Northern Trust
Industry: Financial services company
DescriptionNorthern Trust Corporation is a financial services company organized in Delaware and headquartered in Chicago, Illinois that caters to corporations, institutional investors, and high net worth individuals. The company has 85 offices in 18 US states and 20 countries. Headquarters: Chicago, Illinois, United States CEO: Michael G. O'Grady (1 Jan 2018–) Assets under management: 1.2 trillion USD (As of December 31, 2017.) Subsidiaries: NORTHERN TRUST CO,
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Northern Trust Employees
Northern Trust May 2010 - Present
Northern Trust Global Investments November 2004 - May 2010
Northern Trust February 2003 - November 2004
Northern Trust February 2000 - February 2003
Independant Research and Trading October 1998 - January 2000
Education
University of Iowa 1988 — 1993
Finance, Finance, Accounting
Jefferies 2015 - Present
Jefferies LLC June 2014 - August 2014
Northern Trust June 2013 - August 2013
McDonald's Corporation May 2012 - July 2012
Skills
Entrepreneurship, Social Media Marketing, Marketing Strategy, Strategy, Social Networking, Financial Modeling, Strategic Planning, Market Research, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Corporate Finance, Financial Analysis, Microsoft Office, Investment Banking
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelor’s Degree, Finance, 3.7
Northern Trust June 2013 - Present
Northern Trust August 2011 - June 2013
Dayton Freight Lines November 2007 - July 2011
Surepoint Lending June 2007 - November 2007
Skills
Accounting, Analysis, Auditing, Customer Service, Leadership, Portfolio Management, Process Improvement, Management
Education
Depaul University 2014 — 2015
Financial Planning Certificate Program
University of Kentucky 2003 — 2007
Bachelor of Business Administration, Business Management
Northern Trust 2009 - Present
Northern Trust 2005 - 2009
Harris Bank 1999 - 2005
Skills
Investments, Capital Markets, Asset Management, Investment Strategies, Fixed Income, Treasury, Strategy, Derivatives, Portfolio Management, Hedging, Investment Management, Asset Allocation, Asset Managment, Bloomberg
Education
University of Iowa 1992 — 1996
Bachelor of Business Administration (BBA), Business
DiMeo Schneider & Associates October 2004 - Present
Northern Trust August 1994 - October 2004
Education
University of Iowa 1988 — 1992
Bachelor of Business Administration (BBA), Finance, General
Morningstar July 2013 - Present
CME Group (Chicago Mercantile Exchange/CBOT/NYMEX) 2008 - July 2013
Northern Trust September 2006 - October 2008
Deloitte 2005 - 2005
Hyatt Hotels Corporation 2000 - 2000
Skills
Sales & Use Tax, Sales Tax, State Tax, Corporate Tax, Income Tax, Use Tax, FAS 5, Indirect Taxation, VAT, Transaction Tax, Multi-State Sales Tax, Vertex, Sabrix, Sales, Business License, Auditing, Tax Accounting, Tax Preparation, Tax Research, Tax
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2009
MST, Taxation
IPT
Northern Trust Corporation August 2014 - Present
University of Miami August 2011 - May 2014
Northern Trust May 2013 - August 2013
Northern Trust June 2012 - August 2012
AKAMAI Foundation August 2009 - January 2010
Skills
Cantonese, Qualtrics, CoStar, PowerPoint, Microsoft Word, SharePoint, Microsoft Excel, Bloomberg Terminal, Financial Modeling, Public Speaking, Investment Strategy, DCF Valuation, Market Research, Finance, Research, Investment Strategies
Education
University of Miami 2010 — 2014
Finance and Business Law
Northern Trust Corporation March 2015 - Present
Northern Trust June 2013 - February 2015
Northern Trust June 2012 - August 2012
Northern Trust May 2011 - August 2011
Skills
Finance, Time Management, Valuation, Corporate Finance, Bloomberg Terminal, Financial Analysis, Microsoft Excel, PowerPoint, Bloomberg, Accounting, Microsoft Office, Data Analysis, Economics, Financial Reporting, Financial Statement..., Financial Modeling
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Senior
CFA Institute
2015 Level II Candidate in the CFA Program
Commerce Bank September 2005 - Present
Countrywide Home Loans May 2003 - August 2005
Northern Trust August 1987 - January 1998
Skills
Private Banking, Estate Planning, Credit Analysis, Financial Analysis, Investments, Loans, Portfolio Management, Risk Management, Series 7, Small Business Lending, Wealth Management, Wealth Management..., Strategic Financial..., Commercial Banking, Commercial Lending, Banking, Credit, Asset Allocation, Asset Management
Education
Barat College Lake Forest, IL 1985 — 1987
Bachelor of Business Administration (BBA), Marketing
University of Iowa 1982 — 1985
Northern Trust Corporation January 2013 - Present
Northern Trust August 2011 - Present
Northern Trust August 2011 - September 2012
Northern Trust May 2011 - August 2011
Skills
Relationship Management, Wealth Management, Microsoft Excel, Sales, Customer Service, PowerPoint, Sales Management
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance and Marketing
Marist High School 2007 — 2011
William Blair & Company May 2014 - Present
Northern Trust November 2011 - May 2014
Krause Fund January 2010 - May 2010
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2010
Finance, Finance
Evanston Township High School 2002 — 2006
Rodan + Fields June 2011 - Present
Isagenix International January 2009 - August 2011
Pure Fitness January 2009 - August 2011
Coach Me Anywhere, LLC 2010 - July 2011
Price Waterhouse Management Consultants July 1996 - March 1999
Northern Trust January 1995 - July 1996
Skills
Fitness, Nutrition, Health, Skin Care, Public Speaking, Process Management, Direct Sales, Wellness, Coaching, Personal Development, Leadership, Personal Training, Business Development, Healthcare, Entrepreneurship, Sales, Team Building, Strategic Planning, CRM, Small Business
Education
University of Kentucky 1988 — 1992
BBA, Finance
Northern Trust Corporation September 2015 - Present
Northern Trust February 2013 - September 2015
Northern Trust June 2008 - February 2013
Northern Trust May 2007 - July 2007
CHRISTUS Health May 2006 - August 2006
Skills
Financial Reporting, Financial Analysis, Human Resources, Investments, Finance, Accounting, PeopleSoft, Auditing, Banking, Risk Management, Financial Modeling, Microsoft Excel, Data Analysis, Bloomberg, Internal Audit, Forecasting, Process Improvement, Analysis, Access, Business Analysis, Equities, PowerPoint, Payroll
Education
Loyola University Chicago 2011 — 2013
Master of Business Administration (M.B.A.), Human Resources Development
University of Iowa 2004 — 2008
Bachelors of Business Administration, Finance & Marketing
Northern Trust Corporation December 2014 - Present
Northern Trust 2008 - December 2014
Acquity Group August 2004 - February 2008
Utilities International, Inc. 1994 - 2004
Kemper Reinsurance 1992 - 1994
Kemper Corporation August 1991 - August 1992
Deloitte & Touche / Deloitte Haskins & Sells May 1984 - August 1991
Skills
