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
Jean Opitz, MBA Jean Opitz, MBA's The Northern Trust Company Experience October 1993 - December 2001
Job Director of Development, College of Engineering & Applied Science University of Wisconsin Milwaukee
Industry Higher Education
Experience
Concordia University Wisconsin March 2009 - September 2014
Port Washington Catholic Elementary School August 2005 - March 2009
Hospice and Palliative Care Partners June 2003 - July 2005
Skelton Financial Resources, Inc. January 2003 - July 2005
Magna Medical Systems December 2001 - December 2002
The Northern Trust Company October 1993 - December 2001
Comerica Bank August 1991 - October 1993
JP Morgan Chase (First National Bank of Chicago) June 1983 - August 1991
Skills
Customer Service, Strategic Planning, Public Speaking, Business Development, Direct Sales, Marketing, Travel Planning, Customer Satisfaction, B2B, Negotiation, Customer Retention, Solution Selling, Process Improvement, Workshop Facilitator, Proposal Writing, Managing Expectations, Pipeline Management, Product Development, Middle Market, Lead Generation, Cold Calling, Active Listening, Product Managment, Budget Creation, Leadership, Account Management, Budgets
Education
The University of Chicago
Master of Business Administration (M.B.A.), Booth School - International Marketing and Finance
University of Illinois at Urbana-Champaign
Bachelor of Science, Finance - College of Business
Concordia University Wisconsin March 2009 - September 2014
Port Washington Catholic Elementary School August 2005 - March 2009
Hospice and Palliative Care Partners June 2003 - July 2005
Skelton Financial Resources, Inc. January 2003 - July 2005
Magna Medical Systems December 2001 - December 2002
The Northern Trust Company October 1993 - December 2001
Comerica Bank August 1991 - October 1993
JP Morgan Chase (First National Bank of Chicago) June 1983 - August 1991
Skills
Customer Service, Strategic Planning, Public Speaking, Business Development, Direct Sales, Marketing, Travel Planning, Customer Satisfaction, B2B, Negotiation, Customer Retention, Solution Selling, Process Improvement, Workshop Facilitator, Proposal Writing, Managing Expectations, Pipeline Management, Product Development, Middle Market, Lead Generation, Cold Calling, Active Listening, Product Managment, Budget Creation, Leadership, Account Management, Budgets
Education
The University of Chicago
Master of Business Administration (M.B.A.), Booth School - International Marketing and Finance
University of Illinois at Urbana-Champaign
Bachelor of Science, Finance - College of Business
Jessica Parks Jessica Parks's The Northern Trust Company Experience March 2014 - Present
Job Vice President, Investor Real Estate Group at The Northern Trust Company
Industry Banking
Experience
The Northern Trust Company March 2014 - Present
U.S. Bank November 2010 - March 2014
U.S. Bank October 2009 - October 2010
Park National Bank July 2008 - October 2009
Park National Bank June 2006 - July 2008
Skills
Loans, Underwriting, Commercial Real Estate, Real Estate, Commercial Lending, Credit Analysis, Credit, Commercial Banking, Small Business Lending, Portfolio Management, Banking, Financial Analysis, Commercial Mortgages, Mortgage Lending, Asset Management, Treasury Management, Real Estate Economics, Loan Origination
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2006
Bachelor of Business Administration, Finance
The Northern Trust Company March 2014 - Present
U.S. Bank November 2010 - March 2014
U.S. Bank October 2009 - October 2010
Park National Bank July 2008 - October 2009
Park National Bank June 2006 - July 2008
Skills
Loans, Underwriting, Commercial Real Estate, Real Estate, Commercial Lending, Credit Analysis, Credit, Commercial Banking, Small Business Lending, Portfolio Management, Banking, Financial Analysis, Commercial Mortgages, Mortgage Lending, Asset Management, Treasury Management, Real Estate Economics, Loan Origination
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2006
Bachelor of Business Administration, Finance
Scott J. Drysdale Scott J. Drysdale's The Northern Trust Company Experience October 2013 - July 2015
Job President, Drysdale Financial Services
Industry Investment Management
Experience
Drysdale Financial Services February 2013 - Present
The Northern Trust Company October 2013 - July 2015
Vaughan Nelson Investment Management (Natixis) October 2011 - February 2013
Invesco Ltd. March 2008 - April 2011
Sanders Morris Harris February 2007 - February 2008
Street Paladin, llc October 2005 - February 2007
Columbia Management Group May 1994 - September 2004
First Interstate Bank (Wells Fargo) July 1987 - April 1994
Birr, Wilson & Co July 1985 - July 1987
Boettcher & Co August 1982 - June 1985
Skills
Portfolio Management, Investments, Equities, Investment Management, Equity Research, Valuation, Asset Management, Mutual Funds, Alternative Investments, Fixed Income, Hedge Funds, Series 7, Due Diligence, Investment Strategies, Management, Financial Markets, Financial Services, ETFs, Asset Allocation, Financial Advisory, Leadership, Wealth Management, Strategy, Finance, Institutional..., Hedging, Client Relationship..., Capital Markets, Investment Banking, Investor Relations, Securities, Derivatives, Business, Wealth Management..., Marketing Strategy, Investment Advisory, Private Equity, Bonds, Trading, Strategic Planning, Economics, Financial Risk, Emerging Markets, Financial Modeling, Options
Education
University of Oregon - Charles H. Lundquist College of Business 1979 — 1981
MBA, Finance
Washington State University 1971 — 1975
BA, Hotel & Restaurant Administration
Drysdale Financial Services February 2013 - Present
The Northern Trust Company October 2013 - July 2015
Vaughan Nelson Investment Management (Natixis) October 2011 - February 2013
Invesco Ltd. March 2008 - April 2011
Sanders Morris Harris February 2007 - February 2008
Street Paladin, llc October 2005 - February 2007
Columbia Management Group May 1994 - September 2004
First Interstate Bank (Wells Fargo) July 1987 - April 1994
Birr, Wilson & Co July 1985 - July 1987
Boettcher & Co August 1982 - June 1985
Skills
Portfolio Management, Investments, Equities, Investment Management, Equity Research, Valuation, Asset Management, Mutual Funds, Alternative Investments, Fixed Income, Hedge Funds, Series 7, Due Diligence, Investment Strategies, Management, Financial Markets, Financial Services, ETFs, Asset Allocation, Financial Advisory, Leadership, Wealth Management, Strategy, Finance, Institutional..., Hedging, Client Relationship..., Capital Markets, Investment Banking, Investor Relations, Securities, Derivatives, Business, Wealth Management..., Marketing Strategy, Investment Advisory, Private Equity, Bonds, Trading, Strategic Planning, Economics, Financial Risk, Emerging Markets, Financial Modeling, Options
Education
University of Oregon - Charles H. Lundquist College of Business 1979 — 1981
MBA, Finance
Washington State University 1971 — 1975
BA, Hotel & Restaurant Administration
Michael Grabenhorst Michael Grabenhorst's The Northern Trust Company Experience October 2009 - Present
Job Senior Vice President at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company October 2009 - Present
Skills
Wealth Management, Portfolio Management, Investment Advisory, Asset Management, Investments, Investment Management, Alternative Investments, Mutual Funds, Investment Strategies, Wealth Management..., Securities, Series 7, Fixed Income, Asset Allocation
Education
University of Missouri - St. Louis
Bachelor of Business Administration (BBA), Finance, General, Cum Laude
Saint Dominic High School
The Northern Trust Company October 2009 - Present
Skills
Wealth Management, Portfolio Management, Investment Advisory, Asset Management, Investments, Investment Management, Alternative Investments, Mutual Funds, Investment Strategies, Wealth Management..., Securities, Series 7, Fixed Income, Asset Allocation
