JPMorgan Chase
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JPMorgan Chase & Co. is the sixth-largest bank in the world by total assets ($2,533.60 B). wikipedia.org
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JPMorgan Chase Employees
JPMorgan Chase Bank, N.A. May 2013 - Present
Chicago South Asian Arts Council, Inc. November 2013 - Present
JPMorgan Chase Bank, N.A. June 2010 - Present
Chicago International Film Festival February 2011 - October 2012
Chicago International Film Festival July 2011 - October 2011
Next Generation Leadership Advisory Council Chicago 2016 Olympic Committee June 2009 - October 2009
JPMorgan Chase March 2005 - May 2009
Bank One, N.A. August 2000 - September 2004
Banc One Capital Markets August 1999 - August 2000
Bank One, N.A. March 1999 - August 1999
Skills
Banking, Loans, Credit, Finance, Relationship Management, Risk Management, Commercial Lending, Small Business Lending, Building Relationships, Cold Calling, Working Capital..., Construction Loans, Real Estate Lending, Profitable Growth, Cash Flow Management, Municipal Bonds, Public Finance, Municipal Lending
Education
Boston University Questrom School of Business 1996 — 1998
MBA, Finance and Marketing
University of Illinois at Urbana-Champaign 1986 — 1990
BA, Political Science / Biology
Francis W. Parker School 1978 — 1986
Diploma
Starr Companies August 2014 - Present
JPMorgan Chase February 2014 - August 2014
Cognizant Technology Solutions September 2012 - February 2014
Pratt & Whitney May 2011 - June 2012
HBO November 2010 - May 2011
Dalet Digital Media Systems March 2008 - April 2009
Direct Brands, Inc. February 2006 - March 2008
Digital Pulp May 2005 - December 2005
Gelia Wells & Mohr September 2004 - December 2004
Eric Mower + Associates January 2004 - May 2004
Skills
Omniture, CMS, MS Project, CSS, ASP, SAP, XML, SQL, Access, Microsoft Office, MRI, Hitbox, JSP, JIRA, Test Director, Quality Center, HTML, Email Marketing, Web Development, E-commerce, Visio, Web Analytics, Online Marketing, Content Management, SharePoint, SharePoint Designer, InfoPath, Clarity, .NET, SOA, JavaScript, Project Management, Program Management
Education
New York University 2010 — 2011
Graduate Certificate, Chinese - Mandarin
Boston University Questrom School of Business 2006 — 2010
MS, Project Management
Boston University 2008 — 2008
Professional Certification, Project Management
State University of New York at Buffalo 2002 — 2005
BA - Interdisciplinary Study, Creative Communication
PRW Wealth Management July 2014 - Present
Morgan Stanley July 2013 - July 2014
U.S. Trust January 2008 - July 2013
Bank of America July 2005 - December 2007
JPMorgan Chase August 2004 - July 2005
GunnAllen Financial January 2004 - July 2004
Harrison Securities November 2002 - October 2003
Skills
Wealth Management, Investments, Retirement Planning, Series 7, Estate Planning, Investment Management, Finance, Banking, Financial Advisory, Entrepreneurship, Management, Wealth, Trading, Sales, Tax, Equities, Asset Allocation, High Net Worth..., Portfolio Management
Education
Boston University Questrom School of Business 2010 — 2011
Master's Degree, Investment Management
Mount St. Mary's University 1998 — 2002
Bachelor's Degree, Business
JPMorgan Chase June 2013 - August 2013
Education
Boston University Questrom School of Business 2011 — 2014
Allen Glass, P.C. January 1996 - Present
FDIC 1993 - 1996
Coopers & Lybrand 1990 - 1993
JPMorgan Chase 1987 - 1992
Skills
Family Law, Litigation, Civil Litigation, Prenuptial Agreements, Paternity, Domestic Relations, Appeals, Courts, Wills, Criminal Defense, Collaborative Law, Personal Injury, Legal Research, Trial Practice, Mediation, Guardianship, Alternative Dispute..., Legal Writing
Education
Boston University School of Law 1992 — 1995
JD
Columbia College (NY) 1976 — 1980
BA, Economics
Wells Fargo Home Mortgage August 2014 - Present
Mortgage Access Corporation July 2013 - August 2014
JP Morgan Chase August 2010 - July 2013
MetLife Home Loans January 2010 - August 2010
PNC Mortgage September 2008 - January 2010
JPMorgan Chase November 2001 - September 2008
SunGard 1999 - 2000
First Fidelity Bank 1991 - 1996
Skills
Mortgage Lending, Residential Mortgages, Banking, Refinance, Loans, Investment Properties, Finance, First Time Home Buyers, Sellers, Credit, Real Estate, Equities, FHA, Residential Homes, Small Business Lending
Education
Boston University 1987 — 1991
Bachelor's Degree
Watchung Hills 1983 — 1987
JPMorgan Chase May 2014 - Present
Ernst & Young October 2010 - April 2014
Slow Money January 2010 - October 2010
Skills
Financial Services, Risk Management, Capital Markets, Dodd-Frank, Regulatory Requirements, Business Process..., Finance, Financial Analysis, Investment Banking
Education
Boston University Questrom School of Business 2006 — 2010
B.S. Business Administration, Finance, International Management
Aspire Pharmaceuticals February 2013 - Present
Audible, Inc. April 2010 - March 2013
JPMorgan Chase March 2008 - August 2009
General Electric-GE Money July 2006 - November 2007
Concord Foods April 2005 - August 2005
US Concepts LLC (Diageo) May 2003 - May 2004
US Pharma Lab May 2002 - May 2004
Skills
Cross-functional Team..., Strategy, Forecasting, Leadership, Marketing Strategy, Business Planning, Strategic Partnerships, Management, Product Marketing, E-commerce, Analytics, Product Development, Business Development, Sales, Strategic Planning, Budgets, Marketing, Competitive Analysis, Customer Retention, Pricing, Product Management, Segmentation, Marketing Management, Digital Marketing, Market Research, Start-ups, Direct Marketing
Education
Boston University Questrom School of Business 2004 — 2006
MBA, Marketing & Strategy
Rutgers University-New Brunswick 1998 — 2002
BA, Economics & Communication
GE Capital November 2014 - Present
JPMorgan Chase February 2014 - October 2014
JPMorgan Chase October 2012 - February 2014
Morgan Stanley May 2011 - September 2012
Morgan Stanley March 2008 - April 2011
Merrill Lynch August 2004 - February 2008
Merrill Lynch April 2000 - August 2004
Skills
Prime Brokerage, Electronic Trading, Fixed Income, Equities, Trading Systems, Middle Office, Capital Markets, Series 7, Business Analysis, Strategy, SDLC, Derivatives, Trading, Back Office, Finance
Education
Boston University - School of Management 1993 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
West Boylston Jr Sr High 1990 — 1993
Transamerica April 2015 - Present
Boston University August 2014 - January 2015
Allianz EFU Health Insurance Limited July 2014 - August 2014
EFU Life Assurance Ltd. June 2014 - July 2014
Boston University January 2014 - May 2014
Private Individual August 2013 - January 2014
FirstWater Pvt Ltd June 2013 - July 2013
EUYSRA January 2012 - May 2013
JPMorgan Chase July 2012 - August 2012
ICAP, SIUT, Bank Alfalah Ltd, Habib Oil Mills November 2008 - September 2011
Skills
Microsoft Office, Microsoft Excel, Data Analysis, Project Management, Accounting, Business Strategy, Research, Project Planning, Strategic Planning, Teamwork, Microsoft Word, Risk Management, Access, PowerPoint, Management, Programming, Matlab, Auditing, International Shipping, International Sales, Business Development, Business Planning, CSS, Business Analysis, C, Team Leadership, Team Management, SQL, VBA, Networking, Information Technology, Time Management, English, Teaching, Maple, SAS, Analysis, Public Speaking, Economics, Customer Service, C++, Cocoa, Microsoft SQL Server, Statistics
Education
Boston University 2013 — 2014
Master's degree, Actuarial Science, Cum Laude
University of Edinburgh 2009 — 2013
BSc, Mathematics and Management
Karachi Grammar School 2002 — 2009
High School
Acadian Asset Management July 2015 - Present
JPMorgan Chase April 2013 - July 2015
Fidelity Capital Markets April 2011 - April 2013
Fidelity Investments September 2009 - April 2011
Barclays Wealth June 2008 - August 2008
Skills
Prime Brokerage, Capital Markets, Hedge Funds, Investment Management, Series 7, Series 63, Equities, Trading, Settlement, Customer Service, Bloomberg, Capital IQ, Factset, Mutual Funds, Financial Services
Education
Boston University Questrom School of Business 2015 — 2018
Master of Business Administration (M.B.A.), Dual Concentration in Entrepreneurship, Operations & Technology Management
Boston University Graduate School of Management 2012 — 2013
MSIM, Master's of Science in Investment Management
Indiana University Bloomington 2005 — 2009
Bachelor of Science, Financial Management
Boston University London Study Abroad 2008 — 2008
Business & Economics
Fidelity Investments May 2015 - Present
Fidelity Investments September 2012 - April 2015
JPMorgan Chase January 2011 - August 2012
Fidelity Investments October 2010 - December 2010
Fidelity Investments June 2009 - August 2009
Skills
Hedge Funds, Microsoft Excel, PowerPoint, Interest Rate..., Debt Management, Capital Structure, Cash Flow Forecasting, Treasury Management, Fixed Income, Equities, Bloomberg, Financial Modeling, Capital Markets, Valuation, Bloomberg Terminal, Investments, Due Diligence, Risk Management
Education
Boston University Questrom School of Business 2015 — 2018
Master of Business Administration (M.B.A.), Finance Concentration
Lehigh University 2006 — 2010
Bachelor's degree, Finance, General
RCS Real Estate Advisors 2005 - Present
JPMorgan Chase 1995 - 2004
JPMorgan Chase 1986 - 1995
Skills
Business Development, Retail, Value Creation, Real Estate, Due Diligence, Mergers & Acquisitions, Valuation, Portfolio Management, Private Equity, Investment Banking, Asset Management, Corporate Finance, Financial Modeling, Financial Analysis, Management, Commercial Real Estate, Strategic Planning, Finance
Education
NYU Stern School of Business 1990 — 1992
Master of Business Administration (MBA), Finance
Boston University - School of Management 1982 — 1986
