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
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JPMorgan Chase Employees
JPMorgan Chase July 2013 - Present
Paragon Solutions February 2011 - July 2013
Bank of America Merrill Lynch March 2004 - December 2010
Woodborne, Inc., Houston, Texas October 2002 - March 2004
Software Architects June 2002 - October 2002
Enron February 2001 - June 2002
Landmark Graphics January 2000 - February 2001
SIG Consulting February 1997 - December 1999
US Navy October 1988 - December 1993
Education
LeTourneau University 1998 — 2001
BBM
Bell Helicopter December 2014 - Present
Allstate May 2007 - Present
JPMorgan Chase June 2014 - November 2014
Jack Cline and Associates May 2013 - July 2013
Faye Glover Allstate Insurance May 2012 - August 2012
Skills
Customer Service, Banking, Financial Analysis, Microsoft Excel, Forecasting, Microsoft Word, Teamwork, Outlook, Data Analysis, Equities, Administrative..., Finance, Time Management, Microsoft Office
Education
LeTourneau University 2010 — 2014
Bachelor of Science (BS), Finance, General
Clipper Magazine May 2000 - Present
Active Data Exchange January 1998 - August 1999
Reich & Tang Funds August 1996 - January 1998
JPMorgan Chase June 1981 - July 1996
Skills
Executive Management, Strategic Planning, Leadership, Financial Analysis, Forecasting, Accounting, Budgets, Management, Coaching, Collaboration, Financial Modeling, Finance, Managerial Finance, P&L, Information Technology, Strategic Negotiations, Teaching, Pricing, Human Resources, Worship Music, Spiritual Leadership, Bible teaching, Restructuring, Information Management, Compensation & Benefit, Cash Management, Banking, Revenue Recognition, Working Capital..., Building Management, Start-ups, Corporate Finance, P&L Management, Analysis
Education
Lehigh University 1981 — 1985
MBA, Finance
Lehigh University - College of Business and Economics 1977 — 1981
BS, Accounting
JPMorgan Chase September 2014 - Present
JPMorgan Chase February 2010 - Present
CIT Group July 2008 - June 2010
D.B. Zwirn & Co. May 2006 - August 2007
Education
Lehigh University - College of Business and Economics 2004 — 2008
B.S., Finance, Accounting, Real Estate
Phillips-Medisize February 2015 - Present
Unisource Worldwide, Inc. August 2007 - October 2014
Consultant for Bain Capital 2004 - 2007
Medical Specialties Distributors, Inc. 1997 - 2003
Robertson-Ceco Corporation 1992 - 1997
PwC 1981 - 1992
JPMorgan Chase 1978 - 1980
Skills
Strategy, Mergers & Acquisitions, Process Improvement, P&L Management, Debt & Equity Financing, Private Equity, Leadership & Team..., Business Development, Cross-functional Team..., Accounting, Financial Reporting, Financial Analysis, System Implementations, Change Management, Program Management, Budgeting & Forecasting, Activity Based..., Working Capital..., Strategy & Stategic..., Business Integration..., Enterprise Solution..., Supply Chain Management, Customer & Vendor..., Pricing, Cost Accounting, SEC Reporting & IPO's, International Operations, Recruiting & Hiring Key..., P & L Management, Employee Health &..., Distribution, Shared Services, CRM, Sales Operations, Production Operations, Finance, Business Planning, Debt Management, Managerial Finance, External Audit, Organizational..., Financial Audits, CPA & Member AICPA, Corporate Finance, Internal Controls, Account Reconciliation, Monthly Close Process, Accruals, Revenue Recognition, Going Public
Education
Northeastern University 1980 — 1981
Masters Business Administration, Concentration Accounting & Finance
Lehigh University 1974 — 1978
Bachelor of Science (B.S.), Double Majors Accounting & Finance
JPMorgan Chase July 2014 - Present
Lehigh University January 2014 - May 2014
Lehigh University August 2011 - May 2014
Lehigh University September 2012 - January 2014
JPMorgan Chase June 2013 - August 2013
Skills
Java, C++, C, Microsoft Excel, Microsoft Office, Matlab, Microsoft Word, Linux, Python, HTML, JavaScript, Visio, Microsoft Visual Studio...
Education
Lehigh University 2011 — 2014
Bachelor of Science (BS), Computer Science
Diversity Best Practices, subsidiary of Working Mother Media, a Bonnier Corporation Group April 2015 - Present
ADT, LLC October 2012 - March 2015
Tyco International August 2009 - October 2012
Merrill Lynch May 2006 - July 2009
JP Morgan Chase August 1989 - April 2006
Chase Manhattan Bank 1989 - 2006
JPMorgan Chase 2000 - 2003
Skills
Organizational..., Talent Management, Succession Planning, Performance Management, Leadership, Diversity & Inclusion, Employee Engagement, Human Resources, Strategy, Leadership Development, Business Development, Management, Start-ups, Process Improvement
Education
Lehigh University - College of Business and Economics 1985 — 1989
BS, Finance
Waldwick High School 1982 — 1985
BlackRock June 2013 - Present
JPMorgan Chase May 2012 - June 2013
JPMorgan Chase February 2009 - May 2012
JPMorgan Chase November 2007 - February 2009
Ernst & Young July 2005 - November 2007
Skills
Risk Management, Financial Services, Internal Controls, Banking, Investment Banking, Auditing, Sarbanes-Oxley Act, SAS70, Sarbanes-Oxley, IT Audit, Asset Management, Anti Money Laundering, AML, Vendor Management, CISA, Internal Audit, Business Resiliency, Information Risk, Project Management, Financial Risk
Education
Lehigh University 2001 — 2005
Bachelor of Science (B.S.), Integrated Business and Engineering
Petrobras America Inc. November 2011 - Present
JPMorgan Chase August 2005 - November 2011
Skills
Employee Benefits, Pension Funds, 401k, Retirement, Defined Benefit, Series 6, Pensions, Series 63, Retirement Planning, Mutual Funds, Benefits Administration, Executive Pay, HRIS, FMLA, Human Resources, Open Enrollment, Recruiting, New Hire Orientations, COBRA, Disability Insurance, PeopleSoft, HR Policies, Compensation, Interviews, Pension Administration, Training, Organizational..., Employee Training, Life Insurance, Screening, Health Insurance, Qualified Retirement..., Deferred Compensation, Compensation & Benefit, Workers Compensation, Applicant Tracking..., Onboarding, Employee Relations, Succession Planning, Taleo, College Recruiting, ADP Payroll, Compensation
Education
LeTourneau University 2006 — 2008
MBA, Human Resources
Washington Federal July 2014 - Present
Citi September 2013 - July 2014
Supreme Lending June 2012 - September 2013
ASPire Financial Services, LLC April 2010 - June 2012
JPMorgan Chase February 2008 - April 2010
Skills
Refinance, Investments, Banking, Loan Origination, Loans, Small Business, Commercial Lending, Consumer Lending, Credit, FHA, Finance, Financial Services, Residential Mortgages, Small Business Lending, Underwriting
Education
LeTourneau University 2008 — 2012
BA (BS) Business Administration, Business Administration, Management and Operations
Amerifirst Home Loans LLC February 2013 - Present
Citi February 2013 - June 2013
JPMorgan Chase May 2009 - January 2013
Wells Fargo Home Mortgage September 2006 - February 2009
BMO Harris Bank August 2004 - September 2006
Skills
Underwriting, Credit, Auditing, Compliance, Financial Risk, Credit Analysis, Financial Analysis, Loss Mitigation, Loans, Insurance, Mortgage Banking, Mortgage Underwriting, FIA, Loan Servicing, Loan Origination, Analysis, Mortgage Lending, Computers, Microsoft Office, Microsoft Excel, Strategic Planning, Banking, Financial Services, Internal Audit, Mortgage Servicing, Cash Flow, Residential Mortgages, FHA, Risk Management, Refinance, Consumer Lending, Portfolio Management, Commercial Lending, Finance, Default, Retail Banking, Loan Modifications, FHA financing, Funding, USDA, VA loans, Commercial Banking, Risk Assessment, Credit Risk, Operational Risk, Asset Management, Asset, Appraisals, Credit Scoring, Accounting
Education
LeTourneau University 2014 — 2015
Bachelor's Degree, Accounting and Finance, 3.0
Google June 2013 - August 2013
JPMorgan Chase July 2007 - August 2012
Education
New York University, Stern School of Business 2012 — 2014
Master of Business Administration (MBA)
Lehigh University 2003 — 2007
B.S.
