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
Concord Limousine November 2014 - April 2015
JPMorgan Chase December 2013 - October 2014
CONCORD LIMOUSINE INC July 2007 - November 2013
Path Interactive April 2013 - August 2013
Vida Group International June 2011 - August 2011
Intimidator Boat Works INC May 2007 - August 2007
Skills
Customer Satisfaction, Dreamweaver, Photoshop, Vlookup, Web Analytics, Web Design, Pivot Tables, Microsoft Office, Marketing, E-commerce, Management, Facebook, CRM, Microsoft Excel, SEM, SEO, Sales, Social Media, PowerPoint, Customer Service
Education
Baruch College 2011 — 2012
Bachelor of Business Administration (B.B.A.), Digital Marketing
Borough of Manhattan Community College 2008 — 2010
Associate of Arts (AA), Business Administration and Management, General
Malik Gabdullin High School
NMS Management, Inc. May 1998 - Present
JPMorgan Chase June 1995 - May 1998
Skills
Business Strategy, Asset Managment, Windows Server, Investments, Portfolio Management, VMware, Due Diligence, Financial Modeling, Strategic Financial..., Citrix, Hedge Funds, Valuation, Equities, Venture Capital, Private Equity
Education
Baruch College 1990 — 1994
Bachelor Business Administration and Finance
Baruch College 1990 — 1994
Business Administration, Management and Operations
Bank of the West March 2014 - Present
Santander USA March 2012 - March 2014
The Bank of New York Mellon 2008 - March 2012
UBS Investment Bank 2005 - 2007
JPMorgan Chase April 1984 - May 2005
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Finance
Northwestern University - Kellogg School of Management
Advanced Executive Program
University of Pennsylvania - The Wharton School
BS Economics, Decision Sciences
J.P. Morgan July 2013 - Present
JPMorgan Chase May 2013 - June 2013
JPMorgan Chase August 2011 - May 2013
Klearview Appliance 2007 - 2009
Skills
Chase proprietary..., MS Office Suite, Mortgage Lending, Financial Analysis, Loans, Management, Microsoft Office, Reporting & Analysis, Performance Metrics, Financial Services, Auditing, Finance, Analysis, Banking, Business Analysis, Valuation, Financial Modeling, Accounting, Data Analysis, Corporate Finance, Training, Financial Reporting, Relationship Management, Outlook, Customer Service, Securities, Microsoft Excel, Equities, Bloomberg, Process Improvement, Investment Banking, Credit, Capital Markets, Team Building, Investments, Negotiation, Marketing
Education
Baruch College, City University of New York (CUNY) 2006 — 2011
BBA, Finance
Baruch College, City University of New York (CUNY) 2006 — 2011
BBA, Finance, Economics
TD July 2014 - Present
JPMorgan Chase July 1997 - May 2014
Skills
Small Business Lending, Credit, Loans, Banking, Cash Management
Education
Baruch College, City University of New York (CUNY)
Christ Lutheran Church & Child Care Center 2003 - Present
Taylor Hard Money Advisors, Inc. June 2003 - February 2014
JPMorgan Chase March 1997 - June 2003
Chemical Bank Corporation for “The Personnel Source” (Employment Agency) 1994 - 1997
Skills
QuickBooks, Peachtree, Bookkeeping, Database Admin, Publishing, MS Office, Billing Process, Customer Service, Newsletter Circulation, Documentation Practices, Invoicing, Outlook, Microsoft Office, Marketing
Education
City University of New York-Baruch College 1989 — 1993
Bachelor of Business Administration (BBA), Conputer Information Systems
Barclays August 2009 - Present
Actimize July 2006 - 2009
JPMorgan Chase 1998 - 2006
Skills
Trade Compliance, Actimize, Project Management, AML, Management, Financial Risk, Trading, PMO, Software Project..., SDLC, IT Strategy, Requirements Analysis, Business Analysis, Integration, Agile Methodologies, Business Intelligence, Visio, Vendor Management
Education
Baruch College 1992 — 1995
Bachelor of Business Administration (BBA), International Marketing and Finance
Kiev 1985 — 1990
Master of Computer Applications (M.C.A.), Computer Engineering
JPMorgan Chase November 2012 - Present
J.P. Morgan September 1999 - November 2012
Chase March 1997 - September 1999
Education
Baruch College, City University of New York (CUNY) 1991 — 1996
BBA, International Marketing
The Caldwell Group December 2014 - Present
Moody's July 2010 - December 2014
Moody's July 2009 - July 2010
JPMorgan Chase September 2006 - August 2008
JPMorgan Chase June 2002 - September 2006
Skills
Finance, Bloomberg, SharePoint, Forecasting, Financial Analysis, SharePoint Designer, Financial Reporting, Accounting, Microsoft Excel, Salesforce.com, Corporate Finance, Excel, PowerPoint, Word, Essbase, SAP, Phoenix, V-Lookups, Pivot tables, Workflow design, Charts, Graphs, Visio, Formula Language, Quantitative Analysis, Social Media, Compliance, Administration, TaxWise, Ableton Live, Tax Preparation, Migration Projects, Flow Charts, Factiva, ERP, CRM, Survey Gizmo, InfoPath, Clicktools, DocAve, Powershell, K2
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2014
Master of Science, Accounting
New York University - Leonard N. Stern School of Business 2002 — 2006
Bachelor of Science, Finance and Marketing
Bank of America Merrill Lynch January 2014 - Present
JPMorgan Chase April 2013 - December 2013
Morgan Stanley Wealth Management September 2012 - November 2012
UBS Wealth Management 2011 - 2012
Mutual of America Capital Management June 2011 - August 2011
Skills
Finance, Bloomberg, Investments, Financial Services, Wealth Management, Securities, Portfolio Management, Financial Analysis, Equities, Mutual Funds, Banking, Asset Management, Strategic Financial..., Credit, Risk Management, Fixed Income, Hedge Funds, Derivatives, Financial Markets, Capital Markets, Investment Banking, Trading, Microsoft Excel, Compliance, Financial Crimes..., Anti Money Laundering, Economic Sanctions, Due Diligence, Risk Analytics, OFAC, Financial Transactions, Internal Investigations, Microsoft Office, Management, Financial Risk, Leadership, Analysis, Financial Planning
Education
Baruch College 2007 — 2012
Bachelor of Business Administration (BBA), Finance & Investments, 3.4
Brooklyn Tech HS 2003 — 2007
Computer and Information Sciences, General
Nomura Global Financial Products Inc. August 2015 - Present
Barclays August 2010 - September 2015
BANK OF AMERICA MERRILL LYNCH August 2007 - August 2010
BANK OF AMERICA MERRILL LYNCH August 2007 - August 2010
UBS Investment Bank March 2007 - August 2007
JPMorgan Chase March 2005 - March 2007
Skills
Credit Derivatives, Interest Rate..., Settlement, Middle Office, Operational Risk, Back Office, Derivatives, Equities, Fixed Income, Options, Swaps, Trading, Equity Derivatives, Bloomberg, Bloomberg Terminal
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2015
MBA, Finance
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Finance
NJTV News March 2015 - Present
CUNY TV May 2008 - Present
CUNY TV May 2008 - Present
CUNY TV November 2004 - May 2008
CUNY TV June 2002 - November 2004
JPMorgan Chase November 1999 - May 2002
Skills
Video Production, Broadcast, Video, Television, Camera, Final Cut Pro, Producing, Broadcast Journalism, Avid, Documentaries, Entertainment, Film, Film Production, Video Editing, Post Production, Broadcast Television, New Media, Final Cut Studio, Non-linear Editing
Education
Baruch College, City University of New York (CUNY) 2014 — 2018
Bachelor’s Degree, Operational Management
Borough of Manhattan Community College 1999 — 2001
Associate of Arts and Sciences (A.A.S.), Corporate Cable Communications
IgnitionOne November 2014 - Present
Netmining September 2014 - November 2014
Netmining June 2014 - September 2014
JPMorgan Chase July 2011 - December 2012
Macy's March 2011 - July 2011
Forever 21 February 2009 - December 2010
Legg Mason July 2007 - August 2007
Skills
Sales, Management, Marketing, Banking, Customer Service, Finance, Retail, Data Entry, Microsoft Excel, Teamwork, Advertising, PowerPoint, Microsoft Word, Product Development, Customer Experience, Real Estate, Integration, Cash Flow, Account Management, Leadership, Sales Management, Marketing Strategy, Business Development, Market Research, Microsoft Office, Financial Analysis, Social Media Marketing, Social Media, Marketing Communications, Time Management, Customer Satisfaction, CRM, B2B Marketing, B2C marketing, Music Production, Graphic Design, Lyricist
Education
Baruch College 2008 — 2013
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Baruch College, City University of New York (CUNY) 2008 — 2013
Bachelor's degree, Marketing/Marketing Management, General
NYC Department of Education September 2014 - Present
NYC Department of Education June 2013 - Present
Progressive Insurance May 2012 - June 2013
State Farm Insurance September 2008 - June 2011
JPMorgan Chase September 2007 - September 2008
Citi March 2005 - September 2007
Citizens Bank February 2004 - March 2005
Skills
Insurance, PowerPoint, Customer Relations, Outlook, Word, Microsoft Office, Customer Service, Excel, Banking, Public Speaking, Business Planning, Coaching, Problem Solving, Strategic Planning, Social Media, Spanish, Team Building, Leadership
Education
Baruch College 2011 — 2014
Certicate, Web Design
The American College 2009 — 2012
Professional Designation, Chartered Life Underwriter
SUNY Albany 2000 — 2004
B.A., Communication
Bronx High School of Science 1996 — 2000
Bronx Science Diploma
Santander Bank September 2013 - Present
First Niagara Bank November 2012 - September 2013
First Niagara Bank November 2011 - November 2012
JP Morgan Chase January 2011 - December 2011
JP Morgan Chase January 2010 - January 2011
Prudential Financial June 2008 - January 2010
JPMorgan Chase August 2005 - May 2008
Skills
Presentations, Sales Process, Communication, Compliance, Cash Flow, Cash Management, CRM, Strategic Financial..., Banking, Fixed Annuities, Insurance, Management, Mortgage Lending, Customer Service, Retirement Planning, Mutual Funds, Portfolio Management, Small Business Lending, Training, Credit, Financial Services, Underwriting, Loans, Sales, Finance, Risk Management, Process Improvement, Life Insurance, Retail Banking, Cross Selling, Commercial Lending, Leadership, Small Business, Investments, Financial Analysis, Relationship Management, Credit Analysis, Commercial Banking, Branch Banking, Loan Origination, Series 63, Wealth Management, Mortgage Banking, Customer Retention, Commercial Mortgages, Series 6, Financial Planning, Lines Of Credit
