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
Employee
Years
Job
Industry
Leah Packett Leah Packett's Northern Trust Company Experience January 1998 - November 1999
Job Empowering Schools, Churches and Nonprofits to Process ePayments,Increase Payments/Donations and Reduce Operational Cost
Industry Internet
Experience
Compuwerx / Ezgiving Online January 2009 - Present
Compuwerx International Inc. January 2000 - Present
Northern Trust Company January 1998 - November 1999
Chicago Stock Exchange January 1996 - December 1998
Swiss Bank January 1997 - September 1998
Brinson Partners Inc. - New York City January 1997 - January 1998
BP Amoco June 1993 - December 1996
Skills
Entrepreneurship, Small Business, Fundraising, Non-profits, Business Development, Business Strategy, Business Planning, Strategic Partnerships, Strategic Leadership, Product Development, Product Management, Marketing Strategy, Strategic Planning, Public Speaking, Nonprofits, Leadership Development, Leadership, Project Management, Team Building, Social Media Marketing, Web Design, Marketing, Online Marketing, Web Marketing, Email Marketing, Online Advertising, E-commerce, Start-ups, Networking, Strategy, New Business Development, Social Media, Social Networking
Education
University of Illinois 1900 — 1900
MIS
Compuwerx / Ezgiving Online January 2009 - Present
Compuwerx International Inc. January 2000 - Present
Northern Trust Company January 1998 - November 1999
Chicago Stock Exchange January 1996 - December 1998
Swiss Bank January 1997 - September 1998
Brinson Partners Inc. - New York City January 1997 - January 1998
BP Amoco June 1993 - December 1996
Skills
Entrepreneurship, Small Business, Fundraising, Non-profits, Business Development, Business Strategy, Business Planning, Strategic Partnerships, Strategic Leadership, Product Development, Product Management, Marketing Strategy, Strategic Planning, Public Speaking, Nonprofits, Leadership Development, Leadership, Project Management, Team Building, Social Media Marketing, Web Design, Marketing, Online Marketing, Web Marketing, Email Marketing, Online Advertising, E-commerce, Start-ups, Networking, Strategy, New Business Development, Social Media, Social Networking
Education
University of Illinois 1900 — 1900
MIS
James Stringer James Stringer's Northern Trust Company Experience December 2010 - March 2012
Job Business Systems Analyst at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings February 2013 - Present
JPMorgan Chase March 2012 - February 2013
Northern Trust Company December 2010 - March 2012
The Northern Trust Company October 2007 - December 2010
Wachovia Corporation/World Savings January 2005 - September 2007
World Savings February 2001 - December 2004
NetTek, LLC August 1999 - January 2001
Education
Virginia Polytechnic Institute and State University 1996 — 1999
Bachelors of Science, Business; Management Science & Information Technology
Old Dominion University 1995 — 1996
General Studies
Fitch Ratings February 2013 - Present
JPMorgan Chase March 2012 - February 2013
Northern Trust Company December 2010 - March 2012
The Northern Trust Company October 2007 - December 2010
Wachovia Corporation/World Savings January 2005 - September 2007
World Savings February 2001 - December 2004
NetTek, LLC August 1999 - January 2001
Education
Virginia Polytechnic Institute and State University 1996 — 1999
Bachelors of Science, Business; Management Science & Information Technology
Old Dominion University 1995 — 1996
General Studies
Carissa Hammer Carissa Hammer's Northern Trust Company Experience November 2011 - May 2013
Job Relationship Manager at Northern Trust
Industry Banking
Experience
Northern Trust Hedge Fund Services November 2013 - Present
Northern Trust May 2013 - November 2013
Northern Trust Company November 2011 - May 2013
Northern Trust July 2007 - November 2011
Northern Trust July 2005 - July 2007
Northern Trust March 2001 - July 2005
ABN AMRO Bank N.V. August 1999 - March 2001
LaSalle National Bank May 1997 - August 1999
Skills
Alternative Investments, Asset Management, Investments, Securities, Client Service Oriented, Portfolio Management, Financial Services, Project Management, Outsourcing, Fixed Income, Leadership, Mutual Funds, Investment Management, Middle Office, Hedge Funds, Wealth Management, Banking, Bloomberg, Asset Allocation, Client Services
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Science (BS), Finance, General
Northern Trust Hedge Fund Services November 2013 - Present
Northern Trust May 2013 - November 2013
Northern Trust Company November 2011 - May 2013
Northern Trust July 2007 - November 2011
Northern Trust July 2005 - July 2007
Northern Trust March 2001 - July 2005
ABN AMRO Bank N.V. August 1999 - March 2001
LaSalle National Bank May 1997 - August 1999
Skills
Alternative Investments, Asset Management, Investments, Securities, Client Service Oriented, Portfolio Management, Financial Services, Project Management, Outsourcing, Fixed Income, Leadership, Mutual Funds, Investment Management, Middle Office, Hedge Funds, Wealth Management, Banking, Bloomberg, Asset Allocation, Client Services
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Science (BS), Finance, General
Jeff Hayes Jeff Hayes's Northern Trust Company Experience May 1995 - August 2003
Job Principal at AlignTech Solutions LLC
Industry Information Technology and Services
Experience
AlignTech Solutions LLC September 2008 - Present
Metavante Corporation (now Fidelity National Information Services) September 2003 - April 2009
Codeworks, Inc. September 2005 - December 2008
Northern Trust Company May 1995 - August 2003
Joint Commission on Accreditation of Healthcare Organizations January 1995 - May 1995
JPMorgan Chase (as First Chicago Bank) March 1994 - January 1995
Sogeti Group (as Software Architects, Inc.) September 1992 - January 1995
JPMorgan Chase (as First Chicago Bank) November 1993 - May 1994
Oracle (as Network Systems Corporation) August 1993 - November 1993
Comdisco September 1992 - June 1993
Skills
Enterprise Software, Leadership, IT Strategy, Software Development, Software Project..., SDLC, Business Process, Management, Social Media, Business Strategy, Product Development, Agile Methodologies, Research, Consulting, Analysis, Strategy, Process Improvement, Project Portfolio..., Project Planning, Data Analysis, Project Management, Business Process..., Management Consulting, Cross-functional Team...
Education
Northwestern University 1986 — 1989
MS
Marquette University 1981 — 1985
BS
Western State Colorado University 1978 — 1979
AlignTech Solutions LLC September 2008 - Present
Metavante Corporation (now Fidelity National Information Services) September 2003 - April 2009
Codeworks, Inc. September 2005 - December 2008
Northern Trust Company May 1995 - August 2003
Joint Commission on Accreditation of Healthcare Organizations January 1995 - May 1995
JPMorgan Chase (as First Chicago Bank) March 1994 - January 1995
Sogeti Group (as Software Architects, Inc.) September 1992 - January 1995
JPMorgan Chase (as First Chicago Bank) November 1993 - May 1994
Oracle (as Network Systems Corporation) August 1993 - November 1993
Comdisco September 1992 - June 1993
Skills
Enterprise Software, Leadership, IT Strategy, Software Development, Software Project..., SDLC, Business Process, Management, Social Media, Business Strategy, Product Development, Agile Methodologies, Research, Consulting, Analysis, Strategy, Process Improvement, Project Portfolio..., Project Planning, Data Analysis, Project Management, Business Process..., Management Consulting, Cross-functional Team...
Education
Northwestern University 1986 — 1989
MS
Marquette University 1981 — 1985
BS
Western State Colorado University 1978 — 1979
Adrian Weidenfeller's Northern Trust Company Experience April 2005 - Present
Job Vice President at Northern Trust Company
Industry Banking
Experience
Northern Trust Company April 2005 - Present
Aon Hewitt 2002 - 2005
Skills
Certified Securities..., Due Diligence, Investments, Vendor Management, Defined Benefit, Process Improvement, Securities, Pensions, Asset Allocation, Employee Benefits, Financial Services, Wealth Management, Equities, Mutual Funds, Portfolio Management, Alternative Investments, Asset Management, Insurance, Mergers & Acquisitions, Banking, Retirement, Financial Statements, Investment Strategies, Hedge Funds, Fixed Income, Finance, Sales, Customer Service, Accounting, Analysis, Leadership, 401k, Bloomberg, Capital Markets, Derivatives, Financial Risk, Investment Advisory, Investment Management, Private Equity, Series 63, Strategic Financial..., Valuation
Education
University of Illinois at Urbana-Champaign 1998 — 2002
Economics
Northern Trust Company April 2005 - Present
Aon Hewitt 2002 - 2005
Skills
Certified Securities..., Due Diligence, Investments, Vendor Management, Defined Benefit, Process Improvement, Securities, Pensions, Asset Allocation, Employee Benefits, Financial Services, Wealth Management, Equities, Mutual Funds, Portfolio Management, Alternative Investments, Asset Management, Insurance, Mergers & Acquisitions, Banking, Retirement, Financial Statements, Investment Strategies, Hedge Funds, Fixed Income, Finance, Sales, Customer Service, Accounting, Analysis, Leadership, 401k, Bloomberg, Capital Markets, Derivatives, Financial Risk, Investment Advisory, Investment Management, Private Equity, Series 63, Strategic Financial..., Valuation
Education
University of Illinois at Urbana-Champaign 1998 — 2002
Economics
Jasmine Harper Jasmine Harper's Northern Trust Company Experience June 2007 - July 2008
Job Business Management
Industry Management Consulting
Experience
Garda Cash Logistics February 2013 - Present
Foot Locker May 2009 - December 2012
Kmart Corporation November 2009 - June 2011
Cracker Barrel February 2009 - May 2009
Jackson State University-Legacy Dining Hall August 2008 - May 2009
Northern Trust Company June 2007 - July 2008
Afterschool Matters September 2006 - April 2007
Bank of America June 2006 - August 2006
Skills
Customer Service, Retail, Management, Computer Technology, Typing, Communication Skills, Active Listener, Critical Thinking, Leadership, Microsoft Word, Microsoft Excel, Microsoft Power Point, Cash-handling, Organization Skills, Multi-tasked, Interpersonal Skill, Relationship-builder..., Research Information, Writing, Sales, Apparel, Cashiering, Time Management, Telephone Skills, Inventory Control, Cash Register, Inventory Management, Shrinkage, Retail Sales, Store Operations, Visual Merchandising, Loss Prevention, Inventory, Teamwork, Always Punctual, Dependable Team Player, Highly detail oriented, Associate Development, Store Management, Learning Quickly, Friendly Personality, Phone Etiquette, Assortment, Goal Oriented, 10 Key, Clerical Skills, People-oriented, Highly motivated..., Team-oriented, Filing
Education
Chicago State University 2011 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Prairie State College 2009 — 2011
Associate of Arts (AA), Business Administration
Jackson State University 2008 — 2009
n/a, Accounting
Paul Lawrence Dunbar Vocational Career Academy 2004 — 2008
High School Diploma, Accounting
Garda Cash Logistics February 2013 - Present
Foot Locker May 2009 - December 2012
Kmart Corporation November 2009 - June 2011
Cracker Barrel February 2009 - May 2009
Jackson State University-Legacy Dining Hall August 2008 - May 2009
Northern Trust Company June 2007 - July 2008
Afterschool Matters September 2006 - April 2007
Bank of America June 2006 - August 2006
Skills
Customer Service, Retail, Management, Computer Technology, Typing, Communication Skills, Active Listener, Critical Thinking, Leadership, Microsoft Word, Microsoft Excel, Microsoft Power Point, Cash-handling, Organization Skills, Multi-tasked, Interpersonal Skill, Relationship-builder..., Research Information, Writing, Sales, Apparel, Cashiering, Time Management, Telephone Skills, Inventory Control, Cash Register, Inventory Management, Shrinkage, Retail Sales, Store Operations, Visual Merchandising, Loss Prevention, Inventory, Teamwork, Always Punctual, Dependable Team Player, Highly detail oriented, Associate Development, Store Management, Learning Quickly, Friendly Personality, Phone Etiquette, Assortment, Goal Oriented, 10 Key, Clerical Skills, People-oriented, Highly motivated..., Team-oriented, Filing
Education
Chicago State University 2011 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Prairie State College 2009 — 2011
Associate of Arts (AA), Business Administration
Jackson State University 2008 — 2009
n/a, Accounting
Paul Lawrence Dunbar Vocational Career Academy 2004 — 2008
High School Diploma, Accounting
Robert S. Stevenson, CFA Robert S. Stevenson, CFA's Northern Trust Company Experience 1999 - 2013
Job Senior Vice President / Senior Investment Advisor
Industry Investment Management
Experience
PNC Wealth Management August 2014 - Present
The Private Client Reserve of US Bank February 2013 - September 2013
Northern Trust Company 1999 - 2013
SunTrust Bank August 1994 - September 1999
Skills
Portfolio Management, Asset Allocation, Alternative Investments, High Net Worth..., Superior Client Service, Wealth Management, Investment Analysis, Sales Presentations, Foundations, Endowments, Bloomberg, Investment Management, Hedge Funds, Private Equity, Equity Valuation, Fixed Income Portfolio..., New Business Development, Financial Analysis, Reuters, Mutual Funds, Valuation
Education
Stetson University 1988 — 1990
Master of Business Administration (M.B.A.), Finance, General
Lenoir-Rhyne University 1983 — 1987
Bachelor of Arts (B.A.), Business Administration and Management, General
Florida Graduate Trust School, University of South Florida, Tampa 1997 — 1997
Florida Trust School, University of South Florida, Tampa 1995 — 1996
PNC Wealth Management August 2014 - Present
The Private Client Reserve of US Bank February 2013 - September 2013
Northern Trust Company 1999 - 2013
SunTrust Bank August 1994 - September 1999
Skills
Portfolio Management, Asset Allocation, Alternative Investments, High Net Worth..., Superior Client Service, Wealth Management, Investment Analysis, Sales Presentations, Foundations, Endowments, Bloomberg, Investment Management, Hedge Funds, Private Equity, Equity Valuation, Fixed Income Portfolio..., New Business Development, Financial Analysis, Reuters, Mutual Funds, Valuation
Education
Stetson University 1988 — 1990
Master of Business Administration (M.B.A.), Finance, General
Lenoir-Rhyne University 1983 — 1987
Bachelor of Arts (B.A.), Business Administration and Management, General
Florida Graduate Trust School, University of South Florida, Tampa 1997 — 1997
Florida Trust School, University of South Florida, Tampa 1995 — 1996
Janet Petran, CFP®, CPA's Northern Trust Company Experience April 1986 - July 1998
Job Financial Advisor, Huber Financial Advisors, LLC
Industry Financial Services
Experience
Forum Financial Management, LLC February 2012 - October 2013
Balasa Dinverno Foltz LLC February 2010 - July 2011
Trinity Financial Advisors, LLC January 2007 - January 2010
Northern Trust Company April 1986 - July 1998
Skills
Wealth Management, Banking, Financial Services, Retirement Planning, Strategic Financial..., Practice Management, Personal Tax Planning, Income Tax, Investments, Commercial Lending, Money Guide Pro, Morningstar, Junxure
Education
University of Michigan - Stephen M. Ross School of Business 1978 — 1982
Bachelors in Business Administration, Accounting/Finance
Forum Financial Management, LLC February 2012 - October 2013
Balasa Dinverno Foltz LLC February 2010 - July 2011
Trinity Financial Advisors, LLC January 2007 - January 2010
Northern Trust Company April 1986 - July 1998
Skills
Wealth Management, Banking, Financial Services, Retirement Planning, Strategic Financial..., Practice Management, Personal Tax Planning, Income Tax, Investments, Commercial Lending, Money Guide Pro, Morningstar, Junxure
Education
University of Michigan - Stephen M. Ross School of Business 1978 — 1982
Bachelors in Business Administration, Accounting/Finance
Julius K Washington Julius K Washington's Northern Trust Company Experience September 1998 - July 2009
Job Managing Director at 3Gen Services, Inc.
