Trust Officer at The Northern Trust Company
Greater Chicago Area
Industry Financial Services
Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, fiduciary and banking solutions to corporations, institutions and affluent individuals. For nearly 120 years, we have evolved with the changing needs of our clients and our world.
To achieve your financial objectives, you need a partner you can trust. Our clients' trust helped us become a global leader in asset management, asset servicing, wealth management and banking. Northern Trust (NASDAQ: NTRS) offers you exceptional service backed by innovative technology and the latest economic research from our industry-renowned experts.
Education: University of Saint Thomas School of Law J.D. Business & Corporate Law; Tax; Estate Planning 2004 - 2007 University of Wisconsin-Madison B.A. History 2002 – 2003 Activities and Societies: Phi Sigma Theta National Honor Society Iowa State University 1999 – 2001 I transferred to the University of Wisconsin - Madison from Iowa State University. Eden Prairie High School 1995 – 1999
Experience: Trust Officer Northern Trust Public Company; NTRS; Banking industry July 2007 – Present (2 years 9 months) *Assist the Trust Administrator and Senior Relationship Manager in the day to day aspects of administering revocable trusts, irrevocable trusts, family limited partnerships and charitable trusts *Manage corporate and foundation accounts *Participate in the account acceptance process, discretionary analysis, distributions and client service review process *Operate around fiduciary standards, principles and bank operations that will insure client expectations are met *Build and maintain clients’ relationships with the institution
Audit Intern Deloitte Partnership; Management Consulting industry March 2006 – May 2007 (1 year 3 months) Audited data-entries from residential mortgage loans bought by client, which are securitized and then sold to various third-party underwriters Compiled demographic data from homeowner mortgage loan files for the Federal Financial Institutions Examination Council in compliance with the Home Mortgage Disclosure Act
.gif)