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
JPMorgan Chase List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at JPMorgan Chase. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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JPMorgan Chase Employees
Organic December 2013 - Present
Freelance 2008 - Present
Domani Studios May 2013 - December 2013
The Barbarian Group October 2012 - January 2013
Papa Lima 2008 - September 2012
CMJ 2006 - 2008
JPMorgan Chase 2005 - 2006
The Pitch 2004 - 2005
Skills
Writing, Editing, Magazines, Freelance Writing, Research, Online Advertising, Creative Strategy, Content Strategy, Editorial, Proofreading, Copywriting, New Media, Journalism, AP Style, Creative Writing, Social Media, Digital Storytelling, Branded Content, Web Content Management, Publications, Storytelling
Education
University of Kansas 2000 — 2004
B.S., Journalism
Goldman Sachs September 2013 - Present
JPMorgan Chase April 2011 - October 2012
US Navy July 2005 - May 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Accounting, Customer Service, Outlook, Financial Analysis, Leadership, Access, Time Management, Teamwork, Finance, Recruiting
Education
The University of Findlay
Master of Business Administration (M.B.A.)
The University of Findlay 2010 — 2013
Bachelor's degrees, Accounting Management and Accounting Finance
University of Phoenix 2008 — 2009
Associate's degree, General Studies
USAA March 2011 - Present
JPMorgan Chase January 2009 - March 2011
Morgan Stanley January 2008 - January 2009
J.P. Morgan February 2002 - March 2006
Skills
CERTIFIED FINANCIAL..., Series 7, Asset Allocation, Wealth Management, Series 63, Investments, Mutual Funds, Portfolio Management, Securities, Equities, Fixed Income, Investment Advisory, Asset Management, Estate Planning
Education
The University of Dallas
Graduate School of Management, Center For Professional Development/ Certified Financial Planner
University of North Texas
Bachelor's Degree, BA in Economics
ZipRecruiter March 2015 - Present
JPMorgan Chase May 2012 - March 2015
Kroenke Sports Enterprises May 2010 - June 2011
Denver Newspaper Agency (MediaNews Group) March 2009 - February 2010
Yahoo! January 2007 - December 2008
Yahoo! Hotjobs June 2003 - January 2007
Sprint Business January 2001 - December 2001
DDB Needham Worldwide June 2000 - January 2001
Saatchi & Saatchi April 2000 - June 2000
Skills
Sponsorship, Digital Media, Digital Marketing, Account Management, Email Marketing, Media Planning, Key Account Management, Sales Management, Online Marketing, Consultative Selling, Online Advertising, Advertising Sales, Advertising, Social Media, New Business Development, Customer Acquisition, Lead Generation, Promotions, PPC, SEO, Business Development, Cold Calling, Sales, Direct Sales, SEM, Selling, Negotiation, Marketing, Sales Operations, Management, Mobile Marketing, Salesforce.com, Social Media Marketing
Education
The University of Kansas 1997 — 2000
BS, Communications
University of Colorado Boulder 1996 — 1997
Corporate Communication
JPMorgan Chase & Co. August 2015 - Present
JPMorgan Chase June 2014 - August 2014
Raymond James Financial Inc. May 2011 - August 2013
Raymond James Financial Inc. June 2010 - May 2011
Raymond James Financial Inc. June 2009 - June 2010
Skills
Series 7, Strategy, Investments, Financial Analysis, Financial Modeling, Marketing, Business Analysis, Sales, Valuation, Corporate Finance, Private Equity, Finance, Investment Banking
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Washington and Lee University 2005 — 2009
B.S., Accounting and Business Administration
JPMorgan Chase June 2013 - Present
Tableau Software November 2013 - Present
Westerville Parks Foundation December 2009 - August 2014
Westerville City Schools March 2012 - March 2014
JPMorgan Chase July 2011 - June 2013
JPMorgan Chase July 2010 - July 2011
JPMorgan Chase April 2007 - July 2010
Fiserv Health July 2004 - April 2007
Nationwide Financial May 2003 - July 2004
IAM Technology December 1997 - October 2002
Skills
Business Intelligence, Tableau, Business Objects, Cognos, Oracle, Microsoft SQL Server, DB2, Teradata, Community Service, Integration, Data Warehousing, Data Analysis, Enterprise Architecture, Databases, ETL, Requirements Analysis, Analytics
Education
University of Cincinnati 1983 — 1989
BS, Electrical Engineering
University of Findlay
Master of Business Administration (M.B.A.)
JPMorgan Chase January 2012 - Present
Alliance Healthcare Services March 2010 - March 2012
HP Enterprise Services May 2011 - January 2012
GoDaddy.com June 2008 - March 2010
Manhattan Associates August 2002 - July 2008
Ogletree Deakins January 2000 - August 2002
Ernst & Young May 1997 - June 2000
Skills
VMware, Disaster Recovery, Windows Server, Storage, SAN, Netbackup, DataDomain, Technical Support, Data Domain, Virtualization, Cluster, Microsoft Technologies, VMware ESX, High Availability, Red Hat Linux, Citrix, Server Architecture, VMware Infrastructure, Backup & Restore, Storage Area Networks, Cloud Computing, Data Center, ITIL, Integration, NetBackup, Unix, Vendor Management
Education
The University of Georgia 1989 — 1992
Master of Education, ESL
Universite de Ouagadougou 1985 — 1989
Maitrise, Comparartive English Literature
Nandom Secondary School
JPMorgan Chase December 2013 - Present
EY October 2013 - Present
Ernst & Young October 2011 - October 2013
Deloitte August 2007 - September 2011
Skills
Hedge Funds, Private Equity, Mutual Funds, Commercial Banking, Retail Banking, Qualified Chartered..., Asset Management..., US GAAP, UK GAAP, IFRS, Financial Services
Education
The University of Glasgow 2003 — 2007
Bachelor of Arts (BA), Accounting and Finance
JPMorgan Chase & Co. September 2014 - Present
JPMorgan Chase February 2012 - Present
JPMorgan Chase & Co. January 2011 - February 2012
JPMorgan Chase & Co. March 2010 - January 2011
Skills
Customer Service, Loans, Management, Banking, Credit, Retail Banking, Commercial Banking, Consumer Lending, Loan Origination
Education
The University of Dallas
iotracks May 2014 - Present
Weave The People October 2013 - April 2015
ICON Technologies Corporation August 2012 - October 2013
5Degrees May 2011 - August 2012
The App House September 2009 - May 2011
Kilton Hopkins Advisors May 2009 - May 2011
JPMorgan Chase September 2008 - September 2009
JPMorgan Chase September 2005 - September 2008
Digital Voice Systems 2005 - 2005
MicroSolutions July 2001 - September 2004
Skills
Software Development, Start-ups, E-commerce, Mobile Devices, Entrepreneurship, Mobile Applications, Web Applications, Business Analysis, Leadership, Agile Methodologies, Management, ASP.NET, Business Strategy, Product Management, Software Project..., SDLC, Business Intelligence, IT Strategy, Programming, Software Design, Database Security, SaaS, Visual Basic, Mobile Technology, Cloud Computing, Integration, Enterprise Architecture, Strategic Partnerships, .NET, Database Design, Enterprise Software, Strategy, C#, Web Development, SQL, Software Engineering, User Experience, Architecture, Application Architecture, Analytics, Solution Architecture, Cross-functional Team..., SOA, Consulting, Web Services, Requirements Analysis, CRM
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Entrepreneurship, International Management
JPMorgan Chase & Co. September 2014 - Present
JPMorgan Chase October 2012 - September 2014
Chase Bank October 2009 - October 2012
Chase Bank June 2006 - September 2009
Skills
Consumer Lending, Small Business Lending, Branch Management, Retail Banking, Loans, Banking, Credit, Lines Of Credit, Commercial Banking, Cross Selling, Treasury Management, Relationship Management, Finance, Financial Analysis
Education
The University of Dallas 2010 — 2013
Master of Business Administration (MBA), Corporate Finance
The University of Dallas 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Association of Financial Professionals
Master of Business Administration (MBA) Corporate Finance, Treasury Management
JPMorgan Chase July 2014 - Present
General Motors September 2013 - December 2013
Raymond James Financial Services May 2013 - August 2013
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
University of Michigan 2010 — 2014
Bachelor's Degree
William P. Clements High School 2006 — 2010
High School Diploma
BMO Harris Bank April 2014 - Present
JPMorgan Chase November 2011 - December 2013
Regions Bank May 2010 - October 2011
DataLab USA October 2007 - April 2009
Merkle, Inc. July 2005 - October 2007
Bank of America March 2004 - December 2004
Harland Clarke December 1999 - May 2003
Skills
Product Marketing, B2B, Marketing Communications, Public Relations, Business Development, Direct Marketing, Database Marketing, Segmentation, Multi-channel Marketing, Direct Mail, Lead Generation, Integrated Marketing, Analytics, Marketing Strategy, Email Marketing, Marketing Management, Marketing, SEM, Customer Acquisition, Market Research, SEO, Customer Segmentation..., Brand Management, CRM databases, Advertising
Education
The University of Georgia
FirstMerit Bank February 2013 - Present
JPMorgan Chase January 2010 - January 2013
Capstone Advisory Group February 2009 - January 2010
CIT November 2005 - November 2008
GE Capital November 1994 - November 2005
Heller Financial June 1990 - November 1994
Arthur Andersen & Co. August 1987 - June 1990
Education
University of Chicago Graduate School of Business
Master of Business Administration (M.B.A.), Finance, General
University of Illinois at Urbana-Champaign
Bachelor's degree, Accounting
Sabre Corporation July 2013 - Present
JPMorgan Chase November 2012 - June 2013
Barclays Capital October 2008 - October 2012
Lehman Brothers March 2008 - October 2008
Lehman Brothers May 2007 - August 2007
360training November 2005 - August 2006
Apvision International Inc. September 2004 - October 2005
Skills
Agile Methodologies, Scrum, Selenium, Maven, Test Automation, Software Quality..., Sybase, Oracle, Perl, Software Development, Testing, Java, Release Management, Technical Documentation, Technical Presentations, Production Support, Software Documentation, Software Project..., Microsoft SQL Server, QTP, Software Engineering, Presentation Development, JIRA, Visio, Web Applications, Visual Basic, HP QTP
Education
University of Michigan 2006 — 2008
Master of Science (M.S.), Computer and Information Sciences
The University of Huddersfield 2000 — 2004
Bachelor of Science (B.S.), Computing Software Development
JPMorgan Chase December 2013 - Present
Royal Bank of Scotland March 2012 - December 2013
