Chase Investment Services

Description

Address: New York, NY 10018 Phone: (212) 984-6798Category: : : Hours: Place name: : Website: : : : Website: http://www.briarwoodcap.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Briarwood Chase Management LLC Posting publicly on the Web Write a review Reviews Be the first to review

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Chase Investment Services Employees

Employee
Years
Job
Industry
William Bonati William Bonati New York, New York Details
William Bonati's Chase Investment Services Experience June 2010 - April 2012
Job Founder of Infinity Asset Ventures LLC/Acquisition and Management of Distressed Mortgage Notes
Industry Real Estate
Experience
Infinity Asset Ventures LLC   November 2014 - Present
Glass Door Homes LLC   May 2014 - Present
PNC Investments  May 2012 - May 2013
Chase Investment Services   June 2010 - April 2012
Wells Fargo  February 2007 - January 2010

Skills
Series 7, Portfolio Management, Mutual Funds, Investments, Fixed Annuities, Asset Management, Finance, Credit, Retirement Planning, Strategic Financial..., Financial Advisory, Asset Allocation, Real Estate, Real Estate Transactions, Real Estate Economics, Real Estate Investor, Real Estate Financing, Wholesale Real Estate, Rehabbing, Landlord/Tenant Matters, Investment Properties, Property Management, Income Properties, Asset Based Lending, SEO, Financial Planning, Mortgage Lending, Management, Leadership, Loans

Education
Colorado State University   2001 — 2005
Finance, Finance & Real Estate

Cary Rosenfeld Cary Rosenfeld Orange County, California Area Details
Cary Rosenfeld's Chase Investment Services Experience 2010 - 2011
Job TBA
Industry Law Practice
Experience
Arbitech, LLC  December 2012 - June 2013
Chase Investment Services   2010 - 2011
Wells Fargo Investments, LLC  2009 - 2010
Banc of America Investment Services  January 2004 - May 2009

Skills
Financial Advisory, Sales Process, Professional Mentoring, Law Enforcement..., Legal Compliance, Writing, Compliance, Voice Over, Life Coaching, Communication Training, Problem Solving, Wealth Management, Business Continuity..., Key Person Insurance, Charitable Gift Planning, Charitable Trusts, Trust Services, Consultative Sales..., Oral & Written..., Cross-functional Team..., Public Speaking, Estate Planning, Sales, Management

Education
Pepperdine University School of Law   1990 — 1993
Juris Doctor (J.D.), Law

UCLA   1985 — 1989
Bachelor of Arts (B.A.), Political Science

Craig Bauman Craig Bauman Lima, Ohio Area Details
Craig Bauman's Chase Investment Services Experience September 2008 - September 2013
Job Private Client Advisor at JP Morgan Chase Bank , N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank , N.A.   October 2013 - Present
Chase Investment Services   September 2008 - September 2013
JPMorgan Chase  September 2006 - September 2008

Education
Tiffin University   2006 — 2008
Master's Degree, Business Administration

Bluffton University   1997 — 2001
Bachelor Degree, Business Administration

Steve Vargo Steve Vargo Wyandotte, Michigan Details
Steve Vargo's Chase Investment Services Experience October 2006 - October 2007
Job Agent / Owner at State Farm
Industry Insurance
Experience
State Farm  November 2014 - Present
State Farm  May 2013 - October 2014
Fifth Third Bank  October 2007 - May 2013
Chase Investment Services   October 2006 - October 2007
Rite Way Vending   September 2002 - October 2006
Hilliard Lyons Investments   November 1997 - September 2002
First of Michigan Investments   January 1997 - November 1997
Olde Discount Stockbrokers  January 1996 - January 1997

Skills
Finance, Retirement Planning, Life Insurance, Fixed Annuities, Banking, Investments, Insurance, Loans, Mutual Funds, Mortgage Lending, Financial Services, Strategic Financial..., Securities, Financial Advisory, Relationship Management, Retirement, Consumer Lending, Residential Mortgages, Investment Advisory, IRAs, 401k, Term Life Insurance, Long-term Care, Disability Insurance, Long Term Care Insurance, Health Insurance, Asset Allocation, Fixed Income, Cross Selling, Investment Strategies, Series 6, Series 63

Education
Eastern Michigan University   1991 — 1995
Bachelor of Business Administration (B.B.A.), Finance / Economics

Eastern Michigan University   1991 — 1995
Bachelor of Business Administration (B.B.A.), Finance and Economics

Grosse Ile High School   1987 — 1991
High School Diploma

William Hsiong William Hsiong San Francisco Bay Area Details
William Hsiong's Chase Investment Services Experience December 2009 - September 2011
Job Senior Account Executive at FirstRain
Industry Computer Software
Experience
FirstRain  May 2014 - November 2014
Bank of America  May 2013 - March 2014
Wells Fargo Home Mortgage  September 2011 - April 2013
JPMorgan Chase  December 2009 - September 2011
Chase Investment Services   December 2009 - September 2011
Konica Minolta Business Solutions  March 2007 - June 2008

Skills
Business Development, Solution Selling, Cold Calling, Small Business Lending, B2B, Qualifying Opportunities, Account Management, Leadership, Technology, B2C, Mortgage Lending, Banking, Finance, Credit, Investments, Lines Of Credit, Loans, Credit Analysis, Channel Partners, Salesforce.com, Sales Enablement, Demand Generation, Business Intelligence, Sales Intelligence, Inside Sales, Sales Operations, SaaS, CRM, Competitive Intelligence, Cloud Applications

Education
University of California, Davis   2001 — 2005
Bachelor of Science (B.S.), Neurobiology, Phisiology, and Behavior

Ernie Renner Ernie Renner Santa Rosa, California Details
Ernie Renner's Chase Investment Services Experience May 2009 - April 2012
Job Managing Director
Industry Financial Services
Experience
SLR Financial, Inc.   April 2012 - Present
Chase Investment Services   May 2009 - April 2012
WaMu Investments, Inc.   February 2003 - May 2009
WM Financial Services  August 2003 - August 2004
WM Financial Services  August 2002 - August 2003

Skills
Investments, Portfolio Management, Risk Management, Asset Management, Fixed Income, Business Strategy, Equities, Capital Markets, Strategic Planning, Change Management, New Business Development, Management

Education
San Diego State University-California State University   1998 — 2001

William Cornett William Cornett Lexington, Kentucky Details
William Cornett's Chase Investment Services Experience June 2011 - October 2011
Job Financial Advisor I Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  October 2011 - Present
Chase Investment Services   June 2011 - October 2011
Chase Investment Services   May 2006 - June 2011

Skills
Investments, Risk Management, IRA Investment Options..., Workplace Retirement..., Debt Analysis, Retirement Planning, Investment Strategies, Stock Market Analysis, College Savings Plans

Education
University of Kentucky   2000 — 2004
Bachelor of Business Administration (BBA), Finance

Larry C Jackson Larry C Jackson Greater New York City Area Details
Larry C Jackson's Chase Investment Services Experience August 2006 - April 2011
Job CMFC®, CRPC®, ChFC®
Industry Financial Services
Experience
MassMutual Metro New York  January 2015 - Present
MetLife  April 2011 - January 2015
Chase Investment Services   August 2006 - April 2011
Bankers Trust, Deutsche Bank, State Street Bank   April 1998 - June 2004
BankAmerica National Trust Company/Security Pacific National Trust Company   1980 - 1996

Skills
Securities, Investments, Mutual Funds, Series 63, Wealth Management, Finance, Series 7, Fixed Income, Equities, Risk Management, Asset Management, Bloomberg, Insurance, Options, Investment Advisory, Portfolio Management, Alternative Investments, Fixed Annuities, Financial Advisory, Asset Allocation, Hedge Funds, Investment Management, IRAs, Capital Markets, Series 65, Life Insurance, Retirement, ETFs, Financial Services, Bonds, Wealth Management..., Investment Strategies, Uniform Combined State..., Derivatives, Asset Managment, Disability Insurance, Long Term Care Insurance

Education
Metropolitan College of New York - School of Business   1990 — 1992
BPS, Business

William Eli Strait William Eli Strait Lexington, Kentucky Area Details
William Eli Strait's Chase Investment Services Experience June 2008 - May 2010
Job Vice President Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  October 2014 - Present
J.P. Morgan Private Bank   January 2014 - October 2014
J.P. Morgan Private Bank   June 2010 - December 2013
Chase Investment Services   June 2008 - May 2010

Education
Gardner-Webb University   1999 — 2003
Bachelor's degree, Business Administration and Management, General

Brian Vaughn Brian Vaughn Greater Seattle Area Details
Brian Vaughn's Chase Investment Services Experience December 2011 - August 2012
Job Financial Advisor at J.P. Morgan Securities LLC
Industry Investment Management
Experience
J.P.Morgan Securities LLC   June 2015 - Present
JPMorgan Chase  September 2012 - May 2015
Chase Investment Services   December 2011 - August 2012
Chase Bank  September 2011 - November 2011
University of Phoenix  September 2010 - August 2011
Prudential Financial  July 2009 - January 2010
ALPFA Phoenix   2007 - 2010
UBS  March 2007 - August 2009
Intel  1996 - 2006

Education
Arizona State University, W. P. Carey School of Business   2004 — 2006
MBA, Finance

University of Phoenix   2001 — 2004
Management

Mililani High School

Seth Berkowitz Seth Berkowitz Greater New York City Area Details
Seth Berkowitz's Chase Investment Services Experience December 2005 - January 2010
Job VP Financial Consultant at SANTANDER INVESTMENT SERVICES
Industry Banking
Experience
SANTANDER INVESTMENT SERVICES  June 2015 - Present
Merrill Edge  October 2014 - June 2015
Santander Bank, N.A.   February 2013 - February 2014
Citi  September 2011 - February 2013
HSBC Securities USA, Inc.   January 2010 - September 2011
Chase Investment Services   December 2005 - January 2010
Morgan Stanley - Individual Investor Group   November 2004 - December 2005
David Lerner Associates, inc.   September 2003 - November 2004
Hofstra University - Computer Center   January 2000 - September 2003

