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
Australian Trade Commission July 2013 - Present
Suncor Energy September 2012 - December 2012
Resume Detective February 2012 - June 2012
RioCan Real Estate Investment Trust November 2009 - October 2011
First Manhattan Consulting Group July 2008 - March 2009
JWT March 2008 - June 2008
JPMorgan Chase November 2007 - February 2008
UBS Investment Bank August 2006 - August 2007
TRW October 2005 - August 2006
Robert Bosch March 2005 - August 2005
Skills
Accounts Payable, Reconciliation, Accounts Receivable, Excel, Forecasting, Account Reconciliation, Microsoft Excel
Education
University of Michigan-Dearborn 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
George Brown College
Post Graduate Degree, Human Resources Management
University of Cambridge
Graduate Certificate, International Business
University of Michigan-Dearborn
Bachelor of Business Administration, Finance
Schneider Electric May 2012 - Present
JPMorgan Chase July 2009 - May 2011
Skills
Customer Service, Time Management, Microsoft Excel, Microsoft Office, Microsoft Word, IBM Rational Tools, Customer Satisfaction, Corrective Actions, Continuous Improvement, Management, PowerPoint, Inventory Management, Leadership, Team Leadership, Operations Management, Process Improvement, Root Cause Analysis, Program Management
Education
University of Central Florida 2006 — 2009
Bachelor of Science, Finance/Real Estate
Hudson High School 2001 — 2005
High School Diploma
Citbank N.A. December 2014 - Present
JPMorgan Chase March 2013 - November 2014
JPMorgan Chase September 2011 - March 2013
Wells Fargo Bank 2010 - 2011
Skills
Cantonese, Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Finance, Microsoft Word, Investments, Portfolio Management, Risk Management, Sales
Education
University of California, Santa Barbara 2006 — 2010
B.A, Economics/Mathematics, Chinese with a minor in Statistics
Cedars-Sinai September 2014 - Present
American Homes 4 Rent February 2014 - July 2014
PennyMac January 2013 - October 2013
JPMorgan Chase October 2010 - January 2013
Mozaffarian Jewelers 2005 - 2012
Skills
Marketing, Microsoft Excel, Microsoft Office, Customer Service, Outlook, Management, Microsoft Word, PowerPoint, ADP Payroll, Onboarding, Farsi, HRIS, Photoshop, Background Checks, Microsoft Office and..., Windows, Linux, Mac, ADP ezLaborManager, Visio, Compensation, Terminations, ADP, Ultipro, ADP TotalSource, Cognos, Business Intelligence, FLSA True-up, SOP development, CRM, Human Resources, Time Management
Education
Keller Graduate School of Management
MBA, Human Resources
University of California, Santa Barbara
B.A
U.S. Bank July 2014 - Present
JPMorgan Chase May 2010 - June 2014
Gameplan Financial March 2008 - October 2008
LION Inc. February 2007 - December 2007
JPMorganChase May 2003 - January 2007
Macromedia March 2000 - August 2001
Wells Fargo March 1993 - August 1999
Skills
Business Development, CRM, New Business Development, Negotiation, Sales Management, Strategic Planning, Public Speaking, Coaching, Management Consulting, Team Building, Training, Leadership, Program Management, Management, Cross-functional Team..., Strategy, E-commerce, Marketing Strategy, Change Management, Project Management, Market Research, Marketing, Mergers & Acquisitions, Mortgage Banking, Mortgage Lending, Residential Mortgages, Sales Process
Education
EMBA University of Hawaii - College of Business Administration 1996 — 1998
MBA, International Business and Finance
University of California, Santa Barbara 1984 — 1989
BA, English Literature
Omni Hotels June 2014 - Present
Hilton Worldwide June 2012 - June 2014
JPMorgan Chase June 2011 - April 2012
Darden Restaurants January 2009 - August 2011
Skills
Hospitality, Hospitality Management, Hospitality Industry, Hotels, Restaurants, Resorts, Customer Service, Food & Beverage, Sales, Micros, Hotel Management, Front Office, Leadership, Management, Time Management, Delphi, Training, Account Management, Key Account Management, Key Account Development, Contract Negotiation, Contract Management
Education
University of Central Florida 2011 — 2014
Bachelor of Science (B.S.), Hospitality Administration/Management
Valencia Community College 2007 — 2009
Associate's Degree, General Studies
Virgin America February 2014 - Present
California State University, Los Angeles December 2013 - Present
BMW of San Francisco (German Motors Corp.) September 2012 - August 2013
JPMorgan Chase 2008 - 2012
Skills
Customer Service, Training, Financial Analysis, Commercial Banking, Lines Of Credit, Retail Banking, Financial Services
Education
University of California, Santa Barbara 2007 — 2012
Bachelor's degree, Global Studies
StyleHaul, Inc. November 2014 - Present
vidIQ February 2013 - November 2014
Google May 2012 - February 2013
JPMorgan Chase February 2011 - May 2012
LegalMatch.com September 2009 - February 2011
Untangle, Inc. February 2008 - January 2009
Proto Pulsion Inc October 2006 - January 2008
Skills
Salesforce.com, Lead Generation, Account Management, Cold Calling, Sales, Direct Sales, Social Media, SaaS, Social Media Marketing, Sales Process, Sales Management, Recruiting, Marketing Strategy, Management, Sales Operations, Online Marketing, Leadership, CRM, Forecasting, Negotiation, Enterprise Software, Market Research, Strategy, Marketing, Mobile Devices, Training, New Business Development, Advertising, Strategic Partnerships, Online Advertising, Start-ups, Web Analytics, B2B, Digital Marketing, Email Marketing, Social Networking, Sales Presentations, Trade Shows, SEM, Business Development, Selling, E-commerce
Education
University of California, Santa Barbara
Bachelor of Arts Degree, Sociology
JPMorgan Chase May 2011 - Present
Coffee Bean & Tea Leaf June 2006 - June 2011
Skills
Banking, Retail Banking, Commercial Banking, Cash Management, Deposits, Teamwork, Social Networking, Leadership, Microsoft Office, Microsoft Excel, Public Speaking, Time Management, Event Planning, PowerPoint, Microsoft Word, Customer Service
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (BA), Global Studies
JPMorgan Chase & Co. November 2014 - Present
U.S. Bank June 2014 - November 2014
JPMorgan Chase July 2012 - June 2014
Skills
Banking, Social Networking, Customer Service, Microsoft Word, Deposits, Retail Banking, Consumer Lending, WordPress, Commercial Banking, Microsoft Excel, Cash Management, Private Banking, Oral & Written..., PowerPoint, Teamwork, Microsoft Office, Sales, Social Media, Facebook, Blogging, Writing, American Sign Language, Business Writing, Film Criticism, microsoft wor, customer, Phone Etiquette, Email, Public Speaking, Leadership, Research, Loans, Time Management, Outlook, Credit Cards, Cross Selling
Education
University of California, Santa Barbara 2012 — 2014
English, English Language and Literature, General
Sharp Health Plan August 2014 - Present
JPMorgan Chase September 2011 - December 2013
Union Bank March 2003 - September 2010
Union Bank September 2000 - March 2003
Wells Fargo September 1991 - September 1996
Skills
Mortgage Lending, Loans, Credit, Loan Origination, FHA, Mortgage Banking, Underwriting, Loss Mitigation, Banking, Loan Servicing, Financial Analysis, Residential Mortgages, Mortgage Underwriting
Education
University of California, San Diego
B.A., Quantitative Economics and Decision Sciences
JPMorgan Chase September 2007 - Present
Skills
Loans, Refinance, Insurance, Mortgage Lending, Real Estate, Analysis, Budgets, Mortgage Banking, Referrals, Branch Banking, VA loans, FHA Financing, Banking, VA Loans
Education
University of California, Santa Barbara
Bachelor of Arts (BA), Sociology, Deans Honor List
JPMorgan Chase June 2014 - Present
JPMorgan Chase June 2012 - June 2014
JPMorgan Chase June 2011 - June 2012
Skills
Credit, Banking, Portfolio Management, Financial Analysis, Mortgage Lending, Loans, Loan Origination, Consumer Lending, Small Business Lending, Credit Analysis, Commercial Lending, Commercial Banking, Credit Risk, Lines Of Credit, Refinance
Education
University of California, Santa Barbara 2004 — 2008
Bachelor of Arts (BA), Psychology
Insurance Office of America January 2011 - Present
Newman Crane Insurance June 2010 - December 2010
Allstate Insurance June 2006 - June 2010
Sanofi June 2004 - February 2006
Sanofi July 1999 - June 2004
State Farm Insurance September 1992 - June 1999
JPMorgan Chase June 1991 - October 1992
Skills
Insurance, Sales Management, Customer Relations, Fundraising, Property & Casualty..., Public Speaking, Commercial Insurance, Customer Service, Workers Compensation, Underwriting, Sales, Strategic Planning, Life Insurance, Health Insurance, Account Management, Fixed Annuities, Professional Liability, Casualty, Claim, Negotiation, Risk Management, Marketing, Liability, Umbrella Insurance, Team Building, New Business Development, Legal Liability, Commercial Lines, D&O, Inland Marine, Employment Practices..., Homeowners, Liability Analysis, Disability Insurance, Excess, General Insurance, Brokers, Long-term Care, Insurance Brokerage, Employee Benefits, Claims Management, Property Claims, Reinsurance, Financial Risk, Universal Life, Surety Bonds, Term Life Insurance, Whole Life, Small Business, Customer Retention
Education
University of Central Florida 1987 — 1991
BA, Communications
Miami Norland
PETCO, Inc. December 2011 - Present
GameStop September 2011 - April 2012
Wood Ranch Country Club April 2009 - December 2011
JPMorgan Chase June 2007 - September 2007
Skills
Black Belt-Hapkido, Guest Instructor at UCSB
Education
UCSB
Bachelor, Film and Media
ucsb
Payfirma Corporation May 2011 - August 2013
VersaPay Corporation August 2007 - April 2011
Rogers Communications August 2006 - July 2007
JPMorgan Chase February 2004 - July 2006
Skills
Payment Processing, Business Strategy, Customer Relations, Strategic Planning, Team Building, Business Analysis, New Business Development, Sales Operations, Customer Satisfaction, Operations Management, Product Development, Property Management, Contract Negotiation, Contract Management, Financial Transactions, Credit Card Terminals, Credit Card Transaction..., Payment Gateways, Electronic Payments, Payment Services, Payment Industry, Integration, B2B software, POS, Team Leadership, Leadership Development, Leadership, Payment Card Processing, Credit Cards, Customer Service, Account Management, Sales Management, Sales, Salesforce.com, Business Development, Marketing Strategy, Strategy, Lead Generation, Business Planning, Management, Mobile Payments, Merchant Services, E-payments, Debit Cards, E-commerce, Direct Sales, B2B, Product Management, CRM, Payment Systems
