Bank One / Chase
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Bank One / Chase Employees
Wells Fargo Consumer Lending Group - Dealer Services January 2011 - Present
Wells Fargo December 2010 - December 2011
Bank One / Chase 2004 - 2007
Bank One 2000 - 2004
Skills
Recruiting, Applicant Tracking..., Leadership, Management, CRM, Financial Recruiting, Training, Interviews, Banking, Financial Services, Temporary Placement, Talent Acquisition, Risk Management, Customer Service, Hiring
Education
Phoenix College
GM Financial August 2014 - Present
U.S. Bank September 2006 - August 2014
M & I Bank December 2005 - September 2006
Bank One / Chase November 1999 - December 2005
Manheim October 1998 - November 1999
Skills
Automotive Lending
Education
St. Norbert College 1989 — 1993
Bachelor of Arts (B.A.), History, Education, Economics
Hartford Union High School 1985 — 1989
High School Diploma, General Studies
J.P. Morgan Private Banking February 2012 - Present
J.P. Morgan Private Banking April 2009 - January 2012
J.P. Morgan Private Banking July 2007 - April 2009
J.P. Morgan Private Banking April 2005 - July 2007
Bank One / Chase March 2003 - April 2005
Bank One February 2002 - February 2003
Skills
Wealth Management, Asset Management, Investments, Private Banking, Series 7, Series 66, Portfolio Management, Financial Analysis, Mutual Funds, Equities, Fixed Income, Alternative Investments
Education
The University of Chicago Booth School of Business 2006 — 2009
M.B.A., Finance, Accounting, Economics, Managerial and Organizational Behavior
Ashland University 1997 — 2001
Bachelor of Science in Business Administration (BSBA), Marketing (Major), Economics (Minor), International Business (Minor)
Westerville North High School 1993 — 1997
Terracon June 2005 - Present
Bank One / Chase January 2002 - June 2005
H C Nutting Co June 2000 - November 2001
Buckeye Corner-Home Office-Headquarters June 1999 - June 2000
Skills
Administrative..., Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Invoicing, Access, Administration, Data Entry, Telephone Skills, Spreadsheets, Customer Service
Education
The Ohio State University 1999 — 2001
New Albany High School 1989 — 1999
Investment Firm September 2009 - Present
JPMorgan Chase January 2006 - March 2009
Chase November 2004 - January 2006
Bank One / Chase November 2002 - June 2004
Security Bank 1994 - 1996
World Savings 1992 - 1994
Skills
Retail Banking, Strategic Financial..., Wealth Management, Financial Services, Finance, Portfolio Management, New Business Development, Investments, High Net Worth..., Licensed IAR
Education
Eastfield College
Rockwall High School
Rockwall High School
Regions Bank August 2015 - Present
FirstMerit Bank 2007 - 2015
National City / PNC September 2005 - June 2007
Charter One Bank / RBS Citizens October 2000 - September 2005
Heller Financial (now GE Capital) May 1998 - September 2000
Bank One / Chase June 1984 - May 1998
Skills
Strategic Planning, Leadership Development, Change Management, Banking, Credit Analysis, Commercial Lending, SBA Lending, Consumer Lending, Risk Management, Process Improvement, Acquisition Integration, Financial Modeling, Data Analysis, Scorecard / score-based..., Portfolio Management, Credit, Financial Analysis
Education
ABA Stonier Graduate School of Banking 1992 — 1994
Masters in Banking
The Ohio State University 1979 — 1984
Bachelor of Science (BS), Finance, General
Eli Lilly Federal Credit Union November 2001 - Present
Bank One / Chase May 1988 - August 2001
Skills
Banking, Outlook, Microsoft Office, Risk Management, Team Building
Education
John Marshall High School Indianapolis, IN 1980 — 1984
Diploma
University of Indianapolis
Blue Cross Blue Shield of Massachusetts September 2014 - Present
Blue Cross Blue Shield of Michigan April 2010 - September 2014
Baker College January 2009 - April 2012
Direct Sourcing Solutions January 2001 - June 2010
DIRECT SOURCING SOLUTIONS, INC January 2001 - May 2009
The Empowerment Foundation April 1999 - November 2001
Detroit Economic Growth Corporation June 1997 - April 1999
