Wintrust Financial Corporation
Industry: Company
DescriptionWintrust is a financial holding company in the United States that operates 15 chartered community banks in northern Illinois and southern Wisconsin. It trades on the Nasdaq Global Select Market with stock symbol WTFC. Wintrust is the second largest banking company in Chicago. CEO: Edward J. Wehmer (May 1998–) Headquarters: Rosemont, Illinois, United States Traded as: NASDAQ: WTFC; S&P 400 component Revenue: 1.265 billion USD (2017) Total assets: 27.92 billion USD (2017) Founded: 1991
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Wintrust Financial Corporation Employees
Employee
Years
Job
Industry
Robert Grunwald Robert Grunwald's Wintrust Financial Corporation Experience October 2014 - Present
Job VP, Director of Community Business Banking at Wintrust Financial Corporation
Industry Financial Services
Experience
Wintrust Financial Corporation October 2014 - Present
Wintrust Financial Corporation June 2011 - September 2014
Wintrust Financial Corporation August 2009 - May 2011
Wintrust Financial Corporation March 2007 - August 2009
BMO Harris Bank October 2000 - March 2007
Skills
Loans, Credit, Credit Analysis, Small Business Lending, Consumer Lending, Portfolio Management, Cross Selling, Credit Risk, Lines Of Credit, Finance, Treasury Management, Commercial Mortgages
Education
University of Phoenix
Bachelor of Business Administration (B.B.A.)
Wintrust Financial Corporation October 2014 - Present
Wintrust Financial Corporation June 2011 - September 2014
Wintrust Financial Corporation August 2009 - May 2011
Wintrust Financial Corporation March 2007 - August 2009
BMO Harris Bank October 2000 - March 2007
Skills
Loans, Credit, Credit Analysis, Small Business Lending, Consumer Lending, Portfolio Management, Cross Selling, Credit Risk, Lines Of Credit, Finance, Treasury Management, Commercial Mortgages
Education
University of Phoenix
Bachelor of Business Administration (B.B.A.)
Daniela Cubelic Daniela Cubelic's Wintrust Financial Corporation Experience September 2012 - Present
Job Human Resources at Wintrust Financial Corporation
Industry Human Resources
Experience
Wintrust Financial Corporation September 2012 - Present
University of Iowa Women's Swimming August 2008 - May 2012
Skills
Onboarding, Organizational..., Team Building, Training, Coaching, HRIS, Time Management, Team Leadership, Public Relations
Education
University of Iowa 2008 — 2012
Bachelor of Arts (BA), Communication Studies
Wintrust Financial Corporation September 2012 - Present
University of Iowa Women's Swimming August 2008 - May 2012
Skills
Onboarding, Organizational..., Team Building, Training, Coaching, HRIS, Time Management, Team Leadership, Public Relations
Education
University of Iowa 2008 — 2012
Bachelor of Arts (BA), Communication Studies
Danielle Beilfuss Danielle Beilfuss's Wintrust Financial Corporation Experience June 2012 - July 2014
Job Commercial Portfolio Manager
Industry Banking
Experience
BMO Harris Bank August 2014 - Present
Wintrust Financial Corporation June 2012 - July 2014
USAA February 2011 - May 2012
Oasis Alliance Corporation 2010 - 2011
Kass, Shuler, Solomon, Spector, Foyle & Singer, P.A. 2009 - 2010
Office of the Clerk & Comptroller 2007 - 2009
Skills
Outlook, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, LexisNexis, Mortgage Builder, Mediation, Public Speaking, Leadership, Training, Insurance
Education
University of South Florida
Bachelor of Science, Business Management & Finance
BMO Harris Bank August 2014 - Present
Wintrust Financial Corporation June 2012 - July 2014
USAA February 2011 - May 2012
Oasis Alliance Corporation 2010 - 2011
Kass, Shuler, Solomon, Spector, Foyle & Singer, P.A. 2009 - 2010
Office of the Clerk & Comptroller 2007 - 2009
Skills
Outlook, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, LexisNexis, Mortgage Builder, Mediation, Public Speaking, Leadership, Training, Insurance
Education
University of South Florida
Bachelor of Science, Business Management & Finance
Mary Kathleen Julien's Wintrust Financial Corporation Experience October 2009 - April 2010
Job Sales Associate at Chicago Public Media 91.5 WBEZ
Industry Marketing and Advertising
Experience
Chicago Public Media April 2014 - Present
Neal, Gerber & Eisenberg LLP April 2010 - April 2014
Wintrust Financial Corporation October 2009 - April 2010
College of Science, University of Notre Dame June 2009 - September 2009
Big Idea Company, LLC June 2008 - August 2008
Spark Design Studio June 2007 - August 2007
Skills
Social Media, Marketing Strategy, Advertising, Marketing
Education
University of Notre Dame 2005 — 2009
BA, Marketing, Graphic Design
Chicago Public Media April 2014 - Present
Neal, Gerber & Eisenberg LLP April 2010 - April 2014
Wintrust Financial Corporation October 2009 - April 2010
College of Science, University of Notre Dame June 2009 - September 2009
Big Idea Company, LLC June 2008 - August 2008
Spark Design Studio June 2007 - August 2007
Skills
Social Media, Marketing Strategy, Advertising, Marketing
Education
University of Notre Dame 2005 — 2009
BA, Marketing, Graphic Design
Courtney Owens's Wintrust Financial Corporation Experience May 2011 - August 2011
Job Manager Research Analyst
Industry Financial Services
Experience
Grosvenor Capital Management, L.P September 2013 - Present
Goldman Sachs May 2012 - August 2012
Wintrust Financial Corporation May 2011 - August 2011
Skills
Financial Modeling, Bloomberg, Financial Analysis, Corporate Finance, Finance, Investments, Portfolio Management, Microsoft Excel, Data Analysis, Equities, PowerPoint
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelors, Finance
Grosvenor Capital Management, L.P September 2013 - Present
Goldman Sachs May 2012 - August 2012
Wintrust Financial Corporation May 2011 - August 2011
Skills
Financial Modeling, Bloomberg, Financial Analysis, Corporate Finance, Finance, Investments, Portfolio Management, Microsoft Excel, Data Analysis, Equities, PowerPoint
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelors, Finance
Jeff M. Galus Jeff M. Galus's Wintrust Financial Corporation Experience September 2010 - June 2014
Job Senior Vice President, Wintrust Financial Corporation
Industry Banking
Experience
Wintrust Financial June 2014 - Present
Wintrust Financial Corporation September 2010 - June 2014
North Shore Community Bank & Trust March 2006 - September 2010
Citibank March 2004 - March 2006
Skills
Problem Loan Management..., Commercial Real Estate..., OREO Sales & Management, Commercial Mortgages, Credit, Credit Analysis, Commercial Lending, Commercial Banking, Small Business Lending, Banking, Loans, Loan Origination, Commercial Real Estate, Underwriting
Education
University of Colorado Boulder 1995 — 1999
B.A., English
Loyola Academy 1991 — 1995
Wintrust Financial June 2014 - Present
Wintrust Financial Corporation September 2010 - June 2014
North Shore Community Bank & Trust March 2006 - September 2010
Citibank March 2004 - March 2006
Skills
Problem Loan Management..., Commercial Real Estate..., OREO Sales & Management, Commercial Mortgages, Credit, Credit Analysis, Commercial Lending, Commercial Banking, Small Business Lending, Banking, Loans, Loan Origination, Commercial Real Estate, Underwriting
Education
University of Colorado Boulder 1995 — 1999
B.A., English
Loyola Academy 1991 — 1995
Henry Kolbe Henry Kolbe's Wintrust Financial Corporation Experience July 2012 - April 2015
Job Vice President of Investments at EquiCap Commercial
Industry Commercial Real Estate
Experience
EquiCap Commercial May 2015 - Present
Wintrust Financial Corporation July 2012 - April 2015
Henry Kolbe August 2008 - July 2012
Beacon Realty Capital, Inc. April 2006 - July 2008
First Community Bank 2000 - 2004
Skills
Underwriting, Credit Analysis, Small Business Lending, Construction Loans, Loans, Credit, Real Estate, Mortgage, Commercial Lending, Loan Structuring, Workout, Commercial Mortgages, Investment Properties, Loan Origination, Portfolio Management, Finance, Due Diligence, Mortgage Lending, Financial Analysis, Banking, Commercial Real Estate, Commercial Banking, Valuation
Education
University of Illinois at Chicago 1993 — 1996
Bachelor, Finance
EquiCap Commercial May 2015 - Present
Wintrust Financial Corporation July 2012 - April 2015
Henry Kolbe August 2008 - July 2012
Beacon Realty Capital, Inc. April 2006 - July 2008
First Community Bank 2000 - 2004
Skills
Underwriting, Credit Analysis, Small Business Lending, Construction Loans, Loans, Credit, Real Estate, Mortgage, Commercial Lending, Loan Structuring, Workout, Commercial Mortgages, Investment Properties, Loan Origination, Portfolio Management, Finance, Due Diligence, Mortgage Lending, Financial Analysis, Banking, Commercial Real Estate, Commercial Banking, Valuation
Education
University of Illinois at Chicago 1993 — 1996
Bachelor, Finance
Anne Tomsky's Wintrust Financial Corporation Experience June 2011 - December 2011
Job Investment Banking Analyst at KBW
Industry Financial Services
Experience
KBW July 2013 - Present
Bloomberg LP June 2012 - August 2012
MECAPEL October 2011 - December 2011
Wintrust Financial Corporation June 2011 - December 2011
Skills
SPSS, SAS, Bloomberg Terminal, Microsoft Excel, PowerPoint, Access, Microsoft Word, French, Public Speaking, Time Management, Organization, Financial Modeling, Data Analysis, Bloomberg, Financial Analysis, Investment Banking, Research, Microsoft Office
Education
University of Richmond 2009 — 2013
Bachelor of Business Administration (B.B.A.), Economics, French, Finance
West African Research Center - Dakar, Senegal 2011 — 2011
International Development
Libertyville High School 2005 — 2009
KBW July 2013 - Present
Bloomberg LP June 2012 - August 2012
MECAPEL October 2011 - December 2011
Wintrust Financial Corporation June 2011 - December 2011
Skills
SPSS, SAS, Bloomberg Terminal, Microsoft Excel, PowerPoint, Access, Microsoft Word, French, Public Speaking, Time Management, Organization, Financial Modeling, Data Analysis, Bloomberg, Financial Analysis, Investment Banking, Research, Microsoft Office
Education
University of Richmond 2009 — 2013
Bachelor of Business Administration (B.B.A.), Economics, French, Finance
West African Research Center - Dakar, Senegal 2011 — 2011
International Development
Libertyville High School 2005 — 2009
Lisa Levinson Lisa Levinson's Wintrust Financial Corporation Experience December 2009 - Present
Job Sales and Training Professional
Industry Banking
Experience
Wintrust Financial Corporation December 2009 - Present
First Nations Bank 2006 - 2009
National City Bank 2004 - 2006
Suburban Bank & Trust Co. 2001 - 2004
Fifth Third Bank March 1991 - August 2001
Skills
Business Development, Marketing Strategy, Strategic Planning, Sales, Customer Service, Sales Management, Team Building, Coaching, Banking, Process Improvement, Training, Project Management, New Business Development, Leadership, Team Leadership, Risk Management, Negotiation, Budgets, Relationship Management, Operations Management
Education
University of Illinois at Chicago 1982 — 1986
Bachelors, Elementary Education
Wintrust Financial Corporation December 2009 - Present
First Nations Bank 2006 - 2009
National City Bank 2004 - 2006
Suburban Bank & Trust Co. 2001 - 2004
Fifth Third Bank March 1991 - August 2001
Skills
Business Development, Marketing Strategy, Strategic Planning, Sales, Customer Service, Sales Management, Team Building, Coaching, Banking, Process Improvement, Training, Project Management, New Business Development, Leadership, Team Leadership, Risk Management, Negotiation, Budgets, Relationship Management, Operations Management
Education
University of Illinois at Chicago 1982 — 1986
Bachelors, Elementary Education
Christopher Ransom Christopher Ransom's Wintrust Financial Corporation Experience July 2015 - Present
Job Staff Internal Auditor at Wintrust Financial Corporation
Industry Accounting
Experience
Wintrust Financial Corporation July 2015 - Present
Firehaus Bar & Grill April 2012 - June 2015
Ironhorse Golf Club November 2009 - October 2013
AE Marketing Group March 2012 - August 2013
Skills
Leadership, Brand Development, Financial Accounting, Assurance, Auditing, Microsoft Excel, Microsoft Word, Event Planning, Financial Analysis, Accounting