Education
University of California, San Francisco 1997 — 2003
BS, Computer Science
Foothill College 1995 — 1997
Associate's degree, Computer Science
St.Judes High 1991 — 1993
Grade 12, Computer Science
Medtronic 2013 - Present
JPMorgan Chase June 2012 - August 2012
Skills
C++, Java, Python, C, BLE, NFC, Embedded Systems, RFID applications, Linux, Android Development, Android, Android SDK, SQL, JDBC, Automation, Automated Software..., Black Box Testing
Education
University of California, Santa Barbara
Bachelor of Science (BS), Computer Engineering
Expeditors August 2014 - Present
JPMorgan Chase October 2013 - July 2014
Quan Produce Inc. June 2011 - June 2013
Lucky Mart Inc. January 2008 - April 2011
Skills
Teamwork, Strategy, Customer Service, Management, Sales, Training, Time Management
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (B.A.), Psychology
San Marino High School 2006 — 2009
High School
JPMorgan Chase April 2012 - Present
Wells Fargo Bank April 2011 - April 2012
Wells Fargo July 2007 - April 2011
Skills
Commercial Banking, Credit, Banking, Commercial Lending, Credit Analysis, Loans, Real Estate, Small Business Lending, Retail Banking, Relationship Management, Lines Of Credit, Cross Selling, Financial Services, Loan Origination, Management, Mortgage Lending, Portfolio Management
Education
University of California, Santa Barbara 1998 — 2002
Bachelor of Arts (B.A.), Sociology
JPMorgan Chase & Co. June 2014 - Present
JPMorgan Chase February 2011 - Present
JPMorgan Chase June 2010 - February 2011
JPMorgan Chase March 2008 - June 2010
JPMorgan Chase January 2007 - March 2008
JPMorgan Chase January 2006 - January 2007
Skills
Equities, Relationship Management, Derivatives, Superior Client Service, Management, Regulatory Affairs, Project Management, Valuation
Education
University of Cape Town 2002 — 2005
Bachelor of Business Science, Finance and Economics
JPMorgan Chase January 2014 - Present
Cheswold Lane Asset Management February 2013 - January 2014
Cheswold Lane Asset Management, LLC. June 2011 - August 2011
Standard Chartered Bank June 2010 - August 2010
Skills
SAS, SQL, Unix, Teradata, Oracle, Investment Portfolio, Credit Risk Analysis, Financial Modeling, M&A Modeling, XLMiner, Mandarin, LBO, Minitab, Cognos, Business Objects
Education
LeBow College of Business, Drexel University 2010 — 2012
MBA, Master of Science, Finance, Business Analytics
University of Central Arkansas 2006 — 2010
Bachelor of Business Administration, Finance major, Interdisciplinary Studies minor
Sientra, Inc. September 2012 - Present
Bank of America 2011 - 2012
JPMorgan Chase 2010 - 2011
Skills
Accounts Receivable, Reporting & Analysis, Process Optimization, Data Analysis, Ad Hoc Reporting, Visual Basic, Microsoft Excel, Microsoft SQL Server, Microsoft Access, Microsoft Office, Accounts Payable, Microsoft Word, Time Management, Banking, Account Management, Customer Service, Leadership, Cash Management, Management, PowerPoint
Education
University of California, Santa Barbara
Business Economics with Emphasis in Accounting, Economics and Accounting
Safeco Insurance, a Liberty Mutual Company May 2010 - Present
Customer Experience Professionals Association May 2015 - Present
Customer Experience Solutions December 2009 - May 2010
JPMorgan Chase October 2008 - December 2009
Washington Mutual May 2006 - November 2008
Washington Mutual 2005 - 2007
Bank of America 1992 - 2002
McCann Erickson 1991 - 1992
J. Walter Thompson 1987 - 1991
DDB 1984 - 1987
Skills
Customer Experience, Analytics, Strategic Planning, Marketing, CRM, Mergers, Product Innovation, Customer Acquisition, Product Management, Thought Leadership, Integrated Marketing, Segmentation, Strategy, Marketing Strategy, Business Strategy, Financial Services, Competitive Analysis, Direct Marketing, Brand Loyalty, Strategic Partnerships, P&L Management, Management, Leadership, Mergers & Acquisitions, Cross-functional Team..., Executive Management, Insurance, Change Management, Digital Marketing, Online Marketing, Business Process..., Marketing Communications, Brand Management, Process Improvement, Training, Program Management
Education
University of Washington, Michael G. Foster School of Business 1998 — 2000
Pacific Coast Banking School
University of Southern California - Marshall School of Business 1985 — 1987
MBA, Advanced Marketing Studies
University of California, Santa Barbara 1980 — 1984
Marketing, Communications
JPMorgan Chase June 2000 - Present
Wells Fargo November 1997 - May 2000
Skills
Mortgage Lending, Sales, Mortgage Banking, Loan Origination, FHA, Refinance, Investments, Credit, Banking, Customer Service
Education
UCSB 1992 — 1997
Bachelor of Arts, Law and Society
Glendale High School 1989 — 1992
JPMorgan Chase December 2009 - Present
Accredited Home Lenders March 2005 - May 2009
HSBC September 2003 - February 2005
Ocwen Federal Bank August 2001 - September 2003
Charles Schwab December 1997 - April 2001
Skills
Forecasting, Team Leadership, Scheduling, Problem Solving, Analytics, Call Center, Process Improvement, Vendor Management, Customer Service, Team Building, Business Analysis, Visio, Customer Relations, Compliance, Access, Excel, Strategic Planning, Budgeting, Documentation, Vendor Relations, Crystal Reports, Mergers, Change Management, Mentoring, Operations Management, Six Sigma, Quality Assurance, Business Intelligence, Policy, Banking, Analysis, Microsoft Office, Word, Outlook, Business Management, Requirements Analysis, SQL, Program Management, PowerPoint, Data Analysis, MS Project, Process Engineering, Microsoft Excel, Business Process..., Call Centers, IVR, SDLC, Mortgage Servicing, Management, Software Documentation
Education
University of Central Florida 1998 — 2003
Statistics
Wells Fargo September 2013 - Present
JPMorgan Chase June 2012 - August 2013
CarMax February 2012 - June 2012
University of Central Florida Housing and Residence Life September 2008 - April 2012
AXA Advisors January 2012 - March 2012
The Country's Best Yogurt April 2006 - August 2009
Skills
PowerPoint, Excel, Word, Outlook, Microsoft Excel, Microsoft Word, Customer Service, Time Management, Leadership, Marketing, Sales, Finance, Accounting, Access, Financial Analysis, Microsoft Office
Education
University of Central Florida 2008 — 2012
Bachelor of Science in Business Administration, Finance
Intelligent Buildings January 2014 - Present
Sappenfield Staffing September 2013 - December 2013
Randstad June 2013 - September 2013
JPMorgan Chase September 2012 - April 2013
American Academy of Ophthalmology November 2007 - September 2012
Anheuser-Busch June 2004 - September 2007
Best Practices, LLC 2003 - 2004
NeoCarta Ventures 1999 - 2003
COMPARENET 1998 - 1999
Norstan Consulting 1997 - 1998
Skills
Social Media, Editing, Meeting Planning, Administrative..., Event Management, Executive Support, Event Planning, Research, Strategic Planning, Outlook, Non-profits, Public Speaking, Newsletters, Public Relations, Proofreading, Nonprofits, Office Management, Adobe Acrobat, Healthcare, Copy Editing, Press Releases, Fundraising, Community Outreach, Internal Communications, Volunteer Management, Corporate Communications, Social Media Marketing, Microsoft Word, Media Relations, Human Resources, Copywriting, Social Networking, Marketing Communications, Strategic Communications, Grant Writing, Marketing, Trade Shows, Budgets, Leadership, Blogging, Publications, Training, Management, Leadership Development, Advertising, Content Development, Web Content, Publishing, Content Management, Administrative...
Education
University of California, Santa Cruz
Bachelor of Arts Degree, Comparative Literature
JPMorgan Chase & Co. April 2014 - Present
Wells Fargo February 2014 - April 2014
Wells Fargo April 2013 - February 2014
JPMorgan Chase June 2012 - March 2013
The Sainte Claire July 2012 - February 2013
Education
University of California, Santa Cruz 2008 — 2010
Environmental Studies & Economics
Bank of America September 2013 - Present
JPMorgan Chase September 2012 - September 2013
JPMorgan Chase December 2010 - September 2012
JPMorgan Chase November 2009 - December 2010
Union Bank of California August 2007 - August 2009
Skills
Investments, Risk Management, Banking, Management, Finance, Credit, Financial Services, Financial Analysis, CRM
Education
University of California, San Diego 2005 — 2007
B.A., Economics
Quicken Loans April 2007 - Present
Bank of America January 2013 - July 2013
Reinhart Realtors May 2012 - December 2012
JPMorgan Chase July 2004 - March 2007
Skills
Mortgage Lending, Mortgage Banking, VA loans, FHA, Loan Origination, Residential Mortgages, Refinance, Loans, FHA financing, Credit, Banking, Mortgage Underwriting, Sales, World Class Customer..., Contract Negotiation, Dispute Resolution, Real Estate Transactions, Real Estate Financing
Education
University of California, Santa Barbara 1999 — 2002
San Leandro High 1995 — 1999
Vicoty Realty Group January 2005 - Present
Vicory Realty Group February 1998 - Present
Victory Rea Group February 1998 - Present
JPMorgan Chase 2013 - 2014
Century 21 All Properties January 2001 - February 2005
Skills
Foreclosures, Buyers, Investors, First Time Home Buyers, Short Sales, Investment Properties, Condos, REO, Residential Homes, Real Estate, Sellers, Selling, Single Family Homes, Real Property, Listings, Mortgage Lending
Education
UC Santa Barbara 1991 — 1995
Bachelor's, Marketing
Ikpomaza Grammar School, Okpella 1980 — 1984
High School, High School Diploma
JPMorgan Chase January 2013 - Present
EduCap Inc November 2005 - December 2012
BNX Systems August 2004 - October 2005
Ecutel Systems May 2001 - August 2004
CyberCash February 1996 - March 2001
Skills
Product Management, SaaS, E-commerce, Enterprise Software, Mobile Devices, Agile Methodologies, Market Requirements..., Electronic Payments, Software Development, Product Requirements, Start-ups, Integration, Security, Financial Services, Strategic Partnerships, Risk Management, Vendor Management, Strategy, Product Marketing, Payment Gateways, E-payments, Analytics, Business Analysis, Management, Product Strategy, Microsoft SQL Server, Executive Management, Credit Cards, Cloud Computing, Internet Security, Identity Management, Payments, Web Applications, Product Development, Mobile Applications, Mobile Payments, Program Management, Leadership, Product Requirements..., ASP.NET, SQL Server, Agile Methodolgy, SDLC, Software Project..., SOA, Enterprise Architecture, Online Payments, Wallets, Mobile VPN
Education
University of California, Santa Cruz 1990 — 1995
B.S.