Education
University of Missouri - St. Louis
Bachelor of Business Administration (BBA), Finance, General, Cum Laude
Saint Dominic High School
Joan Bickford, CFP, CTFA Joan Bickford, CFP, CTFA's The Northern Trust Company Experience September 2002 - Present
Job Second Vice President at Northern Trust
Industry Financial Services
Experience
The Northern Trust Company September 2002 - Present
A.G. Edwards & Sons, Inc. January 1998 - September 2002
Blunt & Schum 1989 - 1998
Skills
Wealth Management, High Net Worth..., Trusts, Estate Planning, Financial Services, Asset Management, Risk Management, Banking, Investments, Portfolio Management, Private Banking, Securities, Management, Wealth, Mutual Funds, Wealth Management..., Asset Allocation, Retirement Planning, Series 7, Investment Management, Investment Advisory, Trust Services, Equities, Investment Strategies, Series 63, Financial Planners, IRAs, Finance
Education
University of Phoenix 2007 — 2009
Associate of Arts (A.A.), Business Administration and Management, General, 4.0
Florida Graduate Trust school 2004 — 2006
Trust Administration
The Northern Trust Company September 2002 - Present
A.G. Edwards & Sons, Inc. January 1998 - September 2002
Blunt & Schum 1989 - 1998
Skills
Wealth Management, High Net Worth..., Trusts, Estate Planning, Financial Services, Asset Management, Risk Management, Banking, Investments, Portfolio Management, Private Banking, Securities, Management, Wealth, Mutual Funds, Wealth Management..., Asset Allocation, Retirement Planning, Series 7, Investment Management, Investment Advisory, Trust Services, Equities, Investment Strategies, Series 63, Financial Planners, IRAs, Finance
Education
University of Phoenix 2007 — 2009
Associate of Arts (A.A.), Business Administration and Management, General, 4.0
Florida Graduate Trust school 2004 — 2006
Trust Administration
Charlene Brewis Charlene Brewis's The Northern Trust Company Experience September 1981 - Present
Job Treasury Management Consultant at The Northern Trust Company
Industry Banking
Experience
The Northern Trust Company September 1981 - Present
Skills
Portfolio Management, Fixed Income, Financial Services, Capital Markets, Investments, Financial Risk, Relationship Management, Risk Management, Loans, Commercial Lending, Credit, Bonds, Credit Analysis, Wealth Management, Financial Analysis, Asset Management, Banking
Education
University of Michigan 1977 — 1981
Batchelor of Business Administration, Marketing
The Northern Trust Company September 1981 - Present
Skills
Portfolio Management, Fixed Income, Financial Services, Capital Markets, Investments, Financial Risk, Relationship Management, Risk Management, Loans, Commercial Lending, Credit, Bonds, Credit Analysis, Wealth Management, Financial Analysis, Asset Management, Banking
Education
University of Michigan 1977 — 1981
Batchelor of Business Administration, Marketing
Barbara Nelligan Barbara Nelligan's The Northern Trust Company Experience August 2006 - Present
Job Senior Vice President, Northern Trust Global Fund Services
Industry Financial Services
Experience
The Northern Trust Company August 2006 - Present
Northern Trust Global Investments 2000 - 2006
Skills
Mutual Funds, Fund Accounting, Fixed Income, Fund Services, Alternative Investments, Hedge Funds, Global Custody, Securities, Investment Management, Transfer Agency, Fund Of Funds, Middle Office, ETFs
Education
University of Illinois at Urbana-Champaign 1987 — 1991
BA, Liberal Arts/Economics
The Northern Trust Company August 2006 - Present
Northern Trust Global Investments 2000 - 2006
Skills
Mutual Funds, Fund Accounting, Fixed Income, Fund Services, Alternative Investments, Hedge Funds, Global Custody, Securities, Investment Management, Transfer Agency, Fund Of Funds, Middle Office, ETFs
Education
University of Illinois at Urbana-Champaign 1987 — 1991
BA, Liberal Arts/Economics
Jennifer Verbrigghe Jennifer Verbrigghe's The Northern Trust Company Experience September 2011 - Present
Job Trust Advisor at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company September 2011 - Present
Northern Trust 2008 - 2011
Northern Trust 2006 - 2008
Northern Trust 2000 - 2006
Education
University of Michigan 1995 — 1999
Bachelor of Arts (B.A.), Economics
The Northern Trust Company September 2011 - Present
Northern Trust 2008 - 2011
Northern Trust 2006 - 2008
Northern Trust 2000 - 2006
Education
University of Michigan 1995 — 1999
Bachelor of Arts (B.A.), Economics
Maribeth White's The Northern Trust Company Experience June 2007 - April 2012
Job Administrative Director at Cooney & Conway
Industry Law Practice
Experience
Cooney & Conway April 2012 - Present
Cooney & Conway April 2012 - Present
The Northern Trust Company June 2007 - April 2012
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelors, Business Administration/Marketing
Cooney & Conway April 2012 - Present
Cooney & Conway April 2012 - Present
The Northern Trust Company June 2007 - April 2012
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelors, Business Administration/Marketing
Andrea Moody Andrea Moody's The Northern Trust Company Experience 2008 - 2014
Job Senior Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust December 1992 - Present
NBMBAA 1992 - Present
The Northern Trust Company 2008 - 2014
The Northern Trus Company 2007 - 2014
Freddie Mac June 1991 - August 1991
Champion International Corporation January 1988 - June 1990
Skills
Leadership, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Auditing, Banking, Customer Satisfaction, Equities, Financial Analysis, Financial Services, Fixed Income, Investments, Management, Morningstar, Morningstar Direct, New Business Development, Portfolio Management, Process Engineering, Process Improvement, Risk Management, Securities, Strategic Planning, Testing
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1992
MBA, Finance
Howard University 1984 — 1987
BBA, Computer-Based Information Systems
Northern Trust December 1992 - Present
NBMBAA 1992 - Present
The Northern Trust Company 2008 - 2014
The Northern Trus Company 2007 - 2014
Freddie Mac June 1991 - August 1991
Champion International Corporation January 1988 - June 1990
Skills
Leadership, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Auditing, Banking, Customer Satisfaction, Equities, Financial Analysis, Financial Services, Fixed Income, Investments, Management, Morningstar, Morningstar Direct, New Business Development, Portfolio Management, Process Engineering, Process Improvement, Risk Management, Securities, Strategic Planning, Testing
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1992
MBA, Finance
Howard University 1984 — 1987
BBA, Computer-Based Information Systems
Robert Mitchell, CFA, CIMA Robert Mitchell, CFA, CIMA's The Northern Trust Company Experience August 1993 - December 2002
Job Family Wealth Advisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management December 2013 - Present
Northern Trust August 2006 - November 2013
Northern Trust - Global Investments December 2002 - August 2006
The Northern Trust Company August 1993 - December 2002
The Northern Trust Company February 1988 - August 1993
The Chicago Corporation April 1987 - February 1988
Mellon Capital Management March 1984 - April 1987
Standard Oil Compay (Indiana) June 1980 - March 1984
Skills
Equities, Asset Allocation, Portfolio Management, Mutual Funds, Investment Management, Alternative Investments, Asset Management, Investments, Hedge Funds, Investment Strategies, Options, Estate Planning, Wealth Management
Education
University of Illinois at Urbana-Champaign
B.S. Engineering, Computer Science
Lincoln-Way Community High School 1972 — 1975
BNY Mellon Wealth Management December 2013 - Present
Northern Trust August 2006 - November 2013
Northern Trust - Global Investments December 2002 - August 2006
The Northern Trust Company August 1993 - December 2002
The Northern Trust Company February 1988 - August 1993
The Chicago Corporation April 1987 - February 1988
