J.P. Morgan
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: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
J.P. Morgan List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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J.P. Morgan Employees
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Salient Partners June 2013 - August 2013
Rice Aquatics May 2012 - August 2012
Houston Rockets December 2011 - May 2012
Education
Rice University 2011 — 2015
Bachelor of Arts (BA), Mathematical Economic Analysis and Math
GE Capital December 2014 - Present
J.P. Morgan April 2014 - December 2014
Barclays Capital July 2012 - July 2013
Dow Jones September 2012 - May 2013
IBM February 1997 - March 2011
Answerbase Technologies 1995 - 1997
JPMorgan Chase 1990 - 1994
Education
New York University - Leonard N. Stern School of Business
MBA, Marketing - International Business
Rochester Institute of Technology
B.A., Business Administration
J.P. Morgan August 2014 - Present
University of Michigan September 2010 - May 2014
J.P. Morgan June 2013 - July 2013
Siemens Financial Services GmbH May 2012 - July 2012
Hewlett-Packard May 2011 - July 2011
Skills
PowerPoint, Maple, Data Mining, VBA, SQL, Quantitative Analytics, C++, Matlab, Databases, Microsoft Excel, Stata, Mathematical Modeling, Minitab, Access, Market Research, Linear Programming, Financial Modeling, Six Sigma, Corporate Finance, Financial Analysis
Education
University of Michigan 2010 — 2014
Bachelor of Science in Engineering with Magna Cum Laude, Industrial and Operations Engineering, German Studies
The Koc School 2006 — 2010
High School Graduation, Math- Science Track, IB Certificate
Harvard University 2009 — 2009
Summer Study, Statistics
Royal Academy of Music, U. of London
Diploma ABRSM, Piano Performance
Google October 2014 - Present
Google July 2012 - October 2014
J.P. Morgan June 2010 - June 2012
Skills
Investment Banking, Financial Modeling, Project Finance, Renewable Energy, Due Diligence, Capital Markets, M&A experience, Corporate Finance, Wind Power, Solar Energy, Analysis
Education
Rice University 2007 — 2010
Bachelor of Arts (BA), Mathematical Economic Analysis
Passed Level II of the CFA Program
J.P. Morgan February 2011 - Present
Northwestern Mutual Financial Network April 2010 - January 2011
Roanoke College's Student Managed Fund January 2007 - May 2009
Skills
Derivatives, Options, Finance, Financial Risk, Fixed Income, Series 7, Financial Modeling, Risk Management, Rates
Education
Roanoke College 2005 — 2009
BA, Economics, Spanish
Citi November 2013 - Present
SMD Capital Inc. November 2013 - Present
Financial Times June 2013 - November 2013
BlackRock April 2012 - June 2013
Neuberger Berman August 2010 - April 2012
J.P. Morgan June 2008 - August 2010
Dechert LLP June 2006 - June 2008
Skills
Mutual Funds, Series 63, Alternative Investments, ETFs, Fixed Income, Investment Management, Bloomberg, Asset Allocation, Separately Managed..., New Business Development, Hedge Funds, Asset Management, Trading, Securities, Portfolio Management, Investments, Strategy, Relationship Management, Risk Management, Wealth Management, Financial Advisory, Mergers & Acquisitions, Equities, Wealth Management..., Investment Strategies, Financial Services, Investment Advisory, High Net Worth...
Education
Rowan University 2002 — 2006
B.A., Political Science and Government
Cherokee High School 1999 — 2002
JP Morgan Chase July 2011 - Present
J.P. Morgan March 2000 - July 2011
Skills
Trust Services, Securities, Banking, Mutual Funds, Investments, Loans, Portfolio Management, Retirement Planning, Bloomberg, Wealth Management..., Equities, Private Banking, Exceptional People..., Asset Allocation, Investment Advisory, Asset Management
Education
Roberts Wesleyan College 2011 — 2013
Bachelor of Applied Science (BASc), Organizational Management
Roberts Wesleyan College 2011 — 2013
Bachelor of Science in Organizational Management
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - August 2013
Education
Rice University 2010 — 2014
Bachelor of Arts (B.A.), Mathematical Economic Analysis
Edina High School 2007 — 2010
Santander Consumer USA Inc. January 2015 - Present
J.P. Morgan July 2013 - January 2015
UTD SOM Investment Corporation January 2013 - June 2013
Richardson Independent School District - PACE August 2009 - June 2013
Electronic Transaction Consultants May 2012 - August 2012
Party City August 2008 - August 2009
Skills
Microsoft Word, Microsoft Excel, Access, Accounting, Data Entry, Teaching, Oracle Enterprise..., Microsoft Office, Financial Modeling, Android, Education, Oracle, Accurate Data Entry, Online Data Entry, Bloomberg Terminal, Analytics, Highly detail oriented, Teamwork, Leadership, Customer Service, Financial Analysis, Management, Finance, Cash Flow, Investments, Financial Accounting, Data Analysis, Financial Reporting, Marketing, Time Management, PowerPoint, Business Analysis, Analysis, Portfolio Management
Education
The University of Texas at Dallas - School of Management 2010 — 2013
Bachelor, Accounting and Finance
Richland Community College
J.P. Morgan May 2014 - Present
JPMorgan Chase 2012 - April 2014
Chicago Bancorp 2011 - 2012
Fidelity National Title 2010 - 2011
Law Offices of Ira T. Nevel 2010 - 2010
MORTGAGE SQUARE INC 2000 - 2009
National Title Center 2005 - 2008
Skills
Notary Public, Legal Research, Real Estate, Mortgage Lending, Title Insurance, Real Estate Transactions, Loans, Refinance, Litigation, Due Diligence, Customer Service, Banking, Credit, Outlook, Foreclosures
Education
Roosevelt University 2008 — 2009
Post-Baccalaureate Certificate, ABA Approved Paralegal Studies Program
Jagiellonian University
Bachelor of Arts; Master of Arts, Art History; Art History
Wright College
Certificate, Business Administration
J.P. Morgan June 2014 - August 2014
Brand Networks August 2013 - May 2014
Rochester Institute of Technology May 2013 - August 2013
iD Tech Camps May 2012 - August 2012
iD Tech Camps May 2011 - August 2011
Skills
Java, C++, C, Perl, Ruby, Python, Web Applications, PHP, General Awesomeness, Awesomeness, Web Development, Linux
Education
Rochester Institute of Technology 2010 — 2015
Computer Software Engineering
J.P. Morgan 2015 - 2015
J.P. Morgan 2015 - 2015
Wilson Sporting Goods August 2009 - August 2012
New York Junior Tennis League 2010 - 2012
Skills
Programming, Java, Python, C++, Django, MongoDB, SQLite, Assembly Language, HTML5, Unix, Linux, CVS, Tortoise SVN, RCS, Microsoft Office, Microsoft Excel, PowerPoint, Teamwork
Education
Rochester Institute of Technology 2011 — 2016
Bachelor of Science (B.S.), Computer Science, 3rd Year
Rochester Institute of Technology 2011 — 2016
Computer Science
Macquarie Group November 2013 - Present
J.P. Morgan August 2012 - November 2013
J.P. Morgan April 2011 - August 2012
Houston ISD August 2009 - April 2011
J.P. Morgan April 2008 - August 2009
JPMorgan Chase November 2006 - April 2008
Skills
Finance, Loans, Settlement, Financial Modeling, Valuation, Banking, Investment Banking, Account Reconciliation, Energy
Education
Rice University
Bachelor of Arts (BA), Economics
University of St. Thomas (TX)
Master of Education (MEd), Education
Shamrock Capital Advisors July 2015 - Present
J.P. Morgan December 2013 - July 2015
J.P. Morgan June 2012 - December 2013
The Wharton School September 2008 - May 2012
J.P. Morgan June 2011 - August 2011
Eastern European Acquisition Pool June 2010 - July 2010
Morgan Stanley Smith Barney January 2010 - May 2010
Skills
Valuation, Mergers & Acquisitions, Investment Banking, Finance, Corporate Development, Financial Modeling, Bloomberg, Private Equity, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2008 — 2012
BS in Economics
RSM Erasmus Universiteit / Rotterdam School of Management 2010 — 2010
Study Abroad, Masters in Business
J.P. Morgan July 2014 - Present
J.P. Morgan June 2013 - August 2013
Ernst & Young July 2012 - August 2012
TEB (BNP Paribas Group) May 2012 - June 2012
The Ripples Group August 2011 - March 2012
TURKIYE EGITIM GONULLULERI VAKFI June 2011 - June 2011
Skills
Stata, Economics, Research, Qualitative Research, Data Analysis, Quantitative Analytics
Education
Tufts University 2010 — 2014
Bachelor of Arts (B.A.), Quantitative Economics and International Relations
Robert College 2005 — 2010
