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
The Underwriting May 2013 - Present
JPMorgan Chase August 2011 - May 2013
Palindrome Media June 2011 - December 2012
Bain & Company June 2010 - August 2010
Farmer & Company July 2006 - June 2009
Skills
Strategy, Analysis, Publishing, Financial Modeling, Management Consulting, Social Media, Blogging, Business Strategy, Investments, Start-ups, Strategic Partnerships, Marketing Strategy, Entrepreneurship, Corporate Development, Management, Business Development, Mergers & Acquisitions, Strategic Planning
Education
Stanford Graduate School of Business 2009 — 2011
MBA
Stanford University 2002 — 2006
Bachelor of Arts, English Literature
Texas Charter Schools Association 2010 - Present
KEYETV.biz 2010 - 2010
Executive Consultant 2008 - 2010
CIT Group 2005 - 2008
Manufacturers and Traders 2002 - 2005
JPMorgan Chase 1986 - 2001
Skills
Leadership, Strategic Planning, Salesforce.com, Social Media, Process Improvement, Management, CRM, Sales Management, Public Speaking, Entrepreneurship, Training, Nonprofits, Marketing, Microsoft Excel, New Business Development, Program Management, Outlook, PowerPoint, Management Consulting, Coaching, Microsoft Word, Sales, Start-ups, SEM, Team Building, Strategy, Non-profit..., Excel, Word, Entrepreneurial..., Business Development, Marketing Strategy, SPIN Selling, Consultative Selling, Solution Selling, Relationship Management, Generating Revenue, Association Management
Education
State University of New York College at Fredonia 1982 — 1986
Bachelor of Science
Huntington National Bank December 2014 - Present
JPMorgan Chase July 2006 - December 2014
JPMorgan Chase September 2001 - July 2005
JPMorgan Chase October 2000 - July 2001
Skills
Loan Work-outs, Debt Restructuring, Credit Analysis, Commercial Lending, Commercial Banking, Credit Risk, Real Estate Economics, Loan Origination, Loan Modifications, Loans, Commercial Mortgages, Credit, Real Estate Financing, Construction Loans, Portfolio Management, Structured Finance, Lines Of Credit, Asset Based Lending, Valuation, CMBS, Securitization, Banking, Financial Analysis, Real Estate, Negotiation, Customer Service, Finance, Risk Management, Bankruptcy, Management, Mortgage Lending, Commercial Real Estate, Financial Services, Investments, Financial Risk, Due Diligence
Education
Stark State College of Technology 2013 — 2016
Pursuing Bachelors Degree, Criminal Justice/Law Enforcement Administration
Hondros College 2000 — 2000
Certified/License, Real Estate
Dignity Health May 2014 - Present
Blue Sheild of California February 2014 - May 2014
IMS Health August 2013 - January 2014
Xerox Healthcare Solutions July 2011 - August 2013
California State Personnel Board January 2011 - June 2011
JPMorgan Chase June 2009 - November 2010
Bank of America January 2008 - May 2009
RadioShack May 2007 - December 2007
Skills
Requirements Gathering, Requirements Analysis, Software Requirements, Medical Billing, Healthcare IT, Medicaid, Business Analysis, MS Project, Functional..., Healthcare Compliance, SDLC, Visio, RUP, UML, Use cases, SQL Server, SIPOC, EDI ANSI X12, XML, EMR, Data Mapping, Data Modeling, .NET, Visual Studio, HL7, Agile & Waterfall..., Data Warehousing, Business Intelligence, Project Planning, Technical Documentation, Scrum, UAT coordination, Test Planning, Test Cases, Databases, Business Process..., Crystal Reports, OLAP, Consulting, ETL, SAP BW, SAP Webi, SAP Business objects, Software Project..., Business Requirements, User Stories, Wireframes, iRise, IBM DOORS, IBM Mainframe
Education
Stanford University 2015 — 2015
Technology Enterpreneurship, Business Administration and Management, General
IIBA (International Institute of Business Analysis) 2012 — 2014
Business Analysis
HCIT (Healthcare Information Technology Certification) 2011 — 2012
Consumes River College, Electronic Medical Records (EMR) / Electronic Health Records (EHR) Configuration
The University of Texas at Arlington 2004 — 2008
Business Administration, MIS, Business Administration and Management
JPMorgan Chase August 1994 - Present
Skills
Management within..., Investor Relations, Wealth Management, Qualified Retirement..., Financial Analysis, Banking, Management, Mutual Funds
Education
Stanford University Graduate School of Business 1992 — 1994
Master of Business Administration (MBA)
Yale University 1983 — 1987
Bachelor of Arts (BA)
McKinsey & Company October 2014 - Present
Food related mobile startup June 2014 - Present
Stanford Graduate School of Business January 2014 - April 2014
Peek.com April 2013 - June 2013
The Westly Group June 2012 - September 2012
JPMorgan Chase July 2008 - July 2012
Skills
Business Strategy, Java, Objective-C, Tableau, R, Valuation, Management Consulting, SQL, Investments, Business Development, Competitive Analysis, Financial Modeling, Project Management, Project Implementation, Strategy
Education
Stanford Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Pennsylvania 2004 — 2008
Bachelor of Applied Science (B.A.Sc.), Computer Science Major and Mathematics Minor
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science (B.Sc.), Finance and Management concentrations
JPMorgan Chase August 2012 - Present
Webster Golf Club April 2008 - Present
Wegmans Food Markets June 2005 - March 2010
Skills
Credit, Time Management, Customer Service, Customer Satisfaction, Sales, Leadership, Marketing, Public Speaking
Education
State University of New York at Buffalo - School of Management 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, General
University at Buffalo, The State University of New York
Bachelor of Science, Business Administration
JPMorgan Chase November 2011 - Present
Hilton Worldwide November 2011 - January 2013
Skills
Banking, Retail Banking, Cash Management, Customer Service, Auditing, Credit Cards, Sales, Customer Satisfaction, Cash Flow, Financial Risk, PowerPoint, Microsoft Word
Education
Bayshore High
State College of Florida-Manatee-Sarasota
Discovia December 2004 - Present
Liffey Thames Group June 2002 - Present
JPMorgan Chase June 2001 - August 2001
Magicalia April 2000 - July 2000
Reuters April 1998 - April 2000
Mercer Management Consulting (now Mercer Oliver Wyman) March 1995 - April 1998
Education
Stanford University Graduate School of Business 2000 — 2002
MBA
University of Cambridge 1991 — 1994
BA
Magdalen College School, Oxford 1985 — 1990
Assets In Order March 2014 - Present
Women Exceeding March 2014 - Present
Kidney Matters 2011 - Present
JPMorgan Chase March 2014 - March 2015
JPMorgan Chase September 2012 - March 2014
Small Water Supply August 2010 - August 2012
Illinois Business Consulting January 2012 - May 2012
University of Illinois at Urbana-Champaign August 2010 - May 2011
University of Illinois at Urbana-Champaign August 2010 - December 2010
Smile Healthy January 2009 - January 2010
Skills
Organizational..., Business Networking, Non-profits, Research, Microsoft Office, Social Media Marketing, Leadership, Project Management, Manage Client..., Nonprofits, Mac, Public Relations, Marketing, Building Relationships, Relationship Management, Customer Service, Apple Macintosh, Public Speaking, Community Outreach, Entrepreneurship, Process Improvement, Social Networking, Networking, Access, PowerPoint, Strategy, Market Research, Microsoft Excel, Social Media
Education
Stanford University Graduate School of Business 2013 — 2013
Certificate in General Management, Business
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of the Arts, Communication, Senior
JPMorgan Chase 2005 - Present
Education
Stanford University
Google DeepMind June 2015 - Present
Google June 2014 - September 2014
Credit Sesame April 2014 - June 2014
JPMorgan Chase July 2011 - September 2012
JPMorgan Chase June 2010 - September 2010
MVision Private Equity Advisers August 2009 - September 2009
Skills
Mathematics, Statistics, Machine Learning, Stochastic Calculus, Investment Banking, Hedge Funds, Private Equity, Financial Modeling, Fixed Income, Derivatives, Python, Matlab, R, VBA, Bloomberg, Microsoft Excel, Analysis
Education
Stanford University 2012 — 2016
Doctor of Philosophy (PhD), Management Science and Engineering
Oxford University 2010 — 2011
MMath, Mathematics
Oxford University 2007 — 2010
BA Hons, Mathematics
Eton College 2002 — 2007
King's Scholar
AEA Federal Credit Union October 2014 - Present
JPMorgan Chase June 2009 - October 2014
CGI Communications September 2008 - June 2009
Skills
Sales, Building Relationships, Retail Banking, Business Banking, Relationship Management, Assessing Needs, Notary Public, Series 6, Series 63, Life Insurance, Management, Leadership, Team Building
Education
SUNY Fredonia 2003 — 2008
Bachelor of Science (B.S.), Public Relations, Advertising, and Applied Communication
Keller Williams Realty Atlantic Partners January 2001 - Present
All Western Mortgage September 2014 - December 2014
JPMorgan Chase May 2014 - August 2014
JPMorgan Chase January 2014 - May 2014
JPMorgan Chase August 2012 - January 2014
Bank of America May 2010 - August 2012
American Home Mortgage Servicing January 2009 - May 2010
Citi Mortgage A/K/A ABN-AMRO Mortgage Group January 2001 - December 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Real Estate License, Loan Processing, Loss Mitigation, Contract Negotiation, Purchasing Negotiation, Short Sales, Payoff and Payment..., Cash Management/Payoff..., Foreclosure Research...
