JPMorgan Chase
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JPMorgan Chase & Co. is the sixth-largest bank in the world by total assets ($2,533.60 B). wikipedia.org
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JPMorgan Chase Employees
Goldman Sachs 2015 - Present
JPMorgan Chase March 2014 - August 2015
Florida State Public Interest Family Law Clinic January 2013 - May 2013
Office of Fiscal Accountability and Regulatory Reform (OFARR) January 2013 - April 2013
Skills
Compliance, Legal Research, Financial Analysis, Bank Secrecy Act, Courts, Litigation, Lexis, International Law, Financial Crimes..., Legal Writing, Research, Westlaw, Civil Litigation, Intellectual Property, Family Law, Criminal Law, Mediation, Legal Assistance, Legal Issues, Trials, Legislation, Constitutional Law, Immigration Law, Hearings, Communication Skills, Appeals, Administrative Law, Banking
Education
Florida State University College of Law 2012 — 2013
Juris doctorate, International Corporate Law
Apple April 2014 - Present
JPMorgan Chase June 2011 - January 2014
JPMorgan Chase July 2009 - June 2011
Skills
Customer Service, Banking, Customer Satisfaction, Cross Selling, Deposits, Retail Banking, Customer Experience, Lines Of Credit, Sales, Customer Retention, Credit Cards, Cash Handling Experience, Team Leadership, Telephone Skills, Teamwork, New Business Development, Credit, Loans, Public Speaking, Leadership, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management
Education
Folsom Lake College 2009 — 2010
Sacramento City College 2007 — 2009
Folsom High School 2002 — 2006
General Education, Architectural Drafting and Architectural CAD/CADD
First Derivatives June 2015 - Present
Ernst & Young November 2012 - May 2015
JPMorgan Chase July 2012 - November 2012
Goldman Sachs November 2009 - October 2011
Goldman Sachs November 2003 - November 2009
Hess Corporation January 2001 - April 2003
Skills
OTC Derivatives, Dodd-Frank, Commodities, Risk Management, Client Support, Controls, Project Management, Derivatives, Fixed Income, Finance, Financial Services, Middle Office, Capital Markets, Business Analysis, Leadership, Collateral Management, Financial Markets, Change Management, Process Improvement
Education
Fordham University - Graduate School of Business Administration 2003 — 2007
MBA, Finance
University of Central Florida 1994 — 1999
Bachelor of Science (BS), Business Administration
Michigan State University - The Eli Broad College of Business 2014 — 2015
Master Certificate in Strategic Change Management
JPMorgan Chase February 2013 - Present
TransForm Jax 2011 - Present
Jaxsons Night Market April 2014 - April 2015
Jax Truckies February 2012 - March 2014
PHH Corporation May 2002 - January 2013
Skills
Financial Analysis, Loans, Credit, Credit Analysis, Mortgage Lending, Social Media Marketing, Marketing, Event Management, Event Planning, Corporate Events, Journalism, Technical Writing, News Writing, Underwriting, Loan Origination, Financial Risk, Residential Mortgages, Mortgage Banking, Finance, Banking, Portfolio Management, Investments, Commercial Banking, Consumer Lending
Education
Florida State University
Bachelor of Arts (BA), Economics
Florida State University
Cenlar FSB - an employee-owned financial services firm 2014 - Present
PHH Corporation 2000 - 2013
New York University (SCPS) 1996 - 2000
JPMorgan Chase 1993 - 2000
Skills
Corporate Financial..., Forecasting and..., Strategic Finance, Financial and..., Investor Relations and..., Profitability Analysis, Competitive Analysis, Project Management, M&A Evaluation, Portfolio Management, Public Speaking, Management, Mergers & Acquisitions, Business Process..., Finance, Corporate Finance, Corporate FP&A, Management Reporting, Capital and Expense..., Restructuring and..., Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft PowerPoint, Hyperion Strategic..., Oracle Hyperion Planning, Oracle HFM, SAP BPC, Think-cell for..., Outlooksoft, Smartview/Essbase, SQL for Access, Hyperion Enterprise, Hyperion Planning, Budgets, Strategy, Financial Analysis, Risk Management, Financial Modeling, Process Improvement, Analysis, Leadership
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, Cum Laude
Fordham University - College of Business Administration
Bachelor of Business Administration (BBA), Finance, Cum Laude
Bank of America March 2010 - June 2014
Bank of America March 2010 - December 2011
Chrysler Financial/ Robert Half/ Cornerstone Staffing January 2009 - March 2010
Cottonwood Financial September 2008 - December 2008
JPMorgan Chase February 2007 - August 2008
Winn Dixie August 2004 - June 2005
Skills
Credit, Loans, Banking, Commercial Banking, Consumer Lending, Microsoft Office, LAMP, AS400 system, MOC, Avaya, Cisco Technologies, Mortgage Servicing, Collections, Loss Mitigation, Management, Customer Service, Sales, Employee Training, Loan Modifications, Finance, Repossessions, Skip Tracing, Accurint, Daily Deposits, Training
Education
Florida State University
Diploma, General Studies
The Collective Good LLC June 2012 - Present
ProjectExplorer.org March 2012 - November 2013
Thomson Reuters July 2003 - August 2012
JPMorgan Chase July 2000 - November 2001
Skills
Strategic Planning, Strategic Thinking, Performance Metrics, Program Evaluation, Capacity Building, Non-profits, Business Development, Strategic Partnerships, Social Entrepreneurship, Vendor Management, Operations Management, Data Management, Nonprofits, Analytics, Change Management, Leadership, Strategy, Project Management, Start-ups, Management, Consulting, Program Management, CRM
Education
Georgetown University 2013 — 2013
Nonprofit Management
Fordham Gabelli School of Business 2002 — 2003
MS
Spelman College 1996 — 2000
BA
Carolinas Healthcare System July 2013 - Present
Lutheran Medical Center July 2012 - July 2013
Lutheran Medical Center February 2012 - July 2012
Lutheran Medical Center May 2010 - February 2012
Saint Vincent Catholic Medical Centers January 2005 - May 2010
JPMorgan Chase August 2004 - December 2004
Skills
Health Care Finance, Data Analysis, Cash Management, Corporate Treasury, Reimbursement, Budget Preparation, Budget Management, P&L, Decision Support, Relational Databases, Data Mining, Statutory Reporting and..., Revenue Integrity, Fiscal Planning, Cost Reporting, Healthcare, Statutory Accounting, Budgets, Treasury Management, Healthcare Information..., Contract Negotiation, Finance, Analysis, Revenue Cycle
Education
Fordham Gabelli School of Business 2007 — 2011
M.B.A., Finance, Media Management
North Carolina State University 2000 — 2004
B.S., Finance, Management
JPMorgan Chase March 2007 - Present
U.S. Trust March 1989 - March 2007
Skills
Certified Financial...
Education
Florida State University - College of Business 1978 — 1981
BS, MBA, Business Mgt
Vology November 2012 - Present
PSS World Medical February 2012 - August 2012
Sage Software October 2007 - February 2012
Millman Enterprises, Inc. July 2004 - September 2007
WCI Communities 2002 - 2004
Ocwen Financial Corporation - US 2000 - 2002
InCharge Institute January 2000 - May 2000
JPMorgan Chase 1998 - 1999
Skills
PeopleSoft, Microsoft Office, iCIMS, Kronos, ADP Payroll, Taleo, Ultipro, Adobe Creative Suite, Six Sigma, Lean Tools, Continuous Improvement, Strategic Partnerships, Strategic Planning, Business Strategy, Building Relationships, M&A experience, BPO, Talent Management, Total Rewards, Change Management, Succession Planning, Performance Management, Organizational..., Employee Relations, Internal Investigations, International HR, Recruiting, Leadership Development, Cross-functional Team..., Management, EEOC, New Business Development, Sales, Sales Presentations, Persuasive Presentations, Strategic Negotiations, Executive Search, Strategy, Talent Acquisition, Leadership, Human Resources, Applicant Tracking..., Internet Recruiting, College Recruiting, Onboarding, Workforce Planning, Employee Engagement, HR Consulting
Education
Florida State University - College of Business 1994 — 1997
Business Management, Human Resources
Citi 2013 - Present
JPMorgan Chase 2005 - 2013
Southern DataComm 2003 - 2004
TSYS iSolutions 1998 - 2002
US Navy 1987 - 1991
Skills
Commercial Card, Electronic Payments, Credit Cards, Payments, Payment Card Processing, Payment Systems, Banking, Merchant Services, Financial Services, Debit Cards, Relationship Management, Mobile Payments, Credit, Portfolio Management, Treasury Management, Cards, Cash Management
Education
Florida State University 1993 — 1995
Marin Software May 2014 - Present
Synthesio August 2013 - April 2014
Syncapse June 2012 - July 2013
Clickable June 2011 - June 2012
Freeverse August 2010 - March 2011
JPMorgan Chase May 2010 - August 2010
Catalyst Financial Partners January 2010 - July 2010
Circuit City July 2008 - March 2009
Skills
LAN/WAN, Active Directory, Quality Assurance, SEM, JavaScript, CRM software, Adobe Creative Suite, Customer Experience, Mac OS X, Windows, Linux, API, Salesforce.com, OS X, HTML, Google Adwords, Online Advertising, CRM, SQL, Customer Support, SEO, Social Networking, Strategy, Project Management, User Experience, Android, Management, Social Media Marketing
Education
New York Institute of Technology-Old Westbury 2009 — 2011
BS
ITT Technical Institute 2007 — 2009
AS
Fontbonne University 2003 — 2005
BS
UBS Investment Bank April 2011 - December 2012
Wells Fargo Securities July 2009 - March 2011
JPMorgan Chase May 2001 - June 2009
Treasury Connect LLC October 2000 - April 2001
Eoexchange, Inc. April 2000 - October 2000
Federal Home Loan Bank of San Francisco February 1996 - April 2000
