The Private Bank and Trust Company
Industry: Commercial banking company
DescriptionCIBC Bank USA is an American commercial bank headquartered in Chicago, Illinois. Founded in 1989 as PrivateBancorp Inc., the company became a subsidiary of the Toronto-based Canadian Imperial Bank of Commerce after a US$5 billion acquisition in June 2017. Headquarters: Chicago, IL Parent organization: Canadian Imperial Bank of Commerce Total assets: 17.7 billion USD (2016) Assets under management: 9.6 billion USD Founded: 1989 Subsidiaries: The Privatebank and Trust Company, Asset Management Arm,
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The Private Bank and Trust Company Employees
Employee
Years
Job
Industry
Gregory Bortz Gregory Bortz's The Private Bank and Trust Company Experience July 2012 - Present
Job Officer at The Private Bank And Trust Company
Industry Banking
Experience
The Private Bank And Trust Company July 2012 - Present
Hess Energy Trading Company May 2011 - August 2011
UGL Equis May 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Data Analysis, PowerPoint, Market Research, Financial Modeling, Cash Flow Forecasting, Microsoft Office, Microsoft Word, Credit Underwriting
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (M.B.A.), Finance, General
Indiana University - Kelley School of Business 2008 — 2012
Bachelor's Degree, Finance, General
Ridgefield High School 2004 — 2008
The Private Bank And Trust Company July 2012 - Present
Hess Energy Trading Company May 2011 - August 2011
UGL Equis May 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Data Analysis, PowerPoint, Market Research, Financial Modeling, Cash Flow Forecasting, Microsoft Office, Microsoft Word, Credit Underwriting
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (M.B.A.), Finance, General
Indiana University - Kelley School of Business 2008 — 2012
Bachelor's Degree, Finance, General
Ridgefield High School 2004 — 2008
Robert Cheffins Robert Cheffins's The Private Bank and Trust Company Experience May 2012 - Present
Job Commercial Banking Officer at The PrivateBank
Industry Banking
Experience
The Private Bank And Trust Company May 2012 - Present
Skills
Underwriting, Financial Analysis, Credit, Cash Flow, Loans, Commercial Lending, Credit Analysis, Small Business Lending, Banking, Commercial Banking, Portfolio Management
Education
Kent State University 2007 — 2011
Accounting, Marketing
The Private Bank Commerical Banking Training Program
The Private Bank And Trust Company May 2012 - Present
Skills
Underwriting, Financial Analysis, Credit, Cash Flow, Loans, Commercial Lending, Credit Analysis, Small Business Lending, Banking, Commercial Banking, Portfolio Management
Education
Kent State University 2007 — 2011
Accounting, Marketing
The Private Bank Commerical Banking Training Program
Eric Simaga's The Private Bank and Trust Company Experience June 2010 - June 2013
Job Second Vice President Audit Specialist Operations at Northern Trust Corporation
Industry Banking
Experience
Northern Trust Corporation March 2015 - Present
Northern Trust Corporation October 2014 - Present
Northern Trust Corporation June 2013 - October 2014
The Private Bank And Trust Company June 2010 - June 2013
BKD CPAs & Advisors January 2007 - April 2010
Skills
Financial Analysis, Banking, Financial Statement..., Sarbanes-Oxley, Internal Controls, Financial Accounting, Process Analysis, Internal Control..., Process Control, SEC Financial Reporting, Financial Institutions, Analytical Reasoning, Analytical Skills, Staff Supervision, Staff Development, Mentoring Of Staff, Internal Audit, Credit, Accounting
Education
Purdue University - Krannert School of Management 2002 — 2006
Bachelor of Science, Accounting
Northern Trust Corporation March 2015 - Present
Northern Trust Corporation October 2014 - Present
Northern Trust Corporation June 2013 - October 2014
The Private Bank And Trust Company June 2010 - June 2013
BKD CPAs & Advisors January 2007 - April 2010
Skills
Financial Analysis, Banking, Financial Statement..., Sarbanes-Oxley, Internal Controls, Financial Accounting, Process Analysis, Internal Control..., Process Control, SEC Financial Reporting, Financial Institutions, Analytical Reasoning, Analytical Skills, Staff Supervision, Staff Development, Mentoring Of Staff, Internal Audit, Credit, Accounting
Education
Purdue University - Krannert School of Management 2002 — 2006
Bachelor of Science, Accounting
Megan Breuer Megan Breuer's The Private Bank and Trust Company Experience August 2007 - Present
Job Private Banker
Industry Banking
Experience
The Private Bank And Trust Company August 2007 - Present
Hot Shots Bar & Grill 2005 - 2007
St. Mary's Hospital 2002 - 2006
Fortell's Pizza Den 2003 - 2005
Skills
Organization, Account Management, Relationship Management, Outstanding..., Managing Workflow, Solutions Marketing, Team Leadership, Sales, Marketing, Customer Service, Customer Satisfaction, Customer Retention, Employee Training, Mentoring, Business Strategy, Business Development, Sales Promotion, Team Building, Team-oriented, Coaching, Listening to customers, Needs Analysis, Collaborative Problem..., Management, Zum, Cpr Certified, Scuba Diving
Education
Maryville University of Saint Louis 2002 — 2006
Bachelor of Science (B.S.), Physical Therapy/Therapist
St. Louis College of Health Careers
Massage Therapy, Massage Therapy/Therapeutic Massage
The Private Bank And Trust Company August 2007 - Present
Hot Shots Bar & Grill 2005 - 2007
St. Mary's Hospital 2002 - 2006
Fortell's Pizza Den 2003 - 2005
Skills
Organization, Account Management, Relationship Management, Outstanding..., Managing Workflow, Solutions Marketing, Team Leadership, Sales, Marketing, Customer Service, Customer Satisfaction, Customer Retention, Employee Training, Mentoring, Business Strategy, Business Development, Sales Promotion, Team Building, Team-oriented, Coaching, Listening to customers, Needs Analysis, Collaborative Problem..., Management, Zum, Cpr Certified, Scuba Diving
Education
Maryville University of Saint Louis 2002 — 2006
Bachelor of Science (B.S.), Physical Therapy/Therapist
St. Louis College of Health Careers
Massage Therapy, Massage Therapy/Therapeutic Massage
Deneen Lenoir's The Private Bank and Trust Company Experience May 2013 - Present
Job Accountant I at The Private Bank And Trust Company
Industry Accounting
Experience
The Private Bank And Trust Company May 2013 - Present
TCF Bank June 2009 - June 2012
TCF Bank May 2008 - June 2009
City of Chicago May 2008 - August 2008
Concordia University Chicago March 2006 - February 2008
Nicor Gas May 2007 - August 2007
Skills
Customer Service, Data Entry, Accounting, Microsoft Office, QuickBooks, Banner Finance, Lawson HRIS, 10 Key, Typing, Windows 7, Windows Vista, Windows XP Pro, Clerical Skills, Administrative..., Public Administration, Outstanding verbal, Organizational Behavior, Accounting Applications, Outstanding Communicator, Outstanding time..., Outstanding leadership, Outstanding...
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master of Science in Accounting, Accounting
Concordia University-River Forest 2005 — 2009
Bachelor of Arts (B.A.), Accounting and Business/Management, 3.49
The Private Bank And Trust Company May 2013 - Present
TCF Bank June 2009 - June 2012
TCF Bank May 2008 - June 2009
City of Chicago May 2008 - August 2008
Concordia University Chicago March 2006 - February 2008
Nicor Gas May 2007 - August 2007
Skills
Customer Service, Data Entry, Accounting, Microsoft Office, QuickBooks, Banner Finance, Lawson HRIS, 10 Key, Typing, Windows 7, Windows Vista, Windows XP Pro, Clerical Skills, Administrative..., Public Administration, Outstanding verbal, Organizational Behavior, Accounting Applications, Outstanding Communicator, Outstanding time..., Outstanding leadership, Outstanding...
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master of Science in Accounting, Accounting
Concordia University-River Forest 2005 — 2009
Bachelor of Arts (B.A.), Accounting and Business/Management, 3.49
Julie Penn Robinson Julie Penn Robinson's The Private Bank and Trust Company Experience January 2007 - October 2009
Job Human Resources Manager at RW Mercer Co.
Industry Human Resources
Experience
RW Mercer Co. May 2015 - Present
Brewer's Inc and Sakstrups Towing June 2014 - May 2015
JPRobinsonLLC December 2011 - May 2014
Christian Grothe Associates October 2009 - September 2011
The Private Bank And Trust Company January 2007 - October 2009
The Chase Manhattan Bank August 1999 - December 2007
Big Buck Brewery February 1997 - August 1999
Skills
Quickbooks, Credit Card Processing..., Office Management, Loans, Credit, Banking, Commercial Banking, Financial Analysis, Credit Analysis, Commercial Lending, Portfolio Management, Risk Management, Customer Service, Budgets, Forecasting, Deposits, Microsoft Excel, Team Building, Training
Education
University of Phoenix 2003 — 2005
Master, Business Adminstration
Ferris State University 1991 — 1995
Bachelor, Hotel/ Restaurant Management
RW Mercer Co. May 2015 - Present
Brewer's Inc and Sakstrups Towing June 2014 - May 2015
JPRobinsonLLC December 2011 - May 2014
Christian Grothe Associates October 2009 - September 2011
The Private Bank And Trust Company January 2007 - October 2009
The Chase Manhattan Bank August 1999 - December 2007
Big Buck Brewery February 1997 - August 1999
Skills
Quickbooks, Credit Card Processing..., Office Management, Loans, Credit, Banking, Commercial Banking, Financial Analysis, Credit Analysis, Commercial Lending, Portfolio Management, Risk Management, Customer Service, Budgets, Forecasting, Deposits, Microsoft Excel, Team Building, Training
Education
University of Phoenix 2003 — 2005
Master, Business Adminstration
Ferris State University 1991 — 1995
Bachelor, Hotel/ Restaurant Management
Lauren Jones's The Private Bank and Trust Company Experience January 2010 - July 2013
Job Director at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch July 2013 - Present
The Private Bank And Trust Company January 2010 - July 2013
JP Morgan Chase 2007 - 2009
JP Morgan Chase 2003 - 2007
Bank One 2002 - 2003
Skills
Banking, Credit, Loans, Finance, Small Business, Commercial Banking, Credit Analysis, Portfolio Management, Commercial Lending, Financial Analysis, Derivatives, Risk Management, Underwriting, Asset Managment, Investments, Wealth Management, Estate Planning, Financial Advisory, Credit Risk, Asset Management, Corporate Finance, Mortgage Lending
Education
Michigan State University - The Eli Broad Graduate School of Management 1998 — 2002
BA, Finance
Bank of America Merrill Lynch July 2013 - Present
The Private Bank And Trust Company January 2010 - July 2013
JP Morgan Chase 2007 - 2009
JP Morgan Chase 2003 - 2007
Bank One 2002 - 2003
Skills
Banking, Credit, Loans, Finance, Small Business, Commercial Banking, Credit Analysis, Portfolio Management, Commercial Lending, Financial Analysis, Derivatives, Risk Management, Underwriting, Asset Managment, Investments, Wealth Management, Estate Planning, Financial Advisory, Credit Risk, Asset Management, Corporate Finance, Mortgage Lending
Education
Michigan State University - The Eli Broad Graduate School of Management 1998 — 2002
BA, Finance
Bridget George Bridget George's The Private Bank and Trust Company Experience November 2010 - Present
Job Client Specialist in Commercial Real Estate at The Private Bank And Trust Company
Industry Banking
Experience
The Private Bank And Trust Company November 2010 - Present
Skills
Banking, Customer Service, Finance, Portfolio Management, Risk Management, Strategic Planning, Marketing, Financial Analysis, Sales, Microsoft Excel, Account Management
Education
Lindenwood University 1986 — 1990
Master of Arts (MA), Psychology
The Private Bank And Trust Company November 2010 - Present
Skills
Banking, Customer Service, Finance, Portfolio Management, Risk Management, Strategic Planning, Marketing, Financial Analysis, Sales, Microsoft Excel, Account Management
Education
Lindenwood University 1986 — 1990
Master of Arts (MA), Psychology
Jon Schuler's The Private Bank and Trust Company Experience January 2012 - Present
Job Bassoonist/Contrabassoonist & Executive Assistant
Industry Banking
Experience
The Private Bank And Trust Company January 2012 - Present
The Northbrook Symphony Orchestra, Inc. 2010 - Present
Skills
Bassoon, Music, Orchestral Music, Secretarial Skills, Customer Service, Microsoft Excel, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Data Entry, Event Management, Invoicing, Administration, Office Administration, Event Planning
Education
DePaul University 2002 — 2006
Bachelor of Art
The Private Bank And Trust Company January 2012 - Present
The Northbrook Symphony Orchestra, Inc. 2010 - Present
Skills
Bassoon, Music, Orchestral Music, Secretarial Skills, Customer Service, Microsoft Excel, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Data Entry, Event Management, Invoicing, Administration, Office Administration, Event Planning
Education
DePaul University 2002 — 2006
Bachelor of Art
Nicole Dooley Nicole Dooley's The Private Bank and Trust Company Experience January 2014 - Present
Job Mortgage Banking
Industry Banking
Experience
The Private Bank And Trust Company January 2014 - Present
Chase October 1989 - December 2013
Skills
Mortgage Banking, Mortgage Lending, Banking, Loan Origination, FHA, Loans, Financial Analysis, VA loans, Super Jumbo, Construction Loans, Refinance, Credit, Residential Mortgages, Underwriting, FHA financing, Jumbo Mortgage, Commercial Lending, New Home Purchase
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.), Economics
DePaul University
Master of Science (M.S.), Accounting
The Private Bank And Trust Company January 2014 - Present
Chase October 1989 - December 2013
Skills
Mortgage Banking, Mortgage Lending, Banking, Loan Origination, FHA, Loans, Financial Analysis, VA loans, Super Jumbo, Construction Loans, Refinance, Credit, Residential Mortgages, Underwriting, FHA financing, Jumbo Mortgage, Commercial Lending, New Home Purchase
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.), Economics
DePaul University
Master of Science (M.S.), Accounting
Claire Quattro Claire Quattro's The Private Bank and Trust Company Experience May 2013 - August 2013
Job Student at Grand Valley State University
Industry Accounting
Experience
Grand Valley State University May 2015 - Present
Grand Valley State University September 2011 - Present
Crowe Horwath LLP January 2015 - April 2015
The Private Bank And Trust Company May 2013 - August 2013
Nordstrom May 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Research, Customer Service, Photoshop, English, Windows, Public Speaking, Social Media, Time Management, Outlook, Facebook, Access
Education
Grand Valley State University 2011 — 2015
Accounting and Finance
Grand Valley State University 2011 — 2014
Bachelor of Arts (B.A.), Accounting and Finance
Grand Valley State University May 2015 - Present
Grand Valley State University September 2011 - Present
Crowe Horwath LLP January 2015 - April 2015
The Private Bank And Trust Company May 2013 - August 2013
Nordstrom May 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Research, Customer Service, Photoshop, English, Windows, Public Speaking, Social Media, Time Management, Outlook, Facebook, Access
Education
Grand Valley State University 2011 — 2015
Accounting and Finance
Grand Valley State University 2011 — 2014
Bachelor of Arts (B.A.), Accounting and Finance
Emily Minear Emily Minear's The Private Bank and Trust Company Experience October 2013 - Present
Job Treasury Management Sales Officer at The Private Bank And Trust Company
Industry Banking
Experience
The Private Bank And Trust Company October 2013 - Present
The Private Bank And Trust Company January 2011 - October 2013
Iowa State Daily September 2009 - December 2009
Terrus Real Estate Group May 2009 - August 2009
Skills
PowerPoint, Excel, Microsoft Office, Microsoft Excel, Event Planning, Marketing, Social Media, Banking, Treasury Management
Education
Iowa State University 2006 — 2010
Bachelor of Arts and Science, Communication Studies
The Private Bank And Trust Company October 2013 - Present
The Private Bank And Trust Company January 2011 - October 2013
Iowa State Daily September 2009 - December 2009
Terrus Real Estate Group May 2009 - August 2009
Skills
PowerPoint, Excel, Microsoft Office, Microsoft Excel, Event Planning, Marketing, Social Media, Banking, Treasury Management
Education
Iowa State University 2006 — 2010
Bachelor of Arts and Science, Communication Studies
Frank Guzman Frank Guzman's The Private Bank and Trust Company Experience 2011 - Present
Job Mortgage Banker at The Private Bank And Trust Company
Industry Banking
Experience
The Private Bank And Trust Company 2011 - Present
Chase Home Finance 2009 - 2011
Northwest Comprehensive, Inc. 2008 - 2009
Robert Half Finance & Accounting 2007 - 2008
Career Education Corporation 2003 - 2007
Skills
Fluent in Spanish, Mortgage Lending, Credit, Banking, Finance, Financial Analysis, Mortgage Banking, Real Estate, Loans, Sales, Cold Calling, Insurance, Relationship Management, Leadership, Risk Management, Negotiation, Marketing, Time Management, Team Building, Underwriting, Strategic Planning, FHA, Management, Refinance
Education
DePaul University 2000 — 2003
Bachelor of Science, Finance and Marketing
The Private Bank And Trust Company 2011 - Present
Chase Home Finance 2009 - 2011
Northwest Comprehensive, Inc. 2008 - 2009
Robert Half Finance & Accounting 2007 - 2008
Career Education Corporation 2003 - 2007
Skills
Fluent in Spanish, Mortgage Lending, Credit, Banking, Finance, Financial Analysis, Mortgage Banking, Real Estate, Loans, Sales, Cold Calling, Insurance, Relationship Management, Leadership, Risk Management, Negotiation, Marketing, Time Management, Team Building, Underwriting, Strategic Planning, FHA, Management, Refinance
Education
DePaul University 2000 — 2003
Bachelor of Science, Finance and Marketing
Tina Zugel Tina Zugel's The Private Bank and Trust Company Experience February 1998 - Present
Job Branch Manager at The Private Bank And Trust Company
Industry Banking
Experience
The Private Bank And Trust Company February 1998 - Present
The PrivateBank and Trust Company 1998 - Present
Founders Bank 1998 - 2009
Skills
Banking, Commercial Banking, Loans, Commercial Lending, Credit, Loan Origination, Small Business Lending, Consumer Lending, Credit Analysis, Underwriting, Retail Banking, Portfolio Management, Cash Management, Mortgage Lending, Customer Service
Education
Joliet Junior College 1984 — 1986
Associate’s Degree
The Private Bank And Trust Company February 1998 - Present
The PrivateBank and Trust Company 1998 - Present
Founders Bank 1998 - 2009
Skills
Banking, Commercial Banking, Loans, Commercial Lending, Credit, Loan Origination, Small Business Lending, Consumer Lending, Credit Analysis, Underwriting, Retail Banking, Portfolio Management, Cash Management, Mortgage Lending, Customer Service
Education
Joliet Junior College 1984 — 1986
Associate’s Degree
Kim Butler Hegedus Kim Butler Hegedus's The Private Bank and Trust Company Experience February 2008 - Present
Job Managing Director at The PrivateBank
Industry Banking
Experience
The Private Bank and Trust Company February 2008 - Present
LaSalle Bank June 2001 - August 2007
Mercantile Bank 1994 - 1999
Skills
Commercial Lending, Loans, Commercial Banking, Banking, Credit, Small Business Lending, Underwriting, Credit Analysis, Portfolio Management, Financial Analysis, Investments, Mortgage Lending, Fundraising, Volunteering, Child Advocacy
Education
Central College 1982 — 1986
Bachelor of Arts, Business Management
West Sioux Community Schools 1969 — 1982
The Private Bank and Trust Company February 2008 - Present
LaSalle Bank June 2001 - August 2007
Mercantile Bank 1994 - 1999
Skills
Commercial Lending, Loans, Commercial Banking, Banking, Credit, Small Business Lending, Underwriting, Credit Analysis, Portfolio Management, Financial Analysis, Investments, Mortgage Lending, Fundraising, Volunteering, Child Advocacy
Education
Central College 1982 — 1986
Bachelor of Arts, Business Management
West Sioux Community Schools 1969 — 1982
Jennifer Dakoske's The Private Bank and Trust Company Experience March 2013 - Present
Job Managing Director at The Private Bank And Trust Company
Industry Banking
Experience
The Private Bank And Trust Company March 2013 - Present
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Credit, Loans, Underwriting, Banking, Portfolio Management, Financial Analysis, Financial Modeling, Capital Markets, Treasury Management, Small Business Lending, Credit Risk, Valuation
Education
DePaul University
Master of Business Administration (MBA)
Michigan State University
Bachelor's degree, Finance, General
The Private Bank And Trust Company March 2013 - Present
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Credit, Loans, Underwriting, Banking, Portfolio Management, Financial Analysis, Financial Modeling, Capital Markets, Treasury Management, Small Business Lending, Credit Risk, Valuation
Education
DePaul University
Master of Business Administration (MBA)
Michigan State University
Bachelor's degree, Finance, General
Tony Giannetto Tony Giannetto's The Private Bank and Trust Company Experience June 2011 - Present
Job Business Analyst at The Private Bank And Trust Company
Industry Financial Services
Experience
The Private Bank And Trust Company June 2011 - Present
HSBC September 2009 - July 2011
HSBC December 2008 - September 2009
HSBC December 2008 - September 2009
HSBC July 2006 - December 2008
HSBC August 2005 - July 2006
HSBC February 2004 - July 2006
HSBC June 2005 - August 2005
NETg June 2002 - August 2003
NC Micro May 2000 - March 2002
Skills
Technical Writing, Business Analysis, Documentation, Requirements Gathering, Business Requirements, User Acceptance Testing, Business Process..., Enterprise Content..., Software Documentation, Business Process, Integration, Risk Management
Education
Northern Illinois University 1990 — 1992
B.A., English, Business
The Private Bank And Trust Company June 2011 - Present
HSBC September 2009 - July 2011
HSBC December 2008 - September 2009
HSBC December 2008 - September 2009
HSBC July 2006 - December 2008
HSBC August 2005 - July 2006
HSBC February 2004 - July 2006
HSBC June 2005 - August 2005
NETg June 2002 - August 2003
NC Micro May 2000 - March 2002
Skills
Technical Writing, Business Analysis, Documentation, Requirements Gathering, Business Requirements, User Acceptance Testing, Business Process..., Enterprise Content..., Software Documentation, Business Process, Integration, Risk Management
Education
Northern Illinois University 1990 — 1992
B.A., English, Business
Roger Pillsbury Roger Pillsbury's The Private Bank and Trust Company Experience December 2007 - Present
Job Managing Director at The Private Bank And Trust Company
Industry Banking
Experience
The Private Bank And Trust Company December 2007 - Present
LaSalle Bank May 1995 - December 2007
Associated Bank May 1987 - May 1995
American National Bank August 1981 - May 1987
Education
University of Iowa 1979 — 1981
Master of Business Administration (MBA)
Coe College 1975 — 1979
Economics
Galesburg High School
The Private Bank And Trust Company December 2007 - Present
LaSalle Bank May 1995 - December 2007
Associated Bank May 1987 - May 1995
American National Bank August 1981 - May 1987
Education
University of Iowa 1979 — 1981
Master of Business Administration (MBA)
Coe College 1975 — 1979
Economics
Galesburg High School
James Huffer James Huffer's The Private Bank and Trust Company Experience January 2013 - December 2014
Job Senior Residential Lender NMLS #418609
Industry Real Estate
Experience
Wintrust Mortgage at North Shore Community Bank January 2015 - Present
The Private Bank And Trust Company January 2013 - December 2014
Wells Fargo Home Mortgage September 2000 - January 2013
Skills
Refinance, Loan Origination, FHA, Residential Mortgages, Real Estate, Project Management, Mortgage Lending, Loans, Real Estate Economics, Sales Management, Historic Preservation, Account Management, Consultative Sales..., Historic Homes, First Time Home Buyers, Event Programming, Investment Properties, Credit, PowerPoint
Education
Drake University 1992 — 1994
MBA Program, Business
Luther College 1987 — 1991
BA, Business, Program Management, Music Education
Wintrust Mortgage at North Shore Community Bank January 2015 - Present
The Private Bank And Trust Company January 2013 - December 2014
Wells Fargo Home Mortgage September 2000 - January 2013
Skills
Refinance, Loan Origination, FHA, Residential Mortgages, Real Estate, Project Management, Mortgage Lending, Loans, Real Estate Economics, Sales Management, Historic Preservation, Account Management, Consultative Sales..., Historic Homes, First Time Home Buyers, Event Programming, Investment Properties, Credit, PowerPoint
Education
Drake University 1992 — 1994
MBA Program, Business
Luther College 1987 — 1991
BA, Business, Program Management, Music Education
Grant Dennis's The Private Bank and Trust Company Experience July 2012 - Present
Job Associate at The Private Bank And Trust Company
Industry Financial Services
Experience
The Private Bank And Trust Company July 2012 - Present
PNC Financial Services June 2011 - August 2011
Riverside Manufacturing June 2010 - July 2010
Skills
Competitive Analysis, Investments, Analysis, Due Diligence, Finance, Financial Risk, Budgets, Portfolio Management, Microsoft Excel, Strategic Financial..., Underwriting
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor’s Degree, Finance, GPA 3.69 / 4.00
The Private Bank And Trust Company July 2012 - Present
PNC Financial Services June 2011 - August 2011
Riverside Manufacturing June 2010 - July 2010
Skills
Competitive Analysis, Investments, Analysis, Due Diligence, Finance, Financial Risk, Budgets, Portfolio Management, Microsoft Excel, Strategic Financial..., Underwriting
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor’s Degree, Finance, GPA 3.69 / 4.00
