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
ExxonMobil September 2015 - Present
ExxonMobil September 2014 - August 2015
ExxonMobil June 2014 - August 2014
Washington University in St. Louis August 2012 - May 2014
ExxonMobil May 2013 - August 2013
Reinsurance Group of America November 2012 - April 2013
Spectrum Brands June 2012 - August 2012
Caen Drakkars May 2011 - May 2012
JP Morgan Chase June 2010 - August 2010
Galesi Group June 2008 - June 2010
Skills
Financial Modeling, Microsoft Excel, Valuation, Finance, Data Analysis, Investment Properties, Financial Analysis, Economics, Corporate Finance, Leadership, Strategy, Research, Public Speaking, PowerPoint
Education
Washington University in St. Louis - Olin Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Hamilton College 2007 — 2011
BA, Economics, Government
The Hotchkiss School 2004 — 2007
Tin Roof Bars January 2013 - Present
Bank of America April 2012 - Present
SunTrust Mortgage December 2010 - March 2011
Curtis Mortgage (BankEast) November 2009 - December 2010
JP Morgan Chase January 2008 - July 2009
Skills
Mortgage Lending, Mortgage Banking, FHA, Refinance, Mortgage
Education
University of Tennessee-Knoxville 2001 — 2005
University of Tennessee-Knoxville - College of Business Administration 2001 — 2005
Bacheors of Business Administration, Finance
US Bank May 2011 - Present
JP Morgan Chase January 2011 - May 2011
Cash Management Solutions - Image Remit December 2008 - December 2010
Fifth Third Bank September 2004 - December 2008
BMO Harris Bank March 1997 - August 2004
EDS Group August 1989 - March 1997
US Army January 1982 - September 1989
Skills
Management, Leadership, Project Management, Banking, Loans, Strategic Planning, Credit, Product Management, Process Improvement, Sales, Cash Management, Leadership Development, Customer Service, Analysis, Budgets, Mergers & Acquisitions, Finance, Risk Management, New Business Development, Human Resources, Team Management
Education
University of Illinois at Chicago 1995 — 1997
BS, Kinesiology
Hawaii Pacific University 1986 — 1989
Associates, Business Management
Bombardier Transportation April 2013 - Present
JP Morgan Chase September 2011 - April 2013
US Navy September 2005 - July 2011
US Navy June 2002 - September 2005
Skills
•Secret Security..., Navy Enlisted..., Navy Enlisted..., •Technical Experience:..., •Proven record of..., •Extensive experience..., •Versatile management..., •Respected,..., Management, Analysis, Military, Troubleshooting, Teamwork, Budgets, Project Management, Logistics, Security, Training, DoD, Customer Service, Leadership, Security Clearance, Procurement, Process Improvement, Program Management, Negotiation, Microsoft Office, Microsoft Excel
Education
Keller Graduate School of Management of DeVry University 2011 — 2014
Master of Science (M.S.), M.I.S.M./Information Systems Management/Project Management
Hawaii Pacific University 2005 — 2008
Bachelor of Arts (B.A.), Justice Administration
Enterprise Strategies June 2009 - Present
The Pivot Conference January 2015 - Present
Digital Workplace Group October 2009 - July 2012
Oracle May 2007 - June 2009
JP Morgan Chase May 2003 - May 2007
BusinessEdge Solutions 2000 - 2003
Ernst & Young 1998 - 2000
Accenture 1995 - 1998
Skills
Enterprise Collaboration, Public Speaking, Research, Social Business, Social Enterprise, Advisor, Competitive Intelligence, Messaging, Knowledge Management, Marketing, Social Media Marketing, Strategy, Internal Communications, Strategic Planning, Business Process, E-commerce, Consulting, Governance, Entrepreneurship, Thought Leadership, Management, Social Networking, IT Strategy, Social Media, Leadership, Change Management, Business Strategy, CRM, Digital Strategy, Management Consulting, Enterprise Software, Program Management, Cloud Computing, Strategic Communications, Corporate Communications, Strategic Partnerships, Product Management, Analytics, Executive Management, SaaS, Intranet, Strategic Thinking, Web Content Management, Go-to-market Strategy, Content Strategy, Professional Services, Web 2.0, Content Management, Web Analytics, Lead Generation
Education
New York University 2004 — 2006
Graduate Studies, Finance
Hanover College 1991 — 1995
Bachelor of Arts, Communications
JP Morgan Chase June 2012 - Present
Capital One Auto Finance April 2012 - June 2012
Conn's August 2003 - February 2012
Skills
Banking, Credit, Risk Management, Loans, Financial Analysis, Financial Modeling, Portfolio Management, Financial Services, Business Analysis, Corporate Communications, Employee Training, Instructor-led Training, Managerial Skills, Avaya, Predictive Dialers, Collections, Motivational Speaking, Customer Service
Education
Harvard Business School
Team Leadership - Developing Employees
OppenheimerFunds May 2014 - Present
JPMorgan Chase August 2012 - March 2014
JP Morgan Chase September 2010 - August 2012
Northwestern Mutual May 2008 - August 2010
Mark DiPaolo Painting May 2001 - December 2007
Skills
Sports, Retirement Planning, Fixed Annuities, Investments, Series 7, Financial Analysis, Strategic Financial..., Life Insurance, Retirement, Insurance, Disability Insurance, Series 63
Education
Hastings College 2005 — 2009
Bachelors, Business Administration
J.P. Morgan January 2013 - Present
JP Morgan Chase September 2010 - January 2013
Skills
REO, Portfolio Management, Mortgage Servicing, Real Estate, Foreclosures, Negotiation, Management, Default, Asset Management, Leadership, Valuation, Mortgage Lending, Disposition, Client Liason, Operations Management, Asset Managment, Loan Servicing, Loans, Loss Mitigation, Mortgage Banking
Education
Harding University
ServiceSource March 2015 - Present
Drawloop Technologies, Inc. October 2014 - March 2015
TeleTech July 2011 - October 2014
Caterpillar Financial February 2011 - July 2011
Avankia, LLC September 2010 - February 2011
PureSafety September 2007 - September 2010
JP Morgan Chase April 2007 - September 2007
Quicken Loans November 2005 - April 2007
Skills
Salesforce.com, SaaS, Business Analysis, Analysis, Documentation, System Administration, Change Management, Management, Software Documentation, Training, CRM, Project Management, Enterprise Software, Selling, Program Management, Sales Operations, Sales, Consulting, New Business Development, Cloud Computing, Forecasting, Contract Negotiation
Education
University of Phoenix 2007 — 2009
MBA, Business Administration
Harding University 2000 — 2005
BSW, Social Sciences
Whirlpool Corporation March 2014 - Present
Whirlpool Corporation February 2012 - February 2014
Whirlpool Corporation December 2010 - January 2012
Whirlpool Corporation April 2008 - December 2010
JP Morgan Chase June 2006 - April 2008
Skills
Merchandising, Strategy, Sales Management, Product Marketing, Sales Operations, Marketing Strategy, Sales, Management, Pricing, Analysis, Marketing, Competitive Analysis, Cross-functional Team..., Strategic Planning, Project Management, Forecasting
Education
Grand Valley State University 2002 — 2006
BBA, Finance
J.P. Morgan June 2014 - Present
JP Morgan Chase October 2011 - Present
New York Presbyterian Hospital September 2010 - October 2011
Prestige Capital Corporation September 2009 - January 2010
Skills
Marketing, Microsoft Office, Event Planning, Social Promotion, Leadership, Internet, Communication, Customer Service, Data Analysis, Data Entry, Fundraising, Program Management, Research, Microsoft Excel, Time Management, Access, Project Management
Education
NYU 2012 — 2013
Project Management
Hampton University 2005 — 2009
Bachelor's degree, Sport and Fitness Administration/Management
Project Management Institute
Certified Associate in Project Management
U.S. Department of the Treasury May 2014 - Present
U.S. Department of the Treasury September 2011 - May 2014
The Blackstone Group July 2010 - September 2011
Office of Management and Budget May 2010 - August 2010
JP Morgan Chase 2003 - 2007
Skills
Financial Modeling, Strategy, Valuation, Investments, Policy, Mergers, Economics, Mergers & Acquisitions, Corporate Finance, Analysis, Capital Markets, Restructuring, Equities, Financial Services
Education
Harvard Business School 2007 — 2010
MBA, Business Administratin
Harvard University Kennedy School of Government 2007 — 2010
MPA, Public Administration
University of Maryland - Robert H. Smith School of Business 1999 — 2003
BS, Finance, Economics, Information Science & Statistics, 3.98
Capital One February 2015 - Present
J.P. Morgan January 2009 - September 2014
J.P. Morgan January 2007 - December 2008
JP Morgan Chase June 2004 - December 2006
Skills
Fixed Income, Financial Modeling, Investment Banking, Corporate Finance, Portfolio Management, Financial Analysis, Investments, Asset Management, Due Diligence, Series 7, Bloomberg, Securities, Strategy, Risk Management, Capital Markets, Banking, Series 63, Financial Services, Credit Analysis, Structured Finance, Valuation, Strategic Planning, Structured Products, Mergers & Acquisitions, Business Strategy, Finance, Credit, Credit Risk, Financial Structuring, Loans, Securitization, Analysis, Financial Markets, Underwriting, ABS, Commercial Banking, Economics, Commercial Lending, Syndications, Analytics, Credit Cards, Cash Flow, Financial Institutions
Education
The University of Chicago Booth School of Business 2010 — 2013
MBA, Economics, Finance, Business Strategy
Hanken Svenska handelshögskolan 2004 — 2004
International Business
University of Wisconsin-Madison 1999 — 2003
Bachelors, Finance, Pre-medicine
American University of Rome 2001 — 2001
International Business
Miami University 1998 — 1999
Biology, Pre-medicine
Citi August 2014 - Present
Citi June 2013 - August 2014
Citigroup July 2006 - May 2013
JPMorgan Chase 2001 - 2006
JP Morgan Chase 1995 - 2001
Chemical Bank 1981 - 1995
Skills
Credit Risk, Middle Market, Corporate Credit, Risk, Portfolio Management, Credit, Leveraged Finance, Underwriting, Credit Analysis, Banking, Risk Management, Financial Risk, Corporate Finance, Investment Banking, Writing, Analysis, Loans
Education
Grinnell College
BA, English
Harvard University
Summer School Sessions
School of Irish Studies
Literature, History, Anthropology
The University of Texas at Austin
PhD, American Literature
Citadel LLC July 2008 - April 2015
JP Morgan Chase September 1996 - July 2008
Skills
Portfolio Management, Options, Trading Systems, Financial Modeling, Valuation, Alternative Investments, Structured Products, Bonds, Financial Markets, Risk Analytics, Idea Generation, Fixed Income Analysis, Strategy, Risk Management, Derivatives, Interest Rate Risk..., Relative Value Trading, Interest Rate..., Fixed Income Portfolio..., Monte Carlo Simulation, Interest Rate Swaps, Quantitative Finance
Education
Harvard University 1992 — 1996
A.B., Applied Math/Economics
New Trier High School
JP Morgan Chase September 2011 - Present
ECO RAY February 2009 - August 2011
Rex Green Trucking August 2006 - July 2008
Kay Concrete November 2005 - August 2006
CRST Logistics May 2005 - November 2005
Westgate Resorts October 2004 - April 2005
MCI WORLD COM March 1995 - October 2004
Skills
Operational Planning, Customer Service, Customer Relations, Planning, Team Leadership, Strategic Planning, Contract Negotiation, Sales Management, Problem Solving, Team Building, Supervisory Skills, Scheduling, Administration, Outlook, Microsoft Office, Excel, Word, Access, PowerPoint, Logistics, Windows, Mentoring, Microsoft Word, Process Scheduler, Project Planning, Training, Process Improvement, Analysis, Customer Satisfaction, Operations Management, Leadership, Sales, Vendor Management, Program Management, Coaching, Forecasting, Human Resources, Employee Relations, Call Monitoring for DNC..., Management, Call Centers
