Trust Company of Illinois
Description
Address: 1901 Butterfield Rd # 1000, Downers Grove, IL 60515 Phone: (630) 545-2200: Website: : : Category: : Place name: : Hours: : Website: http://tcwealthpartners.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Trust Company of Illinois Posting publicly on the Web Write a review Reviews Be the first to review
Trust Company of Illinois List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Trust Company of Illinois. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Trust Company of Illinois Employees
Employee
Years
Job
Industry
Ty Gregorash Ty Gregorash's Trust Company of Illinois Experience November 2009 - May 2010
Job Student at Indiana University Bloomington
Industry Information Services
Experience
Indiana University August 2011 - Present
ArcelorMittal May 2014 - August 2014
DART HVAC May 2011 - August 2013
Indiana University Event Services September 2012 - November 2012
Glen Ellyn Park District May 2006 - June 2011
Trust Company of Illinois November 2009 - May 2010
Skills
Microsoft Excel, SharePoint, Facebook, PowerPoint, Social Media, Teamwork, Visio, Microsoft Office, Microsoft Word, Public Speaking
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Business Administration (B.B.A.), Information Process Management, Junior
Indiana University August 2011 - Present
ArcelorMittal May 2014 - August 2014
DART HVAC May 2011 - August 2013
Indiana University Event Services September 2012 - November 2012
Glen Ellyn Park District May 2006 - June 2011
Trust Company of Illinois November 2009 - May 2010
Skills
Microsoft Excel, SharePoint, Facebook, PowerPoint, Social Media, Teamwork, Visio, Microsoft Office, Microsoft Word, Public Speaking
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Business Administration (B.B.A.), Information Process Management, Junior
Chris Bouma, CFA Chris Bouma, CFA's Trust Company of Illinois Experience June 1999 - June 2000
Job Research Analyst at Denver Investments
Industry Investment Management
Experience
Denver Investments June 2005 - Present
Wagner Investment Management June 2000 - June 2005
Trust Company of Illinois June 1999 - June 2000
Bristol Investment Advisors, Inc April 1996 - June 1999
Skills
Equity Research, Equities, Valuation, Financial Modeling, Portfolio Management, Investments, Asset Managment, Investment Research, Equity Valuation, Performance Attribution, Capital Markets, Investment Management, Alternative Investments
Education
University of Denver - Daniels College of Business 1997 — 1999
Master of Business Administration (M.B.A.), Accounting and Finance
University of Denver 1992 — 1995
Bachelor of Science (BS), Environmental Science
Glenbard West
Denver Investments June 2005 - Present
Wagner Investment Management June 2000 - June 2005
Trust Company of Illinois June 1999 - June 2000
Bristol Investment Advisors, Inc April 1996 - June 1999
Skills
Equity Research, Equities, Valuation, Financial Modeling, Portfolio Management, Investments, Asset Managment, Investment Research, Equity Valuation, Performance Attribution, Capital Markets, Investment Management, Alternative Investments
Education
University of Denver - Daniels College of Business 1997 — 1999
Master of Business Administration (M.B.A.), Accounting and Finance
University of Denver 1992 — 1995
Bachelor of Science (BS), Environmental Science
Glenbard West
Joel Riley, CFP® Joel Riley, CFP®'s Trust Company of Illinois Experience May 1999 - May 2013
Job Principal at Black Diamond Planners
Industry Financial Services
Experience
Black Diamond Planners June 2013 - Present
Trust Company of Illinois May 1999 - May 2013
Legg Mason Wood Walker, Inc 1998 - 1999
Nuveen 1992 - 1997
Delta Upsilon International Fraternity 1991 - 1992
Skills
Financial Planning, Wealth Management, Asset Management, Retirement Planning, Retirement
Education
DePauw University 1987 — 1991
BA
Marmion Military Academy 1984 — 1987
Black Diamond Planners June 2013 - Present
Trust Company of Illinois May 1999 - May 2013
Legg Mason Wood Walker, Inc 1998 - 1999
Nuveen 1992 - 1997
Delta Upsilon International Fraternity 1991 - 1992
Skills
Financial Planning, Wealth Management, Asset Management, Retirement Planning, Retirement
Education
DePauw University 1987 — 1991
BA
Marmion Military Academy 1984 — 1987
William L. Gaul, CFA William L. Gaul, CFA's Trust Company of Illinois Experience January 2012 - December 2013
Job Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. 2014 - Present
Trust Company of Illinois January 2012 - December 2013
First Midwest Bank December 2010 - December 2011
PNC Wealth Management August 2005 - November 2010
National City Bank April 2000 - July 2005
W.L. Gaul, Inc. March 1991 - March 2000
Education
Second City Training Center 2007 — 2007
Beginning Improvisor Program
Cannon Financial Institute 2005 — 2007
University of Missouri-Columbia 1986 — 1990
BJ, BA, Journalism, Economics
Evanston Township High School (ETHS) 1983 — 1986
st. a's
J.P. Morgan Chase Bank, N.A. 2014 - Present
Trust Company of Illinois January 2012 - December 2013
First Midwest Bank December 2010 - December 2011
PNC Wealth Management August 2005 - November 2010
National City Bank April 2000 - July 2005
W.L. Gaul, Inc. March 1991 - March 2000
Education
Second City Training Center 2007 — 2007
Beginning Improvisor Program
Cannon Financial Institute 2005 — 2007
University of Missouri-Columbia 1986 — 1990
BJ, BA, Journalism, Economics
Evanston Township High School (ETHS) 1983 — 1986
st. a's
Paula Brennan Paula Brennan's Trust Company of Illinois Experience December 2005 - Present
Job Marketing & Special Events at Trust Company of Illinois
Industry Investment Management
Experience
Trust Company of Illinois December 2005 - Present
Russell Financial Services September 2000 - October 2005
Troop 303, Boy Scouts of America 1994 - 1997
Wiesbrook School 1992 - 1993