Education
Hofstra University   1998 — 2002
Bachelor of Science, Business Computer Information Systems

Brad Cain Brad Cain Tyler, Texas Area Details
Brad Cain's Chase Investment Services Experience June 2008 - August 2012
Job Investment Executive at Citizens Financial Group Investments
Industry Financial Services
Experience
Citizens Financial Group Investments   April 2015 - Present
Capital One Investing  January 2014 - April 2015
Citizens Financal Services   September 2012 - January 2014
Chase Investment Services   June 2008 - August 2012
TD Ameritrade  October 2005 - June 2008
Chase  June 2002 - October 2005
Fidelity Investments  2000 - 2002
Penson Financial Services  1997 - 2000

Skills
Investments, Strategic Financial..., Retirement, Portfolio Management, Investment Strategies, Finance, Fixed Income, Plannning, Financial Services, Financial Advisory, Financial Risk, Financial Planning, Financial Planners, Wealth Management, Income Protection, Financial Goals, Retirement Planning, Mutual Funds, Asset Management, Personal Financial..., Series 65, Banking, FINRA, Income Planning, Referral Development, Medicare, Series 63, Series 7, Uniform Combined State..., Asset Allocation, Investment Advisory, ETFs, Alternative Investments, Investment Management, Legacy Planning, Insurance Planning

Education
Louisiana Tech University   1991 — 1995
Bachelor of Science (BS), Finance, General

Chapin Miller, Certified Treasury Professional Chapin Miller, Certified Treasury Professional Longview, Texas Area Details
Chapin Miller, Certified Treasury Professional's Chase Investment Services Experience September 2005 - July 2009
Job Treasury Management Officer at Citizens National Bank
Industry Banking
Experience
Citizens National Bank (Henderson, TX)   May 2012 - Present
Community Healthcore  July 2009 - May 2012
Chase Investment Services   September 2005 - July 2009
Navigation Financial Group   March 2005 - September 2005
Waddell & Reed Financial Services  January 2004 - March 2005

Skills
Strategic Financial..., Finance, Budget, Insurance, Strategic Planning, Estate Planning, Microsoft Excel, Investments, Business Planning, Customer Service, Microsoft Word, PowerPoint, Sales, Microsoft Office

Education
Baylor University   1999 — 2003
BBA, Financial Services and Planning

Baylor University - Hankamer School of Business   1999 — 2003
Financial Services and Planning, Financial Planning

Mathew Barber Mathew Barber Syracuse, New York Details
Mathew Barber's Chase Investment Services Experience September 2010 - November 2011
Job Owner/Financial Advisor at BARBER Financial Management, LLC
Industry Financial Services
Experience
BARBER Financial Management   June 2014 - Present
HighPoint Advisors, LLC   November 2011 - June 2014
Future Fund of CNY   2007 - 2012
Chase investment services   September 2010 - November 2011
M&T Securities  June 2007 - September 2010
MetLife Resources  August 2005 - May 2007

Skills
Retirement Planning, Strategic Financial..., Estate Planning, Wealth Management, Insurance, 401k, Investments, Investment Advisory, Asset Allocation, Small Business, Marketing Strategy, Disability Insurance, Financial Analysis, Financial Planners, Team Building, Management, Series 65, Retirement, Marketing, Market Planning, Mutual Funds, Budgets, Finance, Forecasting, Financial Goals, Health Insurance, Wealth Accumulation, Term Life Insurance, Long-term Care, Series 63, Strategic Planning, Financial Services, Non-profits, Life Insurance, Pensions, Long Term Care Insurance, Nonprofits, Financial Planning

Education
State University of New York College at Fredonia   1997 — 2002
BA, Business Administration and Management Information Systems

Andres Terronez Andres Terronez Greater Chicago Area Details
Andres Terronez's Chase Investment Services Experience 2007 - 2009
Job Associate Investment Consultant at Northern Trust
Industry Banking
Experience
Northern Trust  May 2012 - Present
J.P. Morgan   September 2009 - May 2012
Chase Investment Services   2007 - 2009
Chase Bank  June 2005 - September 2007

Skills
Investments, Bloomberg, Asset Allocation, Wealth Management, Equity Derivatives, Hedge Funds, Portfolio Management, Alternative Investments, Project Management, Series 7, Series 6, Series 63, Private Equity, Fixed Income Analysis, Trading, Banking, Mutual Funds, Investment Advisory, Relationship Management

Education
Northern Illinois University
MBA

University of Illinois at Urbana-Champaign
BA, Economics

Fenwick High School

Daniella Viete Daniella Viete Miami, Florida Details
Daniella Viete's Chase Investment Services Experience February 2012 - July 2012
Job Senior Financial Analyst at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch  June 2015 - Present
Merrill Lynch  August 2012 - June 2015
Chase Investment Services   February 2012 - July 2012
Merrill Lynch  August 2011 - December 2011

Skills
CFA Level I, CFA Level II, Series 7, Series 66, Microsoft Office, Wealth Management, Investments, Bloomberg, Spanish, Microsoft Excel, Portfolio Management

Education
Florida Atlantic University   2007 — 2011
Bachelor of Business Administration (BBA), Finance and Economics

Robert B. Dwyer, CFP® Robert B. Dwyer, CFP® Houston, Texas Area Details
Robert B. Dwyer, CFP®'s Chase Investment Services Experience June 2005 - November 2009
Job Senior Financial Planner at Waterway Wealth Management
Industry Financial Services
Experience
Waterway Wealth Management   January 2013 - Present
Heritage Wealth Management  November 2009 - January 2013
Chase Investment Services   June 2005 - November 2009
Wells Fargo  2003 - 2005

Skills
Financial Planning, Wealth Management, Retirement Planning, Asset Allocation, Investments, Estate Planning, Asset Management, 401k, Employee Benefits, Portfolio Management, Long Term Care, Financial Analysis, Retirement, Strategic Financial..., Certified Financial..., Investment Advisory, Wealth Management..., Investment Management

Education
Texas A&M University - Mays Business School   1992 — 1995
1995, Finance and Accounting

University of Houston, C.T. Bauer College of Business   2003 — 2004
Certified Financial Planner Program, Financial Planning

Victor Loperfido Victor Loperfido Wantagh, New York Details
Victor Loperfido's Chase Investment Services Experience August 2006 - October 2009
Job Allstate Agency Owner
Industry Insurance
Experience
allstate  March 2010 - Present
chase investment services   August 2006 - October 2009
HSBC Securities  October 2004 - September 2006
Astoria bank  October 2001 - September 2004
Prudential Securities  April 1999 - September 2001
Atlantic Marketing Forces   January 1994 - January 1999
nichirei foods americq   January 1987 - June 1995

Skills
Investments, Fixed Annuities, IRAs, Insurance, Retirement, Retirement Planning, 401k, Series 63, Mutual Funds, Financial Planners, Life Insurance, Commercial Insurance, Wealth Management, Disability Insurance, Health Insurance, Universal Life, Series 7, Strategic Financial..., Long-term Care, Financial Advisory, Series 6, Portfolio Management, Term Life Insurance, Property & Casualty..., Wealth, Homeowners, Underwriting, General Insurance, Umbrella Insurance, Whole Life, Variable Annuities, Investment Strategies, FINRA, Estate Planning, Wealth Management..., Securities, Liability, Wealth Accumulation, Finance, Investment Advisory, Motorcycle, Mortgage Lending, Financial Services, Banking, Legal Liability

Education
University of Denver - Daniels College of Business   1978 — 1982
bsba, mgt

Middlesex County College   1978 — 1980
A.A., Liberal Arts

Raul Bencomo Jr Raul Bencomo Jr El Paso, Texas Area Details
Raul Bencomo Jr's Chase Investment Services Experience February 2006 - March 2010
Job Wealth Advisor
Industry Investment Management
Experience
Bencomo Wealth Management   March 2010 - Present
Anytime Fitness  December 2008 - Present
Chase Investment Services   February 2006 - March 2010
Morgan Stanley  December 2004 - February 2006

Skills
Retirement Planning, Wealth Management, Retirement, Series 7, Estate Planning, Investments, Finance, Wealth, Wealth Management..., Wealth Accumulation, Mutual Funds, Portfolio Management, Asset Allocation, Series 63, FINRA, Financial Advisory, Investment Strategies, Investment Advisory, IRAs, Investment Management, Small Business, Life Insurance, Securities, Insurance, Uniform Combined State..., Financial Planning, Wealth Preservation..., Fixed Annuities, Leadership, Alternative Investments, Asset Management, Bonds, 401k, Strategic Financial..., Personal Finance, Financial Services, Series 66, Retirement Income..., IRA's, Wealth Accumulation..., Variable Annuities, High Net Worth..., 401k Rollovers, Stocks

Education
The University of Texas at El Paso   2000 — 2004
BBA, Finance

Mary Helen McDow Mary Helen McDow Weatherford, Texas Details
Mary Helen McDow's Chase Investment Services Experience 2006 - 2011
Job Investment Executive at First Financial Brokerage Services
Industry Investment Management
Experience
First Financial Brokerage Services   May 2011 - Present
Chase Investment Services   2006 - 2011
Smith Barney  2000 - 2005
Paine Webber  1998 - 2000

Skills
Financial Advisory, Series 7, Series 63, Texas Life and Health..., Long Term Care Insurance, Investment Strategies, Investment Management, Estate Planning, Wealth Management, Portfolio Management, Retirement Planning, Asset Management, Alternative Investments, Investment Advisory, Investments, Fixed Income, Securities, Strategic Financial..., Life Insurance, Investment Education, Investment Advisory..., Asset Allocation, Mutual Funds, Equities, Budget Setting, Written & Oral..., Multi Tasking, Troubleshooting

Education
Abilene Christian University   1987 — 1989
Bachelor of Science, Social Work

John McVay John McVay Houston, Texas Area Details
John McVay's Chase Investment Services Experience June 2011 - December 2011
Job Private Client Banker at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Chase, N.A.   January 2012 - Present
chase investment services   June 2011 - December 2011

Skills
Managing a small...

