Chase Investment Services Corp
Industry: Company
DescriptionHeadquarters: New York City, NY Founded: 1989 Parent organization: Banc One Capital Holdings LLC
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Chase Investment Services Corp Employees
Employee
Years
Job
Industry
Mark Trotta Mark Trotta's Chase Investment Services Corp Experience December 2006 - July 2011
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2015 - October 2015
Merrill Edge August 2011 - January 2015
Chase Investment Services Corp. December 2006 - July 2011
JPMorgan Chase December 2006 - April 2010
Skills
Finance, Financial Services, Investments, Wealth Management, Mutual Funds, Portfolio Management, Retirement Planning, Financial Advisory, Credit, Life Insurance, Long Term Care Insurance, Financial Planning
Education
Gateway Community College 2004 — 2005
General Studies
Bank of America Merrill Lynch March 2015 - October 2015
Merrill Edge August 2011 - January 2015
Chase Investment Services Corp. December 2006 - July 2011
JPMorgan Chase December 2006 - April 2010
Skills
Finance, Financial Services, Investments, Wealth Management, Mutual Funds, Portfolio Management, Retirement Planning, Financial Advisory, Credit, Life Insurance, Long Term Care Insurance, Financial Planning
Education
Gateway Community College 2004 — 2005
General Studies
Ben Ybarra Ben Ybarra's Chase Investment Services Corp Experience December 2006 - July 2008
Job Associate Banker at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2014 - Present
JP Morgan Securities July 2008 - August 2014
Chase Investment Services Corp December 2006 - July 2008
Edward Jones June 2004 - November 2006
Skills
Series 7, Business Strategy, Series 63, Mutual Funds, Strategic Financial..., Strategic Planning, Asset Allocation, Wealth Management, Investments, Finance
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration, Finance/Marketing/Entrepreneurship
Purdue University 1999 — 2004
Bachelor of Science, Management
JPMorgan Chase & Co. September 2014 - Present
JP Morgan Securities July 2008 - August 2014
Chase Investment Services Corp December 2006 - July 2008
Edward Jones June 2004 - November 2006
Skills
Series 7, Business Strategy, Series 63, Mutual Funds, Strategic Financial..., Strategic Planning, Asset Allocation, Wealth Management, Investments, Finance
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration, Finance/Marketing/Entrepreneurship
Purdue University 1999 — 2004
Bachelor of Science, Management
Nyoka Richards-Moise Nyoka Richards-Moise's Chase Investment Services Corp Experience March 2012 - Present
Job Chase Private Client at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. March 2013 - Present
Chase Investment Services Corp. March 2012 - Present
Wells Fargo Advisors 2010 - March 2012
Chase 2007 - 2010
Capital One 2004 - 2007
Skills
Microsoft Office, Word, Customer Relations, PowerPoint, Excel, Client Relationship..., Partner Relationship..., Series 6, Series 63, Life Insurance, Notary Public, Microsoft Word, CRM, Microsoft Excel, Customer Service, Financial Analysis, Portfolio Management, Credit, Relationship Management, Sales, Securities, Financial Services, Retirement Planning, Loan Origination, Life, Consumer Lending, Loans, Finance, Partner Management, Financial Modeling
Education
Brooklyn College
Bachelor of Science (BS), Business, Management, and Finance
JPMorgan Chase & Co. March 2013 - Present
Chase Investment Services Corp. March 2012 - Present
Wells Fargo Advisors 2010 - March 2012
Chase 2007 - 2010
Capital One 2004 - 2007
Skills
Microsoft Office, Word, Customer Relations, PowerPoint, Excel, Client Relationship..., Partner Relationship..., Series 6, Series 63, Life Insurance, Notary Public, Microsoft Word, CRM, Microsoft Excel, Customer Service, Financial Analysis, Portfolio Management, Credit, Relationship Management, Sales, Securities, Financial Services, Retirement Planning, Loan Origination, Life, Consumer Lending, Loans, Finance, Partner Management, Financial Modeling
Education
Brooklyn College
Bachelor of Science (BS), Business, Management, and Finance
Michael McCreary, Jr., CFP®'s Chase Investment Services Corp Experience February 2011 - July 2011
Job Financial Advisor at Raymond James Financial Services
Industry Banking
Experience
First Tech Federal Credit Union Financial Advisor, RJFSFirst Tech Federal Credit Union / Addison Avenue Investment ServicesJuly 2011 - Present
Chase Investment Services Corp. February 2011 - July 2011
North Island Credit Union September 2008 - March 2011
Skills
Financial Planning, Risk Management, Investments, Tax Planning and..., Retirement, Employee Benefits, Estate Planning
Education
San Diego State University-California State University
Graduate Certificate, Financial Planning
University of Redlands 2005 — 2008
Bachelor's Degree, Business Administration and Management, General
Santa Rosa Junior College 2004 — 2005
Associate's Degree
First Tech Federal Credit Union Financial Advisor, RJFSFirst Tech Federal Credit Union / Addison Avenue Investment ServicesJuly 2011 - Present
Chase Investment Services Corp. February 2011 - July 2011
North Island Credit Union September 2008 - March 2011
Skills
Financial Planning, Risk Management, Investments, Tax Planning and..., Retirement, Employee Benefits, Estate Planning
Education
San Diego State University-California State University
Graduate Certificate, Financial Planning
University of Redlands 2005 — 2008
Bachelor's Degree, Business Administration and Management, General
Santa Rosa Junior College 2004 — 2005
Associate's Degree
Edwin Martinez Edwin Martinez's Chase Investment Services Corp Experience October 2008 - September 2010
Job Financial Adviser Specializing in Tax Free Retirement Income and Life Insurance
Industry Financial Services
Experience
Focal Wealth Management September 2010 - Present
Chase Investment Services Corp October 2008 - September 2010
WaMu Investment Services Inc. October 1995 - October 2008
Skills
Insurance Planning, Retirement Planning, Financial Planning, Estate Planning, Wealth Management, Risk Management, Annuities, Long Term Care, 401k, Insurance, Personal Finance, Alternative Investments, Public Speaking, IRA's, Fixed Annuities, Roth IRA, Investments, Financial Planners, Asset Management, Long-term Care, IRAs, Investment Advisory, Income Protection, Wealth Management..., Life Insurance, Retirement, Financial Management..., Strategic Financial..., Management, Strategic Planning, Customer Service, Team Building, Leadership, Finance, Marketing
Education
College for Financial Planning
Focal Wealth Management September 2010 - Present
Chase Investment Services Corp October 2008 - September 2010
WaMu Investment Services Inc. October 1995 - October 2008
Skills
Insurance Planning, Retirement Planning, Financial Planning, Estate Planning, Wealth Management, Risk Management, Annuities, Long Term Care, 401k, Insurance, Personal Finance, Alternative Investments, Public Speaking, IRA's, Fixed Annuities, Roth IRA, Investments, Financial Planners, Asset Management, Long-term Care, IRAs, Investment Advisory, Income Protection, Wealth Management..., Life Insurance, Retirement, Financial Management..., Strategic Financial..., Management, Strategic Planning, Customer Service, Team Building, Leadership, Finance, Marketing
Education
College for Financial Planning
Larry Bambico Larry Bambico's Chase Investment Services Corp Experience June 2009 - December 2011
Job AVP, Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2014 - Present
JP Morgan Chase Bank, N.A. July 2014 - October 2014
JP Morgan Securities LLC December 2011 - July 2014
Chase Investment Services Corp June 2009 - December 2011
JP Morgan Chase January 2008 - June 2009
Education
California State University-Northridge
Bank of America Merrill Lynch October 2014 - Present
JP Morgan Chase Bank, N.A. July 2014 - October 2014
JP Morgan Securities LLC December 2011 - July 2014
Chase Investment Services Corp June 2009 - December 2011
JP Morgan Chase January 2008 - June 2009
Education
California State University-Northridge
Krizia Diaz Krizia Diaz's Chase Investment Services Corp Experience December 2011 - January 2014
Job Branch Manager at Chase
Industry Retail
Experience
Chase January 2014 - Present
Chase Investment Services Corp. December 2011 - January 2014
Chase December 2010 - January 2014
WRN Associates LLC. June 2010 - August 2010
Aldo Groupe June 2008 - February 2010
Skills
Customer Service, Microsoft Word, Sales, Sales Operations, Teamwork, Financial Analysis, Microsoft Excel, PowerPoint, Coaching, Microsoft Office, Business, Account Reconciliation, Marketing, Inventory Management, Social Media, Banking, Social Networking, Event Planning, Social Media Marketing, Credit, Management, Leadership, Time Management
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2011
BS, Business Management
Christ the King Regional High School 2003 — 2007
Advanced Regents Diploma
Chase January 2014 - Present
Chase Investment Services Corp. December 2011 - January 2014
Chase December 2010 - January 2014
WRN Associates LLC. June 2010 - August 2010
Aldo Groupe June 2008 - February 2010
Skills
Customer Service, Microsoft Word, Sales, Sales Operations, Teamwork, Financial Analysis, Microsoft Excel, PowerPoint, Coaching, Microsoft Office, Business, Account Reconciliation, Marketing, Inventory Management, Social Media, Banking, Social Networking, Event Planning, Social Media Marketing, Credit, Management, Leadership, Time Management
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2011
BS, Business Management
Christ the King Regional High School 2003 — 2007
Advanced Regents Diploma
John Brenard's Chase Investment Services Corp Experience August 2010 - July 2012
Job Private Client Advisor at J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. August 2012 - Present
Minot Applications March 2009 - January 2014
Chase Investment Services Corp. August 2010 - July 2012
Wells Fargo Advisors, LLC February 2009 - August 2010
Smith Barney July 2008 - February 2009
Smith Barney August 2007 - December 2007
Education
California State University-Long Beach 2004 — 2008
Bachelor of Arts (B.A.)
J.P. Morgan Chase Bank, N.A. August 2012 - Present
Minot Applications March 2009 - January 2014
Chase Investment Services Corp. August 2010 - July 2012
Wells Fargo Advisors, LLC February 2009 - August 2010
Smith Barney July 2008 - February 2009
Smith Barney August 2007 - December 2007
Education
California State University-Long Beach 2004 — 2008
Bachelor of Arts (B.A.)
Karen Befus Karen Befus's Chase Investment Services Corp Experience September 2011 - August 2012
Job General Manager/Ad Director for Action Reporter Media and Oshkosh Northwestern Media
Industry Marketing and Advertising
Experience
Oshkosh Northwestern Media & Action Reporter Media March 2013 - Present
Gannett Newspapers August 2012 - February 2013
Chase Investment Services Corp September 2011 - August 2012
Karen Befus Agency - Allstate Insurance & Financial Services November 2005 - September 2011
J P & K LLC November 2005 - September 2011
Self employed - Insurance & Financial Services Agency November 2005 - August 2011
WEST VALLEY NEWSPAPER May 2004 - November 2005
Arizona State University July 2002 - May 2004
GANNETT CO INC June 1996 - July 2002
Retail Advertising January 2000 - January 2002
Skills
Advertising, Digital Marketing, Social Networking, Marketing, Digital Media, Online Advertising, Sales, Management, New Business Development, Start-ups, Business Development, Strategic Planning, Selling, Sales Operations, Training, Leadership, Budgets, Team Building, Small Business, Recruiting, Social Media Marketing
Education
Arizona State University 2002 — 2004
Business, Business
University of Wisconsin-Oshkosh
Pre, engineering
Oshkosh Northwestern Media & Action Reporter Media March 2013 - Present
Gannett Newspapers August 2012 - February 2013
Chase Investment Services Corp September 2011 - August 2012
Karen Befus Agency - Allstate Insurance & Financial Services November 2005 - September 2011
J P & K LLC November 2005 - September 2011
Self employed - Insurance & Financial Services Agency November 2005 - August 2011
WEST VALLEY NEWSPAPER May 2004 - November 2005
Arizona State University July 2002 - May 2004
GANNETT CO INC June 1996 - July 2002
Retail Advertising January 2000 - January 2002
Skills
Advertising, Digital Marketing, Social Networking, Marketing, Digital Media, Online Advertising, Sales, Management, New Business Development, Start-ups, Business Development, Strategic Planning, Selling, Sales Operations, Training, Leadership, Budgets, Team Building, Small Business, Recruiting, Social Media Marketing
Education
Arizona State University 2002 — 2004
Business, Business
University of Wisconsin-Oshkosh
Pre, engineering
Justin Nordhausen Justin Nordhausen's Chase Investment Services Corp Experience October 2011 - July 2012
Job Director of Business DevelopmentSignal 88
Industry Security and Investigations
Experience
Signal 88 Security of Austin November 2012 - Present
Chase Investment Services Corp. October 2011 - July 2012
Edward Jones October 2009 - September 2011
Jimmy Jacobs Custom Homes June 2008 - December 2009
Coldwell Banker United February 2002 - June 2008
Motorola April 1999 - February 2002
Search Unlimited January 1999 - December 1999
EDP Contract Services January 1998 - January 1999
Tandem Computers January 1997 - January 1998
Skills
Negotiation, Real Estate, Sales, Leadership, Recruiting, Marketing, New Business Development, Sourcing, Program Management, Security, Cold Calling, Strategic Planning, Business Strategy, Retention Strategies, Contract Negotiation, Public Speaking, Sales Operations
Education
The University of Texas at Austin 1991 — 1995
BA, Sociology
Signal 88 Security of Austin November 2012 - Present
Chase Investment Services Corp. October 2011 - July 2012
Edward Jones October 2009 - September 2011
Jimmy Jacobs Custom Homes June 2008 - December 2009
Coldwell Banker United February 2002 - June 2008
Motorola April 1999 - February 2002
Search Unlimited January 1999 - December 1999
EDP Contract Services January 1998 - January 1999
Tandem Computers January 1997 - January 1998
Skills
Negotiation, Real Estate, Sales, Leadership, Recruiting, Marketing, New Business Development, Sourcing, Program Management, Security, Cold Calling, Strategic Planning, Business Strategy, Retention Strategies, Contract Negotiation, Public Speaking, Sales Operations
Education
The University of Texas at Austin 1991 — 1995
BA, Sociology
Danny Pease's Chase Investment Services Corp Experience June 2012 - February 2013
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2014 - Present
De La Salle High School November 2003 - Present
Charles Schwab February 2013 - May 2014
Chase Investment Services, Corp June 2012 - February 2013
JPMorgan Chase August 2011 - February 2013
Community Youth Center - Concord Campus January 2007 - August 2011
Community Youth Center - Concord Campus May 2003 - December 2006
Education
Saint Mary's College of California 2002 — 2007
B.S., Business Administration
Menlo College 2004 — 2005
Business Administration
De La Salle 1998 — 2002
Diploma, General
Charles Schwab June 2014 - Present
De La Salle High School November 2003 - Present
Charles Schwab February 2013 - May 2014
Chase Investment Services, Corp June 2012 - February 2013
JPMorgan Chase August 2011 - February 2013
Community Youth Center - Concord Campus January 2007 - August 2011
Community Youth Center - Concord Campus May 2003 - December 2006
Education
Saint Mary's College of California 2002 — 2007
B.S., Business Administration
Menlo College 2004 — 2005
Business Administration
De La Salle 1998 — 2002
Diploma, General
Kristina Andrews Korth Kristina Andrews Korth's Chase Investment Services Corp Experience December 2000 - July 2005
Job Vice President, Compliance Manager at JPMorgan Securities LLC
Industry Financial Services
Experience
JPMorgan Securities LLC July 2005 - Present
Chase Investment Services Corp December 2000 - July 2005
Education
Northwest Christian College 1981 — 1984
Communications
Alhambra High School 1977 — 1981
Emery Park
JPMorgan Securities LLC July 2005 - Present
Chase Investment Services Corp December 2000 - July 2005
Education
Northwest Christian College 1981 — 1984
Communications
Alhambra High School 1977 — 1981
Emery Park
Nichole Baaki Nichole Baaki's Chase Investment Services Corp Experience August 2011 - September 2012
Job Executive Director, Market Director at JPMorgan Securities, LLC
Industry Financial Services
Experience
JPMorgan Securities, LLC October 2012 - Present
Chase Investment Services Corp. August 2011 - September 2012
Chase Investment Services Corp. April 2010 - July 2011
JPMorgan Chase May 2007 - April 2010
Education
Michigan State University 2003 — 2007
Business
JPMorgan Securities, LLC October 2012 - Present
Chase Investment Services Corp. August 2011 - September 2012
Chase Investment Services Corp. April 2010 - July 2011
JPMorgan Chase May 2007 - April 2010
Education
Michigan State University 2003 — 2007
Business
Ali Khodadad, CFA®, CFP®, ChFC®, CLU® Ali Khodadad, CFA®, CFP®, ChFC®, CLU®'s Chase Investment Services Corp Experience May 2005 - July 2007
Job Assistant Vice President at The O.N. Equity Sales Company
Industry Financial Services
Experience
The O.N. Equity Sales Company October 2013 - Present
Ohio National Financial Services September 2007 - September 2013
CHASE INVESTMENT SERVICES CORP. May 2005 - July 2007
HRBFA March 2004 - July 2005
Robert W. Baird & Co. April 2002 - March 2004
Hilliard Lyons/PNC Brokerage May 1998 - April 2002
Skills
CLU, ChFC, Retirement, Retirement Planning, CTM, Mutual Funds, Variable Annuities, Wealth Management, Series 7, Life Insurance, Fixed Annuities, 401k, Chartered Financial..., Certified Financial...
