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
CohnReznick LLP October 2014 - Present
JPMorgan Chase July 2013 - September 2014
JPMorgan Chase October 2012 - July 2013
China Grill Management August 2010 - July 2013
Skills
Customer Service, Communication, Sales, Organization, Time Management, Teamwork, Problem Solving, Multitasking Skills, People Skills, Cash Handeling, Computers, Balance Sheet, Payroll, Leadership, Food, PowerPoint, Accounting, Financial Analysis
Education
Baruch College 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
J.P. Morgan December 2009 - Present
JPMorgan Chase September 2000 - December 2009
Chase Bank April 1996 - 2000
Chemical Bank December 1983 - March 1996
Skills
Cash Management, Financial Services, Banking, Financial Analysis, Credit Cards, Relationship Management, ACH, Treasury Management, Business Analysis, Vendor Management, Analysis, Microsoft Office, Microsoft Excel, CRM, Customer Service, Leadership
Education
Baruch College 1986 — 1990
Bachelor of Business Administration (BBA), Marketing
Borough of Manhattan Community College 1983 — 1985
Associate of Arts and Sciences (AAS), Banking and Finance
China Merchants Bank October 2014 - April 2015
Grant Thornton LLP June 2014 - July 2014
Ladder Up February 2014 - April 2014
HSBC December 2011 - June 2012
JPMorgan Chase June 2009 - December 2011
Skills
Analysis, Financial Analysis, Accounting, Regulatory Compliance, Customer Service, Forecasting/Analysis, Problem Resolution, Strategic Financial..., Financial Products and..., Finance, Investments, Banking, Credit, Management, Relationship Management, Insurance, Mutual Funds, Financial Advisory, Financial Planning
Education
DePaul University 2013 — 2014
Master of Science (M.S.), Accounting, 3.49
Baruch College 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Credit Suisse May 2015 - Present
JPMorgan Chase July 2011 - April 2015
Tengrade, Inc. June 2013 - August 2013
Jo-Ann Stores, Inc. October 2008 - July 2011
Kmart Corporation October 2007 - September 2008
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Money Management, Sales, Referrals, Customer Service, Customer Satisfaction, Market Research, Social Media, Blogging, Event Planning, Facebook, Financial Analysis, Leadership, Management, Marketing, PowerPoint, Research, Time Management
Education
City University of New York-Baruch College 2010 — 2014
Bachelor's degree, Marketing Managment
Ernst & Young November 2012 - Present
JPMorgan Chase May 2005 - October 2012
Deloitte Consulting April 2004 - May 2005
iGATE (formerly Patni Computer Systems) September 2001 - April 2004
Skills
Credit Risk, Fixed Income, OTC Derivatives, Liquidity Risk, System Design, Data Modeling, Project Management, Budget Process, Project Estimation, Scope Management, System Architecture, Derivatives, Vendor Management, Equities, Financial Services
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
MBA, Finance
University of Mumbai 1997 — 2001
Engineering, Electronics
JPMorgan Chase January 2013 - Present
JPMorgan Chase June 2008 - December 2012
JPMorgan Chase March 2002 - June 2008
Skills
Commercial Banking, Commercial Lending, Credit, Loans, Investments, Portfolio Management, Financial Analysis, Banking, Credit Analysis, Credit Risk, Cash Management, Mortgage Lending, Retail Banking, Small Business Lending, Treasury Management
Education
DeVry University 2005 — 2009
MBA, Accounting
Baruch College 1999 — 2003
BBA, Finance
JPMorgan Chase 2013 - Present
JPMorgan Chase 2011 - 2013
Skills
Financial Analysis, Accounting, Finance, Financial Accounting, Microsoft Excel, Access, Financial Reporting, Microsoft Office, Banking, PowerPoint, Microsoft Word, Outlook, Spreadsheets, Tax, Auditing, Account Reconciliation, Budgets, Payroll, Accounts Receivable, Accounts Payable, Business Analysis, Analysis, Bloomberg, General Ledger, Internal Controls, Cash Flow, Corporate Finance, Investments, GAAP, Tax Preparation, Customer Service, Sarbanes-Oxley Act, Small Business, Cost Accounting, AML
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
Bachelor of Business Administration (BBA), Accounting (150 Credits Eligible)
Suffolk County Community College 2008 — 2010
AAS, Business Administration
JPMorgan Chase - Chase Auto Finance 1998 - Present
J.P. Morgan Chase - Chase Automotive Finance Corporation 1998 - Present
JP Morgan Chase 1998 - Present
J P Morgan Chase 1998 - Present
JPMorgan Chase March 1989 - Present
Education
Baruch College, City University of New York (CUNY) 1980 — 1985
Capco January 2014 - Present
COUNCIL ON AMERICAN-ISLAMIC RELATIONS CAIR-NEW YORK June 2013 - October 2013
Baruch College Admissions February 2013 - July 2013
Performance of a Lifetime February 2013 - May 2013
JPMorgan Chase July 2012 - August 2012
JPMorgan Chase July 2011 - August 2011
Skills
Microsoft Word, PowerPoint, iMovie, Microsoft Excel, Organizational skills, Research Skills, Business Communications, Teamwork, Team Leadership, Forecasting, Bilingual, Data Entry, Social Media Marketing, Research, Finance, Project Management, Accounts Payable, Management, Accounts Receivable, Data Analysis, Social Networking, Access, Time Management, Microsoft Office
Education
Baruch College 2009 — 2013
Bachelor's degree, Business Administration, Management and Operations
Toastmasters
JPMorgan Chase May 2014 - Present
New York Cruise Lines, Inc. April 2013 - April 2014
Mangan & Ginsberg, LLC January 2012 - March 2013
Neuromatters LLC November 2011 - February 2012
Temple Israel of the City of NewYork December 2010 - October 2011
Skills
Accounting, Account Reconciliation, QuickBooks, Auditing, Invoicing, Financial Statements, Internal Audit, Peachtree, Budgets, Data Entry, Software Documentation, Expenses, Management, Financial Reporting, Employee Benefits, Accounts Receivable, Accounting Applications, General Ledger, Payroll, Financial Accounting, Deltek, Accounts Payable, Financial Analysis
Education
Binghamton University
Master of Business Administration (MBA), Business Administration, Management and Operations
City University of New York-Baruch College 2008 — 2012
BBA in Accountancy, Accounting
Saint Andrew's High School
Business/Commerce, General
JPMorgan Chase October 2012 - Present
HSBC March 2008 - September 2012
BNY Mellon 2006 - 2008
Education
Baruch College 2000 — 2005
Bachelor of Business Administration (BBA), Accounting
Barclays April 2015 - Present
AXA US May 2010 - April 2015
AXA Equitable September 2008 - May 2010
JPMorgan Chase November 2007 - September 2008
BNY Mellon May 2006 - November 2007
Century 21 Department Stores June 2004 - May 2006
Skills
Innovative, Detail Oriented, Microsoft Excel, Financial Services, Microsoft Word, Creative Problem Solving, PeopleSoft, FINRA, Fluent Spanish, Creative Services, Data Entry, Outlook, Event Planning, Management, Customer Service, Organizational..., SIRCON, Strategic Planning, Microsoft Publisher, Process Improvement, Eye for Details, Adobe Acrobat, Social Media, Styling, Social Networking, Analytics, Cross-functional Team..., AML, Motivated self-starter, MS Word, MS Excel, MS..., MS Outlook, Communication, Highly Organized, MS Publisher, Access, Investments
Education
Baruch College 2004 — 2008
Bachelor's Degree
High School of Telecommunications, Arts, & Technology 2001 — 2004
High School Diploma
Wells Fargo Home Mortgage July 2014 - Present
JPMorgan Chase July 2010 - July 2014
The Northpoint Group January 2005 - June 2010
Skills
Training, Coaching, Quality Assurance, Fixed Income Analysis, Customer Satisfaction, Compliance, Credit Analysis, Pipeline Management, Customer Service, Banking
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
Bachelor’s of Science, Finance and Investments
Universidad APEC 1998 — 2003
Bachelor’s of Science, Business Administration and Management, General
JPMorgan Chase April 2014 - Present
JPMorgan Chase September 2011 - March 2014
JPMorgan Chase July 2010 - September 2011
Skills
Hedge Funds, International..., Middle Office, Securities Lending, Investment Banking, Bloomberg, Equilend, DTC, Capital Markets, Fixed Income, Investments, Bonds, Prime Brokerage, Interest Rate Risk..., Equities, Finance, Trading, Management, Mutual Funds, Financial Risk, Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2014 — 2017
Master of Business Administration (MBA), Finance
Rutgers University 2005 — 2009
Bachelor of Science (B.S.), Finance
Solomon Schechter Westchester High School 2001 — 2005
High School
Morgan Stanley August 2015 - Present
JPMorgan Chase January 2014 - August 2015
New York Hospital Queens February 2015 - May 2015
Food plus Supermarket July 2012 - January 2014
Food Plus Supermarket July 2008 - July 2012
Krentsel & Guzman, LLP September 2010 - January 2011
Skills
Customer Service, Microsoft Excel, Teamwork, Cashiering, Microsoft Word, Microsoft Office, PowerPoint, Store Management, Retail, Merchandising, Human Resources, Inventory Management, Time Management, Sales, Customer Satisfaction, Retail Sales, Visual Merchandising, Cash Register, Data Entry, Translation, Spanish, Cash Handling
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Bachelor's Degree, Human Resources Management, 3.6
Queensborough Community College 2010 — 2012
Associate's Degree, Business Administration (Accounting and Marketing), 3.5
J.P. Morgan June 2014 - Present
JPMorgan Chase September 2011 - June 2014
