Northern Trust
Industry: Financial services company
DescriptionNorthern Trust Corporation is a financial services company organized in Delaware and headquartered in Chicago, Illinois that caters to corporations, institutional investors, and high net worth individuals. The company has 85 offices in 18 US states and 20 countries. Headquarters: Chicago, Illinois, United States CEO: Michael G. O'Grady (1 Jan 2018–) Assets under management: 1.2 trillion USD (As of December 31, 2017.) Subsidiaries: NORTHERN TRUST CO,
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Northern Trust Employees
Northern Trust Corporation May 2014 - Present
Northern Trust November 1982 - Present
Northern Trust February 2004 - February 2007
Northern Trust January 1990 - February 2004
Northern Trust 1988 - 1990
Northern Trust, Oak Brook 1985 - 1989
Northern Trust, Oak Brook 1982 - 1985
Education
Roosevelt University 1988 — 1990
Bachelor, Human Resources
College of DuPage
Business
The Alexander Group September 2014 - Present
The Alexander Group May 2012 - August 2014
Stax, Inc. June 2009 - August 2011
ABN AMRO May 2005 - March 2007
Northern Trust July 2004 - April 2005
Skills
Market Sizing, Private Equity, Project Management, Financial Modeling, Due Diligence, Management Consulting, Analysis, Management
Education
The University of Chicago Booth School of Business 2007 — 2008
MBA, Strategic Management, Economics, Entrepreneurship
Peking University 2008 — 2008
College of the Holy Cross 2000 — 2004
BA, Economics, Classics
St. Ignatius College Prep 1996 — 2000
Northern Trust September 1996 - Present
Tribune Company June 1991 - September 1996
McGladrey August 1986 - September 1991
Skills
Switches, Disaster Recovery, Networking, Technical Support, Management, Telecommunications, Frame Relay, Vendor Management, ITIL, IT Management, VoIP, Integration, Data Center, Cisco Technologies, IT Strategy, Business Analysis, SDLC
Education
Weatherhead School of Management at Case Western Reserve University 1983 — 1986
MBA, Entrepreneurial Management
Cleveland State University 1977 — 1981
Bachelor of Business Administration (B.B.A.), Marketing
PNC Mortgage December 2013 - Present
PNC Mortgage February 2013 - December 2013
PNC 2011 - 2013
Wells Fargo 2010 - 2011
Northern Trust 2007 - 2010
MidAmerica Bank (now PNC) 1997 - 2007
Skills
Compliance, Customer Service, Microsoft Office, Underwriting, Microsoft Word, Leadership, Mortgage Lending, Banking, Loans, Credit, Retail Banking
Education
College of DuPage
Northern Trust February 2013 - November 2013
Northern Trust January 2012 - January 2013
Northern Trust August 2008 - January 2012
Bank of New York Mellon April 2006 - August 2008
Skills
Bloomberg, Fund Accounting, Fund Administration, Hedge Funds, Mutual Funds
Education
Cork Institute of Technology 2001 — 2005
Business Studies
Whitnell & Co. November 2008 - Present
Midtown Athletic Clubs October 2000 - Present
Northern Trust 1985 - 1998
Skills
Wealth Management, Investments, Finance, Mutual Funds, Asset Management, Asset Allocation, Portfolio Management, Financial Analysis
Education
North Central College
Bachelor's degree, Finance, General
DePaul University
Finance, General
College for Financial Planning 2014 — 2015
CFP Certification Professional Education Program
Allstate May 2014 - Present
Hospira September 2013 - March 2014
Hospira October 2012 - March 2014
Walgreens May 2011 - October 2012
Northern Trust September 2010 - May 2011
Herbst Gaming October 2007 - November 2009
Herbst Gaming May 2007 - October 2007
Skills
Active Directory, Windows 7, Lotus Notes, Access, Windows Server, Servers, Windows XP, Microsoft Office, Microsoft Exchange, Visual Basic, Windows Vista, Windows XP Pro, Unix, IT Project Leadership, Linux, IBM AS/400, Mainframe, Lotus Domino, Python, C++, PowerShell, SOX Compliance, Identity Management, Information Technology, Management, Security, Disaster Recovery, Vendor Management, Troubleshooting
Education
College of Lake County
Associate in Applied Science, Network Administration and Security
College of Lake County
Associate in Applied Science, Computer Forensics
Morningstar May 2014 - Present
Northern Trust July 2012 - May 2014
Federal Reserve Bank of Chicago October 2011 - July 2012
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Finance, Data Analysis, Research, VBA, Structured Finance, Credit Risk, Commercial Real Estate
Education
Columbia University in the City of New York 2007 — 2011
Bachelor of Arts, Mathematics; German Literature and Cultural History
Freie Universität Berlin 2010 — 2010
Semester Abroad, German Literature and Cultural History
Center for Healthcare Innovation September 2009 - Present
Northern Trust March 2010 - December 2011
Kelly Scott & Madison August 2008 - March 2010
ThoughtWorks November 2007 - October 2008
United States Air Force December 1999 - December 2003
Skills
Strategy, Entrepreneurship, Leadership, Management, Pharmaceutical Industry, Business Strategy, Healthcare, Strategic Planning, Market Research, Business Planning, Lifesciences, Competitive Analysis, Research, Medical Devices, Cross-functional Team..., Marketing Strategy, Analysis, Marketing, Biotechnology, Start-ups, Business Development, Consulting, CRM, Nonprofits, Healthcare Information..., Process Improvement, Project Management, Team Building, Market Analysis, Strategic Partnerships, Project Planning, Operations Management, Management Consulting, Data Analysis, Team Leadership, Executive Management, Biotechnology Industry, Program Management, Portfolio Management, New Business Development, Product Launch, Mergers & Acquisitions, Product Development, Analytics, International Business, Life Sciences, Marketing Research, Sales, Finance, Diversity & Inclusion
Education
University of Illinois at Chicago (UIC) 2005 — 2008
Bachelor of Science (B.S.), Finance
Community College of the Air Force 2001 — 2003
A.A., Aviation Maintenance Technology
Exelon December 2012 - Present
Northern Trust March 2012 - August 2012
Tekno Telecom December 2008 - March 2012
AffordaTel, Inc February 2008 - November 2008
McMaster-Carr Supply Company February 1988 - January 2008
Skills
Supply Chain, Procurement, Negotiation, Process Improvement, Lean Manufacturing, Heijunka, Jidoka, CQI, PDCA, Contracts, Telecommunications, IT, Barcode Scanning, Wireless, Embedded Systems, OEM, VAR, NEBS, Cisco CCNA training, CompTIA A+ HW, Vendor Management, Oracle Enterprise..., Training, Operations Management, Cross-functional Team..., Project Management, Forecasting, Management, Barcode, Product Management, Contractual Agreements, Information Technology, Contract Negotiation, Inventory Management, Risk Management, Analysis
Education
Next Level Purchasing Association 2014 — 2015
Certificate, SPSM Senior Professional in Supply Management (in progress)
College of DuPage 2010 — 2011
Certificate, Internetworking Technician
University of Chicago 2006 — 2007
Certificate, Process Management and Improvement
University of Chicago 2004 — 2005
Certificate, Financial Decision Making
DePaul University 1996 — 2001
Master of Science, Telecommunications Systems
DePaul University 1993 — 1993
Certificate, Telecommunications Program
DeVry University 1987 — 1991
Bachelor of Science, Electronics Engineering Technology
Northern Illinois University 1984 — 1987
Minor, History
Northern Trust January 2009 - Present
Education
College of the Holy Cross
Bachelor of Arts (B.A.), Economics
University of South Carolina-Columbia
Master of International Business Studies (MIBS)
Northern Trust July 1992 - Present
Santa Fe International 1976 - 1979
Skills
Drilling, Business Development, Risk Management, Project Management, Energy Industry, Petroleum, Asset Management, Gas, Customer Service, Economics, Offshore Drilling, Mergers & Acquisitions, Process Improvement, Microsoft Excel, Strategic Planning, Reservoir Engineering, Team Building, Oil & Gas, Due Diligence, Valuation, Negotiation, Analysis, Portfolio Management, Budgets, Financial Analysis, Natural Gas, Investments, Energy, Banking
Education
The University of Texas at Dallas 1988 — 1991
Master of Science, Management and Administrative Sciences
Colorado School of Mines 1970 — 1974
Bachelor of Science, Petroleum Engineering
Heriot-Watt University
Brewing and Distillation
Northern Trust March 2008 - Present
The Northern Trust Company March 2008 - Present
Essex County Estate Planning Council 2011 - 2011
Boston Estate Planning Council 1995 - 2011
Loring, Wolcott & Coolidge Family Office 2005 - 2008
Choate, Hall & Stewart 1999 - 2004
Bank of America 1992 - 1999
Skills
Wealth Management, Estate Planning, Trust Services, Trusts, High Net Worth..., Private Banking, Finance, Financial Planners, Investment Management, Asset Allocation, Financial Planning, Securities
Education
College for Financial Planning
CFP, Certified Financial Planner
National Graduate Trust School
CTFA, Graduate Level of Trust School
National Trust School
CTFA, Certified Trust & Financial Advisor Certification
Northeastern University
BSBA, Finance
Northern Trust Corporation September 2015 - Present
Northern Trust Corporation October 2013 - September 2015
Northern Trust October 2012 - October 2013
Obama for America September 2012 - November 2012
Habitat for Humanity International June 2012 - September 2012
Women Unlimited February 2012 - May 2012
Drexel University College of Medicine June 2011 - August 2011
Skills
Investment Performance, Problem Solving, Fundraising, PowerPoint, Writing, Grants, Nonprofits, Microsoft Office..., Raiser's Edge, Qualitative Research, Stata, Microsoft Office, Research, Editing, Social Media, Spanish, Non-profits, Customer Service, Votebuilder, Microsoft Excel, Analysis, Investments, Financial Analysis