Brooke Courtenay's The Private Bank and Trust Company Experience August 2012 - February 2014
Job Primerica
Industry Financial Services
Experience
Primerica March 2014 - Present
Milestone Personal Fitness February 2009 - Present
The Private Bank And Trust Company August 2012 - February 2014
LifeTime Fitness May 2011 - August 2012
Swim Kids of Georgia June 2008 - December 2011
Formwell Personal Fitness Training November 2006 - February 2009
Concourse Athletic Club October 2006 - October 2007
Sea Island Company May 2005 - August 2006
Skills
Fitness Training, Personal Training, Strength Training, Cardio, Cpr Certified, Employee Wellness, Athletics, Wellness Coaching, Wellness, Sports Nutrition, Nutritional Counseling, Nutrition, Exercise Physiology, CPR Certified, Fitness
Education
Georgia Southern University 1997 — 2002
Health Science, Health Behavior
Primerica March 2014 - Present
Milestone Personal Fitness February 2009 - Present
The Private Bank And Trust Company August 2012 - February 2014
LifeTime Fitness May 2011 - August 2012
Swim Kids of Georgia June 2008 - December 2011
Formwell Personal Fitness Training November 2006 - February 2009
Concourse Athletic Club October 2006 - October 2007
Sea Island Company May 2005 - August 2006
Skills
Fitness Training, Personal Training, Strength Training, Cardio, Cpr Certified, Employee Wellness, Athletics, Wellness Coaching, Wellness, Sports Nutrition, Nutritional Counseling, Nutrition, Exercise Physiology, CPR Certified, Fitness
Education
Georgia Southern University 1997 — 2002
Health Science, Health Behavior
Melissa Siew Melissa Siew's The Private Bank and Trust Company Experience October 2008 - June 2009
Job Associate Attorney at Nodiff & Billy
Industry Law Practice
Experience
Nodiff & Billy July 2014 - Present
The Carson Law Firm January 2013 - February 2013
Missouri Attorney General's Office May 2012 - July 2012
The Law Office of Jeffrey A. Heater, P.C. October 2011 - March 2012
Abelson-Taylor June 2009 - July 2010
The Private Bank And Trust Company October 2008 - June 2009
Mean SAT September 2007 - April 2008
LocalLaunch! May 2007 - July 2007
Skills
Research, Teaching, Microsoft Office, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, Editing, Legal Research, Data Entry, Fundraising, Legal Writing, Outlook, Westlaw, LexisNexis
Education
Saint Louis University School of Law 2010 — 2013
J.D., Concentration in Intellectual Property
Columbia University in the City of New York 2007 — 2008
MS, Biomedical Engineering
University of Illinois at Chicago 2004 — 2007
BS, Neuroscience
Illinois Mathematics and Science Academy 2001 — 2004
Nodiff & Billy July 2014 - Present
The Carson Law Firm January 2013 - February 2013
Missouri Attorney General's Office May 2012 - July 2012
The Law Office of Jeffrey A. Heater, P.C. October 2011 - March 2012
Abelson-Taylor June 2009 - July 2010
The Private Bank And Trust Company October 2008 - June 2009
Mean SAT September 2007 - April 2008
LocalLaunch! May 2007 - July 2007
Skills
Research, Teaching, Microsoft Office, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, Editing, Legal Research, Data Entry, Fundraising, Legal Writing, Outlook, Westlaw, LexisNexis
Education
Saint Louis University School of Law 2010 — 2013
J.D., Concentration in Intellectual Property
Columbia University in the City of New York 2007 — 2008
MS, Biomedical Engineering
University of Illinois at Chicago 2004 — 2007
BS, Neuroscience
Illinois Mathematics and Science Academy 2001 — 2004
Earl Wise's The Private Bank and Trust Company Experience December 2004 - September 2006
Job Community Executive / Senior Vice President at Bank of North Georgia
Industry Banking
Experience
Bank of North Georgia August 2011 - Present
Southeast Mortgage July 2011 - August 2011
Homestar Financial Corporation March 2011 - July 2011
The Peoples Bank September 2007 - January 2011
First Piedmont Bank September 2006 - August 2007
The Private Bank And Trust Company December 2004 - September 2006
Community Bancshares,Inc. August 2003 - December 2004
Main Street Bank / Walton Bank & Trust Company July 1999 - May 2003
Embry National Bank August 1997 - July 1999
Regions Bank June 1995 - August 1997
Skills
Insurance, Investments, Accounting, Loans, Commercial Lending
Education
Louisiana State University 2000 — 2002
Graduate School Banking, Banking, Corporate, Finance, and Securities Law
Jacksonville State University 1987 — 1991
B.S., Finance, Accounting
Bank of North Georgia August 2011 - Present
Southeast Mortgage July 2011 - August 2011
Homestar Financial Corporation March 2011 - July 2011
The Peoples Bank September 2007 - January 2011
First Piedmont Bank September 2006 - August 2007
The Private Bank And Trust Company December 2004 - September 2006
Community Bancshares,Inc. August 2003 - December 2004
Main Street Bank / Walton Bank & Trust Company July 1999 - May 2003
Embry National Bank August 1997 - July 1999
Regions Bank June 1995 - August 1997
Skills
Insurance, Investments, Accounting, Loans, Commercial Lending
Education
Louisiana State University 2000 — 2002
Graduate School Banking, Banking, Corporate, Finance, and Securities Law
Jacksonville State University 1987 — 1991
B.S., Finance, Accounting
Matthew Zeratsky Matthew Zeratsky's The Private Bank and Trust Company Experience November 2009 - November 2010
Job Senior Relationship Manager at Chase
Industry Financial Services
Experience
Chase January 2015 - Present
BMO Harris Bank, NA February 2011 - January 2015
The Private Bank And Trust Company November 2009 - November 2010
Metavante Corp. August 2008 - November 2009
JPMorgan Chase & Co. June 2002 - August 2008
Arthur Andersen LLP September 2000 - June 2002
PricewaterhouseCoopers September 1999 - August 2000
Skills
Financial Analysis, Mergers, Banking, Due Diligence, Financial Modeling, Risk Management, Commercial Banking, Portfolio Management, Valuation, Accounting, Treasury Management, Corporate Finance, Cash Management, Commercial Lending, Finance, Strategic Financial..., Credit Analysis, Investments, Auditing, Asset Based Lending, Mergers & Acquisitions
Education
Marquette University Law School 2002 — 2006
JD, Law
University of Minnesota - Carlson School of Management 1996 — 1999
BS, Accounting
Rhinelander High School 1988 — 1995
Chase January 2015 - Present
BMO Harris Bank, NA February 2011 - January 2015
The Private Bank And Trust Company November 2009 - November 2010
Metavante Corp. August 2008 - November 2009
JPMorgan Chase & Co. June 2002 - August 2008
Arthur Andersen LLP September 2000 - June 2002
PricewaterhouseCoopers September 1999 - August 2000
Skills
Financial Analysis, Mergers, Banking, Due Diligence, Financial Modeling, Risk Management, Commercial Banking, Portfolio Management, Valuation, Accounting, Treasury Management, Corporate Finance, Cash Management, Commercial Lending, Finance, Strategic Financial..., Credit Analysis, Investments, Auditing, Asset Based Lending, Mergers & Acquisitions
Education
Marquette University Law School 2002 — 2006
JD, Law
University of Minnesota - Carlson School of Management 1996 — 1999
BS, Accounting
Rhinelander High School 1988 — 1995
Scott DeBoer Scott DeBoer's The Private Bank and Trust Company Experience June 2000 - December 2011
Job Vice President of Commercial Lending at Arvest Bank
Industry Banking
Experience
Arvest Bank May 2013 - Present
Paul Bewie Boys & Girls Club October 2013 - Present
Hot Springs Young Professionals August 2013 - Present
Iroquois Federal December 2011 - May 2013
The Private Bank And Trust Company June 2000 - December 2011
Skills
Banking, Credit Analysis, Relationship Management, Commercial Real Estate, C&I Lending, Small Business Lending, Commercial Lending, Financial Analysis, Portfolio Management, Risk Management, Underwriting, Loans, Real Estate, Mortgage Lending, Commercial Credit, Commercial Banking, Analysis, Credit, Credit Risk, Internal Credit Policy, Budget, Finance
Education
DePaul University 2007 — 2011
B.A., Finance and Real Estate
Purdue University 1998 — 2001
Environmental Geoscience
ABA Commercial Lending School
Profit Mastery University
Leadership Tomorrow 2012 — 2013
Arvest Bank May 2013 - Present
Paul Bewie Boys & Girls Club October 2013 - Present
Hot Springs Young Professionals August 2013 - Present
Iroquois Federal December 2011 - May 2013
The Private Bank And Trust Company June 2000 - December 2011
Skills
Banking, Credit Analysis, Relationship Management, Commercial Real Estate, C&I Lending, Small Business Lending, Commercial Lending, Financial Analysis, Portfolio Management, Risk Management, Underwriting, Loans, Real Estate, Mortgage Lending, Commercial Credit, Commercial Banking, Analysis, Credit, Credit Risk, Internal Credit Policy, Budget, Finance
Education
DePaul University 2007 — 2011
B.A., Finance and Real Estate
Purdue University 1998 — 2001
Environmental Geoscience
ABA Commercial Lending School
Profit Mastery University
Leadership Tomorrow 2012 — 2013
William H. Channon CFP® William H. Channon CFP®'s The Private Bank and Trust Company Experience April 2008 - Present
Job Managing Director & Senior Trust Officer at The Private Bank And Trust Company
Industry Banking
Experience
The Private Bank And Trust Company April 2008 - Present
Royal American Bank October 2001 - April 2008
First Chicago June 1985 - October 2001
Skills
Financial Planning, Investments, Wealth Management, High Net Worth..., Investment Advisory, Strategic Financial..., Risk Management, Investment Management, Estate Planning, Private Banking, Wealth Management..., Banking
Education
DePaul University 1996 — 1999
MBA, Entreprenaurship
University of Iowa 1981 — 1985
BBA, Business Administration
The Private Bank And Trust Company April 2008 - Present
Royal American Bank October 2001 - April 2008
First Chicago June 1985 - October 2001
Skills
Financial Planning, Investments, Wealth Management, High Net Worth..., Investment Advisory, Strategic Financial..., Risk Management, Investment Management, Estate Planning, Private Banking, Wealth Management..., Banking
Education
DePaul University 1996 — 1999
MBA, Entreprenaurship
University of Iowa 1981 — 1985
BBA, Business Administration
Matthew Pennington's The Private Bank and Trust Company Experience January 2010 - Present
Job
Industry Banking
Experience
The Private Bank And Trust Company January 2010 - Present
Black & Decker Corporation October 2007 - January 2010
PricewaterhouseCoopers LLP April 2004 - October 2007
Illinois Tool Works November 2001 - April 2004
Rome Associates LLP July 1998 - November 2001
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, Auditing, Accounting, Financial Analysis, Enterprise Risk..., Financial Reporting, US GAAP, Sarbanes-Oxley, Due Diligence, CPA, Risk Management, SEC filings, External Audit, GAAP, Financial Modeling, Financial Risk, Portfolio Management, Finance, Mergers & Acquisitions, Treasury Management, Strategic Financial...
Education
Miami University 1994 — 1998
1998, Accounting and Finance
Mary Institute & Saint Louis Country Day School 1988 — 1994
HS Diploma, General Studies
The Private Bank And Trust Company January 2010 - Present
Black & Decker Corporation October 2007 - January 2010
PricewaterhouseCoopers LLP April 2004 - October 2007
Illinois Tool Works November 2001 - April 2004
Rome Associates LLP July 1998 - November 2001
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, Auditing, Accounting, Financial Analysis, Enterprise Risk..., Financial Reporting, US GAAP, Sarbanes-Oxley, Due Diligence, CPA, Risk Management, SEC filings, External Audit, GAAP, Financial Modeling, Financial Risk, Portfolio Management, Finance, Mergers & Acquisitions, Treasury Management, Strategic Financial...
Education
Miami University 1994 — 1998
1998, Accounting and Finance
Mary Institute & Saint Louis Country Day School 1988 — 1994
HS Diploma, General Studies
Enrico Rodriguez Enrico Rodriguez's The Private Bank and Trust Company Experience May 2011 - May 2012
Job MSO Quality Assurance Engineer at Trustwave
Industry Computer & Network Security
Experience
Trustwave January 2015 - Present
Trustwave June 2012 - January 2015
The Private Bank And Trust Company May 2011 - May 2012
McGraw-Hill Education June 2009 - May 2010
Skills
Active Directory, Network Security, Computer Security, Security, VPN, Windows 7, Information Security, Networking, Windows, Computer Hardware, Troubleshooting, TCP/IP, Technical Support, Operating Systems, Windows XP, Help Desk Support, DNS, Microsoft Exchange, Antivirus, Application Security, Hardware, Information Technology
Education
DeVry University 2005 — 2009
Bachelor of Science (BS), Network Communications
DePaul University 2002 — 2004
Computer Science
Trustwave January 2015 - Present
Trustwave June 2012 - January 2015
The Private Bank And Trust Company May 2011 - May 2012
McGraw-Hill Education June 2009 - May 2010
Skills
Active Directory, Network Security, Computer Security, Security, VPN, Windows 7, Information Security, Networking, Windows, Computer Hardware, Troubleshooting, TCP/IP, Technical Support, Operating Systems, Windows XP, Help Desk Support, DNS, Microsoft Exchange, Antivirus, Application Security, Hardware, Information Technology
Education
DeVry University 2005 — 2009
Bachelor of Science (BS), Network Communications
DePaul University 2002 — 2004
Computer Science
Edwin Cachola Edwin Cachola's The Private Bank and Trust Company Experience June 2005 - September 2009
Job Quality Analyst at Village Bank & Trust
Industry Banking
Experience
Village Bank & Trust May 2010 - Present
The Private Bank And Trust Company June 2005 - September 2009
JPMorgan Chase May 1986 - June 2005
Education
De La Salle University 1966 — 1971
BSBA, Business Administration and Management, General
Village Bank & Trust May 2010 - Present
The Private Bank And Trust Company June 2005 - September 2009
JPMorgan Chase May 1986 - June 2005
Education
De La Salle University 1966 — 1971
BSBA, Business Administration and Management, General
Stacey Stahr Stacey Stahr's The Private Bank and Trust Company Experience August 1999 - Present
Job Associate Managing Director at The PrivateBank and Trust Company
Industry Banking
Experience
The Private Bank And Trust Company August 1999 - Present
First Midwest Bank November 1998 - August 1999
Fairfield Inn & Suites by Marriott August 1997 - October 1998
Candlelight Dinner Playhouse June 1994 - June 1997
Skills
Commercial Banking, Commercial Lending, Credit, Loans, Credit Analysis, Credit Risk, Small Business Lending, Banking, Portfolio Management, Middle Market, Mortgage Lending, Private Banking, Loan Origination, Relationship Management, Commercial Mortgages
Education
Elmhurst College
B.S., Business Administration
Queen of Peace High School
The Private Bank And Trust Company August 1999 - Present
First Midwest Bank November 1998 - August 1999
Fairfield Inn & Suites by Marriott August 1997 - October 1998
Candlelight Dinner Playhouse June 1994 - June 1997
Skills
Commercial Banking, Commercial Lending, Credit, Loans, Credit Analysis, Credit Risk, Small Business Lending, Banking, Portfolio Management, Middle Market, Mortgage Lending, Private Banking, Loan Origination, Relationship Management, Commercial Mortgages
Education
Elmhurst College
B.S., Business Administration
Queen of Peace High School
Dawn Cardin's The Private Bank and Trust Company Experience November 2013 - Present
Job Treasury Management Specialist, Associate Managing Director at The Private Bank And Trust Company
Industry Professional Training & Coaching
Experience
The Private Bank And Trust Company November 2013 - Present
The PrivateBank 2013 - 2015
The PrivateBank 2013 - 2015
The PrivateBank 2013 - 2015
The PrivateBank 2013 - 2015
Wintrust Financial Corporation November 2011 - November 2013
US Bank October 2009 - November 2011
Park National Bank October 2007 - December 2009
Park National Bank September 2005 - October 2007
Park National Bank February 2005 - September 2005
Skills
Banking, Project Planning, Loans, Consumer Lending, Team Building, Training, Commercial Banking, Leadership, Small Business Lending, Coaching, Commercial Lending, Credit, Financial Analysis, Risk Management, Strategy, Portfolio Management, Sales, Retail Banking, Customer Service, Relationship Management
Education
Purdue University 2000 — 2004
Bachelor of Arts (BA), Communication, General
The Private Bank And Trust Company November 2013 - Present
The PrivateBank 2013 - 2015
The PrivateBank 2013 - 2015
The PrivateBank 2013 - 2015
The PrivateBank 2013 - 2015
Wintrust Financial Corporation November 2011 - November 2013
US Bank October 2009 - November 2011
Park National Bank October 2007 - December 2009
Park National Bank September 2005 - October 2007
Park National Bank February 2005 - September 2005
Skills
Banking, Project Planning, Loans, Consumer Lending, Team Building, Training, Commercial Banking, Leadership, Small Business Lending, Coaching, Commercial Lending, Credit, Financial Analysis, Risk Management, Strategy, Portfolio Management, Sales, Retail Banking, Customer Service, Relationship Management
Education
Purdue University 2000 — 2004
Bachelor of Arts (BA), Communication, General
Keyur Ghayal Keyur Ghayal's The Private Bank and Trust Company Experience January 2011 - Present
Job Managing Director at The Private Bank And Trust Company
Industry Banking
Experience
The Private Bank And Trust Company January 2011 - Present
Vistage International 2010 - Present
Bank of America 2007 - 2011
LaSalle Bank 2002 - 2007
Skills
Financial Modeling, Financial Analysis, Credit Analysis, Credit, Banking, Investments, Commercial Banking, Management, Cash Management, Commercial Lending, Treasury Management, Mergers & Acquisitions, Portfolio Management, Loans, Financial Risk
Education
DePaul University
BS, Finance & Accounting
The Private Bank And Trust Company January 2011 - Present
Vistage International 2010 - Present
Bank of America 2007 - 2011
LaSalle Bank 2002 - 2007
Skills
Financial Modeling, Financial Analysis, Credit Analysis, Credit, Banking, Investments, Commercial Banking, Management, Cash Management, Commercial Lending, Treasury Management, Mergers & Acquisitions, Portfolio Management, Loans, Financial Risk
Education
DePaul University
BS, Finance & Accounting
Michael Hopton, CTP Michael Hopton, CTP's The Private Bank and Trust Company Experience October 2009 - September 2011
Job North Fulton/Gwinnett Market President, State Bank & Trust
Industry Banking
Experience
State Bank & Trust Company September 2011 - Present
The Private Bank And Trust Company October 2009 - September 2011
Georgian Bank October 2006 - November 2009
Skills
Entrepreneurship, Commercial Lending, Commercial Banking, Loans, Credit Analysis, Credit, Banking, Small Business Lending, Portfolio Management, Financial Analysis, Cash Management, Underwriting, Treasury Management, Lines Of Credit
Education
Armstrong Atlantic State University 1990 — 1994
Bachelor of Science
State Bank & Trust Company September 2011 - Present
The Private Bank And Trust Company October 2009 - September 2011
Georgian Bank October 2006 - November 2009
Skills
Entrepreneurship, Commercial Lending, Commercial Banking, Loans, Credit Analysis, Credit, Banking, Small Business Lending, Portfolio Management, Financial Analysis, Cash Management, Underwriting, Treasury Management, Lines Of Credit
Education
Armstrong Atlantic State University 1990 — 1994
Bachelor of Science
Lindsey Fahey's The Private Bank and Trust Company Experience June 2009 - January 2010
Job Associate at Jones Lang LaSalle
Industry Real Estate
Experience
Jones Lang LaSalle September 2010 - Present
General Services Administration August 2009 - September 2010
The Private Bank And Trust Company June 2009 - January 2010
Thompson Dyke & Associates May 2006 - April 2009
Village of Bolingbrook, IL May 2005 - May 2006
Skills
Real Estate Development, Leases, Real Estate, Commercial Real Estate, Corporate Real Estate, Strategic Planning, Real Estate Economics, Urban Planning, Construction, Property Management
Education
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of Arts (B.A.), Urban and Regional Planning
DePaul University
MBA, Real Estate Finance and Investment
Jones Lang LaSalle September 2010 - Present
General Services Administration August 2009 - September 2010
The Private Bank And Trust Company June 2009 - January 2010
Thompson Dyke & Associates May 2006 - April 2009
Village of Bolingbrook, IL May 2005 - May 2006
Skills
Real Estate Development, Leases, Real Estate, Commercial Real Estate, Corporate Real Estate, Strategic Planning, Real Estate Economics, Urban Planning, Construction, Property Management
Education
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of Arts (B.A.), Urban and Regional Planning
DePaul University
MBA, Real Estate Finance and Investment
Joanna Weiss Joanna Weiss's The Private Bank and Trust Company Experience September 2001 - June 2011
Job Chase Private Client Mortgage Banker | JP Morgan Chase | NMLS 230092
Industry Banking
Experience
JP Morgan Chase / Chase Private Client November 2013 - Present
Standard Bank & Trust Co. June 2011 - November 2013
The Private Bank And Trust Company September 2001 - June 2011
Advanced Equitites January 2000 - June 2000
Madison Securities April 1996 - January 2000
Skills
Mortgage Lending, Mortgage, Loans, Banking, Credit, Real Estate, Residential, VA, First Time Home Buyers, Mortgage Banking, FHA, Condos, Refinance, Loan Origination, Investment Properties, Residential Mortgages, Construction Loans, Home, Conventional, Foreclosures, Short Sales, Customer Service, Real Estate Finance, REO, Residential Homes, Commercial Lending, Portfolio Management, Real Estate Economics, Credit Analysis, Credit Risk, Reverse Mortgages, Investments, FHA financing, USDA, Commercial Mortgages, Small Business Lending, Mortgage Underwriting, Consumer Lending, VA loans, Real Estate Financing, Loss Mitigation
Education
Colorado State University 1974 — 1977
Bachelor of Arts, Humanities
Harrington College of Design
Associate's degree, Interior Design
JP Morgan Chase / Chase Private Client November 2013 - Present
Standard Bank & Trust Co. June 2011 - November 2013
The Private Bank And Trust Company September 2001 - June 2011
Advanced Equitites January 2000 - June 2000
Madison Securities April 1996 - January 2000
Skills
Mortgage Lending, Mortgage, Loans, Banking, Credit, Real Estate, Residential, VA, First Time Home Buyers, Mortgage Banking, FHA, Condos, Refinance, Loan Origination, Investment Properties, Residential Mortgages, Construction Loans, Home, Conventional, Foreclosures, Short Sales, Customer Service, Real Estate Finance, REO, Residential Homes, Commercial Lending, Portfolio Management, Real Estate Economics, Credit Analysis, Credit Risk, Reverse Mortgages, Investments, FHA financing, USDA, Commercial Mortgages, Small Business Lending, Mortgage Underwriting, Consumer Lending, VA loans, Real Estate Financing, Loss Mitigation
Education
Colorado State University 1974 — 1977
Bachelor of Arts, Humanities
Harrington College of Design
Associate's degree, Interior Design
Stephanie Koenig's The Private Bank and Trust Company Experience June 2014 - August 2014
Job Credit Analyst Intern at Monroe Capital LLC
Industry Financial Services
Experience
Monroe Capital LLC 2015 - Present
Roomsurf September 2013 - Present
The Private Bank And Trust Company June 2014 - August 2014
Skills
Teamwork, Public Speaking, Customer Service, Research, Time Management, Microsoft Excel
Education
Boston College 2012 — 2016
Monroe Capital LLC 2015 - Present
Roomsurf September 2013 - Present
The Private Bank And Trust Company June 2014 - August 2014
Skills
Teamwork, Public Speaking, Customer Service, Research, Time Management, Microsoft Excel
Education
Boston College 2012 — 2016
Matthew Anstie's The Private Bank and Trust Company Experience January 2007 - December 2007
Job Agency Owner
Industry Insurance
Experience
Michigan Farm Bureau October 2013 - Present
Farm Bureau Financial Services October 2013 - Present
State Farm January 2009 - June 2013
Western & Southern Financial 2008 - 2009
The Private Bank And Trust Company January 2007 - December 2007
UBS 2006 - 2007
Smith Barney Citigroup 2005 - 2006
Target 2000 - 2005
Skills
Sales, Management, Sales Management, Sales & Marketing..., Finance, Recruiting, Retail Sales, Store Management, New Store Openings, New Store Development, Networking, Social Networking, Training, Sales Leads, Referrals, Business Strategy, Business Planning, Microsoft Excel, PowerPoint, Microsoft Word, Access, Prospect Research, Sales Prospecting, Prospecting Skills, Finacial Management, Portfolio Management, Cold Calling, Selling
Education
University of Phoenix 2008 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Oakland University 2001 — 2006
Bachelor of Science (BS), Marketing Finance
Michigan Farm Bureau October 2013 - Present
Farm Bureau Financial Services October 2013 - Present
State Farm January 2009 - June 2013
Western & Southern Financial 2008 - 2009
The Private Bank And Trust Company January 2007 - December 2007
UBS 2006 - 2007
Smith Barney Citigroup 2005 - 2006
Target 2000 - 2005
Skills
Sales, Management, Sales Management, Sales & Marketing..., Finance, Recruiting, Retail Sales, Store Management, New Store Openings, New Store Development, Networking, Social Networking, Training, Sales Leads, Referrals, Business Strategy, Business Planning, Microsoft Excel, PowerPoint, Microsoft Word, Access, Prospect Research, Sales Prospecting, Prospecting Skills, Finacial Management, Portfolio Management, Cold Calling, Selling
Education
University of Phoenix 2008 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Oakland University 2001 — 2006
Bachelor of Science (BS), Marketing Finance
Daniel Michalski Daniel Michalski's The Private Bank and Trust Company Experience September 2006 - March 2012
Job Vice President Commercial Lending at First Midwest Bank
Industry Banking
Experience
First Midwest Bank December 2014 - Present
Great Lakes Bank, N.A. March 2012 - December 2014
The Private Bank And Trust Company September 2006 - March 2012