Education
Rockland Commmunity College 1976 — 1978
Associate's Degree, Human Services, General
State University of New York at New Paltz
Morgan Stanley June 2014 - Present
Kappa Sigma September 2013 - June 2014
Morgan Stanley June 2013 - August 2013
US Department of the Treasury June 2012 - August 2012
JPMorgan Chase June 2011 - August 2011
Skills
Java, C++, Microsoft Excel, Bloomberg
Education
Stanford University 2010 — 2014
Bachelor of Science (B.S.), Management Science and Engineering Major, Economics Minor
American Red Cross January 2015 - Present
American Red Cross January 2014 - Present
JPMorgan Chase June 2012 - January 2014
JPMorgan Chase October 2011 - June 2012
OhioHealth September 2011 - December 2011
Shawnee State University August 2004 - May 2009
Skills
Mortgage Banking, Microsoft Excel, Data Entry, Oral & Written..., Customer Service, Third Party..., Proficient Typing Skills, Legal Documents, Creative Problem Solving, Liens, Written Correspondence, Clerical Work, Microsoft Word, Data Analysis, Title Insurance, Animal Welfare, Animal Husbandry, Administrative Work, Laboratory Skills, Research Design, Microsoft Office, Social Media, Team Building, Event Planning, Leadership, Public Speaking, Management, PowerPoint, Research, Training
Education
Shawnee State University 2004 — 2009
Bachelor of Arts in Psychology, Minor: Biology, Biological Psychology/Neuroscience, 3.7 GPA
Stark State College of Technology 2003 — 2004
Post-Secondary Program
JPMorgan Chase September 2011 - Present
JP Morgan Chase September 2009 - September 2011
Ameriprise Financial Services, Inc. May 2008 - June 2009
Education
State University of New York at New Paltz 2003 — 2007
Bachelor, Finance
JPMorgan Chase & Co. July 2012 - Present
JPMorgan Chase May 2011 - July 2012
JPMorgan Chase August 2009 - May 2011
Coventry Workers Comp Services September 2008 - July 2009
Fordham University August 2008 - June 2009
SUNY New Paltz 2004 - 2008
Skills
Business Management, Business Relationship..., Customer Relations, Customer Service, Management, Research, Banking, Market Research, Team Leadership, Teamwork, Financial Analysis, Recruiting, Microsoft Excel, Investments, Loans, Risk Management, Finance, Public Speaking, PowerPoint
Education
State University of New York at New Paltz 2004 — 2008
Bachelor of Science, Finance
JPMorgan Chase February 2012 - Present
New York State Division of Human Rights June 2008 - July 2011
Skills
Microsoft Office..., Individual and Group..., Public Speaking, Event Planning, Customer Service, Fundraising
Education
State University of New York at New Paltz 2007 — 2011
Bachelor of Arts (B.A.), Sociology
JPMorgan Chase March 2015 - Present
JPMorgan Chase - Mortgage Banking October 2011 - February 2015
JPMorgan Chase July 2011 - October 2011
SUNY Fredonia January 2011 - May 2011
SellingHive Corporation January 2011 - May 2011
SUNY Fredonia Student Association September 2009 - May 2011
The Delta Chi Fraternity, Inc. 2007 - 2011
Liberty Vineyards & Winery September 2010 - December 2010
SUNY Fredonia Student Government September 2009 - December 2010
Skills
Leadership, Analysis, Marketing, Microsoft Excel, Public Speaking, Customer Service, Project Management, Team Leadership, Program Management, Fundraising, Strategic Communications, Strategic Planning, Recruiting, Sales, Budgets, Data Analysis, Research, Strategy
Education
State University of New York College at Fredonia 2007 — 2011
Business Administration, Management
Fairport High School 2004 — 2007
The Ken Boldt Insurance Agency and Financial Group January 2012 - Present
MnM Income LLC January 2010 - Present
DnA Property Management January 2009 - Present
ABI March 2011 - January 2012
JPMorgan Chase April 2007 - March 2011
Park Cycle & Marine January 2001 - April 2007
Skills
Insurance, Investments, Retirement Planning, Financial Analysis, Financial Modeling, Commercial Insurance, Finance, Customer Service, Risk Management, Equities, Loans, Mutual Funds, Marketing, Asset Allocation, Management, Strategic Financial..., Life Insurance, Financial Risk, Sales, Credit
Education
Stark State College of Technology
sales & marketing
CSC November 2011 - Present
CSC November 2010 - November 2011
CSC March 2009 - November 2010
CSC May 2006 - March 2009
Citi September 2002 - February 2003
JPMorgan Chase September 2000 - March 2002
JPMorgan Chase June 1998 - September 2000
JPMorgan Chase March 1998 - June 1998
JPMorgan Chase January 1998 - March 1998
JPMorgan Chase December 1996 - January 1998
Skills
Unified Communications, Software Project..., Project Management, Team Leadership, Call Center Development, Customer Service..., Call Centers, Supervisory Skills, Disaster Recovery, Credit Cards, Property & Casualty..., Commercial Insurance, General Insurance, Workers Compensation, Mortgage Banking, Collections, Credit, Contact Center..., Contact Center..., Outsourcing, IT Outsourcing, Offshore Outsourcing, Aspect, Genesys, Nortel Meridian, Team Management, Process Improvement, Process Optimization, Process Management, Six Sigma, Certified Green Belt, Quality Management, Telecommunications, Telecommuting, Sales Management, Data Analysis, ACD Management, Aspect ACD, ACD, Document Drafting, Customer Service, Vendor Management, Management, Business Analysis, Integration, Strategic Planning
Education
Manatee Community College 1986 — 1989
Accounting and Finance
Sarasota High School 1982 — 1986
High School Diploma
Neuberger Berman May 2014 - Present
JPMorgan Chase December 2013 - May 2014
Tagliaferro & LoPresti, LLP June 2012 - November 2013
Touro Law Center August 2010 - May 2013
Abrams, Fensterman, Fensterman, Eisman, Formato, Ferrara & Einiger, LLP September 2012 - December 2012
Nassau County Legal Aid September 2011 - November 2011
Law Offices of Mahir S. Nisar June 2011 - August 2011
Mallilo and Grossman June 2010 - August 2010
Dany Holdstein Dance Company December 2006 - December 2007
Skills
Microsoft Office, Legal Research, Legal Writing, Securities, Legal Issues, Legal Assistance, Due Diligence, Westlaw, Corporate Law, Courts, Criminal Law, Arbitration, Commercial Litigation, Litigation, Microsoft Excel
Education
Touro College Jacob D. Fuchsberg Law Center 2010 — 2013
J.D, Banking, Corporate, Finance, and Securities Law
State University of New York at Buffalo - School of Management 2006 — 2010
Bachelor of Business Administration, Marketing; Business
BCBSNC June 2012 - Present
Blue Cross Blue Shield of North Carolina May 2006 - May 2012
Lord, Abbett & Co. LLC July 2004 - April 2006
JPMorgan Chase April 2000 - June 2004
Bankers Trust Private Banking May 1994 - April 2000
J.P. Morgan June 1988 - May 1994
Skills
Business Objects, Business Intelligence, Business Analysis, Crystal Reports, Access, Financial Services, Databases, SAS, SQL, Business Process, Requirements Gathering, Business Requirements, Change Management, Data Warehousing, SharePoint
Education
University of North Carolina at Chapel Hill 2013 — 2014
Graduate Certificate, Healthcare Informatics
University of Phoenix 2008 — 2012
Masters, Information Systems
SUNY New Paltz 1984 — 1988
Bachelors of Science, Business Management
NIKE, Inc. November 2013 - Present
NIKE, Inc. 2011 - November 2013
D.A. Davidson & Co. 2006 - 2011
Sullivan & Cromwell LLP 2005 - 2006
JPMorgan Chase 2002 - 2005
Arthur Andersen LLP 1996 - 1998
Education
Stanford Graduate School of Business 1998 — 2002
MBA, MBA
Stanford Law School 1998 — 2002
JD, Law
UCLA 1992 — 1996
BA / BA, Business Economics / Japanese
Artech Information Systems LLC November 2011 - Present
Wells Fargo September 2008 - October 2011
JPMorgan Chase April 1996 - May 2008
Education
State University of New York at Buffalo - School of Management 1984 — 1988
Finance
JPMorgan Chase September 2013 - Present
GTNexus (Formerly TradeCard) March 2000 - September 2013
American Management Systems (AMS) September 1997 - March 2000
Schick Technologies May 1997 - September 1997
Education
State University of New York - System 2005 — 2011
Bachelor of Science, Business Management and Economics
VS North
JPMorgan Chase July 2013 - Present
JPMorgan Chase June 2012 - July 2013
JPMorgan Chase May 2011 - June 2012
JP Morgan Chase June 2009 - April 2011
Ameriprise Financial September 2008 - December 2008
Skills
Mortgage Lending, Underwriting, Financial Modeling, Financial Analysis, Credit, Banking, Credit Risk, Financial Risk, Risk Management, Finance, Corporate Finance, Due Diligence, Process Improvement, Analysis, Investment Banking, Microsoft Office
Education
State University of New York at Buffalo - School of Management 2007 — 2009
MBA, Finance
State University of New York at Buffalo - School of Management 2003 — 2007
B.S., Business Administration
JPMorgan Chase & Co. July 2015 - Present
Stanford University January 2012 - June 2015
JPMorgan Chase June 2014 - August 2014
Department of Sociology, Stanford University July 2013 - January 2014
Rent The Runway September 2012 - December 2013
Stanford Ticket Office June 2013 - August 2013
Greater Houston Partnership June 2012 - August 2012
Education
Stanford University 2011 — 2015
B.A. degree, Sociology
Foothill De Anza Community College District December 2003 - Present
Foothill-De Anza Foundation 1997 - 2003
JPMorgan Chase 2000 - 2000
Citibank 1985 - 2000
City of Palo Alto 1980 - 1989
Skills
Grant Writing, Leadership Development, Community Outreach, Public Speaking, Fundraising, Philanthropy, Program Development, Strategic Planning, Non-profits, Public Policy, Nonprofits, Leadership, Policy, Event Planning, Community Development, Volunteer Management, Sustainability, Program Management, Strategy, Grants, Budgets, Workshop Facilitation, Politics, Organizational..., Economic Development, Policy Analysis, Higher Education, Community Engagement, Government, Grassroots Organizing, Public Relations, Strategic Communications, Editing, Event Management, Qualitative Research, Community Organizing, Entrepreneurship, Research, Board Development, Social Media, Political Campaigns, Training, Staff Development, Non-profit..., Social Entrepreneurship, Local Government, Land Use, Public/private..., Program Evaluation, Corporate Social...
