Northern Trust
Industry: Financial services company
DescriptionNorthern Trust Corporation is a financial services company organized in Delaware and headquartered in Chicago, Illinois that caters to corporations, institutional investors, and high net worth individuals. The company has 85 offices in 18 US states and 20 countries. Headquarters: Chicago, Illinois, United States CEO: Michael G. O'Grady (1 Jan 2018–) Assets under management: 1.2 trillion USD (As of December 31, 2017.) Subsidiaries: NORTHERN TRUST CO,
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5,178 Northern Trust employees in database. Find out everything there's to know about Northern Trust employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Northern Trust Employees
Employee
Years
Job
Industry
David Koulish David Koulish's Northern Trust Experience Sr. Vice PresidentKey Trust Company / Florida1982 - February 1993
Job Sr. Vice President Manager Wealth Management Investment Risk & Compliance
Industry Financial Services
Experience
Northern Trust Sr. Vice PresidentKey Trust Company / Florida1982 - February 1993
Skills
Wealth Management, Financial Services, Fixed Income, Equities, Asset Management, Banking, Investments, Mutual Funds, Hedge Funds, Securities, Risk Management, Asset Allocation, Capital Markets, Derivatives, Alternative Investments
Education
University of Central Florida 1979 — 1981
Master of Business Administration (MBA), Business Administration
University of Central Florida 1979 — 1980
Bachelor of Science (BS)
Northern Trust Sr. Vice PresidentKey Trust Company / Florida1982 - February 1993
Skills
Wealth Management, Financial Services, Fixed Income, Equities, Asset Management, Banking, Investments, Mutual Funds, Hedge Funds, Securities, Risk Management, Asset Allocation, Capital Markets, Derivatives, Alternative Investments
Education
University of Central Florida 1979 — 1981
Master of Business Administration (MBA), Business Administration
University of Central Florida 1979 — 1980
Bachelor of Science (BS)
William Diebel William Diebel's Northern Trust Experience November 1981 - June 1993
Job Realtor at Hill & Co. Real Estate
Industry Banking
Experience
Hill & Co. Real Estate May 2014 - Present
Wells Fargo October 2005 - January 2012
Citi September 1999 - October 2005
The Art Institute of Chicago February 1995 - June 1999
Northern Trust November 1981 - June 1993
Skills
Wealth Management, Asset Allocation, Portfolio Management, Investments, Securities, Series 7, Trusts, Investment Advisory, Asset Management, Alternative Investments, Charitable Trusts, Estate Planning, Trust Management, Strategic Financial..., Estate Administration, Estate Tax Planning, Banking, Trustee, Real Estate, Real Estate Transactions, Wealth Management..., Financial Planners, Financial Planning
Education
Christie's Education, London 1993 — 1994
Diploma, Fine and Decorative Arts, With honors
University of Denver 1977 — 1981
Bachelor of Science Business Administration, Finance and Marketing, Cum Laude
Hill & Co. Real Estate May 2014 - Present
Wells Fargo October 2005 - January 2012
Citi September 1999 - October 2005
The Art Institute of Chicago February 1995 - June 1999
Northern Trust November 1981 - June 1993
Skills
Wealth Management, Asset Allocation, Portfolio Management, Investments, Securities, Series 7, Trusts, Investment Advisory, Asset Management, Alternative Investments, Charitable Trusts, Estate Planning, Trust Management, Strategic Financial..., Estate Administration, Estate Tax Planning, Banking, Trustee, Real Estate, Real Estate Transactions, Wealth Management..., Financial Planners, Financial Planning
Education
Christie's Education, London 1993 — 1994
Diploma, Fine and Decorative Arts, With honors
University of Denver 1977 — 1981
Bachelor of Science Business Administration, Finance and Marketing, Cum Laude
Emil E. Barci, CFA Emil E. Barci, CFA's Northern Trust Experience October 2007 - March 2010
Job Portfolio Manager at Northern Trust
Industry Investment Management
Experience
Northern Trust Corporation March 2014 - Present
savvo digital sommelier solutions July 2013 - July 2014
Freelance February 2012 - July 2013
University of Illinois at Chicago June 2010 - December 2012
Northern Trust October 2007 - March 2010
Northern Trust March 2006 - October 2007
Skills
Financial Statement..., Economics, Portfolio Management, Factor Modeling, Financial Accounting, Consolidated Financial..., Corporate Valuation, Competitive Analysis, Financial Modeling, Risk Management, Security Analysis, Microsoft Excel, Microsoft Office, Compustat, Bloomberg Terminal, CRSP, Fixed Income Analysis, Asset Allocation, Investment Strategies, Relationship Management, Valuation, Alternative Investments, Investments, Asset Management, Wealth Management, Equities, Hedge Funds, Fixed Income, Investment Advisory, Financial Services, Investment Management, Financial Analysis, Corporate Finance, Securities, Derivatives, Options, Equity Research, Mutual Funds, Retirement Planning, Strategic Financial..., Trading, Finance, Analysis, Accounting
Education
University of Illinois at Chicago 2010 — 2012
MBA, Finance, 3.8/4.0
University of Illinois at Chicago 2010 — 2012
Master of Science (MS), Accounting, 3.8 / 4.0
University of Illinois at Chicago 2000 — 2004
BS, Finance
Marian Catholic 1995 — 1999
Northern Trust Corporation March 2014 - Present
savvo digital sommelier solutions July 2013 - July 2014
Freelance February 2012 - July 2013
University of Illinois at Chicago June 2010 - December 2012
Northern Trust October 2007 - March 2010
Northern Trust March 2006 - October 2007
Skills
Financial Statement..., Economics, Portfolio Management, Factor Modeling, Financial Accounting, Consolidated Financial..., Corporate Valuation, Competitive Analysis, Financial Modeling, Risk Management, Security Analysis, Microsoft Excel, Microsoft Office, Compustat, Bloomberg Terminal, CRSP, Fixed Income Analysis, Asset Allocation, Investment Strategies, Relationship Management, Valuation, Alternative Investments, Investments, Asset Management, Wealth Management, Equities, Hedge Funds, Fixed Income, Investment Advisory, Financial Services, Investment Management, Financial Analysis, Corporate Finance, Securities, Derivatives, Options, Equity Research, Mutual Funds, Retirement Planning, Strategic Financial..., Trading, Finance, Analysis, Accounting
Education
University of Illinois at Chicago 2010 — 2012
MBA, Finance, 3.8/4.0
University of Illinois at Chicago 2010 — 2012
Master of Science (MS), Accounting, 3.8 / 4.0
University of Illinois at Chicago 2000 — 2004
BS, Finance
Marian Catholic 1995 — 1999
Richard Giessert Richard Giessert's Northern Trust Experience June 2008 - May 2013
Job at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management May 2013 - Present
Northern Trust June 2008 - May 2013
A division of PNC Bank August 2004 - June 2008
Skills
Commercial Lending, Loans, Credit, Commercial Banking, Banking, Financial Analysis, Credit Analysis, Commercial Mortgages, Risk Management, Mortgage, Credit Risk, Asset Based Lending, Asset Management, Capital Markets, Cash Management, Commercial Real Estate, Consumer Lending, Finance, Financial Risk, Financial Services, Investments, Leadership, Lines Of Credit, Mutual Funds, Portfolio Management, Real Estate, Relationship Management, Residential Mortgages, Retail Banking, Small Business, Small Business Lending, Underwriting, Wealth Management, Cross Selling, Mortgage Lending, Strategic Financial..., Loan Origination, Treasury Management, Due Diligence
Education
University of Florida 2000 — 2004
BS & BA, Finance & Economics
PNC Wealth Management May 2013 - Present
Northern Trust June 2008 - May 2013
A division of PNC Bank August 2004 - June 2008
Skills
Commercial Lending, Loans, Credit, Commercial Banking, Banking, Financial Analysis, Credit Analysis, Commercial Mortgages, Risk Management, Mortgage, Credit Risk, Asset Based Lending, Asset Management, Capital Markets, Cash Management, Commercial Real Estate, Consumer Lending, Finance, Financial Risk, Financial Services, Investments, Leadership, Lines Of Credit, Mutual Funds, Portfolio Management, Real Estate, Relationship Management, Residential Mortgages, Retail Banking, Small Business, Small Business Lending, Underwriting, Wealth Management, Cross Selling, Mortgage Lending, Strategic Financial..., Loan Origination, Treasury Management, Due Diligence
Education
University of Florida 2000 — 2004
BS & BA, Finance & Economics
Drew Kendall Drew Kendall's Northern Trust Experience July 2013 - Present
Job Senior Consultant at Northern Trust Hedge Fund Services
Industry Financial Services
Experience
Northern Trust July 2013 - Present
Mirus Futures November 2009 - February 2013
Peak Trading Group March 2007 - November 2009
MF Global June 2006 - March 2007
Skills
Risk Management, Hedge Funds, Derivatives, Trading, Commodity, Options, Electronic Trading, Project Management, Financial Analysis, Bloomberg
Education
University of Colorado at Boulder - Leeds School of Business 2001 — 2005
Operations Management
Northern Trust July 2013 - Present
Mirus Futures November 2009 - February 2013
Peak Trading Group March 2007 - November 2009
MF Global June 2006 - March 2007
Skills
Risk Management, Hedge Funds, Derivatives, Trading, Commodity, Options, Electronic Trading, Project Management, Financial Analysis, Bloomberg
Education
University of Colorado at Boulder - Leeds School of Business 2001 — 2005
Operations Management
David Tasevski David Tasevski's Northern Trust Experience October 2012 - February 2013
Job Risk Assessment and Financial Analyst at CVM Solutions
Industry Financial Services
Experience
CVM Solutions November 2013 - Present
CVM Solutions June 2013 - November 2013
Northern Trust October 2012 - February 2013
Harris Bank July 2011 - October 2012
Century 21 January 2010 - July 2011
Skills
Banking, Compliance, Customer Service, Financial Sales, Organization &..., Referrals, Relationship Development, Sales, Real Estate, Team Building, Accounting, Negotiation
Education
University of Illinois at Chicago 2006 — 2010
Bachelor, Finance
CVM Solutions November 2013 - Present
CVM Solutions June 2013 - November 2013
Northern Trust October 2012 - February 2013
Harris Bank July 2011 - October 2012
Century 21 January 2010 - July 2011
Skills
Banking, Compliance, Customer Service, Financial Sales, Organization &..., Referrals, Relationship Development, Sales, Real Estate, Team Building, Accounting, Negotiation
Education
University of Illinois at Chicago 2006 — 2010
Bachelor, Finance
Wesley Ramsey's Northern Trust Experience April 2012 - June 2014
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2014 - Present
Northern Trust April 2012 - June 2014
American Airlines Federal Credit Union April 2001 - April 2012
Principal Financial Group December 1996 - March 2001
Skills
Portfolio Management, Retirement Planning, Wealth Management, Financial Advisory, Loans, Mutual Funds, Consumer Lending, Banking, Credit, Investment Advisory, Wealth, Securities, Series 63, Asset Allocation, Financial Planning
Education
University of North Texas 1994 — 1997
Bachelor of Arts (B.A.), Financial Planning
University of Houston 1992 — 1994
Fidelity Investments 2014 - Present
Northern Trust April 2012 - June 2014
American Airlines Federal Credit Union April 2001 - April 2012
Principal Financial Group December 1996 - March 2001
Skills
Portfolio Management, Retirement Planning, Wealth Management, Financial Advisory, Loans, Mutual Funds, Consumer Lending, Banking, Credit, Investment Advisory, Wealth, Securities, Series 63, Asset Allocation, Financial Planning
Education
University of North Texas 1994 — 1997
Bachelor of Arts (B.A.), Financial Planning
University of Houston 1992 — 1994
Erica Muncy, CFA Erica Muncy, CFA's Northern Trust Experience January 2001 - Present
Job Vice President/Portfolio Manager at Northern Trust
Industry Investment Management
Experience
Northern Trust January 2001 - Present
Skills
Alternative Investments, Asset Allocation, Equities, Fixed Income, Investment Management, Wealth Management, Mutual Funds, Wealth Management..., Securities, Investments, Investment Strategies
Education
University of Florida
Bachelor of Science (BS), Finance/Economics
University of South Florida
Master of Business Administration (MBA), Finance/Economics
Northern Trust January 2001 - Present
Skills
Alternative Investments, Asset Allocation, Equities, Fixed Income, Investment Management, Wealth Management, Mutual Funds, Wealth Management..., Securities, Investments, Investment Strategies
Education
University of Florida
Bachelor of Science (BS), Finance/Economics
University of South Florida
Master of Business Administration (MBA), Finance/Economics
Kim W. Lewis Kim W. Lewis's Northern Trust Experience February 2005 - Present
Job Senior Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust February 2005 - Present
SunTrust Bank August 1995 - June 2004
Skills
Investments, Series 7, Wealth Management, Asset Managment, Capital Markets, Asset Management, High Net Worth..., Securities, Private Banking, Wealth Management..., Financial Services, Asset Allocation, Investment Management, Hedge Funds, Alternative Investments, Loans
Education
University of Georgia - Terry College of Business 1991 — 1995
Bachelor of Business Administration (BBA), Finance
Northern Trust February 2005 - Present
SunTrust Bank August 1995 - June 2004
Skills
Investments, Series 7, Wealth Management, Asset Managment, Capital Markets, Asset Management, High Net Worth..., Securities, Private Banking, Wealth Management..., Financial Services, Asset Allocation, Investment Management, Hedge Funds, Alternative Investments, Loans
Education
University of Georgia - Terry College of Business 1991 — 1995
Bachelor of Business Administration (BBA), Finance
Hellen Mwangoka Hellen Mwangoka's Northern Trust Experience June 2013 - August 2013
Job Billing And Collections Analyst at Centene Corporation
Industry Financial Services
Experience
Centene Corporation September 2015 - Present
Hosto&Buchan LawFirm January 2014 - September 2015
Peace Lutheran Church January 2010 - January 2015
University of Central Arkansas - Career Services January 2012 - December 2013
University of Central Arkansas September 2011 - December 2013
University of Central Arkansas August 2011 - December 2013
Northern Trust June 2013 - August 2013
University of Central Arkansas October 2010 - May 2013
Economy Inn November 2011 - September 2012
University of Central Arkansas September 2009 - September 2012
Skills
Customer Service, Microsoft Office, Clerical Skills, Teamwork, Microsoft Excel, Software Documentation, System Administration, Marketing, Analysis, Leadership, Accounting, Social Media
Education
University of Central Arkansas 2009 — 2013
Bachelor of Business Administation, Finance
Centene Corporation September 2015 - Present
Hosto&Buchan LawFirm January 2014 - September 2015
Peace Lutheran Church January 2010 - January 2015
University of Central Arkansas - Career Services January 2012 - December 2013
University of Central Arkansas September 2011 - December 2013
University of Central Arkansas August 2011 - December 2013
Northern Trust June 2013 - August 2013
University of Central Arkansas October 2010 - May 2013
Economy Inn November 2011 - September 2012
University of Central Arkansas September 2009 - September 2012
Skills
Customer Service, Microsoft Office, Clerical Skills, Teamwork, Microsoft Excel, Software Documentation, System Administration, Marketing, Analysis, Leadership, Accounting, Social Media
Education
University of Central Arkansas 2009 — 2013
Bachelor of Business Administation, Finance
Mary Meg Gerbich's Northern Trust Experience June 2013 - August 2013
Job Healthcare Analyst at Huron Consulting Group
Industry Management Consulting
Experience
Huron Consulting Group June 2014 - Present
Flyer Consulting February 2013 - May 2014
Northern Trust June 2013 - August 2013
University of Dayton Campus Activities Board November 2010 - August 2013
Excellence In Motivation May 2012 - August 2012
Skills
Leadership, Event Planning, Facebook, Publicity, Social Media, Public Relations, Editing, Time Management, PowerPoint, Microsoft Office, Social Media Marketing
Education
University of Dayton 2010 — 2014
Business Administration, Economics, Operations and Suppy Chain Management
Barrington High School 2006 — 2010
Huron Consulting Group June 2014 - Present
Flyer Consulting February 2013 - May 2014
Northern Trust June 2013 - August 2013
University of Dayton Campus Activities Board November 2010 - August 2013
Excellence In Motivation May 2012 - August 2012
Skills
Leadership, Event Planning, Facebook, Publicity, Social Media, Public Relations, Editing, Time Management, PowerPoint, Microsoft Office, Social Media Marketing
Education
University of Dayton 2010 — 2014
Business Administration, Economics, Operations and Suppy Chain Management
Barrington High School 2006 — 2010
Richard A Tonetti Richard A Tonetti's Northern Trust Experience November 1993 - March 1997
Job Regional Vice President Trust Company of America
Industry Financial Services
Experience
Trust Company of America October 2012 - Present
U.S. Trust, Bank of America May 2004 - June 2012
Wells Fargo March 1997 - May 2004
Northern Trust November 1993 - March 1997
Skills
Superior Client Service, Client Retention..., Operating Budgets, Business Development, Business Planning, Business Process..., Driving Results, Value Propositions, key employee retention, achieving operational..., Cultural Awareness, Culture Change, Team Building, Matrix Management, Direct Sales, Investments, Wealth Management..., Banking, Coaching, Staff Retention, Client Services, Financial Services, Process Improvement, Portfolio Management, Loans, Credit, Team Leadership, Financial Advisory, Leadership
Education
University of Guelph 1983 — 1985
Bachelor's degree, Economics
Harlaxton College, Grantham England 1981 — 1981
Business/Commerce, General
Trust Company of America October 2012 - Present
U.S. Trust, Bank of America May 2004 - June 2012
Wells Fargo March 1997 - May 2004
Northern Trust November 1993 - March 1997
Skills
Superior Client Service, Client Retention..., Operating Budgets, Business Development, Business Planning, Business Process..., Driving Results, Value Propositions, key employee retention, achieving operational..., Cultural Awareness, Culture Change, Team Building, Matrix Management, Direct Sales, Investments, Wealth Management..., Banking, Coaching, Staff Retention, Client Services, Financial Services, Process Improvement, Portfolio Management, Loans, Credit, Team Leadership, Financial Advisory, Leadership
Education
University of Guelph 1983 — 1985
Bachelor's degree, Economics
Harlaxton College, Grantham England 1981 — 1981
Business/Commerce, General
Jessica Sarzynski Jessica Sarzynski's Northern Trust Experience March 2011 - March 2014
Job Client Service Analyst at Northern Trust Wealth Management
Industry Banking
Experience
Northern Trust Wealth Management April 2014 - Present
Northern Trust March 2011 - March 2014
PepsiCo August 2010 - January 2011
Office of the Comptroller of the Currency June 2006 - August 2009
Skills
Economics, Internal Controls, Banking, Financial Risk, Investments, Finance, Equities, Securities, Fixed Income, Trading
Education
University of Illinois at Chicago 2006 — 2010
