JPMorgan Chase
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JPMorgan Chase & Co. is the sixth-largest bank in the world by total assets ($2,533.60 B). wikipedia.org
JPMorgan Chase List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at JPMorgan Chase. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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JPMorgan Chase Employees
Optiv Security April 2014 - Present
Symantec January 2012 - December 2013
Compellent Technologies January 2010 - January 2011
Forsythe Solutions Group, Inc. April 1997 - January 2010
JPMorgan Chase March 1995 - April 1997
Northfield Farms June 1992 - February 1995
Skills
Enterprise Software, Management, Business Development, Solution Selling, Salesforce.com, SaaS, Information Technology, Sales Process, Cloud Computing, Channel Partners, Direct Sales, Professional Services, Strategic Partnerships, Account Management, Selling, Partner Management, Sales Management, CRM, Lead Generation, Sales Operations
Education
University of Iowa
BA Economics
Allstate September 2015 - Present
JPMorgan Chase April 2013 - August 2015
Raintree Apartments 2012 - April 2013
Skills
Customer Service, Management, Microsoft Office, Sales, Marketing, Strategic Planning, Outlook, Leadership, Portfolio Management, Time Management, PowerPoint, Financial Analysis, Sales Management, Team Building
Education
University of Kentucky 2009 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Guaranteed Rate September 2013 - Present
Wells Fargo Home Mortgage December 2012 - September 2013
JPMorgan Chase January 2012 - December 2012
Skills
Access, Construction Loans, New Home Construction, Jumbo Mortgage, Bond Markets, Loan Origination, Excel, Word, PowerPoint, Mac OS X, PC, intermediate spanish, Strategic Financial..., FHA, Mortgage Lending, Financial Analysis, Risk Management, Microsoft Excel, Finance
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
BS, Business Economics
Nodaway Valley High School 2003 — 2007
High School Diploma, General Studies
American Heart Association American Stroke Association July 2014 - Present
American Heart Association January 2011 - June 2014
American Cancer Society July 2007 - January 2011
JPMorgan Chase May 2006 - June 2007
Skills
Fundraising, Event Planning, Non-profits, Marketing, Public Speaking, Volunteer Management, Event Management, Marketing Communications, Strategic Planning, Community Outreach, Building Relationships, Philanthropy, Leadership, Sales, Budgets, Team Building, Project Management, Leadership Development, Nonprofits
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2006
Marketing
PreScouter, Inc. June 2015 - Present
PreScouter, Inc. November 2014 - Present
Geofeedia March 2014 - September 2014
JPMorgan Chase April 2012 - March 2014
JPMorgan Chase June 2011 - March 2012
Skills
Sales, Leadership, Customer Service, Marketing Strategy, Sales & Marketing..., Salesforce.com, SaaS, Cold Calling, Lead Generation, Inside Sales, Solution Selling, Information Technology, Team Leadership, Marketing, CRM, Long-term Customer..., Digital Strategy, New Business Development, Financial & Operational...
Education
University of Iowa 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Red Rocks Church January 2013 - Present
Northern Colorado Youth For Christ August 2011 - April 2013
Youth For Christ/USA July 2012 - January 2013
Precision Midwest March 2010 - July 2012
JPMorgan Chase October 2009 - March 2010
City of Iowa City April 2007 - August 2009
Skills
Social Media, Marketing, Event Planning, Facebook, Software, Management, Leadership, Time Management, Faith, Business, Social Media Marketing, Microsoft Office, Microsoft Excel, PowerPoint, Marketing Strategy, Volunteer Management, Fundraising, Training, Social Networking, Nonprofits, Community Outreach, Organization, Video Editing, Film Production, Graphic Design, Adobe Creative Suite, Final Cut Pro, Photoshop, Illustrator, Premiere, Public Speaking, Leadership Development
Education
University of Iowa 2004 — 2009
Bachelor's of Arts, Indepartmental Studies - Emphasis in Business
University of Iowa 2004 — 2009
Bachelor of Arts (B.A.), Business/Commerce, General
Citi March 2015 - Present
JPMorgan Chase January 2013 - February 2015
JPMorgan Chase September 2010 - December 2012
JPMorgan Chase January 2009 - September 2010
Skills
Loans, Commercial Lending, Small Business Lending, Commercial Banking, Credit, Lines Of Credit, Business Relationship..., Credit Analysis, Banking, Start-ups, Cash Management, Relationship Management, Loan Origination, Series 7, Consumer Lending, Treasury Management, Credit Risk, Commercial Mortgages, Refinance, SBA, Building Relationships, Merchant Services, Life Insurance, Retail Banking, Financial Services, Private Banking
Education
University of Kentucky 2002 — 2008
BS, Economics and Finance
Lexington Catholic High School 2002 — 2003
Midland High School 1999 — 2001
Highmark Health November 2014 - Present
Capgemini August 2014 - November 2014
Wells Fargo August 2014 - November 2014
Cognizant Technology Solutions July 2010 - August 2014
Cigna May 2014 - 2014
Kaiser Permanente 2012 - 2013
Wells Fargo January 2012 - May 2012
Wells Fargo February 2011 - January 2012
JPMorgan Chase July 2010 - February 2011
IBM December 2009 - July 2010
Skills
Pega PRPC, J2EE Application..., Weblogic, Oracle, Java Enterprise Edition
Education
Berhampore Krishnath College School 2007 — 2009
HS, Science
University of Kalyani 2000 — 2004
Bachelor of Technology (B.Tech.), Mechanical Engineering
JPMorgan Chase September 2013 - Present
Verizon Wireless June 2009 - April 2013
Gap Inc. June 2005 - May 2011
University of Kentucky July 2005 - May 2009
Education
University of Kentucky 2004 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Northern Trust Corporation April 2014 - Present
JPMorgan Chase January 2011 - March 2014
JPMorgan Chase September 2009 - December 2010
JPMorgan Chase August 2008 - September 2009
Jeffrey W. Krol & Associates, Ltd. December 2006 - January 2008
Skills
Banking, Sales, Management, Customer Service, Sales Management, Team Leadership, Analysis, Coaching, Investments, Customer Satisfaction, Marketing, Business Development, Loans, Networking, Employee Management, Customer Retention, Account Management, Team Management, Series 6, Effective Meetings, Problem Solving, Hedge Funds, Client Relations, Client Development
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
Finance, Entrepreneurship
Weber Shandwick September 2015 - Present
Story Partners June 2014 - August 2014
NBC News June 2013 - August 2013
JPMorgan Chase May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, HTML, Negotiation, Editing
Education
University of Iowa 2012 — 2015
Bachelor’s Degree, Communications
Glenbard West High School
JPMorgan Chase March 2014 - Present
Chase September 2005 - March 2014
National City Bank March 2000 - September 2005
LaSalle Bank N.A. 1998 - 2000
American National Bank May 1995 - November 1998
Skills
Credit, Commercial Lending, Commercial Banking, Cash Management, Underwriting, Treasury Management, Small Business Lending, Portfolio Management, Loans, Financial Modeling, Financial Analysis, Finance, Credit Risk, Credit Analysis, Corporate Finance, Banking
Education
University of Iowa 1990 — 1995
Business, Finance
University of Iowa - Henry B. Tippie College of Business 1990 — 1995
Bachelor of Science (B.S.)
JPMorgan Chase June 2014 - Present
JPMorgan Chase June 2013 - August 2013
University of Kentucky January 2013 - May 2013
Follett Higher Education Group August 2011 - December 2012
Skills
Teamwork, Microsoft Office, Communication Skills, Positivity, Organization, Time Management, Commercial Banking, Financial Analysis, Credit Analysis, Leadership, Customer Service, Merchandising, Social Networking, Social Media Marketing, Communication, Finance, Facebook, Public Speaking, Microsoft Word
Education
University of Kentucky 2010 — 2014
Bachelor of Science (B.S.), Accounting
Benet Academy
Benet Academy
JPMorgan Chase April 2013 - Present
JPMorgan Securities LLC October 2012 - Present
JPMorgan Chase Bank January 1995 - Present
Skills
Commercial Banking, Credit Analysis, Loans, Mergers & Acquisitions, Credit, Investment Banking, Commercial Lending, Portfolio Management, Middle Market, Corporate Finance, Capital Markets, Asset Based Lending, Relationship Management, Financial Services, Cash Management, New Relationship...
