Northern Trust Global Investments
Industry: Company
DescriptionParent organizations: Northern Trust, Northern Trust Management Services Ltd Subsidiaries: Northern Trust Investments, Incorporated, Northern Trust Global Investments Limited, Sprint Nextel 401(k) Plan
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Northern Trust Global Investments Employees
Employee
Years
Job
Industry
John Fitzgerald, CIPM John Fitzgerald, CIPM's Northern Trust Global Investments Experience June 2010 - November 2011
Job Performance Consultant
Industry Financial Services
Experience
Allstate Financial Services, LLC September 2013 - Present
Advent Software December 2011 - June 2013
Northern Trust Global Investments June 2010 - November 2011
William Blair & Company October 2007 - June 2010
Northern Trust September 2005 - October 2007
Northern Trust April 2000 - August 2005
Northern Trust Corporation May 1998 - April 2000
Northern Trust Corporation April 1996 - April 1998
Skills
Bloomberg, Performance Attribution, Performance Measurement, Market Data, Product Management, Analysis, Performance Reporting, Morningstar, Lotus Notes, Factset, Eagle Pace, Axys, Business Development, Team Management, Team Building, Research, Strategic Planning &..., Leadership, Communication, Project Management, Relationship Building, Process Development, Performance Consulting, Performance Analysis, Portfolio Review, Performance Report..., Application Consulting, Investment Analysis, Accounting Operations..., Accounting Analysis, Client Relationship..., Problem Solving, Auditing, Accounting, CRM, Eagle PACE, Investment Management, Portfolio Management, Financial Services, Management
Education
Illinois State University 1990 — 1995
B.S., Finance, Business Administration
Allstate Financial Services, LLC September 2013 - Present
Advent Software December 2011 - June 2013
Northern Trust Global Investments June 2010 - November 2011
William Blair & Company October 2007 - June 2010
Northern Trust September 2005 - October 2007
Northern Trust April 2000 - August 2005
Northern Trust Corporation May 1998 - April 2000
Northern Trust Corporation April 1996 - April 1998
Skills
Bloomberg, Performance Attribution, Performance Measurement, Market Data, Product Management, Analysis, Performance Reporting, Morningstar, Lotus Notes, Factset, Eagle Pace, Axys, Business Development, Team Management, Team Building, Research, Strategic Planning &..., Leadership, Communication, Project Management, Relationship Building, Process Development, Performance Consulting, Performance Analysis, Portfolio Review, Performance Report..., Application Consulting, Investment Analysis, Accounting Operations..., Accounting Analysis, Client Relationship..., Problem Solving, Auditing, Accounting, CRM, Eagle PACE, Investment Management, Portfolio Management, Financial Services, Management
Education
Illinois State University 1990 — 1995
B.S., Finance, Business Administration
Jacqueline Reyes Jacqueline Reyes's Northern Trust Global Investments Experience June 1997 - August 2003
Job Experienced Financial Operations Support Specialist
Industry Financial Services
Experience
Florida Fiduciary Wealth Management June 2012 - Present
Florida Fiduciary Wealth Management January 2011 - June 2012
Northern Trust Global Investments June 1997 - August 2003
Northern Trust Global Investments January 1993 - June 1997
Northern Trust January 1992 - January 1993
Northern Trust Global Investments February 1989 - January 1992
Northern Trust February 1987 - February 1989
Torstenson Glass Company October 1985 - February 1987
Skills
Analysis, Performance Management, Troubleshooting, Investments, Asset Allocation, Access, Asset Management, Fixed Income, Equities, Finance, Wealth Management
Education
Polk State Corporate College 2009 — 2010
Finance, Excel
Polk State College 2007 — 2008
Education
DePaul University 1995 — 2003
Bachelor's, Business Management
Florida Fiduciary Wealth Management June 2012 - Present
Florida Fiduciary Wealth Management January 2011 - June 2012
Northern Trust Global Investments June 1997 - August 2003
Northern Trust Global Investments January 1993 - June 1997
Northern Trust January 1992 - January 1993
Northern Trust Global Investments February 1989 - January 1992
Northern Trust February 1987 - February 1989
Torstenson Glass Company October 1985 - February 1987
Skills
Analysis, Performance Management, Troubleshooting, Investments, Asset Allocation, Access, Asset Management, Fixed Income, Equities, Finance, Wealth Management
Education
Polk State Corporate College 2009 — 2010
Finance, Excel
Polk State College 2007 — 2008
Education
DePaul University 1995 — 2003
Bachelor's, Business Management
Christopher Gunther Christopher Gunther's Northern Trust Global Investments Experience December 2009 - June 2011
Job Associate at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley January 2015 - Present
Royal Bank of Scotland August 2011 - October 2014
Northern Trust Global Investments December 2009 - June 2011
Various Consulting Roles November 2008 - December 2009
Claymore Advisors LLC November 2007 - October 2008
US Bank August 2006 - November 2007
Amcore Investment Group January 2000 - August 2006
Merrill Lynch September 1999 - December 1999
Commercial Credit Corporation June 1997 - May 1999
Skills
Bloomberg, Equities, Securities, Trading Systems, Valuation, FX Options, FX trading, FX Spot, FX Operations, Asset Management, Portfolio Management, Fixed Income, Trading, Derivatives, Investments, Credit Risk, Risk Management, Mutual Funds, Asset Allocation, Management, Investment Banking, Analysis, Financial Analysis, Financial Risk
Education
Arizona State University 1996 — 1999
Bachelor's of Science, Justice Studies
Boylan 1990 — 1994
High School, College Prepartory
Morgan Stanley January 2015 - Present
Royal Bank of Scotland August 2011 - October 2014
Northern Trust Global Investments December 2009 - June 2011
Various Consulting Roles November 2008 - December 2009
Claymore Advisors LLC November 2007 - October 2008
US Bank August 2006 - November 2007
Amcore Investment Group January 2000 - August 2006
Merrill Lynch September 1999 - December 1999
Commercial Credit Corporation June 1997 - May 1999
Skills
Bloomberg, Equities, Securities, Trading Systems, Valuation, FX Options, FX trading, FX Spot, FX Operations, Asset Management, Portfolio Management, Fixed Income, Trading, Derivatives, Investments, Credit Risk, Risk Management, Mutual Funds, Asset Allocation, Management, Investment Banking, Analysis, Financial Analysis, Financial Risk
Education
Arizona State University 1996 — 1999
Bachelor's of Science, Justice Studies
Boylan 1990 — 1994
High School, College Prepartory
Brad Schneider Brad Schneider's Northern Trust Global Investments Experience April 2011 - November 2012
Job Investment Associate and Officer
Industry Investment Management
Experience
Northern Trust November 2012 - Present
Northern Trust Global Investments April 2011 - November 2012
Aon Hewitt September 2008 - April 2011
Skills
Investments, Financial Analysis, Financial Modeling, Mutual Funds, Asset Management, Equities, Portfolio Management, Asset Allocation, Investment Management, Fixed Income, Valuation, Series 7, Securities, Finance, Wealth Management, Equity Research, Due Diligence, Financial Services, Bloomberg, Capital Markets, Microsoft Excel, Alternative Investments, Hedge Funds, Data Analysis, Asset Managment, Customer Service, Process Improvement, Options
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (MBA), Finance, Economics, Econometrics and Statistics and Entrepreneurship
Indiana University - Kelley School of Business 2004 — 2008
Bachelor's, Finance, International Business, Spanish
Northern Trust November 2012 - Present
Northern Trust Global Investments April 2011 - November 2012
Aon Hewitt September 2008 - April 2011
Skills
Investments, Financial Analysis, Financial Modeling, Mutual Funds, Asset Management, Equities, Portfolio Management, Asset Allocation, Investment Management, Fixed Income, Valuation, Series 7, Securities, Finance, Wealth Management, Equity Research, Due Diligence, Financial Services, Bloomberg, Capital Markets, Microsoft Excel, Alternative Investments, Hedge Funds, Data Analysis, Asset Managment, Customer Service, Process Improvement, Options
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (MBA), Finance, Economics, Econometrics and Statistics and Entrepreneurship
Indiana University - Kelley School of Business 2004 — 2008
Bachelor's, Finance, International Business, Spanish
Evan S. Katz, CFA Evan S. Katz, CFA's Northern Trust Global Investments Experience March 2001 - December 2005
Job Fixed Income Research Analyst at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management January 2006 - Present
Northern Trust Global Investments March 2001 - December 2005
Northern Trust Global Investments October 1999 - February 2001
Northern Trust June 1997 - September 1999
Skills
Investments, Asset Managment, Financial Analysis, Microsoft Excel, Financial Modeling, Fixed Income, Fixed Income Analysis, Fixed Income Portfolio..., Bloomberg, Portfolio Management, Bonds, Asset Management
Education
Kellogg Graduate School of Management
Master of Business Administration (MBA), Finance, Management, Entrepreneurship, and Strategy
Indiana University - Kelley School of Business 1993 — 1997
Bachelor of Science (BS), Finance
Northern Trust Asset Management January 2006 - Present
Northern Trust Global Investments March 2001 - December 2005
Northern Trust Global Investments October 1999 - February 2001
Northern Trust June 1997 - September 1999
Skills
Investments, Asset Managment, Financial Analysis, Microsoft Excel, Financial Modeling, Fixed Income, Fixed Income Analysis, Fixed Income Portfolio..., Bloomberg, Portfolio Management, Bonds, Asset Management
Education
Kellogg Graduate School of Management
Master of Business Administration (MBA), Finance, Management, Entrepreneurship, and Strategy
Indiana University - Kelley School of Business 1993 — 1997
Bachelor of Science (BS), Finance
Sophia Gellen, CIMA's Northern Trust Global Investments Experience October 2006 - June 2011
Job Vice President, The Private Bank Wells Fargo
Industry Investment Management
Experience
Wells Fargo June 2014 - Present
The Hartford April 2013 - June 2013
J.P. Morgan July 2011 - July 2012
Northern Trust Global Investments October 2006 - June 2011
Morgan Stanley December 2002 - June 2006
Skills
Investments, Equities, Institutional..., Management, Sales, Alternative Investments, Asset Allocation, Portfolio Management, Asset Management, Investment Management
Education
Stella Adler Conservatory of Acting 1997 — 1998
Alvin Ailey American Dance Theater 1996 — 1998
Dance
Loughborough University 1992 — 1996
BA Hons., European Business
Wells Fargo June 2014 - Present
The Hartford April 2013 - June 2013
J.P. Morgan July 2011 - July 2012
Northern Trust Global Investments October 2006 - June 2011
Morgan Stanley December 2002 - June 2006
Skills
Investments, Equities, Institutional..., Management, Sales, Alternative Investments, Asset Allocation, Portfolio Management, Asset Management, Investment Management
Education
Stella Adler Conservatory of Acting 1997 — 1998
Alvin Ailey American Dance Theater 1996 — 1998
Dance
Loughborough University 1992 — 1996
BA Hons., European Business
Somasundaram Dharmalingam Somasundaram Dharmalingam's Northern Trust Global Investments Experience July 2005 - December 2009
Job AVP prime finance IT support at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse January 2010 - Present
Northern Trust Global Investments July 2005 - December 2009
National Football League October 2004 - June 2005
Radian Group Inc, Philadelphia, PA,USA April 2002 - September 2004
AT&T, Newjersey,NJ,USA April 2001 - November 2001
Deutsche Bank, Newyork, NY,USA January 2000 - March 2001
Larsen & Toubro June 1984 - December 1999
Skills
Fixed Assets, ERP, System Deployment, Business Analysis, Vendor Management, Risk Management, Requirements Analysis, Access, C#, Unix, Oracle, Integration, Data Warehousing
Education
Anna University 1995 — 1995
Diploma, Sybase TSQL with Visual Basic and Power Builder
Annamalai University 1991 — 1991
PGDMM, Materials Management
Thiagarajar College of Engineering 1983 — 1983
Diploma, BASIC, COBOL, FORTRAN, PL1 and System Designs
University of Madras 1978 — 1981
B.Com, Accounting
Credit Suisse January 2010 - Present
Northern Trust Global Investments July 2005 - December 2009
National Football League October 2004 - June 2005
Radian Group Inc, Philadelphia, PA,USA April 2002 - September 2004
AT&T, Newjersey,NJ,USA April 2001 - November 2001
Deutsche Bank, Newyork, NY,USA January 2000 - March 2001
Larsen & Toubro June 1984 - December 1999
Skills
Fixed Assets, ERP, System Deployment, Business Analysis, Vendor Management, Risk Management, Requirements Analysis, Access, C#, Unix, Oracle, Integration, Data Warehousing
Education
Anna University 1995 — 1995
Diploma, Sybase TSQL with Visual Basic and Power Builder
Annamalai University 1991 — 1991
PGDMM, Materials Management
Thiagarajar College of Engineering 1983 — 1983
Diploma, BASIC, COBOL, FORTRAN, PL1 and System Designs
University of Madras 1978 — 1981
B.Com, Accounting
Stephanie (Elhayani) Davidson Stephanie (Elhayani) Davidson's Northern Trust Global Investments Experience July 2001 - 2004
Job Owner, SEED Floral Couture
Industry Events Services
Experience
Seed Floral Couture October 2005 - Present
Fresh Wata 2008 - 2012
Montres CORUM 2009 - 2009
Oppenheimer & Co. July 2006 - October 2007
Northern Trust Global Investments July 2001 - 2004
Skills
Asset Managment, Event Planning, Microsoft Word, Event Management, Marketing, Budgets, Sales, Microsoft Excel, PowerPoint, Asset Allocation, New Business Development, Wealth Management, Portfolio Management, Insurance, Social Media, Marketing Strategy, Advertising, Sales Management, Microsoft Office, Strategic Planning
Education
California State University-Long Beach 1996 — 1998
Bachelor's degree, Heath Education
University of Hartford 1994 — 1996
International Business
Seed Floral Couture October 2005 - Present
Fresh Wata 2008 - 2012
Montres CORUM 2009 - 2009
Oppenheimer & Co. July 2006 - October 2007
Northern Trust Global Investments July 2001 - 2004
Skills
Asset Managment, Event Planning, Microsoft Word, Event Management, Marketing, Budgets, Sales, Microsoft Excel, PowerPoint, Asset Allocation, New Business Development, Wealth Management, Portfolio Management, Insurance, Social Media, Marketing Strategy, Advertising, Sales Management, Microsoft Office, Strategic Planning
Education
California State University-Long Beach 1996 — 1998
Bachelor's degree, Heath Education
University of Hartford 1994 — 1996
International Business
Ryan Boyle Ryan Boyle's Northern Trust Global Investments Experience 2010 - 2012
Job Consultant
Industry Market Research
Experience
Sheffield Asset Management, L.L.C. July 2015 - Present
Sports Analytics August 2012 - Present
University of Chicago Booth School of Business October 2012 - October 2014
Northern Trust Global Investments 2010 - 2012
Bank of America 2009 - 2010
JP Morgan 2007 - 2009
Skills
Investment Banking, Hedge Funds, Private Equity, Alternative Investments, Bloomberg, Options, Financial Analysis, Equities, Financial Modeling, Portfolio Management, Strategy
Education
Lewis University
Bachelor of Science, Finance
Sheffield Asset Management, L.L.C. July 2015 - Present
Sports Analytics August 2012 - Present
University of Chicago Booth School of Business October 2012 - October 2014
Northern Trust Global Investments 2010 - 2012
Bank of America 2009 - 2010
JP Morgan 2007 - 2009
Skills
Investment Banking, Hedge Funds, Private Equity, Alternative Investments, Bloomberg, Options, Financial Analysis, Equities, Financial Modeling, Portfolio Management, Strategy
Education
Lewis University
Bachelor of Science, Finance
Julie Loftus Julie Loftus's Northern Trust Global Investments Experience June 2009 - July 2014
Job Senior Vice President Client Solutions Client Servicing Specialists at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management June 2014 - Present
Northern Trust Global Investments June 2009 - July 2014
Skills
Asset Management
Education
Marquette University 1982 — 1986
B.S., Finance and Computer Science
Northern Trust Asset Management June 2014 - Present
Northern Trust Global Investments June 2009 - July 2014
Skills
Asset Management
Education
Marquette University 1982 — 1986
B.S., Finance and Computer Science
Ron Skleney's Northern Trust Global Investments Experience June 1994 - August 2004
Job Naturalist at Willowbrook Wildlife Center
Industry Environmental Services
Experience
Willowbrook Wildlife Center August 2004 - Present
Northern Trust Global Investments June 1994 - August 2004
Skills
Non-profits, Informal Education, Public Speaking, Community Outreach, Volunteer Training, Volunteer Management, Event Planning, Event Management, Project Management, Research, Nature Education, Birds, Interpretation, Bird Watching, Special Event, Environmental Science, Wildlife, Environmental Education, Program Evaluation, Natural History, Wildlife Biology, Educational Outreach, Natural Resources, Ecology, Teaching, Wildlife Conservation, Conservation Issues
Education
Northeastern Illinois University 1998 — 2004
BA, Environmental Studies
Willowbrook Wildlife Center August 2004 - Present
Northern Trust Global Investments June 1994 - August 2004
Skills
Non-profits, Informal Education, Public Speaking, Community Outreach, Volunteer Training, Volunteer Management, Event Planning, Event Management, Project Management, Research, Nature Education, Birds, Interpretation, Bird Watching, Special Event, Environmental Science, Wildlife, Environmental Education, Program Evaluation, Natural History, Wildlife Biology, Educational Outreach, Natural Resources, Ecology, Teaching, Wildlife Conservation, Conservation Issues
Education
Northeastern Illinois University 1998 — 2004
BA, Environmental Studies
Thalia Lloyd Thalia Lloyd's Northern Trust Global Investments Experience October 2007 - August 2012
Job Second Vice President Sr. Institutional Account Manager Alternative Assets at Northern Trust Global Investments
Industry Financial Services
Experience
Northern Trust Asset Management August 2012 - Present
Northern Trust Global Investments October 2007 - August 2012
Northern Trust September 2006 - October 2007
Computershare Trust Co March 2003 - July 2006
Computershare Investor Services June 1999 - March 2003
Harris Trust and Savings Bank June 1996 - June 1999
Skills
Asset Managment, Equities, Investments, Portfolio Management, Fixed Income, Financial Services, Mutual Funds, Asset Allocation, Series 7, Financial Analysis, Securities, Alternative Investments, Risk Management, Banking, Wealth Management, Bloomberg
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
MBA
DeVry University
Bachelor of Science, Technical Management
Northern Trust Asset Management August 2012 - Present
Northern Trust Global Investments October 2007 - August 2012
Northern Trust September 2006 - October 2007
Computershare Trust Co March 2003 - July 2006
Computershare Investor Services June 1999 - March 2003
Harris Trust and Savings Bank June 1996 - June 1999
Skills
Asset Managment, Equities, Investments, Portfolio Management, Fixed Income, Financial Services, Mutual Funds, Asset Allocation, Series 7, Financial Analysis, Securities, Alternative Investments, Risk Management, Banking, Wealth Management, Bloomberg
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
MBA
DeVry University
Bachelor of Science, Technical Management
Jeffrey Wickline, CFA Jeffrey Wickline, CFA's Northern Trust Global Investments Experience April 2008 - May 2012
Job Vice President at Northern Trust
Industry Investment Management
Experience
Northern Trust June 2012 - Present
Northern Trust Global Investments April 2008 - May 2012
William O'Neil + Co. Inc. January 2006 - April 2008
William O'Neil + Co. Inc. August 1999 - December 2005
T. Rowe Price 1996 - 1999
Education
California State Polytechnic University-Pomona 1992 — 1995
Bachelor of Science (B.S.), Finance
Northern Trust June 2012 - Present
Northern Trust Global Investments April 2008 - May 2012
William O'Neil + Co. Inc. January 2006 - April 2008
William O'Neil + Co. Inc. August 1999 - December 2005
T. Rowe Price 1996 - 1999
Education
California State Polytechnic University-Pomona 1992 — 1995
Bachelor of Science (B.S.), Finance
Matt Tushman Matt Tushman's Northern Trust Global Investments Experience August 2005 - November 2011
Job
Industry Investment Management
Experience
Northern Trust January 2012 - Present
Northern Trust Global Investments August 2005 - November 2011
Northern Trust 1999 - 2005
Learning Insights 1998 - 1999
Northern Trust 1996 - 1998
First Trust of Illinois 1995 - 1996
Bank of America 1994 - 1995
Continental Illinois National Bank 1992 - 1994
Skills