Fischer & Company February 2014 - Present
JPMorgan Chase April 2011 - February 2014
BlackRock Solutions September 2009 - April 2011
BlackRock July 2008 - September 2009
Goldman Sachs June 2007 - August 2007
Skills
Private Banking, Fixed Income, Alternative Investments, Equities, Investment Strategies, Wealth Management, Structured Products, Emerging Markets, Analysis, Investments, Private Equity, Asset Managment, Fund Of Funds, Financial Markets, Capital Markets, ETFs, Bonds, Financial Analysis, Securities, Portfolio Management, Fixed Income Analysis, Financial Services, Due Diligence, Investment Management
Education
Lehigh University - College of Business and Economics 2004 — 2008
B.S., Finance, Accounting
HealthMarkets March 2008 - Present
A. M. Best Company March 2006 - November 2007
A. M. Best Company 2006 - 2007
JPMorgan Chase Bank 2001 - 2004
JPMorgan Chase 2001 - 2004
JPMorgan Chase Bank 2001 - 2004
Skills
PowerPoint, Access, Insurance, Lotus Notes, Outlook, Accounting, Customer Service, Microsoft Office, Microsoft Excel, Financial Reporting, Data Analysis, Software Documentation, Financial Analysis
Education
LeTourneau University 1992 — 1994
Bachelor of Science, Business Management
Cadence Bank, N.A. November 2014 - Present
JPMorgan Chase August 2011 - November 2014
JPMorgan Chase May 2005 - January 2011
National Fiduciary Services, N.A. June 1998 - April 2005
Port of Houston Authority December 1993 - June 1998
Skills
Microsoft Excel, SAP, Microsoft Word, Workstations, Aims, OMNI, Customer Service, Cash Management, Tax, Administrative..., Outlook, Access, Office Management, Software Documentation, Lotus Notes
Education
LeTourneau University 2004 — 2009
BBA, BUSINESS
TripleBrook RV & Camping Resort May 2009 - Present
Alexander Inspections, LLC December 2008 - Present
ACS June 2005 - August 2008
affiliated computer services 2005 - 2008
Mellon August 2002 - February 2005
Barclays Capital 2000 - 2002
JPMorgan Chase 1988 - 2000
KPMG Peat Marwick 1985 - 1988
Skills
Compliance, Policy, Banking, Mergers, Due Diligence, Direct Sales, Customer Service, Customer Relations, Entrepreneurial...
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1992
Lehigh University 1981 — 1985
bs, Finance
Cisco Systems May 2013 - Present
JPMorgan Chase 2012 - 2012
Skills
Microsoft Excel, Access, Teller Operations, Microsoft Technologies, Cash Handeling, Finance, Event Planning, WebEx, Social Media, Social Networking
Education
Lehigh University - College of Business and Economics 2011 — 2015
EverBank November 2014 - Present
JPMorgan Chase April 2011 - November 2014
KOM Capital Management, LLC June 2009 - August 2009
Skills
Financial Analysis, Fixed Income, Bloomberg, Credit Analysis, Valuation, Portfolio Management, Capital Markets, Commercial Lending
Education
Lehigh University 2006 — 2010
Bachelor of Science (B.S.), Finance, Real Estate Track
JPMorgan Chase September 2012 - August 2013
New Wonjo September 2012 - August 2013
America Reads/America Counts September 2011 - April 2012
Skills
Retail Banking, Academic Tutoring, Cashiering, Office Administration, Clerical Work, Classroom Management, Non-profit Volunteering, Employee Training, Volunteer Training, Microsoft Office, Leadership, Customer Service, Teamwork, Group Dynamics, Time Management, Creativity Skills, Critical Thinking, Interpersonal..., Presentation Skills, Close Attention to..., At Multitasking
Education
Lehigh University 2011 — 2016
Bachelor's Degree, Mathematics
Bronx Science 2007 — 2011
High School, 3.67
PIMCO October 2011 - Present
Deloitte Consulting July 2011 - October 2011
Deloitte Consulting June 2010 - August 2010
Deloitte Consulting February 2004 - June 2009
JPMorgan Chase June 2003 - August 2003
sanofi-aventis June 2002 - August 2002
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Dual Concentration in Consulting and Corporate Finance
Lehigh University 1999 — 2003
Bachelor of Science, Computer Engineering
JPMorgan Chase October 2012 - Present
Office of Foreign Assets Control December 2011 - November 2012
Drug Enforcement Administration 2005 - December 2011
Skills
Financial Crimes..., Financial Intelligence, Asset Forfeiture, Sanctions, Money Laundering, Threat Finance, Trafficking, Intelligence, Investigations, Financial Analysis, Training & Development, Criminal Law, Fraud, Bank Secrecy Act, AML, Investigation, Private Investigations, Sanction, Financial Accounting, Employee Training, OFAC, USA PATRIOT Act, Background Checks, Security Management, Counterintelligence, Fraud Detection, Civil Litigation, Surveillance, Internal Investigations, Anti Money Laundering, Criminal Investigations, Risk Management
Education
LeTourneau University 2005 — 2008
Masters, Business Administration (MBA)
Pretek Corporation June 2015 - Present
Yaltech Consulting April 2015 - April 2015
Black Box Network Services December 2014 - March 2015
Harte Hanks December 2013 - January 2014
EPAM Empathy Lab September 2013 - November 2013
JPMorgan Chase May 2012 - April 2013
Cadient Group January 2012 - May 2012
Vanguard April 2008 - May 2011
Vanguard April 2008 - May 2011
Vanguard Group April 2008 - May 2011
Skills
Information Architecture, User Experience, User Interface Design, User Interface, Usability Testing, Human-computer..., Interaction Design, User-centered Design, Wire Framing, Usability, Web Design, Contextual Inquiry, Wireframes, User Research, Agile Methodologies
Education
Lehigh University 1985 — 1988
MS, Instructional Technology
Washington University in St. Louis 1969 — 1973
BA, English Literature
Lehigh University August 2011 - Present
Goldman Sachs June 2015 - August 2015
Lehigh University - Rolldown May 2014 - August 2014
JPMorgan Chase May 2013 - August 2013
Real Capital Analytics May 2012 - August 2012
InFocusTechnologies June 2006 - August 2010
Skills
Java, Community Development, C++, Residence Life, SQL, Public Speaking, Microsoft Office, Microsoft Word, PowerPoint, Windows, C, Strategic Planning, Oracle SQL, JDBC, Access, Microsoft Excel, Customer Service, Research, Photoshop, English, Outlook, HTML, Budgets, Editing, Negotiation, Rhino 3D, Kapow, Discrete Mathematics, XML, Python, CSS3, HTML 5, JavaScript, Android Development, iOS development, Web Applications, AJAX, Socket.io, jQuery, jQuery Mobile, Algorithm Design
Education
Lehigh University 2014 — 2016
Master of Science (M.S.), Computer Science, 1st Year
Lehigh University 2010 — 2014
Bachelor of Science (B.S.), Computer Science & Business, Senior
J.P. Morgan July 2015 - Present
J.P. Morgan August 2012 - Present
JPMorgan Chase June 2011 - August 2012
JPMorgan Chase June 2010 - August 2010
Anthony Logistics For Men March 2009 - June 2009
Skills
Marketing, Microsoft Excel, Bloomberg, Asset Management, Financial Analysis, Investments, Series 63, Finance, Series 7, Financial Services, Wealth Management, Asset Allocation, Private Banking, Analysis, Portfolio Management, Credit, Relationship Management, Investment Management, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
Bachelor of Science (B.S.), Finance, Marketing
Lehigh University 2007 — 2008
Thomson Reuters July 2015 - Present
Thomson Reuters January 2014 - June 2015
Thomson Reuters September 2013 - December 2013
PricewaterhouseCoopers September 2010 - September 2013
PricewaterhouseCoopers June 2008 - August 2009
JPMorgan Chase June 2007 - August 2007
Skills
Financial Analysis, Finance, Financial Reporting, Financial Modeling, Microsoft Excel, Corporate Finance, Assurance, Accounting
Education
Lehigh University - College of Business and Economics
Masters, Accounting and Information Analysis
Lehigh University - College of Business and Economics
Bachelors, Accounting
BNY Mellon April 2015 - Present
JPMorgan Chase July 2013 - April 2015
UBS Wealth Management June 2012 - August 2012
LPL Financial January 2012 - May 2012
Skills
Bloomberg Terminal, Microsoft Excel, Financial Reporting, Financial Modeling, Finance, Financial Analysis, PowerPoint, Microsoft Office, Analysis, Corporate Finance, Equities, Fixed Income, Portfolio Management, Microsoft Word
Education
Lehigh University - College of Business and Economics
Bachelor of Science in Business and Economics, Finance, General
RLC Electronics March 2011 - Present
J.P. Morgan Funds June 2007 - March 2011
JPMorgan Chase July 2008 - July 2009
Finance Analyst June 2006 - August 2006
Harvest Management LLC May 2005 - August 2005
Skills
Strategy, Valuation, Finance, Hedge Funds, Financial Analysis, Sales, Investments, Cross-functional Team..., Management, Analysis, Product Management, Asset Managment, Project Planning, Asset Management
