities
Education
The University of Chicago Booth School of Business 2007 — 2009
Master, Business Administration; Finance and Economics
Don Kim, CFA Don Kim, CFA's Northern Trust Experience November 2012 - June 2014
Job
Industry Banking
Experience
Bank of America July 2014 - Present
Northern Trust November 2012 - June 2014
Bank of America Merrill Lynch September 2010 - November 2012
BBCN Bank January 2005 - August 2010
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance, 3.6
University of California, Berkeley
Bachelor of Arts (BA), Economics, 3.7
Bank of America July 2014 - Present
Northern Trust November 2012 - June 2014
Bank of America Merrill Lynch September 2010 - November 2012
BBCN Bank January 2005 - August 2010
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance, 3.6
University of California, Berkeley
Bachelor of Arts (BA), Economics, 3.7
Cliff Hoppe Cliff Hoppe's Northern Trust Experience June 2008 - January 2015
Job Vice President SGCIB at Société Générale
Industry Financial Services
Experience
Société Générale January 2015 - Present
Northern Trust June 2008 - January 2015
Northern Trust September 2005 - July 2008
First Midwest Bank June 2004 - September 2005
Skills
Commerical Banking, Capital Structure, Accounting, Financial Analysis, Relationship Management, Business Development, Foreign Exchange Risk..., Risk Management, Cash Management, Commercial Banking, Credit Analysis, Credit, Banking, Investments
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance, Economics and Strategic Management
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
BBA, Finance
Société Générale January 2015 - Present
Northern Trust June 2008 - January 2015
Northern Trust September 2005 - July 2008
First Midwest Bank June 2004 - September 2005
Skills
Commerical Banking, Capital Structure, Accounting, Financial Analysis, Relationship Management, Business Development, Foreign Exchange Risk..., Risk Management, Cash Management, Commercial Banking, Credit Analysis, Credit, Banking, Investments
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance, Economics and Strategic Management
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
BBA, Finance
Brian Brady, CFA Brian Brady, CFA's Northern Trust Experience May 2001 - Present
Job Sr. Portfolio Manager at Northern Trust
Industry Investment Management
Experience
Northern Trust May 2001 - Present
Skills
Asset Allocation, Investments, High Net Worth..., Forecasting, Portfolio Management, Bloomberg, Alternative Investments, Fixed Income, Asset Managment, Derivatives, Valuation, Financial Modeling, Equities, Investment Management, Hedge Funds, Trading, Investment Banking, Wealth Management, Mutual Funds, Capital Markets, Equity Valuation, Securities, Asset Management, ETFs, Investment Strategies, Fund Of Funds, Financial Analysis, Strategic Financial..., Options, Financial Services, Equity Research, Wealth Management..., Bloomberg Terminal, Investment Advisory, Private Equity, Series 7, Financial Markets, Bonds
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance, Strategic Management, Managerial/Organizational Behavior
University of Illinois at Chicago 1997 — 2001
Bachelor of Science, Finance
Chatham Glenwood
Northern Trust May 2001 - Present
Skills
Asset Allocation, Investments, High Net Worth..., Forecasting, Portfolio Management, Bloomberg, Alternative Investments, Fixed Income, Asset Managment, Derivatives, Valuation, Financial Modeling, Equities, Investment Management, Hedge Funds, Trading, Investment Banking, Wealth Management, Mutual Funds, Capital Markets, Equity Valuation, Securities, Asset Management, ETFs, Investment Strategies, Fund Of Funds, Financial Analysis, Strategic Financial..., Options, Financial Services, Equity Research, Wealth Management..., Bloomberg Terminal, Investment Advisory, Private Equity, Series 7, Financial Markets, Bonds
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance, Strategic Management, Managerial/Organizational Behavior
University of Illinois at Chicago 1997 — 2001
Bachelor of Science, Finance
Chatham Glenwood
Andrew Gogerty Andrew Gogerty's Northern Trust Experience 2002 - 2004
Job Vice President, Investment Strategies at Newfound Research LLC
Industry Investment Management
Experience
Newfound Research LLC March 2014 - Present
Morningstar July 2011 - March 2014
Morningstar June 2004 - June 2011
Northern Trust 2002 - 2004
The National Futures Association 1999 - 2002
Skills
Portfolio Management, Mutual Funds, Due Diligence, ETFs, Strategy, Asset Management, Investments, Financial Modeling, Investment Management, Investment Strategies, Financial Analysis, Valuation, Morningstar Direct, Financial Markets
Education
The University of Chicago - Booth School of Business 2007 — 2010
MBA, Finance and Accounting
University of Illinois at Urbana-Champaign 1995 — 1999
BS, Accounting
Newfound Research LLC March 2014 - Present
Morningstar July 2011 - March 2014
Morningstar June 2004 - June 2011
Northern Trust 2002 - 2004
The National Futures Association 1999 - 2002
Skills
Portfolio Management, Mutual Funds, Due Diligence, ETFs, Strategy, Asset Management, Investments, Financial Modeling, Investment Management, Investment Strategies, Financial Analysis, Valuation, Morningstar Direct, Financial Markets
Education
The University of Chicago - Booth School of Business 2007 — 2010
MBA, Finance and Accounting
University of Illinois at Urbana-Champaign 1995 — 1999
BS, Accounting
Surveen Singh Surveen Singh's Northern Trust Experience June 2010 - August 2010
Job SMB Customer Insights Analyst at Facebook
Industry Internet
Experience
Facebook October 2014 - Present
Deloitte Consulting August 2012 - 2014
L'Oréal June 2011 - August 2011
Northern Trust June 2010 - August 2010
Northern Trust June 2009 - August 2010
Skills
Product Marketing, Marketing Strategy, Management Consulting, Pricing, Consumer Products, Marketing, Competitive Analysis, Digital Marketing, Tableau, Microsoft Excel, B2B2C, B2B Marketing Strategy, Consumer Insight
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
BBA, BA, Business Honors, Marketing, Plan II Honors
Facebook October 2014 - Present
Deloitte Consulting August 2012 - 2014
L'Oréal June 2011 - August 2011
Northern Trust June 2010 - August 2010
Northern Trust June 2009 - August 2010
Skills
Product Marketing, Marketing Strategy, Management Consulting, Pricing, Consumer Products, Marketing, Competitive Analysis, Digital Marketing, Tableau, Microsoft Excel, B2B2C, B2B Marketing Strategy, Consumer Insight
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
BBA, BA, Business Honors, Marketing, Plan II Honors
Paul Davies Paul Davies's Northern Trust Experience July 2008 - January 2010
Job Organization & Talent Development Leader at GE Transportation
Industry Transportation/Trucking/Railroad
Experience
GE Transportation January 2015 - Present
GE Mining August 2012 - January 2015
GE Healthcare November 2010 - July 2012
SABIC January 2010 - July 2010
Northern Trust July 2008 - January 2010
Hewlett-Packard April 2007 - May 2008
GE Plastics December 2004 - April 2007
GE Plastics November 2003 - December 2004
GE Capital June 2002 - November 2003
GE January 2000 - June 2002
Skills
Talent Management, Employee Engagement, Succession Planning, Organizational..., Human Resources, Change Management, Leadership Development, Talent Acquisition, Employee Relations, Culture Change, HR Strategy, Coaching, Six Sigma, Team Leadership, Organizational..., Global HR, Executive Development, Executive Coaching, Recruitment/Retention, Acquisition Integration, Compensation, HRIS, Strategy, Leadership, Workforce Planning, Program Management, Deferred Compensation, Management, Personnel Management, Organizational Design
Education
The University of Queensland 1996 — 1999
Business Management, Human Resource Management
The University of Queensland 1996 — 1999
Arts, Japanese Language
GE Transportation January 2015 - Present
GE Mining August 2012 - January 2015
GE Healthcare November 2010 - July 2012
SABIC January 2010 - July 2010
Northern Trust July 2008 - January 2010
Hewlett-Packard April 2007 - May 2008
GE Plastics December 2004 - April 2007
GE Plastics November 2003 - December 2004
GE Capital June 2002 - November 2003
GE January 2000 - June 2002
Skills
Talent Management, Employee Engagement, Succession Planning, Organizational..., Human Resources, Change Management, Leadership Development, Talent Acquisition, Employee Relations, Culture Change, HR Strategy, Coaching, Six Sigma, Team Leadership, Organizational..., Global HR, Executive Development, Executive Coaching, Recruitment/Retention, Acquisition Integration, Compensation, HRIS, Strategy, Leadership, Workforce Planning, Program Management, Deferred Compensation, Management, Personnel Management, Organizational Design
Education
The University of Queensland 1996 — 1999
Business Management, Human Resource Management
The University of Queensland 1996 — 1999
Arts, Japanese Language
David Smith, CFA's Northern Trust Experience November 1999 - April 2009
Job Managing Partner, Marquette Associates
Industry Investment Management
Experience
Marquette Associates April 2009 - Present
Northern Trust November 1999 - April 2009
McGuire Trading August 1997 - April 1999
Skills
Asset Allocation, Hedge Funds, Fixed Income, Equities, Investment Management, Alternative Investments, Investment Strategies, Fund Of Funds, Institutional..., Investment Advisory, Bonds, Capital Markets, Pension Funds, Pensions, Asset Managment
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA, Finance
University of Richmond 1993 — 1997
BS, Business Administration
Trinity Episcopal School 1989 — 1993
Marquette Associates April 2009 - Present
Northern Trust November 1999 - April 2009
McGuire Trading August 1997 - April 1999
Skills
Asset Allocation, Hedge Funds, Fixed Income, Equities, Investment Management, Alternative Investments, Investment Strategies, Fund Of Funds, Institutional..., Investment Advisory, Bonds, Capital Markets, Pension Funds, Pensions, Asset Managment
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA, Finance
University of Richmond 1993 — 1997
BS, Business Administration
Trinity Episcopal School 1989 — 1993
Kevin Butts's Northern Trust Experience October 2010 - March 2012
Job Vice President, Northern Trust Private Equity
Industry Financial Services
Experience
Northern Trust Private Equity April 2012 - Present
Northern Trust October 2010 - March 2012
Northern Trust Global Investments August 2009 - October 2010
Skills
Corporate Finance, Private Equity/Venture..., Private Equity, Fundraising, New Business Development, Presenter, Financial Projections, NPV/DCF analysis, Credit Underwriting, Due Diligence, Financial Analysis, Underwriting, Asset Management, Finance, Investments, Banking, Entrepreneurship, Leadership, Portfolio Management, Fixed Income, Equities, Management, Financial Modeling
Education
The University of Chicago - Booth School of Business 2010 — 2013
Master of Business Administration (MBA) with Honors, Analytic Finance, Entrepreneurship, Strategic Managment, Economics
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelors of Science with Honors, Finance
Institute for the International Education of Students 2008 — 2008
Business Ethics, Spanish Language
Northern Trust Private Equity April 2012 - Present
Northern Trust October 2010 - March 2012
Northern Trust Global Investments August 2009 - October 2010
Skills
Corporate Finance, Private Equity/Venture..., Private Equity, Fundraising, New Business Development, Presenter, Financial Projections, NPV/DCF analysis, Credit Underwriting, Due Diligence, Financial Analysis, Underwriting, Asset Management, Finance, Investments, Banking, Entrepreneurship, Leadership, Portfolio Management, Fixed Income, Equities, Management, Financial Modeling
Education
The University of Chicago - Booth School of Business 2010 — 2013
Master of Business Administration (MBA) with Honors, Analytic Finance, Entrepreneurship, Strategic Managment, Economics
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelors of Science with Honors, Finance
Institute for the International Education of Students 2008 — 2008
Business Ethics, Spanish Language
Arun Aggarwal, CPA Arun Aggarwal, CPA's Northern Trust Experience July 2006 - March 2007
Job VP Finance at Constellation Brands
Industry Food & Beverages
Experience
Constellation Brands June 2015 - Present
Constellation Brands November 2012 - June 2015
Constellation Brands July 2011 - November 2012
Constellation Brands May 2010 - July 2011
Constellation Brands March 2007 - May 2010
Northern Trust July 2006 - March 2007
National Futures Association June 2003 - June 2006
Skills
Corporate Finance, Accounting, Auditing, Strategic Planning, Marketing Strategy, Economics, Analytics, Cost, Microsoft Excel, Financial Risk, General Ledger, Innovation, JD Edwards, Key Performance..., Leadership, Non-profits, Pricing, User Acceptance Testing, Acquisitions, Financial Reporting, Financial Analysis, Financial Modeling, Financial Accounting, Managerial Finance, Financial Audits, Finance, Market Analysis, Business Strategy, Strategic Financial..., Strategic Alliances, Strategic Thinking, Critical Thinking, Analytic Thinking, Hyperion Enterprise, Essbase, Capital Budgeting, Business Valuation
Education
The University of Chicago - Booth School of Business 2009 — 2012
Master of Business Administration (MBA), Finance, Strategy, Marketing, and Economics
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor of Science (BS), Finance
Constellation Brands June 2015 - Present
Constellation Brands November 2012 - June 2015
Constellation Brands July 2011 - November 2012
Constellation Brands May 2010 - July 2011
Constellation Brands March 2007 - May 2010
Northern Trust July 2006 - March 2007
National Futures Association June 2003 - June 2006
Skills
Corporate Finance, Accounting, Auditing, Strategic Planning, Marketing Strategy, Economics, Analytics, Cost, Microsoft Excel, Financial Risk, General Ledger, Innovation, JD Edwards, Key Performance..., Leadership, Non-profits, Pricing, User Acceptance Testing, Acquisitions, Financial Reporting, Financial Analysis, Financial Modeling, Financial Accounting, Managerial Finance, Financial Audits, Finance, Market Analysis, Business Strategy, Strategic Financial..., Strategic Alliances, Strategic Thinking, Critical Thinking, Analytic Thinking, Hyperion Enterprise, Essbase, Capital Budgeting, Business Valuation
Education
The University of Chicago - Booth School of Business 2009 — 2012
Master of Business Administration (MBA), Finance, Strategy, Marketing, and Economics
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor of Science (BS), Finance
Melissa Beaver Melissa Beaver's Northern Trust Experience May 2011 - July 2011
Job Revenue Services Sr. Financial Analyst Finance Development Program
Industry Financial Services
Experience
Dell September 2015 - Present
Dell March 2015 - September 2015
Dell August 2014 - February 2015
Dell March 2014 - August 2014
Dell August 2013 - February 2014
Dell May 2012 - August 2012
CIBER (Center of International Business Education & Research) January 2011 - May 2012
McCombs School of Business August 2011 - December 2011
Northern Trust May 2011 - July 2011
Frisco Athletic Center June 2008 - August 2009
Skills
Event Planning, Finance, Program Management, PowerPoint, Microsoft Excel, Time Management, Team Leadership, Access, Teamwork, Social Networking, Organization, Financial Modeling, Data Analysis, Forecasting, Written & Oral..., Excel, Budgeting, Able To Multi-task, Attention To Detail, Corporate FP&A, Controllership, Accounting, Business Planning, Case Studies, Project Management, Global Teams
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
Bachelor of Business Administration, Finance/International Business
University of Edinburgh 2010 — 2010
Business Law
Dell September 2015 - Present
Dell March 2015 - September 2015
Dell August 2014 - February 2015
Dell March 2014 - August 2014
Dell August 2013 - February 2014
Dell May 2012 - August 2012
CIBER (Center of International Business Education & Research) January 2011 - May 2012
McCombs School of Business August 2011 - December 2011
Northern Trust May 2011 - July 2011
Frisco Athletic Center June 2008 - August 2009
Skills
Event Planning, Finance, Program Management, PowerPoint, Microsoft Excel, Time Management, Team Leadership, Access, Teamwork, Social Networking, Organization, Financial Modeling, Data Analysis, Forecasting, Written & Oral..., Excel, Budgeting, Able To Multi-task, Attention To Detail, Corporate FP&A, Controllership, Accounting, Business Planning, Case Studies, Project Management, Global Teams
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
Bachelor of Business Administration, Finance/International Business
University of Edinburgh 2010 — 2010
Business Law
Tamara Tammy Dowd Tamara Tammy Dowd's Northern Trust Experience February 2008 - May 2011
Job Senior Relationship Manager at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank November 2014 - Present
Fifth Third Bank April 2011 - October 2014
Northern Trust February 2008 - May 2011
Merrill Lynch Capital July 2002 - July 2007
Weber Shandwick October 1998 - March 2002
Skills
Portfolio Management, Commercial Banking, Relationship Management, New Business Development, Credit, Credit Analysis, Loans, Commercial Lending, Banking, Investments, Financial Analysis, Asset Management, Capital Markets, Financial Modeling, Risk Management, Financial Services, Underwriting, Valuation, Credit Risk, Corporate Finance, Investment Banking, Treasury Management, Insurance, Series 7
Education
The University of Chicago - Booth School of Business 2003 — 2006
Master of Business Administration (MBA)
University of Michigan 1993 — 1997
BA
Powers Catholic
Fifth Third Bank November 2014 - Present
Fifth Third Bank April 2011 - October 2014
Northern Trust February 2008 - May 2011
Merrill Lynch Capital July 2002 - July 2007
Weber Shandwick October 1998 - March 2002
Skills
Portfolio Management, Commercial Banking, Relationship Management, New Business Development, Credit, Credit Analysis, Loans, Commercial Lending, Banking, Investments, Financial Analysis, Asset Management, Capital Markets, Financial Modeling, Risk Management, Financial Services, Underwriting, Valuation, Credit Risk, Corporate Finance, Investment Banking, Treasury Management, Insurance, Series 7
Education
The University of Chicago - Booth School of Business 2003 — 2006
Master of Business Administration (MBA)
University of Michigan 1993 — 1997
BA
Powers Catholic
Emilio Ramos Emilio Ramos's Northern Trust Experience May 2010 - February 2012
Job Business Analyst
Industry Investment Management
Experience
Etherios June 2015 - Present
Cedar Capital April 2013 - May 2015
Capgemini Consulting February 2012 - March 2013
Northern Trust May 2010 - February 2012
Northern Trust October 2008 - May 2010
Chase March 2007 - April 2008
Northwestern Mutual June 2006 - March 2007
University of Illinois at Urbana-Champaign January 2004 - May 2006
Skills
Securities, Finance, Financial Services, Portfolio Management, Microsoft Office, Bloomberg Terminal, Microsoft Excel, Process Improvement, Accounting, Account Reconciliation, Fund Accounting, Analysis, Acquisition Integration, Visual Basic Programmer, Sunguard Enterprise, Access, VBA, Change Management, Time Management, Financial Markets, SQL, Alternative Investments, Visio, Back Office, Insurance, Sales, Visual C#, Fund Administration, Financial Accounting, Requirements Gathering, SharePoint, Quality Center, Visual Basic, Global Custody, Salesforce.com..., Salesforce.com..., Business Requirements, Requirements Management, .NET, Reporting & Analysis, Business Intelligence, Business Process..., Technology Integration, Cost Planning, Project Management, Data Warehouse..., Microsoft SQL Server, Backtesting, Business Workflows, Wireframes
Education
University of Illinois at Urbana-Champaign 2002 — 2006
BA, Economics/Statistics
The University of Chicago Booth School of Business
Etherios June 2015 - Present
Cedar Capital April 2013 - May 2015
Capgemini Consulting February 2012 - March 2013
Northern Trust May 2010 - February 2012
Northern Trust October 2008 - May 2010
Chase March 2007 - April 2008
Northwestern Mutual June 2006 - March 2007
University of Illinois at Urbana-Champaign January 2004 - May 2006
Skills
Securities, Finance, Financial Services, Portfolio Management, Microsoft Office, Bloomberg Terminal, Microsoft Excel, Process Improvement, Accounting, Account Reconciliation, Fund Accounting, Analysis, Acquisition Integration, Visual Basic Programmer, Sunguard Enterprise, Access, VBA, Change Management, Time Management, Financial Markets, SQL, Alternative Investments, Visio, Back Office, Insurance, Sales, Visual C#, Fund Administration, Financial Accounting, Requirements Gathering, SharePoint, Quality Center, Visual Basic, Global Custody, Salesforce.com..., Salesforce.com..., Business Requirements, Requirements Management, .NET, Reporting & Analysis, Business Intelligence, Business Process..., Technology Integration, Cost Planning, Project Management, Data Warehouse..., Microsoft SQL Server, Backtesting, Business Workflows, Wireframes
