Northern Trust Company
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. Customer service: 1 (312) 630-6000 Headquarters: Chicago, IL CEO: Michael G. O'Grady (Jan 1, 2018–) Assets under management: 1.2 trillion USD (As of December 31, 2017.)
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Northern Trust Company Employees
Northern Trust 2005 - 2014
Northern Trust Company 2001 - 2005
Northern Trust Company 1985 - 2001
Dominick' Finer Foods 1976 - 1985
Skills
IT Management, Business Analysis, Talent Acquisition, Team Management, Analysis, Change Management, ITIL Certified, Project Management, SDLC Methodology, Operations Management, Customer Service, Risk Management, Banking, SDLC, Requirement Gathering, Leadership, Staff Development, Team Building, Recruiting, Job Coaching, Management, Business Process, Training, Vendor Management
Education
DePaul University 1978 — 1983
BA, Liberal Arts
BDC Media Group, Inc. September 2005 - Present
BDC Tax & Business Services, Inc October 1996 - Present
Morton College August 2011 - December 2011
Northern Trust Company May 1997 - September 2005
Skills
Accounting, Entrepreneurship, Strategic Planning, Contract Negotiation, Team Building, Project Management, Budgets, Negotiation, Public Speaking, Real Estate, Management, Marketing, Sales, Customer Service, Microsoft Office, Time Management, Training, Project Planning, Teamwork, Marketing Strategy, Social Networking, Outlook, Leadership, Change Management, Account Management, Coaching, CRM, Nonprofits, Start-ups, Business Development, New Business Development, Process Scheduler, Organizational..., Process Improvement, Strategy, Team Leadership, Small Business, Finance, Financial Analysis, Analysis, Leadership Development, PowerPoint, Microsoft Word, Business Planning, Business Strategy, Program Management, Social Media Marketing, Marketing Communications, Public Relations, Non-profits
Education
Keller Graduate School of Management of DeVry University 2007 — 2010
MBA, Business
Northwestern University - Kellogg School of Management 2007 — 2008
Northern Trust Company 1985 - Present
Skills
Employee Benefits, Leadership, Human Resources, Onboarding, Accounting, Payroll, Succession Planning, Talent Management, PeopleSoft, Vendor Management, Management, Financial Services, Performance Management, Process Improvement
Education
DePaul University 1980 — 1984
SunGard iWorks November 2012 - Present
SunGard iWorks January 2001 - November 2012
SunGard Insurance Systems February 1997 - January 2001
Northern Trust Company August 1991 - January 1997
Northern Trust Corporation July 1985 - August 1991
Northern Trust Corporation June 1979 - July 1985
Skills
Enterprise Software, SaaS, Solution Selling, Account Management, Salesforce.com, Business Development, Strategic Planning, New Business Development, Professional Services, Risk Management, Sales Presentations, Presentation Development, Written & Oral..., Insurance, Technical Presentations, PowerPoint, Microsoft Excel, Investments, Statutory Accounting, Performance Measurement, Public Speaking, Sales Management, Business Analysis, Financial Services
Education
University of Illinois at Urbana-Champaign 1971 — 1976
Bachelor of Science in Business Administration, Marketing
DePaul University - Charles H. Kellstadt Graduate School of Business 1978 — 1980
Master of Business Administration (MBA), Systems
Pragmatic Marketing 2014 — 2014
Level One - Foundations, Product Management, Certified
CFA Institute 2008 — 2013
CIPM, CIPM Candidate
LTHS 1967 — 1971
US Bank November 2011 - Present
Harris Private Bank October 2010 - October 2011
Harris Private Bank October 2007 - September 2010
Harris Private Bank May 2004 - October 2007
Northern Trust Company December 1994 - June 2003
LaSalle Bank 1983 - 1994
Skills
Wealth Management, Commercial Banking, Investments, Portfolio Management, Banking, Credit, Wealth Management..., Trust Services, Capital Gains Tax, Retirement Planning, Team Leadership, Financial Services, Management, Wealth, Asset Managment, Income Tax, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1984 — 1987
MBA, Finance and Marketing
University of Illinois at Urbana-Champaign 1979 — 1983
BA, Economics
Horizon Bancorp March 1980 - Present
BanCal TriState March 1977 - February 1980
Northern Trust Company June 1960 - March 1977
Skills
Banking, Risk Management, Portfolio Management, Loans, Investments, Financial Analysis, Strategic Planning, Financial Services, Commercial Lending, Finance
Education
Indiana University Bloomington 1956 — 1960
BA, Political Science, Economics
Northern Trust Company November 2006 - Present
Skills
Estate Planning, Retirement Planning, Securities, Wealth Management, Life Insurance
Education
Florida International University
Marketing/Marketing Management, General
Miami Dade College
Associate of Arts (A.A.), Business, Management, Marketing, and Related Support Services
Northern Trust Company Corporate AttorneyThe Northern Trust CompanyMarch 2012 - Present
The Northern Trust Company January 2008 - February 2012
City of Chicago Department of Law August 2005 - January 2008
Skills
Legal Writing, Corporate Law, Civil Litigation, Commercial Litigation, Litigation
Education
Loyola University of Chicago 2002 — 2005
Doctor of Law (JD), Law
Boston College 1997 — 2001
Bachelor's degree, English
Cathedral High School 1993 — 1997
Northern Trust Company December 2009 - Present
Northern Trust Company February 2008 - December 2009
Northern Trust Company January 2007 - February 2008
Northern Trust Company February 2005 - January 2007
Skills
Management, IT Management, SDLC, Business Analysis, Program Management, Process Improvement, ITIL, Integration, IT Strategy, IT Service Management, Project Management, Leadership, Vendor Management, Unix, Software Project..., Enterprise Architecture, Requirements Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Science, Management Information Systems
Knox College
Bachelor of Arts (BA), Computer Science
Loyola Academy
ACGME February 2014 - Present
KCL Accounting Services LLC November 2013 - February 2014
AAE October 1998 - October 2013
Bank of America February 1998 - October 1998
Northern Trust Company July 1996 - January 1998
Skills
Analysis, Accounting, Financial Reporting, Bank Reconciliation, General Ledger, QuickBooks, Auditing, Account Reconciliation, Financial Accounting, Internal Controls, Financial Analysis, Accounts Payable, GAAP, Accounts Receivable, Financial Statements, Variance Analysis, Microsoft Dynamics, GreatPlains, Management Reporter, Personify, Microsoft Dynamics GP
Education
DePaul University 1989 — 1993
Bachelor of Commerce (BCom), Accounting
Eros Digital July 2014 - Present
Zinio LLC July 2013 - July 2014
Roku October 2009 - July 2013
Shutterfly June 2009 - October 2009
Shutterfly April 2007 - June 2009
Pay By Touch February 2006 - April 2007
Logitech, Inc. March 2005 - February 2006
Hewlett-Packard September 1999 - March 2005
Peace Corps Honduras May 1995 - August 1997
Northern Trust Company July 1991 - May 1995
Skills
Product Management, Product Marketing, Mobile Applications, Mobile Devices, Product Launch, Competitive Analysis, E-commerce, CRM, Strategy, Start-ups, Market Research, Vendor Management, Interactive TV, User Experience, Product Development, Multi-channel Marketing, Leadership, Business Analysis, Partner Management, Analytics, Consumer Electronics, Cross-functional Team..., Management, Software Product..., Marketing Communications, Internet, Consumer Internet, SaaS, Go-to-market Strategy, Mobile Internet, Digital Media, Online Video, Product Strategy, Consumer Technology, Agile Web Development, Team Management
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Marketing, Management & Strategy, Finance
Dartmouth College 1987 — 1991
B.A., Economics
Big Lift, LLC - Big Joe Forklifts June 2015 - Present
Looking for a new career challenge April 2015 - May 2015
Kellogg Company November 2013 - April 2015
Big Lift, LLC - Big Joe Forklifts 2015 - 2015
Big Lift, LLC - Big Joe Forklifts 2015 - 2015
ExteNet Systems July 2013 - September 2013
Tellabs May 2012 - May 2013
BMO Harris Private Banking April 2012 - May 2012
Northern Trust Company December 2010 - March 2012
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas June 2011 - December 2011
Skills
Project Management, SDLC, PMO, Program Management, Vendor Management, SharePoint, Software Documentation, Visio, Analysis, IT Management, Management, Project Portfolio..., Testing, Strategy, Training, Business Analysis
Education
DePaul University 1991 — 1995
Bachelor of Science, Major: Finance Minor: Psychology
Fox College of Executive & Legal Assistants 1984 — 1985
Certificate, Administrative Assistant Training
Amos Alonzo Stagg High School
Codecademy August 2015 - Present
Northern Trust Asset Management January 2013 - Present
Northern Trust Company May 2011 - December 2012
Northern Trust April 2010 - May 2011
Northern Trust May 2008 - April 2010
Chicago Board of Trade December 2006 - June 2007
Skills
