Northern Trust Hedge Fund Services
Industry: Company
DescriptionFounded: 2007 Parent organization: NORTHERN TRUST CO
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Northern Trust Hedge Fund Services Employees
CNA Insurance September 2014 - Present
CFA Society Chicago 2014 - 2015
CFA Society Chicago 2014 - 2015
CNA Insurance November 2012 - September 2014
Northern Trust Hedge Fund Services August 2011 - October 2012
Omnium LLC January 2011 - August 2011
JP Morgan Chase January 2008 - December 2010
Accenture June 2005 - December 2007
Skills
Valuation, Equities, Capital Markets, Derivatives, Hedge Funds, Futures, Forwards, Options, Investments, Fixed Income, Analysis, Financial Analysis
Education
University of Notre Dame - Mendoza College of Business 2002 — 2005
B.A., Finance
Benet Academy
Northern Trust Hedge Fund Services January 2014 - Present
Northern Trust Hedge Fund Services July 2011 - January 2014
Citadel Investment Group July 2010 - July 2011
Citadel Investment Group July 2008 - July 2010
Citadel Investment Group June 2007 - August 2007
DT Trading June 2006 - August 2006
Skills
Portfolio Management, Financial Risk, Hedge Funds, Credit Derivatives, FX Derivatives, Interest Rate..., Investment Valuation, Market Risk, Bloomberg, Fixed Income, Python, VBA, Equities
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelors, Finance
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelors, Economics
Northern Trust Wealth Management April 2015 - Present
Northern Trust Hedge Fund Services August 2011 - April 2015
Citadel Investment Group July 2008 - July 2011
Ernst & Young January 2006 - July 2008
Zurich North America May 2003 - July 2004
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration (MBA), Finance, Economics, Analytical Finance and Entrepreneurship
Northern Illinois University - College of Business 2005 — 2005
Master of Accounting Science, Accounting
Truman State University 2000 — 2004
Bachelor of Science (B.S.), Accounting
West Chicago
West Chicago
Northern Trust Hedge Fund Services November 2013 - Present
Northern Trust May 2013 - November 2013
Northern Trust Company November 2011 - May 2013
Northern Trust July 2007 - November 2011
Northern Trust July 2005 - July 2007
Northern Trust March 2001 - July 2005
ABN AMRO Bank N.V. August 1999 - March 2001
LaSalle National Bank May 1997 - August 1999
Skills
Alternative Investments, Asset Management, Investments, Securities, Client Service Oriented, Portfolio Management, Financial Services, Project Management, Outsourcing, Fixed Income, Leadership, Mutual Funds, Investment Management, Middle Office, Hedge Funds, Wealth Management, Banking, Bloomberg, Asset Allocation, Client Services
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Science (BS), Finance, General
Northern Trust Hedge Fund Services August 2012 - Present
PricewaterhouseCoopers August 2010 - August 2012
BKD, LLP August 2007 - April 2010
REPUBLIC BANK & TRUST May 2006 - August 2006
Skills
Microsoft Office, Accounting, Auditing, Capital Markets, CPA
Education
University of Kentucky 2006 — 2007
Master's of Science, Accounting
University of Kentucky 2002 — 2006
Bacherlor's of Science, Accounting
St. Xavier High School 1998 — 2002
Northern Trust Hedge Fund Services January 2013 - Present
JPMorgan Chase & Co. April 2012 - January 2013
James Hardie Building Products August 2011 - April 2012
Patpatia & Associates October 2010 - April 2011
Citco Hedge Fund Services February 2010 - May 2010
Skills
Hedge Funds, Asset Management, Alternative Investments, Treasury Management, Financial Modeling
Education
Investment Banking Institute 2010 — 2010
Santa Clara University - Leavey School of Business 2005 — 2009
Bachelor of Science and Commerce, Finance & Minor, International Business
SRVHS
SRVHS
san ramon valley
san ramon valley
san ramon valley
san ramon valley
san ramon valley
Hilco Valuation Services, LLC January 2015 - Present
Northern Trust Corporation July 2013 - January 2015
College of Business, University of Illinois January 2013 - May 2013
Northern Trust Hedge Fund Services June 2012 - August 2012
Mariner Finance, LLC May 2011 - August 2011
The Crab Bag May 2010 - August 2010
The Suburban Country Club May 2009 - August 2009
Clear Channel Radio, Baltimore, Maryland May 2009 - June 2009
Skills
Customer Service, Microsoft Office, Social Media, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Management, Event Planning, Financial Analysis, Data Analysis, Finance
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Arcadia University, Rome, Italy 2012 — 2012
Northern Trust Hedge Fund Services May 2015 - Present
Northern Trust Corporation February 2014 - Present
Northern Trust July 2012 - May 2015
Northern Trust February 2011 - July 2012
Assurance Home Finance 2004 - 2005
Skills
Credit, Funding, Financial Analysis, Equities, Securities, Mutual Funds, Investments, Portfolio Management, Loans, Banking, Microsoft Excel, Asset Managment, Credit Analysis, Microsoft Office, Commercial Lending, DTC, Risk Management, Mortgage Lending, Fundmaster, Bloomberg Terminal, Fixed Income, Hedge Funds, Global Custody, Bloomberg
Education
Grand Valley State University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Northern Trust Hedge Fund Services August 2011 - Present
Citadel LLC March 2002 - August 2011
Northern Trust June 1995 - June 2000
Skills
Securities Operations, Securities Lending, Corporate Actions, Project Management, Operations Management, Cross-functional Team..., Organizational..., Process Engineering, Human Factors..., Securities
Education
Northwestern University 1985 — 1989
Bachelor of Science (BS), Electrical Engineering and Computer Science
Makosi Consulting April 2015 - Present
Northern Trust Hedge Fund Services November 2014 - June 2015
EY July 2014 - October 2014
EY October 2012 - June 2014
Ernst & Young June 2011 - August 2011
Skills
Mortgage Servicing, Compliance, Third Party Vendor..., Operational Risk..., Microsoft Excel, Microsoft Office, Data Analysis, PowerPoint, Financial Analysis, Analysis, Management, Public Speaking, Finance, Financial Modeling
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
Northern Trust Hedge Fund Services October 2013 - Present
PricewaterhouseCoopers LLP December 2012 - October 2013
Deloitte & Touche LLP September 2010 - December 2012
Skills
Private Equity, Internal Controls, Investments, Trusts, Tax Advisory, Real Estate, Hedge Funds, High Net Worth..., Financial Reporting, Derivatives, Alternative Investments, Fund Of Funds, Fixed Income, Portfolio Management
Education
Illinois Wesleyan University 2006 — 2010
Bachelors of Science, Accounting, Magna Cum Laude
Northern Trust Hedge Fund Services March 2014 - Present
Jackson National Asset Management, LLC February 2012 - March 2014
US Army April 2008 - September 2011
Self Employed January 2002 - April 2008
Skills
Financial Accounting, Problem Solving, Critical Thinking, Leadership, Finance, Analysis, Time Management, Teamwork, Accounting, Microsoft Excel, Outlook
Education
Excelsior College 2009 — 2011
Bachelor's degree, Accounting
Arizona State University 2004 — 2007
Associate of Arts (A.A.), Accounting and Finance
Northern Trust - Hedge Fund Services August 2015 - Present
Northern Trust - Hedge Fund Services July 2013 - August 2015
TradeForecaster May 2012 - August 2012
MidAmerica Securities September 2011 - December 2011
Private Wealth Management Company May 2011 - August 2011
Skills
Markit WSO Products, Financial Analysis, Trading Systems, Mutual Funds, Wealth Management, Options, Trading, Derivatives
Education
University of Iowa 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Northern Trust Hedge Fund Services August 2011 - Present
Omnium LLC January 2010 - August 2011
Omnium LLC November 2007 - January 2010
Citadel Investment Group 2004 - 2007
CNA Insurance 2001 - 2004
Skills
Securities, Asset Managment, Fixed Income, Hedge Funds, Trading, Alternative Investments, Equities, Asset Management, Bloomberg, Relationship Management, Derivatives
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2001
MBA, Finance
Loyola University Chicago 1988 — 1993
BBA, Public Accounting
Fenwick High School 1984 — 1988
Northern Trust Hedge Fund Services July 2014 - Present
Northern Trust Hedge Fund Services June 2013 - July 2014
Northern Trust Hedge Fund Services May 2012 - June 2013
