The Northern Trust Company
Industry: Financial services company
DescriptionNorthern Trust Corporation is a financial services company organized in Delaware and headquartered in Chicago, Illinois that caters to corporations, institutional investors, and high net worth individuals. The company has 85 offices in 18 US states and 20 countries. Headquarters: Chicago, Illinois, United States CEO: Michael G. O'Grady (1 Jan 2018–) Assets under management: 1.2 trillion USD (As of December 31, 2017.) Subsidiaries: NORTHERN TRUST CO,
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The Northern Trust Company Employees
Employee
Years
Job
Industry
Kristen Guggeis Kristen Guggeis's The Northern Trust Company Experience 1996 - Present
Job Senior Vice President at The Northern Trust Company
Industry Banking
Experience
The Northern Trust Company 1996 - Present
Citibank 1995 - 1996
Bank of Montreal 1991 - 1996
Skills
Defined Benefit, defined contribution, 401k, Investment Products, New Business Development, Alternative Investments, Multinational, Global Strategy, Defined Contribution, Investments, Series 7, Asset Allocation, Portfolio Management, Securities, Mutual Funds, Asset Management, CRM, Wealth Management, Investment Management, Hedge Funds, Risk Management
Education
DePauw University 1983 — 1987
BA, Economics
Nanzan University 1986 — 1986
Japanese language and art history
The Northern Trust Company 1996 - Present
Citibank 1995 - 1996
Bank of Montreal 1991 - 1996
Skills
Defined Benefit, defined contribution, 401k, Investment Products, New Business Development, Alternative Investments, Multinational, Global Strategy, Defined Contribution, Investments, Series 7, Asset Allocation, Portfolio Management, Securities, Mutual Funds, Asset Management, CRM, Wealth Management, Investment Management, Hedge Funds, Risk Management
Education
DePauw University 1983 — 1987
BA, Economics
Nanzan University 1986 — 1986
Japanese language and art history
Patty Weiland Patty Weiland's The Northern Trust Company Experience September 1993 - June 2000
Job Principal and Owner at PAW Consulting, LLC
Industry Financial Services
Experience
PAW Consulting, LLC July 2014 - Present
GuideStone Financial August 2000 - January 2014
The Northern Trust Company September 1993 - June 2000
Bank of America (formerly NationsBank, First Republic) November 1987 - July 1991
JPMorgan Chase June 1981 - November 1987
Skills
Financial Services, Mutual Funds, Investment Management, Banking, Asset Management, Executive Management, New Business Development, Strategic Planning, Wealth Management, Customer Service, Budgets, Financial Analysis, Operations Management, Accounting, Microsoft Excel, Microsoft Office, New Product Ideas, Customer and Product..., Microsoft Word, Outlook, PowerPoint, Financial Reporting, Sales Process, New Product..., Consulting, Relationship Management, Change Management, Investments, Management, Securities, Equities
Education
Emporia State University 1977 — 1981
Bachelor's degree, Accounting
PAW Consulting, LLC July 2014 - Present
GuideStone Financial August 2000 - January 2014
The Northern Trust Company September 1993 - June 2000
Bank of America (formerly NationsBank, First Republic) November 1987 - July 1991
JPMorgan Chase June 1981 - November 1987
Skills
Financial Services, Mutual Funds, Investment Management, Banking, Asset Management, Executive Management, New Business Development, Strategic Planning, Wealth Management, Customer Service, Budgets, Financial Analysis, Operations Management, Accounting, Microsoft Excel, Microsoft Office, New Product Ideas, Customer and Product..., Microsoft Word, Outlook, PowerPoint, Financial Reporting, Sales Process, New Product..., Consulting, Relationship Management, Change Management, Investments, Management, Securities, Equities
Education
Emporia State University 1977 — 1981
Bachelor's degree, Accounting
Rosa Compean's The Northern Trust Company Experience 1990 - 1994
Job Sr. Director Product Marketing & Innovation at Sambazon
Industry Consumer Goods
Experience
Sambazon April 2015 - Present
Zola Fruits of the World (Coconut Water & Acai Juices) January 2014 - March 2015
Clif Bar & Company June 2012 - November 2013
Peet's Coffee & Tea 2007 - 2012
Williams-Sonoma, Inc. 2006 - 2007
Jamba Juice Co. January 2000 - June 2006
Nestle S.A. 2000 - 2001
Nestle S.A. 1996 - 2000
The Northern Trust Company 1990 - 1994
Skills
Fluent in Spanish, Brand Management, Product Innovation, Merchandising, Product Marketing, Consumer Research, Multi-channel Marketing, Business Analytics, Competitive Analysis, Cross-functional Team..., Direct Marketing, Marketing Strategy, Customer Insight, Social Media, Digital Media, Strategy, Marketing, Integrated Marketing, Income Statement, Product Development, Leadership, Strategic Planning, Segmentation, Product Management, Advertising, Brand Architecture, P&L Management, Marketing Research, P&L
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
MBA, Marketing/Marketing Management, General
DePaul University 1986 — 1990
BS, Finance
The University of Chicago
Executive Education, New Product Development
Sambazon April 2015 - Present
Zola Fruits of the World (Coconut Water & Acai Juices) January 2014 - March 2015
Clif Bar & Company June 2012 - November 2013
Peet's Coffee & Tea 2007 - 2012
Williams-Sonoma, Inc. 2006 - 2007
Jamba Juice Co. January 2000 - June 2006
Nestle S.A. 2000 - 2001
Nestle S.A. 1996 - 2000
The Northern Trust Company 1990 - 1994
Skills
Fluent in Spanish, Brand Management, Product Innovation, Merchandising, Product Marketing, Consumer Research, Multi-channel Marketing, Business Analytics, Competitive Analysis, Cross-functional Team..., Direct Marketing, Marketing Strategy, Customer Insight, Social Media, Digital Media, Strategy, Marketing, Integrated Marketing, Income Statement, Product Development, Leadership, Strategic Planning, Segmentation, Product Management, Advertising, Brand Architecture, P&L Management, Marketing Research, P&L
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
MBA, Marketing/Marketing Management, General
DePaul University 1986 — 1990
BS, Finance
The University of Chicago
Executive Education, New Product Development
Christine Gomez, MBA Christine Gomez, MBA's The Northern Trust Company Experience May 2013 - Present
Job Officer, Tax Technician at The Northern Trust Company
Industry Banking
Experience
The Northern Trust Company May 2013 - Present
The Northern Trust Company 2006 - 2013
The Northern Trust Company 2004 - 2006
The Northern Trust Company 1998 - 2004
Skills
Finance, Accounting, Financial Analysis, Account Reconciliation, Banking, Financial Reporting, Diversity & Inclusion, Due Diligence, Organizational..., Cash Management, Bloomberg, Bilingual-English/Spanis..., 25 years in the Banking..., Notary Public, Exceptional People..., Work Ethic, Multi Tasking, Process Improvement, Mutual Funds, Fund Administration, Financial Services, Computer Proficiency, Financial Accounting, Equities, Business Analysis, Leadership, Presentations, Accounts Payable, Securities, Accounts Receivable, General Ledger, Alternative Investments, Business Process..., Trust Services, Analysis, Dividends, Tax, Alternative Assets
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Master of Business Administration (MBA), Finance, General
DeVry University-Illinois 2008 — 2010
Bachelor of Technology (B.Tech.), Finance, General
The Northern Trust Company May 2013 - Present
The Northern Trust Company 2006 - 2013
The Northern Trust Company 2004 - 2006
The Northern Trust Company 1998 - 2004
Skills
Finance, Accounting, Financial Analysis, Account Reconciliation, Banking, Financial Reporting, Diversity & Inclusion, Due Diligence, Organizational..., Cash Management, Bloomberg, Bilingual-English/Spanis..., 25 years in the Banking..., Notary Public, Exceptional People..., Work Ethic, Multi Tasking, Process Improvement, Mutual Funds, Fund Administration, Financial Services, Computer Proficiency, Financial Accounting, Equities, Business Analysis, Leadership, Presentations, Accounts Payable, Securities, Accounts Receivable, General Ledger, Alternative Investments, Business Process..., Trust Services, Analysis, Dividends, Tax, Alternative Assets
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Master of Business Administration (MBA), Finance, General
DeVry University-Illinois 2008 — 2010
Bachelor of Technology (B.Tech.), Finance, General
Paul Greggory Haller Paul Greggory Haller's The Northern Trust Company Experience July 2014 - Present
Job Vice President & Wealth Strategist at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company July 2014 - Present
The Northern Trust Company March 2014 - July 2014
The Northern Trust Company February 2011 - March 2014
Skills
Wealth Management, Investments, Financial Services, Securities, Banking, Portfolio Management, Asset Management, Mutual Funds, Asset Allocation, Financial Analysis, Analysis, Private Banking
Education
Florida International University 1997 — 1999
The Northern Trust Company July 2014 - Present
The Northern Trust Company March 2014 - July 2014
The Northern Trust Company February 2011 - March 2014
Skills
Wealth Management, Investments, Financial Services, Securities, Banking, Portfolio Management, Asset Management, Mutual Funds, Asset Allocation, Financial Analysis, Analysis, Private Banking
Education
Florida International University 1997 — 1999
Yu (Rebecca) Qiao Yu (Rebecca) Qiao's The Northern Trust Company Experience 2010 - 2011
Job Certified Financial Risk Manager, Financial Analyst
Industry Financial Services
Experience
Seeking Next Job Opportunity January 2013 - Present
The Northern Trust Company 2010 - 2011
Skills
Risk Management, Financial Statement..., Analysis, Corporate Finance, Derivatives, Finance, Financial Risk, Financial Services
Education
Illinois Institute of Technology 2008 — 2010
Master of Science (M.S.), Finance, General
Shanghai University of Finance and Economics 2004 — 2008
Bachelor's degree, Finance, General
Seeking Next Job Opportunity January 2013 - Present
The Northern Trust Company 2010 - 2011
Skills
Risk Management, Financial Statement..., Analysis, Corporate Finance, Derivatives, Finance, Financial Risk, Financial Services
Education
Illinois Institute of Technology 2008 — 2010
Master of Science (M.S.), Finance, General
Shanghai University of Finance and Economics 2004 — 2008
Bachelor's degree, Finance, General
Fred Weber Fred Weber's The Northern Trust Company Experience May 2011 - Present
Job Central Region Estate Settlement Services Practice Leader at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation August 2015 - Present
The John Marshall Law School January 2013 - Present
The Northern Trust Company May 2011 - Present
JPMorgan Chase Bank, N.A. January 2004 - May 2011
Levin & Schreder, Ltd. April 2000 - January 2004
Fox and Grove, Chartered December 1998 - March 2000
Jewish Federation/Jewish United Fund of Metropolitan Chicago September 1997 - November 1998
Bronson & Kahn, LLC January 1996 - June 1997
U.S. Senator Paul Wellstone 1991 - 1994
Skills
Estate Administration, Personal Trust..., Trust Services, Estate Planning, Revocable Trusts, Probate Administration, Estate Tax Planning, High Net Worth..., Tax Law, Trusts, Estate Law, Wills, Public Speaking, Tax, Asset Protection, Wealth Management, Asset Management, Wealth Management...
Education
DePaul University College of Law 1994 — 1997
Juris Doctor, Law
University of Minnesota-Twin Cities 1987 — 1991
Bachelor of Arts, International Relations and History
Northern Trust Corporation August 2015 - Present
The John Marshall Law School January 2013 - Present
The Northern Trust Company May 2011 - Present
JPMorgan Chase Bank, N.A. January 2004 - May 2011
Levin & Schreder, Ltd. April 2000 - January 2004
Fox and Grove, Chartered December 1998 - March 2000
Jewish Federation/Jewish United Fund of Metropolitan Chicago September 1997 - November 1998
Bronson & Kahn, LLC January 1996 - June 1997
U.S. Senator Paul Wellstone 1991 - 1994
Skills
Estate Administration, Personal Trust..., Trust Services, Estate Planning, Revocable Trusts, Probate Administration, Estate Tax Planning, High Net Worth..., Tax Law, Trusts, Estate Law, Wills, Public Speaking, Tax, Asset Protection, Wealth Management, Asset Management, Wealth Management...
Education
DePaul University College of Law 1994 — 1997
Juris Doctor, Law
University of Minnesota-Twin Cities 1987 — 1991
Bachelor of Arts, International Relations and History
Jannay Johnson's The Northern Trust Company Experience August 2013 - July 2015
Job Officer at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company August 2013 - July 2015
Skills
PowerPoint, Microsoft Word, Public Speaking, Microsoft Office, Microsoft Excel, Research, Customer Service, Editing, Event Planning, Social Media, Non-profits, Public Relations, Event Management, Teaching, Project Planning, Project Management, Commercial Litigation, Data Analysis, Community Outreach, Leadership, Nonprofits, Social Networking
Education
Howard University School of Law 2015 — 2018
Juris Doctor (J.D.)
Howard University 2009 — 2013
Bachelor of Science (B.S.), Political Science
The Northern Trust Company August 2013 - July 2015
Skills
PowerPoint, Microsoft Word, Public Speaking, Microsoft Office, Microsoft Excel, Research, Customer Service, Editing, Event Planning, Social Media, Non-profits, Public Relations, Event Management, Teaching, Project Planning, Project Management, Commercial Litigation, Data Analysis, Community Outreach, Leadership, Nonprofits, Social Networking
Education
Howard University School of Law 2015 — 2018
Juris Doctor (J.D.)
Howard University 2009 — 2013
Bachelor of Science (B.S.), Political Science
Sona Brown Sona Brown's The Northern Trust Company Experience January 2007 - September 2010
Job Financial Institution Specialist at Federal Deposit Insurance Corporation (FDIC)
Industry Government Administration
Experience
Federal Deposit Insurance Corporation (FDIC) June 2014 - Present
Federal Deposit Insurance Corporation (FDIC) October 2010 - May 2014
The Northern Trust Company January 2007 - September 2010
The Northern Trust Company March 2003 - March 2005
The Northern Trust Company February 2000 - March 2003
First Data Corporation November 1998 - November 1999
The Northern Trust Company 1985 - 1998
Skills
Risk Management, Financial Analysis, Financial Reporting, Due Diligence, Banking, Change Management, Loans, Business Analysis, Credit, Asset Managment, Portfolio Management, Equities, Asset Management, Mortgage Lending, Training, Underwriting, Management, Leadership, Customer Satisfaction, Credit Analysis, Strategic Planning, Negotiation, Financial Services, Finance, Financial Modeling, Analysis, Commercial Lending
Education
University of St. Francis 2008 — 2011
Masters, Management, 3.88
DePaul University
Bachelors, Business, 3.57
Federal Deposit Insurance Corporation (FDIC) June 2014 - Present
Federal Deposit Insurance Corporation (FDIC) October 2010 - May 2014
The Northern Trust Company January 2007 - September 2010
The Northern Trust Company March 2003 - March 2005
The Northern Trust Company February 2000 - March 2003
First Data Corporation November 1998 - November 1999
The Northern Trust Company 1985 - 1998
Skills
Risk Management, Financial Analysis, Financial Reporting, Due Diligence, Banking, Change Management, Loans, Business Analysis, Credit, Asset Managment, Portfolio Management, Equities, Asset Management, Mortgage Lending, Training, Underwriting, Management, Leadership, Customer Satisfaction, Credit Analysis, Strategic Planning, Negotiation, Financial Services, Finance, Financial Modeling, Analysis, Commercial Lending
Education
University of St. Francis 2008 — 2011
Masters, Management, 3.88
DePaul University
Bachelors, Business, 3.57
S. Blair Korschun (CRCMP, MBA) S. Blair Korschun (CRCMP, MBA)'s The Northern Trust Company Experience May 1986 - November 1987
Job President CEO at CU Direct Connect
Industry Financial Services
Experience
Encore Capital Group February 2007 - June 2011
JPMorgan Chase February 2003 - February 2007
Capital One Financial March 1998 - January 2003
Wholesale Beverage Company January 1995 - November 1997
Pepsi-Cola Company December 1987 - December 1994
The Northern Trust Company May 1986 - November 1987
Skills
Credit Cards, Auto Finance, Mortgage Servicing, Collections, Business Strategy, Strategic Analysis, Operations Management, Risk Management, Risk Analysis, Credit Risk, Compliance Management, Business Analysis, Process Improvement, New Business Development, Client Services, Client Development, Customer Service, Default, Profit Improvement, P&L Management, Beverage Industry, Portfolio Optimization, Data Modeling, Statistical Modeling, Loan Origination, Loan Servicing, Project Planning, Project Implementation, People Management, Change Leadership, Strategic Leadership, Change Management, Legal Compliance, Outsourcing Management, Offshore Operations, Wholesale, Distribution Management, Financial Analysis, Financial Modeling, Financial Management, Bankruptcy, Conference Speaking, Public Speaking, Strategic Planning, Sales Presentations, Board Presentations, SOX, Enterprise Risk..., SAS70, Finance
Education
University of Chicago 1984 — 1986
MBA, Business - Finance & Production Operations
Duke University 1980 — 1984
BS, Triple Major - Computer Science, Mathematics, Economics
Encore Capital Group February 2007 - June 2011
JPMorgan Chase February 2003 - February 2007
Capital One Financial March 1998 - January 2003
Wholesale Beverage Company January 1995 - November 1997
Pepsi-Cola Company December 1987 - December 1994
The Northern Trust Company May 1986 - November 1987
Skills
Credit Cards, Auto Finance, Mortgage Servicing, Collections, Business Strategy, Strategic Analysis, Operations Management, Risk Management, Risk Analysis, Credit Risk, Compliance Management, Business Analysis, Process Improvement, New Business Development, Client Services, Client Development, Customer Service, Default, Profit Improvement, P&L Management, Beverage Industry, Portfolio Optimization, Data Modeling, Statistical Modeling, Loan Origination, Loan Servicing, Project Planning, Project Implementation, People Management, Change Leadership, Strategic Leadership, Change Management, Legal Compliance, Outsourcing Management, Offshore Operations, Wholesale, Distribution Management, Financial Analysis, Financial Modeling, Financial Management, Bankruptcy, Conference Speaking, Public Speaking, Strategic Planning, Sales Presentations, Board Presentations, SOX, Enterprise Risk..., SAS70, Finance
Education
University of Chicago 1984 — 1986
MBA, Business - Finance & Production Operations
Duke University 1980 — 1984
BS, Triple Major - Computer Science, Mathematics, Economics
MICHAEL CAMPAGNA, CFA, CTP MICHAEL CAMPAGNA, CFA, CTP's The Northern Trust Company Experience August 2006 - 2012
Job Portfolio Risk | Asset Liability Management | Investment Operations | Treasury
Industry Financial Services
Experience
Duff & Phelps Investment Management Co. 2014 - Present
Neuberger Berman 2012 - 2013
The Northern Trust Company August 2006 - 2012
Northern Trust 2004 - 2006
Northern Trust 2001 - 2004
Northern Trust 1996 - 2001
Northern Trust 1993 - 1996
Liberty Bank for Savings 1990 - 1993
Skills
Fixed Income, Risk Management, Derivatives, Financial Modeling, Securities, Financial Risk, Bloomberg, Investments, Financial Analysis, Treasury Management, Project Management, Microsoft Excel, Cash Flow Forecasting, Swaps, Pension Administration, Access, FX Hedging, Risk, Marathon, Trail Running, High Performance Driving, Classic Car, ALM
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Northern Illinois University
B.S., Finance
Duff & Phelps Investment Management Co. 2014 - Present
Neuberger Berman 2012 - 2013
The Northern Trust Company August 2006 - 2012
Northern Trust 2004 - 2006
Northern Trust 2001 - 2004
Northern Trust 1996 - 2001
Northern Trust 1993 - 1996
Liberty Bank for Savings 1990 - 1993
Skills
Fixed Income, Risk Management, Derivatives, Financial Modeling, Securities, Financial Risk, Bloomberg, Investments, Financial Analysis, Treasury Management, Project Management, Microsoft Excel, Cash Flow Forecasting, Swaps, Pension Administration, Access, FX Hedging, Risk, Marathon, Trail Running, High Performance Driving, Classic Car, ALM
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Northern Illinois University
B.S., Finance
Robert Nale Robert Nale's The Northern Trust Company Experience January 1990 - January 1995
Job Tax Manager at Fluidigm Corporation
Industry Accounting
Experience
Fluidigm Corporation May 2012 - Present
Bella Luna Enterprises July 2010 - May 2012
SureWest Communications December 2007 - June 2010
Bella Luna Enterprises January 2007 - December 2007
Waste Connections, Inc February 2003 - December 2006
Deutsche Bank (formerly Zurich Kemper Investments, Inc January 1997 - January 2002
Waste Management, Inc January 1995 - January 1997
The Northern Trust Company January 1990 - January 1995
Arthur Andersen & Co January 1986 - January 1990
Skills
Corporate Tax, Tax Accounting, International Tax, Tax Preparation
Education
DePaul University
Master of Science, Taxation
University of Illinois at Urbana-Champaign
Bachelor of Science, Accounting
Fluidigm Corporation May 2012 - Present
Bella Luna Enterprises July 2010 - May 2012
SureWest Communications December 2007 - June 2010
Bella Luna Enterprises January 2007 - December 2007
Waste Connections, Inc February 2003 - December 2006
Deutsche Bank (formerly Zurich Kemper Investments, Inc January 1997 - January 2002
Waste Management, Inc January 1995 - January 1997
The Northern Trust Company January 1990 - January 1995
Arthur Andersen & Co January 1986 - January 1990
Skills
Corporate Tax, Tax Accounting, International Tax, Tax Preparation
Education
DePaul University
Master of Science, Taxation
University of Illinois at Urbana-Champaign
Bachelor of Science, Accounting
Ann Wilczynski's The Northern Trust Company Experience June 2011 - Present
Job Sr. Personal Trust Relationship Manager, Northern Trust
Industry Investment Management
Experience
The Northern Trust Company June 2011 - Present
Law Office of Ann Wilczynski, PLLC April 2007 - June 2011
State of Minnesota Dep't of Trade and Economic Development August 1994 - July 2002
Skills
Estate Planning, Strategic Financial..., Financial Modeling, Securities, Investment Management, Wealth Management, Trusts, Equities, Alternative Investments, Investments, High Net Worth..., Mergers & Acquisitions, Investment Advisory, Strategic Planning, Portfolio Management, Asset Management, Financial Services, Asset Allocation, Finance, Litigation, Management, Financial Analysis, Mutual Funds, Financial Planning, Wealth Management...
