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.
JPMorgan Chase Salaries. You can even request information on how much does JPMorgan Chase pay if you want to. Learn about salaries, pros and cons of working for JPMorgan Chase directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
56,697 JPMorgan Chase employees in database. Find out everything there's to know about JPMorgan Chase employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
JPMorgan Chase Employees
Deutsche Bank July 2015 - Present
Deutsche Bank January 2014 - June 2015
Deutsche Bank November 2012 - December 2013
Deutsche Bank January 2005 - October 2012
JPMorgan Chase March 1997 - December 2004
Skills
Business Profitability, P&L Management, Planning Budgeting &..., Strategic Planning, Corporate Governance, Regulatory Requirements, Regulatory Compliance, Operations Management, Financial Operations, Compensation Planning, Financial Analysis, Expense Management, Financial Reporting, Personnel Management, Hedge Funds, Private Equity, Real Estate Private..., Portfolio Management, Investment Banking, Fixed Income, Finance, Strategy, Financial Services, Analysis, Asset Management
Education
Pace University - Lubin School of Business 2000 — 2004
Master of Business Administration (MBA), Finance and Financial Management Services, Graduated Cum Laude
University of Tennessee-Knoxville 1991 — 1995
Bachelor's degree, Graduated Cum Laude
Hearts Ablaze Ministry LLC April 2010 - Present
Hearts of Fire Ministry - House of Refuge Inc January 2009 - Present
Citigroup April 2006 - December 2008
TD Waterhouse November 2000 - April 2006
DTCC April 1987 - November 2000
JPMorgan Chase August 1986 - April 1987
Merrill Lynch August 1983 - August 1986
Christ the King High School September 1981 - July 1983
St Joseph's High School September 1980 - July 1981
Goed Fortuin School September 1973 - July 1977
Skills
CISA, IT Audit, Risk Management, Information Security, Risk Assessment, Information Security..., Financial Risk, Business Continuity, Enterprise Risk..., Vendor Management, Governance, Information Technology, Strategic Planning, Internal Audit, Disaster Recovery, Leadership Development, Security, Executive Management, Leadership, Program Management, Auditing, Organizational..., Business Process..., Training, Management Consulting, Management, Small Business, Public Speaking, Teaching
Education
Pace University - Lubin School of Business 1985 — 1990
BBA, Accounting & Taxation
Lillian Dewar Teachers' College 1977 — 1980
Cerification/High School Teaching, English & Spanish
J.P. Morgan July 2013 - Present
JPMorgan Chase March 2013 - July 2013
JPMorgan Chase October 2011 - March 2013
Cross County Federal Savings Bank August 2011 - October 2011
Chase April 2004 - October 2011
Skills
Manage large,..., Foreclosures, Loans, Banking, Customer Service, Financial Risk, Risk Management, Mortgage Lending, Consumer Lending, Portfolio Management, Securities, Mortgage Banking, Credit
Education
Pace University - Lubin School of Business
Utica College
Deutsche Bank August 2014 - Present
JPMorgan Chase November 2011 - August 2014
Willis North America March 2008 - February 2010
Amalgamated Life Insurance Company, a member of the Amalgamated Family of Companies January 2005 - March 2008
Skills
Customer Service, Microsoft Office, Securities, Insurance, Brokerage, Financial Services, Investment Banking, Solution Implementation, Regulatory Compliance...
Education
Pace University - Lubin School of Business 2003 — 2006
Associate of Science (A.S.), Business Administration and Management, General
Wells Fargo September 2011 - Present
Sovereign Bank June 2010 - September 2011
Citibank June 2007 - June 2010
JPMorgan Chase March 2003 - June 2007
JPMorgan Chase 2000 - 2007
Small Business Investment Services March 2000 - March 2003
Prudential Investments January 1998 - March 2000
Wachovia Securities, LLC 1992 - 2000
Wachovia Securities, LLC 1992 - 2000
Prudential Prime Broker Services March 1992 - March 1998
Skills
Credit Analysis, Credit, Portfolio Management, SBA 504, Working Capital..., Banking, Loans, Mortgage Lending, Commercial Mortgages, Relationship Management, Commercial Banking, Cash Management, Accounts Receivable, New Business Development, Risk Management, Strategic Financial..., Financial Services, Finance, Capital Markets, Financial Analysis, Commercial Lending, Cross Selling, Lines Of Credit, Securities, Hedge Funds, Derivatives, Small Business Lending, Financial Risk, Financial Planning
Education
Pace University - Lubin School of Business 2002 — 2004
MBA, Finance
PACE UNIVERSITY, Lubin Graduate School of Business 2001 — 2004
Master of Business Administration, Finance
State University of New York College at Plattsburgh 1981 — 1984
B.S., Management Science
Clarkstown South
JPMorgan Chase May 2014 - Present
Morgan Stanley Wealth Management June 2009 - July 2013
Citi Smith Barney November 1990 - June 2009
Dean Witter Reynolds September 1988 - October 1990
EDO, Inc October 1986 - September 1988
Bantam Doubleday Dell October 1984 - July 1986
Skills
SDLC, Project Management, DB2, Project Planning, Project Delivery, Requirements Analysis, Team Leadership, CICS, Team Building, Communication Skills, Highly detail oriented, People Development, E-commerce, Database Design, Result Oriented Approach, Graphic Design, Transaction Processing, Creative Writing, Languages, COBOLII, HTML, CSS Javascript, Software Development, Business Analysis
Education
Pace University - Lubin School of Business 1980 — 1984
Bachelor of Business Administration (BBA), Management Information Systems and Services
Chubb Institute 1985 — 1986
Certificate in Programming, Computer Programming
ABN Business Solutions February 2012 - Present
Keyes Real Estate 2013 - 2015
JPMorgan Chase October 2010 - December 2011
SI Bank & Trust, a division of Sovereign Bank May 2008 - May 2009
NYS Assembly/NYC Council 2008 - 2008
Sovereign Bank 2003 - 2008
PNC Bank/MidLantic National Bank November 1990 - April 2001
Chase Manhattan Corporation 1968 - 1988
Skills
Cash Management, Investments, Small Business, Retail, Small Business Lending, Sales Management, Employee and Customer..., Local Government..., Trouble shooting, Public speaking, Writing, Public Speaking, Local Government, Customer Satisfaction, Banking, Loans, Government, Customer Service, Financial Analysis, Leadership, Troubleshooting, Coaching, Team Building, Risk Management, Credit, Commercial Banking, Management, Commercial Lending, Portfolio Management, Retail Banking, Budgets, Financial Services, Strategy, Finance, Program Management, Credit Analysis, Treasury Management, Consumer Lending, Sales, Commercial Mortgages, Asset Based Lending, Loan Origination, Credit Risk, Relationship Management, Underwriting, Mortgage Lending, Executive Management, Financial Risk, Branch Banking, Mortgage Banking
Education
Stonier Graduate School of Banking 2005 — 2006
Commercial and Retail Banking
Rutgers University-New Brunswick 1995 — 1997
Municipal Finance
Pace University - Lubin School of Business 1972 — 1979
A.A.S., Accounting & Finance
JP Morgan Chase & Co July 2004 - Present
JPMorgan Chase May 2002 - July 2004
Skills
