Vicky also assists in partner education and training on transfer tax matters on trust accounts. Generally, she serves as a liaison between the region and Tax Counsel to improve communication with partners on transfer tax matters in a manner that facilitates both risk management and business development objectives. Vicky’s prior role as an administrative assistant for the Personal Tax Services Group at Northern Trust--Chicago; (Tax Administrative Services) and assists a group of nine CPA tax analysts in reviewing and preparing 1040 and 709 returns, tax payments, fees, account reconciliations, audits, record keeping, and filing for clients within the Wealth Management Group.
Vicky supports clients in North America with personal estimated tax payments and collaborates with Relationship Managers statewide to provide signature service. Vicky has the skill set to communicate with different areas of the bank in efforts to handle the client's need in a timely and efficient manner. Vicky joined the bank in January 2005 as a Security Mail Processor in the Corporate Service Group: Mail Distribution Services. Vicky's leadership involvement at Northern Trust includes: Advancing Professionals Resource Council (APRC): Community Involvement Committee serving as the Day of Caring Coordinator for Project R.E.A.C.H and Lunch-N-Learn series; Women in Leadership Forum; and Toastmasters International served as Vice President of Public Relations in 2010.
Vicky received a Chairman's Diversity and Inclusion Award Winner in May 2012, a Diversity and Inclusion Award for her involvement with Project R.E.A.C.H. in January 2012, and a "Quality Recognition Award," in January 2006 for superior quality Signature Service. Vicky received her B.S. degree in Management from National Louis University in 2011 and completed her M.I.S degree and M.B.A.in Management degree in 2013, from Morris Graduate School of Management. Completed both Mujeres de HACE July 2013 and HACE Leadership cohort July 2012, to gaining the skills and insight to reach the next level of performance and guide the next stages of her career.