Education
Colby College 2008 — 2012
Bachelor of Arts (B.A.), Government, Music
Danish Institute for Study Abroad 2010 — 2010
European Politics, International Law, Health Economics/Policy
Hinsdale Central High School 2004 — 2008
Plymouth Place Senior Living April 2015 - Present
'Self-Employed' January 2013 - Present
Northern Trust August 2000 - August 2011
Skills
Auditing, Financial Statements, Accounting, Mutual Funds, Financial Analysis, Finance, Financial Reporting, Financial Planning, Analysis, Financial Modeling, Account Reconciliation, Process Improvement, Internal Controls
Education
College of DuPage 2013 — 2015
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
DePaul University 2009 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.09
Saint Mark Lutheran Church and School August 2014 - Present
Ann Arbor Police Department 2008 - August 2014
St. Paul Lutheran Church May 2002 - August 2014
Northern Trust October 1994 - May 1998
Skills
PowerPoint, Church Events, Gospel, Religion, Spiritual Direction, Pastoral Counseling, Preaching, Community Outreach, Teaching, Leadership, Pastoral Care, Discipleship, Volunteer Management, Biblical Studies, Evangelism, Theology, Higher Education, Missions, Public Speaking, Fundraising, Nonprofits, Liturgy, Leadership Development, Event Planning, Customer Service, Program Development, Youth Ministry, Editing, Religious Studies, Microsoft Office, Newsletters, Adult Education, Grant Writing, Administration, System Administration, Blogging, Psychotherapy, Coaching, Community Development, Grief Counseling, Stewardship, Mission Work, Conflict Resolution, Pastoral, Curriculum Design, Non-profit..., Staff Development, Church Music, Social Media Outreach, Curriculum Development
Education
Schoolcraft College 2013 — 2013
Reserve Academy certification, Reserve Police Academy
Concordia Seminary St. Louis 1998 — 2002
Concordia University-Wisconsin 1990 — 1993
Bachelor of Arts (BA), Education
University of Michigan 1986 — 1988
Dedicated Football Fan & sometimes student
Northern Trust Corporation August 2014 - Present
Northern Trust 2012 - August 2014
Kansas Legislative Research Department June 2011 - August 2011
Robert J. Dole Institute of Politics at University of Kansas June 2010 - August 2010
Skills
Research, Management, Financial Analysis, Public Relations, Project Planning, Microsoft Word, Leadership, Budgets, Microsoft Excel, Organizational..., Customer Service, Social Media, Analysis, Legal Writing, Microsoft Office, Data Analysis, Teamwork, Event Planning, PowerPoint, Risk Management, Social Media Marketing, Portfolio Management, Outlook, Financial Services, Strategic Planning, Social Networking
Education
College of the Holy Cross 2008 — 2012
Northern Trust December 1999 - Present
Citi July 1993 - December 1999
SunTrust Bank June 1985 - July 1993
Skills
Banking, Management, Relationship Management, Lending, Leadership, P&L Management, Business Development, Investments, Wealth Management
Education
Clemson University 1981 — 1985
Bachelor of Science (BS), Financial Management
U.S. Trust September 2013 - Present
Northern Trust July 2010 - August 2013
GenSpring Family Offices September 2002 - June 2009
SunTrust Bank July 1993 - September 2002
JP Morgan May 1987 - July 1993
Skills
Portfolio Management, Wealth Management, Finance, Asset Allocation, Investments, Investment Banking, Investment Advisory, Private Equity
Education
Columbia University - Columbia Business School 1986 — 1987
MBA, Finance
Florida State University - College of Business 1977 — 1980
BS, Management
Prudential Mortgage Capital Corporation July 2014 - Present
Northern Trust June 2013 - August 2013
Morehead Planetarium and Science Center September 2010 - May 2013
Barnett Capital May 2012 - August 2012
SBB Research Group May 2012 - August 2012
Intergam Online May 2011 - July 2011
Cloz Co March 2008 - July 2010
Skills
Commercial Real Estate, Proficient In Spanish, PowerPoint, Microsoft Excel, Public Speaking, Research, Leadership
Education
University of North Carolina at Chapel Hill 2010 — 2014
BSBA Bachelors in Science and Business Administration. Minor in Asian Studies., Business Administration
Copenhagen Business School 2012 — 2012
International Business
The Chinese University of Hong Kong 2012 — 2012
International Business
Adlai E Stevenson High School 2006 — 2010
Northern Trust August 2013 - Present
Pierce and Associates November 2013 - June 2015
JP Morgan Chase December 2008 - August 2013
Morgan Stanley June 2007 - December 2008
Fidelity Investments January 2007 - June 2007
Skills
Project Management, Finance, Analytics, Business, Retirement Planning, Microsoft Office, Microsoft Suites, Microsoft CRM, Access, AS400 system, SharePoint, Visio, MS Project, KPI Reports, Remediation, Scorecard Management, Financial Services, Customer Service, Analysis, Investments, Banking, Microsoft Excel
Education
Southern New Hampshire University 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Columbia College 2008 — 2012
Bachelor's degree, Business Administration and Management, General
Loyola University of Chicago 2011 — 2011
Associate's degree, Project Management
Tooele High School 1990 — 1994
ZS Associates August 2015 - Present
Discover Financial Services November 2013 - May 2015
Northern Trust December 2012 - November 2013
Fiserv August 2010 - December 2012
The Realty Company LLC November 2009 - August 2010
Journal Communications Inc. August 2009 - December 2009
Skills
Competitive Intelligence, Marketing Research, Social Media Marketing, Direct Marketing, Marketing Strategy, Marketing Communications, Public Relations, Online Advertising, Marketing, Mobile Banking, Emerging Payments, Virtual Currency, Alternative Payments, Market Analysis, Business Strategy, Electronic Payment..., Contactless Cards, Vendor Management, Restaurant Marketing, Micropayments, Promotional Design, Copy Development, SEO, SPSS, Financial Markets, Mobile Marketing, POS solutions, Payment Services, Mobile Payments, Online Marketing, Social Media Monitoring, Event Management, Commercial Banking, Chip & PIN, Social Media, Sales, Segmentation, Strategy, Analytics, Project Management, Business Development, Leadership, Market Research, Product Management, Analysis, Business Analysis, Management, Salesforce.com..., CRM, Email Marketing
Education
University of Wisconsin-Milwaukee 2006 — 2011
Bachelors, Business Administration; Marketing; Marketing Research
Columbia College Chicago 2007 — 2008
BFA, Interior Architecture/ Fine arts
Cricking February 2014 - Present
Bytesflow Inc., August 2013 - Present
Deloitte & Touche November 2010 - August 2013
Northern Trust April 2005 - November 2010
Marlabs Inc April 2005 - November 2010
Colorado State University August 2002 - March 2005
Larsen & Toubro Infotech August 2000 - August 2002
Skills
SDLC, Agile Methodologies, Risk Management, Java Enterprise Edition, Integration, Cloud Computing, Java, Scrum, Oracle, Spring, Identity Management, Information Security, Architecture, Enterprise Software, SOA, Requirements Analysis, Enterprise Architecture, Software Project..., Management, Program Management, Security, Architectures, Solution Architecture, Spring Framework
Education
Colorado State University 2002 — 2004
M.S, Electrical & Computer Engineering
Coimbatore Institute of Technology 1996 — 2000
BE, Engineering
Ally Financial Inc. July 2015 - Present
Colibrium November 2014 - February 2015
KForce/JP Morgan July 2013 - June 2014
Adecco Staffing/Bank of America October 2011 - June 2012
RYLA Inc. March 2009 - June 2011
Automobile Acceptance Corp April 2008 - March 2009
PlumRHINO Consulting/Bank of America November 2007 - January 2008
Northern Trust April 2006 - July 2007
Union Bank September 2004 - March 2006
Bank of America August 1980 - July 2003
Skills
Customer Service, Call Center, Process Improvement, Team Building, Microsoft Office, Banking, Microsoft Excel, Coaching, Team Leadership, Training, Outlook, Customer Satisfaction, Loans, Mentoring, Administrative..., Business, Professional Services, Problem Solving, Financial Analysis, Business Development, Community Outreach, Fitness, Invoicing, Knowledge Management, Academic Administration, Career Counseling, Forecasting, PowerPoint, Call Centers, Microsoft Word, Performance Management, Management, Sales, Leadership Development, Interviews, Vendor Management, Budgets, Negotiation, Customer Retention, Analysis, Time Management, Employee Training, Team Management, Hiring, Employee Relations, Operations Management, CRM, Access, Payroll, Software Documentation
Education
Collin County Community College 2012 — 2012
Project Management Professional, certification, coursework
Long Beach City College 2004 — 2006
Associates Degree, Business Administration and Counseling/Psychology
Northern Trust June 2013 - Present
Northern Trust March 2011 - June 2013
Northern Trust October 2009 - March 2011
Northern Trust March 2009 - October 2009
Northern Trust October 2007 - March 2009
Northern Trust November 2006 - October 2007
Northern Trust July 2005 - November 2006
Skills
Wealth Management, Asset Allocation, Equities, Portfolio Management, Investments, Fixed Income, Asset Managment, Bloomberg, Financial Modeling, High Net Worth..., Hedge Funds, Mutual Funds, Securities, Financial Analysis, Alternative Investments, Wealth Management..., Investment Strategies, Asset Management, Investment Advisory, Series 7, Series 63, Equity Research, Capital Markets, Bonds, ETFs, Investment Management, Derivatives, Bloomberg Terminal, Valuation, Trading, Financial Services, Private Banking, Fund Of Funds
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (M.B.A.)
