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.
Chase Salaries. You can even request information on how much does Chase pay if you want to. Learn about salaries, pros and cons of working for 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!
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
Con-way Enterprise Services June 2015 - Present
VanderHouwen & Associates October 2014 - June 2015
Capital One November 2009 - July 2014
Capital One May 2006 - November 2009
Capital One April 2003 - May 2006
Brody Chemical August 2001 - April 2003
Chase September 1993 - June 2001
Skills
Leadership, Management, Business Analysis, Quality Assurance, SDLC, IT Management, Vendor Management, Integration, Agile Methodologies, Disaster Recovery, Training, Software Development, Project Planning, Access, Strategy, Project Management, Microsoft Office, SharePoint, Quality Center, Version One, Program Management
Education
University of Delaware 1987 — 2000
Bachelor of Arts (B.A.), Education
Century Martial Arts January 2007 - Present
Chase October 2004 - June 2006
Commercial Federal Bank - Currently Bank of the West June 1998 - August 2004
Skills
Six Sigma, Lean Manufacturing, Microsoft Office, Coaching, Team Building, Customer Service, Microsoft Excel, Product Development, Quality Auditing, Microsoft Word, Outlook, Manufacturing, PowerPoint, Quality Assurance, Banking, Management, Auditing, Internal Audit
Education
University of Central Oklahoma 1987 — 1990
Completion of Junior Year, Elementary Education and Teaching
Del City High School 1985 — 1987
Diploma, General Education
Chase December 1977 - Present
JPMorgan Chase 1977 - Present
Skills
Commercial Lending, Banking, Commercial Banking, Loans, Cash Management, Treasury Management, Consumer Lending, Relationship Management, Small Business Lending, Lines Of Credit, Portfolio Management, Credit, Credit Analysis, Finance, Asset Based Lending
Education
Wright State University 1978 — 1983
MBA, Finance, General
University of Cincinnati College of Business 1971 — 1976
BBA
Waste Management October 2013 - Present
Bank of America December 1993 - September 2013
Chase December 1986 - November 1993
Skills
Management, Process Improvement, Change Management, Banking, Internal Communications, Credit Cards, Call Centers, Credit, Contact Centers, Customer Experience, Customer Satisfaction, Financial Services, Relationship Management, Risk Management, Strategy, Vendor Management, Leadership
Education
University of Delaware 1983 — 1986
Bachelor's Degree, International Relations
Huntington National Bank July 2014 - Present
B & B Prestige Worldwide, LLC June 2008 - Present
Fuller Property Management INC June 2008 - Present
Small Business Executive Solutions, LLC January 2014 - July 2014
First Financial Bank March 2008 - January 2014
PNC April 2006 - February 2008
Chase December 2004 - March 2006
U.S. Bank November 1998 - December 2004
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Loans, Credit, Credit Analysis, Consumer Lending, Banking, Mortgage Lending, Lines Of Credit, Retail Banking, Credit Risk, Loan Origination, Portfolio Management, Commercial Mortgages, Underwriting, Treasury Management, Cash Management, Cross Selling, Refinance, Financial Analysis, Real Estate Transactions, Commercial Real Estate, Property Management, Management Consulting, Sales Management, Finance, Management
Education
University of Cincinnati 1995 — 2000
Economics
Anderson High School 1991 — 1995
eBay Enterprise April 2014 - Present
CADTECH, Inc. March 2014 - June 2014
Chase January 2013 - March 2014
Chase September 2011 - December 2012
Evraz Inc NA January 2007 - September 2011
Ion Power 2003 - 2005
Gore January 1997 - September 2001
Skills
Root Cause Analysis, Continuous Improvement, ISO, Quality Assurance, Lean Manufacturing, 5S, Metallurgy, Failure Analysis, Minitab, Process Improvement, Manufacturing, Access, Data Analysis, SharePoint, SQL, VBA, Oracle, Process Engineering, Analytics, Management, Project Management, Strategy
Education
University of Delaware 2002 — 2006
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
YMD 2015 - Present
Chase November 2014 - June 2015
Regions Financial Corporation November 2010 - September 2014
Pullum Family YMCA November 2008 - November 2010
Competitive Advertising January 2008 - September 2008
Skills
Microsoft Office, Adobe, Apple OS, TSYS, Symposium, Mainframe, Sales, Marketing, Credit, Management, Customer Service, Market Research, Consumer Lending, Account Management, Cross Selling, Sales Management, Customer Relations
Education
University of Central Florida 2002 — 2007
BSBA, Marketing
Dayton Performing Arts Alliance March 2014 - Present
Chase August 2012 - February 2014
The Salvation Army October 2009 - August 2012
The Salvation Army November 2006 - August 2009
University of Dayton, Learning Teaching Center September 2005 - May 2007
Skills
Public Speaking, Volunteer Management, Fundraising, Non-profits, Community Outreach, Grant Writing, Program Development, Event Planning, Event Management, Natural desire to..., Highly self-motivated, Cross-functional Team..., Relationship Management, Marketing, Nonprofits, Management, Leadership Development, Leadership, Public Relations, Program Management
Education
University of Dayton 2001 — 2005
Bachelor of Science (B.S.), Marketing and Sport Management
Citizens Home Loans of America July 2015 - Present
Bank of England, Mortgage Division December 2014 - May 2015
Huntington National Bank April 2014 - November 2014
Chase June 2012 - April 2014
Wells Fargo Home Mortgage July 2011 - June 2013
Skills
FHA, Refinance, Government Loans, Mortgage Lending, First Time Home Buyers, Investment Properties, New Home Purchase, Mortgage Banking, VA loans, Loan Origination, USDA, Residential Mortgages, FHA financing, Certified Mortgage..., Credit Analysis, Home Equity Lines of..., Home Equity Loans, Loans, Mortgage Underwriting, Non-Conforming, Real Estate, Reverse Mortgages, Sales Management, Loss Mitigation, Customer Satisfaction, Residential Homes, Credit, Relocation, REO, VA Loans
Education
University of Cincinnati 1999 — 2002
Business Finance, Psychology
Chase August 2014 - Present
USBank March 2012 - August 2014
U.S. Bank December 2010 - March 2012
The Housing Advocates Inc. January 2008 - December 2010
Skills
Leadership, Training, Finance, Sales Management, Credit, Budgets, Sales, Team Building, Small Business Lending, Public Speaking, Commercial Lending, Negotiation, Strategic Planning, Insurance, Financial Services, Lines Of Credit, Customer Service, Outlook, Consumer Lending, Mortgage Lending, Small Business, Credit Analysis, Loan Origination, Commercial Banking, Management, Payroll, Nonprofits, Relationship Management, Notary Public, Investments, Mortgage Banking, Retail, Interviews, Customer Retention, Cash Management, Underwriting, Risk Management, Administration, Software Documentation, Marketing, Refinance, Treasury Management, Human Resources, Recruiting, Account Management, Cold Calling, Microsoft Word, Employee Training, Change Management, Branch Banking
Education
Benedictine University 2012 — 2014
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services, 4.0 GPA
University of Cincinnati College of Business 1990 — 1995
Bachelor of Business Administration (BBA), Marketing
Warrensville Heights High School 1987 — 1990
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Janus Capital Group January 2013 - Present
Jackson National Life June 2010 - January 2013
Self Employed November 2008 - June 2010
Transamerica July 2008 - October 2008
MidFirst Bank March 2007 - January 2008
Chase March 2004 - March 2007
Skills
Investment Strategies, Investments, Defined Benefit, Defined Contribution, Corporate Finance, Financial Reporting, Discounted Cash Flows, Fixed Income Analysis, Time Value of Money, Fixed Income, Variable Annuities, Fixed Annuities, Uniform Combined State..., Financial Analysis, DCF, Alternative Investments, Mutual Funds, Asset Allocation, Series 7, Series 63, Finance, Financial Services, Retirement Planning, Securities, Equities, Wealth Management, Asset Management, 401k, Retirement, Salesforce.com, FX Hedging, FX Trading, Foreign Currency..., Modern Portfolio Theory, Microsoft Excel, Visual Basic, Excel Models, Excel Pivot, Excel Macros, Monte Carlo Simulation, Residual income models, Financial Modeling
Education
University of Central Oklahoma 2002 — 2005
Bachelor of Science
CFA Institute 2013 — 2016
CFA Candidate Level 2 June 2016, Finance
FINRA Licensing
Series 7 and Series 63
J.P. Morgan March 1998 - October 2014
Vanguard December 1992 - March 1998
Chase August 1987 - December 1992
Skills
Fixed Income, Hedge Funds, FINRA, Mutual Funds, Series 7, Equities, Series 6, Series 65, Series 63, Asset Management, Series 24, Alternative Investments
Education
University of Delaware
BS, Economics
Widener University
MBA, Finance
Travelers July 2014 - Present
Chase June 2013 - August 2013
Computer Aid, Inc. August 2012 - May 2013
University of Delaware June 2012 - August 2012
General Equities January 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, Java, R, Outlook, Customer Service, Public Speaking, Social Media
Education
University of Delaware 2010 — 2014
Bachelor of Science (B.S.), Statistics
Summit Wealth Partners, Inc. April 2014 - Present
SunTrust Bank August 2012 - March 2014
Chase March 2011 - August 2012
SunTrust Bank October 2006 - March 2011
Skills
Investments, Portfolio Management, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Marketing, Teamwork, Leadership, Event Planning, Insurance, Financial Planning, Financial Services, Sales, Finance, Coaching, Relationship Management, Asset Management, Retirement Planning
Education
University of Central Florida 2015 — 2017
Master of Business Administration (M.B.A.)