Education
Shepherd University   1994 — 1998
Biology and Chemistry, Bachelor Science

Mark L. Smith Mark L. Smith Indianapolis, Indiana Details
Mark L. Smith's Chase Investment Services Experience September 2009 - November 2012
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments  December 2012 - Present
Chase Investment Services   September 2009 - November 2012
JP Morgan Chase  May 2005 - January 2008
JP Morgan Chase  June 2004 - May 2005
Shelter Insurance Companies  January 1998 - June 2004
Shelter Insurance Companies  August 1990 - January 1998

Education
University of Missouri-Columbia   1981 — 1982
Masters, Economics

University of Missouri-Columbia   1977 — 1981
Bachelor of Journalism, Journalism

Jen Otto Jen Otto San Francisco Bay Area Details
Jen Otto's Chase Investment Services Experience December 2010 - December 2011
Job Business Manager
Industry Environmental Services
Experience
Terraphase Engineering Inc.  October 2012 - Present
.   December 2011 - October 2012
Chase Investment Services   December 2010 - December 2011
Edward Jones  March 2008 - December 2010
Enterprise Fleet Management  February 2004 - December 2007

Skills
Retirement Planning, Salesforce.com, Cold Calling, Customer Service, Sales Management, Training, Management, Competitive Analysis, Leadership, Strategic Planning, PowerPoint, Financial Analysis, Investments, Finance, Project Management, Outlook, Marketing, Team Building, Microsoft Excel, Sales, Direct Sales, Strategic Financial..., Budgets, Microsoft Office

Education
San Jose State University   1998 — 2000
BS, Marketing, Advertising

Mark R. Schneider, CEBS, CMS Mark R. Schneider, CEBS, CMS Cleveland/Akron, Ohio Area Details
Mark R. Schneider, CEBS, CMS's Chase Investment Services Experience June 2004 - June 2008
Job Certified Employee Benefits Specialist
Industry Insurance
Experience
The Cleveland Total Rewards Association   May 2014 - Present
Cleveland Professionals group   July 2013 - Present
International Society of Certified Employee Benefit Specialists   January 2013 - Present
Hylant  November 2013 - January 2015
USI Insurance Services  August 2012 - October 2013
BNI  October 2009 - August 2012
Love Insurance Agency  June 2008 - August 2012
Chase Investment Services   June 2004 - June 2008

Skills
Insurance, Retirement Planning, Employee Benefits, Fixed Annuities, Whole Life, Term Life Insurance, Mortgage Marketing, Disability Insurance, General Insurance, Life Insurance, Long-term Care, Professional Liability, Health Insurance

Education
University of Pennsylvania - The Wharton School   2012 — 2014
Certified Employee Benefits Specialist-CEBS, Compensation Management Specialist-CMS, Group Employee Benefits, Passed my CEBS, CMS and GBA

Kent State University   2000 — 2004
Bachelors, Design and Visual Communications, General

Chardon High School   1992 — 1994
HS Diploma/ AutoBody Technology, Autobody/Collision and Repair Technology/Technician, A

Ryan Corbett, CFP® Ryan Corbett, CFP® Greater Chicago Area Details
Ryan Corbett, CFP®'s Chase Investment Services Experience June 2004 - July 2006
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  October 2006 - Present
Chase Investment Services   June 2004 - July 2006
H&R Block Financial Advisors  June 1999 - May 2004

Skills
Investments, Financial Services, Risk Management, Financial Advisory, Retirement Planning, Insurance, Investment Planning, 401(k) Rollovers

Education
Northern Illinois University   1997 — 1999
Bachelor of Science, Finance

Rock Valley College   1995 — 1997
Associate of Arts, Business

Harlem High School

Vincent Sapienza Vincent Sapienza Greater New York City Area Details
Vincent Sapienza's Chase Investment Services Experience March 2008 - February 2009
Job Executive Director Market Director at JPMorgan Chase Bank NA
Industry Financial Services
Experience
JP Morgan Chase Bank NA  February 2009 - Present
JPMorgan Securities, LLC  February 2009 - Present
Chase Investment Services   March 2008 - February 2009
Smith Barney  February 2005 - February 2008

Education
Baruch College   1992 — 2007

Judah Mahay Judah Mahay Greater New York City Area Details
Judah Mahay's Chase Investment Services Experience February 2011 - February 2014
Job Focus of the year: Looking beyond the self.
Industry Banking
Experience
Capital One  February 2014 - Present
electric eMedia   July 2010 - Present
Self employed  1980 - Present
Chase Investment Services   February 2011 - February 2014
Sag Harbor Community Advisory Committee   January 2012 - May 2013
BeYourArt.com   May 2008 - September 2011
Cloud 9 Publishing/Mississippi Crow Magazine   2009 - 2010
Mahay's Riverboat Service   May 1995 - September 2003

Skills
Digital Media, Marketing, Social Media Marketing, Art, Graphic Design, Creative Writing, Political Consulting, Web Design, Cultural Awareness, Publishing, Writing, Storytelling, Books, Blogging, Magazines, Editing, Web Content, Proofreading, Novels, Publications, Copywriting, Freelance Writing, Short Stories, Fundraising, Poetry, Newsletters, Press Releases, Feature Articles, Copy Editing, Published Author, Editorial, Creative Writer

Education
Stony Brook Southampton   2013 — 2016
Master's Degree, Literature and Creative Writing

Calvin College   2001 — 2005
BA, Business, Japanese

Curry College   1999 — 2001
BA, Busienss

Daniel DiIorgi Daniel DiIorgi Greater New York City Area Details
Daniel DiIorgi's Chase Investment Services Experience April 2010 - September 2012
Job New York Life Internal Life Product Consultant
Industry Financial Services
Experience
NYLife  May 2014 - Present
MetLife Solutions Group  September 2012 - April 2014
Chase Investment Services   April 2010 - September 2012
E1 Asset Management  March 2006 - April 2010

Skills
Retirement Planning, Estate Planning, Investments, Life Insurance, Variable Annuities, Long Term Care Insurance, Disability Insurance, Key Person Insurance, Buy-sell Agreements, Employee Benefits, Group Life, Executive Benefit..., 401k, 403b, 457,..., real estate investment..., Asset Management

Education
Caldwell College   2002 — 2006
Bachelor of Science (BS), Financial Economics

Pete Piccoli, CRPC Pete Piccoli, CRPC Melbourne, Florida Area Details
Pete Piccoli, CRPC's Chase Investment Services Experience June 2010 - November 2011
Job Owner/ President at Piccoli Financial Group
Industry Financial Services
Experience
Piccoli Financial Group   September 2014 - Present
Ameriprise Financial Services, Inc.   November 2011 - September 2014
Chase Investment Services   June 2010 - November 2011
PNC Investments  June 2006 - October 2010

Skills
Retirement, Project Planning, Retirement Planning, Finance, Series 7, Investments, Fixed Annuities, Financial Planning, Series 63, Mutual Funds, Financial Advisory, Estate Planning, Asset Allocation, Loans, Portfolio Management

Education
College for Financial Planning   2013 — 2013
CRPC

University of Arkansas at Fayetteville   1979 — 1984
Finance

Bonnie Bell Bonnie Bell Encinitas, California Details
Bonnie Bell's Chase Investment Services Experience December 2010 - November 2011
Job Marketing
Industry Marketing and Advertising
Experience
Sweaty Betty  February 2012 - 2014
Chase Investment Services   December 2010 - November 2011
J P Morgan Chase  July 2009 - November 2011
Nordstrom  September 2006 - July 2009
Let's Go Clothing & Footwear   June 2002 - August 2005

Skills
Customer Relations, Word, Excel, Microsoft Office, Customer Service, Microsoft Excel, CRM, New Business Development, Management, Retail, Retail Sales, Social Media, Leadership, Sales, Time Management

Education
Texas A&M University-Corpus Christi   2001 — 2004
BA, English

WB Ray High School   1997 — 2000

Brendan Byrne Brendan Byrne Greater Chicago Area Details
Brendan Byrne's Chase Investment Services Experience May 2004 - August 2006
Job Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A.   June 2014 - Present
TIAA-CREF  April 2014 - May 2014
Charles Schwab  October 2010 - March 2014
Fidelity Investments  May 2009 - October 2010
Fidelity Investments  August 2005 - May 2009
Chase Investment Services   May 2004 - August 2006
MetLife  October 2002 - May 2004
Focus Capital   October 2000 - October 2002
Fortis Insurance Ltd   2000 - 2001

Education
St. Norbert College   1996 — 2000
Bachelor of Arts, Business Administration

S.Ann Daniel S.Ann Daniel Greater New York City Area Details
S.Ann Daniel's Chase Investment Services Experience September 2010 - July 2012
Job Citigold Relationship Manager at Citi
Industry Banking
Experience
Citi  April 2012 - Present
CHASE INVESTMENT SERVICES   September 2010 - July 2012
JP Morgan  September 2007 - August 2010
JP Morgan  August 2000 - December 2004
JPMorgan Chase  March 1999 - July 2000

Skills
Series 7, Banking, Portfolio Management, Series 63, Credit, Mutual Funds, Investments, Securities, Loans, Wealth Management, Asset Managment, Commercial Lending, Risk Management, Financial Analysis, Cash Management, Fixed Income, Mortgage Lending, Financial Services, Equities, Credit Analysis, Series 65, Relationship Management, Private Banking

Education
University of Phoenix   2005 — 2007
MBA, Global Business Management

Concordia College   2003 — 2004
Bachelors, Business Administration

Rockland Community College   1997 — 2000
Associates, Business Administration

Rob Klean Rob Klean Anchorage, Alaska Area Details
Rob Klean's Chase Investment Services Experience May 2007 - August 2008
Job Cost Coordinator at CH2M
Industry Oil & Energy
Experience
CH2M  April 2015 - Present
CH2M HILL  June 2014 - April 2015
State of Alaska  March 2012 - June 2014
Your Home Improvement Comapny   July 2011 - December 2011
ray chevrolet/suzuki   September 2010 - July 2011
Alaska USA Federal Credit Union  August 2009 - September 2010
McKinley Polaris and Car Quest   May 2009 - August 2009
Vio   August 2007 - May 2009
Chase Investment Services   May 2007 - August 2008
Bald Eagle Harley Davidson   March 2006 - August 2006