Education
Vanderbilt University Law School 1985 — 1988
Doctor of Law (JD)
Indiana University Bloomington 1981 — 1985
Bachelor of Science (BS), Business/Commerce, General
The Northern Trust Company June 2011 - Present
Law Office of Ann Wilczynski, PLLC April 2007 - June 2011
State of Minnesota Dep't of Trade and Economic Development August 1994 - July 2002
Skills
Estate Planning, Strategic Financial..., Financial Modeling, Securities, Investment Management, Wealth Management, Trusts, Equities, Alternative Investments, Investments, High Net Worth..., Mergers & Acquisitions, Investment Advisory, Strategic Planning, Portfolio Management, Asset Management, Financial Services, Asset Allocation, Finance, Litigation, Management, Financial Analysis, Mutual Funds, Financial Planning, Wealth Management...
Education
Vanderbilt University Law School 1985 — 1988
Doctor of Law (JD)
Indiana University Bloomington 1981 — 1985
Bachelor of Science (BS), Business/Commerce, General
Cameron DeGuerre Cameron DeGuerre's The Northern Trust Company Experience November 2013 - Present
Job Vice President, Guardianship Administration at The Northern Trust Company
Industry Legal Services
Experience
The Northern Trust Company November 2013 - Present
Peck Bloom, LLC May 2004 - November 2013
Skills
Guardianship, Elder Law, Powers of Attorney, Trusts, Estate Administration, Special Needs Trusts, Wills, Estate Planning, Legal Writing, Courts, Litigation, Mediation, Attorneys, Pleadings, Estate Tax Planning, Estate Law, Civil Litigation, Trials, Domestic Relations
Education
DePaul University College of Law 2002 — 2005
Doctor of Law (JD)
Miami University 1998 — 2002
Bachelor of Science (B.S.)
The Northern Trust Company November 2013 - Present
Peck Bloom, LLC May 2004 - November 2013
Skills
Guardianship, Elder Law, Powers of Attorney, Trusts, Estate Administration, Special Needs Trusts, Wills, Estate Planning, Legal Writing, Courts, Litigation, Mediation, Attorneys, Pleadings, Estate Tax Planning, Estate Law, Civil Litigation, Trials, Domestic Relations
Education
DePaul University College of Law 2002 — 2005
Doctor of Law (JD)
Miami University 1998 — 2002
Bachelor of Science (B.S.)
Richard Resseguie's The Northern Trust Company Experience February 2011 - Present
Job Sr. Private Banker at Northern Trust
Industry Banking
Experience
The Northern Trust Company February 2011 - Present
Harris, N.A. July 2010 - February 2011
Harris, N.A. November 2006 - August 2010
Harris Bank Cary Grove February 1999 - October 2006
Harris Bank Barrington October 1988 - February 1999
Colorado National Bank February 1980 - October 1988
Skills
Commercial Banking, Credit, Wealth Management...
Education
Indiana University Bloomington 1978 — 1980
BS, Finance
The Northern Trust Company February 2011 - Present
Harris, N.A. July 2010 - February 2011
Harris, N.A. November 2006 - August 2010
Harris Bank Cary Grove February 1999 - October 2006
Harris Bank Barrington October 1988 - February 1999
Colorado National Bank February 1980 - October 1988
Skills
Commercial Banking, Credit, Wealth Management...
Education
Indiana University Bloomington 1978 — 1980
BS, Finance
Peg Tomaszek's The Northern Trust Company Experience November 2009 - Present
Job at The Northern Trust Bank
Industry Banking
Experience
The Northern Trust Company November 2009 - Present
City Lit Theatre February 2011 - Present
St. Peter's Episcopal Church January 2012 - February 2013
JPMorgan Chase August 2003 - April 2009
Mizuho Corporate Bank September 2001 - April 2003
ABN AMRO September 2000 - September 2001
Industrial Bank of Japan May 1997 - September 2000
Pullman Bank March 1995 - April 1997
Comerica Bank - Illinois December 1988 - February 1995
The Royal Bank of Canada 1981 - 1984
Skills
Banking, Loans, Credit, Underwriting, Risk, Portfolio Management, Risk Management, Due Diligence, Credit Analysis, Financial Risk, Credit Risk, Commercial Banking, Commercial Lending, Finance, Small Business Lending, Mutual Funds, Financial Analysis, Wealth Management, Investments, Loan Origination, Treasury Management, Financial Modeling, Cash Management, Financial Structuring, Valuation, Structured Finance, Middle Market, Accounting, Management, Capital Markets, Asset Management, Consumer Lending, Funding, Securities, Leadership, Financial Services, Relationship Management, Restructuring, Mergers & Acquisitions, Cross Selling, Corporate Finance, Business Analysis, Asset Based Lending, Mortgage Lending, Fixed Income, Investment Banking, Equities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1979 — 1981
MBA, Finance
La Sorbonne 1974 — 1975
Diplome Annuel, French Language and Literature
University of Illinois at Chicago 1971 — 1975
B.A., French
Mother McAuley High School
High School
The Northern Trust Company November 2009 - Present
City Lit Theatre February 2011 - Present
St. Peter's Episcopal Church January 2012 - February 2013
JPMorgan Chase August 2003 - April 2009
Mizuho Corporate Bank September 2001 - April 2003
ABN AMRO September 2000 - September 2001
Industrial Bank of Japan May 1997 - September 2000
Pullman Bank March 1995 - April 1997
Comerica Bank - Illinois December 1988 - February 1995
The Royal Bank of Canada 1981 - 1984
Skills
Banking, Loans, Credit, Underwriting, Risk, Portfolio Management, Risk Management, Due Diligence, Credit Analysis, Financial Risk, Credit Risk, Commercial Banking, Commercial Lending, Finance, Small Business Lending, Mutual Funds, Financial Analysis, Wealth Management, Investments, Loan Origination, Treasury Management, Financial Modeling, Cash Management, Financial Structuring, Valuation, Structured Finance, Middle Market, Accounting, Management, Capital Markets, Asset Management, Consumer Lending, Funding, Securities, Leadership, Financial Services, Relationship Management, Restructuring, Mergers & Acquisitions, Cross Selling, Corporate Finance, Business Analysis, Asset Based Lending, Mortgage Lending, Fixed Income, Investment Banking, Equities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1979 — 1981
MBA, Finance
La Sorbonne 1974 — 1975
Diplome Annuel, French Language and Literature
University of Illinois at Chicago 1971 — 1975
B.A., French
Mother McAuley High School
High School
Jeffrey Douglas, CFA Jeffrey Douglas, CFA's The Northern Trust Company Experience July 1987 - January 1996
Job National Director of Banking, Key Private Bank at KeyBank
Industry Banking
Experience
KeyBank June 2015 - Present
KeyBank June 2011 - June 2015
Austen BioInnovation Institute in Akron 2013 - 2013
Fifth Third Bank May 2009 - May 2011
National City Bank January 1996 - April 2009
The Northern Trust Company July 1987 - January 1996
Skills
Credit, Capital Markets, Commercial Lending, Banking, Credit Risk, Mergers, Portfolio Management, Treasury Management, Retail Banking, Strategic Planning, Mergers & Acquisitions, Loans, Credit Analysis, Commercial Banking, Risk Management
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MM/MBA, Finance, Marketing & International Business
Indiana University Bloomington 1983 — 1987
BS, Finance
KeyBank June 2015 - Present
KeyBank June 2011 - June 2015
Austen BioInnovation Institute in Akron 2013 - 2013
Fifth Third Bank May 2009 - May 2011
National City Bank January 1996 - April 2009
The Northern Trust Company July 1987 - January 1996
Skills
Credit, Capital Markets, Commercial Lending, Banking, Credit Risk, Mergers, Portfolio Management, Treasury Management, Retail Banking, Strategic Planning, Mergers & Acquisitions, Loans, Credit Analysis, Commercial Banking, Risk Management
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MM/MBA, Finance, Marketing & International Business
Indiana University Bloomington 1983 — 1987
BS, Finance
Scott Muyskens Scott Muyskens's The Northern Trust Company Experience September 1992 - July 2004
Job SVP at Hinsdale Bank & Trust
Industry Banking
Experience
Hinsdale Bank & Trust April 2011 - Present
The Triton Group LLC April 2005 - Present
The PrivateBank March 2008 - April 2011
National City Bank August 2004 - March 2005
The Northern Trust Company September 1992 - July 2004
Skills
Banking, Loans, Commercial Banking, Credit, Finance, Entrepreneurship, Private Banking, Portfolio Management, Commercial Lending, Mortgage Lending, Underwriting, Credit Analysis, Management, Small Business Lending, Credit Risk, Financial Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2003
MS, Finance
The University of Kansas 1987 — 1992
Hinsdale Bank & Trust April 2011 - Present
The Triton Group LLC April 2005 - Present
The PrivateBank March 2008 - April 2011
National City Bank August 2004 - March 2005
The Northern Trust Company September 1992 - July 2004
Skills
Banking, Loans, Commercial Banking, Credit, Finance, Entrepreneurship, Private Banking, Portfolio Management, Commercial Lending, Mortgage Lending, Underwriting, Credit Analysis, Management, Small Business Lending, Credit Risk, Financial Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2003
MS, Finance
The University of Kansas 1987 — 1992
John Rooks Sr. John Rooks Sr.'s The Northern Trust Company Experience 1973 - 1976
Job Of Counsel at Hynds, Rooks, Yohnka & Bzdill
Industry Law Practice
Experience
Hynds, Rooks, Yohnka & Bzdill January 2014 - Present
Hynds, Rooks, Yohnka & Bzdill September 1976 - December 2013
The Northern Trust Company 1973 - 1976
Skills
Estate Planning, Trusts, Probate, Wills, Corporate Law, Real Estate, Special Needs Planning, Estate Administration, Estate Tax Planning, Elder Law, LLC, Living Trusts, Tax, Living Wills, Gift Tax, Powers of Attorney, Business Formation, Small Business, Legal Writing
Education
Washington University in St. Louis School of Law 1970 — 1973
J.D., Law
DePauw University 1966 — 1970
B.A., Economics
Hynds, Rooks, Yohnka & Bzdill January 2014 - Present
Hynds, Rooks, Yohnka & Bzdill September 1976 - December 2013
The Northern Trust Company 1973 - 1976
Skills
Estate Planning, Trusts, Probate, Wills, Corporate Law, Real Estate, Special Needs Planning, Estate Administration, Estate Tax Planning, Elder Law, LLC, Living Trusts, Tax, Living Wills, Gift Tax, Powers of Attorney, Business Formation, Small Business, Legal Writing
Education
Washington University in St. Louis School of Law 1970 — 1973
J.D., Law
DePauw University 1966 — 1970
B.A., Economics
Tron D. Woods Tron D. Woods's The Northern Trust Company Experience December 2014 - Present
Job Vice President Relationship Manager / Trust Advisor at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company December 2014 - Present
Northern Trust April 2012 - Present
The Northern Trust Company December 2010 - June 2012
NASP 2008 - 2012
The Northern Trust Company April 2001 - April 2004
The Northern Trust Company September 2000 - March 2001
Skills
Estate Planning, Auditing, High Net Worth..., Tax, Financial Services, Wealth Management, Insurance, Relationship Management, Asset Managment, Microsoft Excel, Time Management, Wealth, Accounting, Banking, Wealth Management..., Research
Education
DePaul University 2010 — 2012
CFP, Certified Financial Planner
American Bankers Association National Trust School 2008 — 2008
Trust, Financial Industry
University of Iowa 2000 — 2005
B.A., Economics
The Northern Trust Company December 2014 - Present
Northern Trust April 2012 - Present
The Northern Trust Company December 2010 - June 2012
NASP 2008 - 2012
The Northern Trust Company April 2001 - April 2004
The Northern Trust Company September 2000 - March 2001
Skills
Estate Planning, Auditing, High Net Worth..., Tax, Financial Services, Wealth Management, Insurance, Relationship Management, Asset Managment, Microsoft Excel, Time Management, Wealth, Accounting, Banking, Wealth Management..., Research
Education
DePaul University 2010 — 2012
CFP, Certified Financial Planner
American Bankers Association National Trust School 2008 — 2008
Trust, Financial Industry
University of Iowa 2000 — 2005
B.A., Economics
Darrell Hill Darrell Hill's The Northern Trust Company Experience July 1995 - July 1999
Job Leads the Marketing & Branding efforts for nation's 3rdlargest public health care system
Industry Hospital & Health Care
Experience
Cook County Health & Hospitals System February 2014 - Present
The English-Speaking Union of the United States December 2012 - Present
Chicago Jesuit Academy March 2009 - Present
Advocate Charitable Foundation August 2007 - Present
Wm. Blair February 2004 - February 2014
Prophet Brand Strategy September 2001 - November 2003
The Northern Trust Company July 1995 - July 1999
Skills
Business Strategy, Strategy, Marketing Strategy, Competitive Analysis, Strategic Planning, Financial Modeling, Mergers, Business Development, Marketing, Cross-functional Team..., Market Research, Financial Analysis, CRM, Leadership, Management, Portfolio Management, Mergers & Acquisitions, Strategic Partnerships, Entrepreneurship, Fundraising, Healthcare
Education
Luard Scholar
Luard Scholar
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Marketing, Management & Strategy
Howard University 1987 — 1992
B.A., Economics
London School of Economics and Political Science 1989 — 1990
General Course, Economics
St Ignatius College Prep 1983 — 1987
Cook County Health & Hospitals System February 2014 - Present
The English-Speaking Union of the United States December 2012 - Present
Chicago Jesuit Academy March 2009 - Present
Advocate Charitable Foundation August 2007 - Present
Wm. Blair February 2004 - February 2014
Prophet Brand Strategy September 2001 - November 2003
The Northern Trust Company July 1995 - July 1999
Skills
Business Strategy, Strategy, Marketing Strategy, Competitive Analysis, Strategic Planning, Financial Modeling, Mergers, Business Development, Marketing, Cross-functional Team..., Market Research, Financial Analysis, CRM, Leadership, Management, Portfolio Management, Mergers & Acquisitions, Strategic Partnerships, Entrepreneurship, Fundraising, Healthcare
Education
Luard Scholar
Luard Scholar
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Marketing, Management & Strategy
Howard University 1987 — 1992
B.A., Economics
London School of Economics and Political Science 1989 — 1990
General Course, Economics
St Ignatius College Prep 1983 — 1987
Colleen Brennan Colleen Brennan's The Northern Trust Company Experience May 2013 - Present
Job Relationship Manager at The Northern Trust Company
Industry Investment Management
Experience
The Northern Trust Company May 2013 - Present
Northern Trust Global Investments November 2009 - May 2013
Northern Trust - Officer June 2006 - November 2009
The Northern Trust Company December 2004 - June 2006
Skills
Analysis, Management, Investments, Strategy, Project Management, Morningstar, Mutual Funds, Asset Allocation, Financial Analysis, Financial Services, Securities, Project Planning, Alternative Investments
Education
Florida Gulf Coast University
Bachelor of Science (B.S.), Accounting
Queen of Peace High School
The Northern Trust Company May 2013 - Present
Northern Trust Global Investments November 2009 - May 2013
Northern Trust - Officer June 2006 - November 2009
The Northern Trust Company December 2004 - June 2006
Skills
Analysis, Management, Investments, Strategy, Project Management, Morningstar, Mutual Funds, Asset Allocation, Financial Analysis, Financial Services, Securities, Project Planning, Alternative Investments
Education
Florida Gulf Coast University
Bachelor of Science (B.S.), Accounting
Queen of Peace High School
Mike Hambright's The Northern Trust Company Experience June 1997 - July 1999
Job
Industry Real Estate
Experience
FlipNerd.com December 2013 - Present
HomeVestors September 2009 - Present
Evolution Properties, Inc. June 2008 - Present
Movement Wireless October 2007 - November 2009
InPhonic August 2006 - October 2007
RadioShack Corp February 2005 - May 2006
RadioShack August 2003 - January 2005
KitchenAid May 2002 - August 2002
Neiman Marcus September 1999 - July 2001
The Northern Trust Company June 1997 - July 1999
Skills
Strategy, Investment Properties, Status, Real Estate Investor, Strategic Planning, Marketing Strategy, Real Estate, Negotiation, New Business Development, Marketing, Finance, Retail, Business Development, Sales Management, Investments, Real Estate Development, Single Family Homes, Real Estate Transactions, Real Estate Economics, Real Estate Financing, Business Planning, Investors, Forecasting, Management, Start-ups, Contract Negotiation, Entrepreneurship, Selling, Residential Homes, Property, Property Management, Small Business, Short Sales, Market Analysis, Leadership, Sellers, First Time Home Buyers, Foreclosures, Commercial Real Estate, Brokerage, Buyers, Condos, Leadership Development, REO, Relocation, Problem Solving, Leases, Referrals, Real Property, Income Properties
Education
Harvard Business School 2005 — 2005
Executive Education
The College of William and Mary 2005 — 2005
Executive Education
University of Chicago 2005 — 2005
Executive Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2003
MBA
Illinois State University 1995 — 1997
BS
FlipNerd.com December 2013 - Present
HomeVestors September 2009 - Present
Evolution Properties, Inc. June 2008 - Present
Movement Wireless October 2007 - November 2009
InPhonic August 2006 - October 2007
RadioShack Corp February 2005 - May 2006
RadioShack August 2003 - January 2005
KitchenAid May 2002 - August 2002
Neiman Marcus September 1999 - July 2001
The Northern Trust Company June 1997 - July 1999
Skills
Strategy, Investment Properties, Status, Real Estate Investor, Strategic Planning, Marketing Strategy, Real Estate, Negotiation, New Business Development, Marketing, Finance, Retail, Business Development, Sales Management, Investments, Real Estate Development, Single Family Homes, Real Estate Transactions, Real Estate Economics, Real Estate Financing, Business Planning, Investors, Forecasting, Management, Start-ups, Contract Negotiation, Entrepreneurship, Selling, Residential Homes, Property, Property Management, Small Business, Short Sales, Market Analysis, Leadership, Sellers, First Time Home Buyers, Foreclosures, Commercial Real Estate, Brokerage, Buyers, Condos, Leadership Development, REO, Relocation, Problem Solving, Leases, Referrals, Real Property, Income Properties
Education
Harvard Business School 2005 — 2005
Executive Education
The College of William and Mary 2005 — 2005
Executive Education
University of Chicago 2005 — 2005
Executive Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2003
