Wheaton Bank & Trust Company
Description
Founded: 1993 Parent organization: Wintrust Financial Corporation Subsidiary: Naperville Bank & Trust
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Wheaton Bank & Trust Company Employees
Employee
Years
Job
Industry
Caitlin Dolan Caitlin Dolan's Wheaton Bank & Trust Company Experience June 2006 - September 2007
Job Office Manager/Responsable Administrativo at Delegación del Gobierno Vasco en Estados Unidos
Industry Government Administration
Experience
Delegación del Gobierno Vasco en Estados Unidos August 2014 - Present
Women's Healthcare of Princeton April 2014 - August 2014
GHO Ventures, LLC July 2013 - March 2014
Junta de Andalucía October 2009 - May 2011
Envision EMI June 2009 - August 2010
Glen Ellyn School District 41 August 2008 - June 2009
Wheaton Bank & Trust Company June 2006 - September 2007
Skills
Spanish, Tutoring, Teaching, Curriculum Design, Curriculum Development, Teaching English as a..., International Education, Lesson Planning, Public Speaking, Intercultural..., Community Outreach, Language Teaching, Classroom, Editing, Educational Technology, Higher Education, ESL, Leadership
Education
Universidad de Sevilla 2011 — 2012
Postgraduate studies, Spanish Language and Literature
University of St. Andrews 2004 — 2008
Master of Arts (MA), History, Spanish
Delegación del Gobierno Vasco en Estados Unidos August 2014 - Present
Women's Healthcare of Princeton April 2014 - August 2014
GHO Ventures, LLC July 2013 - March 2014
Junta de Andalucía October 2009 - May 2011
Envision EMI June 2009 - August 2010
Glen Ellyn School District 41 August 2008 - June 2009
Wheaton Bank & Trust Company June 2006 - September 2007
Skills
Spanish, Tutoring, Teaching, Curriculum Design, Curriculum Development, Teaching English as a..., International Education, Lesson Planning, Public Speaking, Intercultural..., Community Outreach, Language Teaching, Classroom, Editing, Educational Technology, Higher Education, ESL, Leadership
Education
Universidad de Sevilla 2011 — 2012
Postgraduate studies, Spanish Language and Literature
University of St. Andrews 2004 — 2008
Master of Arts (MA), History, Spanish
Cheryl Armstrong Cheryl Armstrong's Wheaton Bank & Trust Company Experience August 2012 - Present
Job Business Banking | SBA Lending | Assistant Vice President at Wheaton Bank & Trust Company
Industry Banking
Experience
Wheaton Bank & Trust Company August 2012 - Present
Heartland Bank and Trust Company March 2007 - July 2012
First Eagle National Bank January 2001 - March 2007
Skills
Loans, Small Business Lending, Banking, Commercial Banking, Credit, Commercial Lending, Executive Management, Commercial Real Estate, Credit Analysis, Retail Banking, Portfolio Management, Consumer Lending, Investments
Education
Northwestern University - Kellogg School of Management 1979 — 1982
MBA, Finance, Marketing
University of Wisconsin-Madison - School of Business 1972 — 1976
BBA, Finance
Wheaton Bank & Trust Company August 2012 - Present
Heartland Bank and Trust Company March 2007 - July 2012
First Eagle National Bank January 2001 - March 2007
Skills
Loans, Small Business Lending, Banking, Commercial Banking, Credit, Commercial Lending, Executive Management, Commercial Real Estate, Credit Analysis, Retail Banking, Portfolio Management, Consumer Lending, Investments
Education
Northwestern University - Kellogg School of Management 1979 — 1982
MBA, Finance, Marketing
University of Wisconsin-Madison - School of Business 1972 — 1976
BBA, Finance
Jim Mathieson Jim Mathieson's Wheaton Bank & Trust Company Experience January 2001 - Present
Job Managing partner Mathieson, Moyski, Austin & Co., LLP
Industry Accounting
Experience
Mathieson, Moyski, Austin & Co., LLP January 1984 - Present
Wheaton-Warrenville Community Unit School District 200 May 2013 - Present
Downtown Wheaton Association March 2013 - Present
Wheaton Bank & Trust Company January 2001 - Present
Skills
Strategic Financial..., Tax Preparation, Retirement Planning, Accounting, Estate Planning, Financial Accounting, Tax, Small Business, Investments, Income Tax, Wealth Management, Asset Management, Financial Advisory, Business Planning, Financial Analysis, Estate Tax Planning, Retirement, 401k, Partnership Taxation, Trusts, Financial Planners, Mergers & Acquisitions, Finance, Investment Management, Banking
