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,
Northern Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Northern Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Northern Trust Salaries. You can even request information on how much does Northern Trust pay if you want to. Learn about salaries, pros and cons of working for Northern Trust directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
5,178 Northern Trust employees in database. Find out everything there's to know about Northern Trust employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Northern Trust Employees
Employee
Years
Job
Industry
Demetress Scott Demetress Scott's Northern Trust Experience March 2003 - July 2006
Job Cre Construction Loan Administration Officer at The Private Bank And Trust Company
Industry Banking
Experience
The PrivateBank 2011 - Present
The Private Bank And Trust Company July 2011 - 2014
Cole Taylor Bank July 2006 - July 2011
Cole Taylor Bank July 2006 - July 2011
Northern Trust March 2003 - July 2006
Northern Trust October 1999 - March 2003
Northern Trust October 1998 - October 1999
Calumet Federal Savings & Loans April 1996 - October 1998
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Loans, Mortgage Lending, Portfolio Management, Underwriting, Consumer Lending, Credit Analysis, Financial Analysis, Customer Service, Management
Education
University of Phoenix 2014 — 2016
Master of Business Administration (MBA)
University of Phoenix 2011 — 2014
Bachelors of Arts, Business Administration
University of Phoenix 2008 — 2010
Associate of Arts in Accounting / Bachelors of Arts in Business Administration, Accounting
The PrivateBank 2011 - Present
The Private Bank And Trust Company July 2011 - 2014
Cole Taylor Bank July 2006 - July 2011
Cole Taylor Bank July 2006 - July 2011
Northern Trust March 2003 - July 2006
Northern Trust October 1999 - March 2003
Northern Trust October 1998 - October 1999
Calumet Federal Savings & Loans April 1996 - October 1998
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Loans, Mortgage Lending, Portfolio Management, Underwriting, Consumer Lending, Credit Analysis, Financial Analysis, Customer Service, Management
Education
University of Phoenix 2014 — 2016
Master of Business Administration (MBA)
University of Phoenix 2011 — 2014
Bachelors of Arts, Business Administration
University of Phoenix 2008 — 2010
Associate of Arts in Accounting / Bachelors of Arts in Business Administration, Accounting
Daniel Quinlan Daniel Quinlan's Northern Trust Experience May 2010 - December 2010
Job Hospitality Professional
Industry Hospitality
Experience
Champps Americana 2012 - 2013
Circle K March 2011 - July 2011
Northern Trust May 2010 - December 2010
The Boston Consulting Group May 2008 - August 2009
Skills
Basketball, Basketball strategy,, Talent Scouting, Player Development
Education
University of South Carolina Upstate 2005 — 2007
None, Psychology, 2.8
Champps Americana 2012 - 2013
Circle K March 2011 - July 2011
Northern Trust May 2010 - December 2010
The Boston Consulting Group May 2008 - August 2009
Skills
Basketball, Basketball strategy,, Talent Scouting, Player Development
Education
University of South Carolina Upstate 2005 — 2007
None, Psychology, 2.8
Jasmine Kizart's Northern Trust Experience June 2009 - September 2012
Job Onboarding Specialist at DayNine Consulting, Inc.
Industry Information Technology and Services
Experience
DayNine Consulting, Inc. October 2013 - Present
CTG/IBM/Walgreen's September 2012 - October 2013
Northern Trust June 2009 - September 2012
Northern Trust June 2006 - June 2009
Northern Trust November 2003 - June 2006
Skills
Portfolio Management, Financial Analysis, Credit Analysis, Equities, Risk Management, Mutual Funds, Bloomberg, Commercial Banking, Wealth Management, Asset Managment
Education
University of Phoenix 2006 — 2008
Bachelor of Science (B.S.), Business Management/Finance
DayNine Consulting, Inc. October 2013 - Present
CTG/IBM/Walgreen's September 2012 - October 2013
Northern Trust June 2009 - September 2012
Northern Trust June 2006 - June 2009
Northern Trust November 2003 - June 2006
Skills
Portfolio Management, Financial Analysis, Credit Analysis, Equities, Risk Management, Mutual Funds, Bloomberg, Commercial Banking, Wealth Management, Asset Managment
Education
University of Phoenix 2006 — 2008
Bachelor of Science (B.S.), Business Management/Finance
Charles D. Zalakar Charles D. Zalakar's Northern Trust Experience June 2000 - Present
Job Personal Trust Advisor at Northern Trust
Industry Financial Services
Experience
Northern Trust June 2000 - Present
NBD / Bank One 1997 - 2000
Mellon Bank May 1994 - August 1997
Skills
Personal Trust..., Investments, Tax-planning, Fiduciary Services, Personal Financial..., Estate Planning, Estate Tax Planning, Wealth Management, Trust Services, High Net Worth..., Tax, Asset Allocation, Trusts, Investment Advisory, Retirement Planning, Wealth
Education
University of Pittsburgh 1981 — 1985
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Northern Trust June 2000 - Present
NBD / Bank One 1997 - 2000
Mellon Bank May 1994 - August 1997
Skills
Personal Trust..., Investments, Tax-planning, Fiduciary Services, Personal Financial..., Estate Planning, Estate Tax Planning, Wealth Management, Trust Services, High Net Worth..., Tax, Asset Allocation, Trusts, Investment Advisory, Retirement Planning, Wealth
Education
University of Pittsburgh 1981 — 1985
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Judi Whigham, MBA Judi Whigham, MBA's Northern Trust Experience November 2006 - May 2011
Job Field Supervision Director
Industry Financial Services
Experience
OUR Group July 2013 - February 2015
Arizona Bank & Trust February 2013 - July 2014
Merrill Edge January 2012 - February 2013
Northern Trust November 2006 - May 2011
M&I Bank August 2004 - October 2006
BBVA Compass August 1999 - August 2004
Boston Market November 1996 - February 1999
Education
University of Phoenix 2007 — 2008
MBA, Master of Business Administration
Chaparral College 2003 — 2005
Bachelor of Science, Business Administration
OUR Group July 2013 - February 2015
Arizona Bank & Trust February 2013 - July 2014
Merrill Edge January 2012 - February 2013
Northern Trust November 2006 - May 2011
M&I Bank August 2004 - October 2006
BBVA Compass August 1999 - August 2004
Boston Market November 1996 - February 1999
Education
University of Phoenix 2007 — 2008
MBA, Master of Business Administration
Chaparral College 2003 — 2005
Bachelor of Science, Business Administration
Khanh Chau Khanh Chau's Northern Trust Experience August 2009 - December 2013
Job Experienced Solutions Architect specializes in Data Federation and Data Virtualization
Industry Information Technology and Services
Experience
Northern Trust Corporation January 2014 - Present
Northern Trust August 2009 - December 2013
Level 5 Technologies August 2005 - December 2013
Perot Systems June 1997 - August 2005
Apogee Technology Group June 1994 - June 1997
Senior Test Engineer May 1993 - May 1994
Westinghouse, AT&T June 1988 - May 1993
Skills
Cisco Data Virtualizaton, Hadoop, SOA, ETL/ELT, Enterprise Architecture, Enterprise Software, NoSQL, Java Enterprise Edition, Agile Methodologies, EAI, Service Oriented..., Data Analysis, Business Intelligence, Software Development, Service Orientation, IT Strategy, Solution Architecture, Requirements Analysis, Integration
Education
University of Pittsburgh 1984 — 1988
BS
Northern Trust Corporation January 2014 - Present
Northern Trust August 2009 - December 2013
Level 5 Technologies August 2005 - December 2013
Perot Systems June 1997 - August 2005
Apogee Technology Group June 1994 - June 1997
Senior Test Engineer May 1993 - May 1994
Westinghouse, AT&T June 1988 - May 1993
Skills
Cisco Data Virtualizaton, Hadoop, SOA, ETL/ELT, Enterprise Architecture, Enterprise Software, NoSQL, Java Enterprise Edition, Agile Methodologies, EAI, Service Oriented..., Data Analysis, Business Intelligence, Software Development, Service Orientation, IT Strategy, Solution Architecture, Requirements Analysis, Integration
Education
University of Pittsburgh 1984 — 1988
BS
Christa Southgate Christa Southgate's Northern Trust Experience August 1996 - Present
Job Trust Administration 2nd V.P., Northern Trust
Industry Financial Services
Experience
Northern Trust August 1996 - Present
Central Fidelity 1993 - 1996
Skills
Event Planning, Event Management, Business Development, Relationship Management, Commercial Banking, Community Outreach, Management, Marketing Communications, Budgets, Positive Work..., Volunteer Recruiting, Spreadsheets, Grant Writing, Financial Services, Banking, Fundraising, Customer Service, Public Relations, Public Speaking, Recruiting, Leadership, Strategic Planning, Nonprofits
Education
University of South Florida - College of Business Administration 2000 — 2005
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
Thomas Carr Howe High School, Indianapolis IN 1988 — 1992
Diploma with Honors
Northern Trust August 1996 - Present
Central Fidelity 1993 - 1996
Skills
Event Planning, Event Management, Business Development, Relationship Management, Commercial Banking, Community Outreach, Management, Marketing Communications, Budgets, Positive Work..., Volunteer Recruiting, Spreadsheets, Grant Writing, Financial Services, Banking, Fundraising, Customer Service, Public Relations, Public Speaking, Recruiting, Leadership, Strategic Planning, Nonprofits
Education
University of South Florida - College of Business Administration 2000 — 2005
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
Thomas Carr Howe High School, Indianapolis IN 1988 — 1992
Diploma with Honors
Thomas Skuta Thomas Skuta's Northern Trust Experience June 2006 - May 2011
Job Field Account Specialist
Industry Facilities Services
Experience
USM October 2014 - Present
UL August 2011 - October 2014
Northern Trust June 2006 - May 2011
Lee Auto Parts January 2001 - May 2006
Skills
Customer Service, Communication, Analytic Thinking, High Organizational..., Team-oriented, Continuous Improvement, Microsoft Office, Management, Auditing, PowerPoint, Analysis, Customer Satisfaction, Account Reconciliation, Leadership, Banking, Invoicing, Integration, Loans, Finance, Account Management, Project Management
Education
University of Phoenix 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
John Hersey High School 1996 — 2000
USM October 2014 - Present
UL August 2011 - October 2014
Northern Trust June 2006 - May 2011
Lee Auto Parts January 2001 - May 2006
Skills
