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
Century Car Service, LLC October 2014 - Present
JPMorgan Chase March 2011 - October 2014
JPMorgan Chase March 2010 - March 2011
Washington Mutual Bank/JPMorgan Chase Bank May 2007 - March 2010
Washington Mutual Bank November 2006 - May 2007
Skills
Banking, Management, Risk Management, Sales, Customer Service, Customer Retention, Auditing, Retail, Branch Banking, Customer Experience, Loans, Credit, Mortgage Lending, Consumer Lending, Small Business Lending, Loan Origination, Series 63, Retail Banking, Series 6, Cross Selling, Relationship Management, Credit Cards, Lines Of Credit, Mortgage Banking, Policy, Teamwork, CRM
Education
Pacific Lutheran University 2005 — 2007
Business Administration and Management, Finance
JPMorgan Chase May 2012 - August 2012
GoldenTree Asset Management September 2011 - December 2011
Education
Pace University - Lubin School of Business 2009 — 2013
Bachelor's degree, Finance, Economics, Mathematics, 3.93
JPMorgan Chase April 2010 - Present
Nationwide Equities Corporation June 2009 - April 2010
Fairfield Financial Mortgage Group, Inc. December 2008 - May 2009
Mortgage Source LLC September 2008 - December 2008
Shaw Mortgage Group, Inc. 2006 - 2008
Skills
FHA, Refinance, Real Estate, Mortgage Lending, Loans, Sales, Credit, Mortgage Banking, Loan Origination, Customer Service, First Time Home Buyers, Investments, Finance, Residential Mortgages, Investment Properties, Real Estate Economics
Education
Pace University - Lubin School of Business
Self-Employed While Exploring New Opportunities January 2008 - Present
JPMorgan Chase 2004 - 2008
JPMorgan Chase February 1997 - June 2004
Chase February 1991 - February 1997
Skills
Strategic Financial..., Banking, Risk Management, Technology Integration, Project Management, Relationship Management, Problem Solving, Staff Development, Merger Management, Customer Relations, Planning Budgeting &..., Negotiations, Business Continuity..., Continuous Improvement, Project Planning, Financial Analysis, Presentations, Vendor Management, Product Management, Cash Management, Customer Service, Portfolio Management, Retirement Planning, Investments, Strategic Planning, Business Strategy, Financial Services, Budgets, CRM, Equities, Mergers & Acquisitions
Education
Wharton School, University of Pennsylvania 1974 — 1977
Bachelor of Science in Economics, Finance and Management of Entrepreneurship
Pace University - Lubin School of Business 1980 — 1983
Master of Business Administration (M.B.A.), Corporate Financial Management and Management Science, Graduated "With Distinction"
Deutsche Bank March 2014 - Present
JPMorgan Chase December 2011 - March 2013
Citigroup Inc., Capital Markets 2005 - 2008
JPMorgan Chase 1998 - 2004
Skills
MBS, Fixed Income Analysis, Securitization, Trading, Middle Office, Banking, Options, Risk Management, Settlement, Investments, Mortgage Banking, Cash Management, Financial Services, Analysis, Back Office, Mutual Funds, Asset Management, Data Analysis, Equity Derivatives, Emerging Markets, Treasury, Alternative Investments, Financial Analysis, Structured Products, Financial Markets, Asset Managment, Market Risk, Bloomberg Terminal, Investment Management, Fund Of Funds, Corporate Actions, Finance, CDS, Hedging, Credit, Corporate Finance, Financial Risk, Economics, Credit Risk, Funding, Equity Trading, Securities Lending, Collateral Management, Commercial Banking, Payments, Credit Analysis, Loan Servicing
Education
Pace University - Lubin School of Business
BBA, Business Administration and Management, General
Boeing November 2014 - Present
Boeing April 2013 - October 2014
Boeing March 2012 - April 2013
Boeing August 2011 - March 2012
Umpqua Bank October 2010 - August 2011
JPMorgan Chase June 2010 - October 2010
Boys and Girls Clubs of America June 2009 - June 2010
PLU Department of Humanities February 2009 - June 2010
Skills
Accounting, Microsoft Excel, Banking, Financial Analysis, Payroll, Microsoft Office, Customer Service, PeopleSoft, Access, Strategic Financial..., Cost Accounting, Cost Analysis, Financial Planning, Corporate Finance, Payroll Processing, Multi-state Payroll, Payroll Software, Excel, Human Relations, Banking Operations, Consumer Lending, Small Business Lending, Scheduling, Outlook, Boeing, Lean Thinking, Six Sigma, Cost Management, WebEx, Communication Skills, Job Estimating, Estimates, Statistical Data..., Presentation Skills, Presentation Development, Project Management
Education
Pacific Lutheran University 2007 — 2010
BBA, Human Resources and Management
Pierce College 2004 — 2007
Associate's Degree, General Studies
Prudential June 2014 - Present
JPMorgan Chase March 2012 - June 2014
JPMorgan Chase July 2011 - March 2012
JP Morgan Chase June 2010 - July 2011
GNC November 2009 - May 2010
Inwood Community Service May 2008 - August 2009
Skills
Fluent in Spanish, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Microsoft Outlook, Morcom, SINQ, MSDI, SINH, MRGN, Communication, Sales, Spokesperson, Analysis, Bloomberg, Data Analysis, Portfolio Management, Management, Marketing, Auditing, Strategic Planning, Outlook, Program Management, Financial Analysis, Leadership, PowerPoint, Accounting, Securities, Banking, Finance, Access
Education
Pace University - Lubin School of Business 2007 — 2011
Bachelor of Business Administration, Finance
Bank of America Merrill Lynch 2015 - Present
LJA Consulting 2014 - 2015
Citigroup 2010 - 2013
LJA Consulting 2009 - 2010
BNY Mellon 2004 - 2008
LJA Consulting 2002 - 2004
JPMorgan Chase 1988 - 2001
JPMorgan Chase 1986 - 1988
Skills
Mutual Funds, Securities, Fixed Income, Hedge Funds, Alternative Investments, Global Custody, Wealth Management, Asset Managment, Financial Services, Investments, Strategy, Asset Management, Investment Management, Process Improvement, Management, Operations Management, Cross-functional Team..., Leadership Development, Change Management, Launching Start-ups, Onboarding, Business Development, Private Equity, Emerging Markets, Relationship Management, Leadership, Equities, Risk Management, Portfolio Management, Derivatives, Banking, Back Office, Financial Markets, Capital Markets, Investment Banking, Operational Risk, Middle Office
Education
Pace University - Lubin School of Business
BBA, Business Management
Bishop Loughlin MHS
FMS-SG October 2013 - Present
Depfa Bank September 2011 - September 2013
BNP Paribas December 2010 - August 2011
Depfa Bank April 2008 - November 2010
JPMorgan Chase August 2004 - December 2007
Skills
Fixed Income, Financial Structuring, Portfolio Management, Bloomberg, Derivatives, Structured Products, Capital Markets, CDO, Structured Finance
Education
Pace University - Lubin School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance and Economics, Major GPA 4.0 / Overall GPA 3.83
Consulting April 2012 - Present
JPMorgan Chase September 1994 - May 2012
Braver Stern Securities Corp November 2009 - April 2012
JFI Family Investments LLC May 2008 - November 2009
Cantor Fitzgerald May 2003 - November 2008
Nomura Securities International November 2004 - May 2008
Goldman Sachs August 1990 - September 1994
Bear Stearns December 1987 - August 1990
KPMG Peat Marwick August 1985 - December 1987
Skills
Securities, Fixed Income, Equities, Finance, Derivatives, Swaps, Hedge Funds, Private Equity, Financial Reporting, Mutual Funds, Credit, Financial Services, Credit Derivatives, Accounting, Capital Markets
Education
Pace University - Lubin School of Business 1981 — 1987
BBA, MBA, Accounting & Finance
Lafayette High School
Lafayette High School
Lafayette High School
JPMorgan Chase May 2009 - Present
Wing Luke Asian Museum October 2011 - December 2013
Citi Private Bank June 2007 - February 2009
Bank of America November 2003 - June 2007
Bank of America (formerly Seafirst Bank) 1990 - 2007
Education
Pacific Lutheran University 1988 — 1990
mba, MIS/Finance
EDI
St. Xaviers
Commerce
We Got Soul- Soul Food Restaurant October 2012 - Present
P & P Automotive, LLC August 2011 - Present
Hayes Team Consulting,Inc October 2010 - October 2012
JPMorgan Chase August 2008 - April 2010
Everest Institute June 2007 - May 2009
Skills
Staff Development, Coaching, Public Speaking, Team Building, Teaching, Entrepreneurship, Performance Management, Strategic Planning, Research, Training, Customer Service, Classroom, Educational Leadership, Customer Satisfaction, Microsoft Office, Trainers, Leadership Development, Team Leadership, Event Management, Recruiting, Management, Social Networking, Time Management, Fundraising, Budgets, Public Relations, Marketing
Education
Strayer University (DC) 2009 — 2011
Master of Education (M.Ed.), Educational Leadership and Administration, General
Paine College 1999 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Tift County High
Dual Seal Diploma
Partners in Care March 2008 - March 2011
Partners in Care November 1999 - March 2008
Ziment October 1998 - November 1999
JPMorgan Chase March 1998 - May 1998
Skills
Excel, Russian, Ukrainian, Word, PeopleSoft, QuickBooks, Account Reconciliation, Accounts Payable, Accounts Receivable, Accounting, General Ledger, Bank Reconciliation
Education
Pace University - Lubin School of Business 1995 — 2000
BBA/MBA, Accounting
JPMorgan Chase December 1986 - December 2001
JP Morgan Chase 1986 - 2001
Pan Am November 1963 - November 1986
Skills
Risk Management, Financial Analysis, Business Analysis, Strategic Planning, Auditing, Banking, Program Management, Asset Management, Finance, Portfolio Management, Financial Modeling, Business Process..., Mergers & Acquisitions, Financial Services, Financial Risk, Management
Education
Pace University-Pleasantville/Briarcliff Campus 1976 — 1980
Master of Business Administration (MBA)
Pace University-Pleasantville/Briarcliff Campus 1970 — 1976
Bachelor of Business Administration (BBA), Accounting and Finance
J.P. Morgan September 2012 - Present
JPMorgan Chase February 2012 - September 2012
JP Morgan Chase July 2009 - February 2012
Garnet Capital Advisors January 2008 - May 2009
M.W. Samara Inc. May 2006 - January 2008
Skills
Auditing, Microsoft Excel, Recruiting, Internal Controls, Microsoft Office, Management, Microsoft Word, Project Management, Risk Management
Education
Pace University-Pleasantville/Briarcliff Campus 2005 — 2009
BBA, Public Accounting
JPMorgan Chase April 2013 - Present
JPMorgan Chase May 2009 - April 2013
Education
Pace University - Lubin School of Business 2004 — 2009
Bachelor of Business Administration (BBA), Hospitality and Tourism Management
JPMorgan Chase July 2011 - Present
Citi April 2010 - July 2011
Planet Fitness January 2008 - December 2010
Skills
Banking, Finance, Bilingual-English/Spanis..., Portfolio Management, Sales, Credit, CRM, Consumer Lending, Mortgage Lending, Loans, Cross Selling, Financial Services, Retail Banking, Relationship Management, Life Insurance, Series 6, Series 63, Fixed Annuities, Retirement Planning, Wealth Management, Mutual Funds, Retirement, Strategic Financial...