Education
Harvard Business School 2011 — 2013
Harvard Manage Mentor, Leading and Motivating, Strategic Thinking, Customer Focus, 90, 100, 100
Enterprise Rent-A-Car September 2014 - Present
First Bank Financial Centre October 2012 - February 2014
JP Morgan Chase April 2007 - July 2012
Skills
Auditing, Loans, Refinance, Banking, Cash Management, Credit, Credit Risk, Consumer Lending, Loan Origination, Mortgage Lending, Credit Analysis, Lines Of Credit, Customer Service, Financial Analysis, Mortgage Banking, Management, Leadership, Residential Mortgages, Retail Banking, Microsoft Excel, Microsoft Word, Finance, Microsoft Office, Sales, Sales Management, Team Building
Education
University of North Texas 2002 — 2006
Bachelor of Arts (B.A.), General Studies (interdisciplinary studies)
Grayson County College 2000 — 2002
Nationstar Mortgage January 2014 - Present
Bank of America February 2011 - December 2013
NYCB August 2010 - February 2011
JP Morgan Chase June 2009 - September 2010
Paychex October 2007 - April 2008
Americas Mortgage Group June 2006 - September 2007
Eaton Vance 1999 - 2001
Skills
Loans, Strategic Planning, Mortgage Lending, Sales, Accounting, Credit, Financial Analysis, Portfolio Management, Investments, Finance, Financial Services, Mutual Funds, Funding, Banking, Mortgage Banking
Education
Hartwick College 1993 — 1997
B.A., Economics
Apple September 2015 - Present
Apple April 2012 - August 2015
JP Morgan Chase June 2010 - April 2012
Abilene Teachers Federal Credit Union December 2008 - June 2010
Skills
Financial Analysis, Business Strategy, Entrepreneurship, Time Management, Account Management, Customer Service, Finance
Education
Hardin-Simmons University 2006 — 2010
BBA, Finance
JPMorgan Chase May 2013 - Present
JP Morgan Chase March 2003 - Present
MBNA 1995 - 2003
Skills
Fixed Income, Bloomberg, Swaps, Credit Derivatives, Equities, Credit, Analysis, Capital Markets, AML, Derivatives, Finance, Internal Audit, KYC, Securities, Internal Controls, Anti Money Laundering, Banking, Financial Risk, Financial Services, Investment Banking, Risk Management
Education
Hampton University 1989 — 1993
Various Fortune 500 Companies 2000 - Present
JP Morgan Chase September 2010 - May 2012
International Speedway Corporation March 2008 - June 2009
Benjamin Moore & Co. 2003 - 2006
Bristol Capital 2002 - 2003
Global Crossing 1999 - 2000
Skills
Strategic Planning, Account Management, Market Research, Program Management, Business Process..., Business Strategy, Negotiation, Budgeting, Team Building, New Business Development, Marketing Strategy, Customer Relations, Marketing Communications, Public Speaking, Team Leadership, Fundraising, Social Media Marketing, Public Relations, Change Management, Management Consulting, Strategy Development, Competitive Analysis, Contract Negotiation, Social Media, Product Management, Sales Management, Event Management, Product Marketing, Research, Customer Service, Microsoft Office, Online Marketing, Promotions, Business Planning, Due Diligence, Excel, Business Management, Product Development, Contract Negotiations, Forecasting, Problem Solving, Business Analysis, Word, Marketing Research, Process Improvement, PowerPoint, Budgets, Strategy, Sales, Business Development
Education
The Johns Hopkins University 1992 — 1996
Bachelor of Arts (B.A.), Psychology & Biology
Harvard University
JPMorgan Chase 2014 - Present
JP Morgan Chase June 2010 - Present
Bear Stearns & Company February 2007 - June 2010
T-Systems June 2006 - January 2007
IBM Global Services February 2005 - June 2006
Sutra Systems India Pvt. Ltd. June 2004 - February 2005
Tata Technologies June 2003 - June 2004
GE-FANUC Robotics , Goodrej, Bajaj Auto January 2002 - May 2003
Education
Harvard Business School 2014 — 2015
Authentic Leadership Development
Ace Pilot Training 2013 — 2015
Private Pilot, Aircraft Pilot (Private)
Harvard Business School 2014 — 2014
Negotiations and Deal Making, Business Administration and Management, General
Harvard Business School 2012 — 2014
Leadership Development
University of Pune 2002 — 2004
MCS, Computer Science
University of Pune 1999 — 2002
BCS, Computer Science
GrabMedia March 2011 - Present
BET April 2007 - December 2010
AOL April 2005 - April 2007
Time Warner Inc. January 2004 - April 2005
Sony Music Entertainment June 2001 - April 2004
JP Morgan Chase 1995 - 1998
Skills
Digital Media, Business Strategy, M&A experience, P&L Management
Education
Harvard Business School 1999 — 2001
MBA, Strategy
University of Michigan 1991 — 1995
Bachelor of Business Administration (B.B.A.), Finance & Organizational Behavior
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase 1999 - Present
JP Morgan Chase January 1999 - July 2015
Citi 1990 - 1999
Citicorp Mortgage 1988 - 1991
Empire Blue Cross and Blue Shield Association 1986 - 1988
MetLife 1980 - 1988
Skills
Agile Methodologies, Financial Services, Securities, Banking, Mortgage Lending, Investment Banking, Commercial Lending, Business Analysis, Residential Mortgages, Testing, Loans, Quality Assurance, Banking Operations, Government Electronic..., Medical Electronic..., SDLC, Leadership, Program Management, Software Project..., Vendor Management, Process Improvement, Requirements Analysis, Management, Requirements Gathering, Project Management
Education
Hartwick College
Bachelor's degree, Political Science and Government
JPMorgan Chase September 2013 - Present
Duolingo 2013 - Present
JP Morgan Chase May 2010 - August 2013
Credit Suisse August 2001 - April 2010
Chase Manhattan 1997 - 2001
IDCS 1997 - 2001
JPMorgan Chase 1997 - 2001
Lehman Brother April 1997 - September 1997
Commercial Systems OOO 1993 - 1994
Skills
SDLC, Business Analysis, Business Intelligence, Program Management, Requirements Gathering, Databases, IT Service Management, Project Management, ITIL, Derivatives, Software Project..., Data Analysis, Process Improvement, Integration, Enterprise Architecture, Change Management, Fixed Income, IT Strategy, Vendor Management, Software Development, Six Sigma, Risk Management, Management, Sybase, Data Warehousing, Data Migration, Project Portfolio..., Enterprise Software, Investment Banking, FX Options, Trading Systems, Cross-functional Team..., Electronic Trading, Equities, Testing, Reference Data, Team Leadership, Internet Banking, Payments, Electronic Payments, Mobile Banking, SQL, Requirements Analysis, Infrastructure, Agile Methodologies
Education
Gubkin Russian State University of Oil and Gas 1989 — 1994
M.S.
Interactive One March 2015 - Present
Temp Positions January 2015 - March 2015
Solomon Page Group June 2014 - December 2014
Black Enterprise January 2012 - March 2014
S&B Shipping and Trading January 2011 - September 2012
Black Enterprise February 2011 - December 2011
Russell & Volkening Literary Agency February 2011 - May 2011
JP Morgan Chase 2004 - 2005
Skills
Publishing, Content Development, Social Media, Digital Media, Content Strategy, Social Networking, Social Media Marketing, WordPress, Editorial, Editing, Proofreading, Books, Project Management, Copy Editing, Blogging, Creative Writing, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, InDesign, Illustrator, DFP, Newsletters
Education
Pace University 2010 — 2011
Master of Science (M.S.), Publishing
Hampton University 2005 — 2008
B.S, Business Management
TaxAssurances, LLC December 2011 - Present
H.D. Vest Financial Services August 2009 - Present
H&R Block November 2010 - April 2011
JP Morgan Chase November 2003 - August 2009
Wells Fargo March 2002 - November 2003
Morgan Stanley January 2000 - March 2002
Deutsche Bank November 1997 - September 1999
Sony BMG June 1995 - November 1997
Skills
Strategic Financial..., Investments, Financial Analysis, Tax, Retirement Planning, Business Tax Planning, Tax Preparation, Series 7, Series 66, Bookkeeping, Payroll, Life Insurance, Term Life Insurance, Whole Life Insurance, Variable Annuities, Fixed Income, Fixed Annuities, Pensions, Retirement Plan..., Qualified Retirement..., Medicare, Mutual Funds, ETFs, Separately Managed..., Estate Planning, Investment Properties, Long Term Care Insurance, Employee Benefits, Disability Insurance, Accident Insurance, Cancer Insurance, Health Insurance, Dental Insurance, Income for Life, Stocks, Bonds, Municipal Bonds, Corporate Benefits, Medicare Supplement..., Medicare Advantage Plans, Universal Life Insurance, Small Business Tax, Critical Illness..., 401k Rollovers, 403 b, 401k, IRAs, Simple IRA, SEP IRA, Succession Planning
Education
Hampton University 1990 — 1995
BS, Accounting
Mercantile Bank of Michigan August 2014 - Present
Mercantile Bank of Michigan July 2012 - August 2014
PNC Bank November 2011 - July 2012
JP Morgan Chase December 2010 - November 2011
Grand Valley Police Department October 2008 - December 2010
Skills
Access, Bookkeeping, Banking, Data Entry, Customer Service, Filing, Time Management, Financial Analysis
Education
Grand Valley State University 2013 — 2015
Bachelor of Business Administration (BBA), Operations Management
Grand Valley State University 2007 — 2010
Bachelor of Business Administration (BBA), Finance
RITE AID March 2015 - Present
Wells Fargo October 2014 - March 2015
Bank of America September 2013 - October 2014
Valley Bank June 2012 - September 2013
Valley Bank November 2010 - June 2012
Liz Claiborne July 2008 - December 2009
JP Morgan Chase July 2007 - July 2008
Skills
Accounts Payable, Accounts Receivable, Invoicing, Management, Sales, Employee Benefits, Benefits Administration, Merchandising, Finance, Supervisory Skills, Sales Management, Retail, Customer Service, Payroll, Insurance, Loss Prevention, Inventory Management, Leadership
Education
Green River Community College 1985 — 1987
AA, Liberal Arts and Sciences/Liberal Studies
Kentwood High School 1983 — 1985
Diploma, General Studies
Goldman Sachs 2005 - Present
Goldman Sachs 2004 - 2008
JP Morgan Chase 2003 - 2005
Kantilal Patel and Company 1999 - 2003
Education
American Institute of Certified Public Accountants
CPA, Accounting, Regulation, Auditing, Business Environment Concepts
Institute of Chartered Accountants of India
Chartered Accountant, Accounting & Auditing
Gujarat University
Masters in Commerce, Financial Management, Cost Accounting & Auditing
Gujarat University
Bachelor in Commerce, Financial Management, Cost Accounting & Taxation
Citizens Financial Group, Inc. September 2014 - Present
JP Morgan Chase September 2008 - February 2013
National City Commercial Capital March 2007 - September 2008
GE Capital - VFS August 2001 - March 2007
IKON Financial Services 2004 - 2007
NTFC Capital Corporation 1994 - 1999
Skills
Portfolio Management, Asset Managment, Financial Analysis, Asset Management, Financial Modeling, Valuation, Credit, Due Diligence, Finance, Credit Analysis
Education
Dartmouth College - The Tuck School of Business 1975 — 1977
MBA, Finance and Accounting
Hamilton College 1971 — 1975
BA, Economics
FBR Capital Markets & Co. September 2014 - Present
JMP Securities March 2011 - August 2014
Beal Advisors 2009 - March 2011
Paramount BioSciences 2008 - 2009
Human Genome Sciences 2006 - 2008
ImClone Systems 2004 - 2006
Citigroup 1996 - 2003
JP Morgan Chase 1993 - 1996
Lehman Brothers 1985 - 1993
Skills
Venture Capital, Mergers & Acquisitions, Strategy, Biotechnology, Pharmaceutical Industry, Life Sciences, Business Development, Private Equity, Strategic Planning, Start-ups