Pacific Grove High School 1989 — 1990
Computer & Business Information Systems (CBIS) June 2010 - Present
JPMorgan Chase 2011 - 2012
JPMorgan Chase 2010 - 2010
UCSB Instructional Computing 2009 - 2010
UCSB Instructional Development 2009 - 2010
Skills
Project Management, Software Project..., Business Analysis, Requirements Analysis, Program Management, Integration, MS Project, Bankruptcy, Mortgage Lending, Portfolio Management, Management Consulting, SAS programming, HTML, phpMyAdmin, MySQL, Microsoft Office, Databases, Data Mining, Object Oriented Modeling, Notary Public, CRM, Process Improvement, Strategy, IT Strategy, Management, Team Management, Leadership, Customer Service, PowerPoint, Event Planning, Public Speaking, Microsoft Excel, Marketing
Education
University of Phoenix 2013 — 2017
Doctor of Management in Organizational Leadership / Information Systems and Technology, Information Technology Project Management
University of Phoenix-San Diego Campus 2011 — 2012
Master's degree, Management Information Systems, General
University of California, Santa Barbara 2005 — 2010
Bachelor of Science (BS), Statistics
JPMorgan Chase January 2014 - Present
JPMorgan Chase 2013 - Present
JPMorgan Chase January 2010 - July 2013
BOLD-Business Resource Group January 2010 - March 2013
JPMorgan Chase August 2007 - December 2009
JPMorgan Chase July 2007 - August 2008
JPMorgan Chase August 2005 - July 2007
Skills
Banking, Loans, Small Business Lending, Retail Banking, Consumer Lending, Credit, Lines Of Credit, Financial Risk, Credit Cards, Risk Management, Cross Selling, Relationship Management, AML, Cash Management, Financial Services, Portfolio Management, Loan Origination, Underwriting, Securities, Series 63, Business Relationship..., Branch Management, SBA, Commercial Mortgages, KYC, Deposits, Fixed Income, Merchant Services, Loan Servicing, Debit Cards, Funding, Leadership, Branch Banking, Financial Advisory, Cash Flow, Small Business, Customer Experience, Operational Risk..., Operational Risk, Building Relationships, Financial Institutions, Bank Secrecy Act, ACH, Internet Banking, Retirement, Finance, Credit Risk
Education
CSU
Master of Business Administration (MBA)
University of Central Arkansas
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Wells Fargo September 2014 - Present
Wells Fargo August 2013 - Present
Federal Home Loan Bank of San Francisco November 2011 - August 2013
Wells Fargo March 2010 - November 2011
Wells Fargo November 2008 - March 2010
JPMorgan Chase November 2007 - November 2008
Skills
SAS/SQL, Essbase, Bloomberg, SAS, Financial Modeling, SQL, Financial Reporting, Credit, Credit Analysis, VBA, Access, Fixed Income, Credit Risk, Risk Management, Data Mining, Marketing Strategy, Segmentation, Customer Insight, Analysis, Analytics, Financial Risk, BASEL Compliance, Stress Testing
Education
UC Berkeley Extension 2011 — 2013
Certificate in Capital Markets, Finance and Financial Management Services
MA 2005 — 2007
M.A; M.A, Applied Statistics and Statistical science; Economics; Business Economics
University of California, Santa Barbara 2001 — 2007
Masters, Statistics and Economics
Intuit July 2013 - Present
Intuit March 2012 - July 2013
Intuit January 2009 - February 2012
JPMorgan Chase November 2007 - January 2009
Capital Six Funding November 2006 - August 2007
Countrywide Securities Corporation August 2004 - November 2006
Veramark Technologies February 2001 - August 2004
financialprinter.com 2000 - 2001
InsWeb 1999 - 2000
Skills
Data Warehousing, Databases, SSIS, OLAP, Requirements Analysis, Data Modeling, Visio, Microsoft SQL Server, T-SQL, SDLC, SSRS, SQL, Business Intelligence, Software Documentation, Pivot Tables, Crystal Reports, Enterprise Architecture, PowerPoint, XML, Oracle, Project Management, Data Analysis, Analytics, Access, Dashboards, Agile, Data Mining, Excel, Outlook, Word, Stored Procedures, Triggers, Reporting, SQL Server, User Defined Functions, DTS, Business Objects XI R2, Visual Studio, Metrics, MySQL, Lotus Notes, Sybase, Business Systems..., CLR, Database Administration, Disaster Recovery, ETL, Microsoft SQL Server..., SSAS, Microsoft Word
Education
University of Phoenix 2001 — 2003
Bachelors of Science, Information Technology
University of California, Santa Barbara 1994 — 1997
English
Chatsworth High School 1991 — 1994
Heschel 1981 — 1991
HSBC Private Bank April 2014 - Present
JPMorgan Chase May 2013 - April 2014
Citibank May 2011 - May 2013
Translatus Inc. August 2010 - February 2011
Self Employed January 2003 - January 2008
Robertson, Stephens & Company May 1999 - June 2002
Banc of America Securities July 1995 - May 1999
Education
University of California, Santa Barbara 1988 — 1993
Asian Studies, Japanese
Saint Ignatius College Prepatory
imortgage March 2014 - Present
. March 2013 - Present
AmeriFirst Financial, Inc. October 2013 - March 2014
Various Mortgage Companies January 1997 - July 2013
JPMorgan Chase July 2011 - March 2013
Community Housing Works 2009 - 2011
Skills
Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Credit, Refinance, FHA, Credit Analysis, Banking, Residential Mortgages, Consumer Lending, VA loans, Commercial Lending, Small Business Lending, USDA, FHA financing, Commercial Banking, Retail Banking, Lines Of Credit, Underwriting, Mortgage Underwriting, Home Equity Lines of..., Home Equity Loans, Foreclosures, Government Loans, Construction Loans, Reverse Mortgages, VA Loans
Education
UC Santa Barbara 1989 — 1992
Bachelor of Arts (B.A.), International Relations and Affairs/ Spanish Literature and Translations
Bank of America Merchant Services April 2012 - Present
Rotolo Enterprise 2002 - Present
JPMorgan Chase August 2010 - April 2012
Bytemobile April 2002 - June 2011
Skills
CRM, Marketing, Training, Sales, Project Management, Corporate Communications, Banking, Time Management, Product Management, Strategic Partnerships, Product Marketing, Cross-functional Team..., Salesforce.com, Start-ups, Teamwork, Marketing Strategy, Mobile Technology, SaaS, Customer Service, Management, Leadership, Finance, Strategic Planning, Business Development
Education
University of California, Santa Cruz
HR Management
loanDepot May 2014 - Present
JPMorgan Chase December 2012 - May 2014
JPMorgan Chase May 2011 - December 2012
Multiple Financial Services, Inc. October 2010 - May 2011
Bank of America September 2007 - March 2009
Skills
Investment Advisory, Retirement Planning, Wealth Management, Strategic Financial..., Personal Banking, Sales, Reporting & Analysis, Research, Escalations Management, Quality Assurance, Compliance, Business Process..., Financial Policies &..., Default, Loss Mitigation, Mortgage Banking, Banking, Loans, Mortgage Lending, Financial Services, Loan Servicing, Cross Selling, Securities, Relationship Management, Loan Origination, Customer Experience, Branch Banking, Retirement, Series 63, FHA, Retail Banking, Life Insurance, Customer Service, Mutual Funds
Education
University of California, Santa Barbara 2005 — 2009
Computer Science, Business
JPMorgan Chase August 2011 - Present
Informative Research October 2010 - August 2011
Catalina Express March 2008 - September 2009
BNC Mortgage, a Lehman Brothers Company June 2005 - August 2007
Skills
Mortgage Lending, Credit, Commercial Lending, Credit Analysis, Investment Properties, Real Estate, Mortgage Banking, Commercial Real Estate, Leadership, Sales, Underwriting, Account Management, Loans, Training, Cold Calling, Residential Homes, Finance, Lead Generation, B2B, Selling, Loan Origination, Portfolio Management, Investors, FHA, Customer Retention, Funding, Sales Management, Banking, Refinance, Trade Shows
Education
University of California, Santa Barbara 2000 — 2002
Bachelor of Arts, Sociology
JPMorgan Chase May 2012 - Present
Grand Hyatt New York January 2011 - August 2012
Grand Hyatt New York August 2010 - December 2010
JPMorgan Chase July 2007 - July 2010
CCG Investor Relations September 2006 - December 2006
Education
University of California, Santa Barbara 2003 — 2007
BA, East Asian Studies (Chinese Concentration), Professional Writing
Wells Fargo Bank June 2011 - Present
The Siegfried Group January 2010 - June 2011
JPMorgan Chase July 2001 - March 2009
Barclays Global Investors July 1999 - July 2001
ProBusiness August 1998 - July 1999
20th Century Fox May 1995 - August 1998
KPMG Peat Marwick January 1993 - May 1995
Skills
Financial Modeling, Financial Analysis, Forecasting, Strategic Financial..., Analysis, Strategic Planning, Accounting, Business Strategy, Management, Mergers & Acquisitions, Budgets, Business Analysis, Finance, Financial Services, Integration, Project Management, Project Planning, Strategy
Education
University of California, Santa Barbara 1987 — 1991
Bachelor of Arts (B.A.), Business/Managerial Economics
Mitsubishi Electric Cooling & Heating April 2013 - Present
Carrier Enterprise November 2011 - September 2012
Carrier Enterprise April 2010 - November 2011
JPMorgan Chase January 2009 - August 2009
Trade Fixtures/New Leaf Designs March 2007 - November 2008
Frontier Airlines August 2002 - February 2004
Carrier West June 2001 - August 2002
Carrier North Texas February 2001 - May 2001
Carrier Bock January 2000 - January 2001
Carrier Bock January 1996 - January 2000
Skills
