JPMorgan Chase
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JPMorgan Chase & Co. is the sixth-largest bank in the world by total assets ($2,533.60 B). wikipedia.org
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JPMorgan Chase Employees
JPMorgan Chase March 2011 - Present
JP Morgan Chase June 2007 - March 2011
J.P. Morgan Chase August 2001 - September 2006
Skills
Banking, Portfolio Management, Small Business Lending, Finance, Cash Management, Commercial Lending, Sales, Management, Loan Origination, Marketing, Credit, Lines Of Credit, Underwriting, Loans, Investments, Financial Analysis, Relationship Management, Networking, Commercial Banking, Leadership, Credit Analysis, Organizational..., Cross Selling
Education
Brandman University, Part of the Chapman University System 2011 — 2014
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
UC Irvine 2005 — 2007
Bachelor of Arts (B.A.), English Literature
Universidad Complutense de Madrid 2006 — 2006
Master of Business Administration (MBA), Spanish Language and Literature
Knight Transportation August 2014 - Present
CBRE April 2012 - August 2014
Knight Transportation June 2010 - April 2012
JPMorgan Chase January 2009 - June 2010
CB Richard Ellis December 2006 - December 2008
CB Richard Ellis May 2006 - December 2006
Skills
Budgeting, Procurement, Operations Management, Facilities Management, Program Management, Project Management, Budgets, E-Learning, Content Management, Training Programme..., New Business Development, Training, Strategy, Management, Facilities Operations, Vendor Management, Contract Management, Process Improvement, Real Estate, Contract Negotiation
Education
Brigham Young University 1998 — 2006
BS, Facilities Management
Aegion Energy Services July 2014 - Present
BakerCorp March 2012 - February 2014
Emulex March 2011 - March 2012
JPMorgan Chase June 2001 - March 2011
Printronix January 1999 - June 2001
FileNet October 1996 - January 1999
American Savings Bank, FSB October 1995 - October 1996
Apria Healthcare March 1989 - October 1995
National Education Corporation 1988 - 1989
Emulex February 1984 - September 1988
Skills
Deferred Compensation, Performance Management, HRIS, HR Consulting, Human Resources, Sales Compensation, Leadership, Strategy, Change Management, Employee Relations, Talent Management, Employee Benefits, Compensation & Benefit, Personnel Management, Incentive Programs, Executive Management, Recruiting, Talent Acquisition, Benefits Administration, Executive Pay, Process Improvement, Succession Planning, Mergers & Acquisitions, Employee Engagement, Management, Payroll, Salary, Employer Branding, Leadership Development, Program Management, Organizational..., Onboarding, Operational Excellence, Strategic Planning, Compensation & Benefits...
Education
Brandman University, Part of the Chapman University System 2015 — 2016
Master’s Degree, Human Resources
Indiana University
Bachelor of Science (B.S.), Behavioral Sciences
JPMorgan Chase June 2014 - Present
BYU Global Financial Advisors January 2013 - June 2014
Goldman Sachs May 2013 - August 2013
BYU Office of Information Technology March 2012 - June 2013
Beneficial Financial Group August 2012 - December 2012
Brigham Young University January 2008 - December 2009
Skills
Microsoft Excel, Research, PowerPoint, Data Analysis, Microsoft Office, Public Speaking, Critical Thinking, VBA, Financial Modeling, Economics, Bloomberg Terminal
Education
Brigham Young University 2007 — 2013
Bachelor of Science, Finance
Catholic Family Center November 2013 - Present
Catholic Charities USA June 2010 - November 2013
Nazareth Academy November 2009 - June 2010
JPMorgan Chase May 2009 - November 2009
Citi February 2008 - January 2009
Rochester City School District August 2007 - December 2007
NYC Department of Education September 2003 - June 2007
Skills
Case Managment, Social Services, Community Outreach, Nonprofits, Fundraising, Community Theatre, Theatre Directing, Acting, Directing, Bilingual-English/Spanis..., Documentations, HIV prevention, Adolescents, Service Planning, Customer Service, Management, Spanish, Case Management, Teaching, Stage Direction, Public Speaking, Staff Development, Policy Analysis, Editing
Education
Brooklyn College 2004 — 2007
M.A., Education
Brandeis University 1990 — 1993
Master of Fine Arts (M.F.A.), Acting
Macalester College 1982 — 1987
Bachelor's degree, Spanish / Theater Arts
JPMorgan Chase & Co. July 2014 - Present
JPMorgan Chase June 2012 - July 2014
JPMorgan Chase July 2012 - September 2012
BYU Broadcasting August 2008 - May 2012
Global Financial Advisors August 2011 - April 2012
Bank of America / Merrill Lynch August 2011 - December 2011
JPMorgan Chase & Co. June 2011 - August 2011
Skills
Bloomberg Terminal, Bloomberg, Financial Modeling, Equity Research, Valuation, Financial Analysis, Statistics, Data Analysis, Economics, Investments, Accounting, Microsoft Excel, Analysis, Management, Leadership, Finance, Portfolio Management, Microsoft Office, Public Speaking, PowerPoint
Education
Brigham Young University 2007 — 2012
Bachelor of Science, Finance
'Iolani School 2003 — 2007
J.P. Morgan June 2014 - September 2015
White Glass Lending - Private Money Loans January 2014 - June 2014
JPMorgan Chase June 2013 - August 2013
The Aclaime Group January 2013 - May 2013
Beneficial Financial Group January 2013 - April 2013
The Aclaime Group September 2012 - December 2012
Kalood January 2012 - December 2012
Silverline Security January 2012 - August 2012
The Church of Jesus Christ of Latter-day Saints September 2011 - April 2012
Skills
Market Research, Entrepreneurship, Microsoft Excel, Financial Modeling, Business Development, Strategy, Data Analysis, Social Networking, Marketing, Customer Service, Salesforce.com, Latvian, Excel, Wordpress, HTML
Education
Brigham Young University 2008 — 2014
Bachelor of Science (BS), Finance
UnitedHealthcare 2012 - Present
Advanced Chiropractic Rehab 2011 - September 2012
JPMorgan Chase April 2007 - September 2009
Health Net September 2006 - February 2007
Health Net February 2003 - July 2006
Health March 1999 - January 2003
Health Net June 1997 - February 1999
Health Net October 1995 - May 1997
Emhart Industrial Division February 1993 - October 1995
Skills
Healthcare, HIPAA, Medical Terminology, Customer Service, Microsoft Office, Account Reconciliation, Management, Accounts Receivable, Lines Of Credit, Collections, Health Insurance, Financial Reporting
Education
Branford Hall Career Institute-Southington Campus 2010 — 2011
LMT, Massage Therapy/Therapeutic Massage
Gateway Community College 1991 — 1994
Associate's degree, Business Administration and Management, General
Persona Pizza Holdings February 2013 - Present
Persona Pizza Holdings, LLC January 2012 - Present
JPMorgan Chase February 2006 - May 2008
Skills
Loans, Mortgage Lending, Investments, Credit, Banking, Finance, Financial Analysis, Leadership, Customer Service, Risk Management, Mortgage Banking, Management, Executive Management
Education
Culinary Institute of America 2009 — 2011
AOS
Brandeis University 1998 — 2002
Bachelor of Science (BS), History
WE Family Offices April 2013 - Present
GenSpring Family Offices November 2005 - October 2012
JPMorgan Chase November 1995 - June 2005
Booz Allen Hamilton November 1992 - October 1995
Skills
Wealth Management, Family Wealth Advisory, Strategic Planning, Executive Management, Wealth Management..., Family Office, Leadership, Marketing Strategy, Strategy, Wealth, Integrated Planning
Education
University of Chicago 1988 — 1990
Master of Business Administration (MBA), Finance, General
Brandeis University 1982 — 1986
Bachelor's degree, Sociology
Deutsche Asset Management August 2015 - Present
JPMorgan Chase August 2014 - July 2015
State Street Bank May 2008 - August 2014
Fidelity Investments April 2004 - May 2008
Education
Bridgewater State College 1993 — 1997
Bachelor of Science (BS) Management Science, Marketing
JPMorgan Chase June 2014 - Present
University of Texas at Austin August 2009 - May 2014
Independent Consulting 2010 - May 2013
The University of Texas at Austin May 2012 - September 2012
The University of Texas at Austin May 2011 - May 2012
TAC Americas January 2008 - June 2009
IDeA Labs/BYU IMPACT July 2006 - December 2007
MTC 2005 - 2006
Eagles Eye Magazine 2004 - 2005
The Church of Jesus Christ of Latter-day Saints July 2002 - July 2004
Skills
Econometrics, Computational Economics, Industrial Organization, Python, Economics, Research, Optimization, Statistics, Matlab, Data Analysis, Mathematics, Stata, Excel, Analysis, R, LaTeX, Microsoft Office, Teaching, PowerPoint, Writing, Market Research, Qualitative Research, C, Linux, Microsoft Excel, MySQL, Microeconomics, Programming, Statistical Modeling, SAS, SQL, Numerical Analysis, Applied Mathematics, Editing, Quantitative Research, Quantitative Finance, Financial Modeling, Financial Analysis, Econometric Modeling, Linear Algebra, Analytics, SAS programming
Education
The University of Texas at Austin 2009 — 2014
Ph.D, Economics
Brigham Young University 2001 — 2007
Dual Major: BA/BS, Mathematics, Economics
Advance Central Services, Inc. June 2012 - Present
Decision Toolbox July 2012 - October 2013
Randstad Sourceright April 2011 - August 2012
NorthHuman Capital March 2010 - June 2012
Advisors Asset Management August 2008 - March 2010
JPMorgan Chase September 2005 - August 2008
Northcorp Marketing 2004 - 2005
GEAR For Sports 2003 - 2004
Marriott International 2000 - 2003
Skills
Employee Relations, HRIS, Employment Law, EEO, Process Management, Temporary Placement, Talent Acquisition, Strategy, Management, Employee Benefits, Human Resources, Leadership, Recruiting, Talent Management, Onboarding, Applicant Tracking..., Hiring, Sales, Technical Recruiting, Interviews, Internet Recruiting, CRM, Consulting, Sourcing, Outsourcing, College Recruiting, Screening Resumes, Executive Search, Contract Recruitment, Benefits Negotiation, Screening, Employee Engagement, Deferred Compensation, Performance Management
Education
University of Phoenix 2006 — 2008
MBA, Business Administration
Brigham Young University 2000 — 2005
BS, Psychology
Human Capital Institute
Interval International January 2006 - Present
Interval International January 2006 - Present
Interval International January 2006 - Present
Main Street Direct 1999 - 2003
Editions Atlas 1996 - 1999
BMG Columbia House 1995 - 1996
JPMorgan Chase 1994 - 1995
Citi 1989 - 1994
Skills
Marketing Strategy, Email Marketing, Integrated Marketing, Online Advertising, Direct Marketing, Digital Strategy, Digital Marketing, E-commerce, Product Management, Strategy, Analytics, Leadership, Customer Acquisition, Product Development, Multi-channel Marketing, Strategic Planning, Marketing, Competitive Analysis, Online Marketing, Forecasting