Bloomberg, Fixed Income, Equities, Corporate Actions, ETFs, Securities, Global Investment..., Middle Office, Asset Managment, Portfolio Management, Management, Investments, Investment Management, Project Management, Financial Services, Derivatives, Python, HTML, CSS
Education
DePaul University College of Law 2010 — 2014
J.D., Law
Illinois Wesleyan University 2005 — 2008
B.A., Economics, Business
The University of Queensland 2007 — 2007
United States Military Academy at West Point 2004 — 2004
Codecademy Labs: Offline
Computer Programming
Northern Trust Company April 2014 - Present
Northern Trust Company July 2011 - April 2014
Archer Bank August 2009 - July 2011
Archer Bank May 2008 - August 2009
Skills
Financial Analysis, Accounting, Banking, Trusts, Powers of Attorney, Criminal Justice, Public Safety, Microsoft Excel, PowerPoint development
Education
DeVry University-Illinois 2011 — 2013
Bachelor of Science (B.S.), Technical Management- Finance
City Colleges of Chicago-Harold Washington College 2006 — 2009
Associate's degree, Public Safety - Criminal Justice
Northern Trust Company August 2012 - June 2013
M&T Bank Corporation June 2010 - February 2012
Wilmington Trust February 2008 - June 2010
Wilmington Trust October 2001 - February 2008
Wilmington Trust May 1989 - October 2001
Lordon-Michaelson Associates August 1988 - May 1989
Servicised Limited, A W.R. Grace Company May 1987 - February 1988
Skills
Comprehensive Wealth..., Luxury Lifestyle, Marketing Strategy, Brand Management, Reputation Management, Strategic Communications, Change Leadership, Entrepreneurial Skills, Coaching, Strategic Thinking, Creative Problem Solving, Innovative Thinking, Public Speaking, Marketing, Change Management, Financial Services, Business Strategy, Marketing Communications, Leadership Development, Entrepreneurship, Integrated Marketing, Corporate Communications, Nonprofits, Leadership, New Business Development, Team Building, Strategic Planning, Internal Communications, Business Development, Risk Management, Strategic Leadership, Strategy, Cross-functional Team..., Investments, Portfolio Management, Mergers & Acquisitions, Wealth Management, Start-ups, Team Leadership, Brand Development, Market Research, Online Marketing
Education
Drexel University 2005 — 2007
MBA, Leadership, Technology and Globalization
University of Wisconsin-Eau Claire 1979 — 1984
BFA, Advertising, Design and Corporate Communications with Certification to Teach K-12
Northern Trust Company July 1992 - Present
Brown Brothers Harriman & Co. July 1982 - July 1992
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1979 — 1980
Master of Business Administration (MBA), Accountancy
University of Illinois at Urbana-Champaign - College of Business 1973 — 1977
Bachelor of Science (BS), Finance, General
Northern Trust Company July 2014 - Present
Northern Trust Company June 2010 - July 2014
Northern Trust June 2007 - May 2010
Northern Trust October 2004 - May 2007
Skills
Financial Reporting, Investments, Risk, Banking, Financial Analysis, Financial Statement..., Portfolio Management, Cash Management, Finance, Risk Management
Education
Keller Graduate School of Management of DeVry University 2007 — 2009
Degree Masters, Business Administration; Finance, 3.98
University of Illinois at Chicago 1999 — 2003
Degree Bachelor of Science, Business Administration; Finance; Banking and Financial Markets
Northern Trust June 2009 - Present
Nothern Trust Company September 1993 - June 2009
Northern Trust Company March 1991 - September 1993
Skills
Wealth Management..., Asset Allocation, Fixed Income, Portfolio Management, Strategic Planning, Investment Strategies, Investments, Investment Management, Alternative Investments, Wealth Management, Equities, Mutual Funds, Investment Advisory, Asset Management, High Net Worth..., Securities
Education
DePaul University 1992 — 1995
Master of Business Administration (MBA), Finance, General
University of Illinois at Urbana-Champaign 1986 — 1990
bachelor of science, finance
Parama Credit Union February 2015 - Present
Citi October 2014 - January 2015
Citco Fund Services January 2014 - July 2014
Northern Trust Co. Canada May 2011 - December 2013
Northern Trust Co. Canada August 2006 - May 2011
Northern Trust Company March 2005 - August 2006
Professional Wealth Management April 2004 - February 2005
Deutsche Bank November 2002 - April 2004
Asset Preservation Strategies August 2001 - November 2002
Skills
Trading, Financial Services, Banking, Valuation, Mutual Funds, Bloomberg, Securities, Settlement, Equities, Derivatives, Bonds, Fixed Income, Alternative Investments, Global Custody, Middle Office, Financial Risk, Corporate Actions, Back Office, Wealth Management, Investments, Portfolio Management, Bloomberg Terminal, Electronic Trading, Trading Systems, Series 63, ETFs, Foreign Exchange, Risk Management, Equity Trading, Equity Derivatives, Options, Investment Management, Financial Markets, Hedge Funds, Finance, Capital Markets, Asset Management, FX Options, Investment Banking, Relationship Management, Fund Accounting, Asset Allocation, Fund Administration, Investment Strategies
Education
Saint Xavier University 2001 — 2003
Master of Science (MSc) - Finance, Finance and Financial Management Services
Columbia College Chicago 1995 — 1999
Bachelor of Arts, Film / Sound Reinforcement
Brother Rice High School - Chicago, IL 1990 — 1991
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, Honor Roll
Quigley South Prepatory High School - Chicago, IL 1987 — 1990
College/University Preparatory and Advanced High School/Secondary Diploma Program
Northern Trust Company July 2014 - Present
First National Bank of LaGrange November 2008 - June 2014
Ogden Elementary School September 1997 - May 2008
Exchange National Bank September 1980 - August 1988
Skills
Multitasker, Team Oriented, Organizer, Internal Communications, Oral Communications, Writing, Project Implementation, Project Planning, Project Coordination, Retail Banking, Banking, Internet Banking, Customer Relations, Customer Service, Data Analysis, Financial Institutions, Community Banking, Bank Operations, Bank Relationship..., Microsoft Office, Excel, Financial Accounting, Eye For Detail
Education
Indiana University Bloomington 1976 — 1980
Bachelor of Science, Marketing/Business Administration
Northern Trust Company June 1984 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1985 — 1987
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Valparaiso University 1980 — 1984
Bachelor of Science (BS), Business Administration and Management, General
Freeport High School
Northern Trust Company April 1994 - Present
Skills
Asset Allocation, Wealth Management, Asset Management, Financial Planning, High Net Worth..., Securities, Asset Managment, Investment Management
Education
Unversity of Chicago, Booth School of Business 1983 — 1985
MBA, Finance, Accounting
John Brown University 1978 — 1982
BS, Business Administration
Northern Trust Company June 1979 - Present
Skills
Client Services, Staff Development, Operational Effeciency..., Managing to Financial..., Vendor Management, Negotiate Contracts, Managed ATM and Debit..., Business Unit System..., Business, Debit Cards, Asset Management, Banking, Contract Negotiation, Financial Services, Leadership, Management, Strategic Planning, Private Banking, Credit Cards, Wealth Management
Education
City Colleges of Chicago-Richard J Daley College
Associate's degree
Gilead Sciences June 2013 - Present
Sanofi Aventis Pharmaceuticals January 2003 - June 2013
Northern Trust Company January 2000 - January 2003
Andersen Consulting August 1998 - January 2000
Skills
Cross-functional Team..., Forecasting, Portfolio Management, Neurology
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
MBA, Leadership Development and Change Management & Marketing Management
DePaul University
BA
Exit Realty Redefined July 2012 - Present
Exit Strategy Realty September 2010 - July 2012
The Northern Trust Company May 2009 - June 2012
Northern Trust Company July 2006 - June 2008
Vector Marketing July 2002 - September 2005
Vector Marketing June 2002 - September 2005
Skills
Real Estate, Investments, Investment Properties, Real Estate Transactions, REO, First Time Home Buyers, Relocation, Sales, Short Sales, Foreclosures, Selling, Residential Homes, Property Management, Investors, Training, Buyer Representation, Sellers, Brokerage, Single Family Homes, Condos
Education
Argosy University 2009 — 2010
Master of Business and Administration, Finance
DePaul University 2002 — 2006
Bachelors, Finance
Sabal Trust Company September 2007 - Present
All Children's Hospital Johns Hopkins Medicine 2008 - 2015
Northern Trust Company 1982 - 1999
Skills
Trust and Estate..., Investments, Investment Management, Wealth Management, Wealth Management..., High Net Worth..., Asset Allocation, Asset Management, Alternative Investments, Estate Tax Planning, Retirement Planning, Wealth, Estate Planning, Strategic Financial..., Trusts, Investment Strategies, Securities, Portfolio Management, Investment Advisory
Education
Northern Illinois University College of Law
Doctor of Law (JD), Estate planning & administration
Indiana University Bloomington