Education
Stanford University 1958 — 1963
BA, MA
Wells Fargo Bank November 2007 - Present
SunTrust Bank 2004 - 2007
Bank of America 1998 - 2004
JPMorgan Chase 1994 - 1998
Skills
Credit Analysis, Commercial Banking, Commercial Lending, Credit Portfolio..., Financial Analysis, Financial Modeling, Term Sheets, Legal Documentation..., Loan Structuring, Financial Structuring, Portfolio Management, Middle Market, Small Business Lending, Loans, Document Review, Finance
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1993
MBA, Finance
SUNY Fredonia 1988 — 1992
BA, Business Administration
Wells Fargo Merchant Services October 2009 - Present
Chase Home Finance September 2006 - March 2009
JPMorgan Chase December 2002 - March 2009
JPMorgan Chase 2002 - 2009
Chase Home Finance January 2004 - August 2006
LUNCH EXPRESS/ CALIFORNIA CATERING January 1986 - January 2002
Lunch Express and Catering February 1986 - December 1999
Skills
Loans, Credit, Banking, Mortgage, Underwriting, Customer Service, Risk, Analysis, Business Development, Coaching, Customer Satisfaction, Financial Risk, Loan Origination, Marketing, Mortgage Banking, Mortgage Lending, Portfolio Management, Sales, Sales Management, Small Business Lending
Education
Stanford University 1979 — 1983
Undergrad, Business/Economics
Federal Reserve Bank of New York October 2010 - Present
Comforce December 2009 - November 2010
JPMorgan Chase June 2008 - July 2009
Bear Stearns July 1996 - June 2008
JP Morgan July 1985 - July 1996
Arthur Young July 1982 - July 1985
Skills
Internal Controls, Finance, Trading, Risk Management, Fixed Income, Capital Markets, Accounting, Loans, Leadership, Strategic Planning, Bloomberg, Financial Services, Financial Analysis, Financial Structuring, Portfolio Management, Credit, Financial Modeling, Hedge Funds, Management, Financial Reporting, Securities, Mergers & Acquisitions, Corporate Finance, Equities, Banking, Private Equity, Derivatives, Investment Banking, Structured Products
Education
State University of New York at Buffalo - School of Management 1981 — 1982
MBA, Accounting, Finance
State University of New York at Buffalo - School of Management 1977 — 1981
BS, Accounting, Finance
ESL Federal Credit Union August 2013 - Present
ESL Federal Credit Union June 2012 - August 2013
The August Group August 2011 - August 2012
NeighborWorks Rochester January 2009 - July 2011
Pathstone Corp ( Formerly ROI) April 1998 - December 2008
First Federal Savings and Loan Association September 1992 - November 1997
JPMorgan Chase October 1985 - September 1992
Skills
Organizational..., Grant and Contract..., Mentoring/Training, Employee Relations, Event Planning, Recruiting/Interviewing, Industry Advocacy, Grant Writing, Corporate Blogging, Microsoft Office, Grants, Community Development, Community Outreach, Program Management, Nonprofits
Education
State University of New York - System
BA, Communications
Credit One Bank April 2014 - Present
JPMorgan Chase 2007 - November 2011
JP Morgan Chase November 2007 - January 2011
Hilco Receivables 2006 - 2007
Citigroup February 2000 - March 2006
Sears, Roebuck and Co. 2001 - 2005
Chase Manhattan Corporation 1995 - 1997
Skills
SQL, Base SAS, Credit Cards, Loss Forecasting, Analytics, Forecasting, SAS, Banking, Business Strategy, Credit, Credit Risk, Predictive Analytics, Financial Risk, Predictive Modeling, Portfolio Management, Data Analysis, Business Analysis, Accounts Receivable, Military Experience, Poker, Sales, Risk Management, Financial Modeling, Financial Analysis, Financial Services, Risk Analytics, Finance
Education
Stanford University 1986 — 1990
BA, Economics
Honda of America Mfg., Inc. November 2012 - March 2014
Insight Global 2014 - 2014
JPMorgan Chase April 2012 - November 2012
UNICON International 2012 - 2012
Discover Card 2007 - 2008
Skills
Help Desk Support, SharePoint, VMware, Windows Server, Customer Service, Networking, Troubleshooting, Microsoft Office, Lotus Notes, ITIL, XP, Visio, Disaster Recovery, Technical Support, Software Installation, System Deployment, Windows 7, System Administration, Computer Hardware, Information Technology, Operating Systems, Windows, Laptops, Call Centers, VPN, Windows XP
Education
State Fair Community College 1990 — 1995
USAF Technical Training Center 1986 — 1987
JPMorgan Chase August 2013 - Present
Thumb June 2009 - June 2013
Education
DeVry University 2007 — 2010
BS, Computer Information Systems
State University 'Lviv Polytechnics' 1998 — 2002
BS, Management
S DiGiacomo & Sons, Inc. January 2007 - Present
S DiGiacomo & Sons, Inc June 1997 - January 2007
JPMorgan Chase June 1994 - June 1997
Skills
Construction Management, Construction, Contract Negotiation, Strategic Planning, Contract Management, Project Management, Contractors, Budgets, Value Engineering, New Business Development, Negotiation, Team Building, Sales Management, Renovation, Project Planning, Risk Management, Business Strategy, Business Development, Operations Management, Change Management
Education
State University of New York College of Environmental Sciences and Forestry 1992 — 1994
Bachelor of Applied Science (B.A.Sc.), Construction Management & Engineering
Syracuse University 1992 — 1994
Bachelor of Applied Science (B.A.Sc.), Construction Management & Engineering
State University of New York at Delhi 1990 — 1992
Associate of Science (A.S.), Construction Management
St Mary's H.S 1986 — 1990
Bank of Oklahoma June 2013 - Present
Bank of America April 2012 - June 2013
JPMorgan Chase February 2011 - April 2012
JPMorgan Chase April 2009 - February 2011
Skills
Sales, Communication, Great Leader, Proactive self-starter, Accountability, Coaching, Coachable, Banking, Talent Recognition, Performance Motivation, Highly motivated..., Annuity Sales, Strategic Partnerships, Attentiveness to Detail, Money Management, Client Rapport, Adaptable & a quick..., Bank Management, Personal Banking, Performance Improvement, Commercial Banking, Credit, Customer Service, Finance, Financial Analysis, Leadership, Loans, Mortgage Lending, Retail Banking, Risk Management, Credit Analysis, Relationship Management, Strategic Planning
Education
Stark State College of Technology 2004 — 2004
Dental Assisting/Assistant
Stark State College of Technology 2000 — 2000
SATMAP Inc. August 2014 - Present
Kroner Advisory Group LLC February 2013 - August 2014
American Express January 2012 - February 2013
American Express August 2008 - January 2012
American Express 2004 - 2008
American Express 1999 - 2004
American Express August 1997 - September 1999
JPMorgan Chase August 1992 - August 1995
Skills
Product Development, New Business Development, Business Strategy, Product Management, Product Innovation, P&L Responsibility, Growth Strategies, Product Lines, Executive Presentations, Strategic Negotiations, Contract Negotiation, Leadership Development, Coaching Staff, Performance Management, Marketing Strategy, Strategic Planning, Financial Analysis, Innovation Management, Innovator, Innovation Development, Rewards Programs, Credit Cards, Deposit Growth, Loyalty Programs, Full P&L Responsibility, Board of Director..., Management, Strategy, Management Consulting, Portfolio Management, Product Marketing, Banking, Entrepreneurship, Start-up Consulting, Advisory Boards, Senior Executive..., Strategic Thinking, Strategic Consulting, Direct Marketing, Digital Marketing, Partnership Marketing, Establishing Strategic..., Revenue & Profit Growth, Turnaround Experience, Product Strategies, Public Speaking, Customer Acquisition, Business Model..., Strategic Financial..., Financial Services
Education
Stanford Graduate School of Business 1995 — 1997
MBA
Wharton 1988 — 1992
B.S. Economics
Fifth Third Bank June 2014 - Present
JPMorgan Chase September 2011 - June 2014
Skills
Consumer Lending, Credit, Mortgage Lending, Loans, Banking
Education
State University of New York at New Paltz 2008 — 2009
Bachelor of Arts (B.A.), Communication, General
Quad Learning, Inc. (American Honors) January 2012 - Present
Community College of Denver 2011 - 2011
Colorado State Senate 2007 - 2011
WestRange Renewables 2008 - 2010
JPMorgan Chase 2002 - 2008
Skills
