JPMorgan Chase
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JPMorgan Chase & Co. is the sixth-largest bank in the world by total assets ($2,533.60 B). wikipedia.org
JPMorgan Chase List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at JPMorgan Chase. You can filter them based on skills, years of employment, job, education, department, and prior employment.
JPMorgan Chase Salaries. You can even request information on how much does JPMorgan Chase pay if you want to. Learn about salaries, pros and cons of working for JPMorgan Chase directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
56,697 JPMorgan Chase employees in database. Find out everything there's to know about JPMorgan Chase employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
JPMorgan Chase Employees
College Medical Center April 2015 - Present
Surgical Care Affiliates May 2014 - August 2014
JPMorgan Chase April 2012 - September 2013
Skills
Banking, Retail Banking, Office Administration, Bilingual-English/Spanis..., Leadership, Financial Accounting, Customer Service, Customer Satisfaction
Education
California State University-Long Beach 2008 — 2014
Bachelor of Science (B.S.), Health Care Administration
Cerritos College
HOTB Software May 2013 - Present
Pure Game May 2010 - Present
JPMorgan Chase May 2010 - May 2013
Northwestern Mutual May 2008 - February 2010
Bridge Capital Corp. August 2004 - January 2008
Skills
Sales, Management, Finance, Mortgage Lending, Loans, Business Development, Financial Analysis, Customer Service, Real Estate, Financial Services, Residential Homes, Loan Origination, Banking, Training, Refinance, Software Development
Education
California State University-Long Beach 2002 — 2004
BA, Art
JPMorgan Chase October 2013 - Present
Furniture Town 2015 - 2015
Wells Fargo December 2012 - September 2013
Wells Fargo January 2010 - December 2012
Skills
Small Business Lending, Banking, Commercial Lending, Consultants, MBA, Business Acquisition, Government Agencies, Non-profits, Lines Of Credit, Nonprofits, Loans, Mortgage Lending, Credit, Loan Origination, Finance, Commercial Banking, Credit Analysis, Commercial Mortgages, Treasury Management, Relationship Management, Cash Management, Small Business, Business Relationship..., Merchant Services, Business, Commercial Real Estate, Consumer Lending, Real Estate, Mortgage Banking, Real Estate Financing, Management, Marketing, Financial Analysis, Leadership, Portfolio Management, Business Development, Analysis, Sales, Financial Services
Education
Woodbury University 2009 — 2010
Master of Business Administration (M.B.A.)
California State University-Los Angeles 2006 — 2008
Bachelor's degree, Political Science and Government
Glendale Community College
UCSB
CUSO Financial Services, LP January 2015 - Present
JPMorgan Chase August 2010 - January 2015
City of Norwalk, CA June 2003 - August 2010
Education
California State University-Long Beach 2010 — 2013
Master of Public Administration (M.P.A.), Public Policy and Administration, 3.8
LOGA 2014 - Present
Chu Realty LLC 2010 - Present
JPMorgan Chase June 2012 - 2014
Self-Employed 2011 - 2013
Education
California State University-Long Beach
Bachelor of Science (BS), Economics
Simplicity Bank May 2013 - Present
JPMorgan Chase October 2010 - May 2013
JPMorgan Chase August 2008 - September 2010
Skills
Residential and..., Loans, Business Development, Loan Origination, Commercial Lending, Credit, Risk Management, Portfolio Management, Banking, Commercial Banking, Financial Analysis, Financial Risk, Finance, Mortgage Lending, Small Business Lending, Real Estate, Investment Properties
Education
California State University-Long Beach 1999 — 2002
Hawthorne High School 1994 — 1996
JPMorgan Chase February 2010 - Present
Skills
Investments, Information Technology, Customer Service
Education
California State University-Long Beach
Bachelor's degree
Boeing October 2013 - Present
Boeing May 2013 - August 2013
American Honda Motor Company, Inc. September 2012 - May 2013
JPMorgan Chase June 2009 - September 2012
Cinemark June 2007 - August 2009
Skills
Inventory Management, Project Planning, Analysis, Microsoft Word, PowerPoint, Project Management, Financial Analysis, Team-oriented, Integrated Master..., Lean Management, Material Analysis, Value Stream Mapping, Operations Management, Visio, Branch Banking, Leadership Development, Banking, SAP Procurement, Retail Banking, Inventory Control, Credit, Cross Functional Team..., Vendor Managed Inventory, Inventory Analysis, Personal Banking, Cross-cultural Teams, ERP Software, Supply Chain Operations, Cash Management, New Hire Training, Qualitative Research, Cash Handling Experience, Coordinating Schedules, Lotus Notes, Data Analysis, Social Skills, Media Analysis, Organized Multi-tasker, Investment Banking, Microsoft Project, Schedule Analysis
Education
California State University-Long Beach 2011 — 2013
Bachelor of Business Administration (B.B.A.), Logistics, Materials, and Supply Chain Management, 3.71
Orange Coast College 2008 — 2011
Associate of Arts (A.A.), Business Administration and Management, General, 3.8
AMN Healthcare August 2013 - Present
JPMorgan Chase February 2011 - July 2013
ADP March 2010 - February 2011
Skills
Recruiting, Cold Calling, Talent Acquisition, Onboarding, Interviews, Technical Recruiting, Talent Management, Internet Recruiting, Sales, Training, Temporary Placement, Financial Services, Sourcing, Building Relationships, Customer Service
Education
California State University-Long Beach 2004 — 2008
Bachelor of Arts (BA), Communication and Media Studies
HealthTap May 2015 - Present
DaVita June 2014 - February 2015
West Anaheim Medical Center November 2013 - May 2014
Healthcare Administration Student Forum April 2013 - May 2014
JPMorgan Chase February 2011 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Social Media, Microsoft Excel, Time Management, Data Entry, Data Analysis, Teamwork, Public Speaking, Photoshop, Windows, Excel, Project Planning, Financial Analysis, Analytical Skills
Education
California State University-Long Beach 2012 — 2014
Bachelor's Degree of Health Care Administration
JPMorgan Chase June 2013 - Present
Marcus & Millichap August 2012 - May 2013
Warter and Associates Appraisal Firm June 2009 - December 2011
Skills
Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Phone Etiquette, Oral & Written..., Marketing, Investment Properties, Commercial Real Estate, Brokerage, Real Estate, Disposition, Real Estate Transactions, New Business Development, Location Intelligence
Education
California State University-Long Beach 2008 — 2012
Bachelor of Science (B.S.), Business Marketing
Soroptimist international of South Placer June 2014 - Present
JPMorgan Chase September 2008 - February 2011
JPMorgan Chase September 2008 - February 2011
WaMu April 1993 - September 2008
HomeFed Bank January 1974 - April 1993
Skills
Banking, Retail Banking, Loans, Commercial Banking, Mortgage Lending, Credit, Credit Analysis, Leadership, Portfolio Management, Mentoring, Consumer Lending, Talent Management, Sales, Relationship Management, Executive Management, Cross Selling, Loan Origination, Commercial Lending, Small Business Lending, Financial Services, Credit Cards, Cash Management, Risk Management, Mortgage Banking, Credit Risk, Lines Of Credit, Treasury Management, Financial Risk, Wealth Management, Investments, Underwriting, Refinance, Mutual Funds, Private Banking, Strategic Financial..., Commercial Mortgages, Asset Management, Financial Analysis, Securities, Branch Management, Capital Markets, Small Business, Asset Based Lending, Residential Mortgages, Branch Banking, Investment Banking, Operational Risk, Management, Finance, Strategy
Education
The University of Texas at Austin 1989 — 1991
Graduate School of Savings Institutions Management, Financial/Banking Management
California State University-Long Beach - College of Business Administration 1972 — 1976
BS, Business
Leadership Roseville Class 2012
Life4Diabetes January 2015 - Present
CBC National Bank August 2012 - August 2013
Prommis Solutions August 2011 - August 2012
Bank of America March 2010 - August 2011
CarMax July 2007 - April 2009
JPMorgan Chase March 1999 - March 2006
Education
California State University-Fullerton
Licensed Life and Health Insurance Agent
Wells Fargo 2015 - Present
Bridge Bank 2014 - 2015
VEDC 2012 - 2014
Citi 2009 - 2012
JPMorgan Chase 2007 - 2009
Bank of America 2005 - 2007
Skills
Financial Analysis, Commercial Lending, Small Business Lending, Credit, Loans, Underwriting, Commercial Banking, Portfolio Management, Credit Analysis, Banking, Business Development, Finance, SBA, Investments, Cash Management, Commercial Mortgages, Credit Risk, Loan Origination, Financial Structuring
Education
California State University-Long Beach
Accounting and Finance
St. Paul High School
JW Marriott Santa Monica Le Merigot May 2015 - Present
Standard Hotel October 2012 - May 2015
Los Angeles Convention Center February 2010 - October 2012
JPMorgan Chase June 2011 - September 2012
Boys and Girls Clubs of L.A. Harbor June 2002 - August 2008
Skills
Event Planning, Public Relations, Hotels, Customer Service, Hospitality Industry, Meeting Planning, Sales, Restaurants, Event Management, Marketing Communications, Social Media Marketing, Marketing, Trade Shows, Nonprofits, Data Entry, Social Networking, Corporate Events, Social Media, Sponsorship
Education
California State University-Long Beach 2007 — 2009
Bachelor's degree, Communication and Media Studies
Berkshire Hathaway HomeServices Drysdale Properties June 2014 - Present
Bayer HealthCare April 2007 - August 2010
Darnella Barnes Real Estate Services March 2006 - May 2007
RPM Mortgage Inc June 2005 - January 2006
JPMorgan Chase October 2004 - June 2005
PMI Mortgage Insurance Co. May 2004 - August 2004
Silicon Valley Staffing March 2004 - April 2004
Gateway Bank May 2001 - February 2004
Skills
Refinance, Mortgage Banking, Loan Origination, FHA, Real Estate, Loans, Mortgage Lending, Residential Mortgages, Investments
Education
California State University-Hayward - School of Business and Economics
Bachelor'of Science degree, Business Administration, Finance Option
Laney College
Associate of Arts (AA), Social Sciences
Alger-Triton International November 2013 - Present