Asset Managment, Cross-functional Team..., Risk Management, Product Development, Vendor Management, Asset Management, Analytics, Management, Leadership, Analysis, Strategic Planning, Investments, Finance, Strategic Partnerships, Strategy, Wealth Management, Financial Services, Contract Negotiation, Banking, Financial Modeling
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1992
MBA
Western Michigan University 1983 — 1987
BBA
Northern Trust January 2012 - Present
Northern Trust Global Investments August 2005 - November 2011
Northern Trust 1999 - 2005
Learning Insights 1998 - 1999
Northern Trust 1996 - 1998
First Trust of Illinois 1995 - 1996
Bank of America 1994 - 1995
Continental Illinois National Bank 1992 - 1994
Skills
Asset Managment, Cross-functional Team..., Risk Management, Product Development, Vendor Management, Asset Management, Analytics, Management, Leadership, Analysis, Strategic Planning, Investments, Finance, Strategic Partnerships, Strategy, Wealth Management, Financial Services, Contract Negotiation, Banking, Financial Modeling
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1992
MBA
Western Michigan University 1983 — 1987
BBA
John Mirante, CFA, CPA John Mirante, CFA, CPA's Northern Trust Global Investments Experience 2007 - November 2013
Job Senior Relationship Manager at BMO Global Asset Management
Industry Financial Services
Experience
BMO Global Asset Management December 2013 - Present
Northern Trust Global Investments 2007 - November 2013
Credit Suisse HOLT 2000 - 2006
Altria 1997 - 2000
Crowe Horwath LLP 1994 - 1997
Education
Northern Illinois University 1990 — 1994
B.S., Accountancy
BMO Global Asset Management December 2013 - Present
Northern Trust Global Investments 2007 - November 2013
Credit Suisse HOLT 2000 - 2006
Altria 1997 - 2000
Crowe Horwath LLP 1994 - 1997
Education
Northern Illinois University 1990 — 1994
B.S., Accountancy
Jian Khodadad Jian Khodadad's Northern Trust Global Investments Experience 1996 - 1998
Job Director, Corporate Strategy & Business Development at SiriusXM
Industry Entertainment
Experience
Sirius XM Radio Inc. 2014 - Present
Clearwire 2008 - 2013
Sprint 2005 - 2008
Nextel 2002 - 2005
Nextel 2000 - 2002
Northern Trust Global Investments 1996 - 1998
Skills
Investments, Location Based Services, Strategic Partnerships, Mobile Devices, Business Strategy, Wireless, Product Management, Cloud Computing, Business Development, Direct Sales, M2M, 4G, Pricing Strategy, WiMAX, Business Process..., Product Launch, Telecommunications, Solution Selling, Go-to-market Strategy, Sales Enablement, Acquisition Integration, Mergers & Acquisitions, PMO, Marketing Strategy, Strategic Planning, Marketing, Start-ups, Product Development, Consulting, Strategy, Mobile Technology, SaaS, Management, P&L Management, Mobile Applications, Business Planning, Leadership
Education
Georgetown University 1998 — 2000
MBA
Lake Forest College 1992 — 1996
Economics
Sirius XM Radio Inc. 2014 - Present
Clearwire 2008 - 2013
Sprint 2005 - 2008
Nextel 2002 - 2005
Nextel 2000 - 2002
Northern Trust Global Investments 1996 - 1998
Skills
Investments, Location Based Services, Strategic Partnerships, Mobile Devices, Business Strategy, Wireless, Product Management, Cloud Computing, Business Development, Direct Sales, M2M, 4G, Pricing Strategy, WiMAX, Business Process..., Product Launch, Telecommunications, Solution Selling, Go-to-market Strategy, Sales Enablement, Acquisition Integration, Mergers & Acquisitions, PMO, Marketing Strategy, Strategic Planning, Marketing, Start-ups, Product Development, Consulting, Strategy, Mobile Technology, SaaS, Management, P&L Management, Mobile Applications, Business Planning, Leadership
Education
Georgetown University 1998 — 2000
MBA
Lake Forest College 1992 — 1996
Economics
Andre Mansour Andre Mansour's Northern Trust Global Investments Experience April 2012 - January 2014
Job Portfolio Associate
Industry Investment Management
Experience
Harris Associates December 2013 - Present
Northern Trust Global Investments April 2012 - January 2014
Northern Trust August 2010 - April 2012
Northern Trust September 2007 - August 2010
Skills
Alternative Investments, Project Management, Wealth Management, Hedge Funds, Asset Allocation, Quantitative Analytics, PerTrac, Tactical Asset..., Bloomberg Terminal, Private Equity, Valuation, Portfolio Management, Mutual Funds, Asset Management, Financial Services, Investments, Equities, Financial Modeling, Financial Analysis, Fixed Income
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Michigan State University - The Eli Broad Graduate School of Management 2003 — 2006
Business Administration - Pre-Law, Business Administration and Management, General
Harris Associates December 2013 - Present
Northern Trust Global Investments April 2012 - January 2014
Northern Trust August 2010 - April 2012
Northern Trust September 2007 - August 2010
Skills
Alternative Investments, Project Management, Wealth Management, Hedge Funds, Asset Allocation, Quantitative Analytics, PerTrac, Tactical Asset..., Bloomberg Terminal, Private Equity, Valuation, Portfolio Management, Mutual Funds, Asset Management, Financial Services, Investments, Equities, Financial Modeling, Financial Analysis, Fixed Income
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Michigan State University - The Eli Broad Graduate School of Management 2003 — 2006
Business Administration - Pre-Law, Business Administration and Management, General
Frederick Porzelt Frederick Porzelt's Northern Trust Global Investments Experience October 2012 - Present
Job Associate Investment Relationship Manager at Northern Trust Global Investments
Industry Financial Services
Experience
Northern Trust Global Investments October 2012 - Present
National Compliance Consultants Inc (NCCI) March 2012 - October 2012
Knight Capital Americas June 2008 - June 2011
Lambright Financial Solutions October 2004 - June 2008
Bank of New York BNY Brokerage 2003 - 2004
Capital Resource Advisors / Capital Resource Financial Services 1997 - 2003
SEI Investments 1983 - 1997
A.G. Becker 1974 - 1983
Skills
Client Services, Project Management, Creative Problem Solving, Process Improvement, Requirements Gathering, Transition Management, Project Implementation, Cost Reduction, Client Retention, Client Focused Solutions, Vendor Management, Microsoft Office, Problem Solving, Change Management, Analysis, Customer Service, Series 7, Series 24, Series 63, Financial Services, Securities, Mergers & Acquisitions, Management, Investments, Portfolio Management
Education
Loyola University of Chicago
Northern Trust Global Investments October 2012 - Present
National Compliance Consultants Inc (NCCI) March 2012 - October 2012
Knight Capital Americas June 2008 - June 2011
Lambright Financial Solutions October 2004 - June 2008
Bank of New York BNY Brokerage 2003 - 2004
Capital Resource Advisors / Capital Resource Financial Services 1997 - 2003
SEI Investments 1983 - 1997
A.G. Becker 1974 - 1983
Skills
Client Services, Project Management, Creative Problem Solving, Process Improvement, Requirements Gathering, Transition Management, Project Implementation, Cost Reduction, Client Retention, Client Focused Solutions, Vendor Management, Microsoft Office, Problem Solving, Change Management, Analysis, Customer Service, Series 7, Series 24, Series 63, Financial Services, Securities, Mergers & Acquisitions, Management, Investments, Portfolio Management
Education
Loyola University of Chicago
Cory Fulton's Northern Trust Global Investments Experience November 2010 - May 2012
Job Vice President, Senior Investment Analyst, Mesirow Wealth Advisors
Industry Investment Management
Experience
Mesirow Financial April 2014 - Present
Mesirow Financial May 2012 - April 2014
Northern Trust Global Investments November 2010 - May 2012
Northern Trust Global Investments July 2009 - November 2010
Skills
Equities, Asset Allocation, Investments, Fixed Income, Portfolio Management, Valuation, Alternative Investments, Asset Management, Investment Management
Education
Cornell University 2002 — 2007
Fenwick High School 1998 — 2002
High School
Mesirow Financial April 2014 - Present
Mesirow Financial May 2012 - April 2014
Northern Trust Global Investments November 2010 - May 2012
Northern Trust Global Investments July 2009 - November 2010
Skills
Equities, Asset Allocation, Investments, Fixed Income, Portfolio Management, Valuation, Alternative Investments, Asset Management, Investment Management
Education
Cornell University 2002 — 2007
Fenwick High School 1998 — 2002
High School
Yves-Georges A. Joseph II's Northern Trust Global Investments Experience 2004 - 2005
Job Vice President of Development at CENTERPLAN Development Company LLC
Industry Real Estate
Experience
CENTERPLAN Development Company LLC April 2010 - Present
RCLCO (Robert Charles Lesser & Co.) July 2006 - March 2010
Northern Trust Global Investments 2004 - 2005
A.T. Kearney 2003 - 2004
Skills
Construction, Mixed-use, Financial Analysis, Real Estate Economics, Hospitality, Retail, Real Estate Transactions, Management, Real Estate, Commercial Real Estate, Real Estate Development, Real Estate Financing, Real Estate Investor, Land Development, Multi-family, Entitlements, Project Management, Private Equity, Investment Properties, Business Strategy, Due Diligence, Financial Modeling, Valuation
Education
Harvard University
AB, Economics
Columbia University - Columbia Business School
Master of Business Administration (MBA), Real Estate Development
CENTERPLAN Development Company LLC April 2010 - Present
RCLCO (Robert Charles Lesser & Co.) July 2006 - March 2010
Northern Trust Global Investments 2004 - 2005
A.T. Kearney 2003 - 2004
Skills
Construction, Mixed-use, Financial Analysis, Real Estate Economics, Hospitality, Retail, Real Estate Transactions, Management, Real Estate, Commercial Real Estate, Real Estate Development, Real Estate Financing, Real Estate Investor, Land Development, Multi-family, Entitlements, Project Management, Private Equity, Investment Properties, Business Strategy, Due Diligence, Financial Modeling, Valuation
Education
Harvard University
AB, Economics
Columbia University - Columbia Business School
Master of Business Administration (MBA), Real Estate Development
Chris Aguilar Chris Aguilar's Northern Trust Global Investments Experience November 2007 - August 2011
Job Commercial Development Analyst at BP
Industry Financial Services
Experience
BP - Integrated Supply and Trading, Global Oil Americas September 2014 - Present
BP - Integrated Supply and Trading, Global Oil Americas January 2014 - August 2014
BP - Integrated Supply and Trading, Global Oil Americas January 2013 - December 2013
BP - Integrated Supply and Trading, Global Oil Americas January 2013 - December 2013
BP - Integrated Supply and Trading, Global Oil Americas August 2011 - December 2012
Northern Trust Global Investments November 2007 - August 2011
Northern Trust Global Investments August 2007 - November 2007
Working in the Schools (WITS) July 2006 - July 2007
Skills
Strategy, Strategic Planning, Economics, Energy, Trading, Nonprofits, Project Management, Market Analysis, Financial Services, Asset Management, Market Research, Analytics, Analysis, Microsoft Office
Education
Princeton University 2002 — 2006
AB, Economics
BP - Integrated Supply and Trading, Global Oil Americas September 2014 - Present
BP - Integrated Supply and Trading, Global Oil Americas January 2014 - August 2014
BP - Integrated Supply and Trading, Global Oil Americas January 2013 - December 2013
BP - Integrated Supply and Trading, Global Oil Americas January 2013 - December 2013
BP - Integrated Supply and Trading, Global Oil Americas August 2011 - December 2012
Northern Trust Global Investments November 2007 - August 2011
Northern Trust Global Investments August 2007 - November 2007
Working in the Schools (WITS) July 2006 - July 2007
Skills
Strategy, Strategic Planning, Economics, Energy, Trading, Nonprofits, Project Management, Market Analysis, Financial Services, Asset Management, Market Research, Analytics, Analysis, Microsoft Office
Education
Princeton University 2002 — 2006
AB, Economics
Yasmin Snyder's Northern Trust Global Investments Experience October 2012 - Present
Job Consultant, Investment Performance at Northern Trust Global Investments
Industry Investment Management
Experience
Northern Trust Global Investments October 2012 - Present
INTECH Investment Management LLC (a Janus Capital Group Company) January 2012 - October 2012
INTECH Investment Management LLC (a Janus Capital Group Company) January 2008 - December 2011
INTECH Investment Management LLC (a Janus Capital Group Company) July 2007 - December 2007
INTECH Investment Management LLC (a Janus Capital Group Company) January 2007 - June 2007
INTECH Investment Management LLC (a Janus Capital Group Company) March 2005 - December 2006
INTECH Investment Management LLC (a Janus Capital Group Company) January 2003 - March 2005
Office Depot 2002 - 2002
LaSalle Bank 2002 - 2002
Skills
Performance Metrics, Salesforce.com, Asset Managment, Investments, Mutual Funds, Access, Alternative Investments, Asset Management, Budgets, CRM, Customer Service, Equities, Finance, Financial Analysis, Financial Modeling, Financial Services, Forecasting, Investment Management, Leadership, Management, Marketing, Portfolio Management, Project Management, Strategy, Series 7
Education
Florida Atlantic University 1996 — 2002
BS, Management Information Systems
Northern Trust Global Investments October 2012 - Present
INTECH Investment Management LLC (a Janus Capital Group Company) January 2012 - October 2012
INTECH Investment Management LLC (a Janus Capital Group Company) January 2008 - December 2011
INTECH Investment Management LLC (a Janus Capital Group Company) July 2007 - December 2007
INTECH Investment Management LLC (a Janus Capital Group Company) January 2007 - June 2007
INTECH Investment Management LLC (a Janus Capital Group Company) March 2005 - December 2006
INTECH Investment Management LLC (a Janus Capital Group Company) January 2003 - March 2005
Office Depot 2002 - 2002
LaSalle Bank 2002 - 2002
Skills
Performance Metrics, Salesforce.com, Asset Managment, Investments, Mutual Funds, Access, Alternative Investments, Asset Management, Budgets, CRM, Customer Service, Equities, Finance, Financial Analysis, Financial Modeling, Financial Services, Forecasting, Investment Management, Leadership, Management, Marketing, Portfolio Management, Project Management, Strategy, Series 7
Education
Florida Atlantic University 1996 — 2002
BS, Management Information Systems
Ferris W McQuade Ferris W McQuade's Northern Trust Global Investments Experience June 2007 - September 2010
Job Compliance Examiner at William Blair & Company
Industry Financial Services
Experience
William Blair & Company December 2013 - Present
Harbor Capital Advisors, Inc. January 2011 - November 2013
Northern Trust Global Investments June 2007 - September 2010
Kappa Kappa Gamma National Sorority - Eta Lambda Chapter August 2004 - March 2007
Signature Specialists August 2005 - August 2006
Orion Capital Managers July 2005 - July 2005
Skills
Mutual Funds, Cross-functional Team..., Leadership, Time Management
Education
Loyola University Chicago 2003 — 2007
BBA, Accounting, Finance
William Blair & Company December 2013 - Present
Harbor Capital Advisors, Inc. January 2011 - November 2013
Northern Trust Global Investments June 2007 - September 2010
Kappa Kappa Gamma National Sorority - Eta Lambda Chapter August 2004 - March 2007
Signature Specialists August 2005 - August 2006
Orion Capital Managers July 2005 - July 2005
Skills
Mutual Funds, Cross-functional Team..., Leadership, Time Management
Education
Loyola University Chicago 2003 — 2007
BBA, Accounting, Finance
David Corris, CFA David Corris, CFA's Northern Trust Global Investments Experience 2005 - 2008
Job Director, Portfolio Manager at BMO Asset Management
Industry Financial Services
Experience
BMO Asset Management 2008 - Present
Northern Trust Global Investments 2005 - 2008
Citigroup Asset Management 2003 - 2005
The Boston Consulting Group 1997 - 1999
Skills
Portfolio Management, Equities, Analysis, Asset Management, Management, Strategy, Investments, Team Management, Financial Modeling, Asset Allocation, Hedge Funds, Investment Strategies, Alternative Investments, Financial Analysis, Valuation
Education
Harvard Business School 2001 — 2003
MBA
University of Wisconsin-Madison 1993 — 1997
BS, Math, Quantitative Economics
BMO Asset Management 2008 - Present
Northern Trust Global Investments 2005 - 2008
Citigroup Asset Management 2003 - 2005
The Boston Consulting Group 1997 - 1999
Skills
Portfolio Management, Equities, Analysis, Asset Management, Management, Strategy, Investments, Team Management, Financial Modeling, Asset Allocation, Hedge Funds, Investment Strategies, Alternative Investments, Financial Analysis, Valuation
Education
Harvard Business School 2001 — 2003
MBA
University of Wisconsin-Madison 1993 — 1997
BS, Math, Quantitative Economics
David Houghtaling David Houghtaling's Northern Trust Global Investments Experience August 2001 - November 2004
Job Marketing Professional
Industry Investment Management
Experience
William Blair and Company October 2011 - March 2015
Independent April 2010 - October 2011
PNC Capital Advisors, LLC March 2006 - March 2010
J.P. Morgan Asset Management November 2004 - March 2006
Northern Trust Global Investments August 2001 - November 2004
Jellyvision January 1996 - May 2001
Multiple Companies August 1991 - December 1995
Indiana University, Bloomington August 1991 - May 1994
WCBU Radio August 1985 - July 1991
Skills
Claritas® Investment...
Education
Indiana University Bloomington 1991 — 1994
Master of Fine Arts, Playwriting
Bradley University 1987 — 1990
Master of Arts, English Literature
Bradley University 1980 — 1984
B.S., Broadcast Journalism
William Blair and Company October 2011 - March 2015
Independent April 2010 - October 2011
PNC Capital Advisors, LLC March 2006 - March 2010
J.P. Morgan Asset Management November 2004 - March 2006
Northern Trust Global Investments August 2001 - November 2004
Jellyvision January 1996 - May 2001
Multiple Companies August 1991 - December 1995
Indiana University, Bloomington August 1991 - May 1994
WCBU Radio August 1985 - July 1991
Skills
Claritas® Investment...
Education
Indiana University Bloomington 1991 — 1994
Master of Fine Arts, Playwriting
Bradley University 1987 — 1990
Master of Arts, English Literature
Bradley University 1980 — 1984
B.S., Broadcast Journalism
Carolyn Stanek's Northern Trust Global Investments Experience August 1988 - March 1995
Job Owner, TaiKai Productions
Industry Media Production
Experience
Tai-Kai Productions January 2002 - Present
UBS Global Asset Management January 1996 - January 2002
Ariel Capital Management March 1995 - February 1997
Northern Trust Global Investments August 1988 - March 1995
Trustmark Insurance August 1984 - August 1988
Merrill Lynch August 1982 - August 1984
Arlington High School January 1974 - December 1980
Skills
Photography, Investments, Portfolio Management, Video, Documentaries, Film, Wedding Photography, College Recruiting..., Small to Large Cap..., Small to Large Cap Fund..., Marketing Presentations, Birthday, Retirement &..., Public Speaking, Editing, Web Design, Event Planning, Marketing Strategy, Strategic Planning, Marketing, Social Media, Advertising, Social Media Marketing, Social Networking, Entrepreneurship, Public Relations, Online Marketing, Media Relations, Asset Management, Leadership, Management
Education
The University of Chicago - Booth School of Business 1987 — 1988
Master of Business Administration (MBA), Finance and Financial Management Services
The University of Chicago 1976 — 1978
MA, Educational Administration
University of Illinois at Urbana-Champaign 1971 — 1973
BA, Journalism, English
Dominican University 1969 — 1971
none, English
Riverside-Broofield H.S.
Tai-Kai Productions January 2002 - Present
UBS Global Asset Management January 1996 - January 2002
Ariel Capital Management March 1995 - February 1997
Northern Trust Global Investments August 1988 - March 1995
Trustmark Insurance August 1984 - August 1988
Merrill Lynch August 1982 - August 1984
Arlington High School January 1974 - December 1980
Skills
Photography, Investments, Portfolio Management, Video, Documentaries, Film, Wedding Photography, College Recruiting..., Small to Large Cap..., Small to Large Cap Fund..., Marketing Presentations, Birthday, Retirement &..., Public Speaking, Editing, Web Design, Event Planning, Marketing Strategy, Strategic Planning, Marketing, Social Media, Advertising, Social Media Marketing, Social Networking, Entrepreneurship, Public Relations, Online Marketing, Media Relations, Asset Management, Leadership, Management
Education
The University of Chicago - Booth School of Business 1987 — 1988
Master of Business Administration (MBA), Finance and Financial Management Services
The University of Chicago 1976 — 1978
MA, Educational Administration
University of Illinois at Urbana-Champaign 1971 — 1973
BA, Journalism, English
Dominican University 1969 — 1971
none, English
Riverside-Broofield H.S.