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science, Accountancy
Wintrust Financial Corporation July 2015 - Present
Firehaus Bar & Grill April 2012 - June 2015
Ironhorse Golf Club November 2009 - October 2013
AE Marketing Group March 2012 - August 2013
Skills
Leadership, Brand Development, Financial Accounting, Assurance, Auditing, Microsoft Excel, Microsoft Word, Event Planning, Financial Analysis, Accounting
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science, Accountancy
Kaiqi Zhang Kaiqi Zhang's Wintrust Financial Corporation Experience November 2014 - Present
Job Model Validation Officer at Wintrust Financial Corporation
Industry Capital Markets
Experience
Wintrust Financial Corporation November 2014 - Present
University of Chicago Booth School of Business March 2014 - June 2014
CME Group January 2014 - June 2014
Simon School of Business, University of Rochester September 2012 - June 2013
HSBC June 2012 - August 2012
HSBC May 2011 - July 2011
Skills
Matlab, Stata, Quantitative Analytics, Microsoft Office, JavaScript, C, Econometrics, C++ Language, R, C++, Time Series Analysis, Risk Management, Stress Testing
Education
University of Chicago 2013 — 2014
Master's degree, Financial Mathematics, 3.93/4.00
University of Rochester 2010 — 2013
BA&BS, Financial economics and Applied mathematics, 3.97/4.00, Summa Cum Laude
Wintrust Financial Corporation November 2014 - Present
University of Chicago Booth School of Business March 2014 - June 2014
CME Group January 2014 - June 2014
Simon School of Business, University of Rochester September 2012 - June 2013
HSBC June 2012 - August 2012
HSBC May 2011 - July 2011
Skills
Matlab, Stata, Quantitative Analytics, Microsoft Office, JavaScript, C, Econometrics, C++ Language, R, C++, Time Series Analysis, Risk Management, Stress Testing
Education
University of Chicago 2013 — 2014
Master's degree, Financial Mathematics, 3.93/4.00
University of Rochester 2010 — 2013
BA&BS, Financial economics and Applied mathematics, 3.97/4.00, Summa Cum Laude
Taylor Dvorak's Wintrust Financial Corporation Experience June 2012 - August 2012
Job Associate at W Partners
Industry Marketing and Advertising
Experience
W Partners May 2013 - August 2014
Wintrust Financial Corporation June 2012 - August 2012
KLC Champions November 2009 - June 2011
Skills
Leadership, Editing, Facebook, Marketing, InDesign, Training, Research, Nonprofits
Education
University of Iowa 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
W Partners May 2013 - August 2014
Wintrust Financial Corporation June 2012 - August 2012
KLC Champions November 2009 - June 2011
Skills
Leadership, Editing, Facebook, Marketing, InDesign, Training, Research, Nonprofits
Education
University of Iowa 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
Neil Lenahan Neil Lenahan's Wintrust Financial Corporation Experience June 2013 - Present
Job Compliance Analyst at Wintrust Financial Corporation
Industry Banking
Experience
Wintrust Financial Corporation June 2013 - Present
University of Iowa Full-Time MBA Program August 2012 - May 2013
MassMutual Financial Group April 2012 - September 2012
Pfeiffer Vacuum March 2009 - January 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Microsoft Access, Data Analysis, Outlook, Social Media, Accounts Receivable
Education
University of Iowa 2009 — 2013
B.S Finance, Risk Management Insurance Certificate
Wintrust Financial Corporation June 2013 - Present
University of Iowa Full-Time MBA Program August 2012 - May 2013
MassMutual Financial Group April 2012 - September 2012
Pfeiffer Vacuum March 2009 - January 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Microsoft Access, Data Analysis, Outlook, Social Media, Accounts Receivable
Education
University of Iowa 2009 — 2013
B.S Finance, Risk Management Insurance Certificate
Kevin Ellsworth's Wintrust Financial Corporation Experience May 2010 - August 2010
Job Associate at Kramer Van Kirk Credit Strategies
Industry Financial Services
Experience
Kramer Van Kirk Credit Strategies February 2015 - Present
McGladrey December 2012 - January 2015
Abrams & Steinberg, P.C. July 2011 - December 2012
Wintrust Financial Corporation May 2010 - August 2010
McDonald's Corporation May 2009 - August 2009
Skills
Finance, Accounting, Auditing, US GAAP, Internal Controls, Financial Reporting, GAAP
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2011
Master, Accounting Science
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor, Accounting
Fenwick High School 2002 — 2006
Kramer Van Kirk Credit Strategies February 2015 - Present
McGladrey December 2012 - January 2015
Abrams & Steinberg, P.C. July 2011 - December 2012
Wintrust Financial Corporation May 2010 - August 2010
McDonald's Corporation May 2009 - August 2009
Skills
Finance, Accounting, Auditing, US GAAP, Internal Controls, Financial Reporting, GAAP
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2011
Master, Accounting Science
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor, Accounting
Fenwick High School 2002 — 2006
Caitlin Richert's Wintrust Financial Corporation Experience June 2014 - Present
Job Student at University of Illinois at UrbanaChampaign
Industry Financial Services
Experience
Wintrust Financial Corporation June 2014 - Present
Atlas Saw & Tool Inc May 2013 - August 2013
Carvetti's Bar & Grill June 2011 - August 2013
Skills
Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, PowerPoint, Customer Service, Time Management, Teamwork, Social Networking, Facebook, Public Speaking, Leadership, Event Planning, Social Media Marketing, Team Leadership, Greeting Cards, Portuguese
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (BS), Financial Planning and Services
Richmond Burton Community High School 2006 — 2010
Wintrust Financial Corporation June 2014 - Present
Atlas Saw & Tool Inc May 2013 - August 2013
Carvetti's Bar & Grill June 2011 - August 2013
Skills
Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, PowerPoint, Customer Service, Time Management, Teamwork, Social Networking, Facebook, Public Speaking, Leadership, Event Planning, Social Media Marketing, Team Leadership, Greeting Cards, Portuguese
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (BS), Financial Planning and Services
Richmond Burton Community High School 2006 — 2010
Sarah Barden Sarah Barden's Wintrust Financial Corporation Experience July 2012 - July 2012
Job Account Manager at SPM Marketing & Communications
Industry Marketing and Advertising
Experience
SPM Marketing & Communications August 2013 - Present
SPM Marketing & Communications May 2013 - August 2013
Mondelēz International October 2012 - May 2013
Wintrust Mortgage Corporation June 2012 - October 2012
Wintrust Financial Corporation July 2012 - July 2012
Rush University Medical Center December 2005 - December 2011
Taylor Consulting and Commercial Real Estate May 2011 - August 2011
Skills
Team Building, Business Writing, Social Media, Event Planning, Time Management, PowerPoint, Marketing, Public Relations, Teamwork, Research, Social Media Marketing, Marketing Communications, Non-profits, Data Analysis, Human Resources, Recruiting, Nonprofits
Education
University of Dayton 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
Benet Academy 2005 — 2009
SPM Marketing & Communications August 2013 - Present
SPM Marketing & Communications May 2013 - August 2013
Mondelēz International October 2012 - May 2013
Wintrust Mortgage Corporation June 2012 - October 2012
Wintrust Financial Corporation July 2012 - July 2012
Rush University Medical Center December 2005 - December 2011
Taylor Consulting and Commercial Real Estate May 2011 - August 2011
Skills
Team Building, Business Writing, Social Media, Event Planning, Time Management, PowerPoint, Marketing, Public Relations, Teamwork, Research, Social Media Marketing, Marketing Communications, Non-profits, Data Analysis, Human Resources, Recruiting, Nonprofits
Education
University of Dayton 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
Benet Academy 2005 — 2009
Jillian Granato Jillian Granato's Wintrust Financial Corporation Experience January 2014 - Present
Job Commercial Banking Officer at Wintrust Financial Corporation
Industry Banking
Experience
Wintrust Financial Corporation January 2014 - Present
Wintrust Financial Corporation July 2012 - January 2014
Ritual Salon and Day Spa January 2007 - January 2012
Alois Box Co., Inc. June 2011 - August 2011
Ela Soccer Club May 2010 - August 2010
Skills
Microsoft Office
Education
University of Iowa 2008 — 2012
BBA, Management & Organizations
Instituto Lorenzo de’ Medici
Wintrust Financial Corporation January 2014 - Present
Wintrust Financial Corporation July 2012 - January 2014
Ritual Salon and Day Spa January 2007 - January 2012
Alois Box Co., Inc. June 2011 - August 2011
Ela Soccer Club May 2010 - August 2010
Skills
Microsoft Office
Education
University of Iowa 2008 — 2012
BBA, Management & Organizations
Instituto Lorenzo de’ Medici
Jason Kidushim Jason Kidushim's Wintrust Financial Corporation Experience January 2012 - December 2013
Job Operations Manager at Alliance Homecare
Industry Hospital & Health Care
Experience
Alliance Homecare November 2014 - Present
Wintrust Financial December 2013 - November 2014
Wintrust Financial Corporation January 2012 - December 2013
Wintrust Financial August 2010 - January 2012
Premium Funding Group, LLC July 2008 - March 2010
Leigh Steinberg Sports and Entertainment June 2007 - May 2008
Skills
Financial Analysis, Account Management, Risk Management, Marketing, Finance, Budgets, Social Media Marketing, Social Media, Marketing Strategy, Microsoft Excel, Advertising, PowerPoint, Event Planning, Public Relations, Event Management, New Business Development, Market Research, Microsoft Office, Salesforce.com, Sales, Business Development, Entrepreneurship, Leadership, Outlook, Customer Service, Email Marketing, Microsoft Word
Education
University of California, Santa Cruz 2003 — 2007
Bachelor of Arts, Economics
Corona del MAr High School 1999 — 2003
Alliance Homecare November 2014 - Present
Wintrust Financial December 2013 - November 2014
Wintrust Financial Corporation January 2012 - December 2013
Wintrust Financial August 2010 - January 2012
Premium Funding Group, LLC July 2008 - March 2010
Leigh Steinberg Sports and Entertainment June 2007 - May 2008
Skills
Financial Analysis, Account Management, Risk Management, Marketing, Finance, Budgets, Social Media Marketing, Social Media, Marketing Strategy, Microsoft Excel, Advertising, PowerPoint, Event Planning, Public Relations, Event Management, New Business Development, Market Research, Microsoft Office, Salesforce.com, Sales, Business Development, Entrepreneurship, Leadership, Outlook, Customer Service, Email Marketing, Microsoft Word
Education
University of California, Santa Cruz 2003 — 2007
Bachelor of Arts, Economics
Corona del MAr High School 1999 — 2003
Stacey Huels's Wintrust Financial Corporation Experience 2004 - May 2013
Job Founding Partner at First Focus Capital Partners LLC
Industry Venture Capital & Private Equity
Experience
First Focus Capital Partners, LLC May 2013 - Present
Naperville Bank & Trust August 2010 - May 2013
Glen Ellyn Bank & Trust November 2006 - May 2013
Wheaton Bank & Trust July 2004 - May 2013
Wintrust Financial Corporation 2004 - May 2013
Banc One Capital Markets December 2002 - July 2004
American National Bank & Trust Co. of Chicago 1991 - 2002
Skills
Wealth Management..., Banking, Credit, Capital Markets, Investments, Commercial Banking, Commercial Lending, Asset Management, Loans, Portfolio Management, Wealth Management, Series 7, Small Business Lending, Alternative Investments, Asset Allocation, Strategic Financial..., Investment Management, Finance, Mutual Funds, Equities, Private Equity
Education
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor of Science (BS), Ag. Econ
First Focus Capital Partners, LLC May 2013 - Present
Naperville Bank & Trust August 2010 - May 2013
Glen Ellyn Bank & Trust November 2006 - May 2013
Wheaton Bank & Trust July 2004 - May 2013
Wintrust Financial Corporation 2004 - May 2013
Banc One Capital Markets December 2002 - July 2004
American National Bank & Trust Co. of Chicago 1991 - 2002
Skills