Education
University of Illinois at Urbana-Champaign 2002 — 2006
BA, Economics/Statistics
The University of Chicago Booth School of Business
Jay Eisenhardt Jay Eisenhardt's Northern Trust Experience August 2004 - November 2004
Job Quantitative Analyst at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management September 2013 - Present
UBS Global Asset Management July 2011 - September 2013
UBS Global Asset Management November 2008 - June 2011
UBS Global Asset Management November 2004 - September 2008
Northern Trust August 2004 - November 2004
Northwestern Mutual May 2003 - May 2004
Skills
Quantitative Investing, Behavioral Finance, Portfolio Optimization, Portfolio Construction, Portfolio Management, Statistical Modeling, Quantitative Research, Economic Research, Financial Modeling, Data Modeling, Econometrics, Matlab, Bloomberg, VBA, R, SAS, E-Views, Barra Aegis, Factset, MS Access, Excel, Reuters Bridge, Callan PEP, PL/SQL, Equities, Axioma
Education
The University of Chicago Booth School of Business
Master of Business Administration, Analytical Finance, Econometrics and Statistics, Economics
University of Missouri-Columbia
BSBA, Finance and Banking, Cum Laude
UBS Global Asset Management September 2013 - Present
UBS Global Asset Management July 2011 - September 2013
UBS Global Asset Management November 2008 - June 2011
UBS Global Asset Management November 2004 - September 2008
Northern Trust August 2004 - November 2004
Northwestern Mutual May 2003 - May 2004
Skills
Quantitative Investing, Behavioral Finance, Portfolio Optimization, Portfolio Construction, Portfolio Management, Statistical Modeling, Quantitative Research, Economic Research, Financial Modeling, Data Modeling, Econometrics, Matlab, Bloomberg, VBA, R, SAS, E-Views, Barra Aegis, Factset, MS Access, Excel, Reuters Bridge, Callan PEP, PL/SQL, Equities, Axioma
Education
The University of Chicago Booth School of Business
Master of Business Administration, Analytical Finance, Econometrics and Statistics, Economics
University of Missouri-Columbia
BSBA, Finance and Banking, Cum Laude
Annie Hickman, CFA Annie Hickman, CFA's Northern Trust Experience March 2014 - March 2015
Job Consultant at The Boston Consulting Group
Industry Financial Services
Experience
The Boston Consulting Group September 2015 - Present
Northern Trust March 2014 - March 2015
Northern Trust April 2012 - February 2014
LS Investment Advisors August 2010 - March 2012
LS Investment Advisors, LLC August 2008 - July 2010
Marsh June 2007 - August 2007
BHP Billiton June 2006 - August 2006
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (M.B.A.), High Honors
Whitman College 2004 — 2008
BA, Economics
Brighton High School
The Boston Consulting Group September 2015 - Present
Northern Trust March 2014 - March 2015
Northern Trust April 2012 - February 2014
LS Investment Advisors August 2010 - March 2012
LS Investment Advisors, LLC August 2008 - July 2010
Marsh June 2007 - August 2007
BHP Billiton June 2006 - August 2006
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (M.B.A.), High Honors
Whitman College 2004 — 2008
BA, Economics
Brighton High School
Dominic P. Wycklendt, CFA, CPWA®, CFP® Dominic P. Wycklendt, CFA, CPWA®, CFP®'s Northern Trust Experience September 2009 - Present
Job Senior Portfolio Manager at Northern Trust Corporation
Industry Financial Services
Experience
Balsz Community Education Foundation May 2011 - Present
Northern Trust September 2009 - Present
Northern Trust Corporation September 2009 - Present
Social Venture Partners Arizona 2006 - Present
Aid to Adoption of Special Kids 2006 - 2011
Robert W. Baird & Co. March 2002 - April 2009
Skills
Portfolio Management, Investment Strategies, Financial Services, Investments, Asset Managment, Risk Management, Non-profits, Asset Allocation, Financial Analysis, Personal Financial..., Finance, Equities, Strategy, Asset Management, Wealth Management, Management
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance & Accounting
University of Wisconsin-Milwaukee 1980 — 1984
Bachelor of Science (BS), Mechanical Engineering
Balsz Community Education Foundation May 2011 - Present
Northern Trust September 2009 - Present
Northern Trust Corporation September 2009 - Present
Social Venture Partners Arizona 2006 - Present
Aid to Adoption of Special Kids 2006 - 2011
Robert W. Baird & Co. March 2002 - April 2009
Skills
Portfolio Management, Investment Strategies, Financial Services, Investments, Asset Managment, Risk Management, Non-profits, Asset Allocation, Financial Analysis, Personal Financial..., Finance, Equities, Strategy, Asset Management, Wealth Management, Management
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance & Accounting
University of Wisconsin-Milwaukee 1980 — 1984
Bachelor of Science (BS), Mechanical Engineering
John D. Skjervem, CFA's Northern Trust Experience January 2012 - September 2012
Job Chief Investment Officer at Oregon State Treasury
Industry Investment Management
Experience
Oregon State Treasury November 2012 - Present
Northern Trust January 2012 - September 2012
Northern Trust January 2005 - December 2011
CFA Society of Chicago July 2007 - June 2010
Northern Trust July 2002 - January 2005
Northern Trust June 1997 - July 2002
Northern Trust July 1991 - June 1997
Skills
Asset Allocation, Wealth Management, Asset Managment, Alternative Investments, Portfolio Management, Hedge Funds, Investment Strategies, Investments, Equities, Investment Management, Fixed Income, Investment Advisory, Mutual Funds, Private Equity, High Net Worth..., Financial Analysis, Private Banking, Asset Management, Equity Research, Risk Management, Fund Of Funds, Capital Markets, Securities, Bonds, Financial Markets, Wealth Management...
Education
The University of Chicago - Booth School of Business
MBA, Finance and Statistics
University of California, Santa Barbara
BA, Economics
Oregon State Treasury November 2012 - Present
Northern Trust January 2012 - September 2012
Northern Trust January 2005 - December 2011
CFA Society of Chicago July 2007 - June 2010
Northern Trust July 2002 - January 2005
Northern Trust June 1997 - July 2002
Northern Trust July 1991 - June 1997
Skills
Asset Allocation, Wealth Management, Asset Managment, Alternative Investments, Portfolio Management, Hedge Funds, Investment Strategies, Investments, Equities, Investment Management, Fixed Income, Investment Advisory, Mutual Funds, Private Equity, High Net Worth..., Financial Analysis, Private Banking, Asset Management, Equity Research, Risk Management, Fund Of Funds, Capital Markets, Securities, Bonds, Financial Markets, Wealth Management...
Education
The University of Chicago - Booth School of Business
MBA, Finance and Statistics
University of California, Santa Barbara
BA, Economics
Jim Leckinger CPA® CFA® CIMA® Jim Leckinger CPA® CFA® CIMA®'s Northern Trust Experience May 2000 - September 2014
Job Senior Vice President Investment Consultant at Graystone Consulting, NMLS #1398796
Industry Investment Management
Experience
Graystone Consulting September 2014 - Present
Northern Trust May 2000 - September 2014
First Oak Brook Bancshares, Inc. June 1988 - May 2000
US Navy May 1984 - June 1988
Skills
Investment Management, Investment Strategies, Portfolio Management, Investments, Asset Allocation, Financial Advisory, Investment Policy, Investment Advisory..., Investment Advisory, Asset Managment, Finance, Financial Services, Alternative Investments, Investment Banking, Asset Management, Hedge Funds, Equities, Wealth Management
Education
University of Chicago Graduate School of Business 1990 — 1993
Master of Business Administration (MBA), Accounting and Finance, Graduated with Honors
University of Illinois at Urbana-Champaign 1980 — 1984
BS, Finance, Graduated with High Honors
Graystone Consulting September 2014 - Present
Northern Trust May 2000 - September 2014
First Oak Brook Bancshares, Inc. June 1988 - May 2000
US Navy May 1984 - June 1988
Skills
Investment Management, Investment Strategies, Portfolio Management, Investments, Asset Allocation, Financial Advisory, Investment Policy, Investment Advisory..., Investment Advisory, Asset Managment, Finance, Financial Services, Alternative Investments, Investment Banking, Asset Management, Hedge Funds, Equities, Wealth Management
Education
University of Chicago Graduate School of Business 1990 — 1993
Master of Business Administration (MBA), Accounting and Finance, Graduated with Honors
University of Illinois at Urbana-Champaign 1980 — 1984
BS, Finance, Graduated with High Honors
Hailey Alexander Hailey Alexander's Northern Trust Experience July 2010 - January 2012
Job Landman Technician at Antero Resources
Industry Oil & Energy
Experience
Antero Resources May 2014 - Present
Postlethwaite & Netterville July 2013 - January 2014
NextGreatPlace, Inc. January 2012 - May 2013
Northern Trust July 2010 - January 2012
Curley Financial Group January 2009 - March 2009
Baird Fitzgerald Partners June 2008 - August 2008
Gables Residential June 2007 - August 2007
Skills
Social Media, Event Management, Facebook, Event Planning, Salesforce.com, Social Networking, Customer Service, Start-ups, Marketing, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis
Education
The University of Georgia 2006 — 2010
Finance
University of Georgia - Terry College of Business 2006 — 2010
Bachelors, Finance
Universidad del Salvador 2009 — 2009
minor, Spanish
Antero Resources May 2014 - Present
Postlethwaite & Netterville July 2013 - January 2014
NextGreatPlace, Inc. January 2012 - May 2013
Northern Trust July 2010 - January 2012
Curley Financial Group January 2009 - March 2009
Baird Fitzgerald Partners June 2008 - August 2008
Gables Residential June 2007 - August 2007
Skills
Social Media, Event Management, Facebook, Event Planning, Salesforce.com, Social Networking, Customer Service, Start-ups, Marketing, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis
Education
The University of Georgia 2006 — 2010
Finance
University of Georgia - Terry College of Business 2006 — 2010
Bachelors, Finance
Universidad del Salvador 2009 — 2009
minor, Spanish
Enrique (Rick) Gomez Enrique (Rick) Gomez's Northern Trust Experience January 2011 - January 2014
Job Senior Vice President and Managing Director at Northern Trust Corporation
Industry Investment Management
Experience
Northern Trust Corporation January 2014 - Present
Northern Trust January 2011 - January 2014
Northern Trust September 2007 - May 2011
Northern Trust March 2005 - September 2007
Northern Trust May 2004 - March 2005
Skills
Wealth Management, Finance, Investments, Asset Allocation, Risk Management, Corporate Finance, Financial Analysis, Private Banking, Commercial Banking, Private Equity, Business Development, Underwriting, Portfolio Management, Leadership, New Business Development, Client Development, Financial Planning, Relationship Management, Banking, Investment Management, Asset Management
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Economics, Finance, Strategy
University of Chicago
AB, cum laude, Political Science
Northern Trust Corporation January 2014 - Present
Northern Trust January 2011 - January 2014
Northern Trust September 2007 - May 2011
Northern Trust March 2005 - September 2007
Northern Trust May 2004 - March 2005
Skills
Wealth Management, Finance, Investments, Asset Allocation, Risk Management, Corporate Finance, Financial Analysis, Private Banking, Commercial Banking, Private Equity, Business Development, Underwriting, Portfolio Management, Leadership, New Business Development, Client Development, Financial Planning, Relationship Management, Banking, Investment Management, Asset Management
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Economics, Finance, Strategy
University of Chicago
AB, cum laude, Political Science
David Alongi, CFA David Alongi, CFA's Northern Trust Experience January 1999 - August 2000
Job Senior Vice President / Director, Fixed Income Index Management at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management April 2007 - Present
Northern Trust Global Investments August 2000 - April 2007
Northern Trust January 1999 - August 2000
Northern Trust November 1996 - January 1999
Skills
Investment Strategies, Investment Management, Asset Managment, Fixed Income, Asset Allocation, Asset Management, Portfolio Management, Hedge Funds, Alternative Investments, Mutual Funds, Investments, Series 7, Capital Markets, Bloomberg, Bonds
Education
The University of Chicago - Booth School of Business 1991 — 1995
MBA, Finance
University of Illinois at Urbana-Champaign 1981 — 1985
BS, Industrial / Organizational Psychology
Northern Trust Asset Management April 2007 - Present
Northern Trust Global Investments August 2000 - April 2007
Northern Trust January 1999 - August 2000
Northern Trust November 1996 - January 1999
Skills
Investment Strategies, Investment Management, Asset Managment, Fixed Income, Asset Allocation, Asset Management, Portfolio Management, Hedge Funds, Alternative Investments, Mutual Funds, Investments, Series 7, Capital Markets, Bloomberg, Bonds
Education
The University of Chicago - Booth School of Business 1991 — 1995
MBA, Finance
University of Illinois at Urbana-Champaign 1981 — 1985
BS, Industrial / Organizational Psychology
Donn Reinelt, CAIA Donn Reinelt, CAIA's Northern Trust Experience 2004 - 2004
Job Alternative Investments Specialist
Industry Investment Management
Experience
Adept Advisors LLC 2009 - Present
Sciens Hedge Fund Management 2005 - 2009
Northern Trust 2004 - 2004
KPMG 2000 - 2003
Cambridge Financial Services Group 1987 - 2000
Skills
Pension Funds, Hedge Funds, Employee Benefits, Business Development, Private Equity, Investment Management, Alternative Investments, Wealth Management, Hedging, Deferred Compensation, Investments, Risk Management, Equities, Asset Managment, Fixed Income, Capital Markets
Education
University of Chicago Graduate School of Business
MBA, Finance, Interenational Trade
University of Michigan
BSE, Science Engineering
Adept Advisors LLC 2009 - Present
Sciens Hedge Fund Management 2005 - 2009
Northern Trust 2004 - 2004
KPMG 2000 - 2003
Cambridge Financial Services Group 1987 - 2000
Skills
Pension Funds, Hedge Funds, Employee Benefits, Business Development, Private Equity, Investment Management, Alternative Investments, Wealth Management, Hedging, Deferred Compensation, Investments, Risk Management, Equities, Asset Managment, Fixed Income, Capital Markets
Education
University of Chicago Graduate School of Business
MBA, Finance, Interenational Trade
University of Michigan
BSE, Science Engineering
Peter Zymali Peter Zymali's Northern Trust Experience October 2007 - Present
Job Portfolio Manager at Northern Trust
Industry Investment Management
Experience
Northern Trust October 2007 - Present
Northern Trust May 2007 - October 2007
Northern Trust February 2004 - May 2007
Northern Trust March 2002 - February 2004
Skills
Asset Allocation, Asset Management, Equities, Financial Markets, Fixed Income, Hedge Funds, Investments, Morningstar, Portfolio Management, Risk Management, Wealth Management, Bloomberg
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Finance, Economics, Managerial and Organizational Behavior
University of Arizona
Bachelor of Science, Finance
Northern Trust October 2007 - Present
Northern Trust May 2007 - October 2007
Northern Trust February 2004 - May 2007
Northern Trust March 2002 - February 2004
Skills
Asset Allocation, Asset Management, Equities, Financial Markets, Fixed Income, Hedge Funds, Investments, Morningstar, Portfolio Management, Risk Management, Wealth Management, Bloomberg
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Finance, Economics, Managerial and Organizational Behavior
University of Arizona
Bachelor of Science, Finance
Mitchell Thornton Mitchell Thornton's Northern Trust Experience August 2010 - Present
Job Senior Vice President at Northern Trust
Industry Investment Management
Experience
Northern Trust August 2010 - Present
Banc of America Investments 2006 - 2009
Wells Fargo Investments 2005 - 2006
Morgan Stanley 1994 - 2005
Skills
Investments, Wealth Management, Strategy, Series 7, CRM, Alternative Investments
Education
The University of Texas at Austin 1989 — 1992
BA, Economics
Northern Trust August 2010 - Present
Banc of America Investments 2006 - 2009
Wells Fargo Investments 2005 - 2006
Morgan Stanley 1994 - 2005
Skills
Investments, Wealth Management, Strategy, Series 7, CRM, Alternative Investments
Education
The University of Texas at Austin 1989 — 1992
BA, Economics
Kelly McCarthy Mannard's Northern Trust Experience February 2009 - Present
Job Executive Vice President and Chief Strategy & Marketing Officer at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation July 2014 - Present
Northern Trust February 2009 - Present
YMCA of Metropolitan Chicago March 1995 - March 2002
Illinois House Speaker, Michael J. Madigan June 1990 - February 1995
Skills
Financial Services, Investments, Strategy, Marketing Strategy, Wealth Management, Banking, Online Advertising, Mutual Funds, Brand Management, Risk Management, Financial Analysis, Digital Marketing, Social Media, Public Speaking, Corporate Communications, Analytics, Business Strategy, Digital Strategy, Corporate Branding, Brand Awareness, Marketing Communications, Brand Development, Interactive Advertising, Strategic Planning, Corporate Events, Advertising, Leadership, Digital Media, Corporate Identity, Marketing, Strategic Communications, Direct Marketing, Fundraising, Creative Direction, Integrated Marketing, Public Relations, Management
Education
University of Kansas
Bachelor of Science
Northern Trust Corporation July 2014 - Present
Northern Trust February 2009 - Present
YMCA of Metropolitan Chicago March 1995 - March 2002
Illinois House Speaker, Michael J. Madigan June 1990 - February 1995
Skills
Financial Services, Investments, Strategy, Marketing Strategy, Wealth Management, Banking, Online Advertising, Mutual Funds, Brand Management, Risk Management, Financial Analysis, Digital Marketing, Social Media, Public Speaking, Corporate Communications, Analytics, Business Strategy, Digital Strategy, Corporate Branding, Brand Awareness, Marketing Communications, Brand Development, Interactive Advertising, Strategic Planning, Corporate Events, Advertising, Leadership, Digital Media, Corporate Identity, Marketing, Strategic Communications, Direct Marketing, Fundraising, Creative Direction, Integrated Marketing, Public Relations, Management
Education
University of Kansas
Bachelor of Science
Carol Hoppe Carol Hoppe's Northern Trust Experience December 2011 - December 2013
Job Executive Assistant Resource Environmental Solutions LLC
Industry Environmental Services
Experience
Resource Environmental Solutions LLC April 2014 - Present
Northern Trust December 2011 - December 2013
Morgan Stanley Smith Barney August 2009 - August 2010
Merrill Lynch Family Office Services August 2005 - July 2008
Merrill Lynch 1978 - 1983
Education
The University of Texas at Austin 1974 — 1978
BBA
Resource Environmental Solutions LLC April 2014 - Present
Northern Trust December 2011 - December 2013
Morgan Stanley Smith Barney August 2009 - August 2010
Merrill Lynch Family Office Services August 2005 - July 2008
Merrill Lynch 1978 - 1983
Education
The University of Texas at Austin 1974 — 1978
BBA
Kevin Duman's Northern Trust Experience January 2010 - September 2010
Job Business Anaylst IV
Industry Computer Software
Experience
OptumRx October 2011 - Present
Duman Consulting, LLC October 2009 - October 2011
Northern Trust January 2010 - September 2010
Northern Trust Company October 2009 - January 2010
Accenture September 2008 - September 2009
Accenture February 2008 - September 2008
Accenture 2006 - January 2008
Accenture 1999 - 2005
Accenture March 1998 - 1999
Donlen Corporation 1996 - March 1998
Skills
SharePoint, Project Management, Microsoft SQL Server, .NET, XML, Visual Basic, Product Management, PL/SQL, Database Design, COBOL, Visual Studio, T-SQL, OOP, Microsoft Office, ADO.NET, Windows Vista, Windows NT, Windows 2000, Microsoft Windows 98, Requirements Analysis, Integration, SQL, Business Analysis, Software Documentation, SDLC, Business Requirements
Education
The University of Kansas 1984 — 1989
BS, Computer Science
ITIL Training
OptumRx October 2011 - Present
Duman Consulting, LLC October 2009 - October 2011
Northern Trust January 2010 - September 2010
Northern Trust Company October 2009 - January 2010
Accenture September 2008 - September 2009
Accenture February 2008 - September 2008
Accenture 2006 - January 2008
Accenture 1999 - 2005
Accenture March 1998 - 1999
Donlen Corporation 1996 - March 1998
Skills
SharePoint, Project Management, Microsoft SQL Server, .NET, XML, Visual Basic, Product Management, PL/SQL, Database Design, COBOL, Visual Studio, T-SQL, OOP, Microsoft Office, ADO.NET, Windows Vista, Windows NT, Windows 2000, Microsoft Windows 98, Requirements Analysis, Integration, SQL, Business Analysis, Software Documentation, SDLC, Business Requirements
Education
The University of Kansas 1984 — 1989
BS, Computer Science
ITIL Training
Dave Murdock Dave Murdock's Northern Trust Experience September 2005 - February 2013
Job Vice President at Brownson, Rehmus & Foxworth, Inc.