Customer Service, Communication, Analytic Thinking, High Organizational..., Team-oriented, Continuous Improvement, Microsoft Office, Management, Auditing, PowerPoint, Analysis, Customer Satisfaction, Account Reconciliation, Leadership, Banking, Invoicing, Integration, Loans, Finance, Account Management, Project Management
Education
University of Phoenix 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
John Hersey High School 1996 — 2000
John Schukar John Schukar's Northern Trust Experience November 1999 - April 2010
Job SVP at Sterling Bank HQ
Industry Banking
Experience
Sterling Bank HQ May 2013 - Present
Boston Private Bank April 2010 - May 2013
Northern Trust November 1999 - April 2010
Skills
Credit Management, Credit Risk, Management, Business Development, Non-profit Leadership, Executive Management
Education
University of Puget Sound 1980 — 1982
MBA, Business Administration and Management, General
Cal State University - Long Beach 1968 — 1970
BS, Business Administration and Management, General
Sterling Bank HQ May 2013 - Present
Boston Private Bank April 2010 - May 2013
Northern Trust November 1999 - April 2010
Skills
Credit Management, Credit Risk, Management, Business Development, Non-profit Leadership, Executive Management
Education
University of Puget Sound 1980 — 1982
MBA, Business Administration and Management, General
Cal State University - Long Beach 1968 — 1970
BS, Business Administration and Management, General
Clintnetta Lewis Clintnetta Lewis's Northern Trust Experience June 2008 - August 2008
Job Student at University of San Francisco
Industry Design
Experience
Budapest Ministry June 2012 - Present
University of San Francisco August 2011 - November 2011
J.Crew May 2011 - September 2011
Northern Trust June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Music Industry, Drawing, Acting, Street Dance, Singing, Clerical Skills, Sales Operations, Sales Presentations, Quantitative Research, Environmental Science, Environmental Policy, Philosophy of Mind, Philosophy of Religion, Philosophy Of Science, Entertainment, Leadership Development, Team Leadership, Outdoor Recreation, Camping, Social Media Marketing, Communication Skills, Android Development
Education
University of San Francisco 2010 — 2014
University of Illinois at Chicago Saturday College 2004 — 2009
Budapest Ministry June 2012 - Present
University of San Francisco August 2011 - November 2011
J.Crew May 2011 - September 2011
Northern Trust June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Music Industry, Drawing, Acting, Street Dance, Singing, Clerical Skills, Sales Operations, Sales Presentations, Quantitative Research, Environmental Science, Environmental Policy, Philosophy of Mind, Philosophy of Religion, Philosophy Of Science, Entertainment, Leadership Development, Team Leadership, Outdoor Recreation, Camping, Social Media Marketing, Communication Skills, Android Development
Education
University of San Francisco 2010 — 2014
University of Illinois at Chicago Saturday College 2004 — 2009
Cheryl Dodge Cheryl Dodge's Northern Trust Experience September 1987 - Present
Job Vice President, West Region Banking Administrator at Northern Trust
Industry Financial Services
Experience
Northern Trust September 1987 - Present
Bank of America October 1973 - September 1987
Skills
Wealth Management..., Wealth Management, Financial Services, Portfolio Management, Asset Allocation, Asset Management, Credit, Fixed Income, Private Banking, Financial Analysis, Risk Management, Investment Advisory, Hedge Funds, Commercial Lending, Equities, Banking, Strategic Financial..., Investments, Securities, Alternative Investments, Mutual Funds
Education
University of Phoenix 1989 — 1991
Business Administration and Management, General
University of Phoenix-Southern California Campus
Business Administration and Management, General
Northern Trust September 1987 - Present
Bank of America October 1973 - September 1987
Skills
Wealth Management..., Wealth Management, Financial Services, Portfolio Management, Asset Allocation, Asset Management, Credit, Fixed Income, Private Banking, Financial Analysis, Risk Management, Investment Advisory, Hedge Funds, Commercial Lending, Equities, Banking, Strategic Financial..., Investments, Securities, Alternative Investments, Mutual Funds
Education
University of Phoenix 1989 — 1991
Business Administration and Management, General
University of Phoenix-Southern California Campus
Business Administration and Management, General
Henry Cho Henry Cho's Northern Trust Experience December 2011 - April 2014
Job Senior Account Manager, Northern Trust Company
Industry Financial Services
Experience
Northern Trust Wealth Management May 2014 - Present
Northern Trust December 2011 - April 2014
Northern Trust February 2011 - December 2011
Northern Trust May 2007 - February 2011
The Hollywood Reporter June 2006 - May 2007
Personnel Decisions International May 2005 - May 2006
TOMY Corporation May 2004 - May 2005
Education
University of Southern California 2000 — 2004
Psychology & Social Sciences
Northern Trust Wealth Management May 2014 - Present
Northern Trust December 2011 - April 2014
Northern Trust February 2011 - December 2011
Northern Trust May 2007 - February 2011
The Hollywood Reporter June 2006 - May 2007
Personnel Decisions International May 2005 - May 2006
TOMY Corporation May 2004 - May 2005
Education
University of Southern California 2000 — 2004
Psychology & Social Sciences
Kevin Finch, CFA Kevin Finch, CFA's Northern Trust Experience June 2012 - September 2014
Job Business Professional at Graystone Consulting
Industry Financial Services
Experience
Graystone Consulting September 2014 - Present
Northern Trust June 2012 - September 2014
Newedge USA LLC December 2009 - June 2012
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Analytical Finance
University of South Carolina-Columbia
BS, Investment Finance
Graystone Consulting September 2014 - Present
Northern Trust June 2012 - September 2014
Newedge USA LLC December 2009 - June 2012
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Analytical Finance
University of South Carolina-Columbia
BS, Investment Finance
Alex M. Perry, MCR, SLCR's Northern Trust Experience June 2013 - Present
Job Vice President, Corporate Real Estate Manager at Northern Trust
Industry Commercial Real Estate
Experience
Northern Trust June 2013 - Present
Sacco James August 2010 - June 2013
Cushman & Wakefield June 2001 - August 2010
CFO Roundtable at the University of San Diego 2007 - 2010
Skills
Executive Coaching, Management Consulting, Organizational..., Tenant Representation, Lease Negotiations, Public Speaking, Creative Strategy, Corporate Real Estate, Commercial Real Estate, Leases, Disposition, Negotiation, Portfolio Management, Strategic Planning, Asset Management
Education
University of San Diego 1992 — 1997
B.A. Interdisciplinary Humanities, Music History Emphasis, Minor - Leadership Studies
National Outdoor Leadership School (N.O.L.S.) 1994 — 1994
Semester in the Rockies, Mountain, Climbing, Caving, Canyons, Winter (Ski)
CoreNet Global
Northern Trust June 2013 - Present
Sacco James August 2010 - June 2013
Cushman & Wakefield June 2001 - August 2010
CFO Roundtable at the University of San Diego 2007 - 2010
Skills
Executive Coaching, Management Consulting, Organizational..., Tenant Representation, Lease Negotiations, Public Speaking, Creative Strategy, Corporate Real Estate, Commercial Real Estate, Leases, Disposition, Negotiation, Portfolio Management, Strategic Planning, Asset Management
Education
University of San Diego 1992 — 1997
B.A. Interdisciplinary Humanities, Music History Emphasis, Minor - Leadership Studies
National Outdoor Leadership School (N.O.L.S.) 1994 — 1994
Semester in the Rockies, Mountain, Climbing, Caving, Canyons, Winter (Ski)
CoreNet Global
Mohit Sauhta's Northern Trust Experience October 2005 - October 2010
Job Principal Architect at Premier, Inc
Industry Information Technology and Services
Experience
Premier, Inc January 2015 - Present
Premier, Inc. March 2012 - Present
Perficient September 2010 - March 2012
Northern Trust October 2005 - October 2010
M4 Consulting 2003 - September 2005
Sogeti 2001 - 2003
Cap Gemini Ernst & Young 1999 - 2001
Tata Consultancy Services 1996 - 1998
Skills
Business Intelligence, Enterprise Architecture, Solution Architecture, J2EE
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Analytical Finance, Economics
National Center for Software Technology 1994 — 1996
CCST/PGDST, Software
University of Pune 1989 — 1993
BS, Electronics Engineering
Premier, Inc January 2015 - Present
Premier, Inc. March 2012 - Present
Perficient September 2010 - March 2012
Northern Trust October 2005 - October 2010
M4 Consulting 2003 - September 2005
Sogeti 2001 - 2003
Cap Gemini Ernst & Young 1999 - 2001
Tata Consultancy Services 1996 - 1998
Skills
Business Intelligence, Enterprise Architecture, Solution Architecture, J2EE
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Analytical Finance, Economics
National Center for Software Technology 1994 — 1996
CCST/PGDST, Software
University of Pune 1989 — 1993
BS, Electronics Engineering
Anna Ovaert's Northern Trust Experience July 2011 - September 2011
Job Public Relations & Entertainment Relations Intern at BCBGMAXAZRIAGROUP
Industry Public Relations and Communications
Experience
BCBGMAXAZRIAGROUP August 2015 - Present
the projects* January 2015 - March 2015
Mandarin Oriental Hotel Group September 2014 - December 2014
Avenue K April 2014 - August 2014
Carolyn Kamii Public Relations March 2014 - August 2014
USC Auxiliary Services October 2013 - May 2014
Namevents June 2013 - September 2013
Northern Trust July 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Time Management, InDesign, Bartending, Events Coordination, Leadership, Event Planning, Social Media Marketing, Spanish, Facebook
Education
University of Southern California 2012 — 2015
Bachelor of Arts (B.A.), Public Relations
The American School in London 2007 — 2011
BCBGMAXAZRIAGROUP August 2015 - Present
the projects* January 2015 - March 2015
Mandarin Oriental Hotel Group September 2014 - December 2014
Avenue K April 2014 - August 2014
Carolyn Kamii Public Relations March 2014 - August 2014
USC Auxiliary Services October 2013 - May 2014
Namevents June 2013 - September 2013
Northern Trust July 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Time Management, InDesign, Bartending, Events Coordination, Leadership, Event Planning, Social Media Marketing, Spanish, Facebook
Education
University of Southern California 2012 — 2015
Bachelor of Arts (B.A.), Public Relations
The American School in London 2007 — 2011
John Massey John Massey's Northern Trust Experience 2012 - Present
