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
Progressive Insurance July 2013 - Present
Wells Fargo July 2010 - May 2013
JPMorgan Chase January 2009 - May 2010
JPMorgan Chase September 2006 - January 2009
Skills
Banking, Loans, Portfolio Management, Sales, Management, Cross Selling, Insurance
Education
California State Polytechnic University-Pomona
Bachelor of Business Administration (BBA), Finance, Real Estate, and Law
JPMorgan Chase June 2014 - August 2014
California Baptist University May 2012 - June 2012
SUPERVALU January 2009 - January 2011
Skills
AutoCAD, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Access, Matlab, Customer Service, Visual C++, Dreamweaver, Microsoft Excel, Travel, MS Project, Mathematics, Computer Proficiency, Music, Drums, Piano, Keyboardist, Engineering
Education
California Baptist University 2011 — 2015
Bachelor's degree, Civil Engineering
College of DuPage 2009 — 2011
General Coursework
Washington Trust Bank October 2010 - Present
JPMorgan Chase February 2008 - October 2010
Skills
Refinance, Real Estate, Consumer Lending, Home Equity Loans, Financial Services, Loans, Credit, Mortgage Lending, Small Business Lending, Banking, Credit Analysis, Commercial Lending
Education
University of Idaho 2012 — 2013
Bachelor's degree, Psychology
California Baptist University
Bank of America July 2013 - Present
JPMorgan Chase September 2004 - July 2013
John Filighera and associates September 2001 - September 2004
Dominican Hospital Santa Cruz January 1993 - June 1996
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, FHA, Refinance, Loan Origination, Banking, Residential Mortgages, Credit Analysis, VA loans, FHA financing, Finance, Government Loans, First Time Home Buyers, Home Equity Lines of..., Investment Properties, Real Estate Financing, Single Family Homes, Condos, Real Estate, Real Estate Transactions, Investors, Referrals, FHA Financing, VA Loans
Education
Cabrillo College
Western International Securities November 2013 - Present
JPMorgan Chase July 2011 - November 2013
Northwestern Mutual September 2009 - July 2011
Jim Burke Ford March 2005 - September 2009
PG&E - Diablo Canyon Nuclear Power Plant January 2000 - June 2004
Skills
Retirement Planning, Strategic Financial..., Investments, Life Insurance, Series 6, Long Term Care Insurance, Series 63, Financial Analysis, Insurance, Financial Advisory, Finance, Uniform Combined State..., Mutual Funds, Banking, Training, Sales, Wealth Management, Retail Banking, Fixed Annuities, Disability Insurance, Strategic Planning, Underwriting, Credit, Mortgage Lending, Securities, Series 7, Budgets, Asset Allocation, Financial Planning
Education
California State University-Bakersfield 2002 — 2004
Bachelor of Science, Business Management
California Polytechnic State University-San Luis Obispo 2000 — 2002
Finance/Business Management
JPMorgan Chase June 1994 - Present
Skills
Business Analysis, Home Inspections, Real Estate, Estimating, Project Management, Construction Management, Marketing, Banking, Property, Credit, REO, Retail Banking, Finance, Risk Management, Customer Service, Business Development
Education
Cal Poly Pomona 1988 — 1991
Bachelor's Degree, Business Adminstration, Marketing Mgmt
Fullerton College 1984 — 1988
Associate's Degree, Business Administration and Management, General
MassMutual Financial Group December 2012 - Present
Northwestern Mutual November 2010 - November 2012
JPMorgan Chase 2010 - 2010
Farmers Insurance & Financial Services August 2000 - December 2009
Monterey.com, Inc. September 1999 - May 2008
Monterey.com, Inc. September 1999 - May 2006
Skills
Disability Insurance, Fixed Annuities, Retirement Planning, Life Insurance, Investments, Annuities, Term Life Insurance, Long Term Care, Employee Benefits, Financial Planning, Retirement, Estate Planning, Wealth Accumulation
Education
California Polytechnic State University-San Luis Obispo 1993 — 1998
B.S., Business Administration - Management
University of California Office of the President October 2014 - Present
UC Irvine November 2012 - October 2014
Fresh & Easy Neighborhood Market, Inc. May 2012 - September 2012
Southern California Edison September 2010 - May 2012
JPMorgan Chase May 2009 - September 2010
Freddy's Painting Services July 2004 - April 2009
Skills
SAP R/3, MS Project, Microsoft Excel, Microsoft Office, Microsoft Word, Kronos Timekeeping, PeopleSoft, Outlook, Lotus Notes, QuestionMark, Visio, SnagIt, PowerPoint, ADP Payroll, Cold Calling, Screening Resumes, Crystal Reports, Vlookup, Pivot Tables, Sumif, Ad Hoc Reporting, Banking, TRS, PPS, DOS commands, B2B2C, Collective Bargaining, Management, Performance Management, EDL, Informatics, MS Excel Pivot Tables, New Hire Orientations, Interviews, Temporary Placement, Taleo, Onboarding
Education
California State Polytechnic University-Pomona 2001 — 2007
Bachelor of Science (B.S.), Business/Management & Human Resources
Movement Mortgage, LLC April 2015 - Present
Caliber Home Loans August 2014 - April 2015
Land Home Financial Services February 2014 - August 2014
Stonegate Mortgage Corporation (NYSE: SGM) August 2013 - February 2014
JPMorgan Chase May 2004 - July 2013
Washington Mutual November 1996 - April 2004
Skills
Loans, Refinance, Recruiting, Investment Properties, Mortgage Banking, Mortgage Lending, Loan Origination, FHA, Management, FHA financing, Training, Residential Mortgages, Credit, Business Planning, Credit Analysis, Consumer Lending, Referrals, Customer Service, VA loans, USDA, Mortgage Underwriting, Government Loans, Certified Mortgage..., Construction Loans, Home Equity Loans, Reverse Mortgages, Loss Mitigation, Commercial Mortgages, Mortgage Servicing, Underwriting, Commercial Lending, Home Equity Lines of..., Small Business Lending, Lines Of Credit, Real Estate Financing, Loan Servicing, Cross Selling, Real Estate Economics, Finance, Credit Risk, Retail Banking, FHA Financing, VA Loans, Leadership
Education
Cal Poly San Luis Obispo 1994 — 1996
BS, Business
NCTI 2010 — 2010
EMT-B, Emergency response
Nationstar Mortgage June 2015 - Present
EdgeMAC June 2012 - Present
JPMorgan Chase August 2009 - June 2012
Washington Mutual August 2007 - August 2009
New Century Mortgage September 2002 - August 2007
Skills
Credit, Analytics, Portfolio Management, Mortgage Lending, Banking, Loan Origination, Loans, Mortgage Banking, Credit Risk, Risk Management, Capital Markets, Financial Modeling, Valuation, Vendor Management, Workforce Planning, Operational Planning, Strategic Planning
Education
California State Polytechnic University-Pomona
Bachelor's Degree, Finance, Real Estate & Law
T-Mobile March 2012 - Present
Routh Crabtree Olsen December 2009 - March 2012
JPMorgan Chase September 2008 - June 2009
Washington Mutual January 2002 - June 2009
Central Management Systems August 1999 - March 2001
Application Methods 1991 - 1999
Software Products International 1983 - 1991
Skills
Visio, Microsoft SQL Server, VBScript, C#, Data Modeling, Microsoft Office, User Interface Design, PowerPoint, Microsoft Excel, Microsoft Word, Access, Software Documentation, ASP.NET, SDLC, Software Development, T-SQL, .NET, SQL, WinForms, Oracle, Business Analysis, Agile Methodologies, Integration
Education
Point Loma Nazarene University 1980 — 1982
BA, Economics/Business Administration
California Polytechnic State University-San Luis Obispo 1977 — 1980
Graphic Communications
PIMCO January 2015 - Present
PIMCO September 2013 - January 2015
JPMorgan Chase April 2011 - September 2013
Skills
Time Series Analysis, Mutual Funds, Credit Analysis, Loans, Credit, Retirement Planning, Wealth Management, Fixed Income, Portfolio Management, Bloomberg, Investments, Financial Modeling, Commercial Lending, Financial Analysis, Microsoft Office, Series 7, Corporate Finance, Microsoft Excel, Equities, Asset Management, Finance
Education
California Polytechnic State University-San Luis Obispo 2008 — 2011
Bachelor of Science (BS), Business Administration - Finance
California Polytechnic State University-San Luis Obispo 2008 — 2011
Bachelor of Science (BS), Finance and Financial Management Services
Tyco International September 2014 - September 2015
JPMorgan Chase August 2013 - July 2014
AIG April 2013 - May 2013
Deutsche Bank May 2012 - August 2012
The Dow Jones Corporation February 2011 - July 2011
Credit Suisse October 2010 - February 2011
Netcom Information Technology – MSDN certification program August 2009 - September 2010
Citigroup April 2008 - June 2009
Citibank May 2006 - April 2008
Citibank - CBNA February 2001 - May 2006
Skills
MS Access VBA, Report Development, Report Design, MS Excel VBA, MS Access Query Design, MS Project, MS Access Front End..., MS Excel Pivot Tables, Microsoft Office, Macro, Array Processing, MS Access / Excel..., Chart, Microsoft Excel, Microsoft Word, Databases, Data Analysis, Arrays, Access DAO, Microsoft SQL Server, Database Design, Data Mining, Business Intelligence, Business Continuity..., Information Management, Information Technology, HTML, Risk Management, Credit Risk, Asset Managment, Asset Allocation, Consumer Banking, Private Banking, Compliance, Project Planning, Project Delivery, Visual Studio, Project Portfolio..., Project Coordination, SharePoint, PowerPoint, Formulas, Database Triggers, CSS, Stored Procedures, ODBC, Visio, Structured Analysis, Structured Lending..., .NET Compact Framework
Education
Stevens Institute of Technology 2002 — 2005
Master of Science (M.S.), Management Information Systems, 3.6
Cal Poly Pomona 1991 — 1996
Bachelor of Science (B.S.), Computer Information Systems, B Average
JPMorgan Chase CEO and FounderEntrepreneurs EliteJanuary 2013 - Present
Education
California Maritime Academy
Bachelor's Degree, International Business and Marketing Logistics
John Wiley and Sons November 2013 - Present
The Leukemia & Lymphoma Society January 2013 - November 2013
Gap Inc./Old Navy March 2012 - December 2012
Target November 2008 - March 2012
JPMorgan Chase June 2001 - October 2008
Skills
Human Resources, Talent Acquisition, Talent Management, Onboarding, Employee Relations, Leadership, Leadership Development, Succession Planning, Time Management, Team Building, Employee Engagement, Conflict Resolution, Employee Training, Performance Management, New Hire Orientations, Recruiting, Customer Satisfaction, Sales, Hiring, Training
Education
California Coast University 2012 — 2016
Master of Arts (MA), Organizational Leadership
California Coast University 2008 — 2011
Bachelor of Science, Management
AMP July 2015 - Present
AMP January 2015 - July 2015
Solve Healthcare May 2014 - January 2015
JPMorgan Chase May 2011 - May 2014
Bank of America June 2009 - May 2011
Skills
Business Strategy, Risk Management, Business Analysis, Goal Analysis, Research, Root Cause Analysis, Problem Solving, Finance, Information Systems, Microsoft Excel, Business Process..., Analysis, SDLC, SQL, Databases, Mortgage Lending, Financial Analysis, Data Analysis, Microsoft Office
Education
California Lutheran University
Master of Science (MS), Information Systems and Technology
California State University-Northridge
Bachelor of Science (BS), Finance
JPMorgan Chase March 2010 - Present
Independant Nonprofit Consultant 2008 - 2010
Wachovia Bank 2006 - 2008
Wells Fargo Home Mortgage 2001 - 2005
Fannie Mae 1997 - 2001
Skills
Banking, Financial Services, Real Estate, Mortgage Banking, Loans, Credit, Underwriting, Loan Origination, Loss Mitigation, FHA, Credit Analysis, Finance, Residential Mortgages, Mortgage Underwriting
Education
California State Polytechnic University-Pomona
BS / Business Administration
Hope International University
MBA
Pasadena City College
Associate of Arts (A.A.)