Education
University of Iowa - Henry B. Tippie College of Business 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance
Software Information Systems, LLC Director Project Management OfficeSoftware Information Systems, LLCOctober 2013 - Present
Software Information Systems, LLC February 2012 - Present
Software Information Systems, LLC March 2013 - October 2013
JP Morgan Chase April 2010 - February 2012
JPMorgan Chase May 2006 - April 2010
Lexmark December 2003 - May 2006
Osram Sylvania 1998 - 2001
Skills
Requirements Analysis, PMO, User Acceptance Testing, Business Analysis, Business Process Design, Requirements Gathering, Software Project..., Mortgage Banking, SharePoint, Workflow, Testing, Pre-sales, Visio, MS Project, Software Documentation, Project Management, Financial Services, Risk Management, Program Management, Analysis, Process Improvement, SDLC, IT Strategy, Vendor Management, Management, Microsoft Project
Education
University of Kentucky 1999 — 2003
Bachelor of Science, Computer Science
Vanderbilt University 1995 — 1996
Paris High School 1991 — 1995
Commonwealth Diploma, College Prep
PNC December 2011 - Present
JPMorgan Chase November 2005 - December 2011
Education
University of Iowa 1996 — 2000
bachelors, Business Administration-Marketing
TrinSoft, LLC May 2011 - Present
JPMorgan Chase Bank November 2008 - September 2010
JPMorgan Chase September 2007 - November 2008
Northwestern Mutual Financial Network January 2007 - May 2007
Skills
Microsoft Dynamics, Document Management, Financial Analysis, Finance, Great Plains Software, Project Management, Strategic Planning, Microsoft Dynamics NAV, Microsoft Office, Business Process..., Business Process, Customer Service, Leadership, Consulting, Microsoft Excel, CRM, Sales, Workflow Management, Microsoft SQL Server, Microsoft Dynamics NAV..., Management, Public Speaking, Microsoft Dynamics GP
Education
Xavier University 2010 — 2011
MBA, Accounting
University of Kentucky 2003 — 2007
BBA, Economics
Vienna University of Economics 2006 — 2006
JPMorgan Chase May 2014 - August 2014
University of Kentucky January 2014 - May 2014
Robinson and Havens, PSC May 2012 - May 2014
Skills
Leadership, Client Relations Skills, Public Speaking, Time Management, Organizational Structure, Microsoft Office, Priority Management, Highly detail oriented, High Availability, Culture Change, High Achiever, Analysis
Education
University of Kentucky 2011 — 2015
Bachelor of Science (B.S.), Accounting
University of New South Wales 2013 — 2013
Cortland Capital Market Services LLC February 2015 - Present
JPMorgan Chase September 2013 - February 2015
JPMorgan Chase November 2012 - September 2013
JPMorgan Chase November 2010 - November 2012
Skills
Mortgage Lending, Mortgage Origination, Mortgage Servicing, Mortgage Underwriting, Residential Mortgages, VA loans, Government Loans, First Time Home Buyers, Purchase Contracts, Customer Acquisition, Public Relations, Online Marketing, Marketing, Partner Management, Account Management, Credit, Banking, Sales, Customer Service
Education
University of Kentucky 2004 — 2009
Bachelor's, English, 3.0 GPA
New Trier High School 2000 — 2004
JPMorgan Chase September 2000 - Present
Skills
Mortgage Lending, Loans, FHA, Residential Mortgages, Mortgage Banking, Banking, Refinance, Loan Origination, USDA, VA loans, Consumer Lending, Credit Analysis, FHA financing, Credit, Commercial Lending
Education
Leadership Souther Indiana
Leadership Souther Indiana
University of Kentucky
Bachelor of Science, Biology
JPMorgan Chase December 2012 - Present
Home Lending Source January 2011 - December 2012
VanDyk Mortgage March 2010 - January 2011
First Liberty Financial Mortgage May 2009 - March 2010
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, FHA, Refinance, Loan Origination, USDA, Residential Mortgages, VA loans, Underwriting, Banking, FHA financing, First Time Home Buyers, Investment Properties, Reverse Mortgages
Education
University of Louisville 2008 — 2009
Bachelor of Science (B.S.), Accounting
University of Kentucky 2005 — 2008
Pre-Vet, Accounting
Valley National Bank August 2015 - Present
Financial Consulting Strategies LLC November 2013 - June 2015
TD May 2013 - November 2013
JPMorgan Chase January 2012 - April 2013
X-stream Harverst March 2011 - August 2011
Door of Hope Children's Mission March 2010 - March 2011
Skills
Accounting, Finance, Banking, Financial Reporting, Credit, Customer Service, Auditing, Microsoft Excel, Account Reconciliation, Microsoft Office, Microsoft Word, Retail Banking, Strategic Financial..., Financial Statements
Education
University of South Africa/Universiteit van Suid-Afrika 2010 — 2013
Bachelor's degree, Accounting
University of Johannesburg 2004 — 2006
Bachelors of Arts, Theology/Theological Studies
Wells Fargo April 2014 - Present
JPMorgan Chase September 2011 - April 2014
Associated Bank 2005 - September 2011
American National Bank (JP Morgan) 1999 - 2005
Chase 1999 - 2005
Bank One 1999 - 2005
Education
University of Iowa 1994 — 1998
Salesforce July 2015 - Present
salesforce.com October 2013 - Present
JPMorgan Chase July 2012 - October 2013
JPMorgan Chase July 2011 - June 2012
Short's Burger and Shine August 2008 - June 2011
University of Iowa January 2011 - May 2011
Northwestern Mutual April 2010 - August 2010
Skills
Sales, Salesforce.com, Customer Service, Valuation, Banking, Social Media, Sports, Leadership, Sales Process, Asset Managment, Financial Analysis, CRM, Lead Qualification, Financial Modeling, Microsoft Excel, Economics, SaaS, Enterprise Software, Finance, Management, Financial Services, Coaching, Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
BBA, Finance
CDCG March 2014 - Present
Saybrook Community Capital March 2006 - Present
JPMorgan Chase 2001 - 2005
Education
University of Iowa - Henry B. Tippie College of Business 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Stonegate Mortgage Corporation (NYSE: SGM) January 2015 - Present
JPMorgan Chase June 2012 - December 2014
JPMorgan Chase September 2003 - June 2012
Skills
FHA, Business Planning, Finance, Loan Origination, Mortgage Banking, Mortgage Lending, Mortgage Marketing, Management, Credit, Credit Analysis, FHA Financing, FHA financing, First Time Home Buyers, Loans, Refinance, Residential Mortgages, VA loans
Education
University of Iowa 1997 — 2002
Bachelor's degree, Finance
J.P. Morgan Asset Management July 2013 - Present
J.P. Morgan Asset Management January 2012 - July 2013
J.P. Morgan Asset Management April 2010 - December 2011
JPMorgan Chase May 2009 - April 2010
Skills
Series 7, Series 63, Investments, Mutual Funds, Equities, Asset Allocation, Financial Analysis, Bloomberg, Alternative Investments, Separately Managed..., Securities, Fixed Income, Consultative sales..., Presentation skills, Investment Management, Economic Knowledge, Mutual Fund Competitive..., Fiduciary, Relationship management, 529 Plans, ETFs, Retirement
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Jefferson National March 2011 - Present
CMG Capital Management Group, Inc. August 2010 - March 2011
Jefferson National May 2007 - September 2010
JPMorgan Chase 2005 - 2007
Wachovia Bank 2002 - 2005
PR Newswire 2000 - 2002
Skills
Asset Management, Mutual Funds, Alternative Investments, Sales Operations, Investments, Finance, Wealth Management, Series 63, Retirement Planning, Asset Allocation, Investment Advisory
Education
University of Kentucky 1996 — 2000
B.S., Communications
Ballard
EWI March 2014 - Present