AB Economics
Dawn Foods Company June 2013 - Present
Exelon Program August 2011 - October 2013
Northern Trust Company March 2008 - December 2010
Van Kampen Investments, Inc. (Invesco) January 2003 - February 2008
Mack & Conway, Ltd. (Charles Mack & Co.) June 2002 - November 2002
Skills
Financial Reporting, Account Reconciliation, Analysis
Education
Lewis University 2001 — 2002
Master of Business Administration (M.B.A.), Finance, 08/2002
Lewis University 1999 — 2001
Bachelor of Arts (B.A.), Accounting, 08/2001
Joliet Junior College 1996 — 1999
C.A.C., Accounting, 08/2001
Joliet Junior College 1996 — 1999
Associate of Arts and Sciences (A.A.S.), General Studies, 08/2011
Pensacola Christian College 1995 — 1997
PreMed, Accounting
Christian Liberty Academy 1991 — 1995
H.S. Diploma, Chemistry, Biology, Algebra
Bernstein Private Wealth Management 2001 - Present
Marakon Associates September 1999 - August 2001
Northern Trust Company July 1993 - July 1996
Skills
Asset Management, Alternative Investments, Wealth Management, Endowments, Investment Advisory, Financial Planning, Asset Allocation, Wealth, Investment Strategies
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Strategy and Finance
Hamilton College 1989 — 1993
BA, Psychology
New Trier 1985 — 1989
Northern Trust Company December 2011 - November 2014
Goldman Sachs January 2001 - July 2011
First Options of Chicago January 1999 - January 2001
ComEd June 1997 - January 1999
Smurfit-Stone November 1994 - June 1997
Harza Engineering Company December 1990 - August 1994
Skills
Project Management, Business Analysis, Data Analysis, Systems Analysis, Software Documentation, Presentation Skills, Clearing Houses, Analysis, Programming, Regulatory Compliance, SDLC, Trading Systems, Team Leadership, Software Development, Relational Databases, Financial Reporting, Project Planning, Requirements Analysis, UAT Coordination, Collaborative Problem..., Database Design, Information Technology, Management, Change Management, Technical Documentation, Document Drafting, Document Review, SQL, IBM Mainframe, Unix, JCL, TSO, ISPF, Microsoft Office, Visio, PowerPoint, Application Development, Team Building, Negotiation
Education
DePaul University
Master of Science, Information Systems
DePaul University
Certificate, Project Management
Illinois Institute of Technology
Certificate, Client Server development
Illinois State University
Bachelor of Science, Business Administration
Loras College
English Language and Literature, General
Winston & Strawn LLP June 2011 - Present
Lake Forest Graduate School of Management January 2005 - Present
National Safety Council 2009 - 2011
Easter Seals, Inc. 2005 - 2008
Northern Trust Company 1999 - 2005
CNA Insurance Companies 1991 - 1998
Skills
Succession Planning, Performance Management, Leadership Development, Change Management, Blended Learning, Organizational..., Coaching, Adult Education, Onboarding, Employee Engagement, Organizational..., Instructional Design, Talent Development, Executive Coaching, Management Development, Staff Development, Organizational Change, Learning Management, Team Building, Emotional Intelligence, E-learning, Strategic Planning, MBTI, Training Delivery, DiSC, Competency Management, Workshop Facilitation, Talent Management, Leadership, Policy, Executive Development, Program Management, Human Resources, Training, Employee Training, Public Speaking, Conflict Resolution, Career Counseling, Culture Change, Career Development, Consulting, 360 Feedback, Workforce Planning, Needs Analysis, Career Management, Performance Improvement, Employee Relations, Organizational Design, Personnel Management, Organizational Learning
Education
Loyola University of Chicago
M.B.A.
DePaul University
B.A.
Delegate Advisors February 2012 - Present
Springcreek Advisors LLC 2011 - 2012
Northern Trust Company 2008 - 2011
HRJ Capital 2006 - 2008
Lyon Ventures, LLC 2000 - 2005
US Trust Company of New York 1998 - 2000
The Scion Group LLC 1995 - 1998
Credit Suisse 1991 - 1995
Bankers Trust Company 1987 - 1991
Skills
Wealth Management, Investments, Investment Management, Alternative Investments, Hedge Funds, Financial Advisory, Asset Management, Asset Allocation, Portfolio Management, Investment Strategies, Family Office, Asset Managment, Wealth, Fixed Income, Private Equity, Equity Research, Financial Markets, Securities, Investment Advisory, Venture Capital, Emerging Markets, Mergers & Acquisitions, Valuation, Financial Services, Fund Of Funds, Due Diligence, Private Banking
Education
Stanford University Graduate School of Business 1985 — 1987
MBA
Boston College 1975 — 1976
MA, Philosophy
Loyola Marymount University 1973 — 1975
BA, Philosophy
St; John's College Seminary 1971 — 1973
Wells Fargo September 2014 - Present
Wells Fargo November 2012 - September 2014
Wells Fargo Bank January 2011 - November 2012
Wintrust Financial October 2007 - August 2010
Fifth Third Bank January 2001 - January 2007
National City Bank January 1997 - January 2001
Harris Bank 1984 - 1987
Northern Trust Company 1979 - 1984
Skills
Commercial Banking, Credit Analysis, Mergers and Acquisitions, Strategic Partnerships, SBA 7A and 504 Programs, Debt Restructuring, Business Relationship...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1979 — 1982
MBA, Finance & Marketing
DePaul University 1973 — 1977
Bachelor of Commerce (B.Com.), Banking, Corporate, Finance, and Securities Law
Holy Cross High School 1969 — 1973
Northern Trust Corporation
Northern Trust Company September 1996 - Present
Baxter International September 1990 - September 1996
Time Warner Incorporated 1985 - 1990
Skills
Identity and Access..., Threat & Vulnerability..., Incident Response, Application Architecture, Security Architecture..., Security Policy, Client Development, Security Audits, Information Security..., Information Security, GLBA, SOX 404, ISO 27001, Problem Solving, Professional Mentoring, Financial Reporting, Public Speaking, Data Security, Risk Management, Security, Financial Services, SDLC, IT Strategy, Enterprise Architecture, Identity Management, Information Technology, Leadership, Enterprise Risk..., Business Continuity, Vulnerability Management, Governance, Disaster Recovery, IT Audit, Vendor Management, Management
Education
DePaul University 2014 — 2018
Master of Science (MS), Governance, Risk and Compliance
The University of Chicago Booth School of Business 2014 — 2014
Executive Leadership - CISO Institute
DePaul University
BA, Information Technology Management
National Association of Asian American Professionals March 2015 - Present
NAAAP Chicago November 2009 - Present
Northern Trust Company November 1984 - Present
Global Diversity & Inclusion @ Northern Trust October 2004 - March 2015
Northern Trust January 2010 - December 2012
NAAAP Chicago December 2007 - November 2008
NAAAP Chicago December 2005 - November 2007
Skills
Product Development, Operational Efficiency, Process Improvement, Strategic Planning, Team Building, Diversity & Inclusion..., Project Management, Program Management, Vendor Management, Financial Analysis, Business Intelligence, CRM, Management, Financial Modeling, Business Development, Training, Banking, Budgets, Leadership, Strategy, Financial Services, Finance
Education
Keller Graduate School of Management of DeVry University 1990 — 1992
MBA, Business
Elmhurst College 1984 — 1987
BA, Business
Bradley University 1974 — 1978
Bachelor of Arts (B.A.), Journalism
Warren Township 1970 — 1974
High School Diploma
Caterpillar Inc. November 2013 - Present
Northern Trust Company August 2010 - June 2013
Skills
Financial Analysis, Portfolio Management, Credit Risk, Microsoft Office, Banking, Loans, Pricing Strategy, Finance, Analysis, Risk Management
Education
Bradley University 2006 — 2010
BA, International Business
NIVLA Resource Group, LLC June 2011 - Present
Northern Trust Company December 1999 - December 2010
Northern Trust Company October 1998 - November 1999
Northern Trust Company September 1991 - October 1998
Northern Trust Company November 1984 - September 1991
Northern Trust Company September 1981 - August 1982
Skills
Team Motivator, Diligent, Attention To Detail
Education
Saint Xavier University 2004 — 2006
MBA, Business Administration - Management
Chicago State University 1985 — 1991
BA, Business Administration
Whitney Young Magnet High School 1979 — 1982
Staffing Now Employment Agency June 2009 - July 2009
Northern Trust Company January 2007 - May 2009
Billy's Restaurant July 2006 - December 2006
UPS March 2005 - July 2006
White Castle June 2004 - August 2004
Education
Englewood 2000 — 2004
HSD, Computer Science
Chicago State University
Bachelor's of Computer Science, Information Technology
Jobs for Youth
The Deerbrook Group June 2005 - Present
Northern Trust Company July 2012 - March 2013
Northern Trust Company February 2011 - June 2012
Northern Trust Company January 2009 - January 2011
The Northern Trust Company June 2008 - January 2009
Prompte, LLC 2006 - 2008
Abbott Laboratories September 2001 - June 2005
Abbott Laboratories February 2000 - October 2001
Skills
