Securant Bank & Trust
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Securant Bank & Trust Employees
Community Health Charities March 2015 - Present
Midland States Bank March 2013 - February 2015
Securant Bank & Trust June 2008 - February 2013
First Capital Surety & Trust Company May 2007 - May 2008
Irwin Union Bank February 2003 - July 2006
Irwin Union Bank April 2004 - November 2005
U.S. Bank, a division of U.S. Bancorp 1984 - February 2003
U.S. Bank, a division of U.S. Bancorp 1992 - 1997
U.S. Bank, a division of U.S. Bancorp 1987 - 1991
U.S. Bank, a division of U.S. Bancorp 1984 - 1987
Skills
Strategic Leadership, Strategic Planning, Product Development, Management, Team Leadership, Strategy, Process Improvement, Leadership, Team Building, Financial Analysis, Budgets, Customer Service, Employee Benefits, Sales Management, Negotiation, Portfolio Management, Financial Services, Banking, Business Planning, Wealth Management, Insurance, Risk Management, Commercial Lending
Education
Lakeland College
Bachelors of Science, Business Administration and Management, General
GE Capital Commercial Lending & Leasing North America June 2012 - Present
Independent Consultant November 2009 - Present
Bazonic Technologies 2001 - May 2014
Securant Bank & Trust January 2012 - June 2012
Southport Bank March 2009 - July 2010
Merrill Lynch July 2006 - June 2008
GE Commercial Finance March 2005 - July 2006
GE Commercial Finance May 2004 - March 2005
GE Commercial Finance October 2001 - May 2004
Heller Financial June 1999 - October 2001
Skills
Loans, Risk Management, Program Management, Cross-functional Team..., Business Process..., Strategic Planning, Project Management, Leadership, Six Sigma, Process Improvement, Management, Financial Services, Business Process..., Banking, Strategy, Credit, Analysis, Portfolio Management, Mergers, Integration, Software Documentation, Operational Risk..., Change Management, Business Analysis, Due Diligence, Relationship Management, Mergers & Acquisitions
Education
GE Crotonville 2015 — 2015
Leadership - Advanced Manager Course
GE Crotonville 2015 — 2015
Change Acceleration Process Coach
GE Crotonville 2015 — 2015
Influencing Skills
GE Crotonville 2015 — 2015
Effective Meeting Facilitation
GE Crotonville 2015 — 2015
Leading in a Matrixed Organization
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
Prerequisite Program for MBA with E-Commerce focus
American Institute for Paralegal Studies 1996 — 1997
Paralegal Certificate
University of Wisconsin-Madison 1987 — 1993
Bachelor of Arts, Double Major: Political Science & International Relations; Minor in Spanish
PMPerfect
Project Management Professional (PMP) Certification
Securant Bank & Trust February 2014 - Present
Northern Trust 2008 - August 2011
Family Business Alliance 2008 - 2011
Grubb & Ellis, WMLAR 2001 - 2008
Old Kent/Fifth Third 1994 - 2000
Skills
Financial Analysis, Banking, Credit, Commercial Lending, Loans, Real Estate, Mortgage Lending, Customer Service
Education
Michigan State University 1986 — 1991
BS
High School
JWLohre LLC May 2010 - Present
Marquette University August 1975 - Present
Rotary 2009 - 2010
Securant Bank & Trust 2009 - 2010
Milw Estate Planners Forum 1974 - 2010
Mid Wisconsin Wealth Management February 2007 - February 2009
PORT WASHINGTON STATE BANK 2001 - 2007
JPMorgan 1974 - 1994
Bank One 1974 - 1994
St. Michael's Hospital 1980 - 1990
Skills
Asset Managment, Private Banking
Education
Marquette University 1965 — 1974
BSCE, MBA, JD, Civil Engineering, business, law
Securant Bank & Trust February 2007 - Present
MEPF 2009 - 2011
Marquette University 2009 - 2010
Milwaukee Estate Planners Forum 1990 - 2010
Mid-Wisconsin Bank 2007 - 2009
Mid-Wisconsin Wealth Management 2007 - 2009
Securant Bank & Trust - Wealth Management Group February 2007 - April 2008
PORT WASHINGTON STATE BANK 2001 - 2007
