MIDLAND STATES BANCORP - Key Persons
Adrian joined Midland Trust Company in 2017 and serves as Trust Operations Specialist. He brings over 20 years' experience in financial operations and accounting, including expertise in mutual funds. In his current role, Adrian supports Trust Officers and Trust Administrators in servicing our clients and business partners. He approves all client distributions and works collaboratively to analyze processes and identify opportunities to increase efficiencies.
Adrian holds a Bachelor of Science degree in Computer Information Science and graduated Magna Cum Laude from Saint Leo University. He also obtained an Associate of Applied Science degree in Computer Science with a minor in Sociology from University of Wisconsin-Richland Center.
Job Titles:
- Operations Specialist for Midland Wealth Management
- Trust Operations Specialist
Amy serves as Trust Operations Specialist for Midland Wealth Management. She brings over 20 years' experience in the banking industry, with expertise in Retirement Plan Services. In her current role, Amy is responsible for security-related transactions, including processing asset transfers in and out of Midland States Bank.
Betsy Pierson - Chief Investment Officer
Job Titles:
- Risk & Compliance Specialist
Carla joined Midland in 2014 and serves as a Wealth Management Risk & Compliance Specialist. She brings over 24 years' experience in the banking industry across varied roles. In her current position, Carla provides service and support to the Wealth Management Risk and Compliance program, which includes coordinating onsite audits and exams, quality control reviews, and quality assurance audits. She ensures accounts are managed in accordance with administrative and investment policies and are compliant with regulatory requirements. Carla's overall goal in this position is to minimize business risk and optimize efficiency within the group. She holds her Associates degree.
Job Titles:
- Operations Project Specialist
- Operations Specialist
Cathy serves as Operations Project Specialist, acting as a liaison between Wealth Management and other divisions within the bank. In her role, she focuses on process and procedure improvements, creating efficiencies within Operations and helping drive automation.
Cathy brings over 25 years' experience in operations, retail administration, and wealth management support at a major banking institution. Her expertise includes supporting agile teams and consulting on practice management efficiencies and colleague engagement opportunities. Cathy holds the Professional Scrum Master™ I certification from Scrum.org.
Job Titles:
- Assistant
- Portfolio Manager
Job Titles:
- Trust Operations Specialist
Connie serves as Trust Operations Specialist for Midland Wealth Management. She brings over 30 years' experience in Trust Operations, including Corporate Trust and Stock Transfer expertise. Connie earned her bachelor's degree in Business Administration on a full golf scholarship at the University of Wisconsin-Madison. She also obtained the Cannon Financial designation of Certified Trust Operations Professional (CTOP).
Job Titles:
- Executive Vice President, Consumer Banking and Wealth Management
Job Titles:
- Director of Retirement Plan Services
Job Titles:
- Trust Operations Specialist
Job Titles:
- Senior Trust Officer & Regional Manager - Trust Services
Donna Noble - Chief Compliance Officer
Elizabeth (Beth) serves as Trust Administrator and brings over 40 years of banking and trust administration experience. In her current role, she works with Trust Officers and other team members to support client and attorney relationships. Beth provides superior service, assisting clients daily with their financial and trust needs. Her attention to detail has made her an indispensable member of our team, especially when it comes to preparing court accountings. Beth enjoys solving problems and excels at unwinding complex trust and estate situations. She is bilingual and assists with translation services for clients, as needed.
Job Titles:
- Administrator
- Trust Administrator
Erica serves as Trust Administrator for Midland Trust Company out of our New York office. In this role, she is responsible for cash management, account reviews and account maintenance. Erica provides outstanding client service, builds partnerships and fosters collaborative relationships. She brings nearly 15 years' experience in financial services including administrative and service roles within wealth management and trust divisions at large financial institutions. Erica obtained her BS in Business with a concentration in Finance from William Paterson University in New Jersey and received the Certified Trust Specialist certification from the American Banking Institute.
Job Titles:
- Assistant
- Portfolio Manager
Jacqueline serves as sales assistant for the Trust team out of our Rockford office. In her current role, she helps support Trust Officers with their books of business, leveraging her strong client service and relationship management skills. Effective in problem resolution and communication, Jacqueline is also fluent in Spanish and English. She brings over a decade of experience in banking and financial services, with her most recent role as Assistant Banking Center Manager for Midland States Bank. Jacqueline obtained her bachelor's degree in business administration and a minor in human resources from Upper Iowa University. She takes pride in her community and seeks opportunities to give back through local volunteerism.
Jazmin serves as Trust Administrator out of our Chicago office. She partners with Trust Officers and other team members to support beneficiaries and their families. Jazmin boasts strong collaborative, relationship-building, and problem resolution skills and is a valuable asset to the team. She brings years of extensive legal experience with various roles across health advocacy, probate, guardianship, estate and elder law.
Jazmin holds her Juris Doctor graduate degree from Northern Illinois University and her Bachelor of Arts degree in Journalism from Eastern Illinois University. She is a Licensed Illinois Notary.
