As a Wealth Strategist, I oversee business development and cultivate new relationships with ultra high net worth families, wealth creators, and multi-generational trust. I leverage the talents of a distinguished team of Northern Trust Advisors to manage, preserve, and strategically transfer assets for the Private Clients we serve.For more than a century, Northern Trust has worked hard building its legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, Northern Trust now has more than 20 international locations and 16,500 employees globally. We serve the world’s most-sophisticated clients – from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.

As Banking Advisor, my role was to maximize a client's lending capacity, mitigate risk, and to holistically address the wealth management needs of Northern Trust banking and lending clients. My primary responsibility was the overall growth of the loan portfolio through lead generating activities and organic client growth. My clients included private real estate investors, wealth creators, and their nonprofit/foundations. I oversaw approximately $1B in outstanding commercial real estate, security based, premium finance, and custom private loans.

As a Private Banker, I provided wealth management solutions to address the unique needs of high net worth individuals, foundations, multi-generational trusts, and international private investors. I worked closely with clients to devise, implement, and lead a holistic financial strategy. Through the preservation, protection, and calculated transfer of assets my team and I helped clients define a financial legacy.Backed by the impecable reputation of City National Bank, my team and I provided a full range of banking, custom credit, investment management, fiduciary, and wealth planning solutions.

As a Wealth Advisor, I wasresponsible for working with individuals, families, trust & estates to effectively manage their wealth, first by identifying a client’s unique goals then coordinating a team of specialists to implement custom, comprehensive wealth plans to help accomplish those goals. My team and I employed a simple, yet disciplined approach to addressing our clients financial priorities. We wouldlisten, evaluate, then provide solutions for our client’s financial needs and opportunities.I served as a relationship manager for clients who have entrusted Wells Fargo Private Bank with at least $5,000,000 in liquidity.

As a Fiduciary Advisory Specialist, my primary responsibility was to grow and expand relationships by integrating fiduciary advice, wealth planning, discretionary asset management and financial modeling to Private Bank relationships. I served as relationship manager for a variety of fiduciary opportunities including trustee appointments, moderately complex trust administration, estate settlements, and discretionary asset management for domestic and international clients. I coordinated with specialized wealth partners to acquire new high net worth relationships by following a disciplined discovery and sales proces.I healthy portion of my time is was focused on building relationships with affluent Non Resident Alien's looking to diversify their global asset in U.S. investments. I would often partner with our International Client Investment Management Group, international tax and estate planning attorneys, and accountants who specialize in cross boarder transactions.