Bachelor of Science (B.S.), Economics / International Business
Northern Trust Wealth Management April 2014 - Present
Northern Trust March 2011 - March 2014
PepsiCo August 2010 - January 2011
Office of the Comptroller of the Currency June 2006 - August 2009
Skills
Economics, Internal Controls, Banking, Financial Risk, Investments, Finance, Equities, Securities, Fixed Income, Trading
Education
University of Illinois at Chicago 2006 — 2010
Bachelor of Science (B.S.), Economics / International Business
Jane Ruda Jane Ruda's Northern Trust Experience August 2012 - September 2014
Job Broker Associate with Baird & Warner
Industry Real Estate
Experience
Northern Trust August 2012 - September 2014
Baird & Warner 2014 - 2014
Baird & Warner 2014 - 2014
Skills
Buyer Representation, Real Estate Transactions, Seller Representation, First Time Home Buyers, Negotiation, Business Analysis, Product Management, SDLC, Process Improvement, Vendor Management, Strategy, Financial Services, Banking, Product Development, Management, Portfolio Management, Agile Methodologies, Business Intelligence, Outsourcing, Fixed Income, Equities, Product Marketing, Cross-functional Team..., Market Research, Hedge Funds, Competitive Analysis, Bloomberg, Mutual Funds, Derivatives, Alternative Investments, UCITS
Education
DePaul University, Computer Career Program 1989 — 1989
An intensive seven-month course of study incorporating programming, analysis and design
University of Dayton 1981 — 1985
Bachelor of Science in Business Administration, Marketing
University of Dayton 1981 — 1985
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Northern Trust August 2012 - September 2014
Baird & Warner 2014 - 2014
Baird & Warner 2014 - 2014
Skills
Buyer Representation, Real Estate Transactions, Seller Representation, First Time Home Buyers, Negotiation, Business Analysis, Product Management, SDLC, Process Improvement, Vendor Management, Strategy, Financial Services, Banking, Product Development, Management, Portfolio Management, Agile Methodologies, Business Intelligence, Outsourcing, Fixed Income, Equities, Product Marketing, Cross-functional Team..., Market Research, Hedge Funds, Competitive Analysis, Bloomberg, Mutual Funds, Derivatives, Alternative Investments, UCITS
Education
DePaul University, Computer Career Program 1989 — 1989
An intensive seven-month course of study incorporating programming, analysis and design
University of Dayton 1981 — 1985
Bachelor of Science in Business Administration, Marketing
University of Dayton 1981 — 1985
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Janet Hill Janet Hill's Northern Trust Experience October 2009 - Present
Job Senior Vice President and Senior Trust Relationship Manager for The Northern Trust Company
Industry Financial Services
Experience
Northern Trust October 2009 - Present
Northern Trust June 2008 - October 2009
Northern Trust February 2007 - June 2008
Northern Trust November 2005 - February 2007
Northern Trust April 1995 - November 2005
Northern Trust January 1991 - April 1995
Heritage Trust Company August 1981 - January 1991
Education
University of Houston 1971 — 1974
Bachelor's Degree, Business Education, Magna Cum Laude
The Southwestern Graduate School of Banking 1985 — 1987
Trust Major, With Honors
The Texas School of Trust Banking
Northern Trust October 2009 - Present
Northern Trust June 2008 - October 2009
Northern Trust February 2007 - June 2008
Northern Trust November 2005 - February 2007
Northern Trust April 1995 - November 2005
Northern Trust January 1991 - April 1995
Heritage Trust Company August 1981 - January 1991
Education
University of Houston 1971 — 1974
Bachelor's Degree, Business Education, Magna Cum Laude
The Southwestern Graduate School of Banking 1985 — 1987
Trust Major, With Honors
The Texas School of Trust Banking
Rod Halmshaw's Northern Trust Experience July 1996 - November 1997
Job Investment Banking PM, DR, BCM, BA, Travel Director, Exporter, Property Developer & guitarist/writer/actor
Industry Motion Pictures and Film
Experience
Outdoor adventure ranch September 2013 - Present
Various Hollywood Production Companies April 2007 - Present
Vail Resorts October 2006 - March 2009
Obama Campaign September 2008 - November 2008
Deutsche Bank October 2000 - April 2004
Citi November 1999 - September 2000
Credit Suisse April 1998 - October 1998
Northern Trust July 1996 - November 1997
Lloyds Banking Group April 1994 - July 1995
New Zealand Investment Services Ltd January 1993 - December 1994
Skills
Business Analysis, Investment Banking, Strategy, Project Management, Marketing, Analysis, Film, Finance, Public Speaking, Product Development, Investments, Producing, Business Strategy, Disaster Recovery, Research, Screenwriting, Film Production, Entrepreneurship, Equities, Final Cut Pro, Video Editing, Video
Education
University of Canterbury 1986 — 1991
Bachelor of Commerce (B.Com.), Business management, accounting, economics and business law
University of Canterbury 1986 — 1991
Bachelor of Arts (B.A.), Politics, Classics, History and Psychology
Outdoor adventure ranch September 2013 - Present
Various Hollywood Production Companies April 2007 - Present
Vail Resorts October 2006 - March 2009
Obama Campaign September 2008 - November 2008
Deutsche Bank October 2000 - April 2004
Citi November 1999 - September 2000
Credit Suisse April 1998 - October 1998
Northern Trust July 1996 - November 1997
Lloyds Banking Group April 1994 - July 1995
New Zealand Investment Services Ltd January 1993 - December 1994
Skills
Business Analysis, Investment Banking, Strategy, Project Management, Marketing, Analysis, Film, Finance, Public Speaking, Product Development, Investments, Producing, Business Strategy, Disaster Recovery, Research, Screenwriting, Film Production, Entrepreneurship, Equities, Final Cut Pro, Video Editing, Video
Education
University of Canterbury 1986 — 1991
Bachelor of Commerce (B.Com.), Business management, accounting, economics and business law
University of Canterbury 1986 — 1991
Bachelor of Arts (B.A.), Politics, Classics, History and Psychology
Jonathan Gornick Jonathan Gornick's Northern Trust Experience June 2013 - Present
Job Senior Consultant, Training at Northern Trust
Industry Financial Services
Experience
Northern Trust June 2013 - Present
Northern Trust March 2011 - June 2013
Northern Trust May 2009 - March 2011
Northern Trust December 2007 - May 2009
Northern Trust January 2007 - December 2007
LocalLaunch! June 2005 - August 2005
Mintel January 2005 - April 2005
EdVenture Partners January 2005 - April 2005
Skills
Instructional Design, Training Facilitation, Training Delivery, Consulting, Financial Operations, Global Custody, Superior Client Service, Instructor-led Training, Coaching, Financial Services, Culture Change, Employee Training, Relationship Management, Technical Training, Outsourcing, Client Services, Business Analysis, Management, Banking, Risk Management, Investments, Team Leadership, Microsoft Office, Microsoft Excel
Education
University of Illinois at Chicago 2003 — 2006
Bachelor of Science (BS), Finance and Marketing, International Business
University of Illinois at Chicago
Bachelor of Science (B.S.), Marketing & Finance
Northern Trust June 2013 - Present
Northern Trust March 2011 - June 2013
Northern Trust May 2009 - March 2011
Northern Trust December 2007 - May 2009
Northern Trust January 2007 - December 2007
LocalLaunch! June 2005 - August 2005
Mintel January 2005 - April 2005
EdVenture Partners January 2005 - April 2005
Skills
Instructional Design, Training Facilitation, Training Delivery, Consulting, Financial Operations, Global Custody, Superior Client Service, Instructor-led Training, Coaching, Financial Services, Culture Change, Employee Training, Relationship Management, Technical Training, Outsourcing, Client Services, Business Analysis, Management, Banking, Risk Management, Investments, Team Leadership, Microsoft Office, Microsoft Excel
Education
University of Illinois at Chicago 2003 — 2006
Bachelor of Science (BS), Finance and Marketing, International Business
University of Illinois at Chicago
Bachelor of Science (B.S.), Marketing & Finance
Matthew McGrath Matthew McGrath's Northern Trust Experience August 2013 - July 2014
Job Account Administrator at Lockton Companies, LLC
Industry Financial Services
Experience
Lockton Companies August 2015 - Present
Northern Trust Corporation August 2014 - August 2015
Northern Trust August 2013 - July 2014
Waypoint Capital May 2010 - July 2013
Donegal Inc. May 2009 - August 2009
Skills
Financial Analysis, Project Planning, Market Research, Capital Budgeting, Microsoft Word, Management, Microsoft Office, Microsoft Excel, Investments, Private Equity, Portfolio Management, Equities, Finance, Wealth Management, Financial Services, Financial Modeling, Financial Reporting, Due Diligence, Accounting, Bloomberg
Education
University of Dayton 2009 — 2013
Bachelor of Science in Business Administration, Finance & Leadership - Double Major
John Cabot University 2012 — 2012
Study Abroad Program
Lockton Companies August 2015 - Present
Northern Trust Corporation August 2014 - August 2015
Northern Trust August 2013 - July 2014
Waypoint Capital May 2010 - July 2013
Donegal Inc. May 2009 - August 2009
Skills
Financial Analysis, Project Planning, Market Research, Capital Budgeting, Microsoft Word, Management, Microsoft Office, Microsoft Excel, Investments, Private Equity, Portfolio Management, Equities, Finance, Wealth Management, Financial Services, Financial Modeling, Financial Reporting, Due Diligence, Accounting, Bloomberg
Education
University of Dayton 2009 — 2013
Bachelor of Science in Business Administration, Finance & Leadership - Double Major
John Cabot University 2012 — 2012
Study Abroad Program
Donald Jaksa Donald Jaksa's Northern Trust Experience 2005 - 2010
Job Strategic Thinker | Problem Solver | Relationship Builder | Manager
Industry Management Consulting
Experience
Colorado Ballet 2007 - Present
Northern Trust 2005 - 2010
UMB Bank 2004 - 2005
Zytgyst 2000 - 2004
Skills
Business Relationship..., Financial Management..., Asset Managment, Strategic Consulting, Financial Modeling, Strategic Financial..., Commercial Lending, Financial Analysis, Strategic Planning, Commercial Banking, Managerial Finance, Finance, New Business Development, Wealth Management, Budgeting, Competitive Analysis, Credit Management, Debt & Equity Financing, Project Management, Risk Assessment, Underwriting, Synthesizing, Collaborative Problem..., Critical Thinking, Team Facilitation, Trusted Advisor, Objective Decision..., Creativity Skills, Management
Education
University of Denver - Daniels College of Business
MBA, Business
University of Notre Dame
BBA, Finance
Colorado Ballet 2007 - Present
Northern Trust 2005 - 2010
UMB Bank 2004 - 2005
Zytgyst 2000 - 2004
Skills
Business Relationship..., Financial Management..., Asset Managment, Strategic Consulting, Financial Modeling, Strategic Financial..., Commercial Lending, Financial Analysis, Strategic Planning, Commercial Banking, Managerial Finance, Finance, New Business Development, Wealth Management, Budgeting, Competitive Analysis, Credit Management, Debt & Equity Financing, Project Management, Risk Assessment, Underwriting, Synthesizing, Collaborative Problem..., Critical Thinking, Team Facilitation, Trusted Advisor, Objective Decision..., Creativity Skills, Management
Education
University of Denver - Daniels College of Business
MBA, Business
University of Notre Dame
BBA, Finance
Julie Opdyke Julie Opdyke's Northern Trust Experience October 2011 - Present
Job Marketing & Sales Associate at Northern Trust
Industry Financial Services
Experience
Northern Trust October 2011 - Present
Retirement Plan Services, LLC September 2002 - April 2011
Skills
Marketing, Marketing Strategy, Market Research, Social Media Marketing, Project Management, Direct Marketing, Strategic Planning, Social Media, Microsoft Office, Equities, New Business Development, Financial Services
Education
University of Colorado at Boulder 1991 — 1995
Bachelor of Arts, International Affairs
Northern Trust October 2011 - Present
Retirement Plan Services, LLC September 2002 - April 2011
Skills
Marketing, Marketing Strategy, Market Research, Social Media Marketing, Project Management, Direct Marketing, Strategic Planning, Social Media, Microsoft Office, Equities, New Business Development, Financial Services
Education
University of Colorado at Boulder 1991 — 1995
Bachelor of Arts, International Affairs
Susan Katz Susan Katz's Northern Trust Experience January 2007 - December 2007
Job Business Systems Specialist at Dearborn National
Industry Information Technology and Services
Experience
Dearborn National June 2014 - Present
IT Project Management February 2012 - May 2014
Navistar, Inc. July 2008 - January 2012
Northern Trust January 2007 - December 2007
Newedge Group, formerly Calyon Financial July 2004 - November 2006
Office Max, formerly Boise Office Solutions May 2001 - February 2004
Solution Assistance, Inc. September 2000 - April 2001
Whittman-Hart, Inc. / MarchFirst, Inc. June 1990 - June 2000
Skills
Planview, Microsoft Project,..., UML, IBM iSeries, AS/400,..., Java, IBM iSeries, JBA, Embedded SQL, SQL, RPG Free, Visio, Sungard GMI, Rational XDE, Agile Methodologies, Software Documentation, MS Project, RPG, SharePoint, Program Management, Data Warehousing, IT Project & Program..., SQL Stand Alone, DB2,..., RPG Free, ILE, IV, III,..., AS/400 Websphere, IFS,..., JBA (ERP System), Oracle UNIX, Solaris,..., Microsoft Windows,..., Rational Rose, Method 1, Project Management, Quality Assurance, Business Requirements
Education
Microtrain
PMP Project Management Professional Certification / Six Sigma Green Belt
University of Illinois at Chicago
B.S., Quantitative Methods (IT Systems, Operations Management, Statistics)
Dearborn National June 2014 - Present
IT Project Management February 2012 - May 2014
Navistar, Inc. July 2008 - January 2012
Northern Trust January 2007 - December 2007
Newedge Group, formerly Calyon Financial July 2004 - November 2006
Office Max, formerly Boise Office Solutions May 2001 - February 2004
Solution Assistance, Inc. September 2000 - April 2001
Whittman-Hart, Inc. / MarchFirst, Inc. June 1990 - June 2000
Skills
Planview, Microsoft Project,..., UML, IBM iSeries, AS/400,..., Java, IBM iSeries, JBA, Embedded SQL, SQL, RPG Free, Visio, Sungard GMI, Rational XDE, Agile Methodologies, Software Documentation, MS Project, RPG, SharePoint, Program Management, Data Warehousing, IT Project & Program..., SQL Stand Alone, DB2,..., RPG Free, ILE, IV, III,..., AS/400 Websphere, IFS,..., JBA (ERP System), Oracle UNIX, Solaris,..., Microsoft Windows,..., Rational Rose, Method 1, Project Management, Quality Assurance, Business Requirements
Education
Microtrain
PMP Project Management Professional Certification / Six Sigma Green Belt
University of Illinois at Chicago
B.S., Quantitative Methods (IT Systems, Operations Management, Statistics)
Laura Talafuse Laura Talafuse's Northern Trust Experience July 2011 - Present
Job Risk Consultant at Northern Trust Company
Industry Financial Services
Experience
Northern Trust July 2011 - Present
U.S. Trust November 2007 - July 2011
Tolleson Wealth Management January 2006 - June 2007
Northern Trust January 1992 - January 2006
Skills
Investments, Wealth Management, Mutual Funds, Banking, Fiduciary Services, Fiduciary Management, Compliance
Education
University of Houston
Northern Trust July 2011 - Present
U.S. Trust November 2007 - July 2011
Tolleson Wealth Management January 2006 - June 2007
Northern Trust January 1992 - January 2006
Skills
Investments, Wealth Management, Mutual Funds, Banking, Fiduciary Services, Fiduciary Management, Compliance
Education
University of Houston
Barry Wallach Barry Wallach's Northern Trust Experience September 2012 - Present
Job Senior Real Estate Asset Manager at Northern Trust
Industry Banking
Experience
Northern Trust September 2012 - Present
Bank of America August 2005 - September 2012
Aimco March 2004 - March 2005
USAA Real Co November 2000 - February 2004
GE Capital April 1993 - May 2000
Skills
Portfolio Management, Asset Management, Finance, Underwriting, Real Estate, Commercial Real Estate, Loan Origination, Construction Loans, Real Estate Financing, Loan Modifications, Bridge Loans, Document Review, Loan Servicing, Financial Statement..., Commercial Real Estate..., Cash Flow, Appraisal Skills, DCF Valuation, Interest Rate..., CMBS, Argus Modeling, Microsoft Excel, Microsoft Word
Education
The University of Connecticut
Bachelor's degree, Finance
Northern Trust September 2012 - Present
Bank of America August 2005 - September 2012
Aimco March 2004 - March 2005
USAA Real Co November 2000 - February 2004
GE Capital April 1993 - May 2000
Skills
Portfolio Management, Asset Management, Finance, Underwriting, Real Estate, Commercial Real Estate, Loan Origination, Construction Loans, Real Estate Financing, Loan Modifications, Bridge Loans, Document Review, Loan Servicing, Financial Statement..., Commercial Real Estate..., Cash Flow, Appraisal Skills, DCF Valuation, Interest Rate..., CMBS, Argus Modeling, Microsoft Excel, Microsoft Word
Education
The University of Connecticut
Bachelor's degree, Finance
Falguni Gandhi Falguni Gandhi's Northern Trust Experience October 2012 - Present
Job Recruiting Manager, Vice President Global Talent Acquisition at Northern Trust
Industry Financial Services
Experience
Northern Trust October 2012 - Present
Hyatt Hotels Corporation September 2010 - October 2012
Hyatt Hotels Corporation April 2009 - September 2010
RR Donnelley February 2008 - March 2009
ELV Consulting Group, Inc. July 1999 - January 2008
Skills
Talent Acquisition, Experienced Hire..., Internship Program..., Developing Client..., Coaching, Vendor Management, Full-cycle Recruiting, Recruiting, SDLC, Talent Management, Sourcing, Employee Relations, Human Resources, Management, Leadership, Business Development, Networking, Hiring, Succession Planning, Employee Benefits, Temporary Placement, Training, Workforce Planning, Deferred Compensation, Change Management, Benefits Negotiation, Onboarding, Applicant Tracking..., Employment Law, Technical Recruiting, College Recruiting, Employee Engagement, Consulting, Internet Recruiting, HRIS, Personnel Management, Performance Management, Employer Branding, Executive Search, Screening, Screening Resumes, Benefits Administration, Contract Recruitment, New Hire Orientations, Taleo, HR Policies, HR Consulting, PeopleSoft, Staffing Services, Job Descriptions
Education
University of Illinois at Chicago
BS, Marketing and Finance (Dual Major)
Northern Trust October 2012 - Present
Hyatt Hotels Corporation September 2010 - October 2012
Hyatt Hotels Corporation April 2009 - September 2010
RR Donnelley February 2008 - March 2009
ELV Consulting Group, Inc. July 1999 - January 2008
Skills
Talent Acquisition, Experienced Hire..., Internship Program..., Developing Client..., Coaching, Vendor Management, Full-cycle Recruiting, Recruiting, SDLC, Talent Management, Sourcing, Employee Relations, Human Resources, Management, Leadership, Business Development, Networking, Hiring, Succession Planning, Employee Benefits, Temporary Placement, Training, Workforce Planning, Deferred Compensation, Change Management, Benefits Negotiation, Onboarding, Applicant Tracking..., Employment Law, Technical Recruiting, College Recruiting, Employee Engagement, Consulting, Internet Recruiting, HRIS, Personnel Management, Performance Management, Employer Branding, Executive Search, Screening, Screening Resumes, Benefits Administration, Contract Recruitment, New Hire Orientations, Taleo, HR Policies, HR Consulting, PeopleSoft, Staffing Services, Job Descriptions