Mary Kay Cosmetics 1972 - 1984
Harvard / MIT Joint Center for Urban Studies 1968 - 1970
Skills
Event Planning, Event Management, Customer Service, Hospitality, Report Writing, Project Management, Marketing, Budget Process, Corporate Events, Asset Management, Fundraising, Asset Managment, Investments, Public Relations, Sales, Social Media, Team Building, Wealth Management
Education
Rosemont College 1963 — 1967
BA, History and Politics
Trust Company of Illinois December 2005 - Present
Russell Financial Services September 2000 - October 2005
Troop 303, Boy Scouts of America 1994 - 1997
Wiesbrook School 1992 - 1993
Mary Kay Cosmetics 1972 - 1984
Harvard / MIT Joint Center for Urban Studies 1968 - 1970
Skills
Event Planning, Event Management, Customer Service, Hospitality, Report Writing, Project Management, Marketing, Budget Process, Corporate Events, Asset Management, Fundraising, Asset Managment, Investments, Public Relations, Sales, Social Media, Team Building, Wealth Management
Education
Rosemont College 1963 — 1967
BA, History and Politics
Deborah Shoemaker, CFP®, CTFA Deborah Shoemaker, CFP®, CTFA's Trust Company of Illinois Experience 2014 - Present
Job Planning & Fiduciary Services Director at Trust Company of Illinois
Industry Financial Services
Experience
Trust Company of Illinois 2014 - Present
ING 2001 - 2013
American Express 1999 - 2000
American Express 1996 - 1999
American Express 1994 - 1996
Skills
Wealth Management, Business Development, Estate Planning, Relationship Management, Retirement Planning, Retirement, Investment Advisory, Financial Services, Mutual Funds, Securities, Financial Planning, Strategic Financial..., Investments, Portfolio Management, Series 63
Education
University of St. Thomas - Opus College of Business
MBA
Northern Illinois University
BS
Trust Company of Illinois 2014 - Present
ING 2001 - 2013
American Express 1999 - 2000
American Express 1996 - 1999
American Express 1994 - 1996
Skills
Wealth Management, Business Development, Estate Planning, Relationship Management, Retirement Planning, Retirement, Investment Advisory, Financial Services, Mutual Funds, Securities, Financial Planning, Strategic Financial..., Investments, Portfolio Management, Series 63
Education
University of St. Thomas - Opus College of Business
MBA
Northern Illinois University
BS
Nidia Karen Garcia's Trust Company of Illinois Experience May 2015 - Present
Job Account Executive at Trust Company of Illinois
Industry Financial Services
Experience
Trust Company of Illinois May 2015 - Present
Trust Company of Illinois January 2012 - May 2015
Woodman's Food Markets July 2009 - March 2012
Magnum Insurance May 2009 - July 2009
LTD Commodities August 2007 - November 2008
Liberty Tax Service December 2006 - May 2007
Skills
Asset Managment, Investments, Wealth Management, Retirement Planning, Strategic Financial..., Bloomberg Terminal, Morningstar Direct, Research, Finance, Bilingual, Spanish-English, Financial Planners, Financial Modeling, Retirement, Financial Analysis, Accounts Receivable, Portfolio Management, Payroll, Insurance, Estate Planning, Time Management, Bloomberg, Investment Management, ISAs, Paraplanning, Corporate Finance, Valuation, Tax Efficiency, Customer Service, Protection..., Asset Allocation, Investment Strategies, Asset Management, Trusts, Pensions, Banking, Tax, Financial Statements, Account Reconciliation, Securities, Personal Finance, Accounting, Personal Financial..., Small Business, Financial Planning
Education
DePaul University 2012 — 2013
Financial Planning Certificate Program
Aurora University 2010 — 2011
Bachelor of Science, Finance, Business and Commerce
Trust Company of Illinois May 2015 - Present
Trust Company of Illinois January 2012 - May 2015
Woodman's Food Markets July 2009 - March 2012
Magnum Insurance May 2009 - July 2009
LTD Commodities August 2007 - November 2008
Liberty Tax Service December 2006 - May 2007
Skills
Asset Managment, Investments, Wealth Management, Retirement Planning, Strategic Financial..., Bloomberg Terminal, Morningstar Direct, Research, Finance, Bilingual, Spanish-English, Financial Planners, Financial Modeling, Retirement, Financial Analysis, Accounts Receivable, Portfolio Management, Payroll, Insurance, Estate Planning, Time Management, Bloomberg, Investment Management, ISAs, Paraplanning, Corporate Finance, Valuation, Tax Efficiency, Customer Service, Protection..., Asset Allocation, Investment Strategies, Asset Management, Trusts, Pensions, Banking, Tax, Financial Statements, Account Reconciliation, Securities, Personal Finance, Accounting, Personal Financial..., Small Business, Financial Planning
Education
DePaul University 2012 — 2013
Financial Planning Certificate Program
Aurora University 2010 — 2011
Bachelor of Science, Finance, Business and Commerce
Abraham Manriquez Abraham Manriquez's Trust Company of Illinois Experience January 2011 - May 2011
Job Workers' Compensation Claim Adjuster at CorVel Corporation
Industry Insurance
Experience
CorVel Corporation October 2012 - Present
Sedgwick August 2011 - October 2012
Trust Company of Illinois January 2011 - May 2011
AMC Theatres August 2007 - August 2009
AMC Theatres April 2006 - August 2007
Skills
Training, Employee Benefits, Workers Compensation, Claim, Claims Management, Insurance, Liability, Property, Subrogation
Education
Aurora University
Bachelor of Arts, Business and Commerce, Finance
CorVel Corporation October 2012 - Present
Sedgwick August 2011 - October 2012
Trust Company of Illinois January 2011 - May 2011
AMC Theatres August 2007 - August 2009
AMC Theatres April 2006 - August 2007
Skills
Training, Employee Benefits, Workers Compensation, Claim, Claims Management, Insurance, Liability, Property, Subrogation
Education
Aurora University
Bachelor of Arts, Business and Commerce, Finance
Jill Shattler Ward CFP® Jill Shattler Ward CFP®'s Trust Company of Illinois Experience 2004 - Present
