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
PreCheck October 2005 - Present
JP Morgan Chase 1992 - 2005
Skills
Customer Relations, Product Management, International Banking..., User Acceptance Testing, Instructor-led Training, Process Improvement, Business Analysis, Vendor Management, Salesforce.com, Customer Service, Requirements Analysis, Business Development, Healthcare, Team Building
Education
University of Houston
Houston Community College
Associate of Arts (A.A.), Business
JP Morgan Chase 2005 - Present
JPMorgan Chase 2005 - 2006
Hyatt Regency Columbus Ohio 1999 - 2000
Skills
Finance, Management, Analysis, Banking, Business Analysis, Customer Service, Leadership
Education
Hocking College 1998 — 1999
IUTE
Degree in Travel and Tourism
JPMorgan Chase & Co. October 2013 - Present
JPMorgan Chase & Co. August 2012 - October 2013
JP Morgan Chase January 2011 - August 2012
JPMorgan Chase September 2008 - 2011
JPMorgan Chase January 2004 - September 2008
JPMorgan Chase January 1997 - December 2003
Education
Hofstra University 1983 — 1986
BS, Marketing
HomeWay Mortgage August 2015 - Present
Westbound Bank June 2014 - August 2015
Cadence Bank, N.A. October 2013 - June 2014
Cadence Bank, N.A. June 2011 - June 2014
Sterling Bank February 2007 - May 2011
JP Morgan Chase 1997 - 2004
Skills
Loans, Commercial Banking, Banking, Commercial Lending, Credit, Small Business Lending, Credit Analysis, Lines Of Credit, Mortgage Lending, Retail Banking, Consumer Lending, Loan Origination, Underwriting, Portfolio Management, Commercial Mortgages, Financial Analysis, Risk Management, Credit Risk, Loan Servicing, Mortgage Banking, Asset Based Lending, Financial Risk, Treasury Management, Relationship Management, Financial Services, Capital Markets, Cash Management, Cross Selling, SBA
Education
Houston Community College
Katy High School
University of St Thomas
DocuTech December 2012 - Present
JP Morgan Chase May 2011 - December 2012
Lender Processing Services, Inc. (LPS) April 2010 - May 2011
Lydian Technology Group December 2006 - April 2010
Bank of America August 1997 - November 2006
Alltel Information Services 1995 - 1997
Skills
SDLC, Business Analysis, Business Requirements, Visio, Process Improvement, Requirements Analysis, Requirements Gathering, Vendor Management, Software Documentation, Data Warehousing, Business Process..., Banking, Risk Management
Education
Hofstra University 1981 — 1985
BA, Accounting/Banking
AJT Mobility Inc dba 101 Mobility Long Island March 2013 - Present
BGC Partners August 2005 - April 2013
Bluefield Securities April 2004 - June 2005
JP Morgan Chase July 1990 - March 2004
Skills
Business Development, Sales, Start-ups, Customer Service, Credit, New Business Development, Business Strategy, Leadership, Sales Management, Team Building, Management, Marketing Strategy
Education
Hofstra University
Bachelor of Business Administration (B.B.A.), Banking & Finance
Northwestern Mutual December 2014 - Present
Northwestern Mutual August 2014 - November 2014
Northwestern Mutual January 2014 - August 2014
Waterstone Mortgage Corporation September 2013 - January 2014
JP Morgan Chase September 2013 - September 2013
JP Morgan Chase February 2010 - August 2013
Henry Schein November 2010 - January 2011
Wells Fargo Home Mortgage January 2007 - February 2010
Skills
Credit, Financial Analysis, Negotiation, Customer Service, Finance, Team Building, Cold Calling, Banking, Risk Management, Microsoft Word, PowerPoint, Call Center, Accounting, Customer Satisfaction, Financial Services, Coaching, Accounts Receivable, Mortgage Lending, Underwriting, Loans, Account Management, Financial Risk, Due Diligence, Relationship Management, Account Reconciliation, Short Sales, Mortgage Servicing, Mortgage Banking, Loss Mitigation, Default, FHA, USDA, Foreclosures, Investors, Portfolio Management, Microsoft Office, Customer Retention, Credit Analysis, Mortgage Underwriting, Real Estate, Training, Loan Servicing, Government Loans, Small Business, HUD, Loan Modifications, Employee Training, Time Management, Real Estate Transactions, Credit Risk
Education
FHA Mortgage University 2012 — 2012
Certificate in FHA/VA Underwriting & DE, Mortgage Underwriting
North Division High School 1987 — 1991
Diploma, General Studies
Herzing University-Brookfield
Associate of Science in Business a Management, Business Administration and Management, General
American Investment Services, Inc. March 2005 - Present
JP Morgan Chase January 2002 - March 2005
JP Morgan Chase January 1999 - January 2002
Education
Hofstra University 1990 — 1992
BBA, Business
Mercy College
Graduate Studies, Education
ServiceNow - The Enterprise IT Cloud Company August 2013 - Present
BMC Software July 2011 - August 2013
DealerTrack 2007 - July 2011
DealerTrack 2006 - 2007
DealerTrack 2000 - 2006
JP Morgan Chase 1998 - 2000
Skills
IT Service Management, ITIL, Service Desk, IT Management, Change Management, Enterprise Architecture, Disaster Recovery, Data Center, Process Improvement, SaaS, Infrastructure, VMware, Vendor Management, Security, Software Development, Cloud Computing, Information Technology, Management, Networking, Architecture, Service Delivery, Integration, Network Administration, Enterprise Software, SDLC, Operating Systems, IIS, Technical Support, Performance Tuning, CMDB, Software Documentation, BMC Patrol, BMC Remedy, Virtualization, Architectures, Pre-sales, Solution Architecture, Unix
Education
Hofstra University 2000 — 2004
MBA, Business Computer Information Systems
Hofstra University 1994 — 1998
Bachelor of Science, Major: Mathematics, Minor: Computer Science
Archbishop Molloy H.S. 1990 — 1994
JP Morgan Chase October 2010 - Present
Bank of America April 2009 - September 2010
Countrywide Mortgage May 2008 - April 2009
Washington Mutual July 2006 - February 2008
Washington Mutual June 2004 - July 2006
Washington Mutual July 2002 - June 2004
Dime 1997 - 2000
Skills
Banking, Credit, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Real Estate, Underwriting, Credit Analysis, FHA, Leadership, Refinance, Residential Mortgages
Education
Hofstra University 1989 — 1991
BBA, Business Management
Nassau Community College 1986 — 1989
AS, Business Administration
Starbucks August 2011 - Present
Costco Wholesale October 2010 - July 2011
Highline Community College January 2010 - March 2010
JP Morgan Chase December 2008 - December 2009
Washington Mutual August 2005 - December 2009
WaMu August 2005 - December 2009
Washington Mutual Bank August 2005 - December 2009
Expeditors International January 2005 - August 2005
Nordstrom April 1996 - May 2003
Legent December 1992 - June 1995
Skills
JCL, COBOL, SQL, ISPF, BMC Patrol, Assembler, Quest vWorkspace, DB2, Mainframe, z/OS, MVS, CICS, Data Warehousing
Education
Madison Area Technical College 1980 — 1983
Associate, Data Processing
Highline Community College
JPMorgan Chase January 2011 - Present
JPMorgan Chase January 2011 - Present
JP Morgan Chase 1987 - Present
JPMorganChase 1987 - Present
JPMC 1987 - 2010
Education
Hofstra University
BS, Computer Science
TransRe January 2015 - Present
Enterprise Engineering Inc. June 2014 - October 2014
Citigroup 2011 - 2014
Credit Suisse 2009 - 2011
Farley Capital L.P. 2007 - 2009
JP Morgan Chase 2004 - 2007
Business Information Services, Inc. 2003 - 2004
Societe Generale 1996 - 2002
Salomon Brothers 1985 - 1996
Skills
Trading, Electronic Trading, Management, Quality Assurance, Testing, Back Office, Fixed Income, Derivatives, Equities, Investment Banking, Capital Markets, Hedge Funds, Trading Systems, Business Analysis, Vendor Management, Financial Services, Securities, Risk Management
Education
Hofstra University
BS
New York University - Leonard N. Stern School of Business
MBA
SunGard August 2013 - Present
JP Morgan Chase November 2010 - July 2013
Alico, an AIG subsidiary August 2008 - October 2010
American General Life Companies 2001 - 2008
VALIC and AIG Annuity January 1999 - September 2001
Skills
Talent Management, Succession Planning, Performance Management, Employee Engagement, Talent Acquisition, Leadership Development, Employee Relations, Organizational..., Organizational..., Workforce Planning
Education
Houston Baptist University
MS, Human Resource Management
The University of Texas at Austin
BA, Biology, Chemistry
Signature Bank November 2011 - Present
Herald National Bank October 2008 - September 2011
State Bank of Long Island February 2006 - November 2008
JP Morgan Chase 2003 - February 2006
Skills
Banking, Commercial Banking, Portfolio Management, Small Business, Commercial Lending
Education
Hofstra University 1999 — 2003
Sixth Gear Solutions 2007 - 2008
JPMorgan Chase 2004 - 2007
JP Morgan Chase 1985 - 2006
J.P. Morgan Chase, Chase Auto Finance 1998 - 2004
JPMorgan Chase 1986 - 1998
Skills
Visio
Education
Hofstra University 2009 — 2009
PM Certification, Project management
New York University 1983 — 1983
Certification, Data Processing
LIU Post 1976 — 1979
BA, Politcal Science
Graphic Designer - self employed October 2013 - Present
Royal Bank of Scotland September 2012 - May 2014
JP Morgan Chase January 2007 - September 2012
Skills
Credit, Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Residential Mortgages, Mortgage Underwriting, FHA, Refinance, Credit Analysis, FHA financing, Credit Risk, Consumer Lending, Government Loans, Home Equity Loans, Retail Banking, Risk Management, Finance, Financial Analysis, Real Estate, Investment Properties, First Time Home Buyers, Analysis, Underwriting, Mortgage Servicing, Financial Risk, Real Estate Economics, Home Equity Lines of..., Commercial Lending, USDA, VA loans, Banking, Financial Services, Real Estate Financing, Rates, Real Estate Transactions, Lines Of Credit, Operational Risk, Operational Risk..., Credit Scoring, Appraisals, Risk Analysis, VA Loans, FHA Financing
Education
Hofstra University 2001 — 2005
Bachelor's degree, Accounting
Huntington National Bank March 2015 - Present
Wells Fargo Advisors May 2013 - March 2015
JPMorgan Chase January 2012 - May 2014
J.P. Morgan January 2011 - January 2012
JP Morgan Chase June 2010 - January 2011