Education
Middlesex University 2004 — 2004
Baruch College, City University of New York (CUNY) 1999 — 2004
BBA, Management
Conifer Financial Services June 2014 - Present
JPMorgan Chase September 2012 - May 2014
Citigroup, Private Equity Services April 2010 - September 2012
Imowitz Koenig & Co. LLP October 2008 - April 2010
Ernst & Young LLP January 2006 - October 2008
HSBC, Alternative Funds Services March 2005 - December 2005
Time Inc. 2004 - 2004
Skills
Auditing, CPA, GAAP, Microsoft Excel, Tax, Financial Reporting, Accounting, Financial Planners, General Ledger, SEC filings, US GAAP, Corporate Tax
Education
Baruch College 2001 — 2005
BBA, Accounting
City University of New York-Baruch College 2001 — 2005
BBA, Accounting
Santander / Sovereign Bank January 2010 - Present
JPMorgan Chase June 2004 - December 2009
MetLife May 2002 - May 2004
Skills
Small Business Lending, Loans, Commercial Lending, Residential Mortgages, Deposits, Banking, Lines Of Credit, Consumer Lending, Commercial Banking
Education
Baruch College
BS Finance & Economics
JPMorgan Chase February 2014 - Present
Broadridge Business Processing Outsourcing, LLC October 2011 - August 2013
Jacob Nursing & Healthcare Inc. June 2005 - August 2008
Allan S. Joseph CPA, Pllc. September 2003 - June 2005
Skills
Accounting, Journal Entries, Accounts Payable, Financial Statements, Account Reconciliation, QuickBooks, Accounts Receivable, Auditing, Financial Accounting, Bookkeeping, General Ledger, Cash Flow, Payroll, Balance, Bank Reconciliation, Financial Analysis, Financial Services, Management, Risk Management
Education
Baruch College
Bachelors of Business Administration, Accounting
CUNY BMCC 2002 — 2004
Associate of Arts and Sciences (AAS), Accounting
JPMorgan Chase & Co. October 2014 - Present
JPMorgan Chase August 2008 - Present
Citibank November 1996 - August 2008
Skills
Banking, Retail Banking, Relationship Management
Education
Baruch College 2000 — 2005
Bachelor Degree, Management
City University of New York-Baruch College 2000 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
JPMorgan Chase October 2012 - February 2014
Macy's April 2011 - October 2012
Skills
Multilingual, Teamwork, Cosmetics, Fashion, Singing, Social Networking
Education
Baruch College, City University of New York (CUNY) 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General
Borough of Manhattan Community College 2010 — 2012
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Republic Metals Corporation January 2014 - Present
Deutsche Bank July 2012 - December 2013
BNP Paribas September 2006 - July 2012
Standard Bank Plc 2003 - 2006
JPMorgan Chase October 1996 - June 2003
Skills
Bilingual Spanish, Lyricist and Poet, Derivatives, Options, Commodity, Trading, Bloomberg, Financial Markets, Investments, Hedging, Risk Management, Banking, Trading Systems, Valuation, Alternative Investments, Emerging Markets
Education
Baruch College, City University of New York (CUNY) 1997 — 2001
MBA, Finance and Investments
Fordham University 1993 — 1996
BA, Psychology
Chaminade High School 1989 — 1993
Higher Road Coaching September 2012 - Present
HSBC September 2004 - September 2013
Citi 2002 - 2004
JPMorgan Chase 2000 - 2002
JPMorgan Chase 1997 - 2000
Republic National Bank of New York 1993 - 1997
Young & Rubicam 1991 - 1993
Market Facts, Inc. 1988 - 1991
Skills
Banking, Financial Services, Segmentation, Competitive Analysis, Retail Banking, Customer Insight, Relationship Management, Credit Cards, Analytics, Quantitative Research, Leadership, Life Coaching, Team Leadership, Coaching, Strategy, Executive Coaching, Leadership Development, CRM, Business Coaching, Portfolio Management, Job Coaching, Market Research, Career Development, Career Development..., Communication, Team Building, Cross-functional Team..., Career Counseling, Presentation Coaching, Relationship Building, Negotiation, Strategic Partnerships, Career Strategist, Salary Negotiations
Education
City University of New York-Baruch College - Zicklin School of Business 1993 — 1997
Master of Business Administration (MBA), Marketing, Marketing Research
Bradley University: Foster College of Business 1983 — 1987
Bachelor of Science (B.S.), Marketing, Psychology
Institute for Professional Excellence in Coaching (iPEC) 2011 — 2012
Certified Professional Coach (CPC), Executive and Life Leadership Coaching
Signature Technology Group February 2014 - Present
Global Resources February 2013 - January 2014
Weight Watchers October 2012 - January 2013
Frederick Goldman March 2012 - March 2012
Global Resources February 2011 - February 2012
AIG November 2010 - January 2011
JP Morgan March 2010 - September 2010
MTM June 2009 - February 2010
UBS Wealth Management September 2008 - May 2009
JPMorgan Chase May 2008 - August 2008
Skills
Microsoft Office, Software Documentation, Databases, Technical Recruiting, Contract Recruitment, Process Improvement, Sourcing, Applicant Tracking..., Visio, Talent Acquisition, Quality Assurance, Unix, Access, SDLC, Business Analysis, SQL, Data Warehousing, Troubleshooting, Information Technology
Education
Baruch College, City University of New York (CUNY) 2000 — 2002
BBA, Computers Information Systems
Baruch College, City University of New York (CUNY) 1995 — 1999
BBA, Human Resource
JPMorgan Chase 1996 - Present
NTEC Solutions Inc 1994 - Present
JPMorganChase 2006 - 2007
Skills
VBScript, System Deployment, SDLC, Virtualization, ITIL, Enterprise Architecture, Disaster Recovery, VMware, Vendor Management, IT Management, Data Center, IT Strategy, SQL, Unix, Citrix, Visio, Project Management, Troubleshooting, IT Service Management, Infrastructure, Software Documentation, Integration, Active Directory, Requirements Analysis, Servers, Operating Systems, Windows 7, PMP, Quality Assurance, Business Analysis, Solution Architecture, Service Delivery, Cloud Computing, Security, Databases, IIS, SharePoint, High Availability, Windows Server, Linux, System Administration, Software Project..., XP, Business Continuity, PMO, MSI Packaging, VMware ESX, Microsoft SQL Server, Storage, Software Development
Education
Baruch College, City University of New York (CUNY) 1990 — 1992
BS, Computer Science
St. Mary's College 1973 — 1978
Economics
JPMorgan Chase October 2012 - June 2014
YMCA of Greater New York June 2010 - August 2010
Skills
Team Leadership, Communication Skills, Problem Solving, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Organizational Skills, Teamwork, Sales, PowerPoint, Customer Service, Banking
Education
Baruch College 2011 — 2015
Citibank N.A. / Citi Personal Wealth Management April 2013 - Present
Santander Bank, N.A. November 2011 - April 2013
JPMorgan Chase July 2005 - October 2011
Skills
Outlook, Excel, PowerPoint, Word, Microsoft Office, Process Improvement, Research, Event Planning, Strategic Planning, Financial Analysis, Credit, Banking, Cash Management, Investments, Customer Service, Budgets, Retail Banking, Spreadsheets, Access, Microsoft Excel, Sales, Loans, Insurance, Wealth Management, Equities, Financial Services, Fixed Annuities, Loan Origination, Series 63, Bonds, Consumer Lending, Series 6, Credit Cards, Retirement Planning, Mutual Funds
Education
Baruch College 2003 — 2008
Bachelor in Business Administration, Real Estate Finance and Investment
JPMorgan Chase September 2005 - Present
Citibank February 2002 - September 2005
Skills
Financial Analysis, Loans, Management, Wealth Management, Credit Analysis, Relationship Management, Series 63, Lines Of Credit, Microsoft Word, Mortgage Lending, Banking, Commercial Banking, Commercial Lending, Financial Services, Strategic Financial..., Consumer Lending, Finance, Credit, Retail Banking, Cash Management, Microsoft Excel, Investments, Small Business Lending, Cross Selling, Credit Risk, Portfolio Management, Series 7, Financial Risk, Financial Advisory, Risk Management, AML
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Finance
New York City College of Technology 1990 — 1994
AAS, Accountancy
JPMorgan Chase August 2012 - Present
JP Morgan Chase January 2011 - August 2012
JPMorgan Chase June 2010 - August 2010
Navidar Group January 2010 - May 2010
UBS Financial Services September 2009 - December 2009
Skills
Equities, Bloomberg, Finance, Investment Banking, Analytics, Financial Analysis, Corporate Finance, Portfolio Management, Capital Markets, Fixed Income, Risk Management, Financial Modeling, Valuation, Bloomberg Terminal, Derivatives, Financial Markets
Education
Baruch College
BBA, Finance and Investments
Aspen Insurance Holdings Head of HR, Global Finance & ActuarialAIGMay 2011 - Present
TIAA-CREF 2007 - May 2011
Mizuho Corporate Bank 2006 - 2007
Neuberger Berman 2003 - 2006
JPMorgan Chase 2001 - 2003
JPMorgan Chase 1999 - 2001
MetLife 1990 - 1999
Skills
Employee Relations, HR Transformation, Strategic HR, Talent Management, HR Consulting, Performance Management, Spanish, Global Talent..., Mergers & Acquisitions, Leadership Development, Employee Training, Diversity & Inclusion, International HR, Workforce Planning, Incentive Programs, Culture Change, Executive Coaching, New Market Expansion, Personnel Management, Human Resources, Succession Planning, Talent Acquisition, Deferred Compensation, Management
Education
Baruch College, City University of New York (CUNY) 1989 — 1993
Bachelor of Business Administration (B.B.A.), Human Resources Management
JPMorgan Chase March 2012 - Present
JPMorgan Chase January 2011 - March 2012
JPMorgan Chase 2009 - 2011
Eagle Nationwide Mortgage Company 2008 - 2009
New Management Strategies 2005 - 2008
Skills
Financial Services, Banking, Relationship Management, Call Centers, Credit, Mutual Funds, Mortgage Lending, Risk Management, Series 63, Series 6, Commercial Lending, Life Insurance, Residential Mortgages, Commercial Mortgages, Consumer Lending, Credit Analysis, Loan Origination, Mortgage Banking
Education
City University of New York-Baruch College 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Suffolk County Community College 2008 — 2009
Associate of Science (A.S.), Accounting
JPMorgan Chase March 2012 - Present
