JPMorgan Chase
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JPMorgan Chase & Co. is the sixth-largest bank in the world by total assets ($2,533.60 B). wikipedia.org
JPMorgan Chase List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at JPMorgan Chase. You can filter them based on skills, years of employment, job, education, department, and prior employment.
JPMorgan Chase Salaries. You can even request information on how much does JPMorgan Chase pay if you want to. Learn about salaries, pros and cons of working for JPMorgan Chase directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
56,697 JPMorgan Chase employees in database. Find out everything there's to know about JPMorgan Chase employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
JPMorgan Chase Employees
Verint September 2011 - Present
Phillips Consulting Group KC, LLC June 2007 - January 2014
Deloitte Consulting November 2010 - September 2011
JPMorgan Chase June 2005 - June 2007
CSC November 2002 - January 2005
The Boeing Company 2000 - 2002
Skills
J2EE Architecture, Business Objects, Consultancy, Websphere, Weblogic, High Performance..., SQL Server, Oracle, Technical Architecture, Technical Management, Technology Development, Staff Mentoring, Consulting, Java Enterprise Edition, Enterprise Software, Microsoft SQL Server, Integration, Business Analysis, Apache, Business Intelligence, Web Applications, SDLC
Education
Iowa State University - College of Business 1999 — 2001
Bachelor of Science, Management Information Systems & Finance
The Ohio State University 1993 — 1997
Newedge USA May 2009 - Present
JPMorgan Chase January 2006 - April 2009
Cargill Investor Services, Inc. 1980 - 2005
Cargill Investor Services 1980 - 2005
Cargill Inc 1978 - 1980
Skills
Series 99, CRM, Electronic Trading, Integration, Project Management, Vendor Management, Product Management, Derivatives, User Acceptance Testing, Trading Systems, Windows, Business Analysis, Bloomberg, Management, Equities, Back Office, Outsourcing, Financial Markets, Market Data, Electronic Trading..., Options, FIX, Fixed Income, Equity Derivatives, Order Management
Education
University of Minnesota-Twin Cities 1977 — 1978
Computer Science
Iowa State University 1969 — 1973
B.S., Ag Business
JPMorgan Chase December 2012 - Present
Iowa State University March 2010 - Present
Nalco/Ecolab June 2011 - December 2012
Education
Iowa State University 2008 — 2012
BS, Management Information Systems
Alliance Residential Company March 2015 - Present
Mitchel Street publishing January 2014 - March 2015
JPMorgan Chase August 2011 - December 2013
Texas Health and Human Services Commission February 2010 - February 2011
Free Lance January 2004 - August 2009
TRO JungBrannen August 2000 - April 2003
Jessen Inc. May 1995 - June 1999
croslin and associates 1995 - 1996
Greaber Simmons & Cowan Architects August 1993 - May 1995
Skills
Submittals, Architecture, Construction Management, CAD, AutoCAD, Project Management, LEED AP, Construction, Contract Management, Management, Renovation, Architectures, Procurement, Contract Negotiation, Process Scheduler, Feasibility Studies, Design Research, Architectural Design, Program Development, Program Management, Project Planning, Process Improvement
Education
Iowa State University 1989 — 1993
Professional Bachelors of Architecture, Architecture
Iowa State University 1989 — 1993
BS, Architecture
Gensler August 2014 - Present
Slim-Shoppin April 2008 - Present
Aria Group Architects, Inc. December 2004 - August 2014
JPMorgan Chase January 1992 - December 2004
Skills
Microsoft Office, Teamwork, Wordpress, Microsoft Excel, Photoshop, Outlook, Customer Service, Events, Food, Internet, Microsoft Word, New Business Development, Social Networking, Nutrition, PowerPoint, Strategic Planning, Web Development, Hospitality, Restaurants, Cooking, Time Management, Blogging, Retail, Recipes, Social Media Marketing, Leadership, Facebook, WordPress, Budgets, Photography
Education
Iowa State University
Triton College 2007 — 2009
Associate Degree, Liberal Arts
Iowa State University 1986 — 1987
DMI (Digital Management, Inc.) August 2012 - Present
Walgreens April 2012 - August 2012
RR Donnelley November 2006 - March 2012
Alcatel-Lucent May 2005 - November 2006
JPMorgan Chase September 2003 - May 2005
ABN AMRO Bank N.V. June 2003 - September 2003
Prairie Packaging January 2003 - June 2003
Fireman's Fund Insurance Company May 1999 - November 2002
Aon June 1997 - May 1999
PCM (Personal Computer Maintenance) September 1995 - June 1997
Skills
Blackberry Enterprise..., Active Directory, Disaster Recovery, Hardware, Lotus Notes, Lotus Domino, Virtualization, Windows Server, Technical Support, Troubleshooting, Data Center, SAN, DNS, Blackberry, Network Security, Software Documentation, Security, Networking, Mobile Devices, SMTP, Vendor Management, Operating Systems, Google Apps, Google Docs, Windows 7, Group Policy, Spam Filtering, Network Infrastructure, TLS, Switches, Enterprise Mobility, Postini, MobileIron, Mobility Management
Education
Morton Collage 1998 — 1998
Computer Network theory and design
Triton Collage 1982 — 1983
Technical and General Studies
Iowa State University 1980 — 1982
Engineering
Wells Fargo August 2014 - Present
Fairway Independent Mortgage Corporation March 2014 - June 2014
JPMorgan Chase April 2013 - February 2014
JPMorgan Chase April 2012 - March 2013
Keller Williams Real Estate February 2008 - March 2012
SunTrust Bank October 2008 - June 2010
SunTrust Bank January 2008 - October 2008
Bank of America June 2006 - January 2008
Cafe Beaudelaire October 2002 - February 2005
Skills
Direct Sales, Loan Origination, Investment Banking, Banking, Real Estate Transactions, Real Estate, Mortgage Lending, Spanish-speaking, Brazilian Portuguese, Realtor Relations, Sales Management, Securities, Finance, Retail Banking, Short Sales, Foreclosures, Sales Process, Corporate Finance, FINRA, Series 6, Series 63, Fixed Annuities, Mutual Funds, Variable Annuities, Credit, FHA, Loans, Mortgage Banking, Refinance, Sales, VA Loans
Education
Iowa State University 1998 — 2002
Bachelor of Science (BS), Finance, General
Rushmore Loan Management Services LLC October 2013 - Present
JPMorgan Chase March 2009 - October 2013
American Home Mortgage Servicing March 2008 - March 2009
American Home Mortgage Servicing May 2007 - March 2008
Option One Mortgage October 2004 - May 2007
Option One Mortgage October 2003 - October 2004
Skills
Modifications, Mortgage Banking, Mortgage Lending, Loans, Loan Modifications, Loss Mitigation, FHA, Loan Origination, Credit, HAMP, Underwriting, Residential Mortgages, Mortgage Servicing, LPS, Banking, Foreclosures, Call Center, Loan Servicing, Real Estate, Mortgage Underwriting, Default, Project Management, Employee Training, Training, FDCPA, Portfolio Management, Asset Management
Education
Empire Academy 2007 — 2008
Makeup, Cosmetology
Irvine Valley College
HSBC Global Banking and Markets August 2014 - Present
Mercator Advisory Group September 2013 - August 2014
Bottomline Technologies January 2011 - August 2013
MasterCard May 2006 - January 2011
Comcast May 2004 - May 2006
JPMorgan Chase 2002 - 2004
Skills
Product Management, Marketing Strategy, Electronic Payments, Commercial Card, Management Consulting, Project Management, New Business Development, Manage Client..., Cash Management, Voice of the Customer, Banking, Software Development, Invoice Processing, Agile Methodologies, Cross-functional Team..., Leadership, Market Research, Payments, Salesforce.com, Strategy, Enterprise Software, Management, SaaS
Education
Ithaca College
Bachelor's degree
Long Island University, C.W. Post Campus
Master of Business Administration (MBA)
Penny Mac May 2014 - Present
JPMorgan Chase March 2013 - May 2014
Bank of America September 2011 - January 2013
Skills
Loans, Loss Mitigation, Underwriting, Default, Mortgage Banking, Credit, Loan Servicing, Mortgage Lending, Mortgage Servicing, Title Insurance, Foreclosures, Mortgage Underwriting, Banking, Loan Origination, Credit Analysis, Finance, Residential Mortgages, Refinance, FHA, Microsoft Office, Consumer Lending
Education
Islamic Azad University 1994 — 1998
Bachelor's degree, Business/Managerial Economics
JPMorgan Chase
Skills
Project Management
Education
Iowa State University
TSP Consulting Services, Inc. September 2013 - Present
JPMorgan Chase March 2001 - September 2013
Regions Financial Corporation November 1994 - July 2000
Vining Sparks, IBG October 1993 - October 1994
Deposit Guaranty National Bank July 1985 - October 1993
Skills
Microsoft Office, Problem Solving, Project Planning, Deadline Oriented, Process Evaluation, Process Improvement, Technical Writing, Organization, System Testing, System Implementations, Compliance, Regulatory Requirements, Internal Audit, Internal Communications, Oral & Written..., Analysis, Banking, Management, Mortgage Lending, Risk Management, Strategic Planning, Customer Service, Team Building, Credit, Financial Risk, Leadership, Loans
Education
Mississippi State University 1983 — 1985
Bachelor of Business Administration (BBA), Banking and Financial Support Services
Itawamba Community College 1981 — 1983
Associate of Arts (AA), Accounting and Finance
Mortgage Banker's Association School of Mortgage Banking
Accredited Mortgage Professional (AMP) designation
Nike September 2013 - Present
JPMorgan Chase July 2011 - August 2013
JP Morgan Chase June 2010 - August 2010
TIG Global October 2006 - August 2009
Langley High School Wrestling September 2008 - May 2009
Radio America June 2005 - August 2005
Skills
Digital Marketing, Strategy, Forecasting, Customer Experience, Relationship Management, Acquistions, Valuation, PPC, Online Advertising, Mobile Marketing, Brand Management, Digital Strategy, SEO, Digital Media, SEM, Analytics, Web Analytics, Email Marketing, Integrated Marketing, Market Research, Marketing Strategy, Social Media Marketing, Google Analytics, Media Planning, Budget, Competitive Analysis, Social Media, Marketing Communications, Media Buying, Project Management, Web Marketing, Interactive Marketing, Marketing, Google Adwords, Direct Marketing, Content Strategy, Online Marketing, Strategic Planning
Education
Temple University 2009 — 2011
MBA
Ithaca College 2002 — 2006
BA, Journalism
JPMorgan Chase October 2012 - March 2014
JPMorgan Chase October 2010 - October 2012
Fransen & Molinaro LLP March 2009 - May 2010
Skills
Seven years of mortgage..., 11 years of Customer..., Fluent in speaking and..., Expert in Word, Excel..., Highly detail oriented, Skilled Communicator, Organizational...
