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
Nationwide Insurance August 2015 - Present
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase April 2013 - Present
JPMorgan Chase September 2011 - April 2013
Walmart June 2011 - September 2011
Wal-Mart June 2008 - June 2011
Skills
Banking, Call Centers, Deposits, Finance, Financial Risk, Merchandising, Retail, Risk Management, Sales, Store Management, Visual Merchandising
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2011
Bachelor of Business Administration (BBA), Marketing
Wells Fargo January 2013 - Present
JPMorgan Chase July 2009 - January 2013
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Valuation, Forecasting, Data Analysis, Finance, Banking, Commercial Banking, Credit, Credit Analysis, Financial Statements, Microsoft Word, Commercial Lending, Underwriting, Credit Risk
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2009
BSBA, Finance, Real Estate & Urban Analysis
Real Living Real Estate 2010 - 2012
JPMorgan Chase 2006 - 2010
JPMorgan Chase 2000 - 2006
Skills
First Time Home Buyers, Sellers, Buyer Representation, Listings, Single Family Homes, Real Estate, Condos, Account Management, Manage Client..., Project Management
Education
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science (BS), Real Estate and Urban Analysis
PwC June 2014 - August 2014
The Ohio State University August 2012 - December 2013
JPMorgan Chase June 2013 - August 2013
The Ohio State University January 2013 - April 2013
Delta Metrics June 2005 - August 2011
Skills
Teaching, PowerPoint, Data Analysis, Microsoft Excel, Statistics, Microsoft Office, Microsoft Word, Access, Higher Education, Accounting, QuickBooks
Education
The Ohio State University Fisher College of Business 2014 — 2015
Master of Accounting
The Ohio State University - The Max M. Fisher College of Business 2010 — 2014
BSBA & BA, Accounting & French Language
MCA Communications, Inc. July 2014 - Present
MCA Communications, Inc. September 2013 - July 2014
ATW Management Inc. December 2011 - July 2013
Almeida Business Consultants August 2008 - September 2010
Farmers Insurance February 2007 - July 2008
Ledgent August 2006 - February 2007
JPMorgan Chase April 2005 - August 2006
Liberman Broadcasting November 2004 - April 2005
Houston Minority Business Development Center August 2001 - November 2004
Skills
Account Management, Banking, Brand Development, Budgets, Business Development, Business Planning, Business Strategy, CRM, Coaching, Community Outreach, Contract Negotiation, Customer Service, Enterprise Software, Entrepreneurship, Event Planning, Human Resources, Insurance, Integration, Interviews, Leadership, Leadership Development, Management, Management Consulting, Marketing, Mergers & Acquisitions, Negotiation, Networking, New Business Development, Project Management, Public Speaking, Recruiting, Sales, Sales Management, Sales Operations, Selling, Small Business, Start-ups, Strategic Planning, Strategy, Team Building, Training, Executive Management, Team Leadership, Program Management
Education
University of Houston-Downtown 1998 — 2003
Bachelor, Business Administration * International, Bachelor, Business Administration * International
Tuck School of Business at Dartmouth
U.S. Trust 2013 - Present
JPMorgan Chase 2008 - 2013
Greenwich Associates May 2003 - August 2006
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Williams College 1997 — 2001
BA, Literary Studies
SunTrust Bank September 2013 - Present
JPMorgan Chase July 2012 - August 2013
JPMorgan Chase January 2012 - June 2012
Ohio State Crew Club September 2008 - June 2012
Limited Brands/Mast Global Logistics June 2011 - August 2011
Barrington Bank and Trust June 2010 - December 2010
Exel Direct Logistics June 2009 - March 2010
Boy Scouts of America 1997 - 2008
Skills
Training, Microsoft Office, Banking, Customer Service, Financial Analysis, Credit, Leadership, Loans, Inventory Management, Management, Time Management
Education
The Ohio State University Fisher College of Business 2008 — 2012
The Ohio State University, Fisher College of Business 2008 — 2012
Bachelor of Science, Business Administration; Operations Management, Logistics and Economics
Sallie Mae January 2015 - Present
Apollo Education Group January 2013 - November 2014
American Church Stewardship Solutions February 2011 - October 2012
Sallie Mae January 2005 - January 2010
JPMorgan Chase April 1998 - January 2005
Bank One 1998 - 2000
Youngstown State University January 1996 - April 1998
Skills
Key Account Management, New Business Development, Customer Service, Strategic Planning, Technology Management, Business Development, Team Leadership, Management, Account Management, Sales Management, Cross-functional Team..., Time Management, Customer Retention, CRM, Selling, Marketing Strategy, Coaching, Strategy, Online Marketing, Human Resources, Teamwork, Email Marketing, Marketing, Project Management, Recruiting, Start-ups, Sales, Sales Operations, Salesforce.com, Leadership, Building Relationships, Social Media Marketing, Training, Analysis, Team Building, Direct Sales, Solution Selling, E-commerce, B2B, Sales Process, Vendor Management, Lead Generation, Cold Calling, Strategic Partnerships, Leadership Development, Sales Presentations
Education
The Ohio State University - The Max M. Fisher College of Business 1981 — 1984
Bachelor of Science (B.S.), Marketing and Logistics, Materials, and Supply Chain Management
The Ohio State University Fisher College of Business
Bachelor of Science (BS), Marketing and Transportation & Logistics
JPMorgan Chase 2014 - Present
Skills
Financial Analysis, Financial Reporting, Accounting, Finance, Forecasting, Risk Management, Banking, Budgets, Inventory Management, Sarbanes-Oxley Act, Internal Controls, Analysis, Access, Internal Audit, Auditing, Variance Analysis
Education
Ohio Dominican University 2002 — 2004
MBA, Service Industry
The University of Akron 1991 — 1994
Bachelor of Science (BS), Accounting
JPMorgan Chase November 2011 - Present
JPMorgan Chase January 2010 - January 2012
JPMorgan Chase June 2007 - January 2010
JPMorgan Chase July 2004 - June 2007
Bank One February 2002 - July 2004
Bank One August 1999 - June 2004
Bank One August 1995 - July 1999
Bank One June 1992 - August 1995
Education
The Ohio State University Fisher College of Business 1995 — 1997
MBA
Bowling Green State University
BSBA, Finance
CGI November 2014 - Present
JPMorgan Chase September 2011 - August 2014
Nationwide Insurance June 2006 - September 2011
Key Difference Technologies, Tek Systems 2003 - 2006
American Electric Power 1997 - 2003
Skills
PMO, Project Portfolio..., PMP, SDLC, Process Improvement, Vendor Management, Program Management, IT Strategy, Agile Project Management, IT Management, Software Project..., Change Management, Enterprise Architecture, Public Speaking, Risk Management, Release Management, Cross-functional Team..., Project Governance, Strategic Public..., Public Relations
Education
The Ohio State University - The Max M. Fisher College of Business 1976 — 2011
Bachelor's degree, Management Information Systems
Boys and Girls Clubs of America August 2012 - Present
College Summit July 2013 - August 2013
JPMorgan Chase July 2012 - September 2012
PENCIL, Inc. 2012 - 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Social Media, Public Speaking, English, Data Entry, Nonprofits, Community Outreach
Education
The Sage Colleges - Russell Sage College 2012 — 2016
international community high school
international community high school
Nationwide Insurance June 2011 - Present
TEKsystems January 2010 - June 2011
The Ohio State University March 2008 - December 2009
JPMorgan Chase September 1996 - March 2008
Skills
IT Project & Program..., IT Management, Team Leadership, Business Process..., Application Lifecycle..., IT Transformation, IT Strategy, Infrastructure, PMP, PeopleSoft, Vendor Management, Virtual Teams, IT Service Management, Management, Visio, Project Portfolio..., IT Operations, Systems Analysis, Global Delivery, Software Development..., Scope Management, Agile & Waterfall..., Full SDLC, Information Technology, Business Continuity..., Budgets, Resource Management, Agile Project Management, Project Management, IT Solutions, PMO, IT Outsourcing, Business Process..., SDLC, Software Development..., Infrastructure..., Project Governance, Information Security..., PMBOK, Problem Management, Integration, PMI, Release Management, Certified Project...