Bachelor of Science Business Administration (B.S.B.A.), Finance
Staples High School
MasterCard October 2007 - Present
Citibank 2004 - 2007
JPMorgan Chase 2001 - 2004
Citibank 1998 - 2001
Skills
Project Management, Marketing Strategy, Market Research, Direct Marketing, Forecasting, Data Analysis, Analysis, Marketing, Credit Cards, Program Management, Business Analysis, Analytics, Banking, Financial Services, Leadership, Segmentation, Strategy
Education
Boston University Questrom School of Business 1994 — 1998
BS, Marketing and MIS
The Guardian Life Insurance Company of America October 2013 - Present
The Guardian Life Insurance Company of America 2006 - Present
The Guardian Life Insurance Company of America 2006 - 2008
MetLife 1999 - 2006
MasterCard International 1994 - 1999
JPMorgan Chase 1989 - 1994
Skills
Life Insurance, Employee Benefits, Marketing Strategy, Direct Marketing, Segmentation, Insurance, Financial Services, Health Insurance, Database Marketing, Disability Insurance, Strategic Planning, Integrated Marketing, Analytics, Strategy, Product Management, CRM, Account Management, Marketing, Strategic Partnerships, Lead Generation, Competitive Analysis, Leadership, Marketing Management, Advertising, B2B, Market Research, Training, Program Management, Internal Communications, Customer Retention, Change Management, Product Marketing, Consulting, Pricing, Strategic Thinking, Executive Management, Marketing Research, Thought Leadership, Portfolio Management, Email Marketing, Salesforce.com, B2B Marketing, Marketing Communications, Market Analysis, Digital Marketing, Cross-functional Team..., Multi-channel Marketing, Customer Acquisition, Competitive Intelligence, P&L Management
Education
Smith College
Executive Women's Business Program, Certificate
Boston University - School of Management 1985 — 1989
Bachelors of Science, Business Administration
Ginsburg Development Companies, LLC November 2014 - Present
Evergreen Home Builders Inc. January 2010 - Present
JPMorgan Chase May 2011 - October 2014
JPMorgan Chase October 2009 - April 2011
Ameriprise Financial Services February 2008 - November 2009
Hudson Highland Homes Inc. 1992 - December 2007
The Silver Group 1990 - 1992
Orange County Associates Ltd. 1986 - 1990
Skills
Mortgage Lending, Loans, Real Estate, Investments, Finance, Insurance, Sales, Commercial Lending, Credit, Banking, Commercial Banking, Retirement Planning, Condos, Financial Analysis, Financial Services, Residential Homes, Project Planning, Customer Service, Real Estate Financing, Real Estate Development, Construction Management, Supervising, Land Development, Project Management, Construction Drawings, Commercial Real Estate, Custom Homes, New Home Sales, Shopping Centers, Budgets, Contract Negotiation, Management, Strategic Planning, Contract Management, Construction, Contractors, Process Scheduler, Property Management, Negotiation, Leases, Microsoft Excel, Microsoft Word
Education
Boston University - School of Management
BS, Business Administration
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase April 2013 - January 2015
iProspect April 2012 - April 2013
SmartSign January 2011 - April 2012
iReach June 2009 - August 2009
Computer Courage May 2008 - August 2008
Skills
Google Analytics, Omniture, Google Webmaster Tools, Social Media, Microsoft Excel, PowerPoint, Facebook, Twitter, LinkedIn, Google+, SEO, SEO copywriting, SEOmoz, E-commerce SEO, SEO Audits, Google Adwords, YouTube, Web Marketing, Online Marketing, Digital Marketing, SEM, Advertising
Education
Boston University - School of Management
Bachelor of Science Business Administration, Concentration in Marketing
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase July 2013 - December 2014
Arbor Commercial Mortgage November 2012 - June 2013
Interbank Peru April 2007 - July 2010
Crediscotia (Banco del Trabajo) October 2005 - April 2007
Skills
Mortgage Lending, Entrepreneurship, Enterprise Risk..., Business Process..., Cross Selling, Corporate Finance, Emerging Markets, Risk Management, Strategic Planning, Commercial Banking, Finance, Analysis, Fixed Income, Financial Markets, Financial Analysis, Management, Financial Modeling, Strategy, Negotiation, Credit Analysis, Microsoft Excel, Forecasting, Marketing, Project Finance, Structured Finance, Cash Flow, Project Management, Financial Services, Business Strategy, Credit, Portfolio Management, Valuation
Education
Boston University - School of Management 2011 — 2012
MBA, Concentration in Finance
Universidad del Pacífico (PE)
Bachelor, Business
Deutsche Bank August 2014 - Present
JPMorgan Chase August 2012 - August 2014
CIT Group June 2011 - August 2012
Barclays Capital September 2008 - June 2011
Lehman Brothers July 2007 - September 2008
Wolters Kluwer Law & Business May 2004 - July 2007
Morgan Stanley 2000 - 2003
Ballon Stoll Bader & Nadler 1996 - 1998
Skills
Training, Employee Training, E-Learning, Organizational..., Risk Management, Global Training Program..., Training Content..., LMS Administration, Training Reporting &..., Project Management, Change Management, Talent Management, Performance Management, Leadership Development, Vendor Management, Leadership, Program Management, Banking, Capital Markets, Financial Services, Investment Banking, Management, Due Diligence, Consulting, Business Development
Education
New England School of Law 1993 — 1996
JD
Boston University 1988 — 1992
BS, Journalism/Political Science
JPMorgan Chase April 2014 - Present
J.P. Morgan March 2013 - April 2014
Merchandise Connection May 2011 - December 2012
JPMorgan Chase February 2011 - April 2011
Jamieson Louttit & Associates June 2010 - August 2010
Bacchus Associates May 2010 - June 2010
Skills
Microsoft Excel, Finance, PowerPoint, Corporate Finance, Financial Statement..., Valuation, Microsoft Office, Dreamweaver, Bloomberg, Google Analytics, Adobe Creative Suite, Social Media, Thomson Research, Accounting
Education
Boston University - School of Management 2008 — 2012
Finance And Accounting
Encompass Digital Media, Inc. April 2014 - Present
Harbor Yard Sports and Entertainment September 2012 - April 2014
New York Islanders Hockey Club September 2011 - April 2012
Boston University May 2009 - May 2010
Agganis Arena January 2009 - May 2009
JPMorgan Chase June 2007 - August 2007
CVS Caremark Corporation October 2004 - August 2006
Skills
Final Cut Pro, Photoshop, After Effects, Microsoft Excel, LiveType, iMovie, Video Editing, Avid, Facebook, Editing, Avid Media Composer, Video Production, Microsoft Office, Social Media, PowerPoint, Broadcast, Video, Journalism, Customer Service
Education
Boston University 2006 — 2010
Bachelor of Science (B.S.), Journalism; Sports Broadcasting
JPMorgan Chase 2010 - Present
ALPFA New York Chapter 2012 - 2013
The Talbots Inc October 2009 - July 2010
ALPFA Boston 2008 - 2010
Morgan Stanley Smith Barney January 2009 - August 2009
Humanna Group February 2005 - December 2006
AJR Consulting April 2004 - January 2005
Skills
Bloomberg, Corporate Finance, Financial Analysis, Management Consulting, Leadership, Management, Team Building, Business Development, Strategy, Mergers & Acquisitions, Finance
Education
Harvard University 2007 — 2009
Master in Liberal Arts in Management, Finance
Boston University 2008 — 2009
Graduate Diploma, Banking and Financial Services
Instituto Tecnológico y de Estudios Superiores de Monterrey 1999 — 2004
Bachelor Degree, International Business
Investment Banking Institute 2010 — 2010
Financial Modeling and Valuation training program
Instituto Tecnológico y de Estudios Superiores de Monterrey 2005 — 2005
Graduate Diploma, Developing and Directing Talent
Seoul National University 2004 — 2004
Business and Economics in Asia
University of Cincinnati 2004 — 2004
International Negotiation and Entrepreneurship
Universidad de Alcalá 2002 — 2002
Analysis of International Competitiveness
LogMeIn February 2015 - Present
mullen March 2012 - February 2015
Mullen May 2011 - March 2012
BuzzBack Market Research May 2010 - May 2011
JPMorgan Chase December 2007 - July 2009
Dow Jones August 2006 - December 2007
Skills
SAS, Google Analytics, Omniture, Radian6, DART, Facebook Insights, YouTube Analytics, Analytics, Statistical Data..., Tableau, Brand Health Tracking, Digital Marketing, NetBase, DoubleClick, Facebook, Online Advertising, Strategy, Digital Strategy, Online Marketing, Market Research, Social Media
Education
Boston University Questrom School of Business 2009 — 2011
Candidate for an MBA, Marketing
Rutgers University-New Brunswick 2002 — 2006
BA, Economics, minor in Psychology
Citizen Schools July 2015 - Present
Citizen Schools October 2014 - June 2015
Citizen Schools August 2013 - October 2014
KIPP Foundation June 2012 - August 2012
LVMH Moet Hennessy Louis Vuitton Inc. October 2008 - August 2011
JPMorgan Chase July 2007 - October 2008
Merrill Lynch February 2006 - April 2007
JPMorgan Chase June 2006 - August 2006
Education
Boston University Graduate School of Management 2011 — 2013
MS-MBA
The Catholic University of America 2003 — 2007
BSBA
Tufts Health Plan August 2012 - Present
Power Advocate, Inc. 2008 - July 2012
Deloitte 2002 - September 2008
Deloitte Consulting 2002 - 2008
BancBoston Robertson Stephens 1997 - 1999
JPMorgan Chase 1995 - 1997
Education
Boston University Graduate School of Management 2000 — 2002
MBA, Marketing
Bowdoin College 1990 — 1994
BA, Government/History
Johnson & Johnson September 2015 - Present
Johnson & Johnson August 2014 - August 2015
Johnson & Johnson August 2013 - August 2014
Darden School of Business at the University of Virginia 2011 - 2013
Johnson & Johnson May 2012 - August 2012
JPMorgan Chase October 2010 - June 2011
PricewaterhouseCoopers August 2006 - October 2010
Deloitte June 2005 - August 2005
Major League Baseball June 2004 - August 2004
Skills