Education
Lehigh University - College of Business and Economics 2004 — 2007
Bachelor of Science (BS), Finance
Capital One August 2013 - Present
JPMorgan Chase August 1998 - August 2012
Skills
Banking, Commercial Lending, Loans, Sales Management, Operational Excellence, Presentations, Leadership, Employee Training, Coaching, Hiring Employees, HR Policies, Employee Management, Increased Profitability, Entrepreneurship, Customer Service, Financial Services, Team Building, Team Leadership, Wedding Planning, Event Management, Event Planning, Coordinating Events, Vendor Management, Vendor Relationships, Parties, Project Coordination, Relationship Management, Long-term Customer..., Retail Banking, Banking Relationships, Business Relationship..., Time Management, Interviews, Sales, Management, Small Business
Education
LeTourneau University 2000 — 2008
Bachelor of Business Management, Business Administration and Management, General
Wells Fargo 2010 - Present
The Bank Of New York November 2005 - October 2010
JPMorgan Chase April 2000 - November 2005
Skills
Team-oriented, Self-starter, Problem Solving, Employee Training, Electronic Funds..., Compliance Monitoring, Client Service Oriented, Document Review, Financial Statements, Investment Banking, Disbursement, Redemption, DDA, Corporate Finance, Escrow, Multifamily, Microsoft Excel, Microsoft Word, Microsoft Power Point, Microsoft Publisher, Sunguard, Bonds, Accounting, Fixed Income, Banking, Finance, Financial Analysis, PowerPoint, Securities, Loans, Capital Markets, Financial Services, Asset Management, Budgets, Swaps, Portfolio Management, Risk Management, Investments, Series 7, Employee Benefits, Equities, Cash Management, Financial Reporting, Mutual Funds, Auditing, Treasury Management, Series 63, Payroll, Wealth Management, Settlement
Education
LeTourneau University 1999 — 2000
Bachelor of Business Management, Business Administration and Management, General
Texas Woman's University
JPMorgan Chase May 2011 - Present
Chicago Cares January 2010 - Present
Newedge USA April 2010 - December 2010
Edelman October 2007 - March 2008
Sugar & Brown's August 2006 - September 2007
Smart City Consulting January 2005 - August 2007
WREG TV 3 August 2001 - February 2003
Bryant Agency, Inc. February 1997 - July 2001
Skills
Corporate Communications, Internal Communications, Marketing Communications, Marketing Strategy, Crisis Communications, Communications Strategy, Change Management, Change Communication, Advertising, Outdoor Advertising, Radio Advertising, Advertising Sales, Mobile Marketing, Account Management, Copywriting, Advertising Copy, Media Planning, Media Buying, Social Media Marketing, Website Copy, Intranet Strategy, Newsletters, Editing, Corporate Events, Volunteer Management, Volunteer Leadership, Press Releases, Press Kits, Case Studies, Editorial Project..., Sales Presentations, Group Presentations, Talking Points, Biographies, Talent Booking, Radio Production, Research, Fundraising, Relationship Development, Budget Management, Strategic Communications
Education
LeMoyne-Owen College
Bachelor of Science (BS), Business Administration, Management and Operations
Spelman College 1989 — 1992
Happily retired - available for fiduciary consulting opportunities April 2014 - Present
US Trust Bank of America Private Wealth Management September 2010 - March 2014
New York Private Bank & Trust, FSB February 2005 - April 2010
JPMorgan Chase Private Bank April 2000 - February 2005
JPMorgan Chase 2000 - 2005
Kirkland & Ellis 1998 - 2000
Skills
Alternative Investments, Asset Management, Hedge Funds, Investments, Risk Management, Wealth Management..., High Net Worth..., Securities, Estate Planning
Education
New York Law School 1971 — 1975
JD
Lehigh University - College of Business and Economics 1966 — 1970
BA, Economics
Risk Management Advisory LLC February 2014 - Present
Treliant Risk Advisors September 2010 - January 2013
Risk Management Advisory LLC August 2009 - September 2010
JPMorgan Chase November 2004 - January 2009
JP Morgan Chase & Co 1979 - 2009
JPMorgan Chase 2001 - 2003
JPMorgan Chase 1998 - 2001
Skills
Thought Leadership, Leveraged Finance, Portfolio Management, Credit, Loans, Banking, Equities, Credit Analysis, Underwriting, Credit Risk, Finance, Financial Modeling, Risk Management, Forecasting, Accounting, Hedge Funds, Financial Risk, Capital Markets, Retail Banking, Due Diligence, Leadership, Financial Structuring, Risk Assessment, Executive Management, Asset Management, Training, Financial Services, Valuation, Strategy, Management, Analysis, Operational Risk, Relationship Management, Enterprise Risk..., CRM
Education
Lehigh University - College of Business and Economics 1965 — 1969
BS, Marketing
Millburn High School 1965
Millburn High School 1965
Millburn High School 1965
Millburn High School 1965
Millburn High School 1965
Millburn High School 1965
JPMorgan Chase & Co. March 2014 - Present
JPMorgan Chase February 2011 - March 2014
JPMorgan Chase April 2006 - January 2011
JPMorgan Chase January 2004 - April 2006
JPMorgan Chase November 2002 - January 2004
JPMorgan Chase February 2000 - November 2002
Skills
Training, Retail, Team Building, Leadership Development, Employee Engagement, Team Management, Process Improvement, Recruiting, Strategic Planning, Management, Strategy, Banking, Leadership, Sales, Coaching, Mortgage Lending, Employee Training, Retail Banking, Change Management, Performance Management
Education
LeTourneau University 1993 — 1998
BS, Biology, Buisness
University of Phoenix 2001 — 2003
MBA, Business Administration
Morgan Stanley Smith Barney April 2010 - Present
JPMorgan Chase March 1999 - February 2002
Deloitte September 1992 - October 1999
Fidelity Investments October 1996 - March 1999
Bank of Boston 1990 - 1992
Education
Lehigh University
B.S., Industrial Engineering
M&T Bank December 2014 - Present
Union Center National Bank 2013 - 2014
Commercial Landmarks, LLC 2008 - 2013
JPMorgan Chase 2002 - 2008
Bank of America 1995 - 2002
Bank of Oklahoma 1982 - 1989
Chase Manhattan Bank 1979 - 1982
Goldman Sachs 1977 - 1978
Skills
Mergers, Banking, Financial Analysis, Finance, Financial Modeling, Investment Banking, Mergers & Acquisitions, Merchant Banking, Real Estate, Commercial Banking, Commercial Real Estate, Private Equity, Asset Management, Investments, Corporate Finance, Financial Services, Management
Education
Universität Zürich 1977 — 1978
Masters equivalent, International business and relations
University of Notre Dame 1973 — 1977
Bachelor of Arts, American Studies and Foreign Languages
Leopold-Franzens Universität Innsbruck 1974 — 1975
year abroad, Western European Studies and German
JPMorgan Chase June 2014 - Present
CBRE June 2013 - May 2014
Boston Properties 2011 - 2013
RJ Palmer 2010 - April 2011
Skills
Property Management, Social Media, Investment Properties, Real Estate Development, Leases, Real Estate, Disposition, Corporate Real Estate, Lease Administration, Real Estate Economics, Commercial Real Estate, Real Estate Transactions, Facilities Management, Apartments, Tenant
Education
Lehigh University - College of Business and Economics 2006 — 2010
B.S., Business & Economics, Minor in Communications
JPMorgan Chase October 2003 - Present
JPMorgan Chase October 2003 - June 2011
Gold Bank March 2002 - September 2003
Gold Bank March 2002 - September 2003
UMB Bank January 2000 - March 2002
EDS - Electronic Data Systems August 1997 - January 2000
Education
LeTourneau University
Bachelors of Science, Business Management
JPMorgan Chase August 2014 - Present
Sichuan Trust Co., Ltd. June 2012 - July 2012
SHINEWING CPA Limited January 2011 - March 2011
Macquarie Group November 2010 - January 2011
Sinolink Securities Co., Ltd. July 2010 - August 2010
Skills
SAS, Microsoft Office, Microsoft Excel, Microsoft Word, MATLAB, C++, EViews, Visual Basics, Bloomberg, Visual Basic, Matlab, Finance, Eviews, VBA, Due Diligence, Analytics, Access, Auditing, Statistics, Trading, Quantitative Finance, Analysis, Time Series Analysis, Bloomberg Terminal, Economics, Financial Modeling, Quantitative Analytics, Econometrics, R, Monte Carlo Simulation
Education
University of Chicago 2013 — 2014
Master of Science (MS), Financial Mathematics
Lehigh University 2011 — 2013
Master of Science (M.S.), Analytical Finance, 3.87
Southwestern University of Finance and Economics 2007 — 2011
Bachelor's degree, Financial Engineering, 3.76
JPMorgan Chase July 2014 - Present
Lehigh University January 2013 - May 2014
Lehigh University August 2011 - May 2014
Apprise Software August 2012 - August 2013
