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
as a Senior Underwriter Underwriter IIIEverBankOctober 2012 - April 2014
JPMorgan Chase November 2002 - October 2012
Skills
Underwriting, Credit, Mortgage Lending, Loans, Analysis, Banking, Credit Analysis, Refinance, Mortgage Banking, FHA, FHA financing, Loan Origination, Loss Mitigation, Management, VA loans, USDA, Mortgage Underwriting
Education
Holy Angel University 1981 — 1985
Bachelor of Arts (B.A.), English Language and Literature/Letters
Holy Family Academy 1977 — 1981
Corporation Service Company April 2015 - Present
Frost & Sullivan August 2012 - March 2015
ADP November 2010 - May 2012
JPMorgan Chase February 2006 - July 2010
JPMorgan Chase & Co January 2006 - July 2010
Skills
Business Planning, Portfolio Management, Analysis, Business Analysis, New Business Development, Financial Modeling, Investments, Forecasting, Management, CRM, Sales, Banking, Strategic Financial..., Financial Analysis, Financial Reporting, Microsoft Excel, Customer Retention, Small Business, PowerPoint, Risk Management, Credit, Human Resources, Customer Relations, Retail Banking, Leadership, Project Management, Customer Service, Salesforce.com, Mortgage Lending, Strategic Planning, Mutual Funds, Customer Satisfaction, Financial Planning, Notary Public, Excel, Word, Outlook, Strategic Data Analysis, Payroll, Microsoft Word, Tenacious
Education
Hofstra University 2008 — 2012
MBA, Finance, 3.55
San Diego State University-California State University 2001 — 2005
Bachelors, Business Management
Hofstra University November 2009 - Present
Hofstra University 2013 - 2015
Marymount Manhattan College April 2005 - November 2006
JPMorgan Chase February 1999 - November 2004
Skills
Higher Education, SPSS, Research, Student Affairs, Psychology, PowerPoint, Event Planning, Community Outreach, Microsoft Office, Nonprofits, Microsoft Word, Microsoft Excel, Data Analysis, Customer Service, Advisement, Event Management, Department Budgeting, Higher Education..., Higher Education..., Office Administration, Non-profit Volunteer, Mental Health Care, Vocational..., Data Entry, Student Development
Education
Hofstra University 2013 — 2017
Master of Science in Education (M.S.Ed.), Rehabilitation and Mental Health Counseling
Marymount Manhattan College 2001 — 2005
Bachelor of Arts (B.A.), Psychology
SmartSource, Inc May 2013 - Present
Fulbright & Jaworski October 2007 - April 2012
JPMorgan Chase January 2007 - October 2007
Baystate Health March 2005 - December 2006
Verizon May 2006 - August 2006
RCN January 2001 - January 2004
MassMutual Financial Group January 1997 - January 2000
U.S. Army January 1986 - January 1997
Education
Holyoke Community College
Associate of Science (A.S.), Business Administration and Management, General
JPMorgan Chase & Co. October 2013 - Present
JPMorgan Chase & Co. August 2012 - October 2013
JP Morgan Chase January 2011 - August 2012
JPMorgan Chase September 2008 - 2011
JPMorgan Chase January 2004 - September 2008
JPMorgan Chase January 1997 - December 2003
Education
Hofstra University 1983 — 1986
BS, Marketing
JPMorgan Chase October 2011 - October 2014
Imagine Me Leadership Charter School (IMLCS) July 2012 - August 2014
Federal Reserve Bank of New York April 2010 - October 2011
Chubb June 2004 - April 2010
Citi September 2000 - June 2004
State Farm Insurance August 1999 - September 2000
Allstate May 1996 - August 1999
Skills
Talent Management, Diversity & Inclusion, Employee Engagement, Talent Acquisition, Employee Relations, Compensation Structure..., Coaching & Development, Business Strategy, Business Acumen, HR Metrics & Analytics, Executive Coaching, Workforce Planning, Compensation Structures, Organizational Design, Management, Onboarding, Employment Law, Human Resources, Culture Change, Mentoring, Organizational..., Leadership Development, HR Policies, Performance Management, Organizational..., Succession Planning, Leadership, College Recruiting, Executive Pay, Employee Training, Career Development, Recruiting, Executive Search, Management Development, Coaching, Career Management, Change Management, Executive Development, Strategic Leadership, Strategy
Education
Hofstra University
BA, I/O Psychology
New York Institute of Technology
MS, Human Resources/Labor Relations
BNY Mellon October 2006 - Present
JPMorgan Chase March 2000 - September 2006
Skills
Financial Services, Capital Markets, Federal Government, Government Contracting, Contract Negotiation, Government Bonds, Government Loans, Debentures, Conflict Management, Conflict Resolution, Management, Performance Management, Operations Management, Relationship Management, Program Management, Project Management, Transition Management, Leadership Development, Cross-functional Team..., Business Acumen, Business Strategy, Business Transition, New Business Development, General Ledger, G/L Reconciliations, Cash Management, Account Reconciliation, Fedwire, ACH, Customer Service, Document Management, Custodial Services, KPI Dashboards, SBA, SBA 504, Loans, Loan Origination, Loan Servicing, Economic Development, Disaster Recovery, Functional Testing, UAT coordination, SDLC, JIRA, AML, KYC, Business Travel, Public Speaking, Breakout Sessions, Microsoft Office
Education
Hofstra University 1987 — 1989
Bachelor of Business Administration (B.B.A.), Finance, General
William Stein CPA 2011 - Present
Masterpiece Diamonds 2010 - 2011
Big Blue Ocean LLC 2009 - 2010
JPMorgan Chase 2007 - 2009
Skills
Proficient in Italian,..., Marketing, Product Development, Research, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Microsoft Office, Access, Customer Service, Financial Analysis, Event Planning, Teamwork, Lotus Notes, Social Media
Education
Hofstra University 2006 — 2010
Bachelor of Business Administration (BBA), International Business and Italian
Plus One Professionals Real Estate January 2015 - Present
Coldwell Banker Plus One November 2012 - January 2015
JPMorgan Chase February 1996 - October 2012
Skills
Mortgage Banking, Mortgage Lending, Relocation, FHA, Loans, Investors, Residential Homes, Project Management, Operations Management, Short Sales, Buyer Representation, Sellers, Customer Service, New Home Sales, Sales, First Time Home Buyers, Investment Properties, Foreclosures
Education
Hondros College 2012 — 2012
Real Estate License
The Ohio State University 1984 — 1990
Bachelor of Science (BS), Education
Memorial High School 1980 — 1984
Key Realty December 2014 - Present
Cutler Real Estate December 2013 - December 2014
JPMorgan Chase March 2011 - June 2013
Ohio Oral Maxillofacial Surgery April 2008 - March 2011
Skills
Customer Service, Foreclosures, Microsoft Office, Sales, First Time Home Buyers, Real Estate, Marketing, Condos, Microsoft Excel, Investors, Sellers, Single Family Homes, Residential Homes, Buyers, Investment Properties
Education
Hondros College of Business 2013 — 2013
Real Estate, Real Estate, N/A
Beechcroft High School, Columbus, OH 1991 — 1995
High School, N/A, N/A
JPMorgan Chase Bank, N.A. November 2010 - Present
JPMorgan Chase Bank, N.A. August 2007 - October 2010
JPMorgan Chase Bank, N.A. August 2005 - August 2007
JPMorgan Chase August 2004 - August 2005
JPMorgan Chase Bank, N.A. October 2002 - August 2004
Oasis Hotel June 1995 - June 2002
World Trade Bank February 1995 - June 1995
East West Bank April 1994 - February 1995
First Regional Bank April 1993 - March 1994
Olympic National Bank February 1988 - April 1993
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Operations Management, Interviewing Skills, Accounting, Human Resources, Customer Service, Customer Satisfaction, Customer Retention, Auditing, Loan Documents, Loan Servicing, Collateral Management
Education
Holy Angel University 1973 — 1977
Bachelor's of Science, Business/Commerce, General
JPMorgan Chase November 2013 - Present
Hinds County Chancery Court May 2008 - November 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, HTML, Editing
Education
Mississippi College 2009 — 2012
Bachelor of Science (BS), Graphic Design
Holmes Community College 2007 — 2009
Associate of Arts (AA), General Studies
Hewlett-Packard December 2014 - Present
Northampton Volunteer Fire Dept. August 2012 - Present
Information Systems &Technology Management January 1996 - Present
JPMorgan Chase May 2013 - December 2014
TCSA inc. November 2001 - September 2012
Confidential Employment January 2006 - April 2010
TCP Inc. November 2001 - April 2010
Skills
Computer Network..., Computer software..., System administration, System Support, Computer System..., Computer Hardware..., Network Infrastructure..., System Analyst, System and Data Security, System..., Database Administration, Website Development, Team Leadership, Complex Problem..., Business Communications, General Accounting /..., Quality Control, System Consulting and..., Project Management, Buisiness Management, Active Directory, Computer Hardware..., Data Center, IT Management, IT Strategy, Microsoft SQL Server, Network Administration, Network Design, Networking, Operating Systems, Requirements Analysis, SDLC, SQL, Security, Servers, Software Installation, System Administration, Technical Support, Telecom BSS, Telecommunications, Testing, Troubleshooting, Windows Server
Education
Bucks County Community College 2013 — 2013
Firefighter 1, Firefighter 1
Holy Family University 2006 — 2010
Master of Business Administration (MBA), Business Administration and Management
Holy Family University 2003 — 2006
Bachelor's degree, Management Information Systems
University of Phoenix 2001 — 2003
Associates, Information Technology
Computer Learning Center Philadelphia 1999 — 2001
Network Technology, Network Technology, System Repair, System Administration, 4.0
Capital One September 2011 - Present
JPMorgan Chase July 1988 - August 2011
Skills