Analysis, Analytics, Auditing, Mergers & Acquisitions, Business Intelligence, Business Analysis, Financial Services, Internal Controls, IT Strategy, Accounting, Process Improvement, Business Process, Management, Data Warehousing, Financial Risk, Financial Analysis, Information Architecture, Data Modeling, Agile Methodologies, Data Analysis, Data Integration, Data Architecture, Requirements Analysis, Accounting & Finance, Solution Architecture, Financial Modeling
Education
University of Illinois at Urbana-Champaign - College of Business 1984 — 1985
Master's degree, Accounting Science
University of Illinois at Urbana-Champaign - College of Business 1980 — 1983
Bachelor's degree, Accounting
KPMG US October 2014 - Present
KPMG US February 2014 - October 2014
KPMG Corporate Finance LLC August 2013 - February 2014
Merrill Lynch October 2012 - February 2013
Northern Trust June 2012 - August 2012
Zurich North America May 2011 - August 2011
Skills
Financial Analysis, Microsoft Office, Financial Modeling, Bloomberg, Microsoft Excel, Economics, Accounting, Valuation, PowerPoint, Private Equity, Corporate Finance, Capital IQ, Finance, Financial Statement..., Data Analysis, Investments, Financial Reporting, Financial Accounting, Wealth Management, Access, Strategic Financial..., Equity Research, Bloomberg Terminal
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science (B.S.) Accountancy, Bachelor of Science (B.S.) Finance, Spanish Language Minor
John Hersey High School
AbbVie January 2015 - Present
AbbVie July 2014 - January 2015
AbbVie January 2014 - July 2014
AbbVie July 2013 - January 2014
Abbott Laboratories May 2012 - August 2012
Northern Trust May 2011 - August 2011
Skills
Financial Analysis, Accounting, Financial Modeling, Forecasting, Microsoft Excel, Cross-functional Team..., Data Analysis, Essbase, Strategic Financial..., Variance Analysis, Microsoft Office, Leadership, Business Development, Management, Finance
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Finance
Northern Trust Corporation July 2015 - Present
Northern Trust Corporation June 2015 - July 2015
Northern Trust Corporation August 2014 - May 2015
Northern Trust April 2013 - August 2014
HawkTrade Stocks & Investments Organization August 2011 - August 2012
Wealth Management Case Study December 2011 - January 2012
Northwestern Mutual June 2010 - August 2010
Skills
Argus Modeling, CoStar, Yardi Property..., Yardi Voyager, Portfolio Management..., IMS data, FundMaster, FXall, Bloomberg Professional, Interactive Brokers, VBA, Microsoft Excel, Crystal Ball, Microsoft Office, EagleSTAR, Professional Insurance..., Investments, Analysis, Finance, Financial Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2015
Master's degree, Finance & Real Estate
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Economics
Cary-Grove High School 2004 — 2008
Lending Club Sr. AccountantLending ClubAugust 2013 - February 2015
Northern Trust September 2012 - July 2013
Plante Moran, PLLC August 2010 - September 2012
PwC June 2009 - August 2009
Crowe Horwath LLP January 2008 - April 2008
Henry Crown & Company May 2006 - December 2006
Skills
Auditing, Tax Preparation, Analytical Skills, Skilled Communicator, CPA, Customer Service, Financial Analysis, Corporate Tax, Tax, Financial Statements, Finance, Microsoft Excel, Accounting, Internal Audit
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2010
Masters of Accounting Science, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelors of Science, Accountancy
CoreLogic Teletrack 2009 - Present
Teletrack 2005 - 2009
DirectoryNET 2001 - 2005
DirectoryNET 1996 - 2001
Northern Trust 1996 - 1996
DirectoryNET 1993 - 1996
Skills
Project Portfolio..., SharePoint, Project Management, Business Intelligence, Vendor Management, Process Improvement, SDLC, Agile Methodologies, IT Operations, Cloud Computing, Business Analysis, Software Development, Technology Leadership, XML, Databases, Iterative, Scrum, Risk Management, Software Project..., Technical Leadership, Visio, IT Strategy, SQL, PMO, IT Management, Management, Microsoft SQL Server, SOA, Strategic Planning, Data Center, Product Management, Program Management
Education
University of Kentucky
Bachelor 's of Arts & Sciences, Computer Science, 3.7
Northern Trust April 2007 - Present
Thrivent Financial November 2005 - April 2007
Cosmopolitan Bank August 2004 - November 2005
Fresh Food Concepts, Inc. May 2001 - August 2004
Skills
Mutual Funds, Asset Allocation, Retirement Planning, Financial Analysis, Commercial Lending, Strategic Financial..., Estate Planning, Finance, Securities, Alternative Investments, Trading, Investment Strategies, Investment Advisory
Education
University of Iowa 1996 — 2000
Finance, Security Analysis and Management, Accounting Emphasis
KPMG May 2014 - Present
Illinois Business Consulting September 2012 - May 2014
University of Illinois at Urbana-Champaign August 2010 - May 2014
PwC June 2013 - August 2013
Kappa Alpha Theta November 2011 - November 2012
Northern Trust June 2012 - August 2012
Northern Trust June 2011 - August 2011
Barrington Park District July 2008 - November 2010
Pacific Sunwear May 2007 - September 2007
Skills
Microsoft Word, Social Media, Microsoft Excel, Microsoft Office, PowerPoint, Spanish, Marketing, Team Building, Public Speaking, Research, Time Management, Finance
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2014
Bachelor of Science (BS), Finance, Marketing, Management
Barrington High School 2006 — 2010
Uline May 2015 - Present
Uline July 2013 - May 2015
Sears Holdings Corporation March 2012 - June 2013
Draftfcb June 2011 - August 2011
Wooden Cotton August 2009 - December 2010
Northern Trust June 2009 - August 2009
Skills
Microsoft Excel, JDA, Public Speaking, Microsoft Office, Presentations, Human Resources, Finance, Management, Customer Service, Research, Inventory Management, Accounting, Microsoft Word, PowerPoint, Sales
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
B.S. Marketing
Pacur October 2014 - Present
Deloitte Consulting September 2007 - October 2014
Northern Trust April 2004 - September 2007
Skills
Project Management, Strategy, Management, Business Process..., Leadership, Workday, Management Consulting, SaaS, Integration, Business Process Design, Data Analysis, Oracle E-Business Suite, Human Resources, Requirements Analysis, ERP, Analysis, Program Management
Education
University of Iowa 1999 — 2003
BBA, Finance, Marketing
Northern Trust July 2012 - Present
OfficeMax July 2010 - July 2012
WMS Gaming April 2009 - January 2011
Daman Consulting August 2006 - April 2009
Freescale Semiconductor August 2006 - April 2009
Maxtor September 2004 - August 2006
GAVS April 2004 - September 2004
Education
University of Madras 1996 — 1999
MBA, Systems
Northern Trust November 2012 - Present
Freelance January 2011 - October 2012
Flextronics May 2004 - November 2006
SBC 2004 - 2004
McKinsey & Company 2002 - 2002
ECS 1998 - 2001
Polaris Software Lab 1995 - 1998
Skills
Software Documentation, Requirements Analysis, Software Project..., Integration, Vendor Management, Business Analysis, Process Improvement
Education
University of Madras
