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
LMS 2013 - January 2015
ESI Group 2011 - 2013
JPMorgan Chase 2009 - 2011
Skills
Account Management, Business Development, CRM, Sales, Marketing, Sales Presentations, Leadership, Strategic Planning, Management, Entrepreneurship, Start-ups, Territory Management
Education
University of South Alabama
Marketing, Marketing, E-Commerce
Bank of America June 2014 - Present
Bank of America October 2012 - June 2014
JPMorgan Chase January 2011 - October 2012
JPMorgan Chase January 2010 - January 2011
JPMorgan Chase November 2006 - January 2010
Skills
Structured Finance, Mortgage Banking, Financial Analysis, Portfolio Management, Risk Management, Process Improvement, Financial Modeling, Securities, Mortgage Servicing, Financial Reporting, Capital Markets, Accounting, Securitization, Loans, Finance, Mortgage Lending, Financial Services, Cash Management, Financial Risk, Banking, Credit Risk, Credit, Credit Analysis, Real Estate, Loan Servicing, Loan Origination, Relationship Management, Default, Bankruptcy, Internal Audit, Operational Risk, Real Estate Economics, Loss Mitigation, Analysis, Retail Banking, Residential Mortgages, Microsoft Office, Business Analysis
Education
University of South Carolina-Columbia 2001 — 2005
Bachelor of Arts (B.A.), Political Science and Government
HSBC March 2013 - Present
Astoria Federal Savings January 2012 - March 2013
JPMorgan Chase August 2008 - May 2010
Wachovia Bank December 2007 - August 2008
WMC March 2002 - April 2007
Skills
Loans, Mortgage Lending, Credit, Mortgage Banking, Banking, Loan Origination, Credit Analysis, Refinance, Commercial Lending, Underwriting, Consumer Lending, Commercial Banking, Small Business Lending, Credit Risk, Portfolio Management
Education
University of San Diego 1982 — 1987
Bachelor of Science (BS), Business Administration and Management, General
Los Altos High School 1978 — 1982
JPMorgan Chase July 2013 - Present
School of Economic Sciences, Washington State University August 2009 - July 2013
Skills
SAS programming, Econometrics, Microsoft Office, Matlab, Data Mining, computer science, Computer Science, Statistics, Statistical Modeling, Stata, SAS, Multivariate Statistics
Education
Washington State University 2009 — 2013
Doctor of Philosophy (Ph.D.), Economics
Washington State University 2010 — 2013
Master's degree, Statistics
University of Science and Technology Beijing 2004 — 2007
Master's degree, Computer Science
Blogspot January 2012 - Present
Nouveau-Expo 2011 - Present
Bacaro LA 2013 - 2013
JPMorgan Chase 2011 - 2012
Skills
Finance, Sales, Marketing, Team Building...
Education
University of San Francisco 2008 — 2011
Bachelor of Arts (B.A.), History, 3.92
Minvi Duncan Photography April 2014 - Present
Secure Benefit Services, LLC 2002 - Present
Allen Arts Alliance May 2012 - February 2014
RE/MAX Premier Group June 2011 - February 2012
Dallas Museum of Art 2008 - 2010
Allen Arts Alliance March 2006 - December 2009
Allen Community Outreach 2003 - 2006
JPMorgan Chase June 2001 - August 2002
JPMorgan Chase & Co. 1998 - 2002
JPMorgan Chase January 1998 - June 2001
Skills
Credit, Finance, Process Improvement, Sales, Risk Management, Leadership, Securities, Software Documentation, Investments, Research, Treasury, Pricing, Process Scheduler, Quality Control, Policy Analysis, Event Planning, Staff Development, Banking, Budgets, Project Management, Management, Fundraising, Microsoft Excel, Marketing, Analysis, Project Planning, Nonprofits, Customer Service, Team Building, Strategic Planning, Access
Education
University of Santo Tomas 1978 — 1982
B.S., Business Administration
Aurora’s Home Sweet Home, LLC 2012 - 2013
First Republic Bank 2010 - 2012
First Republic Bank (RemX Specialty Staffing) 2009 - 2010
JPMorgan Chase 2006 - 2009
Washington Mutual Card Services 2006 - 2009
JPMorgan Chase 2003 - 2006
JP Morgan Chase 2002 - 2003
Skills
•Proficient in..., •Knowledge of OnBase,..., •Worked with various..., Analysis, Banking, Business Process, Credit, Credit Cards, Customer Service, Financial Services, Process Improvement, Project Management, Quality Assurance, Time Management, Program Management, Risk Management, Training, Leadership, Loans
Education
University of San Francisco
B.S, Information Systems
US Bank Home Mortgages October 2014 - Present
Bank of America December 2013 - Present
JPMorgan Chase November 2009 - December 2013
Cal Coast Financial Corp January 2007 - November 2009
American Union Financial Corp January 2005 - January 2007
Skills
Mortgage Lending, Credit Analysis, Financial Analysis, Finance, Loan Origination
Education
University of San Francisco 2009 — 2012
Bachelor of Science (BS), Business Economics
JPMorgan Chase April 2013 - Present
Strategic Edge Partners March 2012 - March 2013
Senior Housing Assistance Group October 2008 - March 2012
Dex One August 2007 - September 2008
Washington State University- Office of International Studies September 2006 - May 2007
Nordstrom May 2006 - August 2006
Interconnection May 2005 - August 2005
Skills
Microsoft Office, Adobe Acrobat, Website Management, Google Analytics, Advertising, SEO, Social Networking, Marketing Strategy, Direct Marketing, SEM, Brand Development, Marketing, Email Marketing, Social Media Marketing, Web Marketing, Leadership, Sales, Google Adwords, Non-profits, Webmaster Services
Education
Washington State University 2004 — 2007
Bachelors, International Business
University of San Francisco 2003 — 2004
Bachelor's degree, Graphic Design
KPMG US July 2014 - Present
Rothstein Kass 2012 - June 2014
Wells Fargo Advisors June 2011 - January 2012
JPMorgan Chase May 2005 - July 2010
Skills
Sales, Financial Reporting, CRM, Financial Accounting, Auditing, Accounting, Microsoft Excel, Microsoft Office, Bloomberg, Banking, Account Reconciliation, Financial Analysis, Leadership
Education
University of San Francisco 2010 — 2012
B.S., Finance/Accounting
Greystone & Co. April 2015 - Present
JPMorgan Chase April 2014 - April 2015
JPMorgan Chase April 2012 - June 2014
Flushing Savings Bank June 2011 - September 2011
Skills
Financial Analysis, Credit, Loans, Credit Analysis, Banking, Commercial Real Estate, Loan Origination, Commercial Lending
Education
University of Scranton 2007 — 2011
Bachelor's Degree, Accounting
MUFG (Bank of Tokyo Mitsubishi) March 2014 - Present
JPMorgan Chase November 2007 - February 2014
Regions Financial Corporation April 2003 - October 2007
Mizuho Corporate Bank November 1996 - March 2003
Wells Fargo 1993 - 1996
Wells Fargo 1993 - 1996
Skills
Credit, Portfolio Management, Banking, Loans, Finance, Relationship Management, Business Development, Underwriting, CRM, Sales, Asset Based Lending, Project Finance, Working Capital..., Training, Treasury Services, Middle Market, Financial Analysis, Commercial Lending, Mergers & Acquisitions, Commercial Banking
Education
University of South Carolina - The Moore School of Business
MBA, Finance
Wofford College
BA, Economics
JPMorgan Chase 2011 - 2014
JPMorgan Chase 2009 - 2011
Washington Mutual Bank 2002 - 2009
Better Business Solutions Inc 1998 - 2002
Logica NA Inc. 1993 - 1998
Skills
Management, SDLC, Banking, Business Analysis, E-commerce, Vendor Management, Quality Assurance, Financial Services, Risk Management, Leadership, Program Management, Requirements Analysis, Credit Cards, Enterprise Software, Process Improvement, Strategic Partnerships, Call Centers, Outsourcing, IT Strategy, Strategic Planning, Loans, Consulting, Relationship Management, Integration, Portfolio Management
Education
University of South Africa/Universiteit van Suid-Afrika 1988 — 1992
Bachelor of Commerce (B.Com.), Computer Science
Kittyle Financial Corp January 2014 - Present
JPMorgan Chase August 2007 - August 2013
Wachovia Bank January 2001 - August 2007
Skills
Building Strong..., Relationship Management, Credit, Banking, Investments, Wealth Management, Sales Management, Leadership, Financial Services, Mortgage Lending, Credit Analysis, Financial Analysis, Loans, Small Business Lending, Portfolio Management
Education
University of South Carolina - Darla Moore School of Business 1996 — 1999
Bachelor of Business Administration (BBA), Finance, Financial Management and Minor in Retailing
Jefferson High School at Guayaquil, Ecuador 1991 — 1996
Physical Sciences
JPMorgan Chase January 2014 - Present
JPMorgan Chase 2012 - Present
J.P. Morgan July 2011 - January 2012
J.P. Morgan May 2010 - February 2011
The University of Scranton Public Relations Office August 2010 - December 2010
Hagopian Ink December 2009 - February 2010
Skills
Advertising, Event Planning, Marketing, Strategy, Executive..., Event Marketing Strategy, Marketing and..., Research, Management, Copy Editing, Social Networking, Public Relations, Social Media Marketing, Social Media, Microsoft Excel
Education
University of Scranton 2007 — 2011
B.A, Communication; Advertising, Public Relations
THE UNIVERSITY OF LONDON, QUEEN MARY COLLEGE
Habib Bank Limited December 2012 - Present
Habib Bank Limited July 2007 - Present
Mahsreq - Financial Institution Group 2000 - 2007
JPMorgan Chase July 1994 - December 2000
Skills
Trade Finance, Management, Trading, Commercial Banking, Payment Services, Risk Management, Financial Institutions, Loans, Banking, Structured Trade, Credit Risk, AML, Core Banking, Cash Management, Credit, Credit Analysis, FX Options, Financial Analysis, Financial Risk, Financial Services, Financial Structuring, Internet Banking, Investment Banking, Islamic Finance, Operational Risk, Payments, Portfolio Management, Relationship Management, Retail Banking, Strategic Financial..., Structured Finance, Syndications, Treasury Management, Operational Risk...