University of Central Florida 2007 — 2009
Bachelor of Science (B.S.), Psychology
Franklin Templeton Investments May 2015 - Present
Franklin Templeton Investments June 2012 - April 2015
Deutsche Bank July 2008 - June 2012
JPMorgan Chase September 2007 - July 2008
Chase December 2006 - September 2007
JPMorgan Chase June 2005 - December 2006
JPMorgan Chase July 2004 - June 2005
Bank One Card Services June 2002 - July 2004
Skills
Marketing, Cross-functional Team..., Strategy, Product Development, Relationship Management, Financial Services, Database Marketing, Customer Acquisition, Direct Marketing, Segmentation, Portfolio Management, Analytics, Integrated Marketing, Banking, Marketing Management, Cross Selling, CRM, Mutual Funds, Brand Management, Product Management, 529 Plans, College Savings Plans, Saving for Education, Retirement Savings
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2007
MBA, MBA in Marketing
University of Delaware - Lerner College of Business and Economics 1998 — 2002
Bachelor of Science, Finance
Condé Nast October 2008 - Present
Wells Fargo November 2007 - October 2008
Chase August 2004 - November 2007
Chase February 2003 - August 2004
Chase April 2001 - February 2003
Chase August 2000 - April 2001
Chase June 1999 - August 2000
Skills
Data Analysis, SAS, Segmentation, CRM, Management, Tableau, Customer Relations, Credit, Oracle SQL, Unica, Modeling, CRM software, Database Management, List Brokerage, Collections Management, Unix Shell Scripting, Cron, SAS/SQL, Unix, Database Administration, Data Mining, Database Design, Data Warehousing, Email Marketing, Email Management, SAS Base, Knowledge Studio, Decision Trees, DMP, Silverpop, Silverpop Engage, Onboarding, Contract Negotiation, Unica Affinium Campaign, Toad, Behavioral Targeting, SAS programming, Database Marketing, Business Intelligence, Analytics, Business Analysis
Education
University of Delaware
Bachelors of Science
KeyBank January 2012 - Present
Chase November 2008 - December 2011
TCF Bank May 2006 - November 2008
Skills
Banking, Loans, Mortgage Lending, Commercial Lending, Consumer Lending, Small Business Lending, Savings, Health Savings Accounts, Credit Card Transaction..., Credit Cards, Lines Of Credit, IRAs, Retirement, Retirement Savings, Deposits, Commercial Banking, Sales, Retail Banking, Loan Origination, Credit, Credit Analysis, Customer Service
Education
Grandview High School 2001 — 2005
University of Colorado Denver
Chase August 2015 - Present
Chase July 2013 - Present
IDEAMATICS, INC. July 2007 - June 2013
NVR, Inc. March 2006 - June 2007
K&K Computer, Inc. May 2002 - March 2006
Skills
Software Project..., Project Management, Requirements Analysis, Business Analysis, Program Management, SDLC, SQL, Business Intelligence, Testing, Web Development, SharePoint, Business Process, Vendor Management, Business Process..., Team Leadership, User Acceptance Testing, Software Documentation, Agile Methodologies, Process Improvement, Software Development, Enterprise Architecture, CRM, Information Technology, IT Strategy
Education
University of Delaware - Lerner College of Business and Economics 2011 — 2015
Master of Business Administration (M.B.A.)
Virginia Polytechnic Institute and State University 1998 — 2002
Bachelor of Science (B.S.), Business Information Technology
Vectra Bank Colorado January 2013 - Present
Vectra Bank Colorado October 2010 - January 2013
Chase August 2005 - October 2010
Skills
Sales Operations, Client Relations, Organizational..., Employee Development, Workflow Management, Small Business Lending, Consumer Lending, Commercial Banking, Loan Origination, Customer Service, Leadership, Retail Banking, Finance, Banking, Branch Management, Cross-functional Team..., Credit, Loans
Education
University of Colorado at Boulder 1999 — 2003
Bachelor's degree, Speech Communication and Rhetoric
US Army December 2013 - Present
Chase June 2013 - Present
US Army National Guard June 2008 - Present
JPMorgan Chase December 2011 - June 2013
US Army National Guard May 2008 - March 2009
US Army National Guard May 2005 - May 2008
Skills
Microsoft Office, Organization, Team Leadership, Team Management, Team Building, Training, Management, Friendly Personality, Security Clearance, Military, Military Operations, Military Experience, Command, Process Improvement, Program Management
Education
Wilmington University 2014 — 2017
MBA, Marketing Management
US Army School of Aviation 2010 — 2010
University of Delaware 2004 — 2008
B.S, Organizational Leadership and Consumer Economics
Chase February 2015 - Present
Chase March 2013 - Present
Wells Fargo April 2009 - March 2013
Bank of North Georgia June 2007 - April 2009
SunTrust Bank April 2001 - June 2007
Skills
Banking, Loans, Commercial Banking, Portfolio Management, Finance, Cash Flow, Mergers, Small Business Lending, Commercial Lending, Loan Origination, Credit, Credit Analysis, Private Banking, Asset Based Lending, Sales, Lines Of Credit, Asset Management, Branch Management, Cash Flow Lending, Cash Management, Commercial Real Estate, Construction Loans, Consumer Lending, Credit Risk, Mergers & Acquisitions, Sales Management, Commercial Mortgages, Merchant Services, Mortgage Lending, Refinance, Relationship Management, Risk Management, Small Business, Strategic Financial..., Treasury Management, Business Relationship..., Community Outreach
Education
Wells Fargo College of Commercial Credit 2012 — 2012
University of Central Florida 1996 — 2000
BS, Finance
Nike, Inc. September 2014 - Present
Nike, Inc. April 2013 - August 2014
IBM January 2013 - March 2013
KOIN-TV September 2012 - January 2013
Chase February 2012 - January 2013
Africa Bridge August 2010 - May 2011
AIESEC July 2009 - June 2010
Ernst & Young July 2009 - October 2009
AIESEC July 2008 - June 2009
Skills
Team Management, Accounting, Financial Analysis, Financial Reporting, Team Leadership, Strategic Planning, Finance, Financial Accounting, Budgets, Account Reconciliation, Analysis, Financial Statements, Leadership, Management, Teamwork, Business Strategy, Research, Event Management, Project Management
Education
University of Dar es Salaam 2007 — 2010
BCOM, Finance
Maua Seminary 2005 — 2007
EGM, Business
Trend Micro June 2015 - Present
Trend Micro February 2014 - Present
Teleplan International June 2012 - February 2014
Educational Products Inc. January 2011 - May 2012
Chase September 2006 - December 2010
Skills
Human Resources, Staffing Coordination, Employee Benefits, Employee Relations, Employee Training, Employee Engagement, Microsoft Office, Onboarding, Payroll, Employee Orientations, Spanish-speaking, Sourcing, HRIS, Paychex, Customer Service, Branch Banking, Applicant Tracking...
