Northern Trust
Industry: Financial services company
DescriptionNorthern Trust Corporation is a financial services company organized in Delaware and headquartered in Chicago, Illinois that caters to corporations, institutional investors, and high net worth individuals. The company has 85 offices in 18 US states and 20 countries. Headquarters: Chicago, Illinois, United States CEO: Michael G. O'Grady (1 Jan 2018–) Assets under management: 1.2 trillion USD (As of December 31, 2017.) Subsidiaries: NORTHERN TRUST CO,
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Northern Trust Employees
Employee
Years
Job
Industry
Bill Burnett, CFP®, CIMA® Bill Burnett, CFP®, CIMA®'s Northern Trust Experience 2010 - 2013
Job Senior Wealth Director at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management November 2014 - Present
Seacoast National Bank 2013 - November 2014
Northern Trust 2010 - 2013
Merrill Lynch 2004 - 2010
Bank of America 2000 - 2004
Skills
Financial Services, Sales, Investment Management, Securities, Wealth, Wealth Management, Investments, Wealth Management..., Private Banking, Certified Financial..., Asset Management, High Net Worth..., Finance, Small Business, Portfolio Management
Education
University of North Texas 1984 — 1988
Bachelor of Arts (B.A.), Interpersonal Communication and Public Address
BNY Mellon Wealth Management November 2014 - Present
Seacoast National Bank 2013 - November 2014
Northern Trust 2010 - 2013
Merrill Lynch 2004 - 2010
Bank of America 2000 - 2004
Skills
Financial Services, Sales, Investment Management, Securities, Wealth, Wealth Management, Investments, Wealth Management..., Private Banking, Certified Financial..., Asset Management, High Net Worth..., Finance, Small Business, Portfolio Management
Education
University of North Texas 1984 — 1988
Bachelor of Arts (B.A.), Interpersonal Communication and Public Address
Brandon Pike Brandon Pike's Northern Trust Experience September 2012 - May 2013
Job Financial Analyst at American Family Insurance
Industry Insurance
Experience
American Family Insurance September 2013 - Present
deedfeed November 2014 - Present
Exelon May 2013 - August 2013
Northern Trust September 2012 - May 2013
Exelon June 2012 - September 2012
Skills
Finance, Financial Modeling, Financial Reporting, Financial Analysis, Microsoft Excel, Analysis, Microsoft Office, Leadership, Management, Risk Management, Process Improvement, Sales
Education
University of Oregon 2006 — 2012
Bachelor of Science (B.S.), Economics, business
American Family Insurance September 2013 - Present
deedfeed November 2014 - Present
Exelon May 2013 - August 2013
Northern Trust September 2012 - May 2013
Exelon June 2012 - September 2012
Skills
Finance, Financial Modeling, Financial Reporting, Financial Analysis, Microsoft Excel, Analysis, Microsoft Office, Leadership, Management, Risk Management, Process Improvement, Sales
Education
University of Oregon 2006 — 2012
Bachelor of Science (B.S.), Economics, business
Tej Buch, CFA Tej Buch, CFA's Northern Trust Experience August 2011 - March 2014
Job MBA Candidate at the University of Michigan Stephen M. Ross School of Business
Industry Investment Management
Experience
Microsoft May 2015 - August 2015
Northern Trust Corporation March 2014 - July 2014
Northern Trust August 2011 - March 2014
CFA Society Chicago May 2013 - June 2013
Northern Trust Corporation April 2009 - August 2011
Northern Trust Global Investments June 2007 - April 2009
Morgan Stanley (Formerly Van Kampen Investments) May 2006 - August 2006
Merrill Lynch May 2005 - August 2005
UBS Wealth Management May 2003 - August 2003
Skills
Bloomberg, Equities, Asset Allocation, Fixed Income, Portfolio Management, Financial Modeling, Investments, Asset Managment, Alternative Investments, Hedge Funds, Investment Strategies, Equity Research, Investment Management, Finance, Wealth Management, Wealth Management..., Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison - School of Business 2003 — 2007
BBA, Finance, Risk Management
Microsoft May 2015 - August 2015
Northern Trust Corporation March 2014 - July 2014
Northern Trust August 2011 - March 2014
CFA Society Chicago May 2013 - June 2013
Northern Trust Corporation April 2009 - August 2011
Northern Trust Global Investments June 2007 - April 2009
Morgan Stanley (Formerly Van Kampen Investments) May 2006 - August 2006
Merrill Lynch May 2005 - August 2005
UBS Wealth Management May 2003 - August 2003
Skills
Bloomberg, Equities, Asset Allocation, Fixed Income, Portfolio Management, Financial Modeling, Investments, Asset Managment, Alternative Investments, Hedge Funds, Investment Strategies, Equity Research, Investment Management, Finance, Wealth Management, Wealth Management..., Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison - School of Business 2003 — 2007
BBA, Finance, Risk Management
Catherine Mapelli Catherine Mapelli's Northern Trust Experience May 2012 - April 2014
Job Solution SpecialistGlobal Academic Programs at IBM
Industry Financial Services
Experience
IBM March 2014 - Present
Northern Trust May 2012 - April 2014
The SAVO Group June 2010 - May 2012
Education
University of Notre Dame 2006 — 2010
IBM March 2014 - Present
Northern Trust May 2012 - April 2014
The SAVO Group June 2010 - May 2012
Education
University of Notre Dame 2006 — 2010
John Paul Beall John Paul Beall's Northern Trust Experience June 2013 - August 2013
Job Rotational at Kemper P&C Strategic Finance
Industry Financial Services
Experience
Kemper Corporation October 2014 - Present
Northern Trust June 2013 - August 2013
Metropolitan Planning Council May 2012 - August 2012
City of Redlands Parks Commission January 2009 - December 2009
Skills
Economics, Research, Financial Analysis, Economic Development, Public Speaking, Social Media, Microsoft Excel, Hyperion, Bloomberg Terminal, Alternative Investments, Insurance, Oracle E-Business Suite, SEC Financial Reporting, DCF Valuation, LBO, Writing, Financial Accounting, Tax Accounting, Parliamentary Procedure, Nonprofits, Politics, Speech Writing, Press Release..., Debate
Education
Washington and Lee University 2010 — 2014
Bachelor of Arts (BA), Economics, Classics, 3.55 cumulative
University of Oxford 2013 — 2013
Study Abroad, Economics and Classics
Kemper Corporation October 2014 - Present
Northern Trust June 2013 - August 2013
Metropolitan Planning Council May 2012 - August 2012
City of Redlands Parks Commission January 2009 - December 2009
Skills
Economics, Research, Financial Analysis, Economic Development, Public Speaking, Social Media, Microsoft Excel, Hyperion, Bloomberg Terminal, Alternative Investments, Insurance, Oracle E-Business Suite, SEC Financial Reporting, DCF Valuation, LBO, Writing, Financial Accounting, Tax Accounting, Parliamentary Procedure, Nonprofits, Politics, Speech Writing, Press Release..., Debate
Education
Washington and Lee University 2010 — 2014
Bachelor of Arts (BA), Economics, Classics, 3.55 cumulative
University of Oxford 2013 — 2013
Study Abroad, Economics and Classics
Ari Levi's Northern Trust Experience November 2002 - June 2007
Job ACD at Victors & Spoils
Industry Marketing and Advertising
Experience
Victors & Spoils November 2012 - Present
Freelance Denver/Boulder August 2012 - November 2012
Factory Design Labs April 2011 - August 2012
Cramer Krasselt September 2008 - 2011
Y&R Brands April 2008 - April 2008
Northern Trust November 2002 - June 2007
Skills
Advertising, Creative Strategy, Integrated Marketing, Digital Strategy, Interactive Advertising, Copywriting, Interactive Marketing, Creative Direction, Outdoor Advertising, Art Direction, Brand Development, Direct Mail, Social Media Marketing, Digital Marketing, User Experience, Social Media, Digital Media, Mobile Marketing, Concept Development, Content Strategy, Online Advertising, Relationship Marketing
Education
University of Michigan 1998 — 2002
BA, History
Victors & Spoils November 2012 - Present
Freelance Denver/Boulder August 2012 - November 2012
Factory Design Labs April 2011 - August 2012
Cramer Krasselt September 2008 - 2011
Y&R Brands April 2008 - April 2008
Northern Trust November 2002 - June 2007
Skills
Advertising, Creative Strategy, Integrated Marketing, Digital Strategy, Interactive Advertising, Copywriting, Interactive Marketing, Creative Direction, Outdoor Advertising, Art Direction, Brand Development, Direct Mail, Social Media Marketing, Digital Marketing, User Experience, Social Media, Digital Media, Mobile Marketing, Concept Development, Content Strategy, Online Advertising, Relationship Marketing
Education
University of Michigan 1998 — 2002
BA, History
David Dunlevy David Dunlevy's Northern Trust Experience June 2004 - March 2012
Job Vice President Lending at Finemark National Bank & Trust
Industry Financial Services
Experience
Finemark National Bank & Trust April 2012 - Present
Northern Trust June 2004 - March 2012
MGIC 1999 - 2004
Minor League Baseball 1994 - 2001
Principal Financial Group June 1992 - March 1994
Skills
Lines Of Credit, Banking, Real Estate, Financial Analysis, Loans, Credit, Investments, Commercial Lending, Residential Mortgages, Commercial Mortgages, Mortgage Lending, Credit Analysis, Portfolio Management, Wealth Management, Mortgage Banking, Private Banking, Loan Origination, Equities, Small Business
Education
University of Northern Iowa 1988 — 1992
B.A., Business Management, Business Communications minor
Kee High School
Finemark National Bank & Trust April 2012 - Present
Northern Trust June 2004 - March 2012
MGIC 1999 - 2004
Minor League Baseball 1994 - 2001
Principal Financial Group June 1992 - March 1994
Skills
Lines Of Credit, Banking, Real Estate, Financial Analysis, Loans, Credit, Investments, Commercial Lending, Residential Mortgages, Commercial Mortgages, Mortgage Lending, Credit Analysis, Portfolio Management, Wealth Management, Mortgage Banking, Private Banking, Loan Origination, Equities, Small Business
Education
University of Northern Iowa 1988 — 1992
B.A., Business Management, Business Communications minor
Kee High School
David Maksymetz David Maksymetz's Northern Trust Experience May 2011 - March 2014
Job Sr. Portfolio Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2014 - Present
Northern Trust May 2011 - March 2014
Pine Trace 1995 - 2014
J.P. Morgan August 2001 - May 2011
National City Bank September 1999 - August 2001
Comerica Bank May 1988 - September 1999
Drexel Burnham Lambert 1987 - 1987
Drexel Burnham Lambert 1987 - 1987
Skills
Investments, Sales Management, FINRA Licenses: Series..., Asset Allocation /..., Wealth Management, Financial Services, Management, Sales, Investment Banking, Wealth Management..., Analysis, Banking, Loans, Financial Analysis, Credit, Risk Management, Series 7, Portfolio Management, Asset Allocation
Education
Wayne State University 1991 — 1994
Master of Business Administration (M.B.A.), Marketing/Management
University of Michigan 1985 — 1988
Bachelor of Arts (B.A.), Economics
Western Michigan University 1983 — 1985
BNY Mellon March 2014 - Present
Northern Trust May 2011 - March 2014
Pine Trace 1995 - 2014
J.P. Morgan August 2001 - May 2011
National City Bank September 1999 - August 2001
Comerica Bank May 1988 - September 1999
Drexel Burnham Lambert 1987 - 1987
Drexel Burnham Lambert 1987 - 1987
Skills
Investments, Sales Management, FINRA Licenses: Series..., Asset Allocation /..., Wealth Management, Financial Services, Management, Sales, Investment Banking, Wealth Management..., Analysis, Banking, Loans, Financial Analysis, Credit, Risk Management, Series 7, Portfolio Management, Asset Allocation
Education
Wayne State University 1991 — 1994
Master of Business Administration (M.B.A.), Marketing/Management
University of Michigan 1985 — 1988
Bachelor of Arts (B.A.), Economics
Western Michigan University 1983 — 1985
Kim Stringham Kim Stringham's Northern Trust Experience May 2001 - December 2001
Job Purchasing Agent at Van Andel Institute
Industry Research
Experience
Van Andel Institute April 2015 - Present
Grand River Aseptic Manufacturing January 2014 - April 2015
Grand River Aseptic Manufacturing June 2013 - December 2013
Cerep January 2008 - February 2013
Cerep November 2004 - January 2008
Cerep March 2002 - November 2004
Northern Trust May 2001 - December 2001
Skills
Procurement, Quality Control, Laboratory Safety, CRO, Commercialization, Sop, Biotechnology, Lifesciences, Purchasing, Pharmaceutical Industry, Supplier Negotiation, Laboratory Equipment, Bill of Materials, Quality Assurance, Technical Writing, GMP, HPLC, Contract Manufacturing, cGMP manufacturing, Data Analysis, FDA, GLP, Laboratory, Life Sciences, SOP
Education
University of Michigan 1997 — 2001
Bachelor of Science (B.S.), Biochemistry
Van Andel Institute April 2015 - Present
Grand River Aseptic Manufacturing January 2014 - April 2015
Grand River Aseptic Manufacturing June 2013 - December 2013
Cerep January 2008 - February 2013
Cerep November 2004 - January 2008
Cerep March 2002 - November 2004
Northern Trust May 2001 - December 2001
Skills
Procurement, Quality Control, Laboratory Safety, CRO, Commercialization, Sop, Biotechnology, Lifesciences, Purchasing, Pharmaceutical Industry, Supplier Negotiation, Laboratory Equipment, Bill of Materials, Quality Assurance, Technical Writing, GMP, HPLC, Contract Manufacturing, cGMP manufacturing, Data Analysis, FDA, GLP, Laboratory, Life Sciences, SOP
Education
University of Michigan 1997 — 2001
Bachelor of Science (B.S.), Biochemistry
Rebecca Zung-Clough's Northern Trust Experience 2007 - 2010
Job Managing Attorney; Shareholder, Law Office of Zung Clough, PLLC
Industry Law Practice
Experience
Zung Clough PLLC 2011 - Present
Morgan Stanley Smith Barney 2010 - 2011
Northern Trust 2007 - 2010
Schuttler & Greenberg, LLC 2005 - 2007
Asbell & Ho, P.A, 1999 - 2004
Skills
Estate Planning, Trusts, Estate Tax Planning, Wills, Wealth Management, High Net Worth..., Securities, Mediation, Estate Law, Investments, Financial Services, Litigation, Corporate Law, Litigation Support, Legal Research, Trials, Family Law, Civil Litigation, Commercial Litigation, Legal Assistance, Mergers & Acquisitions, Property Law, Prenuptial Agreements, Paternity, Legal Advice, Estate Administration, Dispute, Legal Writing, Courts
Education
University of Miami School of Law 1997 — 2000
J.D., cum laude, Law
Millersville University of Pennsylvania 1988 — 1992
B.S., cum laude, Education
Zung Clough PLLC 2011 - Present
Morgan Stanley Smith Barney 2010 - 2011
Northern Trust 2007 - 2010
Schuttler & Greenberg, LLC 2005 - 2007
Asbell & Ho, P.A, 1999 - 2004
Skills
Estate Planning, Trusts, Estate Tax Planning, Wills, Wealth Management, High Net Worth..., Securities, Mediation, Estate Law, Investments, Financial Services, Litigation, Corporate Law, Litigation Support, Legal Research, Trials, Family Law, Civil Litigation, Commercial Litigation, Legal Assistance, Mergers & Acquisitions, Property Law, Prenuptial Agreements, Paternity, Legal Advice, Estate Administration, Dispute, Legal Writing, Courts
Education
University of Miami School of Law 1997 — 2000
J.D., cum laude, Law
Millersville University of Pennsylvania 1988 — 1992
B.S., cum laude, Education
David Paul Johnson's Northern Trust Experience 1985 - 1988
Job David P. Johnson JD, CPA, CFP, CLU
Industry Law Practice
Experience
David P. Johnson, Esq. 1988 - Present
Northern Trust 1985 - 1988
KPMG US 1983 - 1985
Skills
Trusts, Tax Law, Estate Planning, Wills, Asset Protection, Estate Administration, High Net Worth..., Elder Law, Probate, Real Estate, Litigation, Financial Planning, Estate Law, Wealth Management, Asset Management, Finance
Education
Wayne State University Law School 1980 — 1983
Juris Doctor (JD)
University of Michigan - Ann Arbor, Michigan 1974 — 1978
Bachelor of Business Administration (BBA) with Distinction, Business Administration and Management, General
David P. Johnson, Esq. 1988 - Present
Northern Trust 1985 - 1988
KPMG US 1983 - 1985
Skills
Trusts, Tax Law, Estate Planning, Wills, Asset Protection, Estate Administration, High Net Worth..., Elder Law, Probate, Real Estate, Litigation, Financial Planning, Estate Law, Wealth Management, Asset Management, Finance
Education
Wayne State University Law School 1980 — 1983
Juris Doctor (JD)
University of Michigan - Ann Arbor, Michigan 1974 — 1978
Bachelor of Business Administration (BBA) with Distinction, Business Administration and Management, General
Kristin Wasikowski's Northern Trust Experience September 2014 - Present
Job Audit Team Lead, Capital Planning and Treasury Management, Northern Trust
Industry Banking
Experience
Northern Trust September 2014 - Present
Northern Trust April 2014 - September 2014
Northern Trust February 2012 - April 2014
Protiviti September 2009 - February 2012
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
B.B.A., Accountancy
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Finance, Social Enterprise, Management & Organizations
Northern Trust September 2014 - Present
Northern Trust April 2014 - September 2014
Northern Trust February 2012 - April 2014
Protiviti September 2009 - February 2012
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
B.B.A., Accountancy
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Finance, Social Enterprise, Management & Organizations
Jim Seidel, CFP®'s Northern Trust Experience January 2012 - March 2013
Job The Brennan Group Private Wealth Management at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. March 2013 - Present
Northern Trust January 2012 - March 2013
Catholic Community Foundation October 2006 - January 2012
Smith Barney/Citigroup Global Markets August 2001 - October 2006
RBC Dain Rauscher 1995 - 2001
Campbell Mithun Advertising 1991 - 1995
Skills
Investments, Wealth Management, Finance, Asset Management, Strategic Planning, Wealth Management..., Wealth, Risk Management, Portfolio Management, Financial Analysis, Financial Modeling, Fundraising, Leadership, Nonprofits, Philanthropy, Public Speaking
Education
University of Notre Dame 1987 — 1991
BBA, Finance & Business Economics
University of St. Thomas - Opus College of Business 2009 — 2012
MBA, Executive MBA Program
St.Thomas Academy
Robert W. Baird & Co. March 2013 - Present
Northern Trust January 2012 - March 2013
Catholic Community Foundation October 2006 - January 2012