MBA
Illinois State University 1995 — 1997
BS
Constance Capco, CFP® Constance Capco, CFP®'s The Northern Trust Company Experience March 2013 - Present
Job Second Vice President / Sales Practice Principal at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company March 2013 - Present
The Northern Trust Company January 2001 - March 2013
Vision Investment Services, Inc. January 2001 - September 2011
Raymond James Financial Services August 1998 - December 2000
The Harrell Corporation June 1995 - August 1998
Overmeyer, Penning and Associates, Inc. December 1993 - June 1995
Skills
Registered..., Certified Financial..., Asset Allocation, Investments, Retirement Planning
Education
Eckerd College 1989 — 1993
Bachelor of Arts, International Business
Forest High School - Ocala Florida 1985 — 1989
The Northern Trust Company March 2013 - Present
The Northern Trust Company January 2001 - March 2013
Vision Investment Services, Inc. January 2001 - September 2011
Raymond James Financial Services August 1998 - December 2000
The Harrell Corporation June 1995 - August 1998
Overmeyer, Penning and Associates, Inc. December 1993 - June 1995
Skills
Registered..., Certified Financial..., Asset Allocation, Investments, Retirement Planning
Education
Eckerd College 1989 — 1993
Bachelor of Arts, International Business
Forest High School - Ocala Florida 1985 — 1989
Mitch Helton, CPA, CFP(r), AAMS(r)'s The Northern Trust Company Experience April 2011 - Present
Job Wealth Advisor at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company April 2011 - Present
BB&T July 2010 - June 2011
SunTrust 2004 - June 2010
Ernst & Young, LLP 1994 - 2004
Deloitte & Touche, LLP 1994 - 1996
Merrill Lynch 1993 - 1994
Crowe Chizek & Co. 1990 - 1993
Navy 1982 - 1986
Skills
Wealth Management, Strategic Financial..., Estate Planning, High Net Worth..., Asset Allocation, Wealth Management..., Estate Tax Planning, Investment Advisory, Asset Managment, Investments, Retirement Planning, Alternative Investments, Wealth, Finance, Asset Management, Equities, Financial Planners, Trust Services, Mutual Funds, Investment Strategies, Retirement, Financial Advisory, Private Banking, Securities, Financial Planning
Education
Indiana University-Northwest 1986 — 1990
BS, Accounting
The Northern Trust Company April 2011 - Present
BB&T July 2010 - June 2011
SunTrust 2004 - June 2010
Ernst & Young, LLP 1994 - 2004
Deloitte & Touche, LLP 1994 - 1996
Merrill Lynch 1993 - 1994
Crowe Chizek & Co. 1990 - 1993
Navy 1982 - 1986
Skills
Wealth Management, Strategic Financial..., Estate Planning, High Net Worth..., Asset Allocation, Wealth Management..., Estate Tax Planning, Investment Advisory, Asset Managment, Investments, Retirement Planning, Alternative Investments, Wealth, Finance, Asset Management, Equities, Financial Planners, Trust Services, Mutual Funds, Investment Strategies, Retirement, Financial Advisory, Private Banking, Securities, Financial Planning
Education
Indiana University-Northwest 1986 — 1990
BS, Accounting
Rick Fernandez, CPWA®'s The Northern Trust Company Experience November 2010 - Present
Job Senior Vice President & Wealth Advisor at Northern Trust
Industry Financial Services
Experience
The Northern Trust Company November 2010 - Present
The Northern Trust Company March 2009 - November 2010
The Northern Trust Company July 2006 - March 2009
The Northern Trust Company May 2002 - July 2006
SunTrust Bank July 1995 - July 2000
PaineWebber January 1994 - July 1995
Skills
Wealth Management, Portfolio Management, Asset Allocation, Investments, Asset Managment, Alternative Investments, High Net Worth..., Strategic Financial..., Private Banking, Investment Advisory, Equities, Wealth Management..., Investment Strategies, Hedge Funds, Estate Planning, Fixed Income, Trust Services, Securities, Investment Management, Private Equity, Mutual Funds, Banking, Asset Management, Project Management, Goals Driven Investing, Wealth, Series 7, Retirement Planning, Commercial Banking, Series 63, Financial Advisory, Capital Markets, Bonds, ETFs, Loans, Relationship Management, Financial Markets, Retirement, Credit, Finance, Financial Planning
Education
University of Virginia - Darden Graduate School of Business Administration 2000 — 2002
MBA
Florida International University 1991 — 1993
BBA, Finance
Coral Gables Senior High School 1987 — 1989
The Northern Trust Company November 2010 - Present
The Northern Trust Company March 2009 - November 2010
The Northern Trust Company July 2006 - March 2009
The Northern Trust Company May 2002 - July 2006
SunTrust Bank July 1995 - July 2000
PaineWebber January 1994 - July 1995
Skills
Wealth Management, Portfolio Management, Asset Allocation, Investments, Asset Managment, Alternative Investments, High Net Worth..., Strategic Financial..., Private Banking, Investment Advisory, Equities, Wealth Management..., Investment Strategies, Hedge Funds, Estate Planning, Fixed Income, Trust Services, Securities, Investment Management, Private Equity, Mutual Funds, Banking, Asset Management, Project Management, Goals Driven Investing, Wealth, Series 7, Retirement Planning, Commercial Banking, Series 63, Financial Advisory, Capital Markets, Bonds, ETFs, Loans, Relationship Management, Financial Markets, Retirement, Credit, Finance, Financial Planning
Education
University of Virginia - Darden Graduate School of Business Administration 2000 — 2002
MBA
Florida International University 1991 — 1993
BBA, Finance
Coral Gables Senior High School 1987 — 1989
Jim Boardman Jim Boardman's The Northern Trust Company Experience July 1999 - November 2014
Job Vice President & Senior Trust Officer
Industry Financial Services
Experience
First International Bank & Trust April 2015 - Present
The Northern Trust Company July 1999 - November 2014
Bank of America 1995 - 1999
NationsBank of Texas, N.A. 1989 - 1995
Arkansas Bank & Trust Company 1988 - 1989
Regis College 1983 - 1988
Colorado National Bank Exchange 1980 - 1988
O'Callaghan & Associates, P.C. 1978 - 1980
Fred Landau & Co. 1974 - 1975
Skills
High Net Worth..., Estate Administration, Tax, Portfolio Management, Fiduciary, Gift Tax, Wealth Management..., Due Diligence, Trust Management, Trust Services, Fiduciary Management, Fiduciary Services, Legal, New Business Development, Financial Advisory, Trusts
Education
University of Tulsa College of Law 1975 — 1978
JD, Law
Hofstra University 1973 — 1974
B.B.A., Public Accounting
SUNY at Cobleskill 1971 — 1973
A.A.S., Accounting
National Graduate Trust School 1982 — 1984
CTFA, Trust administration
First International Bank & Trust April 2015 - Present
The Northern Trust Company July 1999 - November 2014
Bank of America 1995 - 1999
NationsBank of Texas, N.A. 1989 - 1995
Arkansas Bank & Trust Company 1988 - 1989
Regis College 1983 - 1988
Colorado National Bank Exchange 1980 - 1988
O'Callaghan & Associates, P.C. 1978 - 1980
Fred Landau & Co. 1974 - 1975
Skills
High Net Worth..., Estate Administration, Tax, Portfolio Management, Fiduciary, Gift Tax, Wealth Management..., Due Diligence, Trust Management, Trust Services, Fiduciary Management, Fiduciary Services, Legal, New Business Development, Financial Advisory, Trusts
Education
University of Tulsa College of Law 1975 — 1978
JD, Law
Hofstra University 1973 — 1974
B.B.A., Public Accounting
SUNY at Cobleskill 1971 — 1973
A.A.S., Accounting
National Graduate Trust School 1982 — 1984
CTFA, Trust administration
Jonathan D. Schmeling, CFA Jonathan D. Schmeling, CFA's The Northern Trust Company Experience March 1996 - Present
Job Portfolio Manager at Northern Trust
Industry Financial Services
Experience
The Northern Trust Company March 1996 - Present
First Chicago Bank April 1994 - February 1996
Skills
Portfolio Management, High Net Worth..., Retirement Planning, Alternative Investments, Wealth Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, Finance
University of Illinois at Urbana-Champaign 1987 — 1991
B.A., Economics
The Northern Trust Company March 1996 - Present
First Chicago Bank April 1994 - February 1996
Skills
Portfolio Management, High Net Worth..., Retirement Planning, Alternative Investments, Wealth Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, Finance
University of Illinois at Urbana-Champaign 1987 — 1991
B.A., Economics
Fiyaz Khan Fiyaz Khan's The Northern Trust Company Experience May 2007 - June 2011
Job Vice President at Northern Trust
Industry Banking
Experience
Northern Trust July 2011 - Present
The Northern Trust Company May 2007 - June 2011
RGL Forensics April 2005 - May 2007
Skills
Investments, Finance, Insurance, Financial Analysis, Valuation, Financial Modeling, Financial Reporting, Portfolio Management, Corporate Finance, Due Diligence, Forecasting, Accounting, Banking, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MS, Finance
University of Illinois at Chicago
BS, Finance
Northern Trust July 2011 - Present
The Northern Trust Company May 2007 - June 2011
RGL Forensics April 2005 - May 2007
Skills
Investments, Finance, Insurance, Financial Analysis, Valuation, Financial Modeling, Financial Reporting, Portfolio Management, Corporate Finance, Due Diligence, Forecasting, Accounting, Banking, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MS, Finance
University of Illinois at Chicago
BS, Finance
Herbert Clark's The Northern Trust Company Experience September 1991 - August 1996
Job Experienced OFAC/AML/BSA Compliance Analyst Seeking Employment
Industry Banking
Experience
Non Profit Organization January 2012 - Present
JPMorgan Chase & Co. October 2014 - March 2015
Allstate April 2012 - May 2014
DeVry University October 2008 - 2012
Bank of America December 2005 - October 2008
LaSalle National Bank October 2003 - December 2005
Lasalle National Bank October 1999 - October 2003
LaSalle Bank August 1996 - October 1999
The Northern Trust Company September 1991 - August 1996
Skills
Benefits Administration, Training, PeopleSoft, Performance Management, Recruiting, Banking, Leadership, Time Management, Human Resources, Analysis, Management, Policy, Employee Benefits, Customer Service, Employee Relations, Microsoft Office, Microsoft Word, PowerPoint, Finance, Team Building, Risk Management, Financial Risk
Education
DeVry University 2009 — 2012
Business Adminstration, Human Resource Management
Non Profit Organization January 2012 - Present
JPMorgan Chase & Co. October 2014 - March 2015
Allstate April 2012 - May 2014
DeVry University October 2008 - 2012
Bank of America December 2005 - October 2008
LaSalle National Bank October 2003 - December 2005
Lasalle National Bank October 1999 - October 2003
LaSalle Bank August 1996 - October 1999
The Northern Trust Company September 1991 - August 1996
Skills
Benefits Administration, Training, PeopleSoft, Performance Management, Recruiting, Banking, Leadership, Time Management, Human Resources, Analysis, Management, Policy, Employee Benefits, Customer Service, Employee Relations, Microsoft Office, Microsoft Word, PowerPoint, Finance, Team Building, Risk Management, Financial Risk
Education
DeVry University 2009 — 2012
Business Adminstration, Human Resource Management
Pete Driscoll Pete Driscoll's The Northern Trust Company Experience February 2000 - Present
Job Senior Equity Trader at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company February 2000 - Present
Security Traders Association January 2009 - January 2010
The Security Traders Association January 2003 - December 2009
The Security Traders Association of Chicago March 2001 - February 2002
The Security Traders Association of Chicago March 1995 - February 2001
Chicago Stock Exchange 1980 - 2000
Skills
Market Structure, Market Regulation, Equity Trading, Trading, Options Trading, Futures Trading, Financial Markets, Derivatives, Capital Markets, Electronic Trading, Equities, ETFs, Options, Investments, Asset Managment, Portfolio Management, Mutual Funds, Asset Allocation, Securities, Trading Systems
Education
Illinois Institute of Technology 1995 — 1997
MS, Financial Markets & Trading
Keller Graduate School of Management of DeVry University 1988 — 1990
MBA
Marquette University 1977 — 1981
BS, Finance
The Northern Trust Company February 2000 - Present
Security Traders Association January 2009 - January 2010
The Security Traders Association January 2003 - December 2009
The Security Traders Association of Chicago March 2001 - February 2002
The Security Traders Association of Chicago March 1995 - February 2001
Chicago Stock Exchange 1980 - 2000
Skills
Market Structure, Market Regulation, Equity Trading, Trading, Options Trading, Futures Trading, Financial Markets, Derivatives, Capital Markets, Electronic Trading, Equities, ETFs, Options, Investments, Asset Managment, Portfolio Management, Mutual Funds, Asset Allocation, Securities, Trading Systems
Education
Illinois Institute of Technology 1995 — 1997
MS, Financial Markets & Trading
Keller Graduate School of Management of DeVry University 1988 — 1990
MBA
Marquette University 1977 — 1981
BS, Finance
Ron Austin Ron Austin's The Northern Trust Company Experience September 1997 - April 1998
Job Partner at Grant Law, LLC
Industry Law Practice
Experience
Grant Law, LLC January 2015 - Present
Brothers & Thompson, P.C. April 1998 - December 2014
The Northern Trust Company September 1997 - April 1998
Skills
Commercial Litigation, Mediation, Employment Law, Trial Practice, Civil Litigation, Arbitration, Litigation, Product Liability, Contract Negotiation, Corporate Law, Administrative Law, Personal Injury, Corporate Governance, Appeals, Alternative Dispute..., Estate Planning, Westlaw
Education
University of Illinois College of Law 1994 — 1997
J.D., Law
Florida Agricultural and Mechanical University 1989 — 1993
B.S., Business Administration
St. Ignatius College Prep 1985 — 1989
Diploma
Grant Law, LLC January 2015 - Present
Brothers & Thompson, P.C. April 1998 - December 2014
The Northern Trust Company September 1997 - April 1998
Skills
Commercial Litigation, Mediation, Employment Law, Trial Practice, Civil Litigation, Arbitration, Litigation, Product Liability, Contract Negotiation, Corporate Law, Administrative Law, Personal Injury, Corporate Governance, Appeals, Alternative Dispute..., Estate Planning, Westlaw
Education
University of Illinois College of Law 1994 — 1997
J.D., Law
Florida Agricultural and Mechanical University 1989 — 1993
B.S., Business Administration
St. Ignatius College Prep 1985 — 1989
Diploma
Zola Makrauer, MBA, GRI, EPro Zola Makrauer, MBA, GRI, EPro's The Northern Trust Company Experience July 1968 - October 1974
Job Sales Vice President at Sibcy Cline Realtors
Industry Real Estate
Experience
Sibcy Cline Realtors April 2004 - Present
Tricon Properties 1984 - Present
Amko Plastics Inc 1984 - 1999
The Northern Trust Company July 1968 - October 1974
Skills
First Time Home Buyers, Sellers, Real Estate, Residential Homes, Real Estate Transactions, Relocation, Buyer Representation, Condos, Single Family Homes, Referrals, Listings, Investment Properties, New Home Sales, Seller Representation, ABR, Foreclosures, Marketing, Selling, Home Staging, Property, Investors, Luxury, Seniors, Sales, Real Property, Property Management, Buyers, HUD, Relocation Buyers, Commercial Real Estate
Education
Duke University - The Fuqua School of Business 1999 — 2000
MBA, Global Executive MBA International Business
Indiana University Bloomington 1964 — 1968
B.A., Mathematics, Philosophy
Walnut Hills High School 1960 — 1964
High School
Sibcy Cline Realtors April 2004 - Present
Tricon Properties 1984 - Present
Amko Plastics Inc 1984 - 1999
The Northern Trust Company July 1968 - October 1974
Skills
First Time Home Buyers, Sellers, Real Estate, Residential Homes, Real Estate Transactions, Relocation, Buyer Representation, Condos, Single Family Homes, Referrals, Listings, Investment Properties, New Home Sales, Seller Representation, ABR, Foreclosures, Marketing, Selling, Home Staging, Property, Investors, Luxury, Seniors, Sales, Real Property, Property Management, Buyers, HUD, Relocation Buyers, Commercial Real Estate
Education
Duke University - The Fuqua School of Business 1999 — 2000
MBA, Global Executive MBA International Business
Indiana University Bloomington 1964 — 1968
B.A., Mathematics, Philosophy
Walnut Hills High School 1960 — 1964
High School
Laura G Mandel Laura G Mandel's The Northern Trust Company Experience June 2007 - May 2012
Job National Director of Specialized Trust Services at Northern Trust
Industry Financial Services
Experience
Northern Trust October 2013 - Present
Northern Trust June 2012 - Present
The Northern Trust Company June 2007 - May 2012
Northern Trust March 2000 - June 2007
Harris Bank October 1997 - March 2000
Skills
Wealth Management, Trust Services, Charitable Trusts, Fiduciary Liability, Generation Skipping..., Discretionary Trusts, High Net Worth..., Fiduciary, Trusts, Trust Management, Estate Planning, Investments, Wealth Management..., Estate Law, Portfolio Management, Wealth, Alternative Investments, Estate Administration, Estate Tax Planning, Investment Management, Investment Advisory, Securities, Asset Allocation, Investment Strategies, Private Banking, Family Office
Education
Loyola University Chicago School of Law 1985 — 1987
Juris Doctor
Georgetown University Law Center 1984 — 1985
Loyola University of Chicago 1982 — 1984
B.A., Political Science
Palatine High School 1976 — 1980
Northern Trust October 2013 - Present
Northern Trust June 2012 - Present
The Northern Trust Company June 2007 - May 2012
Northern Trust March 2000 - June 2007
Harris Bank October 1997 - March 2000
Skills
Wealth Management, Trust Services, Charitable Trusts, Fiduciary Liability, Generation Skipping..., Discretionary Trusts, High Net Worth..., Fiduciary, Trusts, Trust Management, Estate Planning, Investments, Wealth Management..., Estate Law, Portfolio Management, Wealth, Alternative Investments, Estate Administration, Estate Tax Planning, Investment Management, Investment Advisory, Securities, Asset Allocation, Investment Strategies, Private Banking, Family Office
Education
Loyola University Chicago School of Law 1985 — 1987
Juris Doctor
Georgetown University Law Center 1984 — 1985
Loyola University of Chicago 1982 — 1984
B.A., Political Science
Palatine High School 1976 — 1980
Bryan Schenk Bryan Schenk's The Northern Trust Company Experience November 2011 - April 2012
Job President at Vantage Point Financial Consulting, Inc.