Education
Pace University-Pleasantville/Briarcliff Campus 1997 — 2001
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wells Fargo Bank February 2007 - Present
North Fork Bank August 2003 - February 2007
Bank of America January 1994 - August 2003
JPMorgan Chase July 1990 - December 1994
Education
Pace University-Pleasantville/Briarcliff Campus 1985 — 1989
BBA, Finance
Ward Melville HS
Goldman Sachs April 2015 - Present
JPMorgan Chase & Co. March 2014 - April 2015
JPMorgan Chase June 2012 - March 2014
JPMorgan Chase June 2011 - August 2011
AmeriCorps September 2009 - August 2010
Skills
Excel, SPSS, Word, PowerPoint, Microsoft Office, Tutoring, Non-profits
Education
Pace University - Lubin School of Business 2008 — 2012
BBA, Finance, Quantitative Business Analysis
JPMorgan Chase 2013 - Present
Ally Financial Inc. 2009 - 2012
Ally Financial Inc. 2008 - 2009
Cerberus Capital Management 2007 - 2008
Goldin Associates 2005 - 2007
FTI Consulting 1999 - 2005
Kroll 1996 - 1999
Pfizer 1994 - 1995
Deloitte 1992 - 1994
Skills
Investments, Portfolio Management, Finance, Private Equity, Due Diligence, Mergers, Risk Management, Mergers & Acquisitions, Restructuring, Capital Markets, Cash Management, Strategy, Financial Services, Financial Reporting, Equities, Treasury Management, Financial Risk, Credit
Education
Pace University-Pleasantville/Briarcliff Campus 1988 — 1992
BBA, Accounting / Finance
Citigroup January 2011 - Present
Citigroup January 2004 - January 2011
JPMorgan Chase 1992 - 2004
The Bank of New York 1987 - 1992
Skills
Derivatives, Treasury, Business Analysis, Investment Banking, Project Management, Liquidity Management, Financial Risk, Fixed Income, Capital Markets, Team Player, Equities, Risk Management, Cash Management, Strong Interpersonal..., Basel II, Basel III, FSA Reporting, Liquidity Risk, Liquidity, Regulatory Reporting, Fixed Income Products, CRD4, Banking, ALM, Treasury Management, Interest Rate..., Trading, Credit Risk, Financial Analysis, Financial Statements, Teamwork, Credit, Credit Derivatives, FX Options, Financial Markets, Trading Systems, Financial Modeling, Financial Services, Market Risk, Operational Risk, Portfolio Management, Bonds, Bloomberg
Education
Pace University - Lubin School of Business
MBA, Corporate Finance
Union College
BS, Computer Science
Caliber Home Loans July 2013 - Present
New Penn Financial, LLC September 2011 - July 2013
Flagstar Bank October 2008 - September 2011
JPMorgan Chase April 2004 - September 2008
Skills
Mortgage Lending, FHA, Refinance, Mortgage Banking, Residential Mortgages, Loans, First Time Home Buyers, FHA financing, Investment Properties, VA loans, Loan Origination, USDA
Education
Palm Beach Atlantic University 1993 — 1995
MBA, Finance, General
Palm Beach Atlantic University 1992 — 1994
Bachelor of Science (BS), Business Administration and Management, General
JPMorgan Chase April 2014 - Present
Lord, Abbett & Co. LLC June 2010 - April 2014
Lord, Abbett & Co. LLC May 2006 - April 2014
Lord, Abbett & Co. LLC June 2008 - May 2010
Lord, Abbett & Co. LLC December 2006 - December 2007
SMBC-CM (Sumitomo Mitsui Banking Corp) March 2003 - August 2004
Skills
Equities, Leadership, Bloomberg, Portfolio Management, Securities, Corporate Actions, Asset Management
Education
Pace University - Lubin School of Business 2002 — 2004
BBA, Finance
Jennison Associates LLC May 2015 - Present
The Blackstone Group July 2012 - May 2015
CIFC October 2011 - July 2012
Price Waterhouse Coopers August 2010 - October 2011
JPMorgan Chase May 2008 - July 2010
AIG January 2007 - April 2008
Skills
Private Equity, SEC filings, Financial Reporting, Financial Modeling, Fund Accounting, Sarbanes-Oxley Act, Finance, US GAAP, Internal Controls, SEC Filings, Auditing
Education
Pace University - Lubin School of Business 2005 — 2010
BBA/MBA- CPA, Public Accounting
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company May 2014 - February 2015
New York Life Insurance Company October 2012 - April 2014
New York Life Insurance Company June 2010 - September 2012
Davidson & Grannum, LLP October 2008 - July 2010
JPMorgan Chase January 2008 - August 2008
MetLife Financial Services December 2006 - April 2008
Skills
Series 6, Series 7, Series 24, Series 63, Series 65, Insurance Law, Life Insurance, Securities Regulation, Securities Litigation, Insurance, Securities, Mutual Funds, Retirement Planning, Investments, Investment Strategies, Legal Research, Long-term Care, Financial Services, Wealth Management, Alternative Investments, Asset Management, Investment Advisory, Estate Planning, FINRA, Finance, Licensing, Fixed Annuities, Asset Allocation
Education
Pace University School of Law 2003 — 2006
JD, Law
Rutgers University-New Brunswick 1998 — 2002
BS, Criminal Justice
Symetra July 2014 - Present
HomeStreet Bank January 2013 - July 2014
VMC June 2010 - December 2012
VMC 2010 - 2010
JPMorgan Chase 2008 - 2009
Washington Mutual July 2003 - September 2008
Skills
Financial Reporting, Financial Modeling, Sarbanes-Oxley Act, Financial Analysis, Account Reconciliation, Internal Controls, Variance Analysis, Cash Management, Accounting, Auditing, Forecasting, Access, Process Improvement, General Ledger, Strategic Planning, Accounts Receivable, GAAP, Microsoft Excel, PowerPoint, Spreadsheets, Analysis, Finance, Internal Audit, Business Analysis
Education
Pacific Lutheran University 1999 — 2003
Bachelor, Business Administration, Accounting Concentration
JPMorgan Chase June 2008 - Present
Education
Pacific Lutheran University 2000 — 2003
JPMorgan Chase & Co. December 2014 - Present
JPMorgan Chase January 2014 - December 2014
JPMorgan Chase & Co. June 2013 - January 2014
JPMorgan Chase February 2012 - January 2014
JPMorgan Chase May 2000 - February 2012
JPMorgan Chase & Co. December 1999 - May 2000
JPMorgan Chase & Co. October 1997 - December 1999
JPMorgan Chase & Co. May 1996 - October 1997
JPMorgan Chase & Co. May 1989 - May 1996
Skills
Banking Operations, Operational Risk..., Consumer Lending, Team Leadership, Internal Audit, Quality Assurance, Regulatory Compliance, International Operations, Internal Controls, Risk Management, Financial Services, Banking, Operational Efficiency, Financial Risk, Process Improvement, Credit Risk
Education
Pace University - Lubin School of Business
B.A., Business Administration, Accounting
JPMorgan Chase April 2009 - Present
Colorado Bag'n Baggage July 2007 - April 2009
Aerosoles December 2008 - March 2009
Skills
Customer Service, Customer Satisfaction, Customer Acquisition, Team Leadership, Operational Excellence, Store Operations, Department Stores, Retail Banking, Sales, Organizational..., Outstanding time..., Communication Skills, Sports Coaching, Acting, Improvisation, Employee Training, Cash Register, Cashiering, Cash Handling Experience, Time Management, Leadership, Communication, Management, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Team Building
Education
Palm Beach Atlantic University 2007 — 2008
Faith Christian Academy 1996 — 2007
New York Junior Tennis and Learning January 2015 - Present
Hutton November 2012 - Present
JPMorgan Chase June 2012 - August 2012
University of Central Florida August 2011 - December 2011
Palm Beach Atlantic University August 2010 - December 2010
Palm Beach Atlantic University October 2009 - December 2010
Children's Haven June 2009 - August 2009
Skills