JPMorgan Chase March 2010 - August 2011
IDT Corporation February 2008 - June 2008
Israel Defense Forces March 2002 - March 2005
Skills
Microsoft Office, Microsoft Word, Public Speaking, Logistics, Financial Modeling, Analysis, Financial Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2015
MBA, Finance and Real Estate
Ben-Gurion University, Israel 2006 — 2009
BA, Business Administration; Finance and Accounting
JPMorgan Chase March 2006 - Present
Bear Stearns Co. September 1994 - March 2006
The Depository Trust & Clearing Corporation September 1987 - September 1987
New York City Board of Education March 1985 - September 1987
Skills
COBOL, COBOLII, SQL, Fortran, Assembler, Core Dossier, JCL, Full SDLC
Education
City University of New York-Baruch College 1986 — 1987
MBA, B+
New York University 1984 — 1985
Computer Programming on Mainframe - Certificate, Cobol and JCL
University of Bucharest 1970 — 1974
Master in Physics, Physics
Math and Physics High School 1967 — 1970
Bacaloreat
JPMorgan Chase & Co. September 2014 - Present
JPMorgan Chase August 2011 - September 2014
JPMorgan Chase July 2008 - August 2011
Skills
Financial Modeling, Financial Analysis, Finance, Corporate Finance, Real Estate, Vendor Management, Financial Reporting, Process Improvement
Education
City University of New York-Baruch College
Finance & Investments
JPMorgan Chase May 2013 - Present
Chase January 2012 - May 2013
Chase November 2009 - December 2011
AXA Advisors June 2008 - September 2008
Skills
Customer Service, Research, Outlook, Strategic Planning, Coaching, Analysis, Teamwork, Financial Analysis, Leadership, Management, Team Leadership, Team Building, Time Management, Data Analysis, Customer Satisfaction, Business Planning, Strategy, Finance, Banking, Sales, Retail Banking, Credit, Relationship Management
Education
Baruch College 2005 — 2010
Bachelor of Business Administration (BBA), Finance and Investments
Penn State University
MS in Human Resource And Employment Relations, Human Resources Management
JPMorgan Chase January 2014 - Present
C&S International Insurance Brokers, Inc. 2011 - 2014
Deutsche Bank 1995 - 2008
Citibank 1987 - 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Administrative..., Editing, Access, Data Entry, Time Management, Spreadsheets
Education
Baruch College
Kingsborough Community College
Associate of Arts and Sciences (AAS)
TREES FOR LIFE INTERNATIONAL INC May 2011 - Present
JPMorgan Chase September 1997 - May 2011
Citi August 1982 - July 1997
Skills
Banking, Credit, Accounting, Risk Management, Funding, Financial Analysis, Strategic Financial..., Cash Management, Credit Analysis, Credit Risk, Investments, Finance, Retail Banking, Financial Risk, Credit Cards, Small Business Lending
Education
Geico Financial 2002 — 2003
Brokerage
Baruch College 1979 — 1981
ASSOCIATE, 2 YR
JPMorgan Chase March 2013 - Present
Citco Fund Services July 2009 - March 2013
Citco Fund Services November 2004 - July 2009
Thomson Financial 1996 - 1998
Skills
Valuation, Project Management, Performance Measurement, Fund Accounting, Hedge Funds, Mutual Funds, Equities, Fund Administration, Fund Of Funds, Alternative Investments, Middle Office, CDS, Swaps, Bloomberg, Fixed Income, Derivatives
Education
City University of New York-Baruch College - Zicklin School of Business 1998 — 2000
Master of Business Administration (MBA), Finance
Baruch College 1994 — 1996
Bachelor of Business Administration (BBA), Economics
University Of Technology 1989 — 1993
Diploma, Finance and Investments
Kingston College 1982 — 1987
High School Diploma
Goldman Sachs August 2012 - Present
Barclays Capital March 2007 - August 2012
JPMorgan Chase August 2004 - March 2007
Morgan Stanley June 2003 - May 2004
Skills
Capital Markets, Investment Banking, Legal Advisory, Portfolio Management, Debt Restructuring, Corporate Law, Private Equity, LBO, Fixed Income, DIP Financing, Leveraged Finance, Financial Modeling, Distressed Debt, Credit Risk, Equities, Securities, Alternative Investments, Structured Products, Credit Derivatives, Valuation, Securitization, Derivatives
Education
Brooklyn Law School 2008 — 2012
JD, Corporate Law
JPMorgan Chase 2004 — 2004
JPMorgan Chase Credit Training
City University of New York-Baruch College - Zicklin School of Business 2000 — 2004
BBA, Macaulay Honors Program (magna cum laude)
Università per Stranieri di Siena 2003 — 2003
Study Abroad Program
MetLife 2006 - 2010
Metropolitan Life Insurance Company 2005 - 2009
Major Oak Consulting 2006 - 2007
JPMorgan Chase 1982 - November 2005
J P Morgan Chase 1982 - 2005
JPMorgan Chase 1982 - 2005
JPMorganChase 1982 - 2005
Chase 1982 - 2005
Manufacturers Hanover Trust Company/Chemical Bank 1982 - 2005
COMVESTRIX Corp. 1501 Broadway, NY, NY 1979 - 1981
Skills
Banking, Process Improvement, Program Management, PMO, Risk Management, Vendor Management, Business Analysis, Management, Strategic Planning, SDLC, Change Management, Financial Services, Portfolio Management, Business Process..., Software Project..., Project Portfolio..., IT Strategy, Governance, CRM, Outsourcing
Education
Baruch College, City University of New York (CUNY) 1978 — 1982
FT HAMILTON HIGH SCHOOL 1975 — 1977
HIGH SCHOOL
JPMorgan Chase May 2014 - Present
Kapitall September 2013 - May 2014
Friends of Austin Shafran June 2013 - September 2013
New York Life Insurance Company August 2012 - May 2013
CUNY University Student Senate November 2011 - November 2012
Undergraduate Student Government - Baruch College June 2011 - July 2012
Allen Partners October 2010 - October 2011
Undergraduate Student Government - Baruch College October 2010 - June 2011
Baruch Grassroots June 2010 - June 2011
Education
City University of New York-Baruch College 2007 — 2012
Bachelor of Arts (B.A.), Economics, Political Science
E*TRADE Financial Corporation April 2014 - Present
JPMorgan Chase March 2012 - April 2014
American Express August 2010 - March 2012
HSBC December 2007 - August 2010
Citigroup 2001 - 2007
Skills
Mobile Product..., Digital Marketing, Digital Business..., Online Acquisition, Online Advertising, Digital Strategy, Mobile Payments, Digital Capabilities, Online User Experience, Mobile User Experience, Agile Project Management, Online/Mobile Offers, Customer Relationship..., Email Marketing, Enterprise Architecture, Digital Analytics &..., Integrated Marketing, Customer Research, Digital Infrastructure, User Experience, Cross-functional Team..., Analytics, Mobile Internet, E-commerce, Mobile Devices, CRM, Direct Marketing, Strategy, Segmentation, Interactive Marketing, Financial Services, Web Analytics, Mergers & Acquisitions, Customer Acquisition, Enterprise Software, Product Management, Leadership, Database Marketing, Strategic Partnerships, Brand Development
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
MBA, Marketing
The George Washington University 1996 — 2001
Bachelor of Science (B.S.), Biology
Savoy Bank July 2014 - Present
JPMorgan Chase October 2012 - July 2014
JPMorgan Chase June 2010 - October 2012
InterContinental Capital Group February 2010 - June 2010
East Coast Capital September 2007 - February 2010
Green Point Mortgage April 2006 - September 2007
First Fidelity Mortgage Group 2005 - 2006
Skills
Mortgage Lending, Loans, Investments, Finance, Investment Properties, Financial Risk, Valuation, Investors, Commercial Real Estate, Loan Servicing, Analysis, Financial Analysis, Loan Origination, Underwriting, Mortgage Marketing, Banking, Residential Mortgages, Credit, Mortgage Banking, FHA, Referrals, Refinance, Credit Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2001 — 2004
Bachelor's degree, Entrepreneurial Management and Finance
RB International Finance May 2015 - Present
RB International Finance February 2015 - Present
Sharek LLC October 2013 - April 2014
JPMorgan Chase August 2012 - August 2013
Syncredible Agency Ltd February 2012 - June 2012
Schneider Trading October 2011 - December 2011
SACE S.p.A. December 2010 - November 2011
University of Rome "La Sapienza" April 2011 - August 2011
Skills
Asset Based Lending, Collateral, Microsoft Excel, Accounting, C++, Stock Research, SQL Server Management..., Business Analysis
Education
City University of New York-Baruch College 2013 — 2013
Pre-MFE Program in Advanced Calculus, Non-linear Algebra, C++, Probability Theory, Pre-MFE Program
St. Mary’s University College, Twickerham 2012 — 2013
Post Graduate Certificate in Higher Education, International Business Practice, Pass
Università degli Studi di Roma 'La Sapienza' 2009 — 2011
Master's degree, Industrial and Engineering Management
University of Rome "SAPIENZA" 2005 — 2008
Bachelor's degree, Industrial and Engineering Management
NYC Health and Hospitals Corporation 2008 - Present
Urban Hoops and Dreams 2004 - Present
Random Company 2014 - 2015
Goldman Sachs 2006 - 2008
Valuation Research Corporation 2005 - 2006
Credit Suisse 2002 - 2003
BNP Paribas Securities 2001 - 2002
JPMorgan Chase 1999 - 2001
Skills
PowerPoint, Microsoft Word, Financial Accounting, Business Analysis, QuickBooks, Financial Modeling, Medicare, Sarbanes-Oxley Act, Visio, Training, Leadership, Valuation, Management, Analysis, Data Analysis, Entrepreneurship, Financial Analysis, Financial Reporting, Marketing Strategy, Microsoft Excel, Finance
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (M.B.A.)
