Chase Financial Services

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Chase Financial Services Employees

Employee
Years
Job
Industry
John Boiadjian John Boiadjian Greater Los Angeles Area Details
John Boiadjian's Chase Financial Services Experience July 1992 - September 1997
Job President Denny's Limousine & Concierge Service
Industry Transportation/Trucking/Railroad
Experience
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

Leo Do Carmo 714-777-5693 Leo Do Carmo 714-777-5693 Greater Los Angeles Area Details
Leo Do Carmo 714-777-5693's Chase Financial Services Experience April 2010 - February 2011
Job Financial Advisor Representative at Contemporary Retirement Strategies
Industry Financial Services
Experience
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

Esther Latham Esther Latham Douglasville, Georgia Details
Esther Latham's Chase Financial Services Experience January 2005 - December 2005
Job Owner at EL Consulting Services, LLC dba Financial Partners Consulting Group
Industry Financial Services
Experience
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

Paul Soos - CIA, CRMA, CFE, CICA, CIDA Paul Soos - CIA, CRMA, CFE, CICA, CIDA Phoenix, Arizona Area Details
Paul Soos - CIA, CRMA, CFE, CICA, CIDA's Chase Financial Services Experience 1996 - 1998
Job
Industry Financial Services
Experience
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.

Gordon Roschko Gordon Roschko Greater New York City Area Details
Gordon Roschko's Chase Financial Services Experience 1998 - 2003
Job Former Underwriting & Education Specialist, Theo Pappas Agency, A Division of NILICO/NYC
Industry Insurance
Experience
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

Lou DeVincentis Lou DeVincentis Cleveland/Akron, Ohio Area Details
Lou DeVincentis's Chase Financial Services Experience 1995 - 1996
Job Communication Coordinator Orange City School District
Industry Public Relations and Communications
Experience
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

Sergey Sulin Sergey Sulin Greater New York City Area Details
Sergey Sulin's Chase Financial Services Experience April 2008 - October 2011
Job Environmental Director at EPM Environmental Planing
Industry Construction
Experience
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

Heather Schiciano Heather Schiciano Cleveland/Akron, Ohio Area Details
Heather Schiciano's Chase Financial Services Experience June 1997 - October 1998
Job Banking Professional
Industry Banking
Experience
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

Chuck Hobbs Chuck Hobbs Elmira, New York Details
Chuck Hobbs's Chase Financial Services Experience May 1994 - January 2010
Job Assistant Vice President of Sales at AGWS
Industry Automotive
Experience
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

Michael Decicco Michael Decicco Oklahoma City, Oklahoma Area Details
Michael Decicco's Chase Financial Services Experience May 1985 - July 1997
Job Branch Manager at Network Funding LP NMLS# 2297
Industry Financial Services
Experience
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

Jerel Mc Cubbins Jerel Mc Cubbins Tampa/St. Petersburg, Florida Area Details
Jerel Mc Cubbins's Chase Financial Services Experience January 2009 - January 2010
Job Supply/Warehouse Supervisor or Manager's Position or Customer Service Team Lead, Supervisor or Manager Position
Industry Consumer Services
Experience
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

Kristine (Hoff) Rozan Kristine (Hoff) Rozan New York, New York Details
Kristine (Hoff) Rozan's Chase Financial Services Experience 2003 - 2004
Job Senior Vice President at Citigroup
Industry Financial Services
Experience
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

Miguel Angel Garces Miguel Angel Garces Houston, Texas Area Details
Miguel Angel Garces's Chase Financial Services Experience October 2010 - March 2012
Job Mortgage Counselor at NACA
Industry Financial Services
Experience
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

Kier DeLeo Kier DeLeo Greater Los Angeles Area Details
Kier DeLeo's Chase Financial Services Experience 2009 - 2009
Job Director, Building Sciences at Citadel Environmental Services, Inc.
Industry Environmental Services
Experience
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

Brian K Brownewell Brian K Brownewell Mansfield, Ohio Area Details
Brian K Brownewell's Chase Financial Services Experience February 2009 - February 2010
Job Systems Analyst at Chase Financial Services
Industry Information Technology and Services
Experience
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

Sherry Marvel Sherry Marvel Charlotte, North Carolina Area Details
Sherry Marvel's Chase Financial Services Experience 1987 - 1997
Job Administrative Assistant/Technical Consultant at AT&T
Industry Telecommunications
Experience
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