Customer Service, Microsoft Word, Banking, Research, Social Media Marketing, Email Marketing, Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Project Management, Accounting, Marketing, Event Planning, Social Media, Time Management, Leadership, Public Speaking, Social Networking, Facebook, Community Outreach, Event Management, Fundraising, Blogging, Nonprofits
Education
University of Central Florida 2011 — 2012
Bachelor of Science, Psychology
Palm Beach Atlantic University 2008 — 2010
Platinion a Boston Consulting Group company September 2014 - Present
Deutsche Bank January 2014 - August 2014
Morgan Stanley May 2013 - December 2013
Barclays Investment Bank January 2013 - May 2013
JPMorgan Chase January 2012 - December 2012
BNY Mellon January 2010 - December 2011
Olayan Financing Company September 2004 - December 2009
Lehman Brothers February 2002 - August 2004
CIBC October 2000 - January 2002
Skills
Derivatives, Equities, Debt, Trading, Private Equity, Capital Markets, Venture Capital, PMO, Risk Management, Trading Systems, Executive Management, Business Analysis, Order Management, Options, Fixed Income, Investment Banking, Market Data, Portfolio Management, SDLC, Credit Derivatives, Management
Education
Pace University - Lubin School of Business
MBA, Finance / Accounting
JPMorgan Chase September 2011 - Present
Wells Fargo Financial August 2010 - September 2011
Doherty Enterprises December 2005 - February 2011
Skills
Retail, Financial Analysis, Financial Reporting, Banking, Credit, Loans, Cash Management, Credit Analysis, Finance, Retail Banking, Commercial Banking
Education
Virginia State University 2004 — 2007
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance, 3.1
Pace University - Lubin School of Business 2002 — 2004
Accounting
CSC June 2014 - Present
CSC July 2013 - June 2014
Chubb & Son January 2005 - July 2013
JPMorgan Chase 2002 - 2005
Merrill Lynch 2000 - 2002
KPMG 1998 - 2000
AT&T 1996 - 1998
Skills
Finance, Six Sigma, Financial Services, Program Management, Process Improvement, Governance, Managerial Finance, Vendor Management, Business Process..., Business Analysis, Change Management, Certified Six Sigma..., Cross-functional Team..., Certified Outsourcing..., Global Compensation
Education
Pace University - Lubin School of Business 2009 — 2016
Doctorate, Business - Finance & Economics Concentration
Stevens Institute of Technology 1998 — 2000
M.S., Information Management
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
B.S., Biological Sciences
Goldman Sachs June 2012 - Present
National Association of Black Accountants (NABA) March 2010 - Present
JPMorgan Chase September 2011 - December 2011
Deutsche Bank May 2011 - August 2011
The New Group February 2011 - May 2011
Skills
Financial Reporting, Bloomberg, Accounting, Account Reconciliation, Finance, Analysis, Microsoft Excel, General Ledger, Financial Analysis, Financial Modeling, Corporate Finance
Education
Pace University New 2009 — 2013
Bachelor, Business Administration; Finance
Pace University - Lubin School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Sheepshead Bay High School 2006 — 2009
High School Diploma
Goldman Sachs 2012 Summer Analyst Class
CMO - The Care Management Company of Montefiore Medical Center January 2013 - March 2013
New York City Department of Health & Mental Hygiene December 2008 - June 2010
JPMorgan Chase July 2000 - November 2000
Skills
Microsoft Office, Public Speaking, Program Development, Microsoft Excel, Program Management, Project Management, Finance, Administrative..., Fundraising, Customer Service, Non-profits, Nonprofits, Notary Public, Notary Signing Agent, Phlebotomy, Healthcare Management, Management, Human Resources, Healthcare, Administration, Community Outreach, Hospitals, Leadership, Recruiting, Training, Business Analysis, Thought Leadership, Healthcare Analytics
Education
University of Phoenix 2012 — 2016
Doctor of Management in Organizational Leadership
University of Phoenix 2011 — 2012
Certificate, Project Management
University of Phoenix 2009 — 2011
MBA, Business
Hostos Community College 2010 — 2010
Certificate, Grant Writing
Pace University - Lubin School of Business 1993 — 1998
Bachelor of Business Administration (BBA), Accounting and Business/Management
Chelsea Vocational High School 1987 — 1990
High School Diploma, Computronics
Express Scripts (formerly Medco Health Solutions) August 2009 - Present
Medco April 2009 - August 2009
JPMorgan Chase January 1996 - December 2008
JPMorgan Chase January 1981 - January 1996
Chemical Bank January 1977 - January 1981
ASTRA Office Supplies January 1975 - June 1978
Skills
Project Management, SDLC, Business Analysis, Vendor Management, IT Management, Process Improvement, Outsourcing, Requirements Analysis, Team Building, SharePoint, IT Strategy, PMO, Software Development, Management, Production Support, Visio, Integration, Disaster Recovery, Agile Methodologies, SCRUM, Mainframe, Budgets, CA Clarity, Microsoft Office, Rally
Education
Pace University - Lubin School of Business 1977 — 1981
BBA, Accounting & Information Systems
Consultant at Deutsche Bank August 2013 - Present
JPMorgan Chase October 1996 - September 2010
Fred C. Gloeckner & Company June 1990 - September 1996
Skills
Charles River IMS, Operational Risk..., Risk Management, Project Management, Customer Service, MIS, Microsoft Office, Credit, Asset Management, Banking, Operational Risk
Education
Pace University - Lubin School of Business
USVS, LLC 2006 - 2011
JPMorgan Chase 2005 - 2006
Prudential Financial 1992 - 2005
Education
New York University, Stern School of Business
MBA
Pace University - Lubin School of Business
BBA
JPMorgan Chase October 2008 - Present
Castilla & Godoy Companies Inc July 2002 - February 2008
AutoZone March 2005 - December 2007
Education
Palm Beach Community College 2004 — 2005
John I. Leonard High School 2000 — 2004
High School Diploma, General Studies
JPMorgan Chase August 2013 - Present
Hoffmann Legal Design 1994 - Present
MSNBC September 1999 - October 2009
Seattle Post-Intelligencer 1985 - 1999
Education
Pacific Lutheran University 1972 — 1976
Bachelor of Fine Arts, Visual and Performing Arts
Melvin Consulting 2008 - Present
Melvin Consulting July 2014 - October 2014
JPMorgan Chase 2005 - 2008
Clients: Lehman Bros, Morgan Stanley, Refco, Banexi, Forum Capital Markets, Viva Associates. 1992 - 2005
Lazard Asset Management 1990 - 1992
London Stock Exchange (LSE), London, England 1988 - 1990
Skills
Project Management, Project Delivery, Business Analysis, Financial Analysis, MS Office Suite, Budgeting, Social & Digital Media, Writing, Editing, Blogging, Budgets, Microsoft Office, Management, Market Research, Report Writing, Business Objects, WordPress, Marketing, Training, Investments, Portfolio Management, Analysis, Risk Management, Banking, Financial Services, Fixed Income, Securities, Strategic Financial..., Hedge Funds, Equities, Financial Modeling, Capital Markets, Investment Banking, Derivatives, Mutual Funds, Wealth Management, Asset Management, Mergers & Acquisitions, Financial Risk, Valuation, Alternative Investments, Trading, Trading Systems, Due Diligence, Financial Markets, Asset Allocation, Financial Planning, Finance, Consulting
Education
University College Dublin
B.A., Economics and Political Science
Pace University-New York
Project Management Prep Course
NYSSA
Financial Studies
Kaplan Online University
CFP, Certificate of Financial Planning Candidate
San Diego County District Attorney's Office August 2014 - April 2015
San Diego City Attorney's Office June 2014 - August 2014
JPMorgan Chase May 2010 - June 2012
Law Office of Dale Wagner February 2010 - April 2010
Elger Bay Grocery June 2001 - April 2010
