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
Bank of America April 2015 - Present
Bank of America June 2013 - Present
Cummins Inc. January 2013 - May 2013
JPMorgan Chase June 2012 - August 2012
UNIVERSITY OF SOUTH CAROLINA NAVAL ROTC January 2012 - March 2012
UNIVERSITY OF SOUTH CAROLINA NAVAL ROTC August 2011 - December 2011
AVON KEMPO AND AIKIDO ACADEMY January 2008 - January 2011
Skills
Process Improvement, Microsoft Excel, PowerPoint, Financial Analysis, Data Analysis, Microsoft Word, Microsoft Office, Mandarin, Chinese, Valuation, Public Speaking, Teamwork, Lean Operations, Six Sigma, Supply Chain Management, Access, Management
Education
MOORE SCHOOL OF BUSINESS, University of South Carolina 2009 — 2013
Bachelor of Science, Business Administration; Global Supply Chain and Operations Management, International Business
Shanghai University of Finance and Economics 2011 — 2011
International Business
JP Morgan Private Bank August 2009 - Present
JPMorgan Chase March 2006 - August 2009
Skills
Series 7, Series 63, Private Banking, Sales, Relationship Management, Consumer Lending, Financial Analysis, Financial Planning, Investments, Customer Service, Problem Solving, Team Building
Education
Sewanee-The University of the South 2001 — 2005
B.A, Philosophy
Navigant October 2014 - Present
JPMorgan Chase November 2013 - October 2014
Navigant May 2013 - November 2013
Council on Hemispheric Affairs September 2012 - January 2013
Skills
Microsoft Office, International Relations, PowerPoint, Social Media, AML, Research, Analysis, Policy Analysis, Public Speaking, Leadership, Microsoft Word, Microsoft Excel, Foreign Policy, Customer Service, Spanish, Windows, Teamwork, Investigation, Diplomacy, Political Science, Website Updating, Anti Money Laundering
Education
Seton Hall University 2011 — 2014
Master's degree, International Relations and Affairs
Seton Hall University 2007 — 2011
Bachelor's degree, Criminal Justice/Psychology
JPMorgan Chase June 2013 - Present
Honda of Freehold January 2012 - June 2013
Skills
Typing, Technical Writing, Editing, Blogging, Proofreading, Website Management, Press Releases, Styling, Creative Writing, Customer Service, Training, Microsoft Office, PowerPoint, Microsoft Word, Time Management, Leadership, Marketing, Team Building
Education
Seton Hall University 2007 — 2011
Bachelor of Arts, English
Signature Bank January 2015 - Present
JPMorgan Chase July 2008 - April 2014
Skills
Management, Business Development, Leadership, Banking, Customer Service, Risk Management, Research
Education
Seton Hall University 2002 — 2006
Bachelor of Science (BS), Business Administration and Management
JPMorgan Chase & Co. December 2014 - Present
JPMorgan Chase April 2012 - December 2014
JP Morgan Chase October 2010 - April 2012
American Express June 2007 - October 2010
American Express April 2006 - June 2007
Skills
SAS/SQL, CART/Knowledge Seeker, Pivot Tables, SAS, Risk, Credit Risk, Statistics, Optimization, Data Analysis, Financial Analysis, Risk Management, Portfolio Management, Analysis, Credit, Analytics, Financial Modeling, Mandarin, Excel, Strategic Planning, Marketing Strategy, SQL, Forecasting, Microsoft Office, Market Risk, Modeling, Financial Risk, Finance, SAS programming, Credit Cards, Banking, Strategy, Business Analysis, Data Mining, Management, Segmentation, Leadership
Education
Univ of Pittsburgh 2001 — 2006
PhD, IE-Operations Research
Shanghai Jiao Tong University 1998 — 2001
Master, Management Science And Engineering
JPMorgan Chase October 2011 - Present
JPMorgan Chase 2011 - 2013
Skills
Financial Services..., Analysis, Banking, Financial Services, Loans, Mortgage Lending
Education
Shaw University 2007 — 2011
Bachelor of Science (B.S.), Accounting and Business/Management
HomeStreet Bank September 2015 - Present
zulily December 2014 - May 2015
JPMorgan Chase June 2011 - December 2014
Seattle Bank June 2010 - January 2011
Independent Communications/Marketing Consultant July 2008 - June 2010
Washington Mutual January 2006 - July 2008
Alaska Airlines April 2004 - January 2006
Bank of America May 2001 - April 2004
University of Missouri May 2000 - May 2001
Skills
Strategy, Marketing Communications, Public Relations, Enterprise Software, Project Planning, Strategic Communications, Internal Communications, Corporate Communications, Crisis Communications, Communication Training, Communications Planning, Media Relations
Education
Seton Hall University 2007 — 2009
Master's
University of Missouri-Columbia 1997 — 2001
Bachelor's
Randolph High School 1995 — 1997
Diploma
- 2015 - Present
Prestige Corp 2014 - 2015
Nice-Pak Products, Inc. May 2007 - December 2011
- October 1994 - April 2007
Chock Full o'Nuts 1993 - 1994
Volta International 1992 - 1993
Schiff Nutrition International 1988 - 1991
Todd Shipyards 1987 - 1988
Raia Industries 1984 - 1985
JPMorgan Chase 1981 - 1984
Skills
Financial Accounting, Variance Analysis, Budgets, Financial Reporting, General Ledger, Ad Hoc Reporting, P&L Forecasting, P&L Analysis, Microsoft Excel, SAP, Oracle, Lawson, GAAP, Fixed Assets, Revenue Recognition, Forecasting, Capital Projects, Account Reconciliation, Accounting, Cash Management, Access, Multi-national..., Foreign Exchange, Auditing, Training, Process Improvement, Analysis, Finance, ERP, JD Edwards, Treasury, Cash Flow Forecasting, Software Implementation, Year-end Close, Payroll, Financial Analysis, Depreciation, BPCS, SQL, Payroll Taxes, Financial Systems, SaaS, Expense Allocation, Banking Relationships, Staff Development, System Conversion, Year End Close, Month End Close, Knowledge Sharing, Accounting System...
Education
Seton Hall University 1995 — 1997
Accounting
Fairleigh Dickinson University-Metropolitan Campus
MBA, Finance
Fairleigh Dickinson University-Metropolitan Campus 1973 — 1977
BS, Management
Stevens Institute of Technology 1972 — 1973
Chemistry
JPMorgan Chase August 2012 - Present
INKAS® Finance Corp. December 2005 - November 2012
Skills
Debit Cards, Sales Management, Microsoft Excel, Payment Card Processing, Microsoft Office, Credit Cards, Sales, Team Leadership, Management, POS, Payments, Banking, Business Analysis, Credit, Transaction Processing, Electronic Payments, Microsoft Word, Mobile Payments, E-payments, Financial Services, Merchant Services, Cross Selling, Customer Retention, Leadership, Customer Service, Team Building, Relationship Management, Executive Management, Payment Systems, Payment Cards
Education
Seneca College of Applied Arts and Technology 2007 — 2009
Compture Networking
ferndale high school 1998 — 2000
JPMorgan Chase Personal Banker/ Manager on DutyJPMorgan ChaseJune 2005 - Present
Skills
Banking, Loans, Customer Service
Education
Seminole State College of Florida 2011 — 2015
Bachelor of Business Information Systems, Business/Commerce, General
JPMorgan Chase March 2014 - Present
Patton Boggs LLP October 2006 - March 2014
Skills
Litigation, Legal Research, Commercial Litigation, Appeals, Civil Litigation, Class Actions, Arbitration
Education
Seton Hall University School of Law 2002 — 2005
JD
Wellesley College 1998 — 2002
BA, English
JPMorgan Chase May 2014 - Present
JPMorgan Chase & Co. August 2010 - November 2012
JPMorgan Chase & Co. April 2008 - August 2010
JP Morgan Chase July 2001 - April 2008
Deutsche Bank October 1997 - June 2001
KPMG September 1994 - October 1997
Skills
Internal Audit, Auditing, Internal Controls, Risk Management, Financial Risk, Operational Risk..., Operational Risk, Financial Services, AML, Series 7
Education
Seton Hall University 1997 — 2003
MBA, Finance
The University of Connecticut School of Business 1990 — 1994
Bachelor of Science, Accounting
JPMorgan Chase August 2003 - Present
AOL August 2002 - August 2003
TELUS September 1998 - December 2001
Skills
Coaching, Management, Training, Banking, Call Centers, Sales, Quality Assurance, Adult Education, CRM, Time Management, Employee Training, E-Learning, Leadership, Performance Management, Software Documentation, Customer Service, Mortgage Banking, Loan Origination, Credit
Education
The Ohio State University 1992 — 1997
Bachelor's degree, French and Spanish
Seneca College of Applied Arts and Technology
Adult Education Certification, Adult and Continuing Education and Teaching
Professional Search Network September 2015 - Present
Army National Guard December 2013 - Present
JBCPlatform February 2015 - May 2015
The Atlantic Group November 2013 - February 2015
JPMorgan Chase June 2013 - November 2013
Forrest Solutions Group September 2011 - June 2013
