Northern Trust
Industry: Financial services company
DescriptionNorthern Trust Corporation is a financial services company organized in Delaware and headquartered in Chicago, Illinois that caters to corporations, institutional investors, and high net worth individuals. The company has 85 offices in 18 US states and 20 countries. Headquarters: Chicago, Illinois, United States CEO: Michael G. O'Grady (1 Jan 2018–) Assets under management: 1.2 trillion USD (As of December 31, 2017.) Subsidiaries: NORTHERN TRUST CO,
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Northern Trust Employees
Employee
Years
Job
Industry
Robyn Van Valin Robyn Van Valin's Northern Trust Experience October 2012 - Present
Job Marketing Associate at Northern Trust
Industry Entertainment
Experience
Northern Trust October 2012 - Present
Ish Entertainment September 2009 - December 2011
Creative Artists Agency September 2007 - September 2009
Skills
Final Draft, Entertainment, Film, Television, Reality, Coordinate Meetings, Marketing, Event Planning, Expense Reports, Microsoft Excel, Microsoft Word, Organization &..., Corporate Events, Private Events, Internet Savy, Client Liaison, EP Scheduling, Film Production, Entertainment Industry, Talent Booking, Branded Entertainment, Script Analysis, Casting, Rolling Calls, Script Coverage, Travel Planning, Schedules, Calendaring, Multimedia, Facebook
Education
Brooks Institute of Photography 2000 — 2002
Bachelor of Commercial Photography, Commercial and Portraiture
Santa Ynez Valley Union HS 1994 — 1997
Northern Trust October 2012 - Present
Ish Entertainment September 2009 - December 2011
Creative Artists Agency September 2007 - September 2009
Skills
Final Draft, Entertainment, Film, Television, Reality, Coordinate Meetings, Marketing, Event Planning, Expense Reports, Microsoft Excel, Microsoft Word, Organization &..., Corporate Events, Private Events, Internet Savy, Client Liaison, EP Scheduling, Film Production, Entertainment Industry, Talent Booking, Branded Entertainment, Script Analysis, Casting, Rolling Calls, Script Coverage, Travel Planning, Schedules, Calendaring, Multimedia, Facebook
Education
Brooks Institute of Photography 2000 — 2002
Bachelor of Commercial Photography, Commercial and Portraiture
Santa Ynez Valley Union HS 1994 — 1997
Alexander Cavallo Alexander Cavallo's Northern Trust Experience 2012 - March 2013
Job Senior Vice President Manager, Risk Analytics and Research
Industry Banking
Experience
Northern Trust Corporation March 2013 - Present
Northern Trust 2012 - March 2013
Northern Trust 2009 - 2012
Navigant Consulting 2008 - 2009
Navigant Consulting 2003 - 2008
Lexecon 1999 - 2003
Skills
SAS, R, Operational Risk, Actuarial models, Copulas, Frequency modeling, Severity modeling, GAMLSS, Stata, Discrete choice modeling, Statistical sampling, Applied Econometrics, Capital modeling, Mixture modeling, SQL, MLE, Robust statistics, Hierarchical modeling, Matlab, Credit Risk, Econometrics, Statistics, Statistical Modeling, Market Risk, Economics, Financial Modeling, Data Mining, Conceptual Modeling, Basel II, Quantitative Analytics, Financial Risk, Quantitative Finance, Predictive Modeling, Stress Testing, Valuation, Fixed Income, Time Series Analysis
Education
The University of Chicago 1999 — 2007
Ph.D. candidate, Economics
The University of Chicago 1994 — 1999
M.A., Economics
Brown University 1989 — 1994
Sc.B., Applied Math-Economics
Barrington High School 1986 — 1989
Northern Trust Corporation March 2013 - Present
Northern Trust 2012 - March 2013
Northern Trust 2009 - 2012
Navigant Consulting 2008 - 2009
Navigant Consulting 2003 - 2008
Lexecon 1999 - 2003
Skills
SAS, R, Operational Risk, Actuarial models, Copulas, Frequency modeling, Severity modeling, GAMLSS, Stata, Discrete choice modeling, Statistical sampling, Applied Econometrics, Capital modeling, Mixture modeling, SQL, MLE, Robust statistics, Hierarchical modeling, Matlab, Credit Risk, Econometrics, Statistics, Statistical Modeling, Market Risk, Economics, Financial Modeling, Data Mining, Conceptual Modeling, Basel II, Quantitative Analytics, Financial Risk, Quantitative Finance, Predictive Modeling, Stress Testing, Valuation, Fixed Income, Time Series Analysis
Education
The University of Chicago 1999 — 2007
Ph.D. candidate, Economics
The University of Chicago 1994 — 1999
M.A., Economics
Brown University 1989 — 1994
Sc.B., Applied Math-Economics
Barrington High School 1986 — 1989
Patty Braun Patty Braun's Northern Trust Experience January 2006 - January 2012
Job Senior Vice President IT Division Manager at Northern Trust
Industry Information Technology and Services
Experience
Northern Trust Bank March 2012 - Present
Northern Trust January 2006 - January 2012
Northern Trust March 2000 - January 2006
CNA Insurance June 1992 - March 2000
Skills
SDLC, Vendor Management, Business Analysis, IT Strategy, Software Project..., Requirements Analysis, Disaster Recovery, IT Management, PMO, Agile Project Management, Agile Methodologies, SQL, SharePoint, Software Development, Business Intelligence, Project Management, Analysis, Enterprise Architecture, Program Management, Requirements Gathering, Project Portfolio..., Visio, Leadership
Education
DePaul University 1991 — 1992
Computer Career Program, Information Technology
National Louis University 1987 — 1990
Masters, Education
Boston College 1982 — 1986
Bachelors in Business, Marketing
Northern Trust Bank March 2012 - Present
Northern Trust January 2006 - January 2012
Northern Trust March 2000 - January 2006
CNA Insurance June 1992 - March 2000
Skills
SDLC, Vendor Management, Business Analysis, IT Strategy, Software Project..., Requirements Analysis, Disaster Recovery, IT Management, PMO, Agile Project Management, Agile Methodologies, SQL, SharePoint, Software Development, Business Intelligence, Project Management, Analysis, Enterprise Architecture, Program Management, Requirements Gathering, Project Portfolio..., Visio, Leadership
Education
DePaul University 1991 — 1992
Computer Career Program, Information Technology
National Louis University 1987 — 1990
Masters, Education
Boston College 1982 — 1986
Bachelors in Business, Marketing
Jeffrey Tanaka Jeffrey Tanaka's Northern Trust Experience November 2013 - Present
Job Account Manager, Officer at Northern Trust
Industry Financial Services
Experience
Northern Trust November 2013 - Present
Northern Trust March 2012 - October 2013
Northern Trust Corporation October 2007 - March 2012
Skills
Wealth Management, Asset Management, Fixed Income, Financial Analysis, Investments, Financial Services, Financial Modeling, Risk Management, Investment Strategies, Wealth Management..., Alternative Investments
Education
California State University-Long Beach
Bachelor of Arts (BA), Philosophy
Northern Trust November 2013 - Present
Northern Trust March 2012 - October 2013
Northern Trust Corporation October 2007 - March 2012
Skills
Wealth Management, Asset Management, Fixed Income, Financial Analysis, Investments, Financial Services, Financial Modeling, Risk Management, Investment Strategies, Wealth Management..., Alternative Investments
Education
California State University-Long Beach
Bachelor of Arts (BA), Philosophy
Stephanie Vandygriff's Northern Trust Experience July 2011 - August 2015
Job Sr HR Consultant/Project Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust July 2011 - August 2015
Northern Trust September 2009 - July 2011
Northern Trust November 2007 - September 2009
Northern Trust November 2004 - October 2007
Skills
Process Improvement, Project Management, Business Process..., Outsourcing, Management, Human Resources, Training, Team Management, Talent Management, Leadership, Business Analysis, Team Building, Software Documentation, Onboarding, Vendor Management, Change Management, Performance Management, Applicant Tracking..., Operations Management, SDLC, Employee Engagement, BrassRing, CRM
Education
Boston University - School of Management 2000 — 2004
BS, Business Management
American University of Paris 2003 — 2003
Northern Trust July 2011 - August 2015
Northern Trust September 2009 - July 2011
Northern Trust November 2007 - September 2009
Northern Trust November 2004 - October 2007
Skills
Process Improvement, Project Management, Business Process..., Outsourcing, Management, Human Resources, Training, Team Management, Talent Management, Leadership, Business Analysis, Team Building, Software Documentation, Onboarding, Vendor Management, Change Management, Performance Management, Applicant Tracking..., Operations Management, SDLC, Employee Engagement, BrassRing, CRM
Education
Boston University - School of Management 2000 — 2004
BS, Business Management
American University of Paris 2003 — 2003
Gail Hsu Rodriguez Gail Hsu Rodriguez's Northern Trust Experience September 2011 - August 2014
Job Office Manager at Walnut Street Tax Services
Industry Financial Services
Experience
Walnut Street Tax Services September 2014 - Present
Northern Trust September 2011 - August 2014
Wells Fargo January 2007 - August 2011
Strikeforce January 2005 - December 2008
ClubSport of Fremont April 2001 - December 2007
Skills
Banking, Credit, Loans, Mortgage Lending, Finance, Commercial Banking, Retail Banking, Relationship Management, Financial Services, Small Business Lending, Consumer Lending, Cash Management, Customer Service, Risk Management, Cross Selling, Microsoft Office, Lines Of Credit, Microsoft Word, Outlook, Sales, Deposits, Credit Cards, Event Planning, Account Management
Education
University of Phoenix 2013 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bay Area College of Nursing 2008 — 2010
Licensed Vocational Nurse, Nursing Education
California State University-East Bay 2004 — 2008
Human Development, Family Studies, and Related Services
Walnut Street Tax Services September 2014 - Present
Northern Trust September 2011 - August 2014
Wells Fargo January 2007 - August 2011
Strikeforce January 2005 - December 2008
ClubSport of Fremont April 2001 - December 2007
Skills
Banking, Credit, Loans, Mortgage Lending, Finance, Commercial Banking, Retail Banking, Relationship Management, Financial Services, Small Business Lending, Consumer Lending, Cash Management, Customer Service, Risk Management, Cross Selling, Microsoft Office, Lines Of Credit, Microsoft Word, Outlook, Sales, Deposits, Credit Cards, Event Planning, Account Management
Education
University of Phoenix 2013 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bay Area College of Nursing 2008 — 2010
Licensed Vocational Nurse, Nursing Education
California State University-East Bay 2004 — 2008
Human Development, Family Studies, and Related Services
Tracy Malave Tracy Malave's Northern Trust Experience September 2009 - February 2015
Job SVP, Client Delivery Platforms
Industry Banking
Experience
Northern Trust Corporation February 2015 - Present
Northern Trust September 2009 - February 2015
Northern Trust April 2006 - September 2009
Northern Trust February 2005 - April 2006
Grant Thornton June 2000 - February 2005
Illinois CPA Society September 1998 - June 2000
Skills
Program Management, SDLC, Strategy, Content Management, Intranet, Metrics, Business Analysis, Web Analytics, Project Management, Relationship Management, Email Marketing, Data Analysis, Vendor Management, Funding, Financial Services, CRM, HTML, Business Process..., Information Architecture, Business Intelligence, Risk Management, Process Improvement, Governance, Web Development, CMS, Web Content Management, Software Project..., Usability, Business Process, E-commerce, Cross-functional Team..., Banking, Project Delivery, Online Marketing, Product Management, IT Strategy, Management, PMO, Enterprise Software, Analytics, Leadership, Agile Project Management, Access, SharePoint, Requirements Gathering
Education
Bradley University 1994 — 1998
BS, Environmental Biology
Northern Trust Corporation February 2015 - Present
Northern Trust September 2009 - February 2015
Northern Trust April 2006 - September 2009
Northern Trust February 2005 - April 2006
Grant Thornton June 2000 - February 2005
Illinois CPA Society September 1998 - June 2000
Skills
Program Management, SDLC, Strategy, Content Management, Intranet, Metrics, Business Analysis, Web Analytics, Project Management, Relationship Management, Email Marketing, Data Analysis, Vendor Management, Funding, Financial Services, CRM, HTML, Business Process..., Information Architecture, Business Intelligence, Risk Management, Process Improvement, Governance, Web Development, CMS, Web Content Management, Software Project..., Usability, Business Process, E-commerce, Cross-functional Team..., Banking, Project Delivery, Online Marketing, Product Management, IT Strategy, Management, PMO, Enterprise Software, Analytics, Leadership, Agile Project Management, Access, SharePoint, Requirements Gathering
Education
Bradley University 1994 — 1998
BS, Environmental Biology
Ernest Motley Ernest Motley's Northern Trust Experience December 2008 - April 2009
Job Accounting Professional
Industry Financial Services
Experience
Potbelly Sandwich Works September 2013 - May 2014
Potbelly Sandwich Works April 2013 - September 2013
Retail Properties of America, Inc. January 2013 - March 2013
Nordstrom January 2013 - January 2013
College of DuPage September 2011 - December 2011
College of DuPage January 2011 - May 2011
Northern Trust December 2008 - April 2009
Chicago Mercantile Exchange July 2007 - August 2007
City of Chicago June 2005 - August 2005
Skills
Access, Accounting, QuickBooks, Variance Analysis, Finance, Microsoft Excel, Cost Accounting, Payroll, Tax, Budgets, Invoicing, PowerPoint, Tax Preparation, Account Reconciliation, Bank Reconciliation, Accounts Payable, General Ledger
Education
Bradley University 2003 — 2008
Bachelors of Science, Finance
Chicago State University
Potbelly Sandwich Works September 2013 - May 2014
Potbelly Sandwich Works April 2013 - September 2013
Retail Properties of America, Inc. January 2013 - March 2013
Nordstrom January 2013 - January 2013
College of DuPage September 2011 - December 2011
College of DuPage January 2011 - May 2011
Northern Trust December 2008 - April 2009
Chicago Mercantile Exchange July 2007 - August 2007
City of Chicago June 2005 - August 2005
Skills
Access, Accounting, QuickBooks, Variance Analysis, Finance, Microsoft Excel, Cost Accounting, Payroll, Tax, Budgets, Invoicing, PowerPoint, Tax Preparation, Account Reconciliation, Bank Reconciliation, Accounts Payable, General Ledger
Education
Bradley University 2003 — 2008
Bachelors of Science, Finance
Chicago State University
Vinitha Mary Benedictus PMP, CSM, ITIL Vinitha Mary Benedictus PMP, CSM, ITIL's Northern Trust Experience August 2013 - Present
Job IT Program Manager at Northern Trust
Industry Information Technology and Services
Experience
Northern Trust August 2013 - Present
NEC Sphere Communications Inc. July 2008 - June 2013
Kaplan / Emprix Corp. April 2008 - June 2008
WorldVuer Inc. October 2006 - March 2008
Mascon Global Limited April 2003 - September 2006
Mascon Global Limited July 2000 - March 2003
Education
Bharathidasan University 1995 — 1998
Master of Computer Applications (M.C.A.), Computer Science
Pondicherry University 1990 — 1993
Bachelor's degree, Computer Science
Northern Trust August 2013 - Present
NEC Sphere Communications Inc. July 2008 - June 2013
Kaplan / Emprix Corp. April 2008 - June 2008
WorldVuer Inc. October 2006 - March 2008
Mascon Global Limited April 2003 - September 2006
Mascon Global Limited July 2000 - March 2003
Education
Bharathidasan University 1995 — 1998
Master of Computer Applications (M.C.A.), Computer Science
Pondicherry University 1990 — 1993
Bachelor's degree, Computer Science
Katie Oriskovich's Northern Trust Experience 1998 - 2000
Job Senior Recruiter at Raindance Partners
Industry Staffing and Recruiting
Experience
Raindance Partners 2013 - Present
KM Advisors 2002 - 2012
Northern Trust 1998 - 2000
John Hancock Financial Services 1996 - 1998
Skills
Recruiting, Marketing, Team Building, Executive Search, Negotiation, Skilled Relationship..., Strategic Planning, Investments, Consultative Sales, New Business Development, Sales/Forcast Management, Cross-functional..., Business Development, Finance, Management, Social Media
Education
Boston College 1992 — 1996
Bachelor of Arts, Summa Cum Laude
Duke University- Study Abroad
Greece
Raindance Partners 2013 - Present
KM Advisors 2002 - 2012
Northern Trust 1998 - 2000
John Hancock Financial Services 1996 - 1998
Skills
Recruiting, Marketing, Team Building, Executive Search, Negotiation, Skilled Relationship..., Strategic Planning, Investments, Consultative Sales, New Business Development, Sales/Forcast Management, Cross-functional..., Business Development, Finance, Management, Social Media
Education
Boston College 1992 — 1996
Bachelor of Arts, Summa Cum Laude
Duke University- Study Abroad
Greece
Larry Hunka Larry Hunka's Northern Trust Experience 2007 - 2011
Job Chief Information Security Executive at Northwestern Memorial HealthCare
Industry Hospital & Health Care
Experience
Northwestern Memorial HealthCare 2015 - Present
Cadence Health 2014 - 2015
JPMorgan Chase 2012 - 2014
Northern Trust 2007 - 2011
JPMorgan Chase 2001 - 2007
Heller Financial 1999 - 2001
Tri-Sage 1997 - 1999
Nicor Gas 1994 - 1997
Nicor Gas 1982 - 1994
National ShareData 1982 - 1982
Skills
Information Security..., Information Security..., Data Classification, Security Awareness, Data Loss Prevention, Security Audits, CISSP, Internet Security, Risk Management, Data Security, Vulnerability Management, Information Security, IT Management, Information Technology, IT Strategy, Security, Management, Governance, Computer Security, Leadership, DLP, Analysis, Program Management, Executive Reporting, Financial Risk, IT Risk Management, Business Continuity, Disaster Recovery, IT Audit, Outsourcing, PCI DSS, Vulnerability Assessment, CISA
Education
Illinois Institute of Technology 1986 — 1989
MBA, Information Systems Management
Bradley University 1978 — 1982
BS, Information Technology / Business
Northwestern Memorial HealthCare 2015 - Present
Cadence Health 2014 - 2015
JPMorgan Chase 2012 - 2014
Northern Trust 2007 - 2011
JPMorgan Chase 2001 - 2007
Heller Financial 1999 - 2001
Tri-Sage 1997 - 1999
Nicor Gas 1994 - 1997
Nicor Gas 1982 - 1994
National ShareData 1982 - 1982
Skills
Information Security..., Information Security..., Data Classification, Security Awareness, Data Loss Prevention, Security Audits, CISSP, Internet Security, Risk Management, Data Security, Vulnerability Management, Information Security, IT Management, Information Technology, IT Strategy, Security, Management, Governance, Computer Security, Leadership, DLP, Analysis, Program Management, Executive Reporting, Financial Risk, IT Risk Management, Business Continuity, Disaster Recovery, IT Audit, Outsourcing, PCI DSS, Vulnerability Assessment, CISA
Education
Illinois Institute of Technology 1986 — 1989
MBA, Information Systems Management
Bradley University 1978 — 1982
BS, Information Technology / Business
John Schukar John Schukar's Northern Trust Experience May 2005 - April 2011
Job Regional Team Leader, Bellevue/Everett Commercial
Industry Banking
Experience
Homestreet Bank August 2014 - Present
Sterling Savings May 2013 - February 2014
Boston Private Bank April 2011 - May 2013
Northern Trust May 2005 - April 2011
Skills
Loans, Credit, Private Banking, Credit Analysis, Commercial Banking, Commercial Lending, Credit Risk, Financial Risk, Risk Management, Wealth Management, Small Business Lending, Strategy, Underwriting, Retail Banking
Education
University of Puget Sound 1981 — 1982
Master of Business Administration (MBA), Finance
California State University-Long Beach 1966 — 1970
Bachelor of Science (BS), Business Administration and Management, General
Homestreet Bank August 2014 - Present
Sterling Savings May 2013 - February 2014
Boston Private Bank April 2011 - May 2013
Northern Trust May 2005 - April 2011
Skills
Loans, Credit, Private Banking, Credit Analysis, Commercial Banking, Commercial Lending, Credit Risk, Financial Risk, Risk Management, Wealth Management, Small Business Lending, Strategy, Underwriting, Retail Banking
Education
University of Puget Sound 1981 — 1982
Master of Business Administration (MBA), Finance
California State University-Long Beach 1966 — 1970
Bachelor of Science (BS), Business Administration and Management, General
Sarah Cyphers Sarah Cyphers's Northern Trust Experience 1997 - 2000
Job Chief Operations, Financial and Compliance Officer at Chauner Securities, Inc.
