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
James Stringer James Stringer's The Northern Trust Company Experience October 2007 - December 2010
Job Business Systems Analyst at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings February 2013 - Present
JPMorgan Chase March 2012 - February 2013
Northern Trust Company December 2010 - March 2012
The Northern Trust Company October 2007 - December 2010
Wachovia Corporation/World Savings January 2005 - September 2007
World Savings February 2001 - December 2004
NetTek, LLC August 1999 - January 2001
Education
Virginia Polytechnic Institute and State University 1996 — 1999
Bachelors of Science, Business; Management Science & Information Technology
Old Dominion University 1995 — 1996
General Studies
Fitch Ratings February 2013 - Present
JPMorgan Chase March 2012 - February 2013
Northern Trust Company December 2010 - March 2012
The Northern Trust Company October 2007 - December 2010
Wachovia Corporation/World Savings January 2005 - September 2007
World Savings February 2001 - December 2004
NetTek, LLC August 1999 - January 2001
Education
Virginia Polytechnic Institute and State University 1996 — 1999
Bachelors of Science, Business; Management Science & Information Technology
Old Dominion University 1995 — 1996
General Studies
W. Jeffrey Tolva W. Jeffrey Tolva's The Northern Trust Company Experience April 2012 - September 2012
Job Business Analyst / Data Analyst
Industry Information Technology and Services
Experience
Walgreens April 2013 - Present
The Northern Trust Company April 2012 - September 2012
Kenway Consulting at The Northern Trust Company November 2009 - March 2012
Discover Financial Services August 2004 - July 2009
Sears, Roebuck and Co. May 1998 - August 2004
First Card November 1994 - May 1998
Allstate Insurance Company December 1987 - November 1994
Skills
.NET, Visual Basic, SQL, DB2, Visual Studio, Data Analysis, Business Analysis, Business Requirements, Program Management, Project Management, User Acceptance Testing, COBOL, Assembler
Education
Northern Illinois University 1983 — 1987
BS, Computer Science
Walgreens April 2013 - Present
The Northern Trust Company April 2012 - September 2012
Kenway Consulting at The Northern Trust Company November 2009 - March 2012
Discover Financial Services August 2004 - July 2009
Sears, Roebuck and Co. May 1998 - August 2004
First Card November 1994 - May 1998
Allstate Insurance Company December 1987 - November 1994
Skills
.NET, Visual Basic, SQL, DB2, Visual Studio, Data Analysis, Business Analysis, Business Requirements, Program Management, Project Management, User Acceptance Testing, COBOL, Assembler
Education
Northern Illinois University 1983 — 1987
BS, Computer Science
Meribeth Nudelman Meribeth Nudelman's The Northern Trust Company Experience 1983 - 1986
Job VCE Company
Industry Information Technology and Services
Experience
VCE, the Virtual Computing Environment Company November 2011 - Present
Resource Communications, Inc. January 2011 - October 2011
Peak Performance Consulting Group January 2001 - March 2011
Old Kent Financial Corporation (Acquired by Fifth Third Bank) July 1994 - July 2000
Comerica Bank August 1990 - July 1994
Citicorp Diners Club 1986 - 1990
The Northern Trust Company 1983 - 1986
Bank of America 1981 - 1983
Skills
Marketing Strategy, Marketing, Cross-functional Team..., Competitive Analysis, Product Management, Business Development, Management, Sales Operations, B2B, Email Marketing, Sales, Sales Management, Budgets, Training, Risk Management, Strategic Planning, Consulting, Salesforce.com, Customer Retention, Account Management, Process Improvement, Web Design, CRM, Product Marketing, Lead Generation, Project Management
Education
Knox College 1976 — 1980
B.A., Psychology
VCE, the Virtual Computing Environment Company November 2011 - Present
Resource Communications, Inc. January 2011 - October 2011
Peak Performance Consulting Group January 2001 - March 2011
Old Kent Financial Corporation (Acquired by Fifth Third Bank) July 1994 - July 2000
Comerica Bank August 1990 - July 1994
Citicorp Diners Club 1986 - 1990
The Northern Trust Company 1983 - 1986
Bank of America 1981 - 1983
Skills
Marketing Strategy, Marketing, Cross-functional Team..., Competitive Analysis, Product Management, Business Development, Management, Sales Operations, B2B, Email Marketing, Sales, Sales Management, Budgets, Training, Risk Management, Strategic Planning, Consulting, Salesforce.com, Customer Retention, Account Management, Process Improvement, Web Design, CRM, Product Marketing, Lead Generation, Project Management
Education
Knox College 1976 — 1980
B.A., Psychology
Donald Grasso Donald Grasso's The Northern Trust Company Experience August 1976 - July 1980
Job Chairman, Chief Executive Officer and Owner of Rytec Corporation
Industry Building Materials
Experience
Rytec Corporation June 1994 - Present
Winfield Capital LLC February 1993 - June 1994
Prudential Securities February 1990 - February 1993
Merrill Lynch September 1984 - February 1990
A.G. Becker August 1982 - September 1984
The Northern Trust Company August 1976 - July 1980
Skills
Sales Management, Turn Around Management, Corporate Development, Mergers & Acquisitions, Acquisition Integration, Executive Management, M&A experience, Board of Directors, Acquisitions, IPO, Start-ups, Business Strategy, International Sales, Private Equity, Capital Raising, Restructuring, Team Building, Business Development, Contract Negotiation
Education
Kellogg School of Management 1980 — 1982
MM, Finance and Marketing
Princeton University 1972 — 1976
AB, Economics
Rytec Corporation June 1994 - Present
Winfield Capital LLC February 1993 - June 1994
Prudential Securities February 1990 - February 1993
Merrill Lynch September 1984 - February 1990
A.G. Becker August 1982 - September 1984
The Northern Trust Company August 1976 - July 1980
Skills
Sales Management, Turn Around Management, Corporate Development, Mergers & Acquisitions, Acquisition Integration, Executive Management, M&A experience, Board of Directors, Acquisitions, IPO, Start-ups, Business Strategy, International Sales, Private Equity, Capital Raising, Restructuring, Team Building, Business Development, Contract Negotiation
Education
Kellogg School of Management 1980 — 1982
MM, Finance and Marketing
Princeton University 1972 — 1976
AB, Economics
John G. Finley, CFA John G. Finley, CFA's The Northern Trust Company Experience 1976 - 1985
Job Chief Investment Officer at Wheaton Wealth Partners LLC
Industry Investment Management
Experience
Wheaton Wealth Partners, LLC August 2011 - Present
BNP Paribas Investment Partners April 2010 - June 2011
Fortis Investments April 2008 - March 2010
ABN AMRO Asset Management May 1998 - March 2008
First Chicago NBD 1985 - 1998
The Northern Trust Company 1976 - 1985
Skills
Portfolio Management
Education
Northwestern University - Kellogg School of Management 1978 — 1982
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business
BS, Finance
Wheaton Wealth Partners, LLC August 2011 - Present
BNP Paribas Investment Partners April 2010 - June 2011
Fortis Investments April 2008 - March 2010
ABN AMRO Asset Management May 1998 - March 2008
First Chicago NBD 1985 - 1998
The Northern Trust Company 1976 - 1985
Skills
Portfolio Management
Education
Northwestern University - Kellogg School of Management 1978 — 1982
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business
BS, Finance
Bob Stegmann Bob Stegmann's The Northern Trust Company Experience 1981 - 1995
Job Senior Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2012 - Present
Tatum 2006 - 2012
BearingPoint, Inc. 2000 - 2006
KPMG US 1995 - 2000
The Northern Trust Company 1981 - 1995
Skills
Commercial Lending, Business Strategy, Leadership, Risk Management, Financial Analysis, Banking, Financial Services, Mergers & Acquisitions, Financial Modeling, Due Diligence, Corporate Finance, Finance, Loans, Private Equity
Education
Northwestern University - Kellogg School of Management
MBA, Accounting, Marketing, Management
Wharton School, University of Pennsylvania
Bachelor of Science (BS), Finance
Wells Fargo February 2012 - Present
Tatum 2006 - 2012
BearingPoint, Inc. 2000 - 2006
KPMG US 1995 - 2000
The Northern Trust Company 1981 - 1995
Skills
Commercial Lending, Business Strategy, Leadership, Risk Management, Financial Analysis, Banking, Financial Services, Mergers & Acquisitions, Financial Modeling, Due Diligence, Corporate Finance, Finance, Loans, Private Equity
Education
Northwestern University - Kellogg School of Management
MBA, Accounting, Marketing, Management
Wharton School, University of Pennsylvania
Bachelor of Science (BS), Finance
Denise Mock Denise Mock's The Northern Trust Company Experience August 2013 - Present
Job Vice President at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company August 2013 - Present
Northern Trust April 2002 - July 2013
Levenfeld Pearlstein 2000 - 2002
The Northern Trust Company January 1995 - February 2000
Skills
Mutual Funds, Asset Management, Securities, Equities, Asset Allocation, Alternative Investments, Fixed Income, Investments, Portfolio Management, Hedge Funds, Investment Management, Risk Management, High Net Worth..., Wealth Management..., Strategic Financial..., Investment Advisory, Financial Modeling
Education
Northwestern University - College of Continuing Studies 2012 — 2014
Certified Financial Planning
Marquette University 1985 — 1989
BA, English
The Northern Trust Company August 2013 - Present
Northern Trust April 2002 - July 2013
Levenfeld Pearlstein 2000 - 2002
The Northern Trust Company January 1995 - February 2000
Skills
Mutual Funds, Asset Management, Securities, Equities, Asset Allocation, Alternative Investments, Fixed Income, Investments, Portfolio Management, Hedge Funds, Investment Management, Risk Management, High Net Worth..., Wealth Management..., Strategic Financial..., Investment Advisory, Financial Modeling
Education
Northwestern University - College of Continuing Studies 2012 — 2014
Certified Financial Planning
Marquette University 1985 — 1989
BA, English
Erin Fredrick Erin Fredrick's The Northern Trust Company Experience March 2014 - Present
Job Regulatory Administration Paralegal at Northern Trust
Industry Legal Services
Experience
The Northern Trust Company March 2014 - Present
Kabouter Management May 2013 - February 2014
Vedder Price, P.C. June 2012 - May 2013
Skills
Research, Problem Solving, Writing, SEC filings, Microsoft Office, Photoshop, French, Paralegals, Document Review, Document Management, Due Diligence
Education
Vanderbilt University Law School 2015 — 2018
Doctor of Law (J.D.)
Lawrence University 2008 — 2012
Bachelor of Arts, History and Music
Lycée Balzac, Tours, France 2006 — 2007
Baccalauréat de Français, Littérature
The Northern Trust Company March 2014 - Present
Kabouter Management May 2013 - February 2014
Vedder Price, P.C. June 2012 - May 2013
Skills
Research, Problem Solving, Writing, SEC filings, Microsoft Office, Photoshop, French, Paralegals, Document Review, Document Management, Due Diligence
Education
Vanderbilt University Law School 2015 — 2018
Doctor of Law (J.D.)
Lawrence University 2008 — 2012
Bachelor of Arts, History and Music
Lycée Balzac, Tours, France 2006 — 2007
Baccalauréat de Français, Littérature
Roselyn L Friedman, Esq. Roselyn L Friedman, Esq.'s The Northern Trust Company Experience September 1977 - July 1979
Job Attorney & Mediator at Boodell & Domanskis, LLC
Industry Alternative Dispute Resolution
Experience
Boodell & Domanskis, LLC February 2015 - Present
Circuit Court of DuPage County Illinois October 2013 - Present
Circuit Court of Cook County Illinois October 2010 - Present
CIrcuit Court of Lake County Illinois 2012 - Present
Roselyn Friedman Mediation Services October 2010 - Present
Center for Conflict Resolution 1999 - December 2014
Joseph Freed and Associates May 2006 - April 2010
Sachnoff and Weaver (now Reed Smith) March 1995 - March 2006
Rudnick & Wolfe (now DLA Piper) September 1979 - March 1995
The Northern Trust Company September 1977 - July 1979
Skills
Estate Planning, Mediation, Alternative Dispute..., Trusts, Wills, Conflict Resolution, Dispute, Estate Law, Guardianship, Courts, Dispute Resolution, Prenuptial Agreements, Wealth Management..., Succession Planning, Conflict Management
Education
Loyola University Chicago School of Law 1973 — 1977
JD cum laude, Law
Boodell & Domanskis, LLC February 2015 - Present
Circuit Court of DuPage County Illinois October 2013 - Present
Circuit Court of Cook County Illinois October 2010 - Present
CIrcuit Court of Lake County Illinois 2012 - Present
Roselyn Friedman Mediation Services October 2010 - Present
Center for Conflict Resolution 1999 - December 2014
Joseph Freed and Associates May 2006 - April 2010
Sachnoff and Weaver (now Reed Smith) March 1995 - March 2006
Rudnick & Wolfe (now DLA Piper) September 1979 - March 1995
The Northern Trust Company September 1977 - July 1979
Skills
Estate Planning, Mediation, Alternative Dispute..., Trusts, Wills, Conflict Resolution, Dispute, Estate Law, Guardianship, Courts, Dispute Resolution, Prenuptial Agreements, Wealth Management..., Succession Planning, Conflict Management
Education
Loyola University Chicago School of Law 1973 — 1977
JD cum laude, Law
Betsy Alderman, CFP(r) Betsy Alderman, CFP(r)'s The Northern Trust Company Experience April 2014 - Present
Job Wealth Strategist at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company April 2014 - Present
Northern Trust 2008 - Present
Skills
Fundraising, Non-profits, Estate Planning, Wealth Management, Event Planning, Personal Financial..., Investments, FINRA Licenses: Series..., Portfolio Management, Finance, Investment Management, Investment Advisory, Wealth Management..., Trusts, Financial Planners, Asset Management
Education
Miami University 1978 — 1982
Bachelor of Science, Business - Finance/Economics
Bay High School, Bay Village, OH 1974 — 1978
The Northern Trust Company April 2014 - Present
Northern Trust 2008 - Present
Skills
Fundraising, Non-profits, Estate Planning, Wealth Management, Event Planning, Personal Financial..., Investments, FINRA Licenses: Series..., Portfolio Management, Finance, Investment Management, Investment Advisory, Wealth Management..., Trusts, Financial Planners, Asset Management
Education
Miami University 1978 — 1982
Bachelor of Science, Business - Finance/Economics
Bay High School, Bay Village, OH 1974 — 1978
William Marks William Marks's The Northern Trust Company Experience May 2013 - May 2013
Job Retired at The Northern Trust Company
Industry
Experience
The Northern Trust Company May 2013 - May 2013
The Northern Trust Company June 1998 - May 2013
Continental Illinois Trust Company August 1985 - June 1998
First National Bank of Kansas City January 1976 - August 1985
Skills
Estate Planning, Strategic Planning, Public Speaking, Trusts, Leadership, Management, Customer Service, Portfolio Management, Marketing, Microsoft Office
Education
University of Missouri-Columbia 1972 — 1975
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
University of Missouri-Columbia 1972 — 1975
Juris Doctor (J.D.)
Lehigh University - College of Business and Economics 1966 — 1970
Bachelor's Degree, Management Science
The Northern Trust Company May 2013 - May 2013
The Northern Trust Company June 1998 - May 2013
Continental Illinois Trust Company August 1985 - June 1998
First National Bank of Kansas City January 1976 - August 1985
Skills
Estate Planning, Strategic Planning, Public Speaking, Trusts, Leadership, Management, Customer Service, Portfolio Management, Marketing, Microsoft Office
Education
University of Missouri-Columbia 1972 — 1975
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
University of Missouri-Columbia 1972 — 1975
Juris Doctor (J.D.)
Lehigh University - College of Business and Economics 1966 — 1970
Bachelor's Degree, Management Science
Juliana M. Panagas Juliana M. Panagas's The Northern Trust Company Experience November 2008 - October 2014
Job Consultant Relations at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation November 2014 - Present
The Northern Trust Company November 2008 - October 2014
Emergency Fund January 2011 - December 2012
The Northern Trust Company July 2007 - October 2008
The Northern Trust Company June 2006 - August 2006
Skills
Leadership, Business Development, New Business Development, Leadership Development, Financial Services, Relationship Management, Sales Management, Staff Development, Global Custody, Business Strategy, Management, Strategy, Sales
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Management & Strategy, Marketing, Management & Organizations
University of St. Andrews 2003 — 2007
M.A. Joint Honours Degree, International Relations, Management, 2:1 degree classification
Fenwick High School 1999 — 2003
Northern Trust Corporation November 2014 - Present
The Northern Trust Company November 2008 - October 2014
Emergency Fund January 2011 - December 2012
The Northern Trust Company July 2007 - October 2008
The Northern Trust Company June 2006 - August 2006
Skills
Leadership, Business Development, New Business Development, Leadership Development, Financial Services, Relationship Management, Sales Management, Staff Development, Global Custody, Business Strategy, Management, Strategy, Sales
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Management & Strategy, Marketing, Management & Organizations
University of St. Andrews 2003 — 2007
M.A. Joint Honours Degree, International Relations, Management, 2:1 degree classification
Fenwick High School 1999 — 2003
Peter Mogk Peter Mogk's The Northern Trust Company Experience 1985 - 1987
Job Senior Partner at Huron Capital Partners
Industry Venture Capital & Private Equity
Experience
Huron Capital Partners 2001 - Present
Penske Corporation 1994 - 2001
Bank of Montreal Capital Markets 1987 - 1994
The Northern Trust Company 1985 - 1987
Skills
Mergers & Acquisitions,..., Improvement, Small..., Mergers & Acquisitions, Strategic Planning, Financial Modeling, Due Diligence
Education
The University of Chicago Booth School of Business 1986 — 1989
Master of Business Administration (M.B.A.), Finance, General
Miami University 1981 — 1985
Bachelor's Degree, Busines Economics and Finance
Grosse Pointe North High School 1977 — 1981
High School
Huron Capital Partners 2001 - Present
Penske Corporation 1994 - 2001
Bank of Montreal Capital Markets 1987 - 1994
The Northern Trust Company 1985 - 1987
Skills
Mergers & Acquisitions,..., Improvement, Small..., Mergers & Acquisitions, Strategic Planning, Financial Modeling, Due Diligence
Education
The University of Chicago Booth School of Business 1986 — 1989
Master of Business Administration (M.B.A.), Finance, General
Miami University 1981 — 1985
Bachelor's Degree, Busines Economics and Finance
Grosse Pointe North High School 1977 — 1981
High School
James Schukal, CFA James Schukal, CFA's The Northern Trust Company Experience January 2007 - Present
Job Senior Vice President at The Northern Trust Company
Industry Investment Management
Experience
The Northern Trust Company January 2007 - Present
AllianceBernstein January 2004 - August 2006
Bernstein Global Wealth Management February 2001 - December 2003
Ikon Office Solutions October 1996 - March 2000
Skills
Asset Management, Portfolio Management, Financial Planning, Financial Management, Estate Planning, Estate Tax Planning, Asset Managment, Strategic Financial..., Investment Management, Securities, Fixed Income, Alternative Investments, Financial Analysis, Equities, Managerial Finance, Asset Allocation, Financial Services, Management, Due Diligence, High Net Worth..., Wealth, Wealth Management, Hedge Funds, Series 7, Mergers & Acquisitions, Investments, Investment Advisory, Investment Strategies, Finance, Valuation, Equity Research, Capital Markets, Risk Management, Morningstar Direct, Wealth Management...
Education
Pace University - Lubin School of Business 2000 — 2004
MBA, Financial Management
University at Albany, SUNY 1992 — 1996
BA, English, Business Minor
The Northern Trust Company January 2007 - Present
AllianceBernstein January 2004 - August 2006
Bernstein Global Wealth Management February 2001 - December 2003
Ikon Office Solutions October 1996 - March 2000
Skills
Asset Management, Portfolio Management, Financial Planning, Financial Management, Estate Planning, Estate Tax Planning, Asset Managment, Strategic Financial..., Investment Management, Securities, Fixed Income, Alternative Investments, Financial Analysis, Equities, Managerial Finance, Asset Allocation, Financial Services, Management, Due Diligence, High Net Worth..., Wealth, Wealth Management, Hedge Funds, Series 7, Mergers & Acquisitions, Investments, Investment Advisory, Investment Strategies, Finance, Valuation, Equity Research, Capital Markets, Risk Management, Morningstar Direct, Wealth Management...