Smith Barney/Citigroup Global Markets August 2001 - October 2006
RBC Dain Rauscher 1995 - 2001
Campbell Mithun Advertising 1991 - 1995
Skills
Investments, Wealth Management, Finance, Asset Management, Strategic Planning, Wealth Management..., Wealth, Risk Management, Portfolio Management, Financial Analysis, Financial Modeling, Fundraising, Leadership, Nonprofits, Philanthropy, Public Speaking
Education
University of Notre Dame 1987 — 1991
BBA, Finance & Business Economics
University of St. Thomas - Opus College of Business 2009 — 2012
MBA, Executive MBA Program
St.Thomas Academy
Randy Campanale, CFA Randy Campanale, CFA's Northern Trust Experience September 2006 - Present
Job Senior Vice President, Senior Portfolio Manager at Northern Trust
Industry Investment Management
Experience
Northern Trust September 2006 - Present
The Public Education Foundation 1999 - 2012
First National Wealth Management November 2004 - September 2006
Western National Trust Company February 2003 - November 2004
Wells Fargo Private Client Services November 1983 - November 2002
American Heart Association 2000 - 2002
First Interstate Bank 1995 - 1999
Skills
Wealth Management, Investments, Portfolio Management, Estate Planning, Alternative Investments, Investment Strategies, Asset Allocation, Equities, Investment Advisory, Financial Analysis, Investment Management, Loans, Strategic Planning, Asset Management, Banking, Credit, Finance, Mutual Funds
Education
UNLV 1973 — 1977
Bachelor of Science, Finance, General
Northern Trust September 2006 - Present
The Public Education Foundation 1999 - 2012
First National Wealth Management November 2004 - September 2006
Western National Trust Company February 2003 - November 2004
Wells Fargo Private Client Services November 1983 - November 2002
American Heart Association 2000 - 2002
First Interstate Bank 1995 - 1999
Skills
Wealth Management, Investments, Portfolio Management, Estate Planning, Alternative Investments, Investment Strategies, Asset Allocation, Equities, Investment Advisory, Financial Analysis, Investment Management, Loans, Strategic Planning, Asset Management, Banking, Credit, Finance, Mutual Funds
Education
UNLV 1973 — 1977
Bachelor of Science, Finance, General
Dan Kowalczyk Dan Kowalczyk's Northern Trust Experience June 2012 - August 2012
Job GCM Grosvenor
Industry Financial Services
Experience
Grosvenor Capital Management, L.P. September 2013 - Present
Northern Trust June 2012 - August 2012
Sunshine Through Golf Foundation May 2010 - August 2011
Artizen Management Group June 2009 - August 2009
Oak Park Country Club June 2005 - August 2009
Skills
Microsoft Excel, PowerPoint, Spelling, Microsoft Office, Microsoft Word, Science, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
BBA, Accounting and Finance
Oak Park and River Forest High School 2005 — 2009
CFA Program
Grosvenor Capital Management, L.P. September 2013 - Present
Northern Trust June 2012 - August 2012
Sunshine Through Golf Foundation May 2010 - August 2011
Artizen Management Group June 2009 - August 2009
Oak Park Country Club June 2005 - August 2009
Skills
Microsoft Excel, PowerPoint, Spelling, Microsoft Office, Microsoft Word, Science, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
BBA, Accounting and Finance
Oak Park and River Forest High School 2005 — 2009
CFA Program
Greg Bukowski's Northern Trust Experience February 2005 - April 2009
Job Principal Software Consultant at BMC Software
Industry Information Technology and Services
Experience
BMC Software September 2010 - Present
Solstice Consulting October 2009 - October 2010
HomeDirectUSA April 2009 - October 2009
Solstice Consulting January 2008 - April 2009
Northern Trust February 2005 - April 2009
Tek Systems February 2005 - December 2008
Computer Sciences Corporation September 2004 - February 2005
Cosatech 2001 - 2004
Scitor Corporation 1999 - 2001
Skills
Cloud Computing, Java Enterprise Edition, Enterprise Architecture, Agile Methodologies, Web Services, Unix, Java, SDLC, SOA, Application Performance..., IT Strategy, Weblogic, Business Analysis, BMC Patrol, Agile, J2EE, SQL, XML, Software Development, JavaScript, Spring, Hibernate, Eclipse, Application Architecture, Business Process, Websphere, Struts, Requirements Analysis, C++, HTML, Design Patterns, REST, Hybrid Cloud, Private Cloud, DevOps, Server Automation, Atrium Orchestrator, CMDB, ADDM, TOGAF, Spring Framework, Solution Architecture
Education
University of Notre Dame 1995 — 1999
BS, Computer Engineering
BMC Software September 2010 - Present
Solstice Consulting October 2009 - October 2010
HomeDirectUSA April 2009 - October 2009
Solstice Consulting January 2008 - April 2009
Northern Trust February 2005 - April 2009
Tek Systems February 2005 - December 2008
Computer Sciences Corporation September 2004 - February 2005
Cosatech 2001 - 2004
Scitor Corporation 1999 - 2001
Skills
Cloud Computing, Java Enterprise Edition, Enterprise Architecture, Agile Methodologies, Web Services, Unix, Java, SDLC, SOA, Application Performance..., IT Strategy, Weblogic, Business Analysis, BMC Patrol, Agile, J2EE, SQL, XML, Software Development, JavaScript, Spring, Hibernate, Eclipse, Application Architecture, Business Process, Websphere, Struts, Requirements Analysis, C++, HTML, Design Patterns, REST, Hybrid Cloud, Private Cloud, DevOps, Server Automation, Atrium Orchestrator, CMDB, ADDM, TOGAF, Spring Framework, Solution Architecture
Education
University of Notre Dame 1995 — 1999
BS, Computer Engineering
Cristina Anaya's Northern Trust Experience February 2013 - Present
Job Senior Analyst, Transfer Agency at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation July 2014 - Present
Northern Trust February 2013 - Present
JP Morgan Chase May 2010 - February 2013
University Directories May 2009 - August 2009
Bovis Lend Lease May 2008 - August 2008
Skills
Sales, Mutual Funds, Finance, Microsoft Excel, Data Analysis, PowerPoint, Analysis, Leadership, Microsoft Office, Microsoft Word, Spanish, Series 63, Accounting, Financial Analysis
Education
University of Notre Dame 2006 — 2010
Bachelor of Business Administration (BBA), Finance
Northern Trust Corporation July 2014 - Present
Northern Trust February 2013 - Present
JP Morgan Chase May 2010 - February 2013
University Directories May 2009 - August 2009
Bovis Lend Lease May 2008 - August 2008
Skills
Sales, Mutual Funds, Finance, Microsoft Excel, Data Analysis, PowerPoint, Analysis, Leadership, Microsoft Office, Microsoft Word, Spanish, Series 63, Accounting, Financial Analysis
Education
University of Notre Dame 2006 — 2010
Bachelor of Business Administration (BBA), Finance
Brian Pezzullo Brian Pezzullo's Northern Trust Experience October 2013 - Present
Job Sr. Account Manager The Northern Trust Company
Industry Investment Banking
Experience
Northern Trust October 2013 - Present
Northern Trust October 2011 - October 2013
Best Buy May 2006 - October 2011
Skills
Customer Satisfaction, Microsoft Office, Work Flow Design, Critical Thinking, Microsoft Excel, Business Process..., Strategic Planning, Project Implementation, Change Management, Finance, Management
Education
University of Missouri-Columbia, College of Business 2005 — 2010
Business Administration, Marketing
Northern Trust October 2013 - Present
Northern Trust October 2011 - October 2013
Best Buy May 2006 - October 2011
Skills
Customer Satisfaction, Microsoft Office, Work Flow Design, Critical Thinking, Microsoft Excel, Business Process..., Strategic Planning, Project Implementation, Change Management, Finance, Management
Education
University of Missouri-Columbia, College of Business 2005 — 2010
Business Administration, Marketing
Shawn Pelc Shawn Pelc's Northern Trust Experience April 2003 - May 2005
Job Vice President at GE Capital
Industry Investment Banking
Experience
GE Capital August 2011 - Present
JP Morgan June 2009 - June 2011
UBS Investment Bank May 2005 - May 2009
Northern Trust April 2003 - May 2005
Education
University of Michigan 1999 — 2003
Bachelors, Economics
GE Capital August 2011 - Present
JP Morgan June 2009 - June 2011
UBS Investment Bank May 2005 - May 2009
Northern Trust April 2003 - May 2005
Education
University of Michigan 1999 — 2003
Bachelors, Economics
Dvora Adams, CTFA Dvora Adams, CTFA's Northern Trust Experience March 2003 - Present
Job VP and Trust Administrator at Northern Trust
Industry Financial Services
Experience
Northern Trust March 2003 - Present
Skills
Trust Services, Multi-generational..., Private Banking, Wealth Management, Fiduciary, Wealth Management..., Strategy, Banking
Education
University of Nevada-Las Vegas
Bachelor of Science (B.Sc.)
Northern Trust March 2003 - Present
Skills
Trust Services, Multi-generational..., Private Banking, Wealth Management, Fiduciary, Wealth Management..., Strategy, Banking
Education
University of Nevada-Las Vegas
Bachelor of Science (B.Sc.)
Julie Guess, CPA's Northern Trust Experience August 2011 - June 2012
Job Senior Financial Auditor at Federal Reserve Bank of Chicago
Industry Financial Services
Experience
Federal Reserve Bank of Chicago January 2015 - Present
Federal Reserve Bank of Dallas June 2014 - December 2014
Federal Reserve Bank of Dallas March 2013 - June 2014
Federal Reserve Bank of Dallas July 2012 - February 2013
Northern Trust August 2011 - June 2012
Northern Trust May 2008 - July 2011
Deloitte September 2007 - April 2008
Deloitte September 2005 - August 2007
Skills
Sarbanes-Oxley, Basel II, Internal Audit, External Audit, Bank Auditing, Manufacturing Auditing, Microsoft Word, Microsoft Excel, Lotus Notes, Auditor Assistant, CPA, Presentations, Report Writing, Workpaper Review, Time Management, Multi Tasking, Studied Abroad, Enterprise Risk..., Financial Reporting, Sarbanes-Oxley Act
Education
University of Notre Dame 2004 — 2005
Master's degree, Accounting
University of Notre Dame 2000 — 2004
Bachelor of Business Administration (BBA), Accounting
Illinois Department of Financial and Professional Regulation
Certified Public Accountant
Federal Reserve Bank of Chicago January 2015 - Present
Federal Reserve Bank of Dallas June 2014 - December 2014
Federal Reserve Bank of Dallas March 2013 - June 2014
Federal Reserve Bank of Dallas July 2012 - February 2013
Northern Trust August 2011 - June 2012
Northern Trust May 2008 - July 2011
Deloitte September 2007 - April 2008
Deloitte September 2005 - August 2007
Skills
Sarbanes-Oxley, Basel II, Internal Audit, External Audit, Bank Auditing, Manufacturing Auditing, Microsoft Word, Microsoft Excel, Lotus Notes, Auditor Assistant, CPA, Presentations, Report Writing, Workpaper Review, Time Management, Multi Tasking, Studied Abroad, Enterprise Risk..., Financial Reporting, Sarbanes-Oxley Act
Education
University of Notre Dame 2004 — 2005
Master's degree, Accounting
University of Notre Dame 2000 — 2004
Bachelor of Business Administration (BBA), Accounting
Illinois Department of Financial and Professional Regulation
Certified Public Accountant
Jeffrey Farnham Jeffrey Farnham's Northern Trust Experience June 1994 - December 2003
Job IT Professional, Entrepreneur, Writer
Industry Packaging and Containers
Experience
Navis Industries, Inc. March 2004 - Present
Northern Trust June 1994 - December 2003
Caremark International, Inc. September 1990 - June 1994
Caremark Home Health Care of America September 1986 - September 1990
T.J. Sheehan Distributing September 1982 - September 1986
Skills
Sybase, Project Delivery, Outsourcing, Offshoring, Business Continuity
Education
University of New Hampshire 1978 — 1982
BS, Consumer Science / Economics
Navis Industries, Inc. March 2004 - Present
Northern Trust June 1994 - December 2003
Caremark International, Inc. September 1990 - June 1994
Caremark Home Health Care of America September 1986 - September 1990
T.J. Sheehan Distributing September 1982 - September 1986
Skills
Sybase, Project Delivery, Outsourcing, Offshoring, Business Continuity
Education
University of New Hampshire 1978 — 1982
BS, Consumer Science / Economics
Christina Fiedler Christina Fiedler's Northern Trust Experience April 2005 - February 2007
Job Senior Transaction Manager at Cushman & Wakefield
Industry Commercial Real Estate
Experience
Cushman & Wakefield April 2015 - Present
Cushman & Wakefield February 2007 - March 2015
Northern Trust April 2005 - February 2007
Northern Trust May 2004 - April 2005
Education
University of Michigan 1999 — 2003
Bachelors, International Business
Cushman & Wakefield April 2015 - Present
Cushman & Wakefield February 2007 - March 2015
Northern Trust April 2005 - February 2007
Northern Trust May 2004 - April 2005
Education
University of Michigan 1999 — 2003
Bachelors, International Business
Sean Conroy, CFA, CFP's Northern Trust Experience July 2006 - Present
Job Portfolio Manager/ Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust July 2006 - Present
Morgan Keegan January 2005 - June 2006
Prudential Securities December 2001 - March 2004
Skills
Asset Allocation, Portfolio Management, Equities, Alternative Investments, Fixed Income, Wealth Management, Asset Management, Investment Strategies, Mutual Funds, Investments, Investment Management, Hedge Funds, Bloomberg, Investment Advisory, Securities, Series 7, Derivatives, Bonds
Education
University of New Orleans 1996 — 1999
Bachelor of Science (BS), Finance, General
Northern Trust July 2006 - Present
Morgan Keegan January 2005 - June 2006
Prudential Securities December 2001 - March 2004
Skills
Asset Allocation, Portfolio Management, Equities, Alternative Investments, Fixed Income, Wealth Management, Asset Management, Investment Strategies, Mutual Funds, Investments, Investment Management, Hedge Funds, Bloomberg, Investment Advisory, Securities, Series 7, Derivatives, Bonds
Education
University of New Orleans 1996 — 1999
Bachelor of Science (BS), Finance, General
Jennifer Verbrigghe Jennifer Verbrigghe's Northern Trust Experience 2008 - 2011
Job Trust Advisor at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company September 2011 - Present
Northern Trust 2008 - 2011
Northern Trust 2006 - 2008
Northern Trust 2000 - 2006
Education
University of Michigan 1995 — 1999
Bachelor of Arts (B.A.), Economics
The Northern Trust Company September 2011 - Present
Northern Trust 2008 - 2011
Northern Trust 2006 - 2008
Northern Trust 2000 - 2006
Education
University of Michigan 1995 — 1999
Bachelor of Arts (B.A.), Economics
Beth Kraszewski, CFP, CLU Beth Kraszewski, CFP, CLU's Northern Trust Experience October 2005 - May 2008
Job Overseeing the Finances for Families and Individuals in Chicago
Industry Financial Services
Experience
Lincoln Park Chamber of Commerce 2010 - Present
Keating & Associates April 2008 - Present
Northern Trust October 2005 - May 2008
Ehlert Financial Group 2004 - 2005
INSPRO Insurance Agency 2000 - 2004
Skills
Retirement, Financial Advisory, Wealth Management, Nonprofits, Non-profits, Finance, Insurance, Investment Management, Loans, Securities
Education
University of Nebraska-Lincoln 1999 — 2004
Education
Lincoln Park Chamber of Commerce 2010 - Present
Keating & Associates April 2008 - Present
Northern Trust October 2005 - May 2008
Ehlert Financial Group 2004 - 2005
INSPRO Insurance Agency 2000 - 2004
Skills
Retirement, Financial Advisory, Wealth Management, Nonprofits, Non-profits, Finance, Insurance, Investment Management, Loans, Securities
Education
University of Nebraska-Lincoln 1999 — 2004
Education
Nikhil Pimputkar Nikhil Pimputkar's Northern Trust Experience January 2010 - Present
Job Senior Associate at Cognizant Technology Solutions
Industry Financial Services
Experience
Northern Trust January 2010 - Present
Cognizant Technology Solutions October 2006 - Present
Patni Computer Systems October 2004 - October 2006
GE Consumer Finance October 2004 - October 2006
Skills
AS400, IBM iSeries, Derivatives, Equity Derivatives, Futures, Sungard GMI, F&O, Exchange Traded..., Trading Systems, Back Office, Requirements Gathering, Middle Office, Investment Banking, Equities, Requirements Analysis, SDLC, Business Analysis, Trading
Education
Symbiosis Center for Distance Learning (SCDL) 2004 — 2006
PGDBA, Finance
K.J. Somaiya COE 1998 — 2002
B.E., Electronics Engineering
University of Mumbai 1998 — 2002
B.E., Electronics
Northern Trust January 2010 - Present
Cognizant Technology Solutions October 2006 - Present
Patni Computer Systems October 2004 - October 2006
GE Consumer Finance October 2004 - October 2006
Skills
AS400, IBM iSeries, Derivatives, Equity Derivatives, Futures, Sungard GMI, F&O, Exchange Traded..., Trading Systems, Back Office, Requirements Gathering, Middle Office, Investment Banking, Equities, Requirements Analysis, SDLC, Business Analysis, Trading
Education
Symbiosis Center for Distance Learning (SCDL) 2004 — 2006
PGDBA, Finance
K.J. Somaiya COE 1998 — 2002
B.E., Electronics Engineering
University of Mumbai 1998 — 2002
B.E., Electronics
Meredith Wait Biery Meredith Wait Biery's Northern Trust Experience December 2012 - Present
Job Senior Account Manager, 2nd Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust December 2012 - Present
Skills
Wealth Management, Financial Analysis, Investments, Financial Services, Wealth, Finance, Financial Advisory
Education
University of Oklahoma - Price College of Business
Bachelor of Business Administration
Northern Trust December 2012 - Present
Skills
Wealth Management, Financial Analysis, Investments, Financial Services, Wealth, Finance, Financial Advisory
Education
University of Oklahoma - Price College of Business
Bachelor of Business Administration
Uche Ihiasota Uche Ihiasota's Northern Trust Experience March 2013 - Present
Job Derivatives Analyst at Northern Trust
Industry Financial Services
Experience
Northern Trust March 2013 - Present
Morgan Stanley August 2011 - March 2013
Ecolab March 2010 - June 2011
J.P. Morgan April 2009 - August 2009
Citigroup February 2008 - February 2009
Accredited Home Lenders June 2006 - August 2007
Skills
Reconciliations, Customer Service, Developing Client..., Client Retention, Client Relationship..., Excel, Pivot Tables, Microsoft Office, Lotus Notes, General Ledger..., Financial Operations, Energy Trading, Credit Derivatives, Equity Derivatives, Derivatives, Trading Floor, Mortgage Underwriting, Settlements, Options, Futures, Business Development, Microsoft Excel, CRM, Trading, Commodity Markets, Leadership, Settlement, Financial Services, Financial Analysis, Management, Finance, Financial Modeling, Sales