Education
Northern Illinois University 1966 — 1970
Bachelor of Science (BS), Accounting
Mathieson, Moyski, Austin & Co., LLP January 1984 - Present
Wheaton-Warrenville Community Unit School District 200 May 2013 - Present
Downtown Wheaton Association March 2013 - Present
Wheaton Bank & Trust Company January 2001 - Present
Skills
Strategic Financial..., Tax Preparation, Retirement Planning, Accounting, Estate Planning, Financial Accounting, Tax, Small Business, Investments, Income Tax, Wealth Management, Asset Management, Financial Advisory, Business Planning, Financial Analysis, Estate Tax Planning, Retirement, 401k, Partnership Taxation, Trusts, Financial Planners, Mergers & Acquisitions, Finance, Investment Management, Banking
Education
Northern Illinois University 1966 — 1970
Bachelor of Science (BS), Accounting
Charles Kocher Charles Kocher's Wheaton Bank & Trust Company Experience July 2009 - July 2011
Job Sales Representative / Account Manager at Global Chemical Resources
Industry Chemicals
Experience
Global Chemical Resources November 2012 - Present
Vehicle Valuation Services, Inc. (VVSi) November 2011 - August 2012
Wheaton Bank & Trust Company July 2009 - July 2011
Skills
Account Management, Banking, Cash Flow, Commercial Banking, Community Banking, Credit, Credit Analysis, Credit Risk, Customer Service, Financial Modeling, Financial Statement..., Insurance, Inventory Management, Management, Microsoft Word, Outlook, Portfolio Management, PowerPoint, Retail Banking, Risk Management, Sales, Time Management, Underwriting
Education
Miami University 2005 — 2009
Bachelor of Science, Accounting
Global Chemical Resources November 2012 - Present
Vehicle Valuation Services, Inc. (VVSi) November 2011 - August 2012
Wheaton Bank & Trust Company July 2009 - July 2011
Skills
Account Management, Banking, Cash Flow, Commercial Banking, Community Banking, Credit, Credit Analysis, Credit Risk, Customer Service, Financial Modeling, Financial Statement..., Insurance, Inventory Management, Management, Microsoft Word, Outlook, Portfolio Management, PowerPoint, Retail Banking, Risk Management, Sales, Time Management, Underwriting
Education
Miami University 2005 — 2009
Bachelor of Science, Accounting
Emily Norgaard Emily Norgaard's Wheaton Bank & Trust Company Experience October 2014 - Present
Job Bank teller
Industry Banking
Experience
Wheaton Bank & Trust Company October 2014 - Present
Rels May 2012 - January 2013
CVS Caremark Corporation August 2010 - August 2011
Starbucks July 2009 - July 2010
Personal Care Assistant September 2006 - June 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Client Rapport, Time Management, Multi Tasking, Communication Skills, Teamwork, Team Building, Meet Deadlines, Goal Oriented, Networking, Public Speaking, Teaching, Coaching, Cpr Certified, Food Service Sanitation, first aid certified, Leadership, Self-motivated..., Creativity, Problem Solving, Social Skills, Data Entry, Critical Thinking, Telephone Skills, Social Networking, Customer Satisfaction, Outlook, Social Media, Event Planning, Training, Nonprofits, Community Outreach, Team Leadership
Education
College of DuPage 2009 — 2010
General Studies
Purdue University 2008 — 2009
Speech-Language Pathology/Pathologist
Neuqua Valley 2004 — 2008
Wheaton Bank & Trust Company October 2014 - Present
Rels May 2012 - January 2013
CVS Caremark Corporation August 2010 - August 2011
Starbucks July 2009 - July 2010
Personal Care Assistant September 2006 - June 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Client Rapport, Time Management, Multi Tasking, Communication Skills, Teamwork, Team Building, Meet Deadlines, Goal Oriented, Networking, Public Speaking, Teaching, Coaching, Cpr Certified, Food Service Sanitation, first aid certified, Leadership, Self-motivated..., Creativity, Problem Solving, Social Skills, Data Entry, Critical Thinking, Telephone Skills, Social Networking, Customer Satisfaction, Outlook, Social Media, Event Planning, Training, Nonprofits, Community Outreach, Team Leadership
Education
College of DuPage 2009 — 2010
General Studies
Purdue University 2008 — 2009
Speech-Language Pathology/Pathologist
Neuqua Valley 2004 — 2008
