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
Jack McClure Jack McClure's Northern Trust Experience June 2002 - Present
Job Portfolio Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation May 2011 - Present
Northern Trust June 2002 - Present
Weyerhaeuser December 1995 - May 2000
Skills
CFA, CFP
Education
University of Florida - Warrington College of Business Administration 2000 — 2002
MBA
Tulane University 1991 — 1995
BA, History
Northern Trust Corporation May 2011 - Present
Northern Trust June 2002 - Present
Weyerhaeuser December 1995 - May 2000
Skills
CFA, CFP
Education
University of Florida - Warrington College of Business Administration 2000 — 2002
MBA
Tulane University 1991 — 1995
BA, History
Kimberly Overstreet Ouellette Kimberly Overstreet Ouellette's Northern Trust Experience February 2013 - October 2014
Job Vice President, Estate Settlement at PNC
Industry Banking
Experience
PNC October 2014 - Present
Northern Trust February 2013 - October 2014
Marcum LLP January 2011 - February 2013
Spencer Fane Britt & Browne September 2008 - May 2010
Skills
Estate Tax Planning, Tax, Tax Research, Trusts, Estate Planning, Tax Law, CPA, Tax Accounting, Tax Returns, Tax Preparation, High Net Worth..., Financial Planners, Income Tax, Litigation, Corporate Tax
Education
University of Missouri-Kansas City School of Law 2007 — 2008
LL.M., Taxation
University of Arkansas at Little Rock, William H. Bowen School of Law 2004 — 2007
J.D., Law
University of Central Arkansas 2000 — 2004
B.B.A., Accounting
PNC October 2014 - Present
Northern Trust February 2013 - October 2014
Marcum LLP January 2011 - February 2013
Spencer Fane Britt & Browne September 2008 - May 2010
Skills
Estate Tax Planning, Tax, Tax Research, Trusts, Estate Planning, Tax Law, CPA, Tax Accounting, Tax Returns, Tax Preparation, High Net Worth..., Financial Planners, Income Tax, Litigation, Corporate Tax
Education
University of Missouri-Kansas City School of Law 2007 — 2008
LL.M., Taxation
University of Arkansas at Little Rock, William H. Bowen School of Law 2004 — 2007
J.D., Law
University of Central Arkansas 2000 — 2004
B.B.A., Accounting
Jamie Claypool, CFA Jamie Claypool, CFA's Northern Trust Experience August 2010 - May 2011
Job SMA Business Development Specialist at Capital Group
Industry Financial Services
Experience
Capital Group January 2014 - Present
Capital Group March 2013 - December 2013
The Northern Trust Company June 2011 - April 2013
Northern Trust August 2010 - May 2011
Northern Trust March 2010 - April 2011
Northern Trust June 2008 - March 2010
Northern Trust June 2007 - June 2008
Skills
Wealth Management, Portfolio Management, Investments, Asset Allocation, Investment Strategies, Equities, Fixed Income
Education
University of California, Los Angeles 2006 — 2008
Bachelor of Science, Mathematics/Economics
Capital Group January 2014 - Present
Capital Group March 2013 - December 2013
The Northern Trust Company June 2011 - April 2013
Northern Trust August 2010 - May 2011
Northern Trust March 2010 - April 2011
Northern Trust June 2008 - March 2010
Northern Trust June 2007 - June 2008
Skills
Wealth Management, Portfolio Management, Investments, Asset Allocation, Investment Strategies, Equities, Fixed Income
Education
University of California, Los Angeles 2006 — 2008
Bachelor of Science, Mathematics/Economics
Daphne Qi Daphne Qi's Northern Trust Experience August 2015 - Present
Job Vice President at Northern Trust
Industry Banking
Experience
Northern Trust August 2015 - Present
Northern Trust Corporation June 2013 - July 2015
Gap Inc. March 2011 - October 2012
Skills
Stress Testing, Credit Risk, Statistical Modeling, SAS, Financial Risk, Quantitative Analytics, Predictive Modeling, Basel II, Financial Modeling, Predictive Analytics, Analytics, Data Mining
Education
University of California, Berkeley 2006 — 2011
Doctor of Philosophy (PhD), Industrial Engineering and Operations Research
University of California, Berkeley
Bachelor of Arts (B.A.), Applied Mathematics
Northern Trust August 2015 - Present
Northern Trust Corporation June 2013 - July 2015
Gap Inc. March 2011 - October 2012
Skills
Stress Testing, Credit Risk, Statistical Modeling, SAS, Financial Risk, Quantitative Analytics, Predictive Modeling, Basel II, Financial Modeling, Predictive Analytics, Analytics, Data Mining
Education
University of California, Berkeley 2006 — 2011
Doctor of Philosophy (PhD), Industrial Engineering and Operations Research
University of California, Berkeley
Bachelor of Arts (B.A.), Applied Mathematics
Keith Akre, CFA Keith Akre, CFA's Northern Trust Experience 2010 - November 2012
Job Portfolio Manager at Midland States Bank
Industry Financial Services
Experience
Midland States Bank November 2012 - Present
Rockford University February 2013 - Present
Northern Trust 2010 - November 2012
Northern Trust 2007 - 2010
Skills
Portfolio Management, Investments, Asset Allocation, Client Communication, Public Speaking, Wealth Management, Equities, Investment Management, University Teaching, Fixed Income, Management, Risk Management, Financial Markets, Finance, ETFs, Institutional..., Economics, Asset Management, Securities, Investment Strategies, Alternative Investments, Analysis, Mutual Funds, Strategic Financial..., Investment Advisory, Bloomberg, Financial Planning
Education
Western Illinois University 2004 — 2006
MBA, Finance
Western Illinois University 1999 — 2004
BBA, Finance, French, International Business
Université Laval 2002 — 2002
French Language
Midland States Bank November 2012 - Present
Rockford University February 2013 - Present
Northern Trust 2010 - November 2012
Northern Trust 2007 - 2010
Skills
Portfolio Management, Investments, Asset Allocation, Client Communication, Public Speaking, Wealth Management, Equities, Investment Management, University Teaching, Fixed Income, Management, Risk Management, Financial Markets, Finance, ETFs, Institutional..., Economics, Asset Management, Securities, Investment Strategies, Alternative Investments, Analysis, Mutual Funds, Strategic Financial..., Investment Advisory, Bloomberg, Financial Planning
Education
Western Illinois University 2004 — 2006
MBA, Finance
Western Illinois University 1999 — 2004
BBA, Finance, French, International Business
Université Laval 2002 — 2002
French Language
Elizabeth Pearce Elizabeth Pearce's Northern Trust Experience 2004 - August 2010
Job Chief Financial Officer at Green Jane, Inc.
Industry Management Consulting
Experience
Green Jane, Inc. June 2015 - Present
Matches That Matter December 2011 - September 2013
Northern Trust 2004 - August 2010
EGM Capital August 2001 - March 2002
HighMark/Merus September 1998 - June 2001
Toigo Foundation 1995 - 2000
Merus Capital June 1994 - September 1998
ActInvest, a Romanian Brokerage firm May 1998 - June 1998
Anderson Capital Management June 1988 - June 1994
Noroian & Assocates 1982 - 1984
Skills
Portfolio Management, Investments, Hedge Funds, Start-ups, Strategy, Equities, Asset Managment, Venture Capital, Leadership, Mergers, Finance, Entrepreneurship, Financial Modeling, Management, Corporate Development, Mergers & Acquisitions, Management Consulting, Private Equity, Marketing, Investment Banking, Due Diligence, Executive Management, Valuation, Small Business, Business Development, CRM, Securities, Fixed Income, Economics, Corporate Finance, Financial Reporting, Asset Management, Strategic Financial..., Team Leadership, Equity Research
Education
University of California, Berkeley - Walter A. Haas School of Business 1995 — 1998
MBA, Strategy, Marketing
University of California, Berkeley 1977 — 1983
A.B., Economic History
Chartered Financial Analyst
CFA, Chartered Financial Analyst
Green Jane, Inc. June 2015 - Present
Matches That Matter December 2011 - September 2013
Northern Trust 2004 - August 2010
EGM Capital August 2001 - March 2002
HighMark/Merus September 1998 - June 2001
Toigo Foundation 1995 - 2000
Merus Capital June 1994 - September 1998
ActInvest, a Romanian Brokerage firm May 1998 - June 1998
Anderson Capital Management June 1988 - June 1994
Noroian & Assocates 1982 - 1984
Skills
Portfolio Management, Investments, Hedge Funds, Start-ups, Strategy, Equities, Asset Managment, Venture Capital, Leadership, Mergers, Finance, Entrepreneurship, Financial Modeling, Management, Corporate Development, Mergers & Acquisitions, Management Consulting, Private Equity, Marketing, Investment Banking, Due Diligence, Executive Management, Valuation, Small Business, Business Development, CRM, Securities, Fixed Income, Economics, Corporate Finance, Financial Reporting, Asset Management, Strategic Financial..., Team Leadership, Equity Research
Education
University of California, Berkeley - Walter A. Haas School of Business 1995 — 1998
MBA, Strategy, Marketing
University of California, Berkeley 1977 — 1983
A.B., Economic History
Chartered Financial Analyst
CFA, Chartered Financial Analyst
William French William French's Northern Trust Experience October 2013 - September 2014
Job Account Manager at The Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation September 2014 - Present
Northern Trust October 2013 - September 2014
Edward Jones August 2012 - July 2013
Vining Sparks, IBG December 2011 - January 2012
Coons Franklin Lodge June 2007 - August 2011
Skills
Investments, Financial Analysis, Strategic Financial..., Management, Portfolio Management, Finance, Sales, Financial Reporting, Leadership, Series 7, Series, Financial Planning, Risk Management, Insurance, Bloomberg, Customer Service
Education
University of Alabama 2008 — 2012
BA, Finance - Real Estate
Cardinal Gibbons High School 2004 — 2008
Northern Trust Corporation September 2014 - Present
Northern Trust October 2013 - September 2014
Edward Jones August 2012 - July 2013
Vining Sparks, IBG December 2011 - January 2012
Coons Franklin Lodge June 2007 - August 2011
Skills
Investments, Financial Analysis, Strategic Financial..., Management, Portfolio Management, Finance, Sales, Financial Reporting, Leadership, Series 7, Series, Financial Planning, Risk Management, Insurance, Bloomberg, Customer Service
Education
University of Alabama 2008 — 2012
BA, Finance - Real Estate
Cardinal Gibbons High School 2004 — 2008
Matthew Miller, CFA Matthew Miller, CFA's Northern Trust Experience November 2009 - June 2013
Job Vice President, Senior Portfolio Manager at Northern Trust
Industry Investment Management
Experience
Northern Trust Corporation June 2013 - Present
Northern Trust November 2009 - June 2013
Northern Trust Corporation October 2007 - November 2009
Northern Trust Corporation July 2006 - October 2007
Northern Trust Corporation January 2005 - July 2006
Northern Trust Corporation December 2003 - January 2005
Hansen Financial Interests January 2003 - June 2003
Skills
Wealth Management, Portfolio Management, Asset Management, Mutual Funds, Investments, Alternative Investments, Asset Managment, Asset Allocation, Investment Strategies, Investment Management, Retirement Planning, Investment Advisory, Financial Analysis, Equities, Finance, Financial Advisory
Education
University of Arizona 1999 — 2003
Bachelor of Science (BS), Finance and Management Information Systems, Cum Laude
Brophy College Prep 1995 — 1999
Northern Trust Corporation June 2013 - Present
Northern Trust November 2009 - June 2013
Northern Trust Corporation October 2007 - November 2009
Northern Trust Corporation July 2006 - October 2007
Northern Trust Corporation January 2005 - July 2006
Northern Trust Corporation December 2003 - January 2005
Hansen Financial Interests January 2003 - June 2003
Skills
Wealth Management, Portfolio Management, Asset Management, Mutual Funds, Investments, Alternative Investments, Asset Managment, Asset Allocation, Investment Strategies, Investment Management, Retirement Planning, Investment Advisory, Financial Analysis, Equities, Finance, Financial Advisory
Education
University of Arizona 1999 — 2003
Bachelor of Science (BS), Finance and Management Information Systems, Cum Laude
Brophy College Prep 1995 — 1999
Hannah Palmer Hannah Palmer's Northern Trust Experience May 2011 - August 2011
Job Corporate Auditor at 3M
Industry Financial Services
Experience
3M April 2015 - Present
Life Time - The Healthy Way of Life Company August 2014 - Present
3M December 2013 - March 2015
3M July 2013 - December 2013
University of Illinois at Urbana-Champaign August 2011 - December 2012
Grainger May 2012 - August 2012
European Center for Southeast Asian Studies January 2012 - April 2012
Northern Trust May 2011 - August 2011
Illinois Business Consulting January 2011 - May 2011
Target June 2007 - January 2011
Skills
Spanish, Microsoft Excel, Accounting, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Financial Analysis, Analysis, Data Analysis, Finance, Public Speaking
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor of Science (B.S.), Finance
Universitat Autònoma de Barcelona 2012 — 2012
Bachelor of Science (BS), Finance
LifePower Yoga
200 hour Yoga Teacher Training
3M April 2015 - Present
Life Time - The Healthy Way of Life Company August 2014 - Present
3M December 2013 - March 2015
3M July 2013 - December 2013
University of Illinois at Urbana-Champaign August 2011 - December 2012
Grainger May 2012 - August 2012
European Center for Southeast Asian Studies January 2012 - April 2012
Northern Trust May 2011 - August 2011
Illinois Business Consulting January 2011 - May 2011
Target June 2007 - January 2011
Skills
Spanish, Microsoft Excel, Accounting, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Financial Analysis, Analysis, Data Analysis, Finance, Public Speaking
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor of Science (B.S.), Finance
Universitat Autònoma de Barcelona 2012 — 2012
Bachelor of Science (BS), Finance
LifePower Yoga
200 hour Yoga Teacher Training
KARA LAMERATO KARA LAMERATO's Northern Trust Experience June 2006 - July 2013
Job Owner & Lead Designer, Kara's Vineyard Wedding
Industry Design
Experience
Kara's Vineyard Wedding January 2011 - Present
Northern Trust June 2006 - July 2013
San Diego National Bank February 2003 - February 2006
Skills
Communication Skills, Marketing Communications, Strategic Communications, Social Media Blogging, Social Media Marketing, Account Management, Team Management, Key Account..., Relationship Management, Long-term Customer..., Manage Client..., WordPress, English Literature, English grammar, Business English, Product Design, Product Marketing, Blogging, Supply Chain, Customer Support, Telephone Skills, Adobe Acrobat, iPhone, Business Development, Sales Process, Sales Presentations, Sales Presentation..., Professional Mentoring, Content Writing, Content Marketing, Copywriting, Weddings, Wedding Planning, Wedding Management, bridal consulting, wedding consulting, floral design, event planning
Education
UC Berkeley 1999 — 2003
Bachelor of Arts (BA), Mass Communication/Media Studies
UC Berkeley 1999 — 2003
Bachelor of Arts (BA), English Language and Literature, General
Kara's Vineyard Wedding January 2011 - Present
Northern Trust June 2006 - July 2013
San Diego National Bank February 2003 - February 2006
Skills
Communication Skills, Marketing Communications, Strategic Communications, Social Media Blogging, Social Media Marketing, Account Management, Team Management, Key Account..., Relationship Management, Long-term Customer..., Manage Client..., WordPress, English Literature, English grammar, Business English, Product Design, Product Marketing, Blogging, Supply Chain, Customer Support, Telephone Skills, Adobe Acrobat, iPhone, Business Development, Sales Process, Sales Presentations, Sales Presentation..., Professional Mentoring, Content Writing, Content Marketing, Copywriting, Weddings, Wedding Planning, Wedding Management, bridal consulting, wedding consulting, floral design, event planning
Education
UC Berkeley 1999 — 2003
Bachelor of Arts (BA), Mass Communication/Media Studies
UC Berkeley 1999 — 2003
Bachelor of Arts (BA), English Language and Literature, General
Jenny Hoefel Jenny Hoefel's Northern Trust Experience December 2010 - March 2014
Job Event Specialist at Zillow
Industry Events Services
Experience
Zillow March 2014 - Present
Northern Trust December 2010 - March 2014
Seattle Aquarium October 2008 - December 2010
The Castle Group, Inc February 2005 - October 2008
The Castle Group TravMedia North America January 2005 - November 2006
Pacific Northwest Ballet June 2003 - September 2003
Skills
Event Planning, Public Relations, Event Management, Fundraising, Marketing, Food & Beverage, Marketing Communications, Social Media Marketing, Media Relations, Corporate Events, Sponsorship, Corporate Communications, Press Releases, Marketing Strategy, Email Marketing, Social Networking, Advertising, Time Management, Trade Shows, Entertainment, Facebook
Education
University of Alaska Anchorage 2001 — 2004
Journalism & Public Communications
Snohomish High School 1996 — 1998
Zillow March 2014 - Present
Northern Trust December 2010 - March 2014
Seattle Aquarium October 2008 - December 2010
The Castle Group, Inc February 2005 - October 2008
The Castle Group TravMedia North America January 2005 - November 2006
Pacific Northwest Ballet June 2003 - September 2003
Skills
Event Planning, Public Relations, Event Management, Fundraising, Marketing, Food & Beverage, Marketing Communications, Social Media Marketing, Media Relations, Corporate Events, Sponsorship, Corporate Communications, Press Releases, Marketing Strategy, Email Marketing, Social Networking, Advertising, Time Management, Trade Shows, Entertainment, Facebook
Education
University of Alaska Anchorage 2001 — 2004
Journalism & Public Communications
Snohomish High School 1996 — 1998
Morgan Freeman Morgan Freeman's Northern Trust Experience 2005 - 2008
Job Owner Edith Ernestine Online, Freelance Graphic Designer, Fashion Stylist and Writer
Industry Apparel & Fashion
Experience
Edith Ernestine Fashion & Lifestyle November 2011 - May 2014
Hillcrest Business Association 2013 - April 2014
Freelance Designer December 2008 - January 2014
Market Creek Events and Venues March 2011 - November 2012
Let's Play! June 2010 - January 2011
Northern Trust 2005 - 2008
Skills
Event Planning, Microsoft Office, Customer Service, Photoshop, Illustrator, InDesign, Styling, Report Writing, Event Management, Microsoft Excel, PowerPoint, Marketing, Microsoft Word, Public Speaking, Outlook, Social Media, Fundraising, Fashion, Research, Nonprofits, Sales, Time Management, Brand Development, Entrepreneurship, Leadership, Retail, Graphic Design, Merchandising, Social Networking, Social Media Marketing, Trade Shows, Community Outreach, Facebook, Blogging, Advertising, Strategy, Lead Generation, Online Marketing, Public Relations, CRM, Email Marketing, Business Planning, Budgets, Fashion Shows, Marketing Communications, Marketing Strategy
Education
The Art Institute of California - San Diego 2008 — 2011
March 2011, B.S. Fashion Marketing & Management
University of California, San Diego 2004 — 2004
Certificate, Paralegal
Edith Ernestine Fashion & Lifestyle November 2011 - May 2014
Hillcrest Business Association 2013 - April 2014
Freelance Designer December 2008 - January 2014
Market Creek Events and Venues March 2011 - November 2012
Let's Play! June 2010 - January 2011
Northern Trust 2005 - 2008
Skills
Event Planning, Microsoft Office, Customer Service, Photoshop, Illustrator, InDesign, Styling, Report Writing, Event Management, Microsoft Excel, PowerPoint, Marketing, Microsoft Word, Public Speaking, Outlook, Social Media, Fundraising, Fashion, Research, Nonprofits, Sales, Time Management, Brand Development, Entrepreneurship, Leadership, Retail, Graphic Design, Merchandising, Social Networking, Social Media Marketing, Trade Shows, Community Outreach, Facebook, Blogging, Advertising, Strategy, Lead Generation, Online Marketing, Public Relations, CRM, Email Marketing, Business Planning, Budgets, Fashion Shows, Marketing Communications, Marketing Strategy
Education
The Art Institute of California - San Diego 2008 — 2011
March 2011, B.S. Fashion Marketing & Management
University of California, San Diego 2004 — 2004
Certificate, Paralegal
Anish Pathadan Anish Pathadan's Northern Trust Experience April 2013 - Present
Job SOA Architect/Consultant
Industry Information Technology and Services
Experience
Northern Trust April 2013 - Present
TRN Systems, Inc 2013 - 2014
TRN Systems, Inc 2013 - 2014
TRN Systems, Inc 2013 - 2014
IBM - Century Link August 2008 - March 2013
IBM - Software Labs March 2007 - July 2008
IBS Software Services July 2004 - February 2007
Skills
SOA, Oracle Service Bus, Oracle SOA Suite, Oracle Fusion Middleware, Oracle BPEL, JMS, Web Services, Java, Weblogic, XSLT, XML, XPath, WebSphere MQ, Spring, J2EE 1.4, J2EE Web Services, ALSB, WLI, Websphere, ActiveMQ, XQuery, XML Schema, JPA, Business Activity...
