
Steven Franklin
Second Vice President

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About me
Finance and development executive
Education

University of Michigan - Stephen M. Ross School of Business
1972 - 1974MBA International Business, Finance
University of Michigan
1968 - 1972BA Political Science, Economics
Experience

Continental Illinois National Bank
Jan 1974 - Jan 1981Second Vice PresidentTraining and business development assignments in Chicago, Manila, Jakarta, Tokyo and Taipei

Old Stone Bank
Jan 1981 - Jan 1983Vice PresidentInternational credit and trade finance

First National Bank of Chicago
Jan 1983 - Jan 2003Vice PresidentVarious consulting, new business development and relationship management assignments in international, real estate finance, distressed credit, and capital markets divisions of the corporate bank. During this span, First Chicago Corporation was absorbed initially by Banc One and then by JPMorgan Chase.

JPMorgan Private Client Services
Jan 2004 - Jun 2005Director and Client AdvisorLed team responsible for new business development and relationship management with owners of private businesses

Citi Private Bank
Jul 2005 - Nov 2007DirectorResponsible for new business development and relationship management with target clientele of highly affluent entrepreneurs

American Asset Management Services Corp
Jan 2008 - May 2008Director, Acquisitions & FinanceAdvisor to private owner and manager of retail commercial real estate in five states

Performance Trust Investment Advisors
Jan 2009 - May 2009Consultant and Registered RepresentativeConsultant to fixed income advisory and funds manager introducing a new private investment fund

GCG Financial
Sept 2009 - Dec 2011Financial AdvisorRegistered representative at this provider of high quality independent insurance, investment and employee benefit services and coverages for individuals and private businesses.

American Associates, Ben Gurion University of the Negev
Jan 2012 - Dec 2016Regional DirectorResponsibility for the development of major gifts from individuals, foundations and family offices across the ten-state Great Lakes region, for the benefit of Israel's remarkable Ben Gurion University of the Negev.
Licenses & Certifications
- View certificate

CFA
CFA Institute - View certificate

Chartered Financial Analyst
CFA Institute
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