Wealth Management..., Banking, Credit, Capital Markets, Investments, Commercial Banking, Commercial Lending, Asset Management, Loans, Portfolio Management, Wealth Management, Series 7, Small Business Lending, Alternative Investments, Asset Allocation, Strategic Financial..., Investment Management, Finance, Mutual Funds, Equities, Private Equity
Education
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor of Science (BS), Ag. Econ
Songtao (Spencer) Wang Songtao (Spencer) Wang's Wintrust Financial Corporation Experience November 2014 - June 2015
Job Model Validation Officer at Comerica
Industry Banking
Experience
Comerica Bank June 2015 - Present
Wintrust Financial Corporation November 2014 - June 2015
University of Chicago Booth School of Business August 2014 - November 2014
Milliman April 2014 - June 2014
Caitong Fund Management Co. Ltd June 2013 - August 2013
Industrial and Commercial Bank of China June 2012 - August 2012
HSBC May 2010 - June 2010
Skills
Microsoft Excel, Matlab, SAS, Quantitative Finance, Statistics, Bloomberg Terminal, Financial Modeling, R, C++, Microsoft Office, Data Analysis, Research, PowerPoint, Analysis, Microsoft Word, Trading, Equities, Portfolio Management, Access, VBA, Risk Management, Financial Risk, Bloomberg, Derivatives, Valuation, Capital Markets
Education
The University of Chicago 2013 — 2014
Master of Science (M.S.), Financial Mathematics
University of Michigan 2011 — 2013
Bachelor of Science (B.S.), Financial Mathematics and Risk Management
Comerica Bank June 2015 - Present
Wintrust Financial Corporation November 2014 - June 2015
University of Chicago Booth School of Business August 2014 - November 2014
Milliman April 2014 - June 2014
Caitong Fund Management Co. Ltd June 2013 - August 2013
Industrial and Commercial Bank of China June 2012 - August 2012
HSBC May 2010 - June 2010
Skills
Microsoft Excel, Matlab, SAS, Quantitative Finance, Statistics, Bloomberg Terminal, Financial Modeling, R, C++, Microsoft Office, Data Analysis, Research, PowerPoint, Analysis, Microsoft Word, Trading, Equities, Portfolio Management, Access, VBA, Risk Management, Financial Risk, Bloomberg, Derivatives, Valuation, Capital Markets
Education
The University of Chicago 2013 — 2014
Master of Science (M.S.), Financial Mathematics
University of Michigan 2011 — 2013
Bachelor of Science (B.S.), Financial Mathematics and Risk Management
Louis Olsen Louis Olsen's Wintrust Financial Corporation Experience May 2011 - April 2014
Job President at River City Leasing, LLC
Industry Financial Services
Experience
River City Leasing, LLC April 2014 - Present
Wintrust Financial Corporation May 2011 - April 2014
River City Mortgage & Financial May 1994 - May 2011
Lakeland Mortgage Corporation October 1992 - May 1994
Homestead Mortgage Corp March 1990 - October 1992
Commonwealth-United Mortgage October 1987 - March 1989
Centrust Mortgage Corp. February 1982 - October 1987
Skills
Mortgage Lending, Management, Loans, Loan Origination, Mortgage Banking, Real Estate, Finance, Sales, Underwriting, Budgets, Mortgage Marketing, Residential Mortgages, USDA, FHA, FHA financing, Commercial Lending, Negotiation, Certified Mortgage..., Mortgage Underwriting, Recruiting, Refinance, VA loans, Sales Management, Credit Analysis, Banking, Construction Loans
Education
University of Minnesota-Twin Cities
Business
River City Leasing, LLC April 2014 - Present
Wintrust Financial Corporation May 2011 - April 2014
River City Mortgage & Financial May 1994 - May 2011
Lakeland Mortgage Corporation October 1992 - May 1994
Homestead Mortgage Corp March 1990 - October 1992
Commonwealth-United Mortgage October 1987 - March 1989
Centrust Mortgage Corp. February 1982 - October 1987
Skills
Mortgage Lending, Management, Loans, Loan Origination, Mortgage Banking, Real Estate, Finance, Sales, Underwriting, Budgets, Mortgage Marketing, Residential Mortgages, USDA, FHA, FHA financing, Commercial Lending, Negotiation, Certified Mortgage..., Mortgage Underwriting, Recruiting, Refinance, VA loans, Sales Management, Credit Analysis, Banking, Construction Loans
Education
University of Minnesota-Twin Cities
Business
Kelly Kalmbach Kelly Kalmbach's Wintrust Financial Corporation Experience August 2005 - May 2008
Job Director of Marketing, Choose Chicago
Industry Marketing and Advertising
Experience
Choose Chicago July 2012 - Present
Choose Chicago (formerly Chicago Convention & Tourism Bureau) May 2008 - July 2012
Wintrust Financial Corporation August 2005 - May 2008
Skills
Marketing Communications, Social Media Marketing, Marketing, Social Media, Event Management, Event Planning, Brand Development, Online Marketing, Trade Shows, Email Marketing, Integrated Marketing, Sponsorship, Corporate Events, Public Relations, Social Networking, Advertising, Management, Marketing Strategy, Press Releases, Copywriting, Marketing Management
Education
University of San Diego 2001 — 2005
Business Administration
Choose Chicago July 2012 - Present
Choose Chicago (formerly Chicago Convention & Tourism Bureau) May 2008 - July 2012
Wintrust Financial Corporation August 2005 - May 2008
Skills
Marketing Communications, Social Media Marketing, Marketing, Social Media, Event Management, Event Planning, Brand Development, Online Marketing, Trade Shows, Email Marketing, Integrated Marketing, Sponsorship, Corporate Events, Public Relations, Social Networking, Advertising, Management, Marketing Strategy, Press Releases, Copywriting, Marketing Management
Education
University of San Diego 2001 — 2005
Business Administration
Matt Dittman's Wintrust Financial Corporation Experience August 2011 - May 2013
Job Analyst, Commercial Real Estate Finance at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company May 2013 - Present
Wintrust Financial Corporation August 2011 - May 2013
Skills
Leadership, Training, Financial Analysis, Credit, Cash Flow, Real Estate, Finance, Financial Modeling, Microsoft Excel, Banking, Credit Analysis, Commercial Lending, Capital Markets, Due Diligence, Analysis, Customer Service, Loans, PowerPoint, Microsoft Office, Sales
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2011
Bachelor of Science (BS), Finance/Marketing
William Blair & Company May 2013 - Present
Wintrust Financial Corporation August 2011 - May 2013
Skills
Leadership, Training, Financial Analysis, Credit, Cash Flow, Real Estate, Finance, Financial Modeling, Microsoft Excel, Banking, Credit Analysis, Commercial Lending, Capital Markets, Due Diligence, Analysis, Customer Service, Loans, PowerPoint, Microsoft Office, Sales
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2011
Bachelor of Science (BS), Finance/Marketing
Natalie Hammoud's Wintrust Financial Corporation Experience May 2013 - January 2015
Job Internal Auditor at The MENTOR Network
Industry Hospital & Health Care
Experience
The MENTOR Network January 2015 - Present
Wintrust Financial Corporation May 2013 - January 2015
University of Illinois at Springfield August 2010 - May 2013
University of Illinois at Springfield August 2009 - May 2013
Office of Auditor General Springfield, Illinois June 2012 - August 2012
Sikich May 2011 - August 2011
Skills
Microsoft Excel, Management, Internal Controls, Internal Audit, Accounting, Business Administration, PowerPoint, Microsoft Word, Microsoft Publisher, Adobe, Results-driven, Organization, Strategic Planning, Keen Listener, Influential Communicator, Higher Education, Auditing, Critical Thinking, Result Oriented, Student Affairs
Education
University of Illinois Springfield 2009 — 2013
Bachelor of Arts (B.A.) in Business Administration, Bachelor of Arts (B.A.) in Management
Oak Park River Forest High School 2005 — 2009
High School Diploma, General Studies
The MENTOR Network January 2015 - Present
Wintrust Financial Corporation May 2013 - January 2015
University of Illinois at Springfield August 2010 - May 2013
University of Illinois at Springfield August 2009 - May 2013
Office of Auditor General Springfield, Illinois June 2012 - August 2012
Sikich May 2011 - August 2011
Skills
Microsoft Excel, Management, Internal Controls, Internal Audit, Accounting, Business Administration, PowerPoint, Microsoft Word, Microsoft Publisher, Adobe, Results-driven, Organization, Strategic Planning, Keen Listener, Influential Communicator, Higher Education, Auditing, Critical Thinking, Result Oriented, Student Affairs
Education
University of Illinois Springfield 2009 — 2013
Bachelor of Arts (B.A.) in Business Administration, Bachelor of Arts (B.A.) in Management
Oak Park River Forest High School 2005 — 2009
High School Diploma, General Studies
Katie Kilbridge's Wintrust Financial Corporation Experience June 2011 - August 2011
Job Advisory Senior Consultant at Deloitte
Industry Accounting
Experience
Deloitte July 2013 - Present
Illinois Business Consulting September 2010 - May 2013
Deloitte June 2012 - August 2012
Wintrust Financial Corporation June 2011 - August 2011
Skills
Consulting, Microsoft Office, PowerPoint, Project Management, Analysis, Financial Accounting, Business Strategy, Management, IT Audit, IT Controls, Accounting, Data Analysis, Microsoft Excel, Microsoft Word, Financial Analysis, Leadership, Financial Modeling
Education
University of Illinois at Urbana-Champaign - College of Business 2012 — 2013
Master of Accounting Science
University of Illinois at Urbana-Champaign - College of Business 2009 — 2012
Bachelor of Science, Accountancy
Deloitte July 2013 - Present
Illinois Business Consulting September 2010 - May 2013
Deloitte June 2012 - August 2012
Wintrust Financial Corporation June 2011 - August 2011
Skills
Consulting, Microsoft Office, PowerPoint, Project Management, Analysis, Financial Accounting, Business Strategy, Management, IT Audit, IT Controls, Accounting, Data Analysis, Microsoft Excel, Microsoft Word, Financial Analysis, Leadership, Financial Modeling
Education
University of Illinois at Urbana-Champaign - College of Business 2012 — 2013
Master of Accounting Science
University of Illinois at Urbana-Champaign - College of Business 2009 — 2012
Bachelor of Science, Accountancy
Jeff Grex's Wintrust Financial Corporation Experience 2012 - 2012
Job Senior Mortgage Underwriter at Wintrust
Industry Banking
Experience
Wintrust Financial Corporation 2012 - 2012
JPMorgan Chase June 2009 - August 2011
ComCor Mortgage a Divison of SouthPort Bank 2007 - 2008
Bank of America January 2004 - October 2007
HSBC 1999 - December 2003
Skills
Mortgage, Mortgage Lending, Underwriting, Credit, Mortgage Banking, Conventional, Loans, Banking, Credit Risk, Mortgage Industry, Compliance, Customer Relations, Loan Origination, Customer Service, Refinance, Warehouse Lending, Collections, Foreclosures, FHA financing, Commercial Lending, Loss Mitigation, Mortgage Underwriting, Residential Mortgages, FHA, VA loans, USDA, Loan Servicing, Reverse Mortgages, Financial Services, Home Equity Loans, Commercial Mortgages, Construction Loans, Government Loans, Certified Mortgage..., Small Business Lending, Real Estate Financing, Lines Of Credit
Education
University of Wisconsin-Oshkosh 1995 — 1999
Bachelors of Arts, Communications, Business
University of Wisconsin
Bachelor of Arts, Communications
University of Phoenix
MBA, Business
Wintrust Financial Corporation 2012 - 2012
JPMorgan Chase June 2009 - August 2011
ComCor Mortgage a Divison of SouthPort Bank 2007 - 2008
Bank of America January 2004 - October 2007
HSBC 1999 - December 2003
Skills
Mortgage, Mortgage Lending, Underwriting, Credit, Mortgage Banking, Conventional, Loans, Banking, Credit Risk, Mortgage Industry, Compliance, Customer Relations, Loan Origination, Customer Service, Refinance, Warehouse Lending, Collections, Foreclosures, FHA financing, Commercial Lending, Loss Mitigation, Mortgage Underwriting, Residential Mortgages, FHA, VA loans, USDA, Loan Servicing, Reverse Mortgages, Financial Services, Home Equity Loans, Commercial Mortgages, Construction Loans, Government Loans, Certified Mortgage..., Small Business Lending, Real Estate Financing, Lines Of Credit
Education
University of Wisconsin-Oshkosh 1995 — 1999
Bachelors of Arts, Communications, Business
University of Wisconsin
Bachelor of Arts, Communications
University of Phoenix
MBA, Business
Cole McCammack Cole McCammack's Wintrust Financial Corporation Experience May 2012 - July 2013
Job Financial Analyst at Ventas, Inc.