Masters, English
Northern Trust February 2012 - Present
Northern Trust December 2011 - Present
Northern Trust June 2010 - December 2011
University of Iowa Krause Fund August 2009 - December 2009
Chicago Line Cruises May 2008 - January 2009
Joint Office of Patient Financial Services October 2007 - March 2008
Chicago Lines Cruises May 2006 - August 2006
Colonial Coffee Restaurant October 2003 - February 2006
Skills
Valuation, Customer Service, Financial Analysis, Bloomberg, Fund Accounting, Microsoft Office, Financial Modeling, Hedge Funds, Financial Reporting, Mutual Funds, Account Reconciliation, Equities, Fixed Income, Accounting, Investments, Derivatives, Finance, Payroll, Microsoft Excel
Education
University of Iowa 2006 — 2010
B.B.A, Finance
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
BBA, Finance
Accenture November 2010 - Present
Northern Trust October 2009 - January 2010
The Bradford Group/Collectibles Today (e-commerce) June 2008 - August 2008
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Investments, Microsoft Excel, SAP
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Finance, Investments
Maine South High School
Allstate May 2011 - Present
Office of Minority Student Affairs January 2009 - May 2011
McDonald's April 2005 - August 2009
Northern Trust June 2006 - August 2007
Skills
Microsoft Excel, PowerPoint, Visio, VBA, Business Analysis, Access, Data Analysis, Analysis, Process Improvement, Leadership, Outlook, Accounting, Customer Service, Microsoft Office, Microsoft Word, Project Management
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
BS, Infromation Technology/Information Systems
Northern Trust 1985 - Present
Harris Trust and Savings Bank June 1980 - April 1985
Skills
Investments, Wealth Management..., Banking, Loans, Finance, Wealth Management, Alternative Investments, Process Improvement, Asset Allocation, Mutual Funds, Commercial Banking, High Net Worth..., Credit, Financial Services, Portfolio Management, Securities, Investment Advisory, Equities, Fixed Income, Investment Management
Education
University of Illinois at Urbana-Champaign 1976 — 1980
BS, Finance
USAA September 2010 - Present
USAA February 2010 - September 2010
Forum Financial Management, LLC September 2009 - February 2010
J.P. Morgan October 2007 - May 2009
Harris Private Bank October 2004 - October 2007
Northern Trust April 1994 - March 2003
Education
University of Illinois at Urbana-Champaign - College of Business 1983 — 1987
Bachlor of Science, Finance
Northern Trust March 2013 - Present
Northern Trust September 2006 - March 2013
Education
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
Bachelors, Finance
Northern Trust Corporation February 2015 - Present
Northern Trust December 2013 - January 2015
ACT June 2013 - September 2013
MidAmerica Securities Management August 2012 - June 2013
The University of Iowa August 2012 - May 2013
MITA ONG Centro de Desarrollo de Iniciativas Empresariales May 2012 - July 2012
Skills
Spanish, Retirement Planning, Strategic Financial..., Microsoft Office, Financial Analysis, Microsoft Excel, PowerPoint, Finance, Financial Modeling, Banking, Credit, Investments, Customer Service, Insurance, CDS, Stock Market Analysis, SmartStation, Morningstar, Bloomberg, Mutual Funds, Economics, Corporate Finance, Portfolio Management, Data Analysis
Education
University of Iowa 2009 — 2013
B.B.A, Finance, Alum
SilkRoad October 2013 - Present
SilkRoad July 2011 - September 2013
Huron Consulting Group September 2009 - July 2011
Trading Technologies May 2007 - September 2009
Diamond Management & Technology Consultants December 1998 - May 2007
KPMG November 1997 - December 1998
Northern Trust June 1996 - November 1997
Skills
Internal Controls, Accounting, SEC filings, GAAP, Auditing, General Ledger, Mergers, Variance Analysis, Internal Audit, Corporate Finance, Consolidation, Revenue Recognition, Finance, External Audit, Financial Reporting, Accounts Receivable, Sarbanes-Oxley Act, Forecasting, Account Reconciliation, XBRL, Technical Accounting..., Financial Modeling, Financial Analysis, 10Q, CPA, International Accounting, Accounts Payable, Financial Audits, IPO, Financial Statements, Treasury, US GAAP, Acquisition Integration, Executive Management, Mergers & Acquisitions, Financial Accounting, IFRS, Divestitures, Sarbanes-Oxley, Management, Analysis, Strategic Financial..., Budgets, Due Diligence, Process Improvement, Cash Management, Private Equity
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
Bachelor of Science (BS), Accounting
University of Melbourne 1995 — 1995
General Studies, Study Abroad
Citi October 2014 - Present
Quala Sustainable Container Solutions February 2014 - October 2014
Northern Trust June 2013 - February 2014
Northern Trust February 2012 - June 2013
Hyatt Hotels Corporation June 2011 - September 2011
DeVry University October 2010 - June 2011
Skills
Onboarding, Recruiting, Interviews, Talent Management, Human Resources, Training, Sourcing, Leadership, Leadership Development, CRM, Management, Executive Search, Succession Planning, Hiring, Time Management, Networking, Marketing, Customer Service, Social Media, Negotiation, Mergers & Acquisitions, College Recruiting, Organizational..., Talent Acquisition, Applicant Tracking..., Employee Engagement, Employee Relations, Employee Benefits
Education
University of Iowa 2007 — 2010
Bachelors of Arts, English & History
Mudelein High School 2003 — 2007
High School Diploma
Northern Trust 1987 - Present
Edelman 1985 - 1987
Homart Development Co. 1983 - 1985
Boy Scouts of America 1981 - 1983
Skills
Marketing Communications, Advertising Management, Integrated Marketing, Digital Marketing, Online Advertising, Email Marketing, B2B Marketing, Building Brand Awareness, Project Management
Education
University of Illinois at Urbana-Champaign 1977 — 1981
Bachelor of Arts (BA), English, Minor in Public Relations
Barclays March 2014 - Present
Goldman Sachs July 2013 - March 2014
Goldman Sachs June 2012 - August 2012
The University of Iowa Krause Fund August 2011 - December 2011
Northern Trust May 2011 - July 2011
Skills
Financial Analysis, Investments, Economics, Valuation, Microsoft Office, Microsoft Excel, PowerPoint, Bloomberg
Education
University of Iowa 2009 — 2013
BBA Finance, Highest Distinction (Top 2%)
Wintrust Financial Corporation January 2015 - Present
Wintrust Financial Corporation July 2011 - Present
First Chicago Bank & Trust March 2007 - July 2011
HSBC Finance Corporation November 2005 - March 2007
MB Financial Bank November 1999 - November 2005
Northern Trust January 1998 - November 1999
Bank of America 1994 - January 1998
Ernst & Young 1990 - 1994
Skills
Transfer Pricing, Analytics, Expense Management, Financial Reporting, Profitability, Budgeting, Variance Analysis, General Ledger, Financial Analysis, Forecasting, Banking, Strategic Planning, P&L, Accounting, Excel, Internal Controls, Auditing, Financial Modeling, Business Planning, Financial Accounting, Budgets, Analysis, Internal Audit, Stress Testing, Risk Management, Risk Assessment, Enterprise Risk..., Financial Risk, Capital Planning, Mergers & Acquisitions, Executive Management, Management, Finance, Strategic Financial..., Strategy