Mellon Capital Management March 1984 - April 1987
Standard Oil Compay (Indiana) June 1980 - March 1984
Skills
Equities, Asset Allocation, Portfolio Management, Mutual Funds, Investment Management, Alternative Investments, Asset Management, Investments, Hedge Funds, Investment Strategies, Options, Estate Planning, Wealth Management
Education
University of Illinois at Urbana-Champaign
B.S. Engineering, Computer Science
Lincoln-Way Community High School 1972 — 1975
Caitlin Kaletsch Caitlin Kaletsch's The Northern Trust Company Experience
Job Account Manager at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company
Skills
Financial Services, Finance, Relationship Management
Education
University of Southern California
Psychology and Business Administration
The Northern Trust Company
Skills
Financial Services, Finance, Relationship Management
Education
University of Southern California
Psychology and Business Administration
Patrick Fernandez Patrick Fernandez's The Northern Trust Company Experience July 2007 - July 2010
Job Vice President at Golub Capital
Industry Venture Capital & Private Equity
Experience
Golub Capital August 2015 - Present
Golub Capital February 2013 - July 2015
Golub Capital August 2011 - February 2013
Golub Capital July 2010 - August 2011
The Northern Trust Company July 2007 - July 2010
Hawkinson Institute of Business Finance 2005 - 2007
GE June 2006 - August 2006
Principal Financial Group June 2005 - August 2005
Skills
Private Equity, Valuation, Financial Modeling, Corporate Finance, Capital Markets, LBO, Due Diligence, Financial Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance
University of Iowa
Golub Capital August 2015 - Present
Golub Capital February 2013 - July 2015
Golub Capital August 2011 - February 2013
Golub Capital July 2010 - August 2011
The Northern Trust Company July 2007 - July 2010
Hawkinson Institute of Business Finance 2005 - 2007
GE June 2006 - August 2006
Principal Financial Group June 2005 - August 2005
Skills
Private Equity, Valuation, Financial Modeling, Corporate Finance, Capital Markets, LBO, Due Diligence, Financial Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance
University of Iowa
Jake Weaver, CFA, CPA's The Northern Trust Company Experience June 1998 - August 2002
Job Head of Tax Advantaged Equity at Northern Trust Global Investments
Industry Investment Management
Experience
Northern Trust Global Investments August 2010 - Present
Northern Trust Global Investments August 2007 - July 2010
Northern Trust Global Investments August 2002 - August 2007
THE NORTHERN TRUST COMPANY June 1998 - August 2002
Skills
Equities, Investments, Portfolio Management, Asset Allocation, Emerging Markets, Investment Management, Investment Strategies, Securities
Education
University of Chicago Booth School of Business
MBA, Finance, Organizational Behavior
University of Illinois at Urbana-Champaign - College of Business
BS, Finance
Northern Trust Global Investments August 2010 - Present
Northern Trust Global Investments August 2007 - July 2010
Northern Trust Global Investments August 2002 - August 2007
THE NORTHERN TRUST COMPANY June 1998 - August 2002
Skills
Equities, Investments, Portfolio Management, Asset Allocation, Emerging Markets, Investment Management, Investment Strategies, Securities
Education
University of Chicago Booth School of Business
MBA, Finance, Organizational Behavior
University of Illinois at Urbana-Champaign - College of Business
BS, Finance
Jared Hall's The Northern Trust Company Experience July 2004 - December 2007
Job Director at Aldine Capital Partners
Industry Financial Services
Experience
Aldine Capital Partners January 2008 - Present
The Northern Trust Company July 2004 - December 2007
American National Bank (Bank One) August 1999 - July 2002
Education
University of Notre Dame - Mendoza College of Business 2002 — 2004
MBA
Wabash College 1995 — 1999
BA
Aldine Capital Partners January 2008 - Present
The Northern Trust Company July 2004 - December 2007
American National Bank (Bank One) August 1999 - July 2002
Education
University of Notre Dame - Mendoza College of Business 2002 — 2004
MBA
Wabash College 1995 — 1999
BA
Robert P. Lawson, CFP®, CPA Robert P. Lawson, CFP®, CPA's The Northern Trust Company Experience June 2015 - Present
Job President & CEO Minnesota, The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company June 2015 - Present
US Bank, The Private Client Reserve November 2008 - June 2015
U.S. Trust June 2005 - October 2008
Boulay Financial Advisors August 2004 - June 2005
Lawson Financial, LLC January 2002 - August 2004
Capital Professional Advisors, Inc. May 2000 - May 2004
UPS June 1985 - May 2000
Skills
Team Leadership, Wealth Management..., Estate Planning, Strategic Financial..., Private Banking, Trust Services, Charitable Gift Planning, Investment Strategies, Wealth Transfer, Investments, Wealth, Mutual Funds, Investment Management, Alternative Investments, Banking, Retirement Planning, Financial Planning, Financial Services, Portfolio Management
Education
University of St. Thomas, Graduate School of Business 1995 — 1998
Master of Business Administration (M.B.A.), Finance
University of Minnesota - Carlson School of Management 1985 — 1988
Bachelor of Science in Business, Accounting
The Northern Trust Company June 2015 - Present
US Bank, The Private Client Reserve November 2008 - June 2015
U.S. Trust June 2005 - October 2008
Boulay Financial Advisors August 2004 - June 2005
Lawson Financial, LLC January 2002 - August 2004
Capital Professional Advisors, Inc. May 2000 - May 2004
UPS June 1985 - May 2000
Skills
Team Leadership, Wealth Management..., Estate Planning, Strategic Financial..., Private Banking, Trust Services, Charitable Gift Planning, Investment Strategies, Wealth Transfer, Investments, Wealth, Mutual Funds, Investment Management, Alternative Investments, Banking, Retirement Planning, Financial Planning, Financial Services, Portfolio Management
Education
University of St. Thomas, Graduate School of Business 1995 — 1998
Master of Business Administration (M.B.A.), Finance
University of Minnesota - Carlson School of Management 1985 — 1988
Bachelor of Science in Business, Accounting
Sean McGinnis's The Northern Trust Company Experience December 2008 - May 2010
Job Director of Finance & Business Development at The Horinko Group
Industry Environmental Services
Experience
Water Resources Action Project October 2011 - Present
The Horinko Group May 2010 - Present
The Northern Trust Company December 2008 - May 2010
The Northern Trust Company July 2007 - December 2008
General Motors Acceptance Corporation May 2006 - August 2006
Alton Securities Group, Inc May 2005 - December 2005
Skills
Business Development, Non-profits, Strategy, Financial Analysis, Strategic Financial..., Management, Nonprofits
Education
University of Illinois at Urbana-Champaign 2004 — 2007
Bachelor of Science (BS), Finance
Water Resources Action Project October 2011 - Present
The Horinko Group May 2010 - Present
The Northern Trust Company December 2008 - May 2010
The Northern Trust Company July 2007 - December 2008
General Motors Acceptance Corporation May 2006 - August 2006
Alton Securities Group, Inc May 2005 - December 2005
Skills
Business Development, Non-profits, Strategy, Financial Analysis, Strategic Financial..., Management, Nonprofits
Education
University of Illinois at Urbana-Champaign 2004 — 2007
Bachelor of Science (BS), Finance
Judy Yang's The Northern Trust Company Experience 1997 - 1999
Job Managing Director at State Street
Industry Financial Services
Experience
State Street October 2014 - Present
Aviva Investors January 2011 - August 2014
Wells Capital Management January 2001 - January 2011
Wachovia - Evergreen Investments 2001 - June 2009
Bank of America Capital Management 1999 - 2000
The Northern Trust Company 1997 - 1999
The Northern Trust Company 1994 - 1997
The Northern Trust Company 1988 - 1994
Skills
