Whitnell & Co.
Industry: Company
DescriptionParent organization: Associated Trust Company, National Association Subsidiary: Whitnell & Co, Asset Management ArmFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportWhitnell & CoWebsiteDirections Saved (0) Saved Save 1 Google review Association or organization Address: 701 Harger Rd # 190, Oak Brook, IL 60523 Phone: (630) 575-2300Category: : : : : Website: : Place name: : Hours: Website: https://www.whitnell.com/ Category: Association or organization 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. · Own this business?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 Whitnell & Co Posting publicly on the Web Write a review Reviews 1 Google review
Whitnell & Co. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Whitnell & Co.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Whitnell & Co. Employees
Whitnell & Co. November 2008 - Present
Midtown Athletic Clubs October 2000 - Present
Northern Trust 1985 - 1998
Skills
Wealth Management, Investments, Finance, Mutual Funds, Asset Management, Asset Allocation, Portfolio Management, Financial Analysis
Education
North Central College
Bachelor's degree, Finance, General
DePaul University
Finance, General
College for Financial Planning 2014 — 2015
CFP Certification Professional Education Program
Whitnell & Co. 2007 - Present
Education
Northern Illinois University
Master's Degree, Taxation
University of Colorado
Bachelor's Degree, Accounting
Whitnell & Co. May 2011 - Present
Katten Muchin Rosenman LLP 1998 - 2011
Gresham Partners LLP 1996 - 1998
Private Multi Family Office 1988 - 1996
Education
DePaul University
Master of Science (MS), Taxation
Loyola University of Chicago
Bachelor of Business Administration (BBA), Accounting and Finance
Whitnell & Co. September 2014 - Present
TIAA-CREF July 2013 - August 2014
UBS Global Asset Management August 2001 - December 2012
Stax Inc. 2000 - 2001
Brinson Parters 1998 - 2000
Andersen Consulting Strategic Services 1996 - 1998
Harris Associates 1991 - 1996
Skills
Equities, Valuation, Financial Modeling, Mutual Funds, Strategy, Investments, Asset Management, Equity Research, Asset Managment, Financial Services, Private Equity, Hedge Funds, Alternative Investments, Portfolio Management, Investment Management, Research, Positive Team Player, Investment Strategies, Mentoring, Trading, Equity Valuation, Securities, Capital Markets, Derivatives, Analysis, Due Diligence
Education
Northwestern University - Kellogg School of Management 1993 — 1996
M.M., Finance
Northwestern University 1987 — 1991
BA, Economics
Webster Groves High School 1983 — 1987
Whitnell July 2014 - Present
Whitnell & Co. April 2007 - July 2014
LaSalle Bank September 2005 - April 2007
BMO Harris Bank May 2001 - September 2005
BMO Harris Bank September 1995 - May 2001
Metropolitan Planning Council August 1994 - September 1995
ASCAP August 1991 - March 1994
National Bank of Canada April 1988 - May 1991
Credit Lyonnais June 1983 - January 1986
Skills
Office Administration, Client Relation Skills, Client Services, Executive Administrative, Employee Training, Mentoring, Communication Skills, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Board Relations, Travel Planning, Event Planning, Project Management, Clerical Skills, Creative Solutions, Copy Editing, Junxure CRM
Education
Hope College
Whitnell & Co. October 2006 - Present
Peckenpaugh Asset Management, Inc. September 1991 - September 2006
Morgan Stanley & Co. April 1987 - September 1991
Morgan Stanley Asset Management April 1984 - April 1987
Hotchkiss & Peckenpaugh Inc. February 1977 - April 1984
Education
Northwestern University - Kellogg School of Management 1951 — 1952
M.B.A., Finance
Northwestern University 1947 — 1949
B.S., Finance
Whitnell & Co. April 2012 - Present
Breakwater Trading September 2009 - November 2011
Huron Consulting Group August 2006 - June 2009
Education
University of Notre Dame - Mendoza College of Business 2002 — 2006
BBA, Finance
Whitnell & Co. October 2013 - Present
Skills
Management, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Project Management, Research, Budgets, Strategic Planning, Outlook
Education
DePaul University
BA, Business Administration
DePaul University
Bachelor's degree, Business Administration
Whitnell & Co. September 2007 - Present
Education
Purdue University 1985 — 1989
B.S., Financial Planning
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.)
Whitnell & Co. January 2012 - Present
Whitnell & Co. April 2010 - December 2011
Provident Funding Associates L.P. June 2009 - April 2010
Education
DePaul University 2010 — 2011
Financial Planning Certification Program
University of Illinois at Urbana-Champaign 2005 — 2009
BS, Consumer Economics and Finance
La Scuola Leonardo da Vinci 2008 — 2008
PwC June 2015 - July 2015
Whitnell & Co. June 2013 - April 2015
Credit Suisse January 2008 - May 2013
Mueller & Co., LLP November 2006 - December 2007
Northern Trust October 2000 - August 2005
Skills
Financial Planning, Financial Analysis, Investments, Wealth Management, Financial Reporting, Tax, Finance, High Net Worth..., Financial Services, Mutual Funds, Auditing, Corporate Tax, Tax Returns, Financial Accounting, Private Equity, Financial Planners, Strategic Financial..., Estate Planning, Retirement Planning, Insurance, General Ledger, Accounting
Education
University of Illinois at Chicago 1982 — 1985
BS Accounting, Accounting
Whitnell & Co. 2010 - Present
LaSalle Bank 1970 - 2008
LaSalle/ABN AMRO 1970 - 2008
La Salle Bank N.A. 1970 - 2008
Education
DePaul University 1978 — 1983
Bachelor's Degree, Finance, General