Seton Hall University July 2008 - September 2011
Skills
Web Design, Website Development, Web Analytics, Mobile Applications, Web Applications, Business Strategy, New Business Development, Business Intelligence, Business Process..., Business Process, Software Project..., Software Quality..., Software Engineering, Software Design, Hyperion Planning, Hyperion Interactive..., Hyperion Performance..., Hyperion Enterprise, Technical Recruiting, Sourcing, Management, Analysis, Sales, Recruiting, Finance, Public Speaking, Consulting, Social Networking, Leadership, Entrepreneurship, Business Development, CRM, Market Research, Coaching, Talent Management, Resume Writing, Training, Networking, College Recruiting, Sales Process, Human Resources, Applicant Tracking..., Talent Acquisition, Temporary Placement
Education
Seton Hall University 2009 — 2011
M.A., Strategic Communication and Leadership
Seton Hall University 2004 — 2008
B.A., Psychology
Toastmasters International Inc. 2010 — 2012
Public Speaking
JPMorgan Chase March 2010 - Present
JPMorgan Chase March 2010 - Present
Leon's Furniture October 1992 - February 2010
Shopsy food Div of TJ Lipton March 1982 - August 1992
Skills
Financial Accounting, Customer Service, Microsoft Office, Microsoft Word, Accounts Payable, Accounting
Education
Nite Classes for Certified General Accountant Canada 1979 — 1982
Accounting, Accounting and Finance
Seneca College of Applied Arts and Technology 1975 — 1978
Diploma in Accounting & Finance, Accounting and Finance
Farmers Insurance July 2014 - Present
JPMorgan Chase June 2010 - Present
Convergys September 2005 - June 2010
Skills
Call Centers, Customer Satisfaction, Customer Experience, Customer Service, Data Entry, Customer Retention, Technical Support, Outlook, Customer Support, Microsoft Excel, Troubleshooting, Microsoft Office, Access, Telephone Skills, Training
Education
City College 2013 — 2015
Associate's degree, Paralegal
Seminole Community College 2012 — 2012
Associate's degree, Law
JPMorgan Chase September 2007 - October 2012
Sweet Tomatoes/Garden Fresh Corp January 2003 - August 2007
Skills
Customer Service, Outlook, Microsoft Excel, PowerPoint, Access, Time Management, Microsoft Office, Microsoft Word, Project Management, Sales, Troubleshooting, Strategic Planning, Inventory Management, Event Planning, Data Entry
Education
University of Phoenix 2010 — 2013
Bachelor of Science (BS), Finance, General
Seminole State College of Florida
AA, General Business
University of Central Florida
JPMorgan Chase & Co. June 2015 - Present
JPMorgan Chase November 2013 - Present
JPMorgan Chase March 2013 - November 2013
Aflac September 2011 - March 2013
Bakers Footwear Group June 2005 - February 2013
BNI 2011 - 2012
Diane and Company August 2006 - March 2010
Skills
Customer Service, Sales, Merchandising, Sales Management, Retail, Public Speaking, Time Management, Visual Merchandising, Microsoft Office, Inventory Management, Loss Prevention, Recruiting, Fashion, Social Networking, Social Media, PowerPoint, Team Building, Marketing, Event Planning, Retail Sales, Training, Event Management, Leadership, Customer Satisfaction, Store Management, Data Entry, Management
Education
Seton Hall University 2007 — 2011
Bachelor's degree, Social Sciences
JPMorgan Chase August 2010 - Present
JPMorgan Chase September 2006 - August 2010
JPMorgan Chase August 2009 - February 2010
Skills
Microsoft Office, Aspect, Crystal Reports, OnQ, Genesys, Putty, WinSCP, Avaya, TSYS, SAS, Databases
Education
University of Florida 2004 — 2006
Bachelor of Arts, Economics
Seminole Community College 2000 — 2003
Associate of Arts, Business Administration
United Airlines June 2012 - Present
Essence Magazine December 2010 - January 2011
JPMorgan Chase March 2010 - December 2010
Cox Enterprises July 2008 - February 2010
MTV Networks September 2007 - December 2007
msnbc.com September 2006 - December 2006
Skills
Microsoft Office, Adobe, Expenses
Education
Seton Hall University 2003 — 2007
Bachelor of Arts, Communication
JPMorgan Chase 2013 - Present
American Express 2011 - 2013
American Express 2007 - 2011
Skills
Portfolio Management, Banking, Financial Analysis, Financial Risk, Analytics, Business Analysis, Business Strategy, Finance, Underwriting, Business Development, Investments
Education
The George Washington University
MBA, International Business
The George Washington University
MA, International Trade & Investment Policy
Shanghai Jiao Tong University
Bachelor of Engineering, International Trade
Shanghai Jiao Tong University
Bachelor of Engineering, Cryogenics Engineering
Rose Venture Group LLC October 2013 - Present
JPMorgan Chase October 2011 - August 2014
Rising Seas Wealth Management, an office of MetLife Financial Group of NY March 2011 - September 2011
Fidelity Investments July 2009 - March 2011
E*TRADE Financial September 2008 - June 2009
Merrill Lynch October 2007 - September 2008
Emblem Health Corporation June 2006 - October 2007
Software House International June 2005 - June 2006
Changing Directions for youth and families 2003 - 2003
Skills
Finance, Wealth Management, Securities, Retirement Planning, Asset Management, Series 7, Financial Planners, Mutual Funds, Financial Advisory, Strategic Financial..., French, Financial Services, Investments, Risk Management, Microsoft Excel, Insurance, Leadership, Sales
Education
Seton Hall University 2001 — 2005
Bachelor of Arts, Anthropology & Minor in French
West Orange High School 1999 — 2001
HS Degree
St Louis De Gonzague, Port-au-Prince, Haiti 1995 — 1999
High School, High School
Renaissance Technologies LLC July 2014 - Present
JPMorgan Chase December 2012 - June 2014
Interactive Brokers May 2012 - December 2012
SunGard Global Services March 2007 - May 2012
Yardi Systems / Realm Business Solutions February 2001 - March 2007
Select Group March 1999 - January 2001
Skills
Java Enterprise Edition, Hibernate, Ant, Design Patterns, Web Services, Perl, XML, Agile Methodologies, Oracle, Java, REST, Scrum
Education
Shanghai Jiao Tong University 1992 — 1994
master
Shanghai Jiao Tong University 1988 — 1992
bachelor
Info Tech, Inc. July 2014 - Present
University of Phoenix October 2011 - Present
JPMorgan Chase April 2010 - September 2010
Naval Air Facility, Misawa AFB, Japan November 2008 - October 2009
Skills
Quality Assurance, Training, Access, Business Process, System Administration, Business Requirements, Technical Support, Information Technology, Information Security, Program Management, Project Management, Management, Process Improvement, Strategic Planning, Team Building, Business Analysis, Microsoft Office, Analysis, Vendor Management, Team Leadership, Customer Service
Education
University of Phoenix 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.86
Seton Hall University 1981 — 1985
Bachelor's degree, Computer and Information Sciences, General
Southwest Bank May 2009 - Present
Compass Bank February 2006 - May 2009
JPMorgan Chase January 2000 - February 2006
Skills
Commercial Banking, Credit, Banking, Risk Management, Portfolio Management, Financial Analysis, Financial Modeling, Valuation, Strategic Planning, Credit Analysis, Strategic Financial..., Mergers, Underwriting, Commercial Lending, Real Estate, Project Management, Insurance, Investments, Customer Service, Team Leadership, Leadership, Middle Market, Loans, Relationship Management, Treasury Management, Asset Management, Retail Banking, Mergers & Acquisitions, Corporate Finance, Finance, Lines Of Credit, Mortgage Lending, Loan Origination, Consumer Lending, Small Business Lending, Cash Management, Mortgage Banking, Commercial Mortgages, Private Banking, Asset Based Lending, SBA, Credit Risk, Wealth Management
Education
The University of Texas at Arlington 2000 — 2004
MBA, Finance
Sewanee-The University of the South 1990 — 1994
Economics
Chapin Enterprises 1998 - Present
Holt Learning 1998 - Present
The Cecilia Chorus of New York October 1978 - Present
The Cecilia Chorus of New York 1978 - 2011
Mercy Corps 2001 - 2002
JPMorgan Chase 1996 - 1998
JPMorgan Chase February 1981 - July 1996
Skills
Non-profits, Staff Development, Teaching, Leadership Development, Change Management, Public Speaking, Team Building, Performance Management, Management Consulting, Nonprofits, Leadership, Management, Strategic Planning, Coaching, Organizational..., Career Development, Human Resources, Program Management, Workshop Facilitation, Proposal Writing, Data Analysis, Needs Analysis, Employee Engagement, Executive Development, Employee Training, Personal Development, Organizational..., Training, Talent Management, Executive Coaching, Management Development, Research, 360 Feedback, Career Management, Training Delivery, MBTI, Succession Planning, Performance Consulting, Culture Change, Instructional Design, E-Learning, Organizational Design, Performance Improvement