Certified Public..., Finance, CPA, Strategic Planning, Strategy, Corporate Finance, Competitive Analysis, Business Strategy, Data Analysis, Cross-functional Team..., Market Research, Analytics, Project Management, Marketing Strategy, Business Analysis, Financial Reporting, Business Development
Education
Darden School of Business at the University of Virginia 2011 — 2013
MBA
Boston University - School of Management 2002 — 2006
Bachelor of Science, Business Administration
Delta Air Lines July 2013 - August 2014
Boston University Questrom School of Business August 2011 - May 2013
United Nations June 2012 - August 2012
JPMorgan Chase February 2010 - July 2011
JPMorgan Chase February 2008 - January 2010
JPMorgan Chase September 2006 - January 2008
Education
Boston University Questrom School of Business 2011 — 2013
Full-Time MBA, Marketing, Operations Management
Macalester College 2002 — 2006
Bachelor of Arts, Economics
Scarsdale High School 1998 — 2002
High School Diploma
OppenheimerFunds May 2015 - Present
JPMorgan Chase December 2013 - May 2015
JPMorgan Chase May 2013 - December 2013
JPMorgan Chase May 2012 - May 2013
JPMorgan Chase July 2010 - May 2012
Boston University Student Athlete Support Services September 2009 - September 2010
Chubb Group of Insurance Companies June 2009 - July 2009
Company One January 2009 - May 2009
Boston University Office of Information Technology April 2008 - May 2009
Lake Beulah Sailing School May 2007 - August 2007
Skills
Process Management, Business Process..., Business Analysis, Business Process..., Communication, Close Attention to..., Organization, Macroeconomics, Econometrics, Analysis, Leadership, Data Analysis, Training, Quantitative Analytics, Process Improvement, Analytics, Project Management
Education
Boston University 2006 — 2010
Master of Arts (MA), Economics
Boston University - Boston Massachusetts 2006 — 2010
Bachelor of Arts, Economics
AMR Companies LTD July 2015 - Present
Hedge Fund Alternatives December 2009 - Present
BlackLine Resources May 2014 - Present
Signet Group LLC March 2010 - July 2012
The Meridius Group November 2007 - December 2009
Bear Stearns August 2005 - October 2007
Wells Fargo October 2003 - July 2005
JPMorgan Chase December 2003 - October 2004
The Credit Network February 2002 - November 2003
Skills
Specialty Finance..., Business Plan..., Commercial Lending, Commercial Leasing, Financing Alternatives, Senior Life Settlements, SLS, Film Finance, Private Placements, Private Equity, Alternative Investments, Oil/Gas, Alternative Energy, Alternative Fuels, Securities Lending, Strategic Planning, Life Settlements, Business Development, Portfolio Management, Loans, Structured Finance, Investment Banking, Trading, Banking, Investment Strategies, Investments, Mergers & Acquisitions, Management, Venture Capital, Finance, Project Finance, Mutual Funds, Funding, Hedge Funds, Business Strategy, Capital, Due Diligence, New Business Development, Investment Properties, Financial Structuring, Emerging Markets, Investor Relations, Asset Allocation, Asset Management, Financial Advisory, Joint Ventures, Commercial Real Estate, Real Estate, Executive Management, Corporate Development
Education
Boston University - School of Management 1994 — 1996
Master of Business Administration (M.B.A.), Attended
Northeastern University 1984 — 1989
B.S., Political Science
Lyme-Old Lyme Senior High School 1981 — 1984
St. Charles Elementary, Toledo, OH 1972 — 1980
Merrill Lynch July 2011 - Present
Bank of America June 2008 - July 2011
JPMorgan Chase September 2010 - January 2011
Education
Boston University 2003 — 2007
B.A., English Literature
JPMorgan Chase September 2014 - Present
Bernard C. Daley, Esq. October 2009 - Present
Eastern Design Tile & Marble, Inc. May 2002 - October 2009
Ulmer & Berne LLP May 1999 - May 2001
Law Office of Joseph C. Daley, Esq. July 1989 - April 1999
Skills
Strategic Planning, Customer Service, Risk Management, Project Management, Microsoft Office, Microsoft Excel, Negotiation, Microsoft Word, Marketing, Corporate Law, Start-ups
Education
Boston University School of Law 1986 — 1989
JD, Banking, Corporate, Finance, and Securities Law
Brown University 1982 — 1986
Bachelor of Arts (BA), Applied Mathematics and Economics
Madison, WI December 2011 - Present
South Central Mortgage Solutions, LLC, an affiliate of US Bank April 2010 - November 2011
Wells Fargo Home Mortgage August 2000 - April 2010
JPMorgan Chase August 1997 - August 2000
Skills
Mortgage Lending, First Time Home Buyers, Real Estate, Investment Properties, FHA, Mortgage Banking, Refinance, VA loans, Residential Homes, Government Loans, Construction Loans, Loans, Residential Mortgages, Non-Conforming, Investments
Education
Boston University 1991 — 1995
Bachelor of Arts, Magna Cum Laude
New Trier Township High School 1987 — 1991
Vira Boutique June 2013 - Present
Online Buddies, Inc. June 2011 - May 2013
Indian Dhaba March 2010 - May 2011
JPMorgan Chase February 2008 - February 2010
Benetton Group July 2006 - June 2008
Online Buddies, Inc. September 2004 - October 2007
Skills
Bloomberg, Online Advertising, Social Media, Social Media Marketing, HTML, Microsoft Office, Online Marketing, Market Research, JIRA
Education
Boston University - School of Management 2003 — 2007
Bachelor of Science (BS)
JPMorgan Chase January 2013 - Present
HSBC Private Bank April 2012 - December 2012
HSBC Private Bank July 2009 - May 2012
US Trust November 2004 - July 2009
Skills
Series 7, Series 66, Wealth Management, Private Banking, Investment Management, High Net Worth..., Banking, Relationship Management, AML, Loans, Trust Services, FINRA, Uniform Combined State..., Alternative Investments, Fixed Income, Asset Allocation, Portfolio Management
Education
Boston University 2000 — 2004
BA, Finance
Boston University Questrom School of Business 2000 — 2004
BA, Finance
Mercer Investments February 2013 - Present
JPMorgan Chase July 2012 - February 2013
Merrill Lynch October 2011 - April 2012
Quabbin Wire & Cable Co., Inc. June 2011 - August 2011
Dow Jones February 2011 - April 2011
Bulfinch Hotel May 2010 - December 2010
LEGO Systems, Inc. June 2009 - January 2010
Skills
Customer Service, Sales, Phone Skills, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Access, Facebook, Social Media, Financial Analysis, Outlook, Investments
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Minnechaung Regional High School 2004 — 2008
diploma, college prep
Comcast/NBCUniversal July 2014 - Present
Comcast Cable July 2015 - Present
NBCUniversal, Inc. July 2014 - July 2015
Agganis Arena at Boston University September 2011 - May 2014
Comcast May 2013 - August 2013
JPMorgan Chase February 2013 - April 2013
AssuranceMD May 2012 - August 2012
IMA Consulting June 2007 - August 2007
Skills
Access, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Social Media, Outlook, HOLT Valuation, GMI, Finance, Visio, Corporate Finance, Business Operations, Business Analysis, Analysis, Data Analysis, Teamwork
Education
Boston University - School of Management 2010 — 2014
Bachelor's Degree, Business Administration, Finance, Business Law, Economics, 3.89/4.0
Unionville High School 2006 — 2010
Webster Bank August 2013 - Present
FTI Consulting April 2013 - July 2013
FTI Consulting February 2011 - April 2013
JP Morgan Chase 2008 - January 2011
JPMorgan Chase 2005 - 2008
JPMorgan Chase 2001 - 2005
Irving Trust Company 1986 - 1990
Skills
Credit Analysis, Portfolio Management, Credit, Credit Risk, Banking, Asset Based Lending, Finance, Restructuring, Loans, Leveraged Finance, Mergers & Acquisitions, Financial Analysis, Commercial Banking, Financial Structuring, Capital Markets, Corporate Finance, Due Diligence, Middle Market, CRM, Team Building, Relationship Management, Investments, Executive Management, Cash Flow, Strategy, Valuation, Treasury Management, Funding, Private Equity, Financial Modeling, Risk Management, Leadership, Securities, LBO, Management, Debt Restructuring, Business Development, Commercial Lending, Financial Risk, Cash Management, Business Valuation, Emerging Markets, Hedge Funds, Venture Capital, Corporate Development, Financial Services, Asset Management, Structured Finance, Fixed Income, Fashion
Education
Boston University - School of Management 1984 — 1986
MBA
Brandeis University 1977 — 1981
BA, Political Science
Federal Reserve Bank of New York May 2015 - Present
J.P. Morgan July 2014 - Present
JPMorgan Chase June 2013 - August 2013
J.P. Morgan February 2013 - April 2013
Tyco International May 2012 - August 2012
Sun National Bank May 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Bloomberg, Statistical Modeling, Visual Basic, Code Generation, Microsoft Excel, Reuters 3000, Prime Brokerage, Derivatives, Technical Writing, Visio, Statistical Data..., Linear Regression, Regression Analysis, Valuation, Public Speaking, Economics, MS Excel Pivot Tables, Vlookup, Written & Oral..., Microsoft Office, FX Derivatives, FX Options, Presentation Design, Statistics, Presentations
Education
Boston University - School of Management 2010 — 2014
Bachelor's Degree, Finance and Accounting, Economics minor
JPMorgan Chase July 2013 - Present
JP Morgan Asset Management May 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Skills
PowerPoint, Excel, Financial Planning, Financial Analysis, Sales Process, Strategic Financial..., Microsoft Excel, Analysis
Education
Boston University - School of Management 2009 — 2013
Bachelor of Science, Business Administration; Concentrating in Finance
Omgeo January 2009 - Present
Omgeo November 2007 - December 2008
Omgeo September 2005 - October 2007
JPMorgan Chase February 2000 - September 2005
Ambit Technology June 1998 - February 2000
NEC Technologies Incorporated November 1996 - June 1998
Office Specialists February 1996 - October 1996
Bunker Hill Community College January 1992 - December 1995
United States Army July 1984 - December 1994
Skills