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Marketing
Brandeis University 1981 — 1985
BA, Economics
Key Property Services March 2014 - Present
Mid America Mortgage 2012 - 2013
Nationstar Mortgage April 2012 - November 2012
Vendor Resource Management July 2010 - March 2012
Vendor Resource Management July 2010 - March 2012
JPMorgan Chase March 2008 - June 2010
Nation star Mortgage LLC September 2006 - March 2008
Scrapbook Warehouse May 2004 - August 2006
Dr. Caren Reeves August 2002 - August 2003
Ranstad/Deloitte Consulting May 2001 - September 2002
Skills
Contract Negotiation, Vendor Management, Vendor Relations, Sales Management, Short Sales, Loan Origination, REO, Customer Service, Excel, Word, PowerPoint, Inventory Management, Purchase, Negotiation, Customer Relations, Outlook, Microsoft Office, Asset Management, Team Building, Budgeting, Coaching, Credit, Public Speaking, Loss Mitigation, Retail, Mortgage Banking
Education
Kennesaw University 2001 — 2002
Utah Valley State College 2000 — 2002
Associates Degree of ScienceGraduate
Brigham Young University 1998 — 2000
Utah Valley University 1993 — 1995
Associates, English
Voluntary Service 1993 — 1995
None, Voluntary Sercie
Nestlé Purina North America May 2014 - August 2014
The Boeing Company 2011 - 2013
JPMorgan Chase 2009 - 2010
Seattle Sonics and Storm 2003 - 2007
Skills
Leadership, Management, Brand Management, Team Building, Marketing, Marketing Strategy, Cross-functional Team..., Marketing Communications, Process Improvement, Project Management, Strategic Planning, Program Management, Microsoft Excel, Analysis, Customer Service, Data Analysis, Contract Negotiation, Microsoft Office
Education
Brigham Young University 2013 — 2015
Master of Business Administration (MBA), Marketing
University of Washington 2003 — 2007
BA, Business- Sales and Marketing
Walmart July 2013 - July 2014
JPMorgan Chase 2012 - 2013
Wells Fargo 2011 - 2012
KBYU September 2009 - April 2010
KSL September 2009 - December 2009
Skills
Documentaries, Avid, Final Cut Pro, News Writing, Broadcast, Video Editing
Education
Brigham Young University 2006 — 2010
Bachelor of Arts, Communications: Broadcast Journalism
One Step Cleaning Service March 2010 - June 2011
JPMorgan Chase December 2009 - February 2010
Rent-A-Center April 2005 - December 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, PowerPoint, Business Process..., Business Analysis, Budget, Data Warehousing, Accounts Payable, Accounts Receivable, Financial Accounting, Program Management, Management, Supply Chain Management, Account Management, Operations Management, New Business Development, Management Consulting
Education
Hofstra University 2009 — 2013
Master of Business Administration (MBA), Accounting and Business/Management, 3.1
Briarcliffe College 2005 — 2008
Bachelor's degree, Business Administration and Management, General, 3.0
Nassau Community College 2000 — 2003
Associate of Arts and Sciences (A.A.S.), Accounting and Business/Management, 3.0
Vanguard June 2014 - Present
Paragon June 2011 - Present
IKON Office Solutions April 2010 - October 2011
PricewaterhouseCoopers October 2008 - November 2009
Entology March 2007 - October 2008
Yarnware.com 2000 - 2007
Novartis 2003 - 2004
IBM June 1996 - June 2000
Bond Technologies 1996 - 1997
JPMorgan Chase 1992 - 1996
Skills
Content Management, Document Management, E-commerce, SharePoint, Lotus Notes, SDLC, Databases, Integration, Business Analysis, Software Development, Business Process, .NET, CRM, Enterprise Software, Visio, Project Management
Education
Brandeis University 1985 — 1989
BA, Economics, Computer Science
Washington Air National Guard March 2013 - Present
Fred Meyer June 2011 - March 2013
JPMorgan Chase February 2011 - March 2013
United States Air Force March 2010 - March 2013
Fred Meyer August 2009 - June 2011
Fred Meyer February 2008 - July 2009
Fred Meyer August 2006 - January 2008
Smith's Food & Drug July 2005 - July 2006
Skills
Internet Research, Forms Processing, Government Accounting, Online Research, Data Analysis, Analysis, Analytics, Banking, Leadership, Management, Sales, Public Speaking
Education
Portland State University 2006 — 2009
BS, Social Science
Brigham Young University 2004 — 2006
none, Sociology
Basile & Davis, PLLC July 2006 - Present
DR Horton September 2005 - June 2006
Trammell Crow Company October 2001 - September 2004
JPMorgan Chase July 2000 - October 2001
Education
Brigham Young University 1992 — 2000
Master of Accountancy
Hunter High 1990 — 1992
Current Status February 2015 - Present
Ameriprise Financial Services, Inc. May 2014 - February 2015
TASC Technical Services April 2013 - March 2014
Randstad Staffing February 2013 - March 2013
Stafflogix April 2012 - November 2012
Adecco Employment Service November 2010 - May 2011
JPMorgan Chase November 1987 - July 2010
Skills
Outlook, Microsoft Excel, Microsoft Office, Office Equipment, Prioritize Workload, Streamlining Work..., Tech Savy, Travel Arrangements, HRIS, Organization Skills, Ameriprise Compass, Accurate Data Entry, Ariba, PeopleSoft, Outstanding time..., Microsoft Lync, iBuy, Concur, Long-term Customer...
Education
Briarcliffe College
Associate's Degree, Business/Office Automation/Technology/Data Entry
Ferraiuoli LLC April 2015 - Present
Independent Contractor March 2014 - April 2015
JPMorgan Chase June 2013 - February 2014
Ferraiuoli LLC December 2012 - February 2013
Department of Economic Development and Commerce of Puerto Rico March 2011 - December 2012
PUERTO RICO INFRASTRUCTURE FINANCING AUTHORITY June 2010 - February 2011
Desarrollos Urbanos, Inc. June 2004 - June 2010
Skills
Executive Correspondence, Executive Level..., Executive Administrative, Executive Support, Calendaring, Travel Arrangements, Assisting Executives, Executive..., Executive Office..., Calendars, Administrative Office..., Process Scheduler, Software Documentation, Access, Spreadsheets, Time Management, Leadership, Management, Human Resources, Research, Office Administration, Customer Service, Budgets
Education
Brandeis University 1981 — 1982
Psychology
University of Puerto Rico-Rio Piedras 1970 — 1971
Associate's degree, Secretarial Sciences
Ferrera, DeStefano & Caporusso CPA PC January 2015 - Present
Thomas & Associates, CPA PC February 2012 - December 2014
Agnes Ann Pepe- Sole Proprietorship 2014 2005 - 2007
Thomas & Associates, CPA PC July 2006 - October 2006
Clean Queen, Inc. 2004 - 2006
Color Your World Custom Painting and Decorating, Inc 1995 - 2004
JPMorgan Chase 1972 - 1998
Skills
QuickBooks, Accounting, Auditing, Finance, GAAP, Leadership, Tax, Fixed Assets, Sales Tax, Payroll, General Ledger, Account Reconciliation, Accounts Receivable, 1099 Preparation, Accounts Payable, Bookkeeping, Journal Entries, CPA, Management, Bank Reconciliation, Time Management, Budgets, Internal Financial..., Financial Statements, Financial Accounting, Financial Reporting, Payroll Taxes, Public Speaking, Accruals
Education
St Joseph's College 2009 — 2011
Graduate Management Program, MBA in Accounting
Briarcliffe College 2003 — 2007
BBA, Accounting
Navitaire / Accenture March 2011 - October 2012
American Express January 2011 - February 2011
JPMorgan Chase December 2003 - July 2010
WASATCH INTERNATIONAL ADOPTIONS June 2002 - August 2003
GE August 2000 - August 2001
DENTRIX DENTAL SYSTEMS October 1997 - July 2000
Skills
Business Analysis, Process Improvement, Project Management, Quality Assurance, Requirements Analysis, SDLC, Software Project..., PMP, Program Management, Software Development, Vendor Management, Visio, MS Project, PMO, Technical Writing, Project Planning, User Acceptance Testing, Management, Training, Business Process, Product Management, Integration, Testing, Software Documentation, Requirements Gathering
Education
Weber State University 2002 — 2003
BS, English / Professional & Tech Writing, Graduated Cum Laude
Brigham Young University 1996 — 1997
Mechanical Engineering
Brigham Young University - Idaho 1995 — 1996
AS, Engineering
Brigham Young University - Idaho 1990 — 1991
A.S., Engineering
Lowe's Companies, Inc. July 2014 - Present
JPMORGAN CHASE & CO. New York, NY May 2011 - December 2013
JPMORGAN CHASE & CO. New York, NY July 2008 - May 2011
JPMorgan Chase April 1999 - July 2008
CITICORP RETAIL SERVICES April 1990 - March 1999
Skills
Disaster Recovery, Windows Server, SharePoint, Troubleshooting, Vendor Management, Servers, Windows 7, Process Improvement, Quality Assurance, Software Documentation, Project Management, Technical Support, IT Strategy, Business Analysis, Management, IT Management, Security, System Deployment, Enterprise Architecture, SDLC, Network Security, Analysis, IT Service Management, Integration, Hardware, Data Center, Business Continuity, Outsourcing, Visio, ITIL, Active Directory, Citrix, Lotus Notes, IT Operations, Information Technology, Infrastructure, Program Management, Leadership, Risk Management, Requirements Analysis, Banking, Customer Service, Testing, Business Process..., Change Management, Business Intelligence, Financial Services, Enterprise Software, Business Process
Education
Briarcliffe College
Computer Programing
Suffolk County Community College
Accounting and Business/Management
(none) July 2013 - Present
JPMorgan Chase July 1983 - July 2013
Central Park Conservancy 1992 - 2010
Skills
Copy Editing, Editing, Web Content
Education
Sarah Lawrence College 1978 — 1979
ba, English
Brandeis University 1974 — 1976
BA, English
Russell Investments February 2014 - Present
JPMorgan Chase March 2012 - February 2014
MetaJure, Inc. June 2010 - March 2012
Russell Investments July 2009 - June 2010
The Bank of New York Mellon October 2005 - January 2009
Russell/Mellon Analytical Services January 1999 - October 2005
Frank Russell Company April 1988 - December 1998
Skills
Software Development, .NET, SQL, Business Intelligence, Agile Methodologies, Web Technologies, Strategy, Application Architecture, Microsoft SQL Server, C#
Education
Brigham Young University 1980 — 1984
BS, Electrical Engineering
JPMorgan Chase March 2014 - Present
New York County District Attorney's Office September 2004 - March 2014
Skills
Criminal Law, Courts, Criminal Justice, Trials, Prosecution, Trial Practice, Evidence, Hearings, Legal Research, Criminal Investigations, Westlaw, Legal Writing, Litigation, Internal Investigations
Education
Brooklyn Law School 2001 — 2004
Doctor of Law (J.D.)
Brandeis University 1997 — 2000
Bachelor of Arts (B.A.)