Education
Irvine Valley College 2013 — 2014
Associate of Arts in Business Administration
Foresight ASG July 2014 - Present
VisualDNA Russia September 2012 - June 2014
Genesys (Alcatel-Lucent) May 2011 - May 2012
University of San Francisco March 2011 - January 2012
JPMorgan Chase July 2010 - March 2011
Beal Bank September 2007 - August 2008
World Savings Bank/Wachovia Bank April 2006 - August 2007
Skills
PowerPoint, Excel, Word, Salesforce.com, SAP, Mac OS X, Windows, Microsoft Excel, Customer Service, Accounting, Time Management, Finance, OS X, Teamwork, Risk Management, Sales, Analysis, Microsoft Word, Auditing, Sales Operations, Microsoft Office, Access, Data Analysis, Banking, QuickBooks, 1C, E-Conomic
Education
University of San Francisco 2010 — 2012
Bachelor of Science (BS), Finance
Irvine Valley College 2006 — 2009
Business Administration, Business Administration major
Universitatea Transilvania din Brașov
JPMorgan Chase May 2011 - Present
Citizens Bank September 2009 - May 2011
HSBC December 2006 - September 2009
Skills
Retail Banking, Consumer Lending, Mutual Funds, Insurance, Series 7, Series 63, Investments, Credit, Retirement Planning, Fixed Annuities, Branch Management, Relationship Management, Credit Cards, Cross Selling, Fixed Income, Debit Cards, Sales, Finance, Banking, Management, Financial Services, Loans
Education
NYU 2000 — 2002
Graduate Certificate, Sports Marketing
Ithaca College 1985 — 1989
Bachelor of Science (BS), Finance
Strategos Capital Management July 2012 - Present
JPMorgan Chase August 2011 - July 2012
Parker Point Capital, LLC September 2010 - August 2011
Brighton House Associates August 2007 - August 2011
Skills
Investments, Relationship Management, Trading, Asset Management, Mutual Funds, Institutional..., Private Equity, Equities, Investor Relations, Bloomberg, Fund Of Funds, Asset Allocation, Alternative Investments, Asset Managment, Series 7, Investment Strategies, Fixed Income
Education
Isenberg School of Management, UMass Amherst 2004 — 2008
BS, College of Natural Resources and the Environment
Outward Bound Wilderness Program 2003 — 2003
Colorado Rockies
Framingham HS
Souther Cross University, Australia
Inbound Real Estate June 2015 - Present
Lit Amherst August 2014 - January 2015
JPMorgan Chase June 2013 - August 2013
State Street January 2013 - May 2013
EMC 2011 - 2011
Education
Isenberg School of Management, UMass Amherst 2010 — 2014
West Palm Beach May 2005 - Present
JPMorgan Chase, New York, NY February 1973 - May 2005
JPMorgan Chase February 1973 - May 2005
Skills
Trade, Treasury, Cash,..., Cash Flow, Cash Management, Certified Treasury..., Treasury Services, Treasury Management, Trade Finance, Letters of Credit, Documentary Collections, Lockbox
Education
Iona College 1969 — 1973
BBA, Accounting
Mount St. Michael Academy, Bronx, NY 1965 — 1969
New York State Regents Academic, Romance Languages, Literatures, and Linguistics
JPMorgan Chase July 2013 - Present
US Census Bureau October 2012 - July 2013
US Census Bureau September 2010 - October 2012
US Census Bureau April 2005 - September 2010
Skills
SAS, Perl, Regular Expressions, SQL, Linux, Unix, Software Development, Requirements Analysis, Data Analysis, Project Management
Education
Iowa State University 2000 — 2004
BS, Mathematics, Computer Science
JPMorgan Chase July 2003 - Present
Intermedia May 1998 - February 2003
Intermedia Communications/WorldCom 1998 - 2003
Bank of America February 1988 - May 1998
Education
Ithaca College 1973 — 1974
MS, Music Education
The King's College 1969 — 1973
BS, Music Education
American Express 1999 - 2012
Peace Corps January 1997 - May 1999
JPMorgan Chase 1990 - 1993
Skills
Project Management, Partner Management, Goal Setting, Process Improvement, Cost Reduction..., Building Relationships, Vendor Management, Procurement Strategies, Staff Development, Cross-functional Team..., International Relations, Business Transformation, Driving Results, Staff Management, Supplier Negotiation
Education
NYU School of Continuing Education 1992 — 1993
Diploma, Direct Marketing
Iona College 1982 — 1986
Bachelor's degree, Marketing
SAP America, Inc. 2011 - Present
Campbell Soup Company 2010 - 2011
Pfizer Inc (formerly Wyeth Pharmaceuticals) 2008 - 2010
JPMorgan Chase 2002 - 2008
JPMorganChase 2000 - 2002
JPMorganChase 1996 - 2000
JPMorganChase 1994 - 1996
JPMorganChase 1993 - 1994
Skills
Employee Relations, Talent Management, Performance Management, Personnel Management, Employee Engagement, Human Resources, Recruiting, Deferred Compensation, Employee Benefits, Leadership, Strategy, Process Improvement, Team Building, Policy, Conflict Resolution, Compensation & Benefit, Succession Planning, Onboarding, Workforce Planning, HRIS, Talent Acquisition, Temporary Placement, Organizational Design, Applicant Tracking...
Education
Ithaca College 1989 — 1993
B.S., Human Resources Management
Simsbury High School
JPMorgan Chase May 2014 - Present
Brown Brothers Harriman 2011 - 2013
Brown Brothers Harriman 2009 - 2013
Brown Brothers Harriman 2006 - 2011
Brown Brothers Harriman 2001 - 2006
Brown Brothers Harriman 1998 - 2001
Brown Brothers Harriman 1994 - 1998
Brown Brothers Harriman 1991 - 1994
Bank of Boston 1986 - 1991
State Street Bank and Trust 1985 - 1986
Education
Ithaca College
BS Business Administration, Management
BGC Partners May 2015 - Present
Tradition May 2014 - April 2015
Bonds.com May 2013 - April 2014
Vyapar Capital Markets March 2006 - April 2013
Vyapar Capital Market Partners March 2006 - March 2008
Tullett Liberty March 2005 - March 2006
JPMorgan Chase March 2004 - March 2005
New York Life Investment Management September 2001 - March 2004
New York Life Insurance Company September 2001 - December 2001
Fidelity Investments June 2000 - September 2001
Skills
Bloomberg, Equities, Investments, Risk Management, Credit, Finance, Microsoft Office, Sales, Pricing, Customer Service, Funding, Fixed Income, Credit Derivatives, Derivatives
Education
University of Massachusetts at Amherst - Isenberg School of Management 1996 — 2000
Bachelor of Business Administration (BBA)
Thomson Reuters January 2010 - Present
JPMorgan Chase 2005 - 2009
Stratford Funding 2002 - 2005
PGA TOUR 1996 - 2002
Skills
New Business Development, Sales Management, Direct Sales, Account Management, Inside Sales, Salesforce.com, Investments, Origination, Event Planning, Event Management, Event Marketing, Corporate Events, Special Events, Operations Management, Commercial Lending, Mortgage Lending, Mortgage Banking, Construction Management, Cold Calling, Business Development
Education
Ithaca College 1992 — 1996
Bachelors of Science, Accounting / Environmental Science
JPMorgan Chase March 2007 - Present
Chase Bank February 2003 - Present
Education
Iowa State University
Bachelor of Science (BS), Finance
FMC Technologies October 2013 - Present
BAE Systems March 2009 - October 2013
Korman Marketing Group 2006 - 2008
Wellness International Network 2004 - 2006
JPMorgan Chase 2001 - 2004
Skills
SharePoint, Crisis Communications, Strategic Communications, Community Relations, Social Media, Corporate Communications, Strategic Planning, Web Content Management, Corporate Social..., Publications, Social Networking, Proofreading, Editing, Media Relations, Intranet, Communications Planning, Event Management, Employee Engagement, Newsletters, Messaging, Marketing Communications, Non-profits, Journalism, Crisis Management, Project Management, Internal Communications, Facebook, Press Releases, Blogging, Event Planning, Internal & External..., Publishing, Content Development, InDesign, Fundraising, Community Outreach, Creative Direction, Community Development, Speech Writing, Communication Training, Change Management, Message Development, Public Relations, Reputation Management, Public Affairs, Marketing, Copywriting, Publicity, Content Management, Copy Editing
Education
Ithaca College
Master's degree
Southern Methodist University 1996 — 2000
BA
Western Reserve Academy 1994 — 1996
High School Diploma
JPMorgan Chase June 2014 - Present
Boston University August 2013 - June 2014
George Mason University August 2010 - August 2013
University of Missouri - Department of Athletics August 2008 - July 2010
Riverbend High School August 2005 - July 2008
Skills
Counseling, Sports, Health, Event Management, Curriculum Design, Classroom Instruction, Teaching, Fundraising, Mentoring, Scheduling, Program Development, Qualitative Research, Community Outreach, Curriculum Development, Student Services, Psychology, Higher Education, Academic Advising, Student Development, Grant Writing, Student Affairs, Time Management, Program Evaluation, Student Engagement, Admissions, Event Planning, Career Counseling
Education
University of Missouri 2008 — 2010
M.Ed, Educational & Counseling Psychology
Ithaca College 2001 — 2005
Bachelor of Science, Health & Physical Education
JPMorgan Chase December 2013 - Present
J.P. Morgan June 2013 - November 2013
J.P. Morgan June 2013 - November 2013
Skills
Microsoft Office, Teamwork, Hardwork, Outlook, Multi Tasking, Flexible Schedule, Problem Solving, Self-starter, Self-driven, Learning Quickly, Written & Verbal..., Proficient Typing Skills, Work Ethic
Education
