The PrivateBank
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) Traded as: NASDAQ: PVTB (1999–2017) Assets under management: 9.6 billion USD Founded: 1989 Subsidiaries: The Privatebank and Trust Company, Asset Management Arm,
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The PrivateBank Employees
Employee
Years
Job
Industry
Demetress Scott Demetress Scott's The PrivateBank Experience 2011 - Present
Job Cre Construction Loan Administration Officer at The Private Bank And Trust Company
Industry Banking
Experience
The PrivateBank 2011 - Present
The Private Bank And Trust Company July 2011 - 2014
Cole Taylor Bank July 2006 - July 2011
Cole Taylor Bank July 2006 - July 2011
Northern Trust March 2003 - July 2006
Northern Trust October 1999 - March 2003
Northern Trust October 1998 - October 1999
Calumet Federal Savings & Loans April 1996 - October 1998
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Loans, Mortgage Lending, Portfolio Management, Underwriting, Consumer Lending, Credit Analysis, Financial Analysis, Customer Service, Management
Education
University of Phoenix 2014 — 2016
Master of Business Administration (MBA)
University of Phoenix 2011 — 2014
Bachelors of Arts, Business Administration
University of Phoenix 2008 — 2010
Associate of Arts in Accounting / Bachelors of Arts in Business Administration, Accounting
The PrivateBank 2011 - Present
The Private Bank And Trust Company July 2011 - 2014
Cole Taylor Bank July 2006 - July 2011
Cole Taylor Bank July 2006 - July 2011
Northern Trust March 2003 - July 2006
Northern Trust October 1999 - March 2003
Northern Trust October 1998 - October 1999
Calumet Federal Savings & Loans April 1996 - October 1998
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Loans, Mortgage Lending, Portfolio Management, Underwriting, Consumer Lending, Credit Analysis, Financial Analysis, Customer Service, Management
Education
University of Phoenix 2014 — 2016
Master of Business Administration (MBA)
University of Phoenix 2011 — 2014
Bachelors of Arts, Business Administration
University of Phoenix 2008 — 2010
Associate of Arts in Accounting / Bachelors of Arts in Business Administration, Accounting
Meghan O'Malley's The PrivateBank Experience May 2012 - August 2014
Job Intern at Upwardly Global
Industry
Experience
Upwardly Global February 2015 - Present
Citizens for Rauner, Inc. May 2014 - August 2014
The PrivateBank May 2012 - August 2014
Padgitt, Padgitt & Peppey Ltd January 2014 - January 2014
Education
The George Washington University 2011 — 2015
Bachelor of Arts (BA), Political Science, Minor Psychology
John Felice Rome Center of Loyola University Chicago 2014 — 2014
Loyola Academy 2007 — 2011
Upwardly Global February 2015 - Present
Citizens for Rauner, Inc. May 2014 - August 2014
The PrivateBank May 2012 - August 2014
Padgitt, Padgitt & Peppey Ltd January 2014 - January 2014
Education
The George Washington University 2011 — 2015
Bachelor of Arts (BA), Political Science, Minor Psychology
John Felice Rome Center of Loyola University Chicago 2014 — 2014
Loyola Academy 2007 — 2011
Rashyeda Lewis Rashyeda Lewis's The PrivateBank Experience October 2006 - August 2008
Job Virtual Territory Trainer at AudaExplore
Industry Automotive
Experience
AudaExplore September 2011 - Present
Level One Bank January 2009 - February 2011
The PrivateBank October 2006 - August 2008
Skills
SQL, Microsoft SQL Server, Business Analysis, Business Intelligence, Software Project..., Requirements Analysis, Oracle, .NET, Management, Administrative..., Team Leadership, Administrative..., Troubleshooting, Training
Education
University of Phoenix 2012 — 2014
Associate's degree, Business Administration, Management and Operations
AudaExplore September 2011 - Present
Level One Bank January 2009 - February 2011
The PrivateBank October 2006 - August 2008
Skills
SQL, Microsoft SQL Server, Business Analysis, Business Intelligence, Software Project..., Requirements Analysis, Oracle, .NET, Management, Administrative..., Team Leadership, Administrative..., Troubleshooting, Training
Education
University of Phoenix 2012 — 2014
Associate's degree, Business Administration, Management and Operations
Erica Ryan's The PrivateBank Experience May 2015 - August 2015
Job Illinois Commercial Banking Intern
Industry Banking
Experience
Business Career Services June 2014 - Present
The PrivateBank May 2015 - August 2015
Green Purpose, LLC June 2014 - August 2014
Associated Agencies, Inc. August 2010 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Public Speaking, Analysis, Outlook, Customer Service, Program Management, Accounting, Insurance, Social Media, Marketing, Event Planning, Management, Time Management, Finance, Access
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor's degree, Finance, General
University of Illinois at Urbana-Champaign - College of Business 2012 — 2016
Bachelor's degree, Finance, General
Business Career Services June 2014 - Present
The PrivateBank May 2015 - August 2015
Green Purpose, LLC June 2014 - August 2014
Associated Agencies, Inc. August 2010 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Public Speaking, Analysis, Outlook, Customer Service, Program Management, Accounting, Insurance, Social Media, Marketing, Event Planning, Management, Time Management, Finance, Access
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor's degree, Finance, General
University of Illinois at Urbana-Champaign - College of Business 2012 — 2016
Bachelor's degree, Finance, General
Lauren Eck Lauren Eck's The PrivateBank Experience May 2011 - August 2011
Job Records Information Management at BP
Industry Oil & Energy
Experience
BP March 2015 - Present
BP May 2013 - March 2015
Venue One March 2013 - May 2013
Eventup October 2012 - February 2013
Victoria's Secret 2010 - 2012
The PrivateBank May 2011 - August 2011
First Chicago Bank & Trust May 2008 - August 2008
Skills
PowerPoint, Sales, Salesforce.com, Event Planning, Microsoft Excel, Social Media, Microsoft Office, Account Management, Interpersonal Skill, Social Media Marketing, Siebel, SAP, Project Implementation, Telephony, Project Coordination
Education
University of Iowa 2008 — 2012
Bachelor of Arts (B.A.), Communication, General; Psychology, Human Relations, 3.1
University of Iowa
BP March 2015 - Present
BP May 2013 - March 2015
Venue One March 2013 - May 2013
Eventup October 2012 - February 2013
Victoria's Secret 2010 - 2012
The PrivateBank May 2011 - August 2011
First Chicago Bank & Trust May 2008 - August 2008
Skills
PowerPoint, Sales, Salesforce.com, Event Planning, Microsoft Excel, Social Media, Microsoft Office, Account Management, Interpersonal Skill, Social Media Marketing, Siebel, SAP, Project Implementation, Telephony, Project Coordination
Education
University of Iowa 2008 — 2012
Bachelor of Arts (B.A.), Communication, General; Psychology, Human Relations, 3.1
University of Iowa
Jake Hamlin Jake Hamlin's The PrivateBank Experience July 2009 - August 2012
Job Associate Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs September 2012 - Present
The PrivateBank July 2009 - August 2012
Skills
Financial Analysis, Asset Management, Investments, Financial Modeling, Excel, Bloomberg, Microsoft Excel, Valuation
Education
The University of Chicago Booth School of Business
MBA Candidate
University of Illinois at Urbana-Champaign 2005 — 2009
BS, Economics and Finance
Goldman Sachs September 2012 - Present
The PrivateBank July 2009 - August 2012
Skills
Financial Analysis, Asset Management, Investments, Financial Modeling, Excel, Bloomberg, Microsoft Excel, Valuation
Education
The University of Chicago Booth School of Business
MBA Candidate
University of Illinois at Urbana-Champaign 2005 — 2009
BS, Economics and Finance
Megan Ruzich's The PrivateBank Experience July 2015 - Present
Job Credit Analyst at The PrivateBank
Industry Banking
Experience
The PrivateBank July 2015 - Present
Castlight Health May 2014 - Present
Health Data Management Solutions (HDMS) May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Teamwork, PowerPoint, Microsoft Word, Leadership, Access, Project Management, Healthcare Information..., Data Analysis, Customer Service, Analytics, Risk Management, Training, Management, Team Motivation
