JP Morgan 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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JP Morgan Chase Employees
JPMorgan Chase & Co. May 2015 - Present
JP Morgan Chase March 2012 - Present
JP Morgan Chase September 2010 - March 2012
Macy's 2005-2010 October 2005 - December 2010
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Outlook
Education
California State University-San Marcos 2009 — 2011
Bachelor of Business Administration (B.B.A.), Business management and minor in human resources
Splendid, a division of VF Corporation March 2015 - Present
Marc Jacobs January 2013 - June 2014
JP Morgan Chase March 2011 - January 2013
DOLCE&GABBANA S.r.l January 2009 - February 2011
Skills
Microsoft Excel, Management, Microsoft Office, Customer Service, Process Improvement, Merchandising, Styling, Sales, Research, PowerPoint, Business Development, Marketing, Training, Social Media, Microsoft Word, Public Speaking, Leadership
Education
California State University-Fullerton
WFG National Title Company August 2014 - Present
Alamo Title DFW May 2013 - August 2014
Stewart Title September 2011 - May 2013
Ardent Giving Solutions August 2010 - August 2011
JP Morgan Chase December 2009 - August 2010
Bank of Texas June 2008 - December 2009
WaMu - Now JP Morgan Chase May 2007 - June 2008
Beazer Homes May 2004 - March 2007
KB Home August 2003 - May 2004
Skills
Real Estate, Customer Relations, Loans, Sales Management, Construction, Customer Service, Refinance, REO, Credit, New Business Development, Investment Properties, Marketing Strategy, Business Development, Commercial Lending, Real Estate Transactions, Banking, Strategy, Commercial Real Estate, Mortgage Lending
Education
California State University-Chico 1995 — 1999
Bachelor of Arts, Political Science
JPMorgan Chase & Co. February 2015 - Present
Halos of Hope September 2008 - Present
JPMorgan Chase November 2010 - February 2015
JP Morgan Chase October 2008 - November 2010
Citicorp Payment Services November 2001 - October 2007
Wheels, Inc. January 2000 - November 2001
Harris Bank - Bank of Montreal February 1992 - December 1999
American Bankcard International 1999 - 1999
Skills
Payment Card Processing, General Administrative..., Cross-functional Team..., Product Management, Vendor Management, Electronic Payments, Credit Cards, Business Development, Management, Leadership, Financial Services, E-commerce, Strategic Planning, Banking, Payments, Executive Management
Education
DePaul University 1990 — 1992
BA, International Marketing
California State University-Fullerton 1976 — 1978
North Park University
Organizational Behavior and Development
Savanna High School
Chase Commercial Term Lending September 2011 - Present
Citibank 1995 - September 2011
Citibank Commercial Real Estate Finance 1995 - September 2011
JP Morgan Chase 1992 - 1995
Security Pacific National Bank, Los Angeles 1985 - 1992
Skills
Asset Management, Commercial Real Estate, Loans, Loan Origination, Leadership, Foreclosures, Commercial Mortgages, Negotiation, Banking, Mortgage Lending, Credit, Portfolio Management, Underwriting, Investments, Real Estate Economics, Real Estate Financing
Education
California State University-Northridge
BS, Finance and Real Estate
NS Capital Management April 2015 - Present
Alliance Realty Capital May 2013 - April 2015
The National Groups 2009 - May 2013
JP Morgan Chase March 2007 - April 2009
Moebius Color September 1996 - September 2000
Skills
Loss Mitigation, Financial Analysis, Asset Management, Dispositions, Servicing, Portfolio Management, Due Diligence, Asset Managment, Programming, Interactive Programming, Loan Servicing, Disposition, Real Estate Economics, REO, Loans, Loan Origination, Mortgage Lending, Default, Credit
Education
California State University San Marcos
State Water Resources Control Board July 2015 - Present
California State Parks March 2015 - July 2015
River Partners June 2014 - January 2015
California State University, Chico August 2013 - December 2014
JP Morgan Chase July 2009 - August 2013
Butte College January 2013 - June 2013
Community Legal Information Center (CLIC) February 2008 - May 2009
AutoZone October 2005 - May 2009
California State University, Chico 2007 - 2009
Mercedes Benz of Walnut Creek November 2003 - August 2005
Skills
ArcGIS, GPS, Trimble GPS, Plant Identification, Wetlands, Field Work, Aquatic Bioassessment, Surface Water Ambient..., Down Woody Material..., Soil Sampling, Water Sampling, Microsoft Office, Water Quality, Proposal Writing, Population Census..., Google Earth, radiotelemetry
Education
California State University-Chico 2013 — 2015
Master's Degree, Environmental Science
California State University-Chico 2007 — 2012
BA International Relations, International Relations, Economics, Legal Studies
Diablo Valley College 2002 — 2004
Clayton Valley High School 1998 — 2004
Kohl's Department Stores June 2014 - Present
Kohl's Department Stores June 2011 - May 2014
JP Morgan Chase April 2004 - May 2011
US Army October 1997 - April 2004
Skills
Training, Performance Management, Coaching, Employee Engagement, Employee Training, Human Resources, Recruiting, Call Centers, PeopleSoft, Customer Service, Banking, Talent Management, Employee Relations, Leadership, Team Building, Team Leadership, Customer Satisfaction
Education
California State University-Monterey Bay
Master of Business Administration (MBA)
University of California, Berkeley
Bachelor of Science (BS), International Economics
Defense Language Institute 1998 — 1999
Associate's degree, Spanish Language and Literature
Young's Market Company May 2015 - Present
The French Culinary Institute June 2014 - Present
Bank of America September 2013 - June 2014
iMortgage July 2010 - November 2011
JP Morgan Chase 2011 - 2011
Bank of America July 1999 - July 2010
Skills
Mortgage Lending, Banking, Credit, Loans, Real Estate, Mortgage Banking, Investment Properties, Loan Origination, Residential Mortgages, Sales, First Time Home Buyers, wine, Food & Beverage
Education
California State University-Fullerton
Bank of America March 2015 - Present
Bank of America December 2012 - Present
JP Morgan Chase September 2011 - November 2012
JPMorgan Chase September 2010 - December 2010
SunTrust Bank January 2005 - September 2010
Skills
Bilingual Proficiency, Financial Analysis, Sales Operations
Education
California State University-Los Angeles 2014 — 2016
Bachelor of Business Administration (BBA), Finance and International Business
Los Angeles City College 2013 — 2014
Bachelor of Business Administration (BBA)
City College of San Francisco 2011 — 2013
Bachelor of Business Administration (B.B.A.)
Le Cordon Bleu College of Culinary Arts-Miami 2008 — 2010
Associate of Science (A.S.), Culinary Arts/Chef Training
US Bank Institutional Trust & Custody September 2012 - Present
JP Morgan Chase March 2010 - September 2012
The Bank of New York Mellon 2001 - 2009
Bank of America 1992 - 1999
Security Pacific Bank 1988 - 1992
Skills
Relationship Management, Institutional Trust..., Global Custody &..., Employee Benefits &..., Contract & Service..., Project Management, Treasury Solutions, Securities, Mutual Funds, Business & System..., Process Analysis/Change..., Client Training &..., Global Custody, Equities, Treasury Services, Banking, CRM, Financial Services, Negotiation, Leadership, Investment Management, Analysis, Management, Mergers & Acquisitions
Education
California State Polytechnic University-Pomona
MBA, Business Management
University of San Diego
BBA, Business Administration
Bank of America Merrill Lynch October 2014 - Present
JP Morgan Chase Bank, N.A. July 2014 - October 2014
JP Morgan Securities LLC December 2011 - July 2014
Chase Investment Services Corp June 2009 - December 2011
JP Morgan Chase January 2008 - June 2009
Education
California State University-Northridge
Summit Brokerage Services, Inc. November 2014 - Present
Xceed Financial Credit Union January 2010 - November 2014
JP Morgan Chase 2006 - 2010
Skills
Series 7, Series 63, Series 65, Retirement Income..., Estate Planning, Career Transitions, Retirement Plan..., Securities, Retirement, Fixed Income, Investments, Hedge Funds, Strategic Financial..., Banking, Insurance, Financial Services, FINRA, Investment Advisory, Finance, Mutual Funds, Wealth Management, Retirement Planning, Series 6, Portfolio Management, Financial Advisory, Asset Management, Asset Allocation, Financial Planning
Education
California State University-Long Beach
Bachelor's Degree, Finance, General
Majestic Asset Management, LLC April 2014 - Present
California State University, Northridge Alumni Association Accounting & Information Systems Chapter July 2014 - Present
Accountemps January 2014 - March 2014
JP Morgan Chase May 2011 - December 2013
Bruce Bibicoff, MBA January 1994 - February 2013
DeVry University 2010 - 2013
Valley Soccer Association 2006 - 2012
AYSO 1992 - 2012
ACF Property Management 2007 - 2010
Hawker Beechcraft 2005 - 2007
Skills
Mortgage, Cash Flow, Balance, Accounts Payable, Accounting, Financial Reporting, Teaching, Courses, Loans, Mortgage Underwriting, Mortgage Lending, Financial Accounting, Real Estate, Time Management, Investment Properties, Microsoft Excel, Loan Origination, Customer Service, Training, Analysis, Strategic Planning, Process Improvement, Management, Finance, Account Reconciliation, Internal Controls, Budgets, Leadership, Recruiting, Financial Analysis, Cost Accounting, Small Business, Banking, Credit, Insurance, Investments, Strategic Financial..., Underwriting, Business Planning, Due Diligence
Education
West Coast University
Master of Business Administration (MBA), Finance/Marketing
California State University-Northridge
Bachelor of Science, Business Administration/Management: Human Resources
University of California, Los Angeles
Extension Program, Accounting
Mortgage University
Mortgage Underwriting
Financial Industry Regulatory Authority (FINRA) August 2015 - Present
Confie Seguros August 2014 - August 2015
Prospect Mortgage, LLC April 2012 - August 2014
Bank of America March 2010 - June 2012
JP Morgan Chase September 2008 - March 2010
Countrywide Mortgage April 2005 - March 2008
Education
California State University-Northridge 2009 — 2012
BA Economics, Business/Managerial Economics
Philip B. October 2013 - Present
Whole Body Research, LLC. December 2013 - April 2014
Timios, Inc. June 2013 - October 2013
Comerica Bank November 2011 - June 2013
JP Morgan Chase June 2008 - October 2011
Skills
Loans, Banking, Credit, Retail Banking, Mortgage Lending, Commercial Banking, Commercial Lending, Consumer Lending, Customer Service, Financial Analysis, Microsoft Word, Portfolio Management, Sales, Small Business Lending
Education
California State University, Northridge 2010 — 2013
Bachelor Degree, Finance
California State University-Northridge 2010 — 2013
Bachelor's of Science in Finance, Finance
3M Electrical Markets Division January 2015 - Present
3M Industrial Adhesives and Tapes Division February 2012 - December 2014
3M Industrial Adhesives & Tapes Division June 2004 - February 2012
JP Morgan Chase April 2003 - April 2004
Morgan Stanley, Private Client Group September 2001 - March 2003
Skills
Business Development, Financial Analysis, Finance, Investments, Adhesives, Tape, CRM, Cross-functional Team..., Management, Marketing, Process Improvement, Key Account Management, Analysis, Strategic Planning, Forecasting, Sales, Negotiation, Leadership