Education
Seton Hall University 1978 — 1980
M.A, Psychology of Small Groups
Wellesley College 1962 — 1966
A.B., Sociology
Seven Hills 1952 — 1962
H.S., general
Deutsche Bank March 2005 - Present
Deutsche Asset Management March 2005 - Present
Maple Securities September 2003 - March 2005
JPMorgan Chase February 2001 - July 2002
Bankers Trust/ Deutsche Bank January 1999 - February 2001
Skills
Fixed Income, Bloomberg, Equities, Securities, Trading, Options, Bonds, Banking, Settlement, Finance, Prime Brokerage, Securities Lending, Money Market, Portfolio Management, Mutual Funds, Trading Systems, Financial Markets, Euroclear, Loans, Asset Allocation, Financial Services, Asset Management, Treasury, Equity Derivatives
Education
Seton Hall University 1995 — 1998
BSBA, Finance
Seton Hall University
B.S.B.A, Finance
Enterprise Rent-A-Car July 2015 - Present
Enterprise Rent-A-Car June 2014 - July 2015
JPMorgan Chase June 2013 - September 2013
Seton Hall University November 2012 - June 2013
Seton Hall University June 2011 - May 2012
Maple Street School June 2006 - August 2008
Skills
Student Development, Student Affairs, Higher Education, Academic Advising, Residence Life, Admissions, Student Engagement, Datatel, Service Learning, Teaching, Student Leadership, Tutoring, Public Speaking, Research, Event Planning
Education
Seton Hall University 2010 — 2014
Bachelor's Degree, Business Administration and Management, General
A Regional Bank in the Greater New York City Area March 2013 - Present
A Regional Bank in the Greater New York City Area September 2012 - March 2013
JPMorgan Chase October 2011 - September 2012
Skills
Microsoft Excel, Microsoft Office, Secondary Mortgage..., Interest Rate Risk..., Residential Mortgages, Capital Markets, Mortgage Banking
Education
Seton Hall University 2007 — 2011
Bachelor of Science in Business Administration, Finance, Economics
Fix Whiz Computers February 2010 - Present
OptikzMEDIA January 2010 - Present
JPMorgan Chase February 2007 - March 2012
Skills
Disaster Recovery, Active Directory, Servers, Network+, VPN, A+ Certified, Laptops, Citrix, Desktop Computers, Software Installation, Troubleshooting, Printers, Web Design, Web Development, Web Services, Networking, Technical Support, TCP/IP, Hardware, Routers, Firewalls, Quality Assurance, WAN, Windows Server, Windows, Call Centers, XP, Antivirus, Computer Hardware, System Deployment, Windows 7, Wireless Networking, DNS, Network Administration, Help Desk Support, Operating Systems, Microsoft Exchange, Switches, Wireless, Testing, Windows XP
Education
New Horizons 2007 — 2008
Comptia A+ and Net+ Certs, Network and System Administration/Administrator
Seminole Community College
Bachelor of Science (BS), Web/Multimedia Management and Webmaster
Ameriprise Financial Services, Inc. November 2012 - Present
JPMorgan Chase June 2010 - July 2012
GunnAllen Financial June 2008 - May 2010
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Access, SQL, Bloomberg, Social Media, Account Management, Sales, Financial Markets, Investments, Portfolio Management, Banking, Mutual Funds, Equities, Fixed Income, Financial Services, Valuation, Bonds, Investment Management, Series 7, Securities, Alternative Investments, Wealth Management, Asset Management, Hedge Funds, Investment Strategies
Education
Seton Hall University
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
KBT Wealth Solutions September 2012 - Present
KBT Wealth Solutions September 2012 - Present
West Volusia Wealth Mgmt Group, PA September 2012 - 2014
Edward Jones July 2008 - August 2012
JPMorgan Chase September 1997 - June 2008
Skills
Retirement Planning, Finance, Life Insurance, Investments, Credit, Small Business Lending, Wealth Accumulation, Asset Allocation, Investment Strategies, Portfolio Management
Education
Seminole State College of Florida
Wells Fargo October 2013 - Present
JPMorgan Chase October 2012 - October 2013
Citigroup April 2009 - October 2012
Merrill Lynch 2005 - April 2009
Morgan Stanley 1996 - 2005
Skills
Electronic Trading, Hadoop, Big Data, Equities, Data Warehousing, Capital Markets, Business Intelligence, Trading Systems, Reference Data, Market Data, Fixed Income, Data Modeling, Prime Brokerage, SDLC, NoSQL, MapR, Cloudera, Hortonworks, MarkLogic, Enterprise Data, Sybase, Analytics, Strategy, Investment Banking, Financial Services, Data Mining, Transaction Processing, CRM, Netezza, Oracle, FIX, Derivatives, Options, Customer Profitability, Compliance, Surveillance, TIBCO, Solace, WebSphere MQ, KDB, Sybase IQ, Ab Initio, Informatica, QlikView, FpML, Low Latency, ETL, Dodd-Frank, Exadata, Tableau
Education
University of Massachusetts, Amherst
M.S., Electrical and Computer Engineering
Shanghai Jiao Tong University
B.S., Electrical Engineering
J.P. Morgan January 2011 - Present
JPMorgan Chase January 2011 - Present
Oppenheimer & Co January 2006 - January 2011
Hilton Hotels Corporation January 2003 - January 2006
Skills
Securities, Fixed Income, Bloomberg, Equities, Derivatives
Education
Seton Hall University 2002 — 2006
BS, Business Administration & Finance
JPMorgan Chase April 2009 - Present
Direct Wireless November 2005 - July 2008
Lonestar Steakhousr January 2002 - December 2004
Lens Express June 1994 - January 2002
Education
Pinnacle Career Institute 2009 — 2010
NSCA Certification, Personal Trainer
Seminole State College of Florida 2008 — 2010
A.A, Accounting
PAAMCO June 2015 - Present
CICC 2011 - 2014
JPMorgan Chase June 2010 - August 2010
Deloitte July 2008 - August 2008
Skills
Equity Valuation, Value Investing, Financial Modeling, Equity Research, Finance, Investment Banking, Business Strategy, Competitive Analysis, Emerging Markets, Investment Advisory, Bloomberg, Sales, Greater China, Equities, Valuation
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Strategic Management
The Chinese University of Hong Kong 2009 — 2011
Master of Philosophy (MPhil), Economics
Shanghai Jiao Tong University 2005 — 2009
Bachelor's degree, Finance
The University of Hong Kong 2007 — 2007
No-degree exchange program, Finance and Economics
JPMorgan Chase October 2013 - Present
Global Equity Fund November 2012 - May 2013
Global Equity Fund April 2012 - May 2013
Bank of China June 2012 - August 2012
Shenyin & Wanguo Securities Co. Ltd. January 2011 - June 2011
Orient Securities May 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Valuation, Strategic Planning, Economics, Competitive Analysis, Fixed Income, Corporate Finance, Microsoft Excel, Financial Accounting, Bloomberg, Event Planning, Events Organisation, Data Analysis, Investments, Portfolio Management, Equity Research, Bloomberg Terminal, VBA, Equities, Finance
Education
University of Maryland College Park 2011 — 2013
Master of Science in Finance, Finance
Shanghai University 2007 — 2011
Bachelor of Business, International Economics & Trade
NBCUniversal, Inc. April 2013 - Present
NAVTEQ 2010 - 2012
Dorf Feature Service (Star Ledger, NJ.com) 2006 - 2011
Merck January 2007 - October 2008
JPMorgan Chase 2005 - 2005
Digital Production Solutions (IDT) 2003 - 2004
89.5 FM WSOU 1999 - 2003
Skills
Maya, 3D Studio Max, Vicon, After Effects, Avid, Velocity, QuarkXPress, QuickBooks, Unix, Radio Promotions, Character Animation, Facial Animation, Pharmaceutical..., Collections, Traffic Editor/Producer, Sports Writing, DJ, Computer Hardware, Windows, Adobe Audition, Audio Editing, Pro Tools, Broadcast Television, HD Video, Radio Broadcasting, Broadcast, Radio, Sound, Video Editing, Editing, Television, Social Media, Video, Digital Media, Video Production, Social Networking, Event Planning, Storytelling
Education
Seton Hall University 1998 — 2003
BA, Communication and Media Studies
Seton Hall University 1998 — 2003
Certifcate, Computer Graphics
Cranford High School
JPMorgan Chase & Co. May 2015 - Present
JPMorgan Chase & Co. June 2013 - April 2015
JPMorgan Chase February 2012 - May 2013
JPMorgan Chase December 2009 - February 2012
JPMorgan Chase January 2006 - December 2009
JPMorgan Chase December 1995 - December 2005
Aquent January 1995 - December 1995
Maria Mirsky Associates February 1993 - December 1994