Industry Financial Services
Experience
Chauner Securities, Inc. November 2002 - Present
Beeline Internet Resources/SkyWorld Interactive 2000 - 2002
Hubbard One 2000 - 2000
Northern Trust 1997 - 2000
Education
Bucknell University 1993 — 1997
Bachelor's degree, Economics
GBN
Chauner Securities, Inc. November 2002 - Present
Beeline Internet Resources/SkyWorld Interactive 2000 - 2002
Hubbard One 2000 - 2000
Northern Trust 1997 - 2000
Education
Bucknell University 1993 — 1997
Bachelor's degree, Economics
GBN
Steve Bonneau's Northern Trust Experience July 2013 - Present
Job Tax Counsel and Senior Vice President
Industry Financial Services
Experience
Northern Trust July 2013 - Present
Charles E. Dobrusin and Associates Ltd. August 2008 - July 2013
Handler, Thayer & Duggan, LLC August 2002 - July 2008
Madden, Jiganti Moore & Sinars LLP December 2000 - July 2002
Education
University of Dayton School of Law
J.D.
Boston College
B.A., English
Northern Trust July 2013 - Present
Charles E. Dobrusin and Associates Ltd. August 2008 - July 2013
Handler, Thayer & Duggan, LLC August 2002 - July 2008
Madden, Jiganti Moore & Sinars LLP December 2000 - July 2002
Education
University of Dayton School of Law
J.D.
Boston College
B.A., English
Chad Hecht's Northern Trust Experience September 2014 - Present
Job Vice President, Relationship Manager
Industry Financial Services
Experience
Northern Trust September 2014 - Present
Northern Trust August 2012 - September 2014
Northern Trust November 2008 - August 2012
Northern Trust August 2006 - November 2008
Skills
Relationship Management, Asset Servicing, Global Custody, Financial Services, Operational Risk, Leadership, Asset Management, Management, Product Management, Investments, Mutual Funds, Alternative Investments
Education
Loyola University of Chicago - Graduate School of Business 2007 — 2010
MBA, Finance
Bradley University 1999 — 2003
BS, Communications
Northern Trust September 2014 - Present
Northern Trust August 2012 - September 2014
Northern Trust November 2008 - August 2012
Northern Trust August 2006 - November 2008
Skills
Relationship Management, Asset Servicing, Global Custody, Financial Services, Operational Risk, Leadership, Asset Management, Management, Product Management, Investments, Mutual Funds, Alternative Investments
Education
Loyola University of Chicago - Graduate School of Business 2007 — 2010
MBA, Finance
Bradley University 1999 — 2003
BS, Communications
Gwen Chamberlin's Northern Trust Experience
Job Sr Consultant, IT Projects at Northern Trust
Industry Financial Services
Experience
Northern Trust
Skills
Business Analysis, Visio
Education
Bradley University 1981 — 1985
Bachelor of Science (BS), Computer/Information Technology Administration and Management
Northern Trust
Skills
Business Analysis, Visio
Education
Bradley University 1981 — 1985
Bachelor of Science (BS), Computer/Information Technology Administration and Management
Carolyn Swain Carolyn Swain's Northern Trust Experience January 1992 - Present
Job Senior Fiduciary Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust January 1992 - Present
Trust Services of America April 1988 - January 1992
Bank of Boston April 1981 - April 1988
Skills
Fiduciary Management, Personal Financial..., Estate Tax Planning
Education
Boston University Graduate School of Management 1984 — 1989
MBA
Bowdoin College 1976 — 1980
BA, Economics
Northern Trust January 1992 - Present
Trust Services of America April 1988 - January 1992
Bank of Boston April 1981 - April 1988
Skills
Fiduciary Management, Personal Financial..., Estate Tax Planning
Education
Boston University Graduate School of Management 1984 — 1989
MBA
Bowdoin College 1976 — 1980
BA, Economics
Jeffrey Wickline, CFA Jeffrey Wickline, CFA's Northern Trust Experience June 2012 - Present
Job Vice President at Northern Trust
Industry Investment Management
Experience
Northern Trust June 2012 - Present
Northern Trust Global Investments April 2008 - May 2012
William O'Neil + Co. Inc. January 2006 - April 2008
William O'Neil + Co. Inc. August 1999 - December 2005
T. Rowe Price 1996 - 1999
Education
California State Polytechnic University-Pomona 1992 — 1995
Bachelor of Science (B.S.), Finance
Northern Trust June 2012 - Present
Northern Trust Global Investments April 2008 - May 2012
William O'Neil + Co. Inc. January 2006 - April 2008
William O'Neil + Co. Inc. August 1999 - December 2005
T. Rowe Price 1996 - 1999
Education
California State Polytechnic University-Pomona 1992 — 1995
Bachelor of Science (B.S.), Finance
Kristin M. Stansbury Kristin M. Stansbury's Northern Trust Experience 1993 - 2011
Job Sr. Private Banker & Vice President at City National Bank
Industry Banking
Experience
City National Bank April 2011 - Present
Northern Trust 1993 - 2011
First Midwest Bank April 1991 - May 1993
First Interstate Bank August 1987 - March 1991
Skills
Portfolio Management, Investments, Banking, Financial Analysis, Financial Services, Credit Analysis, Asset Management, Credit, Finance, Commercial Banking, Relationship Management, Private Banking, Wealth Management, Commercial Lending, Small Business Lending, Loans
Education
California Polytechnic State University-San Luis Obispo 1982 — 1987
BS, Business Administration / Marketing
City National Bank April 2011 - Present
Northern Trust 1993 - 2011
First Midwest Bank April 1991 - May 1993
First Interstate Bank August 1987 - March 1991
Skills
Portfolio Management, Investments, Banking, Financial Analysis, Financial Services, Credit Analysis, Asset Management, Credit, Finance, Commercial Banking, Relationship Management, Private Banking, Wealth Management, Commercial Lending, Small Business Lending, Loans
Education
California Polytechnic State University-San Luis Obispo 1982 — 1987
BS, Business Administration / Marketing
Jason Eldredge's Northern Trust Experience July 2008 - March 2014
Job Internal Audit Manager at Federal Home Loan Bank of Chicago
Industry Financial Services
Experience
Federal Home Loan Bank of Chicago March 2014 - Present
Northern Trust July 2008 - March 2014
Pricewaterhouse Coopers September 2006 - July 2008
Pricewaterhouse Coopers September 2003 - September 2006
Skills
Accounting, Team Leadership, Auditing, Positive Team Player, Analysis, Internal Controls, Hedge Funds, Leadership, GAAP, Financial Risk, Internal Audit, Risk Analysis, Danish, Mutual Funds, Diligent, Public Speaking
Education
Brigham Young University 1996 — 2003
Masters, Accountancy
Federal Home Loan Bank of Chicago March 2014 - Present
Northern Trust July 2008 - March 2014
Pricewaterhouse Coopers September 2006 - July 2008
Pricewaterhouse Coopers September 2003 - September 2006
Skills
Accounting, Team Leadership, Auditing, Positive Team Player, Analysis, Internal Controls, Hedge Funds, Leadership, GAAP, Financial Risk, Internal Audit, Risk Analysis, Danish, Mutual Funds, Diligent, Public Speaking
Education
Brigham Young University 1996 — 2003
Masters, Accountancy
Julian Paul Costa's Northern Trust Experience May 2012 - August 2012
Job Growing with Miami.
Industry Banking
Experience
Northern Trust Wealth Management August 2014 - Present
Espirito Santo Bank June 2013 - August 2013
Northern Trust May 2012 - August 2012
Skills
Microsoft Excel, Research, PowerPoint, Spanish, Financial Analysis, Microsoft Office, Microsoft Word, Finance, Matlab, Access, Business Strategy, Economics, Financial Modeling, Marketing, Teamwork
Education
Boston University 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
University of Cambridge
Economics
Gulliver Preparatory 2007 — 2010
Northern Trust Wealth Management August 2014 - Present
Espirito Santo Bank June 2013 - August 2013
Northern Trust May 2012 - August 2012
Skills
Microsoft Excel, Research, PowerPoint, Spanish, Financial Analysis, Microsoft Office, Microsoft Word, Finance, Matlab, Access, Business Strategy, Economics, Financial Modeling, Marketing, Teamwork
Education
Boston University 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
University of Cambridge
Economics
Gulliver Preparatory 2007 — 2010
Adam Hickey Adam Hickey's Northern Trust Experience August 2009 - June 2012
Job Private Client Specialist
Industry Financial Services
Experience
JPMorgan Chase - Chase Wealth Management June 2012 - Present
Northern Trust August 2009 - June 2012
J.P. Morgan October 2007 - August 2009
Smith Barney January 2006 - August 2006
Education
Bowling Green State University 2002 — 2007
BSBA, Finance
Bexley High School 1999 — 2002
JPMorgan Chase - Chase Wealth Management June 2012 - Present
Northern Trust August 2009 - June 2012
J.P. Morgan October 2007 - August 2009
Smith Barney January 2006 - August 2006
Education
Bowling Green State University 2002 — 2007
BSBA, Finance
Bexley High School 1999 — 2002
Connie Shipley's Northern Trust Experience 2001 - 2007
Job Attorney at Wollman, Gerhke and Solomon
Industry Law Practice
Experience
Wollman, Gerhke and Solomon 2013 - Present
JPMorgan Chase 2009 - 2012
Northern Trust 2001 - 2007
Skills
Estate Administration, Estate Planning, Trust Administration, Tax Planning, Financial Planners, Trusts, Wealth, High Net Worth..., Portfolio Management
Education
Bowling Green State University
Georgetown University Law Center
Wollman, Gerhke and Solomon 2013 - Present
JPMorgan Chase 2009 - 2012
Northern Trust 2001 - 2007
Skills
Estate Administration, Estate Planning, Trust Administration, Tax Planning, Financial Planners, Trusts, Wealth, High Net Worth..., Portfolio Management
Education
Bowling Green State University
Georgetown University Law Center
David Luttrell David Luttrell's Northern Trust Experience September 2012 - Present
Job Founder, TheCostumeStop.com
Industry Financial Services
Experience
Northern Trust September 2012 - Present
Levy Restaurants February 2011 - September 2012
OgilvyAction 2011 - September 2012
Energy BBDO 2011 - April 2012
Chicago Fire January 2010 - July 2010
Harrisburg City Islanders April 2008 - August 2009
Grumbacher Sport and Fitness Center January 2007 - May 2009
Youth Advocate Program August 2005 - January 2007
Skills
Sports, Sports Management, Sports Marketing, Sponsorship, Event Management, Event Planning, Social Media Marketing, Social Media, Ticket Sales, Customer Service, Social Networking, Facebook, Marketing, Management
Education
York College of Pennsylvania 2007 — 2010
Bachelors of Science, Sport Management
Ventura Community College 2003 — 2003
Business Management
Bluffton University 1999 — 2000
Northern Trust September 2012 - Present
Levy Restaurants February 2011 - September 2012
OgilvyAction 2011 - September 2012
Energy BBDO 2011 - April 2012
Chicago Fire January 2010 - July 2010
Harrisburg City Islanders April 2008 - August 2009
Grumbacher Sport and Fitness Center January 2007 - May 2009
Youth Advocate Program August 2005 - January 2007
Skills
Sports, Sports Management, Sports Marketing, Sponsorship, Event Management, Event Planning, Social Media Marketing, Social Media, Ticket Sales, Customer Service, Social Networking, Facebook, Marketing, Management
Education
York College of Pennsylvania 2007 — 2010
Bachelors of Science, Sport Management
Ventura Community College 2003 — 2003
Business Management
Bluffton University 1999 — 2000
Piero Wemyss Piero Wemyss's Northern Trust Experience 2004 - 2006
Job Loan Consultant at Farmers & Merchants Bank NMLSR ID 482940
Industry Banking
Experience
Farmers & Merchants Bank of Long Beach September 2014 - Present
Wells Fargo February 2014 - August 2014
Home Services Lending, LLC October 2011 - January 2014
Bank of America November 2009 - October 2011
Wachovia Wealth Management 2008 - 2009
Wilmington Trust 2006 - 2008
Northern Trust 2004 - 2006
WTAS 2003 - 2004
Skills
Non-profit Board..., Endowment Funds, Credit Analysis, Strategic Planning, Business Development, Mortgage Lending, Real Estate, Investment Properties, Banking, Investments, Credit, Financial Analysis, Finance, Portfolio Management, Loan Origination
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1990 — 1992
MBA, Strategic Management
Cal Poly Pomona 1983 — 1988
BS, Finance
Farmers & Merchants Bank of Long Beach September 2014 - Present
Wells Fargo February 2014 - August 2014
Home Services Lending, LLC October 2011 - January 2014
Bank of America November 2009 - October 2011
Wachovia Wealth Management 2008 - 2009
Wilmington Trust 2006 - 2008
Northern Trust 2004 - 2006
WTAS 2003 - 2004
Skills
Non-profit Board..., Endowment Funds, Credit Analysis, Strategic Planning, Business Development, Mortgage Lending, Real Estate, Investment Properties, Banking, Investments, Credit, Financial Analysis, Finance, Portfolio Management, Loan Origination
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1990 — 1992
MBA, Strategic Management
Cal Poly Pomona 1983 — 1988
BS, Finance
Stephanie Kaiser's Northern Trust Experience 2007 - February 2014
Job Senior Consultant at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation February 2014 - Present
Northern Trust 2007 - February 2014
Skills
Business Development, Business Analysis, Relationship Management, Financial Analysis, Visio, Strategic Planning, Analysis, Business Process...
Education
Butler University - College of Business Administration 1999 — 2003
Northern Trust Corporation February 2014 - Present
Northern Trust 2007 - February 2014
Skills
Business Development, Business Analysis, Relationship Management, Financial Analysis, Visio, Strategic Planning, Analysis, Business Process...
Education
Butler University - College of Business Administration 1999 — 2003
Lori Sutherland Lori Sutherland's Northern Trust Experience 1986 - 1996
Job Wealth Management Professional
Industry Financial Services
Experience
US Trust/State Street Combined N.E. Wealth Management Operations 2003 - 2006
State Street 2000 - 2003
Neuberger Berman 1996 - 2000
Northern Trust 1986 - 1996
Education
University of Miami - School of Business 1985 — 1987
MBA
Boston University Questrom School of Business 1977 — 1980
BSBA, Marketing and Economics
US Trust/State Street Combined N.E. Wealth Management Operations 2003 - 2006
State Street 2000 - 2003
Neuberger Berman 1996 - 2000
Northern Trust 1986 - 1996
Education
University of Miami - School of Business 1985 — 1987
MBA
Boston University Questrom School of Business 1977 — 1980
BSBA, Marketing and Economics
R. Joseph Sullivan Jr., CPWA® R. Joseph Sullivan Jr., CPWA®'s Northern Trust Experience June 2010 - Present
Job Financial Advisor at Northern Trust Securities, Inc.
Industry Financial Services
Experience
Northern Trust June 2010 - Present
Morgan Stanley Smith Barney LLC October 2009 - June 2010
Morgan Stanley Smith Barney LLC April 2005 - October 2009
Smith Barney August 1999 - April 2005
Levi Strauss & Co. December 1992 - July 1999
High Performance Review, Muze, Classical.net 1991 - 1999
Education
Brown University 1988 — 1990
MFA, Creative Writing
Stanford University 1984 — 1988
AB, English - Fiction Writing
Sacramento Waldorf School 1980 — 1984
Diploma
Northern Trust June 2010 - Present
Morgan Stanley Smith Barney LLC October 2009 - June 2010
Morgan Stanley Smith Barney LLC April 2005 - October 2009
Smith Barney August 1999 - April 2005
Levi Strauss & Co. December 1992 - July 1999
High Performance Review, Muze, Classical.net 1991 - 1999
Education
Brown University 1988 — 1990
MFA, Creative Writing
Stanford University 1984 — 1988
AB, English - Fiction Writing
Sacramento Waldorf School 1980 — 1984
Diploma
Dustin Hull Dustin Hull's Northern Trust Experience October 2008 - February 2011
Job Finance Manager, North America at Henderson Global Investors
Industry Financial Services
Experience
Henderson Global Investors April 2013 - Present
Dimensional Fund Advisors February 2011 - March 2013
Northern Trust October 2008 - February 2011
Northern Trust February 2007 - October 2008
Northern Trust September 2005 - January 2007
Hewlett-Packard January 2005 - August 2005
Houston Casualty Company June 2004 - December 2004
Skills
Financial Analysis, Forecasting, Financial Modeling, Strategic Financial..., Budgets, Process Improvement, SAP, Variance Analysis, Accounts Payable, Corporate FP&A, Reporting, Rolling Forecasts, Workforce Planning, Staffing Analysis, Activity Based Costing, Profitability Analysis, Project Management, Project Planning, Problem Solving, Leadership, Change Management, Microsoft Office, Cognos, PeopleSoft, Financial Planning
Education
Northwestern University 2015 — 2016
Post-Baccalaureate Accounting Certificate, CPA Preparation
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2010
MBA, Strategy, Execution & Valuation and Leadership/Change Management
Bowling Green State University 2000 — 2004
Bachelors, Finance
Henderson Global Investors April 2013 - Present
Dimensional Fund Advisors February 2011 - March 2013
Northern Trust October 2008 - February 2011
Northern Trust February 2007 - October 2008
Northern Trust September 2005 - January 2007
Hewlett-Packard January 2005 - August 2005
Houston Casualty Company June 2004 - December 2004
Skills
Financial Analysis, Forecasting, Financial Modeling, Strategic Financial..., Budgets, Process Improvement, SAP, Variance Analysis, Accounts Payable, Corporate FP&A, Reporting, Rolling Forecasts, Workforce Planning, Staffing Analysis, Activity Based Costing, Profitability Analysis, Project Management, Project Planning, Problem Solving, Leadership, Change Management, Microsoft Office, Cognos, PeopleSoft, Financial Planning
Education
Northwestern University 2015 — 2016
Post-Baccalaureate Accounting Certificate, CPA Preparation
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2010
MBA, Strategy, Execution & Valuation and Leadership/Change Management
Bowling Green State University 2000 — 2004
Bachelors, Finance
John Lascody John Lascody's Northern Trust Experience January 2012 - Present
Job Vice President & Senior Banker at Northern Trust
Industry Banking
Experience
Northern Trust January 2012 - Present
Northern Trust 2007 - January 2012
Northern Trust 2006 - 2007
First Midwest Bank May 2004 - June 2006
Skills
Strategic Planning, CRM, Portfolio Management, Financial Services, Process Improvement, Relationship Management, Commercial Lending, Credit, Cross Selling, Management, Finance, Investments, Banking, Corporate Finance
Education
University of Massachusetts, Amherst 2002 — 2004
MBA, Finance
Bradley University 1998 — 2002
Bachelor of Science (BS), Finance, General
Northern Trust January 2012 - Present
Northern Trust 2007 - January 2012
Northern Trust 2006 - 2007
First Midwest Bank May 2004 - June 2006
Skills
Strategic Planning, CRM, Portfolio Management, Financial Services, Process Improvement, Relationship Management, Commercial Lending, Credit, Cross Selling, Management, Finance, Investments, Banking, Corporate Finance
Education
University of Massachusetts, Amherst 2002 — 2004
MBA, Finance
Bradley University 1998 — 2002
Bachelor of Science (BS), Finance, General
Johanna Blackman Johanna Blackman's Northern Trust Experience December 2000 - March 2013
Job Vice President at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company March 2013 - Present
Northern Trust December 2000 - March 2013
First Union January 1994 - December 2000
Skills
Trust Services
Education
Florida Atlantic University 1994 — 1998
Bachelor's degree, Finance, General
Broward Community College 1992 — 1994
Associate of Arts (A.A.), Business Administration and Management, General
The Northern Trust Company March 2013 - Present
Northern Trust December 2000 - March 2013
First Union January 1994 - December 2000
Skills
Trust Services
Education
Florida Atlantic University 1994 — 1998
Bachelor's degree, Finance, General
Broward Community College 1992 — 1994
Associate of Arts (A.A.), Business Administration and Management, General
Kevin Shorts Kevin Shorts's Northern Trust Experience 2006 - 2008
Job Experienced Financial Professional
Industry Financial Services
Experience
SW WealthCare Services, LLC October 2008 - Present
Mesa Arts Center Foundation 2007 - June 2013
Northern Trust 2006 - 2008
Northern Trust 2005 - 2006
Northern Trust 2004 - 2005
Fleet Capital February 1996 - May 2004
Desper Products and Spatializer Audio Laboratories October 1994 - February 1996
Arthur Andersen & Co. June 1991 - October 1994
Skills
Banking, Private Equity, Debt, Loan Syndication, Private Banking, Financial Modeling, Cash Flow Lending, Asset Based Lending, Comprehensive Wealth..., Personal Financial..., Value Based Planning, Mind Mapping, Strategic Financial..., Accounting, Financial Analysis, Vision, Building Relationships, Change Management, Leadership, Personal Budgeting, Corporate Budgeting, Deal Maker, Motivator, Empathy, Consulting, Coaching, Non-profit..., Trusted Advisor, Estate Planning, Motivation, Business Development, Budgets, Credit, Deal Execution, Investment Advisory, Mergers & Acquisitions, Wealth Management..., Syndications, Loans, Due Diligence, Portfolio Management, Asset Allocation, Underwriting, Mutual Funds, Investments, Asset Management, Retirement Planning, Alternative Investments, Investment Management, Investment Strategies
Education
Brigham Young University 1984 — 1991
BS, Accounting/Business
SW WealthCare Services, LLC October 2008 - Present
Mesa Arts Center Foundation 2007 - June 2013
Northern Trust 2006 - 2008
Northern Trust 2005 - 2006
Northern Trust 2004 - 2005
Fleet Capital February 1996 - May 2004
Desper Products and Spatializer Audio Laboratories October 1994 - February 1996
Arthur Andersen & Co. June 1991 - October 1994
Skills
Banking, Private Equity, Debt, Loan Syndication, Private Banking, Financial Modeling, Cash Flow Lending, Asset Based Lending, Comprehensive Wealth..., Personal Financial..., Value Based Planning, Mind Mapping, Strategic Financial..., Accounting, Financial Analysis, Vision, Building Relationships, Change Management, Leadership, Personal Budgeting, Corporate Budgeting, Deal Maker, Motivator, Empathy, Consulting, Coaching, Non-profit..., Trusted Advisor, Estate Planning, Motivation, Business Development, Budgets, Credit, Deal Execution, Investment Advisory, Mergers & Acquisitions, Wealth Management..., Syndications, Loans, Due Diligence, Portfolio Management, Asset Allocation, Underwriting, Mutual Funds, Investments, Asset Management, Retirement Planning, Alternative Investments, Investment Management, Investment Strategies
Education
Brigham Young University 1984 — 1991
BS, Accounting/Business
Robert Dieli Robert Dieli's Northern Trust Experience January 1987 - January 2001
Job Owner, RDLB, Inc. and Capital Markets Consultant
Industry Capital Markets
Experience
RDLB, Inc. November 2001 - Present
MacKay & Company 2002 - 2010
Northern Trust January 1987 - January 2001
Continental Bank 1978 - 1987
University of Texas at Austin 1977 - 1978
Skills
Economic Research, Capital Markets, Financial Markets, Asset Allocation, Portfolio Management, Investment Management, Investments, Equities, Asset Managment, Alternative Investments, Investment Advisory, Hedge Funds, Trading, Securities, Equity Research, Economics, Investment Strategies, Emerging Markets, Options, Mutual Funds, Bonds, Valuation, Derivatives, Commodity, Wealth Management, Private Equity, Financial Modeling, Investment Banking, Venture Capital, Technical Analysis, Series 7, Asset Management, Bloomberg
Education
The University of Texas at Austin 1968 — 1977
Ph.D., Economics
University of Texas 1968 — 1969
Master's Degree, Latin American Studies
Boston College 1964 — 1968
BS, Finance
RDLB, Inc. November 2001 - Present
MacKay & Company 2002 - 2010
Northern Trust January 1987 - January 2001
Continental Bank 1978 - 1987
University of Texas at Austin 1977 - 1978
Skills
Economic Research, Capital Markets, Financial Markets, Asset Allocation, Portfolio Management, Investment Management, Investments, Equities, Asset Managment, Alternative Investments, Investment Advisory, Hedge Funds, Trading, Securities, Equity Research, Economics, Investment Strategies, Emerging Markets, Options, Mutual Funds, Bonds, Valuation, Derivatives, Commodity, Wealth Management, Private Equity, Financial Modeling, Investment Banking, Venture Capital, Technical Analysis, Series 7, Asset Management, Bloomberg
Education
The University of Texas at Austin 1968 — 1977
Ph.D., Economics
University of Texas 1968 — 1969
Master's Degree, Latin American Studies
Boston College 1964 — 1968
BS, Finance
Michelle Davis Michelle Davis's Northern Trust Experience 2008 - 2008
Job Senior Manager at PricewaterhouseCoopers
Industry Information Technology and Services
Experience
PwC May 2015 - Present
PricewaterhouseCoopers July 2010 - April 2015
PricewaterhouseCoopers September 2007 - September 2010
Northern Trust 2008 - 2008
PricewaterhouseCoopers August 2005 - September 2007
Skills
ACL, IT Risk, Monarch, Information Technology, Business Process, Access Lists, Sarbanes-Oxley Act, Enterprise Risk...
