Talk to sales Try for Free
Thomas J. O'Shea

Thomas J. O'Shea

Followers of Thomas J. O'Shea517 followers
location of Thomas J. O'SheaGreater Chicago Area

Connect with Thomas J. O'Shea to Send Message

Connect

Connect with Thomas J. O'Shea to Send Message

Connect

  • 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