Chanel project at Teleperformance February 2008 - March 2010
Skills
Mortgage Servicing, Internet Banking, Collections, Data Analysis, Automotive, Marketing, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft SQL Server, Retail Banking, Retail, Management, Sales, Customer Service, Leadership, Loans, Finance, Negotiation, Team Building, Mortgage Lending, Mortgage Banking, Time Management, Credit, Sales Management, PowerPoint, Strategic Planning, Analysis, Social Media, CRM, Banking, Financial Services, Business Development, Financial Analysis, Customer Retention, Public Speaking, Training, Insurance, Investments, Portfolio Management, Risk Management, Strategy, Access, Event Planning, Advertising, Underwriting, Loan Origination, Process Improvement, Credit Analysis
Education
Hondros College of Business 2015 — 2015
Insurance
The Ohio State University 2009 — 2015
Bachelor of Business Administration (B.B.A.), International Business
New Albany high school 2004 — 2008
Diploma, General Studies
Core Laboratories January 2015 - Present
Hyperdynamics Corporation August 2011 - December 2014
Marathon Oil Corporation September 2007 - September 2011
MD Anderson Cancer Center June 2005 - September 2007
JP Morgan Chase 1997 - 2005
JPMorgan Chase 1997 - 2004
Skills
Human Resources, Recruiting, Payroll, Management, Talent Management, Policy, Process Improvement, Succession Planning, Workforce Planning, Global Compensation and..., Legal Compliance, Global Talent..., Employee Retention, Expat Relocation, Management Coaching, International Leadership, Strategic HR Planning, Project Management, Onboarding, Compensation
Education
Houston Baptist University 2005 — 2007
MA, Psychology
University of Houston
BS, Psychology
Salesforce May 2015 - Present
Deloitte August 2012 - May 2015
Bluewolf September 2011 - August 2012
Information Control Corporation March 2011 - September 2011
JPMorgan Chase 2005 - March 2011
JPMorgan Chase 2004 - 2005
JP Morgan Chase 2002 - 2004
Skills
Vendor Management, Change Management, Risk Management, Data Analysis, Customer Service, Gap Analysis, Mortgage Servicing, Team Building, Process Improvement, Business Analysis, Business Requirements, Requirements Gathering, Program Management, Agile Project Management, SaaS, Client Development, Salesforce.com, Business Relationship..., World Class Customer..., Service Cloud, Cloud Computing, Leadership, Project Management, Enterprise Software
Education
Houghton College 1994 — 1996
First Community Credit Union June 2013 - Present
Alliant Credit Union May 2012 - May 2013
J P Morgan Chase Bank 2010 - 2011
Amegy Bank of Texas 2008 - 2009
Whitney National Bank 2004 - 2008
JP Morgan Chase 1999 - 2004
Chase Bank 1993 - 1999
Skills
Credit, Mortgage, Loans, Commercial Banking, Small Business Lending, Cash Management, Commercial Lending, Banking, Credit Analysis, Portfolio Management, Financial Analysis, Customer Relations, Sales Management, Risk Management, Underwriting, New Business Development, Customer Service, Mortgage Lending, Commercial Mortgages
Education
Houston Community College
Business
Dun and Bradstreet March 2015 - Present
Dun and Bradstreet January 2014 - March 2015
HRI Consulting Group July 2013 - December 2013
CreditRiskMonitor.com, Inc. January 2005 - June 2013
JP Morgan Chase January 2001 - February 2005
Kforce October 2000 - January 2001
Skills
CRM, Business Development, Credit, Finance, Financial Analysis, Competitive Analysis, Risk Management, Account Management, Credit Risk, Management, Portfolio Management, Forecasting, Financial Risk, Selling, Sales, Customer Service, Credit Analysis, Relationship Management, Negotiation, Process Improvement, Customer Satisfaction, Strategic Planning, Superior Client Service, Accounts Receivable, Executive Management, Training, Strategy, Cash Management, Analysis, Salesforce.com, Business Planning, Business Analysis, Analytics, Business Strategy, Mergers & Acquisitions, B2B, Banking, Customer Retention, New Business Development, Trading, Investments, Cold Calling, Financial Statement..., Process Management, Capital Markets, Treasury Management, Contract Negotiating, Following Up, Dun & Bradstreet, Dun & Bradstreet...
Education
Hofstra University
Office of the Comptroller of the Currency January 2013 - Present
Howard University August 2011 - August 2012
JP Morgan Chase June 2011 - August 2011
Enterprise Holdings Inc. July 2006 - August 2010
Skills
Marketing Strategy, P&L, Consumer Behavior, Marketing Research, Competitive Analysis, Customer Service, Business Relationship..., Income Statement, Investments, Financial Analysis, Finance
Education
Howard University 2010 — 2012
MBA, Finance
Huntingdon College 2002 — 2006
BA, Management
DepotPoint September 2009 - Present
D + H formerly Harland Financial Solutions June 2002 - June 2007
The First American Corporation September 1997 - March 2002
ALLTEL 1993 - 1996
Cybertek March 1991 - March 1993
JP Morgan Chase 1977 - 1987
Skills
Financial Services, Mortgage Banking, Mortgage Lending, Strategic Planning, Executive Management, Loans, Mergers, Product Management, Commercial Lending, Team Building, Leadership, Selling, Risk Management, Residential Mortgages, Loan Origination, Mergers & Acquisitions, Loan Servicing, Credit, Due Diligence, Business Development, Process Improvement, Banking, New Business Development, Portfolio Management, Underwriting, Start-ups, Integrated Marketing, Salesforce.com, Finance, Strategic Partnerships, Real Estate, Mortgage Servicing, Loss Mitigation, FHA, Mortgage Marketing, Sales Management, Refinance, Strategy, Mortgage Underwriting, Relationship Management, Real Estate Financing, Sales
Education
Hofstra University 1977 — 1978
MBA candidate, Management and Economics
University at Buffalo 1972 — 1976
BS, Management and Marketing
Citi July 2015 - Present
Bank of America March 2013 - July 2015
JP Morgan Chase February 2011 - February 2013
Banco Santander September 2009 - November 2010
Icon Residential Capital October 2008 - September 2009
Accredited Home Lenders August 2008 - October 2008
Washington Mutual February 2006 - June 2008
JPMorgan Chase May 2002 - January 2006
Global Consultants April 2001 - May 2002
Delta Funding Corporation May 1995 - January 2001
Skills
Sales, Mortgage Banking, Mortgage Lending, Finance, Underwriting, Loan Origination, Credit, Management, Sales Management, Loans, Banking, Outlook, Customer Service, Refinance, Coaching, Microsoft Excel, Leadership, Microsoft Word, Microsoft Office, CRM, Investment Properties, Real Estate, Financial Analysis, FHA, USDA, Residential Mortgages, Training, Home Equity Loans, Consumer Lending
Education
LIU Post 1987 — 1989
MBA, International Business
Hofstra University 1982 — 1986
BBA, Marketing
peter stuyvesant
peter stuyvesant
Cablevision February 2007 - August 2010
Coldwell Bankers Residential Brokerage September 2003 - March 2007
Home Depot September 2003 - March 2007
Sanders and Grossman September 2003 - March 2004
Accutech Consulting Group September 2003 - February 2004
Deviito and Associated April 2003 - July 2003
JP Morgan Chase September 2000 - April 2002
Social Concern Community Development Corporation September 1991 - January 1995
Education
State University of New York College at Old Westbury 1995 — 1997
Bachelor, Finance
Hofstra University
Certificate, Paralegal
CAPITAL ONE April 2011 - November 2011
COMMUNITY ECONOMIC DEVELOPMENT ASSOCIATION May 2007 - July 2010
JP MORGAN CHASE July 2005 - May 2007
FORD MOTOR CREDIT COMPANY August 2002 - June 2005
FORD MOTOR CREDIT COMPANY June 2001 - June 2005
Skills
Relationship Management, Training, Underwriting, Credit, Portfolio Management, Negotiation, Credit Analysis, Banking, Finance, Loans, Six Sigma, Financial Risk, Management, Leadership, Analysis, CRM, Commercial Lending
Education
Hope International University 1999 — 2000
MBA
Life Pacific College 1994 — 1999
BA
Thomson Reuters July 2014 - Present
Thomson Reuters February 2011 - July 2014
Thomson Reuters January 2009 - February 2011
Thomson Reuters September 2006 - January 2009
Reuters March 2004 - September 2006
Multex March 2001 - March 2004
Newsday September 2001 - December 2001
JP Morgan Chase November 1998 - October 2000
Skills
Content Management, User Experience, Requirements..., Program Management, People Management, Editorial, Journalism, Creative Writing, SQL, XML, User Interface Design, API, FTP, Product Management, Project Management, Market Data, Business Analysis, Competitive Analysis, Team Management, Financial Markets, Management, Business Intelligence, Analytics, Vendor Management, APIs, Agile Project Management, Process Improvement
Education
Massachusetts Institute of Technology 2014 — 2014
Certificate of Completion, Tackling the Challenges of Big Data, Completed
Hofstra University 1997 — 2001
BA, Communications - Print Journalism
Elmont Memorial H.S. 1991 — 1997
Regents Diploma
Din Space December 2010 - Present
Form Automation Solutions 2007 - June 2015
Safety-Kleen 2006 - 2007
JP Morgan Chase 2004 - 2006
Houston Enterprises & Real Estate 1992 - 2004
Interface Samaritan 2001 - 2002
Skills
Project Management, Account Management, Customer Service, Solution Selling, Team Leadership, Direct Sales, Business Development, Strategic Planning, New Business Development, Sales Management, Production Activity..., Management, Customer Satisfaction, Time Management
Education
Houston Community College 2002 — 2003
Certification, Multimedia Graphic Arts, Video, & Animation
University of Houston 1995 — 2000
Bachelor, Psychology
Mediation Professionals, LLC January 2013 - Present
_ August 1999 - Present
Mastermind Organizers LLC August 2008 - December 2012
PricewaterhouseCoopers June 2003 - August 2008
Goldstein, Golub, Kessler June 1999 - March 2003
American Express 1999 - 2003
Deloitte & Touche July 1987 - June 1999
Ernst & Young December 1979 - June 1987
JP Morgan Chase December 1978 - November 1979
Skills