Education
Calicut University 2000 — 2004
Bachelor of Technology (BTech), Computer Science
Elenthikara High School 1993 — 1998
Northern Trust April 2013 - Present
TRN Systems, Inc 2013 - 2014
TRN Systems, Inc 2013 - 2014
TRN Systems, Inc 2013 - 2014
IBM - Century Link August 2008 - March 2013
IBM - Software Labs March 2007 - July 2008
IBS Software Services July 2004 - February 2007
Skills
SOA, Oracle Service Bus, Oracle SOA Suite, Oracle Fusion Middleware, Oracle BPEL, JMS, Web Services, Java, Weblogic, XSLT, XML, XPath, WebSphere MQ, Spring, J2EE 1.4, J2EE Web Services, ALSB, WLI, Websphere, ActiveMQ, XQuery, XML Schema, JPA, Business Activity...
Education
Calicut University 2000 — 2004
Bachelor of Technology (BTech), Computer Science
Elenthikara High School 1993 — 1998
Chris Osmond, CFP® Chris Osmond, CFP®'s Northern Trust Experience 2006 - 2011
Job Director of Investments at BMO Harris Private Bank
Industry Financial Services
Experience
BMO Harris Private Banking January 2015 - Present
US Bank 2012 - 2014
Northern Trust 2006 - 2011
OppenheimerFunds August 2004 - January 2006
Skills
Portfolio Management, Asset Allocation, Wealth Management, Series 7, Investment Strategies, Asset Management, Investment Advisory, Strategic Financial..., Mutual Funds, Alternative Investments, Equities, Retirement Planning, Certified Financial..., Banking, Investments, Finance, Financial Planning
Education
University of Arizona 2000 — 2004
Bachelor of Science (BS), Finance, General
University of Arizona
Bachelor of Applied Science (B.A.Sc.), Finance, General
BMO Harris Private Banking January 2015 - Present
US Bank 2012 - 2014
Northern Trust 2006 - 2011
OppenheimerFunds August 2004 - January 2006
Skills
Portfolio Management, Asset Allocation, Wealth Management, Series 7, Investment Strategies, Asset Management, Investment Advisory, Strategic Financial..., Mutual Funds, Alternative Investments, Equities, Retirement Planning, Certified Financial..., Banking, Investments, Finance, Financial Planning
Education
University of Arizona 2000 — 2004
Bachelor of Science (BS), Finance, General
University of Arizona
Bachelor of Applied Science (B.A.Sc.), Finance, General
William Meek William Meek's Northern Trust Experience August 2007 - October 2011
Job Sr. Manager Supplier Payment Solutions/Change Management at Orbitz Worldwide
Industry Leisure, Travel & Tourism
Experience
Orbitz Worldwide June 2012 - March 2015
Northern Trust August 2007 - October 2011
CNA Insurance January 2004 - August 2007
AON Private Risk Management November 2001 - April 2004
Aon September 2001 - November 2001
Skills
Operations Management, Credit Card Analytics, Salesforce.com..., Online Travel, OTA, Credit Card Transaction..., Orbitz, Salesforce.com, Credit Card Fraud, Merchant Card Processing, American Express, Risk Management, Account Reconciliation, Accounting, Salesforce.com..., Management, Accounts Receivable, Microsoft Excel, Financial Risk, PeopleSoft, Securities, Microsoft Office, Insurance, Financial Analysis, PowerPoint, Outsourcing, Microsoft Word, Access, Banking, Compliance Regulations, Key Performance..., Vendor Management, Derivatives, Sarbanes-Oxley, Change Management, People Development, Operational Control, Root Cause Analysis, KPI, Employee Management, Efficiency Management, Process Migration, Compliance Management, Reconciliation, Compliance, Problem Solving, Excel, Word, Compliance Review, Sarbanes-Oxley Act
Education
Trinity University 1996 — 2000
BA- Business Admin, Business
Tivy High School 1992 — 1996
High School diploma
Orbitz Worldwide June 2012 - March 2015
Northern Trust August 2007 - October 2011
CNA Insurance January 2004 - August 2007
AON Private Risk Management November 2001 - April 2004
Aon September 2001 - November 2001
Skills
Operations Management, Credit Card Analytics, Salesforce.com..., Online Travel, OTA, Credit Card Transaction..., Orbitz, Salesforce.com, Credit Card Fraud, Merchant Card Processing, American Express, Risk Management, Account Reconciliation, Accounting, Salesforce.com..., Management, Accounts Receivable, Microsoft Excel, Financial Risk, PeopleSoft, Securities, Microsoft Office, Insurance, Financial Analysis, PowerPoint, Outsourcing, Microsoft Word, Access, Banking, Compliance Regulations, Key Performance..., Vendor Management, Derivatives, Sarbanes-Oxley, Change Management, People Development, Operational Control, Root Cause Analysis, KPI, Employee Management, Efficiency Management, Process Migration, Compliance Management, Reconciliation, Compliance, Problem Solving, Excel, Word, Compliance Review, Sarbanes-Oxley Act
Education
Trinity University 1996 — 2000
BA- Business Admin, Business
Tivy High School 1992 — 1996
High School diploma
Alison Hansen's Northern Trust Experience 1998 - 1999
Job Event & Sales Director at Santa Barbara Polo & Racquet Club
Industry Financial Services
Experience
Santa Barbara Polo & Racquet Club November 2012 - Present
Events Unlimited August 2000 - Present
Cottage Health System 2008 - Present
EventRents Inc. June 2012 - November 2012
PlanMember Financial Corporation August 2005 - May 2012
Ogilvy Hill Insurance 1999 - 2005
Northern Trust 1998 - 1999
Santa Barbara School Districts 1997 - 1998
Skills
Sales, Relationship Management, Marketing Communications, Prospecting Skills, Venue Management, Large Scale Entertaining, Social Media Marketing, Direct Recruiting, Venue Development, Wedding Planning, Word, Excel, Filemaker Pro, Salesforce.com, Large Scale Events, ACT!, Hiking, Event Hosting, Outlook, Adobe Creative Suite, Public Speaking, Advertising, PowerPoint, Mentoring, Event Planning, Electrical Distribution..., Lighting Design, al fresco dining, Recruitment Advertising, CAD, GoToMeeting, Skype, Managing Key Accounts, Site Layout, Employee Training
Education
University of California, Santa Barbara 1994 — 1998
Bachelors, English with an emphasis on Creative Writing
Half Moon Bay High School 1990 — 1994
Diploma
Santa Barbara Polo & Racquet Club November 2012 - Present
Events Unlimited August 2000 - Present
Cottage Health System 2008 - Present
EventRents Inc. June 2012 - November 2012
PlanMember Financial Corporation August 2005 - May 2012
Ogilvy Hill Insurance 1999 - 2005
Northern Trust 1998 - 1999
Santa Barbara School Districts 1997 - 1998
Skills
Sales, Relationship Management, Marketing Communications, Prospecting Skills, Venue Management, Large Scale Entertaining, Social Media Marketing, Direct Recruiting, Venue Development, Wedding Planning, Word, Excel, Filemaker Pro, Salesforce.com, Large Scale Events, ACT!, Hiking, Event Hosting, Outlook, Adobe Creative Suite, Public Speaking, Advertising, PowerPoint, Mentoring, Event Planning, Electrical Distribution..., Lighting Design, al fresco dining, Recruitment Advertising, CAD, GoToMeeting, Skype, Managing Key Accounts, Site Layout, Employee Training
Education
University of California, Santa Barbara 1994 — 1998
Bachelors, English with an emphasis on Creative Writing
Half Moon Bay High School 1990 — 1994
Diploma
Roopa Upadhya Roopa Upadhya's Northern Trust Experience October 2007 - September 2010
Job Management Consulting Capital Markets at Accenture
Industry Financial Services
Experience
Accenture June 2012 - Present
Bradford School of Pharmacy June 2011 - August 2011
Northern Trust October 2007 - September 2010
Skills
Change Management, Corporate Finance, Derivatives, Capital Markets, Risk Management, Managerial Finance, Business Analysis, Analysis, Strategy, Financial Services, Management Consulting, Consulting, Account Reconciliation, Coaching, Training, Leadership, Microsoft Excel, Team Management, Data Analysis, Management, Project Management, Business Development, Financial Analysis, Program Management, Teamwork, CCAR
Education
Project Management Institute 2015 — 2015
PMP
University of Bradford 2010 — 2011
MBA, Finance and Consulting
Accenture June 2012 - Present
Bradford School of Pharmacy June 2011 - August 2011
Northern Trust October 2007 - September 2010
Skills
Change Management, Corporate Finance, Derivatives, Capital Markets, Risk Management, Managerial Finance, Business Analysis, Analysis, Strategy, Financial Services, Management Consulting, Consulting, Account Reconciliation, Coaching, Training, Leadership, Microsoft Excel, Team Management, Data Analysis, Management, Project Management, Business Development, Financial Analysis, Program Management, Teamwork, CCAR
Education
Project Management Institute 2015 — 2015
PMP
University of Bradford 2010 — 2011
MBA, Finance and Consulting
Henray Cohen, CFA, CPA's Northern Trust Experience November 2011 - Present
Job Portfolio Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust November 2011 - Present
Deloitte & Touche October 2009 - November 2011
University of California Santa Barbara September 2008 - June 2009
Skills
Portfolio Management, Investments, Financial Analysis, Valuation, Financial Modeling, Wealth Management, Equities, Fixed Income, Real Estate, Private Equity, Hedge Funds, Due Diligence, Auditing, Finance, Economics, Financial Reporting, Microsoft Excel, Bloomberg, Mutual Funds
Education
University of California, Santa Barbara 2005 — 2009
B.A., Business Economics, Accounting
Lund University, Sweden 2007 — 2007
Northern Trust November 2011 - Present
Deloitte & Touche October 2009 - November 2011
University of California Santa Barbara September 2008 - June 2009
Skills
Portfolio Management, Investments, Financial Analysis, Valuation, Financial Modeling, Wealth Management, Equities, Fixed Income, Real Estate, Private Equity, Hedge Funds, Due Diligence, Auditing, Finance, Economics, Financial Reporting, Microsoft Excel, Bloomberg, Mutual Funds
Education
University of California, Santa Barbara 2005 — 2009
B.A., Business Economics, Accounting
Lund University, Sweden 2007 — 2007
Christopher J. DeMonte, CFA Christopher J. DeMonte, CFA's Northern Trust Experience October 2004 - April 2006
Job Senior Vice President, Wealth Advisor at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman Wealth Management September 2013 - Present
JP Morgan Private Bank December 2009 - September 2013
Citi Private Bank November 2007 - December 2009
Optimum Investment Advisors, LLC April 2006 - October 2007
Northern Trust October 2004 - April 2006
U.S. Trust Company January 2000 - October 2004
Skills
Asset Allocation, Wealth Management, High Net Worth..., Portfolio Management, Alternative Investments, Investments, Management, Financial Advisory, Private Banking, Fixed Income, Investment Strategies, Wealth, Wealth Management..., Series 7
Education
University of Wisconsin, Madison 1989 — 1993
Bachelor of Arts, Political Science, International Relations
Universidad de Sevilla 1992 — 1992
Neuberger Berman Wealth Management September 2013 - Present
JP Morgan Private Bank December 2009 - September 2013
Citi Private Bank November 2007 - December 2009
Optimum Investment Advisors, LLC April 2006 - October 2007
Northern Trust October 2004 - April 2006
U.S. Trust Company January 2000 - October 2004
Skills
Asset Allocation, Wealth Management, High Net Worth..., Portfolio Management, Alternative Investments, Investments, Management, Financial Advisory, Private Banking, Fixed Income, Investment Strategies, Wealth, Wealth Management..., Series 7
Education
University of Wisconsin, Madison 1989 — 1993
Bachelor of Arts, Political Science, International Relations
Universidad de Sevilla 1992 — 1992
Ana Sani Ana Sani's Northern Trust Experience August 2002 - January 2006
Job Vice President / Mortgage Loan Specialist at Bank of America
Industry Financial Services
Experience
Bank of America June 2013 - Present
U.S. Trust March 2006 - February 2009
Northern Trust August 2002 - January 2006
Bank of America April 2000 - August 2002
Skills
Wealth Management
Education
University of California, Santa Cruz 2001 — 2003
CFP certification, CFP
UCSB 1993 — 1996
Bachelors of Science, Biology
Bank of America June 2013 - Present
U.S. Trust March 2006 - February 2009
Northern Trust August 2002 - January 2006
Bank of America April 2000 - August 2002
Skills
Wealth Management
Education
University of California, Santa Cruz 2001 — 2003
CFP certification, CFP
UCSB 1993 — 1996
Bachelors of Science, Biology
Alex Stutz's Northern Trust Experience May 2010 - April 2011
Job Director at American Express
Industry Financial Services
Experience
American Express Global Business Travel August 2015 - Present
American Express Global Business Travel March 2014 - August 2015
American Express June 2013 - March 2014
Honeywell Aerospace January 2013 - June 2013
Honeywell Aerospace July 2012 - January 2013
Honeywell Aerospace June 2011 - June 2012
Northern Trust May 2010 - April 2011
Skills
Essbase, Microsoft Excel, Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., Department Budgeting, Green Belt, Six Sigma, Cost Accounting..., GAAP, Business Objects, SAP, Microsoft Access
Education
University of Arizona, Eller College of Management 2007 — 2011
Bachelor of Science, Finance
American Express Global Business Travel August 2015 - Present
American Express Global Business Travel March 2014 - August 2015
American Express June 2013 - March 2014
Honeywell Aerospace January 2013 - June 2013
Honeywell Aerospace July 2012 - January 2013
Honeywell Aerospace June 2011 - June 2012
Northern Trust May 2010 - April 2011
Skills
Essbase, Microsoft Excel, Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., Department Budgeting, Green Belt, Six Sigma, Cost Accounting..., GAAP, Business Objects, SAP, Microsoft Access
Education
University of Arizona, Eller College of Management 2007 — 2011
Bachelor of Science, Finance
Michael Troughton Michael Troughton's Northern Trust Experience March 2008 - September 2010
Job Realtor at Tierra Antigua Realty (520)4444817
Industry Real Estate
Experience
Tierra Antigua Realty December 2010 - Present
Northern Trust March 2008 - September 2010
Golden Eagle Distributors September 2004 - August 2007
Skills
REO, Real Estate, Short Sales, Selling, Nonprofits, Investments, Marketing, Sales, Marketing Strategy, Customer Service, Negotiation, Financial Analysis, Training, Account Management, Social Media Marketing, Sales Management, Strategic Planning, New Business Development, Social Media, Public Speaking
Education
University of Arizona 2001 — 2005
BA, Public Administration and Policy, Law
University of Arizona, Eller College of Management 2001 — 2005
B.S., Public Managment, Law
Tierra Antigua Realty December 2010 - Present
Northern Trust March 2008 - September 2010
Golden Eagle Distributors September 2004 - August 2007
Skills
REO, Real Estate, Short Sales, Selling, Nonprofits, Investments, Marketing, Sales, Marketing Strategy, Customer Service, Negotiation, Financial Analysis, Training, Account Management, Social Media Marketing, Sales Management, Strategic Planning, New Business Development, Social Media, Public Speaking
Education
University of Arizona 2001 — 2005
BA, Public Administration and Policy, Law
University of Arizona, Eller College of Management 2001 — 2005
B.S., Public Managment, Law
Vivian Tran Vivian Tran's Northern Trust Experience June 2011 - May 2014
Job Credit Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2014 - Present
Northern Trust June 2011 - May 2014
Northern Trust August 2010 - June 2011
Acton School of Business April 2007 - June 2010
Strategic Oxygen May 2009 - December 2009
Merrill Lynch May 2009 - August 2009
Sandefer Capital Partners April 2007 - May 2009
Skills
CRM, Portfolio Management, Event Planning, Business Analysis, Strategy, Recruiting, Marketing Research, Leadership
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
BA, Finance and Marketing
Wells Fargo May 2014 - Present
Northern Trust June 2011 - May 2014
Northern Trust August 2010 - June 2011
Acton School of Business April 2007 - June 2010
Strategic Oxygen May 2009 - December 2009
Merrill Lynch May 2009 - August 2009
Sandefer Capital Partners April 2007 - May 2009
Skills
CRM, Portfolio Management, Event Planning, Business Analysis, Strategy, Recruiting, Marketing Research, Leadership
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
BA, Finance and Marketing
Steve Borden Steve Borden's Northern Trust Experience June 1998 - June 2007
Job Wealth Management Professional/COO
Industry Investment Management
Experience
Raskob Kambourian Financial Advisors March 2011 - Present
Portico Wealth Advisors LLC 2010 - Present
Northern Trust June 1998 - June 2007
Bank of Marin June 1989 - June 1998
Education
UC Berkeley 1969 — 1973
BS, Business Administration
Raskob Kambourian Financial Advisors March 2011 - Present
Portico Wealth Advisors LLC 2010 - Present
Northern Trust June 1998 - June 2007
Bank of Marin June 1989 - June 1998
Education
UC Berkeley 1969 — 1973
BS, Business Administration
Greg Duenow Greg Duenow's Northern Trust Experience November 2006 - August 2008
Job Systems Engineer at Modis / Ford Motor Company
Industry Information Technology and Services
Experience
Modis August 2015 - Present
All Covered December 2010 - August 2015
AZBS September 2008 - August 2010
Northern Trust November 2006 - August 2008
Solec Systems December 2003 - November 2006
GE Zurich 2001 - 2003
XTRA Lease LLC 1996 - 2001
Skills
Windows Server 2003, Citrix, Windows Server 2008, Exchange, Cisco, Sonicwall, Barracuda, Postini, Email Hosting, MDaemon, HP-UX, Mac OS X, Kaseya, DNS, Microsoft Exchange, VMware ESX, Windows Server, VMware, Servers, Blackberry Enterprise..., Help Desk Support, Cisco Technologies, System Administration, Windows 7, Barracuda Spam Firewall, XP, Troubleshooting, DHCP, Cisco Routers, Backup Exec, Network Administration, Software Installation, Technical Support, Hardware, Routers, Switches, WAN, Networking, Unix, Laptops, Windows, Disaster Recovery, SonicWALL, Windows XP
Education
Ranken Technical College 1994 — 1996
PC, Server and Network administration
Truman State University 1987 — 1991
B.A., Speech Communication
Modis August 2015 - Present
All Covered December 2010 - August 2015
AZBS September 2008 - August 2010
Northern Trust November 2006 - August 2008
Solec Systems December 2003 - November 2006
GE Zurich 2001 - 2003
XTRA Lease LLC 1996 - 2001
Skills
Windows Server 2003, Citrix, Windows Server 2008, Exchange, Cisco, Sonicwall, Barracuda, Postini, Email Hosting, MDaemon, HP-UX, Mac OS X, Kaseya, DNS, Microsoft Exchange, VMware ESX, Windows Server, VMware, Servers, Blackberry Enterprise..., Help Desk Support, Cisco Technologies, System Administration, Windows 7, Barracuda Spam Firewall, XP, Troubleshooting, DHCP, Cisco Routers, Backup Exec, Network Administration, Software Installation, Technical Support, Hardware, Routers, Switches, WAN, Networking, Unix, Laptops, Windows, Disaster Recovery, SonicWALL, Windows XP
Education
Ranken Technical College 1994 — 1996
PC, Server and Network administration
Truman State University 1987 — 1991
B.A., Speech Communication
Jay Cristello Jay Cristello's Northern Trust Experience June 2006 - September 2011
Job Director of Business Development at Betterment Institutional
Industry Investment Management
Experience
Betterment Institutional May 2015 - Present
Placemark Investments May 2012 - February 2014
Northern Trust June 2006 - September 2011
ING Investment Management September 2001 - June 2007
Alliance Capital Management 1998 - September 2001
Skills
Separately Managed..., Alternative Investments, Mutual Funds, ETFs, Investments, Asset Allocation, Relationship Management, Investment Strategies, Investment Advisory, Fixed Income, Equities
Education
State University of New York at Albany 1991 — 1995
Bachelor of Science (BS), Economics
Betterment Institutional May 2015 - Present
Placemark Investments May 2012 - February 2014
Northern Trust June 2006 - September 2011
ING Investment Management September 2001 - June 2007
Alliance Capital Management 1998 - September 2001
Skills
Separately Managed..., Alternative Investments, Mutual Funds, ETFs, Investments, Asset Allocation, Relationship Management, Investment Strategies, Investment Advisory, Fixed Income, Equities
Education
State University of New York at Albany 1991 — 1995
Bachelor of Science (BS), Economics
Polly Magoun Polly Magoun's Northern Trust Experience May 2005 - May 2007
Job VP, Trust Specialist Professional Alliance Group at Comerica Bank & Trust
Industry Financial Services
Experience
Comerica Bank & Trust July 2009 - Present
Johnson Bank August 2007 - December 2008
Northern Trust May 2005 - May 2007
Education
Thunderbird School of Global Management 1997 — 1999
MBA, International Management
University of Wisconsin-Madison 1988 — 1992
BA, Political Science/French
Phillips Exeter Academy 1985 — 1988
Comerica Bank & Trust July 2009 - Present
