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
JPMorgan Chase December 2005 - Present
Skills
Technical Documentation, Technical Writing, Content Management, Web Design, Web Content Management, Project Management, Web Content Creation, Internal Communications, SharePoint, Vignette CMS, Photoshop, HTML, Confirmit, Editing, Proofreading, Credit Cards, Web Content, SnagIt, Manuals, Content Development, FrameMaker
Education
University of Houston, C.T. Bauer College of Business 1997 — 2001
Bachelor of Business Administration (B.B.A.), Operations Management
Microsoft July 2014 - Present
University of Houston August 2013 - May 2014
Association of Game and Application Design August 2013 - May 2014
JPMorgan Chase June 2013 - August 2013
MD Anderson Cancer Center August 2011 - June 2013
Skills
Computer Science, Java, C++, C#, JavaScript, MySQL, Game Development, Web Development, Python, Object Oriented Design, HTML, C, Programming, SQL, Visual Studio, Software Design, CSS, PHP, Databases
Education
University of Houston 2010 — 2014
Bachelor's Degree, Computer Science - Software Design, Mathematics
InstaEDU 2014 - Present
University of Houston August 2014 - May 2015
KPMG US February 2014 - July 2014
JPMorgan Chase November 2008 - August 2013
Skills
Accounting, Customer Service, Banking, Financial Reporting, Microsoft Office, US GAAP, Sarbanes-Oxley Act, Customer Experience, Teamwork, Cultural Diversity, Time Management, Microsoft Excel, Financial Statement..., Microsoft Dynamics, IFRS, Meticulous, Global Orientation, Microsoft Outlook, PowerPoint, Access, Financial Accounting, Microsoft Word
Education
University of Houston, C.T. Bauer College of Business
Master of Science in Accountancy (MSACCY), Taxation
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration (BBA), Accounting
BNY Mellon October 2008 - Present
The Bank of New York Mellon June 2007 - October 2008
JPMorgan Chase December 2005 - June 2007
Skills
Portfolio Management, Bloomberg, Banking, Financial Analysis, Investments, Asset Management, Fixed Income, Securities, Financial Services, Financial Modeling, Equities, Microsoft Office
Education
University of Houston 1999 — 2003
Bachelor of Business Administration (B.B.A.), Marketing
BBVA October 2009 - Present
JPMorgan Chase August 2005 - August 2008
Skills
Banking, Credit, Loans, Portfolio Management, Retail Banking, Loan Origination, Finance, Financial Services
Education
University of Houston-Clear Lake 2002 — 2004
Bachelor of Science in Finance, Bachelor of Science
GE November 2013 - Present
GE December 2012 - November 2013
Woodforest National Bank November 2006 - December 2012
JPMorgan Chase September 2005 - April 2006
Sears Products and Repair November 2002 - August 2005
Hilcorp July 2001 - May 2005
Skills
Financial Analysis, Commercial Sales, Finance, Retail Banking, Internal Audit, Cash Management, Proposal Support, Contract Management, Invoicing, Volunteering, Spare Parts, Oracle Applications, SAP, MS-DOS, Inventory Management, Cash Reporting, Account Reconciliation, Salesforce.com, Sales, Operational Support, Customer Service, Cleint relationship..., OGSYS, Microsoft Excel, PowerPoint, Minitab, Cost Accounting, Cross-functional Team..., Treasury Management, Accounts Receivable, Sarbanes-Oxley Act, Process Improvement
Education
University of Houston, C.T. Bauer College of Business 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Happy Home High School 1992 — 1995
High School, Biology/Biological Sciences, General
CenterPoint Energy, Inc March 2010 - Present
CenterPoint Energy August 2007 - March 2010
Texas Department of Banking/New York State Banking Department May 2004 - August 2007
JPMorgan Chase August 2002 - May 2004
Wal-Mart Stores, Inc August 1999 - January 2002
Skills
Financial Analysis, Microsoft Office, Compliance, Financial Reporting, Risk Management, GAAP, Financial Modeling, Sarbanes-Oxley Act, Business Analysis, Internal Controls, Accounting, Project Management, General Ledger, Microsoft Excel, Program Management, Business Process, Project Planning, Strategic Financial..., Auditing, Finance, Budgets, Forecasting, Variance Analysis, Internal Audit, Management, Banking, Strategic Planning, Leadership, Access, Accounts Payable, Process Improvement, Business Process..., Accounts Receivable, Investments, SAP, Payroll, Financial Accounting, Financial Planning
Education
Frank G. Zarb School of Business, Hofstra University 2002 — 2006
M.B.A, Finance
University of Houston, C.T. Bauer College of Business 1996 — 1998
Bachelor's, M.I.S.
Queen's Royal College 1987 — 1994
HS, Business
Amegy Bank September 2012 - Present
Amegy Bank January 2004 - September 2012
JPMorgan Chase January 2003 - December 2003
AIM Management January 2000 - December 2002
Skills
Commercial Lending, Loans, Small Business Lending, Commercial Banking, Middle Market, Credit Analysis
Education
University of St. Thomas (TX) 2002 — 2004
MBA, Finance
University of Houston, C.T. Bauer College of Business 1995 — 1999
Bachelor Degree, Finance
JPMorgan Chase October 2011 - Present
JPMorgan Chase May 2006 - September 2011
JPMorgan Chase May 1998 - April 2006
JPMorgan Chase March 1995 - May 1998
Skills
Banking
Education
University of Houston-Downtown
Bachelor of Business Administration (BBA), Accounting
JPMorgan Chase January 2010 - Present
JPMorgan Chase January 2003 - January 2010
JPMorgan Chase February 1999 - January 2003
Skills
Banking, Financial Services, Risk Management, Business Analysis, Project Management, Financial Analysis, Investment Banking, Portfolio Management, Management, Financial Modeling, Process Improvement
Education
University of Houston-Clear Lake 1995 — 1997
Master's degree, Literature
Unversity of Texas at Austin 1991 — 1994
Bachelor's degree, Literature
Bank of America February 2014 - Present
Caliber Home Loans August 2013 - February 2014
JPMorgan Chase March 2012 - August 2013
JPMorgan Chase August 2010 - February 2012
JPMorgan Chase May 2009 - August 2010
Wells Fargo September 2008 - March 2009
Bank of America March 2007 - September 2008
Skills
Mortgage Lending, Sales Management, Management, Sales Growth, Sales, Recruiting, Networking, Originating, Process Improvement, Credit Analysis, Call Centers, Short Sales, Loans, Home Equity Loans, Credit, Mortgage Marketing, Banking, Mortgage Banking, Investment Properties, Real Estate, Finance, Foreclosures, Underwriting, Financial Services
Education
University of Houston 1999 — 2003
Bachelor of Business Administration (B.B.A.), Marketing
JPMorgan Chase & Co. October 2014 - Present
JPMorgan Chase February 2013 - October 2014
JPMorgan Chase December 2007 - February 2013
Skills
Timely Decision Making, Risk Assessment, Check Fraud, Finance, Customer Service, Data Analysis, Microsoft Word, Microsoft Excel, PowerPoint, Keyboard Skills, Lotus Notes, Bank Secrecy Act, USA PATRIOT Act, Suspicious Activity..., Anti Money Laundering
Education
University of Houston-Clear Lake 2010 — 2012
Bachelor of Science (BS), Finance
Clear Creek ISD August 2008 - Present
Keller Williams January 2006 - November 2010
JPMorgan Chase August 1995 - August 2008
Skills
Investments, Real Estate
Education
University of Phoenix 2002 — 2006
Master of Business Administration (MBA)
University of Houston-Downtown 1996 — 2000
BBA, Finance
JPMorgan Chase May 2014 - Present
JPMorgan Chase & Co. June 2014 - January 2015
Small Business Development Center January 2014 - May 2014
Massage Heights April 2012 - May 2014
Academy for Dental Assisting August 2011 - August 2012
Endocrine and Psychiatry Center August 2008 - August 2011
Skills
Treatment, Microsoft Office, Event Planning, Wellness, Customer Service, Fitness, Social Media, Marketing, Sales, Leadership, Marketing Strategy, PowerPoint, Healthcare, Microsoft Word, Project Management, Manage Client..., WordPress
Education
University of Houston 2011 — 2014