Weight Watchers March 2005 - January 2014
JPMorgan Chase March 1995 - March 2005
Skills
Business Development, Building Relationships, Leadership, Communication, New Business Development, Fundraising, Project Management
Education
University of Kentucky
JPMorgan Chase January 2012 - Present
J.P. Morgan Chase September 2010 - December 2011
JPMorgan Chase July 2009 - September 2010
Skills
Microsoft Access..., Microsoft Excel, PowerPoint, Visio, Microsoft Office, Microsoft Word, Team Leadership, Account Management, Call Centers, Leadership, Quality Assurance, Loans, Risk Management, Process Improvement, Commercial Banking, Business Analysis
Education
University of Louisville 2002 — 2004
Business, Management, Marketing, and Related Support Services
University of Kentucky 1997 — 2002
Associate's degree, Business Administration and Management, General
JPMorgan Securities December 2012 - Present
JPMorgan Chase March 2012 - December 2012
JPMorgan Chase July 2010 - March 2012
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2017
Master of Business Administration (MBA), Finance
University of Iowa 2006 — 2010
Bachelor of Arts (B.A.), Communication Studies
Clarke Mosquito Control July 2011 - Present
Claire sprayway manufacturing May 2010 - June 2011
Personal Women's Healthcare September 2004 - July 2010
JPMorgan Chase December 1992 - March 1999
Skills
ADP WorkForceNow, ADP Time and Attendance, ADP Payroll, Garnishments, Everify, FMLA, Payroll, Paylocity payroll..., Outlook
Education
University of Iowa 1988 — 1992
B.S., Psychology and Business
JPMorgan Chase October 2007 - July 2014
JPMorgan Chase January 2003 - October 2007
Bank One January 2001 - January 2003
Bank One January 1999 - January 2001
Skills
Process Improvement, Forecasting, Business Objects, Banking, Financial Analysis, Risk Management, Customer Relations, Excel, Customer Service, Vendor Management, Operations Management, SAS, Marketing Strategy, Client Services, Analytics, Direct Marketing, Cross-functional Team..., Business Analysis, Access, Planning, PowerPoint, Research, Strategic Planning, Data Analysis, Microsoft Office, Problem Solving, Team Leadership, Documentation, Analysis, Call Center
Education
University of Kentucky 1991 — 1995
Bachelor of Science, Advertising
TIAA-CREF June 2014 - Present
Key Private Bank June 2011 - July 2014
Fifth Third Securities February 2009 - June 2011
JPMorgan Chase March 1997 - February 2009
Skills
Series 7, Portfolio Management, Wealth Management, Asset Allocation, Wealth Management..., High Net Worth..., Investment Advisory, Asset Managment, Investment Strategies, Financial Advisory, Financial Markets, Investment Management, Fixed Annuities, Mutual Funds, Alternative Investments, Asset Management, Series 63, Investments, Securities, Fixed Income, Retirement Planning, Private Banking, Loans, Financial Services, Commercial Lending, Commercial Banking, Strategic Financial..., Hedge Funds, Estate Planning, Credit, Banking, Equities, Relationship Management, Bonds, Finance, Financial Analysis, Trading, Risk Management, Credit Analysis, Wealth, Financial Planning
Education
The Ohio State University 1993 — 1996
B.S., Financial Management
University of Kentucky 1991 — 1993
Biology and Economics
Upper Arlington High School
JPMorgan Chase April 2013 - Present
Nationwide Insurance August 2011 - Present
MILVETS Systems Technology, Inc. October 2010 - September 2011
Async-Nu Microsystems Inc. August 2007 - October 2010
MILVETS Systems Technology, Inc. 2007 - 2010
ComputAbilities January 2001 - September 2007
Maryland State Library for the Blind and Physically Handicapped 2006 - 2007
Skills
AT Tester, AT Trainer, Applications Training, Web Standards, Applications, Accessibility, Usability Testing, User Experience, Web Development, Information Architecture, Section 508, HTML, User Interface Design, WCAG, Usability Engineering, Program Management, User-centered Design, Usability, Testing, XHTML, Leadership, Quality Assurance, Human Computer..., Web Applications, Management, Agile Methodologies, Interaction Design, Wireframes, Mobile Applications, User Experience Design, CSS, HTML 5, Web 2.0, Web Project Management, HTML5
Education
University of Kentucky 1992 — 1995
Communications, Computer Information Systems
Grace Trading 2011 - Present
JPMorgan Chase 2010 - 2011
MetLife Securities 2008 - 2010
Edward Jones 2006 - 2008
Skills
Technical Analysis, Market Profile, Investments, Trading, Futures, Equities, Financial Markets, Fixed Income, Portfolio Management, Financial Analysis, Capital Markets, Financial Modeling, Quantitative Finance, Derivatives, Bloomberg, Securities, Options, Risk Management, Asset Management
Education
University of Kentucky 2002 — 2007
Bachelor of Science (BS)
Borger High School
JPMorgan Chase July 2011 - Present
Hilliard Lyons January 2010 - May 2010
Chiro One Wellness Center October 2008 - October 2009
A.G. Edwards & Sons, Inc. May 2006 - August 2007
Skills
Banking, Financial Analysis, Portfolio Management, Microsoft Office, Sales, Investments, Microsoft Word, Marketing, Financial Modeling, Accounting, Strategic Financial..., Series 63, Social Media, Account Management
Education
University of Kentucky 2006 — 2011
BA, Economics and Business
Discover Financial Services June 2015 - Present
JPMorgan Chase April 2014 - June 2015
Wintrust Financial Corporation October 2012 - April 2014
JPMorgan Chase June 2011 - October 2012
Sirva Inc. May 2010 - August 2010
Skills
Investments, Bloomberg, Financial Analysis, Finance, Portfolio Management, Risk Management, Corporate Finance, Credit, Microsoft Excel, Banking, Capital Markets, Due Diligence
Education
University of Iowa 2007 — 2011
Bachelor's of Business Administration, Finance, General
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase November 2005 - Present
JPMorgan Chase November 1999 - November 2004
Kentucky State Government May 1995 - August 1999
Skills
Loans, Financial Analysis, Risk Management, Analysis, Financial Reporting, Process Improvement, Customer Service, Microsoft Excel, Microsoft Office, Management, Team Building
Education
University of Kentucky 1995 — 1999
Finance
Santander Consumer USA/Chrysler Capital November 2014 - Present
Santander Consumer USA Inc./Chrysler Capital July 2013 - Present
Santander Consumer USA Inc. August 2008 - July 2013
HSBC August 2008 - March 2010
ADESA April 2002 - April 2008
JPMorgan Chase March 2000 - June 2002
GE Capital 1998 - 2000
Skills
New Business Development, Account Management, Credit, Sales Management, Sales, Team Leadership, Customer Service, Negotiation, Customer Satisfaction, Team Building, Automotive, Marketing, Automobile, Forecasting, Strategic Planning
Education
Benedictine University - MBA
University of Iowa - Henry B. Tippie College of Business
BS, Marketing
Singapore American School
CareerBuilder.com April 2014 - Present
PNC September 2013 - March 2014
JPMorgan Chase April 2012 - September 2013
JPMorgan Chase May 2011 - April 2012
JPMorgan Chase May 2010 - May 2011
Midwest One Bank 2006 - 2010
Skills
Banking, Finance, Sales, Customer Service, Consumer Lending, Investment Banking, Leadership, Management, Investments, Loans, Relationship Management, Commercial Lending, Credit, Financial Analysis, Retail Banking, Commercial Banking, Small Business Lending, Cross Selling, Loan Origination, Series 63, Private Banking, Investment Brokerage, Mutual Funds, Cash Management, Series 6, SaaS, Critical Thinking, Sales Process, Cross-functional...