Education
Harvard Business School 1978 — 1980
MBA, Finance
Harvard University 1974 — 1978
BA, Economics
New York City Department of Education 2011 - Present
Citigroup - Database Marketing August 2004 - May 2007
JP Morgan Chase August 2001 - February 2004
Education
New York University 2007 — 2010
Doctorate, Physical Therapy
Pace University 2000 — 2003
MS, Information Systems Management
Hampton University 1991 — 1995
BA, Biology
Memorial Resource Development Corp. April 2011 - Present
Memorial Production Partners LP April 2011 - July 2014
Energy Maintenance Services Group, LLC 2011 - April 2011
Greystone Oil & Gas LLP / Greystone Drilling LP 2006 - 2011
Enterprise Products Partners, LP 2000 - 2006
JP Morgan Chase 1998 - 2000
Skills
Mergers, Natural Gas, Energy, Financial Modeling, Due Diligence, Private Equity, Corporate Finance, Petroleum, Risk Management, Divestitures, Accounting, Financial Analysis, Cash Management, Project Finance, Capital Budgeting, M&A experience, Mergers & Acquisitions, Financial Structuring, Treasury Management, Internal Controls, Cash Flow, Management, Analysis, Energy Industry, Corporate Governance, Business Valuation, SEC filings, Acquisitions, Hedging, Internal Audit, Pipelines, Auditing, Finance, Valuation, Strategic Financial..., Restructuring, Investor Relations, Equities, Sarbanes-Oxley Act, US GAAP, Oil & Gas Industry, Acquisition Integration, Asset Management, Corporate Development, Commodity, Working Capital..., IPO, Commodity Markets, Managerial Finance, Tax
Education
Harvard Business School 2010 — 2010
AMP, Advanced Management Program
University of Houston 1996 — 1998
MBA / LL.M., Finance / Energy & Natural Resources Law
Texas Tech University 1989 — 1992
JD, Law
The University of Texas at Austin 1985 — 1989
BBA, Finance
Walgreens July 2014 - Present
A "Wise" Choice Limousine Service February 1999 - Present
Outside The Box Consulting, LLC September 2007 - July 2014
Colleen McFarland Consulting 2012 - 2013
JP Morgan Chase November 2008 - January 2010
American Sign Factory, LLC June 2008 - November 2008
JPMorgan Chase July 1995 - June 2007
Zeta Phi Beta Sorority, Inc. - Xi Mu Zeta Chapter (volunteer) September 1999 - June 2002
Brinson Partners 1992 - 1995
Skills
Project Planning, Project Management, Vendor Management, Strategic Planning, Program Management, Lifestyle Management, Event Management, Management Consulting, Budgets, Training, Customer Service, Microsoft Excel, Event Planning, Sales, Management, Fundraising, Time Management, New Business Development, Negotiation, Change Management
Education
Hampton University 1987 — 1991
B.S., Business Management
The George Washington University 2007 — 2008
Certificate, Event Management
Wirt High School 1983 — 1987
Ed Giovine Enterprises May 2006 - Present
JP Morgan Chase 1982 - 2006
On-Line Systems 1974 - 1982
Sperry Rand 1969 - 1974
Skills
Project Management, Financial Systems
Education
Harvard Business School
•Delivering Information Services Program
New York University 1977 — 1981
64 credits, MBA Program
New York University - Polytechnic School of Engineering
MS, Applied Mathematics
St Francis College (Brooklyn)
BS, Mathematics
Guidepoint Global 2015 - Present
Kimble Lewis & Company 2014 - Present
Capital One Bank 2008 - 2013
Bank of America 2005 - 2008
JP Morgan Chase 2003 - 2005
Citigroup 2002 - 2003
Morgan Stanley 1996 - 2002
The Bank of New York (now BNY Mellon) 1994 - 1996
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
MBA
University of Phoenix 2005 — 2009
Bachelor of Science (B.S.)
Yale University - Yale School of Management 2014 — 2014
Continuing Education
Harvard Business School 2013 — 2013
Continuing Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2010
Continuing Education
BlessingWhite 2010 — 2015
Process Coaching, Capabilities Coaching, Self-discovery Coaching
Formal Bank Credit Underwriting and Training - Bank of America 2005 — 2015
Formal Bank Credit Underwriting Training Program
Cannon Financial Institute 1999 — 2015
Comprehensive Wealth Management
Jamestown September 2014 - Present
J.P. Morgan July 2012 - August 2014
JP Morgan September 2010 - July 2012
JP Morgan Chase June 2009 - October 2010
First Manhattan Consulting Group June 2008 - August 2008
Monster Worldwide June 2007 - August 2007
Concord's Colonial Inn 2006 - 2006
Property and Portfolio Research, LLC 2005 - 2005
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Private Equity, Investment Banking, Commercial Real Estate, Real Estate Due..., Argus Modeling, Business Strategy, Economics, Asset Managment, Investments, Capital Markets
Education
Harvard University 2006 — 2010
A.B., Economics
Westford Academy
Westford Academy
Citi November 2013 - Present
Nielsen Company January 2011 - September 2011
The Nielsen Company January 2010 - 2011
The Nielsen Company January 2009 - 2011
The Nielsen Company May 2008 - January 2009
Anita DeMatos and Associates September 2002 - May 2008
JP Morgan Chase September 1991 - February 2002
Skills
Business Process..., Market Research, Change Management, Process Improvement, Strategy, Strategic Planning, Project Management, Six Sigma, Business Development, Team Leadership, Management Consulting, Program Management, Marketing Strategy, Project Portfolio..., Social Media Marketing, New Business Development, Leadership, Business Planning, Team Management, Cross-functional Team..., Training, Vendor Management, Business Analysis, Management, Business Strategy, Risk Management, Customer Satisfaction, Product Management, CRM, Analysis, Contract Negotiation, Sales Management, Analytics, Product Development, Customer Experience, Account Management, Data Analysis, Human Resources, Competitive Analysis
Education
Harvard Business School 1998 — 1999
University of South Florida
TripAdvisor August 2015 - Present
TripAdvisor August 2013 - August 2015
Castle Harlan July 2008 - May 2011
JP Morgan Chase June 2006 - June 2008
Education
Harvard Business School 2011 — 2013
MBA
Yale University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Robert Koleji 1995 — 2002
JP Morgan Chase July 2012 - Present
JPMorgan Chase October 2006 - July 2012
JPMorgan Chase July 2005 - October 2006
Integrated Media Concepts, Inc. September 2004 - February 2005
BNY Mellon January 2003 - July 2003
Skills
Business Analysis, Marketing Strategy, Analysis, Financial Analysis, Investments, Project Management, Finance, Leadership, Strategy, Microsoft Office, PowerPoint, Customer Service, Management, Corporate Finance, Credit Risk, Cross-functional Team..., Strategic Planning
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2005
Master of Business Administration (M.B.A.), International Business
Grenoble Ecole de Management - Grenoble Graduate School of Business 2003 — 2004
Master's degree, International Business
University of Delaware 1995 — 1999
Bachelor's of Science, Consumer Economics
Chase April 2013 - Present
JP Morgan Chase August 2010 - Present
Skills
Risk Management, Portfolio Management, VBA, Credit Risk, Options, Derivatives, Capital Markets, Risk, Financial Markets, Bonds, Access, Excel, Banking, Matlab, SQL, Statistics, Economics, French, Risk Mitigation, Market Risk, Data Mining, Team Management, English, Quantitative Finance, Insurance, Microsoft Excel, Financial Risk
Education
UQO 2010 — 2011
Post-Graduate Diploma, Finance
HEC Lausanne - School of Business 2005 — 2007
Master's degree, Actuarial Science
UB
Bachelor of Science (B.Sc.), Banking and Finance
Incredible Technologies September 2013 - Present
Incredible Technologies August 2009 - December 2013
Incredible Technologies October 2007 - September 2012
Incredible Technologies March 2006 - October 2007
JP Morgan Chase July 2004 - March 2006
Skills
Customer Service, Sales, Gaming, Account Management, Casino
Education
University of Illinois at Urbana-Champaign 2000 — 2003
Bachelor's, English and Philsophy
Harper College 1998 — 2000
Associates of the Arts, Liberal Arts
Fifth Third Bank March 2014 - Present
Fifth Third Bank July 2012 - March 2014
JPMorgan Chase August 2011 - July 2012
JPMorgan Chase August 2010 - August 2011
JP Morgan Chase July 2008 - July 2010
JPMorganChase July 2006 - July 2008
Wachovia 2005 - 2006
McKinsey & Company July 2001 - August 2005
Goldman Sachs March 1999 - November 1999
Accenture July 1997 - March 1999
Skills
Leadership, Finance, Retail Banking, Operations Management, Strategy, Banking, Financial Services, Retail, Branch Banking, Management Consulting, Program Management, Forecasting, Portfolio Management, Mergers & Acquisitions, Credit, Management, Risk Management, Training, Loans
Education
Harvard Business School 1999 — 2001
MBA
Indiana University Bloomington
Bachelor's degree, Business Economics and Public Policy
Bank of America March 2009 - Present
Merrill Lynch September 2005 - March 2009
JP Morgan Chase 1989 - 2005
Booz Allen Hamilton 1986 - 1989
Education
Harvard Business School 1984 — 1986
MBA
Manhattan College 1981 — 1984
BS, Finance, Computer Systems
Liberty Mutual Insurance November 2013 - Present
Farmers Insurance September 2012 - November 2013
Farmers Insurance August 2010 - September 2012
JP Morgan Chase December 2009 - August 2010
JPMorgan Chase September 2008 - December 2009
GBC February 2008 - September 2008
General Binding Corporation June 2007 - February 2008
GBC August 2006 - May 2007
US Army January 2001 - January 2002
Skills
Series 6, Series 63, Property & Casualty..., Life Insurance, Insurance, Full-cycle Recruiting, Recruiting Strategy, Internet Recruiting, Investments, Mutual Funds, Commercial Banking, Consultative Selling..., Recruitment Training, Business Analysis, New Business Development, Investment Strategies, Branch Banking, Performance Management, Training, Sourcing, Recruiting, SDLC, Management, Fixed Annuities, Financial Services, Sales, Banking, Social Networking, Employee Benefits, College Recruiting, Strategy, Applicant Tracking..., Talent Acquisition, Interviews, Technical Recruiting, Series 26, Customer Retention, Building Relationships, Sales Operations, Workers Compensation, Screening Resumes, Executive Search, Onboarding, Talent Management, FINRA, Human Resources, Leadership, Networking, Staffing Services, Taleo
Education
Valparaiso University 2002 — 2006
B.A., Sociology, Secondary Education
Harper College 2009 — 2010
Pre-Med
Mechtechandwires May 2008 - Present
OAKHURST HEALTHCARE April 2010 - February 2012
ANDREW'S ELECTRIC, INC October 2006 - July 2008
EAMES CONSTRUCTION March 2006 - September 2006
BCK COMMUNICATIONS September 2004 - March 2006
JP MORGAN-CHASE July 1999 - January 2004
Levi Strauss & Co 1985 - 2003
Skills
Construction, Electricians
Education
Heald College 1990 — 1991
AAS, Computer Science
Wells Fargo January 2015 - Present
US Bank May 2010 - January 2015
SimpleSimonSales, Incorporated April 2009 - July 2011
JP Morgan Chase August 2008 - May 2009
Washington Mutual February 2007 - May 2009
Charter One Bank 2002 - 2007
Fifth Third Bank May 1999 - April 2002
Citibank May 1987 - May 1999
Skills
Commercial Banking, Loans, Credit, Deposits, Small Business Lending, Lines Of Credit, Commercial Credit, Commercial Lending, Banking, Cross Selling, Commercial Mortgages, Treasury Management, Loan Origination, Public Speaking, Sales Workshops, Financial Services, Portfolio Management, Business Development, Finance, Leadership, Consumer Lending, Sales, Investments, Strategy, Sales Management, Relationship Management, Credit Analysis, Management
Education
Illinois State University 1985 — 1987
BS, Business