Program Management, PMO, Enterprise Architecture, Basel II, Project Management, Enterprise Software, Management, Data Warehousing, SDLC, Requirements Analysis, Software Documentation, SharePoint, Business Analysis, Security, IT Strategy, Process Improvement
Education
Indiana University Bloomington 1971 — 1975
BS, Accounting, Finance
North Shore LIJ Health System 2005 - 2015
Zhanjiang Normal University 2003 - 2004
Northern Trust Company 1997 - 2002
Waste Management 1995 - 1997
Accenture 1992 - 1995
Citi 1982 - 1991
Skills
Employee Benefits, Talent Management, Organizational..., Onboarding, Employee Engagement, Performance Management, Benefits Administration, Taleo, Leadership Development, Healthcare, Employee Relations, PeopleSoft, Human Resources, Training, Coaching, HRIS
Education
Brown University
B.A., History & Chinese Language
Indiana University Bloomington
M.S.Ed., Instructional Systems Technology
InterOcean Capital, LLC February 2012 - Present
Northern Trust Company December 2010 - October 2011
Northern Trust Company September 2009 - November 2010
Northern Trust Company May 2008 - September 2009
M.C. Vogel, LLC (Now InterOcean Capital, LLC) September 2005 - February 2008
Weishaar & Co. CPAs December 2003 - September 2005
The Grey Havens Inn August 2002 - November 2004
Education
Albion College
Bachelor of Arts, Speech Communication and Anthropology
General Assembly March 2015 - Present
Marco Consulting Group September 2011 - February 2013
Marco Consulting Group January 2006 - February 2012
U.S. General Services Administration June 2005 - August 2005
Northern Trust Company January 2004 - August 2004
State Street Corporation February 2000 - August 2003
Skills
Investments, Analysis, Asset Allocation, Valuation, Asset Management, JavaScript, Ruby, jQuery, Sinatra, SQL, HTML5, CSS, AJAX, Web Design, APIs, Backbone.js, PostgreSQL, Management, Strategy, Equities, Portfolio Management, Fiduciary Services, Investment Management, Web Development, D3.js, Underscore.js, MEAN stack, Mongo, Angu, MongoDB, Express.js, Node.js, AngularJS, Testing, Jekyll, Mutual Funds, Hedge Funds, Alternative Investments
Education
General Assembly 2015 — 2015
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2005
MBA, Finance
Miami University 1994 — 1999
BS, Marketing
University of Notre Dame 2011 - Present
Envestnet Asset Management August 2004 - April 2011
Northern Trust Company January 2001 - March 2004
Skills
Access, Accounting, Analysis, Asset Management, Customer Service, Data Analysis, Derivatives, Banking, Budgets, Business Analysis, Capital Markets, Coaching, Equities, Event Planning, Finance, Financial Analysis, Leadership, Mutual Funds, Microsoft Office, Microsoft Excel, Outlook, Nonprofits, Portfolio Management, PowerPoint, Process Improvement, Program Management, Public Speaking, Research, Risk Management, Strategic Planning, Team Building, Wealth Management, Training, Time Management, Team Leadership
Education
Chicago State University 1994 — 1999
Bachelor of Science, Business Management
WunderLand July 2013 - Present
WunderLand February 2012 - July 2013
Northern Trust Company July 2008 - February 2012
DePaul University July 2005 - July 2008
Skills
PowerPoint, Microsoft Office, Customer Relations, Outlook, Excel, Recruiting, Talent Management, Talent Scouting, Talent Acquisition, Microsoft Excel, Sourcing, Social Networking, Customer Service, Leadership, Marketing, Account Management, Training, Cold Calling, User Experience
Education
DePaul University 2004 — 2008
Bachelor of Science, Marketing
Saline High School 2000 — 2004
Northern Trust Asset Management August 2015 - Present
Northern Trust Asset Management November 2013 - August 2015
Northern Trust Asset Management July 2011 - November 2013
Northern Trust Company May 2007 - July 2011
CDW April 2006 - April 2007
Skills
Communication, Performance Measurement, Performance Attribution, Data Analysis, Marketing Communications, Market Analysis, Financial Reporting, Multi Tasking, Problem Solving, Microsoft Excel, Investment Performance, GIPS Compliance, Investments, Financial Services, Series 7, Series 63, Relationship Management, Asset Management
Education
Keller Graduate School of Management of DeVry University 2007 — 2009
MBA, Finance
University of Iowa 2002 — 2006
BA, Economics
Tri-State Realty, Inc. October 1989 - Present
Frain Camins & Swartchild Inc December 1986 - October 1989
Northern Trust Company March 1982 - December 1986
Skills
Real Estate Broker, Real Estate Consultant, Real Estate Transactions, Real Estate, Office, Industrial, Commercial, Land, Brokerage, Leases, Realty, Entitlements, Negotiation, Commercial Real Estate, Real Estate Development, Construction, Entrepreneurship, Disposition, Sales, Portfolio Management, Real Estate Economics, Investment Properties, Property, Property Management, Real Property, Valuation, Industrial Engineering, Dispositions
Education
Arizona State University 1977 — 1980
Bachelor of Science, Real Estate
College of DuPage 1975 — 1976
General Studies
Northern Trust Company January 2013 - Present
Northern Trust Company January 2012 - December 2012
First Insurance Funding December 2010 - April 2011
Skills
Insurance, Account Management, Project Management, Customer Service, Analysis, Finance, Financial Services, Sales, Financial Analysis, Marketing, New Business Development, Business Development, Sales Management
Education
Illinois State University 2005 — 2010
B.F.A, Economics
VCE August 2015 - Present
Northern Trust Company October 1997 - Present
Northern Trust Company January 2006 - October 2013
Northern Trust Company July 2000 - December 2005
Northern Trust Company October 1997 - June 2000
Skills
IT Strategy, Disaster Recovery, Enterprise Architecture, IT Management, Solution Architecture, Strategic Vision, ITIL, Vendor Management, VMware, Business Continuity, Networking, Server Architecture, IT Service Management, Security, Change Management, Infrastructure, IT Operations, Data Center, Leadership, Network Security, Virtualization, Cloud Computing, System Administration, Windows Server, Cross-functional Team..., System Deployment, Performance Management, Unix
Education
Illinois Institute of Technology 1993 — 2002
BS, Computer Science
United States Military Academy at West Point 1992 — 1993
Baxter Credit Union (BCU) 2015 - Present
Baxter Credit Union 2009 - 2015
Balance Sheet Solutions, LLC 2003 - 2009
Mid-States/Members United FCU 2003 - 2009
Alliant Credit Union 1986 - 2003
Northern Trust Company 1983 - 1986
Skills
Strategic Planning, Mergers, Financial Management, Banking, Financial Reporting, Business Planning, Investments, Business Strategy, Product Development, Financial Analysis, New Business Development, Marketing Strategy, Cash Management, Customer Relations, Executive Management, Mentoring, Forecasting, Policy, Portfolio Management, Team Leadership, Asset Management, ALM, Planning, Product Management, Credit Unions, Accounting, Mergers & Acquisitions, Credit, Financial Services, Internal Audit, Loans, Managerial Finance
Education
Indiana University - Kelley School of Business
Bachelor of Science, Finance
Political Assistant Property ManagerMetroplex, IncNovember 2012 - September 2013
CVR for CHA December 2010 - November 2012
Water Tower Financial Partners, LLC - Mass Mutual September 2008 - 2011
Water Tower Financial Partners 2008 - 2011
northern trust company 1992 - 2006
Skills
Financial Analysis, Mutual Funds, Securities, Banking, Investments, Strategic Planning, Budgets, Bloomberg, Project Management, Asset Allocation, Equities, Customer Service, Finance, Team Building, Account Reconciliation, Coaching, Public Speaking, Leadership, Asset Management, Financial Services, Insurance, Retirement Planning, Life Insurance, Business Process..., Risk Management, Strategic Financial...
Education
Keller Graduate School of Management of DeVry University 2002 — 2006
MBA, Business Management...finance
Chicago State University 1994 — 1999
Bachelor, Business - Finance
University of Illinois at Chicago 1993 — 1994
Percy L. Julian High School 1989 — 1993
Federal Reserve Bank of Chicago November 2012 - Present
Federal Reserve Bank of Chicago January 2008 - November 2012
Federal Reserve Bank of Chicago June 2004 - December 2007
Federal Reserve Bank of Chicago June 2002 - June 2004
Federal Reserve Bank of Chicago October 1999 - June 2002
Federal Reserve Bank of Chicago March 1998 - October 1999
American Express 1997 - 1998
Northern Trust Company 1990 - 1997
Skills
Operations Management, Employee Relations, Performance Management, Compensation, Benefits, Conflict Resolution, Change Management, Process Improvement, Employee Engagement, Talent Management, Coaching, Leadership Development, Talent Acquisition, Succession Planning, Organizational..., Mentoring, Employee Benefits, Risk Management, Management, Leadership, Human Resources, Program Management, Personnel Management, Recruiting, Training, Strategy, Project Management, Team Building, Strategic Planning, Project Planning, PeopleSoft, HR Policies, Vendor Management, Executive Management, Finance, Budgets, Management Consulting, Banking, Business Process...
