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
Sigma Corporation May 2011 - Present
JPMorgan Chase May 2009 - May 2010
Walt Disney Company September 2007 - January 2010
Walt Disney Company May 2008 - August 2008
BARNES AND NOBLE December 2007 - April 2008
Walt Disney Company January 2007 - August 2007
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Analysis
Education
Stony Brook University 2005 — 2010
Bachelor of Science, Business Management, Accounting
Younique Products July 2014 - Present
ConvergEx Group December 2013 - Present
JPMorgan Chase April 2011 - November 2013
The Law Office of Kaufman Englett and Lynd March 2010 - March 2011
SunTrust Mortgage August 2006 - April 2010
Affordable Mortgage Solutions January 2005 - June 2006
Skills
Credit, Loans, Portfolio Management, Financial Analysis, Mortgage Lending, Banking, Financial Services, Finance, Underwriting, Loss Mitigation, Customer Satisfaction, Customer Service, Customer Escalation..., Relationship Management, Pipeline Management, Document Processing, Customer Experience, Financial Risk, Leadership, Loan Origination, Mortgage Banking, Referrals
Education
Walden University
Business Administration and Management, General
Valencia Community College
Liberal Arts and Sciences/Liberal Studies
Stony Brook University
Liberal Arts and Sciences/Liberal Studies
Douglas Elliman Real Estate November 2012 - Present
Citi Habitats August 2007 - November 2012
JPMorgan Chase July 2005 - December 2006
Skills
Real Estate, Real Estate Transactions, Sales, Sales Management, Social Media Marketing, Social Networking, Social Skills, Entrepreneurship, Direct Sales, Customer Service, Customer Satisfaction, Customer Retention, Management, Marketing, Negotiation, Marketing Strategy
Education
State University of New York at Stony Brook 2002 — 2005
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
JPMorgan Chase July 2013 - Present
Engineers Without Borders - Stony Brook University July 2012 - Present
Guthrie's Chicken January 2009 - Present
Dantech Systems, LLC 2013 - 2013
SHUPTRINE’S GOLD LEAF DESIGNS August 2011 - September 2011
Peter*Ashe Realty June 2011 - August 2011
Skills
CSS, Java, JavaScript, XHTML, VHDL, PHP, Atmel AVR, jQuery, jQuery Mobile, Eclipse, Assembly Language, Ruby, Photoshop, Microsoft Office, C/C++ STL, ActionScript, Pspice, Circuit Design, HTML 5, SQL, HTML, AJAX, Tortoise SVN, JSON, Subversion, Apache, Embedded Systems, Web Development, Object Oriented Design, Web Design, C, Agile Methodologies, SDLC
Education
Stony Brook University 2009 — 2013
Bachelor of Engineering (B.E.), Computer Engineering
BAYLOR SCHOOL 2006 — 2009
High School Diploma
Capital One July 2010 - Present
HSBC January 2006 - June 2010
JPMorgan Chase November 2003 - December 2005
Skills
Commercial Lender,..., Portfolio Management, Commercial Banking, Credit, Loans, Banking, Credit Analysis, Small Business Lending, Commercial Lending, Mortgage Lending, Treasury Management, Consumer Lending, Lines Of Credit, Credit Risk, Loan Origination, Retail Banking
Education
SUNY Stony Brook
Bachelor's degree, Economics
JPMorgan Chase October 2005 - Present
Education
Stony Brook University 2000 — 2004
Business/Managerial Economics
Selective Marketing Group August 2013 - Present
Let's Take 6 July 2013 - Present
JPMorgan Chase June 2013 - September 2014
Hall of Fame Productions, LLC May 2011 - May 2013
J.P. Morgan June 2012 - August 2012
Student Experience Strategic Planning Committee September 2010 - May 2012
Victoria's Secret May 2011 - July 2011
Finish Line February 2008 - December 2009
Skills
Social Media, Marketing, Advertising, Event Planning, Leadership, Photoshop, Social Media Marketing, Management, Digital Photography, Brand Development, Branding & Identity, Entrepreneurship, Video Editing, Customer Service, Community Outreach, Film Production, Analysis, Microsoft Office, Public Speaking, Editing, Creativity, Sales, Team Leadership, Fundraising, Time Management, Consulting, Microsoft Excel, MailChimp, Facebook, Leadership Development, Social Networking, Data Analysis, PowerPoint, Hootsuite, Teamwork, Marketing Strategy, Event Management, Nonprofits, Videography, Compliance, Legal Compliance, Video Production, Tumblr, Resume Writing
Education
State University of New York at Stony Brook 2009 — 2013
Bachelor of Science, Business Management, Finance
Saks Fifth Avenue May 2013 - Present
Saks Fifth Avenue February 2013 - May 2013
ideeli July 2012 - November 2012
Diane von Furstenberg April 2012 - July 2012
Citigroup August 2010 - February 2012
Citi February 2008 - August 2010
Citi August 2007 - January 2008
Citi July 2005 - July 2007
JPMorgan Chase December 2004 - May 2005
Skills
E-commerce, Event Producing, Merchandising, Retail, Relationship Management, Middle Office, Client Relations Skills, Business Process..., Operations Management, Business Analysis, Microsoft Office, Microsoft Excel, Omgeo Oasys, CTM
Education
Stony Brook University 2001 — 2005
Bachelor of Science (B.S.), Business Administration, Management and Operations
at home August 2011 - Present
JPMorgan Chase December 1996 - July 2011
Consultant September 1996 - December 1996
Citibank June 1994 - September 1996
Practicing Law Institute March 1993 - June 1994
Consultant June 1991 - March 1993
Fox-Pitt, Kelton September 1990 - June 1991
Merrill Lynch September 1984 - September 1990
Russell & Company October 1982 - August 1984
Skills
Vendor Management, Business Continuity, Asset Managment, Incident Management, Disaster Recovery, Service Delivery, IT Management, IT Operations, Business Analysis, Program Management, IT Strategy, Process Improvement, ITIL, Hardware, Active Directory, Networking, XP, Servers, Asset Management, Integration, System Administration, Management, Technical Support, Help Desk Support, System Deployment, Training, Infrastructure, Visio, Windows, Access, Databases, Software Documentation, Testing, Software Installation, Security, Data Center, Outsourcing, HP, Leadership, WAN, IT Service Management, PMO, Enterprise Architecture, Information Technology, Project Portfolio..., PMP, Windows XP, Operating Systems, Project Delivery, SLA
Education
State University of New York at Stony Brook 1973 — 1975
B.S, Psychology
New York Presbyterian Hospital January 2010 - Present
N/A 2013 - 2013
JPMorgan Chase June 2008 - January 2010
Skills
Hazardous Materials, PowerPoint, Microsoft Office, Hospitals, Training, Software Documentation, Risk Assessment, Patient Safety, Healthcare, Healthcare Management, Analysis, Policy, Occupational Health
Education
Stony Brook University 2003 — 2008
Bachelor of Science (BS), Health Science
United States Air Force March 2014 - Present
BlueCross BlueShield of Texas June 2013 - January 2014
JPMorgan Chase December 2009 - March 2013
Best Buy September 2004 - January 2010
Skills
Six Sigma Yellow Belt, Finra Series 6..., Finra Series 63..., Texas State Life..., Financial Analysis, Finance, Microsoft Excel, Banking, Credit, Accounting, Customer Service, Loans, Financial Reporting, Management, Training
Education
The University of Texas at Dallas 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance, 3.89
The University of Texas at Dallas 2011 — 2012
Master of Science (MS), Healthcare Management, 3.89
The University of Texas at Dallas 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Stony Brook University
Coalytics September 2014 - Present