Miller Tabak December 2007 - March 2011
Cathay Financial March 2000 - October 2007
PaineWebber 1996 - 2000
Kidder Peabody 1993 - 1995
Skills
Series 24, Series 7, Series 63, Series 55, Equity Trading, Compliance, Option Trading, Merger Arb, Pairs Trading, Stub Trading, Algorithms, VWAP, Dark Pools, capital commitment, ETFs, Equity Derivatives, FINRA, Options, Securities
Education
Baruch College, City University of New York (CUNY) 1986 — 1991
BBA, Finance
HSBC July 2012 - Present
JPMorgan Chase January 2012 - July 2012
JPMC June 2010 - December 2011
Skills
Private Banking, Financial Structuring, Alternative Investments, Corporate Finance, Financial Markets, Valuation, Strategic Financial..., Refinance, Financial Services, Relationship Management, Asset Management, Financial Risk, Cash Management, Structured Finance, Wealth Management, Risk Management, Finance, Bloomberg, Mutual Funds, Equities, Derivatives, Lines Of Credit
Education
City University of New York-Baruch College 2004 — 2008
BBA in Buisness Management, Business, Management, Marketing, and Related Support Services
Societe Generale Corporate and Investment Banking July 2015 - Present
PwC January 2013 - July 2015
JPMorgan Chase February 2012 - August 2012
New York City Council September 2009 - December 2009
Morgan Stanley March 2008 - November 2008
Skills
Alternative Investments, Investment Management, Hedge Funds, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Investments, Equities, Bloomberg, Portfolio Management, Mergers & Acquisitions, Deals, Market Research, Business Development, Business Strategy
Education
Harvard University 2010 — 2012
Masters, Finance & Management, Dean's List for Academic Achievement
Baruch College, City University of New York (CUNY) 2004 — 2009
Bachelors, Finance & Investments
JPMorgan Chase July 2011 - July 2013
Northwestern Mutual January 2010 - April 2011
FGI Finance October 2008 - December 2008
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
Finance
UBS Financial Services July 2007 - April 2009
JPMorgan Chase September 1999 - June 2007
Skills
Talent Management
Education
New York University
Masters, Human Resources
Baruch College, City University of New York (CUNY) 1995 — 1999
BBA, Information Technology
Rutgers, The State University of New Jersey-New Brunswick
Employment Law
Ellen Geller Kamaras April 2011 - Present
Self-Employed April 2011 - Present
The Siegfried Group January 2007 - April 2011
Bristol-Myers Squibb July 1996 - December 2006
JPMorgan Chase May 1981 - June 1996
Ernst and Young August 1977 - April 1981
Skills
SOX, Balance, Employee Benefits, Auditing, Internal Audit, Finance, Accounting, Sarbanes-Oxley Act
Education
New York University 2014 — 2015
Certificate in Coaching, Life and Organizational Coaching
Baruch College, City University of New York (CUNY) 1978 — 1983
MBA, Taxation
City University of New York-Brooklyn College 1973 — 1977
B.S., Accounting and Psychology
Independent Learning and Development Consultant August 2012 - Present
Citigroup March 2006 - August 2012
JPMorgan Chase 1982 - 2006
JPMorganChase 1981 - 2006
Skills
Leadership Development, Executive Coaching, Coaching, Organizational..., Employee Engagement, 360 Feedback, Executive Development, Performance Management, Organizational..., MBTI, Change Leadership, Talent Assessment, Career Development, Management Development, Change Management, Talent Management, Organizational Design, Leadership, Deferred Compensation, Succession Planning, Onboarding, Management Consulting, Team Building, Personnel Management, Strategic Planning, Culture Change, Workshop Facilitation, Training, Program Management, Instructional Design, Human Resources, Recruiting, Strategy, CRM, Personal Development, Management, Workforce Planning, Team Leadership, Employee Training, Executive Management, Talent Acquisition, Employee Relations, HR Consulting, Training Delivery, Interviews, Career Management, Performance Improvement, Staff Development, Project Management, Employee Benefits
Education
Fielding Graduate University 1998 — 2000
MAODE, Human Resources
City University of New York-Baruch College 1968 — 1972
BA, History and Education
Citi November 2014 - Present
JPMorgan Chase August 2013 - September 2014
Somi Enterprise May 2011 - August 2013
Skills
Investments, Mortgage Lending, Financial Services, Portfolio Management, Banking, Credit, Finance, Risk Management, Financial Analysis, Securities, Strategic Planning, Strategic Financial..., Retirement Planning, Asset Management, Mutual Funds, Wealth Management, Entrepreneurship, Equities, Leadership, Customer Service, Business Strategy
Education
Baruch College, City University of New York (CUNY) 2013 — 2016
Bachelor's degree, Finance, General
Vladivostok State University of Economy and Servises 2006 — 2011
Bachelor of regional studies, International Relations and Affairs
JPMorgan Chase July 2014 - Present
a-LA. March 2012 - Present
JPMorgan Chase June 2013 - July 2014
Axelon Services Corp. March 2013 - June 2013
Target September 2011 - March 2013
Harlem Children's Zone September 2012 - February 2013
Pavillion Agency June 2011 - September 2011
The Broadway League February 2011 - May 2011
Black Radio December 2009 - May 2011
Skills
Human Resources, Recruiting, Leadership, Social Media, Teamwork, Microsoft Office, Employee Relations, Public Speaking, Data Entry, Social Networking, Blogging, Microsoft Word, Outlook, Access, Technical Recruiting, Microsoft Excel, Payroll, Research, HR Policies, Marketing, Retail, Mac OS X, Final Cut Pro, Picasa, Teaching, Tutoring, Supervisory Experience, Student Counseling, Job Diva, Full-life Cycle..., Contract Negotiation, Negotiation, Scheduling Management, Screening Resumes, Virtual EMS, Manage Client..., PowerPoint, OS X, Management
Education
Baruch College, City University of New York (CUNY) 2008 — 2012
BBA, Human Resource Management
Brooklyn Technical H.S 2004 — 2008
Technical High School Diploma, Architecture
Bank of America March 2014 - Present
Astoria Federal Savings August 2013 - Present
JPMorgan Chase 2006 - 2013
JPMorgan Chase 2006 - 2013
Capital One 2001 - 2005
Skills
Relationship Management, Commercial Lending, Customer Experience, Networking, Branch Banking, Retail Banking, Small Business Lending, Branch Management, Cash Management, Commercial Banking
Education
City University of New York-Baruch College 1999 — 2003
Bachelor of Applied Science (BASc), Finance, General
JPMorgan Chase June 2015 - Present
Morgan Stanley June 2013 - May 2015
Baruch College October 2012 - June 2013
Long Island University February 2012 - April 2013
Skills
Microsoft Excel, PowerPoint, Tax, QuickBooks, Outlook, Microsoft Word, Time Management, Data Entry, Accounts Payable, Access, Spreadsheets, Invoicing, Accounting, Teamwork, Financial Analysis, Microsoft Office
Education
Baruch College 2012 — 2015
Citi Group February 2014 - Present
JPMorgan Chase August 2007 - January 2014
Industrial and Commercial Bank of China July 2004 - June 2007
Skills
Banking, Risk Management, Customer Service, Sales, Teamwork, Microsoft Excel, Credit, Loans, Financial Services, Retail Banking, Finance, Asset Management, Relationship Management, Cash Management, Strategic Financial..., Business Analysis, Due Diligence, Financial Reporting, Securities Regulation, AMLS, Advanced accounting
Education
New York University 2015 — 2017
Master of Arts (M.A.), Education
Baruch College 2009 — 2010
Master, Accounting and Finance
City University of New York-Baruch College - Zicklin School of Business 2009 — 2010
Master's degree, Finance, General, GPA 3.7
JPMorgan Chase October 2014 - Present
JPMorgan Chase November 2012 - October 2014
JPMorgan Chase October 2009 - November 2011
JPMorgan Chase 2006 - 2009
JPMorgan Chase 2004 - 2006
JPMorgan Chase 1998 - 2004
Skills
Sales, Credit, Loans, Sales Management, Mortgage Lending, Relationship Management, Banking, Account Management, Cold Calling, Salesforce.com, Financial Services, Sales Operations, Customer Retention, Management, Leadership, Series 6
Education
Baruch College 1986 — 1991
BBA, Marketing
Brooklyn Tech HS 1981 — 1985
Bachelor of Business Administration (BBA), Marketing
JPMorgan Chase July 2014 - Present
City University of New York University Student Senate October 2013 - November 2014
JPMorgan Chase June 2013 - August 2013
JPMorgan Chase July 2012 - February 2013
Consulate General of Egypt in New York, Economic& Commercial Office of Egypt June 2011 - August 2011
Tractenberg & Co. February 2011 - May 2011
NYS Senator Jose Peralta June 2010 - December 2010
Skills
Leadership, Public Speaking, Market Research, Research, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Word, Microsoft Office, Time Management, Access, Event Planning, Social Media, Marketing, International Relations, Editing, Leadership Development, InDesign, Customer Service, Outlook, Teamwork, Social Networking, Project Planning, Recruiting, Event Management, Social Media Marketing, Negotiation, Public Relations, Fundraising, Nonprofits, Strategy, VBA, Lobbying
Education
City University of New York-Baruch College
BBA, International Business
Nanjing Normal University 2014 — 2014
Study Abroad, International Business, Senior
Frank Sinatra School of the Arts
High School, Theatre/Theater
Goldman Sachs August 2014 - Present
J.P. Morgan October 2012 - August 2014
J.P. Morgan May 2012 - October 2012
J.P. Morgan July 2010 - June 2012
JPMorgan Chase June 2008 - July 2010
Skills
Banking, Microsoft Excel, PowerPoint, Lotus Notes, Microsoft Word, Microsoft Office, Business Analysis, Outlook, Project Management, Analysis, Process Improvement, Change Management, Management, Credit, Recruiting
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
BBA, Human Resource Management
AVP of Private Equity Fund Accounting at Resig, LLC Portfolio AccountantRESIGMay 2012 - Present
JPMorgan Chase February 2011 - May 2012
Citi Private Equity Services January 2007 - February 2011
Skills
Investments, Accounting, Portfolio Management, Financial Analysis, Equities, Financial Reporting, Valuation, Alternative Investments, Fund Accounting, Asset Management, Financial Modeling, Asset Managment, Fund Administration, Private Equity, Financial Statements, Consolidated Financial...