Education
California State University-Northridge 2008 — 2010
MBA, Finance & Marketing
Lehigh University 1997 — 2001
Bachelor of Science, Industrial Engineering
BlacklistLA September 2013 - Present
Nike September 2013 - July 2014
Nike April 2012 - July 2014
North Harvard Heights Community June 2012 - June 2013
JPMorgan Chase April 2011 - April 2012
JP Morgan Chase March 2010 - April 2011
Skills
Retail, Leadership, Management, Sales, Coaching, Team Leadership, Training, Customer Satisfaction, Customer Service, Marketing, Talent Management, Leadership Development, Social Media, Marketing Strategy, Time Management, Social Media Marketing, Event Planning, Social Networking
Education
California State University-Northridge 2007 — 2011
Bachelor of Science, Business Management
Daniel Murphy Catholic HS
EON Reality February 2013 - Present
American Handforge February 2011 - May 2012
JP Morgan Chase December 2010 - February 2011
Internet Connectivity Group (I.C.G.) August 2008 - January 2009
GoWest Equipment Leasing March 2008 - August 2008
Skills
Sage MAS200, Cash Flow Forecasting, Financial Analysis, Sales, Customer Service, Microsoft Excel, Microsoft Word, Accounts Payable, Accounts Receivable, Accounting, Business Strategy
Education
California State University-Fullerton - College of Business and Economics 2004 — 2006
B.A. Business Administration, Finance
Concordia University-Irvine
Rushmore Loan Management Services LLC January 2014 - Present
JPMorgan Chase May 2013 - November 2013
JP Morgan Chase December 2011 - May 2013
JPMorgan Chase November 2007 - December 2011
Citi Residential Lending April 2005 - November 2007
Citi Residential Lending February 2003 - April 2005
Skills
Underwriting; Freddie..., Short Sale Specialist, Loan Modifications, Loss Mitigation, Repayment plans, Forbearance Plans, Financial Statement..., Income Review, Computer Skills; MS..., Lenstar, Application Xtender, Lawbase, Alltell/MSP/Fidelity, Lenderlive, Agent Desktop (AD), LPS, Fortracs, Resolve, Linx, Director Call Monitoring, 75+wpm, Fannie Mae HSSN, WPII, NACA.com, FHA Connections, Disposition, Refinance, Loan Orgination, Negotiation, Mortgage Servicing, Mortgage Banking, Credit Analysis, Mortgage Lending, Residential Mortgages, Training, Default, Modification, Foreclosures, Bankruptcy, USDA, Real Estate, Short Sales, Title Insurance
Education
California State University-Fullerton 1996 — 2001
Bachelor of Science
California State University, Long Beach January 2015 - Present
JP Morgan Chase November 2010 - December 2014
Morgan Drexen July 2010 - November 2010
WAMU, Now part of JP Morgan Chase January 2003 - January 2008
Accenture August 1998 - March 2003
Farmers Insurance March 2000 - June 2001
American Express August 1998 - February 2000
Skills
System Administration, SQL Server, Disaster Recovery, Windows Server, Active Directory, Citrix, DNS, Solution Design, Enterprise Architecture, IT Strategy, Business Continuity, SharePoint, SDLC, IT Management, Server Architecture, Virtualization, Systems Analysis, Incident Management, Cloud Computing, VMware, Microsoft SQL Server, Solution Architecture, Storage Area Networks, Vendor Management, Data Center, Cisco Technologies, VMware ESX, Storage, Servers, Unix, Integration, Databases, Microsoft Exchange, Infrastructure, Networking, Troubleshooting, Enterprise Software, SQL, System Deployment, Information Technology
Education
DeVry University / Keller Graduate 1994 — 1998
BS, CIS - Information Systems, Bachelor in Science Degree - CIS
California State Polytechnic University-Pomona 1992 — 1994
Bachelor in Science, Computer Science, AA, CS - Computer Science Degree
Mount San Antonio, Walnut, CA 1990 — 1994
AS, CIS, MS Programming, AS, CIS - MS/Programming Associate in Science Degree
Cypress College 1990 — 1992
Bachelor of Science (BS) - Personal Development, Computer Science
Capital Group January 2013 - Present
JP Morgan Chase 2009 - August 2012
West Dermatology August 2006 - May 2008
Skills
Customer Service, Russian, Multi Tasking, Computer Proficiency, Team-oriented, Problem Solving, People Skills, Teamwork, Outlook, Finance
Education
California State University-Fullerton 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Saddleback College 2004 — 2008
Associate's degree
Farmers & Merchants Bank of Long Beach March 2014 - Present
ocboard.com January 2012 - May 2014
Farmers & Merchants Bank of Long Beach January 2014 - March 2014
Farmers & Merchants Bank of Long Beach September 2012 - January 2014
US Bank November 2010 - September 2012
California State University, Fullerton August 2010 - December 2010
JP Morgan Chase August 2006 - November 2010
Daily Titan, CSU Fullerton January 2010 - May 2010
Magnaflow January 2005 - April 2006
Enterprise Rent-A-Car February 2004 - February 2006
Skills
Editing, Copy Editing, Journalism, InDesign, News Writing, Facebook, Social Media, Proofreading, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Editorial, Banking, Retail Banking, Final Cut Pro, Social Networking, Microsoft Excel, Social Media Marketing, Research, Hootsuite, Sports Writing, Troubleshooting, Tutoring, Online Journalism, Ap Style, Newspaper, New Media, Sales, Personal Banking, Twitter, vBulletin, GIMP, Writing, Opinion Writing, Feature Article Writing, Problem Solving, Broadcast Television, Wordpress, Online Publishing, Online Tutoring, Financial Operations, Website Building
Education
California State University-Fullerton 2008 — 2010
BA, Print Journalism
Saddleback College 2005 — 2008
AA, General Studies
Capistrano Valley High School 2000 — 2004
JP Morgan Chase October 2009 - Present
Bank of America February 2006 - October 2009
Bank of America April 1998 - February 2006
Skills
Small Business Lending, Consumer Lending, Loans, Branch Management, Mortgage Lending, Mortgage Banking, Retail Banking, Credit, Banking, Cross Selling, Customer Experience, Customer Retention, Customer Acquisition, Employee Training, Strategic Planning, Profit Maximization, Staff Development, Commercial Lending, Commercial Banking, Credit Analysis, Deposits, Lines Of Credit, Loan Origination, Relationship Management, Series 63
Education
California State University-Northridge 1997 — 2001
Bachelor's Degree of Science, Finance
JP Morgan Chase 2011 - Present
Maciel Mortgage July 2006 - June 2007
Education
California State University, Fresno 2007 — 2009
Bachelor's, Business Administration
JP Morgan Chase October 2003 - Present
Skills
Credit Analysis, Residential Mortgages, Refinance, Loan Origination, VA loans, Loans, Mortgage Lending, Banking, Credit, Mortgage Banking, Underwriting, FHA, FHA financing, Consumer Lending, USDA, Retail Banking
Education
California State University-Fresno
BS, Business Administration
JP Morgan Chase October 2009 - Present
Countrywide 1992 - 2014
Coutrywide 2008 - 2008
Skills
Mortgage Lending, FHA, First Time Home Buyers, Real Estate, Loss Mitigation, Investment Properties, REO, Foreclosures, Short Sales, Investors, Referrals, Real Estate Transactions, Residential Homes, Selling, Sellers, Property, Condos
Education
California State University-Long Beach 1989 — 1994
Civil Engineering
Stryker Medical October 2013 - Present
San Fernando Realty Inc. March 2006 - Present
JPMorgan Chase September 2011 - October 2013
JP Morgan Chase September 2011 - August 2012
Boston Scientific October 2008 - October 2010
St. Jude Medical December 1999 - September 2008
Skills
Research and Development, Bank Negotiations, Medical Devices, Negotiation, Marketing Strategy, Account Management, Process Improvement, Lean Manufacturing, Leadership, Sales, Sales Management, ISO, Management, Microsoft Office, Team Leadership, Manufacturing, Project Planning, Cold Calling, Contract Negotiation, Forecasting, Microsoft Excel, Product Development, New Business Development, Selling, Marketing, PowerPoint, Business Development, Project Management, Continuous Improvement, Leadership Development, Team Building, Real Estate Transactions, Operations Management, Customer Service, Manufacturing..., Business Strategy, Microsoft Word, Six Sigma, Analysis, Strategic Planning, SPC, Root Cause Analysis, Customer Satisfaction, Real Estate, Time Management, Program Management, Public Speaking, Human Resources, Training, Quality Assurance
Education
University of Phoenix 2009 — 2015
Bachelor of Science (BS), Business Administration, Management and Operations, Project Management
CSUN 1999 — 2004
Bishop Alemany HIgh School 1994 — 1998
Future Ford Auto Group November 2012 - Present
JP Morgan Chase May 2010 - August 2012
Bank of America August 2005 - April 2010
Skills
Banking, Commercial Lending, Small Business Lending, Loan Origination, Credit Analysis, Loans, Credit, Investments, Mortgage Banking, Sales, Mortgage Lending, Consumer Lending, Financial Analysis, Retail Banking, Lines Of Credit, Commercial Banking, Cross Selling, Cash Management, Refinance, Portfolio Management, Credit Risk, Treasury Management, Residential Mortgages, Mutual Funds, Deposits, Relationship Management, Financial Services, Credit Cards, Real Estate, Securities, Commercial Mortgages, Private Banking, Investment Banking, FHA, Fixed Income, Wealth Management, Investment Properties, Branch Banking, Finance, Series 63, Equities, Financial Risk, Mortgage Servicing, VA loans, Operational Risk, AML, Asset Management, Core Banking, Loan Servicing, Financial Advisory
Education
California State University-Dominguez Hills 2009 — 2010
MBA, Business/Commerce, General
California State University-Sacramento 2001 — 2005
BS, Business, Finance
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
Etrade September 2013 - January 2015
JP Morgan Chase July 2011 - August 2013
Morgan Stanley March 2010 - March 2011
Prudential Financial August 2009 - February 2010
HCL Technologies October 2007 - September 2008
Microsoft October 2004 - September 2007
Oracle June 2002 - September 2004
CAST August 2000 - May 2002
Informatica January 2000 - July 2000
Applied Biosystems March 1998 - December 1999
Skills
Sales, Marketing, Business Development, Software, Investments
Education
University of San Francisco 2009 — 2010
Master of Business Administration (MBA), Business
California Polytechnic State University-San Luis Obispo 1991 — 1996
Bachelor of Science (BS), Microbiology & Biochemistry
St. Ignatius College Preparatory 1987 — 1991
High School, General Studies
Green Dot Corporation September 2013 - Present
Evoba April 2013 - August 2013
JP Morgan Chase July 2009 - October 2010
Skills
Financial Services, Retail Banking, Customer Service, Customer Satisfaction, Networking, Microsoft Office, Lead Generation, Business Development, Marketing, Email Marketing, Social Media Marketing, Sales Management, Management
Education
California State University, Los Angeles 2013 — 2014
Certificate in Business Management
California State University-Los Angeles 2010 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Glendale Community College 2007 — 2010
Associate of Arts (AA), General Education
JPMorgan Chase April 2012 - Present
JP Morgan Chase August 2010 - April 2012
JPMorgan Chase December 2008 - August 2010
Education
California State University-East Bay 2013 — 2015
Bachelor of Business Administration (BBA)
College of Alameda 2009 — 2012
Business Administration
Alameda High
Symantec April 2015 - Present
Infinite Sports Association (Non-profit) January 2013 - Present