JPMorgan Chase August 2004 - November 2013
Skills
Project Management, Organizational..., Project Coordination, customer service, Sales, Strategic Planning, Hospitality, Purchasing, Banking, Mortgage Lending, Small Business Lending, Retail Banking, Consumer Lending, Commercial Banking, Mortgage Banking, Cash Management, Financial Services, Cross Selling, Finance, Customer Service
Education
California State University-Long Beach
Bachelor's degree, Marketing
JPMorgan Chase March 2012 - Present
McGladrey January 2011 - December 2011
Center for Corporate Reporting & Governance, California State University, Fullerton June 2010 - January 2011
Signature Resources October 2007 - February 2008
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2009 — 2011
B.A., Accounting
Stearns Lending Senior Underwriter--Retail DivisionStearns LendingMay 2014 - Present
Franklin Loan Center June 2013 - October 2013
First Capital, A Mortgage Company September 2011 - June 2013
Surety Financial December 2010 - September 2011
Priority Financial Network June 2010 - November 2010
Metrocities Mortgage June 2004 - June 2010
JPMorgan Chase December 2003 - May 2004
CALIFORNIA FEDERAL BANK acquired by CITIMORTGAGE May 1999 - November 2003
BANK OF AMERICA October 1998 - May 1999
HOME SAVINGS OF AMERICA January 1997 - October 1998
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, Loans, Underwriting, Credit, Banking, FHA, Residential Mortgages, USDA, Refinance, Reverse Mortgages, Leadership, Mortgage Underwriting, FHA financing, Government Loans, VA loans, Construction Loans, Real Estate Financing, Loss Mitigation, Non-Conforming, Certified Mortgage..., Home Equity Loans, Wholesale Lending
Education
Rio Hondo College 1998 — 1999
Business Administration and Management, General, 3.75
Woodbury University 1996 — 1996
Business Administration and Management, General, 3.625
Santa Ana College 1985 — 1985
Business Administration and Management, General, 3.25
California State University-Fullerton 1983 — 1984
Business Administration and Management, General, 3.000
JPMorgan Chase August 2012 - Present
California State University, Fullerton August 2011 - April 2012
Loud Labs LLC May 2009 - August 2011
Robert Half International April 2007 - May 2009
Wells Fargo August 2004 - December 2005
Skills
Change Management, Talent Management, Team Building, Coaching, Strategic Planning, Sales, Project Planning, Business Strategy, Customer Service, Human Resources, P&L Management, Sourcing, Recruiting, Employee Relations, Performance Management, Applicant Tracking..., Talent Acquisition, Temporary Placement, Onboarding, Interviews, College Recruiting, Internet Recruiting, Hiring, Technical Recruiting, Executive Search, Employee Training, Staffing Services, Screening Resumes, Workforce Planning, Contract Recruitment, Resume Writing, Cold Calling, Taleo, Employee Benefits, HRIS
Education
California State University-Fullerton - College of Business and Economics 2010 — 2012
Master of Business Administration (MBA)
California State University-Long Beach - College of Business Administration 1999 — 2004
Bachelor of Science (BS), Finance and International Business
London Imperial College London 2003 — 2003
Internship
New American Funding May 2015 - Present
HomeUnion July 2014 - April 2015
JPMorgan Chase March 2009 - July 2014
American Home Mortgage Servicing (Formerly Option One Mortgage Corp) January 2003 - March 2009
JPMorgan Chase November 2001 - January 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Loss Mitigation, Financial Risk, Access, Risk Management, Banking
Education
California State University-Long Beach
Northwestern Mutual March 2014 - Present
Bank of America May 2008 - March 2014
JPMorgan Chase October 2005 - April 2008
Skills
Strategic Financial..., Management, Loans, Finance, Banking
Education
California State University-Long Beach
The L.A. Trust for Children's Health June 2014 - September 2014
American Heart Association American Stroke Association June 2013 - September 2013
Diane's Food February 2011 - June 2013
Chadwick School August 2011 - June 2012
VA Medical Center July 2009 - April 2010
Wells Fargo Foothill July 2005 - June 2007
Episcopal High School October 2004 - March 2005
JPMorgan Chase August 2003 - October 2004
Skills
Social Media, Teaching, Research, PowerPoint, Wellness, Fundraising, Program Development, Editing, Public Speaking, Nonprofits, Event Planning, Community Outreach, Grant Writing, Data Analysis, Public Health, Management, Leadership, Marketing, Customer Service, Strategic Planning, Healthcare, Program Evaluation, Program Management
Education
University of California, Los Angeles 2013 — 2015
Master of Public Health (MPH), Health Policy and Management
California State University-Long Beach 2008 — 2010
Didactic Program in Dietetics, Nutrition & Dietetics
Columbia University - Fu Foundation School of Engineering and Applied Science 1999 — 2003
Bachelor of Science (BS), Operations Research/Economics
Chadwick School 1995 — 1999
Orange County Social Services Agency January 2015 - Present
Self-Employed January 2005 - Present
Orang County Social Services Agency January 2014 - January 2015
JPMorgan Chase June 2012 - August 2013
WTLC January 2012 - April 2013
Iloan Master, Inc. August 2011 - January 2012
Skills
Outlook, Microsoft Office, PowerPoint, Microsoft Excel, Curriculum Design, Microsoft Word, Public Speaking, Nonprofits, Research, Teaching, Event Planning, Leadership, Loans, Customer Service, Community Outreach, Social Media, Fundraising, Management
Education
California State University-Fullerton 2010 — 2013
Master's in Counseling, Marriage and Family Therapy
University of California, Irvine 2005 — 2009
Bachelor's of Art, Psychology and Social Behavior
JPMorgan Chase March 2005 - Present
Skills
Loans, Mortgage Lending, Credit, Banking, Consumer Lending, Small Business Lending, Mortgage Banking, Loan Origination, Retail Banking, Commercial Banking, Financial Services, Relationship Management, Private Banking, Customer Experience, Customer Satisfaction, Banking Solutions, Sales, Cross Selling, Team Building, Lines Of Credit, Leadership, Management, Coaching, Deposits, Refinance, Branch Management, Customer Service, Finance, Sales Management
Education
California State University-Los Angeles 2007 — 2009
Bachelor of Arts (B.A.), Sociology Law and Society
Pasadena City College 2004 — 2007
Associate of Arts (A.A.), Psychology
Chase August 2013 - Present
JPMorgan Chase November 2011 - Present
Skills
Customer Service, People Skills, Microsoft Office, Microsoft Excel, Microsoft Word, Problem Solving, Teller Operations, Teamwork, Negotiation, Credit, Time Management, Risk Management, Mortgage Lending
Education
California State University-Long Beach 2011 — 2013
Bachelor of Arts (B.A.), Sociology
Rio Hondo College 2009 — 2011
Associate of Arts (A.A.), Social Sciences
California State University, Chancellor's Office August 2014 - Present
County of Los Angeles June 2012 - July 2014
JPMorgan Chase March 2010 - December 2010
El Camino College November 2007 - December 2009
Nordstrom January 2007 - October 2007
Hollister Co. May 2006 - January 2007
City of Los Angeles February 2004 - January 2005
Preferred Property Management January 2003 - February 2004
Skills
All Windows Operating..., Microsoft Office, Typing 60 WPM, Finance/Banking, QuickBooks, Adminstrative Assistant, Property Management, Customer Service, Sharp Data Entry and..., Sales, Broadcasting/Film, Socia Media, Public Speaking, Photoshop, PowerPoint, Microsoft Excel, Research, Microsoft Word, Editing, Social Media, Program Management, Windows, Data Entry, Event Planning
Education
California State University-Long Beach 2015 — 2017
Master of Public Administration (M.P.A.), Public Management
University of California, Riverside 2010 — 2012
Bachelor of Arts (B.A.), Sociology with Emphasis in Human Resources and Adminstrative Studies, Junior and Senior
USC 2008 — 2010
Biology/Biological Sciences, General, Freshman-Sophomore
JPMorgan Chase December 2012 - Present
JPMorgan Chase February 2012 - December 2012
City of Newark, Recreation Department October 2008 - September 2012
City of Newark April 2006 - September 2012
Skills
Payroll, Banking, Finance, Accounting, Microsoft Excel, Customer Service, Budgets, Auditing, Managerial Finance, Cash Management, Financial Analysis, Account Reconciliation, Strategic Financial..., Time Management, Cash Flow, Financial Reporting, Financial Accounting, Management, Business Analysis, Financial Planning
Education
California State University-Hayward - School of Business and Economics 2009 — 2011
Bachelor of Science (B.S.), Accounting and Finance
Ohlone College 2006 — 2008
Associate of Arts Degree, Business Administration
Kelly Services August 2014 - Present
American Income Life Insurance Company September 2013 - August 2014
OneMain Financial/Citifinancial April 2009 - September 2013
The Carlisle Group (TCG) January 2008 - April 2009
JPMorgan Chase June 2007 - January 2008
Wells Fargo Financial/Wells Fargo Home Mortgage August 1988 - June 2007
Skills
Leadership, Talent Acquisition, Management, Sales, Recruiting, Technical Recruiting, Applicant Tracking..., Sales Management, Finance, Talent Management, Sourcing, Loan Origination, Networking, Interviews, Mortgage Banking, Customer Service, Business Development, Consumer Lending, Strategy, Executive Management, Financial Services, Human Resources, Staffing Services, Executive Search, Contract Recruitment, Refinance, Mortgage Lending, Temporary Staffing, Employee Relations, Internet Recruiting, Credit, Team Building, Mortgage Servicing, Credit Cards, Underwriting, P&L Management, Loans, Onboarding, Credit Analysis, Residential Mortgages, Cross Selling, Branch Management, Credit Risk, B2B, Performance Management, Change Management, District Management, Loss Mitigation, Leadership Development, Regional Development
Education
California State University-Long Beach
Bachelor’s Degree
H.C. Dunn Technology January 2015 - June 2015
Cornell Sanders Technology March 2014 - August 2014
CoraSound Entertainment June 2013 - August 2014
JPMorgan Chase July 2010 - June 2011
Union Bank June 2007 - July 2010
Education
California State University-Long Beach
Bachelor of Science (B.S.)