Job Wealth Advisor, Financial Planner, Family Financial Coordinator
Industry Investment Management
Experience
Trust Company of Illinois 2004 - Present
Skills
Wealth Management, Strategic Financial..., Investments, Portfolio Management, Retirement Planning, Asset Managment, Building Relationships, Estate Planning, Investment Management, Asset Management, Securities, Retirement, Asset Allocation
Education
University of Illinois at Urbana-Champaign 1986 — 1990
BA, Economics
Trust Company of Illinois 2004 - Present
Skills
Wealth Management, Strategic Financial..., Investments, Portfolio Management, Retirement Planning, Asset Managment, Building Relationships, Estate Planning, Investment Management, Asset Management, Securities, Retirement, Asset Allocation
Education
University of Illinois at Urbana-Champaign 1986 — 1990
BA, Economics
Debbie Gregorash,CPA's Trust Company of Illinois Experience June 1993 - Present
Job CFO, Manager Human Resources, Information Systems, Compliance & Trust Operations
Industry Financial Services
Experience
Trust Company of Illinois June 1993 - Present
Gary Wheaton Bank November 1986 - May 1993
Education
University of Illinois at Urbana-Champaign - College of Business 1981 — 1985
BS, Business Administration
Morris Community High School
Trust Company of Illinois June 1993 - Present
Gary Wheaton Bank November 1986 - May 1993
Education
University of Illinois at Urbana-Champaign - College of Business 1981 — 1985
BS, Business Administration
Morris Community High School
Brandy Harrington, CFP® Brandy Harrington, CFP®'s Trust Company of Illinois Experience July 2002 - Present
Job Wealth Advisor, Financial Planner, Family Financial Coordinator
Industry Investment Management
Experience
Trust Company of Illinois July 2002 - Present
Fifth Third Bank 2001 - 2002
Old Kent Bank 1989 - 2001
Skills
Financial Planning, Wealth Management, Asset Management, Retirement Planning, Investments, Portfolio Management, Retirement, Wealth Management..., Financial Planners, Trust Services, Wealth Accumulation, Alternative Investments, Investment Advisory, Estate Planning, Equities, Securities, Strategic Financial..., Asset Allocation, Small Business, High Net Worth..., Estate Administration, Management, Personal Trust..., Mutual Funds, Investment Strategies, Financial Services, Tax, Finance, Investment Management, Long-term Care, Trusts, Estate Tax Planning, Asset Managment, Wealth, Life Insurance, Relationship Management, Financial Analysis, Fixed Income, Asset Protection, Financial Advisory, IRAs, Risk Management
Education
Judson University
BA, Business
Trust Company of Illinois July 2002 - Present
Fifth Third Bank 2001 - 2002
Old Kent Bank 1989 - 2001
Skills
Financial Planning, Wealth Management, Asset Management, Retirement Planning, Investments, Portfolio Management, Retirement, Wealth Management..., Financial Planners, Trust Services, Wealth Accumulation, Alternative Investments, Investment Advisory, Estate Planning, Equities, Securities, Strategic Financial..., Asset Allocation, Small Business, High Net Worth..., Estate Administration, Management, Personal Trust..., Mutual Funds, Investment Strategies, Financial Services, Tax, Finance, Investment Management, Long-term Care, Trusts, Estate Tax Planning, Asset Managment, Wealth, Life Insurance, Relationship Management, Financial Analysis, Fixed Income, Asset Protection, Financial Advisory, IRAs, Risk Management
Education
Judson University
BA, Business
William Mulder's Trust Company of Illinois Experience June 2011 - August 2011
Job Account Executive Key Sales at Cision
Industry Financial Services
Experience
Cision March 2015 - Present
Cision September 2014 - Present
Bureau van Dijk February 2012 - October 2013
Trust Company of Illinois June 2011 - August 2011
US Bank Corp April 2007 - August 2008
Skills
Account Management, Microsoft Office, Management, PowerPoint, Business Development, New Business Development, Customer Service, Time Management, Finance, Consulting, Credit Risk, Sales, Business Strategy, Market Research, Sales Management, Microsoft Excel
Education
Bradley University 2009 — 2011
Bachelor of Science, Management and Administration
College of DuPage 2006 — 2009
Associate of Arts Transferred
Cision March 2015 - Present
Cision September 2014 - Present
Bureau van Dijk February 2012 - October 2013
Trust Company of Illinois June 2011 - August 2011
US Bank Corp April 2007 - August 2008
Skills
Account Management, Microsoft Office, Management, PowerPoint, Business Development, New Business Development, Customer Service, Time Management, Finance, Consulting, Credit Risk, Sales, Business Strategy, Market Research, Sales Management, Microsoft Excel
Education
Bradley University 2009 — 2011
Bachelor of Science, Management and Administration
College of DuPage 2006 — 2009
Associate of Arts Transferred
Kathryn McGough Kathryn McGough's Trust Company of Illinois Experience November 2013 - Present
Job Account Executive at Trust Company of Illinois
Industry Financial Services
Experience
Trust Company of Illinois November 2013 - Present
City of Chicago April 2013 - November 2013
The Bon Ton Stores Inc. November 2012 - April 2013
Underwriters Laboratories April 2011 - August 2011
Office of the Public Guardian, Domestic Relations Division May 2010 - September 2010
Nordstrom 2007 - 2009
Skills
Spanish, Tax Law, Mergers, Restructuring, REIT, Corporate Law, Microsoft Office, Westlaw, Sanction, Legal Documents, Trusts, Mergers & Acquisitions, Legal Issues, Estate Planning, Trials, Courts, Corporate Governance, Public Speaking, Revocable Trusts, Contract Negotiation, Intellectual Property, Charitable Trusts, Legal Writing, Portfolio Management, Investment Trusts, Taxation of Trusts, Special Needs Trusts
Education
DePaul University College of Law 2009 — 2012
Doctor of Law (J.D.)