Industry Financial Services
Experience
Brownson, Rehmus & Foxworth, Inc. February 2015 - Present
Silvercrest Asset Management May 2013 - May 2014
Northern Trust September 2005 - February 2013
Ernst & Young January 2002 - October 2005
AXA Advisors July 1992 - January 2002
Skills
Wealth Management, Portfolio Management, Investment Management, Private Equity, Asset Allocation, Hedge Funds, Alternative Investments, Venture Capital, Strategy, Personal Financial..., Angel Investing, Start-up Ventures, Income Tax Planning and..., Estate Tax Planning, Macroeconomic Strategy, Investments, Asset Management, Strategic Financial..., Morningstar, Investment Advisory, Due Diligence
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA
The University of Kansas 1988 — 1992
BS, Business/Finance
Brownson, Rehmus & Foxworth, Inc. February 2015 - Present
Silvercrest Asset Management May 2013 - May 2014
Northern Trust September 2005 - February 2013
Ernst & Young January 2002 - October 2005
AXA Advisors July 1992 - January 2002
Skills
Wealth Management, Portfolio Management, Investment Management, Private Equity, Asset Allocation, Hedge Funds, Alternative Investments, Venture Capital, Strategy, Personal Financial..., Angel Investing, Start-up Ventures, Income Tax Planning and..., Estate Tax Planning, Macroeconomic Strategy, Investments, Asset Management, Strategic Financial..., Morningstar, Investment Advisory, Due Diligence
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA
The University of Kansas 1988 — 1992
BS, Business/Finance
Jessica Orrick Jessica Orrick's Northern Trust Experience April 2007 - September 2012
Job Self Employed
Industry Financial Services
Experience
Northern Trust April 2007 - September 2012
MBS Quoteline July 2005 - April 2007
Whole Foods July 2001 - May 2002
Skills
Bloomberg
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 2006
Business Administration, Finance
Northern Trust April 2007 - September 2012
MBS Quoteline July 2005 - April 2007
Whole Foods July 2001 - May 2002
Skills
Bloomberg
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 2006
Business Administration, Finance
Alex Nikolov Alex Nikolov's Northern Trust Experience 2012 - Present
Job Foreign Exchange Credit Risk Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust 2012 - Present
Northern Trust 2007 - 2012
Northern Trust 2004 - 2007
Northern Trust 2001 - 2004
Northern Trust 2000 - 2001
Northern Trust 1997 - 2000
Skills
Counterparty Credit..., Credit Risk, Financial Analysis, Project Management, Foreign Exchange Risk..., Risk Management, Leadership, Dodd-Frank, Financial Markets, Risk Modeling..., Microsoft Excel, Derivatives, Regulatory Capital, Basel II, Business Strategy, Business Analysis, Commercial Lending, Banking, Asset Custody, Financial Services, Finance, Financial Risk
Education
The University of Chicago Booth School of Business 2002 — 2005
Master of Business Administration (MBA), Accounting and Finance
Illinois Institute of Technology, Stuart School of Business 1997 — 2000
Masters of Science, Financial Markets & Trading
Illinois Institute of Technology, Stuart School of Business 1994 — 1997
Bachelor of Science in Business Administration, Accounting and Finance
Northern Trust 2012 - Present
Northern Trust 2007 - 2012
Northern Trust 2004 - 2007
Northern Trust 2001 - 2004
Northern Trust 2000 - 2001
Northern Trust 1997 - 2000
Skills
Counterparty Credit..., Credit Risk, Financial Analysis, Project Management, Foreign Exchange Risk..., Risk Management, Leadership, Dodd-Frank, Financial Markets, Risk Modeling..., Microsoft Excel, Derivatives, Regulatory Capital, Basel II, Business Strategy, Business Analysis, Commercial Lending, Banking, Asset Custody, Financial Services, Finance, Financial Risk
Education
The University of Chicago Booth School of Business 2002 — 2005
Master of Business Administration (MBA), Accounting and Finance
Illinois Institute of Technology, Stuart School of Business 1997 — 2000
Masters of Science, Financial Markets & Trading
Illinois Institute of Technology, Stuart School of Business 1994 — 1997
Bachelor of Science in Business Administration, Accounting and Finance
Ryan Robinson's Northern Trust Experience November 2009 - Present
Job Portfolio Manager at The Northern Trust Company
Industry Investment Management
Experience
Northern Trust November 2009 - Present
Northern Trust December 2006 - October 2009
Northern Trust December 2002 - November 2006
Northern Trust September 2000 - November 2002
Skills
Investment Strategies, Portfolio Management, Wealth Management, Investments, Valuation, Finance, Derivatives, Private Equity, Training, Risk Management, Mutual Funds, Securities, Investment Management, Management, Financial Analysis, Financial Services, Fixed Income, Asset Management, Asset Allocation, Analysis, Estate Planning, Alternative Investments, New Business Development, Hedge Funds, Financial Modeling, Banking, Strategic Financial..., Investment Advisory, Retirement Planning, Economics, High Net Worth..., ETFs, Private Banking, Wealth Management..., Insurance, Commercial Banking, Investment Banking, Options, Financial Markets, Mergers & Acquisitions, Equity Research, Loans, Capital Markets, Business Valuation, Financial Advisory, Credit, Due Diligence, Corporate Finance, Relationship Management
Education
Kelldstadt Graduate School of Business, DePaul University 2002 — 2005
Masters; MBA, Business Administration; Finance
University of Kansas 1996 — 2000
Bachelor of General Studies, Economics
Northern Trust November 2009 - Present
Northern Trust December 2006 - October 2009
Northern Trust December 2002 - November 2006
Northern Trust September 2000 - November 2002
Skills
Investment Strategies, Portfolio Management, Wealth Management, Investments, Valuation, Finance, Derivatives, Private Equity, Training, Risk Management, Mutual Funds, Securities, Investment Management, Management, Financial Analysis, Financial Services, Fixed Income, Asset Management, Asset Allocation, Analysis, Estate Planning, Alternative Investments, New Business Development, Hedge Funds, Financial Modeling, Banking, Strategic Financial..., Investment Advisory, Retirement Planning, Economics, High Net Worth..., ETFs, Private Banking, Wealth Management..., Insurance, Commercial Banking, Investment Banking, Options, Financial Markets, Mergers & Acquisitions, Equity Research, Loans, Capital Markets, Business Valuation, Financial Advisory, Credit, Due Diligence, Corporate Finance, Relationship Management
Education
Kelldstadt Graduate School of Business, DePaul University 2002 — 2005
Masters; MBA, Business Administration; Finance
University of Kansas 1996 — 2000
Bachelor of General Studies, Economics
Erick Pfaucht Erick Pfaucht's Northern Trust Experience May 2010 - January 2011
Job Senior Director Financial Risk Management at McDonald's Corporation
Industry Restaurants
Experience
McDonald's Corporation September 2013 - Present
McDonald's Corporation January 2011 - Present
Northern Trust May 2010 - January 2011
GE Healthcare August 2006 - May 2010
Citigroup August 2005 - August 2006
McDonald's 2002 - 2005
McDonald's Corporation 1999 - 2002
Ernst & Young 1997 - 1999
Skills
FX Options, Derivatives, Trading, Financial Risk, Commodity, Treasury, Risk Management, Strategic Financial..., Hedging, Financial Modeling, Finance, Strategy, Foreign Exchange, Accounting, Corporate Finance, Currency
Education
The University of Chicago Booth School of Business 2002 — 2005
MBA, Finance and Economics
The University of Chicago Booth School of Business 2002 — 2005
Master of Business Administration (M.B.A.), Finance and Economics
University of Illinois at Urbana-Champaign - College of Business 1994 — 1997
Accountancy, Accountancy
McDonald's Corporation September 2013 - Present
McDonald's Corporation January 2011 - Present
Northern Trust May 2010 - January 2011
GE Healthcare August 2006 - May 2010
Citigroup August 2005 - August 2006
McDonald's 2002 - 2005
McDonald's Corporation 1999 - 2002
Ernst & Young 1997 - 1999
Skills
FX Options, Derivatives, Trading, Financial Risk, Commodity, Treasury, Risk Management, Strategic Financial..., Hedging, Financial Modeling, Finance, Strategy, Foreign Exchange, Accounting, Corporate Finance, Currency
Education
The University of Chicago Booth School of Business 2002 — 2005
MBA, Finance and Economics
The University of Chicago Booth School of Business 2002 — 2005
Master of Business Administration (M.B.A.), Finance and Economics
University of Illinois at Urbana-Champaign - College of Business 1994 — 1997
Accountancy, Accountancy
Julie Sylvester Julie Sylvester's Northern Trust Experience May 1999 - September 2003
Job Owner at Pinnacle Events and Marketing
Industry Events Services
Experience
Pinnacle Events and Marketing June 2012 - Present
Downtown Sylva Association January 2009 - June 2011
URS Corporation August 2004 - December 2007
Northern Trust May 1999 - September 2003
Skills
Client Management, Event Planning, Project Management, Marketing Strategy, Time Management, Relationship Management, Fundraising, Fundraisers, Organization, Sales, CRM, Community Outreach, Research, Marketing, Social Networking, Public Relations, Social Media Marketing, Project Planning, Social Media, Marketing Communications, Nonprofits, Small Business, Advertising
Education
The University of Georgia 1997 — 1999
Bachelor of Arts (B.A.), Advertising
Valdosta State University 1995 — 1997
Pinnacle Events and Marketing June 2012 - Present
Downtown Sylva Association January 2009 - June 2011
URS Corporation August 2004 - December 2007
Northern Trust May 1999 - September 2003
Skills
Client Management, Event Planning, Project Management, Marketing Strategy, Time Management, Relationship Management, Fundraising, Fundraisers, Organization, Sales, CRM, Community Outreach, Research, Marketing, Social Networking, Public Relations, Social Media Marketing, Project Planning, Social Media, Marketing Communications, Nonprofits, Small Business, Advertising
Education
The University of Georgia 1997 — 1999
Bachelor of Arts (B.A.), Advertising
Valdosta State University 1995 — 1997
Diane Le Noto, CFA, CIMA Diane Le Noto, CFA, CIMA's Northern Trust Experience April 2000 - Present
Job VicePresident, Personal Investment Portfolio Manager
Industry Financial Services
Experience
Northern Trust April 2000 - Present
Kanaly Trust April 1992 - April 2000
Skills
Asset Management, Equities, Asset Allocation, Wealth Management, Alternative Investments, Portfolio Management, High Net Worth..., Fixed Income, Investments, Investment Strategies, Hedge Funds
Education
The University of Texas at Austin - The Red McCombs School of Business 1987 — 1991
Bachelor of Business, Accounting
Northern Trust April 2000 - Present
Kanaly Trust April 1992 - April 2000
Skills
Asset Management, Equities, Asset Allocation, Wealth Management, Alternative Investments, Portfolio Management, High Net Worth..., Fixed Income, Investments, Investment Strategies, Hedge Funds
Education
The University of Texas at Austin - The Red McCombs School of Business 1987 — 1991
Bachelor of Business, Accounting
Brianna Wener's Northern Trust Experience July 2011 - August 2014
Job Controller at Greenbriar Asset Management LP
Industry Financial Services
Experience
Greenbriar Asset Management LP August 2014 - Present
Northern Trust July 2011 - August 2014
Omnium LLC November 2008 - July 2011
Deloitte August 2005 - November 2008
Skills
Fixed Income, Financial Audits, Financial Modeling, Auditing, Financial Analysis, Financial Reporting, Fund Accounting, Asset Management, Investments, Hedge Funds, Financial Services, Finance
Education
University of Kansas 2001 — 2005
Business, Finance and Accounting
Greenbriar Asset Management LP August 2014 - Present
Northern Trust July 2011 - August 2014
Omnium LLC November 2008 - July 2011
Deloitte August 2005 - November 2008
Skills
Fixed Income, Financial Audits, Financial Modeling, Auditing, Financial Analysis, Financial Reporting, Fund Accounting, Asset Management, Investments, Hedge Funds, Financial Services, Finance
Education
University of Kansas 2001 — 2005
Business, Finance and Accounting
Patrick Keller Patrick Keller's Northern Trust Experience September 2010 - January 2012
Job Senior Vice President at BBVA Compass
Industry Financial Services
Experience
BBVA Compass January 2012 - Present
Northern Trust September 2010 - January 2012
BBVA Compass 2007 - 2010
Arvest Bank September 2001 - 2005
Skills
Commercial Banking, Small Business Lending, Commercial Lending, Credit Analysis, Loans, Credit, Banking, Wealth Management, Private Banking, Investments, Relationship Management, Strategic Financial..., Wealth Management...
Education
The University of North Dakota
BBVA Compass January 2012 - Present
Northern Trust September 2010 - January 2012
BBVA Compass 2007 - 2010
Arvest Bank September 2001 - 2005
Skills
Commercial Banking, Small Business Lending, Commercial Lending, Credit Analysis, Loans, Credit, Banking, Wealth Management, Private Banking, Investments, Relationship Management, Strategic Financial..., Wealth Management...