General Re Financial Products Corporation August 1990 - August 1995
Nomura Capital Services Inc. April 1990 - August 1990
Skills
Microsoft Excel, Bloomberg Terminal, Telerate, Reuters 3000, CRM, Legal Documents, Financial Modeling, Financial Markets, Financial Risk..., Asset Managment, Asset Allocation, Sales, Interest Rate..., Derivatives, Capital Markets, Trading, Asset Management, Fixed Income, Finance, Commodity, Interest Rate Risk..., Swaps
Education
Fordham University - Graduate School of Business Administration 1993 — 1997
Master of Business Administration (MBA), Finance, General
Rider University 1985 — 1990
BS, Finance, General
Sio Capital Management LLC May 2013 - Present
Exis Capital August 2010 - June 2013
JPMorgan Chase March 2007 - August 2010
Skills
Equities, Bloomberg, Hedge Funds, Investment Management, Leadership, Trading, Equity Research, Financial Analysis, Finance, Capital Markets, Alternative Investments, Marketing, Financial Modeling, Investments, Securities, Access
Education
Fordham University - Graduate School of Business Administration 2008 — 2012
MBA, Finance and Business Economics, Concentration in Investment Management
New York University 2002 — 2006
BA
Writing 2011 - Present
Raymond James Financial Inc. 2012 - Present
Citi February 2011 - 2012
Southwest Florida Water Management District January 2010 - May 2011
Procidien March 2008 - December 2009
JPMorgan Chase May 2005 - March 2008
PricewaterhouseCoopers 2000 - 2005
Skills
ITIL, Governance, Process Improvement, Security, Risk Management, Program Management, IT Operations, Business Continuity, CRISC, Infrastructure, Software Documentation, Change Management, Leadership, PMP, Project Management, Management
Education
University of South Florida
B.A., International Studies
Florida State University - College of Business
MBA
State Auto Insurance May 2015 - August 2015
JPMorgan Chase December 2012 - July 2014
Florida State University June 2011 - December 2012
Evergreen Solutions, LLC February 2012 - November 2012
Arizona Diamondbacks February 2010 - May 2010
The University of Arizona August 2009 - May 2010
Tucson Toros Promotions April 2009 - September 2009
The University of Arizona May 2007 - November 2007
Skills
SAS, SAS/SQL, R, Matlab, SQL, Stata, Visual Basic, JMP, Microsoft Excel, Statistical Modeling, SAS programming, Data Analysis, Statistics, Data Mining, SAS Programming, Analysis
Education
Florida State University 2010 — 2012
Master's degree, Statistics
University of Arizona 2006 — 2010
B.S., Mathematics
JPMorgan Chase & Co. January 2014 - Present
JPMorgan Chase 2011 - January 2014
Royal Bank of Scotland 2007 - January 2011
ABN AMRO Bank North America March 1993 - 2007
Skills
Liquidity Management, Transaction Banking, Liquidity, Cash Management, Treasury Management, FX, Commercial Banking, Working Capital..., Investments, Structured Products, Wholesale Banking, Capital Markets, Risk Management, Trade Finance, FX Options, Financial Structuring, Portfolio Management, Treasury, Internet Banking, Finance, Funding, Financial Transactions, Structured Finance, Financial Markets, Payments, SWIFT payments, Financial Institutions, ALM, Banking, Investment Banking, Operational Risk, Financial Risk, Credit Risk, Investment Management, Derivatives, Fixed Income, Basel II, Operational Risk...
Education
Fontys Hogescholen 1986 — 1991
Bachelor's degree, Business/Managerial Economics
Strabrecht college 1979 — 1986
Municode Advantage August 2014 - Present
First Source Funding of North Florida, LLC August 2012 - July 2014
JPMorgan Chase November 2007 - August 2012
Unicorn Financial Services 2003 - 2007
Unicorn Financial Services 2000 - 2003
USMed 1999 - 2000
USMed 1998 - 1999
Skills
Team Building, Strategic Planning, New Business Development, Sales Management, Account Management, Coaching, Business Analysis, Operations Management, Project Management, Salesforce.com, Business Development, Cross-functional Team..., Leadership, Marketing Strategy, Business Strategy, Contract Negotiation, Strategy, CRM, Start-ups, Forecasting, Training, Sales Presentations, Team Leadership, Sales, Sales Process, Budgets, Management, Banking, Customer Service, Process Improvement, Selling, Sales Operations, Management Consulting, Executive Management, Direct Sales, Marketing, Market Research, B2B, Networking, Business Process..., Recruiting, Solution Selling, Marketing Management, Call Centers, Performance Management, Change Management, Healthcare, Relationship Management, Financial Services, Cold Calling
Education
Florida State University
Bachelor of Science (BS), Finance, General
Centerbridge Partners October 2014 - Present
Beta Alpha Psi June 2014 - Present
Fordham University April 2012 - Present
Deloitte June 2014 - August 2014
JPMorgan Chase September 2013 - May 2014
Mizuho Securities Co., Ltd. June 2013 - August 2013
Fordham University August 2012 - May 2013
Deloitte January 2013 - January 2013
Deloitte 2013 - 2013
D'Arcangelo & Co., LLP June 2012 - August 2012
Skills
QuickBooks, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Microsoft Office, Visio, GoSystems, Corporate Tax, Marketing, Research, Management, Leadership
Education
Fordham University - Graduate School of Business Administration 2015 — 2016
Master of Science (MS), Taxation
Fordham University 2011 — 2015
Bachelor of Science (B.S.), Major in Public Accounting, Minor in Economics
MainSource Bank December 2014 - Present
PMAC Lending Services Inc. December 2013 - December 2014
JPMorgan Chase September 2012 - December 2013
The Huntington National Bank January 2007 - August 2012
Meritage Mortgage April 2004 - July 2006
Skills
Mortgage Lending, Refinance, Banking, Customer Service, Leadership, Sales, Team Building, Loans, Training, FHA financing, VA loans, First Time Home Buyers, Home Equity Loans, New Business Development, Credit, FHA, Loan Origination, Residential Mortgages, VA Loans, FHA Financing
Education
Fontbonne University 1992 — 1995
Bachelor of Science (BS), Education/Teaching of Individuals in Early Childhood Special Education Programs
Fairborn High School
JPMorgan Chase January 2014 - Present
Societe Generale April 2013 - October 2013
Skills
Italian, Microsoft Excel, VBA, Matlab, Spanish, Monte Carlo Simulation, Econometrics, Stata, Mathematica, Financial Modeling, Microsoft Office, French, Bloomberg, Quantitative Finance, Derivatives, Options, Financial Statement..., Risk Management, Credit Risk, Equity Research, Statistics, Equity Derivatives
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master of Science (M.S.), Quantitative Finance
The University of Georgia 2007 — 2011
BS, Biology, 3.62
Guggenheim Partners March 2013 - Present
UBS via Atrium Staffing May 2009 - November 2012
Deutsche Bank via Execu-Search March 2007 - April 2009
NCR for The Bardess Group via SAPBureau July 2006 - March 2007
Deloitte Consulting March 2006 - July 2006
UBS September 2005 - March 2006
Credit Suisse First Boston May 2005 - September 2005
AIG February 2005 - May 2005
EDS @ ABN Amro July 2004 - January 2005
JPMorgan Chase December 2003 - June 2004
Skills
Microsoft SQL Server, Databases, SQL, .NET, VBA, T-SQL, C#, SDLC, Access, VB.NET, Database Design, Web Services, Oracle, XML, SSIS, Software Development, Microsoft Excel, WCF, VSTO, WinForms, ASP.NET, ETL, WPF, Design Patterns, ADO.NET, Testing, Risk Management, Operational Risk, Agile Methodologies, Object Oriented Design, Reporting & Analysis, Stored Procedures, Entity Framework, ASP.NET MVC, MVC
Education
Fordham University - Graduate School of Business Administration 2000 — 2004
MBA (Not Completed), Finance & Information Technology
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1993
BA, Psychology
TD Ameritrade January 2014 - Present
APMEX Inc February 2012 - January 2014
Citigroup January 2009 - February 2012
Citigroup January 2005 - January 2009
JPMorgan Chase September 1999 - December 2004
Dynex Technologies 1996 - 1998
Skills
Online Marketing, Direct Marketing, Marketing Strategy, Marketing Communications, Competitive Analysis, Integrated Marketing, Event Planning, Direct Mail, Budget Management, Digital Marketing, Management, Budgets, Analytics, E-commerce, Building Customer..., Customer Segmentation..., Campaign Management, Customer Engagement, Marketing, Sales
Education
Fordham Gabelli School of Business 2006 — 2010
MBA, Marketing & Management Systems
Howard University 1995 — 1999
BBA, Marketing
The Bank of New York Mellon October 2004 - Present
JPMorgan Chase January 1993 - October 2004
Fosterlane Mangement September 1988 - March 1993
Skills
Process Management, Business Strategy, Fixed Income Sales, Investments, Hedge Funds, Capital Markets, Mutual Funds, Real Estate Development, Real Estate, Equities, Investment Banking, Derivative Sales, New Business Development, Team Building, Asset Management, Concensus Building, Strategic Negotiations
Education
Fordham University
BS, Business, Pol Sci
Fordham University - Graduate School of Business Administration
MBA, Finance
Integrity Computer Consulting November 2013 - Present
ICC February 2013 - October 2013
Mendocino Forest Products April 2012 - February 2013
Simple Office Solutions 2013 - 2013
Integrity Computer Consulting September 2010 - April 2012
Mendocino Forest Products 2012 - 2012
Sonoma Tilemakers Inc. November 2003 - September 2010
JPMorgan Chase 1999 - 2001
J.P. Morgan Chase & Company 1999 - 2001
Next Level Com 1994 - 1999
Skills