Judicial Branch June 2014 - Present
Millenia Law September 2012 - June 2014
J.P. Morgan December 2011 - September 2012
American Home Mortgage Servicing March 2009 - December 2011
American Home Mortgage Servicing November 2007 - March 2009
The Appraisal Group October 2006 - March 2008
Option One Mortgage February 2002 - October 2006
Skills
Loss Mitigation, Mortgage Servicing, Leadership, Loan Servicing, Mortgage Lending, Loans, Mortgage Banking, Foreclosures, Default, LPS, Credit, Short Sales, Underwriting, Training, Mortgage Underwriting, Loan Origination, Call Centers, Management
Education
CEI 2001 — 2002
MCP, MCSE,A+, Networking Engineer
Riverside City College 1999 — 2001
Summit Wealth Partners, Inc. May 2014 - July 2014
NewGate Capital Partners, LLC January 2014 - May 2014
J.P. Morgan May 2013 - August 2013
Phi Delta Theta August 2012 - May 2013
Rollins College August 2011 - May 2013
Phi Delta Theta August 2011 - August 2012
VennWell LLC May 2011 - August 2011
Skills
Financial Modeling, Microsoft Excel, Equities, Strategic Financial..., Microsoft Office, Microsoft Word, Financial Analysis, Finance, Business Strategy, Teamwork, Asset Managment, Fundraising, Event Planning, Investments, Social Media, Strategic Planning, Recruiting, Marketing, Data Analysis, Market Research
Education
Rollins College 2010 — 2014
Bachelor of Arts (B.A.), Economics, International Business
London School of Economics and Political Science 2012 — 2012
Financial Markets
Lake Forest Academy 2006 — 2010
CAPREIT, Inc. January 2015 - Present
J.P. Morgan July 2013 - January 2015
Saint Joseph's Carpenter Society January 2013 - June 2013
South Jersey Technology Partnership June 2007 - December 2012
Skills
QuickBooks, Editing, Microsoft Word, Process Improvement, Community Outreach, Grants, Asset Managment, Microsoft Excel, Recruiting, Data Analysis, Strategic Financial..., Microsoft Office
Education
Saint Joseph's University 2010 — 2012
Master of Science, Financial Services
Rowan University 2009 — 2010
Bachelor of Science, Finance
Homewood Suites by Hilton June 2015 - Present
Homewood Suites by Hilton November 2014 - June 2015
J.P. Morgan September 2012 - October 2014
JP Morgan Asset Management February 2008 - September 2013
Lane Bryant, Inc July 2006 - July 2008
Westervelt Wildlife Services March 2005 - June 2006
Skills
logistics, event planning, Administrative Support, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Marketing, Sales, Executive Management, Web Site Production, Internet Software, Teamwork, Leadership, Fundraising, Trade Shows, Direct Marketing, Event Planning, Event Management, Accounting, Budgets, Training
Education
Roosevelt University 2007 — 2009
Master, Hospitality and Tourism Management
Stillman College 2002 — 2006
B.S., Business Administration
Morgan Park High School 1998 — 2002
High School
Furry Babies April 2012 - Present
Chase August 2010 - December 2011
J.P. Morgan March 2008 - August 2010
National City Ban August 2006 - April 2008
U.S. Bank January 2005 - April 2006
MCI Corporation 1999 - 2002
Skills
Customer Service, Microsoft Office, Retail, Microsoft Excel, Microsoft Word, PowerPoint, Merchandising, Inventory Management, Social Media, Sales, Strategic Planning, Sales Management, Photoshop, Team Building, Team Leadership, Management, Public Speaking, Event Planning, Project Management, Visual Merchandising, Financial Advisory, Teamwork, Negotiation, Time Management, Coaching, Outlook, Leadership, Customer Satisfaction, Account Management, Recruiting, Business Strategy, Business Analysis, Training
Education
Rock Valley College 2007 — 2009
Associate's degree
bloom trail
J.P. Morgan July 2010 - Present
Macy's April 2008 - January 2011
Skills
Banking, Financial Analysis, Credit, Finance, Cash Management, Loans, Microsoft Excel, Portfolio Management, Customer Service, Retail Banking, Credit Analysis, Risk Management
Education
Richland College
Associate's degree, Digital Forensics
Aspen Marketing Services December 2011 - Present
JPMorgan Chase January 2009 - August 2011
J.P. Morgan September 2009 - July 2011
AMERCHEM January 2008 - June 2009
AMCORE Bank April 2003 - August 2004
Skills
Banking, Credit, Quality Assurance, Account Reconciliation, Negotiation, Retail Banking, Troubleshooting, Payments, Internal Audit, Pricing, Enterprise Software, Customer Experience, Technical Support, Business Analysis, Project Coordination, Close Attention to..., Project Management
Education
University of Phoenix 2012 — 2013
BS Business, Project Management
Roosevelt University 2003 — 2007
Bachelor of Business Administration, Pursuit
Furnishare October 2014 - Present
Gram Games October 2012 - August 2014
Moda Operandi March 2012 - October 2012
High Line Venture Partners January 2012 - March 2012
Martha Stewart Living Omnimedia June 2010 - December 2011
J.P. Morgan June 2008 - May 2010
J.P. Morgan June 2007 - August 2007
Skills
Financial Modeling, Venture Capital, Financial Analysis, Operations Management, Project Management, Entrepreneurship, Business Strategy, E-commerce, Gaming, Strategic Planning, Start-ups, Marketing, Strategy, Management, Online Advertising, Mobile Devices, Analysis
Education
Wesleyan University 2004 — 2008
Bachelor of Arts, Computer Science, Mathematics, Economics
Robert College 1997 — 2004
Highschool
Xerox August 2014 - Present
Bank of America January 2010 - November 2012
J.P. Morgan 1992 - 2010
JPM June 2001 - January 2007
JPM January 1999 - March 2001
JPM July 1994 - December 1998
JPM September 1992 - June 1994
ARTHUR ANDERSEN & COMPANY January 1992 - August 1992
Skills
PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Fluent in Spanish, Proficient in MS..., Product knowledge in..., Able to meet..., Excellent client..., Diplomatic skills and..., Windows, English, Research, Outlook, Trading, Options, FX Options, Risk Management, Finance, Fixed Income, Derivatives, Investment Banking
Education
Rider University 1988 — 1991
Bachelor of Science, Business Administration; Accounting and Finance
Tata Consultancy Services May 2013 - Present
Nomura September 2011 - February 2013
CS Technology February 2011 - September 2011
J.P. Morgan February 2011 - September 2011
Savvis July 2010 - December 2010
Savvis May 2010 - August 2010
Morgan Stanley 2004 - June 2010
Rothschild Investment Bank October 2003 - April 2004
JPMorgan Chase 2001 - 2004
JPMorgan Chase December 2000 - October 2003
Skills
Electronic Trading, Trading Systems, Vendor Management, SDLC, Enterprise Architecture, Infrastructure, Business Analysis, IT Management, ITIL, PMO, IT Operations, Low Latency, Business Continuity, Financial Services, Software Project..., Integration, Program Management, Risk Management, IT Service Management, Financial Markets, Equities, High Availability, Enterprise Software
Education
University of Rochester 1995 — 1996
BS, Computer Science
Rochester Institute of Technology 1991 — 1995
BS, Information Systems
Splunk May 2015 - Present
Pomona Capital July 2013 - May 2015
J.P. Morgan June 2011 - June 2013
Pegasus Capital Advisors June 2010 - August 2010
Cord Blood Registry May 2009 - August 2009
Mill Creek Capital Advisors, LLC 2007 - 2008
SMART Business Advisory and Consulting May 2004 - May 2007
Skills
Banking, Financial Modeling, Training, Valuation, Private Equity, Investment Banking, Finance
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.S. in Economics, Concentations in Finance, Operations and Information Management
Rotterdam School of Management, Erasmus University 2009 — 2009
Semester Abroad, Operations, Finance
Upper Dublin High School 2003 — 2007
J.P. Morgan September 2010 - Present
JPMorgan Chase July 2007 - September 2010
J.P. Morgan April 2004 - July 2007
Skills
Project Management, Problem Solving, Organizational..., Training, Teamwork, Management, Change Management, Volunteering, Mentoring, Musicians, Leadership, Customer Service, Microsoft Office, Financial Services, Banking, Sales, Process Improvement, Business Analysis, Relationship Management
Education
Morris Graduate School of Management 2007 — 2009
Master of Business Administration (MBA), MIS, Masters of Information Systems
Robert Morris College 2006 — 2007
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Big Heart Pet Brands (Formerly Del Monte Foods) May 2015 - Present