Canandaigua National Bank & Trust February 2014 - Present
Estate Planning Council of Rochester, New York June 2013 - Present
Foodlink August 2013 - Present
Boylan Code LLP November 2010 - February 2014
Rochester Rehabilitation Center 2000 - September 2013
Harter Secrest & Emery LLP August 2006 - November 2010
Rochester Rehabilitation Center 2000 - 2010
Monroe Community College Foundation 2004 - 2009
JPMorgan Chase June 2005 - August 2006
Boylan, Brown, Code, Vigdor & Wilson, LLP September 2001 - June 2005
Skills
Estate Planning, Litigation, Real Estate, LLC, Trusts, Wills, Estate Law, High Net Worth..., Tax, Arbitration, Elder Law, Commercial Litigation, Charities, Legal Writing, Financial Planners, Estate Tax Planning, Alternative Dispute..., Mediation, Legal Research, Corporate Law, Civil Litigation, Tax Law, Appeals, Bankruptcy, Estate Administration, Powers of Attorney, Courts, Legal Assistance, Succession Planning, Personal Injury, Family Law, Wealth, Corporate Governance, Intellectual Property, Financial Planning
Education
State University of New York at Buffalo - Law School 1998 — 2001
JD
Brandeis University 1987 — 1991
BA, Literature
Penn Yan Academy 1983 — 1987
High School
JPMorgan Chase June 2014 - Present
SOS Consulting Service LLC August 2009 - June 2014
Work Incoporated March 2011 - January 2014
Nasky and Goldfinger February 2004 - June 2009
Skills
Training, Management, Forecasting, Access, Analysis, Budgets, Program Management, P&L Analysis, Human Resources, Operating Budgets, Bloomberg, QuickBooks, Strategic Planning, Policy, Due Diligence, Internal Audit, Project Finance, Project Accounting, International Finance, Foreign Exchange, Financial Reporting, Employee Benefits, E-commerce, E-Learning, Editing, Cost Accounting, Cash Management, Capital Budgeting, Microsoft Excel, Asset Management, Accounts Payable, Security, Pricing, Spreadsheets, Testing, Legal Writing, Accounts Receivable, Account Reconciliation, Econometrics, Business Analysis, Financial Modeling, Game Theory, Linear Regression, Valuation, DCF
Education
Brandeis University 2013 — 2014
Master of Science (MS), Finance
SALEM STATE University, Bertolon School of Business 2005 — 2010
Bachelor of Science, Business Administration; Accounting and Finance
SALEM STATE University 2005 — 2009
Bachelor of Science, Economics
Caliber Home Loans May 2015 - Present
Altisource Labs November 2013 - March 2015
Freddie Mac March 2013 - November 2013
Homeward Residential, Inc. August 2009 - March 2013
JPMorgan Chase May 2007 - August 2009
EMC Mortgage June 1993 - May 2007
Skills
Mortgage Servicing, Loss Mitigation, REO, Mortgage Lending, Loans, Mortgage Banking, Real Estate, Asset Management, Short Sales, Default, Foreclosures, Loan Modifications, Acquisitions, Lean Management, Portfolio Management, Valuation, Property, Risk Management, Six Sigma, Loan Servicing, Credit, Escrow, Loan Origination, Underwriting
Education
Briar Cliff University
Bacholar of Art, Business Administration
Wells Fargo Bank March 2012 - December 2012
Wachovia Bank 2007 - March 2012
Wachovia Bank January 2005 - January 2007
JPMorgan Chase June 2003 - January 2005
BBVA Compass March 2002 - June 2003
American Express Financial Advisors May 2000 - February 2002
US Army January 1997 - May 2000
US Army 1995 - 1997
Skills
Training Delivery, Training Facilitation, Leadership Development, Employee Engagement, Employee Training, Coaching, Executive Coaching, Instructor-led Training
Education
Brenau University 2007 — 2009
Master of Business Administration (M.B.A.)
Brenau University 2003 — 2007
Bachelor of Business Administration (B.B.A.)
Marchon Partners September 2012 - Present
Medix Staffing Solutions November 2011 - August 2012
JPMorgan Chase July 2008 - April 2011
Skills
Sourcing, Technical Recruiting, Talent Acquisition, Recruiting, Temporary Staffing, Staffing Services, Applicant Tracking..., Contract Recruitment, Cold Calling, Temporary Placement, Customer Service, Human Resources, Executive Search, College Recruiting, Screening, Account Management, Internet Recruiting, Employee Relations, Resume Writing, Sales
Education
Bridgewater State University 2003 — 2008
BS, Business Management
City National Bank February 2013 - Present
California United Bank` June 2011 - June 2012
JPMorgan Chase September 2008 - June 2011
Fields Market June 2004 - September 2008
Skills
10-key, News Writing, Creative Writing, Microsoft Word, PowerPoint, Outlook, Team Building, Organizational Learning, Organizational..., Organizational..., Situational Leadership, Leadership Development, Interpersonal Skill, Cultural Resource..., Customer Service, Leadership, Public Speaking, Microsoft Office, Social Media, Training, Community Outreach, Editing, Banking, Time Management, Research, Data Entry, Social Networking
Education
Brandman University, Part of the Chapman University System 2011 — 2012
Master of Arts (MA), Organizational Leadership, A
Whittier College 2004 — 2008
Bachelors of Arts, East Asian History
Ally Bank October 2011 - Present
U.S. House of Representatives 2010 - 2010
U.S. House of Representatives 2009 - 2009
JPMorgan Chase 2008 - 2009
Washington Mutual Bank 2005 - 2008
Providian Financial 2001 - 2005
The Heritage Foundation 1995 - 1996
Excellence through Choice in Education League (ExCEL) 1992 - 1993
O'Melveny & Myers LLP 1990 - 1991
Pacific Legal Foundation 1989 - 1990
Skills
Board of Governors of..., Consumer Financial..., Federal Deposit..., Utah Department of..., Residential mortgage..., Consumer auto lending, Internet banking, Retail banking, Credit cards, Regulatory compliance, Enterprise risk..., Electronic fund..., Payment systems, Bank Secrecy Act / Anti..., Office of Foreign..., Federal Financial..., Compliance, Federal Law, AML, OFAC, Offices, Mortgage Lending, Credit Cards, Retail Banking, Leadership, Internet Banking, Enterprise Risk..., Litigation, Bank Secrecy Act, Regulatory Guidelines, Strategy, Policy, Banking, Fraud, Financial Services, Credit, Public Speaking, Financial Risk, Politics, Risk Management, Government, Payment Systems, Executive Management, Corporate Law, Legal Writing, Finance, Corporate Governance
Education
Brigham Young University—J. Reuben Clark Law School 1988 — 1988
Juris Doctor, Law
Brigham Young University 1984 — 1984
B.A., English
Amazon.com June 2014 - Present
JPMorgan Chase December 2012 - June 2014
UBS Investment Bank April 2006 - December 2012
Bank of America July 2005 - April 2006
CBOE April 2001 - July 2005
Deloitte & Touche Tax Technologies December 1999 - April 2001
Object Design June 1999 - December 1999
Pulsepoint communications 1996 - 1998
Innovative Automation August 1996 - July 1997
Lamb - Grays Harbor January 1995 - August 1996
Skills
Java, Agile Methodologies, Software Development, Unix, SQL, Management, Market Data, XML, Business Analysis, SDLC
Education
Brigham Young University
BS, Computer Science
Self Employed September 2013 - Present
CarMax April 2008 - September 2013
JPMorgan Chase 2007 - 2008
Prosper, inc 2005 - 2007
Skills
Management, Retail Buying, Building Relationships, Relationship Management, Process Management, Procurement, Customer Service, Interviews, Microsoft Excel, Project Management, Pricing, Auctions, Online Auctions, Vendor Relationships, Purchasing
Education
Brigham Young University 2000 — 2007
Bachelor's degree, Business Management
SevOne Inc March 2014 - Present
Cablevision June 2011 - March 2014
Debt Resolve Inc February 2009 - June 2011
Time, Inc October 2005 - February 2009
Citigroup September 2004 - October 2005
JPMorgan Chase May 2002 - September 2004
➢Admit Computer Services March 1999 - May 2002
Skills
Unix, Apache, Linux, Perl, Windows Server, TCP/IP, Firewalls, IIS, Active Directory, Bash, DHCP, MySQL, Tomcat, Databases, LDAP, Security, PHP, JavaScript, Blade Logic, Chef, Puppet, Opsware, Bash Shell Scripting, PHP Scripting/ Server..., Python Scripting, Javascript Scripting, JQuery Coding, TCL Scripting, HTML5 Design and Coding, Adobe products: Muse,..., Adobe products:..., Video Editor: Final Cut..., Network technologies:..., CentOS, RedHat Enterprise, Fedora, FreeBSD, CSS, ASP 3.0, Solaris
Education
Learning Tree International 2008 — 2008
Certificate, Linux Administration
Computer Career Center 2003 — 2004
Diploma, Network Specialist
Briarcliffe College 1999 — 2003
Bachelor, Business Administration / Information Technology (BBA/ IT)
MCSG - US Army December 2014 - Present
JPMorgan Chase September 2013 - October 2014
YMCA of Delaware May 2009 - September 2013
Sallie Mae April 2013 - August 2013
Sallie Mae June 2012 - August 2013
Sallie Mae April 2011 - June 2012
Sallie Mae March 2010 - April 2011
Skills
Underwriting, Personal Training, Cpr Certified, First Aid, Radio Broadcasting, Mentoring, Sales, Marketing Communications, Microsoft Office, Social Media
Education
Bridgewater College 2004 — 2009
Bachelor of Arts (B.A.), Communication and Media Studies
Kelly Services-CTB McGraw-Hill March 2012 - Present
Career Development September 2011 - Present
the present February 2009 - Present
Knowledge Services-Superbowl January 2012 - February 2012
District 11 Toastmasters International July 2010 - June 2011
Champions for Children September 2007 - December 2010
CREED Improvements, LLC 2010 - 2010
District 11 Toastmasters July 2008 - June 2009
JPMorgan Chase February 2005 - July 2008
Bank One October 1999 - February 2005
Skills
Program Development, Analysis, Process Improvement, Data Analysis, Program Management, Leadership, Customer Service, Public Speaking, Strategic Planning, Business Analysis, Relationship Management, Financial Analysis, Research, Training, Team Building, Business Development, Change Management, Microsoft Excel, Recruiting, Account Management, Strategy, Leadership Development, Management, Toastmasters, Project Planning, Marketing, Nonprofits, Budgets, Time Management, Social Media, Sales, Staff Development, Team Leadership, Human Resources, Organizational..., Performance Management, Networking, Vendor Management, Management Consulting
Education
Indiana Wesleyan University 2004 — 2006
MBA, Business Administration
Brigham Young University 1978 — 1983
B.S., Home and Family Developement
Elkhart Memorial High School 1976 — 1978
Academic Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Employ Up
Employ Up
Morgan Stanley May 2015 - Present
JPMorgan Chase June 2004 - April 2014
Fifth Third Bank August 2001 - June 2004
Bank One 1997 - 2000
Bank One 1992 - 1997
Skills
