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
JPMorgan Chase List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at JPMorgan Chase. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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JPMorgan Chase Employees
Academy Mortgage Corporation October 2013 - Present
JPMorgan Chase March 2012 - September 2013
JPMorgan Chase August 2008 - February 2012
JW Marriott 2004 - 2006
Skills
Credit, Loan Origination, Wealth Management, Mortgage Banking, Retirement Planning, Mortgage Lending, Commercial Lending, Loans, Financial Analysis, Commercial Banking, Due Diligence, Credit Analysis, Banking, Consumer Lending, Refinance
Education
Northern Arizona University-The W. A. Franke College of Business 2006 — 2008
Bachelor of Science (BS), Finance, General
Northern Arizona University 2000 — 2004
Bachelor of Science (B.S.), Hospitality Administration/Management
Chaparral High School 1996 — 2000
JPMorgan Chase 2013 - Present
JPMorgan Chase 2011 - 2013
JPMorgan Chase 2009 - 2011
Spanish Coalition for Housing 2007 - 2009
Wells Fargo 2006 - 2007
Skills
Finance, Coaching, Training, Customer Service, Management, CRM
Education
Northern Arizona University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Project Design & Management Recruiting September 2014 - Present
Blackwood Associates May 2013 - September 2014
State Street January 2001 - January 2010
JPMorgan Chase February 2007 - July 2007
Skills
Financial Services, Talent Acquisition, Accounting, Project Management, Management, Contract Recruitment, Mutual Funds, Finance, Recruiting, Internet Recruiting, CRM, Leadership, Executive Management
Education
Northeastern University 1997 — 2002
Bachelor of Science (BS), Finance and Insurance
Gap Inc. February 2012 - February 2013
Graphic Language and XHTMLized March 2011 - February 2012
Management Consulting Group May 2005 - May 2011
JPMorganChase 2000 - 2005
JPMorgan Chase 2000 - 2005
Mintz Levin Law Offices 1998 - 2000
State Street Global Advisors 1994 - 1998
Skills
PMO, Business Analysis, Program Management, Vendor Management, SDLC, Training Management, Employee Learning &..., Human Resources, Risk Management, Change Management, IT Strategy, Management, Leadership, Talent Management, Training, Organizational..., Project Planning, Project Management, SharePoint, Process Improvement, Recruiting, Onboarding, Workshop Facilitation, Business Development, Six Sigma, Outsourcing, PMP, CRM
Education
Northeastern University
Northeastern University
Intralign January 2013 - Present
JPMorgan Chase March 2012 - December 2012
Stryker Sustainability Solutions September 2009 - March 2012
Ascent: A Stryker Sustainability Solution December 2007 - September 2009
Sanmina-SCI June 2006 - December 2007
Rural Metro October 2005 - June 2006
Rental Service Corporation April 2003 - October 2005
Skills
Benefits, Employee Benefits, Workers Compensation, Manufacturing, Employee Relations, Performance Management, HRIS, Benefits Administration, College Recruiting, FMLA, Training, Onboarding, Interviews, Coaching, HR Policies, Recruiting, Program Management, ADP Payroll, Leadership, Talent Management, Healthcare, Payroll, Employment Law, Management, New Hire Orientations, PeopleSoft, Human Resources, Technical Recruiting, Leadership Development, Sourcing, Workforce Planning, Sales Operations, Employee Training, Applicant Tracking..., Employee Engagement, Hiring, Succession Planning, Talent Acquisition, Personnel Management, Deferred Compensation, Organizational..., Executive Search, Sales
Education
Northern Arizona University 2006 — 2008
Masters, Education, Counseling and Human Relations
University of Phoenix 2003 — 2006
B.A, Business Management, Human Resources
JPMorgan Chase February 2014 - Present
Arizona Soccer Camp June 2009 - July 2011
Skills
Electrical Engineering, Mathematics, Matlab, Academic Tutoring, Technical Drawing, Communication, Privacy Protection, Networking, Leadership, Team Building, Calculus, Presentation Skills, Customer Service, Nutrition, Nonprofits, Retail Banking, Creative Writing, Teamwork, Project Planning, Engineering
Education
Northern Arizona University 2010 — 2017
Electrical and Electronics Engineering
Cactus High School 2006 — 2010
High School Diploma
JPMorgan Chase 2011 - Present
Bank of America 2002 - 2011
Skills
Banking, Sales Management, Customer Relations, Strategic Planning, Team Building, Problem Solving, Project Management, Leadership Development, Goal Oriented, Event Planning, New Business Development, Retail Banking, Loans, Relationship Management, Underwriting, Credit, Loan Origination, Consumer Lending, Commercial Lending, Cross Selling, Mortgage Lending, Customer Service, Mortgage Banking, Small Business Lending, Leadership, Insurance, Management, Sales, Public Speaking, Public Relations, Marketing, Microsoft Office, Marketing Strategy, Coaching, Risk Management, Social Networking
Education
Northeastern University 1993 — 1996
BS, ORGANIZATIONAL COMMUNICATION AND BUSINESS MANAGEMENT
University of New Hampshire 1990 — 1992
AS, BUSINESS MANAGEMENT
JPMorgan Chase October 2013 - Present
Reasors August 2010 - October 2013
Reasors May 2008 - August 2010
Dorsett's IGA June 2007 - December 2007
Casa Galindo May 2007 - August 2007
Skills
Customer Service, Food Service, Pharmaceutical Sales, Cashiering, Waitressing, Money Management, Enterprise Software, Computer Proficiency, Learning Quickly, Quicken, Mathematics, Cleaning, Floor Cleaning, Goal Oriented, Financial Goals, Helping Clients, Multi-line Phone, Teller Operations, Cash Register, Teamwork, Time Management, Payments, Microsoft Office, Credit Cards, Banking, Retail
Education
Northeastern State University 2013 — 2015
Bachelor's degree, Accounting
Tulsa Community College 2010 — 2013
Associate of Science (AS), Pre-Pharmacy Studies
Boston Properties May 2013 - Present
JPMorgan Chase December 2011 - May 2013
Ercolini & Company LLP December 2008 - December 2011
Patricia G. Cobb, P.C. January 2006 - November 2008
Bertucci's June 2004 - June 2005
Skills
Tax, Auditing, Financial Statements, Analysis, Accounting, Tax Returns, Nonprofits, GAAP, Financial Reporting, Tax Accounting, Tax Preparation
Education
Northeastern University 2008 — 2010
Masters, Taxation
Stonehill College 2000 — 2004
Accounting
JPMorgan Chase January 2014 - Present
J.P. Morgan July 1990 - December 2013
The Boston Company 1988 - 1990
Skills
Cash Management, Treasury Management, Treasury Services, Liquidity Management, ACH, Commercial Banking, Banking, Banking Relationships, Merchant Services, Payments, Middle Market, Asset Based Lending, Credit Risk, Relationship Management, CRM, Financial Services, Leadership, Finance, Portfolio Management
Education
Northeastern University 1992 — 1995
MBA, Business Administration and Management, General
Wheaton College (MA) 1983 — 1987
BA, Economics and Spanish
Universidad de Salamanca 1986 — 1986
Junior Year Abroad, Economics and General Studies
JPMorgan Chase 2013 - Present
Residential Home Funding December 2011 - June 2013
Jacob Dean Mortgage, Inc. August 2008 - July 2011
Millenia Mortgage September 2006 - August 2008
Home Town Mortgage August 2003 - September 2006
Avercom March 1998 - June 2003
Intec Overseas Software March 1996 - March 1998
WorldCom March 1993 - March 1996
Highway Express July 1991 - March 1993
Skills
FHA, Loans, Investment Properties, Credit, Mortgage Lending, Real Estate, USDA, First Time Home Buyers, Refinance, Credit Analysis, Recruiting, Residential Homes, Financial Analysis, Marketing, Management, Small Business, Insurance, Sales, New Business Development, Finance, Account Management, Networking, Reverse Mortgages, Negotiation, Risk Management, Investments, Strategic Financial..., Mortgage Banking, Sellers, Selling, Residential Mortgages, Banking, Loan Origination, VA loans, FHA financing, Government Loans, Certified Mortgage..., Non-Conforming, Construction Loans, Referrals, Mortgage Underwriting, Home Equity Loans, Real Estate Financing, Wholesale Lending, Commercial Mortgages, Underwriting, Real Estate Transactions, Commercial Real Estate, HUD, Commercial Lending
Education
Northeastern University 1986 — 1991
BS, Marketing with a minor in Management
ZPR Investment Management April 2013 - Present
Morgan Stanley March 2010 - August 2011
OppenheimerFunds September 2002 - June 2009
Jacobs Levy Equity Management June 1996 - August 2002
JPMorgan Chase January 1992 - February 1994
JPMorgan Chase February 1990 - January 1992
Salomon Brothers May 1989 - February 1990
Skills
Electronic Trading, Trading Systems, Equities, Trading, Program Trading, Trading Strategies, Securities, Portfolio Management, Equity Trading, Financial Risk, Hedge Funds, Hedging, Buy-side, Bloomberg, Quantitative Investing, Quantitative Finance, Algorithms, Bonds, Fixed Income, Alternative Investments, Analysis, Options, ETFs, Equity Derivatives, Capital Markets, Trading Technology, Data Analysis, Financial Markets, Derivatives, Risk Monitoring, Series 7, Investments, TCA, Market Data, Proprietary Trading, Dark Pools, Algorithm Analysis, R, SQL, Python, Commodity, FINRA, Equity Research, Asset Allocation, FX trading
Education
Stevens Institute of Technology
MS, Mathematics/Statistics
Northeastern University 1983 — 1988
BS, Finance, Economics, Computer Science
Envestnet Placemark December 2013 - Present
T-System March 2013 - November 2013
JPMorgan Chase August 2011 - March 2012
JPMorgan Chase January 2009 - August 2011
JPMorgan Chase January 2009 - February 2011
MFS Investment Management January 2008 - July 2008
MFS Investment Management January 2007 - August 2007
Education
Southern Methodist University - Cox School of Business 2011 — 2013
Master of Business Administration (MBA), Strategy
Northeastern University 2005 — 2009
Bachelors, Business
NYC Business Solutions May 2014 - Present
JPMorgan Chase December 2013 - May 2014
Accion East and Online November 2012 - December 2013
Americans Abroad for Obama March 2012 - November 2012
U.S. Department of Commerce/Minority Business Development Agency June 2011 - March 2012
CDM June 2010 - May 2011
EF Educational Tours July 2008 - December 2008
Skills
Fundraising, Management, Spanish, Market Research, Event Planning, French, Event Management, PowerPoint, Marketing, Email Marketing, Microsoft Office, Social Media, Research, Social Media Marketing, Outlook, Microsoft Excel, Nonprofits, Business Development, Leadership, Proposal Writing, Community Outreach, Sales
Education
Northeastern University 2007 — 2011
Bachelor of Science Degree in Business, Marketing
BOSTON LATIN ACADEMY
Pulte Group, Inc. February 2015 - Present
JPMorgan Chase February 2006 - January 2015
Fidelity Investments October 1994 - September 2005
Skills
Customer Service, Leadership, Financial Services, Public Speaking, Budgets, Event Planning, Social Networking
Education
Northeastern University 1993 — 1996
University of Massachusetts Boston 1989 — 1992
Wells Fargo Home Mortgage October 2014 - Present
JPMorgan Chase September 2003 - October 2014
Ameriquest Mortgage January 2003 - August 2003
Lincoln Property Company June 1999 - March 2002
Skills
Mortgage Banking, Mortgage Lending, USDA, FHA, Refinance, Residential Mortgages, Loans, Credit, Loan Origination, VA loans, Banking, FHA financing, Credit Analysis, Mortgage Underwriting, Consumer Lending, Home Equity Loans, Commercial Lending, Loss Mitigation, Real Estate Financing, Commercial Mortgages, Small Business Lending, Home Equity Lines of..., Government Loans, Lines Of Credit, Mortgage Servicing, Construction Loans, Underwriting, Certified Mortgage..., Mortgage Marketing, Real Estate, Reverse Mortgages, Real Estate Economics, Non-Conforming, Portfolio Management, Risk Management, Cross Selling, Referrals, Finance, Commercial Banking, Home Equity, VA Loans, FHA Financing
Education
Northeastern University 1996 — 1999
Bachelor of Science (B.S.), Economics
Boston Public Schools September 2010 - Present
State Street December 2007 - December 2008
The Boston Company December 2006 - June 2007
JPMorgan Chase July 2005 - May 2006
Skills
Classroom Management, Lesson Planning, Microsoft Office, Microsoft Excel, Financial Analysis, Curriculum Development, Teaching, Public Speaking, Curriculum Design, Elementary Education, Classroom, Differentiated...