Credit, Loans, Small Business Lending, Banking, Commercial Lending, Commercial Banking, Credit Analysis, Mortgage Lending, Consumer Lending, Portfolio Management, Credit Risk, Retail Banking, Cross Selling, Management
Education
Hofstra University 2003 — 2007
Bachelor's degree
Barclays UK Retail and Business Bank December 2012 - Present
Standard Chartered Bank March 2008 - December 2012
Standard Chartered Bank July 2009 - January 2011
Standard Chartered Bank September 2006 - July 2009
JPMorgan Chase July 2003 - September 2006
JPMorgan Chase October 2001 - July 2003
JPMorgan Chase November 1999 - October 2001
JPMorgan Chase July 1996 - November 1999
Citibank (Banamex USA) July 1992 - March 1996
GE Capital April 1991 - July 1992
Skills
Enterprise Risk..., Credit Risk, P&L Accountability, Business Transformation, Integration, Six Sigma, Global Management, Crisis Management, Turn Around Management, Strategy, Operational Risk, Banking, Business Strategy, Mortgage Lending, Portfolio Management, Credit Cards, Financial Risk, Due Diligence, Credit, Mergers & Acquisitions, Loans, Leadership, Business Intelligence, Basel II, Capital Markets, Operational Risk..., Credit Analysis, Finance, Business Development, Risk Management, Retail Banking, Income Statement, Treasury Management, Analytics, Market Risk, Emerging Markets, Commercial Banking, Investment Banking, Trade Finance
Education
Hofstra University 1998 — 2000
M.B.A, Banking and Finance
Citibank N.A March 2014 - Present
TD Bank N.A August 2013 - March 2014
TD Bank May 2009 - August 2013
JPMorgan Chase January 2007 - April 2009
Citibank January 2004 - November 2007
Skills
Sales Management, Coaching, Team Leadership, Training, Cross Selling, New Business Development, Retail Banking, Small Business, Commercial Banking, Business Development, Management, Branch Management, Banking, Loans, Credit, Team Building, Finance, Leadership, Customer Service, Relationship Management, Sales, Portfolio Management, Customer Retention, Financial Services, Investments, Strategy, Mortgage Lending, Business Planning, Recruiting, Performance Management, Sales Process, Small Business Lending, Consumer Lending, Insurance, Customer Experience, Strategic Planning, Branch Banking, Executive Management, Strategic Financial..., Retail, Residential Mortgages, Risk Management, Credit Analysis, Loan Origination, Credit Cards, Deposits, Mortgage Banking, Credit Risk, Wealth Management
Education
Hofstra University 1998 — 2001
Business
Kew Forest
JPMorgan Chase April 2014 - Present
Mitchell Actuarial Recruiting August 2003 - January 2014
Headway Corporation May 2000 - September 2002
Bridge Information Systems 1998 - 2000
Market Data Corporation 1997 - 1998
Skills
Reinsurance, Insurance, Employee Benefits, Actuarial Science, Recruiting, Property & Casualty..., Health Insurance, Executive Search, Enterprise Risk..., Financial Risk, Financial Services, Talent Acquisition, Underwriting, Actuarial, Risk Management, Variable Annuities, Life Insurance, Term Life Insurance, Actuarial Consulting, Actuaries, Hedging, Derivatives, Fixed Annuities, Indexed Annuities, Modeling, Medicare, Medicaid, Medicaid Managed Care, MoSes, Prophet, Axis, Market Risk, Embedded Value, Economic Capital, Medicare Part D, Valuation, ALM, TAS, Equity Indexed Annuities, UL, Capital Markets, Pricing, Product Development, Analysis, Management, Quantitative Finance, Search
Education
Hofstra University 1995 — 1997
Bachelor of Science (BS), Psychology Major, Dance Minor
JPMorgan Chase March 2013 - Present
JPMorgan Chase May 2007 - February 2013
Skills
Retail Banking, System Conversion, AML, KYC, Bank Secrecy Act, Compliance, Corporate Fraud..., Financial Policies &..., Branch Banking, Branch Management, Branch Operation, Branch Administration, Business Continuity..., Disaster Recovery, P&L Management, Business Process..., Pilot Projects, Bank Mergers, Team Leadership, Staff Development, OFAC, Influence At All Levels, Strategic Partnerships, Written & Verbal..., Public Speaking, Audio Conferencing, Program Management, Security, Policy, Small Business Lending, Internal Audit, Operational Risk..., Operational Risk, Loan Servicing, Commercial Lending, Mortgage Servicing, Banking, Credit, Management, Risk Management, Customer Service, Financial Services, Leadership, Process Improvement
Education
Hofstra University
Bachelor of Arts (B.A.), Social Sciences
Smithtown High School West
Hallmark Home MortgageWorking December 2012 - Present
JPMorgan Chase March 2009 - December 2012
Cellular Sales November 2008 - March 2009
Dominion Homes 2005 - 2008
Skills
Microsoft Office, Customer Service, Government Loans, Mortgage Lending, Loans, Insurance, FHA, VA loans, Refinance, Reverse Mortgages, Networking, Graphic Design, Training, Operational Efficiency, Political Communication, Fannie Mae, FHLMC, USDA Rural Housing, Construction Loans, Home Equity Loans, 203K, Mortgage Insurance, Residential Mortgages, Mortgage Banking, Real Estate Financing, Residential Homes, First Time Home Buyers, Assisting First Time..., Lines Of Credit, Investment Property..., New Home Purchase, DU Refi Plus, Harp, Mortgage Marketing, FHA financing, Underwriting, Investors, Loan Origination, Banking, USDA, Certified Mortgage..., Mortgage Underwriting, Sellers, Selling, Loan Servicing, Home Equity Lines of..., New Home Sales, Home Equity, Seniors, Non-Conforming
Education
Hondros College 2012 — 2012
Ohio Northern University 2001 — 2005
Bachelor of Arts (BA), Public Relations/Image Management
DELL MARKETING LTD June 2014 - Present
Nyrak Consulting Inc. January 1994 - Present
U.S. House of Representatives / U.S. Capitol Police December 2010 - May 2014
Amtrak November 2009 - December 2010
Obvese Consulting Inc. March 2008 - September 2009
Morgan Stanley May 2006 - January 2008
Foreign Exchange Alliance (FXALL) April 2004 - May 2006
Securities Industry Automation Corporation (SIAC) October 2001 - January 2003
Goldman Sachs June 1999 - July 2001
JPMorgan Chase April 1996 - May 1999
Skills
Training, Six Sigma, Business Strategy, Strategy, Strategic Planning, Project Management, Quality Assurance, Management Consulting, Business Process..., Program Management, Change Management
Education
Pratt Institute
Master's degree, Interior Architecture & Design
The Polytechnic Institute of New York University
Master of Science (MS), Computer Science, Specialized Journalism
NYU School of Continuing Education
Certificate, Sports & Entertainment Marketing
Hofstra University
Certificate, International Finance
State University of New York College at Old Westbury
Bachelor of Arts (B.A.), Broadcast Journalism, American Studies
JPMorgan Chase January 2011 - Present
JPMorgan Chase January 2011 - Present
JP Morgan Chase 1987 - Present
JPMorganChase 1987 - Present
JPMC 1987 - 2010
Education
Hofstra University
BS, Computer Science
Allstate Financial Services, LLC July 2015 - Present
Sorrento Pacific Financial, LLC December 2014 - April 2015
Capital One February 2013 - October 2014
Dumas Investments and Insurance October 2010 - February 2013
Dumas Investments and Insurance October 2010 - February 2013
Retiement and Estate Planning October 2010 - February 2013
AFS,LLC January 2010 - February 2013
JPMorgan Chase January 2006 - June 2010
JPMorgan Chase 2008 - 2008
2003-2006CUNA Group July 2003 - October 2006
Skills
Investments, Financial Planning, Retirement, Retirement Planning, Annuities, Insurance, Series 7, Wealth Management, Estate Planning, Asset Allocation, Investment Advisory, Fixed Annuities, Strategic Financial..., IRAs, Mutual Funds, Series 63, Finance, Portfolio Management, Securities, Alternative Investments, Financial Advisory, Asset Management, Pensions, Equities, Life Insurance, Financial Services
Education
College of Financial Planning 1993 — 1993
CFP, Financial Planning and Services
College of Financial Planning 1992 — 1993
CFP
American College Bryn
ChFC
American College Bryn
ChFC, Financial Planning and Services
American Studies
§ American Studies
Chaminade High School 1969 — 1973
HS Diploma
Hofstra University
Hofstra University
Hofstra University
Sixth Gear Solutions 2007 - 2008
JPMorgan Chase 2004 - 2007
JP Morgan Chase 1985 - 2006
J.P. Morgan Chase, Chase Auto Finance 1998 - 2004
JPMorgan Chase 1986 - 1998
Skills
Visio
Education
Hofstra University 2009 — 2009
PM Certification, Project management
New York University 1983 — 1983
Certification, Data Processing
LIU Post 1976 — 1979
BA, Politcal Science
Baker Brothers Advisors L.L.C February 2006 - December 2012
JPMorgan Chase March 1997 - May 2002
Coopers & Lybrand L.L.C. (Price Waterhouse Coopers L.L.P) July 1994 - March 1997
Skills
Internal Controls, Accountants, Journal Entries, Preparation, Internal Audit, GAAP, Year End Accounts, Fixed Assets, Financial Analysis, Balance, External Audit, Budgets
Education
Hofstra University 1989 — 1992
Bachelors, Business Administration; Accounting, 3.7
B/E Aerospace, Inc. December 2014 - Present
B/E Aerospace, Inc. March 2013 - December 2014
ComVehicle, Inc. May 2010 - January 2013
TD Bank Group December 2010 - August 2012
JPMorgan Chase July 2005 - February 2010
Skills
Human Resources, Employee Relations, Banking, Benefits Administration, Payroll, HRIS, Training, New Hire Orientations, Interviews, Recruiting, Onboarding, Employee Benefits, Applicant Tracking..., Administration
Education
Stony Brook University 2015 — 2016
Master of Science (MS), Human Resource Management
Hofstra University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Business Management, 3.6
Huntington National Bank March 2015 - Present
Wells Fargo Advisors May 2013 - March 2015
JPMorgan Chase January 2012 - May 2014
J.P. Morgan January 2011 - January 2012
JP Morgan Chase June 2010 - January 2011
Chanel project at Teleperformance February 2008 - March 2010
Skills