Education
University of Illinois at Chicago
BS, Marketing and Finance (Dual Major)
Jeff Stokes Jeff Stokes's Northern Trust Experience May 2010 - August 2013
Job Senior Vice President, Private Client Advisor at U.S. Trust
Industry Financial Services
Experience
U.S. Trust August 2013 - Present
Northern Trust May 2010 - August 2013
GenSpring Family Offices September 2001 - April 2010
SunTrust Bank August 1995 - September 2001
Skills
Alternative Investments, Wealth Management, Wealth, Portfolio Management, Asset Allocation, Asset Management, Investment Management, Hedge Funds, Wealth Management..., Investment Advisory, Business Development, Investment Strategies, High Net Worth..., Series 7
Education
University of Central Florida 1978 — 1982
Business, Finance
University of Pennsylvania - The Wharton School
U.S. Trust Accelerating Growth Program
Canon Trust School
National Graduate Trust School Northwestern University
National Trust School Northwestern University
Trust
U.S. Trust August 2013 - Present
Northern Trust May 2010 - August 2013
GenSpring Family Offices September 2001 - April 2010
SunTrust Bank August 1995 - September 2001
Skills
Alternative Investments, Wealth Management, Wealth, Portfolio Management, Asset Allocation, Asset Management, Investment Management, Hedge Funds, Wealth Management..., Investment Advisory, Business Development, Investment Strategies, High Net Worth..., Series 7
Education
University of Central Florida 1978 — 1982
Business, Finance
University of Pennsylvania - The Wharton School
U.S. Trust Accelerating Growth Program
Canon Trust School
National Graduate Trust School Northwestern University
National Trust School Northwestern University
Trust
Frank Miceli's Northern Trust Experience March 2008 - April 2012
Job Senior Software Engineer Java
Industry Information Technology and Services
Experience
IT Consulting April 2012 - Present
Northern Trust March 2008 - April 2012
CNA Insurance March 2003 - March 2008
SilverStream Software February 2000 - January 2003
ProAlliance July 1995 - December 1999
CMSI February 1995 - July 1995
Sprint - Centel June 1988 - November 1994
Transamerica Commercial Finance Corp (TCFC) July 1985 - June 1988
Skills
Hibernate, Java Enterprise Edition, SOA, DB2, Tomcat, EJB, Agile Methodologies, Weblogic, Websphere, JSP, UML, XML, Oracle, Ant, JMS, JUnit, Design Patterns, JDBC, SQL, Test Driven Development, MySQL, JavaScript, AJAX, Enterprise Architecture, SDLC, WebSphere, WebLogic
Education
University of Illinois at Chicago 1980 — 1985
IT Consulting April 2012 - Present
Northern Trust March 2008 - April 2012
CNA Insurance March 2003 - March 2008
SilverStream Software February 2000 - January 2003
ProAlliance July 1995 - December 1999
CMSI February 1995 - July 1995
Sprint - Centel June 1988 - November 1994
Transamerica Commercial Finance Corp (TCFC) July 1985 - June 1988
Skills
Hibernate, Java Enterprise Edition, SOA, DB2, Tomcat, EJB, Agile Methodologies, Weblogic, Websphere, JSP, UML, XML, Oracle, Ant, JMS, JUnit, Design Patterns, JDBC, SQL, Test Driven Development, MySQL, JavaScript, AJAX, Enterprise Architecture, SDLC, WebSphere, WebLogic
Education
University of Illinois at Chicago 1980 — 1985
Lisa McCain's Northern Trust Experience 1996 - 1998
Job VP, Asset Liability Manager & Budgeting and Financial Planning Manager at Florida Community Bank
Industry Banking
Experience
Florida Community Bank January 2012 - Present
Capital Bank 2007 - January 2012
Florida Heritage Communities, LLC 2005 - 2007
Fifth Third Bank 2002 - 2005
Orion Bank 2000 - 2002
LaSalle Bank 1998 - 2000
Northern Trust 1996 - 1998
Wachovia, A Wells Fargo Company 1996 - 1996
Skills
Budgeting/Strategic..., Financial Analysis, ALM, Cash Flow, Budgeting, Treasury Management, Liquidity Management, Financial Reporting, Risk Management, Liquidity, Interest Rate Risk..., Forecasting, Finance, Credit Risk, Budgets, Banking, Financial Modeling, Commercial Banking, Credit, Loans
Education
University of Florida 1990 — 1994
BS, Food and Resource Economics
Florida Community Bank January 2012 - Present
Capital Bank 2007 - January 2012
Florida Heritage Communities, LLC 2005 - 2007
Fifth Third Bank 2002 - 2005
Orion Bank 2000 - 2002
LaSalle Bank 1998 - 2000
Northern Trust 1996 - 1998
Wachovia, A Wells Fargo Company 1996 - 1996
Skills
Budgeting/Strategic..., Financial Analysis, ALM, Cash Flow, Budgeting, Treasury Management, Liquidity Management, Financial Reporting, Risk Management, Liquidity, Interest Rate Risk..., Forecasting, Finance, Credit Risk, Budgets, Banking, Financial Modeling, Commercial Banking, Credit, Loans
Education
University of Florida 1990 — 1994
BS, Food and Resource Economics
Brandy Hernandez's Northern Trust Experience 2000 - 2003
Job Experienced Student Advisor & Career Coach
Industry Education Management
Experience
American InterContinental University November 2010 - Present
American InterContinental University 2008 - 2010
American InterContinental University June 2007 - November 2008
Greater Lawndale Little Village High School for Social Justice January 2007 - April 2007
Spiral Workshop September 2006 - December 2006
Northern Trust 2000 - 2003
Skills
Student Service, Curriculum Development, Student Retention, Student Engagement, FERPA, Scheduling, Career Advising, Workshop Development, Workshop Presenter, Adult Education, Continuing Education, Resource Development, Art Education, Visual Arts, Multicultural..., Career Assessment, Career Counseling, Retaining Customers, Interviews, Resume Writing, Admissions, Training, Cover Letters, Staff Development, Microsoft Office, Student Financial Aid, Higher Education, Career Development, Job Search, Public Speaking, Leadership, Interview Preparation, Leadership Development, Process Scheduler, Student Affairs, Workshops, Coaching
Education
University of Illinois at Chicago 2003 — 2007
Bachelor of Fine Arts, Art Education
Morton College 2001 — 2004
AFA, Painting and Ceramics
American InterContinental University November 2010 - Present
American InterContinental University 2008 - 2010
American InterContinental University June 2007 - November 2008
Greater Lawndale Little Village High School for Social Justice January 2007 - April 2007
Spiral Workshop September 2006 - December 2006
Northern Trust 2000 - 2003
Skills
Student Service, Curriculum Development, Student Retention, Student Engagement, FERPA, Scheduling, Career Advising, Workshop Development, Workshop Presenter, Adult Education, Continuing Education, Resource Development, Art Education, Visual Arts, Multicultural..., Career Assessment, Career Counseling, Retaining Customers, Interviews, Resume Writing, Admissions, Training, Cover Letters, Staff Development, Microsoft Office, Student Financial Aid, Higher Education, Career Development, Job Search, Public Speaking, Leadership, Interview Preparation, Leadership Development, Process Scheduler, Student Affairs, Workshops, Coaching
Education
University of Illinois at Chicago 2003 — 2007
Bachelor of Fine Arts, Art Education
Morton College 2001 — 2004
AFA, Painting and Ceramics
Allison Fagnan Allison Fagnan's Northern Trust Experience February 2001 - Present
Job Senior Personal Banking Officer at Northern Trust
Industry Financial Services
Experience
Northern Trust February 2001 - Present
The Bank of Tampa May 1998 - August 2000
Skills
Banking, Wealth Management, Customer Service, Investments, Credit Analysis, Investment Advisory, Financial Services, Private Banking, Commercial Banking
Education
University of Florida 1996 — 2000
Bachelor of Arts (B.A.), Economics
Northern Trust February 2001 - Present
The Bank of Tampa May 1998 - August 2000
Skills
Banking, Wealth Management, Customer Service, Investments, Credit Analysis, Investment Advisory, Financial Services, Private Banking, Commercial Banking
Education
University of Florida 1996 — 2000
Bachelor of Arts (B.A.), Economics
Kenneth Hutson Kenneth Hutson's Northern Trust Experience January 2007 - Present
Job Vice President Sr. Real Estate Asset Manager/Construction Project Management Team Leader at Northern Trust
Industry Architecture & Planning
Experience
Northern Trust January 2007 - Present
UBuildIt of Lake Zurich January 2004 - December 2006
Owner Services Group August 2001 - January 2004
SynergyWerks Collaborative, P.C. April 2000 - August 2001
Owner Services Group, Inc April 1995 - April 2000
Hundrieser Gutowsky Associates 1986 - 1995
Perkins + Will 1984 - 1986
Skills
Owner's Representation, Capital Project..., Program Management, Architecture, Planning, Proformas, Strategic Planning, Marketing Strategy, Contract Development, Contract Negotiation, New Business Development, Client Presentations, Public Speaking, Construction Documents, Facilities Master..., MS Office Suite, MS Project, Contract Management, Project Planning, Project Management, Submittals, Real Estate, Construction Management, Microsoft Office, Management, Construction, Budgets, Negotiation, Entrepreneurship, Real Estate Development, Leadership, Renovation
Education
University of Illinois at Chicago 1978 — 1984
BA Arch (5 yr. professional degree), Architecture
Northern Trust January 2007 - Present
UBuildIt of Lake Zurich January 2004 - December 2006
Owner Services Group August 2001 - January 2004
SynergyWerks Collaborative, P.C. April 2000 - August 2001
Owner Services Group, Inc April 1995 - April 2000
Hundrieser Gutowsky Associates 1986 - 1995
Perkins + Will 1984 - 1986
Skills
Owner's Representation, Capital Project..., Program Management, Architecture, Planning, Proformas, Strategic Planning, Marketing Strategy, Contract Development, Contract Negotiation, New Business Development, Client Presentations, Public Speaking, Construction Documents, Facilities Master..., MS Office Suite, MS Project, Contract Management, Project Planning, Project Management, Submittals, Real Estate, Construction Management, Microsoft Office, Management, Construction, Budgets, Negotiation, Entrepreneurship, Real Estate Development, Leadership, Renovation
Education
University of Illinois at Chicago 1978 — 1984
BA Arch (5 yr. professional degree), Architecture
Alexandra Loken Alexandra Loken's Northern Trust Experience 2011 - 2011
Job Property Operations Administrator/Resident Relations Representative at Irvine Company
Industry Real Estate
Experience
Irvine Company April 2012 - Present
Northern Trust 2011 - 2011
The Maxwell Wine Company 2003 - 2011
National Student Leadership Conference 2005 - 2005
Skills
Leases, Property Management, Property, Fair Housing, OneSite, Customer Service, Apartments, Microsoft Office, Sales, Leadership, Real Estate Development, Marketing, Social Networking, Social Media, Commercial Real Estate, Management, Brokerage, Account Management, Time Management, Social Media Marketing, Retail, Negotiation, Highly personable, Organizational..., Office Administration, Highly detail oriented, Market Research, Selling, Accounts Receivable, Invoice Processing, Citrix, Peachtree, Photoshop, Problem Solving, Foreign Languages, Calculus, Economic Statistics, Mathematics, Corrigo, Accounts Payable, Resident Relations, General Ledger, Bookkeeping
Education
University of Colorado at Boulder
Bachelor of Arts Degree, History with Italian & Economic Studies
Irvine Company April 2012 - Present
Northern Trust 2011 - 2011
The Maxwell Wine Company 2003 - 2011
National Student Leadership Conference 2005 - 2005
Skills
Leases, Property Management, Property, Fair Housing, OneSite, Customer Service, Apartments, Microsoft Office, Sales, Leadership, Real Estate Development, Marketing, Social Networking, Social Media, Commercial Real Estate, Management, Brokerage, Account Management, Time Management, Social Media Marketing, Retail, Negotiation, Highly personable, Organizational..., Office Administration, Highly detail oriented, Market Research, Selling, Accounts Receivable, Invoice Processing, Citrix, Peachtree, Photoshop, Problem Solving, Foreign Languages, Calculus, Economic Statistics, Mathematics, Corrigo, Accounts Payable, Resident Relations, General Ledger, Bookkeeping
Education
University of Colorado at Boulder
Bachelor of Arts Degree, History with Italian & Economic Studies
Leonor B. Gil Leonor B. Gil's Northern Trust Experience April 2013 - Present
Job Senior Vice President/Product Manager & Head of Institutional Product Services
Industry Financial Services
Experience
Northern Trust April 2013 - Present
Harris Associates LP January 2007 - January 2008
Harris Associates LP 2000 - January 2007
Harris Associates LP 1998 - 1999
Harris Associates LP 1993 - 1998
Harris Associates LP 1988 - 1993
Harris Associates LP 1987 - 1988
Skills
Series 7, Series 63, High Net Worth..., Series 24, Series 65, Brokerage, Commissioning Management, 10b5-1 Plans, Subject Matter Experts, Team Leadership, Organizational..., Process Improvement, Emotional Intelligence, Staff Development, Performance Appraisal, Bilingual-English/Spanis..., Microsoft Word, Portfolio Management, Bloomberg, Mutual Funds, Equity Trading, Investments, Strategy, Securities, Hedge Funds, Financial Services
Education
Hispanic Alliance for Career Enhancement 2010 — 2010
Mujeres de HACE - Women's Leadership Program, Leadership Development
University of Houston 1983 — 1986
BS, Finance
Northern Trust April 2013 - Present
Harris Associates LP January 2007 - January 2008
Harris Associates LP 2000 - January 2007
Harris Associates LP 1998 - 1999
Harris Associates LP 1993 - 1998
Harris Associates LP 1988 - 1993
Harris Associates LP 1987 - 1988
Skills
Series 7, Series 63, High Net Worth..., Series 24, Series 65, Brokerage, Commissioning Management, 10b5-1 Plans, Subject Matter Experts, Team Leadership, Organizational..., Process Improvement, Emotional Intelligence, Staff Development, Performance Appraisal, Bilingual-English/Spanis..., Microsoft Word, Portfolio Management, Bloomberg, Mutual Funds, Equity Trading, Investments, Strategy, Securities, Hedge Funds, Financial Services
Education
Hispanic Alliance for Career Enhancement 2010 — 2010
Mujeres de HACE - Women's Leadership Program, Leadership Development
University of Houston 1983 — 1986
BS, Finance
Jacqueline Manley, Esq., CFP®'s Northern Trust Experience April 2005 - July 2009
Job Trust Tax Officer & Assistant Vice President
Industry Financial Services
Experience
LCNB National Bank September 2013 - Present
Projectory LLC for UnitedLex March 2013 - September 2013
Southern District Court of Ohio Federal Public Defender's Office August 2011 - December 2011
Roberson Law May 2011 - August 2011
Northern Trust April 2005 - July 2009
Northern Trust September 2000 - April 2005
Pittsburgh Penguins May 1999 - August 1999
Skills
trust tax, income tax, financial planning, Legal Research, Fiduciary Services, Personal Trust..., Corporate Tax, Partnership Taxation, Estate Planning, Certified Financial..., Legal Writing, Tax Law, Client Counseling, Customer Service, Document Review, Income Tax, Westlaw
Education
University of Dayton School of Law 2009 — 2012
JD
Pennsylvania State University 1996 — 2000
B.S., Accounting
LCNB National Bank September 2013 - Present
Projectory LLC for UnitedLex March 2013 - September 2013
Southern District Court of Ohio Federal Public Defender's Office August 2011 - December 2011
Roberson Law May 2011 - August 2011
Northern Trust April 2005 - July 2009
Northern Trust September 2000 - April 2005
Pittsburgh Penguins May 1999 - August 1999
Skills
trust tax, income tax, financial planning, Legal Research, Fiduciary Services, Personal Trust..., Corporate Tax, Partnership Taxation, Estate Planning, Certified Financial..., Legal Writing, Tax Law, Client Counseling, Customer Service, Document Review, Income Tax, Westlaw
Education
University of Dayton School of Law 2009 — 2012
JD
Pennsylvania State University 1996 — 2000
B.S., Accounting
Wendy Nelson Wendy Nelson's Northern Trust Experience January 1995 - April 1996
Job VPTeam LeaderSenior Asset Manager, Asset Resolution Team at PNC
Industry Banking
Experience
PNC March 2012 - Present
RBC Bank April 2009 - March 2012
M&I Bank September 2007 - January 2009
KeyBank Real Estate Capital May 2006 - September 2007
IronStone Bank August 2004 - May 2006
Bank of America June 2000 - August 2004
Donald A. Pickworth, P.A. April 1996 - June 2000
Northern Trust January 1995 - April 1996
Shawmut Bank January 1989 - June 1994
US Army July 1984 - June 1988
Skills
Loans, Underwriting, Credit Analysis, Credit, Banking, Real Estate, Team Management, Financial Risk, Risk Management, Leadership, Mergers & Acquisitions, Commercial Banking, Business Planning, Business Development, Finance, Mortgage Lending, Asset Management, Management, Loan Origination, Analysis, Negotiation, Sales, CRM, Commercial Real Estate, Commercial Lending
Education
Bank of America 2000 — 2002
Formal Credit Training Program
University of Florida - Warrington College of Business Administration 1999 — 2000
BSBA, Finance
Defense Language Institute 1984 — 1986
Czech Language and Literature
PNC March 2012 - Present
RBC Bank April 2009 - March 2012
M&I Bank September 2007 - January 2009
KeyBank Real Estate Capital May 2006 - September 2007
IronStone Bank August 2004 - May 2006
Bank of America June 2000 - August 2004
Donald A. Pickworth, P.A. April 1996 - June 2000
Northern Trust January 1995 - April 1996
Shawmut Bank January 1989 - June 1994
US Army July 1984 - June 1988
Skills
Loans, Underwriting, Credit Analysis, Credit, Banking, Real Estate, Team Management, Financial Risk, Risk Management, Leadership, Mergers & Acquisitions, Commercial Banking, Business Planning, Business Development, Finance, Mortgage Lending, Asset Management, Management, Loan Origination, Analysis, Negotiation, Sales, CRM, Commercial Real Estate, Commercial Lending
Education
Bank of America 2000 — 2002
Formal Credit Training Program
University of Florida - Warrington College of Business Administration 1999 — 2000
BSBA, Finance
Defense Language Institute 1984 — 1986
Czech Language and Literature
Karie O'Connor, QKA, AIF® Karie O'Connor, QKA, AIF®'s Northern Trust Experience June 2001 - June 2002
Job Sr. Vice President, Client Relationship Management Plexus Financial Services, LLC
Industry Financial Services
Experience
Plexus Financial Services, LLC June 2013 - Present
First American Bank 2002 - June 2013
Northern Trust June 2001 - June 2002
KMO Associates 1998 - 2001
Baker & McKenzie, Attorneys at Law 1989 - 1997
Skills
Retirement Planning, Consulting, 401k, Series 65, Series 6, Series 63, Mutual Funds, Business Relationship..., Deferred Compensation, Employee Benefits, Defined Benefit, Risk Management, Defined Contribution, Customer Satisfaction, Sales, Investments, Business Planning, Qualified Retirement..., Wealth Management, Compliance, Customer Retention, Regulatory Requirements, Fiduciary Management, Investment Advisory..., Profit Sharing, Asset Allocation, Fiduciary Services, Investment Advisory, Plan Design, non qualified plans, Retirement
Education
University of Central Florida - College of Business Administration