Archer Bank June 2004 - September 2006
First DuPage Bank September 2002 - June 2004
Merrill Lynch July 2000 - September 2002
Harris Bank December 1998 - July 2000
LaSalle Bank July 1993 - December 1998
Skills
Loans, Commercial Lending, Portfolio Management, Middle Market, Commercial Banking, Small Business Lending, Credit Analysis, Finance, Sales Management, Commercial Real Estate, Cash Management, Real Estate, Asset Based Lending, Commercial Mortgages, Credit, Banking
Education
DePaul University 1988 — 1991
Finance, Finance
First Midwest Bank December 2014 - Present
Great Lakes Bank, N.A. March 2012 - December 2014
The Private Bank And Trust Company September 2006 - March 2012
Archer Bank June 2004 - September 2006
First DuPage Bank September 2002 - June 2004
Merrill Lynch July 2000 - September 2002
Harris Bank December 1998 - July 2000
LaSalle Bank July 1993 - December 1998
Skills
Loans, Commercial Lending, Portfolio Management, Middle Market, Commercial Banking, Small Business Lending, Credit Analysis, Finance, Sales Management, Commercial Real Estate, Cash Management, Real Estate, Asset Based Lending, Commercial Mortgages, Credit, Banking
Education
DePaul University 1988 — 1991
Finance, Finance
Ray Redlingshafer's The Private Bank and Trust Company Experience July 2012 - Present
Job Investment Officer at The Private Bank And Trust Company
Industry Investment Management
Experience
The Private Bank And Trust Company July 2012 - Present
Robert W. Baird & Co. April 2010 - June 2012
MGIC June 2007 - January 2008
2004 Greenwich Adult Day Care, Inc June 2003 - August 2004
Skills
Microsoft Word, Microsoft Excel, Thompson One, Investedge, Addvantage, Fortigent, PowerPoint, Access, Outlook, Bloomberg, Financial Reporting, Financial Analysis, Trading, Series 7, Portfolio Management, Securities, Equities, Investments
Education
University of Notre Dame - Mendoza College of Business 2015 — 2017
Master’s Degree, Masters of Science in Finance
Marquette University 2005 — 2009
Bachelor's Degree, Finance
Iona Preparatory 2001 — 2005
High School
The Private Bank And Trust Company July 2012 - Present
Robert W. Baird & Co. April 2010 - June 2012
MGIC June 2007 - January 2008
2004 Greenwich Adult Day Care, Inc June 2003 - August 2004
Skills
Microsoft Word, Microsoft Excel, Thompson One, Investedge, Addvantage, Fortigent, PowerPoint, Access, Outlook, Bloomberg, Financial Reporting, Financial Analysis, Trading, Series 7, Portfolio Management, Securities, Equities, Investments
Education
University of Notre Dame - Mendoza College of Business 2015 — 2017
Master’s Degree, Masters of Science in Finance
Marquette University 2005 — 2009
Bachelor's Degree, Finance
Iona Preparatory 2001 — 2005
High School
Dena Zeman Dena Zeman's The Private Bank and Trust Company Experience February 2013 - August 2013
Job
Industry Financial Services
Experience
Wells Fargo Home Mortgage December 2013 - Present
The Private Bank And Trust Company February 2013 - August 2013
Wells Fargo Home Morgage January 2010 - February 2013
Wachovia May 2005 - January 2010
Skills
FHA, Mortgage Lending, Loan Origination, Refinance, Mortgage Banking, Loans, Residential Mortgages, VA loans, FHA financing, First Time Home Buyers, USDA, Government Loans, Non-Conforming, Real Estate, Investment Properties, Credit, Investments, Home Equity, Condos, Real Estate Financing, Foreclosures, Short Sales, Loss Mitigation, REO, Residential Homes, Single Family Homes, Investors, Underwriting, Commercial Mortgages, Sellers
Education
Arizona State University 1997 — 2002
Bachelor of Science, Tourism Marketing
Wells Fargo Home Mortgage December 2013 - Present
The Private Bank And Trust Company February 2013 - August 2013
Wells Fargo Home Morgage January 2010 - February 2013
Wachovia May 2005 - January 2010
Skills
FHA, Mortgage Lending, Loan Origination, Refinance, Mortgage Banking, Loans, Residential Mortgages, VA loans, FHA financing, First Time Home Buyers, USDA, Government Loans, Non-Conforming, Real Estate, Investment Properties, Credit, Investments, Home Equity, Condos, Real Estate Financing, Foreclosures, Short Sales, Loss Mitigation, REO, Residential Homes, Single Family Homes, Investors, Underwriting, Commercial Mortgages, Sellers
Education
Arizona State University 1997 — 2002
Bachelor of Science, Tourism Marketing
Carol Coons Carol Coons's The Private Bank and Trust Company Experience April 1997 - June 2010
Job IT Administrator at Crate & Barrel
Industry
Experience
Crate & Barrel May 2012 - Present
The Private Bank And Trust Company April 1997 - June 2010
Skills
Banking, Customer Service, Budgets, Credit, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Risk Management, Vendor Management, Leadership, Invoicing, Project Management, Finance, Accounts Payable, Data Entry, Inventory Management, Management
Education
DePaul University
Bachelor of Science (B.S.)
Glenbrook South
International Academy of Merchandising and Design
Associate's degree, Fashion/Apparel Design
Crate & Barrel May 2012 - Present
The Private Bank And Trust Company April 1997 - June 2010
Skills
Banking, Customer Service, Budgets, Credit, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Risk Management, Vendor Management, Leadership, Invoicing, Project Management, Finance, Accounts Payable, Data Entry, Inventory Management, Management
Education
DePaul University
Bachelor of Science (B.S.)
Glenbrook South
International Academy of Merchandising and Design
Associate's degree, Fashion/Apparel Design
Rusty Gilbert's The Private Bank and Trust Company Experience November 2012 - Present
Job Relationship Manager at The Private Bank
Industry Banking
Experience
The Private Bank And Trust Company November 2012 - Present
Fifth Third Bank September 2004 - November 2012
Mercantile Bank of Michigan January 2000 - June 2004
Skills
Middle Market Lending, Banking, Loans, Relation Management, Credit Analysis, Underwriting, Commercial Lending, Commercial Banking, Credit, Mortgage Lending, Portfolio Management, Small Business Lending, Relationship Management, Finance, Consumer Lending, Treasury Management, Financial Analysis
Education
Grand Valley State University 1995 — 1999
Bachelor of Business Administration (BBA), Finance
Montague High School 1991 — 1995
Diploma
The Private Bank And Trust Company November 2012 - Present
Fifth Third Bank September 2004 - November 2012
Mercantile Bank of Michigan January 2000 - June 2004
Skills
Middle Market Lending, Banking, Loans, Relation Management, Credit Analysis, Underwriting, Commercial Lending, Commercial Banking, Credit, Mortgage Lending, Portfolio Management, Small Business Lending, Relationship Management, Finance, Consumer Lending, Treasury Management, Financial Analysis
Education
Grand Valley State University 1995 — 1999
Bachelor of Business Administration (BBA), Finance
Montague High School 1991 — 1995
Diploma
Maria Lim-Miguel Maria Lim-Miguel's The Private Bank and Trust Company Experience June 2009 - Present
Job Associate Managing Director The Private Bank
Industry Financial Services
Experience
The Private Bank And Trust Company June 2009 - Present
Bank of America June 1997 - 2009
LaSalle Bank August 1998 - November 1999
LaSalle Bank May 1997 - July 1998
Skills
Treasury Management, Banking, Financial Analysis, Commercial Banking, Middle Market, Cash Management, Loans, Commercial Lending, Portfolio Management, ACH, Relationship Management, Internet Banking, Payments, Financial Risk, Finance, Retail Banking, Small Business Lending, Risk Management, Operational Risk, Financial Services, Treasury Services, Management, Accounting, Credit, Credit Risk, Investments, Credit Analysis, Mortgage Lending, Underwriting, Operational Risk..., Financial Modeling
Education
Keller Graduate School of Management of DeVry University 2008 — 2009
MBA, Finance
DeVry University 2006 — 2007
Bachelors, Business Administration focus in Accounting
The Private Bank And Trust Company June 2009 - Present
Bank of America June 1997 - 2009
LaSalle Bank August 1998 - November 1999
LaSalle Bank May 1997 - July 1998
Skills
Treasury Management, Banking, Financial Analysis, Commercial Banking, Middle Market, Cash Management, Loans, Commercial Lending, Portfolio Management, ACH, Relationship Management, Internet Banking, Payments, Financial Risk, Finance, Retail Banking, Small Business Lending, Risk Management, Operational Risk, Financial Services, Treasury Services, Management, Accounting, Credit, Credit Risk, Investments, Credit Analysis, Mortgage Lending, Underwriting, Operational Risk..., Financial Modeling
Education
Keller Graduate School of Management of DeVry University 2008 — 2009
MBA, Finance
DeVry University 2006 — 2007
Bachelors, Business Administration focus in Accounting
Alexandra Skinner Alexandra Skinner's The Private Bank and Trust Company Experience April 2011 - July 2011
Job SharePoint Developer
Industry Information Technology and Services
Experience
IT consultant Self Employed September 2004 - Present
DBA Clarity Bounce June 2012 - December 2012
Dance Safe January 2012 - June 2012
Greyhound Lines, Inc. August 2011 - December 2011
The Private Bank And Trust Company April 2011 - July 2011
Freelance SharePoint cosultant and developer September 2006 - May 2010
Skills
SharePoint, .NET, C#, Office 365, Microsoft SQL Server, Powershell, Workflow Applications, Windows Azure, User Defined Functions, Custom Web Parts, Event Receivers, Databases, Web Parts, Schemas, Event Handling, Distributed Caching, Server Side, Microsoft Office..., SharePoint Designer, InfoPath, ASP.NET, Visual Studio, ADO.NET, Visio, VB.NET, VBScript, VSS, IIS, TFS, Business Intelligence, Microsoft Technologies, T-SQL, HTML, Open XML, SOAP, AJAX Frameworks, Interop, XQuery, jQuery UI, CAML, LINQ, XPath, XForms, jQuery, Application..., Web Development, SDLC, AppFabric, Web Applications, Testing
Education
MCSD/MCSE 2010 — 2015
Microsoft Certified Solutions Developer: SharePoint Applications, SharePoint
Lake Forest College 2004 — 2010
Bachelor of Liberal Arts, Philosophy
IT consultant Self Employed September 2004 - Present
DBA Clarity Bounce June 2012 - December 2012
Dance Safe January 2012 - June 2012
Greyhound Lines, Inc. August 2011 - December 2011
The Private Bank And Trust Company April 2011 - July 2011
Freelance SharePoint cosultant and developer September 2006 - May 2010
Skills
SharePoint, .NET, C#, Office 365, Microsoft SQL Server, Powershell, Workflow Applications, Windows Azure, User Defined Functions, Custom Web Parts, Event Receivers, Databases, Web Parts, Schemas, Event Handling, Distributed Caching, Server Side, Microsoft Office..., SharePoint Designer, InfoPath, ASP.NET, Visual Studio, ADO.NET, Visio, VB.NET, VBScript, VSS, IIS, TFS, Business Intelligence, Microsoft Technologies, T-SQL, HTML, Open XML, SOAP, AJAX Frameworks, Interop, XQuery, jQuery UI, CAML, LINQ, XPath, XForms, jQuery, Application..., Web Development, SDLC, AppFabric, Web Applications, Testing
Education
MCSD/MCSE 2010 — 2015
Microsoft Certified Solutions Developer: SharePoint Applications, SharePoint
Lake Forest College 2004 — 2010
Bachelor of Liberal Arts, Philosophy
Kevin Maung Kevin Maung's The Private Bank and Trust Company Experience December 2009 - December 2011
Job Assistant Manager Space Management at Sears Holdings Corporation
Industry Retail
Experience
Sears Holdings Corporation September 2014 - Present
Sears Holdings Corporation July 2013 - August 2014
Sears Holdings Corporation December 2012 - June 2013
Sears Holdings Corporation December 2011 - November 2012
The Private Bank And Trust Company December 2009 - December 2011
CarMax March 2007 - December 2009
Skills
Data Analysis, Access, Visio, Analysis, Microsoft Excel, JDA, SharePoint, Spectra, Nielsen Data, SQL, VBA, Business Intelligence, SDLC, Process Improvement, Financial Modeling, Banking, Visual Basic, Floor Plans, MS Project, Forecasting, Financial Analysis, Outlook, C++, HTML, Relational Databases, Database Administration, Market Intelligence, Windows 7, PowerPoint, Microsoft Word, Microsoft Power Point, Microsoft Visio, Microsoft Sharepoint, Microsoft Windows 95/98, Microsoft Windows 7, IBS, Moody's Risk Analyst, FIS, Alex Reporting, JDA Space Planning, JDA Floor Planning, JDA Space Automation, Alfresco, Tableau, Teradata, Oracle, JDA Data Manager, Management, Analytics
Education
DePaul University 2009 — 2011
Master of Science, Business Information Technology
Roosevelt University 2005 — 2007
BA, Business/ Finance
Sears Holdings Corporation September 2014 - Present
Sears Holdings Corporation July 2013 - August 2014
Sears Holdings Corporation December 2012 - June 2013
Sears Holdings Corporation December 2011 - November 2012
The Private Bank And Trust Company December 2009 - December 2011
CarMax March 2007 - December 2009
Skills
Data Analysis, Access, Visio, Analysis, Microsoft Excel, JDA, SharePoint, Spectra, Nielsen Data, SQL, VBA, Business Intelligence, SDLC, Process Improvement, Financial Modeling, Banking, Visual Basic, Floor Plans, MS Project, Forecasting, Financial Analysis, Outlook, C++, HTML, Relational Databases, Database Administration, Market Intelligence, Windows 7, PowerPoint, Microsoft Word, Microsoft Power Point, Microsoft Visio, Microsoft Sharepoint, Microsoft Windows 95/98, Microsoft Windows 7, IBS, Moody's Risk Analyst, FIS, Alex Reporting, JDA Space Planning, JDA Floor Planning, JDA Space Automation, Alfresco, Tableau, Teradata, Oracle, JDA Data Manager, Management, Analytics
Education
DePaul University 2009 — 2011
Master of Science, Business Information Technology
Roosevelt University 2005 — 2007
BA, Business/ Finance
Paul J. Galeski, P.E., CAP Paul J. Galeski, P.E., CAP's The Private Bank and Trust Company Experience April 2013 - Present
Job Chairman & CEO, MAVERICK Technologies, LLC
Industry Industrial Automation
Experience
MAVERICK Technologies November 1999 - Present
International Society of Automation (ISA) January 1985 - Present
Southern Illinois University Edwardsville January 1999 - Present
The Private Bank And Trust Company April 2013 - Present
CSIA February 1996 - Present
IEEE January 1982 - Present
Young Presidents' Organization August 1995 - May 2013
Southwest Bank a M&I Bank January 1997 - December 2009
MAGNUM Technologies November 1989 - February 1999
Anheuser-Busch 1986 - 1990
Skills
Process Automation, DCS Migration, Mergers & Acquisitions, Strategic Planning, Entrepreneurship, Engineering Management, Electrical Engineering, Industrial due diligence, Expert Witness Services, Technology Integration, DCS, Control Systems Design, Industrial Engineering, Product Development, Due Diligence, Integration, Mergers, Start-ups, Manufacturing, Leadership, Sensors, Engineering, Project Management, Product Management, PLC, Electronics, Process Optimization, Strategy, Process Control, Business Strategy, Automation, Process Engineering, Six Sigma, Process Improvement, Instrumentation, Management Consulting, Energy, Team Building, International Business, SCADA, Executive Management, Project Engineering, Commissioning, Strategic Thinking, Control Theory, Strategic Partnerships, Power Generation, Contract Negotiation, Electricians, Factory
Education
Harvard Business School 1999 — 2007
Southern Illinois University, Edwardsville 1978 — 1983
BS
Belleville East High School 1974 — 1978
MAVERICK Technologies November 1999 - Present
International Society of Automation (ISA) January 1985 - Present
Southern Illinois University Edwardsville January 1999 - Present
The Private Bank And Trust Company April 2013 - Present
CSIA February 1996 - Present
IEEE January 1982 - Present
Young Presidents' Organization August 1995 - May 2013
Southwest Bank a M&I Bank January 1997 - December 2009
MAGNUM Technologies November 1989 - February 1999
Anheuser-Busch 1986 - 1990
Skills
Process Automation, DCS Migration, Mergers & Acquisitions, Strategic Planning, Entrepreneurship, Engineering Management, Electrical Engineering, Industrial due diligence, Expert Witness Services, Technology Integration, DCS, Control Systems Design, Industrial Engineering, Product Development, Due Diligence, Integration, Mergers, Start-ups, Manufacturing, Leadership, Sensors, Engineering, Project Management, Product Management, PLC, Electronics, Process Optimization, Strategy, Process Control, Business Strategy, Automation, Process Engineering, Six Sigma, Process Improvement, Instrumentation, Management Consulting, Energy, Team Building, International Business, SCADA, Executive Management, Project Engineering, Commissioning, Strategic Thinking, Control Theory, Strategic Partnerships, Power Generation, Contract Negotiation, Electricians, Factory
Education
Harvard Business School 1999 — 2007
Southern Illinois University, Edwardsville 1978 — 1983
BS
Belleville East High School 1974 — 1978
Joel Seiboldt Joel Seiboldt's The Private Bank and Trust Company Experience August 2010 - Present
Job Managing Director at The Private Bank And Trust Company
Industry Investment Management
Experience
The Private Bank And Trust Company August 2010 - Present
JPMorgan Asset Management May 2005 - July 2010
JP Morgan May 2005 - July 2010
JPMorgan 1999 - 2009
The First National Bank of Chicago 1981 - 1998
Skills
Trust Administration, Portfolio Management, Specialty Asset..., Asset Management, Hedge Funds, Investments, Alternative Investments, Wealth Management, Asset Allocation, Equities, Fixed Income, Asset Managment, Leadership, Estate Planning, Securities, Management, Series 7, Risk Management, Due Diligence, Financial Analysis, Private Equity, Investment Advisory..., Mutual Funds, Investment Management, Commercial Real Estate, Banking, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1985
Masters, Business Administration
University of Illinois at Urbana-Champaign 1977 — 1981
Bachelor of Science, Agricultural Economics
The Private Bank And Trust Company August 2010 - Present
JPMorgan Asset Management May 2005 - July 2010
JP Morgan May 2005 - July 2010
JPMorgan 1999 - 2009
The First National Bank of Chicago 1981 - 1998
Skills
Trust Administration, Portfolio Management, Specialty Asset..., Asset Management, Hedge Funds, Investments, Alternative Investments, Wealth Management, Asset Allocation, Equities, Fixed Income, Asset Managment, Leadership, Estate Planning, Securities, Management, Series 7, Risk Management, Due Diligence, Financial Analysis, Private Equity, Investment Advisory..., Mutual Funds, Investment Management, Commercial Real Estate, Banking, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1985
Masters, Business Administration
University of Illinois at Urbana-Champaign 1977 — 1981
Bachelor of Science, Agricultural Economics
Rod Murray Rod Murray's The Private Bank and Trust Company Experience October 2007 - May 2010
Job Group Senior Vice President at Associated Bank
Industry Banking
Experience
Associated Bank May 2010 - Present
The Private Bank And Trust Company October 2007 - May 2010
LaSalle Bank October 1999 - October 2007
Harris Bank 1993 - 1999
Skills
Commercial Lending, Commercial Banking, Loans, Underwriting, Credit, Credit Analysis, New Business Development, Budgets, Project Management, Client Relations Skills, Relationship Management, Executive Management, Leadership Development, Team Management, Leadership, Banking, Treasury Management, Portfolio Management, Geographic Expansion, Middle Market, Tax Liens, Leveraged Finance, Marketing Strategy, Recruiting, Non-profit Board..., Finance, Financial Analysis
Education
Illinois State University 1985 — 1989
Bachelor of Science, Business Management
Associated Bank May 2010 - Present
The Private Bank And Trust Company October 2007 - May 2010
LaSalle Bank October 1999 - October 2007
Harris Bank 1993 - 1999
Skills
Commercial Lending, Commercial Banking, Loans, Underwriting, Credit, Credit Analysis, New Business Development, Budgets, Project Management, Client Relations Skills, Relationship Management, Executive Management, Leadership Development, Team Management, Leadership, Banking, Treasury Management, Portfolio Management, Geographic Expansion, Middle Market, Tax Liens, Leveraged Finance, Marketing Strategy, Recruiting, Non-profit Board..., Finance, Financial Analysis
Education
Illinois State University 1985 — 1989
Bachelor of Science, Business Management
Elizabeth Nemeth Elizabeth Nemeth's The Private Bank and Trust Company Experience 2011 - Present
Job Associate General Counsel at The Private Bank And Trust Company
Industry Legal Services
Experience
The Private Bank And Trust Company 2011 - Present
Ulmer & Berne LLP 2010 - 2011
General Electric 2008 - 2008
Winston & Strawn LLP 1997 - 2007
Skills
Mergers, Corporate Governance, Corporate Finance, Compliance, Securities Law, Executive Compensation, Securities Disclosure, Securities Regulation, Executive Pay, Mergers & Acquisitions, Litigation, Equities, Employee Benefits, Finance, Corporate Law, Due Diligence, International Law, Private Equity, Securities
Education
Northwestern University School of Law 1994 — 1997
JD, Corporate Law Concentration
University of Illinois at Urbana-Champaign - College of Business 1991 — 1994
BS, Finance
The Private Bank And Trust Company 2011 - Present
Ulmer & Berne LLP 2010 - 2011
General Electric 2008 - 2008
Winston & Strawn LLP 1997 - 2007
Skills
Mergers, Corporate Governance, Corporate Finance, Compliance, Securities Law, Executive Compensation, Securities Disclosure, Securities Regulation, Executive Pay, Mergers & Acquisitions, Litigation, Equities, Employee Benefits, Finance, Corporate Law, Due Diligence, International Law, Private Equity, Securities
Education
Northwestern University School of Law 1994 — 1997
JD, Corporate Law Concentration
University of Illinois at Urbana-Champaign - College of Business 1991 — 1994
BS, Finance
Nichole Smith Nichole Smith's The Private Bank and Trust Company Experience March 2000 - December 2007
Job Vice President Business Banker at PNC
Industry Banking
Experience
PNC February 2014 - Present
Lotus Bank February 2013 - February 2014
Clarkston State Bank January 2008 - February 2013
The Private Bank And Trust Company March 2000 - December 2007
Crestmark Bank September 1995 - March 2000
Franklin Bank 1990 - 1992
Skills
Small Business Lending, Commercial Lending, Loans, Consumer Lending, Banking, Credit Analysis, Loan Origination, Commercial Banking, Credit, Commercial Mortgages, Mortgage Lending, Portfolio Management, Retail Banking, Sales, Underwriting
Education
Baker College Business and Corporate Services
Bachelor of Business Administration, Human Resource Management
Northern Michigan University
PNC February 2014 - Present
Lotus Bank February 2013 - February 2014
Clarkston State Bank January 2008 - February 2013
The Private Bank And Trust Company March 2000 - December 2007
Crestmark Bank September 1995 - March 2000
Franklin Bank 1990 - 1992
Skills
Small Business Lending, Commercial Lending, Loans, Consumer Lending, Banking, Credit Analysis, Loan Origination, Commercial Banking, Credit, Commercial Mortgages, Mortgage Lending, Portfolio Management, Retail Banking, Sales, Underwriting
Education
Baker College Business and Corporate Services
Bachelor of Business Administration, Human Resource Management
Northern Michigan University
Joelle Fleurimont Joelle Fleurimont's The Private Bank and Trust Company Experience December 2013 - Present
Job Commercial Banking at The Private Bank And Trust Company
Industry Banking
Experience
The Private Bank And Trust Company December 2013 - Present
Private December 2006 - Present
Bank of America Merrill Lynch January 2005 - December 2013
Bank One 1900 - 1901
Skills
Public Speaking, Fundraising, Sales, Team Building, Customer Service, Social Networking, Blogging, Coaching, Recruiting, Financial Analysis, Marketing, Strategic Planning, Training
Education
The Soma Institute 2006 — 2007
Certified Therapist
DePaul University
Business
The Private Bank And Trust Company December 2013 - Present
Private December 2006 - Present
Bank of America Merrill Lynch January 2005 - December 2013
Bank One 1900 - 1901
Skills
Public Speaking, Fundraising, Sales, Team Building, Customer Service, Social Networking, Blogging, Coaching, Recruiting, Financial Analysis, Marketing, Strategic Planning, Training
Education
The Soma Institute 2006 — 2007
Certified Therapist
DePaul University
Business
Gigi Goryl, CPA Gigi Goryl, CPA's The Private Bank and Trust Company Experience 2002 - 2010
Job
Industry Information Technology and Services
Experience
itelligence North America May 2011 - Present
The Glenture Group, LLC 2010 - 2011
The Private Bank And Trust Company 2002 - 2010
Skills
SAP BPC, Forecasting, EPM, Consolidation, Financial Reporting, Outlooksoft, Training, CPA, Application Design, Application Development, Software Development, Finance, Corporate Finance, Corporate FP&A, Accounting
Education
Keller Graduate School of Management 2007 — 2008
Master's Degree, Accounting and Financial Management
Benedictine University 2001 — 2004
Bachelor of Science (B.S.), Mathematics
itelligence North America May 2011 - Present
The Glenture Group, LLC 2010 - 2011
The Private Bank And Trust Company 2002 - 2010
Skills
SAP BPC, Forecasting, EPM, Consolidation, Financial Reporting, Outlooksoft, Training, CPA, Application Design, Application Development, Software Development, Finance, Corporate Finance, Corporate FP&A, Accounting
Education
Keller Graduate School of Management 2007 — 2008
Master's Degree, Accounting and Financial Management
Benedictine University 2001 — 2004
Bachelor of Science (B.S.), Mathematics
Daniel Bagus, M.B.A.'s The Private Bank and Trust Company Experience July 2012 - March 2014
Job Senior Manager Business Services, Enterprise Risk Governance
Industry Financial Services
Experience
BMO Harris Bank March 2014 - Present
The Private Bank And Trust Company July 2012 - March 2014
Paradigm Partners July 2010 - December 2013
Recovery Solutions March 2006 - July 2010
Devon Bank December 2003 - March 2006
First Bank of The Americas January 2002 - December 2003
Office of Thrift Supervision / Federal Home Loan Bank, Chicago July 1984 - January 2002