Ithaca College 2010 — 2013
Bachelor of Applied Science (BASc), Marketing/Marketing Management, General
BNY Mellon June 2014 - Present
JPMorgan Chase June 2013 - August 2013
Clough Capital Partners, L.P. December 2012 - January 2013
KPMG June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg Terminal, Customer Service, Teamwork, English, Banking, Research, Windows, Social Media, Team Leadership, Public Speaking, Time Management, Access, Leadership
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Economics
2016 Level II Candidate in the CFA Program
Envoy Mortgage August 2014 - Present
Towne Bank Mortgage October 2009 - August 2014
SunTrust Mortgage April 2009 - October 2009
JPMorgan Chase December 2007 - March 2009
Indymac Bank November 2004 - December 2007
Saxon Mortgage August 1997 - October 2004
Saxon Mortgage, Inc., A Morgan Stanley Company 1997 - 2004
Americas Moneyline 1997 - 2000
Wells Fargo Home Mortgage January 1993 - January 1997
the sweet life July 1988 - January 1993
Skills
Sales, Retail, Mortgage Banking, Credit, Mortgage Lending, Loans, VA Loans, Loan Origination, FHA Financing, Banking, Credit Analysis, USDA, Management, Residential Mortgages, Underwriting, Refinance, FHA, Mortgage Underwriting
Education
Irvine Valley College
Irvine Valley College
University High School
Blue Fountain Media May 2013 - Present
JPMorgan Chase November 2012 - May 2013
Barclays January 2009 - November 2012
Lehman Brothers January 2004 - December 2008
Neuberger Berman November 2000 - December 2008
Goldman Sachs August 2000 - November 2000
Skills
User Experience, Dreamweaver, Information Architecture, Human Computer..., User Interface Design, Wireframes, Interaction Design, Usability, Visio, User-centered Design, SQL, Photoshop, XML, Mobile Applications, Accessibility, Balsamiq, Axure, Illustrator, PowerPoint, UI Frameworks, jQuery, WordPress, Web Design, CMS, Web Analytics, Heuristic Evaluation, CSS3, Adobe LiveCycle Designer, HTML5, Word, Excel, Magento, Drupal, Responsive Design, Conceptual Modeling, User Scenarios, Mobile Interface Design, OmniGraffle, A/B testing, iRise, Personas, Final Cut Pro, Cubase, Pro Tools, Audio Engineering, Technical Writing, Functional..., Creative Writing, Rapid Prototyping, HTML
Education
Iowa State University 2014 — 2016
Master of Science (M.S.), Human Computer Interaction
Wagner College
Master of Business Administration M.B.A., Marketing / Advertising
Wagner College
Bachelor of Science B.S., Economics / Business Administration
Bishop Ford High School
High School Diploma, Economics
Verizon January 2014 - Present
JPMorgan Chase September 2009 - November 2013
JPMorgan Chase July 2005 - September 2010
Chase Home Finance 2002 - 2008
JPMorgan Chase September 2004 - July 2005
JPMorgan Chase September 2002 - September 2004
Merrill Lynch March 1998 - September 2002
AIG 1993 - 1998
Skills
Process Improvement, Strategy, Project Management, Leadership, Program Management, Management, Strategic Planning, Six Sigma, Competitive Analysis, Product Management, Analytics, Business Strategy, Multicultural Marketing, Coaching, Public Speaking, Marketing Strategy, Marketing, Media Relations, Talent Management, Strategic Planning &..., Six Sigma Master Black..., Diversity & Inclusion, Agency Agreements, iGrafx, Cross-functional Team...
Education
Ithaca College
BFA, Theater Management
New Jersey Institute of Technology
Graduate Certificate in eCommerce
JPMorgan Chase August 2014 - Present
JPMorgan Chase January 2014 - Present
JPMorgan Chase June 2012 - January 2014
Citi March 2011 - June 2012
Citi May 2010 - March 2011
New York City Department of Small Business Services July 2008 - May 2010
Skills
Non-profits, Research, Economic Development, Policy Analysis, Financial Analysis, Community Outreach, Spanish, Fundraising, Policy
Education
Ithaca College
Political Science
A Fun Place January 2015 - Present
Immaculate Conception School September 2012 - September 2014
Nil Livestock LLC April 2011 - March 2012
Unique Setting of New York September 2009 - August 2010
JPMorgan Chase February 2007 - September 2009
Skills
Access, Microsoft Office, Customer Service, Microsoft Word, Accounts Payable, Microsoft Excel, Research, PowerPoint, Outlook, Financial Analysis, Higher Education, Banking, Project Management, Project Planning, Public Speaking, Editing, Event Planning, Account Reconciliation, Teaching, English, Nonprofits, Public Relations, Accounts Receivable, Analysis, Management, Budgets, Teamwork, Leadership, Social Media
Education
Istanbul University
Conservation of Art
TIAA-CREF August 2013 - Present
TIAA-CREF 2011 - August 2013
Aerotek 2009 - 2010
Bank of America 2008 - 2009
State of Israel Bonds 2002 - 2008
US Trust 2001 - 2002
JPMorgan Chase 2000 - 2001
JPMorgan Chase 1997 - 2000
Skills
Client Relationship..., Team Building, Public Speaking, Management, Retirement Planning, Collaboration, Problem Solving, Strategic Thinking, Financial Services, Investments, CRM, Leadership, Securities, Mutual Funds, Series 63, Portfolio Management, Banking, Wealth Management, Business Process..., Risk Management, Equities, Retirement, Loans, Bonds, FINRA, Credit, Insurance, Fixed Annuities, Investment Strategies, Strategy, 401k, Sales, Finance, Relationship Management, Wealth, Strategic Financial..., Series 7, Call Centers, Investment Advisory, Uniform Combined State..., Asset Allocation, Pensions, Asset Management, Alternative Investments, Fixed Income, IRAs, Life Insurance, Options, Series 24, Financial Risk
Education
Pratt Institute
Industrial Design
Ithaca College
Music Education
H Frank Carey JSHS
Executive Brand Coach April 1996 - Present
JPMorgan Chase 1987 - 1989
Irving Trust Company 1985 - 1987
Skills
Executive Coaching, CEO Coaching, Leadership Development, Coaching, Career Development, Writing, Resume Writing, Board Level Resumes, Training, Entrepreneurship, Leadership, Consulting, Public Speaking, Change Management, Management, Small Business, Organizational..., Program Management, Business Development, Interviews, Strategic Planning, Personal Branding, Marketing, Management Development, Team Building, Management Consulting, Social Media, Business Strategy, Performance Management, Talent Management, New Business Development, Strategic Partnerships, Workshop Facilitation, Marketing Strategy, Speech Writing, Strategy, Personal Development, Executive Management, Career Counseling, Start-ups, Business Planning
Education
Syracuse University
MS, English/Education
Ithaca College
BA, English Major/History Minor
University of London
Modern British Literature
JPMorgan Chase March 1995 - Present
Ernst and Young September 1990 - March 1995
Skills
Securities, Equities, Alternative Investments, Fixed Income, Hedge Funds
Education
Isenberg School of Management, UMass Amherst 1986 — 1990
BBA, Accounting
Bain Capital -Sankaty Advisors September 2012 - Present
Bain Capital- Sankaty Advisors July 2010 - November 2012
JPMorgan Chase February 2008 - July 2010
Bank Hapoalim June 2007 - August 2007
Skills
Investor Relations, Investor Reporting, Fixed Income, Client Services, Derivatives, Capital Markets, Bloomberg, Fund Accounting, Financial Modeling, Marketing Communications, CRM Databases
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2007
BBA, Finance
Tel Aviv University 2006 — 2006
Gann Academy 1999 — 2003
SASSDS (South Area Solomon Schechter Day School) 1993 — 1999
J.P. Morgan February 2015 - Present
JPMorgan Chase June 2013 - February 2015
JPMorgan Chase November 2011 - June 2013
Worden Capital Management June 2011 - October 2011
Capital One May 2010 - September 2010
Skills
FINRA, Portfolio Management, Mergers & Acquisitions, Bloomberg, Cash Management, Financial Analysis, Banking, Microsoft Office, Risk Management, Sales, Customer Service, Equities
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2011
Bachelor of Business Administration, Finance, Communications
JPMorgan Chase December 2007 - Present
JP Morgan October 2005 - December 2007
JPMorgan Chase December 2004 - October 2005
Education
Iona College 1986 — 1989
Bachelor of Business Administration (BBA), Marketing
JPMorgan Chase November 2012 - Present
JPMorgan Chase March 2012 - Present
JP Morgan October 2010 - Present
BNY Mellon March 2006 - October 2010
West LB; German Savings Bank March 2002 - February 2006
Barclays Capital April 2000 - November 2001
PricewaterhouseCoopers February 1997 - January 1999
Skills
Latin American markets, Vendor Management, Risk Management, Budgeting, Operational Risk, Financial Analysis, Project Management, SDLC, Process Engineering, Financial Reporting, Accounting, Forecasting, MIS, Information Risk, General Ledger..., Equities, Variance Analysis, Analysis, Auditing, Banking, Budgets, Business Planning, Business Process..., Finance, Financial Forecasting, Internal Controls, Process Improvement, Project Portfolio..., Strategic Financial..., Strategy
Education
Villanova University 2008 — 2009
Masters Certificate, Applied Project Management
Ithaca College
Accounting, Minor in Politics
US Bank Home Mortgages June 2013 - Present
JPMorgan Chase June 2012 - June 2013
Lincoln Property Company September 2010 - May 2012
Skills