Harper College 1983 — 1985
AA, Business
William Fremd H.S. 1979 — 1983
St. John Fisher 1976 — 1979
JPMorgan Chase January 2013 - Present
JP Morgan Chase May 2011 - January 2013
JP Morgan Chase September 2008 - April 2011
Morgan Stanley June 2007 - August 2007
Grubb & Ellis 2005 - 2007
Education
Harvard University 2004 — 2008
Hunter College High School 1998 — 2004
BET Networks (a subsidiary of Viacom Inc.) November 2012 - Present
NPR March 2009 - November 2012
The Washington Post December 2005 - February 2009
Washington Post June 2003 - December 2005
JP Morgan Chase December 1999 - August 2001
Digital Equipment Corporation 1996 - 1998
Skills
Financial Planning, Strategy Development, Financial Reporting, Financial Analysis, Business Strategy, New Business Development, New Media, Sales Management, Salesforce.com, SAP, Hyperion, PeopleSoft, Microsoft Office, Excel, Strategic Planning, Leadership
Education
Harvard Business School 2001 — 2003
MBA
Morehouse College 1992 — 1996
BA, cum laude, Corporate Finance
Bank of America Home Loans June 2009 - Present
Countrywide Home Loans April 2006 - April 2009
JP Morgan Chase 1995 - 2006
Skills
Mortgage Banking, Mortgage Lending, Credit, Loan Origination, Loans, Refinance, Real Estate, VA loans, Credit Risk, FHA, Residential Mortgages, Underwriting, USDA, Mortgage Underwriting, Consumer Lending, FHA financing, Team Building, Credit Analysis, Branch Management, Commercial Lending, Cross Selling, Loss Mitigation, FHA Financing, VA Loans
Education
Haslam College of Business at the University of Tennessee 1979 — 1983
University of Tennessee-Knoxville 1979 — 1983
BS, Banking
Hendersonville
First Data Corporation 2013 - Present
Morgan Stanley Smith Barney 2011 - 2013
JP Morgan 2005 - 2011
JP Morgan Chase 2004 - 2005
Smith Barney 1994 - 2004
McKinsey & Company 1991 - 1994
Education
Harvard Business School 1989 — 1991
MBA
Wharton School, University of Pennsylvania 1983 — 1987
BS, Economics
StocksfortheWeek.com December 2008 - Present
Self Employed 2006 - 2009
Comerica 2005 - September 2006
Merrill Lynch 2004 - 2005
Rice Financial Products Company 2001 - 2003
Independent 1991 - 2000
Delaware Bay Company 1990 - 1991
Painewebber 1985 - 1990
Merrill Lynch January 1980 - 1985
JP Morgan Chase January 1979 - 1980
Skills
Fundamental Analysis, Industry & Company..., Pro Forma Financial..., Technical Analysis, Global Trend..., Entry/Exit Point..., Investment Analysis, Relative Value Analysis, Portfolio Strategies, Web Trading Applications, Mobile Trading..., Portfolio Management, Financial Modeling, Analysis, Equity Trading, Mobile Devices, Valuation, Private Equity, Investment Banking, Mergers & Acquisitions, Investments, Investment Management, Asset Management, Trading, Due Diligence, Investment Strategies, Financial Risk, Corporate Finance, Venture Capital, Equities, Bonds, Alternative Investments, Capital Markets, Fixed Income, Emerging Markets, Financial Markets, Hedge Funds, Equity Research, Finance, Bloomberg
Education
CFA Institute 2006 — 2009
CFA
Harvard Business School 1977 — 1979
M.B.A., Finance
University of Pennsylvania - The Wharton School 1973 — 1977
B.S., Finance
PrideStaff July 2015 - Present
International Paper 2013 - 2015
MCA Logistics April 2012 - January 2013
Act-1 January 2011 - October 2011
Bank of Stockton/ACT1 Temp Agency October 2009 - March 2010
JP Morgan Chase December 2006 - March 2009
Dana Corporation/Adecco Temp Agency May 2006 - October 2006
Delta Packing/Accountemps May 2006 - June 2006
Shape Health Clubs/Accountemps December 2005 - April 2006
LFB Engineered Systems Inc July 2005 - October 2005
Skills
Data Entry, Microsoft Office, 10 Key, Outlook, Administrative..., Payroll, QuickBooks, Customer Service, Access, Accounts Payable, Microsoft Excel, Accounts Receivable, Account Reconciliation, Lotus Notes, Accounting, Spreadsheets, Microsoft Word, Time Management, Software Documentation, PowerPoint, Invoicing
Education
San Joaquin Delta College 2008 — 2009
None, None
Heald College 2003 — 2005
A.A.S., Accounting
Kaplan College 2002 — 2003
Certificate, Physical Therapy Assistant
Guidewire Software June 2013 - Present
JP Morgan Chase March 2010 - May 2013
Compuware November 2007 - May 2010
Chrysler March 2007 - November 2007
American Airlines July 2001 - June 2003
Skills
XML, Java, Databases, Subversion, PL/SQL, J2EE Application..., Linux, JavaScript, Testing
Education
Grand Valley State University 2004 — 2007
MS, Computer Info Sys
University of Wisconsin-Madison 1998 — 2000
BS, Computer Sciences
Bloomberg May 2011 - Present
First New York Securities September 2009 - June 2010
LBBW April 2009 - August 2009
Dresdner Kleinwort April 2004 - April 2009
Daiwa Securities April 2003 - September 2003
JP Morgan Chase July 1992 - March 2003
Skills
FX Options, Interest Rate..., Rates, Interest Rates, Fixed Income, Trading, Derivatives, Valuation, Portfolio Management
Education
Harvard University 1988 — 1992
BA, Economics
Westfield HS 1985 — 1988
CBRE June 2015 - Present
CBRE January 2015 - Present
CBRE April 2013 - Present
RAPP May 2012 - April 2013
Cincinnati Children's Hospital Research Foundation March 2009 - May 2012
JP Morgan Chase 2007 - 2009
Affinion Group 2006 - 2007
Ohio Department of Public Safety 2005 - 2006
Explora Infotech July 2000 - February 2005
Skills
C#, .NET, Web Services, Microsoft SQL Server, ASP.NET, Software Development, SSRS, ASP.NET MVC, SharePoint Designer, JavaScript, WCF, SharePoint, XML, Silverlight, IIS, SQL Server, Sharepoint 2010..., Sharepoint 2010..., Web Application Security, Information Security..., Python, SSIS, AJAX, Databases, Oracle, LINQ, NODE.JS, MongoDB, Google Analytics, Android Development, Mobile Architecture, JavaSE
Education
DOEACC, New Delhi 2000 — 2002
A level - Post Graduate Diploma, Business computer applications
Gujarat University 1997 — 2000
Bachelor of Commerce, Advanced Accounting and Auditing
AppNexus April 2013 - June 2015
JPMorgan Chase July 2011 - April 2013
The Future Project October 2011 - March 2013
JP Morgan Chase June 2010 - July 2011
Related Companies June 2009 - August 2009
Fendi North America June 2009 - August 2009
Skills
Financial Analysis, Investments, Equities, Economics, Microsoft Excel, Securities, Creative Problem Solving, Quantitative Analytics, Business Development, Relationship Management, Business Advisory
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
Bachelor of Business Administration
Wylie E. Groves High School 2003 — 2007
Movement Mortgage, LLC September 2015 - Present
Citi 2012 - 2015
JP Morgan Chase May 2009 - December 2012
Education
Hagerstown Community College
Legal Assistant/Paralegal
JP Morgan Chase December 2006 - Present
Citibank July 2005 - November 2006
San Diego County Credit Union June 2001 - June 2005
SDCCU 1994 - 2005
Skills
Portfolio Management, Financial Analysis, Commercial Banking, Investments, Sales Management, New Business Development, Accounting, Business Development, Commercial Lending, Consumer Lending, Finance, Financial Services, Lines Of Credit, Loan Origination, Retail Banking, Relationship Management, Cross Selling, Risk Management
Education
San Diego State University-California State University 1997 — 1999
BA, Political Science, Public Administration
Grossmont College 1990 — 1992
Apria Healthcare June 2013 - Present
Acacia INC September 2012 - April 2013
JP Morgan Chase February 2012 - September 2012
Chrysler January 2011 - January 2012
US Army August 2001 - January 2011
Skills
Merchant Services, Relationship Management, Cross Selling, Management, Training, Sales Operations, Customer Satisfaction, CRM, Marketing, Budgets, Cold Calling, Contract Negotiation, Sales, Sales Management
Education
Texas Woman's University
Bachelor's degree, Business Administration and Management, General
Grayson County College
Associate's degree, Psychology
ADP March 2013 - Present
M. Wayne Ministries, Inc. May 2010 - Present
JP Morgan Chase October 2011 - March 2013
Skills
Management, Quality Assurance, Software Documentation, Testing, Sales, SDLC, HP Quality Center, Business Analysis, Banking, Process Improvement, Financial Services
Education
Grand Canyon University 2014 — 2017
Secondary Education, Business Teacher Education
Florence- Darlington Tech 2000 — 2002
Criminal Justice Technology, Crimnial Justice
Meijer August 2014 - Present
Meijer May 2012 - August 2014
JP Morgan Chase February 2011 - May 2012
Skills
Banking, Credit, Loans, Customer Service, Retail Banking, Sales, Mortgage Lending, Finance, Credit Analysis, Financial Analysis
Education
Grand Valley State University 2004 — 2007
Bachelor's degree, Finance, General
Comerica Bank July 2015 - Present
jp morgan chase February 2011 - July 2015
Wells Fargo May 2009 - January 2011
Bank of America May 2007 - May 2009
Skills
Microsoft Office, Investments, Leadership, Management, Sales, Finance, Customer Service, Retail Banking, Strategic Planning, Asset Management
Education
Grossmont College 2004 — 2006
Associate's degree, Business/Managerial Economics
RetailData, LLC September 2014 - Present
Cigna Healthcare 2009 - 2013
JP Morgan Chase March 2005 - October 2009
Mervyns August 2002 - February 2005
Education
Grayson County College
Accounting and Finance
JP Morgan Chase July 2010 - February 2012
J.P. Morgan May 2007 - June 2010
JPMorgan Chase September 2006 - May 2007
Vanguard August 2005 - August 2006
Education
Virginia Commonwealth University 2012 — 2014
Post-Baccalaureate Health Science Certificate
Guilford College 2001 — 2005
B.S., Business Management & Accounting
Universal Studios Hollywood September 2014 - Present
Harvard Business School September 2013 - August 2014
Activate July 2011 - September 2013
Fusion Group Africa September 2008 - June 2009
JP Morgan Chase June 2006 - September 2008
Rothschild June 2004 - August 2004
Skills
Television, Social Media, Strategy, Private Equity, Mergers, Social Networking, Management Consulting, Corporate Development, Venture Capital, Investment Banking, Financial Modeling, Entrepreneurship, Valuation, Mergers & Acquisitions, Strategic Planning, Business Valuation, Restructuring, LBO
Education
Harvard Business School 2009 — 2011
MBA
University of Bristol 2002 — 2005
Politics and Economics, Focused on the British political system and current economic problems
American Express April 2015 - Present
American Express June 2014 - April 2015
American Express August 2013 - June 2014
JP Morgan Chase September 2011 - June 2013
Texas Roadhouse December 2004 - September 2011
Wells Fargo Bank December 2010 - April 2011
Charles Schwab February 2009 - July 2010
Charles Schwab January 2007 - February 2009
US Army July 1997 - July 2001
Skills
Series 7, Series 63, Uniform Combined State..., Series 6, Mutual Funds, Series 65, Securities, Series 24, Credit, Retirement Planning, Investments, Strategic Financial..., Asset Allocation, Wealth Management, Financial Services, Relationship Management, Asset Management, Finance, Retirement, Loans, Bonds, Mortgage Lending, IRAs, Financial Advisory, Investment Advisory, Consumer Lending, 401k, Options, Portfolio Management, Investment Management, Retail Banking, FINRA, Trading, Sales Management, Operations Management, Full P&L Responsibility, Cash Handling Experience, Cold Calling Experience, Client Rapport, Negotiation, Credit Analysis, Training, Insurance
Education
University of Phoenix-Phoenix-Hohokam Campus 2009 — 2011
Master of Business Administration, Business Administration
University of Northern Iowa 2005 — 2006
Bachelor of Arts, Finance
Hawkeye Community College 2003 — 2005