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
The PrivateBank July 2015 - Present
Castlight Health May 2014 - Present
Health Data Management Solutions (HDMS) May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Teamwork, PowerPoint, Microsoft Word, Leadership, Access, Project Management, Healthcare Information..., Data Analysis, Customer Service, Analytics, Risk Management, Training, Management, Team Motivation
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Edward Han Edward Han's The PrivateBank Experience September 2014 - May 2015
Job Vice President, Credit Officer II Global Vendor Finance at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch May 2015 - Present
The PrivateBank September 2014 - May 2015
Bank of America June 2013 - August 2014
Bank of America April 2010 - June 2013
Foster Bank January 2009 - April 2010
Skills
Credit, Credit Risk, Negotiation, Portfolio Management, Financial Analysis, Commercial Banking, Commercial Lending, Credit Analysis, Banking
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bank of America Merrill Lynch May 2015 - Present
The PrivateBank September 2014 - May 2015
Bank of America June 2013 - August 2014
Bank of America April 2010 - June 2013
Foster Bank January 2009 - April 2010
Skills
Credit, Credit Risk, Negotiation, Portfolio Management, Financial Analysis, Commercial Banking, Commercial Lending, Credit Analysis, Banking
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Jimmy Harvard, Jr. Jimmy Harvard, Jr.'s The PrivateBank Experience May 2011 - Present
Job Credit Monitoring & Control Specialist at The PrivateBank
Industry Banking
Experience
The PrivateBank May 2011 - Present
Umoja Student Development Corporation December 1999 - Present
City Year July 2008 - June 2010
Woodlawn Children's Promise Community 2010 - 2010
Skills
Volunteer Management, Non-profits, Program Development, Community Outreach, Fundraising, Grant Writing, Program Evaluation, Event Planning, Public Speaking, Research, Public Policy, Workshop Facilitation
Education
The Ohio State University 2003 — 2008
BA, Political Science
The PrivateBank May 2011 - Present
Umoja Student Development Corporation December 1999 - Present
City Year July 2008 - June 2010
Woodlawn Children's Promise Community 2010 - 2010
Skills
Volunteer Management, Non-profits, Program Development, Community Outreach, Fundraising, Grant Writing, Program Evaluation, Event Planning, Public Speaking, Research, Public Policy, Workshop Facilitation
Education
The Ohio State University 2003 — 2008
BA, Political Science
Catherine Heerdt Catherine Heerdt's The PrivateBank Experience June 2014 - Present
Job Bank Teller at The PrivateBank
Industry Marketing and Advertising
Experience
The PrivateBank June 2014 - Present
Chow January 2014 - June 2014
Gur Sweets November 2012 - January 2014
Heavenly Cupcake Shop May 2009 - September 2012
Skills
Management, Customer Service, Sales, Cash Register, Cash Handeling
Education
Trinity Christian College 2011 — 2015
Bachelor of Science (B.S.), Entrepreneurial Management
The PrivateBank June 2014 - Present
Chow January 2014 - June 2014
Gur Sweets November 2012 - January 2014
Heavenly Cupcake Shop May 2009 - September 2012
Skills
Management, Customer Service, Sales, Cash Register, Cash Handeling
Education
Trinity Christian College 2011 — 2015
Bachelor of Science (B.S.), Entrepreneurial Management
Carter Stebbins's The PrivateBank Experience June 2013 - August 2013
Job Finance Leadership Development Program at Boston Scientific
Industry Accounting
Experience
Boston Scientific June 2014 - Present
The PrivateBank June 2013 - August 2013
Xcel Energy June 2012 - September 2012
Direct Source May 2012 - August 2012
The Blue Moon at The State Fair August 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, Management, PowerPoint, Microsoft Word, Leadership, Research, Organization, Finance, Marketing, Teamwork
Education
University of Minnesota - Carlson School of Management 2010 — 2014
Bachelor of Science (B.S.), Finance, 3.77
Eden Prairie High School 2006 — 2010
Boston Scientific June 2014 - Present
The PrivateBank June 2013 - August 2013
Xcel Energy June 2012 - September 2012
Direct Source May 2012 - August 2012
The Blue Moon at The State Fair August 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, Management, PowerPoint, Microsoft Word, Leadership, Research, Organization, Finance, Marketing, Teamwork
Education
University of Minnesota - Carlson School of Management 2010 — 2014
Bachelor of Science (B.S.), Finance, 3.77
Eden Prairie High School 2006 — 2010
Andrew Redmond's The PrivateBank Experience July 2015 - Present
Job Credit Analyst at The PrivateBank
Industry Banking
Experience
The PrivateBank July 2015 - Present
The PrivateBank June 2013 - July 2015
The PrivateBank June 2012 - August 2012
Eagle Harbor Holdings, LLC July 2010 - August 2011
National Baseball Hall of Fame 2007 - 2008
Skills
Time Management, Teamwork, Economics, Financial Analysis, Financial Accounting, Public Speaking, Financial Modeling
Education
University of Arizona, Eller College of Management 2009 — 2013
BSBA, Accounting
The PrivateBank July 2015 - Present
The PrivateBank June 2013 - July 2015
The PrivateBank June 2012 - August 2012
Eagle Harbor Holdings, LLC July 2010 - August 2011
National Baseball Hall of Fame 2007 - 2008
Skills
Time Management, Teamwork, Economics, Financial Analysis, Financial Accounting, Public Speaking, Financial Modeling
Education
University of Arizona, Eller College of Management 2009 — 2013
BSBA, Accounting
Daniel Ruzich's The PrivateBank Experience May 2014 - Present
Job Community Development Financial Analyst at The PrivateBank
Industry Financial Services
Experience
The PrivateBank May 2014 - Present
CVS Caremark Corporation May 2012 - April 2014
AEGON June 2011 - December 2011
Olympia Media Group 2010 - 2010
Skills
Asset Management, Financial Modeling, Financial Analysis, Excel, Microsoft Excel
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
The PrivateBank May 2014 - Present
CVS Caremark Corporation May 2012 - April 2014
AEGON June 2011 - December 2011
Olympia Media Group 2010 - 2010
Skills
Asset Management, Financial Modeling, Financial Analysis, Excel, Microsoft Excel
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Lance Birkhofer Lance Birkhofer's The PrivateBank Experience July 2014 - Present
Job Strategic Sourcing Analyst at The PrivateBank
Industry Information Services
Experience
The PrivateBank July 2014 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas August 2013 - July 2014
First Midwest Bank November 2006 - August 2013
First Midwest Bank October 2004 - November 2006
Computer Dynamics Group August 2001 - July 2004
Skills
Management, Vendor Management, Project Management, Contract Negotiation, Budgets, Enterprise Software, Strategic Partnerships, Project Planning, Training, Competitive Analysis, Negotiation, Pricing, Process Improvement, Leadership, Cross-functional Team..., Business Analysis, Account Management, Mergers & Acquisitions, Team Leadership, CRM
Education
University of Iowa 1997 — 2001
Bachelor of Business Administration, Management Information Systems
The PrivateBank July 2014 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas August 2013 - July 2014
First Midwest Bank November 2006 - August 2013
First Midwest Bank October 2004 - November 2006
Computer Dynamics Group August 2001 - July 2004
Skills
Management, Vendor Management, Project Management, Contract Negotiation, Budgets, Enterprise Software, Strategic Partnerships, Project Planning, Training, Competitive Analysis, Negotiation, Pricing, Process Improvement, Leadership, Cross-functional Team..., Business Analysis, Account Management, Mergers & Acquisitions, Team Leadership, CRM
Education
University of Iowa 1997 — 2001
Bachelor of Business Administration, Management Information Systems
Jarrett Brotzman's The PrivateBank Experience July 2014 - August 2015
Job Analyst at PPM America, Inc.
