Experience

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  Northern Trust Corporation

  • Chicago, Illinois, United States

  • Second Vice President, Senior Consultant, Total Portfolio Solutions

    • Apr 2022 - Present
    • Chicago, Illinois, United States

    •Represented Total Portfolio Solutions practice in client-facing meetings and presentations as a subject-matter expert on reporting, audit, and performance-related service offerings for Alternative Assets. •Leveraged new product initiatives by providing consultative oversight and advice to client...

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  Inspira Financial

  • Oak Brook, Illinois

  • Senior Relationship Specialist, Advisor Services

    • Apr 2015 - Apr 2022
    • Oak Brook, Illinois

    •Served as a dedicated point of contact for financial advisors, institutional clients and fund sponsors of independent custodian with alternative investments inquiries and administration. •Enhanced key fund sponsor relationships to foster seamless onboarding and promote additional investment oppo...

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  Lowe's Home Improvement

  • Naperville, Illinois

  • Sales Specialist/Customer Service Associate

    • Apr 2010 - Jan 2015
    • Naperville, Illinois

    •Exceeded customer and managerial expectations in providing exceptional customer service to retail and wholesale clients of home improvement warehouse. •Enhanced order management procedures by working closely with management to maximize efficiency and provide thorough follow-up. •Achieved Regio...

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  Waterstone Financial Group

  • Itasca, IL

  • Trading Assistant

    • Nov 2006 - Sep 2009
    • Itasca, IL

    •Thrived in a role as a primary contact for trade and brokerage-related questions for investment representatives using the Mesirow Financial and Pershing clearing platforms.•Built strong professional relationships with representatives and clients regarding account information and trade issue reso...

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  DWS Group

  • Chicago, IL

  • Investment Associate

    • Jan 2004 - Mar 2006
    • Chicago, IL

    •Evaluated and provided prompt, organized, written solutions to legal and investment-based issues regarding deceased and incapacitated shareholders.•Excelled in an integral position in a coordinated correspondence team, where daily productivity and quality goals were dependent on the close cooper...