With over 12 years' experience in the banking industry, Jennifer serves as Sales Assistant supporting Trust Officers in Midland Wealth Management. In her current role, she assists with administering trust, investment and retirement accounts and specializes in land trust administration. Jennifer attended Rock Valley College.
Jodi joined Midland in 2010 and serves as Trust Administrator. She brings over 20 years' experience in the banking industry and helps support the Trust Officers and Trust Administrators. In her current role, Jodi reviews trust documents and client account agreements and is the primary point of contact with clients and beneficiaries. She also supervises a team of sales assistants. Jodi earned her Bachelor of Science degree in Business Management from Judson University.
Job Titles:
- Trust Administration Support
- Trust Administrator
Julie serves as Trust Administrator and supports Trust Officers within Midland Wealth Management. She brings over 22 years' experience in the banking industry, with expertise in Trust. In her current role, she administers accounts managed by the Client Servicing group. Julie is an honors graduate of Cannon Trust School and earned the CTFA designation.
Job Titles:
- Assistant
- Portfolio Manager
Job Titles:
- Trust Operations Team Lead
Kelsey serves as Sales Assistant supporting Trust Officers in Midland Wealth Management. She brings 6 years' experience in financial services, with a prior role as personal banker. In her current position, Kelsey services internal and external clients. She manages multiple priorities, including client documentation and account processing, ensuring accuracy and compliance. Kelsey is currently pursuing Cannon Trust School certifications through the Cannon Financial Institute.
Job Titles:
- Administrator
- Trust Administrator
Kevin serves as Trust Administrator for Midland Trust Company out of our Chicago office. In his current role, he supports Trust Officers in guiding beneficiaries and families through the trust administration process and specializes in special/supplemental needs trusts. Kevin joined Midland Wealth Management in 2020 and in his prior role as Trust Operations Specialist, he was responsible for unique asset management.
Kevin brings over 10 years' experience in financial services including program management within government, non-profit and Fortune 500 organizations. Previously as Benefits Specialist, he gained special needs experience and understanding through client management and counseling while leading the financial literacy component of a state-funded grant through the Department of Education. Kevin is a graduate of Concordia University - Wisconsin with a Bachelor of Arts degree in Business Management and Communications.
Job Titles:
- Senior Manager - Operations & Risk Management
Job Titles:
- Operations Specialist for Midland Wealth Management
- Trust Operations Specialist
Larry serves as Trust Operations Specialist for Midland Wealth Management. He thrives on building relationships, supporting both Trust Officers and Administrators within the group. Through his strong organizational skills, Larry works closely with his teammates to ensure streamlined, consistent operations and processes. His various duties and responsibilities include handling disbursements, receivables, and funds transfers. Larry also helps establish and maintain client accounts and securities and reviews transactions for accuracy and reporting.
He brings over 25 years of professional experience in management and operations across financial and gaming industries, with expertise in auditing, inventory management, and operational efficiency and excellence. Larry studied Business Administration at the University of St. Francis in Indiana.
Leslie serves as Trust Administrator at Midland Trust Company out of our Chicago office. In her current role, Leslie partners with Trust Officers in guiding beneficiaries and families through all facets of the trust administration process while specializing in guardianships, special needs trusts, and estate settlement. Leslie joined Midland in 2020 as Sales Assistant and helped contribute to the team's success by maintaining client relationships and fulfilling trust and investment requests. She brings nearly 20 years of trust and estate experience, dedicated to providing clients and attorneys with financial planning services and support.
Linda joined Midland in 2018 and serves as a Sales Assistant supporting Trust Officers in Midland Wealth Management. Prior to joining Midland, she worked in client services for over 15 years. In her current role, Linda assists with client needs and supports departmental and administrative tasks.
Job Titles:
- Executive Assistant
- Executive and Administrative Assistants
With over 25 years' experience in the banking industry, Mary has worked in several divisions assisting executive and senior level management. In her current role, she serves as Executive Assistant and supports the President of Wealth Management and the Director of Operations, and their respective organizations. Mary's responsibilities include presentation development, schedule management, communications and information preparation. She is a highly respected individual with a dedicated work ethic and has strong organizational and timely project management skills. Mary obtained her degree from Rockford Business College and is an Illinois Notary Public.
Job Titles:
- Sales Assistant
- Sales Assistant for Midland Wealth Management
María serves as Sales Assistant for Midland Wealth Management in Effingham. In her current role, she supports Wealth Advisors and their books of business, including investment and retirement accounts. María's responsibilities include servicing clients and their requests, ensuring accuracy and compliance.
She began her career as a Retirement Plan Administrator and brings over 6 years' experience in the financial services industry. María joined Midland in 2019 as a Customer Care Specialist, providing exceptional customer service skills. She later transitioned into Finance as an Accounts Payable Specialist.
María grew up in Venezuela and is fluent in Spanish and English. She obtained her Bachelor's degree in International Business from Mansfield University in Pennsylvania.