Yardi, Microsoft Excel, Microsoft Word, Closr Mortgage System, Marketing, Sales, Customer Satisfaction, Property Management, Residential Mortgages
Education
Iowa State University 2005 — 2009
Bachelor of Science, Business Administration; Finance
Grant Associates Inc August 2011 - Present
JPMorgan Chase February 2009 - June 2011
JPMorgan Chase February 2005 - June 2011
Skills
Recruiting, Applicant Tracking..., Account Management, Customer Service, Resume Writing, Talent Acquisition, Onboarding, New Business Development, Sourcing, Employee Relations, Employee Training, Microsoft Office, Interviews, Technical Recruiting, Human Resources, New Hire Orientations, Leadership, Training, Employee Benefits, Cold Calling, College Recruiting
Education
Island Drafting and Technical Institute 1998 — 2001
Associate's degree, pc servicing and electronic technology
hempstead high school 1994 — 1998
high school diploma
JPMorgan Chase January 2012 - Present
JPMorgan Chase February 2007 - January 2012
JPMorgan Chase October 1997 - January 2007
HSBC 1989 - 1997
Skills
Trading, Management, Fixed Income, Capital Markets, Derivatives, Equities, Investment Banking, Hedge Funds, Structured Products, FX Options, Credit Derivatives, Financial Markets, Portfolio Management, Bonds, Bloomberg
Education
University of Massachusetts at Amherst - Isenberg School of Management 1985 — 1989
BBA, International Finance
Fayer Events March 2015 - Present
J.P. Morgan July 2011 - April 2013
JPMorgan Chase July 2007 - July 2011
The Wakeman Agency November 2006 - June 2007
JSL Publicity & Marketing September 2004 - September 2006
Skills
Event Management, Marketing, Event Planning, Social Media, Social Media Marketing, Microsoft Excel, Blogging, Press Releases, Microsoft Office, Public Relations, Management, Fundraising, Social Networking, Marketing Communications
Education
Iona College 2001 — 2003
BBA, Marketing
University of Miami 1999 — 2001
Business, Graphic Design
NRHS
Janssen, Pharmaceutical Companies of Johnson and Johnson 2014 - Present
AstraZeneca 2011 - 2014
JPMorgan Chase 2008 - 2010
DuPont 2004 - 2008
Fleishman-Hillard 1998 - 1999
Skills
Strategic Communications, Corporate Communications, Media Relations, Internal Communications, Crisis Communications, Strategy, Marketing Communications, Public Relations, Integrated Marketing, Reputation Management, Marketing, Social Media, Advertising, Message Development, Product Launch, Leadership, Strategic Planning, Positioning, Communications Planning, Strategic Partnerships, Public Affairs, Speech Writing, Messaging, press releases, social media marketng, Marketing Strategy, Thought Leadership, corporate positioning, Six Sigma, Project Management, Event Management, Newsletters, Sales Communications
Education
Iowa State University - College of Business
Bachelor of Business Administration, Marketing
Arden Asset Management June 2008 - Present
Citi May 2005 - June 2008
Citi August 2005 - November 2007
Citi January 2001 - May 2005
JPMorgan Chase August 1999 - January 2001
Morgan Stanley June 1995 - July 1999
Skills
Prime Brokerage, Financial Risk, Commodity, Financial Services, Broker-Dealer, FINRA, Hedge Funds, Alternative Investments, Fund Of Funds, AML, KYC, Securities, Fixed Income, Equities, Investment Advisory, ETFs, Asset Managment, Portfolio Management, Investments, Mutual Funds, Asset Management, Options, Capital Markets, Risk Management, Wealth Management, Trading, Investment Management, Asset Allocation, Anti Money Laundering
Education
St. John's University School of Law 1994 — 1997
JD
Iona College 1988 — 1992
BA
Holy Trinity Diocesan High School 1984 — 1988
HS
JPMorgan Chase March 2012 - Present
JPMorgan Chase September 2009 - March 2010
Bank of America/Countrywide Division February 2009 - August 2009
Looking ahead for new position June 2006 - June 2008
JPMorgan Chase November 1998 - June 2008
JPMorgan Chase/Chase Home Finance 1998 - 2008
JP Morgan Chase Bank 1998 - 2008
JP MorganChase 1998 - 2008
Cityscape 1993 - 1998
Skills
Loans, Mortgage Lending, Due Diligence, Underwriting, Mortgage Banking, Training, Customer Service, Management, Banking, Sales, Credit, Loan Origination, Credit Analysis, Residential Mortgages, Refinance, Finance, Risk Management, FHA, Portfolio Management, Leadership
Education
Ithaca College
Independent Consultant September 2015 - Present
CUNA Mutual Group December 2014 - July 2015
Assurant December 2013 - October 2014
RTI June 2011 - December 2013
Thomson Reuters October 2010 - June 2011
JPMorgan Chase October 2003 - January 2010
Schwan's 2001 - 2003
AT&T August 2000 - October 2001
Musicland 1999 - 2000
MediaOne 1997 - 1999
Skills
Program Management, Management, Project Management, PMO, Leadership, SDLC, Vendor Management, Risk Management, Team Leadership, Strategic Planning, Business Analysis, IT Management, Project Delivery, Business Process..., Process Improvement, Recruiting, Cross-functional Team..., Finance, Release Management, Software Development, Quality Assurance, Enterprise Software, Six Sigma, Business Strategy, Change Management, Operations Management, Business Process, Visio, Software Project..., Project Portfolio..., Quality Management, Restaurant Management, Training, Application Support..., Cost Management, Procurement, Budgets, Outsourcing, Information Technology, CRM, Business Intelligence, Communication, Organizational..., Influence Others, Corporate Governance, Audit and Compliance, Governance, PMP, Security, Executive Management
Education
Isenberg School of Management, UMass Amherst 2003 — 2006
MBA, Business
University of Wisconsin-Madison 1988 — 1992
BBA, Business Administration, Major: Accounting
Oregon School System
High school diploma
J.P. Morgan Asset Management July 2015 - Present
Minutemen Equity Fund September 2014 - May 2015
JPMorgan Chase June 2014 - August 2014
Minutemen Equity Fund December 2011 - August 2014
UMass Finance Society January 2013 - December 2013
State Street September 2012 - December 2013
Liberty Mutual Insurance June 2013 - August 2013
Isenberg Networking Club January 2012 - December 2012
Skills
Microsoft Excel, PowerPoint, Leadership, Microsoft Office, Finance, Bloomberg, Investments, Investment Advisory, Professional Networking, Equities, Analysis, Macromedia Dreamweaver, Entrepreneurial Skills, Investment Strategies, Economics, Financial Modeling, Business Networking
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration, Finance and Economics
John Cabot University 2014 — 2014
Finance and Economics
East Bridgewater High School 2007 — 2011
High School Diploma, General Education
JPMorgan Chase June 2012 - Present
Skills
Banking, Credit, Portfolio Management, Financial Analysis, Loans, Relationship Management
Education
Irvine Valley College 1998 — 2004
Business, Management, Marketing, and Related Support Services
Castle Grove Capital, LLC July 2013 - Present
Octavian Advisors, LP April 2006 - December 2011
Robeco Investment Management May 2005 - April 2006
EagleRock Capital Management, LLC January 2002 - April 2005
JPMorgan Chase June 1994 - October 2001
Texas Instruments June 1986 - September 1992
Skills
Investment Banking, Corporate Finance, Equities, Investments, Private Equity, Financial Modeling, Valuation, Mergers & Acquisitions, Hedge Funds, Capital Markets
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (M.B.A.), Finance, General
Iowa State University 1982 — 1986
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Wells Fargo February 2014 - Present
JPMorgan Chase October 2012 - February 2014
JPMorgan Chase May 2001 - October 2012
Skills
Business Planning, Banking, New Business Development, Relationship Management, Sales, Commercial Lending, Small Business Lending, Finance
Education
Ithaca College
Bachelor of Science (B.S.), Personnel-Industrial Relations
JPMorgan Chase & Co. October 2015 - Present
JPMorgan Chase January 2013 - Present
Jin Japanese March 2011 - June 2013
Skills
Banking, Credit, Retail Banking, Commercial Banking
Education
California State University-Fullerton 2012 — 2015
Bachelor's Degree, Finance, General
Irvine Valley College 2008 — 2011
Associate's degree, Business administration
Corsair Capital Management February 2014 - Present
Aberdeen Asset Management / Artio Global Investors April 2011 - December 2013
Gemini May 2008 - April 2011
Cohen & Steers October 2006 - May 2008
JPMorgan Chase August 2005 - October 2006
United States Marine Corps January 1998 - January 2001
Skills
Financial Advisory, Mutual Funds, Separately Managed..., Fixed Income, Equities, Financial Services, Series 63, Series 7, Alternative Investments, Asset Allocation, Management, Sales, Corporate Finance, Due Diligence, Investments, Equity Research, Financial Markets, Investment Management, Financial Modeling, Fund Of Funds, Bonds, Investment Advisory, Hedge Funds
Education
Isenberg School of Management, UMass Amherst 2001 — 2004
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2004
Bachelor of Business Administration (BBA), Finance and Financial Management Services
JPMorgan Chase June 2014 - August 2014
Blue Cross Blue Shield of Massachusetts February 2014 - June 2014
Suffolk University September 2012 - January 2014
Wells Fargo Home Mortgage May 2012 - August 2012