Education
University of Iowa 2005 — 2010
Bachelor of Arts (BA), Sociology
University of Iowa 2005 — 2010
Protiviti May 2015 - Present
JPMorgan 2010 - May 2015
Thrivent Financial 2008 - 2009
JPMorgan Chase 2007 - 2008
Skills
Finance, Banking, Financial Services, Credit, Series 24, High Net Worth..., Series 7, Series 63, Series 66, Investments, Series 6, Private Banking, Investment Management, Investment Advisory, Retail Banking, Manage Client..., Account Management, Team Management, Management, Service Management, Customer Service, Personal Finance, Business Development, Team Building, Team Leadership, Team-oriented, FINRA, Foreign Exchange, Alternative Investments, Portfolio Management
Education
University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration (B.B.A.), Finance
Salient Partners February 2014 - Present
Salient Partners January 2011 - January 2014
Salient Partners November 2009 - February 2011
Salient Partners August 2008 - November 2009
JPMorgan Chase July 2007 - July 2008
JPMorgan Chase January 2007 - July 2007
JPMorgan Chase July 2006 - January 2007
JPM Asset Management May 2005 - August 2005
Skills
Salesforce.com, Salesforce.com..., Salesforce Training, Salesforce.com..., Series 7, Alternative Investments, Financial Modeling, Investment Advisory, Portfolio Management, Financial Analysis, Wealth Management, Marketing, Mutual Funds, Investment Strategies, Asset Management, Hedge Funds, Sales Operations, Strategic Financial..., Investment Management, Leadership, Management, Due Diligence
Education
University of Kentucky 2002 — 2006
BBA, Finance and International Business
Olentangy High School 1998 — 2002
JPMorgan Chase January 2014 - Present
JPMorgan Chase April 2012 - January 2014
Sentry Insurance August 2010 - April 2012
The University of Iowa August 2009 - August 2010
Northwestern Mutual January 2009 - May 2009
Skills
Financial Analysis, Data Analysis, Microsoft Office, Risk Management, Analysis, Banking
Education
University of Iowa
Bachelor of Science, Economics
HD Supply, San Diego, CA October 2006 - Present
HD Supply, San Diego, CA 2010 - 2011
HD Supply, San Diego, CA 2006 - 2009
JPMorgan Chase 2003 - 2006
Checkfree Corporation, Dublin, OH 2001 - 2002
National Electronics Warranty, Sterling, VA 2000 - 2001
Columbia Energy Group, Herndon, VA 1997 - 2000
Kentucky Geological Survey, Lexington, KY 1994 - 1996
Skills
Process Improvement, Cross-functional Team..., Program Management, Customer Journey Mapping, Leadership, Project Management, Forecasting, Change Management, Operations Management, New Business Development, Sales Management, Competitive Analysis, Customer Experience..., Solutions Design, Build Consensus, Motivate Teams, Influence Teams, Lean Six Sigma, Financial Planning, Budget Management, Business Analysis, Data Analysis, Performance Benchmarking, Self Starter, Entrepreneur, Turn Around Management, B2B, Strategic Planning, Client Presentation, Communication
Education
University of Kentucky 1992 — 1994
Master’s Degree, Environmental Science
Chase August 2015 - Present
TCF Bank January 2015 - August 2015
The Federal Savings Bank November 2014 - January 2015
Pulaski Bank April 2014 - November 2014
BMO Harris Bank September 2013 - April 2014
Wells Fargo Home Mortgage February 2013 - September 2013
JPMorgan Chase April 2003 - February 2013
JPMorgan Chase April 2001 - April 2003
Service Merchandise October 1993 - January 2001
Skills
Management, Loan Origination, Customer Service, Mortgage Lending, Loans, FHA, Sales, Mortgage Banking, Small Business Lending, Real Estate Economics, Strategic Financial..., Retail, Financial Services, Banking, Refinance, Residential Mortgages, New Business Development, Business Development, Investment Properties, Foreclosures, Credit, Credit Analysis, Operations Management, First Time Home Buyers, Training, Equities, Commercial Banking, Process Improvement, Finance, Sales Management, Leadership, Commercial Lending
Education
University of Iowa
Bachelor of Arts (BA), Political Science
Humana June 2012 - Present
Cardinal Health November 2011 - June 2012
Pacific Pulmonary Services June 2008 - November 2011
JPMorgan Chase November 2005 - April 2008
Skills
Talent Acquisition, Onboarding, Recruiting, College Recruiting, Sourcing, Interview Preparation, Behavioral Interviewing, Applicant Tracking..., Strategic Sourcing, Mock Interviews, Telephone Interviewing, Negotiation, Social Networking, Networking, Hiring, Time Management, Leadership, Temporary Placement, Internet Recruiting, Sales, Interviews, Taleo, Recruitment Advertising, Customer Service, Resume Writing
Education
University of Kentucky 2004 — 2008
BA, Psychology
Jeffersontown High School
The Advisory Board Company March 2013 - Present
The Advisory Board Company April 2012 - March 2013
The Advisory Board Company March 2011 - March 2012
JPMorgan Chase June 2010 - March 2011
Skills
Data Analysis, Analysis, Healthcare Information..., Microsoft Excel, Healthcare, Financial Analysis, Strategic Planning, Managed Care, Project Management, Process Improvement
Education
University of Iowa 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Scoppechio March 2015 - Present
Encompass Develop, Design & Construct January 2014 - September 2014
JPMorgan Chase April 2011 - January 2014
Toys R Us September 2010 - January 2011
Payless ShoeSource 2008 - 2010
Skills
Customer Service, Customer Satisfaction, Customer Retention, Auditing, Cash Management, Cash Handling Experience, Goal Setting, Exceed Sales Goals, Team Leadership, Team Building, Management, Schedules, Communication Skills, Compliance, Finance, Account Reconciliation, Accounting, Budgets, Microsoft Excel, Accounts Payable, PowerPoint, Microsoft Office, Time Management, Data Entry, Forecasting, Teamwork, Inventory Management, Banking, Sales, Outlook, Microsoft Word, Process Improvement, Accounts Receivable, Invoicing, Analytics, Payments, Leadership, Access, Financial Accounting
Education
University of Louisville 2015 — 2016
Master of Accountancy, Accounting
University of Louisville 2012 — 2014
Certificate Program in Accounting, Accounting
University of Kentucky 2006 — 2010
Bachelor of Science (B.S.), Psychology
Eastern 2002 — 2006
Mathematics, Mathematics
JPMorgan Chase July 2013 - Present
JPMorgan Chase October 2010 - June 2013
Fifth Third Bank November 2008 - October 2010
Education
University of Iowa 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Bank of America September 2015 - Present
JPMorgan Chase February 2011 - September 2015
JPMorgan Chase November 2009 - February 2011
JPMorgan Chase July 2005 - October 2009
Skills
Commercial Lending, Banking, Cash Management, Small Business Lending, Investment Banking, Retail Banking, Investments, Mutual Funds, Credit Risk, Customer Service, Financial Analysis, Relationship Management, Sales Management, Management, Portfolio Management
Education
University of Iowa 1998 — 2002
Ascension Health August 2013 - Present
JPMorgan Chase August 2012 - 2013
The University of Iowa August 2010 - August 2012
Skills
Finance, Customer Satisfaction, Customer Service, Marketing, Sustainability, People Skills, People-oriented, Leadership, Team Leadership, Organization, Fast-paced, Energetic team player, Intelligence, Positive Can-do Attitude
Education
University of Iowa 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Marketing
University of Iowa
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Brite Energy June 2014 - Present
Verengo Solar September 2013 - March 2014
GCL Solar Energy, Inc. November 2010 - September 2013
UPC Solar April 2008 - December 2009
Denali Capital July 2004 - May 2007
U.S. Bank May 2003 - January 2004
JPMorgan Chase June 2002 - May 2003
Skills
Renewable Energy, Structured Finance, Finance, Project Finance, Solar Energy, Cleantech, Photovoltaics, Energy, Financial Modeling, Alternative Energy, Due Diligence, Valuation, Corporate Finance, Energy Efficiency, Private Equity, Mergers & Acquisitions
Education
University of Iowa
Bachelor of Business Administration (BBA), Finance
Banking, business Development, Non Profits October 2014 - 2014
BB&T 2004 - 2010
First Security Bank &Trust 1986 - 2004
JPMorgan Chase 1985 - 2004
Skills
Public Relations, Business Development, Sales Management, Business Networking, Non-profit..., Microsoft Office, Customer Service, Management, Strategic Planning, Wealth Management, Sales, Banking, Risk Management, Relationship Management, Marketing, Portfolio Management, Public Speaking
Education
University of Kentucky
JPMorgan Chase June 2013 - Present
Ameritas Group May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Salesforce.com, Leadership, Social Media, Teamwork, Customer Satisfaction, Social Networking, Event Planning