Industry Investment Management
Experience
PPM America, Inc. September 2015 - Present
United States Army Reserve July 2014 - Present
The PrivateBank July 2014 - August 2015
Civic Consulting Alliance January 2015 - March 2015
US Army November 2012 - July 2014
US Army June 2011 - November 2012
Washington and Lee University April 2008 - May 2011
Williams Investment Society January 2009 - December 2010
U.S. House of Representatives April 2009 - May 2009
Education
Washington and Lee University 2007 — 2011
B.A.C., Economics, American Politics
Virginia Military Institute 2009 — 2011
U.S. Army ROTC
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2010
Tuck Business Bridge Program
PPM America, Inc. September 2015 - Present
United States Army Reserve July 2014 - Present
The PrivateBank July 2014 - August 2015
Civic Consulting Alliance January 2015 - March 2015
US Army November 2012 - July 2014
US Army June 2011 - November 2012
Washington and Lee University April 2008 - May 2011
Williams Investment Society January 2009 - December 2010
U.S. House of Representatives April 2009 - May 2009
Education
Washington and Lee University 2007 — 2011
B.A.C., Economics, American Politics
Virginia Military Institute 2009 — 2011
U.S. Army ROTC
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2010
Tuck Business Bridge Program
Audrienna Lampkins's The PrivateBank Experience June 2009 - August 2009
Job Dean of Culture at Noble Academy
Industry Education Management
Experience
Noble Academy June 2014 - Present
Pritzker College Prep June 2013 - Present
Pritzker College Prep July 2012 - June 2013
University of Illinois at Urbana-Champaign May 2011 - May 2012
The PrivateBank June 2009 - August 2009
Skills
Classroom Management, Lesson Planning, Classroom, Tutoring, Educational Leadership, Teaching, Secondary Education, Staff Development, Behavior Management
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Applied Science (BASc), Human Development and Family Studies, General
Noble Academy June 2014 - Present
Pritzker College Prep June 2013 - Present
Pritzker College Prep July 2012 - June 2013
University of Illinois at Urbana-Champaign May 2011 - May 2012
The PrivateBank June 2009 - August 2009
Skills
Classroom Management, Lesson Planning, Classroom, Tutoring, Educational Leadership, Teaching, Secondary Education, Staff Development, Behavior Management
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Applied Science (BASc), Human Development and Family Studies, General
Reese Henson Reese Henson's The PrivateBank Experience October 2015 - Present
Job Commercial Banking Associate at The PrivateBank
Industry Banking
Experience
The PrivateBank October 2015 - Present
The PrivateBank December 2013 - Present
Renasant Bank August 2013 - November 2013
Renasant Bank November 2011 - July 2013
Morgan Keegan August 2010 - December 2010
Cove Pharmacy May 2004 - January 2008
Skills
Commercial Banking, Financial Modeling, Underwriting, Structured Finance, Leveraged Finance, Financial Analysis, Middle Market, Mergers & Acquisitions, Syndications, Credit, Financial Reporting, Private Equity, Data Analysis, Business Development, Microsoft Excel, Account Management, Leadership
Education
University of Alabama 2006 — 2011
Bachelor of Science in Commerce and Business Administration, Finance & Economics
Huntsville High School 2002 — 2006
The PrivateBank October 2015 - Present
The PrivateBank December 2013 - Present
Renasant Bank August 2013 - November 2013
Renasant Bank November 2011 - July 2013
Morgan Keegan August 2010 - December 2010
Cove Pharmacy May 2004 - January 2008
Skills
Commercial Banking, Financial Modeling, Underwriting, Structured Finance, Leveraged Finance, Financial Analysis, Middle Market, Mergers & Acquisitions, Syndications, Credit, Financial Reporting, Private Equity, Data Analysis, Business Development, Microsoft Excel, Account Management, Leadership
Education
University of Alabama 2006 — 2011
Bachelor of Science in Commerce and Business Administration, Finance & Economics
Huntsville High School 2002 — 2006
Jefferson Gilbert's The PrivateBank Experience August 2006 - February 2008
Job Actively Seeking New Opportunity
Industry Financial Services
Experience
Actively Seeking New Opportunity June 2015 - Present
CFO to GO March 2008 - Present
The PrivateBank August 2006 - February 2008
Bank of America July 2001 - July 2006
First Union National Bank February 1992 - June 2001
Skills
Commercial Banking, Commercial Credit, Mortgage Underwriting, Commercial Lending, Business Planning, Business Development, Small Business, Credit, Banking, Financial Analysis, Management, Sales Management, Portfolio Management, Leadership, Finance, Strategic Planning, CRM, Sales, New Business Development, Loans, Mortgage Lending, Consulting, Analysis, Financial Planning, Customer Service
Education
University of North Carolina at Chapel Hill
Bachelor's degree, Economics
Actively Seeking New Opportunity June 2015 - Present
CFO to GO March 2008 - Present
The PrivateBank August 2006 - February 2008
Bank of America July 2001 - July 2006
First Union National Bank February 1992 - June 2001
Skills
Commercial Banking, Commercial Credit, Mortgage Underwriting, Commercial Lending, Business Planning, Business Development, Small Business, Credit, Banking, Financial Analysis, Management, Sales Management, Portfolio Management, Leadership, Finance, Strategic Planning, CRM, Sales, New Business Development, Loans, Mortgage Lending, Consulting, Analysis, Financial Planning, Customer Service
Education
University of North Carolina at Chapel Hill
Bachelor's degree, Economics
Mark Delhougne Mark Delhougne's The PrivateBank Experience June 2007 - Present
Job Market Sales Manager
Industry Banking
Experience
The PrivateBank June 2007 - Present
Castle Mortgage April 2003 - May 2007
Skills
Real Estate, Loans, Mortgage Lending, Refinance, Sales, FHA, Mortgage Banking, Loan Origination, Management, Credit
Education
University of Missouri-Columbia 1996 — 2000
Interdisciplinary, Classics, Biosciences
St. Louis University High
The PrivateBank June 2007 - Present
Castle Mortgage April 2003 - May 2007
Skills
Real Estate, Loans, Mortgage Lending, Refinance, Sales, FHA, Mortgage Banking, Loan Origination, Management, Credit
Education
University of Missouri-Columbia 1996 — 2000
Interdisciplinary, Classics, Biosciences
St. Louis University High
Adam Lutostanski Adam Lutostanski's The PrivateBank Experience November 2007 - July 2010
Job Group Senior Vice President Commercial Banking at Associated Bank
Industry Banking
Experience
Associated Bank July 2010 - Present
The PrivateBank November 2007 - July 2010
LaSalle Bank July 2002 - November 2007
Skills
Commercial Lending, Commercial Banking
Education
University of Illinois at Urbana-Champaign 1998 — 2002
Associated Bank July 2010 - Present
The PrivateBank November 2007 - July 2010
LaSalle Bank July 2002 - November 2007
Skills
Commercial Lending, Commercial Banking
Education
University of Illinois at Urbana-Champaign 1998 — 2002
Summer Goldberg Summer Goldberg's The PrivateBank Experience July 2015 - Present
Job Trust Administrator II at The PrivateBank
Industry Law Practice
Experience
The PrivateBank July 2015 - Present
The PrivateBank September 2014 - July 2015
The BARBRI Group August 2014 - October 2014
Halperin Lyman, LLC June 2013 - August 2013
Charleston January 2013 - June 2013
Charleston School of Law August 2012 - May 2013
Williams and Walsh May 2012 - August 2012
Haller Law Firm May 2012 - August 2012
Score Atlanta June 2009 - September 2010
Volley Performance June 2010 - August 2010
Skills
Legal Research, Legal Writing, Sports Marketing, Legal Assistance, Legal Documents, Marketing, Sales, Event Based Marketing, Sports Writing, Sports Coaching, Legal Issues, Family Law, Spanish, Westlaw, Lexis, Editing, PowerPoint, Event Planning, Microsoft Word, Microsoft Excel
Education
Charleston School of Law 2011 — 2014
J.D.
Washington and Lee University 2007 — 2011
Bachelor of Arts, Business Administration and Spanish
Universidad Internacional Menéndez Pelayo 2010 — 2010
Business Administration; Spanish
The PrivateBank July 2015 - Present
The PrivateBank September 2014 - July 2015
The BARBRI Group August 2014 - October 2014
Halperin Lyman, LLC June 2013 - August 2013
Charleston January 2013 - June 2013
Charleston School of Law August 2012 - May 2013
Williams and Walsh May 2012 - August 2012
Haller Law Firm May 2012 - August 2012
Score Atlanta June 2009 - September 2010
Volley Performance June 2010 - August 2010
Skills
Legal Research, Legal Writing, Sports Marketing, Legal Assistance, Legal Documents, Marketing, Sales, Event Based Marketing, Sports Writing, Sports Coaching, Legal Issues, Family Law, Spanish, Westlaw, Lexis, Editing, PowerPoint, Event Planning, Microsoft Word, Microsoft Excel
Education
Charleston School of Law 2011 — 2014
J.D.