Education
The University of North Dakota
Geoff Strotman Geoff Strotman's Northern Trust Experience June 1994 - March 2002
Job Director of Manager Research at Marco Consulting Group
Industry Financial Services
Experience
Marco Consulting Group June 2014 - Present
DiMeo Schneider & Associates January 2010 - May 2014
DiMeo Schneider & Associates November 2005 - January 2010
Altair Advisers LLC June 2003 - October 2005
Disabato Associates, LLC March 2002 - June 2003
Northern Trust June 1994 - March 2002
Skills
Due Diligence, Investments, Fixed Income, Asset Allocation, Valuation, Asset Management, Hedge Funds, Alternative Investments, Investment Strategies, Morningstar, Asset Managment, Data Analysis, Portfolio Management, Equities, Mutual Funds, Investment Advisory, Investment Management, Fund Of Funds, Morningstar Direct
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance, Economics and International Business
University of Notre Dame 1990 — 1994
BBA, Accounting
Loyola Academy 1986 — 1990
Mary, Seat of Wisdom 1978 — 1986
Marco Consulting Group June 2014 - Present
DiMeo Schneider & Associates January 2010 - May 2014
DiMeo Schneider & Associates November 2005 - January 2010
Altair Advisers LLC June 2003 - October 2005
Disabato Associates, LLC March 2002 - June 2003
Northern Trust June 1994 - March 2002
Skills
Due Diligence, Investments, Fixed Income, Asset Allocation, Valuation, Asset Management, Hedge Funds, Alternative Investments, Investment Strategies, Morningstar, Asset Managment, Data Analysis, Portfolio Management, Equities, Mutual Funds, Investment Advisory, Investment Management, Fund Of Funds, Morningstar Direct
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance, Economics and International Business
University of Notre Dame 1990 — 1994
BBA, Accounting
Loyola Academy 1986 — 1990
Mary, Seat of Wisdom 1978 — 1986
Courtney O'Connor Askar Courtney O'Connor Askar's Northern Trust Experience January 2008 - April 2009
Job Enterprise Risk Management Framework at The Northern Trust Company (Credit & Enterprise Risk Framework, Stress Testing)
Industry Banking
Experience
Northern Trust Bank April 2009 - Present
Northern Trust January 2008 - April 2009
Northern Trust July 2003 - January 2008
Skills
Regulatory Capital, Capital Adequacy, Counterparty Risk, Credit Portfolio..., Risk Management, Portfolio Management, Banking, Credit Risk, Financial Risk, Basel II, Credit, Finance, Financial Analysis, Capital Markets, Financial Services, Stress Testing, Economic Capital, Fixed Income, Enterprise Risk...
Education
The University of Chicago Booth School of Business 2008 — 2011
MBA, International Business, Strategy, Economics, Finance
University of Michigan 1997 — 2002
B.S.E., Industrial and Operations Engineering
Carlson High School
Northern Trust Bank April 2009 - Present
Northern Trust January 2008 - April 2009
Northern Trust July 2003 - January 2008
Skills
Regulatory Capital, Capital Adequacy, Counterparty Risk, Credit Portfolio..., Risk Management, Portfolio Management, Banking, Credit Risk, Financial Risk, Basel II, Credit, Finance, Financial Analysis, Capital Markets, Financial Services, Stress Testing, Economic Capital, Fixed Income, Enterprise Risk...
Education
The University of Chicago Booth School of Business 2008 — 2011
MBA, International Business, Strategy, Economics, Finance
University of Michigan 1997 — 2002
B.S.E., Industrial and Operations Engineering
Carlson High School
Ward Johansen Ward Johansen's Northern Trust Experience 2007 - 2010
Job Vice President at Valley National Bank
Industry Banking
Experience
VALLEY NATIONAL BANK (formerly 1st United Bank & Anderen Bank) June 2010 - Present
NORTHERN TRUST 2007 - 2010
FIRST COMMUNITY BANK 2002 - 2007
PREMIER COMMUNITY BANK 1995 - 2002
BARNETT BANK 1987 - 1995
Skills
Commercial Banking, Credit Analysis, Loans, Underwriting, Portfolio Management, Commercial Lending, Commercial Mortgages, Credit, Banking, Small Business Lending, Management, SBA, Real Estate, Lines Of Credit, Mortgage Lending, Finance, Credit Risk, Construction Loans, Loan Origination, Retail Banking, Consumer Lending, Treasury Management, Financial Structuring, Asset Based Lending, Private Banking, Middle Market, Mortgage Banking, Cross Selling, Branch Banking, Cash Management, Funding, Real Estate Financing, Refinance, Wealth Management..., Wealth Management, Due Diligence, Relationship Management, Financial Analysis, Financial Risk
Education
The University of South Dakota
MBA, Masters - Business - Finance & Accounting
Yankton College
BA, Math and Business
VALLEY NATIONAL BANK (formerly 1st United Bank & Anderen Bank) June 2010 - Present
NORTHERN TRUST 2007 - 2010
FIRST COMMUNITY BANK 2002 - 2007
PREMIER COMMUNITY BANK 1995 - 2002
BARNETT BANK 1987 - 1995
Skills
Commercial Banking, Credit Analysis, Loans, Underwriting, Portfolio Management, Commercial Lending, Commercial Mortgages, Credit, Banking, Small Business Lending, Management, SBA, Real Estate, Lines Of Credit, Mortgage Lending, Finance, Credit Risk, Construction Loans, Loan Origination, Retail Banking, Consumer Lending, Treasury Management, Financial Structuring, Asset Based Lending, Private Banking, Middle Market, Mortgage Banking, Cross Selling, Branch Banking, Cash Management, Funding, Real Estate Financing, Refinance, Wealth Management..., Wealth Management, Due Diligence, Relationship Management, Financial Analysis, Financial Risk
Education
The University of South Dakota
MBA, Masters - Business - Finance & Accounting
Yankton College
BA, Math and Business
Helen Castro's Northern Trust Experience August 2006 - July 2007
Job Emergency Department RN Methodist Healthcare
Industry Hospital & Health Care
Experience
Methodist Healthcare March 2013 - Present
University of Tennessee Health Science Center August 2013 - December 2013
St. Jude Children's Research Hospital October 2012 - May 2013
Marketing Werks August 2007 - May 2011
Northern Trust August 2006 - July 2007
Skills
Oncology Nursing, Emergency Medicine, Healthcare, Patient Safety, Hospitals, Fundraising, Cpr Certified, Leadership, Training, Patient Education, Nursing, Patient Advocacy, BLS, ACLS, Press Releases, Sales, Critical Care, Health Education, Clinical Research, Health Promotion, Public Health, CPR Certified
Education
The University of Tennessee Health Science Center 2014 — 2016
Doctorate of Nurse practitioner, ACNP/FNP
University of Tennessee-Health Science Center 2011 — 2013
MSN-CNL, Registered Nursing/Registered Nurse
University of Illinois at Chicago 2002 — 2006
B.S., Finanace and Management
Methodist Healthcare March 2013 - Present
University of Tennessee Health Science Center August 2013 - December 2013
St. Jude Children's Research Hospital October 2012 - May 2013
Marketing Werks August 2007 - May 2011
Northern Trust August 2006 - July 2007
Skills
Oncology Nursing, Emergency Medicine, Healthcare, Patient Safety, Hospitals, Fundraising, Cpr Certified, Leadership, Training, Patient Education, Nursing, Patient Advocacy, BLS, ACLS, Press Releases, Sales, Critical Care, Health Education, Clinical Research, Health Promotion, Public Health, CPR Certified
Education
The University of Tennessee Health Science Center 2014 — 2016
Doctorate of Nurse practitioner, ACNP/FNP
University of Tennessee-Health Science Center 2011 — 2013
MSN-CNL, Registered Nursing/Registered Nurse
University of Illinois at Chicago 2002 — 2006
B.S., Finanace and Management
Lee Ann DuVall's Northern Trust Experience 1990 - 1992
Job VP/Compliance Officer at Cumberland Trust and Investment Company
Industry Legal Services
Experience
Cumberland Trust and Investment Company 2012 - Present
Consultant 2011 - 2012
Literacy Council of Williamson County 2010 - 2012
Primera Financial Services, Inc. 2007 - 2009
ESS Group, Inc. 2005 - 2006
SunTrust Bank 1996 - 2003
Kanaly Trust Company 1992 - 1996
Northern Trust 1990 - 1992
Horrigan & Goehrs, L.L.P. 1989 - 1990
Hellmer & Denning, Attorneys at Law 1985 - 1989
Skills
Banking, Strategic Planning, Non-profits, Loans, Succession Planning, Nonprofits, Team Building, Training
Education
Washburn University School of Law 1982 — 1984
J.D. Top 5%
University of Kansas 1973 — 1977
B.F.A. with Highest Distinction
Cumberland Trust and Investment Company 2012 - Present
Consultant 2011 - 2012
Literacy Council of Williamson County 2010 - 2012
Primera Financial Services, Inc. 2007 - 2009
ESS Group, Inc. 2005 - 2006
SunTrust Bank 1996 - 2003
Kanaly Trust Company 1992 - 1996
Northern Trust 1990 - 1992
Horrigan & Goehrs, L.L.P. 1989 - 1990
Hellmer & Denning, Attorneys at Law 1985 - 1989
Skills
Banking, Strategic Planning, Non-profits, Loans, Succession Planning, Nonprofits, Team Building, Training
Education
Washburn University School of Law 1982 — 1984
J.D. Top 5%
University of Kansas 1973 — 1977
B.F.A. with Highest Distinction
Elizabeth Huffmaster Elizabeth Huffmaster's Northern Trust Experience July 2002 - June 2005
Job Vice President Structured Finance at First Southwest Company
Industry Capital Markets
Experience
First Southwest Company June 2010 - August 2013
Cantor Fitzgerald June 2005 - March 2010
Northern Trust July 2002 - June 2005
Skills
Fixed Income, Equities, Securities, Trading, Structured Finance, Bloomberg, Capital Markets, Alternative Investments, Bonds, Derivatives, Financial Modeling, Hedge Funds, Investment Banking, Securities Lending, Series 7, Valuation
Education
The University of Texas at Austin 1998 — 2002
BBA, Finance
First Southwest Company June 2010 - August 2013
Cantor Fitzgerald June 2005 - March 2010
Northern Trust July 2002 - June 2005
Skills
Fixed Income, Equities, Securities, Trading, Structured Finance, Bloomberg, Capital Markets, Alternative Investments, Bonds, Derivatives, Financial Modeling, Hedge Funds, Investment Banking, Securities Lending, Series 7, Valuation
Education
The University of Texas at Austin 1998 — 2002
BBA, Finance
Joe Fedacsek, CFA CPWA Joe Fedacsek, CFA CPWA's Northern Trust Experience August 2012 - Present
Job Senior Vice President Wealth Advisory Services at Northern Trust
Industry Investment Management
Experience
Northern Trust August 2012 - Present
Northern Trust September 2009 - August 2012
Northern Trust March 2005 - September 2009
Northern Trust May 2000 - March 2005
Fifth Third Bank August 1997 - May 2000
Bank of Nova Scotia May 1992 - February 1997
Skills
Portfolio Management, Asset Allocation, Wealth Management, Asset Management, Financial Advisory, Investments, Investment Management, Wealth Management..., Change Management, Alternative Investments, Financial Services, Asset Managment, Equities, Hedge Funds, Management, Investment Strategies, Fixed Income, Derivatives, Mutual Funds, Investment Advisory, Wealth, Financial Analysis, Morningstar, Securities
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA
University of Windsor 1988 — 1992
Bachelor of Commerce
Northern Trust August 2012 - Present
Northern Trust September 2009 - August 2012
Northern Trust March 2005 - September 2009
Northern Trust May 2000 - March 2005
Fifth Third Bank August 1997 - May 2000
Bank of Nova Scotia May 1992 - February 1997
Skills
Portfolio Management, Asset Allocation, Wealth Management, Asset Management, Financial Advisory, Investments, Investment Management, Wealth Management..., Change Management, Alternative Investments, Financial Services, Asset Managment, Equities, Hedge Funds, Management, Investment Strategies, Fixed Income, Derivatives, Mutual Funds, Investment Advisory, Wealth, Financial Analysis, Morningstar, Securities
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA
University of Windsor 1988 — 1992
Bachelor of Commerce
Keith Braley Keith Braley's Northern Trust Experience December 2000 - Present
Job Sr. V.P. and Managing Director at Northern Trust
Industry Financial Services
Experience
Northern Trust December 2000 - Present
Bank of America September 1982 - December 2000
Skills
Alternative Investments, Asset Allocation, Asset Management, Banking, Capital Markets, Business Development, Commercial Banking, Commercial Lending, Credit, Due Diligence, Equities, Estate Planning, Financial Analysis, Financial Services, Fixed Income, Hedge Funds, High Net Worth..., Investment Advisory, Investment Banking, Investment Management, Investment Strategies, Investments, Leadership, Loans, Management, Mergers, Mergers, Mutual Funds, Portfolio Management, Private Banking, Private Equity, Sales, Securities, Series 7, Strategic Planning, Strategy, Trust Services, Underwriting, Valuation, Wealth Management, Wealth Management...
Education
The University of Texas at Austin - Red McCombs School of Business 1976 — 1981
BBA, Marketing and International Business
Northern Trust December 2000 - Present
Bank of America September 1982 - December 2000
Skills
Alternative Investments, Asset Allocation, Asset Management, Banking, Capital Markets, Business Development, Commercial Banking, Commercial Lending, Credit, Due Diligence, Equities, Estate Planning, Financial Analysis, Financial Services, Fixed Income, Hedge Funds, High Net Worth..., Investment Advisory, Investment Banking, Investment Management, Investment Strategies, Investments, Leadership, Loans, Management, Mergers, Mergers, Mutual Funds, Portfolio Management, Private Banking, Private Equity, Sales, Securities, Series 7, Strategic Planning, Strategy, Trust Services, Underwriting, Valuation, Wealth Management, Wealth Management...
Education
The University of Texas at Austin - Red McCombs School of Business 1976 — 1981
BBA, Marketing and International Business
Alexandra Arnold's Northern Trust Experience 2002 - 2007
Job Corporate Events Director at CDK Global
Industry Events Services
Experience
CDK Global September 2008 - Present
Edelman 2007 - 2008
Northern Trust 2002 - 2007
The P.O.P. Shop 2001 - 2003
Folio Z 1998 - 2000
Skills
Event Management, Strategy, Marketing Strategy, Management, Product Marketing, Trade Shows, Sales, New Business Development, Budgets, Newsletters, Corporate Events, Project Management, Sponsorship, Nonprofits, Vendor Management, B2B Marketing, Email Marketing, Lead Generation, Social Media Marketing, Digital Marketing, Marketing, Marketing Communications
Education
The University of Georgia 1993 — 1997
BS, Child & Family Development
CDK Global September 2008 - Present
Edelman 2007 - 2008
Northern Trust 2002 - 2007
The P.O.P. Shop 2001 - 2003
Folio Z 1998 - 2000
Skills
Event Management, Strategy, Marketing Strategy, Management, Product Marketing, Trade Shows, Sales, New Business Development, Budgets, Newsletters, Corporate Events, Project Management, Sponsorship, Nonprofits, Vendor Management, B2B Marketing, Email Marketing, Lead Generation, Social Media Marketing, Digital Marketing, Marketing, Marketing Communications
Education
The University of Georgia 1993 — 1997
BS, Child & Family Development
Wyatt Steele's Northern Trust Experience October 2006 - December 2008
Job Account Manager at Willis Group Captive Practice
Industry Insurance
Experience
Willis November 2013 - Present
Alembic, Inc. November 2013 - Present
Jackson National Asset Management January 2009 - November 2013
Northern Trust October 2006 - December 2008
Skills
Value Investing, General Contracting, Youth Mentoring, Investment Consultant, Investigative Consultant, Property & Casualty..., Bloomberg Terminal, Valuation, Investments, Bonds, Accounting, Finance, Contractors, Microsoft Office, Mutual Funds, Equities, Management, Microsoft Excel
Education
The University of Texas at Austin 2002 — 2005
B.A., Economics
Willis November 2013 - Present
Alembic, Inc. November 2013 - Present
Jackson National Asset Management January 2009 - November 2013
Northern Trust October 2006 - December 2008
Skills
Value Investing, General Contracting, Youth Mentoring, Investment Consultant, Investigative Consultant, Property & Casualty..., Bloomberg Terminal, Valuation, Investments, Bonds, Accounting, Finance, Contractors, Microsoft Office, Mutual Funds, Equities, Management, Microsoft Excel
Education
The University of Texas at Austin 2002 — 2005
B.A., Economics
Martin Hamedani's Northern Trust Experience January 2010 - February 2011
Job Associate at Avant
Industry Internet
Experience
Avant February 2015 - Present
Aon July 2014 - February 2015
Performics April 2013 - June 2014
Performics February 2011 - April 2013
Northern Trust January 2010 - February 2011
Eagle Market Makers July 2009 - December 2009
UIC College of Business January 2009 - May 2009
UIC Investment Society September 2007 - May 2009
m. hedayat + associates, p.c December 2008 - February 2009
UBS Wealth Management January 2008 - October 2008
Skills
Pricing, Pricing Strategy, Pricing Analysis, Financial Analysis, Financial Reporting, Forecasting, Market Making, Monthly Reporting, P&L, QlikView, Hyperion, New Business Development, Microsoft CRM, Salesforce.com, Reconciliation, Account Reconciliation, Social Media, Tutoring, Data Analysis, Strategy, Hyperion Enterprise, Corporate Finance, Analysis, Financial Modeling, Management, Leadership, Analytics
Education
University of Illinois at Chicago 2007 — 2009
BS, Finance
The University of Chicago - Booth School of Business
Naperville Central High School 2001 — 2005
Avant February 2015 - Present
Aon July 2014 - February 2015
Performics April 2013 - June 2014
Performics February 2011 - April 2013
Northern Trust January 2010 - February 2011
Eagle Market Makers July 2009 - December 2009
UIC College of Business January 2009 - May 2009
UIC Investment Society September 2007 - May 2009
m. hedayat + associates, p.c December 2008 - February 2009
UBS Wealth Management January 2008 - October 2008
Skills
Pricing, Pricing Strategy, Pricing Analysis, Financial Analysis, Financial Reporting, Forecasting, Market Making, Monthly Reporting, P&L, QlikView, Hyperion, New Business Development, Microsoft CRM, Salesforce.com, Reconciliation, Account Reconciliation, Social Media, Tutoring, Data Analysis, Strategy, Hyperion Enterprise, Corporate Finance, Analysis, Financial Modeling, Management, Leadership, Analytics
Education
University of Illinois at Chicago 2007 — 2009
BS, Finance
The University of Chicago - Booth School of Business
Naperville Central High School 2001 — 2005
Patrick Cowan Patrick Cowan's Northern Trust Experience February 2008 - November 2014
Job Senior Vice President and Division Manager at US Bank
Industry Financial Services
Experience
US Bank April 2015 - Present
Northern Trust Corporation November 2014 - April 2015
Northern Trust February 2008 - November 2014
The University of Chicago Booth School of Business June 2010 - March 2011
Fifth Third Bank June 2004 - February 2008
SunTrust Bank June 2001 - June 2004
Skills
Portfolio Management, Financial Modeling, Private Equity, Economics, Financial Analysis, Corporate Finance, Capital Markets, Hedge Funds, Valuation
Education
The University of Chicago - Booth School of Business 2008 — 2011
MBA, Finance, Entrepreneurship
University of South Florida - College of Business Administration 1997 — 2001
BS, Finance
US Bank April 2015 - Present
Northern Trust Corporation November 2014 - April 2015
Northern Trust February 2008 - November 2014