Illinois Wesleyan University 2006 — 2009
BS, Political Science
Conant High School 2002 — 2006
Trust Company of Illinois November 2013 - Present
City of Chicago April 2013 - November 2013
The Bon Ton Stores Inc. November 2012 - April 2013
Underwriters Laboratories April 2011 - August 2011
Office of the Public Guardian, Domestic Relations Division May 2010 - September 2010
Nordstrom 2007 - 2009
Skills
Spanish, Tax Law, Mergers, Restructuring, REIT, Corporate Law, Microsoft Office, Westlaw, Sanction, Legal Documents, Trusts, Mergers & Acquisitions, Legal Issues, Estate Planning, Trials, Courts, Corporate Governance, Public Speaking, Revocable Trusts, Contract Negotiation, Intellectual Property, Charitable Trusts, Legal Writing, Portfolio Management, Investment Trusts, Taxation of Trusts, Special Needs Trusts
Education
DePaul University College of Law 2009 — 2012
Doctor of Law (J.D.)
Illinois Wesleyan University 2006 — 2009
BS, Political Science
Conant High School 2002 — 2006
Greg Osko Greg Osko's Trust Company of Illinois Experience 1993 - Present
Job Chairman at Trust Company of Illinois
Industry Financial Services
Experience
Trust Company of Illinois 1993 - Present
Trust Company of Illinois June 1993 - June 2013
Gary-Wheaton Bank 1972 - 1992
Continental Bank 1969 - 1971
Skills
Asset Management, Wealth Management, Investments, Financial Planning, Retirement Planning, Strategic Financial..., Finance, Strategy, Portfolio Management, Entrepreneurship, Employee Benefits, Management Consulting, Strategic Planning, Asset Managment, Mergers & Acquisitions, Business Development, Business Strategy, Retirement, Banking, Small Business, Estate Planning, Investment Management, Executive Management, Asset Allocation, Venture Capital, Valuation, Due Diligence, Private Equity, Mutual Funds, Securities
Education
Quinlan School of Business, Loyola University Chicago 1970 — 1975
MBA, Finance
University of Iowa 1965 — 1969
BBA, Marketing
Trust Company of Illinois 1993 - Present
Trust Company of Illinois June 1993 - June 2013
Gary-Wheaton Bank 1972 - 1992
Continental Bank 1969 - 1971
Skills
Asset Management, Wealth Management, Investments, Financial Planning, Retirement Planning, Strategic Financial..., Finance, Strategy, Portfolio Management, Entrepreneurship, Employee Benefits, Management Consulting, Strategic Planning, Asset Managment, Mergers & Acquisitions, Business Development, Business Strategy, Retirement, Banking, Small Business, Estate Planning, Investment Management, Executive Management, Asset Allocation, Venture Capital, Valuation, Due Diligence, Private Equity, Mutual Funds, Securities
Education
Quinlan School of Business, Loyola University Chicago 1970 — 1975
MBA, Finance
University of Iowa 1965 — 1969
BBA, Marketing
Karin (Dommermuth) O'Connor's Trust Company of Illinois Experience October 2004 - April 2009
Job President at Perimeter Advisors
Industry Venture Capital & Private Equity
Experience
Research Park at the University of Illinois Urbana Champaign November 2014 - Present
Aaron Equipment Company July 2011 - Present
Perimeter Advisors January 2004 - Present
Cadent Resources, Inc. April 2003 - Present
Moxie Jean, Inc. July 2014 - August 2015
Hyde Park Angels June 2009 - August 2015
Neighborhood Capital Institute September 2009 - May 2014
FeeFighters June 2010 - March 2012
Laurus Technologies July 2007 - September 2009
Trust Company of Illinois October 2004 - April 2009
Skills
Venture Capital, Mergers, Start-ups, Entrepreneurship, Private Equity, Corporate Development, Strategic Planning, Angel Investing, Business Planning, Management, Joint Ventures, Investments, Business Strategy, Leadership, Portfolio Management, Business Analysis, Corporate Finance, Mergers & Acquisitions, Project Planning, Strategy, Finance, Strategic Consulting, Management Consulting, Wealth Management, Nonprofits, Organizational..., Acquisition Integration, Program Management, Restructuring, Strategic Partnerships, New Business Development, Analysis, Selling, Due Diligence, Financial Analysis, Enterprise Software, Team Leadership, Financial Modeling, Corporate Governance, Valuation, Equities, Business Development, Small Business, Mezzanine, Acquisitions, Investment Banking, Consulting, Training, Sales, Executive Management
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Finance, Management Strategy
University of Illinois at Urbana-Champaign 1978 — 1982
BA, Finance (German minor)
Carbondale Community High School
Research Park at the University of Illinois Urbana Champaign November 2014 - Present
Aaron Equipment Company July 2011 - Present
Perimeter Advisors January 2004 - Present
Cadent Resources, Inc. April 2003 - Present
Moxie Jean, Inc. July 2014 - August 2015
Hyde Park Angels June 2009 - August 2015
Neighborhood Capital Institute September 2009 - May 2014
FeeFighters June 2010 - March 2012
Laurus Technologies July 2007 - September 2009
Trust Company of Illinois October 2004 - April 2009
Skills
Venture Capital, Mergers, Start-ups, Entrepreneurship, Private Equity, Corporate Development, Strategic Planning, Angel Investing, Business Planning, Management, Joint Ventures, Investments, Business Strategy, Leadership, Portfolio Management, Business Analysis, Corporate Finance, Mergers & Acquisitions, Project Planning, Strategy, Finance, Strategic Consulting, Management Consulting, Wealth Management, Nonprofits, Organizational..., Acquisition Integration, Program Management, Restructuring, Strategic Partnerships, New Business Development, Analysis, Selling, Due Diligence, Financial Analysis, Enterprise Software, Team Leadership, Financial Modeling, Corporate Governance, Valuation, Equities, Business Development, Small Business, Mezzanine, Acquisitions, Investment Banking, Consulting, Training, Sales, Executive Management