Education
Pace University - Lubin School of Business 2000 — 2004
MBA, Financial Management
University at Albany, SUNY 1992 — 1996
BA, English, Business Minor
Patrick Dominick, CTFA's The Northern Trust Company Experience May 2006 - December 2013
Job Senior Vice President, Wealth Advisor at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank August 2015 - Present
The Northern Trust Corporation January 2014 - August 2015
The Northern Trust Company May 2006 - December 2013
LaSalle Bank, Wealth Management Group September 2004 - May 2006
BMO Private Bank August 1999 - September 2004
Skills
Wealth Management, Investment Management, Strategic Financial..., Private Banking, Philanthropy, Multi-generational..., Trust and Estate..., Family Office Services, Foundations, Endowments, Defined Benefit, Family Office, Asset Allocation, Asset Management, Wealth, Financial Planning, Investments, Financial Advisory, Financial Services, Mutual Funds, Options, High Net Worth..., Trust Services, Trusts, Investment Advisory, Portfolio Management, Credit, Financial Planners, Risk Management
Education
Northern Illinois University - College of Business 1989 — 1993
Bachelor of Science (B.S.), Marketing
Benet Academy 1985 — 1989
Wells Fargo Private Bank August 2015 - Present
The Northern Trust Corporation January 2014 - August 2015
The Northern Trust Company May 2006 - December 2013
LaSalle Bank, Wealth Management Group September 2004 - May 2006
BMO Private Bank August 1999 - September 2004
Skills
Wealth Management, Investment Management, Strategic Financial..., Private Banking, Philanthropy, Multi-generational..., Trust and Estate..., Family Office Services, Foundations, Endowments, Defined Benefit, Family Office, Asset Allocation, Asset Management, Wealth, Financial Planning, Investments, Financial Advisory, Financial Services, Mutual Funds, Options, High Net Worth..., Trust Services, Trusts, Investment Advisory, Portfolio Management, Credit, Financial Planners, Risk Management
Education
Northern Illinois University - College of Business 1989 — 1993
Bachelor of Science (B.S.), Marketing
Benet Academy 1985 — 1989
Mathew Diedrich Mathew Diedrich's The Northern Trust Company Experience December 2011 - March 2015
Job Graduate Student, MSW, CADC
Industry Mental Health Care
Experience
Starbucks Coffee Company May 2015 - Present
The Northern Trust Company December 2011 - March 2015
The Northern Trust Company September 2009 - December 2011
The Northern Trust Company July 2007 - September 2009
Starving Artists, US Art Inc September 2005 - January 2006
Skills
Investments, Finance, Private Equity, Investment Advisory, Banking, Mutual Funds, Wealth Management, Leadership, Securities, Asset Allocation, Asset Management, Financial Services, Alternative Investments, Equities, Portfolio Management
Education
Loyola University Chicago 2015 — 2018
Master of Social Work (M.S.W.), Mental Health Counseling/Counselor
Loyola University Chicago 2004 — 2007
Bachelors, Business Administration; Finance
Wayne State University 2003 — 2004
Canadian Academy - Kobe, Japan 1993 — 1996
Starbucks Coffee Company May 2015 - Present
The Northern Trust Company December 2011 - March 2015
The Northern Trust Company September 2009 - December 2011
The Northern Trust Company July 2007 - September 2009
Starving Artists, US Art Inc September 2005 - January 2006
Skills
Investments, Finance, Private Equity, Investment Advisory, Banking, Mutual Funds, Wealth Management, Leadership, Securities, Asset Allocation, Asset Management, Financial Services, Alternative Investments, Equities, Portfolio Management
Education
Loyola University Chicago 2015 — 2018
Master of Social Work (M.S.W.), Mental Health Counseling/Counselor
Loyola University Chicago 2004 — 2007
Bachelors, Business Administration; Finance
Wayne State University 2003 — 2004
Canadian Academy - Kobe, Japan 1993 — 1996
Angela Ortiz Angela Ortiz's The Northern Trust Company Experience 2000 - 2005
Job Asst. General Counsel and Director of Human Resources at WHEDCo
Industry Legal Services
Experience
WHEDCo September 2014 - Present
JobsFirst NYC October 2013 - Present
Brooklyn Urban Garden Charter School July 2013 - Present
Lawyers Alliance for New York November 2012 - May 2014
The Northern Trust Company 2000 - 2005
Altheimer & Gray March 1998 - August 2000
Katten Muchin & Zavis September 1996 - March 1998
Skills
Employee Relations, Employment Law, Employee Handbooks, Employment Contracts, Human Resources, Litigation Management, Nonprofits
Education
University of Wisconsin-Madison 1993 — 1996
Doctor of Law (J.D.)
Pace University School of Law 2012 — 2013
New Directions for Attorneys
University of Michigan 1989 — 1993
Bachelor of Arts (B.A.)
WHEDCo September 2014 - Present
JobsFirst NYC October 2013 - Present
Brooklyn Urban Garden Charter School July 2013 - Present
Lawyers Alliance for New York November 2012 - May 2014
The Northern Trust Company 2000 - 2005
Altheimer & Gray March 1998 - August 2000
Katten Muchin & Zavis September 1996 - March 1998
Skills
Employee Relations, Employment Law, Employee Handbooks, Employment Contracts, Human Resources, Litigation Management, Nonprofits
Education
University of Wisconsin-Madison 1993 — 1996
Doctor of Law (J.D.)
Pace University School of Law 2012 — 2013
New Directions for Attorneys
University of Michigan 1989 — 1993
Bachelor of Arts (B.A.)
David Lantgen David Lantgen's The Northern Trust Company Experience August 2013 - October 2013
Job Supply Chain Analyst at Madden Communications
Industry Information Technology and Services
Experience
Madden Communications July 2014 - Present
The Northern Trust Company August 2013 - October 2013
Wheels, Inc. March 2012 - August 2013
Allstate2004-2009 October 2004 - October 2009
Allstate Financial 2003-2004 February 2002 - October 2004
Allstate Financial February 2000 - February 2002
Skills
Business Analysis, Process Improvement, Call Center, Relationship Management, Customer Service, Customer Retention, Vendor Management, SQL, Telecommunications
Education
MacMurray College 1995 — 1999
Bachelor of Science Business Administration, Marketing
Madden Communications July 2014 - Present
The Northern Trust Company August 2013 - October 2013
Wheels, Inc. March 2012 - August 2013
Allstate2004-2009 October 2004 - October 2009
Allstate Financial 2003-2004 February 2002 - October 2004
Allstate Financial February 2000 - February 2002
Skills
Business Analysis, Process Improvement, Call Center, Relationship Management, Customer Service, Customer Retention, Vendor Management, SQL, Telecommunications
Education
MacMurray College 1995 — 1999
Bachelor of Science Business Administration, Marketing
Kenneth W. Baumann Kenneth W. Baumann's The Northern Trust Company Experience 1994 - 1996
Job Institutional Financial Services Relationship Manager & Business Development Executive
Industry Financial Services
Experience
The College of New Jersey School of Business Alumni Chaper September 2010 - Present
Amalgamated Bank 2010 - 2012
The Bank of New York Mellon December 2000 - January 2009
The Chase Manhattan Bank 1998 - 2000
Bankers Trust 1996 - 1998
The Northern Trust Company 1994 - 1996
Citicorp 1984 - 1994
Skills
Mutual Funds, Equities, Portfolio Management, Financial Services, Securities, Asset Managment, Fixed Income, Relationship Management, Banking, Investments, Leadership, Cash Management, Management, New Business Development, Employee Benefits, Sales, Sales Management, Asset Management, Competitive Analysis, Training, Market Research, Strategic Planning, Risk Management, Finance, Business Development, Investment Management, Accounting, Strategy, CRM, Pensions, Strategic Financial..., Business Strategy, Marketing
Education
Pace University 1982 — 1984
M.B.A., Marketing
The College of New Jersey 1978 — 1982
B.S., Marketing
River Dell Regional High School
The College of New Jersey School of Business Alumni Chaper September 2010 - Present
Amalgamated Bank 2010 - 2012
The Bank of New York Mellon December 2000 - January 2009
The Chase Manhattan Bank 1998 - 2000
Bankers Trust 1996 - 1998
The Northern Trust Company 1994 - 1996
Citicorp 1984 - 1994
Skills
Mutual Funds, Equities, Portfolio Management, Financial Services, Securities, Asset Managment, Fixed Income, Relationship Management, Banking, Investments, Leadership, Cash Management, Management, New Business Development, Employee Benefits, Sales, Sales Management, Asset Management, Competitive Analysis, Training, Market Research, Strategic Planning, Risk Management, Finance, Business Development, Investment Management, Accounting, Strategy, CRM, Pensions, Strategic Financial..., Business Strategy, Marketing
Education
Pace University 1982 — 1984
M.B.A., Marketing
The College of New Jersey 1978 — 1982
B.S., Marketing
River Dell Regional High School
Peter Stack Peter Stack's The Northern Trust Company Experience December 2004 - September 2007
Job Benefit Analyst at Chicago Policemen's Annuity and benefit Fund
Industry Accounting
Experience
Chicago Policemen's Annuity and benefit Fund March 2014 - Present
Northeastern Illinois University May 2009 - December 2011
W.W. Grainger Inc. October 2007 - June 2010
The Northern Trust Company December 2004 - September 2007
Skills
Tax Preparation, Payroll, Account Reconciliation, Internal Audit, CPA, Accounts Payable, Financial Analysis, Analysis, Accounting, Financial Reporting, Microsoft Word, Tax Research, Finance, Accounts Receivable, Tax, Cash Flow, Invoicing, Tax Returns, Cost Accounting, Financial Accounting, Forecasting, Microsoft Excel, General Ledger
Education
Northeastern Illinois University 2009 — 2011
M.S., Accounting
Loyola University Chicago 2000 — 2001
B.B.A., Business Administration
Chicago Policemen's Annuity and benefit Fund March 2014 - Present
Northeastern Illinois University May 2009 - December 2011
W.W. Grainger Inc. October 2007 - June 2010
The Northern Trust Company December 2004 - September 2007
Skills
Tax Preparation, Payroll, Account Reconciliation, Internal Audit, CPA, Accounts Payable, Financial Analysis, Analysis, Accounting, Financial Reporting, Microsoft Word, Tax Research, Finance, Accounts Receivable, Tax, Cash Flow, Invoicing, Tax Returns, Cost Accounting, Financial Accounting, Forecasting, Microsoft Excel, General Ledger
Education
Northeastern Illinois University 2009 — 2011
M.S., Accounting
Loyola University Chicago 2000 — 2001
B.B.A., Business Administration
Margo H. Perry Margo H. Perry's The Northern Trust Company Experience November 1976 - April 1982
Job Administrator at Casper College
Industry Education Management
Experience
Casper College August 2008 - Present
Casper College August 2001 - July 2008
Casper College August 2005 - July 2007
Casper College August 2005 - July 2007
Natrona County School District August 1999 - July 2001
The Northern Trust Company November 1976 - April 1982
Humphrey, Humphrey, & Warnholtz, Attorneys at Law June 1975 - September 1976
Dwight D. Eisenhower High School August 1974 - July 1975
Stuetzel GmbH September 1973 - May 1974
Skills
Language Teaching, College Teaching, Distance Education, Curriculum Development, International Education, International Students, American culture, German-American Culture, Strategic Planning, Management, Department Budgeting, Presentations, Professional..., Culture, Distance Learning, Curriculum Design, E-Learning, Adult Education, Teaching, Higher Education, Academic Advising, Instructional Design, Program Management, Public Speaking, Program Development, Educational Technology, Nonprofits, Instructional Technology, Educational Leadership, Testing
Education
Northwestern University
B.A., Major:German Minors: Educ and Spanish
Northwestern University - Kellogg School of Management
Grad work, toward an M.M. (MBA)
University of Wyoming
M.A.
Casper College August 2008 - Present
Casper College August 2001 - July 2008
Casper College August 2005 - July 2007
Casper College August 2005 - July 2007
Natrona County School District August 1999 - July 2001
The Northern Trust Company November 1976 - April 1982
Humphrey, Humphrey, & Warnholtz, Attorneys at Law June 1975 - September 1976
Dwight D. Eisenhower High School August 1974 - July 1975
Stuetzel GmbH September 1973 - May 1974
Skills
Language Teaching, College Teaching, Distance Education, Curriculum Development, International Education, International Students, American culture, German-American Culture, Strategic Planning, Management, Department Budgeting, Presentations, Professional..., Culture, Distance Learning, Curriculum Design, E-Learning, Adult Education, Teaching, Higher Education, Academic Advising, Instructional Design, Program Management, Public Speaking, Program Development, Educational Technology, Nonprofits, Instructional Technology, Educational Leadership, Testing
Education
Northwestern University
B.A., Major:German Minors: Educ and Spanish
Northwestern University - Kellogg School of Management
Grad work, toward an M.M. (MBA)
University of Wyoming
M.A.
John A. (Jay) Jaeger, PMP John A. (Jay) Jaeger, PMP's The Northern Trust Company Experience March 1989 - May 1994
Job Senior Manager, U.S. Project Governance at BMO Financial Group
Industry Computer Software
Experience
BMO Financial Group September 2014 - Present
Tigroup June 2011 - August 2014
Novell 2002 - 2011
Cambridge Technology Partners March 1995 - July 2001
Stein Roe & Farnham May 1994 - March 1995
The Northern Trust Company March 1989 - May 1994
United States Navy June 1984 - January 1989
Skills
Program Management, Operations Management, Integration, Cloud Computing, Team Leadership, SDLC, Project Portfolio..., Business Process, Management, Strategy, Enterprise Architecture, Project Management, Solution Architecture, Enterprise Software, Consulting, Risk Management, Governance
Education
Naval Postgraduate School 1986 — 1986
Subspecialty Designation
Northwestern University 1980 — 1984
BA
C. E. Jordan High School 1977 — 1980
Diploma
BMO Financial Group September 2014 - Present
Tigroup June 2011 - August 2014
Novell 2002 - 2011
Cambridge Technology Partners March 1995 - July 2001
Stein Roe & Farnham May 1994 - March 1995
The Northern Trust Company March 1989 - May 1994
United States Navy June 1984 - January 1989
Skills
Program Management, Operations Management, Integration, Cloud Computing, Team Leadership, SDLC, Project Portfolio..., Business Process, Management, Strategy, Enterprise Architecture, Project Management, Solution Architecture, Enterprise Software, Consulting, Risk Management, Governance
Education
Naval Postgraduate School 1986 — 1986
Subspecialty Designation
Northwestern University 1980 — 1984
BA
C. E. Jordan High School 1977 — 1980
Diploma
Randall Barich, CFA Randall Barich, CFA's The Northern Trust Company Experience May 1998 - July 2007
Job Sr. Vice President Sr. Investment Officer at Northern Trust
Industry Investment Management
Experience
Northern Trust March 2014 - Present
Northern Trust January 2011 - March 2014
Northern Trust July 2007 - January 2011
The Northern Trust Company May 1998 - July 2007
Frankel & Co. June 1994 - May 1998
Skills
Portfolio Management, Valuation, Due Diligence, Asset Allocation, Asset Management, Management of..., Hedge Funds, Financial Markets, Asset Managment, Alternative Investments, Mutual Funds, Equities, Derivatives, Investments, Wealth Management, Financial Services, Private Equity, Investment Management, Estate Planning, Fixed Income, Investment Advisory, Finance, Investment Strategies, Options, Budgets, ETFs, Bloomberg, Securities, Investment Banking, Venture Capital, Trading, Banking, Financial Advisory
Education
Loyola University Chicago 1995 — 1997
MBA, Masters of Business Administration
University of Iowa 1989 — 1993
BBA - Finance, Business
Northern Trust March 2014 - Present
Northern Trust January 2011 - March 2014
Northern Trust July 2007 - January 2011
The Northern Trust Company May 1998 - July 2007
Frankel & Co. June 1994 - May 1998
Skills
Portfolio Management, Valuation, Due Diligence, Asset Allocation, Asset Management, Management of..., Hedge Funds, Financial Markets, Asset Managment, Alternative Investments, Mutual Funds, Equities, Derivatives, Investments, Wealth Management, Financial Services, Private Equity, Investment Management, Estate Planning, Fixed Income, Investment Advisory, Finance, Investment Strategies, Options, Budgets, ETFs, Bloomberg, Securities, Investment Banking, Venture Capital, Trading, Banking, Financial Advisory
Education
Loyola University Chicago 1995 — 1997
MBA, Masters of Business Administration
University of Iowa 1989 — 1993
BBA - Finance, Business
Karita Reid Karita Reid's The Northern Trust Company Experience September 1999 - April 2006
Job Vice President Product Controller, Fixed Income Financing External and Regulatory Reporting at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. June 2014 - Present
JPMorgan Chase October 2013 - June 2014
JPMorgan Chase February 2012 - October 2013
JP Morgan Chase January 2010 - February 2012
Greenwich Public Schools September 2008 - January 2010
The Northern Trust Company September 1999 - April 2006
Skills
Fixed Income, Equities, Finance, Portfolio Management, Management, Internal Controls, Business Process..., Account Reconciliation, Process Improvement, Accounting, Strategy, Financial Services, General Ledger, Private Equity, Variance Analysis, Securities
Education
Loyola University Chicago 1987 — 1991
BBA, Public Accounting
JPMorgan Chase & Co. June 2014 - Present
JPMorgan Chase October 2013 - June 2014
JPMorgan Chase February 2012 - October 2013
JP Morgan Chase January 2010 - February 2012
Greenwich Public Schools September 2008 - January 2010
The Northern Trust Company September 1999 - April 2006
Skills
Fixed Income, Equities, Finance, Portfolio Management, Management, Internal Controls, Business Process..., Account Reconciliation, Process Improvement, Accounting, Strategy, Financial Services, General Ledger, Private Equity, Variance Analysis, Securities
Education
Loyola University Chicago 1987 — 1991
BBA, Public Accounting
Maggie McMorrow Maggie McMorrow's The Northern Trust Company Experience January 2010 - Present
Job Vice President, Trust Administration at The Northern Trust Company
Industry Banking
Experience
The Northern Trust Company January 2010 - Present
Bank of America US Trust Private Wealth Management July 2007 - January 2010
State of Florida, Department of Children and Family Services May 2005 - July 2007
Skills
Marketing Strategy, Strategic Planning, New Business Development, Tax, Customer Service
Education
Nova Southeastern University—Shepard Broad Law Center 1995 — 1998
Doctor of Law (JD)
University of Maryland College Park 1992 — 1995
Bachelor of Science (BS), Psychology
The Northern Trust Company January 2010 - Present
Bank of America US Trust Private Wealth Management July 2007 - January 2010
State of Florida, Department of Children and Family Services May 2005 - July 2007
Skills
Marketing Strategy, Strategic Planning, New Business Development, Tax, Customer Service
Education
Nova Southeastern University—Shepard Broad Law Center 1995 — 1998
Doctor of Law (JD)
University of Maryland College Park 1992 — 1995
Bachelor of Science (BS), Psychology
Ken Fink CFA Ken Fink CFA's The Northern Trust Company Experience September 1996 - October 2006
Job Senior Vice President at Northern Trust
Industry Investment Management
Experience
Northern Trust March 2009 - Present
Kovitz Investment Group, LLC October 2006 - March 2009
The Northern Trust Company September 1996 - October 2006
Harris Bank/Bank of Montreal January 1992 - September 1996
Skills
Investments, Alternative Investments, Investment Strategies, Asset Managment, Asset Allocation, High Net Worth..., Investment Advisory, Asset Management, Portfolio Management, Wealth Management, Wealth Management..., Financial Services, Wealth, Mutual Funds, Investment Management, Hedge Funds, Series 7, Equities, Fixed Income, Securities, Financial Advisory, Retirement Planning, Options, Equity Research, Bloomberg
Education
Northwestern University - Kellogg School of Management 1985 — 1989
MBA, Finance
Taylor University 1976 — 1980
BA, Psychology
Northern Trust March 2009 - Present
Kovitz Investment Group, LLC October 2006 - March 2009
The Northern Trust Company September 1996 - October 2006
Harris Bank/Bank of Montreal January 1992 - September 1996
Skills
Investments, Alternative Investments, Investment Strategies, Asset Managment, Asset Allocation, High Net Worth..., Investment Advisory, Asset Management, Portfolio Management, Wealth Management, Wealth Management..., Financial Services, Wealth, Mutual Funds, Investment Management, Hedge Funds, Series 7, Equities, Fixed Income, Securities, Financial Advisory, Retirement Planning, Options, Equity Research, Bloomberg
Education
Northwestern University - Kellogg School of Management 1985 — 1989
MBA, Finance
Taylor University 1976 — 1980
BA, Psychology
Betty Flamm Betty Flamm's The Northern Trust Company Experience 1980 - 1985
Job Artist Management Team Member at Palatine Jaycees An Art Affair Around the Square event
Industry Textiles
Experience
Palatine Jaycees - An Art Affair Around the Square event January 2015 - Present
Business In Research/Development Stage 2011 - Present
Palatine/Inverness Arts Council January 2009 - December 2012
Midwest Fiber & Folk Art Fair January 2008 - June 2011