Education
University of Sindh
Bachelors, Economics $ Political Science
JPMorgan Chase Bank October 2014 - Present
JPMorgan Chase January 2013 - Present
JPMorgan Chase October 2004 - Present
Skills
OTC Derivatives, ISDA..., Credit Risk Policy
Education
University of Scranton 1990 — 1994
JPMorgan Chase 2011 - Present
JPMorgan Chase 2001 - 2011
Skills
Letters of Credit, Microsoft Office, Microsoft Excel, Microsoft Word, Six Sigma and Six Sigma..., Quality Assurance, Quality Center, User Acceptance Testing, International Trade, Analysis, Visio, Risk Management, Software Documentation, Requirements Gathering, Business Analysis, Trade Finance, Systems Analysis, Access, Relationship Management, SDLC, Banking, Financial Services, Process Improvement, Credit Risk
Education
University of Scranton 1979 — 1983
Bachelor's degree, General Studies
Scranton Preparatory School, Scranton, PA 1975 — 1979
JPMorgan Chase & Co. December 2013 - Present
JPMorgan Chase August 2011 - November 2013
Chase February 2010 - August 2011
JPMorgan January 2006 - April 2010
Columbus Metropolitan Library January 2001 - January 2006
VISIT FLORIDA January 2000 - December 2000
Florida's News Channel 1998 - 2000
The Associated Press Broadcast News Center July 1996 - January 1997
The Dothan Eagle 1997 - 1997
The Associated Press July 1995 - July 1996
Education
University of South Carolina-Columbia 1992 — 1995
Bachelor of Arts (BA), Journalism
Winthrop University 1990 — 1992
Mass Communications
JPMorgan Chase September 2012 - Present
JPMorgan Chase September 2008 - September 2012
Wachovia July 2007 - August 2008
Skills
Bank Secrecy Act, AML, Risk Management, Financial Analysis, Capital Markets, Quality Assurance, Microsoft Office, Data Analysis, OFAC, Banking, Corporate Finance
Education
University of South Carolina - Darla Moore School of Business 2003 — 2007
B.S. in Business Administration, Concentration in Corporate Finance
JPMorgan Chase April 2003 - February 2014
TOR April 2008 - April 2011
Skills
Outlook, Administrative..., Banking, PeopleSoft, Visio, Human Resources, Access, Onboarding, Microsoft Excel, Employee Relations, Customer Service, Office Management, Process Improvement, Spreadsheets, Organizational..., PowerPoint, Loans, Recruiting, Calendaring, Office Administration, Confidentiality, Training, Team Building
Education
University of San Francisco 2001 — 2004
Bachelor of Science, Organizational Behavior
william darling creative works July 2013 - Present
E*TRADE Financial 2006 - 2013
JPMorgan Chase March 2001 - December 2006
Skills
Series 7, Securities, Series 63, Mutual Funds, Investments, Options
Education
University of San Diego 1993 — 1997
Bachelor of Arts (B.A.), History
Capital One May 2015 - Present
JPMorgan Chase April 2013 - May 2015
Capital One June 2011 - April 2013
Summit Physical Therapy June 2007 - June 2011
Capital One June 2010 - January 2011
Live Nation June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, Outlook, Financial Analysis, Microsoft Word, PowerPoint
Education
University of Scranton 2007 — 2011
BS, Finance
Mount St Dominic Academy 2003 — 2007
Citi June 2014 - Present
JPMorgan Chase October 2010 - May 2014
JPMorgan Chase May 2004 - September 2010
JPMorgan Chase August 2003 - April 2004
Education
University of Scranton 1999 — 2003
BS
JPMorgan Chase November 2011 - Present
SunTrust Bank January 2010 - October 2011
Reeves & Saunders, LLC August 2008 - December 2009
Focus Management Group May 2009 - August 2009
Skills
Financial Modeling, Portfolio Management, Credit, Risk Management, Finance
Education
University of South Carolina - Darla Moore School of Business 2005 — 2009
Bachelor's of Science in Business Administration, Finance & Accounting
Verizon Wireless January 2015 - Present
Verizon Wireless May 2012 - January 2015
Verizon Wireless November 2010 - May 2012
HSBC Card Services August 2007 - August 2009
JPMorgan Chase September 2005 - June 2007
JP Morgan Chase September 2005 - June 2007
Skills
CompTIA A+ Certification, Technical Support, Customer Support, Web Chat, Cellular Communications, Android Support, iPhone Support, iPhone, Customer Service, Wireless, Mobile Technology, Mobile Internet, Telecommunications, Microsoft Office, Windows, Troubleshooting, LTE, CDMA, GSM, Mobile Broadband, System Administration, Software Documentation, Call Centers, Databases, PowerPoint, Analysis, Billing, Visio, Mobile Communications, Mobile Applications, Mobile Devices, Android, Customer Satisfaction, Outlook, Teamwork, User Acceptance Testing, Telephone Skills, Team Building, Operating Systems, Call Center, Excel, Customer Relations, Computer Hardware, Windows Mobile Devices, Research, English, Word, Inbound, Documentation, 4G
Education
University of San Francisco 2008 — 2009
Bachelor's, Computer Information Systems
Promentary 2014 - 2014
Bank Of America October 2011 - December 2012
JPMorgan chase October 2011 - May 2012
Millennium Pharmacy Systems May 2011 - October 2011
Verizon 2010 - 2011
Adept Consulting Services, Inc. 2010 - 2010
NJYP.com 2010 - 2010
Skills
ASP.NET, T-SQL, ADO.NET, C#, VB.NET, XML, Java, RDBMS, ASP, ADO, Web Technologies, C++, Access, C, ODBC, Operating Systems, Windows Vista, XP
Education
NorthLake College 2011 — 2011
Bachelor's degree, Computer Engineering
University of South Alabama 2006 — 2007
Masters, Electronics & Communication Engineering
- Independent August 2015 - Present
Green Dot Corporation June 2013 - August 2015
JPMorgan Chase July 2012 - June 2013
M2 Systems May 2011 - May 2012
M2 Systems March 2009 - April 2011
Symmetrex, Inc. April 2004 - February 2009
M2 Systems December 2001 - January 2007
Optio Software April 2000 - November 2001
Muscato Corporation June 1995 - March 2000
Education
University of South Carolina - Darla Moore School of Business 1972 — 1975
Bachelor's degree, Business Administration/Banking and Finance
925.383.4446 September 2013 - Present
JPMorgan Chase February 2012 - August 2013
MetLife Home Loans July 2011 - January 2012
First Republic Bank 2006 - June 2011
Western Sunrise Mortgage 1995 - 1997
Norwest Mortgage 1993 - 1997
Skills
Mortgage Lending, Loans, Loan Origination, FHA, Mortgage Banking, Credit, Real Estate Financing, Refinance, Residential Homes, Real Estate Economics, Residential Mortgages, Commercial Banking, Investments, Banking, Sales
Education
University of San Diego 1988 — 1991
Community Credit Union September 2014 - Present
JPMorgan Chase December 2013 - September 2014
Waverly Oaks Athletic Club February 2014 - July 2014
47 Brand August 2012 - May 2013
Swoop May 2012 - August 2012
Pemberton Farms November 2005 - August 2011
Skills
Customer Service, Analytics, Microsoft Excel, Business Development, Microsoft Office, Social Networking, PowerPoint, Problem Solving, Market Research, Windows, Social Media Marketing, Microsoft Word, Social Media, Teamwork, Management
Education
University of South Carolina - The Moore School of Business 2009 — 2013
Bachelor of Science, Business Administration, Business/Managerial Economics
Belmont High 2005 — 2009
JPMorgan Chase September 2001 - Present
Citigroup October 1999 - September 2001
GMAC Commercial Mortgage November 1997 - April 1999
Merrill Lynch December 1991 - November 1997
Skills
Financial Reporting, Reporting & Analysis, Forecasting, Budgeting, Capital Markets, Financial Analysis, Business Analysis, Mortgage Banking, Risk Analysis, Portfolio Management, Asset Management, Operations, Fixed Income
Education
Saint John's University - Peter J. Tobin College of Business 1996 — 1998
MBA, Finance
University of Scranton 1987 — 1991
BS, Finance
St Joseph's High School (Metuchen, NJ) 1984 — 1987
JPMorgan Chase March 2014 - Present
Goldman Sachs March 2013 - December 2013