Graphics Printing and Advertising September 1989 - January 1993
Skills
Marketing Communications, Marketing Operations, Graphic Design, Translation Management, Financial Services, Direct Marketing, Marketing, Account Management, Product Management, Project Management, Vendor Management, Translation, Process Improvement, Business Analysis, Customer Service, Marketing Strategy
Education
Seton Hall University 1985 — 1989
BA, Communication Major/Concentration in Marketing, Advertising Art Minor
Self-employed March 2015 - Present
World Business Lenders, LLC July 2014 - Present
Deutsche Bank January 2007 - July 2014
MortgageIT February 2005 - January 2007
JPMorgan Chase 1999 - 2005
Equity Rewards Mortgage 1996 - 1999
The Dime Savings Bank of New York 1995 - 1996
Federal Home Loan Bank of New York 1993 - 1995
Carteret Savings Bank 1987 - 1993
Skills
Chartered Financial..., Investment Banking, Divestitures, Fixed Income, Executive Management, Analysis, Capital Markets, Derivatives, Due Diligence, Finance, Financial Markets, Financial Modeling, Financial Services, Strategic Financial..., Treasury, Structured Finance, Valuation
Education
Seton Hall University 1988 — 1991
Master of Business Administration (MBA), Accounting
Vanderbilt University 1984 — 1987
Bachelor of Arts (BA), Economics
Delbarton School
Multiple Industries 2014 - Present
TD Bank 2013 - 2013
Consultant 2012 - 2012
JPMorgan Chase 2010 - 2011
JPMorgan Chase 2010 - 2010
AIG Consumer Finance Group, Inc. 2007 - 2009
Citigroup 2005 - 2007
Citigroup 2004 - 2005
Citigroup 2003 - 2004
Citigroup 2003 - 2003
Skills
CFO, Strategic Planning, Budgeting, Forecasting, Financial Analysis, Business Analysis, Profitability Analysis, Business Reviews, Driving Results, Key Performance..., Operational Efficiency, Financial Reporting, Financial Accounting, Capital Budgeting, Business Case..., People Management, Leading Cross..., Building Relationships, Essbase, Budgets, Risk Management, Cross-functional Team..., Management, Mergers & Acquisitions, Strategic Financial..., Strategy, Finance, Process Improvement, CO-PA, Executive Management, Business Case, Managerial Finance, Business, Corporate Finance, Accounting, Analytics, Financial Planning
Education
Seton Hall University 1987 — 1988
MBA, Finance
William & Mary 1981 — 1985
BBA, Business Administration - Management
Beachbody November 2010 - Present
Spring Hills Senior Communities May 2009 - June 2009
JPMorgan Chase March 2008 - June 2009
Education
Seminole State College of Florida 2009 — 2010
AA
Ocwen Financial Corporation January 2014 - Present
Bank of America August 2012 - January 2013
JPMorgan Chase February 2012 - May 2012
KeyBank Real Estate Capital October 2007 - May 2011
Zacks Investment Research June 2003 - December 2007
Hatfield Philips 2000 - 2001
TriMont Real Estate Advisors 2000 - 2001
Financial Contractor 1994 - 2001
Retirement Systems of Alabama 1989 - 1993
Skills
Portfolio Management, Asset Management, Finance, Investments, Loan Origination, Underwriting, Credit Analysis, Loans, Valuation, Equities, Due Diligence, Fixed Income, Mortgage Lending, Commercial Real Estate, Capital Markets, Financial Structuring, Mortgage Underwriting, Research, Real Estate Financing, Foreclosures, Loan Modifications, Banking, Real Estate, Credit, Wealth Management, Mortgage Banking, FHA, Loss Mitigation, Loan Servicing, Real Estate Economics, Investment Strategies, Residential Mortgages, Financial Analysis, Financial Modeling, Behavioral Finance, Wealth Management..., Asset Managment, Risk Management, Analysis, Credit Risk, CMBS, Corporate Finance, Securities, Equity Research, Financial Markets, Financial Risk, Financial Services, Mortgage Servicing, Investment Management, HAMP
Education
Vanderbilt University - Owen Graduate School of Management 1986 — 1988
MBA, Finance
Sewanee-The University of the South 1980 — 1984
B.A., Russian Studies
Giblin & Gannaio May 2014 - Present
Giblin & Giblin April 2012 - May 2014
The Honorable Jose Linares September 2013 - December 2013
State of New Jersey Office of the Attorney General May 2013 - August 2013
The Honorable Patrick Roma June 2011 - August 2011
JPMorgan Chase June 2010 - June 2011
Skills
Civil Litigation, Criminal Law, Depositions, Hearings, Legal Writing, Licensing
Education
Seton Hall University School of Law 2011 — 2014
University of Delaware 2006 — 2010
BS, Finance and Economics
JPMorgan Chase September 2013 - Present
Federal Reserve Bank of New York June 2013 - August 2013
CIT June 2012 - May 2013
CIT June 2012 - May 2013
Skills
Due Diligence, AML, Risk Management, Analysis, Strategy, KYC, Research, Banking, ACTIMIZE
Education
Seton Hall Law School 2011 — 2011
Summer Institute for Pre-Legal Studies, Highest Property Midterm of graduating class.
Seton Hall University
BA
CRMEDIA, LLC January 2008 - Present
Seton Hall University April 2014 - August 2015
Reed Smith, LLP February 2011 - April 2012
JPMorgan Chase June 2006 - April 2009
JPMorgan Chase July 2004 - June 2006
Davis Polk & Wardwell LLP January 2000 - January 2003
Education
Seton Hall University 2009 — 2011
M.A., Strategic Public & Corporate Communications
SUNY-College at Buffalo State 1994 — 1998
B.A., Journalism
Morgan Stanley May 2015 - Present
Calpine April 2011 - May 2015
Deutsche Bank May 2008 - April 2011
Merrill Lynch June 2007 - May 2008
JPMorgan Chase March 2006 - May 2007
Morgan Stanley October 2002 - February 2006
Pacific Gas Energy Trading June 2001 - August 2002
Dominion Virginia Power April 2000 - May 2001
Bloomberg LP August 1999 - April 2000
Skills
Derivatives, Financial Modeling, Trading, Valuation, Equities, Options, Commodity, Risk Management, Portfolio Management, Bloomberg, Hedging, Asset Managment, Financial Analysis, Capital Markets, Investment Banking, Natural Gas, Financial Risk, Finance, Commodity Markets, Strategy, Market Risk, Asset Management, Energy
Education
Seton Hall University 1994 — 1999
Bachelor of Science (BS), Finance, General
Cedar Grove High School 1990 — 1994
JPMorgan Chase 2012 - Present
Oracle Corporation 1997 - 2012
Cross Gifts 1994 - 1997
GAB Robins 1992 - 1994
Skills
Forecasting, Strategic Planning, Goal Setting, Annual Planning, Presentations, Financial Modeling, Financial Analysis, Financial Reporting, Microsoft Excel, PowerPoint, Training, Revenue Recognition, Managerial Finance, Essbase
Education
Seton Hall University
B.S.
Promontory Financial Group, LLC June 2015 - Present
PwC October 2014 - June 2015
JPMorgan Chase September 2011 - October 2014
Washington State University August 2007 - May 2011
Shanghai Jiao Tong University June 2004 - June 2007
Rohm and Haas September 2004 - December 2004
Skills
SAS, Statistical Modeling, Experimental Economics, R, Stata, Logistic Regression, Minitab, Economics, Gauss, Econometrics, Simulations, SAS programming, Quantitative Analytics, SQL, Experimental Design, Microsoft Office, English, Chinese, Time Series Analysis, Statistics, Mathematica, Data Analysis, Predictive Modeling, SPSS, SAS Programming
Education
Washington State University 2007 — 2011
Ph.D., Economics, Agricultural Economics
Washington State University 2007 — 2011
M.S., Statistics
Shanghai Jiao Tong University 2003 — 2006
M.A., Economics, International Trade
Shandong University 1999 — 2003
B.A., Management, Marketing
Disney Cruise Line November 2014 - Present
Strive Concepts May 2014 - September 2014
JPMorgan Chase April 2013 - February 2014
Marriott International February 2010 - April 2013
The Walt Disney Company May 2009 - January 2010
Skills
Event Planning, Project Management, Hospitality, Interviews, MICROS, Hotels, Marketing, Advertising, Public Relations, Team Leadership, Employee Training
Education
Seminole State College of Florida
Marsh July 2013 - Present
JPMorgan Chase November 2012 - July 2013
CIT October 2011 - September 2012
HBO May 2011 - October 2011
Pershing November 2010 - May 2011
AllianceBernstein July 2004 - November 2010
Prudential Financial June 1991 - July 2004
Skills
PMO, Project Management, PMP, Relationship Management, Waterfall, Budgets, Agile Methodologies, Vendor Management, Visio, Business Analysis, Program Management, Powerpoint, MS Project, Software Project..., CMM, SEI CMM, Mentoring, Non-profit Volunteer, Quality Center, JIRA, Leadership, Project Portfolio..., SDLC, PowerPoint, Integration, Process Improvement, Risk Management, Cross-functional Team..., SharePoint, Software Documentation, Requirements Gathering, Business Requirements, Business Process..., Business Process, Resource Management, Outsourcing, IT Service Management, Business Intelligence, IT Strategy, Management, Testing, Enterprise Architecture, Information Technology, Business Process Design, Governance, User Acceptance Testing, IT Management, Project Delivery, Requirements Analysis, Disaster Recovery