Education
Baruch College, City University of New York (CUNY) 2002 — 2007
BBA, Accountancy
City University of New York-Baruch College 2002 — 2007
Accounting
Citi May 2015 - Present
Citi June 2013 - May 2015
Citi August 2010 - June 2013
Citi January 2006 - September 2010
Assured Guaranty February 2003 - January 2006
JPMorgan Chase July 2001 - October 2002
Skills
Project & vendor..., Operating performance &..., Academic training in..., Strong grasp of..., Strategic Partnerships, Business Strategy, Marketing Strategy, Senior Management..., Key Driver Analysis, Financial Reporting, Competitive Analysis, Marketing Communications, Strategic Communications, Cross-functional Team..., Retail Banking, Sales Channel..., Analysis, Strategy, Banking, Credit, Mergers & Acquisitions, Forecasting, Commercial Banking, Relationship Management
Education
New York University 2007 — 2008
Professional Certificate in Marketing Strategy & Branding, Marketing & Branding
Baruch College, City University of New York (CUNY) 1996 — 2000
Bachelor of Business Administration, Finance & Investments, Business Law
JPMorgan Chase October 2013 - Present
Urban Compass May 2013 - October 2013
New York Needs You May 2011 - April 2013
New York County District Attorney's Office June 2012 - August 2012
Network Solution and Tax Consulting June 2011 - July 2011
Skills
Spanish, Research, QuickBooks, Financial Statements, Non-profits
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
Bachelor of Business Administration, Accounting, with minors in Political Science, Economics and Finance (GPA: 3.82)
QUEENSBOROUGH COMMUNITY COLLEGE - CUNY 2009 — 2011
Associate in Science with Honors, Business Administration (GPA: 3.97)
Standard & Poor's July 2012 - Present
Fiduciary Management Group June 2011 - July 2011
Credit Suisse March 2008 - November 2008
Citi June 2005 - March 2008
JPMorgan Chase February 2004 - June 2005
Skills
Fixed Income, Equities, Derivatives, Trading, Hedge Funds, Credit Derivatives, Financial Analysis, CDS, Valuation
Education
Indiana University - Kelley School of Business 2010 — 2012
MBA, Finance and Accounting
Baruch College, City University of New York (CUNY)
BBA, Finance and Investments
New York State Insurance Fund November 2009 - Present
Baruch Volunteer Income Tax Assistance (VITA) December 2008 - May 2011
JPMorgan Chase May 2008 - October 2009
Skills
Underwriting, Insurance, Workers Compensation, Risk Assessment, Policy, Analysis, Data Analysis, Outlook, Microsoft Excel, Microsoft Office, Customer Service, Healthcare, Financial Analysis
Education
Baruch College/ Mt Sinai School of Medicine 2011 — 2014
Master of Business Administration (M.B.A.)
Baruch College
Bachelor of Business Administration (B.B.A.), Finance and Investments
KCAP Financial, Inc. July 2005 - December 2014
JPMorgan Chase 2003 - 2005
Skills
NYS Notary Public, Microsoft Office, Management
Education
Baruch College 1990 — 1995
Bachelor of Business Administration (BBA), Finance
JPMorgan Chase August 2013 - Present
Education
City University of New York-Baruch College 2009 — 2012
Bachelor's Degree, Accounting
New York Life Insurance Company March 2015 - Present
JPMorgan Chase October 2012 - January 2013
Draftfcb August 2010 - August 2012
Eastern Consolidated April 2006 - May 2009
JPMorgan Chase January 2003 - May 2004
Skills
Event Planning, Internal Communications, Marketing Communications, Corporate Communications, Public Relations, Communication Training, Strategic Communications, Communications Planning, Social Media Marketing, Marketing, Marketing Strategy, Collateral, Questionnaire Design
Education
University of Michigan on Coursera 2015 — 2015
Certificate, Questionnaire Design
Manhattanville College 2003 — 2004
Masters, Communications Management
Baruch College, City University of New York (CUNY) 1994 — 1996
Bachelors, Marketing Management
Wells Fargo Securities July 2015 - Present
Wells Fargo July 2013 - June 2015
JPMorgan Chase June 2012 - August 2012
Abbott June 2011 - August 2011
First Midwest Securities, Inc July 2010 - August 2010
Skills
Bloomberg, Accounts Payable, Corporate Finance, Financial Modeling, Financial Analysis, PowerPoint, Microsoft Excel, Banking, Finance, Financial Risk, Valuation, Equities, Bloomberg Terminal, Analysis
Education
Baruch College 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Broward College February 2013 — Present
Palm Beach County School District February 2003 — January 2011
Life Skills Center of Columbus Southeast September 2005 — November 2006
Florida Atlantic University November 1999 — July 2002
Florida Department of State December 1996 — November 1999
Palm Beach County School District November 1993 — September 1996
JPMorgan Chase February 1988 — August 1992
Brandon Systems September 1986 — February 1988
Skills
Educational Technology, Higher Education, Leadership, Information Technology, Program Management, Educational Leadership, Curriculum Development, Teaching, Analytics, Infrastructure, Teamwork, Adult Education, Public Speaking, E-Learning, Leadership Development, Microsoft Office, Windows, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, HTML, Strategic Planning, Budgets, Team Leadership, Computer Hardware, Computers, Team Building, Tutoring, Classroom, Consulting, Adolescents, Network Administration, Accounting, IT Strategy, Systems Analysis, System Administration
Education
Nova Southeastern University 2001 — 2007
Doctor of Education (Ed.D.), Adult Education
CUNY - The City College of New York 1984 — 1986
Master of Science (M.S.), Computer Sciences
Baruch College, City University of New York (CUNY) 1980 — 1984
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Liquidnet May 2014 - Present
JPMorgan Chase July 2013 - September 2013
Independent November 2010 - July 2012
Barclays Capital November 2009 - November 2010
Skills
Pre-Trade Model, Transaction Cost..., Algorithmic Trading, Python, R, Machine Learning, Decision Trees, Data Analysis, C4.5, Java, Financial Modeling, Quantitative Finance, Quantitative Analytics, SQL, Data Mining, Bloomberg Terminal, C++, Matlab, Microsoft Excel, Monte Carlo, C, Trading Signals, quantstrat, KDB, VBA, Statistics, Time Series Analysis, TCA, Derivatives, Fixed Income, Equities, Trading Systems, Business Analysis, Shiny, JavaScript, HTML, CSS, JQuery, Swift, Objective-C, Oauth, REST
Education
City University of New York-Baruch College 2012 — 2014
MS, Financial Engineering
Indian Institute of Technology, Kanpur
B. Tech
JPMorgan Chase May 2014 - Present
JPMorgan Chase, Treasury Services October 2006 - May 2014
Zeeba Jewelry Manufacturing June 2005 - August 2006
Skills
Access, Visio, Microsoft Excel, PowerPoint, Microsoft Word, Financial Modeling, Finance, Essbase, Pivot Tables, Ad Hoc Reporting, Expense Management, Hyperion Enterprise, Business objects, SAP, SAS ABM, Cognos, SQL, Strategic Financial...