Education
The Ohio State University 1988 — 1993
Bachelor of Science (BS), International Business
The American College 2008 — 2009
ChFC, CLU, Financial Planning and Services
The O.N. Equity Sales Company October 2013 - Present
Ohio National Financial Services September 2007 - September 2013
CHASE INVESTMENT SERVICES CORP. May 2005 - July 2007
HRBFA March 2004 - July 2005
Robert W. Baird & Co. April 2002 - March 2004
Hilliard Lyons/PNC Brokerage May 1998 - April 2002
Skills
CLU, ChFC, Retirement, Retirement Planning, CTM, Mutual Funds, Variable Annuities, Wealth Management, Series 7, Life Insurance, Fixed Annuities, 401k, Chartered Financial..., Certified Financial...
Education
The Ohio State University 1988 — 1993
Bachelor of Science (BS), International Business
The American College 2008 — 2009
ChFC, CLU, Financial Planning and Services
Steven Schiebelhuth Steven Schiebelhuth's Chase Investment Services Corp Experience April 2004 - April 2012
Job Financial Advisor at Raymond James Financial Services, Inc Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc April 2012 - Present
Chase Investment Services Corp April 2004 - April 2012
American Express Financial Advisors September 2003 - February 2004
Skills
Retirement Planning, Financial Advisory, Finance, Investment Advisory, Securities, Equity Trading, Fixed Income Portfolio..., Series 7, Personal Financial..., Tactical Asset..., Managed Money, Series 66, Series 9, Series 10, Financial Planning
Education
Bryant College 2000 — 2003
Bachelor of Science (BS), Finance and Financial Management Services
Johnson and Wales University 1999 — 2000
Raymond James Financial Services, Inc April 2012 - Present
Chase Investment Services Corp April 2004 - April 2012
American Express Financial Advisors September 2003 - February 2004
Skills
Retirement Planning, Financial Advisory, Finance, Investment Advisory, Securities, Equity Trading, Fixed Income Portfolio..., Series 7, Personal Financial..., Tactical Asset..., Managed Money, Series 66, Series 9, Series 10, Financial Planning
Education
Bryant College 2000 — 2003
Bachelor of Science (BS), Finance and Financial Management Services
Johnson and Wales University 1999 — 2000
Stefanie Ambrosio Pontlitz's Chase Investment Services Corp Experience August 2009 - March 2012
Job Vice President of Development, United Way of Pasco County
Industry Philanthropy
Experience
United Way of Pasco County April 2012 - Present
Chase Investment Services Corp August 2009 - March 2012
A.G. Edwards July 2005 - November 2009
BNI (Business Networking International) 2006 - 2009
Skills
Strategic Planning, Leadership, Social Media, Public Speaking, Fundraising, Social Media Marketing, Event Planning, Marketing, Public Relations, Volunteer Management, Nonprofits, Non-profits, Management, Sales, Community Outreach, Program Management, Event Management, Business Development, Team Building
Education
Florida State University 1999 — 2003
Communication, Business, Literature
United Way of Pasco County April 2012 - Present
Chase Investment Services Corp August 2009 - March 2012
A.G. Edwards July 2005 - November 2009
BNI (Business Networking International) 2006 - 2009
Skills
Strategic Planning, Leadership, Social Media, Public Speaking, Fundraising, Social Media Marketing, Event Planning, Marketing, Public Relations, Volunteer Management, Nonprofits, Non-profits, Management, Sales, Community Outreach, Program Management, Event Management, Business Development, Team Building
Education
Florida State University 1999 — 2003
Communication, Business, Literature
John T Mansfield John T Mansfield's Chase Investment Services Corp Experience July 2005 - September 2012
Job Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A July 2015 - Present
JPMorgan Chase Bank, N.A. October 2012 - July 2015
Chase Investment Services Corp July 2005 - September 2012
Chase Investment Services Corp. January 2003 - July 2005
Education
Lake Superior State University 1990 — 1993
BS, Marketing and Management
JPMorgan Chase Bank, N.A July 2015 - Present
JPMorgan Chase Bank, N.A. October 2012 - July 2015
Chase Investment Services Corp July 2005 - September 2012
Chase Investment Services Corp. January 2003 - July 2005
Education
Lake Superior State University 1990 — 1993
BS, Marketing and Management
Danielle Schantz Danielle Schantz's Chase Investment Services Corp Experience March 2011 - October 2012
Job Vice President Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. February 2013 - Present
J.P. Morgan Securities LLC October 2012 - January 2013
Chase Investment Services Corp. March 2011 - October 2012
Education
State University of New York at Buffalo - School of Management 2004 — 2008
Bachelor of Science (B.S.), Finance
JPMorgan Chase Bank, N.A. February 2013 - Present
J.P. Morgan Securities LLC October 2012 - January 2013
Chase Investment Services Corp. March 2011 - October 2012
Education
State University of New York at Buffalo - School of Management 2004 — 2008
Bachelor of Science (B.S.), Finance
Alvaro Suarez Alvaro Suarez's Chase Investment Services Corp Experience May 2012 - August 2012
Job Business Development Officer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2014 - Present
Wells Fargo September 2012 - April 2014
Chase Investment Services Corp May 2012 - August 2012
JPMorgan Chase November 2010 - April 2012
Hillstone Restaurant Group August 2005 - November 2010
Skills
Series 7, series 66, Series 6, FL 214 Life & Variable..., Investments, Mutual Funds, Strategic Financial..., Wealth Management, Uniform Combined State..., Portfolio Management, Securities, Banking, Commercial Banking, Loans, Credit, Finance, Financial Planning, Sales
Education
Florida International University 2003 — 2009
Bachelor of Business Administration, International Business
Wells Fargo April 2014 - Present
Wells Fargo September 2012 - April 2014
Chase Investment Services Corp May 2012 - August 2012
JPMorgan Chase November 2010 - April 2012
Hillstone Restaurant Group August 2005 - November 2010
Skills
Series 7, series 66, Series 6, FL 214 Life & Variable..., Investments, Mutual Funds, Strategic Financial..., Wealth Management, Uniform Combined State..., Portfolio Management, Securities, Banking, Commercial Banking, Loans, Credit, Finance, Financial Planning, Sales
Education
Florida International University 2003 — 2009
Bachelor of Business Administration, International Business
Debrahlee Lorenzana Debrahlee Lorenzana's Chase Investment Services Corp Experience October 2011 - August 2012
Job Debrahlee Lorenzana
Industry Financial Services
Experience
JPMorgan Chase August 2012 - June 2013
Chase Investment Services Corp October 2011 - August 2012
JPMorgan Chase October 2009 - October 2011
Citibank August 2008 - August 2009
Bank of America 2006 - 2007
Ocasa Inc. 2004 - 2006
Skills
Small Business Lending, Commercial Banking, Commercial Lending, Lines Of Credit, Loans, Investments, Retirement Planning, Coaching, Sales Skills Training, Notary Public, Series 7, Series 6, Series 63, Life, Analysis, Banking, Credit, Selling Skills, Portfolio Management, Finance
Education
Instituto de Banca y Comercio Inc
JPMorgan Chase August 2012 - June 2013
Chase Investment Services Corp October 2011 - August 2012
JPMorgan Chase October 2009 - October 2011
Citibank August 2008 - August 2009
Bank of America 2006 - 2007
Ocasa Inc. 2004 - 2006
Skills
Small Business Lending, Commercial Banking, Commercial Lending, Lines Of Credit, Loans, Investments, Retirement Planning, Coaching, Sales Skills Training, Notary Public, Series 7, Series 6, Series 63, Life, Analysis, Banking, Credit, Selling Skills, Portfolio Management, Finance
Education
Instituto de Banca y Comercio Inc
Sysong Vue's Chase Investment Services Corp Experience May 2012 - September 2012
Job Branch Manager
Industry Financial Services
Experience
SAFE Credit Union September 2012 - Present
Chase Investment Services, Corp May 2012 - September 2012
NYLIFE Securities, LLC January 2012 - May 2012
Wells Fargo Advisors May 2009 - January 2012
Wachovia Bank March 2008 - May 2009
Washington Mutual Bank/Chase Bank May 2004 - March 2008
US Bank October 1999 - March 2008
Skills
Social Skills, Finance, Banking, Retirement Planning, Insurance, IRA's, Retirement, Mutual Funds, Annuities, Term Life Insurance, Retirement Income..., Savings, Business Planning, Customer Service, Coaching, Customer Relations, Credit, Loans, Problem Solving, Mentoring, Strategic Planning, Small Business, Bi-lingual, Communications, Inter-personal, Notary Public, Fixed Annuities, Mortgage Lending, Communication
Education
CSU Sacramento 2010 — 2010
CSU Stanislaus 1998 — 1999
SAFE Credit Union September 2012 - Present
Chase Investment Services, Corp May 2012 - September 2012
NYLIFE Securities, LLC January 2012 - May 2012
Wells Fargo Advisors May 2009 - January 2012
Wachovia Bank March 2008 - May 2009
Washington Mutual Bank/Chase Bank May 2004 - March 2008
US Bank October 1999 - March 2008
Skills
Social Skills, Finance, Banking, Retirement Planning, Insurance, IRA's, Retirement, Mutual Funds, Annuities, Term Life Insurance, Retirement Income..., Savings, Business Planning, Customer Service, Coaching, Customer Relations, Credit, Loans, Problem Solving, Mentoring, Strategic Planning, Small Business, Bi-lingual, Communications, Inter-personal, Notary Public, Fixed Annuities, Mortgage Lending, Communication
Education
CSU Sacramento 2010 — 2010
CSU Stanislaus 1998 — 1999
Jonathan Buck's Chase Investment Services Corp Experience December 2008 - September 2010
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds October 2012 - Present
OppenheimerFunds September 2010 - October 2012
Chase Investment Services Corp December 2008 - September 2010
Castle Rock Chamber of Commerce 2008 - 2009
Merrill Lynch November 2006 - December 2008
RR Donnelley July 1994 - September 2004
Skills
Financial Analysis, Relationship Management, Portfolio Management, Strategic Planning, Mutual Funds, Strategic Financial..., Series 7, Investments, Retirement Planning, Wealth Management, Investment Advisory, Asset Managment, Capital Markets, Securities, Asset Allocation, Retirement, Investment Strategies, Alternative Investments, Fixed Annuities, Investment Management, Finance, Financial Advisory, IRAs, Variable Annuities, ETFs, Wealth Management..., 401k, Credit Analysis
Education
Montana State University-Bozeman 1984 — 1988
Bachelor of Science, Finance, Economics
College for Financial Planning
Chartered Retirement Planning Counselor, Estate Planning, Investment Planning, Retirement Planning, Insurance Planning, Tax Planning
Leadership Douglas County
OppenheimerFunds October 2012 - Present
OppenheimerFunds September 2010 - October 2012
Chase Investment Services Corp December 2008 - September 2010
Castle Rock Chamber of Commerce 2008 - 2009
Merrill Lynch November 2006 - December 2008
RR Donnelley July 1994 - September 2004
Skills
Financial Analysis, Relationship Management, Portfolio Management, Strategic Planning, Mutual Funds, Strategic Financial..., Series 7, Investments, Retirement Planning, Wealth Management, Investment Advisory, Asset Managment, Capital Markets, Securities, Asset Allocation, Retirement, Investment Strategies, Alternative Investments, Fixed Annuities, Investment Management, Finance, Financial Advisory, IRAs, Variable Annuities, ETFs, Wealth Management..., 401k, Credit Analysis
Education
Montana State University-Bozeman 1984 — 1988
Bachelor of Science, Finance, Economics
College for Financial Planning
Chartered Retirement Planning Counselor, Estate Planning, Investment Planning, Retirement Planning, Insurance Planning, Tax Planning
Leadership Douglas County
Hans W Mathiak Hans W Mathiak's Chase Investment Services Corp Experience November 2011 - October 2012
Job Vice President Investment Executive
Industry Financial Services
Experience
Fifth Third Securities October 2012 - Present
Chase Investment Services Corp. November 2011 - October 2012
Capstone Financial Partners July 2009 - August 2011
MetLife June 2003 - July 2009
AXA Advisors June 2001 - June 2003
Education
The American College 2009 — 2011
CLF, Chartered Leadership Fellow
Macomb Community College 1999 — 2001
Associates, Vehicle Design
Fifth Third Securities October 2012 - Present
Chase Investment Services Corp. November 2011 - October 2012
Capstone Financial Partners July 2009 - August 2011
MetLife June 2003 - July 2009
AXA Advisors June 2001 - June 2003
Education
The American College 2009 — 2011
CLF, Chartered Leadership Fellow
Macomb Community College 1999 — 2001
Associates, Vehicle Design
Phillip Ussery, CFP® Phillip Ussery, CFP®'s Chase Investment Services Corp Experience June 2009 - May 2010
Job Internal Sales Manager at Symetra
Industry Financial Services
Experience
Symetra July 2012 - Present
Symetra Financial June 2010 - July 2012
Chase Investment Services Corp. June 2009 - May 2010
Banc of America Investments April 2008 - March 2009
Bank of America January 2003 - April 2008
Skills
Series 63, Investments, Mutual Funds, Fixed Annuities, Series 7, Coaching, Life Insurance, Team Leadership, Mentoring, Wealth Management, Retirement, 401k, Retirement Planning, Variable Annuities, Finance, Leadership, Insurance, Indexed Annuities, Sales
Education
The American College
CFP Program
University of Washington
BA, Political Science
Symetra July 2012 - Present
Symetra Financial June 2010 - July 2012
Chase Investment Services Corp. June 2009 - May 2010
Banc of America Investments April 2008 - March 2009
Bank of America January 2003 - April 2008
Skills
Series 63, Investments, Mutual Funds, Fixed Annuities, Series 7, Coaching, Life Insurance, Team Leadership, Mentoring, Wealth Management, Retirement, 401k, Retirement Planning, Variable Annuities, Finance, Leadership, Insurance, Indexed Annuities, Sales
Education
The American College
CFP Program
University of Washington
BA, Political Science
Erin Shaw, CFP® Erin Shaw, CFP®'s Chase Investment Services Corp Experience July 2003 - November 2009
Job Executive Director Market Director at JPMorgan Securities LLC
Industry Investment Management
Experience
JPMorgan Chase November 2013 - Present
The Huntington Investment Company November 2009 - November 2013
Chase Investment Services Corp. July 2003 - November 2009
Chase Investment Services Corp May 2001 - July 2003
Education
Hanover College 1996 — 2000
BA, Business
Indiana Wesleyan University
MBA, Business Administration and Management, General
Zionsville High School
JPMorgan Chase November 2013 - Present
The Huntington Investment Company November 2009 - November 2013
Chase Investment Services Corp. July 2003 - November 2009
Chase Investment Services Corp May 2001 - July 2003
Education
Hanover College 1996 — 2000
BA, Business
Indiana Wesleyan University
MBA, Business Administration and Management, General
Zionsville High School
Flora Gregg Flora Gregg's Chase Investment Services Corp Experience December 1999 - October 2005
Job Lobby Agent at AirServ
Industry Individual & Family Services
Experience
AirServ April 2012 - Present
Jewish Vocational Service (JVS) February 2011 - April 2012
Chase & Co October 2005 - December 2008
Chase Investment Services Corp December 1999 - October 2005
CNA April 1997 - July 1999
VOA Associates Incorporated June 1994 - April 1997
KEMPER FINANCIAL SERVICES February 1986 - December 1993
Skills
Word, Excel, PowerPoint, Outlook, Public Speaking, Calls, Spreadsheets, Office Management, Office Administration, File Management, Expense Reports, Executive Level..., Copying, Microsoft Works, Microsoft Office, Ordering Office Supplies, Non-profits, Organization &...