Education
Bryant University 2001 — 2005
Bachelor of Science, Information Technology
PwC May 2015 - Present
PricewaterhouseCoopers July 2010 - April 2015
PricewaterhouseCoopers September 2007 - September 2010
Northern Trust 2008 - 2008
PricewaterhouseCoopers August 2005 - September 2007
Skills
ACL, IT Risk, Monarch, Information Technology, Business Process, Access Lists, Sarbanes-Oxley Act, Enterprise Risk...
Education
Bryant University 2001 — 2005
Bachelor of Science, Information Technology
Michael Valdez Michael Valdez's Northern Trust Experience January 2010 - December 2012
Job Regional Banking Administrator Central Region at the Northern Trust Company and Diversity & Inclusion Leader
Industry Banking
Experience
National Association of Asian American Professionals March 2015 - Present
NAAAP Chicago November 2009 - Present
Northern Trust Company November 1984 - Present
Global Diversity & Inclusion @ Northern Trust October 2004 - March 2015
Northern Trust January 2010 - December 2012
NAAAP Chicago December 2007 - November 2008
NAAAP Chicago December 2005 - November 2007
Skills
Product Development, Operational Efficiency, Process Improvement, Strategic Planning, Team Building, Diversity & Inclusion..., Project Management, Program Management, Vendor Management, Financial Analysis, Business Intelligence, CRM, Management, Financial Modeling, Business Development, Training, Banking, Budgets, Leadership, Strategy, Financial Services, Finance
Education
Keller Graduate School of Management of DeVry University 1990 — 1992
MBA, Business
Elmhurst College 1984 — 1987
BA, Business
Bradley University 1974 — 1978
Bachelor of Arts (B.A.), Journalism
Warren Township 1970 — 1974
High School Diploma
National Association of Asian American Professionals March 2015 - Present
NAAAP Chicago November 2009 - Present
Northern Trust Company November 1984 - Present
Global Diversity & Inclusion @ Northern Trust October 2004 - March 2015
Northern Trust January 2010 - December 2012
NAAAP Chicago December 2007 - November 2008
NAAAP Chicago December 2005 - November 2007
Skills
Product Development, Operational Efficiency, Process Improvement, Strategic Planning, Team Building, Diversity & Inclusion..., Project Management, Program Management, Vendor Management, Financial Analysis, Business Intelligence, CRM, Management, Financial Modeling, Business Development, Training, Banking, Budgets, Leadership, Strategy, Financial Services, Finance
Education
Keller Graduate School of Management of DeVry University 1990 — 1992
MBA, Business
Elmhurst College 1984 — 1987
BA, Business
Bradley University 1974 — 1978
Bachelor of Arts (B.A.), Journalism
Warren Township 1970 — 1974
High School Diploma
Andrew Antal Andrew Antal's Northern Trust Experience August 2010 - March 2013
Job CEO at Binary Mechanics LLC
Industry Computer Software
Experience
Binary Mechanics LLC October 2014 - Present
Aviva Investors March 2013 - Present
Northern Trust August 2010 - March 2013
Goldman Sachs March 2010 - September 2010
Backstop Solutions Group February 2007 - March 2010
Merrill Lynch 2003 - 2007
NYSE 2002 - 2006
Skills
Hedge Funds, Alternative Investments, Business Analysis, Equities, Fund Of Funds, CRM, Investor Relations, Options, Relationship Management, JIRA, Agile Methodologies, SaaS, Settlement, Business Strategy, Software Implementation, Product Management, Microsoft Excel, Private Equity, Technology Development, Software Project..., Testing, PowerPoint, Transfer Agency, Settlements, Financial Operations, French, Computer Software..., Brewing, Sarcasm, Microsoft Word, Visio, OpenAir, Endowment Funds, Business Requirements, BlackRock Aladdin, Barclays Point, Data Warehousing, CSM, Equity Trading, Finance, Investment Management, Financial Services, Fixed Income, Securities, Trading Systems, Asset Management, Derivatives, Capital Markets, Trading, Electronic Trading
Education
Loyola University of Chicago - Graduate School of Business 2001 — 2004
MBA, Economics & Finance
Boston University
University of Massachusetts Boston
Binary Mechanics LLC October 2014 - Present
Aviva Investors March 2013 - Present
Northern Trust August 2010 - March 2013
Goldman Sachs March 2010 - September 2010
Backstop Solutions Group February 2007 - March 2010
Merrill Lynch 2003 - 2007
NYSE 2002 - 2006
Skills
Hedge Funds, Alternative Investments, Business Analysis, Equities, Fund Of Funds, CRM, Investor Relations, Options, Relationship Management, JIRA, Agile Methodologies, SaaS, Settlement, Business Strategy, Software Implementation, Product Management, Microsoft Excel, Private Equity, Technology Development, Software Project..., Testing, PowerPoint, Transfer Agency, Settlements, Financial Operations, French, Computer Software..., Brewing, Sarcasm, Microsoft Word, Visio, OpenAir, Endowment Funds, Business Requirements, BlackRock Aladdin, Barclays Point, Data Warehousing, CSM, Equity Trading, Finance, Investment Management, Financial Services, Fixed Income, Securities, Trading Systems, Asset Management, Derivatives, Capital Markets, Trading, Electronic Trading
Education
Loyola University of Chicago - Graduate School of Business 2001 — 2004
MBA, Economics & Finance
Boston University
University of Massachusetts Boston
Barrett Wilson-Murphy Barrett Wilson-Murphy's Northern Trust Experience January 2013 - May 2013
Job Corporate Associate at Paul Hastings LLP
Industry Law Practice
Experience
Paul Hastings December 2013 - Present
Northern Trust January 2013 - May 2013
Credit Suisse July 2006 - August 2010
Skills
Passed MA & NY Bar Exam, Fundraising
Education
Boston College Law School 2010 — 2013
Doctor of Law (JD)
Kings College London 2012 — 2012
Trinity College-Hartford 2002 — 2006
Bachelor's degree, Political Science and Government
Paul Hastings December 2013 - Present
Northern Trust January 2013 - May 2013
Credit Suisse July 2006 - August 2010
Skills
Passed MA & NY Bar Exam, Fundraising
Education
Boston College Law School 2010 — 2013
Doctor of Law (JD)
Kings College London 2012 — 2012
Trinity College-Hartford 2002 — 2006
Bachelor's degree, Political Science and Government
Danielle (Czyz) Mahoney Danielle (Czyz) Mahoney's Northern Trust Experience March 2004 - Present
Job Meeting & Event Manager at Northern Trust
Industry Events Services
Experience
Northern Trust March 2004 - Present
Skills
Event Planning, Corporate Events, Sponsorship, Entertainment, Event Management, Meeting Planning, Social Media, Fundraising, Social Media Marketing, Trade Shows, Public Relations, Customer Service, Hospitality, Budgets, Marketing Strategy, Marketing Communications, Social Networking, Marketing, Email Marketing
Education
Bradley University 1994 — 1998
Northern Trust March 2004 - Present
Skills
Event Planning, Corporate Events, Sponsorship, Entertainment, Event Management, Meeting Planning, Social Media, Fundraising, Social Media Marketing, Trade Shows, Public Relations, Customer Service, Hospitality, Budgets, Marketing Strategy, Marketing Communications, Social Networking, Marketing, Email Marketing
Education
Bradley University 1994 — 1998
David Zambrano David Zambrano's Northern Trust Experience February 2013 - Present
Job Account Manager, Investment Management at Northern Trust Wealth Management
Industry Investment Management
Experience
Northern Trust Wealth Management September 2014 - Present
Northern Trust February 2013 - Present
R Squared Trading September 2012 - December 2012
Islands Restaurants 2009 - 2012
Techzam 2005 - 2007
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Time Management, Research, Social Networking, Access, Sales, Leadership, Team Leadership, Social Media, Public Speaking, Event Planning, Strategic Planning, Event Management, Business Strategy, Marketing, Social Media Marketing, Public Relations, Negotiation, Derivatives, Futures, Critical Thinking, Analysis, Training, Teamwork, Management
Education
California State University-Northridge 2006 — 2012
B.S., Finance
California State University-Northridge 2006 — 2012
B.S., Management
Northern Trust Wealth Management September 2014 - Present
Northern Trust February 2013 - Present
R Squared Trading September 2012 - December 2012
Islands Restaurants 2009 - 2012
Techzam 2005 - 2007
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Time Management, Research, Social Networking, Access, Sales, Leadership, Team Leadership, Social Media, Public Speaking, Event Planning, Strategic Planning, Event Management, Business Strategy, Marketing, Social Media Marketing, Public Relations, Negotiation, Derivatives, Futures, Critical Thinking, Analysis, Training, Teamwork, Management
Education
California State University-Northridge 2006 — 2012
B.S., Finance
California State University-Northridge 2006 — 2012
B.S., Management
Prasanna Venkatesh Sridharan's Northern Trust Experience February 2007 - July 2011
Job .
Industry Outsourcing/Offshoring
Experience
Credit Suisse August 2012 - Present
JPMorgan Chase August 2011 - July 2012
Cognizant Technology Solutions May 2010 - July 2012
Northern Trust February 2007 - July 2011
Cognizant Technology Solutions February 2007 - April 2010
Accenture April 2004 - January 2007
Cognizant Technology Solutions August 2000 - March 2004
Skills
Eclipse, Informatica, SDLC, Data Warehousing, ETL, Requirements Analysis, COBOL, Datastage, DB2, Databases, Business Analysis, Oracle, Data Modeling, Unix Shell Scripting, Business Objects, SOA, Data Integration
Education
University of Madras 1997 — 2000
Bachelor's Degree, Physics - Loyola College Chennai, Gold Medalist
Bharathidasan University 2000 — 2003
Master's Degree, Computer Applications
Credit Suisse August 2012 - Present
JPMorgan Chase August 2011 - July 2012
Cognizant Technology Solutions May 2010 - July 2012
Northern Trust February 2007 - July 2011
Cognizant Technology Solutions February 2007 - April 2010
Accenture April 2004 - January 2007
Cognizant Technology Solutions August 2000 - March 2004
Skills
Eclipse, Informatica, SDLC, Data Warehousing, ETL, Requirements Analysis, COBOL, Datastage, DB2, Databases, Business Analysis, Oracle, Data Modeling, Unix Shell Scripting, Business Objects, SOA, Data Integration
Education
University of Madras 1997 — 2000
Bachelor's Degree, Physics - Loyola College Chennai, Gold Medalist
Bharathidasan University 2000 — 2003
Master's Degree, Computer Applications
Nicholas Lawler's Northern Trust Experience July 2010 - August 2011
Job Vice President 50 South Capital
Industry Financial Services
Experience
50 South Capital (a subsidiary of Northern Trust) July 2015 - Present
Northern Trust Asset Management September 2012 - Present
Northern Trust Asset Management August 2011 - September 2012
Northern Trust July 2010 - August 2011
Northern Trust August 2008 - July 2010
Vedder Price, P.C. 2007 - 2007
Skills
Team Leadership, Financial Markets, Volunteer Leadership, Investment Strategies, High Net Worth..., Fundamental Analysis, Wealth Management..., Strategy, Financial Modeling, Asset Managment, Bloomberg, Portfolio Management, Equity Valuation, Due Diligence, Private Equity, Alternative Investments, Valuation, Venture Capital
Education
Boston College 2004 — 2008
BA, Political Science - International Relations
Loyola Academy 2000 — 2004
50 South Capital (a subsidiary of Northern Trust) July 2015 - Present
Northern Trust Asset Management September 2012 - Present
Northern Trust Asset Management August 2011 - September 2012
Northern Trust July 2010 - August 2011
Northern Trust August 2008 - July 2010
Vedder Price, P.C. 2007 - 2007
Skills
Team Leadership, Financial Markets, Volunteer Leadership, Investment Strategies, High Net Worth..., Fundamental Analysis, Wealth Management..., Strategy, Financial Modeling, Asset Managment, Bloomberg, Portfolio Management, Equity Valuation, Due Diligence, Private Equity, Alternative Investments, Valuation, Venture Capital
Education
Boston College 2004 — 2008
BA, Political Science - International Relations
Loyola Academy 2000 — 2004
Karthikeyan Srinivasan Karthikeyan Srinivasan's Northern Trust Experience 2007 - 2008
Job Technology Specialist at CME Group
Industry Computer Software
Experience
CME Group February 2015 - Present
CME Group July 2011 - January 2015
CME Group December 2010 - August 2011
Saven Technologies August 2007 - November 2010
Northern Trust 2007 - 2008
Cognizant Technology Solutions January 2006 - August 2007
Scandent Solutions 2000 - 2005
Cagamas Berhard 2002 - 2004
Skills
Java Enterprise Edition, SDLC, Java, Oracle, Agile Methodologies, Distributed Systems, Architecture, Architectures, Spring, XML, Web Services, Software Project..., JMS, SOA, Hibernate, Spring Framework, Requirements Analysis
Education
Birla Institute of Technology and Science, Pilani
CME Group February 2015 - Present
CME Group July 2011 - January 2015
CME Group December 2010 - August 2011
Saven Technologies August 2007 - November 2010
Northern Trust 2007 - 2008
Cognizant Technology Solutions January 2006 - August 2007
Scandent Solutions 2000 - 2005
Cagamas Berhard 2002 - 2004
Skills
Java Enterprise Edition, SDLC, Java, Oracle, Agile Methodologies, Distributed Systems, Architecture, Architectures, Spring, XML, Web Services, Software Project..., JMS, SOA, Hibernate, Spring Framework, Requirements Analysis
Education
Birla Institute of Technology and Science, Pilani
Don Berghoff Don Berghoff's Northern Trust Experience June 2006 - March 2008
Job Director of Business Development
Industry E-Learning
Experience
Cogentys Corporation July 2009 - Present
Convergent Wealth Advisors April 2008 - April 2009
Northern Trust June 2006 - March 2008
Northern Trust December 1998 - June 2006
Skills
Sales, Business Strategy, Investments, Business Development, Strategic Planning, Leadership, Wealth Management..., Financial Services, Learning Management, Technology, Finance, Management, Marketing Strategy, CRM, SaaS, Start-ups, Strategy
Education
UCLA Anderson School of Management 2005 — 2006
Certificate in Management, Management
California State University-Northridge 1976 — 1980
Bachelor of Science, Finance
Cogentys Corporation July 2009 - Present
Convergent Wealth Advisors April 2008 - April 2009
Northern Trust June 2006 - March 2008
Northern Trust December 1998 - June 2006
Skills
Sales, Business Strategy, Investments, Business Development, Strategic Planning, Leadership, Wealth Management..., Financial Services, Learning Management, Technology, Finance, Management, Marketing Strategy, CRM, SaaS, Start-ups, Strategy
Education
UCLA Anderson School of Management 2005 — 2006
Certificate in Management, Management
California State University-Northridge 1976 — 1980
Bachelor of Science, Finance
Ryan Schoessow Ryan Schoessow's Northern Trust Experience July 2012 - August 2012
Job Master of Accounting Student at The University of Utah
Industry Higher Education
Experience
Fidelity Investments June 2013 - August 2015
Brigham Young University February 2012 - April 2013
Northern Trust July 2012 - August 2012
Education
University of Utah - David Eccles School of Business 2015 — 2016
Master of Accounting, Tax Track
Brigham Young University 2008 — 2013
Bachelor of Science (BS), Economics
Fidelity Investments June 2013 - August 2015
Brigham Young University February 2012 - April 2013
Northern Trust July 2012 - August 2012
Education
University of Utah - David Eccles School of Business 2015 — 2016
Master of Accounting, Tax Track
Brigham Young University 2008 — 2013
Bachelor of Science (BS), Economics
Donna Coffey Donna Coffey's Northern Trust Experience 2001 - 2012
Job Vice President at The Northern Trust Company
Industry Banking
Experience
The Northern Trust Company November 2002 - Present
Northern Trust 2001 - 2012
Wells Fargo 1996 - 2001
Wells Fargo June 1992 - September 1996
Skills
Private Wealth..., High Net Worth..., Wealth Management, Asset Managment, Wealth Management..., Asset Allocation, Alternative Investments, Estate Planning, Fixed Income, Portfolio Management, Trust Services, Securities, Retirement Planning, Equities, Investment Management, Private Banking, ETFs, Fund Of Funds, Investments, Strategic Financial..., Trust Management, Investment Advisory, Investment Strategies, 401k Rollovers, Banking
Education
California State University-Los Angeles 1993 — 1996
Bachelor of Arts, Sociology
Cerritos College 1989 — 1992
AA, General Studies
The Northern Trust Company November 2002 - Present
Northern Trust 2001 - 2012
Wells Fargo 1996 - 2001
Wells Fargo June 1992 - September 1996
Skills
Private Wealth..., High Net Worth..., Wealth Management, Asset Managment, Wealth Management..., Asset Allocation, Alternative Investments, Estate Planning, Fixed Income, Portfolio Management, Trust Services, Securities, Retirement Planning, Equities, Investment Management, Private Banking, ETFs, Fund Of Funds, Investments, Strategic Financial..., Trust Management, Investment Advisory, Investment Strategies, 401k Rollovers, Banking
Education
California State University-Los Angeles 1993 — 1996
Bachelor of Arts, Sociology
Cerritos College 1989 — 1992
AA, General Studies
Timothy St. Louis Timothy St. Louis's Northern Trust Experience 1997 - 1999
Job Research Fellow at Opportunity Fund
Industry Higher Education
Experience
Opportunity Fund September 2015 - Present
Federal Reserve Bank of Boston September 2014 - March 2015
University of Wisconsin-Madison 2008 - 2015
University of Washington 2007 - 2008
Seattle Public Schools 2005 - 2008
Denver Public Schools 2001 - 2005
Active Communications International 2000 - 2001
Heller Financial 1999 - 2000
Northern Trust 1997 - 1999
Education
University of Wisconsin-Madison 2008 — 2015
Doctor of Philosophy (PhD), Higher Education
University of Wisconsin-Madison 2010 — 2013
Master of Public Administration (M.P.A.)