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Finance, marketing, data analysis
Baruch College, City University of New York (CUNY) 2004 — 2007
BBA, Finance and Investments
Mariupol State University of Humanities 1999 — 2002
N/A, International Economics
American Express April 2013 - Present
American Express June 2010 - April 2013
American Express August 2007 - June 2010
American express April 2005 - August 2007
JPMORGAN CHASE 1997 - 2005
Skills
Strategic Partnerships, Merchant Services, Business Planning, Credit Cards, Product Development, Management, Mergers & Acquisitions, Marketing, Relationship Management, Strategy, Vendor Management, Financial Services, Marketing Strategy, Customer Acquisition, Direct Marketing
Education
Baruch College, City University of New York (CUNY)
Bachelorâs Degree, Business Administration and Management, General
St Francis Prep HS
Avanchi Trading 2013 - Present
JPMorgan Chase 2008 - 2012
The Bank of New York Mellon April 2007 - September 2008
Brown Brothers Harriman 2004 - 2006
Deutsche Bank 1998 - 2003
Skills
Fixed Income, Derivatives, Equities, Hedge Funds, Capital Markets, Securities, Bloomberg, Financial Services, Investment Banking, Asset Management, Middle Office, Mutual Funds, Global Custody, FX Options, Alternative Investments, Bonds, Corporate Actions, Back Office, Investment Management, Securities Lending, Structured Finance
Education
Baruch College, City University of New York (CUNY)
TD Ameritrade January 2014 - Present
The Mutual Fund Store 2012 - 2013
Citigroup 2010 - 2011
HSBC 2007 - 2009
MetLife August 2005 - December 2007
JPMorgan Chase 2001 - 2005
Citigroup 1982 - 2001
Skills
Portfolio Management, Risk Management, Credit Cards, Retirement Planning, Financial Planning, Strategic Financial..., Mutual Funds, Mergers & Acquisitions, Estate Planning, Fixed Income, Financial Services, Series 63, Investment Strategies, Investment Advisory, Investments, Alternative Investments, Finance, Financial Advisory, Securities, Insurance, Wealth Management, Asset Management, Uniform Combined State..., Asset Allocation, Retirement, Financial Planners, Series 7, Investment Management, Separately Managed..., Bonds, Fixed Annuities, FINRA, Options, High Net Worth..., 401k, Pensions, Trading, Equities, Defined Benefit, Wealth Management..., Variable Annuities, Financial Risk, Financial Markets, Credit, Relationship Management, IRAs, ETFs, Series 6, Stocks, Series 65
Education
Baruch College, City University of New York (CUNY) 1981 — 1984
MBA, Finance
State University of New York at Albany
Bachelor of Science (BS), Business Administration/Marketing
Wells Fargo June 2005 - Present
JPMorgan Chase June 1995 - December 2004
Kidder Peabody January 1992 - June 1995
Citi January 1990 - January 1992
Skills
Data Warehousing, SDLC, Business Requirements, Banking, Requirements Gathering, Business Analysis, Visio, Financial Services, Requirements Analysis, ETL, Teradata, Analysis, DB2, IT Strategy
Education
City University of New York-Baruch College - Zicklin School of Business 1981 — 1986
Bachelor of Business Administration (B.B.A.), Computer/Information Technology Administration and Management
Battery Park City Authority August 2006 - Present
Food Attitude June 2002 - October 2005
JPMorgan Chase January 2001 - June 2002
Skills
Account Reconciliation, Financial Analysis, Accounts Receivable, Financial Reporting, Accounting, Internal Controls, QuickBooks, Financial Accounting, Great Plains Software, Auditing, Microsoft Excel, Microsoft Word, Budgets, PowerPoint, Microsoft Office, Project Management, Research, Contract Negotiation, General Ledger, Sarbanes-Oxley Act
Education
Baruch College 2002 — 2006
Bachellor degree in BA, Accounting
Bronx Community College 1998 — 2001
Associates in AAS, Commputer Appliation systems
Dow Jones December 2012 - Present
Mobius Knowledge Services May 2011 - December 2012
Landover Associates, Inc. 2010 - 2010
The Investment Support and Promotion Agency of Turkey 2008 - 2010
Innodata Isogen Inc. November 2006 - May 2008
Aptara 2008 - 2008
JPMorgan Chase November 1998 - April 2006
PricewaterhouseCoopers November 1996 - September 1998
Dun & Bradstreet March 1988 - September 1996
JP Morgan 1988 - 1996
Skills
Research Information, Research, Business Intelligence, Team Leadership, Team Building, Team Organisation, Engaging Speaker, Business Relationship..., Maintaining..., Lasting Relationships, New Relationships, Key Account Management, Key Account Development, Organizational..., Organization &..., Exceptionally well..., Organized Multi-tasker, Interpersonal..., Communication Skills, Strategic Partnerships, Strategic Intelligence, Strategic Initiatives, Problem Solving, Collaborative Problem..., Sensitive Information, High Level Of..., Content Strategy, Strategic Content..., Vendor Management, Vendor Management Skills, Outsourcing, Offshore Outsourcing, Outsourcing Management, Outsourced Solutions, Account Management, Business Development, Public Speaking, Content Management, CRM, Sales, Leadership, Management, Strategy, Salesforce.com, New Business Development
Education
Baruch College, City University of New York (CUNY) 1981 — 1989
MBA, marketing
Goucher College 1978 — 1981
Elementary Education
Iona College
IDT Corporation June 2011 - Present
IDT February 2003 - September 2011
JPMorgan Chase November 2000 - December 2002
Deutsche Bank (Bankers Trust Global Custody Institutional Services) February 1998 - November 2000
Prudential Investments Compliance Technology October 1997 - February 1998
National Westminster Capital Markets Group Compliance Technology June 1997 - October 1997
JP Morgan Securities, Inc. Core Processing September 1996 - June 1997
Cendant Corporation, Stamford, Connecticut January 1995 - September 1996
Bankers Trust January 1994 - January 1995
New York Mercantile Exchange (NYMEX) November 1990 - January 1994
Skills
SDLC, Product Management, Software Project..., SQL, Integration, Databases, Data Warehousing, Requirements Analysis, Project Management, Oracle, Data Modeling, Quality Assurance, Software Development
Education
Baruch College, City University of New York (CUNY) 1990 — 1994
MBA, Int'l Business
City University of New York-Brooklyn College 1985 — 1989
BS, Business Management and Finance
JPMorgan Chase May 2000 - Present
Education
Baruch College, City University of New York (CUNY) 1987 — 1992
JPMorgan Chase May 2012 - July 2013
Barclays Capital September 2008 - December 2011
Lehman Bros. August 1993 - September 2008
Lehman Brothers August 1993 - September 2008
Lehman Brothers 1993 - September 2008
Skills
VoIP, Vendor Management, Avaya, Business Analysis, Avaya Site..., Project Management, Telecommunications, Network Engineering, MS Project, Networking, Market Data, Leadership, ITIL, Business Process..., Disaster Recovery, Cisco Call Manager, Information Security
Education
City University of New York-Baruch College 1989 — 1993
Bachelor of Business Administration, Marketing
JPMorgan Chase April 2006 - Present
UBS Financial Services March 2004 - April 2006
The Reserve Funds June 2003 - March 2004
Prudential Securities/Prudential Equity Group February 1998 - June 2003
Skills
Solaris, Enterprise Architecture, SQL, SDLC, Integration, Business Analysis, Unix Shell Scripting, Websphere, Weblogic, Java, Sybase, COBOL, Vendor Management, Trading Systems, Oracle, WebSphere Application..., IT Operations, IT Management, Spring, Linux, DB2, RSA SecurID, Oracle Identity Manager, FIX, Web Services, Photoshop, Illustrator, LDAP, Ping Federate, Tomcat, Apache, Red Hat Linux, Windows Server, IIS
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
CIS, Computer Information Systems
JPMorgan Chase September 2012 - Present
Citi May 2010 - September 2012
JPMorgan Chase January 2009 - May 2010
JPMorgan Chase January 2008 - January 2009
Hay Group October 2006 - January 2008
Mizuho Corporate Bank June 2005 - October 2006
LBBW, New York June 2003 - September 2003
Skills
Derivatives, C#, Risk Management, C++, C, Analytics, Business Analysis, Trading, Access, Data Analysis, Financial Risk, C++/CLI, Portfolio Management, Equities, SQL, VBA
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
MS, Financial Engineering
City University of New York-Brooklyn College 1997 — 2001
BS, Computer Science
Van Wagner Group, LLC August 2008 - Present
Account-On-Us Services, Inc. July 2002 - August 2008
Liberty Tax Service 2005 - 2008
JPMorgan Chase 1990 - 2002
Skills
Start-ups, Accounting, Tax, Entrepreneurship, Social Networking, Tax Preparation, Financial Reporting, Finance, Social Media Marketing, Management, Marketing
Education
Baruch College, City University of New York (CUNY) 1990 — 1996
Chic Accommodations January 2012 - Present
Chic New York City Shopping Tours January 2006 - Present
Chic Inspiration October 2003 - Present
JPMorgan Chase January 2002 - January 2003
Chase January 2001 - January 2002
Skills
Styling, Apparel, Personal Shopping, Wardrobe, Time Management, Lifestyle, Real Estate, Teaching, Interviews, Entrepreneurship, Social Media Marketing, Marketing, Social Media, Marketing Strategy, Online Marketing, Strategic Planning, Event Planning, Social Networking, Public Relations
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Science, Business
Wells Fargo Home Mortgage November 2012 - Present
JP MORGAN CHASE June 2007 - October 2012
JPMorgan Chase March 2006 - June 2007
Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Refinance, FHA, Residential Mortgages, Finance, Government Loans, VA Loans, First Time Home Buyers, FHA Financing, Home Equity Loans, Real Estate Financing, Credit, Non-Conforming, Home Equity Lines of..., Banking, Credit Analysis, Investments, Financial Services, Real Estate, Consumer Lending, Financial Analysis, Investment Properties, Legal Compliance
Education
City University of New York-Baruch College 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
Horizon Blue Cross Blue Shield of New Jersey August 2012 - Present
Investment Technology Group, Inc. May 2011 - August 2012
Accenture January 2010 - May 2011
DHS - Customs & Border Protection July 2009 - October 2009
Deustche Bank January 2008 - July 2008
Mycroft July 2006 - January 2008
JPMorgan Chase July 1998 - July 2006
Skills
ITIL, Solaris, Unix, Security, Perl, Identity Management, Linux, Netcool, Cloud Computing, IT Strategy, Active Directory, Disaster Recovery, AIX, Integration, Shell Scripting, Microsoft SQL Server, Enterprise Architecture, IT Service Management, Operating Systems, Architecture
Education
Baruch College, City University of New York (CUNY) 1991 — 1992
MS, Computer Science
Florida State University 1985 — 1986
MA, Soviet and East European Studies
University at Albany, SUNY 1980 — 1984