United Real Estate January 2015 - Present
Podley Properties March 2014 - December 2014
JPMorgan Chase January 2011 - July 2012
Starbucks September 2007 - October 2010
Countrywide Mortgage Services February 2003 - June 2007
T-Mobile March 2001 - January 2003
Skills
PowerPoint, Microsoft Excel, Customer Service, Outlook, Time Management, Microsoft Word, Microsoft Office, Leadership, Marketing, Retail, Project Management, Public Speaking, Recruiting, Strategic Planning, Sales, Visio, Social Media, Real Estate Investment..., Real Estate Transactions, Mortgage Lending, Networking, Team Leadership, Buyers, First Time Home Buyers, Negotiation, Finance, Investment Properties, Real Estate, Sellers, Residential Homes, Management, Event Planning, Teamwork, Loans, Relocation, Training, Research, Marketing Strategy, Short Sales, Foreclosures, Contract Negotiation, Event Management, Commercial Real Estate, Single Family Homes, Investors, Communication
Education
Certified International Specialist 2014 — 2014
CIPS Designation, Real Estate Development
Beijing Language and Culture University 2012 — 2013
Certificate, Chinese Language and Culture Studies
California State Polytechnic University-Pomona 2008 — 2011
Bachelor of Arts (B.A.), Business Administration and Management, General
Rio Hondo College 2006 — 2008
Associate of Arts (A.A.), Business/Commerce, General
Citrus College 2003 — 2004
General Education, General Studies
Gabrielino High School 1994 — 1998
High School Diploma, General Education
SchoolsFirst Federal Credit Union January 2013 - Present
JPMorgan Chase Bank September 2010 - May 2012
JPMorgan Chase 2010 - 2012
Bank of America January 2010 - August 2010
Bank of America January 2007 - December 2009
Bank of America May 2006 - December 2006
US Bank September 2005 - May 2006
PFF Bank and Trust November 2004 - September 2005
Citibank March 2003 - November 2004
Wells Fargo September 2001 - March 2003
Skills
Management, Leadership, Training, Recruiting, Business Development, Banking, Team Leadership, Analysis, Sales, Customer Satisfaction, Finance, Marketing, Coaching
Education
California Maritime Academy 1995 — 2000
B.S, Facilities Engineering Technology
Bank of America Home Loans December 2013 - Present
Bank of America February 2012 - December 2013
JPMorgan Chase May 2011 - December 2011
AT&T Mobility April 2009 - March 2011
Enterprise Rent-A-Car November 2004 - March 2009
Cabo San Luis November 2000 - March 2003
Discount Tire Centers April 1999 - October 1999
Skills
Customer Service, Process Scheduler, Accounts Receivable, Purchasing, Reviews, Salesforce.com, Sales, Customer Satisfaction, Forecasting, Account Management, Inventory Management, Outlook, Cold Calling, Training, Management, Customer Retention
Education
National University 2009 — 2012
Masters, Marketing/Marketing Management, General, 3.1
California Polytechnic State University-San Luis Obispo 1999 — 2003
B.S., Marketing Management
Cuesta College 1999 — 2001
Associate, General Education
Fountain Valley High School
Law Office of Arturo S. Suarez-Silverio, LLC March 2013 - Present
Perez, Gonzalez, & Galleno, LLC May 2011 - February 2013
JPMorgan Chase October 2007 - April 2009
NCG Companies June 2006 - October 2007
Skills
Bilingual-Spanish, Microsoft Office, Abacus, Legal Research, Litigation, Legal Documents, Westlaw, Legal Writing, Legal Assistance, Courts
Education
Caldwell University 2015 — 2018
Behavioral Psychology
Middlesex County College 2006 — 2012
Associate, Paralegal Studies
Manchester Community College 2002 — 2005
Hayashi Wayland July 2014 - Present
Hayashi Wayland July 2012 - June 2014
Hayashi Wayland January 2011 - June 2012
Lapp, Fatch, Myers & Gallagher January 2010 - May 2010
JPMorgan Chase January 2004 - February 2010
Skills
GAAP, Internal Controls, Financial Statements, CPA, Financial Reporting, Auditing, Income Tax, Financial Accounting, Tax Preparation, Microsoft Word, Accounting
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
Bachelor of Science, Accounting
Golden Gate University 2014 — 2016
Master of Business Administration (MBA), Accounting Concentration
Leadership Salinas Valley, Class XXXII
Chevron March 2014 - Present
JPMorgan Chase June 2013 - March 2014
Johnson & Johnson August 2007 - June 2013
Johnson & Johnson 2004 - 2007
Johnson & Johnson August 2001 - 2004
Safeway June 2000 - July 2001
Skills
Data Warehousing, Java, J2EE, .NET, ASP.NET, ASP.NET AJAX, C#, J#, VB.NET, Cognos, SQL, SQL Server, Oracle, MS Project, SharePoint, SOX, Data Privacy, Software Project..., Project Execution, Project Delivery, Business Analysis, Business Intelligence, Business Relationship..., Business Requirements, Vendor Management, Project Management, Business Process, Requirements Analysis
Education
Rutgers Graduate Business School 2006 — 2009
Master of Business Administration (MBA), Marketing
California State Polytechnic University-Pomona 1996 — 2000
Bachelor of Science (B.S.), Computer Science
La Canada High School, CA 1992 — 1996
JPMorgan Chase September 2013 - Present
Meridian Foods LLC June 2006 - Present
Mission Valley Bank January 2013 - September 2013
Union Bank March 2011 - December 2012
JPMorgan Chase August 2009 - February 2011
Latino Business Association 2009 - 2010
Gamma Zeta Alpha 2006 - 2010
Verizon Wireless December 2007 - January 2009
Skills
Banking, Strategic Planning, Customer Service, Sales Management, Credit, Cross Selling, Mortgage Lending, Business Development, Loans, Public Speaking, Policy, Economics, Sales, Real Estate
Education
California Lutheran University 2012 — 2014
Master of Business Administration (MBA), Marketing
University of California, Santa Barbara 2006 — 2010
B.A., Political Science
Santa Cruz County Bank February 2014 - Present
Bank of America January 2013 - December 2013
JPMorgan Chase September 2011 - December 2012
Oxford Instruments March 2011 - July 2011
R and E Designs October 2008 - December 2010
Walgreens July 2006 - August 2008
Ben Lomond Market April 2004 - March 2005
Skills
Customer Service, Mortgage Lending, Credit, Outlook, Refinance, Loans, Finance, Notary Public, Notary, FHA, Loan Origination, Mortgage Banking, Banking, Commercial Lending, Consumer Lending, Credit Analysis, Financial Analysis, Investment Properties, Microsoft Office, Real Estate, Residential Mortgages
Education
University of California, Santa Cruz 2009 — 2010
B.A, Business Management of Economics
San Francisco State University 2008 — 2009
N/A, Maketing
Cabrillo College 2006 — 2008
Associate in Arts- With Honors, Business
San Lorenzo Valley High School 2002 — 2006
JPMorgan Chase January 2013 - Present
First Western Trust Bank June 2008 - March 2013
JPMorgan Chase October 2003 - June 2008
Sun Microsystems January 2000 - June 2001
Skills
Treasury Management, Loans, Commercial Banking, Commercial Lending, Treasury Services, Financial Analysis, Relationship Management, Underwriting, Small Business Lending, Retail Banking, Portfolio Management, Commercial Mortgages, Credit, Consumer Lending, Credit Analysis, Banking, Cash Management, Mortgage Lending, Credit Risk, Private Banking, Risk Management, Finance, Cash Flow, Wealth Management, Financial Services, Strategic Financial..., Mortgage Banking
Education
Chapman University 2008 — 2009
CTP, Certified Treasury Professional
California Polytechnic State University-San Luis Obispo 1999 — 2001
MBA, Finance
The University of Texas at Austin 1992 — 1995
BS
Mt. San Antonio College 1990 — 1992
AA
Fairview High School
JPMorgan Chase December 2014 - Present
Compliance Analyst November 2013 - December 2014
JPMorgan Chase June 2011 - November 2013
Franklin Credit Management Corp. February 1998 - September 2010
Olympia Mortgage Corporation January 1996 - February 1998
Independence Savings Bank August 1994 - January 1996
Nations Bank December 1992 - June 1994
Chase Bank June 1989 - December 1992
Skills
Loss Mitigation, Credit, Loans, Mortgage Lending, Loan Servicing, Credit Analysis, Foreclosures, Portfolio Management, Bankruptcy, Analysis, Default, Mortgage Banking, Management, Mortgage Servicing, Loan Origination
Education
California Coast University 2005 — 2008
Bachelor of Science, Management
JPMorgan Chase August 2012 - Present
JPMorgan Chase August 2011 - November 2012
JP Morgan Chase 2009 - August 2011
Washington Mutual October 2003 - September 2008
DiamondCluster Consulting May 2000 - October 2003
Wells Fargo Bank September 1996 - April 1999
Skills
Business Strategy, Strategic Planning, Management Consulting, Financial Analysis, Product Management, Business Development, Cross-functional Team..., Customer Insight, Project Management, Forecasting
Education
Indiana University - Kelley School of Business 1999 — 2001
MBA
California Polytechnic State University-San Luis Obispo 1988 — 1992
Bachelor of Science (BS)
La Jolla High School
JPMorgan Chase & Co. March 2009 - November 2014
Everbank July 2008 - February 2009
Astoria Federal Savings April 2008 - June 2008
WAMU June 2005 - February 2008
Wells Fargo 2003 - 2005
JPMorgan Chase 1989 - 2003
Skills
Mortgage Banking, Mortgage Lending, Credit, Loans, Consumer Lending, Mortgage Underwriting, Credit Risk, Banking, Underwriting, Process Improvement, Credit Analysis, Residential Mortgages, Loan Origination, Refinance, FHA, Loss Mitigation, Risk Management, Customer Service, Portfolio Management
Education
California Coast University
MBA, Summa cum laude
State University of New York at Stony Brook
BA
Sayville High School
First Republic Bank October 2011 - Present
JPMorgan Chase May 2005 - October 2011
Mansheen Industries March 2003 - March 2005
Xerox PARC May 2001 - February 2003
eCoverage, Inc. October 1999 - February 2001
dynamic pictures / 3Dlabs April 1997 - September 1999
Skills
Business Analysis, Data Center, Vendor Management, Integration, Requirements Analysis, Cross-functional Team..., Project Management, Enterprise Software, Strategy, Management, Change Management, Servers, Project Planning, Testing, Networking, Leadership, Analysis, IT Management, IT Strategy, Infrastructure, SDLC, SQL, Strategic Planning, System Deployment, Technical Support, Training