US Bank 1998 - 2001
Marine National Exchange Bank 1975 - 1994
Education
Marquette University 1965 — 1974
BSCE, MBA, JD, Business
Securant Bank & Trust October 2011 - Present
McHenry School District 15 2009 - May 2013
Johnson Bank September 2011 - October 2011
Exelon Corporation May 2011 - August 2011
AMCORE Bank now Harris N.A. October 2007 - August 2010
Cardunal Savings Bank September 2002 - September 2007
Prairie State Bank now Prairie Community Bank August 2001 - September 2002
H&R Block January 1997 - April 2002
Benedictine University, Lisle, IL, 6/1995-12/2001, College of DuPage, Glen Ellyn, IL, 9/1995-6/1996 June 1995 - December 2001
Illinois State University, 1987-1994, Illinois Wesleyan University,1992-1995 August 1987 - May 1995
Skills
Accounting, Financial Analysis, Auditing, Internal Controls, Internal Audit, Loans, Banking, Credit, Analysis, Finance, Process Improvement, Management, Investments, Tax, Sarbanes-Oxley Act, Payroll
Education
Illinois State University 1987 — 1988
MS, Accounting
Illinois State University 1980 — 1984
BS, Accounting
Securant Bank & Trust May 2014 - Present
Layton State Bank July 2012 - May 2014
Layton State Bank April 2006 - July 2012
Wisconsin Women's Business Initiative Corp. October 2000 - April 2006
M&I Marshall & Ilsley Bank September 1980 - March 1990
Skills
Fluent Spanish, Spanish, Banking, Credit, Commercial Lending, Loans, Commercial Banking, Customer Service, Retail Banking, Community Outreach, Budgets, Finance, Mortgage Lending, Business Planning, Small Business Lending, Credit Analysis, Financial Analysis, Cash Management, Lines Of Credit, Consumer Lending, Loan Origination, Portfolio Management, Small Business, Commercial Real Estate, Social Networking
Education
St. Norbert College 1973 — 1977
Bachelor of Arts, Performing Arts Administration
St. Norbert College
Bachelor of Arts (B.A.)
United Way of Greater Milwaukee & Waukesha County August 2014 - December 2014
Securant Bank & Trust June 2009 - September 2010
Johnson Controls July 1994 - August 1996
Johnson Controls May 1991 - July 1994
Marshall & Ilsley Corporation October 1988 - April 1991
Skills
Financial Analysis, Administration, Internal Audit, Accounting, Communication, Microsoft Excel, Training, Analysis
Education
Colorado State University
Bachelor of Science, Business Administration - Finance
University of Colorado Denver
Master of Business Administration (MBA), Business
Carroll College
Accounting
Securant Bank & Trust 1994 - Present
Associated Bank 1973 - 1994
Education
Marquette University 1976 — 1980
MBA, Business Administration
Macalester College 1969 — 1973
BA, Economics, Political Science
The Lutheran Home February 2012 - Present
Merge Healthcare December 2008 - February 2012
Performance Marketing, Inc. 2003 - 2008
Komisar Brady & Co., LLP 2000 - 2003
Parker Floor Covering Co 1996 - 2000
Securant Bank & Trust 1993 - 1996
Wendys International 1989 - 1993
Skills
Accounts Payable, General Ledger, Account Reconciliation, Payroll, Accounts Receivable, HIPAA, Customer Service, Microsoft Office, Journal Entries, Healthcare, Fixed Assets, Bookkeeping, ADP Payroll
Education
Lakeland College 2013 — 2016
Bachelor of Arts (B.A.), Accounting
University of Wisconsin-Milwaukee 1996 — 2001
BA, Psychology
Securant Bank & Trust 2003 - 2010
Education
Milwaukee School of Engineering
Securant Bank & Trust October 2013 - Present
Montecito Bank & Trust June 2008 - Present
Montecito Bank & Trust July 2006 - June 2008
Montecito Bank & Trust November 2001 - June 2006
Montecito Bank & Trust July 1985 - November 2001
Skills
AML/BSA Policy..., Suspicious Activity..., Compliance Risk..., Business Continuity..., MS Word, Power Point,..., Fiserv Applications...
Education
National Compliance School-American Bankers Association
Santa Barbara City College
Associate's degree, General Studies