BA, European History
JPMorgan Chase May 1987 - Present
Mitchell Titus 1984 - 1987
Education
Baruch College, City University of New York (CUNY)
MBA, Finance
MUSA Realty February 2014 - Present
JPMorgan Chase January 2011 - January 2014
Skills
Fixed Income, Derivatives, Equities, Securities, FX Options, Banking, Hedge Funds, Trading, Financial Markets, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 1985 — 1990
JPMorgan August 2012 - Present
JPMorgan Chase October 2009 - August 2012
JP Morgan Chase 2007 - 2009
JPMorgan 1998 - 2009
Skills
Hedge Funds, Mutual Funds, Valuation, Financial Services, Fund Accounting, Accounting, Management, Bloomberg, Financial Analysis, Fixed Income, Equities, Securities, Banking, Derivatives, Investments, Financial Modeling, Financial Reporting, Funding, Risk Management, Asset Management, Account Reconciliation, Alternative Investments, Auditing, Business Analysis, Cash Management, Corporate Actions, Corporate Finance, Credit, Due Diligence, Finance, Financial Accounting, Financial Risk, Global Custody, Investment Banking, Internal Controls, Process Improvement, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 1991 — 1996
BA, Accounting
Interactive Data July 2011 - Present
AIG May 2010 - January 2011
JPMorgan Chase February 2009 - October 2009
Bear Stearns December 2007 - February 2009
Ogilvy & Mather March 2007 - December 2007
Education
Completed level I & II of FRM May 2011, awaiting designation 2011 — 2011
Global Association or Risk Professionals, GARP
Baruch College, City University of New York (CUNY) 2009 — 2011
Master of Science, Statistics
University at Albany, SUNY 2005 — 2006
Bachelors of Science, Economics
JPMorgan Chase Financial AnalystAgilent TechnologiesJuly 2000 - August 2002
Barra 1999 - 2001
Education
Baruch College, City University of New York (CUNY) 2007 — 2008
MS, Finance
San Francisco State University, College of Business 1999 — 2005
MBA, Business Administration
Portland State University 1994 — 1995
BS, Economics
Portland State University - School of Business 1990 — 1994
BS, Finance
JPMorgan Chase July 2014 - Present
Financial Industry Regulatory Authority June 2010 - July 2014
New York Stock Exchange Regulation December 2008 - June 2010
Financial Industry Regulatory Authority May 2008 - December 2008
Morgan Stanley April 2007 - May 2008
Morgan Stanley June 2005 - April 2007
Skills
FINRA, Securities, Securities Regulation, Equities, Capital Markets, Hedge Funds, Fixed Income, Trading, Bloomberg, Options, Financial Services, Mutual Funds, Risk Management, Investments, Investment Banking, Due Diligence, Financial Analysis, Trading Systems, Financial Modeling
Education
City University of New York-Baruch College - Zicklin School of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Cardozo High School 1998 — 2001
HSBC March 2014 - Present
JPMorgan Chase January 2012 - March 2014
JPMorgan Chase & Co. January 2009 - December 2011
JPMorgan Chase & Co. May 2006 - December 2008
New York Life June 2005 - May 2006
Skills
Series 6, Series 63, Retirement Planning, Financial Analysis, Financial Modeling, Series 7, Investments, Mutual Funds, Commercial Lending, Loans, Estate Planning, Mortgage Lending, Credit, Credit Analysis, Wealth Management, Corporate Finance, Securities, Commercial Banking, Equities, Banking, Portfolio Management, Finance, Cash Management, Capital Markets, Strategic Financial..., Investment Banking, Cash Flow, Forecasting, Financial Services, Financial Planning
Education
Baruch College, City University of New York (CUNY) 2008 — 2011
MBA, Finance
University of Michigan 1999 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Lincoln-Sudbury 1995 — 1999
JPMorgan Chase November 2013 - Present
J.P. Morgan October 2000 - Present
Junior League Westchester on the Sound 2014 - 2015
Skills
Securities, Executive Management, Strategic Planning, Non-profits, Banking, Microsoft Excel, Credit, Microsoft Office, Customer Service, PowerPoint, Project Management, Outlook, Microsoft Word, Risk Management, Lotus Notes, Leadership, Public Speaking, Event Planning, Community Outreach, Human Resources
Education
City University of New York-Baruch College
Master of Public Administration (MPA), Public Administration
Hunter College
Metropolitan College of New York
Bachelor of Business Administration (BBA), Business Administration and Management, General
Pre-Paid Legal Services, Inc. August 2007 - Present
Purity Enterprises August 2007 - August 2010
JPMorgan Chase July 1996 - August 2007
Skills
Media Relations, Public Relations, Public Speaking, Social Networking, Team Building, Microsoft Office, Customer Service, Social Media, Small Business, Advertising, Business Development, Business Strategy, Coaching, Creative Writing, Data Entry, Editing, English, Entrepreneurship, Event Planning, Facebook, Fundraising, Higher Education, Insurance, Leadership, Management, Marketing, Marketing Communications, Marketing Strategy, Microsoft Excel, Microsoft Word, Negotiation, New Business Development, Nonprofits, Online Advertising, Outlook, Photoshop, PowerPoint, Project Management, Project Planning, Research, Sales Management, Sales, Social Media Marketing, Strategic Planning, Teaching, Strategy, Team Leadership, Training, Teamwork
Education
Baruch College
CUNY New York City College of Technology
Edo College
Bayer HealthCare May 2015 - Present
Novartis Consumer Health June 2014 - May 2015
Novartis Consumer Health October 2011 - May 2014
Novartis Consumer Health August 2010 - October 2011
JPMorgan Chase 2003 - 2008
Skills
Brand Management, Customer Insight, Competitive Analysis, Consumer Products, Segmentation, Market Research, Marketing Strategy, Marketing Management, Market Analysis, Cross-functional Team..., Integrated Marketing, Product Launch, Brand Architecture, Digital Marketing
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Marketing
City University of New York-Baruch College
Marsh & McLennan Companies, Inc. January 2010 - Present
Sixth Gear Solutions Corp. May 2008 - May 2010
Merrill Lynch July 2007 - May 2008
JPMorgan Chase September 1997 - July 2007
JPMorganChase 1997 - 2007
NAC Reinsurance Corp. October 1990 - September 1997
Chemical Bank September 1988 - September 1990
Education
Baruch College, City University of New York (CUNY)
MBA, Industrial/Organizational Psychology
Hofstra University
BA, Psychology
JPMorgan Chase June 2007 - Present
Citibank May 2002 - September 2005
Education
Baruch College, City University of New York (CUNY)
JPMorgan Chase April 2014 - Present
GRMS IT Deutsche Bank October 2013 - April 2014
Citi March 2003 - May 2013
Deutsche Bank September 1999 - March 2003
Citigroup 1997 - 1999
Salomon Brothers 1996 - 1997
Morgan Stanley 1990 - 1993
JPMorgan March 1990 - 1992
Lehman Brothers July 1988 - 1991
NYNEX 1985 - 1991
Skills
Integration, Trading Systems, Unix, Fixed Income, Virtualization, Servers, Strategy, Derivatives, Market Data, Capital Markets, Prime Brokerage, Electronic Trading, Management, Networking, Operating Systems, Investment Banking, Equities, Hedge Funds, Low Latency, Interest Rate..., Middle Office, Equity Derivatives, Credit Derivatives, Network Management..., Structured Products, Mergers & Acquisitions
Education
City University of New York 1981 — 1985
not completed PhD. in, Electrical Engineering
City University of New York City College 1979 — 1980
M.S., Computer Science / Electrical Engineering
Baruch College, City University of New York (CUNY) 1978 — 1979
M.B.A, International Finance
City University of New York City College 1972 — 1976
B.S., Computer Science
JPMorgan Chase November 2011 - Present
JP Morgan July 2007 - Present
Dillon Read Capital Management 2006 - 2007
Skills
Fixed Income, Derivatives, Bloomberg, Equities, Portfolio Management, Credit Derivatives, Credit Risk, Interest Rate..., Series 7, Series 63, Securities, Options
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2006
BBA, Finance & Investments
J.P. Morgan December 2014 - Present
JP Morgan Chase March 2011 - November 2014
JPMorgan Chase May 2009 - March 2011
The Reserve Funds July 2007 - October 2008
The Reserve Funds March 2006 - July 2007
Astoria Federal Savings September 2004 - March 2006
Skills
Portfolio Management, Investments, Banking, Mutual Funds, Credit, Trading, Loans, Mortgage Lending, Financial Modeling, Financial Analysis, Management, Series 7, Sales, Asset Allocation, Fixed Income, Finance, Equities
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Finance
JPMorgan Chase & Co. April 2015 - Present
JPMorgan Chase July 2013 - April 2015
Deutsche Bank December 2011 - May 2013
HSBC May 2010 - November 2011
JPMorgan & Co March 2008 - December 2008
Bear Stearns 2006 - 2008
Citigroup 2000 - 2006
Skills
Equities, FX Options, Middle Office, Capital Markets, Equity Derivatives, Derivatives, Fixed Income, Project Management, Investment Banking, Credit Derivatives, Back Office, KYC, AML, Swaps, Interest Rate..., Financial Services, Trading Systems, Options, Securities, Settlement, Operational Risk, Electronic Trading, Structured Products, Bonds, Collateral Management, Risk Management, Mutual Funds, Relationship Management, Wealth Management, Business Analysis, Corporate Actions
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
BBA, Finance
JPMorgan Chase
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
Masters, Public Affairs
Fordham University 1997 — 2001
BA
Doutsche Bank August 2015 - Present
Citi July 2014 - May 2015
PNC Bank October 2013 - May 2014
Standard & Poor's October 2012 - June 2013
Citigroup May 2011 - August 2012
JPMorgan Chase February 2011 - May 2011
citigroup October 1998 - December 2010
Prodential Insurance Co June 1996 - October 1998
Skills
VBA, Databases, Oracle, Access, Visual Basic, Software Development, XML, Sybase, Quality Assurance, Essbase, Finance, Fixed Income, Equities, Automation, Management, Business Analysis, R, SDLC, T-SQL
Education
NYU 2009 — 2010
Certificate, Financial Analysis, 3.9
Chubb Institute 1997 — 1998
Deplomat, Computer Programming, 3.9
Baruch College, City University of New York (CUNY) 1993 — 1995
MBA, Finance
Nankai University 1982 — 1984
MA, Philosophy
TD Bank Group May 2005 - Present
Commerce Bank May 2005 - September 2009
JPMorgan Chase May 1990 - May 2005
Skills
Credit, Loans, Corporate Finance, Commercial Lending, Commercial Banking, Banking, Small Business Lending, Credit Analysis, New Business Development, Asset Based Lending, Lines Of Credit, Relationship Management, Portfolio Management, Commercial Mortgages, Underwriting, Credit Risk, Cross Selling
Education
Tuck School/Dartmouth 1984 — 1987
Executive Degree in Credit and Financial Management, Credit and Finance.