Symantec March 2014 - April 2015
Cisco Systems February 2013 - March 2014
Cisco Systems May 2012 - February 2013
JP Morgan Chase October 2011 - March 2012
Skills
Leadership, Training, Management, Program Management, Human Resources, Customer Service, Team Building, Process Improvement, Project Management, Leadership Development, WebEx, Project Planning, Coaching, Microsoft Excel, Strategy, Outlook, Access, Time Management, Software Documentation, Onboarding, Project Coordination, PowerPoint, Employee Benefits, Cross-functional Team..., Training Delivery, Banking, Microsoft Word, Performance Management, PeopleSoft, Employee Training, Cisco Telepresence, Telepresence, Portfolio Management, Appointment Scheduling, Employee Relations, College Recruiting, Data Analysis, Knowledge Transfer, Customer Experience, Benchmarking, Scheduling Management, Training Scheduling, Career Opportunities, Organization, Agile Project Management
Education
California State University-Stanislaus 2008 — 2011
Bachelor of Science, Business Administration with Concentration in Human Resources Management
Modesto Junior College
Associate's Degree, General Education
JP Morgan Chase July 2011 - Present
Bank of the West February 2008 - July 2011
Washington Mutual February 2006 - February 2008
Charter Mac Mortgage Capital 2001 - 2006
Pacific Crest Bank 1999 - 2001
Southern Pacific Bank 1999 - 1999
Impac Commercial Capital 1998 - 1999
Imperial Capital Bank 1996 - 1998
Education
California State University-Northridge 1999 — 2002
BSBA, Business Administration-Finance
JPMorgan Chase & Co. March 2015 - Present
United States Naval Academy October 2011 - Present
Bank of America February 2009 - February 2015
JP Morgan Chase 2002 - 2009
City of Hayward July 1996 - April 2000
California Army National Guard 1995 - 2000
Skills
Mortgage Underwriting, Loan Origination, Mortgage Lending, Underwriting, Loans, Credit Analysis, Fraud, Banking, Compliance, Customer Service, Problem Solving, Consumer Lending, Insurance, Financial Services, Finance, Mortgage Banking, Management, Executive Management, Financial Analysis
Education
California State University-East Bay 1996 — 1999
Criminal Justice
Evergreen Valley College 1994 — 1996
AS, Administration of Justice
United States Naval Academy 1982 — 1985
Physical Science
US Bank September 1999 - Present
State Street 1999 - 2003
State Street 1999 - 2003
JP Morgan Chase July 1992 - September 1999
Skills
Corporate Trust, Mergers & Acquisitions, Corporate Governance, Treasury Management, Bonds, Capital Markets, Structured Finance, Banking
Education
California State University-Long Beach 1984 — 1989
Nestle S.A. September 2014 - Present
Cacique USA July 2013 - July 2014
Nestle USA February 2011 - July 2013
ConAgra Foods November 2006 - June 2010
JP Morgan Chase October 2005 - November 2006
Latinsphere Advertising 2003 - 2005
Publicis Dialog October 2001 - June 2003
publicis sanchez and levitan 2000 - 2001
Skills
Integrated Marketing, Customer Insight, Shopper Marketing, Digital Marketing, Competitive Analysis, Marketing, Relationship Marketing, Brand Management, Strategic Planning, Consumer Products, Multicultural Marketing, Marketing Research, Segmentation, Cross-functional Team..., Advertising, Multi-channel Marketing, Marketing Communications, Contract Negotiation, Packaging, Marketing Strategy, Project Planning, Event Planning, Consumer Goods
Education
The University of Chicago 2009 — 2011
MBA, Business Administration
The University of Chicago Booth School of Business 2009 — 2011
MBA, Business
California State University-Fullerton 1994 — 1999
BA, Communications/Spanish Literature
JP Morgan Chase March 2011 - Present
Wells Fargo Capital Finance July 2005 - March 2011
GE Commercial Finance June 2004 - June 2005
Boeing Capital Corporation 2000 - 2004
The Boeing Company 1997 - 2000
Earle M. Jorgensen Company 1997 - 1997
Education
University of Southern California - Marshall School of Business 2002 — 2004
MBA, Finance
California State University-Long Beach 1994 — 1996
BS, Finance
Yates and Felts Inc. May 2013 - Present
Volpatti Insurance Services Inc May 2010 - December 2012
JP Morgan Chase October 2008 - April 2009
WaMu 1998 - 2009
Skills
Management, Customer Service, Analysis, Coaching, Vendor Management, Banking, Call Center, Credit Cards, Business Analysis, Process Improvement, Risk Management, Training, Call Centers, CRM, Software Documentation, Sales, Credit
Education
California State University-Hayward 1987 — 1990
B.S., Kinsiolgy
Stearns Lending LLC June 2014 - Present
Everbank February 2013 - June 2014
Seven Gables Real Estate 2013 - 2014
Bank of Manhattan February 2012 - February 2013
Metlife Home Loans July 2009 - January 2012
JP Morgan Chase September 2001 - July 2009
JPMorgan Chase October 2001 - June 2009
Financial Partners Credit Union 1990 - 1997
Financial Partners Credit Union 1990 - 1997
Orange County Teachers Fed Credit Union 1986 - 1990
Skills
Real Estate, Mortgage Marketing, Finance, Mortgage Banking, Reverse Mortgages, VA loans, USDA, FHA, Refinance, Residential Mortgages, Loan Origination, Loans, FHA financing, Credit, Mortgage Underwriting, Certified Mortgage..., First Time Home Buyers, Banking, Investment Properties, Underwriting, Portfolio Management, Real Estate Transactions, Real Estate Economics, Government Loans, Real Estate Financing, Sellers, Construction Loans, Commercial Mortgages, Loss Mitigation, Credit Analysis, Financial Services, FHA Financing, VA Loans, Mortgage Lending, Residential Homes, Home Equity Lines of..., Sales, REO, Investors
Education
Pepperdine University 1997 — 1998
MBA program
Pepperdine University 1997 — 1998
Course sturdy in the MBA program, Masters of Business Administration-Executive Program
California State University-Fullerton
Bachelor's degree, Communications, Journalism
Comerica Bank October 2002 - Present
City National Bank October 2001 - October 2002
Citi January 1998 - April 2000
JP Morgan Chase 1999 - 2000
Skills
Retail Banking, Portfolio Management, Commercial Banking, Investments, Credit, Banking, Commercial Lending, Credit Analysis, Financial Analysis, Risk Management, Loans, Wealth Management, Private Banking, Treasury Management, Small Business Lending, Asset Based Lending
Education
California State Polytechnic University-Pomona
Bachelor of Science in Business Administration, Business Administration and Marketing - Product and Brand Management
Academy Mortgage Corporation NMLS #3113 Corp. Lic: ID-MBL-671 April 2012 - Present
JP Morgan Chase October 1997 - April 2012
Skills
Team Building, Process Improvement, Leadership, Loans, Mortgage Lending, Credit Analysis, Mortgage Banking, Retail Banking, Chambers of Commerce, FHA, Real Estate Lending, Mortgage Servicing, Mortgage Underwriting, Refinance
Education
California State University-Chico 1992 — 1994
Bachelor of Arts (B.A.), Physiology, General
BB&T November 2014 - Present
Wells Fargo June 2012 - August 2014
Citi 2009 - 2011
Citi 2004 - 2009
BNY Mellon 2001 - 2004
Lehman Brothers 2000 - 2001
JP Morgan Chase 1993 - 2000
Bank of America 1991 - 1993
Skills
Financial Services, Mergers & Acquisitions, Banking, Structured Finance, Finance, Start-ups, Business Development, Derivatives, Business Strategy, Capital Markets, Business Planning, Securitization, Financial Markets, Hedge Funds, Management, New Business Development, Vendor Management, Credit, Strategic Planning, Strategy, Product Development, Project Finance, Mergers, Sales Management, Business Relationship..., Negotiation, Commercial Banking, Financial Analysis, Business Intelligence, Budgets, Business Analysis, Alternative Investments, Customer Service, Team Building, Key Account Management, Trade Finance, Fund Of Funds, Business Management, Direct Sales, Trust Management, International Project..., Market Analysis, Staff Management, Portfolio Management, CRM, P&L Management, Competitive Analysis, Leadership, Financial Risk, Relationship Management
Education
Cal Poly San Luis Obispo
Graduate Studies, Business and Computer Applications
Humboldt State University
Bachelor of Science, Finance
RPM Mortgage, Inc. April 2013 - Present
Bank of America April 2009 - April 2013
JP Morgan Chase April 1999 - October 2009
Skills
Banking
Education
California State University-Dominguez Hills
Business Adminstration/Computer Science
BUHS July 2014 - Present
JP Morgan Chase July 2009 - August 2013
Skills
Call Center, Financial Analysis, Mortgage Banking, Mortgage Servicing, Microsoft Excel, Asset Managment, REO, Operations Management, Mortgage Lending, Risk Management, Financial Risk, Loan Modifications, Capital Markets, Loans, Financial Modeling, Investments, Refinance, Loss Mitigation, Business Analysis, Due Diligence, Banking, Credit, Portfolio Management, Default, Analytics, Customer Service, FHA, Loan Servicing, Residential Mortgages, Access, Team Building, Credit Analysis, Valuation, Vendor Management, Underwriting, Auditing, Loan Origination, Consumer Lending, Finance, Real Estate, Foreclosures, Process Improvement, Investment Properties
Education
California State University-Long Beach
Bachelor of Science, Administration of Justice
Wells Fargo Home Mortgage January 2012 - January 2014
Bank of America May 2011 - January 2012
Keller Williams Realty July 2009 - December 2011
Wells Fargo Home Mortgage November 2010 - March 2011
PV Investments September 2005 - November 2009
JP Morgan Chase December 2004 - December 2007
Skills
Mortgage Lending, Real Estate, Training, Investment Properties, Loans, Social Networking, Coaching, Credit, Investments, Underwriting, Selling, Leadership, Management, Entrepreneurship, Public Speaking, Investors
Education
California State University-Northridge
Bachelor of Applied Science (BASc), Business/Managerial Economics
Red Morning Entertainment / CSV LLC January 2009 - Present
Strong Tower Ministries December 2006 - December 2008
JP Morgan Chase September 2002 - October 2006
ABC Network September 2001 - September 2002
Disney Channel March 1998 - September 2001
Skills
Television, Broadcast, Editing, Post Production, Training, Marketing, Interviews, Documentaries, Troubleshooting, Networking, Graphics, Final Cut Pro, Entertainment, Video Production, Video, Digital Media, Directing, Creative Writing
Education
California State University, Fresno 1994 — 1996
BA, Mass Communication and Journalism
Southern California Christian High
U.S. Bank August 2011 - June 2012
Mason-McDuffie Mortgage December 2010 - July 2011
JP Morgan Chase December 2009 - September 2010
Six Flags Discovery Kingdom March 2009 - July 2009
E-Loan Inc. October 2002 - May 2008
Ameriquest Mortgage October 2001 - September 2002
Tiburon Inc. 2000 - 2002
Education
California State University-East Bay 1999 — 2001
College of Marin 1997 — 1999
University of Connecticut 1989 — 1991
Wolcott High School 1983 — 1987
Honors
JP Morgan Chase March 2010 - Present
Wells Fargo Trade Bank April 2009 - March 2010
Wachovia Bank August 2007 - April 2009
Citigroup 1993 - 2003
Skills
Relationship banking, International Business, Treasury Management, Sales, Customer Service, Banking
Education
California State University-Long Beach 1987 — 1990
Bachelor of Science, Business Administration - Finance
Cisco Cloud Networking Group November 2013 - Present
Cisco Cloud Networking Group July 2013 - November 2013
Meraki, Inc. (Acquired by Cisco Systems) October 2012 - June 2013
