Chase Financial Services
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Chase Financial Services Employees
Denny's Limo & Concierge Service September 2014 - Present
Renewable Energy August 2006 - February 2014
JPMorgan Chase 1997 - 2003
Chase Financial Services July 1992 - September 1997
Skills
Strategic Financial..., Credit Analysis, Small Business, Business Development, Recycling, Business Planning, Due Diligence, Entrepreneurship, Start-ups, Business Strategy, Renewable Energy, New Business Development, Financial Planning, Customer Service, Strategic Planning, Microsoft Excel
Education
City University of New York-Baruch College 1987 — 1992
Bachelor of Applied Science (BASc), Accounting and Finance
Contemporary Retirement Strategies June 2011 - Present
Foresters Equity Services, Inc. June 2011 - Present
BNI - Business Network International July 2011 - May 2012
American General Life & Accident February 2011 - August 2011
Chase Financial Services April 2010 - February 2011
Business Network International (BNI) January 2009 - March 2010
Trilogy Financial Services March 2006 - March 2010
Trilogy Financial Services March 2006 - March 2010
Edward Jones January 2003 - September 2004
WD, a Western Digital company 1985 - 1985
Skills
Retirement Planning, Strategic Financial..., Retirement, Insurance, Investments, Estate Planning, Disability Insurance, Life Insurance, Fixed Annuities, IRAs, Risk Management, Financial Analysis, Financial Advisory, Financial Services, Finance, Small Business, Wealth Management, Wealth, Term Life Insurance, Strategic Planning, 401k, Long-term Care, Financial Planners, Mutual Funds, Securities, Leadership, Employee Benefits, Series 7, Investment Advisory, Series 63, Financial Planning, Training, Accounting, Recruiting, Loans, Health Insurance, Long Term Care Insurance, Wealth Accumulation, Whole Life
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1977 — 1979
ba, business
California State University-Fullerton
EL Consulting Services, LLC dba Financial Partners Consulting Group March 2012 - Present
Allstate Financial Services, LLC May 2012 - Present
MetLife April 2006 - March 2012
Chase Financial Services January 2005 - December 2005
Skills
Individual and business..., Retirement, Insurance, Fixed Annuities, Retirement Planning, Life Insurance, Financial Services, Investments, Finance, Securities, Sales, Employee Benefits, Leadership
Education
Benedictine University 1985 — 1989
Master of Science (M.S.), Management and Organizational Behavior, 3.5
Drake University 1976 — 1980
Bachelor of Arts (B.A.), Economics and Business, 3.0
Preparis, Inc. April 2015 - Present
CBIZ 2006 - Present
The Scott Fetzer Company 2004 - 2006
The Scott Fetzer Company 2001 - 2004
The Little Tikes Company 2000 - 2000
Norandex Building Materials 1999 - 2000
Norandex Building Materials 1998 - 1999
Chase Financial Services 1996 - 1998
Skills
Data Analysis, Investigation, Certified Fraud Examiner, Internal Audit, Accounting, Financial Risk, Sarbanes-Oxley Act, Auditing, Internal Controls, Forensic Accounting, Fraud, GAAP, Financial Analysis, Business Valuation, Financial Reporting, Enterprise Risk..., Process Improvement, US GAAP, SEC filings, CPA
Education
Baldwin Wallace University
B.A.
