Chase Cardmember Services
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Chase Cardmember Services Employees
Employee
Years
Job
Industry
John Baldi CPA, PFS, MBA John Baldi CPA, PFS, MBA's Chase Cardmember Services Experience 2000 - December 2005
Job Wealth accumulation, wealth preservation, retirement planning
Industry Financial Services
Experience
John A. Baldi MBA, PFS, CPA February 2013 - Present
FPA long island 2005 - 2015
FPA long island 2005 - 2015
Castle financial Advisors December 2005 - February 2013
Castle Financial Advisers 2005 - February 2013
Financial planning assocciation of long island 2006 - 2012
St Patrick's Church Smithtown 1996 - 2010
John A Baldi CPA 1982 - 2010
JPMorgan Chase June 2000 - December 2005
Chase Cardmember Services 2000 - December 2005
Skills
401k, Investments, Strategic Financial..., Life Insurance, Estate Planning, Long-term Care, Asset Managment, Retirement Planning, Disability Insurance, Retirement, Health Insurance, Wealth Management, Fixed Annuities, Financial Planners, Investment Advisory, Mutual Funds, Pensions, Portfolio Management, Securities, Asset Management, Mergers & Acquisitions, Tax, Investment Strategies, Small Business, Equities, Asset Allocation, Risk Management, IRAs, Credit, Financial Risk, Personal Finance, Wealth Management..., Financial Advisory, Wealth Accumulation, Finance, Financial Services, High Net Worth..., Series 7, Alternative Investments, Personal Financial..., Series 63, Insurance, Financial Planning
Education
Long Island University, C.W. Post Campus 1994 — 2012
Financial planning
Dowling College 1982 — 1985
MBA, Business and finance
Dowling College 1980 — 1982
BS - accounting, Accounting & Business
St Anthony's
John A. Baldi MBA, PFS, CPA February 2013 - Present
FPA long island 2005 - 2015
FPA long island 2005 - 2015
Castle financial Advisors December 2005 - February 2013
Castle Financial Advisers 2005 - February 2013
Financial planning assocciation of long island 2006 - 2012
St Patrick's Church Smithtown 1996 - 2010
John A Baldi CPA 1982 - 2010
JPMorgan Chase June 2000 - December 2005
Chase Cardmember Services 2000 - December 2005
Skills
401k, Investments, Strategic Financial..., Life Insurance, Estate Planning, Long-term Care, Asset Managment, Retirement Planning, Disability Insurance, Retirement, Health Insurance, Wealth Management, Fixed Annuities, Financial Planners, Investment Advisory, Mutual Funds, Pensions, Portfolio Management, Securities, Asset Management, Mergers & Acquisitions, Tax, Investment Strategies, Small Business, Equities, Asset Allocation, Risk Management, IRAs, Credit, Financial Risk, Personal Finance, Wealth Management..., Financial Advisory, Wealth Accumulation, Finance, Financial Services, High Net Worth..., Series 7, Alternative Investments, Personal Financial..., Series 63, Insurance, Financial Planning
Education
Long Island University, C.W. Post Campus 1994 — 2012
Financial planning
Dowling College 1982 — 1985
MBA, Business and finance
Dowling College 1980 — 1982
BS - accounting, Accounting & Business
St Anthony's
PAUL SINCLAIR, MBA PAUL SINCLAIR, MBA's Chase Cardmember Services Experience 2000 - 2004
Job Consultant Prime Brokerage Product Control at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank June 2013 - Present
Barclays Capital August 2010 - June 2013
UBS Investment Bank 2010 - 2010
Goldman Sachs September 2004 - January 2009
Tiger Management 2009 - 2009
JPMorgan Chase April 2000 - August 2004
Chase Cardmember Services 2000 - 2004
Skills
Equities, Forecasting, Derivatives, Auditing, Budgets, Product Control, Corporate Finance, Finance, Investment Banking, Sarbanes-Oxley Act
Education
Pace University 2003 — 2006
MBA, FINANCIAL MGMT & INT'L BUSINESS
Baruch College, City University of New York (CUNY) 1999 — 2001
BBA, FINANCE & INVESTMENTS