Skills
Customer Service, Logistics, Microsoft Office, Sales, Information Technology, Purchasing, Inventory Control, Process Improvement, Project Management, Operations Management, Access, Project Planning, Vendor Management, Software Documentation, Team Leadership, Budgets, Troubleshooting, Leadership, Project Control, Materials, Material Handling, Hazardous Materials, Hazmat Trained, Analysis, Management, Data Analysis, SharePoint, Program Management, Customer Satisfaction, Outlook, Procurement, Team Building, Inventory Management, Time Management, Process Scheduler, Training, Microsoft Word, Microsoft Excel, Risk Management, Strategic Planning, PowerPoint, Research, Data Entry, Coaching, Teamwork, Construction, Negotiation, Technical Writing, Policy, Account Management

Education
University of Alaska Anchorage   2012 — 2015
Master of Science (MS), Project Management

Northern Michigan University   2005 — 2009
Bachelors of Science, Finance

Jeff Menning CFP ® Jeff Menning CFP ® Santa Monica, California Details
Jeff Menning CFP ®'s Chase Investment Services Experience March 2010 - December 2010
Job Sales Professional / Certified Financial Planner
Industry Financial Services
Experience
TD Ameritrade  January 2011 - Present
Chase Investment Services   March 2010 - December 2010
Fidelity Investments  July 1999 - October 2008
A.G. Edwards & Sons, Inc.   April 1997 - August 1999

Skills
Series 63, Fixed Annuities, FINRA, Fixed Income, Wealth, Management, Sales, Life Insurance, Finance, Sales Management, High Net Worth..., Certified Financial..., Equities, Alternative Investments, Uniform Combined State..., 401k, Risk Management, Insurance, Series 6, Financial Analysis

Education
California Coast University
B.S., Management

Timothy Chad Logsdon Timothy Chad Logsdon Louisville, Kentucky Details
Timothy Chad Logsdon's Chase Investment Services Experience
Job Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Investment Management
Experience
Chase Investment Services  

Skills
Investments, Series 7, Wealth Management, Asset Allocation, Mutual Funds, Portfolio Management, Equities, Asset Management, Alternative Investments, Investment Strategies, Fixed Income, Retirement Planning, Hedge Funds, Bloomberg, Strategic Financial...

Education
University of Kentucky   2001 — 2006
Bachelor of Arts (B.A.), Foreign Language and International Economics

Joyce Katzman-Gonzalez Joyce Katzman-Gonzalez Houston, Texas Details
Joyce Katzman-Gonzalez's Chase Investment Services Experience 2007 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Chase Investment Services   2007 - 2011

Skills
Investments, Equities, Mutual Funds, Retirement Planning, Securities, Series 7, Wealth Management, Portfolio Management, Fixed Annuities, Retirement, Financial Services, Investment Advisory, Financial Advisory, Credit, Hedge Funds, Long-term Care, Bloomberg, Mortgage Lending, Financial Analysis, Life Insurance, Strategic Financial..., Disability Insurance, Customer Service, Financial Planning, Compliance, Securities Trading, Regulatory Compliance, Accounting, Management, Tax, Securities Litigation, Securities Market, Market Analysis, Municipal Bonds, Budgeting, Financial Audits, Internal Audit, Problem Solving, Project Management, Project Planning, Process Improvement, Policy Analysis, Business Process..., Policies & Procedures..., Payroll, Accounts Payable, Account Management, Account Reconciliation, Financial Reporting, Financial Accounting

Education
Florida International University   2014 — 2016
Interdisplinary Studies

Broward College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies

Jon Tillman Jon Tillman Martinez, California Details
Jon Tillman's Chase Investment Services Experience 2003 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Chase Investment Services   2003 - 2012
Washington Mutual  2003 - 2005

Skills
Credit, Customer Service, Investments, Mutual Funds, Public Speaking, Retirement Planning, Series 7, Strategic Financial..., Strategic Planning, Team Building, Wealth Management

Education
California State University-Sacramento

Todd Pile Todd Pile Portland, Oregon Details
Todd Pile's Chase Investment Services Experience March 2009 - January 2012
Job Registered Client Associate at Umpqua Investments, Inc.
Industry Financial Services
Experience
Umpqua Investments, Inc.   April 2013 - Present
Chase Investment Services   March 2009 - January 2012

Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Strategic Planning, Microsoft Word, English, Windows, Research, Outlook, Photoshop, Public Speaking, Budgets, Editing, Java

Education
University of Oregon   2004 — 2008
Bachelor of Science (B.S.)

University of Oregon   2004 — 2008
Minor - Business Administration

Twyla Youngblood Twyla Youngblood Greater Detroit Area Details
Twyla Youngblood's Chase Investment Services Experience January 2002 - February 2012
Job Financial Consultant at Flagstar Investment & Insurance Services
Industry Financial Services
Experience
Flagstar Insurance & Investment Services   September 2013 - Present
Charter One Investment Services   February 2012 - September 2013
Chase Investment Services   January 2002 - February 2012

Skills
Insurance, Team Building, Sales, Public Speaking, Recruiting, Microsoft Excel, Outlook, PowerPoint, Investments, Microsoft Word, Strategic Planning, Finance, Leadership, New Business Development, Banking, Event Planning, Management, Customer Service, Microsoft Office

Education
Michigan State University

University of Phoenix
Bachelor of Science (BS), Accounting and Business/Management

Michael A. Genduso, MBA, AIF® Michael A. Genduso, MBA, AIF® Astoria, New York Details
Michael A. Genduso, MBA, AIF®'s Chase Investment Services Experience June 1993 - October 1998
Job SENIOR FINANCIAL ADVISOR / FIRST VICE PRESIDENT at Citi Personal Wealth Management
Industry Financial Services
Experience
Citi Personal Wealth Management  November 1998 - Present
Citi Personal Wealth Management  November 1998 - Present
Chase Investment Services   June 1993 - October 1998
Chase Manhattan Investment Services   January 1993 - January 1998

Skills
Series 7, Financial Advisory, Investment Strategies, Estate Planning, Retirement

Education
Long Island University, Brooklyn Campus   2003 — 2006
MBA, Finance

2003-2005MBA Long Island University   2003 — 2005
Bachelor of Science, Finance; Business Administration & Finance

Esteban Muñoz Esteban Muñoz Plattsburgh, New York Details
Esteban Muñoz's Chase Investment Services Experience February 2009 - November 2010
Job Personal Banker at KeyBank
Industry Banking
Experience
KeyBank  August 2014 - Present
Key Investment Services  August 2011 - July 2014
KeyBank  August 2011 - July 2014
Woodforest National Bank  November 2010 - July 2011
Chase Investment Services   February 2009 - November 2010
JPMorgan Chase  October 2008 - November 2010
Labor Ready  September 2007 - February 2009

Skills
Sales, Banking, Retirement Planning, Small Business Lending, Mortgage Lending, Lines Of Credit, Microsoft Office, Cross Selling, Merchant Services, Outside Sales, Series 6, Series 63, Life Insurance, Fixed Annuities, Variable Annuities, Consumer Lending, NYS Notary Public, Financial Analysis, Credit Cards, Home Equity Loans, Business Acumen, Mutual Funds, Retail Banking, Computer Hardware, Sales Operations, Marketing, Loans, Credit, Finance

Education
Montclair State University

Morris County Vocational School District

Andrew Rappolt Andrew Rappolt Cotati, California Details
Andrew Rappolt's Chase Investment Services Experience May 2007 - November 2009
Job Admin & Portfolio Support Specialist at Impact Investors
Industry Financial Services
Experience
Impact Investors   April 2015 - Present
Protected Investors of America  August 2014 - Present
GBS Financial   October 2012 - April 2014
JPMorgan Chase  September 2003 - September 2012
Chase Investment Services   May 2007 - November 2009

Skills
Portfolio Management, Series 63, Credit, Banking, Loans, Series 7, Investments, Mortgage Lending, Mutual Funds, Credit Analysis, Financial Analysis, Retail Banking, Fixed Income, Securities, Series 6, Wealth Management, Small Business Lending, Investment Banking, Finance, Loan Origination, Consumer Lending, Refinance, FHA, Financial Services

Education
Sonoma State University   2015 — 2018
Single Subject Teaching Credential, Social Science, Math

Creighton University   2012 — 2014
Master’s Degree, Investment Management and Financial Analysis

University of Oregon   2001 — 2003
Bachelor's degree, Economics

Santa Rosa Junior College   1998 — 2001
Associate’s Degree

Amrinder Dhaliwal Amrinder Dhaliwal Sacramento, California Details
Amrinder Dhaliwal's Chase Investment Services Experience October 2010 - May 2012
Job Financial Advisor at BancWest Investment Services
Industry Financial Services
Experience
BancWest Investment Services  August 2013 - Present
J.P. Morgan Securities LLC   May 2012 - August 2013
JPMorgan Chase & Co.   2006 - 2013
Chase Investment Services   October 2010 - May 2012

Skills
Investments, Finance, Wealth Management, Portfolio Management, Retirement Planning, Financial Services, Equities, Banking, Financial Analysis, Financial Planning

Education
California State University-Sacramento   2001 — 2006
Bachelor of Science (BS), Economics

Connor Tyson Connor Tyson Greater New York City Area Details
Connor Tyson's Chase Investment Services Experience February 2010 - July 2012
Job Private Client Investment Associate
Industry Financial Services
Experience
J.P. Morgan Chase Bank NA   July 2012 - Present
Chase Investment Services.  February 2010 - July 2012
Securities America, Inc. Member FINRA/SIPC   January 2009 - January 2010
Ameriprise Financial Services, Inc.   January 2005 - December 2008

Education
Quinnipiac University   1995 — 1999
Bachelors of Science, Finance

Brian Nolan Brian Nolan Scottsdale, Arizona Details
Brian Nolan's Chase Investment Services Experience March 1997 - June 2008
Job Regional Director of Recruiting for Financial Advisors at Willis Consulting
Industry Financial Services
Experience
Willis Consulting, Inc.   October 2010 - Present
Chase Investment Services   March 1997 - June 2008