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Finance, Management Strategy
University of Illinois at Urbana-Champaign 1978 — 1982
BA, Finance (German minor)
Carbondale Community High School
Jerome Avner, CFP®, CWS®, CSA® Jerome Avner, CFP®, CWS®, CSA®'s Trust Company of Illinois Experience May 2006 - Present
Job Financial Solutions Provider for 90 client family relationships
Industry Financial Services
Experience
Trust Company of Illinois May 2006 - Present
Designed Printed Products, Inc. May 1994 - Present
First Chicago/Gary Wheaton Bank August 1976 - May 1994
Continental Illinois National Bank and Trust 1968 - 1976
US Army 1966 - 1968
Skills
Retirement Planning, Retirement, Investments, Insurance, Succession Planning, Project Planning, Wealth, Strategic Financial..., Wealth Management, Small Business, Estate Planning, Asset Managment, Banking, Strategy, Financial Services, Asset Management, Portfolio Management
Education
DePaul University 1972 — 1976
Bachelor of science in commerce, Business
Trust Company of Illinois May 2006 - Present
Designed Printed Products, Inc. May 1994 - Present
First Chicago/Gary Wheaton Bank August 1976 - May 1994
Continental Illinois National Bank and Trust 1968 - 1976
US Army 1966 - 1968
Skills
Retirement Planning, Retirement, Investments, Insurance, Succession Planning, Project Planning, Wealth, Strategic Financial..., Wealth Management, Small Business, Estate Planning, Asset Managment, Banking, Strategy, Financial Services, Asset Management, Portfolio Management
Education
DePaul University 1972 — 1976
Bachelor of science in commerce, Business
Patricia Markley Patricia Markley's Trust Company of Illinois Experience 2011 - Present
Job Trust Operations Officer at American Bank & Trust
Industry Financial Services
Experience
American Bank & Trust June 2015 - Present
Trust Company of Illinois 2011 - Present
Trust Company of Illinois 2000 - 2010
Trust Company of Illinois 1997 - 1999
Trust Company of Illinois 1996 - 1996
First Chicago (Gary-Wheaton Bank) 1992 - 1995
Skills
Access, Microsoft Excel, Databases, IRAs, Trusts, Trust Services, Trust Operations, Process Improvement, Data Management, Asset Management, Investments, Mutual Funds, Retirement Planning, Wealth Management, Securities, Financial Planning, Microsoft Access
Education
Northern Illinois University
BS, Economics
American Bank & Trust June 2015 - Present
Trust Company of Illinois 2011 - Present
Trust Company of Illinois 2000 - 2010
Trust Company of Illinois 1997 - 1999
Trust Company of Illinois 1996 - 1996
First Chicago (Gary-Wheaton Bank) 1992 - 1995
Skills
Access, Microsoft Excel, Databases, IRAs, Trusts, Trust Services, Trust Operations, Process Improvement, Data Management, Asset Management, Investments, Mutual Funds, Retirement Planning, Wealth Management, Securities, Financial Planning, Microsoft Access
Education
Northern Illinois University
BS, Economics
Jim Pinckney Jim Pinckney's Trust Company of Illinois Experience September 1993 - Present
Job President at ClearThrough Solutions
Industry Financial Services
Experience
ClearThrough Solutions October 2014 - Present
Trust Company of Illinois September 1993 - Present
Cornerstone Advisors, Inc. May 2012 - October 2014
ClearThrough Consulting 2009 - April 2012
William James & Associates, Ltd 1983 - 2009
Central DuPage Hospital 1999 - 2002
Arthur Andersen 1981 - 1983
Southwestern Company 1978 - 1979
Skills
Consulting, Leadership, Sales, Process Improvement, Risk Management, CRM, Financial Services, Enterprise Software, Business Strategy, Management Consulting, Strategy, Entrepreneurship, Executive Management, Investments, Strategic Planning, Management
Education
Northern Illinois University 1979 — 1981
MBA, Accounting / Finance
Wheaton College 1976 — 1977
Psychology
Covenant College 1971 — 1975
BA, Psychology
ClearThrough Solutions October 2014 - Present
Trust Company of Illinois September 1993 - Present
Cornerstone Advisors, Inc. May 2012 - October 2014
ClearThrough Consulting 2009 - April 2012
William James & Associates, Ltd 1983 - 2009
Central DuPage Hospital 1999 - 2002
Arthur Andersen 1981 - 1983
Southwestern Company 1978 - 1979
Skills
Consulting, Leadership, Sales, Process Improvement, Risk Management, CRM, Financial Services, Enterprise Software, Business Strategy, Management Consulting, Strategy, Entrepreneurship, Executive Management, Investments, Strategic Planning, Management
Education
Northern Illinois University 1979 — 1981
MBA, Accounting / Finance
Wheaton College 1976 — 1977
Psychology
Covenant College 1971 — 1975
BA, Psychology
Cindy Dugo's Trust Company of Illinois Experience October 2007 - Present
Job Senior Trust Operations Associate at Trust Company of Illinois
Industry Investment Management
Experience
Trust Company of Illinois October 2007 - Present
Principal Financial Group September 1987 - March 2006
Protection Mutual Insurance Company May 1981 - September 1987
Education
Indiana University Bloomington
Liberal Arts and Sciences/Liberal Studies
Trust Company of Illinois October 2007 - Present
Principal Financial Group September 1987 - March 2006
Protection Mutual Insurance Company May 1981 - September 1987
Education
Indiana University Bloomington
Liberal Arts and Sciences/Liberal Studies
