Top Trust Officers in Greater Chicago Area

Richard Magnone

Attorney at Law & Co-Founder

Greater Chicago Area

Attorney at Law & Co-Founder

Attorney at Law

Associate Land Trust Officer

Law Clerk

University of Notre Dame Law School

Marquette University

Recommendations: 6

Estate Planning

Trusts

Corporate Law

Real Estate Transactions

Wills

evictions

lease drafting and review

probate

Matt Tushman

Senior Vice President, Manager of Wealth Management Tax Services

Greater Chicago Area

Senior Vice President, Manager of Wealth Management Tax Services

Senior Vice President, Head of Performance Measurement, Data Management, and Client Reporting

Vice President - Senior Product Manager, Corporate & Institutional Services

Product Manager

Second Vice President - Manager, Operations & Technology

Assistant Vice President

Trust Officer

Business Analyst

DePaul University - Charles H. Kellstadt Graduate School of Business

Western Michigan University

Recommendations: 4

Asset Managment

Cross-functional Team Leadership

Risk Management

Product Development

Vendor Management

Asset Management

Analytics

Management

Rob Buckley

Senior Vice President

Greater Chicago Area

Senior Vice President

Board Member

Second Vice President

Trust Officer

Bradley University

Recommendations: 3

Customer Relations

Securities

Executive Management

Customer Service

Change Management

Banking

Business Networking

CRM

Pamela (Thanasouras) Turner

Joanne Braun

Director, Trust and Estate Services

Greater Chicago Area

Director, Trust and Estate Services

Senior Trust Officer

Field Representative

American Bankers Association Trust School

DePaul University - Charles H. Kellstadt Graduate School of Business

University of Illinois at Urbana-Champaign

Recommendations: 2

Investments

Financial Planners

Estate Administration

Fundraising

Finance

Wealth Management Services

Wealth Management

High Net Worth Individuals

j****[email protected]

Manager

Greater Chicago Area

Manager

Principal, Wealth Management Global Services

Vice President

Vice President, Integration Services

Project Manager

QA Manager

Project Leader/PM

QA Tester

Trust Officer, Global Custody Services

Administrative

Keller Graduate School of Management of DeVry University

Northern Illinois University - College of Business

Recommendations: 2

Process Improvement

Team Management

Business Process

Consultancy

Program Management

Business Strategy

Wealth Management

Business Analysis

Glenn Becker

Senior Counsel

Greater Chicago Area

Senior Counsel

Senior Counsel - Real Estate Group

Of Counsel - Real Estate Group

Real Estate Attorney

Attorney, Community Center Division

Trust Officer

Associate Attorney

University of Illinois College of Law

University of Michigan

Highland Park High School

Recommendations: 2

Real Estate Transactions

Leases

Disposition

Due Diligence

Real Estate Development

Commercial Real Estate

Acquisitions

Brokerage

g****[email protected]

David Gagen

Agent Representative

Greater Chicago Area

Agent Representative

Senior Vice President

Sales Executive

VP Wealth Management Advisor

VP Investment Management and Trust Services

VP-Client Advisory Officer

Trust Officer

Branch Manager - Officer

Tri-State University

Recommendations: 2

Wealth Management

Trust Services

Asset Management

Cross Selling

Wealth Transfer

High Net Worth Individuals

Retirement Services

Client Experience

Anton J. Britton

Vice President - Client Operational Consultant

Greater Chicago Area

Vice President - Client Operational Consultant

Vice President, Global Family & Private Investment Offices

Sr. Consultant

Relationship Manager

Trust Officer

DePaul University

Recommendations: 1

Banking

Financial Services

Loans

Restructuring

Risk Management

Project Management

Credit

International Project...

a****[email protected]

Karen Schroeder

Managing Trust Officer

Greater Chicago Area

Managing Trust Officer

Owner and Founder

Vice President, Personal Trust Relationship Manager

Vice President, Trust Advisor

Vice President, Personal Trust and Estate Administrator

Trust Officer, Estate Administration Training Coordinator

Northwestern University

Recommendations: 1

Asset Allocation

Estate Planning

Asset Managment

Trusts

Investments

Financial Services

Asset Management

Risk Management

k****[email protected]

Guy Sclafani

Senior Vice President - Investment Relationship Manager

Greater Chicago Area

Senior Vice President - Investment Relationship Manager

Vice President - Relationship Manager

Second Vice President - New Business Consultant

Trust Officer - Account Administrator

Team Leader/Reporting Analyst

The University of Chicago Booth School of Business

Loyola University Chicago

Recommendations: 0

New Business Development

Equities

Mutual Funds

Asset Allocation

Alternative Investments

Investments

Asset Management

Fixed Income

g****[email protected]