Industry Religious Institutions
Experience
3-Gen Services, Inc. August 2009 - Present
Living Hope Kingdom Ministries September 1998 - Present
Namaste Laboratories, LLC 2009 - 2013
Northern Trust Company September 1998 - July 2009
Bank of America July 1982 - September 1998
Skills
Strategic Planning, Management, Supply Chain Management, Operations Management, Team Building, Leadership, Business Strategy, Budgets, Evangelism, Teaching, Church Administration, Gospel, Leadership Development, Bible Study
Education
McCormick Theological Seminary 1996 — 1998
Master of Theological Studies, Theology/Theological Studies
J. L. Kellogg Graduate School of Management 1980 — 1982
Master of Business Administration (M.B.A.), Finance and Marketing
Northwestern University 1976 — 1980
Bachelor of Arts (BA), Economics
3-Gen Services, Inc. August 2009 - Present
Living Hope Kingdom Ministries September 1998 - Present
Namaste Laboratories, LLC 2009 - 2013
Northern Trust Company September 1998 - July 2009
Bank of America July 1982 - September 1998
Skills
Strategic Planning, Management, Supply Chain Management, Operations Management, Team Building, Leadership, Business Strategy, Budgets, Evangelism, Teaching, Church Administration, Gospel, Leadership Development, Bible Study
Education
McCormick Theological Seminary 1996 — 1998
Master of Theological Studies, Theology/Theological Studies
J. L. Kellogg Graduate School of Management 1980 — 1982
Master of Business Administration (M.B.A.), Finance and Marketing
Northwestern University 1976 — 1980
Bachelor of Arts (BA), Economics
Daria Menary Daria Menary's Northern Trust Company Experience March 2008 - September 2011
Job Senior Instructional Designer at PwC
Industry Accounting
Experience
PwC July 2013 - Present
PwC September 2011 - Present
Northern Trust Company March 2008 - September 2011
Northern Trust November 2005 - March 2008
Northern Trust 2003 - 2005
Skills
Instructional Design, Process Improvement, Instructor-led Training, Analysis, Finance, Business Analysis, Training Delivery, Accounting, Financial Analysis, Consulting, Business Process..., Performance Management, Project Management, Change Management, Management Consulting, Performance Improvement, Business Process, E-Learning
Education
Langevin 2011 — 2011
Certification, Instructional Design
Northeastern Illinois University 2000 — 2002
Bachelor of Science, Accounting
PwC July 2013 - Present
PwC September 2011 - Present
Northern Trust Company March 2008 - September 2011
Northern Trust November 2005 - March 2008
Northern Trust 2003 - 2005
Skills
Instructional Design, Process Improvement, Instructor-led Training, Analysis, Finance, Business Analysis, Training Delivery, Accounting, Financial Analysis, Consulting, Business Process..., Performance Management, Project Management, Change Management, Management Consulting, Performance Improvement, Business Process, E-Learning
Education
Langevin 2011 — 2011
Certification, Instructional Design
Northeastern Illinois University 2000 — 2002
Bachelor of Science, Accounting
Peter Hendrick Peter Hendrick's Northern Trust Company Experience April 1994 - September 2009
Job CFO | General Partner at Tennis Resorts, LLC
Industry Hospitality
Experience
Tennis Resorts, LLC November 2014 - Present
Forest Hills Investments, LLC December 2013 - Present
Goldstein Financial Group, LLC September 2009 - December 2013
Northern Trust Company April 1994 - September 2009
American Nurseryman Publishing 1990 - 1994
Skills
Strategic Leadership, Business Networking, Engaging Public Speaker, Consultative Sales..., Talent Developer, Connector of People, Organized self-starter, Social Media Marketing, Cost Reduction..., Communication Skills, Active Listener, MBA, Sales, Sales Management, Relationship Management, Building Relationships, High Net Worth..., Public Speaking, Connecting People, New Business Development, Business Development, Facilitation Management, Persuasive Presentation..., Strategic Thinking, Creative Strategy, Success Driven, Thought Leadership, Marketing Strategy, Investments, Strategic Partnerships, Management, Alternative Investments, Financial Services, Portfolio Management, Marketing, Sales Process, Finance
Education
University of Notre Dame - Mendoza College of Business 2006 — 2007
MBA
Michigan State University 1985 — 1988
BA, English
Tennis Resorts, LLC November 2014 - Present
Forest Hills Investments, LLC December 2013 - Present
Goldstein Financial Group, LLC September 2009 - December 2013
Northern Trust Company April 1994 - September 2009
American Nurseryman Publishing 1990 - 1994
Skills
Strategic Leadership, Business Networking, Engaging Public Speaker, Consultative Sales..., Talent Developer, Connector of People, Organized self-starter, Social Media Marketing, Cost Reduction..., Communication Skills, Active Listener, MBA, Sales, Sales Management, Relationship Management, Building Relationships, High Net Worth..., Public Speaking, Connecting People, New Business Development, Business Development, Facilitation Management, Persuasive Presentation..., Strategic Thinking, Creative Strategy, Success Driven, Thought Leadership, Marketing Strategy, Investments, Strategic Partnerships, Management, Alternative Investments, Financial Services, Portfolio Management, Marketing, Sales Process, Finance
Education
University of Notre Dame - Mendoza College of Business 2006 — 2007
MBA
Michigan State University 1985 — 1988
BA, English
Migdalia Coleman Migdalia Coleman's Northern Trust Company Experience 2004 - Present
Job Vice President at The Northern Trust Company, Guardianship Unit
Industry Banking
Experience
Northern Trust November 2004 - Present
Northern Trust Company 2004 - Present
JPMorgan Chase February 2002 - November 2004
American National Bank March 1980 - February 2002
Skills
Commercial Lending, Estate Planning, Guardianship, Estate Administration, Estate Law, Courts, Tenacious Work Ethic, Charismatic Leadership, Wealth Management..., Wealth Management, High Net Worth..., Personal Injury, Trust Management, Alternative Investments, Series 7, Banking, Securities, Portfolio Management, Asset Management, Financial Analysis, Trusts, Financial Services, Equities, Investments
Education
Roosevelt University 1993 — 2002
Northern Trust November 2004 - Present
Northern Trust Company 2004 - Present
JPMorgan Chase February 2002 - November 2004
American National Bank March 1980 - February 2002
Skills
Commercial Lending, Estate Planning, Guardianship, Estate Administration, Estate Law, Courts, Tenacious Work Ethic, Charismatic Leadership, Wealth Management..., Wealth Management, High Net Worth..., Personal Injury, Trust Management, Alternative Investments, Series 7, Banking, Securities, Portfolio Management, Asset Management, Financial Analysis, Trusts, Financial Services, Equities, Investments
Education
Roosevelt University 1993 — 2002
Graziella Everett, MBA Graziella Everett, MBA's Northern Trust Company Experience January 1990 - September 1997
Job General Manager at Aramark, KPMG
Industry Food & Beverages
Experience
Aramark at KPMG December 2014 - Present
Sodexo September 2005 - Present
Deerpath Inn February 2002 - August 2005
Italian Hong Kong Chamber of Commerce December 1997 - December 1999
Northern Trust Company January 1990 - September 1997
Skills
Life Coaching, Expertise in Event..., Event Management, Project Management, Computer Proficient, Multi-lingual, Multilingual, Event Planning, Training, Change Management, Hospitality, Organizational..., Strategy
Education
Coach Inc. 2011 — 2014
Life and Business Coaching Certificate, Life Coaching; Advanced Corporate Coaching
Lake Forest Graduate School of Management 2007 — 2011
MBA, Business
Aramark at KPMG December 2014 - Present
Sodexo September 2005 - Present
Deerpath Inn February 2002 - August 2005
Italian Hong Kong Chamber of Commerce December 1997 - December 1999
Northern Trust Company January 1990 - September 1997
Skills
Life Coaching, Expertise in Event..., Event Management, Project Management, Computer Proficient, Multi-lingual, Multilingual, Event Planning, Training, Change Management, Hospitality, Organizational..., Strategy
Education
Coach Inc. 2011 — 2014
Life and Business Coaching Certificate, Life Coaching; Advanced Corporate Coaching
Lake Forest Graduate School of Management 2007 — 2011
MBA, Business
Yvette Morrison Yvette Morrison's Northern Trust Company Experience June 1986 - September 1989
Job Marketing Executive
Industry Marketing and Advertising
Experience
Snap On Tools September 2011 - Present
The Coca-Cola Company January 2008 - June 2010
The Coca-Cola Company November 2004 - December 2007
The Coca-Cola Company March 2002 - October 2004
The Coca-Cola Company January 1998 - February 2002
The Coca-Cola Company July 1995 - December 1997
Dow Brands April 1994 - July 1995
Nestle Food Company June 1993 - March 1994
NESTLÉ FOOD COMPANY June 1991 - June 1993
NORTHERN TRUST COMPANY June 1986 - September 1989
Skills
Strategic Planning, Marketing Management, Consumer Products, Brand Management, Strategic Alliances, Strategy, Integrated Marketing, Cross-functional Team..., Marketing Strategy, Market Planning, Marketing, Management, Leadership, Competitive Analysis, P&L Management, Marketing Communications, CRM, P, Strategic Partnerships
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
MBA
University of Illinois at Urbana-Champaign 1982 — 1986
BA
Snap On Tools September 2011 - Present
The Coca-Cola Company January 2008 - June 2010
The Coca-Cola Company November 2004 - December 2007
The Coca-Cola Company March 2002 - October 2004
The Coca-Cola Company January 1998 - February 2002
The Coca-Cola Company July 1995 - December 1997
Dow Brands April 1994 - July 1995
Nestle Food Company June 1993 - March 1994
NESTLÉ FOOD COMPANY June 1991 - June 1993
NORTHERN TRUST COMPANY June 1986 - September 1989
Skills
Strategic Planning, Marketing Management, Consumer Products, Brand Management, Strategic Alliances, Strategy, Integrated Marketing, Cross-functional Team..., Marketing Strategy, Market Planning, Marketing, Management, Leadership, Competitive Analysis, P&L Management, Marketing Communications, CRM, P, Strategic Partnerships
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
MBA
University of Illinois at Urbana-Champaign 1982 — 1986
BA
Oliver Pergams Oliver Pergams's Northern Trust Company Experience 1981 - 1982
Job Biology professor at City Colleges of Chicago
Industry Higher Education
Experience
City Colleges of Chicago September 2009 - Present
University of Illinois at Chicago September 2004 - Present
Brookfield Zoo September 2002 - August 2004
Università di Pisa June 2002 - July 2002
Chicago Options Associates, Inc. 1986 - 1993
Discount Corporation of New York Futures 1983 - 1986
Bank of New York 1982 - 1983
Northern Trust Company 1981 - 1982
Skills
Ecosystem Services, Molecular Genetics, Outdoor Recreation, Ecology, Life Sciences, Conservation Biology, Evolutionary Biology, Ecological Restoration, Morphology, Mammalogy, German, Higher Education, Teaching, Lecturing, Curriculum Development, Conservation Issues, Wildlife Conservation, Environmental Sociology, Evolution, Commodity Markets, Currency Futures, FX trading, FX Options, Options, Options Strategies, Trapping, PCR, Primer Design, Ancient DNA, Morphometrics, Academic Advising, Herbicides, Executive Management, Lifesciences, Science, Biodiversity, Curriculum Design, Volunteer Management, Rental Management, Biology, Research, Science Journalism, Environmental Science, Statistics, Research Design, Student Development, Program Evaluation, Natural Resources, University Teaching, Student Affairs
Education
University of Illinois at Chicago 1998 — 2002
PhD, Biological Sciences
University of Illinois at Chicago 1996 — 1998
M.S., Biological Sciences
The University of Chicago 1975 — 1981
AB, Germanic Languages & Literatures
City Colleges of Chicago September 2009 - Present
University of Illinois at Chicago September 2004 - Present
Brookfield Zoo September 2002 - August 2004
Università di Pisa June 2002 - July 2002
Chicago Options Associates, Inc. 1986 - 1993
Discount Corporation of New York Futures 1983 - 1986
Bank of New York 1982 - 1983
Northern Trust Company 1981 - 1982
Skills
Ecosystem Services, Molecular Genetics, Outdoor Recreation, Ecology, Life Sciences, Conservation Biology, Evolutionary Biology, Ecological Restoration, Morphology, Mammalogy, German, Higher Education, Teaching, Lecturing, Curriculum Development, Conservation Issues, Wildlife Conservation, Environmental Sociology, Evolution, Commodity Markets, Currency Futures, FX trading, FX Options, Options, Options Strategies, Trapping, PCR, Primer Design, Ancient DNA, Morphometrics, Academic Advising, Herbicides, Executive Management, Lifesciences, Science, Biodiversity, Curriculum Design, Volunteer Management, Rental Management, Biology, Research, Science Journalism, Environmental Science, Statistics, Research Design, Student Development, Program Evaluation, Natural Resources, University Teaching, Student Affairs
Education
University of Illinois at Chicago 1998 — 2002
PhD, Biological Sciences
University of Illinois at Chicago 1996 — 1998
M.S., Biological Sciences
The University of Chicago 1975 — 1981
AB, Germanic Languages & Literatures
Kathy Potts Kathy Potts's Northern Trust Company Experience September 1984 - Present
Job Vice president at Northerm Trust
Industry Banking
Experience
Northern Trust Company September 1984 - Present
Skills
SDLC, Business Analysis, ITIL v3 Foundations..., Requirements Gathering, Enterprise Architecture, Software Project..., Vendor Management, IT Strategy, IT Management, Visio, Business Process..., Data Warehousing
Education
Northern Illinois University 1981 — 1984
Bachelor of Science, Computer Science
Northern Trust Company September 1984 - Present
Skills
SDLC, Business Analysis, ITIL v3 Foundations..., Requirements Gathering, Enterprise Architecture, Software Project..., Vendor Management, IT Strategy, IT Management, Visio, Business Process..., Data Warehousing
Education
Northern Illinois University 1981 — 1984
Bachelor of Science, Computer Science
Jee Kim Jee Kim's Northern Trust Company Experience 1997 - 2001
Job CoFounder, Innobaby LLC
Industry Consumer Goods
Experience
Innobaby LLC March 2006 - Present
Babyduo September 2002 - February 2006
Northern Trust Company 1997 - 2001
Heitman Financials January 1995 - January 1997
Skills
Negotiation, Sourcing, Forecasting, Product Development, Team Building, Strategic Planning, Marketing, Graphic Design, Web Design, Illustrator, photoshop, Leadership, Finance, Analysis, Entrepreneurship
Education
Loyola University of Chicago 1993 — 1997
BA, Finance/Accounting
University of Alabama
Innobaby LLC March 2006 - Present
Babyduo September 2002 - February 2006
Northern Trust Company 1997 - 2001
Heitman Financials January 1995 - January 1997
Skills
Negotiation, Sourcing, Forecasting, Product Development, Team Building, Strategic Planning, Marketing, Graphic Design, Web Design, Illustrator, photoshop, Leadership, Finance, Analysis, Entrepreneurship
Education
Loyola University of Chicago 1993 — 1997
BA, Finance/Accounting
University of Alabama
Teresa Knaga Teresa Knaga's Northern Trust Company Experience August 2000 - Present
Job Section Manager CAP at Northern Trust Company
Industry Financial Services
Experience
Northern Trust Company August 2000 - Present
Skills
Account Reconciliation, Financial Reporting, Valuation, Accounting, Business Analysis
Education
University of Illinois at Chicago 1995 — 2000
Bachelor of Science (BS), Accounting
Currie High School 1992 — 1995
Northern Trust Company August 2000 - Present
Skills
Account Reconciliation, Financial Reporting, Valuation, Accounting, Business Analysis
Education
University of Illinois at Chicago 1995 — 2000
Bachelor of Science (BS), Accounting
Currie High School 1992 — 1995
Paul F. Bilotta, MS, CFE Paul F. Bilotta, MS, CFE's Northern Trust Company Experience April 1981 - May 1990
Job Vice President at Chicago Police Sergeants Association
Industry Law Enforcement
Experience
Chicago Police Sergeants Association January 2012 - Present
Association of Certified Fraud Examiners July 2008 - Present
Chicago Police Department February 2011 - February 2012
Chicago Police Sergeants Association January 2010 - January 2012
Harold Washington College June 1996 - October 2002
Northern Trust Company April 1981 - May 1990
Skills
Private Investigations, Enforcement, Police, Fraud, Physical Security, Criminal Investigations, Internal Investigations, Security Training, Criminal Justice, Certified Fraud Examiner, Investigation, Executive Protection, Intelligence, Homeland Security, Firearms, Personal Security, Evidence, Crisis Management, Counterterrorism, Surveillance, Security Operations, Security, Corporate Security, Background Checks, Crime Prevention, Interrogation, Contract Negotiation, Security Management, Public Safety, Patrol, Emergency Management, Forensic Analysis, Law Enforcement..., Litigation Support, Grievances, Homicide Investigations, Tactics, Field Training, Security Audits, Intelligence Analysis, Personal Protection, Asset Protection, Expert Witness, Police Training, Fraud Investigations, Counterintelligence, Government, Weapons, Grievance Arbitration, Law Enforcement
Education
Saint Xavier University 2006 — 2007
Master's Certificate, Fraud Examination & Mangement
Lewis University 1994 — 1996
MS, Criminal Justice
University of Illinois at Chicago 1977 — 1981
BA, Criminal Justice
Pasteur
Chicago Police Sergeants Association January 2012 - Present
Association of Certified Fraud Examiners July 2008 - Present
Chicago Police Department February 2011 - February 2012
Chicago Police Sergeants Association January 2010 - January 2012
Harold Washington College June 1996 - October 2002
Northern Trust Company April 1981 - May 1990
Skills
Private Investigations, Enforcement, Police, Fraud, Physical Security, Criminal Investigations, Internal Investigations, Security Training, Criminal Justice, Certified Fraud Examiner, Investigation, Executive Protection, Intelligence, Homeland Security, Firearms, Personal Security, Evidence, Crisis Management, Counterterrorism, Surveillance, Security Operations, Security, Corporate Security, Background Checks, Crime Prevention, Interrogation, Contract Negotiation, Security Management, Public Safety, Patrol, Emergency Management, Forensic Analysis, Law Enforcement..., Litigation Support, Grievances, Homicide Investigations, Tactics, Field Training, Security Audits, Intelligence Analysis, Personal Protection, Asset Protection, Expert Witness, Police Training, Fraud Investigations, Counterintelligence, Government, Weapons, Grievance Arbitration, Law Enforcement
Education
Saint Xavier University 2006 — 2007
Master's Certificate, Fraud Examination & Mangement
Lewis University 1994 — 1996
MS, Criminal Justice
University of Illinois at Chicago 1977 — 1981
BA, Criminal Justice
Pasteur
Ivy Buckley Ivy Buckley's Northern Trust Company Experience December 1999 - January 2002
Job Professional
Industry Accounting
Experience
H&R Block December 2001 - April 2008
Village of University Park/ University Golf Club & Conference Center July 2005 - December 2006
Corporate America Family Credit Union June 2002 - November 2002
Northern Trust Company December 1999 - January 2002
Nisen and Elliott January 1999 - November 1999
Skills
PowerPoint, Payroll, Accounts Receivable, Microsoft Excel, Microsoft Office, Data Entry, Accounting, Invoicing, Filing, Finance, Microsoft Word, 10 Key, Customer Service, Tax Preparation
Education
Chicago Career Tech/Accretive Health
Certification, CMRS
Robert Morris University - Illinois
Associate's Degree, Business Administration
H&R Block December 2001 - April 2008
Village of University Park/ University Golf Club & Conference Center July 2005 - December 2006
Corporate America Family Credit Union June 2002 - November 2002
Northern Trust Company December 1999 - January 2002
Nisen and Elliott January 1999 - November 1999
Skills
PowerPoint, Payroll, Accounts Receivable, Microsoft Excel, Microsoft Office, Data Entry, Accounting, Invoicing, Filing, Finance, Microsoft Word, 10 Key, Customer Service, Tax Preparation
Education
Chicago Career Tech/Accretive Health
Certification, CMRS
Robert Morris University - Illinois
Associate's Degree, Business Administration
Teighlor March Teighlor March's Northern Trust Company Experience 2002 - 2006
Job Assistant General Counsel, AICPA
Industry Accounting
Experience
AICPA June 2006 - Present
Northern Trust Company 2002 - 2006
Federal Reserve Bank of Chicago 2000 - 2002
Federal Reserve Bank of Atlanta 1997 - 2000
Skills
Estate Planning, Due Diligence, Tax, Strategic Financial..., Litigation Support, Accounting, CPA, Finance, Corporate Governance, Financial Planning, Internal Audit, Internal Controls, Mergers, Tax Law, Auditing, Financial Analysis
Education
Tulane University Law School 1994 — 1997
J.D.
Wellesley College 1989 — 1994
B.A., Political Science
AICPA June 2006 - Present
Northern Trust Company 2002 - 2006
Federal Reserve Bank of Chicago 2000 - 2002
Federal Reserve Bank of Atlanta 1997 - 2000
Skills
Estate Planning, Due Diligence, Tax, Strategic Financial..., Litigation Support, Accounting, CPA, Finance, Corporate Governance, Financial Planning, Internal Audit, Internal Controls, Mergers, Tax Law, Auditing, Financial Analysis
Education
Tulane University Law School 1994 — 1997
J.D.
Wellesley College 1989 — 1994
B.A., Political Science
Scott Dille's Northern Trust Company Experience March 2012 - Present
Job Director of Client & Partner Experience at Northern Trust Company
Industry Financial Services
Experience
Northern Trust Company March 2012 - Present
Northern Trust January 2007 - November 2009
JPMorgan February 1987 - April 2006
Skills
Wealth Management, Leadership, Portfolio Management, Wealth Management..., Business Strategy, Asset Management, Investments, Private Banking, Financial Services, Change Management, Alternative Investments, Asset Allocation, Employee Engagement, Strategy, Equities, Banking, Risk Management, Hedge Funds, High Net Worth..., Management, Investment Management, New Business Development, Fixed Income, Mutual Funds, Securities, Investment Advisory, Mergers & Acquisitions, Credit, Investment Strategies, Private Equity, Trust Services, Strategic Financial..., Customer Experience, Design Thinking, ETFs
Education
Southern Methodist University - Cox School of Business 1985 — 1987
MBA, Finance, General
University of Missouri-Columbia 1976 — 1980
BSBA, Finance, General
Northern Trust Company March 2012 - Present
Northern Trust January 2007 - November 2009
JPMorgan February 1987 - April 2006
Skills
Wealth Management, Leadership, Portfolio Management, Wealth Management..., Business Strategy, Asset Management, Investments, Private Banking, Financial Services, Change Management, Alternative Investments, Asset Allocation, Employee Engagement, Strategy, Equities, Banking, Risk Management, Hedge Funds, High Net Worth..., Management, Investment Management, New Business Development, Fixed Income, Mutual Funds, Securities, Investment Advisory, Mergers & Acquisitions, Credit, Investment Strategies, Private Equity, Trust Services, Strategic Financial..., Customer Experience, Design Thinking, ETFs
Education
Southern Methodist University - Cox School of Business 1985 — 1987
MBA, Finance, General
University of Missouri-Columbia 1976 — 1980
BSBA, Finance, General
Kevin Duman's Northern Trust Company Experience October 2009 - January 2010
Job Business Anaylst IV
Industry Computer Software
Experience
OptumRx October 2011 - Present
Duman Consulting, LLC October 2009 - October 2011
Northern Trust January 2010 - September 2010
Northern Trust Company October 2009 - January 2010
Accenture September 2008 - September 2009
Accenture February 2008 - September 2008
Accenture 2006 - January 2008
Accenture 1999 - 2005
Accenture March 1998 - 1999
Donlen Corporation 1996 - March 1998
Skills
SharePoint, Project Management, Microsoft SQL Server, .NET, XML, Visual Basic, Product Management, PL/SQL, Database Design, COBOL, Visual Studio, T-SQL, OOP, Microsoft Office, ADO.NET, Windows Vista, Windows NT, Windows 2000, Microsoft Windows 98, Requirements Analysis, Integration, SQL, Business Analysis, Software Documentation, SDLC, Business Requirements
Education
The University of Kansas 1984 — 1989
BS, Computer Science
ITIL Training
OptumRx October 2011 - Present
Duman Consulting, LLC October 2009 - October 2011
Northern Trust January 2010 - September 2010
Northern Trust Company October 2009 - January 2010
Accenture September 2008 - September 2009
Accenture February 2008 - September 2008
Accenture 2006 - January 2008
Accenture 1999 - 2005
Accenture March 1998 - 1999
Donlen Corporation 1996 - March 1998
Skills
SharePoint, Project Management, Microsoft SQL Server, .NET, XML, Visual Basic, Product Management, PL/SQL, Database Design, COBOL, Visual Studio, T-SQL, OOP, Microsoft Office, ADO.NET, Windows Vista, Windows NT, Windows 2000, Microsoft Windows 98, Requirements Analysis, Integration, SQL, Business Analysis, Software Documentation, SDLC, Business Requirements
Education
The University of Kansas 1984 — 1989
BS, Computer Science
ITIL Training
Matt Tranowski Matt Tranowski's Northern Trust Company Experience February 2007 - September 2012
Job Client Relationship Manager at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation April 2015 - Present
Northern Trust November 2013 - Present
Northern Trust September 2012 - October 2013
Northern Trust Company February 2007 - September 2012
AEGON Corp. /Life Investors Financial Group November 2006 - February 2007
Skills
Investments, Equities, Portfolio Management, Alternative Investments, Private Equity, Valuation, Fixed Income, Mutual Funds, Finance, Asset Management, Wealth Management, Investment Management, Investment Advisory, Loans
Education
St. Ambrose University 2002 — 2006
BA, Finance and Economics
Northern Trust Corporation April 2015 - Present
Northern Trust November 2013 - Present
Northern Trust September 2012 - October 2013
Northern Trust Company February 2007 - September 2012
AEGON Corp. /Life Investors Financial Group November 2006 - February 2007
Skills
Investments, Equities, Portfolio Management, Alternative Investments, Private Equity, Valuation, Fixed Income, Mutual Funds, Finance, Asset Management, Wealth Management, Investment Management, Investment Advisory, Loans
Education
St. Ambrose University 2002 — 2006
BA, Finance and Economics
Mickey Weibeler Mickey Weibeler's Northern Trust Company Experience March 2009 - December 2012
Job Senior Solutions Engineer at CenturyLink
Industry Information Technology and Services
Experience
CenturyLink April 2015 - Present
Blue Cross and Blue Shield Association December 2012 - March 2015
Northern Trust Company March 2009 - December 2012
Northern Trust Corporation September 2000 - March 2009
Northern Trust Corporation September 1998 - September 2000
Skills
VMware Infrastructure, Windows Server, Active Directory, VMware ESX, Security, Virtualization, Mergers, Relocations, Vulnerability Assessment, Virtual Server, Cloud Computing, Linux, HP Proliant, HP, Windows Server 2003, Windows Server 2008, DNS, Hardware, TCP/IP, SCOM, WINS, VMware, Servers, NT 4.0, DHCP, Group Policy, Disaster Recovery, Data Center, IT Operations, System Administration, vSphere, IT Management, Server Architecture, Clustering, Unix Operating Systems, AIX, Hitachi Storage, NetApp, Brocade Fibre Switches, Brocade, Hitachi SAN, Cluster, Enterprise Software, Software Documentation, Mergers & Acquisitions, Relocation, Unix
Education
Southern Illinois University, Carbondale 1986 — 1991
Bachelor of Arts in English, English
Southern Illinois University, Carbondale 1986 — 1991
Bachelor of Science in Paralegal Studies, Paralegal Studies
CenturyLink April 2015 - Present
Blue Cross and Blue Shield Association December 2012 - March 2015
Northern Trust Company March 2009 - December 2012
Northern Trust Corporation September 2000 - March 2009
Northern Trust Corporation September 1998 - September 2000
Skills
VMware Infrastructure, Windows Server, Active Directory, VMware ESX, Security, Virtualization, Mergers, Relocations, Vulnerability Assessment, Virtual Server, Cloud Computing, Linux, HP Proliant, HP, Windows Server 2003, Windows Server 2008, DNS, Hardware, TCP/IP, SCOM, WINS, VMware, Servers, NT 4.0, DHCP, Group Policy, Disaster Recovery, Data Center, IT Operations, System Administration, vSphere, IT Management, Server Architecture, Clustering, Unix Operating Systems, AIX, Hitachi Storage, NetApp, Brocade Fibre Switches, Brocade, Hitachi SAN, Cluster, Enterprise Software, Software Documentation, Mergers & Acquisitions, Relocation, Unix
Education
Southern Illinois University, Carbondale 1986 — 1991
Bachelor of Arts in English, English
Southern Illinois University, Carbondale 1986 — 1991
Bachelor of Science in Paralegal Studies, Paralegal Studies
Anthony Lawal, MBA Anthony Lawal, MBA's Northern Trust Company Experience May 2012 - April 2014
Job Accountant at Northern Trust Corporation
Industry Accounting
Experience
Northern Trust Corporation April 2014 - Present
Northern Trust Company May 2012 - April 2014
REGA USA, LLc May 2011 - January 2012
Chicago Transit Authority June 2008 - August 2008
Forest Preserve District of Cook County August 2005 - May 2008
Skills
Accounts Payable, General Ledger, Accounting, Cash Flow, Financial Analysis, Financial Statements, Fixed Assets, Tax, Finance, Access, Journal Entries, Budgets
Education
University of Illinois at Chicago 2002 — 2008
Accounting, Accounting
Northern Trust Corporation April 2014 - Present
Northern Trust Company May 2012 - April 2014
REGA USA, LLc May 2011 - January 2012
Chicago Transit Authority June 2008 - August 2008
Forest Preserve District of Cook County August 2005 - May 2008
Skills
Accounts Payable, General Ledger, Accounting, Cash Flow, Financial Analysis, Financial Statements, Fixed Assets, Tax, Finance, Access, Journal Entries, Budgets
Education
University of Illinois at Chicago 2002 — 2008
Accounting, Accounting
Jennifer Whalen's Northern Trust Company Experience 1994 - 1995
Job Program Lead, Global Knowledge Services Metrics and Analytics
Industry Management Consulting
Experience
Deloitte May 2013 - Present
Deloitte April 2010 - April 2013
Deloitte Consulting 1999 - 2001
Deloitte Consulting September 1996 - August 1999
Northern Trust Company 1994 - 1995
Skills
Knowledge Management, enterprise search, web analytics, Project Management, Web Analytics, Software Project..., Enterprise Search, Analytics, Strategy, Requirements Analysis, Program Management, Product Management, Management Consulting, Content Management, PMO, Business Analysis, User Experience, SDLC, Strategic Planning, Leadership, SharePoint, Business Process..., Change Management, Process Improvement, Requirements Gathering, CRM, Management, Consulting, IT Strategy, Business Intelligence
Education
University of Notre Dame 1989 — 1993
BA, Economics, Computer Appications
Deloitte May 2013 - Present
Deloitte April 2010 - April 2013
Deloitte Consulting 1999 - 2001
Deloitte Consulting September 1996 - August 1999
Northern Trust Company 1994 - 1995
Skills
Knowledge Management, enterprise search, web analytics, Project Management, Web Analytics, Software Project..., Enterprise Search, Analytics, Strategy, Requirements Analysis, Program Management, Product Management, Management Consulting, Content Management, PMO, Business Analysis, User Experience, SDLC, Strategic Planning, Leadership, SharePoint, Business Process..., Change Management, Process Improvement, Requirements Gathering, CRM, Management, Consulting, IT Strategy, Business Intelligence
Education
University of Notre Dame 1989 — 1993
BA, Economics, Computer Appications
Claudia Sangster's Northern Trust Company Experience September 2014 - Present
Job Director, Family Education and Governance, Wealth Advisory Services
Industry Financial Services
Experience
Northern Trust Company September 2014 - Present
CTC Consulting Harris myCFO August 2000 - 2014
Pepperdine University January 1993 - July 2000
Skills
Philanthropy, Nonprofits, Fundraising, Strategic Planning, Estate Planning, Public Speaking, Leadership Development, Strategy, Organizational..., Planned Giving, Leadership, Board Development, Non-profits, Investments, Event Management, Strategic Financial..., Family Education and..., Wealth Management, Program Development, Financial Planning
Education
University of Houston Law Center 1980 — 1981
JD, Law
Pepperdine University 1972 — 1976
BA, Sociology
Sharpstown High School
Northern Trust Company September 2014 - Present
CTC Consulting Harris myCFO August 2000 - 2014
Pepperdine University January 1993 - July 2000
Skills
Philanthropy, Nonprofits, Fundraising, Strategic Planning, Estate Planning, Public Speaking, Leadership Development, Strategy, Organizational..., Planned Giving, Leadership, Board Development, Non-profits, Investments, Event Management, Strategic Financial..., Family Education and..., Wealth Management, Program Development, Financial Planning
Education
University of Houston Law Center 1980 — 1981
JD, Law
Pepperdine University 1972 — 1976
BA, Sociology
Sharpstown High School
M. Julie McKinley M. Julie McKinley's Northern Trust Company Experience October 1991 - February 2011
Job CEO and President at Fiduciary Counselling, Inc.