Education
University of Illinois at Urbana-Champaign - College of Engineering 1988 — 1990
MS - Computer Sciences, Computer Science
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
BS-Accounting, Accounting and Computer Science
Principal Financial Group June 2015 - Present
CPM LLC September 2012 - June 2015
Comerica Bank, Wealth and Institutional Management April 2010 - September 2012
SunTrust Investment Services March 2008 - May 2009
The Bank of New York March 2006 - June 2007
UBS March 2004 - March 2006
Fifth Third Bank October 2001 - October 2003
Bank One September 1996 - March 2001
Northern Trust March 1994 - September 1996
NDB Bank 1990 - 1996
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6, 63..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation
Education
Online Trading Academy 2013 — 2014
University of Louisville 1972 — 1974
Bachelor of Science with Honors, Sociology, 3.74
University of Chicago 1975 — 1976
None, Social Sciences
Wellmark Blue Cross and Blue Shield July 2015 - Present
eHI 2010 - Present
Walgreens Boots Alliance April 2013 - April 2015
Walgreens April 2011 - March 2013
Walgreens November 2009 - April 2011
PNC Financial Services Group March 2009 - July 2009
National City Bank September 2007 - March 2009
National City Bank August 2004 - September 2007
Northern Trust 1997 - 2004
Hewitt Associates 1987 - 1997
Skills
Strategy, Leadership, Management, Healthcare, Financial Services, Process Improvement, Vendor Management, IT Strategy, SDLC, Business Analysis, Program Management, Strategic Planning, Change Management, Cross-functional Team..., Asset Management, Team Building, Business Process..., Project Management, Enterprise Architecture, Business Intelligence, CRM, Enterprise Software, Healthcare Information..., Outsourcing, Product Management, Risk Management
Education
Northwestern University - Kellogg School of Management
Fellow CEO Perspectives jointly with Corporate Leadership Center
University of Iowa 1982 — 1987
BS Computer Science
Northern Trust Corporation April 2014 - Present
Northern Trust Corporation August 2012 - March 2014
Northern Trust April 2011 - August 2012
Aerotek June 2010 - April 2011
CHC Wellness May 2009 - January 2010
Skills
Platform Skills, Relationship Building, Client Servicing, Risk Management, Process Improvement, Recruiting, Microsoft Applications, Account Management, CRM, Finance, Equities, Competitive Analysis
Education
University of Illinois at Urbana-Champaign 2006 — 2010
B.S. Communication, Organizational and Interpersonal Communication
Accounting & Tax Services of South FL, Corp September 2012 - Present
Vares Tax Services, Inc. January 2011 - August 2012
Wachovia, A Wells Fargo Company September 2005 - October 2009
Northern Trust January 1999 - September 2005
Skills
Tax, Accounting, High Net Worth..., Strategic Financial..., Financial Analysis, Banking, Investments, Financial Reporting, Auditing, Financial Accounting, Budget, Corporate Finance, Finance, Wealth Management, Financial Planners, GAAP, Cash Flow, Cash Management, CPA, Tax Preparation, Internal Audit, Internal Controls, QuickBooks, Trusts
Education
University of Miami 1984 — 1984
Masters in Accounting, Accounting
University of Miami - School of Business 1980 — 1983
Bachelor of Business Administration, Accounting
PricewaterhouseCoopers LLP July 2014 - Present
Northern Trust June 2012 - August 2012
SCOPE Productions: University of Iowa Entertainment source April 2011 - May 2012
University of Iowa Cambus: University of Iowa Public Transportation January 2010 - August 2011
SCOPE Productions: University of Iowa Entertainment source April 2010 - April 2011
Skills
Project Management, Team Leadership, Analytical Skills, Microsoft Office, Event Planning, Time Management, Training
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2014
Bachelor's Degree, Accounting & Finance
Northern Trust October 2012 - Present
Inland American Business Manager and Advisors July 2009 - October 2012
Calamos Investments June 2008 - January 2009
Calamos Investments August 2006 - June 2008
Skills
Accounting, Financial Services, Real Estate, Investments, Financial Analysis, Mutual Funds, Financial Reporting, GAAP, Microsoft Excel, Asset Management, Banking, CRM, Portfolio Management, Process Improvement
Education
University of Iowa 2002 — 2006
BA, Economics
College of Business Communications Office September 2013 - Present
Edward Jones June 2015 - August 2015
Boeing May 2014 - August 2014
Northern Trust June 2013 - August 2013
Marion Park District May 2009 - August 2012
Miss Illinois Scholarship Association January 2011 - July 2012
Artstarts January 2010 - April 2012
Skills
Public Speaking, Microsoft Excel, Management, Research, English, Financial Forecasting
Education
University of Illinois at Urbana-Champaign - College of Business 2012 — 2016
Bachelor of Science (B.S.), Accounting
WHU – Otto Beisheim School of Management 2014 — 2014
International Marketing, Leadership Development
Marion High School 2008 — 2012
Northern Trust Corporation March 2015 - Present
Northern Trust August 2012 - February 2015
Aviva Investors January 2011 - August 2012
Principal Global Investors June 2008 - October 2011
Principal Global Investors December 2006 - June 2008
Standard & Poor's August 2004 - December 2006
Skills
Derivatives, Bloomberg, BlackRock Aladdin, Summit, Fixed Income, Business, Project Management, MS Project, Vizio, PAM for Securities, Portia, Dodd-Frank, Fundmaster, Microsoft Office, Portfolio Management, Equities, Bonds, Credit Derivatives, Equity Derivatives, Bloomberg Terminal, Asset Management, Capital Markets, Alternative Investments, Investment Management, Options, Corporate Actions, Collateral Management, Swaps, Charles River IMS, Interest Rate..., FX Options, Interest Rate Swaps, Back Office, Business Analysis, Business Requirements, SDLC, User Acceptance Testing
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2008
MBA, Finance
Western Illinois University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance/Economics
JBS Commercial Real Estate March 2013 - Present
Independent Contractor April 2011 - March 2013
Northern Trust August 2010 - December 2010
Olympus Futures March 2009 - July 2010
Skills
Investments, Alternative Investments, Entrepreneurship, Commercial Real Estate, Financial Modeling, Private Equity, Customer Service, Strategic Planning, Sales, Financial Analysis, Account Management, Asset Management, Leadership, Marketing Strategy, Microsoft Office, Valuation, Finance, Risk Management
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
Bachelor of Business Administration, Finance, Entrepreneurship
Byron High School 2000 — 2004
General Studies
Essex Realty Group, Inc. August 2014 - Present
Essex Realty Group, Inc. August 2011 - July 2014
Northern Trust May 2008 - August 2011
Northern Trust July 2007 - May 2008
Merrill Lynch January 2006 - May 2006
