Chase Company
Industry: Consumer banking company
DescriptionJ.P. Morgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase & Co. Credit card support: 00 1 302-594-8200 CEO: Jamie Dimon (31 Dec 2005–) Parent organization: JPMorgan Chase Headquarters: 270 Park Avenue, New York City, New York, United States Founded: 13 November 2004, New York City, New York, United States Subsidiaries: Chase Paymentech, Merchant Customer Exchange,
Chase List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Chase. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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8,384 Chase employees in database. Find out everything there's to know about 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.
Chase Employees
Capital One January 2013 - Present
Santander Bank, N.A. September 2011 - January 2013
Chase August 2008 - June 2010
Skills
Banking, Loans, Retail Banking, Credit, Consumer Lending, Mortgage Lending, Small Business Lending, Cross Selling, Lines Of Credit, Mortgage Banking, Credit Cards
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
TRU-Vu Monitors, Inc. January 2015 - Present
CDW July 2009 - August 2014
Chase March 2009 - July 2009
Electrograph July 2008 - October 2008
Audio Cosultants January 2005 - February 2008
Allnet Distributing February 2003 - January 2005
Ovation Audio/Video December 2000 - February 2003
Great Sounds May 1999 - July 2000
The Learning Center October 1996 - May 1999
Skills
Selling, Sales, Solution Selling, Direct Sales, Sound, Account Management, Sales Process, Channel Partners, Sales Operations, Sales Presentations, Strategic Partnerships, B2B, Enterprise Software, Customer Service, Sales Management, Product Marketing, Cloud Computing, Professional Services, Product Management, Competitive Analysis, Video, Video Conferencing, Consumer Electronics, Trade Shows, Key Account Management, Cold Calling, Managed Services, SaaS, Unified Communications, Video Editing
Education
Ball State University 1995 — 2000
Bachelor's Degree, Political Science and Government, 3.5
STR, Inc. August 2014 - Present
LifeWay Christian Resources February 2014 - August 2014
Cigna-HealthSpring August 2013 - February 2014
Dollar General November 2012 - August 2013
HealthSpring May 2012 - November 2012
First Data Corporation 2008 - May 2012
Dell August 2006 - January 2008
LifeWay September 2002 - August 2006
Chase August 2000 - August 2002
Skills
Strategic Planning, Process Improvement, Project Management, Data Analysis, Workforce Management, Forecasting, Capacity Planning, Business Intelligence, Microsoft SQL Server, SQL, SSRS, SSIS, ETL, Change Management, Troubleshooting, Business Acumen, IEX Total View, eWFM, Six Sigma, Software Documentation, Leadership, Coaching, SDLC, Customer Satisfaction, Team Building, Call Centers
Education
Ball State University - College of Business 2008 — 2010
Graduate Certificate, Business Essentials for Prefessionals
Moody Bible Institute 1998 — 2005
BS, Biblical Studies
PPO USA Inc. April 2015 - Present
PPO USA Inc. June 2014 - Present
24 Hour Fitness February 2013 - April 2014
Town Sports International July 2011 - February 2013
Chase June 2009 - July 2011
Skills
Management, Training, Operations Management, Sales, Finance, Customer Satisfaction, Accounting, Investments, Customer Service, Budgets, Leadership, Financial Analysis, Team Building, Microsoft Office, Coaching, Leadership Development, Deadline Driven, Cash Management, Strategic Financial..., Credit, Risk Management, Strategic Planning, Sales Management, Marketing
Education
Baker University 2009 — 2011
Master of Business Administration (MBA), Business Administration, Management and Operations
University of Kansas 2001 — 2006
Bachelor of Science (BS), International Business
Cincinnatus Savings and Loan November 2013 - Present
Huntington National Bank November 2006 - May 2007
FIS - Fidelity Information Services April 1999 - February 2000
Chase June 1990 - March 1999
Skills
Retail Banking, Collections, Operations Management, Business Analysis, Business Requirements, Software Conversions, Customer Service, Credit, Loan Origination, Credit Analysis, Banking, Mortgage Lending, Consumer Lending, Mortgage Banking, Commercial Lending, Loans, Management
Education
Baldwin Wallace University 1997 — 1998
Project Management
Notre Dame College 1996 — 1997
Chase August 2007 - Present
Longhorn Steakhouse January 2005 - July 2007
Everything But Water December 2003 - January 2005
Skills
FHA financing, VA loans, Seminole County Down..., LMI Subsidy, Conventional loans, Loans, FHA, Mortgage Lending
Education
City University of New York-Baruch College
Paralegal Degree, Law
Deutsch September 2015 - Present
BPN Worldwide January 2015 - September 2015
Horizon Media September 2014 - December 2014
Goldstein & Wallman August 2012 - September 2014
Preston Bailey December 2013 - June 2014
Chase January 2010 - February 2011
Skills
Social Media, Facebook, Spanish, Microsoft Word, PowerPoint, Photography, Social Networking, Outlook, Photoshop, InDesign, Marketing, Microsoft Office, Microsoft Excel, Customer Service, Social Media Marketing, Digital Marketing, Blogging, Audacity, Editing, Editorial, SEO, Pinterest, Instagram, Hootsuite, WordPress, Tracking, Marketing Strategy, Strategy, Copywriting, Copy Editing, Graphic Design
Education
Baruch College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Pace University 2007 — 2009
Amtrak May 1987 - Present
Chase February 1983 - May 1987
Skills
Transportation, Transportation..., Rail, Logistics, Public Transport, Operations Management, Railway, Process Improvement
Education
Baruch College 1980 — 1984
Chase May 2015 - Present
Gregory's coffee September 2014 - Present
Coffeenesse January 2015 - April 2015
Sunglass Hut April 2014 - September 2014
Kumon North America, Inc. November 2010 - 2014
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Research, Management, Social Media, Barista, Latte Art
Education
Baruch College, City University of New York (CUNY)
Bachelor’s Degree, Finance, General
Crystal PC Services January 2014 - Present
Chase July 2011 - Present
Baker College May 2011 - June 2011
Fast Eddie's Car Wash & Oil Change February 2010 - February 2011
Skills
Linux System..., HTML, CSS, Windows System..., Unix Shell Scripting, MySQL, Microsoft SQL Server, Router Configuration, Microsoft Office, LAN Switching, XML, Subnetting, Google Docs, VMware, VirtualBox
Education
Baker College of Flint 2009 — 2014
Bachelor of Information Technology and Security, Cyber Defense
CENTURY 21 Scheetz October 2013 - Present
Meritain Health May 2011 - September 2013
Chase February 2010 - March 2011
Walgreens June 2003 - February 2010
Skills
Real Estate, Marketing, Buyer Representation, Seller Representation, Customer Service, Sales, Microsoft Office, Salesforce.com, Office Administration, Data Analysis, Health Insurance, Banking, Financial Analysis, Personal Banking, Retail, Management, Pharmacy, Merchandising, Sellers, Investors, Residential Homes, Referrals, Investment Properties, First Time Home Buyers, Relocation, Real Estate Transactions
Education
Ball State University - College of Business 2005 — 2009
Bachelor of Science (BS), Marketing
Greenwood Community High School
Deloitte September 2012 - Present
J.P. Morgan June 2011 - August 2011
Chase November 2008 - September 2009
ABI Bank Ltd. November 2005 - August 2008
Skills
Financial Analysis, Finance, Financial Reporting, Banking
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
BBA, Finance
Discover Card September 2013 - Present
CCMS Hypnotherapy August 2013 - Present
Chase June 2008 - August 2012
Education
Baker College of Owosso 2012 — 2016
Psychology
Transformational School Of Hypnotherapy (IMDHA Certified) 2013 — 2013
Clinical Hypnotherapist Certification, Medical, Dental, and Psychological Hypnotherapy
People's United Bank April 2014 - Present
People's United Bank August 2013 - April 2014
TD May 2012 - August 2013
Chase May 2009 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Time Management, Teamwork, Access, Banking
Education
Baruch College 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Nassau Community College 2009 — 2011
Business Administration and Management, General
RSSM CPA LLP February 2015 - April 2015
Marks Paneth LLP October 2013 - November 2014
Chase January 2012 - October 2013
Skills
Microsoft Excel, Microsoft Word, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Financial Reporting, QuickBooks, Microsoft Office, Customer Service, Bookkeeping, Auditing, Tax, Internal Controls, Tax Preparation, Outlook, Access, GAAP, US GAAP
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master's Degree, Accountancy, 3.9
Baruch College 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
JPMorgan Chase November 2012 - Present
J.P. Morgan September 1999 - November 2012
Chase March 1997 - September 1999
Education
Baruch College, City University of New York (CUNY) 1991 — 1996
BBA, International Marketing
Spreemo February 2015 - Present
Chase November 2014 - January 2015
US Navy April 2006 - April 2012
Skills
Preventive Maintenance, Nuclear, Generators, Reactor, Navy, Security Clearance, Military, Nuclear Engineering, Plant Operations, Plant Maintenance, Military Experience, Electrical Safety, DoD, Military Training, Electrical..., Corrective Maintenance, National Security, AC/DC, Microsoft Office, Electric Motors, Circuit Breakers, Accounting, Medical Billing, Accounts Payable &..., QuickBooks, Fee Schedules, Data Analysis, Medicare/Medicaid..., Microsoft Excel, Microsoft Word
Education
Excelsior College 2015 — 2016
Bachelor of Science (B.S.), Nuclear Engineering Technology, Senior
Baruch College
Bachelor of Business Administration (B.B.A.), Accounting