Higher Education, Contract Negotiation, Community Outreach, Project Management, E-Learning, Fundraising, Policy Analysis, Program Management, Strategic Planning, Time Management, Public Relations, Budgets, Public Policy, Training, Nonprofits, Finance, Legislative Relations, Leadership, Public Speaking, Risk Management, Policy, Research, Marketing Strategy, Politics, Consulting, Government, Event Planning, Investments, Valuation, Non-profits, Financial Modeling, Editing, Social Media, Strategy, Due Diligence, Financial Analysis, Media Relations, Mergers
Education
Stanford University 1978 — 1983
BA, Economics
Angelina & Herrick, P.C. July 2012 - Present
JPMorgan Chase January 2012 - June 2012
Chicago Lawyers' Committee for Civil Rights Under Law, Inc. 2011 - January 2012
The Michigan Office of the Attorney General, Licensing and Regulation Division January 2011 - May 2011
The Law Office of Benjamin L. Cwayna, PLLC 2010 - 2011
G.S June 2008 - August 2008
Skills
Legal Research, Family Law, Negotiation, Litigation, Legal Writing, Mediation, Arbitration, Contract Negotiation, Criminal Law, Civil Rights, Westlaw, Immigration, Appeals
Education
Western Michigan University Thomas M. Cooley Law School 2008 — 2011
Juris Doctor, Law
SUNY Fredonia 2004 — 2008
B.A., Music
Sachem North High School
The Orthodox Union June 2010 - Present
Team Wolf Productions 2010 - Present
Parkart July 2009 - Present
New York Life April 2009 - August 2009
Aegis Communications September 2008 - April 2009
JPMorgan Chase August 2007 - August 2008
Carver Federal Savings Bank November 2006 - August 2007
Skills
Troubleshooting, Windows 7, Computer Hardware, Networking, Customer Service, Technical Support, XP, Customer Support, Windows, Help Desk Support, SharePoint, Windows Server, Windows XP, Microsoft Office, Peripherals, Outlook, Analysis, Sales, CRM, Project Planning, Software Installation, Windows 8, VMware View, Active Directory..., Remote User Support
Education
State University of New York - System 2009 — 2010
Information Technology
University of Bridgeport 1998 — 2003
Bachelor of Arts, Literature & Civilizations
Havening.Org 2012 - Present
FelicianaTello.com 2008 - Present
Wachovia, A Wells Fargo Company September 2006 - April 2008
JPMorgan Chase 2003 - 2006
Bank of New York 2001 - 2003
Skills
Small Business..., Customer Service, Banking, New Business Development, Insurance, Invoicing, Finance, Budgets, Leadership, Marketing, Training, Team Building, Small Business, Sales, Credit, Time Management, Presentation Coaching, Healing, Public Speaking, Social Media, Coaching, Management
Education
State University of New York at New Paltz 1984 — 1988
Bachelor of Science (BS), Theatre/Theater
cardozo
JPMorgan Chase August 2002 - February 2010
Chase Manhattan Bank / JPMorgan Chase September 1998 - August 2002
Manufacturers Hanover Trust / Chemical Bank / Chase Manhattan Bank / (JPMorgan Chase) August 1981 - September 1998
Bell Telephone Laboratories July 1976 - August 1981
Skills
Security, Information Technology, Information Security, Business Continuity, Risk Management, Vendor Management, Disaster Recovery, Risk Assessment, IT Audit, IT Management, Security Audits
Education
State University of New York at New Paltz 1969 — 1973
B.S., Physics
JPMorgan Chase September 2012 - Present
Chester Engineers September 2011 - September 2012
Moody Nolan, Inc. May 2008 - March 2011
WD Partners January 2003 - April 2008
Miller Lecky Architects July 2001 - December 2003
State University of New York December 1998 - May 2001
Skills
R3, AutoCAD, Architecture, Submittals, BIM, Architectural Design, SketchUp, Concept Design, Construction Drawings, Green Building, Retail Design, Project Coordination, Adobe Creative Suite, Engineering, Creative Direction, CAD, Troubleshooting, Space-planning, InDesign, Sustainability, Leadership, LEED, Construction Management, Architectural Drawings, AutoCAD Architecture, LEED AP, Urban Planning, Sketching, Photoshop, Comprehensive Planning, Mixed-use, Renovation, Construction, Feasibility Studies, Sustainable Design, Revit, Rendering, Project Planning, Design Research, Residential Homes, Design Management, Interior Design, Drawing, Interior Architecture
Education
State University of New York - System 1997 — 2001
JPMorgan Chase September 2010 - Present
Founders, LLC February 2009 - Present
Vanguard January 2008 - February 2009
American Mortgage Specialist 2007 - 2008
Pacific Gold Mortgage July 2004 - March 2007
Skills
Funding, Investments, Loans, Asset Managment, Mortgage Lending, Finance, Loan Origination, Banking, Credit, Real Estate, Private Equity, Financial Modeling, Alternative Investments, Financial Analysis, Due Diligence, Entrepreneurship, Venture Capital, Underwriting, Trading, Sales, Portfolio Management, Management, Investors, Investment Properties, Mergers & Acquisitions, Investment Banking, Hedge Funds, Financial Structuring, Asset Management, Commercial Lending, Commodity, Small Business, Commercial Real Estate, Commercial Banking, Negotiation, Real Estate Transactions, Valuation, Corporate Finance
Education
Stanford University
Masters, Architechture
Drive Digital Group December 2014 - Present
JPMorgan Chase November 2011 - November 2014
Skills
SEO, Customer Service, Google Analytics, Banking, Reputation, Blogging, Microsoft Excel, Management, Google Adwords, Microsoft Office, Finance, Google Webmaster Tools, Google+, Credit, Loans, Facebook
Education
State College of Florida-Manatee-Sarasota
Associate's degree
Venice High School
ICS Solutions Group February 2015 - Present
ICS February 2015 - Present
Gannett May 2014 - August 2014
Gannett November 2012 - August 2013
JPMorgan Chase July 2011 - April 2012
Measured Progress April 2011 - June 2011
Express Scripts September 2010 - February 2011
AmeriCorps September 2007 - May 2010
SUNY Fredonia January 2003 - May 2007
Skills
Event Planning, Nonprofits, Microsoft Office, Leadership, Research, Advertising, Social Media, Data Analysis, Community Organizing, Data Entry, Networking, Adobe Creative Suite, Grant Writing, Microsoft Excel, Community Outreach, Public Speaking, Non-profits, Teaching, PowerPoint, Mac, Social Networking, Editing, Access, Higher Education, Facebook, Social Media Marketing, Ad Tracking, Workshop Facilitation, Fundraising, Blogging, Follow-through Skills, Customer Service, Presentations, Dispatching, Soft Skills, ConnectWise, Class Instruction, Resource Management, Volunteer Management, Volunteering, Work Front
Education
State University of New York College at Fredonia 2002 — 2007
BFA, Media Arts
Union Endicott High School 1998 — 2002
C1 Bank April 2015 - Present
Stonegate Mortgage Corporation (NYSE: SGM) December 2014 - March 2015
Meridian Asset Services November 2013 - December 2014
Caliber Home Loans October 2012 - September 2013
IBERIABANK September 2010 - October 2012
Security National Mortgage July 2009 - September 2010
SunTrust March 2009 - July 2009
Countrywide/Bank of America January 2009 - March 2009
JPMorgan Chase April 2007 - December 2008
Ownit Mortgage Solutions June 2005 - April 2007
Skills
Mortgage Lending, FHA, USDA, Funding, Microsoft Excel, Mortgage Banking, Construction Loans, Microsoft Word, Microsoft Office, Title Insurance, 203K, Loan Closings, Loan Servicing, Post Closing, Title Clearing, E3, VA loans, RESPA, HUD, TILA, Home Equity Loans, Legal Documents, Loan Documents, Management, Employee Training, Credit, VA Loans
Education
Manatee Community College
Business Administration and Management, General
Mortgage Bankers Assoc
Underwriting coursework
Assurant Specialty Property February 2013 - February 2015
LPL Financial February 2012 - January 2013
Walz Group, LLC. July 2011 - January 2012
JPMorgan Chase September 2008 - May 2009
Washington Mutual July 2005 - September 2008
James Consulting Company September 2001 - July 2005
FourGen 1996 - 2001
Skills
Project Management, Integration, Management, SDLC, Vendor Management, PMP, Program Management, Process Improvement, Business Analysis, Visio, PMO, Project Portfolio..., Project Delivery, Requirements Analysis, Requirements Gathering, Business Process, Software Project..., Business Process..., Cross-functional Team...