Royal Bank of Scotland April 2011 - April 2012
Royal Bank of Scotland September 2009 - February 2011
Royal Bank of Scotland July 2006 - September 2009
Royal Bank of Scotland September 2004 - June 2006
Skills
Risk Management, Banking, Retail Banking, Stakeholder Management, Strategy, Product Management, Operational Risk, Management, Financial Risk, Project Management, Financial Services, Governance, AML, Financial Regulation, Enterprise Risk..., Process Improvement, Leadership, Portfolio Management, Anti Money Laundering
Education
Chartered Institute of Bankers in Scotland 2002 — 2004
ACIBS, Banking Law, Practice and Accountancy
The University of Edinburgh 1997 — 2001
MA (2:1), American Studies (History & Politics)
George Watson's College 1984 — 1997
Bock & Hatch LLC August 2013 - Present
JPMorgan Chase August 2012 - July 2013
Bellator Fighting Championships April 2012 - May 2012
Bellows Law Group, PC March 2011 - March 2012
Indiana Circuit Court Judge Don Daniel August 2010 - November 2010
Prof. Walter Hellerstein May 2010 - June 2010
Prof. Paul Heald August 2009 - December 2009
Prof. Peter Appel August 2009 - December 2009
River Basin Center, University of Georgia School of Ecology August 2009 - December 2009
Western Judicial Circuit Public Defenders' Office May 2008 - August 2008
Skills
Civil Litigation, Trademarks, Corporate Law, Employment Law, Employee Handbooks, Research, Legal Writing, Contract Negotiation, Courts, Intellectual Property, Litigation, Legal Research, Appeals, Westlaw
Education
University of Georgia School of Law 2007 — 2010
J.D., Law
UNH School of Law 2009 — 2009
Visiting Student, Intellectual Property Law
The University of Georgia 2001 — 2005
Bachelor of Arts (B.A.), International Relations and Affairs; Minor in Mass Communications, 3.75
University of Oxford 2003 — 2003
Political Science and Government
Clickaroo Web Solutions July 2014 - Present
Forest Grove Farm January 2015 - June 2015
University of Georgia January 2012 - May 2013
JPMorgan Chase January 2011 - January 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Event Planning, Social Networking, Hydroponics, Chemical Safety, Insecticides, Fertilizers, Public Speaking, Microsoft Word, Time Management, Farmland, SEO, E-commerce SEO, Digital Marketing, Digital Strategy
Education
The University of Georgia 2011 — 2014
B.S.E.S., Environmental Economics and Management
The University of Georgia 2011 — 2014
Certificate, Local Food Systems
Nationwide Financial July 2010 - Present
Nationwide Financial Network September 2008 - September 2010
Ashland University January 2008 - April 2010
JPMorgan Chase August 2005 - September 2008
Franklin University June 2006 - March 2008
JPMorgan Chase September 2000 - September 2003
Skills
Leadership, Investments, Strategic Financial..., Mutual Funds, Analysis, Series 6, Retirement, Series 7, Banking, Management, Risk Management, Training, Financial Planning, Finance, Portfolio Management, Financial Services, Insurance
Education
The University of Findlay 1993 — 1996
JPMorgan Chase & Co. November 2014 - Present
JPMorgan Chase & Co. February 2013 - November 2014
JPMorgan Chase & Co. August 2011 - February 2013
JPMorgan Chase & Co. April 2010 - August 2011
JCPenney Corporation January 2005 - April 2010
JCPenney January 2005 - April 2010
Compass Bank February 2004 - December 2004
JPMorgan Chase August 2002 - February 2004
Bank of America March 2000 - August 2002
Skills
Forecasting, Leadership, Financial Analysis, Process Improvement, Finance, Management, Analysis, Inventory Management, Strategic Planning, Data Analysis, Microsoft Office, Customer Service, Mortgage Lending, Business Analysis, Asset Allocation, Cross-functional Team..., Training, Loans, Loss Mitigation, Banking, Trend Analysis, Operations Management, Budgets, Sales, Credit, Vendor Management, Team Building, Retail, Account Management, Time Management, Relationship Management, Capacity Planning, Project Management, Microsoft Excel, Reporting & Analysis, Mortgage Banking, Problem Solving, Business Planning, Critical Thinking, Scorecard Management, Production Support, Product Management, Business Advisory, Risk Management
Education
The University of Dallas 2004 — 2006
MBA, Emphasis in Entrepreneurship and Finance, 3.80 GPA
University of North Texas 1995 — 1999
BBA, Finance, 3.65 GPA (Cum Laude)
JPMorgan Chase February 2013 - Present
JPMorgan Chase February 2011 - February 2013
Bechtel June 2006 - October 2007
Stroytransgaz August 2003 - June 2006
Skills
Microsoft Office, ERP, Quantitative Analysis, Translation, Business Management, Corporate Finance, Project Coordination, Vendor Management, Risk Assessment, Financial Analysis, Scheduling, SharePoint, Data analysis,..., Business process..., Advanced analysis and..., Beeline Vendor..., Ariba Spend Management..., Materials Management, Root Cause and GAP..., AutoCAD, Business Process Mapping, Procedure Writing, Data Mining, Project Management, Process Scheduler, Management, Analysis, Quantitative Analytics, Process Improvement, Risk Management, Business Analysis, Business Process, Project Planning, SDLC
Education
The University of Dallas 2008 — 2011
MBA, Corporate Finance
Chelyabinsk State Pedagogical University 1998 — 2003
Master of Arts, Foreign Languages (English and French)
Accenture June 2014 - Present
Columbus Crew January 2013 - May 2014
USA Columbus Futsal Academy November 2013 - April 2014
JPMorgan Chase June 2013 - August 2013
Parking Solutions Inc. May 2010 - August 2013
Quick Solutions December 2012 - May 2013
JPMorgan Chase June 2012 - August 2012
The Ohio State University June 2011 - September 2011
Quick Solutions May 2010 - September 2010
GroundWork group - Orange County June 2008 - December 2009
Skills
Microsoft Office, Excel, PowerPoint, Word, Finance, Infrastructure, Information Technology, PeopleSoft, SharePoint, Customer Service, Leadership, Project Management, Mac, Team Building, Team Leadership, Networking, Microsoft Excel, Microsoft Word
Education
The Ohio State University 2010 — 2014
Bachelor's degree, Management Information Systems, 3.67
University of Findlay 2009 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.78
Big Walnut High School 2005 — 2009
Diamond Offshore July 2014 - Present
BHP Billiton December 2011 - May 2014
JPMorgan Chase May 2010 - December 2011
Cheniere Energy November 2006 - May 2010
Landry's Restaurants September 2005 - November 2006
Reliant Energy July 2000 - September 2005
Coach USA August 1999 - January 2000
GeoQuest September 1997 - September 1999
Marathon Oil Company February 1987 - September 1997
Skills
RMAN, Oracle Applications, Oracle, Oracle E-Business Suite, Oracle Discoverer, Oracle SQL, Shell Scripting, Performance Tuning, Oracle RAC, Oracle Enterprise..., AIX, Red Hat Linux, Database Administration, Unix Shell Scripting, Oracle Financials, Databases, Unix, SQL, Solaris, Weblogic, Disaster Recovery, Relational Databases, Linux, Patch Management, Grid Control, ERP, Microsoft SQL Server, System Administration, Data Warehousing, Database Design, SQL Tuning, PL/SQL, Oracle HR, Data Guard, Perl, Servers, High Availability, Data Modeling, Data Migration, Sybase, IT Management, IBM AIX, Oracle SQL Developer, WebLogic
Education
The University of Findlay 1987 — 1989
BA, Computer Science
James A. Rhodes State College 1983 — 1985
AS, Computer Science with Math Emphasis
Lima Technical College 1983 — 1985
AS, Computer Science
Fifth Third Bank December 2014 - Present
JPMorgan Chase August 2013 - November 2014
Hamilton State Bank September 2012 - August 2013
PNC Mortgage December 2011 - September 2012
SunTrust Bank December 2006 - May 2011
2006Wachovia/SouthTrust Mortgage May 2001 - November 2006
SouthTrust Bank January 1999 - April 2002
SouthTrust January 1999 - April 2002
SouthTrust Bank January 1996 - January 1999
Bank South January 1995 - January 1996
Skills
Loans, Refinance, Mortgage, Banking Relationships, Banking, Consumer Lending, Mortgage Lending-..., Mortgage Lending, FHA, Underwriting, Mortgage Banking, Real Estate, VA loans, Investment Properties, Credit, Loan Origination, USDA, Cross Selling, Residential Mortgages, FHA financing, VA Loans, FHA Financing
Education
The University of Georgia 1974 — 1978
Antropology
The University of Georgia 1974 — 1978
American Institute of Banking
Chamblee High School
Farm Bureau Insurance February 2011 - Present
Cranbrook Realtors Real Livng January 2011 - Present
JPMorgan Chase August 2001 - August 2010
Specs of Bingham, inc. December 1987 - March 2002
Wayne State University September 1986 - June 1988
Skills
Security Licenses, Series 6, 63, 65, 7, Insurance License, Health, Life, P&C,
Education
Nottingham University 1983 — 1985
MSc, Modern Electronics
The University of Huddersfield 1979 — 1983
BSc in System and Contrrol Engineering, Engineering
The Samuel Group, Inc. AnalystJPMorgan2000 - 2002
JPMorgan Investment Banking 2000 - 2002
JPMorgan Chase 2000 - 2002
Education
The University of Georgia 1996 — 2000
Lakeside High School
The Private Bank And Trust Company June 2012 - Present
JPMorgan Chase May 2005 - June 2012
JPMorgan Chase December 2002 - May 2005
Bank One September 2001 - December 2002
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Finance, Economics
Vanadium Capital January 2010 - Present
The Blackstone Group April 2005 - April 2009
Harbinger Capital Partners (f.k.a. Harbert Management Corporation) July 2001 - March 2005
JPMorgan Chase 1999 - 2005
Amoco Production Company January 1992 - August 1997
Skills
Portfolio Management, Investments, Asset Management, Valuation, Bonds, Hedge Funds, Private Equity, Equities, Debt, Alternative Investments, Fixed Income, Investment Banking, Financial Modeling, Capital Markets, Mutual Funds, Due Diligence, Mergers & Acquisitions, Management, Bloomberg, Corporate Finance, Trading, Derivatives, Emerging Markets, Financial Analysis, Finance, Securities, Strategy, Equity Research, Financial Markets, Investment Management, Investment Strategies
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Economics, Finance, International Business
The University of Texas at Austin 1987 — 1991
BS, Petroleum Engineering
JPMorgan Chase June 2010 - Present
Brightway Insurance June 2009 - June 2010
Family First Mortgage Corp September 2007 - December 2007
Oceanside Bank February 2007 - August 2007
Pinnacle Financial Corporation January 2003 - February 2007
Skills
Mortgage Lending, Loans, Insurance, Analysis, Management, FHA, Access, Customer Service, Policy, Employee Training, Microsoft Excel, Property & Casualty..., Umbrella Insurance, General Insurance