Skills
Java, Python, Oracle SQL Developer, Unix, Windows, Microsoft Excel, Microsoft Word, PowerPoint, Databases, Object Oriented Design, C/C++, C#, C++
Education
Lehigh University 2010 — 2014
Bachelor of Science, Computer Science/ Engineering
IBERIABANK January 2015 - Present
Whitney Bank August 2012 - December 2014
First National Bank USA February 2011 - August 2012
Business Capital - Bizcap July 2010 - February 2011
JPMorgan Chase September 2008 - February 2011
Skills
Microsoft Office, Referrals, Editing, Economics, Credit, Financial Analysis, Financial Modeling, Finance, Credit Analysis, Banking, Corporate Finance, Credit Risk, Bloomberg, Underwriting, Accounting, Retail Banking, Commercial Banking
Education
University of New Orleans 2003 — 2010
BS, Finance
University of Innsbruck
Silicon Valley Bank February 2014 - Present
JPMorgan Chase October 2010 - February 2014
First Annapolis January 2010 - October 2010
First Annapolis July 2008 - December 2009
First Annapolis July 2007 - June 2008
The Dreyfus Portfolio - Lehigh University Investment Management Group May 2006 - May 2007
Bear, Stearns & Co. June 2006 - August 2006
Bear, Stearns & Co. June 2005 - August 2005
Skills
Mergers, Partnerships, E-commerce, Venture Capital, Business Strategy, Debit Cards, Mergers & Acquisitions, Strategy, Start-ups, Portfolio Management, Due Diligence, Private Equity, Financial Modeling
Education
Lehigh University - College of Business and Economics 2003 — 2007
BS, Finance, Accounting, Religion Studies
Scarsdale High School 1999 — 2003
JPMorgan Chase August 2014 - Present
JPMorgan Chase July 2012 - July 2014
Technology, Research and Communication (“TRAC”) Fellow August 2009 - May 2012
Donadio & Olson, Inc. May 2011 - August 2011
WaterAid America May 2010 - August 2010
Education
Lehigh University 2008 — 2012
Bachelor of Arts (B.A.), Global Studies, Magna Cum Laude
JPMorgan Chase July 2013 - Present
PwC July 2008 - July 2013
Skills
Internal Controls, ITGC, SOX 404, SSAE16, Regulatory Guidelines, Regulatory Compliance, Information Risk, Regulatory Requirements, Risk Assessment, Project Management, Governance, Information Security, Information Security..., Information Security..., IT Audit, SAS70, SSAE 16
Education
Lehigh University 2004 — 2008
BS, Computer Science Business
JPMorgan Chase May 2014 - Present
JPMorgan Chase October 2012 - May 2014
Practising Law Institute May 2012 - October 2012
The EastWest Institute September 2011 - December 2011
Coalition for the International Criminal Court August 2011 - December 2011
Lehigh University Global Union August 2010 - June 2011
Lehigh University Global Citizenship August 2007 - January 2011
Conferencia Permanente de Partidos Politicos de América Latina y el Caribe February 2010 - July 2010
Skills
International Relations, Research, Social Media, Spanish, Nonprofits, Arabic, Microsoft Excel, Microsoft Word
Education
Lehigh University 2007 — 2011
BA, International Relations
Universidad de Ciencias Empresariales y Sociales
Comparative Latin American Political Systems and Socioeconomics
The American University in Cairo
Egyptian Political Economy, Journalism in the Middle East & North Africa, Arabic
Eni December 2010 - Present
BP November 2009 - December 2010
Statoil April 2008 - October 2009
BP December 2006 - April 2008
BP December 2005 - December 2006
JPMorgan Chase April 2004 - December 2005
Aon Hewitt January 2004 - November 2004
Camden Property Trust June 2002 - March 2004
KPMG US June 1999 - May 2002
LyondellBasell March 1998 - April 1999
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, MS Project, Access, Outlook, Outlook Express, Lotus Notes, SAP, SAP HR, PeopleSoft, SAP Authorizations, AFE, Kronos Timekeeping, Adobe Acrobat, Microsoft Publisher, Documentum, Visio, SharePoint, Analysis, Contract Management, Recruiting, Leadership, Management, Process Scheduler, Project Management
Education
LeTourneau University 2012 — 2013
Master of Business Administration (MBA), Strategic Leadership
Bradford School of Business
LeTourneau University
Bachelor's degree, Business Administration and Management, Magna Cum Laude
JPMorgan Chase October 2012 - Present
Goldman Sachs July 2010 - December 2011
Skills
Bloomberg, Fixed Income, Valuation, Financial Modeling, Investment Banking, Equities, Capital Markets, Hedge Funds, Due Diligence, Derivatives, Private Equity, Investments, Alternative Investments, Corporate Finance, Finance, Financial Markets, Financial Analysis, Portfolio Management, Credit Analysis, Bloomberg Terminal, Financial Services, Credit
Education
Lehigh University 2006 — 2010
Bachelor of Science (BS), Finance, General
JPMorgan Chase July 2013 - Present
JPMorgan Chase June 2012 - August 2012
Education
Lehigh University 2010 — 2013
Bachelor's Degree, Computer Science
San Francisco University High School 2006 — 2010
High School
BNP Paribas August 2015 - Present
Credit Agricole CIB March 2014 - August 2015
Credit Agricole CIB July 2012 - March 2014
JPMorgan Chase June 2011 - August 2011
The Paley Center for Media June 2010 - August 2010
Education
Lehigh University 2008 — 2012
Bachelor of Science (BS), Finance, General
Jericho High School
Citi February 2015 - Present
JPMorgan Chase September 2003 - December 2014
Bank One February 1986 - September 2003
Skills
Anti-Money Laundering..., Risk Models, Typology Development, Monitoring Strategy, Project Management, Capital Budgeting, System Design, Corporate Internal..., Corporate Fraud..., AML, Compliance, Operational Risk..., KYC, Fraud, Anti Money Laundering, Due Diligence, Banking, Financial Risk, Risk Management, Financial Services
Education
LeTourneau University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
JPMorgan Chase July 2014 - Present
St. Luke's University Health Network August 2013 - May 2014
JPMorgan Chase June 2013 - August 2013
Bipore Medical Devices, Inc June 2012 - August 2012
Education
Lehigh University 2010 — 2014
B.S.Industrial Engineering
Mater Dei High School 2006 — 2010
Hearst Magazines January 2015 - Present
JPMorgan Chase July 2014 - December 2014
Dolce & Gabbana December 2013 - May 2014
Wenner Media July 2013 - February 2014
US Weekly Magazine at Wenner Media June 2013 - August 2013
JPMorgan Chase June 2012 - August 2012
Skills
Fashion, Special Events..., Public Relations, Organization, Time Management, Close Attention to..., Celebrity, Highly detail oriented, Deadline Oriented, Microsoft Office, Microsoft Excel, PowerPoint, Entertainment, Photoshop, InDesign, Social Media, Event Planning, Media & Entertainment
Education
Lehigh University 2011 — 2013
USAA April 2011 - March 2015
JPMorgan Chase April 2007 - April 2011
HSBC April 2006 - May 2007
Merrill Lynch January 2002 - April 2006
Education
Lehigh University - College of Business and Economics 1997 — 2002
Bachelor of Arts (B.A.), Economics
JPMorgan Chase November 2014 - Present
Goldman Sachs July 2011 - October 2014
Goldman Sachs June 2010 - August 2010
Education
Lehigh University - College of Business and Economics 2007 — 2011
BS, Finance
GfK April 2012 - Present
Hamptons Golf School May 2011 - October 2013
Your Land In Israel September 2011 - June 2013
GlobalHue (A multicultural ad agency.) December 2009 - December 2010
Limited Brands December 2006 - February 2009
JPMorgan Chase January 2003 - February 2006
Kid Lightning Enterprises September 1999 - December 2002
Skills
InDesign, Photoshop, Illustrator, Advertising, Event Planning, Social Media, Social Networking, Management
Education
The Art Institute 2009 — 2011
Digital Design, Graphic Design
Lesley University 1987 — 1991
Bach Science, Human Services
JPMorgan Chase October 2000 - June 2006
Bank United Mortgage January 1996 - January 2000
Skills
Loss Mitigation, Process Improvement, Compliance, Servicing, Customer Relations, Risk, Account Management, Mortgage, Mortgage Banking, Loans, Mortgage Servicing, Loan Servicing, Risk Management, Vendor Management, Foreclosures, Portfolio Management, Due Diligence, Vendor Relations, Short Sales, Call Center, People Development, Mortgage Lending, Customer Service, Credit, Management, Loan Origination, Banking, Financial Risk, Call Centers, Default, Underwriting, Leadership, Residential Mortgages, Strategy, Mortgage Underwriting, Credit Analysis, Change Management, Loan Modifications, Asset Management, Financial Services, Credit Risk, Commercial Lending, Finance, Executive Management, Consumer Lending, Capital Markets, Relationship Management, Securitization, Real Estate Economics, Investments
Education
LeTourneau University 1997 — 2000
Master of Business Administration (M.B.A.)