Chinese Association of Iowa January 2011 - August 2012
Kingland Systems November 2011 - April 2012
Iowa State University March 2010 - January 2012
Iowa State University October 2009 - December 2011
Iowa State University August 2010 - May 2011
Citi May 2010 - August 2010
Skills
Financial Reporting, Data Analysis, SAS, Public Relations, Team Building, Leadership, Microsoft Office, Public Speaking, Budgets, Research
Education
Suffolk University 2012 — 2013
Master of Science (MS), Finance, General, 3.7/4.0
Iowa State University 2008 — 2012
Bachelor's degree, Economics, 3.4/4.0
Dibble Equipment September 2014 - Present
JPMorgan Chase February 2012 - August 2014
Adirondack Small Cap Fund (ADKSX) July 2011 - February 2012
Northwestern Mutual May 2009 - December 2010
Education
Ithaca College 2007 — 2011
BS, Business Administration: Finance & Marketing
Red 5 Studios December 2013 - Present
HID Global June 2013 - December 2013
DisplayWorks December 2012 - June 2013
RHI April 2012 - December 2012
Urban Bicycle Outfitters June 2011 - June 2012
JPMorgan Chase July 2009 - May 2011
Northwestern Mutual August 2008 - December 2008
Fry's Electronics June 2007 - January 2008
Skills
Excel, Customer Service, Auditing, Marketing, Portfolio Management, Financial Analysis, Strategic Financial..., Financial Modeling, Banking, Financial Reporting, Accounting, Investments, Finance, Credit, Risk Management, PowerPoint, Forecasting, Budgets, Microsoft Word, Sales Management, Microsoft Excel, Managerial Finance, Cash Flow, General Ledger, Invoicing
Education
California State Polytechnic University 2007 — 2011
Bachelor of Science, Business Administration; Finance
Irvine Valley College 2006 — 2007
Accounting and Finance
JPMorgan Chase May 2014 - Present
Sedgwick CMS February 2012 - April 2014
Sedgwick CMS August 2010 - February 2012
Sedgwick CMS September 2008 - July 2010
Sedgwick CMS May 2006 - August 2008
Skills
Workers Compensation, Claims Management, Disability Management, FMLA, Disabilities, Claim, Disability Insurance, Workers' Compensation..., Short Term Disability
Education
Robert Morris College 2011 — 2015
Master's Degree, Information Systems
Iowa State University - College of Business 2001 — 2004
Bachelors, MIS
Iowa State University August 2015 - Present
JPMorgan Chase June 2012 - August 2015
NAVAIR June 2011 - August 2011
Skills
Data Analysis, Project Management, User Research, Cognitive Psychology, Qualitative &..., Industrial Engineering, SQL, Digital Strategy, Agile Methodolgy, Microsoft Excel, Lean Fundamentals, Strategic Planning, Business Process..., JIRA, Marketing Strategy, SDLC, Social Media, Software Documentation, Statistical Modeling, Data Visualization, Engineering Statistics, HTML, CSS, Process Flow Charts, Visio, Databases, Visual Basic, Six Sigma, Supply Chain..., R, Strategic Thinking, Microsoft Office, MS Project, Pivot Tables, SAS, Forecasting, Python, Tableau, Communication
Education
West Virginia University 2008 — 2012
Bachelors, Industrial Engineering
Iowa State University
Master of Science (MSc), Human Computer Interaction
AIG July 2015 - Present
Central Ohio Java Users Group March 2011 - July 2015
JPMorgan Chase May 2006 - July 2015
JP Morgan May 2006 - July 2015
JPMorgan 2006 - July 2015
JPMorganChase 2006 - July 2015
Houston Techfest July 2008 - March 2011
Houston Java Users Group January 2008 - March 2011
LogicaCMG February 2006 - May 2006
Worksuite July 2000 - May 2006
Skills
SDLC, Software Development, Agile Methodologies, Enterprise Architecture, Requirements Analysis, Consulting, Business Analysis, Integration, Software Project..., SQL
Education
Texas A&M University 1993 — 1995
MS, Management Information Systems
Ithaca College 1989 — 1992
BS, Business Management
JPMorgan Chase May 2015 - Present
JPMorgan Chase September 2011 - May 2015
JPMorgan Chase - Community Development Real Estate July 2000 - September 2011
Chase Insurance Group (JPMorgan Chase) 2000 - 2002
MDRC 1998 - 2000
Skills
Real Estate Economics, Real Estate Development, Affordable Housing, Real Estate, LIHTC, Tax Credits, Credit, Community Development, Real Estate Financing, Due Diligence, Banking, Financial Analysis, Underwriting, Real Estate Transactions, Disposition, Government, Loans, Asset Management, Property Management, HUD, Leases, Commercial Real Estate, Investment Properties, Finance, Mortgage Lending, Commercial Lending, Financial Structuring, Investments, Valuation, Brokerage, Portfolio Management, Location Intelligence, Financial Modeling, Acquisitions, Loan Origination
Education
University of Wisconsin-Madison 1996 — 1998
Master's Degree, Public Policy & Economic Development
Iowa State University 1991 — 1996
BBA & BS, Business Management & Sociology
JPMorgan Chase July 2013 - Present
Massachusetts Higher Education Consortium August 2012 - May 2013
Isenberg School of Business Management September 2010 - December 2012
EXPRESS; American Eagle; Aéropostale June 2007 - September 2012
InterFACE Holdings Group LLC. June 2012 - June 2012
Thoreau Area Office January 2010 - May 2012
Skills
Time Management, Leadership, Team Leadership, Marketing, Event Planning, PowerPoint, Public Relations, Microsoft Excel, Research, Networking, Customer Service, Microsoft Office, Microsoft Word, Public Speaking, Teamwork, Spanish, Accounting, Photoshop, Finance, Bloomberg, Mutual Funds, Money Market Funds, NASDAQ, FX Swaps, Interest Rate Swaps, Equity Swaps, Mentoring, Volunteering
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
BBA, Major: Finance; Minor: Spanish
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Redfin April 2015 - Present
Redfin January 2014 - March 2015
Microsoft August 2011 - March 2015
Microsoft June 2010 - August 2011
JP Morgan Chase & Co March 2006 - June 2010
JPMorgan Chase March 2005 - March 2006
JPMorgan Chase February 2004 - March 2005
JP Morgan Chase November 1999 - February 2004
JP Morgan Chase April 1996 - November 1999
JPMorgan Chase February 1993 - April 1996
Skills
Instructional Design, Performance Consulting, Performance Management, Mentoring, Coaching, Employee Training, Organizational..., Employee Engagement, Training, Needs Analysis, Action Oriented, Program Management, Training Management, Leadership Development, Project Management, Team Management, Cross-functional Team..., Process Improvement, E-Learning, Management, Instructor-led Training, Training Delivery, Call Centers, Interviews, Cloud Computing, Blended Learning, Integration, Staff Development, Captivate, Career Development, Personnel Management, Onboarding, Talent Management, Quality Assurance, Performance Improvement, Workshop Facilitation, Operations Management, Learning Management, Project Planning, Change Management, Organizational..., Succession Planning, Executive Coaching, Vendor Management, Consulting, Learning Management..., Organizational Design, Leadership
Education
Ithaca College 1989 — 1991
MS, Corporate Communications & Instructional Design
Ithaca College 1985 — 1989
BS, Broadcast Journalism
GE Capital July 2014 - Present
State Street September 2012 - March 2014
JPMorgan Chase June 2013 - August 2013
Bristol County Savings Bank June 2012 - January 2013
Bristol County Savings Bank July 2009 - January 2012
DePuy Institute, Johnson & Johnson February 2010 - June 2010
Skills
Microsoft Office 2010, Minitab, Dependable, Organized, Efficient, Diligent, Multi-Currency Horizon, Microsoft Word, Office 2010, Microsoft Office, Financial Accounting, Finance, Data Analysis, Corporate Finance, Accounting, Investments, Banking, Analysis, Financial Analysis, Leadership, Microsoft Excel, PowerPoint, Teamwork
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General, 3.88 GPA
First Midwest Bank July 2012 - Present
JPMorgan Chase June 2011 - July 2012
First Midwest Bank September 2010 - June 2011
Mark/Ryan Associates August 2009 - August 2010
Systems Research Inc. (SRI) July 2003 - June 2009
Skills
Commercial Banking, Accounting, Recruiting, Contract Recruitment, Corporate Recruiting, Finance, Treasury, Sourcing, Technical Recruiting, Talent Acquisition, Customer Service, Investment Banking, Temporary Staffing, Retail Banking, Internet Recruiting, Temporary Placement, Credit, Asset Management, Screening, Negotiation, Banking, Interviews, Loans, Staff Augmentation, Applicant Tracking..., Management, Leadership, Financial Services, Employee Benefits, Employee Relations, Cold Calling, Sales, Human Resources, College Recruiting, Hiring, Permanent Placement, Benefits Negotiation, PeopleSoft, Relationship Management, Taleo, Employer Branding, Executive Management, Executive Search, Staffing Services, Recruitment Advertising, Screening Resumes, Talent Management, Onboarding, Commercial Lending, Real Estate
Education
Iowa State University - College of Business 1997 — 2001
Bachelors Degree, Finance
Schaumburg HS
JPMorgan Chase March 2014 - Present
Skills
Data Warehousing, Business Intelligence, ETL, Data Modeling, Databases, PL/SQL, Oracle, Business Analysis, Database Design, SQL, Analytics, Database Administration, Requirements Gathering, Informatica, Testing, Business Objects, DB2, Erwin, Architectures, Datastage, PostgreSQL, ParAccel, PostgresSQL, SAS BI Platform...