Riordan Leadership Institute, Los Angeles Junior Chamber Charity Foundation 2013 — 2014
Riordan Volunteer Leadership Development Program, Class 46
University of California, Los Angeles 2009 — 2010
Certificate in Personal Financial Planning, Earned With Distinction
Columbia University - Graduate School of Journalism 2004 — 2005
Master's Degree
Columbia University in the City of New York 1999 — 2003
Bachelor's Degree
Northern Trust July 2007 - Present
Skills
Wealth Management, Investment Advisory, Financial Advisory, Investment Management, High Net Worth..., Tax, Management, Funding, Executive Management, CPA, Portfolio Management, Equities, Mutual Funds, Fixed Income, Asset Management
Education
University of San Francisco 1989 — 1992
Master of Business Administration (MBA), Business Administration and Management, General
Colorado State University 1983 — 1987
Bachelor of Science (BS), Finance and Real Estate
GolfNow November 2013 - Present
Northern Trust September 2010 - October 2013
Digital Hub - Chicago's Green Printing Source October 2006 - September 2008
Skills
Audio Engineering, Audio Editing, Audio Post Production, Audio Processing, Professional Audio, Audio Conferencing, Audio Restoration, Digital Audio, Digital Signal..., Signal Processing, Video, Video Production, Video Editing, Final Cut Pro, Video Conferencing, Film, Film Production, Film Scoring, Music, Music Production, Music Theory, Music Publishing, Audio Visual Design, Audio Visual Integration, Audio Visual System..., Audio Visual Support, Media Production, Rich Media Production, Post Production, Production Managment, Post Production..., Media Production..., Word, Excel, Adobe Creative Suite, Microsoft Word, Microsoft Excel, PowerPoint, AV
Education
Columbia College Chicago 2006 — 2010
B.A., Audio Arts and Acoustics
Northern Trust June 2013 - Present
CareerBuilder.com May 2012 - March 2013
DePaul University March 2011 - March 2013
Panera Bread May 2010 - April 2012
College of DuPage January 2009 - August 2010
Skills
Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Internal Audit, QuickBooks, Microsoft Office, Outlook, Time Management, Customer Service, Strategic Planning, Event Planning, TeamMate, Corporate Tax, Access, Data Analysis, Tax
Education
DePaul University 2010 — 2013
Bachelor of Science, Accounting with a Concentration in Internal Audit
College of DuPage 2008 — 2010
Associates of Science, Commerce
KB Financial Partners February 2013 - Present
Northern Trust July 2011 - February 2013
Northern Trust September 2008 - July 2011
Morgan Stanley June 2007 - September 2008
Skills
Investments, Valuation, Financial Analysis, Microsoft Excel, Mutual Funds, Series 63, Wealth Management, Asset Allocation, Asset Managment, Accounting, Not-for-profit, Alternative Investments, Investment Modeling, Portfolio Management, Quantitative Research
Education
University of Maryland College Park 2004 — 2007
Bachelor's degree, Economics
Clarkson University 2003 — 2004
Entrepreneurship/Entrepreneurial Studies
Jack Lichwa Consulting Inc September 2010 - Present
Northern Trust Corporation 2015 - Present
ProActive Technology Partners September 2012 - Present
Vanguard September 2012 - 2014
Northern Trust September 2010 - August 2012
Chicago Booth Center for Research in Security Prices December 2009 - September 2010
Avanade July 2007 - December 2009
Accenture June 2009 - November 2009
Northern Trust June 2008 - June 2009
Cardinal Health January 2008 - June 2008
Skills
Software Architectural..., DDD, SOA, Message Oriented..., ALM, Full SDLC, Scrum, Business Analysis, Capital Markets, Index Funds, Portfolio Management, Business Requirements, Microsoft Technologies, Architecture, Requirements Analysis, Databases, Database Design, Enterprise Architecture, Integration, Distributed Systems, Agile Methodologies, Gemfire, Application Architecture, UML, Agile Project Management, Software Development
Education
WIT Warsaw BS Computer Engineering 1999 — 2003
Bachelor, Information Technology
Columbia University in the City of New York
Financial Engineering Independent Courses
Northern Trust Corporation August 2014 - Present
d'aprile properties, llc May 2014 - Present
Northern Trust August 2013 - August 2014
Northern Trust Corporation August 2011 - July 2013
Aurora Investment Management June 2010 - June 2011
Skills
Mutual Funds, Auditing, Microsoft Office, Valuation, Fund Of Funds, Bonds, Fund Accounting, Enterprise Software, Lotus Notes, Equity Research, Futures, Microsoft Word, Real Estate Transactions
Education
DePaul University 2009 — 2011
Bachelor's degree, Accounting
College of DuPage 2006 — 2009
Associate's degree
Downers Grove North 2002 — 2006
Northern Trust Corporation December 2013 - Present
Northern Trust November 2007 - Present
BMO Investments Inc. October 2005 - October 2007
Baxter Credit Union June 1998 - September 2005
Skills
Retail Banking, Personal Financial..., Investments, Series 7, Series 63,..., Banking, Fixed Annuities, Life Insurance, Financial Services, Finance, Wealth Management
Education
DePaul University 2014 — 2016
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies, Focus in Trust and Estate Planning
College of Financial Planning 1994 — 1997
CFP, Financial Planning and Services
College of Lake County
Accounting and Finance
Neuberger Berman March 2013 - Present
Northern Trust 1997 - March 2013
Education
College for Financial Planning
Certified Financial Planner, Investment
Thomas Edison State College
Bachelor, Finance and Marketing
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst, Investment Management
Northern Trust June 2013 - Present
Westmount Asset Management September 2012 - May 2013
Artio Global Investors February 2008 - March 2012
Bernstein Global Wealth Management September 2001 - February 2008
Skills
Investment Management, Asset Allocation, Wealth Management..., Multi-generational..., Multi-generational..., Retirement Planning, Charitable Gift Planning, Charitable Trusts, Charitable Remainder..., Charitable Gift..., Philanthropy
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2008
MBA, Finance and Financial Management Services
Columbia University in the City of New York 1997 — 2001
Bachelor of Arts (BA), French Language and Literature
Million Dollar Scholar February 2014 - Present
Ogilvy & Mather May 2014 - October 2014
NBC Sports and Conde Nast May 2013 - May 2014
Carnegie Corporation of New York September 2013 - September 2013
Northern Trust July 2012 - March 2013
Mesirow Financial September 2011 - February 2012
Columbia College Chicago September 2008 - May 2011
Flowers Communications Group October 2009 - April 2010
DDB 2010 - 2010
Northwestern Memorial Hospital May 2009 - August 2009
Skills
Writing, Adobe Software, InDesign, Market Research, Editing, Strategic Communications, Fundraising, Factiva, Field Marketing, Social Media Marketing, Corporate Communications, Corporate Social..., Photoshop, Storyboarding, Voice Over, Community Relations, Community Service, Healthcare Marketing, Marketing, Cold Calling, Pitching Media, Pitching Ideas, Media Relations, digi, Digital Marketing, Digital Media, Digital Strategy, Event Management, Event Planning, Coordinating Events, Private Events, Crisis Communications, Crisis Management, Integrated Marketing, Facebook, Brand Development, Strategy, New Media, Leadership, Social Media, Copywriting, Advertising, Social Networking
Education
Columbia College Chicago 2008 — 2011
BA, Marketing Communications
Columbia College Chicago 2008 — 2011
Augustana
Columbia College Chicago
Northern Trust July 2012 - Present
History Associates Incorporated June 2012 - Present
Rockville Cemetery Inc. June 2005 - Present
PNC Bank October 2001 - June 2012
Mellon Financial Corporation June 1995 - June 2001
Bank of America September 1981 - June 1995
Skills
Wealth Management, Financial Services, Private Banking, Investments
Education
Clemson University 1975 — 1979
Bachelor of Science (BS), Economics
Northern Trust Asset Management March 2010 - Present
Guggenheim Transparent Value June 2009 - January 2010
Northern Trust November 2006 - June 2009
PlusFunds Group, Inc. August 2003 - June 2006
Rydex August 2001 - August 2003
Scudder Weisel Capital December 2000 - April 2001
Barclays Global Investors September 1996 - December 2000
Skills
Alternative Investments, Asset Management, Asset Managment, Business Development, Capital Markets, ETFs, Equities, Financial Services, Hedge Funds, Investment Strategies, Investments, Management, Mutual Funds, Portfolio Management, Private Equity, Product Development, Asset Allocation, CRM, Fixed Income, Morningstar, Securities, Series 7
Education
Colby College
Bachelor of Arts (B.A.), Music History
Columbia University Graduate School of Arts and Sciences
Historical Musicology
Midland
Fay Servicing, LLC February 2014 - Present
Wells Fargo October 2011 - November 2013
Bank of America December 2010 - March 2011
Northern Trust October 2010 - December 2010
Heart Financial Services March 2010 - September 2010
HSBC October 2005 - October 2009
Skills
Banking, Loans, Leadership, Sales Management, Customer Service, Customer Satisfaction, Program Management, Coaching, Real Estate, Management, Mortgage Lending, Foreclosures, Mortgage Underwriting, Customer Retention, Project Management, Call Centers, Mortgage Banking, Credit, Risk Management
Education
College of DuPage 2008 — 2009
Business Management
North Suburban Needlearts Guild September 2011 - Present
AAUW - Glenview Area branch May 2009 - Present
Women's Exchange June 2007 - May 2013
Northern Trust August 1973 - August 2005
Skills
Knitting, Crocheting, Embroidery, Watercolor, Drawing, Beading, Polymer Clay, Fabric painting, Collage, Assemblage, Art, Art History
Education
Colorado College 1967 — 1971
Northern Trust 2007 - 2014
Harris Private Bank 2003 - 2007
Scudder Investments 2000 - 2002
Allstate 1998 - 2000
Citibank 1989 - 1998
Skills
Marketing Strategy, Product Development, Strategic Planning, Direct Marketing, Email Marketing, Marketing Communications, Business Strategy, Lead Generation, Marketing, Project Management, Budgets, Management
Education
The University of Chicago - Booth School of Business 1975 — 1977
Master of Business Administration (MBA), Finance, General
Colorado College 1971 — 1974
Bachelor of Arts (B.A.), Economics
GE Capital May 2007 - Present
Savvian 2003 - 2006
ThinkEquity LLC 2001 - 2002
Vector Securities 1997 - 2001
Northern Trust 1989 - 1997
Skills
Private Equity, Mergers, Private Placements, Investment Banking, Valuation, Mergers & Acquisitions, Securities, Financial Structuring, Financial Modeling, M&A experience, Capital Markets, Corporate Finance, Investments, Equities, Corporate Development, Portfolio Management, Due Diligence, Venture Capital, Asset Managment, LBO
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Finance, Marketing, Entrep
Colgate University 1985 — 1989
BA, Economics, Religion
New Trier High School 1981 — 1985
Fiera Capital Corporation November 2014 - Present
Conseil Marco Alexandre/Marco Alexandre Consulting June 2014 - Present
Northern Trust July 2011 - March 2014
Fiera Sceptre Inc. October 2010 - June 2011
FIERA CAPITAL October 2008 - October 2010
Fiera Capital January 2008 - October 2008
AGF - MAGNA VISTA INVESTMENT MANAGEMENT February 2005 - December 2007
National Bank of Canada May 2001 - February 2005
National Bank of Canada January 2001 - January 2005
Skills
Performance Analysis, Performance Attribution, DCF, Collateral Management, Securities Lending, Corporate Actions, Middle Office, Back Office, Trading
Education
McGill University 2014 — 2015
Graduate Diploma, Applied Finance
Wall Street Prep 2014 — 2014
Certificate, Financial & Valuation Modeling
CFAUK 2013 — 2013
IMC, IMC Certificate
Canadian Securities Institute 2009 — 2009
Canadian Securities Course, Pass
Concordia University 2000 — 2004
BComm, Finance, B
Century 21 Pride Realty February 2008 - Present
Merrill Lynch Capital 2006 - 2008
Fimat 2001 - 2006
Heller Financial 1999 - 2001
Heller Financial 1999 - 2001
Heller Financial 1999 - 2001
Northern Trust August 1998 - November 1999
Skills
Corporate Finance, Buyer Representation, Banking, Real Estate, Investment Properties, Single Family Homes, Investments, Investors, Strategic Planning, Condos, Real Estate Transactions, REO, Commercial Lending, Portfolio Management, First Time Home Buyers, Referrals, Foreclosures, Short Sales, Sellers, Loans, Relocation, Residential Homes, FHA, Listings, Selling, Luxury, Property
Education
Eastern Illinois University 1996 — 1998
Bachelor, Finance
College of DuPage 1993 — 1996
Associate
Integrated Marketing Services March 2007 - Present
Los Angeles Neighborhood Housing Services August 2003 - March 2007
Northern Trust March 2002 - August 2003
Cornell University 1997 - 2001
Skills
Integrated Marketing, Marketing, Brand Management, Marketing Strategy, Strategy, Leadership, Marketing Communications, Brand Development, Public Relations, Market Research, Customer Insight, Graphic Design, Social Media Marketing, Competitive Analysis, Marketing Management, Event Planning, Strategic Planning
Education
Cornell University 1995 — 2000
Bachelor of Science (BS), Applied Economics and Management
Avanade October 2015 - Present
Randstad July 2015 - September 2015
Party934.com October 2011 - July 2015
FedEx Express September 2014 - June 2015
Herbalife May 2014 - August 2014
Discover Financial Services September 2012 - May 2014
Northern Trust April 2011 - February 2012
KONE March 2009 - April 2011
PepsiCo October 2007 - November 2008
Dresser, Inc. November 2006 - October 2007
Skills
Recruiting Coordinator, Technial Coordinator, Administrative..., Lotus Notes, Microsoft Office 2007, E-Verify, I-9 Compliance, Appointment Scheduling, Heavy Calendaring, Onboarding, Peopleclick, Concur, Salesforce.com, Radio Broadcasting, Internet Radio, Training, BrassRing, SAM Broadcaster, Nicecast, Google Docs, Twitter, Facebook, Microsoft Office, Editing, Social Networking, Final Cut Pro, Microsoft Excel, Event Management, Recruiting, Human Resources, Interviews, Public Speaking, Marketing, Management, Administrative...