Skills
Asset Allocation, Series 7, Investment Strategies, Portfolio Management, Financial Services, Recruiting, Equity Research, Finance, Banking, Securities

Education
The University of Akron   1989 — 1994
B.S., Finance

Krystian Moreno Krystian Moreno Miami/Fort Lauderdale Area Details
Krystian Moreno's Chase Investment Services Experience September 2009 - August 2012
Job Financial Advisor Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2012 - Present
Chase Investment Services   September 2009 - August 2012

Education
Florida International University
Bachelor of Arts, Political Science

Kimberly Follmuth Kimberly Follmuth San Francisco Bay Area Details
Kimberly Follmuth's Chase Investment Services Experience August 2008 - June 2010
Job Vice President, Transition Coordinator at BlackRock
Industry Financial Services
Experience
BlackRock  November 2013 - Present
BlackRock  July 2010 - November 2013
Chase Investment Services   August 2008 - June 2010

Skills
Asset Allocation, Investments, Management, Finance, Portfolio Management, Bloomberg, Trading

Education
University of California, San Diego   2003 — 2007
Bachelor of Science, Management Science

Debbie McLendon Debbie McLendon Columbus, Ohio Area Details
Debbie McLendon's Chase Investment Services Experience January 2012 - Present
Job Business Analyst at Chase Investment Services
Industry Banking
Experience
Chase Investment Services   January 2012 - Present
TEKsystems  November 2010 - January 2012
JPMorgan Chase  January 1997 - September 2009
Chase  January 1997 - September 2009
JPMorgan Chase  January 1997 - September 2009
National City Bank  August 1982 - January 2009
JPMorgan Chase  2009 - 2009
National City Bank  August 1982 - January 1997
National City Bank  1982 - 1997

Education
The Ohio State University
Bachelor of Science, Agribusiness and Applied Economics

University of Colorado Denver

Erica Albritton Erica Albritton Dallas/Fort Worth Area Details
Erica Albritton's Chase Investment Services Experience June 2011 - September 2012
Job Private Client Investment Associate JP Morgan Chase Bank, NA
Industry Financial Services
Experience
JP Morgan Chase Bank, NA  March 2014 - Present
Chase Investment Services   June 2011 - September 2012
First Command Financial Planning  November 2009 - June 2011
BizCarta/DPI   February 2001 - March 2006
Convergent Communications  1998 - 2000

Education
Southern Methodist University - Cox School of Business   2004 — 2005
MBA

Texas Christian University   1991 — 1995
BBA

Texas Christian University - M.J. Neeley School of Business   1991 — 1995
diploma

Rick Eklof Rick Eklof Dallas/Fort Worth Area Details
Rick Eklof's Chase Investment Services Experience November 2011 - May 2014
Job Desktop Support Technician Lake Pointe Medical Center
Industry Information Technology and Services
Experience
Dell  November 2014 - Present
Veritex Communtiy Bank  May 2014 - November 2014
Chase Investment Services   November 2011 - May 2014
National Wholesale Supply   May 2008 - August 2011
Brinker International  July 2006 - April 2008
Intuit  November 2004 - July 2006
Fidelity Investments  April 2000 - October 2004
A. O. Smith   September 1995 - April 2000
Elliott Electric Supply  May 1994 - September 1995
American Light   June 1991 - May 1994

Skills
Customer Service, Inside Sales, Call Center, Facilities Management, Inventory Management, Training, Call Centers, Team Building, Microsoft Excel, Sales, Employee Relations, Employee Training, Banking, Loans, Relationship Management, Series 63, Financial Services, Series 6, Mutual Funds, Small Business, Securities

Education
Texas A&M University   1984 — 1989
B.S, Industrial Distribution

JL McCullough   1980 — 1984

Morgan C. Mulford Morgan C. Mulford New York, New York Details
Morgan C. Mulford's Chase Investment Services Experience 1995 - 1998
Job Financial Services Professional
Industry Financial Services
Experience
NYLIFE Securities  January 2014 - Present
New York Life Insurance Company  July 1998 - January 2013
Chase Investment Services   1995 - 1998
GE Capital  1993 - 1995

Skills
Life Insurance..., Annuity Sales, Variable Annuities, Fixed Annuities, Lifetime Income..., Investments, Mutual Funds, Retirement Planning, IRA Rollovers, 401(k) Rollovers, Estate Planning, Charitable Giving, Public Speaking

Education
The College of New Jersey   1979 — 1983
Bachelor of Science (B.S.)

Asif Hussain Asif Hussain Greater New York City Area Details
Asif Hussain's Chase Investment Services Experience January 2012 - October 2012
Job Executive Director at J.P.Morgan Securities LLC
Industry Investment Management
Experience
J.P.Morgan Securities LLC   October 2012 - Present
Chase Investment Services   January 2012 - October 2012
Chase Investment Services   August 2008 - January 2012
Chase Investment Services   May 2006 - August 2008
Merrill Lynch  July 2005 - May 2006
MorganStanley  May 2004 - July 2005

Education
Temple University   2002 — 2004
Finance, Finance

nick antoine nick antoine Greater New York City Area Details
nick antoine's Chase Investment Services Experience October 2007 - Present
Job Financial Professional
Industry Financial Services
Experience
CHASE INVESTMENT SERVICES   October 2007 - Present

Skills
Strategic Planning, Account Management, Business Development, Leadership, Microsoft Excel, New Business Development, Strategy, Management, Marketing, Social Media Marketing, Microsoft Office

Education
State University of New York College at Fredonia   2000 — 2005
BS, Computer Information Systems

Paul Oda Paul Oda Torrance, California Details
Paul Oda's Chase Investment Services Experience March 2011 - May 2012
Job Vice President / Portfolio Manager
Industry Financial Services
Experience
Manufacturers Bank  May 2012 - Present
Chase Investment Services   March 2011 - May 2012
City National Bank  October 2008 - September 2010
Morgan Stanley Dean Witter  2006 - October 2008
Union Bank of California  1994 - 2006

Education
University of California, Berkeley   1980 — 1984
BA, Political Science

Faye Tran Faye Tran Greater Los Angeles Area Details
Faye Tran's Chase Investment Services Experience March 2010 - Present
Job Vice President of Investments at Chase
Industry Financial Services
Experience
Chase Investment Services   March 2010 - Present
Ameriprise Financial  November 2007 - March 2010
Windsor Hotel  January 2005 - October 2006
Bank of the West  August 2001 - August 2003

Education
University of California, Los Angeles   1997 — 2001
International Economics

San Marino High School   1994 — 1997

Marc Burke Marc Burke Phoenix, Arizona Area Details
Marc Burke's Chase Investment Services Experience September 2006 - September 2012
Job Private Client Advisor at JP Morgan Chase Bank NA
Industry Financial Services
Experience
JP Morgan Chase Bank NA  September 2012 - Present
Chase Investment Services   September 2006 - September 2012
Charles Schwab  1986 - 2000

Education
University of Maryland University College   1978 — 1982

Marc Richcreek Marc Richcreek Columbus, Ohio Area Details
Marc Richcreek's Chase Investment Services Experience 2006 - 2008
Job Vice President Wealth Portfolio Manager
Industry Banking
Experience
FirstMerit Bank  June 2014 - Present
J.P. Morgan   August 2008 - June 2014
Chase Investment Services   2006 - 2008
Chase  March 2005 - August 2006
American Express Financial Advisors  October 2004 - March 2005

Skills
Investments, Portfolio Management, Finance, Banking

Education
The Ohio State University Fisher College of Business   2009 — 2011
MBA, Finance

The Ohio State University Fisher College of Business   1999 — 2002
Finance

The Ohio State University
Master of Business Administration, Finance

Daniel P. Kelleher, Jr. Daniel P. Kelleher, Jr. Greater New York City Area Details
Daniel P. Kelleher, Jr.'s Chase Investment Services Experience July 2009 - June 2011
Job Financial Advisor at Santander Investment Services
Industry Financial Services
Experience
Santander Investment Services  September 2013 - Present
J.P. Morgan Securities, LLC.   May 2011 - June 2013
Chase Investment Services   July 2009 - June 2011
Langdon Ford Financial  2006 - 2009

Education
Rowan University   2002 — 2006
BA, Finance

Dennis Hand Dennis Hand Greater New York City Area Details
Dennis Hand's Chase Investment Services Experience June 2010 - December 2013
Job Owner, primary funding
Industry Financial Services
Experience
Chase Investment Services   June 2010 - December 2013
Primary Funding LTD   January 1999 - June 2010

Skills
Mortgage Lending, Residential Mortgages, Investments, Fixed Annuities, Financial Services, Life Insurance

Education
hicksville high school   1965 — 1969

byu

Kelly Ballor Kelly Ballor Grand Rapids, Michigan Details
Kelly Ballor's Chase Investment Services Experience December 2010 - May 2011
Job
Industry Financial Services
Experience
Fidelity Investments  February 2014 - Present
Fidelity Investments  May 2012 - February 2014
Fifth Third  June 2011 - May 2012
Chase Investment Services   December 2010 - May 2011
JPMorgan Chase  September 2009 - February 2011
District 202 Schools   January 2007 - September 2009
2006Arbonne International   December 2003 - June 2005
Charles Schwab  September 1999 - August 2001
Charles Schwab  January 1997 - September 1999

Skills
Marketing, Sales, Project Management, Investments, Customer Service, Portfolio Management, Finance, Direct Sales, Direct Marketing, Networking, Financial Advisory, Management, Entrepreneurship

Education
Marquette University   1991 — 1995
Bachelor of Science

David Schuebel David Schuebel Greater Milwaukee Area Details
David Schuebel's Chase Investment Services Experience July 2009 - January 2011
Job Independent Financial Advisor at Heartland Wealth Management
Industry Financial Services
Experience
Heartland Wealth Management   March 2011 - Present
Ad-Tech Medical Instrument Corp   February 2011 - August 2011
Chase Investment Services   July 2009 - January 2011
Smith Barney  2006 - 2009
BC Ziegler  June 2000 - November 2006
Firstar Trust   March 1997 - June 2000
Strong Funds  1993 - 1997