Education
Iowa State University 1986 — 1990
BBA
Iowa State University - College of Business 1986 — 1990
Bachelor of Business Administration (B.B.A.)
Malvern 1982 — 1986
High School
The NPD Group July 2014 - Present
JPMorgan Chase June 2011 - May 2014
DealerTrack Inc October 2005 - June 2011
JPMorgan Chase 1998 - 2005
Skills
Vendor Management, Disaster Recovery, IT Management, ITIL, Software Project..., Project Management, Technical Support, Requirements Analysis, SDLC, IT Service Management, IT Strategy, Integration, Incident Management, Business Analysis, Data Center, Visio, PMO, Project Portfolio..., Cloud Computing, Process Improvement, Unix, PMP, SharePoint, Enterprise Architecture, IT Operations, System Deployment, Information Technology, Business Process, Software Documentation
Education
SUNY Farmingdale 1989 — 1996
B.S., Aviation Administration
Ithaca College 1987 — 1988
Barclay Card Senior DirectorBarclays2007 - Present
Barclays 2007 - Present
Barclays 2007 - Present
JPMorgan Chase April 2003 - February 2007
American Express August 1991 - March 2003
Education
Iowa State University 1981 — 1990
JPMorgan Chase July 2012 - Present
JP Morgan Chase April 2007 - August 2012
Morgan Stanley August 2005 - April 2007
Skills
Event Planning, Meeting Planning, Event Management, Customer Service, Human Resources
Education
Isenberg School of Management, UMass Amherst 2001 — 2005
University of Massachusetts, Amherst 2001 — 2005
JPMorgan Chase July 1973 - Present
JP Morgan Chase 1973 - 2012
Skills
Event Planning, Management, Marketing, Marketing Communications, Public Relations, Event Management
Education
Ithaca College 1969 — 1973
Agilex Technologies December 2012 - Present
CollabNet, Inc. February 2010 - December 2012
Danube Technologies (acquired by CollabNet, February 2010) September 2007 - February 2010
JPMorganChase October 2004 - September 2007
JPMorgan Chase May 2001 - October 2004
RedChip.com January 1998 - April 2001
Skills
Agile Methodologies, Team Building, Project Management, Product Development, Account Management, Agile Project Management, SaaS, Software Project..., Enterprise Software, SDLC, Cloud Computing, Product Management, Software Development, Program Management, Business Analysis, Requirements Analysis, PMP, Professional Services, Enterprise Architecture, Application Lifecycle..., E-commerce, CRM, Scrum, Start-ups, Cross-functional Team..., Management, Business Development, Change Management, Integration, Business Intelligence, Training, IT Strategy, Vendor Management
Education
Ithaca College 1993 — 1997
BA, History
First Data Corporation October 2013 - Present
JPMorgan Chase October 2012 - October 2013
JPMorgan Chase August 2009 - December 2012
Citi September 2008 - July 2009
Citi June 2007 - September 2008
Citi November 2005 - June 2007
Smith Barney, Citigroup July 2004 - November 2005
Skills
Banking, Financial Services, Institutional..., Investment Banking, Financial Analysis, Investments, Portfolio Management, Corporate Finance, Vendor Management, Event Planning, Event Management, Project Management, Office Administration, Budgets, Venue Management, Venue Relations, Contract Management, Mergers & Acquisitions, Recruiting, Sales, Bloomberg, Equities, Securities
Education
The George Washington University - School of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance and International Business
IPAG 2003 — 2003
JPMorgan Chase & Co. June 2015 - Present
JPMorgan Chase September 2013 - Present
Cadwalader, Wickersham & Taft LLP September 2002 - July 2013
Rockland County District Attorney's Office June 2000 - August 2000
Sanford C. Bernstein July 1997 - July 1999
Saveur Magazine 1997 - 1998
Skills
Securities Litigation, Litigation, Commercial Litigation, Legal Research, Civil Litigation, Class Actions, Legal Writing, Securities Regulation, Appeals, Trials, Legal Discovery, Internal Investigations, CAMS, Anti Money Laundering, Anti-corruption, Enforcement, FCPA, OFAC
Education
Association of Certified Anti-Money Laundering Specialist, CAMS 2013 — 2013
Tulane University Law School 1999 — 2002
JD, Law
Ithaca College 1992 — 1996
Bachelor of Science (BS), Applied Psychology
GAM USA Inc. January 2009 - Present
Ospraie Management January 2008 - January 2009
Pequot Capital June 2006 - January 2008
Julius Baer Investment Management October 2004 - June 2006
JPMorgan Chase June 1997 - October 2004
Jennison Associates March 1992 - June 1997
Education
Iona College 1993 — 1997
MBA, Finance
Syracuse University 1987 — 1991
Bachelor of Arts (B.A.), Political Science and Government
Delta Upsilon International Fraternity May 2012 - Present
Delta Upsilon International Fraternity May 2007 - May 2012
JPMorgan Chase September 2009 - January 2012
Edward Jones June 2007 - March 2009
Delta Upsilon International Fraternity July 2005 - June 2007
Skills
Leadership, Recruiting, Program Management, Fundraising, Finance, Non-profits, Public Speaking, Leadership Development, Budgets, Nonprofits
Education
Iowa State University - College of Business 2001 — 2005
Bachelor of Science (BS), Finance
Central Parking System April 2006 - Present
ACS August 2005 - Present
ACS Inc August 2005 - Present
Central Parking System April 2006 - December 2008
ACS Inc August 2005 - March 2006
Sprint Inc October 1999 - January 2005
Sprint September 1999 - January 2005
Sprint, Inc January 1999 - January 2005
JPMorgan Chase February 1998 - August 1999
JPMorgan Chase January 1998 - January 1999
Skills
Vendor Management, Technical Recruiting, Talent Acquisition, Applicant Tracking..., Sourcing, Recruiting, Process Improvement, Business Analysis, SDLC, Quality Assurance, SharePoint, Project Management, Testing, Human Resources, Software Project..., Integration, Visio, Contract Recruitment
Education
Iowa State University 1984 — 1988
Iowa State University
BS, Computer Science
JPMorgan Chase & Co. December 2014 - Present
Northern Trust Corporation April 2014 - October 2014
JPMorgan Chase April 2012 - March 2014
Metro Storage, LLC June 2006 - November 2011
KIMCO Facilities Services Corporation August 2004 - June 2006
Skills
Large Group Facilitation, Instructional Design, Training & Development, Workshop Facilitation, Captivate, Training, Technical Training, Employee Training, Editing, Learning Management, Instructor-led Training, Organizational..., E-Learning, Technical Writing, Learning Management..., Training Delivery, Blended Learning, Needs Analysis, Consulting, Leadership Development, Coaching, Technical Documentation, Talent Management, SharePoint, Performance Management, Hands-on Training, Curriculum Development, SnagIt, Training Facilitation, ADDIE, Facilitation, Software Documentation, Team Building, Process Improvement
Education
Iowa State University 1993 — 1997
JPMorgan Chase December 2012 - Present
JPMorgan Chase 2009 - Present
JPMorgan Chase November 2007 - December 2012
JPMorgan Chase November 2007 - November 2009
Infinite Computing Systems June 2007 - December 2007
TriSyn Group 2002 - June 2007
Cedar Rapids Country Club 2006 - 2007
Computer Associates (CA) - XECA 1998 - 2002
Profit Management Group 1993 - 1998
Deloitte Consulting 1988 - 1993
Skills
Information Technology, Program Management, Project Management, Client Development, Technology Management, Financial Analysis, Strategic Financial..., Sales Management, Business Strategy, CRM, Management, Marketing, Consulting, Leadership, Business Analysis, Risk Management, Mergers & Acquisitions, Financial Services, Vendor Management, Process Improvement
Education
University of Iowa
BBA, Accounting / Finance
Iowa State University
washington hs
Stonegate Mortgage Corporation June 2013 - Present
The Lending Company October 2012 - May 2013
JPMorgan Chase February 2012 - July 2012
GMAC BANK became ALLY BANK April 2008 - January 2012
Aegis Mortgage April 2007 - April 2008
Green Point Mortgage October 2006 - April 2007
GMAC BANK (purchased Pacific Republic Mortgage) March 1993 - October 2006
Skills
Mortgage Underwriting, FHA, Mortgage Banking, Mortgage Lending, Loan Origination, Residential Mortgages, Refinance, Loss Mitigation, Loans, USDA, Underwriting, Credit, FHA financing, VA loans, Credit Analysis, FHA Financing, VA Loans
Education
Irvine Valley College 1995 — 2000
Business Administration and Management, General
JPMorgan Chase September 2009 - Present
OpHedge Investment Services July 2008 - February 2009
Morgan Stanley 1994 - 2008
Education
Ithaca College 1990 — 1994
Bachelor of Arts (BA), Mathematics and Economics
SmartAsset April 2015 - Present
Ghostery, Inc. January 2010 - Present
BountyJobs February 2009 - August 2010
eBusiness Application Solutions August 2006 - March 2008