Education
Northeastern University 2000 — 2005
BSBA, Finance/Management
University of Massachusetts Boston 2009 — 2010
MA Ed, Elementary Education
Enterprise Bank & Trust July 2012 - Present
JPMorgan Chase February 2009 - August 2010
Wells Fargo October 2003 - August 2008
Skills
Customer Service, Bank Management, Banking, Salesforce.com, Sales, Microsoft Office, PowerPoint, Accuracy, Excel, Word, Retail Banking, Time Management, Reporting, Account Maintenance, Customer Retention, Communication, Deposit support &..., Problem Solving, Team Building, Cash Handling, Training, Business Development, Coaching, Delivering Service..., Sales and activity..., Interior Design, Sketching, Drawing, Leadership, Hiring, New Hire Training, Employee Learning &..., Relationship Building
Education
Northern Arizona University 2010 — 2012
Bachelor of Science (BS), Interior Design
Scottsdale Community College 2004 — 2011
Associate's Degree, Interior Design
JPMorgan Chase December 2013 - Present
Financial Taxation Services Inc. 2013 - 2013
Boston Financial Investment Management 2013 - 2013
CAPA International Education, London March 2012 - July 2012
Skills
Accounts Payable, Quickbooks, General Ledger, Journal Entries, Excel, Microsoft Office, Accounts Receivable, Payroll, Microsoft Word, Chinese
Education
Southern New Hampshire University 2009 — 2012
Master of Science, Accountancy, 3.5/4.00
Northeastern University 2003 — 2007
Bachelors of Science, Business Management and Information Technology
SAC Wireless October 2014 - Present
American Hotel Register Company May 2014 - October 2014
JPMorgan Chase December 2012 - May 2013
InterContinental Hotels Group June 2012 - August 2012
Woods Pool May 2009 - January 2012
Skills
Excel, Facebook, Event Planning, PowerPoint, Word, Twitter, Public Speaking, Creative Writing, iPhoto, iPhone, Mac OS X, Windows 7, Equestrian, Cpr Certified, AED, Horseback Riding, Dance, Tennis, Party Planning, Intercultural..., Team Leadership, iPod, iTunes, Skype, iCal, Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, OS X, Leadership Development, Newsletters, Teamwork, Social Networking, Time Management, Volunteer Management, Critical Thinking, YouTube, Event Management, Customer Service, Data Entry, Volunteering, College Recruiting, Interviewing Skills, Sales, Cold Calling, Team-oriented, Resume Writing
Education
Northeastern University 2013 — 2014
Master's Degree, Corporate and Organizational Communication - Human Resources Concentration
The University of Iowa 2009 — 2012
B.A, Communication Studies. Leadership Certificate, American Studies
Mount Assisi Academy 2005 — 2009
Citi April 2014 - Present
JPMorgan Chase January 2013 - March 2014
JPMorgan Chase October 2011 - January 2013
JPMorgan Chase September 2011 - January 2013
JPMorgan January 2006 - January 2011
Skills
Asset Management, Mergers & Acquisitions, Securities, Treasury, Financial Modeling, Financial Analysis, Valuation, Capital Markets, Corporate Finance, Investments, Financial Services, Due Diligence
Education
Northeastern University 2002 — 2007
2007, International Business/Finance
Citco Banking Corporation N.V. May 2015 - Present
JPMorgan Chase July 2014 - May 2015
The Boston Consulting Group January 2013 - August 2013
Harvard Management Company January 2012 - July 2012
MFS Investment Management January 2011 - July 2011
Skills
Financial Analysis, Corporate Finance, Accounting, Finance
Education
Northeastern University 2009 — 2014
Accounting and Finance
half hollow hills east
Cal-bay International January 2011 - Present
Turn Around Holdings May 2010 - Present
Ionicbulb.com, Inc. November 2009 - February 2011
SWIA Conferences 2005 - 2011
TMR Consulting, Inc. 1999 - 2010
JPMorgan Chase June 2004 - October 2009
Skills
Marketing Strategy, Management Consulting, Sales Management, Mergers, Venture Capital, Start-ups, Strategy, Investor Relations, Business Strategy, Management, Investment Banking, Due Diligence, Entrepreneurship, Business Planning, Advertising, Asset Management, Banking, Brand Development, Business Development, Consulting, Competitive Analysis, Corporate Development, Corporate Finance, Executive Management, Finance, Financial Analysis, Financial Modeling, Financial Services, Financial Structuring, Funding, IPO, International Business, Investments, Joint Ventures, Market Analysis, Market Research, Marketing, Mergers & Acquisitions, Negotiation, New Business Development, Private Equity, Private Placements, Product Marketing, Real Estate, Restructuring, Small Business, Strategic Consulting, Strategic Financial..., Strategic Partnerships, Strategic Planning
Education
Collin College 2009 — 2013
Kinesiology
Northeastern University 1991 — 1992
Chemistry
JPMorgan Chase Bank. N.A. June 2011 - Present
Sameer's Eats Productions LLC January 2010 - Present
JPMorgan Chase August 2008 - June 2011
Wachovia May 2004 - August 2008
Education
Northeastern University 2008 — 2010
M.S., Leadership - Healthcare Management, 3.8/4.0
University of Connecticut 2007 — 2008
Master of Business Administration (MBA), Business, Management, Marketing, 3.75
Rutgers, The State University of New Jersey-Newark 2001 — 2004
B.S., Finance, Management Information Systems
Arvest Bank July 2006 - Present
JPMorgan Chase January 1995 - July 2006
Education
Northeastern State University 1994 — 1997
BS, Business Administration/Marketing
Gleeful Peacock May 2013 - Present
Freeland Brown Pharmacy August 2012 - May 2013
Bank of Oklahoma September 2009 - July 2012
JPMorgan Chase February 2007 - September 2009
Skills
Banking, Customer Service, Process Improvement, Risk Management, Finance, Team Building
Education
Northeastern State University
Bachelor's, Business Administration
Tulsa Community College
Seahorse Bioscience 2012 - Present
Bay State Elevator Co January 2006 - Present
Cisco September 2013 - 2013
Schneider Electric January 2009 - February 2012
Andover Controls April 2004 - April 2005
JPMorgan Chase October 2002 - February 2004
Alaris Medical Systems 2001 - 2002
PopupNotes February 2000 - February 2001
Lotus Development March 1999 - March 2000
Polaroid March 1997 - October 1999
Skills
WPF, ReSharper, Log4Net, NDoc, C#, WinForms, MSMQ, WCF, XAML, Infragistics, C++, DirectX, DirectShow, Ffmpeg, MPEG-4, H.264, REST, Android, Windows Mobile, Java, SQL, Silverlight, NUnit, .NET, Visual Studio, Web Applications, XML, Software Design, Mobile Applications, Web Services, Agile Methodologies, Microsoft SQL Server, ASP.NET, ASP.NET MVC, Software Development, Web Development, Integration
Education
Northeastern University 1984 — 1989
BSEE, Electrical Engineering
BankUnited, N.A. January 2013 - Present
JPMorgan Chase February 2012 - December 2012
Robert Half Management Resources 2011 - 2011
IBERIABANK, as Successor for Sterling Bank, Lantana, FL July 2010 - November 2010
Sterling Bank, Lantana, FL January 2009 - July 2010
Sterling Bank, Lantana, FL January 2006 - January 2009
Sterling Bank November 1993 - January 2006
Skills
Credit, Financial Reporting, Loans, Portfolio Management, Credit Analysis, Credit Risk, Mortgage Servicing, Investor Reporting, Risk Management, Loan Servicing, Small Business Lending, Underwriting, Consumer Lending, Financial Risk, Banking, Finance, Mortgage Lending, Commercial Lending, Internal Audit, Loss Mitigation, Leadership, Commercial Banking, Management, Financial Analysis, Mortgage Banking, Loan Origination, Financial Services, Lines Of Credit, Anti Money Laundering, Relationship Management, Core Banking, Commercial Mortgages, Due Diligence, Credit Cards, Retail Banking, Mergers & Acquisitions, Commercial Real Estate, Asset Management, Deposits, Real Estate, FHA, Residential Mortgages, Financial Modeling, Operational Risk
Education
Northeastern University 1972 — 1974
Bachelor of Science, Accounting
Elevate-hr February 2015 - May 2015
JPMorgan Chase April 2005 - November 2014
SunGard Data Systems Inc January 2005 - April 2005
Modis/Met Life January 2004 - December 2004
Fidelity Investments May 2000 - January 2002
BankBoston March 1991 - September 2000
Computer Assistance (Coopers & Lybrand) June 1983 - January 1991
Liberty Mutual Insurance Company 1976 - 1983
Skills
Management, Leadership,..., Testing, Windows, Agile, QC, ALM, Mainframe, iSpace, SQL, MS Office, JCL, Swift, Agile Methodologies, Quality Assurance, Oracle, Analysis, Software Development
Education
Northeastern University 1976 — 1981
Bachelor of Business Administration (B.B.A.), Management and Marketing
Arlington High School
High School, College
Sparks July 2015 - Present
SPOON Exhibits & Events October 2013 - Present
Sutherland Global Services January 2013 - September 2013
FeedbackStat May 2009 - January 2013
JPMorgan Chase October 2007 - May 2009
Vintabla Restaurant August 2006 - October 2007
Power Women Investing December 2005 - August 2006
The Phoenician Resort and Spa November 2004 - December 2005
Skills
Market Research, Sales Support, Focus Groups, Market Planning, Promotions, Business Development, Event Planning, Event Management, Coordinating Events, Trade Shows, Corporate Events, Marketing Communications, Sales Operations, Management, Marketing Strategy, Integrated Marketing, Product Marketing, Leadership, Medical Devices, Program Management, Market Analysis, Strategic Planning, Lead Generation, New Business Development
Education
Northern Arizona University 2001 — 2004
Bachelor of Science
JPMorgan Chase July 2014 - Present
Bank of America June 2013 - July 2014
CBIZ January 2013 - April 2013