Industry Financial Services
Experience
Vantage Point Financial Consulting, Inc. February 2011 - Present
The Northern Trust Company November 2011 - April 2012
The Northern Trust Company July 2008 - November 2011
Carriage House Condominium Association January 2007 - March 2010
The Northern Trust Company July 2007 - July 2008
Community Bank of Oak Park River Forest August 2004 - July 2007
Community Bank of Oak Park River Forest March 2002 - May 2005
Skills
Financial Analysis, Financial Modeling, Strategic Planning, Strategic Financial..., Small Business, Commercial Banking, Cash Flow Forecasting, Value Creation, Operational Efficiency, Cost Efficiency, Profitability..., Increased Profitability, Corporate Finance, Managerial Finance, Cash Flow, Turnaround Experience, Relationship Management, Vendor Relationships, Accounts Payable, Accounts Receivable, Working Capital..., Inventory Analysis
Education
Elmhurst College 2001 — 2005
BS, Finance, Economics, International Business
Vantage Point Financial Consulting, Inc. February 2011 - Present
The Northern Trust Company November 2011 - April 2012
The Northern Trust Company July 2008 - November 2011
Carriage House Condominium Association January 2007 - March 2010
The Northern Trust Company July 2007 - July 2008
Community Bank of Oak Park River Forest August 2004 - July 2007
Community Bank of Oak Park River Forest March 2002 - May 2005
Skills
Financial Analysis, Financial Modeling, Strategic Planning, Strategic Financial..., Small Business, Commercial Banking, Cash Flow Forecasting, Value Creation, Operational Efficiency, Cost Efficiency, Profitability..., Increased Profitability, Corporate Finance, Managerial Finance, Cash Flow, Turnaround Experience, Relationship Management, Vendor Relationships, Accounts Payable, Accounts Receivable, Working Capital..., Inventory Analysis
Education
Elmhurst College 2001 — 2005
BS, Finance, Economics, International Business
Tami Conetta Tami Conetta's The Northern Trust Company Experience February 2012 - Present
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 M. Hoffman Michael M. Hoffman's The Northern Trust Company Experience March 1998 - January 1999
Job Vice President at Situs
Industry Commercial Real Estate
Experience
Situs April 2012 - Present
Special Servicing and Real Estate Diligence Firms April 2010 - March 2012
RR Donnelley Global Real Estate Services February 2004 - April 2010
Mercer Investment Consulting, Inc. November 1999 - February 2004
SunTrust Investment Services Inc. January 1999 - November 1999
The Northern Trust Company March 1998 - January 1999
JH Ellwood Investment Consulting August 1996 - March 1998
Education
University of Georgia - Terry College of Business 2002 — 2004
Terry Evening MBA Program, Real Estate
Illinois State University 1992 — 1996
BS, Business Administration
Situs April 2012 - Present
Special Servicing and Real Estate Diligence Firms April 2010 - March 2012
RR Donnelley Global Real Estate Services February 2004 - April 2010
Mercer Investment Consulting, Inc. November 1999 - February 2004
SunTrust Investment Services Inc. January 1999 - November 1999
The Northern Trust Company March 1998 - January 1999
JH Ellwood Investment Consulting August 1996 - March 1998
Education
University of Georgia - Terry College of Business 2002 — 2004
Terry Evening MBA Program, Real Estate
Illinois State University 1992 — 1996
BS, Business Administration
Phillip Anuta, PMP's The Northern Trust Company Experience June 2008 - January 2009
Job Managing Director, The Deerbrook Group, LLC
Industry Information Technology and Services
Experience
The Deerbrook Group June 2005 - Present
Northern Trust Company July 2012 - March 2013
Northern Trust Company February 2011 - June 2012
Northern Trust Company January 2009 - January 2011
The Northern Trust Company June 2008 - January 2009
Prompte, LLC 2006 - 2008
Abbott Laboratories September 2001 - June 2005
Abbott Laboratories February 2000 - October 2001
Skills
Program Management, PMO, Enterprise Architecture, Basel II, Project Management, Enterprise Software, Management, Data Warehousing, SDLC, Requirements Analysis, Software Documentation, SharePoint, Business Analysis, Security, IT Strategy, Process Improvement
Education
Indiana University Bloomington 1971 — 1975
BS, Accounting, Finance
The Deerbrook Group June 2005 - Present
Northern Trust Company July 2012 - March 2013
Northern Trust Company February 2011 - June 2012
Northern Trust Company January 2009 - January 2011
The Northern Trust Company June 2008 - January 2009
Prompte, LLC 2006 - 2008
Abbott Laboratories September 2001 - June 2005
Abbott Laboratories February 2000 - October 2001
Skills
Program Management, PMO, Enterprise Architecture, Basel II, Project Management, Enterprise Software, Management, Data Warehousing, SDLC, Requirements Analysis, Software Documentation, SharePoint, Business Analysis, Security, IT Strategy, Process Improvement
Education
Indiana University Bloomington 1971 — 1975
BS, Accounting, Finance
Douglas Diggle BBA MBA's The Northern Trust Company Experience 1999 - 2002
Job Experienced CEO, CIO, CTO & Sales Head. Solutions & Product Innovation for Cruise Lines, Aviation, Offshore & Government
Industry Executive Office
Experience
Across Oceans Group Inc 2009 - Present
InterGlobe Technologies 2015 - Present
Intl SeaKeepers Society an Maritime Not-For-Profit 2007 - Present
Security Identification Systems Corporation 2014 - Present
United States Coast Guard Foundation 2015 - Present
Lufthansa Systems AG 2007 - 2010
Royal Caribbean Cruises, Ltd. 2004 - 2007
Federal Reserve System 2002 - 2004
The Northern Trust Company 1999 - 2002
University of Central Florida 1997 - 1999
Education
University of Cambridge 2004 — 2004
MBA Degree - Student Exchange, Cambridge, London
Florida Atlantic University 2003 — 2004
Masters Degree International MBA, Boca Raton, Florida
University of Central Florida 1997 — 1999
Bachelors Degree BBA, Orlando, Florida
University of Miami 2002 — 2003
Masters of Business Courses, Coral Gables, Florida
Oakland University 1995 — 1997
Bachelors of Business Courses, Rochester Hills, Michigan
Hargrave Military Academy 1991 — 1995
Across Oceans Group Inc 2009 - Present
InterGlobe Technologies 2015 - Present
Intl SeaKeepers Society an Maritime Not-For-Profit 2007 - Present
Security Identification Systems Corporation 2014 - Present
United States Coast Guard Foundation 2015 - Present
Lufthansa Systems AG 2007 - 2010
Royal Caribbean Cruises, Ltd. 2004 - 2007
Federal Reserve System 2002 - 2004
The Northern Trust Company 1999 - 2002
University of Central Florida 1997 - 1999
Education
University of Cambridge 2004 — 2004
MBA Degree - Student Exchange, Cambridge, London
Florida Atlantic University 2003 — 2004
Masters Degree International MBA, Boca Raton, Florida
University of Central Florida 1997 — 1999
Bachelors Degree BBA, Orlando, Florida
University of Miami 2002 — 2003
Masters of Business Courses, Coral Gables, Florida
Oakland University 1995 — 1997
Bachelors of Business Courses, Rochester Hills, Michigan
Hargrave Military Academy 1991 — 1995
Leticia Giron-Garza Leticia Giron-Garza's The Northern Trust Company Experience February 1997 - Present
Job OfficerMinerals Analyst The Northern Trust Company
Industry Oil & Energy
Experience
The Northern Trust Company February 1997 - Present
Foleys Dept Store 1983 - January 1997
Skills
Risk Management, Financial Analysis, Due Diligence, Access, Analysis
Education
El Centro College 1999 — 2004
Associate's degree, Paralegal studies
El Centro College
Associate's degree Paralegal Studies, Legal Assistant/Paralegal
The Northern Trust Company February 1997 - Present
Foleys Dept Store 1983 - January 1997
Skills
Risk Management, Financial Analysis, Due Diligence, Access, Analysis
Education
El Centro College 1999 — 2004
Associate's degree, Paralegal studies
El Centro College
Associate's degree Paralegal Studies, Legal Assistant/Paralegal
Asif Jangda, MBA Asif Jangda, MBA's The Northern Trust Company Experience March 2015 - Present
Job VicePresident and Portfolio Manager at The Northern Trust Company
Industry Investment Management
Experience
The Northern Trust Company March 2015 - Present
The Northern Trust Company August 2007 - February 2015
The Northern Trust Company July 2005 - July 2007
The Northern Trust Company May 2004 - July 2005
UBS Financial Services/PaineWebber May 2003 - May 2004
Sherman Hospital May 1997 - April 2003
Skills
Portfolio Management, Securities, Equities, Mutual Funds, Investments, Financial Markets, Fixed Income, Asset Allocation, Wealth Management, Valuation, Asset Management, Capital Markets, Leadership, Finance, Trading, Bloomberg, Due Diligence, Options, Investment Strategies, Management, Hedge Funds, Derivatives, Risk Management
Education
Northwestern University - Kellogg School of Management 2012 — 2013
Master of Business Administration (MBA), Management & Strategy, Health Enterprise Management, International Business, M. Organizations
University of Chicago-Graham School 2011 — 2011
Financial Accounting, 41000 Business Statistics
University of Illinois at Chicago 2003 — 2005
Bachelor, Finance, Marketing, Entreprenuel Studies
Elgin Community College 1999 — 2001
Associate, Nursing
Streamwood
The Northern Trust Company March 2015 - Present
The Northern Trust Company August 2007 - February 2015
The Northern Trust Company July 2005 - July 2007
The Northern Trust Company May 2004 - July 2005
UBS Financial Services/PaineWebber May 2003 - May 2004
Sherman Hospital May 1997 - April 2003
Skills
Portfolio Management, Securities, Equities, Mutual Funds, Investments, Financial Markets, Fixed Income, Asset Allocation, Wealth Management, Valuation, Asset Management, Capital Markets, Leadership, Finance, Trading, Bloomberg, Due Diligence, Options, Investment Strategies, Management, Hedge Funds, Derivatives, Risk Management
Education
Northwestern University - Kellogg School of Management 2012 — 2013
Master of Business Administration (MBA), Management & Strategy, Health Enterprise Management, International Business, M. Organizations
University of Chicago-Graham School 2011 — 2011
Financial Accounting, 41000 Business Statistics
University of Illinois at Chicago 2003 — 2005
Bachelor, Finance, Marketing, Entreprenuel Studies
Elgin Community College 1999 — 2001
Associate, Nursing
Streamwood
Augustine Atangana's The Northern Trust Company Experience October 2014 - Present
Job Consultant, Securities Processing (Treasury Back Office)
Industry Financial Services
Experience
The Northern Trust Company October 2014 - Present
The Northern Trust Company September 2013 - October 2014
Northern Trust January 2006 - August 2013
MTN Cameroon January 2000 - July 2003
Consulting Enginneers Salgitter Gmbh June 1999 - December 1999
Skills
Accounting, Audit, Communication, Account Reconciliation, Bank Reconciliation, Cash Management, Reporting & Analysis, Member of Toastmasters, Peer Mentoring, Non-profit Volunteer, Customer Service, General Ledger, Tax Preparation, Auditing, Finance, Internal Controls, Financial Analysis, Financial Statements, Financial Reporting, Financial Accounting, Analysis, Microsoft Excel, Risk Management, Banking, Process Improvement
Education
DeVry University-Illinois 2011 — 2012
Bachelor of Science (B.S.), Technical Management (Accounting Concentration), 3.77 GPA
Harold Washington College 2006 — 2010
Associate of Arts (A.A.), General Studies
Institut Siantou Superieur 1997 — 1999
BTS Comptabilite et Gestion des Entreprises, Accounting and Business/Management
The Northern Trust Company October 2014 - Present
The Northern Trust Company September 2013 - October 2014
Northern Trust January 2006 - August 2013
MTN Cameroon January 2000 - July 2003
Consulting Enginneers Salgitter Gmbh June 1999 - December 1999
Skills
Accounting, Audit, Communication, Account Reconciliation, Bank Reconciliation, Cash Management, Reporting & Analysis, Member of Toastmasters, Peer Mentoring, Non-profit Volunteer, Customer Service, General Ledger, Tax Preparation, Auditing, Finance, Internal Controls, Financial Analysis, Financial Statements, Financial Reporting, Financial Accounting, Analysis, Microsoft Excel, Risk Management, Banking, Process Improvement
Education
DeVry University-Illinois 2011 — 2012
Bachelor of Science (B.S.), Technical Management (Accounting Concentration), 3.77 GPA
Harold Washington College 2006 — 2010
Associate of Arts (A.A.), General Studies
Institut Siantou Superieur 1997 — 1999
BTS Comptabilite et Gestion des Entreprises, Accounting and Business/Management
Krista Hubbard Krista Hubbard's The Northern Trust Company Experience July 1996 - April 1998
Job Financial Reporting Manager at Life Fitness
Industry Health, Wellness and Fitness
Experience
Life Fitness September 2004 - Present
CareerBuilder, LLC September 2003 - May 2004
Diversified Financial Management Corporation April 2000 - September 2003
Alliant Foodservice September 1998 - April 2000
DePaul University April 1998 - June 1998
The Northern Trust Company July 1996 - April 1998
American National Bank and Trust April 1995 - July 1996
Gelber Industries July 1993 - April 1995
Education
DePaul University
Masters, Accounting
Illinois State University
BA, International Business
Illinois State University
BA, Spanish
Life Fitness September 2004 - Present
CareerBuilder, LLC September 2003 - May 2004
Diversified Financial Management Corporation April 2000 - September 2003
Alliant Foodservice September 1998 - April 2000
DePaul University April 1998 - June 1998
The Northern Trust Company July 1996 - April 1998
American National Bank and Trust April 1995 - July 1996
Gelber Industries July 1993 - April 1995
Education
DePaul University
Masters, Accounting
Illinois State University
BA, International Business
Illinois State University
BA, Spanish
Samuel Kiburz Samuel Kiburz's The Northern Trust Company Experience September 2002 - October 2013
Job Portfolio Manager at Charlotte State Bank & Trust
Industry Banking
Experience
Charlotte State Bank & Trust November 2013 - Present
The Northern Trust Company September 2002 - October 2013
First National Bank of Florida 1996 - 2002
Skills
Commercial Lending, Private Banking, Banking, Loans, Credit, Financial Analysis, Credit Analysis, Wealth Management, Commercial Banking, Portfolio Management, Financial Services, Strategic Financial..., Small Business Lending, Consumer Lending, Investment Advisory, Investments, Investment Management, Series 7, Securities, Wealth Management..., Asset Allocation, Mutual Funds, Asset Management
Education
Florida Gulf Coast University 1998 — 2000
MBA, Finance
University of Florida - Warrington College of Business Administration 1992 — 1996
BA, Finance, Insurance, Economics
Charlotte State Bank & Trust November 2013 - Present
The Northern Trust Company September 2002 - October 2013
First National Bank of Florida 1996 - 2002
Skills
Commercial Lending, Private Banking, Banking, Loans, Credit, Financial Analysis, Credit Analysis, Wealth Management, Commercial Banking, Portfolio Management, Financial Services, Strategic Financial..., Small Business Lending, Consumer Lending, Investment Advisory, Investments, Investment Management, Series 7, Securities, Wealth Management..., Asset Allocation, Mutual Funds, Asset Management
Education
Florida Gulf Coast University 1998 — 2000
MBA, Finance
University of Florida - Warrington College of Business Administration 1992 — 1996
BA, Finance, Insurance, Economics
Jennifer Pisarkiewicz's The Northern Trust Company Experience November 1992 - June 2004
Job
Industry Financial Services
Experience
Assurance Brokers January 2014 - Present
Rockwood School District May 2004 - January 2014
The Northern Trust Company November 1992 - June 2004
The Northern Trust Company November 1992 - June 2004
Skills
Banking, Management, Analysis, Investments, Finance, Financial Reporting, Strategic Planning, Financial Modeling, Accounting, Commercial Banking, Customer Service, Microsoft Excel, Risk Management, Budgets, Project Management, Business Analysis, Strategic Financial..., Client Relations Skills, Customer Retention, Insurance
Education
Indiana University Bloomington 1987 — 1991
Bachelor's degree, Economics
Assurance Brokers January 2014 - Present
Rockwood School District May 2004 - January 2014
The Northern Trust Company November 1992 - June 2004
The Northern Trust Company November 1992 - June 2004
Skills
Banking, Management, Analysis, Investments, Finance, Financial Reporting, Strategic Planning, Financial Modeling, Accounting, Commercial Banking, Customer Service, Microsoft Excel, Risk Management, Budgets, Project Management, Business Analysis, Strategic Financial..., Client Relations Skills, Customer Retention, Insurance
Education
Indiana University Bloomington 1987 — 1991
Bachelor's degree, Economics
Steve Brownfield Steve Brownfield's The Northern Trust Company Experience July 2006 - May 2009
Job Experienced Procurement and Supply Chain Executive
Industry Food Production
Experience
ConAgra Foods May 2009 - Present
The Northern Trust Company July 2006 - May 2009
The Northern Trust Company July 2006 - September 2008
Ameriwood Industries June 2004 - July 2006
Smurfit Stone Container Corporation 2003 - 2004
Insituform Technologies December 1997 - October 2002
Skills
Procurement, Strategic Sourcing, Contract Negotiation, Global Sourcing, Supply Management, Supply Chain, Sourcing, Change Management, Program Management, Management, Logistics, Manufacturing, Supply Chain Management, Strategy, Negotiation, Cross-functional Team..., Business Strategy, Vendor Management, Operations Management, Forecasting, Process Improvement, Purchasing, Team Building, Lean Manufacturing, SAP, Continuous Improvement, Risk Management, Leadership, Project Management, ERP, Outsourcing, Six Sigma, Strategic Planning, Strategic Partnerships, Business Process..., MRP, Mergers & Acquisitions, Executive Management, P&L Management, Pricing, Materials Management, Supply Chain..., Process Engineering, Contract Management, Inventory Management, Operational Excellence, Spend Analysis, Supplier Development, Demand Planning, Logistics Management
Education
Washington University in St. Louis - Olin Business School 2002 — 2003
Emerging Markets and Strategic Sourcing
University of Pittsburgh School of Law 1986 — 1988
Advanced Studies in Contracts
University of Michigan Graduate School - AnnArbor 1984 — 1986
Advanced Studies in Procurement-Supply Chain Management
Drake University
BS, Business and Finance
ConAgra Foods May 2009 - Present
The Northern Trust Company July 2006 - May 2009
The Northern Trust Company July 2006 - September 2008
Ameriwood Industries June 2004 - July 2006
Smurfit Stone Container Corporation 2003 - 2004
Insituform Technologies December 1997 - October 2002
Skills
Procurement, Strategic Sourcing, Contract Negotiation, Global Sourcing, Supply Management, Supply Chain, Sourcing, Change Management, Program Management, Management, Logistics, Manufacturing, Supply Chain Management, Strategy, Negotiation, Cross-functional Team..., Business Strategy, Vendor Management, Operations Management, Forecasting, Process Improvement, Purchasing, Team Building, Lean Manufacturing, SAP, Continuous Improvement, Risk Management, Leadership, Project Management, ERP, Outsourcing, Six Sigma, Strategic Planning, Strategic Partnerships, Business Process..., MRP, Mergers & Acquisitions, Executive Management, P&L Management, Pricing, Materials Management, Supply Chain..., Process Engineering, Contract Management, Inventory Management, Operational Excellence, Spend Analysis, Supplier Development, Demand Planning, Logistics Management
Education
Washington University in St. Louis - Olin Business School 2002 — 2003
Emerging Markets and Strategic Sourcing
University of Pittsburgh School of Law 1986 — 1988
Advanced Studies in Contracts
University of Michigan Graduate School - AnnArbor 1984 — 1986
Advanced Studies in Procurement-Supply Chain Management
Drake University
BS, Business and Finance
Ashok Natraj Ashok Natraj's The Northern Trust Company Experience April 2006 - September 2007
Job K12 Account Manager at CDWG
Industry Information Technology and Services
Experience
CDW January 2014 - Present
Contractor at BNY Mellon August 2012 - January 2014
LaSalle Bank, Bank of America, US Bank September 2007 - May 2012
The Northern Trust Company April 2006 - September 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft SQL Server, CDO Suite, Wall Street Office, CDO, Finance, Accounting, Account Reconciliation, ABS, Bloomberg, Banking, Securitization, Structured Finance, Financial Reporting, Securities, Fixed Income
Education
Frostburg State University 2002 — 2005
BS, Business Administration / Finance, 3.5
University of Illinois at Urbana-Champaign
CDW January 2014 - Present
Contractor at BNY Mellon August 2012 - January 2014