Education
University of Michigan 2001 — 2006
Bachelor of Science, Economics and General Biology
Northern Trust March 2013 - Present
Morgan Stanley August 2011 - March 2013
Ecolab March 2010 - June 2011
J.P. Morgan April 2009 - August 2009
Citigroup February 2008 - February 2009
Accredited Home Lenders June 2006 - August 2007
Skills
Reconciliations, Customer Service, Developing Client..., Client Retention, Client Relationship..., Excel, Pivot Tables, Microsoft Office, Lotus Notes, General Ledger..., Financial Operations, Energy Trading, Credit Derivatives, Equity Derivatives, Derivatives, Trading Floor, Mortgage Underwriting, Settlements, Options, Futures, Business Development, Microsoft Excel, CRM, Trading, Commodity Markets, Leadership, Settlement, Financial Services, Financial Analysis, Management, Finance, Financial Modeling, Sales
Education
University of Michigan 2001 — 2006
Bachelor of Science, Economics and General Biology
Matthew Toms's Northern Trust Experience 2000 - 2007
Job Head of U.S. Public Fixed Income at ING Investment Management
Industry Investment Management
Experience
Voya Investment Management September 2009 - Present
Calamos Investments March 2007 - September 2009
Northern Trust 2000 - 2007
Lincoln Financial Group May 1994 - May 2000
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
BBA, Business
Voya Investment Management September 2009 - Present
Calamos Investments March 2007 - September 2009
Northern Trust 2000 - 2007
Lincoln Financial Group May 1994 - May 2000
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
BBA, Business
Andrea Moody Andrea Moody's Northern Trust Experience December 1992 - Present
Job Senior Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust December 1992 - Present
NBMBAA 1992 - Present
The Northern Trust Company 2008 - 2014
The Northern Trus Company 2007 - 2014
Freddie Mac June 1991 - August 1991
Champion International Corporation January 1988 - June 1990
Skills
Leadership, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Auditing, Banking, Customer Satisfaction, Equities, Financial Analysis, Financial Services, Fixed Income, Investments, Management, Morningstar, Morningstar Direct, New Business Development, Portfolio Management, Process Engineering, Process Improvement, Risk Management, Securities, Strategic Planning, Testing
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1992
MBA, Finance
Howard University 1984 — 1987
BBA, Computer-Based Information Systems
Northern Trust December 1992 - Present
NBMBAA 1992 - Present
The Northern Trust Company 2008 - 2014
The Northern Trus Company 2007 - 2014
Freddie Mac June 1991 - August 1991
Champion International Corporation January 1988 - June 1990
Skills
Leadership, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Auditing, Banking, Customer Satisfaction, Equities, Financial Analysis, Financial Services, Fixed Income, Investments, Management, Morningstar, Morningstar Direct, New Business Development, Portfolio Management, Process Engineering, Process Improvement, Risk Management, Securities, Strategic Planning, Testing
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1992
MBA, Finance
Howard University 1984 — 1987
BBA, Computer-Based Information Systems
Carolina Menendez Carolina Menendez's Northern Trust Experience October 2006 - June 2015
Job Senior Vice President, Wealth Management at Sabadell United Bank
Industry Financial Services
Experience
Sabadell United Bank June 2015 - Present
Northern Trust October 2006 - June 2015
SunTrust Bank January 2004 - October 2006
SunTrust Bank April 2003 - January 2004
SunTrust Bank June 2002 - April 2003
Greater Miami Chamber of Commerce June 2001 - June 2002
Skills
Banking, Credit, Credit Analysis, Commercial Lending, Loans, Portfolio Management, Financial Analysis, Strategic Financial..., Risk Management, Wealth Management..., Private Banking, Finance, Financial Services, Wealth Management, Commercial Banking, Financial Structuring
Education
University of Miami - School of Business 1997 — 2001
Bba, International finance and marketing, cum-laude
Carrollton School of the Sacred Heart 1986 — 1997
Sabadell United Bank June 2015 - Present
Northern Trust October 2006 - June 2015
SunTrust Bank January 2004 - October 2006
SunTrust Bank April 2003 - January 2004
SunTrust Bank June 2002 - April 2003
Greater Miami Chamber of Commerce June 2001 - June 2002
Skills
Banking, Credit, Credit Analysis, Commercial Lending, Loans, Portfolio Management, Financial Analysis, Strategic Financial..., Risk Management, Wealth Management..., Private Banking, Finance, Financial Services, Wealth Management, Commercial Banking, Financial Structuring
Education
University of Miami - School of Business 1997 — 2001
Bba, International finance and marketing, cum-laude
Carrollton School of the Sacred Heart 1986 — 1997
Novis Gray Novis Gray's Northern Trust Experience November 1988 - January 2009
Job Administrative Assistant
Industry Banking
Experience
Northern Trust November 1988 - January 2009
Northern Trust Bank November 1988 - January 2009
Northern Trust Bank January 2000 - January 2005
Northern Trust Bank January 1999 - January 2000
Northern Trust Bank January 1988 - January 1999
Skills
Problem Solving, Pay Close Attention to..., Microsoft Excel, Microsoft Word, PowerPoint, Lotus 123, Events, Banking, Administrative..., Editing, Marketing, Software Documentation, Accounting, Data Entry, Research, Spreadsheets, Event Planning, Fundraising, Asset Management, Recruiting, Accounts Receivable, Lotus Notes, Outlook, Teamwork
Education
University of Minnesota 1975 — 1978
Social Psychology
University of Minnesota-Twin Cities 1975 — 1978
Some College, Social Psychology
Washburn High School
High School Diploma, College Preparatory Courses
Northern Trust November 1988 - January 2009
Northern Trust Bank November 1988 - January 2009
Northern Trust Bank January 2000 - January 2005
Northern Trust Bank January 1999 - January 2000
Northern Trust Bank January 1988 - January 1999
Skills
Problem Solving, Pay Close Attention to..., Microsoft Excel, Microsoft Word, PowerPoint, Lotus 123, Events, Banking, Administrative..., Editing, Marketing, Software Documentation, Accounting, Data Entry, Research, Spreadsheets, Event Planning, Fundraising, Asset Management, Recruiting, Accounts Receivable, Lotus Notes, Outlook, Teamwork
Education
University of Minnesota 1975 — 1978
Social Psychology
University of Minnesota-Twin Cities 1975 — 1978
Some College, Social Psychology
Washburn High School
High School Diploma, College Preparatory Courses
Stephen Powaga Stephen Powaga's Northern Trust Experience July 2004 - February 2005
Job Growing Alternative Assets
Industry Biotechnology
Experience
Industrial Microbes April 2014 - Present
LS9, Inc. February 2012 - January 2014
284 Partners, LLC December 2010 - October 2011
Gencia, Corp August 2009 - September 2010
JMH Capital June 2009 - July 2009
Ocean Tomo December 2006 - July 2008
Ocean Tomo March 2005 - December 2006
Northern Trust July 2004 - February 2005
Lux Capital January 2004 - May 2004
Skills
Financial Modeling, Intellectual Property, Strategic Planning, Negotiation, Team Management, Valuation, Due Diligence, Venture Capital, Mergers, Financial Analysis, Analytics, New Hire Training, Business Strategy, Strategy, Private Equity
Education
University of Virginia Darden School of Business 2008 — 2010
University of Notre Dame 1999 — 2003
BS, Computer Science
Industrial Microbes April 2014 - Present
LS9, Inc. February 2012 - January 2014
284 Partners, LLC December 2010 - October 2011
Gencia, Corp August 2009 - September 2010
JMH Capital June 2009 - July 2009
Ocean Tomo December 2006 - July 2008
Ocean Tomo March 2005 - December 2006
Northern Trust July 2004 - February 2005
Lux Capital January 2004 - May 2004
Skills
Financial Modeling, Intellectual Property, Strategic Planning, Negotiation, Team Management, Valuation, Due Diligence, Venture Capital, Mergers, Financial Analysis, Analytics, New Hire Training, Business Strategy, Strategy, Private Equity
Education
University of Virginia Darden School of Business 2008 — 2010
University of Notre Dame 1999 — 2003
BS, Computer Science
John Lister John Lister's Northern Trust Experience May 2009 - August 2009
Job Student at University of Michigan Law School
Industry Law Practice
Experience
Latham & Watkins May 2012 - July 2012
Warner Norcross & Judd LLP May 2011 - August 2011
Northern Trust May 2009 - August 2009
Education
University of Michigan Law School 2010 — 2013
Doctor of Law (J.D.)
University of Michigan 2006 — 2010
Bachelor of Arts (B.A.), Economics
Latham & Watkins May 2012 - July 2012
Warner Norcross & Judd LLP May 2011 - August 2011
Northern Trust May 2009 - August 2009
Education
University of Michigan Law School 2010 — 2013
Doctor of Law (J.D.)
University of Michigan 2006 — 2010
Bachelor of Arts (B.A.), Economics
Jenny O'Neil Jenny O'Neil's Northern Trust Experience June 2012 - August 2012
Job Incoming Financial Analyst at The Walt Disney Company
Industry Entertainment
Experience
The Walt Disney Company November 2014 - Present
University of Michigan August 2011 - Present
Deloitte April 2014 - August 2014
Northern Trust Corporation June 2013 - August 2013
Northern Trust June 2012 - August 2012
Lakeside Cabins Resort May 2010 - August 2011
Lakeside Cabins Resort June 2009 - August 2011
Vacation Home Finders June 2009 - August 2011
Skills
PowerPoint, Microsoft Excel, Marketing, Finance, Customer Satisfaction, Communication, Social Media, Public Speaking, Microsoft Word, Research, Microsoft Office
Education
University of Michigan 2011 — 2015
Bachelor of Business Administration (B.B.A.), Sophomore
Saint Ignatius College Prep 2007 — 2011
Honors Diploma
The Walt Disney Company November 2014 - Present
University of Michigan August 2011 - Present
Deloitte April 2014 - August 2014
Northern Trust Corporation June 2013 - August 2013
Northern Trust June 2012 - August 2012
Lakeside Cabins Resort May 2010 - August 2011
Lakeside Cabins Resort June 2009 - August 2011
Vacation Home Finders June 2009 - August 2011
Skills
PowerPoint, Microsoft Excel, Marketing, Finance, Customer Satisfaction, Communication, Social Media, Public Speaking, Microsoft Word, Research, Microsoft Office
Education
University of Michigan 2011 — 2015
Bachelor of Business Administration (B.B.A.), Sophomore
Saint Ignatius College Prep 2007 — 2011
Honors Diploma
Steven Mao Steven Mao's Northern Trust Experience August 2011 - November 2013
Job Financial Analyst at PepsiCo
Industry Consumer Goods
Experience
PepsiCo November 2013 - Present
Northern Trust August 2011 - November 2013
PricewaterhouseCoopers June 2009 - August 2009
Graco May 2007 - June 2007
Skills
Credit, Credit Analysis, Underwriting, Bloomberg, Financial Analysis, Banking, Accounting, Commercial Banking
Education
University of Michigan
PepsiCo November 2013 - Present
Northern Trust August 2011 - November 2013
PricewaterhouseCoopers June 2009 - August 2009
Graco May 2007 - June 2007
Skills
Credit, Credit Analysis, Underwriting, Bloomberg, Financial Analysis, Banking, Accounting, Commercial Banking
Education
University of Michigan
Chris Behm Chris Behm's Northern Trust Experience August 2007 - Present
Job Private Banking Officer at Northern Trust
Industry Banking
Experience
Northern Trust August 2007 - Present
Regions Bank August 2006 - June 2007
First Citizens National Bank July 1999 - August 2006
Wells Fargo Bank June 1993 - July 1999
Skills
Mortgage Lending, Loans, Credit Analysis, Credit, Commercial Banking, Commercial Lending, Banking, Asset Management, Real Estate, Consumer Lending, Portfolio Management, Loan Origination, Investments, Underwriting, Private Banking
Education
University of Northern Iowa 1980 — 1984
BA, Food Nutrition / Business
HLV
Northern Trust August 2007 - Present
Regions Bank August 2006 - June 2007
First Citizens National Bank July 1999 - August 2006
Wells Fargo Bank June 1993 - July 1999
Skills
Mortgage Lending, Loans, Credit Analysis, Credit, Commercial Banking, Commercial Lending, Banking, Asset Management, Real Estate, Consumer Lending, Portfolio Management, Loan Origination, Investments, Underwriting, Private Banking
Education
University of Northern Iowa 1980 — 1984
BA, Food Nutrition / Business
HLV
Katie O'Neill's Northern Trust Experience March 2011 - Present
Job
Industry Financial Services
Experience
Northern Trust March 2011 - Present
Skills
Performance Management, Employee Relations, Talent Management, Organizational Design, Human Resources, Employee Engagement, Succession Planning, Deferred Compensation, Personnel Management, Leadership, Leadership Development, Change Management, Incentive Programs, Management, Recruiting
Education
University of Notre Dame - Mendoza College of Business 1999 — 2001
MBA
University of Notre Dame 1994 — 1998
BA
Northern Trust March 2011 - Present
Skills
Performance Management, Employee Relations, Talent Management, Organizational Design, Human Resources, Employee Engagement, Succession Planning, Deferred Compensation, Personnel Management, Leadership, Leadership Development, Change Management, Incentive Programs, Management, Recruiting
Education
University of Notre Dame - Mendoza College of Business 1999 — 2001
MBA
University of Notre Dame 1994 — 1998
BA
Joseph DiMauro Joseph DiMauro's Northern Trust Experience November 2011 - Present
Job Wealth Strategist at Northern Trust
Industry Investment Management
Experience
Northern Trust November 2011 - Present
Consultant March 2009 - November 2011
AllianceBernstein March 2006 - March 2009
OppenheimerFunds November 1998 - March 2006
NBD May 1988 - November 1998
Skills
Sales Management, Retirement Plans, Investments, Retirement, Investment Management, Asset Management, Financial Advisory, Financial Services, Risk Management, Strategy, High Net Worth..., Finance, Wealth, Strategic Planning, Financial Markets, Employee Benefits, Sales, Retirement Planning
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Michigan 1982 — 1986
BA, Economics
Northern Trust November 2011 - Present
Consultant March 2009 - November 2011
AllianceBernstein March 2006 - March 2009
OppenheimerFunds November 1998 - March 2006
NBD May 1988 - November 1998
Skills
Sales Management, Retirement Plans, Investments, Retirement, Investment Management, Asset Management, Financial Advisory, Financial Services, Risk Management, Strategy, High Net Worth..., Finance, Wealth, Strategic Planning, Financial Markets, Employee Benefits, Sales, Retirement Planning
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Michigan 1982 — 1986
BA, Economics
Eileen Trost Eileen Trost's Northern Trust Experience March 1993 - September 1995
Job Partner at Freeborn & Peters LLP
Industry Law Practice
Experience
Freeborn & Peters LLP May 2010 - Present
K&L Gates, LLP March 2009 - May 2010
Bell, Boyd & Lloyd December 2006 - March 2009
Sonnenschein Nath & Rosenthal LLP September 1995 - December 2006
Northern Trust March 1993 - September 1995
McDermott Will and Emery March 1976 - March 1993
Skills
Succession Planning, Wealth, Trusts, Retirement Planning, Estate Law, High Net Worth..., Tax, Financial Planners, Income Tax, Wealth Management, Estate Planning, Estate Administration, Tax Law, Estate Tax Planning, Appeals, Corporate Law, Commercial Litigation, Wills, Business Transactions, Litigation, Powers of Attorney, Torts, Bankruptcy, Arbitration, Alternative Dispute..., Class Actions, Trial Practice, Guardianship, Civil Litigation, Legal Writing, Mediation, Legal Research, Legal Issues, Intellectual Property, Financial Planning
Education
University of Minnesota-Twin Cities 1972 — 1976
J.D., Law, cum laude
Shimer College 1969 — 1972
B.A., General Studies, with great distinction
Freeborn & Peters LLP May 2010 - Present
K&L Gates, LLP March 2009 - May 2010
Bell, Boyd & Lloyd December 2006 - March 2009
Sonnenschein Nath & Rosenthal LLP September 1995 - December 2006
Northern Trust March 1993 - September 1995
McDermott Will and Emery March 1976 - March 1993
Skills
Succession Planning, Wealth, Trusts, Retirement Planning, Estate Law, High Net Worth..., Tax, Financial Planners, Income Tax, Wealth Management, Estate Planning, Estate Administration, Tax Law, Estate Tax Planning, Appeals, Corporate Law, Commercial Litigation, Wills, Business Transactions, Litigation, Powers of Attorney, Torts, Bankruptcy, Arbitration, Alternative Dispute..., Class Actions, Trial Practice, Guardianship, Civil Litigation, Legal Writing, Mediation, Legal Research, Legal Issues, Intellectual Property, Financial Planning
Education
University of Minnesota-Twin Cities 1972 — 1976
J.D., Law, cum laude
Shimer College 1969 — 1972
B.A., General Studies, with great distinction
Richard J. (Rick) Goodwin Richard J. (Rick) Goodwin's Northern Trust Experience February 2000 - Present
Job Vice President and Senior Portfolio Manager at The Northern Trust Company
Industry Financial Services
Experience
Northern Trust February 2000 - Present
Bank One and Bank One Securities Corporation (dual employment) 1997 - January 2000
First Chicago NBD Corporation 1994 - 1997
NBD Bank 1986 - 1994
U.S. Department of Housing and Urban Development 1973 - 1986
Skills
High Net Worth..., Financial Advisory, Wealth Management, Investment Management, Asset Allocation, Fixed Income, Equities, Alternative Investments, Trust Services, Retirement
Education
University of Michigan
Bachelor of Arts (B.A.)
University of Michigan - Stephen M. Ross School of Business
M.B.A.
University of North Carolina at Chapel Hill
Master of Regional Planning, City & Regional Planning
Northern Trust February 2000 - Present
Bank One and Bank One Securities Corporation (dual employment) 1997 - January 2000
First Chicago NBD Corporation 1994 - 1997
NBD Bank 1986 - 1994
U.S. Department of Housing and Urban Development 1973 - 1986
Skills
High Net Worth..., Financial Advisory, Wealth Management, Investment Management, Asset Allocation, Fixed Income, Equities, Alternative Investments, Trust Services, Retirement
Education
University of Michigan
Bachelor of Arts (B.A.)
University of Michigan - Stephen M. Ross School of Business
M.B.A.