Financial Services, Operating Systems, Databases, VPN, Securities, IP, Virtual Machines, SQL, Technical Support, Visio, Business Analysis, WebEx, Agile Methodologies, SharePoint, Troubleshooting, Software Development, SDLC, Unix, Quality Assurance, Software Documentation, Vendor Management, Security, Business Process, Management, System Administration, Windows, Analysis, System Deployment, Enterprise Software, Information Technology, Business Process..., Salesforce.com, Disaster Recovery, Process Improvement
Education
Boston University 1997 — 1997
Computer Systems Networking and Telecommunications
New Horizons 1997 — 1997
Computer Systems Networking and Telecommunications
University of Massachusetts 1994 — 1996
Bachelor of Arts, Economics
Bunker Hill Community College
Associate in Arts, Liberal Arts
Citi Commercial Bank December 2014 - Present
Citi Commercial Bank August 2013 - December 2014
HSBC 2011 - 2013
HSBC 2006 - 2011
JPMorgan Chase 2001 - 2005
Skills
Credit Analysis, Cash Flow Lending, Bank Relationship..., Commercial Banking, Credit, Cash Management, Portfolio Management, Asset Based Lending, New Business Development, Trade Finance, Supply Chain Management, Structured Finance, Loan Origination, Financial Analysis, Corporate Finance, Commercial Lending, Credit Risk, Finance, Loans, Relationship Management, Risk Management, Capital Markets, Financial Risk, Management, Analysis
Education
Boston University 2008 — 2010
MSc, Banking & Financial Services
University of West London 1994 — 1998
BBA, Business Management - Corporate Finance
Frank Anthony Public School 1984 — 1994
High School, Science
Nations Direct Mortgage September 2015 - Present
JPMorgan Chase March 2011 - August 2015
Quest Capital Strategies, Inc. November 2008 - February 2011
ResMAE Mortgage Corporation May 2006 - February 2008
Town & Country Credit 2003 - 2006
Skills
Mortgage Banking, Recruiting, Mortgage Lending, Loan Origination, Leadership, Training, FHA, Human Resources, Refinance, Management, Screening, Sales, Interviews, Onboarding, Employee Benefits, Loans, Sales Management, Hiring, Credit, Banking, Temporary Placement, Residential Mortgages, Applicant Tracking..., Finance, Reverse Mortgages, Networking, Time Management, Risk Management
Education
Boston University - School of Management 1990 — 1994
Bachelor of Business Administration (BBA), Accounting and Finance
Siegrist, Cree, Alessandri, & Strauss, CPAs February 2015 - April 2015
JPMorgan Chase 2008 - 2014
JPMorgan Chase & Co. 2006 - 2008
JPMorgan Chase & Co. 2002 - 2006
JPMorgan Chase & Co. 2001 - 2002
JPMorgan Chase & Co. 2000 - 2001
JPMorgan Chase & Co. 1998 - 2000
Skills
Investments, Fund Accounting, Hedge Funds, Mutual Funds, Financial Analysis, Fixed Income, Equities, Securities, Financial Services, Strategy, Strategic Financial..., Accounting, Asset Management, Bloomberg, Financial Planning, Derivatives, Risk Management, Finance, Financial Advisory
Education
Suffolk University - Sawyer Business School 2004 — 2009
Master’s Degree, Taxation
Boston University Questrom School of Business 1994 — 1997
BSBA, Finance
JPMorgan Chase February 2013 - Present
WestStar Credit Union April 2010 - February 2013
Wells Fargo Financial May 2004 - April 2010
Skills
Branch Management, Financial Services, Customer Service, Consumer Lending, Process Improvement, Branch Banking, Strategic Planning, Sales Management, Lines Of Credit, Coaching, Management, Home Equity Loans, Change Management, Mortgage Banking, VA loans, Loans, Loan Origination, Credit Unions, Retail Banking, Home Equity Lines of..., Credit Cards, KYC, Bank Secrecy Act
Education
Portland State University 1996 — 1999
Bachelor of Science (BS), Marketing
Boston University 1995 — 1996
Business Administration and Management, General
JPMorgan Chase
Skills
Banking, Risk Management, Financial Analysis, Management, Finance, Financial Services, CCAR
Education
University of Iowa 2000 — 2002
Master of Business Administration (M.B.A.), Finance
Boston University - School of Management 1990 — 1994
Bachelor of Business Administration (BBA), Finance
MLSAGENTSONLY September 2013 - April 2015
State Street Corporation July 2014 - September 2014
State Street Corporation March 2010 - July 2014
Keller Williams Realty, Cambridge MA July 2012 - July 2013
State Street Corporation January 2007 - March 2010
JPMorgan Chase July 2004 - July 2005
Skills
Mutual Funds, Bloomberg, Fund Administration, Securities, Fund Accounting, Equities, Bloomberg Terminal, Derivatives, Investments, Financial Analysis, Financial Services, Fixed Income, Valuation, Financial Reporting, Financial Modeling, Management, Analysis, Finance, Microsoft Excel, Risk Management, Accounting, Microsoft Office, Banking, Real Estate License, Real Estate
Education
Awarded the Claritas® Investment Certificate by CFA Institute
Cambridge College 2005 — 2007
Master of Management, Business, GPA: 3.95
Boston University Questrom School of Business 2000 — 2004
Bachelor of Science, Business Administration
American Embassy School 1994 — 2000
International Baccalaureate (IB program)
JPMorgan Chase & Co. July 2013 - July 2015
JPMorgan Chase June 2012 - December 2012
Education
Boston University Questrom School of Business 2015 — 2017
Master of Business Administration (MBA), MS Information Systems
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Electrical and Computer Engineering, Electrical and Computer Engineering
Fidelity Investments June 2012 - Present
JPMorgan Chase December 1999 - June 2012
Brown Brothers Harriman 1998 - December 1999
Investors Bank & Trust Co 1997 - 1998
Skills
Project Management, Operations Management, Management, Leadership, Fund Accounting, Mutual Funds, Treasury, Fund Administration, Securities, Equities, Financial Services, Investments, Portfolio Management, Asset Management, Auditing, Risk Management, Financial Analysis
Education
Boston University - School of Management
BS/BA, Marketing/Marketing Management, General
Boston University - School of Management
MBA, Finance, General
Security Industry Specialists, Inc. June 2015 - Present
The Legion Media Group June 2011 - June 2015
TIAA-CREF April 2008 - November 2008
Bear Stearns September 2007 - September 2008
JPMorgan Chase February 2007 - March 2007
Skills
Risk Management, Project Management, Analysis, Business Analysis, Strategy, Public Relations, Marketing Strategy, Microsoft Excel, Sales, Event Planning, Business Strategy, Program Management, Process Improvement
Education
Boston University 2015 — 2017
Master’s Degree, International Marketing Management
St. John's University 2003 — 2007
Bachelor’s Degree, Legal Studies, General
JPMorgan Chase June 2009 - Present
Penn Traffic January 2009 - June 2009
US Hitech Solns November 2008 - January 2009
HomeTelos March 2008 - November 2008
Dept of Health January 2007 - February 2008
Computer Sciences Corporation August 2006 - January 2007
Education
Boston University - School of Management 2011 — 2013
MSIM, Accounting, Economics, Investment
Jawaharlal Nehru Technological University 2002 — 2006
B.Tech, Electrical and ELectronics Engineering
Sri Chaitanya Educational Institutions 2000 — 2002
SPSRPS
EY October 2014 - Present
Accenture February 2012 - September 2014
KPMG November 2009 - February 2012
JPMorgan Chase November 2006 - May 2009
Citigroup March 2005 - April 2005
Merrill Lynch July 2004 - August 2004
Skills
Risk Management, Credit Analysis, Capital Markets, Banking, Credit Risk, Credit, Financial Services, Loans, Financial Risk, Fixed Income, CRM, Finance, Financial Modeling, Due Diligence, Valuation, Corporate Finance, Mortgage Lending, Underwriting, Financial Analysis, Portfolio Management, Enterprise Risk..., Management, Analysis, Consulting, Internal Audit, Business Analysis, Management Consulting
Education
Boston University 2002 — 2006
BSBA, Dual Concentration: Finance & Entrepreneurship
Boston University Questrom School of Business 2002 — 2006
Twitter December 2013 - Present
Twitter February 2013 - November 2013
Bluefin Labs October 2012 - March 2013
Bluefin Labs January 2012 - October 2012
Bluefin Labs July 2011 - December 2011
John Hancock Life Insurance Company (U.S.A.) June 2010 - August 2010
MediaVest May 2007 - July 2009
JPMorgan Chase July 2006 - May 2007
Merrill Lynch February 2006 - June 2006
Skills
Analytics, Analysis, Data Analysis, Management, Social Media Marketing, Social Media, Competitive Analysis, Marketing Strategy, Project Management, Cross-functional Team..., Strategy, Strategic Planning, Microsoft Excel, General Awesomeness, Marketing, Product Management, Market Research, Product Marketing, Digital Marketing, Budgets, Awesomeness
Education
Boston University Graduate School of Management 2009 — 2011
Master of Business Administration (MBA), Strategy & Business Analysis
Boston University Graduate School of Management 2009 — 2011
Master of Science (MS), Information Systems
Tufts University 2002 — 2006
BA, Economics
JPMorgan Chase October 2008 - Present
JPMorgan Chase August 2004 - September 2008
JPMorgan Chase August 2001 - November 2002
Skills
Loans, Relationship Management, Portfolio Management, Sales, Retail Banking, Financial Services, Sales Management, Credit Analysis, Commercial Banking, Risk Management, Management, Loan Origination, Customer Service
Education
Boston University 1997 — 2001
Bachelor of Science (BS), Communications and Marketing
Better Finance, Inc. November 2014 - Present
JPMorgan Chase February 2013 - May 2013
Credit Suisse July 2012 - August 2012
Evergrowing Bank of China June 2011 - August 2011
Yvonne's Mandarin School January 2010 - June 2010
Skills
Teamwork, Microsoft Excel, Mandarin, Microsoft Word, Microsoft Office, PowerPoint, Excel, Financial Analysis, Social Networking, Management, Risk Management, Presenter, Analysis, Economics, Word, Team Leadership, Finance, Social Media, Data Analysis, Sales Operations, Business Process...