Consultancy, Change Management, Linux, Windows, Data Center, Telecommunications, Testing, Management, Manufacturing, IT Management, Troubleshooting, Networking, ITIL, VPN, Microsoft Exchange, Windows Server, Active Directory, Cloud Computing, Virtualization, Customer Service, Integration, Servers, Process Improvement, DNS, Project Management, Consultants, Business Analysis, Vendor Management, IP, Security, Network Security, Technical Support, Network Architecture, VoIP, Network Administration, Wireless, Computer Hardware, Microsoft SQL Server, SaaS, Firewalls, System Deployment
Education
Foothill College 1969 — 1970
BS
Financial Services Company in Medford, NJ 2007 - Present
J&W Seligman February 1990 - September 1999
JPMorgan Chase June 1990 - February 1991
The Chase Manhattan Bank October 1989 - June 1990
The Chase Manhattan Bank June 1986 - November 1988
Skills
Retirement Planning, Investments, Money Management, Personal Financial..., Estate Planning, Wealth Management, Retirement, Strategic Financial..., Financial Planners, Fixed Annuities, Small Business, Life Insurance, Investment Advisory, Asset Allocation, Financial Advisory, 401k, Public Speaking, Personal Finance
Education
Fordham Gabelli School of Business 1993 — 1995
MBA, Finance Concentration
Marymount College - Tarrytown 1982 — 1986
BS, Business- Finance
JPMorgan Chase April 2012 - June 2014
Wells Fargo September 2007 - April 2012
Wells Fargo September 2007 - April 2012
Reeder Mortgage Group December 2005 - September 2007
H & R Block Mortgage February 2002 - December 2005
Skills
Loans, Mortgage, Credit, Banking, Coaching, Mortgage Lending, Portfolio Management, Loan Origination, Underwriting, Finance, Lines Of Credit, CRM, Insurance, Mergers, Wealth Management, Refinance
Education
Florida State University 1992 — 1997
Bachelor of Science, International Affairs
Gibney, Anthony & Flaherty, LLP July 2012 - Present
Advantage Realty Group Advisors February 2012 - August 2012
Infinitas Real Estate Network LLC February 2010 - June 2012
Levamen Tech September 2011 - May 2012
GMAC ResCap February 2006 - February 2011
JPMorgan Chase April 1992 - January 2006
New York Stock Exchange June 1988 - March 1992
Skills
Finance, Financial Modeling, Forecasting, Start-ups, Risk Management, Business Planning, Financial Analysis, Managerial Finance, Strategic Planning, Budgets, Leadership, Management, Strategic Financial..., Analysis, Cash Flow Forecasting, Accounting, Variance Analysis, Executive Management, Strategic Partnerships, Business Development, Process Improvement, Auditing, Vendor Management, Strategy
Education
Fordham Gabelli School of Business 1991 — 1994
MBA, Marketing
New York University 1983 — 1988
BA, Economics
Seton Hall University - Stillman School of Business
Continuing Education
Bank of America August 2015 - Present
Bank of America January 2012 - August 2015
Bank of America August 2009 - January 2012
Bank of America October 2008 - October 2009
Bank of America August 2006 - October 2008
JPMorgan Chase May 2004 - August 2006
JPMorgan Chase March 2001 - May 2004
JPMorgan Chase August 1997 - March 2001
JPMorgan Chase August 1996 - August 1997
Manatee Chamber of Commerce May 1994 - August 1996
Skills
Payment Card Processing, Internet Banking, Credit Cards, Banking, Relationship Management, Consumer Lending, Business Analysis, Electronic Payments, Financial Analysis, Risk Management, Financial Services, Payment Systems, Cash Management, Mortgage Lending, Operational Risk, Operational Risk..., Financial Modeling, Mobile Payments, AML, Credit Risk, Credit Analysis, Portfolio Management, Retail Banking, Debit Cards, Financial Risk, Treasury Services, Process Improvement, ACH, Loans, Vendor Management, Treasury Management, Credit, Commercial Banking, Payments, Cards, Executive Management, Deposits, Commercial Lending, Mortgage Banking
Education
Florida State University - College of Business 1993 — 1994
MBA
University of South Florida 1991 — 1993
B.S., Business Administration
Digital Risk, LLC. November 2010 - Present
Contractor December 2007 - November 2010
NetBank, Inc. August 2004 - February 2007
JPMorgan Chase January 1997 - September 2003
Arbor National Mortgage Company January 1994 - January 1997
Skills
Business Development, Process Improvement, Team Building, Mortgage Banking, Leadership, Banking, Risk Management, Management, Training, Credit, Start-ups, Operations Management, Strategy, Mortgage Lending, Business Analysis, Change Management, Recruiting
Education
Florida State University
American Studies Major/Psychology Minor
Tata Consultancy Services February 2012 - Present
Nomura Securities January 2009 - December 2011
Citi July 2005 - January 2009
JPMorgan Chase June 2003 - June 2005
Citi August 1998 - September 2001
Dow Jones Telerate 1996 - 1998
Prodigy Services Company 1995 - 1996
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
New York University
BA
First Data Corporation April 2015 - Present
JPMorgan Chase June 2008 - March 2015
Bear, Stearns & Co. Inc. 2003 - May 2008
New York State Office of Homeland Security October 2001 - July 2003
OnPlan Inc October 2000 - September 2001
Proginet September 1989 - October 2000
Skills
Securities
Education
Fordham University School of Law
Juris Doctor
St. John's University School of Law
Fordham Gabelli School of Business
MBA, International Management
Manhattan College
BS, Computer Science
Pandera Systems September 2013 - Present
Pandera Systems November 2011 - Present
JPMorgan Chase July 2010 - November 2011
GE May 2010 - August 2010
Susan G. Komen for the Cure ® August 2008 - May 2010
National Panhellenic Conference January 2009 - January 2010
Skills
Management, Budgets, Leadership, Project Management, Microsoft Office, Analytics, Microsoft Excel, Customer Service, Finance, Business Analysis, Team Leadership, Human Resources, Sales, Account Management, Budgeting, Strategic Planning, Program Management, Financial Reporting, Customer Relations, Visio, Team Building, Microsoft Office 2007, Excel, Word, UltiPro HR Database, Salesforce.com, Outsourcing, PowerPoint, Payroll
Education
University of Tampa - John H. Sykes College of Business
Master of Business Administration (M.B.A.), Business Administration
Florida State University - College of Business
Bachelor of Science, Finance
SAS Institute July 2015 - Present
HazelTree Treasury Management Solutions August 2013 - July 2015
Bloomberg September 2011 - August 2013
Union Bank / HighMark Capital Management 2009 - August 2011
Credit Suisse May 2007 - 2009
Brown Brothers Harriman & Co June 2005 - May 2007
Plexus Group, a division of JPMorgan June 2004 - June 2005
JPMorgan Chase February 2000 - June 2004
Citigroup August 1996 - February 2000
L'Oreal USA February 1991 - August 1996
Skills
Fixed Income, Equities, Derivatives, Investments, Asset Management, Hedge Funds, FX Options, Securities, New Business Development, Trading Systems, Financial Markets, Financial Services, ETFs, Mutual Funds, Cash Management, Private Equity, Investment Management, Banking, Asset Managment, Risk Management, Portfolio Management, Bloomberg, Relationship Management, Alternative Investments, Foreign Exchange, Strategy, Team Leadership, Cash, Client Development, Equities & Derivatives, French Fluency, Treasury Management, Investment Strategies, FX Dealing, FX Dealing platforms, Fund Administration, Institutional..., Prime Brokerage, Operations Management, Investor Relations, Sales Management, Series 7, series 3, Series 63, Finance, Management, Trading, Capital Markets, Financial Risk, Corporate Finance
Education
Fordham Gabelli School of Business
MBA, International Finance
Worcester Polytechnic Institute 1985 — 1989
BS, Industrial / Management Engineering
Ramsey 1980 — 1986
Wandell 1974 — 1983
Bank of America June 2011 - Present
Modern Bank, N.A. February 2011 - June 2011
Wells Fargo June 2006 - January 2011
The Bank of New York Mellon January 2006 - July 2006
JPMorgan Chase February 1994 - January 2006
Skills
Capital Markets, Structuring, Hedge Funds, Credit, Commercial Credit, Credit Portfolio..., Credit Risk, Risk, Private Equity, Risk Management, Corporate Finance, Due Diligence, Credit Analysis, Derivatives, Banking, Structured Finance, Restructuring, Alternative Investments, Fund Of Funds, Portfolio Management, Financial Risk, Trading, Loans, Fixed Income, Underwriting, Private Banking, Investment Banking, Securities, Equities, Wealth Management, Asset Allocation, FX Options, Investment Advisory, Structured Products, Bloomberg, Cash Management, Asset Management, Investment Management, Bonds, Investments, Commercial Lending
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Finance
University of South Florida 1989 — 1991
BS, Finance
Storelli Recycling Company September 2015 - Present
JPMorgan Chase January 2013 - Present
JPMorgan Chase August 2010 - December 2012
Wells Fargo January 2007 - August 2010
Wachovia Bank January 2005 - January 2007
Wachovia August 2003 - December 2004
Skills
Credit, Commercial Banking, Commercial Lending, Consumer Lending, Credit Analysis, Loans, Mortgage Lending, Relationship Management, Small Business Lending, Cross Selling, Mortgage Banking
Education
Florida State University 1999 — 2003
Bachelor of Science (BS), Finance, General
BankUnited October 2014 - Present
JPMorgan Chase November 2012 - September 2014
JPMorgan Chase July 2010 - November 2012
LIFT (formerly National Student Partnerships [NSP]) September 2008 - November 2009
U.S. Department of State July 2009 - August 2009
Merrill Lynch September 2008 - December 2008
U.S. Department of State June 2008 - August 2008
Congressional Country Club May 2007 - August 2007
Skills