Naval Nuclear Power Training 2006 — 2008
Electrical/Electronics Maintenance and Repair Technology
Hunter College 2003 — 2004
Biology/Biological Sciences, General
Ascension Health Information Services (AHIS) February 2014 - Present
Michigan Medical Billers Association 2006 - Present
Genesys PHO August 2010 - January 2014
Medical Management Professionals December 2009 - August 2010
Medical Management Professionals December 2006 - December 2009
Chase 2001 - 2003
Skills
EHR, Training, Revenue Cycle, ICD-9, CPT, Software Documentation, Healthcare Management, HIPAA, Medical Coding, EMR, Healthcare Information..., Medicare, Practice Management, Healthcare, Credentialing, Medical Records, Medical Terminology, Physicians, Managed Care, Health Information..., Healthcare Consulting, Allscripts Enterprise, Social Media Marketing, Website Updating, Health Insurance, Microsoft Office
Education
Baker College of Flint 2003 — 2005
Medical Insurance Coding Specialist/Coder
WTHR June 2015 - Present
The Westin Indianapolis March 2015 - Present
Indianapolis Indians May 2012 - Present
Menards December 2013 - February 2015
Ball State University August 2012 - December 2013
Chase May 2013 - July 2013
Skills
Event Planning, Higher Education, Student Affairs, Research, Microsoft Office, Customer Service, Adobe Creative Suite, Video Production, Video Editing, Audio Engineering, Audio Editing, Audio Post Production, Audio Mixing, Videography, Assistant Directing, Television Studio..., Television Directing, Television Programming, Final Cut Pro, Premiere, Photoshop, Pro Tools, After Effects, Celtx
Education
Ball State University 2011 — 2015
Bachelor of Arts (B.A.), Telecommunications, 3.325/4.0
Centier Bank 2011 - Present
Chase 2010 - 2011
Chase 2008 - 2010
Skills
Commercial Real Estate, Loans, Construction Loans, Budget Monitoring, Microsoft Excel, Technical Writing, Environmental Compliance, ASTM standards, Microsoft Word, RFP Generation, Vendor Management
Education
Ball State University 2013 — 2015
Master's degree, Business Administration and Management
Indiana University Bloomington
Bachelor of Arts (B.A.), English Language and Literature/Writing; Sociology
Chase July 2007 - Present
Bank of America November 2005 - July 2007
West America Corporation September 2002 - November 2005
Skills
Leadership, Finance, Team Leadership, Team Management, Sales Management, Operations Management, Customer Retention, Human Resources, Branch Banking, Marketing Communications, Community Outreach, Budgets, Job Coaching, Team Building, Executive Management, Business Development, Strategic Partnerships, Public Speaking, Quality Assurance, Contract Negotiation, Corporate Social..., Social Services, Sales Presentations, Project Coordination, Master Scheduling, Board Development, Compliance, Nonprofits, Credit, Union, Small Business, Time Management, Fraud Detection, Safety, Federal Employment Law, Financial Audits, Internal Controls, Teller Operations, Communication, Performance Management, Expense Budget..., Business Strategy, Organizational..., Interviews, Loan Officers, Account Reconciliation, Bookkeeping, Employee Training, Terminations, Office Management
Education
Bakersfield College 1989 — 1991
Foothill High school
Raich Ende Malter & Co., LLP January 2012 - June 2013
Anchin, Block & Anchin LLP February 2011 - October 2011
Torella Associates LLC June 2010 - September 2010
AugustinPartners LLC April 2009 - December 2009
Chase March 2008 - November 2008
Skills
Tax, Corporate Tax, Tax Accounting, Tax Preparation, Income Tax, GAAP, US GAAP, Accounting, Tax Returns, QuickBooks, Financial Reporting, International Tax, Bank Reconciliation, Auditing
Education
Baruch College 2007 — 2012
Bachelor of Business Administration, Accountancy
Arizona Culinary Institute July 2012 - Present
Le Cordon Bleu College 2011 - 2012
Chase 2005 - 2010
AT&T Mobility January 2003 - June 2005
Terremark June 1999 - March 2003
Skills
Telecommunications, Sales Management, Culinary Skills, Leadership, Training, Wireless, Budgets, Salesforce.com, Coaching, Sales Process, Customer Retention, Data Services, Data Storage..., Local Service, Account Management
Education
Ball State University 1989 — 1993
Bachelor's degree, Management Science
Ball State University 1989 — 1993
Bachelor's degree, Marketing
Le Cordon Bleu College of Culinary Arts-Scottsdale 2009 — 2010
Certificate in the Culinary Arts, Culinary Arts/Chef Training, 3.75
Chase August 2015 - Present
Chase October 2013 - July 2015
J.P. Morgan January 2011 - October 2013
J.P. Morgan June 2008 - December 2010
J.P. Morgan January 2007 - June 2008
Reuters July 2005 - December 2006
Skills
Investments, Analytics, Financial Modeling, Bloomberg, Hedge Funds, Analysis, Equities, Capital Markets, Relationship Management, Microsoft Office, Financial Risk, Alternative Investments, Teamwork, Portfolio Management, Management, Fixed Income, Financial Analysis, Building Relationships, Communication Skills, Team Management, Asset Allocation, Client Presentation, Writing, Commercial Banking
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Finance & Marketing
JPMorgan Chase Formal Credit Training Program 2015 — 2015
Baruch College, City University of New York (CUNY) 2002 — 2006
BBA, Finance & Investments
Time Warner Cable March 2015 - Present
Sprint April 2003 - October 2013
VISION Video Ministries, Triumphant Full Gospel Assembly May 2000 - November 2006
NEXTEL Communications November 2000 - April 2003
NEXTEL Communications August 1999 - November 2000
Chase June 1994 - August 1999
SUNY New Paltz August 1997 - May 1998
Children's Aid Society 1993 - 1994
Skills
Customer Retention, Customer Service, Customer Experience, Account Management, Customer Satisfaction, Wireless, Project Management, Telecommunications, Video Production, Leadership, Team Leadership, Event Planning, Human Resources, Invoicing, PeopleSoft, Outlook, Access, Video Editing, Videography, Final Cut Pro, Avid Media Composer, Management, Troubleshooting, Analysis, Call Centers, CRM, Data Analysis, Microsoft Office, Microsoft Excel, Strategic Partnerships, PowerPoint, Sales Process
Education
Baruch College, City University of New York (CUNY) 2014 — 2014
CAPS Certificate, SHRM Essentials of HR Management
State University of New York at New Paltz 1996 — 1999
Bachelor of Science (BS), Communication and Media Studies, Business Management
Baruch College, City University of New York (CUNY) 1994 — 1996
Business Administration and Management, General
James Monroe High School 1990 — 1994
Chase January 2014 - Present
JPMorgan Chase & Co. May 2006 - January 2014
The Sports Authority November 2003 - January 2005
Education
Baruch College, City University of New York (CUNY) 2001 — 2010
Bachelors Degree, Human Resources Management
Borough of Manhattan Community College
Associates Degree, Business Administration
Chase July 2015 - Present
Maxim Group March 2014 - May 2015
Citibank N.A October 2008 - February 2014
MetLife December 2007 - September 2008
Skills
Banking, Customer Service, Microsoft Office, Series 7, Data Entry, Series 63
Education
Baruch College 2009 — 2014
Bachelor of Science (BS), Economics
Laguardia Community College 2007 — 2009
Associate of Arts and Sciences (A.A.S.), Business Administration
College Ave United Methodist Church August 2015 - Present
Navient November 2013 - June 2015
Flight1 November 2013 - April 2015
Chase May 2013 - November 2013
Indiana University Health January 2013 - May 2013
Ball State University 2009 - May 2013
Cardinal Communications September 2012 - March 2013
Grandma Betty's Ice cream Shop March 2012 - November 2012
Payless ShoeSource May 2012 - August 2012
Lifetouch October 2011 - February 2012
Skills
Graphic Design, Event Planning, Illustrator, Leadership, Web Design, Community Service, Logo Design, InDesign, Social Media, Photoshop, Sales, Blogging, Social Media Marketing, Magazines, Marketing Communications, Microsoft Word, PowerPoint, Editing, Retail, Photography, Mac, Newsletters, Illustration, Customer Centricity, Goal-Orientated, Proactivity, Self-Sufficient, Team Player, Customer Service, Adobe Creative Suite
Education
Ball State University 2015 — 2016
Master of Science (MSc), Information and Communication Sciences
Ball State University 2009 — 2013
Bachelor of Applied Science (BASc), Public Relations/Fashion
Ben Davis H.S. 2006 — 2009
Diploma, Honors
Citi June 2013 - Present
Churchgate Security June 2008 - June 2013
Wells Fargo June 2006 - June 2008
Chase June 2005 - June 2006
Skills
Leadership, Banking, Sales, Customer Service, Microsoft Office, Marketing, Finance, Loans, Financial Services, Research, Portfolio Management, Credit, Strategic Planning, Financial Analysis, Property Management
Education
Baruch College 2001 — 2005
Bachelor of Business Adminstration, Marketing
Baruch College, City University of New York (CUNY) 2001 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
JWT 2011 - Present
JWT August 2010 - Present
JWT June 2009 - July 2010
JWT June 2008 - May 2009
Chase 2003 - 2007
Chase Home Finanace 2003 - 2007
JP Morgan Chase 2003 - 2007
Skills
Ms Word, Excel &..., PeopleSoft, Budgets, Outlook, Microsoft Excel, Lotus Notes, Strategic Thinking
Education
Baruch College 2007 — 2010
Bachelor of Business Administration, Human Resource Management
John Jay College of Criminal Justice
GraceJudson.com 2005 - Present
Mira Costa Community College 2009 - 2009
UC San Diego Extension 2008 - 2009
Hewlett-Packard 2004 - 2005
EMC / Document Sciences 2003 - 2004
EMC / Document Sciences 1998 - 2003
Munich Reinsurance America, Inc. 1988 - 1998
Irving Trust Company 1986 - 1988
Chase 1984 - 1986
Leon Chusid Associates, 1982 - 1984
Skills