Xaverian High School
Yale University
Bachelor of Arts (BA)
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates November 2000 - Present
NYC Sheriff's Office January 1998 - Present
City University of New York April 1994 - January 1998
JPMorgan Chase April 1992 - April 1994
US Army September 1984 - January 1992
Skills
Enforcement, Private Investigations, Internal Investigations, Military Justice, Investigation, Fraud, Criminal Justice, Patrol, Law Enforcement, Criminal Investigations, Physical Security, Security Management, Surveillance, Criminal Law, Executive Protection
Education
Baruch College, City University of New York (CUNY) 1995 — 1997
Accounting
Borough of Manhattan Community College 1992 — 1995
Accounting, Accounting
Morgan State University 1982 — 1984
Urban Studies
Acacia Network January 2012 - Present
TGM ASSOCIATES LP May 2001 - July 2011
JPMorgan Chase September 1994 - May 2001
Skills
Employee Benefits, HRIS, Recruiting, HR Policies, Human Resources, Benefits Administration, ADP Payroll, Employee Relations, Resume Writing, Talent Acquisition, Talent Management, Applicant Tracking..., New Hire Orientations, Outlook, Deferred Compensation, Onboarding, College Recruiting
Education
Baruch College 1993 — 1997
BBA, Business Administration
JPMorgan Chase Bank N.A. March 2011 - Present
JPMorgan Chase September 2009 - March 2011
Commerce One Financial May 2009 - August 2009
First Investors Corporation January 2008 - May 2008
Adam+Eve October 2007 - January 2008
CIT June 2007 - October 2007
cambridge life agency inc January 2005 - September 2005
Education
Baruch College 2005 — 2008
Bachelor of Business Administration (BBA), Finance
eFront April 2015 - Present
Crystal & Company May 2012 - January 2014
JPMorgan Chase December 2010 - May 2012
Lighthouse Financial Group, LLC December 2008 - September 2010
North Central Bronx Hospital July 2006 - August 2007
Skills
Risk Management, Insurance, Banking, Private Equity, Financial Services, Portfolio Management, Due Diligence, Investments, Marketing, Finance, Treasury, Property & Casualty..., Loans, Employee Benefits
Education
Baruch College 2007 — 2010
Baruch College, City University of New York (CUNY)
KPMG US July 2015 - Present
KPMG US October 2013 - June 2015
KPMG June 2012 - January 2013
JPMorgan Chase October 2011 - October 2011
Euro RSCG Worldwide PR March 2011 - August 2011
KPMG May 2011 - May 2011
Queensborough Community College August 2009 - December 2009
NT Service December 2008 - April 2009
Skills
Auditing, PowerPoint, Account Reconciliation, Internal Controls, Accounting, Financial Statements, General Ledger, Internal Audit, QuickBooks
Education
City University of New York-Baruch College 2010 — 2013
Bachelor with 150 credits, Accounting and minor in Mathematics
JPMorgan Chase June 2012 - Present
Diversified Global Solutions / Babyfair Inc. June 2010 - August 2011
Prudential Douglas Elliman June 2009 - June 2010
B2X Corporation March 2006 - January 2009
Yanbian Chenguang International Economic Trade September 2005 - February 2006
Skills
Bloomberg Terminal, Reuters, Microsoft Excel, Analytical Skills, Critical Thinking, Valuation, Financial Modeling, Finance, Microsoft Word, Corporate Finance, Financial Accounting, Financial Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
MBA, Finance, 3.82
Yanbian University of Science & Technology 2001 — 2005
Bachelor of Arts, International Economics & Trade, 3.43
Aon Hewitt April 2014 - Present
Aon Hewitt August 2013 - Present
Baruch College April 2009 - Present
Baruch College August 2008 - Present
Sandra Hartog & Associates February 2012 - September 2013
Fisher Rock Consulting 2013 - 2013
HR Assessment & Development 2009 - 2013
JPMorgan Chase 2012 - 2012
Skills
SPSS, Talent Management, Data Analysis, Psychology, Statistics, Individual Assessment, Training, Performance Management, Research, Teaching, Qualitative Research, Psychometrics, PowerPoint, Job Analysis, Microsoft Office, Survey Design, Survey Research, Research Design, Analysis, Employee Engagement, Exit Surveys, LISREL, Organizational Behavior
Education
City University of New York-Baruch College 2008 — 2014
PhD in process, Industrial/Organizational Psychology
The Graduate Center, CUNY 2008 — 2014
Master of Philosophy (M.Phil.), Industrial/Organizational Psychology, 3.9 GPA
Baruch College 2008 — 2014
Master of Science (M.S.), Industrial/Organizational Psychology, 3.9 GPA
City University of New York City College 2004 — 2008
BA, Psychology
Lincoln High School
JPMorgan Chase March 2014 - Present
OppenheimerFunds May 2012 - February 2014
Northern Trust June 2009 - May 2012
Citigroup Alternative Investments July 2008 - June 2009
Viteos Capital Market Services Ltd. May 2007 - June 2008
DataSynapse January 2007 - June 2007
Skills
Hedge Funds, Alternative Investments, Corporate Finance, Valuation, Due Diligence, Program Management, Operations Management, Business Process..., Financial Analysis, Financial Reporting, Financial Modeling, Financial Services, Legal Documents, Service Level Agreements, Vendor Management, GIPS Compliance, Research, NAV, Financial Audits, Product Development, Budgets, Financial Forecasting, Feasibility Studies, P&L Management, Risk Management, Mutual Funds, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Finance
University of Mumbai 2003 — 2005
Masters, International Finance
University of Mumbai 2000 — 2003
Bachelor of Business Administration, Accounting and Marketing
JPMorgan Chase September 2013 - Present
Hunter College April 2011 - Present
Dish network October 2012 - August 2013
Guy and Gallard August 2006 - December 2011
Trio Internationl inc July 2004 - July 2006
Skills
Fluent in Hindi,..., Microsoft Office, PowerPoint, Microsoft Excel, Data Entry, Research, Microsoft Word, File Management, Outlook, Office Administration, Customer Service, SPSS, Inventory Management, Process Scheduler, Administrative..., Access, English, Office Management, Workshop Facilitation, Event Planning, Spanish
Education
Baruch College 2005 — 2010
BBA, Operations Management
Baruch College, City University of New York 2005 — 2010
Bachelor's, Operations Management
LaGuardia College, City University of New York 2000 — 2004
Associate's, Computer Information Systems and Network; Applied Science
Laguardia Community College 2000 — 2004
AAS, Cis Networking
JPMorgan Chase July 2008 - Present
Skills
Tax Accounting, Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Financial Services, Income Tax, Financial Statements, Tax
Education
St. Francis College 2004 — 2008
Bachelor of Science, Business Management, Accounting
City University of New York-Baruch College - Zicklin School of Business
MS, Taxation
JPMorgan Chase January 2013 - Present
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, Bloomberg, Risk Management, Financial Services, Finance, Financial Modeling, OS X, Accounting, iPhone, PowerPoint, Social Media, Public Speaking, Customer Service, Management
Education
Baruch College, City University of New York (CUNY) 2010 — 2012
Regalii 2012 - March 2013
Federal Reserve Bank of New York June 2012 - August 2012
ClearBridge Advisors 2008 - 2011
JPMorgan Chase 2006 - 2008
Skills
Financial Modeling, Bloomberg, Financial Analysis, Valuation, Capital Markets, Corporate Finance, Investments, Consulting, Financial Services, Finance, Structured Finance, Strategy, Portfolio Management, Equities
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Grade Non-Disclosure
Colegio de España 2005 — 2005
Study Abroad
Baruch College, City University of New York (CUNY) 2001 — 2005
B.B.A, Finance & Investments
JPMorgan Chase September 2012 - Present
JP Morgan Chase 2008 - September 2012
Skills
Banking, Commercial Banking, Retail Banking, Lines Of Credit, Relationship Management, Financial Services, Branch Banking, Cash Management, Risk Management, Loans
Education
Baruch College 2007 — 2012
Bachelor of Business Administration (BBA), Finance
EY May 2013 - Present
Siegfried Group LLC October 2010 - May 2013
JPMorgan Chase January 2008 - May 2010
PwC August 2006 - December 2007
Skills