Portfolio Management, Risk Management, Mutual Funds, Investment Strategies, Strategic Planning, Equities, Trading, Asset Management, Securities, Finance, Financial Services, Leadership, Asset Allocation, Business Development, Fixed Income, Business Strategy, Start-ups, Management, Program Management, CRM, Project Management, Financial Analysis, Financial Modeling, Hedge Funds, Bloomberg, Alternative Investments, Investment Management, Investments, Relationship Management, Strategy, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2007
Wachovia Executive Leadership Program
Loyola University Chicago 1989 — 2001
MBA, Finance, International Business
Illinois State University 1984 — 1988
B.S., Applied Computer Science
State Street October 2014 - Present
Aviva Investors January 2011 - August 2014
Wells Capital Management January 2001 - January 2011
Wachovia - Evergreen Investments 2001 - June 2009
Bank of America Capital Management 1999 - 2000
The Northern Trust Company 1997 - 1999
The Northern Trust Company 1994 - 1997
The Northern Trust Company 1988 - 1994
Skills
Portfolio Management, Risk Management, Mutual Funds, Investment Strategies, Strategic Planning, Equities, Trading, Asset Management, Securities, Finance, Financial Services, Leadership, Asset Allocation, Business Development, Fixed Income, Business Strategy, Start-ups, Management, Program Management, CRM, Project Management, Financial Analysis, Financial Modeling, Hedge Funds, Bloomberg, Alternative Investments, Investment Management, Investments, Relationship Management, Strategy, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2007
Wachovia Executive Leadership Program
Loyola University Chicago 1989 — 2001
MBA, Finance, International Business
Illinois State University 1984 — 1988
B.S., Applied Computer Science
Denise Stalzer's The Northern Trust Company Experience April 1997 - May 2000
Job
Industry Management Consulting
Experience
NovaStar Mortgage 2004 - 2006
Resource Connection 2004 - 2004
State Street Corporation May 2001 - August 2003
The Northern Trust Company April 1997 - May 2000
Comerica Incorporated 1989 - 1997
Skills
Leadership, Management, Process Improvement, Training, Human Resources, Budgets, Auditing, Team Management, Employee Benefits, Personnel Management, Time Management, Retail, Risk Management, Team Building, Strategic Planning, Financial Analysis, Project Management, Finance, Analysis, Business Process..., Strategy, Change Management, Banking, Performance Management, Vendor Management, Business Analysis, Program Management, Management Consulting, Operations Management, Coaching
Education
University of Michigan 1978 — 1980
BBA
NovaStar Mortgage 2004 - 2006
Resource Connection 2004 - 2004
State Street Corporation May 2001 - August 2003
The Northern Trust Company April 1997 - May 2000
Comerica Incorporated 1989 - 1997
Skills
Leadership, Management, Process Improvement, Training, Human Resources, Budgets, Auditing, Team Management, Employee Benefits, Personnel Management, Time Management, Retail, Risk Management, Team Building, Strategic Planning, Financial Analysis, Project Management, Finance, Analysis, Business Process..., Strategy, Change Management, Banking, Performance Management, Vendor Management, Business Analysis, Program Management, Management Consulting, Operations Management, Coaching
Education
University of Michigan 1978 — 1980
BBA
Edwin Wong, CPA, CA Edwin Wong, CPA, CA's The Northern Trust Company Experience January 2015 - Present
Job Chief Financial Officer, Canada at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company January 2015 - Present
Independent Consultant October 2014 - December 2014
Citigroup Fund Services Canada, Inc. 2007 - July 2014
Citigroup Fund Services Canada, Inc. 2005 - 2007
Unisen Inc. 2002 - 2005
AGF Management Limited 1989 - 2002
EY 1981 - 1989
Skills
investment operations, Financial Reporting, Mergers & Acquisitions, Executive Management, Coaching, Balanced Scorecard, Enterprise Services, Investment funds..., Auditing, Offshore Outsourcing, Lean Transformation, Investments, Due Diligence, Finance, Financial Services, Capital Markets
Education
Chartered Professional Accountants of Ontario
CPA, CA
University of Manitoba 1976 — 1980
Bachelor of Commerce (B.Com.), Accounting and Finance
The Northern Trust Company January 2015 - Present
Independent Consultant October 2014 - December 2014
Citigroup Fund Services Canada, Inc. 2007 - July 2014
Citigroup Fund Services Canada, Inc. 2005 - 2007
Unisen Inc. 2002 - 2005
AGF Management Limited 1989 - 2002
EY 1981 - 1989
Skills
investment operations, Financial Reporting, Mergers & Acquisitions, Executive Management, Coaching, Balanced Scorecard, Enterprise Services, Investment funds..., Auditing, Offshore Outsourcing, Lean Transformation, Investments, Due Diligence, Finance, Financial Services, Capital Markets
Education
Chartered Professional Accountants of Ontario
CPA, CA
University of Manitoba 1976 — 1980
Bachelor of Commerce (B.Com.), Accounting and Finance
Genevieve Bush Genevieve Bush's The Northern Trust Company Experience December 2014 - Present
Job Senior Institutional Marketing Specialist at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company December 2014 - Present
The Northern Trust Company December 2012 - December 2014
The Northern Trust Company June 2010 - December 2012
The Northern Trust Company January 2008 - June 2010
Skills
Financial Services, Microsoft Office, Microsoft Excel, Data Analysis, Analysis, Process Improvement, Alternative Investments, Business Analysis
Education
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Arts (B.A.), Core Economics and Advertising Focus, 3.85 GPA
The Northern Trust Company December 2014 - Present
The Northern Trust Company December 2012 - December 2014
The Northern Trust Company June 2010 - December 2012
The Northern Trust Company January 2008 - June 2010
Skills
Financial Services, Microsoft Office, Microsoft Excel, Data Analysis, Analysis, Process Improvement, Alternative Investments, Business Analysis
Education
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Arts (B.A.), Core Economics and Advertising Focus, 3.85 GPA
David M. Warner David M. Warner's The Northern Trust Company Experience January 2014 - Present
Job Vice President, Senior Banking Relationship Manager at The Northern Trust Company
Industry Banking
Experience
The Northern Trust Company January 2014 - Present
Reliance Bank July 2011 - January 2014
National City Bank Private Client Group 2009 - 2011
National City Bank 2005 - 2009
Education
Webster University
MBA, Business
University of Missouri-Saint Louis
The Northern Trust Company January 2014 - Present
Reliance Bank July 2011 - January 2014
National City Bank Private Client Group 2009 - 2011
National City Bank 2005 - 2009
Education
Webster University
MBA, Business
University of Missouri-Saint Louis
Jose J. Del Real's The Northern Trust Company Experience August 2014 - Present
Job Legal Counsel at The Northern Trust Company
Industry Legal Services
Experience
The Northern Trust Company August 2014 - Present
The Northern Trust Company June 2010 - July 2014
Vedder Price, P.C. September 2006 - May 2010
PricewaterhouseCoopers August 1999 - June 2003
Skills
Corporate Governance, Legal Research, Accounting, Corporate Law, Mutual Funds, SEC filings, Due Diligence, Bilingual-Spanish, Board Relations
Education
University of Notre Dame Law School 2003 — 2006
Juris Doctorate, Law
University of Notre Dame 1995 — 1999
Bachelor of Business Administration, Accounting
The Northern Trust Company August 2014 - Present
The Northern Trust Company June 2010 - July 2014
Vedder Price, P.C. September 2006 - May 2010
PricewaterhouseCoopers August 1999 - June 2003
Skills
Corporate Governance, Legal Research, Accounting, Corporate Law, Mutual Funds, SEC filings, Due Diligence, Bilingual-Spanish, Board Relations
Education
University of Notre Dame Law School 2003 — 2006
Juris Doctorate, Law
University of Notre Dame 1995 — 1999
Bachelor of Business Administration, Accounting