Johnson Bank August 2007 - December 2008
Northern Trust May 2005 - May 2007
Education
Thunderbird School of Global Management 1997 — 1999
MBA, International Management
University of Wisconsin-Madison 1988 — 1992
BA, Political Science/French
Phillips Exeter Academy 1985 — 1988
Nancy Angle Nancy Angle's Northern Trust Experience October 2006 - May 2009
Job Marketing, Sales, and Event Coordinator
Industry Events Services
Experience
Manchester Financial October 2010 - Present
Bob Eubanks Enterprises, Inc. March 2012 - Present
Northern Trust October 2006 - May 2009
Skills
Microsoft Excel, Microsoft Office, Marketing, PowerPoint, Social Media, Event Planning, Strategic Planning, Business Development, Social Media Marketing, Sales, Public Relations, Leadership, Marketing Communications, Marketing Strategy, Account Management, Advertising, New Business Development, Microsoft Word, Team Building, Business Strategy, Training, Event Management, Customer Service
Education
University of Arizona 1979 — 1983
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Manchester Financial October 2010 - Present
Bob Eubanks Enterprises, Inc. March 2012 - Present
Northern Trust October 2006 - May 2009
Skills
Microsoft Excel, Microsoft Office, Marketing, PowerPoint, Social Media, Event Planning, Strategic Planning, Business Development, Social Media Marketing, Sales, Public Relations, Leadership, Marketing Communications, Marketing Strategy, Account Management, Advertising, New Business Development, Microsoft Word, Team Building, Business Strategy, Training, Event Management, Customer Service
Education
University of Arizona 1979 — 1983
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Lisa Brayer Lisa Brayer's Northern Trust Experience July 2010 - Present
Job Senior Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust July 2010 - Present
GenSpring Family Offices May 2004 - July 2008
Bessemer Trust February 2002 - May 2004
Northern Trust November 1992 - February 2002
J.P. Morgan February 1984 - October 1990
Education
Thunderbird School of Global Management
MBA, International Finance
UC Berkeley
Bachelor of Arts (BA), Political Economy
Northern Trust July 2010 - Present
GenSpring Family Offices May 2004 - July 2008
Bessemer Trust February 2002 - May 2004
Northern Trust November 1992 - February 2002
J.P. Morgan February 1984 - October 1990
Education
Thunderbird School of Global Management
MBA, International Finance
UC Berkeley
Bachelor of Arts (BA), Political Economy
Brooke Fawcett, MBA Brooke Fawcett, MBA's Northern Trust Experience 2006 - 2008
Job Marketing I Communications
Industry Marketing and Advertising
Experience
Nuanced Media - Digital Marketing Agency September 2013 - November 2014
Imagine Greater Tucson March 2011 - August 2013
Marketing Consultant, Self Employed 2008 - 2012
Rain Bird 2004 - 2011
Northern Trust 2006 - 2008
Muscular Dystrophy Association 2003 - 2004
Stein Mart 2001 - 2003
Skills
Marketing Communications, Social Media Marketing, Marketing Strategy, Team Building, Leadership, Brand Management, Sales, Marketing Management, Marketing, Cpr Certified, Pricing Strategy, Product Marketing, Competitive Analysis, Social Media, Product Launch, Business Development, Nonprofits, Strategy, Strategic Partnerships, Strategic Planning, Product Management, Public Relations, SEO, Cross-functional Team..., Market Planning, Management, Event Management, Fundraising, Press Releases, Training, Editing, Program Management, Project Management
Education
Thunderbird School of Global Management 2013 — 2015
Master of Business Administration (MBA), International/Global Studies
University of Phoenix 2002 — 2003
Bachelor of Science (BS), Marketing
University of Alaska Anchorage
Nuanced Media - Digital Marketing Agency September 2013 - November 2014
Imagine Greater Tucson March 2011 - August 2013
Marketing Consultant, Self Employed 2008 - 2012
Rain Bird 2004 - 2011
Northern Trust 2006 - 2008
Muscular Dystrophy Association 2003 - 2004
Stein Mart 2001 - 2003
Skills
Marketing Communications, Social Media Marketing, Marketing Strategy, Team Building, Leadership, Brand Management, Sales, Marketing Management, Marketing, Cpr Certified, Pricing Strategy, Product Marketing, Competitive Analysis, Social Media, Product Launch, Business Development, Nonprofits, Strategy, Strategic Partnerships, Strategic Planning, Product Management, Public Relations, SEO, Cross-functional Team..., Market Planning, Management, Event Management, Fundraising, Press Releases, Training, Editing, Program Management, Project Management
Education
Thunderbird School of Global Management 2013 — 2015
Master of Business Administration (MBA), International/Global Studies
University of Phoenix 2002 — 2003
Bachelor of Science (BS), Marketing
University of Alaska Anchorage
linda cheresh linda cheresh's Northern Trust Experience July 2012 - Present
Job Senior Private Banker at Northern Trust
Industry Banking
Experience
Northern Trust July 2012 - Present
US Bank November 2010 - July 2012
US Bank November 2010 - July 2012
Wells Fargo 2002 - 2010
Montecito Bank & Trust 1990 - 1991
Skills
Estate Planning, Investments, Retirement Planning, Portfolio Management, Series 7, Strategic Financial..., Asset Managment, Asset Allocation, Series 63, Credit, Investment Advisory, Mutual Funds, Wealth, Financial Analysis, Investment Management, Wealth Management..., Financial Advisory, Alternative Investments, Asset Management, Equities, Investment Strategies, Credit Analysis
Education
University of California, Santa Barbara 1978 — 1981
Business Econonmics, Business
Northern Trust July 2012 - Present
US Bank November 2010 - July 2012
US Bank November 2010 - July 2012
Wells Fargo 2002 - 2010
Montecito Bank & Trust 1990 - 1991
Skills
Estate Planning, Investments, Retirement Planning, Portfolio Management, Series 7, Strategic Financial..., Asset Managment, Asset Allocation, Series 63, Credit, Investment Advisory, Mutual Funds, Wealth, Financial Analysis, Investment Management, Wealth Management..., Financial Advisory, Alternative Investments, Asset Management, Equities, Investment Strategies, Credit Analysis
Education
University of California, Santa Barbara 1978 — 1981
Business Econonmics, Business
Matt Lasko Matt Lasko's Northern Trust Experience July 1999 - October 2001
Job Senior Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS Financial Services Inc. August 2006 - Present
Morgan Keegan & Co October 2001 - August 2006
Northern Trust July 1999 - October 2001
Education
Tufts University 1995 — 1999
Economics
UBS Financial Services Inc. August 2006 - Present
Morgan Keegan & Co October 2001 - August 2006
Northern Trust July 1999 - October 2001
Education
Tufts University 1995 — 1999
Economics
Jeff Raming Jeff Raming's Northern Trust Experience 2011 - Present
Job Senior Accountant, Hedge Fund Accounting at Northern Trust
Industry Accounting
Experience
Northern Trust 2011 - Present
Eller Business Administration Board August 2010 - July 2011
Real Deal Sports September 2004 - August 2008
Viccino's Pizza March 2004 - August 2008
Education
University of Arizona, Eller College of Management 2007 — 2011
Bachelor of Science, Business Administration; Business Administration
Northern Trust 2011 - Present
Eller Business Administration Board August 2010 - July 2011
Real Deal Sports September 2004 - August 2008
Viccino's Pizza March 2004 - August 2008
Education
University of Arizona, Eller College of Management 2007 — 2011
Bachelor of Science, Business Administration; Business Administration
Julie Newton Julie Newton's Northern Trust Experience September 1998 - February 2005
Job Sr. Manager of Special Projects at The Lyman/Tremont Groups
Industry Chemicals
Experience
Continuity Partners September 2009 - October 2012
Wells Fargo September 2005 - September 2009
Northern Trust September 1998 - February 2005
Skills
Wealth Management, Private Banking, Investments, Estate Planning, High Net Worth..., Credit Analysis, Loans
Education
University of California, Santa Barbara 1992 — 1996
BA, Communications
Continuity Partners September 2009 - October 2012
Wells Fargo September 2005 - September 2009
Northern Trust September 1998 - February 2005
Skills
Wealth Management, Private Banking, Investments, Estate Planning, High Net Worth..., Credit Analysis, Loans
Education
University of California, Santa Barbara 1992 — 1996
BA, Communications
Thomas G. Gevas's Northern Trust Experience September 2006 - October 2008
Job Vice President & Sr Relationship Mgr Investment Mgr Liaison Group (IMLG) Worldwide Ops @ Northern Trust
Industry Banking
Experience
The Northern Trust Company January 2012 - Present
The Northern Trust Company October 2008 - February 2012
Northern Trust September 2006 - October 2008
The Bank of New York May 2005 - August 2006
The Bank of New York May 2001 - May 2005
The Bank of New York September 1999 - May 2001
Bankers Trust January 1997 - August 1999
Bankers Trust June 1994 - January 1997
Itel Containers International Corporation 1980 - 1991
Skills
Global Custody, Securities, Mutual Funds, Financial Services, Asset Managment, Investments, Risk Management, Investment Management, Banking, Relationship Management, Fixed Income, Equities, Alternative Investments, Derivatives, Pensions, CRM, Investment Banking, Asset Allocation, Financial Markets, Back Office, Corporate Actions, Asset Management
Education
Tufts University 1972 — 1976
BA
The Northern Trust Company January 2012 - Present
The Northern Trust Company October 2008 - February 2012
Northern Trust September 2006 - October 2008
The Bank of New York May 2005 - August 2006
The Bank of New York May 2001 - May 2005
The Bank of New York September 1999 - May 2001
Bankers Trust January 1997 - August 1999
Bankers Trust June 1994 - January 1997
Itel Containers International Corporation 1980 - 1991
Skills
Global Custody, Securities, Mutual Funds, Financial Services, Asset Managment, Investments, Risk Management, Investment Management, Banking, Relationship Management, Fixed Income, Equities, Alternative Investments, Derivatives, Pensions, CRM, Investment Banking, Asset Allocation, Financial Markets, Back Office, Corporate Actions, Asset Management
Education
Tufts University 1972 — 1976
BA
Susan Weeks, CRPS®'s Northern Trust Experience September 2012 - Present
Job Vice President, Investment Relationship Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust September 2012 - Present
Gibraltar Private Bank & Trust September 2010 - September 2012
ING March 2008 - July 2009
GE Asset Management August 2005 - March 2008
State Street Research 2003 - 2005
Merrill Lynch 2002 - 2003
State Street Research 2001 - 2002
Merrill Lynch 1996 - 2001
Gensym Corporation January 1993 - March 1996
Skills
National Accounts, Retirement Plan..., New Business Development, Contract Negotiation, Team Management, Relationship Management, Strategic Planning, Intermediary..., Intermediary, Investments, Leadership, Management, Sales, Wealth Management, Cross-functional Team..., Business Development, Sales Management, Portfolio Management, Financial Services, Mutual Funds, Retirement Planning
Education
State University of New York at Albany
Bachelor of Science (B.S.), Business Administration and Management, General
Northern Trust September 2012 - Present
Gibraltar Private Bank & Trust September 2010 - September 2012
ING March 2008 - July 2009
GE Asset Management August 2005 - March 2008
State Street Research 2003 - 2005
Merrill Lynch 2002 - 2003
State Street Research 2001 - 2002
Merrill Lynch 1996 - 2001
Gensym Corporation January 1993 - March 1996
Skills
National Accounts, Retirement Plan..., New Business Development, Contract Negotiation, Team Management, Relationship Management, Strategic Planning, Intermediary..., Intermediary, Investments, Leadership, Management, Sales, Wealth Management, Cross-functional Team..., Business Development, Sales Management, Portfolio Management, Financial Services, Mutual Funds, Retirement Planning
Education
State University of New York at Albany
Bachelor of Science (B.S.), Business Administration and Management, General
Fiona Cudiamat Fiona Cudiamat's Northern Trust Experience August 2006 - December 2008
Job Community Manager at goBalto, Inc.
Industry Information Services
Experience
goBalto, Inc. March 2009 - Present
Northern Trust August 2006 - December 2008
University of California, San Diego September 2004 - August 2006
Education
Mountbatten Institute 2006 — 2007
Certificate, International Business Management and Relations
University of California, San Diego 2000 — 2004
Bachelor of Science, Psychology
goBalto, Inc. March 2009 - Present
Northern Trust August 2006 - December 2008
University of California, San Diego September 2004 - August 2006
Education
Mountbatten Institute 2006 — 2007
Certificate, International Business Management and Relations
University of California, San Diego 2000 — 2004
Bachelor of Science, Psychology
Charles Boettcher Charles Boettcher's Northern Trust Experience January 1995 - May 2007
Job Managing Director
Industry Investment Management
Experience
City National Rochdale June 2007 - Present
Northern Trust January 1995 - May 2007
Skills
Asset Allocation, Wealth Management, Portfolio Management, Asset Management, New Business Development
Education
University of California, Berkeley
City National Rochdale June 2007 - Present
Northern Trust January 1995 - May 2007
Skills
Asset Allocation, Wealth Management, Portfolio Management, Asset Management, New Business Development
Education
University of California, Berkeley
Tim Witting Tim Witting's Northern Trust Experience April 2011 - August 2012
Job Seasoned Market Professional
Industry Investment Management
Experience
Northern Trust April 2011 - August 2012
PFG Best May 2010 - March 2011
MF Global February 2009 - May 2010
Piedmont Investment Advisors September 2007 - July 2008
NSLC May 2005 - August 2005
Skills
Financial Markets, Derivatives, Trading, Risk Management, Options, Finance, Investments, Hedge Funds, Strategy, Trading Strategies, Equities
Education
Universitat Pompeu Fabra 2006 — 2007
MSc, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2003
BSBA and BA, Business and Economics
Northern Trust April 2011 - August 2012
PFG Best May 2010 - March 2011
MF Global February 2009 - May 2010
Piedmont Investment Advisors September 2007 - July 2008
NSLC May 2005 - August 2005
Skills
Financial Markets, Derivatives, Trading, Risk Management, Options, Finance, Investments, Hedge Funds, Strategy, Trading Strategies, Equities
Education
Universitat Pompeu Fabra 2006 — 2007
MSc, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2003
BSBA and BA, Business and Economics
Phil Ackerman Phil Ackerman's Northern Trust Experience July 1991 - April 1995
Job Attorney at JG Law LLC
Industry Law Practice
Experience
A&G Law LLC May 2008 - Present
SNR Denton August 2003 - April 2008
Altheimer & Gray September 1998 - July 2003
Northern Trust July 1991 - April 1995
Skills
AV Preeminent..., Illinois Supreme Court..., U.S. Court of Appeals,..., U.S. District Court for..., U.S. District Court for...
Education
Tulane University Law School 1995 — 1998
Juris Doctorate
University of Wisconsin-Madison 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance and International Business
A&G Law LLC May 2008 - Present
SNR Denton August 2003 - April 2008
Altheimer & Gray September 1998 - July 2003
Northern Trust July 1991 - April 1995
Skills
AV Preeminent..., Illinois Supreme Court..., U.S. Court of Appeals,..., U.S. District Court for..., U.S. District Court for...
Education
Tulane University Law School 1995 — 1998
Juris Doctorate
University of Wisconsin-Madison 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance and International Business
Elise Fortin Elise Fortin's Northern Trust Experience October 1999 - July 2005
Job SVP Private Bank Market Leader
Industry Banking
Experience
Umpqua Bank April 2013 - Present
Wells Fargo Bank December 2007 - February 2013
Umpqua Bank 2013 - 2013
U.S. Trust July 2005 - December 2007
Northern Trust October 1999 - July 2005
Skills
Wealth Management, High Net Worth..., Private Banking, Investments, Strategic Financial..., Wealth, Customer Service, Insurance, Series 7, Business Development, Small Business, Finance, Strategy, Banking, Customer Relations
Education
Laval University
Umpqua Bank April 2013 - Present
Wells Fargo Bank December 2007 - February 2013
Umpqua Bank 2013 - 2013
U.S. Trust July 2005 - December 2007
Northern Trust October 1999 - July 2005
Skills
Wealth Management, High Net Worth..., Private Banking, Investments, Strategic Financial..., Wealth, Customer Service, Insurance, Series 7, Business Development, Small Business, Finance, Strategy, Banking, Customer Relations
Education
Laval University
Raymundo Casas Raymundo Casas's Northern Trust Experience April 2011 - October 2012
Job Database Administrator, Reporting Analyst , ETL and Leader for the Latin America Disaster Recovery proceses at AIG
Industry Insurance
Experience
AIG February 2013 - Present
Northern Trust April 2011 - October 2012
Pertek-Erler February 2010 - April 2011
Grupo Hevi June 2009 - February 2010
Pertek-Erler October 2008 - January 2009
Skills
Data Analysis, Databases, Reports, Microsoft SQL Server, Windows Server, Microsoft Certified..., Sybase, Business Intelligence, VBA, Query Writing, System Administration, Technical Support, Operations Management, Database Design, Database Administration
Education
Universidad La Salle, A.C. 2003 — 2008
Engineer's degree, Computer Technology/Computer Systems Technology
AIG February 2013 - Present
Northern Trust April 2011 - October 2012
Pertek-Erler February 2010 - April 2011
Grupo Hevi June 2009 - February 2010
Pertek-Erler October 2008 - January 2009
Skills
Data Analysis, Databases, Reports, Microsoft SQL Server, Windows Server, Microsoft Certified..., Sybase, Business Intelligence, VBA, Query Writing, System Administration, Technical Support, Operations Management, Database Design, Database Administration
Education
Universidad La Salle, A.C. 2003 — 2008
Engineer's degree, Computer Technology/Computer Systems Technology
Jeffrey Egnatz Jeffrey Egnatz's Northern Trust Experience March 2008 - July 2012
Job Broker Sales and Marketing Strategist at CENTURY 21 Affiliated
Industry Real Estate
Experience
CENTURY 21 Affiliated September 2014 - Present
Source One Real Estate November 2013 - September 2014
Redkey Realty Leaders December 2012 - November 2013
Nations Title Agency July 2012 - December 2012
T.J. Boyle Real Estate 2005 - December 2012
Northern Trust March 2008 - July 2012
JED Trading February 2002 - July 2003
Dempsey and Company LLC December 1996 - February 2002
Redwood Trading Company March 1995 - December 1996
Pacific Coast Stock Exchange November 1994 - March 1995
Skills
Equities, Middle Office, FHA, Real Estate, Portfolio Management, Refinance, Mortgage Lending, REO, Investments, First Time Home Buyers, Asset Management, Loans, Investment Properties, Real Estate Transactions, Brokerage
Education
University of Arizona 1988 — 1994
Bachelor's degree, Mathematics
Mt. Carmel High School 1986 — 1988
H.S. Diploma
Marmion Military Academy 1984 — 1985
CENTURY 21 Affiliated September 2014 - Present
Source One Real Estate November 2013 - September 2014
Redkey Realty Leaders December 2012 - November 2013
Nations Title Agency July 2012 - December 2012
T.J. Boyle Real Estate 2005 - December 2012
Northern Trust March 2008 - July 2012
JED Trading February 2002 - July 2003
Dempsey and Company LLC December 1996 - February 2002
Redwood Trading Company March 1995 - December 1996
Pacific Coast Stock Exchange November 1994 - March 1995
Skills
Equities, Middle Office, FHA, Real Estate, Portfolio Management, Refinance, Mortgage Lending, REO, Investments, First Time Home Buyers, Asset Management, Loans, Investment Properties, Real Estate Transactions, Brokerage
Education
University of Arizona 1988 — 1994
Bachelor's degree, Mathematics
Mt. Carmel High School 1986 — 1988
H.S. Diploma
Marmion Military Academy 1984 — 1985
Edward L Moses Edward L Moses's Northern Trust Experience January 2008 - January 2012
Job Investments
Industry Financial Services
Experience
Major Financial Services Firm February 2012 - Present
Northern Trust January 2008 - January 2012
Citi May 2006 - January 2008
Skills
Portfolio Management, 401k Rollovers, Asset Managment, Financial Advisory, IRAs, Retirement Planning, Series 7, Series 66, Insurance, Annuity Sales, Financial Services for..., Corporate Stock Plans, Equities, Mutual Funds, Wealth Management, Finance
Education
University of Houston, C.T. Bauer College of Business 2012 — 2015
Master of Business Administration (M.B.A.)