Glass Capital Research Inc. August 2013 - Present
Credit Suisse September 2012 - August 2013
Credit Suisse September 2011 - September 2012
JPMorgan Chase August 2010 - September 2011
JPMorgan Chase September 2009 - August 2010
JP Morgan May 2007 - November 2009
Skills
Financial Modeling, Fixed Income, Microsoft Excel, Risk Management, Microsoft Office, MySQL, Investments, Equities, C#, Equity Trading, Trading, Finance, Excel, C++, Database Administration, Portfolio Management, Algorithm Development, Financial Risk, Asset Management, Python, Trading Systems, Front Office, Bloomberg, Electronic Trading, Neo4j, Esper, Natural Language..., Derivatives
Education
Stony Brook University 2004 — 2008
B.A., Psychology, Business
Ward Melville HS 2001 — 2004
Bank of New York Mellon June 1998 - December 2013
JPMorgan Chase February 1991 - June 1998
Skills
Trading Systems, Equities, Derivatives, Capital Markets, Credit Derivatives, Electronic Trading, Fixed Income, Equity Derivatives, Linux, Bash, Unix Shell Scripting, Securities, Business Analysis, Financial Markets, Swaps, Vendor Management, Risk Management, Databases, Analysis, SDLC, Financial Services
Education
Pace University 2015 — 2015
Linux System Administration I
Syracuse University 1987 — 1989
Computer Science
State University of New York at Stony Brook 1983 — 1987
B.S., Applied Math and Statistics
Stuyvesant High School 1980 — 1983
Citi February 2014 - Present
JPMorgan Chase December 2012 - February 2014
JP Morgan Chase September 2010 - December 2012
Citizens Bank June 2009 - August 2010
Swarovski August 2008 - August 2010
Skills
Retail Banking, Investments, Banking, Finance, Financial Analysis, Financial Modeling, Sales, Risk Management
Education
Stony Brook University 2007 — 2010
Bachelor's degree, Business/Managerial Economics
Stony Brook University 2006 — 2009
Bachelor of Business Administration (BBA), Economics
Sagemark Consulting February 2005 - Present
JPMorgan Chase June 2003 - November 2004
Morgan Stanley November 1998 - June 2003
Merrill Lynch August 1993 - November 1998
Skills
Estate Planning, Retirement, Insurance, Investments, Succession Planning, Entertainment, Sports, Legacy Systems, Financial Planners, Wealth, Financial Services, Personal Finance, Finance
Education
NYU Stern School of Business 2001 — 2003
CFP
SUNY Stony Brook 1977 — 1981
BA, Psychology
Morgan Stanley Private Bank June 2013 - Present
Morgan Stanley Wealth Management May 2011 - June 2013
JPMorganChase December 2009 - May 2011
JPMorgan Chase January 2008 - December 2009
Skills
Series 63, Series 7, Life, Accident, and..., FINRA, Wealth Management..., Customer Service, Financial Services, Investments, Portfolio Management, Analysis, Financial Advisory, Finance, Private Banking, Equities, Fixed Income, CRM, Securities, Financial Analysis, Loans, Banking
Education
SUNY Stony Brook 2005 — 2009
BACHELORS, ECONOMICS
Citibank April 2014 - Present
Bank of America June 2005 - April 2014
JPMorgan Chase October 2001 - June 2005
Skills
Management, Performance Management, Sales, Customer Service, Teamwork, Retail Banking, Banking, Customer Satisfaction, Leadership, Coaching, Portfolio Management, Sales Management, Commercial Banking, Credit, Credit Analysis, Mortgage Lending, Risk Management
Education
Stony Brook University
Bachelor's degree, English Language and Literature, General
Stony Brook University
Bachelor of Arts (B.A.), English Language and Literature, General
FactSet August 2015 - Present
Stony Brook University September 2013 - May 2015
JPMorgan Chase June 2014 - August 2014
Cognizant Technology Solutions June 2012 - May 2013
College of Engineering and Applied Science of Stony Brook University May 2011 - May 2012
Academic & Pre-Professional Advising Center, Stony Brook University January 2011 - May 2012
Department of Computer Science, Stony Brook University September 2010 - January 2011
Applied Mathematics and Statistics Department, Stony Brook University June 2010 - August 2010
State University of New York May 2009 - May 2010
Undergraduate Student Government at Stony Brook January 2008 - May 2009
Skills
ASP.NET, C#, Microsoft SQL Server, Java, Spring Framework, Hibernate, JSP, Servlets, MySQL, JavaScript, Python, HTML, C++, C, Databases, Microsoft Excel, PostgreSQL
Education
Stony Brook University 2013 — 2015
Master of Science (M.S.)
State University of New York at Stony Brook 2007 — 2012
B.S
Stony Brook University 2007 — 2012
B.S.
Texas Instruments PresidentEta Kappa Nu
Texas Instruments June 2011 - August 2011
Eta Kappa Nu (HKN), Stony Brook University June 2010 - May 2011
JPMorgan Chase June 2010 - August 2010
Department of Electrical and Computer Engineering, Stony Brook University January 2010 - May 2010
Star Locks, Inc June 2008 - August 2008
Skills
C, Electrical Engineering, Embedded Systems, Pspice, Algorithms, C++, FPGA, VHDL, Simulations
Education
Stony Brook University 2008 — 2012
Bachelor of Engineering
Université de Paul Valéry 2009 — 2009
Bethpage Federal Credit Union April 2008 - Present
JP Morgan Chase August 1978 - November 2005
JPMorgan Chase 1999 - 2005
Skills
Project Management, Analysis, Banking, Credit Unions, Vendor Management, Process Improvement, Risk Management, Credit Cards, Business Analysis, Program Management, Strategic Planning, Financial Services, Project Planning, Business Process, SDLC, Credit Risk, Analytics, CRM, Leadership, Credit, Integration, Management, ITIL, Finance
Education
Stony Brook University 1976 — 1978
Holy Trinity High School 1973 — 1976
NTT DATA 2009 - Present
JPMorgan Chase - Chase Auto Finance 1998 - 2008
Chase 1982 - 2008
JPMorgan Chase 1982 - 2008
American Airlines 1977 - 1982
Education
Stony Brook University 2009 — 2009
Certificate, Business Analyst
HSBC Retail Banking and Wealth Management February 2015 - Present
JPMorgan Chase March 2012 - March 2015
JPMorgan Chase March 2010 - March 2012
MetLife Securities Inc. December 2009 - January 2010
JPMorgan Chase September 2006 - June 2009
Skills
Private Banking, Customer Retention, Positive Team Player, Client Presentation, Coaching, excellent communication, Client Profiling
Education
State University of New York at Stony Brook 2003 — 2006
Business Management, Business Administration and Management, General
JPMorgan Chase July 2014 - Present
Stony Brook University August 2012 - December 2013
JPMorgan Chase June 2013 - August 2013
Stony Brook University June 2012 - August 2012
Stony Brook University September 2011 - August 2012
Skills
Microsoft Office, HTML, C++ Language, Pspice, Electrical Engineering, Digital Electronics, Cadence, Microsoft Excel, PowerPoint, OrCAD Capture CIS, Atmel AVR, C, Analysis, Programming, C++, Matlab, Microsoft PowerPoint
Education
SUNY Stony Brook 2010 — 2014
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Brooklyn Technical High School 2006 — 2010
Computer Science Major
JPMorgan Chase June 2013 - Present
Bank of America May 2011 - May 2013
Bank of America June 2009 - May 2011
Skills
Human Resources, Employee Relations, HRIS, HR Policies, Banking, Compensation, Building Relationships, Program Management, Investment Banking, Conflict Resolution, Onboarding, Deferred Compensation, Performance Management, Succession Planning, Workforce Planning, Employee Benefits, Coaching, PeopleSoft, Project Management, Financial Services, Payroll, Executive Pay, Data Analysis, Microsoft Excel
Education
State University of New York at Stony Brook
Bachelor of Arts (B.A.)