Skills
Westlaw, Lexis, Legal Research, Legal Writing, Oral Arguments, Trial Practice, Organization, Time Management, Close Attention to..., PowerPoint, Microsoft Office, Sales, Customer Service, LexisNexis
Education
Thomas Jefferson School of Law 2012 — 2015
Juris Doctor (J.D.), Criminal Law Fellowship, Distinguished Honor Roll
Pacific Lutheran University 2005 — 2009
Bachelor of Arts (BA), Political Science and Government, 3.20 cumulative
JPMorgan Chase & Co. August 2013 - Present
JPMorgan Chase February 2012 - August 2013
JPMorgan Chase May 2010 - February 2012
JP Morgan Chase August 1999 - May 2010
Wells Fargo 1996 - 1999
Skills
Banking, Cash Management, Treasury Management, Cash Flow, Delivering Value, Driving Efficiency, Best Practices, Creative Solutions, Portfolio Management, Data Integration
Education
Pace University - Lubin School of Business 1985 — 1989
BS, Business Administration; Management and Human Resources
Brooklyn Technical High School 1979 — 1983
Regents Diploma, Pre-Engineering
JPMorgan Chase & Co. July 2015 - Present
Moore Capital Management May 2013 - June 2015
JPMorgan Chase June 2014 - August 2014
Skills
Microsoft Office, Microsoft Word, PowerPoint, Bloomberg Terminal, Time Series Analysis, Reuters, Microsoft Excel, Unix, RMDS, Economics, Finance, Databases, Fixed Income, Bloomberg, Analysis, Market Data, Teamwork, Financial Analysis, Customer Service, Public Speaking
Education
Pace University - Lubin School of Business 2012 — 2015
Bachelor of Business Administration (BBA), Finance, 3.95
JPMorgan Chase July 2014 - Present
Wilson Elser Moskowitz Edelman & Dicker LLP October 2013 - June 2014
Cape Securities, Inc May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Invoicing, Leadership, Finance, Outlook, Data Entry, Auditing
Education
Pace University-Pleasantville/Briarcliff Campus 2010 — 2014
G4S February 2015 - Present
Palm Beach Atlantic University May 2013 - December 2014
JPMorgan Chase March 2011 - May 2013
Steinger, Iscoe, & Greene Personal Injury Lawyers April 2011 - November 2011
Massage Envy May 2010 - March 2011
Calypso Bay Waterpark June 2006 - August 2009
Skills
Marketing, Customer Service, Microsoft Excel, Customer Satisfaction, Public Speaking, Sales, Social Networking, Business Ethics, Social Media Marketing, Microsoft Word, PowerPoint, Outlook, Leadership Development, Retail Banking, Access, Administrative Work, Market Research, Physical Security, Microsoft PowerPoint, Jenzabar, New Business Development, Communication, Team Building, Security Management, Crisis Management, Public Safety, Security Operations, Business Relationship..., Customer Relations
Education
Palm Beach Atlantic University-West Palm Beach 2013 — 2014
Bachelor of Science (BS), Marketing
Palm Beach Community College 2010 — 2012
Associate of Arts (AA), General Studies
Royal Palm Beach High School
CIT January 2014 - Present
JPMorgan Chase October 2012 - December 2013
The Lasky Law Firm February 2008 - September 2012
White House Black Market January 2007 - February 2008
Skills
Visual Merchandising, Retail, Sales, Budgets, Management, Forecasting, Loans, Microsoft Excel, Financial Analysis, Customer Service, Leadership, Outlook, Time Management, Finance, Marketing, Insurance, Microsoft Office, Loan Origination, Credit Analysis, Credit, Banking
Education
University of North Florida 2006 — 2012
Bachelor of Science (B.S.), Advertising
Palm Beach Atlantic University 2005 — 2006
Satellite High School 2001 — 2005
JPMorgan Chase March 2014 - Present
Citi May 2009 - September 2013
Citi August 2006 - May 2009
Citi 2002 - 2006
Citi 2000 - 2002
Citi 1998 - 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Negotiation, Data Analysis, Invoicing, Chargebacks, Project Management, Teamwork, Team Leadership, COB, Records Management, Information Security, Banking, Financial Analysis, Internal Controls, Risk Management, Intralink
Education
Pace University - Lubin School of Business 2002 — 2006
Master of Business Administration (MBA), Finance
Pace University - Lubin School of Business 1996 — 2000
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Insperity July 2014 - Present
JPMorgan Chase June 2012 - July 2014
Chase June 2011 - May 2012
Sanders Mansion at Spring Hill Farm April 2010 - October 2010
Investco Financial Corporation December 2008 - October 2010
Skills
Event Planning, Research, Microsoft Office, Public Speaking, Event Management, Banking, Investments, Communication, Customer Service, Customer Satisfaction, Accounts Payable, Investment Strategies, Holistic Financial..., Life Insurance, Networking, Client Relations Skills, Leadership, Teamwork, Risk Management, Financial Analysis, Sales, Access, Microsoft Excel, Marketing, Management, Social Media, PowerPoint, Time Management
Education
Pacific Lutheran University 2006 — 2010
Communication, Public Relations and Adverstising
Annie Wright School 2004 — 2006
Group One Mortgage August 2014 - Present
JPMorgan Chase January 2014 - August 2014
JP Mortgage Chase Bank February 2010 - December 2013
Ocwen Financial Corporation - US April 2008 - January 2010
American Home Mortgage January 2005 - March 2008
K. Hovnanian American Mortgage January 2003 - December 2004
Skills
Banking, Credit, Loans, Mortgage Lending, Financial Services, Risk Management, Financial Analysis, Equities, Business Analysis, Credit Analysis, Customer Service, Loss Mitigation
Education
Palm Beach Community College
Karl de la Guerra, Inc September 2012 - December 2012
Bank of America/Merrill May 1999 - October 2012
SalomanSmithbarney February 1994 - May 1999
JPMorgan Chase 1993 - 1994
Skills
Retail Banking, Branch Banking, Islamic Finance, Banking, Trade Finance, Commercial Lending, Credit Analysis, Fixed Income, Core Banking, Commercial Banking, Credit, Loans, Consumer Lending, Small Business Lending, Middle Office, Back Office, Investment Banking, Securities, Wealth Management, Bonds, Financial Services, Financial Risk, Settlement, Financial Analysis, Operational Risk, AML, Operational Risk..., Relationship Management, Credit Risk, Capital Markets, Trading, Cash Management, FX Options, Portfolio Management
Education
Pace University - Lubin School of Business 1989 — 1992
Banking and Finance
American institute of banking 1988 — 1989
Associate's Degree, Banking
Mathnasium - The Math Learning Center June 2012 - Present
Assured Guaranty June 2007 - June 2012
Radian Asset Assurance November 2004 - June 2007
JPMorgan Chase April 2000 - November 2004
Jewelers Board of Trade January 1999 - April 2000
Skills
Algebra, Tutoring, Businessowners, Teaching, Leadership, Curriculum Design, Social Networking, Elementary Education, Social Media, Team Building, Marketing, Public Speaking, Entrepreneurship
Education
Pace University - Lubin School of Business 2009 — 2011
MBA, Management
State University of New York College at Buffalo 1994 — 1998
Bachelors, Finance
UBS July 2013 - Present
JPMorgan Chase July 2012 - July 2013
Sabadell Bank & Trust December 2011 - May 2012
UBS Financial Services Inc December 2010 - May 2011
Vector Marketing Co 2009 - 2010
Flint Financial Group Inc 2007 - 2008
Education
Palm Beach Atlantic University 2008 — 2012
Bachelor of Science, Finance
BNY Mellon December 2000 - Present
JPMorgan Chase 1971 - 1992
JPMorgan Chase 1971 - 1992
Skills
Business Continuity..., Professional Services, Banking, Equities, Securities
Education
Pace University - Lubin School of Business
AS, Business Administration
Teleperformance April 2012 - February 2013
Supreme Sealcoating January 2011 - April 2012