Skills
Vendor Management, Banking, Mergers & Acquisitions, Start-ups, Analysis, Process Improvement, Strategic Planning, Negotiation, Business Development, Business Planning, Finance, Financial Analysis, Program Management, Team Leadership, New Business Development, Executive Management, Risk Management, Team Building, Management Consulting, Business Strategy, Policy, Budgets, Contract Negotiation, Customer Service, Training, Cross-functional Team..., Investments, P&L Management, Compliance, Forecasting, Budgeting, Mergers, Customer Relations, Cost Reduction, Vendor Relations, Account Management, Change Management, Problem Solving, Organizational..., anit-money laundering, BSA/AML, Mentoring, Management, Leadership, Strategy, Financial Services, Financial Risk, Due Diligence, CRM, Sales
Education
Quinlan School of Business, Loyola University Chicago 1987 — 1989
MBA, Finance
Eastern Illinois University 1979 — 1982
Bachelor of Arts, Economics, Finance
BMO Harris Bank March 2014 - Present
The Private Bank And Trust Company July 2012 - March 2014
Paradigm Partners July 2010 - December 2013
Recovery Solutions March 2006 - July 2010
Devon Bank December 2003 - March 2006
First Bank of The Americas January 2002 - December 2003
Office of Thrift Supervision / Federal Home Loan Bank, Chicago July 1984 - January 2002
Skills
Vendor Management, Banking, Mergers & Acquisitions, Start-ups, Analysis, Process Improvement, Strategic Planning, Negotiation, Business Development, Business Planning, Finance, Financial Analysis, Program Management, Team Leadership, New Business Development, Executive Management, Risk Management, Team Building, Management Consulting, Business Strategy, Policy, Budgets, Contract Negotiation, Customer Service, Training, Cross-functional Team..., Investments, P&L Management, Compliance, Forecasting, Budgeting, Mergers, Customer Relations, Cost Reduction, Vendor Relations, Account Management, Change Management, Problem Solving, Organizational..., anit-money laundering, BSA/AML, Mentoring, Management, Leadership, Strategy, Financial Services, Financial Risk, Due Diligence, CRM, Sales
Education
Quinlan School of Business, Loyola University Chicago 1987 — 1989
MBA, Finance
Eastern Illinois University 1979 — 1982
Bachelor of Arts, Economics, Finance
Jennifer Guerri's The Private Bank and Trust Company Experience January 2005 - March 2014
Job VP Private Client Advisor at Sterling Bank
Industry Banking
Experience
Sterling Bank - Missouri August 2015 - Present
American Midwest Bank April 2014 - August 2015
The Private Bank And Trust Company January 2005 - March 2014
Harris BankConsumer Lending Center July 2002 - January 2005
Consumer Loan Utility September 2000 - July 2002
Harris Bank Naperville September 1997 - September 2000
Skills
Banking, Credit, Commercial Lending, Loans, Commercial Banking, Treasury Management, Mortgage Lending, Credit Analysis, Small Business Lending, Management, Private Banking, Credit Risk, Consumer Lending
Education
DePaul University
B.A, Business
Waubonsie Valley High School
Sterling Bank - Missouri August 2015 - Present
American Midwest Bank April 2014 - August 2015
The Private Bank And Trust Company January 2005 - March 2014
Harris BankConsumer Lending Center July 2002 - January 2005
Consumer Loan Utility September 2000 - July 2002
Harris Bank Naperville September 1997 - September 2000
Skills
Banking, Credit, Commercial Lending, Loans, Commercial Banking, Treasury Management, Mortgage Lending, Credit Analysis, Small Business Lending, Management, Private Banking, Credit Risk, Consumer Lending
Education
DePaul University
B.A, Business
Waubonsie Valley High School
Joshua Vollmer's The Private Bank and Trust Company Experience May 2011 - August 2011
Job Management Consultant at PwC
Industry Financial Services
Experience
PwC 2012 - Present
The Private Bank And Trust Company May 2011 - August 2011
Skills
Financial Analysis, Management Consulting, Financial Reporting, Business Analysis, Business Strategy, PowerPoint, Microsoft Office, Economics, Bloomberg, Asset Management, Budgets, Public Speaking, Marketing, Microsoft Excel, Data Analysis, Microsoft Word, Project Management, Investments, Process Improvement, Teamwork, Business Process..., Strategy
Education
Indiana University - Kelley School of Business 2008 — 2012
Business Economics & Public Policy, Business Economics and Public Policy Analysis
PwC 2012 - Present
The Private Bank And Trust Company May 2011 - August 2011
Skills
Financial Analysis, Management Consulting, Financial Reporting, Business Analysis, Business Strategy, PowerPoint, Microsoft Office, Economics, Bloomberg, Asset Management, Budgets, Public Speaking, Marketing, Microsoft Excel, Data Analysis, Microsoft Word, Project Management, Investments, Process Improvement, Teamwork, Business Process..., Strategy
Education
Indiana University - Kelley School of Business 2008 — 2012
Business Economics & Public Policy, Business Economics and Public Policy Analysis
Anissa Rusthoven's The Private Bank and Trust Company Experience
Job Managing Director at The Private Bank And Trust Company
Industry Banking
Experience
The Private Bank And Trust Company
Skills
Banking, Credit, Loans, Portfolio Management, Credit Analysis, Credit Risk, Risk Management, Financial Analysis, Mortgage Lending, Consumer Lending, Loan Origination, Cash Management, Financial Risk
Education
Robert Morris College 2007 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Governors State University 1996 — 2001
Bachelor of Arts (B.A.), Criminal Justice and Corrections
The Private Bank And Trust Company
Skills
Banking, Credit, Loans, Portfolio Management, Credit Analysis, Credit Risk, Risk Management, Financial Analysis, Mortgage Lending, Consumer Lending, Loan Origination, Cash Management, Financial Risk
Education
Robert Morris College 2007 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Governors State University 1996 — 2001
Bachelor of Arts (B.A.), Criminal Justice and Corrections
Elizabeth Stoneman's The Private Bank and Trust Company Experience January 2009 - March 2011
Job Regional Sales Director at CoreSource
Industry Insurance
Experience
CoreSource November 2013 - Present
Humana March 2011 - November 2013
The Private Bank And Trust Company January 2009 - March 2011
The Private Bank And Trust Company October 2007 - January 2009
Skills
Insurance, Health Insurance, Employee Benefits, Underwriting, Managed Care, Disability Insurance, Life Insurance, Medicare, Brokers, Term Life Insurance, Customer Service, Sales, Benefits Administration, Workers Compensation, Long-term Care
Education
Calvary Bible College and Theological Seminary 2004 — 2007
Bachelor of Science (B.S.), Counseling Psychology
Missouri Valley College 2002 — 2004
Psychology
CoreSource November 2013 - Present
Humana March 2011 - November 2013
The Private Bank And Trust Company January 2009 - March 2011
The Private Bank And Trust Company October 2007 - January 2009
Skills
Insurance, Health Insurance, Employee Benefits, Underwriting, Managed Care, Disability Insurance, Life Insurance, Medicare, Brokers, Term Life Insurance, Customer Service, Sales, Benefits Administration, Workers Compensation, Long-term Care
Education
Calvary Bible College and Theological Seminary 2004 — 2007
Bachelor of Science (B.S.), Counseling Psychology
Missouri Valley College 2002 — 2004
Psychology
Jeff Groenewold Jeff Groenewold's The Private Bank and Trust Company Experience December 2012 - Present
Job Officer at The Private Bank And Trust Company
Industry Banking
Experience
The Private Bank And Trust Company December 2012 - Present
The Private Bank And Trust Company July 2011 - December 2012
Harris Bank September 2010 - December 2010
FIS June 2010 - August 2010
Bulls/Sox Training Academy June 2008 - August 2009
Skills
Financial Analysis, Credit Underwriting, Microsoft Excel, Risk Management, Financial Forecasting, Microsoft Office, Inventory Management, Market Risk, Economics
Education
Quinlan School of Business, Loyola University of Chicago 2012 — 2015
Master of Business Administration (MBA), Management, Entrepreneurship, 3.9/4.0
Calvin College 2007 — 2011
Bachelor's Degree, Finance, Operations, Economics, 3.63/4.0
Timothy Christian High School 2003 — 2007
The Private Bank And Trust Company December 2012 - Present
The Private Bank And Trust Company July 2011 - December 2012
Harris Bank September 2010 - December 2010
FIS June 2010 - August 2010
Bulls/Sox Training Academy June 2008 - August 2009
Skills
Financial Analysis, Credit Underwriting, Microsoft Excel, Risk Management, Financial Forecasting, Microsoft Office, Inventory Management, Market Risk, Economics
Education
Quinlan School of Business, Loyola University of Chicago 2012 — 2015
Master of Business Administration (MBA), Management, Entrepreneurship, 3.9/4.0
Calvin College 2007 — 2011
Bachelor's Degree, Finance, Operations, Economics, 3.63/4.0
Timothy Christian High School 2003 — 2007
Tessa Peteete's The Private Bank and Trust Company Experience May 2010 - August 2010
Job Director of Operations
Industry Hospital & Health Care
Experience
Generations Neurosurgery July 2013 - Present
SeaCrest Wealth Management November 2012 - May 2013
The DoubleTree Hotel January 2011 - October 2012
Merrill Lynch September 2011 - December 2011
The Private Bank And Trust Company May 2010 - August 2010
Fermilab May 2008 - September 2008
University of Cambridge May 2007 - August 2007
Skills
Conversational in French, 93rd Percentile in ETS..., NASBITE Certified..., Proficient in Excel..., Experience with GRETL..., Microsoft Excel, PowerPoint, Statistics, French, Microsoft Office, Microsoft Word, Economics, Research, Investments
Education
College of Charleston 2008 — 2012
Bachelor’s Degree, Economics; International Business
Ecole de Management de Strasbourg 2010 — 2011
Study Abroad opportunity to complete requirements of International Business Degree, French Studies, Economics of the European Union
Generations Neurosurgery July 2013 - Present
SeaCrest Wealth Management November 2012 - May 2013
The DoubleTree Hotel January 2011 - October 2012
Merrill Lynch September 2011 - December 2011
The Private Bank And Trust Company May 2010 - August 2010
Fermilab May 2008 - September 2008
University of Cambridge May 2007 - August 2007
Skills
Conversational in French, 93rd Percentile in ETS..., NASBITE Certified..., Proficient in Excel..., Experience with GRETL..., Microsoft Excel, PowerPoint, Statistics, French, Microsoft Office, Microsoft Word, Economics, Research, Investments
Education
College of Charleston 2008 — 2012
Bachelor’s Degree, Economics; International Business
Ecole de Management de Strasbourg 2010 — 2011
Study Abroad opportunity to complete requirements of International Business Degree, French Studies, Economics of the European Union
Marcus Harris Marcus Harris's The Private Bank and Trust Company Experience September 2010 - Present
Job Associate Managing Director at The Private Bank And Trust Company
Industry Banking
Experience
The Private Bank And Trust Company September 2010 - Present
First Midwest Bank July 2007 - September 2010
Skills
Commercial Banking, Commercial Real Estate, Real Estate Financing, Debt Restructuring, Loan Work-outs, OREO, Negotiation, Loan Modifications, Market Analysis
Education
DePaul University 2010 — 2013
Master of Business Administration (M.B.A.), Real Estate Finance and Investment
Augustana College, Rock Island, Illinois 2003 — 2007
Bachelor of Science (BS), Finance, General
The Private Bank And Trust Company September 2010 - Present
First Midwest Bank July 2007 - September 2010
Skills
Commercial Banking, Commercial Real Estate, Real Estate Financing, Debt Restructuring, Loan Work-outs, OREO, Negotiation, Loan Modifications, Market Analysis
Education
DePaul University 2010 — 2013
Master of Business Administration (M.B.A.), Real Estate Finance and Investment
Augustana College, Rock Island, Illinois 2003 — 2007
Bachelor of Science (BS), Finance, General
Andrew Thornton, MBA Andrew Thornton, MBA's The Private Bank and Trust Company Experience 2008 - 2009
Job Financial Services Professonal at New York Life Insurance Company
Industry Insurance
Experience
Preservation Chicago January 2015 - Present
New York Life Insurance Company September 2014 - Present
The Private Bank And Trust Company 2008 - 2009
Cole Taylor Bank November 2004 - November 2008
National City Bank 2004 - 2005
Northern Trust May 1993 - May 2003
Norwegian Cruise Line 1984 - 1991
Skills
Commercial Lending, Commercial Banking, Finance, Due Diligence, Loans, Investments, Credit, Credit Analysis, Banking, Portfolio Management, Mortgage Lending, Underwriting, Management, Wealth Management, Cash Management, Financial Services, Retirement, Risk Management, Insurance, Financial Analysis
Education
Barry University 1989 — 1991
Master of Business Administration (MBA)
Glenbrook North
St. Norbert
University of Wisconsin-La Crosse
Bachelor of Science (BS)
Winona State University
Preservation Chicago January 2015 - Present
New York Life Insurance Company September 2014 - Present
The Private Bank And Trust Company 2008 - 2009
Cole Taylor Bank November 2004 - November 2008
National City Bank 2004 - 2005
Northern Trust May 1993 - May 2003
Norwegian Cruise Line 1984 - 1991
Skills
Commercial Lending, Commercial Banking, Finance, Due Diligence, Loans, Investments, Credit, Credit Analysis, Banking, Portfolio Management, Mortgage Lending, Underwriting, Management, Wealth Management, Cash Management, Financial Services, Retirement, Risk Management, Insurance, Financial Analysis
Education
Barry University 1989 — 1991
Master of Business Administration (MBA)
Glenbrook North
St. Norbert
University of Wisconsin-La Crosse
Bachelor of Science (BS)
Winona State University
David Vande Ven David Vande Ven's The Private Bank and Trust Company Experience December 2007 - Present
Job Managing Director at The Private Bank And Trust Company
Industry Banking
Experience
The Private Bank And Trust Company December 2007 - Present
LaSalle Bank February 2000 - December 2007
Skills
Credit Analysis, Commercial Banking, Portfolio Management, Credit, Commercial Lending, Asset Based Lending, Loans, Banking, Management, Underwriting, Credit Risk, Mergers & Acquisitions, Treasury Management, Financial Analysis, Due Diligence, Finance, Financial Modeling, Corporate Finance, Strategic Planning, Risk Management, Investments, Valuation, Private Equity
Education
Lindenwood University 1991 — 1994
BA, Business Administration - Sales and Marketing
The Private Bank And Trust Company December 2007 - Present
LaSalle Bank February 2000 - December 2007
Skills
Credit Analysis, Commercial Banking, Portfolio Management, Credit, Commercial Lending, Asset Based Lending, Loans, Banking, Management, Underwriting, Credit Risk, Mergers & Acquisitions, Treasury Management, Financial Analysis, Due Diligence, Finance, Financial Modeling, Corporate Finance, Strategic Planning, Risk Management, Investments, Valuation, Private Equity
Education
Lindenwood University 1991 — 1994
BA, Business Administration - Sales and Marketing
Barry Marlin Barry Marlin's The Private Bank and Trust Company Experience November 2007 - April 2014
Job Vice President Commercial Banking Relationship Manager at Hamilton State Bank
Industry Banking
Experience
Hamilton State Bank April 2014 - Present
The Private Bank And Trust Company November 2007 - April 2014
Bank of America October 1998 - November 2007
Skills
Commercial Lending, Small Business Lending, Consumer Lending, Commercial Banking, Loans, Credit Analysis, SBA, Credit, Loan Origination, Mortgage Banking, Mortgage Lending, Banking, Refinance, Private Banking, Residential Mortgages, Deposits, Underwriting, Portfolio Management, Finance, Asset Management, Cash Management, Financial Analysis, Investment Properties, Financial Risk, Real Estate Financing, Wealth Management..., Corporate Finance, Cash Flow, Asset Based Lending, Mergers & Acquisitions, Cash Flow Lending, Commercial Mortgages, Retail Banking, Cross Selling, Executive Management, Wealth Management, Lines Of Credit, Funding, Capital Markets, Real Estate Economics, Real Estate, Strategic Financial..., Construction Loans, Financial Statement..., Commercial Real Estate, Risk Management, Relationship Management, Credit Risk, Small Business, Financial Modeling
Education
Middle Tennessee State University 1991 — 1995
BS, Business Administration
Hamilton State Bank April 2014 - Present
The Private Bank And Trust Company November 2007 - April 2014
Bank of America October 1998 - November 2007
Skills
Commercial Lending, Small Business Lending, Consumer Lending, Commercial Banking, Loans, Credit Analysis, SBA, Credit, Loan Origination, Mortgage Banking, Mortgage Lending, Banking, Refinance, Private Banking, Residential Mortgages, Deposits, Underwriting, Portfolio Management, Finance, Asset Management, Cash Management, Financial Analysis, Investment Properties, Financial Risk, Real Estate Financing, Wealth Management..., Corporate Finance, Cash Flow, Asset Based Lending, Mergers & Acquisitions, Cash Flow Lending, Commercial Mortgages, Retail Banking, Cross Selling, Executive Management, Wealth Management, Lines Of Credit, Funding, Capital Markets, Real Estate Economics, Real Estate, Strategic Financial..., Construction Loans, Financial Statement..., Commercial Real Estate, Risk Management, Relationship Management, Credit Risk, Small Business, Financial Modeling
Education
Middle Tennessee State University 1991 — 1995
BS, Business Administration
Eric Bergeson's The Private Bank and Trust Company Experience May 2011 - January 2012
Job Underwriter at JPMorgan Chase
Industry Accounting
Experience
JPMorgan Chase February 2014 - Present
JPMorgan Chase January 2012 - February 2014
The Private Bank And Trust Company May 2011 - January 2012
Hinsdale Bank & Trust June 2009 - August 2010
Skills
Credit Analysis, Credit, Due Diligence, Loans, Corporate Finance, Commercial Banking, Accounting, Underwriting, Access, Mergers & Acquisitions, Financial Services, Microsoft Excel, Finance
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Accounting & Finance
Indiana University Bloomington 2007 — 2011
Bachelor of Science, Finance & Accounting
JPMorgan Chase February 2014 - Present
JPMorgan Chase January 2012 - February 2014
The Private Bank And Trust Company May 2011 - January 2012
Hinsdale Bank & Trust June 2009 - August 2010
Skills
Credit Analysis, Credit, Due Diligence, Loans, Corporate Finance, Commercial Banking, Accounting, Underwriting, Access, Mergers & Acquisitions, Financial Services, Microsoft Excel, Finance
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Accounting & Finance
Indiana University Bloomington 2007 — 2011
Bachelor of Science, Finance & Accounting
Courtney Carroll Courtney Carroll's The Private Bank and Trust Company Experience December 2004 - August 2005
Job Senior Account Executive at Bloomberg Media Group
Industry Marketing and Advertising
Experience
Bloomberg Media Group April 2015 - Present
The Huffington Post August 2012 - April 2015
AOL February 2011 - August 2012
Draftfcb April 2007 - February 2011
Clear Channel Communications July 2006 - March 2007
Goodby, Silverstein & Partners June 2005 - August 2005
The Private Bank And Trust Company December 2004 - August 2005
Skills
Strategic Partnerships, Digital Media, Advertising, Marketing, Strategy, Digital Marketing, Digital Strategy, Fundraising, Interactive Marketing, Management, Mobile Marketing, New Business Development, Training, Press Releases, Online Advertising
Education
Michigan State University 2002 — 2006
Telecommunications with an emphasis in Digital Media and Arts Technology
Howard University
Media Sales Institute
Bloomberg Media Group April 2015 - Present
The Huffington Post August 2012 - April 2015
AOL February 2011 - August 2012
Draftfcb April 2007 - February 2011
Clear Channel Communications July 2006 - March 2007
Goodby, Silverstein & Partners June 2005 - August 2005
The Private Bank And Trust Company December 2004 - August 2005
Skills
Strategic Partnerships, Digital Media, Advertising, Marketing, Strategy, Digital Marketing, Digital Strategy, Fundraising, Interactive Marketing, Management, Mobile Marketing, New Business Development, Training, Press Releases, Online Advertising
Education
Michigan State University 2002 — 2006
Telecommunications with an emphasis in Digital Media and Arts Technology
Howard University
Media Sales Institute
Kevin Rohr's The Private Bank and Trust Company Experience October 2010 - December 2010
Job Client Management Analyst
Industry
Experience
Sonoco April 2012 - April 2013
Northern Trust January 2011 - October 2011
The Private Bank And Trust Company October 2010 - December 2010
Skills
Process Improvement, Microsoft Office, Account Management, Sales, Customer Service, Microsoft Excel, Financial Analysis, Data Analysis, PowerPoint, Leadership
Education
Indiana University Bloomington 2006 — 2010
Bachelor of Science in Public Affairs
Sonoco April 2012 - April 2013
Northern Trust January 2011 - October 2011
The Private Bank And Trust Company October 2010 - December 2010
Skills
Process Improvement, Microsoft Office, Account Management, Sales, Customer Service, Microsoft Excel, Financial Analysis, Data Analysis, PowerPoint, Leadership
Education
Indiana University Bloomington 2006 — 2010
Bachelor of Science in Public Affairs
Kevin Harrington's The Private Bank and Trust Company Experience July 2013 - December 2014
Job Commercial Lending Officer at The PrivateBank
Industry Financial Services
Experience
The PrivateBank October 2015 - Present
The PrivateBank December 2014 - September 2015
The Private Bank And Trust Company July 2013 - December 2014
Civic Consulting Alliance January 2014 - March 2014
The Private Bank And Trust Company June 2012 - July 2013
Catholic Charities of the Archdiocese of Chicago May 2011 - August 2011
Chicago Cubs May 2010 - August 2010
River Forest Tennis Club 2006 - 2010
Skills
Word, Excel, Financial Edge, Microsoft Excel, Financial Modeling, Payroll, Management, Microsoft Word, Finance, Financial Reporting, Analysis, Marketing, Credit, Credit Analysis, Loans, Underwriting, Public Speaking, Research, Microsoft Office
Education
Creighton University 2008 — 2012
Bachelor of Science, Finance
John Felice Rome Center 2010 — 2010
Business
Fenwick High School 2004 — 2008
The PrivateBank October 2015 - Present
The PrivateBank December 2014 - September 2015
The Private Bank And Trust Company July 2013 - December 2014
Civic Consulting Alliance January 2014 - March 2014
The Private Bank And Trust Company June 2012 - July 2013
Catholic Charities of the Archdiocese of Chicago May 2011 - August 2011
Chicago Cubs May 2010 - August 2010
River Forest Tennis Club 2006 - 2010
Skills
Word, Excel, Financial Edge, Microsoft Excel, Financial Modeling, Payroll, Management, Microsoft Word, Finance, Financial Reporting, Analysis, Marketing, Credit, Credit Analysis, Loans, Underwriting, Public Speaking, Research, Microsoft Office
Education
Creighton University 2008 — 2012
Bachelor of Science, Finance
John Felice Rome Center 2010 — 2010
Business
Fenwick High School 2004 — 2008
Meghan Marrello's The Private Bank and Trust Company Experience January 2013 - October 2013
Job Business Banking Relationship Manager at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation November 2013 - Present
The Private Bank And Trust Company January 2013 - October 2013
The Private Bank And Trust Company June 2011 - December 2012
BMO Harris Bank August 2008 - June 2011
National City 2002 - 2008
Conseco Capital Management January 2000 - December 2001
Bank One 1996 - 2000
Skills
Cash Management, Deposit Growth, Commercial Lending, Commercial Banking, Credit, Remote Deposit Capture, Treasury Management, Sales, New Business Development, Business Development, Commercial Business..., Loans, Small Business, Small Business Lending, Financial Services, Banking, Credit Analysis, Lines Of Credit, Relationship Management, Loan Origination, Mortgage Lending
Education
Indiana State University 1991 — 1996
Bachelor of Science (BS), Communication, General
Fremont High School
Regions Financial Corporation November 2013 - Present
The Private Bank And Trust Company January 2013 - October 2013
The Private Bank And Trust Company June 2011 - December 2012
BMO Harris Bank August 2008 - June 2011
National City 2002 - 2008
Conseco Capital Management January 2000 - December 2001
Bank One 1996 - 2000
Skills
Cash Management, Deposit Growth, Commercial Lending, Commercial Banking, Credit, Remote Deposit Capture, Treasury Management, Sales, New Business Development, Business Development, Commercial Business..., Loans, Small Business, Small Business Lending, Financial Services, Banking, Credit Analysis, Lines Of Credit, Relationship Management, Loan Origination, Mortgage Lending
Education
Indiana State University 1991 — 1996
Bachelor of Science (BS), Communication, General
Fremont High School
Emily Schulz Emily Schulz's The Private Bank and Trust Company Experience 2010 - 2010
Job Data Management Associate at ArrowStream
Industry Banking
Experience
ArrowStream July 2014 - Present
Navigant January 2012 - 2014
Commonwealth Apartments July 2011 - September 2011
The Private Bank And Trust Company 2010 - 2010
Lincoln Park Conservancy June 2009 - August 2009
Skills
Financial Analysis, Microsoft Office, Data Analysis, Research, Leadership, Financial Modeling, Social Media
Education
Elon University 2007 — 2011
BA, Economics, Environmental Studies
ArrowStream July 2014 - Present
Navigant January 2012 - 2014
Commonwealth Apartments July 2011 - September 2011
The Private Bank And Trust Company 2010 - 2010
Lincoln Park Conservancy June 2009 - August 2009
Skills
Financial Analysis, Microsoft Office, Data Analysis, Research, Leadership, Financial Modeling, Social Media
Education
Elon University 2007 — 2011
BA, Economics, Environmental Studies
Katie Paulius Katie Paulius's The Private Bank and Trust Company Experience August 2013 - June 2015
Job Senior Accountant Revenue at Joy Global Inc.