Financial Analysis, GAAP, Internal Audit, Account Reconciliation, Financial Audits, External Audit, Finance, Consolidation, Assurance, QuickBooks, Certified Public..., Real Estate, Financial Reporting, Fund Accounting, REITs, Private Equity Funds, Auditing, Financial Services, CPA
Education
Baruch College 2002 — 2006
Bachelor of Business Administration
J.P. Morgan August 2015 - Present
J.P. Morgan August 2014 - Present
JPMorgan Chase February 2013 - July 2014
Pediatrics and Adolescent Medicine P.C. August 2009 - January 2013
Skills
Microsoft Excel, Staff Development, Asset Management, Global Business..., Business Analysis, Finance, Financial Analysis, Leadership, Organizational..., Portfolio Management, Risk Management
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
BBA, Finance and Investnment
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
Bachelor's degree, Finance and Investments
JPMorgan Chase February 2010 - Present
Skills
Finance, Credit, Series 6, Investments, Mortgage Lending, Strategic Financial..., Relationship Management, Mutual Funds, Financial Analysis, Series 63, Fixed Annuities, Loans, Retail Banking, Wealth Management, Private Banking, Consumer Lending, Retirement Planning, Investment Banking, Banking
Education
Baruch College, City University of New York (CUNY)
Bachelor's degree, Economics
Borough of Manhattan Community College 2010 — 2013
Associate's degree, Business Administration and Management, General
State University of New York College at Buffalo 2007 — 2008
none, International Business
BNY Mellon 2014 - Present
Morgan Stanley 2013 - 2014
Citigroup 2009 - 2013
JPMorgan Chase 2006 - 2008
CIBC 2000 - 2006
Skills
Derivatives, Fixed Income, SDLC, Financial Risk, Business Intelligence, Finance, Portfolio Management, Valuation, Trading, Access, User Acceptance Testing, Financial Reporting, Credit, Investments, Program Management, Account Reconciliation, Credit Derivatives, Back Office
Education
Baruch College, City University of New York (CUNY)
B.B.A, Accounting
JPMorgan Chase February 2011 - Present
Skills
Banking, Credit, Financial Analysis, Loans, Investments, Mortgage Lending
Education
Baruch College
Finance and Investment
JPMorgan Chase
Skills
Customer Service, Management, Microsoft Office, Sales
Education
Baruch College, City University of New York (CUNY)
RBC Capital Markets April 2015 - Present
JPMorgan Chase September 2013 - April 2015
JPMorgan Chase June 2011 - August 2013
JPMorgan Chase June 2010 - June 2011
SMBC-CM July 2009 - June 2010
Accounting and Tax Services, LLC October 2008 - April 2010
Skills
Finance, Financial Analysis, Capital Markets, Investments, Private Equity, Financial Modeling, Microsoft Excel, Accounting, Bloomberg, Microsoft Office, Corporate Finance, Valuation, Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Belarus State Economic University 2002 — 2004
Bachelor's degree, Marketing
ExperisNL May 2012 - Present
PwC January 2011 - September 2011
JPMorgan Chase July 2005 - July 2010
Chase Bank September 2000 - July 2005
Chase Bank July 1986 - June 2000
Chemical Bank August 1983 - July 1986
Skills
Process Improvement, Project Management, Team Leadership, Team Building, Customer Service, Analysis, Coaching, Teamwork, Troubleshooting, Business Analysis, Security, Customer Satisfaction
Education
Baruch College, City University of New York (CUNY) 1981 — 1986
BBA, Computer Science, Accounting
The Chubb Institute 1999 — 2000
Certification, Tech Support
LOOKSIMA June 2012 - Present
JPMorgan Chase May 2011 - May 2012
Sumitomo Mitsui Banking Corporation January 2011 - May 2011
Skills
Financial Analysis, Microsoft Excel, Accounting, Financial Reporting, PowerPoint, Microsoft Word, Fashion, Human Resources, Business Development, Communication, Financial Modeling, Analysis, Retail, Capital Markets, Team Leadership, Marketing, Corporate Finance
Education
City University of New York-Baruch College 2007 — 2012
Bachelor of Business Administration (BBA), Accounting
Shelby Consulting 2010 - Present
JPMorgan Chase 2008 - 2010
BNY Mellon 2005 - 2007
Skills
Interpersonal Skill, Open Minded, Social Skills
Education
New York University, Stern School of Business 2001 — 2005
Master's degree, Business/Managerial Economics
Baruch College 1999 — 2001
Bachelor's degree, General Studies
Hudson Valley Bank January 2012 - June 2015
Capital One September 2007 - December 2011
JPMorgan Chase 2002 - 2007
BNY Mellon 1982 - 2003
Skills
Cash Management, Construction Loans, Treasury Management, Credit Risk, Portfolio Management, Branch Management, Consumer Lending, Risk Management, Financial Analysis, AML, Finance, Private Banking, Investments, Branch Banking, Mortgage Banking, Relationship Management, Financial Services, Budgets, Management, Deposits, Customer Acquisition, Credit Cards, Payments, Bonds, Fixed Income, Mutual Funds, Merchant Services, Wealth Management, Operational Risk, Core Banking, Residential Mortgages, Business Relationship..., Securities, Series 63, Series 7
Education
Baruch College 1982 — 1987
Bachelor of Business Administration (BBA), Statistics
JPMorgan Chase November 2012 - Present
InfoTech Solutions for Business December 2010 - May 2012
HSBC Securities (USA), Inc March 2006 - November 2009
Standard Chartered Bank August 2004 - March 2006
Union Bank of California, N.A. July 2001 - August 2004
Citibank January 2000 - July 2001
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
Bachelor of Business Administration (B.B.A), Economics
JPMorgan Chase July 2012 - Present
PwC January 2012 - May 2012
IBM August 2011 - January 2012
JPMorgan Chase June 2011 - August 2011
New York City Department of Buildings April 2008 - June 2011
The Burgiss Group February 2011 - May 2011
Skills
Analysis, Essbase, Investment Banking, Finance, Financial Modeling, Financial Risk, Financial Analysis, Corporate Finance, Bloomberg, Valuation, Fixed Income, Portfolio Management, Equities, Capital Markets, Financial Reporting, Private Equity, Derivatives, Hedge Funds, VBA, Bloomberg Terminal, Due Diligence, Financial Markets, Asset Management
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
BBA, Finance
National University of Science and Technology 2005 — 2006
BS, Information and Communication Systems Engineering
JPMorgan Chase March 2014 - Present
Birch Family Services February 2014 - March 2014
LVI Services, Inc. September 2013 - December 2013
SumZero, Inc. June 2013 - August 2013
Camelot Realty Group February 2013 - May 2013
LaGuardia Community College, Center for Teaching and Learning August 2010 - February 2013
LaGuardia Community College August 2010 - January 2011
Skills
Higher Education, Data Analysis, PowerPoint, QuickBooks, Research, Accounts Payable, Accounts Receivable, Programming, Technology, Viewpoint, Financial Analysis, Accounting, Microsoft Excel, General Ledger, Non-profits, Financial Accounting, Access
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
Master of Science (MS), Computer Information System (CIS)
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Mathematics, Cum Laude
Laguardia Community College 2009 — 2011
Associate of Science (A.S.), Accounting, Magna Cum Laude
Neuberger Berman April 2014 - Present
Sidoti & Company, LLC May 2010 - June 2013
Office of the Comptroller of the Currency May 2008 - May 2009
JPMorgan Chase June 2005 - May 2009
UBS May 2005 - September 2005
Skills
Series 7, Series 63, NYS Notary Public, Equities, Private Equity, Smiling, Bloomberg, Investments, Securities, Hedge Funds
Education
Baruch College 2004 — 2009
Bachelor's Degree, Finance and Investments
State University of New York at Albany 2004 — 2004
American Express April 2015 - Present
American Express October 2013 - April 2015
UBS Investment Bank June 2013 - October 2013
Toshiba America, Inc. May 2011 - February 2013
EBNY Financial, LLC September 2010 - February 2011
JPMorgan Chase December 2009 - April 2010
Merrill Lynch May 2009 - August 2009
Skills
Equities, Investments, Portfolio Management, Mutual Funds, Fixed Income, Banking, ETFs, Microsoft Excel, Microsoft Word, Microsoft Office, Series 6, Derivatives, Finance, Financial Analysis, Financial Modeling, Analysis