Skills
Real Estate Financing, Commercial Real Estate..., Commercial Real Estate..., Multi-family Investment..., Brokerage, Financial Modeling, Investment Properties, Alternative Investments, Real Estate Economics, Real Estate Syndication
Education
University of Kentucky 2003 — 2007
BBA, Finance and Economics
Todd & Sargent, Inc. January 2014 - Present
Todd & Sargent, Inc. September 2010 - December 2013
Merrill Lynch 2007 - September 2010
Northern Trust 2005 - 2007
Skills
Insurance, Banking, Contract Negotiation, Finance, Financial Analysis, Risk Management, Loans, Investments, Financial Reporting, Process Improvement, Credit Analysis
Education
University of Chicago Booth School of Business 2007 — 2010
MBA
University of Iowa - Henry B. Tippie College of Business 2001 — 2005
BBA
Northern Trust May 2013 - Present
Lipman Hearne February 2013 - May 2013
lululemon athletica November 2012 - January 2013
Forbes Magazine April 2012 - October 2012
Michigan Avenue Magazine August 2011 - November 2011
Campus Special May 2011 - September 2011
Skills
Social Media, Facebook, Event Management, Event Planning, Twitter, Pinterest, Tweetdeck, Excel, Access, Blogging, Social Media Marketing, Press Releases, Advertising, Sales, Microsoft Excel, Customer Service
Education
University of Iowa 2007 — 2011
B.A., Communication Studies
Northern Trust Corporation July 2014 - Present
Northern Trust April 2013 - July 2014
The University of Iowa August 2010 - June 2012
Dekuyper February 2011 - December 2011
Fieldhouse July 2008 - August 2009
Skills
InvestOne, Fundmaster, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Auditing, Treasury Banking, Personal Income Tax..., Customer Service, Sales
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2012
Master of Accountancy, Accounting
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
Bishop Garrigan High School 2002 — 2006
High School Diploma
Northern Trust Corporation August 2015 - Present
Northern Trust Corporation September 2014 - August 2015
Northern Trust June 2013 - September 2014
NAI Hiffman June 2012 - August 2012
CME Group May 2012 - June 2012
Lemko Corporation May 2010 - June 2011
Skills
Commercial Real Estate..., Real Estate Economics, Microsoft Excel, Financial Analysis, Team Leadership, Databases, Sales, Management, Financial Reporting, Market Research
Education
University of Iowa 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Economics
Consortium Institute of Management and Business Analysis (CIMBA) Undergraduate Study Abroad
William Fremd High School 2005 — 2009
KPMG August 2014 - Present
KPMG June 2013 - August 2013
Northern Trust June 2012 - August 2012
Irish Liquidations June 2011 - August 2011
Education
University of Illinois at Urbana-Champaign - College of Business 2013 — 2014
Master's Degree, Accounting
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor's Degree, Accounting
Northern Trust July 2013 - Present
Credit Suisse 2008 - July 2013
Skills
Equities, Client Service Oriented, Fixed Income, Investment Banking
Education
University of Miami 2004 — 2008
Bachelor of Business Administration, International Finance and Marketing
Northern Trust Corporation September 2014 - Present
Northern Trust July 2011 - Present
First National Bank of LaGrange May 2009 - August 2009
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Penserra Capital Management LLC April 2012 - Present
Golden Gate Investment Consulting LLC June 2011 - Present
Charles Schwab 2009 - 2011
Northern Trust 2007 - 2009
Russell Investments 2004 - 2007
Barclays Global Investors 1997 - 2003
Skills
ETFs, Transition Management
Education
University of Iowa 1993 — 1996
BBA, Finance
Goldman Sachs September 2012 - Present
Northern Trust July 2003 - August 2012
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelor of Science, Finance
Utilities International, Inc. June 2013 - Present
Corporate Finance Associates December 2010 - June 2013
Northern Trust July 2008 - November 2010
Illinois Business Consulting December 2007 - June 2008
Finance Club & MBSA February 2006 - May 2008
University of Illinois Leadership Conferences September 2004 - November 2007
Skills
Investment Banking, Bloomberg, Word, Accounting, Bonds, Database Administration, Excel, VBA, PowerPoint, Research, SQL, French, Lotus Notes, Quantitative Analysis, Hindi, PHP, Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Due Diligence, Market Research, Financial Reporting, Data Analysis, Economics, Investments, Analysis, Microsoft Office, Business Valuation, Private Equity, Venture Capital, Finance, Microsoft Excel
Education
University of Illinois at Urbana-Champaign 2004 — 2008
B.S., Economics, Finance
William Fremd High School
Guggenheim Partners July 2013 - Present
Northern Trust June 2012 - July 2013
PricewaterhouseCoopers September 2008 - June 2012
Skills
Financial Reporting, Financial Analysis, Auditing, Accounting, Internal Controls
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2008
Avant August 2013 - Present
Drinkfly May 2014 - Present
Tippie College of Business Young Alumni Board 2010 - Present
Northern Trust February 2012 - August 2013
Independent Bank Consulting June 2011 - July 2012
TCF Inventory Finance, Inc. October 2011 - February 2012
GreatAmerica Leasing May 2009 - June 2011
The Northern Trust May 2008 - August 2008
Skills
Underwriting, Credit, Forecasting, Banking, Excel, PowerPoint, Prezi, Microsoft Excel, Risk Management, Finance, Credit Analysis, Portfolio Management, Process Improvement, Investments, Analysis, Financial Risk, Leadership, Management
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2009
BBA, Finance, Economics, Management, and Entrepreneurship
Downers Grove North High School 2000 — 2004
Millennium Management / MGI July 2012 - Present
Prentice Capital April 2010 - May 2012
Jefferies & Company November 2007 - April 2010
Northern Trust July 2006 - November 2007
Lehman Brothers 2005 - 2005
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bloomberg Terminal, Bonds, Capital Markets, Corporate Development, Corporate Finance, DCF, Derivatives, Due Diligence, Emerging Markets, Equities, Equity Research, Equity Valuation, Finance, Financial Analysis, Financial Markets, Fixed Income, Hedge Funds, Investment Management, Investment Strategies, LBO, Leveraged Finance, Mutual Funds, Portfolio Management, Private Equity, Series 7, Trading, Value Investing, Venture Capital, Wealth Management
Education
University of Miami 2004 — 2006
BBA, Finance
Fidelity Bank & Trust October 2014 - Present
Northern Trust June 2011 - September 2014
Northern Trust September 2007 - June 2011
Northern Trust July 2006 - September 2007
Northern Trust June 2005 - August 2005
Principal Financial Group June 2004 - December 2004
Merrill Lynch January 2004 - May 2004
Education
University of Iowa 2001 — 2005
Bachelors, Finance
Beckman High School 1998 — 2001
Northern Trust Corporation January 2015 - Present
Bank of America September 2014 - January 2015
Northern Trust June 2012 - September 2014
HSBC April 2004 - June 2012
Skills