Education
University of Iowa 2010 — 2014
B.B.A, Finance, Junior
Alltech February 2012 - Present
JPMorgan Chase March 2002 - May 2010
CND 1997 - 2000
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Customer Service, Microsoft Word, Administrative..., Management, Lotus Notes, Project Management, Process Improvement, Data Analysis, Event Planning, Budgets, Research, Access, Leadership, Time Management, Teamwork, Visio
Education
University of Kentucky 1995 — 1997
Lexington Beauty College 1996 — 1996
Nail Technician License
JPMorgan Chase July 2014 - Present
Skills
SAS, SAS E-Miner, Data Analytics, Economic Modeling, Data Mining, Statistics, Analytics, Data Analysis, Stata, R, Statistical Modeling, Matlab, Academic Writing, Econometrics, Fortran, Labor Market, Learning Analytics, Programming, Decision Analysis, Statistical Software, Microsoft Office, Analysis
Education
Western University 2009 — 2015
Doctor of Philosophy (PhD), Economics
The University of Western Ontario 2009 — 2010
Master of Arts (MA), Economics
University of Iowa 2002 — 2007
Bachelor of Arts (BA), Education
Grainger May 2013 - Present
JPMorgan Chase February 2011 - April 2013
JPMorgan Chase October 2009 - April 2013
JPMorgan Chase October 2009 - February 2011
Enterprise Holdings Inc. September 2007 - October 2009
Enterprise Holdings Inc. December 2006 - September 2007
Skills
Customer Service, Series 63, Microsoft Office, MRO Management, Facilities Management, Safety Management..., Maintenance Management, Marketing Communications, Supply Chain Management, Sales Management, Financial Management, Customer Relations, Strategic Communications, Series 6, Securities, Mutual Funds, Annuities, Sales
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Management and Organizations
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
John Deere December 2013 - Present
John Deere August 2012 - Present
McGladrey August 2005 - August 2012
Bank One 2001 - 2006
Anexsys November 2001 - July 2005
JPMorgan Chase 2000 - 2005
Arthur Andersen July 1998 - October 2001
Skills
Business Analysis, PMP, SDLC, Process Improvement, Process Simulation, PMO, Project Management, Information Technology, Project Planning, Vendor Management, Issue Management, Quality Assurance, Leadership, Integration, Project Portfolio..., Management, Business Process..., Auditing, Team Leadership, MS Project, Business Intelligence, Consulting, Program Management, ITIL, Visio, Cross-functional..., Microsoft Project
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1998
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Christian Broadcasting System Ltd. May 2015 - Present
Kentucky North LLC April 2012 - Present
JPMorgan Chase February 2013 - May 2014
JPMorgan Chase August 2011 - February 2013
Insight Communications August 2007 - June 2011
Charter Communications July 2000 - August 2003
Education
University of Kentucky 2003 — 2007
BA, Business/Corporate Communications
University of Kentucky 2003 — 2007
Bachelor's Degree, Spanish Language and Literature
Culver Military Academy
High School
Lexington Humane Society November 2010 - Present
JPMorgan Chase March 1985 - September 2008
Skills
Technical Support, Customer Service, Customer Satisfaction, Leadership, Databases, Software Documentation, Access, Event Planning, Process Improvement, Training, Vendor Management
Education
University of Kentucky 1971 — 1975
Bachelor, Education
PepsiCo - Frito Lay July 2013 - Present
PepsiCo - Frito Lay March 2012 - July 2013
Frito Lay August 2010 - March 2012
Frito Lay June 2009 - August 2009
JPMorgan Chase July 2006 - June 2008
Education
Washington University in St. Louis - Olin Business School 2008 — 2010
MBA, Finance, Strategy
University of Iowa 2002 — 2006
Bachelors of Business Administration, Finance
PNC Mortgage March 2013 - December 2013
PNC Financial Services May 2011 - March 2013
JPMorgan Chase November 2009 - May 2011
Flagstar Bank April 2008 - October 2009
Apexcel Infomedia May 2004 - September 2005
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, Strategic Planning, Risk Management, PowerPoint, Microsoft Word, Banking, Investments, Business Analysis, Sales, Mortgage Servicing, Mortgage Underwriting, Consumer Lending, Insurance, Mutual Funds, Operations Management, Complaince, Management
Education
University of Jammu
Bachelor of Laws (LL.B.), law
University of Jammu
bachelors of finance, Finance, General
JPMorgan Chase August 2013 - Present
Nestlé Nespresso July 2012 - January 2014
PNC December 2012 - July 2013
WWRD US, LLC November 2007 - January 2013
PNC October 2012 - December 2012
PNC September 2011 - October 2012
CarMax March 2011 - September 2011
Harrington Bank March 2010 - March 2011
Republic Bank March 2009 - March 2010
Republic Bank February 2006 - March 2009
Skills
Customer Service, Data Analysis, Microsoft Office, Teamwork, Leadership, Problem Solving, Mathematics, Statistics, Compliance, Bank Secrecy Act, Anti Money Laundering, Public Finance, Close Attention to..., Multitasking Skills, Calm, Positive Personality, Exceptionally well..., Reputation, Banking, Sales, Retail, CRM, Microsoft Word, Loans, Financial Services, Microsoft Excel, Lotus Notes, Risk Management, Commercial Banking, Retail Banking, Event Management, Management
Education
University of Kentucky 2004 — 2009
Bachelor of Arts (B.A.), Mathematical Economics
Lexington Community College 2002 — 2004
Associate of Arts (A.A.), General Studies
Tates Creek Senior High School 1998 — 2002
High School Diploma, General Studies
JPMorgan Chase April 2012 - Present
Quick Solutions September 2003 - April 2012
The Paragon Group January 2003 - September 2003
Adecco Technical April 1999 - January 2003
McLeod USA - Cedar Rapids, Iowa July 1998 - April 1999
University of Iowa Football August 1993 - August 1998
Ray and Associates - Cedar Rapids, Iowa January 1996 - August 1997
Skills
Applicant Tracking..., Internet Recruiting, Technical Recruiting, Talent Acquisition, Database Admin, Benefits Negotiation, Staffing Services, Recruiting, Interviews, Employee Engagement, Staff Augmentation, Sourcing, Executive Search, Talent Management, Human Resources, Hiring, Business Intelligence, Management, Vendor Management, Team Building, Resource Management, Onboarding, Temporary Placement, Training, Resume Writing, HRIS, Employee Training, Enterprise Software, CRM, SDLC, Permanent Placement, Screening Resumes, Contract Recruitment, Temporary Staffing, College Recruiting, Cold Calling, Search, Screening, Sales, Employee Relations, Information Technology, IT Recruitment, Professional Services, PeopleSoft, Performance Management, Analysis, Employee Benefits, Time Management, Consulting, HR Policies
Education
University of Iowa - Henry B. Tippie College of Business 1993 — 1997
Bachelor of Science, Human Resources and Marketing
JPMorgan Chase September 2013 - Present
MidWestOne Bank February 2012 - September 2013
Education
University of Iowa 2009 — 2013
Bachelor's degree, Finance
Jump Trading, LLC June 2011 - Present
Nanda Enterprises, Inc August 1995 - Present
Harpo March 2010 - June 2011
NYSE Euronext 2007 - March 2010
NYSE 2007 - 2010
Data Domain 2008 - 2009
Chicago Board of Trade 2006 - 2007
Chicago Board of Trade 1996 - 2007
JPMorgan Chase 2005 - 2006
Chicago Board of Trade (CBOT) 1996 - 2006
Skills
Solaris, SAN, Netbackup, Storage, Disaster Recovery, NetApp, Sun, Linux, Data Center, VMware, Unix, Red Hat Linux, AIX, HP, Cluster, EMC Storage, NAS, System Administration, High Availability, Security, Storage Area Networks, Perl, Enterprise Architecture, Virtualization, DNS, Shell Scripting, Cisco Technologies, Servers, RedHat, VMware ESX, Replication
Education
University of Iowa
JPMorgan Chase August 2012 - Present
JPMorgan Chase 2003 - August 2012
JP Morgan 2001 - 2008
GaiaTech 1999 - 2001
Education
University of Iowa 1991 — 1997
Bachelor's of Science, Geology/Earth Science, General
University of Iowa 1991 — 1997
Master's of Science, Geology/Geochemistry/Hydrogeology
HSBC 2013 - Present
UBS Investment Bank 2005 - 2013
KPMG 2003 - 2005
Old Mutual 2003 - 2003
JPMorgan Chase 2000 - 2002
CIBC World Markets 1995 - 2000
JPMorgan Chase 1982 - 1995
Skills
Internal Audit, Financial Services, Anti Money Laundering, Economic Sanctions, securities, Interest Rate..., Equity Derivatives, Credit Derivatives, Foreign Exchange, Commodity, Cross-functional Team..., Financial Statement..., Risk Management, Operational Risk, Financial Accounting, Finance, Auditing, Fixed Income, Portfolio Management, Enterprise Risk..., Derivatives, Operational Risk...