Education
Kaplan University 2009 — 2013
Bachelor of Science, Psychology; Applied Behavioral Analysis
James H. Lowry Information Management Institute 1985 — 1986
Certificate of Completion, Basic Business Skills/Word Processing
Illinois Insurance Institute 1978 — 1979
Certificate of Completion, General Purposes of Property and Casualty Insurance
Malcolm X College 1975 — 1979
General Business
AirServ April 2012 - Present
Jewish Vocational Service (JVS) February 2011 - April 2012
Chase & Co October 2005 - December 2008
Chase Investment Services Corp December 1999 - October 2005
CNA April 1997 - July 1999
VOA Associates Incorporated June 1994 - April 1997
KEMPER FINANCIAL SERVICES February 1986 - December 1993
Skills
Word, Excel, PowerPoint, Outlook, Public Speaking, Calls, Spreadsheets, Office Management, Office Administration, File Management, Expense Reports, Executive Level..., Copying, Microsoft Works, Microsoft Office, Ordering Office Supplies, Non-profits, Organization &...
Education
Kaplan University 2009 — 2013
Bachelor of Science, Psychology; Applied Behavioral Analysis
James H. Lowry Information Management Institute 1985 — 1986
Certificate of Completion, Basic Business Skills/Word Processing
Illinois Insurance Institute 1978 — 1979
Certificate of Completion, General Purposes of Property and Casualty Insurance
Malcolm X College 1975 — 1979
General Business
Paul Zawilenski Paul Zawilenski's Chase Investment Services Corp Experience September 2010 - May 2011
Job Private Client Advisor at J.P. Morgan Chase Bank, N.A.
Industry Investment Management
Experience
J.P. Morgan Chase Bank, N.A. April 2013 - Present
Merrill Lynch June 2011 - April 2013
Chase Investment Services Corp September 2010 - May 2011
First Financial Equity Corporation / Integrity Investment Management March 2009 - October 2010
Banc of America Investments June 2004 - February 2009
Merrill Lynch March 1997 - June 2004
Education
San Diego State University-California State University 1981 — 1985
B.S., Financial Services
J.P. Morgan Chase Bank, N.A. April 2013 - Present
Merrill Lynch June 2011 - April 2013
Chase Investment Services Corp September 2010 - May 2011
First Financial Equity Corporation / Integrity Investment Management March 2009 - October 2010
Banc of America Investments June 2004 - February 2009
Merrill Lynch March 1997 - June 2004
Education
San Diego State University-California State University 1981 — 1985
B.S., Financial Services
Roman Lyakhovsky Roman Lyakhovsky's Chase Investment Services Corp Experience 1999 - 2000
Job Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets October 2010 - Present
Largo, Inc. March 2000 - August 2014
Barclays Capital March 2010 - May 2010
Shell Energy North America February 2009 - October 2009
Credit Suisse July 2005 - December 2008
Goldman Sachs April 2000 - April 2004
i-Deal LLC 2004 - 2004
Chase Investment Services Corp. 1999 - 2000
American Stock Exchange May 1997 - April 1999
Skills
Project Management, Business Analysis, Business Strategy, New Business Development, Business Process..., Test Case Generation, Commodity Markets, Energy Derivatives, Capital Markets, Business Process..., New Product..., Trading Systems, Derivatives, Software Development, SDLC, Commodity, Risk Management, Equities, Strategy, Financial Risk, Portfolio Management, Valuation, Requirements Gathering, Swaps
Education
Pace University - Lubin School of Business 1996 — 1999
MBA
Pace University - Lubin School of Business 1992 — 1996
BBA
1234 1981 — 1991
RBC Capital Markets October 2010 - Present
Largo, Inc. March 2000 - August 2014
Barclays Capital March 2010 - May 2010
Shell Energy North America February 2009 - October 2009
Credit Suisse July 2005 - December 2008
Goldman Sachs April 2000 - April 2004
i-Deal LLC 2004 - 2004
Chase Investment Services Corp. 1999 - 2000
American Stock Exchange May 1997 - April 1999
Skills
Project Management, Business Analysis, Business Strategy, New Business Development, Business Process..., Test Case Generation, Commodity Markets, Energy Derivatives, Capital Markets, Business Process..., New Product..., Trading Systems, Derivatives, Software Development, SDLC, Commodity, Risk Management, Equities, Strategy, Financial Risk, Portfolio Management, Valuation, Requirements Gathering, Swaps
Education
Pace University - Lubin School of Business 1996 — 1999
MBA
Pace University - Lubin School of Business 1992 — 1996
BBA
1234 1981 — 1991
David Pfaub's Chase Investment Services Corp Experience February 2004 - June 2009
Job Fund Accountant at Citi
Industry Financial Services
Experience
Citi December 2012 - Present
THIRY ONE GIFTS June 2012 - December 2012
HUNTINGTON INVESTMENT COMPANY / HUNTINGTON NATIONAL BANK January 2010 - May 2012
Chase Investment Services Corp February 2004 - June 2009
JPM Chase Bank 2004 - 2009
Skills
Training, Mutual Funds, Investments, Series 7, Insurance, Call Centers, Sales, Financial Analysis, Time Management, Due Diligence, Fixed Annuities, FINRA
Education
Capital University 1971 — 1975
no, English Education / Psychology minor
Citi December 2012 - Present
THIRY ONE GIFTS June 2012 - December 2012
HUNTINGTON INVESTMENT COMPANY / HUNTINGTON NATIONAL BANK January 2010 - May 2012
Chase Investment Services Corp February 2004 - June 2009
JPM Chase Bank 2004 - 2009
Skills
Training, Mutual Funds, Investments, Series 7, Insurance, Call Centers, Sales, Financial Analysis, Time Management, Due Diligence, Fixed Annuities, FINRA
Education
Capital University 1971 — 1975
no, English Education / Psychology minor
Blake Thomas Blake Thomas's Chase Investment Services Corp Experience June 2010 - July 2012
Job Market Information Manager at Bank of America
Industry Financial Services
Experience
Bank of America June 2014 - Present
Bank of America June 2013 - August 2013
JP Morgan Chase June 2010 - July 2012
Chase Investment Services Corp June 2010 - July 2012
Raymond James, First Financial Strategies, Inc. May 2009 - August 2009
Raymond James, First Financial Strategies, Inc. May 2008 - July 2008
Skills
PowerPoint, Microsoft Excel, Data Analysis, Sales, Microsoft Office, Analysis, Research, Forecasting, Financial Analysis, Customer Service, Strategic Financial..., Microsoft Word, Program Management, Operations Management, Access, Management, Banking, Investments, Financial Modeling
Education
Wake Forest University - Babcock Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, General
Purdue University - Krannert School of Management 2006 — 2010
Bacholer of Science, Management and Accounting
Bank of America June 2014 - Present
Bank of America June 2013 - August 2013
JP Morgan Chase June 2010 - July 2012
Chase Investment Services Corp June 2010 - July 2012
Raymond James, First Financial Strategies, Inc. May 2009 - August 2009
Raymond James, First Financial Strategies, Inc. May 2008 - July 2008
Skills
PowerPoint, Microsoft Excel, Data Analysis, Sales, Microsoft Office, Analysis, Research, Forecasting, Financial Analysis, Customer Service, Strategic Financial..., Microsoft Word, Program Management, Operations Management, Access, Management, Banking, Investments, Financial Modeling
Education
Wake Forest University - Babcock Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, General
Purdue University - Krannert School of Management 2006 — 2010
Bacholer of Science, Management and Accounting
Devin B. Mullane Devin B. Mullane's Chase Investment Services Corp Experience October 2010 - September 2013
Job Regional Supervision Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2014 - Present
JPMorgan Chase September 2013 - April 2014
Chase Investment Services Corp. October 2010 - September 2013
MetLife April 2010 - October 2010
Ameriprise Financial October 2009 - April 2010
Ameriprise Financial February 2008 - April 2010
Ameriprise Financial April 2005 - February 2008
Education
College for Financial Planning 2008 — 2008
CRPC®, Chartered Retirement Planning Counselor (SM)
Western Michigan University - Haworth College of Business 2003 — 2006
Bachelor of Business Administration (BBA), Majors: Personal Financial Planning and Sales and Business Marketing, Minor: Economics
JPMorgan Chase April 2014 - Present
JPMorgan Chase September 2013 - April 2014
Chase Investment Services Corp. October 2010 - September 2013
MetLife April 2010 - October 2010
Ameriprise Financial October 2009 - April 2010
Ameriprise Financial February 2008 - April 2010
Ameriprise Financial April 2005 - February 2008
Education
College for Financial Planning 2008 — 2008
CRPC®, Chartered Retirement Planning Counselor (SM)
Western Michigan University - Haworth College of Business 2003 — 2006
Bachelor of Business Administration (BBA), Majors: Personal Financial Planning and Sales and Business Marketing, Minor: Economics
Nick Agliato, CFP Nick Agliato, CFP's Chase Investment Services Corp Experience June 2011 - February 2012
Job Seeking a nonproducing financial planning position.
Industry Financial Services
Experience
ComPsych May 2014 - September 2014
Merrill Edge March 2012 - April 2014
Chase Investment Services Corp June 2011 - February 2012
1st Advantage Financial and 1st Advantage Mortgage January 2002 - July 2011
Irish life of North America 1998 - 2001
Skills
Retirement Planning, Mutual Funds, Wealth Management, Annuities, Life Insurance, Mortgage Lending, Banking, Commercial Lending, Credit, Finance, Financial Advisory, Financial Services, Fixed Annuities, Investments, Loans, Mortgage Banking, Refinance, Residential Mortgages, Sales, Series 7, Strategic Financial..., Underwriting, Wealth, Financial Planning
Education
College for Financial Planning
CFP, Personal Finance
Northern Illinois University
Bachelor of Science, Finance
ComPsych May 2014 - September 2014
Merrill Edge March 2012 - April 2014
Chase Investment Services Corp June 2011 - February 2012
1st Advantage Financial and 1st Advantage Mortgage January 2002 - July 2011
Irish life of North America 1998 - 2001
Skills
Retirement Planning, Mutual Funds, Wealth Management, Annuities, Life Insurance, Mortgage Lending, Banking, Commercial Lending, Credit, Finance, Financial Advisory, Financial Services, Fixed Annuities, Investments, Loans, Mortgage Banking, Refinance, Residential Mortgages, Sales, Series 7, Strategic Financial..., Underwriting, Wealth, Financial Planning
Education
College for Financial Planning
CFP, Personal Finance
Northern Illinois University
Bachelor of Science, Finance
Samir Makar Samir Makar's Chase Investment Services Corp Experience March 2007 - November 2010
Job Citigold Relationship Manager at Citi
Industry Banking
Experience
Citigold Wealth Management April 2012 - Present
HSBC Bank USA November 2010 - April 2012
Chase Investment Services Corp. March 2007 - November 2010
Citi May 2003 - March 2007
Skills
Series 63, Series 7, Mutual Funds, Securities, FINRA, Banking, Retirement Planning, Fixed Income, Equities, Investments, Financial Planning, Investment Advisory, High Net Worth..., Investment Products, Insurance, Annuities, IRA's, Bonds, Series 65, Wealth Management, Investment Strategies
Education
Hunter College
Bachelor(BA), Economics
Citigold Wealth Management April 2012 - Present
HSBC Bank USA November 2010 - April 2012
Chase Investment Services Corp. March 2007 - November 2010
Citi May 2003 - March 2007
Skills
Series 63, Series 7, Mutual Funds, Securities, FINRA, Banking, Retirement Planning, Fixed Income, Equities, Investments, Financial Planning, Investment Advisory, High Net Worth..., Investment Products, Insurance, Annuities, IRA's, Bonds, Series 65, Wealth Management, Investment Strategies
Education
Hunter College
Bachelor(BA), Economics
Ivan DelRio Ivan DelRio's Chase Investment Services Corp Experience November 2010 - June 2012
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2012 - Present
Chase Investment Services Corp. November 2010 - June 2012
John Thomas Financial June 2010 - October 2010
Prestige Financial Services September 2008 - June 2010
Education
Florida International University 2004 — 2008
Bachelor, Business Administration; Business Management
Archbishop Coleman F. Carroll High School
OppenheimerFunds June 2012 - Present
Chase Investment Services Corp. November 2010 - June 2012
John Thomas Financial June 2010 - October 2010
Prestige Financial Services September 2008 - June 2010
Education
Florida International University 2004 — 2008
Bachelor, Business Administration; Business Management
Archbishop Coleman F. Carroll High School
Darren Haworth, MBA Darren Haworth, MBA's Chase Investment Services Corp Experience March 2007 - January 2013
Job Associate at McGladrey Risk Advisory Services Auditing | Consulting
Industry Accounting
Experience
McGladrey November 2014 - Present
Starion Financial February 2013 - November 2014
JPMorgan Chase June 2012 - January 2013
JPMorgan Chase November 2010 - January 2013
Chase Investment Services Corp. March 2007 - January 2013
JPMorgan Chase March 2007 - November 2010
Edgerton Area Chamber of Commerce January 2008 - December 2009
Haworth Financial Services, LLC May 2006 - March 2007
Dreier & Maller, Inc July 2005 - May 2006
Huntington National Bank August 2004 - July 2005
Skills
Account Management, Accounting, Analysis, Attention To Detail, Banking, Balanced Scorecard, Budgeting, Business Management, Business Planning, Business Strategy, Call Center, Cash Flow, Cash Handling, Cash Management, Coaching, Credit, Credit Analysis, Credit Cards, Credit Risk, Cross-functional Team..., Cross Selling, Customer Service, Data Analysis, Editing, English, Event Planning, Excel, Financial Analysis, Financial Management, Financial Planning, Group Management, Insurance, Leadership Development, Lotus Notes, Microsoft Office, New Business Development, Non-profits, Organizing, Outlook, Performance Management, Quickbooks, Restaurants, Risk, Risk Analysis, Risk Management, Sales Management, Strategy Development, Strategic Planning, Teaching, Team Building
Education
University of Wisconsin-Madison - School of Business 2008 — 2011
MBA, Strategic Management
Indiana Wesleyan University
BS, Business Management
McGladrey November 2014 - Present
Starion Financial February 2013 - November 2014
JPMorgan Chase June 2012 - January 2013
JPMorgan Chase November 2010 - January 2013
Chase Investment Services Corp. March 2007 - January 2013
JPMorgan Chase March 2007 - November 2010
Edgerton Area Chamber of Commerce January 2008 - December 2009
Haworth Financial Services, LLC May 2006 - March 2007
Dreier & Maller, Inc July 2005 - May 2006
Huntington National Bank August 2004 - July 2005
Skills
Account Management, Accounting, Analysis, Attention To Detail, Banking, Balanced Scorecard, Budgeting, Business Management, Business Planning, Business Strategy, Call Center, Cash Flow, Cash Handling, Cash Management, Coaching, Credit, Credit Analysis, Credit Cards, Credit Risk, Cross-functional Team..., Cross Selling, Customer Service, Data Analysis, Editing, English, Event Planning, Excel, Financial Analysis, Financial Management, Financial Planning, Group Management, Insurance, Leadership Development, Lotus Notes, Microsoft Office, New Business Development, Non-profits, Organizing, Outlook, Performance Management, Quickbooks, Restaurants, Risk, Risk Analysis, Risk Management, Sales Management, Strategy Development, Strategic Planning, Teaching, Team Building
Education
University of Wisconsin-Madison - School of Business 2008 — 2011
MBA, Strategic Management
Indiana Wesleyan University
BS, Business Management
D. Scott Bloom, CFP® D. Scott Bloom, CFP®'s Chase Investment Services Corp Experience March 2005 - February 2010
Job CERTIFIED FINANCIAL PLANNER™ Professional
Industry Financial Services
Experience
LPL Financial January 2010 - Present
Moto-ing Daily 1981 - 2013
Chase Investment Services Corp March 2005 - February 2010
Skills
Retirement Planning, Series 63, FINRA, Fixed Annuities, Mutual Funds, Life Insurance, Securities, 401k, Wealth Management, Strategic Financial..., Series 7, Investment Advisory
Education
Kaplan University 2008 — 2010
Certificate, Financial Planning