Carol Fine's The Northern Trust Company Experience November 2010 - Present
Job Senior Vice President at The Northern Trust Company
Industry Banking
Experience
The Northern Trust Company November 2010 - Present
City National June 2003 - October 2010
SunTrust Bank February 1998 - July 2002
Southeast Bank/First Union June 1984 - January 1998
Skills
Banking, Loans, Credit, Commercial Banking, Commercial Lending, Credit Analysis, Risk Management, Credit Risk, Financial Analysis, Underwriting, Financial Risk
Education
University of South Carolina - The Moore School of Business 1980 — 1982
Master of International Business, Finance
The University of North Carolina 1979 — 1980
Graduate study in French, Romance Languages
The College of William and Mary 1975 — 1979
Bachelor of Arts (B.A.), French and Linguistics
The Northern Trust Company November 2010 - Present
City National June 2003 - October 2010
SunTrust Bank February 1998 - July 2002
Southeast Bank/First Union June 1984 - January 1998
Skills
Banking, Loans, Credit, Commercial Banking, Commercial Lending, Credit Analysis, Risk Management, Credit Risk, Financial Analysis, Underwriting, Financial Risk
Education
University of South Carolina - The Moore School of Business 1980 — 1982
Master of International Business, Finance
The University of North Carolina 1979 — 1980
Graduate study in French, Romance Languages
The College of William and Mary 1975 — 1979
Bachelor of Arts (B.A.), French and Linguistics
Vytas Krisciunas's The Northern Trust Company Experience November 1999 - March 2001
Job Director, Platform at HFR Asset Management
Industry Financial Services
Experience
HFR Asset Management January 2012 - Present
Matrix Capital Advisors January 2006 - January 2012
Capital Markets Finance November 2004 - June 2005
TradeGroup L.L.C. (Subsidiary of Tradelink L.L.C July 2003 - October 2004
Chicago Equity Partners March 2001 - July 2003
The Northern Trust Company November 1999 - March 2001
Skills
Hedge Funds
Education
University of Illinois at Urbana-Champaign 1995 — 1999
BA, Finance, Economics
HFR Asset Management January 2012 - Present
Matrix Capital Advisors January 2006 - January 2012
Capital Markets Finance November 2004 - June 2005
TradeGroup L.L.C. (Subsidiary of Tradelink L.L.C July 2003 - October 2004
Chicago Equity Partners March 2001 - July 2003
The Northern Trust Company November 1999 - March 2001
Skills
Hedge Funds
Education
University of Illinois at Urbana-Champaign 1995 — 1999
BA, Finance, Economics
Brandon M. Melbye's The Northern Trust Company Experience June 2000 - July 2005
Job Director, Client Relationship Manager at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management July 2005 - Present
The Northern Trust Company June 2000 - July 2005
The Northern Trust Company November 1996 - June 2000
Skills
Wealth Management, Investment Management, Asset Allocation, Equities, Fixed Income, Investments, Mutual Funds, Series 7, Relationship Management, Emerging Markets, Risk Management, Finance, Separately Managed..., Pension Funds, Funding, High Net Worth..., CRM, Portfolio Management, Alternative Investments
Education
The Charles H. Kellstadt Graduate School of Business at DePaul University 2000 — 2004
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Science in Finance
UBS Global Asset Management July 2005 - Present
The Northern Trust Company June 2000 - July 2005
The Northern Trust Company November 1996 - June 2000
Skills
Wealth Management, Investment Management, Asset Allocation, Equities, Fixed Income, Investments, Mutual Funds, Series 7, Relationship Management, Emerging Markets, Risk Management, Finance, Separately Managed..., Pension Funds, Funding, High Net Worth..., CRM, Portfolio Management, Alternative Investments
Education
The Charles H. Kellstadt Graduate School of Business at DePaul University 2000 — 2004
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Science in Finance
Chip McFerrin's The Northern Trust Company Experience May 2006 - July 2015
Job An Old Friend. A New Name. Your REALTOR.
Industry Real Estate
Experience
Prudential Worldwide, REALTORS® / Keller April 2012 - Present
The Northern Trust Company May 2006 - July 2015
Robert Half Financial Services Group September 2005 - May 2006
Robert Half International September 2005 - May 2006
First Community Bancshares, Inc. June 2004 - September 2005
PointBank July 2002 - January 2004
First National Bank of Texas March 1995 - June 2002
Skills
Banking, Customer Service, Financial Analysis, Account Management, Recruiting, Project Management, Sales, Microsoft Excel, Credit, Financial Services, Business Development, Risk Management, Series 63, Negotiation, Relationship Management, Asset Management, Wealth Management, Real Estate, Vendor Management, Credit Analysis, Team Building, Private Banking, Cash Management, Portfolio Management, Superior Client Service
Education
University of North Texas 2007 — 2014
MBA
ABA Compliance School 2002 — 2002
Certificate
University of North Texas 1996 — 2000
BBA
Decatur High School 1992 — 1996
Diploma
Prudential Worldwide, REALTORS® / Keller April 2012 - Present
The Northern Trust Company May 2006 - July 2015
Robert Half Financial Services Group September 2005 - May 2006
Robert Half International September 2005 - May 2006
First Community Bancshares, Inc. June 2004 - September 2005
PointBank July 2002 - January 2004
First National Bank of Texas March 1995 - June 2002
Skills
Banking, Customer Service, Financial Analysis, Account Management, Recruiting, Project Management, Sales, Microsoft Excel, Credit, Financial Services, Business Development, Risk Management, Series 63, Negotiation, Relationship Management, Asset Management, Wealth Management, Real Estate, Vendor Management, Credit Analysis, Team Building, Private Banking, Cash Management, Portfolio Management, Superior Client Service
Education
University of North Texas 2007 — 2014
MBA
ABA Compliance School 2002 — 2002
Certificate
University of North Texas 1996 — 2000
BBA
Decatur High School 1992 — 1996
Diploma
Lenee Wolf's The Northern Trust Company Experience September 2007 - February 2011
Job Senior Vice President Enterprise Change Head of NA Delivery at Northern Trust Corporation
Industry Investment Banking
Experience
Northern Trust Corporation May 2014 - Present
Northern Trust February 2011 - Present
The Northern Trust Company September 2007 - February 2011
LaSalle 1996 - 2007
LaSalle Bank/ABN AMRO October 1996 - January 2002
Bank One, Chicago 1993 - 1996
Skills
Portfolio Management, Leadership, Banking, Management, Vendor Management, Financial Analysis, Strategy, Change Management, Analysis, Finance, Human Resources, Business Analysis, Loans, Financial Services, Cross-functional Team..., Time Management, Budgets, Risk Management, Mergers & Acquisitions
Education
University of Iowa 1985 — 1989
Liberal Arts
Assumption High School 1981 — 1985
Northern Trust Corporation May 2014 - Present
Northern Trust February 2011 - Present
The Northern Trust Company September 2007 - February 2011
LaSalle 1996 - 2007
LaSalle Bank/ABN AMRO October 1996 - January 2002
Bank One, Chicago 1993 - 1996
Skills
Portfolio Management, Leadership, Banking, Management, Vendor Management, Financial Analysis, Strategy, Change Management, Analysis, Finance, Human Resources, Business Analysis, Loans, Financial Services, Cross-functional Team..., Time Management, Budgets, Risk Management, Mergers & Acquisitions
Education
University of Iowa 1985 — 1989
Liberal Arts
Assumption High School 1981 — 1985
Jim Stolfi's The Northern Trust Company Experience January 1996 - Present
Job Senior Vice President at The Northern Trust Company
Industry Financial Services
Experience
Northern Trust Asset Management 2009 - Present
The Northern Trust Company January 1996 - Present
Northern Trust 1996 - 2008
Chicago Park District May 1995 - January 1996
Skills