Education
The University of Chicago - Booth School of Business 2006 — 2008
Executive MBA
University of Michigan 2012 — 2012
Advanced HR Executive Program
DePaul University 1987 — 1990
BS, Operations Management
Cheetah Gym May 2008 - Present
Community Initiatives Inc July 2005 - July 2006
Equity Office Properties Trust January 2003 - June 2005
Wnek & Associates July 2002 - November 2002
Somerset Place July 2001 - May 2002
Brasserie Jo October 2000 - June 2001
Northern Trust Company October 1999 - March 2000
University Program Council May 1998 - May 1999
IMG Artists September 1997 - December 1997
Education
National Personal Training Institute
Loyola Academy 1991 — 1995
Colorado State University
BA Degree, Speech/Communication
Harrington College of Design
Interior Design Curriculum
Allstate Insurance Corporate September 2012 - May 2013
HSBC Corporate Finance August 2008 - June 2009
HSBC February 2004 - June 2009
HSBC October 2006 - August 2008
HSBC Corporate Finance October 2006 - August 2008
HSBC June 2005 - October 2006
HSBC February 2004 - June 2005
Northern Trust Co February 2004 - June 2005
NORTHERN TRUST COMPANY July 2001 - January 2004
Northern Trust Co June 2001 - January 2004
Education
DeVry University 2005 — 2011
Bachelor of Science (B.S.), Business Administration / H. R. Management
DeVry University
Robert W. Baird & Co. 2010 - 2014
Harris Bank 2006 - 2010
Northern Trust Company 1989 - 2006
Morgan Stanley 1985 - 1989
Northern Trust Company 1971 - 1985
Skills
Investments, Wealth Management, Financial Services, Banking, Leadership, Portfolio Management, Finance, Management, Investment Management, CRM, New Business Development, Private Banking, Strategic Financial..., Sales, Investment Advisory, Financial Analysis, Mutual Funds, Asset Management, Asset Allocation, Retirement Planning, Wealth Management..., Securities, Equities, Executive Management, Wealth Preservation...
Education
The University of Chicago - Booth School of Business 1972 — 1977
MBA
Kent State University 1965 — 1970
BBA, Marketing
Alliance High School 1962 — 1965
high school
Public Company Accounting Oversight Board December 2011 - Present
Deloitte & Touche LLP June 2008 - December 2011
Deloitte & Touche LLP - Chicago January 2006 - June 2008
Deloitte & Touche LLP January 2003 - January 2006
Fieldglass 2001 - 2002
PricewaterhouseCoopers January 1998 - August 2001
Watson Wyatt September 1996 - December 1998
Northern Trust Company January 1994 - July 1996
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Audits, Enterprise Risk..., Internal Audit, Business Process..., Analysis, Auditing, Big 4, Business Process, CISA, Accounting, Consulting, External Audit, Corporate Governance, Information Technology, Management, Process Improvement, SAP, Risk Management, Sarbanes-Oxley, SAS70, Financial Reporting, IT Audit
Education
Knox College 1986 — 1990
BA, Economics
Knox College
Bachelor's degree, Economics
Northern Trust Corporation May 2013 - April 2014
Northern Trust Company January 2007 - May 2013
Skills
Securities, Settlement, Financial Services, Fixed Income, Mutual Funds, Equities, Banking, Financial Analysis, Global Custody, Back Office, Bloomberg, Asset Management
Education
Benedictine University 2002 — 2003
Bachelor of Science (BS), Finance, General
Magenium Solutions, LLC May 2015 - Present
Northern Trust Company March 2011 - September 2014
Intrinsic Technologies, LLC April 1998 - February 2011
Northern Trust Company 1985 - 1998
Northern Trust Company 1985 - 1998
Education
Eastern Illinois University 1980 — 1984
B.S., Computer Management & Finance
Northern Trust November 2007 - Present
JPMorgan Chase 1998 - 2007
Northern Trust Company 1995 - 1998
Education
Governors State University 1991 — 1993
Southern Illinois University, Carbondale 1985 — 1989
Accounting
Illinois Education Association April 2006 - Present
Office of the Illinois Attorney General March 2002 - April 2006
Illinois Attorney General's Office 2002 - 2006
Citizen Action-Illinois July 1999 - April 2002
Strategic Consultant Group June 1998 - May 1999
Northern Trust Company May 1994 - April 1997
Skills
Political Campaigns, Public Policy, Politics, Policy Analysis, Policy, Political Consulting, Legislative Relations, Coalitions, Legislative Affairs, Strategic Communications, Legislative Research, Legislation, Public Speaking, Grassroots Organizing, Community Outreach, Media Relations, Political Communication, Event Planning, Public Relations, Governmental Affairs, Speech Writing, Public Affairs, Grassroots
Education
Hamline University School of Law 1987 — 1990
Juris Doctor
University of Wisconsin-La Crosse 1984 — 1986
BS, Political Science
United States Military Academy at West Point 1981 — 1983
None, General Studies
Northern Trust Company January 1987 - Present
Skills
Relationship Building, Cross Selling, Cross-functional Team..., Financial Services
Education
Denison University 1982 — 1986
Bachelor of Arts (B.A.), History & Political Science
Loyola University Chicago 1994 — 1997
Master of Business Administration (M.B.A.), Marketing
School of Irish Studies, Dublin, Ireland 1985 — 1985
Semester Abroad
Northern Trust Company June 2008 - Present
LaSalle Global Trust Services April 2008 - June 2008
LaSalle Bank, NA April 2007 - April 2008
LaSalle Bank, NA October 2004 - April 2007
RSM McGladrey October 2003 - October 2004
Northern Trust Company January 1993 - October 2003
Skills
Risk Management, Financial Risk, Banking, Capital Markets, Financial Services, Treasury Management, Investments, Asset Managment, Corporate Governance, Asset Management, Internal Audit, Fiduciary, Trust Services, Internal Controls, Governance, Operational Risk, Portfolio Management, Mutual Funds, Finance, Compliance, Securities, Loans, Financial Analysis, Management, Executive Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
MBA, Finance & Management Accounting
DePaul University 1986 — 1989
BS, Finance
Augustana College 1984 — 1986
Studied Chemistry and Business
BMO Harris Bank February 2011 - Present
Northern Trust Company October 2010 - February 2011
Royal Bank of Scotland April 2008 - October 2010
LaSalle Bank Corp / ABN AMRO June 2007 - March 2008
LaSalle Bank Corporation February 2004 - June 2007
LaSalle Bank November 2002 - February 2004
LaSalle Bank July 2001 - November 2002
LaSalle Bank September 1993 - July 2001
LaSalle Bank November 1991 - September 1993
LaSalle Bank March 1989 - November 1991
Education
Central Michigan University 1984 — 1987
Bachelors, Finance/Accounting
Northern Trust Company October 2006 - Present
Northern Trust Global Investments 2006 - Present
Northern Trust September 2005 - October 2006
Northern Trust October 2001 - September 2005
Skills
Financial Modeling, Investment Management, Financial Services, Banking, Valuation
Education
DePaul University 1998 — 2006
Bachlors of Arts and Science, Finance, General
Northern Trust Company July 1983 - Present
Skills
Global Custody, Trust Services, Risk Management, Fixed Income, Financial Services, Asset Managment, ACH, Banking, Business Continuity, Operational Risk, Asset Management, Business Analysis, Enterprise Risk..., Financial Markets, Hedge Funds, IT Strategy
Education
Eastern Illinois University 1978 — 1982
Bachelor of Science (BS), Mathematics
Northern Trust June 2008 - Present
Northern Trust Company February 2006 - May 2008
Northern Trust Company April 2005 - January 2006
Northern Trust Company April 2002 - March 2005
Northern Trust Company March 2000 - March 2002
Northern Trust Company June 1998 - May 2000
Skills
Product Management, Project Management, Product Development, Accounting, SDLC, Business Requirements, Business Analysis, Training
Education
Indiana University Bloomington 1994 — 1998
Lee's Love Notes Music Organization July 2013 - Present
Lee England Jr.- The Soul Violinist 2011 - Present
Antonelli College June 2013 - September 2013
Youth Organizations Umbrella, Inc. May 2001 - July 2013
Hewitt Associates May 1998 - November 1999
Northern Trust Company 1994 - 1998
Skills
Leadership Development, Community Outreach, Fundraising, Non-profits, Human Resources, Program Development, Training, Nonprofits, Leadership, Staff Development, Workforce Planning, Management, Strategic Planning, Instructional Design, Volunteer Management, Recruiting, Organizational..., Personnel Management, Coaching
Education
Morris Graduate School of Management 2014 — 2015
Master of Information Systems, Business Analytics
Morris Graduate School of Management 2011 — 2013
Master of Management, Higher Education/Higher Education Administration