Bank One / Chase January 1995 - June 1997
Bank One / Chase January 1993 - January 1995
Skills
Strategic Planning, Process Improvement, Vendor Management, Project Management, Change Management, Team Building, Cross-functional Team..., Budgets, Contract Negotiation, Program Management, Leadership, Public Speaking, Strategy, Management, Human Resources, Outsourcing, Organizational..., Procurement, Marketing, Business Development, Employee Benefits, Customer Satisfaction, Analysis, Sales, Insurance, CRM, Healthcare, Nonprofits, Leadership Development, Training, Customer Service, Negotiation, Coaching, Performance Management, New Business Development, Policy, Recruiting, Health Insurance
Education
University of Detroit Mercy
MBA
Wayne State University
Bachelor of Science
Fogotten Harvest Board of DirectorsBank of BirminghamJanuary 2011 - Present
Forgotten Harvest 2007 - Present
Huntington National Bank April 2001 - March 2007
Huntington Bank 2001 - 2007
Bank One / Chase 1997 - 2001
NBD Bancorp 1973 - 2001
First Chicago-NBD 1973 - 2001
National Bank of Detroit 1973 - 2001
Bank One 1973 - 2001
NBD 1973 - 2001
Education
University of Michigan - Stephen M. Ross School of Business 1971 — 1973
MBA, Finance
Bowling Green State University 1964 — 1968
Bachelor of Arts (B.A.), History and Business
BBVA Compass September 2013 - Present
BBVA Compass October 2010 - September 2013
BBVA Compass June 2004 - October 2010
Bank One / Chase 1998 - 2004
Guardian Savings Bank 1995 - 1998
Skills
Credit, Credit Analysis, Commercial Banking, Banking, Commercial Lending, Portfolio Management, Loans, Financial Analysis, Underwriting, Small Business Lending
Education
Texas A&M University 1989 — 1993
Economics, Business Administration
Manchac Plantation HOA March 2015 - Present
The Gates at Brightside HOA January 2014 - Present
Precision Concrete Cutting of Louisiana and Mississippi October 2012 - Present
Fiserv EFT/Card Services November 2010 - June 2014
Fiserv FET January 2009 - November 2010
Fiserv EFT January 2005 - January 2009
EDS / Hewlett-Packard January 1999 - January 2005
Bank One / Chase 1992 - January 1999
Terrebonne Bank and Trust and Premier Bank January 1978 - January 1992
Skills
Banking, Auditing, Project Planning, Project Implementation, Project Execution, Project Delivery, Problem Solving, Process Improvement, Business Management, Vendor Relations, Business Analysis, ITIL, Telecommunications, Testing, Vendor Management, Leadership, Software Documentation, Management, Risk Management, Business Process..., Analysis, Finance, IT Management, Project Management, IT Service Management, Strategy, Team Leadership, Financial Analysis, Project Portfolio..., Business Process, SDLC, PMO, Governance, Credit Cards, Visio, Payments, Financial Services, Change Management, Managerial Finance, Executive Management, PMP, Forecasting, Business Requirements, Cross-functional Team..., Call Centers, Financial Risk, Cash Management, Business Intelligence, Program Management, Accounting
Education
University of Wisconsin-Madison 1983 — 1986
Auditing, School for Bank Administration - Graduate
Nicholls State University 1974 — 1978
BS, Accounting
Vandebilt Catholic High
Alpha Asset Management February 2013 - Present
Naples Capital Advisors January 2012 - December 2012
Grand Bank & Trust December 2007 - August 2009
SunTrust Bank June 2005 - December 2007
Bank One / Chase June 1999 - December 2002
AIM Capital Management March 1992 - June 1999
Harris County September 1988 - March 1992
Skills
Series 7, Trading, Risk Management, Alternative Investments, Equities, Portfolio Management, Equity Research, Wealth Management, Wealth, Asset Management, Asset Allocation, Investments, Investment Strategies, Retirement Planning, Hedging, Series 63, Mutual Funds, Valuation, Securities, Investment Advisory, Finance, Cash Management, Investment Banking, Fixed Income, Funding
Education
Houston Baptist University 1982 — 1984
MBA, Business Administration
University of Michigan 1976 — 1980
Bachelor of Science (B.S.), Double Major: Economics / Finance