Theo Pappas Agency, A Division of NILICO/NYC October 2013 - June 2014
American Income & National Income Life 2003 - 2014
American Income & National Income Life 2003 - 2014
American Income Life Insurance Company 2003 - 2014
David Hausman Agency, A Division of NILICO/NYC August 2010 - October 2013
Marc Rosen & Associates, A Division of NILICO/NY July 2006 - August 2010
Chase Financial Services 1998 - 2003
Skills
Public Speaking, Strategic Planning, Social Media Marketing, Sales Management, Customer Service, Marketing, Nonprofits, Sales, Fundraising, New Business Development, Direct Sales, Event Planning, Team Building, Negotiation, Leadership, Insurance, Social Networking, Marketing Strategy, Account Management, Recruiting, Coaching, Leadership Development, Budgets, Management, Social Media, Public Relations, Advertising, Marketing Communications, Retail, Outlook, Online Marketing
Education
NYU Graduate School of the Arts 1973 — 1975
Bachelor of Science in Education
NYU School of Education 1971 — 1973
B. S.in Education, Educational Theatre
Brooklyn College 1968 — 1970
Lafayette High School, Brooklyn, NY 1965 — 1968
Academic Diploma
Orange City School District August 1999 - Present
NBC, ABC, CBS, FOX, ESPN, TNT 1990 - 2006
Great Lakes Science Center January 1998 - August 1999
Cleveland Cavaliers 1991 - 1999
Arrow International 1996 - 1998
Chase Financial Services 1995 - 1996
Cleveland Thunderbolts 1992 - 1994
Record Publishing Company 1990 - 1992
Gateway Economic Development Corporation of Greater Cleveland 1990 - 1992
Skills
Publishing, Media Relations, Press Releases, Strategic Communications, Internal Communications, Public Relations, Social Media, Newsletters, Communications Planning, Editing, Copywriting, Publicity, Event Planning, Facebook, Journalism, Event Management, Copy Editing, AP Style, Message Development, Web Content, Internal, Spokesperson, Press Kits, Web Content Management, Creative Writing, Community Outreach, New Media, InDesign, Crisis Communications, Social Media Marketing
Education
Cleveland State University 1986 — 1991
Bachelor of Arts, Communications
EPM Environmental Planing January 2015 - Present
Asbestos Management Proffesional Inc 2012 - Present
Asbestos Management Proffesional Inc August 2014 - December 2014
Asbestos Management Proffesional Inc March 2013 - June 2013
Chase Financial Services April 2008 - October 2011
Skills
Mold Remediation, Environmental Science, Project Management, Project Planning, Project Design
Education
Big Apple School of Occupational Safety and Hazard 2013 — 2013
Asbestos Project Monitor/ Air Sampling Technician/Project Designer/Lead Inspector
Pohs Institute 2012 — 2012
Insurance Specialist
Rostov State Economic University (RINH) 1997 — 2001
Bachelor’s Degree, International Finance and Economy
RegEd Financial Training
Investments and Securities
Key Bank March 2011 - Present
Key Bank October 1998 - May 2004
Chase Financial Services June 1997 - October 1998
Chase Financial Services January 1997 - May 1997
Skills
Microsoft Office, Banking, Loans, Credit, Commercial Banking, Customer Service, Credit Analysis, Underwriting, Management, Analysis, Mortgage Lending
Education
Lorain County Community College
Associates Degree, Business Management
AGWS January 2015 - Present
Automotive Aftermarket Specialists September 2014 - December 2014
Kent Brown Toyota February 2010 - June 2014
Chase Financial Services May 1994 - January 2010
Elm Chevrolet May 1986 - May 1994
Skills
Automotive, Profit, Sales Management, Customer Satisfaction, Sales Process, Sales, Inventory Management, Customer Retention, Dealers, Dealer Management, Marketing, Management, Recruiting, Training, New Business Development, Account Management
Education
Penn State University 1979 — 1983
Bachelor of Science (BS), Accounting
Network Funding LP NMLS#2297 April 2012 - Present
Fairway Independent Mortgage Corp April 2010 - April 2012
2010 Iwayloan February 2007 - April 2010
JLM Direct Funding October 2004 - February 2007
KB Home Mortgage September 2003 - October 2004
Vicon Development, LLC November 2000 - September 2003
Washington Mutual Bank September 1999 - November 2000
Deutsche Bank Group August 1998 - September 1999
United Companies Funding July 1997 - September 1998
Chase Financial Services May 1985 - July 1997
Skills
Providing my customers..., Loans, USDA, FHA, Mortgage Marketing, Mortgage Lending, Sales, VA loans, Real Estate, Underwriting, Real Estate Transactions, Loss Mitigation, First Time Home Buyers, Residential Mortgages, Mortgage Banking, Loan Origination, Residential Homes, FHA financing, Government Loans
Education
University of New Mexico-Albuquerque 1973 — 1978
BS, Business
The University of New Mexico
Bachelors, University Studies-Business
Chase Financial Services January 2009 - January 2010
Chase Educational Finance March 2000 - January 2009
Mortgage Investors Corporation January 1996 - March 2000
Snelling Personnel Services January 1994 - January 1996
L&k Restaurants January 1989 - January 1994
US Army March 1972 - March 1975
Skills