Education
Seton Hall University
Bachelor's degree, Business Administration
Paramus Catholic
JPMorgan Chase October 2006 - Present
I Bought hair 2012 - 2013
Skills
Loan Origination, Strategic Planning, Financial Modeling, Series 6, Financial Services, Series 63, Customer Service, FHLMC, Commercial Lending, Derivatives, Refinance, Treasury Services, Credit, Banking, Mortgage Lending, Loans, Fixed Income, Human Hair Specialist
Education
Valencia Community College 2002 — 2005
Seminole Community College
HCR ManorCare August 2015 - Present
Lowe's Companies, Inc. October 2014 - Present
Job Corps October 2012 - October 2014
EDMC 2010 - 2012
Starbucks October 2009 - December 2010
JPMorgan Chase December 2006 - June 2009
Southern Wine & Spirits December 2004 - December 2006
Skills
Sales, Customer Service, Retail, Marketing, Merchandising, Sales Management, Event Planning, Account Management, Pricing, Training, Leadership, Marketing Strategy, Customer Satisfaction, Management, Building Relationships, Team Building, Profit, Forecasting, Event Management, Strategic Planning, Human Resources, Recruiting
Education
Seton Hill University
BS, Marketing and Human Resources
JPMorgan Chase & Co. November 2014 - Present
JPMorgan Chase August 2011 - November 2014
Marvel Entertainment May 2010 - August 2011
CVS May 2007 - June 2010
Marvel Entertainment May 2009 - May 2010
Gucci December 2008 - May 2009
Skills
Multi Tasking, Team Building, Nominations, Team Effectiveness, Talent Management, Program Management, PowerPoint, Marketing, Creative Direction, Event Planning, Microsoft Office, SharePoint, Time Management
Education
Fairleigh Dickinson University-Florham Campus 2013 — 2015
Master's Degree, Organizational Behavior Studies, GPA 4.0
Seton Hall University 2006 — 2010
B.S., Marketing; International Business
Morgan Stanley June 2013 - Present
JP Morgan Chase April 2009 - May 2013
JPMorgan Chase May 2006 - April 2009
JPMorgan Chase May 2005 - May 2006
Skills
Disaster Recovery, Service Delivery, ITIL, Incident Management, IT Service Management, Data Center, Problem Management, Management, Risk Management, Change Management, Process Improvement, Security
Education
Seton Hall University 1987 — 1991
Bachelor of Science (B.S.), Accounting
JPMorgan Chase January 2014 - Present
JPMorgan Chase April 2013 - December 2013
JP Morgan Chase October 2010 - March 2013
JP Morgan Chase May 2007 - October 2010
Champion Mortgage- A Division of Key Bank 2005 - 2007
Wells Fargo Financial September 1996 - November 2005
Skills
Leadership, Management, Business Development, Training, Recruiting, Performance Management, Retail Banking, Mortgage Banking, Problem Solving, Sales Management, Critical Thinking, Communication, Training Facilitation, Workshop Facilitation, Public Speaking
Education
Seton Hall University 1991 — 1995
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies Minor - Business Administration
Paramus High School 1987 — 1991
High School
Jobvite November 2014 - Present
iCIMS December 2012 - November 2014
Merrill Edge July 2011 - December 2012
JPMorgan Chase August 2003 - July 2011
Sovereign Bank 2001 - 2003
Skills
SaaS, HR Software, Sales, Client Development, Negotiation, New Business Development, Finance, Small Business, Cold Calling, Prospecting Skills, Value Selling, Talent Acquisition, Talent Management, Recruiting, Onboarding, Management, HRIS, Account Management, Leadership, Applicant Tracking..., Sourcing, Training, Salesforce.com, CRM, Human Resources, Internet Recruiting, Consulting
Education
Seton Hall University 1998 — 2000
Bachelor's Degree in Business, Business/Commerce, General
Jackson Memorial High
JPMorgan Chase May 2014 - Present
JPMorgan Chase April 2011 - May 2014
JPMorgan Chase November 2005 - April 2011
Hewlett-Packard June 1999 - October 2005
Deloitte Consulting July 1997 - June 1999
Skills
Budgets, SDLC, Risk Management, Program Management, Vendor Management, Team Leadership, Business Process..., Leadership, Business Analysis, Management, Process Management, Project Management, Business Process..., Strategic Planning, Change Management, Process Improvement
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 1999
MBA
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 1999
Masters, Management of Information Systems
Seton Hall University 1984 — 1988
BA, Political Science
ClientWise LLC August 2014 - Present
The Atlantic Group October 2013 - August 2014
JPMorgan Chase March 2011 - October 2013
Vector Marketing 2006 - 2007
Skills
Sales, Customer Service, Credit, Banking, Mortgage Lending, Investments, Mortgage Banking, Consumer Lending, Financial Services, Retail Banking, Recruiting, Customer Retention, Microsoft Office, Office Administration, Office Management, Long-term Customer..., Customer Oriented, Training, Interviews, Human Resources, Customer Satisfaction, Time Management, Finance, Selling, Cold Calling, Leadership
Education
Seton Hall University 2006 — 2010
Bachelor's degree
PwC Advisory Services LLC July 2015 - Present
PwC September 2011 - June 2015
Wolfe Trahan & Co. September 2010 - February 2011
JPMorgan Chase August 2003 - August 2008
Fred Alger Management October 2000 - April 2003
Salomon Smith Barney June 1998 - September 2000
Skills
Asset Managment, Portfolio Management, Financial Modeling, Valuation, Corporate Finance, Bloomberg, Equity Research, Financial Analysis, Capital Markets, Private Equity, Equities, Investment Banking, Due Diligence, Hedge Funds, Fixed Income, Investments, Emerging Markets, Equity Valuation, Series 7, Competitive Analysis, Alternative Investments, Trading, Asset Management
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance
Seton Hall University 1994 — 1998
BSBA, Finance
Radius Global Solutions LLC November 2013 - Present
PNC November 2012 - October 2013
NCO Group July 2004 - September 2012
Fleet Credit Card Services / Bank of America 1999 - 2004
JPMorgan Chase 1998 - 1999
BNY Mellon 1995 - 1997
First USA / JPMorgan Chase 1994 - 1995
US Army 1988 - 1992
Skills
Account Segmentation, Analytics, BPO, Call Center, Credit Cards, Credit Risk, Key Performance..., Outsourcing, Risk Management, Call Centers, Vendor Management, Change Management, Operations Management, Process Improvement, Management, Financial Services, Leadership, Forecasting, Portfolio Management, Financial Risk, Executive Management, Loans, Banking, Credit, Business Process..., Customer Experience, Finance, CRM, Relationship Management, Call Center Development, Workforce Management, Mergers & Acquisitions, Credit Analysis, Business Analysis, Customer Retention, Payments, Consumer Lending, P&L Management, Predictive Modeling
Education
Villanova University 1992 — 1993
MBA
Seton Hall University 1985 — 1988
BS, Business Management
Citi April 2008 - Present
JPMorgan Chase April 1999 - April 2008
Prudential January 1994 - April 1999
US Navy May 1985 - January 1994
Skills
Outsourcing, Negotiations, IT Sourcing, Vendor Management, Procurement, Negotiation, Risk Management, Strategic Sourcing, Strategy, Contract Negotiation, Team Leadership, Business Analysis, Sourcing, Six Sigma, Project Management, Program Management, Leadership, Banking
Education
Seton Hall University 1995 — 1998
MBA
University of Notre Dame 1981 — 1985
BS
Butler High School 1977 — 1981
High School
Morgan Stanley Wealth Management July 2011 - Present
Macmillan 2011 - 2011
Reuters November 2004 - November 2010
JPMorgan Chase 1997 - 1999
LLKFB, Inc. 1997 - 1999
Skills
SDLC, Software Project..., Agile Methodologies, Vendor Management, Business Analysis, PMO, Requirements Analysis, Program Management, PMP, Team Building
Education
Seton Hall University 1992 — 1996
Bachelor of Arts (BA), Management Information Systems, General
Deutsche Bank June 2014 - Present
JPMorgan Chase November 2011 - June 2014
Morgan Stanley July 2010 - November 2011
Deutsche Bank April 2007 - July 2010
U.S. Trust 2005 - 2006
Citigroup 2004 - 2005
Citigroup 2003 - 2004
Skills
Banking, Loans, Internal Audit, AML, Financial Services, Fair Lending, Banking Compliance
Education
Seton Hall University School of Law 1990 — 1993
Doctor of Law (JD)
SEI Investments February 2007 - Present
JPMorgan Chase August 2004 - January 2007
Arrow Electronics 2001 - 2004