JPMorgan Chase January 2007 - December 2007
SafeNet July 2005 - December 2005
Skills
MySQL, Java, JavaScript, Ruby on Rails, Perl, ActionScript, Selenium, PHP, Apache, PostgreSQL, jQuery, Web Crawling, Process Automation, Web Analytics, Data Mining, CSS, Databases, HTML, Web Scraping, Distributed Systems, Unix, Online Privacy, Amazon Web Services..., Subversion, Git, Linux, Software Development, Amazon EC2, Programming, Web Development, Agile Methodologies, Testing, SQL, Test Planning, Management, Web Services, Scrum
Education
Rochester Institute of Technology 2005 — 2006
MS (Completed Coursework), Computer Science
Ithaca College 1999 — 2003
BS, Computer Science
AIG December 2011 - Present
UBS Investment Bank April 2004 - September 2011
JPMorgan Chase January 1999 - January 2001
First Data Corporation 1998 - 1999
Skills
Risk Management, Corporate Finance, Global Custody, Investment Banking, Asset Management, Capital Markets, Equities, Business Analysis, Portfolio Management, Fixed Income, Financial Services, Financial Modeling, Derivatives, Securities Lending, Corporate Actions, Vendor Management, Project Management, Management, Program Management, IT Strategy
Education
Isenberg School of Management, UMass Amherst 1991 — 1996
BS, Finance
TIAA-CREF June 2014 - Present
JPMorgan Chase January 2010 - May 2014
JPMorgan Chase January 2007 - December 2009
JPMorgan Chase September 2000 - December 2007
MasterCard 1998 - 2000
Strauss Paper Company 1992 - 1998
Skills
Business Analysis, Customer Service, Financial Modeling, Service Delivery, Risk Management, Process Improvement, Project Management, Microsoft Office, IT Strategy, IT Service Management, IT Recruitment, Mentoring, Building Relationships, Risk Assessment, Sarbanes-Oxley, SSAE 16, Infrastructure Security, Finance, Information Security
Education
Ithaca College
Bachelor of Applied Science (B.A.Sc.), Business/Managerial Economics
Accolo May 2014 - Present
JPMorgan Chase May 2010 - May 2014
TalentDrive, LLC December 2008 - May 2010
DICE December 2006 - July 2008
DICE September 2006 - December 2006
MUDD September 2005 - December 2005
ETHOS December 2004 - May 2005
Skills
Recruiting, Lead Generation, Training, Leadership, Marketing, Management, Applicant Tracking..., Business Development, Sales, Market Research, Product Management, Event Planning, Salesforce.com, Sourcing
Education
Iowa State University 2000 — 2005
BA / Minor, Advertising / Psychology
JPMorgan Chase July 2008 - Present
Principal Financial Group 2007 - 2008
Skills
Financial Analysis, Credit, Finance, Portfolio Management, Financial Modeling, Banking, Risk Management, Commercial Lending, Credit Analysis, Leadership, Loans, Mortgage Lending, Underwriting
Education
Iowa State University - College of Business 2003 — 2007
Bachelors, Business- Finance
Portware LLC May 2012 - Present
Aritas Securities LLC June 2009 - May 2012
JPMorgan Chase November 1989 - February 2009
Morgan Stanley June 1985 - June 1989
Skills
Investment Management, Electronic Trading, Business Strategy, Patents, Strategy, Equities, Trading Strategies, Alternative Investments, Analysis, Hedge Funds, Trading Systems, Trading, Capital Markets
Education
Iona College 1981 — 1985
B.B.A, Finance
Discover Financial Services September 2013 - Present
JPMorgan Chase 2011 - 2013
American Express 1998 - 2011
Skills
Financial Risk, Risk Management, Statistical Modeling, Data Mining, Credit Analysis, Risk Analytics, SAS programming, Credit Risk, Credit Bureau Data, Loss Forecasting, Analytics, Credit Cards, SAS, Portfolio Management, Financial Modeling, Predictive Modeling, Predictive Analytics, Forecasting, Credit Bureau
Education
Iowa State University 1992 — 1997
Ph.D., Economics
University of Maine 1990 — 1992
M.S., Resource Economics
Key Bank October 2007 - July 2011
JPMorgan Chase June 2005 - June 2007
Washington Mutual December 2002 - May 2005
Education
Ithaca College
Bachelor of Science (BS)
Deutsche Bank July 2006 - Present
Lehman Brothers June 2003 - June 2006
JPMorgan Chase January 2002 - June 2003
Skills
Finance, Valuation, Financial Analysis, Due Diligence, Loans, Financial Risk, Analysis, Mortgage Lending, Trading, Securitization, Bonds, Analytics, MBS
Education
Isenberg School of Management, UMass Amherst 1995 — 1999
B.B.A, Operations Management
Santander Bank, N.A. August 2015 - Present
Barclays November 2012 - Present
JP Morgan Chase March 2010 - October 2012
JPMorgan Chase March 2003 - March 2010
American express 1994 - March 2003
Skills
Credit, Financial Risk, Credit Cards, Risk Management, Credit Risk, Banking, SAS, Analytics, Predictive Analytics, Portfolio Management, Operational Risk, Credit Scoring, Fraud, Commercial Banking, Operational Risk..., AML
Education
Iowa State University 1982 — 1988
Doctor of Philosophy (Ph.D.), Applied Economics
BMO Harris Bank March 2015 - Present
Wintrust Financial Corporation May 2011 - February 2015
March of Dimes 2009 - December 2014
JPMorgan Chase February 2007 - May 2011
Simmons Engineering Corporation May 2005 - February 2007
Tour Edge Golf Manufacturing, Inc. September 2000 - January 2005
Cargill May 1998 - August 1998
Skills
Sales Management, Marketing Strategy, Sales Operations, Account Management, Strategic Planning, Sales, Customer Service, New Business Development, Relationship Management, International Sales, International..., International Marketing, Problem Solving, Cash Management, Treasury Management, Sales Presentations, Certified Treasury..., Business Development, Forecasting, Process Improvement, Marketing, Sales Process, Portfolio Management, Cold Calling, Public Speaking, Direct Sales, Social Media Marketing, Pricing, Cross-functional Team..., Leadership, Commercial Banking, Negotiation, Customer Satisfaction, Strategic Partnerships, Banking, Financial Analysis, B2B, Analysis, Key Account Management, Management, Selling, Credit Analysis, CRM, Business Planning, Team Building, Small Business Lending, Coaching, Loans, Credit
Education
Iowa State University - College of Business 1995 — 2000
BS, Marketing
Addison Trail High School
Pinnacle Associates Ltd 2005 - Present
Alliance Capital Management 1995 - 2005
JPMorgan Chase September 1980 - September 1990
Skills
Portfolio Management, Bloomberg, Fixed Income, Equities, Asset Management, Accounts Payable, Asset Managment, Management, Asset Allocation, Finance
Education
Iona College 1975 — 1979
BBA, Finance
Wipro Technologies February 2012 - Present
Software Solutions Inc November 2011 - January 2012
JPMorgan Chase June 2009 - June 2010
State Street July 2007 - February 2009
Investors Bank & Trust April 2006 - July 2007
SS&C Technologies September 2002 - March 2006
Skills
Analysis, Fixed Income, Financial Reporting, Derivatives, Equities, Accounting, Process Improvement, Portfolio Management, Investments, Hedge Funds, Asset Management, Banking, Auditing, Account Reconciliation, Securities, Mutual Funds, Internal Controls, Management, CRM, Program Management
Education
Quality and Productivity Solutions 2010 — 2010
Six Sigma, Project Management
Isenberg School of Management, UMass Amherst 1995 — 2000
BA, Finance
John Hancock February 2010 - Present
MIDNIGHT BLUE TECHNOLOGY SERVICES 2009 - 2010
PNC Financial Services Group September 2004 - April 2009
JPMorgan Chase 1997 - 2003
National Grid December 1995 - April 1997
PricewaterhouseCoopers September 1992 - December 1995
Education
Isenberg School of Management, UMass Amherst 1988 — 1992
BS, Accounting, Minor in Economics
Lancaster University 1991 — 1991
junior year foreign exchange student
Stoughton High School
Atlanta Audio & Automation January 2005 - Present
Fidelity Information Services 2002 - 2004
S1 Corporation 1999 - 2002
Morgan Stanley 1992 - 1999
Coopers & Lybrand 1990 - 1992
JPMorgan Chase 1988 - 1990
Skills
Home Theater, Project Management, Home Automation, Lighting Control, Sound, Video, Security, Software Installation, Multi-room Audio, Networking, Consumer Electronics, AV, Product Marketing, Surveillance, Product Management, Integration, Entrepreneurship, New Business Development, Shades, iPad, Sales Management, E-commerce, Small Business
Education
Ithaca College 1984 — 1988
BS, Finance
Pace University 1988 — 1991
MBA, Accounting
Ocean Township High School 1980 — 1984
Mutual of Omaha Bank January 2013 - Present
Mutual of Omaha Bank February 2005 - January 2013
Mutual of Omaha Bank 2008 - 2010
First National Bank of Arizona February 2005 - July 2008
First National Bank of Arizona 2005 - 2008
1st National Bank of Arizona 2005 - 2008
JPMorgan Chase October 1995 - February 2005
JPMorganChase 1995 - 2005