Job Titles:
- Director of Sales for Wealth Management
Job Titles:
- Operations Specialist for Midland Wealth Management
- Trust Operations Specialist
Melissa serves as Trust Operations Specialist for Midland Wealth Management. With over 28 years' experience in the banking industry, she also brings expertise in deposit operations. In her current role, Melissa supports client distributions, reporting and online access. She manages multiple responsibilities within Operations.
Nancy serves as Trust Administrator and brings over 30 years' experience in wealth management. In her current role, Nancy provides expertise in court monitored accounts and special needs trusts and estates. She helps prepare annual accountings, discretionary requests, bill payment and other account administration duties. Nancy delivers exceptional service with her strong communication and organizational skills. She acts as an indispensable liaison between all parties ensuring that everyone collaborates to provide high quality support to our clients. Nancy studied Finance and Business Administration at Loyola University and Roosevelt University.
Job Titles:
- Operations Specialist for Midland Wealth Management
- Trust Operations Specialist
Nichole serves as Trust Operations Specialist for Midland Wealth Management. With over 26 years' experience in the banking industry, she also brings retirement expertise. In her current role, Nichole supports client disbursement requests and assists with tax related needs. She obtained her Associates of Arts degree from Rock Valley College.
Job Titles:
- Senior Trust Officer & Regional Manager - Trust Services
Nicole joined Midland in 2010 and serves as Trust Administrator supporting Trust Officers within Midland Wealth Management. She brings office management experience in insurance and financial services. In her current role, Nicole is responsible for varying aspects of client administration, correspondence and communication. She earned her bachelor's degree from Southern Illinois University Carbondale. Nicole is also a graduate of Cannon Financial Institute Trust School and is pursuing the CTFA designation.
Job Titles:
- Assistant
- Portfolio Manager
Paris supervises Midland Trust Company's administrative and client service team, while also managing a large book of trust accounts. In this role, she is responsible for developing processes and procedures to best service our clients and serves as primary point of contact, working to coordinate benefits from their trusts. Paris joined the team which is now Midland Trust Company in 2004 as a member of our Operations team. Prior to joining Midland, she worked in retail banking and branch operations. Paris obtained her bachelor's degree in Sociology from Hunter College and has an associate's degree in Business from Borough of Manhattan Community College.
Job Titles:
- Operations Specialist for Midland Wealth Management
- Trust Operations Specialist
Paul serves as a Trust Operations Specialist for Midland Wealth Management. He brings over 20 years of experience in the financial services industry, with expertise in banking and investments. In his current role, Paul is responsible for security-related transactions, as well as managing unique assets. Paul holds an Accredited Wealth Management Advisor (AWMA®) designation.
Job Titles:
- Sales Assistant
- Sales Assistants
Rachel joined Midland in 2020 and serves as Sales Assistant within Midland Wealth Management. In her current role, Rachel supports Wealth Advisors and their diverse book of business, including IRAs, investment accounts and 401(k)s. She also handles 1031 exchanges, working with commercial partners' clients and outside attorney offices. Rachel began her career as Universal Banker, quickly gaining industry experience and knowledge on Midland's products and services. She graduated from Trinity Christian College with a Bachelor degree in Business Finance.
Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Job Titles:
- Sales Assistant
- Sales Assistants
Ruth joined Midland in 2003 and serves as Sales Assistant for the group. In her current role, she supports Midland Wealth Management advisors with sales and servicing client accounts. Her responsibilities also include client communications, reporting and ensuring compliance needs are met.
Job Titles:
- Chief Investment Officer - RIA
Steve joined Midland Trust Company in 2016 and serves as a Trust Administrator. He is responsible for managing a large group of client accounts and acts as the primary point of contact. In this role, Steve works with clients to ensure they are optimizing the benefits of their trust and helps respond to any questions or needs.
Job Titles:
- Administrator
- Trust Administrator
Suyen serves as a Trust Administrator for Midland Trust Company and guides clients through the administrative process, answers questions and provides superior service. She joined Midland in 2019 bringing with her more than 15 years of experience in financial services. Suyen has an extensive risk and compliance background and in-depth knowledge of the Patriot Act, Know Your Client/Customer Identification Programs, Anti-Money Laundering, OFAC Searches and Bank Secrecy Act risk assessments. She received her bachelor's degree in Business Administration from Monroe College. Suyen is bilingual in English and Spanish.
Tami joined Midland in 2005 and serves as Trust Administrator. She brings over 30 years' experience in the financial services industry, with expertise in 1031 exchange accounts. In her current role, Tami helps support the Trust Officers and provides superior service to land trust clients in the area. She has strong organizational, interpersonal and problem resolution skills. Tami attended Kankakee Community College and Cannon Trust School.
Wilma joined Midland Trust Company as a Trust Administrator in 2015. She serves as the primary point of contact for a large group of client accounts. Wilma takes pride in providing caring and prompt service to her clients. She attended the College of Westchester and graduated with an AAS degree in Accounting.