University of North Carolina at Chapel Hill
Master of Regional Planning, City & Regional Planning
Jonathan Yu Jonathan Yu's Northern Trust Experience June 2013 - August 2013
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2015 - Present
Goldman Sachs June 2014 - August 2014
Northern Trust June 2013 - August 2013
Grosvenor Capital Management, L.P May 2013 - May 2013
Skills
Microsoft Excel, PowerPoint, Matlab, Financial Accounting, Finance, Economics, Business Statistics, Fundamental Analysis, Financial Modeling, Financial Analysis, Poker, Networking, Valuation, Statistics
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Adlai E. Stevenson High School 2007 — 2011
Goldman Sachs July 2015 - Present
Goldman Sachs June 2014 - August 2014
Northern Trust June 2013 - August 2013
Grosvenor Capital Management, L.P May 2013 - May 2013
Skills
Microsoft Excel, PowerPoint, Matlab, Financial Accounting, Finance, Economics, Business Statistics, Fundamental Analysis, Financial Modeling, Financial Analysis, Poker, Networking, Valuation, Statistics
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Adlai E. Stevenson High School 2007 — 2011
Molly Gantner's Northern Trust Experience November 2010 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Northern Trust November 2010 - Present
Skills
Financial Analysis, Bloomberg, Credit, Banking, Fixed Income
Education
DePaul University
MBA, Finance
University of Notre Dame
BBA, Finance
Northern Trust November 2010 - Present
Skills
Financial Analysis, Bloomberg, Credit, Banking, Fixed Income
Education
DePaul University
MBA, Finance
University of Notre Dame
BBA, Finance
Carol B. Conklin Carol B. Conklin's Northern Trust Experience 2006 - 2012
Job Vice President/Senior Loan Reviewer at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank September 2012 - Present
Northern Trust 2006 - 2012
GMAC Commercial Mortgage/Capmark Finance, Inc. 2001 - 2005
GMAC Commercial Mortgage/Capmark Finance, Inc. 1998 - 2001
Credit Lyonnais 1994 - 1998
The First National Bank of Chicago/JPMorgan Chase 1985 - 1994
Skills
Real Estate Finance, New Business Development, Complex Transaction..., Institutional Sales, Credit Analysis, Middle Market and..., Construction Loans, Bridge Loans, Loan Restructuring, Loan Work-outs, Loans, Financial Risk, Real Estate Economics, Financial Structuring, Investments, Portfolio Management, Syndications, Commercial Real Estate, Negotiation, Commercial Lending, Finance, Real Estate, Real Estate Financing, Financial Services, Commercial Mortgages, Treasury Management, Structured Finance, Equities, Credit, Business Development, Asset Management, Credit Risk, Banking, Underwriting, Securities, Valuation, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Finance/Management
University of Virginia - McIntire School of Commerce
BS Commerce, Finance/Management
BMO Harris Bank September 2012 - Present
Northern Trust 2006 - 2012
GMAC Commercial Mortgage/Capmark Finance, Inc. 2001 - 2005
GMAC Commercial Mortgage/Capmark Finance, Inc. 1998 - 2001
Credit Lyonnais 1994 - 1998
The First National Bank of Chicago/JPMorgan Chase 1985 - 1994
Skills
Real Estate Finance, New Business Development, Complex Transaction..., Institutional Sales, Credit Analysis, Middle Market and..., Construction Loans, Bridge Loans, Loan Restructuring, Loan Work-outs, Loans, Financial Risk, Real Estate Economics, Financial Structuring, Investments, Portfolio Management, Syndications, Commercial Real Estate, Negotiation, Commercial Lending, Finance, Real Estate, Real Estate Financing, Financial Services, Commercial Mortgages, Treasury Management, Structured Finance, Equities, Credit, Business Development, Asset Management, Credit Risk, Banking, Underwriting, Securities, Valuation, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Finance/Management
University of Virginia - McIntire School of Commerce
BS Commerce, Finance/Management
Laura Laberee Laura Laberee's Northern Trust Experience September 2010 - Present
Job Senior Fiduciary Manager at Northern Trust
Industry Banking
Experience
Northern Trust September 2010 - Present
Wells Fargo, Wealth Management Group 2004 - January 2011
Wells Fargo 2004 - 2010
JP Morgan July 1999 - June 2004
Comerica Bank 1997 - 1998
Education
Abraham Lincoln University Law School
University of North Texas
BBA, Finance
Northern Trust September 2010 - Present
Wells Fargo, Wealth Management Group 2004 - January 2011
Wells Fargo 2004 - 2010
JP Morgan July 1999 - June 2004
Comerica Bank 1997 - 1998
Education
Abraham Lincoln University Law School
University of North Texas
BBA, Finance
Rob Dwortz Rob Dwortz's Northern Trust Experience August 1992 - December 1996
Job With the sale of The Bank of Holland to Chemical Bank as of 5/31/15, I have moved on to new adventures.
Industry Financial Services
Experience
Independent and available June 2015 - Present
Strength Property Partners, LLC June 2006 - Present
The Bank of Holland November 2011 - May 2015
Strength Property Partners, LP June 2006 - December 2014
National City Bank June 2001 - June 2006
National City Bank June 2001 - June 2003
Bank of America December 1996 - June 2000
Northern Trust August 1992 - December 1996
Skills
Real Estate Financing, Community Development, Due Diligence, Investments, Mergers & Acquisitions, Entrepreneurship, Real Estate Development, Mergers, Commercial Lending, Real Estate, Private Equity, Strategy, Financial Structuring, Finance, Restructuring, Funding, Start-ups, Loans
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
Masters, Business Administration
University of Michigan 1988 — 1992
BA, Economics
Independent and available June 2015 - Present
Strength Property Partners, LLC June 2006 - Present
The Bank of Holland November 2011 - May 2015
Strength Property Partners, LP June 2006 - December 2014
National City Bank June 2001 - June 2006
National City Bank June 2001 - June 2003
Bank of America December 1996 - June 2000
Northern Trust August 1992 - December 1996
Skills
Real Estate Financing, Community Development, Due Diligence, Investments, Mergers & Acquisitions, Entrepreneurship, Real Estate Development, Mergers, Commercial Lending, Real Estate, Private Equity, Strategy, Financial Structuring, Finance, Restructuring, Funding, Start-ups, Loans
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
Masters, Business Administration
University of Michigan 1988 — 1992
BA, Economics
Deneen (Gomez) Morgia Deneen (Gomez) Morgia's Northern Trust Experience 2002 - 2006
Job First Vice President, Private Wealth Management at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank October 2006 - Present
Northern Trust 2002 - 2006
Bank of America 1990 - 2002
Barnett Bank June 1990 - October 1998
Education
University of Miami - School of Business 1988 — 1990
BBA, Finance
SunTrust Bank October 2006 - Present
Northern Trust 2002 - 2006
Bank of America 1990 - 2002
Barnett Bank June 1990 - October 1998
Education
University of Miami - School of Business 1988 — 1990
BBA, Finance
David Pankiewicz David Pankiewicz's Northern Trust Experience May 2011 - August 2011
Job Recent Wharton Graduate
Industry Computer Software
Experience
ElectNext June 2013 - August 2013
Upgrade Capital May 2012 - August 2012
Northern Trust May 2011 - August 2011
Education
University of Pennsylvania - The Wharton School
B.S. Economics, Finance, Information Systems (Operations & Information Management)
ElectNext June 2013 - August 2013
Upgrade Capital May 2012 - August 2012
Northern Trust May 2011 - August 2011
Education
University of Pennsylvania - The Wharton School
B.S. Economics, Finance, Information Systems (Operations & Information Management)
Ying Chan, CFA Ying Chan, CFA's Northern Trust Experience May 2006 - May 2007
Job Vice President at Lloyds Banking Group
Industry Financial Services
Experience
Lloyds Banking Group August 2014 - Present
Standard & Poor's May 2007 - August 2014
Northern Trust May 2006 - May 2007
Skills
Fixed Income, Bloomberg, Derivatives, Equities, Capital Markets, Credit Risk, Credit Analysis, Valuation, Corporate Finance
Education
University of Michigan 2002 — 2006
Bachelor of Arts, Economics, Mathematics
Bronx High School of Science 1998 — 2002
Lloyds Banking Group August 2014 - Present
Standard & Poor's May 2007 - August 2014
Northern Trust May 2006 - May 2007
Skills
Fixed Income, Bloomberg, Derivatives, Equities, Capital Markets, Credit Risk, Credit Analysis, Valuation, Corporate Finance
Education
University of Michigan 2002 — 2006
Bachelor of Arts, Economics, Mathematics
Bronx High School of Science 1998 — 2002
Nicholas Koehler Nicholas Koehler's Northern Trust Experience April 2013 - April 2015
Job Investment Associate at RVK, Inc.
Industry Investment Management
Experience
RVK, Inc. May 2015 - Present
Northern Trust April 2013 - April 2015
LPL Financial February 2013 - April 2013
Illumina December 2012 - February 2013
Thomson Reuters June 2012 - November 2012
Tang Capital Management May 2012 - June 2012
Xponential Growth Solutions June 2010 - August 2010
Pacific Ethanol inc June 2009 - August 2009
Skills
Investments, Financial Analysis, Financial Modeling, Portfolio Management, Social Networking, Leadership, Alternative Investments, Private Equity, Business Ethics, Superior Client Service, Hedge Funds, Financial Economics, Derivatives, Investment Banking, Investment Management, Public Speaking, Finance, Portfolio Optimization, Wealth Management, Business Development, Fixed Income Analysis, Client Services, Financial Advisory, Financial Planning, Social Media, Quantitative Finance, Microeconomics, Macroeconomics, Marketing, Graphic Design, Social Media Marketing, Marketing Communications, Marketing Strategy, Pitch Books, Presentations, Branding, Entrepreneurship, Strategic Planning, Venture Capital
Education
San Diego State University 2007 — 2012
BA degree, Business Administration Finance
Oxford University 2010 — 2011
Geopolitics, International Government
Davis Senior High School 2005 — 2007
RVK, Inc. May 2015 - Present
Northern Trust April 2013 - April 2015
LPL Financial February 2013 - April 2013
Illumina December 2012 - February 2013
Thomson Reuters June 2012 - November 2012
Tang Capital Management May 2012 - June 2012
Xponential Growth Solutions June 2010 - August 2010
Pacific Ethanol inc June 2009 - August 2009
Skills
Investments, Financial Analysis, Financial Modeling, Portfolio Management, Social Networking, Leadership, Alternative Investments, Private Equity, Business Ethics, Superior Client Service, Hedge Funds, Financial Economics, Derivatives, Investment Banking, Investment Management, Public Speaking, Finance, Portfolio Optimization, Wealth Management, Business Development, Fixed Income Analysis, Client Services, Financial Advisory, Financial Planning, Social Media, Quantitative Finance, Microeconomics, Macroeconomics, Marketing, Graphic Design, Social Media Marketing, Marketing Communications, Marketing Strategy, Pitch Books, Presentations, Branding, Entrepreneurship, Strategic Planning, Venture Capital
Education
San Diego State University 2007 — 2012
BA degree, Business Administration Finance
Oxford University 2010 — 2011
Geopolitics, International Government
Davis Senior High School 2005 — 2007
Katherine Tully's Northern Trust Experience June 2012 - August 2012
Job Incoming Analyst at J.P. Morgan
Industry
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
J.P. Morgan June 2013 - August 2013
Northern Trust June 2012 - August 2012
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
J.P. Morgan June 2013 - August 2013
Northern Trust June 2012 - August 2012
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Karen N. Spears's Northern Trust Experience June 2012 - August 2012
Job Brand Assistant at Creatively Flawless
Industry Marketing and Advertising
Experience
MU Craft Studio August 2015 - Present
Kareracter August 2015 - Present
James R. Jordan Foundation International June 2015 - Present
Let's Vibe January 2015 - Present
Creatively Flawless Branding Agency June 2015 - August 2015
Google July 2014 - June 2015
A Way with Words and Numbers September 2013 - May 2015
Chicago Scholars Foundation June 2014 - August 2014
Daniel Murphy Scholarship 2009 - 2013
Northern Trust June 2012 - August 2012
Skills
Creativity, Organization, Wit, Time Management, Analytical Skills, Diligent, Goal Oriented, Social Skills, Integrity, Volunteering, Teamwork, Leadership, Critical Thinking, People Skills, Team-oriented, Asset, Information Systems, Business, Business Services, Public Speaking, Microsoft Excel, Social Media, Microsoft Office, Customer Service, Event Planning, Community Outreach, Social Networking, Research
Education
University of Missouri-Columbia 2013 — 2017
Communications, Pre-Journalism, Strategic Communication
Mother McAuley 2009 — 2013
Diploma, General Education
MU Craft Studio August 2015 - Present
Kareracter August 2015 - Present
James R. Jordan Foundation International June 2015 - Present
Let's Vibe January 2015 - Present
Creatively Flawless Branding Agency June 2015 - August 2015
Google July 2014 - June 2015
A Way with Words and Numbers September 2013 - May 2015
Chicago Scholars Foundation June 2014 - August 2014
Daniel Murphy Scholarship 2009 - 2013
Northern Trust June 2012 - August 2012
Skills
Creativity, Organization, Wit, Time Management, Analytical Skills, Diligent, Goal Oriented, Social Skills, Integrity, Volunteering, Teamwork, Leadership, Critical Thinking, People Skills, Team-oriented, Asset, Information Systems, Business, Business Services, Public Speaking, Microsoft Excel, Social Media, Microsoft Office, Customer Service, Event Planning, Community Outreach, Social Networking, Research
Education
University of Missouri-Columbia 2013 — 2017
Communications, Pre-Journalism, Strategic Communication
Mother McAuley 2009 — 2013
Diploma, General Education
Jake Berger Jake Berger's Northern Trust Experience April 2013 - July 2015
Job Product Controller at PTAM (PT Asset Management, LLC)
Industry Financial Services
Experience
PTAM (PT Asset Management, LLC) July 2015 - Present
Northern Trust April 2013 - July 2015
PricewaterhouseCoopers July 2012 - April 2013
PwC September 2009 - June 2012
Dixon Hughes PLLC May 2007 - August 2007
Skills
US GAAP, Financial Reporting, Internal Controls, Accounting, Auditing, CPA, GAAP, Financial Accounting, Sarbanes-Oxley Act, Financial Analysis, Assurance, IFRS, Microsoft Excel, External Audit, Financial Statements, Microsoft Office, Financial Modeling, Big 4, Sarbanes-Oxley
Education
University of Notre Dame - Mendoza College of Business 2008 — 2009
MSA, Accounting
University of South Carolina - Darla Moore School of Business 2004 — 2008
BSBA, Accounting, International Business
Saint Ignatius College Prep 2000 — 2004
PTAM (PT Asset Management, LLC) July 2015 - Present
Northern Trust April 2013 - July 2015
PricewaterhouseCoopers July 2012 - April 2013
PwC September 2009 - June 2012
Dixon Hughes PLLC May 2007 - August 2007
Skills
US GAAP, Financial Reporting, Internal Controls, Accounting, Auditing, CPA, GAAP, Financial Accounting, Sarbanes-Oxley Act, Financial Analysis, Assurance, IFRS, Microsoft Excel, External Audit, Financial Statements, Microsoft Office, Financial Modeling, Big 4, Sarbanes-Oxley
Education
University of Notre Dame - Mendoza College of Business 2008 — 2009
MSA, Accounting
University of South Carolina - Darla Moore School of Business 2004 — 2008
BSBA, Accounting, International Business
Saint Ignatius College Prep 2000 — 2004
Victor Berrizbeitia Victor Berrizbeitia's Northern Trust Experience March 2009 - June 2012
Job Executive Project Manager at Millicom
Industry Entertainment
Experience
Millicom August 2014 - Present
IESE Business School September 2012 - May 2014
Egon Zehnder June 2013 - August 2013
Northern Trust March 2009 - June 2012
Skills
Latin America, Spanish, Business Analysis, Economics, Investments, Project Management, Business Strategy, Team Leadership, Strategy, Mobile Devices, Business Development, Marketing Strategy
Education
IESE Business School - University of Navarra 2012 — 2014
Master of Business Administration (MBA)
University of Virginia Darden School of Business 2014 — 2014
Master of Business Administration (MBA) Exchange
University of Miami 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, Economics, History
Millicom August 2014 - Present
IESE Business School September 2012 - May 2014
Egon Zehnder June 2013 - August 2013
Northern Trust March 2009 - June 2012
Skills
Latin America, Spanish, Business Analysis, Economics, Investments, Project Management, Business Strategy, Team Leadership, Strategy, Mobile Devices, Business Development, Marketing Strategy
Education
IESE Business School - University of Navarra 2012 — 2014
Master of Business Administration (MBA)
University of Virginia Darden School of Business 2014 — 2014
Master of Business Administration (MBA) Exchange
University of Miami 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, Economics, History
Matt Obringer's Northern Trust Experience March 2009 - July 2010
Job Director, Client Experience at Forcura
Industry Information Technology and Services
Experience
Forcura April 2015 - Present
Advent Software August 2012 - April 2015
Advent Software/Black Diamond Performance Reporting, LLC October 2010 - July 2012
Northern Trust March 2009 - July 2010
Goldman Sachs April 2007 - November 2008
Education
University of Notre Dame - Mendoza College of Business 2004 — 2005
MSA, Master of Science in Accountancy
University of Notre Dame 2000 — 2004
BBA, Accounting
Forcura April 2015 - Present
Advent Software August 2012 - April 2015
Advent Software/Black Diamond Performance Reporting, LLC October 2010 - July 2012
Northern Trust March 2009 - July 2010
Goldman Sachs April 2007 - November 2008
Education
University of Notre Dame - Mendoza College of Business 2004 — 2005
MSA, Master of Science in Accountancy
University of Notre Dame 2000 — 2004
BBA, Accounting
Gilbert Segovia Gilbert Segovia's Northern Trust Experience November 2009 - Present
Job Managing Director at Northern Trust
Industry Financial Services
Experience
Northern Trust November 2009 - Present
LaSalle Bank April 2001 - November 2009
Old Kent Bank October 1994 - April 2001
Education
University of Michigan 1977 — 1981
Bachelor of Arts, Economics
Northern Trust November 2009 - Present
LaSalle Bank April 2001 - November 2009
Old Kent Bank October 1994 - April 2001
Education
University of Michigan 1977 — 1981
Bachelor of Arts, Economics
Rebecca Herrman's Northern Trust Experience November 2012 - Present
Job Accounting Policy and Research at Northern Trust
Industry Banking
Experience
Northern Trust November 2012 - Present
KPMG February 2011 - November 2012
Governmental Accounting Standards Board (GASB) January 2010 - December 2010
Skills
US GAAP, Accounting Research
Education
University of Notre Dame 2009 — 2010
Master of Science (MS), Accounting
University of Notre Dame 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
Northern Trust November 2012 - Present
KPMG February 2011 - November 2012
Governmental Accounting Standards Board (GASB) January 2010 - December 2010
Skills
US GAAP, Accounting Research
Education
University of Notre Dame 2009 — 2010
Master of Science (MS), Accounting
University of Notre Dame 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
Michael Pawelko Michael Pawelko's Northern Trust Experience February 2013 - December 2014
Job Senior Project Manager at Kellogg Company
Industry Information Technology and Services
Experience
Kellogg Company January 2015 - Present
Northern Trust February 2013 - December 2014
Health Resources Alliance September 2010 - December 2012
Health Resources Alliance June 2006 - September 2010
Health Resources Alliance January 2002 - June 2006
Health Resources Alliance August 1999 - January 2002