San Diego State University-California State University 1987 — 2008
BA, Journalism-Advertising
LPL Financial January 2010 - Present
Moto-ing Daily 1981 - 2013
Chase Investment Services Corp March 2005 - February 2010
Skills
Retirement Planning, Series 63, FINRA, Fixed Annuities, Mutual Funds, Life Insurance, Securities, 401k, Wealth Management, Strategic Financial..., Series 7, Investment Advisory
Education
Kaplan University 2008 — 2010
Certificate, Financial Planning
San Diego State University-California State University 1987 — 2008
BA, Journalism-Advertising
Leon Worthy Leon Worthy's Chase Investment Services Corp Experience June 1995 - November 2011
Job Vice President, Private Client Advisor, JPMorgan Chase Bank NA
Industry Financial Services
Experience
J.P. Morgan Chase Bank NA November 2011 - Present
Chase Investment Services Corp. June 1995 - November 2011
Education
Santa Clara University 1981 — 1985
BS, ECONOMICS
J.P. Morgan Chase Bank NA November 2011 - Present
Chase Investment Services Corp. June 1995 - November 2011
Education
Santa Clara University 1981 — 1985
BS, ECONOMICS
Steven Sacramone, JD's Chase Investment Services Corp Experience January 2010 - January 2013
Job Experienced Trust Officer and Private Banker with Law Degree
Industry Banking
Experience
Chase Investment Services Corp. January 2010 - January 2013
Wachovia Wealth Management January 2008 - January 2010
Bank of America January 2004 - February 2008
Citigroup Trust Services 2000 - 2004
Skills
Wealth Management, Investments, Strategic Financial..., Asset Allocation, Portfolio Management, Investment Strategies, Alternative Investments, Wealth Management..., Banking, Hedge Funds, Private Equity, Financial Services, Finance, CRM, Financial Planning
Education
Thomas Jefferson School of Law 1994 — 1998
Juris Doctorate, Law
MidAmerica Nazarene University 1993 — 1994
Bachelors, Business
Chase Investment Services Corp. January 2010 - January 2013
Wachovia Wealth Management January 2008 - January 2010
Bank of America January 2004 - February 2008
Citigroup Trust Services 2000 - 2004
Skills
Wealth Management, Investments, Strategic Financial..., Asset Allocation, Portfolio Management, Investment Strategies, Alternative Investments, Wealth Management..., Banking, Hedge Funds, Private Equity, Financial Services, Finance, CRM, Financial Planning
Education
Thomas Jefferson School of Law 1994 — 1998
Juris Doctorate, Law
MidAmerica Nazarene University 1993 — 1994
Bachelors, Business
Katie Connors Katie Connors's Chase Investment Services Corp Experience 1997 - May 1999
Job Partner at AVZ Wealth Management, LLC
Industry Financial Services
Experience
AVZ Wealth Management, LLC May 1999 - Present
Chase Investment Services Corp. 1997 - May 1999
Skills
Asset Managment, Qualified Retirement..., Risk Management, Personal Financial..., Saving for Education, Retirement Planning, Financial Planning, Wealth Management, Securities, Retirement, Estate Planning, Investments, Financial Analysis, Series 7, Mutual Funds, Financial Advisory
Education
Loyola College in Maryland 1987 — 1991
BBA, Finance
AVZ Wealth Management, LLC May 1999 - Present
Chase Investment Services Corp. 1997 - May 1999
Skills
Asset Managment, Qualified Retirement..., Risk Management, Personal Financial..., Saving for Education, Retirement Planning, Financial Planning, Wealth Management, Securities, Retirement, Estate Planning, Investments, Financial Analysis, Series 7, Mutual Funds, Financial Advisory
Education
Loyola College in Maryland 1987 — 1991
BBA, Finance
David Reddersen David Reddersen's Chase Investment Services Corp Experience July 2005 - November 2006
Job Operations Manager at Windows "R" Us
Industry Construction
Experience
Farmer's Insurance November 2009 - Present
Windows "R" Us January 2009 - Present
First Merit Investment Services November 2006 - January 2009
Chase Investment Services Corp. July 2005 - November 2006
Prudential Financial February 2002 - July 2006
The GrapeVine Network Ltd. January 1996 - April 2002
American Express Financial Advisors April 2001 - February 2002
Delphi Packard Electric Systems March 1994 - December 1999
Education
Financial 2001 — 2008
Licensing and Credentials, Financial
Embry-Riddle Aeronautical University 1989 — 1993
B.S., Aeronautical Science
Farmer's Insurance November 2009 - Present
Windows "R" Us January 2009 - Present
First Merit Investment Services November 2006 - January 2009
Chase Investment Services Corp. July 2005 - November 2006
Prudential Financial February 2002 - July 2006
The GrapeVine Network Ltd. January 1996 - April 2002
American Express Financial Advisors April 2001 - February 2002
Delphi Packard Electric Systems March 1994 - December 1999
Education
Financial 2001 — 2008
Licensing and Credentials, Financial
Embry-Riddle Aeronautical University 1989 — 1993
B.S., Aeronautical Science
Gregory Hahn Gregory Hahn's Chase Investment Services Corp Experience February 2008 - November 2011
Job Day Trader
Industry Financial Services
Experience
Arthur Murray Dance Studio August 2012 - Present
Chase Investment Services Corp. February 2008 - November 2011
Merrill Lynch October 2006 - January 2008
Morgan Stanley June 2006 - November 2006
Arthur Murray Dance International July 2001 - June 2006
Skills
Financial Planning, Investments, Wealth Management, Estate Planning, Retirement, Series 7, Insurance, Financial Analysis, Retirement Planning, Customer Relations, Asset Management, Risk Management, Portfolio Management, Strategic Planning, Asset Allocation, New Business Development, Annuities, Negotiation, Sales Management, Customer Service, Ballroom Dance, Latin Dance, Dance Education, Sales, Small Business, Finance, Analysis, Management, Mutual Funds, Banking, Securities, Strategic Financial..., Fixed Annuities
Education
Saint John Fisher College 2006 — 2007
Marketing/Marketing Management, General
State University of New York College at Cortland 1996 — 2001
B.A., Political Science, Secondary Education Social Studies
webster schroeder high school 1992 — 1996
Regents Diploma, Math and Science
Arthur Murray Dance Studio August 2012 - Present
Chase Investment Services Corp. February 2008 - November 2011
Merrill Lynch October 2006 - January 2008
Morgan Stanley June 2006 - November 2006
Arthur Murray Dance International July 2001 - June 2006
Skills
Financial Planning, Investments, Wealth Management, Estate Planning, Retirement, Series 7, Insurance, Financial Analysis, Retirement Planning, Customer Relations, Asset Management, Risk Management, Portfolio Management, Strategic Planning, Asset Allocation, New Business Development, Annuities, Negotiation, Sales Management, Customer Service, Ballroom Dance, Latin Dance, Dance Education, Sales, Small Business, Finance, Analysis, Management, Mutual Funds, Banking, Securities, Strategic Financial..., Fixed Annuities
Education
Saint John Fisher College 2006 — 2007
Marketing/Marketing Management, General
State University of New York College at Cortland 1996 — 2001
B.A., Political Science, Secondary Education Social Studies
webster schroeder high school 1992 — 1996
Regents Diploma, Math and Science
Steve Ostrander Steve Ostrander's Chase Investment Services Corp Experience May 2003 - September 2012
Job Private Wealth Advisor with LPL Financial HighPoint Planning Partners (630)7199222 ext. 220
Industry Financial Services
Experience
HighPoint Planning Partners September 2012 - Present
Chase Investment Services Corp. May 2003 - September 2012
CitiStreet March 1988 - May 2003
Education
University of Wisconsin-La Crosse 1984 — 1987
Bachelor of Science (BS), Finance and Economics
University of Wisconsin-Richland 1982 — 1984
DePaul University
Post-Graduate Coursework in Business Administration
HighPoint Planning Partners September 2012 - Present
Chase Investment Services Corp. May 2003 - September 2012
CitiStreet March 1988 - May 2003
Education
University of Wisconsin-La Crosse 1984 — 1987
Bachelor of Science (BS), Finance and Economics
University of Wisconsin-Richland 1982 — 1984
DePaul University
Post-Graduate Coursework in Business Administration
Ed Zbytniewski Ed Zbytniewski's Chase Investment Services Corp Experience December 2008 - January 2012
Job J.P. Morgan Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan Chase Bank, NA January 2012 - Present
Chase Investment Services Corp. December 2008 - January 2012
UBS Financial May 2006 - November 2008
Morgan Stanley February 2004 - May 2006
Erenkrantz King Nussbaum broker services June 2002 - February 2004
Smith Barney 2000 - 2002
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Retirement Planning, Series 65, Financial Advisory, Portfolio Management, Investments, Finance, Securities, 401k Rollovers, Alternative Investments, Asset Management, Equities, Financial Services, Fixed Income
Education
Marist College 1998 — 2002
BS, Business/Finance
Chaminade High School 1994 — 1998
Cure' of Ars 1986 — 1994
J.P. Morgan Chase Bank, NA January 2012 - Present
Chase Investment Services Corp. December 2008 - January 2012
UBS Financial May 2006 - November 2008
Morgan Stanley February 2004 - May 2006
Erenkrantz King Nussbaum broker services June 2002 - February 2004
Smith Barney 2000 - 2002
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Retirement Planning, Series 65, Financial Advisory, Portfolio Management, Investments, Finance, Securities, 401k Rollovers, Alternative Investments, Asset Management, Equities, Financial Services, Fixed Income
Education
Marist College 1998 — 2002
BS, Business/Finance
Chaminade High School 1994 — 1998
Cure' of Ars 1986 — 1994
James T. Carpenter III James T. Carpenter III's Chase Investment Services Corp Experience February 2010 - May 2013
Job Financial Specialist at PNC
Industry Investment Management
Experience
PNC September 2014 - Present
Fifth Third Bank November 2013 - September 2014
Chase Investment Services Corp. February 2010 - May 2013
First Place Investment Services February 2003 - February 2010
Skills
Customer Service, Leadership, Team Building, Microsoft Office, Management, Microsoft Excel
Education
John Carroll University 1993 — 1997
Bachelor of Science in Business Administration, Finance
PNC September 2014 - Present
Fifth Third Bank November 2013 - September 2014
Chase Investment Services Corp. February 2010 - May 2013
First Place Investment Services February 2003 - February 2010
Skills
Customer Service, Leadership, Team Building, Microsoft Office, Management, Microsoft Excel
Education
John Carroll University 1993 — 1997
Bachelor of Science in Business Administration, Finance
Andrew Martz's Chase Investment Services Corp Experience May 2008 - September 2012
Job Private Client Advisor at J.P. Morgan
Industry Financial Services
Experience
JP Morgan Chase Bank N.A August 2012 - Present
Chase Investment Services Corp May 2008 - September 2012
First Investors Corporation September 2007 - March 2008
Laidlaw & Co. LTD February 2006 - April 2007
Becton Dickinson 2004 - 2005
Skills
Risk Management, Finance, Portfolio Management, Financial Analysis, Series 7, Equities, Business Analysis, Financial Modeling, Investments, Financial Services, Project Management, Data Analysis, Program Management, Analysis, Process Improvement, Strategic Financial..., Asset Managment, Bloomberg, Microsoft Excel, Microsoft Office, Six Sigma, Business Development
Education
Stevens Institute of Technology 2002 — 2006
BS, Business and Technology
JP Morgan Chase Bank N.A August 2012 - Present
Chase Investment Services Corp May 2008 - September 2012
First Investors Corporation September 2007 - March 2008
Laidlaw & Co. LTD February 2006 - April 2007
Becton Dickinson 2004 - 2005
Skills
Risk Management, Finance, Portfolio Management, Financial Analysis, Series 7, Equities, Business Analysis, Financial Modeling, Investments, Financial Services, Project Management, Data Analysis, Program Management, Analysis, Process Improvement, Strategic Financial..., Asset Managment, Bloomberg, Microsoft Excel, Microsoft Office, Six Sigma, Business Development
Education
Stevens Institute of Technology 2002 — 2006
BS, Business and Technology
JuanCarlos Pinto JuanCarlos Pinto's Chase Investment Services Corp Experience June 2011 - April 2012
Job Private Banker at J.P. Morgan Chase
Industry Financial Services
Experience
Chase Investment Services Corp. June 2011 - April 2012
New York Life March 2009 - May 2011
City of San Jose 2001 - 2009
Cisco Systems 2008 - 2008
Silicon Valley Bank 2007 - 2007
San Jose State University 2007 - 2007
Tuzona.com September 1999 - December 2000
Education
San Jose State University 2006 — 2008
Bachelor, Finance & International Business
Evergreen Valley College 2001 — 2003
Associate, Business Administration
Chase Investment Services Corp. June 2011 - April 2012
New York Life March 2009 - May 2011
City of San Jose 2001 - 2009
Cisco Systems 2008 - 2008
Silicon Valley Bank 2007 - 2007
San Jose State University 2007 - 2007
Tuzona.com September 1999 - December 2000
Education
San Jose State University 2006 — 2008
Bachelor, Finance & International Business
Evergreen Valley College 2001 — 2003
Associate, Business Administration
Steven Brahy, CFP® Steven Brahy, CFP®'s Chase Investment Services Corp Experience September 2010 - October 2011
Job Wealth Management Advisor
Industry Financial Services
Experience
Chase Investment Services Corp. September 2010 - October 2011
Ameriprise Financial Services, Inc. June 2009 - May 2010
Morgan Stanley Smith Barney March 1989 - June 2009
Skills
Wealth Management, Investment Advisory, Retirement Planning, Strategic Financial..., Investments, Investment Strategies, Insurance, 401k, Asset Management, Financial Planning, Mutual Funds, Portfolio Management, Fixed Annuities, Equities, Financial Services, Finance
Education
University of California, Los Angeles 1980 — 1985
Bachelor of Arts, Economics- Business
College for Financial Planning 1993 — 1996
CFP®, Financial Planning
Chase Investment Services Corp. September 2010 - October 2011
Ameriprise Financial Services, Inc. June 2009 - May 2010
Morgan Stanley Smith Barney March 1989 - June 2009
Skills
Wealth Management, Investment Advisory, Retirement Planning, Strategic Financial..., Investments, Investment Strategies, Insurance, 401k, Asset Management, Financial Planning, Mutual Funds, Portfolio Management, Fixed Annuities, Equities, Financial Services, Finance
Education
University of California, Los Angeles 1980 — 1985
Bachelor of Arts, Economics- Business
College for Financial Planning 1993 — 1996
CFP®, Financial Planning
Brad Binder Brad Binder's Chase Investment Services Corp Experience April 2010 - July 2012
Job Field Marketing Coordinator at MedExpress
Industry Marketing and Advertising
Experience
MedExpress December 2013 - Present
Huntington National Bank July 2012 - November 2013
Chase Investment Services Corp. April 2010 - July 2012
PepsiAmericas March 2009 - April 2010
Sony BMG September 1998 - February 2008
Sony Nashville 1997 - 1998
MCA Nashville 1996 - 1997
Skills
Retail, Sales, Social Media, Sales Operations, Marketing Strategy, Event Planning, Selling, Music Industry, Customer Service, Advertising, Account Management, Microsoft Office, Marketing, Social Media Marketing, Social Networking, Time Management
Education
Belmont University 1995 — 1998
BBA, Marketing & Music Business
Penn State University 1994 — 1995
Pre-Law
Parkland High School 1990 — 1994
MedExpress December 2013 - Present
Huntington National Bank July 2012 - November 2013
Chase Investment Services Corp. April 2010 - July 2012
PepsiAmericas March 2009 - April 2010
Sony BMG September 1998 - February 2008
Sony Nashville 1997 - 1998
MCA Nashville 1996 - 1997
Skills
Retail, Sales, Social Media, Sales Operations, Marketing Strategy, Event Planning, Selling, Music Industry, Customer Service, Advertising, Account Management, Microsoft Office, Marketing, Social Media Marketing, Social Networking, Time Management
Education
Belmont University 1995 — 1998
BBA, Marketing & Music Business
Penn State University 1994 — 1995
Pre-Law
Parkland High School 1990 — 1994