Tami Bowman, CPC's Trust Company of Illinois Experience April 2006 - June 2011
Job Retirement Plan Consultant, Entrepreneur and Experienced Board Member
Industry Investment Management
Experience
Family Shelter Service April 2014 - Present
Family Shelter Service March 2008 - June 2014
Trust Company of Illinois April 2006 - June 2011
RSM McGladrey Retirement Resources January 1996 - April 2006
RSM McGladrey January 1996 - April 2006
FERS 1996 - 2001
HPL&S, Inc. October 1991 - December 1995
Skills
ERISA, Employee Benefits, 401k, Retirement, Pensions, Profit Sharing, Board Relations, Qualified Retirement..., Compliance Testing, Compliance, 401k Rollovers, Qualified Domestic..., Board Development, Retirement Planning, Defined Contribution, Retirement Plan..., Defined Benefit, Asset Allocation, Wealth Management, Estate Planning, Securities, Financial Services, Strategic Financial..., Asset Management, Investment Management, Investment Advisory, Mutual Funds, Financial Planning
Education
Bradley University 1987 — 1991
B.S., Accounting with a minor in Psychology
Family Shelter Service April 2014 - Present
Family Shelter Service March 2008 - June 2014
Trust Company of Illinois April 2006 - June 2011
RSM McGladrey Retirement Resources January 1996 - April 2006
RSM McGladrey January 1996 - April 2006
FERS 1996 - 2001
HPL&S, Inc. October 1991 - December 1995
Skills
ERISA, Employee Benefits, 401k, Retirement, Pensions, Profit Sharing, Board Relations, Qualified Retirement..., Compliance Testing, Compliance, 401k Rollovers, Qualified Domestic..., Board Development, Retirement Planning, Defined Contribution, Retirement Plan..., Defined Benefit, Asset Allocation, Wealth Management, Estate Planning, Securities, Financial Services, Strategic Financial..., Asset Management, Investment Management, Investment Advisory, Mutual Funds, Financial Planning
Education
Bradley University 1987 — 1991
B.S., Accounting with a minor in Psychology
Sam Paisley, CFP® Sam Paisley, CFP®'s Trust Company of Illinois Experience July 2014 - Present
Job Trust Operations, Trust Company of Illinois
Industry Financial Services
Experience
Trust Company of Illinois July 2014 - Present
Self Employed Referee February 2009 - Present
Skills
Trading, Microsoft Excel, Electronic Trading, QuickBooks, Insurance, Microsoft Word, Customer Service, Sales, Management, Outlook, Securities, Leadership, Options, Marketing, PowerPoint, Quicken, Bloomberg Terminal, Technical Analysis, Turbo Tax, Refereeing, Electronic Trading..., Carving, Soccer, Time Management, Training, Commercial Driving, CRM, Account Management, Financial Services, Strategic Planning, Excel, Word, Trade Execution, Trading Platforms, Officiating, Team Building, Public Speaking, Event Planning, Budgets, Investments, Trust Desk
Education
Eastern Illinois University 1981 — 1985
B.S, Finance
Yorkville High School 1978 — 1981
Trust Company of Illinois July 2014 - Present
Self Employed Referee February 2009 - Present
Skills
Trading, Microsoft Excel, Electronic Trading, QuickBooks, Insurance, Microsoft Word, Customer Service, Sales, Management, Outlook, Securities, Leadership, Options, Marketing, PowerPoint, Quicken, Bloomberg Terminal, Technical Analysis, Turbo Tax, Refereeing, Electronic Trading..., Carving, Soccer, Time Management, Training, Commercial Driving, CRM, Account Management, Financial Services, Strategic Planning, Excel, Word, Trade Execution, Trading Platforms, Officiating, Team Building, Public Speaking, Event Planning, Budgets, Investments, Trust Desk
Education
Eastern Illinois University 1981 — 1985
B.S, Finance
Yorkville High School 1978 — 1981
Charlene K. Wilke, CTFA Charlene K. Wilke, CTFA's Trust Company of Illinois Experience November 2007 - Present
Job Trust and Estate Administrator
Industry Investment Management
Experience
Trust Company of Illinois November 2007 - Present
JP Morgan Chase June 2007 - November 2007
Bank of America April 1998 - May 2007
Skills
Trust, estate, and..., Estate Administration, Investments, Estate Planning, Personal Trust..., Wealth Management, Trusts
Education
ABA National Graduate Trust School Level 2 2003 — 2003
Trust
ABA National Graduate Trust School Level 1 2001 — 2001
Trust
Elmhurst College 1994 — 1998
Bachelor of Science, Business Administration
Cannon Trust School 1996 — 1996
Trust Investment Fundamentals
ABA National Trust School 1995 — 1995
Trust
Trust Company of Illinois November 2007 - Present
JP Morgan Chase June 2007 - November 2007
Bank of America April 1998 - May 2007
Skills
Trust, estate, and..., Estate Administration, Investments, Estate Planning, Personal Trust..., Wealth Management, Trusts
Education
ABA National Graduate Trust School Level 2 2003 — 2003
Trust
ABA National Graduate Trust School Level 1 2001 — 2001
Trust
Elmhurst College 1994 — 1998
Bachelor of Science, Business Administration
Cannon Trust School 1996 — 1996
Trust Investment Fundamentals
ABA National Trust School 1995 — 1995
Trust
Matthew Welgat, J.D., CFP® Matthew Welgat, J.D., CFP®'s Trust Company of Illinois Experience December 2000 - May 2003
Job President at Welgat Wealth Management, LLC
Industry Financial Services
Experience
Welgat Wealth Management, LLC April 2005 - Present
Merrill Lynch May 2003 - April 2005
Trust Company of Illinois December 2000 - May 2003
Skills
Financial Planning, Estate Planning, Investments, Retirement Planning, Investment Advisory, Wealth Management, Asset Allocation
Education
DePaul University College of Law 1997 — 2000
J.D.