Palatine/Inverness Arts Council 2007 - 2009
Wisconsin Quilt History Project March 2004 - March 2006
Strauss & Malk 1996 - 2003
Local and Regional PTA 1992 - 2002
The Northern Trust Company 1980 - 1985
Sonnenschein, Carlin, Nath & Rosenthal 1979 - 1980
Skills
Non-profits, Volunteer Management, Event Planning, Fundraising, Social Media, Public Speaking, Editing, Newsletters, Customer Service, Community Outreach
Education
Mount Mary University 1974 — 1978
BA, History
Palatine Jaycees - An Art Affair Around the Square event January 2015 - Present
Business In Research/Development Stage 2011 - Present
Palatine/Inverness Arts Council January 2009 - December 2012
Midwest Fiber & Folk Art Fair January 2008 - June 2011
Palatine/Inverness Arts Council 2007 - 2009
Wisconsin Quilt History Project March 2004 - March 2006
Strauss & Malk 1996 - 2003
Local and Regional PTA 1992 - 2002
The Northern Trust Company 1980 - 1985
Sonnenschein, Carlin, Nath & Rosenthal 1979 - 1980
Skills
Non-profits, Volunteer Management, Event Planning, Fundraising, Social Media, Public Speaking, Editing, Newsletters, Customer Service, Community Outreach
Education
Mount Mary University 1974 — 1978
BA, History
Edmund Lester Edmund Lester's The Northern Trust Company Experience April 2000 - July 2003
Job Senior Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank August 2003 - Present
The Northern Trust Company April 2000 - July 2003
Bank of America June 1983 - April 2000
Skills
Corporate Finance, Capital Markets, Credit, Underwriting, Middle Market, Investments, Private Equity, Finance, Mergers & Acquisitions, Credit Analysis, Commercial Lending, Valuation, Financial Structuring, Banking, Cash Management, Asset Based Lending, Financial Risk, Credit Risk, Cash Flow, Securities, Treasury Management, Risk Management, Mortgage Lending, Negotiation, Strategic Financial..., Financial Analysis, Asset Management, Commercial Banking, Fixed Income, Series 7, Financial Modeling, Structured Finance, Wealth Management, Due Diligence, Loans, Business Development, Portfolio Management, Investment Banking, Alternative Investments, Equities, Small Business Lending, Financial Services, Loan Origination, Hedge Funds, Leveraged Finance
Education
University of Cincinnati College of Business 1982 — 1983
MBA, Corporate Finance
Northwestern University 1976 — 1980
BA, Political Science
Wells Fargo Bank August 2003 - Present
The Northern Trust Company April 2000 - July 2003
Bank of America June 1983 - April 2000
Skills
Corporate Finance, Capital Markets, Credit, Underwriting, Middle Market, Investments, Private Equity, Finance, Mergers & Acquisitions, Credit Analysis, Commercial Lending, Valuation, Financial Structuring, Banking, Cash Management, Asset Based Lending, Financial Risk, Credit Risk, Cash Flow, Securities, Treasury Management, Risk Management, Mortgage Lending, Negotiation, Strategic Financial..., Financial Analysis, Asset Management, Commercial Banking, Fixed Income, Series 7, Financial Modeling, Structured Finance, Wealth Management, Due Diligence, Loans, Business Development, Portfolio Management, Investment Banking, Alternative Investments, Equities, Small Business Lending, Financial Services, Loan Origination, Hedge Funds, Leveraged Finance
Education
University of Cincinnati College of Business 1982 — 1983
MBA, Corporate Finance
Northwestern University 1976 — 1980
BA, Political Science
Terrence Brankin Terrence Brankin's The Northern Trust Company Experience January 2011 - July 2013
Job IT Product Manager at Kirkland & Ellis LLP
Industry Law Practice
Experience
Kirkland & Ellis LLP August 2013 - Present
The Northern Trust Company January 2011 - July 2013
The Northern Trust Company June 2007 - December 2010
The Northern Trust Company July 2002 - June 2007
The Northern Trust Company July 2001 - July 2002
First Union Securities May 1998 - July 2001
Skills
Project Management, SQL, Business Analysis, Data Warehousing, Business Requirements, Process Improvement, User Acceptance Testing, PMO, Middle Office, Business Process..., Change Management, Vendor Management, SDLC, Outsourcing, Risk Management, Fixed Income, Access, IT Strategy, Requirements Gathering, Banking, Financial Services, Visio, Business Intelligence, Business Process, Requirements Analysis, Project Portfolio..., Integration, Product Management, Portfolio Management, Consulting, SharePoint, Management
Education
Northern Illinois University
Degree:Bachelor of Arts, Communications Studies; Interpersonal/Public Communication
Kirkland & Ellis LLP August 2013 - Present
The Northern Trust Company January 2011 - July 2013
The Northern Trust Company June 2007 - December 2010
The Northern Trust Company July 2002 - June 2007
The Northern Trust Company July 2001 - July 2002
First Union Securities May 1998 - July 2001
Skills
Project Management, SQL, Business Analysis, Data Warehousing, Business Requirements, Process Improvement, User Acceptance Testing, PMO, Middle Office, Business Process..., Change Management, Vendor Management, SDLC, Outsourcing, Risk Management, Fixed Income, Access, IT Strategy, Requirements Gathering, Banking, Financial Services, Visio, Business Intelligence, Business Process, Requirements Analysis, Project Portfolio..., Integration, Product Management, Portfolio Management, Consulting, SharePoint, Management
Education
Northern Illinois University
Degree:Bachelor of Arts, Communications Studies; Interpersonal/Public Communication
Shannon McCullough's The Northern Trust Company Experience March 2015 - Present
Job The Northern Trust Company, Trust Relations Associate
Industry Financial Services
Experience
The Northern Trust Company March 2015 - Present
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Office Management, Office Administration, Spreadsheets, Data Entry, Invoicing, Administrative..., Lotus Notes, Telephone Skills, Administrative..., Public Speaking, Civil Litigation, Legal Writing
Education
Mercyhurst University 1995 — 1998
Office Management and Supervision
The Northern Trust Company March 2015 - Present
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Office Management, Office Administration, Spreadsheets, Data Entry, Invoicing, Administrative..., Lotus Notes, Telephone Skills, Administrative..., Public Speaking, Civil Litigation, Legal Writing
Education
Mercyhurst University 1995 — 1998
Office Management and Supervision
Monique La Motte-Antles Monique La Motte-Antles's The Northern Trust Company Experience July 2014 - Present
Job CTFA, CPWA Senior Vice President, Sr Relationship Manager in Global Family & Private Investment Offices
Industry Banking
Experience
The Northern Trust Company July 2014 - Present
The Northern Trust Company January 2006 - March 2009
The Northern Trust Company April 2003 - December 2005
The Northern Trust Company June 2000 - March 2003
Chapman and Cutler LLP November 1997 - October 1998
Northwestern University School of Law September 1997 - November 1997
Baker & McKenzie June 1997 - August 1997
University of Chicago Law School June 1994 - October 1994
Marvin Zonis & Associates March 1992 - March 1993
Skills
Estate Planning, Investments, Trusts, Tax, Wealth Management, Asset Allocation, High Net Worth..., Mutual Funds, Securities, Asset Managment, Wealth Management..., Finance, Investment Management, Hedge Funds, Investment Advisory, Investment Strategies, Series 7
Education
Loyola University Chicago School of Law 1996 — 1999
JD
University of Chicago 1991 — 1995
BA, Art History
The Northern Trust Company July 2014 - Present
The Northern Trust Company January 2006 - March 2009
The Northern Trust Company April 2003 - December 2005
The Northern Trust Company June 2000 - March 2003
Chapman and Cutler LLP November 1997 - October 1998
Northwestern University School of Law September 1997 - November 1997
Baker & McKenzie June 1997 - August 1997
University of Chicago Law School June 1994 - October 1994
Marvin Zonis & Associates March 1992 - March 1993
Skills
Estate Planning, Investments, Trusts, Tax, Wealth Management, Asset Allocation, High Net Worth..., Mutual Funds, Securities, Asset Managment, Wealth Management..., Finance, Investment Management, Hedge Funds, Investment Advisory, Investment Strategies, Series 7
Education
Loyola University Chicago School of Law 1996 — 1999
JD
University of Chicago 1991 — 1995
BA, Art History
Brian Jessen Brian Jessen's The Northern Trust Company Experience April 1989 - March 1999
Job Senior Vice President at Guaranteed Rate
Industry Financial Services
Experience
Guaranteed Rate, Inc. December 2008 - Present
Harris N.A. March 1999 - November 2008
The Northern Trust Company April 1989 - March 1999
Skills
Mortgage Lending, Loans, Condos, Investment Properties, Residential Homes, Banking, Loan Origination, Investments, Finance, Single Family Homes, Property, Sales, Leases, VA loans, First Time Home Buyers, Residential Mortgages, Refinance, FHA, Mortgage Banking, Townhomes, Lines Of Credit, FHA financing, Consumer Lending, Real Estate, Construction Loans, USDA, Reverse Mortgages, Real Estate Financing, Commercial Mortgages, Commercial Lending, Certified Mortgage..., Mortgage Underwriting
Education
University of Illinois at Urbana-Champaign 1981 — 1986
Bachelor's, Economics and Finance - double major
Northwestern University - Kellogg School of Management
Master's of Management, Business Management
Guaranteed Rate, Inc. December 2008 - Present
Harris N.A. March 1999 - November 2008
The Northern Trust Company April 1989 - March 1999
Skills
Mortgage Lending, Loans, Condos, Investment Properties, Residential Homes, Banking, Loan Origination, Investments, Finance, Single Family Homes, Property, Sales, Leases, VA loans, First Time Home Buyers, Residential Mortgages, Refinance, FHA, Mortgage Banking, Townhomes, Lines Of Credit, FHA financing, Consumer Lending, Real Estate, Construction Loans, USDA, Reverse Mortgages, Real Estate Financing, Commercial Mortgages, Commercial Lending, Certified Mortgage..., Mortgage Underwriting
Education
University of Illinois at Urbana-Champaign 1981 — 1986
Bachelor's, Economics and Finance - double major
Northwestern University - Kellogg School of Management
Master's of Management, Business Management
Thomas Muldowney Thomas Muldowney's The Northern Trust Company Experience 1987 - 2004
Job Financial Advisor, Senior Vice PresidentInvestments At Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors January 2009 - Present
UBS Financial Services August 2004 - December 2008
The Northern Trust Company 1987 - 2004
Skills
Investments, Investment Planning
Education
Loyola University Chicago 1981 — 1986
BS, Finance
Fenwick 1977 — 1981
Wells Fargo Advisors January 2009 - Present
UBS Financial Services August 2004 - December 2008
The Northern Trust Company 1987 - 2004
Skills
Investments, Investment Planning
Education
Loyola University Chicago 1981 — 1986
BS, Finance
Fenwick 1977 — 1981
Steffany Williams-Cunningham Steffany Williams-Cunningham's The Northern Trust Company Experience October 1999 - December 2006
Job Attorney / Compliance Professional
Industry Commercial Real Estate
Experience
DirectBuy, Inc. August 2013 - Present
Walt Disney Co January 2007 - August 2013
The Northern Trust Company October 1999 - December 2006
Sears Roebuck & Company 1998 - 2000
McMaster Carr Supply Company 1997 - 1998
Skills
Litigation, Mergers, Licensing, Legal Research, Contract Negotiation, regulatory compliance,..., Employment Law, Finance, Corporate Law, Contractual Agreements, Legal Writing, Leadership, Courts, Legal Advice, Joint Ventures, Dispute Resolution, Mergers & Acquisitions, Strategic Planning, Legal Assistance, Arbitration, Legal Compliance, Management, Start-ups, Commercial Litigation, Intellectual Property, Litigation Support, Privacy Law, Budgets, Sales Management, Mediation, Property Management, Westlaw, Commercial Real Estate, CRM, Legal, Appeals, Contract Management, Alternative Dispute..., Bankruptcy, Civil Litigation, Project Management, Criminal Law, Corporate Governance, Insurance, Sales, Portfolio Management, Due Diligence, Policy, Acquisitions, Copyright Law
Education
Creighton Law School 1993 — 1996
J.D., Law
Northwestern University 1989 — 1993
B.S. Industiral Engineering, BS Industrial Engineering & Management Sciences
DirectBuy, Inc. August 2013 - Present
Walt Disney Co January 2007 - August 2013
The Northern Trust Company October 1999 - December 2006
Sears Roebuck & Company 1998 - 2000
McMaster Carr Supply Company 1997 - 1998
Skills
Litigation, Mergers, Licensing, Legal Research, Contract Negotiation, regulatory compliance,..., Employment Law, Finance, Corporate Law, Contractual Agreements, Legal Writing, Leadership, Courts, Legal Advice, Joint Ventures, Dispute Resolution, Mergers & Acquisitions, Strategic Planning, Legal Assistance, Arbitration, Legal Compliance, Management, Start-ups, Commercial Litigation, Intellectual Property, Litigation Support, Privacy Law, Budgets, Sales Management, Mediation, Property Management, Westlaw, Commercial Real Estate, CRM, Legal, Appeals, Contract Management, Alternative Dispute..., Bankruptcy, Civil Litigation, Project Management, Criminal Law, Corporate Governance, Insurance, Sales, Portfolio Management, Due Diligence, Policy, Acquisitions, Copyright Law
Education
Creighton Law School 1993 — 1996
J.D., Law
Northwestern University 1989 — 1993
B.S. Industiral Engineering, BS Industrial Engineering & Management Sciences
Sara Ledezma Sara Ledezma's The Northern Trust Company Experience January 2012 - Present
Job Account Relationship Associate at The Northern Trust Company
Industry Banking
Experience
The Northern Trust Company January 2012 - Present
The Northern Trust Company September 2009 - January 2012
Grand Bank of Texas June 2008 - September 2009
Skills
Private Banking, Banking, Financial Services, Customer Service, Team Leadership, Administrative..., Supervisory Management, Office Management, New Account Opening, Teller Operations, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Research, Outlook, Lotus Notes, Texas Notary, CPR Certified, Confidentiality, Data Entry
Education
Mountain View College 2013 — 2015
North Lake College 2004 — 2005
The Northern Trust Company January 2012 - Present
The Northern Trust Company September 2009 - January 2012
Grand Bank of Texas June 2008 - September 2009
Skills
Private Banking, Banking, Financial Services, Customer Service, Team Leadership, Administrative..., Supervisory Management, Office Management, New Account Opening, Teller Operations, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Research, Outlook, Lotus Notes, Texas Notary, CPR Certified, Confidentiality, Data Entry
Education
Mountain View College 2013 — 2015
North Lake College 2004 — 2005
Matthew Sampson Matthew Sampson's The Northern Trust Company Experience July 2012 - Present
Job Commercial Underwriter at The Northern Trust Company
Industry Banking
Experience
Northern Trust August 2013 - Present
The Northern Trust Company July 2012 - Present
Northern Trust July 2012 - December 2012
Nemacolin Woodlands Resort May 2007 - August 2007
Southpointe Golf Club May 2004 - July 2006
Skills
PowerPoint, Microsoft Office, Financial Analysis, Microsoft Excel, Microsoft Word, Accounting, Customer Service, Teamwork, Social Media, Data Analysis, Access, Facebook, Strategic Planning, Time Management, Risk Analytics, Analysis
Education
Penn State University 2006 — 2011
B.S., Accounting
Penn State University 2006 — 2011
Bachelor of Science, Accounting
Smeal College of Business 2006 — 2011
Bachelor of Science (BS), Accounting
Northern Trust August 2013 - Present
The Northern Trust Company July 2012 - Present
Northern Trust July 2012 - December 2012
Nemacolin Woodlands Resort May 2007 - August 2007
Southpointe Golf Club May 2004 - July 2006
Skills
PowerPoint, Microsoft Office, Financial Analysis, Microsoft Excel, Microsoft Word, Accounting, Customer Service, Teamwork, Social Media, Data Analysis, Access, Facebook, Strategic Planning, Time Management, Risk Analytics, Analysis
Education
Penn State University 2006 — 2011
B.S., Accounting
Penn State University 2006 — 2011
Bachelor of Science, Accounting
Smeal College of Business 2006 — 2011
Bachelor of Science (BS), Accounting
Scott Palazzolo Scott Palazzolo's The Northern Trust Company Experience June 2004 - Present
Job Senior Account Manager at The Northern Trust Company
Industry Investment Management
Experience
The Northern Trust Company June 2004 - Present
Skills
Emotional Intelligence, Exceptionally well..., Efficient, Creative, Strong Writing and..., Management, Personnel training, Conflict Management, Trust Management, Investment Management, Self-driven, Innovative, Mac OS X, Apple Safari, Lotus Notes, Internet Explorer, Microsoft Technologies, Teamwork, Team Leadership, Art Education, Journalism, Advertising, Technology, Committed to..., Customer Service, Microsoft Excel, Customer Support, Organization, Relationship Management, Asset Management, CRM, Portfolio Management, Financial Analysis, Risk Management, Leadership, Financial Services
Education
Oakland University 2001 — 2004
Bachelor of Arts (B.A.), Art History, Criticism and Conservation, 3.62
The Northern Trust Company June 2004 - Present
Skills
Emotional Intelligence, Exceptionally well..., Efficient, Creative, Strong Writing and..., Management, Personnel training, Conflict Management, Trust Management, Investment Management, Self-driven, Innovative, Mac OS X, Apple Safari, Lotus Notes, Internet Explorer, Microsoft Technologies, Teamwork, Team Leadership, Art Education, Journalism, Advertising, Technology, Committed to..., Customer Service, Microsoft Excel, Customer Support, Organization, Relationship Management, Asset Management, CRM, Portfolio Management, Financial Analysis, Risk Management, Leadership, Financial Services
Education
Oakland University 2001 — 2004
Bachelor of Arts (B.A.), Art History, Criticism and Conservation, 3.62
Tanya Locke-Clark Tanya Locke-Clark's The Northern Trust Company Experience September 1988 - Present
Job Vice President, Project Manager at Northern Trust
Industry Financial Services
Experience
The Northern Trust Company September 1988 - Present
Northern Trust January 2000 - May 2007
Skills
SDLC, Project Management, Software Project..., Process Improvement, PMO
Education
Keller Graduate School of Management of DeVry University 2005 — 2007
MBA
DeVry University 2000 — 2004
B.S., Business Administration
The Northern Trust Company September 1988 - Present
Northern Trust January 2000 - May 2007
Skills
SDLC, Project Management, Software Project..., Process Improvement, PMO
Education
Keller Graduate School of Management of DeVry University 2005 — 2007
MBA
DeVry University 2000 — 2004
B.S., Business Administration
Jeffrey Gregory Jeffrey Gregory's The Northern Trust Company Experience 2002 - 2007
Job VP Operations at Fruition Partners
Industry Information Technology and Services
Experience
Fruition Partners February 2013 - Present
Wiliam Charles 2008 - March 2013
Booz & Co. 2007 - 2008
The Northern Trust Company 2002 - 2007
Nortel Networks 2000 - 2002
Inforte Corp 1998 - 2000
Accenture 1996 - 1998
Skills
Consulting, Financial Modeling, Strategy, Valuation, Due Diligence, Cross-functional Team..., Acquisition Integration, Management Consulting, Competitive Analysis, Financial Analysis, Product Management, Asset Managment, Acquisitions, Divestitures, Business Strategy, Business Analysis, New Business Development, Business Transformation, Change Management, Customer Management, Long-term Customer..., P&L Financial Management, Integration, Investor Relations, IT Management, IT Strategy, Joint Ventures, Market Analysis, Negotiation, Operations Management, Organizational..., Process Improvement, Business Process Design, Procurement, IT Project..., Project Management, Renewable Energy, Start-ups, Team Building, Team Leadership, SaaS, Program Management
Education
Northwestern University - Kellogg School of Management 2004 — 2007
MBA, Management and Strategy, Finance, Analytical Consulting
University of Michigan 1992 — 1996
BSE, Engineering
Fruition Partners February 2013 - Present
Wiliam Charles 2008 - March 2013
Booz & Co. 2007 - 2008
The Northern Trust Company 2002 - 2007
Nortel Networks 2000 - 2002
Inforte Corp 1998 - 2000
Accenture 1996 - 1998
Skills
Consulting, Financial Modeling, Strategy, Valuation, Due Diligence, Cross-functional Team..., Acquisition Integration, Management Consulting, Competitive Analysis, Financial Analysis, Product Management, Asset Managment, Acquisitions, Divestitures, Business Strategy, Business Analysis, New Business Development, Business Transformation, Change Management, Customer Management, Long-term Customer..., P&L Financial Management, Integration, Investor Relations, IT Management, IT Strategy, Joint Ventures, Market Analysis, Negotiation, Operations Management, Organizational..., Process Improvement, Business Process Design, Procurement, IT Project..., Project Management, Renewable Energy, Start-ups, Team Building, Team Leadership, SaaS, Program Management
Education
Northwestern University - Kellogg School of Management 2004 — 2007
MBA, Management and Strategy, Finance, Analytical Consulting
University of Michigan 1992 — 1996
BSE, Engineering
Randy Wooding's The Northern Trust Company Experience July 2010 - January 2013