Education
University of Colorado Boulder 2002 — 2003
Advanced and Practitioner Level Project Management Certifications, Project Management
The Ohio State University - The Max M. Fisher College of Business 1990 — 1996
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
JPMorgan Chase April 2012 - Present
JPMorgan Chase April 2011 - April 2012
Delaware County Bank & Trust December 2006 - April 2011
National City Bank February 2004 - November 2006
Geyer's Check Loan July 2002 - January 2004
Skills
Loans, Branch Banking, Consumer Lending, Credit, Banking, Retail Banking, Mortgage Lending, Small Business Lending, Lines Of Credit, Sales Management, Cross Selling, Commercial Lending, Underwriting, Credit Analysis, Portfolio Management, Sales
Education
The Ohio State University Fisher College of Business 2001 — 2006
Business
Edtl Handball, LLC March 2014 - Present
ForeFront, Inc. March 2014 - Present
JPMorgan Chase January 2013 - July 2013
JPMorgan Chase July 2010 - December 2012
Skills
Leadership, Business Strategy, Management, Agile Methodologies, Project Management, Business Requirements, Business Analysis, SDLC, Java, Software Development, Analysis, Requirements Analysis, Microsoft SQL Server, Visio, Databases, Oracle, SQL
Education
The Polytechnic Institute of New York University 2011 — 2013
Executive Master of Science (M.S.), Management of Technology
CUNY College of Staten Island 2006 — 2009
BS, Computer Science
Brooklyn Technical High School
Peconic Partners November 2011 - Present
Citigroup April 2010 - November 2011
JPMorgan Chase January 2008 - March 2010
Mill Hardware & Food Service Supply, Inc. July 2006 - December 2007
Plante & Moran January 2004 - June 2006
Skills
Investment Strategies, Equity Research, Financial Analysis, Financial Modeling, Bloomberg, Equity Valuation, Portfolio Management, DCF
Education
The Ohio State University Fisher College of Business 2000 — 2003
BSBA, Honors Accounting, Finance, Economics
JPMorgan Chase October 2013 - Present
JPMorgan Chase August 2012 - September 2013
Skills
Microsoft Excel, Event Planning, Public Speaking, Financial Analysis, Fundraising, Non-profits, Data Analysis, Team Building, Time Management, Leadership, Banking, Customer Service, Editing, Research, Microsoft Word, Teaching, Sales, Foreign Languages, Presentations, Cross-cultural..., Non-profit Volunteer, Training, Nonprofits, PowerPoint
Education
The Ohio State University Fisher College of Business
Bachelor of Business Administration (B.B.A.), International Business
Private Mortgage Bank February 2012 - Present
Bank of America Home Loans March 2006 - January 2012
Scout Mortgage October 2003 - March 2006
Paul Hastings November 1999 - April 2003
Boston Advisors January 1997 - October 1999
JPMorgan Chase December 1994 - December 1996
Deloitte January 1993 - April 1993
Skills
FHA, Loan Origination, Refinance, Mortgage Banking, Mortgage Lending
Education
The Ohio State University - The Max M. Fisher College of Business 1990 — 1994
BSBA, Accounting (Honors)
Marysville HIgh School 1986 — 1990
J.P. Morgan 2000 - 2011
JPMorgan Chase 1996 - 2011
Skills
Windows Server, MCSE, CCNA, A+ Certified, Computer Hardware, Computer Maintenance, Server Administration, Linux Server, Server Management, Novell Netware
Education
The University of Akron
Bachelor of Applied Science (BASc), Computer Science
Gilmour Academy
Bachelor of Applied Science (BASc), Computer Science
JPMorgan Chase July 2014 - Present
Opera Solutions October 2013 - July 2014
Opera Solutions July 2011 - September 2013
Vanguard June 2010 - July 2010
Cambridge Associates July 2006 - July 2009
Skills
Financial Modeling, Strategy, Product Management, Business Strategy, Big Data, Project Management, Cross Functional Team..., Management Consulting, Competitive Analysis, Analytics, Consulting, Enterprise Software, Due Diligence, Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Tufts University 2002 — 2006
BA, International Relations and French
Dwellworks, LLC March 2007 - Present
LRM Communications 2007 - Present
American Electric Power 2001 - 2006
HMS Partners Advertising 2000 - 2001
JPMorgan Chase 1996 - 1999
JPMorgan Chase 1990 - 1996
Skills
Change Management, Training, Advertising, Expatriate Management, Strategic Planning, Customer Service, Relocation, Marketing, Project Management, Leadership, Management, Marketing Communications, Marketing Strategy, Negotiation, New Business Development, Web Design, Strategic Communications, Blogging Software, Strategy, Sales, Event Planning, Corporate Communications, Press Releases, Public Relations
Education
The Ohio State University Fisher College of Business
Marketing, Marketing and Finance
JPMorgan Chase & Co. July 2014 - Present
barre3 October 2012 - July 2014
The Ohio State University: Corporate and Foundation Relations October 2011 - June 2014
JPMorgan Chase June 2013 - August 2013
Coldwater Lumber 2008 - 2010
Skills
Administrative..., Microsoft Word, PowerPoint, Filing, Outlook, Microsoft Excel, Customer Service, Research, Nonprofits, Fitness
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2014
Finance
Coldwater High School
JPMorgan Chase July 2014 - Present
The Ohio State University Wexner Medical Center October 2012 - December 2013
Centric Consulting April 2013 - August 2013
Mulpha Australia June 2012 - July 2012
Lincoln Financial Group October 2011 - March 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2014
Bachelor's Degree, Business Administration: Finance Specialization (Risk Management Focus), Minor: Economics
JPMorgan Chase July 2014 - Present
JPMorgan Chase June 2013 - August 2013
Findaway World September 2011 - March 2012
Findaway World June 2011 - September 2011
Skills
Microsoft Office, Photoshop, Microsoft Excel, Microsoft Word, C++, HTML, Java, JavaScript, C#, COBOL, Solidworks, Perspective Drawings, Drawing, Technical Drawing, Creativity, Leadership, Public Speaking, Illustrator, Data Analysis, Teamwork, Social Media, Research, Access, Team Leadership
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2014
Bachelor of Science in Business Administration, Management Information Systems
Coldwell Banker King Thompson May 2014 - Present
JPMorgan Chase September 2005 - May 2014
Buffalo Sabres September 2003 - September 2005
Union Savings Bank June 2001 - September 2003
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Credit, Refinance, FHA, Residential Mortgages, Banking, Credit Analysis, VA loans, FHA financing, Commercial Lending, Consumer Lending
Education
The Ohio State University - The Max M. Fisher College of Business 1998 — 2002
Bachelor of Science in Business Administration, Marketing and Logistics
Peoples Home Equity June 2014 - Present
Wells Fargo Home Mortgage February 2013 - June 2014
Quicken Loans 2012 - 2013
Bank of America 2009 - 2012
JPMorgan Chase 2005 - 2009
Skills
Underwriting, FHA financing, Government Loans, Risk Management, Credit Risk, Loan Modifications, Risk Assessment, Fixed Income Analysis, Forensic Analysis, Lines Of Credit, Loan Origination, Loan Servicing, Loans, Credit, Mortgage Lending, Mortgage Banking, FHA, Mortgage Underwriting, Residential Mortgages, FHA Financing, Credit Analysis
Education
The University of Akron
Bachelor's degree, Coursework toward Business Admin Degree
The King's College August 2010 - Present
New York University February 2010 - Present
Yale University 2009 - 2010
JPMorgan Chase 1990 - 2004
US Money Center Bank 1986 - 2004