Nimbus Data Systems, Inc. March 2012 - September 2012
JP Morgan Chase October 2010 - March 2012
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
BS, Finance
Arena Solutions September 2015 - Present
Adaptive Insights December 2014 - September 2015
JP Morgan Chase February 2011 - December 2014
Skills
Journalism, Online Journalism, Magazine Writing, Fashion Writing, Food, Writing, Profiles, Freelance Writing, Lifestyle, Music, Blogging, Video Blogging, Social Media, Social Networking, Multimedia Journalism, Conducting Interviews, Magazines, Facebook, Fashion, Publicity, Creative Writing, WordPress, Styling, Marketing, Social Media Marketing
Education
California State University-East Bay 2014 — 2016
Bachelor's Degree, Business Administration and Management, General
Solano Community College 2012 — 2014
Associate of Arts and Sciences (AAS), Business
Laguna Creek High School 2004 — 2007
H.S. Diploma
Citywide Home Loans 2015 - 2015
Navy Federal Credit Union November 2013 - November 2014
Girls Incorporated 2008 - November 2014
Comerica Bank January 2012 - November 2013
U.S. Bank 2011 - 2012
JP Morgan Chase 2005 - 2009
Paychex 2003 - 2004
ClearLight Partners 2001 - 2003
Skills
Customer Relations, Sales Management, Event Management, Banking, Mortgage Banking, Commercial Banking, Insurance, Sales Presentations, Marketing Communications, Event Planning, Fundraising, Project Accounting, New Business Development, Non-profits, Marketing, CRM, Time Management, Market Research, Human Resources, Strategic Planning, Coaching, Customer Service, Strategy, Training, Leadership, Team Building, Analysis, Sales, Loans, Business Development, Email Marketing, B2B, Marketing Strategy, Finance, Advertising, Business Planning
Education
University of Redlands 2001 — 2003
MBA, Business Administration, Management and Operations
California State University-Fullerton 1991 — 1995
Bachelor of Arts (BA), Biology, General
South High 1984 — 1988
Sherwin-Williams Paints April 2015 - Present
Sherwin-Williams Paints March 2014 - March 2015
JPMorgan Chase May 2012 - March 2014
JP Morgan Chase April 2010 - June 2012
BJ's Restaurants, Inc. September 2009 - September 2010
Deloitte June 2009 - August 2009
Skills
Series 6, Series 63, Life Insurance, Microsoft Excel, Strategic Financial..., Financial Markets, Financial Advisory, PowerPoint, Public Speaking, Management, Sales, Banking, Customer Service, Financial Analysis, Investments
Education
California State University-Long Beach 2008 — 2012
Bachelor of Arts (BA), Family and Consumer Economics and Related Studies
Self Employed October 2014 - Present
Enartis Vinquiry June 2009 - June 2014
Rosa d'Oro Winery January 2009 - October 2010
JP Morgan Chase September 2004 - August 2008
New York & Company November 2003 - August 2004
Lake County Library January 1998 - January 2000
Skills
Sales, Sales Management, Management, Wine, Account Management, Customer Service, Event Planning, Training, Sales Operations, Wine Tasting, Marketing Strategy, Blogging, Social Networking, Social Media, Sales Process, Facebook, Project Planning, Social Media Marketing, Budgets, Microsoft Word, Inventory Management, Retail, Public Relations, Problem Solving, Mentoring, PowerPoint, Microsoft Office, Strategic Planning, Market Research, Wine & Spirits Industry, Key Account Management, New Market Growth, Coaching, Writing, Consulting
Education
California State University-Chico 1999 — 2003
Bachelor of Arts, History
Mendocino College 1998 — 2000
Associate of Arts, Liberal Arts
JP Morgan Chase November 1998 - November 2014
Apple 2011 - 2012
JP Morgan Chase (formerly Washington Mutual) November 2003 - January 2008
Skills
Requirements Gathering, SDLC, Business Requirements, Business Analysis, User Acceptance Testing, Change Management, Telephony, IVR, Dialers, Incident Management, Desktop Support, Applications Support, Project Implementation, Technical Support, Call Centers, Integration, SharePoint, Software Documentation, Risk Management, Process Improvement, ITIL, Management, Vendor Management, Banking, Customer Service
Education
California State University-Northridge
JP Morgan Chase November 2010 - Present
JP Morgan Chase November 2010 - Present
Fidelity Information Services February 2009 - July 2010
AMERICAN COMMUNICATION NETWORK, Inc January 2008 - December 2008
Echostar Satellite Services L.L.C. July 2002 - December 2007
FABRICA INTERNATIONAL July 1999 - June 2002
ERNST & YOUNG, LLP March 1999 - June 1999
DELMAPACIFICA CORPORATION February 1998 - March 1999
Alcon Laboratories, Inc. 1979 - 1995
Skills
General Ledger, Variance Analysis, Account Reconciliation, Accounts Payable, Auditing, Financial Analysis, Team Building, Cash Flow, Accounts Receivable, Forecasting, Internal Controls, Oracle, Sarbanes-Oxley Act
Education
California State University-Fullerton 1994 — 1997
BA
California State University-Fullerton
BA
Irvine Valley College
AA
JP Morgan Chase March 2007 - Present
Bank of America April 2006 - March 2007
The Sports Club/LA June 1997 - September 2005
Skills
Sales Management, Management, Training, Customer Service, Team Building, Team Leadership, Customer Retention, Employee Relations, P&L Responsibility, Management Training, Coaching, Operations Management, Budgets, Recruiting, Payroll, Public Speaking, Consumer Lending, Mortgage Banking, Small Business Lending, Credit, Mortgage Lending, Commercial Lending, P&L Management, Banking, Employee Training, Leadership, Sales, Financial Analysis, Loans, Lines Of Credit, Loan Origination, Management Development, Risk Management, Leadership Development, Hiring, Cash Management, Commercial Mortgages, Credit Analysis, Cross Selling, Commercial Banking, FHA, FHA financing, Finance, Residential Mortgages, Retail Banking, Mortgage Servicing, VA loans, Loss Mitigation
Education
California State University-Northridge 1990 — 1995
Bachelor of Science (BS), Kinesiology and Exercise Science
UCLA 1989 — 1990
Chaminade College Prep 1985 — 1989
High School
BNY Mellon Wealth Management February 2014 - Present
Capstone Affluent Strategies October 2012 - January 2014
The Prudential Insurance Company of America February 2012 - October 2012
Colonial Life October 2010 - February 2012
JP Morgan Chase January 2010 - October 2010
Banc of America Investments/ J.P. Morgan Chase October 2007 - January 2010
Bank of America December 2004 - October 2007
Skills
Series 7, Insurance, Securities, Annuities, Retirement Planning, Series 66, Series 24, series 51, management, Management, Senior Executive..., Fixed Annuities, Uniform Combined State..., Series 63, Finance, Financial Planners, Long-term Care, Retirement, Wealth, Employee Benefits, Strategic Financial..., Term Life Insurance, Mutual Funds, Financial Services, Life Insurance, Financial Advisory, Health Insurance, FINRA, Disability Insurance, Asset Allocation, Investment Advisory, Portfolio Management, 401k, Alternative Investments, Asset Management, Investment Strategies, Estate Planning, Series 6, IRAs, Investments, Certified Financial..., Variable Annuities, Wealth Management..., Equities, Series 65, Financial Planning
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Executive Education, Finance and Wealth Management
Drexel University 2012 — 2014
Master of Business Administration (M.B.A.), Innovation and Entrepreneurship
College of Financial Planning 2008 — 2009
CFP and Masters in Finance, Finance
California State University-Chico 2001 — 2006
Business, Marketing
Exit Planning Institute
Certified Exit Planning Advisor (CEPA), Mergers and Acquisitions, Valuation, Exit Options, Post Sale Cash Flow Lifestyle Modeling
Pacific Gas & Electric Company July 2010 - Present
Pacific Gas & Electric Company April 2009 - August 2010
PG & E July 2008 - April 2009
PG & E August 2007 - July 2008
Cisco 2007 - 2007
JP Morgan Chase 2000 - 2006
JPMorgan 2000 - 2006
Pepsi Bottling Group November 1994 - February 2000
Skills
Management, Vendor Management, SharePoint, Natural Gas, Project Management, Business Analysis, Business Development, Process Improvement, Software Documentation, Program Management, Access
Education
Holy Names University 1994 — 1999
MBA, Management
California State University-Hayward - School of Business and Economics 1986 — 1989
B.S., Business Administration w/Marketing Emphasis
Wintrust Mortgage May 2015 - Present
JP Morgan Chase 2013 - 2014
City National Bank 2010 - 2013
City National Bank 2007 - 2010
ING 2005 - 2006
New Century Mortgage 2001 - 2005
Option One Mortgage 1990 - 2001
Skills
Loans, Mortgage Lending, Customer Service, Loan Origination, Banking, Accounting, Mortgage Banking, Refinance, Microsoft Word, Microsoft Office, Outlook, Research, English, Residential Mortgages, Teaching, Public Speaking, Windows, Portfolio Management
Education
California State University-Northridge
Bachelor of Arts (B.A.) Child Development
JP Morgan Chase November 2010 - Present
Wells Fargo April 2010 - December 2010
Wachovia, A Wells Fargo Company October 2007 - April 2010
World Savings 2000 - 2007
Skills
Banking, Mortgage Lending, Retail Banking, Credit, Loans, Consumer Lending, Small Business Lending, Cross Selling, Mortgage Banking, Loan Origination, Wealth Management, Relationship Management, Financial Services, Lines Of Credit
Education
University of Phoenix 2008 — 2010
MBA, Business Administration
California State University-Fullerton 1998 — 2006
BS, Child and Adolescent Development
J.D. Power and Associates June 2010 - Present
JP Morgan Chase January 2006 - January 2009
Washington Mutual Bank May 2004 - January 2006
Skills
Data Analysis, Marketing Research, Quantitative Research, Survey Design, SPSS, Analytics, Market Research, Qualitative Research, Questionnaire Design, PowerPoint, Customer Insight, Management, Project Management, Primary Research, Research Design, Focus Groups, Advertising Research, Consumer Behaviour, Data Collection, Survey Research, Business Analysis, Market Analysis, Competitive Analysis, Data Mining, Online Research, Competitive Intelligence, Questionnaires, Quantitative Analytics, Market Intelligence, Brand Equity, mTAB, Social Media, Text Analytics, Analysis, Segmentation, CRM, Customer Experience, Marketing
Education
California State University-Northridge
Bachelor of Science (BS), Consumer Affairs
Los Angeles Pierce College
Associate of Arts (AA)
Univesity of San Francisco August 2012 - Present
JP Morgan Chase October 2011 - August 2012
CSU Channel Islands August 2007 - June 2011
California State University March 2008 - May 2011
Aerotek June 2005 - August 2006
Skills
Microsoft Office, Customer Service, PowerPoint, Outlook, Recruiting, Leadership, Event Planning, Higher Education, Public Speaking, Social Media, Spanish, Staff Development, Management, Interviews, Time Management, Community Outreach, Leadership Development, Nonprofits, Fundraising
Education
University of San Francisco 2013 — 2015
Master of Science (MS), Organizational Development
California State University-Chico 2002 — 2007
Bachelos of Science, Business Administration: Marketing
Instituto Tecnológico y de Estudios Superiores de Monterrey 2007 — 2007
Business Capstone Course, Business
Universidad del País Vasco/Euskal Herriko Unibertsitatea 2006 — 2006
Bachelor's degree, Minor in Spanish
Mercury Insurance June 2014 - Present
Sybron Dental Specialties November 2010 - June 2014
JP Morgan Chase February 2009 - November 2010
Savnah Marketing Systems June 2008 - January 2009