Michelle Hermann

Investment Advisor and Principal

Greater Chicago Area

Investment Advisor and Principal

Senior Vice President & Trust Officer

President

AVP

Quinlan School of Business, Loyola University Chicago

Illinois State University

Recommendations: 0

Portfolio Management

Asset Managment

Investments

Wealth Management

Strategic Financial Planning

Asset Allocation

Investment Management

Estate Planning

m*****@gimllc.com

Beth Engel

Senior Vice President, Senior Fiduciary Advisory Specialist

Greater Chicago Area

Senior Vice President, Senior Fiduciary Advisory Specialist

SVP - Trust Officer

Attorney

Estate Planning Attorney

Corporate/Transactional Attorney

Tax Attorney

University of Wisconsin-Madison

University of Illinois at Urbana-Champaign

Buffalo Grove High School

Recommendations: 0

Mark DeGrazia

Commercial Surety Manager

Greater Chicago Area

Commercial Surety Manager

Senior Account Executive - Commercial Surety

Account Executive - Financial Lines (Commercial Surety & Management Liability)

Senior Equity Analyst - Closely Held Asset Management

Trust Officer - Land Trust

DePaul University - Charles H. Kellstadt Graduate School of Business

Eastern Illinois University

St. Patrick High School

Recommendations: 0

Financial Analysis

Credit Analysis

Surety Bonds

Business Valuation

Insurance

Underwriting

Directors & Officers Liability

Finance

Brian Robinson

Senior Vice President - Head of Wealth Management's Digital Platform

Greater Chicago Area

Senior Vice President - Head of Wealth Management's Digital Platform

Senior Vice President - Product Manager for Partner Mobility

Vice President

Second Vice President

Trust Officer

Bradley University

Bettendorf High School

Recommendations: 0

Project Management

Product Management

iOS

iPad

Product Development

Social Media

Business Intelligence

iPhone

b*****@bhr1.org

Andrew Bertsos

Section Manager

Greater Chicago Area

Section Manager

Trust Officer |Team Leader UVRS

Technical Coordinator

Fund Accountant

Loyola University of Chicago

University of Illinois at Urbana-Champaign

Recommendations: 0

Mutual Funds

Bloomberg

Banking

Fixed Income

Financial Analysis

Valuation

401k

Financial Reporting

a****[email protected]

Namrata Kanal

Vice President and Trust Officer

Greater Chicago Area

Vice President and Trust Officer

Financial Services Representative

Recommendations: 0

Wealth Management and Trust Administration

Portfolio Management

Financial Services

Wealth Management

Estate Planning

Retirement Planning

Mutual Funds

Team Building

n****[email protected]

Susan Hedlund

Senior Relationship Manager

Greater Chicago Area

Senior Relationship Manager

Associate Wealth Advisor

Wealth Advisory Administration Team Leader

Wealth Management & Trust Officer

University of Illinois at Urbana-Champaign

Recommendations: 0

Wealth Management

Asset Allocation

Strategic Financial...

Investment...

Transition Management

Client Relationship...

Client Services

CRM

s****[email protected]

Rebecca Dauparas

Client Advisor - Management Liability Practice

Greater Chicago Area

Client Advisor - Management Liability Practice

National Fiduciary Liability Practice Leader

Director, Management and Professional Liability

Underwriting Director, Commercial Executive Liability

Account Manager, Commercial Executive Liability

Trust Officer - Corporate Trust Administrator - Large Corporate ERISA

Associate Consultant - Information Technology

University of Illinois at Urbana-Champaign

Recommendations: 0

Insurance

Liability

Property & Casualty Insurance

Leadership

Fiduciary Liability

ERISA

Directors & Officers Liability

Employment Practices Liability

Kurt Anderson

Director of Tax

Greater Chicago Area

Director of Tax

Director of Finance & Tax

Policy Committee

Principal in Charge - Tax

Attorney, CFO

Attorney of Counsel

Sr. Manager - Tax

Senior Trust Officer

Attorney

Tax Senior

John Marshall Law School

University of Illinois at Urbana-Champaign

Recommendations: 0

Tax

Estate Planning

Tax Law

Tax Advisory

Partnership Taxation

International Tax

CPA

Corporate Tax

k****[email protected]