Fluent in the spoken..., Proficient in Microsoft..., Financial Modeling, Financial Analysis, Bloomberg, Bloomberg Terminal, Credit Analysis, Risk Management, Microsoft Office, Credit, Research, Data Analysis, Portfolio Management, Access, Spanish, Finance, Banking, Customer Service, Quantitative Analytics, Analysis, Corporate Finance, Valuation, Loans
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), International Finance, 3.8/4.0
Fordham University 2006 — 2010
Bachelor of Science (B.S.), International Business, Finance, Spanish Language and Literature
Universidad Argentina de la Empresa 2009 — 2009
Our Lady of Good Counsel High School 2002 — 2006
Diploma
RealPage, Inc. July 2011 - September 2014
JPMorgan Chase December 2009 - July 2011
JPMorgan Chase August 2007 - December 2009
Skills
Project Implementation, Software Implementation, Microsoft Office, Client Interfacing, Workshop Facilitation, Customer Service, Sales, Coaching, Training, Customer Satisfaction, Leadership, Project Planning, Management, Sales Management, CRM, Team Building, Recruiting, Salesforce.com, Project Management, Selling, Analysis, Management Consulting, Account Management, Product Development, Team Leadership, Marketing, Strategic Planning, Customer Retention, Process Improvement, Strategy, SaaS, Program Management, Onboarding, New Business Development
Education
Florida State University - College of Business 1996 — 2001
Bachelor of Science, International Business and Marketing
Universidad Del Belgrano - Argentina 2001 — 2002
Certificate, Spanish
CBS Interactive January 2015 - Present
Brean Capital, LLC April 2014 - December 2014
JPMorgan Chase August 2009 - March 2014
Lehman Brothers 2008 - 2009
Skills
Portfolio Management, Investments, Corporate Finance, Equities, Analysis, Financial Modeling, Finance, Equity Research, Bloomberg, Capital Markets
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA), Investment Management, 3.9 / 4.0
State University of New York at Stony Brook 2004 — 2007
B.A and B.S, Finance and Economics
New York Life Insurance Company November 2012 - Present
Chase April 2012 - November 2012
Vitera Healthcare Solutions January 2007 - April 2012
JPMorgan Chase September 2001 - January 2007
Hummingbird January 2000 - September 2001
Skills
Listening/Verbal/Written..., Analytical/Research, Computer/Technical..., Managing Multiple..., Interpersonal Abilities, Leadership/Management, Multicultural..., Planning/Organizing, Reasoning, Teamwork, Honesty/Integrity/Morali..., Adaptability/Flexibility, Dedication/Hard-Working/..., Dependability/Reliabilit..., Loyalty, Positive..., Professionalism, Self-Confidence, Self-Motivated/Ability..., Willingness to Learn, HIPAA, Requirements Analysis, Supervisory Skills, Healthcare, Business Analysis, Process Improvement, Compliance, Strategic Planning, Customer Service, Analysis, Customer Relations, Team Building, Microsoft Office, Problem Solving, Quality Assurance, Program Management, Risk Management, Troubleshooting, Account Management, SharePoint, Change Management, SQL, Documentation, Security, Administration, Social Media, Coaching, Team Leadership, Creativity, Project Management
Education
Florida State University - College of Business 1995 — 2000
B.S., Management Information Systems
Leon High School 1990 — 1995
Diploma, Magna Cum Laude
Wells Fargo 2015 - Present
Wells Fargo 2013 - 2015
JPMorgan Chase 2012 - 2013
Caveat Emptor Capital Management 2012 - 2012
Zions Bancorporation 2012 - 2012
Advent Capital Management 2010 - 2011
Credit Suisse 2007 - 2010
Skills
Valuation, Equity Research, Bloomberg, Financial Modeling, Commercial Banking, Sales, Banking, Comparable Analysis, Credit, Lines Of Credit, Research, Capital IQ, Loans, Middle Market, Strategy, Writing, Accounting, Financial Reporting, Business Objects, Excel, Value Investing, Thomson One, PowerPoint, Bloomberg Terminal, Fixed Income
Education
Fordham Gabelli School of Business 2011 — 2013
MBA, Finance, GPA - 3.97
University of Maryland - Robert H. Smith School of Business 2003 — 2007
BS, Finance, GPA - 3.44
T Wooton Designs May 2014 - Present
Sierra Pacific Mortgage August 2012 - August 2014
Peoples Bank October 2010 - February 2012
1st Pacific Capital February 2010 - August 2010
JPMorgan Chase January 2007 - February 2010
US Navy January 2001 - January 2007
Skills
Direct to consumer sales, Relationship Management, Team Management, Verbal and Writen..., Stategic Planning, Rapport Building, Strategic Planning, Mortgage Lending, Strategic Financial..., Loan Origination, Training, Management, Direct Sales, Finance, Customer Service, Refinance, Sales
Education
Foothill College 2015 — 2015
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Orange Coast College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Allied Real Estate School 2011 — 2012
CA DRE Sales Persons
JP Morgan Chase July 2012 - Present
JPMorgan Chase June 2011 - September 2011
JPMorgan Chase June 2010 - August 2010
Education
Fordham Gabelli School of Business 2015 — 2017
Master of Business Administration (MBA), Global Finance, A+
Sacred Heart University 2008 — 2012
Bachelor's degree, Computer Science. Minor in Business Administration
Cravath, Swaine & Moore LLP May 2014 - August 2014
Office of the Comptroller of the Currency June 2013 - August 2013
JPMorgan Chase September 2011 - September 2012
Education
Harvard Law School 2012 — 2015
J.D.
Florida State University 2007 — 2010
B.S.
Yusen Logistics (Americas), Inc. March 2012 - Present
JPMorgan Chase April 2009 - March 2012
JP Morgan Chase December 2007 - March 2009
APL Logistics 1996 - 2005
Skills
Marketing Strategy, MIS, Strategic Planning, Classical and Web based..., Advertising and Public..., Marketing Research, Event Management, Analysis, Business Analysis, Business Development, Email Marketing, Management, Marketing, Operations Management, Program Management, Supply Chain Management, Transportation, Project Management, Leadership, Supply Chain, Team Management, Strategy, New Business Development, Process Improvement
Education
Northwestern University - Kellogg School of Management 1996 — 1997
SCM & Logistics - Advanced Management Program, Logistics, Materials, and Supply Chain Management
Jacksonville University 1994 — 1996
Master of Business Administration (MBA), Marketing Management
Florida State University - College of Business 1985 — 1989
BS, Marketing - Industrial Management
American Equity Mortgage October 2014 - Present
Watson Realty Corp. June 2014 - November 2014
JPMorgan Chase June 2012 - June 2014
Christensen Financial, Inc. December 2011 - June 2012
Integrity Home Loan of Central FL, Inc. April 2010 - November 2011
Greater United Home Funding January 2005 - April 2008
Bank of America November 2001 - December 2004
Skills
Customer Service, FHA, Loan Origination, Loans, Investment Properties, Veterans Administration, USDA Rural Housing, Jumbo Mortgage, Mortgage Lending, FHA Financing, Credit, FHA financing, First Time Home Buyers, Investments, Mortgage Banking, Real Estate, Refinance, Residential Mortgages, USDA, Small Business, VA Loans, VA loans
Education
Florida State University 1990 — 1995
Bachelor's degree
Florida State University 1990 — 1995
Bachelor of Science (BS)
TIAA-CREF April 2007 - Present
Bank of America April 2003 - April 2007
JPMorgan Chase 2002 - 2003
GE Capital 1998 - 2003
Arthur Andersen Business Consulting 1995 - 1998
Andersen Business Consulting 1995 - 1998
Parsons Brinckerhoff 1990 - 1995
Skills
Leadership, Business Process..., Marketing Strategy, Financial Services, Product Development, Product Management, Portfolio Management, Process Improvement, Business Intelligence, Asset Management, Risk Management, Strategy, Vendor Management, Business Analysis, Management, Program Management, Mergers & Acquisitions, Management Consulting, Financial Analysis, Business Strategy, Change Management
Education
Fordham Gabelli School of Business
MBA, Competitive Strategy and Quantitative Methods
University of Colorado Boulder
BS, Mechanical Engineering
GE April 2013 - Present
Society for Information Management January 2007 - Present
XL Group plc October 2011 - January 2013
UBS Investment Bank October 2010 - October 2011
TNS-Global (WPP Group) August 2008 - October 2010
Bank of America August 2007 - August 2008
JPMorgan Chase June 2006 - July 2007
JPMorgan Chase October 2004 - May 2006
JPMorgan Chase January 2004 - September 2004
JPMorgan Chase January 2003 - December 2003
Skills
Corporate Finance, Credit Risk, Bank Mergers, Business Transformation, Process Improvement, Offshore Outsourcing, Program Management, Project Management, PMP, Agile Project Management, CMMI, Solution Architecture, ERP Implementations, Oracle E-Business Suite, Oracle Applications, CRM Integration, SaaS, Cloud Applications, Portal Development, Data Warehousing, Business Intelligence, Enterprise Software, Business Process..., Project Planning, Financial Services
Education
Fordham Gabelli School of Business 1988 — 1990
MBA, Finance
Auriemma Consulting Group January 2013 - Present
NYPAY January 2012 - Present
JPMorgan Chase 2001 - 2008
JPMorgan Chase 2000 - 2001
JPMorgan Chase 1997 - 2000
First Chicago Corporation - First Card 1971 - 1997
Skills
Relationship Management, Risk Management, Financial Analysis, Credit Cards, Operations Management, Customer Experience, Association Management, Portfolio Management, Process Improvement, Business Process..., Strategy, Cross-functional Team..., Payments, Financial Services, CRM, Vendor Management, Change Management, Executive Management, Mergers, Financial Modeling, Banking, Analytics, Strategic Financial..., Leadership, Payment Systems, Call Centers, Outsourcing, Strategic Planning, Analysis, Business Analysis, Management, Project Management, Budgets, Debit Cards, Strategic Partnerships, Forecasting, Product Management, P&L Management, Finance, Management Consulting, Financial Risk, Business Strategy, Credit, Segmentation, Due Diligence, Competitive Analysis, Mobile Payments, Program Management, Mergers & Acquisitions