Education
The University of Georgia 1994 — 1996
Bachelor's Degree, Business Administration; Real Estate
Tenthwave Digital LLC March 2015 - Present
Organic, Inc October 2009 - November 2014
Taproot Foundation June 2009 - April 2011
Ozone Online January 2008 - February 2009
Revcube Media, Inc. February 2007 - October 2007
Incognito Digital November 2006 - February 2007
Agency.com October 2006 - October 2006
JPMorgan Chase December 2003 - September 2006
Darkside Productions August 2001 - April 2002
Euro RSCG Circle/Havas Advertising December 1999 - May 2001
Skills
Online Advertising, Digital Strategy, Marketing, Digital Media, E-commerce, SEO, Integrated Marketing, SEM, Strategy, Project Management, Project Planning, Account Management, Client Relations Skills, Digital Marketing, Creative Problem Solving, Scope Management, Contract Negotiation, Interactive Advertising
Education
University of Kansas
Bachelor of Arts (BA), History of Art
JPMorgan Chase November 2013 - Present
Campbell Soup Company March 2012 - October 2013
Campbell Soup Company February 2011 - March 2012
Campbell Soup Company November 2009 - February 2011
Campbell Soup Company August 2007 - October 2009
Campbell Soup Company September 1996 - 2007
Skills
Consumer Products, Competitive Analysis, Shopper Marketing, P&L Management, Strategic Planning, Innovation, Advertising, Brand Developement, Brand Development, Marketing, Food Service, Management, Cross-functional Team..., Categorization, Nielsen, FMCG, Product Innovation, Retail, Sales, Marketing Strategy, Brand Management, Brand Equity, IRI, Marketing Research, Grocery, Trade Marketing, Brand Architecture, Segmentation, Market Planning, Consumer Insight, Global Marketing, Positioning, Pricing, Marketing Management, Key Account Development, Strategy, P&L, Pricing Strategy, National Accounts, Product Development, Commercialization, Consumer Behaviour, Market Analysis, Integrated Marketing, Forecasting, Business Insights, Strategic Thinking, Food, Consumer Marketing, Sales Plan
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA, Marketing and Strategy
University of Pennsylvania 1988 — 1992
BA, Economics and Mathematics
Pacific Union Financial, LLC November 2013 - Present
JPMorgan Chase October 2012 - November 2013
Nationstar Mortgage December 2010 - October 2012
Nationstar Mortgage 2008 - 2010
Travelers Insurance Company June 2007 - March 2008
Health Fitness Corporation 2003 - 2006
Skills
Budgeting, Excel, Credit, Insurance, Financial Analysis, Real Estate, Strategic Planning, Forecasting, Analysis, Compliance, Planning, Microsoft Office, Research, Business Planning, Data Analysis, Credit Risk, PowerPoint, Mortgage, Loans, Risk Management, Word, Mortgage Lending, Project Planning, Banking, Process Improvement, Leadership, Training, Project Management, Loan Servicing, Finance, Coaching, Mortgage Banking, Mortgage Servicing, Quality Auditing, Microsoft Excel, Budgets, Loss Mitigation
Education
The University of Connecticut School of Business
MBA, Finance
The University of Connecticut School of Business
MBA, Real Estate
The University of Connecticut
BS, Exercise Science
University of Central Florida
University of Central Florida
Simsbury High School
South Carolina Vice PresidentBB&TFebruary 2012 - May 2013
JPMorgan Chase May 1988 - September 2004
RepublicBank Dallas, N.A. February 1980 - May 1988
Skills
Real Estate Economics, Mortgage Underwriting, Investment Strategies, Vendor Management, Bloomberg, Loans, Finance, Banking, Accounting, Credit Analysis, Trading, International..., Portfolio Management
Education
The University of Dallas
Master of Business Administration (M.B.A.), International Management, 4.0 gpa
University of St. La Salle, Philippines
Bachelor of Science in Commerce, Accounting, Cum Laude
JPMorgan Chase June 2013 - Present
JP Morgan Chase January 2011 - May 2013
PwC December 2002 - August 2004
Skills
Risk Management, Operations Management, Statistical Data..., Mortgage Banking, Auditing, Process Improvement, Accounting, Financial Reporting, Account Reconciliation, Management, Internal Audit, Fund Accounting, Financial Analysis, Analysis, Finance, Banking, Cash Management, Corporate Finance, Financial Services, Loans, Portfolio Management
Education
University of Findlay 2004 — 2006
Master of Business Administration (MBA)
Pokhara University 1999 — 2002
Bachelor of Business Administration (BBA), Finance
Sterling Partners June 2009 - Present
Hyde Park Angels October 2008 - May 2009
Metropolitan Capital Bank January 2005 - September 2008
JPMorgan Chase September 2002 - December 2004
Accenture September 2000 - August 2002
Ford Motor Company 1998 - 1998
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Finance, Entrepreneurship, Management and Organizational Behavior
University of Michigan 1996 — 2000
BSE, Mechanical Engineering
Farmington High
Angel Oak Funding, LLC October 2013 - Present
Real Estate Mortgage Network Branch ManagerProspect Mortgage, LLC2008 - 2010
Opteum Financial Services 2001 - 2008
JPMorgan Chase 1997 - 2001
Education
The University of Georgia
Citibank November 2012 - Present
JPMorgan Chase February 2012 - November 2012
ARBC Financial Mortgage Corp. March 2008 - February 2012
Independent Mortgage 2004 - 2005
Skills
Mortgage Lending, First Time Home Buyers, Loan Origination, Investment Properties, Loans
Education
The University of Connecticut School of Business
BS, Finance
Providence Health & Services May 2014 - Present
Providence Health & Services August 2012 - May 2014
Providence Health & Services June 2010 - November 2012
Russell Investments May 2010 - June 2010
Pepperwood Partners June 2009 - April 2010
JPMorgan Chase August 2002 - May 2009
Washington Mutual August 2002 - October 2008
Smith Pacific Consulting November 2001 - August 2002
Bioceutix Corporation May 1999 - November 2001
LPL January 1998 - May 1999
Skills
Business Intelligence, Six Sigma, Team Building, Training, Systems Management, Asset, Integration, Project Management, Governance, ERP, Project Planning, Agile Methodologies
Education
The University of Dallas
MBA, International Human Resources
University of North Texas
BBA, Business Computer Information Systems
JPMorganChase 1997 - Present
JPMorgan Chase December 1994 - Present
JPMorgan 1990 - Present
JPMC 2001 - 2012
JP Morgan February 2011 - September 2011
Skills
Treasury Services, Banking, Risk Management, FX Options, Cash Management, Credit Risk, Treasury Management, Financial Services, Operational Risk, Payments, Relationship Management, Financial Risk, Vendor Management, Business Analysis
Education
The University of Glasgow 1990 — 1994
Master of Arts (M.A.), Economic History
St. Margaret's School 1978 — 1989
EagleBank December 2014 - Present
JPMorgan Chase March 2014 - December 2014
Virginia Commerce Bank April 2011 - March 2014
SunTrust Bank May 2005 - April 2011
GE Commercial Finance March 2002 - April 2005
Bank of America January 1988 - April 2005
Education
The University of Dallas 1987 — 1988
MBA, Business
The University of North Dakota
BSAS, Aeronautical Studies / Marketing
Leadership Arlington
JPMorgan Chase December 2011 - Present
Skills
Process Improvement, Operations Management, Leadership, Appraisals, Valuation, Mortgage Lending, Vendor Management, Risk Management, Credit, Loans, Banking, Strategic Planning, Management, Mortgage Banking, Team Building
Education
The University of Dallas 1997 — 2000
MBA
The University of Texas at Arlington 1987 — 1990
BBA
University of North Texas Health Science Center at Fort Worth
JPMorgan Chase August 2014 - Present
JPMorgan Chase March 2012 - August 2014
JP Morgan Chase May 2010 - May 2012
TransUnion September 2009 - May 2010
AstraZeneca Pharmaceuticals May 2007 - September 2007
Skills
Strategy, Financial Analysis, Program Management, Fixed Income, Derivatives, Business Analysis, Corporate Finance, Risk Management, Financial Services, Finance, Valuation
Education
The University of Dundee 2008 — 2009
MSc, International Business and Marketing, Distinction (GPA 4.0)
The University of Dundee 2004 — 2008
BA (Hons), Business Economics, Upper Second Class (GPA 3.6)
Kennett High School 2001 — 2004
High School Diploma
BMO Harris Bank April 2011 - Present
Duff & Phelps September 2010 - April 2011
Bank of America Merrill Lynch (LaSalle Bank) June 2006 - September 2010
JPMorgan Chase January 2004 - June 2006
Price Waterhouse Coopers May 2002 - January 2004
Arthur Andersen June 2001 - May 2002
Skills
Financial Modeling, Financial Analysis, Credit Analysis, Valuation, Commercial Lending, Capital Markets, Credit, Risk Management, Middle Market, Due Diligence, Business Relationship..., Investment Banking, Financial Risk, Loans, Banking, Commercial Banking, Corporate Finance, Credit Risk, Finance, Underwriting, Portfolio Management
Education
The University of Chicago - Booth School of Business 2007 — 2011
Master of Business, Concentrations in Finance, Accounting, Entrepreneurship
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
Bachelor of Science, Finance
JPMorgan Chase March 2014 - Present
JPMorgan Chase December 2011 - March 2014
JPMorgan Chase August 2009 - December 2011
Fry Family YMCA November 2005 - June 2011
Children's Learning Center August 2008 - July 2009
Applebee's May 2005 - July 2009
Crate & Barrel June 2007 - August 2007
Education
The University of Kansas 2005 — 2009
B.A., Communication Studies
Neuqua Valley High School 2001 — 2005
LiquidHub March 2015 - Present
Redkite (acquired by LiquidHub) 2009 - Present
Moody's Analytics September 2009 - March 2010
Citigroup Global Wealth Management 2008 - 2009
Fujitsu Consulting 2007 - 2009
Bank of America 2007 - 2007
TD Ameritrade 2006 - 2006
JPMorgan Chase July 2001 - March 2005
JPMorgan Chase April 2000 - June 2001
JPMorgan Chase November 1998 - March 2000
Skills
Salesforce.com, Force.com, Enterprise Architecture, User Interface Design, CRM software, Software Engineering, Investment Banking, Wealth Management, Capital Markets, Derivatives, Equities, Architecture, User Experience, SFDC, Research, Information Architecture, SaaS, Trading Systems, Cloud Computing, Asset Management, IT Strategy, Program Management, Software Project..., PaaS, Enterprise Software, Application Development, Solution Architecture, Application Architecture, Software Development, Product Management, Application Design, CRM, Analytics, Strategy, Business Process, Web Applications
Education
The University of Glasgow 1987 — 1992
M. Eng, Electronic & Electrical Engineering