Associate of Arts, Business Administration
Ft. Lewis NCO Academy 2000 — 2000
Certificate, Non-Commissioned Officer Training
US Army Basic Training 1997 — 1997
General, Infantry Basic Training, Mechanized Operations
Addenda Capital Inc September 2012 - Present
Addenda Capital January 2008 - September 2012
Addenda Capital Inc December 2005 - December 2007
Addenda Capital Inc June 2003 - December 2005
JPMorgan Chase December 2001 - June 2003
JP Morgan Chase June 1997 - December 2001
Laurentian Bank 1995 - 1997
Skills
Bloomberg, Fixed Income, Hedging, Derivatives, Portfolio Management, Credit, Bonds, Financial Markets, Asset Management, Capital Markets
Education
HEC Montréal 1990 — 1994
BAA, Finance
American Credit Acceptance July 2015 - Present
American Credit Acceptance February 2014 - July 2015
American Credit Acceptance March 2010 - February 2014
JP Morgan Chase April 2009 - March 2010
JPMorgan Chase June 2004 - April 2009
Skills
Credit, Team Building, Banking, Finance, Applicant Tracking..., Customer Service, Call Center, Employee Relations, Human Resources, Talent Acquisition, Sales, Strategic Planning, Performance Management, Insurance, Management, College Recruiting, Microsoft Excel, Technical Recruiting, Onboarding, Customer Retention, Training, Hiring, Call Centers, Recruiting, New Business Development, Employee Training, Leadership, Cold Calling, Financial Services, Process Improvement, Customer Satisfaction, Sales Management, Negotiation, Operations Management, Loans
Education
Missouri State University 2000 — 2004
BS, Communications with an emphasis in Public Relations
Greenville Technical College
Greenville Technical College
Greenville Technical College
JP Morgan Chase October 2010 - Present
Ford Motor Company July 2007 - October 2010
Quicken Loans January 2007 - July 2007
Ford August 2005 - December 2006
Ciber Inc. January 2005 - July 2005
Blue Cross Blue Shield September 2004 - December 2004
Education
University of Detroit Mercy 2001 — 2002
MS, Computer Science
Gujarat University 1994 — 1998
BS, Mechanical
Citi December 2011 - Present
JP Morgan Chase May 2010 - December 2011
Sears Holdings Corporation March 2010 - May 2010
GroupM February 2008 - March 2010
Goodyear 2006 - 2008
Skills
Digital Marketing, Digital Strategy, CRM, Strategy, Segmentation, Marketing Strategy, Analytics, SEM, Leadership, Marketing, PPC, Interactive Marketing, Digital Media, Strategic Planning, Management
Education
Harvard Business School
University of Wisconsin-Madison
Washington Square Technologies April 2014 - Present
Bank of America June 2010 - December 2013
JP Morgan Chase January 2006 - June 2010
Goldman Sachs 1997 - 2005
Skills
Quantitative Finance, Programming Languages, Trading Systems, Electronic Trading, Derivatives, Fixed Income, FX Options, Investment Banking, Financial Risk, Equity Derivatives, Equities, Trading, Hedge Funds, Bloomberg, Capital Markets, Risk Management, C++, Distributed Systems, Bonds, Market Data, Financial Services, Options, Unit Testing, Financial Markets, Interest Rate..., Commodity, Object Oriented Design, CDS, Market Risk, Credit Derivatives, Portfolio Management, Quantitative Analytics, Trading Strategies, Analytics, Structured Products, Low Latency, Prime Brokerage, Swaps, Equity Trading, Middle Office, Proprietary Trading, Volatility, Hedging, Functional Programming, Python
Education
Harvard University 1992 — 1997
Bachelor of Arts, Mathematics
Harvard University 1992 — 1997
Bachelor's degree, Math
Foresters Equity Services, Inc. 2006 - Present
Pursuant 2006 - 2013
Advance Capital Management July 2004 - December 2005
JP Morgan Chase October 2001 - July 2004
Morgan Stanley December 1998 - August 2001
Brann's Catering 1996 - 1998
Education
Boston University 2008 — 2009
Certified Financial Planner
Grand Valley State University 1994 — 1998
Bachelor of Business Administration (BBA), Finance
PCEP 1990 — 1994
JP Morgan Chase September 2010 - Present
Credibolsa SAB May 2007 - December 2008
Credibolsa SAB February 2005 - May 2007
Banco de Credito del Peru April 2004 - February 2005
Skills
Financial Modeling, Financial Analysis, Valuation, Capital Markets, Emerging Markets, Portfolio Management, Business Strategy, Investment Banking, Corporate Finance, Derivatives, Banking, Equities, Risk Management, Investments, Asset Managment
Education
University of Virginia Darden School of Business 2010 — 2010
MBA - International Exchange Program, Business
HEC Paris 2009 — 2010
MBA, Finance
Universidad Peruana de Ciencias Aplicadas 1997 — 2004
Bachelor of Science (BS), Business and Finance
JP Morgan Chase September 2014 - Present
Monitor Deloitte January 2013 - September 2014
Panjiva October 2012 - December 2012
Endeavor Global 2012 - 2012
Monitor Group 2011 - 2011
International Monetary Fund October 2007 - August 2010
Cornerstone Research August 2006 - September 2007
Skills
Strategy, Strategic Consulting, Economics, Financial Modeling, Emerging Markets, Valuation, Corporate Finance, Management Consulting, Financial Analysis, Private Equity, Strategic Planning, Economic Development, Analytics, Data Analysis
Education
Harvard Business School 2010 — 2012
MBA, General Management
Harvard University 2010 — 2012
Master of Business Administration (MBA), General Management
University of Virginia 2002 — 2006
Bachelor of Arts (BA), Economics
CFA Institute
Passed Level II of CFA exam
Citi May 2010 - Present
JP Morgan Chase 2001 - February 2009
DMOC 1996 - 2001
Netcharge.com 1999 - 2000
Brann Worldwide 1996 - 1998
Skills
Marketing Strategy, Customer Experience, Social Media, Business Development, CRM, Project Management, Negotiation, Customer Acquisition, Segmentation, Direct Marketing, Analytics, Financial Services, Integrated Marketing, Strategic Planning, Product Management, Marketing, Credit Cards, Marketing Management, Brand Management, Database Marketing, Market Research, Email Marketing, Product Development
Education
Berufsakadamie Loerrach
MBA eq., Business/Marketing
Harvard University
Masters Degree, Marketing Management
Smith College
B.A., Economics
Nordea Bank Finland, Plc, NY Branch April 2014 - Present
Nordea Bank Finland PLC - NY Branch January 2010 - Present
Brintech Consulting June 2009 - January 2010
Merrill Lynch November 2007 - June 2009
Citibank May 2006 - November 2007
DOHA BANK 2007 - 2007
JP Morgan Chase July 2002 - April 2006
Skills
Banking, Financial Risk, AML, Financial Services, Project Management, Policy, Risk Assessment, Management, Auditing, Quality Assurance, Due Diligence, Leadership, Financial Analysis, Anti Money Laundering
Education
Hampton University 1973 — 1977
BS, Marketing
loanDepot January 2014 - Present
New Penn Financial, LLC January 2012 - January 2014
o2Funding January 2011 - January 2012
JP Morgan Chase August 2010 - March 2011
Ocwen Financial July 2009 - August 2010
Option One 1993 - 2008
Novus Financial 1990 - 1993
Op-Trac, Inc. 1987 - 1990
Education
Linkage, Inc. 2003 — 2004
Leadership Impact Team
Harper College 1988 — 1990
Business/International Finance
JP Morgan Chase August 2007 - Present
JP Morgan December 2005 - August 2007
Brown Brothers & Harriman June 2005 - December 2005
Brown Brothers & Harriman June 2004 - June 2005
J.P. Morgan June 2003 - June 2004
JPMorgan Chase November 2001 - June 2003
JPMorgan Chase December 1999 - November 2001
Skills
Fund Accounting, Accounting, Financial Reporting, Management, Mutual Funds, Financial Analysis, Financial Services, Mergers & Acquisitions, Auditing, Corporate Actions, Bloomberg, Financial Risk, Asset Management, Financial Statements, Leadership, Securities, Hedge Funds, CRM, Derivatives, Analysis, Fixed Income, Equities, Insurance, Investments
Education
Northeastern University 1997 — 2003
Bachelor of Science, Finance
Harvard University
JP Morgan Chase January 2010 - Present
JPMorgan Chase 2008 - Present
Avanade September 2007 - Present
Daugherty Business Solutions 2006 - 2007
Allstate Insurance 2006 - 2007
Navigant Consulting June 1997 - January 2004
Skills
SDLC, Business Analysis, Requirements Analysis, Agile Methodologies, Enterprise Architecture, Software Project..., IT Strategy, SQL, Vendor Management, Business Intelligence
Education
Harper College 1984 — 1990
Carnegie Investment Counsel July 2010 - Present
MMA October 2007 - November 2009
JP Morgan Chase August 2006 - October 2007
Charles Schwab and Co January 1992 - August 2002
Education
Grove City College 1986 — 1990
BA, Financial Planning
JP Morgan Chase January 2008 - Present
Education
Harvard Business School 2005 — 2007
MBA, Finance
Jawaharlal Nehru Technological University 2000 — 2004
MetLife May 2013 - Present
MetLife November 2011 - April 2013
MetLife January 2006 - November 2011
Cendant October 2003 - January 2006
JP Morgan Chase September 2000 - April 2003
Skills
Variance Analysis, Financial Accounting, General Ledger, Hyperion Enterprise, Financial Reporting, Account Reconciliation, Cash Management, Microsoft Office, Visual Basic, PeopleSoft, Hyperion HFM, Hyperion Planning, Hyperion Reports, Oracle, Cognos, ACL, Smartstream, MSA General Ledger, Vista GL, US GAAP, Statutory Accounting, Sarbanes-Oxley, Footnotes, Analysis, Data Mining, Project Management, Financial Statements, Access, Accounting, Sarbanes-Oxley Act, Hyperion
Education
Greensboro College 1996 — 2000
BS, Accounting
DBADMIN @ EOG resources January 2013 - Present
Waste Management October 2010 - December 2012
KBR, Inc. May 2009 - September 2010
Occidental Petroleum June 2007 - February 2009
Calpine 2005 - 2006
JP Morgan Chase 2003 - 2004
JP Morgan Chase 2003 - 2004
MCI 1996 - 2001
Skills
Data Warehousing, RMAN, Data Modeling, Databases, Oracle, ETL, Database Design, Microsoft SQL Server, Oracle RAC, Data Migration, Database Administration, Business Intelligence, Disaster Recovery, ITIL, PL/SQL, Performance Tuning, Requirements Analysis, SDLC, SQL, SQL Tuning, Solaris
Education
Gujarat University 1989 — 1991
Masters, Computer Applications
Verizon Wireless January 2011 - Present
JP Morgan Chase November 2009 - January 2011
Speedway SuperAmerica LLC May 2008 - November 2009
Finlay Fine Jewelry September 2006 - April 2008
Education
Grand Valley State University 2005 — 2008
Management
Bay De Noc Community College 2001 — 2002
Business Administration
First Financial Bank February 2013 - Present
Butler Auto Group March 2012 - January 2013
JP Morgan Chase September 1999 - March 2012
Union Federal Savings Bank 1998 - 1999
Skills
Commercial Lending, Commercial Banking, Loans, Banking, Credit, Small Business Lending, Automotive
Education
Hanover College 1979 — 1982
Bachelor of Arts, Business
Corydon Central High School 1975 — 1978
US Department of the Treasury/Office of the Comptroller of the Currency June 2011 - Present
BNY Mellon 2008 - March 2011
HSBC Private Bank 2002 - 2008
JP Morgan Chase 1997 - 2002
Education
Gujarat University 1967 — 1971
Citi September 2011 - Present
BlackRock 2009 - 2011
Lower Manhattan Development Corporation 2005 - 2007
J.P. Morgan Chase & Co 1998 - 2005
JPMorgan Chase 1998 - 2005
JP Morgan Chase 1998 - 2005
Skills
Negotiation, Real Estate, Portfolio Management, Management Consulting, Asset Managment, Corporate Real Estate, Capital Markets, Program Management, Contract Negotiation, Budgets, Financial Analysis, Investment Banking, Strategic Planning, Banking, Mergers & Acquisitions, Risk Management, Business Continuity, Performance Management, Leadership, Management, Asset Management
Education
Harvard Business School 1989 — 1990
AMP
New York Law School 1970 — 1974
Doctor of Law (J.D.)