BSBA, Finance
Plexus Financial Services, LLC June 2013 - Present
First American Bank 2002 - June 2013
Northern Trust June 2001 - June 2002
KMO Associates 1998 - 2001
Baker & McKenzie, Attorneys at Law 1989 - 1997
Skills
Retirement Planning, Consulting, 401k, Series 65, Series 6, Series 63, Mutual Funds, Business Relationship..., Deferred Compensation, Employee Benefits, Defined Benefit, Risk Management, Defined Contribution, Customer Satisfaction, Sales, Investments, Business Planning, Qualified Retirement..., Wealth Management, Compliance, Customer Retention, Regulatory Requirements, Fiduciary Management, Investment Advisory..., Profit Sharing, Asset Allocation, Fiduciary Services, Investment Advisory, Plan Design, non qualified plans, Retirement
Education
University of Central Florida - College of Business Administration
BSBA, Finance
Bill McGee Bill McGee's Northern Trust Experience 1994 - 2003
Job COO at Farris Technology, LLC
Industry Logistics and Supply Chain
Experience
Farris Technology, LLC August 2014 - Present
NRL Funding, Inc. February 2014 - Present
Beyond Brainstorming, LLC 2006 - Present
Spencer Holdings, LLC 2006 - 2013
Northern Trust 1994 - 2003
Bank of America 1986 - 1994
SunTrust Bank 1980 - January 1986
Skills
Family Office Management, Hedge Fund Operational..., Trust Management, Asset Managment, Team Leadership, P&L Responsibility, Balance Sheet Management, Partnership Management, Strategic Planning, Family Office, Asset Management, Partner Management, Private Equity, Business Strategy, Banking, P&L Management, New Business Development, Acquisitions, Balance Sheet, Financial Advisory, Investment Advisory, Loans, Hedge Funds, Wealth, Management, Finance, Capital, Venture Capital, Portfolio Management, Alternative Investments, Due Diligence, Mergers & Acquisitions, Commercial Real Estate, Commercial Lending
Education
University of Florida - Warrington College Of Business
BSBA - 1979, Finance
Farris Technology, LLC August 2014 - Present
NRL Funding, Inc. February 2014 - Present
Beyond Brainstorming, LLC 2006 - Present
Spencer Holdings, LLC 2006 - 2013
Northern Trust 1994 - 2003
Bank of America 1986 - 1994
SunTrust Bank 1980 - January 1986
Skills
Family Office Management, Hedge Fund Operational..., Trust Management, Asset Managment, Team Leadership, P&L Responsibility, Balance Sheet Management, Partnership Management, Strategic Planning, Family Office, Asset Management, Partner Management, Private Equity, Business Strategy, Banking, P&L Management, New Business Development, Acquisitions, Balance Sheet, Financial Advisory, Investment Advisory, Loans, Hedge Funds, Wealth, Management, Finance, Capital, Venture Capital, Portfolio Management, Alternative Investments, Due Diligence, Mergers & Acquisitions, Commercial Real Estate, Commercial Lending
Education
University of Florida - Warrington College Of Business
BSBA - 1979, Finance
Christopher Tadda Christopher Tadda's Northern Trust Experience April 2004 - January 2015
Job Talent Development Professional
Industry Financial Services
Experience
Glass Lake Consulting April 2015 - Present
Northern Trust April 2004 - January 2015
Northern Trust June 1999 - April 2004
Northern Trust February 1998 - June 1999
Waste Management, Inc. May 1993 - September 1997
Waste Management, Inc. January 1989 - May 1993
Skills
Talent Management, Leadership Development, Training, Organizational..., Leadership, Employee Engagement, Coaching, Performance Improvement, Change Management, Team Building, Team Leadership, Human Resources, Succession Planning, Management, Onboarding, Emotional Intelligence, MBTI, Workshop Facilitation, Organizational..., Employee Training, Learning Management, Program Management, Organizational Design, Consulting, Performance Management, Blended Learning, Staff Development, E-Learning, Instructor-led Training, Instructional Design, Executive Coaching, Training Delivery, Culture Change, Needs Analysis, CRM, Strategy, Workshop Design, Strategic Planning, Process Improvement, Training & Development, Employee Relations, Management Consulting
Education
University of Illinois at Chicago 1987 — 1988
B.S., Biology
Glass Lake Consulting April 2015 - Present
Northern Trust April 2004 - January 2015
Northern Trust June 1999 - April 2004
Northern Trust February 1998 - June 1999
Waste Management, Inc. May 1993 - September 1997
Waste Management, Inc. January 1989 - May 1993
Skills
Talent Management, Leadership Development, Training, Organizational..., Leadership, Employee Engagement, Coaching, Performance Improvement, Change Management, Team Building, Team Leadership, Human Resources, Succession Planning, Management, Onboarding, Emotional Intelligence, MBTI, Workshop Facilitation, Organizational..., Employee Training, Learning Management, Program Management, Organizational Design, Consulting, Performance Management, Blended Learning, Staff Development, E-Learning, Instructor-led Training, Instructional Design, Executive Coaching, Training Delivery, Culture Change, Needs Analysis, CRM, Strategy, Workshop Design, Strategic Planning, Process Improvement, Training & Development, Employee Relations, Management Consulting
Education
University of Illinois at Chicago 1987 — 1988
B.S., Biology
Matthew McAdam, CFA, CAIA Matthew McAdam, CFA, CAIA's Northern Trust Experience July 2011 - Present
Job Portfolio Strategist, Portfolio Construction Desk at Northern Trust
Industry Investment Management
Experience
Northern Trust July 2011 - Present
ScotiaMcLeod January 2007 - June 2011
Fidelity Investments December 2005 - December 2006
Skills
Investment Management, Asset Allocation, Investment Risk..., Portfolio Management, Equity Manager Research, Fixed Income Manager..., Wealth Management, Asset Managment, Alternative Investments, Derivatives, Investment Strategies
Education
University of Colorado at Boulder 2003 — 2005
B.S. of Business Administration, Finance
University of Vermont 2001 — 2003
B.Sc. of Business Administration, Business
Northern Trust July 2011 - Present
ScotiaMcLeod January 2007 - June 2011
Fidelity Investments December 2005 - December 2006
Skills
Investment Management, Asset Allocation, Investment Risk..., Portfolio Management, Equity Manager Research, Fixed Income Manager..., Wealth Management, Asset Managment, Alternative Investments, Derivatives, Investment Strategies
Education
University of Colorado at Boulder 2003 — 2005
B.S. of Business Administration, Finance
University of Vermont 2001 — 2003
B.Sc. of Business Administration, Business
Cheryl Strzempka Cheryl Strzempka's Northern Trust Experience July 2013 - Present
Job Private Banker at Northern Trust
Industry Financial Services
Experience
Northern Trust July 2013 - Present
SunTrust Bank July 1996 - August 2005
Skills
Commercial Banking, High Net Worth..., Commercial Real Estate, Banking, Credit, Credit Analysis, Commercial Lending, Loans, Financial Advisory, Financial Services
Education
University of Florida 1992 — 1996
Bachelor's degree, Finance, General
Riverview High School 1988 — 1992
Northern Trust July 2013 - Present
SunTrust Bank July 1996 - August 2005
Skills
Commercial Banking, High Net Worth..., Commercial Real Estate, Banking, Credit, Credit Analysis, Commercial Lending, Loans, Financial Advisory, Financial Services
Education
University of Florida 1992 — 1996
Bachelor's degree, Finance, General
Riverview High School 1988 — 1992
Cynthia Retel Cynthia Retel's Northern Trust Experience April 2009 - Present
Job Vice President Accounting Operations Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust April 2009 - Present
Northern Trust October 2003 - April 2009
Northern Trust July 2000 - October 2003
Northern Trust Corporation August 1991 - July 2000
Skills
Six Sigma - Green Belt, Certified Retirement..., Account Reconciliation, Financial Statements, Expense Management, Financial Reporting, Accounting, Financial Analysis, Equities, Asset Management, Financial Services, Banking, Investments, Securities, Due Diligence, Mutual Funds, Process Improvement, Fixed Income
Education
University of Illinois at Chicago 1987 — 1992
Bachelor of Science, Accounting
Northern Trust April 2009 - Present
Northern Trust October 2003 - April 2009
Northern Trust July 2000 - October 2003
Northern Trust Corporation August 1991 - July 2000
Skills
Six Sigma - Green Belt, Certified Retirement..., Account Reconciliation, Financial Statements, Expense Management, Financial Reporting, Accounting, Financial Analysis, Equities, Asset Management, Financial Services, Banking, Investments, Securities, Due Diligence, Mutual Funds, Process Improvement, Fixed Income
Education
University of Illinois at Chicago 1987 — 1992
Bachelor of Science, Accounting
Bradford Bourgeois Bradford Bourgeois's Northern Trust Experience 2000 - 2006
Job Finance Professional
Industry Investment Management
Experience
Living Healthy Solutions LLC September 2011 - June 2015
Care USA 2008 - 2011
Habitat for Humanity International 2006 - 2008
Northern Trust 2000 - 2006
Skills
Cash..., Investment Management, Bank Account Management, Financial Planning &..., Management Reporting, Process Improvement, Capital Investments, Project Management, Relationship Management
Education
University of Georgia - Terry College of Business 2011 — 2013
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
BS, Finance
Living Healthy Solutions LLC September 2011 - June 2015
Care USA 2008 - 2011
Habitat for Humanity International 2006 - 2008
Northern Trust 2000 - 2006
Skills
Cash..., Investment Management, Bank Account Management, Financial Planning &..., Management Reporting, Process Improvement, Capital Investments, Project Management, Relationship Management
Education
University of Georgia - Terry College of Business 2011 — 2013
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
BS, Finance
Denise Kelly Denise Kelly's Northern Trust Experience October 2003 - Present
Job Senior Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust October 2003 - Present
U S Trust Company 1998 - 2003
Arthur Andersen May 1992 - December 1998
Skills
Asset Allocation, Estate Planning, Wealth Management, Investments
Education
University of Hartford 1992 — 1993
Master's degree, Accounting
Williams College 1988 — 1992
Bachelor of Arts (B.A.), Economics
Northern Trust October 2003 - Present
U S Trust Company 1998 - 2003
Arthur Andersen May 1992 - December 1998
Skills
Asset Allocation, Estate Planning, Wealth Management, Investments
Education
University of Hartford 1992 — 1993
Master's degree, Accounting
Williams College 1988 — 1992
Bachelor of Arts (B.A.), Economics
Dianne Prust Dianne Prust's Northern Trust Experience 2005 - 2008
Job Corporate and Commercial Banking at OneWest Bank
Industry Financial Services
Experience
OneWest Bank 2013 - Present
Wells Fargo Private Bank 2008 - 2011
Northern Trust 2005 - 2008
U.S. Bank 2002 - 2005
Bank of America 1997 - 2001
Skills
Mergers, Corporate Finance, Investment Banking, Portfolio Management, Investments, Financial Modeling, Strategic Financial..., Valuation, Capital Markets, Commercial Banking, Financial Analysis, Equities, Banking, Credit, Finance, Mergers & Acquisitions, M&A experience, Private Equity, Entrepreneurship, Management, Project Planning
Education
University of Virginia - Darden Graduate School of Business Administration 1990 — 1992
MBA
University of Colorado Boulder 1981 — 1985
BS, Finance/Accounting
OneWest Bank 2013 - Present
Wells Fargo Private Bank 2008 - 2011
Northern Trust 2005 - 2008
U.S. Bank 2002 - 2005
Bank of America 1997 - 2001
Skills
Mergers, Corporate Finance, Investment Banking, Portfolio Management, Investments, Financial Modeling, Strategic Financial..., Valuation, Capital Markets, Commercial Banking, Financial Analysis, Equities, Banking, Credit, Finance, Mergers & Acquisitions, M&A experience, Private Equity, Entrepreneurship, Management, Project Planning
Education
University of Virginia - Darden Graduate School of Business Administration 1990 — 1992
MBA
University of Colorado Boulder 1981 — 1985
BS, Finance/Accounting
Regina Desler Regina Desler's Northern Trust Experience 2009 - Present
Job Manager of Operational Risk Analytics at Northern Trust
Industry Financial Services
Experience
Northern Trust 2009 - Present
AlixPartners 2007 - 2008
Analysis Group 2006 - 2007
Lexecon 2004 - 2006
Skills
Economics, Basel II, Operational Risk, SAS, Statistical Modeling, Litigation Support, Quantitative Analytics, Data Analysis, Risk Modeling, Operational Risk..., Analytics, Stress Testing, Financial Modeling, Risk Management
Education
University of Hamburg 1995 — 2003
Ph.D., Mathematical Economics
Northern Trust 2009 - Present
AlixPartners 2007 - 2008
Analysis Group 2006 - 2007
Lexecon 2004 - 2006
Skills
Economics, Basel II, Operational Risk, SAS, Statistical Modeling, Litigation Support, Quantitative Analytics, Data Analysis, Risk Modeling, Operational Risk..., Analytics, Stress Testing, Financial Modeling, Risk Management
Education
University of Hamburg 1995 — 2003
Ph.D., Mathematical Economics
Abir Salim's Northern Trust Experience May 2013 - Present
Job Senior Associate at Cortland Capital Market Services LLC
Industry Financial Services
Experience
Cortland Capital Market Services LLC October 2013 - Present
Northern Trust May 2013 - Present
Northern Trust 2012 - Present
Northern Trust 2011 - April 2012
BMO Harris Bank May 2009 - August 2009
Skills
Funding, Fund Administration, Project Management, Commodity, Variance Analysis
Education
University of Illinois at Chicago 2006 — 2010
Bachelor of Science, Finance
Cortland Capital Market Services LLC October 2013 - Present
Northern Trust May 2013 - Present
Northern Trust 2012 - Present
Northern Trust 2011 - April 2012
BMO Harris Bank May 2009 - August 2009
Skills
Funding, Fund Administration, Project Management, Commodity, Variance Analysis
Education
University of Illinois at Chicago 2006 — 2010
Bachelor of Science, Finance
Rachel Avery Rachel Avery's Northern Trust Experience April 2013 - March 2014
Job
Industry Information Technology and Services
Experience
Northern Trust Corporation March 2015 - Present
BMO Harris Bank June 2014 - December 2014
Northern Trust April 2013 - March 2014
United Airlines April 2012 - April 2013
CME Group February 2011 - February 2012
URS Corporation January 2006 - February 2011
The Diffusion Group May 2005 - January 2006
First American Professional Land Services January 2005 - May 2005
Opus West Corporation 2000 - 2002
Skills
Visio, MS Office Suite, Editing, Requirements Gathering, Document Management, Indexing, Document Design, Technical Documentation, Technical Communication, Requirements Analysis, Technical Writing, FrameMaker, SharePoint, Adobe Acrobat, Software Documentation, SnagIt, Content Management, HTML, Project Management, Microsoft Office, Program Management, Business Process, Copy Editing, Analysis, Information Design
Education
University of Oklahoma 2002 — 2004
BA
University of Central Oklahoma 1992 — 1999
B.A.
Northern Trust Corporation March 2015 - Present
BMO Harris Bank June 2014 - December 2014
Northern Trust April 2013 - March 2014
United Airlines April 2012 - April 2013
CME Group February 2011 - February 2012
URS Corporation January 2006 - February 2011
The Diffusion Group May 2005 - January 2006
First American Professional Land Services January 2005 - May 2005
Opus West Corporation 2000 - 2002
Skills
Visio, MS Office Suite, Editing, Requirements Gathering, Document Management, Indexing, Document Design, Technical Documentation, Technical Communication, Requirements Analysis, Technical Writing, FrameMaker, SharePoint, Adobe Acrobat, Software Documentation, SnagIt, Content Management, HTML, Project Management, Microsoft Office, Program Management, Business Process, Copy Editing, Analysis, Information Design
Education
University of Oklahoma 2002 — 2004
BA
University of Central Oklahoma 1992 — 1999
B.A.
Jason Voss's Northern Trust Experience June 2007 - February 2008
Job Principal Engineer, Big Data
Industry Information Technology and Services
Experience
Allstate May 2015 - Present
Tribune Direct June 2014 - Present
Tribune Direct August 2013 - June 2014
Tribune Direct January 2011 - August 2013
MC+A July 2010 - December 2010
SXC Health Solutions February 2008 - February 2009
Northern Trust June 2007 - February 2008
Wachovia, A Wells Fargo Company January 2006 - June 2007
Hewitt Associates January 2004 - December 2005
Skills
SQL, Databases, Microsoft SQL Server, Business Analysis, Data Analysis, SAS, SharePoint, Microsoft Excel, Data Warehousing, ASP.NET, Java, Project Management, Business Intelligence, Microsoft Office, PowerPoint, Big Data, NoSQL, Hadoop, Hive, Sqoop, HBase
Education
University of Illinois at Chicago 2009 — 2010
Master of Science (M.S.), Management Information Systems, 3.6
University of Notre Dame 1999 — 2003
Allstate May 2015 - Present
Tribune Direct June 2014 - Present
Tribune Direct August 2013 - June 2014
Tribune Direct January 2011 - August 2013
MC+A July 2010 - December 2010
SXC Health Solutions February 2008 - February 2009
Northern Trust June 2007 - February 2008
Wachovia, A Wells Fargo Company January 2006 - June 2007
Hewitt Associates January 2004 - December 2005
Skills
SQL, Databases, Microsoft SQL Server, Business Analysis, Data Analysis, SAS, SharePoint, Microsoft Excel, Data Warehousing, ASP.NET, Java, Project Management, Business Intelligence, Microsoft Office, PowerPoint, Big Data, NoSQL, Hadoop, Hive, Sqoop, HBase
Education
University of Illinois at Chicago 2009 — 2010
Master of Science (M.S.), Management Information Systems, 3.6
University of Notre Dame 1999 — 2003
Daniel Ahye's Northern Trust Experience June 2013 - August 2013
Job Associate Wealth Advisor at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation September 2015 - Present
Northern Trust Corporation August 2014 - Present
University of Central Florida College Work Experience Program/Lockheed Martin October 2011 - May 2014
Northern Trust June 2013 - August 2013
US Securities and Exchange Commission June 2010 - August 2010
Skills
Microsoft Excel, Budgets, Financial Analysis, Investments, Portfolio Management, Finance, Leadership, Equity Research Analysis, Asset Allocation, CRM, Social Networking, Management, Data Analysis, Market Research, Strategic Planning, Forecasting, Public Speaking, Social Media, Social Media Marketing, Financial Reporting, Event Planning, Marketing
Education
University of Central Florida 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Junior
Northern Trust Corporation September 2015 - Present
Northern Trust Corporation August 2014 - Present
University of Central Florida College Work Experience Program/Lockheed Martin October 2011 - May 2014
Northern Trust June 2013 - August 2013
US Securities and Exchange Commission June 2010 - August 2010
Skills
Microsoft Excel, Budgets, Financial Analysis, Investments, Portfolio Management, Finance, Leadership, Equity Research Analysis, Asset Allocation, CRM, Social Networking, Management, Data Analysis, Market Research, Strategic Planning, Forecasting, Public Speaking, Social Media, Social Media Marketing, Financial Reporting, Event Planning, Marketing
Education
University of Central Florida 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Junior
CT Charlton's Northern Trust Experience February 2008 - March 2011
Job NonAutomotive Segment Leader at The Charlton Group, Inc.