Job Test Architect at AT&T
Industry Information Technology and Services
Experience
AT&T May 2014 - Present
TEKsystems April 2013 - May 2014
The Northern Trust Company July 2010 - January 2013
Marquette Bank April 2009 - May 2010
Cole Taylor Bank January 2007 - February 2009
Open Systems Technologies June 2006 - December 2006
ABN AMRO/ LaSalle Bank March 2000 - May 2006
Skills
Banking, Business Analysis, Visio, Risk Management, Project Management, SDLC, Vendor Management, Process Improvement, Change Management, SharePoint, Business Requirements, Software Project..., Business Intelligence, Analysis, Program Management, Conflict Management, Contract Negotiation, Team Leadership, Team Building, Test Automation, Test Management, Program Evaluation, Rational Functional..., Quality Center, Quality Management, Data Warehousing, Databases, Data Center, Derivatives, Foreign Exchange, Wire Transfers, ACH, Cash Management, System Implementations, Defect Life Cycle, Retail Banking, Remote Desktop, Remote Deposit Capture, Time Management, Operations Management, Supply Chain Management, Supply Chain..., Supply Chain Consulting, Human Resource..., Job Search Strategies, User Acceptance Testing, Enterprise Architecture, PMO, Cross-functional Team..., HP Quality Center
Education
Purdue University 2005 — 2007
Bachelor's Degree, Sociology
South Suburban College 1998 — 2001
Associate
Lewis University
Master's Degree, MMS Management
AT&T May 2014 - Present
TEKsystems April 2013 - May 2014
The Northern Trust Company July 2010 - January 2013
Marquette Bank April 2009 - May 2010
Cole Taylor Bank January 2007 - February 2009
Open Systems Technologies June 2006 - December 2006
ABN AMRO/ LaSalle Bank March 2000 - May 2006
Skills
Banking, Business Analysis, Visio, Risk Management, Project Management, SDLC, Vendor Management, Process Improvement, Change Management, SharePoint, Business Requirements, Software Project..., Business Intelligence, Analysis, Program Management, Conflict Management, Contract Negotiation, Team Leadership, Team Building, Test Automation, Test Management, Program Evaluation, Rational Functional..., Quality Center, Quality Management, Data Warehousing, Databases, Data Center, Derivatives, Foreign Exchange, Wire Transfers, ACH, Cash Management, System Implementations, Defect Life Cycle, Retail Banking, Remote Desktop, Remote Deposit Capture, Time Management, Operations Management, Supply Chain Management, Supply Chain..., Supply Chain Consulting, Human Resource..., Job Search Strategies, User Acceptance Testing, Enterprise Architecture, PMO, Cross-functional Team..., HP Quality Center
Education
Purdue University 2005 — 2007
Bachelor's Degree, Sociology
South Suburban College 1998 — 2001
Associate
Lewis University
Master's Degree, MMS Management
Fred McClendon Fred McClendon's The Northern Trust Company Experience February 2010 - Present
Job Senior Vice President at The Northern Trust Company
Industry Banking
Experience
The Northern Trust Company February 2010 - Present
JPMorgan Chase November 2008 - February 2010
Northern Trust October 1998 - November 2008
Skills
Commercial Banking, Credit Analysis, Commercial Lending, Middle Market, Credit, Banking, Loans, Portfolio Management, Wealth Management, Private Banking, Credit Risk, Financial Services, Cash Management, Fixed Income, Treasury Management, Asset Management, Securities
Education
Marquette University 1981 — 1985
Bachelor of Science, Accounting
Marquette University High School 1977 — 1981
The Northern Trust Company February 2010 - Present
JPMorgan Chase November 2008 - February 2010
Northern Trust October 1998 - November 2008
Skills
Commercial Banking, Credit Analysis, Commercial Lending, Middle Market, Credit, Banking, Loans, Portfolio Management, Wealth Management, Private Banking, Credit Risk, Financial Services, Cash Management, Fixed Income, Treasury Management, Asset Management, Securities
Education
Marquette University 1981 — 1985
Bachelor of Science, Accounting
Marquette University High School 1977 — 1981
Lisa Lundgren Lisa Lundgren's The Northern Trust Company Experience January 1998 - April 2011
Job StayAtHome Mother
Industry Marketing and Advertising
Experience
Lundgren Household April 2011 - Present
The Northern Trust Company January 1998 - April 2011
BMO Harris Private Banking July 2007 - August 2008
American National Bank and Trust Company June 1991 - January 1998
Skills
Wealth Management, Wealth, High Net Worth..., Series 7, Wealth Transfer, Trust Services, Client Service, Customer Relations
Education
Miami University 1986 — 1990
Bachelors of Science, Business
Hinsdale Central High School 1982 — 1986
Graduate, 1986
Lundgren Household April 2011 - Present
The Northern Trust Company January 1998 - April 2011
BMO Harris Private Banking July 2007 - August 2008
American National Bank and Trust Company June 1991 - January 1998
Skills
Wealth Management, Wealth, High Net Worth..., Series 7, Wealth Transfer, Trust Services, Client Service, Customer Relations
Education
Miami University 1986 — 1990
Bachelors of Science, Business
Hinsdale Central High School 1982 — 1986
Graduate, 1986
Sivakumar Shanmugasundaram, PMP Sivakumar Shanmugasundaram, PMP's The Northern Trust Company Experience 2006 - Present
Job Vice President at Northern Trust Bank
Industry Banking
Experience
Northern Trust Bank Vice PresidentNorthern Trust, IT Governance PMO2006 - Present
The Northern Trust Company 2006 - Present
Covansys September 1994 - October 2006
complete business solutions 1999 - 2006
Skills
SDLC
Education
Keller Graduate School of Management of DeVry University 1999 — 2001
MPM, Master of Project Management
University of Madras 1989 — 1992
MCA, Master Of Computer Applications
Northern Trust Bank Vice PresidentNorthern Trust, IT Governance PMO2006 - Present
The Northern Trust Company 2006 - Present
Covansys September 1994 - October 2006
complete business solutions 1999 - 2006
Skills
SDLC
Education
Keller Graduate School of Management of DeVry University 1999 — 2001
MPM, Master of Project Management
University of Madras 1989 — 1992
MCA, Master Of Computer Applications
Betsy Rodgers Smith's The Northern Trust Company Experience 1974 - 1976
Job Looking for a change? Let's talk!
Industry Cosmetics
Experience
Nerium International May 2012 - Present
Synergy Worldwide November 2009 - August 2012
Jet Stream June 2009 - June 2010
Reliv International 2005 - June 2009
Greystone Properties 2002 - 2006
Burns Fry 1981 - 1983
Cargill Investor Services 1980 - 1981
Chicago Merchantile Exchange 1978 - 1980
Citibank 1976 - 1978
The Northern Trust Company 1974 - 1976
Skills
Entrepreneur, Health, Team Building, Direct Sales, Personal Development, Entrepreneurship, Small Business, Published Author, Marketing, Leadership, Coaching, Nutrition, CRM, Training, Marketing Strategy, Sales, Strategic Planning, New Business Development, Public Speaking, Lead Generation, SEO, Event Planning, Online Marketing, Customer Service, Leadership Development, Event Management, Public Relations, Sales Management, Online Advertising, Networking, Business Strategy, Advertising, Email Marketing, Social Networking, B2B, Management, Social Media Marketing, Product Marketing, Start-ups, Social Media, Blogging, Direct Marketing, Brand Development, Marketing Communications, Business Development, Trade Shows, Account Management, Strategy, Business Planning, E-commerce
Education
Wright Leadership Institute 2010 — 2011
Year of More
Landmark Education 1997 — 1998
Vanderbilt University 1969 — 1973
BS
Pine Manor College 1969 — 1971
Associate of Arts (A.A.)
Principia Upper School 1967 — 1969
High school diploma
barrington high school
Nerium International May 2012 - Present
Synergy Worldwide November 2009 - August 2012
Jet Stream June 2009 - June 2010
Reliv International 2005 - June 2009
Greystone Properties 2002 - 2006
Burns Fry 1981 - 1983
Cargill Investor Services 1980 - 1981
Chicago Merchantile Exchange 1978 - 1980
Citibank 1976 - 1978
The Northern Trust Company 1974 - 1976
Skills
Entrepreneur, Health, Team Building, Direct Sales, Personal Development, Entrepreneurship, Small Business, Published Author, Marketing, Leadership, Coaching, Nutrition, CRM, Training, Marketing Strategy, Sales, Strategic Planning, New Business Development, Public Speaking, Lead Generation, SEO, Event Planning, Online Marketing, Customer Service, Leadership Development, Event Management, Public Relations, Sales Management, Online Advertising, Networking, Business Strategy, Advertising, Email Marketing, Social Networking, B2B, Management, Social Media Marketing, Product Marketing, Start-ups, Social Media, Blogging, Direct Marketing, Brand Development, Marketing Communications, Business Development, Trade Shows, Account Management, Strategy, Business Planning, E-commerce
Education
Wright Leadership Institute 2010 — 2011
Year of More
Landmark Education 1997 — 1998
Vanderbilt University 1969 — 1973
BS
Pine Manor College 1969 — 1971
Associate of Arts (A.A.)
Principia Upper School 1967 — 1969
High school diploma
barrington high school
Jeffrey Gordon, CFA Jeffrey Gordon, CFA's The Northern Trust Company Experience May 2005 - June 2010
Job Investment Professional at Tennenbaum Capital Partners, LLC
Industry Investment Management
Experience
Tennenbaum Capital Partners, LLC June 2014 - Present
University of California Office of the CIO of The Regents June 2012 - May 2014
Trust Company of the West June 2011 - August 2011
The Northern Trust Company May 2005 - June 2010
Education
University of Southern California - Marshall School of Business 2010 — 2012
Master of Business Administration (MBA), Graduate Certificate in Financial Analysis and Valuation
Miami University 2001 — 2005
B.S., Business Economics
Tennenbaum Capital Partners, LLC June 2014 - Present
University of California Office of the CIO of The Regents June 2012 - May 2014
Trust Company of the West June 2011 - August 2011
The Northern Trust Company May 2005 - June 2010
Education
University of Southern California - Marshall School of Business 2010 — 2012
Master of Business Administration (MBA), Graduate Certificate in Financial Analysis and Valuation
Miami University 2001 — 2005
B.S., Business Economics
Edith Spells Edith Spells's The Northern Trust Company Experience January 2015 - Present
Job Sr Investor Representative at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company January 2015 - Present
The Northern Trust Company May 2013 - January 2015
JP Morgan Chase December 2007 - March 2009
JP Morgan Chase February 2005 - November 2007
Northern Trust Company February 1999 - March 2004
Northern Trust Company July 1998 - January 2002
The Northern Trust Company September 1997 - July 1998
The Northern Trust Company January 1995 - January 1997
The Northern Trust Company June 1990 - December 1994
The Northern Trust Company January 1990 - May 1990
Skills
Problem Solving, Supervisory Skills, Financial Management, Administration, Staff Training, Hiring, Process Improvement, Business Analysis, Change Management, Documentation, Team Leadership, Operations Management, Compliance, Excel, Coaching, Microsoft Office, Negotiation, Risk Management, Cash Management, Business Process, Customer Service, Continuous Improvement, Team Building, Financial Reporting, Access, Mentoring, Word, Accounting, Funding, Financial Services, Human Resources, Call Centers, Portfolio Management, Training
Education
Prairie State College
Business Administration, Management and Operations
Saint Xavier University
The Northern Trust Company January 2015 - Present
The Northern Trust Company May 2013 - January 2015
JP Morgan Chase December 2007 - March 2009
JP Morgan Chase February 2005 - November 2007
Northern Trust Company February 1999 - March 2004
Northern Trust Company July 1998 - January 2002
The Northern Trust Company September 1997 - July 1998
The Northern Trust Company January 1995 - January 1997
The Northern Trust Company June 1990 - December 1994
The Northern Trust Company January 1990 - May 1990
Skills
Problem Solving, Supervisory Skills, Financial Management, Administration, Staff Training, Hiring, Process Improvement, Business Analysis, Change Management, Documentation, Team Leadership, Operations Management, Compliance, Excel, Coaching, Microsoft Office, Negotiation, Risk Management, Cash Management, Business Process, Customer Service, Continuous Improvement, Team Building, Financial Reporting, Access, Mentoring, Word, Accounting, Funding, Financial Services, Human Resources, Call Centers, Portfolio Management, Training
Education
Prairie State College
Business Administration, Management and Operations
Saint Xavier University
Bridget Summerwill Bridget Summerwill's The Northern Trust Company Experience December 1989 - June 2007
Job Coveted Financial Services, Vice President, Client Development
Industry Financial Services
Experience
Coveted Financial Services, LLC March 2012 - Present
The Northern Trust Company December 1989 - June 2007
Central Trust 1987 - 1989
Skills
Banking, Investments, Marketing, Financial Consulting, Sales, Credit Analysis, Business Analysis, Financial Advisory, Financial Services, Small Business, Accounting, Credit, Finance, Commercial Banking, Portfolio Management
Education
Marquette University 1983 — 1987
Bachelor of Science (BS), Business Administration and Management, General, 3.33/4.00
Coveted Financial Services, LLC March 2012 - Present
The Northern Trust Company December 1989 - June 2007
Central Trust 1987 - 1989
Skills
Banking, Investments, Marketing, Financial Consulting, Sales, Credit Analysis, Business Analysis, Financial Advisory, Financial Services, Small Business, Accounting, Credit, Finance, Commercial Banking, Portfolio Management
Education
Marquette University 1983 — 1987
Bachelor of Science (BS), Business Administration and Management, General, 3.33/4.00
Diana Clopton Diana Clopton's The Northern Trust Company Experience June 2002 - November 2005
Job Senior Manager, Sales Strategy/Planning at PepsiCo
Industry Food & Beverages
Experience
PepsiCo October 2012 - Present
PepsiCo May 2010 - September 2012
PepsiCo August 2008 - April 2010
Raytheon Company February 2006 - June 2007
The Northern Trust Company June 2002 - November 2005
Skills
Business Development, Financial Modeling, Management, Competitive Analysis, Strategic Financial..., Financial Analysis, Consumer Products, Process Improvement, Leadership, Forecasting, Strategic Planning, Corporate Finance, Finance, Cross-functional Team..., Mergers, Strategy
Education
Northwestern University - Kellogg School of Management 2007 — 2008
MBA, Analytical Consulting, Management & Strategy, Marketing
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
B.S., Finance
PepsiCo October 2012 - Present
PepsiCo May 2010 - September 2012
PepsiCo August 2008 - April 2010
Raytheon Company February 2006 - June 2007
The Northern Trust Company June 2002 - November 2005
Skills
Business Development, Financial Modeling, Management, Competitive Analysis, Strategic Financial..., Financial Analysis, Consumer Products, Process Improvement, Leadership, Forecasting, Strategic Planning, Corporate Finance, Finance, Cross-functional Team..., Mergers, Strategy
Education
Northwestern University - Kellogg School of Management 2007 — 2008
MBA, Analytical Consulting, Management & Strategy, Marketing
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
B.S., Finance
Joseph T. Seminetta Joseph T. Seminetta's The Northern Trust Company Experience 1999 - September 2001
Job President, Premier Asset Management LLC
Industry Financial Services
Experience
Premier Asset Management LLC September 2001 - Present
The Northern Trust Company 1999 - September 2001
BMO Harris Bank 1991 - 1995
Skills
Asset Management, Portfolio Management, Management, Investment Management, Financial Advisory, Bonds, Investments, Equities, Asset Allocation, Wealth Management
Education
Northwestern University - Kellogg School of Management 1991 — 1995
Master of Management (MM), Triple major in Finance, Management Strategy and Organizational Behavior
Loyola University of Chicago 1982 — 1986
BBA, Finance
Premier Asset Management LLC September 2001 - Present
The Northern Trust Company 1999 - September 2001
BMO Harris Bank 1991 - 1995
Skills
Asset Management, Portfolio Management, Management, Investment Management, Financial Advisory, Bonds, Investments, Equities, Asset Allocation, Wealth Management
Education
Northwestern University - Kellogg School of Management 1991 — 1995
Master of Management (MM), Triple major in Finance, Management Strategy and Organizational Behavior
Loyola University of Chicago 1982 — 1986
BBA, Finance
Mollie Grant Mollie Grant's The Northern Trust Company Experience December 1999 - Present
Job Senior Legal Counsel, Senior Vice President at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company December 1999 - Present
Skills
Securities Regulation, Corporate Governance, Securities, Corporate Law, Legal Research, Financial Services, Legal Writing, Defined Benefit, ERISA, Litigation, Due Diligence
Education
Loyola University Chicago School of Law 1994 — 1997
JD
University of Dayton 1990 — 1994
BA, Political Science
The Northern Trust Company December 1999 - Present
Skills
Securities Regulation, Corporate Governance, Securities, Corporate Law, Legal Research, Financial Services, Legal Writing, Defined Benefit, ERISA, Litigation, Due Diligence
Education
Loyola University Chicago School of Law 1994 — 1997
JD
University of Dayton 1990 — 1994
BA, Political Science
LJ Jhangiani's The Northern Trust Company Experience March 1993 - March 1995
Job
Industry Investment Management
Experience
BMO Harris Bank May 2013 - Present
Allstate Investments LLC June 2005 - May 2013
Cheiron Trading LLC, Chicago July 2004 - June 2005
Jemmco Capital LLC August 2003 - February 2004
State Street Bank April 1995 - August 2003
The Northern Trust Company March 1993 - March 1995
Bankers Trust Company November 1991 - February 1993
Skills
Asset Management, Securities, Strategy, Mergers & Acquisitions, Loans, Equities, Bloomberg, Prime Brokerage, Financial Markets, Funding, Portfolio Management, Trading, Financial Risk, Hedge Funds, Financial Analysis, Trading Strategies, Cash Management, Management, Finance, Securities Lending, Bonds, Capital Markets, Fixed Income, Mutual Funds, Investments, Derivatives, Financial Services, Risk Management, Trading Systems
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Management
Northern Illinois University
Bachelors of Science, Marketing
BMO Harris Bank May 2013 - Present
Allstate Investments LLC June 2005 - May 2013
Cheiron Trading LLC, Chicago July 2004 - June 2005
Jemmco Capital LLC August 2003 - February 2004
State Street Bank April 1995 - August 2003
The Northern Trust Company March 1993 - March 1995
Bankers Trust Company November 1991 - February 1993
Skills
Asset Management, Securities, Strategy, Mergers & Acquisitions, Loans, Equities, Bloomberg, Prime Brokerage, Financial Markets, Funding, Portfolio Management, Trading, Financial Risk, Hedge Funds, Financial Analysis, Trading Strategies, Cash Management, Management, Finance, Securities Lending, Bonds, Capital Markets, Fixed Income, Mutual Funds, Investments, Derivatives, Financial Services, Risk Management, Trading Systems
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Management
Northern Illinois University
Bachelors of Science, Marketing
Bradley R. Mayer's The Northern Trust Company Experience September 1987 - Present
Job Vice President Senior Instutional Relationship Manager at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company September 1987 - Present
Northern Trust Corporation September 1987 - Present
Skills
Financial Analysis, Portfolio Management, Wealth Management, Alternative Investments, Investments, Equities, Banking, Mutual Funds, Business Development, Asset Management, Finance, Sales, Cloud Computing, Strategic Planning, Leadership, Sales Management, Financial Services
Education
Miami University 1982 — 1986
Bachelor of Science in Business, Finance
Miami University 1982 — 1986
Bachelor of Science in Business, Finance
The Northern Trust Company September 1987 - Present
Northern Trust Corporation September 1987 - Present
Skills
Financial Analysis, Portfolio Management, Wealth Management, Alternative Investments, Investments, Equities, Banking, Mutual Funds, Business Development, Asset Management, Finance, Sales, Cloud Computing, Strategic Planning, Leadership, Sales Management, Financial Services
Education
Miami University 1982 — 1986
Bachelor of Science in Business, Finance
Miami University 1982 — 1986
Bachelor of Science in Business, Finance
Stuart Gillette's The Northern Trust Company Experience November 2005 - Present
Job Wealth Management Marketing Professional Responsible for Private Banking Marketing Strategy Development
Industry Financial Services
Experience
The Northern Trust Company November 2005 - Present
Skills
Wealth Management, Operations Management, Management, Marketing, Business Strategy, Leadership, Financial Services, Communication Skills, Marketing Communications, Marketing Strategy, Strategy, Team Leadership, Mutual Funds, Strategic Planning, Advertising, Sales, Brand Management, Program Management, Product Development, Project Planning, Wealth Management...