JPMorgan Chase June 2013 - Present
JPMorgan Chase November 2004 - May 2013
JPMorgan Chase October 2002 - October 2004
JPMorgan Chase January 2001 - September 2002
JPMorgan Chase June 1998 - December 2000
JPMorgan Chase February 1983 - May 1998
Skills
Employee Surveys, Benchmarking, Employee Research, Financial Analysis, Project Management, Cost Allocation, HR Metrics, Financial Metrics, Vendor Management, Analysis, Employee Relations, Business Process..., Human Resources, Leadership, Budgets, Analytics, Employee Engagement, Succession Planning, Managerial Finance, Management, Finance, Mergers & Acquisitions, Financial Reporting, Risk Management, Portfolio Management
Education
SUNY Albany
MBA, Finance, General
SUNY Stony Brook
Bachelor's degree, Economics
JPMorgan Chase January 2012 - Present
New York Life Insurance Company July 2010 - January 2012
Aegis Communications 2011 - 2011
7-11 Corporation 2007 - January 2010
Education
Stony Brook University 2002 — 2008
Business & Health Science, Finance & Public Health
JPMorgan Chase June 2008 - Present
Bear Stearns December 2007 - June 2008
Wachovia Securities January 2007 - December 2007
Skills
Quantitative Finance, Commodities, Equity Derivatives, Structured Products, Fixed Income, Interest Rate..., Investment Banking, ABS, CMBS, MBS, Python NumPy/SciPy, Numerical Methods, Financial Risk, Credit Risk, Bloomberg, Structured Finance, Options, VBA, Commodity
Education
Stony Brook University 2001 — 2006
PhD, Theoretical Physics
St. Petersburg State University 1995 — 2000
M.S., Theoretical Physics
JPMorgan Chase October 2013 - Present
JPMorgan Chase June 2010 - October 2013
JPMorgan Chase September 2007 - June 2010
Citi May 2006 - September 2007
AApex Mortgage January 2004 - May 2006
Skills
Banking, Asset Managment, Accounting, Financial Planners, Derivatives, Customer Satisfaction, Investment Banking, Financial Services, Call Centers, Valuation, Asset Management, Customer Service, Business Development, Microsoft Excel, Equities, Credit, Investments, Account Management, Financial Risk, Relationship Management, Management, Finance, New Business Development, Securities, Middle Office, Risk Management, Strategic Planning, Financial Analysis, Fund Accounting, Financial Markets, Auditing
Education
State University of New York at Stony Brook 1999 — 2003
Bachelors of Science, Applied Math and Statistics
Citi August 2014 - Present
JP Morgan Chase April 2010 - July 2014
JPMorgan Chase April 2009 - April 2010
JPMorgan Chase July 2008 - April 2009
Skills
Relationship Management, Loans, Credit, Portfolio Management, Loan Origination, Lines Of Credit, Small Business Lending, Retail Banking, Credit Risk, Cash Management, Risk Management, Commercial Banking, Commercial Lending, Commercial Mortgages, SBA, Cash Flow Lending, Banking Relationships, Cross Selling, Mortgage Lending, Consumer Lending, Financial Services, Credit Analysis, Treasury Management, Asset Based Lending, Merchant Services, Business Relationship..., SBA 504, Small Business, Banking, Business Development, Financial Analysis, Sales, Finance, Financial Risk, Credit Cards
Education
Stony Brook University
Accounting and Finance
Goldman Sachs November 2014 - Present
JP Morgan Chase January 2012 - November 2014
JPMorgan Chase July 2007 - December 2011
Skills
Scrum, Sybase, Software Project..., SharePoint, Java, Requirements Analysis, Team Leadership, WebSphere Application..., SDLC, SQL, Perl, IT Project Lifecycle, Information Security, Alternative Investments, Project Management, Communication, Hands-on Problem Solver, Analysis, Requirements Gathering, UAT coordination, JavaScript, Quality Center, Microsoft Office, V1, RAD, Job Scheduling, HTML, JSP, CSS, Microsoft SQL Server, Unix Operating Systems, DMZ, Unix Shell Scripting, Disaster Recovery, J2EE Application..., Agile Methodologies, Business Analysis, Data Analysis, Linux, MySQL
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2014
Master of Business Administration (MBA), Finance
Stony Brook University 2003 — 2007
BS, Information Systems
School District of Hillsborough County August 2004 - Present
JPMorgan Chase March 1995 - August 2005
Education
University of Scranton 2009 — 2011
Masters of Science, Educational Leadership and Administration, General
University of South Florida 2005 — 2007
Masters of Arts in Teaching (M.A.T.), Varying Exceptionalities
State University of New York at Stony Brook 1993 — 1995
Bachelor of Arts (BA), Psychology
City of Houston February 2014 - Present
Verizon Wireless August 2002 - August 2012
Geico Direct Insurance January 2002 - May 2002
JPMorgan Chase March 1998 - January 2002
Skills
Mathematics Tutor (20..., Troubleshooting, Training, Management, Technical Support, Project Management, Customer Service, Microsoft Excel, PowerPoint, Call Centers, Forecasting, Customer Experience, Workforce Management, Wireless, Blackberry, Telecommunications, Time Management, Networking, Microsoft Office, Leadership, Coaching, Operations Management, Microsoft Word, Outlook, Process Scheduler, Account Management, Sales, Team Building, Project Planning, Employee Training, Customer Satisfaction, Customer Retention, Call Center, Team Management, Process Improvement, Quality Assurance, Vendor Management, Employee Relations, Software Documentation, PeopleSoft, Performance Management, CRM, Human Resources, Windows, Recruiting, Call Center Development, Sales Management, Access, Analysis, Program Management
Education
University of Phoenix-Houston Campus 2002 — 2005
MBA in E-Business, 3.69
State University of New York at Stony Brook 1999 — 2001
Bachelor of Science, Business Management
Comeaux High School
JPMorgan Chase & Co. July 2014 - Present
JPMorgan Chase June 2013 - August 2013
SBU DoIT Information Systems September 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, Java, HTML, English, C
Education
Stony Brook University 2010 — 2014
Bachelor of Science (BS), Computer Science
Bronx High School of Science 2006 — 2010
Czech Asset Management, L.P. October 2014 - Present
JPMorgan Chase March 1990 - September 2014
Manufacturers Hanover Trust Company August 1982 - March 1990
Xpert Logging Company June 1979 - June 1980
Skills
Equities, Hedge Funds, Investment Banking, Valuation, Securities, Leveraged Finance, Debt, Capital Markets, Portfolio Management, Derivatives, Private Equity, Financial Modeling, Debt Restructuring, Due Diligence, Investments, Asset Management, Mergers & Acquisitions, Strategy, Fixed Income, Banking, Structured Finance, Restructuring
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Finance
Stony Brook University 1975 — 1979
BS, Geology
Legg Mason July 2010 - Present
Diversified November 2004 - February 2008
JPMorgan Chase February 2003 - December 2003
Skills
Asset Management, Closed-end Funds, SMA, 529 Plans, Series 7, Series 63, Asset Managment, Retirement Planning, Strategic Financial..., Mutual Funds, Investments, Retirement, Asset Allocation, Alternative Investments, Finance, Equities, Financial Services, Wealth Management, Portfolio Management
Education
SUNY Stony Brook 1994 — 1998
BS, Economics
Longwood Events April 2011 - Present
Puerto Rico National Baseball Team April 2010 - April 2011
Roberto Clemente Sports City February 2005 - November 2010
JPMorgan Chase November 1994 - February 2005
Education
Stony Brook University 1990 — 1993
Liberal Arts
Suffolk County Community College 1987 — 1990
Associates, Business Administration
Sachem High School
ANI Networks / NOS Communications 2006 - Present
JPMorgan Chase 2003 - 2006
Chase Manhattan Corporation 2001 - 2004
JPMorgan Chase 2000 - 2001
JPMorgan Chase 1997 - 1999
Skills
Business Analysis, Process Improvement, Business Process..., Visio, Financial Services, Call Center, Six Sigma, Business Process, Business Process..., Business Requirements, Change Management, Microsoft Excel, SQL, Program Development, QA Analysis, Call Centers, ITIL, Project Management, Integration, Creative Problem Solving, SharePoint, Quality Assurance
Education
SUNY Stony Brook 1992 — 1995
BS, Mathematics
Suffolk County Community College 1991 — 1992
AAS, Mathematics
JPMorgan Chase November 2013 - Present
Citi June 2006 - November 2013
Digitas December 2005 - February 2006
JPMorgan Chase September 1999 - December 2004
MasterCard International June 1994 - June 1999
Skills