University of Washington 2005 — 2008
Master of Education (M.Ed.), Higher Education
Metropolitan State College of Denver 2001 — 2003
Teaching Licensure
University of Wisconsin-Madison 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance
Boston College 1992 — 1993
Opportunity Fund September 2015 - Present
Federal Reserve Bank of Boston September 2014 - March 2015
University of Wisconsin-Madison 2008 - 2015
University of Washington 2007 - 2008
Seattle Public Schools 2005 - 2008
Denver Public Schools 2001 - 2005
Active Communications International 2000 - 2001
Heller Financial 1999 - 2000
Northern Trust 1997 - 1999
Education
University of Wisconsin-Madison 2008 — 2015
Doctor of Philosophy (PhD), Higher Education
University of Wisconsin-Madison 2010 — 2013
Master of Public Administration (M.P.A.)
University of Washington 2005 — 2008
Master of Education (M.Ed.), Higher Education
Metropolitan State College of Denver 2001 — 2003
Teaching Licensure
University of Wisconsin-Madison 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance
Boston College 1992 — 1993
Dennis Genshenza's Northern Trust Experience April 2012 - September 2012
Job Future Trainee Solicitor at Ropes & Gray LLP
Industry Banking
Experience
S4S Abroad August 2013 - Present
Northern Trust April 2012 - September 2012
Northern Trust January 2011 - April 2012
TD Waterhouse March 2010 - December 2010
TD Canada Trust May 2008 - February 2010
Skills
Capital Markets, Bloomberg, Fixed Income, Portfolio Management, Investments, Trading, Securities, Wealth Management, Financial Analysis, Finance, Banking, Relationship Management
Education
BPP Law School 2015 — 2016
MA (LPC with Business), Law
University of Sussex 2012 — 2014
Bachelor of Laws (LLB)
Ryerson University 2004 — 2009
Bachelor of Commerce, Accounting and Business/Management
S4S Abroad August 2013 - Present
Northern Trust April 2012 - September 2012
Northern Trust January 2011 - April 2012
TD Waterhouse March 2010 - December 2010
TD Canada Trust May 2008 - February 2010
Skills
Capital Markets, Bloomberg, Fixed Income, Portfolio Management, Investments, Trading, Securities, Wealth Management, Financial Analysis, Finance, Banking, Relationship Management
Education
BPP Law School 2015 — 2016
MA (LPC with Business), Law
University of Sussex 2012 — 2014
Bachelor of Laws (LLB)
Ryerson University 2004 — 2009
Bachelor of Commerce, Accounting and Business/Management
Nick Watka's Northern Trust Experience July 2012 - Present
Job Account Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation April 2015 - Present
Northern Trust July 2012 - Present
Chicago Jesuit Academy December 2011 - Present
TradeForecaster May 2010 - August 2010
ENVIRON May 2008 - August 2009
Skills
Research Analysis, Economic Research, Financial Analysis, Analysis, Access, Finance, Mutual Funds, Valuation, Nonprofits, Public Speaking, Leadership, PowerPoint, Financial Modeling, Spanish, Microsoft Excel
Education
Boston College 2007 — 2011
B.A., Economics and History
Saint Ignatius College Prep 2003 — 2007
High School Diploma, Liberal Arts and Sciences/Liberal Studies
Northern Trust Corporation April 2015 - Present
Northern Trust July 2012 - Present
Chicago Jesuit Academy December 2011 - Present
TradeForecaster May 2010 - August 2010
ENVIRON May 2008 - August 2009
Skills
Research Analysis, Economic Research, Financial Analysis, Analysis, Access, Finance, Mutual Funds, Valuation, Nonprofits, Public Speaking, Leadership, PowerPoint, Financial Modeling, Spanish, Microsoft Excel
Education
Boston College 2007 — 2011
B.A., Economics and History
Saint Ignatius College Prep 2003 — 2007
High School Diploma, Liberal Arts and Sciences/Liberal Studies
Andrew M. Collins's Northern Trust Experience January 2012 - May 2012
Job Counsel at theGroup DC
Industry Government Relations
Experience
theGroup DC June 2013 - Present
The United States Senate Committee on Banking, Housing and Urban Affairs March 2013 - May 2013
Northern Trust January 2012 - May 2012
Lawyers' Committee for Civil Rights of Boston May 2011 - August 2011
GE May 2010 - August 2010
White House May 2009 - August 2009
Florida A&M University June 2008 - May 2009
Skills
Legal Research, Research, Public Policy, Public Speaking, Nonprofits, Leadership, Community Outreach, Fundraising, Event Planning, Policy, Legal Writing
Education
King's College London, U. of London 2012 — 2012
Banking, Corporate, Finance, and Securities Law
Boston College Law School 2009 — 2012
J.D.
Florida Agricultural and Mechanical University 2004 — 2009
MBA
Florida Agricultural and Mechanical University 2004 — 2009
Bachelor of Science (B.S.), Finance
theGroup DC June 2013 - Present
The United States Senate Committee on Banking, Housing and Urban Affairs March 2013 - May 2013
Northern Trust January 2012 - May 2012
Lawyers' Committee for Civil Rights of Boston May 2011 - August 2011
GE May 2010 - August 2010
White House May 2009 - August 2009
Florida A&M University June 2008 - May 2009
Skills
Legal Research, Research, Public Policy, Public Speaking, Nonprofits, Leadership, Community Outreach, Fundraising, Event Planning, Policy, Legal Writing
Education
King's College London, U. of London 2012 — 2012
Banking, Corporate, Finance, and Securities Law
Boston College Law School 2009 — 2012
J.D.
Florida Agricultural and Mechanical University 2004 — 2009
MBA
Florida Agricultural and Mechanical University 2004 — 2009
Bachelor of Science (B.S.), Finance
Joseph Palamara, CFA's Northern Trust Experience August 2013 - Present
Job Hedge Fund Services Product Control | Middle Office
Industry Financial Services
Experience
Northern Trust August 2013 - Present
BNY Mellon August 2012 - August 2013
Credit Suisse July 2010 - July 2011
Merrill Lynch March 2007 - July 2010
JPMorgan Chase March 2005 - March 2007
BNP Paribas 2000 - 2003
Skills
Middle Office, Fixed Income, Derivatives, FX, Operational Excellence, General Ledger, Accounting, Cash Management, Team Building, Team Management, Product Control, Risk Management, Anti Money Laundering, FX Options, Emerging Markets, Settlement, Swaps, Trading, Credit Derivatives, Asset Management, Securities, Options, Bloomberg, Trading Systems, Financial Risk, Portfolio Management, Financial Services, Capital Markets, Banking, Valuation, Structured Products, Credit, Operational Risk, Finance, Hedge Funds, Treasury, Collateral Management, Interest Rate..., Investment Banking, Currency, Bonds, Financial Markets, Interest Rates, Market Risk, Alternative Investments, Equities, Management, Analysis, Structured Finance, Investments
Education
Boston College 1991 — 1995
Bachelor of Science, Finance
Northern Trust August 2013 - Present
BNY Mellon August 2012 - August 2013
Credit Suisse July 2010 - July 2011
Merrill Lynch March 2007 - July 2010
JPMorgan Chase March 2005 - March 2007
BNP Paribas 2000 - 2003
Skills
Middle Office, Fixed Income, Derivatives, FX, Operational Excellence, General Ledger, Accounting, Cash Management, Team Building, Team Management, Product Control, Risk Management, Anti Money Laundering, FX Options, Emerging Markets, Settlement, Swaps, Trading, Credit Derivatives, Asset Management, Securities, Options, Bloomberg, Trading Systems, Financial Risk, Portfolio Management, Financial Services, Capital Markets, Banking, Valuation, Structured Products, Credit, Operational Risk, Finance, Hedge Funds, Treasury, Collateral Management, Interest Rate..., Investment Banking, Currency, Bonds, Financial Markets, Interest Rates, Market Risk, Alternative Investments, Equities, Management, Analysis, Structured Finance, Investments
Education
Boston College 1991 — 1995
Bachelor of Science, Finance
Brian Munter Brian Munter's Northern Trust Experience May 2006 - January 2007
Job Senior Manager at Sogeti
Industry Information Technology and Services
Experience
Sogeti September 2002 - Present
National Merit Scholarship Corporation November 2009 - Present
Blue Cross Blue Shield Association January 2008 - October 2009
Northern Trust May 2006 - January 2007
FTD September 2002 - May 2006
Synetro Group March 2001 - September 2002
Mepco March 2001 - September 2002
CoreComm January 2001 - March 2001
marchFIRST March 2000 - March 2001
HEB March 2000 - January 2001
Skills
SDLC, SOA, Enterprise Architecture, IT Strategy, Solution Architecture, Program Management, SharePoint, Leadership, Requirements Analysis, Business Intelligence, Software Project..., Agile Methodologies, Business Analysis, Integration, Requirements Gathering, Business Process, Management, Software Development, Project Portfolio..., Data Modeling, PMO, Business Process..., Data Warehousing, Enterprise Software, Vendor Management
Education
Bradley University 1995 — 1999
B.S., Business Management / Information Systems
Sogeti September 2002 - Present
National Merit Scholarship Corporation November 2009 - Present
Blue Cross Blue Shield Association January 2008 - October 2009
Northern Trust May 2006 - January 2007
FTD September 2002 - May 2006
Synetro Group March 2001 - September 2002
Mepco March 2001 - September 2002
CoreComm January 2001 - March 2001
marchFIRST March 2000 - March 2001
HEB March 2000 - January 2001
Skills
SDLC, SOA, Enterprise Architecture, IT Strategy, Solution Architecture, Program Management, SharePoint, Leadership, Requirements Analysis, Business Intelligence, Software Project..., Agile Methodologies, Business Analysis, Integration, Requirements Gathering, Business Process, Management, Software Development, Project Portfolio..., Data Modeling, PMO, Business Process..., Data Warehousing, Enterprise Software, Vendor Management
Education
Bradley University 1995 — 1999
B.S., Business Management / Information Systems
Edward Spencer Edward Spencer's Northern Trust Experience 2012 - 2012
Job Director of iOS Deployment at Combined Insurance
Industry Information Technology and Services
Experience
General Growth Properties January 2013 - July 2014
Northern Trust 2012 - 2012
McKinsey & Company January 2011 - 2012
Zurich North America February 2008 - July 2010
Marketing FX, Inc. 2006 - 2008
Foot Locker 2003 - 2006
Skills
Wireless Administration
Education
Saint Joseph's University 2000 — 2004
Marketing
Brookdale Community College 2004 — 2005
AS, Business Administration and Management, General
General Growth Properties January 2013 - July 2014
Northern Trust 2012 - 2012
McKinsey & Company January 2011 - 2012
Zurich North America February 2008 - July 2010
Marketing FX, Inc. 2006 - 2008
Foot Locker 2003 - 2006
Skills
Wireless Administration
Education
Saint Joseph's University 2000 — 2004
Marketing
Brookdale Community College 2004 — 2005
AS, Business Administration and Management, General
Archana Kejriwal Archana Kejriwal's Northern Trust Experience September 2008 - June 2009
Job Sr. Market Research and Strategy Analyst at Freddie Mac
Industry Financial Services
Experience
Freddie Mac July 2009 - Present
Freddie Mac June 2009 - Present
Northern Trust September 2008 - June 2009
FINRA May 2008 - August 2008
Cerner Healthcare Solutions June 2006 - June 2007
Skills
Derivatives, Valuation, Credit Risk, Fixed Income, Business Analysis, Quality Assurance, Data Analysis, Financial Modeling, Financial Analysis, Quantitative Finance, Structured Finance, Analytics, Risk Management, VBA, Market Risk, Portfolio Management, Quantitative Analytics, Strategy, Analysis, Market Research
Education
Illinois Institute of Technology 2007 — 2009
Masters, Finance
Bharati Vidyapeeth 2002 — 2006
Bachelor's degree, Information Technology
Freddie Mac July 2009 - Present
Freddie Mac June 2009 - Present
Northern Trust September 2008 - June 2009
FINRA May 2008 - August 2008
Cerner Healthcare Solutions June 2006 - June 2007
Skills
Derivatives, Valuation, Credit Risk, Fixed Income, Business Analysis, Quality Assurance, Data Analysis, Financial Modeling, Financial Analysis, Quantitative Finance, Structured Finance, Analytics, Risk Management, VBA, Market Risk, Portfolio Management, Quantitative Analytics, Strategy, Analysis, Market Research
Education
Illinois Institute of Technology 2007 — 2009
Masters, Finance
Bharati Vidyapeeth 2002 — 2006
Bachelor's degree, Information Technology
Mohamed Sadiq Ali Basheer Mohamed Sadiq Ali Basheer's Northern Trust Experience August 2010 - December 2010
Job Consultant at Jones Lang LaSalle
Industry Information Technology and Services
Experience
Jones Lang LaSalle July 2012 - Present
Maven Wave Partners October 2011 - July 2012
AlphaMetrix, LLC October 2011 - July 2012
Answers Media December 2010 - August 2011
Northern Trust August 2010 - December 2010
Citadel Investment Group October 2009 - September 2010
Xelleration August 2009 - September 2009
Waterford Technologies April 2008 - July 2009
Commerce Velocity Inc January 2001 - March 2008
Ace Technologies March 2000 - December 2000
Skills
.NET, Enterprise Architecture, Microsoft SQL Server, SharePoint, C#, ASP.NET, SQL, IIS, XML, JavaScript, SOA, Web Services, SDLC, SQL Server 2000-2008, WCF, Business Intelligence, Agile Methodologies, jQuery, MS Project, AJAX, Software Project..., Design Patterns, Business Analysis, Product Development, C#.Net, SOAP, T-SQL, ASP.NET MVC, LINQ, TFS, HTML 5, Microsoft Technologies, JSON, Systems Analysis, CoffeeScript, Knockout, Solution Implementation, Software Implementation, Solution Development, Data Integration, Financial Markets, Fixed Income, Mortgage Lending, Mortgage Servicing, Automated Underwriting..., MVVM, AngularJS, Visio, SSRS, VB.NET
Education
Bharathidasan University 1997 — 1999
MCA, Computer Science
The New College 1992 — 1995
Bachelors, Computer Science
Sarvajana Higher Secondary School 1991 — 1992
HSC, Maths, Physics, Chemistry and Biology
Jones Lang LaSalle July 2012 - Present
Maven Wave Partners October 2011 - July 2012
AlphaMetrix, LLC October 2011 - July 2012
Answers Media December 2010 - August 2011
Northern Trust August 2010 - December 2010
Citadel Investment Group October 2009 - September 2010
Xelleration August 2009 - September 2009
Waterford Technologies April 2008 - July 2009
Commerce Velocity Inc January 2001 - March 2008
Ace Technologies March 2000 - December 2000
Skills
.NET, Enterprise Architecture, Microsoft SQL Server, SharePoint, C#, ASP.NET, SQL, IIS, XML, JavaScript, SOA, Web Services, SDLC, SQL Server 2000-2008, WCF, Business Intelligence, Agile Methodologies, jQuery, MS Project, AJAX, Software Project..., Design Patterns, Business Analysis, Product Development, C#.Net, SOAP, T-SQL, ASP.NET MVC, LINQ, TFS, HTML 5, Microsoft Technologies, JSON, Systems Analysis, CoffeeScript, Knockout, Solution Implementation, Software Implementation, Solution Development, Data Integration, Financial Markets, Fixed Income, Mortgage Lending, Mortgage Servicing, Automated Underwriting..., MVVM, AngularJS, Visio, SSRS, VB.NET
Education
Bharathidasan University 1997 — 1999
MCA, Computer Science
The New College 1992 — 1995
Bachelors, Computer Science
Sarvajana Higher Secondary School 1991 — 1992
HSC, Maths, Physics, Chemistry and Biology
Ann Rogula Ann Rogula's Northern Trust Experience April 2011 - Present
Job Vice President, Manager, Applications at Northern Trust
Industry Online Media
Experience
Northern Trust April 2011 - Present
Northern Trust November 2009 - April 2011
BearingPoint July 2002 - March 2009
Motorola 2006 - 2007
Avaya 2004 - 2005
Andersen Business Consulting September 2000 - July 2002
McGraw-Hill 1998 - 2000
Skills
E-commerce, CMS, Project Management, User Interface Design, Enterprise Content..., Program Management, Business Process..., Requirements Analysis, Vendor Management
Education
The School of the Art Institute of Chicago 1986 — 1989
MFA
S.U.N.Y., Albany 1985 — 1986
MA
Brown University 1981 — 1985
AB
Northern Trust April 2011 - Present
Northern Trust November 2009 - April 2011
BearingPoint July 2002 - March 2009
Motorola 2006 - 2007
Avaya 2004 - 2005
Andersen Business Consulting September 2000 - July 2002
McGraw-Hill 1998 - 2000
Skills
E-commerce, CMS, Project Management, User Interface Design, Enterprise Content..., Program Management, Business Process..., Requirements Analysis, Vendor Management
Education
The School of the Art Institute of Chicago 1986 — 1989
MFA
S.U.N.Y., Albany 1985 — 1986
MA
Brown University 1981 — 1985
AB
Nicole (Oviatt) Burrows Nicole (Oviatt) Burrows's Northern Trust Experience February 2008 - October 2012
Job Executive Assistant at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust October 2012 - Present
Northern Trust February 2008 - October 2012
Oviatt Marine, Inc. October 2006 - December 2007
Club Med May 2003 - October 2006
Oviatt Marine, Inc. January 2000 - April 2003
PepsiCo - Pepsi Beverages Company April 1997 - December 1999
Education
Argosy University San Francisco Bay Area 2006 — 2008
Masters, Education
California State University-Long Beach 1994 — 1997
Bachelor, Interpersonal Communication
Bessemer Trust October 2012 - Present
Northern Trust February 2008 - October 2012
Oviatt Marine, Inc. October 2006 - December 2007
Club Med May 2003 - October 2006
Oviatt Marine, Inc. January 2000 - April 2003
PepsiCo - Pepsi Beverages Company April 1997 - December 1999
Education
Argosy University San Francisco Bay Area 2006 — 2008
Masters, Education
California State University-Long Beach 1994 — 1997
Bachelor, Interpersonal Communication
Mildre Castro Mildre Castro's Northern Trust Experience August 2013 - Present
Job Investment Associate at Northern Trust
Industry Financial Services
Experience
Northern Trust August 2013 - Present
Northern Trust October 2006 - August 2013
Tax Year 2009 VITA Program Volunteer January 2010 - April 2010
Vigo Money Transfer March 2006 - October 2006
Skills
Tax, Financial Reporting, Banking, Tax Preparation, Accounts Payable, Financial Statements, Accounting, Financial Accounting, Account Reconciliation, General Ledger
Education
Broward Community College 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Supervision and Management
Broward Community College 2010 — 2011
Associate of Arts (A.A.), Accounting
Broward Community College 2007 — 2010
Accounting Applications
Northern Trust August 2013 - Present
Northern Trust October 2006 - August 2013
Tax Year 2009 VITA Program Volunteer January 2010 - April 2010
Vigo Money Transfer March 2006 - October 2006
Skills
Tax, Financial Reporting, Banking, Tax Preparation, Accounts Payable, Financial Statements, Accounting, Financial Accounting, Account Reconciliation, General Ledger
Education
Broward Community College 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Supervision and Management
Broward Community College 2010 — 2011
Associate of Arts (A.A.), Accounting
Broward Community College 2007 — 2010
Accounting Applications
Kathryn Busch's Northern Trust Experience July 2007 - July 2009
Job Financial Services Marketing, Sales Management, Client Experience
Industry Financial Services
Experience
LPL Financial July 2009 - Present
Northern Trust July 2007 - July 2009
Silvergate Bank August 2005 - June 2007
US Bank December 2002 - August 2005
Wells Fargo Bank, NA October 2000 - December 2001
Wells Fargo Bank, NA April 1999 - September 2000
Wells Fargo Bank, NA January 1997 - March 1999
Wells Fargo Bank, NA December 1994 - December 1996
Wells Fargo Bank, NA January 1993 - December 1994
Skills
Banking, Mortgage Lending, Investments, Loans, Strategic Planning, Wealth Management, Mutual Funds, Credit, Asset Managment, Securities, Portfolio Management, Financial Services, Commercial Banking, Financial Goals, Series 7, Public Relations
Education