Education
University of Central Oklahoma 2006 — 2008
Master of Arts (M.A.), School Psychology
University of Oklahoma 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Chase April 2008 - Present
The Home Depot December 2005 - March 2009
Skills
Investments, Management, Team Building, Sales, Credit, Finance, Financial Services, Mortgage Lending, Portfolio Management, Spanish, Economics, Econometrics, Mathematical Economics, Information Technology, Health Economics, Leadership Development, Game Theory, Labor Economics, Anti Money Laundering, Financial Modeling, Corporate Finance, Microsoft Excel, Microsoft Word, Stata, Microeconomics, Macroeconomics, PowerPoint, Outlook, Visual Basic, Financial Analysis, Public Economics, Customer Service, Retirement Planning, Mutual Funds, Banking, Regression Analysis, Loans, Data Mining
Education
University of Central Florida
Bachelor of Arts (B.A.), Economics
ValuEngine Inc. August 2013 - February 2014
Chase November 2010 - August 2012
Gamer HQ April 2003 - October 2010
Skills
Business Development, Sales Management, Marketing, Finance, Sales Operations, Time Management, Social Media Marketing, Public Relations, Management, Account Management, Client Relations Skills, Notary Public, Logistics, Entrepreneurship
Education
University of Central Florida 1996 — 2003
Mental Health
David Restaurant Group April 2011 - September 2011
David Restaurant Group 2007 - 2009
Chase 2006 - 2007
Chase 2004 - 2006
David Restaurant Group 2001 - 2004
David Restaurant Group 1999 - 2001
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Teamwork, Time Management, Leadership, Inventory Management, Research, Budgets, Accounting, Food, Food Safety, Start-ups, Data Analysis, Financial Accounting, Social Media Marketing, POS
Education
University of Cincinnati College of Business 2011 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
University of Cincinnati-Clermont College 2008 — 2010
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Xavier University 2003 — 2005
Natural Sciences
Chase March 2013 - Present
Skills
Customer Satisfaction, Aerospace, Program Management, Engineering, Cross-functional Team..., Process Improvement, Continuous Improvement, Earned Value Management, Engineering Management, Process Engineering, Project Engineering, Manufacturing, Lean Manufacturing, Team Leadership, Project Management, Leadership, Systems Engineering, Management, Business Development, Operations Management, CRM, Team Building
Education
University of Delaware 1988 — 1998
Bachelor of Applied Science (BASc)
T. Rowe Price April 2014 - Present
Chase September 2013 - April 2014
Wells Fargo June 2011 - July 2012
Wells Fargo June 2006 - June 2011
Skills
Consumer Lending, Small Business Lending, Loans, Lines Of Credit, Mortgage Lending, Credit, Banking, Commercial Lending, Commercial Banking, Retail Banking, Home Equity, Cross Selling, Refinance, Home Equity Lines of...
Education
University of Colorado at Colorado Springs 2006 — 2013
Bachelors of Science in Business, Emphasis in Finance, 3.7 GPA in Finance Emphasis
Colorado Business Bank January 2009 - Present
Colorado Business Bank 2009 - 2010
Colorado Business Bank January 2008 - February 2009
J P Morgan Chase April 1985 - April 1998
J P Morgan Chase April 1985 - April 1998
Chase April 1985 - April 1998
Skills
Treasury Management, Banking, Cash Management, ACH, Electronic Payments, Investments, Treasury Services, International Banking..., Internet Banking, Relationship Management
Education
University of Colorado Boulder 1980 — 1984
BA, Economics
Chase June 2013 - Present
Bank of America 2005 - May 2013
Reese and Carney, LLP 2003 - 2004
MBNA 2002 - 2003
Skills
Banking, Training, Management, Customer Service, Accounting, Human Resources
Education
University of Delaware 2000 — 2003
BS, Marketing
J.P. Morgan Private Bank July 2010 - Present
Chase November 2006 - July 2010
Chase May 2004 - November 2006
Cintas September 2002 - December 2003
Skills
Microsoft Office, Direct Sales, Sales Management, Financial Analysis, Secured Lending, Consumer Lending, Small Business Lending, Credit, Private Banking, Commercial Lending, Secured Financing, Sales, Investments, Risk Management, Loans, Credit Analysis, Banking, Finance
Education
University of Denver - Daniels College of Business 2008 — 2011
MBA, Finance
University of Colorado at Boulder 1997 — 2001
B.A., Anthropology
JPMorgan Chase & Co. July 2015 - Present
Chase April 2014 - June 2015
Fifth Third Bank November 2012 - April 2014
Mimis Cafe March 2007 - April 2013
Education
University of Central Florida - College of Business Administration 2007 — 2011
Bachelor of Science (BS), Finance, General, 3.51
Minor Music November 2009 - Present
Chase July 2008 - September 2009
Gmac May 2007 - July 2008
Education
University of Colorado Boulder 2001 — 2005
Bachelor's degree, Computer Science
Chase May 2012 - Present
Clothes Mentor August 2012 - February 2013
Skip's BagelDeli May 2008 - August 2012
Skills
Finance, Computers, Communication, Problem Solving, People-oriented, Great Motivator, Retail, Retail Banking, Time Management, Management, Banking
Education
University of Cincinnati 2012 — 2013
Bachelor of Arts (B.A.), Organizational Leadership
University of Cincinnati-Clermont College 2011 — 2012
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Chase January 2015 - Present
TCF Bank September 2013 - January 2015
Private Employer September 2007 - June 2011
Office of Congresswoman Betsey Markey September 2010 - November 2010
Romanoff for Colorado May 2010 - August 2010
Office of Congressman Jared Polis June 2009 - August 2009
Skills
International Relations, Political Campaigns, Microsoft Office, PowerPoint, Social Media, Research, Economics, Policy Analysis, Politics, Public Policy, Editing, Data Analysis, Nonprofits, Notary Public, Public Speaking, Writing, Microsoft Word, Event Planning, Customer Service, Training
Education
University of Denver - Sturm College of Law 2012 — 2013
Doctor of Law (J.D.)
University of Colorado at Boulder 2007 — 2011
BA, Political Science, History, Econonimics
Go Mozaic August 2010 - Present
Boddie Documents January 1998 - Present
Chase May 2014 - January 2015
Standard Register 1981 - 1997
Skills
Strategic Planning, Budgeting, Document Management, Small Business, New Business Development, Operations Management, Print on Demand, Budgets, Team Building, Leadership Development, Business Strategy, Print On Demand, Entrepreneurship, B2B, Account Management, Start-ups, E-commerce, Negotiation, Financial Analysis, Executive Management, Outsourcing, Forecasting, Sales, Sales Management, Management, Strategy, Business Development, Program Management, Finance, Leadership, Public Speaking, Project Management, Process Improvement, Cross-functional Team..., Marketing, Customer Service, Training, Marketing Strategy, Coaching
Education
University of Pennsylvania - The Wharton School 2013 — 2013
Certificate, Accounting and Finance
University of Dayton
BBA, Finance
Fidelity Bank of Florida, N.A. March 2015 - Present
Chase March 2013 - March 2015
Fidelity Bank of Florida October 2011 - March 2013
Garant International, LLC March 2007 - October 2011
Florida Bank of Commerce December 2004 - March 2007
Skills
Commercial Banking, SBA 504, Revolving Lines of..., Equipment Financing, Commercial Real Estate, Derivatives, SBA 7a, 1031 Exchanges, Banking, Cash Management, Commercial Lending, Condos, Credit, Credit Analysis, Credit Risk, Finance, Foreclosures, Investment Properties, Lines Of Credit, Loans, Management, Mortgage Lending, Portfolio Management, REO, Real Estate, Retail Banking, SBA, Sales, Sellers, Short Sales, Small Business, Small Business Lending, Strategic Planning, Treasury Management, Waterfront
Education
Webster University 1997 — 1999
MBA, Finance
University of Central Florida 1990 — 1995
BS, Finance
Johnson & Johnson May 2015 - Present
Chase June 2014 - August 2014
Johnson & Johnson June 2013 - January 2014
University of Delaware January 2013 - June 2013
Ameriprise Financial Services, Inc. November 2011 - December 2012
Skills
Visual Basic, Microsoft Excel, SAP, Forecasting, Bloomberg, FactSet, DCF Valuation, ArcGIS
Education
Passed Level 1 of the CFA Program
University of Delaware 2010 — 2014
Bachelor of Science (BS), Finance
University of Delaware 2010 — 2014
Bachelor of Science (B.S.), Environmental & Resource Economics
JPMorgan Chase & Co. July 2015 - Present
University of Delaware June 2012 - May 2015
JPMorgan Chase June 2014 - December 2014
Chase June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Photoshop, Public Speaking, English, Python, Visual Basic, SQL, XML, Business Process, Event Planning, Management
Education
University of Delaware 2011 — 2015
Bachelor of Science (B.S.), Management Information Systems, General