LeTourneau University 1996 — 1998
Bachelor of Science (BS)
JPMorgan Chase February 2014 - Present
TEKsystems/Baker Hughes March 2012 - February 2014
JP Morgan Chase September 2009 - February 2012
AIM Investments October 2004 - September 2009
Duke Energy Corporation April 2002 - October 2004
Barrios Technology, Inc./NASA Johnson Space Ctr June 2000 - April 2002
Barrios Technology, Inc./NASA Johnson Space Ctr July 1998 - June 2000
Lockheed Martin Space Mission Systems June 1997 - July 1998
Skills
Management, Disaster Recovery, Data Center, Operating Systems, Troubleshooting, Unix, NetApp Filers, EMC Storage, IBM XIV, Cisco UCS, HP-UX, Solaris 8/9/10, Red Hat Linux, VMware, Solaris, Virtualization, Security, Servers, ITIL, SAN, Databases
Education
LeTourneau University 2009 — 2013
Master of Business Administration (MBA) - 2013, Business Administration and Management, General
The University of Texas at Austin 1993 — 1997
B. S., Aerospace Engineering
Goldman Sachs January 2012 - Present
Goldman Sachs July 2008 - December 2011
MF Global July 2007 - June 2008
Goldman Sachs June 2004 - July 2007
JPMorgan Chase July 2003 - June 2004
The Bear Stearns Companies Inc June 2000 - July 2003
Skills
Equities, Product Control, Volatility, Business Development, Fixed Income, Capital Markets, Investment Banking, Hedge Funds, Derivatives, Credit Derivatives, Valuation, Equity Derivatives, Financial Modeling, Bloomberg, Structured Products
Education
Lehigh University - College of Business and Economics 1996 — 2000
BS, Corporate Finance
Direct Energy April 2014 - Present
Direct Energy December 2012 - Present
Direct Energy June 2012 - Present
Spark Energy June 2011 - December 2011
Reliant Energy September 2009 - June 2011
Reliant Energy April 2007 - September 2009
JPMorgan Chase March 2006 - March 2007
JPMorgan March 2002 - March 2006
Coastal Securities 2001 - 2002
Charter Title Company 1997 - 2001
Skills
Strategic Planning, Strategy, Marketing Communications, Program Management, Management, Product Development, Leadership, Sales Operations, Business Development, Market Research, Business Strategy, Marketing Management, Business Process..., CRM, Product Marketing, Contract Negotiation, New Business Development, Vendor Management, Online Marketing, Mergers, Change Management, Analytics, Competitive Analysis, Financial Modeling, Integrated Marketing, Marketing Strategy, Marketing, Direct Marketing, Segmentation, Mergers & Acquisitions, Analysis, Cross-functional Team...
Education
University of St. Thomas (TX) 2004 — 2006
MBA, Marketing
LeTourneau University 1998 — 2001
BBA, Business Administration / Accounting / Finance
Special Purpose Acquisition Company Investment Strategy May 2014 - Present
EarlyBirdCapital, Inc. February 2008 - May 2014
Legg Mason Capital Management 2006 - 2007
JPMorgan Chase May 2005 - September 2005
Skills
Investment Banking, Venture Capital, Reverse Mergers, Special Situations, Private Placements, Sourcing, Fundraising, Valuation, IPO, Due Diligence, Financial Analysis, Real Estate, Series 7, Series 63, Capital Markets, Bloomberg, Hedge Funds, Financial Modeling, Fixed Income, Equities, Investments, Alternative Investments, Financial Reporting, Investment Strategies, Mergers & Acquisitions, Management, Private Equity, Strategic Planning, Social Media, Corporate Finance, Capital, Strategy
Education
Lehigh University - College of Business and Economics 2001 — 2005
Bachelor of Science (B.S.)
Gilman School
J.P. Morgan May 2015 - Present
J.P. Morgan January 2015 - Present
J.P. Morgan January 2014 - Present
J.P. Morgan February 2013 - Present
JPMorgan Chase December 2011 - February 2013
Optimum Re Insurance Company July 2009 - December 2011
Texas Finance Commission/ Office of Consumer Credit Commissioner January 2006 - August 2010
Skills
Credit, Loans, Banking, Investments, Securities, Financial Services, Finance, Investment Banking, Risk Management, Financial Analysis, Accounting, Retail Banking, Financial Risk, Commercial Banking, Mortgage Lending, Credit Cards, Credit Analysis, Underwriting, Credit Risk, Financial Modeling, Insurance
Education
LeTourneau University 2003 — 2005
BBA, Business Administration and Management, General
Kilgore College 1999 — 2001
AAS, Legal Assisting
Banco Santander April 2014 - Present
Bradesco April 2011 - April 2014
JPMorgan Chase August 2010 - April 2011
Citigroup July 2007 - July 2010
Ipreo, LLC July 2006 - July 2007
Skills
Credit, Series 7, Equity Research, Equities, Capital Markets, Fixed Income, Portfolio Management, Derivatives, Hedge Funds, Asset Management, Financial Markets, Investments
Education
Lehigh University 2002 — 2006
J. P. Morgan Chase Vice PresidentJP Morgan Chase1980 - Present
JPMorgan Chase 1980 - 2008
Education
LeTourneau University 1996 — 1998
Advanta Bank Corp. VP, Chief Compliance OfficerAdvanta1997 - Present
JPMorgan Chase 2001 - 2002
Chase Home Finance 2001 - 2002
Great Western Bank 1984 - 1987
Education
Pepperdine University School of Law 1975 — 1978
J.D., Law
Lehigh University - College of Business and Economics 1971 — 1975
JP Morgan Chase May 2010 - Present
JPMorgan Chase January 2007 - May 2010
J.P. Morgan Chase July 2005 - January 2007
Chase Card Services July 2003 - July 2005
Skills
ITIL, Visio, Business Analysis, SDLC, Software Development, Requirements Analysis, Management, Process Improvement, Java Enterprise Edition, Enterprise Architecture, IT Management, SQL, SOA, Software Project..., IT Strategy, Requirements Gathering, Vendor Management, Disaster Recovery, Agile Methodologies, Data Warehousing
Education
Lehigh University 1999 — 2003
BS, Computer Engineering
JPMorgan Chase December 2013 - Present
JP Morgan Chase January 2011 - November 2013
JPMorgan Chase 2009 - 2011
JPMorgan Chase Card Services 2006 - 2009
TSYS 2000 - 2005
Skills
SDLC, Business Analysis, Requirements Gathering, Requirements Analysis, Software Project..., Business Requirements, PMO, Software Development, IT Strategy, User Acceptance Testing, Systems Analysis, Vendor Management, Agile Methodologies, Project Delivery, Visio, Enterprise Architecture, Business Process...