Writing, Editing, Core message clarity, Marketing communications, Communications Strategy, Strategic Planning, Coaching, Public Speaking, Problem Solving, Teaching, Marketing Communications, Messaging, Program Management, Training, Staff Development, Analysis, Publishing, Entrepreneurship, Newsletters, Leadership Development, Project Management, Strategic Communications, Leadership, Customer Service, Organizational..., Time Management, Team Building, Social Media, Change Management, Social Networking, Strategy, Personal Development, Public Relations, Management Consulting, Small Business, Emotional Intelligence, Executive Development, Nonprofits
Education
CPSquare 2004 — 2005
Bard College 1975 — 1979
BA
CoachVille
Chase July 2014 - Present
Undergraduate Student Government - Baruch College June 2013 - December 2013
Merchantry October 2013 - November 2013
J.P. Morgan June 2013 - August 2013
Baruch College June 2012 - June 2013
New York City Department of Transportation June 2012 - August 2012
Urban Terrain - The North Face authorized seller October 2011 - March 2012
StreetWise Partners 2012 - 2012
Skills
Microsoft Excel, Bloomberg Terminal, Access, Account Reconciliation, Microsoft Word, Mandarin, Cantonese, VBA, PowerPoint, Microsoft Access, Reuters 3000, Vlookup, C++ Language, Outlook, Public Relations, Spreadsheets, Data Analysis, SQL, HTML 5
Education
City University of New York-Baruch College 2010 — 2014
Bachelor's Degree, Finance, minor Mathematics & Computer Information System, 3.5/4.0
Francis Lewis High School
Scotiabank April 2009 - July 2014
Lehman Brothers March 2000 - March 2008
Chase August 1997 - March 2000
Skills
Fixed Income, Emerging Markets, Portfolio Management, Trading, Capital Markets, Investments, Derivatives, Financial Markets, Options, Bloomberg, Financial Services, Mutual Funds, Wealth Management, Series 7, Equities, Investment Banking, Asset Management, Hedge Funds, FX Options, Bonds, Alternative Investments, Credit Derivatives, Securities, Credit
Education
Baruch College, City University of New York (CUNY)
Bachelor's degree, Finance, General
City University of New York-Baruch College
BA, Finance and Economics
JPMorgan Chase May 2013 - Present
Chase January 2012 - May 2013
Chase November 2009 - December 2011
AXA Advisors June 2008 - September 2008
Skills
Customer Service, Research, Outlook, Strategic Planning, Coaching, Analysis, Teamwork, Financial Analysis, Leadership, Management, Team Leadership, Team Building, Time Management, Data Analysis, Customer Satisfaction, Business Planning, Strategy, Finance, Banking, Sales, Retail Banking, Credit, Relationship Management
Education
Baruch College 2005 — 2010
Bachelor of Business Administration (BBA), Finance and Investments
Penn State University
MS in Human Resource And Employment Relations, Human Resources Management
Chase August 2015 - Present
Chase August 2014 - August 2015
Chase March 2012 - August 2014
The Gleaner January 2011 - January 2012
Scripps Howard Foundation Wire June 2010 - August 2010
Ohio Newspaper Association June 2009 - August 2009
The Centerville-Bellbrook Times November 2008 - January 2009
Skills
Writing, Editing, Adobe Software, Journalism, Storytelling, Customer Experience, Organization, Microsoft Office, SharePoint, Marketing Communications, Public Relations, Press Releases, Social Media Marketing
Education
Ohio University 2008 — 2010
Bachelor of Science, Journalism
OU Programa Mayab 2010 — 2010
Participant - Winter 2010, Spanish/Mayan Culture, A
Ball State University 2006 — 2008
Bachelor of Science (BS), Journalism
Ohio University 2015 — 2016
Master of Business Administration (M.B.A.)
Ohio University 2015 — 2016
Master of Business Administration (M.B.A.), Executive Management
MetLife 2006 - 2010
Metropolitan Life Insurance Company 2005 - 2009
Major Oak Consulting 2006 - 2007
JPMorgan Chase 1982 - November 2005
J P Morgan Chase 1982 - 2005
JPMorgan Chase 1982 - 2005
JPMorganChase 1982 - 2005
Chase 1982 - 2005
Manufacturers Hanover Trust Company/Chemical Bank 1982 - 2005
COMVESTRIX Corp. 1501 Broadway, NY, NY 1979 - 1981
Skills
Banking, Process Improvement, Program Management, PMO, Risk Management, Vendor Management, Business Analysis, Management, Strategic Planning, SDLC, Change Management, Financial Services, Portfolio Management, Business Process..., Software Project..., Project Portfolio..., IT Strategy, Governance, CRM, Outsourcing
Education
Baruch College, City University of New York (CUNY) 1978 — 1982
FT HAMILTON HIGH SCHOOL 1975 — 1977
HIGH SCHOOL
Wells Fargo Home Mortgage April 2010 - Present
Between Films Entertainment, LLC joe@betweenfilms.com August 2003 - Present
American Home Mortgage (Atlanta) August 2008 - March 2010
Chase March 2007 - August 2008
Wells Fargo Home Mortgage September 2001 - March 2007
Homebanc 1996 - 2000
HomeBanc Mortgage 1996 - 2000
Market Street Mortgage 1993 - 1994
Skills
Loans, Residential, Home, Banking, Private Banking, Comprehensive Planning, Financial Advisory, Residential Homes, Mortgage Lending, Underwriting, Marketing, Mortgage Banking, Investments, Investment Properties, Refinance, Loan Origination, Credit, Management, Real Estate, Finance, Leadership, Executive Management
Education
Ball State University - College of Business 1981 — 1985
BS, Corporate Finance
Cap Call, LLC February 2014 - Present
FB FUNDING INC. May 2013 - February 2014
Arjent Investment Bank January 2013 - March 2013
Midgard Properties August 2009 - March 2013
Atlantic Partners Financial Group September 2011 - December 2011
Chase August 2008 - October 2010
Skills
Investments, Annuities, Fixed Income, Real Estate, Analysis, Accounting, Credit, Customer Service, Banking, Finance, Financial Analysis, Fixed Annuities, Management, Marketing, Microsoft Excel, Microsoft Office
Education
City University of New York-Baruch College 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, 3.5 GPA
Time Warner Cable May 2014 - Present
Chase 2009 - 2011
Skills
Banking, Credit, Mortgage Lending, Loans, Portfolio Management
Education
Barton County Community College 2005 — 2007
Associate's degree, Business Administration and Management, General
Sargoy, Stein, Rosen and Shapiro November 2011 - Present
Chase February 2010 - November 2011
The Cody Center for Autism and Developmental Disabilities at Stony Brook University 2007 - 2009
BNP Paribas January 2006 - July 2006
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
Master of Business Administration (MBA), Decision Sciences
Stony Brook University 2004 — 2009
Bachelor of Science (BS), Applied Math and Statistics
PricewaterhouseCoopers - Service Delivery Center (PwC SDC) May 2014 - Present
Chase November 2013 - April 2014
Bill Thompson Mayoral Campaign Bronx Office August 2013 - September 2013
Student Organization For Caribbean Appreciation (Baruch College) September 2011 - May 2012
National Securities July 2011 - August 2011
St. Kitts Marriott Resort and Casino May 2007 - May 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Public Speaking, Budgets, Analysis
Education
Baruch College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Chase October 2012 - Present
FirstMerit Bank May 2010 - May 2012
Alliance Search Solutions October 2008 - August 2009
Robert Half Finance & Accounting August 2007 - August 2008
KeyBank December 2005 - August 2007
First Federal of Lakewood 2001 - 2003
Skills
Banking, Credit, Loans, Coaching, Compliance, Audit, BSA, AML, Management, Auditing, Process Improvement, Internal Audit, Finance, Risk Management, Bank Secrecy Act, Mortgage Lending, Temporary Placement, Financial Services
Education
Baldwin-Wallace College 2010 — 2012
Baldwin Wallace University 1998 — 2001
Bachelor of Arts and Science, History
Norwalk St. Pauls 1973 — 1988
Diploma, College Prep
Eli Fried Inc August 1980 - Present
Citi February 1979 - August 1980
Chase June 1974 - February 1979
Skills
Wholesale, New Business Development, Purchasing, Sales Management, Retail, P&L Management, Income Statement, Merchandising, Pricing, Negotiation, Food, International Sales, Marketing Strategy, Inventory Management, Product Development, FMCG, Trade Shows, Key Account Development, Sales Operations, Market Planning, B2B, Consumer Products, Forecasting, Grocery, Key Account Management, Profit
Education
Baruch College, City University of New York (CUNY) 1974 — 1979
Finance, 3.0
Hofstra University 1969 — 1974
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo Home Mortgage-NMLS 451891 April 2015 - Present
BMO Harris Bank January 2014 - April 2015
Chase January 2013 - January 2014
KeyBank September 2010 - January 2013
MetLife Home Loans June 2009 - September 2010
Wells Fargo Home Mortgage August 2004 - June 2009
PCFS Financial Services 1999 - 2004
Skills
Mortgage Lending, Loans, Investment Properties, Mortgage Banking, Real Estate, Customer Service, Leadership, Microsoft Excel, Sales, First Time Home Buyers, Microsoft Office, Team Building, Foreclosures, FHA, Government Loans, Loan Origination, Credit
Education
Ball State University 1981 — 1985
Bachelor's degree, Accounting
Anderson High School
University of Phoenix 2008 — 2010
Elementary Education
Wells Fargo February 2015 - Present
Union Bank November 2014 - February 2015
JPMorgan Chase Bank, N.A. October 2012 - August 2014
Chase Investment Services Corporation July 2011 - October 2012
Chase June 2010 - July 2011
Merrill Lynch March 2010 - April 2010
Charles Schwab October 2007 - May 2009
American Equity Mortgage February 2007 - October 2007
NovaStar Mortgage January 2007 - February 2007
Equity Consultants, LLC February 2006 - January 2007
Education
Ball State University 1997 — 2001
BA, Criminal Justice, Spanish
Ball State University 1997 — 2001
Bachelor of Arts, Criminal Justice
Complete Real Estate Solutions, LLC June 2007 - Present
Complete Real Estate Solutions, LLC June 2005 - Present