Baruch College, City University of New York (CUNY)
UBS Investment Bank June 2013 - Present
Barclays Capital August 2010 - June 2013
UBS Investment Bank 2010 - 2010
Goldman Sachs September 2004 - January 2009
Tiger Management 2009 - 2009
JPMorgan Chase April 2000 - August 2004
Chase Cardmember Services 2000 - 2004
Skills
Equities, Forecasting, Derivatives, Auditing, Budgets, Product Control, Corporate Finance, Finance, Investment Banking, Sarbanes-Oxley Act
Education
Pace University 2003 — 2006
MBA, FINANCIAL MGMT & INT'L BUSINESS
Baruch College, City University of New York (CUNY) 1999 — 2001
BBA, FINANCE & INVESTMENTS
Baruch College, City University of New York (CUNY)
Carolyn Amstone Carolyn Amstone's Chase Cardmember Services Experience October 1993 - December 1997
Job Experienced Project Execution and Communications Manager Seeks New Opportunity
Industry Food & Beverages
Experience
Coca-Cola Refreshments July 2010 - Present
Solid Gold Entertainment, Inc. January 2005 - Present
Coca-Cola Refreshments July 2009 - July 2010
Wild Realty and Investment Co. and Coldwell Banker June 2004 - June 2010
JPMorgan Chase January 1998 - May 2004
Chase Cardmember Services October 1993 - December 1997
Skills
Performance Management, Customer Satisfaction, Vendor Management, Project Management, Event Planning, Training, Management, Change Management, Process Improvement, Call Centers, Leadership, Call Center, Team Building, SharePoint, Microsoft Excel, Public Speaking, Microsoft Office, Marketing, Negotiation, Banking, Cross-functional Team..., Networking, Business Process..., Program Management, Strategy, Access, Analysis
Education
University of South Florida 1985 — 1987
Bachelor of Arts, Communication
Coca-Cola Refreshments July 2010 - Present
Solid Gold Entertainment, Inc. January 2005 - Present
Coca-Cola Refreshments July 2009 - July 2010
Wild Realty and Investment Co. and Coldwell Banker June 2004 - June 2010
JPMorgan Chase January 1998 - May 2004
Chase Cardmember Services October 1993 - December 1997
Skills
Performance Management, Customer Satisfaction, Vendor Management, Project Management, Event Planning, Training, Management, Change Management, Process Improvement, Call Centers, Leadership, Call Center, Team Building, SharePoint, Microsoft Excel, Public Speaking, Microsoft Office, Marketing, Negotiation, Banking, Cross-functional Team..., Networking, Business Process..., Program Management, Strategy, Access, Analysis
Education
University of South Florida 1985 — 1987
Bachelor of Arts, Communication
John Biddle John Biddle's Chase Cardmember Services Experience September 1999 - May 2002
Job Experienced Information Technology Manager
Industry Information Technology and Services
Experience
JP Morgan Chase May 2002 - March 2006
Chase Cardmember Services September 1999 - May 2002
JPMChase February 1994 - September 1999
Education
University of South Florida 1983 — 1985
MBA, Finance
Boston University 1972 — 1974
BA, Philosophy, English
JP Morgan Chase May 2002 - March 2006
Chase Cardmember Services September 1999 - May 2002
JPMChase February 1994 - September 1999
Education
University of South Florida 1983 — 1985
MBA, Finance
Boston University 1972 — 1974
BA, Philosophy, English
Elece Maguire, MBA, CRCM's Chase Cardmember Services Experience January 1994 - October 1997
Job VP and Compliance Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2005 - Present
WELLS FARGO September 2005 - December 2006
METRIS COMPANIES, INC Scottsdale, Arizona July 2004 - September 2005
PRICEWATERHOUSECOOPERS, LLP March 2003 - July 2004
METRIS COMPANIES, INC Scottsdale, Arizona July 2002 - March 2003
GE TRAVEL MANAGEMENT SERVICES February 2000 - July 2002
PETSMART, INC May 1999 - February 2000
GREENTREE FINANCIAL CORPORATION October 1997 - May 1999
CHASE CARDMEMBER SERVICES January 1994 - October 1997
Skills