Education
Fordham Gabelli School of Business
MBA, Finance
Mercy College
BS, Accounting
Triad Retail Media April 2014 - Present
JPMorgan Chase February 2001 - October 2013
Harland April 1997 - February 2001
FAIRWINDS Credit Union December 1992 - April 1997
Skills
HP Blade Systems and..., Windows and Linux..., LAN/VLAN, SAN/3PAR storage, Scripting - CLI and VB, Active Directory, Cisco Technologies, Servers, VMware, Windows Server, Networking, Computer Hardware, Data Center, Disaster Recovery, DNS, Firewalls, Hardware, ITIL, Infrastructure, SDLC, Troubleshooting, VMware ESX, VPN, Vendor Management, Windows
Education
Florida Technical College 1986 — 1988
Bachelor of Science (BS), Computer Science, 3.50
Preston Pipelines December 2013 - Present
Preston Pipelines March 2013 - December 2013
Nuezra March 2012 - July 2012
JPMorgan Chase January 1999 - March 2011
State of California Department of Forestry and Fire Protection July 2000 - November 2004
Skills
Salesforce.com, Management, Sales, Construction Safety, Data Center, Project Management, Cloud Computing, VoIP, Microsoft Excel, Cisco VoIP, Construction, Customer Service, Account Management, Customer Satisfaction, New Business Development, Process Improvement, Solution Selling, Team Leadership, Hazardous Waste..., Windows, OSHA 30-Hour, OSHA 10-Hour, EMT, CPR Certified, Forklift Operation, Stormwater Management
Education
San Jose State University 2007 — 2012
Business Administration and Management, General
Foothill College 2002 — 2005
Associate of Arts (A.A.), General Studies
Mission College 1998 — 2002
Associate of Science (A.S.), Fire Science/Fire-fighting
Mountain View High School 1994 — 1998
General Education, General Education
Texas Capital Bank June 2011 - Present
JPMorgan Chase December 2010 - June 2011
FDIC January 2010 - December 2010
FDIC September 2009 - January 2010
Bank of America June 2009 - September 2009
PHH Mortgage March 2009 - June 2009
JPMorgan Chase January 2008 - March 2009
JPMorgan Chase May 2004 - January 2008
JPMorgan Chase March 1994 - May 2004
Skills
Loans, Credit, Risk Management, Mortgage Lending, Banking, Mortgage Banking, Financial Analysis, Loan Origination, Finance, Credit Analysis, Financial Risk, Refinance, Leadership, Residential Mortgages, Investments, Credit Risk, Executive Management, Management, Strategic Planning, Sales, Consumer Lending, Cross Selling, Process Improvement, Capital Markets, Compliance, Construction Loans, Mortgage Underwriting, Operational Risk, Real Estate Economics, Business Planning, Team Building, Counterparty Risk, Sales Operations, Risk, Mortgage Industry, Mortgage, Real Estate Finance
Education
Florida State University - College of Business 1988 — 1993
BS, Finance
Wolfson High School 1985 — 1988
JPMorgan Chase May 2011 - June 2014
Central Florida Injury & Rehabilitation February 2007 - October 2010
River Reach Apartments June 2005 - May 2006
Valencia Trace Apartments December 2004 - June 2005
One Source Staffing Solutions January 2004 - October 2004
GNC Vitamin Store June 2002 - April 2003
Skills
Training, Payroll, Management, Software Documentation, Human Resources, Customer Service, Invoicing, Sales, Employee Relations, Finance, Interviews, Accounting, Telephone Skills, Retail, Insurance, Policy, Time Management, Event Management, Event Planning, Team Building, Leadership, Contract Negotiation, Marketing, Social Media Marketing, Marketing Strategy, Budgets, Strategic Planning
Education
Florida Technical College
Diploma, Architectural Drafting and Architectural CAD/CADD
New York City College of Technology
Associate of Science (A.S.), Architectural Drafting and Architectural CAD/CADD
The Travel Academy 1997 — 1997
certificate, Tourism and Travel Services
Infosys Consulting, Inc. 2012 - Present
The Hackett Group 2008 - 2012
JPMorgan Chase 2002 - 2008
Navigator Systems 1999 - 2002
Procter & Gamble May 1997 - August 1999
Skills
Business Transformation, Change Management, CRM, Cross-functional Team..., Governance, IT Strategy, Information Technology, Management Consulting, PMO, Procurement, Program Management, Service Management, Strategic Planning, Strategy, Business Process..., Management, Integration
Education
Florida State University - College of Business
Bachelor of Science (BS), Management Information Systems
Florida State University - College of Arts and Sciences
Bachelor of Science (BS), Biological Sciences
JPMorgan Chase December 2010 - Present
Liberty Power March 2009 - December 2010
Aerotek December 2006 - March 2009
Skills
Reporting & Analysis, Marketing, Sales, Banking, Relationship Management, Salesforce.com, Account Management, Event Management, Portfolio Management, Energy, Business Process...
Education
Florida State University - College of Business 2002 — 2005
Bachelor's degree, Marketing
TORC LLC February 2012 - Present
Trendrating 2015 - 2015
Mismi / RaptorNet January 2009 - February 2012
Deutsche Bank December 2005 - December 2009
JPMorgan Chase January 2004 - December 2005
Goldman Sachs May 1999 - December 2003
Deutsche Bank January 1997 - May 1999
Morgan Stanley 1994 - 1997
Skills
Electronic Trading, Trading Strategies, ETFs, Trading, Trading Systems, Program Trading, Equities, Equity Derivatives, Portfolio Management, Market Microstructure, Equity Trading, Swaps, Derivatives, Equity Swaps, Options, Routing, Smart Order Routing, Trading Platforms, Electronic Trading..., Prime Brokerage, Hedge Funds, Trade Execution, ETF, Financial Markets, Proprietary Trading, Series 7, Capital Markets, PMP, Business Development, Business Strategy, Project Management, Business Process..., Series 24, Trade Compliance, Compliance Management, New Business Development, Operational Risk
Education
Fordham Gabelli School of Business
Morgan Stanley March 2014 - Present
Wells Fargo Capital Finance August 2013 - March 2014
Florida International University April 2012 - August 2013
JPMorgan Chase June 2010 - April 2012
Regions Bank December 2005 - December 2009
Skills
Banking, Direct Sales, Customer Experience, CRM, Management, Sales, Marketing, Finance, Budgets, Negotiation, Portfolio Management, Microsoft Excel, Relationship Management, Credit, Retail Banking, Strategic Planning
Education
Florida State University - College of Business 2007 — 2009
BS, Finance
Robert Half Technology December 2014 - Present
JPMorgan Chase May 2013 - November 2014
JPMorgan Chase July 2011 - November 2014
San Mateo Credit Union September 2008 - September 2009
Skills
Loans, Credit, Banking, Consumer Lending, Lines Of Credit, Series 6, Mortgage Lending, Retail Banking, Loan Origination, Life Insurance, Cross Selling, Refinance, Personal Banking, Cash Management, Home Equity Lines of..., Credit Cards, Series 63, Internet Banking, Contract Recruitment, Marketing, Recruiting, Sales, Account Management, Leadership, Cold Calling, Microsoft Office, Customer Service
Education
University of California, Davis 2009 — 2011
Sociology (Law &Society), Sociology
Foothill College 2006 — 2009
Associate's degree, Individual Studies
Mckinley Middle School
Mckinley Middle School
JPMorgan Chase February 2013 - Present
S&J Sports, Inc. dba Play It Again Sports August 2007 - May 2013
JPMorgan Chase May 2011 - January 2013
Education
Florida State University 2009 — 2011
Bachelor of Arts (B.A.), Applied Economics
Combined Properties, Incorporated March 2015 - Present
Newmark Grubb Knight Frank March 2011 - January 2015
Newmark Grubb Knight Frank March 2011 - March 2012
JPMorgan Chase February 2010 - March 2011
Skills
Financial Analysis, Real Estate Economics, Real Estate, Due Diligence, Management, Mergers & Acquisitions, Investment Properties, Disposition, Valuation, Asset Management, Brokerage, Commercial Real Estate, Property Management, Market Analysis, Financial Modeling, Leases, Corporate Real Estate, Investments, Real Estate Transactions, Financial Reporting, Portfolio Management, Finance, Real Estate Development, Acquisitions, Real Estate Financing
Education
Florida State University - College of Business 2004 — 2009
Finance, Economics
Ericsson May 2014 - Present
Ericsson/ U.S Security July 2012 - May 2014
JPMorgan Chase February 2011 - August 2011
Redbox July 2009 - May 2010
Mind Body Partnerships May 2008 - January 2009
Skills
Data Entry, Customer Service, Program Management, Research, Security, Merchandising, Databases, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Event Planning, Access, Leadership, Social Networking, Social Media, Team Leadership
Education
Foothill College 2012 — 2015
Chinese Christian Schools 2001 — 2005
Calvary Christian Store June 2012 - April 2013
JPMorgan Chase July 2008 - August 2009
In-Home Support Services (IHSS) August 2006 - August 2008
Advanced Physical Therapy August 2005 - December 2007
Skills
Great Customer Service, Outstanding..., Strong Written and Oral..., Organizational..., Highly Detail Oriented, Resourceful..., Team Player, Dependable, Industrious
Education
Folsom Lake College
Some Course Work Completed, Liberal Arts and Sciences/Liberal Studies
EverBank October 2013 - Present
FSU College of Business - Recent Alumni Board January 2010 - Present
Alpha Kappa Psi Alumni Foundation September 2008 - Present
Alpha Kappa Psi May 2008 - Present
JPMorgan Chase September 2011 - October 2013
JP Morgan Chase September 2010 - September 2011