Accounting, Asset Management, Asset Managment, Bloomberg, Equities, Finance, Fixed Income, Outsourcing, Risk Management, SDLC, Asset Allocation, Mutual Funds, Portfolio Management, Business Process, Financial Services, Investments, Project Management
Education
University of Illinois at Urbana-Champaign 1991 — 1995
BS, Accounting
De La Salle 1987 — 1991
Northern Trust Asset Management 2009 - Present
The Northern Trust Company January 1996 - Present
Northern Trust 1996 - 2008
Chicago Park District May 1995 - January 1996
Skills
Accounting, Asset Management, Asset Managment, Bloomberg, Equities, Finance, Fixed Income, Outsourcing, Risk Management, SDLC, Asset Allocation, Mutual Funds, Portfolio Management, Business Process, Financial Services, Investments, Project Management
Education
University of Illinois at Urbana-Champaign 1991 — 1995
BS, Accounting
De La Salle 1987 — 1991
Reid Acord's The Northern Trust Company Experience July 2005 - March 2011
Job Senior Financial Analyst Dealership Finance at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank October 2011 - Present
The Northern Trust Company July 2005 - March 2011
Merrill Lynch January 2004 - July 2005
Bank One October 2002 - January 2004
Bank One June 2001 - October 2002
Dreamscape Design, Inc May 1999 - October 1999
Skills
Portfolio Management, Risk Management, Negotiation, Credit, Retail Banking, Banking, Finance, Financial Modeling, Credit Risk, Loans, Relationship Management, Financial Services, Financial Analysis
Education
University of Illinois at Urbana-Champaign 1996 — 2001
Bachelor of Arts, Speech Communication
BMO Harris Bank October 2011 - Present
The Northern Trust Company July 2005 - March 2011
Merrill Lynch January 2004 - July 2005
Bank One October 2002 - January 2004
Bank One June 2001 - October 2002
Dreamscape Design, Inc May 1999 - October 1999
Skills
Portfolio Management, Risk Management, Negotiation, Credit, Retail Banking, Banking, Finance, Financial Modeling, Credit Risk, Loans, Relationship Management, Financial Services, Financial Analysis
Education
University of Illinois at Urbana-Champaign 1996 — 2001
Bachelor of Arts, Speech Communication
Melissa Galla, CFA's The Northern Trust Company Experience August 2012 - Present
Job Client Executive, Vice President at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company August 2012 - Present
The Northern Trust Company May 2007 - August 2012
The Northern Trust Company May 2006 - May 2007
The Northern Trust Company December 2003 - May 2006
Skills
Investments, Portfolio Management, Due Diligence, Analysis, Pensions, Program Management, Equities, Hedge Funds, Fixed Income, Alternative Investments, Asset Allocation, Securities, Financial Analysis, Investment Strategies, Asset Management, Capital Markets, Investment Management, Financial Modeling, Bloomberg, Risk Management, Budget Monitoring, Strategic Planning, Client Relations, Negotiation, Regulatory Submissions, Microsoft Office, Mutual Funds
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
BS, Accountancy
The Northern Trust Company August 2012 - Present
The Northern Trust Company May 2007 - August 2012
The Northern Trust Company May 2006 - May 2007
The Northern Trust Company December 2003 - May 2006
Skills
Investments, Portfolio Management, Due Diligence, Analysis, Pensions, Program Management, Equities, Hedge Funds, Fixed Income, Alternative Investments, Asset Allocation, Securities, Financial Analysis, Investment Strategies, Asset Management, Capital Markets, Investment Management, Financial Modeling, Bloomberg, Risk Management, Budget Monitoring, Strategic Planning, Client Relations, Negotiation, Regulatory Submissions, Microsoft Office, Mutual Funds
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
BS, Accountancy
Scott Denning's The Northern Trust Company Experience June 1990 - Present
Job Sr. Vice President at The Northern Trust Company
Industry Banking
Experience
The Northern Trust Company June 1990 - Present
Education
University of Iowa - Henry B. Tippie College of Business 1987 — 1988
MBA
University of Iowa 1983 — 1986
BS, Ecomonics
The Northern Trust Company June 1990 - Present
Education
University of Iowa - Henry B. Tippie College of Business 1987 — 1988
MBA
University of Iowa 1983 — 1986
BS, Ecomonics
Julie Shields Thompson's The Northern Trust Company Experience June 1995 - April 1998
Job Broker Associate at Brush Hill, Inc., REALTORS
Industry Real Estate
Experience
Brush Hill, Inc., REALTORS July 2007 - Present
The Northern Trust Company June 1995 - April 1998
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1995
M.B.A., Marketing
University of Illinois at Urbana-Champaign 1990 — 1994
B.A., Economics, Spanish
Brush Hill, Inc., REALTORS July 2007 - Present
The Northern Trust Company June 1995 - April 1998
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1995
M.B.A., Marketing
University of Illinois at Urbana-Champaign 1990 — 1994
B.A., Economics, Spanish
Andy Marrs's The Northern Trust Company Experience December 1998 - May 2003
Job Private Mortgage Banker at Wells Fargo Private Bank NMLS ID 559906
Industry Banking
Experience
Wells Fargo Private Bank September 2014 - Present
Bank of America August 2013 - September 2014
Fifth Third Bank June 2011 - August 2013
Bank of America May 2003 - June 2011
The Northern Trust Company December 1998 - May 2003
Skills
Mortgage Lending, Loan Origination, Credit, Mortgage Banking, Construction Loans, Residential Mortgages, Credit Analysis, Refinance, Loans, Banking, Real Estate, Financial Services, Relationship Management, Real Estate Financing, Home Equity Loans, Home Equity Lines of..., Mortgage Underwriting
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
Bachelor of Science, Finance
Wells Fargo Private Bank September 2014 - Present
Bank of America August 2013 - September 2014
Fifth Third Bank June 2011 - August 2013
Bank of America May 2003 - June 2011
The Northern Trust Company December 1998 - May 2003
Skills
Mortgage Lending, Loan Origination, Credit, Mortgage Banking, Construction Loans, Residential Mortgages, Credit Analysis, Refinance, Loans, Banking, Real Estate, Financial Services, Relationship Management, Real Estate Financing, Home Equity Loans, Home Equity Lines of..., Mortgage Underwriting
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
Bachelor of Science, Finance
Jeannie (Skipper) Halwax's The Northern Trust Company Experience May 2003 - Present
Job Vice President Wealth Management Group at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company May 2003 - Present
The Northern Trust Company November 1999 - May 2003
Citibank January 1994 - November 1999
Education
University of Missouri 1989 — 1993
Bachelor of Arts, Interdisciplinary Studies
The Northern Trust Company May 2003 - Present
The Northern Trust Company November 1999 - May 2003
Citibank January 1994 - November 1999
Education
University of Missouri 1989 — 1993
Bachelor of Arts, Interdisciplinary Studies
Jane Heuser's The Northern Trust Company Experience 1988 - 2005
Job Assistant Director, Trust and Estate Administration
Industry Higher Education
Experience
Duke University July 2012 - Present
Walker, Lambe, Rhudy, & Costley PLLC 2007 - 2012
Blue Cross Blue Shield of North Carolina 2005 - 2007
The Northern Trust Company 1988 - 2005
Education
University of Illinois at Urbana-Champaign
B.S., Business Administration
Duke University July 2012 - Present
Walker, Lambe, Rhudy, & Costley PLLC 2007 - 2012
Blue Cross Blue Shield of North Carolina 2005 - 2007
The Northern Trust Company 1988 - 2005
Education
University of Illinois at Urbana-Champaign
B.S., Business Administration
David Nehf's The Northern Trust Company Experience PrincipalBanc of America LeasingOctober 1994 - April 2004
Job Vice President at The Northern Trust Company
Industry Banking
Experience
The Northern Trust Company PrincipalBanc of America LeasingOctober 1994 - April 2004
Bank of America 1994 - 2004
NationsBanc Leasing Corporation 1994 - 1998
Education
University of Illinois at Urbana-Champaign 1980 — 1984
Bachelor's, Finance