LaSalle Bank, Bank of America, US Bank September 2007 - May 2012
The Northern Trust Company April 2006 - September 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft SQL Server, CDO Suite, Wall Street Office, CDO, Finance, Accounting, Account Reconciliation, ABS, Bloomberg, Banking, Securitization, Structured Finance, Financial Reporting, Securities, Fixed Income
Education
Frostburg State University 2002 — 2005
BS, Business Administration / Finance, 3.5
University of Illinois at Urbana-Champaign
Jim Kaplan Jim Kaplan's The Northern Trust Company Experience March 1998 - June 2004
Job Partner at Quarles & Brady LLP
Industry Law Practice
Experience
Quarles & Brady LLP April 2013 - Present
DLA Piper December 2008 - March 2013
Brown Brothers Harriman June 2004 - July 2008
The Northern Trust Company March 1998 - June 2004
Skills
Corporate Law, Banking Law, Private Equity, Bank Regulatory, Licensing, Banking, Loans, Due Diligence, Joint Ventures, Securities Regulation, Corporate Governance, Capital Markets, Commercial Litigation
Education
University of Chicago Law School 1978 — 1981
JD, Law
Harvard College 1972 — 1977
BA, Social Studies
Quarles & Brady LLP April 2013 - Present
DLA Piper December 2008 - March 2013
Brown Brothers Harriman June 2004 - July 2008
The Northern Trust Company March 1998 - June 2004
Skills
Corporate Law, Banking Law, Private Equity, Bank Regulatory, Licensing, Banking, Loans, Due Diligence, Joint Ventures, Securities Regulation, Corporate Governance, Capital Markets, Commercial Litigation
Education
University of Chicago Law School 1978 — 1981
JD, Law
Harvard College 1972 — 1977
BA, Social Studies
Christopher Lerch's The Northern Trust Company Experience June 1998 - August 2003
Job Sales Manager
Industry Business Supplies and Equipment
Experience
Lakeshore Managers LLC June 2009 - Present
Denali Investment Group January 2006 - May 2009
Matrix Trading LLC August 2003 - December 2005
The Northern Trust Company June 1998 - August 2003
Education
Indiana University
BS, Accounting/Finance
Lakeshore Managers LLC June 2009 - Present
Denali Investment Group January 2006 - May 2009
Matrix Trading LLC August 2003 - December 2005
The Northern Trust Company June 1998 - August 2003
Education
Indiana University
BS, Accounting/Finance
Christopher Lombardo Christopher Lombardo's The Northern Trust Company Experience August 2008 - June 2010
Job Assistant Regional Director at the Consumer Financial Protection Bureau
Industry Banking
Experience
Consumer Financial Protection Bureau April 2012 - Present
Federal Deposit Insurance Corporation April 2010 - October 2012
The Northern Trust Company August 2008 - June 2010
Integrated Compliance Solutions March 2007 - August 2007
LaSalle Bank Corporation - ABN AMRO Bank, NV December 2004 - March 2007
Federal Reserve Bank of Chicago May 2002 - December 2004
U.S. Dept of Treasury - OTS June 1998 - May 2002
Federal Deposit Insurance Corporation June 1993 - June 1998
OTS and Federal Home Loan Bank System August 1983 - June 1993
Skills
AML, Risk Management, Banking, OFAC, Finance, Asset Management, Loans, Financial Risk, Financial Analysis, Mortgage Lending, Credit, Retail Banking, Financial Services, Anti Money Laundering, Financial Institutions, Credit Risk, Bank Secrecy Act, Policy, Enterprise Risk..., Management, Regulations, Credit Analysis, Leadership, Fraud, Securities
Education
Lake Forest Graduate School of Management 2004 — 2005
Management
DePaul University - Charles H. Kellstadt Graduate School of Business 1986 — 1987
None, Finance
Saint John's University 1979 — 1983
BA, Economics; Minor in Business Administration
Consumer Financial Protection Bureau April 2012 - Present
Federal Deposit Insurance Corporation April 2010 - October 2012
The Northern Trust Company August 2008 - June 2010
Integrated Compliance Solutions March 2007 - August 2007
LaSalle Bank Corporation - ABN AMRO Bank, NV December 2004 - March 2007
Federal Reserve Bank of Chicago May 2002 - December 2004
U.S. Dept of Treasury - OTS June 1998 - May 2002
Federal Deposit Insurance Corporation June 1993 - June 1998
OTS and Federal Home Loan Bank System August 1983 - June 1993
Skills
AML, Risk Management, Banking, OFAC, Finance, Asset Management, Loans, Financial Risk, Financial Analysis, Mortgage Lending, Credit, Retail Banking, Financial Services, Anti Money Laundering, Financial Institutions, Credit Risk, Bank Secrecy Act, Policy, Enterprise Risk..., Management, Regulations, Credit Analysis, Leadership, Fraud, Securities
Education
Lake Forest Graduate School of Management 2004 — 2005
Management
DePaul University - Charles H. Kellstadt Graduate School of Business 1986 — 1987
None, Finance
Saint John's University 1979 — 1983
BA, Economics; Minor in Business Administration
Matthew Hafelein Matthew Hafelein's The Northern Trust Company Experience November 2005 - July 2006
Job Attorney
Industry Law Practice
Experience
Hafelein White, LLC November 2010 - June 2013
James L. Schwartz & Associates May 2008 - December 2010
Comfort Suites Chicago Michigan Avenue/Loop August 2009 - November 2010
CDW March 2010 - September 2010
Comfort Suites Chicago Michigan Avenue/Loop August 2009 - September 2010
Technology and Intellectual Property (TIP) Legal Clinic January 2009 - May 2009
Thorelli & Associates June 2007 - August 2007
The Northern Trust Company November 2005 - July 2006
Starbucks Coffee Company 2002 - 2006
Skills
Intellectual Property, Negotiating Contracts, Trademarks, Copyright Law, Trade Secrets, Legal Research, Corporate Law, Negotiation, Commercial Litigation, Legal Writing, Cyberlaw, Contract Management, Start-ups, Westlaw, Microsoft Office, Microsoft Excel, Mediation, Legal Compliance
Education
DePaul University College of Law 2006 — 2009
J.D., Law
Michigan State University, Eli Broad College of Business 2001 — 2004
Bachelor, Arts; Finance
Hafelein White, LLC November 2010 - June 2013
James L. Schwartz & Associates May 2008 - December 2010
Comfort Suites Chicago Michigan Avenue/Loop August 2009 - November 2010
CDW March 2010 - September 2010
Comfort Suites Chicago Michigan Avenue/Loop August 2009 - September 2010
Technology and Intellectual Property (TIP) Legal Clinic January 2009 - May 2009
Thorelli & Associates June 2007 - August 2007
The Northern Trust Company November 2005 - July 2006
Starbucks Coffee Company 2002 - 2006
Skills
Intellectual Property, Negotiating Contracts, Trademarks, Copyright Law, Trade Secrets, Legal Research, Corporate Law, Negotiation, Commercial Litigation, Legal Writing, Cyberlaw, Contract Management, Start-ups, Westlaw, Microsoft Office, Microsoft Excel, Mediation, Legal Compliance
Education
DePaul University College of Law 2006 — 2009
J.D., Law
Michigan State University, Eli Broad College of Business 2001 — 2004
Bachelor, Arts; Finance
Harvey Alligood Harvey Alligood's The Northern Trust Company Experience November 1983 - October 2011
Job Retired at Milwaukee, WI & Jensen Beach, FL
Industry Financial Services
Experience
Milwaukee, WI & Jensen Beach, FL November 2011 - Present
The Northern Trust Company November 1983 - October 2011
Skills
Wealth Management, High Net Worth..., Asset Allocation, Asset Managment, Estate Planning, Investments, Private Banking, Retirement Planning, Strategic Financial..., Trusts
Education
Florida International University - College of Business Administration
Bachelor's Degree, Finance
Miami Coral Park Senior High School
Milwaukee, WI & Jensen Beach, FL November 2011 - Present
The Northern Trust Company November 1983 - October 2011
Skills
Wealth Management, High Net Worth..., Asset Allocation, Asset Managment, Estate Planning, Investments, Private Banking, Retirement Planning, Strategic Financial..., Trusts
Education
Florida International University - College of Business Administration
Bachelor's Degree, Finance
Miami Coral Park Senior High School
Jackie Schauwecker Jackie Schauwecker's The Northern Trust Company Experience May 1998 - January 2002
Job Vice President & Sales Team Lead Commercial Treasury Management at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank May 2010 - Present
Fifth Third Bank April 2005 - May 2010
Harris Trust & Savings Bank February 2002 - April 2005
The Northern Trust Company May 1998 - January 2002
Skills
Credit, Loans, Due Diligence, Negotiation, Internal Audit, Credit Analysis, Underwriting, Cross Selling, Financial Modeling, Risk Management, Mortgage Lending, Credit Cards, Finance, Forecasting, Investments, Electronic Payments, Merchant Services, Strategic Planning, Sales, Retail Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance and Marketing
Indiana University - Kelley School of Business
BS in Business Administration, Accounting and International Business
Fifth Third Bank May 2010 - Present
Fifth Third Bank April 2005 - May 2010
Harris Trust & Savings Bank February 2002 - April 2005
The Northern Trust Company May 1998 - January 2002
Skills
Credit, Loans, Due Diligence, Negotiation, Internal Audit, Credit Analysis, Underwriting, Cross Selling, Financial Modeling, Risk Management, Mortgage Lending, Credit Cards, Finance, Forecasting, Investments, Electronic Payments, Merchant Services, Strategic Planning, Sales, Retail Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance and Marketing
Indiana University - Kelley School of Business
BS in Business Administration, Accounting and International Business
Sheree White Sheree White's The Northern Trust Company Experience May 1999 - June 2001
Job BSW, Graduate Student, Social Work, Public Service Clerk at Illinois Secretary of State
Industry Government Administration
Experience
Illinois Secretary of State February 2011 - Present
Beatrice Caffey February 2011 - January 2012
Pads Homeless Shelter August 2010 - February 2011
Minority Internship Program June 2009 - September 2009
Waukesha County Technical College August 2003 - March 2006
The Northern Trust Company May 1999 - June 2001
Skills
Customer Service, Microsoft Office, Typing, Data Processing, Data Entry, Cashiering, Payroll, Accounting
Education
Dominican University 2014 — 2016
Master of Social Work (MSW), Military Science and Operational Studies
Governors State University 2008 — 2010
BSW, Social Work
Waukesha County Technical College 2003 — 2006
Associate's degree, Accounting
Illinois Secretary of State February 2011 - Present
Beatrice Caffey February 2011 - January 2012
Pads Homeless Shelter August 2010 - February 2011
Minority Internship Program June 2009 - September 2009
Waukesha County Technical College August 2003 - March 2006
The Northern Trust Company May 1999 - June 2001
Skills
Customer Service, Microsoft Office, Typing, Data Processing, Data Entry, Cashiering, Payroll, Accounting
Education
Dominican University 2014 — 2016
Master of Social Work (MSW), Military Science and Operational Studies
Governors State University 2008 — 2010
BSW, Social Work
Waukesha County Technical College 2003 — 2006
Associate's degree, Accounting
Allan C. (Al) Cave, Jr. Allan C. (Al) Cave, Jr.'s The Northern Trust Company Experience April 2013 - Present
Job Chief Compliance and Ethics Officer, The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company April 2013 - Present
The Northern Trust Company July 2005 - April 2013
Connelly Sheehan Harris April 2004 - May 2005
The Stop & Shop Supermarket Company April 1998 - April 2004
Skills
Employment Law, Employee Relations, Human Resources, Litigation, Management, Team Leadership, Investigation, Diversity, Loss Prevention, Safety, Risk Management, HR Policies, Banking, Performance Management, Finance, Corporate Law, Policy, Financial Services
Education
Georgetown University Law Center 1990 — 1993
Doctor of Law (J.D.)
Duke University 1985 — 1989
Bachelor of Arts (B.A.), Political Science
The Northern Trust Company April 2013 - Present
The Northern Trust Company July 2005 - April 2013
Connelly Sheehan Harris April 2004 - May 2005
The Stop & Shop Supermarket Company April 1998 - April 2004
Skills
Employment Law, Employee Relations, Human Resources, Litigation, Management, Team Leadership, Investigation, Diversity, Loss Prevention, Safety, Risk Management, HR Policies, Banking, Performance Management, Finance, Corporate Law, Policy, Financial Services
Education
Georgetown University Law Center 1990 — 1993
Doctor of Law (J.D.)
Duke University 1985 — 1989
Bachelor of Arts (B.A.), Political Science
Lawrence C. Mitchell Lawrence C. Mitchell's The Northern Trust Company Experience 1995 - 2002
Job Executive Director
Industry Investment Management
Experience
Inter-Local Pension Fund, GCC/IBT 2007 - Present
Fifth Third Bank 2004 - 2007
America United Bank and Trust Company 2002 - 2004
The Northern Trust Company 1995 - 2002
Skills
Alternative Investments, Asset Management, Employee Benefits, Asset Allocation, Investments, Fixed Income, Mutual Funds, Hedge Funds, Equities, Series 7, Investment Management, Portfolio Management, Strategic Financial..., Leadership, Training, Financial Planning, Financial Services, Management, Investment Strategies, Finance, Securities, Strategic Planning, Wealth Management
Education
College of Financial Planning 1995 — 1997
CFP Professional Education Program
Dominican University 1992 — 1994
Master of Business Administration, Finance
Dominican University 1988 — 1992
Bachelors of Arts, Business Administration and Political Science
Inter-Local Pension Fund, GCC/IBT 2007 - Present
Fifth Third Bank 2004 - 2007
America United Bank and Trust Company 2002 - 2004
The Northern Trust Company 1995 - 2002
Skills
Alternative Investments, Asset Management, Employee Benefits, Asset Allocation, Investments, Fixed Income, Mutual Funds, Hedge Funds, Equities, Series 7, Investment Management, Portfolio Management, Strategic Financial..., Leadership, Training, Financial Planning, Financial Services, Management, Investment Strategies, Finance, Securities, Strategic Planning, Wealth Management
Education
College of Financial Planning 1995 — 1997
CFP Professional Education Program
Dominican University 1992 — 1994
Master of Business Administration, Finance
Dominican University 1988 — 1992
Bachelors of Arts, Business Administration and Political Science
Jeff Abrahamson's The Northern Trust Company Experience August 2014 - Present
Job Vice President, Procure To Pay at The Northern Trust Company
Industry Telecommunications
Experience
The Northern Trust Company August 2014 - Present
Motorola Solutions 2005 - July 2014
Motorola Inc., Global Procurement Organization, Indirect eProcurement Solutions September 1999 - November 2005
Northrop Grumman 1986 - 1999
Skills
Ariba, Global Deployment, Procurement, Problem Solving, E-procurement, eSourcing, Budgeting, Spend Analysis, E-sourcing, Integrating Acquisitions, Divestitures, Software Project..., Procure-to-Pay, Procurement Contracts, Global Operations, Business Process..., Budgets, Business Process, Vendor Management, Supply Chain, Cross-functional Team..., Leadership, Project Management, Outsourcing, Supply Management, Analysis, Six Sigma, Team Leadership, Global Management
Education
Illinois State University 1981 — 1985
BS, Organizational Management
The Northern Trust Company August 2014 - Present
Motorola Solutions 2005 - July 2014
Motorola Inc., Global Procurement Organization, Indirect eProcurement Solutions September 1999 - November 2005
Northrop Grumman 1986 - 1999
Skills
Ariba, Global Deployment, Procurement, Problem Solving, E-procurement, eSourcing, Budgeting, Spend Analysis, E-sourcing, Integrating Acquisitions, Divestitures, Software Project..., Procure-to-Pay, Procurement Contracts, Global Operations, Business Process..., Budgets, Business Process, Vendor Management, Supply Chain, Cross-functional Team..., Leadership, Project Management, Outsourcing, Supply Management, Analysis, Six Sigma, Team Leadership, Global Management
Education
Illinois State University 1981 — 1985
BS, Organizational Management
Angela Centeno's The Northern Trust Company Experience March 2012 - Present
Job Senior Client Consultant at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company March 2012 - Present
The Northern Trust Company July 2009 - March 2012
The Northern Trust Company October 2005 - June 2009
Driehaus Capital Management 2002 - 2005
Driehaus Capital Management 2001 - 2002
Driehaus Capital Management 1997 - 2000
Driehaus Securities Corporation 1996 - 1997
Driehaus Capital Management 1996 - 1996
Driehaus Capital Management 1993 - 1996
Skills
Securities, Business Requirements, Fund Administration, Corporate Actions, Risk Management, Equities, Fixed Income, Settlement, Bloomberg, Mutual Funds, Back Office, Portfolio Management, Hedge Funds, Business Analysis, Derivatives, Middle Office, ETFs
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1999
MBA, Finance
The University of Kansas 1988 — 1992
BA, Business
The Northern Trust Company March 2012 - Present
The Northern Trust Company July 2009 - March 2012
The Northern Trust Company October 2005 - June 2009
Driehaus Capital Management 2002 - 2005
Driehaus Capital Management 2001 - 2002
Driehaus Capital Management 1997 - 2000
Driehaus Securities Corporation 1996 - 1997
Driehaus Capital Management 1996 - 1996
Driehaus Capital Management 1993 - 1996
Skills
Securities, Business Requirements, Fund Administration, Corporate Actions, Risk Management, Equities, Fixed Income, Settlement, Bloomberg, Mutual Funds, Back Office, Portfolio Management, Hedge Funds, Business Analysis, Derivatives, Middle Office, ETFs
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1999
MBA, Finance
The University of Kansas 1988 — 1992
BA, Business
Art Fogel's The Northern Trust Company Experience November 1991 - February 2010
Job Executive Vice President at Northern Trust Corporation
Industry Banking
Experience
Northern Trust Corporation February 2010 - Present
The Northern Trust Company November 1991 - February 2010
JPMorgan Chase June 1989 - November 1991
EY August 1984 - August 1987
Education
University of North Carolina Kenan Flager School of Business 1987 — 1989
Master of Business Administration (MBA), Finance
Indiana University - Kelley School of Business 1980 — 1984
Bachelor of Science (BS), Accounting
Northern Trust Corporation February 2010 - Present
The Northern Trust Company November 1991 - February 2010
JPMorgan Chase June 1989 - November 1991
EY August 1984 - August 1987
Education
University of North Carolina Kenan Flager School of Business 1987 — 1989
Master of Business Administration (MBA), Finance
Indiana University - Kelley School of Business 1980 — 1984
Bachelor of Science (BS), Accounting
Nessie Junio's The Northern Trust Company Experience April 2006 - Present
Job Reporting Consultant at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company April 2006 - Present
The Northern Trust Company January 1999 - April 2006
The Northern Trust Company June 1995 - December 1998
Federal Home Loan Bank of Chicago May 1994 - June 1995
Skills
Accounting, Auditing, Financial Statements, Leadership, Account Reconciliation, Financial Analysis, Fund Accounting, Financial Reporting, Lotus Notes, Bloomberg, Sarbanes-Oxley Act, Internal Controls, Asset Management, Banking, Internal Audit
Education
DePaul University 1991 — 1995
BSC, Accounting
The Northern Trust Company April 2006 - Present
The Northern Trust Company January 1999 - April 2006
The Northern Trust Company June 1995 - December 1998
Federal Home Loan Bank of Chicago May 1994 - June 1995
Skills
Accounting, Auditing, Financial Statements, Leadership, Account Reconciliation, Financial Analysis, Fund Accounting, Financial Reporting, Lotus Notes, Bloomberg, Sarbanes-Oxley Act, Internal Controls, Asset Management, Banking, Internal Audit
Education
DePaul University 1991 — 1995
BSC, Accounting
Janice Carnegie's The Northern Trust Company Experience March 2011 - October 2011
Job Business Analyst at PNC Mortgage
Industry Financial Services
Experience
PNC Mortgage September 2013 - Present
The Judge Group February 2013 - September 2013
Envestnet Asset Management April 2012 - January 2013
JPMorgan Chase October 2011 - April 2012
The Northern Trust Company March 2011 - October 2011
JP Morgan Chase December 2009 - March 2011
Checkfree Investment Services July 2005 - February 2009
The Northern Trust Company January 2000 - June 2003
The Northern Trust Company 1994 - 2000
The Northern Trust Company 1987 - 1994
Skills
SDLC, Business Analysis, Requirements Gathering, User Acceptance Testing, Visio, Business Requirements, Process Improvement, Requirements Analysis, Software Documentation, Analysis, Training, Project Management, Strategy, Business Process, Business Process..., Vendor Management, SharePoint, MS Project, Access, PMO, Software Project..., Risk Management, Business Intelligence, Resource Management, Systems Analysis, Program Management, Project Portfolio...