IT Audit, Risk Management, SAS70, Auditing, Enterprise Risk..., Sarbanes-Oxley Act, Internal Audit, Security, Financial Risk, Sarbanes-Oxley, Risk Assessment, Internal Controls, COBIT, Fraud, Information Security, Information Technology, Management, Banking, Process Improvement
Education
University of Illinois Springfield
MPA / MIS
University of Illinois Springfield
Management
Blue Cross and Blue Shield of IL, MT, NM, OK & TX (Health Care Service Corporation) 2012 - 2014
Goldman Sachs 2010 - 2011
Blue Cross and Blue Shield of IL, MT, NM, OK & TX (Health Care Service Corporation) 2007 - 2009
Northern Trust 2006 - 2007
Equity Office Properties Trust 2005 - 2006
U.S. Cellular 2003 - 2005
Cap Gemini Ernst & Young 2000 - 2002
Ernst & Young LLP 1996 - 2000
Skills
SDLC, Business Analysis, IT Strategy, Requirements Analysis, Data Analysis, Systems Analysis, Requirements Gathering, Business Intelligence, Visio, Vendor Management
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science
Northern Trust Corporation May 2014 - Present
Northern Trust February 2011 - Present
The Northern Trust Company September 2007 - February 2011
LaSalle 1996 - 2007
LaSalle Bank/ABN AMRO October 1996 - January 2002
Bank One, Chicago 1993 - 1996
Skills
Portfolio Management, Leadership, Banking, Management, Vendor Management, Financial Analysis, Strategy, Change Management, Analysis, Finance, Human Resources, Business Analysis, Loans, Financial Services, Cross-functional Team..., Time Management, Budgets, Risk Management, Mergers & Acquisitions
Education
University of Iowa 1985 — 1989
Liberal Arts
Assumption High School 1981 — 1985
Discover Financial Services March 2012 - Present
Northern Trust 2010 - 2012
Resource Equities April 2007 - March 2008
Skills
Derivatives, Investment Properties, Microsoft Office, Contract Negotiation, Trading
Education
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
Northern Trust August 2010 - Present
FTI Consulting February 2008 - July 2010
GE Capital June 2006 - February 2008
MB Financial Bank (formerly Oak Brook Bank) May 2005 - August 2005
Skills
Financial Analysis, Risk Management, Credit, Asset Based Lending, Commercial Lending, Wealth Management, Structured Finance, Private Banking, Public Finance, Loans, Banking, Finance
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelor of Science, Finance
Northern Trust September 2008 - Present
ABN AMRO IT August 2006 - June 2007
ABN AMRO 1997 - 2007
NASD/NASD Regulation/The Nasdaq Stock Market 1996 - 1997
Education
University of Maryland University College
Bachelor of Science, Business and Management
Bank of America September 2013 - Present
The Options Clearing Corporation January 2013 - May 2013
Equitec Group December 2009 - November 2012
TEKsystems September 2009 - December 2009
Archelon LLC February 2005 - January 2009
Northern Trust February 2000 - July 2002
Allstate Investment Systems 1997 - 1999
Skills
Trading Systems, Electronic Trading, Perl, Options, SDLC, Market Data, Trading, Equities
Education
University of Illinois at Urbana-Champaign 1985 — 1987
MS EE, Control Systems, Math Modeling
Northern Trust June 2013 - Present
Mercer September 2011 - June 2013
Standish Mellon Asset Management April 2008 - May 2011
Standish Mellon Asset Management May 2006 - April 2008
IFX Markets, Inc July 2005 - May 2006
State Street Corporation June 2004 - July 2005
Skills
Financial Modeling, Financial Analysis, Asset Managment, Corporate Finance, Financial Reporting, Strategic Financial..., Management, Asset Management, Business Strategy, Team Leadership
Education
Boston University - School of Management 2007 — 2010
MBA, Finance
University of Massachusetts, Amherst 2000 — 2004
BS, Economics
Jump Trading July 2008 - Present
Tradelink March 2006 - July 2008
Northern Trust 2004 - 2006
JP Morgan Chase 2002 - 2004
Bank One 2002 - 2004
Skills
Solaris, System Administration, Unix, Shell Scripting, Trading Systems, Bloomberg, vSphere, Virtualization, Windows Server, Windows, Linux
Education
University of Illinois at Urbana-Champaign 1994 — 1999
Northern Trust August 1994 - Present
Skills
SOA, Enterprise Architecture, Business Analysis, IT Strategy, SDLC, Requirements Analysis, Risk Management
Education
University of Iowa 1990 — 1994
Glenbrook South HS 1987 — 1990
Northern Trust April 2008 - Present
Deloitte 1996 - 2008
DTCE 2002 - 2004
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
Northern Trust February 2011 - Present
Northern Trust 2009 - 2011
Northern Trust 2005 - 2009
Northern Trust 2004 - 2005
Northern Trust 2001 - 2003
Northern Trust 1999 - 2001
Northern Trust 1997 - 1999
Northern Trust 1994 - 1997
Northern Trust 1993 - 1994
H&R Block 1993 - 1993
Skills
Equities
Education
University of Chicago 1997 — 2000
Master of Business Administration (MBA), Finance, Strategic Management, Econonics and International Business
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
BS, Finance
Northern Trust Global Investments June 2010 - Present
Northern Trust July 2007 - June 2010
CBOT July 2004 - June 2007
Skills
Portfolio Management, Equity Research, Financial Modeling, Derivatives, Financial Markets, Investments, Chartered Financial..., DCF, Equities, Asset Allocation, Investment Management, Asset Management, Capital Markets, Fixed Income, Bloomberg
Education
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
BS, Finance
Northern Trust Corporation April 2015 - Present
Northern Trust May 2012 - Present
Northern Trust Corporation March 2007 - May 2012
HSBC August 2004 - March 2007
Skills
Internal Controls, Banking, Risk Management, Asset Management, Operational Risk, Financial Services, Fiduciary Services, Fiduciary Management, Auditing, Enterprise Risk...
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
B.A., Finance
CDK Global August 2015 - Present
Akzo Nobel Chemicals November 2014 - August 2015
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas February 2011 - November 2014
Buck Consultants November 2007 - March 2011
Northern Trust March 2006 - November 2007
Affiliated Computer Services December 2004 - June 2006
Mellon Financial January 2001 - November 2004
Skills
Compensation, Data Analysis, Incentive Programs, Job Evaluation, Market Pricing, Executive Compensation, Analysis, Salary Structures, Executive Pay, Salary, Human Resources, Deferred Compensation, Compensation & Benefit, Compensation Structures, Employee Benefits, Strategy, Compensation & Benefits, Management, HRIS, Performance Management
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelors, Political Science
US Bank October 2007 - Present
Northern Trust June 2005 - October 2007
Skills
Fixed Income, Bloomberg, Structured Finance, Portfolio Management, Financial Modeling, Capital Markets, Derivatives, Risk Analysis
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science, Finance
Northern Trust Preschool Co-TeacherNorthwood Montessori PreschoolJuly 2008 - Present
PIMCO 2006 - 2006
State Street 2004 - 2006
Education
University of Louisiana at Monroe 1999 — 2003
Bachelor of Arts, Legal Studies
Northern Trust February 2012 - Present