Job SVP at Northern Trust
Industry Investment Management
Experience
Northern Trust 2012 - Present
AIG SunAmerica Asset Management January 2006 - November 2011
JP Morgan Asset Management 2001 - 2005
Standard & Poor's 1998 - 2001
Skills
Equities, Hedge Funds, Asset Management, Series 7, Financial Services, Portfolio Management, Mutual Funds, Alternative Investments, Investments, Equity Research, Bloomberg, Asset Allocation, Investment Management, Private Equity, Wealth Management, Valuation, Securities, Financial Modeling, Investment Strategies, Trading, Fixed Income, Options, ETFs, Financial Markets, Investment Advisory, Financial Advisory
Education
University of Southern California
BA, Economics
Northern Trust 2012 - Present
AIG SunAmerica Asset Management January 2006 - November 2011
JP Morgan Asset Management 2001 - 2005
Standard & Poor's 1998 - 2001
Skills
Equities, Hedge Funds, Asset Management, Series 7, Financial Services, Portfolio Management, Mutual Funds, Alternative Investments, Investments, Equity Research, Bloomberg, Asset Allocation, Investment Management, Private Equity, Wealth Management, Valuation, Securities, Financial Modeling, Investment Strategies, Trading, Fixed Income, Options, ETFs, Financial Markets, Investment Advisory, Financial Advisory
Education
University of Southern California
BA, Economics
Brett Stratton Brett Stratton's Northern Trust Experience August 2013 - Present
Job Senior Business Analyst at Northern Trust
Industry Financial Services
Experience
Northern Trust August 2013 - Present
Northern Trust January 2011 - July 2013
Northern Trust September 2008 - January 2011
Skills
Asset Allocation, Wealth Management, Investments, Project Management, Management, Business Strategy
Education
University of Puget Sound 2002 — 2006
BS, Business & Computer Science
University School of Milwaukee
Northern Trust August 2013 - Present
Northern Trust January 2011 - July 2013
Northern Trust September 2008 - January 2011
Skills
Asset Allocation, Wealth Management, Investments, Project Management, Management, Business Strategy
Education
University of Puget Sound 2002 — 2006
BS, Business & Computer Science
University School of Milwaukee
Barbara Tingley Barbara Tingley's Northern Trust Experience May 1993 - March 2011
Job at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo March 2011 - Present
Northern Trust May 1993 - March 2011
Alpha Phi Foundation 1998 - 2006
Security Pacific Bank 1977 - 1993
Skills
High Net Worth..., Project Management, Wealth Management, Underwriting, Credit, Portfolio Management, Asset Allocation, Investments, Securities, Financial Structuring, Wealth Management..., Private Banking, Loans, Banking, Asset Management, Investment Advisory, Mutual Funds, Series 7, Relationship Management, FINRA Series 7 & 66..., Commercial Lending, Alternative Investments, Financial Services, Investment Strategies
Education
Pacific Coast Banking School/University of Washington 1998 — 2000
Bank Management
University of Southern California 1973 — 1977
BA, Public Relations
Wells Fargo March 2011 - Present
Northern Trust May 1993 - March 2011
Alpha Phi Foundation 1998 - 2006
Security Pacific Bank 1977 - 1993
Skills
High Net Worth..., Project Management, Wealth Management, Underwriting, Credit, Portfolio Management, Asset Allocation, Investments, Securities, Financial Structuring, Wealth Management..., Private Banking, Loans, Banking, Asset Management, Investment Advisory, Mutual Funds, Series 7, Relationship Management, FINRA Series 7 & 66..., Commercial Lending, Alternative Investments, Financial Services, Investment Strategies
Education
Pacific Coast Banking School/University of Washington 1998 — 2000
Bank Management
University of Southern California 1973 — 1977
BA, Public Relations
Cherelyn Riesmeyer Cherelyn Riesmeyer's Northern Trust Experience 1980 - 1996
Job Cost Consultant
Industry Management Consulting
Experience
Monarch Cost Consultants June 2011 - Present
Northern Trust 1980 - 1996
Mellon Bank 1978 - 1980
Skills
Consult re: Government..., Consult re: alternative..., Cut operating costs:..., Reduce federal tax..., Advise re: hiring..., Advise, Consulting, Finance, Data Center, Program Management, Insurance, Employee Benefits, Management Consulting, Executive Management, Business Strategy, Contract Negotiation, Trading, Access, Financial Analysis, Account Management, Change Management, Government, Analysis, Forecasting, Energy, New Business Development, Leadership, Strategic Planning, Financial Reporting, Leadership Development, Microsoft Excel, Accounting
Education
University of Pittsburgh
BA, Philosophy & English
Monarch Cost Consultants June 2011 - Present
Northern Trust 1980 - 1996
Mellon Bank 1978 - 1980
Skills
Consult re: Government..., Consult re: alternative..., Cut operating costs:..., Reduce federal tax..., Advise re: hiring..., Advise, Consulting, Finance, Data Center, Program Management, Insurance, Employee Benefits, Management Consulting, Executive Management, Business Strategy, Contract Negotiation, Trading, Access, Financial Analysis, Account Management, Change Management, Government, Analysis, Forecasting, Energy, New Business Development, Leadership, Strategic Planning, Financial Reporting, Leadership Development, Microsoft Excel, Accounting
Education
University of Pittsburgh
BA, Philosophy & English
Lynn Thorburn, CPA/PFS Lynn Thorburn, CPA/PFS's Northern Trust Experience September 2006 - February 2009
Job Senior Vice President, Key Private Bank at KeyCorp
Industry Financial Services
Experience
KeyCorp September 2009 - Present
Northern Trust September 2006 - February 2009
Laird Norton Wealth Management June 2003 - December 2005
Laird Norton Wealth Management September 2000 - June 2003
KeyBank September 1992 - September 2000
Skills
Wealth Management, Investment Management, Private Banking, Retirement Planning, Asset Management, Mutual Funds, Investment Advisory, Estate Planning, Asset Allocation, Strategic Financial..., Trust Services, Charitable Trusts, Tribal Consultation, Nonprofit Endowment..., Private Foundations, Personal Trust..., Estate Tax Planning, Planned Giving, Financial Planning, Relationship Management
Education
University of Puget Sound 1980 — 1982
Master of Business Administration (MBA), Finance, General
University of Washington 1973 — 1977
Bachelor's degree, Accounting
KeyCorp September 2009 - Present
Northern Trust September 2006 - February 2009
Laird Norton Wealth Management June 2003 - December 2005
Laird Norton Wealth Management September 2000 - June 2003
KeyBank September 1992 - September 2000
Skills
Wealth Management, Investment Management, Private Banking, Retirement Planning, Asset Management, Mutual Funds, Investment Advisory, Estate Planning, Asset Allocation, Strategic Financial..., Trust Services, Charitable Trusts, Tribal Consultation, Nonprofit Endowment..., Private Foundations, Personal Trust..., Estate Tax Planning, Planned Giving, Financial Planning, Relationship Management
Education
University of Puget Sound 1980 — 1982
Master of Business Administration (MBA), Finance, General
University of Washington 1973 — 1977
Bachelor's degree, Accounting
John Lucker's Northern Trust Experience May 1986 - February 1988
Job Global Advanced Analytics Leader, Strategist & Evangelist Deloitte
Industry Management Consulting
Experience
Deloitte July 2000 - Present
CIGNA - CIGNA Reinsurance January 1999 - July 2000
CIGNA - CIGNA Reinsurance July 1996 - January 1999
Aetna Life & Casualty August 1995 - June 1996
Shawmut National Corporation March 1993 - July 1995
Trinity College - Hartford March 1988 - February 1993
Northern Trust May 1986 - February 1988
University of Rochester 1982 - 1985
Skills
Analytics, Segmentation, Data Mining, Management Consulting, Pricing, Predictive Modeling, Leadership, Insurance, Underwriting, Business Process..., Strategy, R&D, Statistical Modeling, Data Visualization, Rules Engines, Business Analytics, Business Strategy, Business Transformation, Business Analysis, Change Management, Business Process..., Predictive Analytics, Consulting, Data Analysis, Strategic Consulting, Enterprise Risk..., Operational Risk..., Analysis, Mergers & Acquisitions, Financial Modeling, Information Technology, Risk Management, Data Warehousing, Financial Services, Executive Management, Management, Project Management, Professional Services, Acquisition Integration, IT Strategy, Organizational Design, Portfolio Management, Due Diligence, Governance, CRM, Project Portfolio..., Banking, Business Process, Performance Improvement, Program Management
Education
University of Rochester - Simon Business School 1983 — 1985
MBA, Marketing, Computers & Information Systems
University of Rochester 1978 — 1982
BA - Cum Laude, Biology
Dwight Englewood 1978 — 1978
Diploma
Deloitte July 2000 - Present
CIGNA - CIGNA Reinsurance January 1999 - July 2000
CIGNA - CIGNA Reinsurance July 1996 - January 1999
Aetna Life & Casualty August 1995 - June 1996
Shawmut National Corporation March 1993 - July 1995
Trinity College - Hartford March 1988 - February 1993
Northern Trust May 1986 - February 1988
University of Rochester 1982 - 1985
Skills
Analytics, Segmentation, Data Mining, Management Consulting, Pricing, Predictive Modeling, Leadership, Insurance, Underwriting, Business Process..., Strategy, R&D, Statistical Modeling, Data Visualization, Rules Engines, Business Analytics, Business Strategy, Business Transformation, Business Analysis, Change Management, Business Process..., Predictive Analytics, Consulting, Data Analysis, Strategic Consulting, Enterprise Risk..., Operational Risk..., Analysis, Mergers & Acquisitions, Financial Modeling, Information Technology, Risk Management, Data Warehousing, Financial Services, Executive Management, Management, Project Management, Professional Services, Acquisition Integration, IT Strategy, Organizational Design, Portfolio Management, Due Diligence, Governance, CRM, Project Portfolio..., Banking, Business Process, Performance Improvement, Program Management
Education
University of Rochester - Simon Business School 1983 — 1985
MBA, Marketing, Computers & Information Systems
University of Rochester 1978 — 1982
BA - Cum Laude, Biology
Dwight Englewood 1978 — 1978
Diploma
Gail Manuel Gail Manuel's Northern Trust Experience February 1999 - Present
Job Vice President, Personal Trust Administration at The Northern Trust Company
Industry Financial Services
Experience
Northern Trust February 1999 - Present
Probate and Estate Planning Paralegal October 1979 - February 1999
Skills