Trinity University 2001 — 2006
BA, Finance & Speech Comm
St. John's School
Major Financial Services Firm February 2012 - Present
Northern Trust January 2008 - January 2012
Citi May 2006 - January 2008
Skills
Portfolio Management, 401k Rollovers, Asset Managment, Financial Advisory, IRAs, Retirement Planning, Series 7, Series 66, Insurance, Annuity Sales, Financial Services for..., Corporate Stock Plans, Equities, Mutual Funds, Wealth Management, Finance
Education
University of Houston, C.T. Bauer College of Business 2012 — 2015
Master of Business Administration (M.B.A.)
Trinity University 2001 — 2006
BA, Finance & Speech Comm
St. John's School
Bimal Parambil Bimal Parambil's Northern Trust Experience April 2013 - October 2014
Job Sharepoint Lead at Littelfuse
Industry Electrical/Electronic Manufacturing
Experience
Littelfuse October 2014 - Present
Northern Trust April 2013 - October 2014
Abbott June 2011 - April 2013
Cognizant Technology Solutions November 2010 - April 2013
Cognizant Technology Solutions August 2007 - October 2010
Skills
SharePoint, Solution Architecture, Microsoft Office..., Portals, Requirements Analysis, Business Analysis, SQL, SharePoint Designer, Nintex, Visual Studio, CSS, JavaScript
Education
University of Calicut 2003 — 2007
Bachelor of Technology (B.Tech.), Applied Electronics & Instrumentation Engineering
Hail Mary E.M .R.High School Perumpilly
Model Technical Higher Secondary School, kaloor
Littelfuse October 2014 - Present
Northern Trust April 2013 - October 2014
Abbott June 2011 - April 2013
Cognizant Technology Solutions November 2010 - April 2013
Cognizant Technology Solutions August 2007 - October 2010
Skills
SharePoint, Solution Architecture, Microsoft Office..., Portals, Requirements Analysis, Business Analysis, SQL, SharePoint Designer, Nintex, Visual Studio, CSS, JavaScript
Education
University of Calicut 2003 — 2007
Bachelor of Technology (B.Tech.), Applied Electronics & Instrumentation Engineering
Hail Mary E.M .R.High School Perumpilly
Model Technical Higher Secondary School, kaloor
Lindy Sherwood Lindy Sherwood's Northern Trust Experience February 2005 - May 2011
Job President and Managing Director at Kaspick & Company
Industry Financial Services
Experience
Kaspick & Company May 2011 - Present
Northern Trust February 2005 - May 2011
U.S. Trust Company June 2000 - April 2005
Charles Schwab February 1993 - June 2000
Citibank 1980 - 1992
Skills
Asset Management, Financial Services, Wealth Management..., Private Banking, Executive Management, Managing Business Growth, Strategic Planning, Marketing Strategy
Education
University of California, Santa Barbara
BA, Psychology
University of California, Santa Barbara
Bachelor's degree, Psychology
Kaspick & Company May 2011 - Present
Northern Trust February 2005 - May 2011
U.S. Trust Company June 2000 - April 2005
Charles Schwab February 1993 - June 2000
Citibank 1980 - 1992
Skills
Asset Management, Financial Services, Wealth Management..., Private Banking, Executive Management, Managing Business Growth, Strategic Planning, Marketing Strategy
Education
University of California, Santa Barbara
BA, Psychology
University of California, Santa Barbara
Bachelor's degree, Psychology
Eric Sternberg Eric Sternberg's Northern Trust Experience November 2011 - April 2012
Job Derivatives Analyst at Northern Trust Company
Industry Financial Services
Experience
Northern Trust Company 2011 - Present
Northern Trust November 2011 - April 2012
Northern Trust September 2011 - October 2011
CMS Solutions March 2011 - June 2011
Edward Jones May 2009 - August 2009
Corcoran's Pub January 2006 - January 2008
Education
Truman State University
Bachelor of Science, Finance
Northern Trust Company 2011 - Present
Northern Trust November 2011 - April 2012
Northern Trust September 2011 - October 2011
CMS Solutions March 2011 - June 2011
Edward Jones May 2009 - August 2009
Corcoran's Pub January 2006 - January 2008
Education
Truman State University
Bachelor of Science, Finance
Fred Aalbue Fred Aalbue's Northern Trust Experience 1997 - 1998
Job CTO, Connect Lending
Industry Insurance
Experience
Connect Lending, LLC January 2011 - Present
Ryan Specialty Group April 2011 - May 2014
Arch Insurance Group January 2004 - April 2011
Leavitt Tube January 2006 - January 2008
Independent Trader January 1995 - January 2004
Zurich Insurance 2002 - 2004
ThinkSpark 2001 - 2001
Liquid Art 1999 - 2000
Platinum Technology 1998 - 1999
Northern Trust 1997 - 1998
Skills
Agile Methodologies, Software Development, Scrum, Microsoft SQL Server, C#, SOA, Databases, SDLC, Oracle, JavaScript, Integration, Unix, Java, Software Design, MySQL, Linux
Education
University of Florida 1985 — 1989
ME, Computer Science
United States Naval Academy 1976 — 1979
BS, General Engineering
Glenbard West HS 1971 — 1975
Connect Lending, LLC January 2011 - Present
Ryan Specialty Group April 2011 - May 2014
Arch Insurance Group January 2004 - April 2011
Leavitt Tube January 2006 - January 2008
Independent Trader January 1995 - January 2004
Zurich Insurance 2002 - 2004
ThinkSpark 2001 - 2001
Liquid Art 1999 - 2000
Platinum Technology 1998 - 1999
Northern Trust 1997 - 1998
Skills
Agile Methodologies, Software Development, Scrum, Microsoft SQL Server, C#, SOA, Databases, SDLC, Oracle, JavaScript, Integration, Unix, Java, Software Design, MySQL, Linux
Education
University of Florida 1985 — 1989
ME, Computer Science
United States Naval Academy 1976 — 1979
BS, General Engineering
Glenbard West HS 1971 — 1975
Steve Wetter Steve Wetter's Northern Trust Experience 2003 - 2007
Job Portfolio Manager at Voya Investment Management
Industry Financial Services
Experience
Voya Investment Management April 2012 - Present
TCS Financial Solutions January 2010 - March 2012
Mellon Capital Management August 2007 - October 2009
Northern Trust 2003 - 2007
Deutsche Asset Management 1999 - 2003
Bankers Trust 1992 - 1999
Scudder Investments 1987 - 1992
Skills
Asset Management, Equity Trading, FX trading, ETFs, Indexing, Derivatives
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of California, Berkeley
BA
Voya Investment Management April 2012 - Present
TCS Financial Solutions January 2010 - March 2012
Mellon Capital Management August 2007 - October 2009
Northern Trust 2003 - 2007
Deutsche Asset Management 1999 - 2003
Bankers Trust 1992 - 1999
Scudder Investments 1987 - 1992
Skills
Asset Management, Equity Trading, FX trading, ETFs, Indexing, Derivatives
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of California, Berkeley
BA
Jim Bechtel Jim Bechtel's Northern Trust Experience July 1990 - December 2001
Job Managing Director at Alamar Capital Management, LLC
Industry Investment Management
Experience
Alamar Capital Management, LLC July 2014 - Present
Teddy Bear Cancer Foundation October 2009 - Present
Santa Barbara International Film Festival 2005 - Present
Wells Fargo 2004 - June 2014
Northern Trust July 1990 - December 2001
Arco 1979 - 1981
Skills
Alternative Investments, Management, Wealth Management, Asset Allocation, Real Estate, Investment Management, New Business Development, Budgets, Equities, Strategic Financial..., Mutual Funds
Education
University of California, Los Angeles - The Anderson School of Management 1981 — 1983
MBA, Finance
University of California, Los Angeles 1975 — 1979
BA, Economics
Archbishop John Carroll, Radnor, PA 1971 — 1975
HS
Alamar Capital Management, LLC July 2014 - Present
Teddy Bear Cancer Foundation October 2009 - Present
Santa Barbara International Film Festival 2005 - Present
Wells Fargo 2004 - June 2014
Northern Trust July 1990 - December 2001
Arco 1979 - 1981
Skills
Alternative Investments, Management, Wealth Management, Asset Allocation, Real Estate, Investment Management, New Business Development, Budgets, Equities, Strategic Financial..., Mutual Funds
Education
University of California, Los Angeles - The Anderson School of Management 1981 — 1983
MBA, Finance
University of California, Los Angeles 1975 — 1979
BA, Economics
Archbishop John Carroll, Radnor, PA 1971 — 1975
HS
Dave Gomberg Dave Gomberg's Northern Trust Experience 2001 - 2009
Job Renaissance Man
Industry Real Estate
Experience
AERO October 2006 - Present
KALW Radio February 2005 - Present
LumBuckles 1972 - Present
GE Capital Bank 2013 - 2013
Equity Trust 2002 - 2010
Northern Trust 2001 - 2009
Northern Trust 2001 - 2009
Investors in Private Equity 1972 - 2009
Investors in Private Equity 1972 - 2009
UCSF 1969 - 1997
Skills
Security, Systems Analysis, Disaster Recovery, Software Design, Strategic Planning, Program Management, Networking, Operating Systems, Due Diligence, Project Planning, Management Consulting, Enterprise Software, Financial Modeling, REXX, Negotiation, Business Strategy, Finance, Risk Management, Integration, Start-ups, Analysis, Enterprise Architecture, Management, Asset Managment, Team Building, Technical Analysis, Teaching, Portfolio Management
Education
University of California, Berkeley 1957 — 1987
PhD, Statistics, math, molecular biology
Università degli Studi di Pavia 1967 — 1968
Post-doctoral, Population generics
AERO October 2006 - Present
KALW Radio February 2005 - Present
LumBuckles 1972 - Present
GE Capital Bank 2013 - 2013
Equity Trust 2002 - 2010
Northern Trust 2001 - 2009
Northern Trust 2001 - 2009
Investors in Private Equity 1972 - 2009
Investors in Private Equity 1972 - 2009
UCSF 1969 - 1997
Skills
Security, Systems Analysis, Disaster Recovery, Software Design, Strategic Planning, Program Management, Networking, Operating Systems, Due Diligence, Project Planning, Management Consulting, Enterprise Software, Financial Modeling, REXX, Negotiation, Business Strategy, Finance, Risk Management, Integration, Start-ups, Analysis, Enterprise Architecture, Management, Asset Managment, Team Building, Technical Analysis, Teaching, Portfolio Management
Education
University of California, Berkeley 1957 — 1987
PhD, Statistics, math, molecular biology
Università degli Studi di Pavia 1967 — 1968
Post-doctoral, Population generics
Lisa Wingebach Lisa Wingebach's Northern Trust Experience January 2006 - May 2014
Job Client Account Transitions Specialist at Western Asset Management
Industry Financial Services
Experience
Western Asset Management June 2014 - Present
Northern Trust January 2006 - May 2014
State Street IMS August 2002 - December 2005
Banc of America Securities June 2000 - March 2001
Montgomery Securities January 1999 - June 2000
Skills
Fixed Income, Equities, Financial Services, Microsoft Excel, VBA, Asset Managment, Middle Office, Mutual Funds, Securities, Back Office, Global Custody, Risk Management, Hedge Funds, Business Analysis, Bloomberg, Asset Management, Corporate Actions, Trading Systems, Wealth Management, Alternative Investments, Settlement, Derivatives, Options, Trading, Electronic Trading, Bonds, Investment Management, Capital Markets
Education
University of California, Davis 1994 — 1998
B.A., Spanish & Communications
Universidad de Granada 1996 — 1997
Western Asset Management June 2014 - Present
Northern Trust January 2006 - May 2014
State Street IMS August 2002 - December 2005
Banc of America Securities June 2000 - March 2001
Montgomery Securities January 1999 - June 2000
Skills
Fixed Income, Equities, Financial Services, Microsoft Excel, VBA, Asset Managment, Middle Office, Mutual Funds, Securities, Back Office, Global Custody, Risk Management, Hedge Funds, Business Analysis, Bloomberg, Asset Management, Corporate Actions, Trading Systems, Wealth Management, Alternative Investments, Settlement, Derivatives, Options, Trading, Electronic Trading, Bonds, Investment Management, Capital Markets
Education
University of California, Davis 1994 — 1998
B.A., Spanish & Communications
Universidad de Granada 1996 — 1997
Ralph Kiely Ralph Kiely's Northern Trust Experience September 2002 - Present
Job Chief Operating Engineer at Jones Lang LaSalle
Industry Facilities Services
Experience
Northern Trust September 2002 - Present
Jones Lang LaSalle December 2013 - Present
Skills
Facilities Management, HVAC, Energy Management, Process Improvement, Team Building, Energy Conservation, Contract Management, Construction Management, Building Automation, Contract Negotiation, Facilities Operations, Energy Efficiency, Energy Audits, Construction, Engineering, HVAC Controls, LEED
Education
Trinity College Dublin 1986 — 1990
Northern Trust September 2002 - Present
Jones Lang LaSalle December 2013 - Present
Skills
Facilities Management, HVAC, Energy Management, Process Improvement, Team Building, Energy Conservation, Contract Management, Construction Management, Building Automation, Contract Negotiation, Facilities Operations, Energy Efficiency, Energy Audits, Construction, Engineering, HVAC Controls, LEED
Education
Trinity College Dublin 1986 — 1990
Jennifer Dryden Hess Jennifer Dryden Hess's Northern Trust Experience August 2001 - Present
Job Vice President, Global Head of Real Estate and Project Management at Northern Trust
Industry Commercial Real Estate
Experience
Northern Trust August 2001 - Present
CoreNet So Cal Chapter March 2008 - April 2009
The Walt Disney Company 1991 - 2001
Disney Development Company 1991 - 2001
Walt Disney Imagineering 1991 - 2001
Skills
Strategic Planning, Corporate Real Estate, Due Diligence, Project Management, Negotiation, Leadership, Process Improvement, Risk Management, Team Building, Real Estate, Leases, Budgets, Portfolio Management, Strategy, Asset Management, Fundraising
Education
University of California, Los Angeles - The Anderson School of Management 1999 — 2001
Master of Business Administration (M.B.A.)
UCLA Extension 1989 — 1991
Interior and Environmental Design Program
University of California, Los Angeles 1983 — 1987
BS, Sociology, Graduated Cum Laude
Université Paris-Sorbonne 1984 — 1985
Northern Trust August 2001 - Present
CoreNet So Cal Chapter March 2008 - April 2009
The Walt Disney Company 1991 - 2001
Disney Development Company 1991 - 2001
Walt Disney Imagineering 1991 - 2001
Skills
Strategic Planning, Corporate Real Estate, Due Diligence, Project Management, Negotiation, Leadership, Process Improvement, Risk Management, Team Building, Real Estate, Leases, Budgets, Portfolio Management, Strategy, Asset Management, Fundraising
Education
University of California, Los Angeles - The Anderson School of Management 1999 — 2001
Master of Business Administration (M.B.A.)
UCLA Extension 1989 — 1991
Interior and Environmental Design Program
University of California, Los Angeles 1983 — 1987
BS, Sociology, Graduated Cum Laude
Université Paris-Sorbonne 1984 — 1985
Ryan Lange, CFA, CAIA Ryan Lange, CFA, CAIA's Northern Trust Experience September 2012 - August 2013
Job Senior Investment Strategist at Great Western Bank
Industry Investment Management
Experience
Great Western Bank March 2015 - Present
US Bank August 2013 - February 2015
Northern Trust September 2012 - August 2013
Wells Fargo September 2011 - September 2012
Wells Fargo August 2008 - September 2011
Skills
Portfolio Management, Investments, Mutual Funds, Asset Allocation, Trading, Asset Managment, Investment Strategies, Alternative Investments, Wealth Management, Investment Management, Hedge Funds, Equity Research, Bloomberg, Risk Management, ETFs, Options, High Net Worth..., Private Equity, Portfolio Optimization, Commodity, Separately Managed..., Stocks, Chartered Financial..., Bloomberg Terminal, Quantitative Analytics, Bonds, Fixed Income, Asset Management
Education
The University of South Dakota
Finance
The University of Texas-Pan American
Mechanical Engineering
Northeast Community College
Great Western Bank March 2015 - Present
US Bank August 2013 - February 2015
Northern Trust September 2012 - August 2013
Wells Fargo September 2011 - September 2012
Wells Fargo August 2008 - September 2011
Skills
Portfolio Management, Investments, Mutual Funds, Asset Allocation, Trading, Asset Managment, Investment Strategies, Alternative Investments, Wealth Management, Investment Management, Hedge Funds, Equity Research, Bloomberg, Risk Management, ETFs, Options, High Net Worth..., Private Equity, Portfolio Optimization, Commodity, Separately Managed..., Stocks, Chartered Financial..., Bloomberg Terminal, Quantitative Analytics, Bonds, Fixed Income, Asset Management
Education
The University of South Dakota
Finance
The University of Texas-Pan American
Mechanical Engineering
Northeast Community College
Ray Petrella Ray Petrella's Northern Trust Experience August 1992 - May 2000
Job Sr. Network Engineer at TransMarket Group, L.L.C.
Industry Capital Markets
Experience
TransMarket Group, L.L.C. June 2015 - Present
Allston Trading October 2009 - June 2015
NetScout Systems January 2009 - October 2009
NYSE Euronext April 2007 - January 2009
Aon Hewitt January 2006 - April 2007
Transamerica / GE Capital May 2000 - January 2006
Northern Trust August 1992 - May 2000
Rush University Medical Center June 1990 - August 1992
Comdisco November 1989 - June 1990
Hyatt Hotels Corporation April 1981 - October 1989
Skills
Cisco Technologies, Data Center, Vendor Management, Disaster Recovery, Network Design, TCP/IP, Linux, Security, Cisco IOS, Leadership, Exchange Connectivity,..., Electronic Trading...
Education
Triton College 1984 — 1986
Associate's degree, Business Administration and Management, General
TransMarket Group, L.L.C. June 2015 - Present
Allston Trading October 2009 - June 2015
NetScout Systems January 2009 - October 2009
NYSE Euronext April 2007 - January 2009
Aon Hewitt January 2006 - April 2007
Transamerica / GE Capital May 2000 - January 2006
Northern Trust August 1992 - May 2000
Rush University Medical Center June 1990 - August 1992
Comdisco November 1989 - June 1990
Hyatt Hotels Corporation April 1981 - October 1989
Skills
Cisco Technologies, Data Center, Vendor Management, Disaster Recovery, Network Design, TCP/IP, Linux, Security, Cisco IOS, Leadership, Exchange Connectivity,..., Electronic Trading...