Northern Trust October 2010 - February 2012
Northern Trust July 2009 - October 2010
Northern Trust September 2008 - July 2009
Washington Mutual October 2005 - July 2008
Mentor 4 July 2005 - October 2005
Skills
Training, Access, Banking, Accounting, Auditing, Leadership, Software Documentation, Microsoft Excel, Outlook, Portfolio Management, Investments, PowerPoint, Customer Service, Financial Analysis, Management, Microsoft Office, Risk Management, Strategic Planning
Education
University of Kentucky 2001 — 2005
Finance, Finance and Economics (minor)
Mather LifeWays June 2007 - Present
Legend Group January 2004 - June 2007
Northern Trust February 2003 - August 2003
Skills
Financial Analysis, Investments, Financial Reporting, Variance Analysis, Accounting, Budgets, Strategic Planning, Microsoft Excel, Internal Controls, Financial Statements, Microsoft Office, Access, PowerPoint, Data Analysis, Research, Financial Modeling, Nonprofits, Accounts Payable, Microsoft Word, Accounts Receivable, Project Management, Account Reconciliation, Alternative Investments
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
Bachelor of Science, Finance
Eagle Seven Trading September 2009 - Present
Northern Trust May 2004 - September 2009
Skills
Equities, Bloomberg, Financial Analysis, Bonds, Financial Markets, Fixed Income, Financial Modeling, Trading, Trading Systems, Hedge Funds, Derivatives, Capital Markets, Electronic Trading, Securities, Investment Strategies, Equity Research, Asset Allocation
Education
University of Chicago 2010 — 2014
MBA
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
Finance
John Deere Financial September 2008 - February 2011
Northern Trust May 2005 - September 2008
The National Futures Association 1998 - 2005
national futures association 1998 - 2005
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1998
BBA, Accounting
Ares Management April 2013 - Present
Protiviti May 2002 - March 2013
Arthur Andersen 1998 - 2002
Blackman Kallick 1996 - 1998
Northern Trust 1993 - 1995
Skills
Internal Audit, SOX, Internal Controls, CISA, COSO, Auditing, Sarbanes-Oxley, Sarbanes-Oxley Act, Enterprise Risk..., Risk Assessment, IT Audit, Management Consulting, Risk Management, Operational Risk, Mergers & Acquisitions, Assurance
Education
University of Illinois at Urbana-Champaign - College of Business 1988 — 1993
BS, Accounting and Finance
Northern Trust November 2010 - Present
LeTip west loop 2014 - 2014
BMO Capital Markets, Chicago, IL April 2007 - June 2010
Merrill Lynch Business Financial Services Inc., Chicago, IL July 2003 - April 2007
Education
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
Finance
Instinet, LLC October 2006 - July 2013
Northern Trust Global Investments July 2004 - October 2006
Northern Trust July 2000 - July 2004
Skills
Electronic Trading, Equities, Hedge Funds, Trading Systems, Series 7, Options, Equity Trading, Trading, Financial Markets, Fixed Income, Bloomberg, Derivatives, Capital Markets, Securities, Series 63
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
B.S., Finance
CEGRI, Granada Spain 1998 — 1999
Spanish, Study Abroad
Fenwick HighSchool
Northern Trust September 2010 - Present
CrossCheck Compliance LLC May 2009 - June 2010
Citi Residential Lending April 2005 - September 2008
Argent Mortgage April 2005 - June 2007
Bass Financial Corp September 2004 - April 2005
Home Mortgage, Inc. September 1996 - September 2004
EQ Financial September 1996 - December 2000
First Bank of Schaumburg January 1993 - August 1996
LaSalle Talman Bank February 1988 - August 1992
Mellon Financial October 1984 - February 1988
Skills
Mortgage, Compliance, Loans, Credit, Risk Management, Banking, Auditing, Mortgage Lending, Underwriting, Due Diligence, Management, Consumer Lending, Loan Origination, Financial Risk, Training, Quality Assurance, Portfolio Management
Education
University of Indianapolis 1980 — 1984
B.S., Business Administration/Marketing and Economics/Finance
Maine South High School, Park Ridge, IL 1977 — 1983
Northern Trust January 2001 - Present
Education
University of Illinois at Urbana-Champaign 1996 — 2000
B.A., Economics and Finance
Whitney M. Young Magnet H.S. 1992 — 1996
Discover Financial Services January 2014 - Present
Northern Trust January 2008 - June 2013
JPMorgan Chase September 2001 - January 2008
Skills
AML, KYC, Suspicious Activity..., Master Data Management, Financial Services, Analytics, Fraud, Operational Risk, Operational Risk..., Financial Risk, Enterprise Risk..., Banking, Basel II, Risk Management, Credit Risk, Securities, Capital Markets, Derivatives
Education
University of Illinois at Urbana-Champaign
Northern Trust August 2013 - Present
Northern Trust June 2011 - August 2013
Northern Trust February 2010 - June 2011
Lehman Brothers October 2009 - February 2010
University of Maine Campus Recreation September 2006 - May 2009
Cary Medical Center May 2008 - February 2009
Skills
Access, Management, Small Business, Public Speaking, Cpr Certified, Microsoft Office, Social Media, Research, Public Relations, PowerPoint, Non-profits, Fundraising, Facebook, Microsoft Excel, Editing, Community Outreach, Event Management, Customer Service, Press Releases, Time Management
Education
University of Maine 2005 — 2009
B.S., Finance, Management, Political Science
Western National Trust Company July 2008 - September 2012
US Trust, Bank of America April 2001 - July 2008
Northern Trust April 1990 - April 2001
US Navy 1968 - 1971
Education
University of Iowa College of Law
JD, Law
University of Oregon
Bachelor of Arts (B.A.), History
Wells Fargo March 2013 - Present
Northern Trust February 2000 - March 2013
Skills
Portfolio Management, Wealth Management, Asset Management, Investments, Banking, Private Banking, Commercial Lending, Equities, Commercial Banking, Investment Advisory, Asset Allocation, Fixed Income, Series 7, Mutual Funds, Credit Analysis, Series 66, Uniform Combined State...
Education
De Paul University
Master of Business Administration (MBA), Finance and Marketing
University of Iowa
Bachelor of Business Administration (BBA), Financial Economics and Marketing
Grainger May 2015 - Present
Grainger May 2013 - May 2014
Grainger October 2011 - April 2013
Selectiva October 2005 - April 2013
Northern Trust May 2011 - September 2011
OfficeMax October 2010 - April 2011
Renovo Services April 2010 - August 2010
CME Group February 2008 - February 2010
Ernst & Young February 2006 - February 2008
McCracken Financial Software November 2004 - December 2005
Skills
Agile Methodologies, Testing, Mobile Applications, Requirements Analysis, SQL, Mobile Technology, Agile Testing, Process Improvement, Collaborative Problem..., Team Leadership, Troubleshooting, Root Cause Analysis, Quality Center, JIRA, Test Automation, System Testing, QTP, Software Quality..., Integration, SDLC, User Acceptance Testing, Quality Assurance, Scrum, Test Planning, Regression Testing, Test Cases, Functional Test..., Backend SQL Validations, Quality Management (QM), Strategic QM Initiatives, Application Workflow..., Mobile App Testing, SOASTA...