Education
Boston University 2010 — 2014
Bachelor's degree, Economics and Psychology Minors
Boston University - School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Senior
Notre Dame High School Belmont 2006 — 2010
High School
J.P. Morgan January 2014 - Present
J.P. Morgan January 2011 - December 2013
J.P. Morgan February 2009 - December 2011
JPMorgan Chase August 2007 - February 2009
JPMorgan Chase June 2006 - August 2006
Skills
Equities, Operations Management, Business Analysis, Project Management, Process Engineering, Process Improvement, Middle Office, Risk Management, Electronic Trading, Capital Markets, Financial Analysis, Settlement, Trading
Education
Boston University - School of Management 2003 — 2007
B.A., Business Administration; Concentration in Operations Management
Self-employed Senior Vice- President, Sales TradingICAPFebruary 2013 - November 2013
MF Global June 2011 - November 2011
JPMorgan Chase June 2007 - June 2011
HSBC Securities November 2005 - June 2007
Charles Schwab February 2003 - July 2005
Merrill Lynch January 2001 - January 2003
Skills
Electronic Trading, Financial Markets, Trading, Equities, Capital Markets, Derivatives, Equity Trading, Investment Banking, Portfolio Management, Hedge Funds, Bloomberg, Series 63, Series 7, Fixed Income, Equity Derivatives, Asset Management, Securities, Alternative Investments
Education
Boston University - School of Management 1994 — 1996
Master of Business Administration (M.B.A.), Marketing & Finance
Harvard University 1986 — 1990
Bachelor's degree, Government
Phillips Academy 1985 — 1986
Post Graduate
Nations Direct Mortgage September 2015 - Present
JPMorgan Chase March 2011 - August 2015
Quest Capital Strategies, Inc. November 2008 - February 2011
ResMAE Mortgage Corporation May 2006 - February 2008
Town & Country Credit December 2003 - April 2006
Skills
Training, Loans, Mortgage Banking, Recruiting, Mortgage Lending, Financial Advisory, Human Resources, Leadership, Management, Sales, Interviews
Education
Boston University - School of Management 1990 — 1994
BSBA, Accounting, Finance
Pnc National Bank June 2006 - Present
JPMorgan Chase December 2005 - June 2006
Skills
Credit, Commercial Lending, Loans, Portfolio Management, Treasury Management, Retail Banking, Management, Deposits, Customer Service, Credit Analysis, Small Business Lending, Banking, Commercial Banking, Investments, Mortgage Lending, Credit Risk, Consumer Lending
Education
Boston University 2006 — 2008
Master of Science in Management, Specialization in Banking and Financial Services Management
Florida State University 1974 — 1978
Bachelor of Arts (BA), Business/Managerial Economics
Bannon & Company March 2015 - Present
Segal Rogerscasey January 2013 - March 2015
JPMorgan Chase August 2011 - December 2012
United States Army January 2008 - December 2010
Commonwealth Financial Network May 2010 - September 2010
BOL Investment & Advisory Services May 2008 - September 2009
Skills
Investment Management, Credit Risk, Investment Banking, Equity Research, Financial Analysis, Programming
Education
The University of Connecticut School of Business 2015 — 2017
MBA, Finance
Boston University Questrom School of Business
BSBA, Double Concentration in Finance and Entrepreneurship
Colgate University
Southington High School
MetLife November 2004 - Present
JPMorgan Chase January 2002 - October 2004
University of South Florida September 1999 - September 2001
Franklin Templeton Investments November 1994 - November 1998
Skills
SDLC, Requirements Gathering, Business Analysis, Software Project..., Visio, Requirements Analysis, MS Project, Project Planning, User Acceptance Testing, Systems Analysis, Technical Documentation, Training Delivery, Forecasting, Leadership, Strategic Vision, Executive Presentations, Coaching, Mentoring, Budget Process, Resource Management, Vendor Relationships, Project Management
Education
University of Tampa 2005 — 2011
MBA, Business
Boston University 1993 — 1994
B.S., Finance
Visa December 2014 - Present
Visa January 2014 - November 2014
Booz Allen Hamilton July 2013 - December 2013
Booz Allen Hamilton January 2013 - June 2013
Booz Allen Hamilton August 2011 - December 2012
JPMorgan Chase June 2010 - August 2010
Northwestern Mutual April 2009 - April 2010
Skills
Innovation Strategy, Design Thinking, Project Management..., Financial Modeling and..., Strategy Development, Six Sigma, Operations Analysis, Financial Analysis, Lean Operations, Organizational Design, Financial Management..., Microsoft Office, Visio, Strategy, Management Consulting, Business Process, Analytics, Project Management, Management, Financial Modeling, Process Improvement, Data Analysis
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science (B.S.), Degree in Business Administration, Finance and Operations (Concentrations), Economics (Minor)
La Universidad De Especialidades De Espiritu Santo (UEES) 2008 — 2008
Summer Course, Latin American Studies and Language
The Benjamin School 1993 — 2007
High School Diploma, Liberal Arts/Social Sciences/History/Language
Commonwealth Financial Network September 2011 - Present
JPMorgan Chase June 2010 - December 2010
State Street Corporation September 2009 - June 2010
RPC April 2007 - September 2009
FundQuest Investments June 2001 - April 2007
Chase Global Funds Service Company July 1997 - June 2001
Skills
Accounting, NAV, Fund Accounting, Investments, Account Reconciliation, Mutual Funds, Equities, Securities, Auditing, Financial Services, Microsoft Excel
Education
Boston University
Bachelor of Arts, Math and Economics
Boston University Graduate School of Education
JPMorgan Chase October 2013 - Present
Team Rubicon April 2015 - Present
Team Rubicon February 2014 - April 2015
Virtusa May 2013 - October 2013
Virtusa April 2012 - April 2013
Virtusa July 2011 - May 2012
ALaS Consulting July 2008 - July 2011
Morgan Stanley Investment Management July 2007 - July 2008
State Street Bank 2006 - 2007
State Street Corporation 2004 - 2006
Skills
Financial Services, Fixed Income, Financial Risk, Analytics, Accounting, Change Management, Budgets, Business Analysis
Education
Boston University Questrom School of Business 2002 — 2005
MBA, Corporate Finance & Investments
Northeastern University 1995 — 2000
B.S., Physical Therapy
Credit Suisse February 2015 - Present
Scotiabank May 2013 - February 2015
Ullink October 2011 - April 2013
Barclays Investment Bank January 2010 - October 2011
JPMorgan Chase May 2007 - December 2009
Fidelity Investments August 2006 - May 2007
State Street Global Markets / Investors Bank & Trust March 2004 - August 2006
Oracle 2003 - 2004
United Software Solutions (India) June 1998 - July 2000
Skills
Business Analysis, Fixed Income, Series 63, Series 6, Electronic Trading, Equities, Prime Brokerage, Fidessa, Quality Assurance, Project Management, Unix, Bloomberg TOMS, Front Office, Middle Office, Back Office, Compliance, Smart Order Routing, Algorithmic Trading, Derivatives, EMEA, Routing, Trading Systems, Trading System, Informatica, PMP, Series 26, Financial Services, Integration, Equity Trading, Order Management, SDLC, Series 7, Trading, Market Data, Swaps, Equity Derivatives, Commodity, Options, Securities, Exchange Connectivity
Education
Scrum Alliance
CSM, Certified Scrum Master
Securities Licenses
Series 3, 6, 7, 26, 63 and 65
Project Management Institute (PMI)
PMP, Project Management Professional
Boston University
Oracle DBA, Oracle Database Administration
Syracuse University
MS, Computer Science
University of Madras
BE, Computer Science
Merrill Lynch February 2006 - Present
Deutsche Bank June 2004 - February 2006
JPMorgan Chase May 2003 - June 2004
Skills
Portfolio Manager, PIA..., Series 7, Bloomberg, Series 63, Capital Markets, Investments, Asset Managment, Wealth Management, Portfolio Management, Derivatives, Asset Allocation, Securities, Hedge Funds, Fixed Income, Equities, Alternative Investments, Asset Management
Education
Boston University - School of Management 1999 — 2003
Bachelor of Science (B.S.), Finance and Financial Management Services
Pioneer Investments May 2015 - Present
Pioneer Investments September 2008 - April 2015
Pioneer Investments March 2007 - September 2008
Pioneer Investments November 2002 - March 2007
Scudder Investments March 1998 - November 2002
JPMorgan Chase December 1991 - March 1998
Skills
Fixed Income, Mutual Funds, Asset Managment, Investments, Equities, Portfolio Management, Risk Management, Alternative Investments, Finance, Financial Reporting, Bonds, Financial Services, Investment Advisory, Investment Strategies, Asset Management, Financial Analysis, Financial Markets, Investment Management, Asset Allocation, Valuation, Corporate Finance, 401k, Relationship Management, Wealth Management, Cash Management, Uniform Combined State..., Strategic Financial..., Financial Advisory, Separately Managed..., Retirement Planning, Financial Risk, ETFs, Private Equity, Treasury Management, Financial Planning
Education
Boston University Questrom School of Business 1996 — 2000
MBA, Finance
Providence College 1986 — 1990
MS, Finance
JPMorgan Chase & Co. September 2012 - Present
JPMorgan Chase 2008 - September 2012
JPMorgan Chase February 2004 - September 2008
Freddie Mac March 2001 - February 2004
Fidelity Investments June 1995 - February 2001
Skills
SDLC, Relationship Management, Sybase, Investment Banking, Business Analysis, Derivatives, Trading Systems, PMO, Portfolio Management, Project Management, Risk Management, Vendor Management, Prime Brokerage, Credit Derivatives, Program Management, Project Portfolio..., Project Delivery, IT Service Management, Requirements Gathering, Architecture, Autosys, Market Data, Financial Analysis, SharePoint, Infrastructure
Education
Boston University
MS, Computer Information Systems
Boston University
BA, Computer Science
Pinellas Education Foundation 2000 - Present
JPMorgan Chase March 2011 - January 2013
Franklin Templeton September 1998 - March 2009
Fidelity Investments 1994 - 1998
Bank of Boston 1989 - 1994
John Hancock 1978 - 1989