JPMorgan Chase October 2009 - December 2010
World Savings 2007 - 2007
New York Life November 2005 - September 2006
HD SUPPLY MIAMI August 2000 - January 2005
HD Supply 2000 - 2005
HD SUPPLY POMPANO August 1998 - August 2000
HD SUPPLY POMPANO May 1997 - August 1998
HD SUPPLY POMPANO June 1995 - May 1997
Skills
Series 6, Mutual Funds, Banking, Retirement, Credit, Insurance, Investments, Life Insurance, 401k, Loans, Employee Benefits, Finance, Sales, Customer Service, Human Resources, Accounts Receivable
Education
Palm Beach Community College
Certification, Insurance, Annuities
InSource, Inc. October 2014 - Present
RedVision Systems, Inc. October 2008 - October 2014
Credit Suisse February 2008 - September 2008
Citi July 2005 - January 2008
JPMorgan Chase November 2002 - July 2005
Skills
Project Coordination, Project Management, Software Project..., Information Technology, Vendor Management, SharePoint, PMP, Business Analysis, Project Planning, Project Portfolio..., Project Execution, MS Office Suite, Infrastructure..., Clarity PPM, MS Project 2013, Microsoft Office, Leadership, Team Building, Management, SDLC, Integration
Education
Pace University-New York
Bachelors, Business
Bank of New York Mellon September 2007 - Present
JPMorgan Chase January 1983 - June 2007
Skills
SDLC, Vendor Management, Application Development, Program Management, Process Improvement, Change Management, Team Building, Customer Relations, MS Project, IT Management, Outsourcing, Mergers, Strategic Planning, Requirements Analysis, Budgeting, SharePoint, Agile, PMO, Asset Management, Microsoft Office, RAD, Business Analysis, Vendor Relations, Mentoring, Problem Solving, Banking, Visio, Software Development, Business Process..., Budgets, IT Strategy, CRM, Agile Methodologies, Financial Services, Risk Management, Enterprise Architecture
Education
Pace University - Lubin School of Business 1984 — 1986
MBA, Business Management
JPMorgan Chase May 2014 - September 2014
JPMorgan Chase May 2013 - May 2014
JPMorgan Chase October 2009 - May 2013
JPMorgan Chase March 1999 - October 2009
Skills
Vendor Management, Business Development, Sales, Account Management, Six Sigma, Negotiation, Purchasing, International Sales, Logistics, Supply Chain, Transportation, Project Management, Process Improvement, Management, Internal Controls, Operations Management
Education
Pace University-Pleasantville/Briarcliff Campus 1987 — 1989
BBA, Business Marketing
JPMorgan Chase March 2010 - Present
Education
University of Phoenix 1998 — 2000
MBA
Pacific Lutheran University 1989 — 1993
BA
Shamrock Farms January 2013 - Present
World-Sourcing inc March 2001 - Present
JPMorgan Chase March 2007 - October 2008
Skills
Marketing Research -..., Customer Service..., Financial Modeling/..., Product..., Spanish language/Cross..., Database..., Logistics Management, International Logistics, Marketing, Product Development, Product Management, Strategic Planning, Direct Marketing, Pricing, Supply Chain, Logistics
Education
Pace University - Lubin School of Business 2001 — 2004
Master of Business Administration (MBA), Marketing/Marketing Management, General, 3.7
Universidad de Los Andes 1992 — 1997
JPMorgan Chase May 2013 - Present
TransPerfect September 2010 - May 2013
Corrrell Law Group September 2009 - September 2010
Hudson August 2008 - July 2009
UBS Wealth Management November 2007 - August 2008
Alschuler Grossman Stein & Kahan LLP (Now Bingham McCutchen) 2002 - 2004
Skills
Litigation Support, Document Review, Litigation, Project Management, Commercial Litigation, Relativity, Legal Discovery, Legal Writing, ESI, Legal Research, eDiscovery, Ediscovery for Mortgage...
Education
Pace University School of Law 2004 — 2007
JD
Washington University in St. Louis 1997 — 2001
BA
The Packer Collegiate Institute 1985 — 1997
Diploma
The Shrewsbury School 1995 — 1995
Term Abroad
Evercore November 2014 - Present
Evercore Partners October 2006 - November 2014
JPMorganChase November 2005 - October 2006
JPMorgan Chase September 2004 - November 2005
Deloitte & Touche September 1996 - September 2004
Skills
Sarbanes-Oxley, Accounting, Auditing, SEC Filings, Financial Reporting, Financial Analysis, Due Diligence, Internal Controls, Mergers, Financial Audits, Financial Modeling, Internal Audit, Risk Management, SEC filings, SOX 404, Sarbanes-Oxley Act, Strategic Financial...
Education
Pacific Lutheran University 1993 — 1996
BA, Acounting, Finance, Economics
All American Hospice LLC October 2011 - Present
Canadian Debt Solutions?, LLC October 2011 - January 2013
North American Debt Settlement LLC October 2008 - October 2011
Continental Financial Corporation,LLC 2006 - 2008
JPMorgan Chase June 2005 - June 2006
Citi June 2004 - June 2005
Skills
Sales Management, Sales, Call Center, Salesforce.com, Marketing Strategy, Google Analytics, Google Adwords, Contact Management, Marketing, Social Media Marketing, Microsoft Office, Office Management, QuickBooks, Account Management, Financial Reporting, Lead Generation, Finance, Forecasting, Customer Service, Microsoft Excel, Call Centers, Mortgage Lending, New Business Development, Small Business, Banking, Leadership, Business Planning, Credit, Business Strategy, Insurance, Loans
Education
Pace University - Lubin School of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance
TIAA-CREF June 2015 - Present
JPMorgan Chase October 2002 - June 2015
Pfizer, Inc May 2002 - October 2002
Columbia University February 2002 - May 2002
AIG November 1998 - September 2001
Bear Stearns January 1998 - November 1998
EMI Music February 1997 - January 1998
The Blanksteen Companies June 1990 - February 1997
Skills
Microsoft Office, Business Analysis, Variance Analysis, Accounts Payable, Management, Finance, Corporate Finance, Banking, Microsoft Excel, Microsoft Access, Essbase, Microsoft PowerPoint, Leadership, Financial Analysis, Financial Services, Financial Modeling, Access, Analysis, Asset Management, Accounting
Education
Pace University - Lubin School of Business 1990 — 1997
BBA
Tenor Capital Mgmt 2004 - Present
Putnam Lovell NBF 2000 - 2004
Bankers Trust 1992 - 2000
Deutsche Bank 1992 - 2000
Bank of America June 1991 - November 1992
JPMorgan Chase July 1987 - June 1991
Education
Garden City High
Pace University - Lubin School of Business
JPMorgan Chase January 2012 - Present
Skills
Banking, SDLC, Investment Banking, Fixed Income, Portfolio Management, Business Analysis, Risk Management, Software Project..., Vendor Management, Trading Systems, Requirements Analysis, Sybase, Equities, Financial Risk
Education
Pace University-Pleasantville/Briarcliff Campus
Citi January 2011 - Present
American International Group, Inc. Global Operations and Systems 2007 - September 2011
JPMorgan Chase 2002 - 2007
Skills
Sourcing, Professional Services, Vendor Management, Risk Management, Outsourcing, Financial Services, Program Management, Process Improvement, Portfolio Management, Change Management, Business Analysis, Strategy, Business Process..., IT Strategy, PMO
Education
Pace University School of Law 1991 — 1994
JD
Rollins College 1987 — 1991
BA, Political Science
JPMorgan Chase March 2012 - Present
MCP Consulting March 2010 - March 2012
Louis Vuitton April 2008 - March 2010
LRP Consulting August 1998 - April 2008
William M. Mercer Inc. October 1997 - August 1998
EJR 1998 - 1998
Coopers & Lybrand June 1997 - October 1997
William M. Mercer Inc. March 1994 - June 1997
Education
Pace University-Pleasantville/Briarcliff Campus 1993 — 1995
BA, Computer Science
NHI 1991 — 1993
Computer Science