Industry Accounting
Experience
Joy Global Inc. July 2015 - Present
The Private Bank And Trust Company August 2013 - June 2015
Deloitte & Touche September 2009 - August 2013
Skills
Internal Controls, Financial Reporting, US GAAP, SEC filings, Sarbanes-Oxley Act
Education
Marquette University 2005 — 2009
Bachelor of Science (B.S.), Accounting and Finance
Joy Global Inc. July 2015 - Present
The Private Bank And Trust Company August 2013 - June 2015
Deloitte & Touche September 2009 - August 2013
Skills
Internal Controls, Financial Reporting, US GAAP, SEC filings, Sarbanes-Oxley Act
Education
Marquette University 2005 — 2009
Bachelor of Science (B.S.), Accounting and Finance
Nicole Wynn Nicole Wynn's The Private Bank and Trust Company Experience January 2013 - Present
Job Banking Officer
Industry Banking
Experience
The Private Bank And Trust Company January 2013 - Present
Signature Bank March 2011 - September 2012
First Suburban National Bank January 2005 - October 2010
Associated Investment Services/Associated Bank 1999 - January 2005
Skills
Series 63, Series 7, Banking, Investments, Wealth Management, Customer Service, Microsoft Excel, Marketing, Microsoft Word, PowerPoint, Credit, Private Banking, Finance, Deposits, Cross Selling, Securities, Financial Analysis, High Net Worth..., Sales, Team Building
Education
Governors State University 2010 — 2012
Bachelor of Arts (B.A.), Interdisciplinary Studies
Illinois Institute of Technology 1993 — 1997
Psychology
The Private Bank And Trust Company January 2013 - Present
Signature Bank March 2011 - September 2012
First Suburban National Bank January 2005 - October 2010
Associated Investment Services/Associated Bank 1999 - January 2005
Skills
Series 63, Series 7, Banking, Investments, Wealth Management, Customer Service, Microsoft Excel, Marketing, Microsoft Word, PowerPoint, Credit, Private Banking, Finance, Deposits, Cross Selling, Securities, Financial Analysis, High Net Worth..., Sales, Team Building
Education
Governors State University 2010 — 2012
Bachelor of Arts (B.A.), Interdisciplinary Studies
Illinois Institute of Technology 1993 — 1997
Psychology
Kristen Freund's The Private Bank and Trust Company Experience December 2007 - Present
Job Managing Director at The PrivateBank
Industry Banking
Experience
The Private Bank And Trust Company December 2007 - Present
LaSalle Bank / ABN AMRO (Bank of America) 2005 - 2007
LaSalle Bank 1990 - 2005
Skills
New Business Development, Commercial Banking, Middle Market, Banking, Strategic Planning, Strategy Development, Sales Management, Credit Underwriting, Deposit Gathering, Relationship Management, Lending, Loans, Financial Analysis, Customer Relations, Coaching, Treasury Management, Commercial Lending, Portfolio Management, Business Strategy, Due Diligence, Credit Risk, SBIC Investments, Policy Writing, Cash Management, Underwriting, Strategy, Investments, Customer Service, Credit Analysis, Executive Management, Leadership, Asset Based Lending
Education
Northwestern University - Kellogg School of Management 1996 — 1999
MBA, Finance and Marketing
Michigan State University 1986 — 1990
BA, Finance
The Private Bank And Trust Company December 2007 - Present
LaSalle Bank / ABN AMRO (Bank of America) 2005 - 2007
LaSalle Bank 1990 - 2005
Skills
New Business Development, Commercial Banking, Middle Market, Banking, Strategic Planning, Strategy Development, Sales Management, Credit Underwriting, Deposit Gathering, Relationship Management, Lending, Loans, Financial Analysis, Customer Relations, Coaching, Treasury Management, Commercial Lending, Portfolio Management, Business Strategy, Due Diligence, Credit Risk, SBIC Investments, Policy Writing, Cash Management, Underwriting, Strategy, Investments, Customer Service, Credit Analysis, Executive Management, Leadership, Asset Based Lending
Education
Northwestern University - Kellogg School of Management 1996 — 1999
MBA, Finance and Marketing
Michigan State University 1986 — 1990
BA, Finance
Stephen Edward Puiszis's The Private Bank and Trust Company Experience May 2010 - August 2010
Job Developer, Analytics Practice Lead at Table XI Partners
Industry Internet
Experience
Table XI Partners LLC July 2013 - Present
The Starter League July 2013 - September 2013
Houlihan Lokey July 2012 - April 2013
SproutBox January 2012 - May 2012
Moelis & Company June 2011 - August 2011
The Private Bank And Trust Company May 2010 - August 2010
Rush University Medical Center June 2009 - August 2009
Hinshaw & Culbertson LLP May 2008 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Credit Risk, Web Development, Programming, Ruby, Ruby on Rails, Data Analysis, Web Strategy, Google Analytics, A/B testing, Early-stage Startups, Entrepreneurship, Venture Capital, Lean Startup, Agile Methodologies, Corporate Finance, Bloomberg, Investment Banking, Capital Markets, Strategy, Private Equity, Economics, Capital IQ, DCF, Business Valuation, Start-ups
Education
Indiana University - Kelley School of Business 2009 — 2012
Business Bachelor of Science with Distinction
Fenwick College Prep 2004 — 2008
Table XI Partners LLC July 2013 - Present
The Starter League July 2013 - September 2013
Houlihan Lokey July 2012 - April 2013
SproutBox January 2012 - May 2012
Moelis & Company June 2011 - August 2011
The Private Bank And Trust Company May 2010 - August 2010
Rush University Medical Center June 2009 - August 2009
Hinshaw & Culbertson LLP May 2008 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Credit Risk, Web Development, Programming, Ruby, Ruby on Rails, Data Analysis, Web Strategy, Google Analytics, A/B testing, Early-stage Startups, Entrepreneurship, Venture Capital, Lean Startup, Agile Methodologies, Corporate Finance, Bloomberg, Investment Banking, Capital Markets, Strategy, Private Equity, Economics, Capital IQ, DCF, Business Valuation, Start-ups
Education
Indiana University - Kelley School of Business 2009 — 2012
Business Bachelor of Science with Distinction
Fenwick College Prep 2004 — 2008
John Berghorst's The Private Bank and Trust Company Experience February 2011 - Present
Job Managing Director at The Private Bank And Trust Company
Industry Real Estate
Experience
The Private Bank And Trust Company February 2011 - Present
Inland Mortgage Capital Corporation October 2007 - February 2011
iStar Financial July 2007 - September 2007
Fremont Investment & Loan April 1998 - June 2007
LaSalle Bank 1990 - 1998
Skills
Loans, Real Estate Economics, Underwriting, Commercial Lending, Structured Finance, Commercial Real Estate, Leadership, Residential Homes, Management, Asset Management, Portfolio Management, Valuation
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Finance and Marketing
University of Michigan - Stephen M. Ross School of Business 1986 — 1990
BBA, Marketing and Finance
The Private Bank And Trust Company February 2011 - Present
Inland Mortgage Capital Corporation October 2007 - February 2011
iStar Financial July 2007 - September 2007
Fremont Investment & Loan April 1998 - June 2007
LaSalle Bank 1990 - 1998
Skills
Loans, Real Estate Economics, Underwriting, Commercial Lending, Structured Finance, Commercial Real Estate, Leadership, Residential Homes, Management, Asset Management, Portfolio Management, Valuation
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Finance and Marketing
University of Michigan - Stephen M. Ross School of Business 1986 — 1990
BBA, Marketing and Finance
Elizabeth Cummings's The Private Bank and Trust Company Experience April 2008 - Present
Job Chief Information Officer at The Private Bank And Trust Company
Industry Financial Services
Experience
The Private Bank And Trust Company April 2008 - Present
JPMorganChase 2003 - 2007
JPMorgan Chase 1983 - 2007
BankOne 1998 - 2003
First Chicago Corporation 1983 - 1998
Education
Illinois Institute of Technology 1984 — 1986
MBA, Telecommunications
The Private Bank And Trust Company April 2008 - Present
JPMorganChase 2003 - 2007
JPMorgan Chase 1983 - 2007
BankOne 1998 - 2003
First Chicago Corporation 1983 - 1998
Education
Illinois Institute of Technology 1984 — 1986
MBA, Telecommunications
Rosemarie Panico-Marino, AIF, ERPA, QPA, c(k)p's The Private Bank and Trust Company Experience September 2013 - Present
Job Managing Director, Director of Retirement Plan Services at The Private Bank and Trust Company
Industry Financial Services
Experience
The Private Bank and Trust Company September 2013 - Present
The Retirement Advisor University at UCLA Anderson School of Management June 2010 - Present
Council of Independent Recordkeepers (CIKR) 2007 - Present
Verisight, Inc August 2011 - September 2013
De Paul Univeristy 2009 - 2012
RSM McGladrey 1991 - August 2011
Altschuler, Melvoin & Glasser LLP 1991 - 1999
Skills
Retirement, ERISA, Employee Benefits, Plan Design, 401k, Pensions, Compliance, Profit Sharing, Deferred Compensation, Business Planning, Retirement Plan..., Defined Benefit, Pension Administration, Financial Advisory, Accounting, Defined Contribution, Investments, Actuarial Science, Retirement Planning, Mergers, Asset Allocation, Mutual Funds, Executive Pay, Financial Services, Mergers & Acquisitions, Strategic Financial..., Financial Planners, Series 7, Leadership, Series 63, Investment Management, Wealth Management, Qualified Retirement..., IRAs, Securities, FINRA, Asset Management, Finance, Series 6, Investment Strategies, Fixed Annuities, Financial Planning
Education
DePaul University
Bachelor of Science (BS), Finance, General
SMU Graduate School of Banking
The Private Bank and Trust Company September 2013 - Present
The Retirement Advisor University at UCLA Anderson School of Management June 2010 - Present
Council of Independent Recordkeepers (CIKR) 2007 - Present
Verisight, Inc August 2011 - September 2013
De Paul Univeristy 2009 - 2012
RSM McGladrey 1991 - August 2011
Altschuler, Melvoin & Glasser LLP 1991 - 1999
Skills
Retirement, ERISA, Employee Benefits, Plan Design, 401k, Pensions, Compliance, Profit Sharing, Deferred Compensation, Business Planning, Retirement Plan..., Defined Benefit, Pension Administration, Financial Advisory, Accounting, Defined Contribution, Investments, Actuarial Science, Retirement Planning, Mergers, Asset Allocation, Mutual Funds, Executive Pay, Financial Services, Mergers & Acquisitions, Strategic Financial..., Financial Planners, Series 7, Leadership, Series 63, Investment Management, Wealth Management, Qualified Retirement..., IRAs, Securities, FINRA, Asset Management, Finance, Series 6, Investment Strategies, Fixed Annuities, Financial Planning
Education
DePaul University
Bachelor of Science (BS), Finance, General
SMU Graduate School of Banking
Aamer Quadri, MBA, ACA's The Private Bank and Trust Company Experience April 2009 - September 2009
Job Senior Vice President and Global Head of Collateral Management at Northern Trust Corporation
Industry Capital Markets
Experience
Northern Trust Corporation June 2015 - Present
Bank of America Merrill Lynch September 2009 - February 2015
The Private Bank And Trust Company April 2009 - September 2009
ABN AMRO Inc January 2007 - March 2009
ABN AMRO Inc January 2005 - December 2006
ABN AMRO January 2004 - December 2004
ABN AMRO April 2000 - December 2003
ABN AMRO Bank December 1997 - April 2000
Bank of Montreal December 1996 - December 1997
Saudi British Bank affiliate of Hong Kong and Shanghai Banking Corporation June 1993 - October 1996
Skills
FX Options, Credit, Accounting, Designing, Derivatives, Capital Markets, Fixed Income, Credit Risk, Banking, Equities, Investment Banking, Risk Management, Financial Markets, Operational Risk, Portfolio Management, Bonds, Market Risk, Financial Risk, Trading, Interest Rate..., Middle Office, Finance, Management, Financial Analysis, Treasury, Commodity, Financial Services, Trading Systems, Currency
Education
Northwestern University - Kellogg School of Management
MBA, Strategy and Marketing
Institute of Chartered Accountants 1983 — 1988
Chartered Accountant, Accounting and Audit
Karachi University 1981 — 1983
Bachelor of Commerce, Accounting and Economics
Northern Trust Corporation June 2015 - Present
Bank of America Merrill Lynch September 2009 - February 2015
The Private Bank And Trust Company April 2009 - September 2009
ABN AMRO Inc January 2007 - March 2009
ABN AMRO Inc January 2005 - December 2006
ABN AMRO January 2004 - December 2004
ABN AMRO April 2000 - December 2003
ABN AMRO Bank December 1997 - April 2000
Bank of Montreal December 1996 - December 1997
Saudi British Bank affiliate of Hong Kong and Shanghai Banking Corporation June 1993 - October 1996
Skills
FX Options, Credit, Accounting, Designing, Derivatives, Capital Markets, Fixed Income, Credit Risk, Banking, Equities, Investment Banking, Risk Management, Financial Markets, Operational Risk, Portfolio Management, Bonds, Market Risk, Financial Risk, Trading, Interest Rate..., Middle Office, Finance, Management, Financial Analysis, Treasury, Commodity, Financial Services, Trading Systems, Currency
Education
Northwestern University - Kellogg School of Management
MBA, Strategy and Marketing
Institute of Chartered Accountants 1983 — 1988
Chartered Accountant, Accounting and Audit
Karachi University 1981 — 1983
Bachelor of Commerce, Accounting and Economics
Kathleen Sommer's The Private Bank and Trust Company Experience June 2012 - Present
Job Assistant Managing Director: Senior Loan Closer with The PrivateBank and Trust Company
Industry Banking
Experience
The Private Bank And Trust Company June 2012 - Present
Cortland Capital Market Services December 2010 - June 2012
Harris NA May 2009 - December 2010
Fifth Third Bank February 2008 - May 2009
LaSalle Bank August 2007 - February 2008
LaSalle Bank August 2004 - August 2007
LaSalle Bank February 1998 - August 2004
LaSalle Northwest National Bank March 1995 - February 1998
Oak Brook Bank November 1992 - March 1995
Old Kent Bank April 1987 - November 1992
Skills
Banking, Loans, Commercial Banking, Due Diligence, Commercial Lending, Credit, Management, Finance, Credit Analysis, Mergers & Acquisitions, Financial Risk, Financial Services
Education
College of DuPage 1991 — 1999
Associate Degree; Certification, General Studies
The Private Bank And Trust Company June 2012 - Present
Cortland Capital Market Services December 2010 - June 2012
Harris NA May 2009 - December 2010
Fifth Third Bank February 2008 - May 2009
LaSalle Bank August 2007 - February 2008
LaSalle Bank August 2004 - August 2007
LaSalle Bank February 1998 - August 2004
LaSalle Northwest National Bank March 1995 - February 1998
Oak Brook Bank November 1992 - March 1995
Old Kent Bank April 1987 - November 1992
Skills
Banking, Loans, Commercial Banking, Due Diligence, Commercial Lending, Credit, Management, Finance, Credit Analysis, Mergers & Acquisitions, Financial Risk, Financial Services
Education
College of DuPage 1991 — 1999
Associate Degree; Certification, General Studies
Terri Rupe's The Private Bank and Trust Company Experience September 2009 - March 2012
Job Managing Director, Compliance at The Private Bank And Trust Company
Industry Banking
Experience
The Private Bank And Trust Company September 2009 - March 2012
ABN AMRO/LaSalle September 1987 - March 2008
LaSalle Bank 1987 - January 2008
Skills
AML, Auditing, Banking, OFAC, Financial Risk, Financial Institutions, Compliance, Risk Management, Operational Risk, Financial Services, Enterprise Risk..., Risk Assessment, Finance, Loans, Credit, Operational Risk..., Asset Management, Cash Management, Private Banking, Treasury Management, Audit, Compliance Audits, Regulatory Requirements, Regulatory Risk, Risk Mitigation, Quality Assurance, CAMS, USA PATRIOT Act, Bank Secrecy Act, CPA, Mortgage lending...
Education
ABA 1991 — 1992
N/A, Bank Regulatory Compliance
Northern Illinois University 1982 — 1984
B.S., Accountancy
Certifications:
Certifications:, CPA, CAMS, CFSA, CRP
The Private Bank And Trust Company September 2009 - March 2012
ABN AMRO/LaSalle September 1987 - March 2008
LaSalle Bank 1987 - January 2008
Skills
AML, Auditing, Banking, OFAC, Financial Risk, Financial Institutions, Compliance, Risk Management, Operational Risk, Financial Services, Enterprise Risk..., Risk Assessment, Finance, Loans, Credit, Operational Risk..., Asset Management, Cash Management, Private Banking, Treasury Management, Audit, Compliance Audits, Regulatory Requirements, Regulatory Risk, Risk Mitigation, Quality Assurance, CAMS, USA PATRIOT Act, Bank Secrecy Act, CPA, Mortgage lending...