Industry Financial Services
Experience
Ventas, Inc. December 2013 - Present
Ventas, Inc. July 2013 - December 2013
Wintrust Financial Corporation May 2012 - July 2013
Barrington Bank and Trust May 2011 - August 2011
V3 Companies May 2010 - August 2010
Skills
Financial Accounting, Financial Analysis, Microsoft Office, Financial Risk, Baker Hill, Microsoft Excel, Financial Modeling, Commercial Real Estate, Valet Parking, Lifeguarding, Motorcycling
Education
University of Iowa 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Economics
Barrington High School 2004 — 2008
Ventas, Inc. December 2013 - Present
Ventas, Inc. July 2013 - December 2013
Wintrust Financial Corporation May 2012 - July 2013
Barrington Bank and Trust May 2011 - August 2011
V3 Companies May 2010 - August 2010
Skills
Financial Accounting, Financial Analysis, Microsoft Office, Financial Risk, Baker Hill, Microsoft Excel, Financial Modeling, Commercial Real Estate, Valet Parking, Lifeguarding, Motorcycling
Education
University of Iowa 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Economics
Barrington High School 2004 — 2008
Scott Ernsteen, CPA's Wintrust Financial Corporation Experience January 2015 - Present
Job SVP Financial Systems and Data Management at Wintrust Financial Corporation
Industry Banking
Experience
Wintrust Financial Corporation January 2015 - Present
Wintrust Financial Corporation July 2011 - Present
First Chicago Bank & Trust March 2007 - July 2011
HSBC Finance Corporation November 2005 - March 2007
MB Financial Bank November 1999 - November 2005
Northern Trust January 1998 - November 1999
Bank of America 1994 - January 1998
Ernst & Young 1990 - 1994
Skills
Transfer Pricing, Analytics, Expense Management, Financial Reporting, Profitability, Budgeting, Variance Analysis, General Ledger, Financial Analysis, Forecasting, Banking, Strategic Planning, P&L, Accounting, Excel, Internal Controls, Auditing, Financial Modeling, Business Planning, Financial Accounting, Budgets, Analysis, Internal Audit, Stress Testing, Risk Management, Risk Assessment, Enterprise Risk..., Financial Risk, Capital Planning, Mergers & Acquisitions, Executive Management, Management, Finance, Strategic Financial..., Strategy
Education
University of Illinois at Urbana-Champaign - College of Engineering 1988 — 1990
MS - Computer Sciences, Computer Science
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
BS-Accounting, Accounting and Computer Science
Wintrust Financial Corporation January 2015 - Present
Wintrust Financial Corporation July 2011 - Present
First Chicago Bank & Trust March 2007 - July 2011
HSBC Finance Corporation November 2005 - March 2007
MB Financial Bank November 1999 - November 2005
Northern Trust January 1998 - November 1999
Bank of America 1994 - January 1998
Ernst & Young 1990 - 1994
Skills
Transfer Pricing, Analytics, Expense Management, Financial Reporting, Profitability, Budgeting, Variance Analysis, General Ledger, Financial Analysis, Forecasting, Banking, Strategic Planning, P&L, Accounting, Excel, Internal Controls, Auditing, Financial Modeling, Business Planning, Financial Accounting, Budgets, Analysis, Internal Audit, Stress Testing, Risk Management, Risk Assessment, Enterprise Risk..., Financial Risk, Capital Planning, Mergers & Acquisitions, Executive Management, Management, Finance, Strategic Financial..., Strategy
Education
University of Illinois at Urbana-Champaign - College of Engineering 1988 — 1990
MS - Computer Sciences, Computer Science
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
BS-Accounting, Accounting and Computer Science
Brian Rebeck's Wintrust Financial Corporation Experience October 2012 - April 2014
Job Compliance Manager, Fair Lending, Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services June 2015 - Present
JPMorgan Chase April 2014 - June 2015
Wintrust Financial Corporation October 2012 - April 2014
JPMorgan Chase June 2011 - October 2012
Sirva Inc. May 2010 - August 2010
Skills
Investments, Bloomberg, Financial Analysis, Finance, Portfolio Management, Risk Management, Corporate Finance, Credit, Microsoft Excel, Banking, Capital Markets, Due Diligence
Education
University of Iowa 2007 — 2011
Bachelor's of Business Administration, Finance, General
Discover Financial Services June 2015 - Present
JPMorgan Chase April 2014 - June 2015
Wintrust Financial Corporation October 2012 - April 2014
JPMorgan Chase June 2011 - October 2012
Sirva Inc. May 2010 - August 2010
Skills
Investments, Bloomberg, Financial Analysis, Finance, Portfolio Management, Risk Management, Corporate Finance, Credit, Microsoft Excel, Banking, Capital Markets, Due Diligence
Education
University of Iowa 2007 — 2011
Bachelor's of Business Administration, Finance, General
Dan Stiles Dan Stiles's Wintrust Financial Corporation Experience April 2013 - Present
Job Commercial Banking Officer
Industry Banking
Experience
Barrington Bank & Trust Comany, N.A. July 2015 - Present
Wintrust Financial Corporation April 2013 - Present
U.S. Bank August 2010 - March 2013
Skills
Marketing, Management, Sales, Loans, Retail Banking, Banking, Consumer Lending, Credit, Leadership, Recruiting, Small Business Lending, Commercial Banking, Strategy, Training, Customer Service, Credit Analysis, Sales Management, Time Management, Finance, Commercial Lending, Financial Analysis, Underwriting
Education
Northern Illinois University 2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
BBA, Marketing
Barrington Bank & Trust Comany, N.A. July 2015 - Present
Wintrust Financial Corporation April 2013 - Present
U.S. Bank August 2010 - March 2013
Skills
Marketing, Management, Sales, Loans, Retail Banking, Banking, Consumer Lending, Credit, Leadership, Recruiting, Small Business Lending, Commercial Banking, Strategy, Training, Customer Service, Credit Analysis, Sales Management, Time Management, Finance, Commercial Lending, Financial Analysis, Underwriting
Education
Northern Illinois University 2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
BBA, Marketing
Mike Magdziarz's Wintrust Financial Corporation Experience May 2015 - August 2015
Job Tutor at Notre Dame Academic Services for Student Athletes
Industry Financial Services
Experience
Legends of Notre Dame July 2013 - Present
Notre Dame Academic Services for Student Athletes August 2012 - Present
Wintrust Financial Corporation May 2015 - August 2015
Mike’s Snow Removal and Vacation Services November 2008 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, English, Research, Windows, Photoshop, Editing, HTML, Strategic Planning, Negotiation, Project Management, Social Media, Leadership, Illustrator, InDesign, Premiere, C++, Matlab
Education
University of Notre Dame 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Applied and Computational Mathematics and Statistics
Legends of Notre Dame July 2013 - Present
Notre Dame Academic Services for Student Athletes August 2012 - Present
Wintrust Financial Corporation May 2015 - August 2015
Mike’s Snow Removal and Vacation Services November 2008 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, English, Research, Windows, Photoshop, Editing, HTML, Strategic Planning, Negotiation, Project Management, Social Media, Leadership, Illustrator, InDesign, Premiere, C++, Matlab
Education
University of Notre Dame 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Applied and Computational Mathematics and Statistics
Anna Fedus Anna Fedus's Wintrust Financial Corporation Experience December 2011 - Present
Job Assistant Vice President, Private Wealth Services at Wintrust Financial Corp
Industry Investment Banking
Experience
Wintrust Financial Corporation December 2011 - Present
J.P. Morgan July 2007 - December 2011
MB Financial Bank June 2001 - July 2007
Skills
Series 7, Series 63, Financial Services, Banking, Relationship Management, Risk Management, Wealth Management..., Private Banking, Wealth Management, Loans, Wealth, Credit
Education
University of Illinois at Chicago 2001 — 2005
Bachelors, Psychology, Sociology
Wintrust Financial Corporation December 2011 - Present
J.P. Morgan July 2007 - December 2011
MB Financial Bank June 2001 - July 2007
Skills
Series 7, Series 63, Financial Services, Banking, Relationship Management, Risk Management, Wealth Management..., Private Banking, Wealth Management, Loans, Wealth, Credit
Education
University of Illinois at Chicago 2001 — 2005
Bachelors, Psychology, Sociology
Carol Phillips Gerardi Carol Phillips Gerardi's Wintrust Financial Corporation Experience November 2014 - Present
Job Assistant Vice President, Personal Banking Glenview Bank and Trust at Wintrust Financial Corporation
Industry Banking
Experience
Wintrust Financial Corporation November 2014 - Present
Home Helpers and Direct Link March 2009 - Present
Fifth Third Bank August 2011 - November 2014
SkyTel 1994 - 1995
Ricoh 1989 - 1994
Dynamic Office Equipment 1988 - 1989
American Office Equipment 1987 - 1988
Skills
Home Care, Healthcare, Elder Care, Small Business, Long-term Care, Seniors, Public Speaking, New Business Development, Strategic Planning, Team Building, Entrepreneurship, Marketing Strategy, Account Management, Direct Sales, Marketing, Training, Selling, Management, Sales, Customer Service, Customer Satisfaction, Forecasting, Human Resources
Education
University of Illinois at Urbana-Champaign 1984 — 1987
BA, Economics
Fremd High School
Wintrust Financial Corporation November 2014 - Present
Home Helpers and Direct Link March 2009 - Present
Fifth Third Bank August 2011 - November 2014
SkyTel 1994 - 1995
Ricoh 1989 - 1994
Dynamic Office Equipment 1988 - 1989
American Office Equipment 1987 - 1988
Skills
Home Care, Healthcare, Elder Care, Small Business, Long-term Care, Seniors, Public Speaking, New Business Development, Strategic Planning, Team Building, Entrepreneurship, Marketing Strategy, Account Management, Direct Sales, Marketing, Training, Selling, Management, Sales, Customer Service, Customer Satisfaction, Forecasting, Human Resources
Education
University of Illinois at Urbana-Champaign 1984 — 1987
BA, Economics
Fremd High School
Joe Caporusso Joe Caporusso's Wintrust Financial Corporation Experience July 2008 - Present
Job Experienced Credit Analyst and Loan Officer for Wintrust Financial (FIRST Life Funding)
Industry Financial Services
Experience
Wintrust Financial (FIRST Life Funding) July 2008 - Present
Wintrust Financial Corporation July 2008 - Present
AIG (A. I. Credit) 2006 - July 2008
AppleOne January 2006 - July 2006
Verizon Wireless April 2004 - November 2005
Team Products International June 2003 - April 2004
Skills
Credit Risk, Credit Analysis, Personal Finance, Financial Analysis, Corporate Finance, Insurance, Underwriting, Customer Service, Inside Sales, Collateral Management, Compliance, Human Relations, Account Management, Investments, Banking, Interest Rate Risk..., Interest Rate..., Interest Rate Swaps, Collateral Design, Annuities, Fixed Annuities, Asset Management, Estate Planning, Legal Documentation, Tax Returns, Document Scanning, Accounting, Premium Financing, Premiums, Cash, Cash Handling, Cash Flow, Real Estate Finance, Real Estate Financing, Letters Of Credit, Offer Letters, Loan Documentation, Loans, Loan Origination, Loan Modifications, Loan Structuring, Loan Servicing, Equities, Equity Valuation, Marketing Communications, Email Marketing, Asset Managment, People Skills, Sales, Financial Structuring
Education
University of Scranton 1999 — 2003
Bachelor of Science (BS)
Gill St. Bernards 1995 — 1999
Wintrust Financial (FIRST Life Funding) July 2008 - Present
Wintrust Financial Corporation July 2008 - Present
AIG (A. I. Credit) 2006 - July 2008
AppleOne January 2006 - July 2006
Verizon Wireless April 2004 - November 2005
Team Products International June 2003 - April 2004
Skills
Credit Risk, Credit Analysis, Personal Finance, Financial Analysis, Corporate Finance, Insurance, Underwriting, Customer Service, Inside Sales, Collateral Management, Compliance, Human Relations, Account Management, Investments, Banking, Interest Rate Risk..., Interest Rate..., Interest Rate Swaps, Collateral Design, Annuities, Fixed Annuities, Asset Management, Estate Planning, Legal Documentation, Tax Returns, Document Scanning, Accounting, Premium Financing, Premiums, Cash, Cash Handling, Cash Flow, Real Estate Finance, Real Estate Financing, Letters Of Credit, Offer Letters, Loan Documentation, Loans, Loan Origination, Loan Modifications, Loan Structuring, Loan Servicing, Equities, Equity Valuation, Marketing Communications, Email Marketing, Asset Managment, People Skills, Sales, Financial Structuring
Education
University of Scranton 1999 — 2003
Bachelor of Science (BS)
Gill St. Bernards 1995 — 1999
Nate Schroeder Nate Schroeder's Wintrust Financial Corporation Experience December 2014 - Present
Job Compliance Associate at Wintrust Financial Corporation
Industry Higher Education
Experience
Wintrust Financial Corporation December 2014 - Present
Essendant (United Stationers) August 2014 - December 2014
Ditka's Restaurant June 2014 - December 2014
Arlington Heights Dental Group August 2006 - August 2011
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (B.S.), Chemistry
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Arts (B.A.), Economics
Wintrust Financial Corporation December 2014 - Present
Essendant (United Stationers) August 2014 - December 2014
Ditka's Restaurant June 2014 - December 2014
Arlington Heights Dental Group August 2006 - August 2011
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (B.S.), Chemistry
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Arts (B.A.), Economics
Jamie Rucks Jamie Rucks's Wintrust Financial Corporation Experience May 2013 - Present
Job Compliance Associate Wintrust Financial Corporation
Industry Financial Services
Experience
Wintrust Financial Corporation May 2013 - Present
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Wintrust Financial Corporation May 2013 - Present
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Ryan Bormet's Wintrust Financial Corporation Experience February 2012 - February 2014
Job Assistant Vice President at Associated Bank
Industry Banking
Experience
Associated Bank February 2014 - Present
Wintrust Financial Corporation February 2012 - February 2014
Wintrust Financial Corporation January 2011 - February 2012
Wintrust Financial Corporation April 2010 - January 2011
Wheatland Bank May 2007 - April 2010
Skills
Credit, Commercial Lending, Commercial Banking, Credit Analysis, Financial Services, Commercial Mortgages, Middle Market, Mergers & Acquisitions, Finance
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelors of Arts, Economics
Associated Bank February 2014 - Present
Wintrust Financial Corporation February 2012 - February 2014
Wintrust Financial Corporation January 2011 - February 2012
Wintrust Financial Corporation April 2010 - January 2011
Wheatland Bank May 2007 - April 2010
Skills
Credit, Commercial Lending, Commercial Banking, Credit Analysis, Financial Services, Commercial Mortgages, Middle Market, Mergers & Acquisitions, Finance
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelors of Arts, Economics
Marie Marks's Wintrust Financial Corporation Experience June 2004 - October 2007
Job Manager Marketing Communications at Baxter International Inc.