Management Information System, 3.2
University of Houston 2011 — 2014
Finance, Global Energy Management, 3.67
Pariveda Solutions February 2014 - Present
Williams Company May 2013 - August 2013
JPMorgan Chase June 2012 - August 2012
University of Houston November 2011 - May 2012
Skills
Java, SQL, Python, HTML 5, CSS3, Git, Oracle PL/SQL..., Android Development, Spring
Education
University of Houston, C.T. Bauer College of Business 2010 — 2013
Bachelor of Business Administration, Management Information Systems
GDF SUEZ Energy Resources NA February 2015 - Present
JPMorgan Chase September 2012 - February 2015
Verizon Wireless September 2010 - August 2012
Reliant Energy July 2005 - April 2010
Skills
Business Analysis, Analytics, Credit, Data Analysis, Process Improvement, Risk Management, Banking, Financial Analysis, Financial Risk, Analysis
Education
University of Houston-Clear Lake 2003 — 2007
Bachelor of Business Administration (BBA), Marketing
JPMorgan Chase May 2011 - Present
Fuddruckers May 2009 - September 2011
United States Marine Corps June 2001 - June 2009
Skills
Account Reconciliation, Number Crunching, Customer Service, 10 Key, Military, Microsoft Office, Management, Office Management, Office Administration, Quality Control, Research, Sellers, Typing
Education
University of Houston 2010 — 2013
Wells Fargo October 2012 - Present
JPMorgan Chase December 2009 - October 2012
Skills
Commercial Lending, Credit Analysis, Credit, Loans, Banking, Commercial Banking, Management, Finance, Small Business Lending, Sales, Financial Analysis, Portfolio Management
Education
University of Houston-Clear Lake
Accounting, Accounting and Finance
PwC July 2015 - Present
PwC January 2015 - June 2015
Glacial A/C & Heating Services LLC January 2012 - December 2014
PwC June 2014 - August 2014
JPMorgan Chase July 2010 - December 2013
Sam's Club July 2009 - July 2010
Skills
Leadership, Teamwork, Access, SQL, Banking, Customer Service, XML, VBScript, Call Centers, JavaScript, HTML, Java, Microsoft Excel, Microsoft Word, Visual Studio, CSS, Microsoft Office, PowerPoint
Education
University of Houston, C.T. Bauer College of Business 2009 — 2014
Bachelor of Business Administration (BBA), Management Information Systems, MIS GPA: 3.93 Cumulative GPA: 3.75
Crown Castle January 2015 - May 2015
Crown Castle December 2014 - January 2015
Urban Living August 2014 - October 2014
Baker Hughes June 2014 - August 2014
Crown Castle September 2013 - June 2014
Program for Excellence in Selling August 2013 - May 2014
Crown Castle May 2013 - September 2013
JPMorgan Chase January 2013 - May 2013
Skills
Sales, CRM, Salesforce.com, Supply Chain Management, Negotiation, SAP, Microsoft Excel, Logistics, Telecommunications, Real Estate, Global Strategic..., Document Management, Data Analysis, Procurement, Time Management, PowerPoint, Marketing, Accounting, Customer Satisfaction, SPIN Selling, Research, Cold Calling, Social Media Marketing, Personal Branding, Sales Management, Role Play, Prospecting, Microsoft Access, Microsoft PowerPoint, Customer Service, SugarCRM, Envision, HAR, MLS, Microsoft Office
Education
University of Houston, C.T. Bauer College of Business
Bachelor's Degree, Finance
Sales Excellence Institute, Program for Excellence in Selling 2013 — 2014
Student Sales Representative, Customer Relationship Management, Personal Branding, Advanced Professional Selling, Sales Management
Woodforest National Bank September 2012 - Present
SunTrust Bank November 2004 - July 2012
JPMorgan Chase December 2001 - August 2004
Skills
SAR Compliance liaison, Highly motivated..., Team Building, Learn New Software..., Task-oriented, 100% Excellence in..., Detection Project..., Currently Pursuing..., Training, Banking, AML, Bank Secrecy Act, Financial Risk, Fraud, Time Management, Call Centers, KYC, Team-oriented, Risk Management, Goal Oriented, OFAC, Data Analysis, Investigation, Analysis
Education
University of Houston 1999 — 2003
Bachelors of Science, Psychology
Memorial Hermann Healthcare System August 2009 - Present
Amegy Bank of Texas November 2006 - May 2009
JPMorgan Chase/Bank of NY March 1999 - November 2006
JPMorgan Chase May 1998 - March 1999
Education
University of Houston, C.T. Bauer College of Business 1992 — 1996
BBA, Finance
Kirby Corporation October 2013 - Present
AES August 2010 - September 2013
Wells Fargo May 2006 - August 2010
JPMorgan Chase August 2004 - May 2006
Skills
Financial Analysis, Investments, Analysis, Due Diligence, Portfolio Management, Internal Controls, Banking, Business Analysis, Strategy, Management
Education
University of Houston, C.T. Bauer College of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Mercer April 2014 - Present
Belk 2014 - 2015
Newbold Advisors May 2013 - March 2014
Belk 2014 - 2014
Belk 2014 - 2014
Belk 2014 - 2014
Carlisle & Gallagher Consulting Group 2012 - January 2013
JPMorgan Chase July 2011 - April 2012
Citi April 2006 - July 2011
Skills
Mortgage Lending, Loans, Credit, Banking, FHA, Process Improvement, Portfolio Management, Underwriting, Risk Management, Loss Mitigation, Investments, Loan Servicing, Microsoft Excel, Mortgage Banking, Credit Analysis, Series 7, Consumer Lending, SQL, Human Resources, Payroll, HIPAA, Health & Welfare..., FSA
Education
North Mesquite High School 2001 — 2005
North Mesquite High School
High School Diploma
North Mesquite High School
North Mesquite High School
University of Houston-Downtown
Bachelor's degree, Economics
PRESTO (Metrolinx) May 2015 - Present
TTC August 2014 - March 2015
BNY Mellon January 2009 - January 2013
Scotiabank May 2008 - November 2008
JPMorgan Chase July 2006 - July 2007
Master Perfumes Incorporated December 2004 - June 2006
Citi January 2002 - August 2004
Skills
Corporate Finance, Asset Managment, Team Building, Business Development, Financial Analysis, Project Management, Project Finance, Asset Management, Sales Management, Banking, Analysis, Portfolio Management, Credit, Investments, Accounting, Marketing Strategy, Risk Management, Relationship Management, Account Reconciliation, Loans, Capital Markets, Bloomberg, Equities, Credit Cards, Securities, Credit Risk, Mutual Funds, Credit Analysis, Payments, Wealth Management
Education
University of St. Thomas (TX) 2004 — 2006
Master of Business Administration (M.B.A.), International Business/Trade/Commerce
University of Houston, C.T. Bauer College of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Emirates English speaking school
PwC June 2015 - Present
PwC January 2013 - June 2015
O'Malley & Associates, P.C. September 2011 - December 2012
PwC January 2012 - March 2012
JPMorgan Chase June 2011 - August 2011
University of Houston January 2009 - June 2011
Education
University of Houston, C.T. Bauer College of Business 2012 — 2012
Master of Science (MS), Accountancy
University of Houston, C.T. Bauer College of Business 2009 — 2012
Bachelor of Business Administration (BBA), Accounting
San Jacinto College 2005 — 2007
Associate of Arts (AA), General Studies
BNY Mellon October 2014 - Present
Wells Fargo May 2013 - October 2014
The Bank of New York Mellon October 2006 - May 2013
JPMorgan Chase January 2000 - November 2006
Skills
Hedge Funds, Fixed Income, Securities, Alternative Investments, Bloomberg, Equities, Asset Management, Risk Management, Structured Finance, Structured Products, Financial Services
Education
University of Houston 1991 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
BMO Capital Markets February 2007 - January 2014
Deutsche Bank July 2004 - February 2007
JPMorgan Chase November 1987 - July 2004
Skills
Investment Banking, Capital Markets, Private Equity, Financial Structuring, Corporate Finance, Structured Finance, Valuation, Financial Modeling, Equities, Leveraged Finance, Mergers, Derivatives, Mezzanine, Divestitures, Trading, Investments, Project Finance, Venture Capital, Asset Managment, Due Diligence, Commodity, Private Placements, Hedge Funds, LBO