Education
Lenoir-Rhyne University
JPMorgan Chase August 2011 - Present
citi Financial 2005 - 2010
Education
LeTourneau University 2008 — 2011
Bachelors, Education
OppenheimerFunds January 2011 - Present
E*Trade Financial October 2004 - January 2011
JPMorgan Chase January 1999 - October 2004
Citibank July 1997 - January 1999
Skills
Integrated Marketing, Direct Marketing, Segmentation, Multi-channel Marketing, Strategic Partnerships, Marketing Strategy, Relationship Management, CRM, Competitive Analysis, Lead Generation, Analytics, Business Development, Product Marketing, Cross-functional Team..., Customer Experience, Customer Acquisition, Social Media, Digital Marketing, Asset Management, Mutual Funds
Education
Lehigh University 1993 — 1997
Bachelor of Arts (B.A.), International Business
Westfield High School 1989 — 1993
Bridgewater Associates January 2011 - Present
JPMorgan Chase November 2005 - January 2011
Computer Toolbox, LLC August 1992 - 2005
Greenwich Technology Partners January 1999 - January 2002
High Technology Systems Corp. January 1997 - 1999
Lehigh University CIM Laboratory January 1995 - January 1996
Evergreen Data Associates January 1994 - January 1995
Education
Lehigh University 1995 — 1996
B.S. Computer Engineering
Lehigh University 1991 — 1995
B.S. Computer Science
Progressive Insurance July 2014 - Present
JPMorgan Chase April 2013 - June 2014
JPMorgan Chase February 2008 - April 2013
Con Edison July 2006 - October 2007
Dun & Bradstreet September 2004 - July 2006
Skills
Microsoft Excel, Training, Management, Testing, Project Management, Microsoft Word, Risk Management, Business Analysis, Data Analysis, Process Improvement, Business Process..., Requirements Gathering, Integration, Requirements Analysis, Change Management, Agile Methodologies, PowerPoint, Project Planning, Time Management, Leadership, Analysis, Finance, Program Management, MS Project
Education
Lehigh University 2002 — 2006
BA, Environmental Studies
JPMorgan Chase September 2008 - Present
Belfint, Lyons, & Shuman P.A February 2008 - April 2008
Liberty Tax Service February 2007 - April 2007
Fox Hollow May 2006 - September 2006
Mercantile Bank May 2004 - August 2005
Education
Loyola University Maryland 2007 — 2008
Supplemental Courses, Accounting
LeTourneau University 2001 — 2008
B.S. Accounting, Accounting
The Metropolitan Museum of Art July 2012 - Present
Leviathan Lab January 2009 - Present
Voices of Gotham December 2009 - Present
Self-employed - Actor/Musician 1991 - 2015
Self-employed - Actor/Musician 1991 - 2015
Self-employed - Actor/Musician 1991 - 2015
JPMorgan Chase March 2012 - June 2012
Plus One Health Management 2001 - December 2011
Colgate Palmolive September 1999 - August 2006
Skills
Theatre, Improvisation, Performing Arts, Dance, Voice Over, Acting, Voice Acting, Final Cut Pro, Directing, Drama, Digital Media, Entertainment, Stage, Musical Theatre, Social Media, Public Speaking
Education
University of Washington 1991 — 1994
Master of Fine Arts (M.F.A.), Acting
Lewis and Clark College 1987 — 1991
Bachelor of Arts (B.A.), Theater and Music
Smith Barney June 2007 - Present
JPMorgan Chase May 2000 - May 2007
Education
Rutgers University School of Law - Newark 1999 — 2003
J.D., Law
Lehigh University 1992 — 1996
B.A., English and Philosphy
JPMorgan Chase March 2011 - Present
JPMorgan Chase September 2009 - March 2011
JPMorgan Chase September 2006 - September 2009
Wells Fargo Bank August 2003 - September 2006
Wells Fargo Bank May 2002 - August 2003
Aarons Sales and Leasing February 1999 - May 2002
Skills
Commercial Banking, Small Business Lending, Credit, Loans, Commercial Lending, Banking, Credit Analysis, Lines Of Credit, Portfolio Management
Education
LeTourneau University
Bachelors, Business Administration
San Jacinto College
Associates, Business Management
Boeing March 2010 - Present
Century 21 Alliance April 2012 - Present
Boeing September 2008 - January 2010
Boeing November 2013 - September 2014
Boeing January 2010 - May 2010
JPMorgan Chase January 2005 - August 2008
UPS Supply Chain Solutions March 2004 - January 2005
Binney & Smith August 2003 - March 2004
Unites States Air Force August 2002 - August 2003
Skills
Program Management, Process Improvement, Project Management, Data Analysis, Visio, MS Project, Business Analysis, Six Sigma, Analysis, Change Management, Earned Value Management, Financial Analysis, Microsoft Office, Microsoft Excel, Cross-functional Team..., Team Building, Integration, Forecasting, Budgets, Project Planning, Team Leadership, Risk Management, Management, Leadership, Vendor Management, PMP, Business Process..., Access
Education
Villanova University 2011 — 2014
MBA, International Business
Project Management Institute 2007 — 2009
Project Management Professional, Project Management
Lehigh University 2002 — 2006
Master of Science (MS), Systems Engineering/Management Science
Lehigh University 2002 — 2005
BS, Honors Program - Engineering and Integrated Business
JPMorgan Chase October 2012 - Present
Royal Bank of Scotland January 2009 - October 2012
Royal Bank of Scotland April 2008 - December 2008
Citigroup November 1999 - March 2008
Citigroup August 1998 - November 1999
Citigroup January 1996 - July 1998
Citigroup April 1990 - December 1995
Citigroup July 1987 - March 1990
Federal Reserve Bank of New York July 1985 - July 1987
Skills
Supply Chain Finance, Securitization, Portfolio Management, Negotiation, Credit Risk, Structured Finance, Syndications, Restructuring, Corporate Finance, Risk Management, Trade Finance, Derivatives, Capital Markets, Financial Risk, Commercial Banking, Investment Banking, Supply Chain, Credit Analysis, ABCP
Education
Tufts University - The Fletcher School of Law and Diplomacy 1983 — 1985
M.A.L.D., Economics, Security Studies, American Diplomatic History
Lewis and Clark College 1978 — 1982
B.A., International Affairs
JPMorgan Chase May 2008 - Present
Bear Stearns February 2007 - May 2008
Shearman and Sterling October 2004 - January 2007
Education
Villanova University School of Law 2001 — 2004
Lehigh University 1997 — 2001
Bayhealth Medical Center January 2013 - Present
University of Delaware August 2009 - May 2012
University of Delaware September 2009 - May 2010
JP Morgan Chase June 2007 - December 2009
Chase Cards Services 2007 - 2009
JPMorgan Chase 2005 - 2009
Wells Fargo Auto Finance December 2005 - June 2007
The Bank of New York September 2003 - December 2005
Skills
Nursing
Education
University of Delaware 2010 — 2012
Bachelor of Science (BS), Registered Nursing/Registered Nurse
University of Delaware - Lerner College of Business and Economics 2003 — 2004
MA Economics
University of Delaware - Lerner College of Business and Economics 2000 — 2003
BS Economics
Lehigh University 1998 — 2000
Chemical Engineering
Shell November 2007 - June 2015
JPMorgan Chase May 2003 - November 2007
Williams Communications Solutions August 1996 - August 2001
Skills
PMP, PMO, Business Analysis, IT Strategy, Management, Project Delivery, Project Portfolio..., SDLC, Business Intelligence, Project Management, Process Improvement, SharePoint, Team Leadership, Software Project..., MS Project, Vendor Management, Business Process..., Business Process, IT Management, Program Management
Education
Project Management Institute-PMP
PMP
University of Phoenix
MBA, Technology Management
LeTourneau University 1998 — 2000
BBA, Business
Capital One July 2007 - Present
The BOSS Group September 2006 - July 2007
JPMorgan Chase August 2004 - August 2006
Morgan Stanley June 2003 - August 2003
Education
Lehigh University - College of Business and Economics 2000 — 2004
Bachelor of Science, Finance
JPMorgan Chase January 2014 - Present
JPMorgan Chase March 2012 - Present
Bank of America February 2005 - February 2011
Bank of America March 2003 - February 2005
Oak Street Mortgage 1900 - 1901
Skills
Banking, Mortgage Lending, Loans, Six Sigma, Sales, Leadership, Strategic Planning, Credit, Loan Origination, Risk Management, Wealth Management, Mortgage Banking, Credit Analysis, Relationship Management, Small Business Lending
Education
Lenoir-Rhyne University 1991 — 1994
BS, Business Administration
JP Morgan Chase 2003-2009 May 2003 - May 2009
JP April 2002 - May 2003
JPMorgan Chase January 2000 - January 2002
JP Morgan Chase /Texas Commerce Bank / First City Bank January 1992 - January 2000
Education
LeTourneau University 2004 — 2010
Bachelors, Business Administration
NYSSCPA 2000 - Present
CIBC Oppenheimer 1997 - 1999
JPMorgan Chase 1986 - 1996
Price Waterhouse 1979 - 1986
Skills
Accounting, Tax, Financial Reporting, Internal Controls, Auditing, CPA, Non-profits, US GAAP, Income Tax, Tax Research, Tax Preparation, Financial Analysis, Managerial Finance, SEC filings, Corporate Tax, Tax Accounting, GAAP
Education
Lehigh University - College of Business and Economics
BS, Accounting
Wells Fargo August 2009 - Present
JPMorgan Chase June 2009 - July 2009
Wachovia April 2003 - November 2008
Skills
Appraisals