Health Resources Alliance April 1998 - August 1999
PacifiCare Health Systems March 1996 - April 1998
PacifiCare Health Systems January 1995 - March 1996
PacifiCare Health Systems April 1993 - January 1995
Skills
Operations Management, Project Management, Vendor Management, Policy Writing, Network Administration, Strategic Planning, Financial Reporting, Technical Sales, Communication, Customer Presentations, Staff Management, Server Administration, Operating Budgets, Phone System..., Computer Maintenance, Data Backup Solutions, Financial Statements, IT Operations, IT Audit, LAN-WAN, Training, Help Desk Implementation, Disaster Recovery, Microsoft SQL Server, Citrix, VMware, Management Presentations, Accounting, Billing, Process Documentation, Leading Meetings, Making Deadlines, Data Migration, Asset Managment, SAN, Healthcare, Vendor Relationships, Microsoft Exchange, Critical Thinking, Customer Service, Technical Support, Forecasting, IT Capital Planning, Firewalls, Business Continuity, Data Center, IT Management, Sales, Invoicing, Documentations
Education
University of Missouri-Columbia
Bachelor of Science (BS), Accounting
Kellogg Company January 2015 - Present
Northern Trust February 2013 - December 2014
Health Resources Alliance September 2010 - December 2012
Health Resources Alliance June 2006 - September 2010
Health Resources Alliance January 2002 - June 2006
Health Resources Alliance August 1999 - January 2002
Health Resources Alliance April 1998 - August 1999
PacifiCare Health Systems March 1996 - April 1998
PacifiCare Health Systems January 1995 - March 1996
PacifiCare Health Systems April 1993 - January 1995
Skills
Operations Management, Project Management, Vendor Management, Policy Writing, Network Administration, Strategic Planning, Financial Reporting, Technical Sales, Communication, Customer Presentations, Staff Management, Server Administration, Operating Budgets, Phone System..., Computer Maintenance, Data Backup Solutions, Financial Statements, IT Operations, IT Audit, LAN-WAN, Training, Help Desk Implementation, Disaster Recovery, Microsoft SQL Server, Citrix, VMware, Management Presentations, Accounting, Billing, Process Documentation, Leading Meetings, Making Deadlines, Data Migration, Asset Managment, SAN, Healthcare, Vendor Relationships, Microsoft Exchange, Critical Thinking, Customer Service, Technical Support, Forecasting, IT Capital Planning, Firewalls, Business Continuity, Data Center, IT Management, Sales, Invoicing, Documentations
Education
University of Missouri-Columbia
Bachelor of Science (BS), Accounting
Robert Tinkham Robert Tinkham's Northern Trust Experience April 2011 - April 2012
Job Sr. Treasury Analyst at Valspar
Industry Financial Services
Experience
Valspar June 2015 - Present
Valspar May 2014 - August 2014
Northland Securities April 2012 - April 2013
Northern Trust April 2011 - April 2012
Carlson Marketing March 2010 - April 2011
Skills
Equity Research, Finance, Financial Modeling, Valuation, Equities, Private Equity, Securities, Financial Services, Leadership, Data Analysis
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master of Business Administration (MBA), Finance
University of Wisconsin-Madison - School of Business 2005 — 2009
BBA, Finance
Valspar June 2015 - Present
Valspar May 2014 - August 2014
Northland Securities April 2012 - April 2013
Northern Trust April 2011 - April 2012
Carlson Marketing March 2010 - April 2011
Skills
Equity Research, Finance, Financial Modeling, Valuation, Equities, Private Equity, Securities, Financial Services, Leadership, Data Analysis
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master of Business Administration (MBA), Finance
University of Wisconsin-Madison - School of Business 2005 — 2009
BBA, Finance
Laura Feld Laura Feld's Northern Trust Experience January 2006 - March 2011
Job Financial Services Professional
Industry Financial Services
Experience
Northern Trust January 2006 - March 2011
Aon Hewitt July 2004 - January 2006
Aon Hewitt September 2001 - July 2004
Skills
401k, Project Management, Defined Contribution, Benefits Administration, Problem Solving, Analysis, Employee Benefits, Microsoft Office, Training, Recordkeeping, Behavioral Interviewing
Education
University of Michigan 1997 — 2001
Bachelors of Arts, Economics
Northern Trust January 2006 - March 2011
Aon Hewitt July 2004 - January 2006
Aon Hewitt September 2001 - July 2004
Skills
401k, Project Management, Defined Contribution, Benefits Administration, Problem Solving, Analysis, Employee Benefits, Microsoft Office, Training, Recordkeeping, Behavioral Interviewing
Education
University of Michigan 1997 — 2001
Bachelors of Arts, Economics
Sheri Hawkins, CFA's Northern Trust Experience 2010 - Present
Job Senior Vice President & Chief Financial Officer of Asset Management
Industry Financial Services
Experience
Northern Trust 2010 - Present
Northern Trust Global Investments 2003 - 2010
Northern Trust Global Investments 2000 - 2010
Education
Illinois Institute of Technology, Stuart School of Business 1995 — 1997
MS, Financial Markets & Trading
University of Notre Dame 1988 — 1992
BS, Business Administration, Finance Concentration
Northern Trust 2010 - Present
Northern Trust Global Investments 2003 - 2010
Northern Trust Global Investments 2000 - 2010
Education
Illinois Institute of Technology, Stuart School of Business 1995 — 1997
MS, Financial Markets & Trading
University of Notre Dame 1988 — 1992
BS, Business Administration, Finance Concentration
Gina Mancini's Northern Trust Experience January 2011 - December 2012
Job at
Industry Financial Services
Experience
Partners Capital Investment Group March 2013 - Present
Northern Trust January 2011 - December 2012
KeyBank Private Investments June 2009 - August 2009
Skills
Series 7, Series 63, Investments, Portfolio Management, Finance, Bloomberg, Mutual Funds, Analysis, Asset Management, Asset Allocation, Fixed Income, Alternative Investments, Equities, Financial Modeling, Wealth Management, Securities, Microsoft Excel
Education
University of Notre DameNotre 2006 — 2010
Bachelor's degree, Finance, General
University of Notre Dame - Mendoza College of Business 2006 — 2010
Finance, Business Finance
Partners Capital Investment Group March 2013 - Present
Northern Trust January 2011 - December 2012
KeyBank Private Investments June 2009 - August 2009
Skills
Series 7, Series 63, Investments, Portfolio Management, Finance, Bloomberg, Mutual Funds, Analysis, Asset Management, Asset Allocation, Fixed Income, Alternative Investments, Equities, Financial Modeling, Wealth Management, Securities, Microsoft Excel
Education
University of Notre DameNotre 2006 — 2010
Bachelor's degree, Finance, General
University of Notre Dame - Mendoza College of Business 2006 — 2010
Finance, Business Finance
Natalie Yaghdjian Natalie Yaghdjian's Northern Trust Experience March 2011 - July 2014
Job Personal Trust Relationship Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust March 2011 - July 2014
Merrill Lynch Trust Company March 2007 - September 2010
Merrill Lynch May 2003 - March 2007
Melody Farms September 2002 - May 2003
Skills
Strategy, Marketing, Investments, Estate Planning, CRM, Private Banking, Finance
Education
University of Michigan 1997 — 2003
BBA, Business Finance & Business Administration Management
Walled Lake Western High School
Northern Trust March 2011 - July 2014
Merrill Lynch Trust Company March 2007 - September 2010
Merrill Lynch May 2003 - March 2007
Melody Farms September 2002 - May 2003
Skills
Strategy, Marketing, Investments, Estate Planning, CRM, Private Banking, Finance
Education
University of Michigan 1997 — 2003
BBA, Business Finance & Business Administration Management
Walled Lake Western High School
Michael Aquilino's Northern Trust Experience July 2006 - September 2007
Job
Industry Management Consulting
Experience
Avondale October 2007 - Present
Northern Trust July 2006 - September 2007
Self-employed November 2005 - May 2006
Skills
Risk Management, Economics, Analysis, Trading, Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Management Consulting, Finance, Strategic Planning, Business Development, Investments, Strategy
Education
University of Michigan 1998 — 2002
Bachelor of Arts (B.A.), Economics
New Trier 1994 — 1998
Avondale October 2007 - Present
Northern Trust July 2006 - September 2007
Self-employed November 2005 - May 2006
Skills
Risk Management, Economics, Analysis, Trading, Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Management Consulting, Finance, Strategic Planning, Business Development, Investments, Strategy
Education
University of Michigan 1998 — 2002
Bachelor of Arts (B.A.), Economics
New Trier 1994 — 1998
Donald Chan's Northern Trust Experience January 2007 - March 2011
Job
Industry Computer Software
Experience
Apogee Performance Group January 2007 - Present
Accenture March 2011 - March 2013
Northern Trust January 2007 - March 2011
Deloitte Consulting June 2001 - December 2006
Skills
Performance Testing, Quality Assurance, LoadRunner, Identity Management, Project Management, Agile Methodologies, Scrum, Quality Center, Software Project...
Education
University of Pennsylvania 1997 — 2001
Bachelor of Science, Computer Science & Engineering
Apogee Performance Group January 2007 - Present
Accenture March 2011 - March 2013
Northern Trust January 2007 - March 2011
Deloitte Consulting June 2001 - December 2006
Skills
Performance Testing, Quality Assurance, LoadRunner, Identity Management, Project Management, Agile Methodologies, Scrum, Quality Center, Software Project...
Education
University of Pennsylvania 1997 — 2001
Bachelor of Science, Computer Science & Engineering
Saneesh Surendran's Northern Trust Experience August 2005 - June 2006
Job
Industry Financial Services
Experience
STP Investment Services, Inc. January 2009 - Present
Hexaware Technologies February 2004 - Present
Robeco July 2007 - December 2008
iX Partners - Currently Headstrong June 2006 - June 2007
Northern Trust August 2005 - June 2006
Skills
Business Analysis, Requirements Gathering, Risk Management, Oracle, Portfolio Management, Data Warehousing, Project Management, Microsoft SQL Server, Data Management, Manage Client..., pre sales, client reporting, crystal reports, Process Engineering, Job Scheduling, Reference Data...
Education
University of Mumbai 1999 — 2003
STP Investment Services, Inc. January 2009 - Present
Hexaware Technologies February 2004 - Present
Robeco July 2007 - December 2008
iX Partners - Currently Headstrong June 2006 - June 2007
Northern Trust August 2005 - June 2006
Skills
Business Analysis, Requirements Gathering, Risk Management, Oracle, Portfolio Management, Data Warehousing, Project Management, Microsoft SQL Server, Data Management, Manage Client..., pre sales, client reporting, crystal reports, Process Engineering, Job Scheduling, Reference Data...
Education
University of Mumbai 1999 — 2003
Gulaid Mohamed's Northern Trust Experience November 2007 - Present
Job Fund Associate
Industry Banking
Experience
Northern Trust November 2007 - Present
Education
University of Michigan 2000 — 2004
Northern Trust November 2007 - Present
Education
University of Michigan 2000 — 2004
Roberto J. Arguello's Northern Trust Experience September 1977 - May 1997
Job Owner, CEO Advisors
Industry Investment Banking
Experience
CEO Advisors December 2002 - Present
Northern Trust September 1977 - May 1997
Skills
Start-ups, Litigation, Negotiation, Business Planning, Mergers, Real Estate Development, Fundraising, Team Building, Entrepreneurship, Business Strategy, International Trade, Advertising, Corporate Finance, Joint Ventures, Marketing, Social Networking, Strategic Partnerships, Business Development, Contract Negotiation, Due Diligence, New Business Development, Executive Coaching, Investment Banking, Project Management, Private Equity, Online Marketing, Real Estate, Brand Development, Investments, Strategic Planning, Public Relations, Budgets, Market Research, Management Consulting, Strategy, Financial Analysis, Strategic Consulting, Mergers & Acquisitions, Financial Modeling, Sales Management, Social Entrepreneurship, Small Business, Executive Management, Spanish, Product Development, Change Management, Business Valuation, Management, International Business, Social Media Marketing
Education
University of Notre Dame
Masters in Business Administration, Concentration in Finance
CEO Advisors December 2002 - Present
Northern Trust September 1977 - May 1997
Skills
Start-ups, Litigation, Negotiation, Business Planning, Mergers, Real Estate Development, Fundraising, Team Building, Entrepreneurship, Business Strategy, International Trade, Advertising, Corporate Finance, Joint Ventures, Marketing, Social Networking, Strategic Partnerships, Business Development, Contract Negotiation, Due Diligence, New Business Development, Executive Coaching, Investment Banking, Project Management, Private Equity, Online Marketing, Real Estate, Brand Development, Investments, Strategic Planning, Public Relations, Budgets, Market Research, Management Consulting, Strategy, Financial Analysis, Strategic Consulting, Mergers & Acquisitions, Financial Modeling, Sales Management, Social Entrepreneurship, Small Business, Executive Management, Spanish, Product Development, Change Management, Business Valuation, Management, International Business, Social Media Marketing
Education
University of Notre Dame
Masters in Business Administration, Concentration in Finance
Rick Eddington's Northern Trust Experience November 2007 - November 2012
Job Vice President and Senior Relationship Manager Commercial Banking at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation July 2014 - Present
Maven Management November 2012 - June 2014
Northern Trust November 2007 - November 2012
LaSalle Bank January 2006 - November 2007
CDW January 2005 - January 2006
Skills
Portfolio Management, Banking, Credit, Financial Analysis, Underwriting
Education
University of Missouri-Columbia 2000 — 2004
Northern Trust Corporation July 2014 - Present
Maven Management November 2012 - June 2014
Northern Trust November 2007 - November 2012
LaSalle Bank January 2006 - November 2007
CDW January 2005 - January 2006
Skills
Portfolio Management, Banking, Credit, Financial Analysis, Underwriting
Education
University of Missouri-Columbia 2000 — 2004
Gabrielle Allen's Northern Trust Experience October 2006 - May 2008
Job Project Manager, Consumer Protection Program at Western Union
Industry Financial Services
Experience
Western Union May 2015 - Present
Western Union November 2013 - May 2015
First Data Corporation January 2008 - November 2013
Northern Trust October 2006 - May 2008
Ernst & Young June 2005 - October 2006
Skills
Internal Audit, Sarbanes-Oxley Act, Internal Controls, IT Audit, Sarbanes-Oxley, Risk Management, Financial Risk, Business Process, Management, Enterprise Risk..., Leadership, Auditing, Training, Risk Assessment, SAS70, Governance, Business Process..., Project Management
Education
Stephen M. Ross School of Business 2001 — 2005
Bachelor of Business Administration, Accounting and Finance
University of Michigan
Western Union May 2015 - Present
Western Union November 2013 - May 2015
First Data Corporation January 2008 - November 2013
Northern Trust October 2006 - May 2008
Ernst & Young June 2005 - October 2006
Skills
Internal Audit, Sarbanes-Oxley Act, Internal Controls, IT Audit, Sarbanes-Oxley, Risk Management, Financial Risk, Business Process, Management, Enterprise Risk..., Leadership, Auditing, Training, Risk Assessment, SAS70, Governance, Business Process..., Project Management
Education
Stephen M. Ross School of Business 2001 — 2005
Bachelor of Business Administration, Accounting and Finance
University of Michigan
Douglas K. Harman, CFA, CPA's Northern Trust Experience 1987 - 1989
Job President, Harman Investment Advisors
Industry Investment Management
Experience
Harman Investment Advisors 1990 - Present
EVEREN Securities, Inc. 1995 - 1999
Illinois Institute of Technology 1993 - 1999
Northern Trust 1987 - 1989
First Chicago Investment Advisors 1981 - 1987
Skills
Portfolio Management, Equities, Management, Finance, Training, Retirement, Investments, Series 7, Asset Management, Securities, Alternative Investments, Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, Estate Planning, Mergers & Acquisitions, Retirement Planning, Private Equity, 401k
Education
University of Nebraska-Lincoln
M.A. Degree, 1980, Major, finance; Minor, accounting
University of Nebraska-Lincoln
B.S Degree, 1971, Major, finance; Minor, accounting
Harman Investment Advisors 1990 - Present
EVEREN Securities, Inc. 1995 - 1999
Illinois Institute of Technology 1993 - 1999
Northern Trust 1987 - 1989
First Chicago Investment Advisors 1981 - 1987
Skills
Portfolio Management, Equities, Management, Finance, Training, Retirement, Investments, Series 7, Asset Management, Securities, Alternative Investments, Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, Estate Planning, Mergers & Acquisitions, Retirement Planning, Private Equity, 401k
Education
University of Nebraska-Lincoln
M.A. Degree, 1980, Major, finance; Minor, accounting
University of Nebraska-Lincoln
B.S Degree, 1971, Major, finance; Minor, accounting
Shirley Antes's Northern Trust Experience 1979 - 1998
Job Independent Photography Professional
Industry Photography
Experience
Northern Trust 1979 - 1998
Skills
Fine Art Photography, Travel Photography, Portrait Photography, Digital Imaging, Studio Lighting, Landscape Photography, Commercial Photography, Image Manipulation, Photojournalism, Image Editing, Black & White, Portraits, Photos, Fine Art, Architectural..., Wedding Photography, Event Photography, Lightroom, Digital Photography
Education
University of Michigan 1954 — 1958
Northern Trust 1979 - 1998
Skills
Fine Art Photography, Travel Photography, Portrait Photography, Digital Imaging, Studio Lighting, Landscape Photography, Commercial Photography, Image Manipulation, Photojournalism, Image Editing, Black & White, Portraits, Photos, Fine Art, Architectural..., Wedding Photography, Event Photography, Lightroom, Digital Photography
Education
University of Michigan 1954 — 1958
Sameer Manelkar's Northern Trust Experience August 2004 - Present
Job Vice President, Middleware Engineering at Northern Trust
Industry Financial Services
Experience
Northern Trust August 2004 - Present
Northern Trust 2007 - 2009
Rampinfo 2006 - 2009
Skills
SDLC, Enterprise Architecture, .NET, IT Strategy, Vendor Management, Software Project..., Microsoft SQL Server, Databases, Agile Methodologies, Solution Architecture, Management, Business Analysis, Business Intelligence, SOA, Requirements Analysis
Education
Don Bosco High School 1975 — 1985
VJTI
Bachelor of Engineering, Computer Science
Northern Trust August 2004 - Present
Northern Trust 2007 - 2009
Rampinfo 2006 - 2009
Skills
SDLC, Enterprise Architecture, .NET, IT Strategy, Vendor Management, Software Project..., Microsoft SQL Server, Databases, Agile Methodologies, Solution Architecture, Management, Business Analysis, Business Intelligence, SOA, Requirements Analysis
Education
Don Bosco High School 1975 — 1985
VJTI
Bachelor of Engineering, Computer Science
Stacy Singer's Northern Trust Experience December 2011 - Present
Job Central Region Trust & Advisory Practice Executive & National Director of Estate Settlement Services at Northern Trust
Industry Financial Services
Experience
Northern Trust December 2011 - Present
Northern Trust June 2003 - November 2011
Burke, Warren, MacKay & Serritella, P.C. 1995 - 1999
Skills
Wealth Management, High Net Worth..., Estate Planning, Asset Allocation, Estate Tax Planning, Retirement Planning, Asset Managment, Charitable Gift Planning, Non-profits, Estate Law, Financial Services, Risk Management, Tax, Trust Services, Trusts, Wealth Management...