Education
ABA 1991 — 1992
N/A, Bank Regulatory Compliance
Northern Illinois University 1982 — 1984
B.S., Accountancy
Certifications:
Certifications:, CPA, CAMS, CFSA, CRP
Jennifer W. Hamilton's The Private Bank and Trust Company Experience December 2009 - June 2010
Job Business Technologist at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman January 2015 - Present
RBS Markets & International Banking August 2011 - December 2014
The Private Bank And Trust Company December 2009 - June 2010
RBS Global Banking & Markets June 2008 - August 2009
ABN AMRO Bank September 2006 - December 2007
ABN AMRO 2004 - 2006
Skills
Foreign Exchange, Interest Rate..., Fixed Income, Banking, Financial Markets, Trading, Leadership, Management, Strategic Planning, Financial Risk, Investment Banking, Risk Management, Outsourcing, Project Management
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Finance and International Business
DePaul University
Bachelor of Science (BS), Finance and Operations Management
Neuberger Berman January 2015 - Present
RBS Markets & International Banking August 2011 - December 2014
The Private Bank And Trust Company December 2009 - June 2010
RBS Global Banking & Markets June 2008 - August 2009
ABN AMRO Bank September 2006 - December 2007
ABN AMRO 2004 - 2006
Skills
Foreign Exchange, Interest Rate..., Fixed Income, Banking, Financial Markets, Trading, Leadership, Management, Strategic Planning, Financial Risk, Investment Banking, Risk Management, Outsourcing, Project Management
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Finance and International Business
DePaul University
Bachelor of Science (BS), Finance and Operations Management
Schuyler Vaughan's The Private Bank and Trust Company Experience September 2012 - Present
Job Associate Managing Director, Market Sales Manager at The Private Bank And Trust Company
Industry Banking
Experience
The Private Bank And Trust Company September 2012 - Present
Wells Fargo Home Mortgage December 2006 - September 2012
JP Morgan Chase 2005 - 2006
JP Morgan Chase 2005 - 2006
Chase Manhattan Mortgage 1996 - 2000
Skills
Mortgage Banking, Loan Origination, Mortgage Lending, Mortgage Industry, Conventional, Builder Expert,..., Banking, Commercial Lending, Credit, Credit Analysis, FHA financing, Loans, FHA, Refinance, Residential Mortgages, Reverse Mortgages, Sales, VA Loans, VA loans
Education
Lake Forest College 1991 — 1996
Bachelor of Arts (BA), Business/Economics
Exeter Area High School
The Private Bank And Trust Company September 2012 - Present
Wells Fargo Home Mortgage December 2006 - September 2012
JP Morgan Chase 2005 - 2006
JP Morgan Chase 2005 - 2006
Chase Manhattan Mortgage 1996 - 2000
Skills
Mortgage Banking, Loan Origination, Mortgage Lending, Mortgage Industry, Conventional, Builder Expert,..., Banking, Commercial Lending, Credit, Credit Analysis, FHA financing, Loans, FHA, Refinance, Residential Mortgages, Reverse Mortgages, Sales, VA Loans, VA loans
Education
Lake Forest College 1991 — 1996
Bachelor of Arts (BA), Business/Economics
Exeter Area High School
Camille Rudge's The Private Bank and Trust Company Experience 2008 - Present
Job Managing Director, Head of Capital Markets at The Private Bank And Trust Company
Industry Banking
Experience
The Private Bank And Trust Company 2008 - Present
LaSalle Bank, ABN AMRO Bank January 2006 - November 2007
LaSalle Bank NA / ABN AMRO 1995 - 2007
Education
Bucknell University
B.S., Computer Science
Northwestern University - Kellogg School of Management
The Private Bank And Trust Company 2008 - Present
LaSalle Bank, ABN AMRO Bank January 2006 - November 2007
LaSalle Bank NA / ABN AMRO 1995 - 2007
Education
Bucknell University
B.S., Computer Science
Northwestern University - Kellogg School of Management
Mandy Fritz's The Private Bank and Trust Company Experience October 2013 - Present
Job Managing Director at The Private Bank And Trust Company
Industry Banking
Experience
The Private Bank And Trust Company October 2013 - Present
PNC Financial Services Group August 2010 - October 2013
Southwest Bank, an M&I Bank 2006 - August 2010
Enterprise Rent-A-Car May 2005 - August 2005
Skills
Commercial Banking, Commercial Lending, Credit Analysis, Loans, Financial Services, Financial Modeling, Underwriting, Relationship Management, Treasury Management, Credit, Portfolio Management
Education
Webster University 2007 — 2010
MBA
Miami University 2002 — 2006
BS, Finance
The Private Bank And Trust Company October 2013 - Present
PNC Financial Services Group August 2010 - October 2013
Southwest Bank, an M&I Bank 2006 - August 2010
Enterprise Rent-A-Car May 2005 - August 2005
Skills
Commercial Banking, Commercial Lending, Credit Analysis, Loans, Financial Services, Financial Modeling, Underwriting, Relationship Management, Treasury Management, Credit, Portfolio Management
Education
Webster University 2007 — 2010
MBA
Miami University 2002 — 2006
BS, Finance
Ethan Belanger's The Private Bank and Trust Company Experience June 2007 - Present
Job Associate Managing Director
Industry Banking
Experience
The Private Bank And Trust Company June 2007 - Present
Terrene Management, Inc. November 2012 - Present
Lucky Horseshoe MHP, LLC November 2012 - Present
Potomac 1, LLC September 2006 - Present
First National Bank of St. Louis 2004 - June 2007
Skills
Loans, Management, Portfolio Management, Commercial Banking, Real Estate, Financial Analysis, Investments, Strategic Planning, Due Diligence, Negotiation, New Business Development, Investment Properties, Credit, Budgets, Banking
Education
Webster University 2004 — 2006
MBA, Management
John Carroll University 1999 — 2003
BS, Economics
Clayton High School
The Private Bank And Trust Company June 2007 - Present
Terrene Management, Inc. November 2012 - Present
Lucky Horseshoe MHP, LLC November 2012 - Present
Potomac 1, LLC September 2006 - Present
First National Bank of St. Louis 2004 - June 2007
Skills
Loans, Management, Portfolio Management, Commercial Banking, Real Estate, Financial Analysis, Investments, Strategic Planning, Due Diligence, Negotiation, New Business Development, Investment Properties, Credit, Budgets, Banking
Education
Webster University 2004 — 2006
MBA, Management
John Carroll University 1999 — 2003
BS, Economics
Clayton High School
Matthew Hosen's The Private Bank and Trust Company Experience October 2009 - April 2010
Job Associate at Quinn Emanuel
Industry Law Practice
Experience
Quinn Emanuel October 2013 - Present
UCLA Law August 2010 - May 2013
Quinn Emanuel May 2012 - August 2012
The Private Bank And Trust Company October 2009 - April 2010
Allstate Investments September 2008 - October 2009
Huron Consulting Group August 2007 - August 2008
Education
University of California, Los Angeles 2010 — 2013
JD, Law
University of Notre Dame - Mendoza College of Business 2006 — 2007
Master of Science (MS), accounting
James Madison University - College of Business 2002 — 2006
Bachelor of Business Administration (BBA), Accounting
Quinn Emanuel October 2013 - Present
UCLA Law August 2010 - May 2013
Quinn Emanuel May 2012 - August 2012
The Private Bank And Trust Company October 2009 - April 2010
Allstate Investments September 2008 - October 2009
Huron Consulting Group August 2007 - August 2008
Education
University of California, Los Angeles 2010 — 2013
JD, Law
University of Notre Dame - Mendoza College of Business 2006 — 2007
Master of Science (MS), accounting
James Madison University - College of Business 2002 — 2006
Bachelor of Business Administration (BBA), Accounting
Melanie Bentley Tracy, PHR, CCP's The Private Bank and Trust Company Experience August 2013 - Present
Job Compensation Analyst at The Private Bank And Trust Company
Industry Hospital & Health Care
Experience
The Private Bank And Trust Company August 2013 - Present
Saint Anthony Hospital September 2011 - August 2013
Saint Anthony Hospital December 2009 - October 2011
Mather LifeWays July 2006 - December 2009
Army National Guard 1999 - 2005
Skills
Onboarding, Applicant Tracking..., Employee Relations, College Recruiting, Talent Acquisition, Recruiting, Human Resources, Employee Benefits, Compensation & Benefit, Temporary Staffing, Job Descriptions, Technical Recruiting, Personnel Management, Employer Branding, Sourcing, Hiring, Resume Writing, Organizational..., Policy, Screening Resumes, HR Policies, Team Building, Performance Management, Deferred Compensation, Staffing Services, New Hire Orientations, Labor Relations, Screening, HR Consulting, Employee Engagement, Interviews, Leadership Development, Background Checks, PeopleSoft, AIRS, Succession Planning, HRIS, Career Development, Job Analysis, Benefits Administration, Leadership, Job Fairs, FMLA, Payroll, Management, Executive Search, Time Management, Organizational...
Education
WorldatWork 2011 — 2013
CCP, Compensation
Indiana Institute of Technology 2003 — 2005
MBA, Human Resources
Western Illinois University 1998 — 2002
BA, Marketing
Homewood-Flossmoor High School 1994 — 1998
Diploma
DePaul University
PHR Certification Program
The Private Bank And Trust Company August 2013 - Present
Saint Anthony Hospital September 2011 - August 2013
Saint Anthony Hospital December 2009 - October 2011
Mather LifeWays July 2006 - December 2009
Army National Guard 1999 - 2005
Skills
Onboarding, Applicant Tracking..., Employee Relations, College Recruiting, Talent Acquisition, Recruiting, Human Resources, Employee Benefits, Compensation & Benefit, Temporary Staffing, Job Descriptions, Technical Recruiting, Personnel Management, Employer Branding, Sourcing, Hiring, Resume Writing, Organizational..., Policy, Screening Resumes, HR Policies, Team Building, Performance Management, Deferred Compensation, Staffing Services, New Hire Orientations, Labor Relations, Screening, HR Consulting, Employee Engagement, Interviews, Leadership Development, Background Checks, PeopleSoft, AIRS, Succession Planning, HRIS, Career Development, Job Analysis, Benefits Administration, Leadership, Job Fairs, FMLA, Payroll, Management, Executive Search, Time Management, Organizational...
Education
WorldatWork 2011 — 2013
CCP, Compensation
Indiana Institute of Technology 2003 — 2005
MBA, Human Resources
Western Illinois University 1998 — 2002
BA, Marketing
Homewood-Flossmoor High School 1994 — 1998
Diploma
DePaul University
PHR Certification Program
Ken Rakowski's The Private Bank and Trust Company Experience April 2010 - Present
Job Managing Director at The Private Bank
Industry Banking
Experience
The Private Bank And Trust Company April 2010 - Present
Marshall & Illsley January 2008 - 2010
LaSalle Bank / Bank of America 1996 - 2008
Citibank 1994 - 1996
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1992
MBA, Finance
University of Wisconsin-Madison - School of Business 1982 — 1986
BBA, Finance and Marketing
The Private Bank And Trust Company April 2010 - Present
Marshall & Illsley January 2008 - 2010
LaSalle Bank / Bank of America 1996 - 2008
Citibank 1994 - 1996
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1992
MBA, Finance
University of Wisconsin-Madison - School of Business 1982 — 1986
BBA, Finance and Marketing
Robyn Schulte's The Private Bank and Trust Company Experience October 2007 - November 2010
Job Vice PresidentPortfolio Strategist
Industry Financial Services
Experience
Harris Bank February 2012 - Present
Optimum Investment Advisors November 2010 - February 2012
The Private Bank And Trust Company October 2007 - November 2010
Feldman Securities June 2006 - October 2007
Van Kampen Investments May 2004 - June 2006
Education
Loyola University of Chicago 2005 — 2007
MBA, Finance and Accounting
University of Northern Iowa 1997 — 2001
BA, Finance
Sac City
Harris Bank February 2012 - Present
Optimum Investment Advisors November 2010 - February 2012
The Private Bank And Trust Company October 2007 - November 2010
Feldman Securities June 2006 - October 2007
Van Kampen Investments May 2004 - June 2006
Education
Loyola University of Chicago 2005 — 2007
MBA, Finance and Accounting
University of Northern Iowa 1997 — 2001
BA, Finance
Sac City
David Rooney's The Private Bank and Trust Company Experience December 2007 - December 2011
Job Senior Vice President at GE Capital
Industry Financial Services
Experience
GE Capital December 2011 - Present
The Private Bank And Trust Company December 2007 - December 2011
LaSalle Bank June 1997 - December 2007
Skills
Commercial Banking, Credit Analysis, Corporate Finance, Due Diligence, New Business Development
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2004
MBA, Finance
University of Illinois at Urbana-Champaign 1993 — 1997
BA, Economics
GE Capital December 2011 - Present
The Private Bank And Trust Company December 2007 - December 2011
LaSalle Bank June 1997 - December 2007
Skills
Commercial Banking, Credit Analysis, Corporate Finance, Due Diligence, New Business Development
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2004
MBA, Finance
University of Illinois at Urbana-Champaign 1993 — 1997
BA, Economics
Timothy Nierman's The Private Bank and Trust Company Experience April 2012 - Present
Job AMD Portfolio Manager at The Private Bank And Trust Company
Industry Banking
Experience
The Private Bank And Trust Company April 2012 - Present
The Private Bank And Trust Company July 2010 - April 2012
Alexian Brothers Medical Center April 2009 - July 2010
Bank of America January 2008 - April 2009
LaSalle Bank January 2006 - January 2008
Skills
Commercial Banking, Banking, Loans, Financial Analysis, Credit Analysis, Credit Risk, Portfolio Management, Risk Management, Microsoft Excel, Customer Service, Finance, PowerPoint
Education
University of Illinois at Chicago 2002 — 2005
Bachelor of Science (BS), Finance and Managment
Carthage College 2001 — 2002
The Private Bank And Trust Company April 2012 - Present
The Private Bank And Trust Company July 2010 - April 2012
Alexian Brothers Medical Center April 2009 - July 2010
Bank of America January 2008 - April 2009
LaSalle Bank January 2006 - January 2008
Skills
Commercial Banking, Banking, Loans, Financial Analysis, Credit Analysis, Credit Risk, Portfolio Management, Risk Management, Microsoft Excel, Customer Service, Finance, PowerPoint
Education
University of Illinois at Chicago 2002 — 2005
Bachelor of Science (BS), Finance and Managment
Carthage College 2001 — 2002
Sharon Skowron's The Private Bank and Trust Company Experience October 2008 - January 2013
Job Administrative AssistantClient Services at Talmer Bank and Trust
Industry Banking
Experience
Talmer Bank and Trust July 2013 - Present
Memories and Beyond May 2012 - Present
The Private Bank And Trust Company October 2008 - January 2013
First National Bank of La Grange November 2006 - September 2008
First National Bank of Ottawa August 2004 - September 2006
A to Z Academy May 2000 - June 2005
Great American Bagel 1994 - 2000
Skills
Administrative..., Banking, Microsoft Excel, Commercial Lending, Loans, Deposits, Commercial Banking, Customer Service, Consumer Lending, Small Business Lending, Data Entry, Outlook, Credit, Receptionist Duties, Accounts Receivable, Invoicing, Cash, Office Management, Cash Management, Organization &..., Software Documentation, Microsoft Word, Microsoft Office, Accounts Payable, Time Management, Fax, Telephone Skills, Office Equipment
Education
Moraine Valley Community College
Talmer Bank and Trust July 2013 - Present
Memories and Beyond May 2012 - Present
The Private Bank And Trust Company October 2008 - January 2013
First National Bank of La Grange November 2006 - September 2008
First National Bank of Ottawa August 2004 - September 2006
A to Z Academy May 2000 - June 2005
Great American Bagel 1994 - 2000
Skills
Administrative..., Banking, Microsoft Excel, Commercial Lending, Loans, Deposits, Commercial Banking, Customer Service, Consumer Lending, Small Business Lending, Data Entry, Outlook, Credit, Receptionist Duties, Accounts Receivable, Invoicing, Cash, Office Management, Cash Management, Organization &..., Software Documentation, Microsoft Word, Microsoft Office, Accounts Payable, Time Management, Fax, Telephone Skills, Office Equipment
Education
Moraine Valley Community College
Pete Illy's The Private Bank and Trust Company Experience April 2010 - December 2011
Job ECM Platform Support at The PrivateBank and Trust Company
Industry Banking
Experience
The PrivateBank and Trust Company January 2012 - Present
The Private Bank And Trust Company April 2010 - December 2011
Randstad Work Solutions October 2008 - September 2009
ABN AMRO, LaSalle Bank/ Bank of America July 2005 - April 2008
ABN AMRO Bank N.V. 2004 - 2008
LaSalle Bank January 2004 - July 2005
LaSalle Bank April 2003 - December 2003
LaSalle Bank February 2002 - April 2003
LaSalle Bank January 2001 - February 2002
Skills
Reconciliation, Banking, Excel, Documentation, Enterprise Content..., Fraud Investigations
Education
University of Phoenix 2009 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.76
Northeastern Illinois University 1996 — 1999
Political Science
The PrivateBank and Trust Company January 2012 - Present
The Private Bank And Trust Company April 2010 - December 2011
Randstad Work Solutions October 2008 - September 2009
ABN AMRO, LaSalle Bank/ Bank of America July 2005 - April 2008
ABN AMRO Bank N.V. 2004 - 2008
LaSalle Bank January 2004 - July 2005
LaSalle Bank April 2003 - December 2003
LaSalle Bank February 2002 - April 2003
LaSalle Bank January 2001 - February 2002
Skills
Reconciliation, Banking, Excel, Documentation, Enterprise Content..., Fraud Investigations
Education
University of Phoenix 2009 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.76
Northeastern Illinois University 1996 — 1999
Political Science
Michael McGrogan's The Private Bank and Trust Company Experience January 2011 - Present
Job at The Private Bank And Trust Company
Industry Banking
Experience
The Private Bank And Trust Company January 2011 - Present
Royal Bank Scotland/Charter One March 2008 - December 2010
LaSalle Bank N.A. 1984 - 2007
Skills
Commercial Banking, Banking, Commercial Lending, Loans, Credit Risk, Credit, Real Estate Economics, Loan Origination, Middle Market, Portfolio Management, Mortgage Lending, Asset Based Lending, Small Business Lending, Credit Analysis, Capital Markets, Underwriting, Commercial Mortgages, Treasury Management, Construction Loans, Private Equity, Operational Risk, Commercial Real Estate, Cash Management, Consumer Lending, Corporate Finance, New Business Development, Valuation, Cross Selling, Relationship Management, Investment Banking, Finance, Retail Banking, Financial Risk, Real Estate Financing, Due Diligence, Mortgage Banking, Asset Management, Residential Mortgages, Private Banking, Financial Structuring, Financial Services, Wealth Management, Financial Analysis, Risk Management, Mergers & Acquisitions, Structured Finance, Financial Modeling, FHA, Real Estate, Refinance
Education
Univ of Illinois 1974 — 1975
Construction manage/finance admin
Illinois State University 1970 — 1972
BS
Saint Mary's University of Minnesota 1968 — 1970
Business Administration
The Private Bank And Trust Company January 2011 - Present
Royal Bank Scotland/Charter One March 2008 - December 2010
LaSalle Bank N.A. 1984 - 2007
Skills
Commercial Banking, Banking, Commercial Lending, Loans, Credit Risk, Credit, Real Estate Economics, Loan Origination, Middle Market, Portfolio Management, Mortgage Lending, Asset Based Lending, Small Business Lending, Credit Analysis, Capital Markets, Underwriting, Commercial Mortgages, Treasury Management, Construction Loans, Private Equity, Operational Risk, Commercial Real Estate, Cash Management, Consumer Lending, Corporate Finance, New Business Development, Valuation, Cross Selling, Relationship Management, Investment Banking, Finance, Retail Banking, Financial Risk, Real Estate Financing, Due Diligence, Mortgage Banking, Asset Management, Residential Mortgages, Private Banking, Financial Structuring, Financial Services, Wealth Management, Financial Analysis, Risk Management, Mergers & Acquisitions, Structured Finance, Financial Modeling, FHA, Real Estate, Refinance
Education
Univ of Illinois 1974 — 1975
Construction manage/finance admin
Illinois State University 1970 — 1972
BS
Saint Mary's University of Minnesota 1968 — 1970
Business Administration
Antonia Hawkins's The Private Bank and Trust Company Experience 2009 - Present
Job Associate Managing Director Compensation at The Private Bank And Trust Company
Industry Human Resources
Experience
The Private Bank And Trust Company 2009 - Present
Bank of America 2007 - 2008
LaSalle Bank 1991 - 2007
LaSalle Bank 1991 - 2007
Cragin Federal Bank 1991 - 1993
Skills
Incentive Programs, Deferred Compensation, Compensation & Benefit, HRIS, Succession Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1978 — 1983
MBA, Human Resource Management
University of Illinois at Chicago 1973 — 1975
BA, Teaching of History
The Private Bank And Trust Company 2009 - Present
Bank of America 2007 - 2008
LaSalle Bank 1991 - 2007
LaSalle Bank 1991 - 2007
Cragin Federal Bank 1991 - 1993
Skills
Incentive Programs, Deferred Compensation, Compensation & Benefit, HRIS, Succession Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1978 — 1983
MBA, Human Resource Management
University of Illinois at Chicago 1973 — 1975
BA, Teaching of History
Frank Condellire's The Private Bank and Trust Company Experience March 2014 - Present
Job Associate Managing Director at The PrivateBank and Trust Company
Industry Banking
Experience
The Private Bank And Trust Company March 2014 - Present
The PrivateBank and Trust Company March 2012 - March 2014
The PrivateBank April 2011 - March 2012
The Private Bank And Trust Company July 2010 - April 2011
Blaige & Company September 2008 - July 2010
Skills
Banking, Loans, Commercial Lending, Middle Market, Financial Analysis, Customer Service, Credit Analysis
Education
Loyola University of Chicago 2005 — 2009
Business, Finance, Economics
The Private Bank And Trust Company March 2014 - Present
The PrivateBank and Trust Company March 2012 - March 2014
The PrivateBank April 2011 - March 2012
The Private Bank And Trust Company July 2010 - April 2011
Blaige & Company September 2008 - July 2010
Skills
Banking, Loans, Commercial Lending, Middle Market, Financial Analysis, Customer Service, Credit Analysis
Education
Loyola University of Chicago 2005 — 2009
Business, Finance, Economics
Ashour Yacoub's The Private Bank and Trust Company Experience November 2012 - Present
Job Associate Managing Director at The Private Bank and Trust Company
Industry Investment Banking
Experience
The Private Bank And Trust Company November 2012 - Present
JPMorgan June 2004 - February 2012
Skills
Equity Capital Markets, Financial Modeling, Valuation, Investment Banking, Capital Markets, Private Equity, Corporate Finance, Equities, Financial Analysis, LBO, Due Diligence, Bloomberg, Investments, Fixed Income, Venture Capital, Asset Management, Derivatives, Portfolio Management, Equity Research, Securities
Education
Northwestern University - Kellogg School of Management 2009 — 2011
M.B.A, Analytical Finance, Decision Sciences
Purdue University - Krannert School of Management 2000 — 2004
Bachelor, Economics
Notre Dame High School 1996 — 2000
The Private Bank And Trust Company November 2012 - Present
JPMorgan June 2004 - February 2012
Skills
Equity Capital Markets, Financial Modeling, Valuation, Investment Banking, Capital Markets, Private Equity, Corporate Finance, Equities, Financial Analysis, LBO, Due Diligence, Bloomberg, Investments, Fixed Income, Venture Capital, Asset Management, Derivatives, Portfolio Management, Equity Research, Securities
Education
Northwestern University - Kellogg School of Management 2009 — 2011
M.B.A, Analytical Finance, Decision Sciences
Purdue University - Krannert School of Management 2000 — 2004
Bachelor, Economics
Notre Dame High School 1996 — 2000
Jamie Patno's The Private Bank and Trust Company Experience May 2012 - Present
Job Business Intelligence Systems Analyst at The Private Bank And Trust Company
Industry Information Technology and Services
Experience
The Private Bank And Trust Company May 2012 - Present
The Private Bank And Trust Company August 2011 - Present
The Private Bank And Trust Company August 2010 - Present
The Private Bank And Trust Company December 2009 - Present
digiMed Healthcare IT November 2008 - May 2009
RJ2 & Associates September 2008 - November 2008
Progressive Nursing Staffers September 2002 - September 2008
Progressive Nursing Staffers 2001 - 2008
Education
University of Phoenix 2005 — 2007
BSIT, Information Technology
Northern Illinois University 1999 — 2001
Computer Science, Business Administration
The Private Bank And Trust Company May 2012 - Present
The Private Bank And Trust Company August 2011 - Present
The Private Bank And Trust Company August 2010 - Present
The Private Bank And Trust Company December 2009 - Present
digiMed Healthcare IT November 2008 - May 2009
RJ2 & Associates September 2008 - November 2008
Progressive Nursing Staffers September 2002 - September 2008
Progressive Nursing Staffers 2001 - 2008
Education
University of Phoenix 2005 — 2007
BSIT, Information Technology
Northern Illinois University 1999 — 2001
Computer Science, Business Administration
Pat Ahern's The Private Bank and Trust Company Experience 2009 - October 2010
Job SVP Commercial Real Estate at Associated Bank
Industry Banking
Experience
Associated Bank November 2010 - Present
The Private Bank And Trust Company 2009 - October 2010
Bank of America November 2007 - March 2009
Midwest Bank & Trust 2009 - 2009
LaSalle Bank November 1996 - October 2007
Skills
Commercial Lending, Loans, Commercial Banking, Real Estate Economics, Credit Analysis, Credit, Underwriting, Banking, Portfolio Management, Mortgage Lending, Capital Markets, Loan Origination, Credit Risk, Asset Managment, Middle Market, Financial Analysis, Investments, Valuation, Due Diligence, Real Estate
Education
DePaul University 1989 — 1990
MBA, Finance with a concentration in Real Estate
University of Wisconsin-Whitewater 1986 — 1988
BS, Finance
Associated Bank November 2010 - Present
The Private Bank And Trust Company 2009 - October 2010
Bank of America November 2007 - March 2009
Midwest Bank & Trust 2009 - 2009
LaSalle Bank November 1996 - October 2007
Skills
Commercial Lending, Loans, Commercial Banking, Real Estate Economics, Credit Analysis, Credit, Underwriting, Banking, Portfolio Management, Mortgage Lending, Capital Markets, Loan Origination, Credit Risk, Asset Managment, Middle Market, Financial Analysis, Investments, Valuation, Due Diligence, Real Estate
Education
DePaul University 1989 — 1990
MBA, Finance with a concentration in Real Estate
University of Wisconsin-Whitewater 1986 — 1988
BS, Finance
Ashley Castle's The Private Bank and Trust Company Experience March 2013 - Present
Job Treasury Management Associate Managing Director at The Private Bank And Trust Company
Industry Banking
Experience
The Private Bank And Trust Company March 2013 - Present
The PrivateBank and Trust Company January 2010 - Present
The PrivateBank 2008 - 2010
Skills
Commercial Banking, Commercial Lending, Communication, Treasury Management, Excel, PowerPoint, Sales
Education
Northern Illinois University
BA, Finance
The Private Bank And Trust Company March 2013 - Present
The PrivateBank and Trust Company January 2010 - Present
The PrivateBank 2008 - 2010
Skills
Commercial Banking, Commercial Lending, Communication, Treasury Management, Excel, PowerPoint, Sales
Education
Northern Illinois University
BA, Finance
Topel A. Wright's The Private Bank and Trust Company Experience May 2009 - Present
Job PrivateWealth Client Specialist II
Industry Banking
Experience
The Private Bank And Trust Company May 2009 - Present
Upward Bound - Gary Comer Youth Center May 2008 - December 2011
Loyola University Chicago February 2009 - May 2009
United Way of Metropolitan Chicago January 2009 - May 2009
University Directories May 2007 - August 2007
Calumet Meat Packing Company October 2002 - January 2007
Skills
Customer Service, Advertising, Event Planning, Social Media, PowerPoint, Microsoft Office -..., Nonprofits, Risk Management, Fundraising, Event Management, Non-profits, Excel, Marketing Communications, Microsoft Excel, Social Networking, Microsoft Office, Adobe Photoshop, Integrated..., Integrated Marketing, Strategic Planning, Blogging, InDesign, Social Media Marketing, Metavante Insight, Microsoft CRM, SharePoint, HMDA, Covenant Compliance, Document Management, ACBS, Community Reinvestment..., Sales
Education
Loyola University Chicago 2004 — 2009
Bachelor, Marketing, Advertising, Public Relations
The Private Bank And Trust Company May 2009 - Present
Upward Bound - Gary Comer Youth Center May 2008 - December 2011
Loyola University Chicago February 2009 - May 2009
United Way of Metropolitan Chicago January 2009 - May 2009
University Directories May 2007 - August 2007
Calumet Meat Packing Company October 2002 - January 2007
Skills
Customer Service, Advertising, Event Planning, Social Media, PowerPoint, Microsoft Office -..., Nonprofits, Risk Management, Fundraising, Event Management, Non-profits, Excel, Marketing Communications, Microsoft Excel, Social Networking, Microsoft Office, Adobe Photoshop, Integrated..., Integrated Marketing, Strategic Planning, Blogging, InDesign, Social Media Marketing, Metavante Insight, Microsoft CRM, SharePoint, HMDA, Covenant Compliance, Document Management, ACBS, Community Reinvestment..., Sales
Education
Loyola University Chicago 2004 — 2009
Bachelor, Marketing, Advertising, Public Relations
Eugenia Beal's The Private Bank and Trust Company Experience March 2010 - Present
Job Client Service Professional at The Private Bank And Trust Company
Industry Banking
Experience
The Private Bank And Trust Company March 2010 - Present
J. P. Morgan Chase Bank October 1996 - May 2009
j p morgan chase bank 1996 - 2009
JP MORGAN CHASE BANK 1996 - 2009
Skills
Banking, Volunteered for 8 years...