Industry Automotive
Experience
Charlton Group, Inc. March 2014 - Present
American Boa 2011 - 2015
American Boa 2011 - 2015
Charlton Group, Inc. March 2011 - March 2014
Grand Rapids Controls, LLC March 2011 - March 2012
Northern Trust February 2008 - March 2011
Skills
Account Management, New Business Development, Business Development, Business Strategy, Marketing Strategy, Negotiation, Sales, Strategic Planning, Strategy, Sales Management, Microsoft Office, Marketing, Salesforce.com
Education
University of Colorado at Boulder 2002 — 2006
BS, Business
Charlton Group, Inc. March 2014 - Present
American Boa 2011 - 2015
American Boa 2011 - 2015
Charlton Group, Inc. March 2011 - March 2014
Grand Rapids Controls, LLC March 2011 - March 2012
Northern Trust February 2008 - March 2011
Skills
Account Management, New Business Development, Business Development, Business Strategy, Marketing Strategy, Negotiation, Sales, Strategic Planning, Strategy, Sales Management, Microsoft Office, Marketing, Salesforce.com
Education
University of Colorado at Boulder 2002 — 2006
BS, Business
Dana Zook Dana Zook's Northern Trust Experience December 2014 - Present
Job Account Relationship Associate at Northern Trust
Industry Financial Services
Experience
Northern Trust December 2014 - Present
Northern Trust 2013 - December 2014
Zeta Tau Alpha November 2011 - November 2012
Zeta Tau Alpha November 2010 - November 2011
Northwestern Mutual May 2011 - August 2011
Skills
Leadership, Insurance, Policy, Microsoft Excel, Financial Analysis, Health Insurance, Microsoft Office, PowerPoint, Customer Service, Financial Services, Accounting, Microsoft Word, Time Management, Access, Public Speaking, Strategic Planning
Education
University of Dayton 2009 — 2013
Bachelor of Science (BS), Economics and Finance
Villa Duchesne High School 2005 — 2009
Northern Trust December 2014 - Present
Northern Trust 2013 - December 2014
Zeta Tau Alpha November 2011 - November 2012
Zeta Tau Alpha November 2010 - November 2011
Northwestern Mutual May 2011 - August 2011
Skills
Leadership, Insurance, Policy, Microsoft Excel, Financial Analysis, Health Insurance, Microsoft Office, PowerPoint, Customer Service, Financial Services, Accounting, Microsoft Word, Time Management, Access, Public Speaking, Strategic Planning
Education
University of Dayton 2009 — 2013
Bachelor of Science (BS), Economics and Finance
Villa Duchesne High School 2005 — 2009
Ana Diaz Vidal, CPA Ana Diaz Vidal, CPA's Northern Trust Experience September 2012 - June 2014
Job Northern Trust
Industry Investment Management
Experience
Northern Trust Corporation July 2014 - Present
Northern Trust September 2012 - June 2014
PLC Investments October 2010 - September 2012
KPMG July 2008 - October 2010
KPMG October 2006 - June 2008
Skills
Strategic Financial..., Big 4, Trusts, QuickBooks, Tax Advisory, Wealth Management, Microsoft Excel, Tax Returns, Data Analysis, Financial Statements, High Net Worth..., Tax Preparation, Account Reconciliation, Financial Planners, Estate Planning, General Ledger, Partnership Taxation, Cash Flow Forecasting
Education
University of Florida - Warrington College of Business Administration 2002 — 2006
BS and MS, Accounting
Northern Trust Corporation July 2014 - Present
Northern Trust September 2012 - June 2014
PLC Investments October 2010 - September 2012
KPMG July 2008 - October 2010
KPMG October 2006 - June 2008
Skills
Strategic Financial..., Big 4, Trusts, QuickBooks, Tax Advisory, Wealth Management, Microsoft Excel, Tax Returns, Data Analysis, Financial Statements, High Net Worth..., Tax Preparation, Account Reconciliation, Financial Planners, Estate Planning, General Ledger, Partnership Taxation, Cash Flow Forecasting
Education
University of Florida - Warrington College of Business Administration 2002 — 2006
BS and MS, Accounting
John Melbourne's Northern Trust Experience October 2011 - May 2013
Job Performance Analytics Analyst at DiMeo Schneider & Associates
Industry Financial Services
Experience
DiMeo Schneider & Associates May 2013 - Present
Northern Trust October 2011 - May 2013
Parker Carlson and Johnson Investment Management August 2010 - May 2011
MPI Investment Management July 2010 - August 2010
Education
University of Dayton 2007 — 2011
Bachelor of Science (BS), Finance
DiMeo Schneider & Associates May 2013 - Present
Northern Trust October 2011 - May 2013
Parker Carlson and Johnson Investment Management August 2010 - May 2011
MPI Investment Management July 2010 - August 2010
Education
University of Dayton 2007 — 2011
Bachelor of Science (BS), Finance
Vivek Mehra Vivek Mehra's Northern Trust Experience July 2005 - March 2009
Job CEO / CTO at ParqEx
Industry Computer Software
Experience
ParqEx June 2014 - Present
MonAlarm LLC March 2013 - Present
Aleyant Systems February 2012 - March 2013
flozio April 2009 - February 2012
Northern Trust July 2005 - March 2009
Insight Business Solutions Inc. 2004 - 2005
Endoxy HealthCare Associates, Inc. April 2004 - September 2004
Navistar Inc 2002 - 2004
Resource America Inc. 1997 - 2001
Skills
Entrepreneurship, Technology Leadership, Start-ups, Strategy, Product Development, Project Management, Software Development, Mobile Technology, Web Development, Digital Marketing, Management, Cloud Computing, Agile Methodologies, Enterprise Architecture, Solution Architecture, Enterprise Software, E-commerce, Google Analytics, Salesforce.com, SOA, SaaS, Mobile Applications, Web Applications, Social Media, CMS, CRM, SEO, Scrum, .NET, Microsoft SQL Server, C#, ASP.NET, WCF, TFS, JavaScript, Microsoft Technologies, Test Driven Development, SQL, Consulting, User Experience, XML, jQuery, Mobile Devices, Networking
Education
University of Illinois at Chicago
Master of Science (M.S.), Management Information Systems
ParqEx June 2014 - Present
MonAlarm LLC March 2013 - Present
Aleyant Systems February 2012 - March 2013
flozio April 2009 - February 2012
Northern Trust July 2005 - March 2009
Insight Business Solutions Inc. 2004 - 2005
Endoxy HealthCare Associates, Inc. April 2004 - September 2004
Navistar Inc 2002 - 2004
Resource America Inc. 1997 - 2001
Skills
Entrepreneurship, Technology Leadership, Start-ups, Strategy, Product Development, Project Management, Software Development, Mobile Technology, Web Development, Digital Marketing, Management, Cloud Computing, Agile Methodologies, Enterprise Architecture, Solution Architecture, Enterprise Software, E-commerce, Google Analytics, Salesforce.com, SOA, SaaS, Mobile Applications, Web Applications, Social Media, CMS, CRM, SEO, Scrum, .NET, Microsoft SQL Server, C#, ASP.NET, WCF, TFS, JavaScript, Microsoft Technologies, Test Driven Development, SQL, Consulting, User Experience, XML, jQuery, Mobile Devices, Networking
Education
University of Illinois at Chicago
Master of Science (M.S.), Management Information Systems
Ricky Turetsky Ricky Turetsky's Northern Trust Experience May 2000 - March 2003
Job Partner at Medantex
Industry Marketing and Advertising
Experience
Medantex February 2006 - Present
Nation Safe Drivers March 2003 - Present
Solstas Lab Partners February 2011 - October 2013
Oracle Diagnostic Laboratories 2008 - 2011
Northern Trust May 2000 - March 2003
Biotrace Laboratories February 1998 - May 2000
Skills
Managed Care, Customer Service, Event Planning, Medicaid, Community Outreach, New Business Development, Customer Retention, Business Development, Process Improvement, Leadership, Project Management, Employee Benefits, Medicare, Social Media, Health Insurance, Change Management, Management, Coaching, Data Analysis, Microsoft Office, Healthcare Management, Testing, Informatics, Healthcare Industry, EMR, Sales Process, Team Leadership, Healthcare, Clinical Research, Strategy, Business Planning, Leadership Development, Social Networking, Medical Devices, Sales Presentations, Hospitals, Sales Operations, Research, Nonprofits, Strategic Partnerships, B2B, Selling, Business Analysis, Business Strategy, Product Marketing, Online Marketing, Building Relationships, EHR, Healthcare Information..., Strategic Planning
Education
University of Florida - Fredric G. Levin College of Law 1973 — 1976
JD, law
University of Michigan 1969 — 1973
BA, English literature and art history
Medantex February 2006 - Present
Nation Safe Drivers March 2003 - Present
Solstas Lab Partners February 2011 - October 2013
Oracle Diagnostic Laboratories 2008 - 2011
Northern Trust May 2000 - March 2003
Biotrace Laboratories February 1998 - May 2000
Skills
Managed Care, Customer Service, Event Planning, Medicaid, Community Outreach, New Business Development, Customer Retention, Business Development, Process Improvement, Leadership, Project Management, Employee Benefits, Medicare, Social Media, Health Insurance, Change Management, Management, Coaching, Data Analysis, Microsoft Office, Healthcare Management, Testing, Informatics, Healthcare Industry, EMR, Sales Process, Team Leadership, Healthcare, Clinical Research, Strategy, Business Planning, Leadership Development, Social Networking, Medical Devices, Sales Presentations, Hospitals, Sales Operations, Research, Nonprofits, Strategic Partnerships, B2B, Selling, Business Analysis, Business Strategy, Product Marketing, Online Marketing, Building Relationships, EHR, Healthcare Information..., Strategic Planning
Education
University of Florida - Fredric G. Levin College of Law 1973 — 1976
JD, law
University of Michigan 1969 — 1973
BA, English literature and art history
Laura Ursan Laura Ursan's Northern Trust Experience October 2014 - Present
Job Analyst, Securities Processing at Northern Trust
Industry Higher Education
Experience
Northern Trust October 2014 - Present
Romanian Baptist Church May 2004 - Present
Avida Capital Group March 2014 - June 2014
University of Illinois at Chicago January 2014 - May 2014
University of Illinois September 2011 - May 2014
University of Illinois August 2009 - December 2009
Skills
Research, Tutoring, Statistics, Data Analysis, Economics, Finance, Stata, Event Planning, Microsoft Excel, Public Speaking, Market Research, PowerPoint, Microsoft Office, Training, Leadership, Microsoft Word, Private Equity, Project Management, Equity Trading, Private Banking, Analysis, Customer Service
Education
Maine West High School
University of Illinois
Economics and Finance, Liberal Arts and Sciences Economics and CBA Finance
Northern Trust October 2014 - Present
Romanian Baptist Church May 2004 - Present
Avida Capital Group March 2014 - June 2014
University of Illinois at Chicago January 2014 - May 2014
University of Illinois September 2011 - May 2014
University of Illinois August 2009 - December 2009
Skills
Research, Tutoring, Statistics, Data Analysis, Economics, Finance, Stata, Event Planning, Microsoft Excel, Public Speaking, Market Research, PowerPoint, Microsoft Office, Training, Leadership, Microsoft Word, Private Equity, Project Management, Equity Trading, Private Banking, Analysis, Customer Service
Education
Maine West High School
University of Illinois
Economics and Finance, Liberal Arts and Sciences Economics and CBA Finance
Dan Dillon Dan Dillon's Northern Trust Experience 2005 - 2007
Job Operations Manager at CHEP
Industry Logistics and Supply Chain
Experience
Brambles July 2007 - Present
Northern Trust 2005 - 2007
Skills
3PL, Logistics, Logistics Management, Transportation..., Supply Chain, Transportation, Supply Chain Management, Supply Chain..., Warehousing, Warehouse Management, Operations Management, Process Improvement, Freight, Freight Forwarding, Six Sigma, Container, Shipping, Inventory Management, SAP, Procurement, Supply Management, Materials Management, Pallet Racking
Education
University of Dayton 2001 — 2005
Bachelor's degree, Operations Management
Fenwick High School 1997 — 2001
Brambles July 2007 - Present
Northern Trust 2005 - 2007
Skills
3PL, Logistics, Logistics Management, Transportation..., Supply Chain, Transportation, Supply Chain Management, Supply Chain..., Warehousing, Warehouse Management, Operations Management, Process Improvement, Freight, Freight Forwarding, Six Sigma, Container, Shipping, Inventory Management, SAP, Procurement, Supply Management, Materials Management, Pallet Racking
Education
University of Dayton 2001 — 2005
Bachelor's degree, Operations Management
Fenwick High School 1997 — 2001
Edgar Reilly Edgar Reilly's Northern Trust Experience 1987 - 1992
Job Partner at Lowis & Gellen LLP
Industry Legal Services
Experience
Lowis & Gellen LLP September 2014 - Present
Quantum Foods March 2011 - July 2014
Quantum Foods August 2008 - July 2014
Quantum Foods 2007 - August 2008
Wight Realty Group, LLC 2005 - 2007
GE Capital 2003 - 2005
Winston & Strawn LLP 1998 - 2003
Ross & Hardies (now McGuire Woods) 1996 - 1998
United States Bankruptcy Court 1995 - 1996
Northern Trust 1987 - 1992
Skills
Mergers, Corporate Law, Contract Negotiation, Due Diligence, Securities Regulation, Licensing, Joint Ventures, Corporate Governance, Commercial Litigation, Litigation, Litigation Management, Mergers & Acquisitions, Intellectual Property, Arbitration, Employment Law, Privacy Law, Legal Research, Restructuring
Education
University of Chicago Law School 1992 — 1995
JD
University of Notre Dame 1983 — 1987
Bach, Finance
St. Joseph's High School - South Bend, IN
Lowis & Gellen LLP September 2014 - Present
Quantum Foods March 2011 - July 2014
Quantum Foods August 2008 - July 2014
Quantum Foods 2007 - August 2008
Wight Realty Group, LLC 2005 - 2007
GE Capital 2003 - 2005
Winston & Strawn LLP 1998 - 2003
Ross & Hardies (now McGuire Woods) 1996 - 1998
United States Bankruptcy Court 1995 - 1996
Northern Trust 1987 - 1992
Skills
Mergers, Corporate Law, Contract Negotiation, Due Diligence, Securities Regulation, Licensing, Joint Ventures, Corporate Governance, Commercial Litigation, Litigation, Litigation Management, Mergers & Acquisitions, Intellectual Property, Arbitration, Employment Law, Privacy Law, Legal Research, Restructuring
Education
University of Chicago Law School 1992 — 1995
JD
University of Notre Dame 1983 — 1987
Bach, Finance
St. Joseph's High School - South Bend, IN
Roberto Leung Roberto Leung's Northern Trust Experience December 2009 - July 2012
Job HR Information Systems Consultant
Industry Financial Services
Experience
Northern Trust Corporation July 2012 - Present
Northern Trust December 2009 - July 2012
Northern Trust Corporation January 2006 - December 2009
BMO Harris Bank April 2004 - July 2005
BMO Harris Bank January 2000 - April 2004
Skills
Business Analysis, SDLC, Banking, Requirements Gathering, Financial Services, Business Requirements, Risk Management, Process Improvement, Business Process..., Visio
Education
University of Illinois at Chicago 2014 — 2016
Master of Business Administration, Business Administration and Management, General
University of Illinois at Chicago 1996 — 2000
Bachelor of Sciences, Information & Decision Sciences
Northern Trust Corporation July 2012 - Present
Northern Trust December 2009 - July 2012
Northern Trust Corporation January 2006 - December 2009
BMO Harris Bank April 2004 - July 2005
BMO Harris Bank January 2000 - April 2004
Skills
Business Analysis, SDLC, Banking, Requirements Gathering, Financial Services, Business Requirements, Risk Management, Process Improvement, Business Process..., Visio
Education
University of Illinois at Chicago 2014 — 2016
Master of Business Administration, Business Administration and Management, General
University of Illinois at Chicago 1996 — 2000
Bachelor of Sciences, Information & Decision Sciences
Dawn Palavecino Dawn Palavecino's Northern Trust Experience September 2007 - November 2011
Job Owner/President at CPR Cell Phone Repair South Dade
Industry Retail
Experience
CPR - Cell Phone Repair - South Dade March 2012 - Present
Northern Trust September 2007 - November 2011
Gibraltar Private Bank & Trust March 2006 - August 2007
Northern Trust June 1996 - February 2006
Bank of America November 1995 - May 1996
Bank of America October 1993 - October 1995
Bank of America October 1992 - October 1993
Education
University of Florida
Bachelor of Science (B.S.), Finance, General
University of Florida
Bachelor of Science (B.S.), Finance, General
CPR - Cell Phone Repair - South Dade March 2012 - Present
Northern Trust September 2007 - November 2011
Gibraltar Private Bank & Trust March 2006 - August 2007
Northern Trust June 1996 - February 2006
Bank of America November 1995 - May 1996
Bank of America October 1993 - October 1995
Bank of America October 1992 - October 1993
Education
University of Florida
Bachelor of Science (B.S.), Finance, General
University of Florida
Bachelor of Science (B.S.), Finance, General
Chi Ly, CFA Chi Ly, CFA's Northern Trust Experience October 2007 - July 2010
Job Senior Investment Advisor at deVere USA Inc.
Industry Financial Services
Experience
deVere USA Inc. August 2012 - Present
US Trust - Bank of America Private Wealth Management July 2011 - August 2012
Gibraltar Private Bank and Trust July 2010 - June 2011
Northern Trust October 2007 - July 2010
US Trust, Bank of America September 2000 - October 2007
UBS PaineWebber, Inc July 1994 - September 2000
Education
University of Florida 1990 — 1994
Bachelor's degree, Music Theory and Composition
deVere USA Inc. August 2012 - Present
US Trust - Bank of America Private Wealth Management July 2011 - August 2012
Gibraltar Private Bank and Trust July 2010 - June 2011
Northern Trust October 2007 - July 2010
US Trust, Bank of America September 2000 - October 2007
UBS PaineWebber, Inc July 1994 - September 2000
Education
University of Florida 1990 — 1994
Bachelor's degree, Music Theory and Composition
John Setlak's Northern Trust Experience June 1978 - December 1988
Job Sr. Management Executive
Industry Computer Software
Experience
Interim Executive & Strategic Management April 2002 - Present
IBM November 1998 - October 2001
Knightsbridge Solutions August 1997 - June 1998
Prism Systems January 1994 - December 1996
INTERACTIVE Systems January 1989 - November 1993
Northern Trust June 1978 - December 1988
Skills
Marketing Strategy, Business Strategy, P&L Management, SaaS, Solution Selling, Channel Strategy, Turnaround Strategies, Business Reorganizations, Social Media, New Business Development, Change Management, Contract Development, Compensation Plans, Executive Management, Business Development, Product Management, Enterprise Software, Start-ups, Strategy
Education
University of Illinois at Chicago
MBA, Finance
University of Illinois at Urbana-Champaign
BS, Computer Science
Interim Executive & Strategic Management April 2002 - Present
IBM November 1998 - October 2001
Knightsbridge Solutions August 1997 - June 1998
Prism Systems January 1994 - December 1996
INTERACTIVE Systems January 1989 - November 1993
Northern Trust June 1978 - December 1988
Skills
Marketing Strategy, Business Strategy, P&L Management, SaaS, Solution Selling, Channel Strategy, Turnaround Strategies, Business Reorganizations, Social Media, New Business Development, Change Management, Contract Development, Compensation Plans, Executive Management, Business Development, Product Management, Enterprise Software, Start-ups, Strategy
Education
University of Illinois at Chicago
MBA, Finance
University of Illinois at Urbana-Champaign
BS, Computer Science
Marty McNamara, CPA, CFP®'s Northern Trust Experience January 2011 - August 2012
Job CoFounder, Wealth Advisor at marrick wealth
Industry Financial Services
Experience
marrick wealth August 2012 - Present
Northern Trust January 2011 - August 2012
The Tarbox Group, Inc. September 2007 - January 2011
Fairway Wealth Management LLC December 2004 - September 2007
Deloitte Tax LLP January 2003 - December 2004
Skills
Personal Finance, Wealth Management, Investment Advisory, Financial Planning, Tax, Estate Tax Planning, Insurance, Cash Flow Management, Retirement Planning, Strategic Financial..., Estate Planning
Education
University of Dayton 1998 — 2002
Bachelor of Science, Finance & Accounting
St. Edward High School 1994 — 1998
College Prepatory
marrick wealth August 2012 - Present
Northern Trust January 2011 - August 2012
The Tarbox Group, Inc. September 2007 - January 2011
Fairway Wealth Management LLC December 2004 - September 2007
Deloitte Tax LLP January 2003 - December 2004
Skills
Personal Finance, Wealth Management, Investment Advisory, Financial Planning, Tax, Estate Tax Planning, Insurance, Cash Flow Management, Retirement Planning, Strategic Financial..., Estate Planning
Education
University of Dayton 1998 — 2002
Bachelor of Science, Finance & Accounting
St. Edward High School 1994 — 1998
College Prepatory
Ellis Lester's Northern Trust Experience March 2004 - March 2005
Job Director of Trade Development at Coastal Wine & Spirits
Industry Wine and Spirits
Experience
Southern Wine & Spirits November 2014 - Present
Southern Wine & Spirits December 2011 - Present
The J.M. Smucker Company February 2011 - December 2011
Storck June 2009 - February 2011
Puma May 2007 - October 2007
Northern Trust Company March 2005 - June 2006
Northern Trust March 2004 - March 2005
Skills
Product Management, CRM, Cross-cultural Teams, Marketing, Sales, Analysis, Finance, Forecasting, Pricing, Brand Management, Market Research, Customer Insight, Strategy, Leadership
Education
University of South Carolina - The Moore School of Business 2006 — 2008
IMBA
University of Colorado Boulder - Leeds School of Business 1999 — 2003
BS
Southern Wine & Spirits November 2014 - Present
Southern Wine & Spirits December 2011 - Present
The J.M. Smucker Company February 2011 - December 2011
Storck June 2009 - February 2011
Puma May 2007 - October 2007
Northern Trust Company March 2005 - June 2006
Northern Trust March 2004 - March 2005
Skills
Product Management, CRM, Cross-cultural Teams, Marketing, Sales, Analysis, Finance, Forecasting, Pricing, Brand Management, Market Research, Customer Insight, Strategy, Leadership
Education
University of South Carolina - The Moore School of Business 2006 — 2008
IMBA
University of Colorado Boulder - Leeds School of Business 1999 — 2003
BS
Paul Landes's Northern Trust Experience April 2009 - July 2009
Job Chief Data Scientist at ChoreHat
Industry Information Technology and Services
Experience
ChoreHat May 2015 - Present
Emmi Solutions February 2014 - May 2015
Objective Arts February 2013 - February 2014
Nokia (formerly NAVTEQ) January 2010 - November 2012
Bank of America June 2009 - February 2010
Northern Trust April 2009 - July 2009
Peak 6 December 2008 - February 2009
NAVTEQ June 2008 - December 2008
Bank of America March 2005 - June 2008
TransUnion, Chicago IL October 2001 - March 2005
Skills
Java, Linux, Unix, CORBA, Java Enterprise Edition, Lisp, Spring, Weblogic, Hibernate, JBoss Application Server, XML, Struts, JMS, Agile Methodologies, SOA, Software Development, Perl, Design Patterns, UML, JSP, Oracle, JDBC
Education
University of Illinois at Chicago 2013 — 2016
Master of Science (M.S.), Computer Science
University of North Texas 1995 — 1999
Bachelor of Science (B.S.), Computer Science, 3.76/4
ChoreHat May 2015 - Present
Emmi Solutions February 2014 - May 2015
Objective Arts February 2013 - February 2014
Nokia (formerly NAVTEQ) January 2010 - November 2012
Bank of America June 2009 - February 2010
Northern Trust April 2009 - July 2009
Peak 6 December 2008 - February 2009
NAVTEQ June 2008 - December 2008
Bank of America March 2005 - June 2008
TransUnion, Chicago IL October 2001 - March 2005
Skills
Java, Linux, Unix, CORBA, Java Enterprise Edition, Lisp, Spring, Weblogic, Hibernate, JBoss Application Server, XML, Struts, JMS, Agile Methodologies, SOA, Software Development, Perl, Design Patterns, UML, JSP, Oracle, JDBC