The Northern Trust Company PrincipalBanc of America LeasingOctober 1994 - April 2004
Bank of America 1994 - 2004
NationsBanc Leasing Corporation 1994 - 1998
Education
University of Illinois at Urbana-Champaign 1980 — 1984
Bachelor's, Finance
Caroline Zalatoris's The Northern Trust Company Experience 1983 - 1993
Job Director at Top Driver
Industry Education Management
Experience
Top Driver September 2013 - Present
Inland Mortgage Capital Corporation February 2006 - September 2013
The Northern Trust Company 1983 - 1993
Skills
Real Estate, Real Estate Transactions, Due Diligence, Investments
Education
University of Illinois at Urbana-Champaign - College of Business 1979 — 1983
B.S., Finance
Top Driver September 2013 - Present
Inland Mortgage Capital Corporation February 2006 - September 2013
The Northern Trust Company 1983 - 1993
Skills
Real Estate, Real Estate Transactions, Due Diligence, Investments
Education
University of Illinois at Urbana-Champaign - College of Business 1979 — 1983
B.S., Finance
Glenn Shipley, CFA, CFP®'s The Northern Trust Company Experience September 1993 - Present
Job Senior Vice President and Investment Practice Leader at The Northern Trust Company
Industry Investment Management
Experience
The Northern Trust Company September 1993 - Present
First National Bank of Clearwater 1991 - 1993
First Florida Bank 1987 - 1991
Skills
Private Wealth..., Investment Management, Wealth Management..., Wealth Management, Strategic Financial..., Asset Allocation, Alternative Investments, Mutual Funds, Investment Strategies, Portfolio Management, Investments, Investment Advisory, Team Leadership, Asset Management, Equities, Hedge Funds, Fixed Income, Securities, High Net Worth..., Bonds, ETFs, Bloomberg, Retirement Planning, Equity Research, Estate Planning, Series 7, Financial Planning
Education
University of South Florida College of Business 1988 — 1993
MBA, Finance
University of South Florida 1984 — 1986
BS, Finance
The Northern Trust Company September 1993 - Present
First National Bank of Clearwater 1991 - 1993
First Florida Bank 1987 - 1991
Skills
Private Wealth..., Investment Management, Wealth Management..., Wealth Management, Strategic Financial..., Asset Allocation, Alternative Investments, Mutual Funds, Investment Strategies, Portfolio Management, Investments, Investment Advisory, Team Leadership, Asset Management, Equities, Hedge Funds, Fixed Income, Securities, High Net Worth..., Bonds, ETFs, Bloomberg, Retirement Planning, Equity Research, Estate Planning, Series 7, Financial Planning
Education
University of South Florida College of Business 1988 — 1993
MBA, Finance
University of South Florida 1984 — 1986
BS, Finance
Jim Hensel, CFA, CAIA's The Northern Trust Company Experience January 2014 - Present
Job Senior Vice President, Investment Program Solutions
Industry Financial Services
Experience
The Northern Trust Company January 2014 - Present
CNB Bank & Trust November 2013 - January 2014
Mercer Investment Consulting June 2011 - September 2013
Mercer Investment Consulting January 2011 - June 2011
Hammond Associates January 2008 - January 2011
Sterling, a National City company April 2001 - January 2008
Old Kent Bank 1998 - 2001
A.G. Edwards Trust Co. 1994 - 1998
Boatmen's Trust Company 1991 - 1994
INTRUST Bank 1986 - 1991
Skills
Asset Allocation, Investments, Portfolio Management, Private Equity, Fixed Income, Equities, Capital Markets, Alternative Investments
Education
Central High School
University of Iowa
Bachelor of Science (B.S.), Economics
Unversity of Iowa
B.S., M.A., Economics
The Northern Trust Company January 2014 - Present
CNB Bank & Trust November 2013 - January 2014
Mercer Investment Consulting June 2011 - September 2013
Mercer Investment Consulting January 2011 - June 2011
Hammond Associates January 2008 - January 2011
Sterling, a National City company April 2001 - January 2008
Old Kent Bank 1998 - 2001
A.G. Edwards Trust Co. 1994 - 1998
Boatmen's Trust Company 1991 - 1994
INTRUST Bank 1986 - 1991
Skills
Asset Allocation, Investments, Portfolio Management, Private Equity, Fixed Income, Equities, Capital Markets, Alternative Investments
Education
Central High School
University of Iowa
Bachelor of Science (B.S.), Economics
Unversity of Iowa
B.S., M.A., Economics
Christine Greener Uhlig's The Northern Trust Company Experience 2004 - Present
Job Senior Attorney at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company 2004 - Present
Schiff Hardin LLP 1999 - 2004
Brittain Sledz Morris & Slovak 1993 - 1999
Skills
Employment Law, Litigation, Risk Management, Alternative Dispute..., Mediation, Arbitration, Employee Benefits, Employee Relations, Non-Compete Agreements, HR Compliance
Education
University of Illinois College of Law
J.D., magna cum laude
University of Iowa - Henry B. Tippie College of Business
B.B.A.
The Northern Trust Company 2004 - Present
Schiff Hardin LLP 1999 - 2004
Brittain Sledz Morris & Slovak 1993 - 1999
Skills
Employment Law, Litigation, Risk Management, Alternative Dispute..., Mediation, Arbitration, Employee Benefits, Employee Relations, Non-Compete Agreements, HR Compliance
Education
University of Illinois College of Law
J.D., magna cum laude
University of Iowa - Henry B. Tippie College of Business
B.B.A.
Tom Iskalis's The Northern Trust Company Experience February 2013 - Present
Job Regional Chief Fiduciary Officer
Industry Financial Services
Experience
The Northern Trust Company February 2013 - Present
The Northern Trust Company June 2009 - February 2013
The Northern Trust Company 1998 - June 2009
Old Kent Bank 1996 - 1998
Deloitte & Touche March 1995 - July 1996
Banc One Wisconsin Trust Company February 1986 - March 1995
Flood, Lauer & Iskalis June 1982 - January 1986
Skills
Trust Services, Wealth Management..., Asset Allocation, Investment Strategies, Mutual Funds, Investment Management, Securities, Investment Advisory, Investments, Private Banking, Portfolio Management, Fixed Income, Financial Services, Series 7, Risk Management, Fiduciary Management, Retirement Planning, Equities, Fiduciary Services, Strategic Financial..., Fund Of Funds, Mergers & Acquisitions
Education
University of Toledo College of Law 1978 — 1982
JD/MBA, International Business Law
University of Notre Dame 1974 — 1978
BA, History
The Northern Trust Company February 2013 - Present
The Northern Trust Company June 2009 - February 2013
The Northern Trust Company 1998 - June 2009
Old Kent Bank 1996 - 1998
Deloitte & Touche March 1995 - July 1996
Banc One Wisconsin Trust Company February 1986 - March 1995
Flood, Lauer & Iskalis June 1982 - January 1986
Skills
Trust Services, Wealth Management..., Asset Allocation, Investment Strategies, Mutual Funds, Investment Management, Securities, Investment Advisory, Investments, Private Banking, Portfolio Management, Fixed Income, Financial Services, Series 7, Risk Management, Fiduciary Management, Retirement Planning, Equities, Fiduciary Services, Strategic Financial..., Fund Of Funds, Mergers & Acquisitions
Education
University of Toledo College of Law 1978 — 1982
JD/MBA, International Business Law
University of Notre Dame 1974 — 1978
BA, History
Bob Lapinski's The Northern Trust Company Experience September 1993 - March 1997
Job Media & Public Relations Advisor
Industry Insurance
Experience
Accident Fund Holdings, Inc. July 2014 - Present
PNC Financial Services Group December 2012 - June 2014
State Farm Insurance Companies August 2009 - December 2012
Harris Bank October 2004 - August 2009
Joliet JackHammers Professional Baseball Team January 2004 - October 2004
Fifth Third Bank August 2001 - December 2003
The Federal Reserve Bank of Chicago March 1997 - August 2001
The Northern Trust Company September 1993 - March 1997
Allstate Insurance Company April 1979 - September 1993
Skills
Corporate Communications, Media Relations, Publications, Crisis Communications, Marketing, Newsletters, Public Affairs, Integrated Marketing, Marketing Communications, Sponsorship, Public Relations, Internal Communications, Social Media Marketing, Strategic Communications, Social Media, Direct Mail, Community Outreach, Management, Program Management, Speech Writing, Publicity