The University of Chicago Booth School of Business June 2010 - March 2011
Fifth Third Bank June 2004 - February 2008
SunTrust Bank June 2001 - June 2004
Skills
Portfolio Management, Financial Modeling, Private Equity, Economics, Financial Analysis, Corporate Finance, Capital Markets, Hedge Funds, Valuation
Education
The University of Chicago - Booth School of Business 2008 — 2011
MBA, Finance, Entrepreneurship
University of South Florida - College of Business Administration 1997 — 2001
BS, Finance
Jenifer A. Aronson, CFA Jenifer A. Aronson, CFA's Northern Trust Experience July 1991 - July 1995
Job Founder and Investment Advisor at Mosaic FI
Industry Investment Management
Experience
Mosaic FI July 2010 - Present
Romar Services September 2005 - September 2012
Northern Trust Global Investments October 1998 - June 2005
UBS Brinson Partners August 1995 - October 1998
Northern Trust July 1991 - July 1995
Skills
High Yield, Fixed Income, Investment Strategies, Asset Allocation, Tactical Asset..., ABS, Portfolio Management, Hedge Funds, Bonds, Asset Management, Asset Managment, Wealth Management, Investments, Investment Management..., High Net Worth..., Wealth Management..., Fixed Income Strategies, Alternative Investments, Valuation, Morningstar, Investment Management
Education
The University of Chicago - Booth School of Business 1995 — 1998
MBA, Finance and Economics
University of Arizona 1987 — 1991
Bachelors of Science, Finance
Mosaic FI July 2010 - Present
Romar Services September 2005 - September 2012
Northern Trust Global Investments October 1998 - June 2005
UBS Brinson Partners August 1995 - October 1998
Northern Trust July 1991 - July 1995
Skills
High Yield, Fixed Income, Investment Strategies, Asset Allocation, Tactical Asset..., ABS, Portfolio Management, Hedge Funds, Bonds, Asset Management, Asset Managment, Wealth Management, Investments, Investment Management..., High Net Worth..., Wealth Management..., Fixed Income Strategies, Alternative Investments, Valuation, Morningstar, Investment Management
Education
The University of Chicago - Booth School of Business 1995 — 1998
MBA, Finance and Economics
University of Arizona 1987 — 1991
Bachelors of Science, Finance
Jason Shin's Northern Trust Experience March 2011 - November 2013
Job Account Manager at Nanigans
Industry Internet
Experience
Nanigans April 2015 - Present
Good Harbor Financial, LLC November 2013 - September 2014
Northern Trust March 2011 - November 2013
Northern Trust Advancing Professionals Resource Council January 2011 - December 2012
Northern Trust August 2009 - February 2011
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
BBA, Finance, Marketing
Nanigans April 2015 - Present
Good Harbor Financial, LLC November 2013 - September 2014
Northern Trust March 2011 - November 2013
Northern Trust Advancing Professionals Resource Council January 2011 - December 2012
Northern Trust August 2009 - February 2011
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
BBA, Finance, Marketing
Joseph J. Gemino CPA Joseph J. Gemino CPA's Northern Trust Experience July 2011 - September 2014
Job Global Investment Research Summer Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2015 - Present
Gate City Capital Management March 2015 - June 2015
Northern Trust July 2011 - September 2014
Citigroup, Inc. July 2010 - July 2011
Ernst and Young LLP September 2008 - June 2010
Skills
Corporate Finance, Financial Statements, Accounting, Auditing, Internal Controls, GAAP, Analysis, Asset Management, Banking, CPA, Equity Research, Financial Analysis, Financial Reporting, Growth Investing
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Notre Dame 2007 — 2008
Master's of Science, Accountancy
University of Notre Dame 2005 — 2007
Bachelor's of Business Adminstration, Accountancy
Providence Catholic
Goldman Sachs June 2015 - Present
Gate City Capital Management March 2015 - June 2015
Northern Trust July 2011 - September 2014
Citigroup, Inc. July 2010 - July 2011
Ernst and Young LLP September 2008 - June 2010
Skills
Corporate Finance, Financial Statements, Accounting, Auditing, Internal Controls, GAAP, Analysis, Asset Management, Banking, CPA, Equity Research, Financial Analysis, Financial Reporting, Growth Investing
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Notre Dame 2007 — 2008
Master's of Science, Accountancy
University of Notre Dame 2005 — 2007
Bachelor's of Business Adminstration, Accountancy
Providence Catholic
Jacob Adlis Jacob Adlis's Northern Trust Experience May 2011 - July 2011
Job Senior Associate Strategy & Planning at Commercial Metals Company
Industry Mining & Metals
Experience
Commercial Metals Company August 2015 - Present
Commercial Metals Company March 2014 - August 2015
Evercore June 2013 - March 2014
Evercore Partners June 2012 - August 2012
Northern Trust May 2011 - July 2011
Skills
Valuation, Corporate Finance, Mergers & Acquisitions, Strategy, Restructuring, Financial Modeling, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business
BBA, BA, Business Honors, Finance, Economics, 3.99
Commercial Metals Company August 2015 - Present
Commercial Metals Company March 2014 - August 2015
Evercore June 2013 - March 2014
Evercore Partners June 2012 - August 2012
Northern Trust May 2011 - July 2011
Skills
Valuation, Corporate Finance, Mergers & Acquisitions, Strategy, Restructuring, Financial Modeling, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business
BBA, BA, Business Honors, Finance, Economics, 3.99
Edward Wood Edward Wood's Northern Trust Experience January 2005 - March 2007
Job Analyst at McDonnell Investment Management
Industry Investment Management
Experience
McDonnell Investment Management March 2007 - Present
Northern Trust January 2005 - March 2007
Northern Trust January 2003 - January 2005
Skills
Portfolio Management, Investment Banking, Leveraged Finance, Bloomberg, Loans, Fixed Income, Investments, Credit, Bonds, Valuation, Hedge Funds, Equities, Capital Markets, High Yield, Financial Modeling, Alternative Investments, Asset Management
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Accounting, Finance, Strategic Management
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Science, Finance
McDonnell Investment Management March 2007 - Present
Northern Trust January 2005 - March 2007
Northern Trust January 2003 - January 2005
Skills
Portfolio Management, Investment Banking, Leveraged Finance, Bloomberg, Loans, Fixed Income, Investments, Credit, Bonds, Valuation, Hedge Funds, Equities, Capital Markets, High Yield, Financial Modeling, Alternative Investments, Asset Management
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Accounting, Finance, Strategic Management
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Science, Finance
Jaladhi Shukla Jaladhi Shukla's Northern Trust Experience August 2013 - March 2014
Job Fund Operations at TPG Capital
Industry Accounting
Experience
TPG Capital March 2014 - Present
Northern Trust August 2013 - March 2014
BKD CPAs & Advisors January 2012 - March 2012
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, Management, PowerPoint, Microsoft Word, Access, Auditing, Finance, Accounting, Corporate Finance, Banking, Accounts Receivable, Leadership, Financial Reporting, Teamwork, Time Management, Business Planning, Financial Accounting, Data Analysis, PeopleSoft, Citrix, Concur, Hedge Funds, Fund Accounting, Fund Administration, QuickBooks, Project Management, Planning Budgeting &...
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2013
MPA, Accounting, Finance
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2013
Master in Professional Accounting, Accounting and Business/Management
TPG Capital March 2014 - Present
Northern Trust August 2013 - March 2014
BKD CPAs & Advisors January 2012 - March 2012
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, Management, PowerPoint, Microsoft Word, Access, Auditing, Finance, Accounting, Corporate Finance, Banking, Accounts Receivable, Leadership, Financial Reporting, Teamwork, Time Management, Business Planning, Financial Accounting, Data Analysis, PeopleSoft, Citrix, Concur, Hedge Funds, Fund Accounting, Fund Administration, QuickBooks, Project Management, Planning Budgeting &...
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2013
MPA, Accounting, Finance
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2013
Master in Professional Accounting, Accounting and Business/Management
Seema Nilakhe Seema Nilakhe's Northern Trust Experience June 2014 - January 2015
Job Marketing Manager at Tennis Resorts LLC.
Industry Sports
Experience
Tennis Resorts LLC. November 2014 - Present
Northern Trust June 2014 - January 2015
JPMorgan Chase January 2011 - March 2012
First Midwest Bank June 2010 - August 2010
Elavon, Inc. June 2009 - July 2009
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Finance
University College Dublin
Tennis Resorts LLC. November 2014 - Present
Northern Trust June 2014 - January 2015
JPMorgan Chase January 2011 - March 2012
First Midwest Bank June 2010 - August 2010
Elavon, Inc. June 2009 - July 2009
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Finance
University College Dublin
Allen E. Green Allen E. Green's Northern Trust Experience May 2005 - October 2008
Job Real Estate Relationship Manager at Wells Fargo Wealth Management Group
Industry Investment Management
Experience
Wells Fargo Wealth Management Group March 2012 - Present
Downtown Austin Alliance November 2011 - Present
Congress for the New Urbanism August 2013 - Present
Real Estate Council of Austin 1990 - 2013
Allen E. Green, CCIM June 2009 - February 2012
Brotherhood of the Knights of the Vine 2011 - 2012
Wells Fargo Private Bank November 2008 - May 2009
Northern Trust May 2005 - October 2008
Long Center for the Performing Arts 2002 - 2006
Bank of America January 1997 - April 2005
Skills
Investments, Asset Managment, Real Estate, Portfolio Management, Investment Properties, Valuation, Real Estate Economics, Business Development, Strategy, Leases, Leadership, Property Management, Banking, Loans, Management, Negotiation, Commercial Real Estate, Brokerage, Non-profits, Project Management, Asset Management, Wealth Management, Finance, Nonprofits, Analysis, Disposition, Real Estate Transactions, Due Diligence, Financial Services, Property, Private Equity, Sales, Mergers & Acquisitions, CRM, Real Estate Financing, Real Estate Development, Acquisitions, Investors, Location Intelligence, Corporate Real Estate, Contract Negotiation, Land Acquisition, Lease Negotiations, Residential Homes, Real Property, Tenant Representation, Tenant, Lease Administration, Venture Capital, Sellers
Education
The University of Texas at Austin 1970 — 1974
BA, Philosophy
St. Mark's School of Texas
Wells Fargo Wealth Management Group March 2012 - Present
Downtown Austin Alliance November 2011 - Present
Congress for the New Urbanism August 2013 - Present
Real Estate Council of Austin 1990 - 2013
Allen E. Green, CCIM June 2009 - February 2012
Brotherhood of the Knights of the Vine 2011 - 2012
Wells Fargo Private Bank November 2008 - May 2009
Northern Trust May 2005 - October 2008
Long Center for the Performing Arts 2002 - 2006
Bank of America January 1997 - April 2005
Skills
Investments, Asset Managment, Real Estate, Portfolio Management, Investment Properties, Valuation, Real Estate Economics, Business Development, Strategy, Leases, Leadership, Property Management, Banking, Loans, Management, Negotiation, Commercial Real Estate, Brokerage, Non-profits, Project Management, Asset Management, Wealth Management, Finance, Nonprofits, Analysis, Disposition, Real Estate Transactions, Due Diligence, Financial Services, Property, Private Equity, Sales, Mergers & Acquisitions, CRM, Real Estate Financing, Real Estate Development, Acquisitions, Investors, Location Intelligence, Corporate Real Estate, Contract Negotiation, Land Acquisition, Lease Negotiations, Residential Homes, Real Property, Tenant Representation, Tenant, Lease Administration, Venture Capital, Sellers
Education
The University of Texas at Austin 1970 — 1974
BA, Philosophy
St. Mark's School of Texas
Rochelle Edens Rochelle Edens's Northern Trust Experience April 2013 - Present
Job Senior Vice President, Operations Change Management at Northern Trust
Industry Management Consulting
Experience
Northern Trust April 2013 - Present
Navigant Consulting June 2005 - April 2013
Urban Initiatives - Health and Education Soccer Program September 2011 - December 2012
Women's Leadership & Mentoring Alliance (WLMA) 2009 - December 2012
Young Leaders Fund of the Chicago Community Trust 2004 - 2010
Leadership Greater Chicago 2008 - 2008
ABN Amro / LaSalle Bank October 2001 - June 2005
Business Logic Corporation February 1998 - June 2001
Skills
Business Process..., Process Engineering, Operational Excellence, M&A and Integration..., Customer Experience, Cost Alignment and..., Organizational Design &..., Program & Portfolio..., E-Commerce and Payment..., Mergers, Business Alignment, Business Process..., Cost, Portfolio Management, Integration, E-commerce, Vendor Management, Process Improvement, Business Transformation, Financial Services, Strategy, Mergers & Acquisitions, Change Management, SDLC, Project Portfolio..., Management Consulting, Software Development, Risk Management, Business Development, Product Development, Business Intelligence, Program Management, Cross-functional Team..., Leadership, Outsourcing, Business Process..., Asset Management, Banking, Insurance, Business Process, Consulting
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA, Finance, Strategy, Organizational Behavior
Wayne State University 1991 — 1995
BS, Management Information Systems
Northern Trust April 2013 - Present
Navigant Consulting June 2005 - April 2013
Urban Initiatives - Health and Education Soccer Program September 2011 - December 2012
Women's Leadership & Mentoring Alliance (WLMA) 2009 - December 2012
Young Leaders Fund of the Chicago Community Trust 2004 - 2010
Leadership Greater Chicago 2008 - 2008
ABN Amro / LaSalle Bank October 2001 - June 2005
Business Logic Corporation February 1998 - June 2001
Skills
Business Process..., Process Engineering, Operational Excellence, M&A and Integration..., Customer Experience, Cost Alignment and..., Organizational Design &..., Program & Portfolio..., E-Commerce and Payment..., Mergers, Business Alignment, Business Process..., Cost, Portfolio Management, Integration, E-commerce, Vendor Management, Process Improvement, Business Transformation, Financial Services, Strategy, Mergers & Acquisitions, Change Management, SDLC, Project Portfolio..., Management Consulting, Software Development, Risk Management, Business Development, Product Development, Business Intelligence, Program Management, Cross-functional Team..., Leadership, Outsourcing, Business Process..., Asset Management, Banking, Insurance, Business Process, Consulting
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA, Finance, Strategy, Organizational Behavior
Wayne State University 1991 — 1995
BS, Management Information Systems
Edward Hirsch Edward Hirsch's Northern Trust Experience August 2013 - April 2015
Job Product Consultant at Northern Trust Corporation
Industry Nonprofit Organization Management
Experience
Northern Trust Corporation May 2015 - June 2015
Northern Trust August 2013 - April 2015
United Way of Metropolitan Dallas August 2010 - July 2013
Allure Energy, Inc. April 2012 - August 2012
United Way of Metropolitan Chicago July 2007 - August 2010
United Way of Metropolitan Chicago June 2005 - July 2007
Skills
Cross-functional Team..., Marketing Research, Project Management, Strategic Planning, Marketing, Data Analysis, Statistics, Quantitative Analytics, Event Management, Financial Modeling, Financial Analysis, Analytics, Corporate Finance, Finance, Analysis, Strategy, Leadership
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA, Business Administration and Management
University of Illinois at Urbana-Champaign 1999 — 2003
BS, Mathematics
Northern Trust Corporation May 2015 - June 2015
Northern Trust August 2013 - April 2015
United Way of Metropolitan Dallas August 2010 - July 2013
Allure Energy, Inc. April 2012 - August 2012
United Way of Metropolitan Chicago July 2007 - August 2010
United Way of Metropolitan Chicago June 2005 - July 2007
Skills
Cross-functional Team..., Marketing Research, Project Management, Strategic Planning, Marketing, Data Analysis, Statistics, Quantitative Analytics, Event Management, Financial Modeling, Financial Analysis, Analytics, Corporate Finance, Finance, Analysis, Strategy, Leadership
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA, Business Administration and Management
University of Illinois at Urbana-Champaign 1999 — 2003
BS, Mathematics
Dan O'Neill Dan O'Neill's Northern Trust Experience July 2001 - March 2005
Job Manager, Team Operations, Houston Astros
Industry Sports
Experience
Houston Astros November 2012 - Present
Mesirow Financial January 2010 - November 2012
Oak Street Capital Management, LLC March 2005 - July 2009
Northern Trust July 2001 - March 2005
Philadelphia Phillies 1999 - 2001
Education
University of Illinois at Urbana-Champaign 1995 — 1999
B.A., Liberal Arts
The University of Chicago Booth School of Business
MBA, Accounting and Finance
Houston Astros November 2012 - Present
Mesirow Financial January 2010 - November 2012
Oak Street Capital Management, LLC March 2005 - July 2009
Northern Trust July 2001 - March 2005
Philadelphia Phillies 1999 - 2001
Education
University of Illinois at Urbana-Champaign 1995 — 1999
B.A., Liberal Arts
The University of Chicago Booth School of Business
MBA, Accounting and Finance
Jason Beaver's Northern Trust Experience July 2005 - July 2006
Job Senior Quality Consultant at Blue Cross and Blue Shield Association
Industry Information Technology and Services
Experience
Blue Cross and Blue Shield Association September 2013 - Present
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas February 2012 - September 2013
MF Global September 2009 - November 2011
Northwestern University October 2007 - August 2008
End User Documents, Inc July 2006 - July 2007
Northern Trust July 2005 - July 2006
Primedia June 2002 - June 2004
Universal Service Systems, Inc October 1997 - June 2002
Skills
Usability Testing, Information Architecture, Business Analysis, Technical Writing, Copy Editing, Requirements Analysis, Documentation, Visio, Writing, Editing, SharePoint, User Experience, PowerPoint, Software Documentation, Project Management, Testing, Process Improvement, Management, Program Management, Quality Assurance, Software Project..., Software Development, Analysis, SQL, Change Management, SDLC, Integration, Vendor Management, IT Management, Agile Methodologies, Cross-functional Team..., Access, Agile Project Management, ITIL, Databases, Disaster Recovery, IT Strategy, Business Process..., Risk Management, PMO, CRM, Security, Business Process, Enterprise Architecture, Information Technology, Team Leadership, Business Intelligence, Unix, Governance, Project Portfolio...