North Central College
B.A.
Welgat Wealth Management, LLC April 2005 - Present
Merrill Lynch May 2003 - April 2005
Trust Company of Illinois December 2000 - May 2003
Skills
Financial Planning, Estate Planning, Investments, Retirement Planning, Investment Advisory, Wealth Management, Asset Allocation
Education
DePaul University College of Law 1997 — 2000
J.D.
North Central College
B.A.
Terence L. Kothe Terence L. Kothe's Trust Company of Illinois Experience Executive Vice PresidentMerchants National Bank1993 - 2000
Job Managing Director at Trust Company of Illinois
Industry Investment Management
Experience
Trust Company of Illinois Executive Vice PresidentMerchants National Bank1993 - 2000
Old Second National Bank 1973 - 1993
Stone & Webster Securities Corp. 1968 - 1973
Skills
Strategic Financial..., Asset Managment, Retirement Planning, Wealth Management, Investments
Education
Trust Managment School, Northwestern University Kellogg School of Management 1981 — 1981
Certification, Trust Management
National Trust School at Northwestern University 1977 — 1977
Certifcation, Trust
Monmouth College 1963 — 1968
BA, Economics
Kiski School 1959 — 1963
Diploma, College Prep
Trust Company of Illinois Executive Vice PresidentMerchants National Bank1993 - 2000
Old Second National Bank 1973 - 1993
Stone & Webster Securities Corp. 1968 - 1973
Skills
Strategic Financial..., Asset Managment, Retirement Planning, Wealth Management, Investments
Education
Trust Managment School, Northwestern University Kellogg School of Management 1981 — 1981
Certification, Trust Management
National Trust School at Northwestern University 1977 — 1977
Certifcation, Trust
Monmouth College 1963 — 1968
BA, Economics
Kiski School 1959 — 1963
Diploma, College Prep
Doug Eyles's Trust Company of Illinois Experience 1993 - Present
Job Managing Director at Trust Company of Illinois
Industry Investment Management
Experience
Trust Company of Illinois 1993 - Present
Gary-Wheaton Bank 1972 - 1992
Skills
Wealth Management, Asset Management, Financial Planning, Investments, Retirement, Trusts, Strategic Financial..., Asset Managment, Finance, Investment Strategies, Asset Allocation, Estate Planning, Retirement Planning, Investment Management, Mutual Funds, Securities, High Net Worth..., Pensions
Education
University of Evansville 1964 — 1968
BS, Personnel Management
Trust Company of Illinois 1993 - Present
Gary-Wheaton Bank 1972 - 1992
Skills
Wealth Management, Asset Management, Financial Planning, Investments, Retirement, Trusts, Strategic Financial..., Asset Managment, Finance, Investment Strategies, Asset Allocation, Estate Planning, Retirement Planning, Investment Management, Mutual Funds, Securities, High Net Worth..., Pensions
Education
University of Evansville 1964 — 1968
BS, Personnel Management
Jill Schluntz, CPA Jill Schluntz, CPA's Trust Company of Illinois Experience April 2000 - Present
Job Principal at Trust Company of Illinois
Industry Investment Management
Experience
Trust Company of Illinois April 2000 - Present
Merchant's National Bank July 1992 - February 2000
Old Second National Bank May 1986 - July 1992
Skills
Retirement Planning, Pensions, Investments, Wealth Management, Asset Managment, Retirement, Tax, Asset Allocation, ERISA, Strategic Financial..., Retirement Plan..., 401k, Investment Advisory, Banking, Securities, Asset Management, Trusts, Investment Management, Financial Analysis, Portfolio Management, Qualified Retirement..., Profit Sharing, ESOP, Defined Contribution
Education
Aurora University
BS, Accounting
Trust Company of Illinois April 2000 - Present
Merchant's National Bank July 1992 - February 2000
Old Second National Bank May 1986 - July 1992
Skills
Retirement Planning, Pensions, Investments, Wealth Management, Asset Managment, Retirement, Tax, Asset Allocation, ERISA, Strategic Financial..., Retirement Plan..., 401k, Investment Advisory, Banking, Securities, Asset Management, Trusts, Investment Management, Financial Analysis, Portfolio Management, Qualified Retirement..., Profit Sharing, ESOP, Defined Contribution
Education
Aurora University
BS, Accounting
Daniel P. O'Brien Daniel P. O'Brien's Trust Company of Illinois Experience November 2001 - Present
Job Relationship Manager, Financial Educator, Investment Advisory Services
Industry Investment Management
Experience
Trust Company of Illinois November 2001 - Present
Fifth Third Bancorp April 1999 - October 2001
O'Brien Budd, Inc. June 1993 - April 1999
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investments
Education
DePaul University 2007 — 2008
Certificate, Certified Financial Planning Certificate
Eastern Illinois University 1991 — 1992
Bachelor of Science
Kishwaukee Community College 1988 — 1990
Associates of Arts
Trust Company of Illinois November 2001 - Present
Fifth Third Bancorp April 1999 - October 2001
O'Brien Budd, Inc. June 1993 - April 1999
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investments
Education
DePaul University 2007 — 2008
Certificate, Certified Financial Planning Certificate
Eastern Illinois University 1991 — 1992
Bachelor of Science
Kishwaukee Community College 1988 — 1990
Associates of Arts
Kathy Krochock's Trust Company of Illinois Experience December 2002 - September 2011
Job
Industry Banking
Experience
Trust Company of Illinois December 2002 - September 2011
Harris Bank 2000 - 2001
Merrill Lynch Trust Company 1996 - 2000
First Chicago 1986 - 1996