Industry Financial Services
Experience
Fiduciary Counselling, Inc. February 2011 - Present
Fiduciary Counselling, Inc. February 2011 - Present
Fiduciary Counselling, Inc. February 2011 - Present
Northern Trust Company October 1991 - February 2011
Harris Bank 1984 - 1991
Skills
Wealth Management, Asset Allocation, Asset Managment, Alternative Investments, Portfolio Management, Mutual Funds, Asset Management, Equities, Trust Services, Wealth Management..., Investment Management, Estate Planning, Investment Advisory, Series 7, Hedge Funds, Securities, High Net Worth..., Investment Strategies, Wealth, Investments, Fixed Income, Financial Services, Bonds, Financial Advisory, Retirement Planning, Series 63, Strategic Financial..., Financial Planners, 401k, Retirement, Financial Markets, Capital Markets, Private Equity, Private Banking, Options, Trading, ETFs, Trusts, Financial Planning
Education
Saint Mary's College 1974 — 1978
B.A., English Literature, Humanistic Studies
Woodlands Academy of the Sacred Heart 1970 — 1974
high school
Fiduciary Counselling, Inc. February 2011 - Present
Fiduciary Counselling, Inc. February 2011 - Present
Fiduciary Counselling, Inc. February 2011 - Present
Northern Trust Company October 1991 - February 2011
Harris Bank 1984 - 1991
Skills
Wealth Management, Asset Allocation, Asset Managment, Alternative Investments, Portfolio Management, Mutual Funds, Asset Management, Equities, Trust Services, Wealth Management..., Investment Management, Estate Planning, Investment Advisory, Series 7, Hedge Funds, Securities, High Net Worth..., Investment Strategies, Wealth, Investments, Fixed Income, Financial Services, Bonds, Financial Advisory, Retirement Planning, Series 63, Strategic Financial..., Financial Planners, 401k, Retirement, Financial Markets, Capital Markets, Private Equity, Private Banking, Options, Trading, ETFs, Trusts, Financial Planning
Education
Saint Mary's College 1974 — 1978
B.A., English Literature, Humanistic Studies
Woodlands Academy of the Sacred Heart 1970 — 1974
high school
Gail Cotton Michaud Gail Cotton Michaud's Northern Trust Company Experience December 1988 - September 1993
Job
Industry Oil & Energy
Experience
Minerale Resources Inc. (part time consulting) February 1999 - Present
Bessemer Trust Company June 2007 - December 2014
First National Bank of Chicago 1993 - 1999
Northern Trust Company December 1988 - September 1993
Education
Southern Methodist University 1995 — 1997
MBA, Business
Southern Methodist University - Cox School of Business 1995 — 1997
MBA, Business
Minerale Resources Inc. (part time consulting) February 1999 - Present
Bessemer Trust Company June 2007 - December 2014
First National Bank of Chicago 1993 - 1999
Northern Trust Company December 1988 - September 1993
Education
Southern Methodist University 1995 — 1997
MBA, Business
Southern Methodist University - Cox School of Business 1995 — 1997
MBA, Business
Steve Wasilowski Steve Wasilowski's Northern Trust Company Experience 1985 - 2005
Job Chief Operating Officer at FitzGerald Associates Architects
Industry Architecture & Planning
Experience
FitzGerald Associates Architects 2005 - Present
Northern Trust Company 1985 - 2005
Skills
Entrepreneurship, Construction, Due Diligence, Real Estate Economics, Architecture, Banking, Real Estate Transactions, Affordable Housing, Real Estate Development, Underwriting, Feasibility Studies, Green Building, Business Development, Financial Risk, Marketing, Real Estate, Submittals, Credit, Risk Management, Commercial Real Estate, Business Strategy, LEED AP, Zoning, Finance, Leadership, Strategic Planning, Portfolio Management, Comprehensive Planning, Mixed-use, Contract Negotiation, Loans, Real Estate Financing, Architectural Design, Mortgage Lending, Team Building, Sustainable Design, Construction Management, Financial Analysis, Residential Homes, Entitlements, Proposal Writing, Commercial Lending, LEED, Renovation, Negotiation, Asset Managment, Construction Drawings, BIM, Design Research, Revit
Education
University of Wisconsin-Milwaukee 1975 — 1977
Bachelor of Architecture, Architecture and Planning History
Saint John's University
FitzGerald Associates Architects 2005 - Present
Northern Trust Company 1985 - 2005
Skills
Entrepreneurship, Construction, Due Diligence, Real Estate Economics, Architecture, Banking, Real Estate Transactions, Affordable Housing, Real Estate Development, Underwriting, Feasibility Studies, Green Building, Business Development, Financial Risk, Marketing, Real Estate, Submittals, Credit, Risk Management, Commercial Real Estate, Business Strategy, LEED AP, Zoning, Finance, Leadership, Strategic Planning, Portfolio Management, Comprehensive Planning, Mixed-use, Contract Negotiation, Loans, Real Estate Financing, Architectural Design, Mortgage Lending, Team Building, Sustainable Design, Construction Management, Financial Analysis, Residential Homes, Entitlements, Proposal Writing, Commercial Lending, LEED, Renovation, Negotiation, Asset Managment, Construction Drawings, BIM, Design Research, Revit
Education
University of Wisconsin-Milwaukee 1975 — 1977
Bachelor of Architecture, Architecture and Planning History
Saint John's University
Daniel Watt Daniel Watt's Northern Trust Company Experience March 2000 - June 2008
Job Senior Vice President at U. S. Bank
Industry Financial Services
Experience
U. S. Bank August 2010 - Present
Fiduciary Advisors, Inc. November 2009 - August 2010
Northern Trust company March 2000 - June 2008
Bank of America 1994 - 1999
Boatmen's Trust Company 1988 - 1994
Skills
Wealth Management, Banking, Portfolio Management, Asset Management, Investments, Trust Management, Asset Managment, Estate Planning, Due Diligence, Financial Advisory, Trust Services, Commercial Banking, Financial Services, Asset Allocation, Leadership, Private Banking, Investment Strategies, Management, Relationship Management, Investment Management, Investment Advisory, Retirement Planning, Fixed Income, Capital Markets, Wealth Management..., Financial Modeling
Education
University of Missouri-Kansas City School of Law 1969 — 1972
JD
Beloit College 1965 — 1969
BA, History
U. S. Bank August 2010 - Present
Fiduciary Advisors, Inc. November 2009 - August 2010
Northern Trust company March 2000 - June 2008
Bank of America 1994 - 1999
Boatmen's Trust Company 1988 - 1994
Skills
Wealth Management, Banking, Portfolio Management, Asset Management, Investments, Trust Management, Asset Managment, Estate Planning, Due Diligence, Financial Advisory, Trust Services, Commercial Banking, Financial Services, Asset Allocation, Leadership, Private Banking, Investment Strategies, Management, Relationship Management, Investment Management, Investment Advisory, Retirement Planning, Fixed Income, Capital Markets, Wealth Management..., Financial Modeling
Education
University of Missouri-Kansas City School of Law 1969 — 1972
JD
Beloit College 1965 — 1969
BA, History
Joanne Uffner Joanne Uffner's Northern Trust Company Experience March 2010 - Present
Job Manager, Information Services at The Northern Trust Company
Industry Pharmaceuticals
Experience
Northern Trust Company March 2010 - Present
Hospira January 2004 - April 2010
Nortel September 1984 - September 2001
Skills
Project Management, Process Improvement, Software Documentation, Vendor Management, CRM, ITIL, Integration, Program Management, Team Leadership, Management, Telecommunications, Leadership, Business Process..., Product Management, VMware, Unified Communications, Sales Operations
Education
Penn State University
Telecommunications Technology
Northern Trust Company March 2010 - Present
Hospira January 2004 - April 2010
Nortel September 1984 - September 2001
Skills
Project Management, Process Improvement, Software Documentation, Vendor Management, CRM, ITIL, Integration, Program Management, Team Leadership, Management, Telecommunications, Leadership, Business Process..., Product Management, VMware, Unified Communications, Sales Operations
Education
Penn State University
Telecommunications Technology
Carell Freeman Carell Freeman's Northern Trust Company Experience August 1978 - June 1985
Job owner at Agricultural Real Estate Brokerage
Industry Real Estate
Experience
Carell Freeman September 1988 - Present
Riceland Properties, LLC October 1993 - April 1998
Mollicy Farm June 1985 - December 1987
Northern Trust Company August 1978 - June 1985
Skills
Real Estate, Land, Ranches, Investment Properties, Farms, Agriculture, Ranch, Brokerage, Leases, Management
Education
University of Arkansas at Fayetteville 1967 — 1974
Bachelor of Science (B.S.), Animal Sciences
Carell Freeman September 1988 - Present
Riceland Properties, LLC October 1993 - April 1998
Mollicy Farm June 1985 - December 1987
Northern Trust Company August 1978 - June 1985
Skills
Real Estate, Land, Ranches, Investment Properties, Farms, Agriculture, Ranch, Brokerage, Leases, Management
Education
University of Arkansas at Fayetteville 1967 — 1974
Bachelor of Science (B.S.), Animal Sciences
Gina Pantone-Urwin Gina Pantone-Urwin's Northern Trust Company Experience May 2007 - August 2013
Job Operations Associate at Vontobel Asset Management
Industry Financial Services
Experience
Vontobel Asset Management September 2013 - Present
Northern Trust Company May 2007 - August 2013
Jewel‐Osco January 1998 - January 2007
Skills
Superior Client Service, Account Reconciliation, Financial Services, Investments, Troubleshooting, Employee Training, Securities, Banking, Equities, Copy Editing, Writing, Adobe Acrobat, Adobe Creative Suite, Windows 7, Mac OS, Microsoft Excel, Microsoft Word, Portfolio Management, PowerPoint, Financial Analysis, Client Relations Skills, Project Management
Education
Saint Xavier University 2000 — 2005
Bachelor of Arts, English
Vontobel Asset Management September 2013 - Present
Northern Trust Company May 2007 - August 2013
Jewel‐Osco January 1998 - January 2007
Skills
Superior Client Service, Account Reconciliation, Financial Services, Investments, Troubleshooting, Employee Training, Securities, Banking, Equities, Copy Editing, Writing, Adobe Acrobat, Adobe Creative Suite, Windows 7, Mac OS, Microsoft Excel, Microsoft Word, Portfolio Management, PowerPoint, Financial Analysis, Client Relations Skills, Project Management
Education
Saint Xavier University 2000 — 2005
Bachelor of Arts, English
Allen Brown Allen Brown's Northern Trust Company Experience October 2012 - Present
Job Texas Senior Lender at Northern Trust Company
Industry Financial Services
Experience
Northern Trust Company October 2012 - Present
Sterling Bank December 2004 - August 2011
MetroBank and Metrocorp August 2001 - July 2004
Redstone and Northwest Banks October 1996 - August 2001
First Interstate Bank of Texas and First Interstate Bancorp 1988 - 1996
First Interstate Bank of Oklahoma July 1986 - November 1988
First National Bank and Trust of Oklahoma City December 1984 - July 1986
Continental Illinois National Bank and Trust Company of Chicago June 1978 - December 1984
Skills
Executive Management, Strategic Planning, Commercial Banking, Credit Risk Certified, New Business Development, Private Banking, International Banking, Energy banking, Corporate Reorganization, Banking, Credit Risk, Commercial Lending, Corporate Actions, Energy, Asset Based Lending, Credit, Credit Analysis, Due Diligence, Finance, Financial Analysis, Investments, Leadership, Loans, Mergers & Acquisitions, Portfolio Management, Real Estate, Treasury Management, Wealth Management
Education
Vanderbilt University - Owen Graduate School of Management 1976 — 1978
MBA, Finance
Mississippi State University - College of Business and Industry 1971 — 1973
BS, Production Management
Northern Trust Company October 2012 - Present
Sterling Bank December 2004 - August 2011
MetroBank and Metrocorp August 2001 - July 2004
Redstone and Northwest Banks October 1996 - August 2001
First Interstate Bank of Texas and First Interstate Bancorp 1988 - 1996
First Interstate Bank of Oklahoma July 1986 - November 1988
First National Bank and Trust of Oklahoma City December 1984 - July 1986
Continental Illinois National Bank and Trust Company of Chicago June 1978 - December 1984
Skills
Executive Management, Strategic Planning, Commercial Banking, Credit Risk Certified, New Business Development, Private Banking, International Banking, Energy banking, Corporate Reorganization, Banking, Credit Risk, Commercial Lending, Corporate Actions, Energy, Asset Based Lending, Credit, Credit Analysis, Due Diligence, Finance, Financial Analysis, Investments, Leadership, Loans, Mergers & Acquisitions, Portfolio Management, Real Estate, Treasury Management, Wealth Management
Education
Vanderbilt University - Owen Graduate School of Management 1976 — 1978
MBA, Finance
Mississippi State University - College of Business and Industry 1971 — 1973
BS, Production Management
Doug Diehl Doug Diehl's Northern Trust Company Experience October 2011 - Present
Job Wealth Strategist at Northern Trust; Helping clients meet their wealth management goals
Industry Financial Services
Experience
Northern Trust Company October 2011 - Present
Cavan Real Estate Investments August 2007 - April 2011
Marsh April 2004 - August 2007
Ernst & Young January 1995 - April 2004
Skills
Investment Management, Trust & Estate, Wealth Management, Philanthropy, Family Office Services, Business Development, Real Estate, Alternative Investments, Trust, Entrepreneurship, Start-ups, Investor Relations, Strategy, Asset Management, Financial Analysis, Finance, Coaching, Family Office, Investments, Leadership, Wealth, Estate Planning, Executive Management, Financial Modeling, Corporate Finance, Selling, Private Equity, Tax, Venture Capital, Portfolio Management, Wealth Management..., Strategic Financial..., Investment Strategies, Sales
Education
University of Phoenix 2002 — 2003
Financial Planning
MidAmerica Nazarene University 1981 — 1985
BA with Honors, Management / Marketing
Northern Trust Company October 2011 - Present
Cavan Real Estate Investments August 2007 - April 2011
Marsh April 2004 - August 2007
Ernst & Young January 1995 - April 2004
Skills
Investment Management, Trust & Estate, Wealth Management, Philanthropy, Family Office Services, Business Development, Real Estate, Alternative Investments, Trust, Entrepreneurship, Start-ups, Investor Relations, Strategy, Asset Management, Financial Analysis, Finance, Coaching, Family Office, Investments, Leadership, Wealth, Estate Planning, Executive Management, Financial Modeling, Corporate Finance, Selling, Private Equity, Tax, Venture Capital, Portfolio Management, Wealth Management..., Strategic Financial..., Investment Strategies, Sales
Education
University of Phoenix 2002 — 2003
Financial Planning
MidAmerica Nazarene University 1981 — 1985
BA with Honors, Management / Marketing
Tania Miaoulis, CPA Tania Miaoulis, CPA's Northern Trust Company Experience May 2008 - June 2009
Job Accounting Manager at Goodwill of Central Arizona
Industry Accounting
Experience
Goodwill of Central Arizona April 2014 - Present
Goodwill of Central Arizona January 2012 - April 2014
Wilmington Trust September 2009 - January 2012
Northern Trust Company May 2008 - June 2009
American Red Cross of Greater Chicago January 2008 - May 2008
Skills
Accounting, Bank Reconciliation, Accounts Payable, Accounts Receivable, Auditing, Bloomberg, Microsoft Excel, Valuation, Bonds, 401k, Great Plains Software, Lotus Notes, Financial Reporting, Cash Flow, Internal Controls, Management, Financial Accounting, Financial Analysis, Microsoft Office
Education
University of Illinois at Chicago 2007 — 2008
Master of Science, Accounting
University of Illinois at Chicago 2003 — 2007
Bachelor of Science, Accounting
Goodwill of Central Arizona April 2014 - Present
Goodwill of Central Arizona January 2012 - April 2014
Wilmington Trust September 2009 - January 2012
Northern Trust Company May 2008 - June 2009
American Red Cross of Greater Chicago January 2008 - May 2008
Skills
Accounting, Bank Reconciliation, Accounts Payable, Accounts Receivable, Auditing, Bloomberg, Microsoft Excel, Valuation, Bonds, 401k, Great Plains Software, Lotus Notes, Financial Reporting, Cash Flow, Internal Controls, Management, Financial Accounting, Financial Analysis, Microsoft Office
Education
University of Illinois at Chicago 2007 — 2008
Master of Science, Accounting
University of Illinois at Chicago 2003 — 2007
Bachelor of Science, Accounting
Eric Sternberg Eric Sternberg's Northern Trust Company Experience 2011 - Present
Job Derivatives Analyst at Northern Trust Company
Industry Financial Services
Experience
Northern Trust Company 2011 - Present
Northern Trust November 2011 - April 2012
Northern Trust September 2011 - October 2011
CMS Solutions March 2011 - June 2011
Edward Jones May 2009 - August 2009
Corcoran's Pub January 2006 - January 2008
Education
Truman State University
Bachelor of Science, Finance
Northern Trust Company 2011 - Present
Northern Trust November 2011 - April 2012
Northern Trust September 2011 - October 2011
CMS Solutions March 2011 - June 2011
Edward Jones May 2009 - August 2009
Corcoran's Pub January 2006 - January 2008
Education
Truman State University
Bachelor of Science, Finance
Paul Lind's Northern Trust Company Experience March 1979 - October 1982
Job Member at Advisory Comm. Phi Gamma Delta
Industry Construction
Experience
Phi Gamma Delta July 2010 - Present
Inspections Plus October 1987 - Present
Inspections Plus September 1987 - September 2011
Johnson Controls March 1990 - May 1996
Hyatt Hotels Corporation November 1982 - July 1984
Northern Trust Company March 1979 - October 1982
Trane Company June 1966 - May 1974
Skills
Energy Audits, Property Inspection, Sales Engineer, Engineering, Inspection, Real Estate, Commissioning, HVAC, Budgets, Energy Efficiency, Process Scheduler, Air Conditioning, Energy Management
Education
U. of Wisconsin 1974 — 1984
Continuing Ed, Energy Conservation
Purdue University 1961 — 1966
BS, Mechanical Engineering
Phi Gamma Delta July 2010 - Present
Inspections Plus October 1987 - Present
Inspections Plus September 1987 - September 2011
Johnson Controls March 1990 - May 1996
Hyatt Hotels Corporation November 1982 - July 1984
Northern Trust Company March 1979 - October 1982
Trane Company June 1966 - May 1974
Skills
Energy Audits, Property Inspection, Sales Engineer, Engineering, Inspection, Real Estate, Commissioning, HVAC, Budgets, Energy Efficiency, Process Scheduler, Air Conditioning, Energy Management
Education
U. of Wisconsin 1974 — 1984
Continuing Ed, Energy Conservation
Purdue University 1961 — 1966
BS, Mechanical Engineering
James Bridgman's Northern Trust Company Experience December 2009 - November 2012
Job Regional Director Northern Trust Global Family & Private Investment Offices
Industry Financial Services
Experience
Northern Trust November 2012 - Present
Northern Trust Company December 2009 - November 2012
Citi Private Bank October 2006 - January 2010
Northern Trust Global Investments 1995 - 2006
Aetna Capital Management 1986 - 1995
Skills
Wealth Management, Alternative Investments, Series 7, Wealth Management..., Mutual Funds, Asset Managment, High Net Worth..., Investments, Series 63, Investment Management, Equities, Finance, Financial Services, Fixed Income, Financial Advisory, Investment Advisory, Private Banking, Securities, Investment Strategies, Asset Management, Morningstar, Asset Allocation, Hedge Funds
Education
Texas Tech University - Rawls College of Business 1982 — 1986
Bachelor of Business Administration (B.B.A.), Finance, General
Northern Trust November 2012 - Present
Northern Trust Company December 2009 - November 2012
Citi Private Bank October 2006 - January 2010
Northern Trust Global Investments 1995 - 2006
Aetna Capital Management 1986 - 1995
Skills
Wealth Management, Alternative Investments, Series 7, Wealth Management..., Mutual Funds, Asset Managment, High Net Worth..., Investments, Series 63, Investment Management, Equities, Finance, Financial Services, Fixed Income, Financial Advisory, Investment Advisory, Private Banking, Securities, Investment Strategies, Asset Management, Morningstar, Asset Allocation, Hedge Funds
Education
Texas Tech University - Rawls College of Business 1982 — 1986
Bachelor of Business Administration (B.B.A.), Finance, General
James Brendel James Brendel's Northern Trust Company Experience November 2006 - June 2007
Job Product Manager, Portfolio Accounting & Management
Industry Financial Services
Experience
Morningstar July 2013 - Present
Morningstar, Inc January 2011 - July 2013
Morningstar, Inc. July 2007 - January 2011
University of Illinois at Chicago 2006 - December 2008
Northern Trust Company November 2006 - June 2007
Northern Trust 2004 - 2007
Northern Trust Bank February 2005 - October 2006
U.S. Army November 1996 - September 2004
Risetime 2004 - 2004
Risetime 2004 - 2004
Skills
Investments, Financial Planning, Forecasting, Business Analysis, Process Improvement, Financial Forecasting, Business Process Analyst, Agile Project Management, Lean Sigma, Strategic Financial..., Morningstar Direct, Six Sigma, Strategy, Financial Modeling, Business Development, Tax-advantaged..., Mutual Funds, Asset Management, Marketing Strategy, Asset Allocation, Product Management, Investment Management, Integration, Business Process, Financial Services, Team Management, Management, Banking, Portfolio Management, Risk Management, Relationship Management
Education
University of Illinois at Chicago 2005 — 2008
MBA
Southern Illinois University, Carbondale 1988 — 1992
B.S.