Internal Audit, Banking, Credit Cards, Fraud, Mortgage Lending, Quality Assurance, Risk Management, Due Diligence, Auditing, Financial Analysis, Process Improvement, Credit, Financial Risk, Sarbanes-Oxley Act, Financial Reporting, Risk Assessment, Financial Services, Management, Finance, Leadership, AML
Education
University of Phoenix 1996 — 1998
MBA, Business Administration
Arizona State University 1990 — 1993
BS, Economics
Wells Fargo September 2005 - Present
WELLS FARGO September 2005 - December 2006
METRIS COMPANIES, INC Scottsdale, Arizona July 2004 - September 2005
PRICEWATERHOUSECOOPERS, LLP March 2003 - July 2004
METRIS COMPANIES, INC Scottsdale, Arizona July 2002 - March 2003
GE TRAVEL MANAGEMENT SERVICES February 2000 - July 2002
PETSMART, INC May 1999 - February 2000
GREENTREE FINANCIAL CORPORATION October 1997 - May 1999
CHASE CARDMEMBER SERVICES January 1994 - October 1997
Skills
Internal Audit, Banking, Credit Cards, Fraud, Mortgage Lending, Quality Assurance, Risk Management, Due Diligence, Auditing, Financial Analysis, Process Improvement, Credit, Financial Risk, Sarbanes-Oxley Act, Financial Reporting, Risk Assessment, Financial Services, Management, Finance, Leadership, AML
Education
University of Phoenix 1996 — 1998
MBA, Business Administration
Arizona State University 1990 — 1993
BS, Economics
Jason Kenyon Jason Kenyon's Chase Cardmember Services Experience 2001 - 2003
Job Software/Web Developer (C#, .NET, MVC, WCF) at Uhaul
Industry Information Technology and Services
Experience
U-Haul International, Inc. March 2011 - Present
Apollo Group, INC June 2007 - March 2011
Freelance January 2006 - January 2008
Apollo Group, INC January 2006 - June 2007
Apollo Group, Inc. July 2004 - January 2006
Chase Cardmember Services 2001 - 2003
Civic Enterprises, Inc. 1999 - 2000
Skills
C#, .NET, ASP.NET, HTML5, MVC, ASP.NET MVC, JavaScript, jQuery, Visual Studio, Web Services, KnockoutJS, SharePoint, CSS, Databases, XML, T-SQL, XHTML, SQL Server Management..., Tortoise SVN, NUnit, Subversion, TFS, LINQ, SQL, Agile Methodologies, Software Development, Scrum, SDLC, AJAX, HTML, WCF, MVVM
Education
University of Phoenix 2008 — 2009
Master, Information Systems (MIS)
University of Phoenix 2005 — 2007
Bachelor of Science, Information Technology (BSIT)
U-Haul International, Inc. March 2011 - Present
Apollo Group, INC June 2007 - March 2011
Freelance January 2006 - January 2008
Apollo Group, INC January 2006 - June 2007
Apollo Group, Inc. July 2004 - January 2006
Chase Cardmember Services 2001 - 2003
Civic Enterprises, Inc. 1999 - 2000
Skills
C#, .NET, ASP.NET, HTML5, MVC, ASP.NET MVC, JavaScript, jQuery, Visual Studio, Web Services, KnockoutJS, SharePoint, CSS, Databases, XML, T-SQL, XHTML, SQL Server Management..., Tortoise SVN, NUnit, Subversion, TFS, LINQ, SQL, Agile Methodologies, Software Development, Scrum, SDLC, AJAX, HTML, WCF, MVVM
Education
University of Phoenix 2008 — 2009
Master, Information Systems (MIS)
University of Phoenix 2005 — 2007
Bachelor of Science, Information Technology (BSIT)
Sarah Barckett Sarah Barckett's Chase Cardmember Services Experience May 1998 - November 2008
Job Project Assistant
Industry Civil Engineering
Experience
ARCADIS U.S., Inc. 2014 - Present
Randstad 2013 - 2014
Adecco June 2010 - August 2011
Chase Cardmember Services May 1998 - November 2008
Skills
Administrative..., Outlook, Office Management, Travel Arrangements, Confidentiality, PowerPoint, Human Resources, Time Management, Administrative...
Education
Central Methodist College 1967 — 1971
BA, Spanish Education
ARCADIS U.S., Inc. 2014 - Present
Randstad 2013 - 2014
Adecco June 2010 - August 2011
Chase Cardmember Services May 1998 - November 2008
Skills
Administrative..., Outlook, Office Management, Travel Arrangements, Confidentiality, PowerPoint, Human Resources, Time Management, Administrative...