Onesource CS & RS, Business Objects, SAP,, Checkpoint, EFORMS RS, Microsoft Outlook,..., Tax, Income Tax, Accounting, Corporate Tax, Financial Statements, Tax Accounting, OneSource, Office 2010, Outlook, Lotus Notes, SAP
Education
Pace University - Lubin School of Business 2010 — 2014
MS, Taxation
Pace University - Lubin School of Business 2000 — 2005
BBA\MBA, Public Accounting
JPMorgan Chase September 2013 - Present
J.P. Morgan May 2011 - September 2013
JPMorgan Chase October 2009 - May 2011
JPMorgan Chase October 2007 - October 2009
JPMorgan Chase July 2005 - October 2007
Skills
FX Options, Middle Office, Swaps, Trading, Settlement, Interest Rate Swaps, Financial Risk, Fixed Income, Money Market, Derivatives, Bloomberg, Capital Markets, Portfolio Management, Back Office, Credit Derivatives, Hedge Funds, Equities, Finance, Investment Banking
Education
Pace University - Lubin School of Business
Bachelor of Science, Finance
Stuyvesant High School
HS Diploma, Math and Science
BNY Mellon January 2014 - Present
Autism New Jersey April 2011 - Present
Computershare December 2011 - January 2013
BNY Mellon, New York August 2010 - December 2011
JPMorgan Chase June 2007 - August 2010
Morgan Stanley Dean Witter 1993 - 2001
Swiss Bank Corporation 1984 - 1992
Skills
Equities, Fixed Income, Financial Services, Risk Management, Asset Management, Mutual Funds, Hedge Funds, Alternative Investments, Investments, Banking, Financial Markets, Derivatives, Securities, Strategy
Education
Pace University - Lubin School of Business 1989 — 2014
Bachelor of Science in Business Economics
Capital Accounting Advisory and Research, LLC January 2015 - Present
Standard & Poor's 2005 - January 2015
JPMorgan Chase 2000 - 2005
ING 1998 - 2000
Bear Stearns Investment Bank 1996 - 1998
Deutsche Bank 1989 - 1995
KPMG US 1985 - 1989
Skills
Certified Public..., Certified Standard &..., Certified Six Sigma..., CPA, Six Sigma, Financial Modeling, Accounting, Financial Services, Finance, Analysis, Hedge Funds, Financial Analysis, Valuation, Auditing, Management, Forecasting, Fixed Income, Capital Markets, Equities, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Management / Finance
Pace University - Lubin School of Business 1982 — 1985
BBA, Public Accounting
JPMorgan Chase April 2013 - Present
JPMorgan Chase May 2009 - April 2013
Education
Pace University - Lubin School of Business 2004 — 2009
Bachelor of Business Administration (BBA), Hospitality and Tourism Management
JPMorgan Chase & Co. May 2014 - Present
JPMorgan Chase April 2013 - May 2014
JPMorgan Chase July 2011 - April 2013
JPMorgan Chase August 2009 - July 2011
JPMorgan Chase July 2008 - August 2009
JPMorgan Chase May 2007 - June 2008
AXA Advisors, LLC June 2006 - September 2006
United Nations January 2006 - March 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, Financial Analysis, Financial Reporting, Data Analysis, Essbase, Analysis, Finance
Education
Pace University - Lubin School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Morgan Stanley April 2015 - Present
JPMorgan Chase March 2014 - April 2015
Sterling National Bank January 2009 - March 2014
BNY Mellon Wealth Management November 2006 - January 2009
HSBC November 2005 - November 2006
Bank of America February 2003 - November 2005
Skills
Banking, Project Management, Process Improvement, Credit, Loans, Commercial Banking, Commercial Lending, Cash Management, Financial Analysis, Small Business Lending, Risk Management, Retail Banking
Education
Pace University - Lubin School of Business
BBA, Magna Cum Laude, Major: Finance Minor: Economics
Stancil & Associates January 2012 - Present
Stancil & Associates December 2011 - Present
New York Life Insurance Company August 2010 - November 2011
JPMorgan Chase September 1970 - April 2009
Skills
Management, Finance, Financial Services, Project Planning, Investment Banking, Fixed Annuities, Life Insurance, Securities, Long-term Care, Mutual Funds, Fixed Income, Investments, Equities, Banking, Series 7
Education
Pace University - Lubin School of Business
Banking
Interactive Data Services November 2009 - Present
JPMorgan Chase July 1981 - June 2009
Skills
Project Management, Team Management, Operations Management, Business Analysis, Vendor Management, User Acceptance Testing, Fixed Income, Market Data, Risk Management, Requirements Analysis, Trading Systems, SDLC, Project Planning, Management, Leadership, Derivatives, Requirements Gathering
Education
Pace University - Lubin School of Business 2002 — 2006
MBA, Information Technology
Fora Financial February 2013 - Present
East Fishkill Fire District December 2001 - Present
JPMorgan Chase December 2011 - January 2013
Northwestern Mutual Financial Network January 2009 - December 2011
Hudson Valley Renegades 2002 - 2008
Lecker Landscaping June 1995 - June 2000
Skills
Banking, Customer Service, Management, Financial Advisory, Wealth Management..., Series 63, Commercial Lending
Education
Pace University - Lubin School of Business 2008 — 2009
MBA, Business Management
State University of New York at New Paltz 2005 — 2008
BS, Business Management
JPMorgan Chase November 2013 - Present
Altfest Personal Wealth Management March 2013 - May 2013
Shenyin & Wanguo Securities February 2011 - June 2011
Shanghai Wanti Fitness Equipment 2007 - 2010
Education
Pace University - Lubin School of Business 2011 — 2013
Master's degree, Finance and Investment, GPA: 3.79
Shanghai University 2007 — 2011
Bachelor's degree, Finance, GPA: 3.34
Investment Management January 2013 - Present
G-Rides Private Transportation, Inc. September 2014 - Present
PrivCo June 2014 - September 2014
Value Investment Professionals, LLC March 2014 - May 2014
JPMorgan Chase July 2010 - October 2012
Dimension Trading Group, LLC April 2009 - September 2009
Genesis Investment Trading, LLC August 2008 - April 2009
Merrill Lynch September 2007 - December 2007
Field Home May 2006 - September 2006
Joe Benbasset, Inc. June 2004 - September 2004
Skills
Equities, Fixed Income, Financial Modeling, Investment Banking, Financial Analysis, Valuation, Series 63, Investments, Portfolio Management, Economics, Microsoft Excel, Technical Analysis, Bloomberg Terminal, Bloomberg, Capital Markets, Investor Relations, Credit Analysis, Risk Management, Corporate Finance, Statistical Modeling, Equity Trading, Wealth Management, Alternative Investments, Finance, Asset Allocation, Excel, Customer Relations, Mutual Funds, Trading, Financial Risk, Mergers, Securities, Retirement Planning, Asset Management, Derivatives, Investment Strategies, Options, Investment Advisory, Financial Services, Financial Advisory, Equity Research, Financial Markets, Hedge Funds, LBO, Banking, Credit, Private Equity, Trading Strategies, Options Strategies, Index Options
Education
CFA Institute
Investment Banking Institute
Pace University - Lubin School of Business
BBA
Easthampton Savings Bank December 2010 - Present
United Bank June 2009 - January 2011
MassMutual Financial Group June 2008 - June 2009
JPMorgan Chase September 1992 - June 2007
Skills
Finance, Investment Banking, FX Options, Banking, Analysis, Financial Analysis, Risk Management, Commercial Banking, Management, Commercial Lending, Credit, Capital Markets, Financial Services, Financial Modeling, Financial Management...