Mortgage Servicing, Internet Banking, Collections, Data Analysis, Automotive, Marketing, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft SQL Server, Retail Banking, Retail, Management, Sales, Customer Service, Leadership, Loans, Finance, Negotiation, Team Building, Mortgage Lending, Mortgage Banking, Time Management, Credit, Sales Management, PowerPoint, Strategic Planning, Analysis, Social Media, CRM, Banking, Financial Services, Business Development, Financial Analysis, Customer Retention, Public Speaking, Training, Insurance, Investments, Portfolio Management, Risk Management, Strategy, Access, Event Planning, Advertising, Underwriting, Loan Origination, Process Improvement, Credit Analysis
Education
Hondros College of Business 2015 — 2015
Insurance
The Ohio State University 2009 — 2015
Bachelor of Business Administration (B.B.A.), International Business
New Albany high school 2004 — 2008
Diploma, General Studies
Area Pro Realty-Shawn Murphey Group August 2011 - Present
JPMorgan Chase December 2006 - August 2010
Skills
Contract Negotiation, Social Networking, Short Sales, Real Estate Transactions, Relocation, Investors, Real Estate, Sellers, Single Family Homes, Residential Homes, First Time Home Buyers, Investment Properties, Foreclosures, REO
Education
Hofstra University 1998 — 2002
Bachelors, English
CARLETON REALTY, LLC. January 2015 - Present
TEKsystems November 2013 - Present
U & M Investment Solutions Ltd., LLC September 2011 - Present
HSBC America December 2013 - March 2014
SGA (Software Guidance & Assistance, Inc.) November 2012 - November 2013
JPMorgan Chase November 2012 - February 2013
Cardinal Health May 2012 - November 2012
TEKsystems April 2012 - November 2012
Citi Group 2011 - 2012
Xoriant Corp. 2011 - 2012
Skills
Databases, Software Development, Systems Analysis, Software Design, Software Installation, Application Development, Database Management, Database Administration, System Administration, System Design, Systems Engineering, Change Management, SQL, SQL Server, SQL*Plus, Embedded SQL, Delphi, c, C++, Visual Basic, HTML, Perl, Operating Systems, System Testing, Software Quality..., Corporate Finance, Master Data Management, Mergers, Data Migration, Telecommunications, Programming, Problem Solving, Product Development, Customer Service, Client Communications, Business Analysis, Business Process..., Financial Reporting, Monthly Reporting, Daily Operations, Technical Analysis, Communication Written, Software Training, Securities & Fund..., Banking, SSRS, .NET, Pharmaceutical Industry, Data Analysis, Data Warehousing
Education
Hondros College 2014 — 2015
Pre-Licensing Courses, Real Estate, Completed/Passed
Org Spire Inc. (LearnFromGuru) 2010 — 2010
SQL Server 2008 - Developer
DeVry Institute of Technology 1995 — 1997
B.Sc., Computer Information Systems
Humber College 1992 — 1994
Certificate in Telecommunications Management, Telecomm. Mgmt. Certificate
Sheridan College 1989 — 1992
Diploma, Computer Programming
FREE July 2011 - Present
Life's WORC November 2010 - Present
Catholic Health Services of Long Islan 2009 - Present
Richmond Children's Center September 2006 - July 2007
JPMorgan Chase 1972 - 2004
Skills
Process Engineering, Management Consulting, Six Sigma, Acquisition Integration, Vendor Management, Process Integration, Leadership Mentoring, Executive Mentoring, Performance Management, Risk Management, Team Leadership, Strategic Planning, Change Management, Mergers & Acquisitions, Budgets, Business Transformation, Executive Development, Program Management, Project Portfolio..., Financial Services, Management, Strategy, Leadership, Consulting, Organizational..., IT Strategy, Governance, Talent Management, Process Improvement, Executive Management, PMO, Business Process..., Business Analysis, Business Process..., Executive Coaching, Outsourcing, Project Management
Education
Hofstra University
MBA, Management
A2Z Field Services June 2014 - Present
JPMorgan Chase March 2013 - May 2014
Fearon Financial, LLC. September 2012 - March 2013
Chicago Title Insurance Company March 2009 - September 2012
Woman's Council of Realtors January 2010 - December 2011
M/I Homes May 2007 - August 2008
M/I Homes, Inc. December 1999 - April 2007
Waterfield Financial March 1995 - December 1999
Dominion Homes February 1992 - March 1995
Skills
Real Estate, Selling, Investment Properties, Contract Negotiation, Relocation, Sellers, Negotiation, First Time Home Buyers, Real Estate Transactions, Short Sales, Sales, Single Family Homes, Foreclosures, Referrals, Residential Homes, Sales Management, Investors, Real Estate Development, FHA, Loans, Finance, Mortgage Lending, REO, Refinance, Mortgage Banking, Condos, Residential Mortgages, Loan Origination, Credit, Real Estate Financing, Investments, Underwriting, Commercial Real Estate, Buyer Representation, New Home Sales, FHA financing, Real Estate License, HUD, VA loans, Title Insurance, Property, Brokerage, Real Property
Education
The Ohio State University Fisher College of Business 1987 — 1991
BS, Business Marketing
DeSales High School
Hondros College
Real Estate License
Brown Brothers Harriman January 2012 - Present
JPMorgan Chase October 2011 - January 2012
BCA National Training Group October 2008 - June 2011
Lieberman Research Group July 2007 - August 2008
Hofstra University, Human Resources August 2006 - July 2007
Boscov's Department Store September 2005 - January 2006
Skills
Statistics, Qualitative Research, Analysis, Employee Engagement, Performance Management, Training, Employee Training, Human Resources, Recruiting, Staff Development, Data Analysis, E-Learning, Market Research, Proposal Writing, Payroll
Education
Hofstra University 2006 — 2008
MA, Industrial/Organizational Psychology
Binghamton University, State University of New York 2002 — 2006
BA, Psychology
Sachem
Sachem
JPMorgan 2002 - Present
JPMorgan Chase 2002 - Present
The Chase Manhattan Bank 1997 - 2002
Sallie Mae 1991 - 1997
The Chase Manhattan Bank 1987 - 1991
Skills
Banking, Credit Cards, Relationship Management, Financial Services, Risk Management, Portfolio Management, Treasury Management, Vendor Management, Cash Management, Investment Banking, Securities, Business Analysis, Capital Markets, Strategy, Management, Business Development
Education
Hofstra University 1983 — 1987
Bachelor of Business Administration (BBA), Banking & Finance
The Johns Hopkins University - Carey Business School
Finance & Business Management
WBUR Radio, Boston December 2011 - Present
Mass Audubon October 2011 - Present
Massachusetts Audubon Society March 2011 - October 2012
Mass Audubon April 2009 - December 2010
JPMorgan Chase 1998 - 2007
WNUA Radio, Chicago January 1991 - March 1996
WMJX Radio, Boston September 1986 - January 1990
ABC Radio Networks, New York March 1983 - July 1986
Skills
Birds, Wildlife, Conservation Issues
Education
Hollins University 1973 — 1977
BA, Politics
Parentglue November 2014 - Present
Vertex June 2007 - Present
JPMorgan Chase April 2010 - November 2014
FILLMORE REAL ESTATE November 2008 - August 2009
M&T Bank November 2007 - March 2009
SunTrust Mortgage February 2007 - November 2007
Wells Fargo January 2005 - January 2007
Skills
Education Software, Sales Management, Mortgage Lending, Loans, Residential Homes, Finance, Sellers, Reverse Mortgages, Loan Origination, Investors, Real Estate, Commercial Real Estate, Banking, Personal Finance, Short Sales, Mortgage Banking, First Time Home Buyers, Mortgage, Residential, Sales, Direct Sales
Education
Hofstra University 1989 — 1994
BBA, Management
RE/MAX August 2014 - Present
Keller Williams Excel Realty July 2013 - July 2014
JPMorgan Chase July 2011 - May 2012
JP Morgan Chase July 2010 - March 2011
The Walt Disney Company January 2010 - June 2010
Progressive Medical, Inc. 2005 - 2007
Skills
PowerPoint, Event Planning, Microsoft Office, Social Media, Microsoft Excel, Outlook, Customer Service, Public Speaking, Microsoft Word, Fundraising, Social Networking, Time Management, Research, Public Relations, College Recruiting, Leadership, Training
Education
Saint Mary's College 2007 — 2009
B.A., Communication Studies
Holy Cross College 2005 — 2007
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Trainer January 2015 - Present
Briella's Boutique LLC May 2014 - Present
Frederick J Hanna & Associates, P.C. November 2012 - May 2014
Gerald E. Moore & Associates, P.C. January 2010 - May 2012
Mann Bracken LLP October 2007 - December 2009
ORIX Financial Services November 2006 - September 2007
JPMorgan Chase March 2003 - October 2006
JPMorgan Chase December 2001 - February 2003
Chase November 1999 - December 2001
Education
Hofstra University
Paralegal Studies
Consolidated Analytics, Inc. April 2014 - Present
HomDNA January 2015 - Present
Retreat Capital Management, Inc. April 2013 - April 2014
Pierce and Associates February 2012 - April 2013
Barrington Youth Hockey May 2008 - August 2012
Fifth Third Bank September 2010 - February 2012
JPMorgan Chase March 2009 - September 2010
Washington Mutual June 2007 - January 2009
Skills
Customer Service, Mortgage Lending, Loans, Banking, Microsoft Excel, Quality Control, Vendor Management, Capacity Planning, Project Management, Default Servicing, Team Building, Customer Satisfaction, Default, Leadership, Software Documentation, Quality Assurance, Financial Risk, Auditing, Mortgage Banking, Internal Audit
Education
University of Phoenix 2009 — 2011
MBA, Management
Holy Cross College 2003 — 2007
BA, Liberal Studies
United Federation of Computer Workers January 2000 - Present
Gus Technologies - a division of the United Federation of Computer Workers 2010 - 2010
city national bank 1995 - 2000
JPMorgan Chase 1990 - 1997
Skills
Program Management, ClearCase, Process Improvement, Linux Kernel
Education
Hofstra University 1988 — 1992
BCIS, Computers
Hofstra University
JPMorgan Chase November 1999 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook
Education
Holy Angel University 1986 — 1988
Business Administration, Operations Management and Supervision
Holy Angel University
Citi June 2013 - Present
Mozido November 2012 - May 2013
1800flowers.com May 2012 - November 2012
1-800 Flowers.com October 2009 - May 2012
Citi September 2007 - October 2009
Citi September 2004 - September 2007
JPMorgan Chase 1997 - 1999
Skills
Online Marketing, Retail, Direct Marketing, Project Planning, Analytics, Customer Acquisition, Digital Marketing, Integrated Marketing, Database Marketing, Email Marketing, Multi-channel Marketing, Segmentation, Marketing Strategy, Credit Cards, E-commerce, Loyalty Programs, Affiliate Marketing, Strategy, Digital Media, Advertising, Marketing, Cross-functional Team..., Mobile Devices, Digital Strategy, Web Analytics, Interactive Marketing, Online Advertising, Brand Management, Campaign Management, Social Media, Mobile Marketing, Market Planning, Facebook, Vendor Management, Strategic Planning, Leadership, Management, Lead Generation
Education
Hofstra University 1997 — 2001
Bachelor's degree, Mass Communication/Media Studies
Elmont Memorial High School 1990 — 1997
Time Warner Cable Business Class April 2015 - Present
EKVC 2012 - Present
Windstream April 2014 - April 2015
First Rate Mortgage September 2013 - October 2014
Chase June 2012 - September 2013
JPMorgan Chase July 2009 - September 2013
hhgregg February 2002 - April 2009
Midas Auto Service Experts (Katz Franchise) 2009 - 2009
Duro Tire and Wheel February 2000 - February 2002
Roberds Inc. February 1995 - September 1998
Skills
Leadership, Selling, Customer Satisfaction, Sales, Sales Management, Training, Management, Customer Service, Customer Retention, Loans, Retail, Mortgage Lending, Profit, Loan Origination, Banking, Coaching, FHA, Negotiation, Logistics, Operations Management, Merchandising, Marketing, Customer Experience, Recruiting, Credit, Investment Properties, First Time Home Buyers, Finance, Hiring, Budgets, P&L, Purchasing, Market Planning, Inventory Management, Forecasting, VA loans, Mortgage Banking, Strategic Partnerships, Building Strategic..., New Business Development, Team Leadership, Solution Selling, Sales Operations, Team Building, Account Management, Strategic Planning, Marketing Strategy, Contract Negotiation, Networking
Education
Miami University 1993 — 1995
Business Administration, Marketing
Hondros College 1993 — 1993
Real Estate Pre-Licensing Course, Real Estate
Ohio Christian University 1992 — 1993
Teacher Education
West Carrollton High School 1989 — 1992
Diploma, General Studies Emphasis in Sciences, 3.8 GPA
Platinum Entertainment Grp. March 2007 - Present
Baker Botts March 2015 - Present
Memorial Hermann Healthcare System February 2013 - February 2015
Verizon Wireless April 2000 - August 2012
Coalition 2005 - 2007
Coalition 2005 - 2007
Coalition 2005 - 2007
JPMorgan Chase 1996 - 1999
Skills
Service Desk, Technical Support, Help Desk Support, Call Centers, Remote Desktop, Active Directory, Citrix XenApp, Microsoft Office, Bomgar, Troubleshooting, FileSite, Adobe Professional, Technical Analysis, Customer Satisfaction, Supervisory Experience, Call Center, Customer Experience, BMC Remedy, Training, Wireless, Leadership, Customer Retention, Network Security, Customer Service, Quality Assurance, Coaching, Telecommunications, Remedy 7, Wireless Networking, Process Improvement, Team Leadership, Time Management, Cellular Communications, Android, Management, Mobile Devices, Vendor Management, VoIP, Blackberry Enterprise..., iPhone Support, Blackberry, Testing, Inventory Management, CRM, Customer Acquisition, Small Business, Event Management, Email Marketing, Event Planning
Education
Freeport High School 1983 — 1987
Regents Diploma, Honors/Regents High School/Secondary Diploma Program
Strayer University (DC) 2011 — 2014
Associates Degree Business Administration, Business Administration, 3.90 GPA
Hofstra University
Business Administration
Penn State University
Business Administration and Management, General
Caroline County Public Schools August 2013 - Present
Lowe's February 2009 - Present
Potomac Middle School August 2010 - June 2013
Spotsylvania County Public Schools August 2009 - June 2010
Spotsylvania County Public Schools August 2008 - June 2009
Bank of America May 2006 - January 2008
JPMorgan Chase July 1997 - May 2006
Skills
Student Counseling, Customer Service, Business Planning, Film Production, Customer Satisfaction, Sales, Planning & Execution of..., Staff Development, Staff Supervision, Teaching, Curriculum Development, Curriculum Design, Management, Spanish, Classroom, Tutoring, Higher Education, Community Outreach, Public Speaking, Training, Leadership, Leadership Development, Instructional Design, Nonprofits, Educational Leadership
Education
Virginia Commonwealth University 2009 — 2010
Post-Masters Certificate, School Leadership and Supervision, 4.00
Hofstra University 2006 — 2008
Master of Education (MEd), School Counseling, 3.50
Hofstra University 2004 — 2005
Master of Education (MEd), Spanish Language Teacher Education, 3.64
Hofstra University 2002 — 2004
Bachelor of Arts (BA), Spanish Language and Literature, 3.31
Nassau Community College 1993 — 1998
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies, 2.72
The Mathes Company April 2003 - Present
Swiss Re Insurance January 2001 - December 2003
JPMorgan Chase January 1998 - November 2003
Manufacturers Hanover Trust January 1990 - December 1997
Skills
Forecasting, Analysis, Due Diligence, Financial Analysis, Marketing, PowerPoint, Microsoft Word, Microsoft Office, Business Process..., Outlook, General Ledger, Variance Analysis, Analytics, Accounts Receivable, Inventory Management, Account Management
Education
Fordham University at Lincoln Center
Hofstra University
North Adams State College
Trans Mid East Shipping and Trading Agency January 2011 - Present
Optimum Lightpath April 2007 - January 2011
JPMorgan Chase April 1994 - November 2006
Skills
Call Centers, Customer Satisfaction, Customer Service, Management, Banking, Vendor Management, Microsoft Excel, Microsoft Office, Outlook, Credit, Process Improvement, Team Management
Education
Hofstra University
Business Administration and Management, General
JPMorgan Chase May 2014 - Present
American Tower April 2014 - May 2014
Monster Worldwide June 2013 - January 2014
Hofstra University September 2010 - December 2013
Blue Star Strategies June 2011 - July 2011
Skills
Microsoft Office, Public Speaking, Social Media, Stata, Leadership, Microsoft Excel, PowerPoint, Time Management, Team Leadership, Sales, Business Development, Adaptability, Sustainability, SharePoint, WebEx, Agile Project Management, Applicant Tracking..., Business Alliances, International Relations, Renewable Energy, Agile Methodologies, Microsoft Word, Account Management, Salesforce.com, Sales Operations, Employee Training, Payment Card Processing, PeopleSoft, Analysis
Education
Hofstra University 2010 — 2013
Bachelor's degree, Major: Economics, Minors: Political Science & Psychology
JPMorgan Chase August 2001 - Present
The Depository Trust & Clearing Corporation June 1997 - August 2001
Skills
PowerPoint, P&L Management, Accounts Payable, Accounting, Accounts Receivable, Middle Office, DTC, Microsoft Excel, Multi Tasking, Networking, Bloomberg, Derivatives, Payments
Education
Hofstra University 1999 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Marist College 1993 — 1997
Bachelor's degree, Business Administration and Management, General
New Hyde Park - Garden City Park School District July 2014 - Present
Farmingdale Public Schools December 2009 - July 2014
JPMorgan Chase August 1987 - July 2008
Skills
Microsoft SQL Server, SQL, Troubleshooting, Testing, Project Management, Process Improvement, Analysis, SDLC, PL/SQL, Databases, Vendor Management, Program Management, Leadership, Team Leadership, Visio, Banking, Team Building, Risk Management, Network Administration
Education
Hofstra University 1983 — 1986
Bachelor's degree, Computer Science
Valley Stream North High School 1976 — 1982
High School Diploma, Math and Science
Sound Shore Contracting January 2007 - Present
Walgreens November 2011 - May 2012
JPMorgan Chase March 2003 - January 2007
Skills
Compliance, USA PATRIOT Act, Anti Money Laundering, Bank Secrecy Act, OFAC, Internal/External Audits, Banking, Retail Banking, Financial Services, Relationship Management, Project Management, Team Leadership, Team Management, Team Building, Cross Selling, Mutual Funds, Finance, Credit, Loans, Mortgage Lending, Mortgage Banking, Small Business Lending, Commercial Lending, Consumer Lending, Credit Cards
Education
Hofstra University 1982 — 1986
BBA, Marketing
Mamaroneck High School 1978 — 1982
General, General Studies
OMMA KARATE May 2011 - Present
JPMorgan Chase August 2007 - June 2011
O'Mard & Associates January 2000 - August 2007
Financial Institution 2001 - 2007
Skills
Banking, Mergers, Commercial Banking, Retail, Mortgage, Martial Arts, Black Belt, Sales Management, Credit, Mortgage Lending
Education
York College 2005 — 2007
Bachelor's Degree, Business Management
Hofstra University 2000 — 2001
Pharmacy 2012 - 2014
TD 2006 - 2012
JPMorgan Chase 2000 - 2005
Skills
Retail, Sales, Customer Service, New Business Development, Team Building, Marketing, Leadership, Management, Strategic Planning, Sales Management, Marketing Strategy, Microsoft Office, Retail Banking, Entrepreneurship, Employee Training, Employee Management, Negotiation, Budgets, Inventory Management, Business Strategy, Project Management, Training, Customer Satisfaction, Business Development, Sales Operations, Risk Management, Contract Negotiation, Finance, Business Process, P&L Management, Change Management
Education
Hofstra University
Business Administration and Management, General
New York University
Project Management
TImac Realty July 2014 - Present
JPMorgan Chase August 2011 - March 2014
Neteam Solutions Inc December 2009 - February 2011
AIG May 2009 - October 2009
Evirtu August 2007 - August 2008
Hofstra University August 2004 - September 2006
Skills
Strategic Planning, Financial Analysis, Financial Modeling, Portfolio Management, Psychology, Communication, Research, Data Analysis, Market Research, Competitive Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Access, Mac OS X, SPSS, Corporate Finance, Analysis, Customer Service, Forecasting, Project Management, Negotiation
Education
ALBA Graduate Business School 2008 — 2009
MBA, Masters of Business Administration
Hofstra University 2002 — 2007
Dual degree: B.A & B.B.A, Psychology & Management
The Charter School of Educational Excellence August 2015 - Present
Harrison Central School District January 2014 - June 2015
NYC Department of Education June 2013 - January 2014
NYC Department of Education June 2011 - August 2013
Uncommon Schools January 2011 - June 2011
NYC Department of Education November 2010 - December 2010
NYC Department of Education September 2010 - October 2010
Ross Global Academy August 2009 - August 2010
Legg Mason November 2007 - August 2009
JPMorgan Chase August 2008 - November 2008
Skills
Classroom, Lesson Planning, Special Education, Curriculum Development, Teaching, Curriculum Design, Staff Development, Educational Technology, Tutoring, Public Speaking, Educational Leadership, Non-profits, Research, Event Planning, Instructional Design, Classroom Management, Editing, Elementary Education, Literacy, Teacher Training
Education
State University of New York at New Paltz 2013 — 2014
Master of Literacy Studies, Literacy Education B-6
Hofstra University 2008 — 2010
MS, Inclusive Elementary Special Education
Sacred Heart University 2003 — 2007
BS, Psychology
Colonial Consulting LLC August 2009 - Present
AllianceBernstein February 2006 - April 2009
J.P. Morgan Private Bank June 2003 - February 2006
JPMorgan Chase March 1996 - May 2003
JPMorgan Chase December 1994 - March 1996
Dreyfus April 1987 - December 1994
Skills
Equities, Alternative Investments, Asset Managment, Hedge Funds, Portfolio Management, Fixed Income, Investments, Asset Allocation, Equity Research, CRM, Emerging Markets, Financial Services, Investment Management, Wealth Management
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Finance
Hofstra University 1984 — 1987
BBA, Finance
JPMorgan Chase December 2011 - Present
Bank of America - Merrill Lynch September 2007 - October 2011
Citi January 2005 - September 2007
Skills
Banking, Business Process..., Corporate Finance, Equities, Finance, Financial Analysis, Financial Modeling, Financial Reporting, PMO, Portfolio Management, Risk Management, Business Analysis, Fixed Income, Financial Risk, Financial Services, Investment Banking
Education
Keller Graduate School of Management 2006 — 2009
MBA, International Business
Hofstra University 2002 — 2004
Bachelor of Science in Business Administration, Finance & Banking
JPMorgan Chase April 2014 - Present
Lighthouse Financial Network, LLC June 2013 - December 2013
Northwestern Mutual May 2012 - August 2012
Wechsler Marsico Associates November 2008 - August 2011
Skills
PowerPoint, Microsoft Word, Microsoft Office, Swahili, Insurance, Finance, Microsoft Excel, Facebook, Financial Analysis, Time Management, Teamwork, Social Networking, Social Media, Public Speaking, Critical Thinking, Research, Outlook, Leadership, Customer Service, Data Analysis, OS X, Event Planning, Sales, Social Media Marketing
Education
Hofstra University
Bachelor of Science (BS), Business/Managerial Economics
Planned Parenthood Federation of America November 2014 - August 2015
Planned Parenthood Federation of America July 2011 - October 2014
Dixon Place January 2009 - May 2011
Billie Jean King Enterprises May 2005 - January 2008
JPMorgan Chase August 1982 - April 2005
Milo Printing Company February 1991 - March 1996
Education
Darden Business School, University of Virginia
MBA
Hollins University
BA, Economics
Proactiv Technologies April 2014 - Present
JPMorgan Chase November 2011 - April 2014
Bank of America April 2000 - November 2011
Merrill Lynch April 2000 - October 2008
Skills
Strategic Planning, Vendor Management, Process Improvement, Project Management, Data Center, Financial Services, Program Management, Business Analysis, IT Strategy, Management, Budgets, Marketing, Leadership, Integration, Social Media
Education
Hofstra University 1993 — 1997
Bachelor’s Degree, Humanities and Social Sciences
Gordon Food Service December 2014 - Present
JPMorgan Chase January 2014 - December 2014
The Kendal Corporation July 2011 - January 2014
Morgan Stanley Wealth Management May 2009 - July 2009
Skills
Marketing, Strategic Planning, Team Building, Customer Service, PowerPoint, Public Speaking, Healthcare, Sales, Microsoft Office, Microsoft Excel, Microsoft Word, Business Planning, SharePoint, Insurance, Business Analysis, Coaching, Nonprofits, Financial Analysis, Financial Reporting, Facebook, Twitter, MS Project, Microsoft Publisher, Instagram, Not for Profit, HIPAA, Risk Management, Corporate Governance, Compliance, Continuing Care, Independent Living, Assisted Living, Governance, Community Master..., Marketing Analytics, Access, Regulatory Analysis, Derivatives, Auditing, Pricing, Product Marketing, Food & Beverage
Education
Holy Family University 2012 — 2014
Master of Business Administration (MBA), Business/Commerce, General
Neumann College 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
The Umbra Institute 2009 — 2009
BS, Marketing; International Marketing and Italian
Sun Valley High School
Macquarie Group December 2014 - Present
True Partners Consulting January 2014 - December 2014
Lehman Brothers Holdings Inc. February 2011 - January 2014
JPMorgan Chase March 2000 - February 2011
International Flavors and Fragrances June 1998 - March 2000
Price Waterhouse Coopers February 1995 - June 1998
New York Life Insurance Company 1994 - 1995
Skills
FAS 109 / ASC 740, SEC reporting, Tax Accounting, International Tax, CPA in New York State, Corporate Tax, Tax Compliance, SEC filings, FIN 48, Accounting, Tax, US GAAP, Sarbanes-Oxley Act, FAS109, Restructuring, CPA, Due Diligence, Private Equity
Education
Hofstra University 1989 — 2001
MS, Taxation
Hofstra University 1989 — 1993
BBA, Banking & Finance
JPMorgan Chase September 2010 - Present
Motorola December 2006 - October 2010
CA April 2005 - December 2006
JPMorgan Chase 1990 - 2005
JPMorgan Chase 1990 - 2005
JPMorgan Chase 1990 - 2005
Skills
Program Management, Business Intelligence, Enterprise Architecture, Information Architecture, Information Management, Data Quality, Data Stewardship, Master Data Management, Data Governance, Metadata Management, Data Warehousing, SAS, Data Management, Management, Six Sigma, IT Strategy, SDLC, IT Management, Leadership, Governance, Business Process..., Process Improvement, Visio, Business Process, Data Integration, Business Transformation, Requirements Analysis, Mergers & Acquisitions, Consulting, Analytics, Business Requirements, SAP, Integration, Executive Management, CRM, Vendor Management, Business Objects, Enterprise Software, Cross-functional Team..., PMP, Risk Management, Data Modeling, Project Portfolio..., Business Process..., Information Technology, ETL, Testing, Software Project..., Requirements Gathering, Solution Architecture
Education
Saint Joseph's College 2003 — 2006
MBA
St. Joseph's College 2003 — 2005
MA, Organizational Management
Hofstra University 1995 — 2000
BBA, Business Computer Information Systems
JPMorgan Chase Vice President - Risk MgmtChase Education Finance2005 - Present
Education
Hofstra University 1996 — 1998
Depository Trust Clearing Corp April 2011 - Present
Arrow Electronics April 2007 - June 2011
JPMorgan Chase January 2001 - May 2007
EMC Customer Service April 2000 - January 2001
Citibank Corporate Business Services Financial Systems April 1994 - April 2000
Wall Street Concepts Investment Services August 1993 - April 1994
Discount Corporation January 1984 - June 1993
Discount Corp of New York January 1980 - February 1993
Education
C Programming and Hofstra University
State University of New York College at Oswego 1971 — 1975
BS, Business Administration
Hofstra University
M.B.A, Finance, Banking and Investments
State University of New York College at Oswego
B.S; of, Business Administration; Computer Science
PricewaterhouseCoopers December 2013 - June 2014
Capital One November 2011 - March 2013
M&T Bank August 2007 - September 2011
Washington Mutual Bank February 2006 - October 2006
JPMorgan Chase September 2004 - November 2005
Wachovia, A Wells Fargo Company August 2003 - August 2004
US Bank November 1999 - July 2003
M & T Bank, Buffalo NY July 1999 - October 1999
Skills
Financial Services, Business Analysis, Integration, Analysis, Requirements Analysis, Testing, User Acceptance Testing, Quality Assurance, CRM, Software Documentation, Agile Methodologies, Business Requirements, Banking
Education
Hofstra University 1976 — 1980
Astoria Bank May 2015 - Present
JPMorgan Chase May 2012 - May 2015
JPMorgan Chase June 2007 - May 2012
JPMorgan Chase August 2006 - June 2007
JPMorgan Chase August 2004 - August 2006
Skills
Sales, Loans, Series 6, Credit, Leadership, Management, Small Business Lending, Mortgage Lending, Banking, Risk Management, Healthcare, Consumer Lending, Relationship Management, Retail Banking, Commercial Banking, Portfolio Management, Branch Management, Commercial Lending, Cross Selling, Credit Analysis, Mortgage Banking
Education
Hofstra University 1996 — 2000
IBM July 2015 - Present
Sikorsky Aerospace January 2014 - June 2015
Getty Images 2013 - 2013
Celgene 2012 - 2013
Boehringer-Ingenheim 2010 - 2010
Gartner 2007 - 2010
BEA Systems April 2006 - April 2007
Citi Bank 2004 - 2007
JPMorgan Chase 1994 - 2003
Skills
Software Development, IT Strategy, Java, Java Enterprise Edition, Web Services, Enterprise Architecture, Solution Architecture, Software Project..., Unix, Cloud Computing, Leadership, Integration, Weblogic, SOA, MEAN Stack, SDLC, Agile Methodologies, Business Intelligence, Data Warehousing, Websphere, EAI, Requirements Analysis, Enterprise Software, IT Management, Middleware, PL/SQL, WebLogic, WebSphere, Vendor Management
Education
Hofstra University 1994 — 1997
Master's degree, Computer Science
Long Island University, C.W. Post Campus 1980 — 1985
Bachelor's degree, Computer Science, Magna Cum Laude
New York State Courts December 1999 - Present
JPMorgan Chase 1996 - 1999
Skills
Self Defense, Microsoft Office, Strategic Planning, Social Media, Project Management, PowerPoint, Troubleshooting, Research, Microsoft Excel, Leadership
Education
The University of Texas at Austin 1987 — 1990
MA, Biology
Hofstra University 1979 — 1982
Bachelor of Science (BS), Biochemistry
Bethpage High School 1974 — 1978
Realty Ohio Real Estate January 2012 - Present
Primary Financial 2009 - October 2011
JPMorgan Chase July 2007 - September 2009
jpmorganchase 2007 - September 2009
JPMorgan 2007 - September 2009
JPMorgan Chase September 2005 - August 2007
BISYS April 2003 - August 2005
Skills
Account Reconciliation, Training, Auditing, Mutual Funds, Accounting, Banking, Financial Risk, Risk Management, Budgets, Fundraising, Process Improvement, Customer Service, Forecasting, Finance, Microsoft Excel, Management, Financial Analysis, Leadership
Education
Hondros College 2011 — 2011
Ohio Real Estate License, Sales Professional
Mount Vernon Nazarene University 1997 — 2001
Bachelors of Business Administration, Marketing Track
Centerburg
JPMorgan Chase December 2011 - Present
JPMorgan Chase November 2004 - December 2011
JPMorgan Chase February 2000 - November 2004
Cendant October 1997 - February 2000
Wedbush Morgan Securities May 1996 - September 1997
Skills
Marketing, Financial Services, Advertising, Sponsorship, Sales, Philanthropy, Marketing Communications, Event Management, Community Development, Corporate Branding, Employee Engagement, Strategic Partnerships, Social Media
Education
Hollins University 1992 — 1996
BA, Political Science
La Jolla Country Day 1991 — 1992
JPMorgan Chase July 2011 - Present
MDA Lending Solutions October 2010 - July 2011
MDA Lending Solutions December 2002 - October 2010
Amtrak-National Railroad Passenger Corporation January 1998 - February 2002
Skills
Account Management, Business Analysis, Contract Negotiation, Management, Process Improvement, Product Management, Project Management, Requirements Analysis, Risk Management, SDLC, Sales, Selling, Software Project..., Strategic Planning, Vendor Management, Visio
Education
Wilmington University 1998 — 2000
MBA, Management
Holy Family University 1993 — 1997
Holy Family University 1993 — 1997
West Catholic 1989 — 1993
JPMorgan Chase January 2012 - Present
JP Morgan Chase January 1989 - Present
JP Morgan Chase Bank 1989 - Present
JPMorgan Chase January 2010 - January 2012
Skills
Risk Management, Banking, Leadership, Commercial Banking, Strategic Planning, Vendor Management, IT Strategy, Management, Business Analysis, Client Development, PMO, Manage Client..., Retail Banking, Finance, Financial Services, Relationship Management, Portfolio Management, Customer Experience, Credit Cards
Education
Hofstra University 1992 — 1994
Master of Business Administration (MBA), Commercial Banking & Finance
State University of New York at Albany 1984 — 1988
Bachelor of Science (BS), Marketing / Finannce
LK Consulting March 2010 - Present
Marsh March 2011 - December 2011
Breakthrough Concepts, Inc February 2002 - February 2010
ING 2007 - 2008
ACS, Inc 2003 - 2005
Mellon/ACS 2002 - 2003
JP Morgan Chase 1998 - 2002
JPMorgan Chase November 1991 - 2002
LoBue Associates 1984 - 1991
LoBue Associates 1983 - 1991
Skills
Program Management, Change Management, Strategy, Organizational..., Leadership, Financial Services, Team Leadership, Team Building, Risk Management, Business Analysis, Banking, Business Process..., Portfolio Management, Outsourcing, Management, Mergers & Acquisitions, Consulting, Management Consulting, Vendor Management, Process Improvement, Strategic Planning, Project Management
Education
Hofstra University 1979 — 1981
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
JPMorgan Chase & Co. March 2015 - Present
JPMorgan Chase August 2011 - March 2015
Avelo Mortgage , A Goldman Sach Company June 2007 - September 2011
Countrywide Home Loans May 2005 - June 2007
PHH Mortgage 1997 - 2005
Skills
Mortgage Lending, Loans, Process Improvement, Analysis, Strategic Planning, Credit, Banking, Leadership, Loan Origination, Mortgage Banking, Portfolio Management, Risk Management, Underwriting, Credit Risk, Finance, Residential Mortgages
Education
Holy Family University
Bachelor of Arts (B.A.), Economics
JPMorgan Chase 1988 - Present
Education
Hofstra University 1984 — 1988
Retired April 2013 - Present
MetLife 2006 - April 2013
Chase Manhattan Bank 1976 - 2008
JPMorgan Chase 2001 - 2005
JP Morgan Chase January 1976 - 2005
Manufactures Hanover 1971 - 1993
Education
Hofstra University 1971 — 1975
ALPS Inc., Exclusive Distributor of CoreCommodity Management January 2015 - Present
The Kid and The Kale April 2013 - Present
E*TRADE Financial April 2013 - January 2015
Piedmont Capital Distributors April 2012 - April 2013
OppenheimerFunds November 2004 - October 2010
JPMorgan Chase December 2003 - November 2004
Dreyfus April 2000 - December 2003
Skills
Portfolio Management, Series 6, Equities, Series 7, Securities, Financial Markets, Series 63, Wealth Management, Asset Allocation, Fixed Income, Bonds, Retirement Planning, Investment Strategies, Investment Management, Financial Services, ETFs, Separately Managed..., Relationship Management, Variable Annuities, Retirement, Financial Advisory, Hedge Funds, Asset Management, Investments, Mutual Funds, Financial Analysis, Asset, FINRA, Alternative Investments, Capital Markets, Compliance, Financial Modeling, Financial Planning, Due Diligence, Risk Management, Banking, Investment Advisory, Public Speaking, Small Business, Part Time CFO, Food Safety, Food Manufacturing, Finance, Series 65, Management
Education
The George Washington University - School of Business 2007 — 2009
MBA, Finance and International Business
Hofstra University
BBA, Business Management
JPMorgan Chase June 2012 - Present
Bank of America Merrill Lynch July 2000 - June 2012
Lehman Brothers January 1992 - July 2000
Education
Hofstra University
BBA, Administrative Computer Systems
Bloomberg November 2010 - Present
Advent Capital Management May 2005 - February 2011
GlobeOp Financial Services April 2004 - May 2005
JPMorgan Chase August 2001 - September 2003
Skills
Trading Systems, Equities, Bloomberg, Derivatives, Hedge Funds, Fixed Income, Electronic Trading, Equity Derivatives, Bonds, Mutual Funds, Options, Money Market, Securities, Middle Office, Alternative Investments, Portfolio Management, Trading, Capital Markets, Financial Markets, Asset Management, Investments
Education
Hofstra University
JPMorgan Chase December 2009 - November 2011
JP Morgan Chase September 2005 - November 2009
Skills
SAP, Risk Management, Investment Banking, Financial Analysis
Education
Hofstra University
Master of Science (M.S.), Business Analytics/Information Technology
Hofstra University 2002 — 2004
MBA, Management Information Systems/Finance
PSG College of Technology 1997 — 2000
BSC CT
Bryant & Stratton College January 2013 - Present
Bank of America November 2010 - April 2011
HCL America October 2009 - July 2010
Genworth Financial September 2004 - September 2009
JPMorgan Chase September 2000 - September 2004
Advanta September 1998 - September 2000
Blair Corporation September 1997 - September 1998
Skills
Teaching, Statistics, Analytics, Marketing, Data Analysis, SAS, Data Mining, Statistical Modeling, R, Analysis, Quantitative Analytics
Education
Hofstra University 2001 — 2004
Master of Arts (M.A.), Applied Mathematics
Saint Vincent College 1993 — 1997
Bachelor of Science (B.S.), Mathematics
PSEG-Long Island January 2014 - Present
National Grid January 2013 - December 2013
Self Employed October 2011 - December 2012
Sapient Global Markets March 2010 - February 2011
Credit Suisse June 2007 - October 2008
JPMorgan Chase July 1999 - June 2007
Skills
Loans, Operations Management, Risk Management, Change Management, Cross-functional Team..., Management Consulting, PMP, Financial Services, Vendor Management, Investment Banking, Project Management, Portfolio Management, Financial Analysis, Analysis, Process Improvement, Banking
Education
Hofstra University 2009 — 2009
PMP Certification
LIU Brooklyn 1998 — 2001
MBA
LIU Post 1985 — 1988
BS
Kick Solutions January 1998 - Present
Schwing Electric June 2003 - February 2005
JPMorgan Chase August 2002 - May 2003
Skills
Website Development, Web Design, Graphic Design, Webmaster Services, SEO, SEM, Online Advertising, Social Media Marketing, E-commerce, Web Analytics, PPC, Web Development, Digital Marketing, CSS, Wordpress, Google Adwords, Entrepreneurship, User Experience
Education
Hofstra University 2000 — 2001
MCSE, Microsoft Certified System Engineer
Hofstra University 1998 — 2001
Business Computer Information Systems
Polytechnic University 1996 — 1998
Computer Information Management
Hudson's Bay Company April 2015 - Present
Hudson's Bay Company February 2014 - April 2015
Sleepy's June 2012 - June 2013
SMSC March 2011 - June 2012
Hostess Brands December 2009 - October 2010
Lord & Taylor June 2008 - May 2009
Lord & Taylor 2006 - 2008
Lord & Taylor 2005 - 2006
JPMorgan Chase January 2005 - April 2005
Moody's Investors Service June 2004 - September 2004
Skills
Forecasting, P&L Management, Budgets, Financial Reporting, Microsoft Excel, Financial Analysis, Strategic Financial..., Financial Modeling, Access, Finance, Accounting, Sarbanes-Oxley Act, Retail, Corporate Finance, Business Planning, Strategic Planning, Accounts Payable, Analysis, Business Analysis, Cash Flow, Competitive Analysis, Cross-functional Team..., Due Diligence, Essbase, Financial Forecasting, Financial Planning, General Ledger, Income Statement, Internal Controls, Management, Managerial Finance, Mergers, P, Pricing, Process Improvement, Variance Analysis
Education
Hofstra University 2001 — 2004
BBA, Finance
JPMorgan Chase October 2012 - Present
JPMorgan Chase September 2000 - October 2012
JPMorgan Chase December 1994 - September 2000
Skills
Business Analysis, Banking, SDLC, Vendor Management, PMO, Risk Management, Financial Services, Business Continuity, Software Documentation, Requirements Analysis, Process Improvement, Project Management, Requirements Gathering
Education
Hofstra University 1983 — 1986
BS, Computer Science, Business Admin
Instinet Incorporated July 2015 - Present
Nomura Securities July 2013 - July 2015
Nomura October 2009 - July 2013
Plainfield Asset Management June 2008 - January 2010
Bank of America 2004 - 2008
JPMorgan Chase June 2003 - June 2004
Skills
Talent Management, Employee Benefits, Personnel Management, Human Resources, Organizational..., Recruiting, Talent Acquisition, Deferred Compensation
Education
Hofstra University 2002 — 2004
MA - Industrial & Organizational Psychology
University of North Carolina at Chapel Hill 1998 — 2002
BA - Psychology
Town & Village Realty January 2013 - Present
AEC Engineering July 2012 - December 2012
Foreign Bank February 2012 - June 2012
Gleacher & Company February 2010 - April 2011
JPMorgan Chase March 2005 - January 2009
MortgageIt January 2001 - March 2005
Commercial Bank of New York December 1997 - November 2001
Dime Savings Bank 1992 - 1999
The Dime Savings Bank of New York 1991 - 1998
Skills
Mortgage Lending, Mortgage Banking, Loans, Due Diligence, Loan Origination, Refinance, Banking, Budgets, Retail Banking, Residential Mortgages, Mergers & Acquisitions, Credit, FHA, Leadership, Commercial Lending, Underwriting, Real Estate
Education
Hofstra University 1983 — 1990
BA, Psychology
JPMorgan Chase National Account ExecutiveJP Morgan Chase2001 - Present
Skills
Mortgage Banking, Credit Risk, Banking, Commercial Lending, Credit, Credit Analysis, Finance, Financial Services, Loan Origination, Loans, Mortgage Lending, Portfolio Management, Real Estate, Relationship Management, Risk Management, Residential Mortgages, Underwriting
Education
Saint John's University 1995 — 1999
MBA, Finance
Hofstra University 1988 — 1992
BBA, Banking and Finance
Large National Bank (Dominion Group) August 2008 - October 2008
Regional Florida Bank (IPSA Int'l) June 2008 - July 2008
Large Japanese Bank (IPSA Int'l) March 2007 - January 2008
Large Japanese Bank (IBM) January 2007 - January 2007
JPMorgan Chase January 2000 - September 2005
JPMorgan Chase August 1986 - January 2000
Arthur Andersen & Co 1981 - 1986
Pan American World Airways 1971 - 1981
Education
Hofstra University 1979 — 1981
BBA, Accounting
Sunbelt Rentals June 2013 - Present
CA Technologies October 2007 - June 2012
JPMorgan Chase September 2003 - November 2007
Skills
Financial Modeling, Financial Analysis, Hyperion Enterprise, SAP, Access, Essbase, Risk Management, Financial Reporting, Strategic Financial..., Valuation, SharePoint, Microsoft Excel
Education
Hofstra University 2001 — 2005
Bachelor of Business Administration (BBA), Finance & Marketing, 3.8
Keller Williams Capital Partners Realty July 2015 - Present
JPMorgan Chase February 2013 - Present
United States Air Force December 2011 - Present
Coldwell Banker King Thompson November 2014 - July 2015
EXPRESS October 2012 - January 2013
Ray Orthodontics May 2009 - October 2012
Cisco Systems May 2005 - June 2009
California Pizza Kitchen April 2001 - October 2006
Ohio Dominican University October 2002 - October 2005
The Bishoff Financial Group April 2003 - January 2005
Skills
Security, Customer Service, Network Security, Analysis, Active Directory, Training, Research, Phone Etiquette, Human Resources, Technical Support, SharePoint, Management, Finance, QuickBooks, Real Estate Transactions, Real Estate, Real Estate License, Real Estate Marketing, Sales, Microsoft Excel, Marketing, Team Building, Microsoft Office, Strategic Planning, Leadership
Education
Hondros College of Business 2014 — 2014
Real Estate License, Real Estate
Ohio Dominican University 2002 — 2006
BS, Computer Science Concentration in Business
Dell Services April 2011 - Present
Xerox (ACS) May 2008 - January 2009
Prime Therapeutics December 2006 - May 2008
JPMorgan Chase 2001 - 2006
Bank of America-Nations Credit 1997 - 2000
Skills
Accounting, General Ledger, Financial Reporting, Financial Planning, Analysis, Healthcare, Financial Accounting, Accounts Payable, Account Reconciliation, Variance Analysis, Financial Analysis, Internal Controls, Internal Audit, Accounts Receivable, GAAP, Sarbanes-Oxley Act, Financial Statements, Strategic Financial...
Education
Hofstra University 1993 — 1994
MBA, Finance & Banking
JPMorgan Chase September 2012 - Present
Nomura September 2010 - September 2012
Morgan Stanley 1993 - 2010
IDD Information Services 1990 - 1993
Grumman Aerospace 1985 - 1990
Education
Hofstra University
BS, Computer Science
Hofstra University
MBA, Finance
VILLAGE CARE March 2011 - August 2012
INDEPENDENT January 2009 - January 2011
TEKsystems September 2007 - June 2009
City University of New York March 2005 - May 2007
Citi August 2004 - February 2005
Lincoln Computer Services August 1999 - June 2004
JPMorgan Chase January 2002 - August 2002
SALOMON SMITH BARNEY June 2000 - October 2000
Skills
Windows Server, Microsoft Office, Troubleshooting, Active Directory, Disaster Recovery, XP, Technical Support, VPN, Citrix, TCP/IP, Security, Network Administration, Software Installation, Hardware, System Administration, Help Desk Support, Windows XP, Switches, Laptops, Antivirus, Networking, Servers, SCCM, Printers, Blackberry, System Deployment, BMC Remedy, Windows, Windows 7, Norton Ghost, Computer Security, Microsoft Exchange, Lotus Notes, Workstations
Education
COMPUTER CAREER CENTER 1998 — 1999
Hofstra University
Computer Science
Ally Financial Inc. November 2011 - Present
Premier, Inc. November 2009 - November 2011
Wells Fargo September 2005 - November 2009
JPMorgan Chase June 1996 - September 2005
KeyCorp May 1992 - May 1996
Skills
Process Improvement, Risk Management, Vendor Management, Management, Program Management, Contract Negotiation, Strategic Sourcing, Business Process..., Business Analysis, Change Management, Contract Management, Regulatory Compliance, Project Management, Supplier Performance, Risk Assessment, Vendor Relationship..., Strategic Planning, Strategic Partnerships, Cross-functional Team..., Supply Chain Management
Education
Hofstra University 1981 — 1985
BBA, Marketing
JPMorgan Chase July 1985 - Present
Skills
Mortgage Lending, Credit, Loans, Consumer Lending, Banking, Mortgage Banking, Small Business Lending, Cross Selling, Loan Origination, Sales Management, Sales, Commercial Lending, Relationship Management, Retail Banking, Portfolio Management, Branch Banking, Financial Services, Finance, Financial Analysis, Branch Management, Private Banking, Deposits, Credit Cards, Securities, Core Banking, Banking Relationships, Home Equity Loans
Education
Hofstra University 1986 — 1990
MBA, Finance
Stony Brook University 1981 — 1985
BA, Economics
JPMorgan Chase May 2013 - September 2014
JPMorgan Chase February 2011 - May 2013
JPMorgan Chase & Co. January 2010 - February 2011
JPMorgan Chase & Co. March 2005 - December 2009
JPMorgan Chase January 2001 - February 2005
Beneficial Credit Service August 1997 - November 1998
Skills
Credit, Mortgage Lending, Mortgage Banking, Process Improvement, Loans, Risk Management, Loan Servicing, Foreclosures, FHA, Financial Analysis, Loss Mitigation, Credit Analysis, Insurance, Leadership, Investors, Customer Service, Finance, Microsoft Office
Education
Hondros College 2006 — 2006
Certificate, Real Estate
The Ohio State University 1996 — 2001
Bachelor of Arts (B.A.), Audiology/Audiologist and Speech-Language Pathology/Pathologist
HSBC 2013 - Present
Morgan Stanley 2011 - 2013
Macquarie Bank 2008 - 2011
Citigroup 2006 - 2007
US Trust 2000 - 2005
JPMorgan Chase 1985 - 1988
Skills
Operational Risk, AML, Financial Risk, Risk Management, Internal Audit, Enterprise Risk..., Regulations, Operational Risk..., Anti Money Laundering, Capital Markets, Financial Services, KYC, Due Diligence, Securities, Fixed Income, FCPA, Compliance, Banking, Personal Trust..., Trust Services, Investment Banking
Education
Hofstra University
B.B.A. in Banking, Finance, and Investments
Citi 2009 - Present
Citi 2007 - 2009
Citi 2006 - 2007
Citi 2001 - 2006
EAB 1990 - 2001
Dartmouth Plan 1987 - 1990
JPMorgan Chase 1984 - 1986
Skills
Operations Management, Default, Risk Management, Business Process..., Strategic Leadership, Analytical Skills, Financial Risk, Credit, Portfolio Management, Banking, Relationship Management, Financial Services, Vendor Management, Credit Cards, Repurchase Management, People-oriented, Customer Service, Management, Finance, Loans, Mortgage Lending
Education
Hofstra University 1984 — 1988
Business Administration and Management, General
Spectra Audio Systems LLC August 2015 - Present
Woodbine Capital March 2012 - August 2015
Related Property Management October 2011 - March 2012
Sheldrake Organization March 2006 - September 2011
JPMorgan Chase August 2002 - February 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, Visio, Outlook, Yardi Property..., Real Estate Development, Financial Reporting, Peachtree, Typing, Dictaphone, Switchboard Operator, Customer Service, Management, PowerPoint, Finance, Human Resources
Education
Hofstra University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration
Poh's Institute of Insurance
BMI Research (A Fitch Group Company) July 2015 - Present
Gerson Lehrman Group April 2011 - June 2015
JPMorgan Chase August 2007 - May 2009
AXA Equitable April 2002 - July 2007
Deutsche Bank May 2000 - March 2002
Citibank September 1999 - May 2000
Skills
Investments, Financial Modeling, Financial Statement..., Energy, Fixed Income, Equities, Portfolio Management, Economics, Trading, Credit Risk, Analysis, Strategy, Competitive Analysis, Capital Markets, Mergers & Acquisitions, Valuation, Risk Management, Analytics, Renewable Energy, Business Analysis, Financial Analysis, Finance
Education
LIU Post 2009 — 2010
MBA
Hofstra University 1997 — 1999
BBA, Banking and Finance
JPMorgan Chase & Co. March 2015 - Present
JPMorgan Chase & Co. April 2014 - March 2015
JPMorgan Chase & Co. October 2013 - April 2014
JPMorgan Chase September 2011 - October 2013
Citigroup Personal Wealth Management January 2008 - August 2011
Real Estate Solutions September 2007 - December 2008
American Home Mortgage/Homegate Settlement Service September 2005 - August 2007
Automobile Club July 1998 - September 2005
Skills
Credit, Real Estate, Investments, Customer Service, Analysis, Microsoft Office, Social Media
Education
Hofstra University 1995 — 1997
Bachelor of Arts Degree, Political Science
Columbia Society of Real Estate Appraisers at Hofstra University
Real Estate Appraisal
New York Real Estate Institute
Recertification of Real Estate Appraiser Assistant License, Real Estate Appraisal
Cablevision August 2013 - Present
Cablevision November 2012 - August 2013
CA Technologies 2007 - 2012
Sandata Technolgies 2006 - 2007
JPMorgan Chase 1999 - 2005
JPMorgan Chase 1997 - 1999
JPMorgan Chase 1991 - 1997
Skills
SharePoint, Eureka:Strategy, Business Objects, SAP BI, SAP Portal, Oracle SQL
Education
College of New Rochelle
Bachelor of Science (BS), Business Administration
Hofstra University
Certificate in Database Design, Computer Science
Light Speed CrossFit April 2014 - Present
HSBC June 2012 - April 2014
JPMorgan Chase August 2011 - June 2012
GOLDMAN SACHS & CO June 2010 - July 2011
PIPER CAPITAL LLC January 2010 - June 2010
EXPRESS HOME SOLUTIONS March 2009 - December 2009
Sullivan & Cromwell LLP March 2007 - March 2009
Debevoise & Plimpton June 2006 - February 2007
THE MARSHALL FIRM LLP March 2004 - May 2005
Skills
AML, KYC, USA PATRIOT Act, Bank Secrecy Act, Compliance, OFAC, Compliance Training, CIP, Risk Assessment, Fraud, Analysis, Anti Money Laundering, Banking, Corporate Governance, Derivatives, Due Diligence, FINRA, Financial Regulation, Financial Risk, Regulations, Transaction Processing, Commercial Banking, Financial Services, Operational Risk, Risk Management
Education
Hofstra University School of Law 2002 — 2005
Juris Doctor, Law
Hofstra University 1999 — 2002
Bachelor of Business Administration, Marketing
Boiling Springs Savings Bank October 2009 - Present
JPMorgan Chase April 2005 - October 2009
Bank of New York April 1982 - April 2005
Skills
Consumer Lending, Small Business Lending, Commercial Lending, Commercial Banking, Credit, Banking, Customer Service, Credit Analysis, Refinance, Retirement Planning, Mortgage Lending, Business Development, Risk Management, Insurance, AML, Credit Risk, Financial Analysis, Mutual Funds, Leadership, Series 7, Sales, Commercial Mortgages, Loan Origination
Education
Hofstra University
Bachelor, Business Administration; Banking and Finance
C.B.T. Development May 2014 - Present
Relias Learning May 2013 - February 2014
VectorLearning January 2007 - May 2013
Faircount Media UK 2004 - 2007
JPMorgan Chase 1987 - 2004
Skills
Learning Management..., E-Learning, Lead Generation, Learning Management, Public Speaking, Training, B2B, Salesforce.com, New Business Development, Account Management, Team Building, Instructional Design, Marketing Communications, Sales Management, Content Management, Advertising, Team Leadership, Leadership, Blended Learning, Business Development, Strategic Planning, Distance Learning, SEO, Management, Coaching, Instructor-led Training, Strategic Partnerships, Cold Calling, Online Marketing, Sales, SaaS, CRM
Education
Hofstra University 1982 — 1986
Liberal Arts
Hofstra University
Bachelor of Arts (B.A.)
JPMorgan Chase 2014 - Present
Deutsche Bank 2012 - 2014
Interim Professional May 2010 - March 2012
Leathwaite International, Michael Page International, Robert Walters 1997 - 2009
American Express Tax and Business Services(formerly Goldstein, Golub, Kessler &Co) 1995 - 1997
Skills
Talent Acquisition, Executive Search, Applicant Tracking..., Sourcing, Internet Recruiting, Onboarding, Talent Management, Technical Recruiting, Human Resources, People Management, Business Networking, Client/Hiring Manager..., Contract Negotiation, Investment Banking, Sales, Customer Oriented, Management, Hiring
Education
Hofstra University 1991 — 1995
Bachelor of Business Administration, Major:Accounting Minor:Psychology
JPMorgan Chase June 2009 - Present
J.P. Morgan Securities LLC June 2002 - June 2009
Education
Hofstra University
Bachelor of Business Administration (B.B.A.), Finance, General
Merchant Data Systems May 2006 - Present
Elite Processing Systems June 2002 - Present
MadMat Holdings LLC 2009 - 2013
JPMorgan Chase October 2001 - June 2006
Josephthal and Co January 1995 - October 2001
Skills
Credit Cards, Payments, Alternative Investments, Equities, Wealth Management, Hedge Funds, Entrepreneurship, Investments, Investment Banking, Private Equity, Capital Markets, Valuation
Education
Hofstra University 1993 — 1996
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Chaminade HS
University at Albany, SUNY
Citi November 2012 - Present
JPMorgan Chase October 2008 - October 2012
Verticallend AKA World Alliance Financial 1996 - 2008
Skills
Management, Banking, Credit, Financial Analysis, Mortgage Lending, Relationship Management, Loans, Portfolio Management, Investment Banking, Financial Services
Education
Hofstra University
Retired July 2011 - Present
JPMorgan Chase April 1984 - July 2011
Skills
Mergers, Managerial Finance, Forecasting, Financial Services, Mergers & Acquisitions, Management, Finance, Strategy, Analysis
Education
Hofstra University
Bachelor of Science (BS), Finance and Financial Management Services
Nassau Community College
Health and Physical Education/Fitness
University of Virginia
Retail Bank Graduate School Management
TD Bank August 2015 - Present
JPMorgan Chase August 2013 - 2015
Merill Lynch May 2012 - August 2012
Education
Hofstra University 2010 — 2012
Bachelor of Business Administration, Finance
University of Scranton 2007 — 2009
Bachelor of Business Administration, Finance
Chaminade High School 2003 — 2007
Island Harvest July 2013 - Present
Herbert Susser CPA, PC June 2003 - Present
JPMorgan Chase April 1989 - December 2001
Arthur Andersen & Co September 1981 - September 1985
Education
New York University, Stern School of Business 1985 — 1987
Master of Business Administration (MBA), Finance
Hofstra University 1979 — 1981
Bachelor of Business Administration (B.B.A.), Accounting
JPMorgan Chase
Skills
Banking
Education
Hofstra University 1998 — 2002
Bachelor of Arts (B.A.), Natural Sciences
JPMorgan Chase February 1981 - January 2013
Skills
Firmwide Application..., Change Control Manager, Source Code Manager, Computer Operations, Psychiatric Center..., Orthopedic Technician
Education
Hofstra University
Master of Science (M.S.), Education
Long Island University, Southampton Campus
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
J.P. Morgan August 2004 - Present
J.P. Morgan September 2000 - August 2004
JPMorgan Chase June 1990 - September 2000
JPMorgan Chase February 1982 - June 1990
Skills
CPA, Finance, Management, Asset Management, Analysis, Financial Modeling
Education
Hofstra University
Master of Business Administration (MBA), Accounting
St. John's University
Bachelor of Science (BS), Accounting
JPMorgan Chase December 1984 - Present
Skills
Sales Management, Management, Credit, Product Management, Risk Management, Strategy, Loans, Financial Services, Portfolio Management, Finance, Commercial Lending, Mortgage Lending, Investments, Banking, Executive Management
Education
Hofstra University 1981 — 1984
Master of Business Administration (MBA), Marketing
SUNY Geneseo 1975 — 1979
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
JPMorgan Chase May 1994 - Present
Education
Hofstra University 1981 — 1984
Bachelor of Science (B.S.), Computer Science
Valley Stream Central High School 1977 — 1981
Bachelor of Science (B.S.), Computer Science
JPMorgan Chase May 1994 - Present
Skills
Microsoft Excel, Microsoft Word, Money Transfers, PowerPoint, ALM, Microsoft SQL Server, Investment Banking, Finance, Business Analysis, Asset Management, Financial Services
Education
Hofstra University 1981 — 1984
Bachelor of Science (BS), Computer Science
JPMorgan Chase Freelance WriterViral FashionJanuary 2012 - May 2012
Max & Gino's Clothing Co 2003 - 2010
Netmix Media February 2009 - May 2009
Public Relations Society of America (PRSA) February 2009 - April 2009
BPCM June 2007 - August 2007
Education
Hofstra University
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
JPMorgan Chase August 2013 - Present
Skills
Loans, Banking, Credit, Retail Banking, Mortgage Banking, Consumer Lending, Loan Origination, Commercial Banking, Small Business Lending, Branch Management, Refinance, Relationship Management, Commercial Lending, Lines Of Credit
Education
Hofstra University
JPMorgan Chase May 2011 - Present
Skills
Mortgage Banking, Loan Origination, Refinance, Residential Mortgages
Education
Hofstra University 1997 — 2001
Finance, General