Education
University of Phoenix 2009 — 2010
Concord High School 1986 — 1990
California Polytechnic State University-San Luis Obispo
Diablo Valley College
JPMorgan Chase March 2004 - Present
Skills
Mortgage Banking, Loan Origination, Refinance, VA loans, Mortgage Lending, Residential Mortgages, FHA financing
Education
San Jose State University
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Cabrillo College
Associate of Arts (AA), General Studies
JPMorgan Chase September 2012 - Present
Molino & Associates Inc. 2006 - October 2012
Education
Caldwell College
U.S. Department of Justice February 2014 - Present
Mason Harriman Group July 2009 - January 2014
Guardian Life Insurance May 2006 - April 2009
JPMorgan Chase March 2001 - August 2005
IBM April 2002 - April 2004
Fleet Bank February 1999 - May 2001
Quest Diagnostics January 1998 - February 1999
Citibank June 1986 - January 1998
Skills
Program Management, Project Portfolio..., Business Analysis, Engineering, Project Management, Vendor Management, IT Strategy, PMO, IT Management, Disaster Recovery, Change Management, SDLC, Strategic Planning, Certified Project..., Incident Management, Process Improvement, Data Center, Governance, Business Intelligence, Strategic Leadership, ITIL, IT Enabled Business..., Outsourcing, Integration, Security, Management, Leadership, Strategy, PMP, Enterprise Architecture, Risk Management, Service Delivery, Information Technology, Enterprise Software, Cloud Computing, Business Transformation, Infrastructure, Executive Management, Networking, Business Process..., Management Consulting, IT Outsourcing, Business Strategy, Team Building, Business Continuity, Software Development, Mergers & Acquisitions, IT Operations, Operations Management, Project Planning
Education
California Coast University 1994 — 1996
BBS - Management, Management and Finance
JPMorgan Chase April 2008 - Present
Bank of America 2004 - 2008
Bank of America 2001 - 2004
Bank of America 2000 - 2001
Bank of America 1999 - 2000
Bank of America 1997 - 1999
Bank of America 1995 - 1997
Acme Mortgage Company 1991 - 1995
Skills
Credit, Banking, Commercial Banking, Mortgage Banking, Business Development, Sales Management, Networking, Customer Service, Strategic Planning, Sales, Finance, Relationship Management, Loans, Risk Management, Credit Analysis, Small Business Lending, Commercial Lending, Portfolio Management
Education
Cal Poly Pomona 1992 — 1998
Bachelor's of Science, International Business and Marketing Management
Airbnb June 2014 - Present
JPMorgan Chase 2012 - 2014
FinCEN - U.S. Department of the Treasury 2008 - 2012
Skills
AML, Bank Secrecy Act, USA PATRIOT Act, KYC, OFAC, Banking, Policy Writing, Risk Management, Anti Money Laundering, Fraud
Education
California Lutheran University
Bachelors of Arts, International Studies and Political Science
Middlebury Institute of International Studies at Monterey
Master of Arts, International Policy Studies
JPMorgan Chase June 2013 - Present
Morgan Stanley Wealth Management October 2012 - May 2013
Wells Fargo November 2007 - September 2012
Education
California Lutheran University 2014 — 2016
Master of Business Administration (M.B.A.), Finance
California State University-Northridge 2010 — 2012
B.A., Business Management
Moorpark College 2007 — 2010
General Education
Accenture June 2014 - Present
Parasoft September 2012 - June 2014
JPMorgan Chase March 2012 - September 2012
JPMorgan Chase July 2009 - July 2011
Skills
Windows Server, DNS, DHCP, Active Directory, Microsoft SQL Server, VMware, Windows 7, Computer Hardware, Visio, Linux, SOA, Virtualize, Customer Support, Troubleshooting, Windows XP Pro, Visual Studio, Customer Service, HTML, CSS, Eclipse, Photoshop, Microsoft Word, Microsoft Excel, PowerPoint, FrontPage, Erwin, Unix, XP, XML, OS X, Windows, Operating Systems, Windows XP, SQL, System Administration
Education
California State Polytechnic University-Pomona 2009 — 2012
Bachelor of Science, Business Administration- Computer Information Systems
Rio Hondo College 2006 — 2008
Associate of Art, Business Administration
Claims Recovery Financial Services, LLC August 2013 - Present
Department of Homeland Security/FEMA January 2011 - Present
JPMorgan Chase March 2011 - August 2013
Mission Oaks National Bank February 2008 - August 2008
Inland Community Bank March 2007 - January 2008
BD Counsulting October 2000 - March 2007
Citizens Business Bank April 1999 - October 2000
Community Bank December 1978 - May 1988
Mitsubishi Bank of California 1973 - 1975
Bank of America 1970 - 1973
Skills
Loans, Underwriting, Mortgage Lending, Portfolio Management, Banking, Financial Analysis, Finance, Credit Analysis, Real Estate, Risk Management, Loan Origination, Business Development, Credit, Strategic Planning, Commercial Lending, Lines Of Credit, Commercial Banking, Mortgage Banking, Small Business Lending, Consumer Lending, Credit Risk, Commercial Mortgages, Analysis, Leadership, Financial Services, Retail Banking, Financial Risk, Loss Mitigation, Structured Finance, Asset Management, Due Diligence
Education
Southern Methodist University 1985 — 1987
Diploma, Commercial Banking
California State Polytechnic University-Pomona 1980 — 1981
Business Management
Cerritos College 1972 — 1974
Business Management
Northern Arizona University 1965 — 1966
Business Management
Reso Holdings, Inc. April 2014 - Present
JPMorgan Chase January 2013 - April 2014
Bloomspot.com (Acquired by JP Morgan Chase January 2013) December 2009 - January 2013
DRink PR August 2008 - December 2009
Entercom June 2007 - March 2008
Clear Channel Radio 2005 - 2007
Skills
Selling, Team Management, Business Development, Relationship Marketing, Marketing Strategy, Lead Generation, New Business Development, Account Management, Management, B2B, Sales, Sales Management, Social Media Marketing, Leadership, Advertising, Online Advertising, Interviews, Analytics, Social Media, Entrepreneurship, Email Marketing, Marketing, Public Relations, Cold Calling, Negotiation, Digital Media, Salesforce.com, Social Networking, Start-ups, Qualifying Prospects, Strategic Partnerships, Digital Marketing, Sales Operations, Sales Process
Education
California Polytechnic State University-San Luis Obispo 2001 — 2004
Bachelor of Arts (BA), Speech Communication and Rhetoric
JPMorgan Chase Retired Vice President, IT Dept.JPMorgan ChaseJuly 1969 - March 2001
J.P.Morgan Chase Bank July 1969 - March 2001
Skills
Risk Management, Vendor Management, Disaster Recovery, SDLC, Management, Business Process..., IT Service Management, Software Project..., Integration
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1974 — 1977
MBA, Info Mgmt + International Business
Cairo University 1963 — 1966
MS, Statistics
KPMG US June 2015 - Present
JPMorgan Chase 2014 - March 2015
JPMorgan Chase 2010 - 2014
KPMG Advisory 2007 - 2010
KPMG Advisory, San Francisco, CA 2003 - 2007
Skills
Project Management, Business Process..., IT Audit, Business Process..., Change Management, Sarbanes-Oxley Act, Program Management, Risk Management, Risk Assessment, PMO, Outsourcing, Governance, Business Process
Education
California Polytechnic State University-San Luis Obispo
Business Administration, Public Accounting, Information Systems
Stanford University
Booz Allen Hamilton October 2014 - Present
Intuit February 2013 - February 2014
Booz Allen Hamilton July 2010 - February 2013
Bridgepoint Education April 2010 - July 2010
YMCA of San Diego County June 2004 - July 2008
JPMorgan Chase June 2002 - February 2004
Club Med November 2001 - May 2002
Skills
Leadership, Program Management, Management, Training, Project Management, Marketing, Public Speaking, Budgets, Coaching, Leadership Development, Strategy, Event Management, Change Management, Financial Analysis, Process Improvement, Time Management, Financial Reporting, Video Production, Account Management, Organizational..., Communication, Team Facilitation, Relationship Management, Management Consulting, Emotional Intelligence, Development & delivery..., Training Facilitation, Audio Engineering, Customer Service, Data Visualization, Data Analysis, Tableau
Education
California Polytechnic State University-San Luis Obispo 2008 — 2009
MBA, Management
Miami University 1997 — 2001
Bachelor of Science (BS), Mass Communication
New Trier High School
JPMorgan Chase 2013 - Present
Rabobank 2010 - 2013
Cru June 2009 - July 2011
Heritage Oaks Bank March 2006 - May 2009
Skills
Commercial Banking, Account Management, SaaS, Banking, Business Analysis, New Business Development, Financial Analysis, Financial Risk, Strategic Financial..., Risk Management, Mergers & Acquisitions, Portfolio Management, Cash Management, Financial Services, Lines Of Credit, Credit Cards, Credit, SBA, Treasury Management, Commercial Lending, Credit Analysis, Credit Risk, Real Estate, Asset Based Lending, Cash Flow, Valuation, Management Consulting, Business Planning, FX Options, Loans
Education
California Polytechnic State University-San Luis Obispo 2002 — 2007
Bachelor's degree, Finance, General
John Aaroe Group October 2012 - Present
Alan Taylor Real Estate October 2009 - August 2012
JPMorgan Chase August 2005 - September 2007
Cenutry 21 Jervis 2003 - 2006
Skills
Real Estate, Real Estate Transactions, Social Media, Business Strategy, Negotiation, Short Sales, Single Family Homes, Loans, Listings, REO, Condos, First Time Home Buyers, Investors, Sellers, Relocation, Luxury, New Home Sales, Buyer Representation, Buyers, Foreclosures, Move Up Buyers, Referrals, SFR, Residential Homes, Investment Properties, Relocation Buyers, Townhomes, Income Properties, Resellers, Mortgage Lending
Education
Cal Poly Pomona 2002 — 2005
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
LA Financial Credit Union August 2013 - October 2014
ume credit union August 2011 - August 2013
JPMorgan Chase May 2009 - August 2011
Skills
Consumer Lending, Commercial Banking, Credit Analysis, Small Business Lending, Lines Of Credit, Commercial Lending, auto, personal credit...