JPMorgan Chase September 2008 - September 2010
Florida State University August 2006 - August 2008
Jet Propulsion Laboratory May 2004 - August 2006
Citigroup Technology Infrastructure 2002 - 2003
Skills
Investments, Financial Modeling, Financial Analysis, Finance, Portfolio Management, Risk Management, Management, Project Planning, Microsoft Excel, Strategic Planning, Negotiation, Microsoft Office, Project Management, Analysis, Program Management, Public Speaking, Sales, Leadership Development, Time Management, Forecasting, Leadership, Marketing, Policy, Nonprofits, Budgets, Business Strategy, Community Outreach, Spanish
Education
University of North Florida 2013 — 2015
Bachelor of Science (BS), Accounting and Finance
Florida State University 2003 — 2008
Bachelor of Science, Finance
Florida State University - College of Business 2003 — 2008
BS, Finance & Economics
Florida State University International Programs 2007 — 2007
Bachelor of Science, Economics
MetLife December 2012 - Present
MetLife May 2010 - November 2012
Greentree Associates Inc. December 2007 - December 2008
Target 2006 - 2007
The Home Depot 2003 - 2006
Home Depot 2003 - 2006
JPMorgan Chase 2001 - 2001
Citibank 2000 - 2001
Cantor Fitzgerald April 1996 - August 2000
US Navy 1990 - 1996
Skills
Process Improvement, Strategic Planning, Program Management, Operations Management, Cross-functional Team..., Business Strategy, Change Management, Team Building, Leadership, Management Consulting, Team Leadership, Six Sigma, Business Development, Project Management, CRM, Analysis, Management, Training, Business Process, Business Planning, Executive Management, Budgets, Financial Modeling, Financial Analysis, Finance, Project Planning
Education
Fordham Gabelli School of Business 2000 — 2002
MBA, Finance & Management
United States Naval Academy 1986 — 1990
BS, Political Science
JPMorgan Chase October 2010 - Present
Education
Florida State University
JPMorgan Chase October 2007 - Present
Citigroup April 2006 - September 2007
JP Morgan July 1995 - April 2006
Technology Solutions 1994 - 1995
Salomon Brothers 1990 - 1994
Skills
Risk Management, Project and Program..., Equity and Fixed Income..., Foreign Exchange Trading, Derivative Products, Fixed Income, Equities, Investment Banking, Credit Derivatives, Credit Trading, Derivatives, Equity Derivatives, FX Options, FX trading, Market Data, Trading Systems
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Finance
All Hallows High School
Manhattan College
B.S. in Computer Information Systems
American Express June 2013 - Present
American Express October 2011 - June 2013
Quorum Federal Credit Union November 2009 - October 2011
Alliance Bernstein November 2005 - January 2008
JPMorgan Chase July 2003 - November 2005
Deutsche Bank April 2002 - July 2003
Arthur Andersen September 1999 - April 2002
Skills
Data Analysis, Business Analysis, Business Intelligence, Process Capability, Digital Strategy, Compliance, Quality Assurance, Governance, Risk Assessment, Operational Risk, Vendor Management, IT Risk, International Business, Consumer Lending, Credit Cards, Credit Scoring, IT Audit, Credit Unions, Internal Audit, Information Technology, Internal Controls, Financial Risk, Business Process, Operational Risk..., Management, Finance
Education
Fordham Gabelli School of Business 2015 — 2016
MBA
Susquehanna University 1995 — 1999
Bachelor of Science
Capital One February 2015 - Present
Citibank May 2012 - February 2015
Chase Card Services May 2008 - May 2012
HSBC 2006 - 2008
JPMorgan Chase 2005 - 2006
JPMorgan Chase May 1998 - January 2005
Ogilvy & Mather 1996 - 1998
Skills
Credit Cards, Cross Selling, Debit Cards, Financial Services, Retail Banking, Relationship Management, Portfolio Management, Payments, Marketing Analytics, Commercial Banking, Credit Risk, Credit, Risk Management, Banking, Analytics, Customer Acquisition, Marketing, Segmentation, Product Management, Business Development, Digital Marketing, Brand Management, Management
Education
Fordham University - Graduate School of Business Administration 1998 — 2001
Master of Business Administration (MBA)
James Madison University - College of Business 1991 — 1995
Bachelor's degree
Citicorp October 2008 - Present
Bear Stearns August 2006 - September 2008
JPMorgan Chase 1994 - 2006
Skills
Capital Markets, Credit Derivatives, Derivatives, Equities, Financial Analysis, Fixed Income, Investment Banking, Risk Management, Securities
Education
Fordham Gabelli School of Business 2000 — 2003
Sydenham College 1979 — 1982
Global Networker 2012 - Present
JPMorgan Chase February 2011 - Present
JPMorgan Chase August 2009 - March 2011
JPMorgan Chase February 2008 - August 2009
Primary Capital Mortgage May 2006 - September 2007
Skills
Wellness Coaching, Sales, Relationship Management, Customer Service, Investments, Marketing, Small Business Lending, Real Estate, Mortgage Lending, Credit, Financial Analysis, Strategic Planning, Insurance, Finance, Management, Leadership, Banking
Education
Florida State University - College of Business 2001 — 2006
BS, Marketing and Management
MIS Partners, Inc. February 2007 - Present
JPMorgan Chase 2002 - 2004
Skills
Network Security, Microsoft Exchange, Active Directory, Disaster Recovery, SaaS, Virtualization, Salesforce.com, Sales Process, VMware, Data Center, Servers, Windows Server, Solution Selling, Security, VoIP, Cloud Computing, Storage, Enterprise Software, Networking, Managed Services, Professional Services, IT Management, Cisco Technologies, Microsoft Technologies, System Deployment, Firewalls, Infrastructure, Network Architecture, Business Continuity, Information Security
Education
Florida State University - College of Business 1994 — 1996
Bachelor of Science (B.S.), Finance, General
Coconut Creek 1984 — 1988
FIS May 2012 - Present
Atlantic Coast Bank February 2009 - May 2012
JPMorgan Chase December 2007 - February 2009
HomeBanc Mortgage March 2006 - August 2007
HomeBanc Mortgage April 2004 - March 2006
HomeBanc Mortgage October 2001 - March 2004
Burdines Department Store November 1998 - June 2001
Burdines Department Store August 1996 - November 1998
Skills
Email Marketing, Presentation Development, Brand Management, Public Relations, Positioning, Sales Management, Marketing, Marketing Strategy, Online Advertising, Advertising, Social Media, Leadership, Copywriting, B2B, Strategy, Management, Training, Strategic Communications, Strategic Planning, Project Management, Entrepreneurship, Program Management, Event Planning, Product Development, Market Planning, Marketing Communications, Budgets
Education
Florida State University - College of Business 1987 — 1991
BS, Business Management
TD Ameritrade August 2011 - Present
Charles Schwab November 2008 - September 2011
Brown Brothers Harriman July 2007 - October 2008
JPMorgan Chase July 2003 - July 2007
Morgan Stanley April 1997 - July 2003
Skills
Financial Services, Securities, Series 7, Investments, Asset Management, Mutual Funds, Equities, Portfolio Management, Risk Management, Fixed Income
Education
Fordham University - Graduate School of Business Administration 2003 — 2006
MBA, Finance
Saint John's University
BA, Economics
Second Round, LP April 2013 - Present
JPMorgan Chase August 2008 - April 2013
Supportkids April 2006 - June 2008
Skills
Process Improvement, Operations Management, Customer Service, Customer Relations, Accounts Receivable, Vendor Management, Risk Management
Education
Fontbonne University 2003 — 2004
Master’s Degree, Business Administration and Management, General
PNC Mortgage, a division of PNC Bank, NA October 2012 - Present
JPMorgan Chase October 2009 - October 2012
Diligence Solutions, Inc. May 2008 - September 2009
Morgan Stanley July 2003 - March 2008
JPMorgan Chase June 2000 - July 2003
First NLC April 1996 - June 2000
US Home Mortgage January 1995 - January 1996
Countrywide January 1993 - January 1994
Coral Gables Federal Savings & Loan January 1989 - January 1992
Skills
Loans, Mortgage Lending, Loss Mitigation, Mortgage Banking, Credit, Underwriting, Mortgage Servicing, Loan Origination, Residential Mortgages, Credit Risk, Fraud, Mortgage Underwriting, Finance, Leadership, Financial Services, Management, Due Diligence, Banking, Analysis, Credit Analysis, Operational Risk, Training, Executive Management, FHA, Risk Management, Valuation, Portfolio Management, Auditing, Refinance, Loan Servicing, Financial Risk, Operational Risk..., Relationship Management, AML, Capital Markets
Education
Florida State University
MedAssets 2008 - Present
Accuro Healthcare Solutions November 2007 - Present
Broadlane October 2004 - November 2007
Lynx Software Systems July 2000 - September 2004
The Chase Manhattan Bank February 1997 - July 2000
JPMorgan Chase 1988 - 2000
The Chase Manhattan Bank August 1988 - February 1997
Skills
Process Improvement, Healthcare Information..., Instructional Design, Healthcare, Training, HIPAA, Computer Software..., Captivate, FrameMaker, Visio, Business Analysis, Vendor Management, Access, Hospitals, Software Documentation, Team Building, Talent Management, Presentation Development, Technical Writing, Program Management, Healthcare Management, SDLC, Training Delivery, Strategic Planning, SharePoint, Management, Cross-functional Team..., Data Analysis, Leadership, Business Process..., Onboarding, Analysis, Instructor-led Training, EMR, Salesforce.com, E-Learning, Learning Management..., Project Management, Leadership Development, Hands-on Training, Employee Training, Managed Care, Quality Assurance, Software Implementation, Needs Analysis, Change Management, Organizational...