Chase January 2004 - January 2008
UC Lending 1999 - 2001
Skills
Investment Properties, Property Management, Short Sales, Real Estate, Residential, Construction, Real Estate Investment, Dispositions, Investors, Brokerage, Real Estate Development, Foreclosures, Investments, Real Estate Transactions, First Time Home Buyers, Purchase, Sellers, Home, Land, Site Selection, New Home Sales, Landlord, Tenant, Buyer Representation, REO, Wholesaling, Negotiation, Loans, Leases, Shopping Centers, Relocation, Condos, Rentals, Single Family Homes, Real Estate Negotiation, Apartment Buildings, Realty, Distressed Property, SFR, Resale, Listings, Referrals, First Time Buyers, Real Estate Financing, Apartments, Rental Properties, Relocations, Townhomes, Land Acquisition, Buying
Education
Ball State University 1986 — 2001
BS, Biology
Ball State University 1986 — 2001
BS, Biology
One Hope United February 2013 - Present
Switchboard of Miami, Inc. January 2010 - August 2011
Chase January 2008 - June 2009
American Airline Arena October 2005 - October 2007
Skills
Psychology, Human Resources, Management
Education
Capella University 2011 — 2014
Ph.D, Industrial/Organizational Psychology
Keller Graduate School of Management of DeVry University 2008 — 2010
Masters, Human Resources
Barry University 2005 — 2007
BA, Psychology
Valencia College 2002 — 2005
Trigo's Market Bakery LLC February 2011 - Present
Keybank National Association 2004 - 2008
Witschey, Witschey and Firestine Co. LPA 2002 - 2003
Cleveland Municipal Court 2001 - 2002
OfficeMax June 1998 - August 2000
Chase 1994 - 1996
Education
Cleveland State University - Cleveland-Marshall College of Law 2000 — 2003
Juris Doctorate, Focus in Labor Law and Civil Rights
Baldwin Wallace University 1993 — 1997
MBA, Systems Management
Bowling Green State University 1989 — 1992
Bachelors of Arts, Sociology and Psychology
Okemos 1983 — 1987
Oak Street Funding April 2011 - Present
JPMorgan Chase March 2006 - September 2008
Chase 2006 - 2008
HSBC BANK June 2003 - March 2006
Enterprise Rent-A-Car January 2001 - January 2002
PENN HARRISON MADISON SCHOOL CORPORATION January 1995 - January 2001
Skills
Credit, Underwriting, Sales, Loans, Mortgage Lending
Education
Ball State University 1990 — 1995
B.S. Secondary Education, Education
Ball State University
Bachelor of Science, Secondary Education
Oakland City University
Masters, Business Management
Connect Realty.com, Inc. December 2014 - Present
Chase December 2012 - Present
Chase May 2011 - December 2012
Chase June 2008 - May 2011
Washington Mutual Card Services May 2006 - June 2008
Skills
Retail Banking, Consumer Lending, Mortgage Banking, Commercial Banking, Credit Analysis, Small Business Lending, Loan Origination, Commercial Lending, Risk Management, Portfolio Management, Relationship Management, Credit Risk, Leadership, Cross Selling, Branch Banking, Management
Education
Barstow Community College 1999 — 2001
Associate's degree, Business Administration and Management, General
Barstow High School
Chase December 2014 - Present
White Lodging Services October 2014 - November 2014
White Lodging Services June 2014 - November 2014
Holiday Inn Express April 2013 - May 2014
Jimmy John's March 2011 - May 2014
Cafe Damask February 2013 - March 2013
Skills
Customer Service, Restaurant Management, Restaurants, Food Service, Food & Beverage, Microsoft Office, PowerPoint, Microsoft Word, Inventory Management, Microsoft Excel, Hiring, Employee Relations, Leadership, Teamwork, Time Management
Education
Ball State University 2010 — 2014
Bachelor of Science (BS), Hospitality and Food Management
JPMorgan Chase & Co. 2014 - Present
Chase 2012 - 2014
Euromoney Conferences 2011 - 2012
Skills
Customer Service, Coordination, Administrative..., Marketing Communications, Direct Marketing, Email Marketing, Market Research, Data Mining, Data Entry, Telemarketing, Languages, Microsoft Office, Microsoft Excel, Microsoft Word, Aviation, Customer Experience
Education
Baruch College 2007 — 2010
Bachelor of Business Administration (BBA), International Marketing
Chase July 2011 - April 2014
P.T Thomas Inc. August 2009 - April 2010
Union Federal Mortgage Company June 2007 - April 2008
Skills
Leadership, Customer Service, Banking, Time Management, Financial Analysis, Access, Microsoft Word, PowerPoint, Credit, People Skills, Outlook, Fundraising, Finance, Microsoft Excel, Microsoft Office, CRM, Data Entry
Education
City University of New York-Baruch College 2012 — 2016
Finance
STAR Financial Bank August 2015 - Present
Thirty-One Gifts August 2015 - Present
Chase April 2008 - Present
Allcare Dental September 2007 - November 2008
Starbucks July 2004 - May 2006
Skills
Customer Service, Management, Cash Management, Training, Sales, Accounts Payable, Payroll, Accounts Receivable, Banking, Outlook, Microsoft Office, Leadership
Education
Ball State University 2002 — 2006
Bachelor of Science (BS), Pre-Medicine/Pre-Medical Studies
Astoria Bank April 2014 - August 2015
Chase December 2011 - December 2013
Skills
Office Administration, Customer Experience, Public Administration, Healthcare Management, Banking, Microsoft Office, Confidentiality, Health Services..., SPSS, Customer Service
Education
City University of New York-Baruch College 2012 — 2013
Master of Public Administration (MPA), Non-Profit/Public/Organizational Management
St. John's University 2007 — 2011
Bachelor in Health Administration, Health/Health Care Administration/Management
Pure Texting Inc February 2015 - Present
Chase July 2007 - January 2015
First Data Corporation February 2007 - June 2007
Genisis Home Improvements August 2005 - November 2006
NEXTEL 1999 - 2005
Skills
Portfolio Management, Financial Services, Credit, Loans, Banking, Relationship Management, Mortgage Lending, Retail Banking, Commercial Banking, Finance, Small Business Lending, Credit Analysis, Commercial Lending, Risk Management, Loan Origination, Consumer Lending, Financial Analysis, Cross Selling, Credit Risk, Lines Of Credit, Management, Credit Cards, Sales, Leadership, Business Analysis, Mortgage Banking, Cash Management, Strategic Planning, Business Development, Microsoft Office, Coaching, Microsoft Excel, Negotiation, Relationship Building, Team Building, Investments, Performance Management, Sales Management, Sales Process, Direct Sales, Telecommunications, Strategic Partnerships, Customer Retention, B2B, Cold Calling, Solution Selling, CRM, Sales Operations, Small Business
Education
Baruch College, City University of New York (CUNY) 1988 — 1992
Bachelor's degree, Finance, General
Chase August 2014 - December 2014
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Finance
Nassau Community College 2013 — 2015
Associate of Science (A.S.), Business Administration and Management, General
Point72 Asset Management, L.P. January 2015 - Present
Point72 Asset Management July 2012 - December 2014
SAC Capital Advisors May 2010 - July 2012
Chase 2008 - 2010
Education
City University of New York-Baruch College
B.B.A., Marketing/Marketing Management
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA) Marketing Management, Marketing/Marketing Management, General
HSBC Retail Banking and Wealth Management February 2014 - Present
Chase May 2011 - February 2014
People's United Bank May 2010 - May 2011
T-Mobile July 2009 - February 2010
Skills
Marketing, Brand Development, Brand Management, Brand Awareness, Demographic Marketing, Account Management, Thought Leadership, Customer Service, Team Leadership, Bilingual-English/Spanis..., Analytical Skills, Series 63, CRM, Series 6, Life Insurance, Management, Sales, Team Building, PowerPoint, Microsoft Excel, Leadership, Outlook, Microsoft Office, Marketing Communications, Account Executives, Finance, Microsoft Word, Marketing Strategy
Education
University of South Florida 2007 — 2009
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Barry University 2004 — 2007
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
HSBC March 2015 - Present
Tata Consultancy Services November 2013 - Present
Harris Bank April 2011 - October 2013
Chase October 2010 - April 2011
GE Healthcare January 2008 - July 2010
GE Healthcare November 2005 - December 2007
Allstate January 2000 - September 2005
Skills
Functional Testing, Test Automation, Quality Center, QTP, LoadRunner, Testing, Performance Testing, Regression Testing, SoapUI, VBScript, Web Testing, Test Planning, Software Quality..., Test Cases, Microsoft SQL Server, Automation, SDLC, Load Testing, Quality Assurance, Test Management
Education
Bangalore University 1992 — 1996
Bachelor of Engineering, Electronics & Communication
AIG April 2013 - Present
AIG May 2010 - April 2013
AIG February 2008 - May 2010
J.P. Morgan September 2005 - July 2007
J.P. Morgan June 2000 - September 2005
Chase June 1995 - June 2000
Chase January 1990 - June 1995
Chase August 1988 - January 1990
Skills
Enterprise Risk..., Risk Assessment, Operational Risk..., Insurance, Internal Audit, Risk Management, Financial Risk
Education
City University of New York-Baruch College 1982 — 1987
Bachelor of Business Administration (BBA), Corporate Finance (Major), Political Science (Minor)
Signature Bank November 2013 - Present
HSBC November 2006 - November 2013
Chase August 1981 - November 2006
Skills
Credit, Banking, Loans, Commercial Banking, Relationship Management, Commercial Lending, Cash Management, Wealth Management, Residential Mortgages, Small Business Lending
Education
Baruch College, City University of New York (CUNY)
Chase July 2014 - Present
Chase April 2013 - June 2014
Chase June 2011 - March 2013
Verizon Wireless October 2007 - June 2011
PAR North America March 2007 - September 2007
Education
Ball State University 2005 — 2006
Master of Business Administration (M.B.A.)