Education
Illinois Center for Broadcasting 2011 — 2012
Diploma, Radio and Broadcasting
Columbia College Chicago
Flim/Video
LKN Financial November 2014 - Present
G.P Financial November 2012 - October 2014
Northern Trust September 2010 - October 2012
Northern Trust March 2008 - August 2010
Northern Trust November 2006 - February 2008
Northern Trust April 2004 - October 2006
Northern Trust March 2002 - July 2003
Skills
Equities, Fixed Income, Finance, Mutual Funds, Settlement, Loans, Financial Analysis, Financial Services, Valuation, Business Analysis, Global Custody, Collateral Management, Securities Lending, Customer Service, Financial Reporting, Account Reconciliation, Management, Employee Engagement, Life & Health Insurance..., Team Leadership, Portfolio Management, Risk Management, Emotional Intelligence, Estate Planning, Money Management, Fixed Annuities, Indexed Annuities, Banking, Training, Long Term Care Insurance, Disability Insurance, College Education..., Income Protection, Permanent Life Insurance, Income Planning...
Education
Dominican University 1997 — 2000
MBA, Finance, International Business
Northeastern Illinois University 1995 — 1997
Bachelor's degree, Finance
Concordia University-River Forest 1993 — 1994
US Bank April 2012 - Present
Citibank N.A. October 2010 - January 2012
Harris myCFO March 1995 - September 2010
Northern Trust March 1986 - February 1995
Seafirst Bank July 1982 - January 1986
Skills
Evaluation of private..., Structuring leveraged..., Wealth Management, Alternative Investments, Private Banking, Hedge Funds, Wealth Management..., Asset Managment, Portfolio Management, High Net Worth..., Asset Allocation, Investment Advisory, Investment Management, Capital Markets, Asset Management, Banking, Due Diligence, Family Office, Credit, Finance, Financial Services, Investments, Securities, Structured Finance, Venture Capital, Private Equity
Education
Coe College
BA, Business, Economics
The University of Glasgow
Dipl of Mgmt Studies, Finance/Bus Admin
University of Iowa
MBA
TransUnion April 2015 - Present
Capital One February 2013 - April 2015
HSBC February 2012 - February 2013
Northern Trust February 2010 - December 2011
Blue Cross and Blue Shield of Illinois, New Mexico, Oklahoma & Texas August 2008 - November 2009
Market Dynamics, Inc June 2006 - August 2008
American Academy of Orthopaedic Surgeons August 2004 - December 2004
Skills
Access, Business Intelligence, SQL, Information Security, Analytics, Citrix, BMC Remedy, SAS, Team Building, Unix, Active Directory, Linux, Troubleshooting, RSA SecurID, Software Documentation, RBAC, IT Audit, Incident Management, IT GRC, ITIL, Provisioning, Access Control, IT Service Management, Security+, Account Reconciliation, Account Management, Network Security, AIMSUN, Oracle AIM, CSS, HTML 5, XHTML, JavaScript, Apache, BMC Control-sa, Integration, Analysis, Databases, Information Technology
Education
University of Illinois at Chicago 2003 — 2007
Master, Economics, 3.0
Northeastern Illinois University 2001 — 2003
BA, Economics, 3.5
College of Lake County 2011 — 2016
Associate's Degree, Network Administration and Security
PNC Wealth Management September 2012 - Present
Northern Trust August 2007 - August 2012
LaSalle Bank January 2003 - August 2007
Fifth Third Bank August 2001 - December 2002
The First National Bank of Chicago June 1991 - August 2001
Education
College for Financial Planning 1999 — 2000
CFP, Certified Fanancial Planning
University of Illinois at Urbana-Champaign 1986 — 1990
BAS, Economics
Genoa-Kingston High School 1982 — 1986
SunGard September 2012 - Present
Northern Trust July 2011 - September 2012
Intechnic Corporation March 2011 - July 2011
Northern Trust Corporation September 2006 - December 2009
Skills
Microsoft Excel, Multitasking Skills, Microsoft Office, windows, Lotus Notes, 10 Key, AS400 system, Close Attention to..., Russian, Lithuanian, NAV, Customer Service, Account Reconciliation, Analytical Skills, Valuation, Mutual Funds, Corporate Actions, Fund Accounting, Derivatives, Bloomberg, Fund Of Funds
Education
University of Illinois at Chicago 2004 — 2006
Bachelor of Science, Finance
Northern Illinois University 2004 — 2004
Finance
College of DuPage 2002 — 2004
Finance
The Coca-Cola Company 2012 - Present
The Coca-Cola Company 2008 - 2011
The Coca-Cola Company 1997 - 2007
Unilever Bestfoods 1991 - 1997
Ardmen Broadcasting 1988 - 1990
Northern Trust 1987 - 1988
Skills
Shopper Marketing, Consumer Products, Customer Insight, Marketing Strategy, Forecasting, Strategy, Product Marketing, Business Planning, Cross-functional Team..., Trade Marketing, Pricing, Management, Brand Management, FMCG, Marketing Operations, P&L Management, Sales Operations
Education
University of Phoenix 2001 — 2003
MBA, Business Adminstration
Colgate University 1982 — 1987
BA, Economics & Political Science
Northern Trust October 2015 - Present
Skills
Requirements Analysis, Quality Assurance, SDLC, Process Improvement, Testing, Business Analysis, Project Management, Risk Management, Vendor Management, Program Management, Software Project..., IT Strategy, PMO, Agile Methodologies, Visio
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 2000
MBA, Management Information Systems
Project Management Insitute 1997 — 1998
Project Management Professional, Information Technology Project Management, PMP
College for Financial Planning 1989 — 1991
Professional Designation of Certified Financial Planner, Financial Planning and Services
DePauw University 1983 — 1987
Bachelor of Arts, Economics
Northern Trust September 1990 - Present
Skills
Equities, Mutual Funds, Wealth Management, Bloomberg, Fixed Income, Portfolio Management, Investments, Derivatives, Asset Managment, Hedge Funds, Asset Allocation, Financial Services, Credit Analysis, Securities, Customer Service, Asset Management
Education
Northern Illinois University 1985 — 1988
Bachelor of Science
College of Lake County 1984 — 1985
Wells Fargo Private Bank August 2012 - 2015
Northern Trust March 2004 - August 2012
Mellon Private Wealth Management 2002 - 2004
JPMorgan Private Bank 1988 - 2001
Skills
Series 7, Investment Management, Loans, High Net Worth..., Hedge Funds, Asset Managment, Wealth Management, Alternative Investments, Investment Strategies, Asset Allocation, Securities, Wealth, Financial Analysis, Venture Capital, Equities, Investment Advisory, Due Diligence
Education
Colgate University
BA, Russian Studies
Columbia University - School of International and Public Affairs
M.A., International Finance & Banking
Sidekick Realty, LLC April 2015 - Present
Garry Real Estate April 2011 - April 2015
Northern Trust March 2012 - January 2014
Woodfield Fund Administration, LLC October 2011 - December 2011
Deerfield Capital Management June 2007 - October 2011
Black Diamond Capital, LLC April 2006 - June 2007
Konica Minolta 2005 - 2006
UBS Wealth Management August 2004 - January 2005
Skills
Hedge Funds, Bloomberg, Financial Analysis, Account Reconciliation, FX Options, Swaps, Real Estate, Equities, Derivatives, Finance, Asset Backed Financing, Total Return Swaps, OTC, Futures, Currency Futures, Equity Derivatives, Exotic Derivatives, Microsoft Office, Microsoft Excel, Microsoft Word, Mortgage Repo, Highly detail oriented, Security Agreements, Operational Issues, Subscriptions, Redemption, Margin Calls, Collateral, International Business..., Employee Training, Group Work, Contract Negotiation, CLO / CDO, Work Under Minimal..., Corporate Communications, PowerPoint, Bank Loans, Preferred Stock, Corporates, Bloomberg API, Excel Macros and Pivot..., Meet Deadlines, Leadership, Team Leadership, Databases, Analysis, Internal Controls, Goal-oriented..., CDS, ABS
Education
University of Central Florida - College of Business Administration 2003 — 2005
Bachelor's Degree, B.S.B.A - Finance
St. Petersburg College 2001 — 2003
Associate's Degree, Business Administration and Management, General
Columbia College Chicago 1999 — 2001
Animation, Interactive Technology, Video Graphics and Special Effects
Northern Trust December 1998 - Present
Bank of America April 1997 - December 1998
Oak Brook Bank 1995 - 1997
Citi 1993 - 1995
Bank One 1990 - 1993
Skills
Relationship Management, Banking, Wealth Management, Portfolio Management, Mutual Funds, Investments, Asset Management, Financial Analysis, Securities, Financial Services, Alternative Investments, Finance, Wealth Management...