Washington and Lee University 2007 — 2011
Bachelor of Arts, Business Administration and Spanish
Universidad Internacional Menéndez Pelayo 2010 — 2010
Business Administration; Spanish
Chris Carman Chris Carman's The PrivateBank Experience May 2011 - September 2013
Job Chief Financial Officer at Clearent, LLC
Industry Financial Services
Experience
Clearent, LLC October 2013 - Present
The PrivateBank May 2011 - September 2013
Exegy, Inc. December 2007 - February 2011
A.G. Edwards Investment Banking May 1994 - December 2007
Education
Washington University in St. Louis - Olin Business School
MBA
University of Missouri-Columbia
BSBA, Finance
University of Missouri-Columbia
BS, Agricultural Economics
Clearent, LLC October 2013 - Present
The PrivateBank May 2011 - September 2013
Exegy, Inc. December 2007 - February 2011
A.G. Edwards Investment Banking May 1994 - December 2007
Education
Washington University in St. Louis - Olin Business School
MBA
University of Missouri-Columbia
BSBA, Finance
University of Missouri-Columbia
BS, Agricultural Economics
Diana Del Real's The PrivateBank Experience August 2008 - June 2009
Job Prenatal Intern at Promise Healthcare
Industry Hospital & Health Care
Experience
Promise Healthcare/ Francis Nelson Health Center January 2015 - Present
Morningstar August 2010 - June 2012
Schulze & Burch Biscuit Company August 2009 - June 2010
The PrivateBank August 2008 - June 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Customer Service, Outlook, Time Management, Event Planning, Teamwork, Leadership, Social Media
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor of Applied Science (B.A.Sc.), Community Health- Health Education and Promotion/Health Administration and Hospital Management, Junior
Promise Healthcare/ Francis Nelson Health Center January 2015 - Present
Morningstar August 2010 - June 2012
Schulze & Burch Biscuit Company August 2009 - June 2010
The PrivateBank August 2008 - June 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Customer Service, Outlook, Time Management, Event Planning, Teamwork, Leadership, Social Media
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor of Applied Science (B.A.Sc.), Community Health- Health Education and Promotion/Health Administration and Hospital Management, Junior
Diane Falk Diane Falk's The PrivateBank Experience August 2014 - Present
Job Senior Mortgage Banker at The PrivateBank
Industry Financial Services
Experience
The PrivateBank August 2014 - Present
Remy Bumppo Theatre Company 2006 - Present
Fifth Third Bank January 2010 - August 2014
Harris Bank 1998 - 2002
Skills
Marketing, Credit, Credit Analysis, Mortgage Lending, Mortgage Banking, Loan Origination, Investment Properties, First Time Home Buyers, Banking, VA loans, Loans, Real Estate, FHA financing, Investments, Construction Loans, Real Estate Economics, REO, Refinance, Short Sales, Selling, FHA, Residential Mortgages, Commercial Lending, Sales, Government Loans, Foreclosures, Residential Homes
Education
University of Michigan 1972 — 1976
BA, Political Science
Academy of the Sacred Heart, Bloomfield Hills, MI 1969 — 1972
The PrivateBank August 2014 - Present
Remy Bumppo Theatre Company 2006 - Present
Fifth Third Bank January 2010 - August 2014
Harris Bank 1998 - 2002
Skills
Marketing, Credit, Credit Analysis, Mortgage Lending, Mortgage Banking, Loan Origination, Investment Properties, First Time Home Buyers, Banking, VA loans, Loans, Real Estate, FHA financing, Investments, Construction Loans, Real Estate Economics, REO, Refinance, Short Sales, Selling, FHA, Residential Mortgages, Commercial Lending, Sales, Government Loans, Foreclosures, Residential Homes
Education
University of Michigan 1972 — 1976
BA, Political Science
Academy of the Sacred Heart, Bloomfield Hills, MI 1969 — 1972
Doug Pudvah Doug Pudvah's The PrivateBank Experience April 2015 - Present
Job Managing Director at The PrivateBank
Industry Banking
Experience
The PrivateBank April 2015 - Present
US Bank June 2008 - April 2015
Associated Bank March 2007 - June 2008
M&I Bank 1990 - 2007
Wells Fargo Bank (Norwest) 1985 - 1990
Skills
Investments, Credit, Commercial Lending, Commercial Banking, Banking, Strategy, Finance, Portfolio Management, Structured Finance, Commercial Real Estate, Middle Market, Training, Credit Risk, Business Strategy, Credit Analysis, Syndications, Financial Advisory, Financial Modeling, Loans, Relationship Management, Financial Analysis, Small Business Lending, Strategic Planning
Education
University of Minnesota - Carlson School of Management 1995 — 1999
MBA, Finance
University of Nebraska-Lincoln 1980 — 1984
Bachelor's degree, Finance, General
The PrivateBank April 2015 - Present
US Bank June 2008 - April 2015
Associated Bank March 2007 - June 2008
M&I Bank 1990 - 2007
Wells Fargo Bank (Norwest) 1985 - 1990
Skills
Investments, Credit, Commercial Lending, Commercial Banking, Banking, Strategy, Finance, Portfolio Management, Structured Finance, Commercial Real Estate, Middle Market, Training, Credit Risk, Business Strategy, Credit Analysis, Syndications, Financial Advisory, Financial Modeling, Loans, Relationship Management, Financial Analysis, Small Business Lending, Strategic Planning
Education
University of Minnesota - Carlson School of Management 1995 — 1999
MBA, Finance
University of Nebraska-Lincoln 1980 — 1984
Bachelor's degree, Finance, General
Lauren Hamlin Lauren Hamlin's The PrivateBank Experience October 2008 - April 2014
Job Vice President at Merit Capital Partners
Industry Financial Services
Experience
Merit Capital Partners October 2014 - Present
Merit Capital Partners April 2014 - September 2014
The PrivateBank October 2008 - April 2014
Deloitte August 2007 - December 2007
Education
The University of Chicago Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Strategic Management, and Entrepreneurship
Vanderbilt University 2004 — 2008
Bachelor of Science (BS), Human and Organizational Development
Merit Capital Partners October 2014 - Present
Merit Capital Partners April 2014 - September 2014
The PrivateBank October 2008 - April 2014
Deloitte August 2007 - December 2007
Education
The University of Chicago Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Strategic Management, and Entrepreneurship
Vanderbilt University 2004 — 2008
Bachelor of Science (BS), Human and Organizational Development
Lorena Munoz Ledezma Lorena Munoz Ledezma's The PrivateBank Experience May 2014 - August 2014
Job Student at University of Illinois at UrbanaChampaign
Industry
Experience
University of Illinois at Urbana-Champaign August 2014 - Present
The PrivateBank May 2014 - August 2014
Green Corps July 2013 - August 2013
SNR Denton August 2010 - June 2013
Madison Dearborn Partners, LLC August 2009 - June 2010
Education
University of Illinois at Urbana-Champaign 2013 — 2017
University of Illinois at Urbana-Champaign August 2014 - Present
The PrivateBank May 2014 - August 2014
Green Corps July 2013 - August 2013
SNR Denton August 2010 - June 2013
Madison Dearborn Partners, LLC August 2009 - June 2010
Education
University of Illinois at Urbana-Champaign 2013 — 2017
Chris Barlow's The PrivateBank Experience October 2010 - March 2011
Job Loan Officer at PrimeLending
Industry Banking
Experience
PrimeLending NMLS 327550 December 2014 - Present
Wells Fargo Home Mortgage December 2011 - December 2014
Bank of America Home Loans March 2011 - January 2012
The PrivateBank October 2010 - March 2011
FirsTrust March 2009 - September 2009
Frontier Financial February 2007 - March 2009
LandAmerica Lender Services 2005 - 2007
Affordable Mortgage Solutions LLC May 2001 - December 2006
AmeriFirst Inc January 1999 - January 2001
Skills
Mortgage Lending, FHA, Refinance, Loan Origination, Loans, Residential Mortgages, Investment Properties, Certified Mortgage..., Real Estate, Mortgage Banking, Reverse Mortgages, Home Equity Loans, USDA, Credit, Marketing Strategy, Sales, Referrals, Management, CRM, Finance, Marketing, Underwriting, First Time Home Buyers, Training, FHA Financing, VA loans, Financial Services, Government Loans, Construction Loans, Home Equity Lines of..., Mortgage Servicing, Title Insurance, Relationship Management, Condos, Mortgage Underwriting, Credit Analysis, Banking, Foreclosures, Real Estate Financing, REO, VA Loans
Education
The University of Kansas 2010 — 2013
Business
Blue Springs High School 1988 — 1992
High School, the normal
PrimeLending NMLS 327550 December 2014 - Present
Wells Fargo Home Mortgage December 2011 - December 2014
Bank of America Home Loans March 2011 - January 2012
The PrivateBank October 2010 - March 2011
FirsTrust March 2009 - September 2009
Frontier Financial February 2007 - March 2009
LandAmerica Lender Services 2005 - 2007
Affordable Mortgage Solutions LLC May 2001 - December 2006
AmeriFirst Inc January 1999 - January 2001
Skills
Mortgage Lending, FHA, Refinance, Loan Origination, Loans, Residential Mortgages, Investment Properties, Certified Mortgage..., Real Estate, Mortgage Banking, Reverse Mortgages, Home Equity Loans, USDA, Credit, Marketing Strategy, Sales, Referrals, Management, CRM, Finance, Marketing, Underwriting, First Time Home Buyers, Training, FHA Financing, VA loans, Financial Services, Government Loans, Construction Loans, Home Equity Lines of..., Mortgage Servicing, Title Insurance, Relationship Management, Condos, Mortgage Underwriting, Credit Analysis, Banking, Foreclosures, Real Estate Financing, REO, VA Loans