Big Heart Pet Brands (Formerly Del Monte Foods) July 2014 - Present
Del Monte Foods, Inc. September 2013 - July 2014
Johnson & Johnson June 2012 - August 2012
J.P. Morgan July 2010 - August 2011
J.P. Morgan July 2008 - July 2010
JPMorgan Chase 2006 - September 2008
JPMorgan Chase June 2005 - August 2005
Skills
Valuation, Strategy, Financial Modeling, Management, Competitive Analysis, Analysis
Education
Haas School of Business, UC Berkeley 2011 — 2013
MBA, Strategy and Marketing
The Ohio State University - The Max M. Fisher College of Business 2003 — 2006
BS Business Administration, Finance
Rochester Institute of Technology 2001 — 2003
Information Sciences
J.P. Morgan Global Investment Analyst - Private BankingJP MorganSeptember 2010 - May 2012
Bloomberg L.P. January 2008 - September 2010
Bloomberg L.P. January 2007 - January 2008
Bloomberg L.P September 2005 - December 2006
Olympus America July 2004 - September 2005
Skills
Financial Markets, Fixed Income, Derivatives, FX Options, Spanish, Equities, Bloomberg, Private Banking, Emerging Markets
Education
Rochester Institute of Technology 2001 — 2004
Bachelor in Science, Biotechnology, French
Chase April 2014 - Present
JPMorgan Chase & Co. 2002 - May 2011
J.P. Morgan June 2002 - April 2011
Morelli 2001 - 2002
Xpedior January 2000 - April 2001
Illinois Institute of Art January 1998 - January 2000
ComEd March 1995 - December 1999
Image Base March 1990 - March 1995
Skills
Motion Design, 3D Animation, Blender, After Effects, Storyboarding, Cinema 4D
Education
Rock Valley College
AA
Southern Illinois University, Carbondale
BFA, Cinema & Photography
Brown Brothers Harriman December 2012 - Present
J.P. Morgan November 2007 - December 2012
Skills
Banking, Business Analysis, Microsoft Excel, Analysis, Valuation, Corporate Finance, Financial Statement..., PowerPoint
Education
Villanova University 2011 — 2014
Masters Degree, Taxation (Estate Planning)
Rochester Institute of Technology 2006 — 2007
MBA, Finance
SUNY Geneseo 2002 — 2006
Bachelor of Science, Business Administration
Skaneateles High School 1999 — 2002
Regents
Vector Capital December 2013 - Present
J.P. Morgan August 2011 - November 2013
J.P. Morgan September 2010 - December 2010
Emecas Finance B.V. September 2009 - June 2010
Israel Defense Forces January 2003 - March 2006
Skills
Investment Banking, Corporate Finance, Private Equity, Valuation, Financial Modeling, Financial Analysis
Education
CFA Institute 2010 — 2011
RSM Erasmus University 2009 — 2011
MSc, Finance and Investments
RSM Erasmus University 2006 — 2009
BSc, International Business Administration
University of Southern California - Marshall School of Business 2008 — 2008
BSc, Business
Sivan High-Tech College 2000 — 2002
Certificate, Software Engineering
Global System Solutions, Inc (GSS) August 2015 - Present
J.P. Morgan Chase May 2014 - May 2015
Kforce May 2013 - May 2014
Self May 2012 - April 2013
Citi July 2010 - April 2012
PNC Global Investment Servicing April 2009 - July 2010
Self September 1998 - April 2009
J.P. Morgan 1991 - 1996
US Navy January 1975 - January 1981
Skills
User Acceptance Testing, Business Analysis, SDLC, Requirements Analysis, Software Project..., Vendor Management, Requirements Gathering, IT Strategy, Financial Services, Business Requirements, Process Improvement, Data Warehousing, Business Process, Integration, Product Management, Software Documentation, Visio, Banking, Business Intelligence, Databases, Enterprise Architecture, IT Management, Microsoft SQL Server, Outsourcing, Risk Management, SQL, Software Development, Testing, Accounting, Agile Methodologies, Agile Project Management, Analysis, Asset Management, Business Process..., CRM, ETL, PMO, PMP, Program Management, Quality Assurance, Solution Architecture
Education
Rowan University 1986 — 1989
Bachelor of Science (BS), Computer Science, 3.31
Rowan University 1986 — 1989
Bachelor of Science in Computer Science, Computer Science
Cisco Cloud Networking Group May 2014 - Present
J.P. Morgan July 2012 - Present
Postler & Jaeckle September 2011 - May 2012
Saunders Marketing Group March 2011 - May 2012
Rotaract November 2010 - May 2012
JP Morgan Chase June 2011 - August 2011
Wegmans Food Markets November 2010 - June 2011
Rochester Institute of Technology 2007 - 2011
Pro-Mold Inc September 2010 - November 2010
Sirius Hotel Bulgaria July 2010 - November 2010
Skills
Linux, Cisco Technologies, VMware, Networking, Windows, Cisco IOS, SQL, Active Directory, Team Leadership, Unix, VoIP, Microsoft Office, Microsoft Excel, Troubleshooting, PowerPoint, Data Analysis, Social Media, Wireless Networking, Cloud Computing, Amazon Web Services..., VMware ESX, Java, JavaScript, CSS, HTML 5, OS X, Virtualization, DNS, Customer Service, Cisco VoIP, High Availability..., VMware Workstation, CCNA, CSS3, Mac OS X Server, Cisco Call Manager, Call Manager Express, SIP Trunking, Cisco IP Telephony..., Telephony Support
Education
Rochester Institute of Technology 2007 — 2012
Bachelor, Applied Networking and Systems Administration
J.P. Morgan May 2013 - Present
SAIC July 2007 - November 2010
Merrill Lynch May 2006 - April 2007
Education
Rollins College - Crummer Graduate School of Business 2008 — 2010
MBA
University of Florida 2002 — 2006
BA, Economics
JPMorgan Chase September 2013 - Present
Cornell University 2009 - August 2014
J.P. Morgan January 2012 - June 2012
Cornell University May 2009 - January 2012
Cornell University August 2008 - May 2009
Worcester Polytechnic Institute 2007 - 2008
Worcester Polytechnic Institute 2006 - 2007
Skills
Statistics
Education
Cornell University 2008 — 2013
PhD, Electrical and Computer Engineering
Worcester Polytechnic Institute 2004 — 2008
BS, Electrical and Computer Engineering
Robert College 1997 — 2004
Science/Math
Amorphous Business Solutions February 2009 - Present
AT&T Emerging Markets April 2007 - December 2007
Bank One, NA February 2004 - March 2006
Citibank February 2004 - February 2006
Bank One October 2000 - February 2004
Bank One, NA October 1998 - February 2004
J.P. Morgan 2000 - 2004
Skills
Portfolio Management, Credit Analysis, Banking, Financial Analysis, Credit, Relationship Management, Investments, Asset Managment, Strategic Planning, Customer Service, Finance, Strategic Financial..., Risk Management, Financial Risk, Management, Budgets, Accounting, Marketing, Team Building, Underwriting
Education
Roosevelt University 2006 — 2011
Finance and Financial Management Services
Tennessee State University 1993 — 1999
Roosevelt University
Bachelor, Professional Studies
J.P. Morgan July 2015 - Present
Rochester Institute of Technology August 2014 - April 2015
J.P. Morgan June 2014 - August 2014
Skills
Programming, HTML, Java, PHP, CodeIgniter, Computer Security, Network Security, JavaScript, Ext JS, CSS, SQL, C++, C, Windows, Linux, Mac OS, MySQL, Microsoft Office, IntelliJ IDEA, Eclipse, Databases, Git, Github
Education
Rochester Institute of Technology 2013 — 2015
Master's degree, Computer Science
KJ Somaiya College og Engineering 2010 — 2013
Bachelor of Engineering (BE), Infor
VALIC July 2014 - Present
J.P. Morgan November 2012 - July 2014
JPMorgan Chase June 2012 - November 2012
Livingston, Hammond & Hill Wealth Management, LLC August 2010 - December 2010
Skills
Financial Analysis, Corporate Finance, Microsoft Excel, PowerPoint, Valuation, Finance, Microsoft Word, Wealth Management, Financial Modeling, Economics, Bloomberg
Education
Salisbury University 2007 — 2011
Bachelor's, Finance; Minor: Information Systems
Rowan University
Master's of Business Administration: Specification, Finance
J.P. Morgan February 2013 - Present
J.P. Morgan March 2009 - February 2012
Skills
Microsoft Office, Management, Microsoft Excel, Sales, Leadership, PowerPoint, Microsoft Word, Research, Training, Project Management
Education
Robert Morris University - Illinois
Business Administration and Management, General
J.P. Morgan April 2007 - Present
Skills
Customer Service, Management, Microsoft Excel, Microsoft Office, Financial Analysis, Banking, Risk Management, Leadership, Business Analysis, Investments
Education
Rock Valley College 2009 — 2010
Finished one year of studies, Accounting, Above Average
Hononegah
College Prep, College Prep
Misys February 2015 - Present
J.P. Morgan April 2008 - January 2015
The Bank of New York Mellon 2000 - 2008