Skills
Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, 401k, ETFs, Investment Strategies, Financial Services, Finance, Portfolio Management

Education
Carthage College   1987 — 1991

Racine Park

Patrick Sweeney Patrick Sweeney Greater New York City Area Details
Patrick Sweeney's Chase Investment Services Experience 1999 - 2000
Job Vice President , National Training Officer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  May 2013 - Present
UBS Wealth Management  January 2004 - May 2013
AIG Advisor Group  January 2003 - December 2004
CSFB Pershing   2000 - 2001
Chase Investment Services   1999 - 2000
Citi Investment Services CIS   1991 - 1993

Skills
Program Management, Learning Management

Education
St. Thomas Aquinas College   2005 — 2009
MBA, Management

Jon Bauman Jon Bauman Phoenix, Arizona Area Details
Jon Bauman's Chase Investment Services Experience December 2007 - February 2012
Job Investment Advisor Personal
Industry Nonprofit Organization Management
Experience
Rotary International  2013 - 2013
Chase Investment Services   December 2007 - February 2012
RSI Enterprises  1997 - 1999

Skills
Strategic Planning, Retirement Planning, Customer Service, Asset Management, Portfolio Management, Asset Managment, Financial Analysis, Management, Investments, Strategic Financial..., Series 7, Budgets, Fixed Income, Asset Allocation, Retirement, Mutual Funds, Estate Planning, Wealth Management, Derivatives, Public Speaking, Investment Strategies, Leadership, Hedge Funds, Marketing, Equities, Investment Advisory, Risk Management, Wealth Accumulation, Mergers & Acquisitions, Wealth

Education
Western International University   2005 — 2006
Not completed, MBA International Business

Arizona State University   1969 — 1974
Bachelor of Science (BS), Business Administration Marketing

Joy Prentice Joy Prentice Columbus, Ohio Area Details
Joy Prentice's Chase Investment Services Experience October 1999 - Present
Job Performance Tracking Mgr II at Chase Investment Services
Industry Financial Services
Experience
Chase Investment Services   October 1999 - Present

Education
The Ohio State University
Bachelor of Science (BS), Finance, General

The Ohio State University
Master of Business Administration (MBA)

Keith Brady, MBA Keith Brady, MBA Greater New York City Area Details
Keith Brady, MBA's Chase Investment Services Experience October 2007 - May 2008
Job VP Wealth Mgmt, Regional Financial Institution
Industry Financial Services
Experience
Regional Financial Institution   May 2008 - Present
Mutual Inc.   2014 - 2014
Mutual Inc.   2014 - 2014
Chase Investment Services   October 2007 - May 2008
BNY Investment Center   1999 - 2007
Informix Software  1997 - 1998
Chancellor Broadcasting  1996 - 1997
Essex Investment Management  1993 - 1996
Essex Investment Management  1993 - 1996

Skills
Mutual Funds, Retirement Planning, Strategic Financial..., Series 63, Asset Allocation, Portfolio Management, Series 7, Securities, Investment Strategies, Hedge Funds, Financial Services, Banking, Retirement, ETFs, Wealth Management, Investments, Investment Advisory, Separately Managed..., Loans, Estate Planning, Asset Management, Alternative Investments, Investment Management, Credit, Finance, Uniform Combined State..., Series 65, Commercial Banking, IRAs, Equities, Fixed Income, 401k, Risk Management, Wealth Management..., Financial Advisory, Fixed Annuities, Financial Analysis, Capital Markets

Education
LIU Post   1976 — 1978

SBI Campus

Marc Micali Marc Micali Greater New York City Area Details
Marc Micali's Chase Investment Services Experience December 2010 - October 2012
Job Private Client Advisor
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A.   October 2012 - Present
Chase Investment Services   December 2010 - October 2012
Allstate Financial  August 2004 - December 2010
Merrill Lynch  1999 - 2000

Education
Stockton University   1992 — 1994
Bachelor of Arts, Business

West Virginia University   1990 — 1992

Tyone D. Hughes Tyone D. Hughes Greater Chicago Area Details
Tyone D. Hughes's Chase Investment Services Experience July 2007 - June 2010
Job JPMorgan Private Wealth Management
Industry Financial Services
Experience
Third Baptist Church of Chicago   September 2012 - Present
JP Morgan  June 2005 - Present
Chase Investment Services   July 2007 - June 2010

Skills
Series 63, Series 65, Series 7, Series 6, Wealth Management..., Insurance, Banking, Risk Management, Retail Banking, Financial Analysis, Customer Service, Process Improvement, Management, Project Management, Training, Microsoft Office, Microsoft Excel, Outlook, Team Building, Account Management, Finance, Financial Services, Investments, Portfolio Management, Credit

Education
Chicago State University   1999 — 2004
Bachelor of Arts (B.A.), Speech English

Northern Baptist Theological Seminary

Stacey Polakowski Stacey Polakowski Greater Philadelphia Area Details
Stacey Polakowski's Chase Investment Services Experience 1994 - 1997
Job Senior Consultant at Intellitec Solutions
Industry Financial Services
Experience
Intellitec Solutions  November 2013 - Present
Hornor Townsend & Kent  April 2005 - July 2013
BNP Paribas  1998 - 2005
Corestates/First Union   September 1997 - September 1998
Chase Investment Services   1994 - 1997
Citicorp Investment Services  1991 - 1994
BHC Securities  1989 - 1991
CareersUSA  1987 - 1989

Skills
Financial Statements, Treasury, SEC, Capital Markets, Great Plains Software, Broker-Dealer, Account Reconciliation, Accounts Receivable, US GAAP, Accounts Payable, Fixed Assets, Financial Analysis, Financial Reporting, Internal Controls, FINRA, Analytics, Budget Process, Forecasting, Auditing, Accounting, Managerial Finance, Finance

Education
La Salle University - School of Business Administration   1985 — 1994
Bachelor of Science, Accounting

Nazareth Academy High School

Peter Vallejo Peter Vallejo Phoenix, Arizona Area Details
Peter Vallejo's Chase Investment Services Experience 2004 - 2007
Job Adjunct Professor
Industry E-Learning
Experience
Arizona College  August 2013 - Present
EDMC  June 2012 - October 2013
Independant Consultant  August 2008 - June 2012
Wells Fargo Investments  2007 - 2008
Chase Investment Services   2004 - 2007
ING  2000 - 2004
American Express  1989 - 1992
GMAC  1989 - 1990

Skills
Strategic Planning, Leadership, E-Learning, Higher Education, Staff Development, Leadership Development, Program Management

Education
University of Phoenix
Master of Arts (MA), Higher Education/Higher Education Administration

Arizona State University   1987 — 1988

George Mason University   1980 — 1984

United States Naval Academy   1984 — 1984

United States Naval Academy   1980 — 1983

Scott Minnihan Scott Minnihan Milltown, New Jersey Details
Scott Minnihan's Chase Investment Services Experience June 2000 - June 2003
Job Experienced Project Manager/Business Analyst
Industry Financial Services
Experience
Carlisle & Gallagher Consulting Group  January 2014 - Present
Smart Tuition  July 2007 - November 2013
JPMorgan Chase  February 2006 - August 2007
PNC  March 2005 - February 2006
Merrill Lynch  June 2003 - March 2005
Chase Investment Services   June 2000 - June 2003

Skills
Team Building, Investments, Strategic Planning, New Business Development, Sales, Project Management, Product Development, Leadership, Start-ups, Business Analysis, Management, Salesforce.com, Business Development, Strategic Partnerships, Agile Methodologies, Team Leadership, SQL, Microsoft Excel, Requirements Gathering, Agile Project Management, Data Analysis, SDLC, Scrum, QuickBooks, Product Requirements, Problem Solving, Creative Problem Solving, Analytical Skills, Data Mapping, Financial Services, Consulting, Analysis, Banking, Integration, Strategy, Oracle, Finance

Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Economics

Rutgers University-New Brunswick
Bachelor's degree, Economics

Andrew Iles Andrew Iles Orange, California Details
Andrew Iles's Chase Investment Services Experience 2008 - December 2011
Job Contracts Intern at Cosmodyne, LLC
Industry Law Practice
Experience
Cosmodyne, LLC   July 2014 - April 2015
U.S. Department of Labor   May 2014 - July 2014
Alona Cortese Elder Law Center   January 2014 - May 2014
Orange County District Attorney  May 2013 - August 2013
SchoolsFirst Federal Credit Union  January 2012 - July 2012
Chase Investment Services   2008 - December 2011
City of Huntington Beach  2007 - 2007
City of Santa Ana  2006 - 2007

Skills
Public Speaking, Legal Research, Legal Writing, Securities, Strategic Planning, Westlaw, Finance, Microsoft Excel, Insurance, Mutual Funds, Investments, Analysis, Client Counseling, Lexis, Client Recruitment, Consultative Sales, Fixed Annuities, Variable Annuities, Asset Allocation, Retirement Planning, Business Process..., Human Resources, Economic Development, Series 63, Series 7, Asset Management, Risk Management, Financial Services, Banking, Wealth Management, Credit, Portfolio Management, FINRA, Strategic Financial..., Contractual Agreements, Negotiation, Retirement, Conflict Minerals, Securities Filings, ERISA, LexisNexis

Education
Chapman University, School of Law   2012 — 2015
Doctor of Law (J.D.), Law

University of Southern California   2006 — 2008
MPA, Public Administration

University of California, Irvine   2004 — 2006
B.A., Criminology, Law and Society; Political Science

BOHS

Glenn Schaul Glenn Schaul Greater New York City Area Details
Glenn Schaul's Chase Investment Services Experience April 2010 - November 2011
Job Relationship Manager at Albridge, an Affiliate of Pershing
Industry Financial Services
Experience
Albridge, an Affiliate of Pershing  November 2011 - Present
Chase Investment Services   April 2010 - November 2011
Raymond James Financial  November 2006 - June 2009
Wells Real Estate Funds  March 2004 - March 2006
Schwab Institutional  October 1998 - March 2004
Charles Schwab  1995 - 1998