Education
Triton College 1984 — 1986
Associate's degree, Business Administration and Management, General
Jill Rupple Jill Rupple's Northern Trust Experience August 2011 - August 2012
Job Chief Talent Officer
Industry Human Resources
Experience
Kaufman Hall August 2012 - Present
Northern Trust August 2011 - August 2012
Omnium LLC (formerly Citadel Solutions) 2008 - July 2011
Sg2 2005 - 2007
Huron Consulting Group June 2004 - July 2005
DiamondCluster International 1994 - 2003
Diamond Technology Partners 1994 - 2003
Peterson & Co. Consulting 1986 - 1987
Skills
Human Resources, Talent Management, Talent Acquisition, Organizational Design, Employee Relations, Recruiting, Performance Management, Internal Communications, Change Management, Personnel Management, Mergers & Acquisitions, Management, Succession Planning, Strategy, Project Management, Leadership, Onboarding, Program Management, Workforce Planning, Management Consulting, Mentoring, Coaching, Deferred Compensation, Organizational..., Process Improvement, Consulting, Employee Engagement, Organizational..., Employee Benefits, Executive Management, Performance Improvement, Strategic Planning, Executive Coaching, Acquisition Integration, Business Process..., Restructuring, Employee Wellness..., Outsourcing, Business Strategy, Start-ups, Executive Search, HRIS, Applicant Tracking..., Vendor Management, College Recruiting, Sourcing
Education
University of Arizona 1989 — 1990
MS
University of Michigan 1982 — 1986
BBA
Kaufman Hall August 2012 - Present
Northern Trust August 2011 - August 2012
Omnium LLC (formerly Citadel Solutions) 2008 - July 2011
Sg2 2005 - 2007
Huron Consulting Group June 2004 - July 2005
DiamondCluster International 1994 - 2003
Diamond Technology Partners 1994 - 2003
Peterson & Co. Consulting 1986 - 1987
Skills
Human Resources, Talent Management, Talent Acquisition, Organizational Design, Employee Relations, Recruiting, Performance Management, Internal Communications, Change Management, Personnel Management, Mergers & Acquisitions, Management, Succession Planning, Strategy, Project Management, Leadership, Onboarding, Program Management, Workforce Planning, Management Consulting, Mentoring, Coaching, Deferred Compensation, Organizational..., Process Improvement, Consulting, Employee Engagement, Organizational..., Employee Benefits, Executive Management, Performance Improvement, Strategic Planning, Executive Coaching, Acquisition Integration, Business Process..., Restructuring, Employee Wellness..., Outsourcing, Business Strategy, Start-ups, Executive Search, HRIS, Applicant Tracking..., Vendor Management, College Recruiting, Sourcing
Education
University of Arizona 1989 — 1990
MS
University of Michigan 1982 — 1986
BBA
Daniel R. Del Campo, CPP's Northern Trust Experience October 1980 - Present
Job Senior Vice President | Security Manager for North America
Industry Financial Services
Experience
Northern Trust October 1980 - Present
Harwood Heights Police Department 1980 - 1983
Triton College Police Department 1978 - 1980
Skills
Project Planning, Project Implementation, Project Coordination, Capital Budgeting, Budget Management, Budgeting, Security, Security Management, Strategic Planning, Project Management, Physical Security, Budgets, Training, Risk Management, Corporate Security, Executive Protection, Leadership, Asset Protection, Security Audits, Police, Program Management, Security Operations, Information Security..., Management, Access Control, Policy, Protection, Private Investigations, Criminal Investigations, Enforcement, Emergency Management, Vendor Management, Supervisory Skills, Performance Management, Team Building, Investigation, Crisis Management, Surveillance, Operations Management, Risk Assessment, Security Awareness, Information Security, Business Continuity..., Business Continuity, Vulnerability Assessment, Networking, Government, Analysis, Disaster Recovery, Fraud
Education
Triton College 1977 — 1980
Police Science, Homeland Security, Law Enforcement, Firefighting and Related Protective Services
Triton-College 1977 — 1980
Associate of Science, Police Science
Northern Trust October 1980 - Present
Harwood Heights Police Department 1980 - 1983
Triton College Police Department 1978 - 1980
Skills
Project Planning, Project Implementation, Project Coordination, Capital Budgeting, Budget Management, Budgeting, Security, Security Management, Strategic Planning, Project Management, Physical Security, Budgets, Training, Risk Management, Corporate Security, Executive Protection, Leadership, Asset Protection, Security Audits, Police, Program Management, Security Operations, Information Security..., Management, Access Control, Policy, Protection, Private Investigations, Criminal Investigations, Enforcement, Emergency Management, Vendor Management, Supervisory Skills, Performance Management, Team Building, Investigation, Crisis Management, Surveillance, Operations Management, Risk Assessment, Security Awareness, Information Security, Business Continuity..., Business Continuity, Vulnerability Assessment, Networking, Government, Analysis, Disaster Recovery, Fraud
Education
Triton College 1977 — 1980
Police Science, Homeland Security, Law Enforcement, Firefighting and Related Protective Services
Triton-College 1977 — 1980
Associate of Science, Police Science
Kim Lotka Kim Lotka's Northern Trust Experience 1980 - 1981
Job Real Estate Sales & Development Top 1% of NRT Realtors Nationally 2014Top Producer in Hinsdale
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage March 2009 - Present
Hallmark Homes of Hinsdale - Hinsdale, IL 1980 - Present
Brush Hill Realtors, Inc - Hinsdale, IL 1984 - 2008
Northern Trust 1980 - 1981
Skills
Real Estate, Short Sales, Sellers, Buyer Representation, Relocation, Residential Homes, Condos, Foreclosures, Selling, Listings, First Time Home Buyers, Buyers, REO, Referrals, Single Family Homes, Investors, Property, Luxury, Real Estate Transactions, New Home Sales, Investment Properties, Seniors, Home Staging, Vacation Homes, Real Property, Brokerage, Townhomes, Move Up Buyers, ABR, e-PRO, Council of Residential..., 1031 Exchanges, Real Estate License, SFR, Relocation Buyers, Sales
Education
University of Arizona 1970 — 1974
Sunnyslope High School 1967 — 1970
Coldwell Banker Residential Brokerage March 2009 - Present
Hallmark Homes of Hinsdale - Hinsdale, IL 1980 - Present
Brush Hill Realtors, Inc - Hinsdale, IL 1984 - 2008
Northern Trust 1980 - 1981
Skills
Real Estate, Short Sales, Sellers, Buyer Representation, Relocation, Residential Homes, Condos, Foreclosures, Selling, Listings, First Time Home Buyers, Buyers, REO, Referrals, Single Family Homes, Investors, Property, Luxury, Real Estate Transactions, New Home Sales, Investment Properties, Seniors, Home Staging, Vacation Homes, Real Property, Brokerage, Townhomes, Move Up Buyers, ABR, e-PRO, Council of Residential..., 1031 Exchanges, Real Estate License, SFR, Relocation Buyers, Sales
Education
University of Arizona 1970 — 1974
Sunnyslope High School 1967 — 1970
David J. Parker's Northern Trust Experience August 2005 - August 2014
Job Senior Vice President, Head of Oil & Gas Advisory at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust September 2014 - Present
Northern Trust August 2005 - August 2014
JPMorgan Chase February 1982 - July 2005
Texaco Inc. September 1980 - February 1982
Skills
CPL, High Net Worth..., Leases, Gas, Petroleum, Due Diligence, Management, Business Strategy, Asset Management, Investments, Wealth Management, Energy Industry, Wealth Management..., Asset Allocation, Alternative Investments, Mergers & Acquisitions, Contract Negotiation, Strategic Planning
Education
SUNY at Buffalo 1974 — 1980
Master of Business Administration (MBA), Business Administration and Management, General
Sweet Home High School
Bessemer Trust September 2014 - Present
Northern Trust August 2005 - August 2014
JPMorgan Chase February 1982 - July 2005
Texaco Inc. September 1980 - February 1982
Skills
CPL, High Net Worth..., Leases, Gas, Petroleum, Due Diligence, Management, Business Strategy, Asset Management, Investments, Wealth Management, Energy Industry, Wealth Management..., Asset Allocation, Alternative Investments, Mergers & Acquisitions, Contract Negotiation, Strategic Planning
Education
SUNY at Buffalo 1974 — 1980
Master of Business Administration (MBA), Business Administration and Management, General
Sweet Home High School
Rene Foronda Rene Foronda's Northern Trust Experience 1984 - 1997
Job Senior Researcher at Missionary Oblates of Mary Immaculate
Industry Nonprofit Organization Management
Experience
Missionary Oblates of Mary Immaculate January 2011 - Present
IOLP Consultants 2009 - April 2013
BMO Harris Bank(previous name Southwest Bank) 2008 - 2009
Montgomery Bank 2006 - 2008
PNC Bank (previous name National City Bank) 2003 - 2006
US BANCORP ASSET MANAGEMENT 2001 - 2003
US Bank 1999 - 2001
Wells Fargo (previous First Union Bank) 1997 - 1999
Northern Trust 1984 - 1997
Harris Bank 1976 - 1984
Skills
LTD, Credit Analysis, Portfolio Management, Banking, Investments, Credit, Fundraising, Leadership, Financial Services, Risk Management, Cash Management, Loans, Finance, Management, Business Development, Program Management, Analysis, CRM, Business Planning, Marketing, Nonprofits, Relationship Management, Executive Management, New Business Development, Strategic Planning, Small Business, Financial Analysis, Commercial Banking, Team Building, Public Relations, Team Leadership, Analytics, Board Development, Community Development, Coaching, Microsoft Excel, Wealth Management, Public Speaking, Event Planning, Strategy
Education
Quigley Preparatory Seminary North 1972 — 1976
High School Diploma
Triton-College
Missionary Oblates of Mary Immaculate January 2011 - Present
IOLP Consultants 2009 - April 2013
BMO Harris Bank(previous name Southwest Bank) 2008 - 2009
Montgomery Bank 2006 - 2008
PNC Bank (previous name National City Bank) 2003 - 2006
US BANCORP ASSET MANAGEMENT 2001 - 2003
US Bank 1999 - 2001
Wells Fargo (previous First Union Bank) 1997 - 1999
Northern Trust 1984 - 1997
Harris Bank 1976 - 1984
Skills
LTD, Credit Analysis, Portfolio Management, Banking, Investments, Credit, Fundraising, Leadership, Financial Services, Risk Management, Cash Management, Loans, Finance, Management, Business Development, Program Management, Analysis, CRM, Business Planning, Marketing, Nonprofits, Relationship Management, Executive Management, New Business Development, Strategic Planning, Small Business, Financial Analysis, Commercial Banking, Team Building, Public Relations, Team Leadership, Analytics, Board Development, Community Development, Coaching, Microsoft Excel, Wealth Management, Public Speaking, Event Planning, Strategy
Education
Quigley Preparatory Seminary North 1972 — 1976
High School Diploma
Triton-College
Tanya Dhamija's Northern Trust Experience May 2011 - August 2011
Job Senior Analyst at IBM
Industry Market Research
Experience
IBM June 2014 - Present
IBM October 2012 - June 2014
Northern Trust May 2011 - August 2011
The Coca-Cola Company - India June 2010 - July 2010
Bvlgari - Singapore June 2009 - July 2009
Education
Trinity College-Hartford 2008 — 2012
Bachelor of Science (BS)
The Taft School
University College London, U. of London
IBM June 2014 - Present
IBM October 2012 - June 2014
Northern Trust May 2011 - August 2011
The Coca-Cola Company - India June 2010 - July 2010
Bvlgari - Singapore June 2009 - July 2009
Education
Trinity College-Hartford 2008 — 2012
Bachelor of Science (BS)
The Taft School
University College London, U. of London
Kevin McAlpine, PHR Kevin McAlpine, PHR's Northern Trust Experience May 2012 - August 2013
Job Talent Acquisition Specialist at Navigant
Industry Management Consulting
Experience
Navigant March 2014 - Present
CNA Insurance September 2013 - March 2014
Northern Trust May 2012 - August 2013
Ameriprise Financial Services, Inc. January 2012 - May 2012
PricewaterhouseCoopers LLP June 2009 - August 2009
Skills
Human Resources, Talent Management, Microsoft Office, Talent Acquisition, Management, Social Media Marketing
Education
The University of Illinois at Urbana-Champaign - College of Business 2008 — 2011
Bachelor of Science, Business Administration, Marketing
Università Commerciale 'Luigi Bocconi' / Bocconi University 2010 — 2010
Business Administration, Marketing
Proviso West High School 2005 — 2008
General Studies
Navigant March 2014 - Present
CNA Insurance September 2013 - March 2014
Northern Trust May 2012 - August 2013
Ameriprise Financial Services, Inc. January 2012 - May 2012
PricewaterhouseCoopers LLP June 2009 - August 2009
Skills
Human Resources, Talent Management, Microsoft Office, Talent Acquisition, Management, Social Media Marketing
Education
The University of Illinois at Urbana-Champaign - College of Business 2008 — 2011
Bachelor of Science, Business Administration, Marketing
Università Commerciale 'Luigi Bocconi' / Bocconi University 2010 — 2010
Business Administration, Marketing
Proviso West High School 2005 — 2008
General Studies
Philip Jacobsen Philip Jacobsen's Northern Trust Experience December 2012 - Present
Job VP, Procurement at Northern Trust
Industry Financial Services
Experience
Northern Trust December 2012 - Present
USAA July 2010 - December 2012
United States Air Force June 2004 - August 2010
Skills
Procurement, Logistics, Project Portfolio..., Government Contracting, Contract Management, Strategic Sourcing, Process Improvement, RFP, Contract Negotiation, Cross-functional Team..., Purchasing, Air Force, Contract Negotiations, Military Leadership, Negotiation, Government, Outsourcing, Sourcing, Defense, Military, Government Procurement, Vendor Management
Education
University of Colorado at Colorado Springs 2006 — 2008
MBA, Project Management
US Air Force Academy 2000 — 2004
BS, Economics
Northern Trust December 2012 - Present
USAA July 2010 - December 2012
United States Air Force June 2004 - August 2010
Skills
Procurement, Logistics, Project Portfolio..., Government Contracting, Contract Management, Strategic Sourcing, Process Improvement, RFP, Contract Negotiation, Cross-functional Team..., Purchasing, Air Force, Contract Negotiations, Military Leadership, Negotiation, Government, Outsourcing, Sourcing, Defense, Military, Government Procurement, Vendor Management
Education
University of Colorado at Colorado Springs 2006 — 2008
MBA, Project Management
US Air Force Academy 2000 — 2004
BS, Economics
Nancy Herrera's Northern Trust Experience 2012 - December 2014
Job Production Support at Tata Consultancy Services
Industry Information Technology and Services
Experience
Tata Consultancy Services 2015 - 2015
Northern Trust 2012 - December 2014
HSBC November 2010 - August 2012
HSBC Private Bank February 2010 - October 2010
HSBC January 2010 - October 2010
HSBC August 2008 - January 2010
Grupo Elektra February 2008 - July 2008
INE National Institute of Ecology April 2006 - January 2008
Skills
Project Management, System Deployment, Data Analysis, Hedge Funds, Database Design, Access, Analysis
Education
Universidad Nacional Autónoma de México 2002 — 2006
Licentiate degree, Mathematics and Computer Science, BA
Tata Consultancy Services 2015 - 2015
Northern Trust 2012 - December 2014
HSBC November 2010 - August 2012
HSBC Private Bank February 2010 - October 2010
HSBC January 2010 - October 2010
HSBC August 2008 - January 2010
Grupo Elektra February 2008 - July 2008
INE National Institute of Ecology April 2006 - January 2008
Skills
Project Management, System Deployment, Data Analysis, Hedge Funds, Database Design, Access, Analysis
Education
Universidad Nacional Autónoma de México 2002 — 2006
Licentiate degree, Mathematics and Computer Science, BA
Jeanette Baumberg Jeanette Baumberg's Northern Trust Experience 2011 - Present
Job Account Executive at Northern Trust
Industry Financial Services
Experience
Northern Trust 2011 - Present
Citi 2004 - 2011
Skills
Financial Analysis, Report Writing, Mathematics
Education
University of Arizona
Bachelor's degree, Accounting and Finance
Northern Trust 2011 - Present
Citi 2004 - 2011
Skills
Financial Analysis, Report Writing, Mathematics
Education
University of Arizona
Bachelor's degree, Accounting and Finance
Shawn Hollenbach Shawn Hollenbach's Northern Trust Experience July 2012 - Present
Job Vice President at Northern Trust Bank
Industry Banking
Experience
Northern Trust July 2012 - Present
First Citizens Bank July 2011 - July 2012
BBVA Compass September 2009 - July 2011
Wells Fargo Bank March 2008 - September 2009
M&I Bank January 2004 - March 2008
Northern Trust June 2000 - January 2004
Skills
Finance, Loans, Investments, Banking, Commercial Lending, Mergers & Acquisitions, Mortgage Lending, Real Estate, Leadership, Credit, Credit Analysis, Financial Analysis, Commercial Banking, Mergers, Portfolio Management, Small Business Lending, Risk Management, Working Capital..., Underwriting, Strategic Planning, Loan Origination
Education
University of Arizona 1996 — 2000
BSBA, Finance
Northern Trust July 2012 - Present
First Citizens Bank July 2011 - July 2012
BBVA Compass September 2009 - July 2011
Wells Fargo Bank March 2008 - September 2009
M&I Bank January 2004 - March 2008
Northern Trust June 2000 - January 2004
Skills
Finance, Loans, Investments, Banking, Commercial Lending, Mergers & Acquisitions, Mortgage Lending, Real Estate, Leadership, Credit, Credit Analysis, Financial Analysis, Commercial Banking, Mergers, Portfolio Management, Small Business Lending, Risk Management, Working Capital..., Underwriting, Strategic Planning, Loan Origination
Education
University of Arizona 1996 — 2000
BSBA, Finance
Thomas Gore Thomas Gore's Northern Trust Experience April 2011 - November 2013
Job Senior Vice President at Citizens Bank
Industry Banking
Experience
Citizens Bank November 2014 - Present
U.S. Bank October 2013 - November 2014
Northern Trust April 2011 - November 2013
Citicorp, N.A. / GE Capital 1997 - 2010
Sanwa Bank (now Bank of the West) January 1994 - July 1997
Wells Fargo 1991 - 1994
Security Pacific Corporation 1987 - 1990
FC Lugano 1983 - 1985
Skills
Commercial Banking, New Business Development, Portfolio Management, Risk Assessment, Financial Analysis, Financial Risk, Financial Structuring, Financial Reporting, Internal Audit, Compliance, Risk Management, Private Banking, Credit Risk, Credit Analysis, Relationship Management, Commercial Lending, Credit, Investments, Commercial Mortgages, Middle Market, Banking, Corporate Finance, Underwriting, Valuation, Loans, Small Business Lending, Due Diligence, Financial Modeling, Construction Loans, Finance, Business Development, Asset Management, Mortgage Lending, Treasury Management, Wealth Management, Financial Services, Capital Markets, Strategic Financial..., Asset Based Lending, Financial Planning
Education
University of California, Irvine 1985 — 1987
BS, Economics/Finance
Citizens Bank November 2014 - Present
U.S. Bank October 2013 - November 2014
Northern Trust April 2011 - November 2013
Citicorp, N.A. / GE Capital 1997 - 2010
Sanwa Bank (now Bank of the West) January 1994 - July 1997
Wells Fargo 1991 - 1994
Security Pacific Corporation 1987 - 1990
FC Lugano 1983 - 1985
Skills
Commercial Banking, New Business Development, Portfolio Management, Risk Assessment, Financial Analysis, Financial Risk, Financial Structuring, Financial Reporting, Internal Audit, Compliance, Risk Management, Private Banking, Credit Risk, Credit Analysis, Relationship Management, Commercial Lending, Credit, Investments, Commercial Mortgages, Middle Market, Banking, Corporate Finance, Underwriting, Valuation, Loans, Small Business Lending, Due Diligence, Financial Modeling, Construction Loans, Finance, Business Development, Asset Management, Mortgage Lending, Treasury Management, Wealth Management, Financial Services, Capital Markets, Strategic Financial..., Asset Based Lending, Financial Planning
Education
University of California, Irvine 1985 — 1987
BS, Economics/Finance
Megan Troughton Megan Troughton's Northern Trust Experience October 2006 - January 2011
Job Senior Financial Analyst
Industry Aviation & Aerospace
Experience
Raytheon Missile Systems April 2011 - Present
Northern Trust October 2006 - January 2011
Skills
Process Improvement, Team Leadership, Financial Modeling, Financial Analysis, Team Building, Derivatives
Education
University of Arizona 2013 — 2014
Master of Business Administration (M.B.A.)
University of Arizona, Eller College of Management 2002 — 2006
BS, Finance
Raytheon Missile Systems April 2011 - Present
Northern Trust October 2006 - January 2011
Skills
Process Improvement, Team Leadership, Financial Modeling, Financial Analysis, Team Building, Derivatives
Education
University of Arizona 2013 — 2014
Master of Business Administration (M.B.A.)
University of Arizona, Eller College of Management 2002 — 2006
BS, Finance
Andy Chong, CFA's Northern Trust Experience July 2013 - Present
Job Senior Portfolio Manager, Senior Investment Officer at Northern Trust
Industry Investment Management
Experience
Northern Trust July 2013 - Present
Education
University of California, Davis 1994 — 1998
Bachelor of Arts
Northern Trust July 2013 - Present
Education
University of California, Davis 1994 — 1998
Bachelor of Arts
Alan Feutz, CFP®'s Northern Trust Experience January 2003 - December 2005
Job Private Client Advisor at J.P. Morgan Chase Bank N.A
Industry Investment Management
Experience
JPMorgan Chase N.A September 2011 - Present
Chase Investment Services Corp December 2005 - September 2011
Northern Trust January 2003 - December 2005
American Express Financial Advisors 2001 - 2003
Morgan Stanley Dean Witter July 1999 - February 2001
Education
Union College 1995 — 1999
Bachelor of Science (B.S.)
JPMorgan Chase N.A September 2011 - Present
Chase Investment Services Corp December 2005 - September 2011
Northern Trust January 2003 - December 2005
American Express Financial Advisors 2001 - 2003
Morgan Stanley Dean Witter July 1999 - February 2001
Education
Union College 1995 — 1999
Bachelor of Science (B.S.)