Education
New England School of Financial Studies 2010 — 2011
New York University - Leonard N. Stern School of Business 1994 — 1998
MBA, Finance and International Business
Pace University - Lubin School of Business 1988 — 1992
BBA, Accounting
Fontbonne Hall Academy
St. patrick school
Taylor Performance Solutions 2001 - Present
Christine Galioto Consulting April 2007 - Present
Capital One September 2010 - June 2011
Suffolk County Community College Corporate Training Center October 2007 - August 2010
The Bank of New York Mellon February 2008 - January 2009
The Bank of New York August 1989 - October 2007
JPMorgan Chase October 2006 - April 2007
Skills
Microsoft Office, Training, Coaching, Needs Analysis, Banking, Management, Program Management, Leadership, Human Resources, Time Management, Executive Management, Executive Coaching, Staff Development, Workshop Facilitation, Instructional Design, Change Management, Sales Management, Training Delivery, Talent Management, Retail, Customer Service, Project Management, Business Development, CRM, Employee Training, Sales, Risk Management, Organizational..., Interviews, Performance Management, Employee Engagement, Leadership Development, Financial Services, Team Building, Team Leadership, Credit, Relationship Management, Commercial Banking
Education
Pace University - Lubin School of Business 1985 — 1989
Bachelor of Business Admininstraton, Marketing?Finance
Comsewogue Senior High School 1981 — 1985
JPMorgan Chase March 2013 - Present
JPMorganChase January 2008 - March 2013
JPMorgan Chase January 2004 - January 2008
JPMorgan Chase January 1997 - January 2004
JPMorgan Chase July 1993 - January 1997
Skills
University Relations, Global Management, Recruiting, Talent Management, Training, Change Management, Internal Audit, Career Development, Global Strategy, HR Transformation, Management Of..., Management, Program Management, Mergers & Acquisitions, Investment Banking, Finance, Strategic Planning
Education
Pace University - Lubin School of Business 1997 — 1999
Master of Business Administration (MBA), Finance, General
St. Peter's College 1989 — 1993
BS, Economics
Morgan Stanley September 2015 - Present
JPMorgan Chase September 2013 - May 2015
BNY Mellon August 2004 - September 2013
Skills
Mutual Funds, ETFs, Fund Accounting, Derivatives, Hedge Funds, Asset Allocation, Equities, Fixed Income, Alternative Investments, Bloomberg, Fund Administration, Bloomberg Terminal, Asset Management, Corporate Actions
Education
Pace University - Lubin School of Business 2000 — 2004
Bachelors, Finance
JPMorgan Chase July 2012 - Present
J.P. Morgan September 2011 - June 2012
JPMorgan Chase June 2011 - August 2011
American Venezuelan Association of the United States October 2010 - June 2011
Vector Marketing May 2010 - September 2010
Skills
Bloomberg Terminal, Market Research, Currency, Derivatives, Options, Microsoft Excel, Swaps, QuickBooks, Foreign Exchange, E-commerce, PowerPoint, Microsoft Office, Market Analysis, Microsoft Word, Marketing Research, Economics, FX Options, Direct Marketing, Bonds, Bloomberg, Financial Services, Finance, Trading, Fixed Income, Investments, Securities, Financial Modeling, Financial Risk
Education
Pace University - Lubin School of Business 2008 — 2012
BBA, Marketing, Finance, 3.5
Scotia Capital September 2009 - Present
Wachovia Bank September 2006 - September 2009
JPMorgan Chase January 2001 - August 2006
Chase Manhattan Bank 1996 - 2001
JPMorganChase 1992 - 1996
JP Morgan April 1989 - June 1992
Irving Trust Company 1982 - 1989
Skills
Strategic Planning, Process Management, International Sales, Business Relationship..., Collateral Management, Operations Management, Global Custody, Mergers, New Business Development, Business Analysis, Product Management, Marketing Strategy
Education
Yale University - Yale School of Management 2001 — 2001
Certificate, Leadership and Development
The Aspen Institute 2000 — 2000
Certificate, Leadership and Development
Pace University - Lubin School of Business 1981 — 1985
MBA, Economica
Saint John's University 1976 — 1980
BS, Finance and Economics
JPMorgan Chase April 2014 - Present
State Farm June 2011 - April 2014
Barclays Capital September 2008 - April 2011
Lehman Brothers May 1983 - September 2008
Education
Hofstra University-Zarb School of Business
BBA, Accounting - Zarb School of Business
Pace University - Lubin School of Business
MBA, Financial Management
HSBC September 2014 - Present
Rabobank March 2014 - September 2014
JPMorgan Chase 2011 - 2014
Ernst & Young LLP 2008 - 2010
Ernst & Young LLP 2006 - 2008
Education
Pace University - Lubin School of Business 2004 — 2008
BBA, Public Accounting
Work Without Limits December 2014 - Present
Bank of America May 2013 - April 2014
Citibank, Boston November 2010 - November 2012
Chaston Accociates September 2009 - November 2010
JPMorgan Chase September 2005 - March 2009
Education
Pace University - Lubin School of Business 1983 — 1987
MBA, International Finance
J.P. Morgan March 2013 - Present
JPMorgan Chase 1998 - Present
Skills
Series 7, Equities, Fixed Income, Investments, Financial Services, Trading, Bloomberg, Relationship Management, Banking, Derivatives, Portfolio Management, Securities, Private Equity, Mutual Funds, Capital Markets, Hedge Funds, Finance, Investment Banking, Asset Management, Middle Office, Bonds, Alternative Investments, Back Office, Corporate Actions, Global Custody, FX Options, Financial Risk
Education
Pace University - Lubin School of Business 1982 — 1984
Bachelor of Science (BS), Accounting and Finance
Pomeroy August 2007 - Present
Robert Half International 2006 - 2008
Robert Half International December 2006 - August 2007
JPMorgan Chase June 1997 - February 2000
HILL International 1992 - 1994
Skills
Financial Analysis, Financial Reporting, OBIEE, Adaptive Insights..., advanced user MS Excel..., Budgeting, Pricing Models, passed all three levels..., Oracle FSG reports, Cognos Budgeting module, Financial Planning, Month End Close, Special Projects, Accounting, Budgets, Forecasting, ERP, Strategic Financial..., Essbase, Analysis, Process Improvement, Business Analysis, Finance, Managerial Finance, Cost Accounting, Budget, Data Analysis, SAP, Hyperion Enterprise, Projects, Cash Management, Fixed Assets, Sarbanes-Oxley Act, Oracle Support, Management, Variance Analysis, Sarbanes-Oxley, SEC filings, Strategic Planning, Microsoft Excel
Education
Pace University - Lubin School of Business 1995 — 1997
MBA, Financial Management
Politechnic Institute Bucharest
BS, Power Engineering
Societe Generale September 2010 - Present
JPMorgan Chase October 2008 - September 2010
JPMorgan Chase December 2006 - October 2008
Thomson Reuters July 2004 - December 2006
Skills
Loans, Fixed Income, Derivatives, Bloomberg, Equities, Capital Markets, Investment Banking, Hedge Funds, Financial Markets, Bonds, Securities, Equity Derivatives, Trading, Credit Derivatives, Swaps, Syndications, Leveraged Finance, Credit, Middle Office, Finance, Structured Finance, Structured Products
Education
Pace University - Lubin School of Business 2000 — 2004
B.B.A., Finance
Telavance, Inc. July 2015 - Present
JPMorgan Chase May 2014 - July 2015
JPMorgan Chase May 2013 - April 2014
HSBC Bank USA June 2011 - December 2012
United Bank for Africa September 2010 - August 2011
Deutsche Bank July 2010 - September 2010
Jefferies & Company May 2010 - June 2010
TD Bank February 2010 - April 2010
Daylight Forensic & Advisory LLC January 2008 - August 2009
Madison Consulting Group August 2005 - December 2007
Skills
AML, KYC, Due Diligence, CAMS, Private Investigations, Forensic Analysis, Auditing, Risk Management, Financial Risk, Securities, Fraud, Equities, Enterprise Risk..., Risk Assessment, Financial Services, Compliance, OFAC, Bank Secrecy Act, USA PATRIOT Act, Certified Anti-Money..., Forensic Accounting, Anti Money Laundering, FCPA, Operational Risk, Regulations, Operational Risk..., Financial Institutions, Financial Regulation, Quality Auditing, Loans, Sanction, FINRA, Corporate Governance, Trade Finance
Education
Pace University - Lubin School of Business 1980 — 1991
Finance
Bank of America December 2013 - January 2015