Skills
Oracle, HFM, SuccessFactors, Crystal Reports, Microsoft Excel, Sales, Project Management, Cross-functional Team..., Human Resources, Data Analysis, Employee Benefits, CRM, Market Research, Deferred Compensation, Management, Training, Performance Management, Process Improvement, Analysis
Education
California State University-Long Beach 2009 — 2011
MBA, Finance
California State University-Long Beach 2005 — 2009
Bachelors of Science, Finance
world at work
New Relic, Inc. April 2014 - Present
Gigya May 2013 - March 2014
Gigya June 2012 - May 2013
Facta Research October 2011 - June 2012
JP Morgan Chase November 2010 - October 2011
Apple Retail October 2008 - October 2010
Skills
Customer Service, Customer Retention, Salesforce.com, SaaS, Project Management, Lead Generation, Microsoft Office, Market Research, Retail, Microsoft Excel, OS X, Teamwork, Online Marketing, Customer Experience, Customer Acquisition, Strategic Partnerships, Mentoring, Customer Satisfaction, Strategy, Customer Relations, Microsoft Word, Competitive Analysis, Finance, Mobile Technology, Start-ups, Software Sales, Cloud Marketing, Start-up Environment, Bilingual, Excel, Word, Windows, Retail Banking, Panels, Project Planning, Project Implementation, Project Coordination, Project Execution, Project Delivery, Report Generation, PowerPoint, Customer Focus, Internet Banking, Banking, Apple Software, Computer Hardware, Software Training, Software Installation, Software Implementation, CRM
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2006 — 2008
BA, Finance
Urban Science March 2012 - Present
Disney Consumer Products August 2011 - February 2012
Permaswage June 2011 - August 2011
JP Morgan Chase October 2004 - May 2010
Skills
Customer Service, Excel, Microsoft Office, Teamwork, Banking, Problem Solving, Spanish, Outlook, Organizational..., Microsoft Excel, PowerPoint, Access, Time Management, Data Analysis, Forecasting, Team Leadership, Management, Microsoft Word, Public Speaking, Project Management, Business Analysis, Leadership, Strategic Planning, Team Building, Marketing
Education
California State University-Long Beach 2006 — 2011
B.S. Business Administration, Information Systems and International Business
Pepperdine University, The George L. Graziadio School of Business and Management
Pepperdine University, The George L. Graziadio School of Business and Management
Pepperdine University, The George L. Graziadio School of Business and Management
Pepperdine University, The George L. Graziadio School of Business and Management
EastWest Healing Arts & Acupuncture, LLC October 2004 - Present
Sound Shore Chorale of New Rochelle, Inc. March 2012 - Present
JPMorgan Chase 1991 - 2004
JP Morgan Chase 1991 - 2004
JPMorganChase 1991 - 2004
Skills
Wellness, Team Building, Healthcare, Strategic Planning, Public Speaking, Project Management, Coaching, Editing, Microsoft Office, Software Documentation, Project Planning, Non-profits, Analysis, Management, Pain Management, Risk Management, Integration, Customer Service, Business Strategy, Acupuncture, Business Analysis, Nonprofits, Management Consulting, Herbal, Program Management, Alternative Medicine, Leadership, Training, Change Management, Strategy, Chronic Pain, Meditation, Entrepreneurship, Holistic Health, Treatment, Energy Healing, Nutrition, Stress, Lifestyle, Chronic Illness, Myofascial Release, Wellbeing, Headaches, Stress Management, Relaxation, Wellness Coaching, Neck Pain
Education
Tri-State College of Acupuncture 1997 — 2000
Master of Science (MS), Acupuncture
Columbia University Graduate School of Arts & Sciences 1978 — 1982
None, Linguistics
California State University-Fullerton 1976 — 1978
BA, Linguistics
Santa Ana College 1973 — 1975
Associate's Degree, Music Performance, General
Liberty Title and Escrow July 2009 - Present
Atlantic Home Loans May 2008 - June 2009
Chase Home Finance October 2002 - May 2008
JP Morgan Chase October 2002 - May 2008
countywide home loans June 2000 - July 2002
Education
California State University-Northridge 1981 — 1984
bachelor of science, business finance
p.s. 169 1967 — 1975
JP Morgan Chase March 2006 - Present
WaMu March 2006 - March 2008
Providian Financial September 2001 - March 2008
Providian Financial February 2001 - September 2001
Providian Financial March 2000 - February 2001
Providian Financial May 1999 - March 2000
Providian Financial April 1998 - May 1999
Education
Gurnick Academy of Medical Arts 2010 — 2010
Phlebotomy Technician I (CPT-1), Phlebotomy
California State University-East Bay 1986 — 1987
General Education courses
Chabot College
Computer Software Application courses
YDesign Group February 2015 - Present
YDesign Group August 2013 - February 2015
Levi Strauss & Co. February 2010 - August 2013
JP Morgan Chase April 2007 - March 2009
Macy's West November 2005 - April 2007
Skills
E-commerce, Retail, Trend Analysis, Competitive Analysis, Supply Chain, SAP, Cross-functional Team..., Marketing, Management, Merchandising, Process Improvement, Program Management
Education
California State University-Hayward
Bachelor's Degree, Business Administratioin
JR Advanced Engineering February 2013 - March 2015
Advantage Technical Consulting - Wells Fargo February 2012 - January 2013
Populus Group - Visa Inc. September 2011 - February 2012
Advantage Technical Consulting - Wells Fargo February 2010 - August 2011
JPMorgan Chase December 2007 - February 2009
JPMorgan Chase January 2007 - December 2007
JP Morgan Chase January 2006 - December 2006
JP Morgan Chase January 2003 - December 2005
Charles Schwab October 2000 - December 2002
Charles Schwab October 1995 - October 2000
Skills
Vendor Management, Project Management, SDLC, Program Management, Process Improvement, CRM, Business Analysis, Management, Requirements Analysis, Risk Management, Visio, Software Documentation, Data Center, Access, Training
Education
California State University-East Bay 1992 — 1995
BS, Business Administration, Emphasis in Accounting
Centers Business Management (CBM) October 2013 - Present
Centers Business Management (CBM) December 2011 - July 2014
Burns Accounting & Consulting PC June 2011 - December 2011
JP Morgan Chase October 2008 - March 2011
First Investors Corporation January 2008 - May 2008
Skills
Real Estate, Leases, Customer Service, Property Management, Microsoft Office, Real Estate Transactions, Investment Properties, Negotiation, Market Research, Real Estate Development, Accounts Payable, Spreadsheets, Valuation, Social Media, Accounts Receivable, PowerPoint, Budgets, QuickBooks, Microsoft Word, Commercial Lending, Brokerage
Education
California State University-Long Beach 2005 — 2007
Bachelors, Business Finance
Bank of America February 2015 - Present
Bank of America September 2009 - February 2015
American Express December 2007 - September 2009
JP Morgan Chase June 2006 - December 2007
Citigroup March 2004 - February 2006
California Bank & Trust February 2000 - March 2004
Bank of America July 1998 - August 2000
Skills
Credit, Loans, Credit Analysis, Banking, Commercial Lending, Commercial Banking, Credit Risk, Portfolio Management, Risk Management, Loan Origination, Financial Analysis, Credit Cards, Vendor Management, Finance, Financial Modeling, Mortgage Lending, Corporate Finance
Education
California State University-Fullerton 1991 — 1996
BA, Business Adminstration - concentration in Finance
DAP February 2013 - Present
Wurth Louis and Company May 2011 - November 2012
JP Morgan Chase November 2009 - July 2010
WFP Securities March 2007 - October 2009
Western Financial Planning Corporation January 2005 - October 2009
Optec Displays Inc. January 2003 - December 2004
Simpson Strong-Tie January 1996 - December 2002
Skills
Sales, Sales Management, New Business Development, Leadership, Team Building, Training, Insurance, Employee Benefits, Human Resources, Management, Marketing Strategy, Marketing, Sales Operations, Cold Calling, Small Business, Investments, Customer Service, Retail, Finance, Financial Analysis, Product Development
Education
California State University-Long Beach 1998 — 2000
Bachelors of Science, Business Marketing
Santa Ana College 1993 — 1997
Liberal Arts, General
City National Bank June 2011 - Present
JP Morgan Chase June 2007 - May 2011
Washington Mutal, Inc March 2005 - June 2007
Washington Mutual, Inc. December 2002 - March 2005
Skills
SDLC, User Acceptance Testing, Testing, Oracle, Crystal Reports, Access, Business Requirements, XML, Troubleshooting, Visio, Quality Center
Education
California State University-Long Beach - College of Business Administration 1997 — 2001
BS, Management Information Systems
LERETA, LLC June 2015 - Present
BBCN Bank May 2014 - January 2015
JP Morgan Chase April 2010 - May 2014
Washington Mutual Bank March 2008 - January 2009
First California Mortgage Company 2007 - 2008
Agire Mortgage Corporation 2007 - 2007
Aames Home Loan 2004 - 2007
Washington Mutual Bank 2002 - 2004
Loan Funding Corporation of America 2001 - 2002
RCC 1999 - 2001
Skills
Mortgage Lending, Loans, Leadership, Mortgage Banking, Sales, Banking, Credit, Loan Origination, Management, Underwriting, Credit Analysis, Training and Development, Instructional Design, Project Management, Finance, Risk Management, Residential Mortgages, Portfolio Management, Relationship Management, Consumer Lending, FHA, Direct Sales, Executive Management, Refinance, Commercial Lending, Customer Retention, Retail Banking, Strategic Planning, Cross Selling, Financial Services, Sales Management, Loan Servicing, Call Centers, Credit Risk, Financial Analysis, Analytics, Mortgage Underwriting, Loss Mitigation, Asset Management, Commercial Banking, Insurance, Competitive Analysis, Account Management, Financial Risk, Training
Education
California State Polytechnic University-Pomona 1990 — 1995
Mark Keppel High School 1986 — 1990
EPX March 2005 - Present
Global Fulfillment Services October 2003 - March 2005
JP Morgan Chase July 1995 - April 2003
First Interstate Bank April 1978 - June 1995
Skills
ACH, Payment Card Processing, Merchant Services, Chargebacks, Credit Cards, Credit, Electronic Payments, Payments, E-payments, Financial Services, Payment Industry, Debit Cards, Payment Services
Education
California State University-Northridge 1977 — 1980
First Republic Bank November 2010 - Present
JP Morgan Chase March 2007 - July 2010
Pacific National Bank (formerly California Savings Bank) February 2005 - March 2007
AMP Printing May 2004 - February 2005
Washington Mutual / Deposit Losses January 2003 - May 2004
Bank of America / National Account March 1994 - March 2002
Bank of America March 1987 - January 1994
the Retail Bank April 1975 - March 1987
Skills
Risk Management, Banking, Loans, Financial Risk, Credit, Vendor Management, Process Improvement, Retail Banking, Business Process..., Management, Strategy, Team Leadership, Operational Risk, Operations Management, Team Building, Leadership, Payments, Operational Risk..., Branch Banking, Enterprise Risk..., Financial Services, Portfolio Management, Change Management, Integration, Analysis, Finance
Education
California Polytechnic State University-San Luis Obispo
BS Degree, Business Management & Industrial Relations
Bank of America September 2013 - Present
JP Morgan Chase October 2008 - August 2013
WaMu September 2002 - October 2008
theSupplyChain.com January 1999 - September 2002
Wellspring Solutions (formally ObjectAutomation) January 1997 - January 2000