Morningstar July 2013 - Present
Morningstar, Inc January 2011 - July 2013
Morningstar, Inc. July 2007 - January 2011
University of Illinois at Chicago 2006 - December 2008
Northern Trust Company November 2006 - June 2007
Northern Trust 2004 - 2007
Northern Trust Bank February 2005 - October 2006
U.S. Army November 1996 - September 2004
Risetime 2004 - 2004
Risetime 2004 - 2004
Skills
Investments, Financial Planning, Forecasting, Business Analysis, Process Improvement, Financial Forecasting, Business Process Analyst, Agile Project Management, Lean Sigma, Strategic Financial..., Morningstar Direct, Six Sigma, Strategy, Financial Modeling, Business Development, Tax-advantaged..., Mutual Funds, Asset Management, Marketing Strategy, Asset Allocation, Product Management, Investment Management, Integration, Business Process, Financial Services, Team Management, Management, Banking, Portfolio Management, Risk Management, Relationship Management
Education
University of Illinois at Chicago 2005 — 2008
MBA
Southern Illinois University, Carbondale 1988 — 1992
B.S.
Richard Jurek's Northern Trust Company Experience February 2004 - January 2008
Job President, Inland Marketing & Communications, and coauthor, Marketing the Moon (MIT Press 2014)
Industry Marketing and Advertising
Experience
Inland Marketing & Communications, Inc January 2008 - Present
Northern Trust Company February 2004 - January 2008
Northern Trust February 2002 - February 2004
Northern Trust February 1998 - February 2002
CNA International January 1996 - February 1998
Northern Trust May 1993 - February 1996
SIU Press May 1986 - May 1989
Skills
Marketing Strategy, Corporate Communications, Internal Communications, Marketing Communications, Media Relations, Investments, Crisis Communications, Leadership, Event Management, Management, Advertising, Nonprofits, Team Building, Corporate Branding, Integrated Marketing, Social Media, Brand Development, Budgets, Strategy, Contract Negotiation, Negotiation, Email Marketing, Social Media Marketing, Marketing, Public Relations, Real Estate
Education
Schiller International University 1991 — 1992
MIM, International Business
Southern Illinois University, Carbondale 1985 — 1991
BA, MA, English/Creative Writing/Advertising
Inland Marketing & Communications, Inc January 2008 - Present
Northern Trust Company February 2004 - January 2008
Northern Trust February 2002 - February 2004
Northern Trust February 1998 - February 2002
CNA International January 1996 - February 1998
Northern Trust May 1993 - February 1996
SIU Press May 1986 - May 1989
Skills
Marketing Strategy, Corporate Communications, Internal Communications, Marketing Communications, Media Relations, Investments, Crisis Communications, Leadership, Event Management, Management, Advertising, Nonprofits, Team Building, Corporate Branding, Integrated Marketing, Social Media, Brand Development, Budgets, Strategy, Contract Negotiation, Negotiation, Email Marketing, Social Media Marketing, Marketing, Public Relations, Real Estate
Education
Schiller International University 1991 — 1992
MIM, International Business
Southern Illinois University, Carbondale 1985 — 1991
BA, MA, English/Creative Writing/Advertising
MaryKay Mark MaryKay Mark's Northern Trust Company Experience November 2010 - September 2014
Job Director of Gift Planning at Greater Milwaukee Foundation
Industry Philanthropy
Experience
Greater Milwaukee Foundation September 2014 - Present
Northern Trust Company November 2010 - September 2014
Northern Trust 2005 - November 2010
Fleck Foundation July 1996 - April 2002
Skills
Trust Services, High Net Worth..., Private Wealth..., Private Banking, Wealth Management, Estate Planning, Wealth Management..., Asset Allocation, Investment Management, Retirement Planning, Strategic Financial..., Series 7, Asset Management, Trusts, Alternative Investments, Estate Tax Planning, Securities, Mutual Funds, Portfolio Management, Finance, Derivatives, Investments, Banking, Commercial Lending, Equities, Risk Management, Credit Analysis, Financial Analysis, Loans, 401k, Due Diligence, Capital Markets, Cash Management, Investment Strategies, Fixed Income, Investment Advisory, Wealth, Financial Planning
Education
Marquette University
Bachelor of Science, Accounting
Greater Milwaukee Foundation September 2014 - Present
Northern Trust Company November 2010 - September 2014
Northern Trust 2005 - November 2010
Fleck Foundation July 1996 - April 2002
Skills
Trust Services, High Net Worth..., Private Wealth..., Private Banking, Wealth Management, Estate Planning, Wealth Management..., Asset Allocation, Investment Management, Retirement Planning, Strategic Financial..., Series 7, Asset Management, Trusts, Alternative Investments, Estate Tax Planning, Securities, Mutual Funds, Portfolio Management, Finance, Derivatives, Investments, Banking, Commercial Lending, Equities, Risk Management, Credit Analysis, Financial Analysis, Loans, 401k, Due Diligence, Capital Markets, Cash Management, Investment Strategies, Fixed Income, Investment Advisory, Wealth, Financial Planning
Education
Marquette University
Bachelor of Science, Accounting
Elizabeth Fischer Elizabeth Fischer's Northern Trust Company Experience October 2011 - April 2013
Job Senior Account Manager at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation May 2015 - Present
Deutsche Bank July 2014 - May 2015
Northern Trust April 2013 - June 2014
Northern Trust Company October 2011 - April 2013
Northern Trust Company April 2009 - October 2011
Northern Trust Company July 2007 - April 2009
Northern Trust Company June 2005 - July 2007
Skills
Finance, Management, Accounting, Analysis, Mutual Funds, Due Diligence, Software Documentation, Securities, Wealth Management, Time Management, Databases, Financial Services, Financial Reporting, Risk Management
Education
St. Ambrose University 2001 — 2005
Bachelor of Arts, Business Management
St. Ambrose University 2001 — 2005
Business Administration and Management, General
St. Ambrose University 2001 — 2005
Bachelor's Degree, Business Administration and Management, General
Northern Trust Corporation May 2015 - Present
Deutsche Bank July 2014 - May 2015
Northern Trust April 2013 - June 2014
Northern Trust Company October 2011 - April 2013
Northern Trust Company April 2009 - October 2011
Northern Trust Company July 2007 - April 2009
Northern Trust Company June 2005 - July 2007
Skills
Finance, Management, Accounting, Analysis, Mutual Funds, Due Diligence, Software Documentation, Securities, Wealth Management, Time Management, Databases, Financial Services, Financial Reporting, Risk Management
Education
St. Ambrose University 2001 — 2005
Bachelor of Arts, Business Management
St. Ambrose University 2001 — 2005
Business Administration and Management, General
St. Ambrose University 2001 — 2005
Bachelor's Degree, Business Administration and Management, General
Amanda Brizic's Northern Trust Company Experience April 2008 - November 2010
Job Studio Director at Yoga Tree Chicago
Industry Health, Wellness and Fitness
Experience
Yoga Tree Chicago July 2014 - Present
Yoga Tree Chicago May 2013 - Present
Fitness Formula Clubs July 2013 - Present
Private individual, group, and corporate sessions July 2010 - Present
Cheetah Gyms Inc. July 2015 - Present
Tula Yoga October 2011 - July 2015
Tula Yoga Studio April 2012 - March 2014
Alternative Health Group LLC November 2009 - June 2012
Balanced Body Integrated Wellness April 2011 - March 2012
Northern Trust Company April 2008 - November 2010
Skills
Yoga, Hatha Yoga, Teaching, Analysis, Fitness, Stress Management, Yin Yoga, Wellness, Healing, Sequence Alignment, Creative Sequencing, Ashtanga, Research, Hedge Funds, Vinyasa
Education
Alternative Health Group, LLC 2009 — 2009
RYT - 240, Hatha Yoga
Purdue University Calumet 2001 — 2006
Bachelor of Science, Accountancy
Yoga Tree Chicago July 2014 - Present
Yoga Tree Chicago May 2013 - Present
Fitness Formula Clubs July 2013 - Present
Private individual, group, and corporate sessions July 2010 - Present
Cheetah Gyms Inc. July 2015 - Present
Tula Yoga October 2011 - July 2015
Tula Yoga Studio April 2012 - March 2014
Alternative Health Group LLC November 2009 - June 2012
Balanced Body Integrated Wellness April 2011 - March 2012
Northern Trust Company April 2008 - November 2010
Skills
Yoga, Hatha Yoga, Teaching, Analysis, Fitness, Stress Management, Yin Yoga, Wellness, Healing, Sequence Alignment, Creative Sequencing, Ashtanga, Research, Hedge Funds, Vinyasa
Education
Alternative Health Group, LLC 2009 — 2009
RYT - 240, Hatha Yoga
Purdue University Calumet 2001 — 2006
Bachelor of Science, Accountancy
Patti Fleming's Northern Trust Company Experience 1990 - 2015
Job Experienced Sr. Project and Client Relationship Manager
Industry Financial Services
Experience
Northern Trust Company 1990 - 2015
Frito Lay 1980 - 1987
Skills
Client Servicing, Risk Management, Wealth Management, Global Custody, Management, Leadership, Project Management, Fiduciary Services, Product Development, Product Management, CRM, Trust Services, Banking, Financial Services, Financial Analysis, Finance, Accounting, Accounting Applications, Anti Money Laundering, USA PATRIOT Act, Financial Audits, Internal Audit, Regulatory Compliance, Asset Management, Investments, Financial Modeling
Education
Southern Methodist University - Cox School of Business
Bachelor's Degree, Accounting
Northern Trust Company 1990 - 2015
Frito Lay 1980 - 1987
Skills
Client Servicing, Risk Management, Wealth Management, Global Custody, Management, Leadership, Project Management, Fiduciary Services, Product Development, Product Management, CRM, Trust Services, Banking, Financial Services, Financial Analysis, Finance, Accounting, Accounting Applications, Anti Money Laundering, USA PATRIOT Act, Financial Audits, Internal Audit, Regulatory Compliance, Asset Management, Investments, Financial Modeling
Education
Southern Methodist University - Cox School of Business
Bachelor's Degree, Accounting
Joan Riise Joan Riise's Northern Trust Company Experience May 1969 - May 1975
Job Just Released! The Birthright of Mary Magdalene
Industry Writing and Editing
Experience
Self Employed, USA August 2014 - Present
St. Gregory the Great High School September 1997 - June 2009
Art Institute of Chicago November 1984 - May 1987
Kitsch, Inc. May 1972 - June 1984
Northern Trust Company May 1969 - May 1975
Skills
Nonprofits, Event Planning, Yoga, Fundraising, Non-profits, Leadership, Public Relations, Training, Newsletters, Public Speaking, Graphic Design, Meditation, Advertising, Art, Program Management, Teaching, Time Management, Marketing, Grant Writing, Wellness, Holistic Health
Education
Temple of Kriya Yoga 2009 — 2010
Yoga Teaching Certificate, Hatha Yoga
Oakton Community College 2010 — 2010
Certificate, Activity Director
Palm Beach Community College
Associate of Arts, Liberal Arts
Self Employed, USA August 2014 - Present
St. Gregory the Great High School September 1997 - June 2009
Art Institute of Chicago November 1984 - May 1987
Kitsch, Inc. May 1972 - June 1984
Northern Trust Company May 1969 - May 1975
Skills
Nonprofits, Event Planning, Yoga, Fundraising, Non-profits, Leadership, Public Relations, Training, Newsletters, Public Speaking, Graphic Design, Meditation, Advertising, Art, Program Management, Teaching, Time Management, Marketing, Grant Writing, Wellness, Holistic Health
Education
Temple of Kriya Yoga 2009 — 2010
Yoga Teaching Certificate, Hatha Yoga
Oakton Community College 2010 — 2010
Certificate, Activity Director
Palm Beach Community College
Associate of Arts, Liberal Arts
Isaac D. Carter Isaac D. Carter's Northern Trust Company Experience August 1988 - December 2003
Job Project Manager/Administrator at Chicago Public Schools/Dunbar Career Academy
Industry Education Management
Experience
Chicago Public Schools/Dunbar Career Academy January 2015 - Present
Black in the Game Golf May 2010 - Present
Paul Robeson College Prep July 2011 - March 2015
Board of Education/Chicago Public Schools January 2003 - September 2010
Northern Trust Company August 1988 - December 2003
Northern Trust Company August 1988 - December 2003
Skills
Fundraising, Microsoft Office, Strategic Planning, Teaching, Customer Relations, Non-profits, Team Building, New Business Development, Leadership Development, Sales Management, Coaching, Talent Management, Public Speaking, Market Research, Customer Service, Nonprofits, Management, Marketing, Budgets, Sales, Leadership, Event Planning, Community Outreach, Marketing Strategy, Program Development, CRM, Human Resources, Mentoring, Staff Development, Entrepreneurship, Program Management
Education
Princeton University 1981 — 1985
BA, Politics
Chicago Public Schools/Dunbar Career Academy January 2015 - Present
Black in the Game Golf May 2010 - Present
Paul Robeson College Prep July 2011 - March 2015
Board of Education/Chicago Public Schools January 2003 - September 2010
Northern Trust Company August 1988 - December 2003
Northern Trust Company August 1988 - December 2003
Skills
Fundraising, Microsoft Office, Strategic Planning, Teaching, Customer Relations, Non-profits, Team Building, New Business Development, Leadership Development, Sales Management, Coaching, Talent Management, Public Speaking, Market Research, Customer Service, Nonprofits, Management, Marketing, Budgets, Sales, Leadership, Event Planning, Community Outreach, Marketing Strategy, Program Development, CRM, Human Resources, Mentoring, Staff Development, Entrepreneurship, Program Management
Education
Princeton University 1981 — 1985
BA, Politics
Roger D. Beutler's Northern Trust Company Experience 1972 - 1973
Job Retired at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Retired RetiredMorgan Stanley Smith Barney2011 - 2012
Morgan Stanley Wealth Management 1977 - 2011
Northern Trust Company 1972 - 1973
U. S. Air Force 1966 - 1970
Skills
Stock Market Analysis, Investment Comparative..., Personal financial..., Wealth Management, Retirement, Estate Planning, Retirement Planning, Financial Advisory, Series 7, Investment Strategies, Securities, Portfolio Management, Personal Financial..., Asset Allocation, Financial Risk, Investment Advisory, Life Insurance
Education
University of Arkansas at Little Rock 1970 — 1972
Bachelor of Business Administration (BBA), Finance and Financial Management Services
The Ohio State University 1963 — 1965
None, Engineering
AHS 1960 — 1963
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Retired RetiredMorgan Stanley Smith Barney2011 - 2012
Morgan Stanley Wealth Management 1977 - 2011
Northern Trust Company 1972 - 1973
U. S. Air Force 1966 - 1970
Skills
Stock Market Analysis, Investment Comparative..., Personal financial..., Wealth Management, Retirement, Estate Planning, Retirement Planning, Financial Advisory, Series 7, Investment Strategies, Securities, Portfolio Management, Personal Financial..., Asset Allocation, Financial Risk, Investment Advisory, Life Insurance
Education
University of Arkansas at Little Rock 1970 — 1972
Bachelor of Business Administration (BBA), Finance and Financial Management Services
The Ohio State University 1963 — 1965
None, Engineering
AHS 1960 — 1963
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
James Kuehn James Kuehn's Northern Trust Company Experience June 1999 - February 2006
Job President & CEO at Northern Trust Wisconsin
Industry Banking
Experience
Northern Trust Company-Wisconsin March 2006 - Present
Northern Trust Company June 1999 - February 2006
M&I Investment Management Company January 1987 - May 1999
E. F. Hutton & Company April 1983 - December 1986
Smith Barney January 1981 - April 1983
Skills
Strategic Planning, Wealth Management, Asset Management, Finance, Leadership, Portfolio Management, Investments, Management, Financial Planning, Mutual Funds, Estate Planning, Financial Analysis, Marketing, Mergers & Acquisitions, Asset Allocation, Strategic Financial..., Marketing Strategy, Banking, Risk Management, Investment Banking
Education
Marquette University
Bachelor of Science (BS), Accounting
Regis University
Accounting
Northern Trust Company-Wisconsin March 2006 - Present
Northern Trust Company June 1999 - February 2006
M&I Investment Management Company January 1987 - May 1999
E. F. Hutton & Company April 1983 - December 1986
Smith Barney January 1981 - April 1983
Skills
Strategic Planning, Wealth Management, Asset Management, Finance, Leadership, Portfolio Management, Investments, Management, Financial Planning, Mutual Funds, Estate Planning, Financial Analysis, Marketing, Mergers & Acquisitions, Asset Allocation, Strategic Financial..., Marketing Strategy, Banking, Risk Management, Investment Banking
Education
Marquette University
Bachelor of Science (BS), Accounting
Regis University
Accounting
Evell Knight Evell Knight's Northern Trust Company Experience September 1999 - August 2003
Job President at Innersoul Productions
Industry Entertainment
Experience
Reggie Foster Jr October 2014 - Present
Innersoul Productions January 2013 - Present
Victory Apostolic Church August 1996 - Present
MB Financial Bank September 2011 - November 2013
Sage Salon Professional Corporation January 2011 - September 2011
Bank of America August 2003 - March 2011
Northern Trust Company September 1999 - August 2003
Skills
Customer Service, Sales Management, Operational Efficiency, Staff Development, Project Management, Procdure/Policy..., Team Building, Marketing, Change Management, Leadership, Operations Management, Banking, Leadership Development, Coaching, Sales, Public Speaking, Small Business, Organizational..., Training, Budgets, Credit, Business Development, Customer Satisfaction, Finance, Financial Analysis, Management, Process Improvement, Risk Management, Small Business Lending, Strategic Planning, Team Leadership, Consumer Lending, Mortgage Lending, Retail Banking, Loans, Microsoft Office, Relationship Management, Microsoft Excel, Loan Origination, Social Media, Financial Services, Credit Analysis, Mortgage Banking, Cross Selling, Event Planning
Education
Homewood-Flossmoor High School
University of Illinois at Urbana-Champaign
Reggie Foster Jr October 2014 - Present
Innersoul Productions January 2013 - Present
Victory Apostolic Church August 1996 - Present
MB Financial Bank September 2011 - November 2013
Sage Salon Professional Corporation January 2011 - September 2011
Bank of America August 2003 - March 2011
Northern Trust Company September 1999 - August 2003
Skills