Education
University of Kansas 1998 — 2000
Bachelor of Arts, English
University of Kansas 1997 — 2000
Bachelor of Art, English
Blue Cross and Blue Shield Association September 2013 - Present
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas February 2012 - September 2013
MF Global September 2009 - November 2011
Northwestern University October 2007 - August 2008
End User Documents, Inc July 2006 - July 2007
Northern Trust July 2005 - July 2006
Primedia June 2002 - June 2004
Universal Service Systems, Inc October 1997 - June 2002
Skills
Usability Testing, Information Architecture, Business Analysis, Technical Writing, Copy Editing, Requirements Analysis, Documentation, Visio, Writing, Editing, SharePoint, User Experience, PowerPoint, Software Documentation, Project Management, Testing, Process Improvement, Management, Program Management, Quality Assurance, Software Project..., Software Development, Analysis, SQL, Change Management, SDLC, Integration, Vendor Management, IT Management, Agile Methodologies, Cross-functional Team..., Access, Agile Project Management, ITIL, Databases, Disaster Recovery, IT Strategy, Business Process..., Risk Management, PMO, CRM, Security, Business Process, Enterprise Architecture, Information Technology, Team Leadership, Business Intelligence, Unix, Governance, Project Portfolio...
Education
University of Kansas 1998 — 2000
Bachelor of Arts, English
University of Kansas 1997 — 2000
Bachelor of Art, English
Eric Fitch's Northern Trust Experience July 2012 - December 2013
Job Client Service Account Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan December 2013 - Present
Northern Trust July 2012 - December 2013
State Street January 2012 - July 2012
State Street July 2010 - January 2012
Spectrum Business Ventures January 2010 - July 2010
Bonnie Barrett Gardens August 2004 - November 2009
Student Financial Aid Services Inc. January 2009 - August 2009
Sigma Phi Epsilon May 2007 - May 2008
Skills
Financial Accounting, Superior Client Service, Account Reconciliation, Management, Financial Reporting, Investor Relations, Sales Support Tools, Accounting, Account Management, Microsoft Office, Private Equity, Mutual Funds, Alternative Investments, Equities, Fixed Income, Fund Accounting
Education
The University of Kansas 2005 — 2009
Bachelor of Science, Finance
J.P. Morgan December 2013 - Present
Northern Trust July 2012 - December 2013
State Street January 2012 - July 2012
State Street July 2010 - January 2012
Spectrum Business Ventures January 2010 - July 2010
Bonnie Barrett Gardens August 2004 - November 2009
Student Financial Aid Services Inc. January 2009 - August 2009
Sigma Phi Epsilon May 2007 - May 2008
Skills
Financial Accounting, Superior Client Service, Account Reconciliation, Management, Financial Reporting, Investor Relations, Sales Support Tools, Accounting, Account Management, Microsoft Office, Private Equity, Mutual Funds, Alternative Investments, Equities, Fixed Income, Fund Accounting
Education
The University of Kansas 2005 — 2009
Bachelor of Science, Finance
Lisa Kao Lisa Kao's Northern Trust Experience June 2013 - August 2013
Job Incoming Consultant at Oliver Wyman (Fall 2015)
Industry Financial Services
Experience
Business Honors Program Office August 2014 - May 2015
Business Honors Program Office August 2013 - May 2015
The Allan House August 2013 - January 2015
Oliver Wyman June 2014 - August 2014
Northern Trust June 2013 - August 2013
The University of Texas at Austin January 2013 - May 2013
Chinese Conversation Partners January 2013 - May 2013
The University of Texas at Austin August 2012 - December 2012
The University of Texas at Austin January 2012 - May 2012
Skills
PowerPoint, Customer Service, Microsoft Excel, Public Speaking, Microsoft Word, Teaching, Time Management, Social Media, Research, Communication Skills, Microsoft Office, Recruiting, Blogging
Education
The University of Texas at Austin 2011 — 2015
Bachelor’s Degree, B.B.A., Business Honors Program, Finance, Chinese
Round Rock High School 2007 — 2011
Business Honors Program Office August 2014 - May 2015
Business Honors Program Office August 2013 - May 2015
The Allan House August 2013 - January 2015
Oliver Wyman June 2014 - August 2014
Northern Trust June 2013 - August 2013
The University of Texas at Austin January 2013 - May 2013
Chinese Conversation Partners January 2013 - May 2013
The University of Texas at Austin August 2012 - December 2012
The University of Texas at Austin January 2012 - May 2012
Skills
PowerPoint, Customer Service, Microsoft Excel, Public Speaking, Microsoft Word, Teaching, Time Management, Social Media, Research, Communication Skills, Microsoft Office, Recruiting, Blogging
Education
The University of Texas at Austin 2011 — 2015
Bachelor’s Degree, B.B.A., Business Honors Program, Finance, Chinese
Round Rock High School 2007 — 2011
Shawn Howard, CFA Shawn Howard, CFA's Northern Trust Experience January 2012 - Present
Job Senior Portfolio Manager at Northern Trust
Industry Investment Management
Experience
Northern Trust January 2012 - Present
PlainsCapital Bank October 2009 - October 2010
Bank of Texas October 2005 - October 2008
Regions Financial Corporation October 2003 - April 2005
Frontier Investment Management Co. March 2002 - October 2003
Northern Trust 1999 - 2001
Bank One January 1988 - March 1999
Skills
Financial Goals, Wealth Management, Wealth Management..., Investments, Portfolio Management, Due Diligence, Equities, CRM, Strategy, Investment Banking, Business Development, Finance, Investment Strategies, Asset Allocation, Relationship Management, Asset Management, Alternative Investments, Financial Analysis, Banking, Investment Management, Private Equity
Education
The University of Texas at Austin 1983 — 1987
B.A.
Northern Trust January 2012 - Present
PlainsCapital Bank October 2009 - October 2010
Bank of Texas October 2005 - October 2008
Regions Financial Corporation October 2003 - April 2005
Frontier Investment Management Co. March 2002 - October 2003
Northern Trust 1999 - 2001
Bank One January 1988 - March 1999
Skills
Financial Goals, Wealth Management, Wealth Management..., Investments, Portfolio Management, Due Diligence, Equities, CRM, Strategy, Investment Banking, Business Development, Finance, Investment Strategies, Asset Allocation, Relationship Management, Asset Management, Alternative Investments, Financial Analysis, Banking, Investment Management, Private Equity
Education
The University of Texas at Austin 1983 — 1987
B.A.
Carl Lingenfelter's Northern Trust Experience August 2011 - Present
Job
Industry Investment Management
Experience
Northern Trust August 2011 - Present
Northern Trust Global Fund Services Cayman, Ltd. 2011 - Present
Northern Trust Securities, Inc 2010 - Present
Northern Trust March 2008 - December 2011
Chicago Transit Authority November 2003 - September 2007
Illinois Office of Management and Budget January 2003 - November 2003
McKinsey & Company September 2000 - December 2002
Kissinger McLarty Associates 1998 - 2000
The White House 1998 - 1998
Congressman Lee H. Hamilton 1994 - 1998
Skills
Strategy, Mergers & Acquisitions, Management, Leadership, Hedge Funds, Strategic Planning, Investments, Private Equity, Business Strategy, Finance, Executive Management, Risk Management, Business Development, Venture Capital, Corporate Finance, Securities, Asset Management, Budgets, Policy
Education
The University of Chicago Booth School of Business 1997 — 2000
MBA
Yale University 1989 — 1993
BA
Hay Edwards
Oprf
Northern Trust August 2011 - Present
Northern Trust Global Fund Services Cayman, Ltd. 2011 - Present
Northern Trust Securities, Inc 2010 - Present
Northern Trust March 2008 - December 2011
Chicago Transit Authority November 2003 - September 2007
Illinois Office of Management and Budget January 2003 - November 2003
McKinsey & Company September 2000 - December 2002
Kissinger McLarty Associates 1998 - 2000
The White House 1998 - 1998
Congressman Lee H. Hamilton 1994 - 1998
Skills
Strategy, Mergers & Acquisitions, Management, Leadership, Hedge Funds, Strategic Planning, Investments, Private Equity, Business Strategy, Finance, Executive Management, Risk Management, Business Development, Venture Capital, Corporate Finance, Securities, Asset Management, Budgets, Policy
Education
The University of Chicago Booth School of Business 1997 — 2000
MBA
Yale University 1989 — 1993
BA
Hay Edwards
Oprf
Jeff Owen's Northern Trust Experience July 2010 - Present
Job
Industry Financial Services
Experience
Northern Trust July 2010 - Present
Ryan Specialty Group February 2010 - June 2010
Aon Corporation 2001 - 2009
Web Street, Inc. 2000 - 2001
CNA Insurance 1998 - 2000
Ernst & Young 1989 - 1998
Skills
Financial Modeling, Financial Reporting, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Insurance, Accounting, Hyperion Enterprise, Corporate Finance, US GAAP, SEC filings, PeopleSoft, Process Improvement, Cash Flow Statements, Consolidation
Education
The University of Chicago Booth School of Business 2000 — 2006
MBA, Analytical Finance, Economics
University of Oklahoma - Price College of Business 1982 — 1988
BAcc, Accountancy
Northern Trust July 2010 - Present
Ryan Specialty Group February 2010 - June 2010
Aon Corporation 2001 - 2009
Web Street, Inc. 2000 - 2001
CNA Insurance 1998 - 2000
Ernst & Young 1989 - 1998
Skills
Financial Modeling, Financial Reporting, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Insurance, Accounting, Hyperion Enterprise, Corporate Finance, US GAAP, SEC filings, PeopleSoft, Process Improvement, Cash Flow Statements, Consolidation
Education
The University of Chicago Booth School of Business 2000 — 2006
MBA, Analytical Finance, Economics
University of Oklahoma - Price College of Business 1982 — 1988
BAcc, Accountancy
Mark D. Hines's Northern Trust Experience June 2004 - January 2007
Job Investment Manager
Industry Investment Management
Experience
Wespath, a division of the General Board of Pension and Health Benefits March 2010 - Present
Northern Trust June 2004 - January 2007
Accenture March 2000 - April 2004
Education
The University of Chicago - Booth School of Business
MBA
University of Illinois at Urbana-Champaign
BS
Wespath, a division of the General Board of Pension and Health Benefits March 2010 - Present
Northern Trust June 2004 - January 2007
Accenture March 2000 - April 2004
Education
The University of Chicago - Booth School of Business
MBA
University of Illinois at Urbana-Champaign
BS
Mary Lukic's Northern Trust Experience May 2003 - November 2006
Job Equity Portfolio Manager at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management 2006 - Present
Northern Trust May 2003 - November 2006
Northern Trust 1997 - 2003
Skills
Equities, Investments, Asset Managment, Investment Management, Asset Management, Investment Strategies, Portfolio Management, Asset Allocation, Wealth Management, Financial Services, High Net Worth...
Education
The University of Chicago Booth School of Business 2005 — 2007
Northern Trust Asset Management 2006 - Present
Northern Trust May 2003 - November 2006
Northern Trust 1997 - 2003
Skills
Equities, Investments, Asset Managment, Investment Management, Asset Management, Investment Strategies, Portfolio Management, Asset Allocation, Wealth Management, Financial Services, High Net Worth...
Education
The University of Chicago Booth School of Business 2005 — 2007
Chris Magnani's Northern Trust Experience 1990 - 1992
Job Commercial Real Estate Professional
Industry Real Estate
Experience
Commercial Real Estate Investment Consulting 2008 - Present
IMS Health 2011 - 2013
Argosy Real Estate 2005 - 2008
Comcast-Spectacor 1998 - 1999
Comcast Wireless 1997 - 1997
Security Capital Group 1992 - 1996
Northern Trust 1990 - 1992
Education
The Wharton School, University of Pennsylvania 1996 — 1998
MBA, Finance
The University of New Mexico
BA, Economics
Commercial Real Estate Investment Consulting 2008 - Present
IMS Health 2011 - 2013
Argosy Real Estate 2005 - 2008
Comcast-Spectacor 1998 - 1999
Comcast Wireless 1997 - 1997
Security Capital Group 1992 - 1996
Northern Trust 1990 - 1992
Education
The Wharton School, University of Pennsylvania 1996 — 1998
MBA, Finance
The University of New Mexico
BA, Economics
Personette, Dan's Northern Trust Experience September 1996 - July 1999
Job Sr. Portfolio Manager, Director of Interest Rate Strategy at Northern Trust Asst Management
Industry Investment Management
Experience
Northern Trust Asset Management March 2007 - Present
Northern Trust Asset Management July 1999 - Present
Northern Trust September 1996 - July 1999
Skills
Asset Allocation, Fixed Income, Bloomberg, Portfolio Management, Asset Management, Investments, Investment Strategies, Bonds, ETFs, Currency, Hedge Funds, Alternative Investments, Investment Management, Institutional..., Trading
Education
The University of Chicago Booth School of Business 2001 — 2005
Northern Trust Asset Management March 2007 - Present
Northern Trust Asset Management July 1999 - Present
Northern Trust September 1996 - July 1999
Skills
Asset Allocation, Fixed Income, Bloomberg, Portfolio Management, Asset Management, Investments, Investment Strategies, Bonds, ETFs, Currency, Hedge Funds, Alternative Investments, Investment Management, Institutional..., Trading
Education
The University of Chicago Booth School of Business 2001 — 2005
Joshua Freeman's Northern Trust Experience 2004 - 2006
Job Manager Investment Stategy at Boeing
Industry Investment Management
Experience
Boeing April 2012 - Present
The Boeing Company September 2006 - May 2012
Northern Trust 2004 - 2006
Skills
Investments, Financial Analysis, Equities, Fixed Income, Risk Management, Asset Managment, Portfolio Management, Valuation, Bloomberg, Investment Management, Microsoft Excel, Process Improvement, Pensions, Hedge Funds, Investment Strategies, Alternative Investments, Asset Management, Wealth Management, Strategy, Finance
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance, Economics, Econometrics
University of Michigan 1999 — 2003
Bachelor of Arts (B.A.), Economics
Boeing April 2012 - Present
The Boeing Company September 2006 - May 2012
Northern Trust 2004 - 2006
Skills
Investments, Financial Analysis, Equities, Fixed Income, Risk Management, Asset Managment, Portfolio Management, Valuation, Bloomberg, Investment Management, Microsoft Excel, Process Improvement, Pensions, Hedge Funds, Investment Strategies, Alternative Investments, Asset Management, Wealth Management, Strategy, Finance
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance, Economics, Econometrics
University of Michigan 1999 — 2003
Bachelor of Arts (B.A.), Economics
Adam Weiland's Northern Trust Experience September 2013 - May 2014
Job Vice President Risk Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2014 - Present
Northern Trust September 2013 - May 2014
Northern Trust July 2010 - September 2013
Northern Trust December 2007 - June 2010
LaSalle Bank June 2006 - December 2007
Deloitte & Touche September 2002 - June 2006
Bank One 2002 - 2002
Skills
Enterprise Risk..., Basel II, Operational Risk, Financial Risk, Operational Risk..., Risk Management, Financial Analysis, Fixed Income, Banking, Equities, Analytics, Process Improvement, Business Continuity, Program Management, Governance
Education
The University of Chicago - Booth School of Business 2007 — 2010
MBA, Economics, Econometrics and Statistics, General Management
University of Miami - School of Business 1997 — 2001
Bachelor's of Business Administration, Computer Information Systems
Archbishop Alter High School 1993 — 1997
JPMorgan Chase May 2014 - Present
Northern Trust September 2013 - May 2014
Northern Trust July 2010 - September 2013
Northern Trust December 2007 - June 2010
LaSalle Bank June 2006 - December 2007
Deloitte & Touche September 2002 - June 2006
Bank One 2002 - 2002
Skills
Enterprise Risk..., Basel II, Operational Risk, Financial Risk, Operational Risk..., Risk Management, Financial Analysis, Fixed Income, Banking, Equities, Analytics, Process Improvement, Business Continuity, Program Management, Governance
Education
The University of Chicago - Booth School of Business 2007 — 2010
MBA, Economics, Econometrics and Statistics, General Management
University of Miami - School of Business 1997 — 2001
Bachelor's of Business Administration, Computer Information Systems
Archbishop Alter High School 1993 — 1997
Justin Hoogendoorn's Northern Trust Experience 1996 - 2003
Job Chief Investment Strategist at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets October 2003 - Present
Northern Trust 1996 - 2003
Education
The University of Chicago Booth School of Business
BMO Capital Markets October 2003 - Present
Northern Trust 1996 - 2003
Education
The University of Chicago Booth School of Business
Pradeepan Kunhiraman's Northern Trust Experience 1998 - 2004
Job developer/dba at CItadel Investment Group
Industry Financial Services
Experience
CItadel Investment Group April 2005 - Present
Northern Trust 1998 - 2004
Skills
Databases, SQL, Agile Methodologies, Data Warehousing, Sybase, Unix, SDLC, Enterprise Architecture, Software Development, Database Design, Requirements Analysis, Data Modeling, SOA, Oracle, Software Project...
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Finance
University of Calicut 1986 — 1990
B Tech, Computer Science
CItadel Investment Group April 2005 - Present
Northern Trust 1998 - 2004
Skills
Databases, SQL, Agile Methodologies, Data Warehousing, Sybase, Unix, SDLC, Enterprise Architecture, Software Development, Database Design, Requirements Analysis, Data Modeling, SOA, Oracle, Software Project...