Skills
Call Center, SDLC, Operational Risk..., Vendor Relations, Audit, Process Improvement, Compliance, Business Analysis, Risk Management, Multi-site Management, Auditing
Education
Boston University - School of Management 1981 — 1988
BSBA, MBA, Business Administration and Management, General
Fidelity Investments March 2015 - Present
UBS June 2013 - February 2015
JPMorgan Chase January 2008 - May 2013
American Red Cross in Greater New York 2007 - 2008
American Red Cross in Greater New York 2002 - 2007
American Red Cross in Greater New York June 2000 - November 2002
Skills
Program Management, Training, Project Planning, Budgets, Strategic Planning, Non-profits, Management, Community Outreach, Fundraising, Emergency Management, Leadership, Nonprofits, Recruiting, Analysis, Risk Management, Government, Human Resources, Entrepreneurship, Finance, Customer Service, Administration, Business Process, Team Leadership, Project Management, Teamwork, Mergers & Acquisitions, Committed to..., Specifications
Education
Villanova University 2011 — 2012
Master's Certificate, Project Management
Boston University - School of Management
Bachelor’s Degree, Business
PMP Training
Liberty Mutual Insurance July 2014 - Present
JPMorgan Chase January 2013 - July 2014
JPMorgan Chase January 2010 - December 2012
J.P. Morgan February 2009 - December 2010
J.P. Morgan April 2007 - February 2009
J.P. Morgan January 2006 - April 2007
State Street Bank May 2004 - December 2005
Skills
Fund Accounting, Mutual Funds, Equities, Derivatives, Internal Controls, Auditing, Corporate Actions, Microsoft Excel, Swaps, Fund Of Funds, Hedge Funds, Bloomberg, Process Improvement, Fixed Income, Alternative Investments, Securities, Hedge Accounting, Bonds, Valuation, Project Management, Account Reconciliation, Accounting, Financial Services, Global Custody, Team Leadership, Team Management, Bloomberg Terminal, Management, Leadership, Operations Management
Education
Boston University - School of Management 2000 — 2004
Bachelor of Science, Business Administration; Finance
Newark Academy 1996 — 2000
JPMorgan Chase 2005 - Present
Morgan Stanley 1997 - 2001
Partners In Care - Visiting Nurse Service 1993 - 1997
Education
Boston University 1977 — 1982
BS Engineering, Computer, Electrical, Biomedical
State Street Corporation April 2011 - Present
The Hanover Insurance Group October 2009 - March 2011
Capital One June 2005 - October 2009
JPMorgan Chase October 2004 - April 2005
Skills
Risk Management, Financial Analysis, Financial Services, Equities, Business Analysis
Education
Boston University - School of Management 2002 — 2004
MBA, Finance
Westport/Weston Health District. June 2010 - Present
Westport Weston Health District June 2010 - Present
Wilton Health Department. February 2007 - Present
American Red Cross 2002 - Present
Greenwich Department Of Health April 2009 - February 2014
JPMorgan Chase April 1976 - 2007
Chase Bank 1976 - 2007
Skills
Emergency Management, Homeland Security, Emergency Services, Government Liaison, Disaster Preparedness, Disaster Response, NIMS, Emergency Operations, ICS, Public Safety, Incident Command, Crisis Management, Business Continuity..., Community Outreach, Risk Management, Exercises, Leadership, Government, Policy, Private Investigations, Preparedness, Hazardous Materials, Training, First Responder, Investigation, Supervisory Skills, Contingency Planning, Risk Assessment, Physical Security, Enforcement, Criminal Justice, Counterterrorism, Police, Firearms, Emergency Planning, Security Management, Law Enforcement, Public Speaking, Program Management, Strategic Planning, Nonprofits, Public Health, Team Building, Management, Program Development, Volunteer Management, Project Planning, Leadership Development, Research, Emergency
Education
Boston University 2005 — 2005
Graduate Level Certification, Emergency Management/Organizational Continuity
New York Institute of Technology-Old Westbury 1974 — 1978
B.S.
Nassau Community College 1973 — 1975
AS, Criminal Justice
The University of Connecticut
Collaborative Leadership in Homeland Security, April 2009
Derivative Solutions January 2012 - Present
Bloomberg LP 2010 - 2011
PB Capital Corp 2004 - 2010
HSH-Nordbank AG 2003 - 2004
JPMorgan Chase 1992 - 2003
Skills
Credit Analysis, Trading, Portfolio Management, Wall Street, Credit, Fixed Income, Derivatives, Securities, Investments, Financial Analysis, Industry Analysis, Bonds, Corporate Finance, Structured, Pricing, Research, High Yield, Capital Markets, Credit Derivatives, Relative Value, Swaps, Bloomberg, Structured Products, CDO, Asset Management, Valuation, Pricing Analysis, Structured Finance, Financial Structuring, Risk Management, Financial Risk, Loans
Education
Pace University - New York
Bachelor, Business Administration
Boston University
General Studies
JPMorgan Chase April 2014 - Present
JPMorgan Chase July 2010 - April 2014
JPMorgan Chase April 2003 - July 2010
JPMorgan Chase August 1999 - April 2003
JPMorgan Chase June 1997 - August 1999
Saint Xavier University 1995 - 1996
Liz Claiborne Inc. 1989 - 1992
Education
Boston University Questrom School of Business 1992 — 1994
MBA, International Business
JPMorgan Chase September 2013 - Present
JPMorgan Chase September 2011 - September 2013
JPMorgan Chase July 1997 - September 2011
Skills
Compliance, Anti Money Laundering, Regulatory Requirements, Fixed Income, Hedge Funds, Investment Banking, Derivatives, Capital Markets, Equities, Middle Office, Credit Derivatives, Prime Brokerage, Securities, Trading Systems, Bloomberg, Structured Products, Alternative Investments, Corporate Finance, Collateral Management
Education
Boston University
Bachelor of Arts (B.A.), Political Science and Government
New York Law School
Doctor of Law (JD), Law
PNC April 2011 - Present
JPMorgan Chase October 2008 - March 2012
North Fork Bank 2002 - 2007
EAB 1998 - 2002
European American Bank 1998 - 2002
Skills
Credit, Loans, Commercial Lending, Banking, Commercial Banking, Retail Banking, Small Business Lending, Consumer Lending, Loan Origination, Risk Management, Relationship Management, Cash Management, Lines Of Credit, Branch Management, Wealth Management, Investments, Deposits, Sales, Coaching, Business Development, Leadership, Management, Mortgage Banking, New Business Development, Team Building
Education
Boston University
Dowling College
JPMorgan Chase December 2007 - Present
Education
Boston University Questrom School of Business 1989 — 1993
JPMorgan Chase Managing DirectorBear StearnsDecember 2007 - June 2008
JP Morgan Chase/Bear Stearns & Co. 1993 - December 2007
Education
Boston University Questrom School of Business 1988 — 1990
Masters, Business Administration
University of the Philippines 1981 — 1986
Bachelor's, Computer Science
JPMorgan Chase February 2014 - Present
Knight Capital Group May 2011 - February 2014
Merrill Lynch April 2002 - November 2010
MetLife November 2000 - April 2002
ORC Worldwide August 1996 - November 2000
Skills
Performance Management, Employee Relations, Employee Engagement, Organizational..., HRIS, Human Resources, Business Strategy, Talent Acquisition, Management, Mergers & Acquisitions, Succession Planning, Vendor Management, Talent Management, Financial Services, Deferred Compensation, Onboarding, Strategic Planning, Change Management, Equities, Applicant Tracking..., Employee Benefits
Education
Boston University Questrom School of Business 1992 — 1996
Bank of America July 2008 - September 2012
KPMG June 2007 - August 2007
JPMorgan Chase February 2007 - May 2007
Skills
Banking, Financial Analysis, Financial Modeling, Treasury, Corporate Finance, Finance, Treasury Management
Education
Universität Wien / University of Vienna 2012 — 2014
Master's Degree, Science, Technology and Society
Boston University - School of Management 2004 — 2008
Bachelor's Degree, Business Administration and Management, General
Bethpage Federal Credit Union March 2015 - Present
Bank of America August 2013 - February 2015
JP Morgan Chase 2006 - July 2013
JPMorgan Chase April 2003 - December 2005
Skills
Banking, Credit, FHA, Credit Analysis, First Time Home Buyers, Loan Origination, Loans, Management, Mortgage Banking, Mortgage Lending, Negotiation, Real Estate, Refinance, Residential Mortgages, Sales, Strategic Planning
Education
NYU Stern School of Business 1994 — 1998
Master of Business Administration (MBA), Marketing, Management, International Business
Boston University
Bachelor of Science, Public Relations
Standard Chartered Bank July 2013 - Present
Standard Chartered Bank September 2007 - Present
JPMorgan Chase January 2003 - September 2007
Capgemini 1999 - 2002
BankBoston March 1997 - November 1999
State Street May 1994 - March 1997
Skills
Payments, Banking, Relationship Management, Financial Markets, Network Administration, Management, Equities, Investment Banking, Cash Management, Risk Management, Emerging Markets, Financial Services, Global Custody, Securities, Derivatives, Credit Risk, Business Strategy, Back Office, Strategy, Fixed Income, Commercial Banking, Capital Markets
Education
Boston University Questrom School of Business 1996 — 1998
MBA, Marketing
The George Washington University 1987 — 1991
BBA, Economics & Public Policy
JPMorgan Chase October 2011 - May 2013
J.P. Morgan December 2010 - October 2011
J.P. Morgan July 2010 - November 2010
Downtown Tempe Community, Inc. October 2009 - July 2010
Puma September 2008 - November 2008
Arizona Small Business Association May 2008 - August 2008
Skills
Marketing, Marketing Strategy, Event Planning, Strategic Planning, Project Management, Website Updating, Marketing Communications, Internal Communications, Innovation Management, Management, Marketing Management, Program Management
Education
Boston University - School of Management 2005 — 2009
BS, Business Administration, Marketing, Organizational Behavior
Corona del Sol High School
JPMorgan Chase September 2011 - Present
Bowne (purchased GCom2 Solutions) February 2008 - September 2011
GCom2 Solutions May 2000 - February 2008