Education
Concordia University-River Forest 1985 — 1989
Bachelor of Arts (B.A.), Elementary Education (English and Music concentrations)
CVS Pharmacy April 2000 - Present
Northern Trust Corporation November 2014 - Present
Northern Trust Corporation November 2013 - December 2013
Northern Trust May 2013 - October 2013
Bank of America August 2008 - August 2009
Adecco Group May 2008 - July 2008
Bank of America February 2007 - October 2007
GE Real Estate April 2006 - July 2006
GE Equipment Services May 2005 - April 2006
Grant Thornton LLP May 2003 - October 2003
Skills
Windows XP Professional, Windows 2000, Windows 95/98 NT, Windows 7, FedLine, Superform, PeopleSoft, Lawson Insight, CMS, Dunn & Bradstreet, McCormick & Dodge, Apeservices, View Direct, LaTrend, PC Link, AVP, Recon Plus, Rumba, Global Plus, Microsoft Office 2010, Lotus Notes, Microsoft Outlook, Power Match, Epark, Cognos, Webdiva, DRUM, Algo Collateral, TCRIS, XDOCS, Static Data, Microsoft Office 2007, Microsoft Word, Microsoft Excel, Accounting, Accounts Payable, Accounts Receivable, Middle Office, Global Foreign Exchange, Reconciling, Banking, Journal Entries, Spreadsheets, Corporate Finance, General Ledger, Data Entry, Ad Hoc Reporting, Financial Reporting
Education
Harold Washington College 2001 — 2002
Accounting and Finance
Triton College 1995 — 1995
Accounting and Finance
College of DuPage 1992 — 1992
Accounting and Finance
Illinois State University 1990 — 1991
Accounting and Finance
Northern Trust Corporation April 2014 - Present
Northern Trust October 2012 - March 2014
Appraisal Institute March 2009 - October 2012
Madden, Inc. February 2004 - August 2005
Madden, Inc. January 2001 - February 2004
Skills
Project Management, Strategic Planning, Management, Microsoft Office, Leadership Development, SharePoint, Visio, Microsoft Word, Data Analysis, Leadership, Microsoft Excel, Analysis, Training, Business Analysis, Change Management, Process Improvement, Program Management, Recruiting, Team Leadership
Education
Columbia University in the City of New York
Bachelor's degree, Political Science and Government
VMware August 2015 - Present
VMware September 2014 - Present
Shawnbass.com September 2005 - Present
SynNet, Inc. August 1998 - September 2014
Northern Trust 2006 - 2007
Allstate Insurance 2004 - 2005
CNA Insurance 1998 - 2000
Progressive Network Solutions 1995 - 1998
GE Capital Railcar Services 1996 - 1997
Skills
vSphere, Application..., Servers, Citrix, Virtualization, VMware Infrastructure, App-V, Citrix Metaframe, Active Directory, Terminal Services, VMware, Windows, Disaster Recovery, Cloud Computing, Enterprise Architecture, VMware ESX, Windows Server, Server Architecture, ITIL, Data Center, Information Security, VDI, Storage, Enterprise Software, Microsoft Technologies, IT Operations, Hyper-V, DNS, Infrastructure, Information Technology, IT Management, Microsoft Exchange, System Deployment, Security, Windows 7, Group Policy, Firewalls, High Availability, Powershell, Microsoft Certified..., IT Service Management, Windows XP, SCCM, Operating Systems, VMware vSphere
Education
College of DuPage 1991 — 1993
Hinsdale South
Northern Trust May 2000 - Present
UnitedHealthcare June 1988 - May 2000
UnitedHealthcare August 1995 - June 1998
MetLife June 1988 - July 1995
Skills
Wealth Management, Investments, Asset Management, Alternative Investments, Asset Allocation, Finance
Education
College of DuPage 1992 — 1995
Robert Morris College 1983 — 1984
Queue Associates February 2004 - October 2006
Bessemer Trust February 2002 - October 2003
Northern Trust 1994 - 1997
Northern Trust 1989 - 1994
Skills
Project Management, Strategic Planning, CRM, Leadership, Banking, Program Management, Organizational..., Financial Analysis, Management, Accounting
Education
Columbia University - School of International and Public Affairs 1997 — 1999
Masters, International Business and European Studies
University of Regensburg
Vanderbilt University
Desjardins November 2014 - Present
ROLTA Solutions / Americas & EMEA August 2008 - Present
PNC April 2013 - November 2014
Comerica Bank 2013 - 2013
Northern Trust March 2012 - October 2012
SunTrust Bank February 2011 - September 2011
Limited Brands August 2010 - January 2011
Associated Bank 2011 - 2011
Fannie Mae March 2008 - July 2010
Grange Insurance August 2008 - July 2009
Skills
Essbase, Hyperion Enterprise, Business Intelligence, Data Warehousing, Business Analysis, Management Consulting, Financial Analysis, EPM, Hyperion Planning, Risk Management, Project Management, Banking, SDLC, Strategic Planning, Master Data Management, Change Management, Requirements Analysis, Financial Services, Enterprise Architecture, Process Improvement, Financial Reporting, Consulting, Finance, Management, Analysis, Enterprise Software, Integration, Leadership, Strategy, Business Process..., Requirements Gathering, Oracle, Executive Management, Business Process, Financial Modeling, Business Development, Databases, IT Strategy, Budgets, ERP, Forecasting, Pre-sales, Financial Risk, Vendor Management, Software Development, Program Management, Portfolio Management, Analytics, Budgeting, Financial Planning
Education
OFSAA Training 2012 — 2012
Certified
Stonier Graduate School of Banking 1991 — 1994
Franklin University 1984 — 1987
Bachelor of Science (BS)
Columbus State 1981 — 1982
Youngstown State University 1980 — 1980
The Ohio State University 1979 — 1980
Otterbein College 1979 — 1979
WESTERVILLE NORTH 1975 — 1979
High School
Cleveland Clinic May 2015 - Present
Liturgy Training Publications June 2014 - October 2014
United Airlines November 2013 - January 2014
McDonalds through True Consulting March 2013 - May 2013
Redbox March 2012 - November 2012
McGraw-Hill Higher Education March 2011 - March 2012
Tribune Company 2010 - 2010
Northern Trust February 2009 - December 2009
Solstice Consulting 2008 - 2008
Skills
Agile Project Management, Vendor Management, Project Management, SharePoint, MS Project, Management, Project Planning, Business Analysis, SDLC, E-commerce, Team Building, Agile Methodologies, Analysis, Training, Scrum, Process Improvement, Mobile Applications, Analytics, Program Management, Databases, Change Management, Resource Management, Requirements Gathering, Visio, Product Development, Product Management, Project Portfolio..., Testing, XML, Software Project..., Data Analysis, Agile, w, WordPress, Web Content Management, Microsoft Project
Education
Argosy University Chicago 2009 — 2011
Masters in Adult Education and Training, Education
Cleveland State University 1982 — 1987
BBA, Marketing
Chase Private Client August 2013 - February 2015
The Rosenbaum Group of Wells Fargo Advisors, LLC March 2010 - November 2011
Fifth Third Bank 2003 - 2009
Northern Trust 1984 - 2003
Skills
Private Banking, Series 7, Relationship Management, Financial Planning, Investment Management, Wealth Management, Portfolio Management, Credit, Asset Protection, Asset Allocation, Wealth Transfer, Credit Analysis, Communication
Education
DePaul University 2011 — 2012
CFP®
Colorado College 1975 — 1979
BA, Romance Languages
IsraelStrategist.com June 2011 - Present
BlueStar Global Investors LLC October 2010 - Present
Red Lighthouse Investment Management September 2010 - Present
Global Index Strategies January 2010 - March 2013
Commodity Futures Trading Commission September 2009 - December 2009
Global Index Strategies March 2009 - September 2009
Northern Trust October 2004 - February 2009
IndexUniverse.com June 2002 - October 2004
Barclays Global Investors December 1996 - April 2003
International Finance Corporation July 1992 - December 1996
Skills
Investments, Portfolio Management, Emerging Markets, Investment Management, Equities, Fixed Income, Alternative Investments, Financial Services, Asset Management, Derivatives, Hedge Funds, Wealth Management, Options, Investment Strategies, Currency, Securities, Financial Markets, Mutual Funds, Structured Finance, Corporate Finance, Asset Allocation, Trading Strategies, Venture Capital, Trading, Bonds, Private Equity, Capital Markets, Equity Research, ETFs, Finance, Valuation, Equity Trading, Strategy, Investment Advisory, Economics, Bloomberg, Fund Of Funds
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1990 — 1992
MA
National University of Singapore 1985 — 1986
Clark University 1980 — 1984
BA
University of Colorado January 2013 - Present
Aurora Public Schools July 2006 - July 2011
Northern Trust January 2001 - June 2006
Tattered Cover Bookstore 1996 - 2000
Skills
Human Resources, Payroll, Higher Education, Microsoft Office, Public Speaking, Teaching
Education
Colorado State University
Bachelor's degree, English
Fort Lewis College
Archer Daniels Midland Company August 2014 - Present
Sonoco January 2014 - May 2014
The Moore School of Business July 2012 - May 2014
Apple June 2013 - August 2013
First Trust Portfolios L.P. March 2005 - June 2012
Northern Trust October 2004 - January 2005
Skills
ETFs, Mutual Funds, Fixed Income, Bonds, Securities, Financial Modeling, Risk Management, Data Analysis, Financial Analysis, Equities, Bloomberg, Series 7, Investments, Finance, Economics, Valuation, Strategic Financial..., Portfolio Management, Asset Allocation, Analysis, Investment Banking, Asset Management, Due Diligence, Management, Financial Markets, Derivatives, Microsoft Excel, Corporate Finance, Equity Research, Financial Advisory, Investment Strategies, Capital Markets, Equity Valuation, Alternative Investments, Analytics, Financial Services
Education
University of South Carolina - The Moore School of Business 2012 — 2014
International Master of Business Administration
Coppead UFRJ 2013 — 2013
Programa de Intercâmbio, International Business
Purdue University - Krannert School of Management 2000 — 2004
Bachelor of Science, General Management
The University of Western Australia 2003 — 2003
Classes, Economics
Golvach Consulting / Golvach Publishing November 2009 - Present
Big Machines, Inc March 2012 - June 2015
W.W. Grainger October 2008 - November 2009
Northern Trust June 2008 - October 2008
W.W. Grainger February 2008 - May 2008
Hewitt Associates May 2007 - February 2008
TravelCLICK, Inc May 2005 - May 2007
Savvis April 2004 - March 2005
Premierinc.com October 2003 - April 2004
Premier, Inc. 2003 - 2004
Skills
Solaris, System Administration, AIX, HP-UX, Servers, Linux, Red Hat Linux, Suse, Unix Shell Scripting, Perl
Education
Columbia College Chicago 1992 — 1996
Bachelor of Arts (B.A.)