JPMorgan Chase & Co. November 2013 - Present
JPMorgan Chase January 2012 - November 2013
JP Morgan Chase 2006 - 2012
Showtime Networks 1999 - 2005
New York Power Authority September 1989 - March 1999
Skills
Strategy, Marketing Communications, Product Marketing, Marketing Strategy, Strategic Communications, Leadership, Sales, Internal Communications, Corporate Communications, Social Media, Media Relations, Digital Media, Public Relations, Strategic Partnerships, Crisis Communications, Integrated Marketing, Management, Direct Marketing, Strategic Planning, Marketing
Education
University of California, Los Angeles - The Anderson School of Management 2003 — 2004
Executive Leadership Development Program, NAMIC
Hampton University
BA, Communications
GE Capital April 2015 - Present
Citi January 2013 - April 2015
JPMorgan Chase October 2012 - December 2012
JPMorgan Chase October 2011 - September 2012
JPMorganChase January 2011 - September 2011
JP Morgan Chase 2006 - December 2010
Financial Crimes Enforcement Network 2003 - 2006
US Treasury 2001 - 2003
Williams & Connolly LLP 1998 - 2001
Choate, Hall & Stewart 1996 - 1998
Education
The University of Texas School of Law 1992 — 1995
JD
Hastings College 1988 — 1992
BA, Mathematics
De Lage Landen October 2009 - Present
TransUnion Settlement Solutions 2003 - Present
Cordance Technologies (TransUnion SSI) 2003 - Present
De Lage Landen 2009 - 2010
J P Morgan 1999 - 2003
JP Morgan Chase 1999 - 2003
Keane 1997 - 2003
Patni Computer Services 1994 - 1997
GE Capital VFS 1995 - 1996
Skills
Requirements Analysis, SOA, PMO, Software Project..., Software Development, Leadership, Program Management, SDLC, Enterprise Architecture, Business Analysis, Requirements Gathering, Business Intelligence, PL/SQL, Agile Methodologies, Resource Management, Vendor Management, Java Enterprise Edition
Education
Shivaji University 1984 — 1988
BE, Electronics
Harvard University
Harvard University
WMMV
Circuit City District ManagerCircuit City2006 - Present
JP Morgan Chase 2005 - Present
Education
Harper College 1985 — 1986
Independent Financial Services Contract Consultant January 2015 - Present
Rushbrooke Business Services, LLC. February 2013 - April 2015
Bank of America May 2013 - December 2013
Bank of America December 2011 - May 2013
DIVERSANT, LLC November 2010 - November 2011
Rushbrooke Business Services, LLC July 2009 - November 2010
JP Morgan Chase 2008 - 2009
Washington Mutual 2005 - September 2008
Wamu August 2001 - September 2005
Rushbrook, Inc. January 1991 - August 2001
Skills
Vendor Management, SDLC Project Manager, PMLC Project Manager, Technology Delivery..., Technology Project..., Operational Excellence, Performance Improvement, Performance Management, Mergers & Acquisitions, Program Management, Profit Maximization, Customer Profitability, Operations Management, Business Development, Retail Banking, Mortgage Servicing, Mortgage Banking, Credit, Data Center Management, Disaster Recovery, IT Outsourcing-Global &..., Management, Leadership, Project Management, Banking, Financial Services, Portfolio Management, Recruiting, Management Consulting, Infrastructure..., Strategy, Risk Management, Executive Management
Education
Hamilton University 1984 — 2003
BS & MBA, Business Admin. & Computer Science
Comverse March 2014 - Present
Bank of america March 2012 - March 2014
TD Bank April 2010 - March 2012
Computer Sciences Corporation August 2009 - April 2010
Educational Testing Services July 2006 - August 2009
Avenue A Razorfish August 2005 - July 2006
JP Morgan Chase March 2002 - August 2005
Trip Network April 2001 - March 2002
AIG March 2000 - March 2001
Skills
Java, SOA, Unix, SDLC, Enterprise Architecture, Requirements Analysis, E-commerce, Solution Architecture, Software Development, Software Project..., Software Engineering
Education
Gulbarga University 1988 — 1992
Bachelor’s Degree, computer sciences
C.S. Osborne & Co. March 2004 - Present
JP Morgan Chase September 2000 - February 2004
Empire State Development Corp March 1995 - May 1999
Education
Hamilton College 1990 — 1994
BA, Public Policy
Pingry
Sterling National Bank May 2015 - Present
First Capital September 2012 - May 2015
First Capital May 2011 - October 2012
Wells Fargo Bank, N.A. 2005 - December 2010
The CIT Group, Inc. 2001 - 2005
JP Morgan Chase 2000 - 2001
Heller Financial 1994 - 1999
Chemical Bank 1985 - 1994
Skills
Credit, Loans, Finance, Underwriting, Asset Based Lending, Account Management, Auditing, Credit Analysis, Portfolio Management, Financial Analysis, Credit Risk, Corporate Finance, Commercial Lending
Education
New York University - Leonard N. Stern School of Business 1989 — 1993
MBA, Finance
Harvard University 1981 — 1985
1985, Economics
Ashmore November 2008 - Present
Dolomite Capital Management April 2006 - Present
Dolomite Capital Management 2006 - Present
JP Morgan Chase 1995 - 2004
Price Waterhouse 1991 - 1993
Skills
Valuation, Hedge Funds, Alternative Investments, Fixed Income, Asset Management, Investment Banking, Portfolio Management, Capital Markets, Equities, Private Equity, Financial Reporting, Financial Modeling, Derivatives, Emerging Markets, Investment Management, Bloomberg, Investments, Due Diligence
Education
Hamilton College 1982 — 1986
Bachelor of Arts (B.A.), Government, Asian Studies
America School in Japan 1979 — 1982
Wells Fargo May 2014 - Present
JP Morgan Chase September 2009 - April 2014
Wells Fargo October 2008 - September 2009
Wells Fargo Bank May 2007 - October 2008
Skills
Commercial Lending, Equipment Financing, Commercial Real Estate, Working Capital..., Financing of Investor..., Franchise Purchase, Partner Buy-Outs, Financial Analysis, Financing for purchase..., Real Estate Financing, SBA 7a, SBA 504, Commercial Credit Cards, Construction Loans, Asset Based Lending, Credit, Business Credit, Loans, Finance, Cash Management, Lines Of Credit, Banking, Relationship Management, Sales, Loan Origination, Business Development, Small Business, Wealth Management, Direct Sales, Risk Management, New Business Development, Business Banking, Banking Relationships, Financial Structuring, Business Relationship..., Customer Retention, Private Banking, Deposits, Financial Risk, Branch Management, Investments, Commercial Banking
Education
Guru Nanak Dev University 1980 — 1984
Master of Science (MSc), Physics Honours
Kendriya Vidyalaya 1978 — 1980
10+2
JP Morgan Chase April 2002 - Present
Providian Financial January 2000 - April 2002
Education
Heald College 1999 — 2000
AA Degree, Business
Chase June 2014 - Present
JP Morgan Chase December 2008 - Present
Morgan Stanley Home Loans July 2005 - February 2008
Morgan Stanley April 2003 - June 2005
Morgan Stanley April 2000 - March 2003
Morgan Stanley April 1999 - March 2000
Morgan Stanley March 1994 - March 1999
Harris Bank March 1989 - March 1994
Skills
Loans, Underwriting, Financial Services, Customer Satisfaction, Credit Cards, Customer Service, Credit, Mortgage Lending, Banking, Credit Risk, Portfolio Management, Credit Analysis, Residential Mortgages, Mortgage Banking, Loan Origination, Consumer Lending
Education
Harper College 1983 — 1985
Finance
Norlight Inc March 2007 - January 2008
JP Morgan Chase April 2005 - March 2007
Enterprise Rent-A-Car April 2003 - March 2005
Education
Grand Valley State University 2010 — 2012
MIS of CIS, Computer Information Systems
Grand Rapids Community College 2008 — 2010
A.A., Computer Information Systems-Programming
Baker College 2000 — 2004
BBL, Business Leadership
JP Morgan Chase January 2015 - Present
Charles Schwab February 2013 - January 2015
Charles Schwab October 2009 - January 2013
High Point Bank & Trust June 2006 - December 2008
Primerica February 1998 - April 2006
Skills
Finance, Financial Analysis, Leadership, Management, Risk Management
Education
Hanover College
Bachelor of Arts, Communication
JPMorgan Chase Release ManagerJP Morgan ChaseDecember 2009 - March 2012
JP Morgan Chase January 2003 - December 2009
Bank of America 1987 - 2002
Bank of America (formerly Seafirst Bank), Seattle 1986 - 2002
Skills
SDLC, Visio, Business Analysis, Vendor Management, Process Improvement, PMO, COBOL, Banking, SQL, Integration, Software Documentation, Analysis, User Acceptance Testing, Software Project..., Testing, Project Management, Program Management, Business Intelligence, Disaster Recovery, Change Management, Agile Methodologies, MS Project, Requirements Analysis
Education
Green River Community College 1984 — 1987
JP Morgan Chase February 2003 - September 2008
Circuit City June 2002 - February 2003
Circuit City 2002 - 2003
Education
Hampton University 1998 — 2002
BS, Marketing
Wells Fargo Bank April 2011 - October 2014
Wells Fargo 2009 - April 2011
Wells Fargo Bank September 2005 - March 2009
Detroit Commerce Bank 2004 - 2005
JP Morgan Chase 2000 - 2005
National City Bank of Michigan/Illinois 1999 - 2000
Skills
Capital Markets, Credit, Due Diligence, Finance, Credit Analysis, Loans, Portfolio Management, Real Estate, Underwriting
Education
Walsh College 2002 — 2004
MSF, Finance
Grand Valley State University 1995 — 1999
BAS, Major in Economics and minor in Legal Studies
Union Bank July 2015 - Present
Union Bank July 2014 - July 2015
Epsilon June 2011 - July 2014
Encore Capital Group 2006 - December 2010
JP Morgan Chase 2001 - 2006
Netcentives 2000 - 2001
Washington Mutual, Inc. 2000 - 2001
Providian Financial 1998 - 1999
Bickel & Brewer 1997 - 1998
Skills
Financial Modeling, Mergers, Analytics, Valuation, Business Development, Corporate Finance, Financial Analysis, Management Consulting, Strategy, Business Analysis, Business Strategy, Data Analysis, Due Diligence, Start-ups, Business Intelligence, Portfolio Management, Product Management, Strategic Planning, Market Research, Data Warehousing, Marketing, Mergers & Acquisitions, Talent Management, Leadership, Competitive Analysis, Finance, Financial Services
Education
Harvard University 2011 — 2012
Masters, Finance
The University of Texas at Austin 1995 — 1997
BSBA, Accounting
Wells Fargo December 2013 - Present
Great Western Bank September 2008 - November 2013
Mercantile Bank of Michigan November 2004 - July 2008
JP Morgan Chase January 2002 - November 2004
Skills
Commercial Lending, Banking, Credit, Loans, Finance, Commercial Banking, Portfolio Management, Financial Analysis, Credit Analysis, Cash Management, Small Business Lending
Education
Grand Valley State University 1997 — 2001
Bachelor's, Finance
JP Morgan Chase November 2009 - Present
JPMorgan Chase 2007 - 2009
JPMorgan Chase June 2003 - August 2007
Skills
Loans, Credit, Commercial Lending, Banking, Commercial Banking, Financial Modeling, Credit Risk, Financial Analysis, Credit Analysis
Education
Grand Valley State University 2005 — 2007
MBA, General Business
Grand Valley State University 1999 — 2003
Bachelors, Double major - Finance and Ops Mgt
Phipps Houses 2008 - Present
Neighbors Helping Neighbors 2005 - 2013
Bell House / Union Hall 2005 - 2010
The Hudson Companies 2004 - 2008
New York State Housing Finance Agency July 1996 - April 2004
JP Morgan Chase August 1993 - July 1996
JPMorgan Chase 1993 - 1996
The Development Fund January 1991 - May 1993