Loans, Banking, Consumer Lending, Financial Services, Credit, Portfolio Management, Risk Management, Securities, Management, Private Banking, Mutual Funds, Commercial Lending, FINRA Series 7 - Active, FINRA Series 66 - Active, Financial Advisory, Credit Risk, Cross Selling, Internal Audit, Financial Analysis, Finance
Education
Brigham Young University
Political Science
JPMorgan Chase September 2014 - Present
JPMorgan Chase March 2013 - September 2014
JPMorgan Chase October 2011 - March 2013
JPMorgan Chase August 2010 - October 2011
LEND AMERICA August 2008 - December 2009
PREMIUM CAPITAL FUNDING / TOPDOT MORTGAGE March 2008 - July 2008
FIRST LINCOLN / FIRST FIDELITY MORTGAGE GROUP September 2007 - March 2008
American Home Mortgage December 2006 - August 2007
COUNTRYWIDE HOME LOANS June 2005 - December 2006
US Navy / US Naval Reserve 1993 - 2001
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Credit Analysis, Refinance, Banking, Underwriting, Loan Origination, Residential Mortgages, FHA, Consumer Lending, Mortgage Underwriting, FHA financing, Loss Mitigation, Home Equity Lines of..., Loan Servicing, Mortgage Servicing, Operations Management, Commercial Lending, Financial Services, Management, Credit Risk, Finance
Education
Briarcliffe College 2002 — 2004
Associate's degree, Computer and Information Sciences, General, Magna Cum Laude
Microsoft June 2015 - Present
Adobe Systems, Inc. May 2014 - August 2014
JPMorgan Chase January 2012 - August 2013
Sizzling Platter, LLC June 2010 - January 2012
Clean Carpentry October 2003 - March 2005
Education
Brigham Young University 2013 — 2015
Master of Business Administration (MBA), Marketing & Entrepreneurship
Brigham Young University 2009 — 2011
Bachelor of Science (BS), Public Health - Health Sciences
Financial Engines July 2013 - February 2015
MidFirst Bank February 2013 - July 2013
JPMorgan Chase April 2010 - January 2013
Charles Schwab October 2007 - March 2010
Skills
Wealth Management, Series 7, Mutual Funds, Asset Allocation, Investments, Securities, NMLS, Loan Origination, Retail Banking, Retirement, Alternative Investments, Series 63, Licensed Life & Health..., Investment Strategies, Investment Sales, Personal Banking, AAMS
Education
Briar Cliff University 2003 — 2007
Bachelor of Arts (B.A.), Finance
Kaplan & Associates CPAS PLLC November 2014 - Present
Ken Higgins CPA P.C. October 2010 - Present
JPMorgan Chase 2006 - 2009
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook
Education
SUNY College of Old Westbury 2007 — 2009
Bachelor's degree, Accounting
Briarcliffe College 2006 — 2007
Associate's degree, Accounting
SUNY Albany 2004 — 2006
JPMorgan Chase July 2014 - Present
Brandeis University January 2012 - May 2014
JPMorgan Chase May 2013 - August 2013
U.S. Department of State May 2012 - July 2012
The Brandeis Institute for International Judges January 2012 - January 2012
UNICEF España June 2011 - August 2011
Skills
Microsoft Office, Teamwork, Cultural Diversity, Team Management, Creativity, Analytical Skills, Fundraising, Customer Service, PowerPoint, Microsoft Word, Lateral Thinking, English, Analysis, Data Analysis, Public Speaking, Spanish, Economics, Research, Troubleshooting, Human Rights, Time Management, Finance, Team Leadership, Financial Analysis, Management, Leadership
Education
Brandeis University 2011 — 2014
Bachelor of Arts, Economics, International and Global Studies, Cum Laude
Colegio Arturo Soria 2006 — 2010
Zions First National Bank March 2009 - Present
Wachovia Bank April 2007 - July 2008
JP Morgan December 1995 - December 2006
JPMorgan Chase 1995 - 2006
JPMC 1995 - 2006
Bank of Tokyo-Mitsubishi 1991 - 1995
Utah Army Nationial Guard 1986 - 1991
Education
University of California, Irvine - The Paul Merage School of Business 1997 — 2000
MBA, Real Estate
Brigham Young University 1988 — 1991
BA, International Relations
Hillcrest High School
American Southwest Mortgage Corp January 2013 - Present
Stearns Lending January 2012 - December 2012
Prince Mortgage Processing, LLC. August 2010 - February 2012
Pacific Union Financial August 2009 - August 2010
Kaiser Permanente August 2008 - August 2009
VERTICE, a Wachovia Company April 2008 - July 2008
Macquarie Group February 2008 - April 2008
JPMorgan Chase July 1998 - February 2008
Skills
Mortgage Lending, Loans, FHA, Credit, Underwriting, Mortgage Banking, Mortgage Underwriting, Banking, Residential Mortgages, Refinance, Customer Service, VA loans, Finance, Consumer Lending, Investment Properties, Government Loans, FHA financing, Credit Analysis, Loan Servicing, Funding, Coaching, Wholesale Lending, Business Development, Reverse Mortgages, Financial Analysis, Employee Training, Construction Loans, Financial Risk, Account Management, Title Insurance, Training & Development, Client Development, Risk Assessment, Business Analysis, Curriculum Development, Customer Retention, Quality Control, Compliance, freddie mac, Fannie Mae, FHA Underwriting, Collateral Review, Jumbo Loans, Correspondent Lending, Retail Lending, Microsoft Technologies, FHA Financing, Loan Origination, USDA, VA Loans
Education
Hofstra University 1992 — 1996
Bachelor of Arts, Political Science, Economics and Business, 3.4
Briarcliffe College 1989 — 1991
Associate of Arts and Sciences (A.A.S.), Legal Assistant/Paralegal, 3.7
Baldwin Senior High School 1986 — 1989
Regents Diploma, 9-12
Worldpay October 2014 - Present
Verifi November 2013 - August 2014
WorldPay November 2012 - October 2013
EnerBank USA August 2011 - November 2012
Professional Education Institute February 2007 - August 2011
Sof'Solutions 2006 - 2007
JPMorgan Chase April 2002 - November 2004
Citigroup January 2000 - December 2001
American Express January 1995 - December 2000
Kostopulos Dream Foundation January 1999 - January 2000
Skills
Strategic Planning, Partnership Development, Marketing Strategy, New Business Development, Program Management, Account Management, Business Relationship..., Client Development, Direct to Consumer, Sales Presentations, Closing Deals, Negotiation, Cross-functional Team..., Strategic Partnerships, Business Development, Competitive Analysis, Deal Closure, Leadership, Management, Social Media Marketing, Lead Generation, Partnerships, Sales, Business Strategy, B2B, Marketing, Market Analysis, Entrepreneurship, Direct Sales, Sales Management, Salesforce.com, Team Leadership, Sales Process, Advertising, Team Management, Market Planning, Budgets, Marketing Communications, CRM, Strategy, Direct Marketing, E-commerce, Start-ups, Product Marketing, Segmentation, Online Marketing, Customer Acquisition, Online Advertising, Pricing, P&L Management
Education
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Brigham Young University 1986 — 1989
BS, Business Mgmt - Finance
University of LaVerne 1990 — 1992
MBA, Marketing
Brown Brothers Harriman April 2014 - Present
Brown Brothers Harriman March 2010 - Present
JPMorgan Chase July 2008 - October 2009
JPMorgan Chase September 2006 - March 2008
Merrill Lynch Investment Managers (MLIM) October 2005 - September 2006
Skills
Fixed Income, Equities, Bloomberg, Financial Analysis, Investments, Leadership, Valuation, Management, Settlement, Japanese, Corporate Actions, Fund Accounting, Derivatives, Options, Marketing, Financial Markets, Banking, Accounting, Hedge Funds, Securities, Fund Administration, Reuters, Bonds, Bloomberg Terminal, Global Custody, Networking, Multi Tasking, Brio Query, Corporate Finance, Client Services, Financial Audits, Auditing, Finance, Managerial Finance, investment, Change Management, Operations Management, operations, Personal Finance, Mutual Funds, Asset Allocation, Asset Management, Team Management, Workflow Management, Investment Management
Education
Suffolk University - Sawyer School of Management
Master of Business Administration (MBA), Stretegic Management, 3.87
Bridgewater State College
BS, Finance, Management Minor
JPMorgan Chase & Co. January 2015 - Present
Orleans Parish Criminal District Court August 2013 - April 2014
U.S. Equal Employment Opportunity Commission May 2013 - August 2013
Bronx County District Attorney Office June 2012 - August 2012
Belkin, Burden, Wenig & Goldman LLP April 2010 - July 2011
Bank of New York Mellon October 2007 - October 2008
Martha Stewart Living Omnimedia June 2006 - August 2006
JPMorgan Chase June 2005 - August 2005
Skills
Legal Research, Research, Legal Writing, Lexis, Microsoft Excel, Litigation, Criminal Law, Leadership, Courts, Nonprofits, Legal Issues, Spanish, Policy, Policy Analysis, Political Science, Analysis, Legal Documents, Trials, LexisNexis, USA PATRIOT Act, KYC, Anti Money Laundering, Due Diligence, Bank Secrecy Act, OFAC, Regulatory Compliance, Mantas, World Check
Education
Tulane University Law School 2011 — 2014
Juris Doctor (J.D.)
Brandeis University 2003 — 2007
Bachelor's, Political Science
University of Cape Town 2006 — 2006
Semester Study Abroad, African History; Politics
Christopher Columbus H.S. 1996 — 2003
Regents Diploma with Merit, Math and Science Institute, 3.8 GPA; Graduated Top 2%
JPMorgan Chase May 2011 - Present
JPMorgan Chase September 2004 - April 2011
JPMorgan Chase January 2003 - August 2004
JPMorgan Chase September 2000 - December 2002
AT&T September 1999 - September 2000
Big Planet, Inc. May 1998 - August 1999
Skills
Management, Strategic Planning, Leadership, Project Management, Process Improvement, Financial Analysis, Business Analysis, Data Analysis, Vendor Relationship..., Reporting & Analysis, Financial Services, Banking
Education
Brigham Young University 1997 — 1999
Master of Business Administration (M.B.A.)
Brigham Young University
Bachelor's Degree, Conservation Biology/Resource Conservation
Brigham Young University March 2013 - May 2014
JPMorgan Chase August 2011 - March 2013
Carmike Cinemas May 2006 - May 2012
Skills
Microsoft Word, Customer Service, Chemical Engineering, Fluids, Materials, Chemistry, Spanish, Microsoft Office, Microsoft Excel, PowerPoint, Windows, Research, Teaching, Public Speaking, MathCAD
Education
Brigham Young University 2009 — 2015
Chemical Engineering
Legal Green Room April 2014 - Present
Cornerstone Realty April 2011 - Present
JPMorgan Chase September 2014 - March 2015
JPMorgan Chase August 2013 - May 2014
Kids Konnected June 2013 - September 2013
Iranian Student Union at UC Irvine August 2012 - July 2013
Skills
Banking, Customer Service, Microsoft Office, Credit, Financial Analysis, Microsoft Word, Management, Retail Banking, Loans, Sales, Detail-oriented, Organized, Goal-oriented, Networking, Adept problem-solver, PowerPoint, Leadership, Risk Management, Teamwork
Education
Brandman University, Part of the Chapman University System 2015 — 2016
Master of Business Administration (M.B.A.)