Education
Pasadena City College 2010 — 2012
Associate's degree, Natural Sciences
Cal Poly Pomona
Payment Depot December 2014 - Present
Payment Depot May 2013 - December 2014
Switch May 2011 - April 2013
JPMorgan Chase May 2010 - September 2011
Skills
Customer Service, Leadership, Sales, Social Media Marketing, Marketing, Event Planning, Facebook, Event Management, Social Networking, Time Management, PowerPoint, Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, Retail, Outlook, Micros, Merchant Services, Merchant Accounts, Merchant Card Processing, Data Entry, Salesforce.com, Account Management
Education
California State Polytechnic University-Pomona 2009 — 2013
BS, Hospitality
Sonora High School 2005 — 2009
H.S. Diploma, general education
JPMorgan Chase June 2012 - Present
GfK Custom Research North America 2008 - June 2012
SunGard Availability Services 2004 - 2008
Christiana Care Health System 2002 - 2004
Christiana Care Health System 2000 - 2002
Nolu Plastics, Inc. 1997 - 2000
Skills
Employee Relations, Management, Human Resources, Recruiting, Talent Acquisition, Employee Engagement, Talent Management, Succession Planning, Deferred Compensation, Performance Management, HRIS, Onboarding, Employee Benefits, HR Policies, HR Transformation, Benefits Administration, HR Consulting, Training, Employer Branding, Applicant Tracking..., Workforce Planning, FMLA, College Recruiting, Interviews, Employee Training, Compensation & Benefit, Career Development, Personnel Management, Technical Recruiting, New Hire Orientations, Organizational Design, 360 Feedback, Career Counseling, Change Management, Conflict Resolution, Employee Handbooks, Employment Law, Executive Coaching, Organizational..., Policy, Resume Writing, Strategic HR, Workshop Facilitation
Education
Widener University 1998 — 2000
Masters, Human Resource Management
Cabrini College 1992 — 1996
Bachelors, Social Work
JPMorgan Chase November 2009 - Present
DDRP January 1995 - Present
Skills
Investments, Business, Small Business Lending, Small Business, Banking, Finance, Mortgage Lending, Commercial Lending, Credit, Public Speaking, Customer Service, Leadership, Loans, Sales, Portfolio Management
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Applied Science (B.A.Sc.), Agricultural Business and Management
JPMorgan Chase May 2012 - Present
Wells Fargo May 2005 - May 2012
Wells Fargo October 2004 - May 2005
Wells Fargo June 2003 - October 2004
Wells Fargo May 2002 - May 2003
Skills
Banking, Credit, Loans, Risk Management, Customer Service
Education
California State Polytechnic University-Pomona 1999 — 2009
Zymr August 2014 - Present
Various July 2012 - July 2014
Maini Group June 2011 - May 2012
Net Impact January 2010 - December 2010
JPMorgan Chase June 2010 - August 2010
Care2 2010 - 2010
H+ Branding October 2009 - December 2009
Grameen America June 2009 - August 2009
Myndnet June 2008 - August 2008
Singapore Army July 2006 - April 2007
Skills
Entrepreneurship, Business Development, Strategic Planning, Project Management, Brand Development, Strategy, Start-ups, Lead Generation, Marketing Strategy, Digital Strategy, Mobile Devices, Social Media, Consulting, Financial Modeling, Social Media Marketing, Research
Education
California Institute of Integral Studies 2014 — 2017
Master of Arts (MA), Philosophy, Cosmology, and Consciousness
New York University 2007 — 2011
Bachelor of Science (BS), Business Economics
SAFTI Military Institute 2005 — 2006
2LT, Infantry
JPMorgan Chase March 2012 - Present
T-Mobile 2007 - 2012
Skills
Call Centers, Telecommunications, Direct Sales, Sales Management, Leadership, Customer Retention, Customer Service, Sales Operations, Credit
Education
California State Polytechnic University-Pomona 2002 — 2016
Bachelor's degree, Marketing
Kaminske Real Estate March 2010 - Present
JPMorgan Chase July 2000 - February 2009
Washington Mutual Bank December 1992 - July 2000
Education
California State Polytechnic University-Pomona 1982 — 1987
Bachelor of Applied Science (B.A.Sc.), Finance, General
Carmel High School 1975 — 1979
High School Diploma
UC Santa Cruz July 2014 - Present
Driscoll's May 2014 - June 2014
JPMorgan Chase October 2010 - May 2014
Skills
Loans, Customer Service, Series 6, Series 63, Account Management, Retirement Planning, Lines Of Credit, IRAs, Wealth Management, Microsoft Office, Cash Management, Business Planning, Business Analysis, Life & Health Insurance..., Notary Public, Personal Financial..., Investment Management, Credit Management, Real Estate Financing, auto loans, Direct Sales, Telephone Skills, Financial Analysis, Financial Reporting, Hyperion Planning, Bi360, Microsoft Dynamics AX
Education
California State University-Chico 2006 — 2009
Bachelor of Science (BS), Finance and Financial Management Services
Cabrillo College 2003 — 2005
Associate of Arts (A.A.), Business Administration and Management, General
O'Neil Data July 2012 - Present
O'Neil Data July 2011 - July 2012
JPMorgan Chase December 2008 - July 2011
Skills
Digital Printing, Variable Data Printing, Print Management, Print On Demand, Document Management, Process Improvement, Account Management, Digital Asset Management, Customer Service, Time Management, Inventory Management, Sales, Microsoft Excel, PowerPoint, Marketing Strategy, Adobe Acrobat, Project Management, Leadership
Education
California Lutheran University 2008 — 2011
Bachelor's degree, Business Management
Textura Corporation October 2014 - Present
Textura Corporation May 2013 - Present
Nike September 2011 - May 2013
Quicken Loans May 2012 - August 2012
D & G Concepts, Inc. July 2011 - September 2011
JPMorgan Chase September 2007 - June 2011
Skills
Sales, PowerPoint, Microsoft Excel, Microsoft Word, Marketing, Customer Service, Cold Calling, Microsoft Office, Social Media Marketing, Social Networking, Leadership, Account Management, Social Media, Event Planning, Marketing Strategy, Market Research, Team Leadership, Outlook, Marketing Communications, Management, Time Management, Banking, Project Planning, Facebook, Teamwork, Retail
Education
University of Arizona 2009 — 2013
Bachelor of Science, Business Administration - Marketing
California Lutheran University 2006 — 2007
Aerotek May 2015 - Present
Comerica Bank May 2014 - May 2015
JPMorgan Chase March 2013 - May 2014
JPMorgan Chase April 2011 - March 2013
JPMorgan Chase June 2010 - April 2011
Washington Mutual June 2003 - June 2007
Skills
Recruiting, Networking, Customer Service, Banking, Personal Banking, Series 6, Retail Banking, Investment Banking, Commercial Banking, Small Business Lending, Loans, Credit, Mortgage Lending, Microsoft Office, Financial Statement..., Lines Of Credit, Consumer Lending, Home Equity Lines of..., Financial Advisory, Refinance, KYC, Internet Banking, NMLS Licensed, Home Equity Loans, SBA, Home Equity, Teller Operations, Bank Secrecy Act, Bloomberg, Loan Origination, Asset Based Lending
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
Economics, Economics
California Polytechnic State University-San Luis Obispo 2005 — 2009
Bachelor's degree, Economics
Netskope May 2015 - Present
BodyRok January 2015 - Present
ServiceNow – The Enterprise Cloud Company March 2015 - May 2015
VMware September 2013 - January 2014
JPMorgan Chase May 2012 - September 2013
Goldman Sachs July 2011 - February 2012
BlackRock April 2010 - July 2011
Career Group January 2006 - March 2010
Conifer Securities March 2005 - December 2005
Skills
Event Planning, Business Strategy, Event Management, Account Management, Fundraising, Marketing, Social Media, Time Management, Public Relations, Trade Shows, Social Networking, Social Media Marketing, Corporate Events, Customer Service, Sales, Management, Budgets, Outlook, Team Building, Administrative..., PowerPoint, Contract Negotiation, Project Planning, Hospitality, Customer Satisfaction, Email Marketing, Research, Marketing Communications, Graphic Design, Facebook, Marketing Strategy, Advertising, Online Advertising, Business Development, Leadership, Market Research, Entrepreneurship, Recruiting, New Business Development, Strategic Planning, Analytics, Lead Generation, Payroll, Team Leadership, Integrated Marketing, Brand Development, Start-ups, Product Marketing, Negotiation, Project Management
Education
California College of the Arts 1999 — 2003
Bachelor of Arts (BA), Visual Arts
University of San Francisco 1997 — 2003
Bachelor of Arts (BA), Visual Arts
Compensation Analytics, LLC. July 2014 - Present
QBE FIRST April 2012 - July 2014
Bank of America January 2011 - May 2012
OpenSymmetry March 2010 - December 2010
JPMorgan Chase October 2008 - July 2009
Washington Mutual 1999 - 2008
Home Savings of America 1997 - 1998
TestMasters 1991 - 1992
Skills
Microsoft SQL Server, Informatica, Oracle, Analysis, Unix, PL/SQL, SSIS
Education
California State Polytechnic University-Pomona 1992 — 1997
BS, Finance
Temple city high
Marriott International July 2015 - Present
Marriott International February 2014 - Present
California Beer Festival June 2012 - September 2014
Marriott International August 2013 - February 2014
SLS Hotel December 2012 - July 2013
Cal Poly Pomona Office of Events and Special Projects February 2012 - June 2012
NBCUniversal, Inc. February 2010 - June 2010
JPMorgan Chase 2005 - 2010
Skills
Microsoft Excel, Time Management, Microsoft Word, PowerPoint, Photoshop, InDesign, Event Planning, Customer Service, Customer Satisfaction, Problem Resolution, Food & Beverage, Marketing, Hospitality, Outlook, Web Design, Social Networking, Communication Skills
Education
California State Polytechnic University-Pomona 2007 — 2012
Communication, Public Relations
MINDBODY, Inc. May 2012 - Present
JPMorgan Chase January 2004 - May 2012