Education
Florida State University - College of Business 1979 — 1983
BS, Finance
JPMORGAN CHASE & CO October 2006 - Present
JPMorgan Chase 2005 - 2006
JPMorgan Chase 2003 - 2005
The GMS Group January 2003 - November 2003
Verizon Enterprise Solutions Group 2000 - 2002
Education
Florida State University 1993 — 1997
BA, Politial Science
N/A
iShares October 2014 - Present
Northern Trust/FlexShares September 2013 - September 2014
Managers Investment Group March 2013 - September 2013
Russell Investment Group October 2006 - March 2013
JPMorgan Chase 2004 - 2006
Franklin Templeton Investments January 2003 - August 2004
VALIC December 2001 - January 2003
Morgan Stanley August 2000 - September 2001
Education
University of Miami - School of Business 2004 — 2006
MBA, Management Science, 3.9
Florida State University - College of Business 1996 — 2000
Bachelor of Science (BS), International Business, 3.7
JPMorgan Chase 2011 - Present
Consulting - small businesses 2008 - 2011
JPMorgan Chase 1982 - 2001
Skills
Banking
Education
Fordham Gabelli School of Business 1985 — 1987
Fordham University 1978 — 1982
BS, Finance
Located in Paris, France August 2011 - Present
JPMorgan Chase November 2009 - August 2011
TheLadders.com May 2009 - July 2009
BNYMellon, Dreyfus Division February 2007 - June 2008
Guardian Life Insurance Company, Trust Division June 2002 - September 2005
TD Waterhouse June 1999 - October 2001
Merrill Lynch & Company June 1998 - October 1998
Merrill Lynch & Company September 1991 - June 1998
Skills
Mutual Funds, Investments, Financial Markets, Sales, Financial Services, Fixed Income, Bloomberg, Capital Markets, Hedge Funds, Derivatives, Asset Managment, Series 7, Asset Management, Banking, Loans
Education
Alliance Francaise
Diploma, French
Fordham Gabelli School of Business
MBA, Finance
State University of New York at Albany
B.A., Economics
MIS Partners, Inc. February 2007 - Present
MIS Partners, Inc. January 2007 - Present
JPMorgan Chase 2004 - 2006
Cybertotems 2001 - 2002
Education
Coconut Creek High School 1984 — 1998
Florida State University - College of Business 1994 — 1996
BS, Finance
JPMorgan Chase 2002 - Present
Arthur Andersen 2000 - 2002
Univision Radio 1997 - 1998
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Finance, Investments, Accounting, Process Improvement, Forecasting, Microsoft Excel, Project Management
Education
Florida State University - College of Business 1993 — 1996
BS, Accounting
JPMorgan Chase June 2000 - Present
Raymond James Financial 1998 - 2000
Salomon Brothers Inc April 1992 - June 1998
Skills
Program Management, Vendor Management, PMP, Business Analysis, SDLC, Project Management, Financial Services, PMO, Requirements Analysis, Change Management, Leadership, Project Portfolio..., Software Project..., IT Strategy, Requirements Gathering, Project Delivery, IT Management
Education
University of Florida - Warrington College of Business Administration 1996 — 1998
MBA
Florida State University 1987 — 1991
Bachelor of Arts (B.A.)
Forte Technology Resources September 2008 - Present
Florida Hospital October 2010 - January 2011
Orange County Public Schools August 2005 - August 2008
Lewco Securities 1997 - 2002
Accenture Technology Solutions May 1996 - July 1997
JPMorgan Chase March 1986 - March 1997
JP Morgan 1986 - 1997
RCA Americom 1976 - 1986
Globcom 1980 - 1983
Brooks Paxton Show March 1974 - July 1976
Education
Rider University 1980 — 1986
MBA, Systems, Finance
Indiana University of Pennsylvania 1970 — 1974
Hunterdon Central High School 1966 — 1970
Florida State University
JPMorgan Chase October 1997 - Present
Chase October 1997 - Present
Skills
Banking, Customer Service, Management, Risk Management, Business Analysis, Credit, Project Management, Leadership, Microsoft Office, Financial Analysis
Education
Florida State University 1992 — 1997
Bachelor's degree
Florida State University 1992 — 1997
Acosta Sales & Marketing January 2015 - Present
EverBank June 2013 - December 2014
JPMorgan Chase October 2011 - May 2013
KeHE Distributors Inc September 2008 - October 2011
Solantic, LLC January 2008 - February 2008
Montecito Property Company January 2006 - May 2007
Bank of America April 1999 - June 2000
Bank of America August 1997 - December 1998
Bank of America April 1996 - August 1997
Bank of America September 1993 - April 1996
Skills
Outlook, Risk Management, Microsoft Excel, Mergers, Business Process..., Financial Analysis, General Ledger, Accounting, JD Edwards, Business Process..., Microsoft Office
Education
Florida State University - College of Business 1984 — 1986
Bachelor of Science, Management
JPMorgan Chase March 2008 - Present
Nationstar Mortgage March 2004 - March 2008
ACS 2002 - 2004
Skills
REO, Loss Mitigation, Loans, Mortgage Lending, Leadership, Mortgage Banking, Negotiation, Project Management, FHA, Default, Loan Origination, Mortgage Underwriting, Refinance, Appraisals, Mortgage Servicing, Consumer Lending
Education
Florida State University - College of Business 1999 — 2002
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
JPMorgan Chase March 2014 - Present
JPMorgan Chase April 2011 - March 2014
JPMorgan Chase July 2008 - April 2011
Florida State Board of Administration March 2006 - June 2008
Skills
Management, Project Management, Data Analysis
Education
Florida State University - College of Business 2003 — 2007
Bachelor of Science (BS), Finance and Management Information Systems, General
Port Charlotte High
Bayview Loan Servicing, LLC October 2014 - Present
Bayview Loan Servicing, LLC August 2013 - October 2014
Bayview Loan Servicing, LLC September 2012 - August 2013
Bayview Loan Servicing, LLC August 2010 - September 2012
JPMorgan Chase September 2008 - August 2010
Skills
Asset Management, Banking, Credit, Credit Analysis, Customer Service, Finance, Leadership, Loan Origination, Loan Servicing, Loans, Loss Mitigation, Management, Microsoft Excel, Mortgage Banking, Mortgage Lending, Mortgage Servicing, New Business Development, Portfolio Management, Refinance, Residential Homes, Team Building
Education
Florida State University - College of Business 2002 — 2006
JPMorgan Chase October 2002 - Present
Ignition Mortgage Technology Solutions August 2000 - October 2002
CitiStreet 1999 - 2000
Alltel Information Services 1995 - 1998
Skills
Risk Management, Vendor Management, Agile, Banking, SDLC, Process Engineering, Business Analysis, Strategic Planning, IT Management, Team Building, Mortgage, Loans, Mortgage Banking, SQL, Software Development, Mortgage Lending, Compliance, Requirements Gathering, Visio, Agile Methodologies, Financial Services
Education
Florida State University - College of Business 1987 — 1991
Bachelors Degree, Finance
Citi March 2015 - Present
JPMorgan Chase October 2011 - March 2015
Wells Fargo January 2011 - October 2011
Wachovia, A Wells Fargo Company October 2003 - January 2011
Skills
Customer Service, Mortgage Lending, Analysis, Credit, Loans, Process Improvement, Consumer Lending, Small Business Lending, Series 63, Series 6, Retail Banking, Sales, Private Banking, Banking, Asset Management, Commercial Lending, Financial Reporting, Strategic Planning
Education
Florida State University 1999 — 2003
B.S, Finance & Multinational Business Operations
JPMorgan Chase May 2014 - Present
JP Morgan Chase & Co. / JP Morgan Securities LLC December 2008 - April 2014
Sayville Ferry Service 2001 - 2010
JP Morgan Chase & Co. August 2008 - December 2008
Bear Stearns & Co. July 2007 - August 2008
Education
Fordham University - Graduate School of Business Administration 2012 — 2015
MBA, Information Systems and Management
Villanova University 2003 — 2007
BS, Computer and Information Sciences
Middlesex University 2006 — 2006
Information Technology
JPMorgan Chase November 2013 - Present
Citi October 2011 - October 2013
Citi December 2010 - October 2011
Citi July 2009 - November 2010
Bell, Griffith, and Associates, Inc., Real Estate Appraisers and Consultants July 2008 - November 2008
Skills
AML, AML Investigations, Banking, Compliance, Private Investigations, Interviews, Bank Secrecy Act, OFAC, Suspicious Activity...