DePaul University 1989 — 1994
Bachelor of Arts (B.A.), Psychology
Morningstar Associates September 2013 - Present
Northern Trust Corporation June 2007 - September 2013
Northern Trust Company January 2006 - June 2007
Northern Trust Company April 2004 - January 2006
Skills
Asset Allocation, Fixed Income, Bloomberg, Equities, Investments, Investment Strategies, Alternative Investments, Performance Attribution, Asset Managment, Portfolio Management
Education
Bradley University 1995 — 1999
BS, Finance and Quantitative Methods
Bradley University 1995 — 1999
B.S, Finance
Northern Trust Company April 2009 - Present
LaSalle Bank Corporation 1997 - 2008
Federal Deposit Insurance Corporation FDIC 1992 - 1997
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1996
MBA, Finance
Northern Illinois University 1988 — 1992
BS, Finance
Neuberger Berman September 2008 - Present
Neuberger Berman,A Lehman Brothers Company June 2007 - September 2008
JP Morgan December 2004 - December 2006
Northern Trust Company May 1988 - November 2004
Education
Illinois State University
Bachelor of Science, Economics and Finance
Little Sisters of the Poor December 2009 - Present
ABN AMRO October 2005 - 2008
ABN AMRO Services July 2002 - October 2005
LaSalle Bank May 1992 - October 1998
LaSalle Bank August 1990 - April 1992
Northern Trust Company June 1980 - May 1989
Skills
Risk Management, ITIL, Vendor Management, Product Management, Management, Outsourcing, Governance, Offshoring, Change Management, Data Center, Team Leadership, Budgets, Business Continuity, IT Strategy, Service Management, Banking, IT Operations, Integration, IT Service Management, Service Delivery, Process Improvement, Program Management, Business Analysis, Security, SharePoint, Software Documentation
Education
Exin 2009 — 2009
ITIL V3 Foundation
McHenry County College 2009 — 2009
Medical Billing and Coding
Exin 2000 — 2000
ITIL Service Management
DePaul University 1986 — 1986
General Business
Triton-College 1981 — 1982
Merrill Lynch Capital December 2005 - November 2008
Merrill Lynch Business Financial Services 1999 - 2005
Northern Trust Company February 1999 - December 1999
Education
Illinois State University 1992 — 1997
BS, Finance
Robert Morris University - Illinois 1990 — 1991
AAS, Accounting
Northern Trust December 2011 - Present
Northern Trust Company January 2007 - Present
The Northern Trust Company January 2007 - November 2011
The Northern Trust Company January 2005 - January 2007
The Northern Trust Company August 2005 - November 2005
The Northern Trust Company March 2004 - December 2004
The Northern Trust Company July 2001 - March 2004
Education
DePaul University 1995 — 2000
Bachelor of Commerce (B.Com.), Accounting and Finance
DePaul University
Bachelor of Science, Accounting
Northern Trust December 1996 - Present
northern trust company 1996 - 2008
northern trust company 1996 - 2007
Education
Elmhurst College 1998 — 2005
Bachelor's degree, Accounting
Neuberger Berman December 2002 - Present
Northern Trust Company May 1999 - November 2002
Scudder Kemper Investments November 1995 - April 1999
Northern Trust Company April 1993 - November 1995
Texas Commerce Bank May 1989 - April 1993
Rotan Mosle/PaineWebber December 1987 - May 1989
Ryder System June 1986 - October 1987
Skills
Equities, Change Management, Portfolio Management
Education
University of Chicago 1984 — 1986
MBA, Finance
Brown University 1980 — 1984
B.A, Economics
Wheaton North High School
Northern Trust Company July 2011 - Present
ViryaNet April 1999 - January 2011
Skills
Business Analysis, SDLC, Requirements Analysis, SharePoint
Education
Ball State University - College of Business 1978 — 1983
Bachelor of Arts (B.A.), Marketing Planning and Research
Crane Fiduciary Services LLC June 2007 - Present
Colorado Public Employees' Retirement Association July 2007 - December 2012
CFA Institute 1996 - 2011
Watson Wyatt Investment Consulting, Inc. (now Towers Watson) March 2001 - January 2007
Frank Russell Co. March 1990 - March 2000
Bankers Trust Co May 1986 - February 1990
Mitchell Hutchens Asset Management June 1985 - February 1986
Chase Manhattan Bank, NA June 1981 - May 1985
Northern Trust Company December 1977 - June 1981
Norwest Bancorp July 1976 - December 1977
Skills
Asset Allocation, Investments, Pensions, Retirement, Alternative Investments, Portfolio Management, Wealth Management, Equities, Mutual Funds, Investment Strategies, Fixed Income, Hedge Funds, Financial Advisory, Retirement Planning, Investment Management, Employee Benefits, Asset Management, Private Equity, Corporate Governance, Investment Advisory, Financial Modeling, Equity Research, Valuation
Education
Brown University 1968 — 1972
MA, Economics
Union College 1969 — 1971
MS, Operations Research (Applied Mathematics)
Union College 1964 — 1968
BA (Honors), Economics
Northern Trust Company April 2007 - Present
Education
Duke University 2005 — 2007
Phd Coursework, History
Northern Illinois University 2003 — 2005
Masters of Arts, History
Northern Illinois University 2000 — 2003
Bachelor of Arts, History
Northern Trust February 2012 - Present
Northern Trust Company March 2001 - Present
United States of America-GSA October 2000 - February 2001
Allied Waste January 1997 - December 1999
Waste Management, Inc. August 1988 - December 1996
Skills
Asset Managment, Strategic Planning, Real Estate Economics, Accounts Receivable, Leadership, Corporate Real Estate, Brokerage, Real Estate, Due Diligence, Asset Management, Real Estate Transactions, Customer Service, Commercial Real Estate, Leases, Asset, Trusts, Real Estate Development, Trust Services, Contract Negotiation, Investment Properties, Residential Homes, Portfolio Management, Microsoft Office, Financial Analysis
Education
DePaul University
B.A., Business Management, History
Richard J. Daley College
A.A. with Honors, Business Administration and Management, General
American Institute-Paralegal Studies
Generalist Certification, Paralegal
McCormick Place SMG September 2011 - Present
AEG Live September 2005 - September 2011
Northern Trust Company January 2000 - June 2005
Skills
Accounting, Budgets, Financial Reporting, Financial Analysis, General Ledger, Finance, Forecasting, Managerial Finance, Variance Analysis, Revenue Recognition, Accounts Receivable, Accounts Payable, Microsoft Office, PowerPoint, Microsoft Dynamics SL, Microsoft Word, QuickBooks, Auditing, GAAP, Budgeting, Financial Management, Management, Team Leadership, JD Edwards, Payroll, Oracle E-Business Suite, Microsoft Excel, Financial Accounting, Cash Flow, Process Improvement, Oracle Financials, Excel, Word, Balance Sheet Review, Chart of Accounts, Account Reconciliation
Education
Columbia College Chicago 2002 — 2005
Masters of Arts Management, Arts Management
Northern Illinois University 1995 — 1999
BS, Accountancy
Northern Trust Company September 2010 - Present
Agricultural Bank of China January 2008 - August 2008
Education
Illinois Institute of Technology 2008 — 2010
MSF, Finance
Shanghai University of Finance and Economics 2004 — 2008
BS, Finance
Brunel University London 2006 — 2007
diploma, finance
Brunel University London
Economics and Finance 2006
Shanghai University of Finance and Economics
Bachelor of Science, Finance 2004 2008
Stuart School of Business, Illinois Institute of Technology
Master of Science, Finance; Risk Management
Northern Trust Company April 2001 - Present
ABN AMRO Bank N.V. April 1999 - April 2001
Financial Industry Regulatory Authority February 1995 - March 1999
Skills
Internal Audit, Project Management, Basel II Compliance, Brokerage Compliance, Banking, Internal Controls, Auditing, Financial Risk, Management, Financial Services, Basel II, Analysis
Education
Illinois Institute of Technology
BBA and MBA, Business Administration
Northern Trust Company December 1986 - Present
Northern Trust Corporation 2003 - 2008
Northern Trust Corporation 1996 - 2003
Skills
Financial Services, Global Custody, Securities, Wealth Management, Asset Managment, Fixed Income, Mutual Funds, Portfolio Management, Asset Allocation, Equities, Investments, Banking, Wealth Management..., Alternative Investments, Financial Analysis, Investment Management, Corporate Actions
Education
DePaul University
International Business
mesirow financial September 1999 - Present
ABN AMRO January 1997 - September 1999
Banc of America Securities 1988 - 1997
Continental Bank 1988 - 1997
Continental Bank 1988 - 1997
Northern Trust Company 1975 - 1986
Education
University of Iowa - Henry B. Tippie College of Business 1968 — 1970
MBA, Finance