Education
Stetson University 1990 — 1993
Bachelor of Arts, Political Science, Business Administration
Lenoir-Rhyne College 1989 — 1990
Political Science, Economics
Ft. Pierce Central HS
Fidelity Investments November 2010 - Present
ViewPoint Bank January 2009 - August 2010
Wachovia Securities July 2004 - January 2009
JPMorgan Chase February 2003 - July 2004
Bank One Ltd January 1998 - February 2003
FCNBD Corporation March 1995 - January 1998
First National Bank of Chicago February 1991 - March 1995
Skills
Wealth Management, Personal Financial..., Retirement Planning, Investment Management, Investment Advisory..., Investment Strategies, Asset Allocation, Asset Protection, Retirement Savings, Relationship Management
Education
Lewis University
M.B.A, Finance
Lewis University
B.A, Business Administration
Citi March 2014 - Present
Citi November 2007 - February 2014
Citi November 2004 - October 2007
JPMorgan Chase February 2003 - October 2004
CIBC August 2000 - November 2003
Skills
Tactical Business..., Risk Mitigation and..., New Client Development, Market Penetration..., Stakeholder Networking, Retail Banking..., Performance Assessment..., Competitor / Market..., High-Level Relationship..., Team Mentoring and..., Competition, Retail Banking, New Business Development, Portfolio Management, Vendor Management, Process Improvement, Financial Services, Credit Cards, Business Development, Risk Management, Credit, Leadership, Market Analysis, Market Penetration, Business Continuity..., Banking, Building Relationships, Relationship Management, Sales Management, Analytics, Customer Retention, Management, Sales, Project Management, Operations Management, Strategic Planning, Strategy, Customer Service, Team Building, Business Planning, CRM
Education
Lehigh University - College of Business and Economics 2006 — 2007
Graduate Certificate, Project Management
University of Denver - Daniels College of Business 2001 — 2003
MBA, Management, Banking and Finance
Siena College 1992 — 1996
BA, English
CCMT
Wolters Kluwer Financial Services December 2012 - Present
JPMorgan Chase January 2012 - December 2012
Litton Loan Servicing July 2010 - December 2011
Litton Loan Servicing April 2009 - July 2010
DHL Express February 2007 - January 2009
JPMorgan Chase October 1995 - October 2005
Skills
Team Building, Performance Appraisal, Mortgage, Strategic Planning, Problem Solving, Loans, Coaching
Education
LeTourneau University 2002 — 2008
Bachelors, Business Administration
JPMorgan Chase June 2014 - Present
American International Group December 2010 - June 2014
Rothstein Kass October 2006 - December 2010
Lehigh University College of Business and Economics September 2005 - May 2006
Skills
SAP BPC, Hyperion,..., Accounts Payable, Accounts Receivable, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Auditing, Financial Accounting, Financial Analysis, Accounting, GAAP, US GAAP, CPA, Private Equity, Tax, Corporate Finance, Internal Audit, Equities, Business Valuation, Hedge Funds, Due Diligence
Education
Lehigh University - College of Business and Economics 2004 — 2006
Master of Science (M.S.), Accounting and Information Analysis
Lehigh University 2002 — 2004
Master of Education (M.Ed.), Educational Leadership
Shanghai International Studies University
Bachelor of Arts (B.A.), English Language and Literature
JPMorgan Chase May 2014 - Present
JPMorgan Chase November 2013 - April 2014
JPMorgan Chase July 2013 - November 2013
University of Delaware February 2012 - May 2012
Sibley Memorial Hospital August 2008 - January 2010
Sibley Memorial Hospital February 2008 - April 2009
Education
University of Delaware 2010 — 2012
Master of Business Administration (MBA)
University of Delaware 2010 — 2012
Master of Science (MS), Management Information Systems, General
Simmons College
Bachelor's degree, Registered Nursing/Registered Nurse
Lewis and Clark College
Technical Theatre
Proctor Academy
Simmons College School of Nursing, BSN
JPMorgan Chase November 1998 - Present
JPMorgan Chase January 2012 - December 2012
Skills
Business Process..., Banking, Operations Management, Chain of Custody, Solution Implementation, Transportation, Logistics, Project Management, Partner Management, Call Centers, Relationship Management, Program Management, Project Planning, Executive Management, Leadership, Team Leadership, Cross-functional Team..., Training, SDLC, Analysis, Management, Process Improvement
Education
LeTourneau University
B.S. Business Mgmt, Business
BB&T Supporting a team of credit approvers to help facilitate timely new credit approvals and annual reviews. Focus on compliance, risk mitigation and accurate risk rating.Senior Vice PresidentBank of AmericaNovember 2014 - August 2015
BB&T August 2013 - November 2014
Wells Fargo Bank (formerly Wachovia Bank) October 2011 - August 2013
Wachovia Bank June 2008 - October 2011
M&T Bank 2000 - 2008
Chevy Chase Bank 1999 - 2000
Berkshire Mortgage 1995 - 1998
JPMorgan Chase 1977 - 1980
Skills
Credit, Loans, Small Business Lending, Cash Management, Treasury Management, Credit Risk, Strategic Financial..., Underwriting, Non-profits, Philanthropy, Risk Management, Strategic Planning, Loan Origination, Nonprofits, Financial Analysis, Management, Insurance, Lines Of Credit, SBA, Financial Planning, Commercial Mortgages, Asset Based Lending, Commercial Banking, Small Business
Education
Lehigh University
BS, Accounting
Loyola University Maryland
Graduate courses in finance
Washington Trust Investments 2014 - Present
Ned Davis Research 2013 - 2014
THL Capital 2012 - 2013
Detwiler Fenton 2003 - 2011
Adams Harkness 2001 - 2003
JPMorgan Chase 1999 - 2001
Skills
Bloomberg, Hedge Funds, Alternative Investments, Portfolio Management, Equity Research, Capital Markets, Equities
Education
Lehigh University
BA, Economics
JPMorgan Chase 2007 - Present
Education
University of Phoenix
MBA, Business
LeTourneau University
JPMorgan Chase July 2014 - Present
PwC September 2011 - July 2014
Citigroup May 2010 - August 2010
PwC June 2010 - June 2010
Skills
Financial Analysis, Financial Reporting, Accounting, US GAAP, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Accounting, External Audit, IFRS, Tax, Internal Audit, Financial Statements, Financial Modeling, CFA Level 1, Finance, Analysis, Valuation, Capital Markets
Education
Lehigh University - College of Business and Economics 2009 — 2011
Bachelor of Science, Accounting
JPMorgan Chase March 2014 - Present
JPMorgan Chase June 2012 - March 2014
JPMorgan Chase June 2010 - June 2012
Ernst & Young August 2008 - June 2010
Skills
Sarbanes-Oxley Act, Internal Controls, SEC filings, GAAP, Financial Analysis, Financial Reporting, Accounting, Auditing, Tax, Financial Accounting, IFRS, General Ledger, Hedge Funds, CPA, Corporate Finance, External Audit, Project Management, Trading Systems, SEC Filings
Education
Lehigh University 2007 — 2008
MS, Accounting and Information Analysis
Lehigh University 2003 — 2007
BS, Accounting
JPMorgan Chase September 2013 - Present
Vanguard June 2011 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis
Education
Lehigh University - College of Business and Economics 2007 — 2011
Bachelor of Science (BS), Finance, General
JPMorgan Chase 2007 - 2009
JPMorgan Chase 2002 - 2007
JP Morgan Chase 2001 - 2002
JP Morgan Chase 1987 - 2002
JPMorgan Chase 1995 - 2000
JP Morgan Chase 1992 - 1995
Skills
Risk Management, Product Management, Operations Management, Management, Banking, Capital Markets, Vendor Management, Financial Analysis, Process Improvement, Business Analysis, Financial Services, Customer Service, Finance, Portfolio Management, Mergers & Acquisitions, Analysis, Securities, Equities, Treasury Management, Relationship Management, Investments, Financial Risk, Fixed Income, Cash Management
Education
Lehigh University - College of Business and Economics 1974 — 1980
BS, Finance, International Relations
Noble Americas 2013 - Present
JPMorgan Chase 2008 - 2013
Goldman Sachs 1990 - 2007
Education
Lehigh University - College of Business and Economics 1986 — 1990
BS, Finance
JPMorgan Chase June 2010 - Present
Cardinal Health Inc November 2008 - December 2009
Cardinal Health Inc October 2007 - November 2008
AmeriCorps VISTA July 2006 - July 2007
Peace Corps February 2004 - April 2006
Ingersoll-Rand July 2000 - December 2003
Skills
Leadership, Cross-functional Team..., Program Management, Leadership Development, Marketing
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2009
M.B.A
Lehigh University 1996 — 2000
B.S., Industrial Engineering
Methacton
BNY Mellon April 2010 - Present
JPMorgan Chase September 2003 - March 2010
Madison Consulting Group September 2001 - September 2003
A.T. Kearney March 1998 - September 2001
Accenture September 1995 - March 1998
Bankers Trust May 1987 - June 1995
Skills
Strategy, Financial Services, Risk Management, CRM, Business Process..., Program Management, Product Management, Management, Consulting, Business Strategy, Investment Banking, Investments