Education
University of Houston 1982 — 1984
Master of Business Administration (MBA), Finance
Youngstown State University 1975 — 1979
Bachelor of Science (BS), Civil Engineering
Apache Corporation March 2013 - Present
Waste Management June 2011 - February 2013
City of Houston July 2008 - June 2011
BHP Billiton Petroleum February 2007 - June 2008
JPMorgan Chase 2006 - 2007
Auto-trol Technology 2003 - 2006
Skills
PL/SQL, Database Design, Oracle, Databases, Microsoft SQL Server, Oracle RAC, SQL Tuning, Unix Shell Scripting, Software Documentation, Data Modeling, Software Development, Access, Java, Programming, Database Administration, RMAN, Disaster Recovery, ETL, Performance Tuning, Data Warehousing, Unix
Education
University of Houston-Clear Lake
M.S., Biological Sciences
University of Houston-Clear Lake
Computer Science
JPMorgan Chase June 2011 - June 2013
JPMorgan Chase August 2010 - June 2011
J.P. Morgan October 2008 - August 2010
JPMorgan Chase September 2006 - October 2008
JPMorgan Chase May 2005 - September 2006
JPMorgan Chase August 2001 - May 2005
Texas Commerce Bank/Chase Manhattan Bank, N.A. November 1997 - August 2001
Skills
Sales Management, Strategic Planning, Project Management, Commercial Lending, Commercial Banking, Portfolio Management
Education
University of Houston, C.T. Bauer College of Business 1993 — 1997
Bachelor of Business Administration (B.B.A.), Marketing
Opportune LLP February 2015 - Present
Duff & Phelps March 2014 - February 2015
Duff & Phelps August 2012 - March 2014
HFBE Inc. (Acquired by Stout Risius Ross) September 2011 - May 2012
JPMorgan Chase June 2011 - August 2011
Skills
Valuation, Business Valuation, Financial Modeling, DCF, Capital IQ, Equity Valuation, Corporate Finance, DCF Valuation, Financial Analysis
Education
University of Houston, C.T. Bauer College of Business 2008 — 2012
Bachelor’s Degree, Finance
Andrews Financial Services Financial Planner/Operations ManagerAndrews Financial ServicesFebruary 2015 - Present
PartnersInWealth, Inc. March 2011 - February 2015
Merrill Lynch August 2009 - March 2011
Service Brands-Molly Maid January 2009 - August 2009
JPMorgan Chase August 2005 - September 2008
JPMorgan Chase January 2003 - August 2005
BNP Paribas April 1992 - January 2003
Societe Generale February 1990 - April 1992
Skills
Financial Management, Financial Planning, Comprehensive Wealth..., Personal Financial..., Wealth Management, Estate Tax Planning, Retirement Planning, Estate Planning, Portfolio Management, Strategic Financial..., Managerial Finance, Wealth Management..., Change Management, Investments, Financial Advisory, Banking, Finance, Business Process..., Key Performance..., Supervisory Experience, Operations Management, Risk Management, Loan Servicing, Investment Banking, AML/KYC Compliance, Quality Control, Credit Documentation, Regulatory Compliance, Leadership, Credit, Investment Advisory, Strategy, Loans, Credit Reports
Education
University of Houston, C.T. Bauer College of Business 1985 — 1989
Business-Finance, Finance
J Frank Dobie HS
High School Diploma - Honors Graduate
Direct Energy October 2014 - Present
Direct Energy October 2012 - October 2014
Lockton Companies September 2009 - October 2012
JPMorgan Chase October 2008 - September 2009
MetLife Financial Services July 2006 - October 2008
Skills
Investments, Underwriting, Financial Analysis, Insurance, Risk Management
Education
University of Houston, C.T. Bauer College of Business 2011 — 2014
Masters of Business Administration
University of Houston, C.T. Bauer College of Business 2004 — 2007
Bachelor of Business Administration, Finance
Mitsubishi Caterpillar Forklift America Inc. (MCFA) February 2015 - Present
JPMorgan Chase March 2013 - February 2015
Toyota April 2012 - March 2013
U.S. Coast Guard April 2004 - March 2012
Progressive Insurance June 2002 - March 2004
US Army January 1996 - May 2000
Skills
Residential Mortgages, Loan Origination, VA loans, FHA financing, Jumbo Mortgage, Refinance, Home Equity Loans, Home Equity Lines of..., Customer Experience, Sales Process, Sales Presentations, Veterans Benefits, Emotional Intelligence, Mortgage Banking, FHA Financing, Loans, VA Loans, Banking, First Time Home Buyers, Customer Service, Sales, Credit
Education
University of Houston
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
Air Liquide January 2015 - Present
University of Houston April 2013 - December 2014
JPMorgan Chase January 2013 - March 2013
Skills
Time Management, Leadership, Access, PowerPoint, Microsoft Excel
Education
University of Houston, C.T. Bauer College of Business 2012 — 2014
Bachelor of Business Administration (BBA), Accounting, Supply Chain Management
Frost Bank November 2013 - Present
Houston Community College August 1996 - Present
NewFirst National Bank February 2013 - October 2013
Trustmark National Bank October 2007 - February 2013
Wachovia, A Wells Fargo Company October 2001 - October 2007
JPMorgan Chase May 1987 - October 2001
Skills
Commercial Banking, Commercial Lending, Finance, Loans, Credit, Small Business Lending, Financial Services, Banking, Portfolio Management, Financial Analysis, Credit Analysis, Mortgage Lending
Education
University of Houston-Clear Lake 1992 — 1996
MBA, Business Management
University of Houston-Clear Lake 1984 — 1987
BS, Finance
Chevron January 2015 - Present
Chevron April 2013 - December 2014
Baker Hughes January 2012 - March 2013
BP January 2010 - November 2011
Idea Integration May 2007 - October 2009
ExxonMobil February 2005 - February 2007
ExxonMobil January 2003 - February 2005
JPMorgan Chase April 1999 - January 2003
Skills
Project Management..., Software Development..., Waterfall Project..., Agile Project Management, Project Initiation, Project Planning, Project Execution, Project Control, Project Closeout, Change Management, Release Management, Cost Management, Budget Management, Time Management, Scope Management, Risk Management, Technology Integration, Quality Assurance, Software Quality Control, Conflict Resolution, Unit Testing, User Acceptance Testing, PLC, Visual Studio, Visual Basic, ASP.NET, SQL, SQL Server 2000-2008, MS Office Suite, MS Project, Visio, Crystal Reports, Oracle, PMP, Waterfall, PMO, Business Requirements, PMI, SDLC, Software Project..., Project Delivery, Resource Management, Project Implementation, PMBOK, Vendor Management, Project Coordination, Systems Analysis, Agile, Team Leadership, Risk Mitigation
Education
University of Houston-Downtown 1999 — 2002
BBA (Bachelors of Business. Administration), CIS (Computer Information Systems)
Kinder Morgan Liquid Terminal February 2014 - Present
JPMorgan Chase December 2008 - November 2010
JPMorgan Chase August 2007 - December 2008
Washington Mutual, Inc. January 2007 - August 2007
Enterprise Leasing Co April 2000 - December 2004
Continental Airlines August 1998 - January 2000
Skills
Management, Leadership, Customer Service, Finance, Accounting, Banking, Risk Management, Team Building, Business Analysis, Credit, Analysis, Financial Risk, Financial Analysis, Vendor Management, Microsoft Office
Education
University of Houston 1997 — 1999
BBS, Business, Management
Compilation of Courses
Operations Management; Business Policy, Finance, Marketing, Accounting, and other Business
University of Houston
Bachelors, Business Administration
Amegy Bank September 2009 - Present
Amegy Bank April 2004 - September 2009
National Fiduciary Services, N.A. July 2001 - April 2004
JPMorgan Chase June 1992 - June 2001
Skills
Portfolio Management, Asset Allocation, Mutual Funds, ETFs, Wealth Management, Investments, Asset Management
Education
Chartered Alternative Investment Analyst Association
CAIA Charter Holder
CFA Institute
CFA Charter Holder
University of Houston-Clear Lake 1994 — 1997