NYC Department of Housing Preservation & Development August 1989 - December 1990
Skills
Real Estate Development, Affordable Housing, Nonprofits, Community Development, Real Estate Economics, Real Estate, Management
Education
University of California, Berkeley, Haas School of Business 1991 — 1993
MBA, Real Estate
Harvard University 1985 — 1989
BA, Social Studies
UBS Wealth Management January 2012 - Present
JP Morgan Chase October 2004 - February 2011
JP Morgan Chase January 2003 - October 2004
JPMorgan Chase January 2002 - January 2003
Education
Hamilton College 1982 — 1986
BA, Economics
JP Morgan Chase 2002 - Present
SC Army National Guard - 133rd Military Police Company 1991 - Present
ESAB Welding and Cutting 2000 - 2001
BB&T - Agency Technologies 1998 - 2000
Florence District One 1991 - 1998
Skills
Operations Management, IT Management, Process Flow, Process Improvement, Problem Solving, Supervision, Troubleshooting, Networking, Risk Management, Training, Hardware, Technical Support, Network Security, Analysis, Human Resources, Banking, Budgets, Military, Program Management, Security, Cross-functional Team..., Team Leadership, Business Process..., Leadership, Software Documentation
Education
Grantham University 2001 — 2004
BA, Business Administration
College of Charleston 1989 — 1991
Chicago City College (via US Navy) 1987 — 1989
Associate's degree, Business Administration
SRS Acquiom September 2015 - Present
JP Morgan Chase February 2011 - June 2015
JPMorgan Chase February 2009 - February 2011
Citigroup 2004 - 2008
Citigroup 2000 - 2004
Lehman Brothers 1997 - 2000
Peregrine Fixed Income, New York and Hong Kong 1995 - 1997
Lehman Brothers 1988 - 1995
Skills
Fixed Income, Capital Markets, Investment Banking, Emerging Markets, Trading, Leveraged Finance, Loan Origination, Money Market, Securities, Portfolio Management, Investments, Asset Management
Education
Harvard Business School 1986 — 1988
MBA, Masters in Business Administration
Oberlin College 1980 — 1984
Bachelor of Arts (B.A.), Honors in Economics
Federal Home Loan Bank February 2013 - Present
JP Morgan Chase June 2009 - June 2012
HSBC 1995 - 2009
HSBC March 1990 - January 2006
Skills
Retail Banking, Credit, Mortgage Lending, Credit Risk, Banking, Mortgage Servicing, Investor Reporting, Records Management, Management, Operations Management
Education
Harper College
in progress, Business Management
Banc of America Leasing May 2010 - Present
RBS Asset Finance February 2008 - May 2010
Merrill Lynch Capital August 2003 - February 2008
AT&T Capital November 1997 - August 2003
JP Morgan Chase 1988 - 1992
Education
Greenville College
BS, Education
AmTote International November 2013 - Present
OneMain Financial/CitiFinancial March 2002 - November 2013
JP Morgan Chase May 2010 - October 2010
Chrysler January 1997 - January 2002
Skills
Financial Analysis, Essbase, Financial Modeling, Forecasting, Corporate Finance, Financial Reporting, Hyperion, Strategic Planning, Budgeting, Compliance, Excel, Business Analysis, Cognos, Pricing, Internal Audit, P&L Management, Variance Analysis, Risk, Financial Planning, PowerPoint, P&L, Financial Forecasting, Finance, Budgets, Financial Risk, Managerial Finance, Strategic Financial...
Education
Loyola College in Maryland 2006 — 2012
Master of Business Administration (MBA), Finance, General
Grand Valley State University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Marketing
JP Morgan Chase June 2014 - Present
Delta Risk LLC September 2007 - June 2014
Finanical Services Roundtable September 2010 - December 2011
ICANN 2007 - 2010
Operations Group USAF Information Warfare Center 2005 - 2007
National Security Council White House 2002 - 2005
23d Information Operations Squadron, Kelly AFB, TX 2000 - 2003
Skills
Strategy, Computer Forensics, Computer Security, Risk Management, Government, Vulnerability Assessment, Intelligence Analysis, Security, Military, Penetration Testing, Thought Leadership, DoD, Security Clearance, National Security, Intelligence, International Relations, Information Security..., Air Force, Network Security, CISSP, Team Leadership, Defense, Information Assurance, Information Security, Policy
Education
Fletcher School of Law and Diplomacy, Tufts University 1995 — 1998
PhD, International Security
Harvard University Kennedy School of Government 1984 — 1986
Maters of Public Policy, International Relations and Affairs
US Air Force Academy 1980 — 1984
Bachelor of Science (BS), Military History & International Affairs
Siemens Industry US March 2013 - Present
Oshkosh Corporation September 2010 - November 2012
JP Morgan Chase October 2006 - August 2010
NNR Global Logistics USA December 2004 - October 2006
Vanguard (USA) Inc. January 2004 - December 2004
Quantum Resources June 2002 - August 2003
Grand Valley State University August 2001 - May 2002
Skills
Microsoft Excel, Customer Service, Outlook, Access, Japanese, Computer Hardware, Microsoft Office, Microsoft Word, Process Improvement, Inventory Management, Teamwork, Budgets, Software Documentation, Data Analysis, Management
Education
Wayne State University 2009 — 2010
Grand Valley State University 1998 — 2002
BBA, International Business
JPMorgan Chase Vice PresidentChase Manhattan Corporation1984 - Present
The Chase Manhattan Bank 1984 - Present
JP Morgan Chase 1984 - Present
Skills
Middle Office, Equities, Portfolio Management, Consumer Lending, Loans, Mortgage Lending, Commercial Lending, Derivatives, Banking, Risk Management, Series 63, Fixed Income, Small Business Lending, Series 7, Financial Services, Securities, Credit
Education
Haverford College 1977 — 1981
B.A., Philosophy
Goldman Sachs February 2012 - Present
JP Morgan Chase November 2009 - February 2012
Abilene Teachers Federal Credit Union August 2007 - November 2009
Hardin-Simmons University October 2005 - July 2007
Education
Hardin-Simmons University 2005 — 2009
BBA, Finance, Management
JP Morgan Chase September 2009 - Present
Hsbc June 2001 - September 2009
Skills
Banking, Credit, Mortgage, Loans, Mortgage Lending, Loan Origination, Consumer Lending, Investments, Relationship Management, Leadership, Commercial Banking, Residential Mortgages, Sales, Refinance, Mortgage Banking, Investment Properties, Real Estate, Credit Risk, Insurance, FHA financing, Commercial Lending, Portfolio Management, Credit Analysis, Loss Mitigation, FHA, Financial Risk, Retail Banking, USDA, Cross Selling, Lines Of Credit, Small Business Lending, Risk Management, Underwriting, First Time Home Buyers, Sales Management, Finance, Financial Services, Commercial Mortgages, Mortgage Underwriting, VA loans
Education
Marquette University 2005 — 2005
Leadership
Grove City College 1997 — 2001
BS, Business Management
JP Morgan Chase 1998 - Present
C2I, LLC 2007 - 2010
The Saranow Company 1998 - 2003
Legg Mason 2000 - 2002
UMWA Health and Retirement Funds 1978 - 1985
Skills
Investments, Private Equity, Asset Management, Securities, Corporate Finance, Alternative Investments, Equities, Financial Modeling, Portfolio Management, Capital Markets, Venture Capital, Wealth Management, Financial Analysis, Due Diligence, Fixed Income, Financial Services
Education
Harvard Business School
MBA
Vassar College
BA, Mathematics
Parentgiving August 2012 - Present
JP Morgan Chase July 2010 - August 2012
Rutgers University School of Communication and Information March 2010 - June 2010
Embeem October 2009 - January 2010
Open source creations August 2008 - October 2009
Aditech Infosys January 2008 - July 2008
Rangam InfoTech August 2007 - December 2007
Amul Dairy December 2004 - May 2005
Skills
PHP, CSS, .NET, Joomla, Mootools, Komodo, SQL, JavaScript
Education
Gujarat University 2005 — 2008
Master's degree, Computer Science
DDIT 2002 — 2005
Bachelor's degree, Computer Science
JP Morgan Chase April 2011 - Present
National City Mortgage 2006 - 2010
Education
Grand Valley State University 1999 — 2004
Bachelor of Science, Advertising, Public Relations
Microsoft July 2012 - Present
Microsoft August 2011 - June 2012
University of Virginia August 2008 - May 2012
JP Morgan Chase June 2011 - August 2011
United States Department of Treasury May 2010 - November 2010
United States Department of Treasury June 2009 - December 2009
Skills
Java, Data Analysis, Microsoft Office, SQL, SharePoint, HTML, Microsoft Excel, R, C++, Business Analysis, Analysis, Statistics, Matlab, PowerPoint, Databases, Program Management, Visio, Windows, Software Development, PHP
Education
University of Virginia 2015 — 2016
Master of Science (M.S.), Management of Information Technology
Harvard Business School 2015 — 2015
HBX Core: Credential of Readiness
University of Virginia 2008 — 2012
Bachelor of Science (B.S.), Systems Engineering, Economics, Statistics
Integrated Revenue Solutions March 2014 - Present
Wells Fargo Securities March 2012 - Present
JP Morgan Chase February 2010 - October 2010
ST Aerospace Mobile, Inc. February 2008 - February 2010
Bank of America July 2006 - September 2007
Skills
Financial Analysis, Financial Modeling, MS Office Suite, SAP, SQL, Financial Reporting, Technical Analysis, Derivatives, Budgeting, Mergers, Quantitative Analysis, Portfolio Management, MS Access, MS Excel, Access, Forecasting, Analysis, Microsoft Excel, Accounting, Mergers & Acquisitions, Microsoft Office, Budgets, Quantitative Analytics, Finance, Management
Education
University of Baltimore (Merrick School of Business) 2010 — 2012
MS in Finance, Finance
Guru Gobind Singh Indraprastha University 2003 — 2007
BBA in Finance, Business Administration
American Capital July 2013 - Present
The Meadows 2014 - Present
AAIPharma Services & Cambridge Major Laboratories 2014 - Present
ECA Medical Instruments 2014 - Present
Relativity Capital July 2010 - June 2013
The Carlyle Group August 2006 - June 2008
JP Morgan Chase July 2004 - June 2006
Education
Harvard Business School 2008 — 2010
MBA, General Management
Princeton University 2000 — 2004
Mchenry Savings Bank September 2014 - Present
BMO Harris Bank January 2014 - August 2014
53 Bank Corp August 2012 - October 2013
J.P Morgan chase March 2011 - June 2012
Skills
Team Management, Customer Retention, BSS, Customer Satisfaction, MIS, Teamwork, Soft Skills, Telecommunications, Vendor Management, Team Leadership, Performance Management, Performance Appraisal, Retail Banking, Management, Financial Statement..., Commercial Lending, Credit Analysis, Loans, Asset Based Lending, Home Equity Lines of..., Credit Management, Portfolio Management, Analysis, Finance, Banking, Mortgage Lending
Education
Hamdard University 2005 — 2008
mba, Accounting and HRM, 3.0
Haverford College October 2009 - Present
JP Morgan Chase 2011 - 2011
ST. EDWARDS CHURCH January 2007 - January 2009
Education
Haverford College 2008 — 2012
Haverford College
Bachelor of Arts, Economics
SYOSSET HIGH SCHOOL
JPMorgan Chase 2014 - Present
JP Morgan Chase 2011 - 2013
Next Jump 2010 - April 2011
BNY Mellon 2005 - 2010
Willkie Farr & Gallagher LLP 2000 - 2005
Skills
Litigation, Mortgage Banking, Corporate Governance, Corporate Law, Legal Research, Mortgage Servicing, Legal Writing, Commercial Litigation
Education
Harvard Law School 1997 — 2000
J.D.