Sola Videregaende Skole 1989 — 1991
JPMorgan Chase December 1990 - Present
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Business Administration and Management, General
JPMorgan Chase June 2008 - Present
JPMorgan 2008 - Present
JP Morgan Chase 2008 - Present
Bear Stearns June 2000 - June 2008
Dresdner Kleinwort July 1997 - June 2000
Smith Barney January 1994 - June 1997
DTC August 1992 - December 1993
Skills
Internal Audit, Accounting, Derivatives, Capital Markets, Risk Management, Risk Assessment, SOX, Internal Controls
Education
Pace University - Lubin School of Business 1987 — 2002
United States Army Reserve July 2014 - Present
JPMorgan Chase January 2014 - Present
New York City Police Department November 1990 - August 2014
Skills
Counterterrorism, Homeland Security, Intelligence, Counterintelligence, Intelligence Analysis, Criminal Investigations, Interrogation, Firearms, Executive Protection, Tactics, Crime Prevention, Physical Security, Private Investigations, Investigation, Law Enforcement, Police, Surveillance, HUMINT, Enforcement, National Security, Security Clearance, Criminal Justice, Security Operations, Public Safety, Security Management, Patrol, Emergency Management, Evidence, Leadership, Supervisory Skills, Force Protection, Corporate Security, Personal Protection, Protection, Risk Assessment, Management, Military, Analysis, Crisis Management, Vulnerability Assessment, Government Liaison, Joint Military..., Critical Thinking, Anti Money Laundering, Problem Solving, SAR Writing, Program Management, Team Leadership, Leadership Development
Education
Pace University - Lubin School of Business 1984 — 1989
Bachelor of Business Administration (BBA), Management Information Systems, General
Emirates June 2014 - Present
Ports America December 2013 - June 2014
Ports America April 2013 - December 2013
British Airways October 2011 - April 2013
GTIS Partners March 2011 - October 2011
JPMorgan Chase May 2008 - March 2011
PwC December 2007 - March 2008
Geller & Company June 2007 - December 2007
Skills
Financial Modeling, Bloomberg, Financial Analysis, Financial Reporting, Financial Accounting, Sales Forecasting, Budget Management, Budget Analysis, Budget Development, Capital Projects, Financial Management, Contract Negotiation, Revenue Modeling, Cost Reduction, Cost Analysis, Cost Management, Negotiation, Deal Structuring, Joint Ventures, Forecasting, Budgets, Mentoring, General Ledger, Account Reconciliation, Accounting, Managerial Finance, Cost Benefit, Variance Analysis, Tax, Strategy, Business Planning, Strategic Financial..., Financial Forecasting, Leadership, Management, Operations Management, Corporate Finance, Project Management, Strategic Planning, Due Diligence, Sarbanes-Oxley Act, Outsourcing, Mergers & Acquisitions, Financial Planning
Education
Pace University - Lubin School of Business
MBA
Pace University - Lubin School of Business
BBA, Accounting
Minisink Valley High School 2001 — 2005
High School
JPMorgan Chase September 2005 - Present
Summit Bank 1991 - 2001
First National Bank of Central Jersey 1987 - 1990
Chase Manhattan 1985 - 1987
Skills
Retail Banking, Banking, Portfolio Management, Credit, Product Management, Financial Services, Consumer Lending, Credit Risk, Credit Cards, Loans, Financial Risk, Commercial Banking, Underwriting, Risk Management, Loan Origination
Education
Pace University - Lubin School of Business 1979 — 1984
MBA, Financial Management
Rutgers University-New Brunswick
Arxscan January 2008 - Present
RPI January 1999 - Present
JPMorgan Chase April 2001 - December 2011
D&N Management June 1997 - April 2001
W. R. GRACE & CO July 1994 - June 1997
W. R. GRACE & CO April 1992 - July 1994
W. R. GRACE & CO. January 1991 - April 1992
Merrill Lynch March 1989 - December 1990
Dun and Bradstreet (ERISCO) April 1988 - March 1989
Dun and Bradstreet (ERISCO) August 1985 - April 1988
Skills
SDLC, Resource Management, Budget, Software Documentation, Business Process, Testing, Vendor Management, Project Management, Business Analysis, Business Process..., Relationship Management, Process Improvement, Analysis, Integration, Banking, Financial Services, Management, Project Delivery, Quality Assurance, PMO, Human Resources, Budgets, Strategy, Business Requirements, Requirements Gathering, Leadership, Finance, Mergers & Acquisitions, Consulting
Education
Pace University - Lubin School of Business 1977 — 1981
Accounting/Finance
American Express September 2014 - Present
Thomson Reuters March 2012 - Present
JPMorgan Chase March 2006 - February 2012
Education
Pace University - Lubin School of Business
Finance
JPMorgan Chase
Skills
Banking, Risk Management, Microsoft Office, Management, Credit, Business Analysis, Analysis, Portfolio Management
Education
Pace University - Lubin School of Business
Bachelor's Degree, Finance, General
FXall September 2008 - Present
JPMorgan Chase March 2008 - September 2008
i-flex solutions 2004 - 2008
Accenture Technology Solutions March 2003 - April 2004
MoTech Software September 2000 - February 2003
Skills
SDLC
Education
Padmashree Dr D. Y. Patil Vidyapeeth 1996 — 2000
Bachelor of Engineering (BE)
OLPS
JPMorgan Chase April 1990 - Present
Drexel Burnham Lambert May 1987 - February 1990
Brooklyn Union Gas Co May 1986 - April 1987
Skills
Fixed Income, Capital Markets, Training, Management, Portfolio Management, Sales, Corporate Finance, Securities, Finance, Private Equity, Commercial Banking, Escrow, Derivatives, Banking, Equities, Securitization, Financial Services, Sourcing, Mergers & Acquisitions, Hedge Funds, Asset Management, Relationship Management, Strategy, Financial Markets, Investment Banking, Investments, Structured Finance, Bonds, Mutual Funds
Education
Pace University - Lubin School of Business 1982 — 1986
BBA, Finance
JPMorgan Chase VP, SPG FinanceJP Morgan Chase2005 - Present
JPMorgan Securities Inc 2005 - Present
JPMorganChase 2005 - Present
Credit Suisse 2000 - 2005
Credit Suisse First Boston 1999 - 2005
JP Morgan 1996 - 1999
Merrill Lynch 1994 - 1996
Lehman Brothers 1990 - 1994
Education
Pace University-Pleasantville/Briarcliff Campus 1986 — 1990
jpmchase October 2006 - Present
JPMorgan Chase 2001 - 2004
CSC July 1997 - March 2003
Skills
SDLC, Vendor Management, PMO, Project Management, Business Analysis, Program Management, PMP, IT Strategy, Project Portfolio..., IT Management, Information Technology, Regulatory Requirements, Compliance, Disaster Recovery, Risk Management, ITIL, Governance, IT Service Management, Service Delivery, Project Delivery
Education
Pace University - Lubin School of Business 1995 — 1998
Dnipropetrovsky Institute of Civil and industrial Engineering 1985 — 1990
masters, Civil and industrial Engineering
Executive Appraisals of NY 2002 - January 2008
JPMorgan Chase 1998 - 2002
Education
Immaculata High School 1979 — 1983
Pace University - Lubin School of Business
JPMorgan Chase August 1995 - Present
Skills
SDLC, Business Intelligence, Business Analysis, Data Warehousing, JavaScript
Education
Pace University - Lubin School of Business 1997 — 2000
MBA, Financial Management
New York University - Leonard N. Stern School of Business 1993 — 1995
BS, Information Systems
JPMorgan Chase March 2009 - Present
Deloitte August 2007 - March 2009
RSM McGladrey December 2006 - August 2007
Skills
Accounting, Tax, Income Tax, Compliance, Tax Returns, Auditing, Hedge Funds, Private Equity, General Ledger, Account Reconciliation, Financial Reporting, Financial Services, QuickBooks, CPA, Financial Analysis, High Net Worth...