BS, Finance
Carestream Health July 2012 - Present
Bank of America November 2008 - July 2012
Bay Area Builders Association/ Operation Finally Home May 2005 - March 2012
Chase Home Finance May 2001 - November 2008
JPMorgan Chase August 1984 - May 2001
Skills
Banking, Loans, Mortgage Lending, Non-profits, Marketing, Sponsorship, Nonprofits, New Business Development, Sales, Financial Services, Real Estate, Financial Analysis, Grant Writing, Management, Leadership, Grants, Team Building, Strategic Planning, Customer Service, Budgets, Analysis, Outlook, Business Development, Microsoft Word, Negotiation, Contract Negotiation, Insurance
Education
University of Houston-Clear Lake 1986 — 1989
Bachelors, Business
Chevron February 2015 - Present
Chevron June 2014 - February 2015
JPMorgan Chase June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, English, Banking, Access, Data Analysis, Analysis, Accounting
Education
University of Houston, C.T. Bauer College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Magna Cum Laude
Community Trust Bank June 2014 - Present
Cadence Bank, N.A. August 2012 - June 2014
Wells Fargo September 2010 - April 2011
Whitney National Bank August 2008 - September 2010
JPMorgan Chase February 2005 - April 2008
American Express Financial Advisors July 2004 - February 2005
Skills
Investments, Banking, Loans, Deposits, Investment Advisory, Options, Fixed Annuities, CRM, Cross Selling, Credit Analysis, Investment Management, Financial Analysis, Private Wealth..., Investment Selection, Private Banking, Banking Relationships, Bank Relationship..., Stocks, Mutual Funds, Bonds, Annuities, Loan Structuring, Loan Origination, Investment Products, Relationship Development, Account Management, Client Relationship..., Client Acquisition, Banking Operations, Sales Process, Money Management, Managed Money, Strategic Financial..., International Investment, Financial Markets, Commercial Banking
Education
University of Houston, C.T. Bauer College of Business 2007 — 2010
Master of Business Administration (M.B.A.), Finance
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Ducommun Incorporated April 2015 - Present
Kodiak Assembly Solutions June 2014 - April 2015
Flextronics June 2011 - March 2014
Flextronics March 2008 - June 2011
Flextronics March 2000 - March 2008
JPMorgan Chase January 1999 - March 2000
Sing Tao Daily October 1997 - January 2000
Nestle S.A. June 1995 - December 1997
Malaytex USA, Inc. December 1994 - June 1995
Skills
Strategic Planning, Start-ups, Supply Chain Management, Cross-functional Team..., Manufacturing, New Business Development, Business Strategy, Market Research, Contract Negotiation, Contract Manufacturing, Product Development, P&L Management, Program Management, Product Marketing, Business Development, Strategy, Account Management, Management, Forecasting, Procurement, Human Resources
Education
The University of Texas at Austin
Pre-Law Studies
University of Houston, C.T. Bauer College of Business
BBA, Business Marketing
Mattress Firm April 2014 - Present
Robert Half International September 2013 - March 2014
Robert Half International February 2013 - August 2013
JPMorgan Chase May 2012 - October 2012
JPMorgan Chase April 2010 - April 2012
JPMorgan Chase December 2007 - February 2011
Skills
Banking, Investments, Banking Relationships, Customer Acquisition, Customer Retention, Customer Experience, Confidentiality, Time Management, Analytical Skills, Highly detail oriented, Fast Learner, Sales, Creative Solutions, Team Worker, Excellent Communication..., Recruiting, Strategy, Hiring, Relationship Management, Building Relationships, Temporary Staffing
Education
University of Houston, C.T. Bauer College of Business 2005 — 2009
B.A., Business Management, Human Resources
MD Anderson Cancer Center January 2014 - Present
MD Anderson Cancer Center March 2011 - January 2014
JPMorgan Chase March 2009 - January 2011
J. Maldonado Law Firm, P.C. January 2005 - January 2009
Skills
Project Coordination, Microsoft Office, Clinical Research, Clinical Trials, Customer Service, Finance, Spreadsheets, MS Excel Pivot Tables, FDA, Healthcare Information..., Healthcare, Sales, Investment Banking, Retail Banking, Office Management, Technical Liaison, Adobe Creative Suite, Clinical Data Management, Data Management, Invoice Processing, Faculty Relations, Spanish, Leading Meetings, Organizing Meetings, Technical Presentations, iOS, SAS, Oncology
Education
University of Houston, C.T. Bauer College of Business 2004 — 2009
Bachelor of Business Administration (BBA), Finance, General
Clifton Larson Allen, LLP (Previously Sanford, Baumeister & Frazier, LLP) June 2013 - Present
LBB & Associates Ltd., LLP January 2012 - November 2012
JPMorgan Chase November 2011 - January 2012
CU Business Solutions June 2010 - November 2010
American Bank May 2008 - March 2009
Skills
Analysis, Microsoft Excel, Data Analysis, Budgets, Credit, Loans, Commercial Lending, Credit Analysis, Microsoft Office, Banking, Microsoft Word, Mortgage Lending, Small Business Lending, Financial Analysis, Commercial Banking, Underwriting, Portfolio Management, Finance, Financial Modeling, Lines Of Credit, Accounting, Internal Audit, Real Estate, Auditing, Commercial Mortgages, Refinance, Financial Statements, Financial Reporting, Construction Loans, Credit Risk, Financial Statement..., Financial Audits, SEC filings, Accounts Receivable, GAAP, Sarbanes-Oxley, US GAAP, Accounts Payable, Financial Accounting, General Ledger, Internal Controls, Loan Origination, Bank Reconciliation, QuickBooks, Cash Flow
Education
University of Houston, C.T. Bauer College of Business 2011 — 2012
Certificate of Accountancy
Texas A&M University-Corpus Christi 2007 — 2008
Bachelor’s Degree, Finance
Howard College 2004 — 2007
Associate of Science, Business Administration and Management, General
JPMorgan Chase April 2009 - May 2011
Washington Mutual Bank August 2005 - September 2007
Skills
Photoshop, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Advertising, Facebook, Social Media Marketing, Customer Service, Event Planning, Public Relations, Marketing Communications, Marketing, Research, Acrylic Painting, Makeup Artistry, Special Effects Makeup, Email Marketing, Product Marketing, Product Development, Sales, Sales Management, Online Advertising
Education
University of Houston, C.T. Bauer College of Business 2006 — 2012
Bachelor of Business Administration (BBA), Marketing
JPMorgan Chase May 2014 - Present
JPMorgan Chase December 2012 - May 2014
Holiday Inn Exprees Hotel & Suites November 2011 - December 2012
Skills
Hotels, Team-oriented, Opera, Revenue Analysis, Tourism, Service Recovery, Hospitality Industry, Hotel Booking, Time Management, Event Planning, Event Management, Telephone Skills, Hospitality Management, Hotel Management, Customer Satisfaction, Resorts, Yield Management, Hospitality, Microsoft Word, Front Office, Data Entry, Rooms Division, Restaurants, Catering, Micros, Customer Service, Pre-opening, Food & Beverage, Teamwork, Guest Service Management, Leadership, Microsoft Excel, Social Networking, PowerPoint, Team Building, Microsoft Office, Outlook, Sales, Cashiering, Inventory Management, Forecasting, Team Leadership, Access, Data Analysis, Analysis, Research
Education
University of Houston 2011 — 2013
Bachelor of Business Administration (BBA), Management Information Systems, General
National Oilwell Varco - Rig Solutions June 2012 - Present
JPMorgan Chase October 2007 - June 2012
Washington Mutual Bank September 2002 - October 2007
Skills
Agile Project Management, Software Quality..., Requirements Management, Integration, Change Management, Business Process..., Project Management, SharePoint, PMP, Scrum, Six Sigma, User Acceptance Testing, Visio, Requirements Gathering, Requirements Analysis, Agile Methodologies, Software Project...