Skills
Account Management, Financial Analysis, Sales, Banking, Customer Service, Salesforce.com, Risk Management, Cold Calling, Sales Management, Leadership, CRM, Team Leadership, Strategy, Business Development
Education
California Polytechnic State University-San Luis Obispo 2005 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
Cuesta College 2003 — 2005
JPMorgan Chase October 2011 - Present
Wells Fargo November 2005 - September 2011
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Process Improvement, Leadership, PowerPoint, Outlook, Retail, Inventory Management, Contract Negotiation, Social Media, Social Media Marketing, Photoshop, Research, Team Leadership, Sales
Education
Cal Poly Pomona
Investors Bank October 2014 - Present
Sovereign bank July 2005 - June 2010
Hudson United Bank November 2004 - July 2005
JPMorgan Chase March 2001 - November 2004
Skills
Commercial Banking, Credit, Consumer Lending, Small Business Lending, Commercial Lending, Credit Analysis, Mortgage Lending, Cross Selling, Branch Management, Mortgage Banking, Lines Of Credit, Deposits, Commercial Mortgages, Sales, Portfolio Management
Education
Caldwell College 1986 — 1987
Columbia High School 1982 — 1986
High School
City of Hope June 2015 - Present
Foundation Fighting Blindness March 2015 - June 2015
St. Baldrick's Foundation January 2011 - September 2014
Tiger Woods Foundation March 2009 - August 2010
University of San Diego August 2008 - February 2009
JPMorgan Chase March 2008 - October 2008
Wells Fargo Financial July 2005 - October 2007
Acento Advertising January 2005 - June 2005
Skills
Event Planning, Social Media Marketing, Social Media, Event Management, Public Relations, Marketing, Advertising, Non-profits, Marketing Communications, Customer Service, PowerPoint, Marketing Strategy, Budgets, Microsoft Excel, Outlook, Facebook, Fundraising, Sports Marketing, Microsoft Office, Community Outreach, Volunteer Management, Training, Team Building, Public Speaking, Sponsorship, Press Releases, Social Networking, Time Management, Media Relations, Sports, Nonprofits
Education
University of San Francisco 2008 — 2010
Masters, Sport Management
California State Polytechnic University-Pomona 2000 — 2005
Business Administration, Marketing
Arcadia Outdoors, LLC. August 2015 - Present
The Drip Club August 2014 - Present
JPMorgan Chase 2012 - August 2014
GNC July 2010 - February 2012
Skills
Social Media Marketing, Marketing Strategy, Written & Verbal..., Microsoft Office, Customer Experience, Sports Nutrition, Mandarin, Teamwork, Customer Satisfaction, Sales
Education
California State Polytechnic University-Pomona 2012 — 2014
Bachelor’s Degree, Marketing Management
Direct Energy January 2015 - Present
Direct Energy October 2012 - January 2015
Vinson and Elkins August 2011 - April 2012
Sterling Bank September 2010 - August 2011
Invesco Ltd. February 2010 - September 2010
Bank of New York Mellon July 2005 - August 2008
JPMorgan Chase November 2002 - July 2005
United States Naval Reserve 1983 - 2003
JPMorgan Chase July 2000 - November 2002
Chase Manhattan Bank 1997 - 2000
Skills
Cash Management, Treasury, Process Improvement, Financial Analysis, Financial Modeling, Strategy, Forecasting, Capital Markets, Essbase, Management, Budgets, Structured Finance, Program Management, Treasury Management, Due Diligence, Investments, Change Management, Portfolio Management, Mergers, Analysis, Product Management, Business Development, Strategic Planning, Mergers & Acquisitions, Executive Management, Cash Flow, Financial Reporting, Strategic Financial..., Leadership, Banking, Finance, Financial Services, Project Management, Risk Management, Business Process, Internal Audit, CRM, Analytics, Credit, SAP, Corporate Finance, Managerial Finance, Variance Analysis, Sarbanes-Oxley Act
Education
Tulane University - A.B. Freeman School of Business 1991 — 1993
MBA, Electives in Strategy and Finance
California State Polytechnic University-Pomona 1987 — 1991
BS, Finance, Real Estate and Law
University of Houston, C.T. Bauer College of Business
Accounting
Panda Restaurant Group June 2015 - Present
Panda Restaurant Group March 2014 - June 2015
JPMorgan Chase May 2011 - March 2014
American Eagle Outfitters July 2010 - March 2014
HMC Architects June 2013 - December 2013
THINK Together May 2009 - February 2011
Panda Restaurant Group November 2008 - September 2009
Skills
Leadership, Customer Service, Time Management, Sales, Microsoft Excel, Outlook, Data Entry, Microsoft Office, PowerPoint, Finance, Microsoft Word, Access, Banking, Team Leadership, Public Speaking, Data Analysis, I-9 Compliance, Onboarding, Recruiting, Requisitions, Human Resources, Teamwork, Training, Employee Relations
Education
California State Polytechnic University-Pomona
Bachelor of Science (B.S.), Business Administration, Management and Human Resources
TD Ameritrade Institutional November 2014 - Present
True Gentlemen's Jerky May 2013 - Present
TD Ameritrade December 2013 - December 2014
Western Milling LLC August 2012 - January 2013
JPMorgan Chase November 2011 - August 2012
JPMorgan Chase July 2011 - December 2011
Rapid7 January 2011 - April 2011
Skills
Vulnerability Management, Web Application Security, HIPAA, Salesforce.com, Sales, Cold Calling, Account Management, Direct Sales, Start-ups, Microsoft Excel, Entrepreneurship, Real Estate, Real Estate Development, Account Executives, Mac OS, Business Development, Business Intelligence..., Finance, Trade Marketing, Food & Beverage, Organization, Trade Finance, Business Intelligence, Corporate Finance, Customer Service, Management
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
International Business and Marketing
JPMorgan Chase February 2010 - Present
Wells Fargo Bank January 2005 - January 2010
U.S. Bancorp Equipment Finance, Inc. February 2004 - January 2005
GE Capital/SAFE Financial August 2002 - January 2004
ePlus November 2000 - February 2002
Fleet Capital Leasing October 1998 - November 2000
GE Capital June 1996 - September 1998
GE Capital Computer Leasing May 1989 - May 1996
Skills
Loans, Finance, Financial Services, Credit Analysis, Small Business Lending, Commercial Lending, Relationship Management, Commercial Mortgages, Banking, Asset Based Lending, Real Estate, Portfolio Management, Business Development, Sales, Loan Origination, Credit, Cash Management, Investments, Working Capital..., SBA Financing, Commercial Banking, Commercial Real Estate, Funding, Lines Of Credit, Mortgage Lending, Financial Analysis
Education
California Polytechnic State University-San Luis Obispo
B.S.
Saritasa May 2013 - Present
Victor's Wholesale Printing October 2010 - May 2013
Cal Poly Pomona January 2012 - April 2012
SCE April 2011 - April 2012
City of Redlands January 2011 - April 2011
JPMorgan Chase May 2010 - January 2011
Pizza Hut May 2008 - June 2010
Double Play Pizza June 2008 - March 2010
Del Taco September 2006 - June 2008
Skills
MS Office tools, Excel, PowerPoint, Project Planning, Event Planning, Event Management, Production Management, Process Improvement, Business Analysis, Business Process, Supply Chain Management, Inventory Management, Inventory Control, Training & Development, Staff Supervision, Recruitment/Retention, Distribution, Disciplinary, Presentation Development, Customer Relations, Customer Service, Escalation Management, Microsoft Office, Recruiting, Microsoft Word, Microsoft Excel, Account Management, Employee Training, Employee Relations, Program Management, Production Managment, Management, Visio, Training, Incident Handling, Analysis, Vendor Management, Project Management, Budgets, Human Resources, Data Analysis, Teamwork, Time Management, Team Building, SAP, Payroll, Sales, Interviews, Marketing, Employee Benefits
Education
California State Polytechnic University-Pomona 2007 — 2012
Bachlors of Science, Business Administration; Human resource
California State Polytechnic University-Pomona 2007 — 2012
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, General
Morgan Stanley Wealth Management April 2014 - Present
JPMorgan Chase June 2011 - March 2014
Municipal Services Group September 2005 - June 2011
DaimlerChrysler Financial Services January 1999 - July 2005
Ford Motor Credit Company February 1996 - January 1999
Education
California Lutheran University 2013 — 2015
Master of Business Administration (MBA), Financial Planning and Services
Saint Mary's College of California 1982 — 1986
B.S., Business Adminstration & Economics
Anderson Insurance Agency August 2015 - Present
State Farm October 2014 - August 2015
McAdam Financially Advanced™ October 2010 - October 2014
JPMorgan Chase September 2008 - October 2010
Rehrig Pacific Company November 2007 - September 2008
Bank of America November 2006 - November 2007
Ricoh Americas Corporation December 2005 - November 2006
Skills
Retirement Planning, Life Insurance, Estate Planning, Retirement, Term Life Insurance, Series 63, Strategic Financial..., 401k Rollovers, Insurance, College Education..., Supplmental Retirement..., Risk Management, Pension Planning, Long Term Care Insurance, Employee Benefits, Tax Management, Finance, Series 6, Annuites, Trust Services, Disability Insurance, Knowledge Based..., IRA Rollovers, Wealth Management, Wealth, IRAs, Mutual Funds
Education
Caldwell University
Master of Business Administration (M.B.A.), Accounting
Caldwell University 2002 — 2005
Bachelor of Applied Science (B.A.Sc.), International Business
Southern Regional High School
Wells Fargo June 2014 — Present
JPMorgan Chase September 2013 — June 2014
ING October 1999 — September 2013
CGI January 1999 — August 1999
ING June 1998 — December 1998
Advanced Computer Technology September 1996 — May 1998