CTFA, Estate Planning, High Net Worth..., Asset Management, Wealth Management, Trusts, Asset Allocation, Investment Advisory, Wealth Management..., Wealth, Mutual Funds, Investment Management, Financial Advisory
Education
University of South Florida 1975 — 1979
Bachelors Degree, Marketing and Distributive Education
Northern Trust February 1999 - Present
Probate and Estate Planning Paralegal October 1979 - February 1999
Skills
CTFA, Estate Planning, High Net Worth..., Asset Management, Wealth Management, Trusts, Asset Allocation, Investment Advisory, Wealth Management..., Wealth, Mutual Funds, Investment Management, Financial Advisory
Education
University of South Florida 1975 — 1979
Bachelors Degree, Marketing and Distributive Education
Betty Mower Potalivo Betty Mower Potalivo's Northern Trust Experience May 2000 - Present
Job Region President, Northern Trust (since May 2000)
Industry Financial Services
Experience
Northern Trust May 2000 - Present
Financial Services Companies 1986 - 2000
Bank of America August 1974 - July 1984
Skills
Wealth Management, Investments, Strategic Financial..., Business Strategy, Private Banking, Commercial Banking, Wealth, Leadership Development, Commercial Lending, Portfolio Management, Family Office, Team Leadership, Business Development, Relationship Management, Business Process..., Risk Management, Entrepreneurship, Leadership, Financial Modeling, Asset Management, Asset Allocation, Trust Services, Trusts, Alternative Investments, Investment Strategies, Banking, Finance, Strategy, Management, Investment Advisory, High Net Worth..., Securities, Estate Planning, Mergers & Acquisitions, Philanthropy, Strategic Planning, Financial Analysis, Sales Management, Sales & Marketing..., Growth Strategies, Compliance, Regulatory Requirements, Wealth Management..., Financial Services, Investment Management, Financial Planning
Education
University of Southern California
Bachelor of Science (BS), Business/ Finance
Northern Trust May 2000 - Present
Financial Services Companies 1986 - 2000
Bank of America August 1974 - July 1984
Skills
Wealth Management, Investments, Strategic Financial..., Business Strategy, Private Banking, Commercial Banking, Wealth, Leadership Development, Commercial Lending, Portfolio Management, Family Office, Team Leadership, Business Development, Relationship Management, Business Process..., Risk Management, Entrepreneurship, Leadership, Financial Modeling, Asset Management, Asset Allocation, Trust Services, Trusts, Alternative Investments, Investment Strategies, Banking, Finance, Strategy, Management, Investment Advisory, High Net Worth..., Securities, Estate Planning, Mergers & Acquisitions, Philanthropy, Strategic Planning, Financial Analysis, Sales Management, Sales & Marketing..., Growth Strategies, Compliance, Regulatory Requirements, Wealth Management..., Financial Services, Investment Management, Financial Planning
Education
University of Southern California
Bachelor of Science (BS), Business/ Finance
Eric V. Johnson Eric V. Johnson's Northern Trust Experience November 2010 - Present
Job Senior Vice President Division Head National Loan Operations at Northern Trust
Industry Financial Services
Experience
Northern Trust November 2010 - Present
Citibank December 2007 - November 2010
Broadway Federal Bank May 1999 - August 2006
Home Savings of America January 1994 - January 1999
Home Savings of America, FSB October 1989 - December 1993
Skills
Portfolio Management, Commercial Lending, Commercial Banking, Financial Analysis, Mortgage Lending, Small Business Lending, Private Banking, Mortgage Banking, Wealth Management, Project Management, Strategic Planning, Management, Mergers & Acquisitions, Financial Services, Financial Risk, Due Diligence, Refinance, Investments, Finance
Education
University of Phoenix 1994 — 1996
Bachelors - Management and Business Administration, Management
Crenshaw High School 1974 — 1977
Northern Trust November 2010 - Present
Citibank December 2007 - November 2010
Broadway Federal Bank May 1999 - August 2006
Home Savings of America January 1994 - January 1999
Home Savings of America, FSB October 1989 - December 1993
Skills
Portfolio Management, Commercial Lending, Commercial Banking, Financial Analysis, Mortgage Lending, Small Business Lending, Private Banking, Mortgage Banking, Wealth Management, Project Management, Strategic Planning, Management, Mergers & Acquisitions, Financial Services, Financial Risk, Due Diligence, Refinance, Investments, Finance
Education
University of Phoenix 1994 — 1996
Bachelors - Management and Business Administration, Management
Crenshaw High School 1974 — 1977
Rae Mulligan Rae Mulligan's Northern Trust Experience June 1999 - Present
Job Food and Beverage Manager at Northern Trust
Industry Marketing and Advertising
Experience
Northern Trust June 1999 - Present
Skills
Budgeting, Scheduling, Customer Service, Customer Relations, Event Management, Budgets, Microsoft Excel, Process Scheduler, Food & Beverage, Hospitality, Event Planning, Leadership, Fundraising, Catering, Customer Satisfaction, Team Building, Training, Marketing, Social Networking, Restaurants
Education
University of South Florida Sarasota-Manatee 2012 — 2014
Master's degree (in progress), Hospitality Administration/Management
University of South Florida
Bachelor of Arts (B.A.)
Northern Trust June 1999 - Present
Skills
Budgeting, Scheduling, Customer Service, Customer Relations, Event Management, Budgets, Microsoft Excel, Process Scheduler, Food & Beverage, Hospitality, Event Planning, Leadership, Fundraising, Catering, Customer Satisfaction, Team Building, Training, Marketing, Social Networking, Restaurants
Education
University of South Florida Sarasota-Manatee 2012 — 2014
Master's degree (in progress), Hospitality Administration/Management
University of South Florida
Bachelor of Arts (B.A.)
J Spencer Finney J Spencer Finney's Northern Trust Experience September 1999 - July 2003
Job Partner at Sage Capital
Industry Venture Capital & Private Equity
Experience
Sage Capital LLC July 2005 - Present
Northern Trust September 1999 - July 2003
Education
Washington University in St. Louis - Olin Business School 2003 — 2005
MBA
University of Richmond 1995 — 1999
Sage Capital LLC July 2005 - Present
Northern Trust September 1999 - July 2003
Education
Washington University in St. Louis - Olin Business School 2003 — 2005
MBA
University of Richmond 1995 — 1999
Revati Khopkar Revati Khopkar's Northern Trust Experience November 2007 - June 2008
Job
Industry Hospital & Health Care
Experience
Blue Cross and Blue Shield Association October 2013 - January 2014
Blue Cross Blue Shield of Illinois September 2008 - November 2010
PricewaterhouseCoopers July 2008 - August 2008
Northern Trust November 2007 - June 2008
Skills
Business Analysis, Business Intelligence, Crystal Reports, Cognos, SQL, Microsoft SQL Server, PL/SQL, T-SQL, Teradata, Access, JavaScript, Data Analysis, VB.NET, Microsoft Excel, Microsoft Word, PowerPoint, Ad Hoc Reporting, Healthcare, HIPAA, User Acceptance Testing, Project Management, Business Requirements, Technical Documentation, Technical Training, SDLC, Teradata Data Warehouse, Data Mapping, Data Manipulation, Technical Requirements, Business Objects, Analysis, Requirements Gathering, Visio
Education
University of Pune
Bachelor's in Engineering
Blue Cross and Blue Shield Association October 2013 - January 2014
Blue Cross Blue Shield of Illinois September 2008 - November 2010
PricewaterhouseCoopers July 2008 - August 2008
Northern Trust November 2007 - June 2008
Skills
Business Analysis, Business Intelligence, Crystal Reports, Cognos, SQL, Microsoft SQL Server, PL/SQL, T-SQL, Teradata, Access, JavaScript, Data Analysis, VB.NET, Microsoft Excel, Microsoft Word, PowerPoint, Ad Hoc Reporting, Healthcare, HIPAA, User Acceptance Testing, Project Management, Business Requirements, Technical Documentation, Technical Training, SDLC, Teradata Data Warehouse, Data Mapping, Data Manipulation, Technical Requirements, Business Objects, Analysis, Requirements Gathering, Visio
Education
University of Pune
Bachelor's in Engineering
Shawn Roland's Northern Trust Experience May 2009 - October 2012
Job Risk Management
Industry Telecommunications
Experience
T-Mobile May 2014 - Present
KeyBank October 2012 - May 2014
Northern Trust May 2009 - October 2012
Northern Trust April 2007 - May 2009
Northern Trust October 2005 - March 2007
Skills
Credit, Loans, Credit Risk, Commercial Banking, Financial Analysis, Credit Analysis, Commercial Lending, Risk Management, Small Business Lending, Listening, Private Banking, Middle Market, Negotiation, Business Banking, Underwriting, Real Estate, Mortgage Lending, Management
Education
University of Phoenix 2005 — 2007
Bachelor of Arts, Accounting
T-Mobile May 2014 - Present
KeyBank October 2012 - May 2014
Northern Trust May 2009 - October 2012
Northern Trust April 2007 - May 2009
Northern Trust October 2005 - March 2007
Skills
Credit, Loans, Credit Risk, Commercial Banking, Financial Analysis, Credit Analysis, Commercial Lending, Risk Management, Small Business Lending, Listening, Private Banking, Middle Market, Negotiation, Business Banking, Underwriting, Real Estate, Mortgage Lending, Management
Education
University of Phoenix 2005 — 2007
Bachelor of Arts, Accounting
Mike Nickel Mike Nickel's Northern Trust Experience May 2010 - August 2011
Job Officer / Capital Markets Middle Office Analyst at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo August 2011 - Present
Northern Trust May 2010 - August 2011
Northern Trust September 2008 - May 2010
Smith Barney June 2008 - August 2008
The Schwan Food Company May 2007 - April 2008
Skills
Equities, Derivatives, Fixed Income, Portfolio Management, TLM, Bloomberg, Investments, FX Options, Mutual Funds, Trading, Securities, Clearing, Reconciliations, Swaps, Interest Rate..., Dodd-Frank, Futures, Options, FX, Deliveries, Balancing, Markitwire, Interest Rate Swaps, Clearing Houses, FCM, Intellimatch, Finance, Commodity, Account Reconciliation
Education
University of South Carolina Upstate 2003 — 2008
BA, Business Administration - Economics & Finance
Saint Charles East High School 1999 — 2003
High school, High School/Secondary Diplomas and Certificates
Wells Fargo August 2011 - Present
Northern Trust May 2010 - August 2011
Northern Trust September 2008 - May 2010
Smith Barney June 2008 - August 2008
The Schwan Food Company May 2007 - April 2008
Skills
Equities, Derivatives, Fixed Income, Portfolio Management, TLM, Bloomberg, Investments, FX Options, Mutual Funds, Trading, Securities, Clearing, Reconciliations, Swaps, Interest Rate..., Dodd-Frank, Futures, Options, FX, Deliveries, Balancing, Markitwire, Interest Rate Swaps, Clearing Houses, FCM, Intellimatch, Finance, Commodity, Account Reconciliation