CVS Health September 2015 - Present
Greenland Group . July 2011 - July 2013
JPMorgan Chase January 2011 - June 2011
Skills
Microsoft Excel, Quality Assurance, Visio, Data Analysis, Analysis, Performance Testing, Test Scripts, LoadRunner, SDLC, HP QTP, SQL, Microsoft Office, Testing, VBScript, Regression Testing, Test Cases, Test Automation, Test Planning, Microsoft Project, Selenium, Ruby, Python, Functional Testing, BRD, Agile Methodologies, STLC, Linux, Manual Testing, Defect Life Cycle, RubyMine, MedHOK
Education
The University of Dallas 2013 — 2015
Master of Science in Information Technology Management, Information Technology, GPA: 3.563
University of North Texas 2008 — 2010
Bachelors Degree, Bachelors in Finance
Verizon Enterprise Solutions October 2013 - Present
Verizon Business May 2010 - October 2013
Idaasco, Inc - Identity as a Service July 2009 - June 2011
SAIC January 2007 - July 2009
Strategic Identity Group October 2002 - January 2007
Identrus, LLC 1999 - 2002
JPMorgan Chase July 1994 - July 1999
Bankers Trust 1992 - 1994
First Horizon National Corporation 1988 - 1990
Skills
Identity Management, Information Security, Security, Information Security..., Cloud Computing, SaaS, Network Security, CISSP, Computer Security, Managed Services, Information Technology, Enterprise Software, Data Center, Business Continuity, Integration, Governance, Security Audits, Firewalls, Vulnerability Assessment, Professional Services, Data Security, PCI DSS, Penetration Testing, Enterprise Architecture, Disaster Recovery, IT Strategy, PKI, Vendor Management, Solution Architecture, Virtualization, IT Management
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA
The University of Memphis 1984 — 1988
BBA
Epsilon August 2012 - Present
JPMorgan Chase May 2009 - August 2012
JPMorgan Chase 2007 - 2009
Compass Bank 2005 - 2007
Woodforest National Bank 2004 - 2005
MBNA America Bank 2003 - 2003
Hiteq Computer Systems 2002 - 2003
Skills
Business Analysis, Problem Solving, Visio, Risk Management, Project Management, Operations, IT Management, System Design, Strategic Planning, Sales Management, Visual Basic, C++, MS Project, Marketing, Customer Service, Finance, Change Management, Storage, Disaster Recovery, SQL, Analysis, Databases, Requirements Analysis, SDLC, Quality Assurance, Program Management, Business Process, Team Leadership, Systems Analysis, PMO, Enterprise Architecture, Management, User Acceptance Testing, Access, Software Documentation, Agile Methodologies, Requirements Gathering, Software Project..., Data Analysis, Business Intelligence, Vendor Management, SharePoint, Forecasting, Microsoft Office, Leadership, Testing, Process Improvement, Business Process..., Agile Project Management, JAD
Education
The University of Dallas 2013 — 2015
MBA, Business
The University of Texas at Dallas - School of Management 2002 — 2006
B.S., Management Information Systems
Walker & Dunlop February 2015 - Present
Walker & Dunlop May 2010 - Present
Dugout Media May 2009 - September 2009
JPMorgan Chase May 2006 - August 2008
Jones Lang LaSalle 2006 - 2006
Skills
Sponsorship, Financial Modeling, Asset Management, Marketing, Loans, Sales, Management, Due Diligence, Commercial Real Estate, Real Estate
Education
The University of Georgia 2002 — 2006
Real Estate
University of Georgia - Terry College of Business 2002 — 2006
Bachelor's degree, Real Estate
Capital One July 2015 - Present
Monsoon Company March 2015 - July 2015
Monsoon Company March 2014 - March 2015
RGA Associates July 2013 - March 2014
JPMorgan Chase April 2011 - June 2013
Boston Financial Data Services May 2007 - April 2011
Skills
Mutual Funds, Time Management, Financial Services, Project Management, Series 63, Series 6, Marketing, Microsoft Word, Management, Rollovers, Securities License, 401k, Qualified Retirement..., Business Writing, Team Building, Microsoft Office, PowerPoint, Microsoft Excel, Technical Recruiting, Editing, Technical Writing, Oral & Written..., Process Improvement, Customer Service, Creative Problem Solving, Organization &..., Client Relations Skills, Focus Groups, People Skills, Business Correspondence, Software Consulting, Sourcing, Interviewing Skills, Software
Education
University of Kansas 2005 — 2009
Bachelor of Science in Business Marketing, Non-Business Concentration in Psychology
North High School 2001 — 2005
Scotiabank October 2015 - Present
China Construction Bank (Asia) Corporation Limited February 2015 - July 2015
Wells Fargo February 2014 - December 2014
JPMorgan Chase 2010 - 2013
Entone October 2008 - November 2010
Skills
Quality Center, User Acceptance Testing, Business Analysis, SDLC, Requirements Analysis, Unix, SQL, Requirements Gathering, Oracle, Agile Methodologies, Software Project..., Vendor Management, Quality Assurance, Shell Scripting, HP Quality Center, Regression Testing
Education
The University of Hong Kong 2007 — 2008
Master of Engineering (MEng), Computer Science
University of Chicago January 2012 - Present
JPMorgan Chase January 1987 - September 2001
Federal Reserve System 1985 - 1986
Deloitte July 1983 - July 1985
Skills
Sales and Relationnship..., Marketing and..., Career Advising, Resume Writing, Interview Preparation, Program Development, Career Counseling, Leadership, Banking, Higher Education, Marketing, Project Management, Data Analysis, Nonprofits
Education
The University of Chicago - Booth School of Business 1985 — 1989
M.B.A., Finance and Marketing
University of Illinois at Urbana-Champaign 1979 — 1983
B.S., Accountancy
Hinsdale Central High School
Plaskolite Inc May 2013 - Present
JPMorgan Chase July 2008 - April 2013
Plante Moran August 2001 - July 2008
Skills
Financial Reporting, Financial Analysis, Accounting, Sarbanes-Oxley Act, CPA, Auditing, SEC filings, US GAAP
Education
University of Findlay 1997 — 2001
Bachelor's degree, Accounting
JPMorgan Chase April 2010 - January 2014
PNC Financial Services Group May 2007 - April 2010
New Century Mortgage July 2006 - May 2007
Ameriquest Mortgage November 2003 - May 2006
Connecticut College 2003 - 2003
Kostin, Ruffkess & Company, LLC November 2000 - November 2002
PricewaterhouseCoopers September 1999 - November 2000
Skills
Audit, Auditing, Process Improvement, Conference Management, Accounting, Financial Accounting, Financial Reporting, Financial Control, Mortgage Banking, Mortgage Lending, Mortgage Industry, Default, Access, Excel, Word, PowerPoint, SAP, MSP430, Banking, Finance, Account Reconciliation, General Ledger, Analysis, GAAP, Internal Audit, Financial Statements, Financial Analysis, Credit Analysis, Loans, Mergers & Acquisitions, Loan Origination, Credit, Loan Servicing, Budgets, Credit Risk, Risk Management, Financial Risk, Underwriting, Mortgage Servicing, Financial Modeling, Executive Management, Business Process..., Portfolio Management, Management, FHA, Microsoft Excel, Due Diligence, Financial Audits, Event Management, Microsoft Word
Education
The University of Connecticut School of Business 1996 — 1998
Bachelors, Accounting
PNC July 2015 - Present
Champion Pest and Termite Control, LLC October 2008 - Present
PNC June 2012 - July 2015
JPMorgan Chase March 2009 - March 2011
Huntington National Bank July 2001 - March 2009
Huntington National Bank July 2001 - March 2009
Education
University of Findlay 2004 — 2010
MBA, Organizational Leadership
University of Toledo 2000 — 2004
Communication
Digital Federal Credit Union April 2014 - Present
Multi Family Investment Property February 2012 - Present
JPMorgan Chase May 2013 - April 2014
People's United Bank June 2007 - May 2013
JP Morgan Chase June 2006 - August 2006
Skills
Real Estate Economics, Loans, Commercial Mortgages, Underwriting, Real Estate, Portfolio Management, Commercial Lending, Investments, Asset Managment, Mortgage Lending, Loan Origination, Credit, Investment Properties, Appraisals, Valuation, Finance, Commercial Real Estate, Capital Markets, Real Estate Financing, Structured Finance, Commercial Banking, Real Estate Transactions, Financial Modeling, Real Estate Development
Education
The University of Connecticut School of Business 2003 — 2007
BS, Real Estate and Economics
Manchester High School West
JPMorgan Chase Asst Vice PresidentBank of AmericaJune 1989 - October 2000
Education
The University of Dallas 1989 — 1993
Bachelor's degree, Economics
Suntrust Robinson Humphrey November 2014 - Present
RBS Citizens April 2007 - October 2014
JPMorgan Chase February 1987 - April 2007
JPMorgan Chase February 1987 - March 2007
Skills
Structured Finance, Portfolio Management, Valuation, Financial Modeling, Loans, Commercial Lending, Private Equity, Finance, Financial Structuring, Mergers, Investment Banking, Capital Markets, Commercial Banking, Corporate Finance, Credit Analysis, Credit, Fixed Income, E-commerce, Leveraged Finance, Banking, Mergers & Acquisitions, Risk Management, Credit Risk, Hedge Funds, Venture Capital, Financial Risk, Bonds, Financial Services, Treasury Management, Equities, Investments, Securities, Due Diligence, Derivatives, Alternative Investments, Asset Management, Cash Management, Executive Management, Mutual Funds, Series 63, Operational Risk
Education
The University of Connecticut School of Business 1989 — 1994
MBA, Accounting
Tufts University 1981 — 1985
Liberal Arts, Economics, Political Science
The Roxbury Latin School 1977 — 1981
REI Systems May 2014 - Present
Pragmatics, Inc. August 2009 - April 2014
JPMorgan Chase January 2005 - May 2009
Vastera, Inc. April 2001 - January 2005
Vastera, Inc. March 1997 - April 2001
Acxiom Corporation January 1996 - March 1997
Haushahn Systems February 1994 - January 1996
Exploration Resources February 1990 - February 1994
Skills
SDLC, ITIL, Program Management, Requirements Analysis, Cross-functional Team..., Thought Leadership, ISO 20000, Strategic Planning, IT Service Management, Service Delivery, Process Engineering, Project Governance, Corporate Governance, Strategic Partnerships, Project Engineering, Project Delivery, Contract Management, Business Process..., Employee Relations, Employee Management, Customer Service, SharePoint, Management, PMO, Business Intelligence, CMMI, Enterprise Architecture, Integration, Leadership, PMP, Agile Methodologies, IT Strategy, Software Development, Process Improvement, Software Project..., IT Management, Project Portfolio..., Vendor Management, Information Technology, Cloud Computing, Business Analysis, Agile Project Management, Enterprise Software, Scrum, Data Warehousing, Governance, Business Process, Visio, Resource Management