Selective Insurance June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Capital IQ, Financial Analysis, Valuation, Writing, Internal Audit, Financial Modeling
Education
The College of New Jersey
Bachelor of Science (B.S.) Business Administration, Finance (English Minor)
Northeastern University
J.P. Morgan, Chase & Co. May 2013 - Present
JPMorgan Chase August 2010 - May 2013
J.P. Morgan, Chase & Co. August 2010 - May 2013
Deutsche Bank April 2005 - April 2010
J.P. Morgan May 2000 - May 2005
Bear, Stearns, & Co. May 1999 - May 2000
Gillette Company January 1997 - June 1997
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Financial Modeling, Derivatives, Valuation, Bloomberg, Corporate Finance, Hedge Funds, Private Equity, Financial Analysis, Emerging Markets, Bonds, Swaps, Trading, Structured Products, Structured Finance, Securities, Bloomberg Terminal, Settlement, Financial Services, Options, Financial Markets, Middle Office, FX Options, Mutual Funds, Portfolio Management, Series 7, Asset Management, Investments, Market Risk, Trading Systems, Financial Risk, Corporate Actions, Banking, Risk Management, Finance, Alternative Investments, Credit Risk, Prime Brokerage, Equity Derivatives, Credit Derivatives, Strategic Financial..., Investment Management, Analysis, Management, Customer Service, Microsoft Excel, Loans
Education
Northeastern University 1993 — 1998
Bachelor of Applied Science (B.A.Sc.), International Finance
Fachhohscule Reutlingen Fur Technik und Wirtschaft 1997 — 1997
study abroad, International Economics
Cornwall Central High School 1989 — 1993
High School Diploma, Majored in Music & History
JPMorgan Chase November 2010 - Present
Best Buy August 2005 - June 2009
Skills
Banking, Consumer Lending, Credit, Customer Service, Financial Analysis, Investments, Loans, Mortgage Lending, Portfolio Management, Retail Banking, Sales, Series 63, Cross Selling, Cash Management
Education
Northeastern University 2008 — 2010
JPMorgan Chase September 2012 - Present
Royal Bank of Scotland 2006 - September 2012
Commerce Bank and Trust 2005 - 2006
Bank of America 1991 - 2005
Skills
Working Capital..., Treasury Services, Payment Solutions, Product Management
Education
Suffolk University - Sawyer Business School 1994 — 2000
MBA, Finance and Administration
Northeastern University 1986 — 1991
Bachelor of Science in Business Administration, Business Administration: Major in Marketing, Minor in Writing
Andrew Warde High School 1982 — 1986
Senior Star October 2013 - Present
JPMorgan Chase August 1991 - October 2013
Skills
Commercial Banking, Credit, Customer Service, Relationship Management, Banking, Microsoft Excel, Cash Management, Event Planning, Loans, Financial Analysis, Marketing Communications, Treasury Management, Finance
Education
Northeastern Oklahoma A&M College
Bundoo January 2015 - Present
JPMorgan Chase November 2009 - 2014
Ameriprise Financial December 2007 - March 2009
Ameriprise Financial January 2007 - December 2007
Ameriprise Financial September 2003 - December 2007
Stride Rite January 2001 - June 2001
Skills
Digital Strategy, Marketing, Business Development, Brand Management, Advertising, Leadership Development, SaaS, Management, Strategy, Campaign Strategies, Marketing Automation, Google Adwords, Program Management, Negotiation, Digital Marketing, Agency Relations, Content Marketing, Content Management, PPC, Marketing Communications, Email Marketing, Strategic Alliances, Public Relations, Event Planning, SPSS, Microsoft Office, Finance, Project Management, Organic Search, Training, CRM, Email Newsletter Design, Social Media Marketing, Microsoft Project, WordPress, Online Advertising, Google Analytics, CMS, Fundraising
Education
University of Florida - Warrington College Of Business 2011 — 2013
Master of Business Administration (MBA)
Northeastern University 1998 — 2003
B.S. Business Administration, Marketing
New York Health & Racquet Club April 2013 - Present
Freelance January 2004 - Present
Buck House April 2011 - July 2012
Liloveve Gallery June 2009 - 2012
MA Program Cooper-Hewitt 2008 - 2011
JPMorgan Chase January 2004 - August 2008
Skills
Art History, Social Media, Art, Photography, Photoshop, InDesign, Research, Graphic Design, Illustrator, QuarkXPress
Education
Parsons The New School for Design 2008 — 2010
Masters, History of Decorative Arts & Design
Northeastern University 1999 — 2004
BS, Graphic Design
Ahmuty Demers & McManus February 2015 - Present
Rubin & Rothman LLC October 2014 - January 2015
JPMorgan Chase October 2013 - June 2014
Analysis Group August 2013 - September 2013
The Debt Exchange September 2012 - June 2013
Rosenberg, Freedman & Goldstein, LLP November 2011 - May 2012
Suffolk University Law School Family Advocacy Clinic August 2011 - May 2012
Suffolk County District Attorney's Office June 2011 - August 2011
AIDS Action Committee September 2010 - April 2011
Bristol County Juvenile Court May 2010 - August 2010
Skills
Legal Research, Legal Writing, Courts, Family Law, Trials, Public Policy, Litigation, Civil Litigation, Legal Issues, Document Review, Hearings, Pleadings, Westlaw, Lexis, Motion Practice, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Communication, Motions
Education
Suffolk University Law School 2009 — 2012
Juris Doctor, Family Law, Criminal Law, General Civil Litigation
Northeastern University 2004 — 2008
B.A., Political Science and English
ZoomInfo August 2015 - Present
Bridgeline Digital January 2015 - July 2015
Bridgeline Digital November 2013 - December 2014
Metro International January 2013 - June 2014
Bridgeline Digital October 2012 - November 2013
WEEI Sports Radio Network December 2011 - November 2012
WEEI Sports Radio Network December 2011 - November 2012
Consequence of Sound May 2012 - September 2012
JPMorgan Chase June 2008 - March 2009
Skills
Creative Media, Sports Writing, Music Criticism, Social Media, Blogging, Facebook, WordPress, Journalism, Press Releases, Social Media Marketing, Editing, Social Networking, Web Content, Salesforce.com, HubSpot, Marketing Automation, Email Marketing, Storytelling, Time Management, Feature Articles
Education
Northeastern University
Masters Degree, Journalism
Westfield State University
Bachelor of Business Administration, Business Management and Finance
JPMorgan Chase January 2009 - Present
Plains Capital Bank October 2006 - January 2009
Plains Capital Bank January 2006 - January 2007
Bank TellerFirst National Bank April 2004 - January 2006
Sequoyah Enterprises Inc November 2003 - March 2004
Birmingham-Jefferson Convention Complex January 2001 - January 2003
Skills
MS Office, PowerPoint, Microsoft Excel, Microsoft Word, Windows, Internet Explorer, Fax, Copying, Self-starter, Fast Learner, Data Entry, Positive Team Player, Problem Solving, Professional..., Communication Skills, Oral & Written..., People Skills, Leadership, Outlook, Document Review
Education
University of Phoenix 2008 — 2010
MBA, General MBA
Northeastern State University 1996 — 2000
Bachelors of Arts, General Psychology
Chickasha High School 1994 — 1996
High School Diploma, Honors/Regents High School/Secondary Diploma Program
ECA Risk Management March 2011 - Present
JPMorgan Chase July 2001 - May 2009
JP Morgan Chase July 2001 - May 2009
Rental Service Corporation March 2000 - July 2001
Skills
Due Diligence, Risk Management, Environmental Awareness, Finance, Negotiation, Environmental Consulting, Project Planning, Policy, Loans, Auditing, Financial Risk, Portfolio Management, Risk Assessment, Banking, Asset Management, Credit, Project Finance
Education
Northern Arizona University 2002 — 2006
Bachelor of Science, Public and Environmental Planning
JPMorgan Chase July 2012 - Present
The Siegfried Group February 2007 - June 2012
Ernst & Young April 2006 - February 2007
Deloitte & Touche LLC September 2003 - July 2006
Skills
Auditing, Financial Reporting, Financial Services, Internal Controls, Accounting, Tax, General Ledger, Financial Statements, Corporate Tax, Asset Management, Fund Accounting, Private Equity, Mutual Funds, Hedge Funds, Sarbanes-Oxley Act, US GAAP, GAAP, Financial Analysis, Financial Accounting
Education
Boston University 1988 — 1992
BS, Accounting
Northeastern University
Wells Fargo Home Mortgage December 2014 - Present
Bank of America October 2012 - November 2014
Santander Bank, N.A. January 2011 - October 2012
JPMorgan Chase January 2008 - June 2010
Mortgage IT, subsidiary of Deutsche Bank May 2005 - November 2007
Skills
Condos, Cooperative, Conforming, Jumbo, Self-Employed, Investors, FHA, Mortgage Lending, Mortgage Banking, Referrals, Investments, Residential Homes, Finance, Loan Origination, Refinance, VA loans, Investment Properties, Real Estate, Credit, Loans, First Time Home Buyers, Real Estate Transactions, FHA financing, Real Estate Economics, Real Estate Financing, Residential Mortgages, VA Loans, Sales, Short Sales, Relocation, REO, Single Family Homes
Education
Northeastern University
Wellesley High School
JPMorgan Chase December 2012 - Present
Fifth Third Bank October 2006 - November 2012
AmSouth Bank January 2004 - October 2006
Suncoast National Bank September 2000 - January 2002
Bank of America 1995 - 2000
AmSouth Bank July 1992 - January 1995
Skills
Commercial Lending, Small Business Lending, Commercial Banking, SBA, Lines Of Credit, Banking, Loans, Consumer Lending, Loan Origination, Credit, Cash Flow, Sales, Small Business, Sales Management, Treasury Management, Finance, Cash Management, Investments, Credit Analysis, Mortgage Banking, Cross Selling, Commercial Mortgages, Financial Services, Mortgage Lending, Asset Based Lending, Underwriting, Retail Banking, Portfolio Management, Refinance