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Finance
University of Calicut 1986 — 1990
B Tech, Computer Science
Patrick Halpin's Northern Trust Experience September 2012 - Present
Job Implementation at Northern Trust Hedge Fund Services
Industry Financial Services
Experience
Northern Trust September 2012 - Present
Northern Trust July 2011 - September 2012
Northern Trust August 2010 - July 2011
Northern Trust July 2008 - August 2010
UT RecSports August 2005 - July 2008
Skills
Hedge Funds, Mutual Funds, Leadership, Fund Administration, Bloomberg, Securities, Derivatives, Equities, Alternative Investments, Valuation, Investments, Asset Management, Fixed Income, Financial Services, Fund Accounting, Financial Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
Bachelor of Business Administration, Finance
Northern Trust September 2012 - Present
Northern Trust July 2011 - September 2012
Northern Trust August 2010 - July 2011
Northern Trust July 2008 - August 2010
UT RecSports August 2005 - July 2008
Skills
Hedge Funds, Mutual Funds, Leadership, Fund Administration, Bloomberg, Securities, Derivatives, Equities, Alternative Investments, Valuation, Investments, Asset Management, Fixed Income, Financial Services, Fund Accounting, Financial Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
Bachelor of Business Administration, Finance
Carl Tannenbaum's Northern Trust Experience July 2012 - Present
Job Senior Vice President/Chief Economist at Northern Trust
Industry Financial Services
Experience
Northern Trust July 2012 - Present
Federal Reserve Bank of Chicago May 2008 - August 2012
LaSalle Bank 1983 - 2007
LaSalle Bank 1983 - 2007
LaSalle Bank 1983 - 2007
Skills
Banking, Credit Risk, Structured Finance, Capital Markets, Portfolio Management, Financial Risk, Credit Analysis, Loans, Commercial Banking, Enterprise Risk..., Asset Management, Financial Modeling, Credit, Investment Banking, Bloomberg, Treasury Management, Equities, Financial Analysis, Investments, Risk Management
Education
The University of Chicago Booth School of Business 1981 — 1984
Northern Trust July 2012 - Present
Federal Reserve Bank of Chicago May 2008 - August 2012
LaSalle Bank 1983 - 2007
LaSalle Bank 1983 - 2007
LaSalle Bank 1983 - 2007
Skills
Banking, Credit Risk, Structured Finance, Capital Markets, Portfolio Management, Financial Risk, Credit Analysis, Loans, Commercial Banking, Enterprise Risk..., Asset Management, Financial Modeling, Credit, Investment Banking, Bloomberg, Treasury Management, Equities, Financial Analysis, Investments, Risk Management
Education
The University of Chicago Booth School of Business 1981 — 1984
Maria M. Marrero's Northern Trust Experience 2000 - 2004
Job Compliance Officer at EFG Capital Advisors Inc.
Industry Financial Services
Experience
EFG Capital Advisors Inc. September 2004 - Present
PRS Investment Advisory 2004 - 2011
Northern Trust 2000 - 2004
Skills
Hedge Funds, Alternative Investments, Private Equity, Asset Managment, Due Diligence, Capital Markets, Equities, Investments, Corporate Finance, Investment Banking, Valuation, Financial Modeling, Investment Company Act, Investment Advisers Act, UCITS, Securities Regulation, ISDA, Compliance Monitoring, FINRA, Series 24, USA PATRIOT Act, Asset Management, OFAC, AML, Anti Money Laundering
Education
The University of Connecticut School of Business
EFG Capital Advisors Inc. September 2004 - Present
PRS Investment Advisory 2004 - 2011
Northern Trust 2000 - 2004
Skills
Hedge Funds, Alternative Investments, Private Equity, Asset Managment, Due Diligence, Capital Markets, Equities, Investments, Corporate Finance, Investment Banking, Valuation, Financial Modeling, Investment Company Act, Investment Advisers Act, UCITS, Securities Regulation, ISDA, Compliance Monitoring, FINRA, Series 24, USA PATRIOT Act, Asset Management, OFAC, AML, Anti Money Laundering
Education
The University of Connecticut School of Business
Alison A. Winter's Northern Trust Experience January 1999 - March 2003
Job CoChair, WomenCorporateDirectors
Industry Civic & Social Organization
Experience
WomenCorporateDirectors 2001 - 2012
Braintree Holdings LLC 2006 - 2011
Northern Trust January 1999 - March 2003
Skills
Strategic Planning, Entrepreneurship, Business Strategy, Mergers, Change Management, Strategy, Leadership, Mergers & Acquisitions, Investments, Start-ups, Board of Directors, Non-profits, Management Consulting, Due Diligence, Fundraising, Financial Analysis, Marketing, Leadership Development, Marketing Strategy, Private Equity, Venture Capital, Executive Management, Angel Investing, Business Development, Business Planning
Education
The University of Chicago Booth School of Business 1971 — 1975
WomenCorporateDirectors 2001 - 2012
Braintree Holdings LLC 2006 - 2011
Northern Trust January 1999 - March 2003
Skills
Strategic Planning, Entrepreneurship, Business Strategy, Mergers, Change Management, Strategy, Leadership, Mergers & Acquisitions, Investments, Start-ups, Board of Directors, Non-profits, Management Consulting, Due Diligence, Fundraising, Financial Analysis, Marketing, Leadership Development, Marketing Strategy, Private Equity, Venture Capital, Executive Management, Angel Investing, Business Development, Business Planning
Education
The University of Chicago Booth School of Business 1971 — 1975
Jessica A Madsen's Northern Trust Experience June 2014 - Present
Job Vice President at Northern Trust
Industry Management Consulting
Experience
Northern Trust June 2014 - Present
Northern Trust January 2012 - May 2014
Northern Trust August 2010 - January 2012
Northern Trust July 2008 - August 2010
Deutsche Bank March 2007 - March 2008
A.G. Edwards & Sons, Inc. April 2004 - March 2007
NATO August 2002 - January 2004
Skills
Private Equity, Team Building, Securities Lending, Project Management, Change Management, Operations Management, Management Consulting, Corporate Finance, Derivatives, Analysis, Bloomberg, Business Analysis, Capital Markets, Finance, Financial Analysis, Financial Reporting, Fixed Income, Risk Management, Strategy, Swaps
Education
University of Chicago 2013 — 2015
Master of Business Administration (MBA), Finance, Organizational Management
University of Cambridge 2007 — 2008
Certificate, International Business
University of Illinois at Urbana-Champaign 1998 — 2002
BA, Mathematics, French Studies
The University of Edinburgh 2000 — 2001
Junior Year Study-Abroad, Math, French
Northern Trust June 2014 - Present
Northern Trust January 2012 - May 2014
Northern Trust August 2010 - January 2012
Northern Trust July 2008 - August 2010
Deutsche Bank March 2007 - March 2008
A.G. Edwards & Sons, Inc. April 2004 - March 2007
NATO August 2002 - January 2004
Skills
Private Equity, Team Building, Securities Lending, Project Management, Change Management, Operations Management, Management Consulting, Corporate Finance, Derivatives, Analysis, Bloomberg, Business Analysis, Capital Markets, Finance, Financial Analysis, Financial Reporting, Fixed Income, Risk Management, Strategy, Swaps
Education
University of Chicago 2013 — 2015
Master of Business Administration (MBA), Finance, Organizational Management
University of Cambridge 2007 — 2008
Certificate, International Business
University of Illinois at Urbana-Champaign 1998 — 2002
BA, Mathematics, French Studies
The University of Edinburgh 2000 — 2001
Junior Year Study-Abroad, Math, French
John Keshner's Northern Trust Experience February 2005 - Present
Job Managing Director, Endowments and Foundations
Industry Investment Management
Experience
Northern Trust February 2005 - Present
Brown Brothers Harriman October 2001 - February 2005
Montgomery Securities June 2000 - October 2001
Nuveen Investments June 1993 - June 2000
Nuveen Investments January 1990 - August 1991
Skills
Asset Allocation, Alternative Investments, Investment Strategies, Investment Banking, Portfolio Assessment, Portfolio Construction, M&A experience, Manager Search,..., Investment Policy..., Risk Management, Presentations, Market Analysis, Global Economy, Driving Growth, Team Leadership, Team Building, Team Management, Board Relations
Education
The University of Chicago - Booth School of Business 2011 — 2011
Strategic Business Leadership
University of Pennsylvania - The Wharton School 2005 — 2005
Certified Investment Management Analyst
The University of Texas at Austin 1991 — 1993
Master of Business Administration (M.B.A.), Finance, General
University of Michigan 1985 — 1989
Bachelor of Arts (BA), History
Oak Park and River Forest High School 1981 — 1985
Northern Trust February 2005 - Present
Brown Brothers Harriman October 2001 - February 2005
Montgomery Securities June 2000 - October 2001
Nuveen Investments June 1993 - June 2000
Nuveen Investments January 1990 - August 1991
Skills
Asset Allocation, Alternative Investments, Investment Strategies, Investment Banking, Portfolio Assessment, Portfolio Construction, M&A experience, Manager Search,..., Investment Policy..., Risk Management, Presentations, Market Analysis, Global Economy, Driving Growth, Team Leadership, Team Building, Team Management, Board Relations
Education
The University of Chicago - Booth School of Business 2011 — 2011
Strategic Business Leadership
University of Pennsylvania - The Wharton School 2005 — 2005
Certified Investment Management Analyst
The University of Texas at Austin 1991 — 1993
Master of Business Administration (M.B.A.), Finance, General
University of Michigan 1985 — 1989
Bachelor of Arts (BA), History
Oak Park and River Forest High School 1981 — 1985
Dan Cupertino, CFP®'s Northern Trust Experience June 1998 - 2005
Job National Sales Director at Frontier Asset Management
Industry Financial Services
Experience
Frontier Asset Management March 2015 - Present
Frontier Asset Management July 2013 - Present
Wells Real Estate Funds June 2012 - June 2013
Wells Real Estate Funds April 2010 - June 2012
Wells Real Estate Funds April 2007 - April 2010
Hewitt Associates 2005 - 2007
Northern Trust June 1998 - 2005
Education
The University of Georgia 1994 — 1998
BBA, Management
Frontier Asset Management March 2015 - Present
Frontier Asset Management July 2013 - Present
Wells Real Estate Funds June 2012 - June 2013
Wells Real Estate Funds April 2010 - June 2012
Wells Real Estate Funds April 2007 - April 2010
Hewitt Associates 2005 - 2007
Northern Trust June 1998 - 2005
Education
The University of Georgia 1994 — 1998
BBA, Management
Sharon Askew,MA's Northern Trust Experience September 1999 - June 2003
Job HR Talent Management at Georgia Power Company
Industry Utilities
Experience
Southern Company October 2007 - Present
Martia Healthcare April 2007 - October 2007
ARINSO People Services 2004 - 2007
Hewitt Associates October 1999 - September 2004
Northern Trust September 1999 - June 2003
Cigna Healthcare January 1992 - September 1999
FederalExpress November 1988 - April 1998
Skills
HRIS, Employee Benefits, Benefits Administration, PeopleSoft, Performance Management, Employee Relations, Deferred Compensation, Talent Management, Onboarding, Workforce Planning, Succession Planning, Human Resources, Payroll, Applicant Tracking..., HR Consulting, Talent Acquisition, HR Policies, Employee Engagement, Change Management, Vendor Management, Management
Education
Shorter University 2005 — 2007
Masters, Organizational Leadership
The University of Memphis 1988 — 1992
Bachelors, Business Management
Southern Company October 2007 - Present
Martia Healthcare April 2007 - October 2007
ARINSO People Services 2004 - 2007
Hewitt Associates October 1999 - September 2004
Northern Trust September 1999 - June 2003
Cigna Healthcare January 1992 - September 1999
FederalExpress November 1988 - April 1998
Skills
HRIS, Employee Benefits, Benefits Administration, PeopleSoft, Performance Management, Employee Relations, Deferred Compensation, Talent Management, Onboarding, Workforce Planning, Succession Planning, Human Resources, Payroll, Applicant Tracking..., HR Consulting, Talent Acquisition, HR Policies, Employee Engagement, Change Management, Vendor Management, Management
Education
Shorter University 2005 — 2007
Masters, Organizational Leadership
The University of Memphis 1988 — 1992
Bachelors, Business Management
Aric Cleland's Northern Trust Experience 2014 - Present
Job Vice President,Wealth Management at Northern Trust
Industry Financial Services
Experience
Northern Trust 2014 - Present
Goldman Sachs 2010 - 2014
Brean Murray, Carret & Co. 2008 - 2010
WR Hambrecht + Co 2003 - 2008
Wachovia Securities 1999 - 2003
EVEREN Securities 1995 - 1999
The Chicago Corporation 1987 - 1995
Skills
Wealth Management, Investments, Asset Management, Financial Services, High Net Worth..., Portfolio Management, Equities, Alternative Investments, Banking, Wealth, Financial Modeling
Education
University of Kansas 1983 — 1987
BS, Business
Northern Trust 2014 - Present
Goldman Sachs 2010 - 2014
Brean Murray, Carret & Co. 2008 - 2010
WR Hambrecht + Co 2003 - 2008
Wachovia Securities 1999 - 2003
EVEREN Securities 1995 - 1999
The Chicago Corporation 1987 - 1995
Skills
Wealth Management, Investments, Asset Management, Financial Services, High Net Worth..., Portfolio Management, Equities, Alternative Investments, Banking, Wealth, Financial Modeling
Education
University of Kansas 1983 — 1987
BS, Business
Phil Cook's Northern Trust Experience May 2010 - September 2011
Job Vice President Client Implementation at Northern Trust Hedge Fund Services
Industry Financial Services
Experience
Northern Trust Hedge Fund Services June 2013 - Present
Northern Trust Hedge Fund Services September 2011 - June 2013
Northern Trust May 2010 - September 2011
Northern Trust August 2005 - May 2010
Skills
Structured Products, Banking, Credit Derivatives, Equity Derivatives, Interest Rate..., Derivatives, Fund Administration, Global Custody, Cash-flow Management, Investment Management, Corporate Finance, Financial Services, Fixed Income
Education
The University of Chicago - Booth School of Business 2008 — 2011
MBA, Finance and Economics
University of Wisconsin-Madison 2000 — 2004
Bachelors, Political Science, Business
Northern Trust Hedge Fund Services June 2013 - Present
Northern Trust Hedge Fund Services September 2011 - June 2013
Northern Trust May 2010 - September 2011
Northern Trust August 2005 - May 2010
Skills
Structured Products, Banking, Credit Derivatives, Equity Derivatives, Interest Rate..., Derivatives, Fund Administration, Global Custody, Cash-flow Management, Investment Management, Corporate Finance, Financial Services, Fixed Income
Education
The University of Chicago - Booth School of Business 2008 — 2011
MBA, Finance and Economics
University of Wisconsin-Madison 2000 — 2004
Bachelors, Political Science, Business
Sarah Reinemann's Northern Trust Experience May 2009 - July 2009
Job MBA Candidate at Chicago Booth
Industry Management Consulting
Experience
Hyatt Hotels Corporation April 2015 - August 2015
The Boston Consulting Group August 2013 - May 2014
The Boston Consulting Group August 2011 - July 2013
Robert W. Baird & Co. June 2010 - August 2010
360 Asset Managers February 2010 - May 2010
Northern Trust May 2009 - July 2009
Skills
Microsoft Excel, Data Analysis, French, Management Consulting, Strategy, PowerPoint, Microsoft Word, Analysis
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Washington University in St. Louis 2007 — 2011
BSBA, Finance, Accounting, International Business, French
Hyatt Hotels Corporation April 2015 - August 2015
The Boston Consulting Group August 2013 - May 2014
The Boston Consulting Group August 2011 - July 2013
Robert W. Baird & Co. June 2010 - August 2010
360 Asset Managers February 2010 - May 2010
Northern Trust May 2009 - July 2009
Skills
Microsoft Excel, Data Analysis, French, Management Consulting, Strategy, PowerPoint, Microsoft Word, Analysis
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Washington University in St. Louis 2007 — 2011
BSBA, Finance, Accounting, International Business, French
Bojan Petrovich, CFA's Northern Trust Experience June 2000 - December 2004
Job Quant Trading Strategy at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management November 2010 - Present
UBS Global Asset Management January 2005 - December 2010
Northern Trust June 2000 - December 2004
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Stats & Econometrics, Analytical Finance
JP Morgan Asset Management November 2010 - Present
UBS Global Asset Management January 2005 - December 2010
Northern Trust June 2000 - December 2004
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Stats & Econometrics, Analytical Finance
Lee McMullen's Northern Trust Experience September 2011 - Present
Job Vice President, Northern Trust
Industry Financial Services
Experience
Northern Trust September 2011 - Present
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
University of Kansas 2002 — 2006
Bachelor's Degree
Northern Trust September 2011 - Present
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
University of Kansas 2002 — 2006
Bachelor's Degree
Greg Irwin's Northern Trust Experience December 2010 - December 2011
Job Vice President & Private Banker at BBVA Compass
Industry Banking
Experience
BBVA Compass January 2012 - Present
Arts Council of Ft. Worth 2008 - 2012
Northern Trust December 2010 - December 2011
Wells Fargo - The Private Bank 2008 - December 2010
Bank of America 2006 - 2008
World Savings 2003 - 2006
Citigroup 2000 - 2003
Associates 1993 - 2003
Skills
Credit, Banking, Wealth Management, Private Banking, Investments, Strategic Planning, Real Estate Lending, CRM, Commercial Banking, Commercial Lending, Finance, Credit Analysis, Marketing, Mortgage Lending, Portfolio Management, Financial Analysis, Strategic Financial..., Loans, Asset Management, Small Business Lending, Loan Origination, Financial Services, Due Diligence, Underwriting, Financial Modeling, Risk Management
Education
The University of Texas at Arlington
BBVA Compass January 2012 - Present
Arts Council of Ft. Worth 2008 - 2012
Northern Trust December 2010 - December 2011
Wells Fargo - The Private Bank 2008 - December 2010
Bank of America 2006 - 2008
World Savings 2003 - 2006
Citigroup 2000 - 2003
Associates 1993 - 2003
Skills
Credit, Banking, Wealth Management, Private Banking, Investments, Strategic Planning, Real Estate Lending, CRM, Commercial Banking, Commercial Lending, Finance, Credit Analysis, Marketing, Mortgage Lending, Portfolio Management, Financial Analysis, Strategic Financial..., Loans, Asset Management, Small Business Lending, Loan Origination, Financial Services, Due Diligence, Underwriting, Financial Modeling, Risk Management
Education
The University of Texas at Arlington
Reid Anderson's Northern Trust Experience November 2012 - August 2014
Job Securities Valuation Analyst at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 2014 - Present
Northern Trust November 2012 - August 2014
Northern Trust October 2011 - November 2012
Zimmerman Reed May 2008 - August 2010
Allianz Life May 2007 - August 2007
Allianz Life May 2006 - August 2006
Skills