JPMorgan Chase October 2010 - August 2013
Cedar Hill Prep September 2010 - June 2013
2012 CAMPAIGN - Aurelio Arcabascio for NY Senate, Queens, NY April 2012 - November 2012
Prudential Financial January 2009 - October 2010
Dow Jones September 2007 - December 2008
MetLife August 2006 - September 2007
JPMorgan Chase September 1998 - December 2005
The Bank of New York April 1993 - September 1998
Skills
Strategic Planning, Product Management, Product Marketing, Relationship Management, Marketing Management, Marketing Strategy, Marketing, Marketing Communications, Business Development, Direct Marketing, Financial Services, Product Development, New Business Development, Competitive Analysis, Business Strategy, Segmentation, Market Research, Cross-functional Team..., Market Planning, Sales Management, Management, Email Marketing, CRM, Strategy, Leadership, Analysis, Business Analysis
Education
Pace University - Lubin School of Business 1998 — 2001
MBA, Marketing Management
Marymount College, Tarrytown, NY 1984 — 1988
BS, International Business, Finance and Spanish
Synchrony Financial March 2013 - Present
GE Capital January 2011 - March 2013
GE Capital November 2008 - June 2010
GE Money September 2005 - October 2008
JPMorgan Chase June 2003 - September 2005
MetLife September 1999 - June 2003
JPMorgan Chase August 1998 - September 1999
JPMorgan Chase August 1996 - August 1998
Montefiore Medical Center March 1993 - July 1996
Skills
Segmentation, Database Marketing, Strategy, Analytics, Customer Insight, Strategic Planning, Business Intelligence, Market Research, Business Analytics, CRM, Competitive Analysis, Predictive Analytics, Management, Marketing, Multi-channel Marketing, Marketing Strategy, Predictive Modeling, SAS, Statistical Modeling, Analysis, Marketing Analytics, Portfolio Management, Product Management, Banking
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance and Marketing
Penn State University
BS, Health Education
ADP February 2006 - September 2014
JPMorgan Chase 2000 - 2006
JP Morgan Chase 1989 - 2000
Skills
Kirkpatrick, MBTI, Coaching, Training, Performance Management, Talent Management, Onboarding, Succession Planning, Process Improvement, Call Centers, Employee Training, Employee Engagement, Leadership Development, Workforce Planning
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Human Resources Development
Merck April 2011 - Present
Global View Consulting, LLC January 2007 - May 2011
JPMorgan Chase 2004 - 2006
JPMorgan 2004 - 2006
NorStar Technology Group, Inc. 2001 - 2004
Logical Design Solutions January 1999 - March 2001
ACI 1997 - 1999
Automated Concepts Incorporated 1996 - 1999
AT&T 1983 - 1996
Skills
SDLC, Business Analysis, Vendor Management, Project Portfolio..., PMO, PMP, Team Building, Team Leadership, Consulting, Agile Project Management, IT Operations, Software Development, Analysis, Project Delivery, Requirements Gathering, Disaster Recovery, IT Service Management, Resource Management, Software Documentation, Requirements Analysis, Change Management, SharePoint, Business Process, Software Project..., Quality Assurance, Integration
Education
Pace University - Lubin School of Business 1982 — 1986
MBA, Computer Information Systems
St. John's University, The Peter J. Tobin College of Business 1977 — 1981
BS, Accounting
Msgr. Farrell High School
JPMorgan Chase December 2013 - Present
JPMorgan Chase August 2011 - December 2013
Morgan Stanley June 2009 - July 2011
Citigroup July 2004 - June 2009
AIG January 2004 - July 2004
UBS Financial Services, Inc June 1999 - January 2004
Morgan Stanley December 1997 - June 1999
Proudfoot Reports June 1995 - December 1996
Skills
Project Planning, Project Management, Business Continuity, Disaster Recovery, Business Analysis, SDLC, Management, Program Management, Operational Risk..., Business Continuity..., Risk Assessment, Financial Risk, Risk Management, CBCP, Governance, Financial Services, Enterprise Risk..., Operational Risk, Data Center, Testing
Education
Pace University - Lubin School of Business 1997 — 1999
MBA, Information Systems
University at Albany, SUNY 1991 — 1995
BA, Business Administration, Sociology
Aegis Global Communications / United Healthcare - Medicare Campaign August 2013 - December 2013
Altfest Personal Wealth Management March 2007 - December 2010
Financial Planning Association (FPA) February 2004 - June 2006
H & R Block September 2003 - March 2004
JPMorgan Chase January 1991 - May 2001
Manufacturers Hanover Trust Company January 1981 - January 1991
Skills
Wealth Management, Private Banking, Relationship Management, Client Development, Marketing, Client Relations Skills, Customer Service, Personal Financial..., Healthcare, Health Insurance, TeleSales, Medicare, Medicare Advantage, Medicare Part D, Medicare Prescription..., Project Management, Financial Analysis, Event Planning, Strategic Planning, Negotiation, Credit Management, Credit, Mortgage Underwriting, Tax Preparation, Non-profit Volunteer, Volunteering, Microsoft Office, Microsoft Excel, PowerPoint
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Banking and Finance
Hunter College
M.S, Counseling Education
University of Southwestern Louisiana
B.S, Psychology
Morgan Stanley August 2010 - Present
JPMorgan Chase May 2009 - August 2010
Merrill Lynch June 2004 - May 2009
Skills
Investment Banking, Equities, Internal Audit, IT Risk Management, Fixed Income, Credit, Securitized Products, Strategic Initiatives, CISA, Market Risk, Credit Derivatives, Project Management, Electronic Funds..., Operational Risk..., Derivatives, Enterprise Risk..., Financial Risk, Financial Services, Risk Management
Education
Pace University - Lubin School of Business 2001 — 2005
Bachelor of Business Administration (BBA), Finance andManagement Information Systems (MIS)
Fort Hamilton High School 1997 — 2001
State Street Bank May 2012 - Present
Citi June 2009 - Present
UBS Investment Bank March 2007 - October 2008
FNMA January 2006 - January 2007
Citi August 2004 - November 2005
West LB 2003 - 2004
Bank of Tokyo-Mitsubishi UFJ 2001 - 2003
Goldman Sachs 1998 - 2001
JPMorgan Chase 1996 - 1998
Lehman Brothers 1996 - 1996
Skills
Middle Office, MBS, Back Office, Fixed Income, Derivatives, Analysis, Accounting, Business Analysis, Banking, Business Strategy, Change Management, Documentation, Data Analysis, Financial Analysis, Financial Planning, Financial Reporting, Program Management, Quality Assurance, Project Planning, Project Implementation, Project Coordination, System Design, System Testing, Operations, Functional..., UI testing, Workflow, Strategic Planning, Demos, Regression Testing, Solutions Development, P&L Management, Prime Brokerage, Reference Data, Requirements Gathering, Usability Testing, Solution Development, Portfolio Management, Trading Systems, Equities, Software Documentation, Strategic Financial..., Securities
Education
Pace University - Lubin School of Business 1984 — 1985
Master of Business Administration (M.B.A.), Finance and Financial Management Services
State University of New York at Albany
Bachelor of Science (B.S), Mathematics
AutoOne Insurance October 2006 - Present
JPMorganchase April 1984 - September 2006
JP Morgan Chase 2004 - 2006
JP Morgan Chase 2004 - 2006
JPMorgan Chase 2002 - 2006
Education
Pace University - Lubin School of Business 1989 — 1992
HSBC December 2014 - Present
JPMorgan Chase October 2012 - November 2014
Federal Reserve Bank of New York July 2008 - October 2012
Geller & Company November 2007 - June 2008
Bear Stearns November 2005 - November 2007
Morgan Stanley August 1998 - November 2005
TIAA-CREF March 1997 - August 1998
Skills
Equities, Risk Management, Banking, Operational Risk..., Trading, Series 7, Financial Regulation, Compliance, Series 63, Regulatory Examinations, Quality Assurance, Testing, Middle Office, Foreign Exchange, Management, Strategic Financial..., Investments, Fixed Income, Capital Markets, Emerging Markets, Finance, Financial Analysis, Financial Services
Education
Pace University - Lubin School of Business 1995 — 1998
Master of Business Administration (MBA), Finance, General
State University of New York College at Buffalo 1988 — 1993
BA, International Business
JPMorgan Chase 1971 - Present
Skills
Financial Planning &..., Management Information, Internal Controls, Accounting Operations, Subsidiary Reporting, Accounting, Forecasting, Banking, Finance, MIS, Strategic Financial..., Business Planning
Education
Pace University - Lubin School of Business 1981 — 1988
Accounting and Finance
OhioHealth January 2008 - Present
JPMorgan Chase January 2007 - December 2007
Limited Brands, Inc June 2001 - January 2007
New York & Company 1993 - 1997
Education
Pace University - Lubin School of Business 1989 — 1993
JP Morgan Chase 1999 - Present
JPMorgan Chase 1999 - Present
Skills
Fixed Income
Education
Pace University - Lubin School of Business 1994 — 2004
BS, Finance
Crypto Coin Technologies September 2014 - Present
Norman CFO Advisory Services, LLC January 2014 - Present
Pay-O-Matic Corp. April 2009 - December 2013
Clout Financial Services October 2005 - March 2009
JPMorgan Chase August 1996 - September 2005
Citigroup 1985 - 1996
Skills
Outsourcing, Six Sigma, Resource Management, Activity Based Costing, Customer Satisfaction, Capital Allocation, Diligent, Business Development, Due Diligence, Business Process..., Financial Services, Risk Management, Financial Modeling, Financial Analysis, Credit Cards, Portfolio Management, Banking, Finance, Managerial Finance, Credit Analysis, Budgets, Process Improvement, Business Analysis, Strategy, Business Strategy, Credit, Business Process..., Financial Accounting, Cash Management, Executive Management, Loans, Credit Risk, Treasury, Financial Reporting, Treasury Management, Forecasting, Financial Risk, Restructuring, Strategic Financial..., Corporate Finance, Analytics, Retail Banking, Private Equity, Payments, Sarbanes-Oxley Act, Acquisition Integration, Valuation, Cash Flow, M&A experience, Relationship Management
Education
Pace University - Lubin School of Business 1980 — 1985
BBA, Accounting
stonybrook university
Mason Harriman Group July 2007 - Present
JPMorgan Chase 1969 - 2004
353rd Civil Affairs Command (USAR) 1975 - 1996
Education
Pace University - Lubin School of Business 1972 — 1976
MBA, Labor Relations
Spring Hill College 1962 — 1966
KPMG Advisory 2010 - Present
JPMorgan Chase 2004 - 2008
JPMorgan Chase 2000 - 2004
Deutsche Bank 1998 - 2000
Education
Pace University - Lubin School of Business 1995 — 1998
BBA
COVERA June 2009 - March 2010
H and R Block January 2006 - April 2008
JPMorgan Chase April 1972 - December 2004
Education
Pace University - Lubin School of Business 1971 — 1975
JPMorgan Chase April 2002 - Present
Charles Schwab 1996 - 2000
HSBC 1993 - 1995
Education
Pace University - Lubin School of Business 1991 — 1993
Marymount College 1987 — 1991
B.S, Business and History
Sacred Heart Academy
JPMorgan Chase October 2012 - Present
St Joseph's Univeristy January 2013 - Present
Three Deep Marketing June 2010 - October 2012
Vesch Inc 2006 - 2012
Soccer For Life August 2008 - February 2011
Aspen Marketing Services 2008 - 2010
Colangelo Synergy Marketing 2006 - 2007
TracyLocke 2003 - 2004
Skills
SEO, PPC, Advertising, Google Analytics, Promotions, Customer Relations, Direct Mail, Campaign Management, User Experience, Business Analysis, Marketing Automation, Shopper Marketing, Content Marketing, Behavioral Targeting, Marketing Management, Google Adwords, SEM, Online Marketing, Email Marketing, Web Analytics, Social Media Marketing, CRM, Interactive Marketing, Analytics, Online Advertising, Strategy, Marketing, Segmentation
Education
Pace University - Lubin School of Business 2004 — 2006
MBA, Marketing
Sacred Heart University 1998 — 2002
BA, Business Management & Graphic Design
Maximum Cable 2002 - Present
UPS 1998 - 2000
JPMorgan Chase 1981 - 1996
Skills
Telecommunications, Software Development, Software Project..., Sound synthesis, Music Production, Piano Tuning, Martial Arts
Education
Pace University - Lubin School of Business 1988 — 1991
Bachelor of Applied Science (B.A.Sc.), Accounting Technology/Technician and Bookkeeping
University of the West Indies, Mona Campus 1978 — 1981
Bachelor of Science (BSc), Chemisrty and Computer Science
JPMorgan Chase May 2008 - Present
Bear Stearns June 1998 - May 2008
Education
Pace University - Lubin School of Business 1994 — 1998
BA, Accounting
JPMorgan Chase June 2008 - Present
Bear Steans 2000 - 2008
Skills
Capital Markets, Equities, Fixed Income
Education
Pace University - Lubin School of Business 1988 — 1992
Accounting
LaSalle Academy 1984 — 1988
High School Diploma
Credit Suisse August 2006 - Present
JP Morgan Chase, NA 1997 - 2006
JPMorgan Chase 1993 - 2006
Skills
Securities Lending, Prime Brokerage, Collateral Management, Global Custody, Middle Office, Fixed Income, Corporate Actions, Equities, Investment Banking, Series 7
Education
Pace University - Lubin School of Business 1996 — 1996
MBA, Finance
State University of New York at Albany 1987 — 1991
BS, Economics / Mathematics
JPMorgan Chase AVPFirst National Bank of CommerceMay 1996 - October 1998
Education
Pace University - Lubin School of Business 1976 — 1977
MBA, Professional Management
U.S. Department of Education, Federal Student Aid June 2013 - Present
US Department of Education, Federal Student Aid July 2010 - May 2013
U.S. Department of Education October 2009 - June 2010
JHR & Associates LLC 2004 - 2010
Wachovia, A Wells Fargo Company 2001 - 2004
JPMorgan Chase 1988 - 2001
Skills
Vendor Management, Risk Management, Process Improvement, Business Analysis, Program Management, IT Strategy, Disaster Recovery, Portfolio Management, Project Management, Change Management, Information Technology, Information Security, Business Intelligence, Business Process..., Business Continuity, Enterprise Architecture, Financial Services, Leadership, Governance, Management
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA, Management
Pace University - Lubin School of Business 1977 — 1979
BBA, Accounting/Information Systems
JPMorgan Chase June 2012 - Present
KPMG October 2010 - May 2012
Goldman Sachs November 2008 - May 2010
KPMG June 2008 - August 2008
Merrill Lynch May 2006 - April 2008
Education
Pace University - Lubin School of Business
BBA/MBA, Public Accounting
Wells Fargo July 2002 - Present
Wachovia Bank July 2002 - Present
JPMorgan Chase May 1997 - July 2002
Education
Pace University - Lubin School of Business
BS
JPMorgan Chase January 2013 - Present
JP Morgan Chase June 2011 - January 2013
Chase Investment Services Corp. November 2009 - July 2011
Skills
Series 63
Education
Pace University - Lubin School of Business 2006 — 2009
BBA, Finance
Spectrum Group Management November 2013 - August 2014
SS&C GlobeOp Financial Services May 2011 - November 2013
JPMorgan Chase February 2009 - March 2011
DiMaio Ahmad Capital 2007 - 2009
Education
Pace University - Lubin School of Business 2001 — 2005
BBA, Finance
Wells Fargo Home Mortgage April 2013 - February 2014
Capital One Home Loans September 2011 - April 2013
HSBC December 2010 - September 2011
WPS MARKETING AND CONSULTING, LLC May 2009 - December 2010
JPMorgan Chase May 2007 - May 2009
FREMONT INVESTMENT & LOAN HOME MORTGAGES March 2005 - May 2007
ARGENT MORTGAGE CORPORATION July 2002 - August 2003
LUXMAC JUMBO MORTGAGES April 2002 - July 2002
IBM May 1991 - February 2002
Skills
Able to adapt to all..., Novice w/Excel, Word,...
Education
Pace University - Lubin School of Business 1987 — 1992
BBA, Business Mgmt, Entrepreneurship
Fox Lane 1983 — 1987
Regents Diploma, Accounting, Finance, Business & Mathematics
KPL Financial Group LLC June 2014 - Present
MetLife September 2004 - June 2014
MetLife Bank 2001 - 2003
JPMorgan Chase 1997 - 2001
Skills
Financial Services, Retirement Planning, IRAs, Series 7, Series 66, Variable Annuities, Life Insurance, Traditional IRA, Roth IRA, Medicare Supplements, Insurance, Fixed Annuities, Finance, Group Health Insurance, Long Term Care Insurance, Group Life Insurance, Portfolio Management, Business Overhead..., Employee Benefits, Disability Income..., Buy-Sell Insurance, Group Long Term Care..., Mutual Funds, Group Disability Income..., Group Dental Insurance, 401k Rollovers, Financial Planning, Securities, Financial Advisory
Education
Msgr. Scanlan H.S.
Pace University - Lubin School of Business 1985 — 1989
BBA, Management
America's Health Insurance Plans 2010 — 2010
Certified, Medicare Supplement Insurance
CLTC 2008 — 2008
Certified, Long Term Care
Life and Health Insurance 2003 — 2004
Life & Health License, Insurance
UBS Wealth Management January 2013 - Present
JPMorgan Chase June 2012 - January 2013
UBS-SFA September 2008 - September 2011
UBS Wealth Management July 2007 - August 2008
UBS Wealth Management June 2005 - July 2007
Skills
Investments, Series 6, Series 63, Life Insurance, Wealth, Business Analysis
Education
Pace University - Lubin School of Business 2000 — 2004
Business, International Management
Signature Bank, NY October 2005 - Present
JPMorgan Chase March 1982 - September 2005
Education
Pace University - Lubin School of Business 1982 — 1987
BA, PUBLIC ACCOUNTING
MainStay Investments January 2007 - Present
AllianceBernstein 2005 - 2007
UBS Global Asset Management 2002 - 2005
JPMorgan Chase 1999 - 2002
Citi 1988 - 1999
Citi 1988 - 1999
Skills
Investments, Mutual Funds, Asset Management, Portfolio Management, Capital Markets, Economics, Equities, Fixed Income, Brokerage, Marketing, Sales Management, Alternative Investments, Hedge Funds, Business Strategy, Financial Modeling, Derivatives, Due Diligence, Corporate Finance, Investment Management, Investment Strategies
Education
Pace University - Lubin School of Business 1990 — 1993
Master of Business Administration (MBA), Economics
St. John's University 1986 — 1988
Bachelor of Science (BS), Finance
JPMorgan Chase
Skills
Succession Planning, Talent Management, Employee Engagement, Performance Management, Leadership Development
Education
Pace University - Lubin School of Business
MBA, Human Resources Management
BNYMellon October 2006 - Present
JP Morgan Chase 2001 - 2006
JPMorgan Chase 1996 - 2001
US Trust 1989 - September 1995
Skills
Agile Methodologies, Asset Management, Asset Managment, Banking, Bloomberg, Business Analysis, Business Continuity, Business Intelligence, Business Process..., Capital Markets, Change Management, Data Center, Derivatives, Disaster Recovery, Enterprise Architecture, Equities, Financial Analysis, Financial Modeling, Financial Risk, Financial Services, Fixed Income, Governance, Hedge Funds, IT Management, IT Strategy, Integration, ITIL, MS Project, Investment Banking, Management, Mergers, Operational Risk..., Outsourcing, PMO, PMP, Portfolio Management, Process Improvement, Program Management, Project Management, Project Delivery, Relationship Management, Project Portfolio..., Requirements Gathering, Requirements Analysis, SDLC, SharePoint, Securities, Software Project..., Telecommunications, Trading Systems
Education
Pace University - Lubin School of Business
BBA, Finance
JPMorgan Chase July 1968 - March 2012
Skills
Operations Management, Client Representation, Credit, Fixed Income, Mortgage Lending, Loans, Banking, Management, Securities, Equities, Bonds, Financial Services, Mutual Funds, Investment Banking, Global Custody, Capital Markets, Derivatives, Middle Office, Settlement, Corporate Actions, Private Banking, Hedge Funds, Securities Lending, Bloomberg, Portfolio Management, Prime Brokerage, Series 63, Series 7, AML, Relationship Management, Asset Management, Back Office, FX Options, Operational Risk, Financial Risk, KYC, Wealth Management, Trading, Cash Management, Financial Markets, Fund Administration, Operational Risk..., Electronic Trading, Alternative Investments, Investments, Investment Management, Asset Allocation, Fund Accounting, Consumer Lending, Credit Analysis
Education
Pace University - Lubin School of Business 1976 — 1981
BBA FINANCE/ MIS
Pace University - Lubin School of Business 1976 — 1981
Bachelor of Business Administration (B.B.A.), Management Information Systems, General; Business
JPMorgan Chase July 2013 - Present
UBS July 2012 - June 2013
Credit Suisse February 2005 - June 2012
Assurant February 2003 - February 2005
Skills
Fixed Income, Derivatives, Structured Products, Product Control, MBS, CDO, Securitization, ABS, CMBS, Credit Derivatives, Investment Banking, Interest Rate Swaps, Valuation, Swaps, Structured Finance, Interest Rate..., Equity Derivatives, Credit, Corporate Finance, FX Options
Education
Pace University - Lubin School of Business
Master of Science (MS), Accounting
Pace University - Lubin School of Business
Master of Business Administration (MBA), Financial Management
Visium Asset Management August 2014 - Present
JPMorgan Chase & Co. May 2014 - August 2014
JPMorgan Chase August 2013 - May 2014
JPMorgan Chase & Co. August 2012 - August 2013
JPMorgan Chase & Co. August 2011 - July 2012
JP Morgan April 2010 - May 2011
Vesta GMS 2009 - August 2010
Skills
Finance, Accounting, Financial Reporting, Valuation, Budgets, Forecasting, Investment Banking, Analysis, Microsoft Excel, Trading, Pricing, Management Consulting, Financial Analysis, Financial Modeling, Bloomberg, Fixed Income, Equities, Derivatives, Corporate Finance, Hedge Funds, Microsoft Office, Bloomberg Terminal
Education
Pace University - Lubin School of Business 2008 — 2012
BBA, Finance
Pace University - Lubin School of Business 2008 — 2012
BBA, Accounting
Morgan Stanley November 2011 - Present
JPMorgan Chase December 2004 - July 2010
JPMorgan Chase March 1993 - December 2004
JPMorgan Chase May 1990 - March 1993
JPMorgan Chase July 1988 - May 1990
Education
Pace University - Lubin School of Business
MBA, Financial Management
Pratt Institute
BS, Industrial Engineering
JPMorgan Chase October 2013 - Present
The Guardian Life Insurance Company of America February 2011 - October 2013
Arik Eshel, CPA October 2010 - January 2011
New York County District Attorney's Office July 2006 - October 2010
Skills
Accounting, Budgets, Analysis, Finance, Variance Analysis, Forensic Accounting, Financial Analysis, Financial Reporting, Litigation Support, CPA, Internal Controls, General Ledger, Strategic Financial..., Financial Modeling, Financial Statements
Education
Pace University - Lubin School of Business 2002 — 2006
BBA, Public Accounting
JPMorgan Chase September 2011 - Present
Independent Trader November 2009 - August 2011
Personal Training Institute January 2008 - November 2009
EchoTrade 2006 - 2008
CHARLTON SPECIALIST PARTNERS 1989 - 2005
Education
Pace University - Lubin School of Business
Citibank, N.A. June 2010 - Present
JPMorgan Chase 1984 - May 2009
Skills
Banking, Lines Of Credit, Small Business Lending, Commercial Lending, Cross Selling, Treasury Management, Financial Analysis, Cash Management, Commercial Mortgages, Portfolio Management, Credit, Credit Risk, Relationship Management, Loans, Loan Origination, Management, Commercial Banking, Consumer Lending, Real Estate, Retail Banking, Credit Analysis, Wealth Management, Fixed Income, Mortgage Lending, Structured Finance, Investments, SBA, Underwriting, Capital Markets, Financial Services, Treasury Services, Mortgage Banking, Branch Management, Series 7, Branch Banking
Education
Pace University - Lubin School of Business 1988 — 1992
MBA, Finance
Wagner College 1978 — 1982
JPMorgan Chase June 2012 - Present
Bank of America October 2010 - October 2011
Bank of America April 2006 - October 2010
Citigroup 2005 - 2006
American Express 2003 - 2005
E.T.G., LLC 2002 - 2003
Advest, Inc. 2002 - 2002
Prudential Securities 1994 - 2000
Prudential Securities 1992 - 1994
Skills
Fixed Income, Accounting, Capital Markets, Equities, Bloomberg, Structured Products, Banking, Derivatives, Securities, Financial Risk, Prime Brokerage, MBS, Series 7, Trading, Series 63, Finance
Education
Pace University - Lubin School of Business 1988 — 1992
Bachelor of Business Administration (BBA), Accounting
JPMorgan Chase May 2014 - Present
J.P. Morgan May 2013 - Present
J.P. Morgan August 2011 - May 2013
J.P. Morgan August 2010 - July 2011
JP Morgan Chase June 2009 - May 2010
Fitch Ratings October 2008 - March 2009
Bayer HealthCare May 2008 - August 2008
Skills
French, Microsoft Excel, Financial Analysis, German, Analysis, Risk Management, Essbase, SAP, Microsoft Office, Strategic Planning, Budgets, Financial Reporting, Revenue Forecasting, Expense Budget..., Headcount Reporting, Hyperion Reports, Corporate Finance
Education
Pace University - Lubin School of Business 2007 — 2010
Bachelor of Business Administration, International Management/Finance/French, Summa Cum Laude
Universität Hamburg / University of Hamburg 2005 — 2006
Business Administration and Management, General
Flushing Bank November 2011 - Present
Capital One 2009 - 2010
JPMorgan Chase 2007 - 2009
Bank of America 2006 - 2007
Commerce Bank 2001 - 2006
Skills
Loans, Banking, Commercial Banking, Credit, Financial Analysis, Portfolio Management, Cash Management, Commercial Lending, Credit Analysis, Retail Banking, Small Business Lending, Mortgage Lending, Credit Risk, Consumer Lending, Cross Selling, CRM, Treasury Management, Relationship Management
Education
Pace University - Lubin School of Business
MBA, Financial Management
Tamkang University
BA, English Literature
Goldman Sachs December 2009 - Present
Och-Ziff Capital Management 2013 - 2014
JPMorgan Chase July 2007 - September 2009
Bear Stearns June 2006 - July 2007
Education
Pace University - Lubin School of Business 2003 — 2007
Finance, Economics
J.P. Morgan June 2015 - Present
JPMorgan Chase August 2014 - June 2015
J.P. Morgan July 2013 - August 2014
RBC Capital Markets June 2012 - August 2012
Education
Pace University - Lubin School of Business 2009 — 2013
BBA, Finance and Economics
JPMorgan Chase & Co. June 2015 - Present
JPMorgan Chase August 2014 - June 2015
JPMorgan Chase March 2013 - August 2014
JPMorgan Chase & Co. August 2009 - March 2013
Best Buy August 2006 - August 2009
Rockwell Financial June 2008 - August 2008
CVS Health 2005 - 2006
Skills
Banking, Credit, Mortgage Lending, Loans, Retail Banking
Education
Pace University - Lubin School of Business 2005 — 2009
BBA, Finance
Pace University - Lubin School of Business 2005 — 2009
Bachelor's degree, Finance, General
Union of Jamaican Alumni Associations (USA) Inc. (UJAA) 1996 - Present
NYC ACT-SO 1996 - Present
Union of Jamaican Alumni Associations (USA) Inc. (UJAA) September 2008 - September 2014
JPMorgan Chase 1974 - 2006
Skills
Banking, Risk Management, Process Improvement, Customer Service, Management, Leadership, Microsoft Excel, Microsoft Office, Relationship Management, Strategic Planning, Public Speaking, Team Building, Event Planning, Financial Analysis, Project Planning
Education
Pace University - Lubin School of Business
New York City Community College - Brooklyn
Liberal Arts
Immaculate Conception High School - Jamaica, West Indies
General Studies
JPMorgan Chase December 2001 - Present
JP Morgan Asset Management 2001 - Present
Skills
Fixed Income, Equities, Portfolio Management, Hedge Funds, Derivatives
Education
Pace University - Lubin School of Business
Finance, General
OceanFirst Bank July 2012 - Present
JPMorgan Chase June 1980 - April 2012
Manufactures Hanover Trust Company 1980 - 1996
Skills
General Ledger, Variance Analysis, Operational Risk..., Forecasting, Financial Reporting, Finance, Management, Financial Risk, Auditing, Financial Analysis, Banking, Analysis, Enterprise Risk..., Accounting, Mergers, Sarbanes-Oxley Act, Budgets, Managerial Finance, Asset Management, Risk Management, Internal Audit, Cash Management, Mergers & Acquisitions, Leadership, Financial Services, Treasury Management, Financial Modeling, Internal Controls, Portfolio Management, Strategic Financial..., Due Diligence, Corporate Finance, Investment Banking, Securities, Executive Management, Cash Flow, Credit, Valuation
Education
Pace University - Lubin School of Business 1982 — 1987
MBA, Finance
Fairleigh Dickinson University-College at Florham 1976 — 1980
B.S., Accounting
JPMorgan Chase & Co. April 2015 - Present
JPMorgan Chase August 2011 - Present
J.P. Morgan June 2012 - April 2015
JPMorgan Chase 2005 - 2010
Special T Travel 2003 - 2004
ABN AMRO Bank N.V. 2000 - 2002
Skills
Credit, Banking, Customer Service, Loans, Financial Analysis, Finance, Risk Management, Sales, Business Analysis, Account Management, Microsoft Excel, Vendor Management, Outlook, Management, Marketing, Analysis, Business Development, Access, Customer Satisfaction
Education
Pace University - Lubin School of Business 2013 — 2015
Bachelor of Business Administration (BBA), Minor in Markeing
Westchester Community College 2009 — 2012
Business Administration A.S., Business Administration and Management, General
Inclined Capital, LLC June 2014 - Present
JPMorgan Chase August 2012 - April 2014
JPMorgan Chase August 2011 - August 2012
JPMorgan Chase August 2010 - July 2011
Apple Retail November 2009 - July 2010
UBS Wealth Management December 2008 - May 2009
Skills
Finance, Microsoft Office, Risk Management, Portfolio Management, Team Leadership, Forecasting, Investments, Financial Analysis, Analysis, Bonds, Management
Education
Pace University - Lubin School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance
JPMorgan Chase January 2013 - Present
Oppenheimer & Co. January 2010 - January 2013
citi-smtihbarney March 2000 - November 2009
Education
Pace University - Lubin School of Business 1999 — 2001
finance
Union Bank September 2014 - Present
JPM Chase October 2011 - April 2013
JPMorgan Chase 2011 - April 2013
The Bank of New York Mellon 2005 - 2010
US Bank August 1982 - December 2005
Skills
Banking, Securities, Fixed Income, Financial Services, Capital Markets, Portfolio Management, Equities, Loans, Relationship Management, Credit, Bonds
Education
Pace University - Lubin School of Business 1995 — 1999
BBA, Business Administration
New York Life Insurance Company 2015 - Present
T3 Trading Group, LLC 2014 - 2015
JPMorgan Chase October 2007 - January 2014
Option One Mortgage 2003 - 2007
Education
Pace University - Lubin School of Business 2001 — 2003
Master of Business Administration (MBA), Finance and Financial Management Services, QPA 3.53
Pontificia Universidad Católica del Perú
Bachelor's degree, Industrial Engineering
Bank Hapoalim July 2013 - Present
JPMorgan Chase February 2011 - July 2013
JPMorgan Chase July 2007 - June 2011
JPMorgan Chase June 2005 - June 2007
JPMorgan Chase June 2004 - June 2005
JPMorgan Chase June 2003 - June 2004
Skills
Underwriting, Credit Risk, Asset Management, Risk Management, Finance, Loan Origination, Valuation, Credit, Credit Analysis, Business Strategy, Mortgage Lending, Portfolio Management, Banking, Financial Analysis, Financial Modeling, Loans, Securities, Commercial Lending, Commercial Banking, Financial Risk
Education
Pace University - Lubin School of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
JPMorgan Chase September 2008 - Present
Skills
Financial Analysis, Banking, Internal Audit, Auditing, Internal Controls, Sarbanes-Oxley Act, Risk Management, Financial Risk, Enterprise Risk..., Financial Modeling, Financial Reporting, Finance, Corporate Finance, Operational Risk, Accounting, CISA, Budgets, Investment Banking, Operational Risk..., Financial Accounting
Education
Pace University - Lubin School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Accounting
JPMorgan Chase January 2010 - Present
JPMorganChase February 1999 - December 2009
Skills
IT Audit, Risk Management, IT Risk Management,..., Data Analysis and..., Communication and...
Education
Pace University - Lubin School of Business 1994 — 1998
BBA, Accounting
Citi December 2014 - Present
Little Brook Media August 2012 - Present
JPMorgan Chase May 2011 - December 2014
JPMorgan Chase June 2007 - May 2011
JPMorgan Chase October 2004 - May 2007
JP Morgan Chase February 2002 - June 2005
Chase Manhattan Bank February 2001 - February 2002
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Mac OS, Mac OS X, Financial Reporting, Financial Risk, Risk Management, Banking, Statistical Reporting, Project Management, Mortgage Lending, Analysis, Credit, Loans, Financial Services, Credit Risk, Credit Analysis, Visio, Relationship Management, Lines Of Credit, Retail Banking, Management
Education
Pace University - Lubin School of Business 2004 — 2006
MBA
State University of New York at Albany 1996 — 2000
Bachelor of Arts (B.A.)
North Rockland High School 1992 — 1996
JPMorgan Chase July 1994 - June 2010
JPMorgan Chase January 1994 - June 2010
Education
Pace University - Lubin School of Business
Bachelor of Business Administration Degree, Finance
Societe Generale August 1997 - Present
Union Bank of Switzerland August 1996 - August 1997
JPMorgan Chase July 1988 - July 1996
Education
Pace University - Lubin School of Business 1990 — 1992
MBA, Finance
St. Johns University 1978 — 1982
BBA, Accounting
Morgan Stanley Smith Barney March 2006 - Present
JPMorgan Chase January 2003 - February 2006
PwC Consulting September 1999 - December 2003
Skills
Middle Office, Finance, Equities, Derivatives, Risk Management, Business Analysis, Operational Risk..., Project Management, Strategy, Vendor Management, Business Process..., Investments, SDLC, Operational Risk, Management Consulting, Relationship Management, Process Improvement, PMO, Change Management, Business Strategy, Enterprise Risk..., Securities, Financial Services, Capital Markets, Fixed Income, Financial Risk, Business Intelligence, FX Options
Education
Pace University - Lubin School of Business 1995 — 1999
Deutsche Bank June 2009 - July 2011
Deutsche Bank August 2008 - May 2009
Bear Stearns November 2006 - July 2008
JPMorgan Chase June 2005 - August 2006
RBC Dain Rauscher July 2004 - May 2005
Skills
Trading, Microsoft Excel, Microsoft Word, Client Relations Skills, DTC, Gems, Euroclear, Gloss
Education
Pace University - Lubin School of Business
BA
Clark School District September 2014 - Present
JPMorgan Chase August 1984 - February 1996
Education
Pace University - Lubin School of Business 1980 — 1984
Bachelor of Business Administration (B.B.A.), Human Resources Development, GPA 3.84
JPMorgan Chase April 2013 - Present
Protiviti March 2007 - April 2013
Astoria Federal Savings May 2003 - March 2007
Skills
Business Process..., Management Consulting, Financial Analysis, Internal Audit, Sarbanes-Oxley Act, Capital Markets, Risk Management, Banking, Financial Risk, Vendor Management, Enterprise Risk..., Internal Controls, Mergers & Acquisitions, Financial Services, Management, Budgets, Auditing, Process Improvement, Finance
Education
Pace University - Lubin School of Business 1998 — 2002
BBA, Finance
JPMorgan Chase July 2011 - May 2012
JPMorgan Chase December 2004 - July 2011
BNY Mellon February 2002 - December 2004
Education
Pace University - Lubin School of Business 1988 — 1994
BBA, MIS
JPMorgan Chase & Co. September 1994 - Present
JPMorgan Chase 2008 - 2013
Skills
Financial Services, Electronic Trading, Securities, Asset Management, Equities, Prime Brokerage, Loans, Fixed Income, Banking, Trading, Series 7, Relationship Management, Credit Cards, Series 63, Capital Markets, Trading Systems, Risk Management, Investment Banking, Credit, Derivatives, Finance, Portfolio Management, Financial Analysis, Payments, Electronic Payments, Bloomberg, Credit Risk
Education
Pace University - Lubin School of Business
Bank of America August 2013 - Present
JPMorgan Chase August 2009 - August 2012
Pace University May 2007 - June 2009
Beta Alpha Psi June 2008 - January 2009
JPMorgan Chase June 2008 - August 2008
TD May 2006 - May 2007
Flagstar Bank May 2005 - May 2006
Skills
Bloomberg Terminal, Financial Analysis, Microsoft Excel, Microsoft Office, Bloomberg, Fixed Income, Equities, Financial Modeling, PowerPoint, Derivatives, Capital Markets, Valuation, Equity Research, Project Management, Customer Service, Credit, Loans, Loan Origination, Home Equity Loans, Mortgage Lending, Consumer Lending, Commercial Lending, Series 7, Corporate Finance, Investments, Finance, Credit Analysis
Education
Pace University - Lubin School of Business 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance & Economics, 3.63
Airgas August 2012 - Present
Sallie Mae June 2011 - July 2012
JPMorgan Chase October 2010 - May 2011
JPMorgan Chase August 2009 - September 2010
JPMorgan Chase May 2007 - July 2009
Citi June 2006 - May 2007
Citi February 2006 - June 2006
Citi May 2005 - July 2005
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., Hyperion Planning, Essbase, Microsoft Office, SharePoint, Cash Management, Finance, Financial Planning, Investments, Risk Management
Education
Pace University - Lubin School of Business 2004 — 2008
Bachelor of Science (B.S.), Finance, General
JP Morgan Chase October 2000 - Present
JPMorgan Chase October 1998 - October 2000
JPMorgan Chase September 1997 - October 1998
JPMorgan Chase June 1996 - September 1997
JPMorgan Chase October 1990 - June 1996
Skills
Process Improvement, Management, Analysis
Education
Pace University - Lubin School of Business 1992 — 1996
Bachelor of Business Administration (BBA), Business Management
Murray Bergtraum HS 1988 — 1992
Management Information Systems
JPMorgan Chase 2007 - 2012
Prudential Financial 2000 - 2007
HSBC July 1998 - June 2000
EY January 1997 - June 1998
Skills
Internal Audit, Risk Management, Investments, Banking, Operational Risk, Leadership, Global Asset Management, Investment Advisor..., Wealth Management, International Business..., COSO Framework, IIA Standards, Securities Regulation, Financial Regulation, Market Risk, AML, OFAC, Enterprise Risk...
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Accounting
JPMorgan Chase 1971 - 2001
Education
Pace University - Lubin School of Business 1967 — 1971
BBA
CA Technologies October 2007 - Present
JPMorgan Chase October 2003 - December 2004
JPMorgan Chase June 1989 - September 2002
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Mangement Information Systems
Flushing Bank June 2013 - Present
Popular Community Bank 2009 - May 2013
IDBI Bank January 2004 - February 2009
JPMorgan Chase January 1999 - January 2004
Skills
Banking, Loans, Credit, Commercial Banking, Credit Analysis, Commercial Lending, Credit Risk, Treasury Management, Asset Based Lending, Small Business Lending, Lines Of Credit, Risk Management, Finance, Financial Analysis, Portfolio Management
Education
Pace University - Lubin School of Business 1986 — 1990
Bachelor of Business Administration (B.B.A.), Accounting and Finance
JPMorgan Chase September 2007 - Present
Skills
Banking, Credit, Portfolio Management, Financial Analysis, Finance, Financial Services, Sales, Relationship Management
Education
Pace University - Lubin School of Business 1998 — 2002
Bachelor of Science (BS), Finance, General
Edward R. Murrow High School 1994 — 1998