Grimes and Warwick May 2011 - May 2012
County of San Diego Law Office of the Primary Public Defender January 2011 - May 2011
Skills
Legal Research, Trials, Criminal Law, Pleadings, Legal Documents, Courts, Westlaw, Legal Writing, Hearings, Legal Assistance, Civil Litigation, Personal Injury, Legal Issues, Lexis, Litigation, Bank Secrecy Act, Investment Banking, Escrow, OFAC, KYC, Due Diligence, USA PATRIOT Act, CIP, World Check
Education
University of San Diego School of Law 2009 — 2012
Juris Doctor
University of Southern California 2004 — 2009
Bachelor of Arts, Philosophy and Classics
Bank of America October 2014 - Present
JPMorgan Chase September 2013 - October 2014
Credit Suisse January 2007 - September 2013
Credit Suisse 2002 - 2007
Amdahl 1997 - 2001
Skills
Enterprise Software, Venture Capital, Cloud Computing, Start-ups, SaaS, Mobile Devices, Product Management, IT Strategy, Enterprise Architecture, Data Center, Integration, Solution Architecture, Architectures, System Architecture, IT Management, Big Data, Software Project..., Cross-functional Team..., Pre-sales, Storage Area Networks, Mobile Applications, Business Intelligence, Business Analysis, Agile Methodologies, Software Engineering, Strategy, Professional Services, Analytics, Strategic Partnerships, Distributed Systems, Vendor Management, Storage, Go-to-market Strategy, Outsourcing, Virtualization, SOA, Linux, Software Development, Security, ITIL, High Availability, Scalability, Perl, Unix, SDLC, Solaris, IT Service Management, Program Management, NAS, Software Design
Education
University of South Africa/Universiteit van Suid-Afrika 2006 — 2009
Bachelor of Science (BSc), Computer Science
University of the Witwatersrand 1997 — 1998
BSc, Computer Science and Physics
Weichert Financial Services November 2013 - March 2014
IFG Mortgage Corp July 2012 - September 2013
Devon Financial Partners May 2011 - July 2012
New Penn Financial, LLC April 2009 - May 2011
Pie In The Sky Restaurant/Pizzeria September 2008 - April 2009
JPMorgan Chase September 2004 - July 2008
GMAC Mortgage October 2000 - December 2003
Skills
Banking, Customer Service, Strategic Planning, Real Estate, Negotiation, Problem Solving, Financial Analysis, Risk Management, Compliance, Customer Relations, Business Strategy, Series 7, Series 66, Mortgage Lending, Financial Risk, Credit, Process Improvement, Sales Presentations, Sales, Refinance, Finance, FHA, Uniform Combined State..., Mortgage Banking, Financial Services, Credit Analysis, Leadership, FHA financing, Residential Mortgages, Commercial Lending, Insurance, Loans, Loan Origination, FHA Financing
Education
Scranton Prep
University of Scranton
Bachelor, Business Administration, Management
Guaranteed Rate May 2014 - Present
Guarantee Mortgage January 2009 - April 2014
JPMorgan Chase January 2008 - November 2008
Bank of America January 2006 - November 2008
Skills
Sales Management, Sellers, Mortgage Lending, Loans, First Time Home Buyers, Single Family Homes, FHA, Real Estate, Refinance, REO, Investment Properties, Mortgage Marketing, Property, Mortgage Banking, Finance
Education
University of San Francisco 2000 — 2004
MBS, Finance
St. Cecilia's
FDA December 2006 - Present
JPMorgan Chase January 2000 - December 2006
Skills
Clinical Trials, Biostatistics, Risk Management, Clinical Study Design, SAS programming, SPSS, Pharmaceutical Industry
Education
Columbia University in the City of New York
Doctor of Philosophy (PhD), Biostatistics
University of Science and Technology of China
Bachelor of Science (B.S.), Mathematics
Bank of America March 2012 - Present
JPMorgan Chase May 2010 - December 2011
JPMorgan Chase May 2008 - April 2010
Skills
Credit Analysis, Mortgage Underwriting, Loss Mitigation, Loan Modifications, Mortgage Lending, Collections, Mortgage Servicing, Mortgage Banking, Consumer Lending, Compliance, REO, Loan Servicing, Quality Assurance, Quality Control, Quality Auditing, Project Management, Property Management, Accounts Payable, Accounts Receivable, Recruiting
Education
University of Santo Tomas
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
AxiomSL June 2014 - Present
Deer Isle Capital, LLC January 2014 - May 2014
Morgan Stanley March 2012 - July 2012
JPMorgan Chase September 2011 - February 2012
Skills
Microsoft Excel, Access, Microsoft Word, Bloomberg Terminal, Risk Management, Spanish, SharePoint, Russian, Management, Training, Bloomberg, Derivatives, Visio, Reuters, Business Development
Education
Baruch College - Zicklin School of Business 2013 — 2014
Master of Business Administration (MBA), Computer Information Systems; Finance
University of South Carolina - Darla Moore School of Business 2008 — 2011
Finance, Corporate/Investment Finance
Wells Fargo August 2013 - Present
Whitney Bank January 2013 - August 2013
JPMorgan Chase 2000 - 2012
BBVA Compass November 1994 - August 2000
Skills
Retail Banking, Customer Satisfaction, Sales, Investments, Consumer Lending, Private Banking, Highly Dedicated, Motivated self-starter
Education
University of Santo Tomas
Bachelor of Arts (B.A.), Economics
ACN December 2008 - Present
JPMorgan Chase July 2008 - November 2008
Tech Mahindra November 2006 - June 2008
Tech Mahindra November 2004 - November 2006
Skills
Spring, Hibernate, J2EE, Web Services, SOA, Servlets, JMS, Struts, AJAX, Java, Ant, JSP, JavaScript, SQL, Agile, Eclipse, MySQL, JDBC, HTML, Tomcat, SOAP, JBoss, Websphere, JUnit, Software Development, Core Java, ActiveMQ, WSO2 ESB, XSLT, Java Enterprise Edition, PL/SQL, EJB, Maven, JBoss Application Server, Agile Methodologies, SDLC, Requirements Analysis, Management, XML, Oracle, Consulting, Spring Framework
Education
University of South Carolina - The Moore School of Business 2013 — 2016
Master of Business Administration (MBA)
Uttar Pradesh Technical University 2000 — 2004
Bachelor of Technology, Computer Science
Guru nanak school ranchi 1997 — 1999
High School
Capco January 2015 - Present
JPMorgan Chase July 2013 - October 2014
UBS January 2013 - June 2013
Morgan Stanley September 2009 - October 2012
Morgan Stanley June 2007 - August 2009
JPMorgan Chase April 2004 - May 2007
Sitka Prevention & Treatment Services August 2002 - August 2003
Skills
Business Analysis, Agile Project Management, Strategy, Microsoft Office, Strategic Planning, MS Project, Project Planning, Software Project..., SharePoint, Business Planning, Graphic Design, Community Outreach, Process Improvement, Project Management, Analysis, Management, Change Management, Business Intelligence, Vendor Management, Risk Management
Education
University of Scranton 1998 — 2002
Bachelor of Science (BS), Finance, General
University of Scranton 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Wells Fargo Home Mortgage May 2005 - Present
JPMorgan Chase January 2003 - April 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook
Education
University of Scranton
Bachelor of Science, International Business
JPMorgan Chase September 2014 - Present
JPMorgan Chase August 2012 - September 2014
JP Morgan Chase June 2011 - August 2012
Ohio Industrial Commision April 2008 - March 2011
Ohio Civil Rights Commission February 2006 - April 2008
San Francisco Human Rights Commission February 1999 - July 2005
Skills
Leadership Development, Instructor-led Training, Training Delivery, Organizational..., Succession Planning, Instructional Design, Needs Analysis, Organizational..., Innovation Management, Culture Change, Change Management, Community Outreach, Social Media, Media Relations, Technology, Analysis, Adult Education, Thought Leadership, Human Resources, Mediation, Budgets, Talent Management, Workshop Facilitation, Press Releases, 360 Feedback, Captivate, Customer Service, SharePoint, Interviews, Career Development, Learning Management..., Blended Learning, Newsletters, Project Planning, Employee Training, Team Leadership, Coaching, Onboarding, Recruiting, Organizational Design, Program Development, Process Improvement, Employee Engagement, E-Learning, Labor Relations, Organizational Behavior, Employee Benefits, Internal Communications, Employment Law, Conflict Resolution