Pricing, Account Management, Forecasting, Sales Operations, Sales Management, Strategic Planning, Sales, Customer Service, Management, Purchasing, Training, New Business Development, Sales Process, Inventory Management, Customer Satisfaction, Contract Negotiation
Education
University of Central Arkansas 1989 — 1993
Associate, Arts
Dover High School
FinancialForce.com July 2015 - Present
FinancialForce.com July 2014 - June 2015
FinancialForce.com September 2013 - June 2014
JPMorgan Chase October 2012 - September 2013
Nike January 2011 - April 2011
Peace Corps June 2010 - August 2010
Skills
Social Media, Management, Lead Generation, Leadership, Event Management, Email Marketing, Market Research, CRM, Business Development, Strategic Planning, Team Leadership, Online Marketing, SEO, New Business Development, Data Analysis, Digital Marketing, Photoshop, Project Management, Direct Sales, Time Management, Sales Management
Education
University of Virginia 2011 — 2012
M.S., McIntire School of Commerce- Management and Marketing
University of California, Santa Barbara 2007 — 2011
B.A, Psychology, Minor: Sports Management
First National Bank of Northern California August 2014 - Present
JPMorgan Chase September 2011 - August 2014
Citi January 2003 - September 2011
First Republic Bank December 2002 - January 2004
Citi November 1999 - December 2002
Bank of the West November 1997 - October 1999
Wells Fargo August 1996 - November 1997
Bank of America October 1987 - August 1996
Skills
Banking, Loans, Credit, Retail Banking, Branch Banking, Consumer Lending, Management, Mortgage Lending, Leadership, Commercial Banking, Small Business Lending, Customer Service, Sales, Credit Analysis, Financial Services, Commercial Lending, Relationship Management, Credit Cards, Cross Selling, Branch Management, Deposits, Loan Origination, Lines Of Credit, Credit Risk, Portfolio Management, Financial Analysis, Investments, Risk Management, Mortgage Banking, Finance, Business Development, Cash Management, Refinance, Private Banking, Coaching, Residential Mortgages, Sales Management, Team Building, Home Equity Loans, Financial Institutions
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Economics
Ventura College
Associate of Arts (A.A.), General Studies
JPMorgan Chase November 2010 - Present
JPMorgan Chase July 2009 - November 2010
Wachovia, A Wells Fargo Company May 2007 - July 2009
Wells Fargo Financial July 2002 - May 2007
Skills
Banking, Cash Management, Commercial Banking, Consumer Lending, Credit, Credit Analysis, Finance, Loans, Lines Of Credit, Mortgage Lending, Management, Process Improvement, Portfolio Management, Sales, Retail Banking, Small Business Lending, Commercial Lending, Branch Banking, Treasury Management, Cross Selling, Deposits, Loan Origination
Education
University of California, San Diego 1998 — 2002
BS, Management Science
Dana Holding Corporation July 2015 - Present
JPMorgan Chase December 2013 - June 2015
Suss Consulting, Inc. April 2012 - June 2015
Caslow Consulting February 2012 - June 2015
SAIC August 2012 - October 2013
Office of the Director of National Intelligence September 2007 - February 2012
Office of the Director of National Intelligence September 2007 - September 2008
Office of the Director of National Intelligence September 2006 - September 2007
Institute for Quality Management January 2006 - September 2006
Defense Intelligence Agency May 2005 - January 2006
Skills
Information Assurance, Security, DoD, Information Security, Program Management, Computer Security, Information Security..., Government, Computer Forensics, Policy, Vulnerability Assessment, FISMA, Intelligence, Analysis, Military, CISSP, Physical Security, Performance Management, Security Clearance, Leadership, Defense, Strategic Planning, Risk Management, Intelligence Analysis, Program Evaluation, Customer Service, Project Management, National Security, Governance, Security Audits, Counterintelligence, Integration, Risk Assessment, Systems Engineering, NIST, Security Awareness, Security Policy, Vulnerability Management, HIPAA, PCI Standards, SOX Compliancy, ISO 27001, Customer Relations, Operations, Cyber Security, Insider Threat, Threat Analysis, GLBA, Information Technology, Network Security
Education
University of Central Florida - College of Business Administration 1999 — 2001
MA
National Defense Intelligence College 2002 — 2005
PGIP
University of Central Florida 1996 — 1999
BS/BA
Zurich North America August 2013 - Present
Mobile Minds Tutoring April 2013 - August 2013
JPMorgan Chase May 2012 - August 2013
Sustainable Business Institute May 2011 - January 2012
Ohlone College September 2007 - April 2008
Skills
Microsoft Excel, Microsoft Office, Banking, Social Media Marketing, Environmental Education, Customer Experience, Event Planning, Marketing Strategy, Analysis, E-commerce, Business Development, International Finance, Underwriting, Commercial Insurance
Education
University of California, Santa Cruz 2009 — 2012
Bachelor of Arts (B.A.), Economics and Environmental Studies
BNY Mellon March 2013 - Present
BNY Mellon October 2009 - February 2013
Wells Fargo April 2009 - October 2009
JPMorgan Chase April 2008 - April 2009
Aurora Loan Services September 2006 - March 2008
Universal Lending Group September 2003 - August 2006
Skills
CRM, Loans, Management, Sales, Mortgage Lending, Customer Service, Portfolio Management, Financial Analysis, Microsoft Excel
Education
University of San Francisco 1998 — 2002
University of California, Santa Barbara 1995 — 1997
Greber Tax Advisors December 2014 - Present
Jason Sable Consulting March 2014 - November 2014
JPMorgan Chase July 2011 - February 2014
JPMorgan Chase May 2008 - July 2011
JPMorgan Chase August 2007 - May 2008
Walt Disney World March 2002 - March 2007
Walt Disney World January 2000 - March 2002
Walt Disney World December 2000 - April 2001
Skills
Leadership, Sales, Customer Satisfaction, Banking, Employee Training, Recruiting, Retail, Sales Management, Customer Experience, Strategic Planning, Relationship Management, Loans, Management, Hotels, Financial Services, Finance, Leading Change, Credit, Opening New Retail..., Opening New Hotels, Opening New Banking..., Creating a Performance..., Inspiring High..., Recruiting and Hiring..., Coaching and..., Managing Employee..., Managing Customer..., Forecasting Trends and..., Analyzing Profit and..., Training and Workshop..., Employee Development..., Multi-Location..., Team Building, Written Communication, Performance Enhancement, Productivity Improvement, Collaborative Problem...
Education
Interior Designers Institute 2014 — 2014
Certificate, Interior Design
University of Central Florida 1999 — 2003
BS, Hospitality Management
BMC Software June 2007 - Present
JPMorgan Chase April 2006 - June 2007
Kinder Morgan September 2004 - April 2006
Comerica Bank March 2002 - September 2004
Enron July 2000 - December 2001
Sibson Consulting June 1999 - July 2000
Skills
Credit Risk, Portfolio Management, Treasury, Financial Modeling, Finance, Process Improvement, Risk Management, Business Analysis, Analysis, Management, Credit, Financial Analysis, Valuation
Education
Wake Forest University School of Business 1997 — 1999
MBA, Finance
University of California, Santa Barbara 1991 — 1995
BA, Political Science
The Pink Chalet November 2008 - Present
Digital Risk September 2007 - November 2008
IMPAC Home Lending July 2005 - August 2007
JPMorgan Chase June 2002 - March 2005
Hewitt Associates September 2001 - July 2002
Hallmark Cards June 1997 - September 2001
Skills
Microsoft Office, Facebook, Twitter, Outlook, Pinterest, Email Marketing, Internal Audit, Customer Service, Mortgage Banking, Credit, Mortgage Lending, Loans, Refinance, Sales, Loan Origination, Banking, FHA, Underwriting, Social Media, Facebook Marketing, Social Media Marketing, Marketing, Event Planning, Management, Leadership, Marketing Strategy, Training, Social Networking, Microsoft Excel, Retail, Online Marketing, Account Management, New Business Development, Marketing Communications
Education
University of Central Florida 1999 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
JPMorgan Chase November 2011 - July 2015
GDS International January 2011 - August 2011
Enterprise Rent-A-Car August 2009 - October 2010
Skills
Sales Management, Sales Process, Account Management, Leadership, Project Management, Marketing Strategy, Customer Service, Advertising, Financial Markets, Inside Sales, Customer Relations, Microsoft Office, Microsoft Excel, Face to Face Sales, Business Relationship..., Lead Generation, Sales Operations, Cross Selling, Capital Markets, Outside Sales, Management, Marketing, Sales, Strategic Partnerships, Investment Banking, B2B
Education
University of California, Santa Barbara 2005 — 2009
Bachelors of Arts, Business Economics; Accounting ; Educational Studies, 3.54 GPA
OhioHealth September 2015 - Present
JPMORGAN CHASE July 2005 - March 2015
BANK ONE January 1996 - June 2005
BANK OF AMERICA April 1984 - August 1993
Skills
Contract Negotiation, Budgets, Strategic Planning, Real Estate Development, Negotiation, Due Diligence, Property Management, Project Planning, Asset Management, Real Estate, Loans, Mortgage Lending, Banking, Financial Services, Credit Analysis, Credit, Equities, Fixed Income, Portfolio Management
Education
University of California, San Francisco
Bachelor's degree, Public Administration and Business Minor
Yesware May 2015 - Present