Education
Central Methodist College 1967 — 1971
BA, Spanish Education
Kat Gomez Kat Gomez's Chase Cardmember Services Experience October 2000 - January 2003
Job Freelance Editor and Quality Assurance Specialist
Industry Publishing
Experience
Kat Gomez Editing 2009 - Present
ETS February 2011 - February 2012
ETS October 2009 - February 2011
ETS September 2006 - October 2009
PCI Educational Publishing August 2005 - September 2006
American Payroll Association 2003 - 2005
Chase Cardmember Services October 2000 - January 2003
Randolph Air Force Base Wingspread August 1999 - September 2000
Hispanic Association of Colleges and Universities 1999 - 1999
Kelly Air Force Base Marketing Office May 1996 - August 1998
Skills
Teaching, Copywriting, Newsletters, Editing, Magazines, Proofreading, Publishing, Publications, WordPress, QuarkXPress, AP Style, Editorial, Feature Articles, Advertising, Journalism, Photoshop, Layout, Brochures, Copy Editing, Creative Writing
Education
Rutgers University 2011 — 2011
Mini MBA, Business Essentials Program
St. Mary's University 1992 — 1996
Bachelor of Arts, English
Southwest High School 1988 — 1992
High School Diploma
The University of Texas at San Antonio
Continuing studies
Kat Gomez Editing 2009 - Present
ETS February 2011 - February 2012
ETS October 2009 - February 2011
ETS September 2006 - October 2009
PCI Educational Publishing August 2005 - September 2006
American Payroll Association 2003 - 2005
Chase Cardmember Services October 2000 - January 2003
Randolph Air Force Base Wingspread August 1999 - September 2000
Hispanic Association of Colleges and Universities 1999 - 1999
Kelly Air Force Base Marketing Office May 1996 - August 1998
Skills
Teaching, Copywriting, Newsletters, Editing, Magazines, Proofreading, Publishing, Publications, WordPress, QuarkXPress, AP Style, Editorial, Feature Articles, Advertising, Journalism, Photoshop, Layout, Brochures, Copy Editing, Creative Writing
Education
Rutgers University 2011 — 2011
Mini MBA, Business Essentials Program
St. Mary's University 1992 — 1996
Bachelor of Arts, English
Southwest High School 1988 — 1992
High School Diploma
The University of Texas at San Antonio
Continuing studies
Jack Schneider's Chase Cardmember Services Experience April 2001 - June 2004
Job Product Manager at NYCE Payments Network
Industry Financial Services
Experience
NYCE Payments Network June 2007 - Present
JPMorgan Chase July 2004 - February 2006
Chase CardMember Services April 2001 - June 2004
Sharp Electronics August 1992 - March 2001
Skills
Payments, Vendor Management, Strategic Planning, Debit Cards, Strategic Partnerships, Project Management, Banking, Change Management, Business Development, Team Building, New Business Development, Business Strategy
Education
New York University 1999 — 2000
Certificate, Internet Technologies
Colgate University
BA, East Asian Studies
NYCE Payments Network June 2007 - Present
JPMorgan Chase July 2004 - February 2006
Chase CardMember Services April 2001 - June 2004
Sharp Electronics August 1992 - March 2001
Skills
Payments, Vendor Management, Strategic Planning, Debit Cards, Strategic Partnerships, Project Management, Banking, Change Management, Business Development, Team Building, New Business Development, Business Strategy
Education
New York University 1999 — 2000
Certificate, Internet Technologies
Colgate University
BA, East Asian Studies
John Zasloff's Chase Cardmember Services Experience 1999 - Present
Job Senior Lan Tech at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase July 2000 - Present
Chase Cardmember Services 1999 - Present
The Chase Manhattan Bank 1999 - Present
JP Morgan Chase 1999 - Present
Education
Manhattan College 1976 — 1980
JPMorgan Chase July 2000 - Present
Chase Cardmember Services 1999 - Present
The Chase Manhattan Bank 1999 - Present
JP Morgan Chase 1999 - Present
Education
Manhattan College 1976 — 1980
Ajay Gulur's Chase Cardmember Services Experience August 2000 - November 2000
Job Project Management Consulting
Industry Financial Services
Experience
Barclays Capital September 2006 - April 2010