Education
University of Houston, C.T. Bauer College of Business 2010 — 2013
Master of Business Administration
University of Houston, C.T. Bauer College of Business 2000 — 2004
Bachelors in Business Administration
Darling Homes December 2013 - Present
Horne LLP April 2012 - December 2013
JPMorgan Chase March 2010 - February 2011
Metrobank September 2007 - March 2010
BBVA Compass Bank January 2007 - September 2007
Skills
Microsoft Office, Accounting, Retail Banking, Auditing, Account Reconciliation, Microsoft Excel, QuickBooks, GAAP, Government Auditing, Variance Analysis, CPA, Budgets, Internal Controls, Banking, Financial Analysis, Financial Accounting, Financial Reporting, Sarbanes-Oxley Act, Internal Audit
Education
University of Houston, C.T. Bauer College of Business 2013 — 2014
Accounting
University of Houston-Downtown 2008 — 2011
B.B.A, AccountingDecember 2011
JPMorgan Chase May 2014 - Present
MetLife Home Loans March 2012 - December 2013
GMAC April 2011 - March 2012
Bank of America June 2010 - April 2011
NSM Undergraduate Advising Center October 2008 - May 2010
Skills
Analysis, FHA, Loans, Loss Mitigation, Mortgage Lending, Mortgage Servicing, Software Documentation, Time Management, Bankruptcy, Finance, Loan Origination, Mortgage Banking, Foreclosures, Residential Mortgages, Refinance
Education
University of Phoenix 2015 — 2016
Master of Business Administration (M.B.A.), Human Resources Management and Services
University of Houston
BA, Communications/ Public Relations
Amegy Bank November 2013 - September 2015
JPMorgan Chase October 2012 - November 2013
JP Morgan Chase April 2012 - October 2012
JP Morgan Chase March 2010 - April 2012
Skills
Microsoft Excel, Financial Reporting, Project Planning, Inventory Management, Customer Service, Underwriting, Leadership, Credit, Loans, Sales, Commercial Banking, Credit Analysis, Banking, Financial Analysis, Business Analysis, Finance, Risk Management, Commercial Lending, Strategic Planning, Small Business Lending, Pricing, Consumer Lending, Mortgage Lending
Education
University of Houston 2010 — 2012
Masters, Business Administration
University of Texas at Austin 2004 — 2008
Bachelors, Sociology
Shell Oil Company August 2013 - Present
Shell Oil Company February 2012 - September 2013
Shell Oil Company December 2005 - January 2012
Shell Oil Company January 2002 - December 2005
Enron May 1997 - January 2002
JPMorgan Chase May 1995 - May 1997
Allwaste Environmental Services February 1992 - May 1995
Kamehameha Schools March 1991 - October 1992
Milbank, Tweed, Hadley & McCloy LLP May 1988 - December 1990
Skills
Analysis, Upstream, Gas, Natural Gas, Financial Modeling, Energy, Finance, Downstream Oil & Gas, Financial Analysis, Forecasting, Change Management, Petroleum, Sarbanes-Oxley Act, SAP, Risk Management, Financial Reporting, Commodity Markets, Managerial Finance, Management, Due Diligence, Corporate Finance, Variance Analysis, Oil & Gas
Education
University of Houston, C.T. Bauer College of Business 1981 — 1987
BBA, Finance
Balboa High School 1979 — 1981
Noble Drilling January 2012 - Present
JPMorgan Chase September 2010 - January 2012
Travel Guard May 2008 - September 2010
Skills
Excel, Word, Access, PowerPoint, Microsoft Office, Microsoft Excel, SAP, Software Documentation, Training, Microsoft Word, Business Analysis, Visio, Budgets, Team Leadership
Education
University of Houston, C.T. Bauer College of Business 2004 — 2009
B.B.A., Finance & Marketing
ConocoPhillips September 2012 - Present
Plains All American January 2012 - September 2012
BNY Mellon August 2007 - January 2012
BNY Mellon August 2007 - August 2010
JPMorgan Chase June 2004 - August 2007
JPMorgan Chase June 2004 - June 2006
Skills
Financial Modeling, Banking, Analysis, Credit, Account Reconciliation, Investments, Management, Loans, Bloomberg, Strategic Financial..., Derivatives, Cash Flow, Investment Banking, Data Analysis, Credit Risk
Education
University of Houston 2002 — 2006
B.B.A, Bachelors in Business Finance
Blue Cross Blue Shield of Texas August 2015 - Present
JPMorgan Chase February 2013 - May 2015
Pixstar August 2010 - February 2013
FedEx Office April 2008 - December 2009
Sprint Nextel February 2005 - March 2008
Skills
Data Warehousing, Business Intelligence, Dashboard, Web Intelligence, PMP, SAP Business Objects, Cognos, Tableau, IT Strategy, SDLC, Performance Tuning, Requirements Analysis, SAP ERP, Crystal Reports, Data Modeling, Program Management, Data Governance
Education
University of Houston-Clear Lake
Master's degree, Computer Software Engineering
Wells Fargo Home Mortgage November 2013 - Present
Transformation Enzyme Corp. July 2011 - November 2013
JPMorgan Chase April 2010 - June 2011
L & G Mortgage June 2009 - April 2010
Diversified Funding Solutions October 2005 - June 2009
North Star Lending October 2002 - October 2005
New Century Mortgage October 1999 - October 2002
Skills
Sales, Sales Management, Sales Process, Entrepreneurship, Organization, Marketing Strategy, Mortgage Lending, Nutrition, Holistic Health, Supplements, Marketing, Wellness, Loans, Team Building, Cold Calling, Coaching, Business Development, New Business Development, Account Management, Customer Service, Credit, FHA, Small Business, Training, Market Planning, Leadership, Social Networking, Real Estate, Mortgage Banking, Sales Operations, Relationship Management, Healthcare, VA loans, VA Loans
Education
University of Houston-Clear Lake 1993 — 1996
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Shell September 2015 - Present
Shell January 2015 - August 2015
Shell May 2014 - August 2014
JPMorgan Chase June 2013 - August 2013
Skills
C++, Microsoft SQL Server, Programming, Eclipse, C#, Java, C, Python, PHP, ASP.NET, MPI, Visual Studio, NetBeans, Windows, Linux/Unix, Weka, Qt, CMake, Gocad, TFS, JavaScript, Ruby, HTML, GWT-MVP, Maven, TI-CGT, GCC, PGI, openMP, openCL, Highcharts, MCSDK, TI-CCS, Agile, VSS, SVN, CCNet, Mac OS X, DecisionSpace Desktop, Photoshop, Excel
Education
University of Houston 2012 — 2014
Master's degree, Computer Science, Cumulative GPA: 3.765/4
NetIQ September 2011 - Present
NetIQ October 2007 - September 2011
Shell, Inc. October 2006 - October 2007
JPMorgan Chase May 2005 - September 2006
BMC Software September 1997 - May 2005
Western Geophysical January 1995 - September 1997
Gillespie Farms 1987 - 1993
Skills
Solaris, Unix, AIX, Shell Scripting, Red Hat Linux, Perl, HP-UX, Virtualization, Linux, System Administration, Bash, VMware, Unix Shell Scripting, Servers, Operating Systems, CentOS, Oracle, MySQL, Software Development, TCP/IP, VMware ESX, Python, Databases, CVS, Apache, C++, Suse, Systems Management, Enterprise Architecture, Data Center, Nagios, Subversion, XML, Ubuntu, SQL, JavaScript, Server Architecture, Disaster Recovery, ITIL, Java, C, SDMC, HMC, SIEM, Hardware, Cluster, Storage, Software Engineering, IBM AIX
Education
RHCE # 807000638202186
RHCE, RedHat Certified Engineer
University of Houston
University of Houston
Woodsboro High School
JPMorgan Chase February 2014 - Present
JPMorgan Chase June 2013 - February 2014
Plant It Forward Farms January 2013 - May 2013
Neudesic December 2012 - May 2013
Spanish Tutor January 2010 - January 2013
TMG Concrete Construction Inc. June 2009 - January 2010
Skills
PowerPoint, Access, Oracle SQL, Java, HTML, Microsoft Word, SQL, Microsoft Excel, MS Project, Outlook, VBA, SharePoint, JavaScript, VBScript, Visual Basic, Microsoft Office, Windows, Databases
Education
University of Houston, C.T. Bauer College of Business 2009 — 2013
MIS
The Alanis Group LLC June 2010 - Present
JPMorgan Chase January 2007 - June 2010
Wells Fargo Home Mortgage January 2001 - January 2007
Skills
Real Estate Investor, Real Estate Financing, Real Estate Transactions, Financials, Business Analysis, Real Estate, Mortgage Lending, Sales, Residential Homes, Single Family Homes, Foreclosures, Sellers, First Time Home Buyers, Short Sales, REO, Commercial Banking, Commercial Lending, Investment Properties, Selling
Education
University of Houston
Bachelor's degree, Accounting and Finance
EGC Critical Components April 2013 - Present
Excelerate Energy August 2012 - April 2013
Baker Hughes June 2010 - August 2012
IKON Office Solutions 2006 - 2010
IKON 2005 - 2006
JPMorgan Chase 2003 - 2004
Skills
Hyperion Enterprise, Variance Analysis, Financial Analysis, Essbase, Forecasting, GAAP, General Ledger, Sarbanes-Oxley Act, SAP, Financial Reporting, Accounting, Consolidation, Sarbanes-Oxley, Balance Sheet, Auditing, Accounts Receivable, Income Statement, Financial Accounting, Financial Modeling, Managerial Finance, Financial Forecasting, Financial Statements, Business Planning, CPA, Project Accounting, Year-end Close, QuickBooks
Education
University of Houston 1996 — 2002
Bachelor, Economics, Business, Psychology
Lone Star
AS, Accounting
JP Morgan Chase March 2010 - Present
SolArc, Inc. June 2008 - March 2010
JPMorgan Chase May 2006 - January 2008
Skills
C#, .NET, ASP.NET, Visual Studio, WPF, Microsoft SQL Server, Agile Methodologies, XML