PaineWebber 1998 - 1999
SunGard 1996 - 1998
EMR Securities 1993 - 1996
Pershing, a BNY Mellon company 1989 - 1993
Skills
Global Custody, Securities, Fixed Income, Hedge Funds, Alternative Investments, Equities, Mutual Funds, Derivatives, Asset Managment, Bloomberg, Capital Markets, Middle Office, Fund Accounting, Relationship Management, Cash Management, Investments, Fund Administration, Financial Markets, Portfolio Management, Trading Systems, Settlement, Asset Management, Bonds, Wealth Management, Financial Services, Corporate Actions, FX Options, Investment Banking, Back Office, Banking, Trading, Series 7, Investment Management, Options, Series 63
Education
Rowan University 1984 — 1988
BA, Economics
Rackspace July 2014 - Present
LB&M November 2012 - June 2014
415 Systems April 2008 - November 2012
Cafe Culture (dba Drink) April 2005 - April 2008
Morgan Stanley October 1999 - April 2005
J.P. Morgan June 1999 - October 1999
Skills
Product Management, Project Management, Management, Consulting, Strategy, Leadership, Agile Methodologies, Business Strategy, Business Development, Cloud Computing, SharePoint, Web Development, SDLC, Mobile Applications, JIRA, CMS, Start-ups, E-commerce
Education
Royal Holloway, University of London 1996 — 1999
Bachelor's Degree, Business, First Class Honors
St Dunstan's College 1989 — 1996
A-levels, English, History, Latin
Manning & Napier October 2014 - Present
Manning & Napier Advisors March 2012 - October 2014
Manning & Napier Advisors October 2011 - March 2012
J.P. Morgan May 2011 - August 2011
New York State Agricultural Experiment Station at Cornell University May 2009 - January 2011
Skills
Financial Analysis, Financial Modeling, Investments, Leadership
Education
Rochester Institute of Technology 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Marketing
State University of New York College at Fredonia 2007 — 2011
Bachelor of Science, Business Finance
Morgan Stanley May 2015 - Present
Barclays Investment Bank March 2014 - March 2015
J.P. Morgan October 2011 - March 2014
J.P. Morgan March 2011 - June 2011
Vanguard November 2010 - March 2011
Lomurro, Davison, Eastman & Munoz May 2010 - August 2010
Skills
Investments, Management, Microsoft Office, PowerPoint, Time Management, Leadership
Education
Rider University 2007 — 2010
Bachelor's of Science in Business Administration, Finance
University of New South Wales 2009 — 2009
J.P. Morgan May 2013 - Present
James A. Baker III Institute for Public Policy -- Rice University May 2011 - August 2012
Rice Alliance for Technology and Entrepreneurship September 2009 - May 2011
Skills
Spanish
Education
Rice University 2009 — 2013
American Nicaraguan School 2005 — 2009
High School
JP Morgan Chase April 2014 - Present
J.P. Morgan March 2012 - Present
JPMorgan Chase March 2012 - May 2014
The Bank of New York Mellon August 2009 - March 2012
Firemans Fund Insurance Company June 2007 - August 2009
United States Air Force September 1990 - September 1994
Skills
People Management, Business Analysis, Data Reporting, Banking, Risk Management, Process Improvement, Investments, Financial Services, Equities, Training, Relationship Management, Team Building, Team Leadership, Securities, Settlement, Middle Office, Fixed Income, Operational Risk, Marketing, Requirements Gathering, Bloomberg, Visio, Back Office, Customer Service, Insurance, Leadership, Management, Microsoft Excel, Mutual Funds, Microsoft Office, Analysis, Financial Analysis, Outlook, Strategic Planning, Time Management, Project Management, Budgets
Education
The University of Texas at Dallas 2006 — 2008
Bachelor's degree, Criminology
Richland College 2000 — 2002
Associate's degree, Business Management
John Jay high school
John Jay high school
Rotary International- District 5500 July 2013 - June 2014
J.P. Morgan March 1979 - April 2005
J.P. Morgan March 1979 - April 2005
Skills
Leadership, Nonprofits, Program Management, Marketing, Fundraising, Leadership Development, Team Building, Management, Coaching, Organization Skills, Public Speaking
Education
Phoenix Academy of Beauty Culture 1965 — 1966
Cosmetology License, Licensed, Hair Styling/Stylist and Hair Design
Rio Salado College
Accounting and Related Services, Accounting I and II
J.P. Morgan April 2014 - Present
Bank of America July 2011 - April 2014
Merrill Lynch October 2009 - July 2011
Origin Digital (an Accenture company) 2008 - 2009
Time Inc. Interactive 2008 - 2008
ROO 2007 - 2008
Ramsoft Systems Inc 2006 - 2008
Rapidigm 2004 - 2006
Verizon Wireless 2000 - 2004
Skills
Management, Vendor Management, Web 2.0, Projects, Portfolio Management, Program Management, SDLC, MS Project, Project Management, PMO, Software Development, CRM, Scrum, Team Management, Business Analysis, Software Project..., IT Strategy, Business Intelligence, Project Portfolio..., Requirements Analysis, Agile Methodologies, Enterprise Architecture
Education
Rochester Institute of Technology 1999 — 2000
MS, IT
Intuit October 2014 - Present
Intuit June 2014 - October 2014
Rochester Institute of Technology September 2013 - April 2014
J.P. Morgan May 2013 - August 2013
VarData March 2013 - May 2013
Center for Detectors at RIT May 2011 - February 2013
Intuit, Inc.; TurboTax June 2012 - November 2012
Rochester Institute of Technology September 2010 - December 2010
University of Rochester September 2009 - May 2010
Skills
Cloud Computing, Program Management, Databases, Agile Project Management, Social Media Marketing, Access, Public Speaking, SQL, Project Management, Leadership, Windows, SaaS, Matlab, Java, Management, Testing, Integration, Cloud Security, Amazon Web Services..., Mobile Applications, Android Development, User Interface Design, C#, Oracle, Minitab, Business Strategy, Business Analysis, Analysis, Data Analysis, IT Infrastructure..., Windows 8, Facebook API, User Requirements, VBA, Chinese, Spanish, Node.js
Education
Rochester Institute of Technology 2010 — 2014
Bachelor's Degree, Management Information Systems
Rochester Institute of Technology 2010 — 2014
Bachelor of Science (B.S.), Management Information Systems, General
Goldman Sachs June 2015 - Present
Deutsche Bank July 2014 - May 2015
Rice University August 2010 - May 2014
J.P. Morgan June 2013 - August 2013
J.P. Morgan June 2012 - August 2012
Education
Rice University 2010 — 2014
Bachelor of Arts (BA), Mathematical Economic Analysis
Gymnasium Oberhaching, Munich, Germany 2001 — 2010
J.P. Morgan May 2015 - Present
Deloitte September 2011 - April 2015
Skanska July 2007 - September 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Photoshop, Flash, Problem Solving, Collaborative Problem..., Research, Google Analytics, Computer Repair, Civil Engineering, HTML scripting, Microsoft Office, Social Media, Internal Controls, controls testing, Sarbanes-Oxley, Finance
Education
Rider University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Economics
J.P. Morgan 2013 - Present
JPMorganChase May 2011 - 2013
JPMorgan Chase 2008 - 2011
JPMorgan Chase 2006 - 2008
Wells Fargo 2003 - 2006
Skills
Banking, Credit, Mortgage, Equities, Loans, Credit Analysis, Commercial Banking, Mortgage Lending, Customer Service, Management, Finance, Microsoft Excel
Education
Rockland Community College 2000 — 2003
Textro Garage Door Company September 2014 - Present
J.P. Morgan January 2014 - September 2014
XFINITY Live! Philadelphia March 2012 - December 2013
Ruotolo Spewak & Co September 2012 - May 2013
Ruotolo Spewak & Co September 2011 - September 2012
PB's Tavern September 2011 - August 2012
Top Dog May 2011 - September 2011
McFaddens 3rd Street December 2009 - August 2011
Student Federal Works August 2007 - May 2011
Enforcers Powerwashing January 2006 - August 2007
Skills
PowerPoint, Accounting, Microsoft Office, QuickBooks, Microsoft Excel, Access, Tax Preparation, Microsoft Word, Customer Service, Financial Reporting, Accounts Payable, General Ledger, Financial Analysis, Auditing, SAP, Financial Accounting, Tax, Financial Statements, Outlook, Budgets, Time Management, Bookkeeping, Social Networking, Social Media, Management, Event Planning, Public Speaking, Account Reconciliation, Accounts Receivable, Communication, Facebook, Leadership, Payroll
Education
Rowan University 2012 — 2013
Bachelor of Science (B.S.), Finance, 3.187
Rowan University 2007 — 2012