Customer Service, Sales Management, Operational Efficiency, Staff Development, Project Management, Procdure/Policy..., Team Building, Marketing, Change Management, Leadership, Operations Management, Banking, Leadership Development, Coaching, Sales, Public Speaking, Small Business, Organizational..., Training, Budgets, Credit, Business Development, Customer Satisfaction, Finance, Financial Analysis, Management, Process Improvement, Risk Management, Small Business Lending, Strategic Planning, Team Leadership, Consumer Lending, Mortgage Lending, Retail Banking, Loans, Microsoft Office, Relationship Management, Microsoft Excel, Loan Origination, Social Media, Financial Services, Credit Analysis, Mortgage Banking, Cross Selling, Event Planning
Education
Homewood-Flossmoor High School
University of Illinois at Urbana-Champaign
Desmond Dozier Desmond Dozier's Northern Trust Company Experience August 1999 - February 2000
Job BPM Specialist at OMD
Industry Marketing and Advertising
Experience
OMD October 2010 - Present
Cramer-Krasselt September 2004 - October 2010
Chicago School of Massage Therapy May 2001 - July 2002
Heidrick & Struggles, Inc February 2000 - September 2000
Northern Trust Company August 1999 - February 2000
MCI/ WORLDCOM Telecommunications October 1994 - June 1999
Skills
Accounts Payable, Outlook, Word, Excel, Advertising, Donovan Data Systems, Executive Agency Suite, Medialine, Outdoor, Broadcast,..., Accounting, Microsoft Word, Finance, Microsoft Excel, Invoicing, Budgets, Account Reconciliation, Project Management, Accounts Receivable, Account Management, Marketing, Digital Marketing, Social Media Marketing, Integrated Marketing, Online Advertising
Education
Lake Forest College 1989 — 1993
Lake Forest College
Bachelor of Arts, English; English Literature
Laurel High School
OMD October 2010 - Present
Cramer-Krasselt September 2004 - October 2010
Chicago School of Massage Therapy May 2001 - July 2002
Heidrick & Struggles, Inc February 2000 - September 2000
Northern Trust Company August 1999 - February 2000
MCI/ WORLDCOM Telecommunications October 1994 - June 1999
Skills
Accounts Payable, Outlook, Word, Excel, Advertising, Donovan Data Systems, Executive Agency Suite, Medialine, Outdoor, Broadcast,..., Accounting, Microsoft Word, Finance, Microsoft Excel, Invoicing, Budgets, Account Reconciliation, Project Management, Accounts Receivable, Account Management, Marketing, Digital Marketing, Social Media Marketing, Integrated Marketing, Online Advertising
Education
Lake Forest College 1989 — 1993
Lake Forest College
Bachelor of Arts, English; English Literature
Laurel High School
Susan Quarles Susan Quarles's Northern Trust Company Experience July 1997 - April 2007
Job Product Director
Industry Banking
Experience
Capital One Bank April 2007 - Present
Quarles Creative Designs May 1991 - Present
BankAtlantic April 2006 - April 2007
Northern Trust Company July 1997 - April 2007
PowerForce 1995 - 1997
Skills
Fluent Spanish, Working Knowledge..., Product Management, Product Development, Cash Management, Banking, Strategic Planning, Treasury Management, Market Research, Customer Relations, Business Strategy, Business Analysis, Financial Analysis, Compliance, Product Marketing, Competitive Analysis, Problem Solving, Account Management, Marketing Strategy, Process Improvement, Pricing, Analysis, Cross-functional Team..., Product Strategy, Risk Management, Strategy, Financial Services, Business Development, Payments, Vendor Management, Start-ups, Relationship Management, Portfolio Management
Education
Saint Mary's College 1987 — 1991
BFA, Fine Arts, Business Minor
Universidad de Salamanca/Instituto Cervantes
DELE Superior, Superior Fluency in Spanish
Capital One Bank April 2007 - Present
Quarles Creative Designs May 1991 - Present
BankAtlantic April 2006 - April 2007
Northern Trust Company July 1997 - April 2007
PowerForce 1995 - 1997
Skills
Fluent Spanish, Working Knowledge..., Product Management, Product Development, Cash Management, Banking, Strategic Planning, Treasury Management, Market Research, Customer Relations, Business Strategy, Business Analysis, Financial Analysis, Compliance, Product Marketing, Competitive Analysis, Problem Solving, Account Management, Marketing Strategy, Process Improvement, Pricing, Analysis, Cross-functional Team..., Product Strategy, Risk Management, Strategy, Financial Services, Business Development, Payments, Vendor Management, Start-ups, Relationship Management, Portfolio Management
Education
Saint Mary's College 1987 — 1991
BFA, Fine Arts, Business Minor
Universidad de Salamanca/Instituto Cervantes
DELE Superior, Superior Fluency in Spanish
Maria Niehus, CFP® Maria Niehus, CFP®'s Northern Trust Company Experience December 2009 - March 2014
Job Wealth Strategist Vice President Northern Trust Wealth Management
Industry Financial Services
Experience
Northern Trust Corporation March 2014 - Present
Northern Trust Company December 2009 - March 2014
Northern Trust Securities, Inc. February 2008 - December 2009
Northern Trust Securities, Inc June 2004 - February 2008
Northern Trust Securites Inc. December 2000 - June 2004
Northern Trust Corporation January 2000 - December 2000
Skills
Series 63, Series 7, Asset Allocation, Mutual Funds, Wealth Management, Investment Management, Alternative Investments, Retirement Planning, Asset Managment, Equities
Education
Southern Illinois University, Carbondale 1990 — 1995
Loyola University, Rome, Italy 1993 — 1993
Trinity High School, River Forest, IL 1986 — 1990
St. Giles, Oak Park, IL
Northern Trust Corporation March 2014 - Present
Northern Trust Company December 2009 - March 2014
Northern Trust Securities, Inc. February 2008 - December 2009
Northern Trust Securities, Inc June 2004 - February 2008
Northern Trust Securites Inc. December 2000 - June 2004
Northern Trust Corporation January 2000 - December 2000
Skills
Series 63, Series 7, Asset Allocation, Mutual Funds, Wealth Management, Investment Management, Alternative Investments, Retirement Planning, Asset Managment, Equities
Education
Southern Illinois University, Carbondale 1990 — 1995
Loyola University, Rome, Italy 1993 — 1993
Trinity High School, River Forest, IL 1986 — 1990
St. Giles, Oak Park, IL
Dave Grandsart Dave Grandsart's Northern Trust Company Experience March 2007 - July 2009
Job Customer Service at City of Chicago
Industry Financial Services
Experience
City of Chicago March 2014 - Present
Millennium Trust Company November 2010 - March 2014
Northern Trust Company March 2007 - July 2009
Career Builder, LLC September 2006 - February 2007
Twin Links June 1997 - August 2006
Skills
Alternative Investments, Financial Services, Account Management, Financial Reporting, Microsoft Office
Education
University of Iowa 2002 — 2005
Bachelor of Arts, Economics
City of Chicago March 2014 - Present
Millennium Trust Company November 2010 - March 2014
Northern Trust Company March 2007 - July 2009
Career Builder, LLC September 2006 - February 2007
Twin Links June 1997 - August 2006
Skills
Alternative Investments, Financial Services, Account Management, Financial Reporting, Microsoft Office
Education
University of Iowa 2002 — 2005
Bachelor of Arts, Economics
Wioleta Wrobel Wioleta Wrobel's Northern Trust Company Experience June 2008 - July 2009
Job Personal Banker at Chase
Industry Financial Services
Experience
JPMorgan Chase September 2013 - Present
TCF Bank June 2012 - August 2013
TCF Bank October 2009 - June 2012
Northern Trust Company June 2008 - July 2009
Skills
Sales, Banking, Retail Banking, Customer Service, Loans, Management, Financial Analysis, Time Management, Leadership
Education
University of Illinois at Chicago 2009 — 2013
Bachelor of Science, Finance, Business
JPMorgan Chase September 2013 - Present
TCF Bank June 2012 - August 2013
TCF Bank October 2009 - June 2012
Northern Trust Company June 2008 - July 2009
Skills
Sales, Banking, Retail Banking, Customer Service, Loans, Management, Financial Analysis, Time Management, Leadership
Education
University of Illinois at Chicago 2009 — 2013
Bachelor of Science, Finance, Business
Edith Spells Edith Spells's Northern Trust Company Experience February 1999 - March 2004
Job Sr Investor Representative at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company January 2015 - Present
The Northern Trust Company May 2013 - January 2015
JP Morgan Chase December 2007 - March 2009
JP Morgan Chase February 2005 - November 2007
Northern Trust Company February 1999 - March 2004
Northern Trust Company July 1998 - January 2002
The Northern Trust Company September 1997 - July 1998
The Northern Trust Company January 1995 - January 1997
The Northern Trust Company June 1990 - December 1994
The Northern Trust Company January 1990 - May 1990
Skills
Problem Solving, Supervisory Skills, Financial Management, Administration, Staff Training, Hiring, Process Improvement, Business Analysis, Change Management, Documentation, Team Leadership, Operations Management, Compliance, Excel, Coaching, Microsoft Office, Negotiation, Risk Management, Cash Management, Business Process, Customer Service, Continuous Improvement, Team Building, Financial Reporting, Access, Mentoring, Word, Accounting, Funding, Financial Services, Human Resources, Call Centers, Portfolio Management, Training
Education
Prairie State College
Business Administration, Management and Operations
Saint Xavier University
The Northern Trust Company January 2015 - Present
The Northern Trust Company May 2013 - January 2015
JP Morgan Chase December 2007 - March 2009
JP Morgan Chase February 2005 - November 2007
Northern Trust Company February 1999 - March 2004
Northern Trust Company July 1998 - January 2002
The Northern Trust Company September 1997 - July 1998
The Northern Trust Company January 1995 - January 1997
The Northern Trust Company June 1990 - December 1994
The Northern Trust Company January 1990 - May 1990
Skills
Problem Solving, Supervisory Skills, Financial Management, Administration, Staff Training, Hiring, Process Improvement, Business Analysis, Change Management, Documentation, Team Leadership, Operations Management, Compliance, Excel, Coaching, Microsoft Office, Negotiation, Risk Management, Cash Management, Business Process, Customer Service, Continuous Improvement, Team Building, Financial Reporting, Access, Mentoring, Word, Accounting, Funding, Financial Services, Human Resources, Call Centers, Portfolio Management, Training
Education
Prairie State College
Business Administration, Management and Operations
Saint Xavier University
Thurston C Bailey's Northern Trust Company Experience 1993 - 1995
Job
Industry Law Practice
Experience
Optiver US LLC January 2015 - Present
Optiver US LLC June 2009 - Present
Schiff Hardin LLP August 2007 - June 2009
Winstead PC January 2006 - July 2007
Andrews Kurth LLP September 1998 - December 2005
Northern Trust Company 1993 - 1995
Skills
Litigation, Commercial Litigation, Employment Law, Legal Writing, Trade Secrets, General Business Law, Legal Advice, Legal Research, Corporate Law, Civil Litigation, Corporate Governance, Securities Regulation, Dispute Resolution, Intellectual Property, Litigation Management, Employment Contracts, Negotiation, Securities
Education
University of Michigan Law School 1995 — 1998
JD
The University of Chicago 1989 — 1993
BA
Plano Senior High 1987 — 1989
Nicolet High School 1985 — 1989
Optiver US LLC January 2015 - Present
Optiver US LLC June 2009 - Present
Schiff Hardin LLP August 2007 - June 2009
Winstead PC January 2006 - July 2007
Andrews Kurth LLP September 1998 - December 2005
Northern Trust Company 1993 - 1995
Skills
Litigation, Commercial Litigation, Employment Law, Legal Writing, Trade Secrets, General Business Law, Legal Advice, Legal Research, Corporate Law, Civil Litigation, Corporate Governance, Securities Regulation, Dispute Resolution, Intellectual Property, Litigation Management, Employment Contracts, Negotiation, Securities
Education
University of Michigan Law School 1995 — 1998
JD
The University of Chicago 1989 — 1993
BA
Plano Senior High 1987 — 1989
Nicolet High School 1985 — 1989
Brian Lesters's Northern Trust Company Experience January 2008 - June 2014
Job IT manager @ CRCC Benefits
Industry Financial Services
Experience
Chicago Regional Council of Carpenters Benefit Funds June 2014 - Present
Northern Trust Company January 2008 - June 2014
Claymore Securities January 2005 - December 2007
CIMCO Communications August 2003 - January 2005
NNR Global Logistics 2002 - 2003
Empowered Software Solutions 2001 - 2003
Bond Technologies 2000 - 2001
GUI Systems 1997 - 2000
Zurich American 1995 - 1997
Zurich Insurance Company 1995 - 1997
Skills
Project Management, SDLC, Information Technology, Budgets, Microsoft SQL Server, Project Planning, Vendor Management, Enterprise Architecture, IT Strategy, Process Improvement, Requirements Gathering, Software Project..., Disaster Recovery, Software Documentation, Software Development, Databases, Management
Education
Northern Illinois University 1991 — 1995
Benet Academy 1988 — 1991
Diploma
Chicago Regional Council of Carpenters Benefit Funds June 2014 - Present
Northern Trust Company January 2008 - June 2014
Claymore Securities January 2005 - December 2007
CIMCO Communications August 2003 - January 2005
NNR Global Logistics 2002 - 2003
Empowered Software Solutions 2001 - 2003
Bond Technologies 2000 - 2001
GUI Systems 1997 - 2000
Zurich American 1995 - 1997
Zurich Insurance Company 1995 - 1997
Skills
Project Management, SDLC, Information Technology, Budgets, Microsoft SQL Server, Project Planning, Vendor Management, Enterprise Architecture, IT Strategy, Process Improvement, Requirements Gathering, Software Project..., Disaster Recovery, Software Documentation, Software Development, Databases, Management
Education
Northern Illinois University 1991 — 1995
Benet Academy 1988 — 1991
Diploma
Faith Tylka's Northern Trust Company Experience February 2013 - Present
Job Wealth Strategy Associate
Industry Financial Services
Experience
Northern Trust February 2013 - Present
Northern Trust Company February 2013 - Present
G William Group LLC July 2011 - October 2012
TD Bank Group January 2010 - June 2011
Kelso Construction Company LLC May 2009 - September 2009
Skills
MS Office Suite, Quickbooks, Certified Consumer..., Credit, Banking, Financial Analysis, Customer Service, Outlook, Time Management, Accounting, Deposits, Loans, Finance, PowerPoint, Mortgage Lending, Credit Analysis, Teamwork, Access, Data Entry, Accounts Payable, Office Management, Quicken, Notary Public, Purchase Orders, Assisting Executives, Coaching Staff, Training, Power Point, Photoshop, AutoCAD, Adobe Acrobat, Appointment Scheduling, Itineraries, Travel Planning, Hotel Booking, flight booking, expense reports, quotas, presentations, typing, communications, marketing, networking, negotiation, sales, Invoicing, Accounts Receivable, Underwriting, Spreadsheets, File Management
Education
Richard Stockton College of New Jersey 2008 — 2013
Bachelors of Science, Pre Medicine
Meredith College 2007 — 2008
BS, PreMed
Northern Trust February 2013 - Present
Northern Trust Company February 2013 - Present
G William Group LLC July 2011 - October 2012
TD Bank Group January 2010 - June 2011
Kelso Construction Company LLC May 2009 - September 2009
Skills
MS Office Suite, Quickbooks, Certified Consumer..., Credit, Banking, Financial Analysis, Customer Service, Outlook, Time Management, Accounting, Deposits, Loans, Finance, PowerPoint, Mortgage Lending, Credit Analysis, Teamwork, Access, Data Entry, Accounts Payable, Office Management, Quicken, Notary Public, Purchase Orders, Assisting Executives, Coaching Staff, Training, Power Point, Photoshop, AutoCAD, Adobe Acrobat, Appointment Scheduling, Itineraries, Travel Planning, Hotel Booking, flight booking, expense reports, quotas, presentations, typing, communications, marketing, networking, negotiation, sales, Invoicing, Accounts Receivable, Underwriting, Spreadsheets, File Management
Education
Richard Stockton College of New Jersey 2008 — 2013
Bachelors of Science, Pre Medicine
Meredith College 2007 — 2008
BS, PreMed
Svein Backer's Northern Trust Company Experience June 1992 - November 2000
Job Managing Director Global Equities
Industry Investment Management
Experience
Lockheed Martin Investment Management Company January 2008 - Present
Dow Chemical Company 2005 - 2008
Kabouter Management LLC August 2003 - July 2005
Driehaus Capital Management November 2000 - April 2003
Northern Trust Company June 1992 - November 2000
Skills
Portfolio Management, Asset Managment, Investments
Education
The University of Chicago 1995 — 1998
MBA
Loyola University Chicago 1989 — 1992
BBA
Norweigan Military Acadamy Krigsskolen Gimlemoen 1986 — 1987
Norwegian Officers Candidate School for Field Artillery Haslemoen 1984 — 1985
Lockheed Martin Investment Management Company January 2008 - Present
Dow Chemical Company 2005 - 2008
Kabouter Management LLC August 2003 - July 2005
Driehaus Capital Management November 2000 - April 2003
Northern Trust Company June 1992 - November 2000
Skills
Portfolio Management, Asset Managment, Investments
Education
The University of Chicago 1995 — 1998
MBA
Loyola University Chicago 1989 — 1992
BBA
Norweigan Military Acadamy Krigsskolen Gimlemoen 1986 — 1987
Norwegian Officers Candidate School for Field Artillery Haslemoen 1984 — 1985
Henry Turner's Northern Trust Company Experience 1999 - 2002
Job Talent Acquistion and Management
Industry Human Resources
Experience
Davita Healthcare October 2007 - June 2009
U. S. Cellular 2004 - 2006
United Stationers Supply Company 2003 - 2004
Northern Trust Company 1999 - 2002
Motorola 1981 - 1999
Skills
Talent Acquisition, Workforce Planning, Leadership, Onboarding, Recruiting, Sourcing, Human Resources, Talent Management, College Recruiting, Applicant Tracking..., Management, Program Management, Employee Relations, Succession Planning, Deferred Compensation
Education
Loyola University Chicago
B.A.
Davita Healthcare October 2007 - June 2009
U. S. Cellular 2004 - 2006
United Stationers Supply Company 2003 - 2004
Northern Trust Company 1999 - 2002
Motorola 1981 - 1999
Skills
Talent Acquisition, Workforce Planning, Leadership, Onboarding, Recruiting, Sourcing, Human Resources, Talent Management, College Recruiting, Applicant Tracking..., Management, Program Management, Employee Relations, Succession Planning, Deferred Compensation
Education
Loyola University Chicago
B.A.