University of Delaware - Lerner College of Business and Economics 2011 — 2015
Bachelor's Degree, Management Information Systems, General
University of Delaware August 2014 - Present
Chase June 2015 - August 2015
White Clay Creek Country Club January 2013 - May 2015
Education
University of Delaware 2013 — 2017
Bachelor, Computer Engineering, Class of 2017
Charter School of Wilmington
Live Oak Bank April 2015 - Present
Barclaycard November 2011 - April 2015
Sallie Mae September 2009 - November 2011
Chase March 2008 - September 2009
ING Direct, USA April 2004 - March 2008
Bank One June 1998 - April 2004
Skills
Relationship Management, Cross Selling, Marketing Strategy, Multi-channel Marketing, Direct Marketing, Segmentation, Retail Banking, Customer Experience, Financial Services, Digital Marketing, Leadership, Sales, Consumer Marketing, Vendor Management, Operational Bank..., Call Center, Online Marketing, Core Processing FIS..., Competitive Analysis, Banking, Analytics, Credit Cards, Customer Acquisition
Education
University of Delaware 1992 — 2007
BA, Criminal Justice/Political Science
The University of Notre Dame Mendoza College of Business August 2015 - Present
Chase February 2013 - July 2015
Chase June 2011 - February 2013
Colorado Athletic Club June 2010 - May 2011
Education
University of Notre Dame - Mendoza College of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Colorado Boulder 2006 — 2010
BA, International Affairs, Economics
Chase September 2015 - Present
Chase June 2011 - September 2015
Chase June 2003 - June 2011
Skills
Retail Banking, Banking, Management, Consumer Lending, Customer Service, Leadership, Credit
Education
University of Central Florida - College of Business Administration 1997 — 2000
Bachelor of Science (B.S.), Economics
Valmet January 2015 - Present
LifeStyle Homes May 2013 - June 2014
DRASH April 2013 - May 2013
University of Central Florida August 2010 - December 2012
Chase 2004 - 2009
Skills
Financial Analysis, Customer Service, Sales, Marketing, Microsoft Office, Capital Budgeting, Finance, Risk Management, Corporate Branding, Cold Calling, Loans, Mortgage Lending, Credit, Banking, PowerPoint, Investments, Account Reconciliation, Brand Development, Brand Management, Data Entry, Direct Sales, Social Media Marketing, Time Management, Management, Accounting, Leadership, Analysis, Microsoft Excel, General Ledger, Outlook, Access, Microsoft Word, Inventory Management, Training, Budgets, Social Networking, Customer Satisfaction, Team Building, Facebook, Strategic Planning, Negotiation, Contract Negotiation, Business Development
Education
University of Central Florida 2010 — 2012
B.S.B.A, Finance
Edison State College 1997 — 1999
A.A, General Studies
Coldwell Banker August 2015 - Present
Chase January 2013 - July 2015
Wells Fargo Home Mortgage March 2005 - November 2012
Skills
Mortgage Banking, Mortgage Lending, FHA, VA loans, Loans, Refinance, Loan Origination, First Time Home Buyers, Real Estate, Sales, Investment Properties, Short Sales, Real Estate Transactions, Referrals, Single Family Homes, Residential Homes, Investors, Customer Service
Education
University of Central Florida 1995 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Chase July 2014 - Present
JPMorgan Chase May 2012 - June 2014
EDiS Company May 2011 - February 2012
Skills
Data Analysis, Advertising, Microsoft Office, New Business Development, Financial Analysis, Research, Tableau, Microsoft Excel, Teamwork, PowerPoint, Competitive Analysis, Database Admin, Blogging, Google Analytics, Database Management, SQL
Education
Wilmington University 2013 — 2015
Master of Business Administration (MBA)
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Bachlor of Science
University of Delaware
Young Consulting Group August 2014 - Present
Chase June 2014 - August 2014
Christensen Tamburri Communications January 2014 - January 2014
Zoe Graphics January 2014 - January 2014
SmartMark Communications May 2013 - August 2013
Angelo's Pizzaria September 2007 - July 2013
Skills
Microsoft Excel, Microsoft Word, Access, PowerPoint, Facebook
Education
University of Delaware 2011 — 2015
Major: Marketing Minor: Spanish
First Community Mortgage - Retail Division March 2015 - Present
Chase April 2011 - November 2014
Chase November 2009 - April 2011
Chase 2007 - 2008
Chase 2003 - 2007
Chase 1999 - 2003
Skills
Sales Management, Business Development, Strategic Analysis, Marketing Communications, Recruiting, Marketing, Loans, Leadership, Analysis, Time Management, Mortgage Lending, Sales, Management, Residential Mortgages, VA loans, Banking, Mortgage Banking, Finance, Program Management, FHA financing, Negotiation, Customer Satisfaction, Refinance, Real Estate, Retail Banking, Account Management, Coaching, Strategic Planning, Relationship Management, Budgets, Customer Service, New Business Development, Underwriting, Credit, Risk Management, Team Building, FHA, Loan Origination, Networking, Training
Education
University of Cincinnati College of Business 1991 — 1995
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Related Realty February 2014 - Present
Jameson Sotheby's International Realty July 2013 - January 2014
Jameson Sotheby's International Real Estate May 2012 - June 2013
Chase November 2011 - May 2012
Chase July 2009 - November 2011
Reliance Care September 2008 - March 2009
Skills
Data Entry, Outlook, PowerPoint, Word, Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Research, Lotus Notes, Social Networking, Call Center, File Management, Data Analysis, Finance, Accounts Receivable
Education
University of Colorado at Boulder 2004 — 2008
Bachelor of Arts, Psychology & Sociology
Nations Default Services August 2015 - Present
Fifth Third Bank February 2006 - June 2015
National City Mortgage (kna PNC) December 2002 - February 2006
Chase 2001 - 2001
Citigroup (Associates Financial Services Company) 1985 - 2001
Skills
Real Estate Owned..., Default Servicing, People Leadership, Quality & Compliance, Operations Management, Foreclosure &..., Default, Foreclosures, REO, Real Estate, Loss Mitigation, Bankruptcy, Loan Origination, Property, Leadership, Valuation, Credit, Banking, Mortgage Lending
Education
University of Colorado Boulder 1977 — 1981
BS, Arts & Science
Douglas County High School, Castle Rock, CO 1974 — 1977
PwC Deals August 2015 - Present
PwC Deals June 2014 - August 2014
Chase June 2013 - May 2014
Apple March 2012 - May 2013
Education
University of Delaware 2012 — 2015
Honors Bachelor of Science (BS)
Citi January 2014 - Present
Citi December 2011 - January 2014
Citi 2002 - 2003
Citi 2000 - 2002
Chase Manhattan Bank 1998 - 2000
Chase Manhattan Bank 1996 - 1998
Chase Manhattan Bank 1995 - 1996
Chase 1991 - 1994
Chase 1987 - 1991
Chase 1985 - 1987
Skills
Strategy, Direct Marketing, Marketing, Marketing Strategy
Education
University of Delaware 1989 — 1992
Master's, Business Administration
University of Delaware 1981 — 1985
BS, Accounting
Chase September 2014 - Present
JPMorgan Chase May 2012 - September 2014
JPMorgan Chase September 2011 - April 2012
University of Delaware January 2011 - February 2011
Skills
Accounting, Financial Accounting, Financial Analysis, Critical Thinking, Problem Solving, Account Reconciliation, Management Accounting, Cost Accounting, Accounting System, Financial Markets, International Economics, Formulas, Banking, Networking, Derivatives, Management, Leadership
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Bachelor’s Degree, Double Major in Accounting and Finance with a Minor in International Business
US Bank Home Mortgages March 2015 - Present
Chase September 2014 - March 2015
PHH Home Loans, LLC. May 2014 - September 2014
Fifth Third Bank July 2013 - May 2014
PNC Mortgage June 2012 - July 2013
Fifth Third Bank 1996 - July 2012
Skills
Commercial Banking, Management, Loans, Loan Origination, Mortgage Lending, Mortgage Banking, Cross Selling, Customer Service, Insurance, Retail Banking, Sales Management, Sales, Banking, Commercial Lending, Consumer Lending, Credit, FHA, Credit Analysis, FHA financing, Finance, Financial Services, First Time Home Buyers, Lines Of Credit, Marketing, New Business Development, Portfolio Management, Real Estate, Refinance, Residential Mortgages, Selling, Relationship Management, Small Business Lending, Strategic Planning, Team Building, USDA, Underwriting, VA loans
Education
University of Cincinnati 1987 — 1992
Bachelor of Business Administration (BBA), Marketing
Chase February 2013 - Present
Skills
Mortgage Underwriting, Mortgage Banking, Credit Analysis, Credit Risk, Banking, Financial Risk, Finance, Financial Analysis, Microsoft Office, Microsoft Word, Microsoft Excel, Analysis, Credit, Accounts Receivable, Leadership, Real Estate, Risk Management, Underwriting
Education
University of Cincinnati 2007 — 2011