JPMorgan Chase - Chase Auto & Education Finance 1999 - 2002
Skills
Mergers, Financial Modeling, Ethics, Strategy, Finance, Mergers & Acquisitions, Due Diligence, Project Management, Executive Management, Corporate Finance, Business Process..., Financial Services, Leadership
Education
Yale University 2005 — 2009
MAR, Ethics
The Tuck School of Business at Dartmouth 1981 — 1983
MBA, Finance
JPMorgan Chase April 2010 - Present
JPMorgan Chase 2004 - April 2010
Bank One 1987 - 2004
Skills
Enterprise Architecture, Disaster Recovery, IT Management, IT Strategy, SDLC, Vendor Management, Management, Software Development, Business Analysis, Business Continuity, High Availability, COBOL, Banking, Integration, ITIL, Solution Architecture, Data Center, Program Management, Cloud Computing, Analysis, PMO, IT Operations, IT Service Management, Risk Management, Enterprise Software, Project Portfolio..., Agile Methodologies, Infrastructure, Strategic Leadership, Security, Requirements Analysis, Unix, Architectures, Information Technology, SharePoint, Outsourcing, Business Process..., Governance, Requirements Gathering, Software Project..., Virtualization, Professional Services
Education
The Ohio State University Fisher College of Business
BSBA, Computer Science
JPMorgan Chase February 2013 - Present
Capitol Citicom, Inc. August 2012 - February 2013
Limited Brands, PINK June 2011 - August 2011
JCILH Incorporated, McDonalds Franchise May 2008 - June 2011
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2011
Bachelor of Science (B.S.), Business Administration; Finance, Senior
J.P. Morgan February 2015 - Present
J.P. Morgan February 2012 - Present
JPMorgan Chase March 2010 - February 2012
JP Morgan Chase January 2007 - March 2010
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2011
MBA, Investment Management, Finance
The Ohio State University Fisher College of Business 2001 — 2006
B.S., Economics, Marketing
JPMorgan Chase April 2015 - Present
JPMorgan Chase July 2014 - April 2015
Pi Sigma Epsilon, Gamma Nu February 2013 - May 2014
AT&T Mobility August 2013 - December 2013
Macy's June 2013 - August 2013
Private June 2010 - August 2012
Strickland's Frozen Custard February 2008 - August 2010
Panera Bread 2006 - February 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Customer Service, Spanish, Microsoft Windows, Marketing and Sales, Merchandising, Inventory Management, Operations Management, Project Management
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2014
Bachelor’s Degree, Business Administration, Management and Operations
Intuit March 2015 - Present
General Mills July 2014 - March 2015
General Mills June 2013 - July 2014
General Mills July 2012 - June 2013
General Mills August 2011 - July 2012
General Mills July 2010 - August 2011
McMaster-Carr August 2005 - October 2007
JPMorgan Chase July 2003 - July 2005
Skills
Brand Management, Strategy, P&L Management, Marketing, Competitive Analysis, Customer Insight, Consumer Products, Cross-functional Team..., Segmentation, Analytics, Market Research, Marketing Strategy, Product Marketing, Business Strategy, Marketing Research, Market Analysis, Product Development, Product Management, Brand Architecture, Financial Modeling, Integrated Marketing, Innovation Management, E-commerce, Product Innovation
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2010
MBA, General Management/Strategy/Marketing
University of Pennsylvania 1999 — 2003
B.S., Finance/Management and Computer Science
AcuSport Corporation March 2014 - Present
Boart Longyear August 2007 - March 2014
JPMorgan Chase 1990 - 2007
Skills
ERP Implementations, Transportation, Supply Chain Management, Process Improvement, Warehousing, MRPII, Business Intelligence, Supply Chain, Six Sigma, Continuous Improvement, Demand Planning, Operations Management, Project Planning, ERP, Logistics, Acquisition Integration, Oracle E-Business Suite, Procurement, Forecasting, PMO, Business Process..., Inventory Management, Purchasing, Lean Manufacturing, Leadership, Supply Chain..., Logistics Management, Strategic Planning, IT Strategy, Manufacturing, Enterprise Software, Strategy, Business Transformation, MRP, Cloud Computing
Education
University of Virginia Darden School of Business 2000 — 2000
Leading Strategic Change
The Ohio State University Fisher College of Business 1986 — 1990
Transportation & Logistics
Wells Fargo April 2007 - November 2011
Wells Fargo Bank November 2005 - April 2007
JPMorgan Chase February 2001 - June 2005
Skills
proficiency in SEI,..., Investments, Portfolio Management, Investment Management, Mutual Funds, Equities, Uniform Combined State..., Fixed Income, Securities, Investment Strategies, Asset Allocation, Finance, Banking
Education
The Ohio State University - The Max M. Fisher College of Business 1996 — 2000
B.S., Finance
Back Home CrossFit February 2015 - Present
The Vineyard Community March 2008 - Present
JPMorgan Chase November 2005 - March 2008
JPMorgan Chase February 2003 - November 2005
JPMorgan Chase October 2000 - February 2003
Skills
Customer Service, Call Centers, Public Speaking, Banking, Team Building, Process Improvement, Risk Management, Vendor Management, Training, Coaching, Team Leadership, Leadership, Strategic Planning, Management, Project Management, Strategy
Education
The Ohio State University Fisher College of Business 1995 — 2000
Bachelor's, Marketing
JPMorgan Chase June 2014 - Present
JPMorgan Chase May 2013 - August 2013
The Ohio State University August 2012 - April 2013
Citi May 2011 - July 2011
Skills
Project Management, SAS, SQL, Access, Financial Analysis, Microsoft Excel, Finance, Windows, Accounting, Investments, PowerPoint, Microsoft Office, Data Analysis, iOS development, Matlab, Objective-C, Corporate Finance, Strategic Financial..., Portfolio Management, Teamwork, Bloomberg, Customer Service, Financial Reporting, Equities, Microsoft Word, Process Improvement, Valuation, Statistics, Mandarin, Team Leadership, Business Analysis, Databases, English, Financial Modeling
Education
The Ohio State University - College of Arts and Sciences 2011 — 2014
Bachelor of Science (B.S.), Pure Mathematics
The Ohio State University - The Max M. Fisher College of Business 2011 — 2014
Bachelor of Science in Business Administration, Finance
Shanghai Kongjiang High School
Capco November 2014 - Present
JPMorgan Chase January 2011 - November 2014
JPMorgan Chase July 2009 - January 2011
Skills
Lean Operations, Consulting, Six Sigma, Data Analysis, Project Management, Workshop Facilitation, Process Improvement, Business Process Mapping, Value Stream Mapping, Statistical Process..., Supply Chain Management, Operations Management, Business Process...
Education
The Ohio State University Fisher College of Business 2005 — 2009
BSBA, Operations Management
JPMorgan Chase September 2013 - Present
Ohio Environmental Protection Agency January 2013 - May 2013
The Law and Leadership Institute September 2011 - April 2013
Ohio Senate Minority Caucus September 2012 - December 2012
Legal Aid Society of Columbus October 2011 - October 2012
National Association of Realtors May 2011 - July 2011
Skills
Legal Writing, Legal Research, Public Speaking, Policy Analysis, Public Policy, Westlaw, Research, Government
Education
The Ohio State University Moritz College of Law 2010 — 2013
Doctor of Law (J.D.)
John Glenn School of Public Affairs 2011 — 2013
Master of Public Policy and Management (M.A.)
