Experience

Northern Trust

• United States
• Financial Services
• 700 & Above Employee

• Senior Vice President, Banking Relationship Advisor- Wealth Management

  • 2015 - Present

  •Senior Banker building a book of high net-worth clients including those in private equity, public and private businesses, family offices and retirement. • Strategic advisor for existing clientele and prospector for customers with needs across credit, deposit, trust, investment, estate and financial planning solutions. •Deepening bank's offerings of credit, cash management, planning and investments for partners and firms in private equity and venture capital. •Cross sell specialty credit in areas such as commercial real estate, non-profit and and legal services. Show less



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Executive Director / Senior Private Banker

  • 2006 - 2015

  • Team leader and strategic advisor for high net-worth clients, private equity firms and partners and family offices. Advised existing clientele and prospected for customers with needs across investment, credit, deposit, trust and financial planning solutions. • Business developer and relationship manager for client hierarchies that generated $4.0MM of revenue. • Consistently achieved top rank in new revenue generation and increased revenue base during challenging economic conditions and changing sales model. • Rebuilt prospect base pursuant to JPM decision to reduce exposure to private equity firms and partners. • Managed complex relationships across all wealth management disciplines. Restructured and re-priced credits and implemented new risk and control agenda with zero client losses. • Advise clients well in the context of market volatility, resulting in stable and growing book. Show less



LaSalle Bank

• Banking
• 300 - 400 Employee

• First Vice President / New Business Development

  • 2001 - 2006

  • Sourced new clients and closed investment advisory, trust, and custody accounts for not-for-profit, corporate and high-net-worth customers. • Initiated banking, loan, insurance, and brokerage business. • Cultivated internal and external referral source network. • Sourced new clients and closed investment advisory, trust, and custody accounts for not-for-profit, corporate and high-net-worth customers. • Initiated banking, loan, insurance, and brokerage business. • Cultivated internal and external referral source network.



Bank One

• Banking
• 200 - 300 Employee

• Vice President / Senior Investment Consultant

  • 1998 - 2001

  • Applied asset allocation and investment diversification principles to client accounts as licensed broker.• Primary contact for clients investing in in third party and in-house offerings and delivered fiduciary services. • Attained 300% of new investment revenue goals.

• Vice President / Private Banking / Relationship Manager

  • 1988 - 1998

  • Top Private Banker for multiple cross sales award programs. • Developed private banking relationships with 150 entrepreneurs in various industries.• Negotiated, structured, and documented complex specialized loans. Exceeded loan origination goals.• Structured and implemented problem loan strategies for real estate professionals through recession of 1990 - 1991, resulting in zero loan losses.• Cross-sold corporate finance products, cash management services, mortgages, and consumer loans. Show less



First National Bank of Chicago

• Greater Chicago Area

• Corporate Banking Officer / Global Corporate Bank

  • 1986 - 1988

  • Evaluated risks, modeled cash flow projections and authored credit packages for corporations. • Underwrote loan transactions in Specialized Industries Group: communications, trucking, securities and commodities, retail, and financial services. • Completed Corporate Finance Development Program - including credit process, capital structure, corporate finance, accounting, and product marketing. • Evaluated risks, modeled cash flow projections and authored credit packages for corporations. • Underwrote loan transactions in Specialized Industries Group: communications, trucking, securities and commodities, retail, and financial services. • Completed Corporate Finance Development Program - including credit process, capital structure, corporate finance, accounting, and product marketing.