USG October 2011 - Present
CME Group June 2009 - October 2011
USG July 2003 - December 2008
Northern Trust March 1999 - October 2000
Great Lakes Higher Education 1997 - 1998
Spiegel Catalog February 1991 - February 1996
TM Floyd & Company 1991 - 1996
Allied Van Lines 1986 - 1990
Skills
CICS, Fileaid, COBOL, ASP, IBM Mainframe, VSAM, JCL, DB2, Xpediter, Visio, Access, TSO
Education
College of DuPage 2003 — 2009
Computer Science
DeVry 1983 — 1984
Bachelor, Computer Science
U.S. Trust, Bank of America Private Wealth Management July 2001 - Present
Bank One (JP Morgan) July 2000 - July 2001
Ernst & Young January 1998 - June 2000
Northern Trust November 1986 - January 1998
Northern Trust 1986 - 1997
Skills
Wealth Management
Education
Northern Illinois University - College of Business 1984 — 1986
Bachelor's degree, Accounting
Southern Illinois University, Carbondale 1983 — 1984
Accounting
College of DuPage 1981 — 1983
A.A, A.S., Business
Wheaton North
Northern Trust Corporation September 2014 - Present
Northern Trust October 2011 - August 2014
Northern Trust August 2010 - October 2011
Northern Trust December 2008 - August 2010
Astor Financial May 2008 - August 2008
Wright Business Institute June 2007 - March 2008
Univ. of ILL- Chic 2006 - 2008
UBS March 2007 - August 2007
Skills
Financial Analysis, Credit Analysis, Banking, Financial Reporting, Financial Statement..., Asset Allocation, Commercial Lending, Fund Accounting
Education
University of Illinois at Chicago 2006 — 2008
Bachelor of Science, Finance
College of DuPage 2004 — 2006
Northern Trust November 2001 - Present
Spherion Technology 2000 - 2001
Smith Bucklin 1997 - 2000
Denver Art Museum 1996 - 1997
Skills
Project Management, Vendor Management, Business Analysis, Program Management, Quality Management, Supplier Negotiations, SDLC, Process Improvement, IT Strategy, Risk Management, Outsourcing, Financial Services, Change Management, Business Process..., Relationship Management, Usability, Corporate Social..., User Training, Strategic Planning, Service Provider..., User Acceptance Testing, Client Relations, Information Technology, Project Portfolio..., PMO
Education
Loyola University of Chicago - Graduate School of Business 2009 — 2012
Certificate in Business Ethics
Colorado College 1992 — 1996
BA
Northern Trust March 2011 - Present
Royal Bank of Scotland Group / ABN AMRO NV 2004 - March 2010
University of Chicago 2003 - 2004
Ibbotson Associates 1998 - July 2003
Education
Columbia College Chicago
Bachelor of Arts
Northern Trust July 2012 - Present
M&M Cigarette Outlet Incorporated December 2009 - Present
Sunshine Group Travel Incorporated March 2009 - December 2009
Education
College of DuPage 2009 — 2011
Associate of Arts (AA), Accounting, B
commecs insitutue of buiseness 1987 — 1990
JPMorgan Chase August 2014 - Present
Northern Trust August 2012 - August 2014
KPMG October 2010 - July 2012
KPMG January 2009 - March 2009
Skills
Accounting, Audit, Auditing, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, GAAP, External Audit, US GAAP, SEC filings, Big 4, IFRS, Assurance, Revenue Recognition, Finance, Sarbanes-Oxley, Tax Accounting, Financial Analysis, Internal Audit, Financial Statements, Account Reconciliation, Consolidation, Financial Audits, Income Tax
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2010
Bachelor's Degree, Accountancy
College of DuPage 2006 — 2008
Junction Group Films, Inc. 2008 - Present
Northern Trust January 2009 - February 2012
Osmosis 2004 - 2008
Art On The Loose, Inc. 1996 - 2005
Skills
Graphic Design, Email Marketing, Online Advertising, Creative Direction, Art Direction, Film Directing/Producing, Film, Adobe Creative Suite, Film Production, Photoshop, Marketing, Video Production, Flash, InDesign, New Media, Art, Video, Brochures, Mac, Illustrator, Short Films, Social Media Marketing, Multimedia, Photography, Digital Marketing, Advertising, Social Media, Documentaries, Editing, Corporate Branding, Social Networking, Illustration, Screenwriting, Directing
Education
Columbia College Chicago 1997 — 2001
BA, Graphic Design
Northern Trust October 1998 - Present
Continental Illinois Bank February 1992 - October 1998
Education
Cornell College 1983 — 1987
Business and Psychology
Northern Trust May 2009 - Present
Northern Trust September 2007 - May 2009
Advocate Health Care July 1999 - September 2007
BankOne February 1994 - July 1999
Walt Disney World February 1994 - July 1994
TransUnion September 1991 - August 1993
Equifax November 1989 - September 1991
Skills
Talent Acquisition, Onboarding, Talent Management, Employee Relations, PeopleSoft, Recruiting, Performance Management, Workforce Planning, Human Resources, Leadership, Project Management, Succession Planning, Organizational..., HR Consulting, Customer Service, New Hire Orientations, Employee Engagement, Management, HR Policies, Personnel Management, Policy
Education
Lewis University 2008 — 2011
Masters
Illinois State University 1986 — 1988
B.S.
College of DuPage 1985 — 1986
Northern Illinois University 1984 — 1985
Downers Grove South High School 1980 — 1984
Northern Trust Corporation May 2014 - Present
Northern Trust Corporation October 2013 - May 2014
Northern Trust July 2012 - October 2013
First American Bank December 2006 - July 2012
First American Bank March 2005 - December 2006
First American Bank December 2003 - March 2005
Skills
Wealth Management, Customer Relations, Account Management, Banking, Excel, Customer Service, PowerPoint, Word, Financial Analysis, Compliance, Investments, Relationship Management, Portfolio Management, Finance, Financial Services, Asset Management, Mutual Funds, CRM
Education
College for Financial Planning 2006 — 2007
Accredited Wealth Management Advisor
Florida State University 1998 — 2002
Bachelor of Science, Finance
Northern Trust November 2004 - Present
Modis International February 2004 - November 2004
ABS Assiciates December 2000 - December 2003
Skills
Disaster Recovery, Active Directory, Windows Server, VMware, Servers, Microsoft SQL Server, SQL, System Administration, Virtualization, IT Management
Education
College of DuPage
Northern Trust August 2008 - Present
Skills
Microsoft Word, Data Analysis, Customer Service, Strategic Planning, Microsoft Excel, Public Speaking, Higher Education, Teaching, PowerPoint, Microsoft Office, Social Media, Project Management, Research, Nonprofits, Leadership, Staff Development, Community Outreach
Education
Olivet Nazarene University 1995 — 1997
Master's degree, Curriculum and Instruction
Concordia University-River Forest 1990 — 1992
Bachelor's degree, Elementary Education and Teaching
Northern Trust October 2009 - Present
Harris myCFO September 2000 - October 2009
Harris myCFO 2000 - 2008
Bank of America November 1999 - September 2000
Bank of America January 1997 - October 1999
Skills
Investments, Financial Services
Education
College for Financial Planning 2005 — 2007
Certified Financial Planner
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1997
MBA, Finance
The Ohio State University - The Max M. Fisher College of Business 1986 — 1990
BS, Finance and Marketing
RGS Energy May 2015 - Present
Northern Trust August 2012 - November 2014
First American Bank January 2012 - July 2012
First American Bank April 2010 - January 2012
First American Bank July 2009 - April 2010
Scottrade September 2008 - July 2009
CME Group January 2008 - September 2008
Par Golf Supply September 2005 - June 2007
Barnes & Noble September 2002 - December 2004
Skills
Loans, Credit, Financial Analysis, Customer Service, Direct Sales, Credit Analysis, Underwriting, Portfolio Management, Analysis, Sales, Commercial Banking, Leadership, Finance, Problem Solving, Banking, Microsoft Office, Commercial Lending, Solar Energy, Solar System Design, Solar Incentives, Electricity
Education
DePaul University 2007 — 2009
BS, Finance
College of DuPage 2003 — 2005
AA, Gen. Ed
Northern Trust July 2008 - Present
TransUnion December 2007 - April 2008
Smart Technology Solutions Limited October 2007 - November 2007
CNA Insurance April 2002 - August 2007
Education
Columbia College Chicago 1983 — 1987
BA
Karp & Weiss, P.C. August 2010 - Present
Elizabeth D. Spilotro, P.C. September 2006 - August 2010
Northern Trust November 2002 - August 2005
Northern Trust November 1997 - July 2004
Skills
Estate Planning, Adoption Law, Wills, Trusts, Charitable Trusts, Charitable Gift Planning, Wealth Management, Adoption, Nonprofits, Public Speaking, Legal Writing, Fundraising
Education
Northwestern University School of Law 1994 — 1997
Doctor of Law (JD), Law
Colorado College 1990 — 1994
J.D., English
Northern Trust November 2012 - Present
Brown Brothers Harriman & Co. August 2010 - October 2012
Brown Brothers Harriman & Co. May 2006 - July 2010
Brown Brothers Harriman & Co. June 2004 - May 2006
Skills
Client Service, Global Custody, International Business, Securities, Settlement, Relationship Management, Emerging Markets, Operational Risk, Financial Services, Risk Management, Mutual Funds, Capital Markets, Financial Risk, Investments, Client Services, Equities
Education
Suffolk University - Sawyer School of Management 2006 — 2009
MBA, International Business
College of the Holy Cross 2000 — 2004
BA, Economics, Philosophy Minor
Northern Trust April 2002 - Present
City National Investments January 2000 - April 2002
California Bank and Trust June 1999 - December 1999
SSI Investment Management January 1996 - May 1999
CFA Society of Los Angeles 1998 - 1999