Ella Wong's Northern Trust Experience August 2005 - January 2008
Job Homemaker
Industry Hospitality
Experience
Northern Trust August 2005 - January 2008
Kaspick & Company February 2002 - August 2005
Investors Bank and Trust 2002 - 2003
Education
University of California, Davis
BS, Managerial Economics
Northern Trust August 2005 - January 2008
Kaspick & Company February 2002 - August 2005
Investors Bank and Trust 2002 - 2003
Education
University of California, Davis
BS, Managerial Economics
Marleny Cheshier, CTFA's Northern Trust Experience July 1995 - September 2005
Job Vice PresidentWealth Management at Northern Trust
Industry Financial Services
Experience
The Northern Trust Company January 2008 - Present
BNY Mellon-Private Wealth Management September 2005 - December 2007
Northern Trust July 1995 - September 2005
Skills
Asset Allocation, Wealth Management, Portfolio Management, New Business Development, Equities, Wealth Management..., Trust Services, Strategic Financial..., Mutual Funds, Management, Investments, Investment Strategies, Investment Management, Investment Advisory, Financial Services, Asset Management, Alternative Investments, Banking, Fixed Income, Hedge Funds, Securities, Private Banking, Financial Planning
Education
Cannon Trust School 2008 — 2009
CTFA, Certified Trust and Financial Advisor
University of California, Irvine - The Paul Merage School of Business 2002 — 2005
Master of Business Administration (M.B.A.)
University of California, Los Angeles 1994 — 1998
B.A., Spanish Lit/Pre-Pharmacy
The Northern Trust Company January 2008 - Present
BNY Mellon-Private Wealth Management September 2005 - December 2007
Northern Trust July 1995 - September 2005
Skills
Asset Allocation, Wealth Management, Portfolio Management, New Business Development, Equities, Wealth Management..., Trust Services, Strategic Financial..., Mutual Funds, Management, Investments, Investment Strategies, Investment Management, Investment Advisory, Financial Services, Asset Management, Alternative Investments, Banking, Fixed Income, Hedge Funds, Securities, Private Banking, Financial Planning
Education
Cannon Trust School 2008 — 2009
CTFA, Certified Trust and Financial Advisor
University of California, Irvine - The Paul Merage School of Business 2002 — 2005
Master of Business Administration (M.B.A.)
University of California, Los Angeles 1994 — 1998
B.A., Spanish Lit/Pre-Pharmacy
Charles Harre's Northern Trust Experience June 2005 - July 2007
Job CFO at MidLakes Distributing
Industry Financial Services
Experience
Mid-Lakes Distributing March 2011 - Present
Magnetar Capital July 2007 - March 2011
Northern Trust June 2005 - July 2007
Calamos Investments April 2003 - June 2005
RS Investments May 1998 - March 2003
Education
University of California, Santa Barbara 1994 — 1998
BA, Business Economics, Accounting Emphasis
Mid-Lakes Distributing March 2011 - Present
Magnetar Capital July 2007 - March 2011
Northern Trust June 2005 - July 2007
Calamos Investments April 2003 - June 2005
RS Investments May 1998 - March 2003
Education
University of California, Santa Barbara 1994 — 1998
BA, Business Economics, Accounting Emphasis
Carolyn Bracks's Northern Trust Experience July 2013 - Present
Job Communication Strategist | Organizational Change | Employee Engagement | Talent Management
Industry Management Consulting
Experience
Northern Trust July 2013 - Present
Towers Watson July 2001 - August 2012
Watson Wyatt (now Towers Watson) July 1999 - July 2001
Mercer 1996 - 1999
Skills
Strategic Communications, Keen Listener, Intellectually Curious, Influential Communicator, Stakeholder Engagement, Employee Engagement, Behavior Change..., Talent Developer, Social Collaboration, Ideas Development, Passion for Helping..., Internal Communications, Change Management, Leadership, Organizational Design, Integrated Marketing, Talent Management, Strategy, Communication Training, Strategic Thinking, Executive Coaching, Thought Leadership, Communications Planning, Workshop Facilitation, Corporate Communications, Organizational..., Consulting
Education
University of Sydney 1986 — 1992
Bachelor of Arts (Hons), Linguistics and Education
University of California, Berkeley 1990 — 1990
Exchange Student
Northern Trust July 2013 - Present
Towers Watson July 2001 - August 2012
Watson Wyatt (now Towers Watson) July 1999 - July 2001
Mercer 1996 - 1999
Skills
Strategic Communications, Keen Listener, Intellectually Curious, Influential Communicator, Stakeholder Engagement, Employee Engagement, Behavior Change..., Talent Developer, Social Collaboration, Ideas Development, Passion for Helping..., Internal Communications, Change Management, Leadership, Organizational Design, Integrated Marketing, Talent Management, Strategy, Communication Training, Strategic Thinking, Executive Coaching, Thought Leadership, Communications Planning, Workshop Facilitation, Corporate Communications, Organizational..., Consulting
Education
University of Sydney 1986 — 1992
Bachelor of Arts (Hons), Linguistics and Education
University of California, Berkeley 1990 — 1990
Exchange Student
Adam Casavant's Northern Trust Experience June 2011 - November 2012
Job Vice President Relationship Manager at U.S. Bank
Industry Financial Services
Experience
U.S. Bank November 2012 - Present
Northern Trust June 2011 - November 2012
The Northern Trust 2009 - June 2011
Northern Trust October 2006 - April 2009
Skills
Financial Services, Portfolio Management, Financial Analysis, Fixed Income, Investments, Asset Management, Equities, Financial Modeling, Mutual Funds, Finance, Valuation, Alternative Investments
Education
Trinity College-Hartford 2000 — 2005
U.S. Bank November 2012 - Present
Northern Trust June 2011 - November 2012
The Northern Trust 2009 - June 2011
Northern Trust October 2006 - April 2009
Skills
Financial Services, Portfolio Management, Financial Analysis, Fixed Income, Investments, Asset Management, Equities, Financial Modeling, Mutual Funds, Finance, Valuation, Alternative Investments
Education
Trinity College-Hartford 2000 — 2005
Dan Pomerantz, CFA's Northern Trust Experience 2004 - September 2012
Job Principal at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust September 2012 - Present
CFA Society of Los Angeles 1998 - Present
Northern Trust 2004 - September 2012
Opus Investment Advisors, LLC November 2002 - July 2004
Toyota Financial Services July 2000 - November 2002
United States Department of Defense March 1992 - July 2000
Skills
Chartered Financial..., Certified Financial..., Portfolio Management, Behavioral Finance, Asset Allocation, Fixed Income, Equities, Hedge Funds, Trading, Alternative Investments, Investment Strategies, Finance, High Net Worth..., Investments, Wealth Management, Investment Advisory, Asset Management, Securities, Mutual Funds, Equity Research, Series 7
Education
UCLA Anderson School of Management 1997 — 2000
MBA, Investments
University of California, Los Angeles 1990 — 1991
MS, Structural Engineering
University of California, Los Angeles 1985 — 1989
BS, Civil Engineering
Bessemer Trust September 2012 - Present
CFA Society of Los Angeles 1998 - Present
Northern Trust 2004 - September 2012
Opus Investment Advisors, LLC November 2002 - July 2004
Toyota Financial Services July 2000 - November 2002
United States Department of Defense March 1992 - July 2000
Skills
Chartered Financial..., Certified Financial..., Portfolio Management, Behavioral Finance, Asset Allocation, Fixed Income, Equities, Hedge Funds, Trading, Alternative Investments, Investment Strategies, Finance, High Net Worth..., Investments, Wealth Management, Investment Advisory, Asset Management, Securities, Mutual Funds, Equity Research, Series 7
Education
UCLA Anderson School of Management 1997 — 2000
MBA, Investments
University of California, Los Angeles 1990 — 1991
MS, Structural Engineering
University of California, Los Angeles 1985 — 1989
BS, Civil Engineering
Victoria Vodolazschi's Northern Trust Experience November 2006 - Present
Job Director of Hedge Funds Investments at Northern Trust
Industry Investment Management
Experience
Northern Trust November 2006 - Present
Tremont Capital Management 2001 - 2003
JPMorgan Chase 1999 - 2001
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA
Trinity College-Hartford
BA, Economics
Northern Trust November 2006 - Present
Tremont Capital Management 2001 - 2003
JPMorgan Chase 1999 - 2001
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA
Trinity College-Hartford
BA, Economics
Chuck Goodspeed's Northern Trust Experience September 2009 - December 2010
Job Senior Application Development Manager at Microsoft
Industry Computer Software
Experience
Microsoft July 2014 - Present
Microsoft April 2012 - Present
WCIRB January 2011 - April 2012
NOAH Soft, Inc January 2005 - April 2012
Northern Trust September 2009 - December 2010
Citadel Investment Group April 2008 - July 2009
Allstate May 2006 - April 2008
NOAH Soft LLC February 2005 - April 2006
Alvion Technologies March 2004 - January 2005
Alvion Technologies March 2003 - February 2004
Skills
C#, Databases, WCF, .NET, Agile Methodologies, Architecture, ASP.NET, Visual Studio, Design Patterns, Solution Architecture, Microsoft SQL Server, ASP.NET AJAX, SOA, Web Services, SDLC, Software Development, Integration, XML, Software Project..., TFS, IIS, SharePoint, WPF, SSIS, UML, Database Design, AJAX, SQL, Program Management, Enterprise Architecture, Enterprise Software, Unix, ETL, Distributed Systems, Application Architecture, Agile Project Management, Web Applications, OOP, Software Design, T-SQL, SSRS, LINQ, Business Intelligence, Scrum, ASP.NET MVC, Silverlight, E-commerce, Windows Azure, Architectures
Education
University of California, Los Angeles 1970 — 1974
Bachelor of Arts (B.A.), English Language and Literature/Letters
Microsoft July 2014 - Present
Microsoft April 2012 - Present
WCIRB January 2011 - April 2012
NOAH Soft, Inc January 2005 - April 2012
Northern Trust September 2009 - December 2010
Citadel Investment Group April 2008 - July 2009
Allstate May 2006 - April 2008
NOAH Soft LLC February 2005 - April 2006
Alvion Technologies March 2004 - January 2005
Alvion Technologies March 2003 - February 2004
Skills
C#, Databases, WCF, .NET, Agile Methodologies, Architecture, ASP.NET, Visual Studio, Design Patterns, Solution Architecture, Microsoft SQL Server, ASP.NET AJAX, SOA, Web Services, SDLC, Software Development, Integration, XML, Software Project..., TFS, IIS, SharePoint, WPF, SSIS, UML, Database Design, AJAX, SQL, Program Management, Enterprise Architecture, Enterprise Software, Unix, ETL, Distributed Systems, Application Architecture, Agile Project Management, Web Applications, OOP, Software Design, T-SQL, SSRS, LINQ, Business Intelligence, Scrum, ASP.NET MVC, Silverlight, E-commerce, Windows Azure, Architectures
Education
University of California, Los Angeles 1970 — 1974
Bachelor of Arts (B.A.), English Language and Literature/Letters
Brian C. Heilman's Northern Trust Experience April 2012 - Present
Job Senior Portfolio Manager at Northern Trust
Industry Investment Management
Experience
Northern Trust April 2012 - Present
US Trust Bank of America Private Wealth Management October 1998 - April 2012
Banc One Investment Advisors (a predecessor of JP Morgan) January 1994 - October 1998
Skills
CFA, CAIA, Asset Managment, Investment Policy, ETFs, Fixed Income, Alternative Assets, Investments, Separate Accounts, Mutual Funds, Separately Managed..., Chartered Financial...
Education
University of California, Los Angeles - The Anderson School of Management 1984 — 1986
Master of Business Administration (M.B.A.), Finance/Marketing
Northern Trust April 2012 - Present
US Trust Bank of America Private Wealth Management October 1998 - April 2012
Banc One Investment Advisors (a predecessor of JP Morgan) January 1994 - October 1998
Skills
CFA, CAIA, Asset Managment, Investment Policy, ETFs, Fixed Income, Alternative Assets, Investments, Separate Accounts, Mutual Funds, Separately Managed..., Chartered Financial...
Education
University of California, Los Angeles - The Anderson School of Management 1984 — 1986
Master of Business Administration (M.B.A.), Finance/Marketing
Miguel Celi's Northern Trust Experience June 2001 - June 2002
Job Senior Technical DBA for DB2 LUW & DW Specialist at American Express Technology
Industry Information Technology and Services
Experience
American Express October 2008 - Present
Spherion November 2002 - September 2008
Blue Cross Blue Shield of Michigan June 2002 - November 2002
Northern Trust June 2001 - June 2002
CIGNA January 2001 - June 2001
Boston University November 1999 - December 2000
Prudential Insurance October 1998 - October 1999
Prudential Financial April 1998 - October 1998
UnitedHealth Group October 1996 - March 1998
SUPERVALU August 1995 - August 1996
Skills
Virtualization, Data Compression, Data Modeling, Websphere, DB2, Data Warehousing, Mainframe, Database Design, Performance Tuning, ETL, COBOL, Business Intelligence, Databases, Oracle, Disaster Recovery, SDLC, SQL Tuning, Unix, SQL, AIX, Microsoft SQL Server, Data Migration, Software Documentation, Visual Basic, Erwin, High Availability, XML, z/OS, Operating Systems, Stored Procedures, CICS, IBM AIX
Education
Universidad Complutense de Madrid 1979 — 1985
BS Computer Engineering, BS on Computer Engineering
American Express October 2008 - Present
Spherion November 2002 - September 2008
Blue Cross Blue Shield of Michigan June 2002 - November 2002
Northern Trust June 2001 - June 2002
CIGNA January 2001 - June 2001
Boston University November 1999 - December 2000
Prudential Insurance October 1998 - October 1999
Prudential Financial April 1998 - October 1998
UnitedHealth Group October 1996 - March 1998
SUPERVALU August 1995 - August 1996
Skills
Virtualization, Data Compression, Data Modeling, Websphere, DB2, Data Warehousing, Mainframe, Database Design, Performance Tuning, ETL, COBOL, Business Intelligence, Databases, Oracle, Disaster Recovery, SDLC, SQL Tuning, Unix, SQL, AIX, Microsoft SQL Server, Data Migration, Software Documentation, Visual Basic, Erwin, High Availability, XML, z/OS, Operating Systems, Stored Procedures, CICS, IBM AIX
Education
Universidad Complutense de Madrid 1979 — 1985
BS Computer Engineering, BS on Computer Engineering
Louis Schwartz's Northern Trust Experience September 2010 - Present
Job Senior Vice President Network Management at Northern Trust
Industry Financial Services
Experience
Northern Trust September 2010 - Present
Fidelity Investments November 2007 - September 2010
State Street Bank November 1999 - November 2007
State Street Bank July 1997 - November 1999
Skills
Financial Services, Financial Risk, Global Custody, Corporate Actions, Settlement, Securities, Mutual Funds, Fixed Income, Back Office, Equities, Securities Lending, Bonds, Financial Markets, Relationship Management
Education
Union College 1993 — 1997
BA, Economics
Commack High School 1989 — 1993
Northern Trust September 2010 - Present
Fidelity Investments November 2007 - September 2010
State Street Bank November 1999 - November 2007
State Street Bank July 1997 - November 1999
Skills
Financial Services, Financial Risk, Global Custody, Corporate Actions, Settlement, Securities, Mutual Funds, Fixed Income, Back Office, Equities, Securities Lending, Bonds, Financial Markets, Relationship Management
Education
Union College 1993 — 1997
BA, Economics
Commack High School 1989 — 1993
Jennifer Lensing's Northern Trust Experience June 2010 - October 2012
Job Research Manager at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments October 2012 - Present
Northern Trust June 2010 - October 2012
Natixis Global Asset Management October 2006 - May 2010
Amegy Bank June 2004 - June 2006
Skills
Investments, Asset Allocation
Education
Trinity University 2001 — 2004
2004Bachelor
Franklin Templeton Investments October 2012 - Present
Northern Trust June 2010 - October 2012
Natixis Global Asset Management October 2006 - May 2010
Amegy Bank June 2004 - June 2006
Skills
Investments, Asset Allocation
Education
Trinity University 2001 — 2004
2004Bachelor
Veronica Caltun's Northern Trust Experience September 2010 - Present
Job Sr. Business Integration Analyst at Russell Investments
Industry Capital Markets
Experience
Russell Investments June 2015 - Present
Northern Trust September 2010 - Present
Washington Mutual September 2004 - April 2009
Skills
SDLC, Vendor Management, Business Analysis, Banking, Visio, Fixed Income, Risk Management, Data Warehousing, Business Intelligence, Derivatives, Requirements Gathering, Software Project...
Education
Russell Investments June 2015 - Present
Northern Trust September 2010 - Present
Washington Mutual September 2004 - April 2009
Skills
SDLC, Vendor Management, Business Analysis, Banking, Visio, Fixed Income, Risk Management, Data Warehousing, Business Intelligence, Derivatives, Requirements Gathering, Software Project...
Education
Elizabeth Ary's Northern Trust Experience May 2006 - December 2009
Job Trust and Estate Officer, Exec. Dir., JP Morgan
Industry Banking
Experience
J.P. Morgan December 2009 - Present
Northern Trust May 2006 - December 2009
Education
Tulane University Law School 2002 — 2005
JD
University of Wisconsin-Madison 1989 — 1993
BS
J.P. Morgan December 2009 - Present
Northern Trust May 2006 - December 2009
Education
Tulane University Law School 2002 — 2005
JD
University of Wisconsin-Madison 1989 — 1993
BS
David McPhillips's Northern Trust Experience Director of Consultant RelationsNorthern TrustJanuary 2010 - Present
Job Director of Consultant Relations at Northern Trust
Industry Financial Services
Experience
Northern Trust Director of Consultant RelationsNorthern TrustJanuary 2010 - Present
Northern Trust Global Investments 2005 - Present
Education
University College Dublin 1993 — 1997
Northern Trust Director of Consultant RelationsNorthern TrustJanuary 2010 - Present
Northern Trust Global Investments 2005 - Present
Education
University College Dublin 1993 — 1997
Desbois Alain-Olivier's Northern Trust Experience June 1997 - October 2000
Job Venture Coach & Strategic Development at EspaceINC
Industry Venture Capital & Private Equity
Experience
Espace-INC 2015 - Present
Elements Financial January 2005 - Present
Cycle Capital Management January 2005 - June 2012
Caisse de dépôt et placement du Québec 2000 - 2004
Northern Trust June 1997 - October 2000
Skills
Venture Capital, Investments, Corporate Development, Hedge Funds, Equities, Private Equity, Due Diligence, Alternative Investments, Portfolio Management, Business Strategy, Start-ups, Equity Research, Strategy, Mergers & Acquisitions, Valuation, Cleantech, Corporate Governance, Sustainable Development, Capital, Clean Technology, Investor Relations, Emerging Markets, Finance
Education
Université de Sherbrooke 1994 — 1997
B.A. Commerce Maj. Finance
Espace-INC 2015 - Present
Elements Financial January 2005 - Present
Cycle Capital Management January 2005 - June 2012
Caisse de dépôt et placement du Québec 2000 - 2004
Northern Trust June 1997 - October 2000
Skills
Venture Capital, Investments, Corporate Development, Hedge Funds, Equities, Private Equity, Due Diligence, Alternative Investments, Portfolio Management, Business Strategy, Start-ups, Equity Research, Strategy, Mergers & Acquisitions, Valuation, Cleantech, Corporate Governance, Sustainable Development, Capital, Clean Technology, Investor Relations, Emerging Markets, Finance
Education
Université de Sherbrooke 1994 — 1997
B.A. Commerce Maj. Finance
Prabal Guha's Northern Trust Experience March 1996 - December 1996
Job Health Care Sr.Auditor
Industry Hospital & Health Care
Experience
WellPoint February 1999 - August 2008
Northern Trust March 1996 - December 1996
Education
University of Calcutta
M.COM, LLB, ACCOUNTING AND LAW
WellPoint February 1999 - August 2008
Northern Trust March 1996 - December 1996
Education
University of Calcutta
M.COM, LLB, ACCOUNTING AND LAW
Michael Paissides's Northern Trust Experience December 1998 - Present
Job Private Banker | Relationship Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust December 1998 - Present
Bank of America September 1996 - November 1998
Skills
Banking, Private Banking, Treasury Management, Relationship Management, Cash Management, Nonprofits, Commercial Banking, Wealth Management, Financial Services, High Net Worth..., Team Leadership, Client Service Oriented, Risk and Compliance, Risk Management, Compliance, Remote Deposit Capture, Problem Solving, Loans, Mutual Funds
Education
University of California, Los Angeles 1991 — 1995
BS, Molecular Cellular and Developmental Biology
Northern Trust December 1998 - Present
Bank of America September 1996 - November 1998
Skills
Banking, Private Banking, Treasury Management, Relationship Management, Cash Management, Nonprofits, Commercial Banking, Wealth Management, Financial Services, High Net Worth..., Team Leadership, Client Service Oriented, Risk and Compliance, Risk Management, Compliance, Remote Deposit Capture, Problem Solving, Loans, Mutual Funds
Education
University of California, Los Angeles 1991 — 1995
BS, Molecular Cellular and Developmental Biology
Lisa Tine's Northern Trust Experience 1991 - 1996
Job Trust Officer at Oregon Pacific Bank
Industry Financial Services
Experience
Oregon Pacific Bank July 2006 - Present
Umpqua Bank 1998 - 2006
US Bank 1996 - 1998
Northern Trust 1991 - 1996
Education
University of California, Los Angeles 1986 — 1989
Bachelors, English
Oregon Pacific Bank July 2006 - Present
Umpqua Bank 1998 - 2006
US Bank 1996 - 1998
Northern Trust 1991 - 1996
Education
University of California, Los Angeles 1986 — 1989
Bachelors, English
Chad Driedger, CFA's Northern Trust Experience January 2008 - February 2012
Job Vice President, Northern Trust Securities, Inc.