Six Sigma, IT Audit, Management Consulting, Process Improvement, Auditing, Business Transformation, Enterprise Risk..., Business Process..., Shared Services, Operational Risk..., Project Portfolio..., PMO, CISA, Performance Improvement, Process Engineering, Internal Controls, Business Process, IT Strategy, Governance, Risk Management, Business Process Design, Change Management, Program Management, Financial Risk, Strategy, Information Technology, Leadership, Management, Project Management, Strategy Development, Process Management, Professional Services, Re-engineering, IT Governance, Risk Mitigation, Finance Transformation, Process Mapping, Knowledge Management, Audit, Risk, Corporate Management, Risk Assessment, Corporate Governance, Compliance Management, Cost Reduction, Financial Management, Consulting, Start-ups, Business Process..., Analysis
Education
Northwestern University 2013 — 2013
Certificate in Mediation, General Mediation
Hofstra University 1974 — 1983
BBA and MBA, Accounting, Computer Science
MDT Agency, Inc. March 2012 - Present
Marla Dell Talent Agency 2006 - February 2012
International Latino Film Festival November 2003 - November 2007
JP Morgan Chase March 2004 - March 2007
KTSF 2006 - 2007
Peralta TV 2005 - 2006
Buzz Branding 2000 - 2001
Skills
Television, Social Media, Video Production, Social Media Marketing, Event Planning, Voice Over, Public Relations, Social Networking, Editing, Advertising, Creative Direction, Digital Media, Entertainment, Marketing, Marketing Strategy, Online Advertising, Research, Video
Education
San Francisco State University 1998 — 2001
Bachelor's degree, Speech Communication and Rhetoric, 4.0
Holy Names University 1996 — 1998
MBA Finance - University of St Thomas (Houston) AACSB accredited June 2012 - Present
Invesco Ltd. February 2012 - June 2012
Greatwood, Texas September 2010 - February 2012
Citgo Petroleum Corporation August 2007 - September 2010
Aegis Mortgage October 2006 - August 2007
JP Morgan Chase August 2005 - October 2006
University of St. Thomas-Houston June 2004 - December 2005
Coastal Banc December 1998 - June 2004
Extensive Experience in the Financial Services Industry May 1983 - December 1998
Skills
Financial Analysis, Accounting, Financial Modeling, Finance, Forecasting, Financial Reporting, Auditing, Risk Management, Valuation, Budgets, PeopleSoft, General Ledger, Process Improvement, SAP, Analysis, Strategic Financial..., Sarbanes-Oxley Act, Internal Controls, Cash Management, Portfolio Management, Bloomberg, Account Reconciliation, Balance Sheet Review, Benefits Management, US GAAP reporting, IFRS, Microsoft Excel, MS Excel Pivot Tables, Microsoft Office, MBA, Team Leadership, Investment Management, Loan Servicing, Mortgage Underwriting, Branch Management, Tax Preparation, Citrix, Mobius, Payroll, Financial Audits, Access, GAAP
Education
University of St. Thomas (TX) 2004 — 2005
MBA, Finance, 3.5
Houston Baptist University 1977 — 1983
BS, Management, Psychology & Accounting
MacKay Shields LLC August 2014 - Present
PIMCO April 2011 - July 2014
JP Morgan Chase April 2010 - April 2011
Wilshire Associates June 2008 - April 2010
Skills
Asset Management, Bloomberg, Equities, Financial Modeling, Fixed Income, Hedge Funds, Portfolio Management, Valuation, Derivatives, Finance, Financial Analysis, Investments, Mutual Funds, Asset Allocation, Securities
Education
New York University - Leonard N. Stern School of Business 2015 — 2016
Master of Science (MSc), Global Finance
HKUST Business School 2015 — 2016
Master of Science (MSc), Global Finance
Hofstra University 2004 — 2008
B.A, Finance, Accounting
Chaminade High School 2001 — 2004
UBS Wealth Management April 2015 - Present
Citi October 2014 - February 2015
Deutsche Bank June 2014 - October 2014
JPMorgan Chase October 2011 - May 2013
BNY Mellon January 2006 - April 2010
The Bank of New York Mellon April 1999 - January 2006
US Bank July 1997 - April 1999
JP Morgan Chase September 1992 - June 1997
United States Air Force January 1990 - January 1995
US Trust Company January 1986 - September 1992
Skills
Capital Markets, Corporate Trust, Investments, Municipal Bonds, Risk Management, Equities, Corporate Finance, Customer Service, Securities, Banking, Credit, Fixed Income, Financial Services, Mutual Funds, Due Diligence, Structured Finance, Finance, Relationship Management, Project Finance, Commercial Banking, Bonds, Financial Markets, Global Custody, Asset Management, Mortgage Lending, AML, Bloomberg, Structured Products, KYC, Hedge Funds, Portfolio Management, Derivatives, Loans, Investment Banking
Education
Hofstra University 2001 — 2004
BS, Finance
Pace University 1997 — 2001
B.S. Degree, Psychology and Business
EDUStaff, LLC August 2010 - Present
Professional Educational Services Group, LLC November 2007 - August 2010
Fifth Third Bank September 2005 - January 2008
JP Morgan Chase September 2002 - May 2005
Autoliv ASP Inc October 1996 - August 2002
Education
Henry Ford Community College 2002 — 2005
Associates, of Science
Oakland University 1996 — 2000
Science
HSBC June 2006 - Present
Citibank June 2004 - June 2006
JPMorgan Chase 1995 - 2003
JP Morgan Chase 1991 - 1995
Skills
Series 7, Investment Operations...
Education
Hofstra University 1987 — 1991
BBA, Banking and Finance
Independent Consultant December 2012 - Present
JPMorgan Chase March 2012 - November 2012
Kforce Technology Staffing September 2010 - March 2012
. March 2008 - August 2010
Columbus Marathon October 2002 - February 2010
JP Morgan Chase December 1997 - 2009
First USA (JP Morgan Chase) 1997 - 1999
Ryder Integrated Logistics March 1995 - November 1997
ADT 1987 - 1995
Skills
PMO, SDLC, Vendor Management, PMP, Business Analysis, Project Management, Program Management, Visio, Process Improvement, Requirements Analysis, MS Project, Software Project..., Change Management, Business Process..., Resource Management, IT Infrastructure..., Quality Assurance, IT Management, Analysis, Team Leadership, Integration, Software Development, CRM, Project Planning, Management, Team Management, Testing, ERP, Strategy, Business Process, IT Strategy, Training, Project Delivery, ITIL, Project Portfolio..., Requirements Gathering, SharePoint, Software Documentation, Business Intelligence, Enterprise Architecture, Microsoft Project
Education
Villanova University 2002 — 2002
Certification
Weatherhead School of Management at Case Western Reserve University 1970 — 1972
MBA
Hiram College 1964 — 1969
BA
Amherst Pierpont Securities LLC August 2009 - Present
SEI March 2008 - June 2009
INsurance - Aircraft 2004 - 2008
JP Morgan 1993 - 2007
JPMC 1993 - 2007
JPM Securities Inc 1993 - 2007
JPMorgan 1993 - 2007
JPMorgan Chase 1993 - 2007
JP Morgan Chase 1993 - 2007
Nomura Securities International May 1987 - August 1993
Education
Pace University 1983 — 1984
MBA Candidate, Finance
Hofstra University 1977 — 1980
bba, accounting
RE/MAX August 2014 - Present
Keller Williams Excel Realty July 2013 - July 2014
JPMorgan Chase July 2011 - May 2012
JP Morgan Chase July 2010 - March 2011
The Walt Disney Company January 2010 - June 2010
Progressive Medical, Inc. 2005 - 2007
Skills
PowerPoint, Event Planning, Microsoft Office, Social Media, Microsoft Excel, Outlook, Customer Service, Public Speaking, Microsoft Word, Fundraising, Social Networking, Time Management, Research, Public Relations, College Recruiting, Leadership, Training
Education
Saint Mary's College 2007 — 2009
B.A., Communication Studies
Holy Cross College 2005 — 2007
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
MD Anderson Cancer Center June 2015 - Present
Luby's November 2013 - May 2015
Walgreens September 2011 - March 2012
JP Morgan Chase 2010 - 2012
Skills
Time Management, Teamwork, Retail, Banking, Sales, Customer Service, Inventory Management, Merchandising, Retail Banking, Retail Sales, Store Management, Microsoft Office
Education
Houston Baptist University 2007 — 2010
Aker BioMarine Antarctic March 2011 - Present
Self-employed March 2001 - December 2003
JP Morgan Chase November 1999 - October 2001
Education
Hofstra University 1992 — 1996
Master of Business Administration (M.B.A.), Human Resources Management
University of Scranton 1986 — 1990
Bachelor of Science (BS), Marketing
Merrick Bank July 2015 - Present
BannerDirect December 2013 - Present
EVO Payments International April 2009 - Present
EVO Merchant Services January 2006 - April 2011
BannerDirect February 2000 - May 2006
JP Morgan Chase 1998 - 2000
European American Bank (ABN Amro) 1993 - 2000
Chemical Bank (JP Morgan Chase) 1989 - 1992
Skills
Credit Cards, Payment Gateways, Marketing Strategy, Credit Card Processing, Cards, Direct Sales, Client Services, Merchant Services, B2B, New Business Development, Direct Marketing, Product Development, Loyalty Programs, Product Management, Cross Selling, Contract Negotiations, Consultative Selling, Strategic Planning, Account Management, Debit Cards, CRM, Strategy, Financial Services, Selling, Leadership, Entrepreneurship, Contract Negotiation, Business Development, Sales, Payments, Program Management, E-commerce, Payment Card Processing, Strategic Partnerships, Mobile Payments, Electronic Payments, B2B Marketing, Email Marketing, Customer Retention, Lead Generation, Start-ups, Marketing, Market Research, Management, Gift Cards, Integrated Marketing, SEO, Call Centers, Training, Relationship Management
Education
Hofstra University
Master of Arts, Business Education, Magna Cum Laude
New York Institute of Technology
Bachelor's Degree, Business Administration and Management, General, Cum Laude
BNY Mellon March 2015 - Present
JPMorgan Chase January 2013 - Present
JP Morgan Chase April 2011 - Present
JPMorgan Chase & Co. September 2014 - February 2015
MetLife (ALICO) September 2008 - April 2011
Capital H Group August 2006 - August 2008
Synnecta NV 2003 - 2006
International Republican Institute July 1998 - July 2001
International Republican Institute 1994 - 1996
Skills
Organizational..., Performance Management, Talent Management, Change Management, Organizational Design, Leadership Development, Succession Planning, Employee Relations, Executive Coaching, Coaching, Program Management, Team Building, Project Management, Employee Engagement
Education
The New School 2001 — 2003
Master of Sciences, Organizational Change Management
The New School 1996 — 1998