Transys Techologies March 1998 - November 2001
Skills
Information Security, Software Development, SSO, Siteminder, Information Technology, SDLC, Enterprise Architecture, SOA, Agile Methodologies, Software Project..., Requirements Analysis, Java Enterprise Edition, Oracle, Solution Architecture, Data Warehousing, IT Strategy, Data Modeling, Weblogic, PL/SQL
Education
Carnegie Mellon University 2012 — 2016
MSIT, Computer and Information Systems Security/Information Assurance
IACRB (Information Assurance Certification Review Board) 2013 — 2014
CPT (Certified Penetration Tester), Information Security
EC-COUNCIL 2013 — 2013
CEH (Certified Ethical Hacker), Information Security
ISC2 2007 — 2007
Certified Information Security System Professional, Information Security
Project Management Institute 2005 — 2005
PMI Certification, Project Management
Shanmugha Arts, Science, Technology and Research Academy 1992 — 1996
BE, Electrical & Electronics
JPMorgan Chase September 2012 - Present
HP Enterprise Information Solutions November 2010 - September 2012
IBM December 2003 - November 2010
Quaero September 2003 - December 2003
Navion (Shanghai) Software Development Co. July 2000 - September 2003
Skills
Data Warehousing, Business Intelligence, ETL, Data Integration, Ab Initio, Data Warehouse..., Enterprise Architecture, Business Analysis, Master Data Management, Performance Tuning, Data Modeling, Unix, Analytics, Unix Shell Scripting, SDLC, Datastage, IBM BDW Model, DB2, Oracle, Teradata, Teradata Data Warehouse, PL/SQL, Architecture
Education
Shanghai Jiao Tong University 1996 — 2000
Bachelor
Chase May 2013 - Present
JPMorgan Chase May 2013 - February 2014
Cognizant Tech solutions August 2002 - May 2013
Cognizant Technology Solutions August 2002 - May 2013
Skills
SDLC, Software Project..., Requirements Gathering, Requirements Analysis, Business Analysis, Pre-sales, Associate, Data Warehousing, Oracle, PL/SQL, Solution Architecture
Education
Shanmugha Arts, Science, Technology and Research Academy 1998 — 2002
Bachelors degree, Electronics and Instrumentation, Distinction
Barclays Capital March 2011 - Present
JP Morgan Chase January 2010 - March 2011
Credit Suisse July 2008 - January 2010
JPMorgan Chase May 2006 - May 2008
BNY Brokerage December 2005 - May 2006
Citadel Investment Group June 2005 - November 2005
JPMorgan Chase September 2001 - June 2005
Optimark Technologies 1999 - 2001
IBM Global Services January 1990 - December 1999
Skills
Trading Systems, SDLC, Electronic Trading, Market Data, Equities, Fixed Income, Derivatives, Equity Derivatives
Education
Seneca College of Applied Arts and Technology
Computer Programming and Analysis
JPMorgan Chase 2008 - Present
Bear Stearns April 2006 - June 2008
Citigroup January 2006 - April 2006
BMO Financial Group January 2001 - January 2006
CIBC Mellon November 1999 - December 2000
Kodak China June 1996 - September 1999
Shanghai C/S Computer Co., Ltd. October 1993 - March 1996
Shanghai CONTEC Microelectronics Co., Ltd. February 1992 - October 1993
Education
Shanghai University 1988 — 1992
BS, Computer
JPMorgan Chase September 2011 - Present
Knuckles, Komosinski & Elliot, LLP March 2011 - September 2011
Fidelity National Financial November 2006 - November 2010
Finestein & Malloy, LLC September 2005 - October 2006
Hon. Alexander D. Lehrer, P.J.Ch. September 2004 - August 2005
Skills
Digital Law, Contract Negotiation, Mobile Applications, Social Media, Mobile Payments, Litigation, Legal Writing, Legal Research, Civil Litigation, Arbitration, Mediation, Commercial Litigation, Appeals, Title Insurance, Foreclosures, Bankruptcy
Education
Seton Hall University School of Law 2001 — 2004
JD, Law
University of Michigan 1996 — 2000
BA, Philosophy
NNJ bank February 2014 - Present
NNJ Bank September 2008 - February 2014
JPMorgan Chase 2004 - 2008
Skills
Credit, Finance, Banking, Mortgage Banking, Loans, Credit Analysis, Underwriting, Financial Analysis, Investments, Mortgage Lending, Risk Management, Mortgage Underwriting, Financial Reporting, Residential Mortgages, Leadership, Customer Service, FHA, Commercial Lending, Credit Risk, Commercial Mortgages
Education
Seton Hall University 1997 — 2001
Bachelor's degree, Business Administration and Management, General
JPMorgan Chase Vice PresidentJPMorgan Chase1987 - 2009
JP Morgan Chase 1987 - 2009
Chase Manhattan Mortgage Corp. 1987 - 2001
Education
Seton Hall University 1981 — 1985
Resources Global Professionals July 2012 - January 2013
Resources Global Professionals March 2009 - July 2009
JPMorgan Chase 2003 - 2008
Publicis March 2002 - March 2003
Deutsche Bank June 2000 - February 2002
Wells Fargo June 1999 - June 2000
Skills
Fixed Income, Financial Analysis, Investment Banking, Sarbanes-Oxley Act, Derivatives, Mergers & Acquisitions, Financial Services, Analysis, Financial Risk, Accounting, Financial Reporting, Finance
Education
Seton Hall University 2004 — 2007
MBA, Accounting
Villanova University 1995 — 1999
BS, Finance
JPMorgan Chase June 2013 - Present
Bluecross Blueshield of Florida January 2009 - June 2013
Perot Systems July 2003 - January 2009
Capgemini Ernst & Young 2000 - 2002
Polaris 1999 - 2000
Education
Shanmugha Arts, Science, Technology and Research Academy
NJ Lenders Corp October 2011 - Present
Chase Manhattan Mortgage Corp. 2000 - 2008
JPMorgan Chase 2000 - 2008
Skills
Credit Risk, Credit Analysis, Loans, Mortgage Banking, Credit, Loan Origination, Residential Mortgages
Education
Seton Hall University 1988 — 1992
BA, Communications & Business Finance
Santander Bank, N.A. October 2012 - Present
Brickhouse Coffee Inc March 2008 - September 2012
Western Asset Management July 2007 - January 2008
JPMorgan Chase November 2006 - July 2007
The Bank of New York November 2000 - November 2006
Sumitomo Trust & Banking Co December 1999 - November 2000
Brown Brothers Harriman & Co November 1998 - December 1999
W.P.H. Consultants LTD June 1994 - October 1998
Shearson Lehman Brothers September 1989 - May 1994
Skills
Equities, Derivatives, Trading, Banking, Settlement, Mutual Funds, Investments, Corporate Actions, Financial Services, SWIFT payments, Account Reconciliation, Emerging Markets, Securities, Credit, Finance
Education
Seton Hall University 1985 — 1989
BS, Business
Morgan Stanley 2013 - Present
JPMorgan Chase 2012 - 2013
JPMorgan Chase 2010 - 2012
JPMorgan Chase 2007 - 2010
JPMorgan Chase 1998 - 2007
Culpeper Consulting Group 1996 - 1998
Salomon Brothers 1994 - 1996
Skills
Management, Financial Analysis, Finance, Banking, Program Management, Investment Banking, Mergers & Acquisitions, Risk Management, Acquisition Integration, Fixed Income, Integration, Capital Markets, Financial Services
Education
Seton Hall University
Master of Business Administration (MBA), Accounting
State University of New York College at Oswego
Bachelor's degree, Business/Economics
JPMorgan Chase February 2012 - Present
JPMorgan Chase September 1999 - February 2012
JPMorgan Chase December 1997 - September 1999
Skills
Human Resources, HRIS, Incentive Programs
Education
Seton Hall University 1987 — 1991
BS, Business Administration / Finance
AXA Advisors December 2011 - Present
Free Flite bicycles March 2009 - October 2011
Bristol Realty Partners March 2007 - August 2008
JPMorgan Chase June 2005 - April 2006
Deutsche Bank May 2002 - March 2005
AT&T June 1989 - March 2002
Skills
Financial Analysis, Financial Reporting, Accounting, Forecasting, Managerial Finance, Budgets, Financial Accounting, Strategic Financial...
Education
Seton Hall University 1993 — 1997
Master of Business Administration (MBA), Finance, General
The College of New Jersey 1984 — 1989
Bachelors of Science, Accounting
Buckley Madole, P.C. October 2012 - Present
JPMorgan Chase March 2011 - September 2012
McElroy, Deutsch, Mulvaney & Carpenter, LLP June 2009 - March 2011
Seton Hall University School of Law August 2008 - May 2010
Zucker, Goldberg & Ackerman, LLC September 1996 - May 2009
Horizon Institute of Paralegal Studies March 2003 - May 2008
Skills
Foreclosures, Bankruptcy, Evictions, REO, Litigation, Title Insurance, Mortgage Servicing, Real Estate, Default, Loan Servicing, Corporate Law, Commercial Litigation, Trials, Legal Assistance, Contract Negotiation, Loss Mitigation, Legal Research, Due Diligence, Mortgage Lending, Loans, Corporate Governance, Courts, Real Estate Transactions, Creditors' Rights, Mediation, Civil Litigation, Legal Writing, Westlaw, Arbitration
Education
Seton Hall University School of Law 1998 — 2001
J.D.