Wilberforce University 2001 — 2005
Bachelor of Science (B.S.)
Stifel Financial Corp. July 2009 - Present
Chase November 2005 - July 2009
Skills
Investments, Retirement Planning, Series 7, Wealth Management, Mutual Funds, Portfolio Management, Series 63, Asset Management, Asset Allocation
Education
Ball State University 1995 — 2000
Marketing
Brookfield Asset Management January 2004 - May 2013
CBNY Broker October 2000 - April 2003
JPMorgan Chase October 2000 - April 2003
Deutsche Bank April 2000 - April 2003
J.P. Morgan October 1998 - April 2000
Chase April 1993 - October 1998
Skills
Securities, Portfolio Management, Banking, Fixed Income, Equities, Mutual Funds, Financial Services, Customer Service, Investments, Bloomberg, Capital Markets, Asset Management, Cash Management, Financial Reporting, Trading, Accounting, AML, KYC, Regulatory Compliance, Anti Money Laundering
Education
Baruch College, City University of New York (CUNY)
Wyndham Worldwide February 2011 - Present
Chase November 2013 - May 2014
Skills
Solid computer skills, Communication Skills, Coachable, Hard working, Motivated self-starter, Friendly Personality, Commitment to Customer..., Energic, Hotel Management, Resorts, Hospitality Management, Hospitality, Hospitality Industry, Hotels, Customer Service, Leadership, Microsoft Office, Sales, Customer Satisfaction, Marketing, Training, Team Building, Microsoft Excel, Event Management
Education
Daytona State College 2015 — 2017
Physical Therapy Technician/Assistant
Baker College of Jackson 2000 — 2005
Business administration, Business Administration concentrating Human Resource Management
Baker College of Jackson 1999 — 2005
Business Administration, Human Resource Management
Chase March 2011 - February 2015
The Sports Authority October 2007 - July 2009
Modell's Sporting Goods November 2006 - November 2007
Skills
customer satisfaction, customer service, Microsoft office, teller operations, cash register, Cash handling experience, Customer Service, Banking, Financial Analysis, Access, Microsoft Office, Cash Handling Experience, Customer Satisfaction, Outlook, Teller Operations, Leadership, QuickBooks, Cash Register, PowerPoint
Education
City University of New York-Baruch College 2005 — 2009
BBA, Business Management
Nassau Community College 2002 — 2005
AS, Business Asministration
Sullivan & Cromwell LLP March 2007 - Present
Chase March 2006 - July 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Legal Research, Legal Writing, Administrative..., Social Networking, Strategic Planning
Education
Borough of Manhattan Community College 2005 — 2007
Associate of Arts and Sciences (AAS), Public Administration
City University of New York-Baruch College
Intercontinental Exchange September 2015 - Present
McGraw Hill Financial May 2015 - September 2015
McGraw Hill Financial July 2013 - April 2015
J.P. Morgan February 2011 - June 2013
Goldman Sachs June 2010 - August 2010
Waterfall Asset Management September 2009 - March 2010
Chase June 2009 - August 2009
AXA Advisors - Private Wealth Management July 2008 - May 2009
Skills
Financial Modeling, Investment Banking, Capital Markets, Valuation, Credit Analysis, Corporate Finance, Hedge Funds, Finance, Financial Analysis, DCF, Portfolio Management, Structured Finance, Due Diligence, Equities, Microsoft Office, Bloomberg, Fixed Income, Derivatives, Mergers & Acquisitions, Private Equity, Investment Management, Financial Risk, Alternative Investments, Credit, Investments, Analysis, Mentoring, Career Advise, Bloomberg Terminal, Deal Execution, Economics, Restructuring, Business Strategy, Non-profit Leadership, Fundraising, Capital IQ, Equity Research, Asset Managment, High Grade Loans, Leveraged Finance, Loan Structuring &..., Financial Statement..., Financial Services, Corporate Development, Management Consulting, Banking, Competitive Analysis, Financial Markets, Securities
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
Bachelor of Business Administration, Finance & Investments, Economics, English, Cum Laude
JPMorgan Chase & Co. June 1989 - Present
Chase July 2004 - Present
Skills
Management, Public Speaking, Strategic Planning, Banking, Credit, Leadership, Retail Banking, Process Improvement, Project Management, Team Building, Marketing Strategy, Strategy, Business Analysis, Web Design, Web Development, Web Content Creation, Web Content Management, Relationship Management, Microsoft Excel, Financial Services, Sales, Customer Service, Financial Analysis, Program Management, Analysis, Social Media, Vendor Management, Employee Recognition, Business Development, Social Networking, Coaching, Performance Management, Project Planning, Event Planning, Business Process..., Time Management, Change Management, Event Management, Outlook, Team Leadership, Entrepreneurship, Strategic Communications, Teaching, Business Strategy, Sales Management, Microsoft Office, PowerPoint
Education
Baruch College, City University of New York (CUNY)
Bachelor’s Degree, Business Administration / Finance
HSBC January 2000 - August 2005
Republic National Bank June 1994 - December 1999
Chase April 1976 - June 1994
Education
Columbia University - Columbia Business School 1974 — 1976
Master of Business Administration (MBA), Marketing and Finance
Columbia University in the City of New York 1973 — 1975
Master of Arts (M.A.), Economics
Barnard College 1971 — 1973
Bachelor of Arts (B.A.), Economics and Russian
Lycee Francais de New York 1959 — 1971
Baccalaureat
Association of Latino Professionals in Finance and Accounting (ALPFA) June 2015 - Present
Chase February 2015 - Present
Prudential Financial July 2015 - July 2015
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Customer Service, Leadership, Teamwork, Finance, Research
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Bachelor’s Degree, Finance
HSBC May 2013 - Present
Citi 2015 - 2015
Barclays November 2012 - May 2013
AIG February 2012 - October 2012
HSBC March 2011 - January 2012
AIG June 2010 - February 2011
Girl Scouts of the USA June 2009 - May 2010
JPMorgan Chase & Co. 1996 - 2009
Chase 1996 - 1998
Skills
¨Project Leadership¨..., Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Training, ¨Regulatory..., Analysis, SDLC, Program Management, Risk Management, CRM, Project Management
Education
Baruch College, City University of New York (CUNY) 1991 — 1994
Bachelor of Applied Science (B.A.Sc.), Accounting and Computer Science
Baruch College/School of Business 1991 — 1994
Bachelor's Degree, Accounting and Computer Science
Chase October 2013 - Present
JPMorgan Chase & Co. June 2015 - August 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
Baruch College, City University of New York (CUNY)
Bachelor's degree, Accounting
Borough of Manhattan Community College 2007 — 2009
Associate's degree, Accounting
Wilmette Public Schools December 2009 - June 2012
Evanston/Skokie School District65 October 2007 - June 2010
Chase January 2005 - September 2007
Enterprise Rent-A-Car March 2002 - January 2005
Skills
Customer Service, Marketing
Education
National Louis University 2007 — 2009
Master's Degree, Elementary Education and Teaching, 4.0
Baker College of Flint 1996 — 2000
Bachelor's Degree, Marketing
Inte Q, LLC October 2014 - Present
Intrepid Capital Partners December 2013 - Present
Zipmark August 2011 - Present
Doughmain.com March 2010 - Present
Veldos LLC January 2014 - September 2014
edo Interactive December 2011 - December 2013
Woodbury Advisors, LLC October 2009 - December 2011
Mobile Money Ventures LLC October 2007 - September 2009
CITIBANK DIRECT March 2006 - September 2007
CHASE February 2000 - March 2006
Skills
Marketing Strategy, Segmentation, Mobile Marketing, Rewards Programs, Credit Cards, Internet Banking, Mobile Payments, Customer Acquisition, Financial Services, Online Advertising, Strategic Partnerships, Direct Marketing, Entrepreneurship, Business Development, Start-ups, Venture Financing, Integrated Marketing, Multi-channel Marketing, Banking, Product Management, Marketing, Leadership, Competitive Analysis, Executive Management, Management, Management Consulting, Mobile Banking, Product Development, Digital Marketing, Advertising, Analytics, Email Marketing, Strategy, Business Strategy, CRM, Debit Cards, Sales, Payments, Customer Experience, Mobile Applications, Strategic Thinking, P&L Management, Retail Banking, Venture Capital, E-commerce, Mobile Devices, Business Planning, SEM, Interactive Marketing, Internet Strategy
Education
Baruch College, City University of New York (CUNY) 1982 — 1986
MBA, MARKETING
State University of New York at Binghamton 1975 — 1979
BA, POLITICAL SCIENCE
Chase November 2014 - Present
LSRcommunities February 2014 - November 2014
Dragonfly I June 2011 - August 2012
Georgio's September 2008 - May 2011
Kristin Dozier County Commissioner District 5 January 2010 - June 2010
VancoreJones Communications January 2010 - May 2010
Democratic Party of Florida November 2009 - January 2010
Oppenheim Research 2008 - 2008
Florida State Bookstore 2005 - 2005
Temple Sinai 2003 - 2004
Skills
Lexis Nexis Certified, Legal Research, Legal Writing, Continuing Legal..., Customer Service, Experience Working with..., Hospitality, Lexis, Nonprofits, Leadership, Facebook, Spanish, Event Planning, Politics, Time Management, Research, PowerPoint, Outlook
Education
Barry University - Dwayne O. Andreas School of Law 2012 — 2014
Doctor of Law (JD), Law
Florida State University 2009 — 2010
Master of Science (MS), Masters in Applied American Politics and Policy
Florida State University 2005 — 2009
Bachelor of Arts (BA), Political Science and International Affairs
Morgan Stanley July 2010 - Present