Baruch College
MBA, Finance and Investments
Baruch College
Bachelor of Business Administration (BBA), Finanace and Investments
Citi September 2011 - Present
JPMorgan Chase March 2010 - September 2011
IQ Consulting April 2009 - March 2010
KPMG January 2008 - April 2009
Deloitte & Touche January 2006 - January 2008
NYU School of Medicine November 2003 - January 2006
Skills
Auditing, US GAAP, Internal Controls, GAAP, Valuation, Hedge Funds, Sarbanes-Oxley Act, Finance, Accounting, Financial Reporting, Financial Services, Financial Modeling, Investments, Financial Statements, Equities, Financial Analysis, Private Equity
Education
Baruch College, City University of New York (CUNY) 2000 — 2003
BBA, Accounting
MaritzCX March 2010 - Present
UBS Wealth Management April 2005 - April 2009
UBS 2005 - 2009
JPMorgan Chase January 2004 - July 2004
JPMorgan Chase 1999 - 2004
JPMorgan Chase October 1994 - November 1999
Education
The Graduate Center, City University of New York 1984 — 2000
PhD, Industrial/Organizational Psychology
Baruch College, City University of New York (CUNY)
Master of Science, Industrial/Organizational Psychology
Iona College
B.A., Psychology
JPMorgan Chase June 2006 - Present
Innovation Luggage June 1994 - May 2006
Skills
Retail Banking, Consumer Lending, Banking, Credit, Cash Management, Retail, Commercial Banking, Inventory Management, Merchandising, Home Equity Lines of..., Cross Selling, Loans, Small Business Lending, Mortgage Lending, Loan Origination, Relationship Management, Commercial Lending, Mortgage Banking, Finance, Credit Analysis, Portfolio Management, Branch Management, Leadership, Lines Of Credit, Financial Services, Credit Risk, Credit Cards, SBA, Branch Banking, AML, Financial Risk, Commercial Mortgages, Investment Banking, Private Banking, Refinance, Financial Analysis, Investments, Strategic Financial...
Education
Baruch College
BBA, Finance
BNY Mellon September 2014 - Present
JPMorgan Chase December 2012 - August 2014
Citi January 2008 - November 2012
Citigroup August 2005 - December 2007
Salomon Smith Barney August 2003 - July 2005
Salomon Smith Barney February 2001 - July 2003
Stellar Services 2000 - 2000
Standard Chartered Bank 1996 - 1997
Skills
Risk Management, Project Management, Program Management, Sysem Analysis, Business Analysis, Quality Assurance, Information Security..., Vendor Management, Compliance Management, Process Improvement, Product Management, Financial Analysis, Analysis, Risk Mitigation, Compliance, Audit, Security, Capital Markets, SOX, Risk, Risk Assessment, SDLC, IT Audit, IT Governance, Securities, IT Risk, Enterprise Risk..., Operational Risk, Operational Risk..., Business Continuity, IT Management, IT Strategy, Disaster Recovery, Auditing, Compliance Audits, Banking, Internal Audit, Governance, Project Portfolio..., MIS, Business Process..., Risk Analysis, PMP, Metrics, Business Process, Software Project..., Incident Management, Change Management, Team Management, Strategy
Education
Baruch College, City University of New York (CUNY) 2000 — 2001
MS, Computer Information System
Baruch College, City University of New York (CUNY) 1997 — 1999
MBA, Finance
National Taiwan University 1991 — 1995
BBA, Accounting
JPMorgan Chase September 2011 - Present
Skills
Financial Analysis, Credit, Mortgage Banking, Credit Analysis, Forecasting, Account Reconciliation, Analysis, Data Analysis, Microsoft Excel, Relationship Management, Credit Risk
Education
Baruch College, City University of New York (CUNY)
BankAtlantic Financial Services AdvisorMetLife2000 - 2004
JPMorgan Chase 1995 - 1998
Education
City University of New York-Baruch College
BBA
JPMorgan Chase
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
Morgan Stanley July 2014 - Present
J.P. Morgan January 2008 - Present
JPMorgan Chase 2008 - Present
Bear Stearns 2005 - 2007
Skills
Market Risk, Derivatives, Bloomberg, Credit Derivatives, Capital Markets, Equity Derivatives, Fixed Income, Investments, Financial Risk, Risk Management, VAR, FX Options, Hedge Funds, Investment Banking
Education
Iona College 2005 — 2008
Master of Business Administration (MBA), Finance, General
NYU, SCPS 2006 — 2006
Certificate in Financial Risk Management, Risk Management
Baruch College 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Malverne School District July 2013 - Present
Stony Brook University January 2010 - Present
JPMorgan Chase August 2006 - December 2009
Ameriprise Financial Services, Inc. November 2003 - July 2006
Skills
Public Speaking, Matlab, PowerPoint, Research, Microsoft Office, Microsoft Word, Teamwork, Team Leadership, Statistics, Social Media, Higher Education, Leadership, Microsoft Excel
Education
Stony Brook University 1999 — 2012
Master's degree, History- Teaching
Baruch College, City University of New York (CUNY)
Morgan Stanley March 2008 - Present
JPMorgan Chase June 2000 - March 2008
Donaldson, Lufkin & Jenrette June 1999 - June 2000
Ernst & Young January 1997 - June 1999
Skills
SEC filings, Internal Controls, Sarbanes-Oxley Act, Tax, Accounting, Tax Accounting, GAAP, Income Tax, Account Reconciliation, Financial Statements, Finance, Sarbanes-Oxley, Financial Analysis, US GAAP, Financial Modeling, Financial Accounting, Corporate Finance, Corporate Tax, Auditing, International Tax, Strategic Financial..., Cash Management, CPA, Financial Reporting, Due Diligence
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2005
MBA, Taxation
City University of New York-Baruch College 1993 — 1996
BBA, Accounting
Tashkent, HS # 64 1981 — 1991
JPMorgan Chase December 2007 - Present
Skills
Finance, Financial Analysis, Series 6, Securities, Series 63, Fixed Income, Mutual Funds, Credit Analysis, Series 7, Small Business Lending, Investments, Microsoft Excel, Risk Management, Bloomberg, Credit, Customer Service, Equities, Loans, Microsoft Office, Microsoft Word, Portfolio Management, PowerPoint, Wealth Management
Education
Baruch College, City University of New York (CUNY)
JP Morgan Chase Bank, N.A. April 2015 - Present
JP Morgan Securities LLC October 2012 - Present
JPMorgan Chase March 2010 - October 2012
JPMorgan Chase March 2006 - March 2010
GEICO August 1996 - March 2006
United States Marine Corps October 1995 - October 2001
Education
Baruch College 2000 — 2005
B.B.A.- Bachelor of Business Administration, Finance and Investments
Commack High Shool
Consulted at Ridge Clearing 2007 - 2008
JPMorgan Chase 1998 - 2003
Skills
Bloomberg, Series 63, Fixed Income, Portfolio Management, Financial Analysis, Securities, Mutual Funds, Equities, Investments, Asset Management
Education
Baruch College, City University of New York (CUNY)
Marsh & McLennan Companies, Inc. September 2014 - Present
Citi August 2012 - May 2014
DM Personnel January 2008 - August 2012
Emigrant Bank July 2007 - April 2008
JPMorgan Chase November 2005 - July 2007
Banco Popular North America March 2005 - November 2005
Skills
Talent Management, Ceridian, ADP Payroll, Resume Writing, Sourcing, Onboarding, Technical Recruiting, Background Checks, Job Fairs, Talent Acquisition, Full-cycle Recruiting, Interviewing, College Recruiting, Interviews, Recruiting, Human Resources, New Hire Orientations, Employee Benefits, Benefits Administration, Training, Career Counseling, Career Development, HRIS, Social Networking, Performance Management, Personnel Management, Hiring, Temporary Placement, Job Descriptions, Applicant Tracking..., Employee Relations, Internet Recruiting, Management, Succession Planning, Executive Search, Benefits Negotiation, PeopleSoft, Workforce Planning, Staffing Services, Screening Resumes, Employee Engagement, Contract Recruitment, Employer Branding, Temporary Staffing, Screening, Employee Training, HR Policies, Time Management, HR Consulting, Policy
Education
Western Governors University 2009 — 2010
Masters
Baruch College, City University of New York (CUNY) 2000 — 2003
BBA, Business Management