Investments, Strategy, Mutual Funds, Finance, Microsoft Excel, Securities, Portfolio Management, CRM
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA)
Wheaton College 2004 — 2008
BA, Business/Economics
Nuveen Investments August 2014 - Present
Northern Trust November 2012 - August 2014
Northern Trust October 2011 - November 2012
Zimmerman Reed May 2008 - August 2010
Allianz Life May 2007 - August 2007
Allianz Life May 2006 - August 2006
Skills
Investments, Strategy, Mutual Funds, Finance, Microsoft Excel, Securities, Portfolio Management, CRM
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA)
Wheaton College 2004 — 2008
BA, Business/Economics
Dennis Regan's Northern Trust Experience 1981 - Present
Job Senior Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust 1981 - Present
Skills
Banking, Portfolio Management, Wealth Management, Asset Allocation, Commercial Banking, Commercial Lending, Investments, Alternative Investments, Asset Management, Loans, Private Banking, Fixed Income, Series 7, Mutual Funds, Financial Services
Education
University of Chicago Graduate School of Business 1977 — 1980
MBA, Finance
Trinity University 1969 — 1973
B.S., Business Administration
Northern Trust 1981 - Present
Skills
Banking, Portfolio Management, Wealth Management, Asset Allocation, Commercial Banking, Commercial Lending, Investments, Alternative Investments, Asset Management, Loans, Private Banking, Fixed Income, Series 7, Mutual Funds, Financial Services
Education
University of Chicago Graduate School of Business 1977 — 1980
MBA, Finance
Trinity University 1969 — 1973
B.S., Business Administration
Brett Rees's Northern Trust Experience December 2007 - May 2013
Job Regional President at Northern Trust Wealth Management
Industry Financial Services
Experience
Northern Trust Wealth Management May 2013 - Present
Northern Trust December 2007 - May 2013
Northern Trust June 2002 - December 2007
Northern Trust September 1997 - June 2002
NationsBank, N.A. April 1994 - September 1997
Bank of Boston, N.A. October 1989 - April 1994
First Union National Bank June 1987 - October 1989
Skills
Wealth Management, Series 7, Commercial Lending, Asset Allocation, Alternative Investments, Sales Management, Team Leadership, Strategic Communications, Series 24, Banking, Credit, Financial Services, New Business Development, Private Banking, Risk Management, Securities
Education
The University of Texas at Austin 1981 — 1986
Bachelor of Arts (B.A.), Economics
Randolph High School 1980 — 1981
Oakton High School 1978 — 1980
Northern Trust Wealth Management May 2013 - Present
Northern Trust December 2007 - May 2013
Northern Trust June 2002 - December 2007
Northern Trust September 1997 - June 2002
NationsBank, N.A. April 1994 - September 1997
Bank of Boston, N.A. October 1989 - April 1994
First Union National Bank June 1987 - October 1989
Skills
Wealth Management, Series 7, Commercial Lending, Asset Allocation, Alternative Investments, Sales Management, Team Leadership, Strategic Communications, Series 24, Banking, Credit, Financial Services, New Business Development, Private Banking, Risk Management, Securities
Education
The University of Texas at Austin 1981 — 1986
Bachelor of Arts (B.A.), Economics
Randolph High School 1980 — 1981
Oakton High School 1978 — 1980
Brian Huckstep, CFA's Northern Trust Experience August 1994 - June 2003
Job Senior Portfolio Manager
Industry Investment Management
Experience
Ibbotson Associates April 2005 - Present
Morningstar December 2003 - April 2005
Northern Trust August 1994 - June 2003
Skills
Asset Allocation, Alternative Investments, Hedge Funds, Investment Management, Investment Strategies, Mutual Funds, Fixed Income, Portfolio Management, Equities, Investment Advisory, Bloomberg, Wealth Management
Education
The University of Chicago Booth School of Business 2000 — 2003
MBA, Finance, Economics, Strategy
University of Michigan 1988 — 1992
BA, Economics
Ibbotson Associates April 2005 - Present
Morningstar December 2003 - April 2005
Northern Trust August 1994 - June 2003
Skills
Asset Allocation, Alternative Investments, Hedge Funds, Investment Management, Investment Strategies, Mutual Funds, Fixed Income, Portfolio Management, Equities, Investment Advisory, Bloomberg, Wealth Management
Education
The University of Chicago Booth School of Business 2000 — 2003
MBA, Finance, Economics, Strategy
University of Michigan 1988 — 1992
BA, Economics
Jordan Ortbal's Northern Trust Experience December 2012 - Present
Job Business Process Analyst at Northern Trust
Industry Financial Services
Experience
Northern Trust December 2012 - Present
Region XIII Educator Certification Program February 2009 - October 2012
Craftcorps May 2007 - July 2008
Skills
Windows, Administrative Support, Event Planning, Marketing, Scheduling, Customer Relations, Microsoft Office, Word, Excel, PowerPoint, Filemaker Pro, Executive Support
Education
The University of Texas at Austin 2003 — 2007
Bachelors, Government, European Studies
Northern Trust December 2012 - Present
Region XIII Educator Certification Program February 2009 - October 2012
Craftcorps May 2007 - July 2008
Skills
Windows, Administrative Support, Event Planning, Marketing, Scheduling, Customer Relations, Microsoft Office, Word, Excel, PowerPoint, Filemaker Pro, Executive Support
Education
The University of Texas at Austin 2003 — 2007
Bachelors, Government, European Studies
Robert Furnari's Northern Trust Experience January 2012 - Present
Job Managing Director, Practice Leader at Northern Trust
Industry Financial Services
Experience
Northern Trust January 2012 - Present
Northern Trust Global Investments December 2009 - December 2011
Northern Trust Company of Connecticut July 2005 - December 2009
Northern Trust Global Advisors June 2000 - July 2005
Northern Trust Company of Connecticut November 1995 - June 2000
RCB Trust Company January 1990 - October 1995
Rogers, Casey & Barksdale July 1985 - December 1989
GE Capital June 1982 - July 1985
Skills
Portfolio Management, Hedge Funds, Equities, Investments, Fixed Income, Asset Allocation
Education
The University of Connecticut School of Business 1982 — 1984
MBA, Finance
University of Connecticut 1978 — 1982
BS, Finance
Northern Trust January 2012 - Present
Northern Trust Global Investments December 2009 - December 2011
Northern Trust Company of Connecticut July 2005 - December 2009
Northern Trust Global Advisors June 2000 - July 2005
Northern Trust Company of Connecticut November 1995 - June 2000
RCB Trust Company January 1990 - October 1995
Rogers, Casey & Barksdale July 1985 - December 1989
GE Capital June 1982 - July 1985
Skills
Portfolio Management, Hedge Funds, Equities, Investments, Fixed Income, Asset Allocation
Education
The University of Connecticut School of Business 1982 — 1984
MBA, Finance
University of Connecticut 1978 — 1982
BS, Finance
Victoria Nelson's Northern Trust Experience July 2012 - June 2014
Job Writer
Industry Writing and Editing
Experience
N/A July 2015 - Present
Northern Trust Corporation July 2014 - July 2015
Northern Trust July 2012 - June 2014
Northern Trust May 2013 - September 2013
Northern Trust September 2007 - July 2012
Coleman, Epstein, Berlin & Company August 2006 - September 2007
John K. Flaherty & Associates, Ltd. August 2001 - July 2006
Robertson Brothers, Co. June 1999 - July 2001
Skills
Finance, Accounting, Analysis, Financial Reporting, Auditing, Hedge Funds, Budgets, Asset Management, Fixed Income, Banking, Financial Services, Microsoft Excel
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Accounting, Finance & Strategic Management
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
BBA, Accounting & Finance
N/A July 2015 - Present
Northern Trust Corporation July 2014 - July 2015
Northern Trust July 2012 - June 2014
Northern Trust May 2013 - September 2013
Northern Trust September 2007 - July 2012
Coleman, Epstein, Berlin & Company August 2006 - September 2007
John K. Flaherty & Associates, Ltd. August 2001 - July 2006
Robertson Brothers, Co. June 1999 - July 2001
Skills
Finance, Accounting, Analysis, Financial Reporting, Auditing, Hedge Funds, Budgets, Asset Management, Fixed Income, Banking, Financial Services, Microsoft Excel
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Accounting, Finance & Strategic Management
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
BBA, Accounting & Finance
Charlie Talbot's Northern Trust Experience September 1987 - January 1997
Job Chief Financial Officer at Athletico
Industry Health, Wellness and Fitness
Experience
Athletico April 2015 - Present
Potbelly Sandwich Works October 2008 - March 2015
Nuveen Investments March 2007 - October 2008
Yum! Brands January 1997 - March 2007
Northern Trust September 1987 - January 1997
Skills
Strategic Planning, Financial Analysis, Strategy, Forecasting, Management, Financial Modeling, Mergers & Acquisitions, Finance, Franchising, P&L, Budgets, Income Statement, Financial Reporting, Retail
Education
University of Chicago Graduate School of Business 1992 — 1994
MBA, Finance, Accounting, Business Strategy
University of Illinois at Urbana-Champaign 1983 — 1987
BA, Economics
Athletico April 2015 - Present
Potbelly Sandwich Works October 2008 - March 2015
Nuveen Investments March 2007 - October 2008
Yum! Brands January 1997 - March 2007
Northern Trust September 1987 - January 1997
Skills
Strategic Planning, Financial Analysis, Strategy, Forecasting, Management, Financial Modeling, Mergers & Acquisitions, Finance, Franchising, P&L, Budgets, Income Statement, Financial Reporting, Retail
Education
University of Chicago Graduate School of Business 1992 — 1994
MBA, Finance, Accounting, Business Strategy
University of Illinois at Urbana-Champaign 1983 — 1987
BA, Economics
Maureen A. Lyons's Northern Trust Experience December 2000 - Present
Job Senior Portfolio Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust December 2000 - Present
SunTrust Bank March 1997 - December 2000
Skills
Fixed Income, Asset Allocation, Equities, Hedge Funds, Portfolio Management, Bloomberg, Asset Managment, Alternative Investments, Wealth Management, Investment Strategies, Investments, Mutual Funds, Derivatives, Performance Attribution, Investment Policy, Investment Advisory, Investment Management
Education
CFA Institute
CFA Charterholder
University of Miami - School of Business 1996 — 1997
Master of Business Administration (MBA), Investments and Securities
University of Miami 1992 — 1996
Bachelor of Business Administration (BBA), International Finance
The University of Chicago Booth School of Business
CPWA
University of California, Berkeley
CIMA
Northern Trust December 2000 - Present
SunTrust Bank March 1997 - December 2000
Skills
Fixed Income, Asset Allocation, Equities, Hedge Funds, Portfolio Management, Bloomberg, Asset Managment, Alternative Investments, Wealth Management, Investment Strategies, Investments, Mutual Funds, Derivatives, Performance Attribution, Investment Policy, Investment Advisory, Investment Management
Education
CFA Institute
CFA Charterholder
University of Miami - School of Business 1996 — 1997
Master of Business Administration (MBA), Investments and Securities
University of Miami 1992 — 1996
Bachelor of Business Administration (BBA), International Finance
The University of Chicago Booth School of Business
CPWA
University of California, Berkeley
CIMA
Asad Haque, PMP's Northern Trust Experience April 1997 - June 1999
Job Cofounder & PMP Instructor, 1st Choice Project Management Training
Industry Education Management
Experience
1st Choice Project Management Training April 2010 - Present
Tek Systems November 2010 - June 2011
IBM October 2008 - May 2010
First Industrial Realty Trust October 2007 - October 2008
HSBC May 2006 - October 2007
Aon Hewitt June 1999 - May 2006
Northern Trust April 1997 - June 1999
Skills
Business Analysis, Project Management, PMP, Project Planning, Project Delivery, Process Improvement, Requirements Analysis, Vendor Management, MS Project, Program Management, SDLC, Software Project..., Business Process..., Project Portfolio..., Requirements Gathering, Visio, Resource Management, IT Strategy, Business Intelligence, Microsoft Project
Education
The University of Salford 1987 — 1991
Bachelor of Science (BSc), Economics and Computer Science
1st Choice Project Management Training April 2010 - Present
Tek Systems November 2010 - June 2011
IBM October 2008 - May 2010
First Industrial Realty Trust October 2007 - October 2008
HSBC May 2006 - October 2007
Aon Hewitt June 1999 - May 2006
Northern Trust April 1997 - June 1999
Skills
Business Analysis, Project Management, PMP, Project Planning, Project Delivery, Process Improvement, Requirements Analysis, Vendor Management, MS Project, Program Management, SDLC, Software Project..., Business Process..., Project Portfolio..., Requirements Gathering, Visio, Resource Management, IT Strategy, Business Intelligence, Microsoft Project
Education
The University of Salford 1987 — 1991
Bachelor of Science (BSc), Economics and Computer Science
Jamie Ezefili's Northern Trust Experience January 2012 - September 2012
Job Manager, Mutual Fund Operations
Industry Financial Services
Experience
Northern Trust Corporation September 2012 - Present
Northern Trust January 2012 - September 2012
Northern Trust Corporation September 2009 - December 2011
Northern Trust Corporation July 2008 - August 2009
Mesirow Financial July 2006 - July 2008
Boston Financial Data Services September 2004 - July 2006
Skills
Mutual Funds, Customer Service, Financial Services, Investments, Microsoft Excel, Banking, Process Improvement, Risk Management, Microsoft Office, Public Speaking, Fundraising, Analysis, Photoshop, Outlook, Lotus Notes, Social Media, Business Relationship..., Team Building, PowerPoint, Event Management, Employee Engagement, Management, Leadership
Education
University of Kansas 1998 — 2003
Bachelor of Arts (B.A.), Liberal Art and Science
Northern Trust Corporation September 2012 - Present
Northern Trust January 2012 - September 2012
Northern Trust Corporation September 2009 - December 2011
Northern Trust Corporation July 2008 - August 2009
Mesirow Financial July 2006 - July 2008
Boston Financial Data Services September 2004 - July 2006
Skills
Mutual Funds, Customer Service, Financial Services, Investments, Microsoft Excel, Banking, Process Improvement, Risk Management, Microsoft Office, Public Speaking, Fundraising, Analysis, Photoshop, Outlook, Lotus Notes, Social Media, Business Relationship..., Team Building, PowerPoint, Event Management, Employee Engagement, Management, Leadership
Education
University of Kansas 1998 — 2003
Bachelor of Arts (B.A.), Liberal Art and Science
Vance Sparks's Northern Trust Experience 1997 - 2008
Job Land Negotiator at Hawkwood Energy Operating, LLC
Industry Oil & Energy
Experience
Hawkwood Energy Operating, LLC July 2014 - Present
Encana August 2008 - June 2014
Northern Trust 1997 - 2008
Union Pacific Resources 1995 - 1997
Skills
Natural Gas, Petroleum, Gas, Energy Industry, Oil/Gas, Energy, Pipelines, Onshore, Field Development, Minerals, Divestitures, Contract Management, Contract Negotiation, Negotiation, Leases, Oil & Gas Industry, Drilling
Education
The University of Texas at Austin 1972 — 1976
Bachelor of Business Administration (BBA), Petroleum Land Management, Marketing
Hawkwood Energy Operating, LLC July 2014 - Present
Encana August 2008 - June 2014
Northern Trust 1997 - 2008
Union Pacific Resources 1995 - 1997
Skills
Natural Gas, Petroleum, Gas, Energy Industry, Oil/Gas, Energy, Pipelines, Onshore, Field Development, Minerals, Divestitures, Contract Management, Contract Negotiation, Negotiation, Leases, Oil & Gas Industry, Drilling
Education
The University of Texas at Austin 1972 — 1976
Bachelor of Business Administration (BBA), Petroleum Land Management, Marketing
Nathan Linsley's Northern Trust Experience June 2011 - December 2011
Job Corporate Transactions Office at Health Care Service Corporation
Industry Financial Services
Experience
Health Care Service Corp. March 2012 - Present
Northern Trust June 2011 - December 2011
Lovejoy July 2006 - June 2011
Woodward August 2004 - July 2006
Skills
Business Strategy, Financial Modeling, Mergers, Finance, Financial Analysis, Strategy, Valuation, Corporate Finance, Financial Accounting, Negotiation, Due Diligence, Corporate Development
Education
The University of Chicago Booth School of Business 2010 — 2012
MBA, Finance and Accounting
University of Michigan 2000 — 2004
BSE, Aerospace and Mechanical Engineering
Health Care Service Corp. March 2012 - Present
Northern Trust June 2011 - December 2011
Lovejoy July 2006 - June 2011
Woodward August 2004 - July 2006
Skills
Business Strategy, Financial Modeling, Mergers, Finance, Financial Analysis, Strategy, Valuation, Corporate Finance, Financial Accounting, Negotiation, Due Diligence, Corporate Development
Education
The University of Chicago Booth School of Business 2010 — 2012
MBA, Finance and Accounting
University of Michigan 2000 — 2004
BSE, Aerospace and Mechanical Engineering
Djinardi Djohan's Northern Trust Experience 2007 - Present
Job Officer at Northern Trust
Industry Financial Services
Experience
Northern Trust 2007 - Present
Sangamon Trading, Inc 1999 - 2007
Chicago Board of Trade 1990 - 1999
Skills
Hedge Funds, Mutual Funds, Financial Analysis, Equities, Fund Of Funds, Valuation, Portfolio Management, Fund Accounting, Options, Fixed Income, Series 7, Investments, Bloomberg, Derivatives, Asset Managment, Financial Markets, Alternative Investments, Financial Modeling, Fund Administration, Private Equity, Securities, Financial Services, Capital Markets, Bloomberg Terminal, Equity Research, Asset Management
Education
The University of Texas at Austin
Bachelor of Science (BS), Chemical Engineering
University of Southern California
Pre-Medicine/Pre-Medical Studies
Northern Trust 2007 - Present
Sangamon Trading, Inc 1999 - 2007
Chicago Board of Trade 1990 - 1999
Skills
Hedge Funds, Mutual Funds, Financial Analysis, Equities, Fund Of Funds, Valuation, Portfolio Management, Fund Accounting, Options, Fixed Income, Series 7, Investments, Bloomberg, Derivatives, Asset Managment, Financial Markets, Alternative Investments, Financial Modeling, Fund Administration, Private Equity, Securities, Financial Services, Capital Markets, Bloomberg Terminal, Equity Research, Asset Management
Education
The University of Texas at Austin
Bachelor of Science (BS), Chemical Engineering
University of Southern California
Pre-Medicine/Pre-Medical Studies
Andrew Hoke's Northern Trust Experience June 2000 - Present
Job Senior Systems Analyst at Northern Trust
Industry Financial Services
Experience
Northern Trust June 2000 - Present
Education
University of Chicago
Master of Arts (M.A.), Economics
The University of Georgia
Bachelor of Business Administration (B.B.A.), Economics
Northern Trust June 2000 - Present
Education
University of Chicago
Master of Arts (M.A.), Economics
The University of Georgia
Bachelor of Business Administration (B.B.A.), Economics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.