Future Systems August 1995 — September 1996
Information and Decision Support Center (IDSC) June 1992 — August 1995
Skills
Autosys, Databases, Oracle database..., Microsoft SQL Server, Sybase, Unix, Visual Basic, Requirements Gathering, Software Installation, Loans, SQL, Unix Shell Scripting, ASP, PowerBuilder, T-SQL, Fixed Income, Banking, Financial Risk, Software Development, Business Analysis, PL/SQL, SDLC, Fircosoft modules..., Investment Banking, Equities, Capital Markets, SWIFT payments, Perl, Cognos, Financial Markets, Misys LoanIQ, Oracle PL/SQL..., Sybase Transact-SQL..., SQL Server development, ADP/Broadridge BPSA, Apache Tomcat, Loans Syndication, Risk Management, Requirements Analysis, Credit Risk, AML, Sanction, Data Warehousing, Database Administration, Data Modeling, Dodd-Frank, SSRS, C#, NDM, Oracle
Education
Cornell University 2013 — 2013
Business Administration and Management, General
The American University in Cairo 1993 — 1995
Post graduate degree of Advanced Professional Studies of Computer Sciences & Applications, Computer Sience and Applications, GPA 3.85
Cairo University 1986 — 1991
Bachelor's Degree, Civil Engineering, Very Good
Houlihan Lokey Global Technology Group March 2014 - Present
ArchPoint Partners June 2011 - March 2014
Houlihan Lokey July 2007 - June 2011
Peacock Hislop (now Wedbush Morgan) November 2004 - August 2006
EchoStar Corporation January 2004 - October 2004
Level 3 Communications 2000 - 2001
JPMorgan Chase 1998 - 2000
Skills
Valuation, Finance, Mergers, Financial Modeling, Private Equity, Corporate Finance, Corporate Development, Mergers & Acquisitions, Strategy, Investment Banking, M&A experience, Due Diligence, Business Strategy, Start-ups, Strategic Planning, Financial Services, LBO, Capital Markets, Business Valuation, Emerging Markets, Private Placements, Venture Capital, Divestitures, Investments, Bloomberg, Capital Raising, Debt & Equity Financing, German GAAP, Deal Development, German Teaching, Russian Politics, English Literature, Venture Financing, Asian Cuisine, Fun Loving
Education
London Business School 2006 — 2007
MIF
Thunderbird School of Global Management 2002 — 2003
MBA
California Polytechnic State University-San Luis Obispo 1994 — 1997
Bachelor
Occidental College 1992 — 1994
Acalanes 1990 — 1992
Prospect Mortgage May 2009 - Present
Sigma Kappa Sorority December 2008 - Present
Wachovia Dealer Services October 2008 - May 2009
Strategic Resource Partners September 2008 - October 2008
JPMorgan Chase March 2005 - July 2008
JPMorgan Chase May 2003 - March 2005
JPMorgan Chase May 2000 - May 2003
Skills
Vendor Management, Mortgage Lending, Process Improvement, Interviews, Training, Risk Management, Project Management, Loans, Credit, Business Process..., Leadership, Banking, Sales, Microsoft Office, Management, Sales Operations, Testing, Employee Engagement, Change Management, Analytics, Business Requirements, Research, Analysis, Strategy, Team Building, Team Leadership
Education
California State Polytechnic University-Pomona 1994 — 2000
Bachelor of Science, Business Administration
JP Morgan January 2013 - Present
JPMorgan Chase September 2009 - January 2013
JPMorgan Chase June 2008 - August 2008
Promos - Milan Chamber of Commerce March 2005 - December 2006
China-Italy Chamber of Commerce February 2001 - January 2005
Wan Long Joint Venture September 1999 - January 2001
Skills
Valuation, Finance, Financial Modeling, Corporate Finance, Financial Analysis, Due Diligence, Derivatives, Competitive Analysis, Investment Banking, Bloomberg, Fixed Income, Equities, Hedge Funds, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance
Peking University 1998 — 1999
International Economics Law
Ca' Foscari University of Venice 1993 — 1998
Chinese Language
Nordstrom January 2015 - Present
Nordstrom November 2012 - December 2014
Denali Advanced Integration January 2010 - November 2012
JPMorgan Chase October 2008 - June 2009
Washington Mutual July 2005 - October 2008
Washington Mutual February 2003 - July 2005
Venturi Technology Partners April 2000 - January 2003
Yosho December 1998 - March 2000
Defense Language Institute, U.S. Army February 1996 - December 1998
Defense Language Institute, U.S. Army February 1996 - December 1998
Skills
Agile Methodologies, Solution Architecture, SDLC, Integration, Requirements Analysis, Scrum, Mobile Applications, .NET, Web Applications, Architecture, Architectures, Development Management, Software Development, Software Project..., Microsoft SQL Server, Cloud Computing, Agile Project Management, SQL, ASP.NET, Databases
Education
California Polytechnic State University-San Luis Obispo
Computer Science
Assurant Specialty Property September 2013 - Present
Assurant Specialty Property January 2011 - September 2013
JPMorgan Chase June 2005 - January 2010
Washington Mutual February 2002 - June 2005
Fidelity Federal Bank November 1999 - February 2002
Alliance Mechancial Corporation July 1999 - October 1999
Classic Financial Mortgage Bank March 1997 - June 1999
Skills
PMBOK, Program Management, Information Technology, PMI, SDLC, Process Improvement, PMO, Project Management, Software Project..., Visio, Business Process...
Education
California Coast University 2012 — 2014
Master of Arts (MA), Organizational Leadership, 3.8 GPA
Boston University
Certificate, Project Management
California Coast University
BS, Business Management
Chapman University
Certificate, Leadership Development for Managers
Adobe March 2015 - Present
JPMorgan Chase February 2013 - February 2015
Experian Consumer Direct February 2006 - February 2013
UnitedHealth Group 2000 - 2006
PacifiCare 2000 - 2006
Skills
SDLC, Data Warehousing, Business Intelligence, Microsoft SQL Server, SQL, Business Analysis, Data Modeling, Analytics, ETL, SSIS, Agile Methodologies, Visio, Software Project..., Cognos, T-SQL, Databases, SOA, Requirements Analysis, SharePoint, Vendor Management, .NET, Integration, Enterprise Architecture, Software Development, Oracle, Database Design, Informatica, ASP.NET, Web Development, Oracle SQL
Education
California State Polytechnic University-Pomona 1989 — 1993
Bachelor of Science (B.S.), Computer Information Systems and Business Administration
California State Polytechnic University-Pomona
Waste Management January 2013 - January 2015
Waste Management December 2011 - January 2013
NorthStar Consulting August 2008 - December 2011
Allied Waste July 2007 - July 2008
JPMorgan Chase August 2005 - July 2007
Skills
Condos, Real Estate, Real Estate Transactions, real estate, Investment Properties, Cash Flow, Real Estate Development, SFR, Buyer Representation, Listings, Pricing, Selling, Negotiation, Property, New Home Sales, Brokerage, Analysis, Contract Negotiation, Recycling, Referrals, Relocation, Waste Management, Sales, Budgets, Disposal, Variance Analysis, Marketing, Accounts Receivable, Invoicing, Contract Management, Financial Analysis, Income Statement, Cold Calling, Forecasting, Accounting, Salesforce.com, Finance, Accounts Payable, QuickBooks, CRM, GAAP, Sarbanes-Oxley Act, Data Entry, General Ledger, Leadership, Customer Service, Account Reconciliation, Fixed Assets, Cost Accounting, Spreadsheets
Education
California Polytechnic State University-San Luis Obispo 2000 — 2005
Bachelor's degree, Accounting and Related Services
Tennyson High School 1996 — 2000
Union Bank January 2012 - Present
JPMorgan Chase September 2011 - January 2012
Be True Foods, LLC April 2010 - September 2011
City National Bank July 2009 - October 2009
JPMorgan Chase February 2007 - January 2009
Washington Mutual July 2003 - January 2007
Washington Mutual August 2002 - July 2003
Washington Mutual January 1999 - June 2002
Washington Mutual March 1997 - November 1998
Skills
Requirements Analysis, Business Analysis, Change Management, Access, Enterprise Software, Leadership, Management, Project Planning, Software Documentation, Strategy, Testing, Vendor Management, Analytics, Databases, Banking, Executive Management, SDLC, Process Improvement
Education
California State Polytechnic University-Pomona 1988 — 1993
B.S., Finance, Real Estate & Law
The Art Institute of California San Diego May 2013 - January 2015
The Art Institute of California San DIego May 2011 - May 2013
JPMorgan Chase July 2001 - May 2011
Skills
Loans, Credit, Banking, Financial Analysis, Loan Origination, Finance, Financial Services, Consumer Lending, Cash Management, Retail Banking, Internal Audit, Accounting
Education
California State University-San Marcos 2004 — 2007
Bachelor of Arts (B.A.), Economics
JPMorgan Chase June 2012 - Present
Tekmark Global Solutions October 2011 - June 2012
SkyBridge Resources June 2011 - October 2011
American Home Mortgage Servicing Inc. September 2009 - May 2011
American Home Mortgage Servicing Inc. August 2008 - May 2011
Bear Stearns Companies May 2007 - August 2008
EMC Mortgage Corporation July 2006 - April 2007
Ocwen May 1996 - July 2005
Education
California State Polytechnic University-Pomona 1990 — 1992
Bachelors Degree, Computer Information Systems
Auction.com April 2014 - Present
Pacific Asset Realty September 2006 - Present
The Fartsy September 2013 - Present
JPMorgan Chase September 2008 - September 2013
Marcus & Millichap June 2007 - September 2008
Pacific Commercial Group June 2004 - September 2006
Skills