Education
University of Houston 2004 — 2008
Bachelor of Science, Computer Science
Nguyen Du
JPMorgan Chase January 2001 - Present
Compaq April 1998 - May 2000
BITECH 1998 - 1999
Intellisoft India Ltd March 1997 - April 1998
TAFE India Ltd March 1996 - March 1997
Education
University of Houston 2007 — 2009
MBA, Executive MBA
University of Madras 1993 — 1996
BBA, Business Administrator
A/S Dan-Bunkering Ltd June 2012 - Present
HRSS, LLP January 2009 - June 2012
JPMorgan Chase February 2007 - December 2008
Macy's May 2002 - December 2006
University of Houston August 2004 - May 2005
Skills
Accounting, QuickBooks, Financial Reporting, Account Reconciliation, General Ledger, Accounts Payable, Financial Accounting, Payroll, Accounts Receivable, Microsoft Excel, Financial Statements, Auditing, Financial Analysis, PeopleSoft, Microsoft Office, Tax Returns, Tax, Variance Analysis
Education
University of Houston-Victoria 2008 — 2010
Bachelors of Business Administration, Accounting
University of Houston-Victoria 2008 — 2010
Bachelors of Business Administration, Accounting
University of Houston 2001 — 2005
BBVA Compass March 2012 - Present
JPMorgan Chase May 2007 - July 2012
Ben & Jerrys December 2006 - July 2012
BancCorp Capital / BCC Management Group May 2000 - April 2007
Skills
Loans, Credit Risk, Credit, Small Business Lending, Finance, Portfolio Management, Underwriting, Financial Analysis, Mortgage Lending, Commercial Lending, Mortgage Banking, Loan Origination, Lines Of Credit, Financial Modeling, Asset Based Lending, Financial Risk, Valuation, Refinance, Credit Analysis, Mergers & Acquisitions
Education
University of Houston-Clear Lake
MS, Management Information Systems
University of Wisconsin-Madison
BA, Economics
JPMorgan Chase November 2006 - Present
JPMorgan Chase August 2003 - November 2006
JPMorgan Chase August 2000 - July 2003
Skills
Offshoring, Accounting, Business Management, Financial Analysis, Variance Analysis, Forecasting, Planning, Financial Accounting, Risk Management, Process Improvement, Financial Modeling, Budgeting, Offshore Management, Offshore Transition, Offshore Operations, Budgets, Cash Management, Management, Project Planning, Managerial Finance, Banking, Finance, Corporate Finance, Analysis, Financial Reporting, Financial Services, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Strategic Financial..., Treasury Management, Business Analysis, Business Process..., Cost Accounting, Essbase, Financial Planning
Education
University of St. Thomas (TX) 1998 — 2000
MBA, Finance & International Business
University of Houston 1996 — 2000
BBA, Accounting & Taxation
University of Mumbai 1974 — 1978
BComm(II), Accounting & Auditing
BDO USA, LLP/UHY LLP December 2012 - Present
LyondellBasell Industries July 2007 - December 2012
Contractor at Lyondell Chemicals April 2006 - July 2007
JPMorgan Chase 2006 - 2006
GC Services February 2005 - July 2005
Accenture 2000 - 2004
Skills
IT General Controls, IT Audit, Internal Audit, Sarbanes-Oxley Act, SAP, Auditing, Financial Analysis, Accounting, Financial Reporting, Business Analysis, Business Process..., Internal Controls, Project Management, Risk Assessment, Enterprise Risk..., Process Improvement, Risk Management, Sarbanes-Oxley, Systems Pre/Post..., IT Systems Development, SDLC, COSO Framework
Education
University of St. Thomas (TX) 2005 — 2007
Master of Business Administration (MBA), International Business
University of Houston, C.T. Bauer College of Business 1994 — 1999
Bachelor of Business Administration (BBA), Management Information Systems
Musket Corp. June 2014 - Present
JPMorgan Chase November 2012 - June 2014
Citigroup June 2007 - October 2012
Skills
Product Control, Derivatives, Financial Analysis, Fixed Income, Financial Modeling, Risk Management, Trading Systems, Valuation, Financial Services, Finance, Asset Management, Financial Planning
Education
University of Houston, C.T. Bauer College of Business 2005 — 2007
MBA, Finance
BB&T 2013 - Present
JPMorgan Chase 2003 - 2013
The Situs Companies 2002 - 2003
AIG 1998 - 2002
City of Houston 1991 - 1998
Skills
Loans, Underwriting, Credit, Portfolio Management, Mortgage Lending, Finance, Commercial Mortgages, Banking, Cash Flow, Leadership, Commercial Real Estate, Commercial Banking, Management, Credit Analysis, Financial Structuring, Credit Risk, Financial Analysis, Loan Origination, Mortgage Banking, Commercial Lending, Consumer Lending, Debt Restructuring, Due Diligence, Investments, Corporate Finance, Risk Management, Cash Management, Relationship Management, Private Banking, Real Estate, Structured Finance, Refinance, Financial Modeling, Real Estate Economics, Treasury Management, Wealth Management, Financial Risk, Valuation, Financial Services, Construction Loans, Loan Servicing, Capital Markets, Asset Management, Small Business Lending, Lines Of Credit
Education
University of Houston-Clear Lake
MBA, Management
University of Houston-Clear Lake
BS, Finance
JPMorgan Chase September 2009 - Present
KBR April 2009 - September 2009
Accenture July 2003 - April 2009
ExxonMobil February 2001 - May 2003
Skills
Performance Tuning, ETL, Data Warehousing, Database Design, Replication, Data Modeling, Microsoft SQL Server, Database Administration, SQL, Sybase, Disaster Recovery, Databases, Business Intelligence, Oracle, SharePoint, SDLC, Unix, PL/SQL, Enterprise Architecture, T-SQL, SQL Tuning, Data Migration, Integration, Shell Scripting, SSIS, Solaris, SSRS, Software Development, Oracle RAC, Management, .NET, Linux, Vendor Management, High Availability, Information Technology, ITIL, Visio
Education
University of Houston-Clear Lake 1990 — 1992
Bachelor's degree, Computer Science
Virtus Partners, LLC August 2013 - Present
The Bank of New York Mellon Trust Company, N.A. October 2006 - August 2013
JPMorgan Chase October 2001 - October 2006
Arthur Andersen 1998 - 2001
Southwest Bank of Texas October 1995 - October 1998
Education
University of Houston 1989 — 1993
BS, Accounting
JPMorgan Chase April 2008 - Present
First Command Financial Planning June 2007 - February 2008
Bank of America 2000 - 2007
Fidelity Investments 1996 - 2000
Skills
Banking, Investments, Financial Risk, Asset Management, Finance, Mutual Funds, Analysis, Training, Trading, Customer Service, Risk Management, Wealth Management, Team Building, Financial Services, Relationship Management
Education
University of Houston 1991 — 1995
BBA, Finance and Management
Virtus Partners LLC April 2006 - Present
JPMorgan Chase 2000 - 2006
JPMorgan Chase 2000 - 2006
JPMorgan Chase 2000 - 2006
Skills
CDO, Structured Finance, Fixed Income, Capital Markets, Financial Modeling, Structured Products, Hedge Funds, Loans, Banking, Investments, Equities, Middle Office, Investment Banking
Education
University of Houston 1994 — 2000
BBS, Finance
JPMorgan Chase 2003 - Present
Education
University of Houston, C.T. Bauer College of Business
JPMorgan Chase 2011 - Present
JPMorgan Chase 2008 - 2011
JPMorgan Chase 2005 - 2008
JPMorgan Chase 2003 - 2005
ChevronTexaco January 1996 - January 2002
Skills
Management, Project Management, Project Delivery, Business Analysis, SDLC, Loans, Financial Analysis, Banking, Quality Assurance, Risk Management, Process Improvement, Vendor Management, Program Management, Strategic Planning, Business Process..., Leadership, Analysis, Project Planning
Education
University of Houston, C.T. Bauer College of Business
Business, Management
J.P. Morgan April 2012 - Present
JPMorgan Chase March 2005 - April 2012
Skills
Process Improvement, Business Analysis, Service Delivery, Incident Management, Crisis Management, ITIL, Visio, Project Management, Software Documentation, IT Service Management, Business Intelligence, Change Management, Disaster Recovery, Integration, Leadership, Analysis, IT Operations, Management, Business Continuity, Vendor Management, IT Operations Management, Service Desk Management, Training, IT Management, Problem Management
Education
University of Houston, C.T. Bauer College of Business 2004 — 2008
MBA, Finance & Accounting
Academy Sports + Outdoors May 2013 - Present
Landry's, Inc. October 2005 - May 2013
Aon Hewitt October 2000 - October 2005
JPMorgan Chase March 1997 - October 2000
Skills
Employee Benefits, PeopleSoft, Benefits Administration, Payroll, ADP Payroll, Corporate Benefits, 401k, Project Management, HRIS, Oracle HR, Benefits Negotiation, Benefits Design, FMLA, OAB, Defined Benefit, Acquisitions, Data Conversion, System Implementations, Vendor Management, Contract Negotiation, Infinium, 409A, Multi-State Experience, Management
Education
University of Houston, C.T. Bauer College of Business 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General & Management
JPMorgan Chase January 2005 - Present
JPMorgan Chase January 2001 - January 2005
JPMorgan Chase June 1997 - January 2001
Skills
Portfolio Management, Financial Analysis, Banking, Finance, Loans, Management, Investments, Credit, Capital Markets, Risk Management, Commercial Real Estate, Commercial Real Estate...