Skills
Structured Products, Financial Reporting, Financial Analysis, Accounting, Finance
Education
SUNY Brockport 2011 — 2012
Masters of Science, Forensic Accounting
University of Dayton 2007 — 2011
Bachelors of Science in Business Administration, Accounting and Finance
Northern Trust Hedge Fund Services June 2012 - Present
Ernst & Young September 2010 - July 2012
Education
Stephen M. Ross School of Business
BBA, Finance
University of Michigan
Northern Trust Hedge Fund Services March 2014 - Present
Financial Consortium International August 2013 - October 2013
Abercrombie & Fitch September 2011 - January 2013
University of Illinois Dining Services January 2010 - September 2011
Capri Ristorante Italiano June 2011 - August 2011
Skills
Excel, PowerPoint, Word, Microsoft Office, Economics, Teamwork, Stata, Data Entry, Customer Service, Data Analysis, Spanish, Statistics, International Economics, Bloomberg Software, Morningstar Direct, Capital IQ
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelors, Economics
Northern Trust Hedge Fund Services April 2012 - Present
Wintrust Financial Corporation May 2011 - April 2012
State Farm Bank May 2010 - August 2010
Fundación del Banco de la Provincia de Buenos Aires April 2009 - June 2009
State Farm Insurance- Agent Jon Fernandez May 2008 - August 2008
Skills
Investments, Banking, CRM, Commercial Lending, Credit Analysis, Accounting, Leadership, Time Management, Management, Financial Analysis
Education
Illinois Wesleyan University 2007 — 2011
Bachelor of Arts (B.A.), Business Administration concentration in Finance, Hispanic Studies (Double Major)
Northern Trust Hedge Fund Services September 2012 - Present
Advanced Equities July 2011 - September 2012
Advanced Equities, Inc. May 2010 - July 2011
Deloitte & Touche LLP August 2009 - May 2010
Deloitte & Touche LLP August 2008 - August 2009
Deloitte & Touche LLP September 2007 - August 2008
Deloitte & Touche LLP June 2006 - August 2006
Skills
Financial Reporting, SEC filings, Accounting, Due Diligence
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
BS, Accountancy
Citadel LLC May 2014 - Present
Northern Trust Hedge Fund Services May 2012 - May 2014
Endeavor Trading, LLC August 2011 - November 2011
UBS November 2010 - August 2011
UBS Wealth Management September 2010 - January 2011
Skills
Finance, Financial Modeling, Investments, FX Options, Trading, Bloomberg, Hedge Funds, Mutual Funds, Cash Management, Fixed Income, Derivatives, Equities
Education
DePaul University 2007 — 2011
B.A., Finance, Economics
St. Joseph's High School 2003 — 2007
Northern Trust Hedge Fund Services 2013 - Present
Lombard Odier 2010 - 2012
Julius Baer 2007 - 2010
Raiffeisen Switzerland 2005 - 2006
Raiffeisenbank Sirnach 2002 - 2005
Skills
Settlements, Global Custody, Corporate Actions, Banking Operations, Retail Banking, Client Services, Account Management, Hedge Funds, Pension Funds, Fund Administration, Financial Reporting, SWIFT messaging, Euroclear, PowerPoint, Microsoft Excel, Microsoft Word, Management, Settlement, Financial Services, Investments, Securities, Back Office, Middle Office
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (MBA)
Zurich University of Applied Sciences 2008 — 2012
B.S. in Business Administration, Banking & Finance, GPA Grade: 3.4
Berufsbildungszentrum Wil 2002 — 2005
Swiss Banking Diploma, Professional Maturity of Commercial Type, 5.2 of 6
Northern Trust Hedge Fund Services December 2014 - Present
Northern Trust Hedge Fund Services August 2011 - Present
Omnium LLC 2008 - August 2011
Citadel Solutions 2005 - 2008
Citadel Investment Group 2003 - 2005
Prudential Securities 2000 - 2003
Skills
Hedge Funds, Asset Management, Fixed Income, Equities, Derivatives, Securities, Capital Markets, Alternative Investments, Financial Services, Electronic Trading, Trading, Prime Brokerage, Asset Managment, Management, Financial Modeling, Bloomberg Terminal, Bloomberg, Options, Trading Systems, Financial Analysis, Private Equity, Fund Of Funds, Credit Derivatives
Education
Indiana University Bloomington 1996 — 2000
Economics and Political Science
Northern Trust Hedge Fund Services August 2011 - Present
Omnium LLC February 2010 - August 2011
LexisNexis Special Services, Inc. May 2006 - January 2010
Skills
Financial Analysis, Financial Reporting, Strategic Financial..., Corporate Finance, Financial Modeling, Accounting, General Ledger, Budgets, Forecasting, Hedge Funds, Financial Statements, PeopleSoft, Hyperion Planning, Hyperion HFM
Education
University of Dayton 2004 — 2007
Bachelor of Science (B.S.), Finance & Accounting
Northern Trust Hedge Fund Services July 2014 - Present
Pi Beta Phi January 2013 - January 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Endodontic & Periodontic Associates June 2011 - June 2012
Skills
Microsoft Office, Organization, Microsoft Excel, Teamwork, Leadership, PowerPoint, Budgets, Time Management, Finance
Education
Indiana University - Kelley School of Business 2010 — 2014
Finance, Bachelor of Science in Business
University of Oxford 2012 — 2012
Comparative Environmental Policy, Global Governance of Climate Change
CME Group February 2014 - Present
King Street Capital Management 2013 - 2013
Northern Trust Hedge Fund Services 2012 - 2013
Fireman's Fund Insurance Company 2011 - 2012
Thompson Creek Window Company 2010 - 2010
Skills
Analysis, VBA, SQL, Python, Java, Banking, Business Analysis, C, Public Speaking
Education
DePaul University 2013 — 2016
Masters candidate, Computer Science
University of Maryland College Park 2006 — 2010
Bachelor of Arts, Economics
Civic Capital Advisors, LLC September 2014 - Present
Northern Trust Hedge Fund Services May 2013 - August 2014
Northern Trust June 2011 - May 2013
Northern Trust July 2008 - June 2011
Bear Stearns & Company, Inc July 2005 - August 2007
Skills
Bloomberg, Derivatives, Securities, Capital Markets, Banking, Hedge Funds, FX Options, Collateral Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2012
Master of Business Administration (MBA)
Marist College 2004 — 2008
Bachelor of Science, Finance
Northern Trust Hedge Fund Services August 2011 - Present
Skills
Structured Products, Derivatives, Hedge Funds, Investment Banking, Equities, Fixed Income, Relationship Management, Operational Due..., Account Management, Data Mining, Account Reconciliation, P&L reconciliation, Integration Testing, Cross Selling, Project Management, Asset Management
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
Bachelors of Science, Finance
Northern Trust Hedge Fund Services February 2014 - Present
Wolters Kluwer October 2009 - February 2014
First Investors Corporation June 2008 - August 2008
Skills
Accounting, Financial Modeling, Financial Analysis, Forecasting, Analysis, Banking, Cash Flow Forecasting, Finance, Internal Controls, Management, Tax, Business Strategy, Treasury, Financial Reporting, Sarbanes-Oxley Act, Microsoft Excel, Process Improvement
Education
University of Kansas 2004 — 2008
Finance
University of Newcastle
Elementum Advisors October 2014 - Present
Northern Trust Hedge Fund Services November 2013 - Present
Northern Trust Hedge Fund Services November 2012 - November 2013
Northern Trust July 2011 - November 2012
Royal Bank of Scotland May 2011 - July 2011
Royal Bank of Scotland May 2010 - August 2010
Education
Eastern Illinois University 2007 — 2011
BS, Finance
Northern Trust Hedge Fund Services July 2015 - Present
Northern Trust Corporation April 2014 - Present
Northern Trust November 2010 - May 2014
Jackson Hewitt January 2010 - April 2010
Skills
Accounting, CPA, Financial Reporting, Financial Statements, Tax, Microsoft Office
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2010
Masters of Accountancy
Saint Louis University 2006 — 2009
Bachelor of Science, Business Administration; Accounting
ESSCA (Ecole Supérieure des Sciences Commerciales d'Angers)
Goldman Sachs September 2015 - Present
Northern Trust Hedge Fund Services January 2015 - September 2015
Northern Trust Hedge Fund Services February 2014 - September 2015
Northern Trust Hedge Fund Services December 2012 - February 2014
RMB Capital Management February 2010 - November 2012
RMB Capital Management February 2010 - January 2012
Morgan Stanley Smith Barney August 2009 - January 2010
National Student Leadership Conference May 2007 - July 2009