Education
Lehigh University
MBA, Finance
East Texas Salt Water Disposal Company February 2014 - Present
Martin Resource Management Corporation August 2012 - February 2014
JPMorgan Chase February 2012 - August 2012
Gladewater National Bank May 2009 - February 2012
Skills
Microsoft Office, Excel, PowerPoint, Word, Java, C++, Access, Banking, Financial Analysis, Credit Risk, Credit Analysis
Education
University of Texas at Tyler 2009 — 2010
Master of Business Administration (MBA), Business Administration
LeTourneau University 2005 — 2009
Bachelor of Science (BS), Business Administration
BNY Mellon 2010 - Present
BNY Mellon 2007 - October 2010
JPMorgan Chase 2006 - 2007
JPMorgan Chase 2003 - 2006
Skills
Corporate Trust, Management, Fixed Income, Project Management, Relationship Management, Equities, Municipal Bonds, Project Coordination, Investments, Financial Analysis, Risk Management, Multi Tasking, Mutual Funds, Banking, Team Management, Client Services, Bonds, Portfolio Management, Securities, Financial Services, Capital Markets
Education
Brigham Young University
LeTourneau University
Bachelor of Business Administration (BBA)
J.P. Morgan October 2012 - Present
JPMorgan Chase August 2010 - September 2012
Valentino USA June 2009 - August 2009
Southard Communications June 2008 - August 2008
Camp Che-Na-Wah June 2004 - August 2007
Skills
Microsoft Excel, PowerPoint, SharePoint, Confirmit, Taleo, Manager Connection, PEAX, Business Objects, CompConnect
Education
Lehigh University - College of Business and Economics 2006 — 2010
Bachelor of Science, Finance and Marketing
The American University of Paris 2009 — 2009
UBS Investment Bank January 2015 - Present
Admiral Capital Group June 2014 - August 2014
J.P. Morgan Securities LLC July 2011 - June 2013
JPMorgan Chase February 2010 - July 2011
JP Morgan Chase July 2007 - January 2010
Skills
Real Estate, Microsoft Excel, Argus Modeling, Financial Modeling, Valuation, Investments, Due Diligence, Investment Banking, Banking, Excel models, Financial Structuring, Fixed Income, DCF, Asset Based Lending, Credit Analysis, Capital Markets, Hedge Funds, Credit, Portfolio Management, Bloomberg, Real Estate Financing, Middle Market, Financial Analysis, Finance, Financial Services, Corporate Finance, Series 63, Series 7, Structured Finance, Securities, Financial Markets, Leveraged Finance, Acquisitions, Loans, Commercial Real Estate, Credit Risk, Real Estate Investor, Real Estate Development, Real Estate Transactions, Real Estate Economics, Corporate Real Estate, MS Excel Pivot Tables, Asset Management
Education
New York University 2013 — 2014
Master's degree, Real Estate
Lehigh University - College of Business and Economics 2003 — 2007
Bachelor of Science, Marketing
ADP January 2015 - Present
Wells Fargo May 2014 - January 2015
JPMorgan Chase August 2013 - May 2014
Automatic Data Processing Inc August 2008 - June 2013
John Eagle Honda of Dallas July 2005 - July 2008
Kroger September 2000 - June 2005
The Kroger Company September 1995 - August 2000
The Kroger Company March 1994 - September 1995
The Kroger Company June 1986 - March 1994
The Kroger Company November 1985 - June 1986
Skills
Fluent in Spanish, Inventory Management, ADP, Administration, Compliance, Sales Management, ADP Payroll, Cold Calling, System Administration, Sales, Recruiting, Management, Retail, Sales Operations, Employee Benefits, Interviews, Strategic Partnerships, Human Resources, Account Management, Sales Process, Customer Service, Leadership, Team Building, Salesforce.com
Education
LeTourneau University 2005 — 2010
BBA, Business Administrarion
Sunset High school 1983 — 1987
High School Diploma, Math and Science
JPMorgan Chase
Skills
Process Improvement, Banking, Customer Service, Loans, Microsoft Excel, Portfolio Management, Credit, Mortgage Lending, Financial Analysis
Education
Lewis and Clark Community College
ADP January 2015 - Present
Wells Fargo Advisors May 2014 - January 2015
JPMorgan Chase August 2013 - May 2014
ADP August 2008 - June 2013
John Eagle Honda of Dallas July 2004 - August 2008
Kroger October 1985 - May 2004
Skills
Spanish, Sales Process, Management, Sales, Recruiting, Employee Benefits, Advertising, Sales Management, New Business Development, Cold Calling, Salesforce.com, Team Building, Forecasting, Team Leadership, Leadership, Negotiation, Training, Coaching, Marketing, Customer Service, Sales Presentations, Strategic Planning, Account Management, Selling, B2B, Sales Operations, Payroll, Business Development, Small Business, Customer Satisfaction, Strategy, Time Management, Lead Generation, Teamwork, Retail, Employee Training, Building Relationships, Social Networking, Leadership Development, Team Management, Employee Relations, Human Resources, Business Planning, Customer Retention
Education
LeTourneau University 2005 — 2013
Bachelor’s Degree, Economics
BlackRock July 2012 - Present
JPMorgan Chase July 2011 - July 2012
Western Union December 2003 - April 2011
Education
New York University, Stern School of Business 2009 — 2012
MBA, Corporate Finance, Financial Instruments and Markets
Lehigh University 1999 — 2003
BS, Computer Science
Time Inc. August 2011 - Present
JPMorgan Chase October 2007 - August 2011
Skills
Financial Analysis, Valuation, Finance, Bloomberg, Derivatives, Equities, Financial Modeling, Hedge Funds, Investment Banking, Corporate Finance
Education
Lehigh University 2001 — 2005
Bachelor of Science (BS), Accounting
JPMorgan Chase June 2011 - August 2011
Education
Lehigh University 2008 — 2012
Industrial Engineering and Finance Dual Degrees, Finance and Engineering
Major Financial Institution March 2012 - Present
JPMorgan Chase 2002 - March 2012
Merrill Lynch 1992 - 2001
Unisys April 1989 - December 1991
Skills
Technology Sourcing, Software Licensing, Contract Negotiations, Contract Management, Vendor Management, IT Strategy, Mergers, Strategic Sourcing, Contract Negotiation, Risk Management, Management, Strategy, Outsourcing, Procurement, Negotiation, Telecommunications, Mergers & Acquisitions, Governance, Portfolio Management, Business Development, Networking, Financial Services, RFP, Project Management, Business Process, Sourcing, Supply Management, Strategic Planning, Project Planning
Education
Lehigh University
B.A.
Suffolk Law School
J.D.
Williamson-Dickie Mfg. Co. March 2012 - Present
JPMorgan Chase August 2011 - March 2012
Citifinancial Auto April 2002 - November 2010
Skills
Software Documentation, Digital Imaging, Team Leadership, Inventory Management, Analysis, Operations Management, Process Improvement, Microsoft Office, Scanners, Adobe Acrobat, Customer Service, Business Analysis, Illustrator, Graphic Design, Marketing, Photography, Dreamweaver, Windows, Quality Assurance, InDesign, PowerPoint, Project Management, Management, Microsoft Word, Product Management, Social Media Marketing, Adobe Creative Suite, Microsoft Excel, Sales, User Interface Design, Retail, Outlook, Photoshop, Specing, Trim Development, Teamwork, Web Design, Creative Direction, Advertising
Education
LeTourneau University 2009 — 2011
Bachelor'sArts, Interdisiplinary Studies
Hines June 2015 - Present
Barclays Investment Bank November 2010 - June 2015
The Home Depot September 2007 - January 2011
JPMorgan Chase April 2001 - July 2006
Skills
Microsoft Excel, Administrative..., PowerPoint, Access, Microsoft Word, Outlook, Office Administration, Data Entry, Teamwork, Time Management, Customer Service, Training, Sales, SAP
Education
LeTourneau University 2003 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
Houston Community College
Bachelor's degree, Mass Communication/Media Studies
LeTourneau University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Prairie View A&M University
Bachelor's degree, Mass Communication/Media Studies
University of Houston
Bachelor's degree, Mass Communication/Media Studies
Wharton County Junior College
Associate's degree, dental hygiene
Raymond James December 2014 - Present
JPMorgan Chase May 2013 - December 2014
Verizon June 2008 - May 2013
Bristol-Myers Squibb June 2007 - August 2007
Education
Lehigh University 2004 — 2008
Bachelor of Science (B.S.), Finance, General
JPMorgan Chase December 1997 - Present
Education
LeTourneau University 2003 — 2005
Master of Business Administration (M.B.A.)
LeTourneau University
Bachelor of Business Management(BBM)
West Texas A&M University
Citi May 2009 - Present
Citi May 2007 - May 2009
Citi January 2002 - May 2007
Citi March 1999 - January 2002
Citi March 1997 - March 1999
JPMorgan Chase July 1988 - March 1997
Fleet/Norstar Financial Group November 1987 - July 1988
First Investors July 1986 - November 1987
Education
Lehigh University - College of Business and Economics 1982 — 1986
Bachelors Degree, Business and Economics- Marketing
JPMorgan Chase August 2012 - Present
JPMorgan Chase 2008 - 2012
Bear Sterns 2007 - 2008
Education
Lehigh University 2003 — 2007
Bachelor of Science (BS), Accounting and Finance