University of Cincinnati 1999 — 2003
Bachelor of Science (B.S.), Environmental Studies
Nationwide Insurance May 2014 - Present
JPMorgan Chase March 2013 - August 2013
Cassidy Turley June 2012 - September 2012
Skills
Finance, Real Estate, Microsoft Excel, Entrepreneurship, Marketing, Financial Analysis, Training, Market Research, Negotiation, Financial Modeling, Investments, Debt & Equity Financing
Education
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science in Business Administration, Finance, Real Estate
JPMorgan Chase August 2014 - Present
JPMorgan Chase July 2012 - December 2013
JPMorgan Chase June 2009 - July 2012
JPMorgan Chase December 2010 - May 2011
Victoria's Secret July 2006 - July 2009
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, Loan Origination, Refinance, FHA, Residential Mortgages, Banking, Credit Analysis, VA loans, FHA financing, Consumer Lending, Retail, Customer Service, Customer Satisfaction, Marketing, Marketing Communications, Visual Merchandising, Store Operations, MS Office Suite, Apple OS, Adobe, FHA Financing
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2008
Bachelor of Science (BS), Marketing/Marketing Management, General
Bath & Body Works March 2014 - Present
Ohio Development Services Agency June 2013 - February 2014
JPMorgan Chase May 2010 - July 2012
National Taxpayers Union June 2009 - August 2009
Skills
Financial Reporting, Analysis, Strategic Financial..., Real Estate Economics, Retail Banking, Business Analysis, Funding, Refinance, Residential Mortgages, Microsoft Excel, Mortgage Underwriting, Data Analysis, Finance, Financial Modeling, Microsoft Office, PowerPoint, Financial Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2014
Specialized Master in Business- Finance, 3.89
The Ohio State University 2012 — 2013
Master of Science (M.S.), Agricultural, Environmental, and Development Economics, 4.0
Vanderbilt University 2006 — 2010
Bachelor's degree, Economics, 3.85
JPMorgan Chase August 2012 - Present
R+L Carriers April 2012 - August 2012
Quick Solutions June 2010 - April 2012
Compuware Corporation May 2005 - June 2010
Patni Computer Systems Ltd. August 2001 - May 2005
Godrej GE Appliances August 1999 - August 2000
Skills
Business Intelligence, SDLC, Data Warehousing, Business Analysis, Vendor Management, Agile Methodologies, ETL, Project Management, Software Project..., Management, Enterprise Software, Strategy, Analytics, Pre-sales, Microsoft SQL Server, Leadership, PMP, Quality Assurance, Cognos, Informatica, Data Mining, Tableau, Web Technologies, Software Development
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2010
MBA, Strategy, General Management
Boston Computer Institute 2000 — 2001
PGD, Computer Applications
University of Mumbai 1995 — 1999
BE, Production
Boston Computer Institute
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase June 2014 - September 2015
Insight Bank May 2013 - June 2014
American Federal Savings Bank December 2012 - May 2013
Hyde Park Prime Steakhouse, CAP October 2007 - May 2013
Skills
Sales, Loan Origination, Mortgage Lending, VA loans, FHA financing, Financial Statement..., Commercial Banking, Microsoft Office, Customer Service, Training, Leadership, Communication Skills, Management, Time Management, Customer Satisfaction, Social Networking, Recruiting, Marketing, Food & Beverage, Restaurants, Food Service, Fine Dining, Bartending, Refinance, Credit Analysis, FHA
Education
The Ohio State University Fisher College of Business 2007 — 2012
Bachelor of Science (BS), Business Administration/Finance/Entrepreneurship
Edward Jones March 2015 - Present
FBC Wellington April 2011 - April 2015
JPMorgan Chase December 2009 - July 2011
Cellular Sales August 2006 - January 2009
Skills
Public Speaking, Leadership Development, Leadership
Education
West Texas A&M University 1999 — 2004
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
The Southern Baptist Theological Seminary 2006 — 2011
Master of Divinity (M.Div.)
FirstEnergy June 2015 - Present
JPMorgan Chase November 2012 - March 2015
The University of Akron January 2011 - October 2012
Levin Consulting April 2010 - January 2011
The Knight Center August 2009 - December 2009
Roobrew Craft Beer June 2009 - September 2009
Skills
Market Research, Data Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Office, Social Networking, Quantitative Analytics, PeopleSoft, SAS, Credit Analysis, Marketing, Microsoft Word, Public Speaking, Leadership, Customer Service, Economic Research, ASP, Credit Risk, Econometrics, Oracle HR, PeopleSoft Financial, JMP, Salesforce.com, SOX 404, IT Controls, Regulatory Compliance, Data Analytics
Education
The University of Akron 2015 — 2017
Master’s Degree, Accounting- MSA
The University of Akron 2011 — 2012
MBA, Finance
The University of Akron 2004 — 2010
Bachelor's Degree, International Business
The University of Akron 2004 — 2010
Bachelor's Degree, Political Science
The Ohio State University Wexner Medical Center November 2013 - Present
JPMorgan Chase January 2012 - January 2013
OhioHealth May 2010 - August 2011
Skills
Analysis, Process Improvement, Finance, Data Analysis, Access, Microsoft Office, Financial Reporting, PowerPoint, Social Media, Microsoft Word, Microsoft Excel, Customer Service, Sales, Marketing, Public Speaking, Time Management, Event Planning, Team Building
Education
The Ohio State University Fisher College of Business 2015 — 2017
Master of Business Administration (M.B.A.)
The Ohio State University - The Max M. Fisher College of Business 2008 — 2011
Bachelor of Science (B.S.), Finance, General
University of Cincinnati 2007 — 2008
Granville High School
JPMorgan Chase December 2013 - Present
J.P. Morgan Chase June 2010 - November 2013
J.P. Morgan Chase October 2006 - June 2010
JPMorgan Chase Wealth Management May 2005 - September 2006
JPMorgan Chase Private Client Services May 2004 - May 2005
JPMorgan Chase Private Client Services June 2001 - May 2004
CGEY / Financial Solutions Group August 1999 - March 2001
Cap Gemini Ernst & Young (CGEY) July 1997 - August 1999
ABB Industrial Systems November 1995 - March 1997
Skills
Risk Management, Business Intelligence, Finance, Strategic Planning, Decision Support, CRM, Leadership, Marketing, Consulting, Sales, Content Management, Contract Management
Education
The Ohio State University Fisher College of Business 1998 — 2000
M.B.A., Finance, General Management
University of Michigan 1994 — 1995
Masters of Science, Chemical Engineering
University of Mumbai 1990 — 1994
B.S., Chemical Engineering
Blackbaud September 2013 - Present
Blackbaud October 2011 - August 2013
JPMorgan Chase August 2009 - October 2011
Young Isaac June 2006 - April 2007
Skills
Financial Modeling, Financial Analysis, Project Management, Financial Reporting, Corporate FP&A, Leadership, Adaptive Planning, Valuation Modeling, SaaS, System Implementations
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2009
BSBA, Accounting
Agape Alliance June 2014 - Present
Kristy's House November 2011 - Present
Defender Direct December 2008 - April 2011
JPMorgan Chase March 2006 - December 2008
Skills
Compliance, Risk, Training Delivery, Public Speaking, Leadership, Management
Education
The Seattle School of Theology & Psychology 2014 — 2015
Certificate, Counseling
University of Indianapolis - School of Business 2000 — 2005
B.S., Business - Organizational Leadership
S&V Consulting January 2015 - Present
VFC Lorain County November 2014 - Present
Catamaran Home Delivery December 2013 - June 2014
Ten Point / CSI Complete June 2013 - August 2013
Safelite AutoGlass June 2012 - December 2012
Scotts Lawnservice January 2012 - June 2012
Chase May 2010 - June 2011
JPMorgan Chase March 2005 - May 2010
Bank One January 2003 - March 2005
MBNA, Beachwood, Ohio 2000 - 2002
Skills
Process Improvement, Strategic Planning, Team Building, Project Management, Banking, Risk Management, Conflict Resolution, Small Business, Program Management, Microsoft Office, Due Diligence, Team Leadership, Business Continuity, Event Management, Organizational..., Operations Management, Business Analysis, Contract Negotiation, Analysis, Call Center, Recruiting, Leadership Development, Retail, Portfolio Management, Microsoft Excel, Negotiation, Call Centers, Fundraising, Leadership, Public Speaking, Marketing
Education
The University of Akron 1980 — 1986
BA
J.P. Morgan August 2015 - Present
MetLife June 2014 - August 2014
J.P. Morgan November 2011 - June 2013
J.P. Morgan Private Bank May 2009 - October 2011
J.P. Morgan April 2008 - May 2009
JPMorgan Chase July 2007 - April 2008
JP Morgan Chase June 2006 - August 2006
Small Business Development Center January 2006 - May 2006
Linden Asset Management September 2005 - December 2005
Skills
Finance, Banking, Analysis, Credit, Credit Risk, Hedge Funds, Business Planning, Market Research, Program Management, Financial Risk, Relationship Management, Portfolio Management, Training, Wealth Management, Marketing, Strategy, Business Management, People Development, Coaching, Mentoring, Client Relations, Organization Skills, Recruiting, Presentations, Financial Modeling