Education
Florida State University - College of Business 2005 — 2008
BS, Finance, Real Estate
Macquarie Group October 2013 - Present
J.P. Morgan December 2011 - October 2013
JPMorgan Chase September 2008 - December 2011
PepsiCo February 2008 - May 2008
Skills
Investments, Cash Management, Hedge Funds, Mutual Funds, Real Estate, Fixed Annuities, Securities, Relationship Management, Property Management, Excel, Valuation, Equities, Bloomberg
Education
Fordham Gabelli School of Business 2009 — 2013
MBA, Finance, Management
Fordham University 2004 — 2008
B.A, Economics
Vantiv September 2013 - Present
KeyBank October 2012 - September 2013
JPMorgan Chase October 2011 - October 2012
Wells Fargo July 2002 - August 2011
Wells Fargo March 2001 - June 2002
National City Bank July 1998 - February 2001
Skills
Strategic Planning, Business Analysis, Process Improvement, Wealth Management, Business Requirements, SDLC, Payments, Strategic Financial..., Portfolio Management, Change Management, Treasury Management, IT Strategy, Mergers & Acquisitions, Strategy, Leadership Development, Banking, Leadership, Project Accounting &..., Business Requirements..., Planning, Scheduling,..., Scope/Change Control, Key Stakeholder..., Trust Management, Estate Planning, Real Estate, Management, Risk Management, User Acceptance Testing, Financial Planning, Waterfall, Lean/Agile, Technical Documentation, Thought Leadership, Business Planning, Estate Administration, Business Architecture, Solution Architecture
Education
Cannon Financial Institute
Certificate, Trust School
DBM
Certificate, Project Management
DBM
Certificate, Six Sigma Greenbelt
DBM
Certificate, Business Analysis
Florida State University
Certificate, Financial Planning
Lake Erie College
MBA, Business Administration
Lake Erie College
BA, Pre-Med & Health Care Administration
Prosci
Certified ADKAR Management Professional
The CCIM Institute
CCIM, Commercial Investment Real Estate
Wachovia
Executive Leadership Program
JPMorgan Chase October 2010 - Present
PharMerica March 2008 - October 2010
CraftSystems, Inc. 2004 - 2008
Software Architects 1998 - 2004
Education
Florida State University - College of Business 1994 — 1997
BS
JPMorgan Chase February 2011 - Present
QVC November 2009 - May 2010
Robert Half International 2009 - 2010
QVC 2009 - 2009
Visa 2007 - 2009
Education
Florida State University - College of Business 2003 — 2007
Bachelor of Science, Management
Goldey-Beacom College
JPMorgan Chase December 2012 - Present
JPMorgan Chase May 2011 - December 2012
FCT Assembly July 2007 - May 2011
Skills
Sales, Marketing, Account Management, Sales Management, Customer Service, Public Relations, New Business Development, PowerPoint, Negotiation, Forecasting
Education
Florida State University - College of Business 2003 — 2007
Finance and Real Estate
Wells Fargo Securities 2013 - Present
Wells Fargo Securities February 2012 - October 2013
Wells Fargo 2010 - 2012
Wells Capital Management 2009 - November 2010
Evergreen Investments 2005 - September 2009
JPMorgan Chase 2001 - April 2005
JPMorgan Chase 1999 - April 2001
Undisclosed 1997 - 1999
Education
Fordham Gabelli School of Business 2001 — 2004
MBA, Finance and Real Estate
State University of New York College at Oswego 1993 — 1997
BA, Public Justice
Red Hook
JPMorgan Chase 2011 - 2013
Comerica Bank April 2009 - October 2011
Bank of America 2007 - 2009
Meadows Homes, Inc. December 2004 - November 2007
Bank of America September 1996 - December 2004
Skills
Commercial Lending, Commercial Banking
Education
Florida State University - College of Business 1994 — 1996
BS, Finance
Mack Real Estate Group May 2014 - Present
JPMorgan Chase January 2014 - April 2014
EY September 2013 - January 2014
EY November 2012 - August 2013
Ernst & Young October 2010 - October 2012
EY December 2009 - September 2010
JPMorgan Chase July 2007 - November 2009
Skills
Compliance Audits, AML, Risk Management, Accounting, Corporate Finance, Treasury, Financial Services, Financial Reporting, Operational Risk..., Internal Controls, Internal Audit, IT Audit, Auditing, Financial Analysis, Enterprise Risk..., Finance, Risk Assessment, Banking, Operational Risk
Education
Fordham Gabelli School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Fordham Gabelli School of Business 2003 — 2007
Bachelor’s Degree, Public Accounting
Saint Anthony's High School 1999 — 2003
High School
National University of Ireland, Galway
Pilgrim Haven May 2009 - Present
Northern Trust 2007 - 2008
Prometheus Real Estate Group 2006 - 2007
JPMorgan Chase 1999 - 2006
Wells Fargo Home Mortgage 1998 - 1999
City of Palo Alto 1997 - 1998
Lockheed Martin 1990 - 1997
United Technologies 1989 - 1990
Philips Semiconductor 1983 - 1989
Education
San Francisco State University 2009 — 2011
MA, Gerontology
Foothill College 2008 — 2009
Certificate, Gerontology
Occidental College
MA, Diplomacy and World Affairs
Saint Mary's College of California
MS, Procurement and contract administration
Santa Clara University - Leavey School of Business
MBA, Finance
St. Olaf College
Norwegian studies
University of California, Berkeley
BA, History
JPMorgan Chase July 2007 - Present
JPMorgan Chase 2005 - 2007
JPMorgan Chase 2002 - 2005
Friedman Billings and Ramsey 2000 - 2001
Skills
Securities, Global Custody, Fixed Income, Derivatives
Education
University of Phx
MBA, Global Mgmt
Florida State University
Finance
The University of Memphis
BA, Finance
Western Carolina University October 2015 - Present
JPMorgan Chase September 2011 - May 2015
JPMorgan Chase January 2008 - August 2011
ISGN 2006 - 2008
REMEND, INC 2006 - 2006
FAIR ISAAC CORPORATION January 2005 - December 2005
LONDON BRIDGE SOLUTIONS (LBSS) 2003 - 2004
CHECKFREE CORPORATION 2001 - 2003
ADVANCED MORTGAGE TECHNOLOGY INC. (AMTI) 1999 - 2001
SUNTEK CONSULTANTS 1998 - 1999
Skills
Business Analysis, Process Improvement, Vendor Management, Banking, Mortgage Lending, Program Management, SQL, Business Development, Team Leadership, Software Project..., Business Strategy, Agile Methodologies, Operations Management, XML, .NET, Crystal Reports, ASP.NET, C#, Product Management, SOA, Requirements Gathering, Requirements Analysis
Education
Florida State University 1976 — 1980
Criminology
Lake Sumter Community College 1976 — 1976
JPMorgan Chase August 2011 - Present
Honores Investments, Albion Property Investments, LLC November 2004 - Present
Limited Brands, Inc January 2011 - June 2011
Verizon Business May 1996 - August 2010
Verizon Business January 1996 - August 2010
RE/MAX Team Advantage December 2004 - June 2006
Choctaw Lake Homeowner's Association 2004 - 2006
Electronic Connectivity Services January 1997 - January 2000
CompuServe/MCI/Verizon Business January 1996 - January 1997
Mci January 1996 - January 1997
Skills
Real Estate Investing, Owning/Managing Self..., Owning/Managing Mobile..., Real Estate Property..., Real Estate License, Investment Properties, Landlord/Tenant Issues, Project Management
Education
Florida State University
Bachelor of Science (B.S, Computer Science
Florida State University 1992 — 1993
BS, Computer Science
Ohio Division of Real Estate
Dekalb High School 1978 — 1982
SunTrust Bank June 2013 - Present
JPMorgan Chase November 2007 - June 2013
First American Title August 2005 - June 2007
Skills
Financial Analysis, Customer Service, Leadership, Microsoft Excel, Project Management, Microsoft Office, Accounting, Program Management, Banking, Forecasting, Mortgage Lending, Operations Management, Process Improvement, Strategic Planning, Risk Management, Consumer Lending, Internal Audit
Education
Florida State University - College of Business 1999 — 2004
B.S., MIS & Finance
JPMorgan Chase July 2008 - Present
Clearwire September 2004 - January 2008
Education
Florida State University - College of Business 1996 — 2001
SS&C GlobeOp October 2015 - Present
JPMorgan Chase March 2013 - September 2015
Skills
Bloomberg, Derivatives, Equities, Financial Analysis, Investments, Microsoft Excel, Data Analysis, Analysis, Hedge Funds
Education
Florida State University - College of Business 2007 — 2011
Bachelor's degree, Finance, General
Fidelity National Information Services October 2010 - Present
Fidelity National Information Services July 2005 - October 2010
JPMorgan Chase July 2002 - July 2005
Chase Home Finance January 2000 - July 2002
JPMorgan Chase 1999 - 2000
Skills
Typing: 60 WPM, Microsoft Windows NT..., Word, Excel, PowerPoint, Live Meeting, Visio,..., Lotus Notes, Outlook..., Agile & Waterfall..., Accounting, Analysis, Banking, Cash Management, Customer Service, Finance, General Ledger, Human Resources, Insurance, Investments, Management, Payments, Payroll, Process Improvement, SDLC, Team Management, Time Management
Education
University of Phoenix 2003 — 2006
MBA, Accounting
Florida State University 1992 — 1996
BS, Child Development
Citi August 2013 - Present
Citi May 2012 - August 2013
MetLife April 2011 - May 2012
JPMorgan Chase August 2007 - April 2011
Skills
Securities, Financial Services, FINRA, Mutual Funds, Series 63, Series 7, Retirement Planning, Retirement, Investments, Series 6, Insurance, Wealth Management, Asset Allocation, Financial Planning, Financial Analysis, Portfolio Management
Education
Fordham Gabelli School of Business 2003 — 2007
BS, Finance and Econimics
JPMorgan Chase, Chief Investment Office March 2013 - Present
JPMorgan Chase March 2013 - January 2015
BNY Mellon June 2012 - December 2012
People's Bank of China July 2010 - October 2010
BOC International July 2009 - August 2009
Skills
Machine Learning, Financial Modeling, VBA, Derivatives, Financial Markets, Risk Management, Portfolio Management, Financial Analysis, Fixed Income, Bloomberg, SAS, Matlab, Time Series Analysis, Financial Risk, Mandarin, Financial Programming, Quantitative Finance
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
Master's Degree, Quantitative Finance
Fudan University 2006 — 2010
Bachelor's Degree, Management Science
DHI Mortgage September 2014 - Present
JPMorgan Chase December 2013 - September 2014
JPMorgan Chase October 2011 - December 2013
Universal Technical Institute April 2011 - September 2011
Citi June 2006 - November 2010
Skills
Student Financial Aid, Higher Education, Campus, Loans, Mortgage Lending, Credit Analysis, FHA, Underwriting, Mortgage Banking, Credit, Residential Mortgages, Home Equity Loans, Government Loans, Consumer Lending, Loan Servicing, Career Development, Loan Origination
Education
Florida State University 2006 — 2009
Bachelor of Science (BS)
Bank of America Merrill Lynch August 2011 - Present
JPMorgan Chase January 2008 - July 2011
Wachovia Bank June 2006 - December 2008
Skills
Financial Statement..., New Business Development, Relationship Management, Networking, Strategy Implementation, Commercial Banking, Finance, Financial Analysis, Banking, Credit, Real Estate, Business Development
Education
Florida State University 2001 — 2005
Bachelor's degree, Business, Management, Marketing, and Related Support Services
RiskSpan October 2014 - Present
Capital Markets Cooperative May 2013 - October 2014
JPMorgan Chase February 2012 - May 2013
Deutsche Bank May 2011 - February 2012
Skills
Credit, Valuation, Mortgage Lending, Fixed Income, Derivatives, Financial Modeling, Bloomberg, Microsoft Office, Credit Analysis, Financial Analysis, Capital Markets, Microsoft Excel, Risk Management, Loans, Banking, Credit Risk, Finance, VBA, SAS, SAS Programming, Unix, SQL
Education
Florida State University - College of Business 2010 — 2011
Master of Science (M.S.), Finance, General
Florida State University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Florida State University 2006 — 2010
Bachelor of Science (B.S.), Applied Economics
New York Life Insurance Company May 2015 - Present
Minted October 2014 - January 2015
JPMorgan Chase January 2013 - July 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Public Speaking, Troubleshooting, Windows, Computer Hardware
Education
Foothill College 2013 — 2014
Information Technology