Education
University of San Francisco 2002 — 2006
Bachelor of Science (B.S.), Organizational Behavior, 3.85
Australian College of Journalism
Creative Writing
Academy of Art College
Advertising Design, 3.8
Convergent Mobile, Inc. October 2013 - Present
Convergent Mobile, Inc / US411 July 2009 - Present
Convergent Mobile, Inc / US411 June 2008 - July 2009
JPMorgan Chase April 2008 - October 2008
Cornerstone Mortgage Capital January 2004 - April 2008
First Security Loan Corp. November 1997 - December 2003
Pacific Guarantee Mortgage July 1996 - October 1997
FIrst Security Loan Corp. October 1993 - June 1996
F. Lofrano and Son 1989 - 1992
Education
University of San Francisco
Car Finance Capital LLC January 2014 - Present
Chrysler Group LLC, FIAT SpA July 2010 - January 2014
Fiat SpA - CNH Capital July 2007 - July 2010
The Dealer's Edge April 2007 - July 2007
JPMorgan Chase December 2005 - April 2007
Ford Motor Credit Company June 1988 - June 2005
Ford Motor Credit Company 1988 - 2005
Skills
Negotiation, Product Development, Business Planning, Analysis, Account Management, Banking, Business Management, Customer Relations, Financial Analysis, Insurance, Key Account Management, Leadership Development, Microsoft Office, New Business Development, Organizational..., Strategic Planning, Real Estate, Customer Service, Underwriting, Automotive, Australia, Ireland, EU, Europe, Business Development, Management, Brand Management, Profit, Forecasting, Customer Satisfaction, Income Statement, European Union, Financial Services, Marketing Strategy, Sales, Marketing, Team Building, Finance, Team Leadership, Credit, Sales Management, Training, Cross-functional Team..., Leadership, Project Planning, Retail, Loans, Coaching, Budgets, Pricing
Education
University of Scranton 1984 — 1988
B.S., Economics and Finance
Christian Brothers Academy 1980 — 1984
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
APAC Customer Services November 2012 - Present
JPMorgan Chase December 2008 - November 2012
Washington Mutual Card Services 2005 - December 2008
Providian 1999 - 2005
Tyler Economic Development 1997 - 1999
First Deposit/Providian 1988 - 1997
Education
University of San Francisco 1991 — 1994
MBA, Finance
University of Washington 1983 — 1987
BA, Economics
JPMorgan Chase July 2014 - Present
U.S. Bank July 2013 - June 2014
U.S Bank July 2011 - July 2013
North Star Funding Corporation June 2009 - July 2011
Five Point Capital, Inc June 2007 - September 2008
Skills
Equipment Finance, Underwriting, Small Business, New Business Development, Financial Services, Risk Management, Investments, Insurance, Negotiation, Business Development, Marketing, Leadership, Credit Risk, Loan Origination, Training, Management, Mortgage Banking, Strategic Planning, Direct Sales, Sales Process, Asset Management, Cash Management, Treasury Management, Commercial Mortgages, Finance
Education
University of San Diego 2002 — 2007
Bachelors of Arts, Sociology
Centennial High School
Smith Flashner & Associates September 2012 - Present
Surber Real Estate September 2003 - September 2012
JPMorgan Chase 2001 - 2002
JPMorgan Chase May 1999 - May 2001
JPMorgan Chase 1996 - 1999
JPMorgan Chase 1995 - 1996
JPMorgan Chase 1993 - 1995
Skills
Employee Relations, Performance Management, Compensation, Onboarding, Deferred Compensation, Succession Planning, Leadership, Career Development
Education
University of Scranton 1988 — 1992
BA, English, Business Minor
Columbia Bank August 2013 - Present
JPMorgan Chase May 2010 - August 2013
Paxton Access Ltd 2005 - 2008
Lexmark 2003 - 2005
Skills
Management, Business Development, Banking, Portfolio Management, Loans, Analysis, Budgets, Leadership, Commercial Banking, Commercial Lending, Credit Analysis, Retail Banking, Retail, Sales Operations, Selling, Consumer Lending, Loan Origination, Strategic Planning
Education
University of San Francisco 2005 — 2007
BS, Applied Economics
University of Tennessee at Martin 1996 — 1999
undeclared, Junior
Right At Home Wine Country August 2015 - Present
Innovative Lease Service - ILS May 2014 - August 2015
JPMorgan Chase May 2011 - May 2014
Citibank May 2005 - May 2010
Skills
Loans, Relationship Management, Commercial Lending, Portfolio Management, Small Business Lending, Commercial Banking, Financial Services, Mortgage Lending, Credit Analysis, Business Analysis, Retail Banking, Business Relationship..., Vendor Management, Risk Management, Credit Cards, Financial Analysis, Credit Risk, Loan Origination
Education
HHS
University of San Francisco
Economics
EY July 2014 - Present
JPMorgan Chase March 2013 - July 2014
State Street May 2012 - August 2012
The University of South Carolina August 2007 - May 2012
Skills
SAS, Econometrics, Quantitative Analytics, Credit Risk, Financial Modeling, Finance, Matlab, Corporate Finance, Equities, Statistical Modeling, Equity Research, Bloomberg, Time Series Analysis, Monte Carlo Simulation
Education
University of South Carolina - Darla Moore School of Business 2007 — 2012
Doctor of Philosophy (Ph.D.), Finance
Multifonds, a Temenos Company July 2012 - Present
Linedata April 2008 - July 2012
Linedata January 2006 - March 2009
Global Investment Systems, Ltd. June 1992 - December 2006
Price Waterhouse Coopers September 1989 - June 1992
JPMorgan Chase January 1988 - September 1989
Princeton Financial Systems 1989 - 1989
Merrill Lynch May 1984 - December 1987
Skills
Hedge Funds, CRM, Asset Management, Asset Managment, Back Office, Financial Services, Business Development, Fund Accounting, Product Management, Management, Business Process, Mutual Funds, Sales, Marketing, Enterprise Software, Fixed Income, Investment Management, Business Analysis
Education
University of Scranton 1979 — 1983
BS, Accounting
NetApp, Inc. 2009 - Present
TopEnvoy, Inc. 2007 - 2009
JPMorgan Chase 2002 - 2006
CIT Group, Inc. 1994 - 2001
Franklin Templeton Group 1988 - 1993
Skills
Equipment Leasing, Commercial Finance, Commercial Lending, Software Financing, Capacity on Demand..., Storage on Demand..., Financial Structuring, Credit, Negotiation, Program Management, Finance, Customer Relations, Sales, Loans, Vendor Management, Customer Service, Relationship Management, Strategic Partnerships, Management, Funding, Business Development, Financial Analysis, Financial Services
Education
University of San Diego
B.S., Business Administration
Family Partnership (Private) 2011 - Present
J.P. Morgan 2000 - 2010
JPMorgan Chase 1997 - 2000
Great American Music Hall 1991 - 1997
Skills
Financial & Operational..., Business Analytics, Project Management, Business Analysis, Structured Finance, Credit Derivatives, Data Analysis, Transaction Origination, Subordinated Debt, CDO, Analytical Solutions, CLN, Structured Notes, Total Return Swaps, ISDA, Preferred Stock, Vegetable Gardening, Derivatives, Bloomberg, Securitization, Equity Derivatives
Education
New York University - Leonard N. Stern School of Business 1999 — 2003
Master of Business Administration (M.B.A.), Finance, General
University of San Francisco
Bachelor's degree, Sociology
NavigateHCR September 2015 - Present
HD Supply Facilities Maintenance March 2014 - June 2015
JPMorgan Chase August 2011 - November 2013
Wells Fargo Home Mortgage September 2006 - May 2007