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (M.B.A.), General Management
University of Scranton 2003 — 2007
B.S. Summa Cum Laude, Majors: Finance, Economics
Emerson Network Power October 2014 - Present
Edward Jones March 2014 - July 2014
JPMorgan Chase August 2012 - February 2014
JPMorgan Chase August 2011 - August 2012
JPMorgan Chase August 2009 - August 2011
JPMorgan Chase December 2003 - April 2009
Skills
Series 7, Retirement Planning, Mutual Funds, Wealth Management, Investments, Strategic Financial..., Uniform Combined State..., Retirement, Investment Advisory, Asset Allocation, Fixed Annuities, Securities, Portfolio Management, Financial Advisory, Process Improvement, Business Analysis, Change Management, Financial Analysis, Financial Reporting, Budgets, Forecasting, Financial Forecasting, Business Process, Operations Management, Operational Excellence
Education
The Ohio State University Fisher College of Business 2001 — 2003
Master of Business Administration (MBA), Operations Management and Supervision
West Virginia University 1995 — 1999
Bachelor of Science (BS), Industrial Engineering
Ohio Department of Commerce May 2015 - Present
Ohio Department of Commerce December 2014 - May 2015
Nationwide Insurance September 2011 - December 2014
Franklin County Prosecutor's Office May 2010 - August 2010
Scripps Networks Interactive Inc. June 2009 - August 2009
Frost Brown Todd May 2009 - June 2009
JPMorgan Chase June 2007 - September 2007
Skills
Insurance, Risk Management, Financial Services, Mergers, Banking, Property & Casualty..., Corporate Law
Education
The Ohio State University Moritz College of Law 2008 — 2011
Doctor of Law (J.D.), Law
The Ohio State University - The Max M. Fisher College of Business 2004 — 2008
Bachelor of Science in Business Administration, Finance and Real Estate
JPMorgan Chase & Co. August 2015 - Present
JPMorgan Chase August 2013 - Present
JPMorgan Chase June 2011 - July 2013
Boeing June 2010 - September 2010
Merrill Lynch January 2009 - June 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Public Speaking, Strategic Planning, Budgets, Visual Basic, Tableau, Business Objects, SAP BI, Access Database, Presentations, Data Analysis, Financial Modeling, Data Modeling
Education
The Ohio State University Fisher College of Business 2007 — 2011
Bachelor of Science (B.S.), Finance and International Business, 3.7 / 4.0
Universidad Pontificia Comillas 2010 — 2010
Finance
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan March 2014 - July 2015
J.P. Morgan September 2013 - March 2014
JPMorgan Chase June 2012 - September 2013
PNC September 2011 - June 2012
JPMorgan Chase May 2010 - September 2011
H.H. Gregg August 2006 - March 2010
Skills
Self Driven, Marketing Communications, Negotiation, Closing Skills, Retail Banking, Selling Skills, Self-driven, Sales, Banking, Training, Investments, Finance, Time Management, Marketing, Insurance, Wealth Management, Coaching, Series 63, Fixed Annuities, Series 6, Financial Advisory, Credit Cards, Leadership, Sales Presentations, Bonds, Customer Acquisition, Credit, Asset Management, Portfolio Management, Teamwork, Securities, Account Management, Retirement Planning, Options, Cross Selling, Series 24, Cash Management, Investment Management, Risk Management, IRAs, Series 65, Equities, Wealth Management..., Life Insurance, Financial Services, Series 7, Management, Public Speaking, Microsoft Office, Customer Service
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2013
Bachelor of Business Administration (BBA), Marketing
Wells Fargo Securities August 2015 - Present
Global Health, Education, and Economic Development (Global HEED) January 2009 - Present
Deutsche Bank June 2014 - July 2015
Deutsche Bank July 2013 - September 2013
Truepoint Wealth Counsel August 2011 - September 2012
Truepoint Wealth Counsel March 2008 - August 2011
JPMorgan Chase July 2006 - February 2008
Skills
Investment Strategies, Strategic Financial..., Portfolio Management, Retirement Planning, Financial Analysis, Financial Modeling, Finance, Wealth Management, Investment Management, Mutual Funds, Investment Banking, Asset Allocation, Investments, Financial Advisory, Financial Planning
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting, Economics, Entrepreneurship
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Science in Business Administration, Finance
Indian Hill High School 1998 — 2002
JPMorgan Chase 2003 - Present
Applied Innovation 2001 - 2002
Sterling Commerce an AT&T company 1997 - 2001
CompuServe Incorporated 1984 - 1997
Education
The Ohio State University Fisher College of Business 1981 — 1983
University of Kentucky 1978 — 1980
JPMorgan Chase June 2011 - Present
Wells Fargo May 2010 - May 2011
Office Max Inc August 2006 - October 2009
JC Penney November 2004 - May 2006
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
Bachelor of Science in Business Administration, Finance
Columbus State Community College 2006 — 2008
Associate of Arts, AA
Stifel Nicolaus October 2010 - Present
Stifel Nicolaus June 2009 - October 2010
KeyBanc Capital Markets July 2007 - February 2009
JPMorgan Chase June 2006 - September 2006
Skills
Capital Markets, Derivatives, Finance, Financial Analysis, Financial Modeling, Fixed Income, Investments, Portfolio Management, Valuation, Bonds, Management
Education
The Ohio State University Fisher College of Business 2003 — 2007
BSBA, Finance
Victoria's Secret November 2011 - Present
Accenture July 2008 - November 2011
Fisher College of Business September 2006 - June 2008
JPMorgan Chase July 2001 - September 2006
Huntington National Bank September 1999 - July 2001
Skills
Product Management, Strategy, Financial Analysis, Financial Modeling, Management Consulting, Performance Management, Integration, IT Strategy, Business Strategy, Marketing Strategy, Strategic Planning, Management, Leadership, Project Management, Business Analysis, Process Improvement, Analysis, Business Process..., Finance, Program Management, Data Analysis
Education
The Ohio State University Fisher College of Business 2007 — 2008
MBA, Strategy
The Ohio State University - The Max M. Fisher College of Business 1995 — 1999
B.S., Finance
JPMorgan Chase September 2013 - Present
Ohio Disability Rights and Policy Center (D.B.A. Disability Rights Ohio October 2012 - September 2013
Ohio Legal Rights Service September 1981 - October 2012
Skills
Legal Research, Mediation, Legal Writing, Public Speaking, Research, Civil rights litigation, Employment Matters, Risk Management, Supervisory Skills, Non-profits, Civil Rights Litigation, Editing, Nonprofits, Public Policy, Litigation, Appeals, Arbitration, Courts, Employment Law, Civil Litigation, Policy
Education
The Ohio State University Moritz College of Law 1978 — 1981
J.D., Law
Kenyon College 1974 — 1978
Bachelor of Arts (B.A.), English Literature
Ohio Department of Rehabilitation and Correction December 2014 - Present
JPMorgan Chase & Co. June 2014 - November 2014
JPMorgan Chase April 2013 - April 2014
JPMorgan Chase October 2012 - March 2013
The Ohio State University March 2010 - October 2012
Garabidian Company, Ethiopia April 2006 - February 2007
Education
The Ohio State University Fisher College of Business 2008 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Micro Link Information Technology College, Ethiopia 2003 — 2005
Associate Degree, Computer Science Software Engineering
JPMorgan Chase & Co. September 2015 - Present
The Ohio State University August 2012 - August 2015
JPMorgan Chase June 2014 - August 2014
KeyBank June 2013 - August 2013
Quicken Loans June 2012 - August 2012
Skills
Microsoft Office, Marketing Strategy, Financial Analysis, Strategic Leadership, Recruiting, Risk Assessment, Operational Risk..., Marketing Communications
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2015
Bachelor of Science (BS), Finance and Economics
Saint Ignatius High School 2007 — 2011
High School
JPMorgan Chase September 2012 - Present
CitiGroup FInancial Inc March 2011 - June 2012
Crown Appraisal Group December 2009 - March 2010
Rosehill Veternairy Hospital March 2007 - March 2009
Skills
Real Estate, Negotiation, Retail, Microsoft Office, Public Speaking
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
Bachelor of Business Administration (BBA), ReaL Estate and Urban Devolpment
FirstEnergy January 2014 - Present
FirstEnergy Solutions December 2012 - January 2014
FirstEnergy Solutions June 2012 - December 2012
FirstEnergy November 2011 - June 2012
FirstEnergy May 2011 - November 2011
FirstEnergy August 2009 - May 2011
FirstEnergy September 2007 - August 2009
FirstEnergy February 2006 - September 2007
FirstEnergy September 2000 - February 2006
JPMorgan Chase January 2000 - September 2000
Skills