Chase Paymentech April 2014 - May 2015
JPMorgan Chase January 2014 - April 2014
JPMorgan Chase & Co. February 2013 - January 2014
Bloomspot.com (acquired by JPMorgan Chase & Co.) May 2011 - December 2013
KZSC 88.1 FM Radio Station September 2010 - April 2011
3D Visions June 2001 - February 2011
Fund for the Public Interest June 2010 - September 2010
City on a Hill Press newspaper September 2008 - June 2009
Skills
Pipeline Management, Salesforce.com, Sales Operations, Data Analytics, Salesforce Training, Acquisition Integration, Strategy, Business Development, Account Management, Start-ups, Management, Press Releases, Copy Editing, Social Media, Editing, Marketing, Fundraising, Proofreading, Social Media Marketing, Research, Microsoft Excel, Copywriting, Email Marketing, Creative Writing, Social Networking, Interviews, Nonprofits, Facebook, News Writing, Online Journalism, Photoshop, Team Building, Online Marketing, Sales, Proposal Writing, Online Advertising, Adobe Creative Suite, Merchandising, Italian, InDesign
Education
University of California, Santa Cruz 2008 — 2010
Bachelor of Arts, Literature
Emdeon May 2015 - Present
Bank of America October 2012 - April 2015
JPMorgan Chase 2008 - October 2012
Washington Mutual April 2002 - October 2008
WaMu April 2002 - October 2008
Waterstone 2001 - 2001
iXL, inc. 1998 - 2001
Green Room Productions September 1996 - February 1998
Skills
User-centered Design, User Experience, Rapid Prototyping, Customer Experience, Usability Testing, Heuristic Evaluation, Information Architecture, Prototyping, Interaction Design, Accessibility, User Interface Design, Prototype, E-commerce, Digital Strategy, Leadership, SEO, User Interface, Agile Methodologies, Mobile Devices, Vendor Management, Web Design, Mobile Applications, Cross-functional Team..., Scrum, Strategy, Content Strategy, Usability, Interactive Marketing, User Experience Design, Usability Engineering, Product Management, Start-ups, Analytics, SaaS, Team Leadership, User Research, Wireframes, Information Design, Human Computer..., Experience Design, Persona, Creative Direction, Banking, Mobile Design, Web Analytics, HTML, Web Project Management, Content Management, User Scenarios, CMS
Education
University of California, Santa Barbara 1989 — 1992
JPMorgan Chase December 2011 - Present
Comfenalco Valle 2010 - 2011
Skills
Customer Service, Sales, Teamwork, Event Planning, Microsoft Excel, Fundraising, Microsoft Office, PowerPoint, Leadership, Social Media, Banking, Team Leadership
Education
University of Central Florida 2014 — 2016
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Valencia College 2012 — 2014
Associate's degree, Business Marketing Management
John Hardy March 2013 - April 2015
SunTrust Bank December 2012 - March 2013
Wells Fargo April 2012 - December 2012
JPMorgan Chase March 2000 - April 2012
Washington Mutual Bank March 2000 - September 2008
Skills
Sales, Management, Leadership, Customer Service, Training, Merchandising, Retail, Banking, Sales Management, Loans, Microsoft Office, Visual Merchandising, Retail Banking, Customer Support, Visual Styling, Inventory Management, Marketing, Time Management, Human Resources, Customer Acquisition, Customer Engagement, Finance, Team Building, Fashion, Luxury Goods, Event Planning, Trend Analysis, Event Management, Loss Prevention, Cross Selling, Deposits, Consumer Lending, Spanish, Income Statement, English, Employee Training, Sales Operations, CRM, Credit, Store Management, Wholesale, Apparel, Hiring, Fluent English, Fluent Spanish, Retail Banking..., Training & Development, Customer Retention, Marketing Strategy, Executive Management
Education
University of Central Florida 2000 — 2004
Bachelors in Arts, Finance & International Business
Valencia Community College 1997 — 1999
Associate, Arts Finance
JPMorgan Chase June 2015 - Present
JPMorgan Chase January 2014 - June 2015
Education
University of Central Florida 2011 — 2015
Bachelor's Degree, Finance, 3.7 GPA
Floridian Bank May 2015 - Present
Post-Records Publishing / theDIYteam November 2009 - Present
Post-Records February 2004 - Present
Wells Fargo November 2009 - May 2015
4th Fest July 2010 - July 2010
JPMorgan Chase January 2009 - November 2009
I4 Fest July 2006 - July 2009
Washington Mutual March 2004 - December 2008
Washington Mutual October 2002 - March 2004
Check Plus Productionz Corp. January 1999 - December 2003
Skills
Banking, Finance, Management, Commercial Lending, Loans, Business Development, Financial Analysis, Sales, Investments, Customer Service, Team Building, Management Consulting, Sales Management, Negotiation, Small Business, Bookkeeping, CRM, Event Planning, Problem Solving, Tax Analysis, Public Relations, Portfolio Management, Commercial Banking, Strategic Planning, Consumer Lending, Credit, Cash Management, Mortgage Lending, Underwriting, Retail Banking, Small Business Lending, Leadership, Lines Of Credit, Real Estate Lending, SBA, SBA 504, USDA, Construction Loans, Financial Statement..., Strategic Leadership, Organizational..., Coaching & Mentoring, Peer Mentoring, Team Mentoring, Credit Analysis, Loan Origination, Treasury Management, Commercial Mortgages, Risk Management
Education
University of Central Florida 1997 — 2001
Bachelor of Arts (B.A.)
Lemon Bay High School 1993 — 1997
General Studies
Workday January 2015 - Present
JPMorgan Chase January 2014 - January 2015
Qualcomm February 2013 - December 2013
CareFusion July 2012 - February 2013
CareFusion June 2011 - July 2012
Skills
C#, C++, Java, JavaScript, jQuery, Selenium, SoapUI, MySQL, PostgreSQL, ASP.NET MVC, WCF, WPF, MVVM, MVC, OpenNI, OpenCV, Visual Studio, VBScript
Education
University of California, San Diego 2010 — 2012
Bachelor of Science (B.S.), Computer Science, Graduated
Sevident, Inc. July 2015 - September 2015
Anvil Biosciences June 2014 - July 2015
UC Santa Cruz November 2013 - April 2014
Wells Fargo September 2012 - April 2013
Retail Banking Industry 2006 - 2013
JPMorgan Chase July 2010 - September 2012
Guidant June 2002 - September 2002
Skills
Sterile Technique, Cleanroom Procedure, Tissue Culture, Cell Culture, Transfection, Nucleofection, qPCR, Flow Cytometry, ELISA, Agarose Gel..., SDS-PAGE, Western Blotting, Silver Staining, Coomassie Stain, RNA Isolation, Plasmid Isolation, cDNA, Research, Ethanol precipitation..., Customer Service, Life Sciences, R&D, Experimental Design, RT-PCR, Gel Electrophoresis, FlowJo, Tecan Plate Reader, iControl, Quartzy, Microsoft Office
Education
University of California, Santa Cruz 2002 — 2014
Bachelor's Degree, Biochemistry and Molecular Biology
The Cooper Union for the Advancement of Science and Art July 2015 - Present
Whitney Museum of American Art September 2014 - May 2015
San Diego Museum of Man June 2014 - August 2014
Institute for the Study of the Ancient World February 2014 - June 2014
American Federation of Arts September 2013 - February 2014
JPMorgan Chase August 2011 - September 2013
Haskins & Associates, APC July 2010 - August 2011
UC Santa Barbara January 2010 - June 2010
Museum of Contemporary Art Santa Barbara February 2009 - March 2010
Skills
Event Planning, Procedure Development, Social Media Marketing, Digital Archiving, Gap Analysis, Procedure Review, Design Research, Training Delivery, Metrics, Research, Public Relations, Training, Museums, Nonprofits, Team Building, Art, Art Exhibitions, Editing, Fundraising, Grant Writing, Management, Museum Collections, Photoshop, Public Speaking, Social Media
Education
New York University 2013 — 2015
Master of Arts (M.A.), Museum Studies, Graduate Student
University of California, Santa Barbara 2008 — 2010
Bachelor of Arts (BA), Art History, Criticism and Conservation, A-
Sweetwater High School 2003 — 2006
Orange County's Credit Union February 2013 - Present
Schaerer USA Corporation July 2012 - February 2013
JPMorgan Chase May 2009 - May 2012
Skills
Retail Banking, Customer Service, Training, Financial Literacy, Finance, Community Outreach, PowerPoint, Microsoft Excel, Teamwork, English, Outlook, Research, Blogging, Microsoft Office, Microsoft Word, Windows, Public Speaking, Banking, Credit
Education
University of South Florida 2003 — 2007
Bachelor of Arts (B.A.), English Language and Literature, General
University of Cambridge 2006 — 2006
Study Abroad - Summer Session, English Literature
LinkedIn December 2014 - Present
PwC September 2012 - December 2014
JPMorgan Chase September 2005 - September 2010
Skills
Microsoft Excel, Microsoft Word, Aura, Auditing, Lotus Notes, Financial Reporting, Accounting, General Ledger, Accounts Receivable, Spreadsheets, Financial Accounting, ATMs, Banking, Customer Service, Account Reconciliation, Training
Education
University of California, Santa Barbara 2010 — 2012
Bachelor of Arts (B.A.), Economics & Accounting
Liberty Buick GMC October 2013 - June 2014
Everhome Mortgage February 2009 - October 2009
JPMorgan Chase December 2007 - February 2009
Bank of America September 2005 - October 2007
Skills
Coaching, Public Speaking, Group Facilitator, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork, Windows, Domestic Violence..., Sales, Personal Development, Performing Arts, Training, Leadership, Management, Team Building
Education
University of Central Florida 2011 — 2013
Bachelor of Arts (B.A.), Women's Studies
Florida State College at Jacksonville 2007 — 2010
Associate of Arts (A.A.)