Education
Chicago State University 1981 — 1984
Accounting
The Private Bank And Trust Company March 2010 - Present
J. P. Morgan Chase Bank October 1996 - May 2009
j p morgan chase bank 1996 - 2009
JP MORGAN CHASE BANK 1996 - 2009
Skills
Banking, Volunteered for 8 years...
Education
Chicago State University 1981 — 1984
Accounting
Daniel Zettinger's The Private Bank and Trust Company Experience January 2010 - August 2011
Job Vice President Commercial Banking at Associated Bank
Industry Banking
Experience
Associated Bank August 2015 - Present
The PrivateBank and Trust Company March 2014 - July 2015
The PrivateBank and Trust Company September 2011 - February 2014
The Private Bank And Trust Company January 2010 - August 2011
Midwest Bank & Trust September 2008 - December 2009
JPMorgan Chase July 2007 - September 2008
Skills
Commercial Banking, Credit Analysis, Loans, Credit, Financial Modeling, Financial Statement..., Commercial Lending, Cash Flow Lending, Relationship Management, Secured Financing, Underwriting, Financial Analysis, Food & Beverage, Structured Finance
Education
Northern Illinois University 2003 — 2007
BS, Finance, Economics
SFHS
Associated Bank August 2015 - Present
The PrivateBank and Trust Company March 2014 - July 2015
The PrivateBank and Trust Company September 2011 - February 2014
The Private Bank And Trust Company January 2010 - August 2011
Midwest Bank & Trust September 2008 - December 2009
JPMorgan Chase July 2007 - September 2008
Skills
Commercial Banking, Credit Analysis, Loans, Credit, Financial Modeling, Financial Statement..., Commercial Lending, Cash Flow Lending, Relationship Management, Secured Financing, Underwriting, Financial Analysis, Food & Beverage, Structured Finance
Education
Northern Illinois University 2003 — 2007
BS, Finance, Economics
SFHS
Patrick Malone's The Private Bank and Trust Company Experience February 2012 - February 2013
Job Associate Managing Director Healthcare Specialty Banking at The PrivateBank
Industry Banking
Experience
The PrivateBank March 2015 - Present
The PrivateBank March 2013 - February 2015
The Private Bank And Trust Company February 2012 - February 2013
Wintrust Financial Corporation August 2010 - January 2012
HJ Umbaugh & Associates May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Forecasting, Data Analysis, Corporate Finance, Credit, Commercial Banking, Loans, Leadership, HUD Bridge Financing, Bridge Financing, Acquisition Financing, Working Capital..., Syndications, Finance, Portfolio Management, Credit Analysis, Underwriting, Valuation, Banking
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science (BS), Finance and Financial Management Services
Maastricht University 2009 — 2009
International Finance
The PrivateBank March 2015 - Present
The PrivateBank March 2013 - February 2015
The Private Bank And Trust Company February 2012 - February 2013
Wintrust Financial Corporation August 2010 - January 2012
HJ Umbaugh & Associates May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Forecasting, Data Analysis, Corporate Finance, Credit, Commercial Banking, Loans, Leadership, HUD Bridge Financing, Bridge Financing, Acquisition Financing, Working Capital..., Syndications, Finance, Portfolio Management, Credit Analysis, Underwriting, Valuation, Banking
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science (BS), Finance and Financial Management Services
Maastricht University 2009 — 2009
International Finance
Jim Feldman's The Private Bank and Trust Company Experience March 2008 - Present
Job Managing Director at The Private Bank And Trust Company
Industry Banking
Experience
The Private Bank And Trust Company March 2008 - Present
LaSalle Bank January 1991 - March 2008
Skills
Commercial Lending, Underwriting, Investments, Portfolio Management, Middle Market, Loans, Commercial Banking, Management, Financial Analysis, Real Estate Economics, Banking, Credit Analysis, Credit, Treasury Management, Due Diligence, Mergers & Acquisitions, Finance, Financial Modeling, Risk Management, Capital Markets, Private Equity, Corporate Finance
Education
Indiana University Bloomington 1976 — 1980
Bachelor's degree, Finance
DePaul University
Master of Business Administration (M.B.A.), Finance
The Private Bank And Trust Company March 2008 - Present
LaSalle Bank January 1991 - March 2008
Skills
Commercial Lending, Underwriting, Investments, Portfolio Management, Middle Market, Loans, Commercial Banking, Management, Financial Analysis, Real Estate Economics, Banking, Credit Analysis, Credit, Treasury Management, Due Diligence, Mergers & Acquisitions, Finance, Financial Modeling, Risk Management, Capital Markets, Private Equity, Corporate Finance
Education
Indiana University Bloomington 1976 — 1980
Bachelor's degree, Finance
DePaul University
Master of Business Administration (M.B.A.), Finance
Anissa McCarty's The Private Bank and Trust Company Experience September 2012 - Present
Job Wire Transfer Operator at The PrivateBank
Industry Banking
Experience
The Private Bank And Trust Company September 2012 - Present
The PrivateBank September 2012 - Present
ComEd March 2011 - October 2011
ComEd April 2010 - October 2010
Corus Bank January 2006 - October 2009
JPMorgan Chase March 1999 - September 2005
Century 21 Dabbs August 2003 - May 2004
Crate and Barrel January 1990 - February 1999
Skills
Credit, Cash Flow, Microsoft Money, Cash Management, QuickBooks, Call Center, Microsoft Excel, Microsoft Word, Real Estate, Customer Service, Banking, Customer Satisfaction, Call Centers, Outlook, Leadership, Team Building, Marketing, Finance, Microsoft Office, Training
Education
American Public University System 2012 — 2015
Associate’s Degree, Accounting, 2.1
The Private Bank And Trust Company September 2012 - Present
The PrivateBank September 2012 - Present
ComEd March 2011 - October 2011
ComEd April 2010 - October 2010
Corus Bank January 2006 - October 2009
JPMorgan Chase March 1999 - September 2005
Century 21 Dabbs August 2003 - May 2004
Crate and Barrel January 1990 - February 1999
Skills
Credit, Cash Flow, Microsoft Money, Cash Management, QuickBooks, Call Center, Microsoft Excel, Microsoft Word, Real Estate, Customer Service, Banking, Customer Satisfaction, Call Centers, Outlook, Leadership, Team Building, Marketing, Finance, Microsoft Office, Training
Education
American Public University System 2012 — 2015
Associate’s Degree, Accounting, 2.1
Kara McNamara's The Private Bank and Trust Company Experience March 2013 - Present
Job Senior Underwriter
Industry Banking
Experience
The Private Bank And Trust Company March 2013 - Present
Brian T McNamara & Assoc January 2007 - Present
Standard Bank & Trust Company February 2010 - February 2013
PharmEd International October 2007 - December 2008
First National Bank of Chicago May 1992 - April 1999
Standard Bank & Trust Company February 1990 - May 1992
Skills
Customer Service, Banking, Portfolio Management, Loans, Mortgage Lending, Credit, Risk Management, Financial Risk, Financial Markets, Investments, Derivatives, Equities, Securities, Underwriting, Policy, Due Diligence, Regulatory Examinations, Retail Banking, Laser Pro, Community Reinvestment..., Community Banks, Microsoft Excel, Refinance, Mortgage Banking, Credit Analysis, Residential Mortgages, Branch Banking, Budgets, Consumer Lending, Deposit Growth, Management, Asset Allocation
Education
John Carroll University 1985 — 1989
Bachelor of Arts, English, Philosophy
Loyola of Rome 1987 — 1988
Bachelor of Arts (B.A.), Fine/Studio Arts, General
The Private Bank And Trust Company March 2013 - Present
Brian T McNamara & Assoc January 2007 - Present
Standard Bank & Trust Company February 2010 - February 2013
PharmEd International October 2007 - December 2008
First National Bank of Chicago May 1992 - April 1999
Standard Bank & Trust Company February 1990 - May 1992
Skills
Customer Service, Banking, Portfolio Management, Loans, Mortgage Lending, Credit, Risk Management, Financial Risk, Financial Markets, Investments, Derivatives, Equities, Securities, Underwriting, Policy, Due Diligence, Regulatory Examinations, Retail Banking, Laser Pro, Community Reinvestment..., Community Banks, Microsoft Excel, Refinance, Mortgage Banking, Credit Analysis, Residential Mortgages, Branch Banking, Budgets, Consumer Lending, Deposit Growth, Management, Asset Allocation
Education
John Carroll University 1985 — 1989
Bachelor of Arts, English, Philosophy
Loyola of Rome 1987 — 1988
Bachelor of Arts (B.A.), Fine/Studio Arts, General
Mike Dominick's The Private Bank and Trust Company Experience November 1998 - Present
Job Associate Managing Director at The Private Bank And Trust Company
Industry Banking
Experience
The Private Bank And Trust Company November 1998 - Present
Skills
Commercial Lending, Project Management, Commercial Banking, Banking, Credit Analysis, Financial Analysis, Loans, Small Business Lending, Credit, Loan Origination, Consumer Lending, Mortgage Lending, Treasury Management
Education
Michigan State University 1983 — 1987
Bachelor of Arts (B.A.), Financial Administration
The Private Bank And Trust Company November 1998 - Present
Skills
Commercial Lending, Project Management, Commercial Banking, Banking, Credit Analysis, Financial Analysis, Loans, Small Business Lending, Credit, Loan Origination, Consumer Lending, Mortgage Lending, Treasury Management
Education
Michigan State University 1983 — 1987
Bachelor of Arts (B.A.), Financial Administration
Jill DeVoll's The Private Bank and Trust Company Experience February 2009 - October 2009
Job Functional Coordinator at Huntington National Bank
Industry Banking
Experience
Huntington National Bank October 2014 - Present
Huntington National Bank May 2010 - Present
The Private Bank And Trust Company February 2009 - October 2009
Comerica October 2002 - February 2009
Skills
Banking, Customer Service, Visio, Human Resources, Microsoft Office, Analysis, Commercial Banking, Microsoft Excel, Commercial Lending, Teamwork, Loans, Marketing, Credit, Sales, Management, Training, Coaching, Small Business Lending, Microsoft Word, Leadership, Retail Banking, Cross Selling, Consumer Lending, Mortgage Lending, Outlook, Team Building, Process Improvement, Deposits, PowerPoint, Risk Management, Event Planning, Onboarding, Event Management, Internet Banking, Administrative..., Financial Analysis, Portfolio Management, Lines Of Credit, Credit Analysis, Time Management, Loan Origination, Branch Management, Budgets, Private Banking, Sales Management, AML, Finance
Education
Macomb Community College 2007 — 2011
Business
Huntington National Bank October 2014 - Present
Huntington National Bank May 2010 - Present
The Private Bank And Trust Company February 2009 - October 2009
Comerica October 2002 - February 2009
Skills
Banking, Customer Service, Visio, Human Resources, Microsoft Office, Analysis, Commercial Banking, Microsoft Excel, Commercial Lending, Teamwork, Loans, Marketing, Credit, Sales, Management, Training, Coaching, Small Business Lending, Microsoft Word, Leadership, Retail Banking, Cross Selling, Consumer Lending, Mortgage Lending, Outlook, Team Building, Process Improvement, Deposits, PowerPoint, Risk Management, Event Planning, Onboarding, Event Management, Internet Banking, Administrative..., Financial Analysis, Portfolio Management, Lines Of Credit, Credit Analysis, Time Management, Loan Origination, Branch Management, Budgets, Private Banking, Sales Management, AML, Finance
Education
Macomb Community College 2007 — 2011
Business
Ric Sanders's The Private Bank and Trust Company Experience December 2009 - December 2011
Job Sr Accounting/Financial Analyst M&A at LexisNexis
Industry Financial Services
Experience
LexisNexis June 2014 - Present
LexisNexis June 2013 - June 2014
The PrivateBank and Trust Company January 2012 - June 2013
The Private Bank And Trust Company December 2009 - December 2011
The PrivateBank and Trust Company December 2007 - November 2009
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Credit Risk, Financial Modeling, Financial Analysis, Financial Statement..., Microsoft Excel, PowerPoint, Loans, Banking, Credit, Underwriting, Finance, Mergers & Acquisitions, Management
Education
Georgia State University 2013 — 2014
Master of Business Administration (MBA)
The University of Georgia 2003 — 2007
Finance
John MIlledge Academy
LexisNexis June 2014 - Present
LexisNexis June 2013 - June 2014
The PrivateBank and Trust Company January 2012 - June 2013
The Private Bank And Trust Company December 2009 - December 2011
The PrivateBank and Trust Company December 2007 - November 2009
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Credit Risk, Financial Modeling, Financial Analysis, Financial Statement..., Microsoft Excel, PowerPoint, Loans, Banking, Credit, Underwriting, Finance, Mergers & Acquisitions, Management
Education
Georgia State University 2013 — 2014
Master of Business Administration (MBA)
The University of Georgia 2003 — 2007
Finance
John MIlledge Academy
Ansy Dupiton's The Private Bank and Trust Company Experience June 2013 - Present
Job Mobile Device Analyst II at The Private Bank And Trust Company
Industry Information Technology and Services
Experience
The Private Bank And Trust Company June 2013 - Present
Chicago Housing Authority June 2010 - June 2013
Center of Higher Development August 2007 - April 2009
LBP Manufacturing, Inc. November 2002 - June 2006
Northern Trust 1997 - 2000
Skills
Mobile Devices, Blackberry Enterprise..., Blackberry, Blackberry OS, Android, Android SDK, iPhone, iPad, Active Directory, Help Desk Support, Sencha Touch, SharePoint, Access, Visio, BigFix, Citrix, Project Management, Data Analysis, Microsoft Office, System Administration, Windows 7, Troubleshooting, SQL, Leadership, Ruby on Rails, HelpStar, PC, Linux, Adobe Creative Suite, Salesforce.com..., VMware, Microsoft Exchange, HTML 5, CSS3, JavaScript, Android Development, Databases, Graphic Design, Windows Server, Program Management, Technical Support, Windows, Microsoft SQL Server, Cloud Computing, Web Development, Salesforce.com, Wireless Networking, Network Administration, CRM, HTML
Education
DePaul University 2012 — 2015
Bachelor of Arts (B.A.), Computing
St. Brides School
The Private Bank And Trust Company June 2013 - Present
Chicago Housing Authority June 2010 - June 2013
Center of Higher Development August 2007 - April 2009
LBP Manufacturing, Inc. November 2002 - June 2006
Northern Trust 1997 - 2000
Skills
Mobile Devices, Blackberry Enterprise..., Blackberry, Blackberry OS, Android, Android SDK, iPhone, iPad, Active Directory, Help Desk Support, Sencha Touch, SharePoint, Access, Visio, BigFix, Citrix, Project Management, Data Analysis, Microsoft Office, System Administration, Windows 7, Troubleshooting, SQL, Leadership, Ruby on Rails, HelpStar, PC, Linux, Adobe Creative Suite, Salesforce.com..., VMware, Microsoft Exchange, HTML 5, CSS3, JavaScript, Android Development, Databases, Graphic Design, Windows Server, Program Management, Technical Support, Windows, Microsoft SQL Server, Cloud Computing, Web Development, Salesforce.com, Wireless Networking, Network Administration, CRM, HTML
Education
DePaul University 2012 — 2015
Bachelor of Arts (B.A.), Computing
St. Brides School
Matthew Bliese's The Private Bank and Trust Company Experience January 2011 - December 2011
Job Senior Accountant at Cherokee Inc.