South Dakota State University 1964 — 1968
BS, Ag Economics
DePaul University
MA, Accounting
RESIDCO October 2014 - Present
Northern Trust July 2009 - September 2014
Northern Trust Company September 1996 - September 2014
Roxboro Capital 1992 - 1996
Savance Corporation 1989 - 1992
AAR CORP. 1987 - 1988
Heller Financial 1984 - 1986
Wells Fargo Leasing Corporation 1982 - 1984
Continental Illinois Leasing Corp 1981 - 1982
TXL Corporation 1980 - 1981
Skills
Portfolio Management, Asset Management, Structured Finance, Investments, Commercial Lending, Capital Markets, Due Diligence, Valuation, Financial Structuring, Financial Analysis, Financial Modeling, Credit Analysis, Credit, Corporate Finance, Private Equity, Investment Banking, Finance, Banking, Asset Based Lending, Loans
Education
Northwestern University - Kellogg School of Management 1975 — 1977
MM, Accounting, Finance, Transportation
Cornell University 1971 — 1975
BS, Industrial Eng & Op Research
Vuture November 2014 - Present
Manzama June 2014 - October 2014
Frayman Group January 2014 - June 2014
Microsystems April 2013 - January 2014
Lexis Nexis January 2011 - April 2013
Chicago Equity Partners, LLC October 2003 - December 2010
Loomis, Sayles & Company March 2000 - September 2003
Northern Trust Company September 1997 - March 2000
Skills
Business Development, Relationship Management, Solution Selling, Business Intelligence, Sales Strategy, Institutional Asset..., CRM, Capital Markets, Competitive Analysis, Professional Services, Equities, Sales Process, Institutional..., Selling, Analytics, Strategy, Marketing Strategy, Strategic Sales, New Business Development, Marketing, Enterprise Software, Management, Sales
Education
Eastern Illinois University 1991 — 1996
B.S., marketing
PNC March 2006 - Present
National City Bank (Now a part of PNC) March 2006 - April 2013
Cynergies Solutions Group, Inc. March 2006 - April 2013
National City Bank March 2006 - April 2010
Cynergies Solutions Group, Inc 2006 - 2009
Northern Trust Company October 2005 - February 2006
Skills
DB2, Performance Tuning, AIX, Databases, Data Warehousing, Data Modeling, PL/SQL, ETL, Database Design, Unix Shell Scripting, Microsoft SQL Server, Unix, SQL Tuning, Erwin, Solaris, Oracle RAC, Informatica, Database Administration, Oracle, Enterprise Architecture, Data Migration, Disaster Recovery
Education
Cleveland State University 2003 — 2005
Masters, Computer Information Science
Karnatak University 1997 — 2001
Bachelor in Computer Science Engg, Computer Science
Sandur Polytechnic 1991 — 1994
Diploma in Computer Science, Computer Science
St. Pauls High School 1981 — 1991
Wintrust Financial Corporation April 2010 - Present
SCORE March 2009 - January 2012
American National Bank & Trust Company of Chicago 1990 - 1996
Northern Trust Company 1985 - 1990
Skills
Commercial Lending, Commercial Banking, Banking, Treasury Management, Credit, Credit Analysis, Loans, Asset Based Lending, Business Development, Cash Management, Commercial Mortgages, Finance, Financial Analysis, Financial Services, Management, Underwriting, Small Business Lending, Small Business, Risk Management, Relationship Management, Portfolio Management, Mergers, Mergers & Acquisitions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1991
MBA, International Business
University of Iowa - Henry B. Tippie College of Business
BBA, Finance minor - Communications
Northern Trust Company December 1998 - Present
The Northern Trust Company December 1998 - Present
Skills
Wealth Management, Banking, Mutual Funds, Financial Services, Wealth Management...
Education
Regina Dominican High School 1983 — 1987
Barat College of DePaul University
Bachelor of Arts (B.A.), Marketing and Business Management
Sorftim Corporation November 2014 - Present
Winn-Dixie, Bi-Lo Holdings, Inc., LLC Store #2402 April 2014 - December 2014
Wittock, CPA, PA August 2013 - December 2013
Sweetbay Supermarket, Division of Delhaize America, LLC January 2010 - February 2013
ENVESTNET Advisory Corporation (Portfolio Brokerage Services, Inc./BD) September 2006 - July 2008
Northern Trust Company May 2006 - September 2006
Archipelago Holdings, Inc./ABS/TRADEARCA/ARCA-X October 2004 - January 2006
Romano Brothers June 2004 - October 2004
Morgan Stanley ONLINE September 1999 - September 2002
William Blair & Company, LLC March 1996 - August 1998
Skills
Equities, Fixed Income, Bloomberg, Trading, Mutual Funds, Analysis, Options, Stocks, Account Reconciliation, Bonds, Back Office, Accounting, Settlement, DTC, Customer Service, Invoicing, Microsoft Office, Microsoft Word, Networking, Research, Disaster Recovery, Banking, Securities, Time Management, Sales, Financial Analysis, Management, Asset Allocation, Financial Services
Education
Eastern Illinois University
Business
Northern Trust Company September 1997 - November 2008
Novus Service Inc. February 1996 - August 1997
Harris Bank August 1991 - February 1996
Education
DePaul University
Master of Science, Cpmputer Science
Northern Trust Company January 1987 - Present
Continental Illinois Bank June 1985 - December 1986
Oak Park Elementary District 97 September 1972 - June 1985
Education
DeVry University 1984 — 1985
BS, Information Technology
Concordia University Chicago 1977 — 1978
MA, Administraion of Public Education
Roosevelt University 1970 — 1972
BA, Education
Northern Trust Company March 2005 - Present
Federal Reserve Bank of Chicago April 2000 - December 2004
First Card October 1997 - June 1999
Federal Reserve June 1980 - October 1997
Skills
Banking
Education
University of South Carolina School of Law 1971 — 1974
J.D.
University of South Carolina-Columbia 1967 — 1969
B.A., History, Political Science
Agnes Scott College 1965 — 1967
ProxyVote Plus 2008 - Present
Northern Trust Company 2000 - 2007
HSBC January 1990 - March 1998
Bank of America 1984 - 1989
Skills
Debt restructuring, Contract negotiations, Financial budgeting and..., Client relationship..., Loans, Portfolio Management, Credit, Asset Managment, Hedge Funds, Alternative Investments, Fixed Income, Investments, Credit Risk, Private Equity, Credit Analysis, Contract Negotiation, Asset Management, Valuation, Bloomberg, Banking, Financial Services, Management, Commercial Lending, Financial Analysis, Relationship Management, Commercial Banking, Risk Management
Education
DePaul University
MBA, Finance
Indiana University Bloomington
B.S., Finance
Accuity February 2015 - Present
Hill consulting, LLC January 2014 - Present
RBS, NV. August 2004 - May 2013
AMRO Bank August 2004 - May 2010
Constantin Control Associates July 2004 - August 2004
Northern Trust Co October 2002 - April 2004
Northern Trust Company December 2000 - October 2002
Northern Trust Company September 1998 - December 2000
BMO Harris Bank 1992 - 1996
Skills
Banking, Software Documentation, Analysis, Financial Services, Accounting, Securities, Risk Management, Due Diligence, Security, Payments, Crystal Reports 2011, Client Relations Skills, Computer Software..., Leadership, Trading, Product Management, SQL, Software Program Design, Windows Sharepoint..., Management, Business Analysis, Customer Service, Team Leadership, Financial Risk, Process Improvement
Education
University of Phoenix 2009 — 2013
BS-IT, Software Engineering
DePaul University 1982 — 1985
Studied biology., Biology, General
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
Northern Trust Company August 2013 - October 2014
Northern Trust April 2006 - August 2013
American College of Surgeons August 1982 - January 1990
Skills
Compensation, Policy
Education
DePaul University 1993 — 1996
BA, Human Resources
Optimum Investment Advisors LLC February 2014 - Present
Michael J. Furey - Consulting December 2011 - Present
V2 Capital, LLC September 2011 - December 2011
Michael Furey Law Office June 2009 - September 2011
Northern Trust Company 1982 - 2009
Continental Illinois National Bank and Trust Company 1977 - 1981
Skills
Management, Asset Management, Wealth Management, Investments, Portfolio Management, Alternative Investments, Asset Allocation, Equities, Securities, Hedge Funds, Mutual Funds, Fixed Income, Investment Management, Private Equity, Financial Services, Investment Strategies, Investment Advisory, Estate Planning, Risk Management, Strategic Financial..., Series 7, High Net Worth..., Wealth Management..., Asset Managment, Private Banking, Financial Advisory, Series 63, Financial Planning
Education
DePaul University College of Law 1973 — 1977
Juris Doctor (J.D.)
Dominican University 1978 — 1981
Master of Business Administration (M.B.A.)