Edison High School
Balboa Bay Events January 2013 - March 2015
JPMorgan Chase October 2012 - October 2014
Bank of America April 2009 - August 2012
Saddleback Lanes March 2004 - October 2008
Skills
Sales, Customer Service, Team Leadership, Training, Interpersonal Skill, Public Speaking, Always Punctual, Coordination, Computer Proficiency, Logistics, Leadership, Marketing Communications, Customer Satisfaction, Teamwork, Administration, Anti Money Laundering, Microsoft Office, Fraud Prevention, Microsoft Excel, Microsoft Word, Social Media, Event Planning, Social Networking, Time Management
Education
California State University-Long Beach 2013 — 2015
In process, Hospitality Administration/Management
Saddleback College 2009 — 2013
Associate of Arts (AA), American Sign Language (ASL)
First Republic Bank June 2014 - November 2014
JPMorgan Chase April 2014 - June 2014
JPMorgan Chase July 2012 - April 2014
JPMorgan Chase July 2011 - July 2012
Chinatrust Bank 2009 - 2011
AAA Capital March 2006 - November 2009
American Best Capital January 2005 - March 2006
Skills
Loans, Mortgage Lending, Construction Loans, Commercial Lending, Credit, Commercial Mortgages, Credit Analysis, Loan Origination, Portfolio Management, Underwriting, Foreclosures, Mortgage Banking, Refinance, Loan Servicing, Real Estate
Education
California State University-Los Angeles 2006 — 2009
Bachelor's degree, Finance, Minor in Economics
Pasadena City College 2004 — 2006
Associate Degree, Business Administration
Rushmore Loan Management Services, LLC March 2013 - Present
JPMorgan Chase August 2008 - April 2010
Washinton Mutual Bank, Inc April 2000 - July 2008
Skills
Mortgage Lending, Banking, Loans, Credit, Securities, Bankruptcy, Insurance, Derivatives, Fixed Income, Consumer Lending, Consumer Privacy, Anti Money Laundering, Bank Secrecy Act, International Tax, Legal Compliance, Mortgage Compliance, Project Management, Training Delivery, Meeting Planning, Microsoft Office, Meeting Facilitation, Employee Training, Employee Management, Team Building, Team Leadership, Software Implementation, Report Writing, Reporting & Analysis, Analysis, Fair Housing Law, Legal Research, Legal Writing, Legal Advice, Legal Opinions, Risk Management, Operational Risk, Risk Analysis
Education
Thomas Jefferson School of Law 2014 — 2015
Master of Laws (LL.M.), International Tax and Finance - Compliance & Risk Management, 3.6
Western State University College of Law 2008 — 2012
Juris Doctorate, Law
California State University-Long Beach
Bachelor of Arts (B.A.), Communication Studies
Rushmore Loan Management Services LLC January 2014 - Present
JPMorgan Chase May 2013 - November 2013
JP Morgan Chase December 2011 - May 2013
JPMorgan Chase November 2007 - December 2011
Citi Residential Lending April 2005 - November 2007
Citi Residential Lending February 2003 - April 2005
Skills
Underwriting; Freddie..., Short Sale Specialist, Loan Modifications, Loss Mitigation, Repayment plans, Forbearance Plans, Financial Statement..., Income Review, Computer Skills; MS..., Lenstar, Application Xtender, Lawbase, Alltell/MSP/Fidelity, Lenderlive, Agent Desktop (AD), LPS, Fortracs, Resolve, Linx, Director Call Monitoring, 75+wpm, Fannie Mae HSSN, WPII, NACA.com, FHA Connections, Disposition, Refinance, Loan Orgination, Negotiation, Mortgage Servicing, Mortgage Banking, Credit Analysis, Mortgage Lending, Residential Mortgages, Training, Default, Modification, Foreclosures, Bankruptcy, USDA, Real Estate, Short Sales, Title Insurance
Education
California State University-Fullerton 1996 — 2001
Bachelor of Science
iCONIQ Virtual Wardrobe October 2011 - December 2011
JPMorgan Chase June 2009 - December 2011
Union Bank of California September 2004 - February 2008
Staples Office Supplies February 2004 - January 2005
Education
California State University-Long Beach
Fashion Merchandising
Former JPMorgan Chase June 2012 - Present
PIE Inc January 2007 - Present
JPMorgan Chase January 2008 - January 2008
Aames Home Loan September 2004 - December 2006
Washington Mutual January 2001 - September 2004
Skills
Customer Service, Call Centers, Risk Management, Brand Development, Development & delivery..., Diversity & Inclusion, Quality Assurance, Broadcast, Knowledge Management, Mediation, Credit Cards, Regulatory Requirements
Education
University of Phoenix 1998 — 2000
Masters, Organizational Management
California State University-Los Angeles 1988 — 1990
Bachelor's degree, Radio and Television Broadcasting
JPMorgan Chase January 2007 - Present
Cafe Mystic January 2011 - January 2012
Ocean Capital June 2006 - July 2009
Skills
Public Speaking, Bilingual Proficiency, Sales Management, Event Management, Small Business, Retail Banking, Branch Banking, Branch Management, Personal Banking, Customer Service, Sales, Management, CRM, Loans, Mortgage Lending, Finance, Training, Leadership
Education
Cal State Fullerton 2006 — 2011
BA, Business Administration
California State University-Fullerton
JPMorgan Chase December 2008 - April 2015
Washington Mutual Bank, FA May 2007 - December 2008
Washington Mutual May 2000 - December 2008
Washington Mutual September 2000 - May 2007
American Savings Bank 1979 - 1998
Skills
Succession Planning, Vendor Management, Performance Consulting, Instructional Design, Financial Services, Performance Improvement, Leadership Development, Employee Relations, Recruiting, Change Management, Needs Analysis, Hands-on Training, Management, Training, Organizational..., Employee Engagement, Organizational..., Instructor-led Training, Workshop Facilitation, Workforce Planning, Employee Training, Budgets, Banking, Coaching, Leadership, Team Building
Education
California State University-Los Angeles
Bachelor of Arts (BA), English Language and Literature, General
NORMedia July 2012 - Present
Event Solutions September 2012 - Present
Great Estate Road Show November 2011 - December 2011
JPMorgan Chase October 2010 - October 2011
California State University, Long Beach January 2006 - May 2010
Education
California State University-Long Beach 2005 — 2010
Bachelor of Arts (B.A.), Interpersonal and Organizational Communications
JPMorgan Chase June 2012 - Present
Citi March 2007 - June 2012
Skills
Banking, Commercial Lending, Loans, Credit, Portfolio Management, Commercial Banking, Financial Analysis, Credit Analysis, Cross Selling, Cash Management, Consumer Lending, Loan Origination, Management, Retail Banking, Small Business Lending, Treasury Management
Education
California State University-Long Beach
Bachelor of Science (BS), Finance and Financial Management Services
California State University-Long Beach
Bachelor of Science (B.S.), Marketing
Facebook December 2013 - Present
Fiserv May 2012 - December 2013
Popmoney January 2012 - May 2012
JPMorgan Chase August 2011 - January 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Sales, Team Building, Sales Management, Negotiation, Outlook, Social Media, New Business Development, Public Speaking, Marketing
Education
California State University-Long Beach 2009 — 2011
Bachelor of Arts (B.A.), Graphic Design
SchoolsFirst Federal Credit Union October 2013 - Present
JPMorgan Chase July 2013 - October 2013
JPMorgan Chase May 2011 - July 2013
Swedish Armed Forces January 2001 - June 2010
Ideella Föreningen Projure August 2009 - May 2010
OKQ8 July 1999 - August 2005
Skills
Financial Analysis, Forecasting, Finance, Leadership, Analysis, Sales Management, Management, Microsoft Office, Portfolio Management, Fixed Income Strategies, Series 6, Series 63, Quantitative Analytics, Negotiation, Budget Process, Sales Presentations, Corporate Finance, Risk Management, Securities, Financial Markets, Economics, Team Leadership, Banking, Contract Management
Education
Uppsala universitet 2005 — 2010
LL.M., Commercial Contract and Arbitration
Stockholm University 2007 — 2010
BS, Business Administration and Finance
California State University-Long Beach - College of Business Administration 2008 — 2009
Course work, International Finance and Business Law
JPMorgan Chase January 2014 - Present
Wells Fargo August 2007 - December 2013
California National Bank 2006 - 2007
Wells Fargo Bank August 1990 - July 2006
Price Club 1985 - 1990
Skills
Portfolio Management, Commercial Banking, Start-ups, Banking, Investments, Financial Analysis, Financial Modeling, Commercial Lending, Mergers, Loans, Private Equity, Due Diligence, Credit, Capital Markets, Valuation, Credit Analysis
Education
California State University-Long Beach - College of Business Administration 1993 — 1995
MBA, Finance
University of California, Irvine 1985 — 1988
BA, Economics
University of California, San Diego 1983 — 1985
Computer Science
Mater Dei
Broadcom December 2014 - Present
Broadcom September 2012 - December 2014
JPMorgan Chase June 2010 - August 2012
Re/Max of North Orange County March 2007 - June 2010
Archer Profit Associates September 2007 - October 2008
Skills
Management, Accounting, Cost Accounting, Finance, Account Reconciliation, Variance Analysis, General Ledger, GAAP, Customer Service, Sales, Personal Finance, QuickBooks, Microsoft Excel, Standard Costs, Analysis, Financial Analysis, Microsoft Office, PowerPoint
Education
California State University-Fullerton - College of Business and Economics 2007 — 2012
Bachelor of Arts, Business Administration, Double Major - Accounting and Finance
C2 Education September 2012 - Present
Bullock Russell Real Estate Services January 2014 - Present
LoanDocSolutions-Highland Law Corporation April 2009 - September 2012
JPMorgan Chase February 2004 - September 2008
Best Buy October 2001 - February 2003
Lenscrafters September 1989 - October 2000
Skills
Business Development, Leadership, Team Building, Selling, Educational Management, Forecasting, New Business Development, Account Management, Marketing Strategy, Product Development, Sales Management, Strategic Planning, Training, Salesforce.com, Coaching, Real Estate Transactions, Networking, Strategic Partnerships, Customer Service, Process Improvement, Cross-functional Team..., Change Management, Mentoring, Real Estate, P&L Management, Community Outreach, Sales, Direct Sales
Education
University of California, Los Angeles
College Student Counseling and Personnel Services
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2005
MBA, Leadership and Managing Organizational Change
California State University-Long Beach - College of Business Administration
BS, Business Management
TPG Capital June 2013 - Present
Jackson Pacific Ventures August 2007 - June 2013
JPMorgan Chase February 2006 - August 2007
Skills
Loans, Real Estate, Refinance, Mortgage Lending, Mortgage Banking, Customer Service, Loan Origination, Outlook, Microsoft Excel, Program Management, Finance, QuickBooks
Education
California State University-Long Beach 2000 — 2005
Bachelor's degree
loanDepot March 2014 - Present
JPMorgan Chase January 2013 - March 2014
Chase April 2011 - December 2012
Kondaur Capital Corporation August 2010 - October 2011
Sand Canyon Corporation 2008 - July 2010
OOMC Inc. September 1997 - 2008
Option One Mortgage Corporation, Irvine, CA 1997 - 2008
Skills
Mortgage Lending, Mortgage Banking, Loss Mitigation, Loan Servicing, Portfolio Management, Vendor Management, Risk Management, Management, Capital Markets, Loans, Credit, Mortgage Servicing, Process Improvement, Banking, Leadership, Valuation, Executive Management, Residential Mortgages, Loan Origination, Enterprise Software, Strategic Planning, Sales, Finance, FHA, Underwriting, Financial Risk, Mortgage Underwriting, Financial Services, Asset Management, Credit Risk
Education
California State University-Fullerton
B.A., Finance
California State University-Fullerton, Mihaylo College of Business and Economics
B.A., Finance