Education
University of South Carolina Upstate 2003 — 2008
BA, Business Administration - Economics & Finance
Saint Charles East High School 1999 — 2003
High school, High School/Secondary Diplomas and Certificates
Pam Kinsel's Northern Trust Experience March 2008 - Present
Job Vice President, Client Services, The Northern Trust Company
Industry Banking
Experience
Northern Trust March 2008 - Present
Northern Trust 1989 - March 2008
Skills
Banking, Human Resources, Wealth Management, Financial Services, Management, Client Services, Training, Leadership, Business Continuity..., Risk Management, Investments, Establishing New..., Depository Services
Education
University of Phoenix
BSBM, Management
Northern Trust March 2008 - Present
Northern Trust 1989 - March 2008
Skills
Banking, Human Resources, Wealth Management, Financial Services, Management, Client Services, Training, Leadership, Business Continuity..., Risk Management, Investments, Establishing New..., Depository Services
Education
University of Phoenix
BSBM, Management
LaTonia Dumas, MBA LaTonia Dumas, MBA's Northern Trust Experience May 2001 - June 2003
Job Experienced Commercial/Closing Loan Analyst
Industry Banking
Experience
BankFinancial August 2003 - Present
U.S. Army Reserve December 1996 - December 2004
Northern Trust May 2001 - June 2003
Cole Taylor Bank June 1994 - May 2001
Damen Federal Bank nka MB Financial May 1992 - April 1994
Skills
Microsoft Word, Typing, Customer Service, Customer Support, Documentation Practices, UCC filings, Filing, Laser Pro, Quicken, Fishing, OFAC, HMDA, Critical Thinking, CRA, Robo Docs, County Treasurers, Training New Employess, Email, Fax
Education
University of Phoenix 2012 — 2014
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services, Graduate School
University of Phoenix 2009 — 2011
Bachelor of Science (B.S.), Management, Undergraduate - 3.0 GPA
University of Phoenix 2006 — 2008
Associate of Arts (AA), Business, Undergraduate - 3.5 GPA
Jobs for Youth 2002 — 2002
Certification, Job Readiness Program, Certificate of Completion
Northwestern Business College 1989 — 1989
Semester 03/89 - 08/89, Executive Assistant/Executive Secretary, Undergraduate - 4.0
BankFinancial August 2003 - Present
U.S. Army Reserve December 1996 - December 2004
Northern Trust May 2001 - June 2003
Cole Taylor Bank June 1994 - May 2001
Damen Federal Bank nka MB Financial May 1992 - April 1994
Skills
Microsoft Word, Typing, Customer Service, Customer Support, Documentation Practices, UCC filings, Filing, Laser Pro, Quicken, Fishing, OFAC, HMDA, Critical Thinking, CRA, Robo Docs, County Treasurers, Training New Employess, Email, Fax
Education
University of Phoenix 2012 — 2014
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services, Graduate School
University of Phoenix 2009 — 2011
Bachelor of Science (B.S.), Management, Undergraduate - 3.0 GPA
University of Phoenix 2006 — 2008
Associate of Arts (AA), Business, Undergraduate - 3.5 GPA
Jobs for Youth 2002 — 2002
Certification, Job Readiness Program, Certificate of Completion
Northwestern Business College 1989 — 1989
Semester 03/89 - 08/89, Executive Assistant/Executive Secretary, Undergraduate - 4.0
Ray Garnica's Northern Trust Experience 1998 - 2000
Job Senior Investment Professional
Industry Investment Management
Experience
Morgan Stanley Wealth Management 2010 - Present
Standard Chartered Bank 2004 - 2009
Bank of the West 2000 - 2003
Northern Trust 1998 - 2000
Skills
Portfolio Management, Wealth Management, Private Banking, Treasury Management, Cash Management, Latin America, Project Engineering, Program Management, Asset Management, Financial Analysis, Financial Modeling, Compliance, Investments, Equities, Fixed Income, Risk Management, Asset Managment, Investment Strategies, Alternative Investments, Finance, Investment Advisory, Mergers & Acquisitions, Due Diligence, Financial Markets, Investment Management, Series 7, Banking, Corporate Finance, Hedge Funds, Private Equity, Emerging Markets, Mutual Funds, Investment Banking, Bloomberg, Strategic Financial..., Wealth Management..., Bonds, Structured Products, Asset Allocation, Securities
Education
University of Southern California
Master of Business Administration (M.B.A.), Finance and Real Estate
University of Southern California
Bachelor's of Science, Chemical Engineering
Morgan Stanley Wealth Management 2010 - Present
Standard Chartered Bank 2004 - 2009
Bank of the West 2000 - 2003
Northern Trust 1998 - 2000
Skills
Portfolio Management, Wealth Management, Private Banking, Treasury Management, Cash Management, Latin America, Project Engineering, Program Management, Asset Management, Financial Analysis, Financial Modeling, Compliance, Investments, Equities, Fixed Income, Risk Management, Asset Managment, Investment Strategies, Alternative Investments, Finance, Investment Advisory, Mergers & Acquisitions, Due Diligence, Financial Markets, Investment Management, Series 7, Banking, Corporate Finance, Hedge Funds, Private Equity, Emerging Markets, Mutual Funds, Investment Banking, Bloomberg, Strategic Financial..., Wealth Management..., Bonds, Structured Products, Asset Allocation, Securities
Education
University of Southern California
Master of Business Administration (M.B.A.), Finance and Real Estate
University of Southern California
Bachelor's of Science, Chemical Engineering
Martin de St. Pierre's Northern Trust Experience 2000 - 2003
Job Director of Development at The Salvation Army
Industry Banking
Experience
The Salvation Army September 2015 - Present
First American Wealth Management Group November 2013 - September 2015
Fifth Third Private Bank July 2012 - September 2013
US Bank - The Private Client Reserve December 2009 - July 2012
Leadership Collier 2011 - 2012
Leadership Collier 2010 - 2011
Bank of America October 2007 - October 2009
Bank of America May 2004 - October 2007
Private Capital Management 2003 - 2004
Northern Trust 2000 - 2003
Skills
Wealth Management, Portfolio Management, Investments, Banking, Equities, Finance, Estate Planning, Financial Services, Securities, Business Planning, High Net Worth..., Financial Analysis, Fundraising, Nonprofits, Asset Allocation, Credit, Investment Management, Business Development, CRM, Investment Advisory, Asset Management, Relationship Management, Mutual Funds, Marketing, Business Strategy, Real Estate, Insurance, Series 7 and Series 66, Life Insurance, Board Development, Grant Writing, Donor Development, Health Insurance, Community Development, Leadership Development, Bank Secrecy Act, Compliance, Anti Money Laundering, 401k, Training, Trust Services, Trust Management, Charitable Trusts, Mortgage Lending, Commercial Lending, Major Donor Cultivation, Donor Engagement, Grant Preparation, Grant Reviewing
Education
University of Richmond 1986 — 1990
BA, Pol Sci and Third World Studies
University of Florida 1991 — 1993
MALAS (Latin American Studies)
Canon Financial Institute 2002 — 2002
Certificate, Institutional Custody
Florida Banker's Association Graduate Trust School 1998 — 2000
Certificate, Trust Administration
Naples High 1982 — 1986
The Salvation Army September 2015 - Present
First American Wealth Management Group November 2013 - September 2015
Fifth Third Private Bank July 2012 - September 2013
US Bank - The Private Client Reserve December 2009 - July 2012
Leadership Collier 2011 - 2012
Leadership Collier 2010 - 2011
Bank of America October 2007 - October 2009
Bank of America May 2004 - October 2007
Private Capital Management 2003 - 2004
Northern Trust 2000 - 2003
Skills
Wealth Management, Portfolio Management, Investments, Banking, Equities, Finance, Estate Planning, Financial Services, Securities, Business Planning, High Net Worth..., Financial Analysis, Fundraising, Nonprofits, Asset Allocation, Credit, Investment Management, Business Development, CRM, Investment Advisory, Asset Management, Relationship Management, Mutual Funds, Marketing, Business Strategy, Real Estate, Insurance, Series 7 and Series 66, Life Insurance, Board Development, Grant Writing, Donor Development, Health Insurance, Community Development, Leadership Development, Bank Secrecy Act, Compliance, Anti Money Laundering, 401k, Training, Trust Services, Trust Management, Charitable Trusts, Mortgage Lending, Commercial Lending, Major Donor Cultivation, Donor Engagement, Grant Preparation, Grant Reviewing
Education
University of Richmond 1986 — 1990
BA, Pol Sci and Third World Studies
University of Florida 1991 — 1993
MALAS (Latin American Studies)
Canon Financial Institute 2002 — 2002
Certificate, Institutional Custody
Florida Banker's Association Graduate Trust School 1998 — 2000
Certificate, Trust Administration
Naples High 1982 — 1986
Heidi Levin's Northern Trust Experience September 2002 - August 2008
Job Senior Vice President at Equity International
Industry Venture Capital & Private Equity
Experience
Advance Real Estate January 2015 - Present
Grupo Tha July 2014 - Present
Equity International May 2011 - Present
University of Chicago April 2009 - May 2011
Northern Trust September 2002 - August 2008
Comdisco 1996 - 2001
Equity Group Investments 1994 - 1996
Warburg Pincus 1990 - 1992
Drexel Burnham Lambert 1987 - 1990
Skills
Private Equity, Venture Capital, Business Strategy, Business Development, Financial Analysis, Investments
Education
The University of Chicago 2006 — 2010
MS, Computer Science
University of Pennsylvania - The Wharton School 1983 — 1987
Bachelor of Science, Finance
Advance Real Estate January 2015 - Present
Grupo Tha July 2014 - Present
Equity International May 2011 - Present
University of Chicago April 2009 - May 2011
Northern Trust September 2002 - August 2008
Comdisco 1996 - 2001
Equity Group Investments 1994 - 1996
Warburg Pincus 1990 - 1992
Drexel Burnham Lambert 1987 - 1990
Skills
Private Equity, Venture Capital, Business Strategy, Business Development, Financial Analysis, Investments
Education
The University of Chicago 2006 — 2010
MS, Computer Science
University of Pennsylvania - The Wharton School 1983 — 1987
Bachelor of Science, Finance
Adam Kurta's Northern Trust Experience 1998 - 2003
Job Sr. Business Analyst at Thermo Fisher Scientific
Industry Financial Services
Experience
Thermo Fisher Scientific May 2010 - Present
BNY Mellon May 2006 - May 2010
FINRA 2003 - 2006
Northern Trust 1998 - 2003
Skills
Business Analysis, Management, Risk Management, Analysis, Process Improvement, Financial Modeling, Customer Service, Financial Risk, Portfolio Management, Cross-functional Team...
