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LAWRENCE D. DICKMAN
1700 Elmwood Avenue
Wilmette, Illinois 60091
(847) 251-3049
nld999@ameritech.net
PROFESSIONAL SUMMARY
Over 25 years of banking and financial services industry experience combined with a strong knowledge of
investment and consumer banking products. Management and business development skills have led to significant
sales gains at each organization worked. In addition, earned a reputation for providing outstanding client service
support to customer base.
Key accomplishments include:
Business Development: Initiated and developed the highest amount of Consumer Lending in Illinois out of 140
Washington Mutual branches in 2007.
Management: Established and managed Washington Mutual’s Licensed Personal Financial Representative
Program in the Great Lakes Region for over 200 employees. Received Premier Group Award for superior results.
PROFESSIONAL EXPERIENCE
WINTRUST FINANCIAL CORPORATION
Vice President, Branch Manager– North Shore Community Bank -Winnetka, IL 2013 to present
Branch Manager for $140 million retail branch responsible for developing relationships with business partners,
managing staff and ensuring sales production goals are met. Responsible for establishing relationships between
retail bank customers and Wintrust Wealth Management, Wintrust Mortgage and Wayne Hummer Investments in
the Winnetka area.
• Received Robert Key Award in 2015 for providing outstanding customer service. The award is given
annually to an individual nominated by their peers among 22 Wintrust bank locations.
BANK OF AMERICA 2012 to 2013
Vice President, Banking Center Manager – Lake Forest, IL
Branch Manager for $110 million retail branch responsible for developing relationships with business partners,
managing staff and ensuring sales production goals are met. Responsible for establishing relationships between
high net worth individuals and Bank of America’s investment subsidiary, Merrill Lynch, in the Lake Forest area.
MB FINANCIAL BANK 2008 to 2011
Vice President, Banking Center Manager – Glencoe, IL
Branch Manager for $28 million retail branch responsible for developing business, managing staff, and ensuring
sales production goals are met. Responsible for business development among high net worth individuals in the
North Shore area.
WASHINGTON MUTUAL, INC. - Glenview, IL 2003 to 2008
Business Development Officer, Licensed Personal Financial Representative Manager /Compliance Officer,
Branch Manager
Established and trained Washington Mutual’s Licensed Personal Financial Representatives (LPFRs) in the Chicago
area. LPFRs are Series 6, 63 and Illinois Life Insurance licensed employees who sell 24 different mutual fund and
life insurance products. Ensured all LPFRs met both FINRA and FDIC compliance regulations by conducting
regular audits to evaluate compliance standards. In addition, developed Washington Mutual’s Chicago area
Licensed Bank Employees to sell annuity products at their financial centers.
LAWRENCE D. DICKMAN
Washington Mutual Cont.
Branch Manager for a $45 million retail branch responsible for developing business, managing staff, and ensuring
sales production goals are met.
• Managed business, consumer and residential lending pipelines for the branch. Developed business plans to
ensure branch met nine key monthly production goals. Overall, the Glen Town Center branch attained the
highest production goal index of any of the 26 branches in its geographic region in 2006.
TALBOT FINANCIAL SERVICES, Inc. Chicago, Illinois 1998-2002
Analyst - Consultant
Provided industry research and analysis for clients in the insurance, banking and mutual fund industries.
• Created and implemented continuing education modules for agents of Talbot Financial Services on
retirement planning to increase sales volume. CFPs, CPAs and insurance agents also used the continuing
education modules. Talbot Financial Services is the second largest seller of fixed annuities through
financial institutions.
• Sold series funds for several mutual fund companies with over $100 billion of assets under management to
72 life insurance companies offering variable annuities.