Education
The University of Kansas 2010 — 2013
Business
Blue Springs High School 1988 — 1992
High School, the normal
Joe Firth's The PrivateBank Experience August 2015 - Present
Job Analyst at The PrivateBank
Industry Financial Services
Experience
The PrivateBank August 2015 - Present
Northwestern Mutual January 2015 - February 2015
Institutional Property Advisors, a Marcus & Millichap company June 2014 - August 2014
Neuberger Berman June 2013 - August 2013
Preston Interests May 2012 - August 2012
DLS Capital Partners May 2011 - July 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Equity Research, Spanish, Series 7, Time Management, Team Leadership, Legal Research, Social Networking, Management, Leadership, Social Media, Public Speaking, Finance, Event Planning
Education
Texas Christian University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
The PrivateBank August 2015 - Present
Northwestern Mutual January 2015 - February 2015
Institutional Property Advisors, a Marcus & Millichap company June 2014 - August 2014
Neuberger Berman June 2013 - August 2013
Preston Interests May 2012 - August 2012
DLS Capital Partners May 2011 - July 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Equity Research, Spanish, Series 7, Time Management, Team Leadership, Legal Research, Social Networking, Management, Leadership, Social Media, Public Speaking, Finance, Event Planning
Education
Texas Christian University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Shelly Kramer Shelly Kramer's The PrivateBank Experience August 2009 - Present
Job Associate Managing Director at The PrivateBank
Industry Financial Services
Experience
The PrivateBank August 2009 - Present
BOSS 2008 - Present
Bridge Finance Group, LLC February 2009 - August 2009
Quinten Road Fund, LLC August 2008 - November 2008
Spectrum Global Fund Administration October 2007 - August 2008
LaSalle Bank/ABN Amro November 2006 - October 2007
Acxiom Direct May 2006 - November 2006
Help-U-Sell Real Estate September 2005 - February 2006
Westcorp Bank December 2002 - September 2005
Epson America, Inc. March 2001 - December 2002
Education
University of Phoenix
Bachelors, Accounting
The PrivateBank August 2009 - Present
BOSS 2008 - Present
Bridge Finance Group, LLC February 2009 - August 2009
Quinten Road Fund, LLC August 2008 - November 2008
Spectrum Global Fund Administration October 2007 - August 2008
LaSalle Bank/ABN Amro November 2006 - October 2007
Acxiom Direct May 2006 - November 2006
Help-U-Sell Real Estate September 2005 - February 2006
Westcorp Bank December 2002 - September 2005
Epson America, Inc. March 2001 - December 2002
Education
University of Phoenix
Bachelors, Accounting
Bradley Baum, CFA's The PrivateBank Experience November 2009 - July 2012
Job Senior Associate at OFS Management
Industry Investment Management
Experience
OFS Management July 2012 - Present
The PrivateBank November 2009 - July 2012
State Farm Insurance January 2007 - January 2009
Skills
Credit Analysis, Credit Risk, Economics, Private Equity, Valuation, Financial Structuring, Due Diligence, Leveraged Finance, Leveraged Lending, Relationship Management, Financial Analysis, Financial Modeling, Portfolio Management, LBO, Asset Based Lending, Underwriting, CLO, Structured Finance, Securitization
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelor of Science, Finance
Quincy Senior High School
High School
OFS Management July 2012 - Present
The PrivateBank November 2009 - July 2012
State Farm Insurance January 2007 - January 2009
Skills
Credit Analysis, Credit Risk, Economics, Private Equity, Valuation, Financial Structuring, Due Diligence, Leveraged Finance, Leveraged Lending, Relationship Management, Financial Analysis, Financial Modeling, Portfolio Management, LBO, Asset Based Lending, Underwriting, CLO, Structured Finance, Securitization
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelor of Science, Finance
Quincy Senior High School
High School
William Cahill's The PrivateBank Experience July 2010 - October 2010
Job Controller at Fuel Tech, Inc
Industry Accounting
Experience
Fuel Tech, Inc October 2010 - Present
The PrivateBank July 2010 - October 2010
GRANT THORNTON, LLP September 2005 - August 2010
John R. Waters & Company July 2000 - September 2005
Education
University of Illinois at Urbana-Champaign 1997 — 1999
BS, Finance and Accounting
Schlarman High School 1991 — 1995
Fuel Tech, Inc October 2010 - Present
The PrivateBank July 2010 - October 2010
GRANT THORNTON, LLP September 2005 - August 2010
John R. Waters & Company July 2000 - September 2005
Education
University of Illinois at Urbana-Champaign 1997 — 1999
BS, Finance and Accounting
Schlarman High School 1991 — 1995
Jim Berki's The PrivateBank Experience September 2012 - Present
Job Associate Managing Director at the Private Bank and Trust Company
Industry Financial Services
Experience
The PrivateBank September 2012 - Present
Bank of America Merrill Lynch August 2011 - September 2012
JPMorgan Private Wealth Management October 2010 - August 2011
JPMorgan June 2009 - October 2010
JPMorgan May 2008 - August 2008
JPMorgan May 2007 - July 2007
Wrigley May 2006 - August 2006
Skills
Portfolio Management, Banking, Credit, Financial Reporting, Mutual Funds, Data Modeling, Financial Modeling, Bloomberg, Private Banking, Finance, Commodity, Financial Analysis, Valuation
Education
University of Iowa 2005 — 2009
BBA, Finance, Political Science
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
B.B.A, Finance
The PrivateBank September 2012 - Present
Bank of America Merrill Lynch August 2011 - September 2012
JPMorgan Private Wealth Management October 2010 - August 2011
JPMorgan June 2009 - October 2010
JPMorgan May 2008 - August 2008
JPMorgan May 2007 - July 2007
Wrigley May 2006 - August 2006
Skills
Portfolio Management, Banking, Credit, Financial Reporting, Mutual Funds, Data Modeling, Financial Modeling, Bloomberg, Private Banking, Finance, Commodity, Financial Analysis, Valuation
Education
University of Iowa 2005 — 2009
BBA, Finance, Political Science
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
B.B.A, Finance
Kloie McCann's The PrivateBank Experience July 2014 - Present
Job Credit Analyst at The PrivateBank
Industry Banking
Experience
The PrivateBank July 2014 - Present
State Farm Insurance May 2012 - May 2014
UI Alumni Association February 2011 - August 2012
Pacific Dental Services May 2011 - July 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Leadership, Social Media, Finance, Social Networking, Time Management, Teamwork, Strategy, Research, Data Analysis, Accounting
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor's degree, Finance, General
Watseka Community High School 2006 — 2010
The PrivateBank July 2014 - Present
State Farm Insurance May 2012 - May 2014
UI Alumni Association February 2011 - August 2012
Pacific Dental Services May 2011 - July 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Leadership, Social Media, Finance, Social Networking, Time Management, Teamwork, Strategy, Research, Data Analysis, Accounting
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor's degree, Finance, General
Watseka Community High School 2006 — 2010
Charles Cashman Charles Cashman's The PrivateBank Experience June 2015 - Present
Job Capital Markets & Loan Syndications Intern at The PrivateBank at The PrivateBank
Industry Financial Services
Experience
The PrivateBank June 2015 - Present
Thomson Reuters/ University of Michigan Surveys of Consumers September 2014 - Present
Casa Bella Home Furnishings 2013 - 2014
Skills
Data Analysis, Financial Accounting, Accounting, Capital Markets, Financial Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, SPSS, SAS
Education
University of Michigan 2012 — 2016
Bachelor of Arts (BA), Economics
Hinsdale Central High School 2008 — 2012
The PrivateBank June 2015 - Present
Thomson Reuters/ University of Michigan Surveys of Consumers September 2014 - Present
Casa Bella Home Furnishings 2013 - 2014
Skills
Data Analysis, Financial Accounting, Accounting, Capital Markets, Financial Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, SPSS, SAS
Education
University of Michigan 2012 — 2016
Bachelor of Arts (BA), Economics
Hinsdale Central High School 2008 — 2012
Abby (Kass) Farrell, CFA's The PrivateBank Experience March 2009 - Present
Job Associate Managing Director at The PrivateBank
Industry Financial Services
Experience
The PrivateBank March 2009 - Present
Bank of America 2007 - February 2009
LaSalle Bank 2004 - 2007
Skills
Commercial Banking, Derivatives, Commercial Lending, Interest Rate..., Capital Markets, Microsoft Excel
Education
Northwestern University - Kellogg School of Management 2012 — 2015
Master of Business Administration (MBA)
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance
The PrivateBank March 2009 - Present
Bank of America 2007 - February 2009
LaSalle Bank 2004 - 2007
Skills
Commercial Banking, Derivatives, Commercial Lending, Interest Rate..., Capital Markets, Microsoft Excel
Education
Northwestern University - Kellogg School of Management 2012 — 2015
Master of Business Administration (MBA)
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance
MARCELLA CONSTANTINE's The PrivateBank Experience October 2009 - Present