Univeristy of North Carolina at Wilmington 1997 — 1999
Citi August 2014 - Present
Bank of America January 2014 - August 2014
JPMorgan Chase July 2008 - January 2014
Washington Mutual Home Loans January 2003 - May 2008
Skills
Loan Origination, FHA financing, Jumbo Mortgage, Purchase Financing, New Home Purchase, Refinance, Home Equity Loans, Home Equity Lines of..., First Time Home Buyers, Customer Satisfaction, Investment Properties, Multi-unit, Residential Mortgages, VA loans, Mortgage Banking
Education
University of California, Santa Barbara
Engineering
JPMorgan Chase June 2013 - Present
JPMorgan Chase August 2011 - June 2013
Wells Fargo Bank February 2003 - October 2007
Wells Fargo Bank October 2002 - February 2003
Wells Fargo Bank January 2002 - October 2002
Wells Fargo Bank July 2000 - January 2002
Skills
Business Performance..., Sales Trending Analysis, Classroom Facilitation..., Virtual Classroom..., Strong Interpersonal..., Excellent Verbal and..., Dispute Resolution, Time Management, Climate Change..., Adult Learning..., Presentation Coaching, Workshop Facilitation
Education
University of California, Santa Cruz
Dun & Bradstreet July 2010 - Present
B Braun January 2009 - July 2010
Waxie Sanitary Supply July 2006 - December 2009
BrycoFunding March 2005 - June 2006
JPMorgan Chase November 2003 - March 2005
Strada Financial June 2002 - October 2003
Skills
Sales, New Business Development, Lead Generation, SaaS, Sales Operations, Sales Process, CRM, Selling, Business Development, Cold Calling, Management, Marketing Strategy, Account Management, Marketing, Customer Service, Business Planning
Education
University of California, Santa Barbara 1998 — 2002
Bachelor of Arts (B.A.), Political Science; an Emphasis in International Relations, 2002
Delta Crtique October 2011 - Present
Hoyman Dobson and Company September 2011 - October 2011
JPMorgan Chase May 2009 - September 2011
Account Temps September 2008 - May 2009
Sterling Casino Lines Corporate Office February 2007 - August 2008
Skills
Financial Analysis, Financial Markets, Corporate Finance, Strategic Financial..., Account Reconciliation, Financial Reporting, Financial Accounting, Accounting
Education
University of Central Florida 2007 — 2012
Bachelor of Science; BSBA, Business Administration; Finance and Accounting
University of Central Florida - College of Business Administration 2007 — 2011
Bachelors of Science in Business Administration, Accounting and Finance
Berkshire Hathaway Homestate Companies May 2014 - Present
JPMorgan Chase July 2011 - April 2014
State Farm Agencies June 2004 - April 2011
Castaldo Construction July 2007 - November 2010
Skills
Notary Public, Policy, Management, Real Estate, Property & Casualty..., Outlook, Training, Legal Assistance, Courts, Research, Legal Writing, Legal Research, Westlaw, Lexis, Litigation, Analysis, Customer Service, Microsoft Excel, Insurance, Microsoft Office, Team Building, Financial Services
Education
University of California, San Diego 2011 — 2011
Certificate, ABA-Approved Paralegal Certificate Program
University of Southern California
Bachelor of Arts, Social Sciences & Communications
FDIC 2011 - Present
Bank of America 2010 - Present
JPMorgan Chase 2009 - Present
Citi 2008 - Present
OneWest Bank 2007 - Present
Los Angeles REO Brokers March 2006 - Present
Wells Fargo 2006 - Present
Countrywide Financial 2000 - 2005
Capita Technologies November 1998 - January 2001
Hitech 1996 - 1997
Skills
Real Estate, REO, Property, Selling, Luxury
Education
University of California, Santa Barbara
Opes Advisors April 2015 - Present
PNC Mortgage December 2013 - April 2015
Wells Fargo Private Mortgage Bank April 2010 - December 2013
JPMorgan CHASE February 1994 - April 2010
JP Morgan Chase February 1994 - January 2010
Ventura County National Bank 1989 - 1992
Skills
Refinance, Mortgage Lending, Mortgage, Mortgage Banking, Credit, Loans, Sales, Strategic Financial..., FHA, Loan Origination, Investments, Sellers, Underwriting, Commercial Lending, Residential Mortgages, Credit Analysis, VA loans, USDA, FHA financing, Construction Loans, Investment Properties, Government Loans, Real Estate Financing, Real Estate Economics, Commercial Mortgages, Reverse Mortgages, Mortgage Underwriting, Real Estate
Education
University of California, Santa Barbara 1977 — 1982
BA, General Biology/Cell Physiology
Palos Verdes High School 1975 — 1977
Rancho Leonero Resort January 2012 - Present
The Active Network May 2011 - January 2012
JPMorgan Chase May 2003 - December 2009
Skills
Management, Account Management, Lead Generation, Complex Sales, Sales Process, Cloud Computing, Strategic Partnerships, Direct Sales, Microsoft Office, Dreamweaver, Social Media Marketing, Photoshop, B2B, Marketing Strategy, Salesforce.com, Web Development, Customer Service, Operations Management, Online Advertising, Photography, Training, Corporate Events, Social Media, Sales, Sales Operations, Marketing
Education
University of California, Santa Cruz 2000 — 2002
BA, Economics and Sociology
JPMorgan Chase & Co. April 2015 - Present
JPMorgan Chase January 2014 - March 2015
JPMorgan Chase November 2008 - December 2013
JPMorgan Chase August 2006 - November 2008
Citi October 2005 - August 2006
MedImpact June 2005 - February 2006
JPMorgan Chase November 2004 - June 2005
JPMorgan Chase September 2003 - October 2004
JPMorgan Chase March 2000 - August 2003
Skills
Loans, Financial Services, Credit Analysis, Sales, Negotiation, Management, Organization, Multi Tasking, Problem Solving, Time Management, Team Building, Leadership, Credit, Microsoft Excel, PowerPoint, Business Development, Customer Satisfaction, Analysis, Finance, Portfolio Management, Risk Management, Credit Risk, Banking
Education
UCSD
Bachelor’s Degree, Art History, Criticism and Conservation
UCSD
Bachelor’s Degree, Strategic Management & Marketing classes
Platte Institute of Graphic Design
Certificate, Graphic Design
JPMorgan Chase 2011 - Present
Integrity Square 2010 - 2011
Organic Growth Partners 2009 - 2011
Blue Mountain Capital Group, LLC 2004 - 2011
Millennium Partners Sports Club Management LLC 2006 - 2008
Millennium Partners 2005 - 2008
Ameriquest Capital Group 2002 - 2003
Mercer Management Consulting (formerly Strategic Planning Associates, now Oliver Wyman) 1987 - 2001
BT 1983 - 1987
Skills
Tech-Driven..., OCR (Optical Character..., Reference Data..., Strategy, Mergers & Acquisitions, Due Diligence, Private Equity, Management Consulting, Business Strategy, Banking, Risk Management, Financial Services, Acquisition Integration, Process Improvement, Capital Markets, Restructuring, Entrepreneurship, LBO, Management, Executive Management, Mortgage Banking, Mortgage Lending, Buyouts, Financial Institutions, Retail Banking, Mortgage Servicing, Principal Investing, Private Equity/Venture..., Branch Banking, Consumer Finance, Profit Improvement, Profitability..., Cost Reduction, Strategy Development, Sports Clubs
Education
University of Cambridge 1984 — 1987
MA
Dulwich College 1977 — 1983
JPMorgan Chase & Co. October 2014 - Present
JPMorgan Chase April 2013 - October 2014
Wells Fargo January 2010 - April 2013
Wells Fargo October 2007 - January 2010
The Clorox Company May 2005 - October 2007
Skills
Finance, Financial Analysis, Commercial Banking, Treasury Management, Banking, Credit, Financial Reporting, Business Strategy
Education
University of California, Santa Barbara
Business Economics, Accounting
J.P. Morgan April 2015 - Present
JPMorgan Chase November 2011 - March 2015
JP Morgan Chase December 2009 - October 2011
Marriott Vacation Club International January 2007 - October 2009
University of Central Florida January 2001 - June 2009
Starwood Vacation Ownership 2005 - 2007
Walt Disney World 2003 - 2005
Skills
Forecasting, Strategic Planning, Financial Analysis, Operations Management, Process Improvement, Business Process..., Consumer Behaviour, Hospitality Management, Team Leadership, Project Management, Budgets, Analytics, Team Building, Statistics, Industrial Engineering, Microsoft Office, Timeshare, Business Process Design, Survey Design, Consumer Insight, Net Promoter Score, Business Development, Analysis, CRM, Business Analysis, Hospitality, Segmentation, Business Strategy, Portfolio Management, Relationship Management, Market Analysis, Customer Acquisition, Banking, Data Analysis, Risk Management, Financial Modeling, Competitive Analysis, Market Research, New Business Development, SAS programming, Financial Services
Education
University of Central Florida
Doctor of Philosophy (Ph.D.), Industrial Engineering
University of Central Florida
Master's Degree, Hospitality Management
University of Central Florida
Master's Degree, Industrial Engineering
University of Central Florida
Bachelor's Degree, Industrial Engineering
Lyman High School
Texas Capital Bank July 2010 - Present
The Stonehill Group, Inc September 2009 - August 2010
Freddie Mac November 2008 - August 2009
JpMorgan Chase July 2007 - November 2008
Pinnacle Financial 2005 - 2007
Ocwen July 2004 - October 2005
Ivanhoe Financial February 2002 - July 2004
Park Avenue Group 1999 - 2001
Skills
Underwriting, Credit Risk, Compliance, Risk Management, Operational Risk, Counterparty Risk, Mortgage Quality Control, Mortgage Fraud..., Mortgage Lending, Fraud, Risk Analysis, Enterprise Risk..., Residential Mortgages, Credit, Loss Mitigation
Education
University of Central Florida 1995 — 1999
B.A., History
The Pasha Group February 2011 - Present
Pasha Group May 2009 - February 2011
JPMorgan Chase October 2008 - March 2009
Washington Mutual Card Services November 2004 - March 2009
Digital Think (purchased by Convergys 2004) March 2001 - July 2004
C&L Financial January 2000 - January 2001
Skills
Accounts Payable, Microsoft Excel, Vendor Management, Research, Excel
Education
UC Santa Barbara 1967 — 1968
NONE, not determined
JPMorgan Chase 1999 - 2006
Skills
Business Analysis, SDLC, Vendor Management, Disaster Recovery