Chase January 2010 - July 2010
Citi January 2007 - December 2009
Take Two Interactive Corp May 2006 - January 2007
Skills
Financial Services, Financial Risk, Wealth Management, Equities, Team Leadership, Highly detail oriented, Series 7, Asset Management, Securities, Financial Analysis, Series 63, Investments, Asset Allocation, Finance, Risk Management, Alternative Investments, Mutual Funds, Fixed Income, Hedge Funds, Business Analysis, Portfolio Management
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), International Business
Manhattan Chamber of Commerce January 2015 - Present
Manhattan Chamber of Commerce May 2013 - Present
Chase February 2015 - Present
Skills
Retirement, Savings, Investments, Debt Elimination, Series 6, IRA's, Annuities, Term Life Insurance, Debt, Series 63, College Savings Plans, 529 Plans, Mutual Funds, Refinance, Long Term Care, Debt Settlement, Credit Counseling, Bankruptcy, Tax Relief, Managed Accounts, IRAs, Fixed Annuities, Long-term Care, Mortgage Lending, Mortgage Banking, Residential Mortgages, Commercial Mortgages, Small Business, Real Estate, Real Estate Development, Construction Loans, Commercial Real Estate, Residential Homes, Condos, COOP, Multi Family Properties, Mixed-use, Single Family Homes, First Time Home Buyers, Investment Properties, Investors, 1-4 Units, Pre-approval, Direct Lender, Series 65, Variable Annuities, Coverdell, Financial Services, Morningstar, Financial Advisory
Education
City University of New York-Baruch College
BBA, Finance/Investment
Mineola High School
Advanced Honors Diploma
chase Accounting InternArgo Real Estate LLCFebruary 2011 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking
Education
City University of New York-Baruch College 2012 — 2014
Bachelor's degree, Accounting
Borough of Manhattan Community College 2009 — 2011
Associate's degree, Accounting
J.Crew June 2013 - September 2013
Chase November 2011 - April 2013
Travelex April 2010 - November 2011
Skills
Banking, Customer Service, Sales, Management, Retail Banking, Retail, Financial Services, Credit, Loans, Retail Sales, Microsoft Office, Spanish, Cross Selling, Finance, Relationship Management, Mortgage Lending, Manage Client..., Cash Management, Business Math, Customer Experience, Long-term Customer..., Banking Relationships, Building Relationships, Team Building, Microsoft Excel, Microsoft Word, Deposits, Consumer Lending, Leadership, Political Polling, Public Affairs, Style Guides, Outlook, PowerPoint, Mortgage Banking, Merchant Services, Small Business Lending, Lines Of Credit, Merchandising, Credit Analysis, Financial Analysis, Time Management, Insurance, Life & Health Insurance..., Life Insurance, Fixed Annuities
Education
Baruch College 2012 — 2015
Bachelor of Science (B.S.), Public Affairs
Borough of Manhattan Community College 2009 — 2012
Associate of Arts and Sciences (A.A.S.), Entrepreneurial and Small Business Operations
First Financial Bank September 2013 - Present
First Financial Bank November 2010 - September 2013
Chase 2009 - 2010
Skills
Mortgage Lending, Loans, Banking, Mortgage, Commercial Banking, Small Business Lending, Commercial Lending, Sales Management, Small Business, leadership, Credit, Retail Banking, Credit Analysis, Coaching, Sales, Business Development, Risk Management, Leadership, Finance, Mortgage Banking, Relationship Management, Cash Management
Education
Ball State University - College of Business 1989 — 1993
BS, Finance
INTRUST Bank September 2015 - Present
Land Title Inc June 2015 - September 2015
Fidelity Bank / Oklahoma Fidelity Bank January 2009 - June 2015
Chase July 2004 - July 2009
Skills
Banking, Excellent customer..., knowledgeable about..., Management, Sales, Treasury Management, Credit Cards, Loans, Portfolio Management
Education
Baker University 2011 — 2015
Bachelor's degree, Business Administration and Management, General
Andover High School 1998 — 2001
High School Diploma, General Studies
Prudential Investments March 2002 - September 2010
Prudential Investments January 1999 - March 2002
Prudential Investments March 1998 - January 1999
Chase October 1996 - March 1998
Chase May 1992 - September 1996
Chase Manhatan Leasing Company April 1980 - April 1992
Chase March 1977 - March 1980
Coopers & Lybrand January 1975 - March 1977
Skills
Planning, Mergers, Process Improvement, Financial Planning, Asset Management, Budgeting, Team Building, Operations Management, Financial Analysis, Change Management, Accounting, Forecasting, Analysis, Financial Reporting, Leadership Development, Acquisition Integration, Coaching, Due Diligence, Solution Design, Asset Managment, Budgets, Strategic Financial..., Mergers & Acquisitions, Strategy, Finance, Portfolio Management, Management, Leadership, Business Analysis, Project Management, Mutual Funds
Education
Baruch College, City University of New York (CUNY)
BBA, Accountancy
Smith College
Certificate of Management, Management Program
CHANEL 2015 - Present
IgnitionOne 2013 - 2015
IMAX 2011 - 2013
The Walt Disney Company (Asia Pacific) Limited 2008 - 2011
ESPN 2001 - 2008
Central Parking System 1998 - 2001
Chase 1996 - 1998
Skills
Human Resources, Change Management, Talent Management, Workforce Planning, Management, Employee Engagement, Talent Acquisition, Onboarding, Organizational Design, Employee Relations, Employee Benefits, Deferred Compensation, Succession Planning, Performance Management, HR Policies, Organizational..., Leadership Development, Personnel Management, HRIS, Program Management, Recruiting, Organizational..., HR Strategy, Strategic Planning, Due Diligence, Coaching, Acquisition Integration, Global HR, Global Leadership, Workday
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Human Resources Management / Organizational Behavior
Baruch College, City University of New York (CUNY)
Bachelor's Degree, Human Resources Management
Chase February 2009 - Present
Booz Allen Hamilton October 2008 - June 2009
Washington Mutual 2002 - September 2008
JP Morgan Chase formally Washington Mutual November 2002 - August 2008
WaMu August 2002 - August 2008
Qwest Communications May 1999 - May 2001
US Bank March 1998 - March 1999
IBM 1997 - 1998
AT&T 1996 - 1997
VeriFone 1996 - 1997
Skills
SDLC, SOA, Web Services, XML, Requirements Analysis, Integration, C#, Java, Design Patterns, OOP, Web Development, Project Management, Software Engineering, Cross-functional Team..., Analysis, Team Leadership, Telecommunications, C++, Leadership, Business Requirements
Education
Bangalore University 1990 — 1994
B tech
University of Visveswaraya college of engineering, Bangalore 1990 — 1994
B Tech
JPMorgan Chase January 2012 - Present
Chase August 2005 - Present
JPMorgan Chase September 2002 - December 2011
Skills
Credit, Small Business Lending, Consumer Lending, Relationship Management, Retail Banking, Loan Origination, Cross Selling, Lines Of Credit, Branch Management, Cash Management, Series 6, Wealth Management, Deposits, Customer Service, Performance Management, Home Equity Lines of..., Recruiting, Coaching, Employee Relations, Banking, Commercial Banking, Team Leadership, Branch Banking, Loans, Mortgage Lending
Education
City University of New York-Baruch College 2008 — 2011
MPA, Public Adminstration and Nonprofit Management
University of the West Indies, St. Augustine Campus 1994 — 1997
Political Science and Government
Chase January 2015 - Present
Citibank April 2004 - December 2014
Citi June 2003 - April 2004
Skills
Banking, Loans, Retail Banking, Credit, Cross Selling, Financial Analysis, Customer Service, Commercial Banking, Credit Analysis, Coaching, Communication, Customer Relations, Relationship Building, Team Leadership, Sales Operations, Licensing
Education
City University of New York-Baruch College 2001 — 2005
Bachelor of Business Administration (BBA), finance/investments
Kingsborough Community College
Associate's degree, Business Administration and Management, General
Chic Accommodations January 2012 - Present
Chic New York City Shopping Tours January 2006 - Present
Chic Inspiration October 2003 - Present
JPMorgan Chase January 2002 - January 2003
Chase January 2001 - January 2002
Skills
Styling, Apparel, Personal Shopping, Wardrobe, Time Management, Lifestyle, Real Estate, Teaching, Interviews, Entrepreneurship, Social Media Marketing, Marketing, Social Media, Marketing Strategy, Online Marketing, Strategic Planning, Event Planning, Social Networking, Public Relations
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Science, Business
J.P. Morgan December 2014 - Present
United Nations June 2006 - December 2014
Cadwalader, Wickersham & Taft LLP August 2000 - January 2003
Chase March 1999 - September 2000
J.P. Morgan February 1997 - March 1999
Skills
Active Directory, Security, System Administration, Information Security, Windows Server
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor's Degree, Computer and Information Systems
Ryan Homes September 2013 - Present
First Ohio Home Finance March 2013 - September 2013
Chase August 2011 - March 2013
JP Morgan Chase - Chase Home Finance June 2009 - July 2011
JP Morgan Chase January 2011 - April 2011
JP Morgan Chase - Chase Home Finance October 2004 - October 2007
KPMG, LLP September 2003 - October 2004
Skills
Government Loans, Sales, Banking, Residential Mortgages, Mortgage Banking, Cross Selling, First Time Home Buyers, Credit, Non-Conforming, Debt Consolidation, Real Estate, Referrals, Sellers, Credit Analysis, Real Estate Financing, Mortgage Marketing, Residential Homes, Single Family Homes, Property
Education
Baldwin Wallace University 1998 — 2003
MBA, Business/Accounting and Marketing