Job Loan Operations at The PrivateBank and Trust Company
Industry Banking
Experience
The PrivateBank October 2009 - Present
Discover Financial Services November 2008 - November 2009
LaSalle Bank January 2005 - March 2008
ABN AMRO June 2000 - January 2005
Heller Financial 1998 - 2000
transamerica April 1994 - 1998
Skills
Business Intelligence, Business Objects, Cognos
Education
University of Illinois at Chicago 1988 — 1993
Bachelor of Science (BSc), Finance, General
The PrivateBank October 2009 - Present
Discover Financial Services November 2008 - November 2009
LaSalle Bank January 2005 - March 2008
ABN AMRO June 2000 - January 2005
Heller Financial 1998 - 2000
transamerica April 1994 - 1998
Skills
Business Intelligence, Business Objects, Cognos
Education
University of Illinois at Chicago 1988 — 1993
Bachelor of Science (BSc), Finance, General
James Larrick's The PrivateBank Experience April 2010 - April 2011
Job Vice President at Mascoma Savings Bank
Industry Banking
Experience
Mascoma Savings Bank November 2013 - Present
Wintrust Financial Corporation April 2011 - October 2013
The PrivateBank April 2010 - April 2011
Park National Bank January 2004 - March 2010
Northwestern Mutual January 2003 - December 2003
Skills
Commercial Banking, Portfolio Management, Valuation, Real Estate, Finance, Risk Management, Commercial Mortgages, Management, Credit Risk
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Finance and Entrepreneurship
University of Michigan 1998 — 2002
BS, Statistics
Fenwick High School
Mascoma Savings Bank November 2013 - Present
Wintrust Financial Corporation April 2011 - October 2013
The PrivateBank April 2010 - April 2011
Park National Bank January 2004 - March 2010
Northwestern Mutual January 2003 - December 2003
Skills
Commercial Banking, Portfolio Management, Valuation, Real Estate, Finance, Risk Management, Commercial Mortgages, Management, Credit Risk
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Finance and Entrepreneurship
University of Michigan 1998 — 2002
BS, Statistics
Fenwick High School
Teresa McCoyd (Paolilli)'s The PrivateBank Experience May 2009 - June 2010
Job
Industry Banking
Experience
-- June 2010 - Present
The PrivateBank May 2009 - June 2010
Charter One Bank - RBS March 2005 - May 2009
LaSalle Bank July 2001 - March 2005
Skills
Commercial Banking, Banking
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
Finance
-- June 2010 - Present
The PrivateBank May 2009 - June 2010
Charter One Bank - RBS March 2005 - May 2009
LaSalle Bank July 2001 - March 2005
Skills
Commercial Banking, Banking
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
Finance
Michelle Hollock's The PrivateBank Experience November 2001 - June 2008
Job Human Resources Manager at Hanley Group
Industry Financial Services
Experience
Hanley Group June 2008 - December 2010
The PrivateBank November 2001 - June 2008
FGI Print Management June 2000 - October 2001
Education
University of Iowa
Hanley Group June 2008 - December 2010
The PrivateBank November 2001 - June 2008
FGI Print Management June 2000 - October 2001
Education
University of Iowa
Lori Tuffield's The PrivateBank Experience December 2007 - Present
Job Managing Director Treasury Managment Sales
Industry Banking
Experience
The PrivateBank December 2007 - Present
LaSalle Bank August 1988 - December 2007
Connecticut National Bank June 1984 - July 1988
Education
The Ohio State University 1979 — 1983
BA, Sociology
The PrivateBank December 2007 - Present
LaSalle Bank August 1988 - December 2007
Connecticut National Bank June 1984 - July 1988
Education
The Ohio State University 1979 — 1983
BA, Sociology
Jill Welp's The PrivateBank Experience February 2008 - Present
Job Managing Director, Treasury Management at The PrivateBank
Industry Banking
Experience
The PrivateBank February 2008 - Present
LaSalle Bank October 1999 - January 2008
LaSalle Bank, NA - ABN AMRO 1999 - 2008
Education
University of Iowa 1991 — 1995
The PrivateBank February 2008 - Present
LaSalle Bank October 1999 - January 2008
LaSalle Bank, NA - ABN AMRO 1999 - 2008
Education
University of Iowa 1991 — 1995
Andrea Sefer Tierney's The PrivateBank Experience September 2014 - Present
Job Managing Director
Industry Banking
Experience
The PrivateBank September 2014 - Present
The Private Bank November 2011 - September 2014
Cole Taylor Bank December 2010 - November 2011
Cole Taylor Bank March 2010 - January 2011
Cole Taylor Bank April 2009 - March 2010
Bank of America April 2007 - March 2009
LaSalle Bank September 2006 - March 2007
Skills
Commercial Lending, Commercial Real Estate, Management
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
BS, Finance
The PrivateBank September 2014 - Present
The Private Bank November 2011 - September 2014
Cole Taylor Bank December 2010 - November 2011
Cole Taylor Bank March 2010 - January 2011
Cole Taylor Bank April 2009 - March 2010
Bank of America April 2007 - March 2009
LaSalle Bank September 2006 - March 2007
Skills
Commercial Lending, Commercial Real Estate, Management
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
BS, Finance
Holly Ramundt's The PrivateBank Experience January 2008 - Present
Job Managing Director, Treasury Management Sales at The PrivateBank
Industry Banking
Experience
The PrivateBank January 2008 - Present
LaSalle Bank/ABN AMRO/Bank of America August 2004 - January 2008
LaSalle Bank/ABN AMRO January 2003 - August 2004
Education
University of Iowa 1998 — 2001
The PrivateBank January 2008 - Present
LaSalle Bank/ABN AMRO/Bank of America August 2004 - January 2008
LaSalle Bank/ABN AMRO January 2003 - August 2004
Education
University of Iowa 1998 — 2001
Alan Adams's The PrivateBank Experience December 2009 - Present
Job Head of Community Banking at The PrivateBank
Industry Financial Services
Experience
The PrivateBank December 2009 - Present
Cananwill Premium Funding March 2006 - July 2009
Cananwill Inc an Aon Company 2006 - 2009
JP Morgan Chase July 1977 - February 2006
Bank One December 1998 - July 2004
American National Bank and Trust Company of Chicago 1977 - 1998
Skills
Loans, Commercial Lending, Credit Analysis, Portfolio Management, Financial Reporting, Financial Analysis, Credit, Financial Modeling, Underwriting, Risk Management, Banking, Commercial Banking, Business Analysis, Strategy, Vendor Management, Finance, Business Strategy, Process Improvement, Cash Management, Treasury Management, Business Development, Accounting, Insurance, Strategic Financial..., Credit Risk, Capital Markets, Strategic Planning
Education
University of Michigan - Stephen M. Ross School of Business 1975 — 1977
MBA, Finance, General
University of Illinois at Urbana-Champaign 1971 — 1975
BA, Finance
The PrivateBank December 2009 - Present
Cananwill Premium Funding March 2006 - July 2009
Cananwill Inc an Aon Company 2006 - 2009
JP Morgan Chase July 1977 - February 2006
Bank One December 1998 - July 2004
American National Bank and Trust Company of Chicago 1977 - 1998
Skills
Loans, Commercial Lending, Credit Analysis, Portfolio Management, Financial Reporting, Financial Analysis, Credit, Financial Modeling, Underwriting, Risk Management, Banking, Commercial Banking, Business Analysis, Strategy, Vendor Management, Finance, Business Strategy, Process Improvement, Cash Management, Treasury Management, Business Development, Accounting, Insurance, Strategic Financial..., Credit Risk, Capital Markets, Strategic Planning
Education
University of Michigan - Stephen M. Ross School of Business 1975 — 1977
MBA, Finance, General
University of Illinois at Urbana-Champaign 1971 — 1975
BA, Finance
Karen (Spigner) Case's The PrivateBank Experience October 2007 - Present
Job Board Member at Juvenile Diabetes Research Foundation
Industry Banking
Experience
Juvenile Diabetes Research Foundation July 2010 - Present
The PrivateBank October 2007 - Present
Juvenile Diabetes Research Foundation July 2008 - June 2010
LaSalle Bank/ABN Amro/Bank of America May 1992 - October 2007
LaSalle Bank 1992 - 2007
Girl Scouts of Chicago 1997 - 2001
Marine Midland Bank September 1985 - February 1992
First Chicago September 1980 - July 1985
The First National Bank of Chicago 1980 - 1985
Education
The University of Chicago - Booth School of Business 1983 — 1986
MBA
Washington University in St. Louis 1975 — 1979
BSBA, Business
Woodmere Academy 1972 — 1975
HS
Juvenile Diabetes Research Foundation July 2010 - Present
The PrivateBank October 2007 - Present
Juvenile Diabetes Research Foundation July 2008 - June 2010
LaSalle Bank/ABN Amro/Bank of America May 1992 - October 2007
LaSalle Bank 1992 - 2007
Girl Scouts of Chicago 1997 - 2001
Marine Midland Bank September 1985 - February 1992
First Chicago September 1980 - July 1985
The First National Bank of Chicago 1980 - 1985
Education
The University of Chicago - Booth School of Business 1983 — 1986
MBA
Washington University in St. Louis 1975 — 1979
BSBA, Business
Woodmere Academy 1972 — 1975
HS
Kevin Babb's The PrivateBank Experience January 2014 - Present
Job The PrivateBank Managing Director
Industry Financial Services
Experience
The PrivateBank January 2014 - Present
ADP July 2012 - January 2014
Verisight, Inc 2010 - June 2012
Fidelity Investments July 2009 - January 2010
Morningstar, Inc. January 2008 - January 2009
Fidelity Investments December 1991 - December 2007
Skills