Paulette Dyon Paulette Dyon's Wheaton Bank & Trust Company Experience May 2005 - October 2007
Job Founder of Rocky Mountain Antique Fair
Industry Events Services
Experience
Rocky Mountain Antique Fair December 2010 - Present
Rotary Club of Golden CO 2010 - Present
Fortner, Bayens, Levkulich & Garrison, P.C. August 2010 - October 2010
Jefferson County Symphony October 2009 - August 2010
Various Not for Profit Organizations September 2009 - August 2010
Suburban Bank and Trust Co January 2008 - March 2009
Rotary Club of Wheaton 2007 - 2009
Wheaton Bank & Trust Company May 2005 - October 2007
Bankers Life and Casualty November 2004 - March 2005
Bank One Corporation January 1983 - July 2004
Skills
Banking, Retail Banking, Microsoft Office, Customer Service, Commercial Lending, Loans, Microsoft Excel, Investments, Financial Analysis, Fundraising, Treasury Management, Small Business, Non-profits, Cash Management, Risk Management, Financial Services, Credit
Education
American Bankers Association
DePaul University 1986 — 1989
BS/Commerce, Operations Management
Rocky Mountain Antique Fair December 2010 - Present
Rotary Club of Golden CO 2010 - Present
Fortner, Bayens, Levkulich & Garrison, P.C. August 2010 - October 2010
Jefferson County Symphony October 2009 - August 2010
Various Not for Profit Organizations September 2009 - August 2010
Suburban Bank and Trust Co January 2008 - March 2009
Rotary Club of Wheaton 2007 - 2009
Wheaton Bank & Trust Company May 2005 - October 2007
Bankers Life and Casualty November 2004 - March 2005
Bank One Corporation January 1983 - July 2004
Skills
Banking, Retail Banking, Microsoft Office, Customer Service, Commercial Lending, Loans, Microsoft Excel, Investments, Financial Analysis, Fundraising, Treasury Management, Small Business, Non-profits, Cash Management, Risk Management, Financial Services, Credit
Education
American Bankers Association
DePaul University 1986 — 1989
BS/Commerce, Operations Management
Frank Slocumb Frank Slocumb's Wheaton Bank & Trust Company Experience March 2011 - Present
Job Board Member at Wheaton Bank & Trust Company
Industry Financial Services
Experience
Naperville Parks Foundation March 2011 - Present
Naperville Bank and Trust March 2011 - Present
Wheaton Bank & Trust Company March 2011 - Present
Edward Foundation October 2009 - Present
Rotary Club of Naperville 1993 - Present
St. Patrick's Residence 2003 - December 2013
Edward Foundation 2010 - 2011
Naperville Development Partnership 2000 - 2011
Harris Bank 1972 - 2008
Education
Northwestern University 1970 — 1972
MBA, Accounting and Finance
Loyola University Chicago 1963 — 1968
BS, Political Science
Naperville Parks Foundation March 2011 - Present
Naperville Bank and Trust March 2011 - Present
Wheaton Bank & Trust Company March 2011 - Present
Edward Foundation October 2009 - Present
Rotary Club of Naperville 1993 - Present
St. Patrick's Residence 2003 - December 2013
Edward Foundation 2010 - 2011
Naperville Development Partnership 2000 - 2011
Harris Bank 1972 - 2008
Education
Northwestern University 1970 — 1972
MBA, Accounting and Finance
Loyola University Chicago 1963 — 1968
BS, Political Science
Carolyn Bassi Carolyn Bassi's Wheaton Bank & Trust Company Experience May 2012 - August 2012
Job Financial Reporting Accountant at Property Casualty Insurers Association of America
Industry Financial Services
Experience
Property Casualty Insurers Association of America May 2015 - Present
Arthur J. Gallagher & Co. June 2014 - May 2015
Gallagher Benefit Services June 2013 - January 2014
Mineral Masters May 2012 - May 2013
Wheaton Bank & Trust Company May 2012 - August 2012
Skills
Microsoft Office, Research, English, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Spanish, Social Media, International Relations, Customer Service, Public Speaking, Photoshop, Event Planning, Social Networking, Time Management, Leadership, Public Relations, Marketing
Education
Iowa State University 2010 — 2014
Bachelor of Science (BS), Finance and Spanish
Iowa State University - College of Business 2010 — 2014
Bachelor of Science (B.S.), Finance and Spanish
Property Casualty Insurers Association of America May 2015 - Present
Arthur J. Gallagher & Co. June 2014 - May 2015
Gallagher Benefit Services June 2013 - January 2014
Mineral Masters May 2012 - May 2013