Comerica Bank July 2014 - Present
US Bank October 2013 - June 2014
LL Merchant Solutions May 2013 - September 2013
JPMorgan Chase January 2007 - May 2013
JPMorgan Chase January 2007 - May 2013
JPMorgan Chase June 1992 - May 2013
WASHINGTON MUTUAL BANK January 1988 - January 2009
Wachovia Bank January 2006 - January 2007
Washington Mutual Bank January 1988 - January 2006
Great Western Bank 1990 - 1996
Skills
Banking, Leadership, Management, Loans, Financial Services, Mortgage Lending, Finance, Mergers & Acquisitions, Insurance, Performance Management, Retail Banking, Human Resources, Customer Service, Competitive Analysis, Credit, Risk Management, Loan Origination, Credit Analysis, Mortgage Banking, Commercial Banking, Portfolio Management, Relationship Management, Financial Analysis
Education
California State University-Long Beach 1992 — 1997
Bachelors Of Science, Business Administration; Finance
California State University-Long Beach 1992 — 1997
Bachelor of Science (BS), Business AdministrationFinance
California State University-Long Beach - College of Business Administration 1984 — 1997
Bachelors of Science, Business Finance
Alumni California State Long Beach
California State University
Bachelor of Science, Business Administration and Finance
JPMorgan Chase December 2013 - Present
BluFi Lending May 2011 - December 2013
Education
California State University-Long Beach - College of Business Administration 1993 — 1996
BS, Marketing
Day & Zimmermann 2013 - Present
DTS Consultants 2009 - Present
JPMorgan Chase 2010 - 2013
Goldman Sachs 2007 - 2009
Federal Reserve Bank 2004 - 2007
Education
University of Illinois at Chicago
M.A., Social Psychology
California State University-Long Beach
B.A., Psychology
JPMorgan Chase Senior Commercial Review AppraiserWashington Mutual2006 - 2008
Commercial Capital Bank September 2003 - 2006
Skills
Commercial Real Estate, Mortgage Lending, Loans, Mortgage Banking, Valuation, Investments, Real Estate, Residential Homes, Sellers, Loan Origination, Finance, Appraisals, Real Estate Economics
Education
California State University-Long Beach 1979 — 1981
Bachelor of Science (BS), Business Adminstration / Real Estate Finance
California Bank & Trust August 2014 - Present
JPMorgan Chase May 2011 - August 2014
Skills
Account Management, Team Building, Customer Service, Forecasting, Business Planning, Insurance, Asset Management, Strategy, Leadership, Management, Process Improvement, Business Strategy, Sales Management, Start-ups, Vendor Management, Operations Management, Strategic Planning, Contract Negotiation, Financial Analysis, Retail Banking, Risk Management, Sales, Small Business, Negotiation, Marketing Strategy
Education
California State University-Long Beach - College of Business Administration 1995 — 1998
Medical Microbiology / Chemistry
California State University of Long Beach
Urban Science April 2014 - Present
Aerotek March 2012 - October 2013
JPMorgan Chase June 2009 - November 2011
Enterprise Rent-A-Car May 2007 - June 2009
Skills
Administrative..., Banking, Customer Service, Human Resources, Recruiting, Training, Time Management, Sales, Call Centers, Leadership, Teamwork, Data Analysis
Education
California State University-Long Beach 2013 — 2015
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
University of Arizona 2003 — 2007
Bachelor of Science (B.S.), Marketing
Fairmont Private School
JPMorgan Chase January 2010 - Present
Wells Fargo Home Mortgage November 2004 - November 2009
Countrywide Financial July 2000 - September 2004
CalBay Mortage June 1998 - July 2000
Glendale Federal Bank May 1994 - June 1998
Home Savings of America September 1990 - April 1994
Education
California State University-Hayward - School of Business and Economics 1989 — 1991
Bachelor of Applied Science (B.A.Sc.), Business Administration / Marketingl
Long Beach City College August 2012 - Present
Santiago Canyon College January 2012 - Present
Mary Kay Inc. November 2010 - Present
California State University, Long Beach June 2012 - August 2012
JPMorgan Chase August 2010 - May 2012
California State University, Long Beach August 2007 - May 2010
California State University, Long Beach April 2005 - January 2008
Skills
Teaching, Tutoring, Spanish, Curriculum Development, Higher Education, Public Speaking, Student Affairs, PowerPoint, Social Networking, Microsoft Excel, Microsoft Word
Education
California State University-Long Beach 2007 — 2011
Master of Science, Mathematics
California State University-Long Beach 2003 — 2007
Bachelor of Science, Mathematics-Mathematics Education
LA City Attorney's Office - Housing Division May 2015 - Present
Global Electronic Technology, Inc. November 2013 - July 2014
Global Electronic Technology, Inc. July 2013 - November 2013
CashCall January 2013 - June 2013
JPMorgan Chase April 2010 - February 2013
Massage Envy July 2008 - July 2009
See's Candies December 2007 - February 2008
Skills
Microsoft Office, Roberts Rules of Order, Windows, PowerPoint, Organizational..., Bylaws, International Relations, Intercultural..., Conflict Resolution, Communication Written, Database Research, Communication Theory, Oral Communications, Professional..., Public Speaking, Robert's Rules of Order, Research, Banking
Education
University of California, Los Angeles - School of Law 2014 — 2017
JD, Law
California State University-Long Beach 2008 — 2012
BA, International Studies and Communication Studies
Universidad de Belgrano
JPMorgan Chase July 2011 - Present
Pangaia Partners 2010 - July 2011
Chatham University 2009 - 2010
Bayer Business Services 2006 - 2009
Law Firm of Bonne Bridges, Mueller O'Keefe & Nichols 2004 - 2005
Ross Business Institute 2003 - 2004
Heald College 2000 - 2002
Great Lakes Science Center 1997 - 2000
Skills
SIEM, NetWitness, Splunk, IDS, Bluecoat, Network Engineering, Data Center, Firewalls, Security, Integration, Cross-functional Team..., Switches, Troubleshooting, Networking, Program Management, Servers, Software Documentation, Cisco Technologies, Project Management, Technical Support, Software Installation, Analysis, Microsoft Exchange, Operating Systems, TCP/IP, Management, Requirements Gathering, ITIL, Virtualization, Enterprise Architecture, Visio, Disaster Recovery, Routers, Negotiation, Network Security, IT Service Management, Infrastructure, Blackberry Enterprise..., Group Policy, Vendor Management, Active Directory, IT Management, IP, Information Technology, Leadership
Education
Duquesne University 2005 — 2008
MS-ISM, Information Systems
California State University-Los Angeles 2003 — 2005
-, Information Systems
Cleveland State University 1997 — 1999
BA, Communication
The Ohio State University 1995 — 1997
-, GEC
JPMorgan Chase 1996 - 2004
MetLife 1991 - 1996
Merrill Lynch 1982 - 1985
Education
Pratt Institute 1987 — 1989
MFA, New Forms Design, Ceramics, Computer Animation, Film/Video production and editing
California State University-Hayward - School of Business and Economics
BS, Accounting, Finance, Economics
Mills College
Botany, Chemistry, Ceramics, Painting
University of California, Berkeley
Economics, Fine Arts
Hoffman Southwest Corp August 2015 - Present
AppleOne Employment Services January 2015 - August 2015
Junta de Andalucía- C.E.I.P. Santiago January 2014 - May 2014
CIEE January 2014 - May 2014
JPMorgan Chase August 2008 - December 2013
Regal Entertainment Group June 2003 - August 2006
Skills
Highly detail oriented, Customer Service, Finance, Team-oriented, Service Focused, Customer Experience, Time Management, Teaching, Banking, Training, Goal Oriented, Teamwork, Microsoft Excel, Organization, Microsoft Office, Social Media, PowerPoint, Microsoft Word, Public Speaking, Outlook, Social Networking, Leadership, Team Building
Education
California State University-Long Beach 2006 — 2008
Bachelor of Science (BS), Finance and Financial Management Services
Saddleback College 2003 — 2005
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Moduslink Global Solutions 2010 - 2014
JPMorgan Chase 1997 - 2004
Skills
Process Improvement, Cross-functional Team..., Operations Management, Pricing, Global Concur Install, Global Commercial Card..., Global Travel Management, Contract Negotiation, Program Management, Management, Integration, Strategic Partnerships, Strategic Planning, Supply Chain Management, Vendor Management, SAP, Salesforce.com, Solution Selling, New Business Development, CRM
Education
California State University-Long Beach
Citi May 2015 - Present
RBS June 2010 - December 2013
JPMorgan Chase Bank October 2007 - June 2010
JPMorgan Chase July 2003 - September 2007
Resources Connection December 2002 - June 2003
BT Financial Group February 2001 - September 2001
Chase Manhattan Bank July 1999 - December 2000
Ernst & Young September 1995 - July 1999
Skills
Banking, Business Process..., Cash Management, AML, Financial Risk, Internal Audit, Management, Operational Risk, Operational Risk..., Risk Management, Credit, Anti Money Laundering, Portfolio Management
Education
California State University-Long Beach - College of Business Administration 1992 — 1994
Banc of California August 2013 - Present
Wells Fargo Bank August 2012 - July 2013
FDIC Divsision of Resolutions and Receiverships April 2009 - June 2011
US Res Inc. Lake Forest, CA January 2009 - April 2009
Opteum Financial Services July 2004 - June 2007
JPMorgan Chase May 2002 - June 2004
Education
California State University-Long Beach 1982 — 1984
Business Information System
Golden West College 1980 — 1982
AA, Accounting / Business
Western Federal Credit Union August 2014 - Present
JPMorgan Chase April 2011 - June 2014
FDIC May 2010 - April 2011
JPM Chase February 2009 - May 2010
Washington Mutual February 2008 - February 2009
Beazer Homes June 2005 - October 2007
Washington Mutual 2001 - 2005
Fidelity Federal Bank 1997 - 2000
Skills
Banking, Credit, Loans, Management, Mortgage Lending, Residential Mortgages, Finance, Call Centers, Loan Origination, Mortgage Servicing, Mortgage Banking, Leadership, Risk Management, Credit Analysis, Customer Service, Consumer Lending, Sales, Loss Mitigation, Underwriting, Credit Risk, Loan Servicing, Process Improvement, Financial Analysis, Portfolio Management, Business Analysis, Team Building, Data Analysis, Vendor Management, Financial Services, Mortgage Underwriting, Change Management, Strategic Financial..., Software Documentation, Program Management, FHA, Refinance, Financial Risk, Relationship Management, Analysis, Business Development, Strategic Planning, Customer relationship..., Business Process..., Project Management, Training creation and..., Compliance, Operations Management, Sales Management, Coaching, CRM
Education
California State University-Long Beach 1987 — 1991
Bachelor of Science (BS), Finance, General
Backstop Solutions Group March 2015 - Present
JPMorgan Chase May 2012 - March 2015
JPMorgan Chase August 2010 - May 2012
Educational Funding Services, Inc December 2004 - July 2010
EDFUND February 2001 - December 2004
AFSA Data Corporation March 2000 - February 2001
Skills
Competitive Analysis, B2B, Management, Sales Management, Sales, Leadership, Strategic Planning, Relationship Management, Account Management, Banking, Analysis, Strategic Partnerships, Training, Business Development, Executive Management, Loans, New Business Development, Marketing Strategy, Business Strategy, Salesforce.com, Customer Service, Working Capital..., Disbursement, Streamlining Of..., Treasury Services, Accounts Receivable, Accounts Payable, Commercial Card, Commercial Banking, SaaS, Investor Relations, Hedge Funds, Private Equity, CRM
Education
California State University-Long Beach - College of Business Administration 1996 — 1999
Bachelor of Science, Business Administration: International Business