Skills
User Experience, User Interface Design, User-centered Design, Information Architecture, Interaction Design, User Interface, Usability, Human Computer..., Usability Engineering, Mobile Devices, Mobile Applications, Internet Banking, JavaScript, Usability Testing, Customer Experience, User Experience Design, Requirements Gathering, User Research, Wireframes, Information Design, E-commerce, User Scenarios
Education
California State University-Fullerton 1991 — 1994
Bachelor of Arts, Computer Science and Graphic Design
JPMorgan Chase October 2008 - Present
JP Morgan Chase 2008 - Present
WAMU January 2006 - September 2008
Washington Mutual Commercial July 2004 - September 2008
Washington Mutual 1998 - 2008
Skills
Loans, Commercial Real Estate, Underwriting, Commercial Lending, Management Consulting, Banking, Mortgage Lending, Asset Management, Commercial Mortgages, Capital Markets, Team Building, Process Improvement, Commercial Banking, Credit Analysis, Credit Risk, Strategic Planning, Cash Management, Analysis, Retail Banking, Risk Management, Financial Analysis, Valuation, Small Business Lending, Treasury Management, Business Strategy, Consumer Lending, Mergers & Acquisitions, Leadership, Credit, Refinance, Loan Origination, Management, Change Management, Portfolio Management, Investments, Finance, Customer Service, Financial Services, Business Development, Financial Modeling, Equities, Due Diligence, Real Estate Economics, Financial Structuring, Residential Mortgages, New Business Development, Business Planning, Financial Risk, Mortgage Banking, Relationship Management
Education
California State University-Long Beach - College of Business Administration 1975 — 1979
Accounting and Finance
California State University-Long Beach - College of Business Administration 1975 — 1979
B/S, Accounting
JP MORGAN CHASE 1999 - Present
WAMU 2001 - 2011
JP Morgan Chase 1999 - 2007
Skills
Banking, Loans, Mortgage Lending
Education
California State University-Northridge 1991 — 1996
Accounting, Business
JP Morgan Chase July 2012 - Present
Check Point Software Technologies October 2007 - June 2012
Consilient September 2006 - September 2007
Skills
Java, Object Oriented Design, JSP, XML, Agile Methodologies, JUnit, REST, Java Enterprise Edition, Tomcat, Web Services, Linux, SQL, Unix, Design Patterns, JavaScript, Servlets, Ant, Spring, Multithreading, Software Design, Software Development, Perl, C++, Eclipse, Android, C#, AJAX, Struts, SDLC, Oracle, Requirements Analysis, Web Applications
Education
California State University-East Bay 2005 — 2007
Masters, Computer Science
California State University-Hayward 2004 — 2006
Master of Science (MS), Computer
Jawaharlal Nehru Technological University 1999 — 2003
B.Tech, Computer Science and Information Technology
Harbor Distributing September 2014 - Present
LBS Financial Credit Union February 2014 - June 2014
Corinthian Colleges April 2012 - May 2013
Corinthian Colleges June 2010 - April 2011
Washington Mutual April 2007 - April 2009
JP Morgan Chase May 2003 - March 2005
Skills
Banking, Credit, Accounting, Auditing, Outlook, Financial Planning, Financial Reporting, Financial Analysis, Strategic Financial..., Finance, Accounts Receivable, Management, Budgets, Analysis, Portfolio Management, Accounts Payable, Investments, Loans, Training, Financial Services, Risk Management, Customer Service
Education
California State University-Long Beach 2000 — 2002
Bachelor of Science (BS), Finance and Capital Markets
El Camino College
Associate of Arts (A.A.), Business Administration and Management, General
The Caldwell Partners April 2010 - Present
Heidrick & Struggles September 2008 - April 2010
Broadpoint Gleacher February 2001 - September 2008
JP Morgan Chase 2000 - 2001
Softway International, Inc. (acq. by ITway) 1998 - 2000
Bank of America 1995 - 1998
Skills
Equities, Banking, Venture Capital, Investments, Capital Markets
Education
University of Phoenix 1999 — 2002
MBA, Business Administration/Finance
California State University-East Bay 1997 — 1998
n/a -1 yr studies, MPA, Public Administration
California State University-East Bay 1993 — 1997
BS, Health Sciences, Minor in Marketing
Farmers Insurance November 2007 - Present
Jp Morgan Chase 2005 - 2007
Acoustic Home Loans 2003 - 2006
Education
California State University-Fullerton 1997 — 2002
Luminara Worldwide LLC September 2010 - Present
JP Morgan Chase March 2007 - November 2009
Washington Mutual Bank April 2001 - April 2007
ebuilt.com January 2000 - February 2001
20th Century Fox February 1997 - February 2000
Southern California Gas Company March 1992 - June 1997
Skills
Agile Methodologies, UML, Spring
Education
California State University-Fullerton 1989 — 1991
MS, Computer science
Jilin University 1984 — 1986
MS, Information Science
JP Morgan Chase May 2001 - Present
J. P. Morgan Chase Bank May 2001 - Present
Education
California State University-Fullerton
Kaiser Permanente May 2015 - Present
Kaiser Permanente November 2012 - April 2015
JPMorgan Chase July 2011 - October 2012
JP Morgan Chase June 2009 - July 2011
WaMu July 1999 - May 2009
Skills
SDLC, Business Analysis, Business Process, Management, Leadership, Project Management, Strategy, Analysis, Team Building, Service Delivery, Operations Management, Vendor Management, Process Improvement
Education
California State University-Fullerton 1994 — 1997
MBA, with emphasis on Management Information Systems
OPEX Now 2011 - Present
OpExNow 2011 - 2013
Financial Freedom Acquisition LLC June 2010 - April 2011
Washington Mutual/Long Beach Mortgage November 2001 - June 2009
JP Morgan Chase 2008 - 2009
Education
California State University-Long Beach 1965 — 1969
Bachelor of Arts, English
JP Morgan Chase November 2009 - Present
Education
National Notary Association 2003 — 2003
Certificate, Notary Signing Agent
California State University San Marcos 1995 — 2001
21st Century Financial February 2015 - Present
Wells Fargo Private Mortgage Banking March 2013 - September 2014
Wells Fargo Private Mortgage Banking May 2008 - March 2013
JP Morgan Chase March 2007 - March 2008
Argent Mortgage January 2004 - March 2007
Skills
Loans, Sales Management, Customer Service, Mortgage Lending, Account Management, Mortgage Banking, Credit, Marketing, Loan Origination, Leadership, Management, Refinance
Education
Orange Coast College 2008 — 2012
BA, Culinary Arts
Chapman University 2000 — 2004
California State University-Fullerton 1996 — 1998
Villa Park 1992 — 1996
JPMorgan Chase July 2014 - Present
New York Life Insurance Company / NYLIFE Securities LLC August 2011 - July 2014
JP Morgan Chase March 2001 - June 2011
Education
California State University-Northridge 2001 — 2006
Computer Science
Rose & Alex Pilibos 1986 — 1998
knitcole January 2011 - Present
JP Morgan Chase November 2006 - June 2009
Washington Mutual May 2008 - October 2008
Washington Mutual January 2005 - November 2006
Washington Mutual January 2001 - January 2005
Education
California State University-Fullerton 1998 — 2003
Bachelor of Arts (B.A.), American Studies
New Resource Bank 2010 - Present
JP Morgan Chase 2007 - 2009
The Neil Jones Food Co. 2006 - 2007
Pelco 2005 - 2006
Skills
Financial Analysis, Strategic Financial..., Analysis, Financial Modeling, Forecasting, Finance, Budgets, Management, Process Improvement, Accounting, Variance Analysis, Portfolio Management, Strategic Planning, Credit, Auditing, Accounts Receivable, Pricing, Microsoft Excel, Financial Planning
Education
California State University-Fresno 2000 — 2004
M.S., Computer Science
JPMorgan Chase December 1999 - Present
HSBC Mortgage Corp. USA April 2006 - December 2008
JP Morgan Chase December 1999 - April 2006
Washington Mutual Bank September 1991 - December 1999
Washington Mutual Bank August 1987 - October 1991
Skills
Federal Law, Mortgage Lending, Loans
Education
California State University, Fresno 1970 — 1974
BA, History
The Prudent Group Inc. November 2007 - Present
JP Morgan Chase January 2008 - July 2009
RathGibson December 2006 - December 2007
IDEX Corporation July 2004 - June 2005
The Walt Disney Company January 2000 - December 2000
Parmalat Italia S.p.A. September 1996 - December 1997
Skills
Strategy, Business Development, Management, Consulting, Business Strategy, New Business Development, Strategic Planning, International Business, Business Planning, International Sales, Forecasting, Marketing Strategy, Sales Management, Negotiation, Leadership
Education
California State University-Northridge
Business Administration, Finance
The American College
Master of Science in Management, Business Administration, Management and Operations
US Bank September 2008 - Present
JP Morgan Chase August 2006 - September 2008
USBank July 2000 - August 2006
Skills
Loans, Consumer Lending, Small Business Lending, Branch Management, Retail Banking, Commercial Lending, Lines Of Credit, Branch Banking, Deposits, Commercial Banking, Loan Origination, Cross Selling, Portfolio Management, Credit Analysis
Education
California State University-East Bay 1994 — 1996
Bachelor of Science, Biology
California State University-East Bay
Connexin Software Inc December 2012 - March 2014
QVC 2012 - 2012
Access Group January 2010 - October 2011
Coventry Health Care January 2009 - December 2009
American Express July 2006 - January 2009
Rowan University November 2004 - April 2006
JP Morgan Chase February 2000 - July 2003
Fair Isaac & Company July 1995 - February 2000
Fair Isaac & Company July 1995 - February 2000
Skills
Unix, T-SQL, Crystal Reports, Oracle, Databases, Access, ETL, Visio, SQL, Microsoft SQL Server, Microsoft Excel, SAS, Customer Service, Visual Basic, Business Analysis, Quality Assurance, Software Documentation
Education
California State University-Fullerton 1994 — 1998
North High
North High
North High
Saint Joseph's University
Saint Joseph's University
JP Morgan Chase October 2010 - Present
Integrity Capital Group March 2010 - January 2011
Wells Fargo September 2007 - March 2010
Integrity Real Estate Group September 2003 - September 2007
Skills
Credit, Loans, Commercial Lending, Cash Management, Small Business Lending, Finance, Mortgage Lending, Treasury Management, Loan Origination, New Business Development, Portfolio Management, Cross Selling, Relationship Management, Asset Based Lending, Sales, Commercial Banking, Mergers & Acquisitions, Credit Analysis, Consumer Lending, Lines Of Credit, Mortgage Banking, Underwriting, Financial Services, Retail Banking, Banking, Management, Financial Analysis, Risk Management, Real Estate, Leadership
Education
National University 2008 — 2010
M.B.A., Organizational Leadership
California State University San Marcos 1998 — 2002
B.A., Social Science
State of California Department of Real Estate
Citi March 2012 - Present
JP Morgan Chase August 2008 - March 2012
countrywide financial 2003 - 2008
Skills
Credit, Loan Origination, Mortgage Banking, Banking, Mortgage Lending, Credit Analysis, Loans, Residential Mortgages, Refinance, Consumer Lending, Leadership, Branch Management, Real Estate Financing, Retail Banking, FHA, Relationship Management, Real Estate Economics, Finance, Investments, Process Improvement, Series 63, Business Strategy, Cross Selling, Sales, Real Estate, Management, Financial Analysis
Education
California State Polytechnic University-Pomona 2003 — 2005
Bachelor of Business Administration (B.B.A.)