Skills
Hedge Funds, Investor Reporting, Financial Analysis, Investor Relations, Hedge Accounting, Fund Accounting, Fund Administration, Investments, Wealth Management, Strategic Financial..., Microsoft Excel, Outlook, Microsoft Office, Retirement Planning, PowerPoint
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor of Arts, International Studies, Business Communications
CEGRI: Center for Integrated Spanish Studies 2008 — 2008
Spanish, Business
Hinsdale Central High School 2001 — 2005
Northern Trust Hedge Fund Services August 2012 - Present
Skills
Hedge Funds, Equity Research, Fixed Income, Asset Management, Wealth Management, Sales, Marketing, Series 7, Investments, Equities, Financial Modeling, Bloomberg, Alternative Investments, Capital Markets, Valuation
Education
University of Iowa 2001 — 2004
BBA, Finance
Northern Trust Hedge Fund Services September 2013 - Present
Plante Moran (Formerly Blackman Kallick) June 2011 - August 2013
Fifth Third Bank July 2010 - June 2011
Dan Druffel Incorporated March 2003 - December 2009
Southern Ohio Copperheads 2009 - 2009
Skills
SoC, SAS70, Internal Controls, Risk Management, Risk Consulting, Computer Security, Network Security, Caseware, TeamMate, Visio, SharePoint, Microsoft SQL Server, IBM Mainframe, IBM iSeries, Visual C++, Dreamweaver, Access, Microsoft Office, Outlook, Business Intelligence
Education
Ohio University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Management Information Systems, Finance, Accounting
West Virginia University 2005 — 2006
Political Science and Government
Archbishop Moeller High School 2001 — 2005
Northern Trust - Hedge Fund Services April 2012 - Present
Dynamic Business Consulting Inc April 2007 - April 2012
Banco del Ahorro Nacional y Servicios Financieros BANSEFI August 2006 - January 2007
Grupo Posadas July 2005 - July 2006
Profuturo GNP January 1999 - April 2005
Infinita Consultores August 1996 - December 1998
H. Ayuntamiento de Nezahualcóyotl. August 1995 - July 1996
Skills
Software Development, .NET, Oracle, C#, Microsoft SQL Server, Java, C++, Integration, Unix, SQL, Visual Basic, Sybase, WPF, PowerBuilder, Borland Delphi, SDLC, JavaScript, SQL Server, Sybase ASE, Data Analysis, Data Modeling, Trading Systems, Cadis EDM
Education
Universidad Nacional Autónoma de México 1991 — 1995
Bachelor of Science (B.Sc.), Mathematics, Computer Science
Universidad Nacional Autónoma de México 2002 — 2002
Diploma, Object Oriented Software Applications
Asociación Mexico Japonesa 2005 — 2006
Japanese Language
Japan America Society of Chicago
Japanese Laguage
Northern Trust Hedge Fund Services June 2011 - Present
McGladrey December 2008 - May 2011
JP Morgan July 2005 - September 2008
First Industrial Realty Trust February 2002 - July 2005
Universal Access July 2000 - September 2001
Deloitte and Touche August 1998 - July 2000
Skills
Financial Reporting, Financial Analysis, Finance, Auditing, Accounting, Analysis, Corporate Finance, GAAP, Management, Budgets
Education
University of Notre Dame 1994 — 1998
BBA, Accountancy
Northern Trust Hedge Fund Services August 2012 - Present
KPMG 2011 - 2012
University of Illinois January 2010 - December 2010
KPMG June 2010 - August 2010
Skills
Leadership, Alternative Investments
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
B.S., Accountancy, Technology & Management (Minor)
Wirtschaftsuniversität Wien 2009 — 2009
Internationale Betriebswirtschaftslehre, EU-Politik, Deutsche Sprache
Northern Trust Hedge Fund Services May 2014 - Present
V3 Markets February 2014 - May 2014
Infinium Capital Management October 2011 - January 2014
Infinium Capital Management May 2009 - October 2011
Infinium Capital Management January 2007 - May 2009
Merrill Lynch August 2005 - December 2006
ECHOtrade LLC / Ferdinand Capital / Self Employed December 2003 - July 2005
The Clearing Corporation May 2000 - June 2003
Skills
Fixed Income, Derivatives, Trading, Equities, Bloomberg, Financial Markets, Options, Trading Systems, Proprietary Trading, Equity Trading, Electronic Trading, Hedge Funds
Education
DePaul University 2001 — 2003
MBA, Finance
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelor of Arts, Economics
Holy Cross High School, River Grove, Illinois 1991 — 1995
Northern Trust Hedge Fund Services October 2005 - Present
Babilas January 2002 - October 2003
Banca Nazionale Del Lavoro July 1995 - August 1995
Education
CEF Centro de Estudios Financieros 2000 — 2001
Master's Degree
Università degli Studi di Brescia 1996 — 2001
Bachelor's Degree
Istituto G. C. ABBA 1991 — 1996
Associate's Degree
Commonwealth Bank of Australia April 2012 - Present
Northern Trust Hedge Fund Services July 2011 - April 2012
Omnium LLC February 2010 - July 2011
Morgan Stanley, Financial Control Group January 2007 - February 2010
Smith Barney, Citigroup Private Wealth Management May 2006 - December 2006
Yeshiva University August 2004 - March 2006
Kohn and Associates April 2002 - August 2004
Skills
Valuation, Excel, P&L, Word, PowerPoint, MBS, CDS, Hedge Funds, Fixed Income
Education
Northeastern University 2011 — 2013
Master of Business Administration (MBA), Finance and International Management, 3.36
Yeshiva University 2002 — 2006
B.A, Economics
Yeshivat Netiv Aryeh 2002 — 2004
Talmudic Law
Akiva
Northern Trust Hedge Fund Services October 2014 - Present
Kelman-Lazarov, Inc. May 2013 - October 2014
Skills
Finance, Financial Analysis, Financial Modeling, Market Research, Portfolio Management, Databases, Statistics, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Research, Investments, Data Analysis, Team Leadership, Strategic Financial..., Technology, Business Strategy, Leadership, Writing, Triathlon, Hedge Funds, Financial Planning
Education
University of Miami - School of Business 2010 — 2014
Bachelor of Science in Business Administration, Finance (Major), Chemstry (Minor), 3.6
Innovest Portfolio Solutions May 2015 - Present
Northern Trust Hedge Fund Services March 2014 - May 2014
AlphaMetrix April 2013 - December 2013
AlphaMetrix, LLC September 2010 - April 2013
Simplex Investments October 2008 - April 2010
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Data Analysis, Valuation, Options, Marketing Strategy, Microsoft Office, Trading, Bloomberg, Microsoft Word, Finance, Marketing, PowerPoint, Customer Service, Research, Hedge Funds, Risk Management
Education
University of Notre Dame - Mendoza College of Business 2014 — 2015
Master of Business Administration (M.B.A.), Corporate Finance, Investments, 3.78
University of Notre Dame - Mendoza College of Business 2004 — 2008
Marketing
Phillips Exeter Academy 2001 — 2004
T-Mobile July 2014 - Present
Vanguard June 2013 - August 2013
Northern Trust Hedge Fund Services October 2012 - March 2013
Harbor Capital Advisors October 2010 - October 2012
Harbor Capital Advisors October 2007 - October 2010
Relocation Assistance, Inc January 2006 - April 2007
Skills
Supervisory Skills, Project Management, Outstanding Customer..., Financial Analysis, Training & Development, Maintaining Strong..., Customer Service, Financial Modeling, Cross-functional Team..., Series 63, Market Research, Mutual Funds, Series 7, Alternative Investments, Employee Training, Management, Analysis
Education
The University of Chicago - Booth School of Business 2011 — 2014
MBA, Finance
University of Chicago Graham School 2008 — 2009
Certificate, Financial Decision Making June 2009
University of Michigan 2001 — 2005
Bachelors of Arts, Sociology
Northern Trust Corporation April 2014 - Present
Northern Trust Hedge Fund Services August 2011 - April 2014
Northern Trust September 2008 - August 2011
Skills
Business Analysis, Vendor Management, SDLC, Software Project..., IT Strategy, Requirements Analysis, Outsourcing, Management, Process Improvement, IT Management, Banking, Business Process..., Enterprise Architecture
Education
Barat College of DePaul University 1990 — 1997
Arcesium LLC January 2015 - Present
Northern Trust Hedge Fund Services August 2011 - December 2014
Omnium LLC (affiliate of Citadel Investment Group) May 2011 - August 2011
Bank of America / Merrill Lynch May 2007 - May 2011
Poolrite Research May 2006 - August 2006
Skills
Hedge Funds, Capital Markets, Credit Derivatives, Credit, Project Management, Derivatives, Structured Products, Cross-functional Team..., Interest Rate...