Adecco Staffing, USA June 2005 - January 2006
Medex Inc: Assigned by Adecco June 2004 - June 2005
Skills
Type 100 WPM, Project planning, Meeting minutes, Quality Assurance, Customer Relations, High Level Of Accuracy, Strong interpersonal..., Microsoft Office Suite..., Techincal writing, Highly Organized &..., Excellent Listening..., Project Management, Talented multi-tasker, Flexible Thinker, Complex Problem Solving, Results Oriented, Social Skills, Technical Writing, Time Management, Team-oriented, Teamwork, Human Resources, Interviews, Sales, Management, Goal Oriented, Payroll, Customer Service, Project Planning, Access, Competitive Analysis, Loans, Vendor Management, Leadership, Marketing, Market Research, Accounting
Education
University of South Carolina - The Moore School of Business 1999 — 2003
Bachelor of Science (BS), Business Administration Majoring in Business Management/Human Resources with a Minor in Psychology
HERE, a Nokia company November 2012 - Present
earthmine inc February 2012 - November 2012
Gallagher & Lindsey October 2007 - January 2012
JPMorgan Chase August 2000 - October 2004
Backroads 1996 - 2001
Hitachi Data Systems January 1995 - March 1996
Air Liquide America 1993 - 1993
Skills
Social Media, Social Media Marketing, Event Planning, Editing, Marketing, Advertising, Copywriting, Copy Editing, Creative Writing, Customer Service, Graphic Design, Fundraising, Negotiation, Social Networking, Online Marketing, Public Relations, Adobe Creative Suite, Marketing Strategy, Email Marketing, Press Releases, Facebook, Online Advertising, Marketing Communications, Event Management, Proofreading, Photoshop, Photography, Nonprofits, Public Speaking, Digital Media
Education
University of San Francisco 2005 — 2007
MFA, Writing
The American University 1987 — 1991
BA, History; Literature
Deloitte September 2013 - July 2014
JPMorgan Chase 2012 - 2012
Skills
Accounting, Financial Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, US GAAP
Education
University of San Francisco 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
CMG Financial 2014 - Present
JPMorgan Chase 2013 - Present
Bank of America 2012 - 2013
Bank of America 2009 - 2012
EJC Lighting Design March 2006 - 2009
Skills
Finance, Corporate Finance, Mortgage Banking, Sales, Public Relations, Spanish, Databases, Outlook, Data Entry, PowerPoint, Employee Relations, Microsoft Excel, Microsoft Word, Microsoft Office, Communication, Customer Satisfaction, Resourceful..., Process Improvement, Financial Audits, Self-starter, Foreign Currency
Education
University of San Francisco 2005 — 2009
BA, Sociology
Morgan Stanley August 2015 - Present
ACA Compliance Group November 2014 - July 2015
JPMorgan Chase July 2013 - November 2014
Education
University of Scranton 2009 — 2013
B.S, Finance
LexisNexis March 2014 - Present
JPMorgan Chase July 2012 - March 2014
JPMorgan Chase August 2010 - July 2012
AXA January 2009 - December 2009
Susquehanna Bank June 2007 - August 2008
Skills
Strategic Selling, Consultative Selling, Sales Process, Solution Selling, Sales, Customer Service, Leadership, Forecasting, Managerial Finance, Microsoft Office, Financial Analysis, Risk Management, Marketing, CRM
Education
University of Scranton 2006 — 2010
Bachelor's Degree
Bishop Shanahan
Newmark Grubb Knight Frank November 2012 - Present
Capital One Bank 2012 - 2014
Capital One Bank 2012 - 2014
Capital One Bank 2012 - 2014
Jones Lang Lasalle June 2003 - November 2012
Jones Lang LaSalle 2003 - 2012
JPMorgan Chase July 1988 - June 2003
SMA Associates August 1986 - July 1988
Paul K.Y. Chen, Architect April 1983 - August 1986
Steven J. Leach Jr. + Associates May 1980 - March 1983
Skills
Construction Management, Real Estate Development, Facilities Management, Property Management, Disposition, Corporate Real Estate, Commercial Real Estate, Budgets, Construction, Project Management, Lease Negotiations, Location Intelligence, Contract Negotiation, Real Estate, Green Building, Leases, Energy Management, Architectural Design, Management, Tenant, Feasibility Studies, Asset Management, Mixed-use, Contract Management, Residential Homes, Design Research, Renovation, Sustainability, Retail, Entitlements, Lease Administration, Real Estate Economics, Shopping Centers, LEED, LEED AP, Landlords, Tenant Representation
Education
University of Santo Tomas 1975 — 1980
Bachelor of Science, Architecture
Wells Fargo November 2014 - Present
JPMorgan Chase January 2012 - October 2014
JPMorgan Chase June 2009 - December 2011
Skills
Relationship Management, Sales, Customer Service, Financial Services, Portfolio Management, Finance, Mortgage Lending, Investments, Management, Banking, Loans, Credit, Retail Banking, Consumer Lending
Education
University of Scranton 2003 — 2007
Bachelor's degree, Business Administration and Management, General
North Babylon High School 1999 — 2003
Convergence Inc. April 2013 - Present
DAK Executive Search January 2012 - April 2013
Gladstone Associates, LLC - A DAK Company January 2012 - April 2013
GlobeOp Financial Services August 2010 - December 2011
Outsource Partners International September 2006 - August 2010
BISYS Fund Services February 2002 - August 2006
JPMorgan Chase March 1994 - February 2002
Deutsche Bank April 1992 - March 1994
Prudential Financial June 1982 - March 1992
Skills
Investor Relations, Financial Modeling, Mergers, Financial Analysis, Valuation, New Business Development, Team Building, Mergers & Acquisitions, Equities, Securities, Asset Management, Investments, Hedge Funds, Strategy, Risk Management, Private Equity, Financial Services, Mutual Funds, Finance
Education
University of Scranton 1978 — 1982
BS, Business Management
Deltek May 2014 - Present
Deltek Systems (Philippines), Ltd. October 2010 - April 2014
JPMorgan Chase November 2009 - August 2010
JPMorgan Chase July 2008 - October 2009
JPMorgan Chase October 2005 - July 2008
Sykes December 2003 - October 2005
Philam Insurance Co, Inc. November 2002 - August 2003
Skills
Business Analysis, Vendor Management, Management, Software Documentation, Project Management, Training, Access, System Administration, Call Centers, Analysis, Testing, Technical Support, MS Project, Salesforce.com
Education
University of Santo Tomas 1998 — 2002
Bachelor of Arts, Economics
US Bank March 2011 - August 2012
JPMorgan Chase November 2006 - May 2010
Collette Vacations October 2003 - November 2006
Fitzgerald Tours March 2001 - October 2003
JP Morgan Chase August 2000 - March 2001
Bank of America August 1998 - August 2000
Bank of America September 1996 - August 1998
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Customer Service, Finance, Forecasting, Investments, Loans, Management, Sales, Sales Management, Small Business, Small Business Lending
Education
University of South Carolina-Aiken 1990 — 1996
Bachelor's, Management
JPMorgan Chase July 2014 - Present
JPMorgan Chase August 2013 - Present
JPMorgan Chase July 2011 - August 2013
JPMorgan Chase October 2006 - July 2011
JPMorgan Chase & Co. June 1999 - October 2006
The Placers, Ltd 1998 - 1999
Sears, Roebuck and Company February 1997 - September 1998
Skills
Program Management, Project Management, Human Resources, Strategic Planning, Interviews, Customer Service, Product Development, Talent Management, Marketing, Management, Vendor Management, Onboarding, Recruiting, Talent Acquisition
Education
University of Scranton 1995 — 1996
Master of Science
Wilkes University 1990 — 1994
Bachelor of Science
JPMorgan Chase April 2013 - Present
University of South Florida September 2005 - March 2013
Coderis September 2004 - March 2013
Intuit July 2002 - September 2005
NCR May 1992 - July 2002
Skills