Education
Stanford University 2008 — 2009
SCPM, Project Management, Certificate of Completion
University of La Verne 1982 — 1984
BS, Business
Kenan Advantage Group August 2015 - Present
Kenan Advantage Group June 2015 - Present
JPMorgan Chase March 2013 - June 2015
JPMorgan Chase March 2010 - March 2013
First Merit Bank March 2005 - March 2010
First Merit Bank December 1996 - March 2005
Skills
Analysis, Training, Portfolio Management, Microsoft Word, Microsoft Excel, Management, Leadership, Credit Risk, Credit, Financial Risk, Accounting, Banking, Commercial Banking, Commercial Lending, Finance, Financial Analysis, Risk Management
Education
Stark State College of Technology
Bachelor of Business Administration (B.B.A.), Accounting and Finance
JPMorgan Chase May 2011 - Present
EDMvibes August 2012 - Present
LA Entertainment 2014 - Present
Skills
Business Strategy, Social Media Marketing, Event Management, Marketing Strategy, Analytics, Social Media, Event Planning, Talent Management, Financial Analysis
Education
State University of New York College at Fredonia 2005 — 2009
Marketing, Marketing/Marketing Management, General
JPMorgan Chase January 1990 - Present
Skills
Business Communications, Catering, Time Management, Teamwork, Resume Writing, Recruiting, Training Delivery, Interviews, Employee Relations, Hiring
Education
State University of New York at Buffalo - School of Management
MetLife June 2014 - Present
Bristol-Myers Squibb December 2013 - June 2014
Vanguard May 2013 - October 2013
Freelance Writer September 2011 - May 2013
MRM Worldwide February 2011 - September 2011
Results Advertising August 2010 - January 2011
ETS (Educational Testing Service) 2008 - 2010
Merrill Lynch 2005 - 2009
JPMorgan Chase June 2006 - October 2006
MultiHousing Professional Magazine 1997 - 2003
Skills
Copywriting, Publishing, Public Relations, Marketing Communications, Advertising, Journalism, Speech Writing, Newsletters, Content Development, Web Content, Direct Mail, Editorial, Creative Development, Social Media, Magazines, Blogging, Writing, SEO, Email Marketing, Online Marketing, Content Strategy, Copy Editing, Adobe Creative Suite, Information Architecture, Press Releases, InDesign, Direct Marketing, Corporate Communications, Dreamweaver, Content Creation, Creative Direction, Creative Writing, Adobe Acrobat, Research, Editing, B2B, QuarkXPress, Content Management, Brochures, Internal Communications, Photoshop, Strategic Communications, PowerPoint, Proofreading, Online Advertising, Digital Marketing, Digital Media, Creative Strategy, Marketing Copy, CMS
Education
State University of New York at New Paltz
B.A., English, Communications, Journalism
Torch Partners 2009 - Present
Desai Partners 2004 - 2009
JPMorgan Chase 2000 - 2002
Hambrecht & Quist 1995 - 2002
Apple Inc. 1994 - 1994
Milestone Partners 1992 - 1993
Morgan Stanley 1989 - 1992
Skills
Series 7, Series 63, Series 24, Mergers & Acquisitions, Capital Raising, IPO, Internet, Digital Media, E-commerce, SaaS, Start-ups, Corporate Advisory, Leadership, Strategy, Angel Investing, Venture Capital, Mergers, Corporate Development, Investments, Finance, Private Placements, Strategic Partnerships, Business Strategy, Executive Management, Management, Financial Modeling, Growth Capital, Corporate Finance, Entrepreneurship, Investment Banking, Private Equity, Business Development, Due Diligence, M&A experience, LBO, Valuation, Hedge Funds, Investor Relations, Deal Sourcing, Emerging Markets, Equity Research, Venture Financing, Equity Capital Markets, Alternative Investments
Education
Stanford University Graduate School of Business 1993 — 1995
MBA
UCLA 1984 — 1989
BS, Cybernetics
Self-employed August 2009 - Present
M&T Bank January 2008 - July 2009
JPMorgan Chase June 2007 - December 2007
IFMG February 2007 - June 2007
The Bank of New York January 1998 - October 2006
U.S. Army Military Intelligence April 1987 - April 1991
Skills
Analytical Background, Stock Market, Balance Sheet, Income Statement, Sales, Leadership, Self-motivated Team..., Goal Oriented, Trainer, Handle Multiple Projects, Independent Self-starter, Stock & Options Trading, Organized, Managerial, Integrity, Dependable Team Player, Entrepreneurial, Advising Clients, Effective Listener, Information Gathering, Public Speaking
Education
SUNY New Paltz 1993 — 1994
Bachelor of Science (BS), Business Administration/Marketing & Management
University of Maryland University College 1990 — 1993
Associate of Arts (A.A.), General Studies
TrueCommerce EDI Solutions Group July 2015 - Present
AssetNation - a Ritchie Bros. company August 2012 - July 2015
Sedgwick, Inc. April 2012 - August 2012
JPMorgan Chase November 2009 - April 2012
JPMorgan Chase March 2006 - October 2009
Luper Neidenthal & Logan May 2004 - March 2006
Invensys Controls March 2003 - March 2004
Pathlore Software, Inc. June 2000 - December 2002
Xerox Connect November 1998 - January 2000
Bayer September 1996 - October 1998
Skills
Software Project..., Business Analysis, Agile Project Management, Critical Thinking, Workflow Analysis, Strategic Communications, Scrum, Systems Analysis, Defect Life Cycle, Follow Through, Task Management, Requirements Analysis, System Requirements, Functional Requirements, Musicians, Task Completion, Requirements Management, Risk Management, Risk Assessment, User Experience, Service Level Agreements, Usability, Vendor Management, UAT coordination, Active Directory, Windows Server, Process Improvement, Quality Assurance, Security, MS Project, SDLC, Databases
Education
State University of New York College at Fredonia 1992 — 1996
BA, Communications/Business Marketing
Pittsford Mendon High School 1988 — 1992
Regents, College Prep
Gerson Lehrman Group January 2013 - Present
Gerson Lehrman Group July 2007 - December 2012
JPMorgan Chase December 2005 - June 2007
Skills
Account Management, Business Development, Sales, Marketing, Contract Negotiation, Salesforce.com, Customer Service, Market Research, Strategy
Education
State University of New York at Buffalo - School of Medicine & Biomedical Sciences 2003 — 2004
University at Buffalo 1999 — 2003
B.A., Economics, Pre-Medicine
Nichols School 1995 — 1999
CapTech May 2011 - Present
Capital One March 2009 - May 2011
Capital One 2006 - March 2009
Wachovia Securities 2006 - 2006
JPMorgan Chase 2001 - 2006
Skills
Process Engineering, Agile Methodologies, Agile Project Management, Scrum, Business Analysis, XML, Requirements Gathering, Requirements Analysis, Management Consulting, Software Project..., Visio, Systems Analysis, Change Management, Software Documentation, SDLC, Testing, Software Development, Project Management, Process Improvement, Business Requirements, Business Intelligence, Vendor Management, Strategy, Integration, Enterprise Architecture, Business Process Design, PMP, PMO, Data Modeling, Databases, Program Management, ETL, Risk Management, Leadership, Web Development, Project Portfolio..., Business Process..., Business Process..., Business Process, SQL, SOA, Oracle, Database Design, IT Strategy, User Acceptance Testing, Analysis, SharePoint, IT Management, Data Warehousing, Project Delivery
Education
State University of New York - System
BS, MIS
OneMain Financial - Citi March 2014 - Present
JPMorgan Chase January 2013 - March 2014
Student Loan Corporation - Citi September 2007 - December 2012
University of Pittsburgh June 2006 - September 2007
Ernst & Young July 2005 - June 2006
Del Monte Fresh Produce N.A., Inc September 2004 - June 2005
Deloitte May 2004 - August 2004
Skills
Mergers & Acquisitions, Securitization, Portfolio Management, Valuation, Financial Analysis, Capital Markets, Fixed Income, Credit Risk, Financial Risk, Financial Modeling, SAS, Risk Management
Education
University of Pittsburgh 2006 — 2007
Post Graduate Study, Mathematical and Computational Finance - 2007
University at Buffalo 2002 — 2004
M.A, Economics
State University of New York at Buffalo - School of Management 1998 — 2002
B.S, Financial Mathematics, Cum Laude
JPMorgan Chase February 2014 - March 2015
Citi Private Bank April 2010 - August 2013
Morgan Stanley Smith Barney June 2009 - April 2010
Citi Global Wealth Management 2002 - 2009
Goldman Sachs February 1999 - February 2002
Skills
Alternative Investments, Wealth Management, Equities, Banking, Fixed Income, Portfolio Management, Investments, Strategy, Asset Allocation, Financial Services, Hedge Funds, Securities, Capital Markets, Financial Risk
Education
Stanford University Graduate School of Business 2004 — 2004
Executive Education, Management
State University of New York College at Potsdam
Novitas Solutions, Inc. September 2014 - Present
Novitas Solutions, Inc. June 2013 - September 2014
Cahaba Safeguard Administators December 2009 - August 2012
Paychex December 2007 - August 2008
JPMorgan Chase October 2004 - December 2007
Skills
Microsoft Excel, MS Excel, MS Powerpoint, MS Word, Peachtree, TaxPro, Microsoft Word, Oracle Financials, Health Financial System..., KPM Compu-Max, Medicare Auditng, HIGLAS System, COBRA Insurance
Education
State University of New York College at Brockport 2008 — 2009
Bachelor of Science (BS), Accounting
State University of New York College at Fredonia 2000 — 2004
Bachelor of Science (BS), Business Administration (Finance)
Spencerport High 1996 — 2000
Diploma, High School/Secondary Diplomas and Certificates
Angelo Planning Group, LLC 2008 - Present
JPMorgan Chase 1993 - 2008
Chase 1994 - 2007
Skills
Mutual Funds, Wealth Management, Life Insurance, Finance, Estate Planning, Relationship Management, Insurance, Mortgage Lending, Credit, Retirement Planning, Process Improvement, Retirement, Long Term Care Insurance, NYS Partnership for...