Citrus College 2000 — 2002
business
Self Employed - Financial Consultant 2013 - Present
JP Morgan Chase 2008 - 2013
Washington Mutual 2004 - 2008
Self Employed Financial Consultant - 2003 - 2004
Harris myCFO 2000 - 2003
Universal Pictures 1991 - 2000
Skills
Analytics, Strategic Planning, Valuation, Financial Risk, Key Performance..., Project Management, User Interface Design, Bookkeeping, Account Reconciliation, Invoicing, QuickBooks, General Ledger, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Windows, 10 Key, XSL, Risk Management, Banking, Credit, Business Planning, Mortgage Lending, Loans, Executive Management, Financial Reporting, Strategy
Education
California State University-Northridge
BS, Finance, cum laude
JP Morgan Chase December 2008 - Present
Washington Mutual October 2005 - December 2008
Education
California State University-Fullerton, Mihaylo College of Business and Economics
B.A., Real Estate Finance
State of California, Notary Public
Notary Public
State of California, Real Estate Lic
Real Estate
University of California, Irvine
Cert. of Light Construction
Bank of the West June 2012 - Present
Fremont Bank March 2009 - June 2012
JP Morgan Chase August 2008 - January 2009
Washington Mutual Card Services December 2005 - July 2008
SBC January 2004 - December 2005
John Deere October 2001 - February 2004
First American Title September 2001 - March 2003
Avaya July 2000 - August 2001
Quintus January 1997 - June 2000
Computer Sciences Corporation November 1995 - December 1996
Education
California State University-East Bay 2005 — 2007
MS, Theoretical and Applied Statistics
California State University-East Bay 2003 — 2004
MBA, Operations and Materials Management; Computer Information Systems
University of the Philippines 1971 — 1976
BS, Electrical Engineering
Philippine Science High School 1967 — 1971
High School
St. Theresa's College, Baguio
JP Morgan Chase April 1993 - Present
Washington Mutual April 1993 - Present
Skills
Banking, Credit, Small Business Lending, Strategy, Retail Banking, Business Development, Mortgage Banking, Consumer Lending, Loans, Relationship Management, Sales, New Business Development, Cross Selling, Commercial Banking, Mortgage Lending, Credit Analysis, Loan Origination, Commercial Lending, Regional Development, Financial Services, Management, Branch Management, Portfolio Management, Finance, Refinance, Series 63
Education
University of Virginia 2006 — 2008
Graduate School Of Retail Bank Management
CSU, Long Beach 1987 — 1991
BA, Public Relations
Wells Fargo March 2013 - Present
JP Morgan Chase June 2008 - February 2013
HSBC January 2006 - December 2007
HSBC November 2004 - December 2005
HSBC June 2001 - September 2004
HSBC August 1999 - May 2001
Skills
Financial Markets, Treasury Management, Cash Management, Treasury Services, Banking, Loans, Credit, Commercial Lending, Credit Analysis, Risk Management, Financial Analysis, Succession Planning, Commercial Banking, Finance, Financial Services, Portfolio Management
Education
California Polytechnic State University-San Luis Obispo 1994 — 1999
Bachelor of Science (B.S.), Finance
University of Phoenix 2015 — 2016
Master of Science (M.S.), Accountancy
Santander Bank, N.A. April 2011 - Present
HSBC February 2008 - April 2011
Bank of America 2005 - 2008
JP Morgan Chase 2002 - 2005
New York Life Insurance Company October 2001 - June 2003
Self Employed 1999 - 2001
Skills
Credit, Banking
Education
Montclair State University 1998 — 2000
B.A., Business Administration, Finance
California State University-Northridge 1997 — 1998
JPMorganChase February 2011 - Present
JP Morgan Chase 2008 - February 2011
WaMu 2002 - 2008
Gamemasters June 1996 - October 2002
Skills
SDLC, Program Management, Vendor Management, Project Management, Business Analysis, Agile Methodologies, Requirements Analysis, Requirements Gathering
Education
California State University-East Bay 1994 — 1997
B.A., Psychology
Merced College 1992 — 1994
A.A., Liberal Studies
Aon Hewitt December 2012 - Present
JP Morgan Chase 2005 - 2009
Education
California State University-Fullerton 2010 — 2012
Master's degree, Public Health
California State University-Fullerton
BS, Kinesiology
JP Morgan Chase October 2009 - Present
Century 21 M&M, Exit Realty Consultants, Prudential December 2003 - October 2009
Education
California State University Stanislaus 2002 — 2008
Bachelor of Science, Business Administration
SquareTrade September 2012 - March 2014
SquareTrade 2012 - 2013
CCITE (Computer Cite) November 2011 - August 2012
JPMorgan Chase 2004 - April 2009
JP Morgan Chase 2004 - 2009
Washington Mutual 2004 - 2009
Providian Financial 2005 - 2008
WaMu Card Services 2004 - 2008
Washington Mutual Card Services 1993 - 2008
Skills
Vendor Management, Credit Cards, Business Analysis, Customer Service, Project Management, Software Documentation, Process Improvement, Call Centers, Management, Program Management, Financial Services, Banking, Business Process..., SDLC, Analytics, Risk Management
Education
California State University-East Bay 1997 — 2000
BS, Health Science
Summit Homes February 2014 - Present
JayMarc Homes March 2011 - August 2013
Unemployed July 2009 - March 2011
JP Morgan Chase September 2008 - July 2009
Washington Mutual (WaMu) April 1987 - July 2009
Home Savings 1987 - 1998
Skills
Sarbanes-Oxley Act, Business Analysis, Financial Analysis, Variance Analysis, GAAP, Account Reconciliation, Bookkeeping, Accounting, General Ledger, Access, Financial Reporting, Internal Controls, Vendor Management, Accounts Payable, Accounts Receivable, Auditing, Banking, Cash Management, Consolidation, Finance, Financial Accounting, Financial Statements, Fixed Assets, Forecasting, Hyperion Enterprise, Internal Audit, QuickBooks, SEC filings, Sarbanes-Oxley, US GAAP
Education
California State Polytechnic University-Pomona 1982 — 1984
Accounting
1st Security Bank April 2014 - Present
Sterling Bank (currently Umpqua Bank) November 2011 - April 2014
Golf Savings Bank May 2009 - July 2011
JP Morgan Chase August 2006 - January 2009
Sprute and Breitenbach CPAs January 2003 - August 2006
Elwood Espina Ferrell CPAs December 1997 - April 2001
Education
California State University-Bakersfield
B.S., Business Administration- Management
JP Morgan Chase December 2009 - Present
WaMu 1997 - Present
WaMu, now part of Chase October 1997 - December 2009
Homes Savings of America 1997 - 1998
Great Western Bank 1991 - 1997
Skills
Banking, Consumer Lending, Loans, Mortgage Banking, Commercial Banking, Lines Of Credit, Financial Services
Education
California State University-Fullerton 1990 — 1993
Bachelors, Business Administration, Finance
JP Morgan Chase December 2008 - Present
Washington Mutual January 2006 - December 2008
Wells Fargo January 2005 - December 2005
Hawthorne Savings Bank 1997 - 2004
Skills
Budgets, Commercial Real Estate, Credit, Loans, Management, Payments, Real Estate
Education
California State University-Northridge 1994 — 1996
N/A, Accounting
JP Morgan Chase May 2010 - Present
JPMorgan Chase (formerly WaMu, formerly Providian Financial) June 2005 - April 2009
JP Morgan Chase 2008 - 2009
Providian/Washington Mutual Card Services/JP Morgan Chase 2005 - 2009
Pacific Gas & Electric January 1990 - March 1995
Education
California State University-East Bay 1983 — 1985
BS, Computer Science, Bus. Adm.
RPM Mortgage, Inc. June 2013 - Present
GE Energy /Techworkers December 2012 - May 2013
Affiliated Resource Group May 2011 - June 2012
JP Morgan Chase January 2011 - May 2011
Mathwizard January 2010 - January 2011
GalaxyEdge 2008 - 2009
H5 2007 - 2008
Skills
Visual Studio, XML, SQL, C#, ASP.NET, IIS, Java, Eclipse, Perl, Microsoft SQL Server, Oracle, OOP, Web Applications, JUnit, HTML, Software Development
Education
California State University-Hayward 2005 — 2007
MS, Computer Science
Mahatma Gandhi University
B.S, ComputerScience
JP Morgan Chase May 2010 - Present
Pacific Union Financial 2009 - May 2010
JPMorgan Chase August 2003 - May 2008
Chadwick Mortgage 1997 - 2003
Quality Mortgage 1995 - 1996
Skills
Mortgage Lending, FHA, Marketing, Credit, First Time Home Buyers, FHA financing, Credit Analysis, Loan Origination, Mortgage Banking, Banking, Loans, Management, Refinance, Residential Mortgages, VA loans, Financial Services, Selling, Underwriting, Sales, VA Loans
Education
University of California, Irvine - The Paul Merage School of Business 1998 — 2001
MBA, Management
California State University-Northridge 1989 — 1994
B.S. Marketing, Marketing
JPMorgan Chase September 2012 - Present
JPMorgan Chase April 2009 - September 2012
JP Morgan Chase March 2009 - January 2010
Bank of America June 2008 - March 2009
EOI Service Company March 2004 - August 2006
Skills
CRM, Customer Satisfaction, Leadership, Customer Service, Process Improvement, Technical Support, Software Documentation, Management, Training
Education
University of Phoenix 2007 — 2009
MBA, Business
California State University-Fullerton 2002 — 2006
BA, Liberal Studies
Scripps Green Hospital July 2014 - Present
JP Morgan Chase July 2011 - Present
Washington Mutual Bank August 2006 - July 2010
Skills
Cash Management, Public Policy, Office Administration, Financial Services, Public Administration, Staff Supervision, Compliance, Asset Management, Financial Analysis, Leadership, Budgets, Accounting, Risk Management, Policy, Banking, Customer Service
Education
California State University-Long Beach
Master of Science (M.S.), Health/Health Care Administration/Management
San Diego State University-California State University 2008 — 2010
Bachelor of Arts (B.A.), Public Administration
Southwestern Community College District
Associate of Science (A.S.), Finance
JP Morgan Chase Wealth Management Analyst/ Financial AdvisorMorgan StanleyJuly 2005 - July 2007
Citibank May 2001 - July 2005
Education
California State University-Fullerton 1997 — 2001
BA, History/ Business Administration- Economics
Bankcard Services April 2015 - Present
VXI Global Solutions, LLC October 2013 - April 2015
BBCN Bank July 2012 - August 2013
Preferred Bank April 2011 - July 2012
JP Morgan Chase June 2009 - April 2010
Mirae Bank (now known as Wilshire Bank) December 2004 - June 2008
Skills
Financial Analysis, Loans, Credit, Microsoft Excel, PowerPoint, Mortgage Lending, Access, Microsoft Word, Commercial Banking, Underwriting, Credit Analysis, Microsoft Office, Retail Banking, Bank Secrecy Act, Cash Management, Public Speaking, Commercial Lending, Customer Service, Banking
Education
California State University-Los Angeles 2008 — 2010
Bachelor of Science (BS), Marketing
Los Angeles City College 1999 — 2001
AA, Liberal
Umpqua Bank December 2014 - Present
JP Morgan Chase October 2011 - November 2014
Tri Counties Bank June 2011 - October 2011
River City Bank June 2009 - December 2010
Skills
Banking, Credit, Loans, Mortgage Lending, Credit Analysis, Retail Banking, Consumer Lending, Mortgage Banking, Commercial Banking, Commercial Lending, Cash Management, Branch Banking, Deposits, Relationship Management, Cross Selling
Education
CSU Chico 1998 — 1999
Business
JP Morgan Securities, LLC September 2011 - Present
JP Morgan Chase April 2010 - August 2011
Wells Fargo Bank April 2008 - April 2010