Education
The University of Georgia
Bachelors, Computer Science
Integra LifeSciences June 2006 - Present
Lava Trading 2003 - 2006
JPMorgan Chase 1997 - 2003
Stevens & Lee 1990 - 1991
Skills
Risk Management, Strategy, Business, Strategic Planning, Business Strategy, Financial Modeling, Management, Valuation, Financial Analysis, Medical Devices
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Accounting and Finance
University of Illinois at Urbana-Champaign 1986 — 1990
BA, Economics
Army War College
Army War College
Cox Communications May 2014 - Present
Credit Suisse August 2013 - May 2014
Perimeter Capital Management October 2009 - August 2013
Macquarie Capital (USA) Inc. February 2008 - September 2009
University of Georgia August 2003 - December 2007
JPMorgan Chase May 2007 - August 2007
Homrich & Berg, Inc. May 2006 - August 2006
Skills
Real Estate, Finance, Valuation, Sales, Investments, Account Management, Financial Analysis, Financial Modeling, Management, Leadership, Portfolio Management, Due Diligence, Microsoft Office, Customer Service, Corporate Finance, Microsoft Excel
Education
The University of Georgia 2003 — 2007
BBA, International Business (Finance), Real Estate
University of Georgia - Terry College of Business 2003 — 2007
BBA, International Business (Finance), Real Estate
J.P. Morgan January 2015 - Present
JPMorgan Chase January 2014 - January 2015
JPMorgan Chase June 2013 - January 2014
JPMorgan Chase August 2012 - June 2013
JPMorgan Chase May 2011 - August 2011
Education
The University of Georgia 2008 — 2012
Banking & Finance
Xome March 2014 - Present
Beautiful Mistakes March 2010 - Present
Nationstar Mortgage March 2013 - March 2014
JPMorgan Chase February 2012 - March 2013
MetLife Home Loans August 2011 - February 2012
Bank of America October 2010 - August 2011
Bank of America November 2009 - October 2010
Bank of America January 2009 - November 2009
Countrywide September 2005 - January 2009
Citi 2000 - 2005
Skills
Business Analysis, Risk Management, Process Improvement, Relationship Management, Credit, Visio, SharePoint, Mortgage Banking, Access, Data Analysis, Business Process, Management, Credit Risk, Project Management, Mortgage Lending
Education
The University of Dallas 2006 — 2008
MBA, Project Management
Truman State University 2002 — 2005
BA, French, Japanese
Morgan Stanley May 2012 - May 2013
WR Group Holdings, LP September 2011 - June 2012
WR Capital Management May 2011 - September 2011
Connecticut Information Technology Institute August 2010 - June 2011
JB Contractors February 2009 - August 2010
JPMorgan Chase June 2008 - July 2009
Skills
Marketing, Project Management, Business Development, Consulting, Web Development, Finance, Financial Analysis, Hedge Funds, Risk Management, Equities, Investments, Banking, Microsoft Excel, Data Analysis, Access, Bloomberg Terminal, Risk Metrics, PerTrac, SQL, Financial Modeling, Analytics, Research, Windows, Mac OS, Troubleshooting, Customer Service, Customer Support, Spanish-speaking, MySQL, Operational Excellence, Excel Pivot, Asset Management, Capital Markets, Derivatives, Portfolio Management, Business Analysis, Trading, Bloomberg, Microsoft Office, PowerPoint, Social Media, Microsoft Word, Management, CRM
Education
The University of Connecticut School of Business 2008 — 2011
Bachelor of Arts, Economics, Minor in Business Administration, 3.45
Wilton High School
Tennis Resorts LLC. November 2014 - Present
Northern Trust June 2014 - January 2015
JPMorgan Chase January 2011 - March 2012
First Midwest Bank June 2010 - August 2010
Elavon, Inc. June 2009 - July 2009
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Finance
University College Dublin
Walmart.com July 2010 - March 2013
Williams-Sonoma, Inc. 2004 - 2010
National Autistic Society 2002 - 2004
Polo Ralph Lauren 2001 - 2002
JPMorgan Chase 1996 - 2000
Skills
Retail, Forecasting, Financial Analysis, Budgeting, Finance, Start-ups, Cost Benefit, Banking, Financial Modeling, Cross-functional Team..., Managerial Finance, Analysis, Analytics, Process Improvement, Business Analysis, Budgets, Leadership, Strategic Financial..., Vendor Management, Variance Analysis, Strategy, E-commerce, Pricing, Management, Financial Planning
Education
The University of Chicago Booth School of Business
MBA, Finance, Strategic Management
Wheaton College
BA, English Literature
RBC Capital Markets 2013 - 2014
RBC Capital Markets 2013 - 2014
Alton Lane July 2012 - September 2012
Lincolnshire Management June 2012 - July 2012
Macquarie Group 2009 - 2011
JPMorgan Chase September 2006 - November 2008
Skills
Valuation, Private Equity, Financial Modeling, Equity Research, Investments, Equities, Due Diligence, Emerging Markets, Corporate Finance, Asset Managment
Education
University of Virginia Darden School of Business 2011 — 2013
The University of Edinburgh 2002 — 2006
MA Business Studies Honors, Business
Tempool, Inc. March 2014 - December 2014
JPMorgan Chase July 2012 - December 2013
Randstad June 2008 - April 2011
Radisson Hotel Butler Blvd. October 2003 - August 2008
Holiday Inn Baymeadows March 1999 - September 2003
Skills
PeopleSoft, Beeline, Staff Development, Staff Management, Full-cycle Recruiting, Training & Development, Employee Training, SDLC, Recruiting, Customer Service, Human Resources, Training, Payroll, Interviews, Leadership, Hiring, Temporary Placement, CRM, College Recruiting, Talent Acquisition, Staffing Services, Applicant Tracking..., Internet Recruiting, Temporary Staffing, Cold Calling, Technical Recruiting, Employee Relations, Employee Benefits, Onboarding, Sourcing, Resume Writing, Contract Recruitment, Taleo, Benefits Negotiation, Benefits Administration, Building Relationships, Performance Management, Screening Resumes, Permanent Placement, Talent Management, HRIS, Executive Search, Customer Satisfaction, New Hire Orientations, Team Building, Screening, Workforce Planning, Background Checks, Management, Strategic Planning
Education
University of North Florida 1986 — 1988
Bachelor's of Arts, English Literature
The University of Georgia
Bachelor of Arts (B.A.), Journalism
Capital One December 2012 - December 2014
JPMorgan Chase August 2010 - November 2012
JPMorgan Chase September 2007 - July 2010
Wachovia Bank March 2006 - August 2007
Wachovia Securities March 2002 - February 2006
Prudential Financial February 1999 - February 2002
Prudential Investments July 1998 - January 1999
Prudential Financial August 1996 - June 1998
Prudential Healthcare June 1993 - July 1996
Skills
Commercial Banking, Credit Analysis, Credit, Commercial Lending, Investments, Loans, Financial Services, Banking, Finance, Relationship Management, Portfolio Management, Accounting, Branch Banking, Business Development, Cash Management, Coaching, Commercial Mortgages, Consumer Lending, Credit Risk, Cross Selling, Customer Retention, Customer Service, Financial Analysis, Financial Risk, Lines Of Credit, Loan Origination, Management, Marketing, Merchant Services, Mutual Funds, Negotiation, New Business Development, Retail Banking, Risk Management, SBA, Sales, Series 63, Series 7, Small Business, Small Business Lending, Treasury Management, Underwriting, Wealth Management
Education
Leadership Newark Fellow 2004 — 2006
The University of Georgia 1987 — 1991
BA, History
SHU Upward Bound Program 1984 — 1987
Seton Hall Prep 1983 — 1987
HS Diploma, College Prep
Newark Boys Chorus School 1979 — 1983
J.P. Morgan July 2015 - Present
J.P. Morgan May 2012 - July 2015
JPMorgan Chase September 2011 - May 2012
Corinthian Partners L.L.C. July 2011 - September 2011
UBS Wealth Management January 2011 - June 2011
CBOT June 2009 - August 2009
Blue Capital Group June 2009 - August 2009
IOCOM June 2009 - August 2009
Skills
Investments, Valuation, Financial Analysis, Financial Modeling, Securities, Trading
Education
Investment Banking Institute 2011 — 2011
Training Program
The University of Georgia 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
MB Financial Bank October 2012 - Present
MB Financial Bank October 2009 - October 2012
MB Financial Bank October 2007 - October 2009
JPMorgan Chase 2005 - 2007
Skills
Commercial Banking, Credit Analysis, Commercial Lending, Portfolio Management, Treasury Management, Loans, Underwriting, Banking, Financial Analysis, Data Analysis, Project Management, Solution Implementation, Cash Management, Management
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (MBA), Finance, Accounting, Management
University of Notre Dame - Mendoza College of Business 2000 — 2004
BBA, Marketing
Hire Heroes USA May 2014 - Present
JPMorgan Chase October 2013 - May 2014
University of Dallas August 2012 - October 2013
USO-Metro June 2013 - August 2013
Ft. Belvoir Community Hospital July 2012 - August 2013
American Red Cross May 2011 - January 2013
University of Dallas September 2010 - May 2012
Skills
Leadership, Fundraising, Event Planning, Critical Thinking, Recruiting, PowerPoint, Microsoft Office, Training, Public Speaking, Career Development, Teamwork, Microsoft Word, Microsoft Excel, Data Analysis, Resume Writing, Project Management, SharePoint, Career Counseling, Training & Development, Employee Training, Customer Service, Community Outreach, Salesforce.com
Education
The University of Dallas 2010 — 2014
Bachelor of Arts (BA) in Psychology, Business and Industrial and Organizational (I/O) Psychology Concentrations, 3.8 GPA, Dean's List
Seton High School
National Alliance of State & Territorial AIDS Directors (NASTAD) February 2015 - Present
Howard University School of Medicine July 2014 - Present
George Mason University July 2012 - February 2015
Emory University May 2012 - June 2012
Rollins School of Public Health at Emory August 2011 - May 2012
Emory University May 2011 - May 2012
JPMorgan Chase May 2010 - June 2011
Skills
Data Analysis, SPSS, Program Evaluation, SAS, Qualitative Research, Research, Public Speaking, PowerPoint, Non-profits, Statistics, Microsoft Office, Microsoft Excel
Education
George Mason University 2013 — 2015
Graduate Certificate, Culture and Values in Social Policy
Emory University- Rollins School of Public Health 2010 — 2012
Master of Public Health (MPH), Behavioral Science and Health Education
The University of Georgia 2005 — 2009
Psychology, Psychology, Pre-Medicine
Embrace Change Consulting January 2012 - Present
RadicalDecency.com 2010 - 2012
Cool Beans at the Cafe d'Art 2004 - 2012
Southern Poverty Law Center 2000 - 2002
Polo Design Build 1987 - 1992
JPMorgan Chase 1978 - 1987
First National Bank of Chicago 1978 - 1987
Skills