Education
State University of New York College at Fredonia 1986 — 1990
business administration, marketing, finance
Cardinal Mooney High School, Rochester, NY 1983 — 1986
Egon Zehnder 2010 - Present
Boston Consulting Group (BCG) 2009 - 2010
Boston Consulting Group 2007 - 2009
FileNet - IBM ECM Corporation 2003 - 2005
JPMorgan Chase 2000 - 2003
Skills
Business Strategy, Strategy, Management Consulting, Start-ups, Corporate Development, Business Development, Leadership, Organizational Design, Analytics, Mergers & Acquisitions, CRM, Mergers, Strategic Thinking, Strategic Partnerships, Competitive Analysis, New Business Development, Executive Search, Entrepreneurship, Management
Education
Stanford University Graduate School of Business
MBA
University of Virginia
BS, Commerce
Bourgeon Capital January 2000 - Present
Bourgeon Capital 2000 - Present
Warburg Pincus Asset Management 1998 - 1999
JPMorgan Chase 1991 - 1997
Morgan Stanley 1984 - 1991
Jefferies & Company 1983 - 1984
Morgan Stanley Smith Barney 1980 - 1983
Education
Stanford University 1977 — 1980
Bachelor of Arts (BA), Economics and Political Science
Capital One Bank 2007 - Present
Capital One 2007 - Present
Citigroup 2004 - 2007
Citibank 2004 - 2007
JP Morgan Chase 1980 - 2004
JPMorgan Chase 1980 - 2004
Skills
Series 7, Banking, Financial Services, Relationship Management, Retail Banking
Education
State University of New York at Buffalo - School of Management 1974 — 1978
Blue Cross Blue Shield January 2006 - Present
Lord Abbet & CO LLC July 2004 - May 2006
JPMorgan Chase January 2000 - January 2004
Bankers Trust Private Banking January 1994 - January 2000
Morgan Guarantee Trust Company January 1988 - January 1994
Skills
Analytical Abilities, Business Intelligence, Business Objects
Education
University of Phoenix 2009 — 2012
Pursuing Masters, Information Systems
State University of New York at New Paltz 1984 — 1988
Bachelor of Science, Business Administration - Management
Merrill Lynch June 2010 - Present
Wachovia October 2007 - June 2010
JPMorgan Chase November 2006 - October 2007
Wells Fargo December 2004 - October 2006
Skills
Commercial Lending, Wealth Management, Credit Analysis, Series 7, Securities, Finance, Risk Management, Relationship Management, Mortgage Banking, Underwriting, High Net Worth..., Private Banking, Financial Services, Management, Wealth Management..., Small Business Lending, Investments, Credit, Banking, Loans, Retirement Planning
Education
University of South Florida 2000 — 2002
B.A., Interdisciplinary Social Sciences
State College of Florida-Manatee-Sarasota 1998 — 2000
A.A., Social Sciences
Aetna 2012 - August 2014
Nationwide Insurance July 2005 - March 2012
sanofi-aventis December 2001 - June 2005
JPMorgan Chase 2000 - 2001
DuPont Pharmaceuticals January 1998 - December 1999
All American Semiconductor October 1994 - January 1998
Computer Task Group, Division of IBM 1991 - October 1994
Skills
Project Portfolio..., PMO, SDLC, Program Management, Portfolio Management, PMI, Agile, Cross-functional Team..., Process Improvement, Management, Agile Methodologies, Project Management, Business Analysis, Strategy, Scrum, Solution Architecture, Business Intelligence, Leadership, Vendor Management, Analysis, Integration, ERP
Education
Stanford University 2008 — 2011
SCPM, Advanced Project Management Certification
University of Pennsylvania - The Wharton School 2003 — 2004
CPD, Executive Leadership Program
Tulane University 1986 — 1991
BS, Computer Information Systems
Wells Fargo Home Mortgage June 2011 - Present
JPMorgan Chase October 1994 - June 2011
Skills
Mortgage Lending, Mortgage Banking, Refinance, Investment Properties, Loan Origination, FHA financing, Loans, Credit Analysis, Residential Mortgages, Real Estate, VA loans, FHA, Credit, Mortgage Underwriting, USDA, Construction Loans, Home Equity Loans, Reverse Mortgages, Government Loans, VA Loans, Banking, Underwriting, Consumer Lending, FHA Financing
Education
State University of New York College at Fredonia 1989 — 1993
Marketing
JPMorgan Chase April 2008 - Present
Credit Suisse Securities (USA) LLC July 2003 - October 2007
Credit Suisse Securities (USA) LLC November 2000 - June 2003
Donaldson Lufkin & Jenrette November 1997 - December 2000
Morgan Stanley Dean Witter Discover Inc. June 1996 - October 1997
Skills
Fixed Income, MBS, Securities, Securitization, Structured Products, Valuation, Trading, Loans, Finance, Capital Markets, Accounting
Education
State University of New York at Buffalo - School of Management 1991 — 1995
B.S., Accounting, Finance
University at Buffalo 1991 — 1995
NBTY January 2014 - Present
Country Life Vitamins January 2010 - Present
G Dezine Ltd September 2008 - Present
JPMorgan Chase 1999 - 2006
Skills
Graphic Design, Logo Design, Illustrator, Adobe Creative Suite, Layout, InDesign, Graphics, Art Direction, Mac, Web Design, Photoshop, Trade Shows, Packaging, Adobe Acrobat, Direct Mail, Brochures, Creative Direction, Banners, Brand Development, Dreamweaver, Pre-press, QuarkXPress
Education
State University of New York - System 1992 — 1996
Baylor College of Medicine January 2015 - Present
IBM Global Business Services October 2011 - December 2014
The Lubrizol Corporation March 2013 - November 2014
Honda of Canada January 2013 - March 2013
Thomson Reuters June 2012 - March 2013
JPMorgan Chase August 2012 - October 2012
eBay Inc October 2011 - June 2012
New Era Cap November 2009 - October 2011
Cliffstar Corporation April 2009 - November 2009
Cliffstar Corporation February 2008 - March 2009
Skills
SAP, Crystal Reports, SAP R/3, SAP BI, Microsoft SQL Server, Business Objects, SAP BW, Business Analysis, SQL, EDI, Business Intelligence, ERP, Process Improvement, Web Intelligence, Visio, Project Management, Windows Server, VBA, SD, SAP Netweaver, SAP ERP, ETL
Education
State University of New York College at Fredonia 2002 — 2006
Chase May 2012 - Present
JPMorgan Chase October 2009 - May 2012
JP Morgan Chase December 1994 - October 2009
Skills
SDLC, Requirements Analysis, DB2, Visio, COBOL, Mainframe, Software Project..., SQL, Requirements Gathering, JCL, Business Analysis, Project Management, Analysis, CICS, Data Warehousing, Banking, Databases, Syncsort, Access, SharePoint, Easytrieve, Oracle, CA7, OS/390, SDSF, z/OS, Endeavor, Unix, MVS, Xpediter, Message Queue, Fileaid, Quality Center, QMF, Unix Shell Scripting, PL/SQL, REXX, ISPF, Project Delivery, SAS, IBM Utilities, VSAM, IMS DB/DC, Serena Changeman, TSO, SPUFI, ETL, Control-M, Systems Analysis, WebSphere MQ
Education
SUNY Fredonia
Capital Group February 2015 - Present
JPMorgan Chase 2012 - February 2014
Chase Card Services 2007 - 2012
Alfa-Bank 2006 - 2007
JPMorgan Chase 1999 - 2006
PNC Financial Services Group 1997 - 1999
MBNA 1993 - 1997
Skills
Emerging Markets, Program Management, Strategy, Analysis, Risk Management, Analytics, Portfolio Management, Financial Modeling, Project Management, Mergers & Acquisitions, Business Strategy, Business Development, Financial Analysis, Management Consulting, Management
Education
Stanford University 1992 — 1993
Master's degree, Russian and East European Studies (CREES)
University of Delaware 1988 — 1992
BA, International Relations
University of Texas at Austin July 2010 - Present
GridRepublic 2004 - 2014
GridRepublic 2004 - 2014
GridRepublic 2004 - 2014
JPMorgan Chase 2006 - 2010
Teach for America 2005 - 2007
CheckFree 2006 - 2006
The Ohio State University July 1998 - December 2005
Skills
Credit Risk, Fraud, Logistic Regression, Financial Risk, Business Intelligence, Analysis, Banking, Research, SAS, Statistical Modeling, Data Mining, Predictive Modeling, Data Analysis, Statistics, Analytics, Risk Management, Predictive Analytics, Strategy, Financial Modeling, Qualitative Research
Education
The Ohio State University 1999 — 2001
MAS, Statistics
Stanford University 1992 — 1998
PhD, Computer Music Research
Yale University 1986 — 1990
B.A.
Interlochen Center for the Arts
Oak Park and River Forest High School
Capital One August 2015 - Present
Citi January 2015 - August 2015
Sovereign Santander October 2012 - January 2015
JPMorgan Chase March 2011 - October 2012
JPMorgan Chase February 2010 - March 2011
JPMorgan Chase October 2007 - February 2010
Skills
Insurance, Microsoft Office, Microsoft Excel, Customer Service, Data Analysis, PowerPoint, Series 6, Onboarding, Series 63, Employee Training, Business Loans, Loans, Finance, Banking Solutions, Banking, Management, Risk Management, Investments, Analysis, Cross Selling, Financial Services, Portfolio Management, Relationship Management, Small Business Lending
Education
State University of New York at Buffalo - School of Management 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Bank of America April 2010 - Present
Barclay's Capital October 2006 - May 2010
JPMorgan Chase March 2006 - October 2006
AHRC Nassau County December 2003 - March 2006
Skills
Credit Derivatives, Fixed Income, Equities, Investment Banking, Derivatives, Capital Markets, Bloomberg, Hedge Funds, Trading Systems, Business Analysis, Structured Products, Portfolio Management, Trading
Education
State University of New York at New Paltz 1997 — 2002
Bachelor of Scinece, Computer Science
JPMorgan Chase September 2010 - Present
Oak Hill Capital 1999 - 2009
Big V ShopRite-Wakefern 1995 - 1999
Skills
Administrative..., Process Scheduler, Customer Service, Microsoft Office, Leadership, Time Management, Payroll, Microsoft Excel, Management, Office Management, Employee Relations, Budgets, Administration, Retail, Outlook, Training, Process Improvement, Expenses, Office Administration, Recruiting, Operations Management, Accounting, Customer Satisfaction, System Administration, Concur Expense Process...