Industry Accounting
Experience
Cherokee Inc. October 2013 - Present
Inteliquent December 2011 - August 2013
The Private Bank And Trust Company January 2011 - December 2011
Deloitte & Touche September 2009 - December 2010
Skills
Accounting, Microsoft Office, Financial Accounting, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, SEC filings, US GAAP, GAAP, External Audit, SEC Filings, Internal Audit, Microsoft Excel
Education
DePaul University 2004 — 2009
Bachelor of Science, Accountancy
Cherokee Inc. October 2013 - Present
Inteliquent December 2011 - August 2013
The Private Bank And Trust Company January 2011 - December 2011
Deloitte & Touche September 2009 - December 2010
Skills
Accounting, Microsoft Office, Financial Accounting, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, SEC filings, US GAAP, GAAP, External Audit, SEC Filings, Internal Audit, Microsoft Excel
Education
DePaul University 2004 — 2009
Bachelor of Science, Accountancy
Chris Lehnert's The Private Bank and Trust Company Experience August 2006 - Present
Job Private Banking Officer at The Private Bank And Trust Company
Industry Banking
Experience
The Private Bank And Trust Company August 2006 - Present
Education
Aurora University 2009 — 2011
MBA, Accounting
The Private Bank And Trust Company August 2006 - Present
Education
Aurora University 2009 — 2011
MBA, Accounting
Darrin Bacon's The Private Bank and Trust Company Experience June 2009 - December 2009
Job Managing Director at First Bank & Trust, Evanston
Industry Banking
Experience
First Bank & Trust, Evanston June 2010 - Present
Midwest Bank & Trust June 2006 - June 2010
The Private Bank And Trust Company June 2009 - December 2009
Royal American Bank September 2001 - June 2006
American National Bank/First Chicago Bank September 1991 - September 2001
Boulevard Bank NA June 1986 - September 1990
Skills
Commercial Banking, Banking, Treasury Management, Finance, Working Capital..., Commercial Lending, Credit Analysis, Management, Small Business Lending, Risk Management, Leadership, Cash Management, Portfolio Management, Financial Analysis, Credit
Education
DePaul University 1988 — 1990
Master of Business Administration (MBA), Finance, General
Eastern Illinois University 1981 — 1985
Bachelor of Science (B.S.), Accounting/Finance
First Bank & Trust, Evanston June 2010 - Present
Midwest Bank & Trust June 2006 - June 2010
The Private Bank And Trust Company June 2009 - December 2009
Royal American Bank September 2001 - June 2006
American National Bank/First Chicago Bank September 1991 - September 2001
Boulevard Bank NA June 1986 - September 1990
Skills
Commercial Banking, Banking, Treasury Management, Finance, Working Capital..., Commercial Lending, Credit Analysis, Management, Small Business Lending, Risk Management, Leadership, Cash Management, Portfolio Management, Financial Analysis, Credit
Education
DePaul University 1988 — 1990
Master of Business Administration (MBA), Finance, General
Eastern Illinois University 1981 — 1985
Bachelor of Science (B.S.), Accounting/Finance
Andrew Kahlenberg's The Private Bank and Trust Company Experience February 2008 - Present
Job Managing Director, The PrivateBank
Industry Banking
Experience
Positive Parenting Dupage August 2008 - Present
The Private Bank And Trust Company February 2008 - Present
LaSalle Bank April 2000 - February 2008
Skills
Commercial Banking, Credit, Commercial Lending, Loans, Credit Analysis, Financial Analysis, Banking, Credit Risk
Education
Monmouth College 1995 — 1999
BA, Finance
Positive Parenting Dupage August 2008 - Present
The Private Bank And Trust Company February 2008 - Present
LaSalle Bank April 2000 - February 2008
Skills
Commercial Banking, Credit, Commercial Lending, Loans, Credit Analysis, Financial Analysis, Banking, Credit Risk
Education
Monmouth College 1995 — 1999
BA, Finance
Douglas Colletti's The Private Bank and Trust Company Experience July 2009 - Present
Job MANAGING DIRECTOR at The Private Bank And Trust Company
Industry Banking
Experience
The Private Bank And Trust Company July 2009 - Present
The PrivateBank 2009 - Present
Bank of America Business Capital April 1993 - June 2009
Bank of America 2006 - 2009
LaSalle Business Credit, LLC 1993 - 2009
LaSalle Bank 1993 - 2008
Sanwa Business Credit 1986 - 1993
Skills
Portfolio Management, Banking, Asset Based Lending, Treasury Management, Middle Market, Loans, Valuation, Commercial Banking, Executive Management, Commercial Lending, Corporate Finance, Small Business Lending, Credit Risk, Credit, Financial Modeling, Credit Analysis, Cash Management
Education
Northern Illinois University 1978 — 1983
BA, ACCOUNTANCY, FINANCE
EAST LEYDEN
EAST LEYDEN
EAST LEYDEN
The Private Bank And Trust Company July 2009 - Present
The PrivateBank 2009 - Present
Bank of America Business Capital April 1993 - June 2009
Bank of America 2006 - 2009
LaSalle Business Credit, LLC 1993 - 2009
LaSalle Bank 1993 - 2008
Sanwa Business Credit 1986 - 1993
Skills
Portfolio Management, Banking, Asset Based Lending, Treasury Management, Middle Market, Loans, Valuation, Commercial Banking, Executive Management, Commercial Lending, Corporate Finance, Small Business Lending, Credit Risk, Credit, Financial Modeling, Credit Analysis, Cash Management
Education
Northern Illinois University 1978 — 1983
BA, ACCOUNTANCY, FINANCE
EAST LEYDEN
EAST LEYDEN
EAST LEYDEN
saumin patel's The Private Bank and Trust Company Experience June 2009 - Present
Job Software Engineer
Industry Banking
Experience
The Private Bank And Trust Company June 2009 - Present
Wanger Investment Management 2010 - 2010
Skills
.NET, C#, Python, JavaScript, VBA, jQuery, HTML, SQL, SDLC, Data Analysis, Business Analysis, Requirements Analysis, Object Oriented Design, Data Structures, Algorithms
Education
DePaul University 2009 — 2011
Master of Science (MS), Information Systems
Purdue University 2002 — 2006
Bachelors of Science, Industrial Engineering
The Private Bank And Trust Company June 2009 - Present
Wanger Investment Management 2010 - 2010
Skills
.NET, C#, Python, JavaScript, VBA, jQuery, HTML, SQL, SDLC, Data Analysis, Business Analysis, Requirements Analysis, Object Oriented Design, Data Structures, Algorithms
Education
DePaul University 2009 — 2011
Master of Science (MS), Information Systems
Purdue University 2002 — 2006
Bachelors of Science, Industrial Engineering
Kyle Griffith's The Private Bank and Trust Company Experience June 2010 - Present
Job The PrivateBank And Trust Company
Industry Banking
Experience
The Private Bank And Trust Company June 2010 - Present
RR Donnelley July 2007 - May 2010
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
CIMBA 2005 — 2005
Business Administration and Management, General
University of Kansas
Finance
The Private Bank And Trust Company June 2010 - Present
RR Donnelley July 2007 - May 2010
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
CIMBA 2005 — 2005
Business Administration and Management, General
University of Kansas
Finance
Jeff Lezotte's The Private Bank and Trust Company Experience SVPJPMorgan Chase1986 - 2008
Job Managing Director at The Private Bank And Trust Company
Industry Banking
Experience
The Private Bank And Trust Company SVPJPMorgan Chase1986 - 2008
Skills
Banking, Commercial Lending, Commercial Banking, Credit Analysis, Loans, Credit, Capital Markets, Underwriting, Portfolio Management, Credit Risk, Middle Market, Financial Analysis
Education
Eastern Illinois University
Bachelor of Science (BS), Finance, General
Loyola University Chicago
MBA, Finance, General
The Private Bank And Trust Company SVPJPMorgan Chase1986 - 2008
Skills
Banking, Commercial Lending, Commercial Banking, Credit Analysis, Loans, Credit, Capital Markets, Underwriting, Portfolio Management, Credit Risk, Middle Market, Financial Analysis
Education
Eastern Illinois University
Bachelor of Science (BS), Finance, General
Loyola University Chicago
MBA, Finance, General
Christine Salerno's The Private Bank and Trust Company Experience November 2007 - June 2012
Job Disposition Analyst at Flagstar Bank
Industry Banking
Experience
The Private Bank And Trust Company November 2007 - June 2012
Kmart Corporation September 2003 - February 2006
The May Department Stores Company October 1999 - August 2003
Kmart Corporation July 1997 - September 1999
The Dial Corporation August 1995 - August 1997
Skills
Commercial Banking, Banking, Loans, Commercial Lending, Inventory Management
Education
Michigan State University 1990 — 1993
Bachelor of Arts, Financial Administration
Oakland University 1988 — 1990
Business
The Private Bank And Trust Company November 2007 - June 2012
Kmart Corporation September 2003 - February 2006
The May Department Stores Company October 1999 - August 2003
Kmart Corporation July 1997 - September 1999
The Dial Corporation August 1995 - August 1997
Skills
Commercial Banking, Banking, Loans, Commercial Lending, Inventory Management
Education
Michigan State University 1990 — 1993
Bachelor of Arts, Financial Administration
Oakland University 1988 — 1990
Business
Robert Fohrman's The Private Bank and Trust Company Experience August 2013 - June 2014
Job Mortgage support
Industry Financial Services
Experience
Stonegate Mortgage Corporation (NYSE: SGM) June 2014 - Present
The Private Bank And Trust Company August 2013 - June 2014
Fifth Third Bank April 2012 - August 2013
Aerotek October 2011 - February 2012
Village of Northbrook June 2010 - July 2010
Regal Cinema 2007 - 2008
Education
Indiana University - Kelley School of Business 2007 — 2011
Real Estate, Operations Management, Real Estate, Finance, Supply Chain Management
Deerfield High School 2003 — 2007
Stonegate Mortgage Corporation (NYSE: SGM) June 2014 - Present
The Private Bank And Trust Company August 2013 - June 2014
Fifth Third Bank April 2012 - August 2013
Aerotek October 2011 - February 2012
Village of Northbrook June 2010 - July 2010
Regal Cinema 2007 - 2008
Education
Indiana University - Kelley School of Business 2007 — 2011
Real Estate, Operations Management, Real Estate, Finance, Supply Chain Management
Deerfield High School 2003 — 2007
Marcus Montanye's The Private Bank and Trust Company Experience October 2007 - Present
Job Group Manager for Commercial Banking & Structured Finance at The PrivateBank
Industry Banking
Experience
The Private Bank And Trust Company October 2007 - Present
LaSalle Bank 1996 - 2007
Skills
Commercial Banking, Financial Modeling, Middle Market, Leadership, Structured Finance, Loans, Commercial Real Estate, Cash Flow Lending
Education
Northwestern University - Kellogg School of Management 2001 — 2004
MBA, Finance, Management
The University of Iowa 1992 — 1996
BA, Finance, Accounting
The Private Bank And Trust Company October 2007 - Present
LaSalle Bank 1996 - 2007
Skills
Commercial Banking, Financial Modeling, Middle Market, Leadership, Structured Finance, Loans, Commercial Real Estate, Cash Flow Lending
Education
Northwestern University - Kellogg School of Management 2001 — 2004
MBA, Finance, Management
The University of Iowa 1992 — 1996
BA, Finance, Accounting
Molly Moore Johnson's The Private Bank and Trust Company Experience May 2009 - July 2013
Job Corporate & Securities Counsel at Orbitz Worldwide
Industry Banking
Experience
Orbitz Worldwide July 2013 - Present
The Private Bank And Trust Company May 2009 - July 2013
Sidley Austin 2007 - May 2009
Tribune Company 2005 - 2006
Vedder Price, P.C. 2002 - 2004
Skills
Corporate Governance, Asset Management
Education
Northwestern University School of Law 2004 — 2007
JD
Northwestern University 1997 — 2001
B.A., Political Science, English
Orbitz Worldwide July 2013 - Present
The Private Bank And Trust Company May 2009 - July 2013
Sidley Austin 2007 - May 2009
Tribune Company 2005 - 2006
Vedder Price, P.C. 2002 - 2004
Skills
Corporate Governance, Asset Management
Education
Northwestern University School of Law 2004 — 2007
JD
Northwestern University 1997 — 2001
B.A., Political Science, English
Anthony Mikulec's The Private Bank and Trust Company Experience October 2013 - July 2014
Job at anthony.mikulec@sentry.com
Industry Insurance
Experience
Sentry Insurance August 2014 - Present
The Private Bank And Trust Company October 2013 - July 2014
The Private Bank And Trust Company March 2011 - October 2013
JPMorgan Chase February 2009 - February 2011
AXA Advisors February 2008 - February 2009
Skills
Credit, Loans, Finance, Banking, Small Business Lending, Credit Analysis, Commercial Banking, Mortgage Lending, Retail Banking, Loan Origination, Commercial Lending, Mortgage Banking, Insurance, Credit Risk, Consumer Lending, Underwriting, Commercial Insurance, Workers Compensation, Life Insurance, 401k, Group Insurance
Education
Central Michigan University 2007 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
Central Michigan University 2003 — 2007
Bachelor of Arts (B.A.), Sports Studies
Sentry Insurance August 2014 - Present
The Private Bank And Trust Company October 2013 - July 2014
The Private Bank And Trust Company March 2011 - October 2013
JPMorgan Chase February 2009 - February 2011
AXA Advisors February 2008 - February 2009
Skills
Credit, Loans, Finance, Banking, Small Business Lending, Credit Analysis, Commercial Banking, Mortgage Lending, Retail Banking, Loan Origination, Commercial Lending, Mortgage Banking, Insurance, Credit Risk, Consumer Lending, Underwriting, Commercial Insurance, Workers Compensation, Life Insurance, 401k, Group Insurance
Education
Central Michigan University 2007 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
Central Michigan University 2003 — 2007
Bachelor of Arts (B.A.), Sports Studies
Rosa Magana's The Private Bank and Trust Company Experience December 1998 - June 2001
Job Property Manager at Marc Realty
Industry Real Estate
Experience
Marc Realty August 2005 - Present
Marc Realty, Property Management Company December 2002 - Present
Marc Realty August 2004 - August 2005
Marc Realty December 2002 - August 2004
MidTown Bank July 2001 - September 2001
The Private Bank And Trust Company December 1998 - June 2001
Skills
Budgets, Account Reconciliation, Leases, Management, Tenant, Commercial Real Estate, Lease Administration, Facilities Management, Negotiation, Property Management, Investment Properties, Real Estate, Location Intelligence, Disposition, Corporate Real Estate, Contract Negotiation, Dispositions
Education
National Louis University
Bachelors Degree: Bachelor of Science, Management
Marc Realty August 2005 - Present
Marc Realty, Property Management Company December 2002 - Present
Marc Realty August 2004 - August 2005
Marc Realty December 2002 - August 2004
MidTown Bank July 2001 - September 2001
The Private Bank And Trust Company December 1998 - June 2001
Skills
Budgets, Account Reconciliation, Leases, Management, Tenant, Commercial Real Estate, Lease Administration, Facilities Management, Negotiation, Property Management, Investment Properties, Real Estate, Location Intelligence, Disposition, Corporate Real Estate, Contract Negotiation, Dispositions
Education
National Louis University
Bachelors Degree: Bachelor of Science, Management
Syndl Primas's The Private Bank and Trust Company Experience May 2013 - Present
Job at
Industry Banking
Experience
The Private Bank And Trust Company May 2013 - Present
Bank of America April 2007 - May 2013
Skills
Banking, Loans, Microsoft Office, Customer Service, Strategic Planning, Financial Analysis, Retail Banking, Teamwork, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Customer Satisfaction, Credit Analysis, Microsoft Word
Education
Chicago State University 2005 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
The Private Bank And Trust Company May 2013 - Present
Bank of America April 2007 - May 2013
Skills
Banking, Loans, Microsoft Office, Customer Service, Strategic Planning, Financial Analysis, Retail Banking, Teamwork, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Customer Satisfaction, Credit Analysis, Microsoft Word
Education
Chicago State University 2005 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Curt Trizzino's The Private Bank and Trust Company Experience August 2012 - Present
Job Retail Product Management Analyst at The PrivateBank
Industry Banking
Experience
The Private Bank And Trust Company August 2012 - Present
The PrivateBank and Trust Company August 2007 - August 2012
Harrah's Joliet Casino & Hotel November 2004 - March 2007
Skills
Banking, Business Analysis, Customer Service, Marketing Strategy, Product Management, Risk Management, Strategic Planning, Marketing
Education
Lewis University 2000 — 2005
MBA, Marketing
The Private Bank And Trust Company August 2012 - Present
The PrivateBank and Trust Company August 2007 - August 2012
Harrah's Joliet Casino & Hotel November 2004 - March 2007
Skills
Banking, Business Analysis, Customer Service, Marketing Strategy, Product Management, Risk Management, Strategic Planning, Marketing
Education
Lewis University 2000 — 2005
MBA, Marketing
georgiana malik's The Private Bank and Trust Company Experience October 2012 - Present
Job Executive Administrative Assistant at The Private Bank And Trust Company
Industry Apparel & Fashion
Experience
The Private Bank And Trust Company October 2012 - Present
Self-employed November 2011 - October 2012
Luxottica Retail November 2005 - October 2011
McDonald's Corporation February 1988 - March 2004
Skills
Retail, Management
Education
Morton College
Nazareth Academy
The Private Bank And Trust Company October 2012 - Present
Self-employed November 2011 - October 2012
Luxottica Retail November 2005 - October 2011
McDonald's Corporation February 1988 - March 2004
Skills
Retail, Management
Education
Morton College
Nazareth Academy
Gina Spina's The Private Bank and Trust Company Experience May 2009 - Present
Job Commercial Banking Officer at The PrivateBank
Industry Banking
Experience
The Private Bank And Trust Company May 2009 - Present
The PrivateBank May 2009 - Present
Skills
Commercial Banking, Banking, Commercial Lending, Credit, Credit Risk, Risk Management, Financial Analysis, Portfolio Management, Loans, Credit Analysis
Education
Northeastern Illinois University 1992 — 1994
City Colleges of Chicago-Wilbur Wright College 1981 — 1982
The Private Bank And Trust Company May 2009 - Present
The PrivateBank May 2009 - Present
Skills
Commercial Banking, Banking, Commercial Lending, Credit, Credit Risk, Risk Management, Financial Analysis, Portfolio Management, Loans, Credit Analysis
Education
Northeastern Illinois University 1992 — 1994
City Colleges of Chicago-Wilbur Wright College 1981 — 1982
Nicholas Jaroszewicz's The Private Bank and Trust Company Experience June 2012 - August 2012
Job Business Analyst at AnheuserBusch InBev
Industry Consumer Goods
Experience
Anheuser-Busch InBev August 2015 - Present
Anheuser-Busch InBev December 2014 - August 2015
Anheuser-Busch InBev July 2014 - December 2014
Harvard University August 2010 - May 2014
Deutsche Bank June 2013 - August 2013
The Private Bank And Trust Company June 2012 - August 2012
New Energy Petroleum June 2010 - August 2011
Cincinnati Reds May 2010 - June 2010
Skills
PowerPoint, Data Analysis, Microsoft Excel, Social Media, Stata, C, Microsoft Word
Education
Harvard College 2011 — 2014
Bachelor of Arts (B.A.), History with Economics
Indian Hill High School 2006 — 2010
Anheuser-Busch InBev August 2015 - Present
Anheuser-Busch InBev December 2014 - August 2015
Anheuser-Busch InBev July 2014 - December 2014
Harvard University August 2010 - May 2014
Deutsche Bank June 2013 - August 2013
The Private Bank And Trust Company June 2012 - August 2012
New Energy Petroleum June 2010 - August 2011
Cincinnati Reds May 2010 - June 2010
Skills
PowerPoint, Data Analysis, Microsoft Excel, Social Media, Stata, C, Microsoft Word
Education
Harvard College 2011 — 2014
Bachelor of Arts (B.A.), History with Economics
Indian Hill High School 2006 — 2010
Bradford Czochara, Psy.D.'s The Private Bank and Trust Company Experience November 2004 - May 2012
Job Licensed Clinical Psychologist at Trinity Services Inc.
Industry Mental Health Care
Experience
Trinity Services Inc. July 2015 - Present
Neurobehavioral Medicine Consultants, Ltd. August 2013 - Present
Trinity Services, Inc. July 2013 - Present
Winfield Woods Healthcare June 2012 - July 2013
Trinity Services inc July 2011 - July 2012
The Private Bank And Trust Company November 2004 - May 2012
Infant Jesus of Prague School July 2010 - July 2011
Trinity Services inc July 2009 - June 2010
Skills
Psychology, Counseling Psychology, Clinical Psychology, Therapists, Psychotherapy, Mental Health, Adolescents, Family Therapy, CBT, Adults, Group Therapy, Treatment, Stress Management, Interventions, Public Speaking, Autism Spectrum Disrders, Neuropsychology, Developmental..., Program Development, Acceptance & Commitment..., Mindfulness-based..., Social Skills Training, Psychodynamic..., Mental Health Counseling, Autism Spectrum..., Clinical Research, Psychological Assessment, Behavioral Health, DBT
Education
Midwestern University 2008 — 2013
Psy.D., Clinical Psychology
Saint Xavier University 2004 — 2008
B.S., Psychology - Industrial/Organizational
Trinity Services Inc. July 2015 - Present
Neurobehavioral Medicine Consultants, Ltd. August 2013 - Present
Trinity Services, Inc. July 2013 - Present
Winfield Woods Healthcare June 2012 - July 2013
Trinity Services inc July 2011 - July 2012
The Private Bank And Trust Company November 2004 - May 2012
Infant Jesus of Prague School July 2010 - July 2011
Trinity Services inc July 2009 - June 2010
Skills
Psychology, Counseling Psychology, Clinical Psychology, Therapists, Psychotherapy, Mental Health, Adolescents, Family Therapy, CBT, Adults, Group Therapy, Treatment, Stress Management, Interventions, Public Speaking, Autism Spectrum Disrders, Neuropsychology, Developmental..., Program Development, Acceptance & Commitment..., Mindfulness-based..., Social Skills Training, Psychodynamic..., Mental Health Counseling, Autism Spectrum..., Clinical Research, Psychological Assessment, Behavioral Health, DBT
Education
Midwestern University 2008 — 2013
Psy.D., Clinical Psychology
Saint Xavier University 2004 — 2008
B.S., Psychology - Industrial/Organizational
Alberta Wilson's The Private Bank and Trust Company Experience October 2008 - July 2015
Job REO Administrator ll, The PrivateBank & Trust Co.
Industry Banking
Experience
The PrivateBank & Trust Co. 2015 - Present
The Private Bank And Trust Company October 2008 - July 2015
Merrill Lynch March 2000 - April 2008
Education
DePaul University
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
The PrivateBank & Trust Co. 2015 - Present
The Private Bank And Trust Company October 2008 - July 2015
Merrill Lynch March 2000 - April 2008
Education
DePaul University
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Mary C. Lum's The Private Bank and Trust Company Experience January 2004 - June 2011
Job Asst. Vice President / Operations Officer at First Bank of Highland Park
Industry Banking
Experience
First Bank of Highland Park June 2011 - Present
The Private Bank And Trust Company January 2004 - June 2011
JPMorgan Chase May 1998 - August 2002
Sanwa Business Credit Corporation 1996 - 1998
Westpac 1985 - 1993
Skills
Culinary Education, Microsoft Office, Financial Analysis
Education
Loyola University of Chicago
Bachelor of Arts (B.A.), Economics
Le Cordon Bleu College of Culinary Arts-Chicago
Associate's degree
First Bank of Highland Park June 2011 - Present
The Private Bank And Trust Company January 2004 - June 2011
JPMorgan Chase May 1998 - August 2002
Sanwa Business Credit Corporation 1996 - 1998
Westpac 1985 - 1993
Skills
Culinary Education, Microsoft Office, Financial Analysis
Education
Loyola University of Chicago
Bachelor of Arts (B.A.), Economics
Le Cordon Bleu College of Culinary Arts-Chicago
Associate's degree
Matt Gibbons's The Private Bank and Trust Company Experience October 2007 - Present
Job Managing Director at The PrivateBank and Trust Company
Industry Banking
Experience
The Private Bank And Trust Company October 2007 - Present
LaSalle Bank October 2001 - October 2007
Skills
Commercial Banking, Commercial Lending, Credit Analysis, Loans, Middle Market, Underwriting, Treasury Management, Small Business Lending, Asset Based Lending, Portfolio Management, Credit Risk, Credit, Cash Management, Banking, Capital Markets
Education
Miami University
Bachelor of Science (B.S.), Finance
The Private Bank And Trust Company October 2007 - Present
LaSalle Bank October 2001 - October 2007
Skills
Commercial Banking, Commercial Lending, Credit Analysis, Loans, Middle Market, Underwriting, Treasury Management, Small Business Lending, Asset Based Lending, Portfolio Management, Credit Risk, Credit, Cash Management, Banking, Capital Markets
Education
Miami University
Bachelor of Science (B.S.), Finance
Mark Fecht's The Private Bank and Trust Company Experience 2009 - Present
Job
Industry Banking
Experience
The Private Bank And Trust Company 2009 - Present
Skills
Microsoft Excel, Commercial Banking, Loans, Banking, Commercial Lending, Strategic Planning, Small Business Lending, Credit, Investments, Credit Risk, Credit Analysis, Finance, Loan Origination, Real Estate
Education
Northwestern University - Kellogg School of Management
Accounting and Finance
University of Illinois at Urbana-Champaign
Animal Sciences/Agricultural Economics
The Private Bank And Trust Company 2009 - Present
Skills
Microsoft Excel, Commercial Banking, Loans, Banking, Commercial Lending, Strategic Planning, Small Business Lending, Credit, Investments, Credit Risk, Credit Analysis, Finance, Loan Origination, Real Estate
Education
Northwestern University - Kellogg School of Management
Accounting and Finance
University of Illinois at Urbana-Champaign
Animal Sciences/Agricultural Economics
Tom Rohrer's The Private Bank and Trust Company Experience 2008 - 2013
Job Banking Professional
Industry Banking
Experience
LaSalle Bank July 2003 - February 2013
The Private Bank And Trust Company 2008 - 2013
Education
Eastern Illinois University 1973 — 1976
Bachelor of Science (B.S.), Finance
LaSalle Bank July 2003 - February 2013
The Private Bank And Trust Company 2008 - 2013
Education
Eastern Illinois University 1973 — 1976
Bachelor of Science (B.S.), Finance
Ehab Akhras's The Private Bank and Trust Company Experience June 2013 - August 2013
Job Credit Analyst at The PrivateBank
Industry Financial Services
Experience
The PrivateBank June 2014 - Present
City Furniture June 2007 - June 2014
The Private Bank And Trust Company June 2013 - August 2013
Skills
Sales Management, Operations Management, Store Management, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Inventory Management
Education
DePaul University 2011 — 2014
Finance, Senior
The PrivateBank June 2014 - Present
City Furniture June 2007 - June 2014
The Private Bank And Trust Company June 2013 - August 2013
Skills
Sales Management, Operations Management, Store Management, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Inventory Management
Education
DePaul University 2011 — 2014
Finance, Senior
Karolann Aguilar's The Private Bank and Trust Company Experience August 2011 - Present
Job Mortgage Sales Assistant at The PrivateBank and Trust Company
Industry Banking
Experience
The Private Bank And Trust Company August 2011 - Present
The PrivateBank and Trust Company August 2011 - Present
Bank of America October 2002 - August 2011
Bank of America formerly ABN AMRO April 1999 - July 2002
Education
City Colleges of Chicago-Wilbur Wright College
The Private Bank And Trust Company August 2011 - Present
The PrivateBank and Trust Company August 2011 - Present
Bank of America October 2002 - August 2011
Bank of America formerly ABN AMRO April 1999 - July 2002
Education
City Colleges of Chicago-Wilbur Wright College
James Stenborg's The Private Bank and Trust Company Experience October 2013 - Present
Job Reconciliation Specialist at The Private Bank And Trust Company
Industry Accounting
Experience
The Private Bank And Trust Company October 2013 - Present
Citi May 2000 - August 2013
Skills
Account Reconciliation, Analytical Skills, Leadership, Reliability, Payroll, Cost Control, Project Management, Financial Analysis, Financial Accounting, Operations Management, Recruiting, Process Improvement, Procedure Development, Staff Development, Staff Supervision, Cash Management
Education
Lindenwood University
Bachelor of Science (BS), Business Administration
The Private Bank And Trust Company October 2013 - Present
Citi May 2000 - August 2013
Skills
Account Reconciliation, Analytical Skills, Leadership, Reliability, Payroll, Cost Control, Project Management, Financial Analysis, Financial Accounting, Operations Management, Recruiting, Process Improvement, Procedure Development, Staff Development, Staff Supervision, Cash Management
Education
Lindenwood University
Bachelor of Science (BS), Business Administration
Juan Chapa's The Private Bank and Trust Company Experience July 2012 - Present
Job Personal Banking Officer at The Private Bank And Trust Company
Industry Banking
Experience
The Private Bank And Trust Company July 2012 - Present
Northern Trust Corporation January 2008 - June 2012
TCF Bank January 2006 - January 2008
Skills
Banking, Loans, Credit
Education
College of Lake County
The Private Bank And Trust Company July 2012 - Present
Northern Trust Corporation January 2008 - June 2012
TCF Bank January 2006 - January 2008
Skills
Banking, Loans, Credit
Education
College of Lake County
TD
Scotiabank
TD Canada Trust
Silicon Valley Bank
China Merchants Bank
CIT Group
Cadence Bank, N.A.
The CIT Group