Education
University of Illinois at Chicago 2013 — 2016
Master of Science (M.S.), Computer Science
University of North Texas 1995 — 1999
Bachelor of Science (B.S.), Computer Science, 3.76/4
CJ Hull's Northern Trust Experience April 2012 - Present
Job Senior Investment Performance Consultant at Northern Trust
Industry Banking
Experience
Northern Trust April 2012 - Present
Northern Trust August 2009 - April 2012
The Northern Trust 2006 - September 2009
Skills
Bloomberg, Fixed Income, Asset Allocation, Equities, Mutual Funds, Portfolio Management, Hedge Funds, Alternative Investments, Fund Accounting, Investment Management, Asset Managment, Investment Strategies, Investments, Derivatives, Securities, Wealth Management, Fund Of Funds, Bloomberg Terminal, Valuation, Financial Modeling, Bonds, Capital Markets
Education
University of Colorado at Boulder 2000 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
Northern Trust April 2012 - Present
Northern Trust August 2009 - April 2012
The Northern Trust 2006 - September 2009
Skills
Bloomberg, Fixed Income, Asset Allocation, Equities, Mutual Funds, Portfolio Management, Hedge Funds, Alternative Investments, Fund Accounting, Investment Management, Asset Managment, Investment Strategies, Investments, Derivatives, Securities, Wealth Management, Fund Of Funds, Bloomberg Terminal, Valuation, Financial Modeling, Bonds, Capital Markets
Education
University of Colorado at Boulder 2000 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
Joseph Ayisi, CPA's Northern Trust Experience 2008 - October 2011
Job Controller at Halyard Capital
Industry Financial Services
Experience
Halyard Capital 2014 - Present
J.P. Morgan 2012 - 2014
Northern Trust 2008 - October 2011
Grant Thornton 2005 - 2008
Education
University of Illinois at Urbana-Champaign
Master of Science, Accounting
University of Ghana
Bachelor of Science, Finance
Halyard Capital 2014 - Present
J.P. Morgan 2012 - 2014
Northern Trust 2008 - October 2011
Grant Thornton 2005 - 2008
Education
University of Illinois at Urbana-Champaign
Master of Science, Accounting
University of Ghana
Bachelor of Science, Finance
Avni Soni's Northern Trust Experience March 2007 - June 2007
Job Program Manager at Caesars Entertainment Corporation
Industry Information Technology and Services
Experience
Caesars Entertainment Corporation July 2015 - Present
Caesars Entertainment Corporation November 2013 - Present
Caesars Entertainment Corporation July 2013 - November 2013
Huron Consulting Group March 2011 - June 2013
HAVI Global Solutions May 2009 - February 2011
Qi Consulting October 2008 - March 2009
EMC Corporation July 2007 - August 2008
Northern Trust March 2007 - June 2007
Abbott Laboratories May 2006 - January 2007
Cardinal Health May 2005 - March 2006
Skills
Process Improvement, Business Analysis, Enterprise Architecture, Project Management, Business Process..., Program Management, IT Strategy, SDLC, Management, PMO, Leadership, Vendor Management, Business Intelligence
Education
University of Illinois at Chicago
Bachelor of Science
Caesars Entertainment Corporation July 2015 - Present
Caesars Entertainment Corporation November 2013 - Present
Caesars Entertainment Corporation July 2013 - November 2013
Huron Consulting Group March 2011 - June 2013
HAVI Global Solutions May 2009 - February 2011
Qi Consulting October 2008 - March 2009
EMC Corporation July 2007 - August 2008
Northern Trust March 2007 - June 2007
Abbott Laboratories May 2006 - January 2007
Cardinal Health May 2005 - March 2006
Skills
Process Improvement, Business Analysis, Enterprise Architecture, Project Management, Business Process..., Program Management, IT Strategy, SDLC, Management, PMO, Leadership, Vendor Management, Business Intelligence
Education
University of Illinois at Chicago
Bachelor of Science
Christopher Ebel's Northern Trust Experience May 2009 - Present
Job Senior Trader
Industry Investment Management
Experience
Northern Trust May 2009 - Present
Westpeak Global Advisors August 1999 - September 2008
Education
University of Colorado Boulder 1986 — 1990
Northern Trust May 2009 - Present
Westpeak Global Advisors August 1999 - September 2008
Education
University of Colorado Boulder 1986 — 1990
Kirsten Bedway's Northern Trust Experience September 2007 - November 2012
Job President and Chief Digital Strategist at Bedrock Digital LLC
Industry Internet
Experience
Bedrock Digital LLC November 2012 - Present
Northern Trust September 2007 - November 2012
American Dental Association March 1997 - August 2007
Intertec 1993 - March 1997
Skills
SEO, Online Marketing, Email Marketing, Content Strategy, Social Media Marketing, SEM, Digital Strategy, Content Management, Social Media, Digital Marketing, Copywriting, User Experience, PPC, Web Content, Content Development, Web Marketing, CMS, Web Project Management, Google Adwords, Facebook, Google Analytics, Web Analytics, Integrated Marketing, SEO copywriting, Web Strategy, YouTube, Interactive Marketing, Information Architecture, Web Content Production, Twitter, Sketch Comedy, Omniture, Marketing, Strategy, Web Content Management
Education
Second City Training Center 2013 — 2014
Writing Program, Sketch Comedy Writing
University of Evansville 1988 — 1992
Bachelor of Science, Journalism
Interlochen Arts Academy 1986 — 1988
Bedrock Digital LLC November 2012 - Present
Northern Trust September 2007 - November 2012
American Dental Association March 1997 - August 2007
Intertec 1993 - March 1997
Skills
SEO, Online Marketing, Email Marketing, Content Strategy, Social Media Marketing, SEM, Digital Strategy, Content Management, Social Media, Digital Marketing, Copywriting, User Experience, PPC, Web Content, Content Development, Web Marketing, CMS, Web Project Management, Google Adwords, Facebook, Google Analytics, Web Analytics, Integrated Marketing, SEO copywriting, Web Strategy, YouTube, Interactive Marketing, Information Architecture, Web Content Production, Twitter, Sketch Comedy, Omniture, Marketing, Strategy, Web Content Management
Education
Second City Training Center 2013 — 2014
Writing Program, Sketch Comedy Writing
University of Evansville 1988 — 1992
Bachelor of Science, Journalism
Interlochen Arts Academy 1986 — 1988
Amy Hurtado's Northern Trust Experience December 2012 - Present
Job Team Leader/ Trust Officer at Northern Trust
Industry Financial Services
Experience
Northern Trust December 2012 - Present
Northern Trust December 2008 - November 2012
Skills
Fund Accounting, Fixed Income, Bloomberg, Asset Managment, Derivatives, Equities, Financial Analysis, Alternative Investments, Asset Allocation
Education
University of Illinois at Chicago 2005 — 2007
Bachelor of Science (BS), Finance
Northern Trust December 2012 - Present
Northern Trust December 2008 - November 2012
Skills
Fund Accounting, Fixed Income, Bloomberg, Asset Managment, Derivatives, Equities, Financial Analysis, Alternative Investments, Asset Allocation
Education
University of Illinois at Chicago 2005 — 2007
Bachelor of Science (BS), Finance
Audrey Drechsler's Northern Trust Experience September 2009 - May 2013
Job Software Engineer
Industry Information Technology and Services
Experience
Northern Trust September 2009 - May 2013
Northern Trust 2009 - May 2013
Wachovia Securities February 2005 - May 2009
Perficient Inc October 2002 - February 2005
Genisys Consulting, Inc. 2002 - 2004
Lucent Technologies May 1980 - October 2001
Lucent 1980 - 2001
Skills
SQL, C++, C#, C, HTML, Unix, PL/SQL, Shell Scripting, Software Development, OOAD, Design Patterns, Oracle, DB2, Perl, OOP, Agile Methodologies, Software Project..., SOA
Education
University of Illinois at Chicago
BS, Information System Engineering
Northern Trust September 2009 - May 2013
Northern Trust 2009 - May 2013
Wachovia Securities February 2005 - May 2009
Perficient Inc October 2002 - February 2005
Genisys Consulting, Inc. 2002 - 2004
Lucent Technologies May 1980 - October 2001
Lucent 1980 - 2001
Skills
SQL, C++, C#, C, HTML, Unix, PL/SQL, Shell Scripting, Software Development, OOAD, Design Patterns, Oracle, DB2, Perl, OOP, Agile Methodologies, Software Project..., SOA
Education
University of Illinois at Chicago
BS, Information System Engineering
Tom Jermal's Northern Trust Experience June 2014 - Present
Job Sr. Transitions Analyst at The Northern Trust Company
Industry Financial Services
Experience
Northern Trust June 2014 - Present
Northern Trust April 2012 - May 2014
JPMorgan Chase October 2009 - April 2012
First Investors Corporation May 2006 - October 2009
First Investors Corporation June 2004 - October 2009
Skills
Entrepreneurship, CRM, Leadership, Financial Services, Finance, Financial Analysis, Investments, Strategic Financial..., Portfolio Management, Financial Modeling, Mutual Funds, Bloomberg, Wealth Management, Retirement Planning, Series 7, Securities
Education
University of Illinois at Chicago 1999 — 2004
Bachelor of Science, Finance and Marketing
Northern Trust June 2014 - Present
Northern Trust April 2012 - May 2014
JPMorgan Chase October 2009 - April 2012
First Investors Corporation May 2006 - October 2009
First Investors Corporation June 2004 - October 2009
Skills
Entrepreneurship, CRM, Leadership, Financial Services, Finance, Financial Analysis, Investments, Strategic Financial..., Portfolio Management, Financial Modeling, Mutual Funds, Bloomberg, Wealth Management, Retirement Planning, Series 7, Securities
Education
University of Illinois at Chicago 1999 — 2004
Bachelor of Science, Finance and Marketing
Jeff Kinzler, CTP's Northern Trust Experience February 2004 - October 2004
Job Senior Treasury Manager
Industry Information Services
Experience
IHS April 2008 - Present
First Data Corporation October 2004 - April 2008
Northern Trust February 2004 - October 2004
Skills
Treasury Management, Cash Management, Financial Risk, Banking, Financial Modeling, Cash Flow Forecasting, Portfolio Management, Corporate Finance, Risk Management, Financial Analysis, Valuation, Fixed Income, Accounting, Auditing, Financial Reporting, Treasury, Sarbanes-Oxley Act, Due Diligence, Mergers & Acquisitions, Forecasting, Managerial Finance, Management, Process Improvement, Analysis, Finance, Strategy, Business Analysis
Education
University of Colorado Boulder - Leeds School of Business 1997 — 2001
BS, Business Finance
Regis Jesuit High School 1993 — 1997
IHS April 2008 - Present
First Data Corporation October 2004 - April 2008
Northern Trust February 2004 - October 2004
Skills
Treasury Management, Cash Management, Financial Risk, Banking, Financial Modeling, Cash Flow Forecasting, Portfolio Management, Corporate Finance, Risk Management, Financial Analysis, Valuation, Fixed Income, Accounting, Auditing, Financial Reporting, Treasury, Sarbanes-Oxley Act, Due Diligence, Mergers & Acquisitions, Forecasting, Managerial Finance, Management, Process Improvement, Analysis, Finance, Strategy, Business Analysis
Education
University of Colorado Boulder - Leeds School of Business 1997 — 2001
BS, Business Finance
Regis Jesuit High School 1993 — 1997
Todd Rothermel's Northern Trust Experience June 2008 - July 2014
Job Private Banking Relationship Manager
Industry Banking
Experience
Northern Trust Corporation July 2014 - Present
Northern Trust June 2008 - July 2014
Skills
Credit Analysis, Banking, Financial Services, Credit Risk, Commercial Banking, Commercial Real Estate..., Financial Statement..., Revolving Lines of..., Term Loan, Letters of Credit, Underwriting, Commercial Lending, Wealth Management, Wealth Management...
Education
University of Central Florida 2005 — 2007
Master of Business Administration (M.B.A.), 3.4
University of Central Florida 2000 — 2005
Bachelor of Arts (B.A.), Psychology
Northern Trust Corporation July 2014 - Present
Northern Trust June 2008 - July 2014
Skills
Credit Analysis, Banking, Financial Services, Credit Risk, Commercial Banking, Commercial Real Estate..., Financial Statement..., Revolving Lines of..., Term Loan, Letters of Credit, Underwriting, Commercial Lending, Wealth Management, Wealth Management...
Education
University of Central Florida 2005 — 2007
Master of Business Administration (M.B.A.), 3.4
University of Central Florida 2000 — 2005
Bachelor of Arts (B.A.), Psychology
Veronica Goodrich's Northern Trust Experience March 2012 - January 2013
Job Sr. Manager, Business Development/ Promotion Operations (Contests & Sweeps) at Sears Holdings Corporation
Industry Financial Services
Experience
Sears Holdings Corporation 2012 - Present
Northern Trust March 2012 - January 2013
Keller-Williams Success 2012 - 2013
JP Morgan Chase April 2010 - February 2012
The Marketing Store January 2009 - April 2010
WHITTMANHART Interactive October 2007 - November 2008
Edmunds.com July 2007 - March 2008
Edmunds.com October 2006 - March 2008
Fox Broadcasting Company August 2006 - October 2007
Warner Bros. 2003 - 2005
Skills
User Experience, SnagIt, m, Content Management, Quality Center, Social Media, Social Media Marketing, Mobile Applications, User Interface..., Wireframes, Usability Testing, Web Content Management, Facebook, Interaction Design, Interactive Marketing, Interactive Strategy, Brand Loyalty, Loyalty Programs, Loyalty Marketing, Project Management, Software Project..., Agile Project Management, Scrum, SharePoint, Photoshop, Operating Budgets, Digital Project..., Digital Strategy, SEO, Product Management, Web Analytics, Information Architecture, Online Advertising, Digital Media, Digital Marketing, E-commerce, Agile Methodologies, CMS, Advertising, Analytics, CRM, Content Strategy, Cross-functional Team..., Creative Direction, Email Marketing, Google Analytics, Integrated Marketing, Mobile Marketing, Online Marketing, Omniture
Education
University of Illinois at Chicago 1999 — 2003
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
University of Illinois at Chicago 1999 — 2003
BS, Maraketing
University of Wisconsin-La Crosse
Sears Holdings Corporation 2012 - Present
Northern Trust March 2012 - January 2013
Keller-Williams Success 2012 - 2013
JP Morgan Chase April 2010 - February 2012
The Marketing Store January 2009 - April 2010
WHITTMANHART Interactive October 2007 - November 2008
Edmunds.com July 2007 - March 2008
Edmunds.com October 2006 - March 2008
Fox Broadcasting Company August 2006 - October 2007
Warner Bros. 2003 - 2005
Skills
User Experience, SnagIt, m, Content Management, Quality Center, Social Media, Social Media Marketing, Mobile Applications, User Interface..., Wireframes, Usability Testing, Web Content Management, Facebook, Interaction Design, Interactive Marketing, Interactive Strategy, Brand Loyalty, Loyalty Programs, Loyalty Marketing, Project Management, Software Project..., Agile Project Management, Scrum, SharePoint, Photoshop, Operating Budgets, Digital Project..., Digital Strategy, SEO, Product Management, Web Analytics, Information Architecture, Online Advertising, Digital Media, Digital Marketing, E-commerce, Agile Methodologies, CMS, Advertising, Analytics, CRM, Content Strategy, Cross-functional Team..., Creative Direction, Email Marketing, Google Analytics, Integrated Marketing, Mobile Marketing, Online Marketing, Omniture
Education
University of Illinois at Chicago 1999 — 2003
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
University of Illinois at Chicago 1999 — 2003
BS, Maraketing
University of Wisconsin-La Crosse
Grace Allison's Northern Trust Experience August 1991 - July 2011
Job Adjunct Clinical Professor, University of New Mexico School of Law
Industry Higher Education
Experience
University of New Mexico School of Law August 2011 - Present
Northern Trust August 1991 - July 2011
Northern Trust August 1991 - July 2011
Skills
Philanthropy, Asset Allocation, Non-profits, Investments, Strategic Financial..., Asset Managment, Public Speaking, Estate Planning, Risk Management, Wealth Management, Asset Management, Trusts, Tax, Strategic Planning, Wealth, Securities, Alternative Investments, Portfolio Management, Investment Management, Financial Services, Mutual Funds, Nonprofits, Investment Advisory
Education
University of Chicago Law School 1976 — 1979
J.D.
Wellesley College 1963 — 1967
A.B., English
University of New Mexico School of Law August 2011 - Present
Northern Trust August 1991 - July 2011
Northern Trust August 1991 - July 2011
Skills
Philanthropy, Asset Allocation, Non-profits, Investments, Strategic Financial..., Asset Managment, Public Speaking, Estate Planning, Risk Management, Wealth Management, Asset Management, Trusts, Tax, Strategic Planning, Wealth, Securities, Alternative Investments, Portfolio Management, Investment Management, Financial Services, Mutual Funds, Nonprofits, Investment Advisory
Education
University of Chicago Law School 1976 — 1979
J.D.
Wellesley College 1963 — 1967
A.B., English
David Gebhart's Northern Trust Experience April 2013 - August 2015
Job Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation August 2015 - Present
Northern Trust April 2013 - August 2015
US Bank May 2011 - April 2013
Bank of America Merrill Lynch / Global Securities Solutions July 2007 - July 2011
Fremont Investment & Loan 2003 - 2007
Skills
Loans, Credit Analysis, Banking, Risk Management, Credit, Underwriting, Financial Analysis, Financial Modeling, Mortgage Lending, Portfolio Management
Education
University of Dayton 1999 — 2003
Bachelor of Science (B.S.), Finance
Northern Trust Corporation August 2015 - Present
Northern Trust April 2013 - August 2015
US Bank May 2011 - April 2013
Bank of America Merrill Lynch / Global Securities Solutions July 2007 - July 2011
Fremont Investment & Loan 2003 - 2007
Skills
Loans, Credit Analysis, Banking, Risk Management, Credit, Underwriting, Financial Analysis, Financial Modeling, Mortgage Lending, Portfolio Management
Education
University of Dayton 1999 — 2003
Bachelor of Science (B.S.), Finance
Pedro Tenorio's Northern Trust Experience July 1999 - September 2003
Job Gogo
Industry Internet
Experience
Gogo August 2012 - Present
Gogo June 2012 - August 2012
Community Health Partnership of IL December 2004 - October 2009
Northern Trust July 1999 - September 2003
Skills
Business Analysis, Project Management, Strategic Planning, Program Management, Nonprofits, ITIL v3 Foundations..., Process Improvement, Troubleshooting, Analysis, Management, Disaster Recovery, Event Planning, Leadership, Requirements Analysis, Information Technology
Education
University of Illinois at Chicago 1994 — 1999
Bachelor of Science, Information and Decision Sciences
Gogo August 2012 - Present
Gogo June 2012 - August 2012
Community Health Partnership of IL December 2004 - October 2009
Northern Trust July 1999 - September 2003
Skills
Business Analysis, Project Management, Strategic Planning, Program Management, Nonprofits, ITIL v3 Foundations..., Process Improvement, Troubleshooting, Analysis, Management, Disaster Recovery, Event Planning, Leadership, Requirements Analysis, Information Technology
Education
University of Illinois at Chicago 1994 — 1999
Bachelor of Science, Information and Decision Sciences
Keith Hawkins's Northern Trust Experience June 2009 - February 2010
Job IT Security Administrator at National Oilwell Varco
Industry Oil & Energy
Experience
National Oilwell Varco July 2014 - Present
National Oilwell Varco May 2010 - Present
Northern Trust June 2009 - February 2010
Huntsman January 2008 - February 2009
Bailar Hospitality Services Co, Houston, TX February 2007 - February 2008
Contract – American International Group (AIG) June 2005 - December 2005
ConocoPhilips March 2005 - June 2005
Unisys / Homeland Security November 2004 - March 2005
JPMorgan Chase March 2003 - February 2004
ExxonMobil 2004 - 2004
Skills
Application Packaging, System Deployment, MSI, Virtualization, App-V, XP, Troubleshooting, Application..., Software Installation, Enterprise Software, SCCM, Testing, Windows XP, Integration, Scripting, Altiris, Microsoft Technologies, SMS, Security, SharePoint
Education
University of Houston-Downtown 1993 — 1997
BBA, CIS
National Oilwell Varco July 2014 - Present
National Oilwell Varco May 2010 - Present
Northern Trust June 2009 - February 2010
Huntsman January 2008 - February 2009
Bailar Hospitality Services Co, Houston, TX February 2007 - February 2008
Contract – American International Group (AIG) June 2005 - December 2005
ConocoPhilips March 2005 - June 2005
Unisys / Homeland Security November 2004 - March 2005
JPMorgan Chase March 2003 - February 2004
ExxonMobil 2004 - 2004
Skills
Application Packaging, System Deployment, MSI, Virtualization, App-V, XP, Troubleshooting, Application..., Software Installation, Enterprise Software, SCCM, Testing, Windows XP, Integration, Scripting, Altiris, Microsoft Technologies, SMS, Security, SharePoint
Education
University of Houston-Downtown 1993 — 1997
BBA, CIS
Karen Hough's Northern Trust Experience October 2006 - Present
Job Vice President at Northern Trust
Industry Banking
Experience
Northern Trust October 2006 - Present
SunTrust Bank March 1994 - October 2006
Skills
Probate, Estate Administration, Trust Administration, Trust Services, Trusts, Wealth Management, Wealth Management..., Trust Management, Wills, Estate Law, Investment Management, Alternative Investments, Investment Advisory, Mutual Funds, Financial Advisory, Private Banking, Commercial Banking, Fiduciary Services, Series 7
Education
University of Florida
Northern Trust October 2006 - Present
SunTrust Bank March 1994 - October 2006
Skills
Probate, Estate Administration, Trust Administration, Trust Services, Trusts, Wealth Management, Wealth Management..., Trust Management, Wills, Estate Law, Investment Management, Alternative Investments, Investment Advisory, Mutual Funds, Financial Advisory, Private Banking, Commercial Banking, Fiduciary Services, Series 7
Education
University of Florida
Cheryl Wong's Northern Trust Experience December 2003 - April 2004
Job Client Financial Mgmt Specialist at Hinshaw & Culbertson LLP
Industry Public Relations and Communications
Experience
Hinshaw & Culbertson LLP June 2014 - Present
Edelman September 2013 - June 2014
Edelman June 2009 - August 2013
Accenture February 2007 - November 2008
Accenture November 2006 - January 2007
Accenture June 2004 - November 2006
Northern Trust December 2003 - April 2004
American Red Cross October 2003 - December 2003
Village of Northbrook May 2001 - December 2003
Skills
Financial Analysis, Forecasting, Accounting, Internal Controls, Variance Analysis, Corporate Finance, SAP, Finance, PeopleSoft, Revenue Recognition, Process Improvement, Business Analysis, Budgets, Analysis, Management
Education
University of Illinois at Chicago 1999 — 2004
B.S., Accounting
Hinshaw & Culbertson LLP June 2014 - Present
Edelman September 2013 - June 2014
Edelman June 2009 - August 2013
Accenture February 2007 - November 2008
Accenture November 2006 - January 2007
Accenture June 2004 - November 2006
Northern Trust December 2003 - April 2004
American Red Cross October 2003 - December 2003
Village of Northbrook May 2001 - December 2003
Skills
Financial Analysis, Forecasting, Accounting, Internal Controls, Variance Analysis, Corporate Finance, SAP, Finance, PeopleSoft, Revenue Recognition, Process Improvement, Business Analysis, Budgets, Analysis, Management
Education
University of Illinois at Chicago 1999 — 2004
B.S., Accounting
Jerry Epps's Northern Trust Experience 1998 - 2000
Job Senior Benefits Manager, specializing in benefits, wellness, and compensation program design and management.