Wells Fargo Financial August 2006 - April 2008
Target March 2005 - June 2006
Geoffrey Beene June 2000 - April 2003
Education
Coastline Community College 2009 — 2010
Accounting Certificate
California State University-Long Beach - College of Business Administration 2003 — 2006
Finance
Series 7, 66 and Life Insurance
JP Morgan Chase May 2006 - Present
House of Delight RCFE June 2003 - April 2006
Education
California State University-Northridge 2007 — 2009
BS in Sociology, Sociolgy
First American Data Trace May 2015 - Present
CoreLogic January 2009 - May 2015
JP Morgan Chase 2001 - 2008
Skills
Data Analysis, Databases, Business Intelligence, Analysis, Database Design, PL/SQL, T-SQL, Statistics, ASP.NET, Security, Research, Data Collection, SSIS, Microsoft SQL Server, SQL, SSRS
Education
California State Polytechnic University-Pomona
University of Washington
Computing & IT
JP Morgan Chase July 2011 - Present
ditech dba GMAC September 1998 - February 2010
Skills
Loans, Mortgage Lending, Credit, Loan Origination, Mortgage Banking, Credit Analysis, Banking, Refinance, FHA, Residential Mortgages, Commercial Lending, Portfolio Management, Financial Analysis, Investments, Finance, VA loans, Mortgage Underwriting, Home Equity Loans, Consumer Lending, FHA financing, USDA, Underwriting, FHA Financing, VA Loans
Education
California State University-Fullerton
BA, Business, Finance
JP Morgan Chase March 2011 - Present
Bed Bath & Beyond November 2008 - March 2011
Bed Bath & Beyond January 2004 - November 2008
Pier 1 June 2002 - December 2003
Skills
Leadership, Management, Time Management, Customer Service, Training, CRM, Recruiting, Merchandising, Sales, Human Resources, Interviews, Banking, Credit, Portfolio Management, Analysis, Financial Analysis, Microsoft Office, Team Building
Education
California State University-East Bay 2010 — 2011
M.B.A, Business Administration and Management, General
Saint Mary's College 1999 — 2002
B.A, History
ILOAN Company September 2014 - Present
Bank of America February 2010 - September 2014
JP Morgan Chase June 2007 - February 2010
C& C Financial June 2005 - June 2007
Education
California State University-East Bay 2002 — 2005
B.S., Kinesiology
Carington Mortgage Services Senior Loan OfficerSecurity 1 LendingOctober 2014 - June 2015
Bank of America December 2013 - May 2014
Wells Fargo Home Mortgage September 2013 - December 2013
Nationstar Mortgage July 2012 - August 2013
JP Morgan Chase September 2011 - July 2012
Perry Homes July 2006 - July 2011
Country Home Loans July 2000 - September 2006
Skills
Investment Properties, Sellers, Real Estate, Single Family Homes, First Time Home Buyers, Sales, Negotiation, Mortgage Lending, Selling, New Home Sales, Loans, Finance, FHA, Refinance, Underwriting, Investors
Education
California State University-Long Beach
B.A., General Sales, Merchandising and Related Marketing Operations
AVANA Capital March 2005 - Present
JP Morgan Chase April 2001 - March 2005
California Bank & Trust March 2000 - April 2001
Citibank 1993 - 2000
Skills
Real Estate, Loans, Loan Origination, Small Business Lending, Credit, Commercial Lending, Mortgage Lending, Credit Analysis, Commercial Mortgages, Commercial Banking, Banking, Capital Markets, Syndications, Finance, Portfolio Management, Underwriting, Structured Finance, Financial Analysis, Refinance, Valuation, Risk Management, Private Banking, Financial Structuring, Real Estate Economics, Private Equity, Real Estate Financing, Mortgage Banking, Investments, Commercial Real Estate, Financial Risk, Funding, Treasury Management
Education
Pacific Coast Banking School 2006 — 2008
Graduate - Banking School, Banking and Financial Support Services
California State University-Fullerton, Mihaylo College of Business and Economics 1987 — 1989
Bachelor of Arts, Management Science, Finance & Minor in Economics
Rugby School 1982 — 1985
"O" Levels, General
Spy Optic January 2013 - Present
JP Morgan Chase July 2010 - February 2013
Citibank September 2007 - February 2009
Skills
Mortgage Lending, Loans, Team Building, Banking, Commercial Lending, Credit Analysis, Microsoft Excel, Photoshop, Microsoft Word, Microsoft Office, Retail
Education
California State University-Fullerton 2005 — 2008
BA, Business Finance
Oceanside High School 1998 — 2002
Provident Bank Mortgage October 2013 - Present
Caliber Funding October 2012 - October 2013
Caliber Home Loans 2012 - October 2013
Santa Barbara Bank and Trust 1995 - November 2012
JP Morgan Chase 2007 - 2009
Quadran Mortgage Consulting 1990 - 1995
Skills
Luxury Financing, Jumbo Mortgage, Super Jumbo, Portfolio Lending, Internet Marketing, Purchase Financing, Purchase Money, Home Loans, Mortgage Lending, Portfolio Management, Marketing, Marketing Strategy, Digital Marketing, Digital Media, Video Marketing, Mobile Marketing, Refinance, Loans, Finance, Mortgage Banking, NMLS Licensed, Loan Origination, FHA, NMLS, First Time Home Buyers, Credit, Vacation Homes, FHA financing, Investment Properties, Certified Mortgage..., FNMA, Residential Mortgages, Mortgage Marketing, Condos, Single Family Homes, Credit Analysis, Real Estate, Non-Conforming, FHLMC, HomePath, Mortgage Underwriting
Education
California State Polytechnic University-Pomona
Live Nation 2014 - 2015
Fox Filmed Entertainment October 2013 - July 2014
Raytheon Company January 2012 - September 2013
LBS Financial Credit Union September 2010 - January 2012
Harvey & Company LLC August 2011 - November 2011
JP Morgan Chase November 2008 - June 2009
Skills
Microsoft Office, Financial Modeling, Microsoft Excel, Financial Analysis, Capital IQ, Valuation, Bloomberg Terminal, Corporate Finance, Microsoft Word, Bloomberg, PowerPoint, Investments, Portfolio Management, Investment Banking, Finance, Private Equity, Mergers, Thompson One, Due Diligence, Customer Service, Mergers & Acquisitions, Financial Reporting
Education
California State University-Long Beach - College of Business Administration 2006 — 2011
BS, Finance
Vp April 2011 - Present
JP Morgan Chase 2007 - 2011
Union Bank 1998 - 2007
Skills
Banking, Loans, Credit, Consumer Lending, Small Business Lending, Commercial Banking, Retail Banking, Commercial Lending, Mortgage Lending, Credit Analysis, Lines Of Credit, Loan Origination, Credit Risk, Bank Secrecy Act
Education
California State University-Fullerton
BA, Psychology
University of La Verne
Master of Business Administration (M.B.A.)
KBM Group April 2013 - Present
National Oilwell Varco November 2010 - February 2013
JP Morgan Chase November 2006 - June 2010
IT Cell Inc October 2004 - November 2006
Skills
Oracle
Education
California State University-East Bay
Masters, Computer Science
Sri Venkateswara University
Masters, Computer Science
JPMorgan Chase N.A. May 2014 - Present
JP Morgan Chase May 2012 - Present
JPMorgan Chase June 2007 - May 2012
Skills
Leadership, Management, Consumer Lending, Mortgage Lending, Notary Public, Loans, Loan Origination
Education
UCI
Business Analyst Certificate
California State University-Long Beach - College of Business Administration
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Coca-Cola Enterprises August 2014 - Present
First Data Merchant Services February 2010 - July 2014
JP Morgan Chase October 2008 - January 2010
Wells Fargo Bank September 2001 - October 2008
Wells Fargo Bank 2005 - 2007
Skills
Presenter, Business Development, Strategic Partnerships, Business Relationship..., Sales Management, Loans, E-commerce, Leadership, Management, Social Media, CRM, Team Building, Management Consulting, New Business Development, Strategy, Finance, Sales, Customer Retention, Banking, Portfolio Management, Marketing Strategy, Credit, Time Management, Small Business, Sales Operations, Branch Banking, Financial Services, Executive Management, Program Management, Mergers & Acquisitions, Commercial Banking
Education
California State University-Monterey Bay 1999 — 2001
College of International Business and Management, Business, Management, Technology
University of San Diego, High School
JP Morgan Chase June 2001 - Present
Bank of America 1998 - 2001
Skills
Banking, Mortgage Lending, Training, Credit
Education
California State University-Northridge 1999 — 2005
Bachelor of Science, Human Resources
James Monroe High School 1996 — 1999
Bridgestone June 2011 - Present
JP Morgan Chase February 2010 - October 2010
Citibank February 2008 - February 2010
Clearpath Federal Credit Union 2004 - 2008
Skills
Process Improvement, Strategic Planning, Microsoft Office, Team Building, Corporate Finance, Finance, Customer Service, Sales, Financial Analysis, Inventory Management, Management, Financial Reporting, Competitive Analysis, Banking, Leadership, Risk Management, Data Analysis, Credit, Budgets, Analysis, Forecasting, Team Leadership, Microsoft Excel, Accounting, Business Strategy, Strategic Financial..., Project Management, Cross-functional Team..., Strategy, Financial Modeling
Education
California State University-Northridge 2009 — 2010
MBA, Business Administration- Management
California State University-Northridge 2006 — 2008
Bachelor of Science, Finance
Citibank November 2011 - Present
JP Morgan Chase November 2006 - November 2011
Washington Mutual April 2001 - October 2006
Downey Savings and Loan July 1995 - March 2001
Education
California State University-Long Beach
Bachelor of Arts Degree, English
First Republic Bank June 2015 - Present
First Republic Bank August 2013 - Present
JP Morgan Chase July 2009 - June 2013
Skills
Banking, Credit, Loans, Retail Banking, Mortgage Lending, Small Business Lending, Loan Origination, Financial Analysis, Cash Management, Mortgage Banking, Cross Selling, Credit Cards, Deposits, Customer Service, Branch Banking
Education
California State University-Northridge 2008 — 2013
Bachelor of Business Administration (BBA), Business Law
Laurus Corporation Junior AccountantLaurus CorporationNovember 2012 - Present
JP Morgan Chase 2010 - 2011
Skills
Credit, Banking, Loans, Financial Analysis, Cash Management
Education
California State University-Northridge 2009 — 2011
BS, Finance
Los Angeles Valley College 2007 — 2009
National Academy of Sports Medicine (NASM) May 2014 - 2015
Verengo Solar July 2013 - April 2014
JP Morgan Chase June 2010 - July 2013
Ryland Mortgage Company April 2005 - June 2008
Skills
Loans, Strategic Planning, Small Business Lending, Credit, Finance, Sales Management, Customer Service, Sales, Business Development, Financial Services, Mortgage Lending, Team Building, Underwriting, Customer Retention, Generating Revenue, Value Added Analysis, Interpersonal...
Education
CSU Chico
Bachelor of Science (BS), BUSINESS
JPMorgan Chase October 2012 - Present
JP Morgan Chase June 2009 - December 2012
PPCTechs.com September 2003 - November 2008
Aim Mail Center # 23 February 1994 - February 2004
Skills
Outstanding customer..., Excellent..., Resourceful problem..., Seeking new challanges..., Strong work ethics, Motivated self-starter, Time Management, Analytical Skills, Critical Thinking, Call Centers, Telephone Skills, Analysis, Sales, Social Media, Customer Satisfaction, Strategic Planning
Education
Pasadena City College 1973 — 1976
Associate of Arts (AA), Education
California State University-Los Angeles