LiftFund January 2014 - Present
Accion Texas Inc. May 2011 - December 2013
JPMorgan Chase April 2010 - April 2011
Greater Las Vegas Church of Christ December 2000 - April 2009
Skills
Team Building, Credit, Process Improvement, Nonprofits, Fundraising, Team Leadership, Project Management, Banking, Policy, Loans, Analysis, Budgets, Training, Strategic Planning, Leadership, Financial Analysis, Public Speaking
Education
California State University-Long Beach
Bachelor's degree, Economics
University of Nevada-Las Vegas
Masters, Nonprofit Management
BNY Mellon Wealth Management June 2006 - Present
JPMorgan Chase June 2005 - June 2006
The LBL Group March 2000 - June 2005
Skills
Wealth Management, Investments, Estate Planning, Investment Management, Insurance, Asset Allocation, Portfolio Management, Equities, Fixed Income, Alternative Investments
Education
California State University-Long Beach
Bachelor of Science, Finance, Investments Concentration
Chartered Financial Analyst (CFA)
JPMorgan Chase February 2008 - July 2014
Intertech Associates February 2005 - January 2008
Sector, Inc. 2001 - February 2005
NYSE 2001 - 2005
OnSite Access November 1999 - May 2001
AT&T 1998 - 1999
Teleport Communications Group (TCG) 1996 - 1998
Sprint 1991 - 1996
Skills
Business Analysis, Cross-functional Team..., Leadership, Project Planning, Strategy, Vendor Management, Process Improvement, Strategic Partnerships, Project Management, Visio, Management, CRM, Customer Service, Strategic Planning, Business Development, Marketing, Telecommunications, Data Center, Program Management, New Business Development, Internal Communications, Human Resources, Sales, Team Building
Education
California State University-Los Angeles
BS, Business Administration
Golden Gate University
MBA, Telecommunications Management
PREMIER AMERICA CREDIT UNION September 2014 - Present
Marriott International September 2013 - January 2015
San Marino Security Systems September 2012 - January 2013
Wells Fargo July 2011 - April 2012
JPMorgan Chase April 2010 - May 2011
Abercrombie & Fitch January 2010 - September 2010
Unicare Medical Center September 2009 - November 2009
Arcadia Center Pharmacy November 2008 - March 2009
Good Pharmacy November 2007 - May 2008
Bin Bin Konjac January 2003 - March 2006
Skills
Cantonese, Mandarin, Teo Chew, Taiwanese, Time Management, Consumer Lending, Invoicing, Process Scheduler, Loans
Education
Rio Hondo College 2005 — 2007
Associate of Arts
California State University-Los Angeles 2000 — 2001
American Culture and Language Program
Citrus College
Associate of Arts (Business)- (Pending Course Completion)
Opus Bank October 2012 - Present
Opus Bank October 2012 - Present
JPMorgan Chase June 2011 - October 2012
Skills
Loans, Credit, Banking, Mortgage Lending, Consumer Lending, Credit Analysis, Retail Banking, Small Business Lending, Loan Origination, Commercial Banking, Mortgage Banking, Commercial Lending, Portfolio Management, Series 63, Investments, Business Loans
Education
California State University-Long Beach 2006 — 2011
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics
JPMorgan Chase April 2014 - Present
NYC Department of Education September 2013 - April 2014
Nellie Mae Education Foundation August 2012 - May 2013
The Greenlining Institute June 2011 - August 2012
Skills
Research, Report Writing, SPSS, Statistics, stata, Non-profits, Programming, Program Evaluation, Counseling, Stata, PowerPoint, Community Outreach, Nonprofits, Data Analysis, Event Planning, Public Speaking, Microsoft Office, Microsoft Excel, Editing, Policy, Grants, Teaching, Program Management, Politics, Analysis, Program Development, Public Policy, Grant Writing, Workshop Facilitation, Qualitative Research, Training, Fundraising
Education
Harvard University 2012 — 2013
Master's degree, Ed. Policy and Management
California State University-Long Beach 2006 — 2011
B.A., Cum Laude, Triple Major, Human Development, Psychology, & Sociology
Sherwin-Williams Paints April 2015 - Present
Sherwin-Williams Paints March 2014 - March 2015
JPMorgan Chase May 2012 - March 2014
JP Morgan Chase April 2010 - June 2012
BJ's Restaurants, Inc. September 2009 - September 2010
Deloitte June 2009 - August 2009
Skills
Series 6, Series 63, Life Insurance, Microsoft Excel, Strategic Financial..., Financial Markets, Financial Advisory, PowerPoint, Public Speaking, Management, Sales, Banking, Customer Service, Financial Analysis, Investments
Education
California State University-Long Beach 2008 — 2012
Bachelor of Arts (BA), Family and Consumer Economics and Related Studies
JPMorgan Chase & Co. April 2015 - Present
JPMorgan Chase May 2013 - Present
Bank of America November 2011 - May 2013
Merrill Lynch November 2009 - November 2011
Bank of America April 2006 - November 2009
Skills
Commercial Banking, Sales, Credit, Loans, Banking, Treasury Services, Analysis, Commercial Lending, Credit Analysis, Financial Analysis, Fixed Income, Insurance, Management, Mortgage Lending, Portfolio Management, Relationship Management, Small Business Lending
Education
California State University-Los Angeles 2006 — 2008
bs, finance
UCLA
CFP Candidate
Chase September 2014 - Present
Astoria Bank March 2014 - September 2014
JPMorgan Chase July 2012 - February 2014
Prudential Financial July 2011 - June 2012
Professional Sports Publications November 2010 - July 2011
T-Mobile June 2006 - October 2010
Skills
Personal Finance, Account Management, Financial Analysis, New Business Development, Direct Sales, Marketing Strategy, Retail, Cross-functional Team..., Customer Satisfaction, Program Management, Leadership, Sales Process, Cold Calling, Team Building, Advertising, Product Management, Selling, Lead Generation, P&L Management, Management, Business Development, Customer Retention, Sales, Sales Operations, Marketing, Sales Presentations, Strategy, Salesforce.com, Sales Management, Competitive Analysis, B2B
Education
California State University-Long Beach - College of Business Administration 2006 — 2010
B.S, Business Marketing
Dell June 2015 - Present
United Airlines December 2012 - June 2015
T-Mobile February 2013 - May 2015
Interscope Records March 2012 - May 2012
Castells & Asociados August 2011 - January 2012
Universal Music Group January 2011 - May 2011
JPMorgan Chase June 2009 - March 2011
Best Buy July 2007 - January 2009
Mak & Associates June 2006 - September 2006
Skills
Photoshop, Illustrator, Digital Photography, Social Media, Social Networking, Social Media Marketing, Microsoft Office, Advertising, Microsoft Excel, Management, Digital Marketing, Marketing, Sales
Education
California State University-Long Beach - College of Business Administration 2007 — 2012
BS, Marketing
UCLA
Design Communication Arts
Linda X Avalos Coaching April 2006 - Present
Central Casting 2008 - Present
Cushman & Wakefield October 2012 - October 2014
Toastmasters International July 2012 - March 2014
Lotus of Light June 2008 - August 2012
Century 21 Realty Masters February 2010 - March 2012
Cosmo Hair Barr 2009 - 2010
Soroptimist International 2006 - 2008
XDimensional Technologies, Inc. March 2004 - February 2006
JPMorgan Chase June 2003 - March 2004
Skills
Social Networking, Event Planning, Leadership, Public Speaking, Customer Service, Leadership Development, Social Media, Coaching, Small Business, Social Media Marketing, Entrepreneurship, Team Building, Microsoft Office, Training, Microsoft Word, Motivational Speaking, Event Management, Adobe Acrobat, Community Outreach, Microsoft Excel, Fundraising, Nonprofits, Blogging, Life Coaching, Marketing, Conflict Resolution, Workshop Facilitation, Public Relations, Bilingual-Spanish, Angel Readings, Mediumship, Hiring, Acting, Website Development, YouTube, Professional Women, Conference Coordination, Excel, Word, Customer Relations, Typing 88 WPM, Twitter, Yelp, Connecting with Angels, Personal Development, Real Estate, Volunteer Management, Online Marketing, Facebook, Coaching & Mentoring
Education
California State University-Los Angeles 1998 — 2006
Bachelor's degree, Business Administration, with an emphasis in Real Estate
Thrive Academy
Oregon Supreme Court August 2015 - Present
Lyons Lederer, LLP December 2014 - April 2015
Marion County District Attorney June 2013 - October 2014
Willamette University May 2013 - November 2013
Vircon October 2011 - August 2012
JPMorgan Chase March 2011 - October 2011
Northwestern Mutual June 2010 - March 2011
Motus Recruiting & Staffing October 2009 - December 2009
ClearPoint Financial Solutions April 2009 - August 2009
Indymac Bank October 2006 - September 2008
Skills
Talent Acquisition, Banking, Technical Recruiting, Software Development, SAP, Training, Quality Assurance, Internet Recruiting, Legal Writing, Legal Research, Editing, Self-starter, Organized with Strong..., Outstanding..., Superior Work Ethic
Education
Willamette University College of Law 2012 — 2015
Juris Doctor (J.D.), Law with a Business Law Certificate, Cum Laude
Portland State University - School of Business 2010 — 2011
B.A., Management, 3.79
California State University-Long Beach - College of Business Administration 2005 — 2009
B.A., International Business, Chinese Studies
Ming Chuan University 2008 — 2008
Certificate, Mandarin Chinese
JPMorgan Chase August 2008 - November 2013
Fremont Investment and Loan February 2007 - April 2008
AMC Mortgage Services January 2003 - February 2007
Education
California State University-Long Beach 2003 — 2008
Chase October 2014 - Present
J.P. Morgan November 2012 - April 2014
JPMorgan Chase August 2011 - October 2012
JPMorgan Chase April 2011 - August 2011
JPMorgan Chase December 2009 - April 2011
LMS April 2006 - June 2009
Skills
Mortgage Lending, Loan Servicing, Banking, Leadership, Credit, Loans, Financial Analysis, Mortgage Banking, Risk Management, Consumer Lending, Credit Analysis, Portfolio Management, Loan Origination, Mortgage Servicing, FHA
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2006 — 2009
B.A., Business Managment
JPMorgan Chase 2007 - Present
Bank of America January 2005 - December 2006
Union Bank 2001 - 2005
Heritage Bank of Commerce 2000 - 2001
City National Bank (Acquired Civic Bank of Commerce) 1998 - 2000
GE Capital (Acquired Heller Financial) 1996 - 1997
California Bank & Trust (formerly Sumitomo Bank of California) 1994 - 1996
Skills
Credit, Credit Analysis, Commercial Banking, Commercial Lending, Small Business Lending, Banking, Financial Services, SBA, Relationship Management, Credit Risk, Portfolio Management, Loans, Finance, Cross Selling, Financial Risk, Cash Management, Deposits, Underwriting, New Business Development, OMEGA Credit Training, RMA Credit Training, Lines Of Credit, Leadership, Financial Analysis
Education
Pacific Coast Banking School, University of Washington 2009 — 2010
Graduate School, Banking
The Risk Management Association (RMA)
Commercial Credit & Risk Training
Omega Performance
Commercial Lending & Relationship Management
California State University-Hayward - School of Business and Economics 1991 — 1994
BS, Finance
Comerica Bank November 2014 - Present
US Bank April 2012 - July 2014
JPMorgan Chase August 2010 - April 2012
Wells Fargo August 2006 - August 2010
Skills
Business Development, Banking, Loans, Credit, Consumer Lending, Retail Banking, Commercial Banking, Mortgage Lending, Management, Small Business Lending, Leadership, Lines Of Credit, Mortgage Banking, Deposits, Commercial Lending, Relationship Management, Branch Management, Branch Banking, Loan Origination, Customer Satisfaction, Risk Management, Financial Services, Cross Selling, Finance, Credit Analysis, Treasury Management, Portfolio Management, Entrepreneurship, Wealth Management, Asset Based Lending, Sales, Credit Risk, Merchant Services, Home Equity Lines of...