Industry Medical Devices
Experience
Baxter International Inc. December 2014 - Present
Baxter Healthcare July 2011 - Present
Wintrust Financial Corporation June 2004 - October 2007
PacifiCare Health Systems April 2003 - February 2004
MTL Equity Products October 2001 - April 2003
Irish Life of North America May 1993 - October 2001
Skills
Marketing Strategy, Medical Devices, Product Development, Cross-functional Team..., Marketing, Product Management, Leadership, Six Sigma, Project Management, Team Leadership, Product Launch, Competitive Analysis, Product Marketing, Management, Strategy, Marketing Communications
Education
University of Iowa
Bachelor of Arts (BA), English
Baxter International Inc. December 2014 - Present
Baxter Healthcare July 2011 - Present
Wintrust Financial Corporation June 2004 - October 2007
PacifiCare Health Systems April 2003 - February 2004
MTL Equity Products October 2001 - April 2003
Irish Life of North America May 1993 - October 2001
Skills
Marketing Strategy, Medical Devices, Product Development, Cross-functional Team..., Marketing, Product Management, Leadership, Six Sigma, Project Management, Team Leadership, Product Launch, Competitive Analysis, Product Marketing, Management, Strategy, Marketing Communications
Education
University of Iowa
Bachelor of Arts (BA), English
Brooke Schaefer Brooke Schaefer's Wintrust Financial Corporation Experience June 2015 - Present
Job Assistant Vice President, Litigation Counsel at Wintrust Financial Corporation
Industry Law Practice
Experience
Wintrust Financial Corporation June 2015 - Present
Schiff Hardin LLP January 2010 - June 2015
University of Wisconsin Law School September 2008 - May 2009
Wisconsin Innocence Project May 2007 - May 2009
Skills
Litigation, Legal Advice, Legal Research, Legal Writing, White Collar Criminal...
Education
University of Wisconsin Law School 2006 — 2009
Doctor of Law (J.D.)
University of Notre Dame 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Wintrust Financial Corporation June 2015 - Present
Schiff Hardin LLP January 2010 - June 2015
University of Wisconsin Law School September 2008 - May 2009
Wisconsin Innocence Project May 2007 - May 2009
Skills
Litigation, Legal Advice, Legal Research, Legal Writing, White Collar Criminal...
Education
University of Wisconsin Law School 2006 — 2009
Doctor of Law (J.D.)
University of Notre Dame 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Kaitlin Cheung's Wintrust Financial Corporation Experience February 2015 - Present
Job Relationship Management Professional at Wintrust Financial Corporation
Industry Financial Services
Experience
Wintrust Financial Corporation February 2015 - Present
Wintrust Financial Corporation October 2013 - February 2015
Northern Trust June 2012 - September 2013
Urbana Park District August 2011 - December 2011
Illini Union Hotel December 2009 - December 2011
Chicago Chinatown Chamber of Commerce May 2011 - August 2011
Skills
Public Relations, Marketing, Commercial Banking, Banking, Personal Banking, Relationship Management, Bloomberg, Analysis, Data Analysis, Public Speaking
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Science
Wintrust Financial Corporation February 2015 - Present
Wintrust Financial Corporation October 2013 - February 2015
Northern Trust June 2012 - September 2013
Urbana Park District August 2011 - December 2011
Illini Union Hotel December 2009 - December 2011
Chicago Chinatown Chamber of Commerce May 2011 - August 2011
Skills
Public Relations, Marketing, Commercial Banking, Banking, Personal Banking, Relationship Management, Bloomberg, Analysis, Data Analysis, Public Speaking
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Science
Jenna North's Wintrust Financial Corporation Experience February 2008 - November 2013
Job Commercial Marketing Manager at BMO Harris Bank
Industry Marketing and Advertising
Experience
BMO Harris Bank December 2013 - Present
Wintrust Financial Corporation February 2008 - November 2013
Dayton Dragons Professional Baseball February 2007 - December 2007
University of Dayton January 2005 - December 2007
Education
University of Dayton 2003 — 2007
Sports Management, Marketing, Communications
BMO Harris Bank December 2013 - Present
Wintrust Financial Corporation February 2008 - November 2013
Dayton Dragons Professional Baseball February 2007 - December 2007
University of Dayton January 2005 - December 2007
Education
University of Dayton 2003 — 2007
Sports Management, Marketing, Communications
Dana White-Jones's Wintrust Financial Corporation Experience January 2013 - Present
Job Assistant Vice President at Wintrust Financial Corporation
Industry Banking
Experience
Wintrust Financial Corporation January 2013 - Present
Wintrust Financial Corporation March 2012 - Present
Charter One Bank/RBS October 2006 - March 2012
Charter One Bank 2006 - March 2012
JP Morgan Chase February 2003 - October 2006
Bank One February 2000 - February 2003
American National Bank February 1995 - February 2000
Education
University of Illinois at Urbana-Champaign 1987 — 1992
University of Illinois at Urbana-Champaign - College of Business 1987 — 1992
Wintrust Financial Corporation January 2013 - Present
Wintrust Financial Corporation March 2012 - Present
Charter One Bank/RBS October 2006 - March 2012
Charter One Bank 2006 - March 2012
JP Morgan Chase February 2003 - October 2006
Bank One February 2000 - February 2003
American National Bank February 1995 - February 2000
Education
University of Illinois at Urbana-Champaign 1987 — 1992
University of Illinois at Urbana-Champaign - College of Business 1987 — 1992
Sean Billie's Wintrust Financial Corporation Experience June 2013 - July 2013
Job Capacity Account Manager at C.H. Robinson
Industry Financial Services
Experience
C.H. Robinson September 2014 - Present
Short's Burger and Shine December 2013 - May 2014
Kemper Sports—The Glen Club August 2008 - August 2013
Wintrust Financial Corporation June 2013 - July 2013
Sigma Pi January 2013 - May 2013
Peak6 Investments Inc May 2012 - August 2012
Peak6 Investments Inc May 2012 - August 2012
Alliance to End HomelessnessSuburban January 2008 - February 2008
Skills
Public Relations, Microsoft Excel, Financial Analysis, Financial Modeling, Event Planning, Event Management, PowerPoint, Microsoft Office, Bloomberg, Microsoft Word, Social Media, Finance, Access, Facebook, Financial Forecasting, Recruiting, Data Analysis, Customer Service
Education
University of Iowa 2010 — 2014
Bachelor of Arts (B.A.), Economics, Certificate of Entrepreneurship
Glenbrook South High School 2006 — 2010
Graduate
C.H. Robinson September 2014 - Present
Short's Burger and Shine December 2013 - May 2014
Kemper Sports—The Glen Club August 2008 - August 2013
Wintrust Financial Corporation June 2013 - July 2013
Sigma Pi January 2013 - May 2013
Peak6 Investments Inc May 2012 - August 2012
Peak6 Investments Inc May 2012 - August 2012
Alliance to End HomelessnessSuburban January 2008 - February 2008
Skills
Public Relations, Microsoft Excel, Financial Analysis, Financial Modeling, Event Planning, Event Management, PowerPoint, Microsoft Office, Bloomberg, Microsoft Word, Social Media, Finance, Access, Facebook, Financial Forecasting, Recruiting, Data Analysis, Customer Service
Education
University of Iowa 2010 — 2014
Bachelor of Arts (B.A.), Economics, Certificate of Entrepreneurship
Glenbrook South High School 2006 — 2010
Graduate
Carlos R. Cardenas's Wintrust Financial Corporation Experience April 2013 - Present
Job SVP Managing Director at Wintrust Commercial Bank
Industry Financial Services
Experience
Wintrust Financial Corporation April 2013 - Present
FirstMerit Bank February 2010 - April 2013
First Bank February 2009 - April 2010
JPMorgan Chase Bank, N.A. February 1999 - November 2008
Arthur Andersen LLP 1994 - 1999
Skills
Treasury Management, Commercial Banking, Credit Analysis, Commercial Lending, Middle Market, Loans, Relationship Management, Finance, Derivatives, Financial Risk, Asset Based Lending, Small Business Lending, Portfolio Management, Credit, Banking, Capital Markets, Financial Analysis, Cash Management, Mergers & Acquisitions
Education
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
BS, Accounting/Finance
Wintrust Financial Corporation April 2013 - Present
FirstMerit Bank February 2010 - April 2013
First Bank February 2009 - April 2010
JPMorgan Chase Bank, N.A. February 1999 - November 2008
Arthur Andersen LLP 1994 - 1999
Skills
Treasury Management, Commercial Banking, Credit Analysis, Commercial Lending, Middle Market, Loans, Relationship Management, Finance, Derivatives, Financial Risk, Asset Based Lending, Small Business Lending, Portfolio Management, Credit, Banking, Capital Markets, Financial Analysis, Cash Management, Mergers & Acquisitions
Education
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
BS, Accounting/Finance
Eric Huber Eric Huber's Wintrust Financial Corporation Experience July 2014 - September 2014
Job Analyst at General Growth Properties
Industry Real Estate
Experience
General Growth Properties October 2014 - Present
Wintrust Financial Corporation July 2014 - September 2014
Wintrust Financial Corporation July 2012 - July 2014
Skills
Commercial Banking, Credit, Financial Analysis, Credit Analysis
Education
University of Iowa 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
St. Viator High School 2004 — 2008
General Growth Properties October 2014 - Present
Wintrust Financial Corporation July 2014 - September 2014
Wintrust Financial Corporation July 2012 - July 2014
Skills
Commercial Banking, Credit, Financial Analysis, Credit Analysis
Education
University of Iowa 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
St. Viator High School 2004 — 2008
Jeff Eversden, CPA Jeff Eversden, CPA's Wintrust Financial Corporation Experience June 2014 - Present
Job Senior Vice President Division Head at Wintrust Financial
Industry Banking
Experience
Wintrust Financial Corporation June 2014 - Present
Wintrust Financial Corporation June 2011 - June 2013
American Chartered Bank March 2009 - June 2011
American Chartered Bank July 2006 - March 2009
Cochrance Enterprises October 2003 - June 2006
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Credit, Loans, Credit Analysis
Education
University of Illinois at Urbana-Champaign 2001 — 2005
B.S., Finance
University of Illinois at Urbana-Champaign 2001 — 2005
B.S., Accountancy
University of Illinois at Urbana-Champaign 2001 — 2005
Minor, Information Technology Studies
Wintrust Financial Corporation June 2014 - Present
Wintrust Financial Corporation June 2011 - June 2013
American Chartered Bank March 2009 - June 2011
American Chartered Bank July 2006 - March 2009
Cochrance Enterprises October 2003 - June 2006
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Credit, Loans, Credit Analysis
Education
University of Illinois at Urbana-Champaign 2001 — 2005
B.S., Finance
University of Illinois at Urbana-Champaign 2001 — 2005
B.S., Accountancy
University of Illinois at Urbana-Champaign 2001 — 2005
Minor, Information Technology Studies
T.J. Culberson-Fehling, AMS's Wintrust Financial Corporation Experience May 2006 - August 2007
Job Field Sales Consultant at Henry Schein
Industry Hospital & Health Care
Experience
Henry Schein May 2015 - Present
Cardinal Health May 2012 - May 2015
Cardinal Health November 2010 - May 2012
Gulf South Medical Supply-LTC Divison of PSS World Medical, Inc. January 2008 - August 2010
Wintrust Financial Corporation May 2006 - August 2007