Education
University of Michigan 2004 — 2008
B.S.E., Industrial and Operations Engineering
Maumee High School 2000 — 2004
Northern Trust Hedge Fund Services August 2011 - August 2014
Omnium LLC June 2008 - August 2011
Deloitte August 2004 - June 2008
Skills
Financial Analysis, Equities, Financial Reporting, Financial Modeling, Derivatives, Capital Markets, Asset Management, Corporate Finance, Investments, Valuation, Bloomberg, Alternative Investments
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2004
Master of Accounting Science, Accounting
University of Illinois at Urbana-Champaign 1999 — 2003
BS in Accountancy, Accounting
Grosvenor Capital Management April 2012 - Present
Northern Trust Hedge Fund Services April 2011 - April 2012
Credit Suisse August 2007 - April 2011
Mesirow Financial June 2006 - August 2006
Skills
Hedge Funds, Financial Services, Alternative Investments, Fixed Income, Equities, Asset Management
Education
The University of Chicago Booth School of Business 2014 — 2016
DePaul University 2008 — 2009
Certificate Program in Financial Planning
Indiana University - Kelley School of Business 2003 — 2007
Bachelor of Science in Business, Finance - Real Estate
Università Cattolica del Sacro Cuore 2006 — 2006
Study Abroad Student
Università Commerciale 'Luigi Bocconi' 2006 — 2006
Study Abroad Student
Scottrade October 2014 - Present
Northern Trust Hedge Fund Services December 2012 - October 2014
PwC September 2010 - December 2012
KPMG June 2009 - August 2009
PwC January 2009 - March 2009
Skills
US GAAP, CPA, Financial Reporting, Auditing, Financial Accounting, Sarbanes-Oxley Act, SEC filings
Education
University of Missouri-Columbia, College of Business 2005 — 2010
Masters, Accountancy
Universidad de Bergamo (Bergamo, Italy) 2008 — 2008
Northern Trust Hedge Fund Services July 2015 - Present
Northern Trust Hedge Fund Services August 2014 - July 2015
Northern Trust Hedge Fund Services (formerly Omnium LLC) June 2012 - August 2014
Omnium LLC (subsidiary of Citadel LLC) June 2010 - June 2012
Citadel LLC July 2008 - June 2010
Skills
Process Improvement, Marketing Strategy, Leadership, Asset Management, Capital Markets, Equities, Financial Analysis, Financial Modeling, Investments, Alternative Investments, Portfolio Management, Hedge Funds, Fixed Income, Derivatives, Bloomberg, Trading, Securities, Valuation
Education
University of Notre Dame 2004 — 2008
Bachelor of Business Administration (BBA), Finance, Art History
Loyola Academy 2000 — 2004
Northern Trust Hedge Fund Services January 2015 - Present
Northern Trust Hedge Fund Services August 2011 - December 2014
Omnium LLC July 2010 - July 2011
Skills
Derivatives, Structured Finance, Bloomberg, Financial Modeling, Financial Analysis, Bloomberg Terminal, Hedge Funds, Microsoft Excel, Fixed Income, Credit Derivatives, Equities, Alternative Investments, Valuation, Equity Derivatives, CDS, Private Equity, Fund Administration, Structured Products, Bonds, Middle Office, FX Options, Swaps, Fund Accounting, Interest Rate...
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor of Science, Finance and Accountancy
Northern Trust Hedge Fund Services March 2014 - Present
KPMG September 2012 - February 2014
CME Group March 2012 - June 2012
Securities and Exchange Commission September 2011 - March 2012
KPMG June 2011 - August 2011
CME Group September 2010 - May 2011
Abbott Laboratories June 2010 - September 2010
CME Group October 2009 - May 2010
DePaul University June 2009 - May 2010
DePaul University August 2009 - November 2009
Skills
Financial Services, Microsoft Excel, Accounting, Analysis, PowerPoint, Microsoft Office, Business Analysis, Finance, Customer Service, Process Improvement, Relationship Management, Financial Modeling, Business Development, Investor Relations, Budgets, Spreadsheets, Program Management, Corporate Finance, Financial Analysis, Management, CPA, Hedge Funds, Account Management, Auditing
Education
DePaul University
B.S.C., Strobel Honors Accounting, Economics, International Business, 3.72 GPA
Northern Trust Corporation September 2015 - Present
Northern Trust Corporation December 2013 - September 2015
TransUnion January 2013 - November 2013
Northern Trust Hedge Fund Services September 2011 - January 2013
Northern Trust December 2009 - September 2011
Northern Trust February 2008 - May 2010
MAKE Corporation January 2008 - February 2008
United Information Technologies February 2006 - December 2007
INEGI December 2005 - January 2006
Servicio Pan Americano de Proteccion September 1997 - November 2005
Skills
Silverlight, .NET, Expression Blend, Sybase, Integration, Architecture, C#, WPF, Trading Systems, Linux, Order Management, PnL, Hedge Funds, EDI, Healthcare Information..., Microsoft SQL Server, EDI ANSI X12, SDLC, Agile Project Management, Unix, TFS, Solution Architecture, Data Warehousing, Requirements Analysis, SOA, Agile Methodologies, Software Project..., Risk Management, Enterprise Architecture, Architectures, Business Intelligence, Software Development, Data Modeling, SQL, Web Services, IT Strategy
Education
ITAM 2000 — 2002
Master, Information Technology and Management
Télécom Bretagne (ex- Enst de Bretagne, école nationale supérieure des télécommunications de Bretagne) 2000 — 2002
Master, Telecommunications
Universidad Nacional Autónoma de México 1992 — 1997
B.Sc., Mathematics
Northern Trust Corporation November 2014 - Present
Northern Trust - Hedge Fund Services April 2013 - October 2014
Bank of America August 2010 - April 2013
ING Funds June 2009 - August 2010
ING Funds February 2008 - August 2009
AEGON Asset Management May 2007 - August 2007
Skills
Product Development, Product Management, Product Marketing, Financial Modeling, Financial Reporting, Finance, Corporate Finance, Process Improvement, Forecasting, Accounting, Business Analysis, Financial Analysis, Derivatives, Corporate FP&A, Account Reconciliation, Strategic Financial..., Financial Services, Financial Planning, Marketing Strategy, Management
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Iowa State University - College of Business 2003 — 2007
BS
Northern Trust Hedge Fund Services July 2012 - Present
PricewaterhouseCoopers June 2009 - July 2012
Pricewaterhouse Coopers June 2009 - August 2009
Pricewaterhouse Coopers May 2008 - August 2009
Comerica Bank May 2006 - August 2006
ROSS SCHOOL OF BUSINESS October 2005 - May 2006
Skills
Accounting, Auditing, Banking, Capital Markets, Finance, Management
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
MAcc, BBA, Accounting, Strategy and Spanish
GE Capital Head Quarters June 2015 - Present
GE Capital – Real Estate Risk Management, Global Analytics, Monitoring, & Underwriting Team February 2015 - June 2015
Northern Trust Hedge Fund Services November 2013 - February 2015
QFS Asset Management, L.P. February 2006 - October 2013
PartnerRe May 2005 - August 2005
Connecticut Retina Consultants, L.L.C. August 2002 - April 2005
Skills
Cash Management, Analysis, Accounts Receivable, Investments, Insurance, Derivatives, Hedge Funds, Fixed Income, FX Options, Trading Systems, FX Operations, Management, Financial Statements, Bank Reconciliation, Payments, Equities, Bloomberg, VBA, Trading, Options, Finance, Financial Analysis
Education
Southern Connecticut State University 2002 — 2005
Bachelor of Science (B.S.), Applied Mathematics
Alvarez & Marsal July 2014 - Present
Northern Trust Hedge Fund Services June 2013 - August 2013
Xnergy LLC February 2013 - May 2013
Capital Management Club, LLC January 2013 - May 2013
UBS Investment Bank October 2012 - October 2012
Northern Trust Hedge Fund Services May 2012 - August 2012
The Rockport Company May 2011 - August 2011
Raymond James Financial Services, Inc. May 2011 - August 2011
Skills