Software Development, Java, C#, Agile Methodologies, SOA, SQL, Microsoft SQL Server, Software Engineering, XML, SDLC, Linux, JavaScript, Database Design, .NET, Integration, Databases
Education
University of South Florida - College of Business Administration 2008 — 2011
MBA, Management and Advanced MIS
University of South Carolina-Columbia 1987 — 1992
BS, Computer Science, Mathematics
KPMG Advisory August 2008 - July 2009
JPMorgan Chase October 2007 - August 2008
Nextgen Healthcare March 2006 - August 2007
Elwyn March 2006 - August 2007
Skills
Business Development, Finance
Education
University of South Carolina-Columbia 2000 — 2002
Masters, Computer Sci and Engg
BNY Mellon June 2013 - Present
Mercer February 2013 - March 2013
JPMorgan Chase November 2012 - January 2013
ING October 2006 - August 2012
IBT (now State Street Bank and Trust Company) May 2005 - August 2006
Bank of America December 2000 - April 2004
State Street July 1999 - April 2000
Skills
Accounting, Account Reconciliation, Banking, Cash Management, Auditing, Financial Services, Financial Statements, Portfolio Management, Financial Reporting, Internal Audit
Education
University of South Carolina - The Moore School of Business 1997 — 1999
MBA
Wells Fargo November 2014 - Present
Wells Fargo October 2011 - November 2014
TD Bank Group October 2010 - October 2011
JPMorgan Chase February 2007 - December 2008
Total E&P August 2005 - November 2005
Skills
Small Business Lending, Consumer Lending, Commercial Banking, Retail Banking, Lines Of Credit, Loans, Credit, Portfolio Management, Banking, Financial Analysis, Analysis, Credit Risk, Cross Selling, Relationship Management, Finance
Education
University of Scranton 2013 — 2014
Master of Business Administration (MBA), International Business, Honours
Bowen University 2003 — 2006
Bachelor of Science (B.Sc.), Economics, 3.44
Federal Polytechnic Ede 2001 — 2003
Associate's degree, Marketing, Upper Credit
Alpha speedlink Computer Institute 2000 — 2001
Diploma, Computer and Information Sciences and Support Services, A
Premera Blue Cross January 2009 - Present
JPMorgan Chase November 2005 - January 2009
Microsoft September 1998 - November 2005
Nissetsu Technica Corporation July 1997 - August 1998
Worldport, Inc. December 1996 - June 1997
BayanTel, Inc. March 1995 - November 1996
Skills
C#, Microsoft SQL Server, Business Intelligence, Databases, Software Development, Oracle, SDLC, Agile Methodologies, T-SQL, Software Documentation, Data Warehousing, Testing, Visual Basic
Education
University of Santo Tomas 1995 — 1999
BS Mathematics, Computer Science
Washington Mutual Bank Software Developer LeadJPMorgan Chase
JPMorgan Chase 2008 - Present
WaMu 2006 - Present
Washington Mutual 2006 - Present
Univar/Van Waters & Rogers Inc. 1996 - 2002
Univar 1996 - 2002
Education
University of San Francisco 1977 — 1981
ANN INC. September 2013 - June 2014
ANN INC. April 2011 - December 2012
Ann Taylor LOFT June 2008 - April 2011
Ann Taylor August 2006 - June 2008
JPMorgan Chase June 2004 - August 2006
JPMorgan Chase September 2003 - June 2004
Education
University of Scranton 2002 — 2003
MBA, Finance
University of Scranton 1999 — 2002
B.S., Marketing
Bank of the West October 2013 - Present
Bank of the West March 2012 - September 2013
First Bank May 2010 - July 2011
JPMorgan Chase March 2007 - May 2010
WaMu March 2007 - May 2010
Wells Fargo Bank January 2004 - February 2007
Infinity Broadcasting September 1999 - January 2004
Skills
Human Resources, Loans, New Business Development, Portfolio Management, Recruiting, Sales, Sales Management, Training
Education
University of San Francisco 2003 — 2005
B.S., Organizational Business behavoir
JPMorgan Chase June 2013 - Present
EverBank February 2013 - June 2013
Citi February 2012 - December 2012
Bank of America June 2001 - February 2012
Skills
Strategic Partnerships, Team Leadership, Sales Management, Marketing, Loan Origination, Budgeting, Packaged Goods, FHA/VA, Coaching, Recruiting, Loans, Mortgage Lending, Real Estate, FHA, Condo Financing, Jumbo Portfolio Lending, Banking, Budgets, Credit, FMCG, Finance, Financial Analysis, Forecasting, Funding, Investment Properties, Investments, Leadership, Management, Mortgage Banking, Real Estate Financing, Refinance, Residential Mortgages, Sales, VA Loans
Education
University of San Francisco 1992 — 1994
MBA, Marketing
University of Southern New Hampshire 1982 — 1986
Bachelor of Science (BS), Marketing
JPMorgan Asset Management - Global Liquidity February 2014 - Present
JPMorgan Chase October 1998 - January 2014
J.P. Morgan August 1996 - September 1998
Skills
Microsoft Excel, Microsoft Word, Outlook, Client Relations Skills, Microsoft Office, Customer Service
Education
University of Scranton 1992 — 1996
BS, Accounting
Ursuline Academy 1988 — 1992
Carrington Mortgage Services December 2013 - Present
Carrington Mortgage Services September 2011 - Present
Wells Fargo Home Mortgage January 2010 - August 2011
JPMorgan Chase October 2007 - September 2009
Nationstar Mortgage January 2003 - October 2007
Aegis Lending January 2001 - January 2003
Associates Financial November 1999 - July 2001
United States Marine Corps June 1990 - August 2000
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Credit, FHA, Construction Loans, VA loans, FHA financing, Refinance, Loss Mitigation, Recruiting, Sales, USDA, Management, Residential Mortgages, Reverse Mortgages, Mortgage Marketing, Home Equity Loans, Government Loans, Finance, Mortgage Underwriting, Certified Mortgage..., Real Estate, Foreclosures, HUD, REO, Home Equity Lines of..., Customer Service, Loan Modifications, Leadership, Sales Management, Sales Operations, Job Coaching, Coaching, Crystal Reports, P&L Management, P&L Responsibility, Full P&L Responsibility, Sales Presentations, VA Loans, FHA Financing
Education
University of San Diego
JPMorgan Chase August 2013 - Present
Citi December 2011 - August 2013
Citi March 2008 - November 2011
Citi July 2007 - March 2008
Citi July 2002 - June 2007
Citi May 2000 - June 2002
Schroders July 1999 - May 2000
New York Public Library July 1997 - June 1999
J.Crew August 1996 - July 1997
Skills
Change Management, Financial Services, Project Management, Talent Management, Performance Management, Compensation Strategies, Organizational Design, Employee Relations, HRIS, Leadership, Human Resources, Recruiting, Workforce Planning
Education
University of Scranton 1992 — 1996
Bachelor of Science (B.S.), Business Management
JPMorgan Chase 2007 - Present
Bear Stearns 2007 - 2008
Citadel Investment Group 2004 - 2007
Skills
Data Analysis, Quantitative Finance, Quantitative Investing, Statistical Modeling, Equities, Portfolio Management, Quantitative Analytics
Education
University of Chicago
PhD
University of Science and Technology of China
BS
U.S. Bank September 2014 - Present
MUFG Union Bank, N.A. October 2010 - September 2014
American Cancer Society December 2009 - December 2011
M Squared Consulting April 2010 - October 2010
JPMorgan Chase September 2008 - April 2009
Washington Mutual Card Services 2005 - April 2009
Providian Financial November 2003 - January 2005
Credit Evaluation January 2000 - November 2003
E-Commerce September 1999 - January 2000
Providian Financial November 1998 - September 1999
Skills
Risk Management, Banking, Credit Cards, Financial Risk, Credit, Process Improvement, Vendor Management, Business Analysis, Financial Services, Project Management, PMP, Analysis, Analytics, Business Process..., Call Centers, Customer Service, Finance, Financial Analysis, Leadership, Loans, Management, PMO, Project Planning, Project Portfolio..., Relationship Management
Education
University of San Francisco
B.S., Applied Economics
JPMorgan Chase September 2012 - Present