Ellis Lester's Northern Trust Company Experience March 2005 - June 2006
Job Director of Trade Development at Coastal Wine & Spirits
Industry Wine and Spirits
Experience
Southern Wine & Spirits November 2014 - Present
Southern Wine & Spirits December 2011 - Present
The J.M. Smucker Company February 2011 - December 2011
Storck June 2009 - February 2011
Puma May 2007 - October 2007
Northern Trust Company March 2005 - June 2006
Northern Trust March 2004 - March 2005
Skills
Product Management, CRM, Cross-cultural Teams, Marketing, Sales, Analysis, Finance, Forecasting, Pricing, Brand Management, Market Research, Customer Insight, Strategy, Leadership
Education
University of South Carolina - The Moore School of Business 2006 — 2008
IMBA
University of Colorado Boulder - Leeds School of Business 1999 — 2003
BS
Southern Wine & Spirits November 2014 - Present
Southern Wine & Spirits December 2011 - Present
The J.M. Smucker Company February 2011 - December 2011
Storck June 2009 - February 2011
Puma May 2007 - October 2007
Northern Trust Company March 2005 - June 2006
Northern Trust March 2004 - March 2005
Skills
Product Management, CRM, Cross-cultural Teams, Marketing, Sales, Analysis, Finance, Forecasting, Pricing, Brand Management, Market Research, Customer Insight, Strategy, Leadership
Education
University of South Carolina - The Moore School of Business 2006 — 2008
IMBA
University of Colorado Boulder - Leeds School of Business 1999 — 2003
BS
Marilyn Watkins's Northern Trust Company Experience June 1979 - November 1992
Job Certified Manager of Quality/Organizational Excellence, Manager, Analyst and Consultant
Industry Management Consulting
Experience
Marilyn Watkins, Independent Consultant September 2008 - Present
Altivity Packaging December 2006 - August 2008
JeffersonWells June 1999 - December 2006
Charles P. Smyrniotis DDS PC June 1994 - June 1999
First Midwest Trust Company January 1993 - March 1994
Northern Trust Company June 1979 - November 1992
Skills
Pricing, Employee Relations, Business Process..., Payment Card Processing, Acquisition Integration, Sarbanes-Oxley Act, Process Management, Cost Accounting, Forecasting, Business Process..., Corporate Finance, Financial Statements, Quality Management, Process Improvement, Internal Controls, Risk Management, Sarbanes-Oxley, ERP, SAP, Internal Audit, Auditing, Managerial Finance, Six Sigma, Budgets, Accounting, Mergers & Acquisitions, Change Management, Management Consulting, PeopleSoft
Education
American Society for Quality 2009 — 2009
CMQOE, Quality and Organizational Excellence
Chicago Deming Society 2009 — 2009
Six Sigma Green Belt Training Certificate, Lean Six Sigma
University of Michigan - Stephen M. Ross School of Business 1977 — 1979
BBA, Business Administration
East Grand Rapids High School
Marilyn Watkins, Independent Consultant September 2008 - Present
Altivity Packaging December 2006 - August 2008
JeffersonWells June 1999 - December 2006
Charles P. Smyrniotis DDS PC June 1994 - June 1999
First Midwest Trust Company January 1993 - March 1994
Northern Trust Company June 1979 - November 1992
Skills
Pricing, Employee Relations, Business Process..., Payment Card Processing, Acquisition Integration, Sarbanes-Oxley Act, Process Management, Cost Accounting, Forecasting, Business Process..., Corporate Finance, Financial Statements, Quality Management, Process Improvement, Internal Controls, Risk Management, Sarbanes-Oxley, ERP, SAP, Internal Audit, Auditing, Managerial Finance, Six Sigma, Budgets, Accounting, Mergers & Acquisitions, Change Management, Management Consulting, PeopleSoft
Education
American Society for Quality 2009 — 2009
CMQOE, Quality and Organizational Excellence
Chicago Deming Society 2009 — 2009
Six Sigma Green Belt Training Certificate, Lean Six Sigma
University of Michigan - Stephen M. Ross School of Business 1977 — 1979
BBA, Business Administration
East Grand Rapids High School
Chris McCurdy's Northern Trust Company Experience 1989 - 1995
Job Vice President at First American Bank
Industry Investment Management
Experience
First American Bank March 2006 - Present
First Bank 2004 - 2006
Cole Taylor Bank 2002 - 2004
Harris Private Bank 1997 - 2002
Bank One 1996 - 1997
Northern Trust Company 1989 - 1995
Skills
Asset Management, Wealth Management, Sales Management, Asset Allocation, Estate Planning, Strategic Financial..., Banking, Alternative Investments, Investment Advisory, Fixed Income, High Net Worth..., Mutual Funds, Financial Analysis, Retirement, Wealth, Asset Managment, Investment Management, Wealth Management..., Portfolio Management
Education
University of Colorado at Boulder 1977 — 1981
BS, Business Administration and Management, General
Loyola Academy
First American Bank March 2006 - Present
First Bank 2004 - 2006
Cole Taylor Bank 2002 - 2004
Harris Private Bank 1997 - 2002
Bank One 1996 - 1997
Northern Trust Company 1989 - 1995
Skills
Asset Management, Wealth Management, Sales Management, Asset Allocation, Estate Planning, Strategic Financial..., Banking, Alternative Investments, Investment Advisory, Fixed Income, High Net Worth..., Mutual Funds, Financial Analysis, Retirement, Wealth, Asset Managment, Investment Management, Wealth Management..., Portfolio Management
Education
University of Colorado at Boulder 1977 — 1981
BS, Business Administration and Management, General
Loyola Academy
Robert J Raimondi's Northern Trust Company Experience 1997 - Present
Job Vice President Global Fund Services, Northern Trust Company
Industry Financial Services
Experience
Northern Trust Company 1997 - Present
Morningstar 2006 - 2007
Merrill Lynch October 1995 - November 1997
Skills
Fund Administration, Hedge Funds, Global Custody, Mutual Funds, Equities, Asset Management, Securities, Fixed Income, Alternative Investments, Morningstar Direct, Asset Managment, Fund Of Funds, Bloomberg, Corporate Actions, Middle Office, Investment Management
Education
Northern Illinois University 1999 — 2001
MBA, International Business
University of Arizona 1988 — 1992
BSBA, Accounting
Northern Trust Company 1997 - Present
Morningstar 2006 - 2007
Merrill Lynch October 1995 - November 1997
Skills
Fund Administration, Hedge Funds, Global Custody, Mutual Funds, Equities, Asset Management, Securities, Fixed Income, Alternative Investments, Morningstar Direct, Asset Managment, Fund Of Funds, Bloomberg, Corporate Actions, Middle Office, Investment Management
Education
Northern Illinois University 1999 — 2001
MBA, International Business
University of Arizona 1988 — 1992
BSBA, Accounting
Rafael Anaya's Northern Trust Company Experience July 2010 - February 2012
Job Team Lead Financial Reporting Foundations and Endowments at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company June 2013 - Present
The Northern Trust Company February 2012 - June 2013
Northern Trust Company July 2010 - February 2012
The Northern Trust Company May 2008 - August 2010
Travel Professionals January 2007 - September 2007
United Airlines November 2003 - January 2007
Skills
Process Improvement, Management, Financial Analysis, Financial Services, Microsoft Office, Customer Service, Portfolio Management, Forecasting, Finance, Analysis, Operations Management, Software Documentation, Accounting, Financial Reporting, Investments, Analytics, Pricing, Banking, Teamwork
Education
Purdue University 1997 — 2001
Bachelor of Science (B.S.), Airline Management
The Northern Trust Company June 2013 - Present
The Northern Trust Company February 2012 - June 2013
Northern Trust Company July 2010 - February 2012
The Northern Trust Company May 2008 - August 2010
Travel Professionals January 2007 - September 2007
United Airlines November 2003 - January 2007
Skills
Process Improvement, Management, Financial Analysis, Financial Services, Microsoft Office, Customer Service, Portfolio Management, Forecasting, Finance, Analysis, Operations Management, Software Documentation, Accounting, Financial Reporting, Investments, Analytics, Pricing, Banking, Teamwork
Education
Purdue University 1997 — 2001
Bachelor of Science (B.S.), Airline Management
Hosam Zedan's Northern Trust Company Experience May 2005 - September 2007
Job Investment Performance Analyst at Teacher Retirement System of Texas
Industry Investment Management
Experience
Teacher Retirement System of Texas April 2014 - Present
Northern Trust November 2012 - March 2014
Northern Trust October 2008 - November 2012
Northern Trust September 2007 - October 2008
Northern Trust Company May 2005 - September 2007
Skills
Management Presentations, Bloomberg, Options, Derivatives, CDS, Portfolio Management, Trading, Structured Products, Swaps, Commodity, Valuation, Fixed Income, Interest Rate Swaps, Project Management, Back Office, Investments, Bloomberg Terminal, Interest Rate..., Asset Allocation
Education
University of Illinois at Chicago 2001 — 2004
Bachelor's degree, Economics
Teacher Retirement System of Texas April 2014 - Present
Northern Trust November 2012 - March 2014
Northern Trust October 2008 - November 2012
Northern Trust September 2007 - October 2008
Northern Trust Company May 2005 - September 2007
Skills
Management Presentations, Bloomberg, Options, Derivatives, CDS, Portfolio Management, Trading, Structured Products, Swaps, Commodity, Valuation, Fixed Income, Interest Rate Swaps, Project Management, Back Office, Investments, Bloomberg Terminal, Interest Rate..., Asset Allocation
Education
University of Illinois at Chicago 2001 — 2004
Bachelor's degree, Economics
Shalee Cunneen's Northern Trust Company Experience 2003 - 2007
Job Senior Accounting Manager at CareerBuilder.com
Industry Internet
Experience
CareerBuilder.com March 2007 - July 2011
Northern Trust Company 2003 - 2007
McGladrey June 1999 - May 2003
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Accounting, Internal Audit, Financial Accounting, Auditing, US GAAP, GAAP, Financial Statements, Internal Controls, General Ledger, Cash Flow
Education
The University of Chicago - Booth School of Business 2005 — 2007
Master of Business Administration (MBA), Accounting and Marketing
University of Washington 1995 — 1999
BA, Business
CareerBuilder.com March 2007 - July 2011
Northern Trust Company 2003 - 2007
McGladrey June 1999 - May 2003
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Accounting, Internal Audit, Financial Accounting, Auditing, US GAAP, GAAP, Financial Statements, Internal Controls, General Ledger, Cash Flow
Education
The University of Chicago - Booth School of Business 2005 — 2007
Master of Business Administration (MBA), Accounting and Marketing
University of Washington 1995 — 1999
BA, Business
Ken Jatczak, PMP, ITIL's Northern Trust Company Experience August 2007 - January 2009
Job BIS Director / Divisional Business Partner John Crane at Smiths Group plc
Industry Information Technology and Services
Experience
Smiths Group plc December 2013 - Present
Northern Trust January 2009 - December 2013
Northern Trust December 2008 - December 2013
Northern Trust Company August 2007 - January 2009
Prairie Consulting (at Northern Trust) March 2007 - August 2007
Premier Project Mgmt(at ADT Security) January 2006 - January 2007
JMJ Residential Services Inc. February 2005 - January 2006
Washington Mutual August 2002 - December 2004
WaMu 2002 - 2004
Actoras Consulting Group June 2000 - April 2002
Skills
SDLC, Program Management, Project Management, Portfolio Management, PMO Development, PMI Trained, PMP, ITIL Certified, Management Consulting, Vendor Management, Project Portfolio..., PMO, IT Management, Process Improvement, Process Management, Information Technology, Governance, Strategy, IT Strategy, Enterprise Architecture, Data Center, Cross-functional Team..., Management, Security, Leadership, Relationship Management, Software Development, Change Management, Business Continuity, Consulting, Outsourcing, Quality Assurance, Business Process..., Infrastructure, CRM, Disaster Recovery
Education
University of Illinois at Chicago
Computer Science, Math
Smiths Group plc December 2013 - Present
Northern Trust January 2009 - December 2013
Northern Trust December 2008 - December 2013
Northern Trust Company August 2007 - January 2009
Prairie Consulting (at Northern Trust) March 2007 - August 2007
Premier Project Mgmt(at ADT Security) January 2006 - January 2007
JMJ Residential Services Inc. February 2005 - January 2006
Washington Mutual August 2002 - December 2004
WaMu 2002 - 2004
Actoras Consulting Group June 2000 - April 2002
Skills
SDLC, Program Management, Project Management, Portfolio Management, PMO Development, PMI Trained, PMP, ITIL Certified, Management Consulting, Vendor Management, Project Portfolio..., PMO, IT Management, Process Improvement, Process Management, Information Technology, Governance, Strategy, IT Strategy, Enterprise Architecture, Data Center, Cross-functional Team..., Management, Security, Leadership, Relationship Management, Software Development, Change Management, Business Continuity, Consulting, Outsourcing, Quality Assurance, Business Process..., Infrastructure, CRM, Disaster Recovery
Education
University of Illinois at Chicago
Computer Science, Math
John Novy's Northern Trust Company Experience July 2007 - January 2013
Job Information Technology
Industry Information Technology and Services
Experience
Northern Trust Company July 2007 - January 2013
Northern Trust 1992 - 2013
Education
Northern Illinois University 1988 — 1990
MS, Computer Science
University of Illinois at Urbana-Champaign 1984 — 1988
BS, Computer Science and Mathematics
Northern Trust Company July 2007 - January 2013
Northern Trust 1992 - 2013
Education
Northern Illinois University 1988 — 1990
MS, Computer Science
University of Illinois at Urbana-Champaign 1984 — 1988
BS, Computer Science and Mathematics
Briana Bateman's Northern Trust Company Experience 2005 - July 2006
Job Manager, Retirement Education at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement March 2015 - Present
EMPOWER Retirement January 2012 - March 2015
JPMorgan Retirement Plan Services December 2010 - August 2014
J.P. Morgan January 2009 - December 2011
J.P. Morgan January 2008 - January 2009
J.P. Morgan July 2006 - December 2007
Northern Trust Company 2005 - July 2006
Northern Trust 2004 - 2005
Skills
Project Management, Strategic Planning, Education, Organizational..., Process Improvement, Resource Allocation, Management, Relationship Management
Education
North Central College
B.A, Double; International Business and Spanish
North Central College
EMPOWER Retirement March 2015 - Present
EMPOWER Retirement January 2012 - March 2015
JPMorgan Retirement Plan Services December 2010 - August 2014
J.P. Morgan January 2009 - December 2011
J.P. Morgan January 2008 - January 2009
J.P. Morgan July 2006 - December 2007
Northern Trust Company 2005 - July 2006
Northern Trust 2004 - 2005
Skills
Project Management, Strategic Planning, Education, Organizational..., Process Improvement, Resource Allocation, Management, Relationship Management
Education
North Central College
B.A, Double; International Business and Spanish
North Central College
Carmen Anta's Northern Trust Company Experience January 1998 - Present
Job Sr Investment Operation Specialist at Northern Trust Company
Industry Banking
Experience
CorePower Yoga June 2012 - Present
Northern Trust Company January 1998 - Present
Skills
Banking, Fixed Income, Financial Markets, Bloomberg, Securities, Account Reconciliation, Options, Asset Management, Accounting, Trading, Financial Reporting, Financial Services, Financial Analysis, Equities
Education
University of Illinois at Chicago 1992 — 1996
CorePower Yoga June 2012 - Present
Northern Trust Company January 1998 - Present
Skills
Banking, Fixed Income, Financial Markets, Bloomberg, Securities, Account Reconciliation, Options, Asset Management, Accounting, Trading, Financial Reporting, Financial Services, Financial Analysis, Equities
Education
University of Illinois at Chicago 1992 — 1996
Summer Zhang's Northern Trust Company Experience April 2007 - April 2010
Job Head of Audit Projects at Allianz Asset Managemet AG
Industry Financial Services
Experience
Allianz Asset Managemet AG June 2015 - Present
Allianz Asset Management AG April 2010 - Present
Northern Trust Company April 2007 - April 2010
Protiviti Risk Consulting, Inc December 2004 - April 2007
Skills
Internal Controls, Fixed Income, Internal Audit, Sarbanes-Oxley, Process Improvement, Auditing, Management Consulting, Financial Services, Leadership, Portfolio Management, Enterprise Risk..., Risk Management, Financial Analysis
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Finance, Strategic Management
Northern Illinois University 2002 — 2005
Bachelor of Science, Accountancy
Allianz Asset Managemet AG June 2015 - Present
Allianz Asset Management AG April 2010 - Present
Northern Trust Company April 2007 - April 2010
Protiviti Risk Consulting, Inc December 2004 - April 2007
Skills
Internal Controls, Fixed Income, Internal Audit, Sarbanes-Oxley, Process Improvement, Auditing, Management Consulting, Financial Services, Leadership, Portfolio Management, Enterprise Risk..., Risk Management, Financial Analysis
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Finance, Strategic Management
Northern Illinois University 2002 — 2005
Bachelor of Science, Accountancy
Calin Opartan's Northern Trust Company Experience May 2008 - July 2013
Job Vice President Global Counterparty Risk Management at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation April 2015 - Present
Northern Trust Asset Management July 2013 - March 2015
Northern Trust Company May 2008 - July 2013
LaSalle Bank/Bank of America February 1999 - April 2008
Education
The University of Chicago - Booth School of Business
MBA 2010
Universitatea Transilvania din Brașov
Northern Trust Corporation April 2015 - Present
Northern Trust Asset Management July 2013 - March 2015
Northern Trust Company May 2008 - July 2013
LaSalle Bank/Bank of America February 1999 - April 2008
Education
The University of Chicago - Booth School of Business
MBA 2010
Universitatea Transilvania din Brașov
Penny Jackson's Northern Trust Company Experience May 2007 - November 2007
Job Paralegal at Robert J. Semrad & Associates, LLC
Industry Hospital & Health Care
Experience
Robert J. Semrad & Associates, LLC April 2014 - Present
Coles Supportive Living April 2010 - June 2012
Pamper Yourself Pretty October 2007 - April 2010
Northern Trust Company May 2007 - November 2007
National Futures Association October 1996 - March 2007
First Interstate Bank of Oregon 1984 - 1990
Skills
Microsoft Office, Financial Analysis, Credit, Office Management, Administrative..., Accounts Payable, Accounts Receivable, Customer Service, Microsoft Word, Outlook, Administrative..., Team Building, Management, PowerPoint, Microsoft Excel, Event Planning, Research, Public Speaking
Education
Portland Community College
Scio High School
General
Robert J. Semrad & Associates, LLC April 2014 - Present
Coles Supportive Living April 2010 - June 2012
Pamper Yourself Pretty October 2007 - April 2010
Northern Trust Company May 2007 - November 2007
National Futures Association October 1996 - March 2007
First Interstate Bank of Oregon 1984 - 1990
Skills
Microsoft Office, Financial Analysis, Credit, Office Management, Administrative..., Accounts Payable, Accounts Receivable, Customer Service, Microsoft Word, Outlook, Administrative..., Team Building, Management, PowerPoint, Microsoft Excel, Event Planning, Research, Public Speaking
Education
Portland Community College
Scio High School
General
Michael Demare's Northern Trust Company Experience July 2007 - July 2008
Job VP AML Officer at The Northern Trust Company
Industry Banking
Experience
The Northern Trust Company July 2007 - Present
Northern Trust Company July 2007 - July 2008
LaSalle Bank November 1994 - June 2007
Skills
AML, OFAC, Banking, Operational Risk, Bank Secrecy Act, Operational Risk..., Financial Risk, Risk Management, Commercial Banking, KYC, Financial Services, Fraud, Loans, Credit, Securities, Fund Administration, Private Banking, Credit Risk, Enterprise Risk..., Due Diligence, Retail Banking, Anti Money Laundering
Education
Northeastern Illinois University 1978 — 1982
The Northern Trust Company July 2007 - Present
Northern Trust Company July 2007 - July 2008
LaSalle Bank November 1994 - June 2007
Skills
AML, OFAC, Banking, Operational Risk, Bank Secrecy Act, Operational Risk..., Financial Risk, Risk Management, Commercial Banking, KYC, Financial Services, Fraud, Loans, Credit, Securities, Fund Administration, Private Banking, Credit Risk, Enterprise Risk..., Due Diligence, Retail Banking, Anti Money Laundering
Education
Northeastern Illinois University 1978 — 1982
Dana Friedman-Graham's Northern Trust Company Experience March 2009 - Present
Job VP Manager Global Total WellBeing: EAP, WorkLife and Wellness
Industry Health, Wellness and Fitness
Experience
Northern Trust Company March 2009 - Present
Horizon Health Care November 2003 - March 2009
mhn 1997 - 2003
value behavioral health care 1990 - 1997
value options 1990 - 1997
Skills
Management, Strategic Planning, Leadership, Team Building, Coaching, Account Management, Training, Strategy, Employee Benefits, Marketing Strategy, Marketing, Process Improvement, Marketing Communications, Change Management, Business Analysis
Education
University of Michigan
Northern Trust Company March 2009 - Present
Horizon Health Care November 2003 - March 2009
mhn 1997 - 2003
value behavioral health care 1990 - 1997
value options 1990 - 1997
Skills
Management, Strategic Planning, Leadership, Team Building, Coaching, Account Management, Training, Strategy, Employee Benefits, Marketing Strategy, Marketing, Process Improvement, Marketing Communications, Change Management, Business Analysis
Education
University of Michigan
Clayton Rivest's Northern Trust Company Experience July 2011 - November 2014
Job Vice President Private Banker at US Bancorp Private Client Reserve
Industry Banking
Experience
US Bancorp - Private Client Reserve November 2014 - Present
Northern Trust Company July 2011 - November 2014
California Republic Bank July 2008 - July 2011
Wachovia Bank August 2005 - July 2008
FMV Opinions 2002 - 2005
Monitor Group 1996 - 2002
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Credit, Business Strategy, Real Estate, Strategic Planning, Risk Management, Loans, Credit Analysis, Banking, Financial Services
Education
University of California, Irvine - The Paul Merage School of Business 2004 — 2006
MBA, Finance
UCI CFP
University of California, Berkeley - Walter A. Haas School of Business
BS, Business Administration
US Bancorp - Private Client Reserve November 2014 - Present
Northern Trust Company July 2011 - November 2014
California Republic Bank July 2008 - July 2011
Wachovia Bank August 2005 - July 2008
FMV Opinions 2002 - 2005
Monitor Group 1996 - 2002
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Credit, Business Strategy, Real Estate, Strategic Planning, Risk Management, Loans, Credit Analysis, Banking, Financial Services
Education
University of California, Irvine - The Paul Merage School of Business 2004 — 2006
MBA, Finance
UCI CFP
University of California, Berkeley - Walter A. Haas School of Business
BS, Business Administration
Lora Lee Hall's Northern Trust Company Experience
Job Senior Vice President at Northern Trust Company
Industry Banking
Experience
Northern Trust Company
Skills
Portfolio Management, Asset Managment, Financial Services, High Net Worth..., Strategic Planning, Wealth Management, Investment Management, Leadership, Asset Allocation, Risk Management, Insurance, Wealth Management..., Alternative Investments, Banking, Strategy, Business Development, Mergers & Acquisitions, Asset Management, Trust Services, Mutual Funds
Education
University of Illinois at Urbana-Champaign - College of Business 1980 — 1984
Northern Trust Company
Skills
Portfolio Management, Asset Managment, Financial Services, High Net Worth..., Strategic Planning, Wealth Management, Investment Management, Leadership, Asset Allocation, Risk Management, Insurance, Wealth Management..., Alternative Investments, Banking, Strategy, Business Development, Mergers & Acquisitions, Asset Management, Trust Services, Mutual Funds
Education
University of Illinois at Urbana-Champaign - College of Business 1980 — 1984
Mike France's Northern Trust Company Experience July 1996 - October 1997
Job Principal & COO at Elementum Advisors, LLC
Industry Investment Management
Experience
Elementum Advisors, LLC December 2009 - Present
Stark Investments September 2005 - December 2009
Cochran, Caronia & Co. June 2003 - September 2005
Aon May 1999 - June 2001
Merrill Lynch October 1997 - May 1999
Northern Trust Company July 1996 - October 1997
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance, Accounting, Strategic Management
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
Bachelor of Science (BS), Finance
Elementum Advisors, LLC December 2009 - Present
Stark Investments September 2005 - December 2009
Cochran, Caronia & Co. June 2003 - September 2005
Aon May 1999 - June 2001
Merrill Lynch October 1997 - May 1999
Northern Trust Company July 1996 - October 1997
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance, Accounting, Strategic Management
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
Bachelor of Science (BS), Finance
Lynne Reed-King's Northern Trust Company Experience August 2013 - Present
Job Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust Company August 2013 - Present
Northern Trust Company January 2005 - Present
Toastmasters International 2009 - 2013
BIA 2010 - 2012
Northern Trust Corporation January 2004 - January 2005
Northern Trust Corporation January 2003 - January 2004
Northern Trust Corporation January 1998 - January 2003
Northern Trust Corporation January 1995 - January 1998
Northern Trust Corporation January 1988 - January 1995
Skills
Program Management, Project Management, Quality Assurance, SDLC, CRM, Portfolio Management, Training, Product Management, Management, Experienced Business..., Compliance, MBA, Product Development, Software Development, Business Analysis, Banking, Strategic Planning
Education
ABA National Trust School
Loyola University
Master of Business Administration, Finance
Roosevelt University
BSBA, Accounting
Toastmasters International
Northern Trust Company August 2013 - Present
Northern Trust Company January 2005 - Present
Toastmasters International 2009 - 2013
BIA 2010 - 2012
Northern Trust Corporation January 2004 - January 2005
Northern Trust Corporation January 2003 - January 2004
Northern Trust Corporation January 1998 - January 2003
Northern Trust Corporation January 1995 - January 1998
Northern Trust Corporation January 1988 - January 1995
Skills
Program Management, Project Management, Quality Assurance, SDLC, CRM, Portfolio Management, Training, Product Management, Management, Experienced Business..., Compliance, MBA, Product Development, Software Development, Business Analysis, Banking, Strategic Planning
Education
ABA National Trust School
Loyola University
Master of Business Administration, Finance
Roosevelt University
BSBA, Accounting
Toastmasters International
Brian Ovaert's Northern Trust Company Experience August 1992 - Present
Job EVP at Northern Trust Company
Industry Financial Services
Experience
Northern Trust Company August 1992 - Present
Arthur Andersen 1983 - 1992
Skills
Asset Managment, Investments, Financial Services, Asset Management, Mutual Funds
Education
University of Illinois at Urbana-Champaign 1979 — 1983
Bachelor of Commerce (B.Com.), Accounting
Northern Trust Company August 1992 - Present
Arthur Andersen 1983 - 1992
Skills
Asset Managment, Investments, Financial Services, Asset Management, Mutual Funds
Education
University of Illinois at Urbana-Champaign 1979 — 1983
Bachelor of Commerce (B.Com.), Accounting
Raquel Ward's Northern Trust Company Experience March 2008 - Present
Job Relocation Analyst at Northern Trust Company
Industry Banking
Experience
Northern Trust Company March 2008 - Present
Education
Robert Morris College 2006 — 2007
Master of Business Administration (M.B.A.), Human Resources Management
Robert Morris University 1997 — 1999
Bachelor of Business Administration (B.B.A.), Computer Network Systems
Northern Trust Company March 2008 - Present
Education
Robert Morris College 2006 — 2007
Master of Business Administration (M.B.A.), Human Resources Management
Robert Morris University 1997 — 1999
Bachelor of Business Administration (B.B.A.), Computer Network Systems
Nick Holzworth's Northern Trust Company Experience January 2005 - September 2006
Job Director of Business Development at BRG
Industry Facilities Services
Experience
BRG January 2013 - Present
Corvus Of California September 2010 - January 2013
Corvus February 2007 - September 2010
DHL October 2006 - January 2007
Northern Trust Company January 2005 - September 2006
Skills
Sales, Sales Management, Sales Operations, Operations Management, New Business Development, Building Relationships, P&L Responsibility, Strategic Partnerships, Team Leadership, Team Building, Finance, Contract Negotiation, Contract Management, Process Improvement, Change Management, Top Producer, Business Strategy, Management, Leadership, Business Development, Sales Process, Recruiting, Training, Project Management, Cold Calling, P&L Management, Program Management, Selling
Education
University of Missouri-Columbia 2000 — 2004
Bachelors, Finance, Banking and Economics
Parkway West High School 1996 — 2000
BRG January 2013 - Present
Corvus Of California September 2010 - January 2013
Corvus February 2007 - September 2010
DHL October 2006 - January 2007
Northern Trust Company January 2005 - September 2006
Skills
Sales, Sales Management, Sales Operations, Operations Management, New Business Development, Building Relationships, P&L Responsibility, Strategic Partnerships, Team Leadership, Team Building, Finance, Contract Negotiation, Contract Management, Process Improvement, Change Management, Top Producer, Business Strategy, Management, Leadership, Business Development, Sales Process, Recruiting, Training, Project Management, Cold Calling, P&L Management, Program Management, Selling
Education
University of Missouri-Columbia 2000 — 2004
Bachelors, Finance, Banking and Economics
Parkway West High School 1996 — 2000
Linda Kaufman's Northern Trust Company Experience 1971 - 1975
Job Attorney Business/Real Estate Law and Mediation/Litigation
Industry Law Practice
Experience
The Law Offices of Linda L. Kaufman 2003 - Present
David Kaufman & Company 1990 - Present
KLA, Inc. 1987 - 1990
Northern Trust Company 1971 - 1975
Skills
Litigation
Education
Loyola University Chicago School of Law 2000 — 2003
JD
University of Illinois at Urbana-Champaign
BA, Sociology-Psychology
The Law Offices of Linda L. Kaufman 2003 - Present
David Kaufman & Company 1990 - Present
KLA, Inc. 1987 - 1990
Northern Trust Company 1971 - 1975
Skills
Litigation
Education
Loyola University Chicago School of Law 2000 — 2003
JD
University of Illinois at Urbana-Champaign
BA, Sociology-Psychology
E.F. Chiu's Northern Trust Company Experience March 2012 - December 2012
Job Project Management Consultant at Walgreens
Industry Banking
Experience
Walgreens April 2013 - Present
Northern Trust Company March 2012 - December 2012
Royal Bank of Scotland May 2008 - December 2011
ABN AMRO Bank N.V. June 2004 - May 2008
GE Capital February 2003 - May 2004
System Software Associates April 1989 - May 1996
Skills
Banking, ERP, Program Management, Portfolio Management, Delivery and..., Vendor Management
Education
Loyola University of Chicago - Graduate School of Business 1983 — 1985
M.B.A.