Defined Benefit, ERISA, Retirement, Defined Contribution, Employee Benefits, 401k, Series 7, Series 63, series 6, series 66, Retirement Planning, Series 6, Investments
Education
University of Cincinnati 1986 — 1991
BA, Economics, International Affairs
The PrivateBank January 2014 - Present
ADP July 2012 - January 2014
Verisight, Inc 2010 - June 2012
Fidelity Investments July 2009 - January 2010
Morningstar, Inc. January 2008 - January 2009
Fidelity Investments December 1991 - December 2007
Skills
Defined Benefit, ERISA, Retirement, Defined Contribution, Employee Benefits, 401k, Series 7, Series 63, series 6, series 66, Retirement Planning, Series 6, Investments
Education
University of Cincinnati 1986 — 1991
BA, Economics, International Affairs
Brant Ahrens's The PrivateBank Experience March 2012 - Present
Job President Personal Client Services at The PrivateBank
Industry Banking
Experience
The PrivateBank March 2012 - Present
The Private Bank and Trust October 2007 - March 2012
LaSalle Bank Corporation June 1992 - October 2007
ABN AMRO Bank 2005 - 2007
Education
University of Illinois at Urbana-Champaign 1988 — 1992
Finance, Finance
The PrivateBank March 2012 - Present
The Private Bank and Trust October 2007 - March 2012
LaSalle Bank Corporation June 1992 - October 2007
ABN AMRO Bank 2005 - 2007
Education
University of Illinois at Urbana-Champaign 1988 — 1992
Finance, Finance
Chris Comfort's The PrivateBank Experience January 2007 - Present
Job Managing Director at The PrivateBank
Industry Banking
Experience
The PrivateBank January 2007 - Present
Skills
Commercial Lending, Banking, Credit Risk, Commercial Banking, Credit, Portfolio Management, Strategic Planning, Loan Origination, Leadership, New Business Development, Customer Service, Credit Analysis, Risk Management
Education
The University of Kansas 1993 — 1997
The PrivateBank January 2007 - Present
Skills
Commercial Lending, Banking, Credit Risk, Commercial Banking, Credit, Portfolio Management, Strategic Planning, Loan Origination, Leadership, New Business Development, Customer Service, Credit Analysis, Risk Management
Education
The University of Kansas 1993 — 1997
Susan Mundy's The PrivateBank Experience November 2013 - Present
Job Senior Mortgage Banker at The PrivateBank
Industry Banking
Experience
The PrivateBank November 2013 - Present
Wintrust Mortgage September 2013 - November 2013
north shore community bank January 2001 - September 2013
Skills
Loans, Banking, Credit, Retail Banking, Credit Analysis, Commercial Banking, Treasury Management, Small Business Lending, Commercial Lending, Portfolio Management, Consumer Lending, Mortgage Lending, Cash Management, Loan Origination
Education
University of Arizona, Eller College of Management
BA, Business and Public Administration
The PrivateBank November 2013 - Present
Wintrust Mortgage September 2013 - November 2013
north shore community bank January 2001 - September 2013
Skills
Loans, Banking, Credit, Retail Banking, Credit Analysis, Commercial Banking, Treasury Management, Small Business Lending, Commercial Lending, Portfolio Management, Consumer Lending, Mortgage Lending, Cash Management, Loan Origination
Education
University of Arizona, Eller College of Management
BA, Business and Public Administration
Allison Sims's The PrivateBank Experience 2008 - 2010
Job Vice President ◆ Kansas City Commercial Banking ◆ Bank of the West
Industry Banking
Experience
Bank of the West 2010 - Present
The PrivateBank 2008 - 2010
US Bank 2002 - 2008
UMB Bank 1999 - 2002
Skills
Commercial Banking, Banking, Finance, Commercial Lending, Financial Analysis, Small Business Lending, Credit Analysis, Credit, Loans, Leadership, Management, Strategic Planning, Portfolio Management, Underwriting, New Business Development
Education
University of Central Missouri
BSBA
University of Missouri-Kansas City
MBA - Finance
Bank of the West 2010 - Present
The PrivateBank 2008 - 2010
US Bank 2002 - 2008
UMB Bank 1999 - 2002
Skills
Commercial Banking, Banking, Finance, Commercial Lending, Financial Analysis, Small Business Lending, Credit Analysis, Credit, Loans, Leadership, Management, Strategic Planning, Portfolio Management, Underwriting, New Business Development
Education
University of Central Missouri
BSBA
University of Missouri-Kansas City
MBA - Finance
Ann Benson's The PrivateBank Experience December 2010 - Present
Job Managing Director of Accounting Policy at The PrivateBank
Industry Accounting
Experience
The PrivateBank December 2010 - Present
KPMG August 2007 - December 2010
FASB July 2006 - July 2007
Skills
Accounting, Auditing, Consolidation, Derivatives, Equities, Fair Value, Finance, Financial Analysis, Financial Reporting, GAAP, Hedging, IFRS, Internal Controls, SEC Filings, SEC filings, Securitization, Structured Finance, US GAAP
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
MSA, Accounting
Washington University in St. Louis 2001 — 2005
BSBA, Accounting
Washington University in St. Louis - Olin Business School 2001 — 2005
BSBA, Accounting
The PrivateBank December 2010 - Present
KPMG August 2007 - December 2010
FASB July 2006 - July 2007
Skills
Accounting, Auditing, Consolidation, Derivatives, Equities, Fair Value, Finance, Financial Analysis, Financial Reporting, GAAP, Hedging, IFRS, Internal Controls, SEC Filings, SEC filings, Securitization, Structured Finance, US GAAP
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
MSA, Accounting
Washington University in St. Louis 2001 — 2005
BSBA, Accounting
Washington University in St. Louis - Olin Business School 2001 — 2005
BSBA, Accounting
William Keller's The PrivateBank Experience 2008 - Present
Job Managing Director Loan Administration
Industry Banking
Experience
The Private Bank And Trust Company 2008 - Present
The PrivateBank 2008 - Present
Skills
Portfolio Management, Credit Analysis, Commercial Lending, Commercial Banking, Banking, Loans
Education
University of Michigan 1983 — 1985
MBA, Finance
University of Michigan 1978 — 1982
BBA, Business
The Private Bank And Trust Company 2008 - Present
The PrivateBank 2008 - Present
Skills
Portfolio Management, Credit Analysis, Commercial Lending, Commercial Banking, Banking, Loans
Education
University of Michigan 1983 — 1985
MBA, Finance
University of Michigan 1978 — 1982
BBA, Business
Bluma Broner's The PrivateBank Experience October 2007 - Present
Job Managing Director at The PrivateBank
Industry Banking
Experience
The PrivateBank October 2007 - Present
The Private Bank And Trust Company 2007 - Present
Bank Leumi USA August 2000 - September 2003
Education
The Hebrew University 1991 — 1994
B.A., Economics
The PrivateBank October 2007 - Present
The Private Bank And Trust Company 2007 - Present
Bank Leumi USA August 2000 - September 2003
Education
The Hebrew University 1991 — 1994
B.A., Economics
Susan Lang Berry's The PrivateBank Experience June 2006 - Present
Job Managing Director at The PrivateBank and Trust Company
Industry Banking
Experience
The PrivateBank June 2006 - Present
The First Tee December 2009 - Present
College of DuPage 2008 - Present
The Northern Trust Company October 1994 - 2007
The Northern Trust Company June 1984 - October 1988
Skills
Asset Management, Investments, Asset Allocation, Wealth Management, Private Banking, Loans, Leadership, Management, Portfolio Management
Education
University of Illinois at Urbana-Champaign 1980 — 1984
Bachelor of Science (BS), Finance, General
The PrivateBank June 2006 - Present
The First Tee December 2009 - Present
College of DuPage 2008 - Present
The Northern Trust Company October 1994 - 2007
The Northern Trust Company June 1984 - October 1988
Skills
Asset Management, Investments, Asset Allocation, Wealth Management, Private Banking, Loans, Leadership, Management, Portfolio Management
Education
University of Illinois at Urbana-Champaign 1980 — 1984
Bachelor of Science (BS), Finance, General
Ryan Stahl's The PrivateBank Experience August 2009 - August 2013
Job Deputy General Counsel and Vice President at AvidXchange, Inc.
Industry Law Practice
Experience
AvidXchange, Inc. June 2015 - Present
Mercury Payment Systems September 2013 - February 2015
The PrivateBank August 2009 - August 2013
PRM Realty February 2008 - August 2009
Sidley Austin 2001 - 2008
Procter & Gamble 1997 - 1998
Skills
Corporate Governance, Acquisitions, SEC filings, Capital Markets, Mergers & Acquisitions, Corporate Law, IPO, Joint Ventures, Securities, Licensing, Private Equity, Private Placements, Legal Advice, Management, Securities Regulation, Corporate Finance, Venture Capital, Restructuring, Intellectual Property, Real Estate, SEC Filings
Education
University of Michigan Law School 1998 — 2001
J.D.
University of Dayton 1992 — 1996
B.S., Environmental Engineering Technology
AvidXchange, Inc. June 2015 - Present
Mercury Payment Systems September 2013 - February 2015
The PrivateBank August 2009 - August 2013
PRM Realty February 2008 - August 2009
Sidley Austin 2001 - 2008
Procter & Gamble 1997 - 1998
Skills
Corporate Governance, Acquisitions, SEC filings, Capital Markets, Mergers & Acquisitions, Corporate Law, IPO, Joint Ventures, Securities, Licensing, Private Equity, Private Placements, Legal Advice, Management, Securities Regulation, Corporate Finance, Venture Capital, Restructuring, Intellectual Property, Real Estate, SEC Filings
Education
University of Michigan Law School 1998 — 2001
J.D.