Account Management, Customer Service, Operations Management, Supply Chain, Hiring, Analysis, Call Center, Customer Satisfaction, Inventory Management, Customer Relations, Problem Solving, Process Improvement, Team Building, Inventory Control, Vendor Relations, Teamwork, Team Leadership, Billing, Outlook, Accounts Receivable, Vendor Management, Coaching, Forecasting, Purchasing, Mentoring, Supervisory Skills, Logistics, Cross-functional Team..., Scheduling, Warehousing, Negotiation, Accounts Payable, P&L, Budgeting, Team Management, Excel, Performance Management, Administration, Banking, Workforce Management, Business Process..., Budgets, Call Centers, Finance, Invoicing, Leadership, Process Scheduler, Sales, Microsoft Excel
Education
Eastern Kentucky University
Law Enforcement & Corrections
University of Kentucky
Coursework, Law Enforcement & Corrections
Citi Global Wealth Management, Global Consumer Bank 2014 - Present
Citi Private Bank 2006 - 2014
JPMorgan Invest 2004 - 2006
Chase Financial Services 2003 - 2004
J.P. Morgan Asset Management 1999 - 2002
J.P. Morgan Investment Management 1996 - 1999
BISYS Fund Services 1994 - 1996
Guerard Viala (CPA firm) 1991 - 1993
Skills
Product Management, Mutual Funds, ETFs, Key Client Relationships, Investments, Unified Managed Accounts, Separately Managed..., Liquid Alternatives, Institutional..., Wealth Management, High Net Worth..., Retail, Vendor Relations, 529 Plans, Offshore Funds, Product Development, Organizational..., Analysis, Qualified Retirement..., Private Bank, Series 7, Asset Management, College Savings Plans, Portfolio Management, Equities, Fixed Income, Investment Counseling, Financial Services, French, Information Technology, Pricing, Risk Analysis, Data Analysis
Education
State University of New York College at Oswego 1986 — 1990
Bachelor's degree, Accounting, French
Université Paris-Sorbonne 1988 — 1989
French Language and Literature
NACA March 2014 - Present
White Rhino Financial October 2012 - October 2014
Chase Financial Services October 2010 - March 2012
SFIS 2005 - 2009
Skills
Insurance, Spanish, Customer Service, Securities, Wealth Management, New Business Development, Banking, Retirement Planning, Financial Analysis, Credit, Investments, Management, Forecasting, Accounting, Team Building, Project Management, Risk Management, Budgets, Strategic Planning, Strategic Financial..., Real Estate, Negotiation, Recruiting, Business Planning, Series 7, Sales Management, Mutual Funds, Small Business, Business Development, Leadership, Loans, Management Consulting, Coaching, Mergers & Acquisitions, Finance, Portfolio Management, Retirement, Financial Services, Estate Planning, Financial Advisory, Investment Advisory, Financial Planning
Education
ITAM 1981 — 1984
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
La Salle Del Pedregal
Citadel Environmental Services, Inc. January 2015 - Present
NorthStar Contracting Group, Inc (formerly LVI Services, Inc) October 2014 - December 2014
LVI Environmental Services, Inc. October 2009 - December 2014
Professional Environmental Marketing Association January 2012 - December 2013
Chase Financial Services 2009 - 2009
UBS Financial Services, Inc. 2006 - 2009
Hillmann Group 1998 - 2005
Skills
Environmental Awareness, Remediation, Asbestos, Due Diligence, Risk Management, Hazardous Waste..., Business Development, Proposal Writing, Management, Contract Negotiation, Sustainability, Construction, Strategic Planning, Contract Management, New Business Development, Environmental..., Environmental Consulting, Environmental Compliance, Waste Management, Environmental Services, Waste, Water, Phase I, Recycling, Soil, Environmental Science, Project Management, Industrial Hygiene, Project Planning
Education
Rutgers University-New Brunswick 1996 — 1998
MS, Ecology
California State University-Dominguez Hills 2012 — 2013
Construction Project Management Certificate Program
Pitzer College 1989 — 1993
BA, Environmental Studies
Chase Financial Services February 2009 - February 2010
JPMorgan Chase Bank May 1995 - December 2009
2009 - 2011 January 1995 - January 2009
Columbu Life Insurance d 1993 - May 1995
Columbus Life Insurance January 1993 - January 1995
Lewisville High School January 1991 - January 1992
JC Penney Financial Services January 1985 - January 1991
Education
The University of Texas at Dallas 1990 — 1993
Master of Science, Organizational Behavior
Ashland University
Degree: M.B.A, Business Policy and Strategy
University of Texas
Degree: M.S, Organizational Behavior
Miami University 1982 — 1985
Bachelor of Science, Systems Analysis
AT&T March 2015 - Present
AT&T January 2014 - Present
AT&T June 2012 - December 2013
Reid Jones McRorie & Williams May 2011 - 2012
Chase Financial Services 1987 - 1997
Skills
Customer Service, Customer Relations, Excel, Microsoft Office, Access, QuickBooks, Outlook, Microsoft Excel, Human Resources, Process Improvement, Leadership, Call Centers, Contract Negotiation, Microsoft Word, Direct Sales, Solution Selling, Management, Telecommunications, Account Management, VoIP, Managed Services, Sales, Wireless, Sales Operations
Education
The University of Georgia
BBA, Real Estate