Education
University of California, Santa Cruz 1986 — 1990
JPMorgan Chase 2012 - Present
KPMG 2009 - March 2012
KPMG June 2008 - August 2008
KPMG June 2007 - August 2007
Skills
Transfer Pricing..., Economics, Valuation, Financial Modeling, Financial Analysis, Econometrics, Transfer Pricing
Education
University of California, Santa Cruz 2007 — 2009
Masters, Applied Economics and Finance
University of California, Santa Cruz 2004 — 2008
BA, Economics
L. T. D. January 2009 - Present
Bank of America May 2003 - January 2009
JPMorgan Chase March 2000 - May 2003
Bank of America March 1999 - March 2000
ABN AMRO Bank N.V. February 1998 - February 1999
Deutsche Bank July 1995 - February 1998
Manulife Financial October 1990 - July 1995
Security Pacific Bank October 1988 - October 1990
Bank of Montreal 1981 - 1988
Bank of Montreal 1981 - 1982
Skills
Alternative Investments, Fundraising, Forecasting, Accounting, Business Analysis, Strategic Planning, Public Speaking, Financial Reporting, Research, Due Diligence, Strategic Communications, Trading, Treasury, Project Management, Credit, Nonprofits, FX Options, Analysis
Education
University of Central Florida 1976 — 1980
BScBA, Finance
JPMorgan Chase February 2013 - Present
JPMorgan Chase February 2011 - February 2013
JPMorgan Chase February 2001 - February 2011
Skills
VMware, Citrix, Disaster Recovery, Vendor Management, SDLC, VDI, Business Analysis, Management, VoIP, Project Delivery, Call Centers, Capacity Planning, Change Control, NICE Call Recording, Avaya IP Telephony, Capacity Management, Capacity Utilization, Project Coordination, Cisco VoIP
Education
University of California, Santa Barbara 1980 — 1985
JPMorgan Chase & Co. December 2014 - Present
JPMorgan Chase 2010 - Present
JSW Enterprises, Inc. 1998 - January 2011
Bankers Trust 1995 - 1998
Bank of America, Corporate Trust 1991 - 1994
Skills
Financial Analysis, Banking, Capital Markets, Portfolio Management, Management, Strategic Planning, Sales, Finance, Leadership, Marketing, Risk Management, Loans, Analytics, Marketing Strategy
Education
University of California, Santa Barbara 1985 — 1989
Bachelor of Arts (BA), Mathematics and Economics
First Electric Cooperative Corporation December 2012 - Present
Lovett & Company, LTD. July 2012 - December 2012
JPMorgan Chase July 2008 - May 2012
Bear Stearns September 2000 - June 2008
Skills
Corporate Finance, Financial Reporting, Accounting, Process Improvement, CPA, Business Analysis
Education
Memphis State University 1992 — 1994
MBA, Accounting
University of Central Arkansas 1987 — 1991
Bachelor of Business Administration (BBA), Accounting
Evercore ISI January 2014 - Present
Morgan & Stanley Inc. & Co. March 2005 - February 2012
JPMorgan Chase 2003 - 2005
Banc of America Securities 2000 - 2003
Skills
Series 24, Series 7, Series 4, Series 9 and 10, Series 63, Writing Policies and..., Writing compliance..., Creating and Developing..., FINRA adn SEC Rule..., Risk Management
Education
University of California, San Diego 1993 — 1996
B.A., Communication, Minor in European History
JPMorgan Chase November 2013 - Present
JPMorgan Chase, formerly Washington Mutual 2009 - November 2013
Washington Mutual 2007 - 2009
Education
University of California, San Diego 1987 — 1992
BA, Poli Sci and Econ
JPMorgan Chase April 2008 - Present
WaMu/JPMorgan Chase 2008 - Present
WaMu April 2005 - September 2006
Bank of America April 1998 - February 1999
Bank of America February 1997 - April 1998
Bank of America 1994 - 1997
Education
University of California, Santa Barbara 1985 — 1990
BS, Biopsychology
GE Capital May 2012 - Present
TJ Maxx August 2011 - April 2012
JPMorgan Chase May 2007 - June 2011
BDS Marketing February 2005 - May 2007
Skills
Sales Presentations, Public Speaking, Marketing Research, Territory Analysis, B2C marketing, Training & Development, Budget Management, Client Relationship..., Staff Management, Analysis, Budgets, CRM, Retail, Employee Training, Salesforce.com, Customer Service, Sales, Sales Management, Sales Operations, Strategy
Education
USC 2002 — 2004
Masters, Communication Management
UC Santa Barbara 1997 — 2001
BA, Communication
JPMorgan Chase May 2013 - Present
JPMorgan Chase June 2012 - May 2013
Wells Fargo March 2010 - June 2012
Wells Fargo February 2009 - March 2010
Ernst & Young September 2007 - December 2008
Ernst & Young 2007 - 2008
Skills
GAAP, Financial Analysis, Financial Reporting, Accounting, Internal Controls, Auditing, Microsoft Office 2007, Windows, Internet Explorer, Microsoft Excel, Lotus Notes
Education
University of California, Santa Cruz 2003 — 2007
BS, Business Management Economics with emphasis on Accounting
JPMorgan Chase June 2009 - Present
General Electric September 2005 - February 2009
Celtic Leasing Corp. January 2000 - September 2005
Celtic Leasing Corp. January 1994 - January 2000
Skills
Asset Based Lending
Education
University of California, Santa Barbara 1984 — 1987
Bachelor of Science (B.S.), Economics
Oracle July 2015 - Present
Oracle March 2014 - Present
JPMorgan Chase May 2008 - March 2014
Bank of America March 2007 - April 2008
AMC October 2006 - March 2007
AMC October 2004 - October 2006
Skills
Marketing Strategy, Relationship Management, Sales Management, Solution Selling, Problem Solving, Salesforce.com, Enterprise Software, Oracle, Technology, Real Estate Economics, Financial Analysis, Banking, Commercial Mortgages, Referrals, Finance, Small Business Lending, Real Estate Financing, Mortgage Servicing, Commercial Lending, Credit, Investments, Credit Analysis, Real Estate, Loss Mitigation, Underwriting, sales, Negotiation, Sales, Management, Leadership, Customer Service, Sales Operations, Strategic Planning, Marketing
Education
University of California, Santa Cruz 2000 — 2004
Bachelor's degree, Business Management and Economics
JPMorgan Chase May 2013 - Present
Wells Fargo Bank N.A. April 2009 - May 2013
Wells Fargo Bank June 2007 - April 2009
Skills
Banking, Credit, Small Business Lending, Mortgage Lending, Commercial Lending, Commercial Banking, Consumer Lending, Retail Banking, Credit Analysis, Lines Of Credit, Portfolio Management, Loan Origination, Mortgage Banking, Relationship Management, Cross Selling, Wealth Management, Investments, Financial Analysis, Credit Risk, Commercial Mortgages, Asset Based Lending, SBA, Treasury Management, Residential Mortgages, Cash Management, Credit Cards, Deposits, Financial Risk, Merchant Services, Internet Banking, Operational Risk, AML, Cash Flow Lending, Core Banking, Commercial Finance, Risk Management, Corporate Finance, Operational Risk...
Education
UCSB
Bachelor of Science (BS)
TopBuild September 2015 - Present
Verizon March 2015 - September 2015
Verizon July 2013 - March 2015
Starwood Hotels & Resorts Worldwide, Inc. July 2012 - July 2013
Concord Management June 2011 - July 2012
Pinnacle Property Management Services June 2009 - June 2011
JPMorgan Chase January 2001 - June 2009
Skills
Account Reconciliation, General Ledger, Financial Reporting, Accounting, Variance Analysis, Financial Analysis, Financial Statements, Consolidation, Cash Flow, Journal Entries, Auditing, Bank Reconciliation, Budgets, Cash Management, Internal Audit, Analysis, US GAAP, Invoicing, QuickBooks, Tax Preparation, Cash Flow Forecasting, Accounts Payable, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, Accruals, Management, GAAP, Accounts Receivable, Fixed Assets, Forecasting, Tax, Financial Modeling, Due Diligence, Access, Investments, SAP, Cost Accounting, Budget Process, Balance, Microsoft Excel, Microsoft Office, Finance
Education
University of Central Florida - College of Business Administration
Bachelor of Science in Business Admnistration (B.S.B.A.), Accounting
University of Central Florida
Master of Business Administration (M.B.A.), Accounting
Deltona High
Keiser University June 2011 - Present
Douglas Technology, LLC October 2010 - June 2011
JPMorgan Chase October 2008 - September 2009
Fletes BOX, C.A. November 1998 - June 2006
D3 Corporation, C.A. Venezuela September 1995 - September 1998
Education
Webster University 2012 — 2014
Master of Business Administration (MBA), Finance, General, 3.88 of 4.0
Webster University 2009 — 2010
Master's degree, Information Technology Management, 3.97 of 4.0
Webster University 2006 — 2008
Bachelor's degree, Management Science, 3.08 of 4.0
University of Central Florida 2004 — 2005
Certificate, ESOL
Universidad Central de Venezuela 1993 — 1999
BS, Degree Program: Major Anthropology / Minor Social Anthropology
JPMorgan Chase August 2012 - Present
Crosson Dannis Inc. April 2010 - July 2012
AEGON USA REALTY January 2000 - August 2009
Santa Barbara Bank & Trust January 1994 - January 2000
BANK OF AMERICA January 1992 - January 1994
RAYMOND CROW & ASSOCIATES January 1989 - January 1992
EDWARD SCHULZ & COMPANY January 1983 - January 1989
Skills
Market Analysis, Risk Analysis, Regulatory Requirements, Appraisals, Valuation, CMBS, Management, Company Acquisitions, Equity Valuation
Education
University of California, Santa Barbara
BA, Economics
Madiba, Inc. 1998 - Present
Telogis 2013 - 2014
Actavis 2013 - 2014
Mitsubishi Power Systems Americas 2011 - 2012
DB Schenker 2009 - 2011
JPMorgan Chase 2004 - 2008
Warnaco 2004 - 2006
Fluor 1998 - 2002
The Walt Disney Company 1998 - May 1999
Cristal 1997 - 1998
Education
University of Cape Town 1992 — 1992
B.Com Honours (IS), Information Systems
University of Cape Town 1989 — 1991
B.Com, Information Systems, Commerce, Finance & Auditing
Christian Brothers College (CBC) 1982 — 1988
A Level, English, Biology, Geography, French, Physics, Chemistry, Mathematics
JPMorgan Chase December 2012 - Present
JP Morgan Chase January 2011 - November 2012
JP Morgan August 2009 - February 2011
Skills
Structured Products, Fixed Income, Mutual Funds, Hedge Funds, Equity Derivatives, Client Relationship..., Problem Solving, Internal Communications, 529 Plans, UCITS, SMA
Education
