Thomas J. O'Shea

Thomas J. O'Shea

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  • Timeline

  • About me

    Senior Vice President, Institutional New Business Development Specialist at Northern Trust

  • Education

    • Loyola University Chicago

      1995 - 1999
      Bachelor of Business Administration with a major in Finance and a minor in Economics Finance and Economics
  • Experience

    • Northern Trust Corporation

      Jan 2000 - now

      Business development within the Insurance marketplace. • Manage all aspects of client relationships from strategic cross selling to tactical service delivery and overall profitability. • Present regularly to client committees and boards including relationship reviews as well as new and existing product evaluations.• Mentor Relationship Managers, Account Managers, and College Interns as a part of succession planning for tenured team.

      • Institutional New Business Development Specialist

        Dec 2015 - now
      • Client Executive

        Oct 2009 - Dec 2015
      • Senior Client Relationship Manager

        Sept 2006 - Oct 2009
      • Senior Account Manager

        Sept 2004 - Aug 2006
      • Accounting Operations Team Leader

        Jan 2000 - Aug 2004
  • Licenses & Certifications

    • Claritas® Investment Certificate

      CFA Institute
      View certificate certificate
    • CFA Institute Investment Foundations Certificate

      CFA Institute
      Jan 2015