Education
State University of New York - System
Nielsen & Christensen IT ManagerNielsen Media Research2005 - Present
The Nielsen Company 2005 - 2008
JPMorgan Chase 2000 - 2005
Education
State University of New York at New Paltz
Harambee Community Development Initiative October 2009 - Present
Freelance January 2006 - September 2009
JPMorgan Chase November 1996 - December 2005
Skills
Internal & External..., Executive-level..., Program Management, Project Management, Event Planning, Event Management, Strategic Planning, Corporate Events, Speech Writing, Marketing Communications, Public Relations, Strategic HR, Grant Writing, Microsoft Office, Microsoft Excel, Budgets, PowerPoint
Education
Stanford University
Bachelor of Arts (B.A.), Psychology
JPMorgan Chase January 2008 - December 2008
jpmorgan chase 1997 - 2008
Bank One 1997 - 2008
jpmorgan chase 1997 - 2008
Chase 1997 - 2008
Bank One 1997 - 2008
JPMorgan 1997 - 2008
JPMorgan Chase January 2006 - September 2007
Chase Bank January 2003 - December 2005
Bank One/Chase Bank/T/M January 2001 - January 2003
Education
State University of New York - System
BS, Psychology/Human Development
JPMorgan Chase June 1990 - Present
Skills
Banking, Credit, Portfolio Management, Financial Analysis, Commercial Banking, Risk Management, Finance, Loans, Leadership, Customer Service
Education
State University of New York at New Paltz
JPMorgan Chase February 2007 - Present
JPMorgan Chase February 2005 - February 2007
JPMorgan Chase July 2002 - February 2005
American Express June 1996 - July 2002
Dreyfus Service Corp, Mellon Bank June 1990 - 1996
Education
State University of New York - System 1986 — 1990
Wells Fargo July 2012 - Present
ComForcare Home Care September 2009 - April 2012
JPMorgan Chase September 2007 - August 2008
JP Morgan Chase 2002 - 2008
JPMorgan Chase July 2004 - August 2007
JPMorgan Chase September 2002 - June 2004
Fleet Credit Card Services 1999 - 2002
Fleet Credit Card Services 1999 - 2002
Fleet Credit Card Services / Bank of America 1999 - 2002
Citi Group 1998 - 1999
Skills
Customer Acquisition, Marketing Strategy, Customer Retention, CRM, Marketing Communications, Leadership, Analysis, Credit Cards, Direct Marketing, Strategic Planning, Segmentation, Database Marketing
Education
University of North Florida - College of Business Administration 1997 — 1998
MBA, General Business
State University of New York at New Paltz 1978 — 1982
BS, Business
HSBC July 2012 - Present
HSBC March 2010 - July 2012
HSBC July 2009 - April 2010
JPMorgan Chase March 2004 - June 2009
Skills
Finance, Banking, Small Business Lending, Commercial Banking, Relationship Management, Commercial Lending, Corporate Finance
Education
State University of New York at Buffalo - School of Management 1994 — 1998
B.S., Accounting, Finance
Bank of America Merrill Lynch May 2007 - Present
JPMorgan Chase March 2005 - May 2007
Education
State University of New York at New Paltz 1999 — 2003
International Relations
SS&C GlobeOp January 2015 - Present
SS&C GlobeOp July 2011 - December 2014
JPMORGANCHASE, Hedge Fund Services September 2009 - March 2010
SANDELMAN PARTNERS, L.P August 2007 - November 2008
SUISSE, Credit Suisse Asset Management June 2005 - August 2007
JPMorgan Chase June 2000 - June 2005
KPMG, LLP August 1998 - June 2000
BENEFICIAL MANAGEMENT CORPORATION September 1997 - August 1998
REIN & ASSOCIATES July 1996 - September 1997
Education
State University of New York at Buffalo - School of Management 1992 — 1996
B.S., Accounting
Randolph High School 1990 — 1992
Hudson Advisors LLC June 2010 - December 2013
Texas A&M University August 2008 - December 2008
JPMorgan Chase June 2007 - May 2008
ExxonMobil June 2005 - August 2005
Skills
Monte Carlo Simulation, SAS, R, Derivatives, Visual Basic, C++, SPSS, Swaptions, FX Hedging, SQL, Financial Analysis, Microsoft Excel, Statistics, Analytics, Accounting, Microsoft Office, Risk Management, PowerPoint, Business Intelligence, Financial Risk, Financial Modeling, Strategic Planning, Portfolio Management, Valuation, Banking, Bloomberg, Credit, Applied Mathematics, Investment Banking, Trading, Finance, Investments, FX Options
Education
Texas A&M University 2009 — 2013
MS, Statistics
Texas A&M University - Mays Business School 2007 — 2008
MS, Finance
Stanford University 2009 — 2011
Graduate Certificate, Data Mining and Applications
Texas A&M University 2001 — 2006
BS, Economics
University of North Texas 1999 — 2001
High School, Texas Academy of Mathematics and Science
Blackline Group, Inc. August 2009 - Present
JPMorgan Chase October 2008 - July 2009
Washington Mutual November 2002 - September 2008
Convergent Technology Group 2001 - 2002
Orbit Commerce 1997 - 2000
Browning & Clements 1991 - 1997
Skills
Mergers, Shared Services, Business Process..., Strategic Planning, Governance, Process Improvement, Acquisition Integration, Financial Services, Change Management, Financial Analysis, Financial Modeling, Finance, Mergers & Acquisitions, Strategy, Operational Excellence, Leadership, Integration, Business Intelligence, Management Consulting, Program Management, Executive Management, Management, Business Planning, SaaS
Education
Stanford University 2002 — 2002
Real Time Supply Chain, Executive Education Program
University of Illinois at Urbana-Champaign 1986 — 1990
Liberal Arts and Sciences, Biology
JPMorgan Chase April 2014 - Present
Bank of New York Mellon March 2008 - April 2014
Modern Bank NA August 2006 - March 2008
KPMG August 2005 - August 2006
Merrill Lynch November 2002 - August 2005
Skills
AML, Due Diligence, Financial Risk, OFAC, Training, USA PATRIOT Act, Anti Money Laundering, Bank Secrecy Act, Banking, Financial Services, Private Banking, Risk Management
Education
State University of New York at New Paltz 1998 — 2000
BA, Political Science
Orange County Community College 1995 — 1997
AS, Business Administration
Bluegreen Corporation March 2007 - Present
JPMorgan Chase 2000 - 2005
JP Morgan Chase 2000 - 2005
Columbia House Company May 1998 - October 2000
First Rehab Life 1989 - 1998
Skills
Database Design, Data Modeling, Databases, Performance Tuning, Relational Databases, SSIS, Data Warehousing, Business Intelligence, Database Administration, OLAP, OLTP, T-SQL, SQL, Erwin, ETL, Visio, SQL Tuning, Unix, SSAS, Data Marts, Database Management, SQL Server, Microsoft SQL Server, Oracle, Enterprise Architecture, Data Migration, Crystal Reports, SSRS, Microstrategy, Data Integration, SDLC, SharePoint, Unix Shell Scripting, IIS, PL/SQL
Education
State University of New York - System 1985 — 1990
BS, AAS, Information Technology, Engineering
Coca-Cola February 2014 - Present
Morpho Detection, Inc. October 2012 - February 2014
Morpho Detection, Inc. August 2009 - October 2012
GE December 2005 - August 2009
iD Tech Camps June 2003 - June 2005
JPMorgan Chase May 1998 - June 2002
NASA June 1994 - January 1998
Skills
Troubleshooting, Software Installation, Quality Assurance, Testing, Electronics, Leadership, Engineering, Team Building, Strategic Planning, Process Improvement, Management, Financial Reporting, Business Strategy, Analysis, Cross-functional Team..., Microsoft Office, Project Management, Technical Support
Education
University of Maryland University College 2011 — 2013
Master of Business Administration (MBA), Master Corporate Finance, 3.71
State University of New York at New Paltz 1998 — 2005
Computer Engineering, Electrical and Electronics Engineering
George Washington high School 1994 — 1998
High School Diploma
Goral Trading Company August 2012 - Present
JPMorgan Chase September 2010 - July 2012
J.P. Morgan September 2010 - July 2012
Elliptic Group, Inc. January 2004 - June 2011
Deutsche Bank March 2003 - December 2003
IAM Consulting June 1999 - February 2003
Skills
Fixed Income, Options, Equities, Trading, Commodity, Distributed Systems, Market Data, Multithreading, Quantitative Analytics, Trading System, Java, Linux, Algorithms, Financial Risk, Statistical Arbitrage, Trading Systems, Electronic Trading, High Performance..., Low Latency, Derivatives
Education
Stanford University
Ph.D., Applied Physics
The University of Texas at Austin
B.S, Physics and Mathematics
UCSF Medical Center September 2007 - June 2008
tandem/compaq/hp 2000 - 2007
Hewlett Packard 2000 - 2007
JPMorgan Chase January 1997 - 2000
safeway January 1988 - January 1990
Education
Stanford University
Computer Security
OnDeck December 2014 - Present
Capital One August 2014 - December 2014
JPMorgan Chase September 2012 - August 2014
Education
State University of New York at New Paltz 2005 — 2009
Bachelor of Science (BS), International Business
Citi October 2010 - June 2011
JPMorgan Chase January 2009 - August 2010
Talbots January 2008 - October 2008
FIDELITY INFORMATION SYSTEMS February 2007 - January 2008
MORGAN CHASE BANK February 2005 - January 2007
Verizon November 2003 - October 2004
ATT Systems March 2000 - March 2003
Equifax March 1998 - August 1999
MANITOBA TELEPHONE January 1998 - February 1998
BellSouth July 1997 - December 1997
Skills
SDLC, Vendor Management, Business Analysis, Software Project..., VSAM, COBOL, CICS, DB2, Easytrieve, Fileaid, JCL, Mainframe, MVS, TSO, Endeavor
Education
State College of Florida-Manatee-Sarasota
Associate of Arts, Finance
University of South Florida
Bachelor, Engineering Technology (BET)
Bytesurance LLC June 2009 - Present
Master Marking Co. June 2006 - Present
FlexoTech Graphics Inc. December 2003 - December 2013
PwC July 2012 - July 2012
PwC August 2009 - June 2012
JPMorgan Chase June 2008 - September 2008
Limited Brands June 2007 - September 2007
OSU Office of Information Technology May 2005 - February 2006
OfficeMax July 2003 - February 2004
ComDoc, Inc. January 2003 - February 2003
Skills
IT Audit, Sarbanes-Oxley Act, Windows, Business Process, Integration, Auditing, Information Technology, CISA, Information Security, SOX, SSAE 16, SAS70, ITIL, System Administration, IT Solutions, HIPAA
Education