Education
Pace University - Lubin School of Business 2010 — 2011
MS, Taxation
Touro College 1994 — 1997
Bachelor of Science, Accounting
iAdvise Partners August 2015 - Present
Golden Seeds LLC January 2009 - Present
JPMorgan Chase January 1994 - July 2011
Santander October 1987 - December 1993
BNP Paribas July 1984 - October 1987
Skills
Investments, Corporate Finance, Spanish, Capital Markets, Alternative Investments, Portfolio Management, Equities, Asset Management, Investment Banking, Private Equity, Mutual Funds, Angel Investing, Venture Capital, Investment Strategies, Hedge Funds, Financial Modeling, Asset Allocation, Investor Relations, Real Estate
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Pace University - Lubin School of Business
MBA, Corporate Finance
Western Michigan University - Haworth College of Business
BBA, Finance, Communications
JPMorgan Chase June 1972 - May 2008
Education
Pace University - Lubin School of Business
BBA, Managerial Accounting and Finance
JPMorgan Chase systems analyst/computer programmerJP Morgan Private Bank1993 - Present
Education
Pace University - Lubin School of Business 1978 — 1982
Starfuels July 2012 - Present
JPMorgan Chase January 2011 - July 2012
SunTrust Bank January 2008 - January 2011
BankAtlantic October 2003 - December 2007
Skills
Investment Banking, Loans, Banking, Portfolio Management, Commodity Pricing, Ethanol, Renewable Fuels, Renewable Energy Credits, Credit Analysis, Commercial Banking, Retail Banking, Credit, Real Estate, Customer Service, Energy, Management, Risk Management, Financial Modeling, Trading, Investments, Finance, Negotiation, Strategic Planning, Biofuels, Commodity Markets, Commodity, Hedging, Business Strategy
Education
University of Central Florida - College of Business Administration 2007 — 2010
Finance, Real Estate & Commercial Bank Management
Palm Beach Community College 2004 — 2006
Associate of Arts, Business
Aesthetic Medicine June 2013 - Present
LMC, Inc March 2011 - March 2013
Kassay Family Medicine November 2011 - February 2012
Avon September 2009 - September 2011
JPMorgan Chase December 2002 - February 2011
Skills
Customer Service, Microsoft Excel, Microsoft Word, Data Entry, Sales, Outlook, Healthcare, Telephone Skills, Training, Retail, Cpr Certified, Inventory Management, Banking, PowerPoint
Education
Concorde Career College 2011 — 2012
Dipolma, Medical Assisting
Pacific University 2004 — 2008
Bachelor of Science, Biology
JPMorgan Chase January 1997 - Present
Bank of New York Mellon April 1990 - January 1997
Education
Pace University - Lubin School of Business 1983 — 1987
MBA, Finance
Pace University - Lubin School of Business
BBA, Finance
Archbishop Molloy HS 1978 — 1982
SJA
New York State July 2008 - Present
JPMorgan Chase 1986 - 2007
Finlay Fine Jewelry 1982 - 1986
Skills
Program Management, Information Technology, IT Audit, Risk Management, Disaster Recovery, Business Continuity, Governance, Operational Risk, Vendor Management, IT Management, PMO, Banking, IT Strategy, SDLC, Management, Process Improvement, Business Process..., Financial Services, Project Portfolio..., Project Management, Security, Financial Risk, Information Security..., PMP
Education
Pace University - Lubin School of Business
BBA, General Business
Gordon Brothers Group January 2012 - Present
Gordon Brothers Group October 2008 - January 2012
Gordon Brothers Group January 2007 - October 2008
The First Church of Christ, Scientist June 2004 - December 2006
The Sager Family Foundation September 2003 - June 2004
JPMorgan Chase August 2000 - April 2003
Skills
Analysis, Financial Analysis, Business Analysis
Education
Pace University - Lubin School of Business 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General
NC State University April 2009 - Present
JPMorgan Chase April 2007 - November 2010
Merck April 2004 - March 2007
Honeywell October 1999 - April 2004
Bear Stearns January 1997 - October 1999
Bellcore 1985 - 1994
Education
Pace University - Lubin School of Business 1980 — 1984
MBA, Finance
University at Albany, SUNY 1975 — 1979
BS, Business
JPMorgan Chase December 2009 - Present
JPMorgan Chase 2009 - 2010
Nationwide Home Relief, LLC October 2008 - August 2009
Wachovia Bank January 2004 - August 2008
Wachovia 2003 - 2008
World Savings 2003 - 2008
wachovia 2003 - 2008
World Savings Bank 2003 - 2008
Skills
Loss Mitigation, Mortgage Lending, Loans, Refinance, Banking, Funding, Software Documentation, Mortgage Banking
Education
Palm Beach Community College
Business
Pace University 2002 - Present
Barnes & Noble 2002 - 2008
JPMorgan Chase June 1972 - June 1997
Skills
E-commerce, Social Media, Strategic Planning, Social Media Marketing, Digital Marketing
Education
Pace University - Lubin School of Business 1977 — 1981
BBA, Finance & Marketing
JPMorgan Chase December 1994 - May 2015
Skills
Microsoft Office, SDLC, ALM, HP Quality Center, Requirements Analysis, Project Management, Business Analysis, Process Improvement
Education
Long Island University, Brooklyn Campus
Associate's degree, Business Administration and Management, General
Pace University - Lubin School of Business
Business Administration and Management, General
Waldwick Schools 2004 - Present
JPMorgan Chase 1990 - 1995
Merrill Lynch 1985 - 1990
Skills
Teaching, Microsoft Office, Microsoft Word, Access, Microsoft Excel, Public Speaking, Presentations, Smartboard, SQL
Education
Pace University - Lubin School of Business 1981 — 1985
Bachelor of Business Administration (BBA), Management Information Systems, General
CarePoint Health System January 2015 - Present
Hoboken UMC April 2013 - December 2014
Hoboken UMC October 2012 - March 2013
Rabin Martin October 2012 - October 2012
Direct Edge March 2012 - August 2012
Arch Insurance Group September 2011 - October 2011
JPMorgan Chase July 2011 - August 2011
Vault.com July 2008 - December 2008
ML Rogers Agency June 2008 - July 2008
Skills
Accounts Payable, Financial Accounting, Internal Audit, Finance, Tax Preparation, Account Reconciliation, Reconciliations, Excel, QuickBooks, Great Plains Software, Peachtree, Word, PowerPoint, Crystal Reports, Outlook, Microsoft Excel, Accounting
Education
Pace University - Lubin School of Business 2010 — 2012
Master's of Science
Fairleigh Dickinson University-Metropolitan Campus 2005 — 2009
Bachelor's of Science
New York University May 2010 - Present
JPMorgan Chase February 2007 - June 2009
JPMorgan Chase 2007 - 2009
jpmorganchase 1996 - 2009
JPMorgan Chase 2002 - 2006
JPMorgan Chase 1996 - 2006
Chase 1996 - 2006
Chase Manhattan Bank 1996 - 2006
Bankers Trust 1993 - 1995
Skills
Project Management, PMP, Business Process..., Root Cause Analysis, Systems Management, Program Management, Change Management, IT Strategy, ITIL, Business Analysis, Project Planning, Software Project..., Leadership, SDLC, Strategy, CRM, Requirements Analysis, Visio, Needs Analysis, PMO, Vendor Management, Incident Management, Process Improvement, Risk Management, IT Management
Education
Pace University-Pleasantville/Briarcliff Campus 1984 — 1987
BS, Computer Science
Banco Bilbao Vizcaya Argentaria Short Term Funding TraderBBVA New York1998 - Present
JPMorgan Chase 1992 - 1998
Education
Pace University - Lubin School of Business
JPMorgan Chase 1986 - 2008
Education
Pace University - Lubin School of Business 1986 — 1990
BBA, Business Administration
Wells Fargo Home Mortgage March 2012 - June 2012
Wells Fargo Home Mortgage May 2010 - June 2012
JPMorgan Chase August 2009 - May 2010
Municipal Credit Union September 2008 - May 2009
First Fidelity Mortgage Group April 2008 - August 2008
Countrywide Home Loans March 2007 - September 2007
Countrywide Home Loans March 2006 - March 2007
Countrywide Home Loans June 2005 - March 2007
ARGENT MORTGAGE COMPANY May 2004 - June 2005
Pace University November 2001 - April 2004
Education
Pace University-Pleasantville/Briarcliff Campus 1998 — 2003
BBA, BUSINESS MANAGEMENT
JPMorgan Chase March 2013 - Present
KPMG China September 2010 - March 2012
Barclays Capital March 2004 - August 2010
Deloitte August 2002 - March 2004
WeiserMazars LLP June 1999 - July 2002
Skills
Internal Audit, Enterprise Risk..., Internal Controls, Operational Risk, Auditing, Financial Analysis, Financial Services, Financial Accounting, Risk Management, Sarbanes-Oxley Act, Operational Risk..., Investment Banking, CPA, AML, Risk Assessment
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Accounting
Fidelity Private Wealth Management March 2015 - Present
Fidelity Investments October 2006 - March 2015
JPMorgan Chase February 2003 - October 2006
Skills
Excel, Word, Series 7, Financial Planning, Retirement Planning, Investments, Series 63, Customer Relations, Wealth Management
Education
Pace University - Lubin School of Business 1992 — 1994
Bachelors, Finance
Jack Henry & Associates, via MySource Consulting May 2012 - Present
Wells Fargo via Apex Systems, Inc January 2011 - March 2012
JPMorgan Chase 2008 - 2009
Washington Mutual, Inc. 1993 - 2008
FDSI 1992 - 1993
Puget Sound Bank 1989 - 1992
Security Pacific Bank 1984 - 1989
California Federal Savings 1982 - 1984
Skills
Fileaid, Easytrieve, JCL, COBOL, CICS, VSAM, IBM Utilities, DB2, REXX, IMS DB/DC, File Maker, Assembler, Roscoe, Access, BMC Remedy
Education
Control Data Institute 1986 — 1987
Computer Science
Pacific Lutheran University 1980 — 1981
Fort Steilacoom Community College 1978 — 1980
Franklin Pierce High School 1975 — 1978
JPMorgan Chase March 2013 - Present
JPMorgan Chase September 2011 - March 2013
JPMorgan Chase August 2009 - September 2011
AIG May 2009 - August 2009
JPMorgan Chase October 2008 - May 2009
JPMorgan Chase October 2005 - October 2008