Jim Dupire's Chase Investment Services Corp Experience April 2010 - November 2010
Job Personal Bank / Registered Representative at Huntingtion National Bank/Huntington Investment Company
Industry Banking
Experience
Huntingtion National Bank/Huntington Investment Company November 2010 - Present
Chase Investment Services Corp. April 2010 - November 2010
Brightpoint November 2008 - September 2009
Brightpoint March 2006 - November 2008
Brightpoint March 2001 - March 2006
Kimball International January 1997 - January 2001
Country Heart Home Healthcare January 1996 - January 1997
Skills
Sales Process, Product Development, Competitive Analysis, Key Account Management, Business Development, Strategic Partnerships, Product Management, Pricing, New Business Development, Forecasting, Marketing, Cross-functional Team..., Wireless, Retail, Call Center, Account Management, Product Marketing, B2B, Sales Management, Sales, Cold Calling, Telecommunications, Vendor Management, Relationship Management, Solution Selling, Team Building, Sales Operations, Contract Negotiation, Channel, Direct Sales, Salesforce.com, Team Leadership, Process Improvement, Customer Retention, Management, Purchasing, Selling, CRM, Leadership, Customer Experience, Time Management, Supply Chain, Sales Presentations, Customer Satisfaction, Business Planning, Training, P&L Management, Market Planning, Executive Management, Start-ups
Education
Indiana State University - Scott College of Business 1990 — 1995
Bachleor of Science, Busienss Administration; Management, Marketing, and Insurance
Huntingtion National Bank/Huntington Investment Company November 2010 - Present
Chase Investment Services Corp. April 2010 - November 2010
Brightpoint November 2008 - September 2009
Brightpoint March 2006 - November 2008
Brightpoint March 2001 - March 2006
Kimball International January 1997 - January 2001
Country Heart Home Healthcare January 1996 - January 1997
Skills
Sales Process, Product Development, Competitive Analysis, Key Account Management, Business Development, Strategic Partnerships, Product Management, Pricing, New Business Development, Forecasting, Marketing, Cross-functional Team..., Wireless, Retail, Call Center, Account Management, Product Marketing, B2B, Sales Management, Sales, Cold Calling, Telecommunications, Vendor Management, Relationship Management, Solution Selling, Team Building, Sales Operations, Contract Negotiation, Channel, Direct Sales, Salesforce.com, Team Leadership, Process Improvement, Customer Retention, Management, Purchasing, Selling, CRM, Leadership, Customer Experience, Time Management, Supply Chain, Sales Presentations, Customer Satisfaction, Business Planning, Training, P&L Management, Market Planning, Executive Management, Start-ups
Education
Indiana State University - Scott College of Business 1990 — 1995
Bachleor of Science, Busienss Administration; Management, Marketing, and Insurance
Tim Mossburg's Chase Investment Services Corp Experience February 2012 - August 2012
Job Consultant at Ascensus
Industry Financial Services
Experience
Ascensus September 2014 - Present
Chase Investment Services Corp. February 2012 - August 2012
A Financial Services Company June 2009 - January 2012
GTE 1990 - 2009
verizon 1990 - 2009
Verizon Business June 1990 - December 2008
GTE/Verizon June 1990 - December 2008
GTE/Verizon October 1999 - August 2002
Skills
Call Center, Metrics, Process Improvement, T1, Telecommunications, Business Requirements, Project Management, Vendor Management, Business Analysis, Visio, Financial Analysis, Business Development, Salesforce.com, Team Leadership, Requirements Analysis
Education
Indiana Wesleyan University 1999 — 2002
Master of Business Administration (MBA), MBA
Ball State University 1978 — 1981
BS, Business/Marketing
Ascensus September 2014 - Present
Chase Investment Services Corp. February 2012 - August 2012
A Financial Services Company June 2009 - January 2012
GTE 1990 - 2009
verizon 1990 - 2009
Verizon Business June 1990 - December 2008
GTE/Verizon June 1990 - December 2008
GTE/Verizon October 1999 - August 2002
Skills
Call Center, Metrics, Process Improvement, T1, Telecommunications, Business Requirements, Project Management, Vendor Management, Business Analysis, Visio, Financial Analysis, Business Development, Salesforce.com, Team Leadership, Requirements Analysis
Education
Indiana Wesleyan University 1999 — 2002
Master of Business Administration (MBA), MBA
Ball State University 1978 — 1981
BS, Business/Marketing
Benjamin Laker's Chase Investment Services Corp Experience November 2008 - January 2012
Job Sr. Financial Analyst at Franciscan St. Francis Health
Industry Financial Services
Experience
Franciscan St. Francis Health December 2013 - Present
Franciscan St. Francis Health December 2011 - December 2013
Chase Investment Services Corp. November 2008 - January 2012
Edward Jones July 2007 - October 2008
Paul Kite Company September 2006 - June 2007
LM Henderson & Company October 2003 - September 2006
Galyans Sport and Outdoor 2001 - 2003
Galyans Sport and Outdoor 2001 - 2003
Skills
Non-profits, Financial Accounting, Strategic Planning, Budgets, Sales Management, PowerPoint, General Ledger, Accounting, Financial Analysis, Tax Preparation, Financial Reporting, Auditing, Finance, Strategic Financial..., Management, Process Improvement, Investments, Leadership, Microsoft Excel, Team Building, Healthcare
Education
Purdue University 1997 — 2001
Bachelors, Accounting
Roncalli High School
Franciscan St. Francis Health December 2013 - Present
Franciscan St. Francis Health December 2011 - December 2013
Chase Investment Services Corp. November 2008 - January 2012
Edward Jones July 2007 - October 2008
Paul Kite Company September 2006 - June 2007
LM Henderson & Company October 2003 - September 2006
Galyans Sport and Outdoor 2001 - 2003
Galyans Sport and Outdoor 2001 - 2003
Skills
Non-profits, Financial Accounting, Strategic Planning, Budgets, Sales Management, PowerPoint, General Ledger, Accounting, Financial Analysis, Tax Preparation, Financial Reporting, Auditing, Finance, Strategic Financial..., Management, Process Improvement, Investments, Leadership, Microsoft Excel, Team Building, Healthcare
Education
Purdue University 1997 — 2001
Bachelors, Accounting
Roncalli High School
Brett Masarky's Chase Investment Services Corp Experience September 2010 - August 2011
Job Portfolio Associate at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman August 2013 - Present
J.P. Morgan August 2011 - August 2013
Chase Investment Services Corp. September 2010 - August 2011
Northwestern Mutual August 2007 - July 2009
Heineken May 2006 - December 2006
Skills
Investments, Financial Analysis, Leadership, Banking, Sales, Finance, Management, Portfolio Management, Entrepreneurship, Analysis, Microsoft Excel, Equities, Wealth Management, Financial Services
Education
Denison University 2003 — 2007
Bachelor’s Degree, Economics, Latin
Neuberger Berman August 2013 - Present
J.P. Morgan August 2011 - August 2013
Chase Investment Services Corp. September 2010 - August 2011
Northwestern Mutual August 2007 - July 2009
Heineken May 2006 - December 2006
Skills
Investments, Financial Analysis, Leadership, Banking, Sales, Finance, Management, Portfolio Management, Entrepreneurship, Analysis, Microsoft Excel, Equities, Wealth Management, Financial Services
Education
Denison University 2003 — 2007
Bachelor’s Degree, Economics, Latin
Carl M. Ostergaard, Jr. Carl M. Ostergaard, Jr.'s Chase Investment Services Corp Experience November 2005 - August 2010
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2010 - Present
U.S. Air Force Reserve August 2001 - Present
Chase Investment Services Corp. November 2005 - August 2010
American Express Financial Advisors March 2001 - November 2005
Army National Guard October 1991 - October 2000
Skills
Series 7, Series 24, Series 63, Series 65, Insurance Planning, Annuities, Retirement Planning, Financial Planning, Notary Public, Financial Planners, Retirement, Strategic Financial..., Uniform Combined State..., Accident, Fixed Annuities, Military
Education
Fairleigh Dickinson University
BA, Political Science
Community College of the Air Force
AS, Transportation
County College of Morris
AA, Social Science
UBS Wealth Management August 2010 - Present
U.S. Air Force Reserve August 2001 - Present
Chase Investment Services Corp. November 2005 - August 2010
American Express Financial Advisors March 2001 - November 2005
Army National Guard October 1991 - October 2000
Skills
Series 7, Series 24, Series 63, Series 65, Insurance Planning, Annuities, Retirement Planning, Financial Planning, Notary Public, Financial Planners, Retirement, Strategic Financial..., Uniform Combined State..., Accident, Fixed Annuities, Military
Education
Fairleigh Dickinson University
BA, Political Science
Community College of the Air Force
AS, Transportation
County College of Morris
AA, Social Science
Angeline Turcan Angeline Turcan's Chase Investment Services Corp Experience December 2009 - September 2012
Job Regional Brokerage Manager at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC October 2013 - Present
JPMorgan Chase 2009 - October 2013
Chase investment services corp December 2009 - September 2012
Smith Barney December 1998 - December 2009
Education
Aix-Marseille Université 1989 — 1996
DEA, Droit International
University of California, Berkeley 1983 — 1988
Bachelor's, Rhetoric
JL
Wells Fargo Advisors LLC October 2013 - Present
JPMorgan Chase 2009 - October 2013
Chase investment services corp December 2009 - September 2012
Smith Barney December 1998 - December 2009
Education
Aix-Marseille Université 1989 — 1996
DEA, Droit International
University of California, Berkeley 1983 — 1988
Bachelor's, Rhetoric
JL
Roh Habibi's Chase Investment Services Corp Experience September 2011 - April 2012
Job Broker Associate at Coldwell Banker Previews International
Industry Real Estate
Experience
Coldwell Banker Previews International October 2014 - Present
Vanguard Properties April 2012 - October 2014
Chase Investment Services Corp. September 2011 - April 2012
JP Morgan Chase September 2010 - September 2011
Skills
Banking, Credit, Investment Properties, Real Estate Transactions, Strategic Financial..., Wealth Management, Real Estate Financing, Event Planning, Financial Planning, Financial Advisory, Small Business, Estate Planning, Business Strategy, Real Estate Economics, Investments, Financial Services, Insurance Planning, income tax planning, employment benefit..., Risk Management, Real Estate Investment, International Business, Business Analysis, Business Management, Financial Markets, Escrow, Entrepreneurship, Training, Mortgage Lending, Real Estate, Advertising, Marketing Strategy, Real Estate Development, Appraisals, Property Management, Luxury Brand Marketing, Luxury Goods, Single Family Homes, Condos, Sellers, Buyer Representation, Listing Homes, Multiple Listing Service, First Time Home Buyers, First Time Home Sellers, Residential Homes, Negotiation, New Home Sales, Investment Sales, Real Estate License
Education
University of California, Berkeley 2010 — 2012
CFP, Financial Planning & Wealth Management
Allied Schools 2008 — 2009
California Real Estate Broker License, All Aspects of Real Estate
San Jose State University 2000 — 2005
B.S, International Business Minor European Studies
Coldwell Banker Previews International October 2014 - Present
Vanguard Properties April 2012 - October 2014
Chase Investment Services Corp. September 2011 - April 2012
JP Morgan Chase September 2010 - September 2011
Skills
Banking, Credit, Investment Properties, Real Estate Transactions, Strategic Financial..., Wealth Management, Real Estate Financing, Event Planning, Financial Planning, Financial Advisory, Small Business, Estate Planning, Business Strategy, Real Estate Economics, Investments, Financial Services, Insurance Planning, income tax planning, employment benefit..., Risk Management, Real Estate Investment, International Business, Business Analysis, Business Management, Financial Markets, Escrow, Entrepreneurship, Training, Mortgage Lending, Real Estate, Advertising, Marketing Strategy, Real Estate Development, Appraisals, Property Management, Luxury Brand Marketing, Luxury Goods, Single Family Homes, Condos, Sellers, Buyer Representation, Listing Homes, Multiple Listing Service, First Time Home Buyers, First Time Home Sellers, Residential Homes, Negotiation, New Home Sales, Investment Sales, Real Estate License
Education
University of California, Berkeley 2010 — 2012
CFP, Financial Planning & Wealth Management
Allied Schools 2008 — 2009
California Real Estate Broker License, All Aspects of Real Estate
San Jose State University 2000 — 2005
B.S, International Business Minor European Studies
Aleece O'Connell Aleece O'Connell's Chase Investment Services Corp Experience April 2010 - October 2010
Job Private Client Investment Associate at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. August 2015 - Present
JPMorgan Chase October 2013 - August 2015
J.P. Morgan February 2013 - October 2013
J.P. Morgan October 2010 - February 2013
Chase Investment Services Corp. April 2010 - October 2010
Education
Governors State University
Bachelor of Arts (BA), Interdisciplinary Studies
Purdue University
JPMorgan Chase Bank, N.A. August 2015 - Present
JPMorgan Chase October 2013 - August 2015
J.P. Morgan February 2013 - October 2013
J.P. Morgan October 2010 - February 2013
Chase Investment Services Corp. April 2010 - October 2010
Education
Governors State University
Bachelor of Arts (BA), Interdisciplinary Studies
Purdue University
James Ryan Jeansonne James Ryan Jeansonne's Chase Investment Services Corp Experience April 2001 - November 2005
Job Digital Marketing | Communications | Social Media
Industry Marketing and Advertising
Experience
OhioHealth May 2014 - Present
Gannett June 2013 - April 2014
Highlights for Children June 2011 - June 2013
Chase Home Finance December 2009 - June 2011
JPMorgan Chase February 2008 - November 2009
Quest Software October 2007 - February 2008
JPMorgan Private Client Services October 2006 - September 2007
CheckFree (Fiserv) November 2005 - October 2006
Chase Investment Services Corp. April 2001 - November 2005
JPMorgan Chase June 1999 - April 2001
Skills
Social Media, Communications Strategy, Internal Marketing, Social Media Marketing, Marketing Communications, Email Marketing, Online Marketing, Advertising, SEO, Marketing, Digital Marketing, E-commerce, Management, Content Management, Online Advertising, Project Management, Multi-channel Marketing, Strategic Communications, Marketing Management, Product Marketing, Strategy, SEM, Cross-functional Team..., Internal Communications, Leadership, Direct Mail, Strategic Planning, Direct Marketing, Integrated Marketing, Marketing Strategy, Vendor Management, Lead Generation
Education
Bowling Green State University 1992 — 1996
BA Arts & Sciences, Communications, Journalism
OhioHealth May 2014 - Present
Gannett June 2013 - April 2014
Highlights for Children June 2011 - June 2013
Chase Home Finance December 2009 - June 2011
JPMorgan Chase February 2008 - November 2009
Quest Software October 2007 - February 2008
JPMorgan Private Client Services October 2006 - September 2007
CheckFree (Fiserv) November 2005 - October 2006
Chase Investment Services Corp. April 2001 - November 2005
JPMorgan Chase June 1999 - April 2001
Skills
Social Media, Communications Strategy, Internal Marketing, Social Media Marketing, Marketing Communications, Email Marketing, Online Marketing, Advertising, SEO, Marketing, Digital Marketing, E-commerce, Management, Content Management, Online Advertising, Project Management, Multi-channel Marketing, Strategic Communications, Marketing Management, Product Marketing, Strategy, SEM, Cross-functional Team..., Internal Communications, Leadership, Direct Mail, Strategic Planning, Direct Marketing, Integrated Marketing, Marketing Strategy, Vendor Management, Lead Generation
Education
Bowling Green State University 1992 — 1996
BA Arts & Sciences, Communications, Journalism