Education
Keller Graduate School of Management of DeVry University 2000 — 2002
MBA, Finance
Luther College 1974 — 1978
BA, Liberal Arts
South Shore High School 1970 — 1974
Diploma, College Prep
PNC Mortgage September 2013 - Present
The Judge Group February 2013 - September 2013
Envestnet Asset Management April 2012 - January 2013
JPMorgan Chase October 2011 - April 2012
The Northern Trust Company March 2011 - October 2011
JP Morgan Chase December 2009 - March 2011
Checkfree Investment Services July 2005 - February 2009
The Northern Trust Company January 2000 - June 2003
The Northern Trust Company 1994 - 2000
The Northern Trust Company 1987 - 1994
Skills
SDLC, Business Analysis, Requirements Gathering, User Acceptance Testing, Visio, Business Requirements, Process Improvement, Requirements Analysis, Software Documentation, Analysis, Training, Project Management, Strategy, Business Process, Business Process..., Vendor Management, SharePoint, MS Project, Access, PMO, Software Project..., Risk Management, Business Intelligence, Resource Management, Systems Analysis, Program Management, Project Portfolio...
Education
Keller Graduate School of Management of DeVry University 2000 — 2002
MBA, Finance
Luther College 1974 — 1978
BA, Liberal Arts
South Shore High School 1970 — 1974
Diploma, College Prep
Jerry Krull's The Northern Trust Company Experience 1999 - Present
Job Enterprise Software Business Professional
Industry Internet
Experience
The Northern Trust Company 1999 - Present
Financial Models Company 1998 - 1999
Shepro Braun Systems 1992 - 1998
Unilever - Van den Bergh Foods 1990 - 1992
SunGard Investment Systems 1988 - 1990
Premier Systems, Inc. 1986 - 1988
Dean Witter Reynolds 1985 - 1986
FDIC 1984 - 1985
Education
Governors State University
MBA, Marketing, Finance
Eastern Illinois University
Bachelor of Science, Finance
Second City Training Center 2000 — 2001
Comedy Writing, Sit-com writing, Sketch, Stand-up, film
The Players Workshop of the Second City 1999 — 2000
Improvisational Comedy, Sketch writing
The Northern Trust Company 1999 - Present
Financial Models Company 1998 - 1999
Shepro Braun Systems 1992 - 1998
Unilever - Van den Bergh Foods 1990 - 1992
SunGard Investment Systems 1988 - 1990
Premier Systems, Inc. 1986 - 1988
Dean Witter Reynolds 1985 - 1986
FDIC 1984 - 1985
Education
Governors State University
MBA, Marketing, Finance
Eastern Illinois University
Bachelor of Science, Finance
Second City Training Center 2000 — 2001
Comedy Writing, Sit-com writing, Sketch, Stand-up, film
The Players Workshop of the Second City 1999 — 2000
Improvisational Comedy, Sketch writing
Marc Barbeau's The Northern Trust Company Experience June 2006 - March 2013
Job Vice President Sr. Private Banker at Wells Fargo The Private Bank
Industry Banking
Experience
Wells Fargo - The Private Bank March 2013 - Present
The Northern Trust Company June 2006 - March 2013
LaSalle Bank / Bank of America 2002 - 2006
Amcore Bank 2001 - 2002
Bank One 1996 - 2001
Skills
Commercial Banking, Wealth Management, Portfolio Management, Commercial Lending, Entrepreneurship, Loans, Private Banking, Investment Management, Strategic Financial..., Credit Analysis, Small Business Lending, Small Business, Asset Management, Finance, Investments, Financial Services, Financial Risk, Series 7, Banking, Wealth Management..., Analysis, High Net Worth..., New Business Development, Wealth, Credit
Education
DePaul University 2005 — 2006
Wells Fargo - The Private Bank March 2013 - Present
The Northern Trust Company June 2006 - March 2013
LaSalle Bank / Bank of America 2002 - 2006
Amcore Bank 2001 - 2002
Bank One 1996 - 2001
Skills
Commercial Banking, Wealth Management, Portfolio Management, Commercial Lending, Entrepreneurship, Loans, Private Banking, Investment Management, Strategic Financial..., Credit Analysis, Small Business Lending, Small Business, Asset Management, Finance, Investments, Financial Services, Financial Risk, Series 7, Banking, Wealth Management..., Analysis, High Net Worth..., New Business Development, Wealth, Credit
Education
DePaul University 2005 — 2006
Ailisa Herrera's The Northern Trust Company Experience October 1993 - January 2001
Job Vice President, MB Financial
Industry Financial Services
Experience
MB Financial Bank March 2011 - Present
Harris Bank May 2006 - April 2011
North Community Bank September 2002 - April 2006
The Northern Trust Company October 1993 - January 2001
Skills
Community Development, Commercial Lending, Loans, Investments, Portfolio Management, Nonprofits, Finance, Community Outreach, Affordable Housing, Economic Development, Investment Properties, Commercial Banking, Credit, Credit Analysis, Banking, Underwriting, Real Estate Economics, Mortgage Lending, Loan Origination, Commercial Mortgages, Financial Analysis, Real Estate Financing, Mortgage Banking, Real Estate, Commercial Real Estate, Financial Services, Real Estate Development, Residential Homes, Tax Credits, Financial Risk, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
MBA, International Marketing and Finance
Northern Illinois University 1989 — 1993
Bachelor of Arts (B.A.), International Business
MB Financial Bank March 2011 - Present
Harris Bank May 2006 - April 2011
North Community Bank September 2002 - April 2006
The Northern Trust Company October 1993 - January 2001
Skills
Community Development, Commercial Lending, Loans, Investments, Portfolio Management, Nonprofits, Finance, Community Outreach, Affordable Housing, Economic Development, Investment Properties, Commercial Banking, Credit, Credit Analysis, Banking, Underwriting, Real Estate Economics, Mortgage Lending, Loan Origination, Commercial Mortgages, Financial Analysis, Real Estate Financing, Mortgage Banking, Real Estate, Commercial Real Estate, Financial Services, Real Estate Development, Residential Homes, Tax Credits, Financial Risk, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
MBA, International Marketing and Finance
Northern Illinois University 1989 — 1993
Bachelor of Arts (B.A.), International Business
mary ita power's The Northern Trust Company Experience 1979 - 1984
Job VP Organizational Effectiveness at Erie Insurance Group
Industry Management Consulting
Experience
Erie Insurance Group January 2011 - Present
erie insurance January 2007 - April 2008
Erie Insurance Group January 2006 - April 2008
The Northern Trust Company 1979 - 1984
Skills
Property & Casualty..., Commercial Insurance, Instructional Design, Media Production, IT Deploymennt Project..., Organizational Change..., Script Writing, AIC (Claims), Project mgt, Strategic Planning, Cognitive Psychology, Large and Small Group...
Education
Rochester Institute of Technology 1977 — 1978
MS, Instructional Design
Gannon University 1973 — 1977
Bachelor of Arts (B.A.), Communications
Erie Insurance Group January 2011 - Present
erie insurance January 2007 - April 2008
Erie Insurance Group January 2006 - April 2008
The Northern Trust Company 1979 - 1984
Skills
Property & Casualty..., Commercial Insurance, Instructional Design, Media Production, IT Deploymennt Project..., Organizational Change..., Script Writing, AIC (Claims), Project mgt, Strategic Planning, Cognitive Psychology, Large and Small Group...
Education
Rochester Institute of Technology 1977 — 1978
MS, Instructional Design
Gannon University 1973 — 1977
Bachelor of Arts (B.A.), Communications
Kimberly (Kortokrax) Bovier's The Northern Trust Company Experience November 2014 - Present
Job Enterprise Portfolio Management, Project Portfolio Manager at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company November 2014 - Present
Skills
Portfolio Management, Investments, Securities, Investment Management, Asset Allocation, Management, Mutual Funds, Program Management, Trading, Access, Corporate Governance, Accounting, Equities, Training, Asset Management, Bloomberg
Education
Indiana University - Kelley School of Business
B.S.
The John Marshall Law School
J.D./LL.M.
The Northern Trust Company November 2014 - Present
Skills
Portfolio Management, Investments, Securities, Investment Management, Asset Allocation, Management, Mutual Funds, Program Management, Trading, Access, Corporate Governance, Accounting, Equities, Training, Asset Management, Bloomberg
Education
Indiana University - Kelley School of Business
B.S.
The John Marshall Law School
J.D./LL.M.
Jack Keller's The Northern Trust Company Experience March 2013 - Present
Job Fund Accounting Client Service Manager at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company March 2013 - Present
Northern Trust Corporation June 2010 - March 2013
Northern Trust Corporation October 2008 - June 2010
Northern Trust Corporation July 2007 - October 2008
Northern Trust Corporation July 2005 - July 2007
Skills
Trading, Fund Accounting, Investments, Bloomberg, Equities, Mutual Funds, Securities, Derivatives, Alternative Investments, Fixed Income, Financial Analysis, Asset Management, Hedge Funds, Options, Asset Allocation, Financial Services
Education
Fordham University 1999 — 2003
Loyola Academy 1995 — 1999
The Northern Trust Company March 2013 - Present
Northern Trust Corporation June 2010 - March 2013
Northern Trust Corporation October 2008 - June 2010
Northern Trust Corporation July 2007 - October 2008
Northern Trust Corporation July 2005 - July 2007
Skills
Trading, Fund Accounting, Investments, Bloomberg, Equities, Mutual Funds, Securities, Derivatives, Alternative Investments, Fixed Income, Financial Analysis, Asset Management, Hedge Funds, Options, Asset Allocation, Financial Services
Education
Fordham University 1999 — 2003
Loyola Academy 1995 — 1999
Marcus Cuellar's The Northern Trust Company Experience January 2007 - November 2011
Job Second VP The Northern Trust
Industry Financial Services
Experience
Northern Trust December 2011 - Present
Northern Trust Company January 2007 - Present
The Northern Trust Company January 2007 - November 2011
The Northern Trust Company January 2005 - January 2007
The Northern Trust Company August 2005 - November 2005
The Northern Trust Company March 2004 - December 2004
The Northern Trust Company July 2001 - March 2004
Education
DePaul University 1995 — 2000
Bachelor of Commerce (B.Com.), Accounting and Finance
DePaul University
Bachelor of Science, Accounting
Northern Trust December 2011 - Present
Northern Trust Company January 2007 - Present
The Northern Trust Company January 2007 - November 2011
The Northern Trust Company January 2005 - January 2007
The Northern Trust Company August 2005 - November 2005
The Northern Trust Company March 2004 - December 2004
The Northern Trust Company July 2001 - March 2004
Education
DePaul University 1995 — 2000
Bachelor of Commerce (B.Com.), Accounting and Finance
DePaul University
Bachelor of Science, Accounting
Marc Ritter's The Northern Trust Company Experience July 2000 - September 2006
Job Treasury Management Sales at Citizens Bank
Industry Banking
Experience
Citizens Bank October 2006 - Present
The Northern Trust Company July 2000 - September 2006
Education
Indiana University Bloomington 1994 — 1999
BA
Citizens Bank October 2006 - Present
The Northern Trust Company July 2000 - September 2006
Education
Indiana University Bloomington 1994 — 1999
BA
Esther M. Gonzalez's The Northern Trust Company Experience January 2012 - Present
Job Senior Vice President, The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company January 2012 - Present
The Northern Trust Company 2003 - 2011
PricewaterhouseCoopers May 1999 - March 2003
Skills
Tax, CPA, High Net Worth..., Financial Analysis, Financial Reporting, Accounting, Estate Planning, Investments, Internal Controls, Finance, Financial Accounting, Corporate Tax, Wealth Management, US GAAP
Education
University of Miami 2000 — 2002
Master of Science in Taxation
Florida International University 1992 — 1996
Bachelor in Accounting
Florida International University 1990 — 1992
Bachelor of Arts & Science, Politial Science
The Northern Trust Company January 2012 - Present
The Northern Trust Company 2003 - 2011
PricewaterhouseCoopers May 1999 - March 2003
Skills
Tax, CPA, High Net Worth..., Financial Analysis, Financial Reporting, Accounting, Estate Planning, Investments, Internal Controls, Finance, Financial Accounting, Corporate Tax, Wealth Management, US GAAP
Education
University of Miami 2000 — 2002
Master of Science in Taxation
Florida International University 1992 — 1996
Bachelor in Accounting
Florida International University 1990 — 1992
Bachelor of Arts & Science, Politial Science
Norma Lua's The Northern Trust Company Experience August 2013 - December 2014
Job Consultant, Alternative Asset Services at The Northern Trust Compnay
Industry Banking
Experience
The Northern Trust Compnay January 2015 - Present
The Northern Trust Company August 2013 - December 2014
The Northern Trust Co. September 2011 - August 2013
The Northern Trust Company April 2010 - September 2011
The Northern Trust Company April 2007 - April 2010
Skills
Financial Analysis, Banking, Wealth Management, Mutual Funds, Portfolio Management, Credit, Risk Management, Account Reconciliation, Accounting, Customer Service, Public Speaking
Education
DePaul University
Bachelor's degree, Business
The Northern Trust Compnay January 2015 - Present
The Northern Trust Company August 2013 - December 2014
The Northern Trust Co. September 2011 - August 2013
The Northern Trust Company April 2010 - September 2011
The Northern Trust Company April 2007 - April 2010
Skills
Financial Analysis, Banking, Wealth Management, Mutual Funds, Portfolio Management, Credit, Risk Management, Account Reconciliation, Accounting, Customer Service, Public Speaking
Education
DePaul University
Bachelor's degree, Business
Jennifer Pisarkiewicz's The Northern Trust Company Experience 1992 - 2004
Job Independent Banking Professional
Industry Banking
Experience
The Northern Trust Company 1992 - 2004
Education
Indiana University Bloomington 1987 — 1991
BA, Economics
The Northern Trust Company 1992 - 2004
Education
Indiana University Bloomington 1987 — 1991
BA, Economics
yoshijiro fukuchi's The Northern Trust Company Experience February 1999 - Present
Job 2VP at The Northern Trust Company
Industry Banking
Experience
The Northern Trust Company February 1999 - Present
Skills
Performance Management, IBM Mainframe, Vendor Management, SDLC, Portfolio Management, Business Process..., Team Leadership
Education
DePaul University 1998 — 1999
CCP (Computer Carrer Program), Computer Science, Honor with distinction
University of Illinois at Chicago 1980 — 1986
Doctor of Philosophy (Ph.D.), Mechanical Engineering, 4.7
The Northern Trust Company February 1999 - Present
Skills
Performance Management, IBM Mainframe, Vendor Management, SDLC, Portfolio Management, Business Process..., Team Leadership
Education
DePaul University 1998 — 1999
CCP (Computer Carrer Program), Computer Science, Honor with distinction
University of Illinois at Chicago 1980 — 1986
Doctor of Philosophy (Ph.D.), Mechanical Engineering, 4.7
Roger McDougal, CPWA®'s The Northern Trust Company Experience April 2014 - Present
Job
Industry Financial Services
Experience
The Northern Trust Company April 2014 - Present
Easter Seals DuPage and the Fox Valley Region September 2009 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2002
MBA
University of Iowa - Henry B. Tippie College of Business 1989 — 1994
BBA
The Northern Trust Company April 2014 - Present
Easter Seals DuPage and the Fox Valley Region September 2009 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2002
MBA
University of Iowa - Henry B. Tippie College of Business 1989 — 1994
BBA
Susan Kitchel Sheldon's The Northern Trust Company Experience 1986 - September 1987
Job Vice President & Director at Northwestern Bank
Industry Banking
Experience
Northwestern Bank August 2000 - Present
Empire National Bank January 1987 - August 2000
The Northern Trust Company 1986 - September 1987
Education
Grand Valley State University 1978 — 1982
B.A., Legal Administration, Business
Northwestern Bank August 2000 - Present
Empire National Bank January 1987 - August 2000
The Northern Trust Company 1986 - September 1987
Education
Grand Valley State University 1978 — 1982
B.A., Legal Administration, Business
Paula Teich's The Northern Trust Company Experience August 1999 - July 2004
Job Director, Global Learning & Development at MetLife
Industry Financial Services
Experience
MetLife 2015 - Present
MetLife October 2009 - January 2015
MetLife July 2004 - September 2009
The Northern Trust Company August 1999 - July 2004
Citibank 1984 - 1999
Skills
Performance Consulting, Learning Management, Needs Analysis, Training Delivery, Instructor-led Training, Blended Learning, ADDIE, Change Management, Instructional Design, Employee Engagement, Captivate, Talent Management, Organizational..., Leadership Development
Education
DePaul University 1986 — 1990
MBA, Marketing & Management
Northwestern University 1980 — 1984
BA, Economics
MetLife 2015 - Present
MetLife October 2009 - January 2015
MetLife July 2004 - September 2009
The Northern Trust Company August 1999 - July 2004
Citibank 1984 - 1999
Skills
Performance Consulting, Learning Management, Needs Analysis, Training Delivery, Instructor-led Training, Blended Learning, ADDIE, Change Management, Instructional Design, Employee Engagement, Captivate, Talent Management, Organizational..., Leadership Development
Education
DePaul University 1986 — 1990
MBA, Marketing & Management
Northwestern University 1980 — 1984
BA, Economics
Christopher O'Banner, MBA, CRC®'s The Northern Trust Company Experience January 1996 - January 1998
Job Key Retirement Plan Consultant at Empower Retirement
Industry Financial Services
Experience
Empower Retirement December 2007 - Present
The Bank of New York, NA September 2005 - December 2007
Great-West Retirement Services September 2002 - September 2005
AIG Global Investment Group February 1998 - September 2002
The Northern Trust Company January 1996 - January 1998
Skills
Consultative Selling, Plan Design, 401k, Account Management, Series 63, Structured Finance, Investments, Series 6, Deferred Compensation, 457 Plans, 403 b, Business Relationship..., Business Planning, Selling, Marketing, Training, Mutual Funds, Insurance, Leadership, Portfolio Management, Retirement Planning, Management, Credit, Asset Allocation, Securities, Analysis, Retirement, Risk Management, Finance, Financial Risk, Accounting, Series 7, Financial Services, Banking, Strategic Financial..., Employee Benefits, Customer Service, Public Speaking, Event Planning, Sales, Financial Planning, PowerPoint, Research, Strategic Planning, Microsoft Excel, CRM, Team Building
Education
Northwestern University 2014 — 2016
Master’s Degree, Predictive Analytics
Northern Illinois University
Bachelor of Science (B.S.), Economics
Keller Graduate School of Management of DeVry University
Master of Business Administration, Project Management
Keller Graduate School of Management of DeVry University
Master, Accounting & Financial Management
Empower Retirement December 2007 - Present
The Bank of New York, NA September 2005 - December 2007
Great-West Retirement Services September 2002 - September 2005
AIG Global Investment Group February 1998 - September 2002
The Northern Trust Company January 1996 - January 1998
Skills
Consultative Selling, Plan Design, 401k, Account Management, Series 63, Structured Finance, Investments, Series 6, Deferred Compensation, 457 Plans, 403 b, Business Relationship..., Business Planning, Selling, Marketing, Training, Mutual Funds, Insurance, Leadership, Portfolio Management, Retirement Planning, Management, Credit, Asset Allocation, Securities, Analysis, Retirement, Risk Management, Finance, Financial Risk, Accounting, Series 7, Financial Services, Banking, Strategic Financial..., Employee Benefits, Customer Service, Public Speaking, Event Planning, Sales, Financial Planning, PowerPoint, Research, Strategic Planning, Microsoft Excel, CRM, Team Building
Education
Northwestern University 2014 — 2016
Master’s Degree, Predictive Analytics
Northern Illinois University
Bachelor of Science (B.S.), Economics
Keller Graduate School of Management of DeVry University
Master of Business Administration, Project Management
Keller Graduate School of Management of DeVry University
Master, Accounting & Financial Management
Gordon Howard's The Northern Trust Company Experience October 1998 - Present
Job Vice President at Northern Trust, N.A.