Skills
Business Development, Sales, Investments, Management, Financial Services, Finance, Portfolio Management, Sales Operations, Mutual Funds, Wealth Management, Series 63, Series 7, Securities, Investment Advisory, Relationship Management, Alternative Investments, Asset Management, Asset Allocation, FINRA, Financial Advisory, Fixed Income, Equities, Series 24, Retirement Planning, Investment Management

Education
Syracuse University - Martin J. Whitman School of Management   1983 — 1987
BS, Finance

Brent Gray Brent Gray Seattle, Washington Details
Brent Gray's Chase Investment Services Experience February 2010 - October 2012
Job Private Client Advisor, CFP®
Industry Financial Services
Experience
JP Morgan Chase Bank NA  October 2012 - Present
Chase Investment Services   February 2010 - October 2012
Chase Investment Services   July 2005 - February 2010
Chase Investment Services   November 2002 - July 2005
UBS PaineWebber  January 2002 - November 2002
Charles Schwab & Co., Inc   January 1999 - January 2001

Skills
Financial Planning, Investments, Finance, Management, Portfolio Management, Wealth Management, Financial Services, Mutual Funds, Banking, Financial Analysis, Asset Allocation

Education
College for Financial Planning   2014 — 2015
Financial Planning Certificate

Thunderbird School of Global Management   2006 — 2008
Global MBA

St. Lawrence University   1994 — 1998
BA, Cum Laude, Sociology

International School of Brussels   1986 — 1993

Brian Distler, CFP® Brian Distler, CFP® Cleveland/Akron, Ohio Area Details
Brian Distler, CFP®'s Chase Investment Services Experience May 2009 - January 2011
Job Director of Wealth Management at NMS Wealth Management
Industry Investment Management
Experience
NMS Wealth Management   January 2011 - Present
Chase Investment Services   May 2009 - January 2011
Ameriprise Financial  January 2008 - May 2009
Ameriprise Financial  March 2006 - May 2009

Skills
Wealth Management, Financial Planning, Retirement Planning, Investments, Asset Management, Strategic Financial..., Asset Allocation, Investment Advisory, Financial Advisory, Uniform Combined State..., Mutual Funds, Series 7, Certified Financial..., Estate Planning, Finance, Series 63, Investment Strategies, Alternative Investments, Securities, Investment Management, Retirement, 401k, FINRA

Education
Case Western Reserve University
BS, Finance, Economics

Michaelene Sims Michaelene Sims Columbus, Ohio Area Details
Michaelene Sims's Chase Investment Services Experience 2001 - January 2011
Job Sr Accountant at Chase Investment Services
Industry Accounting
Experience
JPMorgan Chase  January 2011 - Present
Chase Investment Services   2001 - January 2011

Skills
Internal Controls, Variance Analysis, Financial Accounting, Auditing, Essbase, US GAAP, Hyperion Enterprise, Cash Flow, Accounts Payable, Financial Statement..., Bank Reconciliation, Consolidation, Tax Preparation

Education
The Ohio State University   1991 — 1993
BSBA, Accounting

Altaf Quadri Altaf Quadri New York, New York Details
Altaf Quadri's Chase Investment Services Experience November 2007 - May 2011
Job Assistant Vice President
Industry Financial Services
Experience
Citi  May 2011 - Present
Chase Investment Services   November 2007 - May 2011

Education
Baruch College
Bachelor of Business Administration (B.B.A.), Accounting

Ann Bushnell Ann Bushnell Greater New York City Area Details
Ann Bushnell's Chase Investment Services Experience September 2002 - March 2005
Job Private Client Relationship Manager at Citi
Industry Financial Services
Experience
Citi  May 2011 - Present
Sovereign Bank/Santander  November 2009 - June 2010
Bank of America  March 2005 - January 2009
Chase Investment Services   September 2002 - March 2005
Lebenthal  November 1998 - September 2000
Republic Financial Services  February 1997 - November 1998
Essex Bank of New York   March 1996 - February 1997
Chase Investment Services   February 1994 - March 1996

Skills
Banking, Mutual Funds, Leadership, Finance, Asset Management, Credit, Retail Banking, Sales, Mortgage Lending, Investment Advisory, Insurance, Solution Selling, Program Management, Team Building, Financial Services, Investments, Wealth Management, Management, Portfolio Management, Relationship Management, Loans, Risk Management, Commercial Banking, CRM

Education
Chauncey Chapel Hill   1962 — 1968
College Prep

Katherine Gibbs
Business

Université Sorbonne Nouvelle - Paris 3
Language

Ram Boddupalli Ram Boddupalli San Antonio, Texas Area Details
Ram Boddupalli's Chase Investment Services Experience July 2009 - Present
Job Investment Sevice representative at Chase Investment services
Industry Investment Banking
Experience
Chase Investment services   July 2009 - Present
Banc of America Investments  April 2008 - January 2009

Education
University of Mumbai   1967 — 1974
BS, Maths physics

Series 7 and 66

Texas department of Insurance
Life and Health Insurance

Darrin Werbitsky ChFC Darrin Werbitsky ChFC Greater New York City Area Details
Darrin Werbitsky ChFC's Chase Investment Services Experience October 1997 - March 2000
Job Regional Sales Manager at ENSI
Industry Financial Services
Experience
Essex National Securities  May 2001 - Present
Dreyfus  April 2000 - May 2001
Chase Investment Services   October 1997 - March 2000
Citicorp Investment Services  July 1994 - October 1997
Prudential Insurance  March 1992 - July 1994
Prudential Financial Services Inc   August 1991 - March 1992

Skills
Mutual Funds, Strategic Financial..., Wealth Management, Investments, Retirement Planning, Mergers & Acquisitions, Finance, Securities, Banking, Insurance, Series 63

Education
University of Vermont   1983 — 1987
MS, Biology

St. Lawrence University   1979 — 1983
B.S, Biology and Environmental Studies

Gary Anglin Gary Anglin Houston, Texas Area Details
Gary Anglin's Chase Investment Services Experience June 2008 - December 2008
Job Federal Government Marketing at Prime Controls
Industry Industrial Automation
Experience
Prime Controls  February 2009 - Present
Chase Investment Services   June 2008 - December 2008
H&R Block Financial Advisors  2005 - 2008
Edward Jones  January 1998 - May 2005
Hamilton-Hico Title and Abstract Company   April 1995 - December 1997
Hercules  May 1981 - March 1995

Skills
Strategic Financial..., Project Management, Technical Analysis

Education
Rice University   1977 — 1981
BSME

Eric Faust, CFP® Eric Faust, CFP® Phoenix, Arizona Area Details
Eric Faust, CFP®'s Chase Investment Services Experience November 2009 - April 2010
Job Investment Advisor at Financial Engines
Industry Financial Services
Experience
Financial Engines  April 2010 - Present
Chase Investment Services   November 2009 - April 2010
USAA  January 2005 - June 2009
Merrill Lynch  June 2000 - November 2004
Simmons & Bishop   October 1994 - June 2000
Olde Discount  February 1992 - September 1994

Skills
Financial Planning, Portfolio Management, Derivatives, Team Leadership, Time Management, Retirement Planning, Risk Management, Securities, Wealth Management, Annuities, Retirement Income..., Equities, Fixed Income, Mutual Funds, Estate Planning, Asset Allocation, Investment Strategies, Insurance, Options, Series 65, IRAs, Investment Management, Financial Services, Strategic Financial..., Fixed Annuities, Wealth, Financial Advisory, Call Centers, 401k, Sales Management, Bonds, Business Development

Education
Michigan State University
BS, Financial Administration

Lynda Sturges Lynda Sturges San Antonio, Texas Area Details
Lynda Sturges's Chase Investment Services Experience June 2010 - Present
Job Client Services at Chase Investment Services
Industry Research
Experience
Chase Investment Services   June 2010 - Present
Endeavor Clinical Trials, PA   August 2008 - February 2010

Education
The University of Texas at San Antonio   2004 — 2010
Bachelor, Finance

Kyle Kirkham Kyle Kirkham Greater San Diego Area Details
Kyle Kirkham's Chase Investment Services Experience March 2009 - May 2012
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  December 2012 - Present
Private Wealth Management Firm  May 2012 - January 2013
Chase Investment Services   March 2009 - May 2012
Wells Fargo  April 2005 - September 2008

Skills
Retirement Planning, Financial Planning, Series 7, Wealth Management, Investments, Portfolio Management, Financial Analysis, Strategic Financial..., Financial Modeling, Managerial Finance, MBA, Business Strategy, Marketing Strategy, Finance, Financial Planners, Investment Advisory, IRAs, Investment Strategies, Wealth, Financial Services, Investment Management, High Net Worth..., Financial Advisory, Asset Allocation, Wealth Management...