Keith R Schneider's Chase Investment Services Corp Experience January 2008 - February 2013
Job E*TRADE Securities LLC, E*TRADE Capital Management LLC Financial Consultant
Industry Financial Services
Experience
E*TRADE Financial Corporation February 2013 - Present
Chase Investment Services Corp January 2008 - February 2013
Skills
Series 7, Wealth Management, Asset Allocation, Retirement Planning, Asset Management, Portfolio Management, Capital Markets, Customer Service, Financial Analysis
Education
City University of New York-Brooklyn College
Bachelor's degree, Finance
E*TRADE Financial Corporation February 2013 - Present
Chase Investment Services Corp January 2008 - February 2013
Skills
Series 7, Wealth Management, Asset Allocation, Retirement Planning, Asset Management, Portfolio Management, Capital Markets, Customer Service, Financial Analysis
Education
City University of New York-Brooklyn College
Bachelor's degree, Finance
William Speed's Chase Investment Services Corp Experience March 2007 - January 2013
Job Financial Services Professional
Industry Financial Services
Experience
Teachers Credit Union April 2014 - Present
Elegant Gatherings June 2005 - Present
Chase Investment Services Corp. March 2007 - January 2013
Skills
Customer Service, Public Speaking, Event Planning, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Marketing, Banking, Investment Banking, Commercial Banking, Private Banking, Financial Analysis, Financial Reporting, Financial Accounting, Corporate Finance, Financial Planning, Financial Services, Project Management, Project Planning, Business Process, Sales Management, Sales Operations, Direct Sales, Sales Process, Budgeting, Payroll, Accounts Payable &..., Office Management, Community Outreach, Research, Strategic Planning, Team Building
Education
Indiana University Bloomington 2001 — 2005
Bachelor’s Degree, Political Science and Government
Teachers Credit Union April 2014 - Present
Elegant Gatherings June 2005 - Present
Chase Investment Services Corp. March 2007 - January 2013
Skills
Customer Service, Public Speaking, Event Planning, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Marketing, Banking, Investment Banking, Commercial Banking, Private Banking, Financial Analysis, Financial Reporting, Financial Accounting, Corporate Finance, Financial Planning, Financial Services, Project Management, Project Planning, Business Process, Sales Management, Sales Operations, Direct Sales, Sales Process, Budgeting, Payroll, Accounts Payable &..., Office Management, Community Outreach, Research, Strategic Planning, Team Building
Education
Indiana University Bloomington 2001 — 2005
Bachelor’s Degree, Political Science and Government
Jerome Hunley-Ellis's Chase Investment Services Corp Experience February 2007 - August 2011
Job Retirement Plans Consultant National Sales Desk
Industry Insurance
Experience
Nationwide Insurance October 2014 - Present
JPMorgan Chase September 2013 - October 2014
JPMorgan Chase August 2012 - September 2013
PNC Investments August 2011 - August 2012
Chase Investment Services Corp. February 2007 - August 2011
Best Buy August 2001 - June 2006
Skills
Investments, Finance, Banking, Series 6, Series 63, Sales, Loans, Mortgage Lending, Management, Mutual Funds, Credit, Strategic Financial..., Fixed Annuities, Customer Service, Financial Analysis, Consumer Lending, Licensed Life & Health..., Training, Analysis, Securities
Education
Ohio University 2006 — 2009
Bachelor's, Communication, Minor: Psychology
Nationwide Insurance October 2014 - Present
JPMorgan Chase September 2013 - October 2014
JPMorgan Chase August 2012 - September 2013
PNC Investments August 2011 - August 2012
Chase Investment Services Corp. February 2007 - August 2011
Best Buy August 2001 - June 2006
Skills
Investments, Finance, Banking, Series 6, Series 63, Sales, Loans, Mortgage Lending, Management, Mutual Funds, Credit, Strategic Financial..., Fixed Annuities, Customer Service, Financial Analysis, Consumer Lending, Licensed Life & Health..., Training, Analysis, Securities
Education
Ohio University 2006 — 2009
Bachelor's, Communication, Minor: Psychology
Toby Schumacher's Chase Investment Services Corp Experience December 2010 - July 2011
Job Business Development and GotoMarket Strategies at GoFundMe
Industry Computer Software
Experience
GoFundMe September 2015 - Present
Demandforce June 2015 - September 2015
Demandforce August 2014 - June 2015
Demandforce June 2013 - August 2014
Demandforce June 2012 - June 2013
Demandforce July 2011 - July 2012
Chase Investment Services, Corp December 2010 - July 2011
Wells Fargo Investments January 2008 - November 2010
Wells Fargo Bank December 2005 - January 2008
Wells Fargo Bank August 2004 - December 2005
Skills
Sales, Customer Service, Banking, Salesforce.com, Cold Calling, Sales Process, Direct Sales, Account Management, Financial Analysis, Sales Management, Customer Satisfaction, Marketing, Pipeline Development, Qualifying Prospects, Team Management, Management, SaaS, Strategy, Business Development, Social Networking, CRM, Lead Generation, Leadership, Sales Operations
Education
California State University-Chico 2002 — 2007
Bachelor of Arts, Liberal Studies with concentration in Special Education
GoFundMe September 2015 - Present
Demandforce June 2015 - September 2015
Demandforce August 2014 - June 2015
Demandforce June 2013 - August 2014
Demandforce June 2012 - June 2013
Demandforce July 2011 - July 2012
Chase Investment Services, Corp December 2010 - July 2011
Wells Fargo Investments January 2008 - November 2010
Wells Fargo Bank December 2005 - January 2008
Wells Fargo Bank August 2004 - December 2005
Skills
Sales, Customer Service, Banking, Salesforce.com, Cold Calling, Sales Process, Direct Sales, Account Management, Financial Analysis, Sales Management, Customer Satisfaction, Marketing, Pipeline Development, Qualifying Prospects, Team Management, Management, SaaS, Strategy, Business Development, Social Networking, CRM, Lead Generation, Leadership, Sales Operations
Education
California State University-Chico 2002 — 2007
Bachelor of Arts, Liberal Studies with concentration in Special Education
Dereka Roach, MBA Dereka Roach, MBA's Chase Investment Services Corp Experience 2005 - 2006
Job Fiscal Analyst at District of Columbia Public Schools (DCPS) Office of Federal Programs & Grants
Industry Government Administration
Experience
District of Columbia Public Schools (DCPS) 2014 - Present
The Exchange or Army & Air Force Exchange Service (AAFES) 2011 - 2014
The Exchange or Army & Air Force Exchange Service (AAFES) 2010 - 2011
TD Ameritrade 2006 - 2009
Chase Investment Services Corp 2005 - 2006
Skills
Management, Financial Analysis, Financial Statements, Account Reconciliation, Banking, Microsoft Office, General Ledger, Research, Month End Close, Year-end Close, Document Review, Investments, Business Process..., Account Management, Accounting Applications, Grant Administration, Federal Grant Management, Budget Management, Budget Process, Budget Forecasts, Budget Development, Budget Analysis, PeopleSoft, Hyperion Essbase, Organization Skills, Federal Government, Consultative Selling, MS Excel Pivot Tables, Financial Tracking, Financial Accounting, Financial Reporting, Financial Services, Financial Markets, Salesforce.com, Financial Planning, Financial Audits, Internal Controls
Education
Dallas Baptist University 2009 — 2014
Master of Business Administration (M.B.A.)
University of Houston 1995 — 2001
BBA
District of Columbia Public Schools (DCPS) 2014 - Present
The Exchange or Army & Air Force Exchange Service (AAFES) 2011 - 2014
The Exchange or Army & Air Force Exchange Service (AAFES) 2010 - 2011
TD Ameritrade 2006 - 2009
Chase Investment Services Corp 2005 - 2006
Skills
Management, Financial Analysis, Financial Statements, Account Reconciliation, Banking, Microsoft Office, General Ledger, Research, Month End Close, Year-end Close, Document Review, Investments, Business Process..., Account Management, Accounting Applications, Grant Administration, Federal Grant Management, Budget Management, Budget Process, Budget Forecasts, Budget Development, Budget Analysis, PeopleSoft, Hyperion Essbase, Organization Skills, Federal Government, Consultative Selling, MS Excel Pivot Tables, Financial Tracking, Financial Accounting, Financial Reporting, Financial Services, Financial Markets, Salesforce.com, Financial Planning, Financial Audits, Internal Controls
Education
Dallas Baptist University 2009 — 2014
Master of Business Administration (M.B.A.)
University of Houston 1995 — 2001
BBA
Chris Binting Chris Binting's Chase Investment Services Corp Experience March 2009 - March 2010
Job Consultant, Corporate Compliance at Nationwide Financial
Industry Insurance
Experience
Nationwide Financial June 2012 - Present
Greater Columbus Swim Team April 2011 - Present
Morgan Stanley Smith Barney May 2011 - June 2012
The Huntington Investment Company March 2010 - May 2011
Chase Investment Services Corp. March 2009 - March 2010
Morgan Stanley May 2005 - February 2009
Education
Capital University - School of Management 2006 — 2008
MBA, Business Administration
The Ohio State University 1998 — 2004
BS, Family Financial Management
Nationwide Financial June 2012 - Present
Greater Columbus Swim Team April 2011 - Present
Morgan Stanley Smith Barney May 2011 - June 2012
The Huntington Investment Company March 2010 - May 2011
Chase Investment Services Corp. March 2009 - March 2010
Morgan Stanley May 2005 - February 2009
Education
Capital University - School of Management 2006 — 2008
MBA, Business Administration
The Ohio State University 1998 — 2004
BS, Family Financial Management
Thomas Duckett Thomas Duckett's Chase Investment Services Corp Experience May 2010 - July 2011
Job Project Management Coordinator at Innovairre
Industry Marketing and Advertising
Experience
Innovairre July 2014 - Present
Compass Group Insurance August 2013 - July 2014
Compass Group Insurance May 2013 - February 2014
Edward Jones July 2011 - May 2013
Chase Investment Services Corp. May 2010 - July 2011
Romano's Macaroni Grill February 2009 - May 2010
First Fidelity Bank July 2007 - November 2008
First Fidelity Bank June 2006 - June 2007
First Fidelity Bank November 2005 - June 2006
First Fidelity Bank February 2005 - November 2005
Skills
Training, Leadership, Sales, Management, Customer Service, Customer Satisfaction, Finance, Technical Writing, Process Improvement, Insurance, Analysis, Program Management, Project Management, Human Resources, Banking
Education
University of Oklahoma 2000 — 2003
Bachelor of Arts (B.A.), East Asian Studies
Southern Baptist Theological Seminary 2009 — 2009
Masters of Divinity, Church Music
Adygei State University 2004 — 2004
Russian Language
Innovairre July 2014 - Present
Compass Group Insurance August 2013 - July 2014
Compass Group Insurance May 2013 - February 2014
Edward Jones July 2011 - May 2013
Chase Investment Services Corp. May 2010 - July 2011
Romano's Macaroni Grill February 2009 - May 2010
First Fidelity Bank July 2007 - November 2008
First Fidelity Bank June 2006 - June 2007
First Fidelity Bank November 2005 - June 2006
First Fidelity Bank February 2005 - November 2005
Skills
Training, Leadership, Sales, Management, Customer Service, Customer Satisfaction, Finance, Technical Writing, Process Improvement, Insurance, Analysis, Program Management, Project Management, Human Resources, Banking
Education
University of Oklahoma 2000 — 2003
Bachelor of Arts (B.A.), East Asian Studies
Southern Baptist Theological Seminary 2009 — 2009
Masters of Divinity, Church Music
Adygei State University 2004 — 2004
Russian Language
Kevin Nester, AIF® Kevin Nester, AIF®'s Chase Investment Services Corp Experience January 2009 - March 2013
Job Investment Advisory Consultant at Alliance Benefit Group Illinois
Industry Financial Services
Experience
Alliance Benefit Group - Illinois June 2015 - Present
R. Knapp Financial, Inc. November 2013 - August 2014
Wells Fargo Advisors, LLC March 2013 - November 2013
Chase Investment Services Corp January 2009 - March 2013
Smith Barney February 2007 - March 2009
HCH Administration, Inc June 2003 - February 2007
Tribune Company January 1999 - January 2003
Hewitt Associates January 1997 - January 1999
Skills
Investments, Insurance, Finance, Mutual Funds, Retirement Planning, Financial Analysis, Retirement, Management, Fixed Annuities, CRM, Health Insurance, Project Management, Strategic Planning, Financial Advisory, Customer Service, Portfolio Management, Sales, Investment Advisory
Education
Quinlan School of Business, Loyola University Chicago 2000 — 2002
MBA, Business
Marquette University 1988 — 1992
Bachelor of Arts
Bergan High School
Alliance Benefit Group - Illinois June 2015 - Present
R. Knapp Financial, Inc. November 2013 - August 2014
Wells Fargo Advisors, LLC March 2013 - November 2013
Chase Investment Services Corp January 2009 - March 2013
Smith Barney February 2007 - March 2009
HCH Administration, Inc June 2003 - February 2007
Tribune Company January 1999 - January 2003
Hewitt Associates January 1997 - January 1999
Skills
Investments, Insurance, Finance, Mutual Funds, Retirement Planning, Financial Analysis, Retirement, Management, Fixed Annuities, CRM, Health Insurance, Project Management, Strategic Planning, Financial Advisory, Customer Service, Portfolio Management, Sales, Investment Advisory
Education
Quinlan School of Business, Loyola University Chicago 2000 — 2002
MBA, Business
Marquette University 1988 — 1992
Bachelor of Arts
Bergan High School
Darren Wittman Darren Wittman's Chase Investment Services Corp Experience August 2010 - October 2011
Job Insurance & Financial Services at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance November 2012 - Present
Chase Investment Services Corp. August 2010 - October 2011
Newbridge Securities June 2006 - July 2010
Montauk Financial Group April 2002 - June 2006
Skills
Banking, Financial Analysis, Credit, Financial Markets, Strategic Planning, Customer Service, Account Management, Commercial Lending, New Business Development, Microsoft Office, Budgets, Negotiation, Sales, Business Development, Marketing Strategy, Salesforce.com, Recruiting, Direct Sales, Risk Management, Finance, Insurance, Management, Life Insurance, Financial Services
Education
John Jay College of Criminal Justice 1999 — 2001
Criminal Justice/Police Science
Buffalo State College 1993 — 1996
Business/Managerial Economics
Farmers Insurance November 2012 - Present
Chase Investment Services Corp. August 2010 - October 2011
Newbridge Securities June 2006 - July 2010
Montauk Financial Group April 2002 - June 2006
Skills
Banking, Financial Analysis, Credit, Financial Markets, Strategic Planning, Customer Service, Account Management, Commercial Lending, New Business Development, Microsoft Office, Budgets, Negotiation, Sales, Business Development, Marketing Strategy, Salesforce.com, Recruiting, Direct Sales, Risk Management, Finance, Insurance, Management, Life Insurance, Financial Services
Education
John Jay College of Criminal Justice 1999 — 2001
Criminal Justice/Police Science
Buffalo State College 1993 — 1996
Business/Managerial Economics
Perry Carter Perry Carter's Chase Investment Services Corp Experience January 2010 - August 2011
Job Financial Operations Principal at ARCA Capital Investments
Industry Financial Services
Experience
ARCA Capital Investments June 2014 - Present
Kovack Securities September 2011 - June 2014
Chase Investment Services Corp January 2010 - August 2011
Chase Investment Services Corp January 2009 - January 2010
Skills
Series 4, Series 7, Series 24, Series 27, Series 53, Series 66, FIBA AMLCA, Securities Regulation, Broker-Dealer Compliance, Alternative Investments, OFAC, Due Diligence, USA PATRIOT Act, Bank Secrecy Act, Investment Advisory, FINRA Abitration, Securities, Mutual Funds, AML, Financial Services, Investments, Trading, Fixed Annuities, FINRA
Education
The Ohio State University 1987 — 1991
Bachelor of Science (BS), Finance, General
Gonzaga College H.S.