University of California, Irvine 2010 — 2013
Bachelor's Degree, Public Health Science
Saddleback College 2008 — 2010
General Education
Mountain America Credit Union October 2005 - Present
JPMorgan Chase February 2004 - October 2005
JP Morgan Chase June 2003 - February 2004
JP Morgan Chase May 1999 - June 2003
Skills
HRIS, Project Management, Process Improvement, Human Resources, Access, SQL, Data Analysis, Microsoft Excel, Microsoft Office, Requirements Gathering, Business Intelligence, HTML, Strategic Planning, Cognos, HCM Processes & Forms, Excel, PHR
Education
University of Utah - David Eccles School of Business 2004 — 2006
MBA
Brigham Young University 1997 — 2001
Media Arts, Digital Communication and Media/Multimedia
University of Phoenix November 2008 - Present
JPMorgan Chase March 1997 - Present
Capital One June 2010 - December 2011
Skills
Fluent in Spanish, Series 6, Series 63, Life & Health Insurance..., Customer Service, Banking, Credit, Mortgage Lending, Leadership, Loans, Microsoft Office, Retail Banking, Consumer Lending, Small Business Lending, Relationship Management, Financial Services
Education
University of Phoenix 2003 — 2005
Master of Business Administration (MBA), Management
Briarcliffe College 2000 — 2002
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Phoenix
Doctoral Candidate
JPMorgan Chase January 2014 - Present
Bank of New York Mellon July 2007 - Present
Standish Mellon Asset Management August 2005 - July 2007
State Street January 2004 - August 2005
State Street September 2000 - January 2004
Skills
Fund Administration, Fund Accounting, Fixed Income, Corporate Trust, Bloomberg, Mutual Funds, Global Custody, Equities, Securities, Hedge Funds, Derivatives, Advent
Education
Bridgewater State College
Zeus Photography May 2009 - Present
Managed Staffing May 2012 - July 2012
JPMorgan Chase June 2011 - November 2011
Hartford Cardiology Group February 2011 - May 2011
Casey Family Services May 2008 - October 2009
ACS Healthcare Provider Solutions December 2006 - May 2008
Capewell Components LLC March 2005 - November 2006
US Foods May 2003 - February 2004
CSC May 2001 - May 2002
ESPN February 2000 - October 2000
Skills
Helpdesk, DEsktop, Windows OS, MS OFFICE, PC Repairs, Imagine PCs, Windows, Help Desk Support, Desktop Computers, Windows 7, Microsoft Office, Disaster Recovery, Network Administration, Laptops, Hardware, Troubleshooting, Active Directory, Process Improvement, Technical Support, Software Documentation, Security, Software Installation, Computer Hardware, Networking, Operating Systems, HTML, XP, Citrix, Printers, Remote Desktop, System Administration, Windows Vista, Microsoft Office 2007, SharePoint, OS X, Access, VPN, Servers, Windows XP
Education
Branford Hall Career Institute-Southington Campus 2010 — 2011
Certificate, Medical/Clinical Assistant, 3.98
New Horizon Computer Training Center 2009 — 2009
A+, A+ Core and Essentials, 4.0
New Horizon Computer Training Center 2009 — 2009
ITIL V3 Foundations, ITIL Foundations
Goodwin College 2003 — 2005
Associates Degree in Computer Science, Computer Networking/Technologies, 3.1
Fox Institute of Business 1999 — 2000
Diploma in Computer Networking and Repairs, IT Technologies, 4.0
Hartford Pulic High School 1986 — 1988
Edison Technical and Vocational High School 1984 — 1986
JPMorgan Chase December 2013 - Present
PNC Bank October 2006 - December 2013
Huntington National Bank 2002 - 2006
5/3 Bank 2000 - 2002
Milton Federal Savings 1997 - 2000
Fidelity Mortgage 1995 - 1997
US Navy November 1985 - August 1989
Skills
Commercial Banking, Loans, Small Business Lending, Commercial Lending, Banking, Sales Management, Credit Analysis, Credit Risk, Business Development, Credit, Management, Finance, Consumer Lending, Leadership, Sales, Portfolio Management, Coaching, Cash Flow
Education
Cedarville University 1990 — 1992
Bachelor of Arts (B.A.), Marketing and Finance
Brevard College
PSI Network Inc. June 2006 - Present
PCM November 2004 - May 2006
JPMorgan Chase October 2002 - November 2004
Skills
Financial Analysis, Budgets, Analysis, Financial Modeling, Finance, Project Management, Strategic Financial..., New Business Development, Business Planning, Process Improvement, Executive Management, Project Planning, Auditing, Account Reconciliation, Account Management, Microsoft Excel, Managerial Finance, Strategic Planning, Human Resources, Operations Management, Management, Due Diligence, Forecasting, Strategy, Leadership
Education
University of Phoenix 2004 — 2006
MBA, Accounting Concentration
Brigham Young University 1996 — 1998
Bachelor's, Finance
JPMorgan Chase 2014 - Present
JPMorgan Chase 2013 - 2014
JPMorgan Chase 2011 - 2013
JP Morgan Chase 2009 - 2012
Chase Investment Services Corporation 2006 - 2009
Citigroup 1998 - 2006
Smith Barney 1995 - 1998
(former) First Fidelity Bancorporation 1991 - 1995
Federal Reserve Bank of New York July 1985 - June 1991
Skills
Financial Services, Fixed Income, Banking, Program Management, Capital Markets, Equities, Financial Analysis, Management, Portfolio Management, Risk Management, Securities, Business Analysis, Process Improvement, Relationship Management, Strategy, Finance, Leadership, Investments
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1989 — 1991
Master of Business Administration (MBA), Finance, General
Brandeis University 1981 — 1985
Bachelor of Arts (B.A.), Economics
Accretive Capital Partners February 2010 - Present
iQor January 2010 - August 2010
Millennium August 2009 - January 2010
Seare Marriot & Co. June 2009 - August 2009
NightWatch Capital April 2008 - May 2009
Granada Advisors September 2007 - April 2009
JPMorgan Chase September 2008 - December 2008
Lehman Brothers January 2008 - March 2008
York Capital May 2007 - August 2007
Merrill Lynch February 2007 - May 2007
Skills
Financial Modeling, Project Management, Restructuring, Valuation, Investments, Business Strategy, Hedge Funds, Private Equity, Strategic Planning
Education
Brigham Young University 2003 — 2009
Bachelor of Science, Business Management: Finance Emphasis
Cumberland Valley
netPolarity, Inc. May 2015 - Present
OppenheimerFunds November 2011 - April 2015
JPMorgan Chase July 2009 - November 2011
JPMorgan Chase January 2004 - October 2009
JPMorgan Chase September 2002 - December 2003
JPMorgan Chase December 2000 - August 2002
Nivo International April 2000 - December 2000
The Internet Truckstop 1997 - April 2000
Skills
Leadership, SDLC, Quality Assurance, Software Development, User Acceptance Testing, System Administration, Agile Methodologies, Process Improvement, Release Management, Business Analysis, Requirements Analysis, Agile Project Management, Business Intelligence, IT Strategy, Integration, Management, Program Management, Project Management, Project Portfolio..., SQL, Software Project...
Education
Westminster College 2003 — 2006
MS, Technology Commercialization
University of San Diego 1995 — 1995
Certificate, Business & Environmental Law
Brigham Young University 1989 — 1994
BA, Political Science
Silberstein, Awad & Miklos, P.C. March 2012 - Present
JPMorgan Chase February 2008 - March 2012
Law Offices of Harold A. Shapiro, P.C. April 2005 - February 2008
Walmart January 2001 - January 2005
Skills
Westlaw, Legal Research, Legal Writing, Litigation, Courts, Trials, Pleadings, Personal Injury, Motions, Appeals, Civil Litigation, Lexis
Education
Long Island University, C.W. Post Campus 2009 — 2014
Bachelors, Applied Science
Briarcliffe College 2003 — 2005
Associates, Applied Science
Navigator Business Solutions, SAP Gold Partner September 2009 - Present
Solution X Global August 2008 - September 2009
Simply Mac January 2008 - August 2008
Stanley Black & Decker, Inc. April 2006 - January 2008
TBG Publishing / Utah Spec Homes February 2005 - April 2006
J&R Ice Cream Inc April 2004 - August 2004
JPMorgan Chase January 2000 - August 2001
Skills
PHP, SEO, Web Design, Lead Generation, Marketing Strategy, Product Development, HTML, Graphic Design, Product Marketing, Corporate Branding, Sales Management, Customer Negotiations, Entrepreneurship, Social Media, Social Media Marketing, Positioning, SaaS, Enterprise Software, Sales Process, Direct Sales, CRM, Business Development, Account Management, New Business Development, Multi-channel Marketing, Cloud Computing, Online Advertising, Demand Generation, ERP, Channel, B2B Marketing, Sales, Marketing, Business Strategy, Go-to-market Strategy, PPC, Competitive Analysis, SEM, Email Marketing, Business Intelligence, Integrated Marketing, Direct Marketing, Brand Management, Strategy, Brand Development, Management
Education
Louisiana State University 2013 — 2015
Master of Business Administration (MBA), International Business
Brigham Young University 2000 — 2006
Bachelor of Arts (B.A.), Advertising and Marketing; Marketing
Scarsdale High School 1996 — 2000
Nomura July 2012 - August 2015
JPMorgan Chase July 2008 - July 2012
Bear Stearns June 2006 - July 2008
NASA September 2002 - May 2006
Lehman Brothers June 2005 - August 2005
Skills
Java, SQL, Fixed Income, Perl, C++, VBA, Equities, Databases, Unix, Microsoft SQL Server, Investment Banking
Education
Brandeis University 2002 — 2006
B.S., Economics, Mathematics, Computer Science
Stuyvesant High School 1998 — 2002
Liberty Publishing House 2011 - Present
Global Advertising Strategies June 2008 - 2010
Global Advertising Strategies 2006 - 2008
World Jewish Congress 2004 - 2006
UNDP 2003 - 2004
JPMorgan Chase 2000 - 2002
Skills
Digital Media, Digital Strategy, Marketing, Advertising, Brand Development, Media Planning, Event Management, Digital Marketing, Social Media Marketing, New Media, Creative Direction, Online Advertising, Integrated Marketing, Foreign Languages, Cross-cultural..., Computer Proficiency, Project Management, Operations Management, Publishing, Office Management, Business Development, Market Research, Ebooks, Product Marketing, Video Editing, Microsoft Office, Skilled Multi-tasker, Cross-cultural Teams, International NGOs, Fundraising, Pitching Ideas, Account Management, Grasp New Concepts..., Customer Relations, Production Management, Voice Over, Inventory Management, International Marketing, Product Development, Web Content Management, Client Relations, Ninja Skills, Conflict Resolution, Corporate Branding, Corporate Events, Press Relations, Sales, Social Media..., Event Planning, Interactive Marketing
Education
Brandeis University 1996 — 2000
B.A.