American Land Services May 2003 - October 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Zipply Plus, CLOSR, NYS Notary Public, Loans, Mortgage Lending, Underwriting, Mortgage Banking, Credit Analysis, Consumer Lending, Credit Risk, Credit, Banking, Financial Risk, Relationship Management, Team Leadership, Residential Mortgages, Financial Services, Customer Satisfaction, Analysis, Outlook, Loan Origination, Risk Management, Customer Service, Mortgage Underwriting, Access, Data Analysis, Process Improvement, Financial Analysis, Recruiting, Forecasting
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 2002
Bachelor of Business Administration (BBA), Business Management
Pace University - Lubin School of Business 1997 — 1998
Business Management
Kimco Realty Corporation April 2001 - Present
The Scotts Miracle-Gro Company January 1994 - March 2001
JPMorgan Chase January 1972 - November 1985
Skills
Office Management
Education
Eastern Ontario Insitute of Technology
Accounting
Pace University-New York
Principles and Practices of Real Estae
NYU
Marketing
Deutsche Bank April 2013 - Present
The Bank of New York Mellon August 2003 - April 2013
JPMorgan Chase January 1998 - August 2003
The Bank of New York Mellon May 1992 - January 1998
Skills
Fixed Income, Capital Markets, Corporate Trust, Risk Management, Equities, Securities, Alternative Investments, Bonds, Derivatives, Financial Services, Hedge Funds, Investment Banking, Investments
Education
Pace University - Lubin School of Business 1996 — 1998
Financial Management
Rutgers University-New Brunswick 1987 — 1991
B.A., Economics
Morgan Stanley August 2014 - Present
Morgan Stanley June 2011 - Present
JPMorgan Chase June 2010 - June 2011
UBS January 2010 - May 2010
Skills
Connecticut Public..., Microsoft Word, Excel, PowerPoint, Internet Savvy, Financial Analysis, Investor Relations, Hedge Funds, Microsoft Excel, Fixed Income, Investments, Alternative Investments, Finance, Capital Markets, Equities, Financial Modeling, Bloomberg, Bloomberg Terminal
Education
Quinnipiac University - School of Business 2013 — 2015
MBA, International Business
Pace University - Lubin School of Business
B.B.A, Finance
JPMorgan Chase analystCitibank1983 - 1986
Education
Pace University - Lubin School of Business 1977 — 1979
BNY Mellon March 2005 - Present
JPMorgan Chase 1991 - 2005
Skills
Equities, Financial Services, Securities
Education
Pace University - Lubin School of Business 1982 — 1986
Bachelor of Business Administration (BBA), Finance, General
JPMorgan Chase & Co. December 2014 - Present
Bank of America January 2014 - December 2014
JPMorgan Chase July 2013 - August 2013
DF King September 2012 - May 2013
Wells Fargo fka Wachovia Bank fka First Union Bank October 1996 - June 2010
First Union Bank fka First Fidelity Bank September 1994 - October 1996
The Chase Manhattan Bank, N.A January 1992 - September 1994
Skills
Microsoft Excel, Microsoft Word, Credit, Banking, Management, Accounting
Education
Wachochia Leadership Development Program 2008 — 2009
Pace University - Lubin School of Business 1987 — 1991
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Levittown School District TeacherLevittown School DistrictSeptember 2003 - Present
Teacher June 2000 - June 2003
Garban LLC June 1996 - August 1999
JPMorgan Chase July 1993 - June 1996
Bankers Trust/Daiwa Securities/Smith Barney November 1987 - June 1993
Education
Pace University-Pleasantville/Briarcliff Campus 1983 — 1987
BBA
Queens College
MS
JPMorgan Chase June 2010 - Present
RBS Sempra Commodities 2008 - 2010
KPMG 1982 - 1988
Skills
Commodities, Commodity Risk..., Equity Derivatives, Equities, Derivatives, Commodity, Trading, Hedging, Options, Trading Systems, Commodity Markets, Market Risk, Middle Office, Risk Management
Education
Pace University-Pleasantville/Briarcliff Campus 1978 — 1982
Bachelor of Applied Science (B.A.Sc.), Accounting
JPMorgan Chase June 2014 - Present
Cortview Capital Holdings Inc June 2010 - June 2014
Pierpont Securities 2010 - 2014
Pierpont Securities 2010 - 2014
Education
Pace University-Pleasantville/Briarcliff Campus 1993 — 1997
BBA, Business Administration
Alameda Transportation October 2011 - Present
Isha beauty August 2009 - Present
Alameda Thread April 2009 - Present
JPMorgan Chase September 2010 - November 2013
Wells Fargo Bank January 2005 - October 2010
Wells Fargo October 2004 - January 2005
Education
Pacific Union College 2001 — 2003
LMCD, Business Adm
himalaya vidya mandir
JPMorgan Chase July 2011 - Present
City of Findlay January 1996 - December 2011
Skills
Government, Public Speaking, Non-profits, Policy, Public Policy, Fundraising, Strategic Planning, Economic Development, Community Outreach, Public Relations, Zoning, Policy Analysis, Budgets, Event Planning, Politics, Customer Service, Legislative Relations, Research, Legislation, Leadership, Nonprofits
Education
Pace University-New York
Bachelor of Business Administration (BBA), Specialized Sales, Merchandising and Marketing Operations
Ivory Capital March 2013 - Present
PwC October 2009 - March 2013
JPMorgan Chase February 2007 - August 2009
Education
Pace University - Lubin School of Business 2004 — 2009
BBA/MBA Public Accounting, Accounting
JPMorgan Chase April 2001 - March 2011
Chase Bank February 1994 - December 1999
Dreyfus May 1992 - April 1994
Skills
Banking, Wealth Management, Risk Management, Fixed Income, Finance, Bloomberg, Asset Management, Derivatives, Customer Service, Microsoft Excel, Trading, Hedge Funds, Corporate Finance, Accounting, Microsoft Office, Investment Banking, Financial Reporting, Auditing, Management, Financial Risk
Education
Pace University - Lubin School of Business
Bachelor's degree, Accounting and Business/Management
JPMorgan Chase September 2011 - Present
Morgan Stanley November 2009 - September 2011
Ernst & Young September 2006 - November 2009
Skills
Financial Reporting, US GAAP, Financial Analysis, Sarbanes-Oxley Act, External Audit, SEC filings, Financial Statements, Auditing, Finance, Internal Controls, Risk Management, SEC Filings
Education
Pace University - Lubin School of Business 2002 — 2006
BBA, Public Accounting
AboveNet Communications Inc. November 2007 - Present
Advantage Human Resourcing Inc May 2006 - September 2007
JPMorgan Chase February 2005 - September 2005
Westfair Business Publications September 2003 - October 2004
Securities Industry Financial Markets Association November 1993 - August 2002
American Forest & Paper Association July 1988 - July 1993
PwC April 1982 - May 1988
Education
Pace University-New York 1978 — 1982
Bachelor of Business Administration (BBA), Accounting
JPMorgan Chase May 2012 - Present
UBS Financial Services Inc. August 2010 - May 2012
Morgan Stanley Smith Barney September 1984 - August 2010
Prudential Bache Securities June 1982 - September 1984
Education
Pace University-New York 1978 — 1982
Bachelor of Business Administration (BBA), Business Administration and Management, General
Kareo February 2011 - Present
Corbin & Wertz, LLP June 1998 - January 2001
JPMorgan Chase June 1987 - December 1997
Skills
Certified Public..., Formerly a Series 7..., Formerly a Series 27..., Banking, Securities, Internal Controls, Internal Audit
Education
Pace University-New York
Bachelor of Science (BS), Accounting & Information Systems
JPMorgan Chase January 2009 - Present
Skills
New Business Development, Sales, Marketing Strategy, Strategic Planning, Strategic Partnerships, Competitive Analysis, Management, Account Management, Sales Management, Marketing, Social Media Marketing, Salesforce.com, Entrepreneurship, Negotiation, Team Building, Leadership, Customer Service, Business Development, Public Speaking, Process Improvement
Education
Pace University - Lubin School of Business
Westlake Financial Services November 2011 - Present
JPMorgan Chase February 2002 - August 2007
AIG SunAmerica November 1995 - December 2001
Education
Pacific Lutheran University 1990 — 1993
Bachelor of Science (BS), English Language and Literature, General
JPMorgan Chase August 2014 - Present
Northwestern Mutual January 2013 - June 2013
Skills
Retirement Planning, Financial Planning
Education
Pace University-Pleasantville/Briarcliff Campus 2008 — 2012
Bachelor's degree, Finance, Economics
JPMorgan Chase May 2013 - Present
Bank of America Merrill Lynch January 2012 - March 2013
Bank of America Merrill Lynch June 2004 - December 2011
Goldman Sachs March 2002 - June 2004
Prudential Securities September 1997 - March 2002
Self Employed April 1997 - August 1997
Arthur Andersen LLP September 1993 - April 1997
Skills
Prime Brokerage, Series 7, Trading, Equities, Financial Services, Derivatives, Alternative Investments, Options, Electronic Trading, Middle Office, Hedge Funds, Relationship Management, Swaps, Investment Banking, Fixed Income, Equity Derivatives, Asset Management, Capital Markets, Securities, Trading Systems, Series 63, Client Services, Bloomberg, Mutual Funds, FX Options, Bonds, Financial Markets, Structured Products, Equity Trading, Securities Lending, FINRA, Credit Derivatives, Series 24, Fund Of Funds, Market Data
Education
Baruch College 2000 — 2001
Master of Business Administration (MBA), Finance and Investments
Pace University - Lubin School of Business 1989 — 1993
Bachelor of Business Administration (BBA), Public Accounting
Interactive Brokers July 2013 - Present
JPMorgan Chase July 2009 - June 2013
Skills
C++, Java, Linux, Eclipse, C#, Subversion, HTML, PHP, Android Development, Unix Shell Scripting, Servers, Testing, Architecture, Data Warehousing, Architectures
Education
Pace University-Pleasantville/Briarcliff Campus 2005 — 2009
Bachelor of Science (B.S.), Computer Science