First National Bank of Elgin 1986 - 1996
Skills
Trust Administration, Estate Planning, Wealth Management, Estate Law, Trusts, Estate Administration, Guardianship, Income Tax, Wills, Retirement Planning, Investments, Insurance, Litigation, Tax, Strategic Financial..., Real Estate, Finance, Retirement, High Net Worth..., Trust Services, Estate Tax Planning, Securities, Asset Management, LLC, Asset Allocation, Financial Planning, Personal Income Tax..., Retirement Income..., Income Protection, Banking
Education
The John Marshall Law School 1981 — 1984
JD, Law
Bradley University 1977 — 1981
BS, Accounting
Benet Academy 1973 — 1977
Diploma HS
Sacred Heart School, Lombard, IL 1966 — 1973
Diploma
Trust Company of Illinois December 2002 - September 2011
Harris Bank 2000 - 2001
Merrill Lynch Trust Company 1996 - 2000
First Chicago 1986 - 1996
First National Bank of Elgin 1986 - 1996
Skills
Trust Administration, Estate Planning, Wealth Management, Estate Law, Trusts, Estate Administration, Guardianship, Income Tax, Wills, Retirement Planning, Investments, Insurance, Litigation, Tax, Strategic Financial..., Real Estate, Finance, Retirement, High Net Worth..., Trust Services, Estate Tax Planning, Securities, Asset Management, LLC, Asset Allocation, Financial Planning, Personal Income Tax..., Retirement Income..., Income Protection, Banking
Education
The John Marshall Law School 1981 — 1984
JD, Law
Bradley University 1977 — 1981
BS, Accounting
Benet Academy 1973 — 1977
Diploma HS
Sacred Heart School, Lombard, IL 1966 — 1973
Diploma
Thomas B. Egan, CIMA®'s Trust Company of Illinois Experience July 2015 - Present
Job Portfolio Manager & Wealth Advisor at Trust Company of Illinois
Industry Investment Management
Experience
Trust Company of Illinois July 2015 - Present
U.S. Trust September 2013 - April 2015
U.S. Trust 2009 - September 2013
LaSalle Bank / U.S. Trust 2004 - 2009
Bank One 2001 - 2004
Skills
Asset Allocation, High Net Worth..., Wealth Management, Portfolio Management, Investment Management, Wealth Management..., Asset Managment, Investments, Investment Strategies, Equities, Mutual Funds, Investment Advisory, Hedge Funds, Fixed Income, Alternative Investments, Asset Management, Bonds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Finance
University of Denver
Bachelor of Science (BS), Business Management
Trust Company of Illinois July 2015 - Present
U.S. Trust September 2013 - April 2015
U.S. Trust 2009 - September 2013
LaSalle Bank / U.S. Trust 2004 - 2009
Bank One 2001 - 2004
Skills
Asset Allocation, High Net Worth..., Wealth Management, Portfolio Management, Investment Management, Wealth Management..., Asset Managment, Investments, Investment Strategies, Equities, Mutual Funds, Investment Advisory, Hedge Funds, Fixed Income, Alternative Investments, Asset Management, Bonds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Finance
University of Denver
Bachelor of Science (BS), Business Management
Tim Hattendorf's Trust Company of Illinois Experience May 2013 - Present
Job Retirement Services Operations Specialist at Trust Company of Illinois
Industry Financial Services
Experience
Trust Company of Illinois May 2013 - Present
The Benefits Consulting Group, Inc. December 2010 - April 2012
Alliance Pension Consultants LLC February 1998 - June 2010
Skills
Retirement, Pensions, Retirement Planning, Mortgage Lending, Benefits Administration, 401k, Defined Benefit, Financial Services, ERISA, Investments, Employee Benefits, Profit Sharing, Mutual Funds, Pension Administration, Customer Service, Defined Contribution, Actuarial Science, Strategic Financial..., Wealth Management, Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1997
Master of Business Administration (M.B.A.), Finance, General
Arizona State University 1985 — 1989
Bachelor of Science (B.S.), Business Administration and Management, General
Trust Company of Illinois May 2013 - Present
The Benefits Consulting Group, Inc. December 2010 - April 2012
Alliance Pension Consultants LLC February 1998 - June 2010
Skills
Retirement, Pensions, Retirement Planning, Mortgage Lending, Benefits Administration, 401k, Defined Benefit, Financial Services, ERISA, Investments, Employee Benefits, Profit Sharing, Mutual Funds, Pension Administration, Customer Service, Defined Contribution, Actuarial Science, Strategic Financial..., Wealth Management, Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1997
Master of Business Administration (M.B.A.), Finance, General
Arizona State University 1985 — 1989
Bachelor of Science (B.S.), Business Administration and Management, General
Marjorie Wentz's Trust Company of Illinois Experience May 1993 - January 2002
Job Senior Administrative Assistant
Industry Financial Services
Experience
J.P. Morgan August 2011 - October 2015
Prairie Financial Services June 2010 - August 2011
R.A. Faganel Builders, Inc. 2004 - 2008
Trust Company of Illinois May 1993 - January 2002
Gary Wheaton Bank 1990 - 1993
Skills
Administrative..., Financial Services, Mutual Funds, Management, Accounting
Education
Slippery Rock University of Pennsylvania
B.S., Education
J.P. Morgan August 2011 - October 2015
Prairie Financial Services June 2010 - August 2011
R.A. Faganel Builders, Inc. 2004 - 2008
Trust Company of Illinois May 1993 - January 2002
Gary Wheaton Bank 1990 - 1993
Skills
Administrative..., Financial Services, Mutual Funds, Management, Accounting
Education
Slippery Rock University of Pennsylvania
B.S., Education