Tom McCully

Associate Investment Manager / Senior Trust Officer

Greater Chicago Area

Associate Investment Manager / Senior Trust Officer

Adjunct Faculty Member

Managing Director of Fiduciary Services

Senior Vice President & Managing Director

Associate Adjunct Professor

Adjunct Professor - School of Business

Of Counsel

Manager, Taxes and Estate Planning

University of Florida - Fredric G. Levin College of Law

University of Puget Sound School of Law

Wheaton College

University of Washington

Recommendations: 0

Public Speaking

Non-profits

Estate Planning

Investments

Strategic Planning

Strategic Financial Planning

Financial Analysis

Fundraising

t****[email protected]

Brian Stumpf

Director of Vendor Programs

Greater Chicago Area

Director of Vendor Programs

Vendor Relations Manager

Assistant Vice President - Product Manager

Risk Manager

Trust Officer / Sr. Analyst

The University of Chicago - Booth School of Business

London Business School

University of Illinois at Urbana-Champaign - College of Business

Recommendations: 0

Fixed Income

Management

Financial Risk

Business Development

Finance

Financial Modeling

b****[email protected]

Marie Marks

Manager Marketing Communications

Greater Chicago Area

Manager Marketing Communications

Global Fluid Systems Marketing

Trust Officer for Hinsbrook Bank and Marketing for Wayne Hummer

Senior Manager, Market Development

Director, Product Development

University of Iowa

Recommendations: 0

Marketing Strategy

Medical Devices

Product Development

Cross-functional Team...

Marketing

Product Management

Leadership

Six Sigma

William H. Channon CFP®

Managing Director & Senior Investment Advisor

Greater Chicago Area

Managing Director & Senior Investment Advisor

Sr. Vice President & Trust Officer

Vice President & Sr. Trust Officer

DePaul University

University of Iowa

Recommendations: 0

w****[email protected]

Darrell Harris

Vice President, Specialist, Enterprise Operations

Greater Chicago Area

Vice President, Specialist, Enterprise Operations

Vice President, Client Service Delivery Manager, Investment Operations Outsourcing

Vice President, Division Manager, Wealth Management and Foundations/Endowments

Vice President, Division Manager, Large Corporate

Vice President, Division Manager, Corporate & Institutional Services

2nd Vice President, Section Manager, Large Corporate

Trust Officer, Section Manager, Operations & Technology

Auditor, Unit Trust Division

Eastern Illinois University

Recommendations: 0

Fixed Income

Wealth Management

Asset Management

Securities

Equities

Financial Services

Investments

Middle Office

Sherri Nugent

Broker/Realtor

Greater Chicago Area

Broker/Realtor

Vice President and Trust Officer

Trust Administrator

Benedictine University

Northern Illinois University - College of Business

Recommendations: 0

First Time Home Buyers

Short Sales

Buyer Representation

Foreclosures

Sellers

REO

Single Family Homes

Condos

s****[email protected]

Robert Gayle

Investment Product Manager - Vice President

Greater Chicago Area

Investment Product Manager - Vice President

Client Relationship Manager - Second Vice President

Senior Investment Manager Relationship Representative - Trust Officer

Private Equity Securities Analyst

The University of Chicago - Booth School of Business

University of Kentucky

Recommendations: 0

Asset Managment

Investment Management

Wealth Management

Investments

Wealth Management...

Global Custody

Asset Allocation

Asset Management

Patrick DeCraene

Member - Board of Advisors

Greater Chicago Area

Member - Board of Advisors

Director

Senior Vice President

Vice President - Trust Company

Trust Officer, DCS

DCS

Benedictine University

Quigley

Recommendations: 0

ESOP

Mergers

ERISA

Investments

Fairness Opinions

Retirement

Defined Benefit

Pensions

MICHELE MARTELLO

Vice President and Team Leader

Greater Chicago Area

Vice President and Team Leader

Vice President & Administration Manager

Vice President

Administrator

Trust Officer

Cannon Financial Institute

Olivet Nazarene University

Carl Sandburg High School

Recommendations: 0

Kacie Ensign

Donor Relations Coordinator

Greater Chicago Area

Donor Relations Coordinator

Trust Officer

Indiana University Bloomington

Recommendations: 0

Nonprofits

Event Planning

Community Outreach

Fundraising

Event Management

Public Relations

Marketing Communications

Social Networking

k****[email protected]

