Tom Carlson
Senior Banking Advisor - Wealth Management at The Northern Trust Company
- Role
- Senior Vice President - Wealth Management at Northern Trust Wealth Management
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Tom Carlson
As Senior Vice President of Wealth Management at Northern Trust, my focus lies in…
Experience
Senior Vice President - Wealth Management
Northern Trust Wealth Management
Sep 2023 — Present · Oak Brook, IL, US
Provide lending and depository services to high net worth individuals and families.• Collaborate with wealth advisers, trust advisers, and investment specialists to offer holistic advice.• Work with real estate specialists to ensure comprehensive financial planning for private clients.
Education
Illinois Wesleyan University
Bachelor of Arts - BA, Business Administration and Management, General
1990 — 1994
Skills
- Sales Presentations
- Accounting for Small Businesses
- Consumer Lending
- Nonprofits
- Credit
- Cross Selling
- Crm
- Banking
- Team Management
- Government Loans
- Sba
- Management
- Sales Management
- Lines of Credit
- Treasury Management
- Team Leadership
- Credit Analysis
- Training
- Swaps
- Sales
- Commercial Real Estate
- Charity Work
- Commercial Banking
- Small Business Lending
- Commercial Lending
- Underwriting
- Letters of Credit
- Leadership
- Sba 504
- Wealth Management
- Loan Origination
- Owner-Managed Businesses
- Loans
- Sales Process
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