Wheaton Bank & Trust Company May 2012 - August 2012
Skills
Microsoft Office, Research, English, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Spanish, Social Media, International Relations, Customer Service, Public Speaking, Photoshop, Event Planning, Social Networking, Time Management, Leadership, Public Relations, Marketing
Education
Iowa State University 2010 — 2014
Bachelor of Science (BS), Finance and Spanish
Iowa State University - College of Business 2010 — 2014
Bachelor of Science (B.S.), Finance and Spanish
Pamela Sharar-Stoppel Pamela Sharar-Stoppel's Wheaton Bank & Trust Company Experience October 2007 - Present
Job President & CEO at Wheaton Bank & Trust Company, a Wintrust Community Bank
Industry Banking
Experience
Wheaton Bank & Trust Company, a Wintrust Community Bank May 2013 - Present
Wheaton Bank & Trust Company October 2007 - Present
JPMorgan Chase February 1990 - October 2007
Australia & New Zealand Bank January 1983 - February 1990
Skills
Portfolio Management, Treasury Management, Banking, Financial Analysis, Commercial Banking, Credit, Commercial Lending, Loans, Credit Analysis, Strategy
Education
Northwestern University - Kellogg School of Management 1980 — 1982
Masters, Finance & International Business
Western Illinois University 1974 — 1978
BB, General Business
Wheaton Bank & Trust Company, a Wintrust Community Bank May 2013 - Present
Wheaton Bank & Trust Company October 2007 - Present
JPMorgan Chase February 1990 - October 2007
Australia & New Zealand Bank January 1983 - February 1990
Skills
Portfolio Management, Treasury Management, Banking, Financial Analysis, Commercial Banking, Credit, Commercial Lending, Loans, Credit Analysis, Strategy
Education
Northwestern University - Kellogg School of Management 1980 — 1982
Masters, Finance & International Business
Western Illinois University 1974 — 1978
BB, General Business
Lorna Osoteo's Wheaton Bank & Trust Company Experience February 2011 - 2011
Job Office Manager
Industry Accounting
Experience
Goldseal July 2015 - Present
Xerox Corporation November 2014 - 2015
BMO Harris Bank December 2012 - August 2013
Wheaton Bank & Trust Company February 2011 - 2011
Bank of America October 2007 - November 2008
LASALLE BANK CORPORATION June 1996 - September 2007
HOUSEHOLD RETAIL SERVICES, INC. August 1993 - November 1995
Polk Bros., Inc. 1989 - 1992
Valle Verde Country Club, Inc. - Manila, Philippines March 1979 - March 1985
Skills
General Ledger, Accounting, Account Reconciliation, Sarbanes-Oxley Act, Financial Analysis, Tax Accounting, Financial Reporting, Tax, Financial Accounting, Auditing, Tax Preparation, Income Tax, Tax Research, Banking, PeopleSoft, Internal Controls, GAAP, Cash Management, Accounts Payable, Microsoft Excel, Franchise Tax
Education
University of Nueva Caceres 1974 — 1978
BSC, Accounting
Philippine School of Business Administration
BSC, CPA Review
Goldseal July 2015 - Present
Xerox Corporation November 2014 - 2015
BMO Harris Bank December 2012 - August 2013
Wheaton Bank & Trust Company February 2011 - 2011
Bank of America October 2007 - November 2008
LASALLE BANK CORPORATION June 1996 - September 2007
HOUSEHOLD RETAIL SERVICES, INC. August 1993 - November 1995
Polk Bros., Inc. 1989 - 1992
Valle Verde Country Club, Inc. - Manila, Philippines March 1979 - March 1985
Skills
General Ledger, Accounting, Account Reconciliation, Sarbanes-Oxley Act, Financial Analysis, Tax Accounting, Financial Reporting, Tax, Financial Accounting, Auditing, Tax Preparation, Income Tax, Tax Research, Banking, PeopleSoft, Internal Controls, GAAP, Cash Management, Accounts Payable, Microsoft Excel, Franchise Tax
Education
University of Nueva Caceres 1974 — 1978
BSC, Accounting
Philippine School of Business Administration
BSC, CPA Review
Helen Ascher's Wheaton Bank & Trust Company Experience August 2009 - January 2013
Job Commercial Banking Service Representative at Bridgeview Bank Group
Industry Banking
Experience
Bridgeview Bank Group July 2014 - Present
BMO Harris Bank March 2013 - July 2014
Wheaton Bank & Trust Company August 2009 - January 2013
AMCORE Bank August 2002 - July 2007
Old Kent Bank (k/n/a Fifth Third) May 1989 - August 2001
Skills