Bachelor of Science (B.S.), Accounting, 3.14
J.P. Morgan December 2011 - Present
Deutsche Bank December 2007 - February 2012
New York Mercantile Exchange May 2003 - September 2007
Skills
Commodity Markets, Global Custody, Foreign Exchange, Project Management, Operational Risk..., Asset Management, Asset Managment, Banking, Bloomberg, Bonds, Credit Derivatives, Equity Derivatives, Investments, Technical Analysis, Financial Risk, Back Office, FX Options, Interest Rate..., Financial Markets, Hedge Funds, Swaps, Electronic Trading, Commodity, Securities, Risk Management, Precious Metals, Financial Analysis, Fixed Income, Portfolio Management, Trading Systems, Valuation, Equities, Capital Markets, Options, Derivatives, Middle Office, Trading, Settlement, Hedging, Structured Products, Prime Brokerage, FX trading, Proprietary Trading, Investment Banking
Education
University of Nebraska-Lincoln 1997 — 2001
Bachelor of Science (BS), Law and Justice
Mahwah High School
Mahwah High School
Rowan University
Bachelor of Science (BS), Criminology
J.P. Morgan November 2014 - Present
J.P. Morgan August 2013 - October 2014
Wells Fargo Advisors May 2012 - April 2013
CEVA Logistics November 2011 - May 2012
VIA - Visions in Innovative Accounting September 2011 - November 2011
Skills
Bloomberg Terminal, SAP, QuickBooks, SmartStation, Microsoft Excel, MS Project, Microsoft Word, PowerPoint, Access, Financial Statement..., IRR, WACC, Mutual Funds, Kaizen Leadership, Kanban, Heijunka, Gantt Project, Lead Time Reduction, On-Time Reporting, SQL, Visual Basic, Java, Mail Merge, Financial Analysis, Finance, Investments, Financial Forecasting, Portfolio Management, Managerial Finance, Strategic Planning, Investment Strategies, Economics, Corporate Finance, Financial Statements, Financial Reporting
Education
Rowan University 2009 — 2013
Bachelor of Science (B.S.), Finance, 3.94
Crothall Healthcare/ Rush Hospital August 2014 - Present
Private January 2012 - March 2014
General Board of Pension and Health Benefits December 2010 - February 2011
SXC Health Solutions March 2009 - December 2009
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas February 2001 - February 2009
J.P. Morgan January 1991 - July 2001
Skills
Visio, People Soft,..., Avaya, Nice, Verint,..., 2003 and 2007..., Diversity Training, Adult Facilitation, Customer Satisfaction, Call Center, Customer Service, Customer Relations, Coaching, Team Building, Performance Management, Process Improvement, Operations Management, Problem Solving, Mentoring, Change Management, Team Leadership, Customer Experience, PowerPoint, Account Management, Telemarketing, Microsoft Office, Hiring, Vendor Management, Excel, Sales Management, Supervisory Skills, Word, Employee Relations, Workforce Management, Inbound, Telecommunications, Strategic Planning, Employee Engagement, Planning, Negotiation, Quality Assurance, Process Engineering, Administration, Budgeting, Outlook, Teamwork, Interviewing, Team Management, Avaya, Forecasting, Business Analysis, Access, People Management
Education
Roosevelt University
Leadership and Organizational Development
Rochester Institute of Technology June 2015 - Present
Rochester Institute of Technology September 1998 - Present
LunchByte Systems, Inc. June 1997 - July 1998
J.P. Morgan June 1995 - August 1995
Salina Art Center June 1994 - August 1994
Skills
Higher Education, Student Affairs, Teaching, University Teaching, Student Development, Academic Advising, Research, College Teaching, Qualitative Research, Research Design, Grant Writing, Program Evaluation, Image Processing, E-Learning, Graphic Design, Cartoons, Vector Illustration, Book Illustration, Adobe Creative Suite, Sequential Art, Curriculum Development, Program Coordination, Sign Language, American Sign Language, Deaf, Web Design, Teamwork, Advertising, PowerPoint, Public Speaking
Education
Rochester Institute of Technology 1995 — 2000
MFA, Computer Graphics Design
Rochester Institute of Technology 1991 — 1995
Bachelor of Fine Arts (BFA), Graphic Design
J.P. Morgan April 2014 - Present
HD Vest Financial Services June 2013 - August 2013
Education
Rowan University 2010 — 2014
Bachelor’s Degree, Economics, 3.41
Ernst & Young March 2013 - Present
J.P. Morgan August 2010 - March 2013
Goldman Sachs May 2010 - July 2010
KPMG January 2008 - October 2009
Aeroblue Aviation Foundation January 2003 - December 2008
CIT May 2005 - January 2008
Pfizer April 2003 - April 2005
Pharmacia June 2001 - April 2003
AT&T June 1999 - June 2001
UPS (Consulting) June 1998 - June 1999
Skills
Process Automation, Database Design, Management Consulting, Accounting, Business Analysis, Data Modeling, Finance, Aircraft Leasing, Leasing, Lean Transformation, Six Sigma, Partnership Accounting, Hedge Funds, Private Equity, Tax, Agile Methodologies, Integration, Business Process..., Analysis, Financial Reporting, Software Documentation, Corporate Finance, Corporate Tax, Strategy, Financial Accounting, Financial Analysis, Financial Modeling, Risk Management, Sarbanes-Oxley Act, Mergers, Internal Controls, Strategic Financial..., Financial Services, Auditing
Education
Rutgers 1996 — 1998
MBA
Rider University 1986 — 1989
Bachelor of Science (BS)
J.P. Morgan July 2014 - Present
Barclays Capital July 2013 - July 2014
Barclays Investment Bank May 2006 - July 2013
summit systems 2005 - 2006
Infimed November 2003 - July 2005
ORMEC Systems March 2003 - September 2003
Skills
Trading Systems, C++, Multithreading, Java, Sybase, C#, Fixed Income, Derivatives, STL, Low Latency, SQL, VBA, Perl, Equities, .NET, Electronic Trading, Unix, Software Development, C, Software Engineering
Education
New York University 2009 — 2013
Master, Mathematics in Finance, 3.78
Rochester Institute of Technology 2002 — 2005
Master, Computer Science
Yang zhou
Yang zhou
J.P. Morgan January 2012 - Present
JPMorgan Chase December 2005 - December 2011
Banco Popular North America March 2003 - December 2005
The Northern Trust December 1996 - July 2001
Skills
SWIFT, Cash, Cash Management, Treasury Management, Disbursements, Accounts Receivable, Lockbox, ACH, Project Implementation, Management, Treasury Services, Business Analysis, SWIFT payments, Project Management, Treasury, Banking, Financial Services, Credit Cards, Commercial Banking, Electronic Payments, Internet Banking, Risk Management, Payments
Education
Roosevelt University 2000 — 2001
Robert Morris College 1994 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
J.P. Morgan September 2005 - Present
Bausch and Lomb January 2001 - January 2005
Skills
Risk Management, Unix, Java, Analysis, Agile Methodologies, Project Management, Visual Basic, Visio, Derivatives, Interest Rate..., Leadership, C++, Trading Systems, Quantitative Finance, VBA, Equities, Bloomberg, SQL, Software Development, Fixed Income
Education
Rochester Institute of Technology 1999 — 2004
BS, Computational Mathematics
Virtual Dynamix October 2011 - Present
Dell 2008 - 2009
JPMorganChase 2003 - 2007
J.P. Morgan 2003 - 2006
Smart Microsystems 1994 - 1996
Motorola 1995 - 1995
Skills
Account Management, Cloud Computing, Data Center, Disaster Recovery, Enterprise Software, IT Management, IT Service Management, IT Strategy, ITIL, Information Technology, Infrastructure, Integration, Leadership, Managed Services, PMO, Process Improvement, Professional Services, Program Management, Team Leadership, Team Building, Vendor Management, Virtualization
Education
Rowan University 1989 — 1992
J.P. Morgan March 2013 - Present
Boardwalk ING Ventures, LLC May 2009 - April 2012
JPMorgan Chase April 2006 - May 2009
JPMorgan Chase September 2005 - April 2006
Sanchez Computer Associates September 2001 - September 2005
South Jersey Savings & Loan Association December 1982 - March 2001
Skills
Project Management, Banking, Vendor Management, Requirements Gathering, Leadership, Loans, Business Requirements, Waterfall, Business Process..., Financial Services, Testing, Management, Requirements Analysis, Business Analysis, SDLC, Program Management
Education
Rowan University
English
Institute of Financial Education - University of Georgia
School for Executive Development
American Institute of Banking
J.P. Morgan April 2015 - Present
J.P. Morgan May 2013 - March 2015
J.P. Morgan May 2012 - May 2013
J.P. Morgan November 2009 - April 2012