Education
California State University-Long Beach 2005 — 2015
Bachelor of Business Administration (BBA), Business Administration and Management, General
Puget Sound Energy December 2010 - Present
Group Health Cooperative May 2009 - November 2010
Washington Mutual (WaMu) 2002 - January 2009
JPMorgan Chase 2002 - January 2009
Corbis 1999 - January 2002
Ernst & Young, CRM/Siebel Practice December 1998 - 1999
Mosaix/Avaya February 1996 - December 1998
Tosco 1994 - 1996
South Coast Air Quality Management District (AQMD) 1991 - 1994
Ernst & Young, Network & Telecom Practice 1987 - 1991
Skills
Enterprise Architecture, Business Intelligence, Program Management, Data Center, Business Management, Data Integration, Enterprise Content..., Business Process Design, Solution Architecture, Management, IT Management, SharePoint, Business Process..., Integration, IT Strategy, Cloud Computing, SDLC, ITIL, CRM, Databases, Strategy, Outsourcing, PMO, Disaster Recovery, Architecture, Cross-functional Team..., Process Improvement, IT Service Management, PMP, Enterprise Software, Vendor Management, Telecommunications, Agile Methodologies, Project Management, Information Technology, Unix, Requirements Analysis, MS Project, Oracle, Software Project..., SQL, Business Process, Infrastructure, Servers, Data Warehousing, Consulting, Project Portfolio..., Business Analysis, Requirements Gathering, Visio
Education
Stanford University 2005 — 2006
SCPM
University of Southern California - Marshall School of Business 1984 — 1987
MBA
California State University-Los Angeles 1977 — 1982
BS
Pacific Gas and Electric Company July 2010 - Present
Pacific Gas and Electric Company April 2009 - August 2010
Pacific Gas and Electric Company July 2008 - April 2009
Pacific Gas and Electric Company August 2007 - July 2008
Cisco Systems February 2007 - April 2007
JPMorgan Chase February 2000 - December 2006
PepsiCo - Pepsi Beverages Company November 1994 - February 2000
Skills
Vendor Management, Windows 7, Visio, Customer Service, Access, Business Analysis, Leadership, Microsoft Office, Change Management, Microsoft Excel, Team Building, Outlook
Education
Holy Names University 1995 — 1999
Master of Business Administration (M.B.A.), Business Administration and Management, General
California State University-Hayward - School of Business and Economics 1986 — 1989
Bachelor of Business Administration (B.B.A.), Marketing
Toll Brothers January 2015 - Present
Lea Melendres and Associates September 2014 - December 2014
Wells Fargo Home Mortgage June 2012 - July 2014
JPMorgan Chase September 2011 - June 2012
Toll Brothers November 2007 - August 2011
The Mark Company June 2006 - November 2007
The Mark Company March 2005 - August 2006
The Mark Company June 2004 - March 2005
Skills
Real Estate Transactions, Loan Origination, Strategic Negotiations, Real Estate Contracts, New Home Sales, Single Family Homes, Refinance, Mortgage Banking, Real Estate, Real Estate Development, Residential Homes, Condos, Land Acquisition, Selling, Contract Negotiation, Investment Properties, Marketing, Referrals, Sales, Mortgage Lending, Loans, Buyers, Sellers, Luxury, Customer Service, Property, First Time Home Buyers, FHA
Education
California State University-Hayward - School of Business and Economics 1997 — 2002
Bachelor of Science, Business Administration, Computer Information Systems
JPMorgan Chase February 2013 - Present
Los Angeles National Bank May 2008 - March 2012
Skills
Strategic Financial..., Financial Accounting, Corporate Finance
Education
California State University-Los Angeles 2004 — 2008
Bachelor's degree, Accounting and Finance
JPMorgan Chase June 2011 - Present
Skills
Banking, Credit, Loans, Relationship Management, Portfolio Management, Small Business Lending, Financial Services, Mortgage Lending, Credit Analysis, Business Analysis, Retail Banking, Business Relationship...
Education
California State University-Long Beach 2002 — 2006
Bachelor of Science (BS), Finance
JPMorgan Chase 2001 - Present
THOMSON & THOMSON 2000 - 2001
Skills
Organizational..., Microsoft Office, Detailed Analysis, Outgoing, Patient Education, Patient Advocacy, Recruitment/Retention, Operational Excellence, Customer Engagement, Self Driven, Contract Negotiations, New Business Acquisition, Talent Identification, Confidentiality, Time Management, Community Relations, Coaching, Relocation, Global Strategy, Healthcare Management, Benefits Administration, Employee Relations, Online Research, Project Coordination, Process Improvement, Training & Development, Listening Skills, PeopleSoft, Global HR, Risk Assessment, Cash Management, Writing Skills, People-oriented, Creative Problem Solving
Education
California State University-Long Beach
Bachelor of Arts, English
University of Phoenix
Master Business Administration, Human Resource Management, Global Management, and Healthcare Administration
Wells Fargo October 2012 - Present
JPMorgan Chase June 2009 - October 2012
ADP January 2009 - June 2009
Worldwide Express June 2008 - January 2009
Skills
Commercial Lending, SBA 504, SBA 7a, Small Business Lending, Cash Flow Forecasting, Underwriting, Investment Properties, Owner Occupied, Commercial Banking, SBA, Finance, Credit Analysis, Lines Of Credit
Education
California State University-Long Beach
Bachelor of Arts, Business Economics
JPMorgan Chase January 2012 - Present
LBA Realty March 2010 - January 2012
Grant Thornton LLP February 2008 - December 2009
Education
Long Island University, Brooklyn Campus 2004 — 2007
B.S. in Business Administration, Management & Marketing
California State University-Long Beach 2002 — 2004
Business Economics
Citi 2014 - Present
Banc of California 2013 - 2014
BluFi Lending 2012 - 2013
PNC Mortgage 2011 - 2012
Bank of America October 2007 - February 2011
Custom Home Loans February 2001 - March 2007
JPMorgan Chase 1999 - 2000
Countrywide Home Loans 1993 - 1999
United States Marine Corps April 1988 - April 1994
The Mitchell Company, Inc. 1989 - 1992
Skills
Recruiting, Vendor Management, Mortgage Lending, Loans, Mortgage Banking, Residential Homes, REO, FHA, Real Estate, Investments, Credit, Real Estate Economics, Funding, Sales Management, Loan Origination, Investment Properties, Selling, Finance, USDA, Sales, Refinance, Leadership, Start-ups, Commercial Real Estate, Foreclosures, Short Sales, Training, Sellers, Banking, Condos, Investors, First Time Home Buyers, Business Development, Reverse Mortgages, Mergers & Acquisitions, VA loans, Negotiation, FHA financing, Residential Mortgages, Portfolio Management, Property, Certified Mortgage..., Real Estate Financing, Government Loans, Loss Mitigation, Underwriting, VA Loans
Education
Art Institute of California San Diego 2009 — 2013
Audio Production
California State University-Long Beach - College of Business Administration 1988 — 1990
Business Administration and Management, General
LBI Grade School
Shanghai Disney Resort January 2014 - June 2015
Green Dot Corporation May 2010 - August 2012
LRN October 2008 - May 2010
Public Storage January 2006 - September 2008
During the dot-com years February 2000 - September 2006
JPMorgan Chase 1996 - 2000
Skills
SDLC, Program Management, Project Management, Vendor Management, Agile Methodologies, Scrum, Software Project..., Requirements Analysis, PMP, Management, Quality Assurance, Software Development, Visio, PMO, Leadership, Team Leadership, Process Improvement, Risk Management, Databases, Disaster Recovery, Strategy, Training, Governance, SOA, Integration, Business Intelligence, Business Analysis, Pre-sales, Project Portfolio..., Requirements Gathering, SaaS, Start-ups, Cross-functional Team...