University of California, Irvine 1985 — 1988
MBA, Management
California State University, Fresno 1977 — 1981
BA, Journalism
LPL Financial July 2009 - Present
Northern Trust July 2007 - July 2009
Silvergate Bank August 2005 - June 2007
US Bank December 2002 - August 2005
Wells Fargo Bank, NA October 2000 - December 2001
Wells Fargo Bank, NA April 1999 - September 2000
Wells Fargo Bank, NA January 1997 - March 1999
Wells Fargo Bank, NA December 1994 - December 1996
Wells Fargo Bank, NA January 1993 - December 1994
Skills
Banking, Mortgage Lending, Investments, Loans, Strategic Planning, Wealth Management, Mutual Funds, Credit, Asset Managment, Securities, Portfolio Management, Financial Services, Commercial Banking, Financial Goals, Series 7, Public Relations
Education
University of California, Irvine 1985 — 1988
MBA, Management
California State University, Fresno 1977 — 1981
BA, Journalism
Steven Santiccioli's Northern Trust Experience July 1993 - Present
Job Vice President at Northern Trust Corporation
Industry Investment Management
Experience
Northern Trust July 1993 - Present
Northern Trust Corporation June 1993 - Present
Deutsche Bank 1998 - 2003
Bankers Trust 1993 - 1998
Skills
Equities, Hedge Funds, Fixed Income, Bloomberg, Derivatives, Portfolio Management, Alternative Investments, Asset Allocation, Options, Investment Management, Investment Strategies, Securities, Bonds, ETFs, Emerging Markets
Education
Fordham University 1995 — 1998
Master of Business Administration (MBA), Finance, General, 3.8
Bucknell University 1987 — 1991
BA, Finance
Northern Trust July 1993 - Present
Northern Trust Corporation June 1993 - Present
Deutsche Bank 1998 - 2003
Bankers Trust 1993 - 1998
Skills
Equities, Hedge Funds, Fixed Income, Bloomberg, Derivatives, Portfolio Management, Alternative Investments, Asset Allocation, Options, Investment Management, Investment Strategies, Securities, Bonds, ETFs, Emerging Markets
Education
Fordham University 1995 — 1998
Master of Business Administration (MBA), Finance, General, 3.8
Bucknell University 1987 — 1991
BA, Finance
Stephanie Pestrak Stephanie Pestrak's Northern Trust Experience September 2014 - September 2015
Job Management Consultant
Industry Information Technology and Services
Experience
Northern Trust September 2014 - September 2015
Health Care Services Corp June 2008 - February 2011
Morgan Stanley Credit Corp October 2007 - May 2008
UBS July 2005 - September 2007
Aon November 2001 - July 2005
Allstate February 1997 - August 2000
Kemper April 1994 - August 1997
Additional Experience June 1982 - April 1994
Skills
SDLC, Vendor Management, Process Improvement, IT Strategy, Visio, PMP, Business Intelligence, Enterprise Architecture, Business Analysis, Requirements Gathering, Data Warehousing, Requirements Analysis, Software Project..., PMO, Program Management, Project Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
Master of Business Administration (M.B.A.), Financial Management
Bradley University 1980 — 1982
Bachelor of Science (B.S.), Computer Science
Northern Trust September 2014 - September 2015
Health Care Services Corp June 2008 - February 2011
Morgan Stanley Credit Corp October 2007 - May 2008
UBS July 2005 - September 2007
Aon November 2001 - July 2005
Allstate February 1997 - August 2000
Kemper April 1994 - August 1997
Additional Experience June 1982 - April 1994
Skills
SDLC, Vendor Management, Process Improvement, IT Strategy, Visio, PMP, Business Intelligence, Enterprise Architecture, Business Analysis, Requirements Gathering, Data Warehousing, Requirements Analysis, Software Project..., PMO, Program Management, Project Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
Master of Business Administration (M.B.A.), Financial Management
Bradley University 1980 — 1982
Bachelor of Science (B.S.), Computer Science
Andre Buckles's Northern Trust Experience July 2013 - March 2015
Job
Industry Financial Services
Experience
Zurich North America April 2015 - Present
Northern Trust July 2013 - March 2015
Northern Trust July 2000 - March 2015
The Northern Trust Company July 2011 - July 2013
The Northern Trust Company September 2009 - July 2011
The Northern Trust Company November 2007 - September 2009
The Northern Trust Company July 2000 - October 2007
witt kieffer 1996 - 2000
Skills
Kenexa BrassRing, Virtual Team Management, Executive Recruitment, Strategic Planning, APAC Recruitment, Project Management, Asia Pacific, Coaching Staff, RPO Management, Staff Management, BrassRing, APAC, Recruiting, Executive Search, RPO, Succession Planning, Talent Acquisition, Management, Talent Management, Strategic Vision, Leadership, Training, Financial Services, Interviews, Human Resources, Banking, Wealth Management, Hiring, Executive Management, Team Building, College Recruiting, Internet Recruiting, Team Management, Onboarding, Change Management, Employee Engagement, Mergers & Acquisitions, Performance Management, Applicant Tracking..., Search, Workforce Planning, Technical Recruiting, HRIS, Vendor Management, Personnel Management, HR Consulting, Employee Relations, Deferred Compensation, Benefits Negotiation, Employee Benefits
Education
University of Wisconsin-Madison 1992 — 1993
Bachelors
Boston University 1989 — 1991
Zurich North America April 2015 - Present
Northern Trust July 2013 - March 2015
Northern Trust July 2000 - March 2015
The Northern Trust Company July 2011 - July 2013
The Northern Trust Company September 2009 - July 2011
The Northern Trust Company November 2007 - September 2009
The Northern Trust Company July 2000 - October 2007
witt kieffer 1996 - 2000
Skills
Kenexa BrassRing, Virtual Team Management, Executive Recruitment, Strategic Planning, APAC Recruitment, Project Management, Asia Pacific, Coaching Staff, RPO Management, Staff Management, BrassRing, APAC, Recruiting, Executive Search, RPO, Succession Planning, Talent Acquisition, Management, Talent Management, Strategic Vision, Leadership, Training, Financial Services, Interviews, Human Resources, Banking, Wealth Management, Hiring, Executive Management, Team Building, College Recruiting, Internet Recruiting, Team Management, Onboarding, Change Management, Employee Engagement, Mergers & Acquisitions, Performance Management, Applicant Tracking..., Search, Workforce Planning, Technical Recruiting, HRIS, Vendor Management, Personnel Management, HR Consulting, Employee Relations, Deferred Compensation, Benefits Negotiation, Employee Benefits
Education
University of Wisconsin-Madison 1992 — 1993
Bachelors
Boston University 1989 — 1991
Deborah Schneider's Northern Trust Experience 2006 - Present
Job
Industry Financial Services
Experience
Northern Trust 2006 - Present
Federal Reserve Bank of Chicago March 2002 - 2005
First Midwest Bank February 1995 - March 2002
First Midwest Bank June 1986 - February 1995
Deloitte Haskins & Sells August 1983 - May 1986
Education
Bradley University
Bachelor of Science, Accounting
Northern Trust 2006 - Present
Federal Reserve Bank of Chicago March 2002 - 2005
First Midwest Bank February 1995 - March 2002
First Midwest Bank June 1986 - February 1995
Deloitte Haskins & Sells August 1983 - May 1986
Education
Bradley University
Bachelor of Science, Accounting
Yvonne Tieu's Northern Trust Experience May 2007 - December 2013
Job Manager, Digital Campaigns USA at BMO Financial Group
Industry Marketing and Advertising
Experience
BMO Financial Group December 2013 - Present
Northern Trust May 2007 - December 2013
Hewlett-Packard January 2004 - April 2007
Aaron Brothers August 2000 - May 2003
Skills
Salesforce.com, Web Analytics, Online Advertising, CRM, Analytics, Marketing Communications, Digital Marketing, Business Intelligence, Business Strategy, Marketing Strategy, Marketing Analytics, Online Marketing..., Email Marketing, Online Marketing, Marketing Operations, Advertising, Mobile Advertising, Mobile Marketing, Project Management, Campaign Management, Campaign Strategies, Direct Mail Campaigns, Online Campaign..., Lead Generation, CRM databases, Web Analytics..., ExactTarget, RightNow, Survey Gizmo, Cision, SharePoint, Pointroll, Eyeblaster, Google Adwords, Omniture, Market Research
Education
California State University-Los Angeles
Bachelor of Science, Business Administration – Marketing Management
BMO Financial Group December 2013 - Present
Northern Trust May 2007 - December 2013
Hewlett-Packard January 2004 - April 2007
Aaron Brothers August 2000 - May 2003
Skills
Salesforce.com, Web Analytics, Online Advertising, CRM, Analytics, Marketing Communications, Digital Marketing, Business Intelligence, Business Strategy, Marketing Strategy, Marketing Analytics, Online Marketing..., Email Marketing, Online Marketing, Marketing Operations, Advertising, Mobile Advertising, Mobile Marketing, Project Management, Campaign Management, Campaign Strategies, Direct Mail Campaigns, Online Campaign..., Lead Generation, CRM databases, Web Analytics..., ExactTarget, RightNow, Survey Gizmo, Cision, SharePoint, Pointroll, Eyeblaster, Google Adwords, Omniture, Market Research
Education
California State University-Los Angeles
Bachelor of Science, Business Administration – Marketing Management
Aman Chug's Northern Trust Experience April 2010 - October 2011
Job Senior Manager II at BMO Financial Group
Industry Banking
Experience
BMO Financial Group April 2013 - Present
BMO Financial Group October 2011 - April 2013
Northern Trust April 2010 - October 2011
HSBC Holdings, Inc. July 2008 - March 2010
ABN AMRO/ LaSalle Bank/Bank of America September 2004 - June 2008
ABN AMRO Bank/LaSalle Bank November 2002 - April 2004
ABN AMRO Bank/LaSalle Bank August 1999 - October 2002
Skills
Banking, Basel II, Credit Risk, Financial Risk, Capital Markets, Credit Analysis, Finance, Budgets, Financial Analysis, Risk Management, Financial Modeling, Corporate Finance, Treasury Management, Business Analysis, Financial Services, CCAR, Analysis, Business Process, Strategic Financial..., SDLC, Credit, Treasury, Management, Leadership, MIS, Enterprise Risk..., ALM, Business Intelligence, Variance Analysis, Financial Forecasting
Education
Bowling Green State University
MBA, Concentration in Finance
St. Xavier's College
Bachelor of Commerce, Accounting
BMO Financial Group April 2013 - Present
BMO Financial Group October 2011 - April 2013
Northern Trust April 2010 - October 2011
HSBC Holdings, Inc. July 2008 - March 2010
ABN AMRO/ LaSalle Bank/Bank of America September 2004 - June 2008
ABN AMRO Bank/LaSalle Bank November 2002 - April 2004
ABN AMRO Bank/LaSalle Bank August 1999 - October 2002
Skills
Banking, Basel II, Credit Risk, Financial Risk, Capital Markets, Credit Analysis, Finance, Budgets, Financial Analysis, Risk Management, Financial Modeling, Corporate Finance, Treasury Management, Business Analysis, Financial Services, CCAR, Analysis, Business Process, Strategic Financial..., SDLC, Credit, Treasury, Management, Leadership, MIS, Enterprise Risk..., ALM, Business Intelligence, Variance Analysis, Financial Forecasting
Education
Bowling Green State University
MBA, Concentration in Finance
St. Xavier's College
Bachelor of Commerce, Accounting
Kristin Odeh's Northern Trust Experience January 2009 - May 2014
Job Deputy Director, T&O Strategy, Transformation & Data Management at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. September 2015 - Present
CompliSolutions, Inc October 2014 - August 2015
Northern Trust January 2009 - May 2014
Northern Trust October 2007 - January 2009
Dell, Inc September 2006 - September 2007
Dell Inc September 2005 - September 2006
Dell Inc January 2005 - September 2005
Ford Motor Company January 2004 - January 2005
Ford Motor Company June 1999 - January 2004
Sears Roebuck & Co April 1992 - June 1999
Skills
Vendor Management, Program Management, Strategic Planning, Risk Management, Change Management, Governance, Integration, Organizational..., Information Technology, Enterprise Software, Business Process..., IT Strategy, Negotiation, Cross-functional Team..., Strategy, Project Management, Process Improvement, Management Consulting, Outsourcing, Business Analysis, CRM, Transformational..., Operations Management, Public Speaking, Business Continuity, Relationship Mgmt, SDLC, Leadership, Call Center Development, Management, PMO, Executive Management, Financial Services, Business Strategy, Compliance, Lettings, Regulatory Guidelines, Business Transformation, Team Management, Disaster Recovery, Project Planning, Portfolio Management, Start-ups, Team Building, Business Development, Consulting, Budgets, Analytics, Project Portfolio..., Business Process
Education
Northwestern University - Kellogg School of Management 2009 — 2009
Exceutive Program, Risk Management
Harvard Business School 2004 — 2004
Adv, Decisioning Information Systems
Duke University - The Fuqua School of Business 2000 — 2000
Adv, Marketing & Communications
Bradley University 1979 — 1982
Santander Bank, N.A. September 2015 - Present
CompliSolutions, Inc October 2014 - August 2015
Northern Trust January 2009 - May 2014
Northern Trust October 2007 - January 2009
Dell, Inc September 2006 - September 2007
Dell Inc September 2005 - September 2006
Dell Inc January 2005 - September 2005
Ford Motor Company January 2004 - January 2005
Ford Motor Company June 1999 - January 2004
Sears Roebuck & Co April 1992 - June 1999
Skills
Vendor Management, Program Management, Strategic Planning, Risk Management, Change Management, Governance, Integration, Organizational..., Information Technology, Enterprise Software, Business Process..., IT Strategy, Negotiation, Cross-functional Team..., Strategy, Project Management, Process Improvement, Management Consulting, Outsourcing, Business Analysis, CRM, Transformational..., Operations Management, Public Speaking, Business Continuity, Relationship Mgmt, SDLC, Leadership, Call Center Development, Management, PMO, Executive Management, Financial Services, Business Strategy, Compliance, Lettings, Regulatory Guidelines, Business Transformation, Team Management, Disaster Recovery, Project Planning, Portfolio Management, Start-ups, Team Building, Business Development, Consulting, Budgets, Analytics, Project Portfolio..., Business Process
Education
Northwestern University - Kellogg School of Management 2009 — 2009
Exceutive Program, Risk Management
Harvard Business School 2004 — 2004
Adv, Decisioning Information Systems
Duke University - The Fuqua School of Business 2000 — 2000
Adv, Marketing & Communications
Bradley University 1979 — 1982
Andrew Chernicoff's Northern Trust Experience January 2013 - Present
Job Northern Trust Hedge Fund Services
Industry Financial Services
Experience
Northern Trust January 2013 - Present
BNY Mellon March 2012 - January 2013
UBS Investment Bank June 2007 - September 2011
Mizuho Capital Markets Corp. October 1992 - May 2007
Royal Bank of Canada March 1991 - October 1992
Skills
Derivatives, Middle Office, Credit Derivatives, Back Office, Rates, Operational Risk, People Development, Interest Rate..., Collateral Management, FX Options, Fixed Income, Credit Risk, Settlement, Swaps, Capital Markets, Structured Products, Equities, Prime Brokerage
Education
State University of New York at Binghamton 1985 — 1989
BA, Economics
Northern Trust January 2013 - Present
BNY Mellon March 2012 - January 2013
UBS Investment Bank June 2007 - September 2011
Mizuho Capital Markets Corp. October 1992 - May 2007
Royal Bank of Canada March 1991 - October 1992
Skills
Derivatives, Middle Office, Credit Derivatives, Back Office, Rates, Operational Risk, People Development, Interest Rate..., Collateral Management, FX Options, Fixed Income, Credit Risk, Settlement, Swaps, Capital Markets, Structured Products, Equities, Prime Brokerage
Education
State University of New York at Binghamton 1985 — 1989
BA, Economics
David Humke's Northern Trust Experience August 2006 - September 2013
Job Financial Analysis Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase September 2013 - Present
Northern Trust August 2006 - September 2013
AC Nielsen December 2004 - August 2006
Skills
R, SAS, Excel VBA, Model Documentation, Technical Presentations, Operational Risk..., Basel II, Analysis, Operational Risk, Market Risk, VBA, Financial Risk, Financial Analysis, Internal Audit, Derivatives, Credit, Fixed Income
Education
Purdue University 2003 — 2004
MS, Economics
Bradley University 2001 — 2003
BS, Economics
JPMorgan Chase September 2013 - Present
Northern Trust August 2006 - September 2013
AC Nielsen December 2004 - August 2006
Skills
R, SAS, Excel VBA, Model Documentation, Technical Presentations, Operational Risk..., Basel II, Analysis, Operational Risk, Market Risk, VBA, Financial Risk, Financial Analysis, Internal Audit, Derivatives, Credit, Fixed Income
Education
Purdue University 2003 — 2004
MS, Economics
Bradley University 2001 — 2003
BS, Economics
Johanna Eakle, CTFA, ChFC's Northern Trust Experience April 2008 - March 2014
Job Vice President, Wealth Management; Manager of Client Support Services
Industry Financial Services
Experience
Northern Trust Corporation October 2014 - Present
Northern Trust Corporation March 2014 - Present
Northern Trust April 2008 - March 2014
Armstrong, Fisch & Tutoli, Attorneys At Law July 2007 - April 2008
AF&T Financial Group July 2007 - April 2008
Pinnacle Financial Group June 2004 - July 2006
John Hancock 2001 - 2004
Morgan Stanley 1999 - 2001
Skills
High Net Worth..., Relationship Management, Customer Satisfaction, Customer Service, Time Management, Project Management, Project Planning, Project Delivery, Client Liaison, Helping Clients Succeed, Process Improvement, Business Process..., Troubleshooting, Problem Solving, Problem Analysis, Strategic Financial..., Trusts, Trusted Advisor, Trust Management, Trust Services, Estate Administration, Series 7, series 66, CTFA, ChFC, CBEST, Asset Allocation, Wealth Management, Financial Analysis
Education
Cannon Financial Institute 2009 — 2011
Trust School Graduate
Institute of Certified Bankers 2009 — 2011
CTFA
The American College
ChFC
Arizona State University, School of Global Management and Leadership 2008 — 2008
California Western School of Law 2006 — 2007
University of California, Los Angeles 2001 — 2006
PFP
California State Polytechnic University-Pomona 1997 — 2001
B.S.
Northern Trust Corporation October 2014 - Present
Northern Trust Corporation March 2014 - Present
Northern Trust April 2008 - March 2014
Armstrong, Fisch & Tutoli, Attorneys At Law July 2007 - April 2008
AF&T Financial Group July 2007 - April 2008
Pinnacle Financial Group June 2004 - July 2006
John Hancock 2001 - 2004
Morgan Stanley 1999 - 2001
Skills
High Net Worth..., Relationship Management, Customer Satisfaction, Customer Service, Time Management, Project Management, Project Planning, Project Delivery, Client Liaison, Helping Clients Succeed, Process Improvement, Business Process..., Troubleshooting, Problem Solving, Problem Analysis, Strategic Financial..., Trusts, Trusted Advisor, Trust Management, Trust Services, Estate Administration, Series 7, series 66, CTFA, ChFC, CBEST, Asset Allocation, Wealth Management, Financial Analysis
Education
Cannon Financial Institute 2009 — 2011
Trust School Graduate
Institute of Certified Bankers 2009 — 2011
CTFA
The American College
ChFC
Arizona State University, School of Global Management and Leadership 2008 — 2008
California Western School of Law 2006 — 2007
University of California, Los Angeles 2001 — 2006
PFP
California State Polytechnic University-Pomona 1997 — 2001
B.S.