Education
University of Michigan Law School 1990 — 1992
Bachelor of Arts (B.A.), Political Science and Government
University of Michigan 1986 — 1990
Bachelor of Arts (B.A.), Political Science
Northern Trust December 2011 - Present
Northern Trust June 2003 - November 2011
Burke, Warren, MacKay & Serritella, P.C. 1995 - 1999
Skills
Wealth Management, High Net Worth..., Estate Planning, Asset Allocation, Estate Tax Planning, Retirement Planning, Asset Managment, Charitable Gift Planning, Non-profits, Estate Law, Financial Services, Risk Management, Tax, Trust Services, Trusts, Wealth Management...
Education
University of Michigan Law School 1990 — 1992
Bachelor of Arts (B.A.), Political Science and Government
University of Michigan 1986 — 1990
Bachelor of Arts (B.A.), Political Science
Alice (Keating) Burke, CPA's Northern Trust Experience October 2012 - November 2014
Job Emerging Risk & Cross Business Audit, Vice President at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. December 2014 - Present
Northern Trust October 2012 - November 2014
Northern Trust August 2008 - October 2012
Deloitte July 2003 - July 2008
Arthur Andersen Business Consulting 2001 - 2001
Skills
Risk Management, Auditing, Internal Audit, Dodd-Frank, Accounting, US GAAP, Internal Controls, Financial Reporting, SEC filings, Sarbanes-Oxley Act
Education
University of Notre Dame 2002 — 2003
Masters of Science in Accountancy, Financial Track
University of Notre Dame 1998 — 2002
BBA, Accounting
JPMorgan Chase & Co. December 2014 - Present
Northern Trust October 2012 - November 2014
Northern Trust August 2008 - October 2012
Deloitte July 2003 - July 2008
Arthur Andersen Business Consulting 2001 - 2001
Skills
Risk Management, Auditing, Internal Audit, Dodd-Frank, Accounting, US GAAP, Internal Controls, Financial Reporting, SEC filings, Sarbanes-Oxley Act
Education
University of Notre Dame 2002 — 2003
Masters of Science in Accountancy, Financial Track
University of Notre Dame 1998 — 2002
BBA, Accounting
Aaron Goldstein's Northern Trust Experience 2004 - 2005
Job CFO at Arcadia Services
Industry Hospital & Health Care
Experience
Arcadia Services May 2012 - Present
AMI Holding Corporation July 2009 - April 2012
Credit Suisse June 2008 - August 2008
Northern Trust Global Investments 2004 - 2007
Northern Trust 2004 - 2005
Skills
Fixed Income, Investment Banking, Capital Markets, Valuation, Private Equity, Financial Modeling, Corporate Finance, Due Diligence, Financial Analysis, Bloomberg, Venture Capital, Commodity, Alternative Investments, Bonds
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
MBA, Accounting and Finance
University of Rochester 2000 — 2004
Bachelor of Arts, Economics
Arcadia Services May 2012 - Present
AMI Holding Corporation July 2009 - April 2012
Credit Suisse June 2008 - August 2008
Northern Trust Global Investments 2004 - 2007
Northern Trust 2004 - 2005
Skills
Fixed Income, Investment Banking, Capital Markets, Valuation, Private Equity, Financial Modeling, Corporate Finance, Due Diligence, Financial Analysis, Bloomberg, Venture Capital, Commodity, Alternative Investments, Bonds
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
MBA, Accounting and Finance
University of Rochester 2000 — 2004
Bachelor of Arts, Economics
Andrew Hoekstra's Northern Trust Experience August 2008 - July 2011
Job Account Manager at Northern Trust
Industry Banking
Experience
Northern Trust Corporation July 2011 - Present
Northern Trust August 2008 - July 2011
Northern Trust June 2005 - July 2008
Northern Trust June 2005 - April 2007
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
Northern Trust Corporation July 2011 - Present
Northern Trust August 2008 - July 2011
Northern Trust June 2005 - July 2008
Northern Trust June 2005 - April 2007
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
Marc Dushane's Northern Trust Experience February 2009 - Present
Job Consultant
Industry Financial Services
Experience
Northern Trust February 2009 - Present
Northern Trust July 2007 - February 2009
Howard Brown Health Center April 2007 - July 2007
BidClerk May 2005 - February 2007
Hertz Local Edition June 2003 - March 2005
Skills
Financial Analysis, Investments, Microsoft Excel, Fixed Income, Finance, Bloomberg, Business Analysis, Financial Services
Education
University of Michigan 1997 — 2001
BA, Political Science
Northern Trust February 2009 - Present
Northern Trust July 2007 - February 2009
Howard Brown Health Center April 2007 - July 2007
BidClerk May 2005 - February 2007
Hertz Local Edition June 2003 - March 2005
Skills
Financial Analysis, Investments, Microsoft Excel, Fixed Income, Finance, Bloomberg, Business Analysis, Financial Services
Education
University of Michigan 1997 — 2001
BA, Political Science
Hans Yeates's Northern Trust Experience August 1998 - Present
Job Vice President at Northern Trust
Industry Banking
Experience
Northern Trust August 1998 - Present
Skills
Business Development, Strategic Planning, Equities, Financial Services, Product Management, Team Building, Capital Markets, Vendor Management, Mutual Funds, Financial Analysis, Program Management, Credit, Leadership, Relationship Management, Process Improvement, Sales, Management, Management Consulting, Customer Service, Due Diligence, Private Equity, Investment Banking, Strategy, Business Process..., Financial Modeling, Public Speaking
Education
University of North Carolina at Chapel Hill 1990 — 1994
Business Administration
Northern Trust August 1998 - Present
Skills
Business Development, Strategic Planning, Equities, Financial Services, Product Management, Team Building, Capital Markets, Vendor Management, Mutual Funds, Financial Analysis, Program Management, Credit, Leadership, Relationship Management, Process Improvement, Sales, Management, Management Consulting, Customer Service, Due Diligence, Private Equity, Investment Banking, Strategy, Business Process..., Financial Modeling, Public Speaking
Education
University of North Carolina at Chapel Hill 1990 — 1994
Business Administration
Steve Cooney's Northern Trust Experience 1998 - 2000
Job Senior Vice President at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank 2000 - Present
Northern Trust 1998 - 2000
SunTrust Bank May 1996 - October 1998
First Union National Bank December 1986 - May 1996
Barnett Bank 1979 - 1984
Education
University of Notre Dame 1975 — 1979
BBA, Finance
Universite Catholique de l'Ouest
Wells Fargo Private Bank 2000 - Present
Northern Trust 1998 - 2000
SunTrust Bank May 1996 - October 1998
First Union National Bank December 1986 - May 1996
Barnett Bank 1979 - 1984
Education
University of Notre Dame 1975 — 1979
BBA, Finance
Universite Catholique de l'Ouest
E. Paul Dunn's Northern Trust Experience August 2001 - April 2013
Job Principal at Locust Hill LLC
Industry Real Estate
Experience
Locust Hill LLC May 2013 - Present
Northern Trust August 2001 - April 2013
Bradley Real Estate (REIT) 1996 - 2000
Welsh Companies 1982 - 1996
Draper and Kramer, Inc. 1970 - 1982
Skills
Real Estate, Mentoring, Strategic Planning, Change Management, Portfolio Management, Asset Managment, Property Management, Facilities Management, Asset Management, Project Management, Investments
Education
University of Notre Dame 1964 — 1968
BA, English
Loyola Academy 1960 — 1964
Locust Hill LLC May 2013 - Present
Northern Trust August 2001 - April 2013
Bradley Real Estate (REIT) 1996 - 2000
Welsh Companies 1982 - 1996
Draper and Kramer, Inc. 1970 - 1982
Skills
Real Estate, Mentoring, Strategic Planning, Change Management, Portfolio Management, Asset Managment, Property Management, Facilities Management, Asset Management, Project Management, Investments
Education
University of Notre Dame 1964 — 1968
BA, English
Loyola Academy 1960 — 1964
Santosh Vaidyanath's Northern Trust Experience June 2011 - December 2011
Job Oracle/Netezza DBA at The Allant Group
Industry Information Technology and Services
Experience
The Allant Group December 2011 - Present
Northern Trust June 2011 - December 2011
CBOE November 2010 - June 2011
Classified Ventures May 2001 - October 2010
Spherion 2000 - 2001
iGATE Global Solutions November 1998 - September 2000
GE Capital, Auto Financial Services 1996 - 1998
Education
University of Mumbai
The Allant Group December 2011 - Present
Northern Trust June 2011 - December 2011
CBOE November 2010 - June 2011
Classified Ventures May 2001 - October 2010
Spherion 2000 - 2001
iGATE Global Solutions November 1998 - September 2000
GE Capital, Auto Financial Services 1996 - 1998
Education
University of Mumbai
Thomas Carter's Northern Trust Experience October 2012 - June 2013
Job Vice President, Product Development & Innovation at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2015 - Present
Bank of America Merrill Lynch July 2013 - March 2015
Northern Trust October 2012 - June 2013
Accenture May 2010 - October 2012
State Street July 2009 - April 2010
Alaron Trading 2008 - 2009
Merrill Lynch 2008 - 2009
Liam Ventures - Family Office of William F. Farley July 2002 - November 2008
Shatkin Arbor June 2008 - August 2008
Skills
Strategy, Business Strategy, Strategic Planning, Competitive Analysis, Corporate Advisory, Investment Advisory, Investment Management, Financial Modeling, Business Modeling, Business Transformation, Due Diligence, Management Consulting, Change Management, Program Management, Brokerage, High Net Worth..., Strategic Thinking, Project Planning, Sales Compensation, Compensation Structures, Sees the Big Picture, Market Research, Mergers, Financial Analysis, Business Advisory, Mentoring, Fun, Humor, Storytelling
Education
University of New Hampshire 2005 — 2009
Business Administration, Economics & Entrepreneurship, Cum Laude
John Cabot University (Rome, Italy) 2008 — 2008
BS, International Business & Economics
Kennebunk High School 2001 — 2005
Bank of America Merrill Lynch March 2015 - Present
Bank of America Merrill Lynch July 2013 - March 2015
Northern Trust October 2012 - June 2013
Accenture May 2010 - October 2012
State Street July 2009 - April 2010
Alaron Trading 2008 - 2009
Merrill Lynch 2008 - 2009
Liam Ventures - Family Office of William F. Farley July 2002 - November 2008
Shatkin Arbor June 2008 - August 2008
Skills
Strategy, Business Strategy, Strategic Planning, Competitive Analysis, Corporate Advisory, Investment Advisory, Investment Management, Financial Modeling, Business Modeling, Business Transformation, Due Diligence, Management Consulting, Change Management, Program Management, Brokerage, High Net Worth..., Strategic Thinking, Project Planning, Sales Compensation, Compensation Structures, Sees the Big Picture, Market Research, Mergers, Financial Analysis, Business Advisory, Mentoring, Fun, Humor, Storytelling
Education
University of New Hampshire 2005 — 2009
Business Administration, Economics & Entrepreneurship, Cum Laude
John Cabot University (Rome, Italy) 2008 — 2008
BS, International Business & Economics
Kennebunk High School 2001 — 2005
Anthony Kairis's Northern Trust Experience October 1999 - Present
Job Associate Relationship Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust October 1999 - Present
Education
University of Notre Dame 1995 — 1999
BBA, Finance
Northern Trust October 1999 - Present
Education
University of Notre Dame 1995 — 1999
BBA, Finance
Raymond Ng, PMP's Northern Trust Experience January 2010 - November 2010
Job
Industry Insurance
Experience
Allstate Corporation March 2014 - Present
Office Depot/OfficeMax October 2013 - February 2014
Anixter March 2013 - June 2013
Tower Group Companies July 2011 - March 2013
Allstate Corporation November 2010 - July 2011
Northern Trust January 2010 - November 2010
Allstate Corporation - Enterprise Technology Solutions 2009 - 2009
Wachovia Securities 2008 - 2009
Allstate Corporation - Claim Technology Services November 2006 - August 2007
Allstate Corporation - Enterprise Technology Services May 2006 - November 2006
Skills
Data Center, Integration, Information Technology, Resource Management, Business Intelligence, Program Management, Enterprise Architecture, PMO, Data Warehousing
Education
University of Minnesota - Carlson School of Management
MBA, Management Information Systems/Finance
Allstate Corporation March 2014 - Present
Office Depot/OfficeMax October 2013 - February 2014
Anixter March 2013 - June 2013
Tower Group Companies July 2011 - March 2013
Allstate Corporation November 2010 - July 2011
Northern Trust January 2010 - November 2010
Allstate Corporation - Enterprise Technology Solutions 2009 - 2009
Wachovia Securities 2008 - 2009
Allstate Corporation - Claim Technology Services November 2006 - August 2007
Allstate Corporation - Enterprise Technology Services May 2006 - November 2006
Skills
Data Center, Integration, Information Technology, Resource Management, Business Intelligence, Program Management, Enterprise Architecture, PMO, Data Warehousing
Education
University of Minnesota - Carlson School of Management
MBA, Management Information Systems/Finance
Jeff Huybrecht's Northern Trust Experience July 2005 - Present
Job Northern Trust
Industry Investment Management
Experience
Northern Trust July 2005 - Present
U.S. Trust April 2001 - July 2005
Resource Companies January 2000 - March 2001
US Bank April 1997 - January 2000
Performark November 1993 - April 1997
Education
University of Minnesota-Twin Cities 1988 — 1993
Bachelor, Speech Communication, Social Psychology
Northern Trust July 2005 - Present
U.S. Trust April 2001 - July 2005
Resource Companies January 2000 - March 2001
US Bank April 1997 - January 2000
Performark November 1993 - April 1997
Education
University of Minnesota-Twin Cities 1988 — 1993
Bachelor, Speech Communication, Social Psychology
Sean Kreidler's Northern Trust Experience August 2005 - June 2007
Job Research Manager Latin America at Euromonitor International
Industry Market Research
Experience
Euromonitor International January 2011 - Present
Euromonitor International July 2007 - December 2010
Northern Trust August 2005 - June 2007
Skills
Competitive Intelligence, Market Intelligence, Quantitative Research, Latin America, Market Research, Segmentation, Customer Insight, Consumer Behaviour, Strategy, Business Strategy, Secondary Research, Market Analysis, Competitive Analysis, Analytics, Consumer Insight, Marketing Research, Qualitative Research, Spanish
Education
University of Michigan 2001 — 2004
BA, Economics, Spanish
Villanova University 2000 — 2001
Euromonitor International January 2011 - Present
Euromonitor International July 2007 - December 2010
Northern Trust August 2005 - June 2007
Skills
Competitive Intelligence, Market Intelligence, Quantitative Research, Latin America, Market Research, Segmentation, Customer Insight, Consumer Behaviour, Strategy, Business Strategy, Secondary Research, Market Analysis, Competitive Analysis, Analytics, Consumer Insight, Marketing Research, Qualitative Research, Spanish
Education
University of Michigan 2001 — 2004
BA, Economics, Spanish
Villanova University 2000 — 2001
Alaina Kitchings's Northern Trust Experience January 2008 - March 2011
Job Global Accounting Team Leader at The Northern Trust Company
Industry Accounting
Experience
Northern Trust January 2008 - March 2011
Northern Trust October 2005 - January 2008
Fifth Third Bank August 2005 - October 2005
Skills
Excel, Auditing, Accounting, Financial Reporting, Analysis, Customer Relations, Mentoring, Word, Microsoft Office, Access, PowerPoint, Lotus Notes, Teamwork, Team Leadership, Team Building, Problem Solving, Financial Analysis, Bloomberg
Education
University of Miami - School of Business 2001 — 2005
BA, International Finance and Marketing
Northern Trust January 2008 - March 2011
Northern Trust October 2005 - January 2008
Fifth Third Bank August 2005 - October 2005
Skills
Excel, Auditing, Accounting, Financial Reporting, Analysis, Customer Relations, Mentoring, Word, Microsoft Office, Access, PowerPoint, Lotus Notes, Teamwork, Team Leadership, Team Building, Problem Solving, Financial Analysis, Bloomberg
Education
University of Miami - School of Business 2001 — 2005
BA, International Finance and Marketing
Mike Hunniford's Northern Trust Experience August 1995 - Present
Job Vice President at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management 2013 - Present
Northern Trust August 1995 - Present
Skills
Requirements Analysis, Financial Services, Equities, Middle Office, Fixed Income, Trading, Banking, Management, Trading Systems, Derivatives, Software Project..., Risk Management, SDLC, Program Management, Leadership, Portfolio Management, Bloomberg, Mutual Funds, Asset Managment, Business Analysis, Securities, Investments, Vendor Management, Alternative Investments, IT Strategy
Education
University of Notre Dame 1989 — 1993
Bachelors of Science in Engineering, Aerospace, Aeronautical and Astronautical Engineering
Northern Trust Asset Management 2013 - Present
Northern Trust August 1995 - Present
Skills
Requirements Analysis, Financial Services, Equities, Middle Office, Fixed Income, Trading, Banking, Management, Trading Systems, Derivatives, Software Project..., Risk Management, SDLC, Program Management, Leadership, Portfolio Management, Bloomberg, Mutual Funds, Asset Managment, Business Analysis, Securities, Investments, Vendor Management, Alternative Investments, IT Strategy
Education
University of Notre Dame 1989 — 1993
Bachelors of Science in Engineering, Aerospace, Aeronautical and Astronautical Engineering
Stephany Lewis's Northern Trust Experience 1999 - 2005
Job Vice President & Trust Officer at JPMorgan
Industry Financial Services
Experience
JPMorgan September 2007 - Present
Genworth Financial August 2005 - August 2007
Northern Trust 1999 - 2005
Skills
Mutual Funds, Wealth Management, Banking, Fixed Income, Financial Analysis, Portfolio Management, Asset Management, Investments, Risk Management, Finance, Securities, Financial Services, Series 7, Process Improvement
Education
University of Michigan
BBA, Finance
JPMorgan September 2007 - Present
Genworth Financial August 2005 - August 2007
Northern Trust 1999 - 2005
Skills
Mutual Funds, Wealth Management, Banking, Fixed Income, Financial Analysis, Portfolio Management, Asset Management, Investments, Risk Management, Finance, Securities, Financial Services, Series 7, Process Improvement
Education
University of Michigan
BBA, Finance
Jennifer (Jennifer Stump) Davis's Northern Trust Experience July 2008 - Present
Job Financial Analyst at Northern Trust
Industry Banking
Experience
Northern Trust July 2008 - Present
Ernst & Young September 2006 - July 2008
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Forecasting, Budgets, Managerial Finance
Education
University of Miami 2001 — 2006
Masters of Professional Accounting, Accounting and Finance
University of Miami - School of Business 2001 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
Northern Trust July 2008 - Present
Ernst & Young September 2006 - July 2008
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Forecasting, Budgets, Managerial Finance
Education
University of Miami 2001 — 2006
Masters of Professional Accounting, Accounting and Finance
University of Miami - School of Business 2001 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
Laurie Mcneilly's Northern Trust Experience October 2011 - Present
Job Credit Review Vice President at Northern Trust
Industry Banking
Experience
Northern Trust October 2011 - Present
JPMorgan Chase June 1993 - October 2011
Skills
Risk Management, Microsoft Excel, Microsoft Office, Commercial Lending
Education
University of Notre Dame 1989 — 1993
BBA, Finance
Northern Trust October 2011 - Present
JPMorgan Chase June 1993 - October 2011
Skills
Risk Management, Microsoft Excel, Microsoft Office, Commercial Lending
Education
University of Notre Dame 1989 — 1993
BBA, Finance
Myriam C. Bailey's Northern Trust Experience May 2005 - Present
Job Senior Vice President at Northern Trust
Industry Banking
Experience
Northern Trust May 2005 - Present
Ocean Bank 1995 - 2004
Skills
Banking, Loans, Portfolio Management, Credit, Private Banking, Commercial Banking, Commercial Lending, Wealth Management, Retail Banking, Small Business Lending, Fixed Income, Credit Analysis, Asset Management, Investments
Education
University of Miami
BBA, Business Management and Org.