Education
Graduate School of Bank Marketing 1989 — 1990
Financial/Bank Marketing
Northern Michigan University 1982 — 1987
BS, Marketing
Berrien Springs Middle School
FINRA Securities Licences
The Northern Trust Company November 2005 - Present
Skills
Wealth Management, Operations Management, Management, Marketing, Business Strategy, Leadership, Financial Services, Communication Skills, Marketing Communications, Marketing Strategy, Strategy, Team Leadership, Mutual Funds, Strategic Planning, Advertising, Sales, Brand Management, Program Management, Product Development, Project Planning, Wealth Management...
Education
Graduate School of Bank Marketing 1989 — 1990
Financial/Bank Marketing
Northern Michigan University 1982 — 1987
BS, Marketing
Berrien Springs Middle School
FINRA Securities Licences
Michelle Kessler Oganov's The Northern Trust Company Experience August 2006 - January 2007
Job Attorney and Executive Director at Nomura
Industry Law Practice
Experience
Nomura August 2011 - Present
Barclays Capital January 2007 - August 2011
The Northern Trust Company August 2006 - January 2007
Skills
Financial Services, Derivatives, Prime Brokerage, Fixed Income, Clearing, Capital Markets, Clearing Houses, ISDA, Futures, Legal Advisory, Give-Up, Investment Banking, Hedge Funds, Equities, Structured Finance, Due Diligence, ERISA, Legal Research, Legal Advice, FIA, Securities Regulation
Education
Chicago-Kent College of Law
Juris Doctor, Law
Marquette University
Bachelor of Arts (B.A.)
Nomura August 2011 - Present
Barclays Capital January 2007 - August 2011
The Northern Trust Company August 2006 - January 2007
Skills
Financial Services, Derivatives, Prime Brokerage, Fixed Income, Clearing, Capital Markets, Clearing Houses, ISDA, Futures, Legal Advisory, Give-Up, Investment Banking, Hedge Funds, Equities, Structured Finance, Due Diligence, ERISA, Legal Research, Legal Advice, FIA, Securities Regulation
Education
Chicago-Kent College of Law
Juris Doctor, Law
Marquette University
Bachelor of Arts (B.A.)
Josette Van Putten's The Northern Trust Company Experience June 2008 - Present
Job Vice President Wealth Management
Industry Banking
Experience
The Northern Trust Company June 2008 - Present
Education
Point Park University 1997 — 1998
MBA, International Business
Point Park University 1991 — 1998
The Northern Trust Company June 2008 - Present
Education
Point Park University 1997 — 1998
MBA, International Business
Point Park University 1991 — 1998
Hilary Wolfe's The Northern Trust Company Experience Senior Vice PresidentContinental Bank1989 - 2000
Job Managing Executive at The Northern Trust Company
Industry Investment Management
Experience
The Northern Trust Company Senior Vice PresidentContinental Bank1989 - 2000
Education
Northwestern University - Kellogg School of Management
MBA, Finance and Marketing
The George Washington University
BBA, Accounting
The Northern Trust Company Senior Vice PresidentContinental Bank1989 - 2000
Education
Northwestern University - Kellogg School of Management
MBA, Finance and Marketing
The George Washington University
BBA, Accounting
Jeff Knott's The Northern Trust Company Experience July 1998 - September 2006
Job Senior Solutions Technology Manager at AIM Specialty Health
Industry Information Technology and Services
Experience
AIM Specialty Health January 2010 - Present
American Imaging Management September 2006 - Present
The Northern Trust Company July 1998 - September 2006
c.w. Costello & Associates 1996 - 1998
CBSI May 1996 - June 1997
Skills
Business Analysis, Process Improvement, Vendor Management, Software Project..., SDLC, IT Strategy, Requirements Analysis, Agile Methodologies, Healthcare, ITIL, Data Analysis, Databases, Database Design, Ag, Strategic Planning, Project Management, Solution Architecture, IT Recruitment, IT Outsourcing, IT Management, Business Intelligence, SharePoint, Visio, Enterprise Architecture, SAP
Education
Northern Illinois University 1992 — 1996
BS, Computer Science(Major) Business Administration(minor)
AIM Specialty Health January 2010 - Present
American Imaging Management September 2006 - Present
The Northern Trust Company July 1998 - September 2006
c.w. Costello & Associates 1996 - 1998
CBSI May 1996 - June 1997
Skills
Business Analysis, Process Improvement, Vendor Management, Software Project..., SDLC, IT Strategy, Requirements Analysis, Agile Methodologies, Healthcare, ITIL, Data Analysis, Databases, Database Design, Ag, Strategic Planning, Project Management, Solution Architecture, IT Recruitment, IT Outsourcing, IT Management, Business Intelligence, SharePoint, Visio, Enterprise Architecture, SAP
Education
Northern Illinois University 1992 — 1996
BS, Computer Science(Major) Business Administration(minor)
Chris McKean's The Northern Trust Company Experience January 1998 - Present
Job Sr. Vice President at The Northern Trust Company
Industry Banking
Experience
The Northern Trust Company January 1998 - Present
Education
Loyola University New Orleans 1988 — 1991
The Northern Trust Company January 1998 - Present
Education
Loyola University New Orleans 1988 — 1991
Deborah Sallman's The Northern Trust Company Experience August 2006 - July 2012
Job IT Sourcing Services
Industry Information Technology and Services
Experience
Direct Supply November 2012 - Present
Sallman Consulting July 2012 - Present
The Northern Trust Company August 2006 - July 2012
The Northern Trust Company September 2003 - August 2006
The Northern Trust Company 1998 - September 2003
The Northern Trust Company October 1991 - December 1997
Tommy Armour Golf 1988 - 1991
Skills
Outsourcing, Project Management, Leadership, Vendor Management, Process Improvement, Risk Management, Business Process..., Financial Analysis, Business Analysis, Banking, Outsourcing Management, Change Management, Strategic Sourcing, Cross-functional Team..., Sourcing, Program Management, Business Process, Strategic Planning, Contract Negotiation, Team Building, Contract Management, Professional Services, Offshoring, Team Leadership, IT Management, IT Outsourcing, Management, RFP, Project Planning, Vendor Relationships, Financial Services, Requirements Analysis, Business Process Design, Information Technology, Spend Analysis, Negotiation, Analysis, Global Sourcing, Program Evaluation, Scorecard Management, SDLC, Project Portfolio..., Enterprise Software, Procurement, IT Service Management, Training, Consulting, IT Strategy, Technical Recruiting
Education
Keller Graduate School of Management of DeVry University 2012 — 2015
Master's degree, Project Management
Winona State University 1983 — 1987
Bachelor of Science (BS), Computer Science
Direct Supply November 2012 - Present
Sallman Consulting July 2012 - Present
The Northern Trust Company August 2006 - July 2012
The Northern Trust Company September 2003 - August 2006
The Northern Trust Company 1998 - September 2003
The Northern Trust Company October 1991 - December 1997
Tommy Armour Golf 1988 - 1991
Skills
Outsourcing, Project Management, Leadership, Vendor Management, Process Improvement, Risk Management, Business Process..., Financial Analysis, Business Analysis, Banking, Outsourcing Management, Change Management, Strategic Sourcing, Cross-functional Team..., Sourcing, Program Management, Business Process, Strategic Planning, Contract Negotiation, Team Building, Contract Management, Professional Services, Offshoring, Team Leadership, IT Management, IT Outsourcing, Management, RFP, Project Planning, Vendor Relationships, Financial Services, Requirements Analysis, Business Process Design, Information Technology, Spend Analysis, Negotiation, Analysis, Global Sourcing, Program Evaluation, Scorecard Management, SDLC, Project Portfolio..., Enterprise Software, Procurement, IT Service Management, Training, Consulting, IT Strategy, Technical Recruiting
Education
Keller Graduate School of Management of DeVry University 2012 — 2015
Master's degree, Project Management
Winona State University 1983 — 1987
Bachelor of Science (BS), Computer Science
Tony Lopykinski's The Northern Trust Company Experience 1993 - 1995
Job Managing Principal Maven Advisors LLC
Industry Management Consulting
Experience
Maven Advisors 2008 - Present
Analytics Leaders Network 2013 - Present
The Data Warehousing Institute (TDWI) 2008 - Present
McDonald's Corporation 2003 - 2007
McDonald's Corporation 2001 - 2003
McDonald's Corporation 2000 - 2001
McDonald's Corporation 1997 - 2000
McDonald's Corporation 1995 - 1997
The Northern Trust Company 1993 - 1995
R.R. Donnelley & Sons 1992 - 1993
Skills
Business Intelligence, Data Warehousing, Business Analysis, Data Governance, Vendor Management, Master Data Management, Analytics, Data Warehouse..., Project Management, IT Strategy, Change Management, Data Integration, Program Management, Management Consulting, Enterprise Architecture, Business Process..., Business Intelligence..., SDLC, Strategy, Leadership, Requirements Gathering, Data Modeling, Cross-functional Team..., Governance, Consulting, Analysis, Management, Information Management, Requirements Analysis, IT Management, Strategic Planning, Data Quality, Business Process, ERP
Education
Northern Illinois University - College of Business
Bachelor of Science, Finance
Maven Advisors 2008 - Present
Analytics Leaders Network 2013 - Present
The Data Warehousing Institute (TDWI) 2008 - Present
McDonald's Corporation 2003 - 2007
McDonald's Corporation 2001 - 2003
McDonald's Corporation 2000 - 2001
McDonald's Corporation 1997 - 2000
McDonald's Corporation 1995 - 1997
The Northern Trust Company 1993 - 1995
R.R. Donnelley & Sons 1992 - 1993
Skills
Business Intelligence, Data Warehousing, Business Analysis, Data Governance, Vendor Management, Master Data Management, Analytics, Data Warehouse..., Project Management, IT Strategy, Change Management, Data Integration, Program Management, Management Consulting, Enterprise Architecture, Business Process..., Business Intelligence..., SDLC, Strategy, Leadership, Requirements Gathering, Data Modeling, Cross-functional Team..., Governance, Consulting, Analysis, Management, Information Management, Requirements Analysis, IT Management, Strategic Planning, Data Quality, Business Process, ERP
Education
Northern Illinois University - College of Business
Bachelor of Science, Finance
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
Sean Landry's The Northern Trust Company Experience
Job Sr. Systems Analyst at The Northern Trust Company
Industry Banking
Experience
The Northern Trust Company
Skills
Customer Service, SDLC, SharePoint, Microsoft Office, Software Project..., Business Analysis, Process Improvement, Requirements Analysis, Enterprise Architecture
Education
Northern Illinois University 1995 — 1997
The Northern Trust Company
Skills
Customer Service, SDLC, SharePoint, Microsoft Office, Software Project..., Business Analysis, Process Improvement, Requirements Analysis, Enterprise Architecture
Education
Northern Illinois University 1995 — 1997
Daniel O'Donnell's The Northern Trust Company Experience June 1992 - Present
Job Sr. Vice President / Northern Trust Hedge Fund Services
Industry Banking
Experience
The Northern Trust Company June 1992 - Present
Northern Trust September 2007 - July 2014
Northern Trust September 2004 - September 2007
Northern Trust March 2000 - September 2004
Northern Trust Corporation February 1997 - March 2000
Skills
Wealth Management, Bonds, Financial Services, Strategic Planning, Banking, Relationship Management, Management, Trust Operations, Trading, Securities, Equities, Alternative Investments, Middle Office, Derivatives, Valuation, Due Diligence, Hedge Funds, Financial Markets, Fixed Income, Series 7, Global Custody, Investment Management, Settlement, Finance, Asset Allocation, Bloomberg, Corporate Actions, Options, Capital Markets, Investment Banking, FX Options, Back Office
Education
Loras College
Finance
The Northern Trust Company June 1992 - Present
Northern Trust September 2007 - July 2014
Northern Trust September 2004 - September 2007
Northern Trust March 2000 - September 2004
Northern Trust Corporation February 1997 - March 2000
Skills
Wealth Management, Bonds, Financial Services, Strategic Planning, Banking, Relationship Management, Management, Trust Operations, Trading, Securities, Equities, Alternative Investments, Middle Office, Derivatives, Valuation, Due Diligence, Hedge Funds, Financial Markets, Fixed Income, Series 7, Global Custody, Investment Management, Settlement, Finance, Asset Allocation, Bloomberg, Corporate Actions, Options, Capital Markets, Investment Banking, FX Options, Back Office
Education
Loras College
Finance
Ashley Paul Kok-Alblas's The Northern Trust Company Experience August 2009 - May 2012
Job Corporate and Securities Paralegal at Baker & McKenzie
Industry Legal Services
Experience
Baker & McKenzie May 2012 - Present
The Northern Trust Company August 2009 - May 2012
The Northern Trust Company October 2005 - July 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Project Management, Legal Writing, Microsoft Word, Business Development, Research, Corporate Law, Contract Negotiation, Legal Research, Negotiation
Education
Loyola University Chicago 2008 — 2009
Graduate Certificate, Paralegal Studies
University of Iowa 2000 — 2004
BBA, Business Management
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Management
Baker & McKenzie May 2012 - Present
The Northern Trust Company August 2009 - May 2012
The Northern Trust Company October 2005 - July 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Project Management, Legal Writing, Microsoft Word, Business Development, Research, Corporate Law, Contract Negotiation, Legal Research, Negotiation
Education
Loyola University Chicago 2008 — 2009
Graduate Certificate, Paralegal Studies
University of Iowa 2000 — 2004
BBA, Business Management
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Management
Paul Bulgajewski's The Northern Trust Company Experience October 2006 - Present
Job 2nd Vice President FX Senior Analyst
Industry Financial Services
Experience
The Northern Trust Company October 2006 - Present
Scudder Investments 1999 - 2003
Skills
Bloomberg, Fixed Income
Education
University of Illinois at Chicago 1995 — 1999
B.S., Finance
Keller Graduate School of Management of DeVry University
Masters, Accounting & Financial Management
The Northern Trust Company October 2006 - Present
Scudder Investments 1999 - 2003
Skills
Bloomberg, Fixed Income
Education
University of Illinois at Chicago 1995 — 1999
B.S., Finance
Keller Graduate School of Management of DeVry University
Masters, Accounting & Financial Management
Jeffrey Dodd's The Northern Trust Company Experience October 2007 - May 2008
Job MBA, MSN, RN, CNL, CHPN, CPHQ, CHPCA
Industry Hospital & Health Care
Experience
Midwest Palliative & Hospice CareCenter July 2015 - Present
Midwest Palliative & Hospice CareCenter September 2014 - Present
Midwest Palliative & Hospice CareCenter May 2013 - August 2014
Rush University Medical Center April 2012 - April 2013
Jeffrey Dodd Training May 2008 - December 2010
The Northern Trust Company October 2007 - May 2008
LaSalle Bank NA / ABN AMRO March 1994 - August 2007
Security Pacfic Merchant Bank 1989 - 1992
Security Pacific Merchant Bank 1988 - 1990
Security Pacific Bank 1988 - 1990
Skills
Leadership, Negotiation, Management, Healthcare, Instructional Design, Nonprofits, Coaching, Change Management, Public Speaking, Team Building, Customer Service, Nursing, Program Management, Research, Commercial Banking, Insurance, Organizational..., Palliative Care, Due Diligence, Mergers & Acquisitions, Talent Management, Teaching, Fundraising, Real Estate, Performance Management, Performance Improvement, Hospice, Project Management, Employee Engagement, Training, Employee Relations
Education
Rush University College of Nursing 2011 — 2013
MSN, Generalist Entry Master's (GEM) Program
Oakton Community College 2011 — 2011
Nursing Pre-requisites
Miami University 1983 — 1985
MBA, Finance and Mathmetical Modeling
Miami University 1975 — 1979
BA, Zoology
Midwest Palliative & Hospice CareCenter July 2015 - Present
Midwest Palliative & Hospice CareCenter September 2014 - Present
Midwest Palliative & Hospice CareCenter May 2013 - August 2014
Rush University Medical Center April 2012 - April 2013
Jeffrey Dodd Training May 2008 - December 2010
The Northern Trust Company October 2007 - May 2008
LaSalle Bank NA / ABN AMRO March 1994 - August 2007
Security Pacfic Merchant Bank 1989 - 1992
Security Pacific Merchant Bank 1988 - 1990
Security Pacific Bank 1988 - 1990
Skills
Leadership, Negotiation, Management, Healthcare, Instructional Design, Nonprofits, Coaching, Change Management, Public Speaking, Team Building, Customer Service, Nursing, Program Management, Research, Commercial Banking, Insurance, Organizational..., Palliative Care, Due Diligence, Mergers & Acquisitions, Talent Management, Teaching, Fundraising, Real Estate, Performance Management, Performance Improvement, Hospice, Project Management, Employee Engagement, Training, Employee Relations
Education
Rush University College of Nursing 2011 — 2013
MSN, Generalist Entry Master's (GEM) Program
Oakton Community College 2011 — 2011
Nursing Pre-requisites
Miami University 1983 — 1985
MBA, Finance and Mathmetical Modeling
Miami University 1975 — 1979
BA, Zoology
Brandon Beavers's The Northern Trust Company Experience 1997 - 1999
Job Strategic Business Executive
Industry Consumer Goods
Experience
Best Croutons June 2008 - Present
Best Harvest Bakeries October 1999 - Present
The Northern Trust Company 1997 - 1999
Skills
Food Service, Food Manufacturing, Food, Strategic Planning, Operations Management, Income Statement, Food Processing, Continuous Improvement, P&L Management, Supply Chain, Product Development, Management, Leadership, Business Strategy, Negotiation, Process Improvement, P
Education
University of Illinois at Urbana-Champaign 1993 — 1997
Bachelor of Science (BS), Business Administration, Management and Operations
Loyola University Chicago 1999 — 2001
MBA, Operations, MIS
Hinsdale Central High School
Best Croutons June 2008 - Present
Best Harvest Bakeries October 1999 - Present
The Northern Trust Company 1997 - 1999
Skills
Food Service, Food Manufacturing, Food, Strategic Planning, Operations Management, Income Statement, Food Processing, Continuous Improvement, P&L Management, Supply Chain, Product Development, Management, Leadership, Business Strategy, Negotiation, Process Improvement, P
Education
University of Illinois at Urbana-Champaign 1993 — 1997
Bachelor of Science (BS), Business Administration, Management and Operations
Loyola University Chicago 1999 — 2001
MBA, Operations, MIS
Hinsdale Central High School
Michael Contreras's The Northern Trust Company Experience May 2006 - May 2007
Job Vice President at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch September 2010 - July 2015
Bank of America Merrill Lynch May 2007 - September 2010
The Northern Trust Company May 2006 - May 2007
Merrill Lynch September 2005 - January 2006
Education
North Park University 2002 — 2006
B.S., Finance
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch September 2010 - July 2015
Bank of America Merrill Lynch May 2007 - September 2010
The Northern Trust Company May 2006 - May 2007
Merrill Lynch September 2005 - January 2006
Education
North Park University 2002 — 2006
B.S., Finance
Lena Turner, MBA's The Northern Trust Company Experience 1996 - 1998
Job Business Services Professional
Industry Utilities
Experience
WEC Energy Group 2010 - Present
Stafflogix 2008 - 2009
Business 1st Property Mgmt. Corp. 2004 - 2008
Blackwell Consulting Services 1999 - 2005
Consultants to Executive Management Co. 1998 - 1998
The Northern Trust Company 1996 - 1998
Seaway National Bank 1993 - 1996
Skills
Microsoft Office, PeopleSoft, Recruiting, Project Management, Accounting, Training, Analysis, Business Analysis, Change Management, Management, Business Process..., Leadership, Human Resources, Process Improvement
Education
Keller Graduate School of Management of DeVry University 1996 — 1997
MBA, Human Resources
University of Illinois at Chicago
B.S., Finance
WEC Energy Group 2010 - Present
Stafflogix 2008 - 2009
Business 1st Property Mgmt. Corp. 2004 - 2008
Blackwell Consulting Services 1999 - 2005
Consultants to Executive Management Co. 1998 - 1998
The Northern Trust Company 1996 - 1998
Seaway National Bank 1993 - 1996
Skills
Microsoft Office, PeopleSoft, Recruiting, Project Management, Accounting, Training, Analysis, Business Analysis, Change Management, Management, Business Process..., Leadership, Human Resources, Process Improvement
Education
Keller Graduate School of Management of DeVry University 1996 — 1997
MBA, Human Resources
University of Illinois at Chicago
B.S., Finance
sarah strang's The Northern Trust Company Experience March 2008 - Present
Job Vice President, Global Technology Procurement at The Northern Trust Company
Industry Banking
Experience
The Northern Trust Company March 2008 - Present
Bank of America (f/k/a LaSalle Bank Corporation/ABN AMRO) September 2006 - March 2008
YRC Worldwide (f/k/a USF Corporation) 2002 - 2006
Navigant Consulting November 2001 - January 2002
United Airlines 1998 - November 2001
Catholic Charities - NE/NW Case Management February 1995 - 1998
Skills
Business Analysis, Business Process..., Contract Management, Contract Negotiation, Cross-functional Team..., Mergers, Negotiation, Process Improvement, Procurement, Project Management, Purchasing, Sourcing, Strategic Sourcing, Vendor Management
Education
Loyola University Chicago School of Law 1994 — 1997
JD, Law
University of Iowa 1991 — 1994
St. Ambrose University 1990 — 1991
N/A, Pre-law, Psychology, Political Science
The Northern Trust Company March 2008 - Present
Bank of America (f/k/a LaSalle Bank Corporation/ABN AMRO) September 2006 - March 2008
YRC Worldwide (f/k/a USF Corporation) 2002 - 2006
Navigant Consulting November 2001 - January 2002
United Airlines 1998 - November 2001
Catholic Charities - NE/NW Case Management February 1995 - 1998
Skills
Business Analysis, Business Process..., Contract Management, Contract Negotiation, Cross-functional Team..., Mergers, Negotiation, Process Improvement, Procurement, Project Management, Purchasing, Sourcing, Strategic Sourcing, Vendor Management
Education
Loyola University Chicago School of Law 1994 — 1997
JD, Law
University of Iowa 1991 — 1994
St. Ambrose University 1990 — 1991
N/A, Pre-law, Psychology, Political Science
Craig Kost's The Northern Trust Company Experience July 2013 - Present
Job Senior Vice President, Global Practice Lead and Manager, Compensation at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company July 2013 - Present
The Northern Trust Company October 2010 - Present
The Northern Trust Company December 2006 - October 2010
Brunswick Corporation 1982 - 2005
Skills
Compensation, Benefits Administration, Incentive Programs, PeopleSoft, Deferred Compensation, Employee Benefits, HRIS, Executive Pay
Education
Kellogg Graduate School of Management - Northwestern University 1996 — 1998
MBA, Management
Miami University 1973 — 1977
BS, Business Management
The Northern Trust Company July 2013 - Present
The Northern Trust Company October 2010 - Present
The Northern Trust Company December 2006 - October 2010
Brunswick Corporation 1982 - 2005
Skills
Compensation, Benefits Administration, Incentive Programs, PeopleSoft, Deferred Compensation, Employee Benefits, HRIS, Executive Pay
Education
Kellogg Graduate School of Management - Northwestern University 1996 — 1998
MBA, Management
Miami University 1973 — 1977
BS, Business Management
Michael Demare's The Northern Trust Company Experience July 2007 - Present
Job VP AML Officer at The Northern Trust Company
Industry Banking
Experience
The Northern Trust Company July 2007 - Present
Northern Trust Company July 2007 - July 2008
LaSalle Bank November 1994 - June 2007
Skills
AML, OFAC, Banking, Operational Risk, Bank Secrecy Act, Operational Risk..., Financial Risk, Risk Management, Commercial Banking, KYC, Financial Services, Fraud, Loans, Credit, Securities, Fund Administration, Private Banking, Credit Risk, Enterprise Risk..., Due Diligence, Retail Banking, Anti Money Laundering
Education
Northeastern Illinois University 1978 — 1982
The Northern Trust Company July 2007 - Present
Northern Trust Company July 2007 - July 2008
LaSalle Bank November 1994 - June 2007
Skills
AML, OFAC, Banking, Operational Risk, Bank Secrecy Act, Operational Risk..., Financial Risk, Risk Management, Commercial Banking, KYC, Financial Services, Fraud, Loans, Credit, Securities, Fund Administration, Private Banking, Credit Risk, Enterprise Risk..., Due Diligence, Retail Banking, Anti Money Laundering
Education
Northeastern Illinois University 1978 — 1982
Patrick D'Onofrio's The Northern Trust Company Experience August 2010 - December 2014
Job Assistant General Counsel at First Trust Portfolios, L.P.