Education
University of Kent
BA, Accounting Hons, top 2%
North Union High School July 2014 - Present
St. Paul Lutheran Church February 2013 - July 2014
Ms. Graf's Music Studio August 2012 - July 2014
Iowa City/Johnson County Senior Center January 2012 - December 2012
JPMorgan Chase October 2005 - June 2010
Accenture August 1999 - October 2005
Skills
Program Management, Strategic Planning, Risk Management, Team Leadership, Release Management, Business Process..., Business Case, Business, SQL Tuning, Music, Issue Management, Business Analysis, Singing, Performing Arts, Church Music, Musical Theatre, Classical, Choral, Piano, Teaching, Requirements Analysis
Education
University of Iowa 2011 — 2014
Bachelor's Degree, Vocal Performance - Music Education
University of Iowa 1995 — 1999
Bachelor, Business Administration; Management Sciences (MIS)
Valley High School 1991 — 1995
High School, 3.959/4.0
JPMorgan Chase September 2013 - Present
Fifth Third Bank July 2011 - Present
Fifth Third Bank January 2008 - April 2009
Fifth Third Bank January 2002 - January 2008
Arthur Andersen 2001 - 2002
Education
University of Kentucky 1996 — 2001
BS, Accounting and Information Systems
JPMorgan Chase April 2013 - Present
Cardinal Health August 2012 - March 2013
Nationwide Insurance (Consultant) March 2010 - August 2012
Ohio School Facilities Commission 2006 - 2009
Nationwide Insurance September 2005 - March 2006
Sophisticated System Inc November 2003 - September 2005
Information Control Corporation September 2000 - November 2003
3X Corp September 1998 - September 2000
Analysts International 1997 - 1998
Skills
Agile Methodologies, Program Management, Scrum, Business Analysis, Enterprise Architecture, Software Development, SDLC, Project Management, Web Services, Java, Websphere, XML, Strategy, Project Planning, SQL, Architecture, Java Enterprise Edition, UML, Agile Project Management, PMP, Software Project..., SOA, Business Process, Requirements Gathering, Testing, Requirements Analysis, Quality Assurance, Integration
Education
University of Iowa 1994 — 1996
Master, Computer Science
BNP Paribas Global Sales and Relationship ManagementBNP Paribas Securities Services2001 - Present
bnp pariabs 2000 - 2007
JPMorgan Chase February 1998 - December 2000
Education
University of Kent 1993 — 1997
Chicago Trading Company March 2014 - Present
JPMorgan Chase November 2010 - March 2014
Rockwell Collins May 2003 - November 2010
Education
University of Iowa 2001 — 2003
JPMorgan Chase
Education
University of Kansas - Graduate School of Business 2001 — 2003
PNC 2008 - Present
JPMorgan Chase 2006 - 2008
Thirsty Fox Pub 1994 - 2005
MetLife 1991 - 1993
Skills
Loans, Consumer Lending, Retail Banking, Small Business Lending, Banking, Credit, Branch Management, Cross Selling, Loan Origination, Lines Of Credit, Branch Banking, Credit Risk, Relationship Management, Refinance, Deposits, Risk Management, Credit Analysis, Underwriting, Credit Cards, Financial Risk, Wealth Management, Treasury Management, Home Equity Loans, Customer Service, Merchant Services, Mortgage Lending, Commercial Banking, Commercial Lending, Mortgage Banking
Education
University of Iowa 1986 — 1990
Bachelor’s Degree, Economics/Psychology
Vantage Legal Solutions 2008 - Present
Self-employed 2004 - Present
JPMorgan Chase 1997 - 2004
Jenner & Block 1994 - 1997
Freeborn & Peters LLP 1992 - 1994
Education
University of Iowa College of Law 1989 — 1992
J.D., with High Distinction
University of Michigan 1982 — 1989
B.A., History
Haydon Bridge Co January 2014 - Present
Pacific Pulmonary Services October 2010 - September 2013
Pacific Pulmonary Services October 2010 - September 2013
Pacific Pulmonary Services February 2008 - October 2010
JPMorgan Chase December 2005 - February 2008
jpmorgan-chase June 1997 - February 2008
Bank One/JPMorgan Chase Bank July 2000 - December 2005
Bank One – Loan Servicing June 1997 - July 2000
Nevada Bob May 1994 - June 1997
SuperAmerica, Inc – Danville April 1991 - May 1994
Skills
Microsoft Office, Process Improvement, Common Sense, Financial Reporting, TQM, Contact Centers, Operations Management, Quality Auditing, Coaching, Salesforce.com, Mergers & Acquisitions, Team Leadership, Customer Service, Team Building, Budgets, Product Development, Customer Satisfaction, Project Management, Healthcare, Business Process..., Strategic Planning, Software Documentation, Leadership, Banking, Cross-functional Team..., Call Centers, Training, Sales Operations, Sales, Sales Management, CRM, Human Resources, New Business Development, Management, Program Management, Time Management, Forecasting, Account Management, Strategy, Business Analysis, Logistics, Marketing, Business Development, Change Management, Analysis, Performance Management, Data Analysis, Insurance, Contract Negotiation, Vendor Management
Education
University of Kentucky 1987 — 1992
St. Catharine College
General Studies/Undergraduate
Churchill Mortgage Corporation January 2015 - Present
Churchill Mortgage July 2014 - Present
Acopia, LLC June 2013 - May 2014
Acopia, LLC March 2012 - June 2013
Acopia, LLC June 2010 - March 2012
Acopia, LLC April 2008 - June 2010
Credit Suisse - Lydian Data Services 2004 - 2007
JPMorgan Chase 2002 - 2004
Skills
Mortgage Lending, FHA, Refinance, VA, Loans, Credit, Mortgage, Compliance, Mortgage Banking, Underwriting, USDA, Banking, Reverse Mortgages, Management, Process Improvement, Loan Origination
Education
University of Iowa 1993 — 2002
PhD, History
Humana July 2014 - Present
JPMorgan Chase 2005 - July 2014
JPMorganChase/Bank One 2002 - 2005
Bank One 2000 - 2002
Merrill Lynch 1998 - 2000
Skills
Microsoft SQL Server, Windows Server, Visio, SharePoint, Disaster Recovery, Windows 7, FreeBSD, Input Accel, Oracle SQL, Oracle Document Capture, Enterprise Architecture, IT Strategy, Unix, SQL, IIS, Business Analysis, Citrix, Database Design, ITIL, Databases, Systems Analysis, Access, Windows, Incident Management, Requirements Analysis, Virtualization, Oracle, System Administration, Linux, Business Intelligence, Active Directory, Software Documentation, Business Continuity, SDLC, Agile Methodolgy
Education
University of Kentucky 1996 — 2000
BBA, Finance, Economics
Wintrust Financial Corporation March 2010 - Present
The PrivateBank and Trust Company March 2008 - February 2010
American National Bank 1988 - 2008
JP Morgan 1988 - 2008
JPMorgan Chase 1988 - 2008
American National Bank and Trust Company of Chicago 1988 - 2008
Chase Bank 1987 - 2008
Skills
Commercial Banking, Financial Analysis, Portfolio Management, Commercial Lending, Banking, Credit Analysis, Credit, Finance, Due Diligence, Loans, Mergers & Acquisitions
Education
University of Iowa 1983 — 1987
BS, Finance
University of Iowa 1983 — 1987
BS, Finance, General
JPMorgan Chase January 2014 - Present
JPMorgan Chase October 1992 - February 2011