JP Morgan Chase 2008 - Present
Washington Mutual December 2006 - September 2008
TSYS April 2002 - November 2006
Maxim Group; Modis; Professional Support; TMFloyd March 1990 - March 2002
Education
University of South Carolina - Darla Moore School of Business
BS Business Admin, Information Management
JPMorgan Chase June 1992 - Present
JPMorgan Chase 1992 - 2009
Education
University of Scranton 1988 — 1992
BS, International Studies
Capital One February 2014 - Present
Citi June 2012 - February 2014
JPMorgan Chase September 2006 - June 2012
JPMorgan Chase September 2000 - August 2006
Delaware Technical & Community College August 2002 - August 2005
Skills
Credit Cards, Leadership, Strategy, Relationship Management, Financial Services, Business Development, Segmentation, Fundraising, Customer Acquisition, Analytics, Portfolio Management, Direct Marketing, Program Management, Vendor Management, Strategic Planning, Credit, Web Analytics, Marketing, Banking, Marketing Strategy, Strategic Partnerships, Management, CRM, Competitive Analysis, Database Marketing
Education
University of Scranton 1996 — 2000
BS, Mathematics
Alerus Financial May 2012 - Present
Coldwell Banker Premier Realty October 2006 - April 2011
Calamos Investments 2005 - 2006
JPMorgan Chase 2002 - 2004
JPMorgan Chase 1996 - 2002
Skills
Residential Homes, Leadership, Portfolio Management, Sales Process, Investment Properties, Selling, Investments, Contract Negotiation, Customer Service
Education
University of South Carolina-Columbia
BS
ConnectWise July 2015 - Present
Cardinal Health June 2013 - June 2015
Cardinal Health May 2011 - June 2013
JPMorgan Chase March 2010 - May 2011
JPMorgan Chase July 2008 - March 2010
JPMorgan Chase May 2007 - August 2007
Cardinal Health May 2006 - August 2006
Skills
Finance, Financial Analysis, Corporate Finance, Analysis, Management, Microsoft Excel, Financial Modeling, Financial Planning, Treasury Management, Capital Markets
Education
University of South Carolina-Columbia 2004 — 2008
B.S., Finance, Public Relations
Miller Howard Investments June 2010 - Present
ING Investment Management 2008 - 2009
JPMorgan Chase 2007 - 2008
Phoenix Investment Partners (now Virtus) 2004 - June 2006
Skills
Mutual Funds, MLPs, Energy, Utilities, Separately Managed..., Equities, RFP
Education
University of Southern California 1997 — 1999
BA- Business
University of San Diego 1995 — 1997
JPMorgan Chase February 2014 - Present
Goldman Sachs January 2013 - February 2014
Goldman Sachs January 2010 - January 2013
Goldman Sachs March 2008 - January 2010
Goldman Sachs June 2007 - March 2008
Goldman Sachs June 2004 - June 2007
Skills
Bloomberg, Strategic Planning, Due Diligence, Financial Analysis, Operations Management, Project Management, Operational Risk, Risk Management, Regulatory Reform, Process Control, Internal Controls, UAT coordination, Equities, Derivatives, Capital Markets, Valuation, Clearing, Fixed Income, Change Management, Business Continuity...
Education
University of Scranton 2000 — 2004
BS, Finance
Prudential Insurance May 2009 - Present
Prudential Financial October 2006 - May 2009
Prudential Financial February 2005 - October 2006
JPMorgan Chase June 2003 - February 2005
Prudential Financial November 2001 - May 2003
Teleran Technologies 1997 - 2001
Prudential Insurance April 1989 - July 1997
Education
Villanova University 2009 — 2010
Master Certificate in Business Analysis
University of Santo Tomas
Bachelor, Mathematics
Kaiser Permanente March 2009 - Present
JPMorgan Chase May 2003 - January 2009
Education
University of Saskatchewan 1996 — 1998
MBA, Finance
TD Bank September 2015 - Present
TD Bank February 2015 - August 2015
TD Bank June 2013 - January 2015
JPMorgan Chase January 2013 - May 2013
JPMorgan Chase January 2012 - May 2013
JPMorgan Chase May 2011 - January 2012
Progress Properties, LLC September 2007 - May 2011
Century 21 Bellray Properties September 2007 - May 2011
Jerry Fowler & The Results Team Realtors September 2005 - September 2007
Clarke & Company Benefits September 2003 - July 2005
Skills
Short Sales, Foreclosures, Real Estate, Sellers, Loans, Compliance, Employee Training, Quality Control, Project Management, Marketing
Education
University of South Carolina - The Moore School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Marketing/Management
ESPN Real Estate & Mortgage Show January 2015 - Present
Point Mortgage Bank December 2010 - Present
JPMorgan Chase August 2004 - December 2010
Guild Mortgage Company June 2003 - August 2004
Skills
Mortgage Lending, Banking, Loans, Loan Origination, Mortgage Banking, Credit, FHA, Refinance, Residential Mortgages, Credit Analysis, Finance, VA loans, Financial Analysis, Retail Banking, FHA financing, Relationship Management, Small Business Lending, Underwriting, Investments, Commercial Lending, Portfolio Management, Real Estate Economics
Education
University of San Diego
Bachelor of Business Administration (BBA), Business Administration and Management, General
Zco – JK Solution, Inc. November 2014 - Present
JPMorgan Chase April 2014 - November 2014
Auda Alternative Investments April 2012 - April 2014
EZE Castle Integration - Ledgex Systems January 2011 - April 2012
Eze Castle Integration - Professional Services Group November 2008 - April 2012
Warburg Pincus May 2007 - September 2008
Skills
Microsoft SQL Server, SQL, C#, .NET, SSRS, Access, Business Intelligence, Data Warehousing, Microsoft Excel, Outlook, Microsoft Office, Integration, Software Development, SQL Server, Automation, Requirements Analysis, Excel, Java, Programming, VBA, SharePoint, Private Equity, Fund Of Funds, T-SQL Stored Procedures
Education
University of Scranton 2000 — 2004
B.S., Computer Science, Math, Finance
Royal Bank of Canada May 2015 - Present
Ernst and Young February 2014 - May 2015
JPMorgan Chase September 2010 - December 2013
JPMorgan Chase March 2008 - August 2010
Credit Suisse First Boston 2006 - 2008
Lehman Brothers 2005 - 2006
Skills
Risk Management, Project Management, Excel/VBA 2003,..., Sybase SQL, Derivatives, Fixed Income, Market Risk, VBA, Options, Equities, Trading, Requirements Analysis, Equity Derivatives, Visio, Bloomberg, Electronic Trading
Education
Worcester Polytechnic Institute 2003 — 2005
MS, Financial Mathematics
University of Science and Technology Beijing 1995 — 1999
BS, Computer Science
JPMorgan Chase February 1998 - Present
Education
University of Santo Tomas 1975 — 1990
Bachelor of Science (B.S.), Electrical and Electronics Engineering
University of Santo Tomas
United Capital Source October 2014 - Present
JPMorgan Chase March 2013 - October 2014
JPMorgan Chase September 2010 - February 2013
Chase Investment Services Corp. April 2009 - September 2010
Fidelity Investments July 2007 - February 2009
OppenheimerFunds April 2004 - July 2007
OppenheimerFunds October 2002 - April 2004
Quick and Reilly, Fleet Bank December 1999 - October 2002
Saratoga Capital Management April 1998 - December 1999
Skills
Hold Series 7, series 66, Series 63, Retirement Planning, Asset Allocation, Presentations, Phone Sales, Internal Sales, Direct Sales, Small Business, Credit Cards, Mortgage Banking, Sales, Financial Services, Wealth Management, Relationship Management, High Net Worth..., Cross Selling, Strategic Financial..., Financial Advisory, Banking, Life Insurance, Retail Banking, Sales Presentations, Separately Managed..., Sales Management, IRAs, Loan Origination, Private Banking, Wealth Management..., Insurance, Training, Portfolio Management, Telemarketing, Finance, Financial Planning, Series 7
Education
St. John's University 1995 — 1998
Bachelor of Science (BS), Communication and Media Studies and Business minor.