The Ohio State University Fisher College of Business 2004 — 2009
Bachelors, BS MIS
Stark State College of Technology 2004 — 2005
AllianceBernstein November 2011 - Present
AllianceBernstein October 2007 - October 2011
Chase/JPMorgan February 1988 - September 2007
JPMorgan 1988 - 2007
JPMorgan Chase 1988 - 2007
Chase Manhattan Bank 1988 - 2007
Education
State University of New York at New Paltz 1983 — 1987
Finance
MacArthur HS
MacArthur HS
MacArthur HS
Hudson Heritage Federal Credit Union May 2013 - Present
Hudson Heritage Federal Credit Union May 2010 - Present
JPMorgan Chase September 2007 - April 2010
Skills
Loans, Credit, Mortgage Lending, Banking, Series 63, Consumer Lending, Small Business Lending, Commercial Lending, Credit Analysis, Commercial Banking, Loan Origination, Series 6, Investments, Retail Banking, Mutual Funds, Securities, Employee Training, Refinance
Education
State University of New York at New Paltz 2002 — 2004
Bachlors, History
Morgan Stanley December 2011 - August 2014
Morgan Stanley August 2011 - November 2011
JPMorgan Chase June 2010 - August 2010
Applied Research Labs June 2008 - May 2010
Infosys June 2009 - August 2009
Skills
C, C++, Java, Machine Learning, Python
Education
Stanford University 2014 — 2015
Master's Degree, Computer Science
The University of Texas at Austin 2007 — 2011
Bachelor of Science with Honors, Electrical and Computer Engineering
The University of Texas at Austin 2007 — 2011
Bachelor of Arts with High Honors, Economics
Morgan Stanley September 2007 - Present
MetLife 2004 - 2007
JPMorgan Chase 1998 - 2004
Saks Fifth Avenue (S5A)-New York Corporate Office 1997 - 1998
Loan Pricing Corporation (LPC)- A Reuter's Affiliate 1995 - 1997
Skills
Business Intelligence, Analytics, Business Process..., Business Strategy, CRM, Cross-functional Team..., Direct Marketing, Financial Services, Investments, Leadership, Management, Marketing, Process Improvement, Project Management, Sales, Six Sigma, Strategy, Testing, Wealth Management
Education
State University of New York - System 1991 — 1995
Bachelor of Business Administration (B.B.A.), Economics
Ramapo High School
Career Source Suncoast September 2012 - Present
Career Source Suncoast FKA 'Suncoast Workforce' April 2012 - September 2012
First Federal Bank December 2009 - October 2011
Chamber of Commerce 2010 - 2010
First State Bank Sarasota June 2007 - December 2009
Amscot January 2007 - July 2007
JPMorgan Chase February 2005 - December 2006
Skills
Customer Service, Finance, Sales, Microsoft Money, Balance, Hindi, Banking, Microsoft Excel, Microsoft Word, Deposits, Credit, Loans, Commercial Lending, Financial Analysis, Strategic Financial..., PowerPoint, Portfolio Management, Accounting, Data Analysis, Customer Satisfaction, Recruiting, Career Advise, Career Assessment, Talent Acquisition, Talent Management, Grant Writing, Coaching, Credit Analysis, Small Business Lending, Strategic Planning, Microsoft Office, Risk Management, Asset Managment, Training, New Business Development, Outlook, Underwriting, Team Leadership, Budgets, Public Speaking, Lines Of Credit, Management, Negotiation, Financial Modeling, Team Building, Consumer Lending, Commercial Banking, Operations Management, Cash Management, Social Media
Education
University of South Florida 2008 — 2010
Bachelors of Business; Associates of Arts, Finance
University of South Florida 2008 — 2010
Bachelors, Business Finance
State College of Florida-Manatee-Sarasota 2005 — 2008
AA, Business
State College of Florida 2004 — 2007
Associates of ScienceBusiness
St. Mary's 1988 — 2002
High School Diploma
JPMorgan Chase May 2000 - Present
Skills
Bloomberg, Equities
Education
Stanford University 1996 — 2000
Citi June 2014 - Present
Capital One Bank April 2013 - June 2014
JP Morgan Chase N.A December 2010 - April 2013
JPMorgan Chase March 2009 - December 2010
JPMorgan Chase June 2005 - March 2009
The Great Atlantic & Pacific Tea Co., Inc August 2004 - June 2005
Prudential Financial January 2004 - August 2004
Skills
Branch Management, Languages, Microsoft Office, Selling, Consumer Lending, Small Business Lending, Loans, Cross Selling, Credit, Mortgage Lending, Banking, Retail Banking, Commercial Lending, Commercial Banking, Mortgage Banking, Loan Origination, Credit Analysis, Series 63, Relationship Management, Series 7, Cash Management, Sales
Education
SUNY New Paltz 1996 — 2001
B.S., MARKETING
State University of New York at New Paltz 1996 — 2001
B.S, Marketing
CITYMD February 2014 - Present
JPMorgan Chase April 2011 - December 2013
New York Community Bancorp May 2008 - April 2011
FIRST EMPIRE FUNDING January 2001 - May 2008
Skills
Mortgage Lending, Refinance, Mortgage Banking, Loans, Real Estate, Underwriting, Finance, Retail Banking, Loan Origination, Management, Banking, Sales, Sales Management, Team Building, Commercial Lending, Credit, Residential Mortgages, Commercial Banking, Credit Analysis, Small Business Lending, Consumer Lending, FHA
Education
State University of New York at New Paltz 1987 — 1991
BACHELOR OF SCIENCE IN BUSINESS ADMINISTRATION (BSBA), FINANCE
Judelson, Giordano & Siegel, CPA, PC July 2006 - Present
Stanley Marks & Company LLP October 2001 - July 2006
JPMorgan Chase September 1989 - February 1993
Skills
Accounting, Tax, Auditing, Financial Reporting, Audit, Non-profits, Quickbooks, QuickBooks, Financial Analysis, Tax Accounting, Tax Preparation, CPA, Public Speaking, Nonprofits, Leadership, Budgets, Strategic Planning, Management
Education
SUNY New Paltz
Bachelor in Science, Accounting
SUNY Orange
Associate's degree, Business Administration and Management, General
monroe woodbury hs
Astoria Federal Savings June 1999 - May 2011
JPMorgan Chase October 1989 - June 1999
Skills
Banking, Loans, Credit Analysis, Credit, Small Business Lending, Retail Banking, Commercial Lending, Mortgage Lending, Consumer Lending, Management, Operations Management, Customer Service
Education
SUNY New Paltz
Berkshire Bank April 2014 - Present
Key Bank 2006 - 2013
JPMorgan Chase 1994 - 2006
Northstar / Fleet Bank (currently Bank of America) 1992 - 1994
Chase Lincoln First Bank (currently JP Morgan Chase) 1989 - 1992
Skills
Credit Analysis, Credit, Loans, Commercial Lending, Banking, Portfolio Management, Commercial Banking, Small Business Lending, Financial Analysis, Underwriting, Credit Risk, Risk Management, Treasury Management, Financial Risk, Commercial Mortgages, Lines Of Credit, Mortgage Lending
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2006
MBA, Finance
State University of New York College at Fredonia 1981 — 1985
B.S., Finance & Economics
Castle Recruiters June 2010 - Present
JPMorgan Chase 2005 - 2010
Apple Inc. 2002 - 2005
Microsoft Corporation March 2001 - June 2001
Procter & Gamble 1998 - 2000
The Boston Consulting Group July 1997 - November 1997
Education
Stanford University Graduate School of Business 2000 — 2002
MBA, General Management, Entrepreneurship
University of Massachusetts Boston 1995 — 1997
BA, Economics and Political Science
AIG April 2014 - Present
MetLife July 2013 - April 2014
Ameriprise Financial Services, Inc. March 2009 - July 2013
JPMorgan Chase November 2007 - January 2009
Skills
Strategic Planning, Business Strategy, Financial Modeling, Risk Management
Education
University of California, Berkeley 2007 — 2008
Master of Financial Engineering, Financial Engineering
Stanford University 1997 — 1998
Master of Science, Mechanical Engineering
Stanford University 1993 — 1997
Bachelor of Science, Mechanical Engineering
JPMorgan Chase October 2009 - Present
Skills
Fixed Income, Equities, Financial Modeling, Investment Banking, Valuation, Private Equity, Corporate Finance, Bloomberg, Venture Capital, Financial Structuring, Due Diligence, Emerging Markets, Equity Research, Capital Markets, Derivatives
Education
Stanford University 2005 — 2009
Bachelor of Arts, Economics
American Nicaraguan School
Ameriprise Financial Services, Inc. January 2012 - Present
JPMorgan Chase October 2003 - January 2012
Education
Stanford University 1978 — 1979
Master of Arts (M.A.), Mass Communication/Media Studies
University of Arizona 1968 — 1972
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
eBay February 2011 - Present
JPMorgan Chase March 2010 - February 2011
Yahoo! May 2009 - March 2010
Yahoo! January 2008 - May 2009
Cisco Systems January 2005 - January 2008
eBay September 2004 - January 2005
Education
Stanford University 2001 — 2005
Bachelor of Commerce (B.Com.), Computer Science
JPMorgan Chase August 2010 - Present
National City Bank August 2004 - August 2010
MetLife December 2002 - August 2004
Skills
Underwriting, Credit Analysis, Loans, Credit, Mortgage Lending, FHA, Consumer Lending, Refinance, Loan Origination, Small Business Lending, Commercial Lending
Education
Stark State College of Technology 2001 — 2003
Associate’s Degree, Banking and Financial Support Services
JPMorgan Chase June 2011 - Present
Bank of America April 2010 - June 2012
Skills
Business Professional, Mortgage Servicing, Sales Management, Event Management
Education
State College of Florida-Manatee-Sarasota
Macy's August 2014 - Present
JPMorgan Chase August 2013 - January 2014
Valencia Bakery September 2012 - January 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Project Planning, Management, Teamwork, Access, Software Documentation, Time Management
Education
Star Career Academy 2015 — 2016
Certification, Medical/Clinical Assistant, college
Year Up 2013 — 2014
Certification in Technical and Professional Development , Information Technology
Rakuten September 2011 - July 2013
JPMorgan Chase July 2010 - August 2010
KPMG July 2009 - August 2009
Skills
Cross-border..., eCommerce, Microsoft Excel, Data Analysis, PowerPoint, Negotiation, Marketing Strategy, eCommerce Strategy, Multichannel eCommerce, Japanese, Process Optimization, Data Management, International Sales, E-commerce
Education
Stanford University 2007 — 2011
Bachelor's Degree, Economics and East Asian Studies