Education
National University   2005 — 2009
MBA, Business Administration

San Diego State University-California State University   1999 — 2001
Bachelor of Science, Finance

Moshe Aronov Moshe Aronov Greater New York City Area Details
Moshe Aronov's Chase Investment Services Experience April 2007 - November 2011
Job Managing Partner at Cortburg Retirement Planning
Industry Financial Services
Experience
Cortburg Retirement Planning   January 2014 - Present
Aronov Wealth Management Independence powered by LPL Financial   November 2011 - December 2013
Chase Investment Services   April 2007 - November 2011
AllianceBernstein  January 2000 - April 2007

Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Asset Allocation, Fixed Annuities, Alternative Investments, 401k, Asset Managment, Wealth Management, Fixed Income, Portfolio Management, Life Insurance, Investment Advisory, Retirement, Long-term Care, Term Life Insurance, Healthcare, Estate Planning, Wealth, Asset Management, Financial Services, FINRA, Finance, IRAs, Investment Strategies, Strategic Financial..., Series 6, Investment Management, Investments, Financial Planning

Education
State University of New York at Stony Brook   1989 — 1993
Philosophy

Dov Revel

Brenda LaBar Brenda LaBar Redlands, California Details
Brenda LaBar's Chase Investment Services Experience 2010 - August 2013
Job Financial Services Rep
Industry Financial Services
Experience
MetLife Premier Client Group  2013 - Present
Chase Investment Services   2010 - August 2013
Citigroup  2005 - 2010

Skills
Investments, Retirement Planning, Wealth Management, Series 7, Investment Advisory, Mutual Funds, Portfolio Management, Strategic Financial..., Securities, Financial Services, Financial Analysis, Equities, Banking, Fixed Income, Series 63, Asset Management, Asset Allocation

Education
Southern Adventist University

Sumair Hassan Sumair Hassan Greater Seattle Area Details
Sumair Hassan's Chase Investment Services Experience May 2010 - July 2011
Job Private Client Advisor at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A.   August 2013 - Present
Curri-Ezee Gourmet Foods   2006 - July 2014
JPMorgan Securities LLC  August 2011 - July 2013
Chase Investment Services   May 2010 - July 2011
Zones  2004 - 2006
Summit Computers   2003 - 2004
The Home Depot  2002 - 2004
Voodoo PC   1997 - 2002

Education
Green River Community College   2002 — 2004
Computer/Electrical Engineering

Joshua Goldshlager Joshua Goldshlager Greater New York City Area Details
Joshua Goldshlager's Chase Investment Services Experience November 2008 - February 2010
Job Financial Sales Professional
Industry Financial Services
Experience
Financial Industry Regulatory Authority  May 2014 - Present
Financial Industry Regulatory Authority  January 2014 - May 2014
Allstate Financial Services, LLC  2010 - 2012
Chase Investment Services   November 2008 - February 2010
Merrill Lynch  February 2007 - November 2008
Morgan Stanley Dean Witter  2004 - 2007

Skills
Investments, Finance, Strategic Financial...

Education
Binghamton University   1998 — 2002
BA, Philosophy

Benjamin N. Cardozo School of Law, Yeshiva University

Rebecca Stasi Rebecca Stasi Columbus, Ohio Area Details
Rebecca Stasi's Chase Investment Services Experience 2010 - 2010
Job Property Damage Adjuster at GEICO
Industry Insurance
Experience
GEICO  July 2015 - Present
Screenpointe Inc.   2011 - Present
Progressive Insurance  September 2007 - March 2011
Apex Systems  November 2010 - 2011
Chase Investment Services   2010 - 2010
Hertz  2003 - 2007

Skills
Technical Recruiting, Applicant Tracking..., Cold Calling, Talent Acquisition, Recruiting, Internet Recruiting, Leadership, Sourcing, Contract Recruitment, Onboarding, Staffing Services, Interviews, Benefits Negotiation, Temporary Placement, Screening Resumes, Staff Augmentation, Temporary Staffing, College Recruiting, Hiring, Building Relationships, Job Fairs, Taleo, Resume Writing, Screening, Executive Search, PeopleSoft, Human Resources

Education
University of Arizona   1998 — 2003
BA, Political Science

Kerrie Cobb Kerrie Cobb Indianapolis, Indiana Area Details
Kerrie Cobb's Chase Investment Services Experience January 2005 - January 2013
Job Financial Consultant with Regions Investment Solutions
Industry Investment Banking
Experience
Regions Financial Corporation  January 2013 - Present
Chase Investment Services   January 2005 - January 2013

Education
Indiana State University
Bachelor of Applied Science (B.A.Sc.)

Charles Massey Charles Massey Greater Chicago Area Details
Charles Massey's Chase Investment Services Experience June 2010 - November 2011
Job Financial Consultant with Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  April 2015 - Present
E*TRADE Financial  December 2011 - April 2015
Chase Investment Services   June 2010 - November 2011
JPMorgan Chase  September 2007 - May 2010

Skills
Management, Investments, Finance, Banking, Financial Analysis, Credit, Portfolio Management, Financial Services, Mutual Funds, Loans

Education
Tennessee Technological University - College of Business Administration   1994 — 1998
Bachelor of Business Administration (BBA), Economics

Irina Heredia Irina Heredia Greater New York City Area Details
Irina Heredia's Chase Investment Services Experience October 2007 - April 2012
Job Citigold Relationship Manager
Industry Executive Office
Experience
Citi  December 2013 - Present
HSBC Securities Inc.  August 2012 - December 2013
chase investment services   October 2007 - April 2012

Skills
Banking, Strategic Planning, Retail Banking, Credit, Finance, Relationship Management, Marketing, Portfolio Management, Microsoft Office, Financial Risk, Loans

Education
Baruch College, City University of New York (CUNY)   2002 — 2006
Bachelor of Business Administration (B.B.A.), FINANCE AND INVESTMENTS

Trevor Talbot Trevor Talbot Houma, Louisiana Details
Trevor Talbot's Chase Investment Services Experience June 2004 - March 2006
Job Associate Wealth Advisor at Hassell Wealth Management
Industry Investment Management
Experience
Hassell Wealth Management   March 2006 - Present
Chase Investment Services   June 2004 - March 2006
American Express Financial Advisors  March 2003 - June 2004

Education
Nicholls State University

Conni (Palmetier) McEwen Conni (Palmetier) McEwen Indianapolis, Indiana Area Details
Conni (Palmetier) McEwen's Chase Investment Services Experience May 2008 - September 2011
Job Supervisory Manager at JP Morgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities LLC  October 2012 - Present
Chase Investment Services   May 2008 - September 2011
Fidelity Investments  May 2005 - May 2008
Raymond James & Associates, Inc   February 2003 - May 2005
Prudential Financial  2002 - 2002
Key Ba   1999 - 2002

Education
Indiana Wesleyan University   2000 — 2002
MBA, Business Administration

Ball State University   1990 — 1995
BS, Elementary Education

Klein High School

Paul Paolucci Paul Paolucci Greater New York City Area Details
Paul Paolucci's Chase Investment Services Experience 1990 - 2005
Job Financial Services Professional Licenses: 7; 24; & 27; Open to new opportunities
Industry Financial Services
Experience
Nomura Securities  2007 - 2011
Chase Investment Services   1990 - 2005
Drexel Burnham Lambert  October 1983 - April 1990

Skills
Middle Office, Financial Modeling, Financial Analysis, Portfolio Management, Banking, Cash Management, Trading, Financial Risk

Education
Baruch Zicklin School of Business
MBA, Finance, General

Fordham University
Bachelor of Science (BS), Business Administration and Management, General

Iona
Master of Science (M.S.), Finance, General

Raymond Carcich Raymond Carcich Smithtown, New York Details
Raymond Carcich's Chase Investment Services Experience 2008 - 2012
Job Independant Financial Advisor
Industry Financial Services
Experience
JPMorgan Chase  February 2008 - February 2012
Chase Investment Services   2008 - 2012

Skills
Retirement Planning, Strategic Financial..., Investments

Education
Long Island University, C.W. Post Campus

Dave Strade Dave Strade Pilot Hill, California Details
Dave Strade's Chase Investment Services Experience September 2012 - March 2013
Job Private Banking Relationship Manager at U.S. Bank
Industry Banking
Experience
U.S. Bank   April 2013 - Present
Chase Investment Services   September 2012 - March 2013
Merrill Lynch  2009 - 2012
Bank of America  January 2008 - April 2009
Bank of America  December 2001 - October 2006

Skills
Long-term Customer..., Sales and Portfolio..., Financial Analysis, Investment Strategies, Mortgage Lending, Business Products and..., Building Business..., Portfolio Management, Banking, Commercial Banking, Finance, Corporate Finance, Private Banking, Credit, Credit Analysis, Wealth Management, Small Business Lending, Financial Advisory, Series 7, Investments, Loans, Management, Relationship Management

Education
California State University-Stanislaus
Bachelor's degree, Business Administration and Management, General, Magna cum Laude

Dan Kurowski Dan Kurowski Indianapolis, Indiana Details
Dan Kurowski's Chase Investment Services Experience October 2003 - March 2007
Job Regional Sales Manager at PNC Investments
Industry Financial Services
Experience
PNC Investments  May 2014 - Present
Fifth Third Securities  March 2007 - March 2014
Chase Investment Services   October 2003 - March 2007
Chase Investment Services   November 1997 - October 2003

Skills
Asset Allocation, Portfolio Management, Investment Advisory, Investments, Wealth Management

Education
Indiana University Bloomington   1992 — 1995
Bachelor of Science, Finance

University of Notre Dame   1991 — 1992

Katie Angelino Katie Angelino East Islip, New York Details
Katie Angelino's Chase Investment Services Experience August 2009 - July 2012
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  July 2012 - Present
Chase Investment Services   August 2009 - July 2012
Ameriprise Financial Services, Inc.   January 2006 - August 2009

Skills
Series 7, Investments, Asset Management, Series 4, Series 24, Series 53, Series 66, Sales Management, Investment Advisory, Series 63, Equities, Financial Advisory, Uniform Combined State..., Portfolio Management, Series 65, Asset Allocation, Mutual Funds, Retirement Planning, FINRA, Wealth Management

Education
Kansas State University   1998 — 2000
Master's degree, Cultural Studies/Critical Theory and Analysis

Kansas State University   1995 — 1998
Bachelor's degree, English Language and Literature, General

Frank Godfrey Frank Godfrey Salt Lake City, Utah Details
Frank Godfrey's Chase Investment Services Experience June 2007 - October 2013
Job Investment Adviser Representative. Financial A
Industry Financial Services
Experience
KeyBank  June 2015 - Present
Chase Investment Services   June 2007 - October 2013
Mountain America Credit Union  January 2000 - June 2007

Skills
Customer Service, Asset Allocation, Fixed Assets, Consulting, Mutual Funds, Client Development, Client Counseling, Client Relations Skills, Client Education, Client Presentation, Customer Retention, Customer Insight, Customer Oriented, Customer Acquisition, Asset Management, inestment adviser..., Compliance, Lecturing, Organization, Presenter at the..., Internal Communications, Typing, Negotiation, New Business Development, Research, Risk Assessment, Disaster Recovery, Many letters of..., Investment Guest on the..., Equities, life insurance..., Health Insurance..., Property & Casualty..., Disabilty outsourced

Education
Brigham Young University   1980 — 1982

Brigham Young University   1978 — 1979