Volunteer Management, Fundraising, Nonprofits, Event Planning, Social Media, Non-profits, Grant Writing, Strategic Planning, Public Relations, Holistic Health, Public Speaking, Leadership, Marketing, Research, Start-ups, Management, Event Management, Strategic Consulting
Education
The University of Chicago - Booth School of Business 1978 — 1981
MBA, Finance, Adminstration, Organization Structure
University of Virginia
Bachelor of Arts (BA), Economics
JPMorgan Chase January 2011 - Present
JPMorgan Chase 2006 - Present
Capital One 2003 - 2006
AT&T 2002 - 2002
Skills
Due Diligence, Mergers, Business Strategy, Financial Modeling, Valuation, Corporate Finance, Mobile Payments, Thought Leadership, Strategic Planning, Cross-functional Team..., Economic Research, Strategy, Credit Cards, Payments, Strategic Financial..., Business Development, Analysis, Mergers & Acquisitions, Finance, Corporate Development
Education
The University of Connecticut School of Business
MBA, Finance, General
Charles Schwab January 2013 - Present
Charles Schwab August 2011 - December 2012
JPMorgan Chase December 2007 - July 2011
ASAP Staffing LLC January 2007 - September 2007
Education
The University of Georgia 2002 — 2006
BA, Sociology
JPMorgan Chase May 2013 - Present
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Finance and Strategic Management
Virginia Polytechnic Institute and State University 2002 — 2003
M.S., Industrial & Systems Engineering
University of Mumbai 1997 — 2001
B.E., Mechanical Engineering
Omni Hotels & Resorts October 2014 - Present
Hotels.com April 2012 - October 2014
Brierley + Partners September 2004 - April 2012
JPMorgan Chase September 2000 - September 2004
JPMORGAN CHASE & CO January 2000 - January 2004
HEWITT ASSOCIATES LLC January 1999 - January 2000
Hewitt Associates 1999 - 2000
Skills
Loyalty, CRM, Communications Strategy, Strategic Planning, Project Management, Research, Mobile Devices, Database Marketing, Analytics, Segmentation, Loyalty Marketing, Brand Loyalty, Direct Marketing, Customer Acquisition, Marketing Strategy, Data Analysis, Multi-channel Marketing, Interactive Marketing, Loyalty Programs, Marketing, Strategy, Leadership, E-commerce, Analysis, Strategic Communications, Program Management
Education
The University of Dallas 2004 — 2007
MBA, Marketing
Trinity University 1995 — 1999
Bachelor of Science, Business Administration and Economics
JPMorgan Chase April 2013 - Present
DataQuick January 2010 - April 2013
MindBox January 2007 - January 2010
MindBox, Inc. October 2004 - December 2006
University of Georgia 2001 - 2003
SunTrust Bank March 1997 - July 2001
Education
The University of Georgia 2001 — 2004
Master of Science (M.S.), Computer Science and Artificial Intelligence
The University of Georgia 1996 — 2000
Bachelor of Science (B.S.), Computer Science
The University of Georgia 1996 — 2000
Bachelor of Science (B.S.), Genetics
The University of Georgia 1996 — 2000
Bachelor of Science (B.S.), Biology
The University of Georgia 1996 — 2000
Bachelor of Science (B.S.), Ecology
JPMorgan Chase June 2014 - Present
RBS Global Banking & Markets March 2012 - June 2014
Royal Bank of Scotland November 2010 - March 2012
Royal Bank of Scotland October 2007 - November 2010
Smith Barney June 2006 - August 2006
Skills
Loans, Investments, Account Reconciliation, Fixed Income, Corporate Finance, Financial Analysis, Derivatives, Banking, Business Analysis, Analysis, Portfolio Management
Education
The University of Connecticut School of Business 2010 — 2012
MBA, Finance
University of Delaware 2003 — 2007
BS, Finance
University of Delaware - Lerner College of Business and Economics 2003 — 2007
BS, Finance
JPMorgan Chase December 2008 - Present
American Capitol Group June 2006 - December 2008
Fannie Mae 1999 - 2006
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA, Finance
Willamette University 1992 — 1995
Bachelor of Science (BS), Business Economics
Convent General, KYCH September 2013 - Present
JPMorgan Chase June 2001 - November 2007
Chase Manhattan Bank June 1996 - May 2001
Chemical Bank June 1991 - May 1996
Manufacturers Hanover Trust September 1980 - May 1991
Scottish Office Computer Service March 1973 - April 1980
Skills
SDLC, Vendor Management, Business Analysis, Disaster Recovery, IT Strategy, Risk Management, Requirements Analysis, Project Management, Enterprise Architecture, Program Management, Business Continuity, Software Project..., Visio, Analysis, ITIL, Process Improvement, Databases, IT Management, Integration, PMP, Software Development, Data Warehousing, Governance, MS Project, Business Process..., PMO, Cloud Computing, Software Documentation, Business Intelligence, Service Delivery, Business Process, Security, Project Portfolio..., Testing, Access, Information Technology, SQL, Systems Analysis, Oracle, Project Delivery, Quality Assurance
Education
Glasgow University 1970 — 1972
No Degree, Mathematics, Physics
PepsiCo December 2014 - Present
PepsiCo December 2012 - December 2014
PepsiCo March 2012 - December 2012
PepsiCo August 2011 - March 2012
PepsiCo August 2010 - August 2011
American Express June 2009 - August 2009
News Corporation June 2006 - June 2008
JPMorgan Chase June 2004 - June 2006
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Mergers, Competitive Analysis, Forecasting, Business Strategy, Due Diligence, Corporate Development, Investment Banking, Consumer Products, Cross-functional Team..., Strategy, Analytics, Pricing
Education
The University of Chicago Booth School of Business 2008 — 2010
Master of Business Administration, Finance, Strategic Management
University of Michigan 2000 — 2004
Bachelor of Business Administration, Finance, Accounting
First Annapolis Consulting July 2014 - Present
First Manhattan Consulting Group July 2011 - June 2014
SunTrust Banks, Inc. August 2007 - June 2011
Edgar, Dunn & Company July 2003 - August 2007
Fidelity National Information Services January 2000 - September 2002
JPMorgan Chase June 1989 - September 1995
Skills
Payments, Product Management, Credit, Retail, Start-ups, Strategic Planning, Corporate Development, New Product Roll Out, Customer Experience, Sales and Marketing, Market Research, P&L Management, Commercial Banking, New Technology..., Cross-functional Team..., CRM, Credit Cards, Strategy, Analytics, Portfolio Management, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance and Statistics
University of Illinois at Urbana-Champaign - College of Business 1986 — 1989
BS, Finance
JPMorgan Chase Senior Trade Capture AssociateJPMorgan Hedge Fund ServicesJune 2007 - Present
Education
The University of Connecticut School of Business 2003 — 2007
JPMorgan Chase November 2012 - Present
JPMorgan Chase March 2007 - November 2012
JPMorgan Chase January 2001 - March 2007
eCommLink 2003 - 2003
Omni Hotels 1999 - 2001
Compaq Computers 1998 - 1999
Correctional Service Corporation 1996 - 1999
Skills
Disaster Recovery, Microsoft SQL Server, Enterprise Architecture, ITIL, SQL, SDLC, Databases, Vendor Management, Business Analysis, IT Management, ASP.NET, Business Intelligence, C#, Data Modeling, Data Warehousing, Database Design, Enterprise Software, Information Technology, Leadership, Management, MySQL, Oracle, Performance Tuning, Replication, SCCM, SCOM, SQL Tuning, SSRS, Security, SharePoint, Software Development, Strategic Planning, Sybase, Virtualization, Windows Server
Education
University of Dallas
Accounting
JPMorgan Chase March 2007 - Present
Amerian Century Investments April 1993 - March 2007
Skills
Process Improvement, Incident Management, Troubleshooting, Call Centers, Customer Service, Disaster Recovery, Software Documentation, Project Management, Vendor Management
Education
University of Kansas 1987 — 1991
Bachelor of Science, Journalism
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase August 2014 - Present
American Express May 2013 - July 2014
American Express March 2013 - May 2013
American Express August 2010 - February 2013
American Express January 2008 - July 2010
American Express September 2006 - December 2007
American Express July 2003 - August 2006
American Express May 2001 - June 2003
American Express October 1998 - May 2001
Skills
Strategic Analysis, Test Design, Segmentation, Marketing Strategy, Customer Insight, Predictive Modeling, Analytics, Decision Science, Analysis, Risk Management, Portfolio Management, Operations Research, Data Mining, Customer Acquisition, Financial Risk, Credit Cards, Strategy, Mergers & Acquisitions, Financial Services, Management
Education
The University of Georgia 1994 — 1998
PhD, Agricultural & Applied Economics
University of Ghana 1989 — 1992
B.Sc., Agricultural Economics
JPMorgan Chase February 2012 - Present
JP Morgan September 2003 - Present
ABN AMRO 1995 - 2002
First Chicago Trading Consultants 1993 - 1995
Skills
Financial Reporting, Management, Project Management, Financial Services, Budgets, Analysis, Banking, CRM, Risk Management, Financial Analysis, Portfolio Management, Cash Management, Vendor Management
Education
The University of Chicago Booth School of Business
MBA, Finance
University of Illinois at Urbana-Champaign
BS, Accounting
FIS April 2013 - Present
Tim Hamen Consulting LLC. January 2006 - Present
Treasury Technologies LLC. August 2011 - February 2013
JP Morgan Chase January 2011 - August 2011
Symcor April 2010 - January 2011
Symcor February 2008 - April 2010
JPMorgan Chase April 2003 - December 2007
Rurban Financial Corporation 2000 - 2003
Skills
SDLC, Software Project..., Vendor Management, Program Management, Project Management, Product Management, Integration, Banking, Cross-functional Team..., Financial Services, Strategic Planning, Payments, PMO, Strategy, Outsourcing, PMP, Project Delivery
Education
The University of Findlay 1994 — 1999
Bachelor of Science, Marketing, Business Eduction
Standard Chartered Bank September 2015 - Present
Deutsche Bank September 2014 - September 2015
JPMorgan Chase April 2014 - September 2014
Citi October 2012 - April 2014
Skills
Research, International Relations, Economics, Management, Data Analysis, Training, Analysis, Financial Risk, Public Speaking, Presentation Development, Economic Sanctions, Governance, OFAC, Statistical Modeling, Risk Management, Banking, Strategy, Due Diligence, Policy, Financial Services
Education
Harvard University 2006 — 2010
Master of Liberal Arts, Government
The University of Georgia 2001 — 2005
Bachelor of Arts, Russian; Studio Art
Indiana University 2003 — 2003
Summer Workshop in Slavic, East European and Central Asian Languages