Seton Hall University 1994 — 1998
B.A., Criminal Justice, Spanish
JPMorgan Chase April 2013 - Present
JPMorgan Chase May 2011 - March 2013
Mariner Investment Group November 2004 - May 2011
Education
Shanghai Jiao Tong University
Shanghai Kong Jiang Middle School
University of Nebraska-Lincoln
Barclays April 2011 - Present
JPMorgan Chase April 1997 - November 2010
Skills
QRM, Mortgage Banking, Risk Management, Mortgage Lending, Banking, Loan Origination, Financial Modeling, Hedging, Fixed Income, Capital Markets, Secondary Marketing, Interest Rate Risk..., Loans, Market Risk, Treasury, Balance Sheet Management, Assets Liabilities..., FTP, Liquidity Risk, Data Mining, Data Modeling
Education
The Ohio State University - The Max M. Fisher College of Business
MBA, Finance and Information Technology
Seoul National University
BS
JPMorgan Chase April 2014 - Present
Wells Fargo Securities August 2006 - March 2014
Deloitte & Touche September 2003 - August 2006
Skills
Financial Analysis, Valuation, Financial Modeling, Equity Research, Portfolio Management, Investments, Bloomberg, Corporate Finance, Equities, Capital Markets, Finance, Private Equity, Hedge Funds, Due Diligence, Analysis, Auditing
Education
Seton Hall University 2003 — 2004
Master of Science (M.S.), Accounting
Seton Hall University 1999 — 2003
Bachelor of Science (B.S.), Business Management-Accounting; History
US House of Representatives Page School 1997 — 1998
JEA August 2014 - Present
Sams clubs August 2013 - Present
Kohl's Department Stores August 2010 - April 2014
Deer Oaks February 2009 - August 2010
Capital Group July 2005 - August 2010
JPMorgan Chase November 1998 - July 2005
Skills
Training, Human Resources, Recruiting, Employee Training, Performance Management, Management, Coaching, Employee Relations, Onboarding, Employee Benefits, Talent Acquisition, Leadership, Personnel Management, HRIS, Interviews, Program Management, Microsoft Excel, Administrative Work, Office Administration, Office Management
Education
Wilmington University 2002 — 2004
MA, Human Resources
Seton Hall University 1991 — 1995
BA, Psychology/Criminal Justice
JPMorgan Chase July 2012 - Present
JPMorgan Chase July 2010 - July 2012
The Medicines Company June 2009 - April 2010
Liz Claiborne June 2008 - August 2008
SalesCircular, Inc. January 2003 - May 2008
Skills
SharePoint, Business Analysis, Data Analysis, IT Management, Microsoft Office, Vendor Management, Microsoft Excel, Process Improvement, PowerPoint, Analysis
Education
Seton Hall University 2008 — 2010
BSBA, Business Administration, Concentration in Information Technology Management
JPMorgan Chase September 2013 - Present
Capital One October 2011 - September 2013
Lands' End September 2010 - October 2011
Eli Lilly and Company June 2009 - October 2010
Academic Association for Statistics of SUFE January 2003 - February 2006
Skills
R, Access, SPSS, SQL, Microsoft Excel, Visual Basic, Unix, Predictive Modeling, Data Analysis, Databases, Statistical Modeling, VBA, Marketing, Microsoft Office, Analytics, Statistics, Analysis, SAS programming, Human Resources, Clinical Trials, SAS, Data Mining, Project Management, Process Improvement, PowerPoint, Java, Leadership, Customer Analysis, Mortgage Banking, Business Strategy, Recoveries, Collections, Communication, SAS Programming
Education
University of Missouri-Columbia 2006 — 2008
Master, Statistics
Shanghai University of Finance and Economics 2002 — 2006
BS, Applied Mathematical Statistics
JPMorgan Chase May 2004 - June 2011
Education
University of Central Florida 2010 — 2012
B.A.B.A, Business Administration and Legal Studies
Seminole Community College 2006 — 2009
A.A., Business
Imowitz Koenig & Co. LLP February 2012 - Present
JPMorgan Chase February 2008 - February 2012
Ridgewood Power Management, LLC December 2007 - February 2008
Stephen A. Kepniss & Associates, P.C. December 2004 - October 2007
Education
Seton Hall University 2005 — 2006
Master of Science (M.S.), Accounting
Seton Hall University 2001 — 2005
Bachelor of Science (BS), Accounting
JPMorgan Chase October 2013 - Present
JPMorgan Chase October 2012 - October 2013
JPMorgan Chase April 2012 - October 2012
JPMorgan Chase October 2009 - April 2012
NOAA March 2009 - September 2009
NOAA February 2008 - January 2009
Skills
Environmental Economics, Natural Resource..., Discrete Choice Modeling, Marine Policy, Credit Cards, Portfolio Risk..., SAS/SQL, Matlab, Limdep, Data Mining, Quantitative Analytics, Predictive Modeling, Statistics, Cost Benefit Analysis, Time Series Analysis, Business Analysis, Statistical Modeling, SAS, Risk Management, Analytics, R, SAS programming, Cost Benefit, SAS Programming, Policy Analysis, Data Analysis, Environmental Policy
Education
Universith of Delaware 2004 — 2009
Doctor of Philosophy (Ph.D.), Marine Policy (Environmental Eonomics)
서울대학교 / Seoul National University 2000 — 2004
Master's degree, Oceanography
서울대학교 / Seoul National University 1995 — 2000
Bachelor's degree, Oceanography
HaeUnDae Girls' High School
HaeUnDae Girls' High School
Wells Fargo June 2015 - Present
JPMorgan Chase August 2014 - June 2015
Standard Chartered Bank March 2008 - August 2014
ABN AMRO December 2003 - March 2008
Credit Suisse August 2001 - December 2003
JPMorgan Chase August 1995 - August 2001
Skills
Securities, AML, Due Diligence, Asset Management, Structured Finance, Financial Markets, Operational Risk, Private Equity, KYC, Corporate Governance, Capital Markets, Structured Products, Corporate Finance, Financial Regulation, Operational Risk..., Securities Regulation, Alternative Investments, Financial Services, Financial Structuring, Anti Money Laundering
Education
The University of Queensland 2001 — 2004
LLM, Comparative & Securities Law
Seton Hall University 1997 — 1999
MS, Finance
Siena College 1986 — 1990
BS, Finance
BB&T November 2012 - Present
CapStone Bank April 2010 - October 2012
KenanSoperBryant, Ltd. July 2006 - April 2010
SouthTrust Bank November 2003 - May 2006
Wachovia June 1987 - October 2000
JPMorgan Chase 1993 - 1994
Skills
Cash Management, Treasury Services, Product Management, Relationship Development, Commercial Banking, Commercial Lending, Financial Services
Education
Sewanee-The University of the South 1983 — 1987
B. S., Mathematics
The TriZetto Corporation August 2008 - Present
JPMorgan Chase November 2006 - April 2008
The Bank of New York October 2003 - October 2006
Thomson Financial May 1996 - October 2003
Thomson Financial October 1995 - May 1996
Skills
Talent Management, Performance Management, Employee Relations, HRIS, Talent Acquisition, Human Resources, Onboarding
Education
Seton Hall University 1986 — 1990
Bachelor's degree, Communications
JPMorgan Chase June 2014 - Present
JPMorgan Chase April 2013 - June 2014
JPMorganChase February 2011 - April 2013
JP Morgan Chase November 2009 - February 2011
HSBC October 2007 - November 2009
HSBC Mortgage Services October 2005 - October 2007
Allstate Appraisal 2003 - 2005
Appraisal Enhancement Services 2002 - 2003
Preferred Appraisal 2000 - 2002
Skills
Risk Management, Management, Leadership, Appraisals, Mortgage Lending, Valuation, Due Diligence, Real Estate, Collateral, Employee Training, Process Improvement, Auditing, Banking, Loans, Underwriting, Quality Assurance, Loss Mitigation, Loan Origination, Credit, Mortgage Banking, FHA, Financial Risk
Education
Seton Hill University
JPMorgan Chase 2003 - 2009
Education
Seton Hall University 1989 — 1995
BS, Finance and Accounting
PIMCO March 2014 - Present
JPMorgan Chase December 2013 - March 2014
Deloitte May 2012 - August 2012
Hon. Judge William Daniel, J.S.C. June 2011 - October 2011
IPO Financial Network October 2009 - August 2010
Prudential Investment Management June 2008 - March 2009
Johnson & Johnson Consumer Products Co June 2007 - January 2008
Skills
Equities, Outlook, Microsoft Office, Bloomberg Terminal, Leadership, Hedge Funds, PowerPoint, Microsoft Word, Microsoft Excel, Legal Writing, Bloomberg, IPO, Financial Analysis, Tax
Education
Seton Hall University School of Law 2010 — 2013
J.D., Law
The College of New Jersey 2005 — 2008
BS, Finance
Central Coast Federal Credit Union March 2014 - Present
JPMorgan Chase November 2010 - Present
Wells Fargo January 2008 - November 2010
Bank of America September 1997 - December 2008
Skills
Account Management, Cold Calling, Sales Management, Sales, Microsoft Office, Management, Sales Operations, Finance, Customer Service
Education
Shasta College 1985 — 1987
Associate of Arts (A.A.), Finance, General, 4.0
Citigroup October 2007 - Present
JPMorgan Chase October 2002 - September 2007
Education
Seton Hall University 1990 — 1994
Bachelors, Psychology
Raritan Bay YMCA September 2011 - Present
Jersey Shore Will Graham Celebration September 2010 - August 2011
Accountemps October 2007 - February 2010
Ocean Grove Camp Meeting Association May 2008 - April 2009
JPMorgan Chase October 1980 - January 2006
JPMorgan Chase October 1980 - January 2006
jpmorgan chase 1980 - 2006
Education
Seton Hall University 1976 — 1980
B.S, Business Administration (Accounting Major)
Rutgers University, College of Financial
State Street September 2015 - Present
International Fund Services (NA) LLC, A State Street Company March 2013 - Present
JPMorgan Chase June 2008 - March 2013
BNY Mellon June 2006 - June 2008
Skills
Due Diligence, Anti Money Laundering, Bank Secrecy Act, OFAC, USA PATRIOT Act, SAR, Microsoft Excel, VBA, KYC, AML
Education
Seton Hall University 2003 — 2006
BS, Criminal Justice and Corrections
Capco March 2013 - Present
Morgan Stanley April 2012 - March 2013
JPMorgan Chase September 2011 - February 2012
Prudential Financial September 2010 - March 2011
Prudential Real Estate Investors January 2007 - September 2010
Valley National Bank August 2005 - December 2006
Skills
Financial Reporting, Excel, Bloomberg, Portfolio Management, Sunguard, Cognos, LexisNexis, Microsoft Excel, Accounting, Forecasting, General Ledger, Internal Controls, Securities, Auditing, Equities, Risk Management, Account Reconciliation, Investments, Management, Trading, Internal Audit
Education
Seton Hall University 2001 — 2005
BS, Business Administration and Management, General
Seton Hall University Stillman School of Business 2001 — 2005