Education
California State University-Los Angeles
MA
University of Rochester
BA
BakerCorp June 2012 - Present
Aurora Bank FSB February 2009 - June 2012
JPMorgan Chase April 2007 - January 2009
New Century October 2006 - April 2007
WaMu June 2001 - October 2006
Verizon Wireless April 1999 - June 2001
Unisys November 1996 - March 1999
Skills
Organizational Design, Compensation & Benefit, Incentives, Human Resources, Mergers, Business Strategy, Succession Planning, Onboarding, Talent Management, Talent Acquisition, Employee Relations, Performance Management, Employee Engagement, Recruiting, Personnel Management, Deferred Compensation, Organizational..., HRIS, Applicant Tracking..., Strategy, Mergers & Acquisitions, Leadership, Employee Benefits, Benefits Administration, HR Policies
Education
California State University-Long Beach 1991 — 1997
Bachelor of Science, Human Resources Management
Artesia High School 1987 — 1990
Los Angeles County Department of Social Services July 2013 - Present
JPMorgan Chase January 2009 - July 2013
Skills
Financial Analysis, Banking, Commercial Banking, Consumer Lending, Credit, Investments, Loan Origination, Loans, Mortgage Lending, Portfolio Management, Risk Management, Small Business Lending, Mortgage Banking, Credit Analysis, Commercial Lending
Education
California State University-Los Angeles 2004 — 2006
Glendale Community College
Panasonic Avionics Corporation November 2014 - Present
DIRECTV August 2011 - October 2014
DIRECTV August 2011 - December 2012
VMC Consulting August 2010 - June 2011
Watermark Estate Management Services, LLC December 2009 - August 2010
JPMorgan Chase September 2008 - October 2009
Washington Mutual (acquired by JPMorgan Chase) January 2008 - June 2009
Washington Mutual January 2006 - December 2007
Washington Mutual April 2003 - December 2005
Beckman Coulter June 2002 - March 2003
Skills
Business Intelligence, Corporate Performance..., Financial Planning and..., Information Management, Data Governance, M&A Integration, Analytics, Strategy, Forecasting, Integration, Financial Analysis, Analysis, Leadership, Management, Financial Reporting, Management Consulting, Strategic Planning, Project Management, Budgets, Financial Modeling, Quantitative Risk..., Risk-adjusted..., Data Architecture, Financial Systems..., Operational Excellence, Lean Six Sigma, Continuous Process..., Big Data Use Cases, Essbase, Hyperion Planning, Big Data Analytics, Visio, MS Project, PeopleSoft, Microsoft Excel, Access, SharePoint, Databases, Financial Planning
Education
University of California, Irvine - The Paul Merage School of Business 1999 — 2002
MBA, Finance and MIS
California State University-Fullerton, Mihaylo College of Business and Economics 1996 — 1999
BA, Business Management
Altura Credit Union 2011 - 2014
JPMorgan Chase 2008 - 2009
WaMu Investments, Inc. (Washington Mutual) 2007 - 2009
Washington Mutual Bank 2001 - 2008
Washington Mutual Bank 1999 - 2001
Skills
Business Intelligence, Change Management, Risk Management, Strategic Planning, Data Warehousing, Relationship Management, Program Management, Offshoring, Governance, Release Management, Finance, Outsourcing, Process Improvement, SDLC, Management, Integration, Leadership, Vendor Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1995 — 1997
MBA, Business Management
California State University-Fullerton - College of Business and Economics 1989 — 1992
BA, Finance
JPMorgan Chase October 2008 - Present
JP Morgan Chase 2008 - Present
WAMU January 2006 - September 2008
Washington Mutual Commercial July 2004 - September 2008
Washington Mutual 1998 - 2008
Skills
Loans, Commercial Real Estate, Underwriting, Commercial Lending, Management Consulting, Banking, Mortgage Lending, Asset Management, Commercial Mortgages, Capital Markets, Team Building, Process Improvement, Commercial Banking, Credit Analysis, Credit Risk, Strategic Planning, Cash Management, Analysis, Retail Banking, Risk Management, Financial Analysis, Valuation, Small Business Lending, Treasury Management, Business Strategy, Consumer Lending, Mergers & Acquisitions, Leadership, Credit, Refinance, Loan Origination, Management, Change Management, Portfolio Management, Investments, Finance, Customer Service, Financial Services, Business Development, Financial Modeling, Equities, Due Diligence, Real Estate Economics, Financial Structuring, Residential Mortgages, New Business Development, Business Planning, Financial Risk, Mortgage Banking, Relationship Management
Education
California State University-Long Beach - College of Business Administration 1975 — 1979
Accounting and Finance
California State University-Long Beach - College of Business Administration 1975 — 1979
B/S, Accounting
loanDepot April 2014 - Present
JPMorgan Chase March 2008 - March 2014
Bear Stearns October 2007 - March 2008
New Century Financial Corp March 2007 - September 2007
People's Choice Home Loan, Inc. September 2005 - February 2007
Option One Mortgage Corp. 1995 - 2005
Skills
Portfolio Management, Valuation, Financial Analysis, Asset Management, Capital Markets, Risk Management, Fixed Income, Business Analysis, Analysis, Financial Services, Securities, Trading, Process Improvement, Access, Strategy, Competitive Analysis, Business Strategy, Business Intelligence, Project Management, Financial Reporting, Business Development, Relationship Management, Due Diligence
Education
Keller Graduate School of Management of DeVry University 2007 — 2009
MBA, Economics/Finance
California State University-Long Beach - College of Business Administration
JPMorgan Chase September 2002 - Present
Washington Mutual Bank 2002 - Present
WaMu / JPMC 2002 - Present
University of Washington April 1998 - June 2003
Interlinq Software July 1997 - September 2002
Skills
Software Documentation, Business Process, Technical Writing, Business Requirements, Program Management, Quality Assurance, Software Development, Testing, User Acceptance Testing, SQL, Financial Services, HTML, Project Management
Education
University of Washington 2008 — 2009
Certificate, Systems Analysis
California State University-Fullerton 1991 — 1992
English Literature
Rice University 1984 — 1988
BA, English / Managerial Studies
Washington Mutual Sr Regional ManagerWashington Mutual Bank1999 - Present
JPMorgan Chase 1999 - Present
Skills
Loans, Mortgage Lending, Consumer Lending, Credit Analysis, Small Business Lending, Loan Origination, Credit, Retail Banking, Portfolio Management, Commercial Lending, Mortgage Banking, Commercial Banking, Credit Risk, Banking, Cross Selling, Relationship Management, Financial Services, Refinance, Management
Education
California State University-Long Beach
Bachelor of Arts (BA), Mathematics
Key Realty 2013 - Present
JPMorgan Chase May 2011 - 2013
JPMChase July 2005 - April 2011
JPMorgan Chase March 2002 - June 2005
Skills
Microsoft Exchange, Process Improvement, Visio, Disaster Recovery, Access, Vendor Management, Lotus Notes, Requirements Analysis, Enterprise Architecture, SDLC, Risk Management, Business Analysis, Unix, Software Documentation, SharePoint, Management, Sellers, Real Estate, Buyers, First Time Home Buyers, Foreclosures
Education
California State University-Los Angeles
JPMorgan Chase July 2012 - Present
Skills
Banking, Credit, Mortgage Lending, Loans, Retail Banking, Credit Analysis, Financial Risk, Mortgage Banking, Loan Origination, Microsoft Excel, Credit Risk, Financial Analysis, Residential Mortgages, Leadership, Outlook, Refinance, Risk Management
Education
California State University-Hayward - School of Business and Economics 2009 — 2010
Business Administration, Finance & Business Economics
CNCN
Robert Half Management Resources July 2013 - Present
Greg Jordan Financial January 2010 - Present
Newbold Advisors January 2011 - July 2013
Bank of America March 2011 - January 2013
Bank of America March 2011 - January 2013
National Urban Renewal June 2004 - November 2010
Elite Group International June 2004 - November 2010
JPMorgan Chase 2010 - 2010
Risk Management Group 2006 - 2010
ACC Capital Holdings 2004 - 2006
Skills
Credit, Credit Risk, Credit Analysis, Underwriting, Financial Analysis, Residential Mortgages, Operational Risk..., Consumer Lending, Financial Services, Real Estate, Enterprise Risk..., Refinance, Operational Risk, Mortgage Underwriting, Loan Servicing, Funding, Finance, Relationship Management, Financial Risk, Insurance, Investment Properties, Mortgage Lending, Asset Managment, Real Estate Transactions, Due Diligence, Loan Origination, Mortgage Banking, Mortgage Servicing, Risk Management, Loss Mitigation, Commercial Lending, FHA, Residential Homes, Asset Management, Investments, Internal Audit, Valuation, Portfolio Management, Process Improvement, Auditing, Executive Management, Management, Training, Capital Markets, Fraud, Internal Controls
Education
California State University-Northridge 1978 — 1980
California State University-Long Beach 1977 — 1978
St. Stephens
MBA, Business
Hoag Hospital September 2015 - Present
BakerCorp March 2014 - Present
Corinthian Colleges December 2009 - February 2014
JPMorgan Chase August 2008 - December 2009
Option One Mortgage October 2002 - May 2008
Herbalife International of America July 2000 - October 2002
Monarch Healthare July 1998 - July 2000
Wilson & Company Engineers & Architects June 1996 - July 1998
Porteous Chiropractic & Wellness Center February 1993 - May 1996
Skills
Leadership, PeopleSoft, Customer Service, Event Planning, Visio, SharePoint, Employee Benefits, Microsoft Office, Human Resources, Microsoft Excel, Marketing, Employee Relations, Talent Acquisition, Onboarding, Sales, Access, Temporary Placement, Vendor Management, Management, Recruiting, Training, Leadership Development, Outlook
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2008
Bachelor of Science, Business Management
California State University-Long Beach 1995 — 1996
Liberal Arts
Orange Coast College 1991 — 1995
AA, Business
Brookfield Residential Properties June 2014 - September 2015
Union Bank November 2013 - January 2014
Word and Brown October 2012 - February 2013
Carrington Mortgage Services February 2012 - September 2012
JPMorgan Chase May 2010 - December 2011
DIRECTV August 2008 - December 2008
St. Joseph Health Sytems March 2006 - January 2008
UnitedHealth Group 2006 - 2008
Education
California State University-Long Beach - College of Business Administration 1977 — 1980
MBA, Business
Stanford University 1972 — 1976
BA, Economics
BMS Bankruptcy Management Solutions, Inc. 2010 - Present
State Street IMS March 2002 - May 2010
JPMorgan Chase 2000 - 2002
Fidelity Investments 1997 - 2000
Capital Group 1993 - 1997
Skills
Financial Services, Securities, Corporate Actions, Bloomberg, Fixed Income, Asset Management, Software Development, Process Improvement, Derivatives, SWIFT messaging, Management, Customer Service, Financial Analysis, Business Analysis, Mutual Funds, Banking, Equities, Back Office
Education
California State University-Long Beach 1984 — 1989
Bachelor of Science, Business Administration
North Star Wealth Investors March 2015 - Present
Griffin Asset Management October 2003 - March 2015
JPMorgan Chase 1996 - 2003
BNY Mellon Wealth Management 1987 - 1996
Skills
Equities, Portfolio Management, Wealth Management, Mutual Funds, Asset Allocation, Securities, ETFs, Alternative Investments, Mergers, Asset Managment, Hedge Funds, Fixed Income, Start-ups, Investment Strategies, Asset Management, Investments, Banking
Education
California State University-Long Beach
JPMorgan Chase December 2011 - May 2015
Tekmark Global Solutions July 2010 - December 2011
Siemens Information Services April 2005 - July 2010
Skills
Vendor Management, Disaster Recovery, IT Management, Project Management
Education
California State University-Long Beach - College of Business Administration 1988 — 1993
BS, Finance Administration
JPMorgan Chase October 2008 - Present
Washington Mutual Bank May 1997 - September 2008
American Savings Bank, Irvine, CA December 1990 - April 1997
Skills
Capital Markets, Portfolio Management, Loans
Education
California State University-Long Beach
MBA
University of Washington
Bachelor of Arts: Business Administration, Finance, Economics, Info Mgmt
JPMorgan Chase March 2009 - Present
Washington Mutual (acquired by Chase 9/2008) January 2008 - December 2008
Washington Mutual (acquired by Chase 9/2008) June 2001 - December 2007
Skills
Mortgage Lending, Sales, Customer Experience, Human Resources, Recruiting, Loans, Coaching, Customer Service, Management, Sales Management, Credit, CRM, Process Improvement, Finance, Banking, Consumer Lending, Relationship Management, Small Business Lending, Branch Management, Loan Origination, Cross Selling, Retail Banking, Financial Services, Leadership, Ethical Decision Making, People Skills, Employee Relations, Employee Training, Security Awareness
Education
California State University-Long Beach 1996 — 2000
BS, Criminal Justice
Rolling Hills High School 1985 — 1988
General, General
Bank of the West September 2013 - Present
Bank of the West 2011 - August 2013
EMCOR Group, Inc. 2009 - 2011
JPMorgan Chase 2007 - 2009
Providian Financial 1999 - 2004
Skills
Finance, Budgets, Banking, Strategic Financial..., Contract Negotiation, Analysis, Process Improvement, Investments, Financial Analysis, Data Analysis, Credit, Financial Modeling, Essbase, Financial Reporting, Account Reconciliation, Managerial Finance, Financial Services, Hyperion Enterprise
Education
California State University-Hayward - School of Business and Economics 2000 — 2004
MBA, Finance and Management Sciences
California State University-Hayward - School of Business and Economics 1996 — 2000
BS, Finance
VALIC Financial Services December 2014 - Present
Red River Securities, LLC July 2013 - March 2014
Sethi Financial Investments, Inc. April 2004 - July 2013
JPMorgan Chase November 2002 - February 2009
Zone Trading Partners (fka: Protrader and Cornerstone) April 1999 - February 2002
Skills
Securities, Financial Reporting, Risk Management, Financial Services, Trading, Investments, 401k, Mutual Funds, Series 7, Fixed Annuities, Accounting, Alternative Investments, Insurance, Life Insurance, Leadership, Series 63, Strategic Financial...