Mario Sinacola & Sons December 2012 - Present
Essilor of America February 2009 - July 2012
Texas Woman's University August 2006 - June 2010
Essilor of America August 2007 - February 2009
EduCorp Training & Consulting March 2006 - May 2007
JPMorgan Chase November 1999 - October 2005
Southwest Airlines May 1994 - October 1999
Skills
Performance Management, Talent Management, Organizational..., Training, Succession Planning, Leadership, Employee Training, Leadership Development, Training Delivery, Cross-functional Team..., Onboarding, Management, Recruiting, Change Management, Business Process..., Career Development, Organizational Learning, Process Improvement, Organizational..., Human Resources, Strategy, HRIS, Career Counseling, Management Consulting, Analysis, Start-ups, Organizational Design, E-Learning, Instructional Design, Operations Management, Team Building, Employee Benefits, Project Management, Employee Relations, Employee Engagement, Talent Acquisition, Personnel Management, Workforce Planning, Executive Coaching, Adult Learning Theory, Contract Negotiation, SPHR, DISC, CPLP
Education
Texas A&M University 2014 — 2018
Doctor of Philosophy (PhD), Human Resources Development
The University of Dallas 2000 — 2003
MBA, HR Management and Organization Development
Brigham Young University 1986 — 1994
BS, Psychology
BNY Mellon April 2013 - May 2014
JPMorgan Chase February 2013 - April 2013
State Street Bank September 2009 - December 2012
KPMG May 2008 - October 2009
State Street Corporation 2004 - May 2008
Investors August 2003 - October 2004
Education
Bridgewater State University 2005 — 2006
Masters
Johnson & Wales University 2001 — 2003
Primaire
Bloomberg lp April 2006 - Present
BLOOMBERG FINANCIAL MARKETS 1998 - Present
Bloomberg 1998 - Present
JPMorgan Chase 1988 - 1992
Skills
Electronic Trading, Bloomberg, Equities, Fixed Income, Trading Systems, Customer Relations, Bloomberg Terminal, FX, Equity Trading, Customer Service, Options, Trading, Derivatives, Portfolio Management, Capital Markets, Series 7, Bonds, Financial Markets, Market Data, Equity Derivatives, Securities, Asset Management, Commodity, FX Options
Education
Briarcliffe College 1994 — 1998
Telecommunications
Freeport high school
Zinterra Media Corporation April 2011 - Present
Olsen Ventures, Inc. December 2006 - April 2011
Kintera August 2003 - January 2007
JP Morgan Private Bank April 2002 - August 2003
JPMorgan Chase January 2001 - April 2002
Skills
Strategic Planning, Process Improvement, Project Management, Microsoft Office, CRM, Business Analysis, Account Management, Marketing Strategy, Mutual Funds, Securities, Business Development, Start-ups, Customer Service, Mergers & Acquisitions, Salesforce.com, Negotiation, Marketing, Entrepreneurship, Public Speaking, Leadership, Online Advertising, Online Marketing
Education
Brigham Young University 1995 — 2000
Bachelor's degree, Economics
Dealertrack Technologies April 2014 - Present
MSC Industrial Supply Co. December 2013 - April 2014
Taproot Foundation 2012 - 2013
BNY Mellon January 2005 - 2012
Pershing, a BNY Mellon company December 1996 - January 2005
Viacom / MTVN May 1996 - December 1996
JPMorgan Chase 1992 - May 1996
Skills
Vendor Management, SDLC, PMO, ITIL, Disaster Recovery, Business Analysis, Enterprise Architecture, IT Management, Governance, IT Strategy, IT Service Management, Process Improvement, Integration, Change Management, Business Intelligence, Project Management, Project Portfolio..., Business Continuity, PMP, Data Center, Enterprise Software, Team Leadership, Solution Architecture, Security, Software Documentation, Requirements Analysis, SharePoint, Information Security, Information Technology, Program Management, Risk Management, Software Development, Data Warehousing, Mergers & Acquisitions, Salesforce.com..., Requirements Gathering, IT Operations, Visio, System Deployment, Outsourcing, Infrastructure, Business Process..., Project Delivery, Business Process, Software Project..., Resource Management, Cloud Computing, Service Delivery, Incident Management, CRM
Education
Hofstra University 2000 — 2005
Bachelor of Science (BS), Information Technology
Nassau Community College 1997 — 2000
Associate of Science (A.S.), Information Technology
Briarcliffe College 1986 — 1987
Diploma, Industrial Electronics Technology/Technician, 3.0
Sallie Mae Bank June 2005 - October 2014
JPMorgan Chase 2001 - 2005
First USA Financial Services January 1997 - April 2001
US Bank (formerly First Bank Systems) 1994 - 1996
Skills
Banking, Commercial Card, Financial Analysis, Contract Negotiation, Treasury Management, Financial Regulation, Asset liability..., Student Loans, Board Relations, Financial Services, Credit, ALM, Internal Audit, Treasury, Risk Management, Management, Payments, Executive Management, Cash Management, Finance, Credit Cards, Accounting, Capital Markets, Sarbanes-Oxley Act, Financial Risk, Forecasting, Portfolio Management, Financial Modeling, Leadership, Corporate Finance, Mergers & Acquisitions, Strategic Financial...
Education
Brigham Young University 1998 — 2000
MBA
Bucknell University 1987 — 1991
Bachelor of Science in Business Administration, Accounting Major, Religion Minor
BMO Harris Bank November 2014 - Present
Charter One Bank March 2014 - Present
JPMorgan Chase May 2012 - March 2014
FJ Zak Enterprises, DBA Cici's Pizza March 2010 - May 2012
SunTrust Mortgage January 2009 - January 2010
JPMorgan Chase May 2005 - January 2009
Wells Fargo Home Mortgage July 2003 - May 2005
Crescent Mortgage August 2002 - July 2003
Heartland Home Finance September 2001 - July 2002
Skills
Account Management, New Business Development, Credit, Mortgage Lending, Loans, Banking, Sales Management, FHA, Customer Service, Sales, Financial Analysis, Investments, Underwriting, Team Building, Real Estate, Credit Analysis, Negotiation, Operations Management, Strategic Planning, Marketing, Training, Leadership, Customer Retention, Management, Mortgage Banking, Business Development, Loan Origination, Refinance, Process Improvement, Customer Satisfaction, Coaching, Insurance, Selling, Analysis, Human Resources, Risk Management, Finance
Education
Brigham Young University 1992 — 1994
Utah Valley University 1989 — 1990
JPMorgan Chase July 2013 - Present
MT&L January 2011 - May 2013
Integrated Printing Solutions 2009 - 2011
Business Logistic Services January 2007 - June 2008
Wachovia October 1993 - January 2007
First Union (Wachovia) 1993 - 2007
First Union National Bank 1993 - 2005
AT&T Universal Card Services 1990 - 1993
AT&T Universal Card 1990 - 1993
Citibank 1985 - 1990
Skills
Budgets, Operations Management, Securities, Process Improvement, New Business Development, Financial Services, Product Management, Risk Management, Coaching, Team Leadership, Sales Management, Vendor Management, Management, Team Management, Customer Service, Strategic Planning, Customer Satisfaction, Business Strategy, Team Building, Change Management, Analysis, Cross-functional Team..., Sales, Business Development, Credit Cards, Marketing Strategy, Strategy, Project Management, Banking, Account Management, Leadership, Business Process..., Inventory Management, Executive Management, Manufacturing, CRM, Transaction Processing, Start-ups, P&L Management, Program Management, Mergers & Acquisitions, Outsourcing, Business Planning, Product Development, Six Sigma, Competitive Analysis, Contract Negotiation, Strategic Partnerships, Management Consulting, Business Analysis
Education
Briar Cliff University 1980 — 1985
JPMorgan Chase September 2012 - Present
Proskauer Rose LLP September 2003 - September 2012
Proskauer Rose LLP September 2003 - August 2012
Skills
Litigation, Employment..., Arbitration, Class Actions, Civil Litigation, Employment Law, Legal Research, Employment Contracts, Legal Writing, Non-compete Agreements, Dispute Resolution, Mediation, Legal Advice, Courts, Breach Of Contract, Trade Secrets, Appeals, Employee Relations, Corporate Governance, Wage & Hour, Torts, Privacy Law, Restrictive Covenants, Copyright Law, Legal Assistance, Securities Litigation, Severance, Hearings, Corporate Law, Alternative Dispute..., Trials, Securities Regulation
Education
University of Southern California Law School 2000 — 2003
JD, Law
Brandeis University 1996 — 2000
BA, Cum Laude, English, Philosophy
North Shore Hebrew Academy High School November 2013 - Present
The Digital Superstore March 2003 - Present
Computer Equipment Services January 2012 - November 2013
American Defense Systems Inc April 2011 - October 2011
Carillon Nursing & Rehabilitation Center July 2006 - May 2010
JPMorgan Chase 1997 - 2005
Aerotek Telecommunications February 1993 - April 1997
Aerotek Telecommunications February 1993 - March 1997
Skills
Data Center, Servers, Windows Server, Active Directory, Infrastructure, System Deployment, Vendor Management, DNS, IT Management, System Administration, PMO, Project Portfolio..., Business Analysis, Visio, PowerPoint, Outlook, SharePoint, MS Project, Network Engineering, Citrix, Project Delivery, HP, Project Management, Windows, Group Policy, Microsoft Exchange, Business Case, RFP, Risk Management, Internet Explorer, Microsoft Word, Malwarebytes, Regedit, Team Leadership, WSUS, Login Scripts, IBM ThinkPad, Dell Workstations, Barracuda Spam Filter, Symantec Backup, Server 2000-2008, Barracuda Spam Firewall, ESET, GoToMyPC, AVG, Google Apps
Education
Briarcliffe College
Computer Operations
Hofstra University
Suburban Technical School
Diploma, Advanced Electronic Technology
Huntington National Bank January 2015 - Present
AEP Energy August 2012 - December 2014
JPMorgan Chase March 2003 - August 2012
Accenture 1998 - 2003
Skills
Application Architecture, Enterprise Architecture, Internet Banking, Vendor Management, Application Development, Enterprise Application..., Technology Development, Technology..., Offshore Software..., Software Development, Software Project..., E-commerce, Web Services, Solution Architecture, IT Management, SDLC, Program Management, SOA, IT Strategy, Financial Services, Agile Methodologies, Business Intelligence, Project Portfolio..., Business Analysis, Requirements Analysis, Requirements Gathering, PMO, EAI
Education
University of Missouri-Columbia 1996 — 1998
BS, Computer Science
Brigham Young University 1989 — 1995
Bachelor of Arts, Comparative Literature
Hasbro February 2013 - Present
State Street 2012 - 2012
JPMorgan Chase 2011 - 2012
State Street Corporation February 1998 - May 2011
Skills
Financial Services, Management, Mutual Funds, Fixed Income, Equities, Middle Office
Education
NECF / UC Berkley 2003 — 2005
Graduate Certificate, Finance
Bridgewater State University 1994 — 1998
Bachelors, Management Science
JPMorgan Chase June 2012 - Present
Bain & Company January 2010 - June 2012
General Dynamics June 2009 - January 2010
Bain & Company June 2008 - August 2008
Zions Bank May 2004 - August 2007
Skills
Strategy Development, Treasury Management, Financial Analysis, Performance Improvement, Financial Modeling, M&A due diligence, Market Research, Corporate Finance
Education
Harvard Business School 2007 — 2009
MBA
Brigham Young University 2002 — 2004
B.S.