Master of Sciences, Non-profit Management
Herzen State Pedagogical University of Russia 1990 — 1995
Diploma, Enlgish and German Lunguistics
Elite Merchant Solutions November 2011 - Present
Danica Group 2008 - 2011
Signature Bank August 2004 - January 2008
Citibank (Banamex USA) 2002 - August 2004
JP Morgan Chase 1997 - 2002
Skills
Cash Management, Budgets, Negotiation, Microsoft Excel, Credit Analysis, Microsoft Office, Microsoft Word, Customer Service, Accounting, Financial Analysis, Financial Reporting, Strategic Planning, PowerPoint, Business Development, Outlook, Real Estate, Sales Management, Management, Team Building, Team Leadership, Contract Negotiation, New Business Development, Sales, Customer Satisfaction, Risk Management, Marketing Strategy, Forecasting, Banking
Education
Hofstra University 1995 — 1999
BA, Banking & Finance
Intercomm Publishing & Communications, LLC May 2009 - Present
The Center for Urban Progress May 2006 - May 2009
Howard University Department of Psychology August 2007 - December 2008
Forever Family April 2005 - May 2006
JP Morgan Chase May 2003 - August 2003
Education
Howard University 2006 — 2009
M.S, Developmental Psychology
Spelman College 2002 — 2006
BA, Psychology
BHP Billiton September 2014 - Present
J.P. Morgan January 2010 - August 2014
JP Morgan Chase 2008 - October 2012
JPMorgan Chase February 2009 - February 2011
JP Morgan 2008 - February 2009
BP 2007 - 2008
'Indian Summer in Levoca' Music Festival 2006 - 2007
Ineos 2005 - 2006
Getronics 1995 - 2005
Getronics Wang 1994 - 2005
Skills
Management, IT Management, Program Management, Vendor Management, Cloud Computing, Managed Services, Infrastructure, IT Service Management, Leadership, Unix, Information Technology, Enterprise Architecture, PMP, Incident Management, Outsourcing, Business Process..., Project Delivery, ITIL, Integration, Business Analysis, Risk Management, IT Strategy
Education
Houston Baptist University 1992 — 1994
Masters, Management Information Systems
American Heart Association 2010 - Present
American Cancer Society 2010 - Present
Cheswick Wright Wealth Mgmt. LLC 2007 - 2008
Emerging Money Corporation 2005 - 2007
Newgate LLP 2004 - 2004
JP Morgan Chase 1981 - 2002
Education
Hofstra University
MA, Microbiology
Molloy College
BS, Biology/Chemistry
JP Morgan Chase September 2008 - Present
Washington Mutual Bank June 2002 - September 2008
Nordstrom December 1998 - June 2002
Boeing March 1997 - December 1998
Volt for Microsoft March 1997 - May 1997
RhoTech for Boeing November 1996 - March 1997
Entex at Microsoft October 1995 - November 1996
Parker for Microsoft July 1995 - October 1995
Skills
Microsoft Exchange, Vendor Management, Disaster Recovery, Enterprise Architecture, System Deployment, Integration, Data Center, ITIL, Virtualization, Active Directory, SharePoint, Business Analysis, Windows Server, .NET, Splunk, Powershell, C#, Release Management
Education
Highline College 1994 — 1995
Banco Santander October 2013 - Present
JP Morgan Chase April 2010 - October 2013
Sovereign Bank July 2007 - December 2009
Sovereign Bank August 2004 - July 2007
Sovereign Bank June 2002 - July 2004
Citicorp Leasing Inc January 2001 - January 2002
European American Bank January 1994 - January 2001
Skills
Essbase, Financial Reporting, Variance Analysis, Accounting, Corporate Finance, General Ledger, Financial Analysis, Budgets, Business Analysis, Finance, Business Planning, Forecasting, Pivot Tables, Microsoft Excel, QuickBooks, Microsoft Office, PowerPoint, Loans, Credit, Risk Management, Management, Portfolio Management, Banking, Strategy, Leadership, Strategic Planning, Financial Modeling, Analysis, Executive Management, Credit Risk, Credit Analysis, Financial Services, Commercial Lending, Cash Management, Financial Risk, Strategic Financial..., Mergers & Acquisitions, Commercial Banking, Operations Management, Infolease, Investments, Valuation, Process Improvement, Due Diligence, Funding, Internal Controls, InfoLease, Asset Management
Education
Hofstra University 2006 — 2009
M.B.A, Finance
Hofstra University 1991 — 1995
B.B.A, Marketing, Accounting
JP Morgan Chase February 2010 - June 2011
Pinpoint Profit Recovery February 2008 - June 2011
Open Systems May 2007 - February 2008
Skills
Security
Education
Hofstra University 2005 — 2007
MBA
State University of New York College at Oneonta 2001 — 2005
B.S., Business Economics Minor in Finance
Cornell University July 2015 - Present
Ithaca College January 2015 - Present
Cornell University March 2012 - June 2015
Cornell University July 2011 - July 2012
Cornell University August 2009 - July 2011
Cornell University August 2003 - July 2009
Grey Global Group 1997 - 2003
Viacom, MTV Networks, Nickelodeon November 1996 - March 1998
JP Morgan Chase 1994 - 1996
Y&R Brands 1990 - 1994
Skills
Sustainability, Leadership Development, Succession Planning, Employee Engagement, Change Management, Program Evaluation, Organizational..., Leadership, Human Resources, Employee Relations, Talent Management, Career Development, Onboarding, Personnel Management, Staff Development, Performance Management, Workshop Facilitation, Talent Acquisition, Conflict Resolution, Program Management, Policy, Recruiting, Employee Training, Team Building, Public Speaking, Workforce Planning, Organizational..., Executive Coaching, Training, Employee Benefits, Benefits Administration, New Hire Orientations, HRIS, Coaching, Interviews, HR Consulting, Deferred Compensation, Labor Relations, Career Counseling, Resume Writing, MBTI, HR Policies, Organizational Design, Diversity & Inclusion, Strategy, Career Management, Diversity Training, College Recruiting, Performance Improvement, Management Development
Education
Hofstra University 1989 — 1997
Ph.D., Applied Research & Evaluation, Psychology
Ship Shape Custom Yacht Service May 2011 - June 2012
JP Morgan Chase February 2010 - December 2010
JPMorgan Chase April 2009 - December 2009
JPMorgan Chase May 2007 - July 2008
US SAILING Association January 2003 - January 2006
US SAILING April 1998 - December 2002
NORTH END COMPOSITES June 1996 - April 1998
Skills
CRM, Cross-functional Team..., Management, Program Management, Business Development, Product Management, Online Marketing, Training, Process Improvement, Strategic Planning, Marketing, Marketing Strategy
Education
Salve Regina University 2003 — 2005
MBA, Management
Landing School of Boatbuilding and Yacht Design 1997 — 1998
Certificate in Yacht Design
Hillsdale College 1990 — 1994
BS, Marketing
JP Morgan Chase October 1994 - February 2013
Northrop Grumman Corporation March 1993 - October 1994
Prentice Hall Professional Software 1981 - 1984
Skills
Leadership, Management, Strategic Planning, Vendor Management, Consulting, Business Analysis, Portfolio Management, Project Management, Project Portfolio..., IT Strategy, Enterprise Architecture, Training, Program Management, Process Improvement, End User Technologies, Risk Management, SDLC, IT Management, Banking, PMO, Business Continuity, Disaster Recovery, Microsoft Excel, Microsoft Office
Education
Montclair State University 1976 — 1981
MS, Computer Science
Hofstra University 1971 — 1975
BA, Mathematics, Secondary Education
Holy Trinity High School 1967 — 1971
Follett Software April 2007 - August 2008
JP Morgan Chase March 2005 - April 2007
Education
Hiram College 1996 — 2001
Citi September 2013 - Present
Baylor Health Care System January 2013 - September 2013
GMAC ResCap June 2009 - January 2013
JP Morgan Chase September 2000 - May 2009
PriceWaterhouseCoopers September 1999 - September 2000
Arthur Andersen May 1994 - September 1999
Golden Corral May 1986 - May 1994
Skills
Business Analysis, Project Management, Six Sigma, Process Improvement, Risk Management, Disaster Recovery, Business Continuity, PMO, Business Process..., IT Management, Business Requirements, Change Management, Visio, SharePoint, Loan Servicing, Lean IT, System Deployment, Data Center, IT Operations, Databases, Program Management, Business Process, Software Documentation, Management, Analysis, Information Technology, IT Strategy, Project Portfolio..., Requirements Analysis, IT Service Management, Requirements Gathering, Networking, Project Delivery, Incident Management, High Availability, Risk Assessment, Systems Analysis, Business Process..., Presentations, Lean Process Improvement, Value Stream Mapping, 5S, Testing, Access, Leadership
Education
Villanova University 2003 — 2007
Business Management Information Systems
Kingwood College 1996 — 1998
Computer Information Systems
Houston Community College 1995 — 1996
Accounting
Disney Interactive via ITmPowered February 2012 - November 2012
JP Morgan Chase October 2009 - 2011
WaMu March 2006 - October 2009
Washington Mutual July 2003 - March 2006
S&S Consulting Services, LLC September 2000 - July 2003
Hall Kinion June 1998 - January 2000
Kangaroo Inc. December 1997 - June 1998
IBM July 1995 - December 1997
IBM June 1993 - July 1995
IBM March 1990 - June 1993
Skills
Java, REST, Spring, Oracle, Software Development, XML, Agile Methodologies, SOAP, Hibernate, JMeter, Objective-C, iOS App Development, Spring 3, Java 7, MySQL, JSON, Maven, JPA, Jetty, JUNIT
Education
Syracuse University 1993 — 1994
Masters Program, Computer Engineering
Washington State University 1986 — 1989
BA, Management Information Systems
Highline College 1983 — 1986
AA, Compter Science
JPMorgan Chase September 2007 - Present
JP Morgan Chase 2007 - Present
Education
Heidelberg University 1995 — 1995
JPMorgan Chase October 2010 - Present
JP Morgan Chase October 2004 - October 2010
JPMorgan Chase December 2001 - September 2004
Boxcar Software September 2000 - November 2001
Skills
Outsourcing, Software Development, Management, SDLC, Vendor Management, IT Strategy, Enterprise Architecture, Strategic Planning, Budgets, Requirements Analysis, Business Analysis, Software Project..., Visio, Portfolio Management, Agile Methodologies, IT Management, SQL, Start-ups, Servers, Distributed Systems
Education
Hofstra University 2001 — 2004
MBA, Information Systems
Hofstra University 1990 — 1994
BS, Computer Science, Minor in Information Systems