University of Cape Town
JPMorgan Chase June 2011 - Present
East West Bank January 2010 - June 2011
Key Pix Productions October 2008 - June 2009
Michaels Goldwyn Production March 2008 - July 2008
The Robert Evans Company March 2008 - May 2008
UC San Diego TV Station June 2005 - June 2007
NBC/KNSD SAN DIEGO September 2006 - December 2006
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Financial Modeling, Finance, Mandarin, Data Analysis, Outlook, Microsoft Word, Customer Service, Accounting
Education
University of California, San Diego 2003 — 2007
Bachelor of Arts (BA), Visual Arts, Management Science
Independent Community Bankers of America April 2010 - Present
JPMorgan Chase April 2002 - January 2010
U.S. Treasury 1995 - 2000
Education
University of California, Santa Barbara 1983 — 1987
Deutsche Bank February 2014 - Present
Deutsche Bank April 2012 - January 2014
UBS August 2011 - March 2012
Barclays Capital August 2008 - August 2010
JPMorgan Chase November 2003 - July 2008
Lehman Brothers October 2000 - September 2003
Vosper Thornycroft Marine Products 1997 - 2000
Education
University of Canterbury 1992 — 1995
B Eng, Mechanical Engineering
JPMorgan Chase July 2012 - Present
Bank of America March 2005 - June 2012
Moody's Investors Service 1999 - 2005
Coro New York Leadership Center 1999 - 2000
Education
University of California, Santa Barbara 1992 — 1996
BA, Religion, Spanish
Universal Orlando Resort September 2015 - Present
Professional Aquatic Services May 2014 - Present
JPMorgan Chase May 2010 - May 2014
Jackson Lewis LLP September 2008 - May 2010
Skills
Financial Services, Microsoft Office, Loans, Banking, Small Business Lending, Consumer Lending, Commercial Lending, Retail Banking, Commercial Banking, Credit, Loan Origination, Investments, Series 6, Mutual Funds, Lines Of Credit, Cross Selling, Relationship Management, SBA, Home Equity Loans, Wealth Management, Mortgage Lending, Cash Management, Financial Advisory, Microsoft Excel, Finance, Management, Team Building, Marketing, Sales, MS Excel Pivot Tables, Vlookup
Education
University of Central Florida 2013 — 2016
BSBA, Accounting, 3.5
Seminole Community College 2007 — 2013
Associate of Arts (A.A.), Finance, General, 3.5
SolarCity February 2015 - Present
SolarCity January 2015 - February 2015
SolarCity September 2013 - January 2015
SolarCity April 2013 - September 2013
SolarCity December 2012 - April 2013
United Ambulance July 2012 - December 2012
JPMorgan Chase November 2011 - May 2012
Best Buy November 2011 - December 2011
UCSB Police Department April 2009 - September 2011
American Airlines June 2010 - September 2010
Skills
Microsoft Office, Customer Service, First Aid, Cpr Certified, Microsoft SQL Server, Data Analysis, Data Management, Solar Energy, Python, Microsoft Excel, Sales, CRM, MS Excel Pivot Tables
Education
University of California, Santa Barbara 2008 — 2011
BA, Cultural Anthropology
Dos Pueblos High School 2007 — 2008
High School Diploma
JPMorgan Chase May 2013 - Present
JPMorgan Chase & Co. May 2004 - April 2013
Skills
Customer Service, Banking, Management, Microsoft Office, Risk Management, Project Management, Leadership, Financial Analysis, Business Analysis, Sales, Retail Banking
Education
University of California, Santa Cruz 1992 — 1996
Bachelor of Arts (B.A.), Foreign Language - Japanese emphasis
Bank of America February 2015 - Present
BankFinancial January 2013 - Present
City Blue Apparel Inc. January 2012 - December 2012
JPMorgan Chase June 2009 - August 2011
JPMorgan Chase June 2008 - September 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Budgets, Strategic Planning, Negotiation, Editing, Financial Analysis, Financial Modeling, Credit Analysis, Lines Of Credit, Credit Risk, Buyers, Fashion, Fashion Buying, Fashion Photography, Pivot Tables, V Lookups, Market Analysis, Textile Industry, Prospect, Financial Projection, Credit, Portfolio Management
Education
UC Santa Barbara 2005 — 2009
Bachelor of Arts (B.A.), Global Studies, Art History, 3.8
University of Central Florida July 2010 - July 2015
CentricTV (BET and VH1 Network) April 2011 - July 2013
Kaplan University March 2010 - July 2010
JPMorgan Chase January 2009 - February 2010
Capital One Auto Finance May 2007 - December 2008
Black Student Union 2006 - 2007
Skills
Creative Writing, Social Media, Internal Communications, Loan Servicing, Financial Aid, Banking, Editing, Financial Planning, Corporate Communications
Education
University of Central Florida 2012 — 2016
Master of Public Administration (M.P.A.), Public Administration, 4.0
University of Central Florida 2012 — 2015
Graduate Certificate, Emergency Management and Homeland Security, 4.0 GPA
University of South Florida 2005 — 2009
B.A., Communications, English
Silicon Valley Bank August 2013 - Present
Silicon Valley Bank March 2013 - July 2013
Silicon Valley Bank June 2008 - February 2013
Silicon Valley Bank October 2007 - May 2008
JPMorgan Chase May 2004 - January 2007
American Transit Supply June 1998 - July 2003
Skills
Accounting, Finance, Underwriting, Financial Analysis, Banking, Investments, Financial Modeling, Credit, Wine
Education
University of California, Santa Cruz 2003 — 2007
B.A., Business Management Economics, Accounting
Bishop O'Down High School 1999 — 2003
Oxnard Union High School District September 2015 - Present
Heritage Oaks Bank June 2015 - Present
JPMorgan Chase October 1983 - May 2015
Washington Mutual Bank October 2000 - October 2010
Santa Barbara School Districts August 2006 - June 2009
Rio School District August 2000 - June 2006
Home Savings of America March 1983 - October 2000
Skills
Banking, Loans, Commercial Banking, Credit, Retail Banking
Education
Antioch University, UC Santa Barbara, CSU Northridge, Santa Barbara City College
M.A. Education / Education Specialist Credential / Multiple Subject Teaching Credential with, Spanish Auth./ B.A. Latin America & Iberian Studies / A.A. Span. & Liberal Arts
Antioch University-Santa Barbara
Master of Arts (M.A.), Education
California State University-Northridge
Multiple Subject Teaching Credential, Education
Santa Barbara City College
Associate of Arts (A.A.), Spanish & Liberal Studies
University of California, Santa Barbara
Bachelor of Arts (B.A.), Latin American & Iberian Studies
JPMorgan Chase January 2008 - Present
Washington Mutual July 2005 - December 2007
UPS December 2000 - July 2005
Skills
Leadership Trainer, Professional Development, Recruiting, Recruitment Training, Course Management, Applicant Tracking, Human Resources, Taleo, Performance Management, Screening Resumes, Tailored Training..., Interviewing..., Onboarding, College Recruiting, Staff Development, Applicant Tracking..., Internet Recruiting, Talent Acquisition, Benefits Negotiation, Leadership Training, Employee Relations, Training, Staffing Services, Training Delivery, Management, Leadership, Team Building, Banking, Customer Service
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Communication and English
University of Phoenix-Southern California Campus
Master of Business Administration (MBA)
JPMorgan Chase December 2010 - Present
Capital One September 2007 - December 2010
Skills
My job allows me to...
Education
Cambridge University 1989 — 1992
International Bussines and english for business
South Thames Collegue - London UK 1988 — 1992
International Business/Trade/Commerce
INUNIVERSITAS - Bogota Colombia 1983 — 1987
Expert in International business and Trade, Import and Export
JPMorgan Chase January 2013 - November 2013
JPMorgan Chase August 2008 - January 2013
Chase 2005 - 2008
McCarthy-Holthus, LLP January 2004 - January 2005
SCME Mortgage Bankers 2003 - 2003
Guild Adminstration August 1997 - June 2000
Guild Mortgage Company August 1995 - June 2000
Skills
Loans, Credit, Finance, Financial Analysis, Relationship Management, REO, Strategic Financial..., Project Management, Credit Analysis, Investments, Process Improvement, Access, Outlook, Financial Planners, Customer Service, Schedules, Budgets, Deliverables, Risk Management, Microsoft Office, Microsoft Excel, Microsoft Word, Brand Development, Art Direction, Brand Management, Financial Risk, Key Performance..., PowerPoint, Portfolio Management, Asset Management, Mortgage Lending, Asset, Loss Mitigation, Mortgage Servicing, Loan Origination, Mortgage Banking, Default, Consumer Lending, Loan Servicing, Home Equity Lines of..., Mortgage Underwriting, Credit Risk, Commercial Mortgages, Residential Mortgages, Asset Based Lending
Education
University of California, San Diego 2014 — 2015
Project Management
Cuyamca-Grosmont College 2014 — 2014
Sustainable Supply Chain Management
University of Phoenix 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
La Jolla Acadmey of Advertising Art 1990 — 1991
Art Direction, Digital Arts, Graphic Design, Creative Direction, Marketing and Public Relations
JPMorgan Chase September 2011 - Present
Prommis Solutions, LLC August 2009 - September 2011
Skills
Mortgage Lending, Mortgage Banking, Financial Services, Risk Management, Mortgage Servicing, Process Improvement, Vendor Management, Data Analysis, Management, Analysis
Education
University of California, San Diego 2004 — 2009
Bachelor’s Degree, Human Biology; Minor Political Science
Roland Inc. September 2012 - Present
JPMorgan Chase March 2012 - September 2012
One Twenty Acupuncture Clinic April 2010 - March 2011
Joy Chiropratic July 2009 - March 2010
Skills
Microsoft Office, PowerPoint, Outlook, Customer Service, Microsoft Excel, Receptionist Duties, Time Management, Sales, Teamwork, Public Speaking, Data Entry
Education
University of California, San Diego 2005 — 2009
Bachelor's degree, Human Biology, 3.4
JPMorgan Chase 2009 - 2013
Trilogy Financial Services 2008 - 2009
Skills
Computer Proficiency, Financial Services, Wealth Management, Investment Advisory, Client Rapport
Education
University of California, Santa Barbara 2004 — 2008
Bachelor of Science (BS), Sociology