Marion Harding 1994 — 1998
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Royal Bank of Scotland 2007 - Present
RBS Greenwich Capital 2005 - 2007
RBS Greenwich Capital 2001 - 2005
Chase 1992 - 2001
Skills
Fixed Income, FX Options, Derivatives, Credit Derivatives, Finance, Equities, Swaps, Interest Rate..., Capital Markets, Trading, Product Control
Education
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Finance
Baruch College, City University of New York (CUNY)
Bachelor's Degree, Accounting
J.P. Morgan June 2013 - Present
J.P. Morgan June 2012 - May 2013
JPMorgan Chase February 2006 - June 2012
JPMorgan Chase March 2003 - February 2006
JPMorgan Chase March 2000 - March 2003
Chase September 1998 - March 2000
Skills
Micosoft Office:..., Visio, Web Development,..., Project Delivery..., Use Cases, Test..., Strategic Planning, Enterprise Software, Technical Support, Financial Risk, Credit Derivatives, Information Technology, Program Management, Business Process..., PMO, Software Documentation, Project Management
Education
City University of New York-Baruch College - Zicklin School of Business 1996 — 1998
Bachelor of Business Administration (B.B.A.), Finance
BMCC 1994 — 1996
Business Administration Associate in Arts, Business Administration
Chase September 2013 - Present
PNC Bank 1998 - September 2013
Education
Indiana University-Purdue University at Indianapolis 1992 — 1995
Bachelor of Science (BS), Public Administration
Ball State University 1990 — 1992
Citi Private Bank October 2012 - Present
Citi Private Bank May 2006 - January 2013
Chase January 2002 - 2006
Skills
Building Relationships, Bilingual, Thought Leadership, Project Management, Creative Strategy, Private Banking, Management, Finance, Wealth Management, Law Firm Administration, CRM, Cash Management, Credit
Education
City University of New York-Baruch College - Zicklin School of Business
Master's degree, Finance, General
City University of New York-Baruch College 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Chase November 2011 - December 2014
Chase October 2004 - November 2011
Bank One September 2003 - October 2004
Bank One September 1997 - August 2003
Skills
Project Management, Program Management, Operations Management, Strategic Planning, Leadership, Organization, Process Improvement, Software Development..., Project Planning, Requirements Gathering, Budgets, Training, Financial Services, Team Management, Banking, SDLC
Education
Ball State University - College of Business 1989 — 1993
Bachelor of Science, Business Administration, Cum Laude
JPMorgan Chase AVP/HR Bus PartnerJP Morgan Chase/Home Mortgage2006 - Present
JPMorganChase 2006 - Present
JP Morgan Chase 2006 - Present
Chase 2006 - 2008
Education
Baruch College, City University of New York (CUNY)
Chase January 2000 - May 2008
JP Morgan Chase 1993 - 2008
JPMorgan Chase 1985 - 2008
Education
Baruch College, City University of New York (CUNY) 1971 — 1974
BA, Computer Science
BMS Ventures LLC. October 2008 - Present
Chase January 2006 - October 2008
National City Bank July 1976 - December 2000
Education
Baldwin Wallace University 1987 — 1989
MBA, Business
Verizon Business January 2009 - Present
Goldman Sachs June 2006 - December 2008
Wolters Kluwer Corporate Legal Services March 2003 - June 2006
Nextera Communications Inc. July 2000 - March 2003
Constantin Walsh-Lowe LLC May 1997 - May 2000
BT January 1994 - May 1997
Lehman Brothers September 1991 - January 1994
Chase June 1990 - September 1991
Goldman Sachs April 1989 - June 1990
Skills
Enterprise Architecture, Business Analysis, Integration, Cloud Computing, Solution Architecture, IT Management, IT Strategy, Vendor Management, Data Center, Disaster Recovery, Program Management, ITIL, Software Project..., Enterprise Software, SDLC, Infrastructure, PMO, PMP, Trading Systems, Project Management, Telecommunications
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
Master of Science (MSc), Electrical Engineering
Barnard College
Bachelor of Arts (B.A.), Biology
Stuyvesant High School
HS Diploma, Sciences
HSBC March 2011 - Present
Chase January 1995 - April 2009
JPMorgan Chase & Co. December 1994 - April 2009
JPMorganChase 1994 - April 2009
Fenix Corp April 1990 - October 1994
Education
Baruch College, City University of New York (CUNY) 1992 — 1994
BS, Accounting/Computer Science
NYC Department of Education September 2009 - Present
NYC Department of Education August 2006 - August 2011
JPMorgan Chase November 2004 - June 2006
Chase February 2002 - October 2004
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Coaching, PowerPoint, Teaching, Spanish, Customer Satisfaction, Recruiting, Sales Management, Profit, Curriculum Design, Fundraising, Windows, Management, Smartboard, Data Analysis
Education
The College of Saint Rose 2010 — 2012
Certificate of Advanced Study, School Building Leader
Queens College 2006 — 2008
MAT, Special Education - Secondary
Baruch College, City University of New York (CUNY) 1994 — 1999
BBA, Finance and Investments
Chase April 2013 - February 2014
U S Bank January 2007 - April 2013
Skills
Mortgage Banking, Branch Banking, Loans, Loan Origination, Consumer Lending, Training, Refinance, Mortgage Lending, Sales, Residential Mortgages, FHA, Sales Management, Small Business Lending, USDA, FHA Financing, Team Building, Customer Service, Management, Public Speaking, Leadership, Strategic Planning, Coaching
Education
Baldwin Wallace University 1980 — 1987
Bachelor of Arts (B.A.), Sociology/ Minor Business Management
Bank of America Merrill Lynch April 2000 - Present
KPMG June 1996 - April 2000
Merrill Lynch August 1988 - May 1996
ADP 1986 - August 1988
NYSE 1984 - 1986
Chase 1981 - 1984
Skills
Project Management, Business Analysis, Credit Derivatives, Interest Rate..., FX Derivatives, Exchange Traded..., Equity Derivatives, Fixed Income, Risk Management, IT Risk Management, Data Analysis, General Ledger, Middle Office, Credit Risk, Margin, Capital Markets, Budgets, Management, Equities, Financial Analysis, Banking, Derivatives, SQL, Investment Banking, Market Risk, Prime Brokerage, Trading Systems, Basel II, Collateral Management, FX Options, Options, Structured Products, Market Data, Electronic Trading, Swaps, Operational Risk, Bloomberg, Hedge Funds, Financial Markets, Financial Services, Securities, Reference Data, Back Office, Bonds, Financial Risk, Portfolio Management, Dodd-Frank
Education
Baruch College, City University of New York (CUNY)
BBA, Corporate Finance and Investment Analysis
New York University
Computer Science
Warren Lewis Sotheby's International Realty 2009 - Present
JP Morgan June 1994 - February 1998
Chase 1989 - 1994
Morgan Stanley 1986 - 1988
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Barnard College
BA
OnlyInternet May 2013 - Present
Chase May 2012 - May 2013
Enterprise Rent-A-Car August 2008 - May 2012
Enterprise Rent-A-Car September 2006 - August 2008
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media Marketing, Research, Event Management, Fundraising, Community Outreach, Nonprofits, Policy, Credit
Education
Ball State University 2002 — 2006
Bachelor of Science (B.S.), Criminal Justice and Criminology
Bellmont High School
Chase
Skills
Customer Service, Banking, Financial Services, Relationship Management, Credit, Microsoft Office, Microsoft Excel, Microsoft Word, Commercial Banking, Risk Management, Outlook, Financial Analysis, Management, Portfolio Management, Business Analysis, Finance, Loans, Retail Banking, Mortgage Lending, Customer, Credit Analysis, Insurance, Leadership, Project Management, Sales, Process Improvement, Investments, Fixed Income, Credit Risk, Financial Risk, commerci
Education
Baruch College, City University of New York (CUNY)
Business Administration and Management
Barclays Investment Bank May 2012 - Present
The Depository Trust & Clearing Corporation June 2011 - May 2012
City of New York/DOITT March 2007 - May 2011
Bank of America August 2005 - March 2007
JPMorgan Chase & Co. July 2003 - July 2005
Investors Bank & Trust March 2002 - June 2003
AIG November 2001 - February 2002
Sumitomo Mitsui Banking Corporation March 1999 - October 2001
Citi March 1998 - February 1999
Chase April 1996 - February 1998
Skills
WebSphere MQ, WebSphere Message Broker, IIB, WebSphere Application..., WebSphere ESB, TIBCO EMS, Solace, SOA, Enterprise Architecture, Java Enterprise Edition, IBM Tivoli, Omegamon, BMC Patrol, Unicenter NeuMICS, Unix, QPasa, Java, montran, SWIFT Messaging, Oracle, CICS, OFAC, z/os, Linux, DB2, IBM AIX, Solaris, SDLC, Data Warehousing, Integration, WebSphere, Disaster Recovery, Infrastructure
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (M.B.A.), Computer Science
City University of New York City College
Bachelor of Science (BS), Mathematics
Chase February 2013 - Present
Nationwide Insurance January 2009 - February 2013
IBM September 2004 - February 2013
Sprint February 2005 - January 2009
General Motors September 2004 - February 2005
End2End Business Solutions August 2002 - September 2004
Srishti InfoTech August 2001 - July 2002
Skills
Data Warehousing, Business Intelligence, Requirements Analysis, Dimensional Modeling, Data Integration, SDLC, ETL, Teradata, Informatica, PL/SQL, Netezza, Data Modeling, Databases, Unix, Testing, Ab Initio, Oracle, Data Warehouse..., DB2
Education
Banaras Hindu University 1999 — 2001
Master in Computer Science
Make-A-Wish Ohio, Kentucky & Indiana June 2015 - Present
HomeBridge Financial Services, Inc. September 2014 - June 2015
PrimeLending March 2014 - August 2014
Chase June 2011 - March 2014
Macy's November 2009 - June 2011