CNC operation, Laser Cutting, Laser Engraving, Real Estate Transactions, Commercial Real Estate, Corporate Real Estate, Real Estate Tax Appeals, Real Estate License, Appraisals, Staff Appraisal, New Business Development, Event Planning, Customer Service, Team Leadership, Management, Time Management, Coaching, Mortgage Lending, Microsoft Excel, PowerPoint, Financial Reporting, Investments, Risk Management, Investment Properties, Loans, Marketing, Team Building, Business Strategy, Banking, Portfolio Management, Contract Negotiation, Microsoft Word, Asset Managment, Negotiation, Financial Analysis, Financial Modeling, Outlook, Sales Management, Mergers, Microsoft Office, Public Speaking, Asset Management, Cold Calling, Foreclosures, Social Media, Brokerage, Business Development, Marketing Strategy, Strategic Planning, Process Improvement
Education
California State Polytechnic University-Pomona 2001 — 2006
Bachelor of Science (BS), Finance, Real Estate, & Law
JPMorgan Chase
Education
Caldwell University
JPMorgan Chase April 2012 - Present
Chase Card Services October 2006 - April 2012
Varian Medical Systems October 2004 - October 2006
Education
Santa Clara University 1995 — 1999
MBA, Finance, Marketing
California Polytechnic State University-San Luis Obispo 1989 — 1993
Bachelor of Science, Industrial Technology
GE Healthcare - Clarient February 2013 - February 2014
JPMorgan Chase October 2008 - May 2012
Atrium Hotel October 2007 - February 2008
Downey Savings 2003 - 2007
County of Orange January 2002 - June 2003
Randstad Technologies US January 2001 - October 2001
Raytheon January 1999 - November 2000
Skills
Human Resources, PeopleSoft, Employee Relations, Process Improvement, Recruiting, Employee Benefits, Hiring, Interviews, New Hire Orientations, Onboarding, Payroll, Training, Temporary Placement
Education
California State Polytechnic University-Pomona
Bachelor of Science (B.S.), Business Administration with an emphasis in Human Resources and Management
Union Bank July 2010 - Present
JPMorgan Chase March 2007 - June 2010
Wells Fargo Bank September 2002 - February 2007
Nordstrom July 2002 - September 2002
Skills
Commercial Lending, Loans, Small Business Lending, Commercial Banking, Lines Of Credit, Asset Based Lending, Banking, Commercial Mortgages, Consumer Lending, Credit, Credit Analysis, Cross Selling, Loan Origination, Mortgage Lending, Portfolio Management, Real Estate, Retail Banking, Risk Management, SBA, Treasury Management, Underwriting
Education
California State Polytechnic University-Pomona 2000 — 2004
Bachelor of Science, Business Administration - International Business
Dennis J. Knox & Company 2013 - Present
JPMorgan Chase 2012 - 2013
JPMorgan Chase 2009 - 2012
JPMorgan Chase 2007 - 2009
AMC Mortgage Services 2003 - 2007
HCS Cutler 2002 - 2003
United Securities Alliance 2000 - 2002
Skills
Loss Mitigation, Mortgage Lending, Derivatives, Mortgage Banking, Credit, FHA, Loans, Loan Servicing, Asset Management, Credit Analysis, Underwriting, Portfolio Management, Refinance, Mortgage Servicing, Banking, Risk Management, Residential Mortgages, Real Estate, Loan Origination, Credit Risk, Finance, Default, Valuation, Investments
Education
California State Polytechnic University-Pomona 1982 — 1985
Accounting and Business/Management
Young Living Essential Oils August 2014 - Present
CED Vancouver November 2011 - Present
Stay at Home Mom March 2005 - November 2011
iQ Credit Union August 2003 - March 2005
JPMorgan Chase November 2001 - August 2003
Bank of America August 1999 - July 2000
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Social Media, Photoshop, Research, English, Public Speaking, Leadership, Team Leadership, Marketing, Market Research, Time Management, Sales, Marketing Strategy, Retail, Event Planning, Windows, Management, Financial Analysis, Social Networking
Education
Maryland University of Integrative Health 2014 — 2017
Master's Degree, Clinical Nutrition and Integrative Health with a Herbal Medicine concentration
California Lutheran University 2013 — 2014
Master of Business Administration (M.B.A.), MBA in Financial Planning, 3.75
Liberty University 2011 — 2013
Bachelor's Degree, Business Administration, Entrepreneurship, Graduated with 3.75
Portland Community College 2006 — 2008
Associate's Degree, Oregon Transfer
Westview High School 1996 — 1999
JPMorgan Chase April 2010 - Present
JP Morgan Chase January 2009 - April 2010
Washington Mutual February 2003 - 2009
Education
California Lutheran University 1997 — 2001
Bachelor of Science, Business Administration
Lend Street July 2015 - Present
Clayton Holdings February 2008 - February 2014
Washington Mutual 2005 - 2008
WaMu 2004 - 2008
Washington Mutual 2003 - 2008
Washington Mutual Bank 2003 - 2008
Advanta 2001 - 2003
JPMorgan Chase 1996 - 2001
American Express 1987 - 1993
Skills
Banking, Mortgage Lending, Loss Mitigation, Credit, Risk Management
Education
California State Polytechnic University-Pomona
Business Administration, Management and Operations
Wolff Winery October 2011 - Present
Phantom Rivers WInery February 2013 - March 2014
JPMorgan Chase October 2002 - April 2007
Skills
Refinance, Mortgage Underwriting, Email Marketing, Customer Service, Event Planning, Program Management, Social Networking, Research, Management, Employee Training
Education
California Polytechnic State University-San Luis Obispo 1995 — 2000
Liberal Studies, Math/Education
Local Specialty Hospital February 2011 - Present
PSG of Central New Jersey October 2009 - May 2011
JP Morgan Chase 2006 - 2009
JPMorgan Chase 2001 - 2006
JPMorgan Chase 1998 - 2001
JPMorgan Chase 1994 - 1998
JPMorgan Chase 1993 - 1994
JPMorgan Chase 1981 - 1993
Paul VI Regional High School 1979 - 1981
Skills
Risk Management, Operational Risk, Financial Risk, Operational Risk..., Program Management, Project Management, Business Analysis, Investment Banking, Team Building, Finance, Leadership, Management, Account Reconciliation, Six Sigma, Product Management, Mergers & Acquisitions, Budgets, Fixed Income, Sarbanes-Oxley Act, Internal Audit
Education
Caldwell University 1975 — 1979
BA, Social Studies, Education
St. Dominic Academy 1971 — 1975
Healthware Technologies September 2015 - Present
Tesla Motors September 2012 - September 2015
Tesla Motors September 2012 - July 2013
Capital Asset Exchange & Trading, LLC February 2012 - May 2012
JPMorgan Chase September 2010 - January 2012
Wells Fargo Bank NA July 2007 - October 2010
Applied Silver, LLC September 2009 - June 2010
William Henry Crew III Wealth Management April 2009 - September 2009
Skills
Accounting, Finance, Sales, Excel, Word, PowerPoint, iWork, Japanese, Customer Service, Banking, Negotiation, Salesforce.com, Analysis, Process Improvement, Project Management, Business Development, Business Analysis, Leadership, Management, Customer Satisfaction, Retail, Lead Generation, Sales Process, SAP, Outlook, New Business Development, Microsoft Excel, Microsoft Word, Start-ups
Education
California Polytechnic State University-San Luis Obispo 2005 — 2010
BS, Business Admin - Accounting
Bank of America June 2015 - Present
JPMorgan Chase February 2014 - June 2015
JPMorgan Chase July 2010 - February 2014
JPMorgan Chase & Co. July 2003 - January 2010
JPMorgan Chase & Co. May 1997 - July 2003
Nordstrom September 1995 - May 1997
Skills
FINRA Series 6, 63, and...
Education
California State Polytechnic University-Pomona
BS, Business Administration
Pasadena City College
Associate in Arts Degree
U.S. Bank 2014 - Present
JPMorgan Chase 2012 - 2014
Chase 2010 - 2012
Chase 2009 - 2010
Citi 2007 - 2009
Citi 2005 - 2007
ameriquest mortgage 2004 - 2005
JCR Aircraft 2000 - 2004
Skills
Loss Mitigation, Credit, Risk Management, Banking, Credit Risk, Financial Services, Financial Analysis, Cash Flow, Securities, Customer Service, Series 7, Employee Training, Microsoft Excel, Retirement, Accounts Receivable, Coaching Staff, Accounts Payable, Finance, Creative Problem Solving, Microsoft Office, Microsoft Word, 10 Key, Loans, Profit/Loss..., Cost Control, Dispute Resolution, Problem Analysis, Production Planning, Dialers, Mortgage Lending, Meet Deadlines, Product Management, Budgets, PowerPoint, Residential Mortgages, Mortgage Banking, Loan Origination
Education
University of California, Irvine 2014 — 2015
PMP, Project Management
California State Polytechnic University-Pomona 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Fullerton College
Associate's degree, Business Administration and Management, General
Union Bank March 2013 - Present
JPMorgan Chase May 2007 - March 2013
JPMorgan Chase June 2007 - October 2010
BANK OF AMERICA January 2000 - January 2007
Bank of America January 2000 - January 2007
RENT4LESS January 1998 - January 2000
Skills
Business Relationship..., Area Manager, Treasury officer, Sales Management, Process Improvement, Commercial Banking, Credit, Credit Analysis, Account Management, Banking, Business Development, CRM, Finance, Financial Services, Leadership, Loans, Mergers, New Business Development, Portfolio Management, Relationship Management, Risk Management, Sales, Treasury Management
Education
California Lutheran University 2003 — 2005
MBA, Management and organizational behavior and international Business
California Lutheran University 2003 — 2005
M.B.A, Management and Organizational Behavior & International Business
California State University 2000 — 2003
B.S.B.A, Marketing
Oracle Corporation July 2008 - Present
JPMorgan Chase February 2005 - June 2007
Bank of America August 1999 - October 2004
SunGard September 1993 - August 1999
Skills
Unix Shell Scripting, PL/SQL, Databases, Oracle OCA certified, Oracle Siebel 8.0..., Oracle Fusion Middleware, Oracle SQL, SQL*Plus, SQL Navigator, SQL Tuning, Oracle, Oracle Applications, Unix, High Availability, Business Intelligence, Solaris, Enterprise Architecture, Data Warehousing, Oracle E-Business Suite, Performance Tuning, ETL, SOA, Data Modeling, Database Design, Linux, Disaster Recovery, Shell Scripting
Education
Shepherds Theological Seminary 2007 — 2013
Master of Divinity (M.Div.)