Jason Henrikson's Northern Trust Experience June 2010 - Present
Job Audit Leader at Northern Trust Company
Industry Financial Services
Experience
Northern Trust June 2010 - Present
Price Waterhouse Coopers August 2006 - May 2010
Globalization Group, Inc. January 2005 - April 2006
Education
Brigham Young University 2002 — 2006
Northern Trust June 2010 - Present
Price Waterhouse Coopers August 2006 - May 2010
Globalization Group, Inc. January 2005 - April 2006
Education
Brigham Young University 2002 — 2006
Duane Teevans's Northern Trust Experience 2001 - 2004
Job Vice President, Senior Portfolio Manager at Bank of the West
Industry Financial Services
Experience
Bank of the West 2008 - Present
BNY Mellon 2004 - 2008
Northern Trust 2001 - 2004
Mellon 1st Business Bank 1996 - 2001
Education
Loyola Marymount University, College of Business Administration 1999 — 2001
MBA, International Finance
California State University-Los Angeles 1993 — 1996
B.S., Finance
Bank of the West 2008 - Present
BNY Mellon 2004 - 2008
Northern Trust 2001 - 2004
Mellon 1st Business Bank 1996 - 2001
Education
Loyola Marymount University, College of Business Administration 1999 — 2001
MBA, International Finance
California State University-Los Angeles 1993 — 1996
B.S., Finance
Grant Ponder's Northern Trust Experience 2007 - 2010
Job Rodeo Wealth Management Group at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. 2011 - Present
ea apparel 2010 - 2012
Northern Trust 2007 - 2010
Merrill Lynch 2005 - 2007
Four Seasons Hotels and Resorts 2001 - 2005
Education
Boston University 1996 — 2000
UBS Financial Services Inc. 2011 - Present
ea apparel 2010 - 2012
Northern Trust 2007 - 2010
Merrill Lynch 2005 - 2007
Four Seasons Hotels and Resorts 2001 - 2005
Education
Boston University 1996 — 2000
Mark Soussan's Northern Trust Experience September 2012 - June 2014
Job Derivatives Specialist at Northern Trust
Industry Investment Management
Experience
Northern Trust September 2012 - June 2014
Northern Trust September 2009 - September 2012
Western Asset Management 2006 - 2009
Skills
Fixed Income, Bloomberg, Derivatives, Portfolio Management, Equities, Financial Analysis, Hedge Funds, Asset Management, Risk Management, Securities, Middle Office, Financial Modeling, Swaps, Financial Markets, Investments
Education
Suffolk University 1992 — 1994
Master of Science (M.S.), Finance, General
Boston University 1986 — 1989
Bachelor of Arts (B.A.), Politial Science
Northern Trust September 2012 - June 2014
Northern Trust September 2009 - September 2012
Western Asset Management 2006 - 2009
Skills
Fixed Income, Bloomberg, Derivatives, Portfolio Management, Equities, Financial Analysis, Hedge Funds, Asset Management, Risk Management, Securities, Middle Office, Financial Modeling, Swaps, Financial Markets, Investments
Education
Suffolk University 1992 — 1994
Master of Science (M.S.), Finance, General
Boston University 1986 — 1989
Bachelor of Arts (B.A.), Politial Science
Alison Byczek's Northern Trust Experience January 2010 - August 2011
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2013 - Present
Kellogg School of Management August 2011 - June 2013
Goldman Sachs June 2012 - August 2012
Northern Trust January 2010 - August 2011
Northern Trust August 2009 - September 2010
Huron Consulting Group September 2007 - July 2009
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration (MBA), •Majors in Finance, Management & Strategy, Management & Organizations
University of Illinois at Urbana-Champaign - College of Business 2004 — 2007
Bachelors, Finance
Boston College 2003 — 2004
Finance
Goldman Sachs July 2013 - Present
Kellogg School of Management August 2011 - June 2013
Goldman Sachs June 2012 - August 2012
Northern Trust January 2010 - August 2011
Northern Trust August 2009 - September 2010
Huron Consulting Group September 2007 - July 2009
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration (MBA), •Majors in Finance, Management & Strategy, Management & Organizations
University of Illinois at Urbana-Champaign - College of Business 2004 — 2007
Bachelors, Finance
Boston College 2003 — 2004
Finance
Rafael J. Quixano's Northern Trust Experience May 2010 - Present
Job Analyst, Alternative Investments
Industry Banking
Experience
Northern Trust May 2010 - Present
Bank of America May 2007 - September 2007
Cruz Rosario & Mendez Ondina Law Offices October 2006 - January 2007
Gillette Puerto Rico October 2005 - May 2006
UBS 2004 - 2004
Banco Santander June 2001 - July 2001
Skills
Asset Management, Accounts Payable, Accounting, Alternative Investments, Mutual Funds, Financial Analysis, Capital Markets, Business Analysis, Management, Auditing, Risk Management, Investments, Banking, Equities, Valuation, Fixed Income, Portfolio Management, Financial Statements, Analysis, Credit, Finance
Education
University of Wisconsin-Whitewater 2013 — 2016
MBA
Inter-American University of Puerto Rico-Metropolitan Campus 2000 — 2004
B.A, Finance 2004
Bradley University 1997 — 2000
Int'l Studies
Marista
Northern Trust May 2010 - Present
Bank of America May 2007 - September 2007
Cruz Rosario & Mendez Ondina Law Offices October 2006 - January 2007
Gillette Puerto Rico October 2005 - May 2006
UBS 2004 - 2004
Banco Santander June 2001 - July 2001
Skills
Asset Management, Accounts Payable, Accounting, Alternative Investments, Mutual Funds, Financial Analysis, Capital Markets, Business Analysis, Management, Auditing, Risk Management, Investments, Banking, Equities, Valuation, Fixed Income, Portfolio Management, Financial Statements, Analysis, Credit, Finance
Education
University of Wisconsin-Whitewater 2013 — 2016
MBA
Inter-American University of Puerto Rico-Metropolitan Campus 2000 — 2004
B.A, Finance 2004
Bradley University 1997 — 2000
Int'l Studies
Marista
Darren Headley's Northern Trust Experience January 1997 - December 1999
Job Investment Consultant
Industry Financial Services
Experience
Towers Watson Investment Services January 2010 - Present
Watson Wyatt Worldwide February 2004 - December 2009
Putnam Investments February 2001 - January 2004
Northern Trust January 1997 - December 1999
Skills
Investments, Financial Modeling, Asset Managment, Valuation, Portfolio Management, Asset Allocation, Equities, Risk Management, Financial Analysis, Fixed Income, Pensions, Investment Strategies, Due Diligence, Alternative Investments, Hedge Funds, Corporate Finance, Investment Management, Financial Services, Strategic Financial..., Retirement, Defined Benefit, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2000
MSF, Finance
Western Illinois University 1992 — 1996
B.B., Finance
Towers Watson Investment Services January 2010 - Present
Watson Wyatt Worldwide February 2004 - December 2009
Putnam Investments February 2001 - January 2004
Northern Trust January 1997 - December 1999
Skills
Investments, Financial Modeling, Asset Managment, Valuation, Portfolio Management, Asset Allocation, Equities, Risk Management, Financial Analysis, Fixed Income, Pensions, Investment Strategies, Due Diligence, Alternative Investments, Hedge Funds, Corporate Finance, Investment Management, Financial Services, Strategic Financial..., Retirement, Defined Benefit, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2000
MSF, Finance
Western Illinois University 1992 — 1996
B.B., Finance
Colbie Comage's Northern Trust Experience
Job
Industry Financial Services
Experience
Northern Trust
Skills
Banking, Financial Modeling, Program Management, Financial Analysis, Customer Service, Leadership, Credit
Education
California State University-Dominguez Hills 2007 — 2008
MBA, Finance
San Diego State University-California State University 2001 — 2005
B.A., Economics
Northern Trust
Skills
Banking, Financial Modeling, Program Management, Financial Analysis, Customer Service, Leadership, Credit
Education
California State University-Dominguez Hills 2007 — 2008
MBA, Finance
San Diego State University-California State University 2001 — 2005
B.A., Economics
Rex Petterborg's Northern Trust Experience March 2001 - September 2013
Job Retired Vice President, Sr. Private Banker & Relationship Manager at Northern Trust
Industry Banking
Experience
Northern Trust March 2001 - September 2013
Bank of America May 1974 - October 2000
Skills
Asset Management, Wealth Management, Loans, Customer Service, Banking, Small Business Lending, Portfolio Management, Commercial Lending, Leadership, Credit, Mortgage Lending, Investments, Mergers & Acquisitions, Strategic Planning, Credit Analysis, Process Improvement, Real Estate, Financial Analysis, Business Strategy, Commercial Banking, Strategic Financial..., Financial Modeling, Securities, Investment Advisory, Risk Management, Insurance, Treasury Management
Education
Pacific Coast Banking School (PCBS) 1988 — 1990
Brigham Young University 1972 — 1974
Northern Trust March 2001 - September 2013
Bank of America May 1974 - October 2000
Skills
Asset Management, Wealth Management, Loans, Customer Service, Banking, Small Business Lending, Portfolio Management, Commercial Lending, Leadership, Credit, Mortgage Lending, Investments, Mergers & Acquisitions, Strategic Planning, Credit Analysis, Process Improvement, Real Estate, Financial Analysis, Business Strategy, Commercial Banking, Strategic Financial..., Financial Modeling, Securities, Investment Advisory, Risk Management, Insurance, Treasury Management
Education
Pacific Coast Banking School (PCBS) 1988 — 1990
Brigham Young University 1972 — 1974
Jean Leeson's Northern Trust Experience 1978 - 1984
Job Sr PeopleSoft Developer at Wisconsin Department of Administration
Industry Information Technology and Services
Experience
University of Wisconsin July 2010 - Present
GATX May 2007 - July 2010
UOP October 1992 - May 2006
Northern Trust 1978 - 1984
Education
Bradley University
University of Wisconsin July 2010 - Present
GATX May 2007 - July 2010
UOP October 1992 - May 2006
Northern Trust 1978 - 1984
Education
Bradley University
Diane (Lipman) Bellovin's Northern Trust Experience June 1997 - May 1998
Job VP/CPM at US Bank
Industry Banking
Experience
US Bank September 2006 - September 2010
Citi/Smith Barney June 2005 - March 2006
Merrill Lynch June 2002 - May 2005
Wachovia Bank June 2000 - May 2002
SouthTrust Bank June 1998 - June 2000
Northern Trust June 1997 - May 1998
Barnett Bank June 1988 - May 1997
Skills
Loans, Mortgage Lending, Credit Analysis, Underwriting, Credit, Mergers & Acquisitions, Risk Management, Commercial Lending, Relationship Management, Treasury Management, Portfolio Management, Banking, Commercial Banking, Credit Risk, Cash Management, Commercial Mortgages, Lines Of Credit, Financial Services, Financial Risk, Finance, Small Business Lending
Education
Boston University Questrom School of Business 1984 — 1988
BSBA, General Business
US Bank September 2006 - September 2010
Citi/Smith Barney June 2005 - March 2006
Merrill Lynch June 2002 - May 2005
Wachovia Bank June 2000 - May 2002
SouthTrust Bank June 1998 - June 2000
Northern Trust June 1997 - May 1998
Barnett Bank June 1988 - May 1997
Skills
Loans, Mortgage Lending, Credit Analysis, Underwriting, Credit, Mergers & Acquisitions, Risk Management, Commercial Lending, Relationship Management, Treasury Management, Portfolio Management, Banking, Commercial Banking, Credit Risk, Cash Management, Commercial Mortgages, Lines Of Credit, Financial Services, Financial Risk, Finance, Small Business Lending
Education
Boston University Questrom School of Business 1984 — 1988
BSBA, General Business
Michael Bair's Northern Trust Experience September 2010 - Present
Job Fiduciary Risk at Northern Trust
Industry Financial Services
Experience
Northern Trust September 2010 - Present
HSBC March 2009 - September 2010
HSBC January 2004 - February 2009
Skills
Enterprise Risk..., Corporate Governance, Regulatory Affairs, Executive Reporting, Compliance
Education
Bradley University 1999 — 2003
B.S., Business Computing Systems
Naperville Central High School 1995 — 1999
Northern Trust September 2010 - Present
HSBC March 2009 - September 2010
HSBC January 2004 - February 2009
Skills
Enterprise Risk..., Corporate Governance, Regulatory Affairs, Executive Reporting, Compliance
Education
Bradley University 1999 — 2003
B.S., Business Computing Systems
Naperville Central High School 1995 — 1999
Colin Slowik's Northern Trust Experience 1998 - 2003
Job Director IAM Security at HCSC
Industry Information Technology and Services
Experience
HCSC August 2010 - Present
HCSC March 2006 - August 2010
HCSC March 2005 - March 2006
HCSC February 2003 - March 2005
Northern Trust 1998 - 2003
Skills
PMP, Analysis, Information Security, SDLC, Project Management, Vendor Management, IT Strategy
Education
California State University-Fullerton 1994 — 1997
BA, Management
HCSC August 2010 - Present
HCSC March 2006 - August 2010
HCSC March 2005 - March 2006
HCSC February 2003 - March 2005
Northern Trust 1998 - 2003
Skills
PMP, Analysis, Information Security, SDLC, Project Management, Vendor Management, IT Strategy
Education
California State University-Fullerton 1994 — 1997
BA, Management
Dennis Slott's Northern Trust Experience March 1991 - April 2001
Job CFP, Executive Vice President at Vestor Capital
Industry Investment Management
Experience
Focus Financial 2012 - Present
Vestor Capital Corporation May 2001 - Present
Northern Trust March 1991 - April 2001
Skills
Investment Management, Wealth, Investments, Series 7, Series 63, Securities, Portfolio Management, Wealth Management, Mutual Funds, Equities, Wealth Management..., Investment Strategies, ETFs, High Net Worth..., Bonds, Asset Allocation, Retirement Planning, Alternative Investments, Series 65, Separately Managed..., Investment Advisory, Fixed Income, Uniform Combined State..., Hedge Funds, FINRA, Series 24
Education
Brown University 1980 — 1984
Bachelor of Arts (BA), Economics
Focus Financial 2012 - Present
Vestor Capital Corporation May 2001 - Present
Northern Trust March 1991 - April 2001
Skills
Investment Management, Wealth, Investments, Series 7, Series 63, Securities, Portfolio Management, Wealth Management, Mutual Funds, Equities, Wealth Management..., Investment Strategies, ETFs, High Net Worth..., Bonds, Asset Allocation, Retirement Planning, Alternative Investments, Series 65, Separately Managed..., Investment Advisory, Fixed Income, Uniform Combined State..., Hedge Funds, FINRA, Series 24
Education
Brown University 1980 — 1984
Bachelor of Arts (BA), Economics
James Due's Northern Trust Experience July 1996 - Present
Job Senior Vice President/Division Manager at Northern Trust Company
Industry Banking
Experience
Northern Trust July 1996 - Present
William Blair & Company 2003 - 2005
National Bank of Detroit 1986 - 1996
May Department Stores 1984 - 1986
Skills
Financial Analysis, Credit Analysis, Portfolio Management, Financial Modeling, Credit, Healthcare Industry, Higher Education, Commercial Banking, Commercial Lending, Loans, Cash Management, Series 7, Treasury Management, Banking, Investments
Education
Butler University - College of Business Administration
MBA
Franklin College
BA, Accounting/Business
Northern Trust July 1996 - Present
William Blair & Company 2003 - 2005
National Bank of Detroit 1986 - 1996
May Department Stores 1984 - 1986
Skills
Financial Analysis, Credit Analysis, Portfolio Management, Financial Modeling, Credit, Healthcare Industry, Higher Education, Commercial Banking, Commercial Lending, Loans, Cash Management, Series 7, Treasury Management, Banking, Investments
Education
Butler University - College of Business Administration
MBA
Franklin College
BA, Accounting/Business
Marcia Falcone's Northern Trust Experience January 2011 - Present
Job Account Manager at Northern Trust, Barrington, IL
Industry Financial Services
Experience
Northern Trust January 2011 - Present
Citadel LLC July 2007 - January 2011
JPMorgan Chase and Company February 1999 - June 2007
Illinois Department of Human Services July 1997 - February 1999
Illinois Department of Alcoholism and Substance Abuse May 1994 - July 1997
Skills
Marketing, Public Relations, Management, Event Management, Public Speaking, Press Releases, Insurance, Budgets, Investments, Software Documentation, Strategy, Leadership, Mutual Funds, Risk Management, Business Analysis, Financial Services, Vendor Management
Education
Bradley University 1990 — 1994
B.S., Business Marketing
Northern Trust January 2011 - Present
Citadel LLC July 2007 - January 2011
JPMorgan Chase and Company February 1999 - June 2007
Illinois Department of Human Services July 1997 - February 1999
Illinois Department of Alcoholism and Substance Abuse May 1994 - July 1997
Skills
Marketing, Public Relations, Management, Event Management, Public Speaking, Press Releases, Insurance, Budgets, Investments, Software Documentation, Strategy, Leadership, Mutual Funds, Risk Management, Business Analysis, Financial Services, Vendor Management
Education
Bradley University 1990 — 1994
B.S., Business Marketing
Adam S. Geiger's Northern Trust Experience February 2011 - February 2013
Job Premium Sales, Manager at Miami Dolphins
Industry Sports
Experience
Miami Dolphins & Sun Life Stadium February 2013 - Present
Northern Trust February 2011 - February 2013
Wells Fargo Advisors March 2007 - February 2011
Coldwell Banker Residential Brokerage March 2006 - March 2007
Skills
Investments, Wealth Management, Series 7, Portfolio Management, Financial Analysis, Strategic Financial..., Mutual Funds, Retirement Planning, Alternative Investments, Asset Management, Insurance, Equities, Asset Allocation, Series 63, Sales
Education
Boston University 2002 — 2006
Comparative Politics
Miami Dolphins & Sun Life Stadium February 2013 - Present
Northern Trust February 2011 - February 2013
Wells Fargo Advisors March 2007 - February 2011
Coldwell Banker Residential Brokerage March 2006 - March 2007
Skills
Investments, Wealth Management, Series 7, Portfolio Management, Financial Analysis, Strategic Financial..., Mutual Funds, Retirement Planning, Alternative Investments, Asset Management, Insurance, Equities, Asset Allocation, Series 63, Sales
Education
Boston University 2002 — 2006
Comparative Politics
Steven Kalus's Northern Trust Experience August 2012 - Present
Job 2nd Vice President at Northern Trust
Industry Information Technology and Services
Experience
Northern Trust August 2012 - Present
Deloitte Consulting June 2011 - August 2012
Preferred Systems Solutions May 2009 - June 2011
BearingPoint March 2009 - April 2009
BearingPoint August 2006 - February 2009
University of Vermont 2005 - 2006
E5 Systems 2004 - 2005
WaveSmith Networks/CIENA 2003 - 2003
Wavesmith Networks 2001 - 2003
Breakaway Solutions 2000 - 2001
Skills
PeopleSoft, Financials, PMP, General Ledger, Financial Reporting, Accounts Payable, Finance, Mergers, Accounts Receivable, Production Support, SEC filings, Consolidation, Business Analysis, Business Process..., Business Process, ERP, Management Consulting, Requirements Analysis, Requirements Gathering, Integration, Process Improvement, PMO, Change Management, Business Process..., Project Management, Software Project..., Business Process Design, Analysis, Business Transformation, SQL, Consulting, Management
Education
Yale University - Yale School of Management 2008 — 2008
certificate, Consulting Skills Workship
University of Vermont 2005 — 2006
Geography
University of California, San Diego 1992 — 1992
Information Technology
University of San Diego 1989 — 1991
International Business
D'Amore-McKim School of Business at Northeastern University 1981 — 1983
MBA, Finance & IS
Boston University 1979 — 1979
Compuer science
University of Pennsylvania 1974 — 1978
Bachelor of Arts (B.A.), Communication and Media Studies
Northern Trust August 2012 - Present
Deloitte Consulting June 2011 - August 2012
Preferred Systems Solutions May 2009 - June 2011
BearingPoint March 2009 - April 2009
BearingPoint August 2006 - February 2009
University of Vermont 2005 - 2006
E5 Systems 2004 - 2005
WaveSmith Networks/CIENA 2003 - 2003
Wavesmith Networks 2001 - 2003
Breakaway Solutions 2000 - 2001
Skills
PeopleSoft, Financials, PMP, General Ledger, Financial Reporting, Accounts Payable, Finance, Mergers, Accounts Receivable, Production Support, SEC filings, Consolidation, Business Analysis, Business Process..., Business Process, ERP, Management Consulting, Requirements Analysis, Requirements Gathering, Integration, Process Improvement, PMO, Change Management, Business Process..., Project Management, Software Project..., Business Process Design, Analysis, Business Transformation, SQL, Consulting, Management
Education
Yale University - Yale School of Management 2008 — 2008
certificate, Consulting Skills Workship
University of Vermont 2005 — 2006
Geography
University of California, San Diego 1992 — 1992
Information Technology
University of San Diego 1989 — 1991
International Business
D'Amore-McKim School of Business at Northeastern University 1981 — 1983
MBA, Finance & IS
Boston University 1979 — 1979
Compuer science
University of Pennsylvania 1974 — 1978
Bachelor of Arts (B.A.), Communication and Media Studies
David J. Rowberry's Northern Trust Experience March 2009 - Present
Job Vice President, Global AML Economic Sanctions
Industry Financial Services
Experience
Northern Trust March 2009 - Present
At Will January 2009 - March 2009
American Express June 2004 - January 2009
American Express International 1999 - 2004
American Express August 1994 - May 1999
American Express TRS Co. 1986 - 1994