Christine Danko, CFA's Northern Trust Global Investments Experience July 2011 - October 2012
Job Vice President at Gore Creek Asset Management
Industry Financial Services
Experience
Gore Creek Asset Management November 2012 - Present
Northern Trust Global Investments July 2011 - October 2012
Northern Trust March 2010 - July 2011
Northern Trust April 2005 - March 2010
Northern Trust January 2000 - April 2005
Northern Trust July 1998 - January 2000
Skills
Investment Strategies, Project Portfolio..., Investments, Cross-functional Team..., Asset Allocation, Asset Managment, Alternative Investments, Asset Management, Equities, Portfolio Management, Mutual Funds, Investment Management, Morningstar, Hedge Funds, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2005
MBA, Finance
University of Illinois at Urbana-Champaign 1994 — 1998
Bachelor of Science, Finance
Gore Creek Asset Management November 2012 - Present
Northern Trust Global Investments July 2011 - October 2012
Northern Trust March 2010 - July 2011
Northern Trust April 2005 - March 2010
Northern Trust January 2000 - April 2005
Northern Trust July 1998 - January 2000
Skills
Investment Strategies, Project Portfolio..., Investments, Cross-functional Team..., Asset Allocation, Asset Managment, Alternative Investments, Asset Management, Equities, Portfolio Management, Mutual Funds, Investment Management, Morningstar, Hedge Funds, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2005
MBA, Finance
University of Illinois at Urbana-Champaign 1994 — 1998
Bachelor of Science, Finance
Keianna Cooke Keianna Cooke's Northern Trust Global Investments Experience January 2001 - December 2012
Job Portfolio Manager's Assistant at Northern Trust
Industry Investment Management
Experience
Northern Trust December 2012 - Present
Northern Trust Global Investments January 2001 - December 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Illustrator, Photoshop, Lotus Notes, Customer Service, Microsoft Office, Analysis, Administrative..., Research
Education
International Academy of Design and Technology-Chicago 2002 — 2006
Bachelor of Arts (B.A.), Design and Visual Communications, General
Northern Trust December 2012 - Present
Northern Trust Global Investments January 2001 - December 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Illustrator, Photoshop, Lotus Notes, Customer Service, Microsoft Office, Analysis, Administrative..., Research
Education
International Academy of Design and Technology-Chicago 2002 — 2006
Bachelor of Arts (B.A.), Design and Visual Communications, General
Colleen Brennan Colleen Brennan's Northern Trust Global Investments Experience November 2009 - May 2013
Job Relationship Manager at The Northern Trust Company
Industry Investment Management
Experience
The Northern Trust Company May 2013 - Present
Northern Trust Global Investments November 2009 - May 2013
Northern Trust - Officer June 2006 - November 2009
The Northern Trust Company December 2004 - June 2006
Skills
Analysis, Management, Investments, Strategy, Project Management, Morningstar, Mutual Funds, Asset Allocation, Financial Analysis, Financial Services, Securities, Project Planning, Alternative Investments
Education
Florida Gulf Coast University
Bachelor of Science (B.S.), Accounting
Queen of Peace High School
The Northern Trust Company May 2013 - Present
Northern Trust Global Investments November 2009 - May 2013
Northern Trust - Officer June 2006 - November 2009
The Northern Trust Company December 2004 - June 2006
Skills
Analysis, Management, Investments, Strategy, Project Management, Morningstar, Mutual Funds, Asset Allocation, Financial Analysis, Financial Services, Securities, Project Planning, Alternative Investments
Education
Florida Gulf Coast University
Bachelor of Science (B.S.), Accounting
Queen of Peace High School
Jeffrey A. McCroy Jeffrey A. McCroy's Northern Trust Global Investments Experience 1993 - 2001
Job Head of Global Client Relationship Management
Industry Investment Management
Experience
American Century Investments October 2012 - Present
Transamerica Investment Services, Inc. 2008 - 2011
Sextant Search Partners 2005 - 2008
Bank of America 2001 - 2005
Northern Trust Global Investments 1993 - 2001
Aetna Capital Management 1984 - 1993
Skills
Direct Sales, Sales Management, Distribution, Client Services, Product Development, Product Management, Sales Process, P&L responsibility, Building Strong Teams, Change Management, Executive Leadership, Problem Solving, Decision Making, Business Planning, Board Relations, Leadership, Asset Management, Business Development, CRM, Due Diligence, Executive Management, Financial Services, Investment Management, Hedge Funds, Investments, Management, New Business Development, Mergers & Acquisitions, P&L Management, Sales, Portfolio Management, Strategic Planning, Strategy, Team Building, Asset Allocation, P
Education
Creighton University 1980 — 1984
BSBA, Finance
American Century Investments October 2012 - Present
Transamerica Investment Services, Inc. 2008 - 2011
Sextant Search Partners 2005 - 2008
Bank of America 2001 - 2005
Northern Trust Global Investments 1993 - 2001
Aetna Capital Management 1984 - 1993
Skills
Direct Sales, Sales Management, Distribution, Client Services, Product Development, Product Management, Sales Process, P&L responsibility, Building Strong Teams, Change Management, Executive Leadership, Problem Solving, Decision Making, Business Planning, Board Relations, Leadership, Asset Management, Business Development, CRM, Due Diligence, Executive Management, Financial Services, Investment Management, Hedge Funds, Investments, Management, New Business Development, Mergers & Acquisitions, P&L Management, Sales, Portfolio Management, Strategic Planning, Strategy, Team Building, Asset Allocation, P
Education
Creighton University 1980 — 1984
BSBA, Finance
Jessica Decker's Northern Trust Global Investments Experience April 2007 - August 2008
Job Financial Services Associate
Industry Investment Management
Experience
Maclendon Wealth Management June 2011 - January 2012
Karr Barth Private Client Group, LLC September 2008 - May 2010
Northern Trust Global Investments April 2007 - August 2008
Tremont Capital Management June 2004 - April 2007
Skills
Investments, Alternative Investments, Trading, Private Equity, Portfolio Management, Hedge Funds, Mutual Funds, Asset Allocation, Asset Managment, Investor Relations, Fund Of Funds, Due Diligence, Asset Management
Education
Boston College 2000 — 2004
B.S., Finance and Marketing
Maclendon Wealth Management June 2011 - January 2012
Karr Barth Private Client Group, LLC September 2008 - May 2010
Northern Trust Global Investments April 2007 - August 2008
Tremont Capital Management June 2004 - April 2007
Skills
Investments, Alternative Investments, Trading, Private Equity, Portfolio Management, Hedge Funds, Mutual Funds, Asset Allocation, Asset Managment, Investor Relations, Fund Of Funds, Due Diligence, Asset Management
Education
Boston College 2000 — 2004
B.S., Finance and Marketing
Erica Wolf Erica Wolf's Northern Trust Global Investments Experience November 1998 - November 2004
Job Director / Equity Research at Rocaton Investment Management Advisors
Industry Investment Management
Experience
Rocaton Investment Advisors October 2011 - Present
Towers Watson November 2004 - October 2011
Northern Trust Global Investments November 1998 - November 2004
PIMCO September 1995 - November 1998
Skills
Equities, Product Development, Due Diligence, Investment Management, Investments, Analysis, Portfolio Management, Alternative Investments, Management
Education
Pace University 1995 — 1998
1998, MBA, Investment Management
Pace University 1991 — 1995
BBA, Finance, Ecomomics and Accounting
Rocaton Investment Advisors October 2011 - Present
Towers Watson November 2004 - October 2011
Northern Trust Global Investments November 1998 - November 2004
PIMCO September 1995 - November 1998
Skills
Equities, Product Development, Due Diligence, Investment Management, Investments, Analysis, Portfolio Management, Alternative Investments, Management
Education
Pace University 1995 — 1998
1998, MBA, Investment Management
Pace University 1991 — 1995
BBA, Finance, Ecomomics and Accounting
Erik Loventorn Erik Loventorn's Northern Trust Global Investments Experience August 2000 - November 2003
Job Trader at Artisan Partners
Industry Financial Services
Experience
Artisan Partners March 2007 - Present
Artisan Partners LLC March 2007 - Present
Coghill Capital Management August 2005 - March 2007
Russell Investments November 2003 - August 2005
Northern Trust Global Investments August 2000 - November 2003
Morgan Stanley Dean Witter June 1999 - August 2000
Education
Högskolan i Jönköping 1994 — 1999
Master of Science (MSc), Finance
Artisan Partners March 2007 - Present
Artisan Partners LLC March 2007 - Present
Coghill Capital Management August 2005 - March 2007
Russell Investments November 2003 - August 2005
Northern Trust Global Investments August 2000 - November 2003
Morgan Stanley Dean Witter June 1999 - August 2000
Education
Högskolan i Jönköping 1994 — 1999
Master of Science (MSc), Finance
Douglas Vander Linde Douglas Vander Linde's Northern Trust Global Investments Experience 2001 - 2003
Job Head of Global Development and Distribution
Industry Investment Management
Experience
Towers Watson July 2012 - Present
Mercer 2005 - June 2012
Mercer HR Services 2004 - 2005
Mercer Investment Consulting 2003 - 2004
Northern Trust Global Investments 2001 - 2003
Putnam Investments 1990 - 2001
Metropolitan Life 1984 - 1990
Skills
Executive Management, Institutional, Asset Management, Investment Strategies, Fund Of Funds, Defined Benefit, 401k, Equities, Fixed Income, Pensions, ALM, Emerging Markets, Alternative Investments, Private Equity, Real Estate, Hedge Funds, Mutual Funds, Asset Allocation, Investments, Business Strategy, Strategic Planning, New Business Development, Market Penetration, Competitive Analysis, Marketing Strategy, Sales Management, Investment Advisory, Fortune 1000, Hedging, Change Management, Asset, Retirement, Financial Markets, Client Service, Capital Markets, Institutional Investors, Client Retention, Series 7, Series 63, Business Development, Client Services
Education
Keller Graduate School of Management, Chicago, IL 1986 — 1990
MBA, Finance
Calvin College 1977 — 1981
BA, Business/Economics
Towers Watson July 2012 - Present
Mercer 2005 - June 2012
Mercer HR Services 2004 - 2005
Mercer Investment Consulting 2003 - 2004
Northern Trust Global Investments 2001 - 2003
Putnam Investments 1990 - 2001
Metropolitan Life 1984 - 1990
Skills
Executive Management, Institutional, Asset Management, Investment Strategies, Fund Of Funds, Defined Benefit, 401k, Equities, Fixed Income, Pensions, ALM, Emerging Markets, Alternative Investments, Private Equity, Real Estate, Hedge Funds, Mutual Funds, Asset Allocation, Investments, Business Strategy, Strategic Planning, New Business Development, Market Penetration, Competitive Analysis, Marketing Strategy, Sales Management, Investment Advisory, Fortune 1000, Hedging, Change Management, Asset, Retirement, Financial Markets, Client Service, Capital Markets, Institutional Investors, Client Retention, Series 7, Series 63, Business Development, Client Services
Education
Keller Graduate School of Management, Chicago, IL 1986 — 1990
MBA, Finance
Calvin College 1977 — 1981
BA, Business/Economics
Alex Ryer, CFA, FRM, CAIA Alex Ryer, CFA, FRM, CAIA's Northern Trust Global Investments Experience June 2005 - June 2006
Job Senior Quantitative Analyst at BlackRock
Industry Investment Management
Experience
BlackRock September 2014 - Present
Northern Trust Asset Management June 2013 - August 2014
Northern Trust Asset Management June 2006 - June 2013
Northern Trust Global Investments June 2005 - June 2006
RhumbLine Advisers November 2003 - June 2005
State Street Global Advisors (SSgA) June 2000 - November 2003
Katahdin Investment Partnership, LLC March 1999 - June 2000
International Light, Inc. August 1990 - March 1999
Skills
Financial Modeling, R, SAS, Trading System, Python, Equities, Hedge Funds, Fixed Income, Bloomberg, Asset Managment, Portfolio Management, Derivatives, Portfolio Optimization, Quantitative Analytics, Asset Allocation, Investment Strategies, Alternative Investments, ETFs, Investments, Global Macro, Asset Management, Investment Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 1999
MBA, Finance
Bucknell University 1985 — 1990
BSEE, Electrical Engineering
BlackRock September 2014 - Present
Northern Trust Asset Management June 2013 - August 2014
Northern Trust Asset Management June 2006 - June 2013
Northern Trust Global Investments June 2005 - June 2006
RhumbLine Advisers November 2003 - June 2005
State Street Global Advisors (SSgA) June 2000 - November 2003
Katahdin Investment Partnership, LLC March 1999 - June 2000
International Light, Inc. August 1990 - March 1999
Skills
Financial Modeling, R, SAS, Trading System, Python, Equities, Hedge Funds, Fixed Income, Bloomberg, Asset Managment, Portfolio Management, Derivatives, Portfolio Optimization, Quantitative Analytics, Asset Allocation, Investment Strategies, Alternative Investments, ETFs, Investments, Global Macro, Asset Management, Investment Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 1999
MBA, Finance
Bucknell University 1985 — 1990
BSEE, Electrical Engineering
Reid Frankenberg, CFA Reid Frankenberg, CFA's Northern Trust Global Investments Experience January 2011 - Present
Job Associate Portfolio Manager at Northern Trust Global Investments
Industry Investment Management
Experience
Northern Trust Global Investments January 2011 - Present
Northern Trust Global Investments July 2007 - December 2010
Skills
Fixed Income, Asset Allocation, Bloomberg
Education
Miami University 2003 — 2007
Bachelor of Science in Business, Finance
Northern Trust Global Investments January 2011 - Present
Northern Trust Global Investments July 2007 - December 2010
Skills
Fixed Income, Asset Allocation, Bloomberg
Education
Miami University 2003 — 2007
Bachelor of Science in Business, Finance
neha naveen's Northern Trust Global Investments Experience December 2009 - January 2011
Job Investment Data Ops Specialist
Industry Financial Services
Experience
JP Morgan Chase January 2015 - Present
J.P. Morgan May 2012 - Present
Northern Trust Global Investments December 2009 - January 2011
Northern Trust December 2009 - January 2011
Microland September 2008 - October 2008
Skills
Customer Relations, New Business Development, Derivatives, Finance, Financial Services, Hedge Funds, Investments, Management, Portfolio Management, Customer Service, Business Development, Analysis
Education
University of Bradford 2006 — 2009
Bachelor of Applied Science (BASc), Accounting and Business/Management
Christ College - Bangalore 2004 — 2006
PUC, Accounting and Finance
JP Morgan Chase January 2015 - Present
J.P. Morgan May 2012 - Present
Northern Trust Global Investments December 2009 - January 2011
Northern Trust December 2009 - January 2011
Microland September 2008 - October 2008
Skills
Customer Relations, New Business Development, Derivatives, Finance, Financial Services, Hedge Funds, Investments, Management, Portfolio Management, Customer Service, Business Development, Analysis
Education
University of Bradford 2006 — 2009
Bachelor of Applied Science (BASc), Accounting and Business/Management
Christ College - Bangalore 2004 — 2006
PUC, Accounting and Finance
Daniel Strumphler Daniel Strumphler's Northern Trust Global Investments Experience January 2005 - 2007
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS 2007 - Present
Northern Trust Global Investments January 2005 - 2007
ABN AMRO Asset Management January 1999 - December 2004
Education
Delft University of Technology
MBA, Finance and Marketing
Leiden University
Bachelors Degree, Law
UBS 2007 - Present
Northern Trust Global Investments January 2005 - 2007
ABN AMRO Asset Management January 1999 - December 2004
Education
Delft University of Technology
MBA, Finance and Marketing
Leiden University
Bachelors Degree, Law
John Krieg, CFA, CAIA John Krieg, CFA, CAIA's Northern Trust Global Investments Experience May 2002 - January 2010
Job Head of Global Institutional Distribution at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management September 2014 - September 2015
Northern Trust Asset Management January 2010 - August 2014
Northern Trust Global Investments May 2002 - January 2010
TimesSquare Capital Management July 1999 - May 2002
Credit Suisse Asset Management January 1996 - July 1999
Skills
Fixed Income, Relationship Management, Product Management, Hedge Funds, Management, Asset Management, Asset Allocation, Alternative Investments, Equities, Investment Management, Investments, Portfolio Management, Asset Managment, Investment Strategies, Derivatives, Strategy
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1994
MBA, Finance
University of Illinois at Urbana-Champaign 1984 — 1988
Bachelor of Science (BS), Finance
Northern Trust Asset Management September 2014 - September 2015
Northern Trust Asset Management January 2010 - August 2014
Northern Trust Global Investments May 2002 - January 2010
TimesSquare Capital Management July 1999 - May 2002
Credit Suisse Asset Management January 1996 - July 1999
Skills
Fixed Income, Relationship Management, Product Management, Hedge Funds, Management, Asset Management, Asset Allocation, Alternative Investments, Equities, Investment Management, Investments, Portfolio Management, Asset Managment, Investment Strategies, Derivatives, Strategy
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1994
MBA, Finance
University of Illinois at Urbana-Champaign 1984 — 1988
Bachelor of Science (BS), Finance
Randy Canent Randy Canent's Northern Trust Global Investments Experience 1992 - 2000
Job Director, Senior Portfolio Manager at BlackRock
Industry Investment Management
Experience
BlackRock June 2005 - Present
Bank of America 2000 - 2005
Northern Trust Global Investments 1992 - 2000
American National Bank & Trust Co of Chicago 1992 - 1997
Skills
Asset Allocation, Series 7, Bonds, Fixed Income, Portfolio Management, Equities, Asset Managment, Capital Markets, Wealth Management, Securities, Investments, Valuation, Professional Mentoring, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA
Rockhurst High School
University of Missouri-Columbia
BA
BlackRock June 2005 - Present
Bank of America 2000 - 2005
Northern Trust Global Investments 1992 - 2000
American National Bank & Trust Co of Chicago 1992 - 1997
Skills
Asset Allocation, Series 7, Bonds, Fixed Income, Portfolio Management, Equities, Asset Managment, Capital Markets, Wealth Management, Securities, Investments, Valuation, Professional Mentoring, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA
Rockhurst High School
University of Missouri-Columbia
BA
Anna Richey Cole Anna Richey Cole's Northern Trust Global Investments Experience May 1999 - August 1999
Job Artistic Styling & Business Management
Industry Apparel & Fashion
Experience
StackCommerce October 2012 - Present
ecoANNA 2011 - Present
Bumble and bumble November 2005 - August 2012
Indepedent 2002 - 2012
26.2 Music August 1999 - May 2001
Northern Trust Global Investments May 1999 - August 1999
Skills
Entrepreneurship, Small Business, Organization, Business Planning, New Business Development, Business Process..., Marketing Strategy, Mac OS X, Microsoft Office, Social Networking, QuickBooks, Styling, Art, Fashion Design, Fashion, Event Planning, Event Management, Visual Merchandising, Leadership, Public Speaking, Painting, Photography, Travel, Creative Writing, Holistic Health, Facebook, Music, Management, Social Media
Education
University of Tennessee-Knoxville 1997 — 2001
BS, Business, Marketing
Aveda Institute-Minneapolis 2001 — 2002
Licensure & Certification, Cosmetology
StackCommerce October 2012 - Present
ecoANNA 2011 - Present
Bumble and bumble November 2005 - August 2012
Indepedent 2002 - 2012
26.2 Music August 1999 - May 2001
Northern Trust Global Investments May 1999 - August 1999
Skills
Entrepreneurship, Small Business, Organization, Business Planning, New Business Development, Business Process..., Marketing Strategy, Mac OS X, Microsoft Office, Social Networking, QuickBooks, Styling, Art, Fashion Design, Fashion, Event Planning, Event Management, Visual Merchandising, Leadership, Public Speaking, Painting, Photography, Travel, Creative Writing, Holistic Health, Facebook, Music, Management, Social Media
Education
University of Tennessee-Knoxville 1997 — 2001
BS, Business, Marketing
Aveda Institute-Minneapolis 2001 — 2002
Licensure & Certification, Cosmetology
Mary McGovern Mary McGovern's Northern Trust Global Investments Experience May 1997 - September 1999
Job Business Professional at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley Wealth Management September 2012 - Present
Northern Trust Global Investments May 1997 - September 1999
Northern Trust Global Investments November 1994 - May 1997
Northern Trust Global Investments November 1993 - November 1994
Northern Trust August 1992 - November 1993
Northern Trust June 1991 - August 1992
Skills
Investments, Equities, Asset Allocation, Equity Research, Financial Analysis, Writing, Competitive Analysis, Options, Personal Financial..., Electronic Trading, Industry Analysis, Global Equities, Financial Statement..., Critical Thinking, Empathy, Interpersonal..., Team Leadership, Consensus Building, Building Relationships
Education
DePaul University 2011 — 2012
The Financial Planning Certificate Program
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1997
MBA, Finance
Eastern Illinois University 1987 — 1991
B.S. Business Administration, Finance, Economics
Mother McAuley High School 1983 — 1987
Morgan Stanley Wealth Management September 2012 - Present
Northern Trust Global Investments May 1997 - September 1999
Northern Trust Global Investments November 1994 - May 1997
Northern Trust Global Investments November 1993 - November 1994
Northern Trust August 1992 - November 1993
Northern Trust June 1991 - August 1992
Skills
Investments, Equities, Asset Allocation, Equity Research, Financial Analysis, Writing, Competitive Analysis, Options, Personal Financial..., Electronic Trading, Industry Analysis, Global Equities, Financial Statement..., Critical Thinking, Empathy, Interpersonal..., Team Leadership, Consensus Building, Building Relationships
Education
DePaul University 2011 — 2012
The Financial Planning Certificate Program
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1997
MBA, Finance
Eastern Illinois University 1987 — 1991
B.S. Business Administration, Finance, Economics
Mother McAuley High School 1983 — 1987
Sean Clark, CFA Sean Clark, CFA's Northern Trust Global Investments Experience June 1998 - January 2002
Job Consultant Relations at OFI Global Asset Management
Industry Investment Management
Experience
OppenheimerFunds July 2011 - Present
John Hancock Funds June 2010 - July 2011
DWS Investments / Deutsche Bank March 2007 - October 2009
High Pointe Capital Management October 2003 - January 2007
Safeco Asset Management January 2001 - September 2003
Northern Trust Global Investments June 1998 - January 2002
Skills
Institutional, Series 7, Mutual Funds, Investments, series 24, series 3, series 66, Equities, FINRA, Strategy, Portfolio Management, Investment Advisory, Financial Services, Wealth Management
Education
College of the Holy Cross
Bachelor of Arts degree, English major
DePAUL UNIVERSITY, Kellstadt Graduate School of Business
M.B.A, Finance concentration
OppenheimerFunds July 2011 - Present
John Hancock Funds June 2010 - July 2011
DWS Investments / Deutsche Bank March 2007 - October 2009
High Pointe Capital Management October 2003 - January 2007
Safeco Asset Management January 2001 - September 2003
Northern Trust Global Investments June 1998 - January 2002
Skills
Institutional, Series 7, Mutual Funds, Investments, series 24, series 3, series 66, Equities, FINRA, Strategy, Portfolio Management, Investment Advisory, Financial Services, Wealth Management
Education
College of the Holy Cross
Bachelor of Arts degree, English major
DePAUL UNIVERSITY, Kellstadt Graduate School of Business
M.B.A, Finance concentration
Dawna King Dawna King's Northern Trust Global Investments Experience January 1998 - January 2000
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2012 - Present
Wilshire Associates August 2007 - March 2011
SSI Investment Management April 2006 - February 2007
Contractor January 2002 - December 2005
Banc of America Capital Management October 2000 - December 2001
Northern Trust Global Investments January 1998 - January 2000
Northern Trust January 1994 - January 1998
Skills
Asset Managment, Portfolio Management, Investments, Equities, Asset Allocation, Mutual Funds, Investment Strategies, Capital Markets, Investment Management, Securities, Wealth Management, Financial Services, Due Diligence, Investment Advisory, Strategy, Asset Management, Banking, Relationship Management
Education
Golden Gate University
Master of Business Administration (M.B.A.), Business Administration and Management
San Diego State University
BA
BNY Mellon October 2012 - Present
Wilshire Associates August 2007 - March 2011
SSI Investment Management April 2006 - February 2007
Contractor January 2002 - December 2005
Banc of America Capital Management October 2000 - December 2001
Northern Trust Global Investments January 1998 - January 2000
Northern Trust January 1994 - January 1998
Skills
Asset Managment, Portfolio Management, Investments, Equities, Asset Allocation, Mutual Funds, Investment Strategies, Capital Markets, Investment Management, Securities, Wealth Management, Financial Services, Due Diligence, Investment Advisory, Strategy, Asset Management, Banking, Relationship Management
Education
Golden Gate University
Master of Business Administration (M.B.A.), Business Administration and Management
San Diego State University
BA
Alex Matturri Alex Matturri's Northern Trust Global Investments Experience 2003 - 2007
Job CEO S&P Dow Jones Indices
Industry Financial Services
Experience
S&P Dow Jones Indices 2007 - Present
Northern Trust Global Investments 2003 - 2007
Deutsche Asset Management 2000 - 2003
The Bank of New York 1987 - 2000
Donaldson Lufkin and Jenrette 1986 - 1987
First Fidelity Bank 1984 - 1986
Superior Court of New Jersey 1983 - 1984
Skills
Equities, Asset Management, Trading, Equity Derivatives, ETFs, Structured Products, Portfolio Management, Options, Technical Analysis
Education
Syracuse University College of Law 1980 — 1983