Education
City University of New York-Baruch College 2010 — 2013
Master, Business Administration; Finance and Investments
Florida Atlantic University 2006 — 2009
Bachelor, Business Administration
Coral Springs High
Millenium Sales and Marketing August 2010 - Present
MMT Sales 2006 - 2009
JPMorgan Chase 2001 - 2006
Skills
Television, Sales, Advertising, Direct Marketing, Customer Service, Social Media Marketing, Microsoft Excel, Marketing Communications, CRM, Outlook, Digital Marketing, Management, Facebook, Social Media, Marketing, Social Networking, Online Advertising, Marketing Strategy, Event Planning, Microsoft Office, PowerPoint
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
Bachelor, Marketing, International Business, Psychology
JPMorgan Chase June 1987 - Present
JPMorgan Chase 2007 - 2013
Skills
Financial Analysis, Product Control, Financial Modeling, Essbase, Series 7, Fixed Income, Credit, Investment Banking, Series 63, Bloomberg, Valuation, Strategic Financial...
Education
City University of New York-Baruch College - Zicklin School of Business 1992 — 1997
Bachelor of Business Administration (BBA), Accounting
JPMorgan Chase
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
Shawmut Design and Construction November 2014 - Present
Ziff Brothers Investments September 1999 - June 2014
JPMorgan Chase May 1995 - November 1997
Ernst & Young September 1992 - October 1995
Skills
Event Planning, Budget, Outlook, Facilities Management, Budgets, Contract Negotiation, Event Management, Leadership, Strategic Planning, Project Management, Project Planning, Negotiation, Training, Operations Management, Management, Hospitality
Education
City University of New York-Baruch College 1986 — 1994
Bachelor of Business Administration (B.B.A.)
JPMorgan Chase March 2014 - Present
Bank of America November 2010 - March 2014
Bank of America March 2009 - November 2010
Merrill Lynch March 2007 - March 2009
Merrill Lynch July 2005 - March 2007
Skills
Project Management, Business Analysis, Six Sigma, PMO, Management, Risk Management, Financial Services, Hedge Funds, Banking, Asset Management, Change Management, Business Process..., Prime Brokerage, Corporate Actions
Education
George Washington University
Associate's Certificate in Project Management
Baruch College, City University of New York (CUNY)
BBA, Finance & Investments
Certified Project Management Professional (PMP), 2009
Certified Six Sigma Green Belt, 2008
Scripps Health October 2013 - Present
Ashland Inc January 2012 - September 2013
Rothschild, Inc. September 2006 - December 2011
JPMorgan Chase December 2001 - March 2006
Scudder Investments July 1996 - July 2001
Skills
Active Directory, Disaster Recovery, Windows Server, Servers, SharePoint, VMware, Troubleshooting, ITIL, Enterprise Architecture, System Administration, Virtualization, Project Management, Windows 7, Microsoft SQL Server, IT Management, SCCM, System Deployment, Data Center, Integration, VMware ESX, Vendor Management
Education
Baruch College, City University of New York (CUNY) 1985 — 1990
Astoria Bank February 2014 - November 2014
Citi October 2011 - September 2013
Federal Home Loan Bank of New York March 2010 - March 2011
Credit Suisse April 2009 - December 2009
Citigroup February 2008 - January 2009
JPMorgan Chase June 2007 - December 2007
Social Security Administration September 2005 - March 2007
Brooklyn College March 2005 - September 2005
Thomson Reuters June 2004 - September 2004
Bull & Bear Consulting (BNBC) February 2004 - May 2004
Skills
Business Analysis, SQL, Requirements Analysis, Vendor Management, SharePoint, Lean Reengineering, Functional..., Business Requirements, Microsoft Visio, User Acceptance Testing, Requirements Gathering, Data Analysis, Business Intelligence, Business Process..., Budget Analysis, Strategic Planning, Encompass Designer, Siebel MRM, Marketswitch
Education
BERNARD M. BARUCH COLLEGE - CUNY 2000 — 2003
B.B.A, 2003; Computer Information Systems
Baruch College, City University of New York (CUNY) 2000 — 2003
B.B.A, Computer Information Systems; Finance and Financial Accounting
JPMorgan Chase February 2013 - Present
JPMorgan Chase March 2010 - Present
Morgan Stanley February 1998 - May 2009
Skills
Leadership Development, Organizational..., Executive Coaching, Organizational..., Talent Management, Succession Planning, Training, Performance Management, Executive Development, Financial Analysis, Asset Management, Onboarding, Management Consulting
Education
Baruch College, City University of New York (CUNY)
Certified Executive Coach
Emory University
BA, Art History
New York University
Masters, Social Work
Carver Federal Savings Bank June 2007 - Present
JPMorgan Chase 1998 - 2007
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
Northern Trust January 2013 - Present
Northern Trust November 2010 - Present
Affiliated Computer Services/Xerox April 2009 - November 2010
Burwood Group January 2008 - February 2009
CNA Insurance January 2007 - December 2007
JPMorgan Chase 2005 - 2006
EMI Music 1997 - 2005
EMI Recorded Music 1997 - 2005
Skills
Data Center, SDLC, Project Management, Management, PMO, Networking, Infrastructure, Information Technology, IT Strategy, Vendor Management, ITIL, IT Management, Enterprise Architecture, SAN, Program Management
Education
City University of New York-Baruch College 1983 — 1987
Computer/Information Technology Administration and Management
First Data Corporation May 2014 - Present
JPMorgan Chase September 2004 - May 2014
JP Morgan Chase November 2002 - August 2004
JP Morgan Chase September 1994 - September 2002
Skills
Talent Management, Employee Engagement, Performance Management, Recruiting, Employee Relations, HR Consulting, Human Resources, Employee Benefits, Career Development, Strategy, Personnel Management, Succession Planning, Interviews, Temporary Placement, Talent Acquisition
Education
Baruch College, City University of New York (CUNY) 1987 — 1989
B.B.A, Industrial Psychology
Two Sigma Investments February 2008 - Present
JPMorgan Chase 1997 - 2006
Skills
Hedge Funds, Equities, Fixed Income, Capital Markets, Alternative Investments, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
JPMorgan Chase & Co. August 2014 - Present
JPMorgan Chase October 2013 - August 2014
JPMorgan Chase November 2009 - October 2013
JPMorgan Chase July 2005 - November 2009
Skills
Fixed Income, Equities, Derivatives, Capital Markets, Bloomberg, Investments, Hedge Funds, Securities, FX Options, Finance, Credit Derivatives, Swaps, Middle Office, Microsoft Excel, Customer Service
Education
Saint John's University - Peter J. Tobin College of Business 2006 — 2008
Master of Business Administration (MBA), Risk Management
Baruch College 2001 — 2004
Bachelor of Business Administration (BBA), Finance and Economics
Exquisite Affairs Productions Inc. June 2006 - Present
JPMorgan Chase January 2004 - November 2007
ING Financial Services LLC 2003 - 2004
Daiwa Securities 1999 - 2004
Skills
Contract Negotiation, Brand Management, Budgets, Risk Management, Financial Analysis, Business Analysis, Event Planning, Financial Services, Strategic Planning, Project Management, Microsoft Excel, Portfolio Management, Managerial Finance, Customer Service, Banking, Forecasting, Microsoft Office, Investments, Mergers, Project Planning, Management, Weddings, Accounting, Business Development, Business Planning, Business Strategy, Corporate Events, Entrepreneurship, Event Management, Hospitality, Market Research, Finance, Social Networking, Social Media Marketing, Start-ups, Strategy, Team Building, Team Leadership, Time Management, Trade Shows
Education
City University of New York-Baruch College - Zicklin School of Business 1999 — 2002
BBS, CIS
State University of New York at Stony Brook 1998 — 1999
Computer Science
Cornell University
MBA
Klik Technologies January 2013 - Present
Union Bank June 2011 - Present
Pitney Bowes Management Services October 2009 - June 2011
JPMorgan Chase December 2007 - August 2009
JPMorgan Chase September 2006 - December 2007