University of Scranton 1993 — 1994
JPMorgan Chase Loan Rep. IIJPMorgan ChaseFebruary 1998 - December 2004
Education
University of San Jose - Recoletos 1984 — 1988
Bachelor of Science in Commerce-Mgnt., Economics
JPMorgan Chase September 2012 - Present
Financial Industry Regulatory Authority June 2010 - August 2012
NYSE August 2007 - June 2010
Citigroup 2006 - 2007
Morgan Stanley 2004 - 2006
Charles Schwab 1997 - 2004
Skills
Risk Management, Securities, Equities, Capital Markets, Financial Services, Options, Series 7, Series 24, Regulatory Compliance, Surveillance, Investigation, Retail Brokerage, Auditing, Operational Risk
Education
University of Scranton 1991 — 1995
B.A., International Language-Business
Meridian Health October 2010 - Present
Kimball Medical Center March 2010 - October 2010
Kimball Medical Center March 2010 - October 2010
LTC Career Training November 2009 - January 2010
JPMorgan Chase May 2003 - November 2009
JPMorgan Chase June 1992 - November 2009
LifeWorks products and services January 2001 - January 2003
Enterprise Operating Services January 1996 - January 2001
Global Financial Services January 1995 - January 1996
InfoServ International January 1993 - January 1995
Education
University of Scranton
B.S, International Studies
JPMorgan Chase January 2008 - Present
Skills
Bloomberg, Equities, Hedge Funds, Investment Banking, Middle Office, Prime Brokerage, Securities, Securities Lending, Trading
Education
University of Scranton 2002 — 2006
Bachelor of Science, Management
JPMorgan Chase August 2013 - Present
Knight Capital Group July 2011 - August 2013
Yahoo! August 2010 - July 2011
Yahoo! June 2009 - September 2009
Skills
Hadoop, Distributed Systems, Scalability, REST, Multithreading, Software Engineering, SDLC, Subversion, Design Patterns, High Performance..., Agile Methodologies, Apache, Bash, MapReduce, Object Oriented Design, Architecture, Shell Scripting, Programming, Spring, Maven, Eclipse, Architectures
Education
University of Virginia 2006 — 2010
Ph.D., Computer Science
University of Science and Technology of China
BS, Computer Science
JPMorgan Chase March 2014 - Present
Yale University September 2008 - February 2014
Key Laboratory of Quantum Information, Chinese Academy of Sciences June 2007 - June 2008
Skills
C++, Matlab, Physics, Monte Carlo Simulation, Materials Science, Molecular Dynamics, Statistics, LaTeX, Mathematica, Research, Mathematical Modeling, Python, C, Data Analysis
Education
Yale University 2008 — 2014
Doctor of Philosophy (Ph.D.), Physics
University of Science and Technology of China 2004 — 2008
Bachelor of Science (B.S.), Physics
JPMorgan Chase October 2009 - Present
JPMorgan Chase October 2007 - September 2009
KPMG in the Cayman Islands 2004 - 2007
Skills
Audit, Financial Reporting, Hedge Funds, Big 4, US GAAP, IFRS, External Audit, Internal Controls, Consolidation, Financial Accounting, Due Diligence, Auditing, Private Equity, Accounting, Compliance, Alternative Investments, Cash Flow, Assurance, Corporate Finance, Financial Modeling
Education
CFA Institute
CFA Level 3 completed
CAIA Association
CAIA Level 1 completed
Institute of Chartered Accountants
Chartered Accountant
University of South Africa/Universiteit van Suid-Afrika
Bachelor's Degree, Accounting Science
University of South Africa/Universiteit van Suid-Afrika
Bachelor's Degree, Accounting Science (Hons)
Amazon August 2014 - Present
Amazon September 2012 - July 2014
Holiday Inn Express and Suites February 2007 - July 2014
Pacific Blue Cross October 2011 - May 2012
Rogers Communications May 2011 - October 2011
JPMorgan Chase October 2005 - November 2010
Skills
Call Center, Customer Satisfaction, Customer Service, Time Management, Process Scheduler, Teamwork, Sales, Team Leadership, Coaching, Team Building, Microsoft Excel, Relationship Management, Outlook, Microsoft Office, Leadership Development, Training, Risk Management, Performance Management, Credit, Call Centers, Operations Management, Analysis, Banking, Customer Retention, Management, Sales Management, Customer Experience, Leadership, Employee Training, Process Improvement
Education
Management and Strategy Institute
Six Sigma Lean Professional Certification
UBC - Sauder School of Business 2008 — 2008
University of Santo Tomas
Secure Mission Solutions a Parsons Company October 2012 - Present
Cummings Wealth Management Group October 2011 - October 2012
JPMorgan Chase March 2011 - August 2011
JP Morgan Chase July 2010 - March 2011
JP Morgan Chase January 2008 - March 2009
Capstar Group June 2001 - January 2008
PSS November 1995 - May 2001
Skills
Multi-tasking, large..., Strong Organizational..., Data gathering; report..., Writing Excellent..., Relationship Management, Microsoft Office, Microsoft Excel, PowerPoint, Business Development, Marketing, Online Research, Project Management, Sales Operations, CRM, Outlook, Microsoft Word, Customer Service, Banking, Sales, Mail Merge, Meeting Planning, Hotel..., Follow-up and attention...
Education
University of South Carolina-Columbia
BS Degree; Bachelor of Science, Education, Secondary Education; Business
Winnsboro High School
High School Diploma
Equity Risk Partners October 2014 - Present
Equity Risk Partners December 2012 - October 2014
Equity Risk Partners November 2011 - December 2012
JPMorgan Chase July 2010 - November 2011
Education
University of San Francisco 2003 — 2007
B.A., English
Iolani
Deutsche Bank 1996 - 2005
Deutsche Bank 2001 - 2003
Credit Agricole 1995 - 1996
Citi 1993 - 1995
JPMorgan Chase 1990 - 1993
Skills
Middle Office, Back Office, Financial Services, Derivatives, Settlement, Fixed Income, Equities, Capital Markets, Securities
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
MBA, Finance/Management
University of Scranton 1986 — 1990
BS, Management
MetLife August 2013 - Present
MetLife September 2006 - August 2013
JPMorgan Chase January 2002 - September 2006
JPMorgan Chase March 1999 - January 2002
Constantin Control Associates July 1998 - March 1999
Chase March 1994 - July 1998
Skills
Fixed Income, Investments, Risk Management, Asset Management, Financial Modeling, Portfolio Management, Equities, Securities, Alternative Investments, Derivatives, Capital Markets, Insurance, Asset Managment, Bloomberg
Education
University of Scranton 1988 — 1992
Bachelor's degree, Accounting
JPMorgan Chase March 2010 - May 2012
JPMorgan Chase 2010 - 2012
Skills
Accounting Applications, Accounts Payable, Accounts Receivable, General Ledger, General Accounting, Accounting
Education
University of Santo Tomas
JPMorgan Chase August 2010 - Present
Education
University of San Francisco 2007 — 2012
Bachelor's degree, Economics, 2.9
JPMorgan Chase December 2012 - Present
JPMorgan Chase December 2012 - November 2013
Skills
Investments, Banking, Loans, Financial Analysis, Risk Management, Credit, Mortgage Lending, Financial Modeling, Portfolio Management, Business Analysis, Equities, Credit Risk, Investment Banking, Financial Services, Mortgage Banking, Valuation, Loan Origination, Residential Mortgages
Education
University of Santo Tomas 1975 — 1979
Bachelor of Arts (BA), Genral Studie/Business Entrepreneurship