Corporation of the President October 1977 - July 1985
Skills
AML, OFAC, Financial Services, Risk Assessment, Sanction, Risk Management, Financial Risk, Credit Cards, Payments, Fraud, Securities, Corporate Governance, Management, Policy, Due Diligence, Leadership, Banking, Code of Conduct, Enterprise Risk..., FCPA, Employee Relations, Capital Markets, Hedge Funds
Education
University of Utah 1978 — 1980
Master of Science, Human Resource Economics
Brigham Young University 1971 — 1976
Bachelors Science, Applied Sociology
Northern Trust March 2009 - Present
At Will January 2009 - March 2009
American Express June 2004 - January 2009
American Express International 1999 - 2004
American Express August 1994 - May 1999
American Express TRS Co. 1986 - 1994
Corporation of the President October 1977 - July 1985
Skills
AML, OFAC, Financial Services, Risk Assessment, Sanction, Risk Management, Financial Risk, Credit Cards, Payments, Fraud, Securities, Corporate Governance, Management, Policy, Due Diligence, Leadership, Banking, Code of Conduct, Enterprise Risk..., FCPA, Employee Relations, Capital Markets, Hedge Funds
Education
University of Utah 1978 — 1980
Master of Science, Human Resource Economics
Brigham Young University 1971 — 1976
Bachelors Science, Applied Sociology
Thelma Restrepo's Northern Trust Experience January 1991 - Present
Job Senior Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust January 1991 - Present
TotalBank June 1983 - January 1991
Skills
Banking, Sales Management, Risk Management, Credit, Loans, Financial Services, Retail Banking, Wealth Management, Asset Management, Financial Analysis, Portfolio Management, Financial Risk, Investments, Commercial Banking, Finance, Management
Education
University of Miami 1981 — 1983
Bachelor of Science (B.S.), Computer Science and Economics
Boston University 1979 — 1981
Northern Trust January 1991 - Present
TotalBank June 1983 - January 1991
Skills
Banking, Sales Management, Risk Management, Credit, Loans, Financial Services, Retail Banking, Wealth Management, Asset Management, Financial Analysis, Portfolio Management, Financial Risk, Investments, Commercial Banking, Finance, Management
Education
University of Miami 1981 — 1983
Bachelor of Science (B.S.), Computer Science and Economics
Boston University 1979 — 1981
Shafiq Ahamed's Northern Trust Experience September 2013 - May 2015
Job Senior Java Consultant at Cox Communications
Industry Information Technology and Services
Experience
Cox Communications May 2015 - Present
Northern Trust September 2013 - May 2015
Accenture January 2006 - September 2013
StateFarm 2008 - 2012
Altius Info systems April 2004 - January 2006
Skills
Java Enterprise Edition, Agile Methodologies, SDLC, Oracle, Spring, Weblogic, Selenium, Java, Spring Framework, Core Java, Tomcat, WebSphere Application..., SOA, Requirements Analysis, Test Automation, SoapUI, SQL, Web Services, Java Performance, RESTful WebServices, Performance Testing, Splunk, ETL Tools, Mule ESB, Test Planning, Hadoop, Salesforce.com, RESTful architecture, LoadRunner, HP Performance Center, Rational Functional..., Groovy, PaaS, ActiveMQ, Big Data, PostgreSQL, JavaScript, Apache Camel, JMS, Oracle Service Bus, Hibernate, EclipseLink, JAX-WS, Gradle, Git, JBoss Application Server
Education
Bharathidasan University 2001 — 2004
MCA, Computer Applicaitons
Jamal Mohamed College 1998 — 2004
Bachelor of Science (BSc), Master of Computer Application
Cox Communications May 2015 - Present
Northern Trust September 2013 - May 2015
Accenture January 2006 - September 2013
StateFarm 2008 - 2012
Altius Info systems April 2004 - January 2006
Skills
Java Enterprise Edition, Agile Methodologies, SDLC, Oracle, Spring, Weblogic, Selenium, Java, Spring Framework, Core Java, Tomcat, WebSphere Application..., SOA, Requirements Analysis, Test Automation, SoapUI, SQL, Web Services, Java Performance, RESTful WebServices, Performance Testing, Splunk, ETL Tools, Mule ESB, Test Planning, Hadoop, Salesforce.com, RESTful architecture, LoadRunner, HP Performance Center, Rational Functional..., Groovy, PaaS, ActiveMQ, Big Data, PostgreSQL, JavaScript, Apache Camel, JMS, Oracle Service Bus, Hibernate, EclipseLink, JAX-WS, Gradle, Git, JBoss Application Server
Education
Bharathidasan University 2001 — 2004
MCA, Computer Applicaitons
Jamal Mohamed College 1998 — 2004
Bachelor of Science (BSc), Master of Computer Application
Marc Poyant's Northern Trust Experience April 2013 - December 2013
Job Business Analyst at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation April 2014 - March 2015
Markit January 2014 - March 2014
Northern Trust April 2013 - December 2013
SEI Investments January 2005 - March 2013
Oakbrook Solutions January 2005 - March 2013
Investors Bank & Trust (since Merged with State Street Bank) 1999 - 2004
State Street Bank October 1996 - May 1999
Skills
Corporate Actions, Financial Services, SDLC, Requirements Analysis, Fixed Income, Business Analysis, Analysis, Wealth Management, Asset Management, Business Requirements, Securities, Equities, Mutual Funds, Back Office, Middle Office, Requirements Gathering, Business Process, Software Project...
Education
Boston College 1992 — 1996
Bachelor of Arts, English, Communications
Northern Trust Corporation April 2014 - March 2015
Markit January 2014 - March 2014
Northern Trust April 2013 - December 2013
SEI Investments January 2005 - March 2013
Oakbrook Solutions January 2005 - March 2013
Investors Bank & Trust (since Merged with State Street Bank) 1999 - 2004
State Street Bank October 1996 - May 1999
Skills
Corporate Actions, Financial Services, SDLC, Requirements Analysis, Fixed Income, Business Analysis, Analysis, Wealth Management, Asset Management, Business Requirements, Securities, Equities, Mutual Funds, Back Office, Middle Office, Requirements Gathering, Business Process, Software Project...
Education
Boston College 1992 — 1996
Bachelor of Arts, English, Communications
Jill Wurzburg's Northern Trust Experience November 2006 - February 2010
Job Fair & Responsible Banking Manager at FirstMerit Bank
Industry Banking
Experience
FirstMerit Bank May 2014 - Present
StellarOne Bank February 2011 - April 2014
LSV Asset Management February 2010 - November 2010
Northern Trust November 2006 - February 2010
Skills
Banking, Financial Risk, Risk Management, Financial Services, Project Management, Strategy Implementation, Compliance, Regulatory Requirements, Retail Banking, Portfolio Management, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
Finance, Strategy, Execution, and Valuation
Bucknell University 1999 — 2003
BA, Economics
FirstMerit Bank May 2014 - Present
StellarOne Bank February 2011 - April 2014
LSV Asset Management February 2010 - November 2010
Northern Trust November 2006 - February 2010
Skills
Banking, Financial Risk, Risk Management, Financial Services, Project Management, Strategy Implementation, Compliance, Regulatory Requirements, Retail Banking, Portfolio Management, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
Finance, Strategy, Execution, and Valuation
Bucknell University 1999 — 2003
BA, Economics
Ken Handzik's Northern Trust Experience 1981 - 1982
Job VB/ASP.Net Consultant with Sterling Engineering currently at Client site in St. Charles
Industry Information Technology and Services
Experience
Sterling Engineering May 2014 - Present
Artisan Software Development July 2009 - Present
Gallagher Bassett Services, Inc. November 2010 - May 2014
Excalibur Consulting 2001 - December 2009
Abbott Laboratories 1999 - 2001
SPR 1998 - 1999
Excalibur Consulting Group 1985 - 1998
GTE Directories 1982 - 1985
Northern Trust 1981 - 1982
Sears Roebuck 1977 - 1981
Skills
.NET, Server Architecture, Analysis, Programming, Mentoring, Vendor Management, Systems Analysis, Risk Management, Software Documentation, Leadership, SDLC, Project Management, SharePoint, Business Analysis, Integration, Microsoft SQL Server
Education
Bradley University 1975 — 1977
Bachelor's Degree, computer science
St Bonaventure Prep 1970 — 1974
High School, college prep
Sterling Engineering May 2014 - Present
Artisan Software Development July 2009 - Present
Gallagher Bassett Services, Inc. November 2010 - May 2014
Excalibur Consulting 2001 - December 2009
Abbott Laboratories 1999 - 2001
SPR 1998 - 1999
Excalibur Consulting Group 1985 - 1998
GTE Directories 1982 - 1985
Northern Trust 1981 - 1982
Sears Roebuck 1977 - 1981
Skills
.NET, Server Architecture, Analysis, Programming, Mentoring, Vendor Management, Systems Analysis, Risk Management, Software Documentation, Leadership, SDLC, Project Management, SharePoint, Business Analysis, Integration, Microsoft SQL Server
Education
Bradley University 1975 — 1977
Bachelor's Degree, computer science
St Bonaventure Prep 1970 — 1974
High School, college prep
David W. Griffis, CFA's Northern Trust Experience August 2011 - Present
Job Senior Vice President and Senior Investment Officer at Northern Trust
Industry Banking
Experience
Northern Trust August 2011 - Present
National City Bank June 2003 - July 2011
Bank One March 1993 - June 2003
American Express Financial Advisors 1990 - 1993
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Banking, Bloomberg, Capital Markets, Credit, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Advisory, Investment Management, Investment Strategies, Investments, Loans, Mutual Funds, Risk Management, Securities, Series 7, Valuation, Wealth Management
Education
Bluffton University
BA, Organizational Management/Finance
Otterbein University
MBA, Finance Focus
Northern Trust August 2011 - Present
National City Bank June 2003 - July 2011
Bank One March 1993 - June 2003
American Express Financial Advisors 1990 - 1993
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Banking, Bloomberg, Capital Markets, Credit, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Advisory, Investment Management, Investment Strategies, Investments, Loans, Mutual Funds, Risk Management, Securities, Series 7, Valuation, Wealth Management
Education
Bluffton University
BA, Organizational Management/Finance
Otterbein University
MBA, Finance Focus
Harriett BANKSTON's Northern Trust Experience January 2002 - Present
Job Officer Private Banking at Northern Trust
Industry Banking
Experience
Northern Trust January 2002 - Present
Gulfside Resorts 1999 - 2001
American Airlines June 1992 - 1999
Piedmont Airlines 1985 - 1989
Atlantic Southeast Airlines 1984 - 1985
Skills
Marketing Strategy, Strategic Planning, Customer Service, Team Building
Education
Brenau University 1980 — 1984
BS Ed
Northern Trust January 2002 - Present
Gulfside Resorts 1999 - 2001
American Airlines June 1992 - 1999
Piedmont Airlines 1985 - 1989
Atlantic Southeast Airlines 1984 - 1985
Skills
Marketing Strategy, Strategic Planning, Customer Service, Team Building
Education
Brenau University 1980 — 1984
BS Ed
Sallie Chen's Northern Trust Experience October 2013 - April 2015
Job Synchrony Financial
Industry Financial Services
Experience
Synchrony Financial May 2015 - Present
Northern Trust October 2013 - April 2015
Capital One May 2012 - October 2013
HSBC North America Holdings January 2009 - April 2012
HSBC Financial Corp February 2004 - December 2008
Lucent Technologies July 2001 - December 2003
Skills
Credit Risk, Financial Modeling, Portfolio Management, Analytics, Forecasting, Loans, Business Analysis, Risk Management, Strategy, Financial Risk, Analysis, Financial Services, Financial Analysis, Credit, Strategic Financial..., Management, Banking, Credit Cards, Financial Planning
Education
Carnegie Mellon University - Tepper School of Business 1999 — 2001
MBA
Bowling Green State University
Synchrony Financial May 2015 - Present
Northern Trust October 2013 - April 2015
Capital One May 2012 - October 2013
HSBC North America Holdings January 2009 - April 2012
HSBC Financial Corp February 2004 - December 2008
Lucent Technologies July 2001 - December 2003
Skills
Credit Risk, Financial Modeling, Portfolio Management, Analytics, Forecasting, Loans, Business Analysis, Risk Management, Strategy, Financial Risk, Analysis, Financial Services, Financial Analysis, Credit, Strategic Financial..., Management, Banking, Credit Cards, Financial Planning
Education
Carnegie Mellon University - Tepper School of Business 1999 — 2001
MBA
Bowling Green State University
Christine Prout's Northern Trust Experience 1999 - 2006
Job Independent Management Consulting Professional
Industry Management Consulting
Experience
UBS Wealth Management 2006 - 2008
Northern Trust 1999 - 2006
Education
California State Polytechnic University-Pomona
MBA
UBS Wealth Management 2006 - 2008
Northern Trust 1999 - 2006
Education
California State Polytechnic University-Pomona
MBA
Jonathan Haddad's Northern Trust Experience 2005 - 2015
Job at ProActive Techology Partners
Industry Information Technology and Services
Experience
ProActive Techology Partners June 2005 - Present
Northern Trust 2005 - 2015
Vanguard April 2012 - June 2014
Freddie Mac 2010 - 2010
Brandes Investment Partners 2007 - 2008
Eagle Investment Systems September 2001 - June 2005
Eagle Investment Systems LLC, a Mellon Financial Company 2001 - 2005
JPMorgan 1997 - 2001
The Boston Company 1992 - 1995
Skills
Eagle STAR, Business Analysis, Technical Analysis, Fund Accounting, Corporate Actions, Middle Office, Performance Measurement, Mutual Funds, Asset Management, Back Office, Fixed Income, Alternative Investments, Equities, Securities, Settlement, Asset, Investments, Wealth Management, Order Management, Portfolio Management, Cash Management, Financial Markets, Trading Systems, Financial Services, SDLC, Derivatives, Asset Managment, Bloomberg, Investment Management, Hedge Funds, FX Options, Trading, Relationship Management, Fund Administration, Bonds, Electronic Trading, Capital Markets
Education
Boston University Questrom School of Business 1999 — 2001
MBA, Marketing and Finance
Boston University Questrom School of Business 1988 — 1992
BSBA, Accounting/Finance
ProActive Techology Partners June 2005 - Present
Northern Trust 2005 - 2015
Vanguard April 2012 - June 2014
Freddie Mac 2010 - 2010
Brandes Investment Partners 2007 - 2008
Eagle Investment Systems September 2001 - June 2005
Eagle Investment Systems LLC, a Mellon Financial Company 2001 - 2005
JPMorgan 1997 - 2001
The Boston Company 1992 - 1995
Skills
Eagle STAR, Business Analysis, Technical Analysis, Fund Accounting, Corporate Actions, Middle Office, Performance Measurement, Mutual Funds, Asset Management, Back Office, Fixed Income, Alternative Investments, Equities, Securities, Settlement, Asset, Investments, Wealth Management, Order Management, Portfolio Management, Cash Management, Financial Markets, Trading Systems, Financial Services, SDLC, Derivatives, Asset Managment, Bloomberg, Investment Management, Hedge Funds, FX Options, Trading, Relationship Management, Fund Administration, Bonds, Electronic Trading, Capital Markets
Education
Boston University Questrom School of Business 1999 — 2001
MBA, Marketing and Finance
Boston University Questrom School of Business 1988 — 1992
BSBA, Accounting/Finance
Chris Gottlieb's Northern Trust Experience ResearchGrubb and Ellis1994 - 1996
Job Network Analyst at Northern Trust
Industry Computer Networking
Experience
Northern Trust ResearchGrubb and Ellis1994 - 1996
Tarnell Company 1987 - 1994
Skills
Project Management, Windows Server, Risk Management, Microsoft Excel, Equities, Microsoft SQL Server, Customer Service, Asset Management
Education
Boston College 1984 — 1987
MBA, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1984 — 1987
MBA, Finance
Connecticut College 1976 — 1980
BA, Economics
Northern Trust ResearchGrubb and Ellis1994 - 1996
Tarnell Company 1987 - 1994
Skills
Project Management, Windows Server, Risk Management, Microsoft Excel, Equities, Microsoft SQL Server, Customer Service, Asset Management
Education
Boston College 1984 — 1987
MBA, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1984 — 1987
MBA, Finance
Connecticut College 1976 — 1980
BA, Economics
Vito Gioiello's Northern Trust Experience June 1996 - March 2003
Job Managing Director at First Republic Investment Management
Industry Investment Management
Experience
First Republic Investment Management January 2008 - Present
First Republic Inv. Mgt. 2008 - Present
Manchester Capital Management LLC March 2003 - December 2007
Northern Trust June 1996 - March 2003
City National Bank 1986 - 1996
Skills
Asset Management, Investments, Equities, Financial Analysis, Alternative Investments, Fixed Income, Investment Management, Management, Securities
Education
University of Southern California 1980 — 1982
MBA, Finance
California State University-Long Beach 1976 — 1980
BS, Finance
First Republic Investment Management January 2008 - Present
First Republic Inv. Mgt. 2008 - Present
Manchester Capital Management LLC March 2003 - December 2007
Northern Trust June 1996 - March 2003
City National Bank 1986 - 1996
Skills
Asset Management, Investments, Equities, Financial Analysis, Alternative Investments, Fixed Income, Investment Management, Management, Securities
Education
University of Southern California 1980 — 1982
MBA, Finance
California State University-Long Beach 1976 — 1980
BS, Finance
Todd Beaird's Northern Trust Experience January 1995 - January 1998
Job Director Advanced Planning at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual August 2015 - Present
New York Life Insurance Company January 2011 - July 2015
Estate Strategies Group September 2003 - January 2011
ITW October 1998 - August 2003
The Motley Fool January 1999 - January 2001
Northern Trust January 1995 - January 1998
Skills
Financial Planners, Strategic Financial..., Microsoft Excel, Legal Research, Spreadsheets, Strategic Planning, Tax, Financial Analysis, Statistics, Financial Modeling, Estate Planning, Finance, Tax Law, Cash Flow, Asset Allocation, Wealth Management, Investment Strategies, Financial Planning
Education
Boston University School of Law 1992 — 1993
LL.M, Taxation
Northwestern School of Law of Lewis and Clark College 1988 — 1991
Juris Doctor
Lewis and Clark College 1984 — 1988
Bachelor of Arts, Economics
Northwestern Mutual August 2015 - Present
New York Life Insurance Company January 2011 - July 2015
Estate Strategies Group September 2003 - January 2011
ITW October 1998 - August 2003
The Motley Fool January 1999 - January 2001
Northern Trust January 1995 - January 1998
Skills
Financial Planners, Strategic Financial..., Microsoft Excel, Legal Research, Spreadsheets, Strategic Planning, Tax, Financial Analysis, Statistics, Financial Modeling, Estate Planning, Finance, Tax Law, Cash Flow, Asset Allocation, Wealth Management, Investment Strategies, Financial Planning
Education
Boston University School of Law 1992 — 1993
LL.M, Taxation
Northwestern School of Law of Lewis and Clark College 1988 — 1991
Juris Doctor
Lewis and Clark College 1984 — 1988
Bachelor of Arts, Economics
Cheryl Shapiro's Northern Trust Experience February 2010 - October 2010
Job Analyst at Barclays Wealth & Investment Management, Americas
Industry Financial Services
Experience
Barclays December 2010 - Present
Northern Trust February 2010 - October 2010
Lehman Brothers May 2000 - September 2008
Gruntal & Company June 1990 - May 2000
Wedbush Morgan February 1989 - June 1990
Skills
Investments, Trading, Management, Economics, Equities, Hedge Funds
Education
California State University-Northridge 1996 — 2000
BA, English Literature
Barclays December 2010 - Present
Northern Trust February 2010 - October 2010
Lehman Brothers May 2000 - September 2008
Gruntal & Company June 1990 - May 2000
Wedbush Morgan February 1989 - June 1990
Skills
Investments, Trading, Management, Economics, Equities, Hedge Funds
Education
California State University-Northridge 1996 — 2000
BA, English Literature
Anne Shaughnessy's Northern Trust Experience December 2004 - Present
Job Vice President, Trust Advisor, The Northern Trust Company
Industry Financial Services
Experience
Northern Trust December 2004 - Present
UBS April 2002 - April 2004
Skills
Estate Planning, Wealth Management, Trusts, Asset Allocation, Asset Managment, Investments, Asset Management, Securities, Investment Advisory, High Net Worth..., Mutual Funds, Strategic Planning, Investment Strategies, Financial Services, Investment Management
Education
Bowling Green State University
Master's degree, German Language and Literature
Universität Salzburg 1986 — 1987
German Studies
Lake Forest College 1982 — 1986
Bachelor of Arts (BA), German Language and Literature
Northern Trust December 2004 - Present
UBS April 2002 - April 2004
Skills
Estate Planning, Wealth Management, Trusts, Asset Allocation, Asset Managment, Investments, Asset Management, Securities, Investment Advisory, High Net Worth..., Mutual Funds, Strategic Planning, Investment Strategies, Financial Services, Investment Management
Education
Bowling Green State University
Master's degree, German Language and Literature
Universität Salzburg 1986 — 1987
German Studies
Lake Forest College 1982 — 1986
Bachelor of Arts (BA), German Language and Literature
Lisa M. Wells's Northern Trust Experience August 1998 - Present
Job VP Tax at Northern Trust
Industry Financial Services
Experience
Northern Trust August 1998 - Present
Skills
Tax, Tax Law, Trusts, Financial Analysis, Financial Services, High Net Worth..., Estate Planning, Estate Law, Estate Tax Planning, Financial Planning, Wealth Management...