Skills
Salesforce.com, Team Building, Team Leadership, Vendor Management, Performance Management, Management, Leadership, Healthcare, Customer Service, Customer Satisfaction, Banking, Risk Management, Networking, Relationship Management, Onboarding, Time Management, Treasury Management, Process Improvement, Program Management, Data Analysis, Operations Management, Business Process..., Project Management, Business Strategy, CRM, Change Management, Training, Cross-functional Team..., Business Development, Coaching, Strategic Planning
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
MBA, Operations Management
City University of New York-Brooklyn College
BS, Business Management
JPMorgan Chase Vice President Operational Risk, Control and MetricsNomuraAugust 2009 - May 2013
Bank of America August 2008 - August 2009
Merrill Lynch December 2002 - August 2008
Skills
Middle Office, Fixed Income, Operational Risk, Business Management, Data Analysis, Excel, Financial Reporting, Governance, Team Leadership, Operations, Operations Management, PowerPoint, Team Building, Word, Microsoft Excel, Management, Securities, Analysis, Finance, FINRA, Financial Risk, Risk Management, Capital Markets
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
MBA, Finance and International Business
University of Florida - Warrington College Of Business 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Hudson Highland Group December 2008 - Present
Deutsche Bank 2010 - 2010
UBS Investment Bank 2006 - 2008
Royal Bank of Scotland 2004 - 2006
Royal Bank of Scotland 2004 - 2006
JPMorgan Chase 2001 - 2004
TJX August 2001 - November 2001
Education
LaGuardia Community College 2002 — 2007
Associates Degree, International Business Management
Baruch College, City University of New York (CUNY)
Business
Chase Manhattan Bank 2000 - Present
nypd 2000 - Present
american express 2000 - Present
american express 2000 - Present
american express 2000 - Present
JPMOrgan chase 1995 - Present
Chase Manhattan Bank 1995 - Present
JPMOrgan chase 1995 - Present
chase manhattan bank 1995 - Present
chase manhattan bank 1995 - Present
Education
Baruch College, City University of New York (CUNY) 1986 — 2002
Marketing, marketing
Saint John's University 1979 — 1984
mba, law
Queens College 1981 — 1983
J-MEC Ltd October 2008 - Present
JPMorganChase 1996 - 2007
JPMorgan Chase 1996 - 2007
Education
Baruch College, City University of New York (CUNY) 1997 — 2001
BA, Computer/Management Information Systems
Regions Financial Corporation May 2013 - Present
Regions Financial Corporation September 2010 - May 2013
Regions Financial Corporation October 2007 - September 2010
GMAC Commercial Finance November 2004 - October 2007
JPMorgan Chase June 1998 - March 2003
Skills
Underwriting, Loan Origination, Credit, Credit Analysis, Banking, Financial Structuring, Analysis, Valuation, Loans
Education
Baruch College, City University of New York (CUNY) 1995 — 1998
MBA, Finance and Investment Analysis
King's College 1989 — 1993
BS, Business Administration
Voorhees High School 1984 — 1989
Bank of America February 2015 - Present
Banc of America Securities June 2007 - Present
Bank of America 2007 - Present
Bank of America Securities 2007 - Present
BANK OF AMERICA MERRLL LYNCH 2007 - Present
Citigroup 2005 - 2007
JP Morgan Chase 1996 - 2005
JPMorgan Chase 1996 - 2005
JPM Securities Inc 1996 - 2005
JPMorgan 1998 - 2004
Skills
Fixed Income, Credit, Analysis, Risk, P&L, Credit Derivatives, Series 7, Securities, Derivatives, Risk Management, CDO, Middle Office, Bonds, CDS, Interest Rate...
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Statistics & Operations Research and Finance
Baruch College, City University of New York (CUNY) 1989 — 1994
Bachelor of Business Administration (BBA), Accounting and Finance
ED&F Man Capital Markets 2014 - Present
JPMorgan Chase 2011 - 2013
Citigroup February 2006 - September 2011
Deutsche Bank 2004 - 2005
UBS Investment Bank 2002 - 2005
Skills
Capital Markets, Financial Modeling, Equities, Bloomberg, Project Management, Derivatives, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA
Baruch College, City University of New York (CUNY) 1995 — 2000
JPMorgan Chase August 2014 - Present
JPMorgan Chase 2004 - Present
Bear Stearns/JPMorgan Chase May 2004 - March 2008
Skills
Equities, Asset Management, Hedge Funds, Fixed Income, Derivatives, Investment Banking, Finance, Project Management, Bloomberg, Capital Markets, Financial Services, Mutual Funds, Securities, Prime Brokerage, Risk Management
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Finance
Federal Home Loan Bank of Atlanta March 2010 - Present
JPMorgan Chase 2008 - 2009
Bear Stearns September 1997 - March 2008
Industrial Bank of Japan 1993 - 1997
Education
City University of New York-Baruch College
Bachelor of Business Administration (B.B.A.), Business Administration
Goldman Sachs Asset Management October 2010 - Present
Goldman Sachs Asset Management October 2003 - October 2010
JPMorgan Chase November 1999 - October 2003
The Bank of New York August 1998 - November 1999
Education
Baruch College, City University of New York (CUNY) 1993 — 1998
BBA, Human Resources
Morgan Stanley September 2013 - Present
JPMorgan Chase April 2011 - September 2013
Morgan Stanley January 2006 - April 2011
Citi January 2005 - January 2006
UBS Wealth Management 2000 - 2005
Skills
Fixed Income, Trading Systems, Derivatives, Equity Derivatives, Equities, Interest Rate..., Hedge Funds, FX Options, Capital Markets, Sybase, Risk Management, SDLC, SQL, Business Analysis, Java, Credit Derivatives, Quantitative Finance, Unix, Oracle, Market Risk
Education
Baruch College, City University of New York (CUNY)
JPMorgan Chase January 1973 - July 2002
JPMorganChase 1988 - 2002
JPMorgan Chase 1973 - 1988
Education
Saint John's University 1981 — 1985
MBA, Accounting
Baruch College 1971 — 1973
BBA, Accounting
Staten Island Community College 1968 — 1971
AAS, Business
Chase January 2000 - May 2008
JP Morgan Chase 1993 - 2008
JPMorgan Chase 1985 - 2008
Education
Baruch College, City University of New York (CUNY) 1971 — 1974
BA, Computer Science
Emsoga Corp March 2012 - Present
JPMorgan Chase May 2014 - Present
Royal Bank of Scotland May 2012 - February 2014
Bank of America March 2012 - May 2012
Bank of America February 2011 - February 2012
Credit Suisse June 2009 - February 2011
Lehman Brothers April 2007 - November 2008
Citigroup 2003 - 2007
JPMorgan Chase June 2001 - February 2003
RoyalBlue Financial Corp April 2000 - February 2001
Skills
Fixed Income, Capital Markets, Investment Banking, Equities, FX Options, Financial Modeling, Credit Risk, Credit Derivatives, Operational Risk..., Risk Management, Derivatives, Interest Rate..., Equity Derivatives, Financial Services, Business Analysis, Back Office, Financial Risk, Market Risk, Collateral Management, Finance, Credit, Trading Systems, SDLC, Banking
Education
Baruch College, City University of New York (CUNY) 1992 — 1997
BBA, Finance
Stuyvesant HS 1987 — 1991
Kuntaw Kali
HSBC Bank USA NA January 2006 - Present
HSBC Bank USA NA January 2006 - Present
JPMorgan Chase May 1988 - December 2005
Education
Baruch College, City University of New York (CUNY) 1986 — 1989
BBA, Business Administration
Borough of Manhattan Community College 1983 — 1986
AAS, Applied Sciences / Computer Programming
Wells Fargo May 2001 - Present
JPMorgan Chase 1998 - 2001
Nomura Securities 1988 - 1998
Merrill Lynch 1986 - 1988
GGK, LLP 1984 - 1986
Skills
Fixed Income, Corporate Finance, Auditing, Management, Trading, Accounting, Business Analysis, Finance, Wealth Management, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 1979 — 1983
BBA, Public Accounting
J.P. Morgan January 2015 - Present
JPMorgan Chase September 2011 - December 2014
JP Morgan Chase June 2010 - August 2010
UBS Investment Bank August 2006 - July 2009
ADP India January 2005 - August 2006
Convergys India May 2004 - December 2004
GECIS October 2003 - January 2004
Skills