Industry Legal Services
Experience
First Trust Portfolios, L.P. January 2015 - Present
The Northern Trust Company August 2010 - December 2014
Jones Day September 2002 - August 2010
Skills
Hedge Funds, Securities Regulation, Finance, Corporate Law
Education
Loyola University Chicago School of Law 1999 — 2002
JD, Law
University of Notre Dame 1995 — 1999
Bachelor's, Finance & Business Economics; English
First Trust Portfolios, L.P. January 2015 - Present
The Northern Trust Company August 2010 - December 2014
Jones Day September 2002 - August 2010
Skills
Hedge Funds, Securities Regulation, Finance, Corporate Law
Education
Loyola University Chicago School of Law 1999 — 2002
JD, Law
University of Notre Dame 1995 — 1999
Bachelor's, Finance & Business Economics; English
Matthew Costigan's The Northern Trust Company Experience September 1992 - May 1995
Job Partner at Winston & Strawn LLP
Industry Law Practice
Experience
Winston & Strawn LLP 1998 - Present
The Northern Trust Company September 1992 - May 1995
Skills
Mergers & Acquisitions, Private Equity, Corporate Law, Corporate Governance, Corporate Finance
Education
Northwestern University School of Law 1995 — 1998
Doctor of Law (J.D.)
Northwestern University 1988 — 1992
Bachelor of Arts (B.A.), Economics
Winston & Strawn LLP 1998 - Present
The Northern Trust Company September 1992 - May 1995
Skills
Mergers & Acquisitions, Private Equity, Corporate Law, Corporate Governance, Corporate Finance
Education
Northwestern University School of Law 1995 — 1998
Doctor of Law (J.D.)
Northwestern University 1988 — 1992
Bachelor of Arts (B.A.), Economics
Peter Aglipay's The Northern Trust Company Experience January 1996 - September 2000
Job 2nd VP Taxable Fixed Income
Industry Banking
Experience
Northern Trust Asset Management March 2007 - Present
Northern Trust Global Investments September 2000 - March 2007
The Northern Trust Company January 1996 - September 2000
Skills
Fixed Income, Portfolio Management, Bonds, Trading, Bloomberg, Capital Markets, Asset Managment, Investment Strategies, Asset Allocation, Investments, Mutual Funds, Asset Management, Financial Analysis, Investment Management
Education
Northeastern Illinois University
BA, Economics
Niles North H.S. 1985 — 1989
St. Lambert
Northern Trust Asset Management March 2007 - Present
Northern Trust Global Investments September 2000 - March 2007
The Northern Trust Company January 1996 - September 2000
Skills
Fixed Income, Portfolio Management, Bonds, Trading, Bloomberg, Capital Markets, Asset Managment, Investment Strategies, Asset Allocation, Investments, Mutual Funds, Asset Management, Financial Analysis, Investment Management
Education
Northeastern Illinois University
BA, Economics
Niles North H.S. 1985 — 1989
St. Lambert
Ross Heim's The Northern Trust Company Experience May 1977 - March 1979
Job Attorney at Ross C. Heim, P.C.
Industry Law Practice
Experience
Ross C. Heim, P.C. October 1987 - Present
Layfer, Cohen, Handelsman & Mora March 1979 - October 1987
The Northern Trust Company May 1977 - March 1979
Skills
Trusts, Guardianship, Estate Planning, Tax, Income Tax, Wills, Estate Law, LLC, Powers of Attorney, Litigation, Business Formation, Commercial Litigation, Elder Law, Hearings, Bankruptcy, Appeals, Family Law, Arbitration, Mediation, Courts, Civil Litigation
Education
Syracuse University 1974 — 1977
JD, MBA, Law, Business
Michigan State University 1969 — 1971
MA, Educational Administration
Michigan State University 1964 — 1968
BA, Mathematics Education
Grosse Pointe High School 1961 — 1964
Ross C. Heim, P.C. October 1987 - Present
Layfer, Cohen, Handelsman & Mora March 1979 - October 1987
The Northern Trust Company May 1977 - March 1979
Skills
Trusts, Guardianship, Estate Planning, Tax, Income Tax, Wills, Estate Law, LLC, Powers of Attorney, Litigation, Business Formation, Commercial Litigation, Elder Law, Hearings, Bankruptcy, Appeals, Family Law, Arbitration, Mediation, Courts, Civil Litigation
Education
Syracuse University 1974 — 1977
JD, MBA, Law, Business
Michigan State University 1969 — 1971
MA, Educational Administration
Michigan State University 1964 — 1968
BA, Mathematics Education
Grosse Pointe High School 1961 — 1964
Bonnie A. Ogden's The Northern Trust Company Experience February 2004 - Present
Job Senior Vice President, Credit Administration at The Northern Trust Company
Industry Banking
Experience
The Northern Trust Company February 2004 - Present
Harris Bank 1987 - 2004
Chapman and Cutler LLP November 1984 - March 1987
Skills
Banking, Portfolio Management, Wealth Management, Commercial Lending, Credit Analysis, Commercial Banking, Loan Origination, Loans, Private Banking, Consumer Lending, Real Estate Financing, Small Business Lending, Asset Management, Credit, Legal Documents, Financial Analysis, Financial Services, Secured Transactions, Team Management
Education
Northern Illinois University 1980 — 1984
Bachelor of Science (B.S.), Elementary Education and Teaching
Roosevelt University 1984 — 1984
Paralegal Certificate, Real Estate and Banking
The Northern Trust Company February 2004 - Present
Harris Bank 1987 - 2004
Chapman and Cutler LLP November 1984 - March 1987
Skills
Banking, Portfolio Management, Wealth Management, Commercial Lending, Credit Analysis, Commercial Banking, Loan Origination, Loans, Private Banking, Consumer Lending, Real Estate Financing, Small Business Lending, Asset Management, Credit, Legal Documents, Financial Analysis, Financial Services, Secured Transactions, Team Management
Education
Northern Illinois University 1980 — 1984
Bachelor of Science (B.S.), Elementary Education and Teaching
Roosevelt University 1984 — 1984
Paralegal Certificate, Real Estate and Banking
Philip Kinsella's The Northern Trust Company Experience January 1997 - October 2005
Job Senior Accounting Coordinator at Select Italy Travel
Industry Financial Services
Experience
Select Italy May 2011 - Present
Liberty Tax Services December 2010 - April 2011
Arena Design December 2008 - December 2010
AltusWorks July 2008 - January 2009
The Northen Trust Company October 2005 - August 2007
Portage Park Neighborhood Association January 2002 - January 2006
The Northern Trust Company January 1997 - October 2005
JPMorgan Chase(First National Bank of Chicago) January 1995 - January 1997
JPMorgan Chase(First National Bank of Chicago) January 1991 - January 1995
Skills
Accounting, Budgets, Access, QuickBooks, Process Improvement, Accounts Receivable, Microsoft Word, Business Analysis, Social Media, Customer Service, Banking, Leadership, Management, Payroll, Finance, Sales, Business Process..., General Ledger, Financial Analysis
Education
Loyola University of Chicago
Business, Marketing
Select Italy May 2011 - Present
Liberty Tax Services December 2010 - April 2011
Arena Design December 2008 - December 2010
AltusWorks July 2008 - January 2009
The Northen Trust Company October 2005 - August 2007
Portage Park Neighborhood Association January 2002 - January 2006
The Northern Trust Company January 1997 - October 2005
JPMorgan Chase(First National Bank of Chicago) January 1995 - January 1997
JPMorgan Chase(First National Bank of Chicago) January 1991 - January 1995
Skills
Accounting, Budgets, Access, QuickBooks, Process Improvement, Accounts Receivable, Microsoft Word, Business Analysis, Social Media, Customer Service, Banking, Leadership, Management, Payroll, Finance, Sales, Business Process..., General Ledger, Financial Analysis
Education
Loyola University of Chicago
Business, Marketing
Catherine M. McKendry's The Northern Trust Company Experience 2014 - 2015
Job Risk Management/Compliance
Industry Banking
Experience
The Northern Trust Company 2014 - 2015
The Northern Trust Company 2008 - 2014
The Bank of New York Mellon 2006 - 2008
JPMorgan Chase & Co. 2003 - 2006
JPMorgan Chase & Co. 2001 - 2003
JPMorgan Chase & Co. 1999 - 2001
JPMorgan Chase & Co. 1990 - 1999
Skills
Risk Management, Financial Analysis, Securities, Banking, Financial Risk, Credit, Portfolio Management, Asset Management, Financial Services, Capital Markets, Internal Audit, Enterprise Risk..., Governance, Loans, Investments, AML, Fixed Income
Education
Lewis University
Master of Business Administration (M.B.A.), Human Resource
University of Illinois at Chicago
Bachelor of Science (B.S.), Accounting
The Northern Trust Company 2014 - 2015
The Northern Trust Company 2008 - 2014
The Bank of New York Mellon 2006 - 2008
JPMorgan Chase & Co. 2003 - 2006
JPMorgan Chase & Co. 2001 - 2003
JPMorgan Chase & Co. 1999 - 2001
JPMorgan Chase & Co. 1990 - 1999
Skills
Risk Management, Financial Analysis, Securities, Banking, Financial Risk, Credit, Portfolio Management, Asset Management, Financial Services, Capital Markets, Internal Audit, Enterprise Risk..., Governance, Loans, Investments, AML, Fixed Income
Education
Lewis University
Master of Business Administration (M.B.A.), Human Resource
University of Illinois at Chicago
Bachelor of Science (B.S.), Accounting
Moiz Meer's The Northern Trust Company Experience November 2009 - Present
Job QA Manager/Analyst/Lead ( IT Projects ) at The Northern Trust Company
Industry Information Technology and Services
Experience
The Northern Trust Company November 2009 - Present
Accurate Group Inc October 2005 - Present
Lands' End January 2009 - November 2009
Redcats October 2007 - October 2008
Northern Trust Bank July 2006 - August 2007
Skills
Quality Assurance, SDLC, Testing, E-commerce, Quality Center, Requirements Analysis, QTP, User Acceptance Testing, Agile Methodologies, Regression Testing, SQL, Test Planning, Software Quality..., Business Analysis, Visio, Analysis, Project Management, Requirements Gathering, Software Project..., Agile Project Management, System Testing, Process Improvement, Business Requirements, Oracle, Scrum, SharePoint
Education
Niagara College 2002 — 2004
Post Graduation, Information Technology
Niagara College Canada 2002 — 2004
2004, PG Diploma In IT
The Northern Trust Company November 2009 - Present
Accurate Group Inc October 2005 - Present
Lands' End January 2009 - November 2009
Redcats October 2007 - October 2008
Northern Trust Bank July 2006 - August 2007
Skills
Quality Assurance, SDLC, Testing, E-commerce, Quality Center, Requirements Analysis, QTP, User Acceptance Testing, Agile Methodologies, Regression Testing, SQL, Test Planning, Software Quality..., Business Analysis, Visio, Analysis, Project Management, Requirements Gathering, Software Project..., Agile Project Management, System Testing, Process Improvement, Business Requirements, Oracle, Scrum, SharePoint
Education
Niagara College 2002 — 2004
Post Graduation, Information Technology
Niagara College Canada 2002 — 2004
2004, PG Diploma In IT
Daniel Murphy, CPA's The Northern Trust Company Experience April 1994 - Present
Job Senior Vice President at The Northern Trust Company
Industry Banking
Experience
The Northern Trust Company April 1994 - Present
Skills
Global Custody, Asset Managment, Investments, Financial Analysis, Fixed Income, Alternative Investments, Derivatives, Asset Management, Financial Services, Securities, Equities, Hedge Funds, Mutual Funds, Banking, Wealth Management
Education
Lewis University 1990 — 1993
Bachloer, Accounting
The Northern Trust Company April 1994 - Present
Skills
Global Custody, Asset Managment, Investments, Financial Analysis, Fixed Income, Alternative Investments, Derivatives, Asset Management, Financial Services, Securities, Equities, Hedge Funds, Mutual Funds, Banking, Wealth Management
Education
Lewis University 1990 — 1993
Bachloer, Accounting
Eric Banfield's The Northern Trust Company Experience 1996 - Present
Job Vice President, Senior Risk Consultant, Corporate Market Risk
Industry Financial Services
Experience
The Northern Trust Company 1996 - Present
Sakura Dellsher, Inc. 1994 - 1996
Banfield Analytical Services 1991 - 1994
Futures Magazine (Oster Communications) 1991 - 1991
Sanwa Bank (Japan), Chicago Branch 1982 - 1991
Skills
Risk Modeling, Risk Measurement, Market Risk, Excel & Visual Basic, Financial Risk, Microsoft Excel, Fixed Income, Risk Reporting, Risk Model Documentation, Writing, Model Risk, Bloomberg, Risk Management, Basel II, Economic Capital, VBA, Enterprise Risk..., Quantitative Analytics, VAR, Data Visualization, Interest Rates, Trading, Hedging, Banking
Education
University of Chicago 1986 — 1989
1989
Northern Illinois University - College of Business 1978 — 1982
BS
The Northern Trust Company 1996 - Present
Sakura Dellsher, Inc. 1994 - 1996
Banfield Analytical Services 1991 - 1994
Futures Magazine (Oster Communications) 1991 - 1991
Sanwa Bank (Japan), Chicago Branch 1982 - 1991
Skills
Risk Modeling, Risk Measurement, Market Risk, Excel & Visual Basic, Financial Risk, Microsoft Excel, Fixed Income, Risk Reporting, Risk Model Documentation, Writing, Model Risk, Bloomberg, Risk Management, Basel II, Economic Capital, VBA, Enterprise Risk..., Quantitative Analytics, VAR, Data Visualization, Interest Rates, Trading, Hedging, Banking
Education
University of Chicago 1986 — 1989
1989
Northern Illinois University - College of Business 1978 — 1982
BS
Denise K Smith's The Northern Trust Company Experience January 2000 - April 2009
Job Accountant/Tax Professional
Industry Accounting
Experience
Grace Episcopal Church September 2014 - December 2014
Smith Tax & Accounting Services January 2000 - July 2014
The Northern Trust Company January 2000 - April 2009
Smith T ax & Accounting Services November 1998 - January 2000
Skills
Financial Statements, Account Reconciliation, Bank Reconciliation, Accounts Payable, Tax Preparation, Financial Reporting, Journal Entries, Tax, Accounting, QuickBooks, Accounts Receivable, Bookkeeping, Sales Tax, Tax Returns, Expenses, Corporate Tax, Balance Sheet, Fixed Assets, Finance, Microsoft Excel, JD Edwards, Microsoft Office, CCH ProSystem fx, Peachtree, Accruals, Income Tax, ProSystem fx Tax, GAAP, Church Episcopal Windows, Great Plains, Payroll, Budgets
Education
Northern Illinois University
Bachelor of Sciences, Accounting
Northern Illinois University, DeKalb, IL
Bachelor Sciences, Accounting and Finance
Grace Episcopal Church September 2014 - December 2014
Smith Tax & Accounting Services January 2000 - July 2014
The Northern Trust Company January 2000 - April 2009
Smith T ax & Accounting Services November 1998 - January 2000
Skills
Financial Statements, Account Reconciliation, Bank Reconciliation, Accounts Payable, Tax Preparation, Financial Reporting, Journal Entries, Tax, Accounting, QuickBooks, Accounts Receivable, Bookkeeping, Sales Tax, Tax Returns, Expenses, Corporate Tax, Balance Sheet, Fixed Assets, Finance, Microsoft Excel, JD Edwards, Microsoft Office, CCH ProSystem fx, Peachtree, Accruals, Income Tax, ProSystem fx Tax, GAAP, Church Episcopal Windows, Great Plains, Payroll, Budgets
Education
Northern Illinois University
Bachelor of Sciences, Accounting
Northern Illinois University, DeKalb, IL
Bachelor Sciences, Accounting and Finance
Rose Hutten Reeves's The Northern Trust Company Experience July 2008 - March 2015
Job Second Vice President ETD Custody NA at The Northern Trust Company
Industry Banking
Experience
Northern Trust Corporation March 2015 - Present
The Northern Trust Company July 2008 - March 2015
The Northern Trust Company September 1999 - July 2008
E.D. &F. Man International January 1998 - September 1999
Education
Marquette University 1988 — 1992
Bachelor Of Arts, Communications
Northern Trust Corporation March 2015 - Present
The Northern Trust Company July 2008 - March 2015
The Northern Trust Company September 1999 - July 2008
E.D. &F. Man International January 1998 - September 1999
Education
Marquette University 1988 — 1992
Bachelor Of Arts, Communications
Brian Beitz's The Northern Trust Company Experience July 1989 - November 2005
Job Administrative Vice President/Group Manager at M&T Bank
Industry Banking
Experience
M&T Bank November 2005 - Present
The Northern Trust Company July 1989 - November 2005
Skills
Commercial Banking and..., Credit, Credit Analysis, Commercial Lending, Commercial Banking, Financial Services, Small Business Lending, Financial Analysis, Risk Management, Loans, Banking, Consumer Lending, Portfolio Management, Retail Banking, Relationship Management
Education
Northwestern University - Kellogg School of Management 1992 — 1995
