Patti Menza

Role: Wealth Strategist & Senior Vice President at Northern Trust
Location: Chicago, IL, US
LinkedIn followers: 500 followers

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About Patti Menza

Results driven professional and strategic thinker who embraces change and innovation…

Experience

Wealth Strategist & Senior Vice President
Northern Trust
Sep 2018 — Present
Builds deep and lasting relationships with wealthy individuals and families to understand their unique goals and help them make informed decisions to grow, preserve and transfer wealth. Works extensively with business owners, private equity investors, and corporate executives on what matters to them most. Consultative divorce advisory. Collaborates with a highly talented, ethical and experienced team to deliver exceptional service and expertise in investment management, fiduciary services, wealth planning and banking.

Education

University of Illinois Urbana-Champaign
Bachelor of Arts - BA, Economics
DePaul Driehaus College of Business
Master of Business Administration - MBA, Finance

Skills

Banking
Credit
Wealth Management
Portfolio Management
Business Development
Leadership
Strategic Planning
Customer Relationship Management (Crm)
Strategy
Credit Analysis
Finance
Management
Financial Analysis

Contact information

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Work email
•••••@northerntrust.com
Personal email
•••••@•••••.com
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Current company

Northern Trust

Financial Services · 10K employees · Founded 1889 · 50 S. La Salle, Chicago, Illinois, 60603, US

As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity. A globally recognized Fortune 500 Company in continuous operation since 1889, we’ve built a legacy of empowering clients to reach their goals with confidence. Since our roots as a trust bank, we’ve grown to a global presence with more than 24,000 employees in more than 20 countries and across five core business units: Wealth Management Asset Management Asset Servicing Technology Corporate Functions Join a Team That’s Made for Greater At Northern Trust, we refer to our employees as partners – with good reason. We understand that relationships are the key to our success. Here you’ll join a diverse and inclusive team of innovators with the drive to challenge the way things have always been done. Instead of choosing between a dynamic career and work-life balance, enjoy working with a team that supports your goals in the office and at home. We’ll help you get where you want to go without sacrificing what matters most to you. As of December 31 2024, Northern Trust had: $16.8 trillion assets under custody/administration $13.3 trillion in assets under custody $1.6 trillion in assets under management $156 billion in banking assets Stay connected with us: NT Careers Facebook - https://www.facebook.com/ntcareers Northern Trust Instagram - https://www.instagram.com/northerntrustcompany/

northerntrust.com

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About Patti Menza

Experience

Wealth Strategist & Senior Vice President

Education

University of Illinois Urbana-Champaign

DePaul Driehaus College of Business

Skills

Find verified contacts for anyone on LinkedIn