Bachelor’s Degree, Finance, General
City of Oklahoma City Utilities Department August 2015 - Present
United Petroleum Transports May 2015 - August 2015
Chase March 2014 - May 2015
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Finance, Research, Team Building, Access
Education
University of Central Oklahoma 2012 — 2016
Industrial Safety
Chase May 1991 - Present
Skills
Credit Cards, Financial Services, Relationship Management, Segmentation, Analytics, Banking, Direct Marketing, Customer Experience, Strategy, Product Management, CRM, Customer Acquisition, Vendor Management, Multi-channel Marketing, Strategic Partnerships, Business Analysis, Marketing, Customer Retention, Management, Process Improvement
Education
Villanova University 1993 — 1998
Masters, Master of Business Administration
University of Delaware 1986 — 1990
Bachelor of Science (B.S.), Consumer Economics
Huntington National Bank December 2009 - Present
Chase April 2009 - December 2009
Citizens Bank April 2006 - March 2009
Gateway Mortgage January 2002 - March 2006
Delta Air Lines October 1991 - December 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Project Management, Sales Management, Process Improvement, Sales
Education
University of Cincinnati 1996 — 1999
Bachelor's Degree, Political Science and Government
JPMorgan Chase November 2013 - Present
JPMorgan Chase December 2012 - November 2013
JP Morgan Chase December 2009 - December 2012
Chase January 2008 - December 2009
Chase March 2006 - January 2008
Chase March 2005 - March 2006
Chase February 2004 - March 2005
First USA December 2000 - February 2004
Micros Systems May 1996 - December 2000
Skills
Solution Architecture, Process Improvement, IT Management, IT Strategy, IT Operations, Active Directory, Windows Server, Operating Systems, Resource Management, Disaster Recovery, ITIL, Servers, VMware, Virtualization, SDLC, Visio, Security, Enterprise Architecture, Vendor Management, Business Analysis, IT Service Management, Integration, Requirements Analysis, Business Continuity, Unix, Data Center, SharePoint, Software Project..., Databases, PMP
Education
University of Delaware 1990 — 1994
Bachelors of Arts, Organizational Psychology
PSI Personnel, LLC 2011 - Present
Century 21 Alliance April 2003 - October 2014
Chase 1990 - 1995
Skills
Certified Relocation..., ABR, Fine Homes and Estates..., Temporary Staffing, Direct Placement, Onboarding, Reference Checking, Sourcing, Job Descriptions, Job Search, Screening Resumes, Sales Presentations, Social Media Marketing, Real Estate, Sales, Marketing, Contract Negotiation, Relocation, First Time Home Buyers, Customer Service, Investment Properties, Leadership, Management
Education
University of Delaware
Marketing
JPMorgan Chase March 2014 - Present
JPMorgan Chase January 2013 - March 2014
Chase July 2009 - March 2012
Chase February 2008 - July 2009
Chase October 2006 - February 2008
J.P. Morgan August 2005 - October 2006
Skills
Data Analysis, Data Segmentation, Communication, P&L Analysis, Forecasting, Channel Strategy, SQL, Credit Card Analytics, Budget Process, Performance Dashboards, Microsoft Excel, Problem Solving, Presentations, Pricing Strategy, Competitive Analysis, Direct Mail Campaigns, Test Planning, Process Improvement, Database Marketing
Education
University of Delaware 2001 — 2005
Bachelor of Science (B.S.), Marketing, Management Information Systems, Magna Cum Laude
Arrowpoint Partners August 2015 - Present
Clayton November 2012 - July 2015
Boulder Beats March 2010 - October 2012
Chase June 2009 - September 2009
Skills
Social Media, Entertainment, Social Media Marketing, Social Networking, Event Planning, Event Management, Online Advertising, Composition, Connectivity, Risk Assessment, Risk Management, Marketing, Finance, Microsoft Office, Data Analysis, Microsoft Excel, Miscrosoft Access, Marketing Strategy, Analysis, Budgets, Portfolio Management, Investments
Education
University of Colorado at Boulder 2007 — 2011
Bachelors, Economics
Legacy High School 2003 — 2007
Cisco May 2013 - Present
Chase August 1992 - May 2013
IBM September 1998 - September 2002
Skills
Business Analysis, SLDC, Securities, Technology, Program Management, Program Development, Project Portfolio..., Software Project..., Business Strategy, Quality Management, Quality Center, Executive Reporting, PMP, SDLC, Information Technology, Analysis, Project Delivery, Vendor Management, Portfolio Management, ITIL, MS Project, Management, Project Management, PMO, Quality Assurance, Project Planning, Business Process, Business Process..., Risk Management
Education
Northwestern Business College 1992 — 1996
Marketing, Business, Economics
University of Colorado Denver 2002 — 2003
PCP in Project Management, Program / Project Management
Perficient, an IBM Partner June 2013 - Present
IBM June 2010 - June 2013
SAP Business Objects October 2008 - May 2010
Strongtower Solutions, a SAS Silver Partner June 2006 - September 2008
Chase December 2000 - May 2006
Colonial Penn Life Insurance January 2000 - December 2000
Independence Blue Cross January 1999 - December 1999
Access Group Inc. June 1996 - January 1999
Automated Financial Systems & Littlewood Shain Company June 1995 - June 1996
First USA March 1993 - June 1995
Skills
Account Management, Anomaly Detection, Banking, Basel II, Bayesian networks, Capacity Planning, Coaching, Competitive Analysis, CHAID, Credit Risk, CRM software, Customer Analytics, Database Administration, Data Mining, Data..., Data Warehousing, E-commerce, Econometric Modeling, Enterprise Information..., Enterprise Risk, Essbase, Financial Analysis, Financial Forecasting, Fraud Analysis, Forecasting, Governance, Hyperion, Insurance, Logistic Regression, Loyalty Program..., Lead Generation, Market Risk, Monte Carlo Simulation, Neural Networks, New Business Development, Online Marketing, Online Lead Generation, Operational Risk..., Predictive Modeling, Quality Management, RFP preparation, Roadmap & architecture, SAS/SQL, Software Quality Control, Software Quality..., SPSS, Statistics, Social Media, Team Leadership, Wellness Industry, z/OS
Education
University of Delaware 1985 — 1996
Master's, Statistics
University of Delaware 1983 — 1985
BSME, Mech Engineering
University of Notre Dame 1981 — 1983
Bachelor, Mechanical Engineering
Salesianum School 1977 — 1981
College Prep, College Prep
Chase June 2011 - Present
Education
University of Cincinnati 2007 — 2011
Bachelor's degree, Economics
University of Cincinnati College of Business 2007 — 2011
Bachelor of Arts (B.A.), Business/Managerial Economics
American Express Global Business Travel November 2014 - Present
JPMorgan Chase July 2013 - November 2014
JPMorgan Chase July 2011 - June 2013
JP Morgan Chase January 2011 - May 2011
Chase June 2010 - August 2010
Dominion Payroll Services June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Business Objects, SAP, Communication, Teamwork, Time Management
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
BS, Finance
The Money Source, Servicing Division March 2015 - Present
MB Financial Bank Mortgage formerly Cole Taylor Mortgage October 2013 - March 2015
Wells Fargo Home Mortgage November 2012 - October 2013
First American Title April 2012 - November 2012
Chase September 2010 - April 2012
Phoenix Asset Management January 2007 - August 2010
Accutitle Agency (Lerner, Sampson, & Rothfuss) September 2004 - September 2006
US Bank, NA April 2001 - September 2004
Traveler’s Bank & Trust September 2000 - March 2001
National City Bank September 1998 - September 2000
Skills
REO, Foreclosures, Loans, Evictions, FHA, Real Estate Transactions, Short Sales, Real Estate, Referrals, Mortgage Lending, Residential Homes, Investment Properties, Investments, Customer Service, Sales, Microsoft Office, Property Management, First Time Home Buyers, Relocation, Sellers, Registered Vendor in..., HUD, Refinance, Loan Servicing, Default Loan Servicing, Change Management, Operations Analysis
Education
University of Cincinnati 2011 — 2015
Bachelor of Arts (B.A.), Psychology
University of Cincinnati 2008 — 2010
AA, Psychology
Gartner September 2015 - Present
Chase April 2013 - September 2015
Chase February 2011 - April 2013
Chase July 2010 - February 2011
JPMorgan Chase March 2008 - July 2010
Enterprise Rent-A-Car June 2007 - March 2008
Skills
Commercial Lending, Cash Management, Sales, Sales Management, Sales Operations, Sales Process, Anti Money Laundering, KYC, Client Development, Manage Client..., Credit Analysis, Banking, Loans, Credit, Relationship Management, Customer Retention
Education
University of New Haven 2006 — 2007
Master's Degree, History Teacher Education
University of Connecticut 2003 — 2006
Bachelor's Degree, History
Bank of Tokyo-Mitsubishi UFJ October 2013 - Present
AIG August 2011 - September 2013