Process Improvement, Program Development, Consultancy, Public Speaking, Client Relationship..., Strategic Planning, Training & Development, Customer Relations, Cross-functional Team..., Product Development, Supplier Diversity, Mergers, Executive Communications, Workforce Planning, Survey Development, PMO, Energy Efficiency, Account Management, Energy, Report Writing, Presentation Development, Marketing Event Planning, Sales, Leadership, Sales Management, Oral & Written..., Relationship Management, Marketing, Supply Chain Management, Training, Customer Service, Analysis, Project Planning, SAP, Team Leadership, Exit Surveys, Change Management, Employee Training, Sales Operations, Customer Satisfaction, Project Management, Event Planning, Management, Contract Management, Business Planning, Strategy, Communication Training, Demand Response, Business Strategy, Time Management
Education
Manchester
The University of Akron 2000 — 2009
Bachelor of Science, Business Administration
Cardinal Health July 2015 - Present
Main T Investments, DBA Play It Again Sports June 2006 - Present
JPMorgan Chase 2011 - June 2015
Robert M Baldwin M.D. Inc November 1990 - September 2011
Education
The Ohio State University Fisher College of Business 1983 — 1987
Bachelors of Science, Management Information Systems, Accounting
EY January 2015 - Present
Bank of the West (subsidiary of BNP Paribas) July 2010 - January 2015
Freddie Mac March 2009 - May 2010
JPMorgan Chase September 2008 - January 2009
Washington Mutual Card Services January 2007 - September 2008
Key Bank August 2005 - December 2006
Skills
Internal Audit, Operational Risk, Process Improvement, Risk Management, Internal Controls, Basel II, Sarbanes-Oxley Act, Analysis, Business Continuity, ACH, Wire Transfers, Capital Markets, Risk Assessment, Management, Change Management, Compliance, Credit Cards, Financial Modeling
Education
The University of Akron 2003 — 2005
Master of Business Administration (M.B.A.), Finance and Global Sales Management
Welcomgroup School of Hotel Administration 1997 — 2001
BHM, Hotel Management
Wells Fargo 2013 - Present
JPMorgan Chase 2011 - 2013
Abbott Laboratories 2007 - 2011
Owens Corning 2001 - 2007
Kane Magnetics International October 1999 - December 2001
Cremer Thermoprozessanlagen GmbH March 1995 - July 1997
Skills
Cross-functional Team..., Six Sigma, Strategic Sourcing, Lean Manufacturing, Procurement, Program Management, Strategy
Education
The Ohio State University - The Max M. Fisher College of Business 2004 — 2006
MBA, Weidler Scholar Award Winner
Chongqing University
B.S. (Honor), Metallurgical and Materials Engineering
Iowa State University
MS, Materials Science
The Ohio State University - The Max M. Fisher College of Business
MBA, General
JPMorgan Chase June 2012 - Present
JPMorgan Chase June 2012 - Present
Nationwide Insurance September 2010 - May 2012
Nationwide Insurance August 2008 - September 2010
Fisher College of Business September 2007 - June 2008
Owens Corning June 2007 - September 2007
Skills
Financial Risk, Risk Management, Financial Analysis, Microsoft Excel, Corporate Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2004 — 2008
BSBA, Finance, Risk Management
JPMorgan Chase June 2007 - June 2009
JPMorgan Chase July 2003 - April 2006
PMI Mortgage Insurance Co. December 2002 - June 2003
MMS Mortgage Services, Ltd. July 1997 - July 2001
Education
The Ohio State University - The Max M. Fisher College of Business 2001 — 2003
Bachelor of Science in Business Administration, Real Estate and Urban Analysis
JPMorgan Chase November 2004 - Present
Qwest Communications 1999 - 2004
MCI/WorldCom Advanced Networks June 1998 - March 1999
Education
The Ohio State University Fisher College of Business 1995 — 1999
BSBA, Marketing and Transportation/Logistics
JPMorgan Chase November 2002 - Present
JP Morgan Chase 2002 - 2008
Education
The Ohio State University Fisher College of Business 1997 — 2002
DigitalML 2011 - Present
Nationwide Insurance 2005 - 2011
JPMorgan Chase 1998 - 2005
United States Marine Corps 1983 - 1992
Education
The Ohio State University Fisher College of Business
BSBA, Accounting, Information Systems
Huntington National Bank March 2011 - Present
Cardinal Health October 2009 - June 2011
Nationwide Insurance 2008 - 2008
JPMorgan Chase April 2006 - August 2007
JPMorgan Chase June 2003 - April 2006
Skills
Analysis, Business Analysis, CRM, Cross-functional Team..., Financial Modeling, Leadership, Management, Process Improvement, Strategy, Strategic Planning
Education
The Ohio State University Fisher College of Business 2007 — 2009
MBA, Finance
Xavier University 1999 — 2003
BSBA, Finance
St. Charles Preparatory School 1995 — 1999
JPMorgan Chase August 2011 - Present
JP Morgan Chase January 2005 - August 2011
Bank One January 1998 - January 2005
Chemical Mortgage Company January 1992 - January 1998
Education
The Ohio State University Fisher College of Business
JPMorgan Chase 2006 - Present
Education
The Ohio State University Fisher College of Business 1989 — 2003
JPMorgan Chase September 2011 - Present
Accenture Technology Solutions May 2010 - September 2011
SparkBase December 2008 - July 2010
FedEx Ground September 2001 - January 2009
Abison 2008 - 2008
FedEx Ground January 2004 - January 2007
Skills
Design Patterns, Agile Methodologies, Software Development, JUnit, OOP, SDLC, SOA, Spring, Software Engineering, Performance Tuning, Subversion, Java, Java Enterprise Edition, JavaScript, Eclipse, Hibernate, PHP, Perl, SQL, Oracle, XML, CSS, Python, TDD, JVM, Linux
Education
The University of Akron 2005 — 2008
BS, Computer Science
JPMorgan Chase May 2015 - Present
JPMorgan Chase & Co. May 2013 - May 2015
UBS Wealth Management October 2012 - May 2013
JPMorgan Chase & Co. July 2009 - October 2012
JPMorgan Chase February 2007 - June 2009
JPMorgan Chase & Co. February 2006 - February 2007
JPMorgan Chase & Co. August 2005 - January 2006
Skills
Internet Banking, Mobile Banking, Online Trading, Competitive Analysis, Product Management, XML, Retail Banking, Banking, Strategy, Leadership, Electronic Trading..., Vendor Management, Business Development, Financial Services, Management, Process Improvement, Project Management, Training, Financial Analysis, SDLC
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Economics, Int'l Business
The Ohio State University Fisher College of Business 2001 — 2005
BSBA, Transportation & Logistics
JPMorgan Chase September 2006 - Present
JPMorgan Chase May 2004 - September 2006
Education
The Ohio State University Fisher College of Business 1998 — 2000
University of Michigan 1994 — 1995
Masters of Science, Chemical Engineering
JPMorgan Chase May 2012 - Present
JPMorgan Chase August 2009 - November 2012
Ernst & Young September 2005 - August 2009
The Ohio State University 2004 - 2005
Procter & Gamble January 2003 - August 2004
Skills
Financial Reporting, Accounting
Education
The Ohio State University Fisher College of Business 2004 — 2005
Master of Accounting
Wright State University 2000 — 2004
Cohen & Steers April 2014 - Present
KeyBanc Capital Markets June 2010 - April 2014
JPMorgan Chase July 2009 - June 2010
Skills
Investments, Fixed Income, Portfolio Management, Asset Management, Asset Allocation, Investment Management, Economics, Equity Research, Equities, Financial Analysis, Series 7, Wealth Management, Investment Strategies, Financial Markets, Valuation, Due Diligence, Bloomberg, Hedge Funds
Education
The Ohio State University Fisher College of Business 2005 — 2009
BSBA, Finance, Economics
FirstEnergy April 2010 - Present
Charter One Bank May 2009 - April 2010
Chemstress Consultant Company 2008 - May 2009
The University of Akron August 2007 - May 2009
Royal Borough of Kensington Chelsea (London District Council) June 2007 - August 2007
First Merit Bank March 2005 - July 2006
JPMorgan Chase May 2004 - March 2005
Highland Local Schools January 2000 - May 2004
Skills
Process Improvement, Financial Reporting, Forecasting, Project Management, Analysis, Microsoft Excel, Data Analysis, Access, Financial Analysis, Sales, Outlook, Consulting, Proposal Writing, Marketing, Statistics, Microsoft Word, SAP, Visio, Pricing, Software Documentation, QlikView Development, SQL
Education
The University of Akron 2008 — 2011
MBA, Business Administration and Management, General, 3.6
The University of Akron 2000 — 2007
B.S., Corporate Financial Managment
Citigroup August 2011 - Present
Allianz Global Investors November 2009 - April 2011
JPMorgan Chase November 1999 - August 2008
CENTRAL PROGRAMMING SYSTEMS, INC., New York, NY August 1998 - November 1999
TECHSTAR INTEGRATION SERVICES, New York, NY October 1997 - August 1998
CBS Corporation 1990 - 1998
CBS Corporation 1990 - 1998
CBS Corporation 1990 - 1998
CBS INC., New York, NY January 1990 - September 1997
KPMG Peat Marwick 1989 - 1990
Skills