EverBank April 2012 - Present
Aurora Bank FSB April 2009 - March 2012
Aurora Loan Services December 2008 - April 2009
Guardian Mortgage Documents March 2008 - November 2008
Aurora Loan Services, a Lehman Brothers Company October 2005 - February 2008
JPMorgan Chase July 2002 - September 2005
HomeSide Lending, Inc. January 1995 - June 2002
PNC Mortgage 1989 - 1996
Skills
Compliance, Mortgage, Risk, Fair Lending, Mortgage Lending, Loans, Loan Origination, Financial Risk, Operations Management, Credit, Fairs, Mortgage Banking, Legal Compliance, Banking, FHA, Risk Management, Mortgage Servicing, Securities, Loan Servicing, Residential Mortgages, Underwriting, Loss Mitigation, Mortgage Underwriting, Policy, AML, Fraud, Financial Institutions, Training, Refinance, Financial Services, Credit Risk, Bank Secrecy Act, Credit Analysis, Due Diligence, Operational Risk, Management, Consumer Lending, OFAC, RESPA
Education
The University of Connecticut School of Business 1974 — 1977
Wells Fargo December 2013 - Present
Wells Fargo Bank December 2011 - November 2013
Wells Fargo February 2009 - December 2011
Wachovia, A Wells Fargo Company August 2007 - February 2009
JPMorgan Chase February 2005 - July 2007
World Financial Group (WFG) August 2003 - February 2005
Skills
Banking, Commercial Banking, Credit, Series 6, Investments, Series 63, Credit Analysis, Financial Analysis, Commercial Lending, Loans, Portfolio Management, Small Business Lending, Treasury Management, Relationship Management, Credit Risk, Risk Management, Cross Selling, Lines Of Credit, Cash Flow, Financial Reporting, Asset Allocation, Fixed Income, Asset Management, Equities, Financial Modeling, Finance, Mutual Funds, Analysis, Financial Services, Insurance
Education
The University of Dallas 2000 — 2005
Philosophy
Sanderson HS 1996 — 1999
JPMorgan Chase October 2012 - Present
National Valuation Consultants, Inc. 2008 - 2012
InterBay Funding/Bayview Financial 2003 - 2008
Skills
Real Estate Economics, Appraisals, Real Estate, CMBS, Investment Properties, Leases, Valuation
Education
The University of Connecticut School of Business
JPMorgan Chase September 2000 - Present
Navistar Financial Corporation September 1994 - April 2000
navistar financial 1994 - 2000
Education
The University of Findlay 1981 — 1985
BA, Accounting
International Finance Corporation December 2008 - Present
Proxima Alfa Investments April 2004 - May 2008
Dresdner Kleinwort 2003 - 2004
JP Morgan 1997 - 2002
JPMorgan Chase 1997 - 2002
Donaldson, Lufkin & Jenrette 1992 - 1997
Skills
Fixed Income, Structured Products, ABS, CMBS, Portfolio Management, Derivatives, Asset Management, Bonds, Bloomberg, Trading, Investments, Structured Finance, Securitization, CDO, Credit Derivatives, Investment Management, Credit Analysis, MBS, Finance, Credit, Hedge Funds
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA, finance, accounting
University of Pennsylvania 1983 — 1987
Bachelor of Arts, Mathematics
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase June 2012 - February 2015
Prudential Capital Group July 2008 - June 2012
ACG Professionals January 2008 - May 2008
Education
The University of Georgia 2004 — 2007
Bachelor of Business Administration (BBA), Finance
Cerner Corporation April 2014 - Present
Cerner Corporation October 2012 - April 2014
JPMorgan Chase May 2007 - September 2012
State Street 2003 - 2007
Skills
Process Improvement, Project Management, Business Analysis, Access
Education
University of Kansas 1995 — 1999
Liberal Art and Sciences, Economics
JPMorgan Chase August 2005 - Present
AT&T September 2002 - July 2005
Lucent Technologies January 1997 - August 2002
Skills
Analytics, Vendor Management, Business Analysis, SDLC, Banking, Financial Services, IT Strategy, Process Improvement, PMO, Portfolio Management, Marketing Analytics, Enterprise Architecture, Strategy, Marketing Strategy, Market Research, Internal Controls, Risk Management, Management, Compliance, Performance Improvement, Leadership, Integration, Software Project..., Telecommunications, Analysis, Program Management, Marketing, Software Development, Strategic Planning, Business Process..., Agile Methodologies, Business Intelligence, Project Management, Product Development, Consulting, IT Management, Cross-functional Team..., Unix, Business Process, Finance, Change Management, Disaster Recovery, Testing, Financial Analysis, Visio, Microsoft Excel
Education
New York University, Stern School of Business
Executive Education, Strategic Marketing Management
University of Chicago Graduate School of Business
Executive Education, High Performance Leadership
University of Michigan
Master of Science, Computer Engg
JPMorgan Chase 2009 - Present
JP Morgan Chase 2005 - 2008
Prudential Financial Co. 1999 - 2005
Nomura Securities Co. 1997 - 1999
Pricewaterhouse 1996 - 1997
Education
The University of Chicago Booth School of Business 1999 — 2002
Master of Business Administration, Finance & Management
University of Wisconsin-Madison - School of Business 1991 — 1995
Bachelor of Business Administration, Real Estate & Urban Land Economics and Marketing
TIAA-CREF August 2011 - Present
Tekmark Global Solutions October 2007 - August 2011
Global System Solutions, Inc (GSS) November 2006 - October 2007
American Century Investments November 2004 - November 2006
JPMorgan Chase November 2002 - November 2004
Skills
Certified Scrum Master..., Technical Leadership, Agile Leadership, Agile Methodolgy, System Testing, Development Testing, Quality Assurance, Business Analysis, SDLC, Software Documentation, Software Development, Process Improvement, Financial Services, Requirements Analysis, Requirements Gathering, Visio, Project Management, Retirement, Microsoft Excel, Information Technology, Pensions, SharePoint, 401k, Retirement Plan..., Training Facilitation, OmniStation, Vendor Management, User Acceptance Testing, Agile Methodologies
Education
The University of Kansas 1998 — 2002
Bachelor of Arts (B.A.), Communication, General
JPMorgan Chase November 1987 - Present
PricewaterhouseCoopers July 1976 - November 1988
Skills
SEC reporting, Internal Controls, Financial Management, Auditing, Accounting Policy, Financial Reporting, XBRL, US GAAP, Financial Accounting, CPA, Managerial Finance, Corporate Finance, Accounting, SEC filings, Internal Audit, Mergers & Acquisitions, Management, GAAP, Tax, Policy, Finance, Financial Analysis, Professional..., Financial Services, Financial Risk, Derivatives, Financial Modeling, Sarbanes-Oxley Act
Education
The University of Georgia
BBA, Accounting
Capital One February 2013 - Present
JPMorgan Chase August 2007 - February 2013
Deloitte June 2002 - August 2007
Fair Isaac April 1998 - June 2002
Royal Bank of Scotland September 1995 - April 1998
Skills
Predictive Analytics, Credit Risk, Statistical Modeling, Risk Management, Credit, Predictive Modeling, Banking, Financial Risk, Analytics, Basel II, Portfolio Management, Forecasting, SAS
Education
University of Missouri-Columbia 1993 — 1995
Masters, Mathematics
The University of Edinburgh 1989 — 1993
Bachelors, Mathematics
Wells Fargo Bank 2003 - Present
JPMorgan Chase 1996 - 2003
Bank of America 1985 - 1995
Skills
Financial Analysis, Treasury Management, Management, Commercial Banking, Cash Management, Credit, Loans, Commercial Lending, Portfolio Management, Business Development, Banking, Credit Analysis, Relationship Management, Financial Services, Finance
Education
Jesuit
Jesuit
The University of Dallas
MBA
Bank of America Merrill Lynch August 2013 - Present
JP Morgan Chase 2008 - Present
JPMChase 2002 - Present
JP Morgan 1998 - Present
JPMorgan Chase 1997 - Present
JP Morgan Chase 2002 - 2007
JP Morgan Chase 2000 - 2001
JP Morgan Chase 1998 - 1999
Ernst & Young 1989 - 1997
Education
The University of Glasgow 1985 — 1989
B.Sc, Physics
Deutsche Bank February 2003 - Present
UBS 1999 - 2002
Salomon Brothers 1997 - 1999
JPMorgan Chase 1991 - 1996
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA
University of California, Berkeley 1981 — 1986
BS, Chemical Engineering
U.S. Bank September 2014 - Present
JPMorgan Chase February 2007 - September 2014
JPMorgan Chase June 2004 - December 2006
JPMorgan Chase (fka Bank One) July 2002 - June 2004
Skills
Investments, Financial Analysis, Strategy, Valuation, Corporate Finance, Credit, Investment Banking, Mergers, Analytics, Private Equity, Asset Managment, Business Strategy, Business Development, Project Management, Risk Management, Financial Modeling, Cash Flow Forecasting, Revenue Forecasting, Forecasting, Commercial Banking
Education
The University of Chicago Booth School of Business 2002 — 2005
Master of Business Administration (M.B.A.), Analytical Finance
University of Pennsylvania - The Wharton School
Bachelor's Degree, Finance
GE Capital 2002 - 2009
Webster Bank 2001 - 2002
CIGNA 1986 - 2000
BarclaysAmerican Business Credit 1980 - 1986
JPMorgan Chase 1978 - 1980
Skills
Risk Management, Mortgage Lending, Staff Development, Asset Management, Underwriting, Valuation, Credit, Real Estate Investment, Equities, Due Diligence, Portfolio Management, Real Estate, Negotiation, Strategic Planning, New Business Development, Business Strategy, Investments, Compliance, Customer Relations, Six Sigma, Mortgage, Banking, Sales Management, Risk, Process Improvement, Structuring, Restructuring, Team Leadership, Capital Markets, Structured Finance, Asset Managment, Investment Properties, Mergers & Acquisitions, Management, Business Development, Acquisitions, Real Estate Economics, Selling, Joint Ventures, Finance, Private Equity, Financial Modeling, Financial Analysis, Loans, Commercial Real Estate, CMBS, Real Estate Financing, Disposition
Education
The University of Connecticut School of Business 1976 — 1978
MBA, Finance/Real Estate
JPMorgan Chase 2012 - Present
Ally Financial 2011 - 2012
Aurora Bank FSB 2010 - 2011
Medley Capital 2009 - 2010
JP Morgan Chase 2004 - 2009
Bank One - First Chicago 1997 - 2004
Colorado State University 1994 - 1996
C.D. Meekins & Associates, Inc. 1989 - 1992
Skills
Fixed Income, Capital Markets, Financial Modeling, Valuation, Bloomberg, Derivatives, Equities, Portfolio Management, Due Diligence, Investments, Hedge Funds, Asset Managment, Risk Management, Financial Analysis, Market Risk, Corporate Finance, Trading
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA, Analytic Finance and Econometrics
Virginia Polytechnic Institute and State University 1984 — 1988
BSCE, Civil Engineering
Fidelity Investments January 2015 - Present
Fidelity Investments May 2014 - Present