Skills
Risk Management, Business Analysis, User Acceptance Testing, Process Improvement, Business Process..., Process Management, Requirements Analysis, Team Management, Microsoft Word, Employee Training, Training Delivery, Procedure Manuals
Education
University of Kentucky
JPMorgan Chase January 1979 - Present
JPMorganChase September 2005 - October 2010
Skills
Underwriting, Project Management, Customer Acquisition, Relationship Management, Credit Risk, Management, Financial Services, Analysis, Portfolio Management, Banking, Vendor Management, Marketing Strategy, Credit Analysis, Strategic Planning, Retail Banking, Analytics, Competitive Analysis, Business Strategy, Requirements Analysis, Program Management, Business Requirements, Process Improvement, Loans, Team Building, New Business Development, Risk Management, Product Development, Business Analysis, Business Process..., SDLC, Mortgage Banking, Credit, Leadership, Visio, Product Management, Mortgage Lending, Commercial Banking, Commercial Lending, Financial Risk, Credit Cards, Consumer Lending, Small Business Lending, Finance, Cross Selling
Education
University of Kentucky 1978 — 1981
BBA, Finance
University of Kentucky February 2009 - Present
JPMorgan Chase 1999 - August 2008
JPMorgan Chase fka Bank One 1998 - 1999
JPMorgan Chase fka Liberty National Bank fka Bank of Lexington 1985 - 1998
Skills
Instructional Design, Technical Training, Performance Management, Training, Performance Consulting, Time Management, Leadership, Coaching, Instructor-led Training, Project Management, Needs Analysis, Training Delivery, E-Learning, Management, Captivate, Technical Writing, Leadership Development, Staff Development, ADDIE, Organizational..., Public Speaking
Education
University of Kentucky 1981 — 1985
BA, Business Administration - Finance
Humana February 2012 - Present
Vantiv, formerly NPC 2010 - 2012
Ventas, Inc. 2007 - 2009
Humana 2006 - 2007
JPMorgan Chase 2004 - 2006
Skills
Process Improvement, Healthcare, Financial Analysis, Asset Management, Strategic Planning, Pharmacy Benefit..., REIT, Seniors Housing, Medical Office, Specialty Pharmaceutical, HCPCS, Prior Authorization, Utilization Management, Data Analysis, Benefit Cost Analysis, Financial Modeling, Management, Finance, Strategy, Leadership, Budgets, Real Estate, Microsoft Excel, Business Analysis, Sales, Medicare, Credit, Access, Banking, Forecasting, Cross-functional Team..., Program Management, Financial Planning
Education
University of Louisville
Masters, Business Administration
University of Kentucky
Bachelors, Economics, Biology
Rockwell Collins December 2010 - Present
II August 2009 - January 2010
Rockwell-Collins January 2009 - August 2009
JPMorgan Chase June 1998 - March 2006
JPMorgan Chase (formerly BankOne) January 1998 - January 2006
National City Bank (formerly First of America Bank) January 1996 - January 1998
Insight Information Systems January 1995 - January 1996
Haworth Office Equipment January 1993 - January 1995
Rawland-Warner Communications January 1991 - January 1993
U.S. Navy January 1982 - January 1985
Education
University of Iowa 2006 — 2010
BSE, Software Engineering
JPMorgan Chase September 2008 - August 2014
iWireless July 2004 - March 2008
John Keady Pontiac/Buick/Olds/Cadillac/GMC July 2001 - July 2004
Skills
Banking, Financial Analysis, Investments, Mutual Funds, Strategic Financial..., Fixed Income, Equities, Asset Management, Business Analysis, Insurance, Customer Service, Consumer Lending, Microsoft Excel, Analysis, Sales, Management, Business Development, Customer Satisfaction, Marketing, Coaching, Sales Management, Business, Account Management, Microsoft Office, Social Media, New Business Development, Leadership, Public Speaking, Team Building
Education
Horizon High School 1986 — 1988
High School, General High School
Norfolk Catholic 1984 — 1986
High School, freshman and sophomore year
University of Iowa
Fine and Studio Arts
Community 1st Credit Union November 2014 - Present
Southeast National Bank April 2011 - November 2014
First Bank March 2009 - April 2011
JPMorgan Chase April 2006 - April 2009
US Bank May 2002 - April 2006
Wells Fargo April 1991 - April 2002
Skills
Team Building, Loans, Banking, Credit, Commercial Lending, Commercial Banking, Program Management, Financial Analysis, Strategy, Credit Analysis, Coaching, Small Business Lending, Portfolio Management, Underwriting, Marketing, Business Development, Mortgage Lending, Loan Origination, Structured Finance
Education
University of North Texas 1985 — 1988
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1977 — 1981
BBA, Finance
Stonestreet Farms December 2012 - Present
JPMorgan Chase April 2011 - November 2012
Sedgwick CMS May 2009 - March 2011
Stonestreet Farms June 2006 - May 2009
EXPRESS November 2005 - September 2006
Skills
Nonprofits, Microsoft Office, Outlook, Customer Service, Microsoft Excel, Event Planning, Access, Time Management
Education
University of Kentucky 2006 — 2010
Bachelor of Science (BS), Marketing and Management
Tates Creek High School 2002 — 2006
Old National Bank January 2015 - Present
Vinebranch Enterprises Ltd. January 2007 - Present
MainSource Bank May 2014 - January 2015
Encompass Develop Design Construct LLC January 2012 - August 2013
Cool Springs Development LLC 2010 - 2011
J P Morgan Chase & Co. 2004 - 2006
JPMorgan Chase 2004 - 2006
Skills
Real Estate Finance, Real Estate Project..., Strategy, Managerial Finance, Real Estate, Management, Real Estate Economics, Loans, Real Estate Financing, Commercial Real Estate, Commercial Lending, Disposition, Real Estate Transactions, Commercial Mortgages, Strategic Planning, Procurement, Real Estate Development
Education
University of Kentucky
MBA & BS, Business and Economics
JP Morgan Chase Bank, N.A. November 2014 - Present
PNC October 2013 - November 2014
JPMorgan Chase June 2013 - September 2013
Education
University of Iowa
Bachelor of Science (BS), Economics
Yadkin Bank May 2012 - Present
PNC (formerly RBC Bank) March 2012 - May 2012
RBC Bank February 2006 - March 2012
JPMorgan Chase May 2002 - January 2006
JPMorgan Chase May 2000 - April 2002
JPMorgan Chase January 1998 - April 2000
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Commercial Mortgages, Cash Flow Lending, Banking, Loans
Education
University of Kentucky 1993 — 1997
Bachelors of Business Administration, Major: Finance Minor: Economics
JPMorgan Chase February 2012 - Present
Baytree Lending February 2009 - August 2011
Wells Fargo Home Mortgage June 2008 - September 2008
Washington Mutual Bank FA September 2007 - May 2008
American Home Mortgage September 2006 - August 2007
Washington Mutual Bank FA September 1998 - September 2006
CitiGroup February 1996 - August 1998
Transamerica October 1993 - February 1996
AT&T General Business Systems June 1990 - June 1992