JP Morgan Chase September 2006 - Present
JPMorganChase 2006 - Present
JPMorgan Chase 2006 - Present
JPMC 2006 - Present
HBI Consulting 2002 - 2005
HBI Consulting 2002 - 2005
PriceWaterhouseCoopers October 1996 - October 1999
Skills
SDLC, Business Analysis, Vendor Management, Software Development, SQL, Crystal Reports, User Acceptance Testing, Quality Assurance, Financial Services, Business Process, Data Warehousing, Business Intelligence, Visio, Requirements Analysis, Software Project..., Requirements Gathering
Education
Howard University 1991 — 1996
Bank of America October 2014 - Present
SunTrust Bank September 2010 - April 2013
JP Morgan Chase March 2004 - January 2009
American Express Company February 2001 - February 2004
Telcordia Technologies February 2000 - October 2001
Best of the Best Sourcing Member 1995 - 2000
Skills
Professional Services, Cross-functional Team..., Leadership, Supply Chain Management, Change Management, Strategy, Sourcing, Consulting, Global Sourcing, Strategic Sourcing, Procurement, Relocation, Employee Benefits, Negotiation, Supply Chain, Project Management, Business Process..., Human Resources, Management, Purchasing, Contract Negotiation, Supply Management, Payroll, Outsourcing, Deferred Compensation, Process Improvement, Vendor Management
Education
Howard University School of Law 1987 — 1990
Juris Doctor (J.D.), Transactional Law and Strategy
Howard University 1981 — 1986
Bachelor's Degree, Political Science and Government
Platinum Moments Photography January 2001 - Present
The Bank of New York Mellon October 2006 - April 2010
JP Morgan Chase April 1990 - October 2006
Schlumberger Well Service February 1971 - September 1985
Schlumberger February 1971 - September 1985
Education
Houston Community College 1997 — 1998
University of Houston 1982 — 1989
Computer Science
Texas Southern University 1967 — 1968
Business Administration and Management, General
JP Morgan Chase January 2010 - Present
JPMorgan Chase - Chase Auto & Education Finance 1989 - Present
Skills
Credit, Pricing, Portfolio Management, Product Management, Loans, Credit Analysis, Account Management, Banking, Financial Services, Relationship Management, Credit Risk, Risk Management, Consumer Lending, Credit Cards, Financial Risk, Finance, Financial Analysis, Management
Education
Hofstra University 1986 — 1990
Bank of America 2010 - Present
JP Morgan Chase 2003 - January 2010
JP Morgan Chase 1980 - 2003
Grumman Data Systems 1976 - 1980
Education
Hofstra University
BS, Computer Science
JPMorgan Chase January 2012 - Present
JP Morgan Chase January 1989 - Present
JP Morgan Chase Bank 1989 - Present
JPMorgan Chase January 2010 - January 2012
Skills
Risk Management, Banking, Leadership, Commercial Banking, Strategic Planning, Vendor Management, IT Strategy, Management, Business Analysis, Client Development, PMO, Manage Client..., Retail Banking, Finance, Financial Services, Relationship Management, Portfolio Management, Customer Experience, Credit Cards
Education
Hofstra University 1992 — 1994
Master of Business Administration (MBA), Commercial Banking & Finance
State University of New York at Albany 1984 — 1988
Bachelor of Science (BS), Marketing / Finannce
LK Consulting March 2010 - Present
Marsh March 2011 - December 2011
Breakthrough Concepts, Inc February 2002 - February 2010
ING 2007 - 2008
ACS, Inc 2003 - 2005
Mellon/ACS 2002 - 2003
JP Morgan Chase 1998 - 2002
JPMorgan Chase November 1991 - 2002
LoBue Associates 1984 - 1991
LoBue Associates 1983 - 1991
Skills
Program Management, Change Management, Strategy, Organizational..., Leadership, Financial Services, Team Leadership, Team Building, Risk Management, Business Analysis, Banking, Business Process..., Portfolio Management, Outsourcing, Management, Mergers & Acquisitions, Consulting, Management Consulting, Vendor Management, Process Improvement, Strategic Planning, Project Management
Education
Hofstra University 1979 — 1981
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
TIAA-CREF August 2014 - Present
Capital One April 2013 - August 2014
JPMorgan Chase November 2011 - January 2013
JP Morgan Chase June 2009 - November 2011
Equity Source Partners May 2006 - September 2008
Laidlaw & Company 2004 - 2006
American Stock Exchange April 2003 - August 2003
Skills
Investments, Equities, Portfolio Management, Private Equity, Banking, Series 7, Series 63, Series 65, Maintaining Strong..., Key Client Relationships, Client Relationship..., Investment Strategies, Investment Banking, Private Banking, Funding, Finance, Financial Services, Capital Markets, Corporate Finance, Management, Fixed Income, Mutual Funds, Trading, Strategy, Securities, Start-ups, Wealth Management, Asset Management, Asset Allocation, Financial Analysis, Financial Planning, Financial Modeling
Education
Hofstra University 2000 — 2004
BBA, Finance
JP Morgan Chase March 2011 - Present
MetLife August 2008 - March 2011
MetLife Securities Inc. August 2008 - March 2011
Wells Fargo Financial June 2004 - August 2008
Merrill Lynch April 2000 - August 2000
Education
Hofstra University 2000 — 2004
Elite Processing Systems 2008 - Present
Merchant Money LTD 2002 - Present
JP Morgan Chase 2001 - 2007
Josephthal and Co. June 1999 - May 2001
Education
Hofstra University 1989 — 1993
University at Albany, SUNY 1988 — 1991
Business Administration
JP Morgan Chase June 2008 - Present
Bear Stearns February 1996 - May 2008
New York Board of Trade February 1993 - February 1996
Tandem Computers 1989 - 1993
Covidea (A partnership of AT&T and Chemical Bank) 1988 - 1989
Skills
Trading Systems, Risk Management, Prime Brokerage, Electronic Trading, Credit Derivatives, Financial Services, Derivatives, Hedge Funds, Business Analysis, Sybase, Middle Office, Swaps, FX Options, Back Office, Securities Lending, Interest Rate..., Structured Products, Collateral Management, Asset Managment, Database Design, Data Analysis, Data Warehousing, Data Modeling, Change Management, Program Management, Cross-functional Team..., Talent Management, Operational Efficiency, Solution Architecture
Education
Hofstra University
Bachelor of Science (BS), Computer Science
JP Morgan Chase June 2008 - Present
Bear Stearns November 2002 - June 2008
Trade Manage LLC April 1999 - November 2002
Education
ASA College of Advanced Technology 1998 — 1999
Computer Programming
Herzen State Pedagogical University of Russia 1989 — 1995
Masters, Linguistics
Gogotech January 2013 - Present
SHR Capital Partners January 2011 - Present
Property Value Insurance Co June 2011 - November 2014
White Bear Partners January 2009 - October 2010
Swiss Re October 2001 - March 2008
JP Morgan Chase September 2000 - September 2001
The Chase Manhattan Bank September 1995 - August 2000
Merrill Lynch July 1993 - August 1995
Skills
Capital Markets, Structured Finance, Reinsurance, Risk Management, Fixed Income, Asset Management, Banking, Insurance, Management, Portfolio Management, Financial Risk, Hedge Funds, Corporate Finance, Underwriting, Private Equity, Financial Modeling, Derivatives, Financial Services, Valuation, Due Diligence, Investments, Mergers & Acquisitions, Alternative Investments, Investment Banking
Education
Isenberg School of Management, UMass Amherst 1991 — 1993
MBA, Business
Waseda University 1990 — 1991
Commerce
Heidelberg University 1985 — 1989
Vordiplom, Economics
Jumping Brook Country Club 2015 - 2015
Jumping Brook Country Club 2015 - 2015
JP Morgan Chase May 2009 - November 2011
Schonfeld Group March 2004 - August 2006
Access Securities August 2003 - 2005
SAC Capital 1999 - 2003
Credit Suisse First Boston September 1997 - December 1999
DLJ April 1993 - September 1997
Ladenburg Thalmann 1991 - 1993
Skills
Equity Trading, Options, Financial Services, Securities, Business Development, Bloomberg, Finance, Derivatives, Risk Management, Fixed Income, Investment Banking, Wealth Management, Strategic Planning, Credit Analysis, Equity Derivatives, Hedge Funds, Electronic Trading, Series 7, Equity Research, Portfolio Management, Equities, Asset Management, Financial Risk, Capital Markets, Financial Analysis, Series 63, Investments, Alternative Investments, Investment Strategies, Trading, Trading Systems, Credit, Structured Products, ETFs, Private Equity, Bonds, Valuation, Loans, Banking, Investment Management, Financial Markets, FINRA, FX Options, Strategic Financial..., Asset Allocation, Mutual Funds, Hedging, Investment Advisory
Education
Hofstra University
BBA, Banking and Finance
Retired April 2013 - Present
MetLife 2006 - April 2013
Chase Manhattan Bank 1976 - 2008
JPMorgan Chase 2001 - 2005
JP Morgan Chase January 1976 - 2005
Manufactures Hanover 1971 - 1993
Education
Hofstra University 1971 — 1975
JP Morgan Chase 2004 - Present
Skills
SDLC, Business Analysis, Vendor Management, Banking, Risk Management, Data Warehousing, Enterprise Architecture, IT Strategy, Requirements Analysis, Disaster Recovery, Visio, Business Intelligence
Education
Hofstra University 1977 — 1981
Weeden & Co. December 2005 - Present
Fulcrum Global Partners 2003 - 2005
Investment Bank March 1998 - February 2003
JP Morgan Chase 1999 - 2003
Skills
Series 7, Equities, Options, Series 63, Financial Markets, Trading, Bloomberg, Derivatives, Alternative Investments, Brokers, Asset Management, Fixed Income, Capital Markets, Electronic Trading, Hedge Funds, Investments, Securities, Investment Banking, Portfolio Management, Risk Management, Equity Trading, Series 24, Trading Systems, Valuation, Private Equity, Equity Research, Mutual Funds, ETFs, FINRA, Bonds, Investment Strategies, Asset Allocation, Investment Advisory, FX Options
Education
Hobart and William Smith Colleges 1986 — 1990
BA, Economics
HSBC Global Asset Management 2010 - Present
JPMorgan Chase 2005 - 2009
JP Morgan Chase 1999 - 2005
The Chase Manhattan Bank 1993 - 1999
The Chase Manhattan Bank 1990 - 1993
Consumer Reports 1988 - 1990
Skills
Cash Management, Liquidity Management, Liquidity, Fixed Income, Capital Markets
Education
New York University - Leonard N. Stern School of Business
M.B.A., Marketing, and International Business
Hobart and William Smith Colleges