Education
University of Pittsburgh 2014 — 2016
Master of Science in Information Science
University of Pittsburgh 1992 — 1997
Bachelor’s Degree
Thermo Fisher Scientific May 2010 - Present
BNY Mellon May 2006 - May 2010
FINRA 2003 - 2006
Northern Trust 1998 - 2003
Skills
Business Analysis, Management, Risk Management, Analysis, Process Improvement, Financial Modeling, Customer Service, Financial Risk, Portfolio Management, Cross-functional Team...
Education
University of Pittsburgh 2014 — 2016
Master of Science in Information Science
University of Pittsburgh 1992 — 1997
Bachelor’s Degree
Patrick Mulvey's Northern Trust Experience October 2001 - January 2003
Job Consultant at William Blair & Co
Industry Information Technology and Services
Experience
William Blair & Company March 2015 - Present
Citadel LLC January 2013 - January 2015
Nuveen Investments August 2012 - January 2013
Dodge & Cox December 2008 - July 2012
Fisher Investments April 2007 - December 2008
Western Asset Management January 2006 - April 2007
GMO December 2002 - January 2006
Northern Trust October 2001 - January 2003
CWB SYSTEM SERVICES January 2000 - January 2001
SCUDDER KEMPER January 1999 - January 2000
Skills
Business Analysis, Data Analysis, Integration, Requirements Analysis, Requirements Gathering, Documentation, Project Planning, Analysis, SDLC, Business Process, ERP, Business Management, Business Requirements, Data Mining, Change Management, Business Intelligence, Testing, Software Development, Project Management, Management, Financial Services, Data Warehousing, Consulting, Asset Management, ETL, Fixed Income, PL/SQL, Process Improvement, Vendor Management, Trading Systems, Capital Markets, Trading, Portfolio Management, Equities, Investments
Education
University of Scranton 1991 — 1996
Bachelor of Science, Finance
William Blair & Company March 2015 - Present
Citadel LLC January 2013 - January 2015
Nuveen Investments August 2012 - January 2013
Dodge & Cox December 2008 - July 2012
Fisher Investments April 2007 - December 2008
Western Asset Management January 2006 - April 2007
GMO December 2002 - January 2006
Northern Trust October 2001 - January 2003
CWB SYSTEM SERVICES January 2000 - January 2001
SCUDDER KEMPER January 1999 - January 2000
Skills
Business Analysis, Data Analysis, Integration, Requirements Analysis, Requirements Gathering, Documentation, Project Planning, Analysis, SDLC, Business Process, ERP, Business Management, Business Requirements, Data Mining, Change Management, Business Intelligence, Testing, Software Development, Project Management, Management, Financial Services, Data Warehousing, Consulting, Asset Management, ETL, Fixed Income, PL/SQL, Process Improvement, Vendor Management, Trading Systems, Capital Markets, Trading, Portfolio Management, Equities, Investments
Education
University of Scranton 1991 — 1996
Bachelor of Science, Finance
Helena Flickinger's Northern Trust Experience Vice PresidentNorthern Trust2005 - Present
Job Vice President at Northern Trust
Industry Banking
Experience
Northern Trust Vice PresidentNorthern Trust2005 - Present
Education
University of South Carolina School of Law
Northern Trust Vice PresidentNorthern Trust2005 - Present
Education
University of South Carolina School of Law
Dede Green, CFA, CPWA's Northern Trust Experience July 2002 - Present
Job Senior Portfolio Manager and Vice President at Northern Trust
Industry Investment Management
Experience
Northern Trust July 2002 - Present
South Trust Bank May 2000 - July 2002
Skills
Asset Managment, Asset Allocation, Asset Management, Wealth Management, Investments, Alternative Investments, Portfolio Management, Equities, Fixed Income, Investment Strategies, Hedge Funds, Investment Management, Wealth Management..., High Net Worth..., Investment Advisory, Relationship Management, Wealth, Mutual Funds, ETFs, Bonds, Commercial Lending, Credit, Loans
Education
University of South Florida 1996 — 2000
BS - Finance
Northern Trust July 2002 - Present
South Trust Bank May 2000 - July 2002
Skills
Asset Managment, Asset Allocation, Asset Management, Wealth Management, Investments, Alternative Investments, Portfolio Management, Equities, Fixed Income, Investment Strategies, Hedge Funds, Investment Management, Wealth Management..., High Net Worth..., Investment Advisory, Relationship Management, Wealth, Mutual Funds, ETFs, Bonds, Commercial Lending, Credit, Loans
Education
University of South Florida 1996 — 2000
BS - Finance
Paul Phuong's Northern Trust Experience
Job Technology Consultant at Northern Trust
Industry Computer Networking
Experience
Northern Trust
Education
University of Phoenix
Bachelor's degree, Information Technology
Northern Trust
Education
University of Phoenix
Bachelor's degree, Information Technology
Jamie Ulrich's Northern Trust Experience August 2013 - Present
Job VPFund Administration at Northern Trust
Industry Financial Services
Experience
Northern Trust August 2013 - Present
State Street December 2007 - July 2013
Skills
Financial Services, Fixed Income, Mutual Funds, Equities, Securities, Bloomberg, Hedge Funds, Derivatives, Investments, Financial Analysis, Asset Management, Alternative Investments, Fund Accounting, Financial Reporting, Risk Management
Education
University of Pittsburgh 1993 — 1997
Northern Trust August 2013 - Present
State Street December 2007 - July 2013
Skills
Financial Services, Fixed Income, Mutual Funds, Equities, Securities, Bloomberg, Hedge Funds, Derivatives, Investments, Financial Analysis, Asset Management, Alternative Investments, Fund Accounting, Financial Reporting, Risk Management
Education
University of Pittsburgh 1993 — 1997
Cynthia Sherman's Northern Trust Experience 1994 - 1999
Job Vice President, Senior Private Business Underwriter at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2009 - Present
Wells Fargo May 2005 - Present
Standard & Poor's 2001 - 2005
PricewaterhouseCoopers 2000 - 2001
Northern Trust 1994 - 1999
Skills
Credit, Financial Analysis, Real Estate, Loans, Finance, Strategic Planning
Education
University of Southern California - Marshall School of Business 1998 — 2000
MBA
University of Southern California
BA
Wells Fargo October 2009 - Present
Wells Fargo May 2005 - Present
Standard & Poor's 2001 - 2005
PricewaterhouseCoopers 2000 - 2001
Northern Trust 1994 - 1999
Skills
Credit, Financial Analysis, Real Estate, Loans, Finance, Strategic Planning
Education
University of Southern California - Marshall School of Business 1998 — 2000
MBA
University of Southern California
BA
Mimi McCoy, GRI, CRS, CPM, RPA's Northern Trust Experience 1998 - 2002
Job Pacific | Sothebys International Realty, Inc.