Banking, Paralegal/Legal..., Executive Level..., Commercial Banking, Treasury Management, Retail Banking, Consumer Lending, Risk Management, Finance, Financial Analysis, Cash Management, Small Business Lending
Education
Saint Mary's College 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance and Economics
College of DuPage 2009 — 2011
Paralegal Studies Certificate, Paralegal Studies, 4.0
Bridgeview Bank Group July 2014 - Present
BMO Harris Bank March 2013 - July 2014
Wheaton Bank & Trust Company August 2009 - January 2013
AMCORE Bank August 2002 - July 2007
Old Kent Bank (k/n/a Fifth Third) May 1989 - August 2001
Skills
Banking, Paralegal/Legal..., Executive Level..., Commercial Banking, Treasury Management, Retail Banking, Consumer Lending, Risk Management, Finance, Financial Analysis, Cash Management, Small Business Lending
Education
Saint Mary's College 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance and Economics
College of DuPage 2009 — 2011
Paralegal Studies Certificate, Paralegal Studies, 4.0
Greg Kunkel's Wheaton Bank & Trust Company Experience March 2011 - Present
Job Senior Vice President, Chief Credit Officer at Wheaton Bank & Trust Company
Industry Banking
Experience
Wheaton Bank & Trust Company March 2011 - Present
US Bank November 2009 - March 2011
Park National Bank July 2001 - October 2009
Oak Brook Bank April 1998 - July 2001
First Chicago NBD Bank October 1991 - April 1998
Education
Syracuse University - Martin J. Whitman School of Management
MBA
College of Wooster
BA
Wheaton Bank & Trust Company March 2011 - Present
US Bank November 2009 - March 2011
Park National Bank July 2001 - October 2009
Oak Brook Bank April 1998 - July 2001
First Chicago NBD Bank October 1991 - April 1998
Education
Syracuse University - Martin J. Whitman School of Management
MBA
College of Wooster
BA
Sajjad Minhas's Wheaton Bank & Trust Company Experience August 2013 - Present
Job Assistant Controller at Wheaton Bank & Trust Company (A Wintrust Community Bank)
Industry Banking
Experience
Wheaton Bank & Trust Company August 2013 - Present
Wheaton Bank & Trust Company ( A Wintrust Community Bank) March 2011 - July 2013
Midwest Bank & Trust October 2006 - October 2010
Skills
Banking, Accounting, Commercial Banking, Loans, Account Reconciliation, Commercial Lending, Fixed Assets, Auditing, Cash Management, General Ledger, Finance, Analysis, Budgets, Variance Analysis
Education
College of DuPage 2006 — 2010
Accounting Certificate, Accounting
Allama Iqbal Open University 1988 — 1990
Bachelors, Accounting
Govt Science college Quetta 1983 — 1986
HSC, Pre Med
Wheaton Bank & Trust Company August 2013 - Present
Wheaton Bank & Trust Company ( A Wintrust Community Bank) March 2011 - July 2013
Midwest Bank & Trust October 2006 - October 2010
Skills
Banking, Accounting, Commercial Banking, Loans, Account Reconciliation, Commercial Lending, Fixed Assets, Auditing, Cash Management, General Ledger, Finance, Analysis, Budgets, Variance Analysis
Education
College of DuPage 2006 — 2010
Accounting Certificate, Accounting
Allama Iqbal Open University 1988 — 1990
Bachelors, Accounting
Govt Science college Quetta 1983 — 1986
HSC, Pre Med
Carol Domico's Wheaton Bank & Trust Company Experience February 2012 - May 2013
Job Firehouse Subs Franchisee
Industry Food & Beverages
Experience
Firehouse Subs July 2013 - Present
Wheaton Bank & Trust Company February 2012 - May 2013
Wheaton Bank & Trust Company April 2011 - February 2012
Palos Bank and Trust October 2008 - December 2010
Lockport Township Park District August 1989 - October 2008
Education
Creighton University 1979 — 1983
BSBA, Marketing
Firehouse Subs July 2013 - Present
Wheaton Bank & Trust Company February 2012 - May 2013
Wheaton Bank & Trust Company April 2011 - February 2012
Palos Bank and Trust October 2008 - December 2010
Lockport Township Park District August 1989 - October 2008
Education
Creighton University 1979 — 1983
BSBA, Marketing
Robert Paszczak's Wheaton Bank & Trust Company Experience May 2010 - Present
Job Chairman at Wheaton Bank & Trust Company
Industry Banking
Experience
Wheaton Bank & Trust Company May 2010 - Present
Education
Northern Illinois University 1968 — 1972
Bachelor's degree, Finance, General, A/B
Wheaton Bank & Trust Company May 2010 - Present
Education
Northern Illinois University 1968 — 1972
Bachelor's degree, Finance, General, A/B