JD, Law
Lehigh University - College of Business and Economics 1976 — 1980
BS, Finance
Newark Academy 1970 — 1976
S&P Dow Jones Indices 2007 - Present
Northern Trust Global Investments 2003 - 2007
Deutsche Asset Management 2000 - 2003
The Bank of New York 1987 - 2000
Donaldson Lufkin and Jenrette 1986 - 1987
First Fidelity Bank 1984 - 1986
Superior Court of New Jersey 1983 - 1984
Skills
Equities, Asset Management, Trading, Equity Derivatives, ETFs, Structured Products, Portfolio Management, Options, Technical Analysis
Education
Syracuse University College of Law 1980 — 1983
JD, Law
Lehigh University - College of Business and Economics 1976 — 1980
BS, Finance
Newark Academy 1970 — 1976
Heather Letts Heather Letts's Northern Trust Global Investments Experience February 1996 - Present
Job Vice President at Northern Trust
Industry Investment Management
Experience
Northern Trust July 2011 - Present
Northern Trust Global Investments February 1996 - Present
Skills
Asset Managment, Asset Management, Mutual Funds, Equities, Project Management, Management, Investments, Asset Allocation, Portfolio Management, Investment Management, Securities
Education
Governors State University
Lake Forest Graduate School of Management
Northern Trust July 2011 - Present
Northern Trust Global Investments February 1996 - Present
Skills
Asset Managment, Asset Management, Mutual Funds, Equities, Project Management, Management, Investments, Asset Allocation, Portfolio Management, Investment Management, Securities
Education
Governors State University
Lake Forest Graduate School of Management
Matt McNamara Matt McNamara's Northern Trust Global Investments Experience May 2003 - December 2006
Job Portfolio Trader
Industry Financial Services
Experience
Macquarie Group October 2009 - Present
ABN AMRO January 2007 - July 2009
Northern Trust Global Investments May 2003 - December 2006
Deutsche Bank January 2002 - May 2003
Goldman Sachs January 1998 - January 2002
Bankers Trust June 1996 - January 1998
Skills
Equity Trading, Equities, Trading, Bloomberg, Portfolio Management, Financial Markets, ETFs, Quantitative Analytics, Hedge Funds, Electronic Trading, Fixed Income, Trading Systems, Options, Series 7, Series 63, Investment Sales, Direct Market Access, Alternative Investments, Capital Markets, Securities, Negotiation, Derivatives, Arbitration, Conciliation, Structured Products, Bonds, FINRA, Asset Management, FX Options
Education
Nyack College
Bachelor of Science, Organizational Management
Macquarie Group October 2009 - Present
ABN AMRO January 2007 - July 2009
Northern Trust Global Investments May 2003 - December 2006
Deutsche Bank January 2002 - May 2003
Goldman Sachs January 1998 - January 2002
Bankers Trust June 1996 - January 1998
Skills
Equity Trading, Equities, Trading, Bloomberg, Portfolio Management, Financial Markets, ETFs, Quantitative Analytics, Hedge Funds, Electronic Trading, Fixed Income, Trading Systems, Options, Series 7, Series 63, Investment Sales, Direct Market Access, Alternative Investments, Capital Markets, Securities, Negotiation, Derivatives, Arbitration, Conciliation, Structured Products, Bonds, FINRA, Asset Management, FX Options
Education
Nyack College
Bachelor of Science, Organizational Management
Daniel Sexton, CFA Daniel Sexton, CFA's Northern Trust Global Investments Experience September 2011 - January 2015
Job Associate Business Development Executive at FlexShares ETFs/Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management January 2015 - Present
Northern Trust Global Investments September 2011 - January 2015
Renaissance Financial May 2009 - May 2011
Charles Baum State Auditor June 2010 - November 2010
DHR International September 2008 - November 2008
Smith Barney May 2007 - August 2007
Kohner Properties Inc. May 2006 - August 2006
Skills
Asset Management, Investments, Series 7, Mutual Funds, Alternative Investments, Wealth Management, Portfolio Management, Financial Analysis, Strategic Financial..., Asset Managment, Equities, Business Development, ETFs, Equity Trading, Fixed Income, Asset Allocation, Finance, Investment Strategies, Hedge Funds, Securities, Investment Advisory
Education
Miami University 2004 — 2008
Bachelor of Arts, Economics, Finance, Spanish
CEA Cultural Studies Abroad 2007 — 2007
Economics, International Business
Saint Louis Priory 2000 — 2004
Northern Trust Asset Management January 2015 - Present
Northern Trust Global Investments September 2011 - January 2015
Renaissance Financial May 2009 - May 2011
Charles Baum State Auditor June 2010 - November 2010
DHR International September 2008 - November 2008
Smith Barney May 2007 - August 2007
Kohner Properties Inc. May 2006 - August 2006
Skills
Asset Management, Investments, Series 7, Mutual Funds, Alternative Investments, Wealth Management, Portfolio Management, Financial Analysis, Strategic Financial..., Asset Managment, Equities, Business Development, ETFs, Equity Trading, Fixed Income, Asset Allocation, Finance, Investment Strategies, Hedge Funds, Securities, Investment Advisory
Education
Miami University 2004 — 2008
Bachelor of Arts, Economics, Finance, Spanish
CEA Cultural Studies Abroad 2007 — 2007
Economics, International Business
Saint Louis Priory 2000 — 2004
Robert Soraparu, CAIA Robert Soraparu, CAIA's Northern Trust Global Investments Experience October 2000 - May 2006
Job Senior Vice President, Global Consultant Relations at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments May 2006 - Present
Northern Trust Global Investments October 2000 - May 2006
Skills
Alternative Investments, Asset Management, Asset Allocation, Investment Strategies, Morningstar, Mutual Funds, Morningstar Direct, Series 7, Fixed Income, Series 63, Equities, ETFs, Investment Advisory
Education
The University of Chicago Booth School of Business 2002 — 2005
MBA, Finance, Strategy, Entrepreneurship
Miami University 1994 — 1998
BS, Business Administration
Nuveen Investments May 2006 - Present
Northern Trust Global Investments October 2000 - May 2006
Skills
Alternative Investments, Asset Management, Asset Allocation, Investment Strategies, Morningstar, Mutual Funds, Morningstar Direct, Series 7, Fixed Income, Series 63, Equities, ETFs, Investment Advisory
Education
The University of Chicago Booth School of Business 2002 — 2005
MBA, Finance, Strategy, Entrepreneurship
Miami University 1994 — 1998
BS, Business Administration
Matt Golden Matt Golden's Northern Trust Global Investments Experience July 2008 - July 2011
Job Channel Development Strategy Manager at HERE
Industry Automotive
Experience
HERE, a Nokia company June 2015 - Present
Deloitte October 2013 - June 2015
Charles Schwab June 2012 - August 2012
Northern Trust Global Investments July 2008 - July 2011
Northern Trust Global Investments May 2007 - July 2008
Skills
Financial Modeling, Equities, Valuation, Asset Managment, Investments, Equity Research, Strategy, Economics, Asset Management, Financial Analysis, Capital Markets, Corporate Finance, Business Strategy, Competitive Analysis, Private Equity, Finance, Analysis
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Marketing and Entrepreneurship & Innovation
Vanderbilt University 2003 — 2007
B.A., Economics and Spanish
Universidad Complutense de Madrid 2005 — 2005
Spanish and Economics
HERE, a Nokia company June 2015 - Present
Deloitte October 2013 - June 2015
Charles Schwab June 2012 - August 2012
Northern Trust Global Investments July 2008 - July 2011
Northern Trust Global Investments May 2007 - July 2008
Skills
Financial Modeling, Equities, Valuation, Asset Managment, Investments, Equity Research, Strategy, Economics, Asset Management, Financial Analysis, Capital Markets, Corporate Finance, Business Strategy, Competitive Analysis, Private Equity, Finance, Analysis
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Marketing and Entrepreneurship & Innovation
Vanderbilt University 2003 — 2007
B.A., Economics and Spanish
Universidad Complutense de Madrid 2005 — 2005
Spanish and Economics
Ryan M. Pearce Ryan M. Pearce's Northern Trust Global Investments Experience January 2012 - April 2014
Job Sr. Business Analyst / Consultant
Industry Investment Management
Experience
Northern Trust Corporation March 2015 - Present
Currently open to new opportunities, Pearce Consulting Group January 2015 - March 2015
Nuveen Investments March 2014 - January 2015
Northern Trust Global Investments January 2012 - April 2014
Northern Trust Global Investments February 2011 - September 2012
William Blair & Company, LLC November 2009 - January 2010
William Blair June 2006 - November 2009
William Blair November 2005 - June 2006
William Blair & Company November 2005 - May 2006
Iowa Grain Company August 2004 - November 2005
Skills
Asset Managment, Portfolio Management, Investments, Equities, Financial Analysis, Financial Modeling, Securities, Derivatives, Risk Management, Fixed Income, SDLC, Project Management, Series 7, Trading Systems, Investment Strategies, Strategy, Middle Office, Investment Management, Business Strategy, Strategic Planning, Process Improvement, Integration, SQL, Vendor Management, Databases, Business Analysis, Technical Analysis, Asset Management, Finance, Analysis, Program Management, Valuation, Management, Bloomberg, Mergers & Acquisitions, Options, Business Planning, Business Process..., IT Strategy, Equity Derivatives, Business Intelligence, Oracle, Business Requirements, Management Consulting, Financial Markets, Trading, Mutual Funds, Financial Services, Entrepreneurship, Corporate Actions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2010
Masters, Business Administration; Management
Benedictine University 2001 — 2005
BBA, Finance, Accounting
Lockport Township High School 2000 — 2001
General
Marist, Chicago 1997 — 2000
General
Owen Scholastic Academy: 8247 South Christiana Ave, Chicago, IL 60652 : 1987 – 1997 1987 — 1997
A+
Northern Trust Corporation March 2015 - Present
Currently open to new opportunities, Pearce Consulting Group January 2015 - March 2015
Nuveen Investments March 2014 - January 2015
Northern Trust Global Investments January 2012 - April 2014
Northern Trust Global Investments February 2011 - September 2012
William Blair & Company, LLC November 2009 - January 2010
William Blair June 2006 - November 2009
William Blair November 2005 - June 2006
William Blair & Company November 2005 - May 2006
Iowa Grain Company August 2004 - November 2005
Skills
Asset Managment, Portfolio Management, Investments, Equities, Financial Analysis, Financial Modeling, Securities, Derivatives, Risk Management, Fixed Income, SDLC, Project Management, Series 7, Trading Systems, Investment Strategies, Strategy, Middle Office, Investment Management, Business Strategy, Strategic Planning, Process Improvement, Integration, SQL, Vendor Management, Databases, Business Analysis, Technical Analysis, Asset Management, Finance, Analysis, Program Management, Valuation, Management, Bloomberg, Mergers & Acquisitions, Options, Business Planning, Business Process..., IT Strategy, Equity Derivatives, Business Intelligence, Oracle, Business Requirements, Management Consulting, Financial Markets, Trading, Mutual Funds, Financial Services, Entrepreneurship, Corporate Actions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2010
Masters, Business Administration; Management
Benedictine University 2001 — 2005
BBA, Finance, Accounting
Lockport Township High School 2000 — 2001
General
Marist, Chicago 1997 — 2000
General
Owen Scholastic Academy: 8247 South Christiana Ave, Chicago, IL 60652 : 1987 – 1997 1987 — 1997
A+
Daniel Zurakov's Northern Trust Global Investments Experience January 2008 - Present
Job Quantitative Portfolio Manager
Industry Capital Markets
Experience
Northern Trust Global Investments January 2008 - Present
Maverick Trading May 2005 - December 2007
Skills
Portfolio Management, Fixed Income, Capital Markets, Investments, Bloomberg, Bonds, Asset Management
Education
Illinois Wesleyan University 2001 — 2005
BA, Business Finance
Niles North HS 1998 — 2001
Northern Trust Global Investments January 2008 - Present
Maverick Trading May 2005 - December 2007
Skills
Portfolio Management, Fixed Income, Capital Markets, Investments, Bloomberg, Bonds, Asset Management
Education
Illinois Wesleyan University 2001 — 2005
BA, Business Finance
Niles North HS 1998 — 2001
Mark C. Soehn's Northern Trust Global Investments Experience 2000 - 2003
Job CoFounder I Principal at Financial Solutions Advisory Group, Inc.
Industry Investment Management
Experience
Financial Solutions Advisory Group, Inc. 2003 - Present
Northern Trust Global Investments 2000 - 2003
Bank of America Investments 1993 - 2000
Education
Indiana University Bloomington 1990 — 1993
BA, Economics
Financial Solutions Advisory Group, Inc. 2003 - Present
Northern Trust Global Investments 2000 - 2003
Bank of America Investments 1993 - 2000
Education
Indiana University Bloomington 1990 — 1993
BA, Economics
Tracy Baron's Northern Trust Global Investments Experience 2004 - 2013
Job Investment Relationship Manager, Senior Vice President
Industry Investment Management
Experience
Northern Trust Global Investments 2004 - 2013
Northern Trust 2002 - 2004
Northern Trust 1999 - 2002
Education
Northwestern University - Kellogg School of Management 2005 — 2008
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
Bachelor of Science (BS)
Northern Trust Global Investments 2004 - 2013
Northern Trust 2002 - 2004
Northern Trust 1999 - 2002
Education
Northwestern University - Kellogg School of Management 2005 — 2008
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
Bachelor of Science (BS)
Peter Marchese, CFA Peter Marchese, CFA's Northern Trust Global Investments Experience June 1990 - May 2007
Job Vice President at Merrill Lynch Private Banking & Investment Group
Industry Investment Management
Experience
Merrill Lynch September 2013 - Present
Marco Consulting January 2012 - August 2013
Blue Prairie Group December 2010 - January 2012
D3 Financial Counselors May 2007 - January 2011
Northern Trust Global Investments June 1990 - May 2007
Skills
Investment Management, Mutual Funds, Fixed Income, Portfolio Management, Institutional..., Alternative Investments, Asset Allocation
Education
University of Wisconsin-Madison 1988 — 1990
MBA, Investment Management
Marquette University 1983 — 1987
BS, Finance and Economics
Merrill Lynch September 2013 - Present
Marco Consulting January 2012 - August 2013
Blue Prairie Group December 2010 - January 2012
D3 Financial Counselors May 2007 - January 2011
Northern Trust Global Investments June 1990 - May 2007
Skills
Investment Management, Mutual Funds, Fixed Income, Portfolio Management, Institutional..., Alternative Investments, Asset Allocation
Education
University of Wisconsin-Madison 1988 — 1990
MBA, Investment Management
Marquette University 1983 — 1987
BS, Finance and Economics
Tony Wilkins, CFA Tony Wilkins, CFA's Northern Trust Global Investments Experience October 2011 - February 2012
Job Managing Director at BNY Mellon
Industry Investment Management
Experience
BNY Mellon January 2013 - Present
Northern Trust Global Investments October 2011 - February 2012
CFA Institute 2006 - 2012
Northern Trust June 2009 - October 2011
Northern Trust April 2003 - June 2009
Northern Trust Global Investments February 1997 - April 2003
Weiss Peck & Greer January 1993 - April 1996
Stein Roe & Farnham July 1986 - December 1992
Skills
Investments, Endowments, Institutional, Institutional Investors, Pensions, Consultants, Asset Management, Investment Consultants, Board Leadership, Angel Investing, Institutional Asset..., Asset Managment, Entrepreneurship, Institutional..., Securities, Bloomberg, Hedge Funds, Defined Contribution, Pension Funds, Investment Management, Mergers & Acquisitions, Financial Modeling, Emerging Markets, Leadership, Due Diligence, Valuation, Bonds, Investor Relations, Series 63, Equities, Series 7, Fixed Income, Investment Strategies, Financial Markets, Trading, Financial Risk, Finance, Alternative Investments, Options, Portfolio Management, Capital Markets, Investment Advisory, Mutual Funds, Risk Management, Strategy, Private Equity, Wealth Management, Wealth Management..., Asset Allocation, High Net Worth...
Education
The University of Chicago - Booth School of Business 1983 — 1986
MBA, Finance and Behavioral Science
Northwestern University 1975 — 1979
BSEE, Microelectronics
BNY Mellon January 2013 - Present
Northern Trust Global Investments October 2011 - February 2012
CFA Institute 2006 - 2012
Northern Trust June 2009 - October 2011
Northern Trust April 2003 - June 2009
Northern Trust Global Investments February 1997 - April 2003
Weiss Peck & Greer January 1993 - April 1996
Stein Roe & Farnham July 1986 - December 1992
Skills
Investments, Endowments, Institutional, Institutional Investors, Pensions, Consultants, Asset Management, Investment Consultants, Board Leadership, Angel Investing, Institutional Asset..., Asset Managment, Entrepreneurship, Institutional..., Securities, Bloomberg, Hedge Funds, Defined Contribution, Pension Funds, Investment Management, Mergers & Acquisitions, Financial Modeling, Emerging Markets, Leadership, Due Diligence, Valuation, Bonds, Investor Relations, Series 63, Equities, Series 7, Fixed Income, Investment Strategies, Financial Markets, Trading, Financial Risk, Finance, Alternative Investments, Options, Portfolio Management, Capital Markets, Investment Advisory, Mutual Funds, Risk Management, Strategy, Private Equity, Wealth Management, Wealth Management..., Asset Allocation, High Net Worth...
Education
The University of Chicago - Booth School of Business 1983 — 1986
MBA, Finance and Behavioral Science
Northwestern University 1975 — 1979
BSEE, Microelectronics
Patrick Finn, CFA Patrick Finn, CFA's Northern Trust Global Investments Experience August 2009 - July 2010
Job Director, Institutional ETF Business Development at Van Eck Global
Industry Financial Services
Experience
Van Eck Global August 2010 - Present
Northern Trust Global Investments August 2009 - July 2010
Goldman Sachs March 2007 - December 2008
Morgan Stanley August 2004 - December 2006
Education
DePaul University 2000 — 2004
Finance & Marketing
Van Eck Global August 2010 - Present
Northern Trust Global Investments August 2009 - July 2010
Goldman Sachs March 2007 - December 2008
Morgan Stanley August 2004 - December 2006
Education
DePaul University 2000 — 2004
Finance & Marketing
Joseph Laws's Northern Trust Global Investments Experience July 2004 - August 2005
Job
Industry Legal Services
Experience
DLA Piper July 2014 - Present
Paul Hastings January 2014 - July 2014
Kirkland & Ellis LLP May 2008 - January 2014
Kirkland & Ellis LLP May 2007 - August 2007
Wilson High School - DC Public High School September 2006 - June 2007
Northern Trust Global Investments July 2004 - August 2005
Skills
Private Equity, Corporate Law, Mergers & Acquisitions, Capital Markets, Fixed Income, Legal Research, Joint Ventures, Due Diligence, Alternative Investments, Corporate Governance, Securities, Leveraged Finance, Financial Modeling, Legal Writing, Securities Regulation, Equities, Corporate Finance, Mutual Funds, Investment Banking, Licensing, Litigation, Hedge Funds, Restructuring, Bankruptcy, Cross-border..., Venture Capital, Valuation, M&A experience
Education
Georgetown University Law Center 2005 — 2008
Juris Doctor, Law
University of Pennsylvania - The Wharton School 2000 — 2004
B.S in Economics, Finance, Management
St. Ignatius College Prep
DLA Piper July 2014 - Present
Paul Hastings January 2014 - July 2014
Kirkland & Ellis LLP May 2008 - January 2014
Kirkland & Ellis LLP May 2007 - August 2007
Wilson High School - DC Public High School September 2006 - June 2007
Northern Trust Global Investments July 2004 - August 2005
Skills
Private Equity, Corporate Law, Mergers & Acquisitions, Capital Markets, Fixed Income, Legal Research, Joint Ventures, Due Diligence, Alternative Investments, Corporate Governance, Securities, Leveraged Finance, Financial Modeling, Legal Writing, Securities Regulation, Equities, Corporate Finance, Mutual Funds, Investment Banking, Licensing, Litigation, Hedge Funds, Restructuring, Bankruptcy, Cross-border..., Venture Capital, Valuation, M&A experience
Education
Georgetown University Law Center 2005 — 2008
Juris Doctor, Law
University of Pennsylvania - The Wharton School 2000 — 2004
B.S in Economics, Finance, Management
St. Ignatius College Prep
Barry Sagraves Barry Sagraves's Northern Trust Global Investments Experience 2003 - 2007
Job Managing Director at Juniper Advisory
Industry Hospital & Health Care
Experience
Juniper Advisory May 2011 - Present
Bury Street Capital 2008 - April 2011
Northern Trust Global Investments 2003 - 2007
Martin Currie 2000 - 2003
Nuveen Investments 1996 - 2000
John Nuveen & Company 1988 - 1996
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MM
Yale University 1979 — 1983
BA, Economics
Juniper Advisory May 2011 - Present
Bury Street Capital 2008 - April 2011
Northern Trust Global Investments 2003 - 2007
Martin Currie 2000 - 2003
Nuveen Investments 1996 - 2000
John Nuveen & Company 1988 - 1996
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MM
Yale University 1979 — 1983
BA, Economics
Annika Klopfer Annika Klopfer's Northern Trust Global Investments Experience May 2010 - August 2010
Job Professional Services Consultant
Industry Computer Software
Experience
Confirmit March 2012 - Present
Northern Trust Global Investments May 2010 - August 2010
WYSO Public Radio Station May 2009 - August 2009
Miami University Learning Technology Center August 2008 - December 2008
Skills
C++, Java
Education
Miami University 2006 — 2011
Bachelors of Engineering, Computer Science
Confirmit March 2012 - Present
Northern Trust Global Investments May 2010 - August 2010
WYSO Public Radio Station May 2009 - August 2009
Miami University Learning Technology Center August 2008 - December 2008
Skills
C++, Java
Education
Miami University 2006 — 2011
Bachelors of Engineering, Computer Science
Caroline O'Donnell's Northern Trust Global Investments Experience March 2008 - March 2010
Job Senior Operations Analyst at Balter Capital Management
Industry Investment Management
Experience
Balter Capital Management December 2011 - Present
Balter Capital Management March 2010 - December 2011
Northern Trust Global Investments March 2008 - March 2010
Skills
Hedge Funds, Bloomberg, Alternative Investments, Equities, Fixed Income, Investment Management, Asset Allocation
Education
College of Charleston 2002 — 2006
International Business, French
Balter Capital Management December 2011 - Present
Balter Capital Management March 2010 - December 2011
Northern Trust Global Investments March 2008 - March 2010
Skills
Hedge Funds, Bloomberg, Alternative Investments, Equities, Fixed Income, Investment Management, Asset Allocation
Education
College of Charleston 2002 — 2006
International Business, French
Ken Roytman Ken Roytman's Northern Trust Global Investments Experience August 2011 - December 2012
Job Senior Software Engineer at Chicago Trading Company
Industry Investment Management
Experience
Chicago Trading Company January 2013 - Present
Northern Trust Global Investments August 2011 - December 2012
Northern Trust - Global Fund Services - Transfer Agency February 2007 - August 2011
JP Morgan Asset Management November 2006 - February 2007
Chicago Consulting Actuaries June 2002 - November 2006
Skills
Oracle, C#, SQL, ETL, Agile Methodologies, Software Development, Microsoft SQL Server
Education
The University of Chicago Booth School of Business 2014 — 2017
MBA, Analytic Finance, Econometrics & Statistics
Illinois Institute of Technology
Bachelor of Science, Computer Science
Chicago Trading Company January 2013 - Present
Northern Trust Global Investments August 2011 - December 2012
Northern Trust - Global Fund Services - Transfer Agency February 2007 - August 2011
JP Morgan Asset Management November 2006 - February 2007
Chicago Consulting Actuaries June 2002 - November 2006
Skills
Oracle, C#, SQL, ETL, Agile Methodologies, Software Development, Microsoft SQL Server
Education
The University of Chicago Booth School of Business 2014 — 2017
MBA, Analytic Finance, Econometrics & Statistics
Illinois Institute of Technology
Bachelor of Science, Computer Science
Shannon Crowley's Northern Trust Global Investments Experience May 2008 - December 2008
Job Portfolio Administrator at HSBC Global Asset Management (Canada)
Industry Financial Services
Experience
HSBC Global Asset Management (Canada) May 2009 - Present
Northern Trust Global Investments May 2008 - December 2008
UBS Global Asset Management July 2007 - December 2007
Zurich Financial Services May 2005 - November 2006
Skills
Asset Managment, Investments, Equities, Portfolio Management, Wealth Management, Project Management, Financial Services, Issue Resolution, Asset Management, Organization, Event Management, Relationship Management, Financial Risk, Finance, Investment Management, Securities, Asset Allocation
Education
Canadian Securities Institute 2013 — 2013
Conduct and Practices Handbook Course (CPH)
Canadian Securities Institute 2011 — 2012
Canadian Securities Course (CSC)
Tribeca 2006 — 2006
Diploma of Financial Planning, Financial Planning
Massey University 2001 — 2003
BSc, Majors: Human Nutrition, Physiology. Minor: Sports Science, B+ Avg
Palmerston North Boys High School 1995 — 2000
Maths with Stats, Math with Calculus, Physics, Chemistry, Accounting
HSBC Global Asset Management (Canada) May 2009 - Present
Northern Trust Global Investments May 2008 - December 2008
UBS Global Asset Management July 2007 - December 2007
Zurich Financial Services May 2005 - November 2006
Skills
Asset Managment, Investments, Equities, Portfolio Management, Wealth Management, Project Management, Financial Services, Issue Resolution, Asset Management, Organization, Event Management, Relationship Management, Financial Risk, Finance, Investment Management, Securities, Asset Allocation
Education
Canadian Securities Institute 2013 — 2013
Conduct and Practices Handbook Course (CPH)
Canadian Securities Institute 2011 — 2012
Canadian Securities Course (CSC)
Tribeca 2006 — 2006
Diploma of Financial Planning, Financial Planning
Massey University 2001 — 2003
BSc, Majors: Human Nutrition, Physiology. Minor: Sports Science, B+ Avg
Palmerston North Boys High School 1995 — 2000
Maths with Stats, Math with Calculus, Physics, Chemistry, Accounting
Jeevan Bandrapalli Jeevan Bandrapalli's Northern Trust Global Investments Experience February 2011 - July 2011
Job Senior Project Manager at Dean Health Plan, Inc.