Skills
Loans, Mortgage Lending, Sales, Real Estate, Selling, Mortgage Banking, Investment Properties, Investments, Management, Leadership, New Business Development, Loan Origination, Residential Mortgages, CRM, Underwriting, FHA, Refinance, Credit, Banking, Referrals, Credit Analysis
Education
University of Iowa 1985 — 1989
Bachelor of Arts (BA), Business/Corporate Communications
JPMorgan Chase April 2014 - Present
Abercrombie & Fitch February 2013 - April 2014
Abercrombie & Fitch June 2010 - February 2013
Skills
Store Management, Merchandising, Retail, Retail Sales, Customer Service, Fashion, Inventory Management, Sales, Time Management, Apparel, Inventory Control, Store Operations
Education
University of Iowa 2003 — 2009
Bachelor's degree, English Language and Literature, General
Nationwide Insurance April 2010 - Present
JPMorgan Chase January 2004 - May 2010
JP Morgan Chase 2004 - 2010
JP Morgan 2004 - 2010
State Farm 1999 - 2003
Education
University of Kentucky
JPMorgan Chase 2010 - Present
Wells Fargo Financial September 2001 - May 2010
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Cross Selling, Financial Analysis, Financial Services, Leadership, Loans, Mortgage Banking, Loan Origination, Mortgage Lending, Portfolio Management, Retail Banking, Relationship Management, Sales, Risk Management, Sales Management, Small Business Lending, Underwriting
Education
University of Kentucky 1997 — 2001
Bachelors, Finance, Management
Catholic Health Initiatives August 2014 - Present
Thomas Jefferson University April 2009 - August 2014
Partners HealthCare August 2007 - March 2009
Massachusetts General Hospital July 2005 - August 2007
JPMorgan Chase March 2003 - June 2005
Accenture May 2000 - February 2003
Skills
Project Management, Medicare Coverage..., Budget Negotiation, Confidentiality..., Contract Negotiation, Compliance, Budget Development, Research Administration, Billing Systems, Billing Process, Supervision, Supervisory Skills, Healthcare, Process Improvement, Financial Analysis, Data Analysis, Financial Reporting, Process Consulting, Consulting, Application Lifecycle..., Business Requirements..., Use Case Analysis, Test Script Development, Unit Testing, User Acceptance Testing, Regression Testing, Quality Assurance..., Software Quality..., Data Quality Assurance, Quality Assurance Review, Quality Assurance, Go Live Support, Java Enterprise Edition, SQL, PeopleSoft, Access, Sales Management, Advertising Sales, Retail Management, Clinical Trials, Hospitals, Clinical Research, Healthcare Information..., Oncology, Research, Public Speaking, Healthcare Management, Requirements Analysis, Negotiation
Education
University of Iowa
MBA, Business Administration and Management, General, 3.6/4.0
University of Iowa
Bachelor of Business Administration (BBA), Marketing
JPMorgan Chase December 2010 - Present
JP Morgan Chase 1991 - Present
JPMorgan Chase December 2005 - 2010
Education
University of Kentucky 1983 — 1987
Bachelor of Arts (B.A.), English Language and Literature, General
JPMorgan Chase September 2006 - Present
JPMorgan Chase July 2004 - September 2006
JPMorgan Chase April 2001 - July 2004
PricewaterhouseCoopers Limited September 1998 - April 2001
Education
University of Iowa 1994 — 1998
BBA, Accounting
JPMorgan Chase December 2006 - Present
National Development Council January 2006 - November 2006
National Development Council / Grow America Fund May 2002 - November 2006
National Development Council / Grow America Fund January 2001 - March 2006
Paul, Weiss, Rifkind, Wharton & Garrison LLP October 1999 - December 2000
Universidad de Los Andes January 1999 - August 1999
Skills
Tax Credits, Real Estate Economics, Small Business Lending, Loans, Commercial Lending, Underwriting, Economic Development, Real Estate, Credit, Real Estate Development, Banking, Community Development, Due Diligence, Finance, Mergers, Portfolio Management, Small Business
Education
University of Iowa
B.A, Latin American Studies and Business
Wintrust Business Credit July 2014 - Present
Wintrust Commercial Banking 2009 - 2014
JPMorgan Chase 2001 - 2009
Education
University of Iowa 1997 — 2001
Niles North High School 1994 — 1997
JPMorgan Chase February 2014 - Present
JPMorgan Chase October 2012 - February 2014
HSBC Securities June 2011 - September 2012
HSBC Securities August 2010 - June 2011
Double Rock Corporation February 2009 - August 2010
Double Rock Corporation January 2008 - February 2009
Double Rock Corporation January 2007 - January 2008
Watertown Savings Bank December 2004 - October 2006
Skills
Mutual Funds, Securities, Fund Accounting, Hedge Funds, Fund Administration, Equities
Education
Jamestown College 2000 — 2004
BA, English
AirStrip May 2014 - Present
NTT DATA August 2012 - May 2014
Commonwealth Credit Union September 2010 - August 2012
JPMorgan Chase March 2002 - April 2010
Skills
SQL, T-SQL, PL/SQL, Business Objects, Microsoft Office, Microsoft SQL Server, Oracle, Oracle Application...
Education
University of Kentucky 2002 — 2011
Associate of Arts (A.A.), Computer Science
Zurich North America August 2013 - Present
DiMeo Schneider & Associates July 2011 - August 2013
JPMorgan Chase June 2010 - July 2011
DiMeo Schneider & Associates June 2009 - August 2009
Skills
Investments, Finance, Performance Measurement, Mutual Funds, Fixed Income, Axys, Bloomberg, Morningstar Direct, Investment Advisory, Financial Statements, Quarterly Reporting, Retail Banking
Education
University of Iowa 2006 — 2010
Bachelor of Business Administration (BBA), Finance
JPMorgan Chase February 2008 - Present
JPMorgan Chase February 2007 - February 2008
JPMorgan Chase January 2005 - February 2007
JPMorgan Chase May 2002 - January 2005
Maytag International March 1997 - April 2002
Skills
Organizational..., Project Management, Global Compensation, Mergers & Acquisitions, Job Evaluation, HR Consulting, Salary Review, HR Technology..., Talent Management, Employee Opinion Surveys, Employee Relations, HR Project Management
Education
University of Iowa
Bachelor of Business Administration (BBA), Human Resources and Industrial Relations
JPMorgan Chase January 2008 - Present
Verizon Data Services October 1994 - April 2007
Skills
Information Technology, Tandem Himalaya, IBM Mainframe, HTML
Education
University of Kentucky 1984 — 1994
Bachelor's degree, Mathematics and Computer Science
Boyd County High School 1980 — 1983
College/University Preparatory and Advanced High School/Secondary Diploma Program
JPMorgan Chase June 2010 - Present
Ashley Furniture Industries January 2000 - December 2006
Skills
Management, Customer Service, Sales Management, Sales Operations, Salesforce.com, Finance, Leadership, Budgets, Direct Sales
Education
St. Xavier high school
University of Kentucky
Bachelor's degree, Business Administration and Management, General