Yale University 1991 — 1995
B.A., History
Cardinal Spellman
I Want That Look LLC October 2012 - Present
Music Loves Math (NGO) 2011 - Present
Ghartey Curations 2011 - Present
GH Brothers February 2009 - 2013
JP Morgan Chase 1995 - 2008
Skills
Music, Equities, Hedge Funds, Investments, Derivatives, Trading, Social Media, Business Strategy, Nonprofits, Management, Options, Entrepreneurship, Securities, Financial Modeling, Start-ups, Strategic Planning
Education
Harvard University 1991 — 1995
Applied Mathematics
lawrence
lawrence school
lawrence school
lawrence school
lawrence school
Summit Healthcare April 2014 - Present
Liposome Labs July 2010 - January 2014
TailorMade Cabinets, LLC July 2006 - August 2010
JP Morgan Chase January 1999 - July 2006
Roadway Packaging Systems April 1996 - November 1998
Skills
Access, Analysis, Management, Project Management, Financial Analysis, Finance, PowerPoint, Policy, Microsoft Word, Testing, Process Improvement, Operations Management, Team Building, Leadership, Customer Service, Strategic Planning, Budgets, Microsoft Excel, Team Leadership, Coaching, Business Analysis, Microsoft Office, Financial Services, Vendor Management, Visio, Risk Management, Credit, Russian, Payroll, Inventory Management, Sales, Change Management, Forecasting, Training
Education
Grand Canyon University 2009 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
University of Arizona 1996 — 1997
BA, Russian, Political Science
Sonenshine Partners December 2014 - Present
Travel Sabbatical February 2014 - August 2014
Ares Management June 2013 - December 2013
Morgan Stanley July 2011 - May 2013
Citigroup July 2010 - September 2010
JP Morgan Chase April 2010 - June 2010
Skills
Equities, Bloomberg, Financial Analysis, Private Equity, Investments, High Yield, Corporate Finance
Education
The London School of Economics and Political Science (LSE) 2009 — 2010
MSc, International Relations
Harvard University 2005 — 2009
BA, Government
Lycee International St Germain en Laye 2002 — 2005
Bac OIB, ES
Guardian Analytics August 2014 - Present
The Wine Group July 2011 - August 2014
Pacific Medical Inc January 2011 - July 2011
JP Morgan Chase March 2009 - June 2010
Washington Mutual, Inc. November 2005 - March 2009
Skills
Auditing, Banking, Branch Banking, Customer Service, Finance, Financial Risk, Management, Microsoft Excel, Retail Banking, Training, Credit, Process Improvement, Financial Services
Education
Heald College 2003 — 2005
Associate degree, Accounting\Business Managemnt
Staffing Technical Services, Inc. January 2006 - Present
JP Morgan Chase September 1992 - January 2006
Skills
Full-life Cycle..., Technical Recruiting, Petrochemical, Corporate Recruiting, Gas, Headhunt, Engineering, Instrumentation, Contract Recruitment, Petroleum, Internet Recruiting, Talent Acquisition, Piping, Project Management, Screening Resumes, Manufacturing, Interviews, Onboarding, International..., Applicant Tracking..., Sourcing, Staffing Services, Permanent Placement, Recruiting, EPC, Electricians, RPO, Nuclear, Energy Industry, Engineering Design, Refinery, LNG, Oil & Gas Industry, Mining, Oil/Gas, Pipelines, FEED, Human Resources, Engineers, Candidate Generation, Process Engineering, Offshore Drilling, FPSO, Microstation, Downstream Oil & Gas, Project Control, Upstream, Energy, P&ID, Onshore
Education
Harper College
Exotix Ltd September 2003 - Present
TLG Capital June 2013 - Present
White Oak March 2013 - Present
JP Morgan Chase 2000 - 2002
Skills
Fixed Income, Emerging Markets, Hedge Funds, Equities, Special Situations, Asset Management, Africa, Bonds, Alternative Investments, Capital Markets, Investments, Valuation, Portfolio Management
Education
HEC Paris
MSc International Management CEMS
The London School of Economics and Political Science (LSE)
MSc Management
Currently Retired 2003 - Present
TXU 2001 - 2003
Arizona Public Services (APS) 1997 - 1998
JP Morgan Chase 1993 - 1997
US Army 1986 - 1989
Education
Harvard University, John F. Kennedy School of Government 1989 — 1991
MPP, Tech Policy
Haverford College 1983 — 1984
New York University
St. Pauls School (Garden City,NY)
Nordstrom January 2013 - Present
Nordstrom June 2012 - Present
Nordstrom May 2011 - Present
JP Morgan Chase September 2008 - November 2009
Washington Mutual, Inc. January 2002 - September 2008
Entellic Corporation May 1999 - January 2002
Skills
Leadership, Process Improvement, Management, Project Management, Training
Education
Green River Community College 1973 — 1974
General
Javco August 2011 - Present
Javco Trailer 2011 - 2013
JP Morgan Chase 2009 - 2011
Skills
Research, Operations Management, Contract Negotiation, Administration, Financial Analysis, Analysis, Strategic Planning, Financial Modeling, Business Analysis, Strategy, Management, Business Strategy
Education
HEC Paris 2013 — 2015
Master of Business Administration (MBA), Strategy, 3.75 out of 4.00
The Hebrew University 2009 — 2009
Ulpan, Hebrew
Marquette University 2004 — 2008
Bachelor’s Degree, Dual major in Finance and International Business with a Spanish minor, 3.77 out of 4.00
Tower Bank & Trust Co. July 2007 - Present
JP Morgan Chase May 2003 - June 2007
Three Rivers Federal Credit Union March 2002 - April 2003
Valley National Bank of Arizona June 1982 - January 2002
Skills
Mortgage Lending, Credit, Banking, Commercial Lending, Loans, Small Business Lending, Credit Analysis, Financial Analysis, Cash Management, Risk Management, Finance, Wealth Management, Strategic Planning, Investments, Customer Service, Strategic Financial..., Team Building, Relationship Management, Financial Risk, Budgets
Education
American Institute in Banking 2005 — 2006
Certification, Analyzing financial statement
Indiana University—Purdue University Fort Wayne 2004 — 2006
Business
In House Training Valley Nat'l Bank 1984 — 1989
Banking and Finance
Grand Canyon University 1975 — 1977
Business Administration
Phoenix College 1964 — 1970
Business Administration
Braemar Energy Ventures 2004 - Present
JP Morgan, Chase 1966 - 2001
Skills
Project Finance, Banking, Venture Capital, Due Diligence, Mergers & Acquisitions, Financial Modeling, Investment Banking, Private Equity, Capital Markets, Valuation
Education
Harvard University 1957 — 1961
B.A. Cum Laude, European History
JP Morgan Chase May 2011 - Present
St. Mark's Episcopal Church September 2007 - Present
Jimmy John's August 2008 - May 2011
Opera Grand Rapids 2008 - 2011
Grand Valley State University September 2008 - April 2010
Education
Grand Valley State University 2006 — 2010
Bachelors of Music, Music Performance
JP Morgan Chase May 2004 - Present
Credit Suisse September 1997 - May 2004
Citibank, Argentina March 1996 - August 1997
Education
Harvard College 2006 — 2007
Executive MBA in Capital Markets, Capital Markets
JP Morgan Chase July 2011 - Present
JPMorgan Chase January 2010 - July 2011
JPMorgan Chase October 2008 - January 2010
Skills
Risk Management, Asset Managment, Portfolio Management, Analysis, Valuation, Commodity Markets, Credit, Derivatives, Due Diligence, Microsoft Excel, PowerPoint, Bloomberg, Endur, Compliance, Strategic Planning, Fast Learner, Adaptability, Operational Efficiency, Collaboration, Problem Solving, Presentations, Interpersonal Skill, Foreign Languages, Oral & Written..., Proactive self-starter, Series 7, Series 6, Series 63, Life & Health Insurance...
Education
Hamilton College 2002 — 2006
Bachelor's degree, Cultural Anthropology
University of East Anglia 2005 — 2005
Thirty-One Gifts May 2012 - Present
JP Morgan Chase September 2009 - October 2010
Bradco Supply Wickes Lumber May 2006 - December 2007
Education
University System of Maryland, Hagerstown 2012 — 2015
Bachelor of Science (B.S.), General Management, Small Business/Entrepreneurship
Hagerstown Community College 2010 — 2012
Associate of Science (A.S.), Business Administration
Hagerstown Community College 2010 — 2012
Associate of Applied Science, Management
jp morgan chase 2010 - 2012
Morgan Stanley January 2002 - November 2010
Skills
Data Modeling, Data Analysis, Database architecture, Functional Analysis, Perl Script, Program Delivery..., Relational Databases, Database Design, ETL
Education
Punjab Technical University 1987 — 1988
Master of Science (M.Sc.), Mathematics
Guru Nanak Dev University 1982 — 1986
Mathematics and Computer Science
AAA March 2010 - Present
Outback Steakhouse December 2009 - March 2010
JP Morgan Chase February 2009 - February 2010
Skills
Multi Tasking, Multi-line Phone, Microsoft Office, Customer Service, Customer Satisfaction, Communication, Interpersonal..., Data Entry, 10 Key
Education
Western Michigan University 2006 — 2008
Bachelor of Arts (B.A.), Organizational Communication, General
Grand Valley State University 2004 — 2006
no degree, Photography