University of Illinois at Chicago 1978 — 1981
B.S., Quantitative Methods
Walgreens April 2013 - Present
Northern Trust Company March 2012 - December 2012
Royal Bank of Scotland May 2008 - December 2011
ABN AMRO Bank N.V. June 2004 - May 2008
GE Capital February 2003 - May 2004
System Software Associates April 1989 - May 1996
Skills
Banking, ERP, Program Management, Portfolio Management, Delivery and..., Vendor Management
Education
Loyola University of Chicago - Graduate School of Business 1983 — 1985
M.B.A.
University of Illinois at Chicago 1978 — 1981
B.S., Quantitative Methods
James McCathern's Northern Trust Company Experience June 2008 - Present
Job Operations/Risk Manager
Industry Financial Services
Experience
Northern Trust Company June 2008 - Present
Credit Suisse September 1998 - October 2006
Warburg Pincus Asset Management 1995 - 1998
Skills
Mutual Funds, Asset Managment, Equities, Fixed Income, Securities, Business Analysis, Corporate Actions, Back Office, Operational Risk, Financial Services, Investments, Bloomberg, Asset Management
Education
University at Albany, SUNY
Northern Trust Company June 2008 - Present
Credit Suisse September 1998 - October 2006
Warburg Pincus Asset Management 1995 - 1998
Skills
Mutual Funds, Asset Managment, Equities, Fixed Income, Securities, Business Analysis, Corporate Actions, Back Office, Operational Risk, Financial Services, Investments, Bloomberg, Asset Management
Education
University at Albany, SUNY
Michael Papierski's Northern Trust Company Experience 1998 - Present
Job SVP & National Practice Leader Family Business, Real Estate & Agricultural Services
Industry Real Estate
Experience
Northern Trust Company 1998 - Present
Northern Trust Company June 2014 - Present
SMR 2001 - Present
American National Bank September 1992 - December 1997
Skills
Real Estate Management, Real Estate Advisory..., Wealth Management, Real Estate Planning
Education
The John Marshall Law School 1983 — 1985
JD
Southern Illinois University, Carbondale 1975 — 1979
Bachelor of Science (BS), Accounting
Northern Trust Company 1998 - Present
Northern Trust Company June 2014 - Present
SMR 2001 - Present
American National Bank September 1992 - December 1997
Skills
Real Estate Management, Real Estate Advisory..., Wealth Management, Real Estate Planning
Education
The John Marshall Law School 1983 — 1985
JD
Southern Illinois University, Carbondale 1975 — 1979
Bachelor of Science (BS), Accounting
Mabel C. Tung's Northern Trust Company Experience 1980 - Present
Job Executive Vice President at Northern Trust Company
Industry Financial Services
Experience
Northern Trust Company 1980 - Present
Education
St Paul's Secondary School 1961 — 1968
University of California, Berkeley
BS, MBA, Finance and Accounting
Northern Trust Company 1980 - Present
Education
St Paul's Secondary School 1961 — 1968
University of California, Berkeley
BS, MBA, Finance and Accounting
Antoinette Boyd's Northern Trust Company Experience January 1986 - January 1997
Job Compliance Analyst
Industry Financial Services
Experience
JP MORGAN CHASE & CO January 2008 - Present
JP Morgan Securities January 2000 - January 2003
Bear Stearns and Co. Inc January 1997 - January 2000
Northern Trust January 1994 - January 1997
NORTHERN TRUST COMPANY January 1986 - January 1997
Skills
@Risk, FINRA, Series 63, Series 7, Securities, Series 6, Mutual Funds, Equities, Operational Risk, Fixed Income, Operational Risk..., Settlement, Hedge Funds, Financial Risk, Financial Services, Derivatives, Banking, Bloomberg, Loans, Credit
Education
Olive-Harvey College
South Suburban College
The Union Institute
degree, Industrial Organizational Psychology
JP MORGAN CHASE & CO January 2008 - Present
JP Morgan Securities January 2000 - January 2003
Bear Stearns and Co. Inc January 1997 - January 2000
Northern Trust January 1994 - January 1997
NORTHERN TRUST COMPANY January 1986 - January 1997
Skills
@Risk, FINRA, Series 63, Series 7, Securities, Series 6, Mutual Funds, Equities, Operational Risk, Fixed Income, Operational Risk..., Settlement, Hedge Funds, Financial Risk, Financial Services, Derivatives, Banking, Bloomberg, Loans, Credit
Education
Olive-Harvey College
South Suburban College
The Union Institute
degree, Industrial Organizational Psychology
Elizabeth Carey's Northern Trust Company Experience 2006 - July 2014
Job Community Outreach at Volunteer
Industry Banking
Experience
Volunteer July 2014 - Present
Northern Trust Company 2006 - July 2014
Northern Trust Corporation 1999 - 2003
Bank of America 1993 - 1999
Skills
Wealth Management, Asset Allocation, Asset Management, Mutual Funds, Portfolio Management, High-Level Relationship..., Investment Strategies, Investment Management, Alternative Investments, Series 7, Financial Services, Estate Planning
Education
University of Louisville 1987 — 1990
Doctor of Law (J.D.)
University of Kentucky 1973 — 1977
Bachelor of Arts (B.A.), Social Work
Volunteer July 2014 - Present
Northern Trust Company 2006 - July 2014
Northern Trust Corporation 1999 - 2003
Bank of America 1993 - 1999
Skills
Wealth Management, Asset Allocation, Asset Management, Mutual Funds, Portfolio Management, High-Level Relationship..., Investment Strategies, Investment Management, Alternative Investments, Series 7, Financial Services, Estate Planning
Education
University of Louisville 1987 — 1990
Doctor of Law (J.D.)
University of Kentucky 1973 — 1977
Bachelor of Arts (B.A.), Social Work
Deborah Koplik's Northern Trust Company Experience 1992 - September 1997
Job Senior Vice President, Regional Investment Strategist at Comerica
Industry Financial Services
Experience
Comerica Asset Management August 2010 - Present
US Trust Company September 1997 - July 2007
Northern Trust Company 1992 - September 1997
Skills
Portfolio Management, Asset Allocation, Wealth Management, Asset Managment, Investment Management, Investments, Investment Advisory, Investment Strategies, Asset Management, Capital Markets, Risk Management
Education
The London School of Economics and Political Science (LSE)
M.Sc(Econ)
The University of Chicago
MBA, Finance
Comerica Asset Management August 2010 - Present
US Trust Company September 1997 - July 2007
Northern Trust Company 1992 - September 1997
Skills
Portfolio Management, Asset Allocation, Wealth Management, Asset Managment, Investment Management, Investments, Investment Advisory, Investment Strategies, Asset Management, Capital Markets, Risk Management
Education
The London School of Economics and Political Science (LSE)
M.Sc(Econ)
The University of Chicago
MBA, Finance
Kristin Missil's Northern Trust Company Experience Risk AnalystFord Motor Credit Company1998 - 2000
Job Senior Vice President at Northern Trust Company
Industry Financial Services
Experience
Northern Trust Company Risk AnalystFord Motor Credit Company1998 - 2000
Education
University of Michigan
Northern Trust Company Risk AnalystFord Motor Credit Company1998 - 2000
Education
University of Michigan
Debbie Bakazan's Northern Trust Company Experience 1997 - 2004
Job Associate Director at Fiduciary Management Associates, LLC
Industry Financial Services
Experience
Fiduciary Management Associates, LLC July 2009 - Present
American College of Surgeons May 2006 - May 2009
CCM Advisors 2004 - 2006
Northern Trust Global Investments June 1987 - June 2004
Northern Trust Company 1997 - 2004
Education
Northeastern Illinois University
BA
Fiduciary Management Associates, LLC July 2009 - Present
American College of Surgeons May 2006 - May 2009
CCM Advisors 2004 - 2006
Northern Trust Global Investments June 1987 - June 2004
Northern Trust Company 1997 - 2004
Education
Northeastern Illinois University
BA
Bob Draths's Northern Trust Company Experience
Job Senior Vice President at Northern Trust Company
Industry Banking
Experience
Northern Trust Company
Skills
Investments, Asset Allocation, Asset Management, Fixed Income, Global Custody, Equities, Financial Services, Morningstar, Alternative Investments, Portfolio Management, Investment Management, Mutual Funds, Hedge Funds, Banking, Financial Analysis, Securities, Risk Management
Education
St. Norbert College 1978 — 1982
Bachelor’s Degree, Finance, General
Northern Trust Company
Skills
Investments, Asset Allocation, Asset Management, Fixed Income, Global Custody, Equities, Financial Services, Morningstar, Alternative Investments, Portfolio Management, Investment Management, Mutual Funds, Hedge Funds, Banking, Financial Analysis, Securities, Risk Management
Education
St. Norbert College 1978 — 1982
Bachelor’s Degree, Finance, General
Curtis Pence's Northern Trust Company Experience 1986 - 2003
Job Sr. Institutional Client Advisor PNC Institutional Investments
Industry Investment Management
Experience
PNC Institutional Investments February 2004 - Present
Northern Trust Company 1986 - 2003
Skills
Accounting, Investments, Program Management, Asset Allocation
Education
Roosevelt University
Paralegal Program
Shimer College
BA
PNC Institutional Investments February 2004 - Present
Northern Trust Company 1986 - 2003
Skills
Accounting, Investments, Program Management, Asset Allocation
Education
Roosevelt University
Paralegal Program
Shimer College
BA
L Michelle Wright's Northern Trust Company Experience October 2001 - Present
Job Banking Manager
Industry Banking
Experience
Northern Trust Company October 2001 - Present
Skills
Banking, Investments, Loans, Wealth Management, Mortgage Lending, Fixed Income, Asset Management, Credit Analysis, Recruiting, Training
Education
University of Phoenix
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Northern Trust Company October 2001 - Present
Skills
Banking, Investments, Loans, Wealth Management, Mortgage Lending, Fixed Income, Asset Management, Credit Analysis, Recruiting, Training
Education
University of Phoenix
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Daryl McGregor Robicsek's Northern Trust Company Experience October 2012 - Present
Job Senior Private Banker, Wealth Management New England at Northern Trust Company
Industry Financial Services
Experience
Northern Trust Company October 2012 - Present
Northern Trust March 2009 - September 2012
The Northern Trust Company March 2004 - August 2011
Skills
Wealth Management, Asset Management, Portfolio Management, Investments, Mutual Funds, Risk Management, Banking, Equities
Education
University of Michigan Business School 1979 — 1981
MBA, Finance
Smith College 1975 — 1979
BA, Biology
Haverhill High School 1971 — 1975
Northern Trust Company October 2012 - Present
Northern Trust March 2009 - September 2012
The Northern Trust Company March 2004 - August 2011
Skills
Wealth Management, Asset Management, Portfolio Management, Investments, Mutual Funds, Risk Management, Banking, Equities
Education
University of Michigan Business School 1979 — 1981
MBA, Finance
Smith College 1975 — 1979
BA, Biology
Haverhill High School 1971 — 1975
Paul Warda's Northern Trust Company Experience July 2006 - April 2013
Job Retired
Industry Banking
Experience
Retired May 2013 - Present
Northern Trust Company July 2006 - April 2013
Principal Financial Group July 1998 - December 2005
Fort Dearborn Life May 1997 - July 1998
First Chicago October 1969 - April 1997
Education
Roosevelt University 1980 — 1984
MS, Information Systems
University of Illinois at Chicago 1965 — 1969
BS, Accounting
DeLaSalle Institute 1961 — 1965
High School, College Prep
Retired May 2013 - Present
Northern Trust Company July 2006 - April 2013
Principal Financial Group July 1998 - December 2005
Fort Dearborn Life May 1997 - July 1998
First Chicago October 1969 - April 1997
Education
Roosevelt University 1980 — 1984
MS, Information Systems
University of Illinois at Chicago 1965 — 1969
BS, Accounting
DeLaSalle Institute 1961 — 1965
High School, College Prep
Jim Cherian's Northern Trust Company Experience November 2006 - Present
Job Technical Lead at The Northern Trust Company
Industry Information Technology and Services
Experience
Northern Trust Company November 2006 - Present
Anixter April 2001 - November 2006
Skills
SQL, SDLC, Process Improvement, Project Management, DB2, IT Strategy, Business Intelligence, Software Project..., COBOL, Team Leadership, Requirements Analysis, Business Process..., Software Documentation, Solution Architecture, Business Analysis, Visio, Requirements Gathering, SharePoint, Program Management, Disaster Recovery, Enterprise Architecture, IT Management, Software Development, Analysis, Leadership, Databases
Education
Northern Illinois University 1998 — 2000
Bachelors, Computer Science
University of Illinois at Chicago 1996 — 1998
Northern Trust Company November 2006 - Present
Anixter April 2001 - November 2006
Skills
SQL, SDLC, Process Improvement, Project Management, DB2, IT Strategy, Business Intelligence, Software Project..., COBOL, Team Leadership, Requirements Analysis, Business Process..., Software Documentation, Solution Architecture, Business Analysis, Visio, Requirements Gathering, SharePoint, Program Management, Disaster Recovery, Enterprise Architecture, IT Management, Software Development, Analysis, Leadership, Databases
Education
Northern Illinois University 1998 — 2000
Bachelors, Computer Science
University of Illinois at Chicago 1996 — 1998
Jon Boswell's Northern Trust Company Experience January 2002 - April 2004
Job Vice President at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank April 2004 - Present
Northern Trust Company January 2002 - April 2004
Harris Bank January 1994 - January 2004
Northern States Trust Company/Bank of Waukegan 1984 - 1992
Education
Roosevelt University 1982 — 1984
BS, Business
Fifth Third Bank April 2004 - Present
Northern Trust Company January 2002 - April 2004
Harris Bank January 1994 - January 2004
Northern States Trust Company/Bank of Waukegan 1984 - 1992
Education
Roosevelt University 1982 — 1984
BS, Business
David Paredes's Northern Trust Company Experience 1998 - 2001
Job Vice President of Institutional Sales at RARE Infrastructure USA Inc
Industry Investment Management
Experience
RARE Infrastructure USA Inc September 2010 - Present
ENDURANCE Investment Management, LLC January 2004 - September 2010
Principal Financial Group December 2001 - January 2004
Northern Trust Company 1998 - 2001
ANB Investment Management December 1993 - December 1998
American National Bank and Trust Company of Chicago 1988 - 1990
Skills
Equities, Investment Management, Alternative Investments, Hedge Funds, Sales, Asset Allocation, Marketing, Infrastructure, Asset Management, Investment Strategies, Start-ups, Portfolio Management, Strategy, Fixed Income, Series 7, Investments, Mutual Funds, Investment Advisory
Education
Northern Illinois University 1983 — 1988
BS, Finance, Economics
RARE Infrastructure USA Inc September 2010 - Present
ENDURANCE Investment Management, LLC January 2004 - September 2010
Principal Financial Group December 2001 - January 2004
Northern Trust Company 1998 - 2001
ANB Investment Management December 1993 - December 1998
American National Bank and Trust Company of Chicago 1988 - 1990
Skills
Equities, Investment Management, Alternative Investments, Hedge Funds, Sales, Asset Allocation, Marketing, Infrastructure, Asset Management, Investment Strategies, Start-ups, Portfolio Management, Strategy, Fixed Income, Series 7, Investments, Mutual Funds, Investment Advisory
Education
Northern Illinois University 1983 — 1988
BS, Finance, Economics
Chris Mosbarger's Northern Trust Company Experience December 1986 - December 1997
Job Managing Director at MB Financial Bank
Industry Banking
Experience
MB Financial Bank January 2011 - Present
Lake Forest Bank & Trust February 2006 - February 2011
BMO Harris Private Banking 1997 - 2006
Northern Trust Company December 1986 - December 1997
Skills
Portfolio Management, Investments, Wealth Management, Banking, Credit, Asset Allocation, Asset Managment, Investment Advisory, Financial Analysis, Strategic Financial..., Investment Strategies, Wealth Management..., Asset Management, Financial Advisory, High Net Worth..., Private Banking, Relationship Management, Capital Markets, Financial Planning, Financial Services
Education
Northwestern University - Kellogg School of Management 1987 — 1990
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Lawrence University 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government
MB Financial Bank January 2011 - Present
Lake Forest Bank & Trust February 2006 - February 2011
BMO Harris Private Banking 1997 - 2006
Northern Trust Company December 1986 - December 1997
Skills
Portfolio Management, Investments, Wealth Management, Banking, Credit, Asset Allocation, Asset Managment, Investment Advisory, Financial Analysis, Strategic Financial..., Investment Strategies, Wealth Management..., Asset Management, Financial Advisory, High Net Worth..., Private Banking, Relationship Management, Capital Markets, Financial Planning, Financial Services
Education
Northwestern University - Kellogg School of Management 1987 — 1990
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Lawrence University 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government
Consider Ross's Northern Trust Company Experience March 1969 - August 2001
Job The Geezer Geek
Industry Information Technology and Services
Experience
The Geezer Geek December 2007 - Present
Bankers' Association for Finance and Trade March 2002 - September 2003
Northern Trust Company March 1969 - August 2001
Skills
Strategic Planning, Financial Analysis, Management, Marketing, Risk Management
Education
Northwestern University - Kellogg School of Management 1970 — 1972
MBA, Finance
Washington and Lee University 1960 — 1965
BA, Economics
The Geezer Geek December 2007 - Present
Bankers' Association for Finance and Trade March 2002 - September 2003
Northern Trust Company March 1969 - August 2001
Skills
Strategic Planning, Financial Analysis, Management, Marketing, Risk Management
Education
Northwestern University - Kellogg School of Management 1970 — 1972
MBA, Finance
Washington and Lee University 1960 — 1965
BA, Economics
Kathryn O'Brien's Northern Trust Company Experience September 1993 - January 1996
Job Senior Recruiter at Zurich Insurance
Industry Human Resources
Experience
Zurich Insurance October 2010 - Present
SOUTHERN ASSOCIATES October 1998 - December 2008
PNC Mortgage January 1996 - October 1998
NORTHERN TRUST COMPANY September 1993 - January 1996
Northern Trust Bank California January 1992 - August 1993
Continental Bank August 1988 - December 1991
Continental Bank January 1985 - July 1988
Skills
Hiring, Human Resources, Insurance, Coaching, Employee Relations, Recruiting, Recruitment Advertising, Payroll, Talent Acquisition, Training, Interviews, Management
Education
The University of Kansas
Bachelor of Arts Degree, Personnel Administration
Zurich Insurance October 2010 - Present
SOUTHERN ASSOCIATES October 1998 - December 2008
PNC Mortgage January 1996 - October 1998
NORTHERN TRUST COMPANY September 1993 - January 1996
Northern Trust Bank California January 1992 - August 1993
Continental Bank August 1988 - December 1991
Continental Bank January 1985 - July 1988
Skills
Hiring, Human Resources, Insurance, Coaching, Employee Relations, Recruiting, Recruitment Advertising, Payroll, Talent Acquisition, Training, Interviews, Management
Education
The University of Kansas
Bachelor of Arts Degree, Personnel Administration
Alicia Shubrook's Northern Trust Company Experience December 2007 - June 2012
Job Global Pricing Analyst at Molex
Industry Financial Services
Experience
Molex July 2012 - Present
Northern Trust Company December 2007 - June 2012
Northern Trust Company December 2006 - December 2007
The Northern Trust Company December 2005 - December 2006
Skills
Hedge Funds, Bloomberg, Fund Accounting, Financial Reporting, Financial Modeling, Forecasting, Variance Analysis, Trend Analysis, SAP BW, SAP, Account Reconciliation, Series 7, Equities, Valuation, Portfolio Management, Banking, Auditing, Mutual Funds, Financial Statements, Strategic Financial..., Process Improvement, Business Objects, Securities, Data Analysis, Finance, Financial Analysis
Education
Northern Illinois University 2003 — 2005
Bachelor of Science, Finance
Molex July 2012 - Present
Northern Trust Company December 2007 - June 2012
Northern Trust Company December 2006 - December 2007
The Northern Trust Company December 2005 - December 2006
Skills
Hedge Funds, Bloomberg, Fund Accounting, Financial Reporting, Financial Modeling, Forecasting, Variance Analysis, Trend Analysis, SAP BW, SAP, Account Reconciliation, Series 7, Equities, Valuation, Portfolio Management, Banking, Auditing, Mutual Funds, Financial Statements, Strategic Financial..., Process Improvement, Business Objects, Securities, Data Analysis, Finance, Financial Analysis