Masters of Management, Concentration in Finance and Corporate Strategy
University of Michigan Business School 1985 — 1989
Bachelor of Business Administration (BBA), Finance, General
M&T Bank November 2005 - Present
The Northern Trust Company July 1989 - November 2005
Skills
Commercial Banking and..., Credit, Credit Analysis, Commercial Lending, Commercial Banking, Financial Services, Small Business Lending, Financial Analysis, Risk Management, Loans, Banking, Consumer Lending, Portfolio Management, Retail Banking, Relationship Management
Education
Northwestern University - Kellogg School of Management 1992 — 1995
Masters of Management, Concentration in Finance and Corporate Strategy
University of Michigan Business School 1985 — 1989
Bachelor of Business Administration (BBA), Finance, General
Tina Peng's The Northern Trust Company Experience 2001 - 2002
Job Sr. SQAE at AbbVie
Industry Pharmaceuticals
Experience
AbbVie (Abbott/AbbVie) June 2003 - Present
Abbott Laboratories April 2002 - June 2003
The Northern Trust Company 2001 - 2002
Skills
Quality Assurance, SDLC, FDA, Validation, Quality System, Pharmaceutical Industry, CAPA, Computer System..., Change Control, 21 CFR Part 11, Process Improvement, Software Documentation, Business Analysis, Requirements Analysis
Education
Loyola University of Chicago 1995 — 1996
Master of Science (MS), Computer Science
AbbVie (Abbott/AbbVie) June 2003 - Present
Abbott Laboratories April 2002 - June 2003
The Northern Trust Company 2001 - 2002
Skills
Quality Assurance, SDLC, FDA, Validation, Quality System, Pharmaceutical Industry, CAPA, Computer System..., Change Control, 21 CFR Part 11, Process Improvement, Software Documentation, Business Analysis, Requirements Analysis
Education
Loyola University of Chicago 1995 — 1996
Master of Science (MS), Computer Science
Bob Stegmann's The Northern Trust Company Experience 1991 - 1995
Job Senior Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo February 2012 - Present
Tatum June 2006 - February 2012
Bearing Point 2000 - 2006
KPMG LLP 1995 - 2000
The Northern Trust Company 1991 - 1995
The Northern Trust Company 1989 - 1991
The Northern Trust Company 1985 - 1989
The Northern Trust Company 1981 - 1985
First National Bank St. Louis 1976 - 1981
Skills
Private Equity, Mergers, Valuation, Business Valuation, Joint Ventures
Education
University of Pennsylvania - The Wharton School 1972 — 1976
BS, Finance
Northwestern University - Kellogg School of Management
MBA, Finance, Marketing, Accounting
Wells Fargo February 2012 - Present
Tatum June 2006 - February 2012
Bearing Point 2000 - 2006
KPMG LLP 1995 - 2000
The Northern Trust Company 1991 - 1995
The Northern Trust Company 1989 - 1991
The Northern Trust Company 1985 - 1989
The Northern Trust Company 1981 - 1985
First National Bank St. Louis 1976 - 1981
Skills
Private Equity, Mergers, Valuation, Business Valuation, Joint Ventures
Education
University of Pennsylvania - The Wharton School 1972 — 1976
BS, Finance
Northwestern University - Kellogg School of Management
MBA, Finance, Marketing, Accounting
Ashley Knott's The Northern Trust Company Experience October 2009 - February 2010
Job Technical Writer & Process Designer
Industry Writing and Editing
Experience
The Pampered Chef December 2010 - Present
Nediso.com March 2010 - December 2010
Insight Global October 2009 - February 2010
The Northern Trust Company October 2009 - February 2010
Empire Today April 2007 - February 2009
Thirty Three Temporaries October 2006 - March 2007
Lycée Alphonse Daudet October 2005 - April 2006
Skills
Technical Writing, Software Documentation, Visio, Adobe Acrobat, Editing, Microsoft Office, Newsletters, Proofreading, Process Flow..., Manuals, Leadership, Management, Research, Microsoft Word, Analysis, Blogging, PowerPoint, JIRA, Confluence, Business Workflows, Workflow Diagrams, Training
Education
Northwestern State University 2001 — 2005
Bachelor's
The Pampered Chef December 2010 - Present
Nediso.com March 2010 - December 2010
Insight Global October 2009 - February 2010
The Northern Trust Company October 2009 - February 2010
Empire Today April 2007 - February 2009
Thirty Three Temporaries October 2006 - March 2007
Lycée Alphonse Daudet October 2005 - April 2006
Skills
Technical Writing, Software Documentation, Visio, Adobe Acrobat, Editing, Microsoft Office, Newsletters, Proofreading, Process Flow..., Manuals, Leadership, Management, Research, Microsoft Word, Analysis, Blogging, PowerPoint, JIRA, Confluence, Business Workflows, Workflow Diagrams, Training
Education
Northwestern State University 2001 — 2005
Bachelor's
Dianne Veino-Stukel's The Northern Trust Company Experience January 2006 - November 2009
Job Senior Vice President, Global Fund Services, Northern Trust
Industry Banking
Experience
Northern Trust Senior Vice President, Division Manager, Large Corporate GroupNorthern TrustNovember 2009 - March 2011
The Northern Trust Company January 2006 - November 2009
Education
Miami University
B.A., International Studies
Northern Trust Senior Vice President, Division Manager, Large Corporate GroupNorthern TrustNovember 2009 - March 2011
The Northern Trust Company January 2006 - November 2009
Education
Miami University
B.A., International Studies
Paul Theiss's The Northern Trust Company Experience October 1999 - Present
Job Senior Vice President at The Northern Trust Company
Industry Banking
Experience
The Northern Trust Company October 1999 - Present
First American Bank 1990 - 1999
Lake View Bank 1982 - 1989
Lake View Bank 1982 - 1989
Lake View Bank 1982 - 1989
Skills
Private Banking, Credit, Portfolio Management, Credit Analysis, Commercial Lending, Wealth Management, Banking, Loans
Education
Loyola University Chicago 1983 — 1989
B.B.A, Finance
The Northern Trust Company October 1999 - Present
First American Bank 1990 - 1999
Lake View Bank 1982 - 1989
Lake View Bank 1982 - 1989
Lake View Bank 1982 - 1989
Skills
Private Banking, Credit, Portfolio Management, Credit Analysis, Commercial Lending, Wealth Management, Banking, Loans
Education
Loyola University Chicago 1983 — 1989
B.B.A, Finance
Kelly Gibbel's The Northern Trust Company Experience June 1977 - November 1998
Job Vice President at BPG Properties, Ltd.
Industry Real Estate
Experience
BPG Properties, Ltd. July 2006 - Present
CarrAmerica 1998 - 2006
The Northern Trust Company June 1977 - November 1998
Skills
Real Estate Development, Real Estate, Corporate Real Estate, Real Estate Transactions, Leases, Real Estate Economics, Property Management, Disposition, Investment Properties, Commercial Real Estate, Location Intelligence, Asset Managment, Due Diligence, Apartments, Lease Administration, Tenant, Real Estate Financing, Brokerage, Landlord, Contract Negotiation, Lease Negotiations
Education
Marquette University 1973 — 1977
Business, Marketing, Management
BPG Properties, Ltd. July 2006 - Present
CarrAmerica 1998 - 2006
The Northern Trust Company June 1977 - November 1998
Skills
Real Estate Development, Real Estate, Corporate Real Estate, Real Estate Transactions, Leases, Real Estate Economics, Property Management, Disposition, Investment Properties, Commercial Real Estate, Location Intelligence, Asset Managment, Due Diligence, Apartments, Lease Administration, Tenant, Real Estate Financing, Brokerage, Landlord, Contract Negotiation, Lease Negotiations
Education
Marquette University 1973 — 1977
Business, Marketing, Management
Emily Gessner's The Northern Trust Company Experience September 2009 - November 2011
Job Senior Financial Analyst at Delphi
Industry Investment Banking
Experience
Delphi April 2015 - Present
G2 Capital Advisors June 2014 - April 2015
Delphi November 2011 - July 2014
The Northern Trust Company September 2009 - November 2011
BMO Capital Markets February 2004 - September 2009
Education
University of Chicago 2008 — 2011
MBA, Finance
Northwestern University 1999 — 2003
Bachelor of Arts (BA), Economics
Delphi April 2015 - Present
G2 Capital Advisors June 2014 - April 2015
Delphi November 2011 - July 2014
The Northern Trust Company September 2009 - November 2011
BMO Capital Markets February 2004 - September 2009
Education
University of Chicago 2008 — 2011
MBA, Finance
Northwestern University 1999 — 2003
Bachelor of Arts (BA), Economics
Stella Bantug's The Northern Trust Company Experience January 2010 - Present
Job Senior Consultant at The Northern Trust Company
Industry Health, Wellness and Fitness
Experience
The Northern Trust Company January 2010 - Present
Multiple Event Planning Companies 2005 - Present
Advocate Illinois Masonic Medical Center November 2009 - August 2011
JM Consulting December 2008 - November 2009
International SOS July 2007 - November 2008
CNA Financial Corp March 2005 - May 2006
Advocate Charitable Foundation July 2002 - March 2005
Alden Lakeland Rehabilitation & Healthcare Center November 1999 - July 2002
Skills
Leadership, Strategy, Project Management, Business Analysis, Management, Analysis, Cross-functional Team..., Marketing, Event Planning, Change Management, Process Improvement, Strategic Planning, Microsoft Office, Project Planning, Nonprofits
Education
University of Mannheim 2007 — 2008
European MBA
Loyola University Chicago 1999 — 2002
Bachelor's in Business Administration
University of the Philippines 1997 — 1999
Business Economics
University of Warwick - Warwick Business School
The Northern Trust Company January 2010 - Present
Multiple Event Planning Companies 2005 - Present
Advocate Illinois Masonic Medical Center November 2009 - August 2011
JM Consulting December 2008 - November 2009
International SOS July 2007 - November 2008
CNA Financial Corp March 2005 - May 2006
Advocate Charitable Foundation July 2002 - March 2005
Alden Lakeland Rehabilitation & Healthcare Center November 1999 - July 2002
Skills
Leadership, Strategy, Project Management, Business Analysis, Management, Analysis, Cross-functional Team..., Marketing, Event Planning, Change Management, Process Improvement, Strategic Planning, Microsoft Office, Project Planning, Nonprofits
Education
University of Mannheim 2007 — 2008
European MBA
Loyola University Chicago 1999 — 2002
Bachelor's in Business Administration
University of the Philippines 1997 — 1999
Business Economics
University of Warwick - Warwick Business School
Lisa Lundgren's The Northern Trust Company Experience August 2008 - Present
Job Director of Marketing, The Wealth Management Group at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company August 2008 - Present
BMO Harris Private Banking June 2007 - August 2008
The Northern Trust Company January 1998 - February 2006
American National Bank & Trust Co of Chicago 1991 - 1998
Education
Miami University 1986 — 1990
BS, Organizational Behavior with a focus in International Business and Union Negotiations
The Northern Trust Company August 2008 - Present
BMO Harris Private Banking June 2007 - August 2008
The Northern Trust Company January 1998 - February 2006
American National Bank & Trust Co of Chicago 1991 - 1998
Education
Miami University 1986 — 1990
BS, Organizational Behavior with a focus in International Business and Union Negotiations
Zach Wachs's The Northern Trust Company Experience July 2006 - February 2007
Job Chief Operating Officer at Dickason Law Group
Industry Real Estate
Experience
Big Peach Property Management January 2014 - Present
Dickason Law Group June 2012 - Present
Pabeoc LLC August 2010 - December 2014
Bank of America April 2007 - March 2011
BBYO January 2008 - August 2010
The Northern Trust Company July 2006 - February 2007
National Interstate Insurance Company October 2005 - July 2006
Skills
Operational Efficiency, Business Networking, Strategic Partnerships
Education
Ohio University 2001 — 2005
Bachelor, Business Administration; Finance and Pre Law
Big Peach Property Management January 2014 - Present
Dickason Law Group June 2012 - Present
Pabeoc LLC August 2010 - December 2014
Bank of America April 2007 - March 2011
BBYO January 2008 - August 2010
The Northern Trust Company July 2006 - February 2007
National Interstate Insurance Company October 2005 - July 2006
Skills
Operational Efficiency, Business Networking, Strategic Partnerships
Education
Ohio University 2001 — 2005
Bachelor, Business Administration; Finance and Pre Law
Connie Magnuson's The Northern Trust Company Experience July 1974 - April 2002
Job President at Woman's Athletic Club
Industry Financial Services
Experience
Woman's Athletic Club May 2014 - Present
Greenwich Associates September 2006 - April 2010
The Northern Trust Company July 1974 - April 2002
Skills
Market Research, Research, Investments, Public Speaking, Asset Management, Strategic Planning, Fundraising, Nonprofits, Leadership, Portfolio Management, Microsoft Office, Social Media, Marketing Communications, Strategy, Event Planning, Marketing, Editing, Project Management, Marketing Strategy, Customer Service, Blogging, Entrepreneurship, Press Releases, Social Networking
Education
Northwestern University - Kellogg School of Management 1974 — 1978
MBA
Northwestern University 1970 — 1974
B.A., History, English
Woman's Athletic Club May 2014 - Present
Greenwich Associates September 2006 - April 2010
The Northern Trust Company July 1974 - April 2002
Skills
Market Research, Research, Investments, Public Speaking, Asset Management, Strategic Planning, Fundraising, Nonprofits, Leadership, Portfolio Management, Microsoft Office, Social Media, Marketing Communications, Strategy, Event Planning, Marketing, Editing, Project Management, Marketing Strategy, Customer Service, Blogging, Entrepreneurship, Press Releases, Social Networking
Education
Northwestern University - Kellogg School of Management 1974 — 1978
MBA
Northwestern University 1970 — 1974
B.A., History, English
Karen McNeely's The Northern Trust Company Experience February 2010 - Present
Job Electronic Banking
Industry Financial Services
Experience
The Northern Trust Company February 2010 - Present
First Data Corporation August 2005 - April 2009
Cash Station/First Data Corporation July 1998 - August 2005
Cash Station July 1995 - July 1998
First Chicago Bank July 1990 - July 1995
First Chicago Bank July 1978 - July 1990
Skills
Payments, Credit Cards, Payment Card Processing
Education
Lewis University 1976 — 1977
General Studies
The Northern Trust Company February 2010 - Present
First Data Corporation August 2005 - April 2009
Cash Station/First Data Corporation July 1998 - August 2005
Cash Station July 1995 - July 1998
First Chicago Bank July 1990 - July 1995
First Chicago Bank July 1978 - July 1990
Skills
Payments, Credit Cards, Payment Card Processing
Education
Lewis University 1976 — 1977
General Studies
Carol Ransom's The Northern Trust Company Experience 1982 - 1988
Job Senior Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust January 2001 - Present
Administrative Management Group 1996 - 2000
Bank One, Chicago, NA 1993 - 1995
First Chicago Trust Company of Illinois 1992 - 1993
AT&T 1989 - 1991
A.B. Dick Company 1988 - 1989
The Northern Trust Company 1982 - 1988
Education
Miami University 1978 — 1982
B.S. Business Administration, Finance
Jefferson High School, Lafayette, IN 1975 — 1978
Northern Trust January 2001 - Present
Administrative Management Group 1996 - 2000
Bank One, Chicago, NA 1993 - 1995
First Chicago Trust Company of Illinois 1992 - 1993
AT&T 1989 - 1991
A.B. Dick Company 1988 - 1989
The Northern Trust Company 1982 - 1988
Education
Miami University 1978 — 1982
B.S. Business Administration, Finance
Jefferson High School, Lafayette, IN 1975 — 1978
Katherine Weinstock's The Northern Trust Company Experience 1989 - 1991
Job Attorney
Industry Legal Services
Experience
Brach Eichler L.L.C. 1996 - 1999
Stryker, Tams & Dill 1994 - 1996
The Northern Trust Company 1989 - 1991
Education
New York University School of Law 1993 — 1994
Visiting third year law student, Juris Doctor conferred 1994 by Washington & Lee University.
Washington and Lee University School of Law 1991 — 1994
Doctor of Law (J.D.)
Smith College 1985 — 1989
B.A., American Studies
Brach Eichler L.L.C. 1996 - 1999
Stryker, Tams & Dill 1994 - 1996
The Northern Trust Company 1989 - 1991
Education
New York University School of Law 1993 — 1994
Visiting third year law student, Juris Doctor conferred 1994 by Washington & Lee University.
Washington and Lee University School of Law 1991 — 1994
Doctor of Law (J.D.)