Derric Walker

Vice President & Client Support Service Manager

Greater Chicago Area

Vice President & Client Support Service Manager

Vice President and Personal Trust Relationship Manager

Second Vice President and Associate Relationship Manager

Trust Officer and Associate Relationship Manager

Personal Trust Assistant Relationship Manager

Divisional Associate

University of St. Francis

Recommendations: 0

PowerPoint

Excel

Word

Wealth Management Services

Banking

Microsoft Excel

Microsoft Word

Strategic Planning

d*****@sbcglobal.net

Larry Rafferty

Attorney

Greater Chicago Area

Attorney

Vice President and Trust Officer

Vice President and Senior Trust Officer

The John Marshall Law School

Southern Illinois University, Carbondale

Niles Township East High School

Recommendations: 0

Estate Planning

Probate

Trusts

Estate Administration

Real Estate

Asset Protection

Wills

Investments

Penelope Johns-Thompsen

Vice President and Trust Officer

Greater Chicago Area

Vice President and Trust Officer

AVP and Bank Manager

National Louis University, Evanston IL

National College of Education, Evanston IL

McHenry County College

Recommendations: 0

Retail Banking

Small Business Lending

Commercial Lending

Loans

Nonprofits

Banking

Commercial Banking

Credit

Laurence Dooley

Sales Representative

Greater Chicago Area

Sales Representative

Associate

Principal

Vice President

Trust Officer

Director

Vice President

Vice president

Vice President

Salesman

Officer

College For Financial Planning

Xavier University

Loyola Academy, Wilmette, Illinois

Recommendations: 0

Raising Investment Capital for Real Estate

Disposition

Real Estate

Investments

Asset Managment

Real Estate Economics

Due Diligence

Investment Properties

Marcia Hickey

Trust Officer

Greater Chicago Area

Trust Officer

Sales Representative

Merchant Representative

Licensed Real Estate Agent

Senior Supervisor

Saint Mary's College

Recommendations: 0

Negotiation

Fundraising

Real Estate

Sales

Marketing

Problem Solving

Project Management

Product Management

Debbie Rollo

Vice President & Senior Trust Officer

Greater Chicago Area

Vice President & Senior Trust Officer

Asst. Vice President & Trust Officer

Asst. Trust Officer, Operations Coordinator

Trust Assistant, Drive Up Manager, Vault Teller

Recommendations: 0

Investments

Private Banking

Investment Management

Retirement

Financial Planners

Banking

Credit

Non-profits

George Connor

Financial Advisor, Vice President

Greater Chicago Area

Financial Advisor, Vice President

Investment Advisor

Senior Client Relationship Manager

Director, Client Relationship Manager and Business Development

Vice President, Institutional Sales

Associate Portfolio Manager, Personal Investment Management Group

Trust Officer and Account Executive, Master Trust Services Division

Northwestern University - Kellogg School of Management

University of Notre Dame

Loyola Academy

Recommendations: 0

g****[email protected]

Paula Harkness

National Account/Sales Manager

Greater Chicago Area

National Account/Sales Manager

Customer Solutions Specialist

Business Development Trust Officer

New Business Development/Account Executive

Rockford College

Northern Illinois University

Recommendations: 0

Sales

Account Management

New Business Development

Sales Management

Marketing Strategy

Selling

Sales Operations

B2B

Vanessa Nealey

Trust Officer

Greater Chicago Area

Trust Officer

Recommendations: 0

Customer Service

Financial Analysis

IRAs

Investments

Real Estate

Banking

Sales

Finance

v****[email protected]

c****[email protected]

George Uribe, CIPM

Product Developer, 2nd Vice President

Greater Chicago Area

Product Developer, 2nd Vice President

Risk and Performance Analyst, Trust Officer

DePaul University

DePaul University - Charles H. Kellstadt Graduate School of Business

Recommendations: 0

Investments

Equities

Bloomberg

Management

Financial Analysis

Training

Portfolio Management

Product Management

g*****@ntrs.com

Emily Mentone

Office Manager

Greater Chicago Area

Office Manager

Asst. Vice President and Trust Officer

Elmhurst College

Elmwood Park High School

Recommendations: 0

Retirement Planning

Risk Management

Strategic Financial Planning

Microsoft Excel

QuickBooks

Wealth Management

Auditing

Accounting

e****[email protected]

Rosa Angeles

Trust Officer

Greater Chicago Area

Trust Officer

Recommendations: 0

Banking

Investments

Tax Deferred Exchanges

Guardianship

Land Trusts