Education
Northern Illinois University 2003 — 2005
Bachelor of Science, Finance
Kelly Shelton's Northern Trust Company Experience January 2005 - January 2008
Job MSRE Candidate
Industry Financial Services
Experience
Northern Trust Corporation May 2008 - Present
Northern Trust Company January 2005 - January 2008
Prairie Management and Development January 2001 - January 2004
Skills
Financial Analysis, Client Service Oriented, Accounting, Financial Accounting, Banking, Financial Services, Account Reconciliation, Finance, Financial Reporting, Process Improvement, Microsoft Excel
Education
Roosevelt University 2014 — 2016
Master's of Science, Real Estate
Roosevelt University 1996 — 2000
Bachelor of Science, Business Administration, Finance
Northern Trust Corporation May 2008 - Present
Northern Trust Company January 2005 - January 2008
Prairie Management and Development January 2001 - January 2004
Skills
Financial Analysis, Client Service Oriented, Accounting, Financial Accounting, Banking, Financial Services, Account Reconciliation, Finance, Financial Reporting, Process Improvement, Microsoft Excel
Education
Roosevelt University 2014 — 2016
Master's of Science, Real Estate
Roosevelt University 1996 — 2000
Bachelor of Science, Business Administration, Finance
Hank Hoell's Northern Trust Company Experience September 1973 - August 1975
Job Chief Strategy Officer at Hawes Financial Group
Industry Financial Services
Experience
Hawes Financial Group January 2013 - Present
University of Oregon, Lundquist College of Business January 2012 - March 2012
LibertyBank (now Home Federal Bank) October 1994 - June 2010
Collins/Fox Strategies Group, Inc. June 1989 - October 1994
Jackson County Federal March 1988 - March 1989
Freedom Federal September 1985 - September 1987
Deloitte, Haskins & Sells (now Deloitte & Touche) September 1982 - September 1985
Bank One (now JP Morgan Chase) September 1977 - August 1982
Northern Trust Company September 1973 - August 1975
Majestic Savings (now Wells Fargo) November 1970 - August 1973
Skills
Contract Negotiation, P&L Responsibility, Insurance, Financial Risk, Business, Organizational..., Leadership, Strategy, Strategic Planning, Risk Management, Executive Management, Public Speaking, Business Strategy, Marketing Communications, Management, Marketing, Program Management, Training, Business Development, Change Management, Banking, P&L Management, Business Planning, New Business Development, Financial Analysis, Process Improvement, Forecasting, Start-ups, Marketing Strategy, Team Building, Sales Management, Mergers & Acquisitions, Credit, Finance, Consumer Lending, Portfolio Management, Commercial Lending
Education
Stanford University Graduate School of Business 1975 — 1977
MBA, Management, Marketing
University of Denver 1965 — 1969
BA, Economics
Hawes Financial Group January 2013 - Present
University of Oregon, Lundquist College of Business January 2012 - March 2012
LibertyBank (now Home Federal Bank) October 1994 - June 2010
Collins/Fox Strategies Group, Inc. June 1989 - October 1994
Jackson County Federal March 1988 - March 1989
Freedom Federal September 1985 - September 1987
Deloitte, Haskins & Sells (now Deloitte & Touche) September 1982 - September 1985
Bank One (now JP Morgan Chase) September 1977 - August 1982
Northern Trust Company September 1973 - August 1975
Majestic Savings (now Wells Fargo) November 1970 - August 1973
Skills
Contract Negotiation, P&L Responsibility, Insurance, Financial Risk, Business, Organizational..., Leadership, Strategy, Strategic Planning, Risk Management, Executive Management, Public Speaking, Business Strategy, Marketing Communications, Management, Marketing, Program Management, Training, Business Development, Change Management, Banking, P&L Management, Business Planning, New Business Development, Financial Analysis, Process Improvement, Forecasting, Start-ups, Marketing Strategy, Team Building, Sales Management, Mergers & Acquisitions, Credit, Finance, Consumer Lending, Portfolio Management, Commercial Lending
Education
Stanford University Graduate School of Business 1975 — 1977
MBA, Management, Marketing
University of Denver 1965 — 1969
BA, Economics
Nina Hanselmann's Northern Trust Company Experience 1981 - 1982
Job Vice President, Working Capital Consultant
Industry Banking
Experience
U.S. Bank September 2014 - Present
KeyBank July 2010 - December 2012
Key Bank July 2009 - July 2010
M&I Bank January 2006 - February 2009
PNC July 1999 - February 2005
First Union National Bank 1998 - 1999
CoreStates Bank 1996 - 1998
CoreStates Bank 1984 - 1988
Mellon Bank 1982 - 1984
Northern Trust Company 1981 - 1982
Skills
Commercial Lending, Credit Analysis, Small Business Lending, Loans, Credit, Commercial Mortgages, Treasury, Financial Services, Portfolio Management, Treasury Management, Retail Banking, Financial Institutions, Asset Based Lending, Cross Selling, Relationship Management, Product Management, Sales, Lines Of Credit, Internet Banking, Credit Risk, Loan Origination
Education
University of Notre Dame 1977 — 1981
Bachelor of Business Administration, Management
U.S. Bank September 2014 - Present
KeyBank July 2010 - December 2012
Key Bank July 2009 - July 2010
M&I Bank January 2006 - February 2009
PNC July 1999 - February 2005
First Union National Bank 1998 - 1999
CoreStates Bank 1996 - 1998
CoreStates Bank 1984 - 1988
Mellon Bank 1982 - 1984
Northern Trust Company 1981 - 1982
Skills
Commercial Lending, Credit Analysis, Small Business Lending, Loans, Credit, Commercial Mortgages, Treasury, Financial Services, Portfolio Management, Treasury Management, Retail Banking, Financial Institutions, Asset Based Lending, Cross Selling, Relationship Management, Product Management, Sales, Lines Of Credit, Internet Banking, Credit Risk, Loan Origination
Education
University of Notre Dame 1977 — 1981
Bachelor of Business Administration, Management
Kevin Mandel's Northern Trust Company Experience August 1978 - February 2012
Job Full Time Student attending Moraine Valley College majoring in Addictive Studies.
Industry Individual & Family Services
Experience
Northern Trust Company August 1978 - February 2012
Skills
I excel in Customer..., Handling clients is a..., Dealing with various..., Being able to juggle..., Giving the customer...
Education
Moraine Valley Community College 2013 — 2015
Associate's degree, Addiction Prevention and Treatment, 3.50
Northern Trust Company August 1978 - February 2012
Skills
I excel in Customer..., Handling clients is a..., Dealing with various..., Being able to juggle..., Giving the customer...
Education
Moraine Valley Community College 2013 — 2015
Associate's degree, Addiction Prevention and Treatment, 3.50
Tim Talafuse's Northern Trust Company Experience 1995 - 2010
Job Graduate of the University of North Texas
Industry Public Policy
Experience
Northern Trust Company 1995 - 2010
Education
University of North Texas 2010 — 2011
Northern Trust Company 1995 - 2010
Education
University of North Texas 2010 — 2011
Michael Burrage's Northern Trust Company Experience March 1994 - July 2008
Job Hedge Fund Accountant at Swiss Financial Services, Inc.
Industry Accounting
Experience
Swiss Financial Services, Inc. October 2008 - Present
Northern Trust Company March 1994 - July 2008
Education
Saint Xavier University 2006 — 2011
MBA, Financial Planning
Langston University 1987 — 1991
BBA, Accounting
Swiss Financial Services, Inc. October 2008 - Present
Northern Trust Company March 1994 - July 2008
Education
Saint Xavier University 2006 — 2011
MBA, Financial Planning
Langston University 1987 — 1991
BBA, Accounting
Rajiv Moorthy's Northern Trust Company Experience December 1991 - June 1994
Job Strategic Consultant at 321 Media Group
Industry Financial Services
Experience
321 Media Group January 2012 - Present
Self employed January 1997 - Present
Concerted Systems September 2006 - March 2011
Northern Trust Company December 1991 - June 1994
Northern Trust Company June 1990 - December 1991
Skills
Financial Advisory, Institutional..., Pension Funds, Investments, Equities, Mutual Funds, Retirement Planning, Strategic Financial..., Portfolio Management, Banking, Fixed Income, Series 7, Securities, Bloomberg
Education
University of Chicago 1994 — 1996
MBA, Finance
Northwestern University 1985 — 1989
B.A, Economics
321 Media Group January 2012 - Present
Self employed January 1997 - Present
Concerted Systems September 2006 - March 2011
Northern Trust Company December 1991 - June 1994
Northern Trust Company June 1990 - December 1991
Skills
Financial Advisory, Institutional..., Pension Funds, Investments, Equities, Mutual Funds, Retirement Planning, Strategic Financial..., Portfolio Management, Banking, Fixed Income, Series 7, Securities, Bloomberg
Education
University of Chicago 1994 — 1996
MBA, Finance
Northwestern University 1985 — 1989
B.A, Economics
Nora Mandel's Northern Trust Company Experience January 1997 - April 2012
Job Business Development Consultant at Zia Trust, Inc.
Industry Financial Services
Experience
ASU Osher Lifelong Learning Institute January 2014 - Present
Zia Trust, Inc. December 2012 - Present
Northern Trust January 1997 - April 2012
Northern Trust Company January 1997 - April 2012
lll January 1997 - April 2012
lll January 1993 - January 1997
First Interstate Bank of Arizona January 1967 - January 1997
lll January 1990 - January 1993
lll January 1983 - January 1990
Education
Northwestern University
ABA National Trust School
ASU Osher Lifelong Learning Institute January 2014 - Present
Zia Trust, Inc. December 2012 - Present
Northern Trust January 1997 - April 2012
Northern Trust Company January 1997 - April 2012
lll January 1997 - April 2012
lll January 1993 - January 1997
First Interstate Bank of Arizona January 1967 - January 1997
lll January 1990 - January 1993
lll January 1983 - January 1990
Education
Northwestern University
ABA National Trust School
Sylvia Iodice's Northern Trust Company Experience July 1990 - May 2010
Job Insurance Professional
Industry Insurance
Experience
Northern Trust Company July 1990 - May 2010
Northern Trust June 1990 - May 2010
Department of Rehabilitation Services May 1985 - July 1990
Education
Moraine Valley Community College
Northern Trust Company July 1990 - May 2010
Northern Trust June 1990 - May 2010
Department of Rehabilitation Services May 1985 - July 1990
Education
Moraine Valley Community College
Bernadine Jackson's Northern Trust Company Experience June 1992 - Present
Job Vice President at Northern Trust Company
Industry Financial Services
Experience
Northern Trust June 1992 - Present
Northern Trust Company June 1992 - Present
Harris Bank & Trust Company November 1988 - June 1992
Mercantile Bank & Trust June 1986 - June 1988
Skills
Portfolio Management, Wealth Management, Alternative Investments, Investments, Asset Allocation, Investment Management, Asset Management, Manage client..., New Business Development, Strategic Financial...
Education
St. Louis University
Master of Business Administration (M.B.A.), Finance
University of Missouri-Saint Louis
B.S., Chemistry and Education
Northern Trust June 1992 - Present
Northern Trust Company June 1992 - Present
Harris Bank & Trust Company November 1988 - June 1992
Mercantile Bank & Trust June 1986 - June 1988
Skills
Portfolio Management, Wealth Management, Alternative Investments, Investments, Asset Allocation, Investment Management, Asset Management, Manage client..., New Business Development, Strategic Financial...
Education
St. Louis University
Master of Business Administration (M.B.A.), Finance
University of Missouri-Saint Louis
B.S., Chemistry and Education
Colleen Ahern's Northern Trust Company Experience February 2001 - October 2007
Job Office Manager/Floor Manager at Sweet Baby Ray's Barbecue Elk Grove Village
Industry Restaurants
Experience
Sweet Baby Ray's Barbecue Elk Grove Village October 2007 - Present
Northern Trust Company February 2001 - October 2007
Dominick's Finer Foods April 1995 - February 2001
Skills
Computers, Word,...
Education
Triton College 1997 — 1998
Resurrection High School 1993 — 1997
High School
Sweet Baby Ray's Barbecue Elk Grove Village October 2007 - Present
Northern Trust Company February 2001 - October 2007
Dominick's Finer Foods April 1995 - February 2001
Skills
Computers, Word,...
Education
Triton College 1997 — 1998
Resurrection High School 1993 — 1997
High School
Donald Raiff Ph.D.'s Northern Trust Company Experience 1983 - 1998
Job Econmist/Financial Risk Manager
Industry Banking
Experience
DLR Consulting LLC 2002 - Present
Northern Trust Global Investments 1999 - 2001
Northern Trust Company 1983 - 1998
Northern Trust Company 1978 - 1982
Federal Reserve Bank of Philadelphia 1973 - 1977
Skills
Risk Management, Financial Risk, Enterprise Risk..., Financial Modeling, Management Consulting, Business Analysis, Financial Analysis, Banking, Credit Risk, Corporate Finance, Governance, Derivatives
Education
The Ohio State University 1966 — 1972
Doctor of Philosophy (Ph.D.), Economics with specialty in Monetary Policy
University of Dayton 1962 — 1965
BS: Industrial Management
DLR Consulting LLC 2002 - Present
Northern Trust Global Investments 1999 - 2001
Northern Trust Company 1983 - 1998
Northern Trust Company 1978 - 1982
Federal Reserve Bank of Philadelphia 1973 - 1977
Skills
Risk Management, Financial Risk, Enterprise Risk..., Financial Modeling, Management Consulting, Business Analysis, Financial Analysis, Banking, Credit Risk, Corporate Finance, Governance, Derivatives
Education
The Ohio State University 1966 — 1972
Doctor of Philosophy (Ph.D.), Economics with specialty in Monetary Policy
University of Dayton 1962 — 1965
BS: Industrial Management
Avinash Katta's Northern Trust Company Experience February 2009 - Present
Job Sr. Database Administrator at Northern Trust
Industry Information Technology and Services
Experience
Northern Trust Company February 2009 - Present
Skills
Oracle RAC, Database Administration, Data Guard, Oracle SQL, PL/SQL, VMware, VMware ESX, Linux, Solaris, AIX 5.x, Exadata
Education
University of Illinois Springfield
Master's degree, Computer Science
Northern Trust Company February 2009 - Present
Skills
Oracle RAC, Database Administration, Data Guard, Oracle SQL, PL/SQL, VMware, VMware ESX, Linux, Solaris, AIX 5.x, Exadata
Education
University of Illinois Springfield
Master's degree, Computer Science
Sharon Stortini's Northern Trust Company Experience August 1992 - Present
Job Trust Administrator at Northern Trust Company
Industry Financial Services
Experience
Northern Trust Company August 1992 - Present
Bank of America January 1986 - July 1992
Education
University of North Carolina at Chapel Hill 1981 — 1985
Bachelor of Arts (BA), Psychology
Northern Trust Company August 1992 - Present
Bank of America January 1986 - July 1992
Education
University of North Carolina at Chapel Hill 1981 — 1985
Bachelor of Arts (BA), Psychology
Denise Jirak Dullum's Northern Trust Company Experience January 1990 - April 1992
Job Banking Professional and Volunteer
Industry Banking
Experience
Lee County Library South County December 2009 - Present
Our Lady of Light Catholic Church October 2011 - Present
Gordon Jirak January 2009 - March 2015
Bank of Montreal October 2001 - August 2007
Bank of Montreal January 1998 - October 2001
Bank of Montreal December 1996 - January 1998
Harris Trust and Savings Bank (Subsidiary of Bank of Montreal) December 1993 - December 1996
Provident Bank August 1992 - July 1993
Northern Trust Company January 1990 - April 1992
Skills
Banking, Loans, Portfolio Management, Financial Analysis, Finance, Leadership, Cash Management, Trade Finance, Marketing, Funding, Customer Service
Education
Loras College 1985 — 1989
BA, Finance
Lee County Library South County December 2009 - Present
Our Lady of Light Catholic Church October 2011 - Present
Gordon Jirak January 2009 - March 2015
Bank of Montreal October 2001 - August 2007
Bank of Montreal January 1998 - October 2001
Bank of Montreal December 1996 - January 1998
Harris Trust and Savings Bank (Subsidiary of Bank of Montreal) December 1993 - December 1996
Provident Bank August 1992 - July 1993
Northern Trust Company January 1990 - April 1992
Skills
Banking, Loans, Portfolio Management, Financial Analysis, Finance, Leadership, Cash Management, Trade Finance, Marketing, Funding, Customer Service
Education
Loras College 1985 — 1989
BA, Finance
Ravi Pathman's Northern Trust Company Experience December 2013 - Present
Job Investment Accounting, Operations and Reporting
Industry Financial Services
Experience
Northern Trust Company December 2013 - Present
Babson Capital Management 2005 - 2008
Citigroup Global Investments 2000 - 2004
Princeton Financial Systems 1998 - 2000
CNA Insurance Company 1992 - 1998
Skills
Investments, Financial Analysis, Portfolio Management, Accounting, Account Reconciliation, Business Analysis, Databases, Financial Reporting, specific tax lot sales..., book value overlay..., Schedule D all parts, Regulatory and..., Data extracts, PAM Messaging, Foreign Exchange, Data Mining, Data Analysis, Business Process..., Liaison, Business Relationship..., Bloomberg, Cash Flow Reporting, Access, Vendor Management, Vendor Relationship...
Education
Boston University – Corporate Education 2005 — 2008
Project Management
University of Michigan
Bachelor of Business Administration (BBA), Finance
Northern Trust Company December 2013 - Present
Babson Capital Management 2005 - 2008
Citigroup Global Investments 2000 - 2004
Princeton Financial Systems 1998 - 2000
CNA Insurance Company 1992 - 1998
Skills
Investments, Financial Analysis, Portfolio Management, Accounting, Account Reconciliation, Business Analysis, Databases, Financial Reporting, specific tax lot sales..., book value overlay..., Schedule D all parts, Regulatory and..., Data extracts, PAM Messaging, Foreign Exchange, Data Mining, Data Analysis, Business Process..., Liaison, Business Relationship..., Bloomberg, Cash Flow Reporting, Access, Vendor Management, Vendor Relationship...
Education
Boston University – Corporate Education 2005 — 2008
Project Management
University of Michigan
Bachelor of Business Administration (BBA), Finance
Freddy Cardona's Northern Trust Company Experience March 2007 - September 2011
Job Investment Performance Consultant at the Northern Trust Company
Industry Banking
Experience
The Northern Trust Company September 2011 - Present
Northern Trust Company March 2007 - September 2011
Skills
Client servicing, Analytical Skills, Skilled Multi-tasker, Motivated, Finance, Investments, Financial Services, Financial Markets, Banking, Economics, Financial Analysis, Portfolio Management, Risk Management, Accounting
Education
University of Illinois at Chicago 2002 — 2005
Master of Business Administration (M.B.A.), Accounting and Finance, 3.6
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor of Science in Finance, Finance, General
The Northern Trust Company September 2011 - Present
Northern Trust Company March 2007 - September 2011
Skills
Client servicing, Analytical Skills, Skilled Multi-tasker, Motivated, Finance, Investments, Financial Services, Financial Markets, Banking, Economics, Financial Analysis, Portfolio Management, Risk Management, Accounting
Education
University of Illinois at Chicago 2002 — 2005
Master of Business Administration (M.B.A.), Accounting and Finance, 3.6
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor of Science in Finance, Finance, General
Joe Y. He's Northern Trust Company Experience February 2013 - Present
Job Senior IT Consultant at Northern Trust Company
Industry Financial Services
Experience
Northern Trust Company February 2013 - Present
Northern Trust Company February 2013 - Present
Northern Trust Company September 2009 - Present
Northern Trust Company September 2009 - February 2013
Classified Ventures February 2006 - September 2009
Accenture October 2004 - February 2006
eStar Communications, Inc April 2002 - September 2003
Education
University of Illinois at Urbana-Champaign 1999 — 2001
Bachelor's degree of Computer Engineering, Computer Engineering
Northern Trust Company February 2013 - Present
Northern Trust Company February 2013 - Present
Northern Trust Company September 2009 - Present
Northern Trust Company September 2009 - February 2013
Classified Ventures February 2006 - September 2009
Accenture October 2004 - February 2006
eStar Communications, Inc April 2002 - September 2003
Education
University of Illinois at Urbana-Champaign 1999 — 2001
Bachelor's degree of Computer Engineering, Computer Engineering
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.