Guggenheim Investments May 2008 - Present
Rydex Investments January 2003 - May 2008
State Street May 1999 - January 2003
State Street August 1997 - May 1999
JPMorgan Chase 1995 - 1997
Education
Bridgewater State University 1984 — 1989
Bachelors, Accounting/Finance
Merrill Lynch January 2013 - Present
Wells Fargo Advisors October 2011 - December 2012
JPMorgan Chase August 2009 - October 2011
prosper inc March 2004 - August 2009
Education
Brigham Young University 2004 — 2007
Utah Valley University 2001 — 2003
iconectiv April 2015 - Present
Ericsson September 2013 - March 2015
JPMorgan Chase September 2008 - September 2013
Robert Wood Johnson Foundation 2007 - 2008
Prudential 2006 - 2007
Yeshiva University 2005 - 2006
Sinai Special Needs Institute 2003 - 2005
Telcordia Technologies 1990 - 2003
Skills
User Interface Design, User Experience, Usability Testing, Usability, Wireframes, Information Architecture, Agile Methodologies, Task Analysis, Requirements Analysis, Public Speaking
Education
Brown University 1985 — 1989
PhD, Cognitive Psychology
Brandeis University 1980 — 1984
BA, Psychology
Boca Raton Community High School
JPMorgan Chase April 2012 - Present
Commerce Bank of Arizona/Towne Bank of Arizona June 2006 - April 2012
Johnson Bank January 2004 - June 2006
Bank One January 2003 - January 2004
The CIT Group July 2001 - January 2003
American Financial Resources March 2001 - June 2001
Brycon Corporation May 2000 - March 2001
Wal-Mart June 1998 - February 2000
Skills
Credit, Financial Analysis, Spanish, Credit Analysis, Commercial Banking, Banking, Credit Risk, Underwriting, Loans, Commercial Lending, Small Business Lending, Cash Flow, Financial Risk, Lines Of Credit, Loan Origination, Asset Based Lending, Commercial Mortgages, Risk Management, Commercial Real Estate, Variance Analysis, Corporate Finance, Accounting, Finance
Education
University of Arizona, Eller College of Management 1996 — 1998
Master of Business Administration, Finance and Health Care
Brigham Young University 1993 — 1996
Bachelor of Science, Business Management and Finance
EMC July 2013 - Present
Forefront Technologies August 2012 - July 2013
WAVE Technology Solutions Group July 2011 - September 2012
ALTAsoft Inc November 2007 - June 2011
SAIC 2006 - November 2007
JPMorgan Chase December 2005 - July 2006
SAIC July 2001 - December 2005
AMX International March 2000 - July 2001
Domain Systems March 1997 - March 2000
EDS Group January 1995 - February 1997
Skills
Documentum, Enterprise Content..., Document Management, Integration, Data Migration, Enterprise Architecture, Requirements Analysis, Oracle, Solution Architecture, Microsoft SQL Server, Linux, Windows Server, Business Process, SOA, Business Analysis, Project Management, Subversion, Software Project..., xCP, .NET, Agile Methodologies, Software Development, Web Services, IT Strategy, Pre-sales, SDLC, SharePoint, Unix, Enterprise Software, Business Process..., XML, IT Management, WDK, SaaS, IIS, Java Enterprise Edition, Weblogic, Tomcat
Education
Brigham Young University 1990 — 1993
BS ME, Mech Eng
University of Utah 1988 — 1990
TD Bank Group November 2008 - Present
JPMorgan Chase July 2006 - August 2008
Skills
E-commerce, Small Business Lending
Education
Bridgewater State University 2002 — 2006
Bachelor of Arts and Sciences, Communication Studies
The Comprehensive Group July 2014 - Present
Belle Haven Investments October 2013 - July 2014
JPMorgan Chase September 2012 - July 2013
M.J. Whitman LLC May 2009 - September 2012
J.B. Hanauer & Co. 1995 - 2009
Merrill Lynch 1994 - 1995
Education
Brandeis University 1987 — 1991
BA, American Studies/Legal Studies
Institute of European Studies
Livingston High School
Livingston High School
Black Diamond June 2015 - Present
State Street Bank August 2007 - June 2015
JPMorgan Chase April 2007 - August 2007
Skills
Excel modeling, Fixed Income, Bloomberg, Credit Derivatives, Bonds, Investments, Equities, Bloomberg Terminal, Finance, Financial Analysis, Financial Services, Financial Modeling, Derivatives, Securities, Banking
Education
Bridgewater State College
Bachelor of Science, Finance, Economics, Management, cum laude
JPMorgan Chase May 2000 - Present
Skills
Sales, Account Management, Salesforce.com, Merchant Services, payment card processing, electronic Payments, Credit cards, International payments, Electronic Check..., Credit Cards, Payment Systems, Debit Cards, Electronic Payments
Education
Bridgewater State University 1976 — 1980
Bachelor of Education (BEd)
Nordstrom March 2015 - Present
CompuCom September 2014 - March 2015
CompuCom August 2013 - September 2014
CompuCom August 2012 - August 2013
CompuCom February 2012 - August 2012
JPMorgan Chase August 2011 - January 2012
Quorum Review, Inc June 2009 - August 2011
Quorum Review May 2006 - June 2009
Quorum Review July 2004 - May 2006
Quorum Review July 2003 - July 2004
Skills
Usability Testing, User Experience, Information Architecture, Heuristic Evaluation, Agile Methodologies, User-centered Design, Mobile Devices, Interaction Design, Usability
Education
University of Washington 2009 — 2010
Certificate, User-Centered Design
University of Washington 2008 — 2010
MS, Information Management
University of Washington 2003 — 2004
Certificate, Editing
Brandeis University 1998 — 2002
BA, Near Eastern & Judaic Studies
UBS Investment Bank August 2013 - Present
CIBC World Markets February 2001 - July 2013
JPMorgan Chase May 1997 - February 2001
Education
University of Maryland College Park 1996 — 1998
MBA, Finance, Entrepreneurship
Brigham Young University 1991 — 1994
BA, Economics
China Renaissance March 2013 - Present
Mirae Asset Securities (HK) 2007 - 2012
Lehman Brothers 2005 - 2007
Deutsche Bank 2000 - 2005
JPMorgan Chase 1998 - 2000
Skills
Equity Research, Portfolio Management, Capital Markets, Mergers & Acquisitions, Strategy, Investments, Investment Banking, Entrepreneurship, Trading, IPO, Equities, Hedge Funds, Valuation, Private Equity, Financial Modeling, Emerging Markets, Management
Education
Brandeis University 1986 — 1990
Bachelor of Science (BS), Economics/History
RDIG, LLC Independent ConsultantThirty-One GiftsApril 2012 - Present
Fidelity National Information Services April 2005 - Present
FAME Inc. April 2004 - April 2005
JPMorgan Chase October 1999 - December 2002
JPMorgan Chase September 1998 - September 1999
JPMorgan Chase September 1988 - September 1998
Education
Briarcliffe College 1998 — 2001
Bachelors of Business Administration, Major: Business Administration, Minor: Information Technology
Briarcliffe College 1997 — 1997
Diploma, Computer Servicing Technology
Nassau Community College 1989 — 1992
Associates in Science, Major: Liberal Arts and Science – Math and Science, Minor: Information Processing
CMG Financial August 2014 - Present
CMG Financial December 2013 - July 2014
JPMorgan Chase May 2012 - November 2013
JPMorgan Chase September 2010 - May 2012
JPMorgan Chase January 2010 - August 2010
JPMorgan Chase June 2009 - December 2009
JPMorgan Chase January 2009 - May 2009
First Horizon Home Loans July 2007 - February 2008
Quintet Mortgage October 2006 - March 2007
GE Money Home Loans August 2004 - May 2006
Skills
Mortgage Lending, Loans, Management, Mortgage Banking, Loan Origination, Customer Service, Refinance, Funding, Loss Mitigation, Analysis, Operations Management, Microsoft Excel, Software Documentation, Financial Analysis, Process Improvement, Banking, Finance, Credit, Risk Management, Credit Analysis, Quality Assurance, Quality Auditing, HUD, Residential Mortgages, Financial Risk, Consumer Lending, FHA, Credit Risk, Compliance, Teamwork
Education
Brigham Young University 2000 — 2001
Bachelor of Science (BS), Business - Emphasis in Management Information Systems
Harbinger Capital Partners August 2009 - Present
Silver Point Capital July 2005 - August 2009
JPMorgan Chase 2003 - 2005
PricewaterhouseCoopers 1998 - 2003
Education
Brandeis University
First Republic Bank April 2013 - Present
Greenwich Bank & Trust, NA 2011 - March 2013
Caramoor Capital Group, Inc. July 1995 - 2013
USA Bank 2009 - 2010
Hampstead Financial Corporation 1997 - 1998
JPMorgan Chase 1989 - 1995
Cushman & Wakefield 1987 - 1987
Skills
Real Estate Economics, Real Estate, Real Estate Financing, Loans, Asset Managment, Mortgage Lending, Commercial Mortgages, Due Diligence, Underwriting, Investments, Real Estate Development, Valuation, Commercial Real Estate, Real Estate Transactions, Asset Management, Banking, REO, Residential Mortgages, Funding, Finance, Leases, Property, Condos, Loan Origination, Construction Loans, Disposition, Commercial Lending, Brokerage, Financial Structuring, Portfolio Management, Investment Properties, Credit Analysis, Mortgage Banking, Credit, Asset Based Lending, Debt Restructuring, Commercial Banking, Private Banking, Acquisitions, Residential Homes, Foreclosures, First Time Home Buyers, Financial Advisory
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Real Estate and Finance
Brandeis University 1981 — 1985
BA, Biology
JPMorgan Chase ManagerJP Morgan Chase & Co2005 - Present
J.P. Morgan Chase Bank 2005 - Present
JPMorgan Chase - Treasury Services 2005 - 2009
JPMorgan Chase 1989 - 2009
Skills
Business Analysis, Banking, Process Improvement, SDLC, Project Management, Disaster Recovery, Microsoft Office, Risk Management, PMO, Customer Service, Microsoft Excel, Requirements Analysis, Visio, Business Process..., Requirements Gathering, Software Documentation, Vendor Management
Education
Emmanuel College 2005 — 2008
MSM, Management
Brandeis University 1972 — 1976
BA, Theater Arts
Sovereign Bank May 2010 - Present
JPMorgan Chase April 2006 - May 2009
Bank of New York Mortgage 2000 - 2006
Republic National Bank of New York 1993 - 2000
Education
Brandeis University 1987 — 1991
BA, Politics and History
Liberty Mutual Insurance February 2012 - Present
Liberty Mutual February 2010 - February 2012
JPMorgan Chase November 2006 - January 2009
Skills
Insurance, Financial Modeling, Financial Analysis, Risk Management, Portfolio Management
Education