Process Improvement, Financial Modeling, Management, Finance, Investment Banking, Valuation, Bonds, Hedge Funds, Investments, Trading, ERP, Software Documentation, Settlement, Internal Audit, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
MBA, Finance and Economics
Osmania University 2001 — 2004
B Com (Honors), Finance and Management
JPMorgan Chase March 2013 - Present
Anthem, Inc. January 2010 - March 2013
Anthem, Inc. January 2006 - December 2009
Empire Blue Cross Blue Shield September 2002 - December 2005
Prudential Securities January 1999 - June 2002
Prudential Securities January 1995 - January 1999
Education
Baruch College 1983 — 1987
Master of Business Administration (MBA), Business Administration, Management and Operations
Columbia University in the City of New York 1979 — 1983
Bachelor's Degree, Political Science and Government
NYC Dept. of Education 2004 - Present
JPMorgan Chase 1988 - 2002
Chemical/Chase Bank 1982 - 1988
Education
Saint John's University 2008 — 2010
Masters of Library Science
Queens College 2004 — 2006
Masters of Science
Baruch College, City University of New York (CUNY)
Masters of Business Administration
City University of New York-Hunter College
Bachelors of Arts
Citi September 2012 - Present
JPMorgan Chase July 2007 - August 2012
Skills
Underwriting, Banking, Credit Analysis, Loans, Credit Risk, Credit, Financial Analysis, Mortgage Lending, Small Business Lending, Commercial Lending, Commercial Banking, Loan Origination, Consumer Lending, Financial Risk, Mortgage Banking
Education
Saint John's University - Peter J. Tobin College of Business
Master's degree, Accounting
Baruch College, City University of New York (CUNY)
BBA
JPMorgan Chase July 2010 - Present
Citi April 1999 - April 2010
Employers Reinsurance 1993 - 1998
Education
City University of New York-Baruch College
BBA, Accounting
Auction.com November 2014 - Present
Auction.com April 2013 - November 2014
Lynch Daskal Emery LLP April 2011 - March 2013
Somers Law Firm September 2010 - April 2011
Spanish Ministry of Education October 2008 - June 2010
JPMorgan Chase June 2007 - August 2007
Global Learning, Inc May 2005 - June 2005
Skills
International Relations, Spanish, Teaching, Legal Research, Legal Writing, Research, Language Teaching, Italian, Litigation, Civil Litigation, English, Real Estate, Real Estate Transactions, Intercultural..., French, Microsoft Excel, Social Media Marketing, PowerPoint, Social Media, Customer Service
Education
Baruch College, City University of New York (CUNY) 2014 — 2017
Master of Science (MS), Real Estate
Middlebury College 2004 — 2008
Bachelor of Arts, cum laude, International Studies: Spanish, Political Science and Western European Studies
Chatham High School
JPMorgan Chase June 2001 - Present
Citibank 1995 - 2001
Equitable Capital 1987 - 1992
Skills
Hedge Funds, Back Office, Fixed Income, Banking, Mutual Funds, Investments, Derivatives, Equities, Wealth Management, Bloomberg, Fund Accounting, Securities, Middle Office, Process Improvement, Credit, Financial Markets, Investment Banking, Financial Services, Relationship Management, Trading, Global Custody, Treasury Management, Asset Management, Cash Management, Bonds, Capital Markets, Alternative Investments, Financial Analysis, Portfolio Management, Financial Risk, Risk Management, Management, Finance, Investment Management, Settlement, Loans, Series 7, Vendor Management
Education
LIU Brooklyn 1981 — 1985
MBA, Finance
LIU Brooklyn 1981 — 1985
MBA, Finance
Baruch College, City University of New York (CUNY) 1975 — 1980
BBA, Marketing Management
Bethpage Federal Credit Union May 2012 - May 2014
Capital One Bank November 1994 - April 2012
North Fork Bank November 2000 - December 2008
JPMorgan Chase June 1993 - November 1994
Merrill Lynch April 1991 - March 1993
Lehman Brothers February 1988 - April 1991
Education
City University of New York-Baruch College
BBA, Finance and Investments
JPMorgan Chase October 2012 - Present
Morgan Stanley Smith Barney January 2007 - September 2012
Morgan Stanley Smith Barney January 2007 - September 2012
Skills
Series 7, Equities, Alternative Investments, Equity Research, Hedge Funds
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Finance and Investments
JPMorgan Chase December 2010 - Present
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
BNY Mellon September 2013 - Present
JPMorgan Chase November 2011 - April 2013
Alan Ross & Associates July 2010 - November 2011
Barcel Group January 2010 - January 2011
Gold Caviar Seafood Inc July 2006 - September 2009
EMI Music September 2008 - December 2008
Skills
Social Media, Social Media Marketing, Facebook, Customer Service, Empathy, Microsoft Excel, Microsoft Word, Microsoft Office, Quality Control, Data Entry, Management, Copywriting, Real Estate, Event Management, Marketing, New Business Development, Market Research, Sales, Proofreading, Marketing Strategy, Research, Quality Assurance, Outlook, Negotiation, Leadership, PowerPoint, Editing, Publicity, Advertising, Time Management, Public Relations, Software Documentation, Public Speaking, Marketing Communications, Strategic Planning
Education
Baruch College 2005 — 2009
B.A., Corporate Communications
Deutsche Bank AG, New York 2006 - 2013
JPMorgan Chase 2004 - 2006
UBS Investment Bank 2000 - 2004
Thomson Reuters 1997 - 2000
Skills
Business Analysis, IT Strategy, Market Data, Trading Systems, ITIL, Vendor Management, Electronic Trading, Fixed Income, PMP, Investment Banking, Business Intelligence, PMO, Governance, IT Management, SDLC, Risk Management, Derivatives, Money Market, Sybase, SQL, Enterprise Architecture, Software Project..., Disaster Recovery, Requirements Gathering, Project Management, Oracle, Equity Derivatives, IT Service Management, Requirements Analysis, Unix, IT Operations, Integration, Project Delivery, Business Continuity, Information Technology, Change Management, Security, Process Improvement, Analysis, Stakeholder Management, User Acceptance Testing, Bloomberg Terminal, SEF Onboarding, Low Latency
Education
Baruch College, City University of New York (CUNY)
BBA
Elite NY Holdings September 2015 - Present
JPMorgan Chase July 2014 - September 2015
JPMorgan Chase March 2012 - July 2014
Connors & Sullivan, PLLC June 2010 - October 2011
Baruch College October 2009 - June 2010
Skills
Banking, Bloomberg, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, Analysis, Leadership, Management, Public Speaking
Education
Baruch College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Moody's Investors Service January 2011 - May 2011
Barclays Capital August 2007 - September 2010
JPMorgan Chase July 1998 - August 2007
American Express April 1996 - June 1998
Bank of New York Mellon November 1993 - April 1996
NatWest January 1990 - November 1993
Skills
Vendor Management, Risk Management, Strategy, Project Management, Acquisition Integration, Strategic Sourcing, Banking, Integration, Program Management, Process Improvement, Business Analysis, Strategic Planning, PMO, Business Strategy, IT Strategy, Leadership, Sourcing, Project Portfolio..., Analysis, Performance Management, Procurement, Finance, SDLC, Business Process, Management, Contract Management, Supply Management, Governance, Outsourcing, Mergers & Acquisitions, Business Continuity, Human Resources, Product Management, Financial Services, Change Management, Business Process..., Management Consulting, Offshoring, Project Planning, Business Process..., Infrastructure, Resource Management, Investment Banking, Team Management, Consulting, Financial Risk, Financial Analysis, Analytics, Due Diligence
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Pace University
MBA, International Business
JPMorgan Chase July 1985 - February 2015
Skills
Business Analysis, Securities Lending, Financial Analysis, Analysis, Management, Risk Management, Microsoft Office, Process Improvement, Project Management, Requirements Gathering, Requirements Analysis, SDLC, Software Documentation, Software Quality..., Software Development, User Interface Design, User Acceptance Testing, Securities, Cross-functional..., Problem Solving, Functional Requirements, End User Training, Global Cross-Functional...