Business Continuity, Supplier Risk Management, SharePoint Designer, Global Strategy, Business Resilience, Risk Management, Project Management, Information Security, Management, Business Analysis, Program Management, Business Continuity..., Vendor Management, SharePoint, Disaster Recovery, Information Security..., IT Strategy, PMO, Project Portfolio..., ITIL, Business Process, IT Management, Software Documentation, IT Operations, Crisis Management, Governance, SDLC, Information Technology, Enterprise Architecture, Business Process..., PMP, Data Center, Outsourcing, Financial Services, Financial Risk, Infrastructure, Business Process..., Business Transformation
Education
The Sage Colleges - Russell Sage College 1974 — 1978
BA, Mathematics and Economics
JPMorgan Chase February 2011 - Present
JPMorgan Chase February 2009 - January 2011
JPMorgan Chase July 2007 - January 2009
JPMorgan Chase June 2006 - September 2006
Skills
Business Strategy, Business Process..., Project Management, Data Analysis, Strategic Planning, Strategy Execution, Operations Management, Process Management
Education
The Ohio State University Fisher College of Business 2003 — 2007
Bachelor of Science of Business Administration, Finance
Johnson & Johnson June 2015 - Present
JPMorgan Chase March 2012 - October 2014
Morgan Stanley July 2010 - March 2012
Credit Suisse May 2005 - July 2010
Ernst & Young May 2003 - May 2005
Skills
Strategic Sourcing, Vendor Management, Contract Negotiations, Global Sourcing, Procurement, Software Licensing, Compliance, Intellectual Property, Risk Mitigation, Risk Management, Contract Negotiation, Negotiation, Program Management, Supply Management, CRM, Cross-functional Team..., Sourcing, Strategy, Portfolio Management, Process Improvement, Business Process..., Change Management, Professional Services, Management, Outsourcing, IT Management
Education
The Ohio State University Moritz College of Law 1994 — 1997
JD, Law
Vassar College 1990 — 1994
BA, Political Science
Huntington National Bank October 2014 - Present
Huntington National Bank August 2012 - Present
JPMorgan Chase January 2005 - August 2012
JP Morgan Chase 2004 - 2005
Bank One 1997 - 2004
Skills
ATM networks, Analytics, Banking, Business Analysis, Financial Modeling, Lease Negotiations, Strategy, ATM Networks, Financial Services, Leadership, Finance
Education
The Ohio State University - The Max M. Fisher College of Business 1995 — 1997
MBA, Finance
CAS August 2014 - Present
CAS June 2012 - August 2014
Tutor ME University November 2012 - May 2013
JPMorgan Chase June 2011 - August 2011
Skills
Management, Data Analysis, Marketing, Process Improvement, Microsoft Excel, Project Management, Microsoft Office, Entrepreneurship, Customer Service, Banking, Leadership, Business Planning, Financial Analysis, Business Development, MySQL, Project Planning, Agile Methodologies
Education
The Ohio State University College of Engineering 2009 — 2012
Bachelor of Science, Engineering; Computer Science & Engineering, 3.5
The Ohio State University - The Max M. Fisher College of Business 2006 — 2009
Bachelor of Science, Business Administration; Finance, 3.83
State Auto Insurance February 2012 - Present
JPMorgan Chase 2010 - February 2012
KPMG LLP 2004 - 2010
Auditor of State of Ohio 1997 - 2004
Skills
Internal Controls, Financial Reporting, Auditing, Accounting, GAAP, Finance, Financial Statements, Sarbanes-Oxley Act, Management, Financial Analysis, Variance Analysis, CPA, Insurance, Cash Management, Internal Audit, Financial Audits, US GAAP, SEC filings, Statutory Accounting, Financial Accounting, Accounting for income..., OMB Circular A-133, Generally Accepted..., SEC Filings
Education
The Ohio State University - The Max M. Fisher College of Business 1990 — 1994
BS, Accounting
JPMorgan Chase April 2007 - Present
JP Morgan 2001 - 2009
GBQ Partners January 2002 - March 2002
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Investments, Banking, Due Diligence, Process Improvement, Corporate Finance
Education
The Ohio State University Fisher College of Business 1997 — 2002
BSBA, Accounting, Marketing
watterson
CoreLogic June 2013 - Present
JPMorgan Chase May 2011 - May 2013
JPMC June 2009 - May 2011
JPMC September 2008 - June 2009
Washington Mutual May 2003 - September 2008
Long Beach Mortgage 2006 - 2007
Fleet Mortgage Group January 1990 - June 2002
Bank One April 1986 - May 1989
Bank One September 1984 - April 1986
Skills
Risk Management, Portfolio Management, Capital Markets
Education
The Ohio State University Fisher College of Business 1985 — 1986
MBA Program
University of Cincinnati College of Business 1980 — 1984
BBA, Finance
JPMorgan Chase 1988 - 2009
Bank One 1993 - 2004
Valley National Bank of Arizona 1988 - 1993
Education
The Ohio State University Moritz College of Law 1965 — 1969
Juris Doctor, Law
University at Buffalo 1961 — 1965
Bachelor of Arts, Mathematics
JPMorganChase January 2011 - Present
JPMorgan Chase 2009 - January 2011
Ulmer & Berne January 2008 - April 2009
Education
The Ohio State University Moritz College of Law 2006 — 2009
J.D, Law
The Ohio State University Fisher College of Business 2005 — 2006
Masters, Accounting
The Ohio State University Fisher College of Business 2002 — 2006
B.S.B.A, Accounting & Finance
Consultant - Regions through Infor December 2013 - Present
Consultant - JPMorgan Chase through Infor August 2012 - October 2013
Consultant - Wells Fargo through RWC April 2010 - August 2012
Consultant - JPMorgan Chase, Huntington National Bank, RBC through Infor December 2007 - April 2010
JPMorgan Chase March 1989 - November 2007
Skills
Requirements Gathering, Testing, Banking, JCL, Quality Center, COBOL, Fileaid, Integration, Software Documentation, User Acceptance Testing, SharePoint, Project Management
Education
The Ohio State University Fisher College of Business 1979 — 1984
BSBA, Information Technology
State Teachers Retirement System of Ohio January 2014 - Present
State Teachers Retirement System of Ohio February 2006 - December 2013
JPMorgan Chase January 2000 - February 2006
ABB June 1998 - January 2000
Skills
Emerging Markets, Global Macro, Country Risk Analysis, CFA
Education
The Ohio State University Fisher College of Business 2002 — 2004
MBA, Finance
The Ohio State University Fisher College of Business 1994 — 1998
B.S.B.A., Finance
Fifth Third Bank July 2012 - Present
The Summit Country Day School February 2010 - June 2014
Fifth Third Bank January 2010 - July 2012
JPMorgan Chase June 2009 - September 2009
Parker Hannifin June 2008 - August 2008
Skills
US GAAP, Financial Analysis, Analysis, Internal Audit, Accounting, Financial Reporting, Risk Management, Marketing, Data Analysis, Auditing, IT Audit, Sarbanes-Oxley Act, Internal Controls
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2009
BSBA, Accounting, Information Systems
JPMorgan Chase February 2014 - Present
Department of Veterans Affairs July 2010 - February 2014
US Bank January 2007 - October 2007
US Army June 2001 - February 2006
Skills
Regulatory Compliance, Data Analysis, Benefits Administration, Leadership, Problem Solving, Payroll, Budgets, Microsoft Office, Accounting, Customer Service, Process Improvement, Time Management
Education
The University of Akron 2006 — 2009
Bachelor of Science in Finance, Corporate Finance
Huntington National Bank August 2014 - Present
Citi May 2013 - August 2014
JPMorgan Chase 2012 - 2013
Citi 2011 - 2011
Skills
Corporate Finance, Finance, Valuation, Financial Modeling, Financial Analysis, Business Analysis, Microsoft Excel, Forecasting, Financial Reporting, Accounting, Data Analysis, Portfolio Management, Strategic Financial..., Risk Management, Investments, Analysis, Banking, Credit
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
MBA, Finance & Risk Management
Institute of Business Administration ,Karachi,Pakistan 1998 — 2000
MBA, Accounting
St. Joseph's College ,Pakistan
UBS Financial Services, Inc., UBS International Division November 2009 - Present
JPMorgan Chase August 2000 - November 2009
Skills
Equities, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Securities, Series 63, Series 7, Strategic Financial..., Wealth Management
Education
The Ohio State University Fisher College of Business 1984 — 1988
Bachelor of Science in Business Adminstration, Finance
JPMorgan Chase June 2010 - September 2014
NATIONWIDE REALTY INVESTORS, LTD June 2002 - September 2009
Glimcher Realty Trust September 2000 - May 2002
Skills
Accounting, Financial Reporting, Cash Flow, Finance, Accounts Payable, Budgets, Accruals, Bank Reconciliation, Real Estate, Fixed Assets, Invoicing, Negotiation, Project Management, Human Resources, Security Clearance, Lease Administration, Analysis, Account Reconciliation, Forecasting, Variance Analysis, Auditing, Accounts Receivable, Due Diligence
Education
University of Phoenix 2008 — 2010
MBA, Business Administration and Management, General
The Ohio State University - The Max M. Fisher College of Business 1986 — 1991
BSBA, Accounting
St. Edward High School 1982 — 1986
JPMorgan Chase 1992 - Present
Skills
Commercial Litigation, Litigation, Corporate Law, Banking, Legal Research
Education
The Ohio State University Moritz College of Law 1984 — 1987
J.D.
