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@northerntrust.com
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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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AeroLeads found 1 current-domain work email signal for Mary Patricia Samuelson. Compare company email patterns before reaching out.
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.
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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.
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 growth.• 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.
Brussels Area, Belgium
• Provided tax and investment planning advice to U.S citizens living and working in Belgium. Developed and delivered Investment courses.
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.
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.
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Mary Patricia Samuelson is listed as Retired EVP at Conifer Bay Capital LLC.
AeroLeads has found 1 work email signal at @northerntrust.com for Mary Patricia Samuelson.
Mary Patricia Samuelson is based in Northbrook, Illinois, United States.
Mary Patricia Samuelson has worked for Conifer Bay Capital Llc, Northern Trust, American Club, Bankers Trust Company, and Fidelity Investments.
You can use AeroLeads to view verified contact signals for Mary Patricia Samuelson, including work email, phone, and LinkedIn data when available.
Mary Patricia Samuelson holds Certified Financial Planning from Northwestern University.
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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