Joseph R. Schwall Email & Phone Number

Greater Chicago Area

• Busey Bank has a fortress balance sheet with $12.21 billion in assets (as of June 30, 2023). Busey Wealth Management is known for its boutique feel with over $11.48 billion in client assets (as of June 30, 2023). At.
• I have 30 plus years of experience working with wealthy individuals and families which allows me to provide advice based on those years of experience, and also allows me to help our clients navigate financial services.
• We do not sell our clients on products at Busey, we get to know our clients to better understand their needs and to provide solutions that grow wealth and make our client's lives easier.

Greater Chicago Area

• Old National purchased First Midwest in 2022 and after the merger I continued to work with Old National in my same position.High performing Senior Private Banker. Responsible for providing advice driven solutions for.
• Very comfortable cross-selling all solutions needed by wealthy clients to build share-of-wallet
• Strong external networks generated new business opportunities

Greater Chicago Area

• High performing Senior Private Banker. Responsible for providing advice driven solutions for prospective and existing clients. Worked with affluent individuals and families to facilitate their banking and liquidity.
• Very comfortable cross-selling all solutions needed by wealthy clients to build share-of-wallet
• Strong external networks generated new business opportunities

One North Franklin Street, Suite 900, Chicago, IL 60606

Provided advice driven recommendations and solutions for prospective and existing clients. Worked with affluent individuals and families to facilitate their banking and liquidity needs with a primary focus on customized loans including settlement loans, commercial real estate loans, aircraft financing and life insurance premium financing.

• NORTHERN TRUST CORPORATION Wealth Management, Managing Director and Senior Vice President, 2005-January 2016Led multidisciplinary teams of experienced portfolio managers, private bankers, trust administrators, and.
• Managed Wealth Management teams with an intense focus on new business development and corresponding revenue growth, including teams with total annual team revenues of $13 million and assets under management (AUM) of.

Managing Director, Highland Park Financial Center, 2014-2015Launched multidisciplinary advisory team in Highland Park developing investment strategies for high net worth individuals and families. Managed 12 new advisory colleagues and oversaw the expansion and redesign of the office space to accommodate the growth of the team. Grew new investment.

Winnetka

• Managing Director, Winnetka Financial Center, 2009-2014Refined leadership skills, with a focus on building camaraderie, while at the same time focusing on accountability. Oversaw team which consistently exceeded new.
• Won $1.72 million in new investment management fees exceeding sourcing goal by 263% while exceeding new banking loan goal and ending the year ranked number one in the nation in our market segment.

Managing Director, Park Ridge Financial Center, 2005-2009Developed and refined leadership skills, with a focus on building camaraderie. Community involvement was key; joined Lutheran General Hospital Development Board, Have Dreams Autism Awareness Partnership Board, Rotary International, among other organizations. Additional focus was also given to.

Chicago

Wealth Management, Private Banker 1988-2005Northern Trust Company, primarily at, 50 S. LaSalle Street, Chicago> Attended Northern Trust's extensive commercial credit training program. Refined new business development skills and exceeded annual new business goals, new loan and loan fee goals, and sourced investment management referral goals. Worked with.

Bachelor Of Arts (B.A.), Economics

Activities and Societies: Sigma Phi Epsilon, Philanthropy, Fund Raising, Club Hockey, IM Football, Built leadership skills and.

Education record