Industry Banking
Experience
The Northern Trust Company October 1998 - Present
Northern Trust 1998 - Present
Whitney National Bank, New Orleans LA October 1981 - September 1998
Skills
Investment Advisory, Wealth Management..., Estate Planning, Portfolio Management, Asset Allocation, Wealth Management, Alternative Investments, Investment Strategies, Asset Managment, Investments
Education
Canon Trust School, Pepperdine University, Malibu, CA 1991 — 1992
Trust Banking
National Trust School, Northwestern University, Evanston IL 1986 — 1987
Trust School
Emory University 1977 — 1981
B.A., History, Political Science
Oxford College of Emory University 1977 — 1979
Associate's Degree, Liberal Arts and Sciences, General Studies and Humanities
The Northern Trust Company October 1998 - Present
Northern Trust 1998 - Present
Whitney National Bank, New Orleans LA October 1981 - September 1998
Skills
Investment Advisory, Wealth Management..., Estate Planning, Portfolio Management, Asset Allocation, Wealth Management, Alternative Investments, Investment Strategies, Asset Managment, Investments
Education
Canon Trust School, Pepperdine University, Malibu, CA 1991 — 1992
Trust Banking
National Trust School, Northwestern University, Evanston IL 1986 — 1987
Trust School
Emory University 1977 — 1981
B.A., History, Political Science
Oxford College of Emory University 1977 — 1979
Associate's Degree, Liberal Arts and Sciences, General Studies and Humanities
Tom Wray's The Northern Trust Company Experience September 2003 - March 2007
Job Content Development at Ceannate Corp.
Industry Publishing
Experience
Ceannate Corp. April 2015 - Present
Cortex News Service April 1999 - April 2015
Pearson November 2013 - November 2014
What's Happening! Community Newspapers June 2013 - June 2014
Institute of Cultural Affairs August 2011 - January 2013
Morten Group October 2010 - December 2011
University of Southern Indiana October 2009 - July 2010
BNP Media March 2007 - January 2009
The Northern Trust Company September 2003 - March 2007
Skills
writing, Digital Photography, Web Content Management, Social Media, Editing, Journalism, Press Releases, Production, Layout, Writing, Publishing, Creative Direction, Content Management, Magazines, Photography, Copy Editing, Event Management, Newsletters, Fundraising, Publications, Blogging, Media Relations, Event Planning, Social Networking, InDesign, Public Relations, Web Content, Video, Storytelling, Photoshop, Research, Proofreading, Copywriting, Freelance Writing, AP Style, Radio, Facebook, New Media, Dreamweaver, Creative Writing
Education
Franklin College 1992 — 1995
BA, Journalism, Theater
Princeton Community High School 1988 — 1992
High School Diploma, College Prep
Ceannate Corp. April 2015 - Present
Cortex News Service April 1999 - April 2015
Pearson November 2013 - November 2014
What's Happening! Community Newspapers June 2013 - June 2014
Institute of Cultural Affairs August 2011 - January 2013
Morten Group October 2010 - December 2011
University of Southern Indiana October 2009 - July 2010
BNP Media March 2007 - January 2009
The Northern Trust Company September 2003 - March 2007
Skills
writing, Digital Photography, Web Content Management, Social Media, Editing, Journalism, Press Releases, Production, Layout, Writing, Publishing, Creative Direction, Content Management, Magazines, Photography, Copy Editing, Event Management, Newsletters, Fundraising, Publications, Blogging, Media Relations, Event Planning, Social Networking, InDesign, Public Relations, Web Content, Video, Storytelling, Photoshop, Research, Proofreading, Copywriting, Freelance Writing, AP Style, Radio, Facebook, New Media, Dreamweaver, Creative Writing
Education
Franklin College 1992 — 1995
BA, Journalism, Theater
Princeton Community High School 1988 — 1992
High School Diploma, College Prep
John J. Zielinski, CFA,CFP ®'s The Northern Trust Company Experience June 1980 - December 2002
Job Financial Advisor at William Blair & Company
Industry Investment Management
Experience
William Blair & Company April 2013 - Present
Capital Group December 2007 - April 2013
Neuberger Berman December 2002 - December 2007
The Northern Trust Company June 1980 - December 2002
Skills
Asset Management, Asset Allocation, Investment Policy, Financial Planning, Investments, Asset Managment, Estate Planning, High Net Worth..., Wealth Management..., Wealth Management, Strategic Financial..., Series 7, Portfolio Management, Mutual Funds, Investment Strategies, Investment Management, Hedge Funds, Investment Advisory, Management, Alternative Investments, Equities, Finance, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1982 — 1984
MBA, Finance
Trine University 1976 — 1980
BS, Business
William Blair & Company April 2013 - Present
Capital Group December 2007 - April 2013
Neuberger Berman December 2002 - December 2007
The Northern Trust Company June 1980 - December 2002
Skills
Asset Management, Asset Allocation, Investment Policy, Financial Planning, Investments, Asset Managment, Estate Planning, High Net Worth..., Wealth Management..., Wealth Management, Strategic Financial..., Series 7, Portfolio Management, Mutual Funds, Investment Strategies, Investment Management, Hedge Funds, Investment Advisory, Management, Alternative Investments, Equities, Finance, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1982 — 1984
MBA, Finance
Trine University 1976 — 1980
BS, Business
Donald Heatherly's The Northern Trust Company Experience September 2015 - Present
Job Wealth Strategist and Vice President at The Northern Trust Company
Industry Banking
Experience
The Northern Trust Company September 2015 - Present
BMO Private Bank June 2008 - September 2015
Fifth Third Bank 2003 - 2008
Merrill Lynch June 1998 - February 2003
Polaroid Corporation 1990 - 1998
Skills
Wealth Management, Wealth, Financial Analysis, Retirement Planning, Wealth Management..., Equities, Trust Services, Small Business, Tax, Trusts, Certified Financial..., High Net Worth..., Alternative Investments, Private Banking, Treasury Management, Retirement, Investment Advisory, IRAs, Investment Strategies, Financial Planners, Credit Analysis, Disability Insurance, Fixed Annuities, Financial Services, Series 65, Mortgage Lending, Commercial Banking, Small Business Lending, Commercial Lending, Financial Advisory, Consumer Lending, 401k Rollovers, Uniform Combined State..., Life Insurance, Strategy, Securities, Personal Finance, Long-term Care, Relationship Management, Retail Banking, Financial Planning
Education
DePauw University 1983 — 1987
Bachelor of Arts, French Language, Communication Arts and Sciences
Plainfield High School 1979 — 1983
The Northern Trust Company September 2015 - Present
BMO Private Bank June 2008 - September 2015
Fifth Third Bank 2003 - 2008
Merrill Lynch June 1998 - February 2003
Polaroid Corporation 1990 - 1998
Skills
Wealth Management, Wealth, Financial Analysis, Retirement Planning, Wealth Management..., Equities, Trust Services, Small Business, Tax, Trusts, Certified Financial..., High Net Worth..., Alternative Investments, Private Banking, Treasury Management, Retirement, Investment Advisory, IRAs, Investment Strategies, Financial Planners, Credit Analysis, Disability Insurance, Fixed Annuities, Financial Services, Series 65, Mortgage Lending, Commercial Banking, Small Business Lending, Commercial Lending, Financial Advisory, Consumer Lending, 401k Rollovers, Uniform Combined State..., Life Insurance, Strategy, Securities, Personal Finance, Long-term Care, Relationship Management, Retail Banking, Financial Planning
Education
DePauw University 1983 — 1987
Bachelor of Arts, French Language, Communication Arts and Sciences
Plainfield High School 1979 — 1983
Reetu Pepoff's The Northern Trust Company Experience April 2012 - Present
Job Senior Legal Counsel and Senior Vice President at The Northern Trust Company
Industry Legal Services
Experience
The Northern Trust Company April 2012 - Present
PNC Bank, N.A. March 2009 - April 2012
Schiff Hardin LLP 2005 - 2009
Education
Howard University School of Law 2002 — 2005
JD, Law
Florida State University 1999 — 2001
BS, Criminology
The Northern Trust Company April 2012 - Present
PNC Bank, N.A. March 2009 - April 2012
Schiff Hardin LLP 2005 - 2009
Education
Howard University School of Law 2002 — 2005
JD, Law
Florida State University 1999 — 2001
BS, Criminology
Carmello Calvino's The Northern Trust Company Experience December 1999 - October 2010
Job Technical Coordinator Fund Acounting at Northern Trust
Industry Financial Services
Experience
Northern Trust October 2010 - Present
The Northern Trust Company December 1999 - October 2010
Odd Lot Execution Services LLC August 1998 - August 1999
The Chicago Stock Exchange September 1996 - August 1998
Skills
Equities, Mutual Funds, Securities, Investments, Valuation, Fixed Income, Bloomberg, Bonds, Fund Accounting, Bloomberg Terminal, Analysis, Financial Analysis, Derivatives, Options, Financial Services, Finance, Global Custody, Fund Administration, Hedge Funds, Asset Management, Financial Markets, Capital Markets, Portfolio Management
Education
Elmhurst College 2005 — 2008
Bachelor of Science, Finance, Economics
Quigley Seminary South 1986 — 1990
Northern Trust October 2010 - Present
The Northern Trust Company December 1999 - October 2010
Odd Lot Execution Services LLC August 1998 - August 1999
The Chicago Stock Exchange September 1996 - August 1998
Skills
Equities, Mutual Funds, Securities, Investments, Valuation, Fixed Income, Bloomberg, Bonds, Fund Accounting, Bloomberg Terminal, Analysis, Financial Analysis, Derivatives, Options, Financial Services, Finance, Global Custody, Fund Administration, Hedge Funds, Asset Management, Financial Markets, Capital Markets, Portfolio Management
Education
Elmhurst College 2005 — 2008
Bachelor of Science, Finance, Economics
Quigley Seminary South 1986 — 1990
Curt Bambule's The Northern Trust Company Experience May 1998 - Present
Job Senior Vice President at The Northern Trust Company
Industry Banking
Experience
The Northern Trust Company May 1998 - Present
LaSalle National Bank August 1993 - May 1998
Skills
Investments, Asset Managment, Commercial Lending, Asset Allocation, Financial Analysis, Banking, Asset Management, Loans, Wealth Management, Portfolio Management, Credit Analysis, Credit, Finance, Strategic Planning, Mergers & Acquisitions, Risk Management, Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
MBA, Finance
University of Iowa 1989 — 1993
Bachelor of Science, Accounting / Finance
Naperville Central High School 1986 — 1989
Diploma, General
The Northern Trust Company May 1998 - Present
LaSalle National Bank August 1993 - May 1998
Skills
Investments, Asset Managment, Commercial Lending, Asset Allocation, Financial Analysis, Banking, Asset Management, Loans, Wealth Management, Portfolio Management, Credit Analysis, Credit, Finance, Strategic Planning, Mergers & Acquisitions, Risk Management, Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
MBA, Finance
University of Iowa 1989 — 1993
Bachelor of Science, Accounting / Finance
Naperville Central High School 1986 — 1989
Diploma, General
Scott Taccetta's The Northern Trust Company Experience October 1997 - November 2004
Job Experienced Investor/Regulatory Reporting Senior Accountant
Industry Financial Services
Experience
WEDBUSH SECURITIES INC. May 2015 - Present
BANK of AMERICA CORPORATION March 2012 - November 2012
SANTA BARBARA BANK and TRUST March 2010 - March 2012
Northern Trust Securities/Investments November 2004 - January 2006
Northern Trust Investments / Securities, Inc January 2004 - January 2006
Northern Trust Securities, Inc. January 2004 - January 2006
The Northern Trust Company October 1997 - November 2004
The Northern Trust Company January 1997 - January 2004
The Northern Trust Company January 1984 - January 2004
The Northern Trust Company January 1994 - January 1997
Skills
Consolidation, Budgets, General Ledger, Auditing, Finance, Risk Management, Financial Analysis, Internal Audit, Accounting, Corporate Finance, Financial Statements, Sarbanes-Oxley Act, Account Reconciliation, Process Improvement, Financial Services
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1987 — 1989
MBA, Finance
Northern Illinois University 1982 — 1984
B.S., Finance
DePaul University
Masters, Business Administration, Finance
Northern Illinois University
Bachelor of Science, Finance
WEDBUSH SECURITIES INC. May 2015 - Present
BANK of AMERICA CORPORATION March 2012 - November 2012
SANTA BARBARA BANK and TRUST March 2010 - March 2012
Northern Trust Securities/Investments November 2004 - January 2006
Northern Trust Investments / Securities, Inc January 2004 - January 2006
Northern Trust Securities, Inc. January 2004 - January 2006
The Northern Trust Company October 1997 - November 2004
The Northern Trust Company January 1997 - January 2004
The Northern Trust Company January 1984 - January 2004
The Northern Trust Company January 1994 - January 1997
Skills
Consolidation, Budgets, General Ledger, Auditing, Finance, Risk Management, Financial Analysis, Internal Audit, Accounting, Corporate Finance, Financial Statements, Sarbanes-Oxley Act, Account Reconciliation, Process Improvement, Financial Services
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1987 — 1989
MBA, Finance
Northern Illinois University 1982 — 1984
B.S., Finance
DePaul University
Masters, Business Administration, Finance
Northern Illinois University
Bachelor of Science, Finance
Mary Morrissey's The Northern Trust Company Experience June 2000 - June 2005
Job VP Sr. Risk Consultant
Industry Banking
Experience
Northern Trust August 2012 - Present
Northern Trust June 2005 - August 2012
The Northern Trust Company June 2000 - June 2005
Skills
Investments, Portfolio Management, Asset Management, Securities, Asset Allocation, Financial Analysis, Alternative Investments, Hedge Funds, Equities, Fixed Income, 401k, Financial Services
Education
DePaul University College of Law 1992 — 1995
Doctor of Law (J.D.)
Saint Mary's College 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
London School of Economics and Political Science 1990 — 1991
General Certificate, Political Science and Government
Northern Trust August 2012 - Present
Northern Trust June 2005 - August 2012
The Northern Trust Company June 2000 - June 2005
Skills
Investments, Portfolio Management, Asset Management, Securities, Asset Allocation, Financial Analysis, Alternative Investments, Hedge Funds, Equities, Fixed Income, 401k, Financial Services
Education
DePaul University College of Law 1992 — 1995
Doctor of Law (J.D.)
Saint Mary's College 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
London School of Economics and Political Science 1990 — 1991
General Certificate, Political Science and Government
Deirdre Santana's The Northern Trust Company Experience April 1987 - February 1997
Job Real Estate Executive
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. January 2010 - Present
JP Morgan Chase March 1997 - January 2010
The Northern Trust Company April 1987 - February 1997
Skills
Asset Managment, Investments, Brokerage, Real Estate, Real Estate Transactions, Investment Properties, Valuation, Real Estate Development, Leases, Due Diligence, Commercial Real Estate, Wealth Management, Asset Management, Portfolio Management, Real Estate Economics
Education
Illinois State University 1980 — 1985
BS, Economics
Glenbard East High School
JPMorgan Chase Bank N.A. January 2010 - Present
JP Morgan Chase March 1997 - January 2010
The Northern Trust Company April 1987 - February 1997
Skills
Asset Managment, Investments, Brokerage, Real Estate, Real Estate Transactions, Investment Properties, Valuation, Real Estate Development, Leases, Due Diligence, Commercial Real Estate, Wealth Management, Asset Management, Portfolio Management, Real Estate Economics
Education
Illinois State University 1980 — 1985
BS, Economics
Glenbard East High School
Jim Monhart's The Northern Trust Company Experience March 2011 - Present
Job Various at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company March 2011 - Present
The Northern Trust Company July 1982 - Present
Northern Trust June 2005 - February 2011
Skills
Credit Risk, Risk Management, Banking, Commercial Banking
Education
Grinnell College 1976 — 1980
BA, Economics
Washington University in St. Louis - Olin Business School
MBA, Finance
The Northern Trust Company March 2011 - Present
The Northern Trust Company July 1982 - Present
Northern Trust June 2005 - February 2011
Skills
Credit Risk, Risk Management, Banking, Commercial Banking
Education
Grinnell College 1976 — 1980
BA, Economics
Washington University in St. Louis - Olin Business School
MBA, Finance
Susan Remegi's The Northern Trust Company Experience November 2012 - Present
Job Documentation Specialist at The Northern Trust Company
Industry Banking
Experience
The Northern Trust Company November 2012 - Present
The Northern Trust Company November 2010 - Present
Park National Bank June 2003 - Present
Harris Bank November 1988 - June 2003
Skills
Loans, Banking, Credit, Due Diligence
Education
DePaul University 1991 — 2009
Bachelor of Business Administration (BBA), Business Adminstration and some Finance
The Northern Trust Company November 2012 - Present
The Northern Trust Company November 2010 - Present
Park National Bank June 2003 - Present
Harris Bank November 1988 - June 2003
Skills
Loans, Banking, Credit, Due Diligence
Education
DePaul University 1991 — 2009
Bachelor of Business Administration (BBA), Business Adminstration and some Finance
David Port's The Northern Trust Company Experience November 2008 - January 2014
Job Executive Vice President/Trust Administration at The Naples Trust Company
Industry Financial Services
Experience
The Naples Trust Company January 2014 - Present
The Northern Trust Company November 2008 - January 2014
Wachovia Trust Company August 1998 - November 2008
Wells Fargo 1998 - 2008
Skills
Wealth Management, Estate Planning, Wealth Management..., Trust Services, Investment Advisory
Education
Hamline University School of Law 1980 — 1983
J.D.
