Began as consultant and moved into management role. Assisted in the roll-up and management of two Asset Management Platforms, a B/D, two traditional RIAs and 10 private investment pools, at the same time launching a SEC registered HFoF manager and CPO, an insurance agency, and 4 HFoF. Responsibilities included compliance development and implementation, branch and financial audits, continuing education, FOCUS review, advertising and correspondence review and approval, firm supervision, APL model management, trading and reconciliation, HFoF development and launch, new product implementation, money manager negotiations and implementation and transition development and execution for new reps.

First Eagle Bank is an entrepreneurial, independent bank, offering a complex range of commercial and personal banking services in the Chicago land area. We are focused on developing long lasting relationships with our customers, our community and our staff. We are proud to carry a Superior Five Star Rating from Bauer Financial, in recognition of our strong financial performance and strive to continue to offer the highest standard of financial services to our community. Member FDIC, Equal Housing Lender, Equal Opportunity Lender.

OTTAWA SAVINGS BANCORP INC is a banking company based out of 925 LaSalle Street, Ottawa, Illinois, United States.

Our team. Our customers. Our communities. Building lifelong partnerships. Core values: Team- A family environment where we work hard, laugh, harbor creativity, and support professional growth with a cooperative and positive attitude. Customers- Provide a partnership experience through responsiveness, integrity and accuracy. Communities- Highly visible presence that promotes a spirit of support and interaction. Build- Success is measured through continued growth, adaptation to change, and the value we provide our customers.

Hometown National Bank has been deeply rooted in the Illinois Valley for three centuries. Finding its heritage in the late 19th Century, the early stockholders of the bank first assembled on December 16, 1880 at the Harrison House Hotel (located on the corner of First and Wright Streets in Downtown La Salle). The bank was formerly named La Salle National Bank, and its total resources at that time were just $100,000! The bank has evolved into and remained a staple in the Illinois Valley community ever since that inception. It was even one of the few banks that managed to sustain itself following the stock market crash of October, 1929 and the Great Depression that ensued—without having to merge with another bank or resort to other drastic means for survival. The bank has continually seen strong growth and development ever since. In 1990, the bank expanded by adding its first separate branch on Venture Drive in Peru, Illinois, adjacent to the Peru Mall. Continued success allowed La Salle National Bank the opportunity to branch out even further— beyond the Illinois Valley. In September of 2005, La Salle National Bank announced its plans to open a second branch in Joliet, Illinois. During this time, the bank’s administrators felt it was only appropriate and natural to re-brand the bank under a new name and identity—preferably one that better embodied the bank’s strong ties to all the communities it serves. Thus, "Hometown National Bank"​ was unveiled to coincide with the opening of its impressive, newly constructed home office. Through it all, Hometown National Bank has remained dedicated to serving the communities in which it does business. We are forever committed to providing unsurpassed banking services that fit your ever-changing needs. We hold pride in the fact that our tradition of being a locally owned, community-based bank lives on. We’re your bank for life.

At First Secure Community Bank, you can trust us to keep your money safe for you in our locally-owned financial institution. Since we're owned by local people like you, we know your concerns and the issues that affect you. This allows us to build a bank that responds to the concerns of locals and local economic factors. We offer retail deposits for saving, checking, and investment accounts for both residents and businesses. Choose from a wide range of options to meet your needs from a privately-owned bank headquartered in Sugar Grove, Illinois. First Secure Community Bank is dedicated to the communities we serve throughout the West Suburban Chicago Area. We currently have physical locations in Sugar Grove, Joliet, Aurora, Naperville and Morris, IL. As an independent community bank, we focus on providing quality banking services that are responsive to local banking needs. Our employees & officers are active in the local business, civic & philanthropic organizations in the area. The staff at First Secure Community Bank strives to maintain 100% customer satisfaction, service with a warm and friendly smile, and competitive rates on all our products. At First Secure Community Bank we're not just your bank, we're your neighbor. Member FDIC. Equal Housing Lender. 1st Secure Community Bank does not review offsite webpages. 1st Secure Community Bank isn’t responsible for (and doesn't provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the 1st Secure Community Bank name.

Managed a $5 million loan portfolio.

Growing financial services cooperative serving the Northwestern Illinois area. Chartered to serve a seven county area. Originally founded as Microswitch Employee's Credit Union. Obtained a community charter in 1999. Currently the largest Credit Union in the area served.

• Managed staff of 15 employees in the Customer Service and Personal Banking Department. • One of five key employees involved in core processor conversion. Responsible for converting all Retail Banking Products; new account platform software, debit card program, voice response unit and EFT transactions. • Responsible for cost control through vendor negotiations and evaluation. • Liaison with core processor and other key vendors. • Handled phone call and in person customer inquiries about accounts and general banking needs. • Facilitated the opening, closing and maintenance of accounts; individual, joint, trust, estate, and commercial. • Performed underwriting on all types of consumer loans. • Reviewed and approved all Consumer Lending product loan applications. • Led efforts in creating, implementing and updating policies and procedures on newer regulations: Patriot Act, Bank Secrecy Act, Identity Theft Red Flag Prevention and Disaster Recovery. • Reviewed Bank Secrecy Act spreadsheets from all departments on a monthly basis, filed necessary SARs, approved CTRs and completed Enhanced Due Diligence on questionable transactions / account holders. • Monitor Identity Theft Red Flag program and implement changes. • Reviewed all Regulation E disputes and completed research on validity of claims. • Interfaced with third party and external auditors during and after exams. • Created training manual for Personal Bankers. • Organized and conducted annual security training for bank employees • Conducted training sessions on compliance related issues and changes, new products, sales and refreshers on current bank product set for all bank employees

FENIX 2, LLC D/B/A PAYVILLE USA is a banking company based out of 800 ENTERPRISE DR, Oak Brook, Illinois, United States.

Exchange State Bank offers the people of Lanark and the surrounding area the banking, loan and investment services they need to accomplish their financial

Newpoint Advisors Corporation is a turnaround consulting firm dedicated to improving troubled and financially underperforming businesses with revenues of $5-50MM. Our collaborative, process-oriented approach allows us to deliver objective solutions for a fixed fee and on a fixed timeline. Newpoint Advisors believes in a cooperative team approach: we work with our clients to identify the immediate threats to their business and fundamentally improve their processes, and our proprietary tool kits assist in monitoring and predicting cash flows. We’re driven by the need to help the small businesses that create jobs and pay taxes but who lack consistent support to protect them and the capital they have invested and borrowed. Since 2013, Newpoint has recovered $1,013,000,000 in debt and saved 12,483 jobs.