Education
American Bankers Association at Fairfield University, Fairfield, CT
Northeastern University
Business Administration
custom contract work August 2010 - Present
John Hancock 2000 - 2008
CBS Television Studios January 1994 - July 1997
JPMorgan Chase 1994 - 1997
Lotus Development 1990 - 1991
Skills
C#, Java, SQL, Servers..., Video Production, Video, Business Development, Software Development, Online Marketing, Training, Strategic Partnerships, Start-ups, Lead Generation, Cloud Computing, Program Management, Linux, SQL, Big Data, Vendor Management, Java, SDLC, CRM, Integration
Education
University of California, Berkeley
Mathematics
Northeastern University
Operations Technology
JPMorgan Chase & Co. March 2015 - Present
JPMorgan Chase February 2015 - Present
Skills
Hyperion Planning, SAP R/3, Oracle Financials, French, English, American Sign Language, Planning, Budgeting, Financial Forecasting, Financial Analysis, Financial Modeling, Financial Accounting, Budgets, Financial Reporting, Risk Management, Cash Management, Managerial Finance, Project Planning, Treasury Management, Essbase, Process Improvement, Accounting, Account Reconciliation, Analysis, Corporate Finance, SAP, Portfolio Management, Asset Management, Accounts Receivable, Securities, Accounts Payable
Education
Northeastern University 2008 — 2010
MBA
University of Phoenix 2004 — 2007
Bachelor of Science
Computer and Business Institute (CBI) 1989 — 1992
BTS
Lycee des 7 Mares 1988 — 1988
Baccalaureat
College de l'Agiot
Arizona Public Services (APS) 2010 - Present
JPMorgan Chase 2005 - 2009
Qwest Communications aka Century Link 2003 - 2006
Dignity Health Chandler Regional Hospital/East Valley Regional Cancer Center 1998 - 2003
HMA Public Relations 1997 - 1998
Skills
Corporate Communications, Media Relations, Internal Communications, Public Relations, Strategic Communications, Communications Planning, Crisis Communications, Spokesperson, Message Development, Employee Engagement, Leadership, Program Management, Community Development, Customer Service, Reputation Management
Education
Northern Arizona University
BS, Public Relations
Nixon Peabody LLP June 2013 - Present
JPMorgan Chase April 2009 - June 2013
Skills
Private Equity, Finance
Education
Northeastern University 1999 — 2004
Bachelor's degree, Finance & Business Management
Harvard Management Company June 2014 - Present
Northeastern University September 2013 - May 2014
Harvard Management Company January 2013 - January 2014
GE Energy January 2012 - June 2012
JPMorgan Chase January 2011 - June 2011
Brooks School Day Camp June 2008 - August 2010
Skills
Bloomberg Terminal, Microsoft Excel, Managerial Finance, Microsoft Office, Time Management, Finance, Account Reconciliation, VPM, Murex, AIM, Teamwork, Process Improvement, Internal Audit, Oracle Applications, Business Objects, Hyperion Enterprise, Public Speaking, Data Analysis
Education
Northeastern University 2009 — 2014
B.S.B.A, Finance, Cum Laude
CFA Institute
2016 Level II Candidate in the CFA Program
London School of Economics and Political Science 2011 — 2012
Finance, Economics
Andover High School 2005 — 2009
High School Diploma
Citi September 2014 - Present
JPMorgan Chase October 2012 - August 2014
Nuance Communications January 2011 - September 2011
Wynn & Wynn, P.C. June 2010 - September 2010
Wayfair January 2010 - June 2010
Education
Northeastern University 2007 — 2012
Bachelor of Science (B.S.), Economics
Deloitte June 2015 - Present
JPMorgan November 2007 - 2015
JPMorgan Chase November 2006 - December 2009
Societe Generale Fimat April 2002 - November 2006
Skills
Series 7, Series 63, Series 79, Hedge Funds, Private Equity, Equities, Asset Management, Fund Of Funds, Prime Brokerage, Venture Capital, Alternative Investments, Family Office, Relationship Management
Education
Northeastern University 1986 — 1991
BS, History, Politics
Northeastern University 1986 — 1991
Bachelor of Science (BS), History
JPMorgan Chase August 2010 - July 2011
Thrivent Financial for Lutherans August 2009 - June 2010
Morgan & Willingham Investment Group LLC February 2008 - August 2009
Amicus Financial Advisors April 2008 - May 2009
Skills
Document Review, Due Diligence, Title Opinions, Abstracting, Title Clearing, Legal Research, Negotiation, Contract Negotiation, Legal Writing, Project Management, Leases, Management, Natural Gas, Training, Public Speaking, Energy, Oil & Gas, Energy Industry, Leadership, Team Building, Oil & Gas Industry
Education
Texas Tech University School of Law 2006 — 2009
JD, Law
Texas Tech University 2007 — 2009
Masters of Science, Personal Financial Planning
Northern Arizona University 2004 — 2006
Bachelor of Science, Pyschology
BNY Mellon November 2011 - Present
JPMorgan Chase February 2008 - November 2011
Investors Bank & Trust February 2004 - February 2008
Skills
Fund Accounting, Mutual Funds, Securities, Banking, Hedge Funds, Asset Management
Education
Northeastern University 2006 — 2010
Master of Business Administration (M.B.A.)
Regis College 1999 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, General
The Search Agency 2010 - 2011
HauteLook, Inc. June 2009 - July 2010
The Vitamin Shoppe August 2008 - February 2009
JPMorgan Chase August 2007 - December 2007
Raytheon July 2006 - May 2007
Beth Israel Hebrew School March 2006 - May 2007
IDF August 2003 - October 2005
Skills
Google Adwords, Google Analytics, Google Webmaster Tools, Search Advertising, SEM, Yahoo Search Marketing, MSN AdCenter, Mobile Search, Landing Page..., Google Website Optimizer, Microsoft Office, Excel, PowerPoint, Access, SQL, Business Intelligence, Business Analysis, Business Strategy, Business Process, Spanish, Entrepreneurship, Microsoft Excel, Strategy, Email Marketing, Facebook, Analytics, PPC, Lead Generation, Online Marketing, SEO, Web Marketing, Marketing, Advertising, Affiliate Marketing, Conversion Optimization, Web Analytics, Digital Marketing, E-commerce, Mobile Marketing, Customer Acquisition, Digital Strategy, Keyword Research, Organic Search, Mobile Advertising, Search, Online Lead Generation, SMO, Internet Strategy, Omniture, Web 2.0
Education
Northeastern University
BS, Finance, Management and Management Information Systems
PMHS
Wells Fargo June 2015 - Present
Wells Fargo August 2013 - Present
Shee Atika Languages 2007 - 2011
JPMorgan Chase January 2001 - January 2007
Sand International Trading and Marketing January 1999 - June 2001
Rafidain Bank April 1980 - March 1988
Skills
Translation, Arabic, Management, Banking, Criminal Justice, Administrative Law, Analysis, Finance
Education
Northern Arizona University 2012 — 2013
Bachelor's degree, Interdisciplinary Studies in Administration of Justice, 3.60
Paradise Valley Community College 2011 — 2012
Associate of Arts (AA), General Studies, 3.58
Paradise Valley Community College 2003 — 2006
Associate of Arts and Sciences (AAS), Middle Management, 3.47
IAEA May 2011 - Present
MACO TECH INC. July 2009 - May 2011
Mass GTUG August 2009 - April 2011
MIT Lincoln Laboratory August 2007 - July 2009
Intralinks March 2007 - August 2007
First Marblehead April 2006 - March 2007
JPMorgan Chase October 2005 - April 2006
M-Qube September 2004 - September 2005
Freelance September 2001 - September 2004
Sandy Bay Networks August 2000 - August 2001
Skills
Program Management, Project Planning, Project Management, Business Process, International Project..., Team Leadership, Product Management, Requirements Analysis, Leadership, International..., CMMI, PRINCE2, PMP, Risk Management, Nuclear, Nuclear Power Plants, Nuclear Energy, ITIL, Business Analysis, Agile Methodologies, Information Architecture, Solution Architecture, Continuous Integration, Information Security..., SDLC, Resource Management, Business Strategy, International Projects, System Integration, Design Patterns, Agile Project Management, Integration, Technology Management, International Relations, Sustainable Energy, Sustainable Development, Energy Efficiency, Renewable Energy, Energy Management
Education
Warsaw University of Technology 2014 — 2015
Postgraduate School, Nuclear Power
The Open University 2013 — 2014
Business Administration and Management - Stage 1
Northeastern University 2000 — 2002
M.S., Information Systems
JPMorgan Chase September 2006 - Present
JPMorgan 2006 - Present
Merrill Lynch September 2002 - September 2006
Credit Suisse First Boston 1999 - 2002
Bankers Trust 1991 - 1999
Skills
Credit Derivatives, Fixed Income, Trading Systems, Swaps, Derivatives, Investment Banking, Middle Office, Capital Markets, Structured Products, Credit Risk, c++, Multithreading, ATL COM, Electronic Trading, Equities, Market Data, Hedge Funds, Prime Brokerage, Trading, Risk Management, Financial Services
Education
Northeastern University
Wellington Management March 2011 - Present
JPMorgan Chase September 2009 - March 2011
Goldman Sachs January 2008 - June 2008
Goldman Sachs January 2007 - June 2007
Deutsche Bank January 2006 - June 2006
Deutsche Bank May 2005 - August 2005
Deutsche Bank June 2004 - August 2004
Deutsche Bank June 2003 - August 2003
Skills
Financial Analysis, ETFs, SOX 404, Bloomberg, Fixed Income, Derivatives, Equities, Bloomberg Terminal, Investment Banking, Valuation, Capital Markets, Hedge Funds, Equity Valuation, Corporate Finance, Options, Investments, Asset Managment, Credit Derivatives, Interest Rate...
Education
Northeastern University 2004 — 2009
Bachelors of Science, Business Administration in Finance and Management
Franklin American Mortgage Company March 2014 - Present
Bank of Canton April 2012 - February 2014
JPMorgan Chase April 1991 - May 2008
Skills
Residential Mortgages, FHA, Loans, Construction Loans, Loan Origination, Credit, Credit Analysis, First Time Home Buyers, Reverse Mortgages, Mortgage Lending, Refinance, Banking, Underwriting, USDA, Mortgage Banking, Commercial Lending, FHA financing, Government Loans, VA loans, Cross Selling, FHA Financing
Education
Northeastern University
Mirae Asset Global Investments April 2015 - Present
JPMorgan Chase May 2014 - April 2015
Brown Brothers Harriman June 2012 - April 2014
Wellington Management January 2011 - September 2011
GMO January 2010 - July 2010
John Hancock Life Insurance Company (U.S.A.) January 2009 - July 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, Omgeo Oasys, Equities, Customer Service, Investments, Securities, Mutual Funds, Options
Education
Northeastern University 2007 — 2012
BSBA, Finance, Economics
2015 Level II Candidate in the CFA Program
Crossfit Westchester July 2010 - Present
172 Grand St 2008 - Present
JPMorgan Hedge Fund Services January 2009 - June 2013
JPMorgan Hedge Fund Services July 2008 - December 2009
JPMorgan Chase July 2007 - January 2008
Boston Business Journal July 2006 - June 2007
Reebok 2004 - 2005
Skills
Management, Marketing, Team Leadership, Sales, Advertising, Forecasting, Product Development, Project Planning, Microsoft Office, Recruiting, Project Management, Banking
Education
Saint John's University 2013 — 2015
Master of Education (MEd), Special Education and Teaching, 7-12
Northeastern University 2003 — 2008
BS - Business Administration, Marketing & Finance
JPMorgan Chase & Co. November 2014 - Present
JPMorgan Chase April 2010 - November 2014
JP Morgan Chase July 2006 - April 2010
Boxcar Intl. 2007 - 2008
Citifinancial Mortgage November 2003 - June 2006
FirstUSA Bank September 1997 - November 2001
Skills
Training, Leadership, Needs Analysis, Coaching, Performance Management, Training Delivery, Talent Management, Banking, Vendor Management, Employee Training, Workshop Facilitation, Process Improvement, Instructor-led Training, Leadership Development, Risk Management, Team Building, Customer Service, Performance Consulting, Loans, Mortgage Lending, Management Development, Management, Organizational..., Recruiting, Succession Planning, Career Development, Culture Change, Instructional Design, Performance Improvement, ADDIE, Call Centers, Budgets, Learning Management, Soft Skills, CRM, HR Policies, Onboarding, Change Management
Education
Northern Arizona University 1992 — 1996
JPMorgan Chase January 2014 - Present
Walton Isaacson January 2012 - January 2014
Kapfer Group, LLC April 2006 - January 2012
Genre Magazine & Window Media LLC April 2006 - April 2009
Travel + Leisure Magazine April 2005 - September 2008
Harper's Bazaar Magazine October 2002 - April 2005
Seattle International Film Festival October 1997 - October 2002
Skills
Marketing Strategy, New Business Development, Strategic Partnerships, Strategic Communications, Mobile Devices, Social Media, Integrated Marketing, Social Media Marketing, Public Relations, Digital Marketing, Marketing Management, Business Development, New Media, Online Advertising, Marketing, Marketing Communications, Leadership, Digital Media, Strategy, Management, Advertising, Mobile Marketing, Sponsorship, Direct Marketing, Event Planning, Blogging, Publishing, Creative Direction, Budgets, Facebook, Email Marketing, Digital Strategy, SEM, Entertainment, Event Management, Strategic Planning, Fundraising, Brand Development, Social Networking, Brand Management, Project Management, Online Marketing, Corporate Communications, Copywriting, SEO, Brand Awareness, Relationship Marketing, Press Releases, Media Planning, Media Relations
Education
Northern Arizona University 1994 — 1997
Doctor
Northern Arizona University 1991 — 1993
Master of Science
University of Arizona 1983 — 1987
BS
JPMorgan Chase & Co. April 2015 - Present
JPMorgan Chase April 2014 - April 2015
PwC July 2012 - April 2014
Navigant Consulting May 2010 - July 2012
Daylight Forensic & Advisory LLC July 2007 - May 2010
Skills
Compliance, AML, Risk Assessment, Bank Secrecy Act, Due Diligence, Litigation Support, KYC, Legal Research, Fraud, Internal Controls, USA PATRIOT Act, OFAC, Forensic Accounting, Banking, Certified Fraud Examiner, Financial Risk, Private Investigations, Auditing, Anti-corruption, Governance, Financial Services, Risk Management, Anti Money Laundering
Education
Villanova University School of Law 2003 — 2006
J.D.
Northeastern University 1997 — 2002
B.S., Political Science
Institute of Public Administration - Dublin, Ireland 2001 — 2001
Brooklyn Technical High School 1993 — 1997
Touming Zhengquan dba Transparent Securities, Securities -证券, Start-up创业 July 2015 - Present
Contractor November 2010 - June 2015
Thomas Comprehensive Counseling Associates February 2008 - April 2010
JPMorgan Chase January 2000 - November 2007
Eustis Mortgage Corp May 1999 - December 1999
Essential Mortgage Co January 1999 - May 1999
Wells Fargo June 1996 - August 1998
First Republic Mortgage Corp April 1996 - June 1996
Don Richard Associates/Interim Financial Solutions November 1992 - June 1996
Skills
Risk Management, Credit Risk, Finance, Underwriting, Financial Analysis, Due Diligence, Banking, Credit Management, Financial Statements, Residential Mortgages, Credit, New Business Development, Asset Backed Portfolio..., Risk Based Pricing, Private Banking, Financial Reporting, Wealth Management, Business Strategy, Strategic Financial..., Internal Controls, Internal Audit, Internal Control..., Financial Accounting, Financial Audits, Marketing Strategy, Market Research, Sarbanes-Oxley, Dodd-Frank, IFRS, Analysis, Principals of Finance, Residential Mortgage..., Credit Analysis and..., GAAP, Mark to Market, Investor Relations, Actual Actual,..., Security Sales and...
Education
Northeastern University 2012 — 2016
Finance and Accounting Mgmnt - D'Amore - McKim School of Business
Credit Suisse 2014 — 2014
Corporate Valuation, Finished in the Top 15% of participants Internationally
S & P IQ
Finance and Financial Management Services
JPMorgan Chase September 2010 - September 2013
JP Morgan May 2006 - September 2010
JPMorgan Chase July 2004 - May 2006
J.P. Morgan May 2000 - July 2004
Skills
Banking, SDLC, Unix, IT Management, Enterprise Architecture, Quality Assurance, Business Analysis, Software Project..., Integration, SOA, Team Building, Requirements Analysis, Oracle, Visio, Java Enterprise Edition, EAI, Vendor Management, Business Continuity, Project Management, Requirements Gathering, Disaster Recovery, Agile Methodologies, Program Management, IT Strategy, SQL, Databases, Enterprise Software, Java, Software Documentation, Software Development, XML, Web Services, Process Improvement
Education
Northeastern University 1987 — 1992
Assoc, MIS
JPMorgan Chase September 2005 - Present
Abercrombie and Fitch March 1999 - June 2005
Kayon Corporation May 1998 - March 1999
Davis Advertising February 1997 - May 1998
IPG: Campbell Ewald January 1996 - January 1997
IPG: Long Haymes Carr Advertising and Public Relations May 1994 - January 1996
Point to Point March 1993 - May 1994
J Walter Thompson August 1992 - March 1993
Account Coordinator and Intern January 1991 - August 1992
Skills
Account Management, Strategic Planning, Direct Marketing, Integrated Marketing, Email Marketing, Digital Marketing, Online Advertising, Digital Strategy, Mobile Marketing, Web Analytics, Direct Mail
Education
Northeastern University 1989 — 1992
Bachelor of Arts (B.A.), marketing + advertising
University of Toledo 1988 — 1989
Bachelor in Business/Marketing Communication, Marketing, Business and Public Relations
JP Morgan Chase September 2001 - Present
JPMorgan Chase 2001 - Present
Scient September 1999 - June 2001
Internet Security Advantages Inc. June 1998 - August 1999
RSA Security July 1996 - July 1998
Cambridge Technology Partners October 1991 - June 1996
Education
Northeastern University 1988 — 1992
MS Computer Science, Engineering Software Design
Dell Services January 2012 - Present
Bank of America September 2009 - May 2011
Citizens Bank 2011 - 2011
Blue Cross Blue Shield Rhode Island July 2009 - October 2009
JPMorgan Chase April 2005 - December 2005
FleetBank Financial January 1998 - 2004
Skills
Change Management, Coaching, Training & Development, Program Management, SDLC, Process Improvement, Integration, Project Management, Management, Leadership, Agile Methodologies, Team Building, Management Consulting, Team Leadership, Business Process, Business Analysis, Project Planning, Recruiting, Organizational..., Leadership Development, Customer Service, Executive Coaching, Risk Management
Education
New York University
Master of Arts (MA)
Northeastern University
University of Massachusetts, Amherst
Ed.D, Administration
Signature Consultants August 2014 - Present
JPMorgan Chase December 1999 - October 2013
JPMorgan Chase November 1997 - November 1999
JPMorgan Chase May 1994 - November 1997
Skills
Business Analysis, Requirements Analysis, Troubleshooting, Crystal Reports, Mutual Funds, Computer Hardware, Operations Management, Financial Services, Process Improvement, Disaster Recovery, Risk Management, IT Strategy, Project Management, Requirements Gathering, Program Management, Visio, IT Management, SharePoint
Education
Northeastern University 1988 — 1993
B.S., Business Administration
Shrewsbury HIgh School 1983 — 1988
Wells Fargo Home Mortgage October 2012 - Present
Wells Fargo Home Mortgage December 2010 - October 2012
Interstate Financial Group October 2008 - October 2010
GMAC ResCap November 2005 - May 2007
JPMorgan Chase March 2002 - September 2005
Bank One October 1999 - September 2001
Fidelity Investments February 1990 - June 1998
Skills
Credit, Mortgage Lending, Mortgage Banking, Relationship Management, Loans, Refinance, Banking, Business Development, Leadership, Process Improvement, Loan Origination, Strategy, Management, Sales, Financial Services, Call Centers
Education
Northeastern University 1995 — 1997
MBA, Management
Ameriprise Financial Services, Inc. September 2013 - Present
Workers Ownership Resource Center May 2013 - Present
Tioga State Bank August 2010 - May 2013
First Marblehead March 2007 - July 2010
TD Bank 2006 - 2007
NBT Bank April 2005 - July 2006
JPMorgan Chase August 2004 - November 2004
JP Morgan April 2001 - August 2004
JP Morgan Chase 1999 - 2004
Skills
Risk Management, Internal Audit, Project Management, CRM, Budgets, Management, Training, Process Improvement, Leadership, Credit, Customer Service, Business Development, Team Leadership, Project Planning, Sales, Human Resources, Access, Marketing Strategy, Vendor Management, Entrepreneurship, Business Analysis, Analysis
Education
Northeastern University 2008 — 2010
Masters of Leadership-in progress
University of Delaware 1999 — 2004
Bachelors, Psychology
Waverly
Waverly
State Street January 2011 - September 2012
JPMorgan Chase July 2006 - April 2010
Brown Brothers Harriman April 2006 - July 2006
Citizens Bank June 2005 - January 2006
FX Trading January 2004 - March 2004
Banana Republic / Gap Inc. October 2003 - December 2003
Skills
Finance, Investments, Fixed Income, Risk Management, Bloomberg, Equities, Fund Accounting, Corporate Actions, Portfolio Management, Manage Client..., Market Research, Pricing, Corporate Finance, Market Data, Mutual Funds, Hyperion Enterprise, Hyperion Reports, SAP, Essbase, Oracle Applications, Microsoft Excel, MS Excel Pivot Tables, US GAAP, OFAC, SOX Compliancy, Rumba, Access Database
Education
Northeastern University 1998 — 2003
Bachelor of Business Science, Double Major in Finance and Management Information Systems
Mariner Investment Group April 2013 - Present
Concordia Advisors March 2008 - April 2013
Bear Stearns April 2007 - November 2007
WestLB September 2005 - March 2007
JPMorgan Chase October 2002 - September 2005
JPMorgan Chase October 2000 - October 2002
Education
Northeastern University
Bachelor of Science, Finance and International Business
NextEra Energy Resources July 2015 - Present
NextEra Energy Resources February 2012 - Present
Schafer Corporation March 2009 - February 2012
JPMorgan Chase November 1999 - February 2008
JPMorgan Chase November 1999 - January 2007
Corning Life Sciences March 1998 - September 1999
Putnam Investments June 1997 - December 1997
MCPHS August 1987 - March 1997
Skills
VMware, VoIP, SharePoint, Active Directory, Firewalls, SQL Server, Deltek, MS Office Suite, LAN/WAN, PBX, Project Management, SAN, Remote Access Solutions, VPN, SSL VPN, Microsoft Exchange, Trading Floor Support, Asset Management, Strategic Planning, Client Services, Vendor Management, Financial Management, Personnel Leadership, Client Service, Servers, Hardware, Operating Systems, Switches, Disaster Recovery, Integration, Security, Data Center, IT Service Management, IT Strategy, Documentation, IT Operations, Virtualization, IT Management, Team Building, Business Continuity, Troubleshooting, Team Leadership, DNS, Network Administration, Deployment, Mentoring, Windows Server, Cloud Computing, Problem Solving, Customer Relations
Education
Northeastern University 2000 — 2000
Certificate, Computer Network Services
Tufts University 1981 — 1986
BA, Sociology and Anthropology
Wells Fargo Bank February 2013 - Present
Wells Fargo Bank March 2010 - February 2013
JPMorgan Chase September 2000 - March 2010
J.P. Morgan September 2000 - March 2010
JPMorgan Chase May 2006 - May 2008
JPMorgan Chase April 2004 - May 2006
JPMorgan Chase July 2002 - April 2004
JPMorgan Chase September 2000 - July 2002
Wells Fargo Bank May 1997 - August 2000
Wells Fargo Bank April 1993 - May 1997
Skills
Banking, Financial Risk, Risk Management, Retail Banking, Credit, Credit Risk, Operational Risk, Credit Cards, Process Improvement, Loans, Call Center, Credit Analysis, Operational Risk..., Vendor Management, Commercial Banking, Portfolio Management, Financial Analysis, Underwriting, Operations Management, Management, Budgets, Business Process..., Business Requirements, Call Centers, Change Management, Consumer Lending, Fraud, Leadership, Loss Mitigation, Small Business Lending
Education
Northeastern University 1987 — 1990
Bachelor of Science (B.S.), Business Administration and Management, General
Northeastern University 1987 — 1990
Bachelor of Science (B.S.), Business Administration and Management, General
Northeastern University
Bachelor of Science, Business Administration
Mechanics Bank August 2015 - Present
JPMorgan Chase April 2013 - August 2015
Wells Fargo January 2008 - April 2013
Wells Fargo January 2006 - January 2008
RR Donnelley June 2005 - December 2005
Andresen Graphic Services October 2004 - June 2005
Boro Graphic Technologies November 1990 - September 2004
Skills
Banking, Loans, Financial Services, Wealth Management, Investment Management, Credit, Private Banking, Investment Strategies, High Net Worth..., Asset Managment, Credit Analysis, Wealth Management..., Commercial Lending, Experienced at..., Skilled at analyzing..., Treasury Management, Asset Management, Finance
Education
Wells Fargo Private Banking University 2012 — 2013
Complex Credit Analysis
Northeastern University
Bachelor's Degree, Finance, General
Wells Fargo Business Banking Credit Analysis
Credit Analysis
JPMorgan Chase December 2011 - Present
State Street February 2008 - September 2008
JP Morgan & Chase 2000 - 2008
Investors Bank & Trust 1997 - 2000
Skills
Fund Accounting, Administration, Mutual Funds, Bloomberg, Financial Analysis, Corporate Actions, Due Diligence, Equities, Asset Management, Fixed Income, Hedge Funds, Alternative Investments, Accounting, Excel, Private Equity, Securities, Asset Managment, Derivatives, Financial Services, Fund Administration, Investments, Risk Management
Education
Northeastern University 1992 — 1997
BS, International Business / Finance
Citi March 2014 - Present
TD April 2013 - March 2014
JPMorgan Chase March 2010 - April 2013
JPMorgan Chase March 2008 - March 2010
Wells Fargo January 2003 - March 2008
Merrill Lynch 2001 - 2003
Skills
Banking, Process Improvement, Business Analysis, Risk Management, Customer Service, Financial Analysis, SAS programming, SQL, Business Process, Program Management, Strategy, Sales, Analysis, Credit Risk, Finance, Financial Services, Management, Portfolio Management, Vendor Management
Education
Northeastern University
Bachelor of Science (B.S.), Business Administration and Management, General
Liberty Mutual Insurance 2011 - Present
The Dimock Center 2014 - 2015
The Dimock Center 2014 - 2015
Financial Linx 2010 - 2011
JPMorgan Chase 2000 - 2009
Skills
Talent Acquisition, Applicant Tracking..., College Recruiting, Human Resources, Process Improvement, Vendor Management, Employee Relations, Onboarding, PeopleSoft, Recruiting, Internet Recruiting, Building Relationships, Business Process..., Technical Recruiting, Cold Calling, Software Documentation, Career Development, HR Policies, Staffing Services, Financial Services, Talent Management, Account Management, Organizational Design, Employee Benefits, Requirements Gathering, Resource Management, Strategic Planning, Interviews, Business Requirements, Consulting, Management, Screening Resumes, Organizational..., Performance Management, Contract Recruitment, Succession Planning, Workforce Planning, HR Consulting, Organizational..., Taleo, Training, Business Analysis, Analysis, Executive Search, Employee Engagement, Program Management, Strategic Sourcing, HRIS, Resume Writing, Strategy
Education
Northeastern University 1987 — 1992
Bachelor's Degree
Cheshire High School
JPMorgan Chase January 2009 - Present
JPMorgan January 2006 - January 2009
JPMorgan Chase January 2005 - January 2006
Skills
Corporate Actions, Hedge Funds, Fund Accounting, Mutual Funds, Bloomberg, Fixed Income, Equities
Education
Northeastern University 1995 — 1996
JPMorgan Chase September 2005 - August 2010
JPMorgan Chase May 2001 - September 2005
JPMorgan Chase August 2000 - May 2001
JP Morgan Investor Services November 1998 - August 2000
JP Morgan Chase June 1997 - November 1998
Skills
Financial Modeling, Mutual Funds, Fund Administration, Fixed Income, Business Process, Testing, Middle Office, Fund Accounting, Derivatives, Portfolio Management, Capital Markets, Financial Services, Internal Audit, Risk Management, Corporate Actions, Asset Management, Process Improvement, Banking, Equities, Accruals, Investments, Account Reconciliation, Bloomberg, Securities, Business Analysis, Valuation, Financial Analysis, Project Management, Insurance, Hedge Funds, Vendor Management, SDLC
Education
Northeastern University 1985 — 1990
Bachelor's degree, Finance, General
Credit Suisse June 2014 - December 2014
JPMorgan Chase July 2006 - March 2014
Deutsche Bank August 2003 - July 2006
Signature Bank November 2000 - August 2003
Citi January 1999 - November 2000
TD June 1994 - January 1999
Skills
Securities, Equities, Sales Operations, Portfolio Management, Series 7, Fixed Income, Derivatives, Middle Office, Hedge Funds, Trading Systems, Capital Markets, Series 63, Investments, Bloomberg, Management, Financial Services, Equity Derivatives, Investment Banking, Trading, Finance, Credit, Credit Derivatives, Banking, Financial Risk
Education
Northeastern University 1988 — 1993
Bachelor's Degree, Finance
JPMorgan Chase February 2007 - Present
JP Morgan Chase July 1996 - Present
Skills
Hedge Funds, Private Equity, Operational Risk..., Risk Management, Portfolio Management, Financial Risk, Due Diligence, Equities, Derivatives, Internal Controls, Auditing, Mergers & Acquisitions, Investments, Valuation, Internal Audit, Trading, Mutual Funds, Fund Accounting
Education
Northeastern University 1988 — 1993
Bachelor of Science
JPMorgan Chase January 2000 - Present
Education
Northeastern University 1986 — 1991
JPMorgan Chase February 2012 - Present
JPMorgan Chase February 2009 - February 2012
Chase Home Mortgage September 2007 - January 2009
Skills
Short Sales, Mortgage Banking, Credit, FHA, Residential Mortgages, Refinance, Credit Analysis, FHA financing, VA loans, USDA, Consumer Lending, Commercial Lending, Investment Properties, Building Relationships, Customer Experience, Customer Retention, Creative Problem Solving, Sales, Internal Controls, Compliance, Process Optimization, Risk Management, Coaching, Team Building, Increase Productivity
Education
Northeastern University 1990 — 1996
JPMorgan Chase December 2011 - Present
Skills
Banking, Finance, Customer Service, Portfolio Management, Recruiting, Sales, Management, Account Management, Sales Process, Financial Analysis, Business Development, Sales Management, Problem Solving, Sales Presentations, Series 6, Life Insurance, Outside Sales, Acting, Theatre, Goal Oriented, Corporate Social..., Cold Calling, Strategic Prospecting, Customer Retention, Pipeline Management, SharePoint, Commercial Banking, Commercial Lending, Automotive Sales..., Automotive Finance, Presentation Development, CRM, Leadership, Training, Marketing, Risk Management, Customer Satisfaction
Education
Syracuse University - Martin J. Whitman School of Management 2015 — 2017
Master of Business Administration (MBA), Entrepreneurship, Finance, and Accounting
Northern Arizona University 2000 — 2005
B.S., Theatre Studies
Sunnyslope High School 1996 — 2000
JPMorgan Chase Assistant DirectorState Street BankJanuary 2011 - Present
JP Morgan Chase 2005 - Present
Skills
Business Analysis, Series 6, Mortgage Servicing, Loss Mitigation, Series 63, Mortgage Banking, Fund Accounting, Loan Servicing, Credit, Loans, Series 7, Mortgage Lending, Credit Cards, Consumer Lending, Middle Office, Financial Services, Securities, Loan Origination
Education
Northeastern University
JPMorgan Chase June 2014 - Present
JP Morgan Chase October 2010 - May 2014
Pride Technologies November 2009 - October 2010
BNP Media May 2009 - November 2009
BNP Media September 2007 - May 2009
Xtreme Internet November 2003 - June 2006
Skills
Ruby on Rails, Databases, AJAX, jQuery, Git, Vim, Photoshop, SQL, CSS, Linux, Web Development, Web Design, HTML, JavaScript, Awesomeness, General Awesomeness, Web Applications, Test Driven Development, Software Development, Agile Methodologies, Apache
Education
Northeastern State University 2000 — 2006
BS, Computer Science
Southwest Airlines October 2014 - Present
Bank of Arizona June 2013 - September 2014
Grey Area Consulting August 2009 - April 2013
Fabrique Window Coverings October 2009 - July 2012
Gap Inc. May 2007 - September 2009
Starbucks Coffee Company February 2005 - January 2007
JPMorgan Chase July 2003 - January 2005
Skills
Customer Service, Retail, Leadership, Sales, Microsoft Excel, Microsoft Office, Retail Sales, Social Media, PowerPoint, Facebook, Time Management, Social Networking, Critical Thinking, Public Speaking, Microsoft Word, Event Planning, Customer Satisfaction, OS X, Project Management, Music
Education
Northern Arizona University 2005 — 2010
Music Education, Vocal Performance
Ironwood High School 1999 — 2003
JPMorgan Chase Bank, N.A. Property ManagerPrivate Real Estate Trust1988 - 2011
JPMorgan Chase 2001 - 2002
Tibersoft 2000 - 2001
Mothernature.com 1999 - 2000
Northmeadow Health and Racquet Club, Inc. 1988 - 1999
Education
Northeastern University 1986 — 1999
Bachelor of Business Administration (B.B.A.), Accounting
Lexington High School 1981 — 1985
BlackRock July 2014 - Present
JPMorgan Chase April 2007 - June 2014
Skills
Investment Banking, Financial Analysis, Derivatives, Fixed Income, Project Management, Risk Management, Equities, Mutual Funds, Requirements Analysis, SDLC, Software Project..., Business Analysis
Education
Northeastern University 2001 — 2006
Bachelor's Degree, Business Administration; Concentrations in MIS and Accounting
Hearst October 2014 - Present
JPMorgan Chase October 2002 - September 2014
Nomura Securities International, Inc. July 1996 - October 2002
Mitsui USA 1994 - 1996
Mercer Human Resource Consulting 1989 - 1989
Skills
Deferred Compensation, Human Resources, Management, Succession Planning, HRIS, Performance Management, Talent Management, PeopleSoft, Workforce Planning, Employee Engagement, Talent Acquisition, Employee Relations, Benefits Administration, HR Policies, Incentive Programs
Education
Northeastern University 1988 — 1993
BS, Business Management
St. Francis Preparatory High School 1984 — 1988
High School Diploma, General Studies
Immaculate Conception School
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase January 2011 - September 2015
JPMorgan Chase & Co. June 2007 - January 2011
JPMorgan Chase & Co. May 2007 - January 2011
JPMorgan Chase & Co. January 2004 - June 2005
Edward Jones January 2003 - January 2004
U.S. Air Force June 1992 - June 1998
Skills
Banking, Credit, Loans, Mortgage Lending, Commercial Banking, Credit Analysis, Retail Banking, Portfolio Management, Mortgage Banking, Relationship Management, Commercial Lending, Small Business Lending, Consumer Lending, Credit Risk, Fixed Income, Cross Selling, Private Banking
Education
Northeastern State University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
USAA 2015 - Present
Citi July 2014 - March 2015
Wells Fargo Home Mortgage February 2013 - April 2014
PROMONTORY FINANCIAL GROUP/SEG 2011 - 2013
JPMorgan Chase 2009 - 2011
Option One Mortgage 2006 - 2008
First Meridian Mortgage Corporation 2003 - 2006
Magnum Trust Bank 1997 - 2001
Skills
Small Business Lending, Commercial Lending, Banking, Credit, Commercial Banking, Loans, Credit Cards, Retail Banking, SBA, Portfolio Management, Credit Analysis, Relationship Management, Consumer Lending, Lines Of Credit, Asset Based Lending, Mortgage Banking, Credit Risk, Loan Origination, Underwriting
Education
Northeastern University 2012 — 2014
Master of Business Administration (M.B.A.), Corporate Finance and International Business, 3.0
University of Ilorin 1995 — 1999
Bachelor of Science (BS), Business Psychology
Tulsa Community College March 2011 - Present
Walmart December 2009 - October 2012
City of Garland January 2007 - February 2009
Investway.Com April 2006 - May 2007
JPMorgan Chase December 1998 - February 2006
Skills
Access, Microsoft Excel, Outlook, Microsoft Office, Research, PowerPoint, Customer Service, Microsoft Word, Public Speaking, Training, Project Management, Management
Education
Oklahoma State University 1990 — 1995
Teacher Certification, Social Studies/Spanish
Northeastern State University 1985 — 1988
BS/BA, Cr Justice/Sociology
University of Illinois at Chicago September 2015 - Present
JPMorgan Chase June 2008 - September 2012
JPMorgan Chase October 2007 - May 2008
JPMorgan Chase February 2007 - September 2007
JPMorgan Chase July 2006 - February 2007
Skills
Derivatives
Education
University of Illinois at Chicago (UIC) - Liautaud Graduate School of Business 2015 — 2016
Master of Business Administration (M.B.A.)
Northeastern University 2002 — 2006
B.S., Finance & Economics, Marketing
JPMorgan Chase July 2008 - July 2009
Wellington Management January 2007 - June 2007
Wellington Management January 2006 - July 2006
Education
Northeastern University 2003 — 2008
Business, Finance
Keller Williams September 2015 - Present
Berry Real Estate May 2014 - Present
radius financial group inc. July 2011 - February 2014
Spillane Consulting Associates January 2000 - August 2011
Taylor, Bean & Whitaker August 2004 - August 2009
JPMorgan Chase 2002 - 2004
washington mutual bank 1998 - 2000
First Union National Bank 1994 - 1997
Skills
Credit, Home Equity Lines of..., Loan Origination, VA loans, Residential Mortgages, FHA financing, Real Estate, Mortgage Lending, Residential Homes, FHA, USDA, Banking, Real Estate Financing, First Time Home Buyers, Sales, Relationship Management, Government Loans, Retail Banking, Mortgage Servicing, 203K, Real Estate Transactions, Condos, Lines Of Credit, Home Equity, Loans, FHA Financing, VA Loans
Education
Northeastern University 1988 — 1993
Bachelors, Finance
State Street September 2011 - Present
Millennium Pharmaceuticals July 2010 - October 2010
JPMorgan Chase November 2004 - April 2010
BDO Seidman, LLP January 2003 - July 2004
Education
Northeastern University 1998 — 2003
BS, Business (Accounting)
Harvard Museum of Natural History April 2010 - Present
JPMorgan Chase 2008 - 2010
Skills
Bloomberg, Financial Analysis, Microsoft Excel
Education
Northeastern University 2003 — 2008
Bachelors, Economics
DCP Midstream September 2015 - Present
DCP Midstream January 2013 - Present
Enterprise Products January 2011 - December 2012
Enterprise Products October 2009 - December 2010
Enterprise Products October 2008 - October 2009
JPMorgan Chase June 2007 - October 2008
Bank of America June 2004 - June 2007
Skills
Forecasting, Management, Energy, Pipelines, Analysis, Accounting, Negotiation, Process Scheduler, Customer Service, Financial Analysis, Banking, Marketing, Natural Gas, Risk Management, Contract Management, Contract Negotiation, Financial Modeling, Credit, Account Reconciliation, Finance, Petroleum, Budgets, Operations Management, Downstream Oil & Gas, Trading, Logistics, Due Diligence, Energy Industry
Education
Northeastern University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
University of Houston-Clear Lake 2000 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
JPMorgan Chase April 2006 - Present
Wang & associates 1980 - 1991
Wang & associates 1980 - 1991
Wang & associates 1980 - 1991
Skills
Networking, Disaster Recovery, Data Center, ITIL, Active Directory, Cisco Technologies, Vendor Management, VMware, Windows Server, Visio, Servers, Unix
Education
Northeastern University
University of Massachusetts Lowell
Bracebridge Capital, LLC July 2012 - Present
JPMorgan Chase July 2010 - July 2012
Wellington Management July 2009 - December 2009
Back Bay Financial Group May 2006 - August 2008
United States Department of Defense January 2008 - June 2008
Education
Northeastern University 2005 — 2010
BS, Finance, Minor Economics
Universidad Pontificia Comillas 2008 — 2009
Somerset Group of New Jersey May 2010 - Present
Verizon Wireless June 2004 - February 2010
JPMorgan Chase 1998 - 2003
PaineWebber 1989 - 1996
AT*T 1983 - 1989
Education
new brunswick 1967 — 1973
Northeastern University 1967 — 1971
B.A., Biology
New Brunswick High School 1964 — 1967
EY September 2013 - Present
Deloitte Tax LLP April 2008 - September 2013
JPMorgan Chase 1994 - 2008
Putnam Investments 1988 - 1994
Skills
Tax, Tax Accounting, Regulated Investment...
Education
Northeastern University
Bachelors, Accounting
Suffolk University - Sawyer Business School
MST, Taxation
Boston Medical Center August 2013 - Present
Brown Brothers Harriman August 2011 - March 2013
JPMorgan Chase December 2009 - July 2011
Wellington Management June 2007 - December 2007
Northeastern News August 2005 - July 2007
Council for International Education Exchange January 2006 - July 2006
Skills
Fund Accounting, Bloomberg, Accounting, Financial Analysis, Financial Modeling, Mutual Funds, Corporate Actions, Hedge Funds, Fixed Income, Microsoft Excel, Financial Reporting, Derivatives, Account Reconciliation
Education
Northeastern University
Bachelor of Science, Business Administration; Finance & Entrepreneurship
Resources Global Professionals January 2013 - Present
Bank of New York Mellon December 2010 - December 2011
JPMorgan Chase January 2005 - August 2009
State Street Bank July 2001 - April 2004
United Asset Management November 1999 - May 2001
John Hancock Financial Services October 1997 - October 1999
Chase Global Funds Services Company May 1992 - October 1997
Boston Company Asset Management May 1990 - May 1992
Skills
Finance, Account Reconciliation, Financial Services, Risk Management, Derivatives, Valuation, Corporate Actions, Investment Management, Back Office, Budgets, Banking, Financial Reporting, Fund Administration, Fund Accounting, Strategy, Financial Statements, Accounts Payable, Accounts Receivable, Bloomberg, Futures, Dividends, Analysis, Internal Controls, Portfolio Management
Education
Northeastern University 1984 — 1989
Bachelor of Science, Business Administration
Northeastern University 1984 — 1989
Bachelor's degree, Marketing/Marketing Management, General
American Express April 2015 - Present
JPMorgan Chase & Co. May 2014 - March 2015
PayPal January 2011 - January 2013
JPMorgan Chase July 2008 - September 2010
JP Morgan Chase March 2006 - July 2008
Discover Financial Services October 2002 - March 2006
Skills
Credit, Credit Cards, Banking, Risk Management, Call Center, Debit Cards, Financial Risk, Loans, Fraud, Customer Service, Process Improvement, Leadership, Training, Call Centers, Management, Software Documentation
Education
Northern Arizona University 1992 — 1994
Biology
Carrington College 1990 — 1991
Certified Dental Assistant
Wells Fargo Private Mortgage Banking June 2010 - Present
JPMorgan Chase February 2005 - July 2010
Education
Northeastern University 1977 — 1981
BS, Business / Marketing
Greenfield Partners, LLC October 2014 - Present
Chilton Investment Company March 2012 - September 2014
JPMorgan Chase July 2011 - February 2012
Willis February 2010 - July 2010
MFS Investment Management July 2008 - January 2009
Education
Northeastern University 2006 — 2011
Bachelor of Science in International Busines, International Business, Finance, and Spanish, 3.411
Universidad Pontificia Comillas 2009 — 2010
Ciencias Empresariales Internacionales, International Business
Cantor Fitzgerald June 2014 - Present
Avatar Securities, LLC August 2013 - May 2014
Hsbc October 2004 - April 2012
JPMorgan Chase 1999 - 2004
Bloomberg LP September 1998 - August 1999
Skills
Interest Rate..., FX Options, Fixed Income, Structured Products, Derivatives, Trading, Emerging Markets, Swaps, Intrest Rates Swaps, CDS, Fixed Income Trading, Credit, Credit Derivatives, Correlation Trading, Quantitative Finance, Valuation, Portfolio Management, Bloomberg Terminal, Investments, Financial Risk, Bonds, Rates, Credit Risk, Options, Bloomberg, Hedging, Hedge Funds, Capital Markets, Trading Systems, Market Risk
Education
Northeastern University 1993 — 1998
Ph.D., Physics
Northeastern University 1990 — 1993
Master of Science (MS), Physics
University of Lodz 1986 — 1990
Bachelor of Science (B.S.), Physics
XXXI High School of Lodz 1982 — 1986
BNY Mellon July 2014 - Present
JPMorgan Chase November 2004 - July 2014
Skills
Account Management, Mutual Funds, Hedge Funds, Private Equity, Investments, Alternative Investments, Compliance, Project Management, Team Building, Banking, Financial Analysis, Risk Management, Strategic Financial...
Education
Northeastern University 2004 — 2005
Graduate Certificate, Financial Markets and Institutions
University of Massachusetts, Amherst 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance and Operations Management
Fragomen, Del Rey, Bernsen & Loewy November 2013 - Present
PVH September 2013 - November 2013
PwC April 2012 - April 2013
PwC February 2011 - April 2012
JPMorgan Chase January 2010 - May 2010
Northeastern University: Residential Life January 2009 - December 2009
Northeastern University: Residential Life November 2008 - December 2009
Rothstein Kass January 2008 - June 2008
Northeastern University: Snell Library September 2006 - August 2007
Skills
Auditing, Microsoft Excel, Data Analysis, Spreadsheets, Reporting Systems, Data Validation, Reporting & Analysis, Business Objects, Databases, Access, PowerPoint, Ad Hoc Reporting, Microsoft Word, Financial Services, Account Reconciliation, SQL, JavaScript, Lotus Notes, HTML, Outlook, Management, CRM, Leadership
Education
Northeastern University 2006 — 2009
Bachelor of Science, Business Administration; Accounting and Finance
JPMorgan Chase May 2012 - Present
Office of Thrift Supervision January 2011 - June 2011
Skills
Loans, Loan Servicing, High Yield Loan Trading, Financial Accounting, Microsoft Office, Microsoft Excel, Communication
Education
Northeastern University 2008 — 2011
BS in Business Administration, Finance
Penn State University 2006 — 2008
Finance
JPMorgan Chase October 2012 - Present
JPMorgan Chase June 2012 - October 2012
JPMorgan Chase January 2011 - July 2011
John Hancock Financial Services January 2010 - July 2010
EF Education First January 2009 - June 2009
Education
Northeastern University 2007 — 2012
Global Employment Solutions April 2012 - Present
Gulf International Bank 2015 - 2015
OK Production January 2012 - July 2012
Markit June 2008 - October 2011
JPMorgan Chase November 2007 - December 2007
Quintessentially at The London February 2007 - September 2007
St. Regis Hotel, Starwood Hotels and Resorts December 2006 - February 2007
The Modern at The MoMA, USHG August 2005 - December 2006
CareerBuilder.com April 2002 - August 2005
Four Seasons Hotels and Resorts August 1998 - February 2002
Skills
Customer Service, New Business Development, Sales, Account Management, Microsoft Word, Translation, Intuitive Management, Hospitality Management, PowerPoint, Outlook Express, Microsoft Excel, Mac OS, Project Management, Public Relations, Relationship Management, Event Management, Marketing, Contract Negotiation, Crisis Communications, Hospitality, Management, Hotels, Process Scheduler, Social Networking, English, Retail
Education
Hunter College
Certificate for Translation and Interpretation, English To Spanish
New York University, School of Continuing Education
Certificate Program for French Studies
Northeastern University
Communications and Minor in Music
TraceLink December 2014 - April 2015
JPMorganChase September 2008 - December 2011
JPMorgan Chase 2005 - 2008
JPMorgan Chase 2002 - 2005
Skills
Global Cash Management, Disaster Recovery, Treasury Services, Strategic Planning, Banking, Financial Services, Management, Project Management, Vendor Management, Relationship Management, Treasury, SDLC, ACH, IT Management, Technical Support, SWIFT messaging, Banking Relationships, SWIFT payments, Business Analysis, Software Documentation, Process Improvement, Cash Management, IT Strategy, Integration, Payments, Leadership, CRM, Risk Management, Team Leadership, Treasury Management
Education
Northeastern University
Bachelor of Science (BS), Liberal Arts and Sciences/Liberal Studies
Charles River Development August 2014 - Present
JPMorgan Chase May 2012 - August 2014
BNY Mellon January 2008 - May 2012
BNY Mellon January 2005 - January 2008
Skills
Databases, Manage Client..., FTP, Microsoft SQL Server, Advantage Database..., Oracle SQL Developer, Client Relations Skills, Database Administration, SQL Server Management..., XML Schema, XML, SSRS, SQL, Client Relations, VBScript, Management, CRM
Education
Northeastern University 2005 — 2007
Graduate Certificate, Geographic Information Science and Cartography
State University of New York College at Cortland 1995 — 1999
BS, Geographic Information Science and Cartography
Souhegan High School
JPMorgan Chase January 2008 - Present
Skills
Banking, Sales Management, Customer Service, Sales, Leadership, Credit, Strategic Planning, Team Building, Loans, Marketing
Education
Northeastern State University
Bachelor of Business Administration (B.B.A.), Finance, General
WPX Energy January 2012 - Present
Williams November 2006 - December 2011
JPMorgan Chase August 2003 - October 2006
Skills
Qualified Retirement..., Nonqualified Retirement..., Benefits Administration, Written & Oral..., Management, Trust Services
Education
Northeastern State University 1985 — 1988
Bachelor of Science (B.S.), Finance, General
JPMorgan Chase July 2014 - Present
State Street Bank August 2013 - July 2014
State Street Bank July 2012 - August 2013
Partners HealthCare January 2010 - June 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, PeopleSoft
Education
Northeastern University 2007 — 2012
Bachelor of Science (B.S.), Accounting and Finance