Bachelor of Science, Business Administration; Management
Barclays Capital January 2010 - Present
JPMorgan Chase January 2006 - July 2010
PwC January 2004 - December 2006
Deloitte 2000 - 2004
Skills
Tax Law, State Tax, Tax, Corporate Tax, Tax Accounting, Internal Controls, Income Tax, Tax Research, Tax Advisory, Sarbanes-Oxley Act, Accounting, CPA, International Tax, Due Diligence
Education
Seton Hall Law School 2001 — 2004
JD
EverBank September 2012 - Present
FDIC November 2009 - September 2012
AllRegs 2009 - 2011
Law Office of Renee Marie Araujo May 2007 - October 2009
Solutions Funding October 2006 - April 2007
JPMorgan Chase October 2003 - October 2006
Frohling & Hudak August 2002 - October 2003
US Army October 1987 - March 1991
Skills
Financial Institutions, Corporate Governance, Securities, Due Diligence, Litigation, Commercial Litigation, Credit, Legal Writing, Legal Research, Corporate Law, Risk Management, Real Estate, Corporate Finance, Real Estate Transactions, Mortgage Lending
Education
Seton Hall University School of Law 1999 — 2002
JD
University of Colorado at Colorado Springs 1993 — 1995
BA, Economics
JPMorgan Chase & Co. March 2014 - Present
JP Morgan Chase July 2010 - March 2014
JPMorgan Chase July 2007 - July 2010
JPMorgan Chase September 2005 - July 2007
Prudential Financial July 2003 - September 2005
Skills
Regulatory Requirements, Loans, Balance Sheet, Financial Analysis, Project Management, Investment Banking, Capital Markets, Portfolio Management, Financial Modeling, Financial Risk, Risk Management, Basel III, Basel II, Basel I, Commercial Lending, Financial Reporting, Automation, RWA, Economic Capital, Debt Management
Education
Seton Hall University 2003 — 2005
MBA, Finance
Villanova University 1999 — 2003
Bachelor of Science (B.S.), Finance
JPMorgan Chase May 2008 - Present
Skills
Banking, Sales, Credit, Customer Retention, Cross Selling, Loans, Credit Analysis, Small Business Lending, Branch Banking, Commercial Lending, Lines Of Credit, Financial Analysis, Loan Origination, Retail Banking, Cash Management, Risk Management, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Public Speaking, Coaching, Team Building, Portfolio Management, Credit Risk, Consumer Lending, Commercial Banking, Nonprofits, Finance, Financial Risk, Analysis, Management, Training, Mortgage Lending, Series 63, Mortgage Banking, SBA, Commercial Mortgages, Treasury Management, Treasury Services, Asset Based Lending, Cash Flow Lending, Relationship Management, Deposits, Branch Management, SBA 504, Banking Relationships, Small Business
Education
Seton Hall University 2003 — 2007
Bachelors, Criminal Justice, Business Finance
JPMorgan Chase November 2013 - Present
Ernst & Young LLP November 2010 - November 2013
Public Service Enterprise Group (PSEG) January 2009 - November 2010
Ospraie Management LLC May 2007 - September 2008
Deutsche Bank April 2006 - April 2007
Constellation Energy Commodities Group November 2002 - March 2006
Reliant Resources, Inc. April 2000 - September 2002
Bank of Nova Scotia August 1998 - March 2000
Skills
Consulting, Project..., Finance, Mathematics, Languages & Systems, Software and Vendor..., Hedge Funds, Basel II, Credit Risk, Commodities, Model Validation, Volatility, Market Risk, Quantitative Finance, Derivatives, Quantitative Analysis, Stress Testing, Fixed Income, VAR, Capital Markets, Risk Management, FX, Structured Products, Credit Derivatives, Monte Carlo Simulation, Hedging, Valuation, Investment Banking, Basel III, Quantitative Analytics, Commodity, Commodity Markets, FX Options, Financial Modeling, Options, Equities, Equity Derivatives, Portfolio Management, Swaps, Corporate Finance, Trading, Liquidity Risk, Structured Finance, Bonds, Portfolio Optimization, Interest Rate..., Counterparty Risk, Bloomberg, Investments, Financial Structuring, Financial Engineering
Education
University of Toronto 1995 — 1999
Ph.D., Financial Economics(Concentration:Finance/Econometrics)
University of Toronto 1994 — 1995
M.A, Economics
Shandong University 1990 — 1993
M.S., Mathematics
Shandong University 1986 — 1990
B.S., Mathematics
Heartland Campus Solutions September 2013 - Present
Heartland MicroPayments June 2011 - September 2013
Hanover Gallery 2007 - 2012
JPMorgan Chase September 2003 - May 2004
Gallagher Financial Systems 1999 - 2002
InfoWorks, Inc. 1997 - 1999
Skills
Agile Methodologies, Software Development, Business Analysis, Microsoft SQL Server, SQL, Business Intelligence, C#, .NET, Team Leadership, IT Strategy, Scrum, Software Project..., Product Management, Cloud computing, Business Process..., Technical Leadership, Mobile Payments, Oracle, Operations Management, Customer Satisfaction, Manage Client...
Education
Sewanee-The University of the South 1989 — 1993
BS, Mathematics
SAS January 2012 - Present
eBay January 2011 - October 2011
Experian January 2009 - December 2010
AIG June 2008 - October 2008
JPMorgan Chase May 2007 - August 2007
Skills
Hadoop
Education
Shanghai Jiao Tong University
BS, Computer Science
Texas A&M University
Master of Science (MS), Statistics
Macy's November 2011 - Present
Seton Hall University August 2007 - December 2011
UBS August 2006 - April 2009
UBS Wealth Management April 2005 - August 2006
JPMorgan Chase January 1995 - April 2005
Skills
* Bilingual – English &..., Business Analysis, Process Improvement, Administration, Research, Translation
Education
Seton Hall University 2007 — 2011
Bachelor's of Science
Taylor Business Institute 1991 — 1994
Associate's
JPMorgan Chase February 2014 - Present
JP Morgan Chase July 2010 - January 2014
JPMorgan Chase March 2007 - June 2010
Smith Barney June 2004 - March 2007
Lincoln Investment Planning August 2002 - June 2004
Skills
Series 7, Securities, Legal Compliance, FINRA, Asset Management, Financial Services, Series 24
Education
Seton Hall University 1994 — 1998
BS Business Administration
Cisco Systems June 2013 - Present
JPMorgan Chase November 2011 - February 2013
Capital One January 2010 - November 2011
Axiometrics February 2005 - December 2009
Skills
SAS, Statistical Modeling, Quantitative Analytics, Data Analysis, Data Mining, Time Series Analysis, Financial Modeling, Analytics, Access, SQL, Risk Management, VBA, Analysis, Market Research, Statistics, Financial Analysis, Business Intelligence, Forecasting, Visual Basic, Business Analysis, Business Analytics, Business Objects, Predictive Modeling, Econometrics
Education
The University of Texas at Dallas 2003 — 2004
Master, Economics
Shanghai University of Finance and Economics 1998 — 2002
Bachelor, Economics and Accounting
Mauiva December 2011 - Present
JPMorgan Chase April 2010 - December 2011
Education
Seminole Community College 2011 — 2013
Information Technology
Valencia Community College 2008 — 2010
Information Technology, 3.0
Goldman Sachs August 2015 - Present
UBS Wealth Management June 2014 - August 2014
University of San Francisco January 2013 - January 2014
JPMorgan Chase June 2013 - June 2013
Marushu Co.,Ltd June 2011 - January 2013
Silver Wings Trading Co.,Ltd June 2010 - January 2013
Skills
Japanese, Microsoft Excel, Microsoft Word, Multilingual, Photoshop, Time Management, Teamwork, Tutoring, PowerPoint, Social Networking, Operational Execution
Education
University of San Francisco 2011 — 2015
Finance, International Business, Economics, Bachelor of Science in Business Administration(Major GPA: 3.82/Cum.GPA:3.69)
Osaka International School 2005 — 2011
Certificate of International Baccalaureate Diploma
Shanghai Normal University 2008 — 2009
Mandarin
Discover Financial Services March 2015 - Present
Capital One August 2012 - March 2015
JPMorgan Chase October 2010 - August 2012
Nationwide Insurance August 2005 - October 2010
Skills
Data Mining, Quantitative Analytics, Statistical Modeling, Financial Risk, Segmentation, SAS programming, Portfolio Management, Credit Cards, Auto Insurance, Credit Risk, market risk, Analysis, Fixed Income
Education
University of Cincinnati 1995 — 1998
Master's degree, Statistics
Shandong University 1982 — 1985
Master's degree, Mathematics
JPMorgan Chase January 2004 - Present
Citicorp EFS April 1995 - December 2003
Citibank - Citicorp November 1980 - April 1995
Skills
Marketing Strategy, Project Management, Operations Training, Operation Efficiencies, Customer Service, Customer Satisfaction, Customer Experience, Customer Retention, Product Development, Product Marketing, Product Design, Process Engineering, Cross-functional Team..., Business Analysis, CRM, Vendor Management, Leadership, Financial Services, Management, Banking, Product Management, Integration, Payments, Credit Cards, P&L Management, Payment Systems, Retail, Key Account..., Process Improvement, Relationship Management, Strategy, Risk Management, Analysis, Business Strategy, Team Building, Treasury Management, Operations Management, Program Management, Electronic Payments, Debit Cards, Portfolio Management, Retail Banking, Team Leadership, Project Portfolio..., Operational Risk, Outsourcing, Payment Card Processing, Commercial Banking, Financial Institutions, Commercial Lending
Education
Seton Hall University 1966 — 1970
Bachelor of Science (BS), Marketing and Sales Management
Mountain High School 1963 — 1966
High School Diploma, College Prep Courses
JPMorgan Chase
Skills
Customer Service, Access, Management, Training, Credit, Outlook, Microsoft Excel, Banking, Team Building, Loans, Microsoft Office, PowerPoint, Strategic Planning, Sales, Change Management, Team Leadership, Financial Services, Microsoft Word, Customer Satisfaction, Budgets
Education
Shaw University
Bachelor's degree, Mass Communication/Media Studies
University of Phoenix
Master of Business Administration (MBA), Business Administration and Management, General
Raymond James & Associates February 2007 - Present
European Securities NetworkNew York, NY October 2005 - February 2007
JPMorgan Chase April 2005 - October 2005
Quest Partners,LLC June 2004 - January 2005
Skills
Series 7, Series 63, Excel, Securities, Risk Management, Securities Lending, Equities, Microsoft Excel, Capital Markets, ETFs, Financial Markets, Hedge Funds, Trading
Education
Seton Hall University
Bachelor of Arts (B.A.), Political Science