Credit Cards, Segmentation, Cross Selling, Market Research, Analysis, SAS, Analytics, Relationship Management, Banking, Business Analysis, Portfolio Management, Program Management, Strategy, Financial Analysis, Financial Services, Product Management, Mergers & Acquisitions, Executive Management, Finance, Risk Management, Financial Risk, Credit Risk
Education
State University of New York at Stony Brook
BE, Mechanical Engineering
New York University - SCPS 2003 — 2005
Non-Degree, Financial Analysis and Real Estate Finance
JPMorgan Chase November 2012 - Present
Chase Bank November 2008 - November 2012
travelex June 2006 - June 2008
Education
Stony Brook University 2006 — 2011
Citi July 2010 - Present
JPMorgan Chase January 2007 - January 2009
Education
Stony Brook University 2006 — 2010
JPMorgan Chase May 2014 - Present
Stony Brook University September 2012 - May 2014
JPMorgan Chase May 2013 - August 2013
Citi June 2012 - August 2012
Brookhaven National Laboratory January 2010 - January 2011
Brookhaven National Laboratory June 2008 - August 2008
Skills
C++, Software Engineering, Databases, SQL, Microsoft SQL Server, Visual Studio, Mortgage Banking, Linux, HTML, C#, Java, C, Statistics
Education
Stony Brook University 2009 — 2013
Bachelor of Science (BS), Management Information Systems, and Applied Math and Statistics
Bloomberg May 2007 - Present
JPMorgan Chase August 2005 - March 2006
GFI Group 2001 - 2005
Societe Generale 1997 - 2000
UBS 1996 - 1997
Merrill Lynch 1995 - 1996
Skills
Fixed Income, Business Analysis, Finance, Vendor Management, Product Management, Project Management, Strategic Technology..., Contract Negotiation, Market Data, Straight Through..., Trading Systems, Business Intelligence, Program Management, Management, Equities, Unix, FX Options, Electronic Trading, Low Latency, Options, SDLC, Commodity, Trading, Market Risk, Bloomberg, Back Office, Financial Services, Credit Derivatives, Money Market, CDS, Proprietary Trading
Education
NYU Polytechnic 2006 — 2010
Masters of Science, Financial Engineering, 3.8
SUNY Stony Brook 1991 — 1995
Bachelor of Science (B.S.), Computer Science
Citi April 2012 - Present
Apollo Health Street August 2007 - April 2012
American Home Mortgage December 2006 - August 2007
First Data Corporation April 2005 - November 2006
JPMorgan Chase November 1997 - January 2005
Hofstra University April 1992 - November 1997
Skills
SAS, SQL, Data Warehousing, Unix, Access, Excel, Crystal Reports, Business Objects, Relational Databases, Oracle, FoxPro, COBOL, CICS, JCL, Business Analysis, ETL, Mainframe, Business Intelligence, Visio, SDLC
Education
SUNY Stony Brook 1980 — 1984
BS, Applied Mathematics and Statistics
Grumman Data Systems Institute
Computer Programming
JPMorgan Chase August 2011 - Present
Geek Squad April 2008 - July 2011
Skills
Software Development, Computer Hardware, Computer Science, Computer Repair, Fixed Income Technology, Java, JavaScript, XSLT, Perl, Python, HTML
Education
Stony Brook University 2008 — 2011
Bachelor of Science (B.S.), Computer Science, 3.4
J.P. Morgan September 2014 - Present
JPMorgan Chase July 2012 - August 2014
Stony Brook University September 2011 - May 2012
JPMorgan Chase June 2011 - August 2011
Skills
C++, Java, C, SQL, Matlab, HTML, Python, JavaScript, Eclipse, MySQL, Linux, Microsoft Office, Computer Science, PHP, Windows, C#, Microsoft Excel, XML, JSP, Databases, Research, Android, Project Management, Agile Methodologies, Agile Project Management, Business Analysis
Education
State University of New York at Stony Brook 2009 — 2012
Computer Science, Business Management
Varonis March 2014 - Present
Varonis September 2013 - March 2014
Huxley Associates, a Division of SThree January 2013 - August 2013
Real Staffing Group, a Division of SThree 2011 - 2013
JPMorgan Chase 2009 - 2011
PARS International September 2006 - March 2009
Skills
Recruiting, Sales, Marketing, Technical Recruiting, IT Recruitment, Analysis, Cold Calling, Specialist Recruiting, R&D, Financial Services, Executive Search, Talent Acquisition, Contract Recruitment, Management, Human Resources, Temporary Placement, Sourcing, Banking, Program Management, Account Management, Talent Management, Training, Recruitment Advertising, Networking, Business Development, Social Networking, Internet Recruiting, Interviews, Permanent Placement, Leadership, Solution Selling
Education
State University of New York at Stony Brook 2001 — 2006
Bachelor of Arts, Sociology
St. Francis Preparatory School 1997 — 2001
UNIQLO May 2011 - Present
UNIQLO May 2011 - February 2012
Stony Brook University Campus Residences September 2008 - May 2010
JPMorgan Chase June 2009 - August 2009
JPMorgan Chase June 2008 - August 2008
Bear Stearns June 2005 - August 2007
Education
Stony Brook University 2006 — 2010
B.A., Business Management/Marketing
Hospice of the Western Reserve February 2014 - Present
VALIC May 2013 - January 2014
JPMorgan Chase December 2011 - April 2013
SAS March 2008 - May 2009
Mercy College January 1994 - March 2008
LexisNexis June 1992 - May 2002
New York State 1990 - 1992
Skills
Leadership, Relationship Building, Client Care, Client Retention, Customer Service, Client Loyalty, Team Building, Team Management, Public Speaking, Health Education, Consultative Selling, Teaching, CRM software, Data Analysis, Executive Level Selling, Social Media, Financial Education, Community Outreach, Business Development, Human Resources, Business Intelligence, Nonprofits, Training, University Teaching, Volunteer Management
Education
Tulane University - A.B. Freeman School of Business 2006 — 2007
Masters Certificate
Stony Brook University 1975 — 1977
BS
Astoria Bank October 2014 - Present
JPMorgan Chase April 2009 - March 2011
Citi 2011 - 2011
Skills
Phlebotomists, Pianist
Education
Stony Brook University 2004 — 2006
Suffolk County Community College 2002 — 2003
JPM Asset Management April 2015 - Present
JPMorgan Chase November 2011 - Present
JPMorgan Chase December 2010 - November 2011
JPMorgan Chase July 2008 - December 2010
Skills
Series 7, Retirement Planning, Wealth Management, Asset Allocation, Series 63, Life Insurance License, Series 65, Series 6, Banking, Financial Services, Life Insurance, Retail Banking, Mortgage Lending, Management, Loans
Education
SUNY Stony Brook 2004 — 2008
BA, English
University of Hawaii at Manoa 2006 — 2006
Santander USA September 2013 - Present
JPMorgan Chase May 2012 - September 2013
JPMorgan Chase May 2010 - April 2012
Skills
New Client Acquisitions, Client Presentation, Client Development, Relationship Management, Money Management, Strategic Financial..., Portfolio Management, Marketing Strategy, Creative Problem Solving, Internal Audit
Education
Stony Brook University 2004 — 2008
Bachelor's Degree, Economics and Finance
Aviation High School 1999 — 2003
Powerplant and Airframe Licenses, Aviation Maintenance Technician
JPMorgan Chase August 2014 - Present
JPMorgan Chase June 2012 - July 2014
JPMorgan Chase February 2014 - June 2014
JPMorgan Chase August 2013 - January 2014
JPMorgan Chase February 2013 - July 2013
JPMorgan Chase August 2012 - January 2013
J.P. Morgan Asset Management June 2011 - August 2011
Franklin First Financial Bank December 2006 - August 2010
Skills
Banking, Management, Microsoft Excel, PowerPoint, Credit, Microsoft Office, Leadership, Customer Service, Public Speaking, Program Management, Data Analysis, Project Management, Financial Analysis, Loans, Team Leadership, Access, Microsoft Word, Research, Event Planning, Marketing, Event Management, Sales, Negotiation, Microsoft SQL Server, Bloomberg Terminal
Education
State University of New York at Stony Brook 2008 — 2012
Bachelor's Degree, Economics, 3.4
UGI Energy Services May 2014 - Present
UGI Corporation June 2012 - May 2014
AmeriGas June 2011 - July 2012
Bank of America June 2010 - August 2010
RHG Capital / Epoch Funds April 2004 - June 2009
JPMorgan Chase December 2001 - April 2004
Skills
FX, Economics, Equities, Trading, Divestitures, Acquisitions, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Due Diligence, Private Equity, Mergers, Equity Research, Capital Markets, Venture Capital, Competitive Analysis, Investment Banking, Investor Relations, Finance, Investments, Financial Markets, Corporate Development, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance, Accounting, Economics, GMAT: 710 (92nd Percentile)
Stony Brook University 1998 — 2001
BA, Economics