Education
University of Houston, C.T. Bauer College of Business 1992 — 1997
BBA, Accounting and Finance
National Oilwell Varco July 2014 - Present
National Oilwell Varco May 2010 - Present
Northern Trust June 2009 - February 2010
Huntsman January 2008 - February 2009
Bailar Hospitality Services Co, Houston, TX February 2007 - February 2008
Contract – American International Group (AIG) June 2005 - December 2005
ConocoPhilips March 2005 - June 2005
Unisys / Homeland Security November 2004 - March 2005
JPMorgan Chase March 2003 - February 2004
ExxonMobil 2004 - 2004
Skills
Application Packaging, System Deployment, MSI, Virtualization, App-V, XP, Troubleshooting, Application..., Software Installation, Enterprise Software, SCCM, Testing, Windows XP, Integration, Scripting, Altiris, Microsoft Technologies, SMS, Security, SharePoint
Education
University of Houston-Downtown 1993 — 1997
BBA, CIS
Mercuria Energy Trading S.A. February 2015 - Present
JPMorgan February 2013 - Present
JPMorgan Chase June 2003 - January 2013
Skills
Risk Management, Project Management, Customer Service, Team Leadership, Management, Microsoft Office, Microsoft Excel, Project Planning, Team Building, Banking, Testing, Account Management, Accounting, SharePoint, Teamwork, Energy, Corporate Finance, Accounts Payable, Accounts Receivable, Account Reconciliation, General Ledger, Oil/Gas, Journal Entries, Business Analysis, Business Strategy, Financial Analysis, Leadership Development, Negotiation, New Business Development
Education
University of Houston 2000 — 2003
Bachelor's degree, Finance, General
q2 2011 - Present
Apex Systems September 2009 - March 2011
Guaranty Bank 2002 - January 2009
Compubank 2000 - 2001
JPMorgan Chase 1992 - 2000
First City Bank 1983 - 1992
Education
University of St. Thomas (TX) 1999 — 2002
MBA, Business
University of Houston 1983 — 1990
BA, History
Microsoft April 2006 - Present
JPMorgan Chase October 2004 - April 2006
R Square October 2004 - April 2006
AC2 January 2002 - October 2004
Skills
WCF, C#, Web Services, .NET, Distributed Systems, XML, Agile Methodologies, ASP.NET, Java, Design Patterns, Windows Azure, Microsoft SQL Server, C++, SQL, Hadoop, SOA, Software Design
Education
University of Houston 2000 — 2002
MS, Computer Science
University of Mumbai 1995 — 1999
Bachelor, Computer Engineering
Regions Financial Corporation July 2015 - Present
JPMorgan Chase September 2013 - July 2015
Amegy Bank September 2011 - January 2013
Skills
Banking, Loans, Retail Banking, Cross Selling, Lines Of Credit, Deposits, Branch Banking, Cash Management, Branch Management, Sales, Training, Credit Cards, Customer Satisfaction, Consumer Lending, Small Business Lending, Credit, Mortgage Lending, Relationship Management, Private Banking, Internet Banking, Financial Services, Operational Risk, Bank Secrecy Act, Operational Risk..., ACH, Teller Operations, KYC
Education
University of Houston-Clear Lake 2007 — 2009
BS, Sociology
Bank of Texas June 2015 - Present
Texas Capital Bank November 2013 - May 2015
Wells Fargo Bank October 2010 - November 2013
Bank of America 2007 - 2009
JPMorgan Chase February 2002 - March 2006
JPMorgan Chase 1998 - 2002
JPMorgan Chase 1997 - 1998
Education
University of Houston
JPMorgan Chase April 2011 - Present
EI Systems June 2007 - April 2011
Education
University of Houston-Clear Lake 2006 — 2007
Master's Degree, Computer Science, 4.0
Hanoi University of Technology 1999 — 2004
Bachelor's Degree, Computer Science, 3.3
JPMorgan Chase 2004 - Present
Skills
Requirements Analysis, Data Warehousing, SDLC, Software Project..., Oracle, Data Modeling, ETL, SOA, Database Design, Requirements Gathering, Business Objects, C#, Informatica, Business Analysis, Enterprise Architecture, PL/SQL, Agile Methodologies, SSRS, Databases, Business Intelligence, Unix, SQL
Education
University of Houston 1999 — 2003
Bachelor of Science, Computer Science
UnitedHealthcare November 2009 - Present
JPMorgan Chase January 2009 - November 2009
Comcast Cable January 2005 - October 2008
Skills
Call Centers, PowerPoint, Banking, Mortgage Lending, Credit, Loans, Mortgage Banking, Underwriting, Loan Origination, Relationship Management, Risk Management, Credit Analysis, Financial Services, Financial Analysis, Portfolio Management, Customer Retention, Customer Satisfaction, Customer Service, Leadership, Process Improvement, HIPAA, Team Building, Telecommunications, Sales, Coaching, Performance Management, Employee Relations
Education
University of Houston 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
JPMorgan Chase October 2013 - Present
Chase April 2012 - October 2013
H.K. Captial Management June 2010 - September 2012
GLS Co October 2009 - April 2010
Equal Employment Opportunity Commission (EEOC) January 2009 - May 2009
Skills
Forecasting, Analysis, Access, Microsoft Excel, SAP, Process Improvement, Operations Management, Microsoft Office, Management, Customer Service, Budgets, Leadership, Outlook, Microsoft Word, Business Process..., Inventory Management, Data Analysis, PowerPoint, Financial Reporting
Education
University of Houston, C.T. Bauer College of Business 2007 — 2009
BBA, Supply Chain Management
Capital One June 2006 - Present
JPMorgan Chase June 2004 - June 2006
Bank One November 1996 - June 2004
Education
University of Houston-Clear Lake 1991 — 1992
BA, Marketing
Ocwen Financial Corporation January 2012 - Present
Ocwen Financial Corporation January 2012 - Present
Popular North America October 2008 - Present
Indirect Auto May 2002 - Present
Ocwen Financial Corporation - US January 2011 - July 2015
Banco Popular October 2008 - March 2010
Realty Associates January 2005 - October 2008
Chase Manhattan Corporation January 2000 - January 2005
JPMorgan Chase March 1996 - January 2005
Skills
Credit, Financial Analysis, Short Sales, Risk Management, Customer Service, Foreclosures, Loans, Real Estate, Analysis, Finance, Insurance, Leadership, Loss Mitigation, Microsoft Office, Mortgage Lending, Team Building, Process Improvement
Education
University of Houston 1981 — 1985
Communications
University of Houston
Bachelor of Arts
Eni Petroleum April 2013 - Present
Eni Petroleum August 2012 - November 2013
Wells Fargo Bank March 2007 - August 2012
JPMorgan Chase August 2000 - March 2007
Bank United Mortgage June 1998 - July 2000
Nations Bank September 1996 - June 1998
Freelance January 1994 - September 1996
Lehman Brothers June 1986 - August 1993
Manufactures Hanover Trust Bank March 1982 - May 1986
Skills
Cash Management, Financial Analysis, Banking, Microsoft Word, Cash Flow, Access, Accounts Payable, Loans, Accounts Receivable, Corporate Finance, Microsoft Excel, PowerPoint, Customer Service, Outlook, Microsoft Office, Accounting, Ms Words, Excell,..., Bank Reconciliation,..., Securities, Payments, SAP, GPS Applications, Billing/Invoices, Month end & Year end..., Spreadsheets, Generate Graphs, Vendor Qualifications, Money Market Securities,, Portfolio Performance..., Mutual Funds, Project Billing...