Chase January 2011 - July 2011
Chase October 2009 - December 2010
JPMorgan Chase April 2005 - October 2009
Citi May 2004 - April 2005
Skills
Analysis, Management, Strategic Financial..., Strategic Planning, Accounting, Banking, Corporate Finance, Finance, Financial Analysis, Financial Modeling, Financial Planning, Financial Reporting, Financial Services, Insurance, Investment Banking, Managerial Finance, Mergers, Project Planning, Risk Management
Education
University of Delaware 1988 — 1992
Bachelor of Science (BS), Accounting
Universal American Mortgage Company (UAMC) / Lennar July 2014 - Present
imortgage September 2012 - July 2014
Bank of America March 2008 - June 2012
Wells Fargo November 2007 - March 2008
Beazer Mortgage August 2003 - October 2007
Chase 1995 - 2001
Skills
Mortgage Lending, Loans, Loan Origination, Residential Homes, Sellers, FHA, Banking, Refinance, FHA financing, VA loans, First Time Home Buyers, Investment Properties, USDA, Residential Mortgages, California Real Estate..., Builders, Compliance, Underwriting, Strategic Alliances, VA Loans, FHA Financing
Education
University of Colorado Boulder
Bachelor's degree
University of La Verne
MBA Program
Avaya July 2014 - Present
Sunturn, Inc. January 2012 - July 2014
Avaya November 2008 - January 2012
Chase 2006 - 2008
Wells Fargo May 2005 - June 2006
Skills
Unified Communications, Managed Services, Solution Selling, VoIP, Telephony, Avaya, Telecommunications, SIP, Call Centers, Call Center, Direct Sales, Sales Management, Sales, Account Management, Salesforce.com, Channel Partners, Selling, LAN Switching, Channel, Software Solution Sales, Avaya Technologies, Contact Centers, SIP Trunking, IVR
Education
University of Colorado at Boulder
BA/BS, Management
Chase 2012 - Present
The Andrew McDonough B+ Foundation 2007 - Present
Visa, Inc. March 2011 - January 2012
Wilmington Trust 2004 - 2011
JUNIPER BANK (Barclays) 2000 - 2002
FIRST USA/BANK ONE (JPMorgan Chase) 1995 - 2000
WARNER-LAMBERT (Pfizer) 1989 - 1993
Skills
Digital Marketing, Strategy, Online Advertising, Advertising, Marketing, Start-ups, Market Research, Creative Direction, Leadership, Management, Product Development, Strategic Communications, Strategic Planning, Project Management, User Experience
Education
COLUMBIA UNIVERSITY Graduate School of Business
MBA, Marketing
University of Delaware
BS, Merchandising/Advertising
Integra Realty Resources September 2005 - Present
Chase 1986 - 1990
Skills
Commercial Real Estate, Contract Negotiation, Construction, Property, Negotiation, Social Media, Investors, Budgets, Alternative Investments, Microsoft Excel, Real Estate Economics, Financial Analysis, Asset Managment, Finance, Location Intelligence, Appraisals, Feasibility Studies, Property Management, Business Planning, Mergers, Financial Modeling, Strategic Planning, Real Estate, Brokerage, Shopping Centers, Real Estate Development, Leases, Fundraising, Valuation, Financial Reporting, Portfolio Management, Microsoft Office, Market Analysis, Customer Service, Banking, Forecasting, Residential Homes, Real Property, Risk Management, Expert Witness, Accounting, Sales, Corporate Finance, Outlook, Real Estate Transactions, Due Diligence, Analysis, Real Estate Financing, Marketing Strategy, Investments
Education
University of Connecticut 1979 — 1983
BS, Finance
Chase October 2006 - Present
Education
University of Connecticut 1969 — 1970
Chase October 2011 - Present
Education
University of Delaware 2004 — 2006
MBA, Executive Program
Chase January 2010 - Present
ImportedJacks July 2009 - January 2010
My Ad Butler January 2008 - December 2009
Agents and Corporations, Inc. May 2006 - January 2008
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2008
Bachelor of Science (BS), Marketing
JPMorgan Chase January 2014 - Present
JP Morgan Chase November 2010 - Present
JPMorgan Chase February 2009 - February 2011
JP Morgan Chase October 1997 - January 2009
Chase 1997 - January 2009
Education
University of Cincinnati
BM
University of Delaware
MBA, Marketing
JPMorgan Chase July 2011 - April 2014
JPMorgan Chase June 2010 - July 2011
Chase May 2007 - June 2010
Chase April 2006 - May 2007
Access Group August 2005 - April 2006
MBNA America September 1985 - March 2005
MBNA 2004 - 2005
Credit Protection January 1999 - January 2003
MBNA Marketing Systems January 1995 - January 1997
MBNA Marketing Systems January 1995 - January 1997
Skills
Customer Experience, Multi-channel Marketing, Management, Relationship Management, Credit Cards, Program Management, Business Process, Data Analysis, Leadership, Salesforce.com, Vendor Management, CRM, Analytics, Business Analysis, Financial Services, Process Improvement, Risk Management, Banking
Education
University of Delaware 1978 — 1979
JPMorgan Chase May 2013 - Present
Barclaycard May 2010 - May 2013
Barclaycard July 2006 - May 2010
Chase May 2005 - June 2006
Chase March 2001 - May 2005
Chase November 1997 - March 2001
Chase November 1996 - November 1997
QVC July 1995 - November 1996
Chase November 1993 - July 1995
Chase May 1992 - November 1993
Skills
Process Improvement, Risk Management, Six Sigma, Business Analysis, Financial Services, Program Management, Credit Cards, Operations Management, Outsourcing, Analysis, Operational Excellence, Banking, Business Process..., Change Management, Analytics, Management, Portfolio Management, Leadership, Process Engineering, Quality Assurance, Training, Mergers & Acquisitions, Customer Experience, Relationship Management, Vendor Management, Credit, PMO, BPO, Finance, Forecasting, Financial Risk, Business Strategy, Strategy, Re-engineering, Project Management, Credit Risk, Business Transformation
Education
University of Delaware - Lerner College of Business and Economics 1989 — 1992
MA, Economics
University of Delaware - Lerner College of Business and Economics 1984 — 1988
BA, Economics
Chase Area ManagerChase2007 - Present
Wells Fargo 2004 - Present
chase 2006 - 2007
Education
University of Delaware 1990 — 2007
JP Morgan Chase Bank 2002 - Present
JPMorgan Chase 2002 - Present
JP Morgan Chase 2000 - Present
Chase 1991 - Present
Ocean Atlantic Sotheby's International Realty February 2015 - Present
JPMorgan Chase December 1991 - 2014
JPMorganChase 1991 - 2014
First USA Bank 1991 - 1997
First USA 1991 - 1997
Education
University of Delaware 1985 — 1990
William Penn
Chase July 2014 - Present
Chase May 2013 - July 2014
CapitalOne 2007 - May 2013
MBNA 1993 - 2007
MBNA / Bank of America 1993 - 2006
Skills
Risk Management, Credit, Banking, Credit Cards, Credit Risk, Leadership, Financial Services, Operational Risk, Team Leadership, Financial Risk, Vendor Management, Loans, Strategic Financial..., Risk Assessment, Change Management, AML, Portfolio Management, Consumer Lending, Relationship Management
Education
University of Delaware 1976 — 1980
Bachelor of Science (BS), Interior Design with an Art History concentration
eSeniorLife LLC August 2011 - Present
Chase February 2011 - August 2012
Touchstone Investments December 2007 - December 2010
Allstate Insurance July 2006 - December 2007
AXA Advisors April 2005 - June 2006
PNC Investments January 2004 - April 2005
The Financial Network Group ,Ltd. January 1996 - January 2004
Hibbard Brown / H.J. Meyers October 1988 - December 1995
Skills
Wealth Management, Retirement, Series 7, Series 63, Series 6, Insurance, Fixed Annuities, Investments, Uniform Combined State..., 401k, Financial Advisory, Investment Advisory, Financial Services, New Business Development, Sales, Asset Allocation, Financial Analysis, Selling, Mortgage Lending, Loans, Management, Estate Planning, Marketing
Education
University of Cincinnati 1981 — 1986
BA, Communication and Media Studies
Elder 1976 — 1980
University of Delaware January 2009 - Present
JPMorganChase November 2006 - September 2008
Chase 1999 - 2006
Bank One 2000 - 2003
Skills
Dietetics, Leadership, Program Management, Vendor Management
Education
University of Delaware 2009 — 2013
B.S., Dietetics
University of Phoenix 2002 — 2004
Bachelor of Science (B.S.), Computer and Information Sciences and Support Services
Bank of America August 2015 - Present
RBC Trust Company August 2011 - April 2015
Crothall January 2011 - March 2011
Chase June 2010 - November 2010
Peopleflex Accounting Professionals August 2009 - June 2010
Barthco International October 2008 - May 2009
Kforce Technology Staffing October 2008 - January 2009
Mannington Mills, Inc. December 2007 - August 2008
MBNA America February 2002 - August 2005
AIGM June 2000 - February 2002
Skills
Finance, Analysis, Financial Analysis, Budgets, Insurance, Process Improvement, Management, Research, Program Management, Payroll, Leadership, Business Analysis, Forecasting, Financial Services, Trust Termination, Irrevocable Life..., Personal Trust...