J.P. Morgan July 2004 - November 2009
Skills
Project Management, Vendor Management, Scrum, Program Management, Process Improvement, Agile Methodologies, Business Analysis, Requirements Gathering, MS Project, SDLC, Access, Equities, Agile Methodolgy, Certified Scrum Master..., Securities Lending, SQL, Data Warehousing, Investment Banking
Education
Rowan University 1999 — 2004
Bachelor of Science (B.S.), Accounting
Rowan University 1999 — 2004
Bachelor of Science (BS), Management Information Systems
J.P. Morgan June 2008 - Present
Education
Roanoke College 1996 — 2000
J.P. Morgan July 2013 - Present
CITCO September 2006 - June 2013
SSNC May 1997 - August 2006
Skills
Hedge Funds, Management, Product Development, Requirements Analysis, Derivatives, Equities, Financial Services, Fixed Income
Education
University of Phoenix 1999 — 2014
Master of Business Administration (MBA)
Rider University
Finanace
TInyCore Pictures, LLC 2004 - Present
Freelance Consultant 1996 - Present
J.P. Morgan 1999 - 2003
FTI Consulting 1994 - 1999
Monaco Digital Film Labs 1996 - 1998
Skills
Film, Film Production, Video Editing, Video Production, Directing, Motion Graphics, Adobe Creative Suite, After Effects, InDesign, Illustrator, Photoshop, Budgets, Editing, Special Effects, Graphic Design, Investments, Broadcast Television, Social Media, Screenwriting, Interactive Media, Marketing, Strategic Planning, Mergers, Advertising, Marketing Communications, Social Networking, Creative Direction, Creative Writing, Feature Films, Television, Acting, Video, Documentaries, Photography, Entertainment, Web Design, Blogging, Final Cut Pro, New Media, Post Production, Art Direction, Producing, Art, Editorial, Integrated Marketing, Graphics, Mac, Digital Media, Copywriting
Education
Rochester Institute of Technology
Bachelor of Science, School of Motion Pictures and Television
J.P. Morgan September 2012 - Present
J.P. Morgan February 2012 - September 2012
J.P. Morgan 2011 - February 2012
J.P. Morgan May 2008 - 2011
Enterprise Rent-A-Car May 2007 - December 2008
Northwestern Mutual December 2007 - May 2008
Smith Barney November 2007 - December 2007
Donnelly Steen & Company Wealth Advisors September 2007 - December 2007
Morgan Stanley September 2007 - November 2007
Skills
Investment Banking, Loans, Banking, Risk Management, Microsoft Excel, Operations Management, Secondary Loan Trading, Microsoft Office, Excel, PowerPoint, Word, Outlook, LoanIQ, ClearPar, TLM, Loan Syndications and..., Loan Market Association, Standard Terms &..., Business Objects, Customer Service, Teamwork, Credit, Problem Solving, Process Improvement, SharePoint, Results Oriented, Innovative Problem..., Day To Day Operations, Self Starter, Multitasker, TSI, Work Under Pressure, Financial Analysis, Accounting, Microsoft Word, Trading, Insurance, Portfolio Management
Education
Rowan University 2004 — 2008
Bachelor of Science, Finance
J.P. Morgan October 2013 - Present
J.P. Morgan September 2012 - October 2013
J.P. Morgan January 2009 - August 2012
J.P. Morgan July 2007 - December 2008
Skills
P&L Analysis, Trading, RWA, Basel III, Risk Management, Market Risk, VAR, Migration Projects, Fair Value, 10Q, Greeks, Securitization, Secondary Mortgage..., Jumbo Mortgage, Capital Markets, Product Control, Swaps, Fixed Income, Derivatives, Rates, Investment Banking, Valuation, Financial Modeling, Financial Risk, Structured Products, MBS, Interest Rate Risk..., Finance
Education
Rider University 2004 — 2007
Bachelor's degree, Finance
J.P. Morgan April 2015 - Present
J.P. Morgan October 2014 - April 2015
Liberty Global 1999 - 2002
JPMorgan Chase 1996 - 1999
The Chase Manhattan Bank 1992 - 1995
First National Bank of Maryland 1989 - 1992
Maryland National Bank 1986 - 1988
Skills
Commercial Banking, Commercial Lending, Treasury Management, Cash Management, Loans, Risk Management, Banking, Treasury, Treasury Services, Portfolio Management, Investments, Financial Services, Credit Risk, Financial Analysis, Payments, Strategy, Team Building, Management
Education
Rotterdam School of Management, Erasmus University
Smith College
BA
mt vernon high school
Housing Opportunities August 2013 - Present
J.P. Morgan September 2010 - August 2012
J.P. Morgan January 2005 - August 2010
Skills
Cellist, Portfolio Management, Risk Management, Sales, Business Analysis, Treasury Services, Internal Audit, Analysis, Banking, Community Outreach, Event Planning, Financial Services, Management, Process Improvement, Relationship Management
Education
Southern Methodist University 1991 — 1993
Master of Arts (M.A.), Arts Administration
Southern Methodist University - Cox School of Business 1991 — 1993
Master of Business Administration (MBA)
Roosevelt University 1986 — 1988
Master of Music, Cello Performance
Roosevelt University 1982 — 1987
Bachelor of Music, Cello Performance
Barclays Investment Bank January 2015 - Present
J.P. Morgan February 2013 - January 2015
J.P. Morgan July 2009 - February 2013
Rochester Institute of Technology December 2007 - May 2009
JPMorgan June 2008 - August 2008
Skills
Databases, SQL, Data Analysis, Access, Visio, Business Analysis, VBA
Education
Rochester Institute of Technology 2005 — 2009
BS, Management of Information Systems
Xerox November 2013 - Present
JPMorgan/Chase January 2009 - June 2013
J.P. Morgan April 2006 - January 2009
American Express September 1999 - October 2005
Skills
Credit, Microsoft Word, Team Building, Coaching, Loans, Budgets, Project Planning, Customer Service, Project Management, Microsoft Excel, Banking, Financial Analysis, Risk Management, Process Improvement, Management, Leadership, Analysis, Vendor Management, Business Analysis, Change Management, Finance
Education
Roosevelt University 2011 — 2013
Master of Business Administration (MBA)
J.P. Morgan September 2011 - Present
Barclays Capital July 2009 - September 2011
Bank of America/Merrill Lynch September 1991 - May 2009
Tait, Weller & Baker September 1989 - August 1991
Skills
401k, Executive Pay, Retirement, Employee Benefits, Succession Planning, Financial Services, Talent Management, PeopleSoft, Wealth Management, Deferred Compensation, Securities, Mergers, Talent Acquisition, Leadership Development, Investments, Pensions, Strategic Financial..., Employee Engagement, Change Management, Executive Management, Leadership
Education
Rutgers University-New Brunswick 2003 — 2003
MA, Human Resource Leadership
Rider University 1985 — 1989
BS, Accounting
Brooks Leadership Development, LLC 1999 - Present
J.P. Morgan 1977 - 1999
Skills
Executive Coaching, Leadership Development, Executive Development, Succession Planning, Talent Management, 360 Feedback, Organizational..., Organizational..., Career Development, Culture Change, Leadership, Management, Start-ups, Performance Management, Team Building, MBTI, Strategy, Change Management, Executive Management, Organizational Design, Management Consulting, Coaching, Management Development, Emotional Intelligence, Performance Improvement, Workshop Facilitation, Employee Engagement, Personnel Management, Career Management, Training, Staff Development, Personal Development, Conflict Resolution, Training Delivery, Instructional Design, Career Counseling, Employee Training, Onboarding, Organizational Learning, HR Consulting, Human Resources, Consulting, Employee Relations, Talent Acquisition
Education
Rice University
M.A., History
Smith College
B.A. Smith College, Political Science
Ward Wight Sotheby's International Realty January 2013 - Present
J.P. Morgan January 2011 - January 2013
Weichert Realtors April 2005 - December 2012
J.P. Morgan April 2008 - December 2010
Morgan Stanley May 2005 - March 2008
Goldman Sachs June 1999 - May 2005
Skills
Real Estate, Residential Homes, Real Estate Transactions, Sales, Property, First Time Home Buyers, Marketing, Condos, Financial Services, Townhomes, Short Sales, Single Family Homes, Rentals, Buyers, Buyer Representation, Vacation Homes, Luxury, Foreclosures
Education
Rider University 1985 — 1989
BS, Finance
General Atlantic April 2015 - Present
TSG Consumer Partners August 2011 - March 2015
TSG Consumer Partners February 2007 - July 2009
J.P. Morgan June 2004 - January 2007
Education
Stanford University Graduate School of Business 2009 — 2011
Master of Business Administration (M.B.A.)