Education
University of Houston-Clear Lake 2006 — 2010
Bachelor of Science, Business Management
San Jancinto College 2000 — 2003
Associates of Art, Business Administration
Bay Ridge High School
High School Diploma, Business and Nursing
Halliburton November 2011 - Present
Halliburton January 2010 - October 2011
Halliburton October 2005 - December 2009
Litton Loan Servicing February 2005 - October 2005
JPMorgan Chase August 2003 - January 2005
Education
University of Houston 1999 — 2003
Bachelor of Business Administration (BBA), Accounting
University of Houston 1999 — 2003
Bachelor of Business Administration (BBA), Marketing
JPMorgan Chase March 1999 - December 2009
Skills
Mortgage Lending, Banking, Process Improvement, Payments, Credit, Commercial Banking, Loans, Team Building, Cash Management, Risk Management
Education
University of Houston, C.T. Bauer College of Business 1986 — 1989
Bachelor of Business Administration (BBA), Accounting
Ryan January 2013 - Present
JPMorgan Chase January 2008 - December 2012
JPMorgan Chase January 2005 - December 2007
Skills
Financial Analysis, Business Analysis, Management, Analysis, Financial Reporting, Accounting, Microsoft Office, Microsoft Excel, Data Analysis, Business Strategy, Loans, Leadership Development, New Business Development, Mortgage Lending, Finance, Banking
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
MBA, Business Administration; Finance
Zions Bancorporation November 2013 - Present
Capital One June 2008 - May 2013
JPMorgan Chase 2005 - 2008
University of Houston Small Business Development Center 2001 - 2005
JP Morgan Chase / Texas Commerce Bank January 1991 - December 2001
Skills
Loans, Credit, Credit Analysis, Portfolio Management, Commercial Lending, Banking, Commercial Banking, Small Business Lending, Credit Risk, Financial Analysis, Underwriting, Risk Management, Financial Services, Financial Modeling, Financial Risk, Finance, Asset Management, Real Estate Economics, Dual Risk Rating, Annual Asset Reviews, LIHTC, Loan Review, Financial Structuring
Education
University of Houston 1988 — 1990
MBA
University of Miami 1981 — 1985
BA
Texas Child Protective Service June 2006 - July 2009
JPMorgan Chase October 2002 - September 2005
Hewitt Associates April 2001 - June 2002
JPMorgan Chase April 2000 - April 2001
Education
University of Houston-Clear Lake 2010 — 2012
MBA/MHA, Business Administration/Healthcare Administration
University of Houston-Clear Lake 2006 — 2009
MS/BS Professional Accounting, Accounting with Information Systems Track
BBVA Compass October 2012 - Present
JPMorgan Chase August 2009 - October 2012
JPMorgan Chase September 2005 - January 2009
JPMorgan Chase April 2004 - September 2005
Skills
Investment Banking, Credit, Banking, Credit Analysis, Portfolio Management, Financial Analysis, Credit Risk, Commercial Lending, Commercial Banking, Mortgage Lending, Loan Origination, Small Business Lending, Finance, Underwriting, Consumer Lending, Fixed Income, Accounts Payable, Lines Of Credit, Loans, Risk Management
Education
University of Houston, C.T. Bauer College of Business 1998 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Banker's Toolbox April 2015 - Present
JPMorgan Chase October 2010 - April 2015
First Cash Financial Services September 2007 - September 2010
First Cash Financial Services March 2005 - September 2007
Skills
Sales Management, Sales Operations, Team Leadership, Retail Banking, Customer Satisfaction, Employee Training, Employee Engagement, Sales Process, Multi-Unit Management, Leadership, Lead Generation
Education
University of Houston 2002 — 2004
B.S., Psychology and Corporate Communications
BNY Mellon January 2015 - Present
BNY Mellon October 2012 - December 2014
Wells Fargo Bank June 2007 - October 2012
JPMorgan Chase July 2004 - June 2007
JPMorgan Chase June 2002 - June 2004
Skills
Investments, Finance, Business Development, Structured Finance, Portfolio Management, Financial Modeling, Securities, Accounting, Leadership, Financial Analysis, Management, Financial Risk, CRM, Asset Management, Fixed Income
Education
University of Houston, C.T. Bauer College of Business
BBA, Finance and Management
GC Services July 2012 - Present
JPMorgan Chase April 2008 - April 2012
Constellation Energy July 2007 - January 2008
Skills
Outlook, Access, Financial Analysis, General Ledger, Accounting
Education
University of Houston, C.T. Bauer College of Business 2007 — 2012
Bachelor of Science (BS), Accounting
Wells Fargo May 2005 - Present
Wells Fargo Advisors May 2005 - August 2006
JPMorgan Chase 2005 - 2006
Skills
Access, Analysis, Risk Management, Microsoft Excel, Data Analysis, Financial Analysis, Energy, VBA, Microsoft Office, Visio, Process Improvement, Project Management, Asset Managment, Finance, Financial Modeling, Natural Gas, Project Planning, Asset Management, MS Project
Education
University of Houston, C.T. Bauer College of Business 1998 — 2003
Bachelor of Business in Finance, Finance
Mercuria Energy Trading S.A. October 2014 - Present
JPMorgan Chase March 2013 - October 2014
Chevron January 2011 - March 2013
Chevron December 2009 - January 2011
Chase January 2007 - December 2009
Skills
SAP BW, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, SAP, Banking, Athena, Endur
Education
University of Houston 2005 — 2009
Bachelor of Business Administration (BBA), Finance in the Global Energy Management Track
ABM June 2013 - Present
DHL April 2012 - January 2013
JPMorgan Chase February 2010 - April 2012
Capital One March 2008 - February 2010
First American National Default Title Services April 2006 - August 2007
JPMorgan Chase September 2003 - January 2006
Skills
Credit, Credit Analysis, Loans, Banking, Credit Risk, Mortgage Lending, Risk Management, Commercial Banking, Portfolio Management, Financial Analysis, Cash Management, Finance, Financial Risk, Commercial Lending, Underwriting, Loan Origination, Credit Cards, Consumer Lending, Small Business Lending, Customer Service, Refinance, Auditing
Education
University of Houston
Bachelor of Business Administration (BBA), Finance, General
Four Wheels Auto Sales July 2010 - Present
Harris County Corrections March 2008 - January 2010
JPMorgan Chase March 1995 - October 2006
Education
University of Houston 1965 — 1974
Bachelor of Science (BS), Mathematics
Consolided Tech Support
JPMorgan Chase December 1996 - Present
Skills
Investments, Retirement Planning, Mutual Funds, Financial Analysis, Banking, Equities, Strategic Financial..., Portfolio Management, Financial Services, Credit, Wealth Management, Securities, Mortgage Lending
Education
University of Houston 1984 — 1989
Bachelor of Science (BS), Business Administration and Management, General
Shell October 2014 - Present
Shell Oil Company November 2012 - October 2014
JPMorgan Chase January 2007 - November 2012
Washington Mutual August 2005 - January 2007
First National Bank Texas March 2003 - August 2005
BBVA Compass December 2001 - February 2003
Skills
Risk Management, Banking, Financial Analysis, Credit Analysis, Portfolio Management, Credit, Credit Risk, Financial Modeling, Financial Risk, Financial Accounting, Cash Management, Corporate Finance, Finance, Investment Banking, Loans, Strategic Financial..., Treasury Management, Valuation, Customer Service, Financial Planning
Education
University of Houston, C.T. Bauer College of Business 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
J.P. Morgan November 2010 - Present
JPMorgan Chase September 2008 - November 2010
Washington Mutual February 2004 - September 2008
Education
University of Houston, C.T. Bauer College of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Houston 2005 — 2008
Bachelor of Business Administration (B.B.A.)
University of Houston-Downtown 2003 — 2005
JPMorgan Chase January 2009 - Present
Nordstrom May 2005 - October 2008
Education
University of Houston, C.T. Bauer College of Business 2000 — 2005
Bachelor of Business Administration (B.B.A.), Marketing International Business
JPMorgan Chase February 2012 - Present
JPMorgan Chase May 2010 - February 2012
JPMorgan Chase January 2007 - May 2010
JPMorgan Chase February 2006 - January 2007
Chase Bank December 2004 - February 2006
Skills
Account Reconciliation, Accounting, Analysis, Banking, Financial Services, Internal Audit, Investments, Loans, Management, Portfolio Management
Education
University of Houston
Bachelor of Business Administration, Finance
JPMorgan Chase October 2010 - Present
Education
University of Houston, C.T. Bauer College of Business 2002 — 2008
Bachelor of Science (BS), Accounting and Finance
Elsik High School 1999 — 2002
High School Certificate