Industry Real Estate
Experience
Pacific Sothebys International Realty June 2010 - Present
Willis Allen Real Estate 2003 - 2010
Northern Trust 1998 - 2002
Great Western BNK 1992 - 1999
Cushman & Wakefield 1983 - 1989
Skills
Real Estate, Investment Properties, Sellers, Short Sales, Buyer Representation, REO, Condos, Single Family Homes, Relocation, Listings, Foreclosures, Investors, New Home Sales, Referrals, Real Estate Transactions, Residential Homes, Move Up Buyers, SFR, Real Property, Townhomes, Buyers, Luxury, ABR, 1031 Exchanges, Vacation Homes, Relocation Buyers, Income Properties, Waterfront, Real Estate Development
Education
University of Southern California 1974 — 1978
Finance & Real Estate
herbert hoover high school 1969 — 1972
Wilson Junior High
Pacific Sothebys International Realty June 2010 - Present
Willis Allen Real Estate 2003 - 2010
Northern Trust 1998 - 2002
Great Western BNK 1992 - 1999
Cushman & Wakefield 1983 - 1989
Skills
Real Estate, Investment Properties, Sellers, Short Sales, Buyer Representation, REO, Condos, Single Family Homes, Relocation, Listings, Foreclosures, Investors, New Home Sales, Referrals, Real Estate Transactions, Residential Homes, Move Up Buyers, SFR, Real Property, Townhomes, Buyers, Luxury, ABR, 1031 Exchanges, Vacation Homes, Relocation Buyers, Income Properties, Waterfront, Real Estate Development
Education
University of Southern California 1974 — 1978
Finance & Real Estate
herbert hoover high school 1969 — 1972
Wilson Junior High
Dee McKemy's Northern Trust Experience 2005 - January 2007
Job Senior Sales Executive at ACI Worldwide Company
Industry Information Technology and Services
Experience
ACI Worldwide September 2010 - Present
D+H January 2007 - September 2011
Northern Trust 2005 - January 2007
Open Solutions 2000 - 2005
Skills
Salesforce.com, Financial Services, Solution Selling, Professional Services, Banking, Payments, Account Management, Enterprise Software, Loans, Lead Generation, Executive Management, Risk Management, Team Building, Credit, Sales Operations, Vendor Management, Process Improvement, Product Management, CRM, Internet Banking, Sales, Business Development, Core Banking, Management
Education
Post College - University of Connecticut 1977 — 1981
Finance/Accounting
University of Phoenix 1999 — 2001
Bachelor's Degree, Marketing and Sales Management
ACI Worldwide September 2010 - Present
D+H January 2007 - September 2011
Northern Trust 2005 - January 2007
Open Solutions 2000 - 2005
Skills
Salesforce.com, Financial Services, Solution Selling, Professional Services, Banking, Payments, Account Management, Enterprise Software, Loans, Lead Generation, Executive Management, Risk Management, Team Building, Credit, Sales Operations, Vendor Management, Process Improvement, Product Management, CRM, Internet Banking, Sales, Business Development, Core Banking, Management
Education
Post College - University of Connecticut 1977 — 1981
Finance/Accounting
University of Phoenix 1999 — 2001
Bachelor's Degree, Marketing and Sales Management
Patrick Wyatt's Northern Trust Experience 2007 - 2008
Job Lead Senior Consultant at Olenick & Associates
Industry Information Technology and Services
Experience
Arthur J. Gallagher and Co. May 2013 - Present
Olenick & Associates May 2006 - June 2013
ComEd March 2013 - May 2013
Harris Bank 2008 - 2009
Northern Trust 2007 - 2008
LexisNexis June 2002 - May 2006
Microsoft 2000 - 2002
Skills
Software Quality..., SDLC, Requirements Analysis, User Acceptance Testing, Software Project...
Education
University of Phoenix
BS, Business Management
Arthur J. Gallagher and Co. May 2013 - Present
Olenick & Associates May 2006 - June 2013
ComEd March 2013 - May 2013
Harris Bank 2008 - 2009
Northern Trust 2007 - 2008
LexisNexis June 2002 - May 2006
Microsoft 2000 - 2002
Skills
Software Quality..., SDLC, Requirements Analysis, User Acceptance Testing, Software Project...
Education
University of Phoenix
BS, Business Management
Daniel Moser's Northern Trust Experience July 2011 - February 2012
Job SDN & Network Virtualization Center of Excellence at IBM Global Services
Industry Information Technology and Services
Experience
IBM Global Services July 2014 - Present
IBM Global Services June 1999 - Present
Office Depot February 2012 - July 2014
Northern Trust July 2011 - February 2012
Cook County Hospital November 2010 - June 2011
Northern Trust June 2010 - November 2010
Northern Trust August 2009 - June 2010
Ogilvy & Mather May 2008 - July 2009
IBM 1995 - 2009
Lenovo September 2005 - November 2006
Skills
Software Defined..., Network Virtualization, Data Center, Network Architecture, Networking, Cisco Technologies, Nexus 7k, NX-OS, Integration, Switches, Security, WAN, Routing, Storage, Routers, IP, Network Administration, Architecture, IT Strategy, Network Overlays, FCoE, Network Infrastructure..., Cisco, Consulting, Virtualization
Education
University of Rhode Island 1976 — 1980
BS, Business Administration
University of Rhode Island - College of Business Administration 1976 — 1980
BS, Management Science
University of Rhode Island - College of Business Administration 1976 — 1980
BS, Management Information Systems
IBM Global Services July 2014 - Present
IBM Global Services June 1999 - Present
Office Depot February 2012 - July 2014
Northern Trust July 2011 - February 2012
Cook County Hospital November 2010 - June 2011
Northern Trust June 2010 - November 2010
Northern Trust August 2009 - June 2010
Ogilvy & Mather May 2008 - July 2009
IBM 1995 - 2009
Lenovo September 2005 - November 2006
Skills
Software Defined..., Network Virtualization, Data Center, Network Architecture, Networking, Cisco Technologies, Nexus 7k, NX-OS, Integration, Switches, Security, WAN, Routing, Storage, Routers, IP, Network Administration, Architecture, IT Strategy, Network Overlays, FCoE, Network Infrastructure..., Cisco, Consulting, Virtualization
Education
University of Rhode Island 1976 — 1980
BS, Business Administration
University of Rhode Island - College of Business Administration 1976 — 1980
BS, Management Science
University of Rhode Island - College of Business Administration 1976 — 1980
BS, Management Information Systems
Alicia Aponte's Northern Trust Experience May 1998 - May 2009
Job Northern Trust NA in Miami, Florida
Industry Banking
Experience
Northern Trust NA in Miami Florida January 2010 - Present
Northern Trust May 1998 - May 2009
northern trust 1998 - 2009
Bank of America 1988 - 1998
Education
University of South Florida 1982 — 1985
BA, Accounting and Management
Northern Trust NA in Miami Florida January 2010 - Present
Northern Trust May 1998 - May 2009
northern trust 1998 - 2009
Bank of America 1988 - 1998
Education
University of South Florida 1982 — 1985
BA, Accounting and Management
gwendolyn braxton's Northern Trust Experience 2013 - Present
Job Securities Anaylst at Northern Trust
Industry Banking
Experience
Northern Trust 2013 - Present
Education
University of Phoenix 2010 — 2014
Business Administration and Management, General
Northern Trust 2013 - Present
Education
University of Phoenix 2010 — 2014
Business Administration and Management, General
Abhijit Deshpande's Northern Trust Experience February 2010 - Present
Job ETL Developer at Springleaf Financial Services
Industry Information Technology and Services
Experience
Springleaf Financial Services October 2014 - Present
Northern Trust February 2010 - Present
AIG August 2011 - Present
Hexaware Technologies November 2009 - Present
UnitedHealth Group March 2013 - June 2013
Micro technologies January 2009 - November 2009
Skills
Business Intelligence, Oracle, PL/SQL, SAS, ETL, Unix Shell Scripting, SQL, Data Warehousing, Datastage, Data Analysis, Analytics, DataStage, Databases
Education
University of Pune
Masters of Computer Applications
Springleaf Financial Services October 2014 - Present
Northern Trust February 2010 - Present
AIG August 2011 - Present
Hexaware Technologies November 2009 - Present
UnitedHealth Group March 2013 - June 2013
Micro technologies January 2009 - November 2009
Skills
Business Intelligence, Oracle, PL/SQL, SAS, ETL, Unix Shell Scripting, SQL, Data Warehousing, Datastage, Data Analysis, Analytics, DataStage, Databases
Education
University of Pune
Masters of Computer Applications
Kendall Kay's Northern Trust Experience January 1984 - Present
Job PFS Strategic Planning
Industry Financial Services
Experience
Northern Trust January 1984 - Present
Skills
Series 7, Series 63, Series 24, Strategic Leadership, Investment Advisory, Alternative Investments, Wealth Management, Asset Allocation
Education
University of Pittsburgh
BS
Northern Trust January 1984 - Present
Skills
Series 7, Series 63, Series 24, Strategic Leadership, Investment Advisory, Alternative Investments, Wealth Management, Asset Allocation
Education
University of Pittsburgh
BS
Christopher Bones's Northern Trust Experience April 2010 - February 2012
Job Creative Copywriter
Industry Music
Experience
Macys.com December 2014 - Present
Freelance January 2012 - Present
Andrews Technology Group April 2014 - December 2014
Kate Spade: Saturday Collection August 2014 - November 2014
Beauty News NYC August 2013 - June 2014
Tower Group Companies April 2013 - April 2014
Warner Music Group July 2012 - December 2012
Northern Trust April 2010 - February 2012
Computershare US 2009 - 2010
Skills
Social Media, Marketing, Marketing Strategy, Copywriting, Event Management, Facebook, Social Networking, Customer Service, Newsletters, Email Marketing, Editing, Public Relations, Illustrator, SEO, Advertising, Blogging, Digital Media, Social Media Marketing
Education
University of Phoenix 2010 — 2014
Bachelor's degree, Communications and Business Management
Media Bistro 2013 — 2013
Advertising / Copywriting Program
Macys.com December 2014 - Present
Freelance January 2012 - Present
Andrews Technology Group April 2014 - December 2014
Kate Spade: Saturday Collection August 2014 - November 2014
Beauty News NYC August 2013 - June 2014
Tower Group Companies April 2013 - April 2014
Warner Music Group July 2012 - December 2012
Northern Trust April 2010 - February 2012
Computershare US 2009 - 2010
Skills
Social Media, Marketing, Marketing Strategy, Copywriting, Event Management, Facebook, Social Networking, Customer Service, Newsletters, Email Marketing, Editing, Public Relations, Illustrator, SEO, Advertising, Blogging, Digital Media, Social Media Marketing
Education
University of Phoenix 2010 — 2014
Bachelor's degree, Communications and Business Management
Media Bistro 2013 — 2013
Advertising / Copywriting Program
Rajan Dholakia's Northern Trust Experience August 2008 - Present
Job Officer at Northern Trust
Industry Financial Services
Experience
Northern Trust August 2008 - Present
Skills
Asset Allocation, Mutual Funds, Investments, Wealth Management, Team Building