Yale University 2000 — 2004
Bachelor of Science (B.S.), Electrical Engineering and Economics
Robert College
J.P. Morgan October 2011 - Present
Chase Paymentech January 2008 - October 2011
Skills
Banking, Payment Card Processing, Onboarding, Customer Service, Credit Cards, Microsoft Office, Bilingual, Technology, Work Ethic, Communication, Cooperative, Positive Energy
Education
The University of Texas at Dallas
Bachelor of Business Administration (B.B.A.)
Richland Community College 2009 — 2011
AS Associate in Science, in Business
Lakeview Centennial Highschool 2001 — 2005
Diploma
J.P. Morgan January 2014 - Present
JPMorgan Chase May 2011 - January 2014
Edward Jones September 2007 - May 2011
Bank of America July 2006 - July 2007
Skills
Customer Service, Retirement, Banking, Retail Banking, Microsoft Word, Management, Commercial Banking, Retirement Savings, Microsoft Excel, Phone Etiquette, Accounting, Fast-paced, Service Operation, Operational Activities
Education
Rowan University 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
J.P. Morgan May 2015 - Present
TD August 2014 - May 2015
PHH Mortgage October 2010 - August 2014
PHH Mortgage June 2009 - March 2010
PHH Mortgage January 2007 - June 2009
PHH Mortgage November 2005 - January 2007
Independent Therapist August 2002 - August 2005
Moorestown Board of Education August 2001 - August 2002
Skills
Analysis, Loans, Insurance, Loss Mitigation, Fraud, Quality Assurance, Internal Audit, Banking, Credit
Education
Thomas Edison State College
B.S, Psychology
Rowan College at Burlington County
A.A, Psychology
Xerox August 2014 - Present
Comcast May 2014 - April 2015
Burlington Stores, Inc. June 2013 - June 2014
PNC April 2011 - May 2013
Wells Fargo Advisors September 2009 - March 2011
J.P. Morgan January 2008 - August 2009
TD Ameritrade Institutional August 2006 - December 2007
Skills
Credit, Loans, Mortgage Lending, Private Banking, Banking, Portfolio Management, Commercial Banking, Credit Analysis, Small Business Lending, Customer Service, Microsoft Excel, Financial Analysis, Microsoft Office, Management, Leadership, Analysis, Microsoft Word, Team Building, PowerPoint, Public Speaking, Risk Management, Financial Services
Education
ITM Tech 2008 — 2010
Associate of Science (A.S.), Computer Science (FICO)
Rider University 2003 — 2006
Bachelor of Laws (LLB), Legal Assistant/Paralegal
Rider University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services
Comcast Cable July 1995 - Present
The Franklin Mint March 1994 - July 1995
Telesciences, Inc. July 1992 - March 1994
Hospital of the University of Pennsylvania September 1988 - July 1992
J.P. Morgan April 1987 - September 1988
Data General June 1985 - April 1987
Skills
Telecommunications, IP, Wireless, VOD, VoIP, Broadband
Education
Rochester Institute of Technology 1980 — 1985
BS, Computer Science
CAPES January 2014 - Present
Tulsa Sunshine Center June 2011 - April 2014
Union Public Schools August 2011 - August 2012
J.P. Morgan January 2007 - June 2008
United Guaranty Corporation June 2004 - January 2007
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership, Medical Terminology, CPR Certified, Treatment, Pediatrics
Education
Tulsa Community College 2009 — 2011
Associate of Science (A.S.), Occupational Therapist Assistant
Rogers State University 2000 — 2004
Computer and Information Sciences, General
PIMCO June 2013 - Present
J.P. Morgan January 2012 - June 2013
J.P. Morgan January 2010 - January 2012
Skills
Linux, Perl, Unix, SQL, Java, Python
Education
Rochester Institute of Technology 2005 — 2010
BS/MS, Computer Engineering
J.P. Morgan November 2012 - Present
The Honorable Sebastian P. Lombardi, Essex County Superior Court August 2011 - January 2012
Litvak & Trifiolis, P.C March 2010 - November 2011
Rutgers Child Advocacy Clinic January 2011 - May 2011
Skills
Press Releases, Copy Editing, New Media, News Writing, Legal Research, Analysis, Legal Compliance, Legal Writing, Critical Thinking, Compliance, Risk Management, Fixed Income, Asset Managment, Due Diligence, Corporate Governance, Asset Management
Education
Rutgers School of Law – Newark 2009 — 2012
Juris Doctor, Law
Rowan University 2003 — 2007
B.A, Writing Arts
J.P. Morgan June 2015 - Present
U.S. Bank June 2012 - June 2015
Hillsborough Township Board of Education September 2011 - June 2012
Bridgewater-Raritan Township Board of Education September 2011 - June 2012
Raymond James Financial, Inc. July 2010 - August 2011
The Pingry School December 2006 - August 2008
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Finance, Investment Banking, Capital Markets, Financial Analysis, Public Finance, Financial Services, Municipal Bonds, Customer Service, Priority Management, Time Management, Public Speaking, Vendor Management, Lotus Notes, Outlook, Business Travel, Team Building, Human Resources, Leadership, High Level Of..., High level of..., Expense Reports, Bloomberg, Expense Management, Concur, Invoice Processing, Conference Coordination, Meeting Planning, Project Coordination, Personal Assistance, Corporate Events, Elementary Education, Educational Leadership, Education, Curriculum Development
Education
Rider University
Graduate Level Teaching Certification Program (GLTP)
Rider University
Bachelor's Degree, English
Santander Bank, N.A. October 2014 - Present
J.P. Morgan June 2014 - October 2014
J.P. Morgan May 2013 - June 2014
Citi June 2010 - May 2013
Kansas City Chiefs June 2008 - April 2010
Skills
SQL, Troubleshooting, Windows, Business Analysis, Financial Analysis, Data Analysis, Databases, Data Mining, Data Modeling, Data Management, Crystal Reports, Financial Reporting, Forecasting, Microsoft Office, Quantitative Finance, Reporting & Analysis, SAS programming, DB2, OMNI
Education
Rockhurst University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Boeing January 2014 - Present
J.P. Morgan March 2013 - January 2014
Merrill Lynch May 2011 - January 2013
Columbia Bank New Jersey January 2011 - May 2011
24hrhockey.com December 2005 - November 2010
Skills
Series 7, Microsoft Office, Microsoft Excel, Microsoft Word, Salesforce.com, PowerPoint, Financial Analysis, Economics, Accounting, Customer Service, Teamwork, Public Speaking, Mergers & Acquisitions, QuickBooks, Management, Budgets, Equities, Tax, Risk Management, Investments, Finance, Portfolio Management, Financial Modeling, Banking, Strategic Financial..., Cash Management, Financial Accounting, Managerial Finance, Financial Reporting, Access, Auditing, Financial Markets, Asset Allocation, Forecasting, Loans, Bloomberg Terminal, Due Diligence, Leadership, Corporate Finance, Credit, Financial Statements, Business Planning, Bonds, Valuation, Account Reconciliation, Capital Markets, Investment Banking, Fixed Income, Insurance, Wealth Management
Education
Rowan University 2010 — 2012
Bachelor of Science (B.S.), Finance, General, 3.6 Cum Laude
Gloucester County College 2008 — 2010
Associate of Science (AS), Business Administration
Arsenal Venture Partners August 2013 - Present
J.P. Morgan May 2010 - August 2013
J.P. Morgan March 2007 - May 2010
SunTrust Bank / Suntrust Robinson Humphrey 2005 - 2007
Hughes Supply 2002 - 2003
Education
Rollins College - Crummer Graduate School of Business 2003 — 2005
MBA
Rollins College 1998 — 2002
BA, Economics
Edina High School
International School Bangkok
J.P. Morgan April 2000 - Present
JP Morgan Chase 2009 - 2014
Bank of America January 2003 - February 2009
Education
Richland Community College 1999 — 2001
Business Management
J.P. Morgan August 2014 - Present