Northern Trust May 2005 - Present
Ocean Bank 1995 - 2004
Skills
Banking, Loans, Portfolio Management, Credit, Private Banking, Commercial Banking, Commercial Lending, Wealth Management, Retail Banking, Small Business Lending, Fixed Income, Credit Analysis, Asset Management, Investments
Education
University of Miami
BBA, Business Management and Org.
May Phengvongsa's Northern Trust Experience July 2012 - March 2014
Job Hedge Fund Associate at Cortland Capital Market Services LLC
Industry Financial Services
Experience
Cortland Capital Market Services LLC March 2014 - Present
Northern Trust July 2012 - March 2014
State Street November 2009 - July 2012
H&R Block December 2009 - April 2010
Accounting & Advisory Services, P.A. January 2008 - May 2009
Koch & Koch CPAs January 2006 - December 2007
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Microsoft Excel, PeopleSoft, Finance, Microsoft Word, Investments, Microsoft Office, PowerPoint, Account Reconciliation, Outlook, Financial Statements, Data Analysis, Forecasting, Portfolio Management, Hedge Funds, Mutual Funds, Business Analysis, Risk Management, Valuation, Problem Solving, Organization, High level of initiative, Close Attention to..., Proactive self-starter, Quick Study, Business Process..., Financial Services, Asset Management, US and Foreign Markets, Emerging Markets, Customer Service, Client Relationship..., Employee Training, Best Practices, General Ledger
Education
University of Missouri-Kansas City 2003 — 2007
Bachelor of Science, Accounting
Cortland Capital Market Services LLC March 2014 - Present
Northern Trust July 2012 - March 2014
State Street November 2009 - July 2012
H&R Block December 2009 - April 2010
Accounting & Advisory Services, P.A. January 2008 - May 2009
Koch & Koch CPAs January 2006 - December 2007
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Microsoft Excel, PeopleSoft, Finance, Microsoft Word, Investments, Microsoft Office, PowerPoint, Account Reconciliation, Outlook, Financial Statements, Data Analysis, Forecasting, Portfolio Management, Hedge Funds, Mutual Funds, Business Analysis, Risk Management, Valuation, Problem Solving, Organization, High level of initiative, Close Attention to..., Proactive self-starter, Quick Study, Business Process..., Financial Services, Asset Management, US and Foreign Markets, Emerging Markets, Customer Service, Client Relationship..., Employee Training, Best Practices, General Ledger
Education
University of Missouri-Kansas City 2003 — 2007
Bachelor of Science, Accounting
George Walters's Northern Trust Experience May 1993 - December 2006
Job Board of Directors Champions for Learning , Collier County Education Foundation, Naples, Florida
Industry Education Management
Experience
Collier County Education Foundation - Champions for Learning May 2012 - May 2015
Naples Community Church April 2012 - May 2015
Champions for Learning - Collier County Education Foundation June 2011 - May 2015
First Tee Naples/Collier April 2011 - May 2015
Avow Hospice May 1993 - November 2014
Northern Trust May 1993 - December 2006
Skills
Estate Planning, New Business Development, Strategic Planning, Trusts, Non-profits, Employee Benefits, Wealth Management, Fundraising, Nonprofits, Small Business, Leadership Development, Public Speaking, Team Building, Event Planning, Healthcare, Time Management, Management, Coaching, Organizational..., Leadership, Wealth, Event Management, Investment Management, Staff Development, Community Outreach, Educational Leadership, Education, Special Education
Education
University of Pennsylvania 1955 — 1960
BA, English
Collier County Education Foundation - Champions for Learning May 2012 - May 2015
Naples Community Church April 2012 - May 2015
Champions for Learning - Collier County Education Foundation June 2011 - May 2015
First Tee Naples/Collier April 2011 - May 2015
Avow Hospice May 1993 - November 2014
Northern Trust May 1993 - December 2006
Skills
Estate Planning, New Business Development, Strategic Planning, Trusts, Non-profits, Employee Benefits, Wealth Management, Fundraising, Nonprofits, Small Business, Leadership Development, Public Speaking, Team Building, Event Planning, Healthcare, Time Management, Management, Coaching, Organizational..., Leadership, Wealth, Event Management, Investment Management, Staff Development, Community Outreach, Educational Leadership, Education, Special Education
Education
University of Pennsylvania 1955 — 1960
BA, English
Daniel Zirzow's Northern Trust Experience September 2012 - Present
Job Senior Tax Technician at Northern Trust
Industry Financial Services
Experience
Northern Trust September 2012 - Present
US Trust August 2009 - September 2012
LaSalle Bank May 2001 - August 2009
Education
University of Northern Iowa 1996 — 2000
Bachelor's degree, Accounting
University of Northern Iowa 1996 — 2000
Bachelor's degree, German
Northern Trust September 2012 - Present
US Trust August 2009 - September 2012
LaSalle Bank May 2001 - August 2009
Education
University of Northern Iowa 1996 — 2000
Bachelor's degree, Accounting
University of Northern Iowa 1996 — 2000
Bachelor's degree, German
James Heese's Northern Trust Experience February 2011 - Present
Job Northern Trust
Industry Financial Services
Experience
Northern Trust February 2011 - Present
Central Trust & Investment Company June 2009 - February 2011
U.S. Bank April 1987 - June 2009
First National Bank Tulsa 1984 - 1987
Skills
Portfolio Management, Investments, Wealth Management, Asset Managment, Retirement Planning, Asset Management, Alternative Investments, Investment Strategies, Investment Management, Fixed Income, Asset Allocation, Equities, Mutual Funds, Wealth Management..., Series 7, Investment Advisory
Education
University of Missouri-Columbia 1982 — 1983
MBA, Finance
University of Missouri-Columbia, College of Business 1979 — 1982
BSBA, Marketing
Northern Trust February 2011 - Present
Central Trust & Investment Company June 2009 - February 2011
U.S. Bank April 1987 - June 2009
First National Bank Tulsa 1984 - 1987
Skills
Portfolio Management, Investments, Wealth Management, Asset Managment, Retirement Planning, Asset Management, Alternative Investments, Investment Strategies, Investment Management, Fixed Income, Asset Allocation, Equities, Mutual Funds, Wealth Management..., Series 7, Investment Advisory
Education
University of Missouri-Columbia 1982 — 1983
MBA, Finance
University of Missouri-Columbia, College of Business 1979 — 1982
BSBA, Marketing
Pamela Schaefer's Northern Trust Experience 2000 - 2002
Job Founder at Royal Tea Society
Industry Food & Beverages
Experience
Royal Tea Society June 2008 - Present
Clark County School District December 2007 - June 2014
Northern Trust 2000 - 2002
Education
University of Nevada-Las Vegas 2008 — 2009
Master of Education (M.Ed.)
University of Nevada-Las Vegas 1988 — 1991
BS, Business
Royal Tea Society June 2008 - Present
Clark County School District December 2007 - June 2014
Northern Trust 2000 - 2002
Education
University of Nevada-Las Vegas 2008 — 2009
Master of Education (M.Ed.)
University of Nevada-Las Vegas 1988 — 1991
BS, Business
Lesley Kompare's Northern Trust Experience June 2013 - August 2014
Job Apprentice Developer at dough, Inc.
Industry Computer Software
Experience
dough, Inc. September 2015 - Present
Dev Bootcamp March 2015 - August 2015
InterOcean Capital, LLC. August 2014 - November 2014
Northern Trust June 2013 - August 2014
Antos Advisors April 2010 - June 2013
Cetera Financial Group April 2010 - June 2012
ESU Records, LLC. May 2009 - July 2009
University of San Diego October 2007 - May 2009
University of San Diego December 2006 - September 2007
Sales Activity Managment May 2006 - August 2006
Skills
Series 7, Investments, Finance, Financial Analysis, Brokerage, Wealth Management, Ruby, HTML5, CSS, Customer Service, Leadership, HTML, Object Oriented Design, Marketing, JavaScript, Microsoft Excel, Public Speaking
Education
Dev Bootcamp 2015 — 2015
Web Development
University of San Diego 2005 — 2009
B.A., Political Science, Philosophy
University of Oxford 2008 — 2008
Political Science, Philosophy
Providence Catholic High School 2001 — 2005
3.9
dough, Inc. September 2015 - Present
Dev Bootcamp March 2015 - August 2015
InterOcean Capital, LLC. August 2014 - November 2014
Northern Trust June 2013 - August 2014
Antos Advisors April 2010 - June 2013
Cetera Financial Group April 2010 - June 2012
ESU Records, LLC. May 2009 - July 2009
University of San Diego October 2007 - May 2009
University of San Diego December 2006 - September 2007
Sales Activity Managment May 2006 - August 2006
Skills
Series 7, Investments, Finance, Financial Analysis, Brokerage, Wealth Management, Ruby, HTML5, CSS, Customer Service, Leadership, HTML, Object Oriented Design, Marketing, JavaScript, Microsoft Excel, Public Speaking
Education
Dev Bootcamp 2015 — 2015
Web Development
University of San Diego 2005 — 2009
B.A., Political Science, Philosophy
University of Oxford 2008 — 2008
Political Science, Philosophy
Providence Catholic High School 2001 — 2005
3.9
Newton Sears's Northern Trust Experience November 2009 - May 2012
Job Investment Banking Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan June 2013 - August 2013
Northern Trust November 2009 - May 2012
M&T Bank May 2008 - August 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
MBA
University of Pennsylvania 2005 — 2009
BA
J.P. Morgan July 2014 - Present
J.P. Morgan June 2013 - August 2013
Northern Trust November 2009 - May 2012
M&T Bank May 2008 - August 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
MBA
University of Pennsylvania 2005 — 2009
BA
Paty Lindemeier's Northern Trust Experience October 2002 - Present
Job VP Compliance Officer
Industry Banking
Experience
Tulum Vacation Condos May 2012 - Present
Northern Trust October 2002 - Present
Bank of America February 1990 - February 2002
Education
University of North Texas
BS, Economics, 3.96 GPA
Tulum Vacation Condos May 2012 - Present
Northern Trust October 2002 - Present
Bank of America February 1990 - February 2002
Education
University of North Texas
BS, Economics, 3.96 GPA
Craig Ordal's Northern Trust Experience 2007 - 2012
Job Executive Vice President Wealth Management at Bremer Bank
Industry Financial Services
Experience
Bremer Bank 2014 - Present
Green Truck LLC 2012 - Present
Northern Trust 2007 - 2012
Bremer Bank 2003 - 2007
Norwest Bank - Wells Fargo 1992 - 2003
University of Minnesota 1985 - 1992
IDS - American Express 1983 - 1985
Skills
Wealth Management, Equities, Portfolio Management, Investments, Asset Allocation, Alternative Investments, Asset Management
Education
University of Minnesota-Twin Cities
BA, Economics
Bremer Bank 2014 - Present
Green Truck LLC 2012 - Present
Northern Trust 2007 - 2012
Bremer Bank 2003 - 2007
Norwest Bank - Wells Fargo 1992 - 2003
University of Minnesota 1985 - 1992
IDS - American Express 1983 - 1985
Skills
Wealth Management, Equities, Portfolio Management, Investments, Asset Allocation, Alternative Investments, Asset Management
Education
University of Minnesota-Twin Cities
BA, Economics
Katherine Berry's Northern Trust Experience 1991 - Present
Job Senior Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust 1991 - Present
Skills
Private Banking, Banking, Wealth Management, High Net Worth..., Credit, Investment Strategies
Education
University of Notre Dame 1985 — 1989
Bachelor of Arts, English
The Hockaday School 1981 — 1985
Northern Trust 1991 - Present
Skills
Private Banking, Banking, Wealth Management, High Net Worth..., Credit, Investment Strategies
Education
University of Notre Dame 1985 — 1989
Bachelor of Arts, English
The Hockaday School 1981 — 1985
Kathy Graham's Northern Trust Experience December 2004 - June 2009
Job Senior Vice President / Senior Portfolio Manager at U.S. Bank
Industry Banking
Experience
U.S. Bank May 2013 - Present
JPMorgan Chase June 2009 - May 2013
Northern Trust December 2004 - June 2009
JPMorgan Chase June 1982 - August 2004
Skills
Asset Managment, Fixed Income, Portfolio Management, Equities, Investment Management, Alternative Investments, Wealth Management, Asset Allocation, Asset Management, Investments, Hedge Funds, Chartered Financial...
Education
The University of Chicago 1982 — 1984
MBA, Finance
University of Notre Dame - Mendoza College of Business 1973 — 1977
Bachelor of Business Administration, Accounting
Derham Hall
U.S. Bank May 2013 - Present
JPMorgan Chase June 2009 - May 2013
Northern Trust December 2004 - June 2009
JPMorgan Chase June 1982 - August 2004
Skills
Asset Managment, Fixed Income, Portfolio Management, Equities, Investment Management, Alternative Investments, Wealth Management, Asset Allocation, Asset Management, Investments, Hedge Funds, Chartered Financial...
