Mary Patricia Samuelson
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Mary Patricia Samuelson Email & Phone Number

Retired EVP at Conifer Bay Capital LLC
Location: Northbrook, Illinois, United States 5 work roles 3 schools
1 work email found @northerntrust.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

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Role
Retired EVP at Conifer Bay Capital LLC
Location
Northbrook, Illinois, United States

Who is Mary Patricia Samuelson? Overview

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Quick answer

Mary Patricia Samuelson is listed as Retired EVP at Conifer Bay Capital LLC based in Northbrook, Illinois, United States. AeroLeads shows a work email signal at northerntrust.com and a matched LinkedIn profile for Mary Patricia Samuelson.

Mary Patricia Samuelson previously worked as Executive Vice President at Conifer Bay Capital Llc and Vice President at Northern Trust. Mary Patricia Samuelson holds Certified Financial Planning from Northwestern University.

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Email format at northerntrust.com

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{first_initial}{last}@northerntrust.com
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Profile bio

About Mary Patricia Samuelson

Senior Wealth Management Professional offering expertise in Financial Planning, Investments, Compliance and Family Office services. Proficient in all major Financial Planning Software, Management of Financial Planning Teams, Custody, Front and Back Office Banking Operations.

Listed skills include Equities, Portfolio Management, Finance, Alternative Investments, and 6 others.

5 roles · 39 years

Mary Patricia Samuelson work experience

A career timeline built from the work history available for this profile.

Executive Vice President

Conifer Bay Capital Llc

Greater Chicago Area

Leader of financial planning at Conifer Bay Capital, an investment boutique offering a full spectrum of portfolio management and wealth management advice to high net worth individuals and families.

2018 - 2019 ~1 yr

Vice President

Northern Trust

Chicago, IL

  • Provided Financial Planning Strategy and support to High Net-Worth Clients. Implemented new financial planning capabilities.
  • Spearheaded, and led streamlined Financial Planning model rollout to a broad client audience and used this model in collaboration with sales staff to win new business. Recruited and hired Financial Planners to support.
  • Participated on the Northern Trust Advisory Services Leadership team.
  • Collaborated and implemented a company-wide new approach to internal communications.
  • Managed operational teams who serviced large corporate custody clients that had in-house investment managers, provided guidance on all related trade settlement, corporate actions, pricing, cash, and income issues.
  • Ensured compliance of investment policy mandates and client expectations exceeded.
1998 - Sep 2012

Financial Consultant And Advisor

American Club

Brussels Area, Belgium

  • Provided tax and investment planning advice to U.S citizens living and working in Belgium. Developed and delivered Investment courses.
1996 - 1998 ~2 yrs

Vice President

Bankers Trust Company

Los Angeles, CA

  • Managed a team of Financial Planners, vendors and technicians in developing customized analyses for defined contribution plan participants. Product was award-winning by Pension and Investments Magazine.
1992 - 1996 ~4 yrs

Sales Trainer And Financial Services Representative

Fidelity Investments

Cincinnati, OH

  • Led 400+ employees through needs based sales and product training.
  • Provided consultation to national training team; most senior sales trainer in the organization.
1987 - 1992 ~5 yrs
3 education records

Mary Patricia Samuelson education

Master Of Education (Med), Adult Education And Training And Development

Xavier University
FAQ

Frequently asked questions about Mary Patricia Samuelson

Quick answers generated from the profile data available on this page.

What is Mary Patricia Samuelson's role at their current company?

Mary Patricia Samuelson is listed as Retired EVP at Conifer Bay Capital LLC.

What is Mary Patricia Samuelson's email address?

AeroLeads has found 1 work email signal at @northerntrust.com for Mary Patricia Samuelson.

Where is Mary Patricia Samuelson based?

Mary Patricia Samuelson is based in Northbrook, Illinois, United States.

What companies has Mary Patricia Samuelson worked for?

Mary Patricia Samuelson has worked for Conifer Bay Capital Llc, Northern Trust, American Club, Bankers Trust Company, and Fidelity Investments.

How can I contact Mary Patricia Samuelson?

You can use AeroLeads to view verified contact signals for Mary Patricia Samuelson, including work email, phone, and LinkedIn data when available.

What schools did Mary Patricia Samuelson attend?

Mary Patricia Samuelson holds Certified Financial Planning from Northwestern University.

What skills is Mary Patricia Samuelson known for?

Mary Patricia Samuelson is listed with skills including Equities, Portfolio Management, Finance, Alternative Investments, Financial Planning, Mutual Funds, Investments, and Securities.

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