Industry Information Technology and Services
Experience
Dean Health Plan, Inc. June 2014 - Present
Lands' End August 2013 - June 2014
Walgreens (Pharmacy) January 2013 - June 2013
Gordmans August 2011 - February 2013
Northern Trust Global Investments February 2011 - July 2011
Thomson Reuters October 2010 - January 2011
Axsel Tech Inc. October 2008 - October 2010
Accenture September 2004 - September 2008
CNA 2000 - 2004
New Resources Corporation 1996 - 2000
Skills
Business Analysis, Project Management, Change Management, Risk Management, Integration, Budgets, Projects, Solution Architecture, Process Scheduler, Software Design, WBS, PMO, Vendor Management, Program Management, Project Portfolio..., Agile Methodologies, Process Improvement, Management, Enterprise Software, Leadership, SDLC, Strategy, Requirements Analysis, Software Project..., Cross-functional Team...
Education
Project Management Institute 2005 — 2010
PMP
University of Illinois at Chicago 1994 — 1996
MS
Shivaji University 1989 — 1991
MBA
Osmania University 1984 — 1987
Bachelors
Dean Health Plan, Inc. June 2014 - Present
Lands' End August 2013 - June 2014
Walgreens (Pharmacy) January 2013 - June 2013
Gordmans August 2011 - February 2013
Northern Trust Global Investments February 2011 - July 2011
Thomson Reuters October 2010 - January 2011
Axsel Tech Inc. October 2008 - October 2010
Accenture September 2004 - September 2008
CNA 2000 - 2004
New Resources Corporation 1996 - 2000
Skills
Business Analysis, Project Management, Change Management, Risk Management, Integration, Budgets, Projects, Solution Architecture, Process Scheduler, Software Design, WBS, PMO, Vendor Management, Program Management, Project Portfolio..., Agile Methodologies, Process Improvement, Management, Enterprise Software, Leadership, SDLC, Strategy, Requirements Analysis, Software Project..., Cross-functional Team...
Education
Project Management Institute 2005 — 2010
PMP
University of Illinois at Chicago 1994 — 1996
MS
Shivaji University 1989 — 1991
MBA
Osmania University 1984 — 1987
Bachelors
Katherine Lacy Katherine Lacy's Northern Trust Global Investments Experience May 2007 - July 2007
Job Senior Client Services Manager at Undertone
Industry Marketing and Advertising
Experience
Undertone August 2013 - Present
Undertone January 2011 - August 2013
Undertone October 2010 - January 2011
Undertone April 2010 - October 2010
Undertone September 2009 - April 2010
Undertone Networks July 2009 - September 2009
Northern Trust May 2008 - July 2008
Northern Trust Global Investments May 2007 - July 2007
Drs. Girgis and Associates July 2006 - August 2006
The Custom Stationery Shop June 2003 - August 2005
Skills
Social Media
Education
DePauw University 2005 — 2009
Bachelor of Arts, Communication
Undertone August 2013 - Present
Undertone January 2011 - August 2013
Undertone October 2010 - January 2011
Undertone April 2010 - October 2010
Undertone September 2009 - April 2010
Undertone Networks July 2009 - September 2009
Northern Trust May 2008 - July 2008
Northern Trust Global Investments May 2007 - July 2007
Drs. Girgis and Associates July 2006 - August 2006
The Custom Stationery Shop June 2003 - August 2005
Skills
Social Media
Education
DePauw University 2005 — 2009
Bachelor of Arts, Communication
Christopher Bieber's Northern Trust Global Investments Experience 2010 - Present
Job Business Analysis and Process Improvement Professional
Industry Investment Management
Experience
Northern Trust Global Investments 2010 - Present
Independent Consulting August 2007 - December 2009
Sprint 2002 - 2007
Children's Place 2000 - 2000
Metlife 1997 - 2000
Skills
Project Portfolio..., Business Analysis, Strategic Planning, Process Improvement, Vendor Relations, Supply Chain Management, Spend Analysis, Management Consulting, Project Planning, Strategic Sourcing, Project Management, Analytics, Strategy, Leadership, Business Process, CRM, Cross-functional Team..., E-commerce, Business Strategy, Management, Analysis, ERP
Education
Arizona State University - W. P. Carey School of Business
MBA
Arizona State University - W. P. Carey School of Business
Master of Science
Rutgers, The State University of New Jersey-New Brunswick
Bachelor's
Northern Trust Global Investments 2010 - Present
Independent Consulting August 2007 - December 2009
Sprint 2002 - 2007
Children's Place 2000 - 2000
Metlife 1997 - 2000
Skills
Project Portfolio..., Business Analysis, Strategic Planning, Process Improvement, Vendor Relations, Supply Chain Management, Spend Analysis, Management Consulting, Project Planning, Strategic Sourcing, Project Management, Analytics, Strategy, Leadership, Business Process, CRM, Cross-functional Team..., E-commerce, Business Strategy, Management, Analysis, ERP
Education
Arizona State University - W. P. Carey School of Business
MBA
Arizona State University - W. P. Carey School of Business
Master of Science
Rutgers, The State University of New Jersey-New Brunswick
Bachelor's
Aaron Lassanske, CFA, CAIA's Northern Trust Global Investments Experience May 2003 - August 2003
Job
Industry Investment Management
Experience
BlackRock September 2011 - Present
Merrill Lynch Global Wealth Management April 2009 - September 2011
Bank of America September 2008 - April 2009
Bank of America May 2004 - September 2008
Northern Trust Global Investments May 2003 - August 2003
Asset Consulting Group November 1999 - July 2002
Skills
Investments, Alternative Investments, Asset Allocation, Fixed Income, Hedge Funds, Equities, Investment Strategies, Investment Management, Series 7, Portfolio Management, Asset Managment, Mutual Funds, Financial Modeling, Equity Research
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA, Finance
Truman State University
BA, Business Administration (Finance/Economics)
BlackRock September 2011 - Present
Merrill Lynch Global Wealth Management April 2009 - September 2011
Bank of America September 2008 - April 2009
Bank of America May 2004 - September 2008
Northern Trust Global Investments May 2003 - August 2003
Asset Consulting Group November 1999 - July 2002
Skills
Investments, Alternative Investments, Asset Allocation, Fixed Income, Hedge Funds, Equities, Investment Strategies, Investment Management, Series 7, Portfolio Management, Asset Managment, Mutual Funds, Financial Modeling, Equity Research
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA, Finance
Truman State University
BA, Business Administration (Finance/Economics)
Ronit Walny, CFA's Northern Trust Global Investments Experience 2000 - 2005
Job
Industry Investment Management
Experience
PIMCO August 2014 - Present
PIMCO June 2010 - August 2014
Kellogg Partners February 2009 - February 2010
MacroMarkets March 2007 - December 2008
MSCI Barra 2005 - 2007
Ashton Analytics, LLC June 2005 - December 2005
Northern Trust Global Investments 2000 - 2005
Skills
Equities, Analytics, Financial Analysis, Market Making, Hedge Funds, Series 7, Fixed Income, Mutual Funds, Alternative Investments, Capital Markets, Asset Allocation, Bonds, Portfolio Management, Bloomberg, Investments, Sales, Financial Modeling, Securities, Valuation, Options, ETFs, Financial Structuring, Asset Management, Derivatives, Investment Strategies, Trading, Structured Products, Financial Markets, Investment Management
Education
Loyola University Chicago 1997 — 2000
BBA, Finance
PIMCO August 2014 - Present
PIMCO June 2010 - August 2014
Kellogg Partners February 2009 - February 2010
MacroMarkets March 2007 - December 2008
MSCI Barra 2005 - 2007
Ashton Analytics, LLC June 2005 - December 2005
Northern Trust Global Investments 2000 - 2005
Skills
Equities, Analytics, Financial Analysis, Market Making, Hedge Funds, Series 7, Fixed Income, Mutual Funds, Alternative Investments, Capital Markets, Asset Allocation, Bonds, Portfolio Management, Bloomberg, Investments, Sales, Financial Modeling, Securities, Valuation, Options, ETFs, Financial Structuring, Asset Management, Derivatives, Investment Strategies, Trading, Structured Products, Financial Markets, Investment Management
Education
Loyola University Chicago 1997 — 2000
BBA, Finance
Roberta Laughlin's Northern Trust Global Investments Experience June 2000 - May 2008
Job Marketing and communications executive creates innovative solutions that inspire action
Industry Marketing and Advertising
Experience
Laughlin Creative Consulting May 2008 - Present
s2 Financial Marketing February 2011 - December 2011
Northern Trust Global Investments June 2000 - May 2008
American Century Investments 1996 - 2000
Kemper Financial Services 1985 - 1996
Skills
Marketing Communications, Integrated Marketing, Investments, Marketing Strategy, Direct Marketing, Branding, Mutual Funds, Financial Services, Marketing, Corporate Communications, Strategic Communications, CRM, Strategy, Sales, Email Marketing, Product Management, Editing, Brand Development, Advertising
Education
Northwest Missouri State University
BS
Laughlin Creative Consulting May 2008 - Present
s2 Financial Marketing February 2011 - December 2011
Northern Trust Global Investments June 2000 - May 2008
American Century Investments 1996 - 2000
Kemper Financial Services 1985 - 1996
Skills
Marketing Communications, Integrated Marketing, Investments, Marketing Strategy, Direct Marketing, Branding, Mutual Funds, Financial Services, Marketing, Corporate Communications, Strategic Communications, CRM, Strategy, Sales, Email Marketing, Product Management, Editing, Brand Development, Advertising
Education
Northwest Missouri State University
BS
Fred Gougler's Northern Trust Global Investments Experience 1982 - 2006
Job Village President
Industry Government Administration
Experience
Village of Northfield Illinois 2009 - Present
UBS Wealth Management 2006 - 2009
Northern Trust Global Investments 1982 - 2006
Banque de l'Indochine et de Suez 1978 - 1982
Skills
Portfolio Management, Fixed Income, Risk Management, Banking, Credit, Asset Managment, Wealth Management, Asset Allocation, Investments, Mutual Funds, Securities, Investment Strategies, Bonds, Capital Markets, Financial Advisory, Management, Asset Management, Valuation, Alternative Investments, Financial Analysis, Financial Modeling, Finance
Education
Northwestern University - Kellogg School of Management 1980 — 1982
Professional Accounting Program
University of Illinois at Urbana-Champaign - College of Business 1976 — 1978
M.B.A., Finance and Economics
University of Rochester 1971 — 1975
B.A., European History
Village of Northfield Illinois 2009 - Present
UBS Wealth Management 2006 - 2009
Northern Trust Global Investments 1982 - 2006
Banque de l'Indochine et de Suez 1978 - 1982
Skills
Portfolio Management, Fixed Income, Risk Management, Banking, Credit, Asset Managment, Wealth Management, Asset Allocation, Investments, Mutual Funds, Securities, Investment Strategies, Bonds, Capital Markets, Financial Advisory, Management, Asset Management, Valuation, Alternative Investments, Financial Analysis, Financial Modeling, Finance
Education
Northwestern University - Kellogg School of Management 1980 — 1982
Professional Accounting Program
University of Illinois at Urbana-Champaign - College of Business 1976 — 1978
M.B.A., Finance and Economics
University of Rochester 1971 — 1975
B.A., European History
Jarrett Judkins, MS, ITILv3's Northern Trust Global Investments Experience June 2005 - February 2006
Job IT Program/Senior Project Manager
Industry Information Technology and Services
Experience
Randstad Technologies US May 2014 - Present
Northern Trust November 2012 - April 2014
BMO Harris Private Banking March 2012 - November 2012
CNA Insurance October 2011 - March 2012
Northern Trust February 2011 - October 2011
Motorola Solutions November 2009 - February 2011
McDonald's Corporation May 2007 - June 2009
TimeMed Labeling Systems April 2006 - March 2007
Northern Trust Global Investments June 2005 - February 2006
Co-Operative Bulk Handling Ltd. May 2003 - June 2005
Skills
Project Management, Program Management, Project Portfolio..., SDLC, Infrastructure, Vendor Management, IT Strategy, ITIL, Project Planning, Requirements Analysis, Outsourcing, Resource Management, Software Documentation, Software Project..., Business Analysis, PMO, Cross-functional Team..., ERP, Requirements Gathering, Project Delivery, Systems Analysis, Change Management, Data Warehousing, Process Improvement, IT Management, Integration, IT Service Management, Virtualization, Service Delivery, Business Process..., Enterprise Architecture, Analysis, Software Development, Business Requirements, Business Process
Education
University of Illinois Springfield 2011 — 2013
Master of Science (MS), Management Information Systems
University of Illinois Springfield 2009 — 2010
Graduate Certificate, Project Management
DeVry University 1988 — 1990
Bachelor of Science (BS), Computer Information Systems
Percy L. Julian High School 1979 — 1983
Randstad Technologies US May 2014 - Present
Northern Trust November 2012 - April 2014
BMO Harris Private Banking March 2012 - November 2012
CNA Insurance October 2011 - March 2012
Northern Trust February 2011 - October 2011
Motorola Solutions November 2009 - February 2011
McDonald's Corporation May 2007 - June 2009
TimeMed Labeling Systems April 2006 - March 2007
Northern Trust Global Investments June 2005 - February 2006
Co-Operative Bulk Handling Ltd. May 2003 - June 2005
Skills
Project Management, Program Management, Project Portfolio..., SDLC, Infrastructure, Vendor Management, IT Strategy, ITIL, Project Planning, Requirements Analysis, Outsourcing, Resource Management, Software Documentation, Software Project..., Business Analysis, PMO, Cross-functional Team..., ERP, Requirements Gathering, Project Delivery, Systems Analysis, Change Management, Data Warehousing, Process Improvement, IT Management, Integration, IT Service Management, Virtualization, Service Delivery, Business Process..., Enterprise Architecture, Analysis, Software Development, Business Requirements, Business Process
Education
University of Illinois Springfield 2011 — 2013
Master of Science (MS), Management Information Systems
University of Illinois Springfield 2009 — 2010
Graduate Certificate, Project Management
DeVry University 1988 — 1990
Bachelor of Science (BS), Computer Information Systems
Percy L. Julian High School 1979 — 1983
Keith Caruso's Northern Trust Global Investments Experience July 2008 - July 2012
Job Investment Product Specialist at Northern Trust Investments
Industry Investment Management
Experience
Northern Trust Asset Management July 2012 - Present
Northern Trust Global Investments July 2008 - July 2012
Hewitt Associates August 2006 - May 2008
Hewitt Associates June 2002 - August 2006
Skills
Asset Management, Equities, Analysis, Investments, Management, Financial Modeling, Operations Management, Information Systems, Auditing, Portfolio Management, Valuation
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Finance and Economics
Northern Illinois University 1998 — 2002
BS, Operations and Information Mgmt.
Northern Trust Asset Management July 2012 - Present
Northern Trust Global Investments July 2008 - July 2012
Hewitt Associates August 2006 - May 2008
Hewitt Associates June 2002 - August 2006
Skills
Asset Management, Equities, Analysis, Investments, Management, Financial Modeling, Operations Management, Information Systems, Auditing, Portfolio Management, Valuation
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Finance and Economics
Northern Illinois University 1998 — 2002
BS, Operations and Information Mgmt.
David Sparacino, CFA's Northern Trust Global Investments Experience June 1991 - June 2003
Job Director, Client Service & Marketing at Jacobs Levy Equity Management
Industry Investment Management
Experience
Jacobs Levy Equity Management October 2003 - Present
Northern Trust Global Investments June 1991 - June 2003
Skills
Asset Allocation, Hedge Funds, Equities, Wealth Management, Series 63, 401k, Quantitative Analytics, Asset Management, Alternative Investments, Investment Management, Investments, Series 7, Mutual Funds, Investment Strategies, Asset Managment, Trading, Capital Markets, Portfolio Management, Trading Systems, Financial Services
Education
University of Wisconsin-Madison 1986 — 1991
Economics
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Jacobs Levy Equity Management October 2003 - Present
Northern Trust Global Investments June 1991 - June 2003
Skills
Asset Allocation, Hedge Funds, Equities, Wealth Management, Series 63, 401k, Quantitative Analytics, Asset Management, Alternative Investments, Investment Management, Investments, Series 7, Mutual Funds, Investment Strategies, Asset Managment, Trading, Capital Markets, Portfolio Management, Trading Systems, Financial Services
Education
University of Wisconsin-Madison 1986 — 1991
Economics
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Richard Zander's Northern Trust Global Investments Experience December 2009 - July 2011
Job Management Consultant
Industry Financial Services
Experience
Deloitte January 2015 - Present
Northern Trust Asset Management September 2014 - January 2015
Northern Trust Asset Management July 2011 - September 2014
Northern Trust Global Investments December 2009 - July 2011
Northern Trust Global Investments February 2007 - December 2009
Addison Group December 2006 - February 2007
BP March 2006 - February 2007
Ameriprise Financial Services, Inc. August 2006 - October 2006
Merrill Lynch November 2005 - January 2006
Skills
Asset Management, Equities, Investments, Portfolio Management, Bloomberg, Fixed Income, Investment Strategies, Mutual Funds, Asset Allocation, Derivatives, Alternative Investments, Investment Management, Corporate Actions, ETFs, Series 7, Bloomberg Terminal, Account Reconciliation, Securities, Settlement, Financial Markets, Finance, Emerging Markets, Financial Services
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2014
Master of Finance (MSF), Finance, General, 3.70
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Business Administration (MBA), Investment Management and Operations Management, 3.98
University of Illinois at Chicago 2002 — 2006
BS, Management and Finance
2016 Level III Candidate in the CFA Program
Passed Level I and II of the CFA Program
Deloitte January 2015 - Present
Northern Trust Asset Management September 2014 - January 2015
Northern Trust Asset Management July 2011 - September 2014
Northern Trust Global Investments December 2009 - July 2011
Northern Trust Global Investments February 2007 - December 2009
Addison Group December 2006 - February 2007
BP March 2006 - February 2007
Ameriprise Financial Services, Inc. August 2006 - October 2006
Merrill Lynch November 2005 - January 2006
Skills
Asset Management, Equities, Investments, Portfolio Management, Bloomberg, Fixed Income, Investment Strategies, Mutual Funds, Asset Allocation, Derivatives, Alternative Investments, Investment Management, Corporate Actions, ETFs, Series 7, Bloomberg Terminal, Account Reconciliation, Securities, Settlement, Financial Markets, Finance, Emerging Markets, Financial Services
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2014
Master of Finance (MSF), Finance, General, 3.70
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Business Administration (MBA), Investment Management and Operations Management, 3.98
University of Illinois at Chicago 2002 — 2006
BS, Management and Finance
2016 Level III Candidate in the CFA Program
Passed Level I and II of the CFA Program
Michael Valencia, CFA's Northern Trust Global Investments Experience January 2002 - November 2005
Job Managing Director at Dearborn Partners
Industry Investment Management
Experience
Dearborn Partners September 2010 - Present
Third River Capital Management November 2005 - Present
Northern Trust Global Investments January 2002 - November 2005
Northern Trust Global Investments January 1998 - January 2002
Trustmark Insurance 1991 - 1998
Skills
Portfolio Management, Financial Analysis, Equity Valuation, Small Cap Equities, Equities, Equity Research, Valuation, Alternative Investments, Asset Management, Investment Management, Hedge Funds, Asset Allocation, Financial Modeling, Investments, Management, Mutual Funds, Finance, Fixed Income, Capital Markets, Financial Markets, Institutional..., Corporate Finance, Investment Strategies, Bloomberg, Investment Advisory, Securities
Education
Lake Forest Graduate School of Management 1997 — 2000
MBA w/honors
Illinois State University 1986 — 1991
BS, Finance
Dearborn Partners September 2010 - Present
Third River Capital Management November 2005 - Present
Northern Trust Global Investments January 2002 - November 2005
Northern Trust Global Investments January 1998 - January 2002
Trustmark Insurance 1991 - 1998
Skills
Portfolio Management, Financial Analysis, Equity Valuation, Small Cap Equities, Equities, Equity Research, Valuation, Alternative Investments, Asset Management, Investment Management, Hedge Funds, Asset Allocation, Financial Modeling, Investments, Management, Mutual Funds, Finance, Fixed Income, Capital Markets, Financial Markets, Institutional..., Corporate Finance, Investment Strategies, Bloomberg, Investment Advisory, Securities
Education
Lake Forest Graduate School of Management 1997 — 2000
MBA w/honors
Illinois State University 1986 — 1991
BS, Finance
John D. Abendroth's Northern Trust Global Investments Experience June 1998 - March 2004
Job Senior Trader Leveraged Finance
Industry Investment Management
Experience
Neuberger Berman April 2009 - Present
Lehman Brothers Asset Mgmt March 2004 - April 2009
Northern Trust Global Investments June 1998 - March 2004
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1998
MBA, International Marketing & Finance
Washington State University 1983 — 1988
Bachelor of Arts, Business Administration
Neuberger Berman April 2009 - Present
Lehman Brothers Asset Mgmt March 2004 - April 2009
Northern Trust Global Investments June 1998 - March 2004
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1998
MBA, International Marketing & Finance
Washington State University 1983 — 1988
Bachelor of Arts, Business Administration
William Belden's Northern Trust Global Investments Experience January 2000 - March 2005
Job Head of Product Development and Management
Industry Financial Services
Experience
Guggenheim Investments 2011 - Present
Guggenheim Funds April 2005 - Present
Northern Trust Global Investments January 2000 - March 2005
Stein Roe & Farnham 1995 - 2000
Skills
Mutual Funds, Alternative Investments, Hedge Funds, Asset Management, Wealth Management, Investment Management, Equities, Asset Allocation, Series 7, Fixed Income, Asset Managment, Investment Strategies, Series 63, Securities, Investment Advisory, Separately Managed...
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance
Miami University
Guggenheim Investments 2011 - Present
Guggenheim Funds April 2005 - Present
Northern Trust Global Investments January 2000 - March 2005
Stein Roe & Farnham 1995 - 2000
Skills
Mutual Funds, Alternative Investments, Hedge Funds, Asset Management, Wealth Management, Investment Management, Equities, Asset Allocation, Series 7, Fixed Income, Asset Managment, Investment Strategies, Series 63, Securities, Investment Advisory, Separately Managed...
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance
Miami University
Raheela Anwar's Northern Trust Global Investments Experience 1989 - May 2007
Job Investment Management Professional
Industry Investment Management
Experience
Challenger Gray April 2012 - Present
Independent Consultant 2008 - 2012
Ziegler November 2007 - November 2008
Northern Trust Global Investments 1989 - May 2007
Northern Trust 2002 - 2007
Skills
Alternative Investments, Leadership, Sales Management, Asset Managment, Asset Allocation, Asset Management, Banking, Start-ups, Investments, Negotiation, Series 7, Sales, Management, Investment Management, Financial Analysis, Fixed Income, Hedge Funds, Strategy, Finance, Executive Management, Financial Modeling, Risk Management, Management Consulting, Morningstar, Morningstar Direct, Financial Services, Portfolio Management, Private Equity, Investment Strategies, Mutual Funds, Wealth Management, Equities, Investment Advisory, Strategic Financial..., Due Diligence, Capital Markets, Valuation, Venture Capital, Restructuring, Emerging Markets
Education
The University of Chicago 1990 — 1993
MBA, Corporate Finance, Accounting
Northwestern University 1984 — 1987
BA, Molecular Biology, French Literature
Challenger Gray April 2012 - Present
Independent Consultant 2008 - 2012
Ziegler November 2007 - November 2008
Northern Trust Global Investments 1989 - May 2007
Northern Trust 2002 - 2007
Skills
Alternative Investments, Leadership, Sales Management, Asset Managment, Asset Allocation, Asset Management, Banking, Start-ups, Investments, Negotiation, Series 7, Sales, Management, Investment Management, Financial Analysis, Fixed Income, Hedge Funds, Strategy, Finance, Executive Management, Financial Modeling, Risk Management, Management Consulting, Morningstar, Morningstar Direct, Financial Services, Portfolio Management, Private Equity, Investment Strategies, Mutual Funds, Wealth Management, Equities, Investment Advisory, Strategic Financial..., Due Diligence, Capital Markets, Valuation, Venture Capital, Restructuring, Emerging Markets
Education
The University of Chicago 1990 — 1993
MBA, Corporate Finance, Accounting
Northwestern University 1984 — 1987
BA, Molecular Biology, French Literature
Dean Kordalis's Northern Trust Global Investments Experience January 2008 - 2009
Job Managing Director of National ETF Sales at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald September 2013 - Present
Knight Equity Markets June 2009 - September 2013
Northern Trust Global Investments January 2008 - 2009
The Vanguard Group 2006 - 2008
Merrill Lynch April 1997 - December 2006
Skills
Alternative Investments, Asset Managment, Capital Markets, Derivatives, ETFs, Equities, Financial Markets, Financial Modeling, Fixed Income, Hedge Funds, Institutional Sales, Investments, Options, Portfolio Management, Series 63, Series 7, Trading, Asset Allocation, Mutual Funds, Financial Services, Equity Research
Education
Hofstra University 1998 — 2000
MBA, Finance
Hofstra University 1994 — 1997
Cantor Fitzgerald September 2013 - Present
Knight Equity Markets June 2009 - September 2013
Northern Trust Global Investments January 2008 - 2009
The Vanguard Group 2006 - 2008
Merrill Lynch April 1997 - December 2006
Skills
Alternative Investments, Asset Managment, Capital Markets, Derivatives, ETFs, Equities, Financial Markets, Financial Modeling, Fixed Income, Hedge Funds, Institutional Sales, Investments, Options, Portfolio Management, Series 63, Series 7, Trading, Asset Allocation, Mutual Funds, Financial Services, Equity Research
Education
Hofstra University 1998 — 2000
MBA, Finance
Hofstra University 1994 — 1997
Maria Geisler's Northern Trust Global Investments Experience 2006 - Present
Job Investment Product Manager at Northern Trust Company
Industry Investment Management
Experience
Northern Trust Company October 2006 - Present
Northern Trust Global Investments 2006 - Present
Northern Trust September 2005 - October 2006
Northern Trust October 2001 - September 2005
Skills
Financial Modeling, Investment Management, Financial Services, Banking, Valuation
Education
DePaul University 1998 — 2006
Bachlors of Arts and Science, Finance, General
Northern Trust Company October 2006 - Present
Northern Trust Global Investments 2006 - Present
Northern Trust September 2005 - October 2006
Northern Trust October 2001 - September 2005
Skills
Financial Modeling, Investment Management, Financial Services, Banking, Valuation
Education
DePaul University 1998 — 2006
Bachlors of Arts and Science, Finance, General
Christopher Honold's Northern Trust Global Investments Experience August 2000 - Present
Job Strategist Transition Management at Northern Trust
Industry Investment Management
Experience
Northern Trust 2012 - Present
Northern Trust Global Investments August 2000 - Present
Skills
Client Service, Transfer Agency, Mutual Funds, Investments, Valuation, Fund Of Funds, Project Management, Transition Management, Financial Services
Education
Eastern Illinois University 1997 — 2000
Bachelor of Science (BS), Finance, General
Northern Trust 2012 - Present
Northern Trust Global Investments August 2000 - Present
Skills
Client Service, Transfer Agency, Mutual Funds, Investments, Valuation, Fund Of Funds, Project Management, Transition Management, Financial Services
Education
Eastern Illinois University 1997 — 2000
Bachelor of Science (BS), Finance, General
Vanessa Howells's Northern Trust Global Investments Experience 1999 - 2007
Job Web Content Writer/Editor of Homebased Business
Industry Marketing and Advertising
Experience
Home-based Business July 2007 - Present
Christian Heritage Academy January 2010 - May 2012
Northern Trust Global Investments 1999 - 2007
Skills
Excellent Writer, People Management, Marketing Communications, Working With Children, Strategic Planning, Social Media, Event Management, Event Planning, Microsoft Office, Public Speaking, Microsoft Excel, Marketing Strategy, Team Building, Marketing, Social Media Marketing, Customer Service, Research, Public Relations, PowerPoint, Non-profits, Microsoft Word, Staff Development, Management Consulting, Team Leadership, Social Networking
Education
Indiana University Bloomington
B.S., Public Affairs - Communications
Home-based Business July 2007 - Present
Christian Heritage Academy January 2010 - May 2012
Northern Trust Global Investments 1999 - 2007
Skills
Excellent Writer, People Management, Marketing Communications, Working With Children, Strategic Planning, Social Media, Event Management, Event Planning, Microsoft Office, Public Speaking, Microsoft Excel, Marketing Strategy, Team Building, Marketing, Social Media Marketing, Customer Service, Research, Public Relations, PowerPoint, Non-profits, Microsoft Word, Staff Development, Management Consulting, Team Leadership, Social Networking
Education
Indiana University Bloomington
B.S., Public Affairs - Communications
Ellen Baras's Northern Trust Global Investments Experience March 2002 - Present
Job Senior Analyst/Vice President at Northern Trust Global Investments
Industry Investment Management
Experience
Northern Trust Global Investments March 2002 - Present
Skills
Valuation, Equity Research, Equities, Mutual Funds, Equity Valuation, Bloomberg, Financial Modeling, Investments, Hedge Funds, Portfolio Management, Alternative Investments, Asset Allocation, Asset Managment, Investment Management, Investment Strategies, Fixed Income, Asset Management, Private Equity
Education
Northwestern University - Kellogg School of Management
MBA
Northern Trust Global Investments March 2002 - Present
Skills
Valuation, Equity Research, Equities, Mutual Funds, Equity Valuation, Bloomberg, Financial Modeling, Investments, Hedge Funds, Portfolio Management, Alternative Investments, Asset Allocation, Asset Managment, Investment Management, Investment Strategies, Fixed Income, Asset Management, Private Equity
Education
Northwestern University - Kellogg School of Management
MBA
Shashanka Saduneni's Northern Trust Global Investments Experience 2011 - Present
Job IT Consultant at Northern Trust Global Investments
Industry Computer Software
Experience
Northern Trust Global Investments 2011 - Present
Geneca October 2009 - Present
Lancesoft January 2006 - Present
The Warranty Group June 2008 - February 2009
The Warranty Group 2008 - 2009
JPMorgan Chase September 2006 - June 2008
Advertising.COM 2005 - 2006
Ditabis AG 2002 - 2006
Education
Fachhochschule Furtwangen - Hochschule für Technik und Wirtschaft 2001 — 2003
Master of Science (M.Sc.), Biomedical/Medical Engineering
Osmania University 1995 — 1999
BE, BME
Northern Trust Global Investments 2011 - Present
Geneca October 2009 - Present
Lancesoft January 2006 - Present
The Warranty Group June 2008 - February 2009
The Warranty Group 2008 - 2009
JPMorgan Chase September 2006 - June 2008
Advertising.COM 2005 - 2006
Ditabis AG 2002 - 2006
Education
Fachhochschule Furtwangen - Hochschule für Technik und Wirtschaft 2001 — 2003
Master of Science (M.Sc.), Biomedical/Medical Engineering
Osmania University 1995 — 1999
BE, BME
David Fitchett, CFA, CAIA's Northern Trust Global Investments Experience January 2007 - October 2009
Job Director, Institutional Sales at Northern Trust Securities, Inc
Industry Financial Services
Experience
Northern Trust Securities, Inc October 2009 - Present
Northern Trust Global Investments January 2007 - October 2009
Northern Trust Global Investments February 2005 - January 2007
Northern Trust Global Investments June 2002 - February 2005
Skills
Alternative Investments, Asset Managment, Institutional..., Securities, ETFs, Asset Management, Equities, Investment Management, Wealth Management, Asset Allocation, Investments, Mutual Funds, Hedge Funds, Fixed Income, Series 63
Education
Michigan State University
Bachelor of Arts (B.A.), Finance, General
Northern Trust Securities, Inc October 2009 - Present
Northern Trust Global Investments January 2007 - October 2009
Northern Trust Global Investments February 2005 - January 2007
Northern Trust Global Investments June 2002 - February 2005
Skills
Alternative Investments, Asset Managment, Institutional..., Securities, ETFs, Asset Management, Equities, Investment Management, Wealth Management, Asset Allocation, Investments, Mutual Funds, Hedge Funds, Fixed Income, Series 63
Education
Michigan State University
Bachelor of Arts (B.A.), Finance, General
Peter Aglipay's Northern Trust Global Investments Experience September 2000 - March 2007
Job 2nd VP Taxable Fixed Income
Industry Banking
Experience
Northern Trust Asset Management March 2007 - Present
Northern Trust Global Investments September 2000 - March 2007
The Northern Trust Company January 1996 - September 2000
Skills
Fixed Income, Portfolio Management, Bonds, Trading, Bloomberg, Capital Markets, Asset Managment, Investment Strategies, Asset Allocation, Investments, Mutual Funds, Asset Management, Financial Analysis, Investment Management
Education
Northeastern Illinois University
BA, Economics
Niles North H.S. 1985 — 1989
St. Lambert
Northern Trust Asset Management March 2007 - Present
Northern Trust Global Investments September 2000 - March 2007
The Northern Trust Company January 1996 - September 2000
Skills
Fixed Income, Portfolio Management, Bonds, Trading, Bloomberg, Capital Markets, Asset Managment, Investment Strategies, Asset Allocation, Investments, Mutual Funds, Asset Management, Financial Analysis, Investment Management
Education
Northeastern Illinois University
BA, Economics
Niles North H.S. 1985 — 1989
St. Lambert
Ken Stemme's Northern Trust Global Investments Experience May 2003 - April 2007
Job Senior Investment Officer at International Monetary Fund
Industry Investment Management
Experience
International Monetary Fund September 2013 - Present
Larch Lane Advisors May 2007 - August 2013
Northern Trust Global Investments May 2003 - April 2007
American Express Financial Advisors January 2002 - April 2003
CIBC Oppenheimer January 1999 - January 2002
Harris Associates June 1996 - December 1998
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Portfolio Management, Bonds, Fixed Income, Asset Allocation, Equities, Asset Managment, Investments, Investment Strategies, Trading, Capital Markets, Asset Management, Mutual Funds, Private Equity, Due Diligence, Bloomberg, Investment Management, Investor Relations, Emerging Markets, Derivatives, Valuation, Financial Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1994
MBA, Finance
Cornell University 1984 — 1989
AB, Mathematics
Lowell High School 1980 — 1984
International Monetary Fund September 2013 - Present
Larch Lane Advisors May 2007 - August 2013
Northern Trust Global Investments May 2003 - April 2007
American Express Financial Advisors January 2002 - April 2003
CIBC Oppenheimer January 1999 - January 2002
Harris Associates June 1996 - December 1998
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Portfolio Management, Bonds, Fixed Income, Asset Allocation, Equities, Asset Managment, Investments, Investment Strategies, Trading, Capital Markets, Asset Management, Mutual Funds, Private Equity, Due Diligence, Bloomberg, Investment Management, Investor Relations, Emerging Markets, Derivatives, Valuation, Financial Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1994
MBA, Finance
Cornell University 1984 — 1989
AB, Mathematics
Lowell High School 1980 — 1984
Kelley Donegan's Northern Trust Global Investments Experience June 2008 - June 2009
Job Operations & Financial Services Consultant
Industry Financial Services
Experience
Newedge August 2009 - Present
Northern Trust Global Investments June 2008 - June 2009
Spectrum Global Fund Administration 2007 - April 2008
Spectrum Global Fund Administration January 2005 - 2007
Driehaus Capital Management 1997 - 2005
NationsBanc 1995 - 1997
Hull Trading Company 1992 - 1995
Education
Illinois Institute of Technology
MS
University of Kansas
BS Business Administration
Newedge August 2009 - Present
Northern Trust Global Investments June 2008 - June 2009
Spectrum Global Fund Administration 2007 - April 2008
Spectrum Global Fund Administration January 2005 - 2007
Driehaus Capital Management 1997 - 2005
NationsBanc 1995 - 1997
Hull Trading Company 1992 - 1995
Education
Illinois Institute of Technology
MS
University of Kansas
BS Business Administration
Glenn Migliozzi, CFA's Northern Trust Global Investments Experience 2002 - 2003
Job Partner and CoChief Investment Officer at LakeWater Capital LLC
Industry Investment Management
Experience
LakeWater Capital LLC January 2014 - Present
Green Eagle Capital LLC 2004 - January 2014
Northern Trust Global Investments 2002 - 2003
Columbia Management 1995 - 2001
State Street 1992 - 1995
Aetna Life & Casualty 1986 - 1992
Education
Massachusetts Institute of Technology - Sloan School of Management 1984 — 1986
SM, Finance
University at Albany, SUNY 1977 — 1981
B.S., Economics/Business Administration
Queens College 1978 — 1978
Summer Classes
LakeWater Capital LLC January 2014 - Present
Green Eagle Capital LLC 2004 - January 2014
Northern Trust Global Investments 2002 - 2003
Columbia Management 1995 - 2001
State Street 1992 - 1995
Aetna Life & Casualty 1986 - 1992
Education
Massachusetts Institute of Technology - Sloan School of Management 1984 — 1986
SM, Finance
University at Albany, SUNY 1977 — 1981
B.S., Economics/Business Administration
Queens College 1978 — 1978
Summer Classes
Dan LaRocco's Northern Trust Global Investments Experience May 2011 - Present
Job Fixed Income Portfolio Manager at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Global Investments May 2011 - Present
Northern Trust Global Investments October 2009 - May 2011
Northern Trust June 2008 - October 2009
Northern Trust November 2007 - June 2008
Ameriprise Financial Advisors 2007 - 2007
Merrill Lynch 2004 - 2004
Skills
Bloomberg, Investments, Financial Modeling, Financial Analysis, Due Diligence, Series 7, Asset Allocation, Asset Managment, Mutual Funds, Fixed Income, Securities, Investment Management, Portfolio Management, Asset Management
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA)
Miami University 2002 — 2006
Bachelor of Arts (BA), English, Political Science, Economics
Northern Trust Global Investments May 2011 - Present
Northern Trust Global Investments October 2009 - May 2011
Northern Trust June 2008 - October 2009
Northern Trust November 2007 - June 2008
Ameriprise Financial Advisors 2007 - 2007
Merrill Lynch 2004 - 2004
Skills
Bloomberg, Investments, Financial Modeling, Financial Analysis, Due Diligence, Series 7, Asset Allocation, Asset Managment, Mutual Funds, Fixed Income, Securities, Investment Management, Portfolio Management, Asset Management
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA)
Miami University 2002 — 2006
Bachelor of Arts (BA), English, Political Science, Economics
Peter Stournaras's Northern Trust Global Investments Experience July 2006 - August 2010
Job Portfolio Manager at BlackRock
Industry Investment Management
Experience
BlackRock October 2010 - Present
Northern Trust Global Investments July 2006 - August 2010
Legg Mason 2005 - 2006
Citigroup 1998 - 2006
Citigroup Asset Management 1998 - 2006
Education
Rensselaer Polytechnic Institute 1991 — 1995
Columbia University - Columbia Business School
BlackRock October 2010 - Present
Northern Trust Global Investments July 2006 - August 2010
Legg Mason 2005 - 2006
Citigroup 1998 - 2006
Citigroup Asset Management 1998 - 2006
Education
Rensselaer Polytechnic Institute 1991 — 1995
Columbia University - Columbia Business School
Gregory Kuhl, CFA's Northern Trust Global Investments Experience 2002 - 2007
Job Head of Global Client Relationship Management at Calamos Investments
Industry Investment Management
Experience
Calamos Investments March 2013 - Present
Calamos Investments April 2010 - March 2013
Hartford Investment Management Co. (HIMCO) October 2007 - April 2010
Northern Trust Global Investments 2002 - 2007
Barclays Global Investors 2000 - 2002
Stein Roe & Farnham November 1995 - April 2000
Skills
Investment Management, Investment Strategies, Fixed Income, Equities, Series 7, Series 63
Education
Northern Illinois University - College of Business 1999 — 2004
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Western Illinois University 1984 — 1987
Bachelor's Degree, Finance
Downers Grove North High School
HS Diploma
Calamos Investments March 2013 - Present
Calamos Investments April 2010 - March 2013
Hartford Investment Management Co. (HIMCO) October 2007 - April 2010
Northern Trust Global Investments 2002 - 2007
Barclays Global Investors 2000 - 2002
Stein Roe & Farnham November 1995 - April 2000
Skills
Investment Management, Investment Strategies, Fixed Income, Equities, Series 7, Series 63
Education
Northern Illinois University - College of Business 1999 — 2004
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Western Illinois University 1984 — 1987
Bachelor's Degree, Finance
Downers Grove North High School
HS Diploma
Scott Craven Jones, JD, CFA's Northern Trust Global Investments Experience 2000 - 2005
Job Independent Director, Risk Officer
Industry Financial Services
Experience
GuestLogix 2015 - Present
Carne Group 2013 - Present
Wanzenburg Partners LLC 2012 - 2013
Aurora Investment Management 2010 - 2012
Political Consulting 2009 - 2009
Calamos Investments 2005 - 2008
Northern Trust Global Investments 2000 - 2005
Nuveen Investments 1992 - 2000
Schiff Hardin LLP 1989 - 1992
Skills
Hedge Funds, Asset Management, Mutual Funds, Alternative Investments, Asset Managment, Investment Management, Fund Of Funds, Fund Administration, Fund Accounting, Finance, Financial Services, Investments, Capital Markets, Securities, Private Equity, Due Diligence, Investment Strategies, Mergers & Acquisitions, Portfolio Management, Asset Allocation, Fixed Income, Bloomberg, Derivatives, Wealth Management
Education
Northwestern University School of Law 1986 — 1989
JD, Banking, Corporate, Finance, and Securities Law
Trinity College-Hartford 1980 — 1984
BA, History
School of Oriental and African Studies, U. of London 1982 — 1982
African History
GuestLogix 2015 - Present
Carne Group 2013 - Present
Wanzenburg Partners LLC 2012 - 2013
Aurora Investment Management 2010 - 2012
Political Consulting 2009 - 2009
Calamos Investments 2005 - 2008
Northern Trust Global Investments 2000 - 2005
Nuveen Investments 1992 - 2000
Schiff Hardin LLP 1989 - 1992
Skills
Hedge Funds, Asset Management, Mutual Funds, Alternative Investments, Asset Managment, Investment Management, Fund Of Funds, Fund Administration, Fund Accounting, Finance, Financial Services, Investments, Capital Markets, Securities, Private Equity, Due Diligence, Investment Strategies, Mergers & Acquisitions, Portfolio Management, Asset Allocation, Fixed Income, Bloomberg, Derivatives, Wealth Management
Education
Northwestern University School of Law 1986 — 1989
JD, Banking, Corporate, Finance, and Securities Law
Trinity College-Hartford 1980 — 1984
BA, History
School of Oriental and African Studies, U. of London 1982 — 1982
African History
David Williams, CFA's Northern Trust Global Investments Experience May 2012 - Present
Job Vice President / Alternatives Portfolio Manager at Northern Trust Global Investments
Industry Investment Management
Experience
Northern Trust Global Investments May 2012 - Present
Northern Trust Global Investments November 2010 - May 2012
MAN INVESTMENTS USA LLC July 2003 - May 2010
Ellwood Associates 2001 - 2003
Skills
Portfolio Management, Alternative Investments, Hedge Funds, Asset Management, Investments, Investment Strategies, Asset Allocation, Finance
Education
The University of Chicago - Booth School of Business 2008 — 2013
MBA, Finance, Strategic Management, Entrepreneurship
Illinois State University 1999 — 2001
B.S, Finance
Northern Trust Global Investments May 2012 - Present
Northern Trust Global Investments November 2010 - May 2012
MAN INVESTMENTS USA LLC July 2003 - May 2010
Ellwood Associates 2001 - 2003
Skills
Portfolio Management, Alternative Investments, Hedge Funds, Asset Management, Investments, Investment Strategies, Asset Allocation, Finance
Education
The University of Chicago - Booth School of Business 2008 — 2013
MBA, Finance, Strategic Management, Entrepreneurship
Illinois State University 1999 — 2001
B.S, Finance
Paul Szczasny's Northern Trust Global Investments Experience Investment Outsourcing OperationsThe Northern Trust Company2007 - Present
Job Officer at Northern Trust Global Investments
Industry Investment Management
Experience
Northern Trust Global Investments Investment Outsourcing OperationsThe Northern Trust Company2007 - Present
Skills
Equities, Fixed Income, Asset Managment, Fund Administration, Bloomberg, Hedge Funds, Securities, Asset Management, Derivatives, Financial Analysis, Corporate Actions, Financial Services, Risk Management
Education
DePaul University 1991 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Br. Rice High School 1984 — 1987
Northern Trust Global Investments Investment Outsourcing OperationsThe Northern Trust Company2007 - Present
Skills
Equities, Fixed Income, Asset Managment, Fund Administration, Bloomberg, Hedge Funds, Securities, Asset Management, Derivatives, Financial Analysis, Corporate Actions, Financial Services, Risk Management
Education
DePaul University 1991 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Br. Rice High School 1984 — 1987
Tony Pecora's Northern Trust Global Investments Experience July 2011 - Present
Job Head of Compliance at Northern Trust Global Investments
Industry Financial Services
Experience
Northern Trust Global Investments July 2011 - Present
ABN AMRO Bank N.V. November 2010 - July 2011
ABN AMRO Clearing Chicago LLC April 2009 - July 2011
Bank of America October 2007 - December 2008
LaSalle Bank/ ABN AMRO 1997 - 2007
US Securities and Exchange Commission May 1995 - October 1997
Skills
Securities, AML, Financial Services, Performance Management, Banking, Capital Markets, Asset Management, Compliance, Risk Management, Investments, Operational Risk, Insurance, Financial Risk, Derivatives, Management, Hedge Funds, Anti Money Laundering
Education
DePaul University College of Law 1991 — 1994
JD, with honors, Law
Bryant University
BSBA, magna cum laude, Computer Information Systems
Northern Trust Global Investments July 2011 - Present
ABN AMRO Bank N.V. November 2010 - July 2011
ABN AMRO Clearing Chicago LLC April 2009 - July 2011
Bank of America October 2007 - December 2008
LaSalle Bank/ ABN AMRO 1997 - 2007
US Securities and Exchange Commission May 1995 - October 1997
Skills
Securities, AML, Financial Services, Performance Management, Banking, Capital Markets, Asset Management, Compliance, Risk Management, Investments, Operational Risk, Insurance, Financial Risk, Derivatives, Management, Hedge Funds, Anti Money Laundering
Education
DePaul University College of Law 1991 — 1994
JD, with honors, Law
Bryant University
BSBA, magna cum laude, Computer Information Systems
Vernessa Sewell, MBA's Northern Trust Global Investments Experience 2007 - 2011
Job Proficient Finance Professional
Industry Financial Services
Experience
Chicago Public Schools February 2012 - Present
Northern Trust Global Investments 2007 - 2011
Northern Trust, Wealth Advisory Services 2005 - 2007
Northern Trust, Investment Risk & Analytical Services 1999 - 2005
Northern Trust, Fund Accounting 1994 - 1999
Skills
Management Consulting, Client Relationship..., Financial Management, Financial Analysis, Training & Development, Corporate Communications, Process Improvement, Project Implementation, Project Planning, Project Portfolio..., Problem Solving, Data Analysis, Financial Planning, Managerial Experience, Fund Accounting, Auditing, Security Analysis, Data Research, Financial Reporting, Reporting & Analysis, Crystal Reports, Report Writing, Document Review, Business Process..., Training Documentation, Client Interfacing, Written Skills, Oral Communications, Delegation, Investment Advisory, Performance Analysis, Performance Attribution, Report Generation, Investments, Results Focused, Financial Markets, Financial Oversight, Performance Enhancement, Professional Services, User Acceptance Testing, Calculations, Compliance, Follow-up, Customer Presentations, Pension Funds, Team Building, Team Leadership, Business Objects, Excel, PowerPoint
Education
DePaul University 1997 — 1999
Master of Business Administration (M.B.A.), Financial Management & Control
Howard University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance
Chicago Public Schools February 2012 - Present
Northern Trust Global Investments 2007 - 2011
Northern Trust, Wealth Advisory Services 2005 - 2007
Northern Trust, Investment Risk & Analytical Services 1999 - 2005
Northern Trust, Fund Accounting 1994 - 1999
Skills
Management Consulting, Client Relationship..., Financial Management, Financial Analysis, Training & Development, Corporate Communications, Process Improvement, Project Implementation, Project Planning, Project Portfolio..., Problem Solving, Data Analysis, Financial Planning, Managerial Experience, Fund Accounting, Auditing, Security Analysis, Data Research, Financial Reporting, Reporting & Analysis, Crystal Reports, Report Writing, Document Review, Business Process..., Training Documentation, Client Interfacing, Written Skills, Oral Communications, Delegation, Investment Advisory, Performance Analysis, Performance Attribution, Report Generation, Investments, Results Focused, Financial Markets, Financial Oversight, Performance Enhancement, Professional Services, User Acceptance Testing, Calculations, Compliance, Follow-up, Customer Presentations, Pension Funds, Team Building, Team Leadership, Business Objects, Excel, PowerPoint
Education
DePaul University 1997 — 1999
Master of Business Administration (M.B.A.), Financial Management & Control
Howard University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance
Marvin Flewellen, CFA's Northern Trust Global Investments Experience June 1985 - January 1994
Job Senior Director at INVESCO
Industry Investment Management
Experience
INVESCO Senior Vice PresidentScudder InvestmentsNovember 2000 - April 2002
Duff & Phelps January 1994 - November 2000
Northern Trust Global Investments June 1985 - January 1994
Northern Trust Asset Management 1985 - 1994
Education
The University of Chicago 1988 — 1990
MBA, Financial Management
DePauw University 1981 — 1985
INVESCO Senior Vice PresidentScudder InvestmentsNovember 2000 - April 2002
Duff & Phelps January 1994 - November 2000
Northern Trust Global Investments June 1985 - January 1994
Northern Trust Asset Management 1985 - 1994
Education
The University of Chicago 1988 — 1990
MBA, Financial Management
DePauw University 1981 — 1985
Warren Sloan's Northern Trust Global Investments Experience 2011 - 2012
Job Software Engineer @ HCSC
Industry Banking
Experience
HCSC BCBSIL June 2012 - Present
Northern Trust August 2011 - June 2012
Northern Trust Global Investments 2011 - 2012
CTG 2011 - 2011
Hudson 2010 - 2011
Hudson 2010 - 2011
Blue Cross Blue Shield Association 2010 - 2010
Standard Bank & Trust Co. 2009 - 2010
Bank of America September 1999 - April 2009
Receller 2004 - 2005
Skills
C#, Agile, SQL Server, C++, XML, Software Development, Visual Basic, Java, Agile Methodologies, Web Services, AJAX, Microsoft SQL Server, ASP.NET, .NET, Requirements Analysis, SharePoint, Software Project..., SDLC, SQL, Oracle
Education
Southern Illinois University, Carbondale 1980 — 1984
DePaul University
HCSC BCBSIL June 2012 - Present
Northern Trust August 2011 - June 2012
Northern Trust Global Investments 2011 - 2012
CTG 2011 - 2011
Hudson 2010 - 2011
Hudson 2010 - 2011
Blue Cross Blue Shield Association 2010 - 2010
Standard Bank & Trust Co. 2009 - 2010
Bank of America September 1999 - April 2009
Receller 2004 - 2005
Skills
C#, Agile, SQL Server, C++, XML, Software Development, Visual Basic, Java, Agile Methodologies, Web Services, AJAX, Microsoft SQL Server, ASP.NET, .NET, Requirements Analysis, SharePoint, Software Project..., SDLC, SQL, Oracle
Education
Southern Illinois University, Carbondale 1980 — 1984
DePaul University
Jim Maslanka's Northern Trust Global Investments Experience 2006 - 2008
Job Recent Retiree at Currently Retired
Industry Information Technology and Services
Experience
Currently Retired November 2013 - Present
Apex Systems August 2010 - Present
Northern Trust 2005 - April 2012
Haddad Systems, LLC July 2009 - November 2009
Hi-Tech Solutions March 2006 - January 2008
Northern Trust Global Investments 2006 - 2008
JPMorgan Chase November 1980 - September 2005
JP Morgan Chase 1980 - 2005
Bank One 1980 - 2005
Skills
PMO, SDLC, PMP, Vendor Management, Project Management, IT Strategy, Risk Management, Program Management, Business Analysis, Requirements Analysis, Banking, Software Project..., Project Portfolio..., Business Process..., Visio, Integration, Process Improvement, IT Management, MS Project, Business Process, Requirements Gathering, Business Requirements, Enterprise Architecture, Project Delivery, Agile Methodologies, Agile Project Management, User Acceptance Testing, Software Documentation, Disaster Recovery, SharePoint, ITIL, Change Management, Resource Management, Software Development, Governance, Solution Architecture, Outsourcing, Testing, Quality Assurance, Analysis, Securities
Education
Alliance Francaise 2006 — 2016
Random and infrequent classes, Beginning French studies
Keller Graduate School of Management of DeVry University 1980 — 1986
MBA, Systems Management
University of Illinois at Chicago 1966 — 1972
Bachelor of Science (B.S.), Engineering
Currently Retired November 2013 - Present
Apex Systems August 2010 - Present
Northern Trust 2005 - April 2012
Haddad Systems, LLC July 2009 - November 2009
Hi-Tech Solutions March 2006 - January 2008
Northern Trust Global Investments 2006 - 2008
JPMorgan Chase November 1980 - September 2005
JP Morgan Chase 1980 - 2005
Bank One 1980 - 2005
Skills
PMO, SDLC, PMP, Vendor Management, Project Management, IT Strategy, Risk Management, Program Management, Business Analysis, Requirements Analysis, Banking, Software Project..., Project Portfolio..., Business Process..., Visio, Integration, Process Improvement, IT Management, MS Project, Business Process, Requirements Gathering, Business Requirements, Enterprise Architecture, Project Delivery, Agile Methodologies, Agile Project Management, User Acceptance Testing, Software Documentation, Disaster Recovery, SharePoint, ITIL, Change Management, Resource Management, Software Development, Governance, Solution Architecture, Outsourcing, Testing, Quality Assurance, Analysis, Securities
Education
Alliance Francaise 2006 — 2016
Random and infrequent classes, Beginning French studies
Keller Graduate School of Management of DeVry University 1980 — 1986
MBA, Systems Management
University of Illinois at Chicago 1966 — 1972
Bachelor of Science (B.S.), Engineering
John Lawrence, CFA's Northern Trust Global Investments Experience June 2004 - March 2007
Job Senior Investment Analyst at Monticello Associates
Industry Investment Management
Experience
Monticello Associates February 2014 - Present
Bessemer Venture Partners July 2012 - August 2012
Partners Healthcare June 2012 - July 2012
Maverick Capital March 2008 - June 2011
Bear Stearns Asset Management April 2007 - February 2008
Northern Trust Global Investments June 2004 - March 2007
Skills
Hedge Funds, Due Diligence, Equities, Portfolio Management, Asset Managment, Valuation, Alternative Investments, Investment Management, Fixed Income, Bloomberg, Financial Modeling, Financial Analysis, Capital Markets, Equity Research, Mutual Funds, Investments
Education
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2013
Master of Business Administration (MBA)
Trinity College-Hartford 2000 — 2004
Bachelor of Science (B.S.), Economics and Psychology
Monticello Associates February 2014 - Present
Bessemer Venture Partners July 2012 - August 2012
Partners Healthcare June 2012 - July 2012
Maverick Capital March 2008 - June 2011
Bear Stearns Asset Management April 2007 - February 2008
Northern Trust Global Investments June 2004 - March 2007
Skills
Hedge Funds, Due Diligence, Equities, Portfolio Management, Asset Managment, Valuation, Alternative Investments, Investment Management, Fixed Income, Bloomberg, Financial Modeling, Financial Analysis, Capital Markets, Equity Research, Mutual Funds, Investments
Education
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2013
Master of Business Administration (MBA)
Trinity College-Hartford 2000 — 2004
Bachelor of Science (B.S.), Economics and Psychology
Beth Provanzana's Northern Trust Global Investments Experience 2010 - 2013
Job COO, Risk Management at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation May 2014 - Present
Northern Trust 2013 - 2014
Northern Trust Global Investments 2010 - 2013
Chase Capital Corporation 2007 - 2009
Chase Bank, NA 2005 - 2007
J.P. Morgan Securities Inc 1997 - 2005
First Chicago 1995 - 1997
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MM, Finance
Washington and Lee University 1991 — 1995
BA, Economics and Romance Languages
Northern Trust Corporation May 2014 - Present
Northern Trust 2013 - 2014
Northern Trust Global Investments 2010 - 2013
Chase Capital Corporation 2007 - 2009
Chase Bank, NA 2005 - 2007
J.P. Morgan Securities Inc 1997 - 2005
First Chicago 1995 - 1997
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MM, Finance
Washington and Lee University 1991 — 1995
BA, Economics and Romance Languages
Kristen Steffens, CFA's Northern Trust Global Investments Experience August 2011 - November 2012
Job Investment Consultant at RVK, Inc.
Industry Financial Services
Experience
RVK, Inc. November 2012 - Present
Northern Trust Global Investments August 2011 - November 2012
BlackRock October 2006 - July 2010
Merrill Lynch Investment Managers August 2004 - October 2006
Skills
Hedge Funds, Fund Of Funds, Equities, Investments, Fundamental Analysis, Global Macro, Alternative Investments, Fixed Income, Institutional Investors, Equity Research, Bloomberg, ETFs, Asset Allocation, Investment Strategies, Asset Managment, Derivatives, Series 7
Education
London Business School 2010 — 2011
MiF, Masters in Finance
University of Dayton 2000 — 2004
BS, Finance, Management
RVK, Inc. November 2012 - Present
Northern Trust Global Investments August 2011 - November 2012
BlackRock October 2006 - July 2010
Merrill Lynch Investment Managers August 2004 - October 2006
Skills
Hedge Funds, Fund Of Funds, Equities, Investments, Fundamental Analysis, Global Macro, Alternative Investments, Fixed Income, Institutional Investors, Equity Research, Bloomberg, ETFs, Asset Allocation, Investment Strategies, Asset Managment, Derivatives, Series 7
Education
London Business School 2010 — 2011
MiF, Masters in Finance
University of Dayton 2000 — 2004
BS, Finance, Management
Jeff Benner's Northern Trust Global Investments Experience January 1987 - Present
Job Senior Vice President Northern Trust
Industry Banking
Experience
Northern Trust January 1987 - Present
Northern Trust Global Investments January 1987 - Present
Large Financial Services Company headquartered in Chicago 1987 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1994
MBA, Finance
Illinois State University 1982 — 1986
Bachelors of Science, Finance and Economics
Northern Trust January 1987 - Present
Northern Trust Global Investments January 1987 - Present
Large Financial Services Company headquartered in Chicago 1987 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1994
MBA, Finance
Illinois State University 1982 — 1986
Bachelors of Science, Finance and Economics
Terence Toth's Northern Trust Global Investments Experience June 1994 - June 2007
Job Partner at Promus Capital
Industry Financial Services
Experience
Promus Capital 2008 - Present
Northern Trust Global Investments June 1994 - June 2007
Bankers Trust 1986 - 1994
Education
Northwestern University - Kellogg School of Management 2006 — 2007
CEO Perpspectives Program
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA
University of Illinois at Urbana-Champaign 1978 — 1981
B.S., Finance
Promus Capital 2008 - Present
Northern Trust Global Investments June 1994 - June 2007
Bankers Trust 1986 - 1994
Education
Northwestern University - Kellogg School of Management 2006 — 2007
CEO Perpspectives Program
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA
University of Illinois at Urbana-Champaign 1978 — 1981
B.S., Finance
Keenan Christopher's Northern Trust Global Investments Experience June 2005 - Present
Job Sr. Securities Lending Trader at Northern Trust Global Investments
Industry Financial Services
Experience
Northern Trust Global Investments June 2005 - Present
Education
Quinlan School of Business, Loyola University Chicago 2002 — 2005
MBA, Finance
Indiana University Bloomington 1994 — 1998
BA, Economics
Northern Trust Global Investments June 2005 - Present
Education
Quinlan School of Business, Loyola University Chicago 2002 — 2005
MBA, Finance
Indiana University Bloomington 1994 — 1998
BA, Economics
Greg Jerzyk's Northern Trust Global Investments Experience September 1981 - December 1989
Job Investment Consulting
Industry Investment Management
Experience
UMB Bank April 2007 - February 2010
ABN AMRO/LaSalle Bank Wealth Management January 2003 - March 2007
Northern Trust September 1992 - June 2001
Wells Capital Management January 1990 - August 1992
Northern Trust Global Investments September 1981 - December 1989
Skills
Asset Allocation, Portfolio Management, Team Leadership, Client Service, Security Analysis, Investments, Fixed Income, Bonds, Asset Management, Investment Strategies, Equities, Wealth Management, Alternative Investments, Risk Management, Investment Advisory, Bloomberg, Compliance, Private Banking, Financial Markets, High Net Worth..., Mutual Funds, Institutional, Corporate Finance, Finance, Securities, Investment Management, Institutional..., Wealth Management..., Equity Research
Education
Northwestern University - Kellogg School of Management 1985 — 1989
MBA, Finance
Cornell College 1977 — 1981
BSS, Economics and Business
UMB Bank April 2007 - February 2010
ABN AMRO/LaSalle Bank Wealth Management January 2003 - March 2007
Northern Trust September 1992 - June 2001
Wells Capital Management January 1990 - August 1992
Northern Trust Global Investments September 1981 - December 1989
Skills
Asset Allocation, Portfolio Management, Team Leadership, Client Service, Security Analysis, Investments, Fixed Income, Bonds, Asset Management, Investment Strategies, Equities, Wealth Management, Alternative Investments, Risk Management, Investment Advisory, Bloomberg, Compliance, Private Banking, Financial Markets, High Net Worth..., Mutual Funds, Institutional, Corporate Finance, Finance, Securities, Investment Management, Institutional..., Wealth Management..., Equity Research
Education
Northwestern University - Kellogg School of Management 1985 — 1989
MBA, Finance
Cornell College 1977 — 1981
BSS, Economics and Business
Ryan Zrebski's Northern Trust Global Investments Experience July 2008 - August 2009
Job Trader at M&N Trading
Industry Capital Markets
Experience
M&N Trading June 2014 - Present
AlphaBit Trading July 2013 - April 2014
Breakwater Trading November 2010 - March 2013
William Blair and Company September 2009 - November 2010
Northern Trust Global Investments July 2008 - August 2009
Wachovia Securities June 2007 - August 2007
Raymond James May 2006 - May 2007
Skills
Bloomberg, Trading, Fixed Income, Derivatives, Equities
Education
Michigan State University 2004 — 2008
B.A., Economics
M&N Trading June 2014 - Present
AlphaBit Trading July 2013 - April 2014
Breakwater Trading November 2010 - March 2013
William Blair and Company September 2009 - November 2010
Northern Trust Global Investments July 2008 - August 2009
Wachovia Securities June 2007 - August 2007
Raymond James May 2006 - May 2007
Skills
Bloomberg, Trading, Fixed Income, Derivatives, Equities
Education
Michigan State University 2004 — 2008
B.A., Economics
Christopher Doell's Northern Trust Global Investments Experience September 1996 - Present
Job Head of Client RelationsGlobal Securities Lending at Northern Trust Global Investments
Industry Investment Management
Experience
Northern Trust Global Investments September 1996 - Present
Northern Trust 1996 - Present
Education
Northwestern University - Kellogg School of Management 2000 — 2003
MBA, Finance, Marketing, Management Strategy
Marquette University 1988 — 1992
BS, Finance, Accounting
Northern Trust Global Investments September 1996 - Present
Northern Trust 1996 - Present
Education
Northwestern University - Kellogg School of Management 2000 — 2003
MBA, Finance, Marketing, Management Strategy
Marquette University 1988 — 1992
BS, Finance, Accounting
Timothy Jackson, CFA's Northern Trust Global Investments Experience 1998 - 2001
Job Partner at Stormfield Capital Management
Industry Investment Management
Experience
Stormfield Capital Management March 2015 - Present
Western Connecticut State University March 2015 - Present
Gapstow Capital Partners March 2015 - July 2015
Gapstow Capital Partners April 2009 - March 2015
Barclays Global Investors February 2007 - March 2009
Rocaton Investment Advisors 2002 - 2007
Barra Rogers Casey 2001 - 2001
Northern Trust Global Investments 1998 - 2001
Skills
Hedge Funds, Asset Managment, Fund Of Funds, Asset Allocation, Alternative Investments, Private Equity, Family Office, Commodity, Portfolio Management, Equities, Investments, Asset Management, Investment Management, Capital Markets, Mutual Funds
Education
The University of Connecticut School of Business 1998 — 2001
MBA, Finance
Maine Maritime Academy 1993 — 1997
B.S.
Stormfield Capital Management March 2015 - Present
Western Connecticut State University March 2015 - Present
Gapstow Capital Partners March 2015 - July 2015
Gapstow Capital Partners April 2009 - March 2015
Barclays Global Investors February 2007 - March 2009
Rocaton Investment Advisors 2002 - 2007
Barra Rogers Casey 2001 - 2001
Northern Trust Global Investments 1998 - 2001
Skills
Hedge Funds, Asset Managment, Fund Of Funds, Asset Allocation, Alternative Investments, Private Equity, Family Office, Commodity, Portfolio Management, Equities, Investments, Asset Management, Investment Management, Capital Markets, Mutual Funds
Education
The University of Connecticut School of Business 1998 — 2001
MBA, Finance
Maine Maritime Academy 1993 — 1997
B.S.
Curtis Nass's Northern Trust Global Investments Experience April 2005 - Present
Job Vice President / Senior Equity Trader at Northern Trust Global Investments
Industry Investment Management
Experience
Northern Trust Global Investments April 2005 - Present
Skills
Equities
Education
DePaul University
Bachelors of Science, Finance
Northern Trust Global Investments April 2005 - Present
Skills
Equities
Education
DePaul University
Bachelors of Science, Finance
Debbie Bakazan's Northern Trust Global Investments Experience June 1987 - June 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
Diane Damskey's Northern Trust Global Investments Experience June 1999 - May 2006
Job Investment Specialist JPMorgan
Industry Financial Services
Experience
JP Morgan August 2009 - Present
UBS Wealth Management May 2006 - July 2009
Northern Trust Global Investments June 1999 - May 2006
Credit Suisse Asset Management/BEA Associates February 1997 - April 1999
First Chicago June 1990 - January 1996
Lehman Brothers 1988 - 1990
Manufacturers Hanover Trust May 1981 - July 1986
Skills
Portfolio Management, Investments
Education
Harvard University, John F. Kennedy School of Government 1986 — 1988
MPA, International Finance and Economics
Georgetown University 1975 — 1979
BSFS, Russian Area Studies
Southfield-Lathrup High School
JP Morgan August 2009 - Present
UBS Wealth Management May 2006 - July 2009
Northern Trust Global Investments June 1999 - May 2006
Credit Suisse Asset Management/BEA Associates February 1997 - April 1999
First Chicago June 1990 - January 1996
Lehman Brothers 1988 - 1990
Manufacturers Hanover Trust May 1981 - July 1986
Skills
Portfolio Management, Investments
Education
Harvard University, John F. Kennedy School of Government 1986 — 1988
MPA, International Finance and Economics
Georgetown University 1975 — 1979
BSFS, Russian Area Studies
Southfield-Lathrup High School
William Dennehy II, CFA's Northern Trust Global Investments Experience 2001 - March 2011
Job Sr. Fixed Income Portfolio Manager at Chandler Asset Management
Industry Investment Management
Experience
Chandler Asset Management March 2011 - Present
Northern Trust Global Investments 2001 - March 2011
Amercan Express Financial Advisors 2000 - 2001
UBS Investment Bank 1995 - 1998
Kidder Peabody 1992 - 1995
Skills
Fixed Income, Portfolio Management, Trading, Investment Advisory, Investments
Education
California State University-Chico 1988 — 1992
BS, Business / Finance
Chandler Asset Management March 2011 - Present
Northern Trust Global Investments 2001 - March 2011
Amercan Express Financial Advisors 2000 - 2001
UBS Investment Bank 1995 - 1998
Kidder Peabody 1992 - 1995
Skills
Fixed Income, Portfolio Management, Trading, Investment Advisory, Investments
Education
California State University-Chico 1988 — 1992
BS, Business / Finance
STEVE FARMER's Northern Trust Global Investments Experience 2003 - 2006
Job Compliance Alternative Investments
Industry Investment Management
Experience
Northern Trust Asset Management February 2015 - Present
Board of Directors - National Society of Compliance Professionals December 2011 - Present
Mesirow Financial 2006 - February 2015
Northern Trust Global Investments 2003 - 2006
Northern Trust 1999 - 2003
Chicago Board of Trade 1996 - 1999
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Masters, Finance
Northern Illinois University
Bachelors, Finance
Northern Trust Asset Management February 2015 - Present
Board of Directors - National Society of Compliance Professionals December 2011 - Present
Mesirow Financial 2006 - February 2015
Northern Trust Global Investments 2003 - 2006
Northern Trust 1999 - 2003
Chicago Board of Trade 1996 - 1999
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Masters, Finance
Northern Illinois University
Bachelors, Finance
Gil Ruiz's Northern Trust Global Investments Experience March 2009 - June 2009
Job Business Analyst
Industry Financial Services
Experience
Hexaware Technologies July 2015 - Present
BMO Financial Group September 2014 - July 2015
Northern Trust Corporation September 2013 - February 2014
Wells Capital Management April 2013 - September 2013
Hexaware Technologies - Allstate Investments (project) February 2012 - February 2013
Harvest Investments Inc October 2011 - February 2012
JPMorgan Chase July 2011 - September 2011
BMO Capital Markets GKST, Inc November 2010 - May 2011
UBS Global Asset Management April 2010 - October 2010
Northern Trust Global Investments March 2009 - June 2009
Skills
Fixed Income, Bloomberg, Derivatives, Equities, Bonds, Asset Management, Business Analysis, Securities, Quality Center, System Testing, Test Cases, Security APL, SDLC, Trading Systems, Portfolio Management, Options, Business Requirements, Financial Services, Investments
Education
DePaul University
Finance
Hexaware Technologies July 2015 - Present
BMO Financial Group September 2014 - July 2015
Northern Trust Corporation September 2013 - February 2014
Wells Capital Management April 2013 - September 2013
Hexaware Technologies - Allstate Investments (project) February 2012 - February 2013
Harvest Investments Inc October 2011 - February 2012
JPMorgan Chase July 2011 - September 2011
BMO Capital Markets GKST, Inc November 2010 - May 2011
UBS Global Asset Management April 2010 - October 2010
Northern Trust Global Investments March 2009 - June 2009
Skills
Fixed Income, Bloomberg, Derivatives, Equities, Bonds, Asset Management, Business Analysis, Securities, Quality Center, System Testing, Test Cases, Security APL, SDLC, Trading Systems, Portfolio Management, Options, Business Requirements, Financial Services, Investments
Education
DePaul University
Finance
Andrew Yue's Northern Trust Global Investments Experience July 2007 - Present
Job Vice President at Northern Trust Global Investments
Industry Computer Software
Experience
Northern Trust Global Investments July 2007 - Present
Northern Trust September 2006 - July 2007
JPMorgan Chase September 1989 - July 2006
Northrop Grumman June 1983 - September 1989
Skills
Databases, Testing, C, Trading Systems, Fixed Income, Equities, Asset Management, SDLC, Derivatives, Fortran, Business Analysis, Visual C#, Unix Shell Scripting, Oracle SQL Developer, Portfolio Management, Trading, Unix, SQL, Analysis
Education
The Polytechnic Institute of New York University 1983 — 1988
M.S., Computer Science
Lehigh University 1979 — 1983
B.S., Computer Engineering
Northern Trust Global Investments July 2007 - Present
Northern Trust September 2006 - July 2007
JPMorgan Chase September 1989 - July 2006
Northrop Grumman June 1983 - September 1989
Skills
Databases, Testing, C, Trading Systems, Fixed Income, Equities, Asset Management, SDLC, Derivatives, Fortran, Business Analysis, Visual C#, Unix Shell Scripting, Oracle SQL Developer, Portfolio Management, Trading, Unix, SQL, Analysis
Education
The Polytechnic Institute of New York University 1983 — 1988
M.S., Computer Science
Lehigh University 1979 — 1983
B.S., Computer Engineering
Darius Dadabhoy's Northern Trust Global Investments Experience 2000 - 2005
Job Sales/Account Management at Bloomberg
Industry Financial Services
Experience
Bloomberg 2012 - Present
Interactive Data 2005 - 2012
Northern Trust Global Investments 2000 - 2005
Credit Suisse First Boston 1997 - 1998
Skills
Fixed Income, Equities, Account Management, Software, Bloomberg, Portfolio Management, Asset Managment, Bonds, Financial Modeling, Asset Allocation, Alternative Investments, Capital Markets, Asset Management
Education
UCLA Anderson School of Management 2006 — 2010
MBA, Organizational Behavior
The University of Chicago Booth School of Business 2004 — 2005
MBA, Finance
Northwestern University 1992 — 1997
BS, Industrial Engineering
Bloomberg 2012 - Present
Interactive Data 2005 - 2012
Northern Trust Global Investments 2000 - 2005
Credit Suisse First Boston 1997 - 1998
Skills
Fixed Income, Equities, Account Management, Software, Bloomberg, Portfolio Management, Asset Managment, Bonds, Financial Modeling, Asset Allocation, Alternative Investments, Capital Markets, Asset Management
Education
UCLA Anderson School of Management 2006 — 2010
MBA, Organizational Behavior
The University of Chicago Booth School of Business 2004 — 2005
MBA, Finance
Northwestern University 1992 — 1997
BS, Industrial Engineering
Andrew Hadland CFA's Northern Trust Global Investments Experience 2001 - 2002
Job Managing Director at Fiduciary Management Associates
Industry Investment Management
Experience
Fiduciary Management Associates February 2002 - Present
Northern Trust Global Investments 2001 - 2002
Conseco Capital Mgt. June 1998 - November 2000
Skills
Valuation, Financial Modeling, Financial Analysis, Equities, Equity Research, Asset Managment, Investments, Bloomberg Terminal, Capital Markets
Education
Indiana University - Kelley School of Business 1996 — 1998
MBA, Finance
Miami University 1989 — 1993
Bachelor's degree, Finance
Fiduciary Management Associates February 2002 - Present
Northern Trust Global Investments 2001 - 2002
Conseco Capital Mgt. June 1998 - November 2000
Skills
Valuation, Financial Modeling, Financial Analysis, Equities, Equity Research, Asset Managment, Investments, Bloomberg Terminal, Capital Markets
Education
Indiana University - Kelley School of Business 1996 — 1998
MBA, Finance
Miami University 1989 — 1993
Bachelor's degree, Finance
Niki Werner's Northern Trust Global Investments Experience July 1993 - July 1996
Job Appellate Court Law Clerk at State of Illinois
Industry Law Practice
Experience
State of Illinois December 2001 - Present
Katten Muchin Rosenman LLP September 1999 - December 2001
Northern Trust Global Investments July 1993 - July 1996
Northern Trust April 1991 - June 1993
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1996 — 1999
J.D., Law
The University of Chicago 1984 — 1988
B.A., Economics
State of Illinois December 2001 - Present
Katten Muchin Rosenman LLP September 1999 - December 2001
Northern Trust Global Investments July 1993 - July 1996
Northern Trust April 1991 - June 1993
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1996 — 1999
J.D., Law
The University of Chicago 1984 — 1988
B.A., Economics
Carl Beckman's Northern Trust Global Investments Experience January 1998 - December 2009
Job Senior Vice President Director of Strategic Development
Industry Financial Services
Experience
Northern Trust Asset Management December 2009 - Present
Northern Trust Global Investments January 1998 - December 2009
Northern Trust October 1985 - December 1997
Skills
Asset Managment, Strategic Planning, Market Research, M&A experience, Finance, International Auditing, Business Analysis, Corporate Finance, Mutual Funds, Business Strategy, Financial Modeling, Mergers, Mergers & Acquisitions, Valuation, Auditing, Financial Analysis, Analysis, Asset Management
Education
Loyola University of Chicago - Graduate School of Business 1985 — 1989
MBA, Finance
Loyola University of Chicago 1981 — 1984
Bachelor of Business Administration (BBA), Finance, Cum Laude
Northern Trust Asset Management December 2009 - Present
Northern Trust Global Investments January 1998 - December 2009
Northern Trust October 1985 - December 1997
Skills
Asset Managment, Strategic Planning, Market Research, M&A experience, Finance, International Auditing, Business Analysis, Corporate Finance, Mutual Funds, Business Strategy, Financial Modeling, Mergers, Mergers & Acquisitions, Valuation, Auditing, Financial Analysis, Analysis, Asset Management
Education
Loyola University of Chicago - Graduate School of Business 1985 — 1989
MBA, Finance
Loyola University of Chicago 1981 — 1984
Bachelor of Business Administration (BBA), Finance, Cum Laude
Kevin Tan's Northern Trust Global Investments Experience September 1992 - August 2013
Job Dad
Industry Investment Management
Experience
Retired and enjoying time with family April 2015 - Present
Johnson Bank June 2014 - April 2015
Northern Trust Global Investments September 1992 - August 2013
Bankers Trust June 1987 - September 1992
Skills
Portfolio Management, Asset Allocation, Asset Managment, Equities, Alternative Investments, Investments, Fixed Income, Hedge Funds, Investment Strategies, Wealth Management, Capital Markets, Derivatives, Fund Of Funds, Investment Management, Securities, Mutual Funds, Asset Management, Financial Services
Education
University of Chicago Graduate School of Business 1985 — 1987
Master of Business Administration (MBA), Accounting and Finance
Claremont McKenna College 1982 — 1985
BA, Economics and Mathematics
Retired and enjoying time with family April 2015 - Present
Johnson Bank June 2014 - April 2015
Northern Trust Global Investments September 1992 - August 2013
Bankers Trust June 1987 - September 1992
Skills
Portfolio Management, Asset Allocation, Asset Managment, Equities, Alternative Investments, Investments, Fixed Income, Hedge Funds, Investment Strategies, Wealth Management, Capital Markets, Derivatives, Fund Of Funds, Investment Management, Securities, Mutual Funds, Asset Management, Financial Services
Education
University of Chicago Graduate School of Business 1985 — 1987
Master of Business Administration (MBA), Accounting and Finance
Claremont McKenna College 1982 — 1985
BA, Economics and Mathematics
Nate White's Northern Trust Global Investments Experience June 2010 - August 2010
Job Interest Rate Sales at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2015 - Present
Credit Suisse July 2012 - December 2014
Credit Suisse June 2011 - August 2011
Northern Trust Global Investments June 2010 - August 2010
Northern Trust May 2009 - August 2009
Tunnelbrook Capital January 2009 - May 2009
Education
Georgetown University - The McDonough School of Business 2010 — 2012
BSBA, Finance, International Business
Universidad Pontificia Comillas 2009 — 2010
ICADE - Faculty of Economic and Business Sciences
University of Miami - School of Business 2008 — 2009
Finance
American International School of Budapest 2006 — 2008
Credit Suisse January 2015 - Present
Credit Suisse July 2012 - December 2014
Credit Suisse June 2011 - August 2011
Northern Trust Global Investments June 2010 - August 2010
Northern Trust May 2009 - August 2009
Tunnelbrook Capital January 2009 - May 2009
Education
Georgetown University - The McDonough School of Business 2010 — 2012
BSBA, Finance, International Business
Universidad Pontificia Comillas 2009 — 2010
ICADE - Faculty of Economic and Business Sciences
University of Miami - School of Business 2008 — 2009
Finance
American International School of Budapest 2006 — 2008
Donna Kobus-Mandel's Northern Trust Global Investments Experience October 2011 - October 2012
Job Relationship Manager
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Northern Trust Asset Management September 2012 - December 2014
Northern Trust Global Investments October 2011 - October 2012
Wells Fargo Advisors June 2011 - September 2011
College of Lake County 2010 - 2011
MorganStanley SmithBarney 2008 - 2009
Wachovia Securities. LLC 2007 - 2008
Merrill Lynch 2006 - 2007
Skills
Investments, Client Services, Equities, Asset Management, Series 63, Series 7, ETFs, Mutual Funds, Portfolio Management, Fixed Income, Securities, Financial Services, Management
Education
College of Lake County
Paralegal Studies Program
Illinois State University
Bachelor of Science (BS)
Fidelity Investments June 2015 - Present
Northern Trust Asset Management September 2012 - December 2014
Northern Trust Global Investments October 2011 - October 2012
Wells Fargo Advisors June 2011 - September 2011
College of Lake County 2010 - 2011
MorganStanley SmithBarney 2008 - 2009
Wachovia Securities. LLC 2007 - 2008
Merrill Lynch 2006 - 2007
Skills
Investments, Client Services, Equities, Asset Management, Series 63, Series 7, ETFs, Mutual Funds, Portfolio Management, Fixed Income, Securities, Financial Services, Management
Education
College of Lake County
Paralegal Studies Program
Illinois State University
Bachelor of Science (BS)
Satish Kadimisetty's Northern Trust Global Investments Experience 2008 - 2009
Job Sr. Application Engineer at Sarah Cannon Research Institute
Industry Information Technology and Services
Experience
Sarah Cannon Research Institute September 2015 - Present
American HealthTech June 2014 - August 2015
OHL September 2013 - June 2014
HCA 2011 - September 2013
Societe Generale 2010 - 2011
EQT Corporation 2009 - 2010
Northern Trust Global Investments 2008 - 2009
Medarex (formerly Bristol-Myers Squibb now) 2006 - 2008
Perot Systems 2004 - 2006
Skills
Web Services, SDLC, Agile Methodologies, XML, SQL, Microsoft SQL Server, SOA, Java, Requirements Analysis, .NET, PL/SQL, C#, Oracle, ASP.NET, Software Project..., Testing, Software Development, WCF, IIS, SSIS, SSRS, VB.NET, Visual Studio, TFS, Data Warehousing, ASP.NET MVC
Education
Andhra University 2001 — 2003
M.Sc, Information Systems
Sarah Cannon Research Institute September 2015 - Present
American HealthTech June 2014 - August 2015
OHL September 2013 - June 2014
HCA 2011 - September 2013
Societe Generale 2010 - 2011
EQT Corporation 2009 - 2010
Northern Trust Global Investments 2008 - 2009
Medarex (formerly Bristol-Myers Squibb now) 2006 - 2008
Perot Systems 2004 - 2006
Skills
Web Services, SDLC, Agile Methodologies, XML, SQL, Microsoft SQL Server, SOA, Java, Requirements Analysis, .NET, PL/SQL, C#, Oracle, ASP.NET, Software Project..., Testing, Software Development, WCF, IIS, SSIS, SSRS, VB.NET, Visual Studio, TFS, Data Warehousing, ASP.NET MVC
Education
Andhra University 2001 — 2003
M.Sc, Information Systems
Robert Dow's Northern Trust Global Investments Experience 1999 - 2005
Job Executive Director, Institutional Consulting at Graystone Consulting
Industry Financial Services
Experience
Graystone Consulting March 2012 - Present
Northern Trust December 1987 - March 2012
Northern Trust 2005 - 2008
Northern Trust Global Investments 1999 - 2005
Skills
Hedge Funds, Asset Management, Investments, Alternative Investments, Banking, Financial Advisory, Asset Allocation, Risk Management, Wealth Management, Management, Fixed Income, 401k, Equities, Portfolio Management, Valuation, Financial Services, Securities, Capital Markets, Asset Managment, Corporate Finance, Strategic Planning, Finance
Education
Lake Forest Graduate School of Management 1993 — 1995
MBA, Business Management
Illinois State University 1983 — 1987
BS, Finance and Economics
Graystone Consulting March 2012 - Present
Northern Trust December 1987 - March 2012
Northern Trust 2005 - 2008
Northern Trust Global Investments 1999 - 2005
Skills
Hedge Funds, Asset Management, Investments, Alternative Investments, Banking, Financial Advisory, Asset Allocation, Risk Management, Wealth Management, Management, Fixed Income, 401k, Equities, Portfolio Management, Valuation, Financial Services, Securities, Capital Markets, Asset Managment, Corporate Finance, Strategic Planning, Finance
Education
Lake Forest Graduate School of Management 1993 — 1995
MBA, Business Management
Illinois State University 1983 — 1987
BS, Finance and Economics
Julia Barrera's Northern Trust Global Investments Experience 2011 - October 2012
Job Senior Manager
Industry Investment Management
Experience
Ariel Investments November 2014 - Present
Ullico, Inc. October 2012 - November 2014
Northern Trust Global Investments 2011 - October 2012
Northern Trust Global Investments 2008 - 2010
Northern Trust 2007 - 2008
Northern Trust 2006 - 2007
Northern Trust 2002 - 2006
Northern Trust 1999 - 2002
Northern Trust 1998 - 1999
Skills
Mutual Funds, Investments, Wealth Management, Operations Management, Investment Strategies, Series 7, Securities, Alternative Investments, Management, Portfolio Management, CRM, Fixed Income, Problem Solving, New Business Development, Spanish, Process Simulation, Process Improvement, Investment Management, Hedge Funds, Account Management, Project Management, Process Development, Complex Problem..., Fluent Spanish Speaker
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2011
Masters, Business Administration
DePaul University
Bachelor's, Business Management
Ariel Investments November 2014 - Present
Ullico, Inc. October 2012 - November 2014
Northern Trust Global Investments 2011 - October 2012
Northern Trust Global Investments 2008 - 2010
Northern Trust 2007 - 2008
Northern Trust 2006 - 2007
Northern Trust 2002 - 2006
Northern Trust 1999 - 2002
Northern Trust 1998 - 1999
Skills
Mutual Funds, Investments, Wealth Management, Operations Management, Investment Strategies, Series 7, Securities, Alternative Investments, Management, Portfolio Management, CRM, Fixed Income, Problem Solving, New Business Development, Spanish, Process Simulation, Process Improvement, Investment Management, Hedge Funds, Account Management, Project Management, Process Development, Complex Problem..., Fluent Spanish Speaker
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2011
Masters, Business Administration
DePaul University
Bachelor's, Business Management
Sean Finegan, CFA's Northern Trust Global Investments Experience October 2007 - May 2012
Job Senior Equities Trader, Northern Trust Global Investments
Industry Investment Management
Experience
Northern Trust Asset Management September 2013 - Present
Geode Capital Management May 2012 - July 2013
Northern Trust Global Investments October 2007 - May 2012
Bridgewater Associates August 2004 - June 2007
FH Partners, LLC October 2002 - August 2004
Gamma Capital Management, LLC June 1999 - October 2002
Skills
Hedge Funds, Equities, Equity Trading, Futures, Foreign Exchange, Investment Management, Program Trading, Trading, Asset Management
Education
Boston College 1995 — 1999
B.A., Economics
Northern Trust Asset Management September 2013 - Present
Geode Capital Management May 2012 - July 2013
Northern Trust Global Investments October 2007 - May 2012
Bridgewater Associates August 2004 - June 2007
FH Partners, LLC October 2002 - August 2004
Gamma Capital Management, LLC June 1999 - October 2002
Skills
Hedge Funds, Equities, Equity Trading, Futures, Foreign Exchange, Investment Management, Program Trading, Trading, Asset Management
Education
Boston College 1995 — 1999
B.A., Economics
Ira Wheaton Jr.'s Northern Trust Global Investments Experience May 2009 - August 2009
Job
Industry
Experience
Florida State University August 2011 - Present
NASA Johnson Space Center May 2011 - August 2011
NASA Johnson Space Center June 2010 - August 2010
Northern Trust Global Investments May 2009 - August 2009
Kelly Services June 2008 - August 2008
Education
Florida State University 2013 — 2016
Doctor of Philosophy (Ph.D.), Industrial Engineering
Florida State University 2011 — 2013
Master's Degree, Financial Mathematics
Florida Agricultural and Mechanical University 2007 — 2011
B.S., Mathematical Sciences
Florida State University August 2011 - Present
NASA Johnson Space Center May 2011 - August 2011
NASA Johnson Space Center June 2010 - August 2010
Northern Trust Global Investments May 2009 - August 2009
Kelly Services June 2008 - August 2008
Education
Florida State University 2013 — 2016
Doctor of Philosophy (Ph.D.), Industrial Engineering
Florida State University 2011 — 2013
Master's Degree, Financial Mathematics
Florida Agricultural and Mechanical University 2007 — 2011
B.S., Mathematical Sciences
Jennifer Reza's Northern Trust Global Investments Experience September 2007 - Present
Job Investment Associate at Northern Trust Global Investments
Industry Investment Management
Experience
Northern Trust Global Investments September 2007 - Present
Northern Trust Global Investments July 2000 - September 2007
Skills
Fixed Income, Equities, Asset Management
Education
DePaul University 2008 — 2014
Bachelor's degree, Finance, General
Fox College Inc 1999 — 2000
Associate's degree, Business Administration
Northern Trust Global Investments September 2007 - Present
Northern Trust Global Investments July 2000 - September 2007
Skills
Fixed Income, Equities, Asset Management
Education
DePaul University 2008 — 2014
Bachelor's degree, Finance, General
Fox College Inc 1999 — 2000
Associate's degree, Business Administration
Dominick Franzese's Northern Trust Global Investments Experience August 2003 - October 2007
Job Staff Analyst at NYCT
Industry Financial Services
Experience
NYCT December 2012 - Present
Brookfield Investment Management, Inc November 2007 - May 2012
Northern Trust Global Investments August 2003 - October 2007
Deutsche Bank Group April 2000 - July 2003
Skills
Bloomberg, Eagle, Smartstream, PAM, Fixed Income, Equities, Derivatives, Account Reconciliation, Portfolio Management, Securities, Mutual Funds, Accounting, Fund Accounting, Trading, Analysis, Corporate Actions, Investment Management, Data Analysis, Microsoft Excel, Emerging Markets, FX Options, Middle Office, Hedge Funds, Asset Management
Education
Baruch College 1988 — 1993
Bachelor of Business Administration (B.B.A.), Human Resources Management
NYCT December 2012 - Present
Brookfield Investment Management, Inc November 2007 - May 2012
Northern Trust Global Investments August 2003 - October 2007
Deutsche Bank Group April 2000 - July 2003
Skills
Bloomberg, Eagle, Smartstream, PAM, Fixed Income, Equities, Derivatives, Account Reconciliation, Portfolio Management, Securities, Mutual Funds, Accounting, Fund Accounting, Trading, Analysis, Corporate Actions, Investment Management, Data Analysis, Microsoft Excel, Emerging Markets, FX Options, Middle Office, Hedge Funds, Asset Management
Education
Baruch College 1988 — 1993
Bachelor of Business Administration (B.B.A.), Human Resources Management
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY