JPMorgan Chase
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JPMorgan Chase & Co. is the sixth-largest bank in the world by total assets ($2,533.60 B). wikipedia.org
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JPMorgan Chase Employees
WU Digital October 2014 - Present
JPMorgan Chase September 2013 - September 2014
JPMorgan Chase & Co. December 2012 - September 2013
Northeast Securities August 2011 - December 2012
Northeast Securities August 2009 - August 2011
David Lerner Associates, inc. February 2008 - February 2009
Skills
AML, Securities, Fixed Income, Banking, Anti Money Laundering, KYC, Operational Risk, Equities, FINRA, Financial Risk, Bonds, Investments, Investigation, Settlement, Back Office, Writing, Mutual Funds, Investment Banking, Private Banking, CIP, Data Analysis, Transactional Analysis, Cross-border..., Series 7, Typologies, Series 99, Subject Matter Experts, trade based money..., Dodd-Frank, Financial Services, Management, Risk Management
Education
St. John's University 2001 — 2006
Bachelor of Science, Finance
The Data Vault August 2014 - Present
TSYS Merchant Solutions September 2013 - August 2014
Hope Financial Services September 2012 - September 2013
JPMorgan Chase February 2012 - September 2012
Old National Bank May 2008 - August 2011
Skills
Credit, Banking, Sales Management, Financial Analysis, Cold Calling, Face to Face Selling, Small Business, Telephone sales, Document Management, Document Imaging, Personal Data Protection, Account Management, Contract Negotiation, Customer Service, Relationship Management, Sales
Education
St. Francis University 1984 — 1988
Bachelor of Science (B.S.), Business Management
pine richland high school 1980 — 1984
The First National Bank of Long Island February 2014 - Present
First National Bank of New York March 2013 - February 2014
First Central Savings Bank March 2008 - March 2013
JPMorgan Chase June 1998 - March 2007
Skills
Internal Controls, Financial Reporting, Financial Accounting, Cash Management, Accounting, Banking, Credit, Management, Forecasting, Financial Analysis, General Ledger, Financial Statements, Account Reconciliation, Cash Flow, External Audit, Corporate Finance, Strategic Financial..., Managerial Finance, Finance, Financial Modeling, Tax, Executive Management, Financial Services, Due Diligence, Financial Risk, Risk Management, Treasury Management, Financial Planning
Education
St. John's University 1982 — 1985
Bachelor's degree, Accounting
Xelios Biometrics Inc January 2015 - Present
One Media LLC May 2013 - Present
JPMorgan Chase May 2012 - March 2013
Accredited Language Services March 2012 - May 2012
Rock Star Gems February 2010 - February 2012
St Johns University 2009 - 2011
Skills
Marketing, Sales
Education
St. John's University 2011 — 2013
Bachelor of Science (B.S.), Biology
J.P. Morgan August 2013 - January 2014
J.P. Morgan August 2011 - August 2013
JPMorgan Chase June 2005 - August 2011
Skills
Bloomberg, Alternative Investments, Private Equity, Fund Administration, Branch Operation, Asset Management, Investments, Financial Services, Portfolio Management, Private Banking, Hedge Funds, Fund Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Account Reconciliation, Middle Office, Securities, Bloomberg Terminal, Internal Controls, Cash Management, US GAAP, Wealth Management, Financial Statements, Finance, Fund Of Funds, Accounting, General Ledger, FINRA, Series 63, Series 7
Education
Saint John's University 2007 — 2011
Bachelor of Science (BS), Finance
St. John's University
Bachelor of Science, Finance, General
Morgan Stanley June 2015 - Present
Genesee Valley Trust Company September 2013 - November 2014
Canandaigua National Bank & Trust November 2011 - September 2013
Compass Financial Group Inc August 2009 - October 2011
Lucian Development May 2007 - August 2009
JPMorgan Chase March 1985 - June 2004
Skills
Strategic Financial..., Wealth Management, Sales, Team Building, Banking, Leadership, Performance Management, Financial Planning, Sales Management, Training, Management, Finance, Vendor Management, Process Improvement, Organizational..., Strategic Planning, Project Management, Microsoft Office, Risk Management
Education
Saint John Fisher College 1999 — 2001
BS, Communications
Nazareth Academy
M&T Bank September 2011 - January 2013
H&R Block December 2010 - April 2012
JPMorgan Chase February 1988 - November 2009
JPMorgan Chase August 1986 - February 1988
Skills
Financial Analysis, Accounting, Credit, Accounts Receivable, Loans, Accounts Payable, Internal Controls, Due Diligence, General Ledger, Strategic Financial..., Tax, Mortgage Lending, Management, Forecasting, Outlook, Customer Service, Microsoft Office, Analysis, Microsoft Word, Tax Preparation, Credit Risk, Trial Balance, Inventory Analysis, Stock Trading, Investments, Finance, Risk Management
Education
St. John Fisher College 1983 — 1986
Bachelor, Management - Finance Concentration
H&R Block
Con Edison October 2014 - Present
Gamesys February 2014 - October 2014
Iconix Brand Group April 2012 - March 2014
Complex Media August 2012 - March 2013
InFlexWeTrust.com August 2011 - August 2012
Verizon Wireless August 2010 - August 2011
Family Publications August 2011 - 2011
JPMorgan Chase July 2007 - March 2009
Citi December 2006 - May 2007
Skills
Customer Service, Social Networking, Market Research, PowerPoint, Microsoft Word, Digital Media, Microsoft Office, Salesforce.com, Blogging, Social Media, Research, Facebook, Competitive Analysis, Outlook, Event Planning, Advertising, Microsoft Excel, Social Media Marketing, Editing, Marketing, Sales, Photoshop, WordPress, Public Speaking, Leadership
Education
St. John's University 2002 — 2011
Bachelor of Science (B.S.), Marketing
St. Johns University 2002 — 2011
Bachelor of Science, Marketing
Duval & Stachenfeld LLP February 2015 - Present
JPMorgan Chase June 1995 - November 2014
Skills
Organizational..., Highly detail oriented, Research, Microsoft Office, QuarkXPress, Financial Services, SSL Certificates, Time Management, Social Media, Management, Event Management, Public Speaking, Leadership, Advertising, Marketing, Project Management, Editing, Social Networking, Microsoft Excel, Customer Service
Education
Saint John's University 1990 — 1994
Bachelor's degree, Journalism
St. John's University 1990 — 1994
Bachelor's degree, Journalism
JPMorgan Chase March 2011 - Present
American Express October 2010 - March 2011
American Express February 2008 - March 2009
BlackRock Financial Management November 2004 - February 2008
Salomon Smith Barney October 2003 - May 2004
Skills
Bloomberg, Finance, Fixed Income, Financial Modeling, Banking, Credit Risk, Microsoft Excel, Equities, Financial Analysis, Risk Management, Expense Management, Business Management, Business Development, Business Analysis, Financial Risk, Management, Financial Services, Credit, Analysis
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2004
Bachelors, Finance
EBHS 1996 — 2000
Keller Williams Realty August 2014 - Present
Buffoni/Wallace Property Management Services, LLC 2014 - Present
National Student Clearinghouse 2008 - 2014
JPMorgan Chase 2002 - 2008
TrueArc (acquired by EMC Computer Systems in December 2003) 2000 - 2002
USA Group 1999 - 2000
SLM Holding Corp. (Sallie Mae) 1998 - 1999
Education Securities (SLM Holding Corp., Subsidiary) 1995 - 1998
Skills
CRM, Business Development, Management, Program Management, Competitive Analysis, Account Management, Selling, Enterprise Software, Sales, Finance, Portfolio Management, Sales Operations, Analysis, Marketing Communications, Contract Negotiation, Relationship Management, Loans, Executive Management, Professional Services, Nonprofits
Education
Buffini & Company
Peak Producer
Peak Producer
St. Francis University
B.S., Business Management
UPS August 2015 - Present
JPMorgan Chase July 2010 - June 2015
JPMorgan Chase October 2011 - August 2012
JPMorgan Chase June 2009 - July 2010
Day Automation November 2008 - June 2009
Skills
Banking, Credit, Credit Analysis, Finance, Loans, Leadership, Analysis
Education
St. John Fisher College 2004 — 2008
Bachelor's degree, Economics
TD Bank, N.A. December 2008 - Present
JPMorgan Chase October 2005 - November 2008
JPMorgan Chase June 2004 - October 2005
Quantum Auto Group January 2003 - June 2004
Washington Mutual FS. / Dime / Citibank January 1999 - December 2002
European American Bank July 1991 - December 1998
Skills
Credit, Banking, Finance, Loans, Investments, Retail Banking, Consumer Lending, Small Business Lending, Management, Sales, Training, Credit Cards, Underwriting, Branch Banking, Branch Management, Customer Service, Collections, Recoveries, Sales Management, Coaching, Due Diligence, Operations Management, Repossessions, Automotive Finance
Education
St. John's University
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
JPMorgan Chase January 1990 - Present
Skills
Mortgage Lending, Loans, Refinance, Management, Residential Mortgages, Credit Analysis, Mortgage Servicing, Process Improvement, Team Building, Relationship Management, Training, Mortgage Banking, Escrow, Real Estate Transactions, Loan Origination, Risk Management, Customer Service, Banking
Education
St. John's University 1985 — 1988
BS, Business Management
Bethpage Federal Credit Union July 2013 - November 2014
Capital One May 2012 - June 2013
JPMorgan Chase September 2009 - May 2012
MicroConcept Consulting Inc January 2006 - September 2009
JP Turner December 2005 - October 2007
Skills
Risk Management, Asset Managment, Business Analysis, Management Consulting, Project Management, Consumer Electronics, Investments, Credit, Banking, Financial Analysis, Portfolio Management, Strategic Financial..., Sales, Loans, Relationship Management, Cash Management, Commercial Lending, Commercial Banking, Start-ups, Cash Flow, Cross Selling, Retail Banking, Financial Services, Accounting, Asset Management, Budgets, Business Planning, CRM, Due Diligence, Finance, Financial Risk, Forecasting, Management, Mortgage Lending, Training, Credit Analysis
Education
St. John's University, The Peter J. Tobin College of Business 2005 — 2009
B.A., Finance
Blue Ridge School 2001 — 2005
Blue Ridge School 2001 — 2005
JPMorgan Chase September 2006 - Present
JPMorgan Chase January 2005 - August 2006
Education
St. John's University 1998 — 2002
Bachelor's degree, Finance, General
JPMorgan Chase October 2006 - Present
The Bank of New York May 1990 - October 2006
Manufacturers Hanover February 1974 - July 1989
Skills
Banking, Commercial Banking, AML, Loans, Risk Management, Underwriting, Leadership, Asset Based Lending, Wealth Management, Financial Services, Management, Commercial Lending, Credit Analysis, Financial Markets, Operational Risk, Finance, Portfolio Management, Small Business Lending, Cash Management, Commercial Mortgages, Retail Banking, Credit, Corporate Finance, Branch Management, Treasury Management, Asset Managment, Lines Of Credit, Financial Risk, Due Diligence, Cross Selling, Consumer Lending, Loan Origination, Credit Cards
Education
Saint John's University School of Law 1995 — 1999
J.D.
St. John's University, The Peter J. Tobin College of Business 1984 — 1988
MBA, International Finance
St. John's University, The Peter J. Tobin College of Business 1972 — 1984
B.S., Finance
JPMorgan Chase April 1994 - December 2014
Wamu March 2001 - September 2008
Skills
Applicant Tracking..., Onboarding, Talent Acquisition, Recruiting, Human Resources, College Recruiting, Talent Management, Employee Relations, Internet Recruiting, Sourcing, Interviews, Employee Benefits, Employee Engagement, Temporary Placement
Education
St. John's University
Bachelor's degree, Marketing
People's United Bank February 2010 - Present
JPMorgan Chase March 2007 - February 2010
Education
St. John's University 1997 — 2001
Bachelor of Science (B.S.), Sports Management
Xavier High School 1993 — 1997
High School Diploma
The Boyd Agency, Inc March 2007 - Present
Allstate December 1998 - February 2007
Allstate Insurance 1996 - 1998
Allstate Insurance 1995 - 1996
Allstate Insurance 1993 - 1995
Allstate Insurance 1990 - 1993
Allstate Insurance 1987 - 1990
JPMorgan Chase 1985 - 1987
Skills
Retirement, Property & Casualty..., Small Business, Risk Management, Commercial Insurance, Claim, Professional Liability, Financial Services, Underwriting, Commercial Lines, Accident, Brokers, Strategic Planning, Retirement Planning, Strategy, Workers Compensation, Claims Management, IRAs, Employee Benefits, Whole Life, Portfolio Management, Series 63, Long Term Care Insurance, Series 6
Education
St. John's University, The Peter J. Tobin College of Business 1981 — 1986
BS, Marketing
Jamaica High School 1977 — 1981
Susan B. Anthony 1976 — 1977
JPMorgan Chase October 2013 - Present
GameStop June 2013 - November 2013
RadioShack March 2010 - April 2012
Skills
Spanish-speaking, Microsoft Office, Accounting, Sales, Customer Service, Inventory Management
Education
St. Joseph's College 2011 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
St. John's University 2009 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Self employed September 2008 - Present
BMO Capital Markets July 2003 - September 2008
Gerard Klauer Mattison, Inc October 2000 - July 2003
JPMorgan Chase October 1998 - October 2000
Morgan Stanley January 1998 - October 1998
CHASE MANHATTAN BANK August 1995 - January 1998
Skills
Equity Valuation, Equities, Financial Modeling, Equity Research, Stocks, Financial Analysis, Securities, Investments, Valuation, Bloomberg, Stock Picking, Industry Analysis, Forecasting, Capital Markets, Corporate Finance, Asset Management, Customer Relations, Banking, Business Strategy, Mergers, Financial Reporting, Business Valuation, Strategic Planning, Factset, DCF, Competitive Analysis, Trading, Investment Banking, Mergers
Education
St. John Fisher College 1991 — 1993
BS, Finance
JPMorgan Chase May 2014 - Present
JPMorgan Chase August 2011 - May 2014
JPMorgan Chase November 2009 - August 2011
JPMorganChase July 2005 - November 2009
JPMorganChase October 2001 - June 2005
JPMorganChase March 1999 - September 2001
Engelhard Corporation 1996 - 1999
Skills
Financial Analysis, Financial Reporting, Business Analysis, Mentoring, Management Presentations, Expense Management, Budgeting, Process Improvement, Strategic Planning, Corporate Finance, Financial Management, Cash Management, Team Leadership, Program Management, Project Management, Corporate Planning &..., Headcount Reporting &..., Executive Reporting, Leadership, Management, Risk Management, Treasury Management, Relationship Management, Finance, Essbase, Analysis, Budgets, Managerial Finance, Strategy, Mergers & Acquisitions, Strategic Financial..., Banking, Competitive Analysis, Executive Management, Portfolio Management, Forecasting, Investments, Analytics, Financial Services, Financial Planning
Education
St. John's University, The Peter J. Tobin College of Business 1989 — 1991
MBA
St. John's University, The Peter J. Tobin College of Business 1983 — 1987
BS
St.Thomas Aquinas/Bishop Ahr High School 1979 — 1983
McGraw Hill Financial March 2015 - Present
McGraw Hill Financial March 2013 - Present
Standard & Poor's May 2005 - March 2013
Standard & Poor's January 1997 - May 2005
JPMorgan Chase 1987 - 1996
Skills
Service Quality, Competitive Intelligence, Market Research, Project Management, Employee Engagement, Management, CRM, Strategy, Leadership, Program Management, Process Improvement, Product Management, Vendor Management, Performance Management, Organizational..., Market Data, Business Planning, Relationship Management, Competitive Analysis, Leadership Development, Analysis
Education
St. Francis College
Bachelor of Business Management
Freedom Mortgage May 2015 - Present
Progress BravePoint May 2015 - Present
GAF December 2014 - May 2015
HNI Corporation November 2013 - December 2014
Concur Technologies August 2012 - June 2013
JPMorgan Chase September 2011 - July 2012
Health Plan of Michigan May 2010 - July 2011
D&H DISTRIBUTING INC July 2008 - June 2009
FIRMENICH INC February 2008 - June 2008
IRON MOUNTAIN INC October 2007 - December 2007
Skills
Databases, Unix, Linux, XML, Testing, Business Intelligence, Integration, Software Development, Database Design, Requirements Analysis, Software Project..., Web Applications, HTML, SDLC, Windows, SQL, Microsoft SQL Server, Program Management, Hardware, Programming, Software Documentation, Web Services, Agile Methodologies, Systems Analysis, ERP, SharePoint, Troubleshooting, Microsoft Office, System Administration, Operating Systems, Visio, Computer Hardware, AIX, Warehousing, Visual Basic, Problem Solving, Crystal Reports, SQL Server, Application Development, Documentation, Progress 4GL
Education
New Jersey Department of Health and Senior Services 2006 — 2007
EMT, Emergency Medicine
Wagner College 1979 — 1984
Bachelor of Science, Computer Science
St. John's University
Desert Lifestyle Management December 2007 - Present
NELSON April 2005 - November 2007
Prudential Insurance 1997 - 2003
JPMorgan Chase 1986 - 1997
HSBC 1972 - 1986
Skills
Proactive Client..., Corporate Real Estate, Real Estate, Strategic Planning, Contract Negotiation, Property Management, New Business Development, Project Management, Relationship Management, Space-planning, Budgets, Relationship Marketing, CRM, Leadership, Space planning, Mergers & Acquisitions, Project Planning, Program Management
Education
St. John's University, The Peter J. Tobin College of Business 1970 — 1972
MBA, Management, Marketing
Saint John's University 1967 — 1970
BS, Marketing / Economics
University of Rochester Medical Center October 2012 - Present
University of Rochester Medical Center February 2009 - Present
Hunt Real Estate ERA, Columbus Division August 2008 - Present
JPMorgan Chase June 2002 - March 2007
JPMorgan Chase January 1982 - September 1987
Skills
Customer Service, Public Speaking, Real Estate, Strategic Planning, Leadership, Negotiation, Sales, Healthcare, Sales Management, Marketing, Investment Properties, Sellers, Management, Relocation, Event Planning
Education
Fairport High School 1974 — 1978
Saint John Fisher College
BA Dual Major, Psychology and Business
JPMorgan Chase August 2014 - Present
Skills
Mortgage Banking, Mortgage Lending, Loans, Credit, Loan Origination, Underwriting, Credit Analysis, Banking, FHA, Refinance, Fund Accounting, Accounting, Reporting & Analysis, Ad Hoc Reporting, Investment Banking, Credit Risk, Risk Assessment, Financial Risk, Business Analysis, Financial Audits, Risk Management
Education
Seaford High School
St. John's University
Bachelor of Science (B.S.), Accounting
J.P. Morgan May 2014 - Present
Goldman Sachs February 2013 - May 2014
JPMorgan Chase April 2012 - January 2013
Morgan Stanley Smith Barney July 2011 - January 2012
Project REAP September 2011 - December 2011
CB Richard Ellis January 2011 - August 2011
St. John's University Information Technology August 2009 - September 2010
St. John's University Global Microloan Program November 2009 - May 2010
St. John's University Federal Reserve Challenge September 2007 - November 2009
Hercules Realty Group June 2009 - August 2009
Skills
Financial Modeling, Finance, Analysis, Valuation, Microsoft Excel, Portfolio Management, Microsoft Office, Strategic Planning, Leadership, Investments, Management, Due Diligence, Financial Analysis, Access, Bloomberg, Salesforce.com, Economics, PowerPoint, Entrepreneurship, Management Consulting, Project Planning, Strategic Financial..., Analytics, Business Objects, Project Management, MIS, Financial Statement..., Business Strategy, CRM, Data Analysis, R, Tableau
Education
Saint John's University 2006 — 2010
Degree: Bachelor of Science, Finance
St. John's University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
JPMorgan Chase May 2011 - Present
Estee Lauder March 2001 - June 2011
Education
St. John Fisher College 2008 — 2010
MS, Human Resources Development
State University of New York College at Brockport 2001 — 2006
BS, Communication
JPMorgan Chase March 2014 - Present
Barclays Capital September 2008 - January 2014
Lehman Brothers September 1989 - September 2008
Merrill Lynch December 1985 - September 1989
Sperry Corporation August 1980 - December 1985
Skills
Project Management, Fixed Income, Investment Banking, Trading Systems, Equities, Capital Markets, Market Data, Securities, Business Objects, Business Intelligence, Sybase, Software Development, Middle Office, SDLC, Business Analysis
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
APC, Finance
Saint John's University - Peter J. Tobin College of Business 1980 — 1985
MBA, Operations Research
St. John's University 1976 — 1980
BS, Mathematics
Holy Family High School 1972 — 1976
St. Anthony of Padua
Foresters July 2015 - Present
David Lerner Associates, Inc. August 2014 - July 2015
Capital One September 2011 - January 2014
JPMorgan Chase April 1986 - September 2011
Skills
Credit, Loans, Banking, Retail Banking, Commercial Banking, Small Business Lending, Credit Cards, Relationship Management, Cross Selling, Branch Management, Branch Banking, Customer Service, Team Building, Sales, Insurance, Consumer Lending, Financial Services, Finance, Portfolio Management, Investments, Financial Analysis, Financial Planning, Mutual Funds, Series 7, Series 63, Retirement Planning
Education
St. John's University
PNC Private Client Group December 2012 - Present
JPMorgan Chase October 2002 - December 2012
Citi February 1999 - October 2002
Skills
Cross Selling, Relationship Management, Customer Service, Sales
Education
St. John's University
Associate's degree, Liberal Arts and Sciences/Liberal Studies
JPMorgan Chase November 2011 - Present
USDA, Natural Resources Conservation Service January 2011 - November 2011
Finish Line November 2002 - November 2011
Skills
Banking, Loans, Credit, Mortgage Lending, Consumer Lending, Credit Analysis, Small Business Lending, Commercial Banking, Loan Origination, Retail Banking, Commercial Lending, Mortgage Banking, Portfolio Management, Series 63
Education
St. John's University 2004 — 2008
Bachelor of Science (B.S.), Political Science and Government
JPMorgan Chase December 1998 - November 2008
JPMorgan Chase 1995 - 1998
JPMorgan Chase December 1992 - 1995
Skills
Sales, Leadership, FX Options
Education
St. John's University, New York 2007 — 2011
Bachelor of Science (BS), Finance, General
St. John's University
Bachelor's degree, Finance, General
JPMorgan Chase & Co. May 2015 - Present
JPMorgan Chase April 2012 - April 2015
JPMorgan Chase June 2011 - April 2012
JPMorgan Chase May 2008 - June 2011
Skills
Client Relations Skills, Commercial Banking, Sales, Relationship Management, Mortgage Underwriting, Consumer Lending, Small Business, Business Banking, Banking, Loans, Investments, Portfolio Management, Commercial Lending, Small Business Lending, Financial Analysis, Customer Service, Mortgage Lending, Credit
Education
Saint John Fisher College 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
SUNY Fredonia 2003 — 2007
Bachelor of Science (BS), Finance, General
Business Analyst -Project Manager March 2014 - Present
The August Group August 2014 - Present
The August Group April 2015 - Present
Dan The Consignment Man October 2000 - Present
Bankers Life and Casualty Company June 2013 - March 2014
Chase Home Finance March 1995 - October 2012
JPMorgan Chase January 1999 - October 2004
JPMorgan Chase March 1995 - January 1999
Accuprint April 1993 - June 1994
Skills
Problem..., Process Improvement, Strategic Planning, Operations Management, Troubleshooting, Microsoft Excel, Microsoft Word, Visio, Avaya Site..., Avaya IP Telephony, NICE Call Recording, Witness, Root Cause Analysis, Systems Analysis, Project Planning, Project Management, Project Coordination, MS Project, Change Management, Business Analysis, Financial Analysis, Data Analysis, Customer Service, Customer Experience, Operational Cost..., Auditing, Requirements Analysis, Requirements Gathering, Financial Reporting, Research, Software Development, Cost Benefit, Mortgage Banking, Time Management, Forecasting, Teamwork, Teaching, Technology Evaluation, Usability Testing, User Acceptance Testing, Management, Business Process..., growth mindset, Emotional Intelligence, Conscientious, Training, Community Outreach, Team Leadership, Banking, Call Centers
Education
SUNY Brockport 1982 — 1984
Studied Public Adminstration
Saint John Fisher College 1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government
Madison Commercial Real Estate Services April 2009 - Present
Liberty Title Agency September 2006 - February 2009
United General Title Insurance Company September 2005 - September 2006
JPMorgan Chase March 1999 - August 2005
Old Republic National Title Company January 1997 - March 1999
Education
Williams College 1977 — 1981
BA
St. John's University School of Law 1984 — 1987
Juris Doctor, Law
Archbishop Stepinac High School 1973 — 1977
Genesee Regional Bank August 2015 - Present
Wells Fargo Home Mortgage September 2014 - August 2015
Nothnagle Home Securities August 2013 - September 2014
JPMorgan Chase 2011 - 2013
Sprint Nextel 2010 - 2011
Skills
Mortgage Lending, Mortgage Banking, Direct Sales, Customer Retention, Cold Calling, Sales Process, Sales Operations, Solution Selling, Customer Experience, Selling, Sales, Sales Presentations, Customer Satisfaction, Account Management, Credit, Sales Management
Education
St. John Fisher College 2003 — 2007
Bachelor's degree, Economics
Fried Frank November 2014 - Present
Golub & Golub, LLP July 2013 - June 2014
Law Offices of Joe Zhou & Associates PLLC May 2012 - July 2013
Morgan Stanley September 2011 - May 2012
New York City Bankruptcy Assistance Project August 2010 - May 2011
St. John's Securities Arbitration Clinic January 2010 - May 2010
JPMorgan Chase January 2007 - September 2008
Skills
Bankruptcy, Legal Research, Compliance, Securities, Equities, Legal Writing, Immigration Law, Corporate Law, Securities Regulation, Employment-based..., Capital Markets, Westlaw, Corporate Governance, Financial Services, Distressed Debt, Debt & Equity Financing, Contract Negotiation, Tax, M&A analysis, Banking, PowerPoint, Microsoft Office, International Relations, Spanish, Due Diligence
Education
Saint John's University School of Law 2008 — 2011
Juris Doctorate
The Johns Hopkins University 2002 — 2006
BA, International Relations
University of San Martin 2005 — 2005
Study Abroad, Argentinean History, Politics, and Literature
Retro Media NYC June 2015 - Present
Memorial Sloan Kettering Cancer Center May 2014 - Present
bluGarden Events July 2014 - Present
Be Moxie September 2014 - Present
JPMorgan Chase June 2012 - May 2014
RD Legal September 2011 - March 2012
American Museum of Natural History August 2007 - January 2009
Skills
Public Relations, Marketing Communications, Broadcast Journalism, Media Production, Media Relations, Social Media Marketing, Social Media, Public Speaking, Event Planning, Creative Writing, Blogging, Strategic Planning, Market Research, Editing, Online Marketing, Advertising, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Teaching, Photoshop, HTML, Budgets, Administrative...
Education
St. John's University 2009 — 2011
Bachelor of Science, Public Relations, Advertising, and Applied Communication
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase July 2009 - February 2015
Five-Star Bank September 2008 - July 2009
Education
St. John Fisher College 2005 — 2009
Bachelor's degree, Business Administration and Management, General
Barclays Investment Bank May 2015 - Present
JPMorgan Chase January 2014 - May 2015
JP Morgan Chase March 2010 - January 2014
Deutsche Bank December 2005 - March 2010
The Bank of New York June 2000 - December 2005
Skills
Microsoft Office, Securities, Cash, Payments, Accounting, Cross Selling, Fixed Income, Customer Service, Funding, Customer Relations, Financial Reporting, Bloomberg, Access, Excel, PowerPoint, Word, Outlook, Problem Solving, FX, Microsoft Excel, FX Options, Treasury Management, Cash Management, Corporate Trust, Corporate Finance, SPSS, Settlement, Finance, Risk Management, Financial Analysis, Financial Risk
Education
Saint John's University - Peter J. Tobin College of Business 2009 — 2012
MBA, Finance, 3.53
University of Missouri-Saint Louis 1996 — 1999
Bachelors, Business Admin.
JPMorgan Chase & Co. June 2014 - Present
JPMorgan Chase January 2011 - June 2014
Skills
Customer Service, Management, Microsoft Excel, Banking, Leadership, Project Management, Sales, Business Analysis, Financial Analysis
Education
St. Gregorys University
St. Gregorys University
American Airlines October 2014 - Present
CBS Television Studios January 2014 - May 2014
St. John's University August 2013 - May 2014
JPMorgan Chase November 2013 - March 2014
St. John's University Resident Student Association September 2013 - January 2014
Swarovski June 2013 - January 2014
ClosetDash September 2013 - September 2013
StyleScan September 2013 - September 2013
Queens Public Television QPTV October 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C, Fashion, Facebook, Social Networking, Outlook, Creative Writing
Education
Saint John's University 2010 — 2014
Bachelor of Science (BS), Communication and Media Studies
St. John's University
Bachelor of Science (B.S.) in Communication Arts, Business, Legal Studies
JPMorgan Chase 2011 - Present
Complex Commercial/Financial Services Litigation 2005 - 2010
Consumer Finance and Insurance Industry 2000 - 2002
Skills
Business Strategy, Business Litigation, Leadership, Management, Risk Management, Legal Compliance, Operational Risk, Securities Litigation
Education
St. John's University School of Law 2002 — 2005
Law
American University of Paris 1999 — 2000
Religion & International Business
University of Miami 1997 — 2000
Finance
JPMorgan Chase September 2013 - Present
Foley Griffin, LLP October 2011 - September 2013
Nassau County Family Court June 2011 - August 2011
Brighter Tomorrows December 2009 - May 2011
Henry Schein September 2010 - December 2010
Walker International May 2010 - December 2010
Memorial Sloan-Kettering Cancer Center August 2006 - September 2009
Skills
Legal Research, Courts, Westlaw, Mediation, Legal Writing, Personal Injury, Family Law, Lexis, Depositions, Motions, Corporate Law, Intellectual Property, Compliance, Legal Compliance, Criminal Law, Litigation, Trials, Legal Assistance, Legal Documents, Corporate Governance, Personal Injury...
Education
Touro College Jacob D. Fuchsberg Law Center 2009 — 2012
Juris Doctor, Law
St. John's University 2001 — 2005
Bachelor of Science (BS)
Innovest Systems 2012 - Present
JPMorgan Chase 2005 - 2012
Deutsche Bank 1995 - 2004
electronic data systems 1991 - 1995
Skills
SDLC, Business Analysis, PowerPoint, Strategic Planning, Analysis, Banking, Business Requirements, Data Analysis, Financial Services, Process Improvement, Project Management, Risk Management, Requirements Analysis, Fixed Income, Equities, Management
Education
St. John's University 1987 — 1991
Bachelor of Science (B.S.), Computer Science
St. John's University 1987 — 1991
BS, Computer Science
Middlesex High School
JPMorgan Chase
Skills
Banking, Customer Service, Vendor Management, Business Analysis, Financial Services, Relationship Management, Process Improvement, Call Centers, Loans, Financial Analysis, Credit, Portfolio Management, Risk Management, Mortgage Lending, Team Building, Microsoft Office
Education
St. John's University
JPMorgan Chase July 2014 - Present
Barclays March 2013 - June 2014
Barclays April 2010 - March 2013
Morgan Stanley Smith Barney January 2006 - July 2009
Healthbridge 2002 - December 2006
Merrill Lynch 2002 - 2004
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2004
BS, Finance
JPMorgan Chase March 2007 - Present
Astoria Federal Savings August 2006 - February 2007
AirTran Airways November 2004 - July 2006
Education
St. John's University 1999 — 2003
Bachelor's Degree, Health/Health Care Administration/Management
JPMorgan Chase January 2008 - Present
JPMorgan Chase & Co. January 2001 - January 2008
Skills
Management, Process Improvement, Leadership, Business Analysis, Vendor Management, Strategic Planning, SDLC, Integration, Project Management, Program Management, Project Portfolio..., Financial Analysis, Telephony, Call Center Development, Call Center..., Genesys Framework, Microsoft Project, IT Management, IT Strategy, Information Technology, Acquisition Integration, Technology Integration
Education
William E. Simon School of Business 1994 — 1997
Master of Business Administration (M.B.A.), Finance/Information Systems
St. John Fisher College 1987 — 1990
Bachelor's degree, Business Administration and Management, General
PNC Bank 2014 - Present
Capital One Bank 2013 - 2014
JPMorgan Chase 2007 - 2013
CitiBank 2005 - 2007
JPMorgan Chase 1993 - 2005
Skills
Banking, Commercial Lending, Credit Analysis, Loans, Financial Services
Education
St. John's University 1987 — 1991
Bachelor of Science (B.S.), Business Management
Ambac Assurance Corporation 2001 - Present
JPMorgan Chase 1981 - 2001
Education
NYU School of Continuing & Professional Studies
Certificate in Forensic Accounting
St. John's University
MBA, Finance
St. John's University
BS, Finance
JPMorgan Chase 1987 - Present
Education
St. John's College
University of Michigan Law School
Citibank February 2012 - Present
Met Life Home Loans September 2010 - February 2012
Bank of America February 2009 - September 2010
JPMorgan Chase January 1992 - January 2009
Skills
Mortgage Lending, FHA, Real Estate, Refinance, Mortgage Banking, Investors, Loan Origination, Credit Analysis, Investment Properties, Loans, Residential Mortgages, Banking, Selling, Residential Homes, Credit, Underwriting, Condos, Commercial Lending, VA loans, Investments
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
MBA, Business
State University of New York College at Plattsburgh 1987 — 1990
BS, Business
Bottomline Technologies November 2009 - Present
Metavante September 2008 - April 2009
JPMorgan Chase November 2006 - August 2008
ACS, a Xerox Company January 2006 - August 2006
Skills
Quality Center, Exploratory Testing, JIRA, QA Engineering, Management, Integration Testing, Requirements Analysis, Test Cases, Software Quality..., Test Automation, Test Planning, Regression Testing, Test Management, HP Quality Center, QTP
Education
St. John's University 1999 — 2003
Bachelor of Science (B.S.), Computer Science
CoreLogic/STARS September 2010 - November 2012
JPMorgan Chase May 2009 - November 2009
Action for a Better Community, Inc. March 2004 - March 2008
FIGHT Neighborhood Computer Center May 2002 - November 2002
Minority Alumni Advisory Organization February 1997 - March 2001
Skills
Administrator, Tax Preparer, Finance, Loan Consultant, Direct Marketing, Nonprofits, Payroll, Budgets
Education
Attended St. John Fisher College
Bachelor, Management Information Systems, General
Bryant and Stratton Business Institute
Associate, Computer Programming
SUNY Brockport Equal Opportunity Institute
Associate/Certificate, Microsoft Applications/Client Technician
St. John Fisher College
Bachelor, Management
Designatronics Incorporated April 2013 - Present
Slomin's, Inc. April 2003 - February 2011
Juvenile Diabetes Research Foundation May 2001 - June 2002
JPMorgan Chase April 1996 - April 2001
Education
Saint John's University - Peter J. Tobin College of Business
BS, Business Management
BlackRock August 2007 - Present
Gannett Fleming October 2005 - July 2007
JPMorgan Chase August 2003 - February 2005
Skills
Asset Managment, Capital Markets, Due Diligence, Financial Analysis, Fixed Income, Portfolio Management, Equities, Asset Management, Real Estate Economics, Investments
Education
St. John Fisher College 2001 — 2004
B.A., Communications
Westchester Institute For Human Development February 2015 - Present
Simple Thoughts: Custom Creations & Events January 2010 - Present
The Leukemia & Lymphoma Society September 2014 - December 2014
PartyLite February 2010 - February 2014
The Leukemia & Lymphoma Society February 2012 - December 2012
JPMorgan Chase April 2008 - January 2009
Recco Home Care Service Inc. March 2004 - September 2008
Ossining Public Library February 2003 - March 2006
Skills
Fundraising, Event Planning, Event Management, Nonprofits, Volunteer Management, Public Relations, Social Media, Marketing, Marketing Communications, Social Media Marketing, Public Speaking, Community Outreach, Customer Service, Customer Service..., Social Networking, Microsoft Office, Strategic Communications, Management, Community Development, Sales, Press Releases, Time Management, Recruiting, Strategic Planning, Team Building, Networking, Organizational..., Advertising, Email Marketing, Fundraisers, Leadership Development
Education
Mercy College 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
St. John's University 2006 — 2008
International Business
CareFirst BlueCross BlueShield June 2010 - Present
KeyLogic Systems January 2009 - May 2010
Bank One March 2003 - March 2009
JPMorgan Chase 2003 - March 2009
JPMorgan Chase February 2002 - March 2009
JPMorgan Chase 2002 - March 2009
Mellon January 2000 - January 2002
Mellon Bank January 1999 - January 2002
Mellon 1998 - 2001
GreenPoint Bank January 1999 - January 2000
Skills
Program Management, Process Improvement, Project Planning, Team Building, Resource Management, Process Management, PMO, PMP, CMMI, SDLC, Project Portfolio..., MS Project, IT Strategy, PMI, Process Engineering, Change Management, Governance, Agile, IT Management, IT Governance, Portfolio Management, Process Development, Risk Management, Business Process, Agile Methodologies, SOA, Management, Vendor Management, Solution Architecture, Requirements Analysis, Requirements Gathering, Software Project..., Business Intelligence, Enterprise Architecture, Project Management, Software Development, Strategy, Business Requirements, Cross-functional Team..., Leadership, SharePoint, Process Simulation, Testing, Six Sigma, Agile Project Management, Visio, Outsourcing, Project Delivery, CRM, Business Process...
Education
SUNY Old Westbury 1987 — 1991
BS, Computer Science
State University of New York, Old Westbury 1989 — 1991
Bachelor of Science, Computer Science and Management Information System
Saint John's University 1987 — 1989
Associate of Arts and Sciences (A.A.S.), Computer Engineering
St. John's University
Associate of Arts and Sciences (A.A.S.), Computer Science
European Wax Center November 2014 - Present
Anthem Education Group (acquired by International Education Corporation in August 2014) August 2012 - November 2014
e-Builder 2010 - 2012
Office Depot 2008 - 2009
Carlson Companies / Regent Seven Seas Cruises February 2006 - March 2008
Office Depot 2005 - 2006
Datacore Software 2000 - 2004
NextEra Energy Resources (FPL Energy) 1997 - 1998
Silversea Cruises 1996 - 1997
JPMorgan Chase 1987 - 1990
Skills
Forecasting, Analysis, Financial Analysis, Financial Modeling, Finance, Budgets, Business Planning, Strategic Financial..., Financial Reporting, Strategic Planning, Process Improvement, Start-ups, Microsoft Excel, Sales Operations, Business Intelligence, Variance Analysis, Essbase, CRM, Accounts Receivable, P&L Management, Salesforce.com, Corporate Finance, ERP Implementations, Performance Management, Cost Management, Supply Chain, PowerPoint, Investments, Operations Management, Excel, Key Performance..., Credit, Ad hoc projects, Annual business planning, Profit Improvement, Certified Lean Six..., Data Modeling, Oracle Financials, Hyperion, Financial Management, Peachtree Accounting, Cash Flow Forecasting, Board Presentations, Sales Compensation, Implementing Processes, Data Mining, Data Analysis, Revenue Planning, Leadership, Financial Planning
Education
University of Florida
Master of Business Administration (M.B.A.), Finance, Matherly Scholar
St. John Fisher College
BS, Magna Cum Laude, Finance
Syracuse University
Finance and Accounting
NBCUniversal, Inc. 2014 - Present
New York Public Radio 2012 - 2014
JPMorgan Chase 2011 - 2012
Michael Page International 2011 - 2011
TheLadders.com 2007 - 2009
Skills
Talent Acquisition, Coaching, Employee Engagement, Management, Team Building, Recruiting, Talent Management, Interviews, Human Resources, Performance Management, Employee Relations, Project Management, Strategic Planning, Onboarding, Employee Training, Executive Coaching
Education
State University of New York College at Buffalo 2009 — 2011
MS, Human Services Administration
St. John Fisher College 2002 — 2006
BA, Communications / Journalism
Harvard Business School E-Learning
JPMorgan Chase October 2001 - Present
JPMorgan Chase October 2001 - 2008
Relin, Goldstein & Crane, LLP August 1999 - October 2001
Education
St. John Fisher College 1994 — 1997
Bank of America 2013 - Present
Bank of America 2012 - 2013
Bank of America 2010 - 2012
JPMorgan Chase 2010 - 2010
JPMorgan Chase 2007 - 2009
JPMorgan Chase 2006 - 2007
JPMorgan Chase 2004 - 2006
JP Morgan Chase 2003 - 2004
JPMorgan Chase 2002 - 2003
JP Morgan Chase 1997 - 2002
Skills
Telemarketing, Vendor Management, Process Analysis, Product Management, Strategic Planning, Contract Negotiation, Due Diligence, Project Management, Marketing Analytics, Financial Analysis, Financial Services, Credit Cards, Banking, Segmentation, Customer Satisfaction, Strategy, Cross-functional Team..., CRM, Analytics, Program Management, Management, Analysis, Forecasting, Leadership, Mergers & Acquisitions, Portfolio Management, Marketing, Finance, P&L Management, Pricing, Sales, Budgets, Customer Retention, Integration, Team Building, Six Sigma, Retail Banking
Education
Saint John's University - Peter J. Tobin College of Business 1990 — 1993
Bachelor of Science (B.S.), Quantitative Analysis
Saint Matthias School January 2014 - Present
Lehman Brothers Bank December 2005 - March 2008
JPMorgan Chase February 1999 - December 2005
Constantin Control Associates April 1994 - February 1999
Bankers Trust September 1990 - March 1994
Skills
Access, Account Reconciliation, Analysis, Derivatives, Finance, Portfolio Management, Accounting, Banking, Hedge Funds
Education
St. John's University, The Peter J. Tobin College of Business 1986 — 1990
Tottenville High School 1982 — 1986
JPMorgan Chase April 2013 - Present
Verizon 2010 - 2013
Merck & Co. (formerly Schering-Plough) 2005 - 2010
Pfizer Inc. (formerly Pharmacia Corporation) 1999 - 2003
Merrill Lynch 1993 - 1998
Federal Home Loan Bank of New York 1990 - 1992
US Department of Defense 1988 - 1990
Winston & Strawn LLP (formerly Cole & Deitz) 1986 - 1988
Skills
Strategic Sourcing, Contract Management, Negotiation, Process Improvement, Telecommunications, Global Sourcing, Ariba, RFP, Procurement, Supply Management, Vendor Management, Cross-functional Team..., E-procurement, Outsourcing, Contract Negotiation, Management, Sourcing, Supply Chain, Purchasing, Supply Chain Management, Strategy, Mergers & Acquisitions, Human Resources, Change Management, Six Sigma, Analysis, Leadership, Recruiting, Pricing, Training, Business Process...
Education
Saint John's University School of Law 1983 — 1986
J.D., Law
Vassar College 1979 — 1983
B.A., Italian
JPMorgan Chase August 2011 - Present
Morgan Stanley Smith Barney September 2005 - August 2011
Schulte Roth & Zabel LLP September 1997 - September 2005
Education
Saint John's University School of Law 1994 — 1997
JD
Quad/Graphics May 1997 - Present
Vertis December 2004 - January 2013
Vertis 1999 - 2004
JPMorgan Chase January 1994 - September 1996
Education
St. John Fisher College
Economics
South Twin Executive Search, LLC November 2005 - Present
JPMorgan Chase 1997 - 2000
The Gorsline Company 1994 - 1997
Skills
Medical Devices, Pharmaceutical Industry
Education
Saint John Fisher College
Bachelor of Science (BS), Management - Human Resources
JPMorgan Chase January 2014 - Present
JPMorgan Chase May 2011 - January 2014
JPMorgan Chase January 2005 - May 2011
Skills
Loans, Commercial Banking, Credit, Commercial Lending, Small Business Lending, Credit Analysis, Consumer Lending, Financial Services, Mortgage Lending, Financial Analysis, Banking, Portfolio Management
Education
St. John's University 1998 — 2003
Bachelor of Applied Science (B.A.Sc.), Management Information Systems, General
Saint John's University
JPMorgan Chase May 2007 - Present
JP Morgan May 2007 - January 2010
Bear Stearns & Company January 1996 - March 2008
Education
St. John's University 1991 — 1997
Bachelor’s Degree, Marketing
State Farm July 2012 - Present
State Farm Agent October 2008 - July 2012
JPMorgan Chase 2005 - 2008
Skills
Mortgage Lending, Insurance, Property & Casualty..., Commercial Insurance, Life Insurance, Retirement Planning, Employee Benefits, Disability Insurance, Financial Analysis, Umbrella Insurance, Underwriting, General Insurance, Long Term Care Insurance, Casualty, Professional Liability, Financial Services, Legal Liability, Term Life Insurance, Homeowners, Liability, Commercial Lines, Fixed Annuities, Long-term Care, Mutual Funds, Small Business, Workers Compensation
Education
St. John Fisher College 1984 — 1988
BS, Business Management - Finance
ASPCA August 2015 - Present
ASPCA July 2009 - June 2015
Scholastic May 2006 - November 2008
St. John's University 2004 - 2006
Time Warner Inc. 2002 - 2004
JPMorgan Chase 1998 - 2001
Skills
Marketing, Brand Management, Strategic Partnerships, Licensing, Public Relations, Marketing Research, Brand Development, Strategic Planning, Publishing, Marketing Strategy, Retail Marketing, Advertising, Social Media, Social Media Marketing, Management, Cause Marketing, Contract Negotiation, Email Marketing, CRM, Web Analytics, Digital Marketing, Integrated Marketing, Brand Marketing
Education
Saint John's University - Peter J. Tobin College of Business
BS, Marketing
Green Key Resources/ FIS Global April 2014 - March 2015
Promontory 2012 - 2013
JPMorgan Chase 2011 - 2012
Skills
Finance, Regulatory Compliance, Banking, Foreclosures, Risk Management, Financial Analysis, Financial Services, Portfolio Management, Investments, Credit, Loans, Financial Risk, Financial Modeling, Legal Compliance, Standards Compliance
Education
St. John's University 1995 — 1999
Bachelor's Degree, Finance
Nomura Securities May 2009 - Present
Barclays Capital September 2008 - May 2009
Lehman Brothers April 2007 - September 2008
Deutsche Bank August 2004 - April 2007
JPMorgan Chase October 1997 - August 2004
Skills
Swaps, Fixed Income, Derivatives, Middle Office, Trading Systems, Prime Brokerage, Capital Markets, Interest Rate..., Investment Banking, Electronic Trading, Market Data, Bloomberg, Product Control, Equity Derivatives, Interest Rate Swaps
Education
St. John's University, The Peter J. Tobin College of Business
Dept of Defense October 2011 - May 2012
JPMorgan Chase September 2010 - February 2011
Palm Coast Data July 2007 - April 2010
Volusia County 2003 - 2007
Alachua County January 2000 - January 2003
UniSource January 1999 - January 2000
Eldorado Computing January 1996 - January 1999
Citibank Arizona January 1989 - January 1995
Skills
SQL, Quality Center, COBOL, Software Documentation, JCL, Business Analysis, User Acceptance Testing, Quality Assurance, MVS, Test Planning, Analysis, Test Cases, Manual Testing
Education
St. John's University
B.A, Business Administration
Verizon February 2014 - Present
Verizon June 2009 - Present
JPMorgan Chase June 2007 - June 2008
Update Legal 2008 - 2008
Countrywide Home Loans January 2006 - May 2007
United Auto Group (Westbury Toyota) 2002 - 2006
AIG SunAmerica 2000 - 2002
Skills
Financial Analysis, Investments, Time Management, Software Documentation, E-commerce, Coaching, Accounting, Pricing, Research, Account Management, Sales Process, Salesforce.com, New Business Development, Team Building, Referrals, Business Development, Leadership, Customer Service, Sales, Microsoft Office, Finance, Analysis, Negotiation
Education
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science, Management, Business, Management, Marketing, and Related Support Services
St. John's University
Bachelor's degree, Business Administration and Management, General
DHL LAN AdminTamincoApril 2009 - Present
DHL, Information Services Americas 2007 - 2009
City of Ft. Myers 2007 - 2008
Hewlett-Packard 1999 - 2006
JPMorgan Chase 1997 - 2000
Robert Half Technology 1999 - 1999
Novartis 1997 - 1997
Apprise Software 1994 - 1996
Skills
Networking, ITIL, Technical Support, Windows Server
Education
St. Francis University
Quorum Federal Credit Union October 2007 - Present
Fremont Investment & Loan July 2003 - March 2007
JPMorgan Chase February 2003 - July 2003
Skills
Bank Secrecy Act, AML, Regulatory Affairs, Credit Unions, Compliance, Mortgage Lending, Vendor Management, Contract Management, Banking, Policy Writing
Education
New York Law School 1999 — 2002
JD, Law
St. John's University 1995 — 1998
BA, Business/Commerce, General
Assured Guaranty Corp. / Radian Asset Assurance, Inc. September 2001 - April 2015
SMBC Capital Markets, Inc. / Sakura Global Capital, Inc November 1999 - August 2001
JPMorgan Chase October 1995 - November 1999
Smith Barney Shearson October 1994 - October 1995
Skills
Accounting, Financial Reporting, Monthly Close Process, Quarterly Reporting, Annual Reports, Year-end Close, STAT, Financial Analysis, Loss Reserving, Account Reconciliation, Accounts Receivable, Bank Reconciliation, Mutual Funds, Microsoft Excel, PeopleSoft, People Skills, General Ledger
Education
St. John's University
Bachelor's Degree, Accounting
JPMorgan Chase Credit AnalystSwiss Re Asset Management2004 - 2005
Education
St. John's University, The Peter J. Tobin College of Business
MBA, International Business
JPMorgan Chase January 2013 - Present
JPMorgan Chase June 2009 - January 2013
Skills
Financial Analysis, Financial Modeling, Finance, Valuation, Financial Reporting, Financial Services, Business Analysis, Budgets, Microsoft Office, Data Analysis, Microsoft Excel, PowerPoint, Sales
Education
St. Francis College 2009 — 2011
Master of Science (M.S.), Accounting and Business/Management
St. Francis College 2005 — 2009
Bachelor of Arts (B.A.), Economics
TCE Insurance Services, Inc. June 2015 - Present
HSBC Commercial Banking March 2014 - June 2015
JPMorgan Chase June 2010 - March 2014
Skills
Banking, Credit, Investments, Loans, Account Management, Budgets, Customer Service, Marketing, Commercial Banking, Finance, Financial Analysis, Small Business, Financial Services, Small Business Lending, Risk Management, Cash Management, Insurance, Business Analysis, Relationship Management, Portfolio Management, Credit Risk, Loan Origination, Cross Selling, Business Relationship..., Credit Analysis
Education
Saint John's University - Peter J. Tobin College of Business 2006 — 2009
BS, Finance, Philosophy
BNY Mellon August 2015 - Present
JPMorgan Chase June 2013 - August 2015
JP Morgan Chase October 2010 - May 2013
State Street September 1999 - March 2009
Bankers Trust Company June 1993 - September 1999
Skills
Business Analysis, Equities, Banking, Securities, Strategic Planning, Portfolio Management, Relationship Management, Collateral Management, Management, Mutual Funds, Prime Brokerage, Finance, CRM, Corporate Trust
Education
Saint John's University
BS, Marketing and Business Management
St. John's University
Bachelor of Science (B.S.), Marketing/Marketing Management, General
First American Equipment Finance September 2015 - Present
First Niagara Bank September 2009 - September 2015
Chase Equipment Leasing Inc. 1983 - 2009
JPMorgan Chase 1983 - 2009
Chase Equipment Leasing Inc. 1983 - 2009
J.P. Morgan Leasing Inc. 1983 - 2006
Skills
Credit, Portfolio Management, Commercial Lending, Credit Analysis, Management, Loans, Finance, Financial Modeling, Commercial Banking, Credit Risk, Due Diligence, Financial Services, Investments, Loan Origination, Mergers, Sales, Small Business Lending, Structured Finance
Education
St. John Fisher College 1977 — 1981
BA, Political Science
Transwestern 2012 - Present
Queen's Boutique September 2011 - Present
Neighborhood Centers Inc. 2009 - 2010
Former NFL Player 2006 - 2009
Settlement Facility Dow Corning Trust January 2001 - May 2007
JPMorgan Chase January 1990 - May 2000
Skills
Team Building, Public Speaking, Coaching, Leadership Development, Change Management, Strategic Planning, Executive Coaching, Personal Development, Organizational..., Customer Service
Education
St. John's University
Business Administration and Management, General
University of Phoenix
JPMorgan Chase May 2014 - Present
Citi January 2013 - April 2014
Emdin & Russell, LLP July 2010 - May 2012
Kings County District Attorneys Office September 2008 - December 2009
Nyc Economic Development Corp January 2008 - August 2009
Skills
Legal Research
Education
Touro College Jacob D. Fuchsberg Law Center 2009 — 2012
J.D., Law
St. John's University 2005 — 2009
Bachelor's Degree, Legal Studies, General
WBI Investments February 2012 - Present
Shore Regional High School January 2009 - February 2012
JPMorgan Chase June 1994 - October 2008
Bear Stearns 1994 - 2008
Skills
Customer Service, Writing, Troubleshooting, Telephone Skills
Education
St. Francis College 1991 — 1994
Bachelor of Arts Degree, English
Franklin K. Lane High School
JPMorgan Chase September 2008 - Present
Washington Mutual 2003 - 2008
Alliance Funding Co. 1999 - 2002
Skills
Commercial Mortgages, Commercial Lending, Small Business Lending, Loans, Credit Analysis, Banking, Mortgage Banking, Home Equity, Credit, Mortgage Lending, Credit Risk, Portfolio Management, Loan Origination, Underwriting, Commercial Banking
Education
St. John's University
Accounting and Finance
JPMorgan Chase & Co. June 2014 - Present
JPMorgan Chase August 2011 - May 2014
JPMorgan Chase January 2010 - August 2011
PharmaSmart International December 2008 - August 2009
Skills
Banking, Financial Services, Leadership, Loans, Management, Mutual Funds, Portfolio Management, Sales, Series 63, Series 6, Financial Analysis, Finance, Microsoft Excel, Microsoft Office, PowerPoint, Competitive Analysis, Credit, Fixed Annuities, Life Insurance, Strategic Planning
Education
Rochester Institute of Technology 2011 — 2013
MBA, Accounting and Finance
Saint John Fisher College
BS, Business Administration
JPMorgan Chase September 1984 - Present
JPMorgan Chase & Co. September 1984 - Present
JPMorgan Chase September 1984 - Present
Skills
Sales execution, Change Management, Strategic Planning, Flexibility, Result Oriented
Education
St. John's University 1986 — 1988
Master's Degree, Finance, General
St. John's University 1980 — 1984
Bachelor's Degree, Business Administration and Management, General
JPMorgan Chase 2011 - Present
Education
St. John Fisher College 2007 — 2011
JPMorgan Chase April 2014 - Present
JP Morgan Chase July 2009 - April 2014
Skills
SDLC, Banking, Risk Management, Business Analysis, Financial Services, Credit, Requirements Analysis, Portfolio Management, Requirements Gathering, Vendor Management, Access, Retail Banking, Business Requirements, Analytics, PMO
Education
St. John Fisher College 2004 — 2009
Bachelor of Science (B.S.), Information Technology
TD Bank, NA November 2012 - Present
TD Securities - Singapore January 2015 - August 2015
St. John's University School of Law August 2012 - December 2014
JPMorgan Chase October 2004 - December 2012
AXA Financial December 1998 - October 2004
New York City Law Department October 1996 - December 1998
Kings County District Attorneys Office August 1992 - October 1996
Skills
Securities, Series 24, Series 7, FINRA, Mutual Funds, Series 63, Investment Advisory, Due Diligence, Insurance, Securities Regulation, Litigation, Financial Services
Education
St. John's University School of Law 1989 — 1992
JD, Law
William & Mary 1985 — 1989
BBA, Finance
Invesco US August 2015 - Present
JPMorgan Chase June 2014 - August 2015
Moody's Corporation June 2013 - June 2014
Morgan Stanley August 2008 - September 2011
Citi 2006 - 2007
Skills
Financial Modeling, Quantitative Analytics, Financial Services, Analytics, Fixed Income
Education
St. John's University, The Peter J. Tobin College of Business 2002 — 2005
BS, Finance
Canon USA November 2014 - Present
Canon USA September 2013 - November 2014
Cox Reps September 2012 - August 2013
Cox Reps April 2011 - September 2012
L'angolo Pizza and Pasta October 2005 - April 2011
JPMorgan Chase April 2009 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Social Media Marketing, Marketing, Outlook, Banking, Human Resources, Nielsen, Medialine, Media Research, Marketing Communications, Management, Sales, Advertising
Education
Saint John's University - Peter J. Tobin College of Business 2005 — 2009
Bachelor of Science, Business Management
St. John's University
Insight Global January 2012 - January 2012
JPMorgan Chase October 2010 - October 2011
Travel Cash Jamaica Limited (Member of Guardsman Group Ltd.) April 2007 - June 2010
BPM Financial Limited June 2005 - April 2007
Department of Educational Studies January 2005 - May 2005
Commuting Students’ Lounge January 2004 - December 2004
Department of Language, Linguistics & Philosophy September 2000 - June 2003
Skills
Hardware/Software..., Microsoft Office 2007, Computer Hardware..., Peripherals, Windows XP Professional, Windows 7, Desktop Support, Desktop Administration, Help Desk Management, Computer Repair, Troubleshooting, Hardware, Operating Systems, XP, Customer Relations, Workstations, Software Installation, Computer Hardware, Windows, Microsoft Office, Help Desk Support, Customer Service, Access, Technical Support, Networking, Network Administration, Windows XP
Education
University of the West Indies, Mona, Jamaica. 1994 — 2004
Bachelor of Science Degree in Computer Science, Computer Science
St. Georges College 1987 — 1994
Diploma
United Nations FCU May 2014 - Present
JPMorgan Chase October 2013 - January 2014
JPMorgan Chase October 2010 - September 2013
Morgan Stanley June 2006 - May 2010
Smith Barney January 2006 - April 2006
Skills
Asset Allocation, Investment Advisory, Series 7, Series 63, Uniform Combined State..., Securities, Mutual Funds, Fixed Income, Alternative Investments, Wealth Management, Series 65, Equities, Life Insurance, Asset Management, Portfolio Management, Investment Management, Superior Client Service, Analytical Skills, Quantitative Research, Time Management, Organization, Due Diligence, Financial Services, Multi Tasking, Microsoft Excel, PowerPoint, Communication, Adaptability, Flexibility, Prioritize Workload, High level of initiative, Teamwork, Work Well Independently, Highly detail oriented, Superior Work Ethic, Outstanding...
Education
Saint John's University - Peter J. Tobin College of Business 2002 — 2006
Bachelor of Science, Finance, 3.6
Clarke HS 1998 — 2002
High School
JPMorgan Chase
Skills
Banking, Loans, Credit, Commercial Banking, Finance, Commercial Lending, Credit Analysis
Education
St. John's University
Master of Business Administration (MBA), Finance, General
UBS July 2006 - Present
UBS July 2006 - Present
JPMorgan Chase May 2003 - June 2006
Skills
401k, Employee Benefits, Deferred Compensation, Succession Planning, Onboarding, Microsoft Office, Organizational..., Organizational Structure
Education
St. Francis College 1999 — 2003
Bachelor of Arts (B.A.), Psychology
JPMorgan Chase January 1989 - Present
Con Edison 1978 - November 1981
Education
St. John's University
Business, Management, Marketing, and Related Support Services
St. John's University
Master of Business Administration (MBA)
Roman Catholic Diocese of Brooklyn August 2011 - Present
Archdiocese of New York April 2006 - January 2010
JPMorgan Chase July 1979 - March 2006
Skills
Risk Management, Mutual Funds, Strategic Planning, Series 63, Microsoft Office, Fixed Annuities, Securities, Retirement, Public Speaking, Commercial Banking, Retirement Planning, Investments, Banking, Customer Service, Management Consulting, Nonprofits, Leadership Development, Finance, Financial Services, Volunteer Management, Leadership, Fundraising
Education
St. John's University 1982 — 1986
BS, Finance, General
Beach Channel HS & St. Rose of Li,a Elementary School 1973 — 1977
JPMorgan Chase October 2005 - Present
JPMorgan Chase & Co October 2005 - Present
Skills
Financial Analysis, Derivatives, Portfolio Management, Risk Management, Mutual Funds, Equity Research, Financial Reporting, Credit, Private Equity, Financial Markets, Securities
Education
St. John's University 1980 — 1985
Bachelor of Science (BS), Accounting and Finance
BDO USA, LLP August 2014 - July 2015
BDO USA, LLP October 2013 - July 2014
BDO USA, LLP January 2012 - September 2013
JPMorgan Chase 2008 - 2010
Smith Haven Automotive Group 2000 - 2008
Skills
R&D Tax Credits, Business Development, Accounting, Banking, Investments, Loans, Financial Services, Mortgage Lending, Insurance, Tax, Management, Financial Accounting
Education
State University of New York College at Old Westbury
Bachelor of Science
Saint John's University - Peter J. Tobin College of Business 2013 — 2013
Masters in Taxation (in progress)
NYC Health and Hospitals September 1999 - Present
JPMorgan Chase October 1994 - September 1999
Atlantic Bank of NY September 1989 - October 1994
Skills
Internal Controls, Internal Audit, Accounting, Financial Reporting, General Ledger, Accounts Payable, Financial Accounting, Accounts Receivable
Education
St. John's University
Bachelor of Science (B.S.), Accounting and Finance
W. C. Bryant H.S.
Self Employed May 2008 - Present
JPMorgan Chase May 1973 - March 2005
Education
St. Francis College 1969 — 1973
Bachelor of Science - Accounting, Business Administration, 3.0
JP Morgan Chase May 2012 - August 2012
JPMorgan Chase 2000 - 2012
Skills
Mortgage Lending, Loans, Credit Analysis, Banking, Financial Analysis, Residential Mortgages, Credit
Education
St. Francis College 1980 — 1984
Business management
Traveler's Insurance June 2012 - Present
JPMorgan Chase May 2011 - May 2012
Skills
Underwriting, Insurance, Banking, Customer Service, Financial Analysis, Microsoft Office, Access, Property & Casualty..., Commercial Insurance, Risk Management
Education
Saint John Fisher College 2007 — 2011
Bachelor of Arts (B.A.), Economics
hilton
Huntington National Bank October 2012 - Present
JPMorgan Chase November 2011 - October 2012
KeyBank March 1997 - November 2011
Skills
CAMS
Education
St. Francis University 1981 — 1984
JPMorgan Chase Bank N.A. 2013 - Present
J.P. Morgan Securities LLC (JPMS) 2011 - 2013
JPMorgan Chase 2010 - 2011
JPMorgan Chase 2008 - 2010
Education
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science (B.S.)
St. John's University September 2015 - Present
HP Realty Advisors Inc. July 2013 - Present
JPMorgan Chase & Co. June 2015 - August 2015
PwC January 2015 - March 2015
St. John's University August 2011 - January 2015
JPMorgan Chase June 2014 - August 2014
Long Island Children's Museum June 2008 - June 2014
Education
St. John's University 2015 — 2016
Master of Science (M.S.), Accounting - Audit
St. John's University 2011 — 2015
Bachelor of Science (B.S.), Accounting, Summa Cum Laude
Valley Stream North High School 2005 — 2011
High School
JPMorgan Chase July 2006 - Present
Citigroup Global Markets, Inc. January 2005 - June 2006
JPMorgan Chase April 2001 - December 2004
Skills
Series 4, Series 7, Series 24, Series 63, Series 65, NY Life & Health..., Mutual Funds, Alternative Investments, Financial Services, Financial Risk, Financial Audits, Wealth Management, Risk Management, Trading Systems
Education
St. John's University 1994 — 1998
Bachelor of Science (B.S.), Political Science
JPMorgan Chase June 2014 - Present
US Department of Homeland Security 1981 - 2012
Skills
Homeland Security, Interrogation, Enforcement, Evidence, Criminal Investigations, Counterintelligence, Criminal Justice, Private Investigations, Investigation, Internal Investigations, Counterterrorism
Education
St. John's University 1973 — 1980
Bachelor of Science (B.S.), Criminal Justice/Police Science
JPMorgan Chase & Co. 2010 - Present
JPMorgan Chase 2007 - 2009
Skills
Microsoft Excel, Business Analytics, Financial Analysis, Risk Analysis, Excellent Written and..., Evaluation of..., Ability to Multitask, Ability to Identify and..., Microsoft Word, Strong Understanding of..., Preparing Formal Reports, Strong Interpersonal..., Ability to Grasp New...
Education
St. John's University
Bachelor of Science in Accounting, Master of Science in Accounting, Magna Cum Laude
Bank of America August 2006 - Present
JPMorgan Chase April 2004 - August 2006
Skills
Formal RMA Credit...
Education
St. John's University 1993 — 1997
Bachelor of Science (B.S.), Finance
JPMorgan Chase November 1990 - Present
Skills
Financial Modeling, Financial Analysis, Human Resources, Risk Management, Analysis, Mergers & Acquisitions, Corporate Finance, Finance, Portfolio Management, Investments, Process Improvement, Banking, Management, Leadership, Financial Services
Education
St. John's University 1985 — 1989
Bachelor's degree, Accounting
J.P. Morgan March 2011 - Present
Family and Children's Association June 2003 - May 2014
JPMorgan Chase October 2007 - March 2011
Education
St. John's University 2011 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Stony Brook University 2002 — 2006
Bachelor of Science (B.S.), Psychology
JPMorgan Chase 2008 - 2013
Skills
Leadership, Analysis, Credit, Banking, Customer Service
Education
St. John's University