TD October 2013 - August 2014
Trinity Solar June 2009 - August 2012
Six Flags Great Adventure May 2007 - October 2008
Skills
People Skills, People Management, Electrical, Customer Service, Training, Solar Energy, Process Scheduler, New Business Development, Business Development, Photovoltaics, Inventory Management, Time Management
Education
Rowan University 2012 — 2014
Bachelor of Economics, Economics
Brookdale community college 2009 — 2011
Business admin, Business
J.P. Morgan December 2012 - Present
Deloitte Tax LLP June 2006 - Present
Skills
Accounting
Education
Rochester Institute of Technology
Finance
J.P. Morgan SecretaryNorthern TrustMarch 1983 - August 1984
Skills
Banking
Education
Robert Morris College
Prospect Capital Management February 2013 - Present
Stone-Goff Partners 2012 - 2013
J.P. Morgan September 2009 - 2012
Duff & Phelps December 2004 - March 2007
Skills
Investment Banking, Private Equity, Leveraged Finance, Leveraged Lending, Mergers
Education
NYU Stern School of Business 2007 — 2009
MBA, Finance
Roanoke College
BA, Economics
SunTrust Robinson Humphrey July 2013 - Present
J.P. Morgan May 2010 - July 2013
Morgan Stanley October 2008 - May 2010
Bear Stearns 2006 - 2008
Education
Rider University 1992 — 1996
Metis New Economy Skills Training June 2015 - Present
Comcast July 2014 - June 2015
RIT Document Pattern Recognition Lab March 2014 - May 2014
J.P. Morgan June 2012 - October 2012
M & T Bank December 2009 - May 2010
Education
Rochester Institute of Technology
Master's degree
Millennium Partners March 2014 - Present
J.P. Morgan August 2011 - March 2014
J.P. Morgan June 2010 - November 2010
Open Publishing Lab at Rochester Institute of Technology September 2008 - May 2009
Rochester Institute of Technology September 2006 - September 2008
Skills
Java, SQL, Software Architectural..., MVVM, WPF, SDLC, .NET, C# 4.0, Python, VSTO, UML, Intex, Intex API, Intex Desktop
Education
Rochester Institute of Technology 2006 — 2011
Bachelors of Science in Software Engineering, Artificial Intelligence
J.P. Morgan
Education
Rice University 2000 — 2004
Bachelor of Arts (B.A.)
J.P. Morgan July 2013 - Present
Skills
Microsoft Excel, HTML, JavaScript, Windows, C, Microsoft Office, Java
Education
Rochester Institute of Technology 2006 — 2013
Bachelor of Science (B.S.), Software Engineering
Goody Bear December 2014 - Present
Pichirallo Family 2008 - Present
J.P. Morgan 2007 - 2008
HSBC 2003 - 2007
Skills
Customer Satisfaction, Banking, Mortgage Lending, Lead Management, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Account Management, Sales, Event Planning, Social Media, Photoshop, Management, Strategic Planning, Training
Education
Rider University 1998 — 2003
Bachelor of Science (BS), Double Major: Management and Organizational Behavior, Computer Information Systems
FDIC July 2010 - Present
IKON Office Solutions 2008 - 2010
J.P. Morgan 2005 - 2007
Silver and Associates 2004 - 2005
Skills
Communication Skills, Microsoft Word, Word Processing, Accurate Data Entry, Telephone Skills, Computer Proficiency, Background..., Insurance Investigations
Education
University of North Texas 2012 — 2016
Bachelor of Business Administration, Candidate 2016, Business Administration
Richland Community College 2007 — 2010
Associate's degree, Candidate 2014, Associate's in Arts
Citi February 2015 - Present
Wells Fargo August 2014 - February 2015
J.P. Morgan August 2013 - June 2014
Citi August 2011 - August 2013
Citi October 2012 - May 2013
Citi December 2011 - October 2012
Citi August 2011 - December 2011
Gerald R. Hendricks, CPA May 2006 - August 2011
Skills
Economic Research, Quantitative Analytics, Quantitative Finance, Economic Modeling, Economic Policy, Project Management, Economics, Analytics, Corporate Finance, Econometrics, Data Analysis, Financial Analysis, Financial Modeling, Forecasting, Leadership, Management, Portfolio Management, SAS, Stata, Strategy
Education
University of Denver 2010 — 2015
Master's degree, Economics
Rockhurst University 2006 — 2008
Bachelor's degree, Economics
Bank of America January 2008 - Present
Bank of America 2005 - 2013
LaSalle Bank January 2005 - January 2008
J.P. Morgan January 2000 - January 2005
Education
Roosevelt University
Business Administration and Management, General
J.P. Morgan December 2014 - Present
Bloomberg LP February 2014 - November 2014
Rider University Biology Department April 2010 - January 2011
Skills
Bloomberg Terminal, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Rider University 2009 — 2013
J.P. Morgan June 2015 - Present
Skills
Leadership, Financial Analysis, Analysis, Financial Reporting, Management
Education
Roosevelt University 2002 — 2004
Bachelor of Applied Science (BASc), Finance, General
Evercore Partners November 2011 - Present
J.P. Morgan July 2007 - November 2011
Petrie Parkman June 1997 - June 2007
Skills
Investment Banking, Corporate Finance, Mergers & Acquisitions, Financial Structuring, M, Financial Analysis
Education
Rice University
Bachelor of Arts (BA), Economics and Managerial Studies
J.P. Morgan November 2000 - Present
ABN AMRO Services Company July 1983 - November 2000
Skills
Derivatives, Capital Markets, Investment Banking, Investments, Risk Management, Hedge Funds, Portfolio Management, Asset Management, Securities, FX Options, Accounting, Equities, Alternative Investments
Education
Roosevelt University 1987 — 1992
MBA, Concentration in Accounting
University of Illinois at Chicago 1981 — 1983
Bachelor of Science in Accounting
Xerox 2011 - 2015
J.P. Morgan 2008 - 2010
Skills
Project Management, Process Improvement, Customer Service, Microsoft Office, Leadership, Microsoft Excel, Sales, Change Management, Operations Management, Team Building, Management, Vendor Management, Risk Management, Business Process..., Strategic Planning, Finance, Business Analysis, Program Management, Outsourcing, Call Centers
Education
Texas A&M University-Commerce 2015 — 2016
Bachelor of Science (BS), Business Administration, Management and Operations
Richland College 2004 — 2010
Associate of Science (AS), Business/Commerce, General
Saudi Aramco October 2010 - May 2014
J.P. Morgan January 2006 - October 2010
Weatherford June 2002 - January 2006
Arthur Andersen April 2000 - June 2002
Skills
US GAAP reporting, Financial Audits, SEC Financial Reporting, Sarbanes-Oxley, Internal Controls, IFRS, Joint Ventures, Equity Accounting, Finance, Financial Analysis, Sarbanes-Oxley Act, Management, Internal Audit
Education
Rice University 2008 — 2010
Master of Business Administration (MBA)
University of Houston 1988 — 1993
Bachelor of Business Administration (BBA), Accounting, cum laude
EMPOWER Retirement September 2014 - April 2015
J.P. Morgan June 2006 - August 2014
Mellon HR Solutions August 2000 - May 2005
Illinois Municipal Retirement Fund May 1991 - August 2000
Skills
Pension Administration, Defined Benefit, Pension Payroll, Customer Service, Administrative Functions, Compliance Auditing, Training & Development, Employee Training, Quality Auditing, Microsoft Office
Education
Robert Morris University - Illinois
J.P. Morgan June 2015 - Present
Screaming Eagle Metal Products December 2013 - May 2015
Hollywood Golf Club March 2006 - March 2015
Rowan University Advertising Dynamics September 2013 - December 2014
Liberty Bell Bank May 2012 - September 2012
Skills
InDesign, QuarkXPress, Photoshop, Microsoft Office, Marketing Communications, Advertising Sales
Education
Rowan University 2010 — 2015
Bachelor of Arts (B.A.), Advertising, Senior
Ocean Township High School 2006 — 2010