Education
Golden Gate University, School of Law 2000 — 2002
LLM Taxation, with honors
Southwestern University School of Law 1994 — 1996
JD, Law
California State University-Long Beach
Bachelor of Science (B.S.), Finance, General
Northern Trust August 1998 - Present
Skills
Tax, Tax Law, Trusts, Financial Analysis, Financial Services, High Net Worth..., Estate Planning, Estate Law, Estate Tax Planning, Financial Planning, Wealth Management...
Education
Golden Gate University, School of Law 2000 — 2002
LLM Taxation, with honors
Southwestern University School of Law 1994 — 1996
JD, Law
California State University-Long Beach
Bachelor of Science (B.S.), Finance, General
Norma Allen's Northern Trust Experience May 2004 - Present
Job Second Vice President/Private Banker at Northern Trust
Industry Banking
Experience
Northern Trust May 2004 - Present
1st National Bank of Arizona 2004 - 2005
Bank of America 1988 - 2004
Skills
Banking, Commercial Lending, Loans, Wealth Management, Commercial Banking, Mutual Funds, Credit, Credit Analysis, Financial Services, Small Business Lending, Portfolio Management, Financial Analysis
Education
Brigham Young University
Northern Trust May 2004 - Present
1st National Bank of Arizona 2004 - 2005
Bank of America 1988 - 2004
Skills
Banking, Commercial Lending, Loans, Wealth Management, Commercial Banking, Mutual Funds, Credit, Credit Analysis, Financial Services, Small Business Lending, Portfolio Management, Financial Analysis
Education
Brigham Young University
Linda VanDenburgh's Northern Trust Experience 2004 - 2010
Job General Counsel at OFS Management
Industry Financial Services
Experience
OFS Management / CIM Group 2013 - Present
BMO Harris Bank N.A. 2010 - 2013
Northern Trust 2004 - 2010
Stein Roe Investment Counsel 2000 - 2004
Van Kampen Funds 1990 - 2000
Fossett Corporation 1988 - 1990
Locke Lord Bissell & Liddell LLP 1983 - 1987
Skills
Investments, Financial Services, Securities, Corporate Law, Financial Advisory, Due Diligence, Asset Management, Mutual Funds, Equities, Corporate Governance, Private Equity, Capital Markets, Hedge Funds, Securities Regulation, Mergers & Acquisitions, Wealth Management, Alternative Investments, Fixed Income, Investment Management, Estate Planning, Investment Advisory, AML, FINRA, Derivatives, Series 7
Education
University of Pennsylvania Law School 1980 — 1983
JD, Law
Brown University 1975 — 1979
BA, Psychology
OFS Management / CIM Group 2013 - Present
BMO Harris Bank N.A. 2010 - 2013
Northern Trust 2004 - 2010
Stein Roe Investment Counsel 2000 - 2004
Van Kampen Funds 1990 - 2000
Fossett Corporation 1988 - 1990
Locke Lord Bissell & Liddell LLP 1983 - 1987
Skills
Investments, Financial Services, Securities, Corporate Law, Financial Advisory, Due Diligence, Asset Management, Mutual Funds, Equities, Corporate Governance, Private Equity, Capital Markets, Hedge Funds, Securities Regulation, Mergers & Acquisitions, Wealth Management, Alternative Investments, Fixed Income, Investment Management, Estate Planning, Investment Advisory, AML, FINRA, Derivatives, Series 7
Education
University of Pennsylvania Law School 1980 — 1983
JD, Law
Brown University 1975 — 1979
BA, Psychology
Thomas O'Brien, CPPO, CPPB, MA's Northern Trust Experience December 1996 - August 2003
Job Purchasing Professional
Industry Government Administration
Experience
University of Illinois at Chicago October 2011 - December 2011
Cook County December 2006 - April 2011
Cook County September 2003 - November 2006
Northern Trust December 1996 - August 2003
Northern Trust September 1994 - November 1996
Skills
Microsoft Excel, Finance, Trading, Proposal Writing, Negotiation, E-procurement
Education
Boston College
BA, Economics
DePaul University
MA, Economics
Northwestern University
Undergraduate courses in Object Oriented Programming, and Telecommunications and Computer Networks
University of Illinois at Chicago October 2011 - December 2011
Cook County December 2006 - April 2011
Cook County September 2003 - November 2006
Northern Trust December 1996 - August 2003
Northern Trust September 1994 - November 1996
Skills
Microsoft Excel, Finance, Trading, Proposal Writing, Negotiation, E-procurement
Education
Boston College
BA, Economics
DePaul University
MA, Economics
Northwestern University
Undergraduate courses in Object Oriented Programming, and Telecommunications and Computer Networks
Anantharaman Velayudham PMP's Northern Trust Experience August 2007 - August 2010
Job Principal Architect Data Management at SAS
Industry Information Technology and Services
Experience
SAS June 2015 - Present
Cognizant Technology Solutions December 2003 - June 2015
Northern Trust August 2007 - August 2010
Nucleus Software September 2001 - October 2003
Pentasoft Technologies Limited September 1998 - September 2001
Skills
Data Warehouse..., Data Architecture, Information Architecture, Data Modeling, Dimensional Modeling, Business Intelligence, Project Management, Program Management, Data Integration, Metadata Management, Data Quality, Data Governance, Informatica, Business Objects, Crystal Xcelsius 2008, Technical Leadership, Strategic Leadership, Data Warehousing, MSBI, Crystal Reports, Data Marts
Education
Birla Institute of Technology and Science, Pilani
MS, Software Systems
University of Madras
B.Tech
SAS June 2015 - Present
Cognizant Technology Solutions December 2003 - June 2015
Northern Trust August 2007 - August 2010
Nucleus Software September 2001 - October 2003
Pentasoft Technologies Limited September 1998 - September 2001
Skills
Data Warehouse..., Data Architecture, Information Architecture, Data Modeling, Dimensional Modeling, Business Intelligence, Project Management, Program Management, Data Integration, Metadata Management, Data Quality, Data Governance, Informatica, Business Objects, Crystal Xcelsius 2008, Technical Leadership, Strategic Leadership, Data Warehousing, MSBI, Crystal Reports, Data Marts
Education
Birla Institute of Technology and Science, Pilani
MS, Software Systems
University of Madras
B.Tech
Brian Klucznik's Northern Trust Experience November 2012 - Present
Job Vice President of Fiduciary Income Tax Services at Northern Trust
Industry Financial Services
Experience
Northern Trust November 2012 - Present
Northern Trust June 2004 - October 2012
Brown Brothers Harriman July 1997 - April 2004
Mellon Trust January 1996 - July 1997
Skills
Fixed Income, Global Custody
Education
Boston College 1991 — 1995
BS, Accounting
Northern Trust November 2012 - Present
Northern Trust June 2004 - October 2012
Brown Brothers Harriman July 1997 - April 2004
Mellon Trust January 1996 - July 1997
Skills
Fixed Income, Global Custody
Education
Boston College 1991 — 1995
BS, Accounting
Craig Neal's Northern Trust Experience June 1996 - August 1997
Job Owner, Letsbegin Plus | We Speak Brand.℠
Industry Marketing and Advertising
Experience
Letsbegin Plus We speak brand.℠ May 1997 - Present
Tyco Fire & Security 2005 - 2008
Northern Trust June 1996 - August 1997
Skills
Strategic Planning, Entrepreneurship, Marketing Strategy, New Business Development, Social Media, Social Media Marketing, Public Speaking, Sales Management, Marketing Communications, Advertising, Business Development, Marketing, Team Building, CRM, Event Management, Business Planning, Small Business, Leadership, Social Networking, Budgets, Public Relations, Management, Program Management
Education
Bradley University 1998 — 2002
Accounting and Computer Science
Jones Metropolitan High School of Business and Commerce 1996 — 1998
Letsbegin Plus We speak brand.℠ May 1997 - Present
Tyco Fire & Security 2005 - 2008
Northern Trust June 1996 - August 1997
Skills
Strategic Planning, Entrepreneurship, Marketing Strategy, New Business Development, Social Media, Social Media Marketing, Public Speaking, Sales Management, Marketing Communications, Advertising, Business Development, Marketing, Team Building, CRM, Event Management, Business Planning, Small Business, Leadership, Social Networking, Budgets, Public Relations, Management, Program Management
Education
Bradley University 1998 — 2002
Accounting and Computer Science
Jones Metropolitan High School of Business and Commerce 1996 — 1998
Robert Hamarich's Northern Trust Experience May 2012 - Present
Job Front Office Support Analyst at Northern Trust
Industry Financial Services
Experience
Northern Trust May 2012 - Present
Northern Trust June 2010 - April 2012
HP January 2000 - January 2010
Electronic Data Systems January 1986 - December 1999
Education
Binghamton University
MBA, Finance
Binghamton University
BS, Industrial Technology
Northern Trust May 2012 - Present
Northern Trust June 2010 - April 2012
HP January 2000 - January 2010
Electronic Data Systems January 1986 - December 1999
Education
Binghamton University
MBA, Finance
Binghamton University
BS, Industrial Technology
Dana R Strong's Northern Trust Experience 2005 - 2008
Job Investment Management Professional
Industry Investment Management
Experience
Tealwood Investment Management 2008 - 2009
Northern Trust 2005 - 2008
The Johnston Group 2003 - 2004
US Trust Co. 2000 - 2003
First Trust Co. 1988 - 2000
Marquette Capital Management 1986 - 1988
The Leuthold Group 1984 - 1986
Education
Bowdoin College 1968 — 1972
Economics, Political Science
Tealwood Investment Management 2008 - 2009
Northern Trust 2005 - 2008
The Johnston Group 2003 - 2004
US Trust Co. 2000 - 2003
First Trust Co. 1988 - 2000
Marquette Capital Management 1986 - 1988
The Leuthold Group 1984 - 1986
Education
Bowdoin College 1968 — 1972
Economics, Political Science
Arulkumar Varadharajan's Northern Trust Experience December 2012 - April 2014
Job Performance Engineer Lead
Industry Computer Software
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas June 2014 - Present
Tribune Company April 2014 - June 2014
Northern Trust December 2012 - April 2014
Capgemini May 2007 - November 2012
Accenture May 2004 - May 2007
Synova Innovative Technologies Pvt.Ltd March 2004 - April 2004
E-core Solutions March 2001 - March 2004
Futech Advanced Software Solution May 2000 - February 2001
Skills
HP LOADRUNNER, HP ALM, HP QUALITY CENTER, HP Performance Center, Team Track, SILK TEST, WIN RUNNER, QTP, SQL, MS Project, PEGA PRPC PERFORMANCE..., GUIDEWIRE PERFORMANCE..., JMeter, MS VSS, SharePoint, LoadRunner, Test Management, Test Planning, Quality Center, WinRunner, SilkTest, Quality Assurance, Test Strategy, Requirements Analysis, Test Cases, Performance Testing, Oracle, Test Execution, Load Testing, VSS, HP QTP, HP Quality Center, SDLC
Education
Bharathidasan University 1998 — 2001
MCA, Computer Science, first class
mca , india 1998 — 2001
Computer Science
University of Madras 1994 — 1997
Bachelor of Science (B.Sc.), Computer Science, first class
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas June 2014 - Present
Tribune Company April 2014 - June 2014
Northern Trust December 2012 - April 2014
Capgemini May 2007 - November 2012
Accenture May 2004 - May 2007
Synova Innovative Technologies Pvt.Ltd March 2004 - April 2004
E-core Solutions March 2001 - March 2004
Futech Advanced Software Solution May 2000 - February 2001
Skills
HP LOADRUNNER, HP ALM, HP QUALITY CENTER, HP Performance Center, Team Track, SILK TEST, WIN RUNNER, QTP, SQL, MS Project, PEGA PRPC PERFORMANCE..., GUIDEWIRE PERFORMANCE..., JMeter, MS VSS, SharePoint, LoadRunner, Test Management, Test Planning, Quality Center, WinRunner, SilkTest, Quality Assurance, Test Strategy, Requirements Analysis, Test Cases, Performance Testing, Oracle, Test Execution, Load Testing, VSS, HP QTP, HP Quality Center, SDLC
Education
Bharathidasan University 1998 — 2001
MCA, Computer Science, first class
mca , india 1998 — 2001
Computer Science
University of Madras 1994 — 1997
Bachelor of Science (B.Sc.), Computer Science, first class
Harris Mandel's Northern Trust Experience March 2011 - September 2011
Job Client Service Analyst at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management January 2015 - Present
Northern Trust Corporation May 2013 - December 2014
Horwitz & Associates September 2011 - May 2013
Northern Trust March 2011 - September 2011
Merrill Lynch September 2010 - January 2011
Skills
Finance, Investments, Customer Service, Portfolio Management
Education
Bradley University 2006 — 2010
B.S., Finance
Barclays Wealth and Investment Management January 2015 - Present
Northern Trust Corporation May 2013 - December 2014
Horwitz & Associates September 2011 - May 2013
Northern Trust March 2011 - September 2011
Merrill Lynch September 2010 - January 2011
Skills
Finance, Investments, Customer Service, Portfolio Management
Education
Bradley University 2006 — 2010
B.S., Finance
Jessica Rubio, MBA's Northern Trust Experience December 2014 - Present
Job Officer at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust December 2014 - Present
Northern Trust May 2013 - November 2014
Northern Trust October 2012 - May 2013
WELLS FARGO BANK, N.A May 2006 - October 2012
SunTrust Bank January 2006 - May 2006
WACHOVIA BANK, N.A January 2001 - December 2005
Skills
Spanish, Banking, Wealth Management, High Net Worth..., Management, Financial Advisory, Private Banking, Accounting, Retirement Planning, Real Estate, Investment Advisory, Asset Management, Alternative Investments, Asset Allocation, Equities, Estate Planning, Trust Services, Commercial Lending, Investment Management, Portfolio Management
Education
Florida International University - College of Business 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration
Northern Trust's Trust School 2013 — 2014
Nova Southeastern University 2007 — 2009
B.S, Business Professional Management
Broward College 2003 — 2006
Associates in arts, Computer Information System
Northern Trust December 2014 - Present
Northern Trust May 2013 - November 2014
Northern Trust October 2012 - May 2013
WELLS FARGO BANK, N.A May 2006 - October 2012
SunTrust Bank January 2006 - May 2006
WACHOVIA BANK, N.A January 2001 - December 2005
Skills
Spanish, Banking, Wealth Management, High Net Worth..., Management, Financial Advisory, Private Banking, Accounting, Retirement Planning, Real Estate, Investment Advisory, Asset Management, Alternative Investments, Asset Allocation, Equities, Estate Planning, Trust Services, Commercial Lending, Investment Management, Portfolio Management
Education
Florida International University - College of Business 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration
Northern Trust's Trust School 2013 — 2014
Nova Southeastern University 2007 — 2009
B.S, Business Professional Management
Broward College 2003 — 2006
Associates in arts, Computer Information System
Gabrielle Jackson's Northern Trust Experience May 2008 - June 2011
Job Executive Assistant
Industry Staffing and Recruiting
Experience
Morgan Samuels September 2012 - Present
Scion / Toyota July 2011 - September 2012
Northern Trust May 2008 - June 2011
Kilroy Realty Corporation May 1999 - March 2008
Maguire Partners April 1994 - May 1999
Skills
Calendaring, Meeting Scheduling, Executive..., Executive Support, Concur, Expense Reports, Budgets, High Level Of..., MS Outlook Suite, Adobe Acrobat, Event Planning,..., WebEx, Travel Arrangements, Expense Management, Heavy Calendaring, Calendars, Administrative..., Phone Screening, Lotus Notes, Confidentiality, Diary Management, Expenses, Executive Level..., Management, Travel Planning, Executive Administrative, Business Correspondence, Invoice Processing, Organizing Meetings, Office Management, Recruiting, Event Planning, Human Resources, Administration, Administrative..., Leadership
Education
California State University-Fullerton
Bachelor of Arts (BA), English Language and Literature, General
Morgan Samuels September 2012 - Present
Scion / Toyota July 2011 - September 2012
Northern Trust May 2008 - June 2011
Kilroy Realty Corporation May 1999 - March 2008
Maguire Partners April 1994 - May 1999
Skills
Calendaring, Meeting Scheduling, Executive..., Executive Support, Concur, Expense Reports, Budgets, High Level Of..., MS Outlook Suite, Adobe Acrobat, Event Planning,..., WebEx, Travel Arrangements, Expense Management, Heavy Calendaring, Calendars, Administrative..., Phone Screening, Lotus Notes, Confidentiality, Diary Management, Expenses, Executive Level..., Management, Travel Planning, Executive Administrative, Business Correspondence, Invoice Processing, Organizing Meetings, Office Management, Recruiting, Event Planning, Human Resources, Administration, Administrative..., Leadership
Education
California State University-Fullerton
Bachelor of Arts (BA), English Language and Literature, General
Jackie Garrod's Northern Trust Experience February 2012 - Present
Job Senior Relationship Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust February 2012 - Present
Katten Muchin Rosenman LLP September 2001 - February 2012
Education
Fordham Law School 1998 — 2001
Doctor of Law (J.D.)
Brandeis University 1994 — 1998
Bachelor of Arts (B.A.), Politics and History
Northern Trust February 2012 - Present
Katten Muchin Rosenman LLP September 2001 - February 2012
Education
Fordham Law School 1998 — 2001
Doctor of Law (J.D.)
Brandeis University 1994 — 1998
Bachelor of Arts (B.A.), Politics and History
Ellen Cooney's Northern Trust Experience August 2008 - July 2012
Job Institutional Sales Associate, Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation July 2014 - Present
J.P. Morgan June 2013 - August 2013
Northern Trust August 2008 - July 2012
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Finance and Marketing
Boston College 2004 — 2008
Bachelor of Arts (B.A.), Economics
Northern Trust Corporation July 2014 - Present
J.P. Morgan June 2013 - August 2013
Northern Trust August 2008 - July 2012
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Finance and Marketing
Boston College 2004 — 2008
Bachelor of Arts (B.A.), Economics
Patrick Capodilupo's Northern Trust Experience September 2011 - Present
Job Senior Consultant at Northern Trust
Industry Financial Services
Experience
Northern Trust September 2011 - Present
PwC August 2008 - August 2011
Education
Boston College 2004 — 2008
Bachelor of Science (BS), Accounting and Finance
Northern Trust September 2011 - Present
PwC August 2008 - August 2011
Education
Boston College 2004 — 2008
Bachelor of Science (BS), Accounting and Finance
Boyd Hales's Northern Trust Experience 1965 - 1976
Job
Industry Banking
Experience
Zions First National Bank 1991 - Present
Northern Trust 1965 - 1976
Education
Stanford University Graduate School of Business 1963 — 1965
Finance, General
Brigham Young University 1960 — 1963
Bachelor's degree, Economics
Zions First National Bank 1991 - Present
Northern Trust 1965 - 1976
Education
Stanford University Graduate School of Business 1963 — 1965
Finance, General
Brigham Young University 1960 — 1963
Bachelor's degree, Economics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.