Skills
New Business Development, Selling, Healthcare, Sales, Pricing, Supply Chain, Medical Devices, Medical Equipment, Key Account Management, Key Account Development, Contract Negotiation, Strategic Planning, Contract Management, Pharmaceutical Sales, SAP, Microsoft Office, Sales Operations, Cross-functional..., Cross Functional..., Solution Selling, Business Relationship..., Business Process..., Negotiation, Cross-functional Team..., Account Management, Salesforce.com, Cold Calling, Capital Equipment, Leadership
Education
University of Illinois at Urbana-Champaign 2003 — 2007
BA, Economics
Libertyville High School 1999 — 2003
Henry Schein May 2015 - Present
Cardinal Health May 2012 - May 2015
Cardinal Health November 2010 - May 2012
Gulf South Medical Supply-LTC Divison of PSS World Medical, Inc. January 2008 - August 2010
Wintrust Financial Corporation May 2006 - August 2007
Skills
New Business Development, Selling, Healthcare, Sales, Pricing, Supply Chain, Medical Devices, Medical Equipment, Key Account Management, Key Account Development, Contract Negotiation, Strategic Planning, Contract Management, Pharmaceutical Sales, SAP, Microsoft Office, Sales Operations, Cross-functional..., Cross Functional..., Solution Selling, Business Relationship..., Business Process..., Negotiation, Cross-functional Team..., Account Management, Salesforce.com, Cold Calling, Capital Equipment, Leadership
Education
University of Illinois at Urbana-Champaign 2003 — 2007
BA, Economics
Libertyville High School 1999 — 2003
Matthew Smego Matthew Smego's Wintrust Financial Corporation Experience July 2015 - Present
Job Credit Analyst at Wintrust Financial
Industry Financial Services
Experience
Wintrust Financial Corporation July 2015 - Present
Winston & Strawn LLP May 2014 - August 2014
Zaptones LLC June 2012 - July 2014
Ruth Lake Country Club March 2005 - January 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Teamwork, Microsoft Office, Customer Service, Social Media, Facebook, Leadership, Public Speaking, Event Planning, Social Networking, Access, Financial Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2015
Bachelor's Degree, Finance
Benet Academy 2007 — 2011
Wintrust Financial Corporation July 2015 - Present
Winston & Strawn LLP May 2014 - August 2014
Zaptones LLC June 2012 - July 2014
Ruth Lake Country Club March 2005 - January 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Teamwork, Microsoft Office, Customer Service, Social Media, Facebook, Leadership, Public Speaking, Event Planning, Social Networking, Access, Financial Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2015
Bachelor's Degree, Finance
Benet Academy 2007 — 2011
Anish Saran's Wintrust Financial Corporation Experience May 2015 - Present
Job
Industry Banking
Experience
Wintrust Financial Corporation May 2015 - Present
Skills
Risk Management, Strategy Development, Program Management, Business Analysis, Financial Analysis, Statistical Modeling, Economic Research, Basel II, SAS, Market Analysis, Financial Services, Financial Modeling, Enterprise Risk..., Valuation, Credit Risk, Capital Markets, Forecasting, Finance, Business Process..., Banking, Portfolio Management, Market Risk, Analytics, Strategy, Business Intelligence, Derivatives, Corporate Finance, Governance, Financial Risk
Education
University of Cincinnati 1998 — 2004
PhD, Electrical Engineering
DAV 1991 — 1993
High School
Wintrust Financial Corporation May 2015 - Present
Skills
Risk Management, Strategy Development, Program Management, Business Analysis, Financial Analysis, Statistical Modeling, Economic Research, Basel II, SAS, Market Analysis, Financial Services, Financial Modeling, Enterprise Risk..., Valuation, Credit Risk, Capital Markets, Forecasting, Finance, Business Process..., Banking, Portfolio Management, Market Risk, Analytics, Strategy, Business Intelligence, Derivatives, Corporate Finance, Governance, Financial Risk
Education
University of Cincinnati 1998 — 2004
PhD, Electrical Engineering
DAV 1991 — 1993
High School
Joseph A. Wolsfeld's Wintrust Financial Corporation Experience June 2004 - June 2005
Job Senior Vice President at MB Financial Bank
Industry Banking
Experience
MB Financial Bank August 2008 - Present
Fifth Third Bank June 2005 - July 2008
Wintrust Financial Corporation June 2004 - June 2005
Skills
Business Development, Portfolio Management, Financial Analysis, Credit Risk, Financial Modeling, Leadership Development
Education
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
B.S., Finance
Bolingbrook H.S. 1996 — 2000
MB Financial Bank August 2008 - Present
Fifth Third Bank June 2005 - July 2008
Wintrust Financial Corporation June 2004 - June 2005
Skills
Business Development, Portfolio Management, Financial Analysis, Credit Risk, Financial Modeling, Leadership Development
Education
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
B.S., Finance
Bolingbrook H.S. 1996 — 2000
Jon Kolb, CTP's Wintrust Financial Corporation Experience 2006 - October 2011
Job SVP, Head of Treasury Sales Middle Market
Industry Banking
Experience
First Midwest Bank October 2011 - Present
Wintrust Financial Corporation 2006 - October 2011
Barrington Bank & Trust Company, N.A. 2006 - October 2011
Associated Bank 2001 - 2006
Skills
Treasury Management, Commercial Banking, Cash Management, Treasury, Finance, Banking, Commercial Lending, Banking Relationships, Portfolio Management, Financial Analysis, Accounting, Credit Analysis, Mergers & Acquisitions, Risk Management, Credit, Internal Audit, Loans, Middle Market, Investments, Lines Of Credit, Small Business Lending, Cash Flow, Financial Services, Treasury Services, Relationship Management, Retail Banking, ACH, Mortgage Lending, Payments, Consumer Lending, Capital Markets
Education
University of Phoenix
BSBM, Finance & Management
Association for Financial Professionals 2005 — 2006
CTP, Finance & Management
First Midwest Bank October 2011 - Present
Wintrust Financial Corporation 2006 - October 2011
Barrington Bank & Trust Company, N.A. 2006 - October 2011
Associated Bank 2001 - 2006
Skills
Treasury Management, Commercial Banking, Cash Management, Treasury, Finance, Banking, Commercial Lending, Banking Relationships, Portfolio Management, Financial Analysis, Accounting, Credit Analysis, Mergers & Acquisitions, Risk Management, Credit, Internal Audit, Loans, Middle Market, Investments, Lines Of Credit, Small Business Lending, Cash Flow, Financial Services, Treasury Services, Relationship Management, Retail Banking, ACH, Mortgage Lending, Payments, Consumer Lending, Capital Markets
Education
University of Phoenix
BSBM, Finance & Management
Association for Financial Professionals 2005 — 2006
CTP, Finance & Management
James Larrick's Wintrust Financial Corporation Experience April 2011 - October 2013
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
Noel Levine's Wintrust Financial Corporation Experience May 2012 - July 2012
Job Available for new BI Project 11/1
Industry Information Technology and Services
Experience
Business & Decision May 2015 - Present
Neudesic January 2015 - April 2015
iCrossing October 2014 - December 2014
Insight March 2014 - October 2014
Neudesic November 2012 - March 2014
Valence Health August 2012 - October 2012
Wintrust Financial Corporation May 2012 - July 2012
Valence Health January 2012 - April 2012
Sambreel Holdings LLC September 2011 - January 2012
Wintrust Financial Corporation March 2011 - September 2011
Skills
Business Intelligence, Analytics, Microsoft SQL Server, Tableau, Financial Reporting, SSRS, SSIS, Data Warehousing, Business Analysis, SharePoint, SQL, ETL, Business Intelligence..., T-SQL, Databases, Data Analysis, Data Warehouse..., Project Management, SQL 2012, Crystal Reports, Analysis Services, XML, IT Management, Process Improvement
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
MBA, Marketing
University of Michigan 1977 — 1981
B.S.E., Industrial and Operations Engineering
Business & Decision May 2015 - Present
Neudesic January 2015 - April 2015
iCrossing October 2014 - December 2014
Insight March 2014 - October 2014
Neudesic November 2012 - March 2014
Valence Health August 2012 - October 2012
Wintrust Financial Corporation May 2012 - July 2012
Valence Health January 2012 - April 2012
Sambreel Holdings LLC September 2011 - January 2012
Wintrust Financial Corporation March 2011 - September 2011
Skills
Business Intelligence, Analytics, Microsoft SQL Server, Tableau, Financial Reporting, SSRS, SSIS, Data Warehousing, Business Analysis, SharePoint, SQL, ETL, Business Intelligence..., T-SQL, Databases, Data Analysis, Data Warehouse..., Project Management, SQL 2012, Crystal Reports, Analysis Services, XML, IT Management, Process Improvement
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
MBA, Marketing
University of Michigan 1977 — 1981
B.S.E., Industrial and Operations Engineering
Leaf, Jack's Wintrust Financial Corporation Experience September 2006 - March 2011
Job Owner, Great Clips, JAL Clippers LLC
Industry Consumer Services
Experience
Great Clips, JAL Clippers, LLC January 2011 - Present
Wintrust Financial Corporation September 2006 - March 2011
Trader Joe's November 2002 - September 2006
Skills
Marketing, Marketing Strategy, Advertising, Sales, Strategic Planning, Customer Service, Team Building
Education
University of Northern Colorado 1998 — 2002
BA, Business Marketing
Great Clips, JAL Clippers, LLC January 2011 - Present
Wintrust Financial Corporation September 2006 - March 2011
Trader Joe's November 2002 - September 2006
Skills
Marketing, Marketing Strategy, Advertising, Sales, Strategic Planning, Customer Service, Team Building
Education
University of Northern Colorado 1998 — 2002
BA, Business Marketing
Neil Pinzur's Wintrust Financial Corporation Experience September 2010 - March 2011
Job Tax Counsel at INTL FCStone Inc.
Industry Banking
Experience
INTL FCStone Inc. October 2011 - Present
Wintrust Financial Corporation September 2010 - March 2011
ABN AMRO Bank April 2009 - April 2010
ABN AMRO Bank NV-LaSalle Bank September 2000 - April 2010
Ameritech Corporation 1990 - 2000
Amoco Corporation 1981 - 1990
Margolin & Brandwein, Ltd. (now Much Schelist PC) 1979 - 1981
Arthur Young & Company (now Ernst & Young LLP) 1977 - 1979
Skills
Corporate Tax, International Tax, Tax, Accounting, Auditing, CPA, Corporate Finance, Corporate Law, Due Diligence, Finance, Financial Accounting, Financial Analysis, Financial Reporting, Internal Controls, Management, Mergers, Risk Management, Sarbanes-Oxley Act, Tax Accounting, Tax Advisory, Treasury, US GAAP
Education
University of Illinois College of Law 1974 — 1977
J.D.
University of Illinois at Urbana-Champaign - College of Business 1970 — 1974
B.S., Accounting
INTL FCStone Inc. October 2011 - Present
Wintrust Financial Corporation September 2010 - March 2011
ABN AMRO Bank April 2009 - April 2010
ABN AMRO Bank NV-LaSalle Bank September 2000 - April 2010
Ameritech Corporation 1990 - 2000
Amoco Corporation 1981 - 1990
Margolin & Brandwein, Ltd. (now Much Schelist PC) 1979 - 1981
Arthur Young & Company (now Ernst & Young LLP) 1977 - 1979
Skills
Corporate Tax, International Tax, Tax, Accounting, Auditing, CPA, Corporate Finance, Corporate Law, Due Diligence, Finance, Financial Accounting, Financial Analysis, Financial Reporting, Internal Controls, Management, Mergers, Risk Management, Sarbanes-Oxley Act, Tax Accounting, Tax Advisory, Treasury, US GAAP
Education
University of Illinois College of Law 1974 — 1977
J.D.