Guardian Life Insurance January 2006 - July 2006
UBS May 2005 - December 2005
Morgan Stanley February 2005 - April 2005
JPMorganChase December 2000 - May 2003
Chase Cardmember Services August 2000 - November 2000
Education
University of Michigan 1989 — 1991
Biochemistry
Barclays Capital September 2006 - April 2010
Guardian Life Insurance January 2006 - July 2006
UBS May 2005 - December 2005
Morgan Stanley February 2005 - April 2005
JPMorganChase December 2000 - May 2003
Chase Cardmember Services August 2000 - November 2000
Education
University of Michigan 1989 — 1991
Biochemistry
Nissa Maez's Chase Cardmember Services Experience 1998 - 2000
Job Independent Financial Services Professional
Industry Financial Services
Experience
Chase Cardmember Services 1998 - 2000
Education
Louisiana State University
Chase Cardmember Services 1998 - 2000
Education
Louisiana State University
Scott Ownes's Chase Cardmember Services Experience 1997 - 2000
Job Chief Credit Officer at RBS Citizens Financial Group
Industry Financial Services
Experience
RBS Citizens Financial Group August 2011 - Present
RBS Citizens Financial Group April 2009 - July 2011
RBS Citizens Financial Group March 2008 - March 2009
GE Money 2000 - 2008
Chase Cardmember Services 1997 - 2000
GE Consumer Finance 1991 - 1997
Macy's 1986 - 1991
Skills
Risk Management, Strategy, Retail Banking, Credit Risk, Banking, Consumer Lending, Financial Risk, Credit, Credit Cards, Portfolio Management, Analytics, Leadership, Credit Analysis, Management, Commercial Lending, Forecasting, Commercial Banking
Education
Pennsylvania State University 1984 — 1986
MBA, Finance
Lafayette College 1980 — 1984
RBS Citizens Financial Group August 2011 - Present
RBS Citizens Financial Group April 2009 - July 2011
RBS Citizens Financial Group March 2008 - March 2009
GE Money 2000 - 2008
Chase Cardmember Services 1997 - 2000
GE Consumer Finance 1991 - 1997
Macy's 1986 - 1991
Skills
Risk Management, Strategy, Retail Banking, Credit Risk, Banking, Consumer Lending, Financial Risk, Credit, Credit Cards, Portfolio Management, Analytics, Leadership, Credit Analysis, Management, Commercial Lending, Forecasting, Commercial Banking
Education
Pennsylvania State University 1984 — 1986
MBA, Finance
Lafayette College 1980 — 1984
Jody Menzel's Chase Cardmember Services Experience 2001 - 2005
Job Information Technology Specialist
Industry Information Technology and Services
Experience
Mesa Community College November 2009 - Present
Risk Assessment Group November 2006 - November 2008
Chase Cardmember Services 2001 - 2005
Skills
Access Database, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Flash Animation, Visual C#
Education
Northern Arizona University 1994 — 1996
Master’s Degree, Forest Ecology
Mesa Community College November 2009 - Present
Risk Assessment Group November 2006 - November 2008
Chase Cardmember Services 2001 - 2005
Skills
Access Database, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Flash Animation, Visual C#
Education
Northern Arizona University 1994 — 1996
Master’s Degree, Forest Ecology
Ana Hankish's Chase Cardmember Services Experience January 1994 - January 2001
Job Banking Professional
Industry Banking
Experience
Homeroom Coordinator January 2001 - Present
Chase Cardmember Services January 1994 - January 2001
American Express January 1993 - January 1994
Bank of America Credit Card Center January 1991 - January 1993
Skills
Servicing, Credit, Banking, Credit Cards, Payments, Customer Service
Education
Arizona State University 1986 — 1989
Bachelors of Science, Business Managment
Glendale Community College
Associate's Degree, Business Administration
Homeroom Coordinator January 2001 - Present
Chase Cardmember Services January 1994 - January 2001
American Express January 1993 - January 1994
Bank of America Credit Card Center January 1991 - January 1993
Skills
Servicing, Credit, Banking, Credit Cards, Payments, Customer Service
Education
Arizona State University 1986 — 1989
Bachelors of Science, Business Managment
Glendale Community College
Associate's Degree, Business Administration