St. Mary's University/MN 1964 — 1968
Bachelor's Degree
Capital One September 2012 - Present
Northern Trust Company May 2011 - December 2011
Acxiom 2002 - 2009
Tribune Company 1995 - 1997
Brach's Confections October 1980 - May 1994
Skills
Disaster Recovery, Troubleshooting, Unix, Information Security, Data Center, SharePoint, Active Directory..., RACF, ACF2, Remedy Ticketing System, vantive, Software Documentation, Technical Support, Security, Computer Security, Access, Citrix
Education
Illinois Institute of Technology 2009 — 2010
Master Certification in Computer Security, Computer and Information Systems Security/Information Assurance
College of Automation
Computer Operations and Management
Nuveen Investments October 2009 - May 2010
Northern Trust Company May 2007 - September 2009
Lehman Brothers Asset Management September 2006 - January 2007
McDonnell Investment October 2004 - July 2006
Spear Leeds & Kellogg October 2003 - September 2004
Northern Trust Company September 2003 - September 2003
Nomura Securities International Inc June 2003 - August 2003
Zurich Scudder Investments/Scudder Kemper Investments September 1994 - July 2002
Morgan Stanley & Co. Inc November 1983 - November 1993
John Nuveen & Co. May 1980 - May 1983
Skills
Fixed Income
Education
Illinois State University
Bachelor of Science Psychology
RosemanLaw July 2012 - Present
FirstMerit Bank April 2010 - June 2012
Nicola, Gudbranson & Cooper LLP August 2003 - April 2010
Northern Trust Company June 1999 - August 2003
Key Trust Company 1990 - 1999
Skills
Estate Planning, Tax Law, Wealth Management, High Net Worth..., Investment Management, Retirement Planning, Asset Managment, Investment Advisory, Strategic Financial..., Securities, Retirement, Due Diligence
Education
Case Western Reserve University School of Law 1969 — 1972
JD
Ohio University 1965 — 1969
BA
Radiant Professionals Alliance January 2012 - November 2013
International Association of Plumbing and Mechanical Officials (IAPMO) April 2007 - December 2011
International Code Council and BOCA International, Inc. May 1987 - April 2007
Northern Trust Company August 1975 - April 1978
Skills
Photography, Higher Education, Organizational..., Teacher Training, Adult Education, Tutoring, Educational Technology, Project Management, Budgets, Change Management, Marketing, Instructor-led Training, Employee Training, Training, Blended Learning, Workshop Facilitation, Microsoft Word, Leadership, Sustainability, Energy, Time Management, Social Networking, Creative Writing, Public Speaking, Strategic Planning, Community Outreach, Program Management, Nonprofits
Education
Governors State University 1985 — 1987
Master's degree, Educational, Instructional, and Curriculum Supervision
Northern Illinois University 1970 — 1973
Bachelor of Science (BS), Art Teacher Education
Streator Township High School 1964 — 1968
Geneva Advisors, LLC May 2011 - Present
Northern Trust Company March 2006 - April 2011
Northern Trust January 2004 - March 2006
ABN AMRO Mortgage Group May 2002 - January 2004
Skills
Financial Services, Wealth Management, Asset Management, Asset Allocation, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Lotus Notes, Adobe Acrobat, Advent, Fundmaster, client servicing, Investment Management, Close Attention to..., Efficent, Organized with Strong...
Education
DePaul University 2004 — 2007
MBA, Finance
University of Illinois at Urbana-Champaign 1998 — 2002
BA, Economics
Visa February 2013 - Present
Discover Financial Services March 2010 - February 2013
Discover Financial Services July 2008 - March 2010
Discover Financial Services October 2006 - June 2008
First Midwest Bank April 2003 - September 2006
Northern Trust Company July 2001 - April 2003
Northern Trust Company May 1990 - June 1998
Skills
Financial Services, Product Management, Credit Cards, New Business Development, Relationship Management, Credit, Electronic Payments, Portfolio Management, Debit Cards, Payment Card Processing, Banking, Merchant Services, Payments, Vendor Management, B2B, Gift Cards, Business Development, Program Management, Business Analysis, Strategy, Sales, Strategic Partnerships, Management, Cross-functional Team...
Education
Lake Forest Graduate School of Management
M.S, Business Administration
Lake Forest Graduate School of Management 1988 — 1990
Masters Business Adminstration, Management
Eastern Illinois University 1984 — 1987
Bachelor of Science, Finance
Eastern Illinois University
B.A, Science; Finance
PMA Network August 2013 - Present
NORTHERN TRUST COMPANY January 2010 - August 2013
The Northern Trust Company September 2008 - July 2010
Skills
CRM, Series 7, Series 66, Finance, Financial Services, Investment Management, Uniform Combined State..., Leadership, Budgets, Financial Modeling, Trading, Credit, Financial Analysis, Sales, Risk Management, Retirement, Options, Financial Planning, Private Equity
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2015
Master of Business Administration (MBA), Investment Management
Kenyon College 2004 — 2008
Bachelor of Arts (BA), Modern Languages - Concentration Spanish
Kenyon College
Bachelor of Arts, Modern Languages
Buffalo Grove High School
Kellstadt Graduate School of Business, DePaul University
BakerCorp May 2014 - Present
BCforward August 2011 - May 2014
Accenture 2011 - 2012
Computer Resource Solutions July 2008 - February 2010
Northern Trust Company January 1999 - January 2007
JPMorgan Chase August 1998 - November 1999
TCF Bank August 1996 - August 1998
US Navy July 1985 - July 1993
Skills
Blended Learning, Instructional Design, Needs Analysis, Process Improvement, Training Delivery, Instructor-led Training, Program Management, Project Management, Information Technology, Coaching, Visio, Recruiting, SharePoint, Team Building, SDLC, Technical Writing, E-Learning, Captivate, Lectora, Articulate Engage, Mind Mapping, Adult Learning Theory, Public Speaking, Training, Employee Training, Consulting, Leadership, Leadership Development, Management, Performance Management, Change Management, Organizational..., Customer Service, Strategic Planning, Learning Management, Staff Development, Talent Management, Budgets, Dreamweaver, Interviews, Performance Improvement, Camtasia, Adult Education, Workshop Facilitation, Mentoring, Employee Relations, Flash
Education
DeVry University 2011 — 2012
Masters, Educatonal Technology
Keller Graduate School of Management 2005 — 2012
Masters, Project Management
Keller Graduate School of Management 2004 — 2008
Masters of Business Administration, 2008
DePaul University 2002 — 2004
Bachelors of Arts, 2004; Information Systems and Project Management
Bank of America 2003 - Present
Northern Trust Company November 1987 - June 2003
Skills
Accounting, Capital Markets, Derivatives, Team Building, Securities, Time Management, Investments, Trading, Risk Management, Hedge Funds, Portfolio Management, Fixed Income, Financial Risk, Financial Analysis, Financial Modeling
Education
DePaul University
Bachelor, Accountancy
Northern Trust Corporation April 2014 - Present
Northern Trust Company December 2007 - Present
Right Staffing(Northern Trust Co.) August 2007 - October 2007
Right Staffing(Northern Trust Co.) May 2007 - July 2007
Northern Trust(Right Staffing) January 2007 - April 2007
Skills
FX Options, Financial Analysis, Cash Management, Financial Services, Banking
Education
University of Phoenix 2012 — 2015
Finance, General
Kennedy-King College 2002 — 2004
Accounting/Business
Chicago State University 1990 — 1992
Accounting/Business
BMO Harris Private Banking December 2014 - Present
Northern trust company July 1987 - October 2014
Northern Trust Wealth Management July 1987 - October 2014
Skills
Derivatives, Portfolio Management, Wealth Management, Private Banking, Investments, Credit, Banking, Equities, Asset Management, Fixed Income
Education
Governors State University 1987 — 1999
Bachelor of Arts (B.A.), Finance, General
Robert Morris University - Illinois 1986 — 1987
Associate of Science (A.S.), Busiess Administration - Sales and Marketing
Schlindwein Associates, LLC March 2014 - March 2015
William Blair & Company, LLC March 2006 - September 2013
Trident Financial Services, LLC May 2005 - March 2006
Northern Trust Company April 2001 - April 2005
Zurich Scudder Investments January 2000 - April 2001
Skills
Equities, Financial Analysis, Fixed Income, Securities, Derivatives, Mutual Funds, Financial Modeling, Portfolio Management, Analysis, Investments
Education
Southern Illinois University of Edwardsville
Bachelor of Science, Accountancy
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.), Finance, General
Northern Trust Wealth Management August 2001 - Present
Northern Trust Company August 2001 - Present
Education
Buffalo Grove High School
Florida Atlantic University
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, Diploma
Northern Trust Company Senior Consultant, Financial AnalystNorthern Trust Company2011 - Present
Northern Trust Company 1996 - 2011
Northern Trust Company 1990 - 1996
Skills
Finance, Banking, Financial Reporting, Analysis, Cash Management, Accounting, Account Reconciliation, Internal Audit, Securities, Forecasting, Managerial Finance, Financial Modeling, Variance Analysis, Financial Analysis, Financial Services, Corporate Finance, Financial Risk, Regulatory Reporting, Financial Accounting, Budgeting, Cash Flow Management, Cash Flow Forecasting, Portfolio Management
Education
Florida International University 1981 — 1983
Bachelor of Business Administration (BBA), Finance, General
University of Florida 1979 — 1981
Associate of Arts (AA), Finance, General
Sikich November 2012 - Present
Mervis & Associates 2008 - 2012
Northern Trust Company 1992 - 1998
Arthur Andersen 1990 - 1992
Skills
Individual Taxation, Tax, Income Tax, Corporate Tax, Tax Accounting, Accounting, CPA, Tax Preparation, Partnership Taxation, Tax Research, GAAP, Financial Analysis
Education
DePaul University
Master's degree, Taxation
University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science (BS), Accountancy
Northern Trust Company March 2008 - Present
Skills
Business Analysis, Business Process..., Process Improvement, Project Management, Financial Modeling, Mutual Funds, Alternative Assets, Process Flow..., Banking, Consulting, Asset Management, Equities, Risk Management, Management, Fixed Income, Financial Analysis, Customer Service, Portfolio Management, Financial Services
Education
DePaul University
Bachelor of Science (BS), Finance, General