Fidelity Investments May 2013 - May 2014
Fidelity Investments May 2011 - May 2013
Fidelity Investments June 2010 - May 2011
Fidelity Investments November 2009 - June 2010
Fidelity Investments September 2007 - November 2009
JPMorgan Chase January 2007 - September 2007
Best Buy June 2003 - May 2007
Skills
Investments, Strategic Financial..., Team Leadership, Management, Series 7, Mutual Funds, Financial Analysis, Portfolio Management, Series 63, Finance, Customer Service
Education
The University of Dallas 2009 — 2013
MBA, Management
University of Nebraska-Lincoln
BS, Finance
Desoto Independent School District October 2012 - Present
Divine Order 2011 - Present
Your Moment Occasions 2010 - Present
Lancaster ISD January 2008 - June 2011
JPMorgan Chase August 2005 - December 2007
Texas Union Student Events Center June 2004 - July 2005
Skills
Artist Management, Event Management, Sports Management, Event Marketing, Marketing Communications, Microsoft Office, Teacher Training, Staff Development, Teaching, Classroom Instruction, Event Planning, Classroom, Research, Coaching, Marketing, Customer Service, Project Management, Public Speaking, Leadership, Management
Education
The University of Dallas 2008 — 2011
Master of Business Administration (MBA), Sports and Entertainment Management
The University of Texas at Austin - Red McCombs School of Business 2001 — 2005
BBA, Marketing
JPMorgan Chase
Skills
Hedge Funds, Equities, Investments, Asset Management, Investment Banking, Fixed Income, Valuation, Capital Markets, Portfolio Management, Alternative Investments, Private Equity, Asset Allocation
Education
Albert-Ludwigs-Universität Freiburg im Breisgau
MONDELEZ INTERNATIONAL January 2015 - Present
Mondelēz International April 2014 - December 2014
Mondelēz International March 2013 - March 2014
Mondelēz International (formerly Kraft Foods) August 2012 - February 2013
Kraft Foods September 2011 - July 2012
Blistex Inc. August 2010 - August 2011
Apple Inc. June 2009 - August 2009
Lehman Brothers (now Barclays Capital) February 2006 - May 2008
JPMorgan Chase June 2004 - February 2006
Skills
Marketing Strategy, Cross-functional Team..., Integrated Marketing, Strategy, P&L Management, Marketing Communications, Brand Management, Brand Equity, Business Strategy, Social Media Marketing, Digital Marketing, Product Innovation, Consumer Insight, Competitive Analysis, Customer Insight, Marketing Research, Brand Development, Forecasting, Marketing, Market Research
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Marketing, General Management
University of Virginia 2000 — 2004
BS, Finance, Accounting, History
DeNA May 2015 - Present
DeNA August 2014 - May 2015
ngmoco:) October 2011 - August 2014
JPMorgan Chase March 2006 - September 2011
The Kelvin Institute November 2004 - March 2006
Nickleby HFE Ltd August 1998 - November 2004
Skills
Data Mining, User Interface Design, Python, Information..., Java, Big Data, Algorithms, Scala, Linux, Software Development, JavaScript, Web Development, HTML 5, Ruby, Ruby on Rails, WebGL, Hadoop, HBase, Hive, Data Visualization, Git, .NET, Spring, Distributed Systems, Ant, Object Oriented Design, HTML5, Spring Framework
Education
The University of Glasgow 2000 — 2006
PhD, Computing Science
University of Paisley 1998 — 1999
MSc, Information Technology
Universiy of Paisley 1995 — 1997
BSc, Electronic Systems
Sumitomo Trust and Banking 2010 - Present
JPMorgan Chase 1998 - 2009
State Street 1993 - 1998
Education
The University of Connecticut School of Business 1978 — 1983
MBA, Operations Research, Business Strategy, Finance
Borden Ladner Gervais LLP / S.E.N.C.R.L., S.R.L. August 2015 - Present
Borden Ladner Gervais LLP / S.E.N.C.R.L., S.R.L. May 2014 - August 2014
Western University May 2013 - September 2013
JPMorgan Chase May 2013 - August 2013
LoyaltyOne 2011 - 2012
Rogers Communications Inc. May 2010 - August 2010
Rogers Communications Inc. June 2009 - August 2009
Education
The University of Western Ontario 2012 — 2015
Doctor of Law (J.D.)
Ryerson University 2008 — 2011
BComm, Marketing Management, Finance
University of Toronto - Trinity College 2006 — 2008
B.A., Politics, History
The University of Hong Kong 2007 — 2007
International Business
The Bishop Strachan School 1993 — 2006
OSSD
The Depository Trust & Clearing Corporation April 2013 - Present
Ned Davis Research, Inc. June 2011 - April 2013
JPMorgan Chase October 2000 - June 2011
Skills
SDLC, Business Analysis, Program Management, Project Management, Requirements Analysis, Agile Project Management, Change Management, Software Project..., PMP, Software Development, Risk Management, Vendor Management, SQL, CRM, Process Improvement, Consulting, Resource Management, Integration, Software Documentation, System Administration, Access, Team Building, SharePoint, Project Portfolio..., Business Intelligence, MS Project, IT Management, Enterprise Architecture, Visio, Disaster Recovery, IT Strategy
Education
The University of Dallas
MBA
Tulane University
BS, Computer Systems
JPMorgan Chase January 2012 - Present
HSBC Bank June 2009 - April 2012
Media Plus 2000 - 2002
Education
The University of Connecticut School of Business
JPMorgan Chase March 2013 - Present
State Street June 2008 - March 2013
MIT August 2007 - June 2008
Wachovia, A Wells Fargo Company May 2006 - August 2006
Skills
Investments, Bloomberg, Financial Modeling, Financial Analysis, Fixed Income, Equities, Valuation, Portfolio Management, Asset Management, Mutual Funds, Securities, Hedge Funds, Bloomberg Terminal, Financial Reporting, Capital Markets, Financial Risk, Financial Services
Education
The University of Connecticut School of Business 2003 — 2007
B.S., Finance
Time Warner Cable March 2015 - Present
Bank of America August 2013 - November 2014
EMC November 2012 - May 2013
JPMorgan Chase October 2011 - October 2012
Goldman Sachs March 2011 - August 2011
Whirlpool Corporation December 2010 - February 2011
Skills
Visio, Business Analysis, Derivatives, SQL, Microsoft SQL Server, SDLC, Requirements Analysis, PostgreSQL, Oracle PL/SQL..., Tableau, Big Data Analytics, Big Data, Oracle, PL/SQL, VBA, Business Intelligence
Education
The University of Findlay 2007 — 2010
Master of Business Administration (MBA)
University of Findlay 2007 — 2009
MBA, Software Engineering, FInance
Findlay High School April 2009 - Present
KeyBank January 2012 - April 2013
JPMorgan Chase April 2009 - December 2011
First Midwest Mortgage Company June 1995 - April 2009
Skills
Banking, Credit, Mortgage Lending, Microsoft Office, Commercial Banking, Management, Sales, Risk Management, Strategic Planning, Financial Analysis, Public Speaking
Education
University of Findlay 1999 — 2001
Master of Business Administration (MBA), Organizational Leadership
University of Cincinnati 1989 — 1993
Bachelor's degree, Finance and Management
MFS Investment Management April 2004 - Present
Investors Bank & Trust January 1999 - January 2004
JPMorgan Chase January 1998 - January 1999
Skills
Mutual Funds, Internal Controls, Asset Management, Research, Presentations, Teaching, Finance
Education
The University of Edinburgh 1993 — 1997
Ph.D, Islamic Studies
University of Maine 1990 — 1993
B.A, History
National Register of Health Service Psychologists September 2015 - Present
Close Up Foundation July 2014 - July 2015
Close Up Foundation July 2013 - July 2014
JPMorgan Chase 2011 - December 2013
Close Up Foundation January 2013 - July 2013
The King Center 2011 - 2012
Volunteer UGA April 2010 - May 2011
The William Breman Jewish Heritage and Holocaust Museum May 2010 - August 2010
Skills
Public Speaking, Presentation Development, Research, Project Management, Microsoft Office, Social Media, Final Cut Pro, Adobe Creative Suite, Volunteer Management, Writing, Editing, Workshop Facilitation, History, Non-profits, Leadership Development, Nonprofits, Community Outreach, Program Development, Grant Writing, Strategic Communications, Public Policy, Public Relations, Policy Analysis
Education
The University of Georgia 2007 — 2011
AB, History, German, Sociology
JPMorgan Chase January 2011 - Present
Bank of America 2006 - 2011
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Retail Banking, Credit Analysis, Loans, Credit, Refinance, FHA, Residential Mortgages, Lines Of Credit, VA loans, FHA financing, Real Estate Financing, Credit Cards, Rates, Home Equity Loans, Home Equity Lines of..., Government Loans
Education
The University of Dallas 1996 — 2000
BA, Biology
JPMorgan Chase Business AnalystJPMorgan Chase & Co.December 2013 - Present
Skills
Investment Banking, Management, Financial Services, Leadership, Business Analysis, Finance, Asset Management, Fixed Income, SDLC, Portfolio Management, Vendor Management, Risk Management, Equities, SQL, Banking, Project Management, Software Project..., Agile Project Management, Bus
Education
The University of Glasgow 1995 — 2001
Master of Science (MSc) Information Technology & Master of Arts in Philosophy, IT: Software and Systems, MA 2:1
Stonelaw High School
JPMorgan Chase June 2013 - August 2013
McLean, Koehler, Sparks & Hammond May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, QuickBooks, ProSystem fx Tax, HTML, Python
Education
Georgia Institute of Technology 2010 — 2014
Bachelor of Business Administration (BBA), Finance
The University of Georgia 2011 — 2011
Center for Language and Culture, Marrakech, Morocco
Loan Review June 2014 - Present
City National Bank of NJ November 2012 - June 2014
Prudential Financial April 1997 - September 2001
JPMorgan Chase August 1975 - May 1996
Skills
Loans, Credit, debt restructuring, credit risk management, Debt Restructuring, Credit Risk, Financial Risk, Capital Markets, Due Diligence, Finance, Financial Analysis, Investment Banking, Investments, Mortgage Lending, Risk Management, Underwriting, Financial Modeling
Education
The University of Chicago Booth School of Business 1973 — 1975
Master of Business Administration (MBA), Finance
Home November 2007 - Present
JPMorgan Chase 1982 - 2007
Skills
Banking, Risk Management, Business Analysis, SDLC, Financial Services, Portfolio Management, Vendor Management, Credit, Equities, Process Improvement, Fixed Income, Financial Analysis, Loans, Derivatives, Mortgage Lending, Customer Service, Microsoft Excel, Microsoft Office, Strategic Planning, Team Building
Education
The University of Glasgow 1970 — 1972
No degree, Mathematics and Natural Philosophy
Eastwood High School, Newton Mearns, UK 1966 — 1970
Certificate of SIxth Year Studies, Mathematics and Natural Philosophy