Thunderbird School of Global Management 2009 — 2009
MBA Global Management, Finance
Brigham Young University - Hawaii 2000 — 2002
International Business
Brigham Young University
JPMorgan Chase March 2014 - Present
Oak Creek Analytic Solutions April 2012 - March 2014
Capital One April 2010 - March 2012
Ameriprise Financial 2006 - 2008
Ameriprise Financial Services, Inc. 2004 - 2006
American Express 2002 - 2004
American Express 2002 - 2002
American Express 1997 - 2002
Skills
SAS, Predictive Modeling, Statistical Modeling, Predictive Analytics, Segmentation, Credit, Strategy, Analytics, Analysis, Econometrics, Financial Risk, Basel II, Risk Management, Business Intelligence, Logistic Regression, Leadership, Credit Risk, Portfolio Management, CRM, Valuation, Statistics, Cross-functional Team..., Time Series Analysis, Data Mining, Banking, Finance, Management, Credit Cards, Marketing Analytics
Education
Texas A&M University
Ph.D, Agricultural Economics
BYU
B.S, M.S., Agricultural Economics
Apple June 2015 - Present
The Ohio State University September 2011 - May 2015
JPMorgan Chase May 2014 - August 2014
JPMorgan Chase May 2013 - August 2013
AbbVie May 2011 - July 2011
Brigham Young University October 2009 - April 2011
Skills
R, LaTeX, SAS, Regression, Statistics, Data Analysis, Teaching, Statistical Programming, Excel, Statistical Modeling, Bayesian statistics, Econometrics, SAS Programming
Education
The Ohio State University 2011 — 2015
Doctor of Philosophy (Ph.D.), Statistics
Brigham Young University 2009 — 2011
Master of Science (M.S.), Statistics
Unilever October 2013 - Present
Unilever October 2012 - October 2013
LG Electronics January 2012 - September 2012
LG Electronics January 2010 - January 2012
LG Electronics July 2008 - January 2010
PNC Global Investment Servicing December 2006 - May 2008
JPMorgan Chase September 2004 - September 2006
Skills
Financial Modeling, Sensitivity Analysis, P&L Management, Profitability Analysis, Process Improvement, Contract Negotiation, Corporate Finance, Customer Trade Analysis..., Effective Presentation, Trade Marketing, Customer Profitability, Excel Dashboards, Report Development, Marketing Mix, Trade Fund Management, Product Management, Forecasting, Market Research, Cross-functional Team..., Valuation, Strategic Financial..., Analysis, CO-PA, Variance Analysis, CRM, Financial Planning, Management, Product Marketing, Financial Analysis
Education
Brandeis University 1999 — 2003
Bachelor of Arts, Economics
Investment Banking Institute 2011 — 2011
Financial Modeling and Valuation
Boston College 2003 — 2003
Summer Course, Financial and Managerial Accounting, 4.0
연세대학교 / Yonsei University 2000 — 2000
Summer Semester, Courses in Economics, Korean Language
CFA Institute
Passed Level 1 Exam, Finance
Freelance May 2009 - Present
Optima Group 2005 - 2009
JPMorgan Chase 1990 - 1994
Skills
Marketing Strategy, Marketing Communications, Market Research, Graphic Design, Marketing, Creative Direction
Education
Columbia University - Columbia Business School 1985 — 1987
mba
Brandeis University 1980 — 1984
marlboro high school 1976 — 1980
AIG April 2010 - Present
AIG February 2009 - April 2010
JPMorgan Chase April 2008 - October 2008
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
Master of Business Administration (MBA), Finance, International Business
Brandeis University 2003 — 2007
B.A., Economics
PwC April 2010 - Present
JPMorgan Chase December 2009 - March 2010
Taylor, Bean & Whitaker Mortgage Corp. March 2005 - August 2009
Skills
Accounting, Financial Analysis, Financial Statements, Banking, Account Reconciliation, Microsoft Excel, Process Improvement, Internal Controls, Finance
Education
Bridgewater State University 2001 — 2004
B.S., Accounting & Finance
JPMorgan Chase Investment Banking and Mortgage Backed Securities Litigation$
Skills
AML, FINRA, OFAC, ISDA, Capital Markets, Dodd-Frank, Securities Regulation, Corporate Governance, Banking, Securitization, Derivatives, Loans, Structured Finance, Hedge Funds
Education
Brandeis University
Bachelor's degree, English Literature
Fordham Law School
Doctor of Law (JD)
JPMorgan Chase January 2001 - Present
Hambrecht & Quist LLC August 1996 - January 2001
NASD March 1989 - July 1996
Skills
FINRA, Risk Management, Securities, Financial Risk, Banking, AML, Capital Markets, Hedge Funds, Fixed Income, Financial Services, Equities
Education
Brandeis University
Bachelor of Arts (BA), Economics
The George Washington University
Master of Business Administration (MBA), International Business
Mayer Hoffman McCann P.C. July 2012 - Present
Northern Arizona University August 2011 - May 2012
Deckers Outdoor Corporation May 2011 - August 2011
ELWOOD FINACIAL March 2010 - May 2010
AZTEC Engineering October 2007 - February 2009
AZTEC Engineering June 2004 - March 2007
JPMorgan Chase February 2000 - June 2004
Skills
Auditing, Financial Accounting, Time Management, Financial Statements, Financial Analysis
Education
THE WA FRANKE COLLEGE OF BUSINESS 2011 — 2012
Master of Business Administration, Accounting
Brigham Young University 2001 — 2004
Bachelor of Engineering (B.Eng.), Civil and Environmental Engineering
JPMorgan Chase September 1988 - Present
Skills
Trade Finance, Banking, Structured Finance, Loans, International Trade, Trade Compliance, Corporate Governance, Corporate Finance, Financial Services, International Trade Law, AML, Corporate Law, Investment Banking, Trading, Credit, Public Speaking, Research, Risk Management, Strategic Planning, Due Diligence, Private Equity, Project Management, Capital Markets, Nonprofits
Education
University of Pennsylvania Law School 1975 — 1978
Doctor of Law (JD)
Brandeis University 1971 — 1975
Bachelor of Arts (BA), American/United States Studies/Civilization
JPMorgan Chase May 2013 - Present
Superior Court of New Jersey, Appellate Division August 2011 - December 2011
Pernod Ricard May 2011 - August 2011
Supreme Court of the State of New York, Civil Term May 2010 - August 2010
Kliman Law Offices May 2008 - August 2008
Stroz Friedberg, LLC September 2007 - May 2008
Brandeis University September 2007 - May 2008
Brandeis University September 2006 - December 2006
Education
Fordham University School of Law 2009 — 2012
J.D., Law
Brandeis University 2005 — 2009
B.A., Economics / Politics, Minor, East Asian Studies / Women & Gender Studies
Comcast October 2011 - Present
Citi July 2006 - February 2012
JPMorgan Chase March 1991 - July 2006
JPMorgan Chase March 1991 - July 2006
JPMorgan Chase March 1991 - July 2006
JPMorgan Chase March 1991 - July 2006
Skills
Banking, Account Reconciliation, Credit, Auditing, Management, Accounting, Process Improvement
Education
Strayer University 2013 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.8
Briarcliff College 1997 — 2000
Associates Degree; Bachelors Degree, Business Management; Business Management w; MIS
Briarcliffe College 1987 — 2000
ASSOCIATE, BUSINESS MANAGEMENT
Goldey Beacom College
BS, MIS
JPMorgan Chase June 2011 - Present
JP Morgan Chase January 2011 - June 2011
JPMorgan Chase November 2001 - December 2010
Skills
Management, Wealth Management, Commercial Banking, Financial Analysis, Retirement Planning, Asset Management, Fixed Income, CRM, Analytics, Project Management, Sales Management, Mutual Funds, Financial Services
Education
Brandeis University 1996 — 2000
Bachelor's degree, Sociology
JPMorgan Chase September 2002 - June 2010
Systemax June 1992 - June 2002
Systemax, Inc June 1992 - June 2002
Education
Briarcliffe College 1989 — 1991
A.A.S, Office Technology
Briarcliffe Secretarial School
Secretarial Diploma
JPMorgan Chase March 2014 - Present
Discover Financial Services January 2010 - March 2014
J Stone Living, Inc. November 2008 - January 2010
Skills
Mortgage Lending, Mortgage Banking, FHA, Refinance, Loan Origination, Loans, Residential Mortgages, FHA financing, Credit, NMLS Licensed, Licensed Real Estate..., Appraisal License, Licensing, Mortgage Underwriting, Consumer Lending, Loss Mitigation, Credit Analysis, Mortgage Servicing, Loan Servicing, Lines Of Credit
Education
Brandman University, Part of the Chapman University System 2011 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
College of the Desert 1995 — 1997
Associate of Arts (AA)
Positive Promotions January 2007 - Present
JPMorgan Chase April 1999 - December 2005
Education
Bay Shore High School 1988 — 1991
Branford Hall Career Institute-Bohemia Campus
Bank of America March 1998 - Present
JPMorgan Chase August 1983 - March 1998
Skills
Customer Service, Strategic Planning, Negotiation, Recruiting, Commercial Lending, Microsoft Office
Education
Briarcliffe College 1981 — 1983
Bachelor of Science (B.S.)
JPMorgan Chase 2008 - Present
Education
Brigham Young University
Bachelor of Science - Finance Major
University of Washington
Pacific Coast Banking School
Clarfield, Okon, Salomone, & Pincus, P.L. September 2013 - Present
Stein, Wiener, & Roth, LLC March 2012 - September 2013
A&J Process Service, LLC 2008 - February 2012
Mellon Investor Services November 2006 - August 2008
JPMorgan Chase 1982 - 2006
Skills
Civil Litigation, Microsoft Excel, Westlaw, Legal Research, Legal Writing, Notary Public, Document Review, Legal Assistance, Litigation, Courts, Mediation, Criminal Law, Microsoft Word, PowerPoint, Real Estate, Customer Service, Pleadings, Microsoft Office, Financial Analysis, Lexix, LPS, Vendorscape, Tracers, General Ledger, Financial Risk, Foreclosures, Internal Audit
Education
Briarcliffe College
Associate of Science (A.S.), Legal Assistant/Paralegal
Suny Farmingdale
Associate of Science (A.S.), Business Administration, Management and Operations
Baker & Hostetler LLP December 2007 - Present
JPMorgan Chase January 2005 - November 2007
Merrill Corporation February 2004 - November 2006
Education
Bridgewater State University 1998 — 2002
Bachelor's degree, Communication and Media Studies
State Street January 2007 - Present
JPMorgan Chase September 2002 - December 2006
Education
Bridgewater State University 1998 — 2002
Bachelor's Degree, Accounting and Finance