Industry Entertainment
Experience
Atlanta Hawks February 2012 - Present
Sony Ericsson Mobile Communications 2010 - 2011
BT Global Services April 2007 - December 2009
The Home Depot August 2004 - August 2006
Delta Air Lines January 2001 - July 2004
Northern Trust 1998 - 2000
Skills
Program Management, Employee Benefits, Organizational..., Management, Employee Relations, Human Resources, Organizational..., Performance Management, Recruiting, Talent Management, Change Management, Employee Engagement, HRIS, Workforce Planning, Deferred Compensation
Education
University of Georgia - Terry College of Business 1994 — 1998
BBA, Human Resource Management
Atlanta Hawks February 2012 - Present
Sony Ericsson Mobile Communications 2010 - 2011
BT Global Services April 2007 - December 2009
The Home Depot August 2004 - August 2006
Delta Air Lines January 2001 - July 2004
Northern Trust 1998 - 2000
Skills
Program Management, Employee Benefits, Organizational..., Management, Employee Relations, Human Resources, Organizational..., Performance Management, Recruiting, Talent Management, Change Management, Employee Engagement, HRIS, Workforce Planning, Deferred Compensation
Education
University of Georgia - Terry College of Business 1994 — 1998
BBA, Human Resource Management
Bradley Vialpando's Northern Trust Experience October 2009 - April 2012
Job Associate Director at Abbot Downing
Industry Financial Services
Experience
Abbot Downing July 2015 - Present
Abbot Downing May 2012 - July 2015
Northern Trust October 2009 - April 2012
Private Law Practice June 2008 - October 2009
Skills
Multi-generational..., Relationship Management, Strategic Planning, Wealth Management, Risk Management, Financial Advisory
Education
University of Miami School of Law 2007 — 2008
LL.M, Estate Planning
University of Florida - Fredric G. Levin College of Law 2005 — 2007
J.D., Law
University of Florida 1999 — 2004
B.A., History
Abbot Downing July 2015 - Present
Abbot Downing May 2012 - July 2015
Northern Trust October 2009 - April 2012
Private Law Practice June 2008 - October 2009
Skills
Multi-generational..., Relationship Management, Strategic Planning, Wealth Management, Risk Management, Financial Advisory
Education
University of Miami School of Law 2007 — 2008
LL.M, Estate Planning
University of Florida - Fredric G. Levin College of Law 2005 — 2007
J.D., Law
University of Florida 1999 — 2004
B.A., History
Chris Isemann's Northern Trust Experience
Job Vice President The Northern Trust Company
Industry Computer Software
Experience
Northern Trust
Skills
Vendor Management, Business Development, Enterprise Architecture, IT Strategy, SDLC, Business Analysis, Business Intelligence, Business Process..., Change Management, Outsourcing, Requirements Analysis, Integration, Requirements Gathering, Software Project..., Solution Architecture, Risk Management
Education
University of Delaware
Northern Trust
Skills
Vendor Management, Business Development, Enterprise Architecture, IT Strategy, SDLC, Business Analysis, Business Intelligence, Business Process..., Change Management, Outsourcing, Requirements Analysis, Integration, Requirements Gathering, Software Project..., Solution Architecture, Risk Management
Education
University of Delaware
Bill Batt's Northern Trust Experience 2001 - 2001
Job Unix/Linux Engineer
Industry Information Services
Experience
NAVTEQ June 2010 - Present
Tek Systems October 2008 - February 2010
ABN AMRO December 2003 - October 2008
Network Data Systems March 2000 - January 2003
Sears, Roebuck and Co. 2002 - 2002
Northern Trust 2001 - 2001
Paranet/Sprint Paranet March 1997 - March 2000
Motorola 2000 - 2000
Tribune Company 1999 - 1999
Classified Ventures 1998 - 1999
Skills
Disaster Recovery, ITIL, Unix, Scripting, Data Center, Firewalls, SharePoint, Linux, Solaris, Requirements Analysis, Software Documentation, SDLC, Troubleshooting, Integration, Software Development, Shell Scripting
Education
Weatherhead School of Management at Case Western Reserve University 1979 — 1983
MBA, Management Information Systems
University of Detroit Mercy 1972 — 1977
BCE, Civil Engineering
NAVTEQ June 2010 - Present
Tek Systems October 2008 - February 2010
ABN AMRO December 2003 - October 2008
Network Data Systems March 2000 - January 2003
Sears, Roebuck and Co. 2002 - 2002
Northern Trust 2001 - 2001
Paranet/Sprint Paranet March 1997 - March 2000
Motorola 2000 - 2000
Tribune Company 1999 - 1999
Classified Ventures 1998 - 1999
Skills
Disaster Recovery, ITIL, Unix, Scripting, Data Center, Firewalls, SharePoint, Linux, Solaris, Requirements Analysis, Software Documentation, SDLC, Troubleshooting, Integration, Software Development, Shell Scripting
Education
Weatherhead School of Management at Case Western Reserve University 1979 — 1983
MBA, Management Information Systems
University of Detroit Mercy 1972 — 1977
BCE, Civil Engineering
Bette Lehmberg's Northern Trust Experience September 2001 - Present
Job Senior Fiduciary Officer & Senior Vice President at Northern Trust
Industry Investment Management
Experience
Northern Trust September 2001 - Present
Skills
Estate Planning, Asset Management, Asset Allocation, Mutual Funds, Finance, High Net Worth..., Portfolio Management, Wealth Management, Financial Analysis, Hedge Funds, Investments, Fixed Income, Investment Strategies, Wealth, Equities, Investment Management, Management, Strategic Planning, Wealth Management..., Alternative Investments, Organizational...
Education
University of Houston 1975 — 1977
Doctor of Law (J.D.), Law
University of Houston 1971 — 1975
Bachelor of Science (BS), Business Education
University of South Florida 1989 — 1991
Accounting
Northern Trust September 2001 - Present
Skills
Estate Planning, Asset Management, Asset Allocation, Mutual Funds, Finance, High Net Worth..., Portfolio Management, Wealth Management, Financial Analysis, Hedge Funds, Investments, Fixed Income, Investment Strategies, Wealth, Equities, Investment Management, Management, Strategic Planning, Wealth Management..., Alternative Investments, Organizational...
Education
University of Houston 1975 — 1977
Doctor of Law (J.D.), Law
University of Houston 1971 — 1975
Bachelor of Science (BS), Business Education
University of South Florida 1989 — 1991
Accounting
Ann Alfes's Northern Trust Experience 1997 - Present
Job Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust 1997 - Present
Collier Enterprises 1992 - 1997
PricewaterhouseCoopers 1990 - 1992
Internal Revenue Service 1984 - 1990
Skills
Accounting, Financial Reporting, Tax, High Net Worth..., Trust Management, Wealth Management..., Tax Preparation, Trust Services, Estate Planning, Estate Administration, Personal Trust..., Family Office, Tax Accounting, Fiduciary Services, Fiduciary Management, Fiduciary, Trustee
Education
University of Central Florida - College of Business Administration 1990 — 1990
MST, Taxation
University of South Florida 1980 — 1984
BA, Finance
Northern Trust 1997 - Present
Collier Enterprises 1992 - 1997
PricewaterhouseCoopers 1990 - 1992
Internal Revenue Service 1984 - 1990
Skills
Accounting, Financial Reporting, Tax, High Net Worth..., Trust Management, Wealth Management..., Tax Preparation, Trust Services, Estate Planning, Estate Administration, Personal Trust..., Family Office, Tax Accounting, Fiduciary Services, Fiduciary Management, Fiduciary, Trustee
Education
University of Central Florida - College of Business Administration 1990 — 1990
MST, Taxation
University of South Florida 1980 — 1984
BA, Finance
Sangita Threja's Northern Trust Experience 2009 - 2011
Job Consultant at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp April 2011 - Present
Northern Trust 2009 - 2011
JP Morgan 1997 - 2008
JPMorgan Chase 1997 - 2008
BankOne 2001 - 2004
Skills
SDLC, Derivatives, Fixed Income, Risk Management, Business Analysis, IT Strategy, Requirements Analysis, Project Management, Trading Systems, PMO, Financial Services, Investment Banking, Vendor Management, Capital Markets
Education
University of Illinois at Chicago
BS, Math and Computer Science
SS&C GlobeOp April 2011 - Present
Northern Trust 2009 - 2011
JP Morgan 1997 - 2008
JPMorgan Chase 1997 - 2008
BankOne 2001 - 2004
Skills
SDLC, Derivatives, Fixed Income, Risk Management, Business Analysis, IT Strategy, Requirements Analysis, Project Management, Trading Systems, PMO, Financial Services, Investment Banking, Vendor Management, Capital Markets
Education
University of Illinois at Chicago
BS, Math and Computer Science
Wasyl Saluchok's Northern Trust Experience 2005 - 2009
Job Distribution Strategy Development & Execution, Investments Institutional & Retail
Industry Investment Management
Experience
Northern Trust Global Investments 2005 - 2009
Northern Trust Global Advisors 2005 - 2009
Northern Trust 2005 - 2009
Assante Wealth Management 1993 - 2001
Skills
Investments
Education
University of Guelph 1985 — 1988
B.A. Hons, Management Economics
Northern Trust Global Investments 2005 - 2009
Northern Trust Global Advisors 2005 - 2009
Northern Trust 2005 - 2009
Assante Wealth Management 1993 - 2001
Skills
Investments
Education
University of Guelph 1985 — 1988
B.A. Hons, Management Economics
John C. Dunbar's Northern Trust Experience April 2012 - November 2014
Job Senior Consultant at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation November 2014 - Present
Northern Trust April 2012 - November 2014
Northern Trust November 2010 - March 2012
Dunbar Mortgage & Associates July 2009 - September 2010
Forward Colorado Campaign August 2008 - December 2008
Education
University of Dayton
BA, English
Northern Trust Corporation November 2014 - Present
Northern Trust April 2012 - November 2014
Northern Trust November 2010 - March 2012
Dunbar Mortgage & Associates July 2009 - September 2010
Forward Colorado Campaign August 2008 - December 2008
Education
University of Dayton
BA, English
Kalyani Kidambi's Northern Trust Experience August 2009 - Present
Job Senior Applications Consultant at Northern Trust
Industry Information Technology and Services
Experience
Northern Trust August 2009 - Present
Northern Trust September 2001 - August 2009
Bank of America September 2000 - August 2001
Skills
SDLC, Solution Architecture, Requirements Analysis, Integration, J2EE, Weblogic, MDM, Oracle SQL, Object Oriented Design, JavaScript, SOA, Oracle Service Bus, XSL, Oracle, Web Services, XML, Application Architecture, XSLT, SQL, Unix, Java, jQuery, JMS, Java Enterprise Edition, JDBC, JSP, UML, SOAP, PL/SQL, WebLogic
Education
University of Hyderabad
Masters in Computer Science & Engg
Northern Trust August 2009 - Present
Northern Trust September 2001 - August 2009
Bank of America September 2000 - August 2001
Skills
SDLC, Solution Architecture, Requirements Analysis, Integration, J2EE, Weblogic, MDM, Oracle SQL, Object Oriented Design, JavaScript, SOA, Oracle Service Bus, XSL, Oracle, Web Services, XML, Application Architecture, XSLT, SQL, Unix, Java, jQuery, JMS, Java Enterprise Edition, JDBC, JSP, UML, SOAP, PL/SQL, WebLogic
Education
University of Hyderabad
Masters in Computer Science & Engg
Christel Wade's Northern Trust Experience March 2015 - Present
Job Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust March 2015 - Present
Northern Trust March 2013 - March 2015
Nomura Securities April 2012 - March 2013
Nomura Securities November 2010 - April 2012
Nomura Securities June 2009 - November 2010
Merrill Lynch May 2004 - June 2009
Skills
Fixed Income, Equities, Securities, Back Office, Series 7, Risk Management, Bonds
Education
University of Florida 2000 — 2004
B.A., Psychology
Northern Trust March 2015 - Present
Northern Trust March 2013 - March 2015
Nomura Securities April 2012 - March 2013
Nomura Securities November 2010 - April 2012
Nomura Securities June 2009 - November 2010
Merrill Lynch May 2004 - June 2009
Skills
Fixed Income, Equities, Securities, Back Office, Series 7, Risk Management, Bonds
Education
University of Florida 2000 — 2004
B.A., Psychology
Martha Allman's Northern Trust Experience December 1994 - June 2003
Job Professional
Industry Financial Services
Experience
Fidelity Investments February 2007 - December 2007
Hewitt Associates June 2003 - August 2006
Northern Trust December 1994 - June 2003
First Union Bank July 1994 - November 1994
Fidelity Investments October 1987 - July 1994
Skills
401k, SDLC, Product Development, Leadership, Strategic Planning, BPO
Education
University of Dayton
BS, Education
Fidelity Investments February 2007 - December 2007
Hewitt Associates June 2003 - August 2006
Northern Trust December 1994 - June 2003
First Union Bank July 1994 - November 1994
Fidelity Investments October 1987 - July 1994
Skills
401k, SDLC, Product Development, Leadership, Strategic Planning, BPO
Education
University of Dayton
BS, Education
Erica Henry's Northern Trust Experience March 2013 - Present
Job Second Vice President, Private Banker at Northern Trust
Industry Banking
Experience
Northern Trust March 2013 - Present
Northern Trust Corporation August 2010 - March 2013
Northern Trust April 2007 - August 2010
Skills
Wealth Management, Private Banking, Financial Analysis, Portfolio Management, Credit Analysis, Asset Management
Education
University of Colorado Boulder - Leeds School of Business 2002 — 2006
BA, Finance
Northern Trust March 2013 - Present
Northern Trust Corporation August 2010 - March 2013
Northern Trust April 2007 - August 2010
Skills
Wealth Management, Private Banking, Financial Analysis, Portfolio Management, Credit Analysis, Asset Management
Education
University of Colorado Boulder - Leeds School of Business 2002 — 2006
BA, Finance
Arieal C. Douvlis's Northern Trust Experience April 2013 - Present
Job Wealth Advisory Services at Northern Trust
Industry Banking
Experience
Northern Trust April 2013 - Present
J.P. Morgan June 2011 - April 2013
JPMorgan Chase January 2010 - June 2011
U S Health Group December 2008 - January 2010
Garrison Design Build September 2008 - January 2009
Skills
Life & Health Insurance..., Series 6, Series 63, Investments, Management, Wealth Management
Education
University of Illinois at Chicago 2002 — 2006
bachlors, Sociology
University of Illinois at Chicago
Northern Trust April 2013 - Present
J.P. Morgan June 2011 - April 2013
JPMorgan Chase January 2010 - June 2011
U S Health Group December 2008 - January 2010
Garrison Design Build September 2008 - January 2009
Skills
Life & Health Insurance..., Series 6, Series 63, Investments, Management, Wealth Management
Education
University of Illinois at Chicago 2002 — 2006
bachlors, Sociology
University of Illinois at Chicago
Julia Hornick's Northern Trust Experience January 2011 - July 2013
Job Fund Accountant at Cortland Capital Market Services LLC
Industry Financial Services
Experience
Cortland Capital Market Services LLC July 2013 - Present
Northern Trust January 2011 - July 2013
First Midwest Bank June 2010 - August 2010
Student Financial Services 2010 - January 2010
Morgan Stanley Smith Barney August 2009 - December 2009
Skills
Valuation, Financial Reporting, Portfolio Management, Strategies, Financial Statements, Mutual Funds, Bloomberg, Financial Analysis, Derivatives, Equities, Investments, Banking, Accounting, Asset Managment, SAS
Education
University of Illinois at Chicago 2007 — 2010
Finance, Market Microstructure, Economics, Risk Management
marian catholic
Cortland Capital Market Services LLC July 2013 - Present
Northern Trust January 2011 - July 2013
First Midwest Bank June 2010 - August 2010
Student Financial Services 2010 - January 2010
Morgan Stanley Smith Barney August 2009 - December 2009
Skills
Valuation, Financial Reporting, Portfolio Management, Strategies, Financial Statements, Mutual Funds, Bloomberg, Financial Analysis, Derivatives, Equities, Investments, Banking, Accounting, Asset Managment, SAS
Education
University of Illinois at Chicago 2007 — 2010
Finance, Market Microstructure, Economics, Risk Management
marian catholic
Kathy Knabel-Bailey's Northern Trust Experience August 1986 - January 1992
Job Broker Associate at RE/MAX Realty Select, Naples, Florida
Industry Real Estate
Experience
RE/MAX Realty Select, Naples, Florida November 1993 - Present
Century 21 January 1993 - November 1993
Northern Trust August 1986 - January 1992
Skills
Customer Service, English, Research, Public Speaking, Real Estate, Real Estate Transactions, Listing Homes, Contract Negotiation, People-oriented, Initiation, Highly self-motivated, Highly Dedicated, Investment Properties, Property, Sellers, Condos, Listings, Vacation Homes, Waterfront, Move Up Buyers, Sales, Residential Homes, New Homes
Education
University of Florida 1983 — 1986
Bachelor's degree, Psychology
Naples High School 1979 — 1983
High School Diploma
RE/MAX Realty Select, Naples, Florida November 1993 - Present
Century 21 January 1993 - November 1993
Northern Trust August 1986 - January 1992
Skills
Customer Service, English, Research, Public Speaking, Real Estate, Real Estate Transactions, Listing Homes, Contract Negotiation, People-oriented, Initiation, Highly self-motivated, Highly Dedicated, Investment Properties, Property, Sellers, Condos, Listings, Vacation Homes, Waterfront, Move Up Buyers, Sales, Residential Homes, New Homes
Education
University of Florida 1983 — 1986
Bachelor's degree, Psychology
Naples High School 1979 — 1983
High School Diploma
Kurt Adler, SPHR, SHRM - SCP's Northern Trust Experience 1997 - Present
Job Senior Vice President and Corporate Human Resources Manager Wealth Management East Region at Northern Trust
Industry Financial Services
Experience
Northern Trust 1997 - Present
Environmental Science and Engineering, Inc and QST, Inc. (QST Energy, QST Communications, ...) 1986 - 1997
United States Air Force 1979 - 1983
Skills
Succession Planning, Banking, Talent Management, Risk Management, Onboarding, Employee Benefits, Financial Services, Deferred Compensation, Talent Acquisition, Employee Engagement, Wealth Management, Performance Management, Retirement Planning, Investments, Employee Relations, 401k, Benefits Administration, HRIS, Human Resources, Mergers & Acquisitions, College Recruiting, Workforce Planning, PeopleSoft, Personnel Management, Executive Management, Recruiting, Organizational Design, Organizational..., Leadership, Management
Education
University of Florida - Warrington College of Business Administration 1983 — 1987
BSBA, Business Administration
Harborfields HS, Greenlawn, New York 1977 — 1979
High School
Northern Trust 1997 - Present
Environmental Science and Engineering, Inc and QST, Inc. (QST Energy, QST Communications, ...) 1986 - 1997
United States Air Force 1979 - 1983
Skills