Shepherds Theological Seminary 2007 — 2011
Master of Arts (MA)
Oracle University 2007 — 2007
Siebel Certification, Siebel CRM
Oracle University 2004 — 2005
Oracle DBA Associate Certification, SQL/Database
Computer Learning Center 1997 — 1999
Diploma in Client/Server Programming, Computer Science
Cairn University 1994 — 1997
BS, Theology/Theological Studies
JPMorgan Chase November 2012 - July 2013
Experis (Formerly Jefferson Wells) June 2011 - November 2012
RSM McGladrey February 2010 - April 2010
Interpublic Group April 2006 - August 2009
Deloitte June 2000 - April 2006
Skills
Tax, Tax Advisory, International Tax, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Accounting, US GAAP, Financial Accounting, GAAP, Financial Modeling, Corporate Tax
Education
California Polytechnic State University-San Luis Obispo 1994 — 1998
Bachelor of Science, Ag Business, Concentration in Finance
California Polytechnic State University-San Luis Obispo
Finance, General
Union Bank March 2013 - Present
Genpact Mortgage Services February 2012 - March 2013
JPMorgan Chase May 2011 - January 2012
Skills
Time Management, Sales, Research, PowerPoint, Mortgage Lending, Microsoft Office, Microsoft Excel, Loans, Customer Service, Banking, Consumer Lending, Credit
Education
California State Polytechnic University-Pomona
Bachelor of Science (BS), Finance, General
Draper's & Damon's July 2013 - Present
Draper's & Damon's March 2013 - July 2013
La Jolla Group LLC July 2012 - December 2012
La Jolla Group LLC March 2011 - June 2012
La Jolla Group LLC January 2011 - March 2011
JPMorgan Chase June 2007 - January 2011
Education
California State Polytechnic University-Pomona 2011 — 2012
BS, Business Administration: Technology and Operations Management
Palomar College 2006 — 2010
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Eyegroove December 2014 - Present
Opera Software December 2012 - November 2014
Switchcam July 2012 - September 2012
JPMorgan Chase November 2011 - July 2012
Fezo Inc. July 2011 - November 2011
Tapulous (Disney Interactive) September 2009 - July 2011
Skills
Objective-C, iOS development, iPhone, Python, Git, Mobile Applications, Lua, Animation, Mobile Devices, Software Development, iOS, Game Prototyping, Subversion, C, C++, OpenGL ES, Game Development, 3D graphics, Digital Signal..., Android, Video Games, User Interface, Interaction Design, iOS Development
Education
California State Polytechnic University-Pomona 2006 — 2010
BS, Computer Science
CHS
Bank of America June 2010 - Present
Bank of America May 2007 - June 2010
Bank of America June 2002 - May 2007
Bank of America October 1999 - June 2002
Bank of America July 1999 - October 1999
Citi July 1997 - July 1999
JPMorgan Chase February 1993 - July 1997
First City, Texas June 1991 - July 1992
Texas Bank of Garland (AVP) January 1984 - June 1991
Skills
Vendor Management, Program Management, Six Sigma, Commercial Banking, Banking, PMO, Business Analysis, Financial Analysis, Financial Risk, Payments, Process Improvement, Business Process..., Project Management, Change Management, Strategy, Credit, Project Portfolio..., Operational Excellence, Risk Management, Cross-functional Team..., Financial Services, Portfolio Management, SDLC, Credit Cards, Retail Banking, Relationship Management, Operations Management, Management, Software Documentation, Requirements Gathering
Education
California State Polytechnic University-Pomona 1977 — 1981
BS
JPMorgan Chase December 2013 - Present
Rabobank November 2011 - December 2013
Rabobank May 2011 - November 2011
Rabobank October 2007 - May 2011
Mid-State Bank & Trust October 2003 - November 2006
Skills
Credit, Commercial Banking, Loans, Customer Relations, Financial Analysis, Trouble Debt Restructure, Underwriting, Business Analysis, Cash Flow, Loan Structuring, Risk Management, Portfolio Management, Rehab Loans, Financial Structuring, Customer Service, Analysis, Banking, Business Development, Commercial Lending, Finance, Financial Risk, Financial Services, Management, Real Estate, Small Business Lending, Mortgage Lending, Credit Analysis, Asset Based Lending, Middle Market, Credit Risk, Lines Of Credit, Loan Origination, Cash Management, Relationship Management, SBA, Cash Flow Lending, Commercial Real Estate, Cross Selling, Deposits, Refinance
Education
California Lutheran University 2009 — 2011
MBA, Finance, General
California Polytechnic State University-San Luis Obispo 2002 — 2007
BS, Agri-Business, Concentration in Finance and Appraisal
Robert Louis Stevenson 1998 — 2002
Diploma, College Preparatory
MUFG Union Bank, N.A. June 2011 - Present
JPMorgan Chase March 2005 - March 2011
Palo Alto Medical Foundation May 2002 - January 2005
Skills
Sales, Marketing, Business Development, Relationship Management, Solution Selling, Mortgage Lending, Small Business Lending, Coaching, Onboarding, Conflict Resolution, Internal Audit, Banking, Sales Presentations, Credit, Lines Of Credit, Loan Origination, Loans, Commercial Lending, Consumer Lending, Commercial Banking, Cross Selling, Deposits, Mortgage Banking, Retail Banking, Management, Credit Analysis, Leadership
Education
San Jose State University 2002 — 2004
B.S., Business Administration
Cabrillo College 2000 — 2002
A.A., Business
Amgen September 2013 - Present
20th Century Fox May 2013 - August 2013
Amgen November 2011 - April 2013
Amgen 2008 - 2011
Amgen January 2004 - August 2008
Trinus Corporation 2004 - 2008
AT&T Wireless November 2002 - December 2003
Premier, Inc. June 2003 - November 2003
JPMorgan Chase April 2001 - April 2002
MCI WorldCom May 1999 - February 2001
Skills
Data Analysis, Business Intelligence, Data Management, Marketing, International Marketing, Strategy, Requirements Analysis, Business Analysis, Data Modeling, Data Warehousing, Project Management, Analytics, Data Mining, SAS programming, Statistics, Pharmaceutical Industry, Management, CRM, Segmentation, SAS, Biotechnology
Education
California Lutheran University
Master of Business Administration (MBA), Marketing
Indian Institute of Technology, Bombay
M.Sc, Geology
University of Iowa
MA, Geography
JPMorgan Chase July 2011 - Present
DSN Group February 2010 - May 2011
Smart and Final October 1989 - February 2010
Winchell's Donut House January 1984 - January 1989
Education
Cal Poly Pomona
LA Harbor College
Associates Degree, Art
The Hope Connection, LLC May 2015 - Present
Western Psychological and Counseling Services May 2014 - August 2015
George Fox University August 2013 - May 2014
Alicanto October 2012 - August 2013
Dove Adoptions International June 2012 - August 2012
JPMorgan Chase December 2011 - June 2012
Eudaimonia June 2011 - December 2011
Swim Champs May 2009 - September 2009
Skills
Start-ups, Sales, Customer Service, Mobile Devices, New Business Development, Social Media Marketing, Mobile Applications, Social Networking, Social Media, Business Development, Leadership, Networking, Time Management, Small Business, Strategic Partnerships, Family Therapy, Mental Health Counseling, Parenting Skills..., Couples Therapy, Individual Counselling, Play Therapy, Psychotherapy
Education
George Fox University 2013 — 2016
Master's Degree, Marriage and Family Therapy/Counseling, 3.96
University of Oregon 2009 — 2011
Bachelors of Science, Sociology
California Baptist University 2007 — 2009
J.P. Morgan March 2009 - Present
JPMorgan Chase March 2009 - Present
Education
California Institute of the Arts
Citi August 2010 - September 2012
Self Employed May 2009 - August 2010
Diskmate December 2007 - May 2009
JPMorgan Chase 2007 - 2008
Countrywide Finance January 2005 - March 2007
Union Bank January 1999 - January 2005
Skills
•Relationship Building, •Domestic and..., •Market Growth and..., •Product Pricing, •Marketing Management, •Negotiation, •Account Management, •Compliance and Risk, •Team Leadership, •Metrics, •Credit Analysis
Education
California State Polytechnic University-Pomona 2001 — 2004
BS, Double: International Business & Marketing
MetLife January 2012 - Present
JPMorgan Chase June 2011 - September 2011
Education
California Coast University 2007 — 2009
MBA, Business Administration
New Jersey City University 1993 — 1997
BS Finance, Business Administration, Finance, Economics
JPMorgan Chase June 2012 - Present
PNC Bank January 2008 - June 2012
PNC Bank July 2006 - January 2008
PNC Bank February 2004 - July 2006
Skills
Credit, Banking, Loans, Retail Banking, Commercial Banking, Consumer Lending, Small Business Lending, Mortgage Lending, Commercial Lending, Credit Analysis, Relationship Management, Lines Of Credit, Branch Banking, Credit Risk, Loan Origination, Credit Cards, Mortgage Banking, Cross Selling, Portfolio Management, Finance, Cash Management, Treasury Management, Commercial Mortgages
Education
Caldwell College 2000 — 2004
Bachelor's degree, Business Administration and Management, General
JPMorgan Chase October 2013 - Present
JPMorgan Chase May 2012 - October 2013
San Bernardino County Superintendent of Schools April 2000 - May 2012
Skills
Business Process..., Business Analysis, Process Improvement, SDLC, Vendor Management
Education
California Baptist University
Bachelor of Business Administration (BBA), Accounting and Finance
Penske Truck Leasing February 2015 - Present
Fulfillment Fund January 2015 - Present
Gary Ward Construction January 2013 - February 2015
JPMorgan Chase August 2009 - January 2013
Education
California State Polytechnic University-Pomona 2006 — 2011
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
ADL, Inc., (Corporate Offices) June 2012 - Present
JPMorgan Chase October 2009 - June 2012
Washington Mutual May 2008 - October 2009
GPS Painting & Wallcovering, Inc., (Corporate Offices) July 2006 - February 2008
Education
California State Polytechnic University-Pomona 2008 — 2012
Bachelor's, Business Administration; International Business / Marketing
Quantitative Management Associates LLC January 2012 - Present
JPMorgan Chase September 1995 - December 2011
Citi September 1985 - August 1995
Skills
Microsoft Office, Manage Client..., Asset Management, Compliance, Securities, Investments, Mutual Funds, Portfolio Management, Capital Markets, Derivatives
Education
Caldwell College
Bachelor of Science (BS), Business Administration and Management, General
Siku constraction 2008 - Present
JPMorgan Chase 2002 - 2008
Education
Cal Poly Pomona 2005 — 2008
bachelors of business science, accounting
Pasadena city college
Private September 2015 - Present
JPMorgan Chase & Co. February 2014 - Present
JPMorgan Chase May 2009 - January 2014
J.P. Morgan March 2008 - May 2009
Countrywide Home Loans September 2006 - February 2008
Barnes & Noble August 2001 - November 2002
Office Depot June 1998 - March 2001
Skills
Fund Accounting, Microsoft Excel, Process Improvement, Account Reconciliation, Data Analysis, General Ledger, Investor Accounting, Problem Solving, Mortgage Servicing, Bank Reconciliation, PowerPivot
Education
California State Polytechnic University-Pomona
Bachelor of Business Administration (BBA)
MuayThaiGram September 2013 - Present
JPMorgan Chase September 2012 - December 2013
JPMorgan Chase December 2010 - August 2012
JPMorgan Chase April 2010 - December 2010
Skills
Loans, Risk Management, Banking, Access, Credit, Financial Services, Microsoft Office, Social Networking, Customer Service
Education
California Polytechnic State University-San Luis Obispo 2004 — 2005
Computer Science
JPMorgan Chase December 2013 - Present
JPMorgan Chase April 2012 - December 2013
U.S. Coast Guard July 2005 - July 2010
Skills
Food Service, Food Service Operations, Food Service Sanitation, Department Budgeting, Account Reconciliation, Residential Mortgages, Cash Management, Credit, Credit Analysis, Customer Service, Financial Analysis, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Refinance, Risk Management
Education
Capella University 2008 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
California State Polytechnic University-Pomona 2001 — 2004
Bachelor of Science (BS), Hotel and Restaurant Management
Wells Fargo Bank November 2007 - Present
JPMorgan Chase May 1999 - October 2007
Skills
Investigation, Fraud, Banking, AML, Criminal Investigations, Criminal Justice, Anti Money Laundering
Education
California Coast University 2010 — 2013
Primary Residential Mortgage October 2014 - Present
JPMorgan Chase April 2009 - September 2014
JPMorgan Chase October 2003 - July 2007
JPMorgan Chase August 2006 - April 2007
Skills
Technology Operations..., Customer Service, Bilingual-English/Spanis..., Building High..., Motivational Speaking, Internal Controls, Internal Audit, Interpretation, Banking, Management, Auditing, Branch Banking, Retail Banking, Consumer Lending, AML, Branch Management, Forecasting, Employee Training, Loans, Finance, Sales, Mortgage Lending, Credit, Credit Analysis
Education
California State Polytechnic University-Pomona 2003 — 2008
Bachelor's degree, Business Administration and Management, General