Education
California State University-Long Beach 1988 — 1991
BA, Journalism
JPMorgan Chase March 2014 - 2015
Department of Defense September 2003 - March 2014
Skills
Intelligence Analysis, Intelligence, Counterterrorism, DoD, Military, Defense, Analysis, National Security, Government, International Relations, Foreign Policy, Counterintelligence, Research, Strategic Planning, Leadership, Management, Program Management, Operational Planning, Policy, Military Operations, Risk Management, Finance
Education
National Defense Intelligence College 2006 — 2007
MS, Strategic Intelligence
California State University-Long Beach 2002 — 2004
MA, Asian Studies
Chapman University 1996 — 1999
BA, History
Toshiba September 2014 - Present
Bank of America January 2014 - September 2014
Union Bank September 2013 - December 2013
JPMorgan Chase June 2011 - September 2013
Intercap Lending January 2010 - June 2011
Skills
Mortgage Lending, Loan Origination, Refinance, Residential Mortgages, Mortgage Banking, Sales Management, Loans
Education
California State University-Long Beach 1998 — 2000
Golden West College 1994 — 1996
AA, General Education
ACHIEVE (Broome-Tioga Counties Chapter, NYSARC, Inc.) June 2015 - Present
ACHIEVE (Broome-Tioga Counties Chapter, NYSARC, Inc.) November 2013 - June 2015
JPMORGAN CHASE October 2012 - March 2013
JPMorgan Chase August 2010 - October 2012
JP Morgan December 2005 - July 2010
J.P. Morgan April 2004 - November 2005
Schapiro's Uniform Rental October 2003 - April 2004
Lourdes Youth Services June 2002 - October 2003
Skills
Consulting, Process Consulting, Strategic Consulting, Writing, Technical Writing, Proofreading, Editing, Training, Training Delivery, Hands-on Training, Instructor-led Training, Communication Training, Public Speaking, Customer Service, Customer Satisfaction, Onboarding, New Hire Orientations, New Hire Training, Mentoring New Hires, Mentoring, Mentoring Of Staff, Professional Mentoring, Peer Mentoring, Management, Leadership, Software Documentation, PeopleSoft, Technical Documentation, PowerPoint, Project Management, Microsoft Excel, Project Planning, Banking, Coaching, Visio
Education
Jones International University 2007 — 2010
Master's degree, Business/Corporate Communications, 4.0
California State University-Long Beach 1994 — 1997
Bachelor of Arts (BA), Art History, Criticism and Conservation, 3.95
Huntington Investment Company October 2012 - Present
JPMorgan Chase October 2010 - October 2012
UnionBanc Investment Services January 2008 - November 2011
WaMu Investments January 2001 - January 2008
Washington Mutual 1999 - 2008
Wamu investments 2001 - 2007
Skills
Risk Management, Financial Risk, Securities, Financial Services, Mutual Funds, Banking, Series 7, Series 63, Portfolio Management, Equities
Education
California State University-Long Beach
Union Bank July 2010 - Present
IBM 2010 - 2011
JPMorgan Chase September 2008 - December 2009
Washington Mutual, Inc. 2001 - September 2008
GE Capital - Financial Assurance Division September 1999 - April 2001
Skills
SDLC, FileNet, Vendor Management
Education
California State University-Los Angeles 1981 — 1986
BS, Finanace
St. Xavier's College
JPMorgan Chase February 2012 - Present
JPMorgan Chase June 2009 - February 2012
Wachovia Bank 2007 - 2009
Wells Fargo 1991 - 2007
Education
California State University-Long Beach - College of Business Administration 1996 — 1998
MBA, Finance
San Diego State University-California State University 1989 — 1995
BA, Finance
Bank of America Merrill Lynch February 2012 - July 2015
Bank of America Merrill Lynch 2010 - March 2012
Bank of America July 2006 - July 2008
JPMorgan Chase 2005 - 2006
Wedbush Securities 2001 - 2004
Skills
Investments, Banking, Finance, Financial Services, Wealth Management
Education
California State University-Fullerton 2008 — 2010
Master of Arts, Political Science
JPMorgan Chase Senior Credit ManagerWells FargoMay 2004 - May 2006
Education
California State University-Long Beach - College of Business Administration 2002 — 2004
Bachelor of Science, Business Managment/Accounting
Dignified Transition Solutions, LLC March 2013 - May 2013
Bank of America November 2012 - January 2013
JPMorgan Chase July 2011 - July 2012
Bank of America November 2009 - July 2011
Skills
Mortgage Banking, Loss Mitigation, Loan Closings, Loan Compliance, Mortgage Modification, Deed in Lieu, Title Searches, Financial Analysis
Education
California State University-Long Beach 2013 — 2015
Master of Business Administration (MBA)
California State University-Northridge 2006 — 2008
Bachelor of Business Administration (BBA), Business
Summit Bank Oakland August 2012 - Present
Chase Investment Services Corp. June 2010 - June 2012
JPMorgan Chase January 2006 - June 2010
Washington Mutual Bank June 2004 - December 2005
Bally Technologies January 2002 - May 2004
Asahi Seiko USA, Inc, December 1997 - August 2001
Skills
Human Resources, Management
Education
University of California, Irvine
B.A, History - US, Art History minor
California State University-Long Beach
Masters, Educational Technology
Hebrew University of Jerusalem
Graduate course work; work, Ancient History & Archeology
JPMorgan Chase July 2013 - Present
JPMorgan Chase June 2009 - June 2013
Union Bank November 2001 - June 2009
Skills
Commercial Banking, Finance, Financial Modeling, Portfolio Management, Financial Analysis, Cash-flow Management, Commercial Real Estate, Financial Services, Small Business Lending, Cash Flow, Mortgage Lending, Wealth Management, Commercial Lending, Investments
Education
Chapman University, The George L. Argyros School of Business and Economics 2009 — 2011
MBA, Finance, General
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2008
Bachelor, Finance
Disneyland Resort August 2014 - Present
JPMorgan Chase August 2007 - June 2014
Quick Loan Funding August 2006 - July 2007
Walmart July 2003 - August 2006
Target May 2003 - August 2003
Stater Bros. Markets 2002 - February 2003
Skills
Sales, Customer Service, Banking, Credit, Financial Services, Relationship Management, Credit Cards, Microsoft Excel, Call Centers, Microsoft Office, Customer Acquisition, Recruiting, Training, Outlook, Time Management, Team Building, Financial Analysis, Portfolio Management
Education
Golden West College 2002 — 2006
Associate of Arts (AA), General Studies
California State University-Long Beach
History
Bank of America August 2008 - Present
JPMorgan Chase July 2006 - May 2008
Skills
Banking, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Commercial Banking, Event Planning, Lotus Notes, Office Management, Strategic Planning, Time Management, Microsoft Word, Training, Human Resources, Outlook, Management, Risk Management
Education
California State University-Fullerton 2004 — 2006
BA, Liberal Studies
JPMorgan Chase N.A. May 2014 - Present
JP Morgan Chase May 2012 - Present
JPMorgan Chase June 2007 - May 2012
Skills
Leadership, Management, Consumer Lending, Mortgage Lending, Notary Public, Loans, Loan Origination
Education
UCI
Business Analyst Certificate
California State University-Long Beach - College of Business Administration
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
JPMorgan Chase October 2004 - December 2010
Alltel Information Services April 2002 - October 2004
Nova Training Solutions, LLC April 2002 - October 2004
Union Bank of California 1992 - 2001
Education
California State University-Long Beach 1987 — 1992
B.A., Speech Communications
JPMorgan Chase February 2012 - Present
Education
California State University-Fullerton - College of Business and Economics 2004 — 2009
B.A.
Citi December 2013 - Present
Wells Fargo April 2012 - November 2013
Fusion Systems North America July 2011 - April 2012
JPMorgan Chase November 2010 - April 2012
24 Hour Fitness October 2009 - November 2010
CSU Long Beach Annual Fund December 2006 - August 2009
Skills
Sales Management, Fluent in Cantonese, Mandarin, MS Office Suite, Retail Banking, Mortgage Planning, Telemarketing, Investments, Annuities, information technology, Credit, Loans, Portfolio Management, Consumer Lending, Sales, Mortgage Lending, Cross Selling, Finance, Small Business Lending, Mortgage Banking, Loan Origination, Banking, Residential Mortgages, Commercial Lending, Retirement Planning, Wealth Management, Treasury Management, Customer Service, Fundraising, Securities, Relationship Management, Commercial Banking, Lines Of Credit, Refinance, Team Building, Cash Management, Private Banking, Fixed Annuities, Management, Microsoft Office
Education
California State University-Long Beach 2004 — 2009
BS, Finance
Palos Verdes Peninsula High School 2001 — 2004
HS Diploma
ADP December 2014 - Present
Insight Global January 2012 - December 2014
Insight Global June 2011 - December 2014
JPMorgan Chase October 2010 - June 2011
Skills
Talent Management, Marketing Strategy, Business Relationship..., Insurance, CRM, Start-ups, IT Solutions, Temporary Staffing, Cold Calling, Staffing Services, Temporary Placement, Consulting, Internet Recruiting, Staff Augmentation, Contract Recruitment, Human Resources, Customer Service, Leadership
Education
California State University-Long Beach 2007 — 2011
Bachelor of Arts, Communication Studies
Bank of America August 2013 - Present
JPMorgan Chase June 2009 - June 2013
Abercrombie & Fitch June 2007 - June 2009
Skills
Customer Service, Microsoft Excel, Financial Analysis, Sales, Marketing, Banking
Education
California State University-Long Beach 2008 — 2014
Bachelor of Arts (B.A.), Business/Managerial Economics
California Bank & Trust October 2013 - April 2015
JPMorgan Chase December 2006 - October 2013
Wells Fargo February 1992 - November 2006
Skills
Credit
Education
California State University-Fullerton 1989 — 1992
Bachelor's degree, Finance
Glen A. Wilson High School
Diploma
JPMorgan Chase August 2012 - Present
JPMorgan Chase May 2009 - January 2012
JPMorgan Chase November 1999 - May 2009
Washington Mutual November 1983 - November 1999
Skills
Banking, Business Analysis, Risk Management, Portfolio Management, Financial Analysis, Project Management, Leadership, Cross-functional Team..., Team Building, Direct Sales, Financial Services, Sales Management, Customer Service, Non-profit Volunteering, Volunteer Management, Community Development, Small Business Lending, Mortgage Lending, New Business Development, Creativity Skills, Team Motivation
Education
California State University-Los Angeles
Bachelor's Degree, Business Administration and Management, General
Carr Properties November 2013 - Present
JPMorgan Chase October 2010 - June 2013
Kohl's Department Stores June 2008 - October 2010
Education
California State University-Los Angeles 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General