University of Illinois at Urbana-Champaign - College of Business 1970 — 1974
B.S., Accounting
James Butz's Wintrust Financial Corporation Experience 2015 - Present
Job Assistant Vice President Commercial Real Estate at Lake Forest Bank & Trust
Industry Banking
Experience
Wintrust Financial Corporation 2015 - Present
Inland Bank and Trust March 2013 - Present
Inland Bank and Trust December 2014 - June 2015
Inland Bancorp Holding Company March 2008 - March 2013
Optimum Realty Corporation October 2004 - March 2008
PepsiCo 2004 - 2004
Skills
Financial Analysis
Education
University of Notre Dame 2000 — 2004
Bachelor of Science (BS), Accounting
Wintrust Financial Corporation 2015 - Present
Inland Bank and Trust March 2013 - Present
Inland Bank and Trust December 2014 - June 2015
Inland Bancorp Holding Company March 2008 - March 2013
Optimum Realty Corporation October 2004 - March 2008
PepsiCo 2004 - 2004
Skills
Financial Analysis
Education
University of Notre Dame 2000 — 2004
Bachelor of Science (BS), Accounting
Joseph Hettler's Wintrust Financial Corporation Experience February 2009 - January 2010
Job Partner, TNTP
Industry Education Management
Experience
TNTP September 2011 - Present
The New Teacher Project January 2011 - September 2011
The New Teacher Project January 2010 - July 2011
Wintrust Financial Corporation February 2009 - January 2010
Wintrust Financial Corporation July 2007 - January 2009
Alliance for Catholic Education August 2005 - May 2007
Education
University of Notre Dame 2005 — 2007
Masters, Education
University of Notre Dame 2001 — 2005
BA, Marketing
TNTP September 2011 - Present
The New Teacher Project January 2011 - September 2011
The New Teacher Project January 2010 - July 2011
Wintrust Financial Corporation February 2009 - January 2010
Wintrust Financial Corporation July 2007 - January 2009
Alliance for Catholic Education August 2005 - May 2007
Education
University of Notre Dame 2005 — 2007
Masters, Education
University of Notre Dame 2001 — 2005
BA, Marketing
Phil Maurer's Wintrust Financial Corporation Experience February 2010 - October 2011
Job Vice President at FirstMerit Bank
Industry Banking
Experience
FirstMerit Bank April 2014 - Present
Bank of America October 2011 - February 2014
Wintrust Financial Corporation February 2010 - October 2011
New Century Bank May 2005 - February 2010
Skills
Commercial Lending, Small Business Lending, Credit Analysis, Commercial Banking, Loans, Consumer Lending, Mortgage Banking, Banking, Commercial Mortgages, Real Estate, Due Diligence, Financial Analysis, Loan Origination, Mortgage Lending, Underwriting, Credit Risk, Treasury Management, Lines Of Credit, Series 7, Commercial Real Estate, Credit, Portfolio Management, Retail Banking, Investments, Cash Management, Refinance, Asset Based Lending, Asset Management, FHA, Financial Services, Relationship Management, SBA, Financial Risk, Cross Selling, Real Estate Economics, Capital Markets, Private Banking, Wealth Management
Education
University of Iowa 1999 — 2002
FirstMerit Bank April 2014 - Present
Bank of America October 2011 - February 2014
Wintrust Financial Corporation February 2010 - October 2011
New Century Bank May 2005 - February 2010
Skills
Commercial Lending, Small Business Lending, Credit Analysis, Commercial Banking, Loans, Consumer Lending, Mortgage Banking, Banking, Commercial Mortgages, Real Estate, Due Diligence, Financial Analysis, Loan Origination, Mortgage Lending, Underwriting, Credit Risk, Treasury Management, Lines Of Credit, Series 7, Commercial Real Estate, Credit, Portfolio Management, Retail Banking, Investments, Cash Management, Refinance, Asset Based Lending, Asset Management, FHA, Financial Services, Relationship Management, SBA, Financial Risk, Cross Selling, Real Estate Economics, Capital Markets, Private Banking, Wealth Management
Education
University of Iowa 1999 — 2002
James McGrogan's Wintrust Financial Corporation Experience June 2011 - May 2013
Job Senior Vice President at MB Financial Bank
Industry Banking
Experience
MB Financial Bank May 2013 - Present
Wintrust Financial Corporation June 2011 - May 2013
Lakeside Bank July 2002 - June 2011
Standard Bank & Trust Company May 2001 - July 2002
Skills
Real Estate Financing, Commercial Real Estate..., Asset Dispositions, Portfolio Management, New Business Development, Property Management, Real Estate Investment..., Loan Work-outs, Transition Management, Loans, Credit Analysis, Real Estate, Commercial Real Estate
Education
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Arts, Economics & Speech Communication
MB Financial Bank May 2013 - Present
Wintrust Financial Corporation June 2011 - May 2013
Lakeside Bank July 2002 - June 2011
Standard Bank & Trust Company May 2001 - July 2002
Skills
Real Estate Financing, Commercial Real Estate..., Asset Dispositions, Portfolio Management, New Business Development, Property Management, Real Estate Investment..., Loan Work-outs, Transition Management, Loans, Credit Analysis, Real Estate, Commercial Real Estate
Education
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Arts, Economics & Speech Communication
Chris Newton's Wintrust Financial Corporation Experience January 2010 - February 2013
Job Executive Vice President at Wintrust Commercial Bank
Industry Banking
Experience
Wintrust Commercial Bank February 2013 - Present
Wintrust Financial Corporation January 2010 - February 2013
Park National Bank February 2006 - January 2010
JPMorgan Chase 2000 - 2006
American National Bank & Trust Company of Chicago 1995 - 2006
American National Bank & Trust Co. of Chicago 1994 - 2000
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Due Diligence, Finance, Financial Analysis, Loans, Middle Market, Portfolio Management, Relationship Management, Underwriting
Education
The University of Chicago 2000 — 2002
MBA, Finance, Accounting & Strategy
The University of Chicago Booth School of Business 2000 — 2002
MBA, Finance, Accounting & Strategy
Washington University in St. Louis 1991 — 1995
BA, Economics
Wintrust Commercial Bank February 2013 - Present
Wintrust Financial Corporation January 2010 - February 2013
Park National Bank February 2006 - January 2010
JPMorgan Chase 2000 - 2006
American National Bank & Trust Company of Chicago 1995 - 2006
American National Bank & Trust Co. of Chicago 1994 - 2000
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Due Diligence, Finance, Financial Analysis, Loans, Middle Market, Portfolio Management, Relationship Management, Underwriting
Education
The University of Chicago 2000 — 2002
MBA, Finance, Accounting & Strategy
The University of Chicago Booth School of Business 2000 — 2002
MBA, Finance, Accounting & Strategy
Washington University in St. Louis 1991 — 1995
BA, Economics
Debbie O'Malley, PHR's Wintrust Financial Corporation Experience January 2011 - Present
Job AVP, Human Resources at Wintrust Financial Corporation
Industry Banking
Experience
Wintrust Financial Corporation January 2011 - Present
US Bank November 2009 - January 2011
Park National Bank, now part of U.S. Bank 2005 - August 2010
FBOP Corporation 2002 - 2005
Pullman Bank 1999 - 2001
Cosmopolitan Bank 1996 - 1999
Corus Bank 1994 - 1996
Skills
Employee Relations, Recruiting, Retail Banking, Personnel Management, Onboarding, Banking, HRIS, Human Resources, Employee Benefits, Benefits Administration, Performance Management
Education
University of Illinois at Urbana-Champaign
Bachelors, Speech Communications
Wintrust Financial Corporation January 2011 - Present
US Bank November 2009 - January 2011
Park National Bank, now part of U.S. Bank 2005 - August 2010
FBOP Corporation 2002 - 2005
Pullman Bank 1999 - 2001
Cosmopolitan Bank 1996 - 1999
Corus Bank 1994 - 1996
Skills
Employee Relations, Recruiting, Retail Banking, Personnel Management, Onboarding, Banking, HRIS, Human Resources, Employee Benefits, Benefits Administration, Performance Management
Education
University of Illinois at Urbana-Champaign
Bachelors, Speech Communications
Dionne Miller's Wintrust Financial Corporation Experience April 2011 - Present
Job Managing Director, Loan Capital Markets
Industry Capital Markets
Experience
Wintrust Financial Corporation April 2011 - Present
GE Capital 2004 - April 2011
Bank of Montreal 2001 - 2004
Duff & Phelps 2000 - 2001
LaSalle Bank 1998 - 2000
Skills
Finance, Credit, Loans, Financial Modeling, Capital Markets, Financial Analysis, Portfolio Management, Credit Analysis, Due Diligence, Valuation
Education
University of Colorado Boulder - Leeds School of Business 1994 — 1998
BA, Finance
Wintrust Financial Corporation April 2011 - Present
GE Capital 2004 - April 2011
Bank of Montreal 2001 - 2004
Duff & Phelps 2000 - 2001
LaSalle Bank 1998 - 2000
Skills
Finance, Credit, Loans, Financial Modeling, Capital Markets, Financial Analysis, Portfolio Management, Credit Analysis, Due Diligence, Valuation
Education
University of Colorado Boulder - Leeds School of Business 1994 — 1998
BA, Finance
George Reimnitz's Wintrust Financial Corporation Experience March 2010 - Present
Job at Wintrust Financial Corporation
Industry Banking
Experience
Wintrust Financial Corporation March 2010 - Present
The PrivateBank and Trust Company March 2008 - February 2010
American National Bank 1988 - 2008
JP Morgan 1988 - 2008
JPMorgan Chase 1988 - 2008
American National Bank and Trust Company of Chicago 1988 - 2008
Chase Bank 1987 - 2008
Skills
Commercial Banking, Financial Analysis, Portfolio Management, Commercial Lending, Banking, Credit Analysis, Credit, Finance, Due Diligence, Loans, Mergers & Acquisitions
Education
University of Iowa 1983 — 1987
BS, Finance
University of Iowa 1983 — 1987
BS, Finance, General
Wintrust Financial Corporation March 2010 - Present
The PrivateBank and Trust Company March 2008 - February 2010
American National Bank 1988 - 2008
JP Morgan 1988 - 2008
JPMorgan Chase 1988 - 2008
American National Bank and Trust Company of Chicago 1988 - 2008
Chase Bank 1987 - 2008
Skills
Commercial Banking, Financial Analysis, Portfolio Management, Commercial Lending, Banking, Credit Analysis, Credit, Finance, Due Diligence, Loans, Mergers & Acquisitions
Education
University of Iowa 1983 — 1987
BS, Finance
University of Iowa 1983 — 1987
BS, Finance, General
Rebecca Shaoul's Wintrust Financial Corporation Experience October 2009 - February 2013
Job Senior Associate at Madison Capital Funding
Industry Financial Services
Experience
Madison Capital Funding March 2013 - Present
Wintrust Financial Corporation October 2009 - February 2013
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Credit, Loans, Financial Analysis, Banking, Portfolio Management, Small Business Lending, Underwriting, Credit Risk, Financial Modeling
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
Bachelor of Science, Finance
Madison Capital Funding March 2013 - Present
Wintrust Financial Corporation October 2009 - February 2013
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Credit, Loans, Financial Analysis, Banking, Portfolio Management, Small Business Lending, Underwriting, Credit Risk, Financial Modeling
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
Bachelor of Science, Finance
Adam Cortes's Wintrust Financial Corporation Experience February 2013 - Present
Job Business & Personal Financial Solutions. Community Outreach. Branch Manager with Barrington Bank & Trust Co. WINTRUST
Industry Banking
Experience
Wintrust Financial Corporation February 2013 - Present
JPMorgan Chase June 2005 - March 2013
Chicago Board of Trade Clerk October 2003 - May 2005
Skills
Team Building, Analysis, Finance, Investments, Financial Analysis, Management, Sales, Risk Management, Coaching, Forecasting, Spanish, Strategic Financial..., Banking, Loans, Leadership, Insurance, Operations Management, Fixed Annuities, Policy, Customer Service, Accounting, Retail, Data Analysis, Financial Services, Microsoft Office, Retirement Planning, Financial Planning
Education
University of Illinois at Chicago 1998 — 2003
Bachelor of Science, Finance and International Business
Wintrust Financial Corporation February 2013 - Present
JPMorgan Chase June 2005 - March 2013
Chicago Board of Trade Clerk October 2003 - May 2005
Skills
Team Building, Analysis, Finance, Investments, Financial Analysis, Management, Sales, Risk Management, Coaching, Forecasting, Spanish, Strategic Financial..., Banking, Loans, Leadership, Insurance, Operations Management, Fixed Annuities, Policy, Customer Service, Accounting, Retail, Data Analysis, Financial Services, Microsoft Office, Retirement Planning, Financial Planning
Education
University of Illinois at Chicago 1998 — 2003
Bachelor of Science, Finance and International Business
Brett Wallace's Wintrust Financial Corporation Experience April 2012 - July 2014
Job Commercial Banking Officer at Wintrust Financial
Industry Banking
Experience
Wintrust Financial July 2014 - Present
Wintrust Financial Corporation April 2012 - July 2014
North Shore Baseball Academy January 2012 - April 2012
Big Ten Network September 2009 - December 2011
Skills
Commercial Lending, Credit Analysis, Lines Of Credit, Credit, Bloomberg, Social Media, Financial Services, Teamwork
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Science (B.S.), Agricultural Economics
Wintrust Financial July 2014 - Present
Wintrust Financial Corporation April 2012 - July 2014
North Shore Baseball Academy January 2012 - April 2012
Big Ten Network September 2009 - December 2011
Skills
Commercial Lending, Credit Analysis, Lines Of Credit, Credit, Bloomberg, Social Media, Financial Services, Teamwork
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Science (B.S.), Agricultural Economics
Faye Fousekis's Wintrust Financial Corporation Experience January 2011 - Present
Job Senior Vice President Compliance/CRA at Wintrust Financial Corporation
Industry Banking
Experience
Wintrust Financial Corporation January 2011 - Present
Wintrust Financial Corporation March 2010 - January 2011
FBOP Corporation December 1996 - February 2010
Corus Bank June 1992 - December 1996
Skills
Consumer Protection..., Community Reinvestment..., Banking, Bank Secrecy Act, OFAC, Enterprise Risk..., Vendor Management, Loans, Financial Services, Retail Banking, KYC, Credit Analysis, Financial Institutions, USA PATRIOT Act, Credit Risk, Fraud, Loan Origination, AML, Commercial Banking, Corporate Governance, Financial Regulation
Education
University of Illinois at Chicago 1981 — 1985
Bachelors of Science, Business Management
Wintrust Financial Corporation January 2011 - Present
Wintrust Financial Corporation March 2010 - January 2011
FBOP Corporation December 1996 - February 2010
Corus Bank June 1992 - December 1996
Skills
Consumer Protection..., Community Reinvestment..., Banking, Bank Secrecy Act, OFAC, Enterprise Risk..., Vendor Management, Loans, Financial Services, Retail Banking, KYC, Credit Analysis, Financial Institutions, USA PATRIOT Act, Credit Risk, Fraud, Loan Origination, AML, Commercial Banking, Corporate Governance, Financial Regulation
Education
University of Illinois at Chicago 1981 — 1985
Bachelors of Science, Business Management
Kellie Cunningham's Wintrust Financial Corporation Experience March 2010 - Present
Job VP Compliance/CRA
Industry Banking
Experience
Wintrust Financial Corporation March 2010 - Present
FBOP Corporation 2002 - March 2010
Skills
Bank Secrecy Act, Banking, AML, OFAC, Compliance, Community Reinvestment...
Education
University of Michigan 1998 — 2002
Bachelor of Arts, Economics and Psychology
Wintrust Financial Corporation March 2010 - Present
FBOP Corporation 2002 - March 2010
Skills
Bank Secrecy Act, Banking, AML, OFAC, Compliance, Community Reinvestment...