Succession Planning, Banking, Talent Management, Risk Management, Onboarding, Employee Benefits, Financial Services, Deferred Compensation, Talent Acquisition, Employee Engagement, Wealth Management, Performance Management, Retirement Planning, Investments, Employee Relations, 401k, Benefits Administration, HRIS, Human Resources, Mergers & Acquisitions, College Recruiting, Workforce Planning, PeopleSoft, Personnel Management, Executive Management, Recruiting, Organizational Design, Organizational..., Leadership, Management
Education
University of Florida - Warrington College of Business Administration 1983 — 1987
BSBA, Business Administration
Harborfields HS, Greenlawn, New York 1977 — 1979
High School
Kevin Kuhn, CPA's Northern Trust Experience June 2010 - November 2010
Job Business Analyst at Citadel LLC
Industry Accounting
Experience
Citadel LLC December 2012 - Present
PwC November 2010 - November 2012
Northern Trust June 2010 - November 2010
Northern Trust May 2008 - June 2010
Skills
Financial Reporting, Financial Analysis, Accounting, Risk Management, Strategic Financial..., Valuation, Financial Modeling, Internal Controls, Auditing, Forecasting, Management
Education
University of Dayton 2004 — 2008
Dual - BS, Accounting and Finance
Citadel LLC December 2012 - Present
PwC November 2010 - November 2012
Northern Trust June 2010 - November 2010
Northern Trust May 2008 - June 2010
Skills
Financial Reporting, Financial Analysis, Accounting, Risk Management, Strategic Financial..., Valuation, Financial Modeling, Internal Controls, Auditing, Forecasting, Management
Education
University of Dayton 2004 — 2008
Dual - BS, Accounting and Finance
Andrew Vanderhorst, CFA, CFP®, CLU®'s Northern Trust Experience June 2012 - Present
Job Vice President Portfolio Manager
Industry Investment Management
Experience
Northern Trust June 2012 - Present
J.P. Morgan June 2010 - May 2012
Northern Trust March 2009 - June 2010
Northern Trust July 2006 - February 2009
Northern Trust September 2004 - June 2006
Skills
Asset Allocation, Wealth Management, Investment Strategies, Mutual Funds, Investment Management, Securities, Investments, Portfolio Management, Wealth Management..., Asset Management, Fixed Income, Retirement Planning, Investment Advisory, Equities
Education
University of Florida 2013 — 2015
MBA
University of Chicago 2000 — 2004
BA, History
Boston University
Certificate, Financial Planning
Wall Street Prep 2012 — 2012
Certificate in Financial & Valuation Modeling
Goethe Institut
Northern Trust June 2012 - Present
J.P. Morgan June 2010 - May 2012
Northern Trust March 2009 - June 2010
Northern Trust July 2006 - February 2009
Northern Trust September 2004 - June 2006
Skills
Asset Allocation, Wealth Management, Investment Strategies, Mutual Funds, Investment Management, Securities, Investments, Portfolio Management, Wealth Management..., Asset Management, Fixed Income, Retirement Planning, Investment Advisory, Equities
Education
University of Florida 2013 — 2015
MBA
University of Chicago 2000 — 2004
BA, History
Boston University
Certificate, Financial Planning
Wall Street Prep 2012 — 2012
Certificate in Financial & Valuation Modeling
Goethe Institut
Dawn Oyama's Northern Trust Experience August 2004 - October 2013
Job Sr. Business Analyst at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments October 2013 - Present
Northern Trust August 2004 - October 2013
Price Waterhouse Coopers - Audit Services August 2003 - November 2003
JET Program July 1999 - July 2001
Skills
Fixed Income, Equities, Business Analysis, SDLC, Business Requirements, Back Office, Financial Services, Requirements Gathering, Risk Management, Requirements Analysis, Process Improvement, Vendor Management, Business Process..., Corporate Actions, Bloomberg, User Acceptance Testing, Account Reconciliation, Middle Office, Data Analysis, Securities, Banking, Fund Accounting, Settlement
Education
University of Hawaii at Manoa 2002 — 2003
MBA, Business, Japanese
Vanderbilt University 1995 — 1999
BA, Economics, Japanese
Nuveen Investments October 2013 - Present
Northern Trust August 2004 - October 2013
Price Waterhouse Coopers - Audit Services August 2003 - November 2003
JET Program July 1999 - July 2001
Skills
Fixed Income, Equities, Business Analysis, SDLC, Business Requirements, Back Office, Financial Services, Requirements Gathering, Risk Management, Requirements Analysis, Process Improvement, Vendor Management, Business Process..., Corporate Actions, Bloomberg, User Acceptance Testing, Account Reconciliation, Middle Office, Data Analysis, Securities, Banking, Fund Accounting, Settlement
Education
University of Hawaii at Manoa 2002 — 2003
MBA, Business, Japanese
Vanderbilt University 1995 — 1999
BA, Economics, Japanese
Jarrett Gajkowski's Northern Trust Experience October 2012 - May 2015
Job Real Estate Analyst at Parking Advisors, Inc
Industry Real Estate
Experience
Parking Advisors, Inc. May 2015 - Present
Northern Trust October 2012 - May 2015
Groupon July 2012 - October 2012
Northwestern Mutual June 2011 - September 2011
Lake Shore Athletic Services May 2009 - August 2011
Education
University of Dayton 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Marketing
Parking Advisors, Inc. May 2015 - Present
Northern Trust October 2012 - May 2015
Groupon July 2012 - October 2012
Northwestern Mutual June 2011 - September 2011
Lake Shore Athletic Services May 2009 - August 2011
Education
University of Dayton 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Marketing
Glenda Pedroso's Northern Trust Experience September 2000 - Present
Job SVP/Sr. Credit Officer East Region at Northern Trust
Industry Financial Services
Experience
Northern Trust September 2000 - Present
Northern Trust May 1995 - September 2000
Republic National Bank July 1992 - May 1995
First Union September 1987 - July 1992
Skills
Commercial Lending, Portfolio Management, Credit Analysis, Credit Risk, Private Banking, Commercial Banking, Middle Market, Credit, Loans, Small Business Lending, Banking, Underwriting, Mortgage Lending, Construction Loans, Financial Modeling, Financial Analysis, Risk Management, Financial Risk, Debt, Due Diligence
Education
University of Florida 1983 — 1986
Bachelor's degree, Psychology
Northern Trust September 2000 - Present
Northern Trust May 1995 - September 2000
Republic National Bank July 1992 - May 1995
First Union September 1987 - July 1992
Skills
Commercial Lending, Portfolio Management, Credit Analysis, Credit Risk, Private Banking, Commercial Banking, Middle Market, Credit, Loans, Small Business Lending, Banking, Underwriting, Mortgage Lending, Construction Loans, Financial Modeling, Financial Analysis, Risk Management, Financial Risk, Debt, Due Diligence
Education
University of Florida 1983 — 1986
Bachelor's degree, Psychology
Bo Przybyla's Northern Trust Experience May 2004 - April 2005
Job Account Manager at SunGard Financial Systems
Industry Financial Services
Experience
SunGard Financial Systems July 2012 - Present
SunGard Financial Systems August 2006 - July 2012
Deerfield Capital Management May 2005 - August 2006
Northern Trust May 2004 - April 2005
Education
University of Illinois at Chicago 1999 — 2003
Bachelor of Science, Economics
SunGard Financial Systems July 2012 - Present
SunGard Financial Systems August 2006 - July 2012
Deerfield Capital Management May 2005 - August 2006
Northern Trust May 2004 - April 2005
Education
University of Illinois at Chicago 1999 — 2003
Bachelor of Science, Economics
Susan Kosko's Northern Trust Experience
Job Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust
Skills
Wealth Management, Portfolio Management, Mutual Funds, Asset Allocation, Wealth Management..., Investment Management, Investment Advisory, High Net Worth...
Education
University of Georgia - Terry College of Business
Bachelor's Degree, Business Administration and Management, General
Northern Trust
Skills
Wealth Management, Portfolio Management, Mutual Funds, Asset Allocation, Wealth Management..., Investment Management, Investment Advisory, High Net Worth...
Education
University of Georgia - Terry College of Business
Bachelor's Degree, Business Administration and Management, General
Dimitrios Vafeas's Northern Trust Experience February 2010 - Present
Job Vice President, Private Banking and Commercial Lending
Industry Financial Services
Experience
Northern Trust February 2010 - Present
Skills
Commercial Lending, Wealth Management, Private Banking, Banking, Asset Management, Commercial Banking, Credit, Financial Analysis, Finance
Education
University of Florida - Warrington College Of Business
Accounting and Finance, Economics
Northern Trust February 2010 - Present
Skills
Commercial Lending, Wealth Management, Private Banking, Banking, Asset Management, Commercial Banking, Credit, Financial Analysis, Finance
Education
University of Florida - Warrington College Of Business
Accounting and Finance, Economics
Amina Faridi's Northern Trust Experience August 2010 - December 2012
Job Assistant Underwriter at Beazley
Industry Insurance
Experience
Hopsmith Tavern October 2014 - Present
Beazley March 2014 - October 2014
Equity Risk Partners December 2012 - October 2013
Northern Trust August 2010 - December 2012
Skills
Fund Accounting, Fund Administration, Financial Reporting, Financial Analysis, Account Reconciliation, Accounting, Bloomberg, Hedge Funds, Financial Accounting, Mutual Funds, Auditing, Financial Statements, Financial Modeling, Internal Controls, Equities, IFRS, Fund Of Funds, Corporate Actions, Derivatives, Fixed Income
Education
University of Illinois at Chicago 2005 — 2008
Bachelor of Science (B.S.), Finance and Economics
Hopsmith Tavern October 2014 - Present
Beazley March 2014 - October 2014
Equity Risk Partners December 2012 - October 2013
Northern Trust August 2010 - December 2012
Skills
Fund Accounting, Fund Administration, Financial Reporting, Financial Analysis, Account Reconciliation, Accounting, Bloomberg, Hedge Funds, Financial Accounting, Mutual Funds, Auditing, Financial Statements, Financial Modeling, Internal Controls, Equities, IFRS, Fund Of Funds, Corporate Actions, Derivatives, Fixed Income
Education
University of Illinois at Chicago 2005 — 2008
Bachelor of Science (B.S.), Finance and Economics
Paul Syftestad's Northern Trust Experience December 2012 - Present
Job Vice President, Test Center of Excellence Test Engagement Lead at Northern Trust
Industry Information Technology and Services
Experience
Northern Trust December 2012 - Present
Olenick & Associates January 2011 - December 2012
Heidrick & Struggles May 2009 - December 2010
Heidrick & Struggles March 2001 - May 2009
Deloitte Consulting January 2000 - December 2000
Aerial Communications, Inc. 1998 - 2000
Information Management Associates, Inc. 1996 - 1997
Skills
SDLC, Quality Assurance, Business Analysis, Testing, Software Project..., Project Management, Test Automation, Requirements Analysis
Education
University of Illinois at Chicago
MBA, MIS and Marketing
University of Wisconsin-Madison
B.S.
Northern Trust December 2012 - Present
Olenick & Associates January 2011 - December 2012
Heidrick & Struggles May 2009 - December 2010
Heidrick & Struggles March 2001 - May 2009
Deloitte Consulting January 2000 - December 2000
Aerial Communications, Inc. 1998 - 2000
Information Management Associates, Inc. 1996 - 1997
Skills
SDLC, Quality Assurance, Business Analysis, Testing, Software Project..., Project Management, Test Automation, Requirements Analysis
Education
University of Illinois at Chicago
MBA, MIS and Marketing
University of Wisconsin-Madison
B.S.
Cindy Rubin Kohn's Northern Trust Experience February 1987 - August 2001
Job
Industry Human Resources
Experience
Hokin Sternberg Insurance Services February 2008 - Present
Northern Trust February 1987 - August 2001
Skills
Microsoft Word, Excel, Recruiting, Interviews
Education
University of Cincinnati
Bachelor of Arts
Hokin Sternberg Insurance Services February 2008 - Present
Northern Trust February 1987 - August 2001
Skills
Microsoft Word, Excel, Recruiting, Interviews
Education
University of Cincinnati
Bachelor of Arts
Himani Rawal's Northern Trust Experience 2001 - 2004
Job FXMM Ops Product Management & Head of FXMM Middle Office Americas
Industry Investment Banking
Experience
Royal Bank of Scotland September 2011 - Present
RBS Global Banking & Markets January 2005 - November 2010
Northern Trust 2001 - 2004
Northern trust Corporation 2001 - 2004
Skills
FX, FX Options, Middle Office
Education
University of Hertfordshire 1997 — 2001
BA International Economics, Economics
Royal Bank of Scotland September 2011 - Present
RBS Global Banking & Markets January 2005 - November 2010
Northern Trust 2001 - 2004
Northern trust Corporation 2001 - 2004
Skills
FX, FX Options, Middle Office
Education
University of Hertfordshire 1997 — 2001
BA International Economics, Economics
Peter Madlem's Northern Trust Experience March 2003 - January 2012
Job Chief Investment Officer at Montecito Bank & Trust
Industry Financial Services
Experience
Montecito Bank & Trust January 2012 - Present
Northern Trust March 2003 - January 2012
Skills
Investments, Portfolio Management, Equities, Fixed Income, Asset Allocation, Asset Management, Wealth Management, Alternative Investments, Hedge Funds, Mutual Funds, Financial Modeling, Capital Markets, Investment Banking, Bloomberg, Valuation
Education
University of California, Santa Barbara
Master of Arts (M.A.), Music Theory and Composition
Montecito Bank & Trust January 2012 - Present
Northern Trust March 2003 - January 2012
Skills
Investments, Portfolio Management, Equities, Fixed Income, Asset Allocation, Asset Management, Wealth Management, Alternative Investments, Hedge Funds, Mutual Funds, Financial Modeling, Capital Markets, Investment Banking, Bloomberg, Valuation
Education
University of California, Santa Barbara
Master of Arts (M.A.), Music Theory and Composition
Penelope LaRosa's Northern Trust Experience 1995 - 2001
Job
Industry
Experience
Northern Trust 1995 - 2001
Internal Revenue Service 1988 - 1995
Education
University of Florida 1982 — 1985
Bachelor's degree, Sociology
Northern Trust 1995 - 2001
Internal Revenue Service 1988 - 1995
Education
University of Florida 1982 — 1985
Bachelor's degree, Sociology
Brian Broniszewski's Northern Trust Experience
Job VP at Northern Trust
Industry Financial Services
Experience
Northern Trust
Skills
Banking, Risk Management, Investments, Financial Analysis, Portfolio Management, Financial Services, Finance, Business Analysis, Equities, Strategic Planning, Analysis
Education
University of Illinois at Chicago
Northern Trust
Skills
Banking, Risk Management, Investments, Financial Analysis, Portfolio Management, Financial Services, Finance, Business Analysis, Equities, Strategic Planning, Analysis
Education
University of Illinois at Chicago
Brent Uhlmann's Northern Trust Experience October 2011 - March 2013
Job Consultant, Client Implementation at Northern Trust Hedge Fund Services
Industry Financial Services
Experience
Northern Trust Hedge Fund Services April 2013 - Present
Northern Trust October 2011 - March 2013
UBS January 2009 - November 2009
Skills
Bloomberg Terminal, Bloomberg, Fixed Income, Equities, Derivatives, Valuation, Financial Statement...
Education
University of Illinois at Chicago
Bachelors of Science, Finance, Economics
Northern Trust Hedge Fund Services April 2013 - Present
Northern Trust October 2011 - March 2013
UBS January 2009 - November 2009
Skills
Bloomberg Terminal, Bloomberg, Fixed Income, Equities, Derivatives, Valuation, Financial Statement...
Education
University of Illinois at Chicago
Bachelors of Science, Finance, Economics
George Simandiras's Northern Trust Experience 2000 - 2009
Job Accounting Analyst Experienced in Trust/Custody Operations
Industry Financial Services
Experience
Seeking New Opportunity 2013 - Present
Northern Trust 2000 - 2009
Household Finance 1999 - 1999
Skills
Attention To Detail, Organizational..., Adaptable to Changes, Flexible approach to..., Financial Reporting, QuickBooks, Microsoft Office, Account Reconciliation, Team Building, Team Leadership, Operation Efficiencies, Accurate Record Keeping, Dependable Team Player, Resourceful in the..., Project Delivery, Continuous Process..., Taxable Accounting..., Auditing Portfolio..., Banking Software, Financial Analysis, Auditing, General Ledger, Accounting, Financial Statements, Accounts Payable, Cash Flow, Internal Controls, Forecasting, Cash Management, Variance Analysis, Analysis, Budgets, Financial Accounting
Education
University of Illinois at Chicago
Bachelor of Science, Finance/Economics
University of Illinois at Chicago
Masters of Business Administration, Finance
Seeking New Opportunity 2013 - Present
Northern Trust 2000 - 2009
Household Finance 1999 - 1999
Skills
Attention To Detail, Organizational..., Adaptable to Changes, Flexible approach to..., Financial Reporting, QuickBooks, Microsoft Office, Account Reconciliation, Team Building, Team Leadership, Operation Efficiencies, Accurate Record Keeping, Dependable Team Player, Resourceful in the..., Project Delivery, Continuous Process..., Taxable Accounting..., Auditing Portfolio..., Banking Software, Financial Analysis, Auditing, General Ledger, Accounting, Financial Statements, Accounts Payable, Cash Flow, Internal Controls, Forecasting, Cash Management, Variance Analysis, Analysis, Budgets, Financial Accounting
Education
University of Illinois at Chicago
Bachelor of Science, Finance/Economics
University of Illinois at Chicago
Masters of Business Administration, Finance
Al Canela's Northern Trust Experience June 2006 - July 2007
Job Financial Services
Industry Financial Services
Experience
Discover Financial Services July 2008 - Present
Winston & Strawn LLP September 2002 - July 2008
Northern Trust June 2006 - July 2007
Skills
Corporate Law, Financial Services, Mergers & Acquisitions, Securities, Mobile Payments, Strategy, Real Estate, Private Equity, Finance, NFC, Contracts, Leases, Investment Management, Export Controls
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, Economics, International Business, and Strategy
University of Chicago Law School
Doctor of Law (J.D.), Corporate Law and Tax Law
University of Chicago
Bachelor of Arts (B.A.), Economics
Discover Financial Services July 2008 - Present
Winston & Strawn LLP September 2002 - July 2008
Northern Trust June 2006 - July 2007
Skills
Corporate Law, Financial Services, Mergers & Acquisitions, Securities, Mobile Payments, Strategy, Real Estate, Private Equity, Finance, NFC, Contracts, Leases, Investment Management, Export Controls
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, Economics, International Business, and Strategy
University of Chicago Law School
Doctor of Law (J.D.), Corporate Law and Tax Law
University of Chicago
Bachelor of Arts (B.A.), Economics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.