ARCA Capital Investments June 2014 - Present
Kovack Securities September 2011 - June 2014
Chase Investment Services Corp January 2010 - August 2011
Chase Investment Services Corp January 2009 - January 2010
Skills
Series 4, Series 7, Series 24, Series 27, Series 53, Series 66, FIBA AMLCA, Securities Regulation, Broker-Dealer Compliance, Alternative Investments, OFAC, Due Diligence, USA PATRIOT Act, Bank Secrecy Act, Investment Advisory, FINRA Abitration, Securities, Mutual Funds, AML, Financial Services, Investments, Trading, Fixed Annuities, FINRA
Education
The Ohio State University 1987 — 1991
Bachelor of Science (BS), Finance, General
Gonzaga College H.S.
Peggy VanDenBrouck Peggy VanDenBrouck's Chase Investment Services Corp Experience September 2005 - April 2009
Job Multiple Sclerosis Advocate
Industry Philanthropy
Experience
Chase Investment Services Corp September 2005 - April 2009
Charles Schwab & Co. 2001 - 2004
Van Den Brouck & Associates July 1987 - August 2001
DFCU Financial 1981 - 1987
Skills
Wealth Management, Retirement Planning, Investments, Strategic Financial...
Education
Henry Ford Community College 1982 — 1986
Attended, select business courses
College for Financial Planning 1981 — 1986
CFP, financial planning
University of Missouri-Columbia 1979 — 1980
Executive Marketing Institute
Dale Carnegie Institute
Effective Speaking & Human Relations
National Credit Union Institute
CCUE
Chase Investment Services Corp September 2005 - April 2009
Charles Schwab & Co. 2001 - 2004
Van Den Brouck & Associates July 1987 - August 2001
DFCU Financial 1981 - 1987
Skills
Wealth Management, Retirement Planning, Investments, Strategic Financial...
Education
Henry Ford Community College 1982 — 1986
Attended, select business courses
College for Financial Planning 1981 — 1986
CFP, financial planning
University of Missouri-Columbia 1979 — 1980
Executive Marketing Institute
Dale Carnegie Institute
Effective Speaking & Human Relations
National Credit Union Institute
CCUE
Stacey Hager Stacey Hager's Chase Investment Services Corp Experience January 2011 - September 2012
Job Private Client Advisor at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. July 2015 - Present
JP Morgan Securities, LLC March 2013 - June 2015
Chase Investments, a Registered Representative of JP Morgan Securities LLC October 2012 - March 2013
Chase Investment Services Corp January 2011 - September 2012
Chase Bank N.A. May 2009 - December 2010
Lease Corporation of America October 2008 - March 2009
Quicken Loans July 2006 - September 2008
Education
Michigan State University 2002 — 2006
BA, Communication
JP Morgan Chase Bank, N.A. July 2015 - Present
JP Morgan Securities, LLC March 2013 - June 2015
Chase Investments, a Registered Representative of JP Morgan Securities LLC October 2012 - March 2013
Chase Investment Services Corp January 2011 - September 2012
Chase Bank N.A. May 2009 - December 2010
Lease Corporation of America October 2008 - March 2009
Quicken Loans July 2006 - September 2008
Education
Michigan State University 2002 — 2006
BA, Communication
Colin Igawa, CFP®, ChFC® Colin Igawa, CFP®, ChFC®'s Chase Investment Services Corp Experience July 2011 - October 2012
Job Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. September 2015 - Present
J.P. Morgan Securities LLC July 2011 - September 2015
Chase Investment Services Corp. July 2011 - October 2012
MetLife Securities, Inc. October 2009 - July 2011
Wells Fargo Investments, LLC September 2008 - September 2009
Wells Fargo Bank September 2005 - September 2009
Wells Fargo Financial September 2004 - September 2005
Education
Seattle University 2000 — 2004
Bachelor of Arts Degree, Business Administration; Finance & Business Economics
JPMorgan Chase Bank, N.A. September 2015 - Present
J.P. Morgan Securities LLC July 2011 - September 2015
Chase Investment Services Corp. July 2011 - October 2012
MetLife Securities, Inc. October 2009 - July 2011
Wells Fargo Investments, LLC September 2008 - September 2009
Wells Fargo Bank September 2005 - September 2009
Wells Fargo Financial September 2004 - September 2005
Education
Seattle University 2000 — 2004
Bachelor of Arts Degree, Business Administration; Finance & Business Economics
Colin Stipcak's Chase Investment Services Corp Experience June 2010 - July 2011
Job Management Consultant at Accenture
Industry Management Consulting
Experience
Accenture December 2014 - Present
Accenture January 2014 - November 2014
Accenture July 2011 - December 2013
Chase Investment Services Corp. June 2010 - July 2011
Clow Restoration May 2009 - June 2010
Hilton Garden Inn June 2008 - November 2008
Courtyard by Marriott August 2006 - June 2008
Skills
Customer Satisfaction, Training, PowerPoint, Leadership, Budgets, Time Management, Management, Customer Service, Team Building, Financial Analysis, Analysis, Forecasting, Finance, Banking, Process Improvement, Data Analysis
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science, Business; Marketing; Finance
Accenture December 2014 - Present
Accenture January 2014 - November 2014
Accenture July 2011 - December 2013
Chase Investment Services Corp. June 2010 - July 2011
Clow Restoration May 2009 - June 2010
Hilton Garden Inn June 2008 - November 2008
Courtyard by Marriott August 2006 - June 2008
Skills
Customer Satisfaction, Training, PowerPoint, Leadership, Budgets, Time Management, Management, Customer Service, Team Building, Financial Analysis, Analysis, Forecasting, Finance, Banking, Process Improvement, Data Analysis
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science, Business; Marketing; Finance
Brian Monske's Chase Investment Services Corp Experience July 2010 - October 2012
Job Wealth Advisor at SLR Financial, Inc.
Industry Financial Services
Experience
SLR Financial, Inc. February 2015 - Present
JP Morgan Chase Bank, N.A. August 2012 - February 2015
Chase Investment Services Corp. July 2010 - October 2012
JP Morgan Chase February 2009 - July 2010
Securities America May 2005 - February 2009
Skills
Wealth Management, Retirement Planning, Risk Management, Asset Allocation, Retirement Income..., Portfolio Management, Investments, Strategic Planning, Asset Management, Financial Analysis, Retirement Savings, Financial Services, Banking, Mutual Funds, Independent Financial..., Financial Planning, Series 7, Insurance, Retirement, Investment Advisory, Customer Service, Investment Strategies, Wealth Accumulation, Wealth Preservation..., Investment Management, Money Management, Financial Advisory, Finance, Marketing, Financial Goals, Securities, Sales, Relationship Management
Education
California State University-Sacramento 2000 — 2005
Business Administration, Finance, Marketing
SLR Financial, Inc. February 2015 - Present
JP Morgan Chase Bank, N.A. August 2012 - February 2015
Chase Investment Services Corp. July 2010 - October 2012
JP Morgan Chase February 2009 - July 2010
Securities America May 2005 - February 2009
Skills
Wealth Management, Retirement Planning, Risk Management, Asset Allocation, Retirement Income..., Portfolio Management, Investments, Strategic Planning, Asset Management, Financial Analysis, Retirement Savings, Financial Services, Banking, Mutual Funds, Independent Financial..., Financial Planning, Series 7, Insurance, Retirement, Investment Advisory, Customer Service, Investment Strategies, Wealth Accumulation, Wealth Preservation..., Investment Management, Money Management, Financial Advisory, Finance, Marketing, Financial Goals, Securities, Sales, Relationship Management
Education
California State University-Sacramento 2000 — 2005
Business Administration, Finance, Marketing
Alan Feutz, CFP®'s Chase Investment Services Corp Experience December 2005 - September 2011
Job Private Client Advisor at J.P. Morgan Chase Bank N.A
Industry Investment Management
Experience
JPMorgan Chase N.A September 2011 - Present
Chase Investment Services Corp December 2005 - September 2011
Northern Trust January 2003 - December 2005
American Express Financial Advisors 2001 - 2003
Morgan Stanley Dean Witter July 1999 - February 2001
Education
Union College 1995 — 1999
Bachelor of Science (B.S.)
JPMorgan Chase N.A September 2011 - Present
Chase Investment Services Corp December 2005 - September 2011
Northern Trust January 2003 - December 2005
American Express Financial Advisors 2001 - 2003
Morgan Stanley Dean Witter July 1999 - February 2001
Education
Union College 1995 — 1999
Bachelor of Science (B.S.)
Tamir Assas's Chase Investment Services Corp Experience December 2008 - October 2012
Job
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. October 2012 - Present
Chase Investment Services Corp. December 2008 - October 2012
Smith Barney July 2007 - December 2008
Bear Stearns July 2006 - April 2007
PricewaterhouseCoopers January 2005 - June 2006
Quick & Reilly January 2003 - December 2004
Merrill Lynch March 2002 - January 2003
Aegis Capital Corp. July 2000 - August 2001
Bank of New York January 1998 - June 2000
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Transnational Management
LIU Brooklyn 2001 — 2004
M.S., Accounting
Long Island University, Brooklyn Campus 1992 — 1997
B.S., Dual degree Finance and Management
JP Morgan Chase Bank, N.A. October 2012 - Present
Chase Investment Services Corp. December 2008 - October 2012
Smith Barney July 2007 - December 2008
Bear Stearns July 2006 - April 2007
PricewaterhouseCoopers January 2005 - June 2006
Quick & Reilly January 2003 - December 2004
Merrill Lynch March 2002 - January 2003
Aegis Capital Corp. July 2000 - August 2001
Bank of New York January 1998 - June 2000
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Transnational Management
LIU Brooklyn 2001 — 2004
M.S., Accounting
Long Island University, Brooklyn Campus 1992 — 1997
B.S., Dual degree Finance and Management
carolyn washburn's Chase Investment Services Corp Experience July 2012 - Present
Job Private Client Specialist at Chase Investment Services Corp.
Industry Banking
Experience
Chase Investment Services Corp. July 2012 - Present
Chase Bank July 2009 - July 2012
washington mutual January 2007 - October 2007
Education
San Diego State University-California State University 1999 — 2000
Chase Investment Services Corp. July 2012 - Present
Chase Bank July 2009 - July 2012
washington mutual January 2007 - October 2007
Education
San Diego State University-California State University 1999 — 2000
Teri Hegland-Rose's Chase Investment Services Corp Experience August 2010 - August 2012
Job Business Analyst at JPMorgan Chase
Industry Financial Services
Experience
J P Morgan Securities March 2013 - Present
JPMorgan Chase August 2012 - March 2013
Chase Investment Services Corp August 2010 - August 2012
Chase Investment Services Corp June 2005 - August 2007
Monroe Bank 1997 - 2004
Skills
Call Centers, Banking, Equities, Series 63, Financial Services
Education
Smith College 2007 — 2010
Bachelor of Arts (B.A.), Economics
City Colleges of Chicago-Harold Washington College 2006 — 2007
City Colleges of Chicago-Harry S Truman College 2005 — 2006
College of DuPage 2004 — 2005
J P Morgan Securities March 2013 - Present
JPMorgan Chase August 2012 - March 2013
Chase Investment Services Corp August 2010 - August 2012
Chase Investment Services Corp June 2005 - August 2007
Monroe Bank 1997 - 2004
Skills
Call Centers, Banking, Equities, Series 63, Financial Services
Education
Smith College 2007 — 2010
Bachelor of Arts (B.A.), Economics
City Colleges of Chicago-Harold Washington College 2006 — 2007
City Colleges of Chicago-Harry S Truman College 2005 — 2006
College of DuPage 2004 — 2005
Alan Calderón's Chase Investment Services Corp Experience July 2011 - January 2012
Job Associate, Derivatives Clearing at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan January 2012 - Present
Chase Investment Services Corp. July 2011 - January 2012
JP Morgan Chase January 2010 - 2012
Wells Fargo March 2009 - May 2010
Northwestern Mutual Financial Network August 2008 - November 2008
Morgan Stanley June 2007 - September 2007
Skills
Public Speaking, International Business, Foreign Languages, Investments, Options, Banking, Investment Banking, Trading, Finance, CRM, Derivatives, Leadership, Financial Analysis, Accounting, Management, Microsoft Excel
Education
Santa Clara University 2004 — 2008
B.S., Finance, International Business
Universidad del Museo Social Argentino 2006 — 2006
Non-Degree, Marketing
J.P. Morgan January 2012 - Present
Chase Investment Services Corp. July 2011 - January 2012
JP Morgan Chase January 2010 - 2012
Wells Fargo March 2009 - May 2010
Northwestern Mutual Financial Network August 2008 - November 2008
Morgan Stanley June 2007 - September 2007
Skills
Public Speaking, International Business, Foreign Languages, Investments, Options, Banking, Investment Banking, Trading, Finance, CRM, Derivatives, Leadership, Financial Analysis, Accounting, Management, Microsoft Excel
Education
Santa Clara University 2004 — 2008
B.S., Finance, International Business
Universidad del Museo Social Argentino 2006 — 2006
Non-Degree, Marketing
Marcos Marquez de la Plata's Chase Investment Services Corp Experience May 1999 - Present
Job Financial Advisors
Industry Financial Services
Experience
Chase Investment Services Corp. May 1999 - Present
Education
Texas A&M University 1991 — 1997
Chase Investment Services Corp. May 1999 - Present
Education
Texas A&M University 1991 — 1997
Christopher Baldoni's Chase Investment Services Corp Experience February 2011 - November 2012
Job Financial Solutions Advisor at Bank of America Merrill Edge
Industry Financial Services
Experience
Merrill Edge June 2014 - Present
J.P. Morgan Chase October 2012 - February 2014
Chase Investment Services Corp February 2011 - November 2012
Chase Investment Services Corp. February 2010 - February 2011
AXA Advisors March 2008 - February 2010
Skills
401k, Investments, Financial Planning, Securities, Equities, Series 7, Insurance, Series 66, Retirement Planning, Annuities, Mutual Funds, IRA's, Retirement, Financial Analysis, Long Term Care, Retirement Income..., Wealth Accumulation, Asset Allocation, Wealth Management, Finance, Fixed Annuities, IRAs
Education
California Lutheran University 2002 — 2004
Business Management, Business Administration
Merrill Edge June 2014 - Present
J.P. Morgan Chase October 2012 - February 2014
Chase Investment Services Corp February 2011 - November 2012
Chase Investment Services Corp. February 2010 - February 2011
AXA Advisors March 2008 - February 2010
Skills
401k, Investments, Financial Planning, Securities, Equities, Series 7, Insurance, Series 66, Retirement Planning, Annuities, Mutual Funds, IRA's, Retirement, Financial Analysis, Long Term Care, Retirement Income..., Wealth Accumulation, Asset Allocation, Wealth Management, Finance, Fixed Annuities, IRAs
Education
California Lutheran University 2002 — 2004
Business Management, Business Administration
Jeremiah Williamson's Chase Investment Services Corp Experience March 2010 - February 2012
Job Financial Advisor / Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2012 - Present
Chase Investment Services Corp March 2010 - February 2012
Signature Resources January 2007 - July 2010
Signature Resources January 2007 - January 2008
Ameriprise Financial November 2002 - December 2006
Ameriprise Financial Services, Inc. 2004 - 2006
Education
Connecticut College 1972 — 1976
BA, Theatre/Theater
Wells Fargo Advisors, LLC 2012 - Present
Chase Investment Services Corp March 2010 - February 2012
Signature Resources January 2007 - July 2010
Signature Resources January 2007 - January 2008
Ameriprise Financial November 2002 - December 2006
Ameriprise Financial Services, Inc. 2004 - 2006
Education
Connecticut College 1972 — 1976
BA, Theatre/Theater
Daniel J. Cazac, MBA, CFP®'s Chase Investment Services Corp Experience December 2009 - August 2010
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Charles Schwab August 2012 - September 2014
Chase Investment Services Corporation 2009 - August 2012
Chase Investment Services Corp December 2009 - August 2010
Edward Jones 2007 - 2009
Education
Texas A&M Commerce 2010 — 2011
Certificate in Financial Planning
Tarleton State University 2009 — 2010
Master of Business Administration (MBA), Finance
Tarleton State University
Bachelor's degree, Business Management
Fidelity Investments September 2014 - Present