Education
University of Northern Colorado 1976 — 1978
Bachelor's Degree, Journalism
Accident Fund Holdings, Inc. July 2014 - Present
PNC Financial Services Group December 2012 - June 2014
State Farm Insurance Companies August 2009 - December 2012
Harris Bank October 2004 - August 2009
Joliet JackHammers Professional Baseball Team January 2004 - October 2004
Fifth Third Bank August 2001 - December 2003
The Federal Reserve Bank of Chicago March 1997 - August 2001
The Northern Trust Company September 1993 - March 1997
Allstate Insurance Company April 1979 - September 1993
Skills
Corporate Communications, Media Relations, Publications, Crisis Communications, Marketing, Newsletters, Public Affairs, Integrated Marketing, Marketing Communications, Sponsorship, Public Relations, Internal Communications, Social Media Marketing, Strategic Communications, Social Media, Direct Mail, Community Outreach, Management, Program Management, Speech Writing, Publicity
Education
University of Northern Colorado 1976 — 1978
Bachelor's Degree, Journalism
Erik Keith's The Northern Trust Company Experience January 2006 - January 2007
Job Business Broker at First Choice
Industry Financial Services
Experience
T3 Trading Group, LLC April 2011 - February 2012
The Northern Trust Company January 2006 - January 2007
Skills
Equities, Trading, Proprietary Trading, Equity Trading, Financial Markets, Series 7, Investments, Securities, Risk Management, Technical Analysis, Trading Systems, Equity Research, Electronic Trading, Capital Markets
Education
Walsh College 2007 — 2009
Masters of Science Finance, Finance, Economics, Management
University of Michigan 2001 — 2004
Liberal Arts, Business, Philosophy, Psychology
T3 Trading Group, LLC April 2011 - February 2012
The Northern Trust Company January 2006 - January 2007
Skills
Equities, Trading, Proprietary Trading, Equity Trading, Financial Markets, Series 7, Investments, Securities, Risk Management, Technical Analysis, Trading Systems, Equity Research, Electronic Trading, Capital Markets
Education
Walsh College 2007 — 2009
Masters of Science Finance, Finance, Economics, Management
University of Michigan 2001 — 2004
Liberal Arts, Business, Philosophy, Psychology
Tom Ware's The Northern Trust Company Experience January 2013 - June 2013
Job Senior BI Consultant
Industry Information Technology and Services
Experience
The Northern Trust Company January 2013 - June 2013
The Hackett Group June 2010 - January 2013
Oracle May 2001 - May 2010
United States Marine Corps January 1990 - December 1990
Skills
Business Intelligence, EPM Oracle Data Hub..., Data Warehousing, OBIEE, Informatica, Enterprise Architecture, OLAP, ETL, Dashboard, Master Data Management, Oracle E-Business Suite, Enterprise Software, Analytics, Extending OBIA, OBIEE Metadata
Education
University of Iowa - Henry B. Tippie College of Business
BBA, Economics
The Northern Trust Company January 2013 - June 2013
The Hackett Group June 2010 - January 2013
Oracle May 2001 - May 2010
United States Marine Corps January 1990 - December 1990
Skills
Business Intelligence, EPM Oracle Data Hub..., Data Warehousing, OBIEE, Informatica, Enterprise Architecture, OLAP, ETL, Dashboard, Master Data Management, Oracle E-Business Suite, Enterprise Software, Analytics, Extending OBIA, OBIEE Metadata
Education
University of Iowa - Henry B. Tippie College of Business
BBA, Economics
Alicia Aponte's The Northern Trust Company Experience January 2010 - Present
Job Vice President Estate Administration at Northern Trust
Industry Financial Services
Experience
The Northern Trust Company January 2010 - Present
Northern Trust, NA May 1998 - May 2009
Bank of America December 1988 - May 1998
Education
University of South Florida - College of Business Administration
Bachelor of Arts (B.A.), Accounting and Management
The Northern Trust Company January 2010 - Present
Northern Trust, NA May 1998 - May 2009
Bank of America December 1988 - May 1998
Education
University of South Florida - College of Business Administration
Bachelor of Arts (B.A.), Accounting and Management
Daniel Petree's The Northern Trust Company Experience April 1978 - February 1980
Job Owner, Cornerstone
Industry Investment Management
Experience
Cornerstone Investment Management, LLC January 2009 - Present
CBOT April 1999 - January 2009
Lehman Brothers June 1997 - January 1999
Merrill Lynch June 1980 - April 1990
The Northern Trust Company April 1978 - February 1980
Skills
Investments
Education
University of Illinois at Urbana-Champaign 1972 — 1976
BA, Finance
Cornerstone Investment Management, LLC January 2009 - Present
CBOT April 1999 - January 2009
Lehman Brothers June 1997 - January 1999
Merrill Lynch June 1980 - April 1990
The Northern Trust Company April 1978 - February 1980
Skills
Investments
Education
University of Illinois at Urbana-Champaign 1972 — 1976
BA, Finance
Mary Ann Stahlecker's The Northern Trust Company Experience January 1990 - January 1998
Job Financial Services Professional
Industry Financial Services
Experience
Transamerica October 2014 - Present
PricewaterhouseCoopers April 2005 - February 2010
PricewaterhouseCoopers April 2005 - February 2010
Janus Capital Group January 1998 - January 2005
The Northern Trust Company January 1990 - January 1998
Education
University of Phoenix
Bachelor of Science, Management
Transamerica October 2014 - Present
PricewaterhouseCoopers April 2005 - February 2010
PricewaterhouseCoopers April 2005 - February 2010
Janus Capital Group January 1998 - January 2005
The Northern Trust Company January 1990 - January 1998
Education
University of Phoenix
Bachelor of Science, Management
Stephen Stec's The Northern Trust Company Experience January 1996 - January 1998
Job Analyst / Content Writer at StreetAccount
Industry Financial Services
Experience
StreetAccount Business Relationship Manager / Assistant Vice PresidentWells Fargo BankJune 2003 - February 2011
The Chicago Board of Options Exchange January 1998 - January 2003
The Northern Trust Company January 1996 - January 1998
Skills
Portfolio Management, Investments, Capital Markets, Credit, Finance
Education
University of Illinois at Urbana-Champaign
Bachelor of Science, Finance
StreetAccount Business Relationship Manager / Assistant Vice PresidentWells Fargo BankJune 2003 - February 2011
The Chicago Board of Options Exchange January 1998 - January 2003
The Northern Trust Company January 1996 - January 1998
Skills
Portfolio Management, Investments, Capital Markets, Credit, Finance
Education
University of Illinois at Urbana-Champaign
Bachelor of Science, Finance
David Nehf's The Northern Trust Company Experience April 2004 - September 2010
Job Senior Vice President at JPM Chase
Industry Banking
Experience
JPM Chase September 2010 - Present
The Northern Trust Company April 2004 - September 2010
Bank of America June 1994 - April 2004
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Finance
JPM Chase September 2010 - Present
The Northern Trust Company April 2004 - September 2010
Bank of America June 1994 - April 2004
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Finance
Mary Stahlecker's The Northern Trust Company Experience January 1985 - January 1998
Job Executive Tax Administrative Assistant at Causey Demgen & Moore P.C.
Industry Accounting
Experience
Causey Demgen & Moore P.C. December 2011 - Present
PwC April 2005 - February 2010
The Northern Trust Company January 1985 - January 1998
Education
University of Phoenix-Colorado Campus 2008 — 2010
Bachelor of Science, Management, 3.67
Causey Demgen & Moore P.C. December 2011 - Present
PwC April 2005 - February 2010
The Northern Trust Company January 1985 - January 1998
Education
University of Phoenix-Colorado Campus 2008 — 2010
Bachelor of Science, Management, 3.67
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.