University of Iowa 1979 — 1980
The Naples Trust Company January 2014 - Present
The Northern Trust Company November 2008 - January 2014
Wachovia Trust Company August 1998 - November 2008
Wells Fargo 1998 - 2008
Skills
Wealth Management, Estate Planning, Wealth Management..., Trust Services, Investment Advisory
Education
Hamline University School of Law 1980 — 1983
J.D.
University of Iowa 1979 — 1980
Nancy Felton-Elkins's The Northern Trust Company Experience October 1981 - May 2009
Job Lifetime Board Member at Public Interest Law Initiative
Industry Financial Services
Experience
NFE Consulting, LLC June 2009 - Present
Mather LifeWays 1991 - Present
Public Interest Law Initiative 1982 - Present
The Northern Trust Company October 1981 - May 2009
Skills
Wealth Management, High Net Worth..., Estate Planning, Fiduciary Services, Personal Trust..., Asset Allocation, Wealth Management..., Investment Management, Strategic Financial..., Estate Law, Hedge Funds, Strategic Planning, Fundraising, Private Equity, Equities, Financial Planning, Alternative Investments, Asset Management
Education
University of Virginia School of Law 1978 — 1981
J.D.
Harvard University 1961 — 1964
M.Div, Theology
Wellesley College 1957 — 1961
A.B.with Honors, Botany, Biblical Studies
NFE Consulting, LLC June 2009 - Present
Mather LifeWays 1991 - Present
Public Interest Law Initiative 1982 - Present
The Northern Trust Company October 1981 - May 2009
Skills
Wealth Management, High Net Worth..., Estate Planning, Fiduciary Services, Personal Trust..., Asset Allocation, Wealth Management..., Investment Management, Strategic Financial..., Estate Law, Hedge Funds, Strategic Planning, Fundraising, Private Equity, Equities, Financial Planning, Alternative Investments, Asset Management
Education
University of Virginia School of Law 1978 — 1981
J.D.
Harvard University 1961 — 1964
M.Div, Theology
Wellesley College 1957 — 1961
A.B.with Honors, Botany, Biblical Studies
Nathaniel Stein's The Northern Trust Company Experience May 2010 - August 2010
Job Consultant, Hedge Fund Administration at Northern Trust
Industry Accounting
Experience
Northern Trust December 2012 - Present
PwC September 2011 - December 2012
Northern Trust May 2010 - August 2010
The Northern Trust Company May 2010 - August 2010
The McTigue Group, Northwestern Mutual Financial Network May 2008 - August 2008
Education
Indiana University - Kelley School of Business 2006 — 2011
Bachelor of Science, Business; Accounting and Finance
University of Sydney 2009 — 2009
Northern Trust December 2012 - Present
PwC September 2011 - December 2012
Northern Trust May 2010 - August 2010
The Northern Trust Company May 2010 - August 2010
The McTigue Group, Northwestern Mutual Financial Network May 2008 - August 2008
Education
Indiana University - Kelley School of Business 2006 — 2011
Bachelor of Science, Business; Accounting and Finance
University of Sydney 2009 — 2009
Irmaa Kelley's The Northern Trust Company Experience August 1977 - August 1978
Job Producer On Location at Chicago Access Network Television
Industry Accounting
Experience
Chicago Access Network Television June 2013 - Present
WyzAnt Tutoring November 2012 - Present
I. J. Kelley, MBA July 2000 - Present
I. J. Kelley, MBA January 1987 - Present
Bethel Christian School - Chicago, IL January 1999 - June 2000
Chicago Public Schools October 1984 - June 1995
Comptroller’s Office, City of Chicago January 1982 - June 1983
Chicago Economic Development Corporation January 1981 - December 1981
The Northern Trust Company August 1977 - August 1978
U. S. Department of Housing & Urban Development May 1972 - May 1975
Skills
MS Office Suite, Excel, Lotus, Quadropro, Quickbooks, Editing, Writing, Windows, Customer Retention, Chapter 13 Bankruptcy, Bankruptcy, Tax Preparation, Tax Returns, Tax Law, Accounting, Financial Accounting, Business Planning, Small Business Tax, Income Tax, Corporate Tax, Cost Accounting, Risk Assessment, Budgeting, Microsoft Office, Microsoft Word, QuickBooks, Auditing, Budgets, Training, Nonprofits, Mergers & Acquisitions, Management
Education
DePaul University - Chicago, IL 1978 — 1978
CPA Review, Accounting
Atlanta University 1975 — 1977
MBA - Finance, Finance (Financial Analysis), 3.8
Jackson State University 1968 — 1972
Bachelor's degree, Accounting, 3.33/4.00
Chicago Access Network Television June 2013 - Present
WyzAnt Tutoring November 2012 - Present
I. J. Kelley, MBA July 2000 - Present
I. J. Kelley, MBA January 1987 - Present
Bethel Christian School - Chicago, IL January 1999 - June 2000
Chicago Public Schools October 1984 - June 1995
Comptroller’s Office, City of Chicago January 1982 - June 1983
Chicago Economic Development Corporation January 1981 - December 1981
The Northern Trust Company August 1977 - August 1978
U. S. Department of Housing & Urban Development May 1972 - May 1975
Skills
MS Office Suite, Excel, Lotus, Quadropro, Quickbooks, Editing, Writing, Windows, Customer Retention, Chapter 13 Bankruptcy, Bankruptcy, Tax Preparation, Tax Returns, Tax Law, Accounting, Financial Accounting, Business Planning, Small Business Tax, Income Tax, Corporate Tax, Cost Accounting, Risk Assessment, Budgeting, Microsoft Office, Microsoft Word, QuickBooks, Auditing, Budgets, Training, Nonprofits, Mergers & Acquisitions, Management
Education
DePaul University - Chicago, IL 1978 — 1978
CPA Review, Accounting
Atlanta University 1975 — 1977
MBA - Finance, Finance (Financial Analysis), 3.8
Jackson State University 1968 — 1972
Bachelor's degree, Accounting, 3.33/4.00
Erik Stoltz's The Northern Trust Company Experience September 2008 - July 2010
Job Portfolio Advisor at PMA Financial Network
Industry Financial Services
Experience
PMA Network August 2013 - Present
NORTHERN TRUST COMPANY January 2010 - August 2013
The Northern Trust Company September 2008 - July 2010
Skills
CRM, Series 7, Series 66, Finance, Financial Services, Investment Management, Uniform Combined State..., Leadership, Budgets, Financial Modeling, Trading, Credit, Financial Analysis, Sales, Risk Management, Retirement, Options, Financial Planning, Private Equity
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2015
Master of Business Administration (MBA), Investment Management
Kenyon College 2004 — 2008
Bachelor of Arts (BA), Modern Languages - Concentration Spanish
Kenyon College
Bachelor of Arts, Modern Languages
Buffalo Grove High School
Kellstadt Graduate School of Business, DePaul University
PMA Network August 2013 - Present
NORTHERN TRUST COMPANY January 2010 - August 2013
The Northern Trust Company September 2008 - July 2010
Skills
CRM, Series 7, Series 66, Finance, Financial Services, Investment Management, Uniform Combined State..., Leadership, Budgets, Financial Modeling, Trading, Credit, Financial Analysis, Sales, Risk Management, Retirement, Options, Financial Planning, Private Equity
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2015
Master of Business Administration (MBA), Investment Management
Kenyon College 2004 — 2008
Bachelor of Arts (BA), Modern Languages - Concentration Spanish
Kenyon College
Bachelor of Arts, Modern Languages
Buffalo Grove High School
Kellstadt Graduate School of Business, DePaul University
G. Travis Hodgson's The Northern Trust Company Experience September 2013 - Present
Job Credit Portfolio Manager at Northern Trust
Industry Banking
Experience
The Northern Trust Company September 2013 - Present
The Northern Trust Company 2012 - September 2013
J.P. Morgan 2010 - November 2012
Skills
Financial Analysis, Financial Statement..., Credit Analysis, Commercial Lending, Banking, Bloomberg, Finance, Financial Modeling, Portfolio Management, Credit, Microsoft Office, Sales
Education
The University of Chicago Booth School of Business 2015 — 2017
Indiana University Bloomington 2005 — 2009
Bachelor of Science, Finance
The Northern Trust Company September 2013 - Present
The Northern Trust Company 2012 - September 2013
J.P. Morgan 2010 - November 2012
Skills
Financial Analysis, Financial Statement..., Credit Analysis, Commercial Lending, Banking, Bloomberg, Finance, Financial Modeling, Portfolio Management, Credit, Microsoft Office, Sales
Education
The University of Chicago Booth School of Business 2015 — 2017
Indiana University Bloomington 2005 — 2009
Bachelor of Science, Finance
Kyla Christie's The Northern Trust Company Experience June 1997 - August 1999
Job Accountant at Indicia
Industry Marketing and Advertising
Experience
Indicia June 2010 - August 2014
Sprint Nextel June 2007 - October 2008
Sprint Nextel July 2004 - June 2007
NTT/Verio May 2001 - July 2004
NTT/Verio September 1999 - May 2001
The Northern Trust Company June 1997 - August 1999
Skills
Financial Analysis, Finance, Portfolio Management, Analysis, Financial Reporting, Variance Analysis, Management, Account Reconciliation, General Ledger, Business Strategy, Accounting, Microsoft Office
Education
University of Dallas 2001 — 2003
MBA, Business
Hillsdale College 1994 — 1997
BA, Finance
Indicia June 2010 - August 2014
Sprint Nextel June 2007 - October 2008
Sprint Nextel July 2004 - June 2007
NTT/Verio May 2001 - July 2004
NTT/Verio September 1999 - May 2001
The Northern Trust Company June 1997 - August 1999
Skills
Financial Analysis, Finance, Portfolio Management, Analysis, Financial Reporting, Variance Analysis, Management, Account Reconciliation, General Ledger, Business Strategy, Accounting, Microsoft Office
Education
University of Dallas 2001 — 2003
MBA, Business
Hillsdale College 1994 — 1997
BA, Finance
Toya Pokolo's The Northern Trust Company Experience June 2008 - March 2012
Job Account Associate
Industry Banking
Experience
The Northern Trust Company June 2008 - March 2012
Robert Half International June 2007 - June 2008
Adecco / Randstad December 2005 - April 2007
Hyatt Regency Chicago November 1998 - December 2005
Skills
Management, Finance, Investments, Auditing, Accounting, Leadership, Process Improvement, Human Resources, Budgets, Financial Services, Financial Statements, Payments, Internal Audit, Account Reconciliation, Strategic Planning, Marketing
Education
DePaul University
Computer Science
National Louis University
Mathematics
The Northern Trust Company June 2008 - March 2012
Robert Half International June 2007 - June 2008
Adecco / Randstad December 2005 - April 2007
Hyatt Regency Chicago November 1998 - December 2005
Skills
Management, Finance, Investments, Auditing, Accounting, Leadership, Process Improvement, Human Resources, Budgets, Financial Services, Financial Statements, Payments, Internal Audit, Account Reconciliation, Strategic Planning, Marketing
Education
DePaul University
Computer Science
National Louis University
Mathematics
Lynn Nordman Caron's The Northern Trust Company Experience January 1988 - May 1991
Job Tax Accountant/Financial Analyst
Industry Accounting
Experience
BDO USA, LLP 2015 - Present
Stone Carlie February 2015 - April 2015
Joel Kamil & Associates, CPAs January 2012 - May 2014
Enterprise Accounting, LLC October 2009 - January 2012
H&R Block 2001 - 2009
Pepose Vision Institute 2006 - 2007
Westminster United Methodist Church 2003 - 2005
T. Rowe Price 1995 - 1996
The Northern Trust Company January 1988 - May 1991
American National Bank and Trust Company of Chicago 1984 - 1987
Skills
Financial Accounting, Tax Preparation, Financial Reporting, Client Services, Employee Benefits, Retirement Plans, Wealth Management, Investor Relations, Accounting, Income Tax, Payroll, Preparation, Excel, Tax, Quickbooks, QuickBooks, Financial Planners
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1992
MBA, Finance
University of Colorado at Boulder 1980 — 1984
BA, Economics
New Trier East HS 1976 — 1980
BDO USA, LLP 2015 - Present
Stone Carlie February 2015 - April 2015
Joel Kamil & Associates, CPAs January 2012 - May 2014
Enterprise Accounting, LLC October 2009 - January 2012
H&R Block 2001 - 2009
Pepose Vision Institute 2006 - 2007
Westminster United Methodist Church 2003 - 2005
T. Rowe Price 1995 - 1996
The Northern Trust Company January 1988 - May 1991
American National Bank and Trust Company of Chicago 1984 - 1987
Skills
Financial Accounting, Tax Preparation, Financial Reporting, Client Services, Employee Benefits, Retirement Plans, Wealth Management, Investor Relations, Accounting, Income Tax, Payroll, Preparation, Excel, Tax, Quickbooks, QuickBooks, Financial Planners
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1992
MBA, Finance
University of Colorado at Boulder 1980 — 1984
BA, Economics
New Trier East HS 1976 — 1980
Jolene Murphy, CFA's The Northern Trust Company Experience October 1992 - October 1999
Job Independent Investment Management, Consulting and Advisory
Industry Investment Management
Experience
Independent Financial Advisory Professional November 2011 - Present
Market Square Lofts January 2003 - Present
Glen Ellyn Infant Welfare September 2006 - Present
Illinois PTA District 41 Council September 2006 - June 2011
The Northern Trust Global Investments October 1999 - May 2002
The Northern Trust Company October 1992 - October 1999
Duff & Phelps Investment Management Company November 1990 - October 1992
The Financial Relations Board July 1989 - September 1990
Skills
Fixed Income Portfolio..., Investments, Investment Management, Consulting, Fixed Income, Portfolio Management, Wealth Management, Investment Strategies, Financial Services, Asset Allocation, Bloomberg, Strategy
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1988 — 1989
MBA
Drake University 1982 — 1986
Bachelor of Arts (BA)
Independent Financial Advisory Professional November 2011 - Present
Market Square Lofts January 2003 - Present
Glen Ellyn Infant Welfare September 2006 - Present
Illinois PTA District 41 Council September 2006 - June 2011
The Northern Trust Global Investments October 1999 - May 2002
The Northern Trust Company October 1992 - October 1999
Duff & Phelps Investment Management Company November 1990 - October 1992
The Financial Relations Board July 1989 - September 1990
Skills
Fixed Income Portfolio..., Investments, Investment Management, Consulting, Fixed Income, Portfolio Management, Wealth Management, Investment Strategies, Financial Services, Asset Allocation, Bloomberg, Strategy
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1988 — 1989
MBA
Drake University 1982 — 1986
Bachelor of Arts (BA)
Tony Lupo's The Northern Trust Company Experience 2003 - Present
Job Fund Accounting Section Manager at The Northern Trust Company
Industry Accounting
Experience
The Northern Trust Company 2003 - Present
Education
DePaul University 1989 — 1993
BS in Finance, Finance/Accounting
The Northern Trust Company 2003 - Present
Education
DePaul University 1989 — 1993
BS in Finance, Finance/Accounting
Marcella Civinelli's The Northern Trust Company Experience January 1985 - May 1987
Job Medical Resource Manager at Charles Schuler, M.D., PhD
Industry Hospital & Health Care
Experience
Charles Schuler, M.D., PhD November 2012 - Present
Florida Business Services November 2012 - Present
Bay Area Society of Echo 2005 - 2015
Echo Tech January 1999 - October 2012
STM Graphics 1995 - 1996
Continental Bank 1989 - 1991
The Northern Trust Company January 1985 - May 1987
Skills
Healthcare, Strategic Planning, Employee Relations, Hospitals, Microsoft Office, Customer Service, Medical Imaging, Patient Safety, PowerPoint, Process Improvement, Team Building, Management, Teamwork, Human Resources, Radiology
Education
Ultrasound Diagnostic School 1997 — 1999
Cardiovascular Technology/Technologist
Robert Morris College 1984 — 1986
Business Administration and Management, General
El Centro College
Charles Schuler, M.D., PhD November 2012 - Present
Florida Business Services November 2012 - Present
Bay Area Society of Echo 2005 - 2015
Echo Tech January 1999 - October 2012
STM Graphics 1995 - 1996
Continental Bank 1989 - 1991
The Northern Trust Company January 1985 - May 1987
Skills
Healthcare, Strategic Planning, Employee Relations, Hospitals, Microsoft Office, Customer Service, Medical Imaging, Patient Safety, PowerPoint, Process Improvement, Team Building, Management, Teamwork, Human Resources, Radiology
Education
Ultrasound Diagnostic School 1997 — 1999
Cardiovascular Technology/Technologist
Robert Morris College 1984 — 1986
Business Administration and Management, General
El Centro College
Kira Humphrey's The Northern Trust Company Experience 1996 - 1999
Job Educational Specialist at Malcolm X College
Industry Nonprofit Organization Management
Experience
Malcolm X College April 2009 - Present
Jewish United Fund April 2006 - July 2008
The Northern Trust Company 1996 - 1999
Education
DeVry University 1997 — 2000
BACHELOR OF SCIENCE, COMPUTER INFORMATION SYSTEMS
KELLER GRADUATE SCHOOL OF MANAGEMENT
MASTER OF BUSINESS ADMINISTRATION, PROJECT MANAGEMENT 2010
Malcolm X College April 2009 - Present
Jewish United Fund April 2006 - July 2008
The Northern Trust Company 1996 - 1999
Education
DeVry University 1997 — 2000
BACHELOR OF SCIENCE, COMPUTER INFORMATION SYSTEMS
KELLER GRADUATE SCHOOL OF MANAGEMENT
MASTER OF BUSINESS ADMINISTRATION, PROJECT MANAGEMENT 2010
Karen Purl's The Northern Trust Company Experience 2001 - Present
Job Sr. Consultant Change Management at Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company 2001 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking
Education
DePauw University 1989 — 1993
Bachelor of Arts (B.A.), Psychology
DePauw University 1989 — 1993
Entrepreneurship/Entrepreneurial Studies
The Northern Trust Company 2001 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking
Education
DePauw University 1989 — 1993
Bachelor of Arts (B.A.), Psychology
DePauw University 1989 — 1993
Entrepreneurship/Entrepreneurial Studies
Leah Brajer's The Northern Trust Company Experience January 2000 - March 2010
Job Financial Services
Industry Financial Services
Experience
The Northern Trust Company January 2000 - March 2010
Skills
Wealth Management, Asset Allocation, Mutual Funds, Securities, Portfolio Management, Asset Management, Series 7, Wealth Management..., Investment Management, Investment Advisory, Estate Planning, Investments, 401k, Investment Strategies, Retirement Planning, Wealth, High Net Worth...
Education
DePaul University
Bachelor of Arts (B.A.), Communication, General
The Northern Trust Company January 2000 - March 2010
Skills
Wealth Management, Asset Allocation, Mutual Funds, Securities, Portfolio Management, Asset Management, Series 7, Wealth Management..., Investment Management, Investment Advisory, Estate Planning, Investments, 401k, Investment Strategies, Retirement Planning, Wealth, High Net Worth...
Education
DePaul University
Bachelor of Arts (B.A.), Communication, General
Theresa Wisniewski's The Northern Trust Company Experience 2000 - Present
Job Senior Application Consultant at The Northern Trust Company
Industry Banking
Experience
The Northern Trust Company 2000 - Present
Lexington College September 1989 - December 2000
The Northern Trust Company July 1974 - September 1989
Skills
Requirements Analysis, SWIFT messaging, Swift Alliance, Bookkeeping, Communication Skills
Education
DePaul University 1970 — 1974
Bachelor's degree, Mathematics
The Northern Trust Company 2000 - Present
Lexington College September 1989 - December 2000
The Northern Trust Company July 1974 - September 1989
Skills
Requirements Analysis, SWIFT messaging, Swift Alliance, Bookkeeping, Communication Skills
Education
DePaul University 1970 — 1974
Bachelor's degree, Mathematics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.