Education
Baruch College, City University of New York (CUNY) 1976 — 1980
MBA, Computer Methodology, 3.9
State University of New York College at Buffalo 1968 — 1972
Bachelor of Arts (B.A.), Anthropology, 3.67
JPMorgan Chase September 2011 - Present
K&J Accounting and Tax Consulting, Inc. March 2010 - August 2011
First American International Bank February 2009 - March 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Accounting, QuickBooks, Financial Accounting, Financial Analysis, Bookkeeping, Customer Service, Tax, Financial Reporting, Banking, Financial Modeling, Access
Education
Baruch College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
JPMorgan Chase August 2011 - Present
McGladrey & Pullen November 2008 - August 2011
Siguler Guff & Company July 2007 - October 2008
Condon O'Meara McGinty & Donnelly LLP January 2005 - July 2007
Skills
Fund Accounting, Auditing, Financial Reporting, Internal Controls, US GAAP, GAAP, Accounting, Financial Statements, Private Equity, SEC filings, CPA
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Accounting
Bronx High School of Science 1996 — 2000
JPMorgan Chase January 2014 - Present
Channel One News March 2012 - January 2014
CafeMom December 2011 - March 2012
IQPC September 2007 - August 2011
IQPC September 2006 - September 2007
Skills
General Ledger, Accounting, Account Reconciliation, Budgets, Variance Analysis, Accruals, Financial Statements, Finance, Journal Entries, Great Plains Software, Invoicing, Bank Reconciliation, Tax, Microsoft Excel, Pivot Tables, Payroll, Vlookup, SAP BW, SAP BPC, Microsoft Word, Outlook, CRM, Management, Marketing Strategy
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
Masters, Accounting
New Jersey City University 2003 — 2007
Bachelor of Science, Accounting
EY August 2015 - Present
Lee Equity Partners, LLC January 2015 - August 2015
JPMorgan Chase June 2013 - July 2014
Sony Music Entertainment January 2013 - May 2013
Cross River Bank 2012 - 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Accounting, Financial Analysis, PowerPoint, QuickBooks, Banking, Financial Accounting, Marketing, Finance, Public Speaking, Financial Reporting, Account Reconciliation, Team Leadership, Research, Outlook, Financial Modeling, Communication Skills, Customer Service, Access, Leadership, Microsoft Office, Management
Education
Baruch College 2012 — 2015
BBA, Accounting
Yeshiva University 2010 — 2011
Bachelor of Arts (B.A.), Economics
JPMorgan Chase March 2003 - Present
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelors, Finance and Investments
JPMorgan Chase September 2012 - Present
JPMorgan Chase May 2009 - September 2012
Education
Baruch College 2008 — 2013
Bachelor of Business Administration (BBA), Computer and Information Systems Security/Information Assurance
J.P. Morgan September 2013 - Present
Financial Women's Association July 2011 - December 2013
JPMorgan Chase June 2012 - August 2012
Financial Women's Association & HSBC May 2012 - June 2012
Du Pasquier & Co. September 2011 - December 2011
Goldman Sachs June 2011 - August 2011
UBS Wealth Management January 2011 - May 2011
AXA Equitable January 2010 - March 2010
York University February 2009 - August 2009
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
BBA, Finance & Investments
Bronte College of Canada - High School
Ontario Secondary School Diploma, Grade 12
Sri Sedaya - Subang Jaya
SPM, Science
Raylor Asset Management Group December 2012 - Present
CPP Investment Board June 2012 - August 2012
JPMorgan August 2010 - September 2011
JPMorgan August 2009 - August 2010
JPMorgan July 2008 - August 2009
Abbott Laboratories September 2007 - December 2007
JPMorgan Chase May 2007 - August 2007
Ball Baker Leake LLC and LLP June 2006 - May 2007
Skills
Python, PostgreSQL, NxCore, Quantitative Finance, Financial Modeling, Portfolio Optimization, Options Strategies, Portfolio Management, C++, R, VBA, Equities, Bonds, Commodities, FX Options, Options Pricing, Derivatives, Options, Valuation, Bloomberg, Monte Carlo Simulation, Structured Finance, Database Design, Database Administration, Data Mining, Data Modeling, CFA, Matlab, InteractiveBrokers API, Finance
Education
City University of New York-Baruch College 2011 — 2012
Masters in Financial Engineering
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Finance
Brooklyn College January 2012 - Present
Brooklyn College December 1996 - Present
JPMorgan Chase May 1986 - May 1996
Skills
Higher Education, Teaching, Research, Curriculum Development, College Teaching, Lecturing, Student Development, Accounting, Account Reconciliation, Account Management, Gregg Shorthand, Academic Advising, Courses, Tutoring, Distance Learning, Public Speaking, Program Development, Editing, Staff Development, Microsoft Office, Community Outreach
Education
Brooklyn College 2004 — 2009
Master of Science (MS), Mathematics Teacher Education
Baruch College 1982 — 1986
Bachelor of Business Administration (BBA), Business Administration and Management, General
Murray Bergtraum High School
JPMorgan Chase March 2010 - Present
Education
City University of New York-Baruch College
Master's Business Administration, Business Administration and Management, General
City University of New York-Hunter College
Industrial and Organizational Psychology
Bank of America August 2014 - Present
JPMorgan Chase November 2011 - August 2014
JPMorgan Chase December 2009 - November 2011
The Park Avenue Bank January 2009 - December 2009
The Park Avenue Bank January 2008 - December 2008
The Park Avenue Bank January 2007 - December 2007
Skills
Consumer Products, Consumer Lending, Small Business, NMLS Licensed, Series 6, Series 63, Life & Health Insurance..., Coaching, Staff Development, Banking, Branch Management, Credit, Loans, Mortgage Lending, Retail Banking, Cash Management, Commercial Banking, Credit Analysis, Financial Analysis, Financial Services, Investments, Portfolio Management, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2006
Bachelor of Business Administration, Industrial Organizational Psychology
Leon M. Goldstein High School for the Sciences 1999 — 2003
JPMorgan Chase December 1997 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 1996 - December 1997
Education
Dickinson College 1992 — 1996
BA, Economics
City University of New York-Baruch College - Zicklin School of Business
MBA, Finance and Investments
Feel Good Pharmacy Inc March 2011 - Present
JPMorgan Chase January 2009 - March 2011
JPMorgan Chase August 2004 - March 2011
Skills
Loans, Banking, Credit, Mortgage Lending, Consumer Lending, Credit Analysis, Retail Banking, Small Business Lending, Commercial Banking, Commercial Lending, Portfolio Management, Loan Origination, Mortgage Banking, Financial Analysis, Risk Management, Credit Risk, Investments, Finance, Financial Services, Mutual Funds
Education
Baruch College 1998 — 2003
Bachelor of Business Administration, Finance
JPMorgan Chase June 2005 - Present
Education
Mercy College 2010 — 2013
Baruch College 2007 — 2010
JPMorgan Chase October 2012 - Present
JPMorgan Chase September 2011 - September 2012
Skills
Financial Reporting, Financial Risk, Loans
Education
City University of New York-Baruch College 2007 — 2011
International Fund Services (NA) LLC, A State Street Company October 2014 - Present
SS&C Globe Op August 2012 - October 2014
BNY Mellon August 2011 - October 2012
JPMorgan Chase September 2006 - July 2011
Skills
Hedge Funds, Alternative Investments, Investor Relations, Equities, Financial Services, Financial Modeling
Education
Baruch College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
JPMorgan Chase July 2013 - Present
JPMorgan Chase December 2011 - July 2013
JPMorgan Chase September 2006 - November 2011
Skills
Bilingual, NYS Notary Public, Series 6, Series 63, NYS Life
Education
City University of New York-Baruch College 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General