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2008
Master of Business Administration (M.B.A.), Accounting and Finance
University of Delaware 1996 — 2000
Bachelor's Degree, American History (United States), Biology Minor
Salesianum School 1991 — 1995
Project Management Institute October 2007 - Present
De Lage Landen 2004 - 2007
Fidelity 2001 - 2004
Discover Financial Services February 1987 - 2001
Chase 1984 - 1987
Skills
Business Process..., Process Improvement, Project Management, Team Leadership, Team Building, Operations Management, Operating Budgets, Vendor Management..., Cross Functional..., Program Management, Change Management, Management, Strategy, Risk Management, Business Analysis, Vendor Management, Leadership
Education
University of Delaware 1979 — 1983
Bachelor of Science (B.S.), Economics
William Penn High School 1975 — 1979
Chase October 2009 - March 2014
National City Bank February 2009 - August 2009
Sterling Jewelers November 2007 - August 2008
Skills
Series 6, Life and Variable..., NMLS Licensed, Florida Notary, Visual Merchandising, Loss Prevention, Merchandising, Retail, Store Operations, Retail Sales, Inventory Management, Inventory Control, Driving Results, Customer Service, Profit, Cold Calling, Sales
Education
University of Central Florida 2001 — 2006
Bachelor's degree, Business Administration and Management, General
St Lucie West Centennial High School 1998 — 2001
JPMorgan Chase October 2012 - Present
JPMorgan Chase January 2011 - October 2012
JPMorgan Chase January 2007 - January 2011
JPMorgan Chase May 2001 - January 2007
Chase August 2000 - May 2001
Fleet 1990 - 2000
Barclays Bank 1986 - 1991
Skills
Business Analysis, Process Improvement, Cross-functional Team..., SDLC, Credit Cards, Program Management, Financial Services, Product Management, Project Management, Analysis, Banking, Risk Management, Credit, Customer Experience, PMP, Business Process..., Management Consulting, Analytics, Executive Management, Data Warehousing
Education
University of Delaware 1993 — 1994
Accounting, Business
First Guaranty Mortgage Corporation® July 2015 - Present
Chase January 2013 - July 2015
HPSA 2008 - 2012
Ownit Mortgage Solutions 2004 - 2006
U.S. Bank N.A. 1996 - 2004
Skills
Mortgage Lending, Loans, Leadership, FHA financing, Mortgage Banking, Sales, Banking, Credit Analysis, Loan Origination, Underwriting, VA loans, FHA, Credit, Residential Mortgages, Refinance, Small Business Lending, Mortgage Servicing
Education
University of Cincinnati College of Business 1989 — 1992
Archbishop Moeller High School
Chase 1998 - 2003
First USA Bank 1998 - 2003
JP Morgan Chase 1998 - 2003
Education
University of Delaware 1990 — 1995
Financial Services Consultant February 2012 - Present
Federal Deposit Insurance Corporation June 2009 - January 2012
Chase March 2004 - January 2008
Century Mortgage Corporation May 2002 - February 2004
Alcoa January 2000 - October 2001
Scientific Atlanta August 1995 - January 2000
Chase February 1986 - July 1993
Skills
Loans, Banking, Credit, Financial Institutions..., Asset Management, Loan Modification, Loan portfolio, Asset, Internal Audit, Government Loans, Consumer Financial...
Education
University of Central Oklahoma
Master of Business Administration (M.B.A.), Business Administration
University of Central Oklahoma
Bachelor’s Degree, Business Management - Finance
Fisher-Price February 2014 - Present
Fisher-Price February 2007 - April 2014
Perry's Ice Cream June 2005 - February 2007
Chase 2001 - May 2005
WingspanBank.com (A Division of Bank One Corp.) September 1999 - 2001
Conectiv 1998 - August 1999
EMI Music 1992 - 1998
Skills
Public Relations, Social Media Marketing, Press Releases, Marketing Communications, Consumer Products, Media Relations, Blogging, Copywriting, Integrated Marketing, Brand Management, Editing, Social Networking, Facebook, Marketing Strategy, Crisis Communications, Strategic Thinking, Global Strategy, Social Media..., Product Launch Events, Video Production, Celebrity Seeding, Product Placement, Photoshop, Photography, Singing, Creative Writing, Social Media, Publicity, Strategic Communications, Brand Awareness, Event Planning, Newsletters, Sponsorship, Marketing, Publishing, Entertainment, Web Content, Event Management, Strategic Planning, Public Speaking, Content Strategy, Product Marketing
Education
University of Delaware 1987 — 1992
Bachelor of Arts, Music
Chase September 2014 - Present
Inspired In HomeCare April 2013 - May 2014
Diebold March 2009 - April 2013
Diebold July 2006 - August 2009
Diebold March 2002 - September 2006
Skills
Customer Service, Budgets, Process Improvement, Management, Business Development, Security, Project Management, Team Building, New Business Development, Customer Experience, Business Process..., CCTV, Customer Satisfaction, Six Sigma, Salesforce.com, Forecasting, Analysis, Cross-functional Team..., Operations Management, Strategic Planning, Leadership, Vendor Management, Program Management, CRM, Team Leadership, Account Management, Business Analysis, Strategy, Outsourcing, Call Centers, Change Management, Solution Selling, Product Management, Sales Operations, Coaching, Negotiation, Banking, Retail, Training
Education
University of Phoenix 2002 — 2004
MBA, Business Administration and Management, General
University of Cincinnati 1994 — 1999
Bachelor of Business Administration (BBA), Management Information Systems, General
University of Cincinnati College of Business 1994 — 1999
Bachelor of Business Administration (BBA), Information Systems/Entrepreneurship Family Business
Chase April 2014 - Present
BarclaycardUS May 2012 - April 2014
Barclays Bank July 2008 - May 2012
Barclaycard US July 2008 - May 2012
Barclays Bank Delaware August 2006 - July 2008
Barclays August 2006 - July 2008
Barclays 2006 - 2008
MBNA America September 2000 - August 2006
Bank of America 2004 - 2006
Skills
Banking, Credit, Credit Cards, Customer Service, Financial Services, Loans, Marketing, Quality Assurance, Risk Management
Education
University of Delaware 1996 — 2002
Bachelors of Science, Wildlife Conservation
Chase April 2011 - Present
JPMorgan Chase January 2009 - April 2011
JPMorgan Chase October 2002 - December 2008
Skills
Management, Banking, Underwriting, Finance, Financial Analysis, Credit, Asset Managment, Equities, Investments, Microsoft Excel, Asset Management, Real Estate, Leadership, Loans, Business Valuation, Management Consulting, Outlook, Wealth Management, Mortgage Lending, Credit Analysis, Customer Service, Accounting, Business Analysis, Cash Flow, Commercial Lending, Corporate Finance, Due Diligence, Estate Planning, Financial Modeling, Financial Reporting, Financial Services, Forecasting, Portfolio Management, Mutual Funds, Risk Management, Valuation, Strategic Planning, Budgets, Credit Risk, Financial Risk, Small Business Lending, Strategic Financial...