Equity Research, Bloomberg, Capital IQ, Equity Derivatives, Microsoft Excel, Markitwire, Citrix, Factset, Thomson One Analytics, Merger Market, SNL Financial, Hoovers, Bloomberg Terminal, Corporate Finance, Data Analysis, Entrepreneurship, Derivatives, Finance, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Portfolio Management, Private Equity, Series 7, Valuation
Education
University of Wisconsin-Madison 2011 — 2013
Bachelor of Science (B.S.), Economics
Purdue University - Krannert School of Management 2009 — 2010
Bachelor of Business Administration (B.B.A.), Management
Purdue University
Sharon High School
Northern Trust Hedge Fund Services August 2013 - Present
Northern Trust Hedge Fund Services September 2011 - July 2013
Highland Capital Partners June 2007 - August 2011
Arnold Worldwide 2006 - 2007
State Street Bank September 2005 - January 2006
Skills
Accounting, Customer Service, Entrepreneurship, Finance, Financial Analysis, Financial Modeling, Investments, Marketing, Microsoft Office, Strategic Planning, Valuation, Venture Capital
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA, Corporate Finance, Entrepreneurial Management
Boston College 2001 — 2005
BS, Finance, Marketing
Better Weekdays December 2011 - Present
Northern Trust Hedge Fund Services September 2011 - May 2012
Accenture March 2011 - August 2011
Skills
Start-ups, Entrepreneurship, User Experience, Business Strategy, Analytics, Recruiting, Web Design, Employee Engagement, Human Resources, Product Planning, Talent Management, Product Development, Project Management, Data Analysis, Customer Support, Sales Support Tools, Digital Marketing, Email Marketing, SEO
Education
Georgia Institute of Technology 2006 — 2010
BS, Electrical Engineering, Certificate in Finance
Wells Fargo Asset Management June 2015 - Present
Northern Trust Hedge Fund Services November 2014 - June 2015
Northern Trust Hedge Fund Services June 2013 - November 2014
U.S. Bank Global Corporate Trust Services April 2013 - June 2013
U.S. Bank Global Corporate Trust Services May 2012 - April 2013
U.S. Bank Global Corporate Trust Services June 2011 - May 2012
Edgewood College, School of Business August 2010 - May 2011
Quick Action, General Trading L.L.C. December 2010 - January 2011
Education
Edgewood College 2007 — 2011
Bachelor of Science, Finance, Economics
Northern Trust Hedge Fund Services August 2014 - Present
Aon Hewitt June 2013 - April 2014
Discover Financial Services May 2012 - August 2012
Advanced Auto Service June 2008 - December 2011
Skills
Microsoft Office, Team Building, Essbase, Financial Analysis, Analytics, Leadership, Organization, Highly Ambitious, Challenge Driven, Access, Microsoft Excel, Nonprofits, Data Analysis, Analysis
Education
Quinlan School of Business, Loyola University of Chicago 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Northern Trust Hedge Fund Services August 2011 - Present
Citadel Investment Group - Omnium LLC December 2010 - August 2011
Citadel Investment Group - Omnium LLC July 2009 - December 2010
Spectrum Global Fund Administration January 2007 - June 2009
Skills
Hedge Funds, Alternative Investments, Equities, Private Equity, Valuation, Financial Modeling, Investments, Derivatives, Asset Managment, Fixed Income, Fund Of Funds, Financial Analysis, Due Diligence, Mutual Funds, Trading, Bloomberg, Asset Management
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Wisconsin-Madison - School of Business 2002 — 2006
BS, Finance, & Investment Banking
City University London 2005 — 2005
BS, Business - Finance
Northern Trust Hedge Fund Services June 2014 - Present
Northern Trust Hedge Fund Services August 2011 - Present
Omnium LLC May 2011 - August 2011
KPMG September 2005 - February 2011
Skills
Financial Analysis, Auditing, Financial Audits, US GAAP, Fund Accounting, Financial Reporting, Fund Administration, Hedge Funds, Financial Modeling, Private Equity
Education
Miami University 2001 — 2005
Bachelor of Science in Business: Finance and Accountancy; Masters of Accountancy
Northern Trust Hedge Fund Services May 2013 - Present
Northern Trust Hedge Fund Services September 2011 - May 2013
Allstate - Technology & Operations November 2010 - September 2011
Northwestern University / Medical Faculty Foundation February 2008 - November 2010
KKMB2B 2002 - 2007
Skills
Project Management, Data Analysis, Variance Analysis, Budgets, Financial Analysis, Corporate Finance, Financial Modeling, Strategic Financial..., Financial Forecasting, Bloomberg, Microsoft Excel, Hedge Funds, Management, Bloomberg Terminal, Financial Reporting, PowerPoint, Valuation, Finance, Fixed Income, Capital Markets, Derivatives
Education
DePaul University
Economics & Finance
Northern Trust Hedge Fund Services January 2014 - Present
Jackson National Asset Management, LLC January 2013 - December 2013
Skills
Bloomberg, Finance, Accounting, Account Reconciliation, Leadership, Fund Accounting, Financial Reporting, Regression Analysis, Financial Accounting, Teamwork, Derivatives, Time Management, Customer Service, Data Entry, PowerPoint, Microsoft Office, Due Diligence, Equity Research, Hedge Funds, Financial Statements, Fund Of Funds, FX trading, US GAAP
Education
Benedictine University 2011 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Northern Trust Hedge Fund Services March 2013 - Present
Medix Staffing Solutions August 2011 - February 2013
University of Dayton August 2010 - May 2011
University of Dayton May 2010 - May 2011
Jackson Hewitt January 2010 - May 2010
Business School Labs January 2009 - December 2009
Education
University of Dayton 2007 — 2011
B.S., Marketing/ Sales
Northern Trust Hedge Fund Services June 2011 - Present
Harris Bank August 2009 - May 2011
BMO Capital Markets July 2008 - July 2009
Touchstone Investments May 2007 - August 2007
Skills
Hedge Funds
Education
DePauw University 2004 — 2008
Bachelor of Arts, Economics
Bishop Fenwick High School 2000 — 2004
NXT Capital October 2014 - Present
Northern Trust Hedge Fund Services July 2010 - October 2014
Skills
CPA, US GAAP, Financial Analysis, Financial Modeling, Microsoft Excel, Financial Reporting, Microsoft Office
Education
Indiana University Bloomington 2009 — 2010
Master of Business Administration (MBA), Financial Analysis
Indiana University Bloomington 2005 — 2010
Bachelor's degree, Accounting and Finance
Northern Trust Hedge Fund Services October 2012 - Present
Northern Trust April 2012 - October 2012
Northern Trust April 2009 - April 2012
Northern Trust June 2007 - April 2009
Northern Trust April 2006 - June 2007
Skills
Proficient in Word,..., Mutual Funds, Process Improvement, Derivatives, Equities
Education
Indiana University - Kelley School of Business 2001 — 2005
B.S., Finance/Operations
CBC Alliance October 2013 - Present
Northern Trust Hedge Fund Services February 2011 - September 2013
Citi October 2006 - February 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Strategic Planning, Budgets, Derivatives
Education
State University of New York at Buffalo 2002 — 2006
Bachelor of Science (B.S.), Finance and Financial Management Services
Northern Trust Hedge Fund Services August 2014 - Present
Northern Trust Hedge Fund Services May 2012 - August 2014
Deloitte September 2010 - April 2012
Deloitte September 2008 - August 2010
Yankovich Adelman Johnson Stevenson, LLC September 2007 - August 2008
Deloitte May 2007 - July 2007
Skills
Auditing, Accounting, Valuation, Credit, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Financial Analysis, GAAP, SEC filings, Financial Accounting, Tax
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2008
Master, Accounting
Miami University 2003 — 2007
Bachelor, Accounting & German
Northern Trust Hedge Fund Services July 2014 - Present
Vision Quest Coaching Services May 2010 - Present
Merrill Lynch July 2012 - July 2014
Vision Quest Coaching Services 2010 - 2012
Yorktown Mall Kiosk 2011 - 2011
Yorktown Mall Kiosk 2010 - 2011
Merrill Lynch April 1999 - January 2009
Lind-Waldock 1997 - 1999
Skills
Valuation, Asset Managment, Portfolio Management, Derivatives, Financial Analysis, Financial Modeling, Capital Markets, Investments, Analytics, Equities, Hedge Funds, Trading, Data Analysis, Bloomberg
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
mba, Finance
University of Illinois at Chicago 1993 — 1998
BS, Finance
E·ON Global Commodities June 2015 - Present
Northern Trust Hedge Fund Services May 2012 - June 2015
Northern Trust Hedge Fund Services (formerly known as Omnium LLC) July 2011 - June 2012
DePaul University September 2010 - June 2011
Astor Asset Management - a subsidiary of Knight Capital Group May 2010 - May 2011
Grand Overview Communications Inc. March 2010 - June 2010
Washington Square Health Foundation September 2007 - June 2010
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
MS, Economics and Policy Analysis
DePaul University 2006 — 2010
BS, Economics
Swampscott High
Northern Trust Hedge Fund Services August 2011 - Present
Citadel Investment Group June 2008 - August 2011
GMO December 2006 - June 2008
State Street Global Advisors December 2005 - December 2006
JPMorgan Invest, LLC 2003 - 2005
Skills
Securities, Bloomberg, Fixed Income, Finance, Settlement, Investments, Middle Office, Financial Services, Corporate Actions, Equities
Education
Boston University
MS, Banking and Financial Service Management
McGill University 1998 — 2003
BA, Political Science
Northern Trust Hedge Fund Services September 2013 - Present
Mitchell & Titus, LLP November 2012 - August 2013
Walsh, Jastrem & Browne, LLP November 2010 - November 2012
Grant Thornton August 2008 - November 2010
Grant Thornton August 2006 - August 2008
Grant Thornton October 2004 - August 2006
Skills
Tax, Hedge Funds, CPA, Non-profits, Financial Services, Accounting, Financial Reporting, Auditing, Internal Controls, Financial Accounting, Financial Analysis, US GAAP, General Ledger, SEC filings, Valuation, GAAP
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2004
MS/MBA, Accounting
Wellesley College 1999 — 2003
BA, Anthropology
Lake Braddock 1996 — 1999
Northern Trust - Hedge Fund Services April 2011 - Present
Bank of America/Merrill Lynch October 2009 - December 2010
LaSalle Global Fund Services March 2009 - October 2009
LaSalle Global Fund Services March 2007 - March 2009
Bank of America November 2005 - March 2007
Bank of America August 2004 - November 2005
Bank of America August 2003 - August 2004
Computershare Investor Services February 2002 - August 2003
First Trust Corporation/DATAlynx March 2000 - August 2001
Datalynx/First Trust November 1999 - March 2000
Skills
Middle Office, Financial Risk, Swaps, Options, Trading, Finance, Prime Brokerage, Operational Risk, Structured Products, Derivatives, Fixed Income, Capital Markets, Investments, Equities, Hedge Funds
Education
University of Colorado Boulder 1994 — 1998
BS, Finance and Accounting
Northern Trust Hedge Fund Services December 2013 - Present
Northern Trust Hedge Fund Services April 2012 - December 2013
Omnium LLC June 2010 - July 2011
Deloitte September 2009 - June 2010
Deloitte and Touche LLP August 2007 - August 2009
Skills
US GAAP, SEC filings, Financial Reporting, Auditing, Accounting, Financial Accounting, Financial Analysis, Internal Controls, GAAP, Sarbanes-Oxley Act, External Audit, CPA, Assurance, IFRS, Big 4, Sarbanes-Oxley, General Ledger, Fund Accounting, Fund Administration, Hedge Funds, Financial Statements
Education
University of Illinois at Urbana-Champaign 2002 — 2007
Masters, Accounting
University of Illinois at Urbana-Champaign - College of Business 2002 — 2007
Bachelor of Science (B.S.), Accounting
Northern Trust Hedge Fund Services July 2011 - Present
Citadel Investment Group July 2010 - July 2011
Goldman Sachs April 2005 - May 2010
Education
University of Arizona 2000 — 2004
Bachelor, Finance
Chicago Venture Partners July 2013 - Present
Northern Trust Hedge Fund Services August 2011 - June 2013
Omnium LLC July 2008 - August 2011
University of Illinois at Urbana-Champaign June 2006 - May 2008
State Farm Bank May 2007 - August 2007
Office for Technical Consulting Resources (OTCR) 2006 - 2007
Skills
Hedge Funds, Derivatives, Futures, Prime Brokerage, Capital Markets, Alternative Investments, Swaps, Middle Office, Fund Administration
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA), Finance
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Arts (B.A.), Finance, Economics
Northern Trust Hedge Fund Services August 2007 - Present
Goldman Sachs 2004 - 2007
Skills
Hedge Funds, Equities, Fixed Income, Derivatives, Alternative Investments, Securities, Electronic Trading, Trading, Options, Bloomberg, Trading Systems, Prime Brokerage
Education
Fairfield University 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Northern Trust Hedge Fund Services April 2012 - Present
Citadel LLC September 2009 - April 2012
Citadel LLC July 2007 - September 2009
LaSalle Bank May 2006 - July 2007
Aon Risk Services July 2005 - May 2006
Skills
Equities, Portfolio Management, Corporate Actions, Risk Management, Options, Securities, Vendor Management, Bloomberg, Product Control, Middle Office, Hedge Funds, Client Relations, Vendor Relationship..., Account Management
Education
The Ohio State University 2001 — 2005
Bachelors, Finance
Northern Trust - Hedge Fund Services August 2013 - Present
Citadel Investment Group November 2003 - May 2013
Bank One, NA July 2001 - November 2003
Banc One Capital Markets January 2000 - July 2001
ABN AMRO Bank N.V. September 1990 - January 2000
Skills
Capital Markets, Collateral Management, Derivatives, Portfolio Management, Asset Management, Valuation, Fixed Income, Investments, Risk Management
Education
Belmont Abbey College
Bachelor of Business Administration (BBA), Finance, General
XR Trading March 2015 - Present
Northern Trust Hedge Fund Services June 2011 - March 2015
Deloitte & Touche January 2010 - June 2011
Education
DePaul University
Northern Trust Hedge Fund Services December 2014 - Present
Skills
Prime Brokerage, Fixed Income, Uniform Combined State..., Asset Managment
Education
University of Scranton 1999 — 2003
Bachelor's degree, Finance, General
Northern Trust Hedge Fund Services February 2015 - Present
Northern Trust Hedge Fund Services June 2011 - Present
Citadel LLC/Omnium February 2008 - July 2011
Daymon World Wide March 2005 - October 2005
GE Fleet Services January 2003 - December 2003
Skills
Hedge Fund..., OTC Derivatives..., Marketing, Financial Analysis, Fee and Commission Audit, External Audit, Project Delivery, Leadership, System Automation, Financial Systems, Financial Systems..., Capital Markets, Derivatives, Equities, Finance, Forecasting, Investments
Education
Loyola University of Chicago - Graduate School of Business 2006 — 2007
Master of Business Administration (MBA), Finance
Concordia College 1999 — 2003
Bachelor of Arts (B.A.), Business Administration and Communication
Magnetar Capital November 2013 - Present
Northern Trust Hedge Fund Services July 2011 - November 2013
Citadel LLC April 2005 - July 2011
Fidelity Investments July 1999 - April 2005
Arthur Andersen & Co. 1996 - 1999
Skills
Derivatives, Financial Analysis, Financial Reporting, Hedge Funds, Fixed Income Products, Broker-Dealers, Regulatory Reporting, Financial Systems..., Business Systems..., Fixed Income, Asset Management, Investment Management, Equities, Bloomberg, Financial Services, Capital Markets
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
Bachelor of Science (B.S.), Accounting
JHL Capital Group LLC January 2013 - Present
Northern Trust Hedge Fund Services February 2010 - January 2013
KPMG September 2007 - February 2010
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2007
Masters of Accounting Science, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelor of Science, Accountancy
Northern Trust Hedge Fund Services November 2013 - Present
Skills
Hedge Funds, Fixed Income, Bloomberg, Mutual Funds, Fund Of Funds, Alternative Investments, Equities, Back Office, Corporate Actions, Portfolio Management, Investments, Trading, Securities, Fund Accounting, Derivatives, Hedging, Fund Administration, Asset Allocation, Trading Systems, Bonds, Bloomberg Terminal, FX trading, Commodity, Equity Trading, Wealth Management, Investment Management, Financial Services, Asset Management, Equity Derivatives, Account Reconciliation, Options, Electronic Trading, Valuation, Finance, Risk Management, Ballroom Dance, Middle Office
Education
DePaul University 1997 — 2001
Bachelors, Marketing
St. Patrick High School 1993 — 1997
St. Francis Borgia
Northern Trust Hedge Fund Services July 2011 - Present
Omnium LLC August 2009 - July 2011
Citadel Solutions LLC January 2007 - August 2009
Citadel Investment Group LLC February 2005 - December 2006
CNA Insurance June 2003 - January 2005
Skills
Asset Management, Financial Analysis, Hedge Funds, Account Reconciliation, Equities, Fixed Income, Bloomberg
Education
Indiana University Bloomington 1999 — 2003
BS, Finance
William Blair & Company May 2014 - Present
Northern Trust Hedge Fund Services August 2013 - May 2014
Northern Trust Hedge Fund Services August 2011 - August 2013
Omnium LLC July 2010 - August 2011
Skills
Financial Analysis, Financial Reporting, Accounting, Microsoft Excel, Derivatives, Financial Accounting, Equities, Investments, US GAAP, Fund Administration, Financial Audits, Hedge Funds, Tax, Fund Accounting, Valuation, Finance, Corporate Finance, Financial Modeling
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor's, Accountancy and Finance
Northern Trust Hedge Fund Services October 2013 - Present
Northern Trust September 2012 - October 2013
Northern Trust August 2008 - September 2012
Quarry Point Partners, LLC July 2004 - October 2006
Bank One July 2002 - July 2004
ABN AMRO 1999 - 2002
Skills
FX, Business Process Analyst, Banking, Business Analysis, Securities, Leveraged Loans, FATCA, Alternative Investments, Program Management, Process Optimization, Equities, Fund Administration, FX Options, Derivatives, Leveraged Finance
Education
Loyola University Chicago 2001 — 2004
Standish Management, LLC January 2015 - Present
Northern Trust Hedge Fund Services May 2011 - January 2015
Bank of America Merrill Lynch June 2007 - April 2011
UBS Fund Services (Cayman) Ltd. October 2003 - June 2007
Deloitte. Cayman Islands January 2002 - October 2003
PricewaterhouseCoopers LLP 1998 - 2002
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Asset Management, Private Equity, Venture Capital, Fund Administration, Derivatives, Fund Of Funds, Financial Analysis, Investments, Financial Modeling, Valuation, Accounting, Financial Reporting, Due Diligence, Mutual Funds, Management, Finance
Education
Indiana University Bloomington 1993 — 1997
Bachelors of Science, Accounting and Finance
Knighthead Capital Management, LLC July 2013 - Present
Golub Capital May 2012 - July 2013
Northern Trust Hedge Fund Services August 2011 - May 2012
Omnium LLC July 2008 - July 2011
Skills
Hedge Funds, Fund Accounting, Alternative Investments, Financial Analysis, Financial Reporting, Equities, Fund Administration, Bloomberg, Fixed Income, Valuation, Accounting, Investments, Private Equity, Derivatives, Securities
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
MS, Accountancy
Northern Trust Hedge Fund Services June 2013 - Present
Northern Trust Hedge Fund Services September 2011 - June 2013
Northern Trust May 2010 - September 2011
Northern Trust August 2005 - May 2010
Skills
Structured Products, Banking, Credit Derivatives, Equity Derivatives, Interest Rate..., Derivatives, Fund Administration, Global Custody, Cash-flow Management, Investment Management, Corporate Finance, Financial Services, Fixed Income
Education
The University of Chicago - Booth School of Business 2008 — 2011
MBA, Finance and Economics
University of Wisconsin-Madison 2000 — 2004
Bachelors, Political Science, Business
Northern Trust Hedge Fund Services May 2011 - Present
McGladrey & Pullen September 2007 - May 2011
Sidley Austin June 2006 - August 2006
Education
Indiana University - Kelley School of Business 2003 — 2007
Bachelor of Science, Accounting and Operations
Northern Trust Hedge Fund Services March 2013 - Present
CME Group March 2010 - June 2012
Citadel Investment Group April 2008 - December 2008
Deerfield Capital Management January 2005 - April 2008
Northern Trust July 1999 - January 2005
Skills
Project Management, Microsoft Office, Sunguard, Calypso, OTC, Interest Rate..., Credit Derivatives, Clearing, Valuation, CDO, CLO, Back Office, Fixed Income, Equities, Hedge Funds, Swaps, Derivatives, Trading Systems
Education
University of Illinois at Urbana-Champaign 1995 — 1999
B.S and B.A, Finance, History
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
B.S., Finance
Jackson National Asset Management, LLC April 2014 - Present
Northern Trust Hedge Fund Services April 2011 - April 2014
Toyota Boshoku America July 2009 - April 2011
KPMG January 2008 - July 2009
Skills
Accounting, Forecasting, Hedge Funds, Financial Audits, Financial Reporting, Auditing, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Consolidation, Financial Accounting, Internal Audit, US GAAP, SEC filings, GAAP, Financial Modeling, Fund Accounting, Fund Administration, Finance, Strategic Financial..., Financial Statements, Due Diligence
Education
Ohio University 2003 — 2007
BBA, Accounting
FacilitySource April 2015 - Present
Brunswick Corporation January 2013 - April 2015
Northern Trust Hedge Fund Services June 2011 - December 2012
Omnium LLC June 2010 - August 2010
Citadel Solutions June 2009 - August 2009
Skills
Financial Analysis, Finance, Microsoft Excel, Financial Modeling, Process Improvement, Financial Reporting, Budgeting & Forecasting, Relationship Building, Demographic Analysis, Microsoft Office, PowerPoint, Forecasting, Sales, Financial Services, Team Leadership
Education
Indiana University - Kelley School of Business 2006 — 2011
Bachelor's Degree, Accounting, Finance, and Technology Management
Northern Trust Hedge Fund Services March 2011 - Present
Nuveen Investments May 2009 - March 2011
Ernst & Young August 2006 - April 2010
Skills
Strategic Financial..., Valuation, SEC filings, Financial Reporting, Financial Analysis
Education
Michigan State University 2001 — 2005
Bachelor's, Accoutning
John Cabot University 2004 — 2004
Nationwide Insurance June 2015 - Present
Jeni's Splendid Ice Creams October 2014 - May 2015
Northern Trust Hedge Fund Services October 2012 - October 2014
Northern Trust Hedge Fund Services December 2011 - October 2012
Omnium LLC January 2011 - December 2011
Omnium LLC April 2010 - December 2010
Ernst & Young July 2008 - April 2010
Skills
Financial Reporting, US GAAP, Accounting, Financial Accounting, Hedge Funds, CPA
Education
Miami University 2004 — 2008
Bachelor of Science (B.S.), Accounting
Linsly
Linsly
Northern Trust Hedge Fund Services May 2015 - Present
Northern Trust May 2013 - April 2015
U.S. Bank January 2013 - May 2013
U.S. Bank June 2012 - December 2012
US Bank June 2011 - June 2012
Lighthouse Financial Group August 2009 - January 2010
Education
Northern Illinois University 2007 — 2011
BS, Finance, minor in Economics
Vokal June 2015 - Present
mind × motion February 2015 - April 2015
Everpurse October 2014 - March 2015
Northern Trust Hedge Fund Services December 2013 - October 2014
Deutsche Bank February 2012 - December 2013
Deutsche Bank August 2010 - February 2012
Skills
Derivatives, Equities, Fixed Income, Bloomberg, Hedge Funds, Corporate Finance, Accounting, Project Management, Microsoft Office, Process Improvement, Product Development, Product Management, Microsoft Excel, Strategy, Cross-functional Team...
Education
Northwestern University 2014 — 2015
Master’s Degree, M.S. Product Design & Development Management
University of Florida 2006 — 2010
Bachelor of Science (B.S.), Finance, General
DiMeo Schneider & Associates August 2014 - Present
DiMeo Schneider & Associates October 2012 - August 2014
Northern Trust Hedge Fund Services July 2011 - October 2012
Morgan Stanley Smith Barney June 2010 - August 2010
Karvy Stock Broking Limited June 2009 - August 2009
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science
Overseas School of Colombo
Northern Trust Hedge Fund Services July 2014 - Present
Northern Trust Hedge Fund Services August 2011 - July 2014
Skills
Microsoft Excel, Creativity, Futures and Options..., Microsoft Word, Flexibility, Microsoft Suites, Analytical Background, Self-discipline, Back Office, Python, Regression Models, SQL
Education
DePaul University 2014 — 2017
Master of Science (MS), Predictive Analytics
University of Dayton 2007 — 2011
Bachelors of Science, Business Administration; 2011 Finance
Northern Trust Hedge Fund Services January 2012 - Present
KPMG, LLP September 2008 - January 2012
Bankers Conseco Life Insurance Company May 2006 - August 2006
Bankers Conseco Life Insurance Company May 2005 - August 2005
Skills
Financial Reporting, Accounting, Auditing, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Finance, GAAP, CPA, Management, US GAAP, Financial Accounting, Financial Modeling, Internal Audit, Financial Statements, Corporate Finance, Valuation, External Audit, Microsoft Excel
Education
Indiana University - Kelley School of Business 2003 — 2007
Bachelor of Science in Business, Finance and Accounting
Northern Trust Hedge Fund Services May 2013 - April 2015
Lombard Risk Systems, Inc August 2011 - May 2013
AIG Financial Products February 2002 - August 2010
Bridgewater Associates January 1998 - January 2002
Greenwich Capital Markets January 1996 - January 1998
AIG Trading Group January 1995 - January 1996
Skills
Collateral Management, Software Project..., Dodd Frank Central..., Sales, Hedge Funds, Fixed Income, Middle Office, Derivatives, Back Office
Education
Villanova University 2010 — 2011
Boston University 1990 — 1994
BA
Northern Trust Hedge Fund Services November 2013 - Present
Illinois Science Council September 2012 - Present
JP Morgan Asset Management October 2011 - November 2013
JPMorgan Chase October 2009 - October 2011
Sharp Electronics Corporation 2007 - 2009
Skills
Sales, Financial Modeling, Investments, Account Management, Customer Service, Finance, Banking, Marketing, Microsoft Excel, Relationship Management
Education
Purdue University - Krannert School of Management 2003 — 2007
B.S., Management, Finance
Northern Trust Hedge Fund Services February 2013 - Present
Newedge Group March 2005 - January 2013
JPMorgan Chase Bank, NA 2001 - 2005
Skills
Middle Office
Education
Quinlan School of Business, Loyola University Chicago 1999 — 2001
MBA, Information Systems
University of Michigan 1991 — 1995
BA, Organizational Studies
Northern Trust Hedge Fund Services August 2013 - Present
CNA Insurance November 2011 - August 2013
Ernst & Young November 2006 - November 2011
Skills
Internal Controls, Financial Reporting, US GAAP, Accounting, Sarbanes-Oxley Act, SEC filings, Auditing, IFRS, GAAP, External Audit, Financial Accounting, CPA, Financial Analysis, Internal Audit, Assurance, Managerial Finance, Big 4, Sarbanes-Oxley, Financial Audits
Education
Main Convent
Universiti Malaya
Bachelor's degree, Accounting
Northern Trust Hedge Fund Services July 2014 - Present
Northern Trust Hedge Fund Services May 2011 - June 2014
Citigroup June 2008 - April 2011
Skills
Fixed Income, Equities, Derivatives, Banking, Portfolio Management, Capital Markets, Investment Banking, Bloomberg, Credit, Financial Modeling, Hedge Funds, Mutual Funds, Financial Analysis, Risk Management, Securities, Pizza
Education
State University of New York at Buffalo
Bachelor of Science (B.S.), Finance
CFA Institute
Northern Trust Hedge Fund Services April 2012 - Present
DePaul University September 2010 - March 2012
Combined Insurance June 2011 - September 2011
LGS Enterprises August 2008 - December 2010
Skills
Stata, TM1, MySQL, Financial Analysis, Analysis, Data Analysis, Hedge Funds, Analytics, Bloomberg, Financial Modeling, Business Strategy, Financial Forecasting, Microsoft Office, Finance, Valuation, Financial Statement..., Corporate Finance, Management Consulting, Economics, Access
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
MBA, Finance and Portfolio Management
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
BS, Finance
Northern Trust Hedge Fund Services April 2013 - Present
Northern Trust October 2011 - March 2013
UBS January 2009 - November 2009
Skills
Bloomberg Terminal, Bloomberg, Fixed Income, Equities, Derivatives, Valuation, Financial Statement...
Education
University of Illinois at Chicago
Bachelors of Science, Finance, Economics
Prestige Worldwide Holdings LLC August 2013 - Present
Northern Trust Hedge Fund Services July 2011 - July 2013
Omnium LLC 2010 - 2011
Education
University of Iowa 2002 — 2006
Bank of America, Merrill Lynch June 2012 - Present
Northern Trust, Hedge Fund Services August 2011 - June 2012
Citadel Investment Group November 2009 - July 2011
Motorola August 2000 - November 2008
Skills
Agile Methodologies, Perl, Unix, Java, Software Development, Multithreading, C#, SQL, C++, Object Oriented Design, XML, Python
Education
The University of Chicago - Booth School of Business 2007 — 2009
Master of Business Administration (MBA), Analytical Finance
Southern Illinois University, Carbondale 1997 — 1999
Master of Science (MS), Computer Science
Shanghai Jiao Tong University 1988 — 1995
Master of Science (MS), Materials Science
Northern Trust Hedge Fund Services February 2014 - Present
DPU: Food For Education June 2013 - June 2014
Northern Trust June 2013 - August 2013
DPU: Food For Education February 2013 - June 2013
Nuveen Investments June 2012 - February 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Analysis
Education
DePaul University 2011 — 2014
Accounting and Finance
Northern Trust Hedge Fund Services October 2013 - Present
Deutsche Bank January 2011 - October 2013
CapStone Investments June 2010 - December 2010
River Capital Advisors February 2009 - August 2009
Investment Management Group August 2008 - November 2008
Camarda Wealth Advisory Group June 2008 - August 2008
Ameris Bank March 2006 - June 2008
Skills
Equities, Fixed Income, Derivatives, Prime Brokerage, Equity Swaps, Investment Banking, Financial Risk, Finance, Back Office, Capital Markets, Trading, Bloomberg, Hedge Funds
Education
University of North Florida
Bachelors, Business Administration; Finance; Investments
NICE Actimize October 2014 - Present
SEP Technology Consulting, LLC July 2013 - April 2014
Northern Trust Hedge Fund Services 2012 - 2013
Omnium LLC 2010 - 2012
Citi 2009 - 2010
Citi 2008 - 2009
Lehman Brothers 2007 - 2008
Citi 2004 - 2007
Skills
SDLC, Agile Project Management, Agile & Waterfall..., Scrum, RAD, JAD, RUP, CMM, Business Process..., Process Modeling, N-tier, Business Workflows, Workflow Diagrams, Production Support, Project Management, Experienced Business..., Business Analysis..., Business Analysis, Relationship Management, Vendor Management, Data Mining, Technical Support, Business Requirements, Technical Writing, Client Relations Skills, Customer Oriented, Client Facing Skills, Reporting & Analysis, Executive Reporting, Report Writing, Metrics Reporting, Metric Development, Billing Process, Data Analysis, Hedge Funds, Project Planning, User Acceptance Testing, Risk Management, Operational Risk, Derivative Operations, Business Impact Analysis, Change Management, Use Case Analysis, Stakeholder Management, Process Improvement, End User Training, Process Flow..., Systems Analysis, Software Deployment, CRM
Education
Baruch College 2000 — 2004
Bachelor of Business Administration (BBA), Computer Information Systems
FLHS
Northern Trust Hedge Fund Services July 2011 - Present
Northern Trust March 1990 - Present
KPMG US July 1978 - March 1990
Education
Northwestern University 1991 — 1993
Master of Management, General Management
Illinois State University 1974 — 1978
Bachelor of Science (BS), Accounting