Capital Management Sciences November 1994 - January 1996
Leland O'Brien Rubinstein Associates December 1988 - November 1994
Skills
Asset Allocation, Equities, Portfolio Management, Investments, Private Wealth..., Investment Advisory, Wealth Management, Bloomberg, High Net Worth..., Risk Management, Alternative Investments, Hedge Funds, Asset Management, Financial Modeling, Investment Banking, Mutual Funds, Wealth Management..., Fixed Income, Investment Management, Capital Markets, Finance, Bonds, Hedging, Investment Strategies, Banking, Options, Institutional..., Fund Of Funds, Securities, Equity Research, ETFs, Financial Markets, Derivatives, Series 7, Chartered Financial..., Trading, Equity Valuation, Private Equity
Education
University of California, Irvine - The Paul Merage School of Business 1981 — 1983
MBA, Finance
Claremont McKenna College 1975 — 1979
BA, Economics and Psychology
UMB Bank April 2007 - February 2010
ABN AMRO/LaSalle Bank Wealth Management January 2003 - March 2007
Northern Trust September 1992 - June 2001
Wells Capital Management January 1990 - August 1992
Northern Trust Global Investments September 1981 - December 1989
Skills
Asset Allocation, Portfolio Management, Team Leadership, Client Service, Security Analysis, Investments, Fixed Income, Bonds, Asset Management, Investment Strategies, Equities, Wealth Management, Alternative Investments, Risk Management, Investment Advisory, Bloomberg, Compliance, Private Banking, Financial Markets, High Net Worth..., Mutual Funds, Institutional, Corporate Finance, Finance, Securities, Investment Management, Institutional..., Wealth Management..., Equity Research
Education
Northwestern University - Kellogg School of Management 1985 — 1989
MBA, Finance
Cornell College 1977 — 1981
BSS, Economics and Business
FTD July 2015 - Present
The Bradford Group 2014 - July 2015
Northwestern University 2012 - 2014
Northern Trust 2011 - 2012
Invesco Ltd. 2010 - 2011
Meaden & Moore January 2010 - March 2010
Skills
Financial Reporting, Mutual Funds, SEC reporting, Accounting, Reconciliation, Financial Analysis, Account Reconciliation, Financial Services, Budgets, Process Improvement, Internal Controls, SEC filings, Financial Statements, Insurance, Finance, Analysis, Financial Accounting, Cash Management, Derivatives, Internal Audit, Strategic Financial..., Sarbanes-Oxley, Accruals, Auditing, Investments, PeopleSoft, GAAP, Sarbanes-Oxley Act, General Ledger, Financial Modeling, Outlook, Asset Managment, Variance Analysis, Hedge Funds, Accounts Payable, Cash Flow, Bloomberg, Journal Entries, US GAAP, Accounts Receivable, Microsoft Excel, Hyperion Enterprise, Access, Fund Accounting, Fixed Income, Fixed Assets, Forecasting, Tax, Equities, Risk Management
Education
Northern Illinois University 2014 — 2016
Master of Business Administration (MBA), Leadership
Northern Illinois University 2008 — 2010
Bachelor of Science, Accountancy
College of DuPage 2006 — 2008
Associate of Arts (AA), Accounting
Self Employed May 2013 - Present
Wells Fargo Home Mtg August 2005 - July 2011
SIRVA April 2003 - July 2005
Northern Trust December 1998 - December 2002
Skills
Mortgage Lending, Loans, Notary Public, Mortgage Banking, FHA, Refinance, Residential Mortgages, Underwriting, Credit Analysis, Commercial Lending, Finance
Education
Colorado State University 1985 — 1990
BA, Social Sciences
Northern Trust November 2013 - Present
Eze Software Group November 2011 - November 2013
Northern Trust April 2011 - November 2011
Structural Investment Management August 2009 - September 2010
Barclays Global Investors February 2009 - August 2009
Fisher Investments July 2008 - January 2009
Fisher Investments June 2007 - July 2008
Fisher Investments July 2006 - June 2007
Skills
Trading Systems, Bloomberg, SQL, Risk Management, VBA, Process Improvement, Microsoft Excel, Charles River IMS, Analysis, Commodity, Eze Castle, Financial Services, Access, Excel, Data Management, Market Data, Trading, Equities, Portfolio Management, Fixed Income, Investments
Education
Colorado College 2002 — 2006
BA, Mathematical Economics
Cognizant Technology Solutions Data Enginer - Data Cipher TeamAmazonAugust 2013 - Present
Cognizant Technology Solutions January 2010 - Present
Northern Trust February 2009 - Present
Cognizant Technology Solutions December 2005 - June 2006
kalyani brakes limited August 2005 - November 2005
Skills
Hyperion Interactive..., Informatica, Business Objects, .NET, Crystal Reports, Teradata, Data Warehousing, ETL, DB2, Data Warehouse..., Data Modeling, Dimensional Modeling, Microsoft SQL Server, Testing
Education
College of Engineering Pune 2001 — 2005
Bachelor of Engineering (B.Eng.), Mechanical Engineering
Northern Trust Corporation August 1996 - Present
Northern Trust August 1995 - Present
Skills
Fixed Income, Customer Service, Team Building, Loans, Strategic Planning, Recruiting, Commercial Banking, Commercial Lending, Negotiation, Equities, Wealth Management, Financial Analysis, Finance, Investments, Asset Management, Securities, Leadership, Management, Public Speaking
Education
Cleveland State University
Bachelor's degree, Accounting
John F Kennedy high school
High School Diploma, Accounting/Computer Science
Northern Trust December 2011 - March 2013
Primerica Financial Services July 2009 - December 2011
Banc of America Investments May 2003 - July 2007
Skills
Word, PowerPoint, Customer Service, Trading, Microsoft Office, Public Speaking, Sales, Change Management, Microsoft Excel, Microsoft Word, Series 63, Program Management, Strategic Financial..., Insurance, Securities, Leadership, Analysis, Time Management, Marketing, Training, Financial Services, Strategic Planning, Financial Planning
Education
Columbia College Chicago 1994 — 1998
BA, Marketing Communications
Aspen High School
High School Diploma
Voya Financial June 2008 - Present
Northern Trust 2000 - 2008
Skills
Business Analysis, Business Requirements, Financial Services, IT Management, Process Improvement, Risk Management, Requirements Analysis, SDLC, Vendor Management
Education
College of the Holy Cross
B.A., Economics
lomond.net, llc January 2002 - Present
Accretive Health July 2013 - February 2014
Central DuPage Hospital March 2011 - June 2013
Republic Services Inc March 2009 - September 2009
Parkdale Mills June 2008 - March 2009
Cost Plus World Market August 2007 - February 2008
Mervyns March 2007 - August 2007
Northern Trust June 2006 - July 2007
PFG October 2005 - April 2006
Martin Midstream Partners 2005 - 2006
Skills
Movex, Integration, Oracle, Data Conversion, Financials, Accounts Payable, Databases, Financial Reporting, PL/SQL, Data Analysis, Purchasing, Business Intelligence, Crystal Reports, Process Improvement, Business Analysis, Software Documentation
Education
College of DuPage 1980 — 1982
AS, Computer Science
Northern Trust March 2003 - Present
Skills
Trust Services, Client Relationship..., Non-profits, Leadership, Customer Service, Strategic Planning, Asset Managment, Account Management, Asset Allocation, Asset Management, CRM, Portfolio Management, High Net Worth..., Banking, Investment Advisory, Wealth Management..., Nonprofits
Education
The College for Financial Planning 2006 — 2008
Certified Financial Planner
Cannon Financial Institute 2005 — 2007
Colgate University 1994 — 1998
Bachelor of Arts, Liberal Arts
Valley Leadership
Northern Trust April 2003 - Present
Harris Bank April 2001 - April 2003
Lyon Street Asset Management - affiliate of Old Kent Bank November 1998 - April 2001
Bank of America October 1989 - November 1998
Scudder, Stevens & Clark April 1979 - October 1989
Education
Colgate University
BA, History
Northern Trust Corporation December 2009 - Present
Northern Trust December 2004 - December 2009
Lincoln Financial Group March 2003 - December 2004
Bloomingdale Bank and Trust November 2001 - December 2002
Skills
Fixed Income, Equities, Mutual Funds, Securities, Banking, Financial Services, Investments, Alternative Investments, Financial Markets, Back Office, Customer Service, Client Services
Education
Roosevelt University 1999 — 2001
BS, Finance
College of DuPage 1997 — 1999
Associate of Arts (AA), General Studies
Law Offices of Jotham S. Stein, P.C. October 2009 - Present
Northern Trust 2009 - October 2012
Independent Contract Attorney 2006 - 2010
Wood Phillips 2008 - 2008
Fried, Frank, Harris, Shriver & Jacobson LLP 2002 - 2005
Skills
Commercial Litigation, Securities Regulation, Corporate Law, Investment Company Act, Legal Research, Litigation
Education
Cornell Law School 1999 — 2003
JD/MBA, Law & Business
Cornell University - S.C. Johnson Graduate School of Management 2000 — 2002
M.B.A., Investment Banking Concentration
University of Michigan 1994 — 1998
B.A., Political Science, Philosophy
Seaholm 1991 — 1994
Diploma
Now We're Cookin' January 2007 - Present
Allstate Insurance January 2003 - December 2005
Diamond Management & Technology Consultants August 1999 - November 2002
BP Amoco January 1996 - 1999
Northern Trust September 1989 - May 1995
Continental Illinois Bank September 1977 - April 1989
Skills
Business Consulting, Hospitality, Food Industry, Small Business, Kitchen management, Team Building, Incubator Management, Finance, Culinary Education, Incubators, Management Consulting, Culinary Skills, Restaurant Management, Marketing Communications, Social Media Marketing, Food, Executive Management, Change Management, Sales, Restaurants, Entrepreneurship, Marketing, Cooking, Social Media, Budgets, Marketing Strategy, Gourmet, Business Planning, Consulting, Leadership, Food Service, Start-ups, Menu Development, Income Statement, Baking, Trade Shows, Catering, Wine, Event Management
Education
Columbia University - School of International and Public Affairs 1975 — 2007
M.I.A., Development Economics
Kendall College 2003 — 2004
Professional Certificate, Culinary Certificate
The College of Wooster 1969 — 1973
BA, Political Science
Northern Trust July 2011 - Present
William Blair and Company September 2010 - June 2011
UMB Fund Services November 2006 - May 2010
Skills
Equities, Mutual Funds, Accounting, Account Reconciliation, Fixed Income, Financial Analysis, Portfolio Management
Education
Concordia University-Wisconsin 2005 — 2007
MBA, Finance
Charles Schwab July 2015 - Present
Northern Trust June 2011 - Present
Northern Trust June 2006 - October 2010
Northern Trust January 2003 - June 2006
Northern Trust Corporation October 1998 - January 2003
Skills
Banking, Financial Services, Risk Management
Education
DePaul University 2001 — 2002
MBA, Business Technology
Colorado State University 1990 — 1994
Bachelor's Degree, Finance, Economics
PPM America, Inc. June 2013 - Present
Grosvenor Capital Management, L.P July 2008 - June 2013
IBM August 2006 - July 2008
Northern Trust September 1998 - July 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Strategic Planning, Financial Reporting, Portfolio Management, Risk Management, Investments, Equities, Investment Management
Education
The University of Chicago
Master's Degree, Master of Science in Analytics
Columbia University in the City of New York 2004 — 2006
Master's degree, Quantitative Methods (Applied Statistics)
University of Illinois at Urbana-Champaign
Bachelor's Degree, Finance
US Bancorp March 2015 - Present
Northern Trust May 2013 - September 2014
Northern Trust Company March 2007 - September 2014
Northern Trust Company November 2003 - February 2007
Northern Trust Company June 1996 - November 2003
Northern Trust Company December 1992 - June 1996
Northern Trust Company November 1990 - December 1992
UPP Business Systems May 1987 - November 1990
Unisys Corporation January 1985 - May 1987
Skills
Data Management, CRM, Integration, Strategy, Risk Management, Enterprise Software, Solution Architecture, Governance, Project Management, Data Warehousing, SDLC, Business Analysis, Financial Services, Management, Program Management, Vendor Management
Education
College of DuPage
AAS Accounting AAS, Information Technology
McCormick Place 2004 - February 2013
Retirement Plan Advisors March 2002 - February 2013
AXA January 2001 - February 2002
Northern Trust June 1991 - September 2000
Kemper Clearing Corp. February 1985 - June 1991
Skills
Series 7, Series 66, Wealth Management, Uniform Combined State..., Strategic Financial..., 401k, Retirement Planning
Education
College for Financial Planning 1998 — 2000
CFP
Illinois State University 1980 — 1982
BS
Western Illinois University 1978 — 1980
Northern Trust September 2009 - Present
Atlantic Trust February 1993 - July 2009
Wilmington Trust Company June 1985 - January 1993
Skills
Wealth Management, Wealth Management..., Asset Allocation, Alternative Investments, Mutual Funds, High Net Worth..., Banking, Investments, Portfolio Management, Asset Management, Investment Advisory, Hedge Funds, Equities, Investment Strategies
Education
Villanova University School of Law 1990 — 1992
MST, Taxation
College for Financial Planning 1986 — 1989
Certified Financial Planner
University of Delaware - Lerner College of Business and Economics 1981 — 1985
BSBA, Finance
Northern Trust September 2008 - Present
Northern Trust September 2001 - September 2008
Bank of America February 1999 - September 2001
Bank of America May 1990 - February 1999
Skills
Anti Money Laundering, Compliance, Risk Management, Banking, Asset Management, Financial Risk, Financial Services, AML, Securities, Due Diligence, Portfolio Management, Financial Analysis, Management, Investments
Education
Loyola University Chicago School of Law 1991 — 1995
JD, Law
College of the Holy Cross 1985 — 1989
Northern Trust March 2011 - Present
M&I Bank October 2010 - March 2011
Western Asset Management Company June 2008 - May 2010
Western Asset Management Company October 2007 - June 2008
Gooseberries Fresh Food Market June 2007 - September 2007
Altra Federal Credit Union January 2007 - June 2007
Education
Clarke University 2002 — 2006
B.A. Degree, Business Administration; Finance
Northern Trust January 2011 - Present
Baxter Credit Union December 2008 - June 2010
Chase Bank September 2006 - August 2008
State Bank of the Lakes May 2004 - August 2006
Skills
Investments, Financial Analysis, Corporate Finance, Accounting, Banking, Bloomberg, Customer Service, Risk Management, Credit, Loans, Financial Services, Analysis, Credit Analysis, Finance, Microsoft Excel, Management, Process Improvement, Sales, Mortgage Lending, Training, Business Analysis, Operations Management, Equities, Mutual Funds, Project Management, Securities, Account Reconciliation, Asset Management, Trading, Fixed Income, Valuation
Education
University of Illinois at Chicago 2008 — 2010
Bachelor of Science, Finance
College of Lake County 2004 — 2008
Associate's Degree, Business
Goldman Sachs 1987 - 2004
Northern Trust 1980 - 1987
Skills
Investments, Portfolio Management, Asset Managment, Asset Management, Financial Modeling, Bloomberg, Fixed Income, Financial Analysis, Private Equity, Securities, Special Situations, Financial Risk, Leveraged Finance, Equities
Education
University of Chicago 1981 — 1984
Master of Business Administration (M.B.A.), Finance, General
Colorado College 1976 — 1980
Bachelor's degree, Economics
Northern Trust Corporation June 2015 - Present
Northern Trust October 2011 - Present
Riverbank Trading July 2007 - October 2010
Koenig & Strey Real Living January 2001 - January 2007
Skills
Financial Accounting, Trading, Sales, Financial Risk, Financial Services, Options, Derivatives, Mutual Funds, Valuation, Analysis
Education
Robert Morris College 2010 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Colby College 1996 — 1998
Morgan Stanley Wealth Management January 2014 - Present
Northwestern Mutual October 2011 - January 2014
WLUK Fox 11 December 2005 - October 2011
KIMT-TV 2003 - 2005
Northern Trust December 1998 - December 2003
WMAQ NBC5 Chicago 2002 - 2003
Skills
Writing, Video Editing, Enterprising, Editing, Social Media, ENPS, Non-linear Editing, Journalism, Public Speaking, News Writing, Facebook, Insurance, Breaking News, Broadcast Journalism, Final Cut Pro, Media Relations, AP Style, Press Releases, Fundraising, Social Enterprise, Blogging, Public Relations, Social Networking, Broadcast, Newsletters, Copy Editing, Social Media Marketing, Creative Writing, Radio, Video Production, Storytelling, Digital Media, New Media, Direct Marketing, Microsoft Office, Marketing, Mutual Funds, Long Term Care Insurance, Licensed Life Insurance..., Disability Insurance, Variable Annuities, Video, Television, Avid, Advertising, Copywriting, Event Planning
Education
Columbia College Chicago 2000 — 2002
Broadcast Journalism, Reporting
Chicago Christian High School
Northern Trust April 2003 - Present
Northern Trust October 2001 - April 2003
Skills
Customer Service, Banking, Analysis, Management, Accounting, Financial Analysis, Research, Highly detail oriented, Loyal, Confidentiality, Data Entry, Cash Management, Account Reconciliation, Microsoft Excel, Microsoft Word, 10 Key
Education
Columbia College 2004 — 2010
BS/BA, Management, Finance
Northern Trust October 1988 - Present
Skills
Business Objects, Business Process..., Banking, Business Process, Management, Strategic Planning, Enterprise Architecture, Relationship Management, Product Management, Business Strategy, Strategy, Risk Management, CRM, Portfolio Management, Call Centers, ITIL, Account Management, New Business Development, Program Management, Executive Management, Business Analysis
Education
Governors State University
BA, Interdisciplinary Studies, Business Administration
College of Lake County
Certification, Microcomputers for Business
The Shrimp Barn November 2011 - Present
Northern Trust 1981 - 1993
Skills
Event Planning, Food
Education
College of DuPage
Associated Bank December 2005 - Present
Baylake Bank 1992 - 2005
Northern Trust 1972 - 1984
Skills
Banking, Loan Origination, Consumer Lending, Loans, Retail Banking, Lines Of Credit, Cross Selling, Cash Management, Deposits
Education
American Institute of Banking
College of DuPage
University of Iowa
Northern Trust February 2007 - Present
Education
Clarke University 1967 — 1971
Bachelor of Arts (B.A.), Mathematics and Computer Science, 3.67
Home Took care of my home as well as cooked and cleaned.UnemployedHomeNovember 2008 - Present
United States Postal Service 2007 - 2008
Northern Trust November 1994 - December 2006
Education
Columbia College Chicago 1984 — 1986
none
South Shore High School 1977 — 1981
High School, Diploma
Northern Trust October 2012 - April 2013
Charter One August 2012 - October 2012
Bank of America Corporation July 2011 - December 2011
Washington Mutual Corporation September 2007 - March 2009
Education
South Suburban College
Associates Degree, Business Management
Columbia College
Bachelor of Arts, Arts; Entertainment Music Media
Northern Trust 2008 - 2010
Education
Columbia College Chicago 1993 — 1998
Bachelor of Arts (BA), Journalism