Education
University of Michigan 1998 — 2002
Bachelor of Arts, Economics and Psychology
Jolanta Slusarski's Wintrust Financial Corporation Experience January 1999 - Present
Job VP Compliance at Wintrust Financial Corporation
Industry Financial Services
Experience
Wintrust Financial Corporation January 1999 - Present
Skills
Loans, Risk Management, Mortgage Lending, OFAC, Bank Secrecy Act, Finance, Banking, Credit Analysis
Education
University of Illinois at Chicago 1971 — 1974
BS, Liberal Arts - Teaching German
Wintrust Financial Corporation January 1999 - Present
Skills
Loans, Risk Management, Mortgage Lending, OFAC, Bank Secrecy Act, Finance, Banking, Credit Analysis
Education
University of Illinois at Chicago 1971 — 1974
BS, Liberal Arts - Teaching German
Melissa Mancini's Wintrust Financial Corporation Experience July 2010 - Present
Job Commercial Banking Officer Government, Nonprofit & Healthcare Banking
Industry Banking
Experience
Wintrust Financial Corporation July 2010 - Present
MB Financial Bank July 2010 - July 2010
Park National Bank July 2009 - January 2010
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
Finance
Wintrust Financial Corporation July 2010 - Present
MB Financial Bank July 2010 - July 2010
Park National Bank July 2009 - January 2010
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
Finance
Alan Silber's Wintrust Financial Corporation Experience 2006 - 2008
Job Senior Commercial Real Estate Lending | Business Development | Financing | Banking | Credit Administration
Industry
Experience
PCP January 2009 - Present
Wintrust Financial Corporation 2006 - 2008
First Midwest Bank 2003 - 2006
BB&T 1999 - 2003
Wells Fargo 1997 - 1999
Skills
Commercia Real Estate~..., Real Estate Development..., Business Development ~..., Targeted Sales ~..., Strong Negotiation ~..., Economic Analysis..., Entrepreneurship ~..., Lending, Loans, Investment Properties, Private Equity ~..., Capital Markets..., Business Development ~..., Financial Modeling ~..., Marketing Tactics ~..., Investments Leases ..., CMBS Dispositions..., Construction Loans ..., Valuation Cash Flow..., Loan Syndication ..., Construction Lending ..., Customer Service, Credit, Financial Modeling, Microsoft Excel, Real Estate, Budgets, Portfolio Management, Marketing, Strategic Planning, Research, Public Speaking, Outlook, Mergers & Acquisitions, Sales, Investments, Management, Commercial Real Estate, Commercial Banking, Banking, Financial Analysis, Negotiation, Commercial Lending, Asset Management, Business Development, Commercial Mortgages, Financial Structuring, Underwriting, Analysis, Microsoft SQL Server
Education
University of Colorado at Boulder 1987 — 1991
Bachelor of Science (BS), Finance
University of Colorado at Boulder - Leeds School of Business
PCP January 2009 - Present
Wintrust Financial Corporation 2006 - 2008
First Midwest Bank 2003 - 2006
BB&T 1999 - 2003
Wells Fargo 1997 - 1999
Skills
Commercia Real Estate~..., Real Estate Development..., Business Development ~..., Targeted Sales ~..., Strong Negotiation ~..., Economic Analysis..., Entrepreneurship ~..., Lending, Loans, Investment Properties, Private Equity ~..., Capital Markets..., Business Development ~..., Financial Modeling ~..., Marketing Tactics ~..., Investments Leases ..., CMBS Dispositions..., Construction Loans ..., Valuation Cash Flow..., Loan Syndication ..., Construction Lending ..., Customer Service, Credit, Financial Modeling, Microsoft Excel, Real Estate, Budgets, Portfolio Management, Marketing, Strategic Planning, Research, Public Speaking, Outlook, Mergers & Acquisitions, Sales, Investments, Management, Commercial Real Estate, Commercial Banking, Banking, Financial Analysis, Negotiation, Commercial Lending, Asset Management, Business Development, Commercial Mortgages, Financial Structuring, Underwriting, Analysis, Microsoft SQL Server
Education
University of Colorado at Boulder 1987 — 1991
Bachelor of Science (BS), Finance
University of Colorado at Boulder - Leeds School of Business
Taylor Stout's Wintrust Financial Corporation Experience October 2006 - May 2008
Job Independent Agent at Payline Data Services
Industry Financial Services
Experience
Payline Data Services February 2014 - Present
P&S Properties LLC 2009 - Present
Borealis by Polybrite International March 2011 - March 2012
Smart Brite LED and Energy Solutions March 2011 - March 2012
University of Illinois Interdisciplinary Product Design sponsored by Dell, Inc. August 2009 - May 2010
Wintrust Financial Corporation October 2006 - May 2008
M&I Trust Company June 2005 - August 2005
Skills
Financial Analysis, Project Planning, Business Development, Product Development, Cross-functional Team..., Leadership, Analysis, Finance, Budgets, Management, Market Research, Marketing, Energy, Credit
Education
University of Illinois at Chicago 2008 — 2010
MBA, Marketing, Entrepreneurship
University of Illinois at Chicago 2008 — 2010
MBA, Marketing
University of Illinois at Urbana-Champaign 2001 — 2005
BS Accounting, BS, Finance
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
B.S., Accounting, Finance
Payline Data Services February 2014 - Present
P&S Properties LLC 2009 - Present
Borealis by Polybrite International March 2011 - March 2012
Smart Brite LED and Energy Solutions March 2011 - March 2012
University of Illinois Interdisciplinary Product Design sponsored by Dell, Inc. August 2009 - May 2010
Wintrust Financial Corporation October 2006 - May 2008
M&I Trust Company June 2005 - August 2005
Skills
Financial Analysis, Project Planning, Business Development, Product Development, Cross-functional Team..., Leadership, Analysis, Finance, Budgets, Management, Market Research, Marketing, Energy, Credit
Education
University of Illinois at Chicago 2008 — 2010
MBA, Marketing, Entrepreneurship
University of Illinois at Chicago 2008 — 2010
MBA, Marketing
University of Illinois at Urbana-Champaign 2001 — 2005
BS Accounting, BS, Finance
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
B.S., Accounting, Finance
Klaudia Liszka's Wintrust Financial Corporation Experience July 2015 - Present
Job Commercial Banking Credit Officer at Wintrust Financial
Industry Banking
Experience
Wintrust Financial Corporation July 2015 - Present
Wintrust Financial July 2013 - July 2015
Wintrust Financial June 2013 - June 2013
Suzuki of Glenview May 2012 - December 2012
The Clerk of the Circuit Court of Cook County November 2008 - November 2012
Illinois Coalition of Immigrant and Refugee Rights May 2012 - August 2012
ULTA Beauty May 2010 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Research, Public Speaking, Outlook, Social Media, Event Planning, Spanish, Data Analysis, Facebook, Teamwork
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Arts (B.A.), Economics
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Arts (BA), Economics
Maine South High School 2005 — 2009
High School Diploma, High School/Secondary Diplomas and Certificates
Wintrust Financial Corporation July 2015 - Present
Wintrust Financial July 2013 - July 2015
Wintrust Financial June 2013 - June 2013
Suzuki of Glenview May 2012 - December 2012
The Clerk of the Circuit Court of Cook County November 2008 - November 2012
Illinois Coalition of Immigrant and Refugee Rights May 2012 - August 2012
ULTA Beauty May 2010 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Research, Public Speaking, Outlook, Social Media, Event Planning, Spanish, Data Analysis, Facebook, Teamwork
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Arts (B.A.), Economics
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Arts (BA), Economics
Maine South High School 2005 — 2009
High School Diploma, High School/Secondary Diplomas and Certificates
Chad Howard's Wintrust Financial Corporation Experience July 2012 - October 2012
Job Product Consultant at Solstice Mobile
Industry Information Technology and Services
Experience
Solstice Mobile April 2014 - Present
Solstice Mobile December 2012 - April 2014
Wintrust Financial Corporation July 2012 - October 2012
University of Iowa Dance Marathon February 2011 - March 2012
Starcom MediaVest Group June 2010 - August 2010
STHoward Development January 2008 - August 2008
Skills
Credit Analysis, Banking, Financial Analysis, Event Planning, Microsoft Excel, Mobile Technology, PowerPoint, Fundraising, Event Management, Project Management, Marketing, Mobile Applications, Certified Scrum Master..., Scrum, Agile Methodologies, Agile Project Management, Quality Assurance, Wire Framing, Agile Testing, Sales, Financial Services, Business Strategy, Business Planning, Word, Excel, New Business Development, Advertising, Microsoft Word, Always Punctual, Facebook, Product Development, Integrated Marketing, Cookies
Education
University of Iowa 2008 — 2012
Bachelor of Business Administration (BBA), Finance
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
BBA, Finance
Waukee High School 2004 — 2008
Solstice Mobile April 2014 - Present
Solstice Mobile December 2012 - April 2014
Wintrust Financial Corporation July 2012 - October 2012
University of Iowa Dance Marathon February 2011 - March 2012
Starcom MediaVest Group June 2010 - August 2010
STHoward Development January 2008 - August 2008
Skills
Credit Analysis, Banking, Financial Analysis, Event Planning, Microsoft Excel, Mobile Technology, PowerPoint, Fundraising, Event Management, Project Management, Marketing, Mobile Applications, Certified Scrum Master..., Scrum, Agile Methodologies, Agile Project Management, Quality Assurance, Wire Framing, Agile Testing, Sales, Financial Services, Business Strategy, Business Planning, Word, Excel, New Business Development, Advertising, Microsoft Word, Always Punctual, Facebook, Product Development, Integrated Marketing, Cookies
Education
University of Iowa 2008 — 2012
Bachelor of Business Administration (BBA), Finance
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
BBA, Finance
Waukee High School 2004 — 2008
Bridget Morton's Wintrust Financial Corporation Experience September 2013 - Present
Job Credit Analyst at Wintrust Financial Corporation
Industry Banking
Experience
Wintrust Financial Corporation September 2013 - Present
Target July 2012 - August 2013
Target June 2011 - August 2011
Skills
Team Leadership, Employee Training, leadership development, Logistics Management, Team Management, Leadership Development, Sales, Management, Microsoft Office, PowerPoint
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Business Process Management and Marketing
Wintrust Financial Corporation September 2013 - Present
Target July 2012 - August 2013
Target June 2011 - August 2011
Skills
Team Leadership, Employee Training, leadership development, Logistics Management, Team Management, Leadership Development, Sales, Management, Microsoft Office, PowerPoint
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Business Process Management and Marketing
Wendy Schenker's Wintrust Financial Corporation Experience December 2005 - Present
Job Vice President/Marketing at Wintrust Financial Corporation
Industry Financial Services
Experience
Wintrust Financial Corporation December 2005 - Present
The Center for Egg Options January 2000 - December 2005
Skills
Direct Marketing
Education
University of Denver 1978 — 1982
BA, Mass Communications
Wintrust Financial Corporation December 2005 - Present
The Center for Egg Options January 2000 - December 2005
Skills
Direct Marketing
Education
University of Denver 1978 — 1982
BA, Mass Communications
Kevin Matsuo's Wintrust Financial Corporation Experience April 2012 - July 2013
Job FrontEnd Web Developer at Old Town School of Folk Music
Industry Fine Art
Experience
Old Town School of Folk Music May 2015 - Present
UniformMarket LLC March 2014 - May 2015
Med-Vet International August 2013 - March 2014
Wintrust Financial Corporation April 2012 - July 2013
Lillstreet Art Center April 2012 - September 2012
Fox Theatre, St. Louis October 2011 - January 2012
CAMP (Community, Arts, & Movement Project) October 2011 - January 2012
Contemporary Art Museum St. Louis September 2011 - January 2012
East St Louis Action Research Project April 2011 - April 2011
Skills
Photoshop, Photography, Adobe Creative Suite, Video Editing, Graphic Design, Screen Printing, InDesign, Video, After Effects, Printmaking, Lithography, Image Editing, Adobe Acrobat, HTML5, jQuery, CSS, Premiere, 35mm, Layout, Drawing, Digital Photography, Brochures, Creative Direction, Final Cut Pro, Advertising, Social Media Marketing, Web Design
Education
University of Illinois at Urbana-Champaign 2009 — 2011
BFA, Painting
Western Illinois University 2006 — 2009
BFA, Printmaking
Old Town School of Folk Music May 2015 - Present
UniformMarket LLC March 2014 - May 2015
Med-Vet International August 2013 - March 2014
Wintrust Financial Corporation April 2012 - July 2013
Lillstreet Art Center April 2012 - September 2012
Fox Theatre, St. Louis October 2011 - January 2012
CAMP (Community, Arts, & Movement Project) October 2011 - January 2012
Contemporary Art Museum St. Louis September 2011 - January 2012
East St Louis Action Research Project April 2011 - April 2011
Skills
Photoshop, Photography, Adobe Creative Suite, Video Editing, Graphic Design, Screen Printing, InDesign, Video, After Effects, Printmaking, Lithography, Image Editing, Adobe Acrobat, HTML5, jQuery, CSS, Premiere, 35mm, Layout, Drawing, Digital Photography, Brochures, Creative Direction, Final Cut Pro, Advertising, Social Media Marketing, Web Design
Education
University of Illinois at Urbana-Champaign 2009 — 2011
BFA, Painting
Western Illinois University 2006 — 2009
BFA, Printmaking
Sandy Durek's Wintrust Financial Corporation Experience June 2011 - Present
Job Vice President at Wintrust Financial Corporation
Industry Financial Services
Experience
Wintrust Financial Corporation June 2011 - Present
First Chicago Bank & Trust April 2008 - June 2011
Education
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
BS, Industrial Distribution Management
Wintrust Financial Corporation June 2011 - Present
First Chicago Bank & Trust April 2008 - June 2011
Education
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
BS, Industrial Distribution Management
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY