Northern Trust, NA
Description
Address: 40 W 57th St 21st floor, New York, NY 10019 Hours: Closed ⋅ Opens 9AM Thursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (212) 339-7474: : Place name: : Category: : : Website: : Website: https://locations.northerntrust.com/usa/ny/new-york/new-york-ny Category: Investment Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Northern Trust Posting publicly on the Web Write a review Reviews Be the first to review From Northern Trust "Northern Trust is proud to serve the New York community with global capabilities, meaningful insights and exceptional service. For more than 125 years, the world's wealthiest individuals, families and institutions have relied on Northern Trust for...More "Northern Trust is proud to serve the New York community with global capabilities, meaningful insights and exceptional service. For more than 125 years, the world's wealthiest individuals, families and institutions have relied on Northern Trust for effective solutions and ethical guidance across asset servicing, asset management and wealth management."
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Northern Trust, NA Employees
Employee
Years
Job
Industry
Connie May Connie May's Northern Trust, NA Experience March 2007 - July 2010
Job Vice President Trust Relationship Manager at US Bank, N.A.
Industry Financial Services
Experience
US Bank, N.A. 2013 - Present
CS May, CPA and Advisory Services December 2011 - January 2013
Northern Trust, NA March 2007 - July 2010
Morgan Stanley October 2000 - March 2006
Phelps Dodge December 1994 - June 1998
Ernst & Young June 1983 - May 1991
Skills
Finance, Tax, Wealth Management, CPA, Strategic Financial..., Management, Estate Planning, Business Planning, Estate Tax Planning, Asset Management, Investments, Accounting, Financial Services, Trusts, Financial Planning
Education
Arizona State University 1979 — 1983
BS
Arizona State University 1979 — 1983
Bachelor's degree
US Bank, N.A. 2013 - Present
CS May, CPA and Advisory Services December 2011 - January 2013
Northern Trust, NA March 2007 - July 2010
Morgan Stanley October 2000 - March 2006
Phelps Dodge December 1994 - June 1998
Ernst & Young June 1983 - May 1991
Skills
Finance, Tax, Wealth Management, CPA, Strategic Financial..., Management, Estate Planning, Business Planning, Estate Tax Planning, Asset Management, Investments, Accounting, Financial Services, Trusts, Financial Planning
Education
Arizona State University 1979 — 1983
BS
Arizona State University 1979 — 1983
Bachelor's degree
Monica C. Llanas Monica C. Llanas's Northern Trust, NA Experience January 2006 - January 2008
Job Sr. Account Manager, 2nd Vice President at The Northern Trust Co.
Industry Financial Services
Experience
The Northern Trust Co. 2009 - Present
Junior Achievement Houston January 2000 - September 2012
The Women's Resource of Greater Houston 2007 - 2012
Northern Trust, NA January 2006 - January 2008
Skills
Licensed Social Worker...
Education
Fundacion Ortega y Gasset - Spain
Certificate of Spanish Language
University of Houston-Clear Lake
Bachelor's degree
University of Minnesota-Twin Cities
Certificate of Journey to Leadership - an Independent Study Group
The Northern Trust Co. 2009 - Present
Junior Achievement Houston January 2000 - September 2012
The Women's Resource of Greater Houston 2007 - 2012
Northern Trust, NA January 2006 - January 2008
Skills
Licensed Social Worker...
Education
Fundacion Ortega y Gasset - Spain
Certificate of Spanish Language
University of Houston-Clear Lake
Bachelor's degree
University of Minnesota-Twin Cities
Certificate of Journey to Leadership - an Independent Study Group
Craig A. Sutton Craig A. Sutton's Northern Trust, NA Experience October 1998 - October 2011
Job Board Member and Chief Financial Officer of Rasa Floors
Industry Construction
Experience
Rasa Floors June 1996 - Present
Pearson Partners International 2007 - 2014
Northern Trust, NA October 1998 - October 2011
Sutton Resources Company 1993 - 1998
First City Bank - Dallas 1988 - 1993
Hrubetz Oil Company 1983 - 1986
InterFirst Bank Dallas 1967 - 1983
First National Bank in Dallas 1967 - 1983
Skills
Mergers, Asset Management, Strategic Planning, Negotiation, Customer Relations, Mediation, Financial Management, Executive Coaching, Asset Managment, Managerial Finance, Asset Allocation, Commercial Banking, Banking, Customer Service, Oil/Gas, Mergers & Acquisitions, Management, Investments, Valuation, Financial Services, Finance, Due Diligence, Portfolio Management, Budgets, Private Banking, Start-ups, Business Planning, Corporate Finance, Loans, Accounting, Financial Analysis, Financial Structuring, Private Equity, Venture Capital, Alternative Investments, Executive Management, Financial Modeling, Investment Management, Project Finance, Strategic Financial..., Treasury Management, Credit, Risk Management, Credit Analysis, Cash Management, Restructuring, Real Estate Economics
Education
Texas Tech University 1962 — 1968
Master of Business Administration (MBA), Accounting and Finance
Texas Tech University 1962 — 1967
MBA, Finance
Rasa Floors June 1996 - Present
Pearson Partners International 2007 - 2014
Northern Trust, NA October 1998 - October 2011
Sutton Resources Company 1993 - 1998
First City Bank - Dallas 1988 - 1993
Hrubetz Oil Company 1983 - 1986
InterFirst Bank Dallas 1967 - 1983
First National Bank in Dallas 1967 - 1983
Skills
Mergers, Asset Management, Strategic Planning, Negotiation, Customer Relations, Mediation, Financial Management, Executive Coaching, Asset Managment, Managerial Finance, Asset Allocation, Commercial Banking, Banking, Customer Service, Oil/Gas, Mergers & Acquisitions, Management, Investments, Valuation, Financial Services, Finance, Due Diligence, Portfolio Management, Budgets, Private Banking, Start-ups, Business Planning, Corporate Finance, Loans, Accounting, Financial Analysis, Financial Structuring, Private Equity, Venture Capital, Alternative Investments, Executive Management, Financial Modeling, Investment Management, Project Finance, Strategic Financial..., Treasury Management, Credit, Risk Management, Credit Analysis, Cash Management, Restructuring, Real Estate Economics
Education
Texas Tech University 1962 — 1968
Master of Business Administration (MBA), Accounting and Finance
Texas Tech University 1962 — 1967
MBA, Finance
Daniel T. Fleischer, Esq. Daniel T. Fleischer, Esq.'s Northern Trust, NA Experience April 2006 - January 2009
Job Cofounding Partner at FL Trusts & Estates Law Firm, LLC
Industry Law Practice
Experience
Daniel T. Fleischer, P.A. July 2012 - Present
FL Trusts & Estates Law Firm, LLC June 2012 - Present
Craig Donoff PA February 2010 - July 2012
Wells Fargo, The Private Bank January 2009 - February 2010
Northern Trust NA April 2006 - January 2009
Northern Trust Bank of Florida October 2004 - April 2006
CCH Incorporated September 2002 - October 2004
Internal Revenue Service, Estate & Gift Tax Division September 2001 - September 2002
BDPB 2000 - 2001
Southern District of Florida June 1999 - August 1999
Skills
Estate Planning, Trusts, Wills, Legal Research, Corporate Law, Wealth Management, Financial Planners, Legal Writing, Tax, Strategic Financial..., Retirement, High Net Worth..., Trust Services, Fiduciary, Marketing, Powers of Attorney, Finance, Investments, Trust Management, Trust, Litigation, Wealth Management..., Real Estate, Gift Tax, Charitable Trusts, Contract Negotiation, Insurance, Probate, Revocable Living Trusts, Wealth Preservation, Asset Managment, Financial Services, Asset Allocation, Banking, Tax Law, Retirement Planning, Equities, Courts, Asset Protection, Financial Planning, Asset Management, Probation, Social Networking, Estate Tax Planning, Estate Administration, Estate Law
Education
University of Miami School of Law 1997 — 2000
Juris Doctor; School of Business ADMINISTRATION, Master; and Bachelor, Business Administration; Business Administration; Finance
University of Miami 1993 — 2000
BA,JD,MBA, Finance and Law
Deerfield High School 1990 — 1993
Camp Coleman
University of Miami
Daniel T. Fleischer, P.A. July 2012 - Present
FL Trusts & Estates Law Firm, LLC June 2012 - Present
Craig Donoff PA February 2010 - July 2012
Wells Fargo, The Private Bank January 2009 - February 2010
Northern Trust NA April 2006 - January 2009
Northern Trust Bank of Florida October 2004 - April 2006
CCH Incorporated September 2002 - October 2004
Internal Revenue Service, Estate & Gift Tax Division September 2001 - September 2002
BDPB 2000 - 2001
Southern District of Florida June 1999 - August 1999
Skills
Estate Planning, Trusts, Wills, Legal Research, Corporate Law, Wealth Management, Financial Planners, Legal Writing, Tax, Strategic Financial..., Retirement, High Net Worth..., Trust Services, Fiduciary, Marketing, Powers of Attorney, Finance, Investments, Trust Management, Trust, Litigation, Wealth Management..., Real Estate, Gift Tax, Charitable Trusts, Contract Negotiation, Insurance, Probate, Revocable Living Trusts, Wealth Preservation, Asset Managment, Financial Services, Asset Allocation, Banking, Tax Law, Retirement Planning, Equities, Courts, Asset Protection, Financial Planning, Asset Management, Probation, Social Networking, Estate Tax Planning, Estate Administration, Estate Law
Education
University of Miami School of Law 1997 — 2000
Juris Doctor; School of Business ADMINISTRATION, Master; and Bachelor, Business Administration; Business Administration; Finance
University of Miami 1993 — 2000
BA,JD,MBA, Finance and Law
Deerfield High School 1990 — 1993
Camp Coleman
University of Miami
Robert Hanger Robert Hanger's Northern Trust, NA Experience September 2001 - February 2011
Job Managing Director Corporate Finance Division at Opus Bank
Industry Executive Office
Experience
Opus Bank April 2013 - Present
Linked Consulting Group - LCG Argyros October 2012 - March 2013
California Bank & Trust March 2011 - August 2012
Northern Trust, NA September 2001 - February 2011
Northern Trust, NA March 2006 - December 2006
Northern Trust Bank of California N.A., Los Angeles, CA August 2003 - March 2006
Northern Trust Bank of California N.A., Los Angeles, CA October 2001 - August 2003
Dale E. Hanger, CPA June 1998 - September 2001
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Strategic Planning, Budgets, Loans, Private Banking, Commercial Real Estate, Management, Forecasting, Business Development, Team Building, Business Strategy, Investments, Non-profits, Strategic Consulting, Cash Flow, Automotive, Nonprofits, Financial Budgeting, Manufacturing, Construction, Management Accounting, Medical Devices, Strategic Business..., Private Equity, Cash Flow Management, Managerial Accounting, Industrial Manufacturing, Automotive Industry, Automotive Aftermarket, Wholesale & Retail..., M&A support, Leveraged Buyouts, Mergers & Acquisitions
Education
Chapman University, The George L. Argyros School of Business and Economics 2012 — 2014
Master of Business Administration (MBA), Executive MBA - Emphasis in Corporate Finance
University of California, Los Angeles 2007 — 2008
Certificate, Financial Planning
California State University-Long Beach
Bachelor of Science, Business Finance
Opus Bank April 2013 - Present
Linked Consulting Group - LCG Argyros October 2012 - March 2013
California Bank & Trust March 2011 - August 2012
Northern Trust, NA September 2001 - February 2011
Northern Trust, NA March 2006 - December 2006
Northern Trust Bank of California N.A., Los Angeles, CA August 2003 - March 2006
Northern Trust Bank of California N.A., Los Angeles, CA October 2001 - August 2003
Dale E. Hanger, CPA June 1998 - September 2001
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Strategic Planning, Budgets, Loans, Private Banking, Commercial Real Estate, Management, Forecasting, Business Development, Team Building, Business Strategy, Investments, Non-profits, Strategic Consulting, Cash Flow, Automotive, Nonprofits, Financial Budgeting, Manufacturing, Construction, Management Accounting, Medical Devices, Strategic Business..., Private Equity, Cash Flow Management, Managerial Accounting, Industrial Manufacturing, Automotive Industry, Automotive Aftermarket, Wholesale & Retail..., M&A support, Leveraged Buyouts, Mergers & Acquisitions
Education
Chapman University, The George L. Argyros School of Business and Economics 2012 — 2014
Master of Business Administration (MBA), Executive MBA - Emphasis in Corporate Finance
University of California, Los Angeles 2007 — 2008
Certificate, Financial Planning
California State University-Long Beach
Bachelor of Science, Business Finance
David Massin's Northern Trust, NA Experience June 2010 - August 2011
Job Regional Private Banking Manager
Industry Financial Services
Experience
Wells Fargo Bank, NA August 2011 - Present
Northern Trust, NA June 2010 - August 2011
Northern Trust, NA May 2008 - June 2010
Skills
Financial Analysis, Banking, Wealth Management, Financial Planning, Investments, Real Estate, Portfolio Management, Business Planning, High Net Worth..., Asset Allocation, Strategic Planning, Microsoft Office, Financial Markets, Estate Planning, Mortgage Lending, Strategic Financial..., Finance, Wealth, Wealth Management..., Financial Services, Loans, Relationship Management, Financial Risk, Private Banking, Financial Advisory, Commercial Banking, Series 7, Credit, Asset Management, Commercial Lending, Investment Advisory
Education
Tulane University 1985 — 1989
Bachelor of Science Management, Accounting
Wells Fargo Bank, NA August 2011 - Present
Northern Trust, NA June 2010 - August 2011
Northern Trust, NA May 2008 - June 2010
Skills
Financial Analysis, Banking, Wealth Management, Financial Planning, Investments, Real Estate, Portfolio Management, Business Planning, High Net Worth..., Asset Allocation, Strategic Planning, Microsoft Office, Financial Markets, Estate Planning, Mortgage Lending, Strategic Financial..., Finance, Wealth, Wealth Management..., Financial Services, Loans, Relationship Management, Financial Risk, Private Banking, Financial Advisory, Commercial Banking, Series 7, Credit, Asset Management, Commercial Lending, Investment Advisory
Education
Tulane University 1985 — 1989
Bachelor of Science Management, Accounting
Tami Conetta Tami Conetta's Northern Trust, NA Experience January 2009 - March 2011
Job Advisory Services Practice Executive, East Region at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company February 2012 - Present
The Northern Trust Company 2012 - Present
The Northern Trust Company February 2011 - November 2012
Northern Trust, NA January 2009 - March 2011
Ruden McClosky May 1998 - December 2008
Gassman & Associates, P.A. August 1990 - April 1998
Skills
Trusts, Estate Administration, Succession Planning, Estate Tax Planning, Estate Planning, Securities, Corporate Law, Corporate Governance, Litigation, Wealth Management..., Charitable Trusts, Tax Law, Wills, Commercial Litigation, Wealth Management, Wealth, Estate Law, Legal Assistance, Asset Management, Fiduciary, Financial Planners, Financial Services, LLC, Courts, Asset Protection, Retirement Planning, Powers of Attorney, Fiduciary Services, High Net Worth..., Strategy, Financial Planning
Education
University of Florida - Fredric G. Levin College of Law 1988 — 1990
Juris Doctor, Law
Furman University 1983 — 1987
BA, Political Science
The Northern Trust Company February 2012 - Present
The Northern Trust Company 2012 - Present
The Northern Trust Company February 2011 - November 2012
Northern Trust, NA January 2009 - March 2011
Ruden McClosky May 1998 - December 2008
Gassman & Associates, P.A. August 1990 - April 1998
Skills
Trusts, Estate Administration, Succession Planning, Estate Tax Planning, Estate Planning, Securities, Corporate Law, Corporate Governance, Litigation, Wealth Management..., Charitable Trusts, Tax Law, Wills, Commercial Litigation, Wealth Management, Wealth, Estate Law, Legal Assistance, Asset Management, Fiduciary, Financial Planners, Financial Services, LLC, Courts, Asset Protection, Retirement Planning, Powers of Attorney, Fiduciary Services, High Net Worth..., Strategy, Financial Planning
Education
University of Florida - Fredric G. Levin College of Law 1988 — 1990
Juris Doctor, Law
Furman University 1983 — 1987
BA, Political Science
Michael Brin, CFP®, MBA Michael Brin, CFP®, MBA's Northern Trust, NA Experience June 2006 - May 2009
Job Wealth Advisor at BB&T Wealth
Industry Financial Services
Experience
BB&T April 2013 - Present
BB&T May 2009 - March 2013
Northern Trust, NA June 2006 - May 2009
Skills
Wealth Management, Investments, Series 7, Strategic Financial..., Asset Allocation, Portfolio Management, Retirement Planning, Securities, Financial Planning, Investment Advisory, Alternative Investments, Asset Management, Wealth, Financial Analysis, Mutual Funds, Series 63, Banking, Estate Planning
Education
University of Florida 2008 — 2010
Master of Business Administration (MBA)
The Ohio State University 2001 — 2004
Bachelor of Science (B.S.), Family Financial Management, CFP® Program
The Kent School 1996 — 1998
BB&T April 2013 - Present
BB&T May 2009 - March 2013
Northern Trust, NA June 2006 - May 2009
Skills
Wealth Management, Investments, Series 7, Strategic Financial..., Asset Allocation, Portfolio Management, Retirement Planning, Securities, Financial Planning, Investment Advisory, Alternative Investments, Asset Management, Wealth, Financial Analysis, Mutual Funds, Series 63, Banking, Estate Planning
Education
University of Florida 2008 — 2010
Master of Business Administration (MBA)
The Ohio State University 2001 — 2004
Bachelor of Science (B.S.), Family Financial Management, CFP® Program
The Kent School 1996 — 1998
Kim DeBerardis (Sooley)'s Northern Trust, NA Experience Leasing ClerkFirst National Bank of Florida2001 - 2005
Job Loan Associate at Northern Trust, NA
Industry Financial Services
Experience
Northern Trust, NA Leasing ClerkFirst National Bank of Florida2001 - 2005
First National Bank of Naples June 2000 - October 2003
Education
Western Governors University 2007 — 2009
Bachelors, Interdisciplinary Studies
Edison Community College 1993 — 1996
Northern Trust, NA Leasing ClerkFirst National Bank of Florida2001 - 2005
First National Bank of Naples June 2000 - October 2003
Education
Western Governors University 2007 — 2009
Bachelors, Interdisciplinary Studies
Edison Community College 1993 — 1996
Donna Petress-Miller's Northern Trust, NA Experience October 2004 - Present
Job VP Tax Division, Estate & Trust Administration at Northern Trust
Industry Accounting
Experience
The Northern Trust Company April 2011 - Present
Northern Trust, NA October 2004 - Present
Northern Trust, NA October 2004 - October 2010
Skills
Financial Reporting, Financial Analysis, Auditing
Education
Arizona State University 1974 — 1978
Bachelor of Science (BS), General Business Administration
Lake Park High School
The Northern Trust Company April 2011 - Present
Northern Trust, NA October 2004 - Present
Northern Trust, NA October 2004 - October 2010
Skills
Financial Reporting, Financial Analysis, Auditing
Education
Arizona State University 1974 — 1978
Bachelor of Science (BS), General Business Administration
Lake Park High School
Gwyneth Fournie, PHR's Northern Trust, NA Experience December 2007 - May 2009
Job Marketing and Strategic Development Professional
Industry Financial Services
Experience
Gwyneth Fournie,PHR March 2011 - Present
Northern Trust, NA December 2007 - May 2009
Indian River Medical Center July 2005 - November 2007
Olean Medical Group, LLP November 2000 - March 2004
American Cancer Society May 1996 - October 1999
Park Health Foundation January 1995 - January 1996
BellSouth Corporation January 1980 - January 1995
BellSouth 1980 - 1995
Skills
human resources, Marketing Communications, Strategic Planning, Healthcare, Telecommunications, Financial Services, Philanthropy, International Relations, Recruitments, Non-profit..., Human Resources, Organizational..., Training, Marketing, Strategy, Nonprofits, Research, Program Management, Business Development, Fundraising, Leadership, Policy, Event Management, Public Relations, Team Building, Customer Service, Media Relations, Teamwork, Community Development, Program Development, Volunteer Management, Budgets, Start-ups, Community Outreach, Management, Non-profits, Strategic Communications, Time Management, Marketing Strategy, Recruiting, Event Planning, Public Speaking, Grants, Business Strategy, Leadership Development, Coaching, Grant Writing, Advertising, Sales, Social Networking
Education
Rollins College 1976 — 1980
B.A, Business Administration and Communications
Stony Brook School 1972 — 1976
High School
stony brook school 1972 — 1976
Masters academy
stony brook school
Gwyneth Fournie,PHR March 2011 - Present
Northern Trust, NA December 2007 - May 2009
Indian River Medical Center July 2005 - November 2007
Olean Medical Group, LLP November 2000 - March 2004
American Cancer Society May 1996 - October 1999
Park Health Foundation January 1995 - January 1996
BellSouth Corporation January 1980 - January 1995
BellSouth 1980 - 1995
Skills
human resources, Marketing Communications, Strategic Planning, Healthcare, Telecommunications, Financial Services, Philanthropy, International Relations, Recruitments, Non-profit..., Human Resources, Organizational..., Training, Marketing, Strategy, Nonprofits, Research, Program Management, Business Development, Fundraising, Leadership, Policy, Event Management, Public Relations, Team Building, Customer Service, Media Relations, Teamwork, Community Development, Program Development, Volunteer Management, Budgets, Start-ups, Community Outreach, Management, Non-profits, Strategic Communications, Time Management, Marketing Strategy, Recruiting, Event Planning, Public Speaking, Grants, Business Strategy, Leadership Development, Coaching, Grant Writing, Advertising, Sales, Social Networking
Education
Rollins College 1976 — 1980
B.A, Business Administration and Communications
Stony Brook School 1972 — 1976
High School
stony brook school 1972 — 1976
Masters academy
stony brook school
Jody Denney's Northern Trust, NA Experience July 2005 - July 2011
Job Account Manager, Second Vice President at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company October 2012 - Present
The Northern Trust Company July 2011 - October 2012
Northern Trust, NA July 2005 - July 2011
Northern Trust Bank of Texas, NA March 2000 - July 2005
Nalco/Exxon Energy Chemicals, L.P. January 1999 - March 2000
Nalco/Exxon Energy Chemicals, L.P. August 1998 - January 1999
Skills
Asset Management, Portfolio Management, Estate Planning, Investment Management, Marketing, Wealth Management, Asset Allocation, Financial Advisory, Management, Investments
Education
Texas A&M University
Bachelor of Science (B.S.)
Texas Trust School
The Northern Trust Company October 2012 - Present
The Northern Trust Company July 2011 - October 2012
Northern Trust, NA July 2005 - July 2011
Northern Trust Bank of Texas, NA March 2000 - July 2005
Nalco/Exxon Energy Chemicals, L.P. January 1999 - March 2000
Nalco/Exxon Energy Chemicals, L.P. August 1998 - January 1999
Skills
Asset Management, Portfolio Management, Estate Planning, Investment Management, Marketing, Wealth Management, Asset Allocation, Financial Advisory, Management, Investments
Education
Texas A&M University
Bachelor of Science (B.S.)
Texas Trust School
Kristeen (Kris) Burks's Northern Trust, NA Experience May 2008 - August 2010
Job Senior Vice President at Bank of Texas
Industry Banking
Experience
Bank of Texas February 2013 - Present
Wells Fargo Private Bank August 2010 - February 2013
Northern Trust, NA May 2008 - August 2010
Comerica Bank 2006 - 2008
Texas Commerce Bank/Chase Bank 1991 - May 1996
First City Bank, Dallas 1989 - 1991
InterFirst Bank of Dallas 1981 - 1987
Skills
Certified Financial..., Wealth Management, Commercial Lending, Investments, Portfolio Management, Banking, Commercial Banking, Series 7, Private Banking, Wealth Management..., Credit Analysis, Loans, Asset Management, Credit, Series 63, Small Business Lending, Investment Advisory, Retirement Planning, Treasury Management, Mortgage Lending
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1981
MBA, Finance, accounting and marketing
University of Michigan
BS
Bank of Texas February 2013 - Present
Wells Fargo Private Bank August 2010 - February 2013
Northern Trust, NA May 2008 - August 2010
Comerica Bank 2006 - 2008
Texas Commerce Bank/Chase Bank 1991 - May 1996
First City Bank, Dallas 1989 - 1991
InterFirst Bank of Dallas 1981 - 1987
Skills
Certified Financial..., Wealth Management, Commercial Lending, Investments, Portfolio Management, Banking, Commercial Banking, Series 7, Private Banking, Wealth Management..., Credit Analysis, Loans, Asset Management, Credit, Series 63, Small Business Lending, Investment Advisory, Retirement Planning, Treasury Management, Mortgage Lending
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1981
MBA, Finance, accounting and marketing
University of Michigan
BS
Susan Chenault's Northern Trust, NA Experience January 2004 - Present
Job Vice President and Trust Officer at Northern Trust, NA
Industry Financial Services
Experience
Northern Trust, NA January 2004 - Present
Gould Cooksey Fennell, P.A. April 1997 - January 2004
Skills
Trusts, Wealth Management, High Net Worth..., Civil Litigation, Investment Management, Real Estate, Estate Planning, Banking, Equities, Loans, Legal Research, Alternative Investments, Securities, Estate Administration, Litigation, Investment Advisory, Retirement Planning, Customer Service, Investments, Asset Management, Corporate Law, Estate Tax Planning, Strategic Financial..., Risk Management, Nonprofits, Public Speaking, Strategic Planning, Planned Giving, Portfolio Management, Commercial Litigation, Trust Services, Legal Writing, Financial Analysis, Real Estate Transactions
Education
American University Washington College of Law 1990 — 1995
J.D.
Sewanee-The University of the South 1979 — 1983
B.A., Political Science
Northern Trust, NA January 2004 - Present
Gould Cooksey Fennell, P.A. April 1997 - January 2004
Skills
Trusts, Wealth Management, High Net Worth..., Civil Litigation, Investment Management, Real Estate, Estate Planning, Banking, Equities, Loans, Legal Research, Alternative Investments, Securities, Estate Administration, Litigation, Investment Advisory, Retirement Planning, Customer Service, Investments, Asset Management, Corporate Law, Estate Tax Planning, Strategic Financial..., Risk Management, Nonprofits, Public Speaking, Strategic Planning, Planned Giving, Portfolio Management, Commercial Litigation, Trust Services, Legal Writing, Financial Analysis, Real Estate Transactions
Education
American University Washington College of Law 1990 — 1995
J.D.
Sewanee-The University of the South 1979 — 1983
B.A., Political Science
Alicia Aponte's Northern Trust, NA Experience May 1998 - May 2009
Job Vice President Estate Administration at Northern Trust
Industry Financial Services
Experience
The Northern Trust Company January 2010 - Present
Northern Trust, NA May 1998 - May 2009
Bank of America December 1988 - May 1998
Education
University of South Florida - College of Business Administration
Bachelor of Arts (B.A.), Accounting and Management
The Northern Trust Company January 2010 - Present
Northern Trust, NA May 1998 - May 2009
Bank of America December 1988 - May 1998
Education
University of South Florida - College of Business Administration
Bachelor of Arts (B.A.), Accounting and Management
Stefanie-Jo Osborn's Northern Trust, NA Experience November 2009 - July 2010
Job Private Banking Professional
Industry Banking
Experience
Seniors Helping Seniors February 2013 - Present
Northern Trust, NA November 2009 - July 2010
Harris Private Bank November 2007 - November 2008
Barry G. Segal, P.A May 2006 - August 2007
Skills
Administrative..., Management, Administrative..., Data Entry, Legal Writing, Software Documentation
Education
Florida Trust School 2008 — 2008
Florida State University 1999 — 2002
Bachelor of Arts, French Language and International Affairs
Seniors Helping Seniors February 2013 - Present
Northern Trust, NA November 2009 - July 2010
Harris Private Bank November 2007 - November 2008
Barry G. Segal, P.A May 2006 - August 2007
Skills
Administrative..., Management, Administrative..., Data Entry, Legal Writing, Software Documentation
Education
Florida Trust School 2008 — 2008
Florida State University 1999 — 2002
Bachelor of Arts, French Language and International Affairs
maritza santa cruz's Northern Trust, NA Experience February 2011 - February 2012
Job Financial Services Professional
Industry Financial Services
Experience
Northern Trust NA February 2011 - February 2012
Northern Trust 2011 - 2012
City National Bank of Florida January 2009 - January 2011
Skills
Banking, Lotus Notes, Microsoft Excel, Spreadsheets, Outlook, Analysis, Administrative..., Customer Service
Education
Miami Dade College
Associates Degree; Graduate, Financial Services
Northern Trust NA February 2011 - February 2012
Northern Trust 2011 - 2012
City National Bank of Florida January 2009 - January 2011
Skills
Banking, Lotus Notes, Microsoft Excel, Spreadsheets, Outlook, Analysis, Administrative..., Customer Service
Education
Miami Dade College
Associates Degree; Graduate, Financial Services