Education
The University of Chicago 1982 — 1984
MBA, Finance
University of Notre Dame - Mendoza College of Business 1973 — 1977
Bachelor of Business Administration, Accounting
Derham Hall
Andrew M. Glick, CFP®'s Northern Trust Experience 1998 - Present
Job Trust Advisor at Northern Trust
Industry Financial Services
Experience
Northern Trust 1998 - Present
Skills
Estate Planning, Trust Services, Wealth Management, Trust Management, Wealth Management..., High Net Worth..., Wealth, Trusts, Banking
Education
University of Miami School of Law
JD
University of Pennsylvania
BA, Political Science
Northern Trust 1998 - Present
Skills
Estate Planning, Trust Services, Wealth Management, Trust Management, Wealth Management..., High Net Worth..., Wealth, Trusts, Banking
Education
University of Miami School of Law
JD
University of Pennsylvania
BA, Political Science
Thomas Hasenauer's Northern Trust Experience March 2006 - July 2012
Job Corporate Banking at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets July 2012 - Present
Northern Trust March 2006 - July 2012
Becker Underwood February 2005 - March 2006
Rabobank December 2001 - February 2005
Dresdner Kleinwort Wasserstein 1999 - 2002
Dresdner Bank 1999 - 2001
ABN AMRO Bank N.V. 1996 - 1999
ABN AMRO Bank N.V. 1996 - 1999
Skills
Financial Analysis, Credit, Relationship Management, Credit Analysis, Commercial Banking, Portfolio Management, Credit Risk, Loans, Leveraged Finance, Corporate Finance, Banking, Financial Structuring
Education
The University of Chicago 2001 — 2004
MBA, Finance/Accounting
University of Notre Dame 1992 — 1996
BBA, Finance/Investment Banking
BMO Capital Markets July 2012 - Present
Northern Trust March 2006 - July 2012
Becker Underwood February 2005 - March 2006
Rabobank December 2001 - February 2005
Dresdner Kleinwort Wasserstein 1999 - 2002
Dresdner Bank 1999 - 2001
ABN AMRO Bank N.V. 1996 - 1999
ABN AMRO Bank N.V. 1996 - 1999
Skills
Financial Analysis, Credit, Relationship Management, Credit Analysis, Commercial Banking, Portfolio Management, Credit Risk, Loans, Leveraged Finance, Corporate Finance, Banking, Financial Structuring
Education
The University of Chicago 2001 — 2004
MBA, Finance/Accounting
University of Notre Dame 1992 — 1996
BBA, Finance/Investment Banking
Christina Meitzner's Northern Trust Experience February 2011 - October 2013
Job Business Support Manager, HSBC
Industry Banking
Experience
HSBC October 2013 - Present
Northern Trust February 2011 - October 2013
Ocean Bank August 2007 - January 2011
Skills
Commercial Banking, Commercial Lending, Loans, Credit Analysis, Credit, Banking, Credit Risk, Portfolio Management, Financial Analysis, Small Business Lending, Relationship Management, Mortgage Lending, Financial Risk, Risk Management
Education
Florida International University 2013 — 2015
Master of Business Administration (MBA)
University of Miami - School of Business 2003 — 2007
BA, Finance
HSBC October 2013 - Present
Northern Trust February 2011 - October 2013
Ocean Bank August 2007 - January 2011
Skills
Commercial Banking, Commercial Lending, Loans, Credit Analysis, Credit, Banking, Credit Risk, Portfolio Management, Financial Analysis, Small Business Lending, Relationship Management, Mortgage Lending, Financial Risk, Risk Management
Education
Florida International University 2013 — 2015
Master of Business Administration (MBA)
University of Miami - School of Business 2003 — 2007
BA, Finance
Brad Kohnen's Northern Trust Experience March 2011 - Present
Job Senior Trust Administrator at Northern Trust
Industry Financial Services
Experience
Northern Trust March 2011 - Present
A. G. Edwards Trust Company FSB July 1999 - July 2008
A. G. Edwards Trust Company FSB 1997 - 1999
Skills
Wealth Management
Education
University of Missouri-Saint Louis 1983 — 1987
BSBA, Business Administration
Northern Trust March 2011 - Present
A. G. Edwards Trust Company FSB July 1999 - July 2008
A. G. Edwards Trust Company FSB 1997 - 1999
Skills
Wealth Management
Education
University of Missouri-Saint Louis 1983 — 1987
BSBA, Business Administration
Sonya Nanda's Northern Trust Experience June 2010 - August 2010
Job Associate Banker, Citi Private Bank
Industry Financial Services
Experience
Citi September 2014 - Present
Citi July 2011 - September 2014
Northern Trust June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Fundraising, Non-profits, Project Management, Data Analysis, Public Speaking, Strategic Planning, Time Management, Teamwork, Team Leadership, Business Strategy, Photoshop, Nonprofits, Management, Securities, Social Media, Research
Education
University of Miami 2007 — 2011
Bachelor’s Degree, Economics & Psychology
Citi September 2014 - Present
Citi July 2011 - September 2014
Northern Trust June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Fundraising, Non-profits, Project Management, Data Analysis, Public Speaking, Strategic Planning, Time Management, Teamwork, Team Leadership, Business Strategy, Photoshop, Nonprofits, Management, Securities, Social Media, Research
Education
University of Miami 2007 — 2011
Bachelor’s Degree, Economics & Psychology
Apurva Saxena, PMP,CSM's Northern Trust Experience October 2012 - Present
Job TCS Program Manager at Northern Trust
Industry Information Technology and Services
Experience
Northern Trust October 2012 - Present
Tata Consultancy Services July 2010 - Present
Tata Consultancy Services January 2011 - September 2012
Merill Lynch Global Wealth Management October 2006 - December 2010
Merrill Lynch Investment Managers 2003 - 2006
Reserve Bank of India February 2002 - July 2003
Tata Consultancy Services January 2001 - February 2002
Skills
Global Delivery, Business Analysis, Software Project..., SDLC, Requirements Analysis, Eagle pace, Test Management, Vendor Management, Autosys, 24x7 Production Support, Data Warehousing, Pre-sales, Solution Architecture, Requirements Gathering, Program Management, Project Management, ETL, Consulting, IT Strategy, Oracle, Business Intelligence, Management, Enterprise Architecture
Education
Institute of Management Technology, Ghaziabad 1998 — 2001
Master of Computer Applications (MCA)
University of Mumbai 1994 — 1997
BSc., Physics and Electronics
Omkaranada school,Rishikesh 1988 — 1992
High School
Deepika school
Northern Trust October 2012 - Present
Tata Consultancy Services July 2010 - Present
Tata Consultancy Services January 2011 - September 2012
Merill Lynch Global Wealth Management October 2006 - December 2010
Merrill Lynch Investment Managers 2003 - 2006
Reserve Bank of India February 2002 - July 2003
Tata Consultancy Services January 2001 - February 2002
Skills
Global Delivery, Business Analysis, Software Project..., SDLC, Requirements Analysis, Eagle pace, Test Management, Vendor Management, Autosys, 24x7 Production Support, Data Warehousing, Pre-sales, Solution Architecture, Requirements Gathering, Program Management, Project Management, ETL, Consulting, IT Strategy, Oracle, Business Intelligence, Management, Enterprise Architecture
Education
Institute of Management Technology, Ghaziabad 1998 — 2001
Master of Computer Applications (MCA)
University of Mumbai 1994 — 1997
BSc., Physics and Electronics
Omkaranada school,Rishikesh 1988 — 1992
High School
Deepika school
Sanford Carton's Northern Trust Experience August 2012 - September 2013
Job Fixed Income Research Analyst at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management September 2015 - Present
Northern Trust Asset Management September 2013 - September 2015
Northern Trust August 2012 - September 2013
Brown Brothers Harriman May 2011 - June 2011
Skills
Investments, PowerPoint, Bloomberg Terminal, Microsoft Excel, Financial Analysis, Economics, Asset Management, Bloomberg, Valuation, Finance
Education
University of Michigan 2008 — 2012
B. A., Political Science
University of Chicago Lab High School 2004 — 2008
Northern Trust Asset Management September 2015 - Present
Northern Trust Asset Management September 2013 - September 2015
Northern Trust August 2012 - September 2013
Brown Brothers Harriman May 2011 - June 2011
Skills
Investments, PowerPoint, Bloomberg Terminal, Microsoft Excel, Financial Analysis, Economics, Asset Management, Bloomberg, Valuation, Finance
Education
University of Michigan 2008 — 2012
B. A., Political Science
University of Chicago Lab High School 2004 — 2008
Matt Rittenhouse's Northern Trust Experience April 2008 - July 2010
Job Sr. Associate Channel Marketing Manager at General Mills
Industry Marketing and Advertising
Experience
General Mills April 2014 - Present
General Mills June 2013 - April 2014
General Mills June 2012 - June 2013
General Mills May 2011 - August 2011
Northern Trust April 2008 - July 2010
Northern Trust October 2006 - April 2008
Northern Trust December 2004 - October 2006
Scudder Investments / Deutsche Bank September 2002 - April 2004
Skills
Financial Analysis, Cross-functional Team..., Business Strategy, Competitive Analysis, Market Research, Forecasting, Leadership, Pricing, Product Development, Analytics, Strategy, Marketing Strategy, Data Analysis, Brand Management, Market Analysis, Customer Insight, Marketing, Product Management, Financial Modeling, Segmentation, Strategic Planning, Business Analysis
Education
University of Minnesota - Carlson School of Management 2010 — 2012
Master of Business Administration, Marketing and Strategy
University of Wisconsin-Madison 1997 — 2002
Bachelor of Arts, Journalism and Mass Communications; Integrated Marketing Communications
General Mills April 2014 - Present
General Mills June 2013 - April 2014
General Mills June 2012 - June 2013
General Mills May 2011 - August 2011
Northern Trust April 2008 - July 2010
Northern Trust October 2006 - April 2008
Northern Trust December 2004 - October 2006
Scudder Investments / Deutsche Bank September 2002 - April 2004
Skills
Financial Analysis, Cross-functional Team..., Business Strategy, Competitive Analysis, Market Research, Forecasting, Leadership, Pricing, Product Development, Analytics, Strategy, Marketing Strategy, Data Analysis, Brand Management, Market Analysis, Customer Insight, Marketing, Product Management, Financial Modeling, Segmentation, Strategic Planning, Business Analysis
Education
University of Minnesota - Carlson School of Management 2010 — 2012
Master of Business Administration, Marketing and Strategy
University of Wisconsin-Madison 1997 — 2002
Bachelor of Arts, Journalism and Mass Communications; Integrated Marketing Communications
Nicole (Bared) Puerto's Northern Trust Experience January 2013 - Present
Job Officer Associate Trust Relationship Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust January 2013 - Present
Northern Trust July 2010 - December 2012
Merrill Lynch September 2008 - June 2010
Skills
Alternative Investments, Asset Allocation, Asset Management, Fixed Income, Investments, Loans, Mutual Funds, Series 7, Portfolio Management, Wealth Management
Education
University of Miami - School of Business 2011 — 2012
Master of Business Administration (M.B.A.), Finance Concentration
University of Miami 2003 — 2007
BS, English & Communications
Northern Trust January 2013 - Present
Northern Trust July 2010 - December 2012
Merrill Lynch September 2008 - June 2010
Skills
Alternative Investments, Asset Allocation, Asset Management, Fixed Income, Investments, Loans, Mutual Funds, Series 7, Portfolio Management, Wealth Management
Education
University of Miami - School of Business 2011 — 2012
Master of Business Administration (M.B.A.), Finance Concentration
University of Miami 2003 — 2007
BS, English & Communications
Ryan Larrenaga's Northern Trust Experience June 1993 - May 1995
Job Vice President and Group Counsel at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 2010 - Present
Bank of America 2005 - 2010
Ropes & Gray 1998 - 2005
Northern Trust June 1993 - May 1995
Skills
Venture Capital, Investments, Private Placements, Legal Writing, Options, Risk Management, Equities, SEC filings, Derivatives, Legal Research, Exchange-Traded Funds..., Mutual Funds, Closed-end Funds, Investment Advisory..., Unified Managed Accounts, Proxy Voting, Corporate Law, Corporate Governance, Securities Law
Education
University of Michigan Law School 1995 — 1998
J.D.
The University of Chicago 1989 — 1993
B.A., Social Sciences
Ameriprise Financial May 2010 - Present
Bank of America 2005 - 2010
Ropes & Gray 1998 - 2005
Northern Trust June 1993 - May 1995
Skills
Venture Capital, Investments, Private Placements, Legal Writing, Options, Risk Management, Equities, SEC filings, Derivatives, Legal Research, Exchange-Traded Funds..., Mutual Funds, Closed-end Funds, Investment Advisory..., Unified Managed Accounts, Proxy Voting, Corporate Law, Corporate Governance, Securities Law
Education
University of Michigan Law School 1995 — 1998
J.D.
The University of Chicago 1989 — 1993
B.A., Social Sciences
Laura Laberee's Northern Trust Experience September 2010 - September 2011
Job Wealth Advisor Trust Specialist at Comerica Bank
Industry Banking
Experience
Comerica Bank October 2013 - Present
Edward Jones June 2012 - October 2013
Northern Trust September 2010 - September 2011
Wells Fargo Private Bank 2004 - 2010
Skills
Asset Allocation, Asset Managment, High Net Worth..., Wealth Management, Portfolio Management, Alternative Investments, Wealth Management..., Trust Services, Wealth, Series 7, Investment Management, Asset Management, Finance, Investment Strategies, Investment Advisory, Banking
Education
Abraham Lincoln University 2004 — 2006
Law School
University of North Texas
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Comerica Bank October 2013 - Present
Edward Jones June 2012 - October 2013
Northern Trust September 2010 - September 2011
Wells Fargo Private Bank 2004 - 2010
Skills
Asset Allocation, Asset Managment, High Net Worth..., Wealth Management, Portfolio Management, Alternative Investments, Wealth Management..., Trust Services, Wealth, Series 7, Investment Management, Asset Management, Finance, Investment Strategies, Investment Advisory, Banking
Education
Abraham Lincoln University 2004 — 2006
Law School
University of North Texas
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Phil Skelly's Northern Trust Experience 2000 - 2011
Job Independent Investment Management Professional
Industry Investment Management
Experience
Northern Trust 2000 - 2011
Education
University of Missouri-Columbia
B.S. Business Admin., Finance and Financial Management Services
Northern Trust 2000 - 2011
Education
University of Missouri-Columbia
B.S. Business Admin., Finance and Financial Management Services
Hadley Haas's Northern Trust Experience July 1994 - 1995
Job Consultant at Self Employed Consultant (Marketing)
Industry Marketing and Advertising
Experience
Self Employed Consultant (Marketing) June 2006 - Present
NueVista Group March 2005 - April 2006
AT&T March 1998 - December 2003
Faneuil Inc 1995 - 1998
Northern Trust July 1994 - 1995
Education
University of Michigan 1990 — 1994
B.A., Economics, Communications
Self Employed Consultant (Marketing) June 2006 - Present
NueVista Group March 2005 - April 2006
AT&T March 1998 - December 2003
Faneuil Inc 1995 - 1998
Northern Trust July 1994 - 1995
Education
University of Michigan 1990 — 1994
B.A., Economics, Communications
Chris Ebey's Northern Trust Experience 2008 - Present
Job Team Leader at The Northern Trust Company
Industry Financial Services
Experience
Northern Trust 2008 - Present
Northern Trust 2007 - 2008
Northern Trust 2006 - 2007
Oak Brook Bank 2005 - 2006
Grosvenor Capital Management 2004 - 2005
Northern Trust 1999 - 2004
Education
University of Notre Dame 1994 — 1998
Bachelor of Business Administration, Business Administration - Marketing
Northern Trust 2008 - Present
Northern Trust 2007 - 2008
Northern Trust 2006 - 2007
Oak Brook Bank 2005 - 2006
Grosvenor Capital Management 2004 - 2005
Northern Trust 1999 - 2004
Education
University of Notre Dame 1994 — 1998
Bachelor of Business Administration, Business Administration - Marketing
Bernadine Jackson's Northern Trust Experience June 1992 - Present
Job Vice President at Northern Trust Company
Industry Financial Services
Experience
Northern Trust June 1992 - Present
Northern Trust Company June 1992 - Present
Harris Bank & Trust Company November 1988 - June 1992
Mercantile Bank & Trust June 1986 - June 1988
Skills
Portfolio Management, Wealth Management, Alternative Investments, Investments, Asset Allocation, Investment Management, Asset Management, Manage client..., New Business Development, Strategic Financial...
Education
St. Louis University
Master of Business Administration (M.B.A.), Finance
University of Missouri-Saint Louis
B.S., Chemistry and Education
Northern Trust June 1992 - Present
Northern Trust Company June 1992 - Present
Harris Bank & Trust Company November 1988 - June 1992
Mercantile Bank & Trust June 1986 - June 1988
Skills
Portfolio Management, Wealth Management, Alternative Investments, Investments, Asset Allocation, Investment Management, Asset Management, Manage client..., New Business Development, Strategic Financial...
Education
St. Louis University
Master of Business Administration (M.B.A.), Finance
University of Missouri-Saint Louis
B.S., Chemistry and Education
Suzanne Fox's Northern Trust Experience
Job Senior Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust
Skills
Relationship Management, Risk Management, Leadership, Financial Services, Process Improvement, Investments, Management, Portfolio Management, Strategic Planning, Vendor Management, Asset Management
Education
University of Michigan
Northern Trust
Skills
Relationship Management, Risk Management, Leadership, Financial Services, Process Improvement, Investments, Management, Portfolio Management, Strategic Planning, Vendor Management, Asset Management
Education
University of Michigan
Linda C Flewelling, CFA, CPWA's Northern Trust Experience November 2007 - Present
Job
Industry Financial Services
Experience
Northern Trust November 2007 - Present
Northern Trust December 1994 - November 2007
Northern Trust October 1989 - December 1994
Northern Trust June 1986 - October 1989
Skills
Portfolio Management, Wealth Management, Asset Allocation, Fixed Income, Investments, Alternative Investments, Asset Management, Investment Strategies, Investment Advisory, Investment Management, Wealth Management..., Hedge Funds, Equities, Derivatives, Securities, High Net Worth..., Financial Markets, Bonds, Mutual Funds, Estate Planning, Wealth
Education
University of Miami - School of Business 1983 — 1984
MBA
University of Miami - School of Business 1979 — 1983
BBA in Finance
Northern Trust November 2007 - Present
Northern Trust December 1994 - November 2007
Northern Trust October 1989 - December 1994
Northern Trust June 1986 - October 1989
Skills
Portfolio Management, Wealth Management, Asset Allocation, Fixed Income, Investments, Alternative Investments, Asset Management, Investment Strategies, Investment Advisory, Investment Management, Wealth Management..., Hedge Funds, Equities, Derivatives, Securities, High Net Worth..., Financial Markets, Bonds, Mutual Funds, Estate Planning, Wealth
Education
University of Miami - School of Business 1983 — 1984
MBA
University of Miami - School of Business 1979 — 1983
BBA in Finance
Kevin Beirich's Northern Trust Experience July 2012 - Present
Job Financial Analyst at Northern Trust Hedge Fund Services
Industry Financial Services
Experience
Northern Trust July 2012 - Present
Envestnet Asset Management May 2011 - July 2012
Education
University of Missouri-Columbia 2007 — 2011
Northern Trust July 2012 - Present
Envestnet Asset Management May 2011 - July 2012
Education
University of Missouri-Columbia 2007 — 2011
Shari Jarrette's Northern Trust Experience November 2010 - Present
Job Registered representative at TNT
Industry Financial Services
Experience
Northern Trust November 2010 - Present
JPMorgan Chase April 2010 - November 2010
Education
University of Nevada-Las Vegas 2003 — 2008
Liberal Arts and Sciences/Liberal Studies
Northern Trust November 2010 - Present
JPMorgan Chase April 2010 - November 2010
Education
University of Nevada-Las Vegas 2003 — 2008
Liberal Arts and Sciences/Liberal Studies
Christian Thornburg's Northern Trust Experience February 2001 - February 2005
Job Managing Director, Regional Director at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust February 2005 - Present
Northern Trust February 2001 - February 2005
Education
University of Notre Dame Law School
Doctor of Law (JD)
University of Vermont
Bachelor of Science (BS), Business Administration
Westminster Christian
Bessemer Trust February 2005 - Present
Northern Trust February 2001 - February 2005
Education
University of Notre Dame Law School
Doctor of Law (JD)
University of Vermont
Bachelor of Science (BS), Business Administration
Westminster Christian
Kristen Ariano's Northern Trust Experience 2012 - Present
Job Vice President at Northern Trust
Industry Accounting
Experience
Northern Trust 2012 - Present
Omnium LLC July 2010 - October 2012
Ernst and Young May 2006 - July 2010
Skills
CPA
Education
University of Notre Dame
Master of Science (M.S.), Accounting
Northern Trust 2012 - Present
Omnium LLC July 2010 - October 2012
Ernst and Young May 2006 - July 2010
Skills
CPA
Education
University of Notre Dame
Master of Science (M.S.), Accounting
Anna Dvinsky Domb's Northern Trust Experience February 2008 - May 2011
Job Marketing/Asset Management
Industry Financial Services
Experience
Northern Trust February 2008 - May 2011
Canyon Capital Advisors September 2006 - December 2007
New York Life Investment Management April 2003 - August 2006
J.P. Morgan June 2000 - January 2002
Lazard Asset Management June 1998 - June 2000
Skills
Marketing Communications, Marketing Strategy, Sales, Investor Relations, Manage Client..., Client Relations Skills, Client Development
Education
University of New Hampshire - Whittemore School of Business and Economics 1994 — 1998
Bachelor's Degree, Business Administration and Management, General
Northern Trust February 2008 - May 2011
Canyon Capital Advisors September 2006 - December 2007
New York Life Investment Management April 2003 - August 2006
J.P. Morgan June 2000 - January 2002
Lazard Asset Management June 1998 - June 2000
Skills
Marketing Communications, Marketing Strategy, Sales, Investor Relations, Manage Client..., Client Relations Skills, Client Development
Education
University of New Hampshire - Whittemore School of Business and Economics 1994 — 1998
Bachelor's Degree, Business Administration and Management, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.