Skills
Banking, Credit, Loans, Financial Analysis, Credit Analysis, Financial Modeling, Management, Treasury Management, Finance, Process Improvement, Commercial Banking, Insurance, Analysis, Commercial Lending, Portfolio Management, Accounting, Cash Management, Small Business Lending, Risk Management, Consumer Lending, Credit Risk
Education
Iowa State University 1977 — 1981
BS, Finance
Freedom Mortgage - Structured Products Group May 2013 - Present
JPMorgan Chase December 2007 - May 2013
National City Mortgage January 2005 - December 2007
Principal Financial Group 2002 - 2005
First Nationwide Mortgage 2001 - 2002
Pedestal Inc. 2000 - 2002
Wells Fargo Funding 1990 - 2000
Education
Iowa State University - College of Business 1983 — 1987
Bachelors, Finance
Saint Edmonds High School 1979 — 1983
BlackRock November 2014 - Present
BNY Mellon September 2012 - November 2014
JPMorgan Chase January 2011 - August 2012
Bernstein Global Wealth Management June 2010 - November 2010
Real Time Portfolio Managment August 2009 - May 2010
Merrill Lynch June 2009 - August 2009
Divi-Vest Advisors June 2008 - August 2008
Wachovia Securities, LLC June 2007 - August 2007
Greentree Brokerage Services May 2006 - June 2006
Skills
Financial Analysis, Accounting, Financial Modeling, Corporate Finance, Finance, Valuation, Financial Reporting, Bloomberg, Bloomberg Terminal, Financial Markets, Mutual Funds, Equities, Portfolio Management, Private Equity
Education
Pennsylvania State University-Great Valley Graduate Center 2014 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Ithaca College 2006 — 2010
B.S., Business Administration
Villanova University
Mandarin
Garmin International April 2015 - Present
Great-West Financial September 2014 - March 2015
JPMorgan Chase October 2012 - September 2013
JPMorgan Chase November 2010 - October 2012
JPMorgan Chase August 2004 - November 2010
DST Systems October 2002 - August 2004
Dynegy May 2001 - October 2002
Skills
Hadoop, Datameer, Spring, Java, Web Services, SDLC, Software, Java Enterprise Edition, Enterprise Architecture, Software Development, SOA, Agile Methodologies, Scrum, Architecture, Budgets, Total Cost of Ownership, Total Cost Reduction, Process Improvement, Program Management, Strategic Planning, IT Strategy, Team Leadership, Staff Development, Vendor Management
Education
Iowa State University 1997 — 2001
BS, Information Systems and Finance
Capital One December 2011 - Present
JPMorgan Chase October 2006 - November 2011
The Bank of New York September 1978 - October 2006
Skills
Banking, Credit, Loans, Securities, Series 63, Series 6, Term Life Insurance, Notary Public, Mortgage Lending, Financial Services, Mutual Funds
Education
Iona College 1988 — 1991
BS, Business Administration
JPMorgan Chase & Co. June 2013 - Present
JPMorgan Chase December 2010 - May 2013
Fiserv 2008 - December 2010
Checkfree 2004 - 2008
Skills
SDLC, ITIL, Software Documentation, Change Management, Security, Automation, Project Management, Enterprise Architecture, Unix, Business Analysis, Requirements Analysis, Disaster Recovery, Integration, Vendor Management, Analysis, Infrastructure, High Availability, IT Strategy, Process Improvement, Requirements Gathering, Management, Tumbleweed, NDM, Red Hat Linux, webMethods Integration..., Autosys, SSL, SSL Certificates, PGP, Shell Scripting
Education
Villanova University 2008 — 2008
Master Certificate in Project Management, Project Management
Iowa State University 1993 — 1997
Bachelor, Fine Arts
JPMorgan Chase March 2014 - Present
JPMorgan Chase March 2013 - March 2014
USA Hockey 2003 - 2014
JPMorgan Chase October 2012 - March 2013
Premier Enterprise 2011 - 2012
Aptus Marketing 2010 - 2011
Skills
Leadership, Computer Maintenance, Life Insurance, Marketing, Sales, Training, Microsoft Office, Coaching, Retail, Account Management, Customer Service, New Business Development, Team Building, Web Design, Adobe Creative Suite, Insurance, Recruiting, Analysis, Social Media
Education
Iowa State University
Bank of America - Commercial Real Estate Banking February 2007 - Present
JPMorgan Chase July 1989 - February 2007
Education
Iowa State University 1984 — 1989
Bachelor of Science, Finance
Bulfamante Financial Services November 1980 - Present
Rice High School in Harlem, NY June 2008 - May 2011
JPMorgan Chase June 1996 - September 2003
Skills
Financial Services, Series 7, Investments, Finance, Medicare Advantage, Final Expense Planning, Strategic Financial..., Banking, Insurance, Mortgage Lending, Mutual Funds, Portfolio Management, Financial Analysis, Risk Management, Wealth Management, Fixed Annuities, Strategic Planning, Equities, Investment Strategies, Series 6, Life Insurance, Fixed Income, Loans, Series 63, Financial Reporting, Retirement Planning, Securities, Financial Advisory, Retirement, Investment Advisory, Financial Planners, Wealth, Estate Planning, Training, Medicare Prescription...
Education
Iona College 1976 — 1980
BBA, MANAGEMENT
Iona College 1976 — 1980
Bachelor of Business Administration (BBA), Business/Management
JPMorgan Chase August 1989 - Present
Education
Ithaca College 1985 — 1989
BS, Business Mgmt, Economics, Int'l Business
SCS Financial September 2012 - Present
JPMorgan Chase June 2010 - September 2012
KPMG January 2009 - June 2009
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Accounting
John Cabot University - Rome, Italy 2009 — 2009
Italian Language
JPMorgan Chase September 2000 - Present
Union National Bank May 1990 - September 2000
Education
Iowa State University
BA, Finance
JPMorgan Chase September 2013 - Present
Plymouth Yacht Club June 2011 - August 2012
Plymouth Yacht Club May 2007 - September 2010
Plymouth Yacht Club June 2007 - August 2010
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
JP Morgan Chase June 2002 - Present
JPMorgan Chase June 1982 - Present
JPMorgan Chase A Software Developer Lead at Corporate Investment Banking June 1982 - Present
JpMorgan Chase A Software Developer Lead at Corporate Investment Banking June 2002 - August 2011
Skills
Data Warehousing, Data Modeling, Enterprise Architecture, Agile Methodologies, Software Development, Business Analysis, Requirements Analysis, SOA, Vendor Management, SQL, Unix, Software Project..., Microsoft SQL Server
Education
Iona College 2000 — 2003
MS, Computer Science
New York Institute of Technology-Old Westbury 1984 — 1989
BS, Computer Science
Piper Hill Partners 2010 - Present
OppenheimerFunds Inc. March 2000 - May 2009
JPMorgan Chase 1974 - 2001
JPMorgan Asset Management 1974 - 2000
Skills
Equities, Asset Management, Hedge Funds, Investment Management, Investments, Alternative Investments, Asset Allocation, Portfolio Management, Mutual Funds, Private Equity, Asset Managment, Securities, Investment Strategies, Series 7, Entrepreneurship, Fixed Income
Education
University of Virginia - Darden Graduate School of Business Administration 1972 — 1974
MBA, Investment Management
Ithaca College 1968 — 1972
Bachelor of Arts (BA), Economics
Halliburton March 2013 - Present
Universal Weather and Aviation, Inc. May 2012 - February 2013
NATCO Group November 2008 - March 2009
Waste Management August 2007 - May 2008
Motorola Solutions January 2006 - March 2007
TransUnion September 2005 - December 2005
JPMorgan Chase August 2004 - June 2005
AT & T December 1997 - April 2004
Skills
Business Analysis, Use Case Analysis, Wireframes, ERP Software, Functional..., Test Planning, Test Cases, Process Improvement, Visio, Requirements Analysis, Project Management, Business Process..., Software Documentation, Analysis, SDLC, Change Management, MS Project, SAP, Testing, V, Oracle Applications, Business Intelligence, Real Time, SharePoint
Education
Iowa State University 1991 — 1993
Master of Business Administration (MBA)
JPMorgan Chase June 2006 - Present
Skills
Data Analysis, Mortgage Servicing, Reporting & Analysis, Presentation Design, Glass Etching, Analytics, Banking, Credit, Data Mining, Data Modeling, Data Warehousing, ETL, Financial Analysis, Risk Management, SAS, Securities, Systems Analysis, VBA, Business Intelligence, Business Requirements, Requirements Gathering, Vendor Management, Business Analysis, Analysis, Financial Services, Mortgage Banking, Process Improvement, SDLC
Education
Iowa State University 1978 — 1983
Bachelor of Science (BS), Nuclear Engineering
JPMorgan Chase August 2012 - Present
Education
Ithaca College 2006 — 2010
Bachelor of Science (B.S.)
JPMorgan Chase
Skills
Customer Service, Banking
Education
Iowa State University
JPMorgan Chase June 2011 - Present
Education
Iowa State University 1984 — 1986
University of Northern Iowa 1982 — 1984