Education
University of Louisiana at Lafayette 2002 — 2004
Masters
Madras University 1998 — 2002
Bachelors in Engineering
BMO Harris Bank October 2014 - Present
Maternity break April 2013 - August 2014
Tata Consultancy Services November 2012 - March 2013
Northern Trust October 2008 - October 2012
ACNielsen March 2008 - September 2008
Motorola 2005 - 2008
Bank of America December 2003 - March 2005
Skills
Quality Center, SDLC, Testing, Requirements Analysis, Data Warehousing, Software Project..., Basel II, Test Management, User Acceptance Testing, Quality Assurance, System Testing, Test Planning, Agile Methodologies, Business Analysis
Education
University of Madras 1999 — 2003
BE, Computer Science & Engineering
Karnataka Sangha 1997 — 1999
Computer Science Engineering
UBS Global Asset Management July 2015 - Present
Guggenheim Partners January 2013 - July 2015
Jackson National Asset Management, LLC January 2011 - January 2013
Northern Trust March 2008 - January 2011
Northern Trust September 2006 - March 2008
Northern Trust May 2005 - September 2006
Skills
Bloomberg, Mutual Funds, Equities
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
Bachelors, Science
Wells Fargo Advisors May 2005 - Present
Northern Trust January 2000 - May 2005
Skills
Market Data, Banking, SDLC, Business Analysis, Financial Services, Vendor Management, Social Media, Mergers, Disaster Recovery, Mergers & Acquisitions, Project Management, Requirements Gathering, Change Management, Customer Service, Data Analysis, IT Strategy, Microsoft Office, Program Management, Team Leadership, Visio, Unix
Education
University of Miami 1977 — 1981
MME, Business, Music
Piper Jaffray April 2014 - Present
Northern Trust May 2011 - November 2013
PricewaterhouseCoopers August 2009 - May 2011
University of Illinois at Urbana-Champaign April 2007 - April 2009
PricewaterhouseCoopers June 2008 - August 2008
PricewaterhouseCoopers June 2007 - August 2007
Skills
Accounting, SEC filings, US GAAP, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Auditing, Finance, Financial Modeling, Valuation
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2009
Master of Accounting Science, Accounting, Finance
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Bachelor of Accounting Science, Accounting
Northern Trust January 2011 - Present
Northern Trust July 2007 - January 2011
Institute for the International Education of Student (IES) July 2005 - July 2007
Skills
Series 7, Bloomberg, Microsoft Office, Securities, Series 63, Capital Markets, Wealth Management..., Securities Lending, Bonds, Investments, Leadership, Equities, Banking, Settlement, Trading, Fixed Income, Mutual Funds
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2005
BBA, Business & Psychology
HCSC via Trexin December 2012 - Present
Northern Trust August 2011 - December 2012
Walt Disney World May 2010 - April 2012
Fincor/Promutual March 2009 - February 2011
Gordon Food Service March 2008 - March 2009
Metavante January 2007 - March 2008
Keystone Mercy Health Plan May 2006 - February 2007
Skills
ETL, Data Warehousing, Business Intelligence, SSIS, Oracle, Teradata, Datastage, Microsoft SQL Server, Business Objects, SQL, Performance Tuning, Unix, Netezza, Data Modeling, SDLC, PL/SQL, Requirements Analysis, SSRS, Master Data Management, Databases
Education
University of Madras
Bachelor of Engineering
Driehaus Capital Management LLC April 2015 - Present
Northern Trust Hedge Fund Services formerly Omnium LLC April 2011 - April 2015
Heidrick & Struggles November 2010 - February 2011
Downsview Capital August 2009 - March 2010
Mesirow Financial December 2004 - August 2009
Northern Trust May 2003 - December 2004
Education
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
BS, Finance & Management Information Systems
Jackson National Asset Management, LLC November 2006 - Present
Northern Trust January 2000 - October 2006
Skills
Bloomberg, Fund Accounting, Mutual Funds, Valuation, Equities, Hedge Funds
Education
University of Iowa
BBA, Finance
Northern Trust January 2014 - Present
Northern Trust Corporation June 2007 - December 2013
Skills
Financial Services, Wealth Management, High Net Worth..., Financial Analysis
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelor's Degree, Finance
Northern Trust November 2000 - Present
Skills
Asset Allocation, Mutual Funds, Alternative Investments, Series 7, Wealth Management
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelor's, Finance
PNC Wealth Management June 2010 - Present
Legg Mason Investment Counsel December 2006 - March 2010
Northern Trust 1995 - 2006
Education
The John Marshall Law School 1985 — 1989
JD, Law
University of Illinois at Urbana-Champaign - College of Business 1974 — 1978
B.S., Accountancy
IQNavigator September 2014 - Present
IQNavigator March 2012 - September 2014
Reuseit.com August 2009 - April 2012
World Wide Opportunities on Organic Farms February 2011 - September 2011
Northern Trust May 2008 - August 2008
Emily Oaks Nature Center May 2007 - August 2007
Skills
Process Improvement, Microsoft Office, Microsoft Word, PowerPoint, Research, Microsoft Excel, Social Media, Customer Service, Data Analysis, Event Planning, Vendor Relationships, Training, Analysis, Leadership
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Finance, Environmental Studies, 3.8
Sabadell United Bank August 2012 - Present
Northern Trust October 2007 - January 2012
Education
University of Toledo College of Law 1979 — 1981
Doctor of Law (JD)
University of Miami 1974 — 1978
Bachelor of Arts (BA), Politics and Public Affairs
Northern Trust Corporation June 2014 - Present
Northern Trust Corporation July 2011 - June 2014
Invesco Ltd. June 2010 - July 2011
Van Kampen Investments September 2008 - June 2010
Northern Trust June 2002 - September 2008
Skills
Accounting, Mutual Funds, Securities, Asset Management, Fund Administration, Financial Analysis, Fund Accounting, Financial Services, Alternative Investments, Bloomberg
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Bachelor of Science, Finance
Northern Trust Asset Management June 2013 - August 2013
Northern Trust June 2012 - August 2012
Atkins Tennis Center at the University of Illinois at Urbana-Champaign October 2010 - May 2012
Hands On Technology Inc. May 2011 - August 2011
Ruth Lake Country Club June 2010 - August 2010
Hinsdale Platform Tennis Association November 2009 - March 2010
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2014
Finance & Accountancy
Endeavor Schools January 2013 - Present
LEÓN, MAYER & Co. September 2012 - Present
Northern Trust April 2012 - August 2012
Soley Ini January 2010 - January 2012
University of Miami January 2011 - May 2011
Model United Nations - University of Miami May 2010 - May 2011
Rudolph CPA January 2009 - May 2009
College of Lake County August 2008 - May 2009
UPS December 2006 - May 2007
Skills
Financial Modeling, Advanced Excel Skills, VBA modeling, R, Minitab, Visual Basic, Basic C++, Microsoft Office, Data Analysis, Bloomberg, Thomson One, Quickbooks, Applied Econometrics, Python, Financial Analysis, Private Equity, Valuation
Education
University of Miami
Bachelor of Science in Business Administration, Finance and Economics; summa cum laude, 3.99
American University of Beirut 2010 — 2010
Summer Program, 4.0
Bank of the West (BNP Paribas Group) July 2015 - Present
Northern Trust August 2013 - July 2015
Wells Fargo July 2012 - August 2013
Education
University of Iowa
Bachelor of Business Administration (BBA), Economics and Finance
Northern Trust August 2013 - Present
Northern Trust September 2010 - August 2013
Northern Trust January 2010 - March 2010
Northern Trust October 2008 - January 2010
Northern Trust March 2008 - October 2008
Northern Trust January 2006 - February 2008
Northern Trust January 2003 - January 2006
Northern Trust January 2001 - January 2003
Northern Trust October 2000 - January 2001
Northern Trust May 1999 - October 2000
Skills
Securities, CRM, Software Documentation, Investments, Management, Trading Systems, Regression Testing, System Testing, User Acceptance Testing, Manual Testing, Training, Project Management, Trading, Leadership, Portfolio Management, Financial Risk, Business Process, Middle Office
Education
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor of Science and Letters, European History
Jackson National Asset Management, LLC June 2006 - Present
Northern Trust January 2002 - January 2006
TD Ameritrade Institutional October 2000 - June 2001
Education
University of Iowa 1996 — 2000
Bachelor of Business Administration (BBA), Finance
Hexaware Technologies 2009 - 2010
Northern Trust July 2006 - September 2008
Education
University of Madras 1991 — 1995
Bachelor of Engineering (B.E.), Computer Science