Industry Investment Management
Experience
Northern Trust Securities, Inc. February 2012 - Present
Northern Trust January 2008 - February 2012
M&I Wealth Management April 2004 - January 2008
Skills
Portfolio Management, Asset Allocation, Investment Strategies, Investments, Asset Managment, Series 7, Investment Management, Equities, Wealth Management, Alternative Investments, Mutual Funds, Equity Research, Financial Modeling, Bloomberg, Fixed Income
Education
University of Arizona, Eller College of Management 2004 — 2006
MBA, Finance
University of Arizona 1997 — 1999
BSBA, Finance
Northern Trust Securities, Inc. February 2012 - Present
Northern Trust January 2008 - February 2012
M&I Wealth Management April 2004 - January 2008
Skills
Portfolio Management, Asset Allocation, Investment Strategies, Investments, Asset Managment, Series 7, Investment Management, Equities, Wealth Management, Alternative Investments, Mutual Funds, Equity Research, Financial Modeling, Bloomberg, Fixed Income
Education
University of Arizona, Eller College of Management 2004 — 2006
MBA, Finance
University of Arizona 1997 — 1999
BSBA, Finance
Dean Isensee's Northern Trust Experience June 2005 - Present
Job Sr. Consultant at Northern Trust
Industry Information Technology and Services
Experience
Northern Trust June 2005 - Present
Sofbang, LLC 1999 - 2002
Skills
Business Analysis, Management Consulting, Business Intelligence, Change Management, Requirements Analysis, SDLC, Project Management, Software Project..., Microsoft SQL Server, Coaching, Vendor Management, Business Strategy, IT Strategy
Education
The University of Winnipeg 1978 — 1994
BS, Business Computing
Northern Trust June 2005 - Present
Sofbang, LLC 1999 - 2002
Skills
Business Analysis, Management Consulting, Business Intelligence, Change Management, Requirements Analysis, SDLC, Project Management, Software Project..., Microsoft SQL Server, Coaching, Vendor Management, Business Strategy, IT Strategy
Education
The University of Winnipeg 1978 — 1994
BS, Business Computing
Warren Cathcart's Northern Trust Experience May 2005 - August 2005
Job Commercial Real Estate
Industry Financial Services
Experience
The Blackstone Group July 2006 - Present
Northern Trust May 2005 - August 2005
Education
Hotchkiss
University of Auckland
Semester Abroad
University of North Carolina at Chapel Hill
BSBA, Business Administration and English
The Blackstone Group July 2006 - Present
Northern Trust May 2005 - August 2005
Education
Hotchkiss
University of Auckland
Semester Abroad
University of North Carolina at Chapel Hill
BSBA, Business Administration and English
Dave Swainson's Northern Trust Experience October 1997 - Present
Job Senior Vice President Northern Trust
Industry Financial Services
Experience
Northern Trust October 1997 - Present
Misys 1989 - 1997
Education
UCL 1985 — 1988
BSc, Statistics
Newquay Tretherras 1978 — 1985
Northern Trust October 1997 - Present
Misys 1989 - 1997
Education
UCL 1985 — 1988
BSc, Statistics
Newquay Tretherras 1978 — 1985
Wendy Roberg's Northern Trust Experience 1990 - 2007
Job Independent Banking Professional
Industry Banking
Experience
northern trust 1990 - 2007
Education
Thunderbird School of Global Management
northern trust 1990 - 2007
Education
Thunderbird School of Global Management
Mark N. Lindblom's Northern Trust Experience August 2012 - February 2013
Job Independent Portfolio Consultants
Industry Investment Management
Experience
Independent Portfolio Consultants April 2013 - Present
Northern Trust August 2012 - February 2013
LobePro Rotary Pumps July 2011 - June 2012
Lehman Brothers June 2004 - July 2008
Morgan Stanley December 1991 - June 2004
Skills
Equities, Capital Markets, Equity Research, Hedge Funds, Portfolio Management, Equity Valuation, Derivatives, Investment Banking, Alternative Investments, Options, Financial Modeling, Private Equity
Education
University of Alabama 1978 — 1983
BS, Finance
Independent Portfolio Consultants April 2013 - Present
Northern Trust August 2012 - February 2013
LobePro Rotary Pumps July 2011 - June 2012
Lehman Brothers June 2004 - July 2008
Morgan Stanley December 1991 - June 2004
Skills
Equities, Capital Markets, Equity Research, Hedge Funds, Portfolio Management, Equity Valuation, Derivatives, Investment Banking, Alternative Investments, Options, Financial Modeling, Private Equity
Education
University of Alabama 1978 — 1983
BS, Finance
Michelle Runyon's Northern Trust Experience August 1998 - August 2000
Job Wealth Advisor, Vice President
Industry Financial Services
Experience
Wells Fargo Private Bank May 2010 - Present
US Trust March 2007 - May 2010
US Trust April 2002 - March 2007
US Trust September 2000 - April 2002
Northern Trust August 1998 - August 2000
Skills
Asset Management, Financial Planning, Asset Allocation, Wealth Management, Accounting, Strategic Financial..., Estate Planning, Investment Management, Risk Management, Finance, Financial Analysis, High Net Worth..., Wealth Management..., Relationship Management, Mutual Funds, Management, Investments
Education
University of California, Davis - Graduate School of Management 2007 — 2010
MBA, Finance and Marketing
University of California, Irvine
BA, Social Science
Wells Fargo Private Bank May 2010 - Present
US Trust March 2007 - May 2010
US Trust April 2002 - March 2007
US Trust September 2000 - April 2002
Northern Trust August 1998 - August 2000
Skills
Asset Management, Financial Planning, Asset Allocation, Wealth Management, Accounting, Strategic Financial..., Estate Planning, Investment Management, Risk Management, Finance, Financial Analysis, High Net Worth..., Wealth Management..., Relationship Management, Mutual Funds, Management, Investments
Education
University of California, Davis - Graduate School of Management 2007 — 2010
MBA, Finance and Marketing
University of California, Irvine
BA, Social Science
Tim McHugh, CFA's Northern Trust Experience March 2009 - November 2010
Job Associate at RREEF
Industry Investment Management
Experience
RREEF November 2010 - Present
Northern Trust March 2009 - November 2010
Northern Trust July 2007 - March 2009
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelor of Science in Finance minor in Technology & Management
University College Dublin 2005 — 2005
Summer Program, Business & History
RREEF November 2010 - Present
Northern Trust March 2009 - November 2010
Northern Trust July 2007 - March 2009
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelor of Science in Finance minor in Technology & Management
University College Dublin 2005 — 2005
Summer Program, Business & History
Angel Zapata's Northern Trust Experience 2001 - 2008
Job Senior Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2010 - Present
Wachovia May 2008 - January 2010
Northern Trust 2001 - 2008
BrightLight Communications 1996 - 2001
National Latino Communications Center 1995 - 1996
Puerto Rican Legal Defense and Education Fund 1994 - 1995
KCET 1991 - 1994
The Joyce Foundation June 1986 - February 1991
Skills
Loans, Public Speaking, Fundraising, Affordable Housing, Non-profits, Community Outreach, Nonprofits, Banking, Financial Education, Community Development, Strategic Planning, Public Policy, Asset Management, Strategy, Program Management, Financial Analysis, Portfolio Management, Investments, Leadership, Business Development, Financial Services, Credit, Commercial Lending, Wealth Management, Consumer Lending, Mortgage Lending, Investment Advisory, Mutual Funds, Asset Allocation, Retirement Planning, Finance, Strategic Financial..., Small Business, Relationship Management, Risk Management, Marketing, Financial Planning, Management, Program Development, Event Planning, Grant Writing, Volunteer Management, Analysis
Education
Pacific Coast Banking School at the University of Washington
Executive management program focusing on risk management, financial performance and leadership.
University of Southern California - Marshall School of Business
MBA
University of California, Los Angeles
BA, Political Science with dual concentrations in International Relations and Public Administration
Lane Tech High School
Pre-Engineering
Wells Fargo January 2010 - Present
Wachovia May 2008 - January 2010
Northern Trust 2001 - 2008
BrightLight Communications 1996 - 2001
National Latino Communications Center 1995 - 1996
Puerto Rican Legal Defense and Education Fund 1994 - 1995
KCET 1991 - 1994
The Joyce Foundation June 1986 - February 1991
Skills
Loans, Public Speaking, Fundraising, Affordable Housing, Non-profits, Community Outreach, Nonprofits, Banking, Financial Education, Community Development, Strategic Planning, Public Policy, Asset Management, Strategy, Program Management, Financial Analysis, Portfolio Management, Investments, Leadership, Business Development, Financial Services, Credit, Commercial Lending, Wealth Management, Consumer Lending, Mortgage Lending, Investment Advisory, Mutual Funds, Asset Allocation, Retirement Planning, Finance, Strategic Financial..., Small Business, Relationship Management, Risk Management, Marketing, Financial Planning, Management, Program Development, Event Planning, Grant Writing, Volunteer Management, Analysis
Education
Pacific Coast Banking School at the University of Washington
Executive management program focusing on risk management, financial performance and leadership.
University of Southern California - Marshall School of Business
MBA
University of California, Los Angeles
BA, Political Science with dual concentrations in International Relations and Public Administration
Lane Tech High School
Pre-Engineering
Bob Tiedemann's Northern Trust Experience 1992 - 2001
Job Experienced CEO and Wealth Management Executive
Industry Financial Services
Experience
B&R Liquid Adventure 2013 - 2015
US Bank 2001 - 2012
Northern Trust 1992 - 2001
Skills
Leadership Development, Asset Management, Coaching, Private Banking, Wealth Management, Mentoring, Change Management, Team Building, Private Wealth..., Wealth, Wealth Management..., Portfolio Management, Asset Managment, Risk Management, Equities, Investments, Investment Advisory, Investment Management, Commercial Lending, Trust Services, Strategic Financial..., Banking, Fixed Income, Mutual Funds, Investment Strategies, Asset Allocation, High Net Worth..., Alternative Investments, Credit, Securities, Hedge Funds, Series 7, Capital Markets, Financial Services, Bonds, Financial Planning, Loans
Education
UCLA Anderson School of Management 1978 — 1980
MBA, Finance
University of California, Los Angeles 1972 — 1976
BA, Economics
B&R Liquid Adventure 2013 - 2015
US Bank 2001 - 2012
Northern Trust 1992 - 2001
Skills
Leadership Development, Asset Management, Coaching, Private Banking, Wealth Management, Mentoring, Change Management, Team Building, Private Wealth..., Wealth, Wealth Management..., Portfolio Management, Asset Managment, Risk Management, Equities, Investments, Investment Advisory, Investment Management, Commercial Lending, Trust Services, Strategic Financial..., Banking, Fixed Income, Mutual Funds, Investment Strategies, Asset Allocation, High Net Worth..., Alternative Investments, Credit, Securities, Hedge Funds, Series 7, Capital Markets, Financial Services, Bonds, Financial Planning, Loans
Education
UCLA Anderson School of Management 1978 — 1980
MBA, Finance
University of California, Los Angeles 1972 — 1976
BA, Economics
Ann Syring's Northern Trust Experience May 2000 - June 2006
Job Independent Financial Services Professional
Industry Financial Services
Experience
Northern Trust May 2000 - June 2006
Carl Domino Associates, LP October 1989 - May 2000
Skills
Equities, Portfolio Management, Wealth Management, Mutual Funds, Investments, Investment Advisory, Asset Management, Series 7, Financial Services, Investment Management, Fixed Income
Education
Tufts University 1965 — 1968
BA, Sociology, Philosophy
Northern Trust May 2000 - June 2006
Carl Domino Associates, LP October 1989 - May 2000
Skills
Equities, Portfolio Management, Wealth Management, Mutual Funds, Investments, Investment Advisory, Asset Management, Series 7, Financial Services, Investment Management, Fixed Income
Education
Tufts University 1965 — 1968
BA, Sociology, Philosophy
James Treat's Northern Trust Experience 2000 - 2003
Job Programmer / Developer
Industry Information Technology and Services
Experience
Freelance Web Development 2009 - Present
CHD Expert 2009 - 2009
Richardson Electronics 2002 - 2003
Northern Trust 2000 - 2003
UBS Brinson 2000 - 2000
Skills
Software Development, SQL, Microsoft SQL Server, Transact SQL, Microsoft Access, VBA, Project Management, CSS, HTML, Integration, Java, Microsoft Excel, MySQL, Windows, Business Analysis, Requirements Analysis
Education
Trinity International University 1988 — 2005
MDiv
University of Wisconsin-Milwaukee
Bachelor of Science, Chemical Process Engieering
Freelance Web Development 2009 - Present
CHD Expert 2009 - 2009
Richardson Electronics 2002 - 2003
Northern Trust 2000 - 2003
UBS Brinson 2000 - 2000
Skills
Software Development, SQL, Microsoft SQL Server, Transact SQL, Microsoft Access, VBA, Project Management, CSS, HTML, Integration, Java, Microsoft Excel, MySQL, Windows, Business Analysis, Requirements Analysis
Education
Trinity International University 1988 — 2005
MDiv
University of Wisconsin-Milwaukee
Bachelor of Science, Chemical Process Engieering
Carrie Stephens's Northern Trust Experience October 1999 - October 2002
Job Administrative Assistant at The Ayco Company, L.P.
Industry Executive Office
Experience
The Ayco Company, L.P. July 2009 - Present
Cambridge Leather April 2005 - February 2009
Royal Lane Academy January 2003 - March 2004
Northern Trust October 1999 - October 2002
Skills
Event Planning, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, Administrative..., Outlook, Lotus Notes, Spreadsheets, PowerPoint
Education
Trinity University 1991 — 1992
Poli Sci, Sociology
The Ayco Company, L.P. July 2009 - Present
Cambridge Leather April 2005 - February 2009
Royal Lane Academy January 2003 - March 2004
Northern Trust October 1999 - October 2002
Skills
Event Planning, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, Administrative..., Outlook, Lotus Notes, Spreadsheets, PowerPoint
Education
Trinity University 1991 — 1992
Poli Sci, Sociology
Elizabeth Ansbro's Northern Trust Experience July 2000 - Present
Job Team Leader/Fed Trade Settlements at Northern Trust
Industry Banking
Experience
Northern Trust July 2000 - Present
Education
Triton-College 1987 — 1989
2 years, Business
Northern Trust July 2000 - Present
Education
Triton-College 1987 — 1989
2 years, Business
Nancy Holden, CFA's Northern Trust Experience August 1998 - February 2002
Job Senior Managing Director; Head of Client Relations
Industry Financial Services
Experience
INTECH Investment Management LLC October 2010 - Present
Janus Capital Group March 2002 - July 2011
Northern Trust August 1998 - February 2002
Norwest Bank July 1993 - July 1998
Wells Fargo Bank October 1987 - June 1993
Education
University of California, Santa Barbara 1981 — 1986
BA, Business Economics
INTECH Investment Management LLC October 2010 - Present
Janus Capital Group March 2002 - July 2011
Northern Trust August 1998 - February 2002
Norwest Bank July 1993 - July 1998
Wells Fargo Bank October 1987 - June 1993
Education
University of California, Santa Barbara 1981 — 1986
BA, Business Economics
Gregory Cygan's Northern Trust Experience January 2010 - Present
Job Vice President, Senior Trust Administrator at Northern Trust
Industry Banking
Experience
Northern Trust January 2010 - Present
Northern Trust April 2006 - December 2009
Northern Trust February 2000 - March 2006
Skills
Estate Planning, Wealth Management, Asset Allocation, Investment Advisory, Trusts, Mutual Funds, Portfolio Management, Trust Services, Asset Management, High Net Worth..., Series 7, Investments, Securities, Private Banking, Loans, Equities, Retirement Planning, Wealth, Wealth Management..., Alternative Investments
Education
University of Arizona, James E. Rogers College of Law 1989 — 1991
JD
University of Arizona 1986 — 1989
Bachelor's degree, Finance
Northern Trust January 2010 - Present
Northern Trust April 2006 - December 2009
Northern Trust February 2000 - March 2006
Skills
Estate Planning, Wealth Management, Asset Allocation, Investment Advisory, Trusts, Mutual Funds, Portfolio Management, Trust Services, Asset Management, High Net Worth..., Series 7, Investments, Securities, Private Banking, Loans, Equities, Retirement Planning, Wealth, Wealth Management..., Alternative Investments
Education
University of Arizona, James E. Rogers College of Law 1989 — 1991
JD
University of Arizona 1986 — 1989
Bachelor's degree, Finance
Carol Lichounas's Northern Trust Experience October 2011 - February 2013
Job Quality Assurance Lead at Grant Thornton
Industry Computer Software
Experience
Grant Thornton LLP April 2013 - Present
Northern Trust October 2011 - February 2013
Playboy Enterprises November 2010 - October 2011
AC Nielsen September 2010 - November 2010
US Cellular March 2010 - August 2010
JPMorgan Chase July 2009 - October 2009
YRC Worldwide Technologies 2004 - 2009
Boise Cascade Office Products 1999 - 2002
Skills
SDLC, Quality Assurance, Test Cases, Agile Methodologies, Business Analysis, Team Leadership, Process Improvement, User Acceptance Testing, Testing, SQL, Vendor Management, Management, Test Strategy, Visio, Project Management, Software Project..., SharePoint, Software Development, IT Strategy, Business Intelligence
Education
Triton-College
Computer Science
Triton-College
Computer Science
Grant Thornton LLP April 2013 - Present
Northern Trust October 2011 - February 2013
Playboy Enterprises November 2010 - October 2011
AC Nielsen September 2010 - November 2010
US Cellular March 2010 - August 2010
JPMorgan Chase July 2009 - October 2009
YRC Worldwide Technologies 2004 - 2009
Boise Cascade Office Products 1999 - 2002
Skills
SDLC, Quality Assurance, Test Cases, Agile Methodologies, Business Analysis, Team Leadership, Process Improvement, User Acceptance Testing, Testing, SQL, Vendor Management, Management, Test Strategy, Visio, Project Management, Software Project..., SharePoint, Software Development, IT Strategy, Business Intelligence
Education
Triton-College
Computer Science
Triton-College
Computer Science
robert allong's Northern Trust Experience January 2008 - Present
Job estate settlement officer at Northern Trust
Industry Financial Services
Experience
Northern Trust January 2008 - Present
Bank of America July 2005 - December 2007
Wells Fargo September 2002 - October 2006
Skills
Portfolio Management, Financial Analysis, Banking, Asset Management, Microsoft Office, Wealth Management, Research, Customer Service, Public Speaking, Microsoft Excel, Microsoft Word, Investments, Risk Management, Strategic Planning, Mortgage Lending, Leadership
Education
University of California, Hastings College of the Law 1992 — 1995
Doctor of Law (JD)
University of Notre Dame 1988 — 1992
BA, english
Northern Trust January 2008 - Present
Bank of America July 2005 - December 2007
Wells Fargo September 2002 - October 2006
Skills
Portfolio Management, Financial Analysis, Banking, Asset Management, Microsoft Office, Wealth Management, Research, Customer Service, Public Speaking, Microsoft Excel, Microsoft Word, Investments, Risk Management, Strategic Planning, Mortgage Lending, Leadership
Education
University of California, Hastings College of the Law 1992 — 1995
Doctor of Law (JD)
University of Notre Dame 1988 — 1992
BA, english
Michael Bracci's Northern Trust Experience 2003 - Present
Job President Palm Beach/Treasure Coast Region at Northern Trust
Industry Financial Services
Experience
Northern Trust 2003 - Present
Northern Trust January 2001 - November 2003
Northern Trust July 1998 - November 2003
Northern Trust July 1993 - July 1998
First Union National Bank September 1987 - July 1993
Skills