B.A., Political Science, and American Studies
Green Tree Servicing January 2014 - Present
Bank of America May 2013 - January 2014
Bank of America September 2011 - May 2013
LPS Field Services, Inc. September 2009 - August 2011
JP Morgan Chase April 2006 - September 2009
Skills
Mortgage Servicing, Credit, Mortgage Lending, Banking, Mortgage Banking, Customer Service, Loans, Call Center, Process Improvement, Microsoft Excel, Loan Servicing, Risk Management, Operations Management, Microsoft Office, Vendor Management, Financial Analysis, Microsoft Word, Outlook, Access, Customer Satisfaction, Management, Training, Call Centers
Education
Hiram College 1999 — 2003
Bachelor of Arts (B.A.), Business Management
New York Life Insurance Company September 2008 - Present
JP MORGAN CHASE January 1983 - April 2008
Education
Hofstra University 1995 — 1997
Certificate in Business Uses of Microcomputers
Pace University 1982 — 1984
Undergradate coursework
SNAP Diagnostics March 2014 - Present
Specialty Pharmaceuticals April 2013 - Present
AmEx Pharmacy November 2009 - December 2012
JP Morgan Chase 2004 - 2008
Skills
Sales, Mortgage Lending, Leadership, Sales Management, B2B, Medical Devices, Pharmaceutical Sales, Cold Calling, Pharmaceutical Industry, Sales Operations, Sales Force Development, New Business Development
Education
Hofstra University
JP Morgan Chase May 2002 - Present
Goldman Sachs 1997 - 2001
Skills
Deferred Compensation, Employee Benefits
Education
Hofstra University 1993 — 1995
Master of Science (MS), Counselor Education/School Counseling and Guidance Services
The College of New Jersey
Bachelor's degree, Psychology
McGraw Hill Financial October 2014 - Present
New York Life Insurance Company July 2012 - May 2014
UBS Investment Bank July 2006 - June 2012
JP Morgan Chase September 1991 - June 2006
Skills
Leadership Development;..., Workforce Planning, Competency Assessment, Leadership Development, Employment Law, Career Counseling, Organizational Design, Human Resources, Employee Relations, Succession Planning, Coaching, Deferred Compensation, Training, Talent Management, PeopleSoft, Career Development, Personnel Management, New Hire Orientations, Leadership, Employer Branding, Recruiting, Management
Education
Howard University
BA, English
Howard University School of Law
Juris Doctor, Law
Fitch Ratings March 2005 - Present
GE Capital Corporate Financing March 2004 - February 2005
JP Morgan Chase March 1993 - March 2004
Skills
ABS, Structured Finance, Credit Analysis, Fixed Income, MBS, Capital Markets, Credit Risk, Securitization, Bonds, Financial Services, Valuation, CMBS, Commercial Banking, Financial Structuring, Derivatives, Financial Analysis, Credit Derivatives, Alternative Investments, Financial Markets, Structured Products, Investment Banking, Bloomberg, Securities, Banking, Credit, Financial Modeling, CDO, Corporate Finance, Risk Management, Relationship Management, Financial Risk, Loans, Asset Management, Hedge Funds, Middle Office, Financial Institutions, Due Diligence, Finance
Education
University of Notre Dame - Mendoza College of Business 1987 — 1989
MBA, Finance
Hobart and William Smith Colleges 1980 — 1984
BA, Economics
Amegy Bank 2011 - Present
JPMorganChase Bank April 2005 - August 2008
JP Morgan Chase November 1981 - December 2002
Skills
Risk Management, Process Improvement, Vendor Management, Disaster Recovery, Product Management, Management, Banking, Projects, Project Management, Operations Management, Mergers & Acquisitions, Budgets, Data Center, Call Centers, Change Management, Customer Service
Education
Houston Community College
Real Estate
University of Texas at Austin
JPMorgan Chase December 2009 - November 2011
JP Morgan Chase September 2005 - November 2009
Skills
SAP, Risk Management, Investment Banking, Financial Analysis
Education
Hofstra University
Master of Science (M.S.), Business Analytics/Information Technology
Hofstra University 2002 — 2004
MBA, Management Information Systems/Finance
PSG College of Technology 1997 — 2000
BSC CT
Capco June 2014 - Present
J.P. Morgan March 2013 - June 2014
J.P. Morgan May 2011 - March 2013
JP Morgan Chase August 2009 - May 2011
Ameriprise Financial Advisors June 2008 - June 2009
Ameriprise Financial Advisors June 2008 - June 2009
First Investors Corporation January 2008 - February 2008
Skills
Series 63
Education
Hobart and William Smith Colleges
BA, History
JP Morgan Chase (formerly Wamu) August 2009 - Present
JP Morgan Chase August 2009 - February 2014
Washington Mutual Savings Bank August 2007 - August 2009
Washington Mutual Savings Bank August 2005 - August 2007
Washington Mutual Savings Bank August 2002 - August 2005
Washington Mutual Savings Bank August 1998 - August 2002
Skills
Business Analysis, Credit, Vendor Management, Banking, Risk Management, Mortgage Lending, Process Improvement, SDLC, Mortgage Servicing, Customer Service, Loan Servicing, CRM, Analysis, Software Documentation
Education
Highline Community College 1983 — 1985
Various Business courses
Internal Continuing Education Classes
JPMorgan Chase December 2010 - Present
JP Morgan Chase 2006 - Present
Franklin County Sheriff's Office 1990 - Present
Micros Control Systems 2000 - 2004
Skills
Banking, Business Analysis, Process Improvement, Risk Management, Vendor Management
Education
Rochville University 2005 — 2006
B.A., Business
Ohio Peace Officers Training Acadamy 1984 — 1985
Law Enforcement
Hocking College 1976 — 1979
Associates, Elect. Eng.
HSBC USA N.A. April 2009 - Present
Bank of America August 2008 - March 2009
HSBC January 2008 - August 2008
JP Morgan Chase November 1994 - December 2007
Chase 1994 - 2007
Education
Hofstra University 1995 — 1998
MBA, Banking & Finance
Max Broock Realtors - Bloomfeld Hills January 2000 - Present
Wineman Investment Co. January 1985 - January 2000
JP Morgan Chase 1982 - 1985
Skills
Real Estate, Investment Properties, Sellers, Residential Homes, Selling, Property, Property Management, Real Estate Development, Buyers, First Time Home Buyers, Real Estate Transactions, Foreclosures
Education
Hillsdale College 1978 — 1982
BA, Business & Marketing
Bank of America Merrill Lynch April 2004 - Present
JP Morgan Chase 1993 - 2004
Accenture/Andersen Consulting February 1988 - April 1993
Skills
Financial & Resource..., Initiative Planning &..., Organizational..., Business Process..., Supply Chain/Vendor..., Relationship & Team..., Technology..., Risk Management &..., Strategic Planning &..., Governance Process, Management, Risk Management, Program Management, PMO, Finance, Banking, IT Strategy, Commodity, Credit, Telecommunications, SDLC, Vendor Management, Business Process..., Business Analysis, Structured Products, Credit Risk, Financial Services
Education
Hofstra University
MBA, Dual Major: Banking and Finance/Marketing
Hofstra University
Bachelor of Science (BS), Computer Science
Bank of America June 2014 - Present
JP Morgan Chase March 2007 - March 2014
Countrywide Mortgage Services October 2004 - February 2007
Chelsea Lumber Company March 2000 - September 2004
Skills
Consumer Lending, Small Business Lending, Loans, Banking, Credit, Mortgage Lending, Lines Of Credit, Commercial Lending, Commercial Banking, Credit Analysis, Retail Banking, Series 6, Loan Origination, Mortgage Banking, Series 63, Cross Selling, Personal Banking, Home Equity Loans, Home Equity, Wealth Management, Deposits, Cash Management
Education
Hillsdale College 1993 — 1998
Bachelor of Arts (B.A.), Finance and Financial Management Services
Chelsea Highschool 1990 — 1993
JWG Fine Wines and Spirits February 2012 - Present
Country Club Services October 2010 - Present
nextSource/New York Life May 2010 - January 2011
Williams Lea July 2005 - December 2007
IBM March 2003 - June 2004
JP Morgan Chase July 1981 - March 2003
Skills
Microsoft Office, Internet, Budgets, Forecasting, Microsoft Excel, Banking, Analysis, Accounts Payable, Financial Analysis, Program Management, Financial Reporting, Business Analysis, Strategic Planning, Strategic Financial..., Process Improvement, Finance, Change Management, Management, Investment Banking, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1982 — 1986
MBA, Finance
Hobart and William Smith Colleges 1977 — 1981
BA, Economics
Heritage Harbor Financial Advisors - MetLife July 2013 - Present
Greenidge Consulting, Inc January 2011 - June 2013
R2K January 2009 - February 2010
JP Morgan Chase June 2000 - December 2008
JPMorgan Chase Bank June 1999 - June 2000
Con Edison 1996 - 1997
Sigma Imaging Systems/Wang/Eastman Software 1992 - 1995
Grumman Aerospace 1985 - 1990
Skills
Document Management, Enterprise Content..., Workflow, Microsoft Office, Microsoft SQL Server, MS Project, Visio, Visual Basic, WebSphere MQ, FTP, TCP/IP, IT Security Assessments, SharePoint, Windows Server, Active Directory, Sarbanes-Oxley, Vendor Management..., Business Continuity..., Technical Requirements..., Project Management, PMP
Education
Hofstra University 1987 — 1990
MS, Computer Science
New York University - Polytechnic School of Engineering 1982 — 1985
BSEE, ELECTRICAL ENGINEERING
Saint John's University 1979 — 1982
BS, Physical Science
Forest Hills High School 1976 — 1979
HS Diploma, NYS Regents Diploma
Stony Brook University
Project Management Certificate, Project Management
SQN Investment Group August 2014 - Present
ICON Investments December 2008 - May 2014
AllianceBernstein December 2006 - November 2008
OppenheimerFunds December 2005 - December 2006
JP Morgan Chase January 2002 - December 2005
Joseph Gunnar and Co, LLC June 2000 - January 2002
Skills
Outlook, PowerPoint, Microsoft Excel, Asset Management, Presentation Training, Sales Training, Alternative Investments, General Securities..., Sales Management, Marketing, Securities, Finance, CRM, Financial Planning, Financial Advisory, Financial Services, Investments, Leadership, Management, Mutual Funds, Portfolio Management, Series 7
Education
Hofstra University 1997 — 1999
Batchelors of Arts, Political Science, minor in International Affairs
Nassau Community College 1994 — 1997
A.A., Liberal Arts
St Mary's High School 1990 — 1994