University of Dayton 1992 — 1996
B.S., Environmental Engineering Technology
Richard Pierce's The PrivateBank Experience November 2010 - Present
Job Managing Director at The PrivateBank
Industry Banking
Experience
The PrivateBank November 2010 - Present
Bank of America February 2009 - November 2010
Bank of America Business Capital May 2008 - February 2009
Monroe Capital February 2007 - May 2008
LaSalle Bank June 1994 - February 2007
Skills
Asset Based Lending, Loans, Underwriting, Middle Market, Cash Flow Lending, Credit, Portfolio Management, Credit Analysis, Financial Analysis
Education
Temple University 1988 — 1990
Bachelor of Business Administration, Accounting
The PrivateBank November 2010 - Present
Bank of America February 2009 - November 2010
Bank of America Business Capital May 2008 - February 2009
Monroe Capital February 2007 - May 2008
LaSalle Bank June 1994 - February 2007
Skills
Asset Based Lending, Loans, Underwriting, Middle Market, Cash Flow Lending, Credit, Portfolio Management, Credit Analysis, Financial Analysis
Education
Temple University 1988 — 1990
Bachelor of Business Administration, Accounting
Ellen Abell's The PrivateBank Experience 1994 - October 2009
Job Managing Director at Barrington Stategic Wealth Management Group
Industry Financial Services
Experience
Barrington Stategic Wealth Management Group October 2009 - Present
The PrivateBank 1994 - October 2009
Education
University of Missouri-Columbia 1963 — 1967
B S Accounting, Accounting, Economics
Barrington Stategic Wealth Management Group October 2009 - Present
The PrivateBank 1994 - October 2009
Education
University of Missouri-Columbia 1963 — 1967
B S Accounting, Accounting, Economics
Adam Block's The PrivateBank Experience January 2007 - May 2011
Job Managing Member at BB & P Properties
Industry Real Estate
Experience
BB & P Properties June 2010 - Present
The PrivateBank January 2007 - May 2011
Skills
Credit Analysis, Commercial Banking, Commercial Lending, Credit, Loans, Credit Risk, Banking, Portfolio Management, Underwriting, Middle Market, Financial Analysis, Loan Origination, Mortgage Lending, Asset Based Lending, Treasury Management, Private Banking, Cash Management, Financial Risk, Financial Modeling
Education
Tulane University
BB & P Properties June 2010 - Present
The PrivateBank January 2007 - May 2011
Skills
Credit Analysis, Commercial Banking, Commercial Lending, Credit, Loans, Credit Risk, Banking, Portfolio Management, Underwriting, Middle Market, Financial Analysis, Loan Origination, Mortgage Lending, Asset Based Lending, Treasury Management, Private Banking, Cash Management, Financial Risk, Financial Modeling
Education
Tulane University
Brian Greenblatt's The PrivateBank Experience October 2013 - Present
Job President, Middle Market Commercial Banking at The PrivateBank
Industry Banking
Experience
The PrivateBank October 2013 - Present
The PrivateBank October 2007 - Present
Skills
Portfolio Management
Education
University of Michigan 1984 — 1988
BA Economics
The PrivateBank October 2013 - Present
The PrivateBank October 2007 - Present
Skills
Portfolio Management
Education
University of Michigan 1984 — 1988
BA Economics
Jeff Danek's The PrivateBank Experience June 2010 - Present
Job Risk Reporting Officer at The PrivateBank
Industry Banking
Experience
The PrivateBank June 2010 - Present
Park National Bank January 1998 - June 2010
Education
University of Illinois at Chicago 1993 — 1997
Bachelor's degree, Accounting
The PrivateBank June 2010 - Present
Park National Bank January 1998 - June 2010
Education
University of Illinois at Chicago 1993 — 1997
Bachelor's degree, Accounting
Robert Chung's The PrivateBank Experience 2011 - 2012
Job Senior Banking Professional
Industry Financial Services
Experience
Urban Partnership Bank April 2012 - Present
The PrivateBank 2011 - 2012
Geneva Trading 2009 - 2011
KeyBank Real Estate Capital 2004 - 2008
Builders Bank 2003 - 2004
GE Capital 2001 - 2002
Heller Financial 1997 - 2001
Skills
Portfolio Management, Due Diligence, Loans, Credit, Valuation, Underwriting, Credit Management, Credit Risk, Asset Management, Client Development, Commercial Real Estate, Structured Finance, Cash Flow Forecasting, Sensitivity Analysis, Credit Analysis, Loan Origination, Loan Documents, Commercial Banking, Commercial Lending, Real Estate, Mortgage Banking, Mortgage Underwriting, High Net Worth..., Financial Modeling, Real Estate Financing, Financial Risk, Financial Analysis, Finance, Investments, Financial Structuring, Real Estate Economics, Banking, Management, Mortgage Lending, Commercial Mortgages, Investment Properties, Risk Management, Construction Loans, Strategy, Equities, Leases, CMBS, Real Estate Development, Real Estate Transactions, Capital Markets, Dispositions, Trading, Financial Services
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science, Accounting
Urban Partnership Bank April 2012 - Present
The PrivateBank 2011 - 2012
Geneva Trading 2009 - 2011
KeyBank Real Estate Capital 2004 - 2008
Builders Bank 2003 - 2004
GE Capital 2001 - 2002
Heller Financial 1997 - 2001
Skills
Portfolio Management, Due Diligence, Loans, Credit, Valuation, Underwriting, Credit Management, Credit Risk, Asset Management, Client Development, Commercial Real Estate, Structured Finance, Cash Flow Forecasting, Sensitivity Analysis, Credit Analysis, Loan Origination, Loan Documents, Commercial Banking, Commercial Lending, Real Estate, Mortgage Banking, Mortgage Underwriting, High Net Worth..., Financial Modeling, Real Estate Financing, Financial Risk, Financial Analysis, Finance, Investments, Financial Structuring, Real Estate Economics, Banking, Management, Mortgage Lending, Commercial Mortgages, Investment Properties, Risk Management, Construction Loans, Strategy, Equities, Leases, CMBS, Real Estate Development, Real Estate Transactions, Capital Markets, Dispositions, Trading, Financial Services
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science, Accounting
Aida Stefanelli's The PrivateBank Experience 2007 - 2011
Job Retired Executive Assistant
Industry Executive Office
Experience
The PrivateBank 2007 - 2011
Sara Lee Corp. 2001 - 2007
Sara Lee Foodservice 2001 - 2006
GATX Terminals Corp 1992 - 2001
Skills
PowerPoint, Excel, Outlook, Customer Service, Microsoft Office, Word, Administrative Support, Visio, Calendars, Spreadsheets, Typing, Telephone Skills, Office Management, Microsoft Excel, Accounting, Administrative..., Budgets, Employee Relations, Event Planning, Inventory Management, Microsoft Word, Team Building, Administrative..., Management, SAP, Access, Lotus Notes
Education
Triton College
various
Josephinum, Chicago, IL
The PrivateBank 2007 - 2011
Sara Lee Corp. 2001 - 2007
Sara Lee Foodservice 2001 - 2006
GATX Terminals Corp 1992 - 2001
Skills
PowerPoint, Excel, Outlook, Customer Service, Microsoft Office, Word, Administrative Support, Visio, Calendars, Spreadsheets, Typing, Telephone Skills, Office Management, Microsoft Excel, Accounting, Administrative..., Budgets, Employee Relations, Event Planning, Inventory Management, Microsoft Word, Team Building, Administrative..., Management, SAP, Access, Lotus Notes
Education
Triton College
various
Josephinum, Chicago, IL
Lincoln L.A. Sorensen's The PrivateBank Experience May 2014 - Present
Job Investment Associate at The PrivateBank
Industry Investment Management
Experience
The PrivateBank May 2014 - Present
Commerce Bank August 2012 - May 2014
HNTB November 2010 - August 2012
Towers Watson June 2009 - July 2009
Skills
Risk Analysis, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Excel, Teamwork, Due Diligence, Sales Support, Profitability Analysis, Microsoft Excel, Investments, Portfolio Management, Bloomberg, Wealth Management, Asset Allocation
Education
University of Missouri-Columbia 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Banking
Christian Brothers College High School 2002 — 2006
The PrivateBank May 2014 - Present
Commerce Bank August 2012 - May 2014
HNTB November 2010 - August 2012
Towers Watson June 2009 - July 2009
Skills
Risk Analysis, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Excel, Teamwork, Due Diligence, Sales Support, Profitability Analysis, Microsoft Excel, Investments, Portfolio Management, Bloomberg, Wealth Management, Asset Allocation
Education
University of Missouri-Columbia 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Banking
Christian Brothers College High School 2002 — 2006
Melissa Persenaire- Bloom's The PrivateBank Experience July 2012 - Present
Job Banking Associate at The Private Bank And Trust Company
Industry Banking
Experience
The PrivateBank July 2012 - Present
The Private Bank And Trust Company February 2012 - Present
Trinity Christian College July 2011 - December 2012
Education
Trinity Christian College 2011 — 2014
Bachelor's degree, History, Graduate
Trinity Christian College 2011 — 2014
Bachelor's degree, History
The PrivateBank July 2012 - Present
The Private Bank And Trust Company February 2012 - Present
Trinity Christian College July 2011 - December 2012
Education
Trinity Christian College 2011 — 2014
Bachelor's degree, History, Graduate
Trinity Christian College 2011 — 2014
Bachelor's degree, History
TD
Scotiabank
TD Canada Trust
Silicon Valley Bank
China Merchants Bank
CIT Group
Cadence Bank, N.A.
The CIT Group