The London School of Economics and Political Science (LSE) 1999 — 2000
General Course
Tiffany & Co. December 2012 - Present
Mitchell Martin Inc. 2012 - 2013
API Systems, Inc 2011 - October 2012
Tellurian Networks July 2009 - September 2011
JPMorgan Chase March 2008 - June 2009
Bear Stearns March 2000 - March 2008
IBM Global Services 1999 - 2000
Skills
Market Data, VBScript, Vendor Management, Disaster Recovery, Trading Systems, Active Directory, Data Center, Spring, VMware, Windows Automation, Powershell, SDLC, Microsoft Exchange, DNS, Servers, Unix, SharePoint, Security, Windows Server, System Deployment, Management, IT Management, System Administration, Integration, Infrastructure, Technical Support, Citrix, Electronic Trading, Troubleshooting
Education
Warwick Valley High School 1983 — 1987
State University of New York at Stony Brook
Certification, Emergency Medical Technology/Technician (EMT Paramedic)
Wells Fargo April 2014 - Present
JPMorgan Chase August 2010 - April 2014
MCS Mortgage Bankers Inc. January 2009 - January 2010
Nexus Capital Services, Inc. January 2006 - December 2008
Skills
Mortgage Lending, Investment Properties, Mortgage Banking, FHA, Loans, Credit, Banking, FHA financing, Customer Service, Real Estate, Portfolio Management, Strategic Planning, Management, Loan Origination, Budgets, New Business Development, Refinance, Residential Mortgages, Project Management, VA loans, Reverse Mortgages, Credit Analysis, Lines Of Credit, First Time Home Buyers
Education
Stony Brook University 1994 — 1996
Bachelor's degree, Social Sciences
JPMorgan Chase Bank NA June 2012 - Present
JPMorgan Chase March 2008 - June 2012
JPMorgan Chase June 2006 - March 2008
JPMorgan Chase January 2004 - June 2006
Granite Insurance Brokerage, LLC July 2002 - February 2004
MetLife March 1999 - July 2003
Education
Stony Brook University 1994 — 1998
Degree: BA, Economics
Archbishop Molloy 1990 — 1994
Hign School, High School/Secondary Diplomas and Certificates
Financial Engines February 2013 - Present
Intuit 2011 - 2013
JPMorgan Chase 2009 - 2011
IBM Global Business Services August 2007 - June 2009
Oracle Corporation February 2004 - May 2005
Oracle Corporation June 2003 - January 2004
Oracle Corporation March 2001 - May 2003
Oracle Corporation January 2000 - March 2001
Skills
Product Management, Strategy, Building Relationships, Enterprise Software, SaaS, Cross-functional Team..., Product Development, Agile Methodologies, New Business Development, Go-to-market Strategy, Cloud Computing, Competitive Analysis, Product Marketing, Analytics, Leadership, Strategic Partnerships, Marketing, Management, User Experience, E-commerce, Start-ups, Executive Management, Analysis, Business Intelligence, Consulting
Education
University of Pennsylvania - The Wharton School
MBA
Stony Brook University
MS
University of Madras
BE
Berkley Accident & Health, LLC April 2011 - Present
Corporate Synergies March 2009 - April 2011
Conner Strong August 2006 - November 2008
Conner Strong (formerly Commerce Banc Insurance Services) October 2005 - August 2006
JPMorgan Chase 2003 - 2005
JPMorgan Chase 1997 - 2003
USI (formerly Progressive Plan Administrators) 1995 - 1997
USI Insurance Services (formerly Progressive Plan Administrators) 1990 - 1995
HUB International (formerly Kaye Insurance) 1988 - 1990
Hub International (formerly Kaye Insurance) 1987 - 1988
Skills
Process Improvement, Project Management, Client Management, Strategic Planning, Stop Loss, Life and Health License, Management, Program Management, Superior Work Ethic, Superior Communications..., Written & Oral..., Negotiation, CRM, Analysis, Health Insurance, Insurance, Vendor Management, Change Management, Business Process..., Business Analysis, Leadership, Brokers, Employee Benefits
Education
Stony Brook University 1983 — 1987
BA, Economics/Business
Microsoft March 2013 - Present
EMC November 2010 - March 2013
KPMG March 2010 - October 2010
TBS Shipping Inc. May 2008 - March 2010
NetApp 2005 - 2008
Goldman Sachs 2004 - 2005
JPMorgan Chase Bank 2001 - 2005
JP Morgan Chase 2000 - 2005
JPMorgan Chase 2000 - 2005
JPMorganChase 2000 - 2005
Skills
Pre-sales, Solution Design, Architecture, Storage, Virtualization, VMware, Enterprise Storage, SAN, Storage Area Networks, NAS, Storage Virtualization, Storage Management, Cloud Computing, Cloud Storage, High Availability, Disaster Recovery, Replication, Master Data Management, Business Intelligence, Business Continuity, Distributed Systems, Sizing, SDLC, Vendor Management, Data Management, Deduplication, EMC Storage, VMware ESX, NetApp, Solution Architecture, Project Management, Software Project..., SharePoint, Microsoft SQL Server, IT Strategy, ITIL, Servers, Security, Unix, Infrastructure, Architectures, Linux, Enterprise Architecture, Data Center, Management, Enterprise Software, SaaS, Information Technology
Education
State University of New York at Stony Brook 1989 — 1995
PhD., History
JPMorgan Chase September 2013 - Present
ManpowerGroup October 2004 - June 2013
Sunbelt Staffing January 2002 - November 2004
Sunbelt Staffing 2000 - 2002
Capital Data Inc February 1995 - January 2000
Skills
Temporary Staffing, Recruiting, Temporary Placement, Human Resources, Permanent Placement, Applicant Tracking..., Talent Acquisition, Staffing Services, Technical Recruiting, Onboarding, College Recruiting, Contract Recruitment, Internet Recruiting, Sourcing, Employee Relations, Resume Writing, Industrial Sector, Executive Search, Interviews, Recruitment Advertising, Screening Resumes, CRM, Hiring, Leadership, Negotiation, Taleo
Education
Professional Human Resource Certification , PHR
PHR
State University of New York at Stony Brook
BA, History
JPMorgan Chase August 2012 - Present
Bank of America July 2009 - Present
Merrill Lynch April 2007 - January 2009
Merrill Lynch January 2006 - January 2009
Merrill Lynch November 2005 - January 2009
Merrill Lynch May 2003 - December 2005
Merrill Lynch July 1999 - April 2003
Computer Associates 1994 - 1999
Skills
XML, Visio, SQL, Microsoft SQL Server, Java, SharePoint, C#, Databases, Perl, ASP.NET, JavaScript, MS Project, C++, HTML, Eclipse
Education
State University of New York at Stony Brook 1990 — 1994
Master's degree, Electrical and Electronics Engineering
JPMorgan Chase July 2013 - Present
Deutsche Bank February 2013 - July 2013
Deutsche Bank March 2006 - January 2013
Nomura Securities International March 2004 - February 2006
Skills
Fixed Income, MBS, CMBS, VBA, SQL, Java, C++, Clojure
Education
State University of New York at Stony Brook 1999 — 2003
BS, Applied Math, Computer Science
CBS Corporation November 2011 - Present
Deustche Bank October 2007 - November 2011
JPMorgan Chase 2000 - 2007
Education
SUNY Stony Brook 1989 — 1993
Bachelor of Engineering (B.Eng.), Electrical and Electronics Engineering
Family Wealth Planning Partners February 2009 - Present
(CFP) July 2003 - Present
JPMorgan Chase June 2003 - November 2004
Morgan Stanley November 1998 - June 2003
Merrill Lynch August 1993 - November 1998
Skills
Wealth Management
Education
New York University - Leonard N. Stern School of Business
CFP, CERTIFIED FINANCIAL PLANNER
Stony Brook University 1977 — 1981
BA, Psychology
Benjamin N Cardozo High School 1974 — 1977
Citi August 2014 - August 2015
Ally Financial Inc. April 2013 - August 2014
TIAA-CREF November 2012 - April 2013
Citco Fund Services January 2012 - November 2012
JPMorgan Chase July 2007 - January 2012
Democratic National Convention (Charlotte in 2012) 2012 - 2012
Stony Brook University 2005 - 2007
JPMorganChase 2006 - 2006
CA (formerly Computer Associates) 2005 - 2006
Brookhaven National Labs. 2004 - 2005
Skills
Windows Server, Veritas Storage..., Technical Writing, IT Operations, Multicultural Team..., Project Management, Getting The Job Done, VMware, Troubleshooting, System Administration, Virtualization, Operating Systems, XP, Active Directory, Servers, Unix, Data Center, Citrix, High Availability, vSphere, Cluster, Hardware, Group Policy, VMware Infrastructure, System Deployment, Storage, Technical Support, Network Security, Windows XP, Software Documentation, Networking, Infrastructure, Disaster Recovery, VMware ESX, Visio, Netbackup, Microsoft SQL Server, Windows, Server Administration, SCCM
Education
Stony Brook University 2009 — 2011
Masters of Science
Stony Brook University 2005 — 2007
Bachelor of Arts (B.A.)