Continental Binder & Specialty September 1996 - October 1999
N.W. Ayer Advertising 1994 - 1995
Skills
Arbortext, XML, Financial Reporting, Software Project..., Vendor Relations, Print Purchasing, Customer Service, FoxPro, Business Analysis, Excel, Microsoft Office, Problem Solving, Data Analysis, Mutual Funds, OEIC, Investment Trusts, Unit Trusts, UCITS, Software Documentation, Financial Services, Management, Microsoft Excel, SQL, Analysis, Process Improvement, Visio, Integration
Education
Boston University - Metropolitan College 2014 — 2016
Master's Degree, Information Systems
Northeastern University 1992 — 1995
BA, English
University of Maryland College Park 1990 — 1992
Political Science
Lincoln Vale August 2009 - March 2010
Pequot Capital July 2007 - July 2009
RBS Greenwich Capital July 2005 - December 2006
JPMorgan Chase 2003 - 2005
JP Morgan 2001 - 2004
Morgan Stanley 1995 - 2002
Dean Witter 1993 - 1994
Education
Boston University Questrom School of Business 1989 — 1993
BSBA, Accounting
The Northern Trust Company 2009 - Present
JPMorgan Chase 2004 - 2008
JPMorgan Chase (and predecessor Bank One) 1978 - 2008
Bank One Corporation 2001 - 2004
Bank One Corporation 1999 - 2001
First Chicago/NBD 1996 - 1999
First National Bank of Chicago 1994 - 1996
First Chicago Trading Consultants, Inc. 1991 - 1994
First National Bank of Chicago 1985 - 1991
Skills
Risk Management, Acquisition Integration, Managerial Finance, Balanced Scorecard, Financial Analysis, Business Intelligence, Forecasting, Business Strategy, Finance, Banking, Strategy, Financial Reporting, Management, Capital Markets, Investments, CRM, Governance, Financial Modeling, Process Improvement, Business Process..., Integration, Commercial Banking, Financial Services, Portfolio Management, Strategic Financial..., Treasury Management
Education
Boston University Questrom School of Business
MBA, Accounting and Finance
The Tuck School of Business at Dartmouth
Post Graduate Diploma
Sapient Global Markets September 2014 - Present
JPMorgan Chase January 2013 - September 2014
JPMorgan Chase May 2011 - January 2013
AEGON May 2008 - May 2011
Fidelity Investments June 2006 - May 2008
State Street Bank May 2005 - June 2006
Skills
Microsoft Office, Confluence, Bloomberg, Mutual Funds, Financial Reporting, Accounting, Funding, Fund Accounting, US GAAP, Auditing, Derivatives, Account Reconciliation, Equities, Data Analysis, Financial Analysis, Financial Services
Education
Boston University 2013 — 2015
Master’s Degree, Computer Information Systems
Boston University 2001 — 2005
Bachelor of Arts (B.A.), Economics
JPMorgan Chase September 2002 - Present
New York State Attorney General July 2000 - September 2002
Jackson Lewis LLP July 1995 - June 2000
New York State Attorney General March 1980 - June 1995
Skills
Employment Litigation, Employment Law, Litigation Management, Civil Rights, Civil Litigation, Legal Writing, Arbitration, Litigation, Administrative Law, Legal Compliance
Education
Boston University School of Law 1976 — 1979
JD, Law
Washington University in St. Louis 1971 — 1975
AB, Physical and Biological Anthropology
Lawrence Berkeley National Laboratory February 2013 - Present
University of California, San Diego September 2006 - July 2012
Boston University September 2005 - August 2006
JP Morgan Chase June 2005 - August 2005
CERN June 2004 - August 2004
JPMorgan Chase June 2002 - August 2002
Skills
Matlab, AFM, Spectroscopy, Optical Microscopy, Photonics, Optics, Confocal Microscopy, NSOM, Fiber Optics, Silicon Photonics, Optical Devices, Electron Beam..., C++, Plasma Etching, FTIR, Nanophotonics, Characterization, Physics
Education
University of California, San Diego 2006 — 2012
Ph.D., Electrical and Computer Engineering
Boston University 2005 — 2006
M.S., Photonics
Cornell University 2001 — 2005
B.S., Engineering Phsyics
JPMorgan Chase Client Service ManagerJPMorgan1986 - Present
JPMorgan Chase Bank, N.A. 1986 - Present
JPMorgan Investor Services 1986 - Present
USTrust Company of New York 1986 - 1995
New England Life 1982 - 1986
New England Life 1982 - 1986
Skills
Mutual Funds, Global Custody, Back Office, Equities, Alternative Investments, ETFs, Middle Office, Fixed Income, Bloomberg, Derivatives, Fund Accounting, Capital Markets, Fund Administration, Financial Services, Hedge Funds, Securities, Relationship Management, Corporate Actions, Wealth Management, Asset Management, Investments
Education
Boston University 1972 — 1976
B.A., Philosophy and Sociology
National Executive Service Corps 2009 - Present
JPMorgan Chase July 1988 - December 2008
Education
New York University 1999 — 2001
Diploma, Human Resource Management
New England Conservatory of Music 1972 — 1974
Master of Music, Opera/Voice
Boston University 1962 — 1966
Bachelor Music, Music Education
United States Marine Corps November 2010 - Present
CSI Deleeuw 2006 - 2010
JPMorgan Chase 2003 - 2005
GE 1997 - 2003
US Navy 1986 - 1994
Education
Thunderbird School of Global Management 1995 — 1996
MBA, Finance
Defense Intelligence University 1992 — 1994
MS Strategic Intelligence, Foreign Affairs, Intelligence
Boston University 1982 — 1986
BA Economics, BA History
The Fig Group, LLC June 2015 - Present
JPMorgan Chase May 2008 - December 2013
Skills
Financial Analysis, Wealth Management, Loans, Investment Advisory, Alternative Investments, Investments, Capital Markets, Asset Allocation, Financial Markets, Fixed Income, Asset Management, Equities, Banking, FX Options, Derivatives, Series 7, Investment Banking, Bloomberg
Education
New York University
Coursework in Corporate Finance, Investment Management and Financial Planning
Boston University - School of Management
B.S.B.A., Finance and International Management
Highland Park High School
JPMorgan Chase December 2013 - Present
Moody's Analytics January 2012 - Present
Moody's Investors Service May 2010 - January 2012
Anthrope Inforatics, Inc 2009 - 2009
Skills
Matlab, Credit Risk, RMBS, C++, Quantitative Finance
Education
Boston University Questrom School of Business 2008 — 2009
MA, Math Finance
Shanghai Jiao Tong University 2004 — 2008
Bachelor of Science (B.S.), Mathematics
SES
NYC Department of Information Technology & Telecommunications July 2015 - Present
NYC Dept. of Housing Preservation and Development 2014 - June 2015
City of New York, Mayors Office of Operations/DoITT September 2009 - May 2014
JPMorgan Chase March 2011 - December 2012
Innovative Business Concepts March 2009 - September 2009
Monroe College September 2008 - June 2009
Tata Consultancy Services August 2008 - March 2009
Digiorder Ja. Ltd January 2005 - August 2008
Council Man January 2004 - August 2008
Skills
Business Analysis, Administration, Word, Excel, Microsoft Excel, SDLC, Data Analysis, Analysis, Access, Project Management, MS Project, Process Improvement, Visio, Software Documentation, SharePoint, Financial Analysis, Management, Business Process, Cross-functional Team..., Integration, Microsoft Project, Business Intelligence, Program Management
Education
Harvard University, John F. Kennedy School of Government
Executive Education, Creating Collaborative Solutions : Innovations in Governance
Boston University Questrom School of Business 2009 — 2011
MSPM, Project Management
Monroe College 2008 — 2009
BBA, Business Management
University of the West IndiesOcho Rios 2006 — 2008
Bachelor's, Management Studies
Moneague CollegeMoneague 1996 — 1998
AA, Business Administration
Westwood High School
Business Administration and Management, General
JPMorgan Chase September 2013 - Present
JPMorgan Chase December 2012 - September 2013
JPMorgan Chase December 2009 - December 2012
Wells Fargo June 2004 - December 2009
Skills
Banking, Credit, Loans, Consumer Lending, Retail Banking, Small Business Lending, Cross Selling, Commercial Banking, Relationship Management, Portfolio Management, Mortgage Lending, Financial Services, Credit Analysis, Customer Service, Risk Management, Loan Origination, Process Improvement, Cash Management, Team Leadership, Leadership Development, P&L Analysis, Operations Management, Sales Management, Staff Development, Leadership, Management, Sales, Commercial Lending, Coaching, Team Building
Education
Boston University
Communications, Business/Corporate Communications
REW Consulting July 2014 - Present
JPMorgan Chase 2011 - July 2014
J.P. Morgan Chase 2005 - 2011
JPMorgan Chase & Co. 2000 - 2005
Investor Bank & Trust Company 1989 - 2000
Skills
Hedge Funds, Mutual Funds, Portfolio Management, Equities, Securities, Management, Product Management, Process Improvement, Leadership, Fixed Income, Asset Managment, Derivatives, Financial Services, Risk Management, Fund Administration, Alternative Investments, Fund Accounting, Banking, Due Diligence, Business Analysis, Relationship Management, Project Management, Investments, Global Custody, Vendor Management, Asset Management
Education
Suffolk University - Sawyer Business School 1986 — 1989
MBA, Finance
Boston University Questrom School of Business 1981 — 1985
Bachelors, Finance
Pepper Hamilton LLP October 2015 - Present
Ropes & Gray LLP April 2014 - September 2015
JPMorgan Chase October 2013 - April 2014
U.S. Office of Special Counsel May 2012 - March 2013
The Sperduto Law Firm, PLC September 2011 - April 2012
U.S. Office of Special Counsel May 2011 - August 2011
Education
The George Washington University Law School 2010 — 2013
Doctor of Law (J.D.), with Honors
Boston University 2005 — 2009
Bachelor of Arts (BA), English Language and Literature, Summa Cum Laude
Mount Sinai Beth Israel May 2014 - Present
Private Home Care July 2013 - May 2014
Beth Israel Medical Center September 2011 - May 2013
JPMorgan Chase August 2010 - January 2013
Beth Israel Medical Center July 2012 - August 2012
St. Luke's-Roosevelt Hospital May 2012 - June 2012
Boston University Information Services & Technology Dept. September 2008 - May 2010
Skills
Nursing Care, Pediatric Nursing, Nursing Documentation, Therapeutic..., Therapeutic Listening, Medication..., Medical/Surgical, Psychiatry, Medical Terminology, Vital Signs, IV, EMR, Microsoft Office, Microsoft Word, Microsoft Excel, Hospitals, Healthcare, Medical-Surgical