HARTFIELD MANAGEMENT, INC., (Options /Futures Trading Co.) Chicago, Illinois 1996-1998
Research Analyst
KEMPER FINANCIAL SERVICES, INC., Chicago, Illinois 1993-1995
Financial Sales Specialist, Compliance Manager (Series 7 & 63 Licensed)
MODERN MANAGEMENT, INC., Lake Bluff, Illinois
1988-1993
Compensation Consultant
JOHN NUVEEN AND COMPANY, INC., Chicago, Illinois 1983-
1986
Registered Representative (Series 6 Licensed)
EDUCATION
M.B.A., Financial Management, Dean’s List, Loyola University, Chicago, Illinois
B.A., Economics, University of Illinois, Champaign-Urbana
LICENSES
FINRA: Series 6, 63, (Series 7 has lapsed), Illinois Life Insurance License
NON-PROFIT ORGANIZATION AFFILIATIONS
Friends of the Wilmette Public Library, Treasurer
New Trier Educational Foundation, Board of Director

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Larry Dickman Resume_June016 (3)

  • 1. LAWRENCE D. DICKMAN 1700 Elmwood Avenue Wilmette, Illinois 60091 (847) 251-3049 nld999@ameritech.net PROFESSIONAL SUMMARY Over 25 years of banking and financial services industry experience combined with a strong knowledge of investment and consumer banking products. Management and business development skills have led to significant sales gains at each organization worked. In addition, earned a reputation for providing outstanding client service support to customer base. Key accomplishments include: Business Development: Initiated and developed the highest amount of Consumer Lending in Illinois out of 140 Washington Mutual branches in 2007. Management: Established and managed Washington Mutual’s Licensed Personal Financial Representative Program in the Great Lakes Region for over 200 employees. Received Premier Group Award for superior results. PROFESSIONAL EXPERIENCE WINTRUST FINANCIAL CORPORATION Vice President, Branch Manager– North Shore Community Bank -Winnetka, IL 2013 to present Branch Manager for $140 million retail branch responsible for developing relationships with business partners, managing staff and ensuring sales production goals are met. Responsible for establishing relationships between retail bank customers and Wintrust Wealth Management, Wintrust Mortgage and Wayne Hummer Investments in the Winnetka area. • Received Robert Key Award in 2015 for providing outstanding customer service. The award is given annually to an individual nominated by their peers among 22 Wintrust bank locations. BANK OF AMERICA 2012 to 2013 Vice President, Banking Center Manager – Lake Forest, IL Branch Manager for $110 million retail branch responsible for developing relationships with business partners, managing staff and ensuring sales production goals are met. Responsible for establishing relationships between high net worth individuals and Bank of America’s investment subsidiary, Merrill Lynch, in the Lake Forest area. MB FINANCIAL BANK 2008 to 2011 Vice President, Banking Center Manager – Glencoe, IL Branch Manager for $28 million retail branch responsible for developing business, managing staff, and ensuring sales production goals are met. Responsible for business development among high net worth individuals in the North Shore area. WASHINGTON MUTUAL, INC. - Glenview, IL 2003 to 2008 Business Development Officer, Licensed Personal Financial Representative Manager /Compliance Officer, Branch Manager Established and trained Washington Mutual’s Licensed Personal Financial Representatives (LPFRs) in the Chicago area. LPFRs are Series 6, 63 and Illinois Life Insurance licensed employees who sell 24 different mutual fund and life insurance products. Ensured all LPFRs met both FINRA and FDIC compliance regulations by conducting regular audits to evaluate compliance standards. In addition, developed Washington Mutual’s Chicago area Licensed Bank Employees to sell annuity products at their financial centers. LAWRENCE D. DICKMAN
  • 2. Washington Mutual Cont. Branch Manager for a $45 million retail branch responsible for developing business, managing staff, and ensuring sales production goals are met. • Managed business, consumer and residential lending pipelines for the branch. Developed business plans to ensure branch met nine key monthly production goals. Overall, the Glen Town Center branch attained the highest production goal index of any of the 26 branches in its geographic region in 2006. TALBOT FINANCIAL SERVICES, Inc. Chicago, Illinois 1998-2002 Analyst - Consultant Provided industry research and analysis for clients in the insurance, banking and mutual fund industries. • Created and implemented continuing education modules for agents of Talbot Financial Services on retirement planning to increase sales volume. CFPs, CPAs and insurance agents also used the continuing education modules. Talbot Financial Services is the second largest seller of fixed annuities through financial institutions. • Sold series funds for several mutual fund companies with over $100 billion of assets under management to 72 life insurance companies offering variable annuities. HARTFIELD MANAGEMENT, INC., (Options /Futures Trading Co.) Chicago, Illinois 1996-1998 Research Analyst KEMPER FINANCIAL SERVICES, INC., Chicago, Illinois 1993-1995 Financial Sales Specialist, Compliance Manager (Series 7 & 63 Licensed) MODERN MANAGEMENT, INC., Lake Bluff, Illinois 1988-1993 Compensation Consultant JOHN NUVEEN AND COMPANY, INC., Chicago, Illinois 1983- 1986 Registered Representative (Series 6 Licensed) EDUCATION M.B.A., Financial Management, Dean’s List, Loyola University, Chicago, Illinois B.A., Economics, University of Illinois, Champaign-Urbana LICENSES FINRA: Series 6, 63, (Series 7 has lapsed), Illinois Life Insurance License NON-PROFIT ORGANIZATION AFFILIATIONS Friends of the Wilmette Public Library, Treasurer New Trier Educational Foundation, Board of Director