JPMorgan Chase May 2012 - Present
AllianceBernstein April 2004 - May 2012
Skills
Mutual Funds, Hedge Funds, Bloomberg, Equities, Equity Trading, Fixed Income
Education
Stony Brook University 1999 — 2003
IT Accel, Inc. March 2013 - Present
Opthalmic Consultants of Long Island August 2012 - March 2013
Consolidated Management Company 2008 - 2012
JPMorgan Chase 1999 - 2008
Advertising Ventures, Inc. 1997 - 1998
Skills
Vendor Management, Procurement, Contract Negotiation, Compliance, Contract Management, Financial Reporting, Business Analysis, Business Process..., Customer Service, Account Reconciliation, Program Management, Disaster Recovery, Project Portfolio..., Management Consulting, Negotiation, PMP, Governance, SDLC, Process Improvement, Risk Management, Analysis, Project Delivery, Project Management, PMO, Outsourcing, Team Leadership
Education
State University of New York at Stony Brook 2012 — 2012
Project Management Certificate
State University of New York at Albany
Bachelor of Arts
State University of New York at Stony Brook
Baldwin Senior High School
Bank of America Merrill Lynch April 2015 - Present
Eikos Partners April 2013 - April 2015
Citibank July 2009 - April 2013
Barclays Capital September 2008 - July 2009
Lehman Brothers January 2006 - September 2008
Morgan Stanley June 2000 - January 2006
JPMorgan Chase April 1982 - June 2000
Skills
Credit Derivatives, Electronic Trading, Market Data, Fixed Income, Derivatives, Capital Markets, Bonds, Prime Brokerage, Hedge Funds, Trading Systems, Interest Rate..., Swaps, Investment Banking, Financial Markets, Equities, FX Options, Equity Derivatives, Trading, CDS
Education
Stony Brook University
scranton
JPMorgan Chase January 2013 - Present
JPMorgan Chase May 2011 - December 2012
Barclays Capital September 2008 - June 2011
Lehman Brothers July 2004 - September 2008
Skills
Requirements Analysis, SDLC, Software Project..., Business Process, Business Analysis
Education
Stony Brook University 2004 — 2008
Bachelors of Science, Information Systems
Bloomberg LP January 2013 - Present
Barclays Capital August 2009 - December 2012
UBS Investment Bank November 2007 - August 2009
JPMorgan Chase April 2005 - October 2007
Georgeson Shareholder 2002 - 2004
Olympus 1993 - 1998
Skills
Global Sourcing, Strategic Sourcing, Professional Services, Supplier Consolidation, Outsourcing, Offshoring, Supplier Management, Negotiation, BPO, Vendor Management, Cost Reduction, Contract Negotiations, Spend Analysis, Team Leadership, Sourcing, Issue Resolution, Supply Management, Business Transformation, IT Outsourcing, SDLC, Management, Consolidation, Competitive Analysis, Contract Negotiation, Procurement, Strategy, Business Process..., Financial Services, Process Improvement, Change Management, Stakeholder Management, Analytics, E-procurement, Cross-functional Team...
Education
State University of New York at Stony Brook 1995 — 1997
Masters in Technology Management
Cold Spring Harbor High School
JPMorgan Alternative Asset Management July 2005 - Present
JPMorgan Chase September 2001 - June 2005
Northrop Grumman 1999 - 2001
Skills
Hedge Funds, Derivatives, Equities, Portfolio Management, Asset Managment, Bloomberg, Trading Systems, Investment Management, Alternative Investments
Education
Stony Brook University 1999 — 2001
JPMorgan Chase Manage 5 offices in 5 states relative to Collection Litigation. System Administrator and Project Mgmt. Audit and Compliance and vendor Mgr.VPJPMorgan Chase & Co.August 2013 - Present
JPMorganChase 1980 - Present
JP Morgan Chase 1980 - Present
J.P. Morgan 1980 - Present
Skills
Risk Management, Financial Services, Mortgage Banking, Call Centers, Leadership, Operations Management, Team Building, Management, Cross-functional Team..., Disaster Recovery, Strategy, Budgets, Business Strategy, Visio, Banking, Analysis, Negotiation, Customer Service, Loan Origination, Credit, Project Management, Legal Research, Vendor Management
Education
Stony Brook University 1980 — 1984
Millennium Partners March 2011 - Present
Bank of America Merrill Lynch March 2010 - March 2011
JPMorgan June 2007 - March 2010
Bank of America May 2005 - May 2007
JPMorgan Chase May 2002 - April 2005
Microsoft August 2000 - July 2001
Venus Software Corporation July 1997 - July 2000
Skills
Trading Systems, Electronic Trading, Equities, Market Data, Derivatives, FX Options, Trading, Exchange Connectivity, Fixed Income, Multithreading, Quantitative Finance, Investment Banking, JMS, Java, Risk Management
Education
State University of New York at Stony Brook
M.S., Computer Science
JPMorgan Chase April 2011 - Present
UBS Investment Bank October 2009 - April 2011
Knoa Software December 2008 - October 2009
Skills
Java, SQL, C++, SDLC, XML, JavaScript, Databases, Unix, Python, Oracle
Education
Stony Brook University 2007 — 2008
Master, Computer Science
JPMorgan Chase December 2009 - Present
JPMorgan Chase January 2008 - December 2009
JPMorgan Chase February 1990 - January 2008
Education
Stony Brook University
BS, Applied Math & Statistics
JPMorgan Chase Vice President/Investment Bank Human ResourcesJ.P. Morgan2004 - Present
Citi Group March 1993 - December 2001
Education
Stony Brook University 1982 — 1986
Bachelors, Social Sciences Interdisciplinary
JPMorgan Chase January 2000 - Present
Education
Stony Brook University
Morgan Stanley September 1999 - Present
JP Morgan August 1996 - August 1999
JPMorgan Chase 1996 - 1999
Moody's Investors Service May 1984 - July 1996
Moodys Investor Services 1984 - 1996
Skills
Ratings, Credit Analysis, Capital Markets, Finance, Corporate Finance, Credit, High Yield, Mergers & Acquisitions, Investment Banking, Portfolio Management, Fixed Income, Loans, Leveraged Finance, Derivatives, Hedge Funds, Credit Risk, Management
Education
Stony Brook University 1971 — 1981
BS and Ph.D, Biology and Experimental Pathology
New York University - Leonard N. Stern School of Business
MBA
Deutsche Asset Management August 2013 - Present
Jennison Associates June 2001 - August 2013
JPMorgan Chase May 1999 - June 2001
CIBC World Markets May 1997 - May 1999
Skills
Equities, Mutual Funds, Hedge Funds, Alternative Investments, Fixed Income, Asset Managment, Bloomberg, Securities, Investments, Investment Strategies, Asset Management, Investment Management, Financial Services, Institutional..., Wealth Management, Bonds, Client Services, Marketing
Education
Stony Brook University 1993 — 1997
Bachelor of Arts, Economics
JPMorgan Chase & Co. December 2014 - Present
Wells Fargo April 2013 - December 2014
JPMorgan Chase November 2009 - April 2013
Bank of America September 2008 - March 2009
Smith Barney May 2007 - September 2008
TD Ameritrade February 2006 - April 2007
Ameriprise Financial May 2004 - February 2006
Skills
Series 7, Series 63, Banking, Financial Services
Education
Stony Brook University 2000 — 2005
B.A, Economics
JPMorgan Chase June 2008 - Present
Bear Stearns August 1995 - May 2008
Education
Stony Brook University
M.S., Applied Mathematics & Statistics
JPMorgan Chase September 2011 - Present
Barclays Capital September 2008 - September 2011
Lehman Brothers 2001 - 2008
Genosys Technology Management, INc July 1999 - October 2001
Deutsche Bank May 1999 - July 1999
Bankers Trust 1992 - 1999
Digital Communications Products Inc 1981 - 1991
Skills
High Frequency Trading, Market Data, Trading Systems, Electronic Trading, ITIL, Emerging Markets, Financial Modeling, Prime Brokerage, Reference Data, Fixed Income, Data Center, Equity Derivatives, Telecommunications, Derivatives, Equities
Education
Stony Brook University
Business Mgmt
JPMorgan Chase June 1986 - June 2007
Indiana University January 1984 - January 1985
Bank of New York Mellon January 1983 - January 1984
Morgan Guaranty Trust Company January 1979 - January 1983
Education
NYU School of Professional Studies 2010 — 2011
Java Programming Certificate
John Dewey High School
State University of New York at Stony Brook
BA, English Literature
University of Utah
Barclays August 2012 - February 2013
Credit Suisse August 2011 - August 2012
Goldman Sachs November 2006 - November 2008
UBS Investment Bank September 2005 - November 2006
JPMorgan Chase July 2003 - September 2005
Skills
PMO, SDLC, Project Portfolio..., Business Analysis, Project Delivery, Software Project..., PMP, Stakeholder Management, Requirements Analysis, Requirements Gathering
Education
SUNY Stony Brook 2001 — 2004
Bachelor of Applied Science (B.A.Sc.), Information Technology