Education
University of Dayton 1998 — 2002
Bachelor Science, Finance
Primary Residential Mortgage August 2012 - January 2014
Chase June 2000 - June 2006
Skills
Mortgage Banking, Credit, FHA, Loan Origination
Education
Gateway Community College 2014 — 2016
Drug and Alcohol Recovery Counseling
University of Connecticut-Stamford 1987 — 1990
Liberal Arts
Chase May 2011 - Present
J.P. Morgan Retirement Plan Services May 2008 - May 2011
Calibre Realty LLC. June 2004 - July 2008
Skills
Banking, Series 63, Credit, Mutual Funds, Investments, Loans, Wealth Management, Series 7, Portfolio Management, Credit Analysis, Securities, Equities, Investment Banking, Fixed Income, Private Banking
Education
University of Colorado Denver 2004 — 2010
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Horizon High School 1996 — 1999
Chase January 2015 - Present
People's United Bank May 2014 - January 2015
People's United Bank March 2013 - May 2014
People's United Bank January 2012 - March 2013
People's United Bank December 2010 - January 2012
Sikorsky Aircraft May 2008 - August 2008
Sikorsky Aircraft May 2007 - August 2007
Skills
Notary Public, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Public Speaking, Proposal Writing, Consumer Lending, Spanish, Loans, Small Business Lending, Payroll
Education
The University of Connecticut
Major General Studies, Minor in Communications
Chase May 2014 - February 2015
Chase September 2007 - May 2014
Chase February 2006 - September 2007
Chase May 2002 - February 2006
University of Colorado Boulder August 2003 - May 2004
Skills
Customer Service, Adobe Creative Suite, Microsoft Office, Film Photography, Social Media, Marketing, Management, Budget Management
Education
College America - Denver Campus 2009 — 2010
Associate's Degree, Graphic Design
University of Colorado Boulder 1999 — 2005
Fine and Studio Arts
University of Colorado Denver 1998 — 1999
Fine/Studio Arts, General
Fidelity Investments November 2014 - Present
Fidelity Investments June 2013 - November 2014
JP Morgan Chase January 2008 - June 2013
Chase January 2008 - June 2013
Skills
Finance
Education
University of Central Florida - College of Business Administration 2008 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
University of Central Florida 2003 — 2007
Bachelor of Science (B.S.), Psychology
Chase May 2002 - Present
Education
University of Central Oklahoma 1996 — 2000
BA, Management Information Systems
Cypress Resources February 2015 - Present
Chase 2014 - 2015
Chase May 2013 - February 2014
Wingspan Portfolio Advisors February 2013 - August 2013
Promontory Financial Group, LLC October 2011 - January 2013
TCBA 2010 - 2011
GreenPoint Mortgage 2005 - 2007
GreenPoint Mortgage 2005 - 2007
Skills
Banking, Financial Analysis, Leadership, Portfolio Management, Project Management, Microsoft Office, Credit Risk, Microsoft Excel, Team Building, Risk Management, Retail Banking, Management, Financial Risk, Cash Management, Software Documentation, Training, Sales, Outlook, Credit Cards, Human Resources, Aml, Anti Money Laundering, Enhanced Due Diligence, Banking Compliance, KYC, Fraud Detection, Fraud Investigations, Regulatory Compliance, Complaint Management, Mortgage Industry, Mortgage Banking, Mortgage Underwriting, Due Diligence, Customer Service, Financial Services, Consumer Lending, Loss Mitigation, Finance
Education
University of Central Oklahoma 1981 — 1995
Finance and Financial Management Services
ACAMS
University of Central Oklahoma
Bachelor of Science (B.S.), Banking and Financial Support Services
chase 1990 - Present
JP Morgan Chase October 2006 - August 2010
JP Morgan Chase 2004 - 2006
JP Morgan Chase 2003 - 2004
JP Morgan Chase 2001 - 2003
JP Morgan Chase 1998 - 2002
JP Morgan Chase 1996 - 1998
JP Morgan Chase 1993 - 1996
JP Morgan Chase 1990 - 1993
Citibank 1985 - 1990
Education
University of Delaware 1984 — 1986
Civil Engineering
Laurel Senior High School 1980 — 1984
Diploma, College Prep
Chase 2015 - Present
GE Capital Retail Bank March 2011 - Present
Sun Microsystems Inc./Oracle September 1987 - October 2010
Skills
Credit, Financial Analysis, Risk Management, Banking, Leadership, Analysis, Finance, Portfolio Management, Accounting, Customer Service
Education
Denver University
Project Management, Information Technology Project Management
University of Colorado Denver
Project Management
Fannie Mae November 2013 - Present
Fannie Mae November 2008 - Present
First American Title 2008 - 2008
Chase 2006 - 2008
Skills
Appraisals, REO, Team Leadership, Sales Management, Marketing, Property Management, Foreclosures, Real Estate, Analysis, Contract Negotiation, Asset Managment, Microsoft Word, Microsoft Excel, PowerPoint, Risk Management, Short Sales, Property, Training, Asset Management, Residential Homes
Education
University of Central Oklahoma 1997 — 2000
Bachelor of Science (BS), Education
Chase May 2014 - Present
Chase June 1997 - Present
First USA 1997 - 2001
Skills
Business Process..., Portfolio Management, Product Management, Microsoft Excel, Strategy, Relationship Management, Financial Services, Credit, Financial Analysis, Business Analysis, Credit Risk, Sales, Strategic Planning, Business Development, Management, Project Management, Customer Service, CRM
Education
University of Delaware
Economics
University of Delaware
Bachelor's degree, Economics
Chase January 2007 - Present
Education
University of Colorado at Boulder
chase July 1998 - Present
Education
University of Delaware 1994 — 1998
ba, economics
Eclipse Advantage October 2012 - Present
Chase August 2007 - October 2012
Skills
Microsoft SQL Server, Toad, Cognos, Cognos Framework, Access, Microsoft Excel, Apex Programming, Data Analysis, Databases, Analysis, Data Modeling, ETL, SDLC, Data Warehousing, SQL, Process Improvement, Business Analysis, Leadership, Risk Management, Vendor Management, Project Management, Banking, Credit, Management
Education
University of Central Florida 2008 — 2010
Bachelor of Science (BS), Management Information Systems, General
Chase February 2012 - Present
Skills
Banking, Investment Advisory, Financial Analysis, Strategic Financial...
Education
University of Connecticut 2011 — 2015
Bachelor's degree, Finance, General
Ferm Associates March 2014 - Present
Chase 2004 - 2006
Applied Card Systems 2002 - 2004
Skills
Financial Services, Leadership, Management, Banking, Credit, Strategic Planning
Education
Wilmington University 2014 — 2016
Master of Business Administration (MBA), Accounting
University of Delaware 2007 — 2011
BS, Finance
University of Delaware 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General, Management Information Systems
Chase March 2013 - Present
Chase January 2006 - March 2013
Skills
Notary Public
Education
University of Central Florida 2008 — 2012
Bachelor of Arts (BA), Interdisciplinary Studies: Humanities; Language. Minor: Education
Cincinnati Public Schools August 2014 - Present
Wright-Patt Credit Union June 2013 - February 2014
ProCamps Worldwide October 2012 - February 2013
PNC August 2011 - June 2012
Chase May 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Word, Windows, Customer Service, Marketing, Microsoft Excel
Education
University of Cincinnati College of Business 2013 — 2015
Master of Science (M.S.), Marketing
University of Cincinnati College of Business 2010 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Walnut Hills High School
Chase June 2015 - Present
Education
University of Colorado Denver 2013 — 2017
Business and Personal/Financial Services Marketing Operations
University of Colorado Denver 2012 — 2017
Business and Personal/Financial Services Marketing Operations