Education
University of South Florida
Northern Trust August 2008 - Present
Skills
Asset Allocation, Mutual Funds, Investments, Wealth Management, Team Building
Education
University of South Florida
Theresa Jones, PHR's Northern Trust Experience 2010 - Present
Job Human Resources Professional
Industry Human Resources
Experience
Northern Trust 2010 - Present
Raymond James Financial 1993 - 2010
Skills
Recruiting, Training, Management Coaching, Employee Relations, Coaching, Process Improvement, Deferred Compensation, Talent Management, Workforce Planning, Succession Planning, Talent Acquisition, Onboarding, Employee Engagement, Employee Benefits
Education
University of South Florida
BA
Northern Trust 2010 - Present
Raymond James Financial 1993 - 2010
Skills
Recruiting, Training, Management Coaching, Employee Relations, Coaching, Process Improvement, Deferred Compensation, Talent Management, Workforce Planning, Succession Planning, Talent Acquisition, Onboarding, Employee Engagement, Employee Benefits
Education
University of South Florida
BA
Oliver Taner's Northern Trust Experience January 2011 - Present
Job Business Consultant Client Implementations Investment Operations Outsourcing at Northern Trust
Industry Financial Services
Experience
Northern Trust January 2011 - Present
Northern Trust September 2007 - January 2011
JP Morgan Chase 2006 - 2007
Skills
Business Analysis, Fixed Income, Equities, Back Office, Asset Management, Financial Services, Banking, Requirements Gathering, Business Process..., Global Custody, Requirements Analysis, Data Migration, Data Conversion, Testing, PMO, Visio, Asset Managment, Middle Office, SDLC, User Acceptance Testing, Business Requirements, Project Delivery
Education
University of Reading 2003 — 2006
bsc, Computer Science
Northern Trust January 2011 - Present
Northern Trust September 2007 - January 2011
JP Morgan Chase 2006 - 2007
Skills
Business Analysis, Fixed Income, Equities, Back Office, Asset Management, Financial Services, Banking, Requirements Gathering, Business Process..., Global Custody, Requirements Analysis, Data Migration, Data Conversion, Testing, PMO, Visio, Asset Managment, Middle Office, SDLC, User Acceptance Testing, Business Requirements, Project Delivery
Education
University of Reading 2003 — 2006
bsc, Computer Science
Lynn Ziven's Northern Trust Experience 1999 - 2005
Job Private & Commercial Banker | Licensed Real Estate Broker
Industry Banking
Experience
Community Bank 2011 - 2012
The Private Bank of California 2010 - 2011
U.S. Bank 2005 - 2010
Northern Trust 1999 - 2005
Bank of America 1993 - 1999
Skills
Private Banking, Commercial Lending, Relationship Management, Commercial Real Estate, Commercial Banking, Credit, Financial Analysis, Loans, Portfolio Management, Financial Services, Investments, Management
Education
University of Wisconsin-Madison
Master of Business Administration (MBA), Finance, Investment & Banking
Wharton Business School
Bachelor of Science (BS), Economics
Community Bank 2011 - 2012
The Private Bank of California 2010 - 2011
U.S. Bank 2005 - 2010
Northern Trust 1999 - 2005
Bank of America 1993 - 1999
Skills
Private Banking, Commercial Lending, Relationship Management, Commercial Real Estate, Commercial Banking, Credit, Financial Analysis, Loans, Portfolio Management, Financial Services, Investments, Management
Education
University of Wisconsin-Madison
Master of Business Administration (MBA), Finance, Investment & Banking
Wharton Business School
Bachelor of Science (BS), Economics
Charles Carnegie's Northern Trust Experience October 2008 - June 2009
Job Senior Distressed Analyst at Hutchin Hill Capital
Industry Financial Services
Experience
Hutchin Hill Capital 2014 - Present
Graham Capital Management 2012 - 2014
Knight Capital Group 2009 - 2012
Fordham University September 2010 - December 2011
Northern Trust October 2008 - June 2009
Context Capital Management, LLC September 2005 - August 2008
Skills
Distressed Debt, High Yield, Convertible Bonds, Portfolio Management, Leveraged Finance, Options, Capital Structure, High Yield Bonds, Risk Arbitrage, Research, Warrants, Hedge Funds, Alternative Investments, Fixed Income, Equities, Bloomberg, Capital Markets, Bonds, Valuation, Series 7, Asset Managment, Equity Research, Investments, Equity Trading, Credit Analysis, Financial Structuring
Education
University of Southern California 2000 — 2005
BA, Economics, Philosophy
Greenwich High School
Hutchin Hill Capital 2014 - Present
Graham Capital Management 2012 - 2014
Knight Capital Group 2009 - 2012
Fordham University September 2010 - December 2011
Northern Trust October 2008 - June 2009
Context Capital Management, LLC September 2005 - August 2008
Skills
Distressed Debt, High Yield, Convertible Bonds, Portfolio Management, Leveraged Finance, Options, Capital Structure, High Yield Bonds, Risk Arbitrage, Research, Warrants, Hedge Funds, Alternative Investments, Fixed Income, Equities, Bloomberg, Capital Markets, Bonds, Valuation, Series 7, Asset Managment, Equity Research, Investments, Equity Trading, Credit Analysis, Financial Structuring
Education
University of Southern California 2000 — 2005
BA, Economics, Philosophy
Greenwich High School
Valerie Harrell, CRCM's Northern Trust Experience 1999 - 2006
Job Examiner at Federal Reserve Bank of Chicago
Industry Banking
Experience
Federal Reserve Bank of Chicago January 2008 - Present
ABN AMRO Bank N.V. January 2007 - December 2007
Northern Trust 1999 - 2006
Skills
Risk Management, Banking, Operational Risk, Financial Institutions, Financial Risk, Credit, Financial Analysis, Credit Risk, Mortgage Lending, Credit Analysis, Mortgage Banking, AML, Fraud, Financial Regulation
Education
University of Phoenix
Bachelor of Business Administration (BBA), Busness Management
Federal Reserve Bank of Chicago January 2008 - Present
ABN AMRO Bank N.V. January 2007 - December 2007
Northern Trust 1999 - 2006
Skills
Risk Management, Banking, Operational Risk, Financial Institutions, Financial Risk, Credit, Financial Analysis, Credit Risk, Mortgage Lending, Credit Analysis, Mortgage Banking, AML, Fraud, Financial Regulation
Education
University of Phoenix
Bachelor of Business Administration (BBA), Busness Management
Patricia Lajoie's Northern Trust Experience
Job trust associate at Northern Trust
Industry Financial Services
Experience
Northern Trust
Skills
Wealth Management, Fixed Income, Bloomberg, Investments, Financial Planning, Portfolio Management, Trust Services, Risk Management, Financial Analysis, Mutual Funds, Small Business, Investment Properties
Education
University of South Florida
Northern Trust
Skills
Wealth Management, Fixed Income, Bloomberg, Investments, Financial Planning, Portfolio Management, Trust Services, Risk Management, Financial Analysis, Mutual Funds, Small Business, Investment Properties
Education
University of South Florida
Danielle Frappolli's Northern Trust Experience May 2012 - August 2012
Job Human Resources Analyst at Citi
Industry Human Resources
Experience
Northern Trust May 2012 - August 2012
JPMorgan Chase 2011 - 2011
Skills
Bloomberg, Human Resources, Market Research, Training
Education
University of Richmond 2010 — 2014
Bachelor of Arts (B.A.), Rhetoric and Communication Studies
Umbra Institute: Perugia, Italy 2012 — 2012
Northern Trust May 2012 - August 2012
JPMorgan Chase 2011 - 2011
Skills
Bloomberg, Human Resources, Market Research, Training
Education
University of Richmond 2010 — 2014
Bachelor of Arts (B.A.), Rhetoric and Communication Studies
Umbra Institute: Perugia, Italy 2012 — 2012
Tracy Rowohlt's Northern Trust Experience September 2004 - June 2009
Job President of RowlCrown, a provider of removable crown molding/wire management systems.
Industry Building Materials
Experience
RowlCrown June 2006 - Present
Northern Trust September 2004 - June 2009
Deutsche Bank May 2001 - June 2003
Bank of New York July 1999 - May 2001
KeyCorp May 1998 - July 1999
KeyCorp September 1996 - May 1998
KeyCorp December 1994 - September 1996
UNUM Life Insurance Company of America January 1994 - December 1994
UNUM Life Insurance Company of America June 1992 - December 1993
Skills
Financial Analysis, Communication, Multi Tasking, Presenter, Portfolio Management, Microsoft Office, Bloomberg, Reuters, Vestek, Wilshire, Factset, Barra Aegis, ALM, Insurance, Investments, Mutual Funds, Equities, Asset Managment, Equity Derivatives, ETFs, Derivatives, Crown Molding, Asset Management, Alternative Investments, Small Business, Risk Management
Education
Case Western Reserve University - Weatherhead School of Management 1995 — 1998
Master of Business Administration (MBA)
University of Rochester 1988 — 1992
BA
Gilmour Academy 1988 — 1992
High School
RowlCrown June 2006 - Present
Northern Trust September 2004 - June 2009
Deutsche Bank May 2001 - June 2003
Bank of New York July 1999 - May 2001
KeyCorp May 1998 - July 1999
KeyCorp September 1996 - May 1998
KeyCorp December 1994 - September 1996
UNUM Life Insurance Company of America January 1994 - December 1994
UNUM Life Insurance Company of America June 1992 - December 1993
Skills
Financial Analysis, Communication, Multi Tasking, Presenter, Portfolio Management, Microsoft Office, Bloomberg, Reuters, Vestek, Wilshire, Factset, Barra Aegis, ALM, Insurance, Investments, Mutual Funds, Equities, Asset Managment, Equity Derivatives, ETFs, Derivatives, Crown Molding, Asset Management, Alternative Investments, Small Business, Risk Management
Education
Case Western Reserve University - Weatherhead School of Management 1995 — 1998
Master of Business Administration (MBA)
University of Rochester 1988 — 1992
BA
Gilmour Academy 1988 — 1992
High School
Laura Garofanello's Northern Trust Experience 2004 - 2011
Job Vice President, Wealth Advisor at Frost Bank
Industry Banking
Experience
Frost Bank June 2011 - Present
Northern Trust 2004 - 2011
Education
University of Rochester 1990 — 1994
Bachelor of Arts (B.A.), Economics
Frost Bank June 2011 - Present
Northern Trust 2004 - 2011
Education
University of Rochester 1990 — 1994
Bachelor of Arts (B.A.), Economics
Chris Romine's Northern Trust Experience 2002 - Present
Job Senior Vice President Managing Director at Northern Trust
Industry Financial Services
Experience
Northern Trust 2002 - Present
Barnett Bank of Manatee County 1984 - 1993
Education
Graduate School of Banking at Louisana State University 2000 — 2003
Banking Management
University of South Florida 1982 — 1984
Bachelor's Degree, Business Administration and Management, General
Northern Trust 2002 - Present
Barnett Bank of Manatee County 1984 - 1993
Education
Graduate School of Banking at Louisana State University 2000 — 2003
Banking Management
University of South Florida 1982 — 1984
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.