NYC Department of Education August 2006 - Present
JPMorgan Chase January 1997 - November 2003
Long Island Village Realty, Inc. 1995 - 1997
Skills
Curriculum Development, Curriculum Design, Lesson Planning, Classroom, Tutoring, Classroom Management, Educational Leadership, Educational Technology, Literacy, Differentiated..., Teacher Training, Teaching, Elementary Education, Special Education, K-12
Education
Touro College 2004 — 2006
Master of Education (MEd), Special Education and Teaching
Stony Brook University 1992 — 1996
Bachelor of Arts (BA), Social Sciences
JPMorgan Chase & Co. 2013 - Present
JPMorgan Chase & Co. 2013 - 2013
JPMorgan Chase & Co. 2006 - 2013
JPMorgan 2005 - 2006
JPMorgan Chase 2002 - 2005
JPMorgan Chase 2000 - 2002
Chemical Bank 1989 - 2000
Citibank 1986 - 1988
Skills
Business Analysis, Financial Services, Banking, Management, Analysis, SDLC, Portfolio Management, Risk Management, Fixed Income, Financial Risk, Regulatory Compliance, Information Technology, Product Management, Project Management, Metrics, Anti Money Laundering, Quality Assurance, Quality Control, Training, Business Process..., Financial Planning, Financial Forecasting, Risk Compliance, Cash Management, Data Analysis, Data Management, Capacity Planning
Education
Stony Brook University 1982 — 1986
BS, Mathematics
NYC Department of Information Technology & Telecommunications January 2014 - Present
JPMorgan Chase September 2013 - January 2014
TIAA-CREF June 2001 - September 2013
Fidelity Investments May 2000 - May 2001
Procter & Gamble May 1999 - April 2000
Berkshire Partners May 1997 - May 1999
Brookhaven National Laboratory August 1993 - February 1997
Skills
Oracle, Informatica, SDLC, Software Project..., Requirements Analysis, ETL, Oracle RAC, Business Analysis, Data Warehousing, Data Guard, SOA, RMAN, IT Strategy, Oracle RDBMS, Databases, Agile Methodologies, High Availability, Requirements Gathering, Data Modeling, Enterprise Architecture, Weblogic, DB2, SQL, Web Services, Java Enterprise Edition
Education
SUNY Stony Brook 1989 — 1994
Bachelor of Science (B.S.)
SUNY Stony Brook
Master of Science (M.S.), MSEE
Amplify July 2013 - Present
JPMorgan Chase August 2010 - Present
Skills
Investment Banking, SQL, Java, Business Analysis, VBA, Eclipse, C#, Python, Perl, Visual Studio, Linux, MySQL
Education
Stony Brook University 2006 — 2010
Bsc, Computer Science
Laniteio
AQR Capital Management December 2013 - Present
JPMorgan Chase July 2010 - December 2013
Travelers May 2009 - August 2009
Stony Brook University January 2008 - May 2008
Skills
SQL Server, Java, Metastorm, VBScript, ASP.NET, Visual Studio, QuickTest Professional, Microsoft SQL Server, Oracle, SSRS, SSIS, Testing, Integration, Quality Assurance, Regression Testing
Education
State University of New York at Stony Brook 2006 — 2010
Bachelor of Science, Computer Science
JPMorgan Chase July 2010 - Present
JPMorgan Chase June 2009 - August 2009
JP Morgan Chase 2009 - 2009
JP Morgan Chase June 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Visio, Financial Analysis, Accounting, Projects, Team Building, Financial Modeling, Team Leadership, Finance, Risk Management, Financial Reporting, Organizational..., Banking, Process Improvement
Education
State University of New York at Stony Brook 2006 — 2010
BS, Business Management; Accounting
APS Healthcare December 2010 - Present
CGI July 2006 - September 2009
FISA 2006 - 2009
JPMorgan Chase July 1991 - September 2005
Skills
Business Intelligence, Testing, Business Objects, Data Modeling, Databases, OLAP, Cross-functional Team..., Software Documentation, Data Migration, SDLC, Performance Tuning, Business Analysis, Data Warehousing, Security, Servers, Requirements Analysis, Microsoft SQL Server, SQL, ETL
Education
St Jerome
Stony Brook University
Jan Motors September 2013 - Present
Grand Roosevelt Ballroom April 2012 - Present
JP Morgan Chase March 2010 - January 2013
JPMorgan Chase October 2009 - March 2011
Wells Fargo November 2008 - October 2009
Skills
Credit, Fixed Income, Equities, Portfolio Management, Series 6, Series 63, Insurance, Leadership, Customer Service
Education
Stony Brook University 2004 — 2008
BA, Business Management, Finance
Fidelity Investments April 2007 - Present
JPMorgan Chase March 2005 - April 2007
Sapient 2002 - 2004
Softheon 1996 - 2002
Tata Consultancy Services 1995 - 1996
Skills
Product Management, Product Development, Software Development, Software Project..., Management, Forecasting, Strategic Planning, Cross-functional Team..., Team Building, Brokerage, Investment Banking, Asset Management, SDLC, Agile Methodologies, Business Analysis, Enterprise Architecture
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
Masters, Business Administration
State University of New York at Stony Brook 1996 — 1997
Master of Science, Computer Science
College of Engineering Guindy, Chennai 1991 — 1995
Bachelors, Computer Science
JPMorgan Chase 1984 - Present
Education
Stony Brook University 1972 — 1976
BS, Computer Science
JPMorgan Chase February 2011 - Present
JPMorgan Chase August 2009 - February 2011
Skills
SDLC, Requirements Analysis, Business Analysis, SQL, Microsoft SQL Server, Software Project..., Agile Methodologies, Visio, Vendor Management, Java
Education
Stony Brook University 2006 — 2009
Bachelor of Engineering (B.E.), Mechanical Engineering
Clearview Capital Management LLC April 2010 - February 2015
Wachovia, A Wells Fargo Company January 2006 - January 2010
JP MORGAN CHASE BANK January 2003 - January 2006
JPMorgan Chase 2000 - 2003
CANADIAN IMPERIAL BANK OF COMMERCE January 1999 - January 2000
Skills
Derivatives, FX Options, Hedge Funds, Currency, Commodity, Fixed Income, Capital Markets, Equities, Middle Office, Investments, Management, Options, FX Trading, Foreign Exchange Risk..., Bloomberg, Investment Banking
Education
State University of New York at Stony Brook 1994 — 1999
Bachelor of Arts, Political Science
Stony Brook University
JPMorgan Chase May 2011 - Present
InterContinental Capital Group February 2010 - April 2011
Sterling National Mortgage November 2007 - September 2010
Skills
Mortgage Lending, Mortgage Banking, FHA, Refinance, Residential Mortgages, Loan Origination, Loans, VA loans, FHA financing, USDA, Credit, Reverse Mortgages, Banking, Credit Analysis, Mortgage Underwriting, Finance, Underwriting, Investment Properties, Real Estate, First Time Home Buyers, VA Loans, FHA Financing
Education
Stony Brook University 1994 — 1998
Bachelor of Arts (B.A.), Economics
AutoZone March 2013 - Present
State Auto Insurance August 2010 - March 2013
JPMorgan Chase August 2006 - August 2010
Skills
Predictive Modeling, SAS, Data Mining, Statistical Modeling, Time Series Analysis, Statistics, Logistic Regression, Data Analysis, SAS programming, R, Quantitative Analytics, Monte Carlo Simulation, Analytics, Quantitative Finance, Risk Management, SQL, Segmentation, Complex Geometry, Topology, Linear Algebra, Pricipal Component, Stochastic Processes, Stock Option, Option Valuation, Derivatives, Analysis, Survival Analysis, Actuarial Science, Forecasting, Customer Analysis
Education
The Ohio State University 2002 — 2006
PhD, Mathematics ( Complex Algebraic Geometry); Master of Arts, Statistics
Stony Brook University 1998 — 2001
M.S., Mathematics
University of Science and Technology of China 1993 — 1998
B.S., Mathematics, SCGY(Special Class of Gifted Young)
Astoria Bank May 2014 - Present
HSBC July 2011 - May 2014
JPMorgan Chase July 2007 - February 2011
Skills
Loans, Commercial Lending, Financial Analysis, Risk Management, Insurance, Sales, Sales Management, Small Business, Process Improvement, Customer Service, Team Leadership, Negotiation, Business Planning, Credit Analysis, Cross Selling, Lines Of Credit, Credit Cards, Loan Origination, Cash Flow Lending, Trade Finance
Education
SUNY Stony Brook 2000 — 2004
Bachelor's degree, Economics
State Street October 2014 - Present
JPMorgan Chase July 2004 - October 2014
JP Morgan Chase January 1998 - July 2004
Citicorp March 1997 - December 1997
Mayor's Office of Management and Budget - New York City August 1992 - March 1997
Skills
ALM, Accounting, Analytics, Analysis, Banking, Business Development, Capital Markets, Credit Cards, Derivatives, Due Diligence, Finance, Financial Analysis, Financial Modeling, Financial Risk, Fixed Income, Forecasting, Loans, Management, Portfolio Management, Risk Management, Securitization, Strategy, Treasury
Education
State University of New York at Stony Brook
M.S.