JPMorgan Chase July 2011 - Present
European Gemological Laboratory USA October 2007 - August 2011
Skills
Banking, Leadership, Negotiation, Sales, Customer Service, Relationship Management, Accounting, Financial Analysis, Finance, Microsoft Excel
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
Bachelor of Business Administration (BBA), Finance and Investments
JPMorgan Chase 1977 - 2006
Chase Manhattan Corporation 1977 - 2006
Chase Manhattan Corporation 1977 - 2006
Skills
Risk Management, SDLC, Vendor Management, Business Analysis, Banking
Education
Baruch College, City University of New York (CUNY) 1968 — 1972
BBA, Business Administration and Management, General
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase August 2013 - December 2014
HSBC March 2012 - August 2013
Citi (Consultant with Adecco Int.) June 2011 - October 2011
FBI May 2005 - May 2011
Commerce Bank June 2003 - May 2005
Skills
AML, OFAC, USA PATRIOT Act, KYC, Bank Secrecy Act, Fraud, Anti Money Laundering, Operational Risk, Financial Risk, Operational Risk..., Sanction, Risk Management, Securities, Financial Regulation, Risk Assessment, Due Diligence, Banking, Investigation, Enterprise Risk..., Private Investigations, Financial Services, Financial Institutions, Internal Audit, Back Office, FINRA, Credit Risk, Derivatives, Regulations, Fixed Income, Credit, Capital Markets
Education
Baruch College, City University of New York (CUNY) 1995 — 2003
BBA, Finance/Investement
American Express April 2012 - November 2013
NYC eVents August 2011 - February 2012
JPMorgan Chase January 2007 - August 2011
Skills
Accounts Payable, Banking, Accounting, Credit, US Sanctions, OFAC, SDN Screening, BSA, AML, KYC, CTR, MIPL, SAR, UDAAP, Compliance, Compliance Regulations, Accounts Receivable, Finance, Financial Regulation, Payments, Financial Services, Account Reconciliation, Bookkeeping, Vault, Cash Flow, Cash Management, Inventory Management, Long-term Customer..., Private Clients, Employee Training, Retail Banking, Branch Banking, Banking Relationships, Corporate Events, Event Planning, Coordinating Events, USA PATRIOT Act, Deposits, Auditing, Lines Of Credit, Credit Analysis, Consumer Lending, Bank Secrecy Act
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2008
Bachelor of Business Administration (BBA), Finance, General
Goldman Sachs 2011 - Present
Bank of America June 2010 - August 2010
Merrill Lynch September 2009 - December 2009
JPMorgan Chase 2008 - 2009
Skills
Bloomberg, Bloomberg Terminal, Financial Modeling, Investment Management, Equities, Financial Analysis, Investment Banking, Capital IQ, Series 7, Wealth Management, Real Estate License, Corporate Social..., Written & Oral..., Creative Strategy, Series 66
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2010
BBA, Finance & Investments
University of Indianapolis 2009 — 2009
Architectural History and Criticism
Bank of America Merrill Lynch May 2015 - Present
JPMorgan Chase June 2013 - May 2015
Deutsche Bank September 2007 - June 2013
Skills
C++, Python, VBA, Java, Unix
Education
Baruch College 2011 — 2015
Master’s Degree, Financial Engineering
New York University 2003 — 2007
Bachelor of Arts, Cum Laude, Computer Science and Economics
JPMorgan Chase August 2011 - Present
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, Credit Analysis, Loan Origination, Residential Mortgages, Underwriting, Banking, Commercial Lending, Financial Analysis, Credit Risk, Finance, Refinance, Portfolio Management
Education
Baruch College 1994 — 1998
BA, Accounting
Aetos Capital Real Estate, LP. December 2012 - Present
JPMorgan Chase October 2010 - December 2012
Grant Thornton LLP January 2006 - October 2010
Skills
Financial Analysis
Education
Baruch College 2004 — 2006
Master of Science, Accounting
University of Michigan 1998 — 2002
Bachelor's degree, Organizational Studies
HSBC Global Banking and Markets May 2015 - Present
Deutsche Bank AG August 2005 - May 2015
JPMorgan Chase January 1997 - October 2004
Skills
Highly detail oriented, Highly motivated..., Multi Tasking
Education
st John's university, NY 1998 — 2000
Master's degree, International Finance
Baruch College 1991 — 1995
Bachelor of Business Administration (B.B.A.), Finance, General
The First National Bank of Long Island February 2005 - Present
JPMorgan Chase January 1985 - May 2005
Skills
Commercial Banking, Banking, Loans, Retail Banking, Consumer Lending
Education
City University of New York-Baruch College 1967 — 1970
Self-employed June 2001 - Present
JPMorgan Chase June 2005 - July 2007
Education
Baruch College 2002 — 2007
Bachelor's degree, Finance & Investment, Minor in Economics
Lawrence Public Schools April 2014 - Present
JPMorgan Chase October 1986 - Present
Skills
Equities, Portfolio Management, Fixed Income, Financial Analysis, Customer Service, PowerPoint, Microsoft Excel, Banking, Financial Services, Business Analysis, Capital Markets, Investment Banking, Finance
Education
Baruch College 1980 — 1985
Bachelor of Business Administration (BBA), Finance, General
No where else
J.P. Morgan January 2013 - Present
JPMorgan Chase 2011 - February 2013
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2009
Bachelor of Business Administration (BBA), Accounting
City University of New York-Baruch College - Zicklin School of Business 2006 — 2009
Bachelor of Business Administration (BBA), Accounting
JPMorgan Chase January 2014 - Present
Baruch College August 2011 - June 2014
Lakeville Physical Therapy July 2012 - July 2013
Skills
Research, PowerPoint, Statistics, Microsoft Word, Microsoft Excel, Public Speaking, Microsoft Office, Teamwork, Access, Teaching, Data Entry, Tutoring, Outlook, Data Analysis, Qualitative Research, Editing, Critical Thinking, Time Management
Education
Baruch College 2012 — 2015
JPMorgan Chase March 2011 - Present
JPMorgan Chase October 2009 - March 2011
JPMorgan Chase May 2008 - October 2009
Capital One February 2006 - May 2008
Skills
Loans, Banking, Credit, Retail Banking, Consumer Lending, Loan Origination, Small Business Lending
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Banking, Corporate, Finance, and Securities Law
Queens College 1999 — 2004
Psychology
Self-employed July 2013 - Present
JPMorgan Chase November 1997 - November 2009
Skills
Banking and Brokerage, Institutional...
Education
Baruch College 1986 — 1993
Bachelor of Science (B.S.), Computer and Information Sciences and Support Services
Borough of Manhattan Community College
Associate's degree, Accounting
Neuberger Berman January 2014 - Present
Neuberger Berman June 2011 - December 2013
Merrill Lynch September 2010 - January 2011
JPMorgan Chase January 2010 - February 2010
Agricultural Bank of China July 2009 - September 2009
Bank of Communications Limited May 2009 - June 2009
Skills
Matlab, VBA, C++ Language, Bloomberg Terminal, ThomsonOne, Thomson MarketQA, Microsoft Office, Charles River IMS, InDesign, Photoshop, Equities, Finance, Financial Risk, Investment Management
Education
City University of New York-Baruch College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance / Mathematics
JPMorgan Chase March 2008 - Present
BNY Mellon February 2004 - March 2008
Education
Baruch College, City University of New York (CUNY) 2000 — 2003
Wells Fargo Home Mortgage August 2014 - Present
JPMorgan Chase May 2002 - July 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Outlook, Residential Mortgages, Loans, FHA Financing, Commercial Lending, Refinance, Mortgage Banking
Education
Baruch College, City University of New York (CUNY)
Bachelor's degree
ProSource Technologies May 2013 - June 2014
Broadridge Financial Solutions January 2012 - November 2012
UBS January 2007 - June 2011
ABN AMRO Bank N.V. March 2006 - November 2006
JPMorgan Chase November 2001 - March 2005
Skills
Account Reconciliation, Brokerage Operations
Education
Baruch College, City University of New York (CUNY) 1995 — 1998
Bachelor of Science (BS), Accounting