Chase Home Finance May 1998 - July 2004
Chase Home Equity June 1995 - May 1998
Skills
Mortgage Lending, Customer Service, Management, FHA, Loans, Banking, Refinance, Finance, Referrals, Credit, Mortgage Banking, Leadership, Sales, Residential Mortgages, Loan Origination
Education
Baldwin Wallace University
Bachelor of Arts, Business Administration/Marketing
Lincoln Financial Advisors October 2013 - Present
PNC Mortgage October 2012 - October 2013
Capital One November 2011 - October 2012
Chase August 2010 - November 2011
Chase Home Finance January 2006 - April 2008
Mellon Financial July 2004 - December 2005
Wachovia, A Wells Fargo Company June 1994 - July 2004
Skills
Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Underwriting, Residential Mortgages, Credit, Banking, Credit Analysis, Refinance, FHA, Variable Annuities, Pricing, Sales Management
Education
Barry University 1992 — 1994
Bachelor of Science, International Business
Bank of New York Mellon Financial Reporting - ManagerThe Bank of New York MellonNovember 1999 - Present
chase 2000 - 2001
Skills
Mutual Funds, Fund Accounting, Hedge Funds, Securities, Fund Administration, Fixed Income, Bloomberg, Fund Of Funds, Financial Reporting, Equities, Financial Services, Alternative Investments, Derivatives
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Accounting
VPL Consulting LLC June 2013 - Present
Lee Hecht Harrison 2013 - Present
PSEG January 1997 - May 2013
Arbor National Mortgage Inc 1992 - 1995
Chase January 1970 - September 1992
Skills
Change Management, Strategic Planning, Employee Engagement, Performance Management, Talent Management, Onboarding, Energy, Leadership Development, Renewable Energy, Strategy, Organizational..., Process Improvement, Human Resources, Training, Mergers & Acquisitions, Start-ups, Personnel Management, Leadership, Workforce Planning, Succession Planning, Organizational Design, Organizational..., Executive Coaching, Talent Acquisition, Deferred Compensation, Employee Relations, Labor Relations, Performance Improvement, Culture Change, Executive Pay, HRIS, Adult Education..., Employee Benefits, Workshop Facilitation
Education
NYU 1965 — 1969
BA, Psychology
City University of New York-Baruch College; Fairleigh Dickinson University
Chase March 2010 - Present
J.P January 2009 - Present
J. P. Morgan Chase March 2010 - February 2012
Bear Stears July 2004 - May 2007
st Corporation January 2001 - January 2004
Merit Operating Corporation/Real Estate Management January 1995 - January 1998
Education
Baruch College 2010 — 2011
Certification, HR Management, Certification
Baruch College of the City of New York 2010 — 2011
Certificate, HR Management
BEOC (Brooklyn Educational Opportunity Center 2009 — 2009
Certificate, Customer Service and Hospitality Management
The Brooklyn Adult Learning Center 2009 — 2009
Cheonggang Academy
Bachelor of Arts, Communications
JPMorgan Chase & Co. 1999 - 2004
Chase 1994 - 1999
Chemical Bank 1990 - 1994
Manufactures Hanover Trust 1989 - 1990
Skills
Customer Service, Sales, Management, Strategic Planning, Marketing, Negotiation, Project Management, Leadership
Education
City University of New York-John Jay College of Criminal Justice
Bachelor of Arts (B.A.), Public Administration
Baruch College, City University of New York (CUNY)
Chase
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
BBA, Finance and Investments
Family Central, Inc. February 1998 - Present
Bumgardner & Associates March 1997 - November 2007
Chase April 1987 - June 1991
Skills
Crystal Reports, Impromptu Web Reports, Impromptu, Microsoft Office, Microsoft Excel, Microsoft Word, Ad Hoc Reporting, Customer Service, PowerPoint, Administrative..., Budgets, Management, Outlook, Grants, Training, Community Outreach, Fundraising, Event Planning
Education
City University of New York-Baruch College 1979 — 1981
BBA, Computer Science
Kingsborough Community College 1976 — 1978
Associate of Science (A.S.), Accounting
APG Asset Management US December 2005 - Present
Chase January 2005 - December 2005
Vypak Consulting March 2004 - December 2004
Vanderbilt Capital Advisors November 1999 - March 2004
Chase September 1993 - November 1999
Chase July 1991 - September 1993
Skills
Research, PowerPoint, Training, Management, Leadership, Microsoft Word, Microsoft Excel, English, Microsoft Office, Customer Service, Strategic Planning, Outlook, Public Speaking, Credit, Valuation, Bloomberg, Finance, Investments, Loans
Education
Baruch College, City University of New York (CUNY) 1992 — 1996
MBA, Economics
College of the Holy Cross 1987 — 1991
Bachelor of Arts (B.A.), Economics
American Income Life September 2011 - Present
Chase November 2010 - August 2011
Lowe's Home Improvement October 2003 - September 2008
Skills
Insurance, Customer Service, Customer Satisfaction, Health Insurance, Team Building, Training, Customer Retention, Leadership, Recruiting, Microsoft Excel, Sales Management, Microsoft Office
Education
Wapahani High School 1999 — 2003
General Studies, General Studies, 9-12
Ball State University
Fresh & Easy Neighborhood Markets Inc February 2012 - Present
Blockbuster December 2007 - February 2012
Chase April 2009 - October 2009
Skills
Customer Service, typography, Data Entry, Positive Team Player, Clerical Skills, Bilingual, Highly detail oriented
Education
CSU Bakersfield 2011 — 2015
Bakersfield College 2006 — 2010
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
AIG November 2012 - Present
CHASE January 2011 - October 2012
Education
Baruch College 2008 — 2012
BBS, Operations Management
New York State Deferred Compensation July 2012 - Present
N July 2012 - 2013
Chase March 2010 - June 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Business Analysis, Risk Management, Project Management, Investments, Microsoft Word, PowerPoint
Education
Baruch College 1998 — 2001
Bachelor's degree, Finance, General
Chase February 2005 - Present
Jo-Ann Stores, Inc. 1991 - 2004
Skills
Retail Banking, Credit Analysis, Credit, Loans, Loan Origination, Small Business Lending, Commercial Banking, Mortgage Banking, Consumer Lending, Mortgage Lending, Residential Mortgages, Cross Selling, FHA, Branch Management, Refinance, Lines Of Credit
Education
Ball State University 1989 — 1993
Bachelor's degree, Finance, General
East noble high school 1985 — 1989
AIG January 2012 - September 2013
MetLife June 2011 - December 2011
Chase July 2009 - January 2011
TCF Bank September 2006 - November 2008
Chase July 1998 - July 2003
Skills
Retirement Planning, Life Insurance, Investments, Retail Banking, Strategic Financial..., Financial Services, Accounting, Financial Planning
Education
University of Michigan-Flint 2011 — 2013
Bachelor's degree, Accounting and Finance
Baker College of Flint 1995 — 1997
Bachelor of Business Administration (BBA), Business Administration and Management, General
Baker College of Flint 1993 — 1995
Associate's degree, Accounting and Finance
Chase 2010 - 2012
Skills
Statistical Data..., Microsoft Excel, Access, Computer Maintenance
Education
Baruch College 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Borough of Manhattan Community College 2006 — 2008
Associate of Science (A.S.), Mathematics
Chase August 2002 - Present
Education
Baruch College, City University of New York (CUNY)
MBA-Finance
Stony Brook University
Bachelor of Arts (B.A.), Economics
RawDigit by PORTABELLAb Inc. July 2010 - Present
Chase March 2014 - January 2015
Aegis Service Corporation August 2013 - January 2014
Citybaby Baby Goods Center Ltd. (http://citybaby.com.hk) September 2006 - April 2013
GS Brokerage Ltd. September 2010 - August 2012
Xanga.com September 2008 - April 2009
Skills
Digital Photography, Photoshop, Keyboardist, Photography, Web Design, Illustrator, Marketing, E-commerce, Retail, Management, Editing, Strategy, HTML, Sales, Packaging, Analysis
Education
New York University 2015 — 2017
Master’s Degree, Management of Technology, 3.85
City University of New York-Baruch College 2010 — 2012
Bachelor of Business Administration (BBA), Finance & Investment, 3.33
Borough of Manhattan Community College 2008 — 2009
Associate's degree, Business Administration, Management and Operations, 3.46
Harvey Nash September 2015 - Present
Eclaro International February 2014 - September 2015
Access Staffing September 2011 - February 2014
Chase January 2008 - September 2011
Town Sports International November 2006 - January 2008
Skills
Internet Recruiting, Benefits Negotiation, IT Recruitment, Technical Recruiting, Screening, Staffing Services, Talent Acquisition, Recruiting, Human Resources, Employee Relations, Screening Resumes, Talent Management, Sourcing, Contract Recruitment, Applicant Tracking..., Onboarding, Temporary Placement, Interviews, Executive Search, HRIS, Account Management, New Business Development
Education
City University of New York-Baruch College 2008 — 2012
Bachelor's degree
Chase August 2013 - Present
Skills
Banking, Credit, Retail Banking, Loans, Commercial Banking, Credit Analysis, Risk Management, Finance, Financial Analysis, Credit Risk
Education
Baruch College, City University of New York (CUNY)
Finance, General
HSVL October 2012 - Present
Chase April 2011 - June 2012
Chase August 2010 - April 2011
Education
City University of New York-Baruch College 2009 — 2011
Bachelor of Business Administration, Marketing
City University of New York-Baruch College 2005 — 2009
Bachelor of Arts, Psychology
Chase May 2013 - Present
United States Marine Corps June 2006 - Present
Education
Bakersfield College 2008 — 2013
Associate of Arts (A.A.), Business Administration
Chase
Education
Baruch College, City University of New York (CUNY) 2014 — 2017