State University of New York at Stony Brook
B.E.
JPMorgan Chase July 2010 - July 2014
Stony Brook University September 2009 - December 2009
John Hancock Financial Services July 2009 - September 2009
Stony Brook University January 2009 - May 2009
Skills
Microsoft Excel, Financial Modeling, PowerPoint, Financial Analysis, Data Analysis, Loans, Economics, Quantitative Analytics, Valuation, Financial Statement..., Bloomberg, Bloomberg Terminal, Processing, Access, Java, Zippy, CLOSR, Data Verify, MSP, Pipeline Management, Regulatory Compliance, Financial Operations
Education
State University of New York at Stony Brook 2006 — 2010
Bachelor of Science/Arts, Major in Applied Math and Statistics, Economics. Minor in Finance.
JPMorgan Chase September 2011 - February 2012
New York Stock Exchange Division of Market Surveillance 2000 - 2010
New York Stock Exchange Division of Enforcement 1988 - 2000
Skills
Litigation, Securities, Analysis, Securities Regulation, Legal Writing, AML, Auditing, SEC, Due Diligence, Financial Regulation, Fraud, FINRA, Dodd-Frank, Corporate Governance, OFAC
Education
The George Washington University Law School 1977 — 1980
Juris Doctor
Stony Brook University
Bachelor of Arts cum laude
JPMorgan Chase & Co. April 2014 - Present
Halliburton February 2013 - April 2014
JPMorgan Chase May 2011 - February 2013
Harris CapRock Communications October 2010 - April 2011
Odyssey Information Services January 2008 - September 2010
Windstream Communications October 2007 - May 2008
TexLink Communications September 2003 - June 2007
SIEMENS CARRIER NETWORKS January 1996 - January 2003
SIEMENS CARRIER NETWORKS January 1993 - January 1996
Skills
Switches, Troubleshooting, Telecommunications, IP, Cisco Technologies, Servers, Networking, Hardware, Testing, WAN, VoIP, Computer Network..., Technical Support, Software Installation, TCP/IP, Routers, VPN, Firewalls, SS7, ISDN, T1, Project Planning, NOC
Education
SUNY Stony Brook 1982 — 1986
Bachelor of Arts (B.A.), Computer and Information Sciences and Support Services
CDI Corporation October 2011 - March 2012
Abrams REI Group October 2006 - April 2011
JPMorgan Chase March 2004 - May 2006
JPMorgan Chase March 2002 - March 2004
JPMorgan Chase January 1999 - March 2002
Skills
Security, Windows
Education
SUNY Stony Brook 1976 — 1978
Bachelor of Arts (B.A.), English Language and Literature/Letters, 3.8
Suffolk County Community College 1974 — 1976
Associate of Arts (AA), General Studies, 3.8
JPMorgan Chase July 2010 - Present
JPMorgan Chase July 2008 - July 2010
Target May 2007 - July 2008
Skills
Banking, Financial Analysis, Finance, Investments, Management, Leadership, Mutual Funds, Training, Sales, Loans, Insurance, Strategic Planning
Education
Stony Brook University 2003 — 2007
B.S., Dual Major: Business Management (Finance) and Economics
Stony Brook University
JPMorgan Chase May 2013 - Present
SUNY Stony Brook January 2008 - Present
SUNY Stony Brook September 2001 - December 2007
Skills
R, C, LaTeX, Statistics, Mathematical Modeling
Education
SUNY Stony Brook 2001 — 2007
Doctor of Philosophy (Ph.D.), Theoretical and Mathematical Physics
Hong Kong Univ. of Science & Technology, Hong Kong 1998 — 2001
Master of Science (M.Sc.), Theoretical semiconductor physics
Zhejiang University, Hangzhou 1994 — 1998
Bachelor of Science (B.Sc.), Physics
JPMorgan Chase March 2007 - Present
Skills
Consumer Lending, Mortgage Lending, Financial Analysis, Series 7, Mutual Funds, Mortgage Banking, Loans, Small Business Lending, Portfolio Management, Retail Banking, Banking, Commercial Banking, Loan Origination, Credit, Commercial Lending, Financial Services
Education
Stony Brook University
JPMorgan Chase February 2013 - Present
JP Morgan Chase June 2010 - January 2013
Morgan Stanley January 2006 - June 2010
The Estée Lauder Companies Inc. May 2003 - January 2006
Skills
Risk Management, Financial Modeling, Financial Analysis, Bloomberg, Fixed Income
Education
State University of New York at Stony Brook 1999 — 2003
Bachelor of Arts (B.A.), Business/Managerial Economics
LIRR 1998 - Present
US Army November 1984 - Present
Long Island Rail Road 1998 - 2002
JPMorgan Chase October 1988 - November 1998
Skills
Human Resources, Operations Management, Law Enforcement, Leadership, DoD, Government, Program Management, Personnel Management, Counterterrorism, Leadership Development, Military, Security Clearance, Employee Relations, Conflict Resolution, Talent Management
Education
Stony Brook University
Allegiance Staffing LLC November 2014 - Present
JPMorgan Chase May 2013 - Present
US Army May 2013 - Present
US Army July 2011 - May 2013
US Army July 2011 - August 2012
Skills
Military Experience, Operational Planning, Intelligence Analysis, Leadership, Leadership Development, Team Leadership, Human Resources, Army, Military Operations, Military, Command, Security Clearance, Force Protection, National Security, Weapons, DoD, Military Training, postal operations, postal supervisor, Training, Team Building, Project Planning, Banking, Retail Banking, Finance, Lean Management, Lean Operations, Sales, Sales Management, Lean Thinking
Education
SUNY Stony Brook 2007 — 2011
BS, Business Administration, Management and Operations
JPMorgan Chase August 2012 - September 2013
JPMorgan Chase November 2009 - August 2012
Skills
Foreign Languages
Education
Stony Brook University 2004 — 2007
Economics
Leonia Highschool 2000 — 2004
Barclays Investment Bank February 2009 - Present
Barclays Investment Bank June 2006 - January 2009
J.P. Morgan January 2006 - June 2006
JPMorgan Chase August 2002 - December 2005
Skills
SDLC, Business Analysis, Scrum, Data Mining, Risk Analysis, Staff Development, Strategic Planning, Microsoft SQL Server, Intex, MS Project, JIRA, Confluence, Perforce, Visio, Strategy, Credit Derivatives
Education
SUNY Stony Brook 1998 — 2002
Bachelor of Science (BS), Management Information Systems, General
CVS Caremark Corporation February 2014 - Present
JPMorgan Chase May 2010 - November 2013
Wells Fargo February 2009 - May 2010
Enterprise Rent A Car January 2007 - December 2008
Skills
Sales Management, Sales, Job Coaching, Business Strategy, Business Analysis, Business Planning, Business Process..., Motivation, Mortgage Lending, Banking, Management, Interviews, Customer Service
Education
Stony Brook University 2000 — 2004
Business Administration and Management, General
JPMorgan Chase February 2012 - Present
Skills
Sales, Customer Service, Banking, Microsoft Office, Loans, Leadership, Retail Banking
Education
Stony Brook University 2003 — 2006
Master's degree, Educational/Instructional Technology
Saint John's University 1997 — 2001
Bachelor of Arts (B.A.), Mathematics