JP Morgan Chase October 2009 - Present
JPMorgan Chase 2008 - 2013
Bank of America 2006 - 2009
MBNA 1996 - 2006
MBNA America 1996 - 2005
Education
Houghton College 1982 — 1986
Bachelors of Arts, Business Administration
Santander Bank, N.A. September 2013 - Present
Citibank September 1997 - July 2013
Arrow Electronics 1997 - 1997
JP Morgan Chase 1989 - 1996
Skills
Lines Of Credit, Credit, Banking, Commercial Banking, Commercial Lending, Loan Origination, Mortgage Lending, Credit Analysis, Treasury Management, Loans, Portfolio Management, Asset, Small Business Lending, Financial Analysis, Cash Management, Finance, Relationship Management, Credit Risk, Consumer Lending, Commercial Mortgages, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MS, Statistics & Operations Research
Hofstra University 1986 — 1988
BA, International Business
JP Morgan Chase August 1986 - December 2008
JPMorgan Chase 1986 - 2008
JPM Chase 1986 - 2008
Citibank June 1980 - August 1986
Education
Stony Brook University 2009 — 2009
Certificate, Project management Plus
Hofstra University 1979 — 1981
MBA, Finance
Hofstra University 1973 — 1975
BA, Psychology
JPMorgan Chase November 2012 - Present
Wells Fargo June 2007 - November 2012
Washington Mutual 2003 - 2007
Deutsche Bank 2000 - 2004
HSBC 1998 - 2000
JP Morgan Chase 1993 - 1998
Skills
Credit, Commercial Banking, Credit Analysis, Loans, Portfolio Management, Commercial Lending, Banking, Small Business Lending, Credit Risk, Mortgage Lending, Retail Banking, Risk Management, Loan Origination, Underwriting, Treasury Management
Education
Hofstra University 1989 — 1993
BBA, Marketing
Hofstra University
Bachelor of Business Administration (B.B.A.), Marketing
JP Morgan Chase November 2011 - March 2015
Fidelity Investments April 2004 - October 2011
Fidelity Investments August 2001 - April 2004
Fidelity Investments February 1999 - August 2001
Skills
Mutual Funds, Securities, Business Analysis, Banking, Financial Services, Project Management, Equities, Strategy, Trading, Risk Management, Mergers, Mergers & Acquisitions, Analysis, Software Documentation, Financial Risk, Fixed Income, Due Diligence, Asset Management, Management, Portfolio Management, Derivatives
Education
Hofstra University
Bachelor of Business Administration, Banking and Finance
Capital One January 2013 - Present
JP Morgan Chase January 2010 - December 2012
Wells Fargo May 2001 - January 2010
Education
Hofstra University 1997 — 2001
Bethpage Federal Credit Union September 2014 - Present
JP Morgan Chase July 2012 - September 2014
HSBC MORTGAGE USA July 2000 - July 2012
HSBC Mortgage Corp., USA July 2000 - July 2012
HSBC July 2000 - July 2012
Skills
Mortgage Lending, Banking, Loans, Finance, Credit, Residential Homes, Mortgage Banking
Education
Hofstra University 1990 — 1995
MBA, Banking and Finance
Bayport
Bank of America November 2014 - Present
J.P. Morgan Asset Management October 2012 - November 2014
JP Morgan Asset Management January 2010 - January 2013
JP Morgan Chase July 2005 - February 2010
JP Morgan Chase 2005 - 2009
Seligman Data Corp. 2000 - 2004
Dreyfus June 1998 - January 2000
Skills
Certified Public..., Internal Controls, Finance, Financial Analysis, Financial Reporting, Accounting, Financial Modeling, Management, Sarbanes-Oxley Act, Cash Management, Hedge Funds, Operations Management, Due Diligence, Financial Services, Budgets, Forecasting, Corporate Finance, Mergers & Acquisitions, PeopleSoft, Private Equity, Treasury Management, CPA, Mutual Funds, Risk Management, Investments, Banking, Auditing, Series 7, Financial Accounting, Series 63, Trading, Training, 401k, Investment Management, Insurance, Payments, Relationship Management, Business Process, US GAAP
Education
City University of New York-Queens College 2007 — 2008
Accounting
Hofstra University 2000 — 2004
MBA, Finance
State University of New York at Albany 1994 — 1998
BA, Psychology
Time Warner Cable July 2015 - Present
Nordstrom November 2013 - Present
TRANSInternational System May 2014 - July 2015
KEMBA Financial Credit Union July 2013 - September 2013
JP Morgan Chase March 2010 - June 2013
Pacer International January 2002 - March 2010
Circuit City January 2000 - January 2003
Echoing Hills Village, INC. January 2000 - April 2000
Shoney's October 1999 - January 2000
US Navy October 1995 - October 1999
Skills
Process Improvement, Customer Satisfaction, Inventory Management, Analysis, Event Planning, Mortgage Lending, Logistics, Management, Training, Microsoft Office, Organization, Customer Service, Loan Processing, Mortgage Banking, Team Building, Team Leadership, Team-oriented, Determination, Social Media, Social Networking, Leadership, Strategic Planning, Navy, FHA, Fannie Mae, Microsoft Word, Microsoft Excel, Process Management, Residential Mortgages, Loan Origination, Inventory Control, Home Equity Loans, Transportation, Outlook, Time Management, Lines Of Credit, Loans
Education
COLUMBUS STATE COMMUNITY COLLEGE 2004 — 2016
Associates, Arts
Hondros College of Business 2014 — 2014
Certification, Real Estate Sales
JP Morgan Chase November 2009 - Present
Morgan Stanley April 2000 - November 2009
Morgan Stanley April 2000 - November 2009
Computer Sciences Corp 1998 - 2000
Education
Hofstra University 1987 — 1991
BA, Accounting
Time Inc. March 2013 - Present
Time Inc. April 2007 - February 2013
Johnson Publishing Company August 2005 - March 2007
JP Morgan Chase August 2003 - August 2005
Skills
Digital Media, Digital Marketing, Integrated Marketing, Advertising, Social Media Marketing, Digital Strategy, Online Advertising, Social Media, Marketing Strategy, Email Marketing, Direct Marketing, Marketing, Marketing Communications, Event Planning, Account Management, Media Planning
Education
Howard University 1999 — 2003
BBA, Business
JP Morgan Chase October 2010 - Present
Residential Home Funding October 2009 - October 2010
Emigrant Bank January 2001 - March 2009
Emigrant Bank January 1999 - January 2001
Education
Hobart and William Smith Colleges
Pace University - Lubin School of Business
Westhampton Beach High School
Hofstra University October 2012 - May 2013
Citibank 2004 - 2006
JP Morgan Chase 1998 - 2004
CA Technologies 1990 - 1998
Good Samaritan Hospital 1990 - 1990
Skills
MS Office Suite, Excel, Word, PowerPoint, Visio, MS Access, MS Paint, MS Project, MS Photo Editor, Technical Writing, Business Writing, Communications, Editing, At-A-glance Graphics, Visual Prototyping, Business Analysis, Requirements Analysis, Requirements..., Requirements..., Systems Analysis, Customer Service, Training, Mentoring, Courseware Development, Process Improvement, Process Training, SDLC, SDLC management, SDLC training, SDLC mentoring, Applications Training, QA Testing, UAT-User Acceptance..., QA Coordination, Data Analysis, Office Administration, Microsoft Excel, Microsoft Word, Quality Assurance, Databases, Requirements Gathering, Business Requirements, Database Design, Business Process..., Business Process, Data Modeling, Analysis, Access, Microsoft Office
Education
Hofstra University
BA, Liberal Arts and Sciences
State University of New York at Stony Brook
Arts & Sciences
Bank of America July 2013 - Present
Bank of America October 2011 - July 2013
JPMorgan Chase March 2009 - October 2011
JP Morgan Chase March 2006 - March 2009
Morgan Stanley February 2005 - March 2006
Skills
Commercial Banking, Retirement Planning, Banking, Cross Selling, Cash Management, Financial Services, Branch Banking
Education
University of Michigan-Flint 2008 — 2010
MBA, Masters in Business
Hillsdale College 2000 — 2004
Bachelor of Arts, Econimics
Visiting Nurse Service of New York June 2013 - Present
Private Job- Peter and Gloria Meyer May 2010 - May 2013
Mount Sinai Medical Center October 2012 - February 2013
New York University January 2011 - May 2012
Duke University Medical Center January 2009 - January 2010
Duke University Medical Center May 2008 - January 2009
North Shore-LIJ Health System September 2005 - January 2008
JP Morgan Chase November 1997 - January 2005
Hofstra University 2004 - 2005
Skills
Nursing, Medical Terminology, Healthcare, Healthcare Management, Hospitals, Healthcare Information..., Critical Thinking, HIPAA, Medical Billing, Cpr Certified, Software Documentation, Clinical Research, Medical Records, Data Entry, BLS, EMR, CPR Certified
Education
NYU 2011 — 2012
BSN, Nursing
Hofstra University 2002 — 2005
Master's degree, Health/Health Care Administration/Management
St. John Unversity 1997 — 2002
Bachelor of Applied Science (B.A.Sc.), Health/Health Care Administration/Management
Sprung Monuments April 2012 - Present
All City Industries April 2011 - April 2012
jp morgan chase 1995 - 1998
chase manhattan 1992 - 1998
Skills
Microsoft Office 2007, ADP Payroll, Accounts Payable, Accounts Receivable, Microsoft Excel, Microsoft Word, Payroll, PowerPoint, Spreadsheets, Accounting, PeopleSoft, Supervisory Skills, System Administration, Lotus Notes, Analysis, Sales Presentations
Education
Dowling 2011 — 2012
Masters Of Business Administration, Management
Hofstra University 1992 — 1996
Bachelors of Business Administration, Finance
Bank of America June 2010 - Present
JP Morgan Chase January 2007 - June 2010
Bank of America April 2001 - December 2006
BBVA Compass December 1999 - April 2001
Washington Mutual August 1997 - December 1999
Bank United of Texas March 1996 - August 1997
Comerica January 1996 - March 1996
Texas Commerce Bank August 1993 - January 1996
Skills
Retail Banking, Banking, Sales Management, Branch Management, Consumer Lending, Small Business Lending, Loans, Lines Of Credit, Credit, Cross Selling, Customer Relations, Risk Management, Coaching, Customer Service, Team Building, Performance Management, Change Management, Leadership Development, Customer Satisfaction, Compliance, Problem Solving, Hiring, Deposits, Small Business, Process Improvement, Operations Management, Mortgage Lending, Branch Banking, Sales, Relationship Management, Credit Cards, Home Equity Loans, Operational Risk..., Banking Relationships, Management, Loss Mitigation, Financial Services, Leadership, Home Equity Lines of...