University of Dayton 1980 — 1984
B.A.
Alter High School
JPMorgan Chase November 2013 - Present
Deloitte & Touche October 2007 - November 2013
Deloitte LLP November 2007 - November 2010
Deloitte & Touche October 2004 - October 2007
Deloitte & Touche 2000 - 2004
Schneider Downs 1998 - 2000
Skills
SEC filings, Sarbanes-Oxley Act, Internal Controls, US GAAP, Financial Reporting, Auditing, Accounting, External Audit, Financial Analysis, GAAP, IFRS, Financial Accounting, Internal Audit, CPA, Big 4, Assurance, Enterprise Risk..., Financial Modeling, Management Consulting, Credit Risk, Capital Raising
Education
The Ohio State University Fisher College of Business 1992 — 1998
B.S., Business Administration, Accounting, Criminology
OCLC April 2010 - Present
OCLC November 2008 - March 2010
JPMorgan Chase December 2006 - November 2008
SmarTeam 2003 - 2005
Skills
Spring, Java Enterprise Edition, Integration, SDLC, Web Services, Agile Methodologies, SQL, Business Analysis, Oracle, Linux, Websphere, Software Development, Project Management, Java, SOA, JavaScript, Enterprise Architecture, Tomcat, Maven, Process Improvement, Mobile Devices, XML, Struts, Program Management
Education
The Ohio State University Fisher College of Business 1992 — 1997
Bachelor of Sciense Business Administration, Management Information Systems, Accounting
Erie Neighborhood House November 2014 - Present
National Community Tax Coalition January 2011 - November 2014
Center For Economic Progress January 2009 - January 2014
JPMorgan Chase July 2006 - January 2009
Children's Outing Association January 2004 - June 2006
Skills
Outlook, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Team Building, Accounting, Social Media, Microsoft Office, Microsoft Word, Microsoft Excel, Photoshop, Microsoft Publisher, PowerPoint, Fundraising, Leadership, Training, Volunteer Management
Education
The School of the Art Institute of Chicago 1998 — 2002
Bachelor of Arts (B.A.), Fine Arts - Visual Communications
JPMorgan Chase November 2013 - Present
Goldman Sachs (Singapore) Pte April 2002 - September 2013
Skills
Derivatives, Trading Systems, Capital Markets, Financial Modeling, Equities, Risk Management, Valuation, Management Consulting
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1998 — 2000
Master of Business Administration (MBA)
ICAI
JPMorgan Chase June 2013 - Present
JPMorgan Chase August 2012 - June 2013
JPMorgan Chase July 2011 - August 2012
Abercrombie & Fitch March 2010 - July 2011
JP Morgan Chase June 2010 - August 2010
Skills
SAP GL, Essbase, Microsoft Excel, Microsoft Word, Access, PowerPoint, QuickBooks, Financial Analysis, Financial Statements, Auditing, Corporate Budgeting, Corporate Finance, Process Analysis, Financial Accounting
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2011
Bachelor, Finance and Marketing
The Guernsey Bank 2013 - Present
First Church of the Nazarene 2004 - 2013
JPMorgan Chase 2011 - 2012
CBC Companies 1992 - 2011
Skills
Financial Analysis, Bank Reconciliation, General Ledger, Payroll
Education
The Ohio State University - The Max M. Fisher College of Business 1987 — 1991
Bachelor's degree in Business Administration, Accounting major
Residential Finance 2012 - 2013
Charter One Mortgage 2011 - 2012
JPMorgan Chase 2008 - 2011
First NLC/The Lending Center 2005 - 2007
Skills
Credit, Mortgage Lending, Loans, Underwriting, Refinance, Mortgage Banking, Analysis, Mortgage Underwriting, VA loans, Funding, FHA, Loan Origination, Residential Mortgages
Education
The Ohio State University - The Max M. Fisher College of Business 1999 — 2003
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services, 3.15
Upper Arlington High School
Diploma with Honors, College Prep
JPMorgan Chase 2007 - Present
JPMorgan Chase & Co. July 2004 - July 2007
Banc One Corp January 2004 - July 2004
Banc One Corp May 2000 - January 2004
Banc One Corp October 1997 - May 2000
KeyBank May 1996 - October 1997
Banc One Corp July 1989 - May 1996
Education
The Ohio State University - The Max M. Fisher College of Business 1985 — 1989
Bachelor of Science (BS), Information Systems / Operations Management and Supervision
JPMorgan Chase August 2009 - Present
Skills
Bank Reconciliation, Financial Analysis, Supervision, Staff Supervision, Account Reconciliation, Credit Analysis, Microsoft Excel, Church...
Education
The Southern Baptist Theological Seminary 2006 — 2006
Church Leadership, 3.5
Union University 1995 — 1998
BSBA, Finance, General, 3.35
Morgan Stanley Wealth Management October 2013 - Present
Chick-fil-A October 2013 - Present
O'Charley's August 2012 - July 2013
JPMorgan Chase November 2008 - March 2013
Commercial Savings Bank June 2006 - July 2008
The Village Family Restaurant August 2004 - July 2008
The Ohio State University September 2004 - June 2007
The Ohio State University September 2004 - June 2007
Skills
Banking, Loans, Credit, Financial Services, Risk Management, Fixed Income, Securities, Process Improvement, Portfolio Management, Credit Analysis, Financial Analysis, Mutual Funds, Equities, Call Centers, Business Analysis, FHA, Loss Mitigation
Education
The Ohio State University - The Max M. Fisher College of Business 2004 — 2008
Bachelor of Applied Science (BASc), Business/Managerial Economics
The Ohio State University - The Max M. Fisher College of Business 2004 — 2008
Bachelor of Applied Science (BASc), Accounting
Upper Sandusky High School 2000 — 2004
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Rigid Global Components March 2007 - Present
JPMorgan Chase March 1997 - October 2005
Winterhaven Nursing Center March 1986 - October 1995
Education
The Philippine Women's University 1963 — 1965
Bachelor's degree, Foods And Nutrition
University of Southern Phillipines 1961 — 1963
Best Buy August 2013 - January 2014
JPMorgan Chase December 2012 - May 2013
Papa Johns September 2012 - May 2013
Hertz 2013 - 2013
Shedd Aquarium May 2012 - October 2012
Skills
Customer Service, Restaurants, Restaurant Management, Microsoft Office, Hospitality, Microsoft Word, Microsoft Excel, Food & Beverage, Food Service, PowerPoint, Time Management, Customer Satisfaction, Food, Inventory Management, Teamwork, Social Media, Sales, Management, Menu Development, Event Planning, Leadership
Education
The School of the Art Institute of Chicago 2011 — 2015
Bachelor of Arts (B.A.), Audio Arts
Gwendolyn Brooks College Prep High School 2005 — 2009