Smith College 1985 — 1989
B.A., American Studies
Carol Zatorski's The Northern Trust Company Experience July 1981 - Present
Job Senior Vice President and Division Manager at The Northern Trust Company
Industry Banking
Experience
The Northern Trust Company July 1981 - Present
Skills
Investments, Capital Markets, Portfolio Management, Wealth Management, Asset Allocation, Public Speaking, Asset Management, Mutual Funds, Banking, Fixed Income
Education
Georgetown University, School of Foreign Service
Bachelor of Science, Economics
London School of Economics and Political Science
Northwestern University - Kellogg School of Management
MBA, Finance
The Northern Trust Company July 1981 - Present
Skills
Investments, Capital Markets, Portfolio Management, Wealth Management, Asset Allocation, Public Speaking, Asset Management, Mutual Funds, Banking, Fixed Income
Education
Georgetown University, School of Foreign Service
Bachelor of Science, Economics
London School of Economics and Political Science
Northwestern University - Kellogg School of Management
MBA, Finance
Mr. Clyde Johnson's The Northern Trust Company Experience June 2010 - April 2013
Job Team Lead at BBVA Compass NMLS ID #1077433
Industry Banking
Experience
BBVA Compass May 2013 - May 2014
The Northern Trust Company June 2010 - April 2013
Various Contractors and Temporary Services 2006 - 2009
Wells Fargo Home Mortgage 2004 - 2006
Wells Fargo Home Mortgage 2001 - 2004
Wells Fargo Home Mortgage 2000 - 2001
Wells Fargo Home Mortgage 1999 - 2000
JP Morgan Chase (FKA: Bank One) 1998 - 1999
Northern Trust Bank, N.A. 1994 - 1998
Skills
Retail Banking, Credit, Loans, Credit Analysis, Mortgage Lending, Consumer Lending, Small Business Lending, Portfolio Management, Cross Selling, Banking, Customer Service, Customer Support, Compliance Regulations, Home Improvement, Residential Mortgages, Mortgage Underwriting, Leadership, Mortgage Banking, Sales, Call Centers
Education
Maricopa Skill Center 1985 — 1987
Data Entry Certification, Data Entry
Central High School, U.S.V.I. 1973 — 1976
High School Diploma, High School Diploma
BBVA Compass May 2013 - May 2014
The Northern Trust Company June 2010 - April 2013
Various Contractors and Temporary Services 2006 - 2009
Wells Fargo Home Mortgage 2004 - 2006
Wells Fargo Home Mortgage 2001 - 2004
Wells Fargo Home Mortgage 2000 - 2001
Wells Fargo Home Mortgage 1999 - 2000
JP Morgan Chase (FKA: Bank One) 1998 - 1999
Northern Trust Bank, N.A. 1994 - 1998
Skills
Retail Banking, Credit, Loans, Credit Analysis, Mortgage Lending, Consumer Lending, Small Business Lending, Portfolio Management, Cross Selling, Banking, Customer Service, Customer Support, Compliance Regulations, Home Improvement, Residential Mortgages, Mortgage Underwriting, Leadership, Mortgage Banking, Sales, Call Centers
Education
Maricopa Skill Center 1985 — 1987
Data Entry Certification, Data Entry
Central High School, U.S.V.I. 1973 — 1976
High School Diploma, High School Diploma
Bernadette A. Breckinridge's The Northern Trust Company Experience July 2007 - Present
Job Officer, Associate Real Estate Asset Manager at The Northern Trust Company
Industry Real Estate
Experience
The Northern Trust Company July 2007 - Present
US Trust Company April 2000 - July 2007
Wells Fargo March 1989 - April 2000
Skills
Property Management, Real Estate, Investments, Loans, Financial Analysis, Asset Management, Due Diligence, Asset Managment, Valuation, Real Estate Transactions, Investment Properties, Real Estate Economics, Mortgage Lending, Credit Analysis, Credit, Banking, Real Estate Financing, Management, Equities, Wealth Management, Mutual Funds, Finance
Education
Unversity of Souhern California 1980 — 1981
Business Administration and Management, General
Pasadena City College 1978 — 1980
Business
The Northern Trust Company July 2007 - Present
US Trust Company April 2000 - July 2007
Wells Fargo March 1989 - April 2000
Skills
Property Management, Real Estate, Investments, Loans, Financial Analysis, Asset Management, Due Diligence, Asset Managment, Valuation, Real Estate Transactions, Investment Properties, Real Estate Economics, Mortgage Lending, Credit Analysis, Credit, Banking, Real Estate Financing, Management, Equities, Wealth Management, Mutual Funds, Finance
Education
Unversity of Souhern California 1980 — 1981
Business Administration and Management, General
Pasadena City College 1978 — 1980
Business
Alicia Shubrook's The Northern Trust Company Experience December 2005 - December 2006
Job Global Pricing Analyst at Molex
Industry Financial Services
Experience
Molex July 2012 - Present
Northern Trust Company December 2007 - June 2012
Northern Trust Company December 2006 - December 2007
The Northern Trust Company December 2005 - December 2006
Skills
Hedge Funds, Bloomberg, Fund Accounting, Financial Reporting, Financial Modeling, Forecasting, Variance Analysis, Trend Analysis, SAP BW, SAP, Account Reconciliation, Series 7, Equities, Valuation, Portfolio Management, Banking, Auditing, Mutual Funds, Financial Statements, Strategic Financial..., Process Improvement, Business Objects, Securities, Data Analysis, Finance, Financial Analysis
Education
Northern Illinois University 2003 — 2005
Bachelor of Science, Finance
Molex July 2012 - Present
Northern Trust Company December 2007 - June 2012
Northern Trust Company December 2006 - December 2007
The Northern Trust Company December 2005 - December 2006
Skills
Hedge Funds, Bloomberg, Fund Accounting, Financial Reporting, Financial Modeling, Forecasting, Variance Analysis, Trend Analysis, SAP BW, SAP, Account Reconciliation, Series 7, Equities, Valuation, Portfolio Management, Banking, Auditing, Mutual Funds, Financial Statements, Strategic Financial..., Process Improvement, Business Objects, Securities, Data Analysis, Finance, Financial Analysis
Education
Northern Illinois University 2003 — 2005
Bachelor of Science, Finance
Dan Fiala's The Northern Trust Company Experience March 2001 - June 2002
Job IT / Database Consultant
Industry Information Technology and Services
Experience
Quad/Graphics September 2013 - September 2015
Unity Health Insurance June 2010 - August 2013
Milsco Manufacturing April 2010 - May 2010
Schneider Electric January 2010 - March 2010
FedEx Services November 2007 - December 2009
Schneider Electric April 2007 - November 2007
Grand Pointe Homes August 2006 - April 2007
Square D Company August 2002 - July 2006
The Northern Trust Company March 2001 - June 2002
Square D Company June 1998 - February 2001
Skills
Database Design, Databases, Unix, Data Modeling, PL/SQL, Data Warehousing, Microsoft SQL Server, Oracle, SQL, Database Consulting, Data Warehouse..., Data Architecture, Database Administration, Performance Tuning, System Architecture, Oracle DBA, Sybase DBA, Software Configuration..., Technical Leadership, T-SQL, C++, Linux, Windows, Solaris, Database Architect, Project Management, Database Development, Change Management, ETL, Shell Scripting, Disaster Recovery, Data Migration, Integration, AIX, Informatica, Software Development, SQL Tuning, Testing, RMAN, XML, High Availability, Business Analysis, Sybase, Stored Procedures, Architecture, Software Design, System Administration, SSIS, Relational Databases
Education
Morton College 1983 — 1986
Associate in Applied Science, Electronic Technology / Data Processing
Quad/Graphics September 2013 - September 2015
Unity Health Insurance June 2010 - August 2013
Milsco Manufacturing April 2010 - May 2010
Schneider Electric January 2010 - March 2010
FedEx Services November 2007 - December 2009
Schneider Electric April 2007 - November 2007
Grand Pointe Homes August 2006 - April 2007
Square D Company August 2002 - July 2006
The Northern Trust Company March 2001 - June 2002
Square D Company June 1998 - February 2001
Skills
Database Design, Databases, Unix, Data Modeling, PL/SQL, Data Warehousing, Microsoft SQL Server, Oracle, SQL, Database Consulting, Data Warehouse..., Data Architecture, Database Administration, Performance Tuning, System Architecture, Oracle DBA, Sybase DBA, Software Configuration..., Technical Leadership, T-SQL, C++, Linux, Windows, Solaris, Database Architect, Project Management, Database Development, Change Management, ETL, Shell Scripting, Disaster Recovery, Data Migration, Integration, AIX, Informatica, Software Development, SQL Tuning, Testing, RMAN, XML, High Availability, Business Analysis, Sybase, Stored Procedures, Architecture, Software Design, System Administration, SSIS, Relational Databases
Education
Morton College 1983 — 1986
Associate in Applied Science, Electronic Technology / Data Processing
Edward Duerr's The Northern Trust Company Experience August 2010 - July 2013
Job Team Lead Domestic Audit
Industry Banking
Experience
Northern July 2013 - Present
The Northern Trust Company August 2010 - July 2013
The Northern Trust Co. May 2008 - August 2010
The Northern Trust Company May 2003 - May 2008
Education
Northern Illinois University
Northern July 2013 - Present
The Northern Trust Company August 2010 - July 2013
The Northern Trust Co. May 2008 - August 2010
The Northern Trust Company May 2003 - May 2008
Education
Northern Illinois University
Holly Schroeder's The Northern Trust Company Experience 2000 - 2001
Job Manager of Performance Reporting at Northwestern University Investment Office
Industry Investment Management
Experience
Northwestern University Investment Office September 2010 - Present
Northwestern University Investment Office July 2001 - September 2010
The Northern Trust Company 2000 - 2001
Skills
Financial Modeling, Data Analysis, Financial Analysis, Bloomberg, Strategy, Equities, Financial Reporting, Hedge Funds, Investments, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Finance, Accounting
Ohio University 1996 — 2000
Bachelor of Arts, French
Ohio University 1996 — 2000
Bachelor of Business Administration, Finance
Northwestern University Investment Office September 2010 - Present
Northwestern University Investment Office July 2001 - September 2010
The Northern Trust Company 2000 - 2001
Skills
Financial Modeling, Data Analysis, Financial Analysis, Bloomberg, Strategy, Equities, Financial Reporting, Hedge Funds, Investments, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Finance, Accounting
Ohio University 1996 — 2000
Bachelor of Arts, French
Ohio University 1996 — 2000
Bachelor of Business Administration, Finance
Frank Judisch's The Northern Trust Company Experience January 1987 - March 2014
Job Managing Director at FiTek, LLC
Industry Financial Services
Experience
Fi-Tek, LLC April 2014 - Present
The Northern Trust Company January 1987 - March 2014
Skills
Wealth Management, Securities, Investments, Mutual Funds, Financial Services, Fixed Income, Equities, Relationship Management, Investment Management, Banking
Education
The University of Chicago Booth School of Business 1991 — 1994
MBA, Marketing
University of Iowa 1981 — 1986
BA, Economics, German
Middlebury College 1980 — 1981
German
Fi-Tek, LLC April 2014 - Present
The Northern Trust Company January 1987 - March 2014
Skills
Wealth Management, Securities, Investments, Mutual Funds, Financial Services, Fixed Income, Equities, Relationship Management, Investment Management, Banking
Education
The University of Chicago Booth School of Business 1991 — 1994
MBA, Marketing
University of Iowa 1981 — 1986
BA, Economics, German
Middlebury College 1980 — 1981
German
Joseph Brickman's The Northern Trust Company Experience November 2011 - December 2013
Job Managing Director, Senior Vice President at PNC
Industry Financial Services
Experience
PNC December 2013 - Present
The Northern Trust Company November 2011 - December 2013
Morningstar, Inc. May 2004 - November 2011
RBP Capital Management, LLC February 2002 - May 2004
Legg Mason January 2000 - February 2002
Raymond James Financial Inc. September 1995 - January 2000
Skills
Investments, Alternative Investments, Hedge Funds, Asset Allocation, Investment Advisory, Investment Management, Private Equity, Investment Strategies, Financial Advisory, Financial Services, Asset Management, Wealth Management, Mutual Funds, Equities
Education
Lynchburg College 1990 — 1994
BA, Economics
Lake Forest High School 1986 — 1990
PNC December 2013 - Present
The Northern Trust Company November 2011 - December 2013
Morningstar, Inc. May 2004 - November 2011
RBP Capital Management, LLC February 2002 - May 2004
Legg Mason January 2000 - February 2002
Raymond James Financial Inc. September 1995 - January 2000
Skills
Investments, Alternative Investments, Hedge Funds, Asset Allocation, Investment Advisory, Investment Management, Private Equity, Investment Strategies, Financial Advisory, Financial Services, Asset Management, Wealth Management, Mutual Funds, Equities
Education
Lynchburg College 1990 — 1994
BA, Economics
Lake Forest High School 1986 — 1990
Jacqueline Connor's The Northern Trust Company Experience May 2006 - March 2011
Job Second Vice President Senior Fiduciary Trust Administrator, The Northern Trust Company
Industry Investment Management
Experience
The Northern Trust Company - Wealth Management Group March 2011 - Present
The Northern Trust Company May 2006 - March 2011
The Northern Trust Company September 2004 - May 2006
University of Iowa Hospitals - Business Office May 2002 - May 2004
Skills
Investments, Leadership, Fixed Income, Wealth Management, Finance, Financial Services, Financial Planning, Mutual Funds, Equities
Education
Northwestern University 2014 — 2016
Certified Financial Planning
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
BBA, Finance
The Northern Trust Company - Wealth Management Group March 2011 - Present
The Northern Trust Company May 2006 - March 2011
The Northern Trust Company September 2004 - May 2006
University of Iowa Hospitals - Business Office May 2002 - May 2004
Skills
Investments, Leadership, Fixed Income, Wealth Management, Finance, Financial Services, Financial Planning, Mutual Funds, Equities
Education
Northwestern University 2014 — 2016
Certified Financial Planning
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
BBA, Finance
James Christenson's The Northern Trust Company Experience October 2005 - August 2010
Job Senior Consultant at Navigant
Industry Information Services
Experience
Navigant August 2014 - Present
Berkeley Research Group LLC August 2012 - August 2014
The Northern Trust Company October 2005 - August 2010
Skills
Data Analysis, Financial Modeling, Valuation, Management Consulting, Financial Analysis, Economics, Strategy, Due Diligence, Analytics, Market Research, Business Development, Analysis, Business Strategy, SAS, Business Analysis, Corporate Finance, Business Process..., Project Management, Process Improvement, Program Management, Competitive Analysis
Education
The College of William and Mary - The Mason School of Business 2010 — 2012
Marquette University 2001 — 2005
Bachelor's degree, Economics
London School of Economics and Political Science 2003 — 2004
Economics
East Grand Rapids High School
Navigant August 2014 - Present
Berkeley Research Group LLC August 2012 - August 2014
The Northern Trust Company October 2005 - August 2010
Skills
Data Analysis, Financial Modeling, Valuation, Management Consulting, Financial Analysis, Economics, Strategy, Due Diligence, Analytics, Market Research, Business Development, Analysis, Business Strategy, SAS, Business Analysis, Corporate Finance, Business Process..., Project Management, Process Improvement, Program Management, Competitive Analysis
Education
The College of William and Mary - The Mason School of Business 2010 — 2012
Marquette University 2001 — 2005
Bachelor's degree, Economics
London School of Economics and Political Science 2003 — 2004
Economics
East Grand Rapids High School
Christina Ayala's The Northern Trust Company Experience November 2000 - July 2004
Job Legal Assistant at Law Office of Thomas G. King
Industry Legal Services
Experience
The Children's Advocacy Center of North & Northwest Cook County April 2013 - Present
Law Office of Thomas G. King April 2006 - April 2013
The Northern Trust Company November 2000 - July 2004
Skills
Administrative..., Outlook, Legal Research, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Data Entry, Legal Documents, Filing, Lotus Notes, Community Outreach, Office Management, Notary Public
Education
Loyola University Chicago 2005 — 2011
MSW, Social Work
The Children's Advocacy Center of North & Northwest Cook County April 2013 - Present
Law Office of Thomas G. King April 2006 - April 2013
The Northern Trust Company November 2000 - July 2004
Skills
Administrative..., Outlook, Legal Research, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Data Entry, Legal Documents, Filing, Lotus Notes, Community Outreach, Office Management, Notary Public
Education
Loyola University Chicago 2005 — 2011
MSW, Social Work
Lynn Hann-Ayyavoo's The Northern Trust Company Experience July 2015 - Present
Job
Industry Financial Services
Experience
The Northern Trust Company July 2015 - Present
CIBC June 2008 - August 2014
Mackie Research Capital November 2006 - September 2007
IPC Securities Corp 2005 - 2007
TD Waterhouse 1998 - 2003
Education
Memorial University of Newfoundland
BA, Political Science
The Northern Trust Company July 2015 - Present
CIBC June 2008 - August 2014
Mackie Research Capital November 2006 - September 2007
IPC Securities Corp 2005 - 2007
TD Waterhouse 1998 - 2003
Education
Memorial University of Newfoundland
BA, Political Science
Jack Wiaduck's The Northern Trust Company Experience 1964 - 2004
Job Business Consultant at GASLIGHT REALTY
Industry Real Estate
Experience
GASLIGHT REALTY January 2006 - Present
Village of Riverside {IL} 2001 - 2009
The Northern Trust Company 1964 - 2004
Skills
Investments, Asset Managment, Portfolio Management, Investment Management, Wealth Management, Alternative Investments, Asset Management, Financial Analysis, Fixed Income, Asset Allocation, Securities, Investment Strategies, Investment Advisory, Equities, Strategic Financial..., Capital Markets, Financial Services, Due Diligence, Series 7, Series 63, Risk Management, Finance
Education
Loyola University of Chicago 1960 — 1964
BBA, Finance
Southern Methodist University 1975 — 1977
Southwestern Graduate School of Banking
Fenwick High School 1956 — 1960
GASLIGHT REALTY January 2006 - Present
Village of Riverside {IL} 2001 - 2009
The Northern Trust Company 1964 - 2004
Skills
Investments, Asset Managment, Portfolio Management, Investment Management, Wealth Management, Alternative Investments, Asset Management, Financial Analysis, Fixed Income, Asset Allocation, Securities, Investment Strategies, Investment Advisory, Equities, Strategic Financial..., Capital Markets, Financial Services, Due Diligence, Series 7, Series 63, Risk Management, Finance
Education
Loyola University of Chicago 1960 — 1964
BBA, Finance
Southern Methodist University 1975 — 1977
Southwestern Graduate School of Banking
Fenwick High School 1956 — 1960
Lisa Michet's The Northern Trust Company Experience October 2000 - Present
Job
Industry Banking
Experience
The Northern Trust Company October 2000 - Present
Education
The John Marshall Law School 1989 — 1992
Doctor of Law (J.D.)
Kenyon College 1981 — 1985
Bachelor's degree, History
The Northern Trust Company October 2000 - Present
Education
The John Marshall Law School 1989 — 1992
Doctor of Law (J.D.)
Kenyon College 1981 — 1985
Bachelor's degree, History
Kimberly Carpenter-Tam's The Northern Trust Company Experience April 2010 - October 2011
Job Health Benefits Consultant at PDRMA
Industry Human Resources
Experience
PDRMA October 2011 - August 2012
The Northern Trust Company April 2010 - October 2011
The Northern Trust Company May 2008 - April 2010
Skills
Recruiting, Human Resources, Performance Management, HRIS, HR Policies, HR Consulting, Deferred Compensation, Organizational..., Onboarding, Employee Benefits, Benefits Administration, Screening, Performance Appraisal, I-9 Compliance
Education
New England College 2002 — 2006
Bachelor's degree, Human Resources Management, GPA 3.4
PDRMA October 2011 - August 2012
The Northern Trust Company April 2010 - October 2011
The Northern Trust Company May 2008 - April 2010
Skills
Recruiting, Human Resources, Performance Management, HRIS, HR Policies, HR Consulting, Deferred Compensation, Organizational..., Onboarding, Employee Benefits, Benefits Administration, Screening, Performance Appraisal, I-9 Compliance
Education
New England College 2002 — 2006
Bachelor's degree, Human Resources Management, GPA 3.4
Thomas Hayenga's The Northern Trust Company Experience August 1997 - Present
Job Vice President Information Services at The Northern Trust Company
Industry Computer Hardware
Experience
The Northern Trust Company August 1997 - Present
Woodfield group April 1995 - August 1997
US Navy February 1989 - February 1995
Skills
Information Technology
Education
Northern Illinois University 1982 — 1988
Bachelor of Science (BS), Elementary Education and Teaching
The Northern Trust Company August 1997 - Present
Woodfield group April 1995 - August 1997
US Navy February 1989 - February 1995
Skills
Information Technology
Education
Northern Illinois University 1982 — 1988
Bachelor of Science (BS), Elementary Education and Teaching
Anne Marschik's The Northern Trust Company Experience May 2000 - Present
Job Sr. Vice President at Northern Trust
Industry Financial Services
Experience
The Northern Trust Company May 2000 - Present
Valley Bank of Nevada/Bank of America April 1985 - May 2000
Bank of America January 1981 - March 1985
Education
Loyola Marymount University 1978 — 1980
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Santa Barbara City College 1976 — 1978
Associate's degree, Marketing/Marketing Management, General
The Northern Trust Company May 2000 - Present
Valley Bank of Nevada/Bank of America April 1985 - May 2000
Bank of America January 1981 - March 1985
Education
Loyola Marymount University 1978 — 1980
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Santa Barbara City College 1976 — 1978
Associate's degree, Marketing/Marketing Management, General
Brenda Silverman's The Northern Trust Company Experience July 1998 - Present
Job Personal Trust Associate at The Northern Trust Company
Industry Banking
Experience
The Northern Trust Company July 1998 - Present
Education
Morehead State University
Prestonsburg, Ky
The Northern Trust Company July 1998 - Present
Education
Morehead State University
Prestonsburg, Ky
Robert Wiarda's The Northern Trust Company Experience December 1982 - March 2011
Job Investment Consultant
Industry Investment Management
Experience
Self-employed March 2012 - Present
The Northern Trust Company December 1982 - March 2011
Skills
Portfolio Management, Asset Allocation, Commercial Real Estate, Real Estate Investment...
Education
American Graduate 1976 — 1977
Master of International Management, International Finance
Michigan State University 1971 — 1973
Bachelor of Arts (B.A.), Business and Economics
Self-employed March 2012 - Present
The Northern Trust Company December 1982 - March 2011
Skills
Portfolio Management, Asset Allocation, Commercial Real Estate, Real Estate Investment...
Education
American Graduate 1976 — 1977
Master of International Management, International Finance
Michigan State University 1971 — 1973
Bachelor of Arts (B.A.), Business and Economics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.