Banking, Wealth Management, Asset Managment, Investments, Portfolio Management, Asset Management, Series 7, Mutual Funds, Private Banking, Estate Planning, Alternative Investments, Wealth Management..., Fixed Income, Asset Allocation, Equities, Hedge Funds, Series 63, Securities
Education
Tulane University 1983 — 1987
BA, Economics
Northern Trust 2003 - Present
Northern Trust January 2001 - November 2003
Northern Trust July 1998 - November 2003
Northern Trust July 1993 - July 1998
First Union National Bank September 1987 - July 1993
Skills
Banking, Wealth Management, Asset Managment, Investments, Portfolio Management, Asset Management, Series 7, Mutual Funds, Private Banking, Estate Planning, Alternative Investments, Wealth Management..., Fixed Income, Asset Allocation, Equities, Hedge Funds, Series 63, Securities
Education
Tulane University 1983 — 1987
BA, Economics
Carlos Noble's Northern Trust Experience August 1980 - Present
Job Sr. VP at Northern Trust
Industry Financial Services
Experience
Northern Trust August 1980 - Present
Education
Thunderbird School of Global Management 1975 — 1976
Masters in Int"l Management
Georgetown University 1970 — 1974
BS Foreign Service
Northern Trust August 1980 - Present
Education
Thunderbird School of Global Management 1975 — 1976
Masters in Int"l Management
Georgetown University 1970 — 1974
BS Foreign Service
Elisabeth McLaughlin's Northern Trust Experience December 2010 - August 2011
Job Federal Reserve Bank Chicago Policy Analysis Risk Management Specialist
Industry Banking
Experience
Federal Reserve Bank of Chicago May 2014 - Present
Federal Reserve Bank of Chicago August 2011 - May 2014
Northern Trust December 2010 - August 2011
Neal & Leroy, LLC October 2010 - December 2010
Marks, Golia & Finch, LLP July 2009 - May 2010
Luce, Forward, Hamilton & Scripps, LLP January 2009 - June 2009
Luce, Forward, Hamilton & Scripps, LLP May 2007 - August 2007
Deloitte, LLP September 2003 - December 2004
Deloitte June 2002 - August 2002
Skills
Appeals, Auditing, Corporate Law, Sarbanes-Oxley Act, Litigation, Mediation, Employment Law, Internal Audit, Trusts, Legal Research, Mergers & Acquisitions, Litigation Support, Corporate Governance, Internal Controls, Real Estate, Legal Assistance, Westlaw, Arbitration, Analysis, Securities, Mergers, Trials, Commercial Litigation, Legal Writing, Financial Reporting, Courts, Intellectual Property, Banking, Civil Litigation, Due Diligence, Estate Planning, Banking Law
Education
University of California, Berkeley - School of Law 2005 — 2008
J.D., Law
University of California, Santa Barbara 1999 — 2002
B.A., Business Economics with an Accounting Emphasis
Federal Reserve Bank of Chicago May 2014 - Present
Federal Reserve Bank of Chicago August 2011 - May 2014
Northern Trust December 2010 - August 2011
Neal & Leroy, LLC October 2010 - December 2010
Marks, Golia & Finch, LLP July 2009 - May 2010
Luce, Forward, Hamilton & Scripps, LLP January 2009 - June 2009
Luce, Forward, Hamilton & Scripps, LLP May 2007 - August 2007
Deloitte, LLP September 2003 - December 2004
Deloitte June 2002 - August 2002
Skills
Appeals, Auditing, Corporate Law, Sarbanes-Oxley Act, Litigation, Mediation, Employment Law, Internal Audit, Trusts, Legal Research, Mergers & Acquisitions, Litigation Support, Corporate Governance, Internal Controls, Real Estate, Legal Assistance, Westlaw, Arbitration, Analysis, Securities, Mergers, Trials, Commercial Litigation, Legal Writing, Financial Reporting, Courts, Intellectual Property, Banking, Civil Litigation, Due Diligence, Estate Planning, Banking Law
Education
University of California, Berkeley - School of Law 2005 — 2008
J.D., Law
University of California, Santa Barbara 1999 — 2002
B.A., Business Economics with an Accounting Emphasis
John Parrilli's Northern Trust Experience January 2008 - July 2009
Job Senior Private Banker Wealth Management Group
Industry Banking
Experience
Northern Trust January 2008 - July 2009
Northern Trust January 2008 - July 2009
Wells Fargo Bank September 1993 - September 2007
Skills
Loans, Wealth Management, Portfolio Management, Credit, Commercial Banking, Banking, Series 7, Investments, Investment Advisory, Private Banking, Asset Management, Equities, Credit Analysis, Fixed Income, Commercial Lending, Financial Analysis
Education
Thunderbird School of Global Management 1984 — 1986
MBA, Finance
Trinity University 1977 — 1981
BA in Business Administration, Business
Northern Trust January 2008 - July 2009
Northern Trust January 2008 - July 2009
Wells Fargo Bank September 1993 - September 2007
Skills
Loans, Wealth Management, Portfolio Management, Credit, Commercial Banking, Banking, Series 7, Investments, Investment Advisory, Private Banking, Asset Management, Equities, Credit Analysis, Fixed Income, Commercial Lending, Financial Analysis
Education
Thunderbird School of Global Management 1984 — 1986
MBA, Finance
Trinity University 1977 — 1981
BA in Business Administration, Business
Jenelle Hatzung's Northern Trust Experience December 2006 - April 2009
Job Online Strategy & Engagement Manager at Pollinate Media Group®
Industry Marketing and Advertising
Experience
Pollinate Media Group® September 2013 - Present
Blue Star Families January 2013 - October 2014
Pollinate Media Group October 2012 - September 2013
Blue Star Families May 2012 - September 2013
Navy Wives Unite August 2012 - August 2013
Junior League of Norfolk-Virginia Beach October 2012 - July 2013
Lincoln Military Housing January 2011 - July 2011
Zeiders Enterprises, Inc. October 2009 - January 2011
Northern Trust December 2006 - April 2009
Skills
Event Planning, Project Management, Blogging, Social Media, Career Assessment, Research, Coaching, Social Services, Program Facilitation, Career Development, Event Management, Storytelling, Facebook, Social Media Measurement, WordPress, Social Media Consulting, Social Media Marketing, Training, Blogger, Social Media Blogging, Google Analytics, Online Marketing, Writing
Education
UC Riverside 2004 — 2006
Bachelor of Arts (B.A.), Political Science and Government
University of California, Santa Barbara 2001 — 2002
Pollinate Media Group® September 2013 - Present
Blue Star Families January 2013 - October 2014
Pollinate Media Group October 2012 - September 2013
Blue Star Families May 2012 - September 2013
Navy Wives Unite August 2012 - August 2013
Junior League of Norfolk-Virginia Beach October 2012 - July 2013
Lincoln Military Housing January 2011 - July 2011
Zeiders Enterprises, Inc. October 2009 - January 2011
Northern Trust December 2006 - April 2009
Skills
Event Planning, Project Management, Blogging, Social Media, Career Assessment, Research, Coaching, Social Services, Program Facilitation, Career Development, Event Management, Storytelling, Facebook, Social Media Measurement, WordPress, Social Media Consulting, Social Media Marketing, Training, Blogger, Social Media Blogging, Google Analytics, Online Marketing, Writing
Education
UC Riverside 2004 — 2006
Bachelor of Arts (B.A.), Political Science and Government
University of California, Santa Barbara 2001 — 2002
Ella Shen, CPA's Northern Trust Experience September 2012 - January 2015
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2015 - Present
Northern Trust September 2012 - January 2015
Grant Thornton LLP October 2009 - August 2012
Grant Thornton LLP October 2009 - July 2011
Deloitte July 2007 - September 2007
Skills
Chinese, US GAAP, Accounting, SEC filings, Internal Controls, Financial Reporting, Auditing, CPA, GAAP, Sarbanes-Oxley Act, Financial Accounting, External Audit, Sarbanes-Oxley, Financial Statements, Assurance, IFRS
Education
University of Notre Dame - Mendoza College of Business 2008 — 2009
Master, Accounting, Graduated with honor
Tsinghua University 2004 — 2008
Bachelor, Accounting
Goldman Sachs January 2015 - Present
Northern Trust September 2012 - January 2015
Grant Thornton LLP October 2009 - August 2012
Grant Thornton LLP October 2009 - July 2011
Deloitte July 2007 - September 2007
Skills
Chinese, US GAAP, Accounting, SEC filings, Internal Controls, Financial Reporting, Auditing, CPA, GAAP, Sarbanes-Oxley Act, Financial Accounting, External Audit, Sarbanes-Oxley, Financial Statements, Assurance, IFRS
Education
University of Notre Dame - Mendoza College of Business 2008 — 2009
Master, Accounting, Graduated with honor
Tsinghua University 2004 — 2008
Bachelor, Accounting
Aaron Andreshak's Northern Trust Experience March 2013 - July 2014
Job Officer, Derivatives Onboarding Consultant at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation July 2014 - Present
Northern Trust March 2013 - July 2014
Northern Trust December 2010 - March 2013
Northern Trust May 2010 - November 2010
Andrie Trading February 2010 - May 2010
Skills
Bloomberg, Pricing, Derivatives, Financial Analysis, Trading, Fixed Income, Portfolio Management, Valuation, Securities, Equities, Options, Back Office, Customer Service, Microsoft Office
Education
Trinity Christian College 2006 — 2010
Bachelor of Science, Business; Finance
Northern Trust Corporation July 2014 - Present
Northern Trust March 2013 - July 2014
Northern Trust December 2010 - March 2013
Northern Trust May 2010 - November 2010
Andrie Trading February 2010 - May 2010
Skills
Bloomberg, Pricing, Derivatives, Financial Analysis, Trading, Fixed Income, Portfolio Management, Valuation, Securities, Equities, Options, Back Office, Customer Service, Microsoft Office
Education
Trinity Christian College 2006 — 2010
Bachelor of Science, Business; Finance
Delilah Blake Mack's Northern Trust Experience E services coordinatorMidwest Bank & Trust2006 - 2010
Job Wire Services Analyst at Northern Trust
Industry Banking
Experience
Northern Trust E services coordinatorMidwest Bank & Trust2006 - 2010
Skills
Banking
Education
Triton College
Northern Trust E services coordinatorMidwest Bank & Trust2006 - 2010
Skills
Banking
Education
Triton College
Harold Dorenbecher's Northern Trust Experience
Job Managing Director at Northern Trust
Industry Financial Services
Experience
Northern Trust
Skills
Asset Management, Investments, Portfolio Management, Wealth Management, Asset Managment, Management, Asset Allocation, Strategic Planning, Trusts, Investment Advisory, Financial Planning, High Net Worth..., Estate Planning, Strategic Financial..., Alternative Investments, Financial Analysis, Securities, Fundraising
Education
University of Arizona 1976 — 1980
MBA, Accounting
University of Arizona 1969 — 1971
BS, Biological Sciences
Northern Trust
Skills
Asset Management, Investments, Portfolio Management, Wealth Management, Asset Managment, Management, Asset Allocation, Strategic Planning, Trusts, Investment Advisory, Financial Planning, High Net Worth..., Estate Planning, Strategic Financial..., Alternative Investments, Financial Analysis, Securities, Fundraising
Education
University of Arizona 1976 — 1980
MBA, Accounting
University of Arizona 1969 — 1971
BS, Biological Sciences
Lindsey (Meeks) Booth's Northern Trust Experience May 2011 - Present
Job Account Relationship Associate at Northern Trust
Industry Banking
Experience
Northern Trust May 2011 - Present
Arvest Bank April 2009 - April 2011
Education
University of Arkansas at Fayetteville 2004 — 2008
BSIB, International Business
Northern Trust May 2011 - Present
Arvest Bank April 2009 - April 2011
Education
University of Arkansas at Fayetteville 2004 — 2008
BSIB, International Business
Carol Kuo's Northern Trust Experience February 2006 - March 2011
Job Financial Services Professional
Industry Financial Services
Experience
Northern Trust February 2006 - March 2011
Northern Trust February 2006 - March 2011
Brown Brothers Harriman July 2005 - January 2006
Lincoln Financial Advisors February 2001 - July 2005
PaineWebber September 1999 - June 2000
Sagemark Consulting February 1997 - June 2000
Skills
Asset Allocation, Investments, Portfolio Management, Investment Strategies, Investment Advisory, Asset Managment, Strategic Financial..., Bloomberg, Trading, Series 7, Mutual Funds, Series 63, Securities, Alternative Investments
Education
University of California, Los Angeles Extension 2007 — 2007
Designation, Personal Financial Planner
University of California, Irvine 1996 — 2000
Bachelor of Arts (B.A.), Economics
Northern Trust February 2006 - March 2011
Northern Trust February 2006 - March 2011
Brown Brothers Harriman July 2005 - January 2006
Lincoln Financial Advisors February 2001 - July 2005
PaineWebber September 1999 - June 2000
Sagemark Consulting February 1997 - June 2000
Skills
Asset Allocation, Investments, Portfolio Management, Investment Strategies, Investment Advisory, Asset Managment, Strategic Financial..., Bloomberg, Trading, Series 7, Mutual Funds, Series 63, Securities, Alternative Investments
Education
University of California, Los Angeles Extension 2007 — 2007
Designation, Personal Financial Planner
University of California, Irvine 1996 — 2000
Bachelor of Arts (B.A.), Economics
Matt DeBord's Northern Trust Experience September 2011 - July 2012
Job Vice President, Benefit Payment Operations
Industry Financial Services
Experience
J.P. Morgan September 2015 - Present
J.P. Morgan January 2014 - Present
J.P. Morgan July 2012 - January 2014
Northern Trust September 2011 - July 2012
J.P. Morgan July 2009 - August 2011
Skills
Hedge Funds, Fund Administration
Education
Thomas More College 2000 — 2005
B.A., History & Political Science
J.P. Morgan September 2015 - Present
J.P. Morgan January 2014 - Present
J.P. Morgan July 2012 - January 2014
Northern Trust September 2011 - July 2012
J.P. Morgan July 2009 - August 2011
Skills
Hedge Funds, Fund Administration
Education
Thomas More College 2000 — 2005
B.A., History & Political Science
Andy Clendaniel's Northern Trust Experience Commercial LendingM&I Bank2000 - 2010
Job Commercial Lending at Northern Trust
Industry Financial Services
Experience
Northern Trust Commercial LendingM&I Bank2000 - 2010
Education
University of Arizona 1980 — 1984
Finance
Northern Trust Commercial LendingM&I Bank2000 - 2010
Education
University of Arizona 1980 — 1984
Finance
Ankit Upadhyay's Northern Trust Experience February 2010 - April 2010
Job Sr. Citrix Engineer at KAR Auction Services, Inc
Industry Information Technology and Services
Experience
KAR Auction Services, Inc February 2015 - Present
Wipro June 2014 - February 2015
HTC Global Services March 2011 - June 2014
The Home Depot April 2010 - March 2011
Northern Trust February 2010 - April 2010
Aclat Inc December 2007 - February 2010
Skills
MSI, Scripting, Patch Management, Software Distribution, Softgrid, VBScript, SMS, ThinApp, Application..., Software Installation, XP, Windows Server 2003, Deployment, InstallShield, Application Packaging, Citrix, Operating Systems, VMware ESX, Windows, Powershell, Windows 7, Virtualization, Group Policy, Active Directory, SCCM, Windows Server 2008, Windows Server, Orca, Troubleshooting, Integration, Visual Basic, VMware, Automation, Servers, Desktop Support, MSI Packaging, SCOM, Software Packaging, App-V, System Deployment, Windows XP
Education
State University of New York at Buffalo 2006 — 2009
Bachelor of Science (BS), Computer Science
APS 2001 — 2003
KAR Auction Services, Inc February 2015 - Present
Wipro June 2014 - February 2015
HTC Global Services March 2011 - June 2014
The Home Depot April 2010 - March 2011
Northern Trust February 2010 - April 2010
Aclat Inc December 2007 - February 2010
Skills
MSI, Scripting, Patch Management, Software Distribution, Softgrid, VBScript, SMS, ThinApp, Application..., Software Installation, XP, Windows Server 2003, Deployment, InstallShield, Application Packaging, Citrix, Operating Systems, VMware ESX, Windows, Powershell, Windows 7, Virtualization, Group Policy, Active Directory, SCCM, Windows Server 2008, Windows Server, Orca, Troubleshooting, Integration, Visual Basic, VMware, Automation, Servers, Desktop Support, MSI Packaging, SCOM, Software Packaging, App-V, System Deployment, Windows XP
Education
State University of New York at Buffalo 2006 — 2009
Bachelor of Science (BS), Computer Science
APS 2001 — 2003
Marilyn Budolfson's Northern Trust Experience April 1993 - Present
Job Portfolio Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust April 1993 - Present
Bank One March 1983 - April 1993
First American Bank August 1982 - February 1983
Education
University of Arizona 1972 — 1978
Bachelor of Science, Business/Public Administration
University of Arizona
Bachelor of Business Administration (BBA)
Northern Trust April 1993 - Present
Bank One March 1983 - April 1993
First American Bank August 1982 - February 1983
Education
University of Arizona 1972 — 1978
Bachelor of Science, Business/Public Administration
University of Arizona
Bachelor of Business Administration (BBA)
Virginia Acuna's Northern Trust Experience October 1996 - June 1998
Job Domestic Engineer at Acuna Household
Industry Health, Wellness and Fitness
Experience
Acuna Household June 2000 - Present
Litton August 2007 - July 2008
Litton August 2005 - August 2007
Litton January 2005 - August 2005
Litton October 2002 - January 2005
Litton November 2000 - October 2002
Galileo International June 1998 - June 2000
Northern Trust October 1996 - June 1998
Northern Trust April 1993 - October 1996
Northern Trust October 1991 - April 1993
Skills
Oracle, Microsoft SQL Server, Access, Databases, Visual Basic, .NET, Testing, Program Management, Visio, Business Analysis, Crystal Reports, Database Design, Data Modeling, SQL, User Acceptance Testing
Education
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
Bachelors, Finance
The University of Birmingham 1989 — 1990
Junior Year Abroad
Acuna Household June 2000 - Present
Litton August 2007 - July 2008
Litton August 2005 - August 2007
Litton January 2005 - August 2005
Litton October 2002 - January 2005
Litton November 2000 - October 2002
Galileo International June 1998 - June 2000
Northern Trust October 1996 - June 1998
Northern Trust April 1993 - October 1996
Northern Trust October 1991 - April 1993
Skills
Oracle, Microsoft SQL Server, Access, Databases, Visual Basic, .NET, Testing, Program Management, Visio, Business Analysis, Crystal Reports, Database Design, Data Modeling, SQL, User Acceptance Testing
Education
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
Bachelors, Finance
The University of Birmingham 1989 — 1990
Junior Year Abroad
Kathryn DeFilippo's Northern Trust Experience April 2011 - September 2011
Job Senior Investment Associate at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation March 2012 - Present
Northern Trust April 2011 - September 2011
Northern Trust April 2010 - April 2011
Northern Trust May 2008 - March 2010
Skills
Asset Allocation, Investments, Portfolio Management, Mutual Funds, Investment Strategies
Education
University of Arizona 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Northern Trust Corporation March 2012 - Present
Northern Trust April 2011 - September 2011
Northern Trust April 2010 - April 2011
Northern Trust May 2008 - March 2010
Skills
Asset Allocation, Investments, Portfolio Management, Mutual Funds, Investment Strategies
Education
University of Arizona 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Bradley Lyons's Northern Trust Experience 2007 - 2007
Job Equities Structuring and Sales
Industry Investment Banking
Experience
Goldman Sachs 2014 - Present
Goldman Sachs 2010 - 2014
UC Berkeley 2008 - 2010
Northern Trust 2007 - 2007
Skills
Python, Perl, Unix, Mathematica, SecDB, Sybase IQ, Java, Bash, Subversion, C, Linux, Computer Science, SQL, C, LaTeX
Education
NYU 2012 — 2015
M.S., Mathematics in Finance
UC Berkeley 2006 — 2010
B.S, EE/CS, Math
Goldman Sachs 2014 - Present
Goldman Sachs 2010 - 2014
UC Berkeley 2008 - 2010
Northern Trust 2007 - 2007
Skills
Python, Perl, Unix, Mathematica, SecDB, Sybase IQ, Java, Bash, Subversion, C, Linux, Computer Science, SQL, C, LaTeX
Education
NYU 2012 — 2015
M.S., Mathematics in Finance
UC Berkeley 2006 — 2010
B.S, EE/CS, Math
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.