Education
University of Houston 1996 — 2000
Business Administration
Houston Community College 1994 — 1996
AA, General Business
Jon E & Associates' August 2003 - Present
JP Morgan Chase 2000 - 2003
Education
Hofstra University 1963 — 1968
B.A., Business Administration
HSBC March 2013 - Present
Citibank NA November 2012 - March 2013
Citibank, NA January 2012 - October 2012
Citibank, NA October 2010 - February 2012
Banco Popular North America May 2008 - October 2010
JP Morgan Chase 2006 - 2008
JP Morgan Chase Bank 1979 - 2008
Education
Howard University 1976 — 1979
Bachelor, Business Administration
JP Morgan Chase March 2012 - Present
Morgan Chase Bank January 1997 - January 2009
Unity National Bank January 1991 - January 1997
Skills
Banking, Loans, Mortgage, Underwriting, Customer Service, Credit, Customer Relations, Equities, Loan Servicing, Bank Operations, Loan Documentation, Small Business Lending, Word, Loan Closing, Bank Secrecy Act, Payments, Insurance, Servicing, Consumer Lending, Mortgage Lending, Finance, FHA
Education
Prarie View A & M 1975 — 1977
Houston Community College
Prairie View A&M University
Fifth Third Securities May 2006 - Present
JP Morgan Chase February 2004 - May 2006
Citicorp Investment Services 1994 - 2004
Skills
Series 24, Series 63, Series 7, Series 65
Education
Hofstra University 1987 — 1991
BA, Political Science
JP Morgan Chase July 2008 - March 2011
Bear Stearns September 1999 - August 2008
Skills
Management, Risk Management, Fixed Income, Trading, MBS, ABS, Mutual Funds, Derivatives, CDO, Hedge Funds
Education
Hofstra University 1987 — 1991
Bachelor of Science, Economics
JP Morgan Chase November 2008 - Present
National City Bank November 2000 - November 2008
National City Bank January 1995 - April 1999
Skills
Loans, Commercial Lending, Small Business Lending, Credit, Commercial Banking, Banking, Credit Analysis, Portfolio Management, Lines Of Credit, Credit Risk, Cash Management
Education
Hope College 1983 — 1987
Bachelor of Arts (B.A.), History
Oak Park River Forest High School 1979 — 1983
H&R Block January 1983 - Present
JP Morgan Chase May 1981 - November 1996
Skills
Tax Accounting, General Ledger, Income Tax, Tax Research, Sales Tax, Tax Preparation
Education
Hofstra University
Bachelors, Accounting
iMPact Business Group January 2015 - July 2015
Robert Half Technology May 2014 - December 2014
Brighthouse Networks May 2006 - April 2013
Verizon, Tampa, FL August 2004 - December 2005
JP Morgan Chase January 2004 - August 2004
PBGC 2000 - 2001
Skills
Cisco Technologies, VPN, Technical Support, Active Directory, Servers, Creative Writing, Software Documentation, Troubleshooting, Network Administration, Meditation, VoIP, Call Centers, Windows, Networking, Hardware, Help Desk Support, Software Installation, System Deployment, Laptops, Printers, LAN-WAN, Routers, Wireless, Computer Hardware, Program Management, Security, TCP/IP, Telecommunications, IP, Computer Network..., Cisco IOS, Lotus Notes
Education
Howard University 1983 — 1983
Liberal Arts
Walmart 2013 - Present
JP Morgan Chase 2011 - 2013
Chase 2008 - 2011
Skills
Customer Service, Project Management, Microsoft Office, Banking, Sales, Leadership, Process Improvement, Analysis, Strategic Planning, Risk Management, Microsoft Word, Retail
Education
Hondros College of Business 2014 — 2014
Series 6 license, Investments and Securities
West Jefferson High School
Diploma
Brencourt Advisors October 2005 - Present
JP Morgan Chase 2000 - 2005
Education
Hofstra University 1996 — 2000
BBA, Banking and Finance
JP Morgan Chase 1990 - 2008
Education
Hofstra University
BS, Computer Science
Bridgehampton National Bank (BNB) June 2015 - Present
Community National Bank November 2010 - June 2015
Capital One April 2008 - August 2010
NYCB 2006 - 2008
JP Morgan Chase June 1985 - December 2005
Skills
Credit, Underwriting, Loans, Small Business Lending, Credit Analysis, Commercial Banking, Commercial Lending, Banking, Lines Of Credit, Commercial Mortgages, Credit Risk, Mortgage Lending, Loan Origination, SBA, Portfolio Management
Education
Hofstra University
BS, Professional Studies / General Business
Coldwell Banker Residential Brokerage August 2013 - Present
JP Morgan Chase 2002 - 2006
BMO Harris Private Banking 2000 - 2002
First Union Securities 1986 - 2000
Skills
Wealth Management, Residential Real Estate, Contract Negotiation, Luxury Real Estate, Lakefront Homes, Relocation, Investment Property, New Construction, Move-up Homes, Downsizing, First Time Home Buyers, First Time Home Sellers, Market Statistics, Corporate Finance, Private Banking, Real Estate, Investments, Alternative Investments, Residential Homes, Series 7, Insurance, Luxury
Education
Hollins University 1979 — 1983
B.A., Political Science
Major Financial Institution 1999 - Present
Citi 1999 - 2009
jp morgan chase 1994 - 1999
Skills
Portfolio Management, Operational Risk..., Financial Services, Equities, Risk Management, Capital Markets, Fixed Income, Banking, Relationship Management, Financial Risk, Vendor Management, SDLC, IT Strategy, Financial Analysis, Investment Banking, Wealth Management, Asset Managment, Business Analysis, PMO, Operational Risk, Governance, Derivatives, Asset Management, Credit Cards, Enterprise Risk..., Securities, Credit Risk, AML, Project Portfolio...
Education
Hofstra University 1985 — 1992
Bachelor, Business Management
GE Capital July 2014 - Present
Regions Financial Corporation February 2013 - June 2014
YieldQuest May 2011 - February 2013
JP Morgan Chase March 2010 - August 2011
John Hancock Financial Network July 2009 - February 2010
Merrill Lynch May 2008 - August 2008
Oppenheimer & Co., Inc May 2007 - August 2007
Skills
Fixed Income, Bloomberg, Investments, Equities, Bloomberg Terminal, Securities, Excel, PowerPoint, Underwriting, Cash Flow Analysis, Financial Modeling
Education
Hobart and William Smith Colleges 2005 — 2009
BA, Economics
Hobart and William Smith Colleges 2005 — 2009
Bachelor of Arts, Economics
JP Morgan Chase August 2011 - Present
BNYM August 2000 - March 2011
SBK Solutions 2000 - 2011
SBK Solutions 2000 - 2011
Electronic Data Systems August 1995 - June 2000
Skills
Brokerage Operations..., SDLC, Technology, Risk Management, Banking, Financial Services, Vendor Management, Relationship Management, Business Analysis, Global Custody, Equities, Process Improvement, Program Management, Project Portfolio..., Portfolio Management, Investments, Requirements Gathering, Derivatives, Securities, Capital Markets, Asset Management, Investment Banking, Management, Financial Markets, Alternative Investments, Financial Risk
Education
Hofstra University 1993 — 1996
MBA, Finance and Management
State University of New York College at Cortland 1985 — 1989
BA, Economics and Management Science
PMI
FitzGerald Financial Group November 2009 - Present
JP Morgan Chase January 2001 - November 2009
Education
Howard University 1995 — 2000
Marketing, Finance
Nationwide Insurance October 2014 - Present
JP Morgan Chase March 2012 - Present
JPMorgan Chase 2005 - 2012
NiSource 1998 - 2005
Skills
SDLC, Vendor Management, Disaster Recovery, Business Analysis, IT Strategy, Visio, Enterprise Architecture, Requirements Analysis, Unix, Virtualization
Education
Hiram College 1987 — 1991
B.A., Computer Science, Mathematics
JP Morgan Chase June 2012 - Present
Education
Capital University 2011 — 2013
Master of Business Administration (MBA)
Hiram College 1998 — 2002
B.A., Management
Michigan Commerce Bank June 2007 - March 2015
JP Morgan Chase June 2001 - January 2007
NBD Bank/Bank One October 1985 - June 2001
Skills
Loans, Commercial Banking, Banking, Small Business Lending, Commercial Lending, Credit
Education
Henry Ford Community College 1986 — 1990
Associates, Business
Marygrove CollegeSocial Work
Social Work
Wayne County Community College District
Associate's Degree, Associates of Art
JP Morgan Chase July 2013 - Present
Education
Houston Community College 2009 — 2014
Associate's degree, Business
Massage Envy Spa December 2014 - Present
Plainview, NY June 2012 - Present
Aon Hewitt August 2009 - August 2011
Cablevision February 2006 - February 2009
Mid Island Jewish Community Center January 2005 - November 2005
J.P Morgan Chase October 1993 - March 2004
The Society of Developmental and Behavioral Pediatrics September 1997 - September 2003
Skills
Customer Satisfaction, Billing, Customer Service, Account Management, Customer Relations, Outlook, Problem Solving, Word, Team Leadership, Microsoft Office, Team Building, Teamwork, Administration, Coaching, Negotiation, Windows, Scheduling, Event Management, Troubleshooting, Public Speaking
Education
Hofstra University
Bachelor of Business Administration, Management
MetLife Home Loans July 2010 - Present
JP Morgan Chase May 2009 - June 2010
Frist Millenium Funding March 2001 - December 2008
Education
Hofstra University
Holy Trinity High School
Rice University August 2013 - Present
Al-Hadi School of Accelerative Learning October 2007 - January 2012
Trans World Services December 2005 - April 2009
JP Morgan Chase December 2004 - August 2005
Compass Bank March 2003 - December 2004
Skills
Accounts Payable, Accounting, Commercial Lending, Financial Statements, Banking, Finance, Account Reconciliation, Payroll, Financial Modeling, QuickBooks, Analysis, Budgets, Bank Reconciliation, Credit, Financial Analysis, General Ledger, Internal Audit, Management, Financial Accounting, Financial Reporting, Accounts Receivable, Sarbanes-Oxley Act
Education
University of Houston 2002 — 2004
Bachelor of Business Administration (BBA), Finance
Houston Community College 2001 — 2002
State University of New York at Stony Brook 1999 — 2001
JP Morgan Chase August 2013 - Present
CarMax January 2013 - August 2013
SOVEREIGN BANK November 2002 - January 2012
BLUE CHIP ASSET MANAGEMENT October 2001 - October 2002
GOVERNMENT EMPLOYEES INSURANCE CO October 1999 - October 2001
COMMUNITY HOME MORTGAGE CORP May 1998 - October 1999
AMERIQUEST MORTGAGE COMPANY December 1997 - May 1998
AMERICAN GENERAL FINANCE June 1995 - December 1997
GENERAL MOTORS ACCEPTANCE CORPORATION September 1990 - June 1995
Skills
Credit Analysis, Credit, Loans, Banking, Portfolio Management, Insurance, Mortgage Lending, New Business Development, Customer Service, Sales, Finance, Selling, Risk Management, Marketing, Financial Analysis, Team Building, Management
Education
Hofstra University 1983 — 1989
Bachelor of Business Administration (B.B.A.), Banking and Fnance, 2.8
JP Morgan Chase 2007 - 2010
Capital Management May 2006 - May 2007
Education
Houston Community College 2011 — 2012
Accounting
Lamar University 2005 — 2006
Accounting
J&G Associates Principal Financial Group January 2013 - Present
JP Morgan Chase April 2009 - January 2013
Skills
Mutual Funds, Investments
Education
Hofstra University
Bachelor's degree, Legal Studies Accounting and Finance
JPMorgan Chase & Co. August 2014 - Present
JP Morgan Chase September 2011 - July 2014
JP Morgan Chase August 2009 - September 2011
JP Morgan Chase July 2008 - August 2009
Skills
Financial Analysis, Financial Modeling, Essbase, Bloomberg, Strategic Financial..., Corporate Finance, Treasury, Emerging Markets, Securities, Finance, Derivatives, Securitization, Valuation, Capital Markets, Investment Banking, Liquidity Risk, Fixed Income, Equities, Cash Management, Credit Risk, Treasury Management, Credit Analysis, Banking, Bonds, Forecasting, Financial Reporting, Microsoft Excel, Microsoft Office, Project Management, Financial Planning
Education
City University of New York-Baruch College
Masters of Business Administration, Finance
Howard University 2005 — 2008
Bachelors Degree, Accounting
JP Morgan Chase October 2005 - Present
Education
Hofstra University 1979 — 1983
BA, Accounting
JP Morgan Chase August 1998 - February 2006
Education
Houston Baptist University 2009 — 2012
Bachelor of Science Nursing, Registered Nursing/Registered Nurse, A
London Computer Systems October 2012 - Present
JP Morgan Chase February 2012 - October 2012
Arzoo.com January 2008 - May 2008
Skills
C#, .NET, JavaScript, SQL, MySQL
Education
New York Institute of Technology-Old Westbury 2009 — 2011
Master's degree, Computer Science, 3.2
Hemchandracharya North Gujarat University 2004 — 2008
Bachelor of Engineering (BE), Computer Engineering, First class distinction
JP Morgan Chase July 2009 - September 2013
Advanced Dermatology & Cosmetic Care December 2001 - April 2008
Certegy Check Svc (FIS) September 2003 - April 2004
Skills
Quality Specialist –...
Education
Hofstra University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Management, 3.0