Education
The University of Texas at Arlington 2013 — 2015
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse, Magna Cum Laude
Phillips Beth Israel School of Nursing 2011 — 2013
RN, Nursing
Boston University 2006 — 2010
BA, Psychology
Bishop Kearney High School
Bishop Kearney High School
Federal Reserve Bank of Boston February 2011 - Present
SouthWest Paper USA September 2010 - March 2011
JPMorgan Chase June 2003 - February 2009
BNP Paribas January 1998 - August 2002
CS First Boston June 1994 - December 1995
Skills
Financial Modeling, Capital Markets, Derivatives, Fixed Income, Corporate Finance, Finance, Investments, Financial Analysis, Banking, Valuation, Trading, Portfolio Management, Analysis
Education
Boston University Questrom School of Business 2002 — 2004
MBA, Finance
Wilfrid Laurier University
Bachelor of Arts (BA), Economics
F-Squared Investments July 2014 - Present
Techinal Skills Sharing Group April 2014 - Present
Sole contributor October 2013 - Present
JPMorgan Chase January 2010 - July 2013
JPMorgan Chase March 2005 - December 2009
JPMorgan Chase September 2000 - March 2005
Eastman Software June 1998 - September 2000
Imagery Software July 1995 - June 1998
Skills
ASP.NET MVC 4, ASP.NET Web API, SignalR, jQuery, KnockoutJS, Agile Methodologies, SQL, Software Development, ASP.NET MVC, Java Enterprise Edition, Subversion, Scrum, SDLC, Software Project..., Eclipse, JavaScript, Databases, Java, Oracle
Education
Boston University
B.S, Computer engineering
JPMorgan Chase 1992 - Present
Skills
Hedge Funds, Portfolio Management, Investments, Equities, Private Banking, Derivatives, Trust Management, Private Foundations, Concentrated Stock..., Private Equity, Real Estate, Fixed Income, Credit, Due Diligence, Asset Allocation
Education
Boston University 1990 — 1992
Master of Science (M.S.), International Business
Georgetown University
Bachelor of Science in Foreign Service, International Economics
KPMG October 2011 - Present
KPMG 2011 - 2015
KPMG 2011 - 2015
KPMG 2011 - 2015
JPMorgan Chase 2001 - October 2011
KPMG Advisory 2011 - 2011
KPMG 2011 - 2011
JPMorgan Chase 2001 - 2011
JPMorgan 2001 - 2011
State Steet April 1995 - September 2001
Skills
Risk Management, Financial Risk, Internal Audit, Internal Controls, Enterprise Risk..., Auditing, Sarbanes-Oxley Act, Mergers & Acquisitions, Due Diligence, Finance, Financial Reporting, Financial Services
Education
Boston University 1985 — 1996
MS, Management Information Systems
Isenberg School of Management, UMass Amherst 1979 — 1982
BA, Accounting
US Bank Global Corporate Trust Services January 2015 - Present
JPMorgan Chase July 2007 - August 2012
Fifth Third Bank May 1997 - June 2007
Chase Manhattan Bank June 1995 - 1997
The Bank of New York December 1993 - May 1995
Skills
Fixed Income, Securities, Wealth Management, Bloomberg, Hedge Funds, Relationship Management, 401k, Asset Managment, Investments, Derivatives, Global Custody, Investment Banking, Banking, Mutual Funds, Alternative Investments, Cash Management, Treasury Management, Foreign Exchange, Operational Risk, Cross Selling, Prime Brokerage, Corporate Actions, Back Office, Series 7, Financial Services, Financial Analysis, Equities, Bonds, Asset Management
Education
Boston University Questrom School of Business 1989 — 1993
BSBA, Finance and International Business
JPMorgan Chase April 2014 - Present
JPMorgan Chase April 2014 - 2014
Skills
Equities, Investments, Securities, Series 7, Portfolio Management, Fixed Income, Trading, Risk Management, Mutual Funds, Series 63, Financial Analysis, Capital Markets, Options, Hedge Funds, Strategic Financial..., Wealth Management, Retirement Planning, Asset Management, Bonds, Financial Markets
Education
Boston University 1991 — 1995
Macro Consultants LLC June 2014 - Present
Vista Realty Services May 2009 - May 2014
JPMorgan Chase February 2013 - April 2013
Citi May 2012 - August 2012
Vector Marketing May 2011 - January 2012
Grubb & Ellis June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Excel, Event Planning, Research, Public Relations, Microsoft Excel, Social Media, Facebook, Time Management, Sales, Analysis, Teamwork
Education
Boston University - School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Operations Management
Chinatrust Commercial Bank March 2014 - Present
Boston University September 2010 - July 2013
JPMorgan Chase June 2012 - July 2012
New York Life Insurance Company May 2012 - June 2012
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, PowerPoint
Education
Boston University - School of Management 2010 — 2013
Bachelor's degree, Business Administration and Management, General
Guangdong Experimental High School 2005 — 2008
JPMorgan Chase July 2012 - Present
JPMorgan Chase September 2011 - June 2012
Arizona State University March 2008 - September 2011
A1 Comics, Inc. January 2007 - February 2008
Arizona State University July 2005 - October 2006
Boston University June 2002 - May 2003
Skills
Internal Audit, ELISA, Oracle SQL, Teradata, Loan Modifications, Mortgage Servicing, Default Mortgage..., Data Analysis, External Reporting, Microsoft Office, Cell Culture, Molecular Biology, PCR, Loan Servicing, Business Analytics, Protein Expression, Fluorescence Microscopy, Microscopy, SDS-PAGE, Protein Purification, Western Blotting, Medical Devices, Biotechnology
Education
Arizona State University, College of Engineering 2003 — 2006
Bachelor of Science, Bioengineering
Boston University 2002 — 2003
State Street December 2004 - Present
JPMorgan Chase October 2003 - December 2003
American Express Financial Advisors June 2003 - August 2003
Skills
Project Implementation, US GAAP, Investment Companies, Derivatives, Compliance, Mutual Funds, Lean Initiatives, Expense Budgeting, Alternative Investments, Financial Reporting, SEC reporting, Financial Services, Investments, Securities, Fund Administration, Budgets, SEC filings
Education
Boston University - School of Management 2000 — 2004
BSBA, Finance
Stavis Seafoods July 2011 - Present
Super Fusion Cuisine April 2008 - May 2011
JPMorgan Chase June 2007 - August 2007
Skills
Market Research, Business Analysis, Business Strategy, New Business Development, Customer Service, Product Development, Forecasting, Project Planning, Project Management, Bilingual, Multilingual, Business Development, Budgets, Management, Languages, Customer Relations, Marketing Communications, Quickbooks, Administration, Project Implementation, Documentation, Research Project..., Microsoft Word, Microsoft Office, PowerPoint, Software Documentation, Microsoft Excel, Inventory Management, Contract Negotiation
Education
Boston University 2015 — 2017
MBA, Project Management
Suffolk University 2005 — 2009
Bachelor of Arts (BA), International Relations
SGI Consulting Inc September 2009 - Present
JPMorgan Chase January 2005 - December 2007
Michael Kors June 2000 - December 2003
Skills
Research, Public Speaking, Strategic Planning, Team Building, Project Management, Social Media, Marketing, Event Planning, Marketing Research, Marketing Event Planning, Luxury Goods, Fashion, Corporate Communications, Styling, Brand Management, Integrated Marketing, Media Relations, Languages, Writing
Education
USC 1997 — 1999
Bachelor's degree, Mass Communication/Media Studies
Boston University 1995 — 1997
Bachelor of Arts (B.A.), Communication and Media Studies
Silver Point Capital 2008 - Present
JPMorgan Chase 2007 - 2008
JPMorgan Chase 2003 - 2007
JPMorgan Chase 2000 - 2003
Skills
Investor Relations, Hedge Funds, Alternative Investments, Special Situations, Leveraged Finance, Financial Modeling, Credit Analysis
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
Boston University 1996 — 2000
BSBA, Business Administration, Finance
JPMorgan Chase September 2011 - April 2012
J.P. Morgan 2010 - 2010
STATE STREET CORPORATION 2006 - 2009
Skills
Microsoft Office
Education
Boston University 2008 — 2012
Master's degree, Financial Economics
Valley View University, Ghana 2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting
Self employed December 2009 - Present
Local Police Department March 2000 - Present
United States Army Reserve 1989 - 2001
Becker Manufacturing Group 1997 - 2000
Sallie Mae 1993 - 1995
JPMorgan Chase 1989 - 1993
Skills
Deep Tissue Massage, Trigger Point Therapy, Therapeutic Massage, Kinesiology, Injury, Social Media..., Drug education, Criminal Intelligence, Crime Scene Photography, Crime Scene..., Customer Service, Public Speaking, Public Relations, Evidence Collection
Education
Flint School of Therapeutic Massage 2009 — 2009
Massage Therapy Certification
Boston University 2007 — 2009
Master's degree, Criminal Justice/Police Science
Indiana University-Purdue University at Indianapolis 1991 — 1993
Bachelor of Arts (B.A.), General Studies
Indiana University Bloomington 1987 — 1989
Bachelor of Arts (B.A.), General Studies
JPMorgan Chase July 1997 - Present
Skills
Risk Management, Financial Analysis, Financial Modeling, Commercial Banking, Credit Analysis, Management
Education
Northwestern University - Kellogg School of Management 2006 — 2008
Master of Business Administration (MBA), Finance and Entrepreneurship
Boston University 1993 — 1997
Bachelor of Arts (B.A.), Economics and International Relations
Francis W. Parker School 1979 — 1993
JPMorgan Chase February 2014 - Present
Credit Suisse 2004 - 2012
Education
Boston University School of Law
Doctor of Law (J.D.)
SUNY at Binghamton
Bachelor of Arts (B.A.), Political Science
JPMorgan Chase July 2014 - Present
JPMorgan Chase June 2013 - July 2014
JPMorgan Chase October 2012 - June 2013
Skills
Loans, Banking, Credit, Mortgage Lending, Portfolio Management, Fixed Income, Credit Analysis, Commercial Lending, Commercial Banking, Equities, Investment Banking, Derivatives
Education
Boston University 2005 — 2011
Doctor of Philosophy (Ph.D.), Mathematics and Statistics
Peking University 2001 — 2005
Bachelor of Science (BS), Mathematics