Charles Schwab August 2012 - September 2014
Chase Investment Services Corporation 2009 - August 2012
Chase Investment Services Corp December 2009 - August 2010
Edward Jones 2007 - 2009
Education
Texas A&M Commerce 2010 — 2011
Certificate in Financial Planning
Tarleton State University 2009 — 2010
Master of Business Administration (MBA), Finance
Tarleton State University
Bachelor's degree, Business Management
Matt Neiger's Chase Investment Services Corp Experience January 1997 - August 2012
Job Chase Private Client Investment Asst at JP Morgan Chase Bank, NA
Industry Investment Management
Experience
JP Morgan Chase Bank, NA August 2012 - Present
Chase Investment Services Corp January 1997 - August 2012
Education
California State University-Sacramento 1983 — 1985
Cosumnes River College 1980 — 1982
Christian Brothers High School 1976 — 1980
JP Morgan Chase Bank, NA August 2012 - Present
Chase Investment Services Corp January 1997 - August 2012
Education
California State University-Sacramento 1983 — 1985
Cosumnes River College 1980 — 1982
Christian Brothers High School 1976 — 1980
Esteban Zuno's Chase Investment Services Corp Experience January 2008 - May 2012
Job Financial Advisor
Industry Financial Services
Experience
Large Bank April 2015 - Present
Financial Advisor May 2012 - April 2015
Chase Investment Services Corp January 2008 - May 2012
WaMu January 2008 - February 2009
Ameriprise Financial August 2006 - January 2008
Skills
Investments, Finance, Financial Advisory, Financial Analysis, Retirement Planning, Strategic Financial..., Wealth Management, Portfolio Management, Asset Management, Valuation, Investment Strategies, Financial Services, Banking, Customer Service, Sales, Insurance
Education
Loyola Marymount University 2002 — 2006
BBA, Business Administration
Loyola Marymount University, College of Business Administration 2002 — 2006
Business Administration, Finance, Management, Entrepreneurship
University of International Business and Economics
Large Bank April 2015 - Present
Financial Advisor May 2012 - April 2015
Chase Investment Services Corp January 2008 - May 2012
WaMu January 2008 - February 2009
Ameriprise Financial August 2006 - January 2008
Skills
Investments, Finance, Financial Advisory, Financial Analysis, Retirement Planning, Strategic Financial..., Wealth Management, Portfolio Management, Asset Management, Valuation, Investment Strategies, Financial Services, Banking, Customer Service, Sales, Insurance
Education
Loyola Marymount University 2002 — 2006
BBA, Business Administration
Loyola Marymount University, College of Business Administration 2002 — 2006
Business Administration, Finance, Management, Entrepreneurship
University of International Business and Economics
JP Duffy's Chase Investment Services Corp Experience March 1997 - October 2000
Job Senior Director Product Management at Broadridge
Industry Financial Services
Experience
Broadridge April 2009 - Present
Consultant March 2008 - April 2009
Bank of New York Mellon November 2005 - February 2008
JPMorgan Chase April 2003 - November 2005
Prudential Securities October 2000 - November 2002
Chase Investment Services Corp March 1997 - October 2000
Vytra Health Plans September 1996 - March 1997
Dreyfus January 1990 - September 1996
Skills
Product Management, Mutual Funds, E-commerce, Series 7, Financial Services, Banking, Marketing Communications, Relationship Management, Securities, Product Development, Business Analysis, Back Office, Payments, Fixed Income, Corporate Actions, Vendor Management, Series 63, Settlement, Prime Brokerage, Middle Office, FINRA, Series 24, Trading Systems, Equities, Management
Education
Adelphi University 1985 — 1989
Bachelor of Science
Broadridge April 2009 - Present
Consultant March 2008 - April 2009
Bank of New York Mellon November 2005 - February 2008
JPMorgan Chase April 2003 - November 2005
Prudential Securities October 2000 - November 2002
Chase Investment Services Corp March 1997 - October 2000
Vytra Health Plans September 1996 - March 1997
Dreyfus January 1990 - September 1996
Skills
Product Management, Mutual Funds, E-commerce, Series 7, Financial Services, Banking, Marketing Communications, Relationship Management, Securities, Product Development, Business Analysis, Back Office, Payments, Fixed Income, Corporate Actions, Vendor Management, Series 63, Settlement, Prime Brokerage, Middle Office, FINRA, Series 24, Trading Systems, Equities, Management
Education
Adelphi University 1985 — 1989
Bachelor of Science
Amy Shelly's Chase Investment Services Corp Experience May 2005 - March 2008
Job Financial Services Professional
Industry Financial Services
Experience
Optiver US LLC March 2008 - June 2014
Chase Investment Services Corp May 2005 - March 2008
ABN AMRO September 2002 - May 2005
Goldman Sachs 1995 - 2002
Skills
Series 7, Financial Reporting, Auditing, Finance, Series 24, Accounting, Equities, Derivatives, Investments, General Securities..., FINRA, Forecasting, Financial Audits, Account Reconciliation, Commodity, Options, Securities, Capital Markets, Financial Markets, Electronic Trading
Education
Saint Mary's College 1987 — 1991
BBA, Accounting and Finance
University of Pennsylvania - The Wharton School
Optiver US LLC March 2008 - June 2014
Chase Investment Services Corp May 2005 - March 2008
ABN AMRO September 2002 - May 2005
Goldman Sachs 1995 - 2002
Skills
Series 7, Financial Reporting, Auditing, Finance, Series 24, Accounting, Equities, Derivatives, Investments, General Securities..., FINRA, Forecasting, Financial Audits, Account Reconciliation, Commodity, Options, Securities, Capital Markets, Financial Markets, Electronic Trading
Education
Saint Mary's College 1987 — 1991
BBA, Accounting and Finance
University of Pennsylvania - The Wharton School
David Bazzoli's Chase Investment Services Corp Experience September 2009 - March 2011
Job Complex Risk Officer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2014 - Present
JPMorgan Chase April 2011 - December 2014
Chase Investment Services Corp. September 2009 - March 2011
AXA Advisors December 2007 - September 2009
AXA Advisors July 2007 - November 2007
The Financial Strategies Group, Inc. January 2006 - May 2007
Indoor Environment Communications, LLC April 2002 - December 2005
Skills
Financial Analysis, Investments, Portfolio Management, Series 7, Strategic Financial..., Mutual Funds, Analysis, Financial Modeling, Finance, Asset Allocation, Alternative Investments, Retirement Planning, Management, Investment Strategies, Budgets, Program Management, Accounting, Access, Training, Trading, Securities, CRM, Negotiation, Compliance, Surveillance, Operational Risk
Education
The Ohio State University Fisher College of Business 1997 — 2001
Bachelors of Science, Finance
Ohio Wesleyan University 1996 — 1997
Columbus Academy 1992 — 1996
Morgan Stanley December 2014 - Present
JPMorgan Chase April 2011 - December 2014
Chase Investment Services Corp. September 2009 - March 2011
AXA Advisors December 2007 - September 2009
AXA Advisors July 2007 - November 2007
The Financial Strategies Group, Inc. January 2006 - May 2007
Indoor Environment Communications, LLC April 2002 - December 2005
Skills
Financial Analysis, Investments, Portfolio Management, Series 7, Strategic Financial..., Mutual Funds, Analysis, Financial Modeling, Finance, Asset Allocation, Alternative Investments, Retirement Planning, Management, Investment Strategies, Budgets, Program Management, Accounting, Access, Training, Trading, Securities, CRM, Negotiation, Compliance, Surveillance, Operational Risk
Education
The Ohio State University Fisher College of Business 1997 — 2001
Bachelors of Science, Finance
Ohio Wesleyan University 1996 — 1997
Columbus Academy 1992 — 1996
Kelly Lind's Chase Investment Services Corp Experience February 2006 - December 2011
Job Financial Advisor at Union Banc Investment Services
Industry Investment Banking
Experience
Chase Investment Services Corp February 2006 - December 2011
Washington Mutual 1996 - 2009
WAMU Investments September 1999 - February 2007
Washington Mutual Bank March 1996 - September 1999
Education
California State University-Long Beach
BA
Chase Investment Services Corp February 2006 - December 2011
Washington Mutual 1996 - 2009
WAMU Investments September 1999 - February 2007
Washington Mutual Bank March 1996 - September 1999
Education
California State University-Long Beach
BA
Jeanette Chung's Chase Investment Services Corp Experience September 1999 - October 2000
Job Financial Advisor
Industry Financial Services
Experience
Royal Alliance Associates Inc. November 2008 - Present
HSBC Securities USA Inc December 2001 - June 2008
Charles Schwab October 2000 - December 2001
Chase Investment Services Corp. September 1999 - October 2000
Chase Bank 1998 - 1999
Chemical Bank 1995 - 1998
Skills
Financial Analysis, Financial Reporting, Retirement Planning, Series 7, Wealth Management, Accounting, Mutual Funds, Life Insurance, Investments, Fixed Annuities
Education
Hofstra University 1990 — 1993
BS, International of Business
Carle Place High School
John F Kennedy High School
Royal Alliance Associates Inc. November 2008 - Present
HSBC Securities USA Inc December 2001 - June 2008
Charles Schwab October 2000 - December 2001
Chase Investment Services Corp. September 1999 - October 2000
Chase Bank 1998 - 1999
Chemical Bank 1995 - 1998
Skills
Financial Analysis, Financial Reporting, Retirement Planning, Series 7, Wealth Management, Accounting, Mutual Funds, Life Insurance, Investments, Fixed Annuities
Education
Hofstra University 1990 — 1993
BS, International of Business
Carle Place High School
John F Kennedy High School
Brian Scherman's Chase Investment Services Corp Experience January 2007 - April 2012
Job Relationship Manager at First Republic Bank
Industry Banking
Experience
First Republic Bank June 2013 - Present
Citibank, NA May 2012 - June 2013
Chase Investment Services Corp. January 2007 - April 2012
Skills
Credit, Investments, Portfolio Management, Relationship Management, Banking, Risk Management, Series 7, Retail Banking, Commercial Banking, Financial Services, Commercial Lending, Strategic Financial..., Mortgage Lending, Series 63, Equities, Cash Management, Loans, Credit Analysis
Education
Pace University 1988 — 1992
BBA, Operations Management and Supervision
First Republic Bank June 2013 - Present
Citibank, NA May 2012 - June 2013
Chase Investment Services Corp. January 2007 - April 2012
Skills
Credit, Investments, Portfolio Management, Relationship Management, Banking, Risk Management, Series 7, Retail Banking, Commercial Banking, Financial Services, Commercial Lending, Strategic Financial..., Mortgage Lending, Series 63, Equities, Cash Management, Loans, Credit Analysis
Education
Pace University 1988 — 1992
BBA, Operations Management and Supervision
Jane Braun's Chase Investment Services Corp Experience May 2009 - Present
Job Financial Advisor at Chase Investment Services Corp.
Industry Financial Services
Experience
Chase Investment Services Corp. May 2009 - Present
Education
San Diego State University-California State University 2005 — 2008
Chase Investment Services Corp. May 2009 - Present
Education
San Diego State University-California State University 2005 — 2008
Victor Morino's Chase Investment Services Corp Experience October 2010 - February 2012
Job Financial Advisor at Cabot Lodge Securities
Industry Financial Services
Experience
Cabot Lodge Securities September 2012 - Present
Chase Investment Services Corp October 2010 - February 2012
JPMorgan Chase NA March 2007 - October 2010
HF January 2006 - August 2006
Macy's April 2004 - March 2006
Skills
Language: Fluent in..., Computer: MS..., Banking, Investments, Portfolio Management, Asset Managment, Investment Advisory, Sales, Management, Cold Calling, Retirement Planning, Small Business..., FINRA Series 7, FINRA Series 65, FINRA Series 63, NYS Life,Health &..., Asset Management, Credit, Equities, Series 7, Finance, Series 63, FINRA
Education
City University of New York-Brooklyn College 2001 — 2005
Bachelor of Science, Business Management &Finance, 3.4
City University of New York-Brooklyn College 2001 — 2005
Bachelor of Science, Economics, 3.1
Cabot Lodge Securities September 2012 - Present
Chase Investment Services Corp October 2010 - February 2012
JPMorgan Chase NA March 2007 - October 2010
HF January 2006 - August 2006
Macy's April 2004 - March 2006
Skills
Language: Fluent in..., Computer: MS..., Banking, Investments, Portfolio Management, Asset Managment, Investment Advisory, Sales, Management, Cold Calling, Retirement Planning, Small Business..., FINRA Series 7, FINRA Series 65, FINRA Series 63, NYS Life,Health &..., Asset Management, Credit, Equities, Series 7, Finance, Series 63, FINRA
Education
City University of New York-Brooklyn College 2001 — 2005
Bachelor of Science, Business Management &Finance, 3.4
City University of New York-Brooklyn College 2001 — 2005
Bachelor of Science, Economics, 3.1
Jacquie Archambault's Chase Investment Services Corp Experience November 2007 - September 2013
Job Licensed Financial Services Professional
Industry Investment Banking
Experience
World Financial Group Southbay California January 2015 - Present
Archambault Insurance Services September 2013 - Present
Chase Investment Services Corp November 2007 - September 2013
WAMU Investments November 2007 - April 2010
Citizen America Corp 1983 - 1988
Skills
Retirement Plan..., Equity Indexed Annuities, Life & Health Insurance..., Saving for Education, Retirement Savings, Fixed Annuities, 401k Rollovers, saving for the future, Bilingual-English/Spanis..., IRAs, Estate Planning, 401k, Variable Annuities, Series 6, Life Insurance, Insurance, Wealth Accumulation, Customer Service, Sales, Financial Analysis, Small Business, Team Building, Financial Services, Marketing, Risk Management, Social Media, Strategic Planning, Marketing Strategy
Education
Culvr city High school
Santa Monica College
World Financial Group Southbay California January 2015 - Present
Archambault Insurance Services September 2013 - Present
Chase Investment Services Corp November 2007 - September 2013
WAMU Investments November 2007 - April 2010
Citizen America Corp 1983 - 1988
Skills
Retirement Plan..., Equity Indexed Annuities, Life & Health Insurance..., Saving for Education, Retirement Savings, Fixed Annuities, 401k Rollovers, saving for the future, Bilingual-English/Spanis..., IRAs, Estate Planning, 401k, Variable Annuities, Series 6, Life Insurance, Insurance, Wealth Accumulation, Customer Service, Sales, Financial Analysis, Small Business, Team Building, Financial Services, Marketing, Risk Management, Social Media, Strategic Planning, Marketing Strategy
Education
Culvr city High school
Santa Monica College
Tom Migdale's Chase Investment Services Corp Experience March 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Chase Investment Services Corp. March 2009 - Present
McGinn,Smith & Company LLC February 2006 - March 2009
Education
Baldwin-Wallace College 1980 — 1984
B.A., Psychology
Wayne Valley High School
Chase Investment Services Corp. March 2009 - Present
McGinn,Smith & Company LLC February 2006 - March 2009
Education
Baldwin-Wallace College 1980 — 1984
B.A., Psychology
Wayne Valley High School
Justin Paden's Chase Investment Services Corp Experience October 1999 - Present
Job Manager at WaMU
Industry Banking
Experience
Chase Investment Services Corp. October 1999 - Present
WaMu October 1999 - October 2008
Education
Tacoma Community College 2002 — 2004
BA/BS, Communications
University of Washington 2001 — 2004
Chase Investment Services Corp. October 1999 - Present
WaMu October 1999 - October 2008
Education
Tacoma Community College 2002 — 2004
BA/BS, Communications
University of Washington 2001 — 2004
Jeff Deegan's Chase Investment Services Corp Experience September 2004 - August 2010
Job Financial Representative
Industry Financial Services
Experience
National Financial Network March 2013 - Present
LPL Financial January 2013 - September 2014
Wells Fargo Advisors, LLC August 2010 - January 2012
Chase Investment Services Corp. September 2004 - August 2010
Merrill Lynch June 2003 - September 2004
Freudenberg Nonwovens December 1994 - February 2002
DMI Personal Care June 1992 - December 1994
Revlon February 1988 - June 1991
Education
New Jersey Institute of Technology 1985 — 1987
MS, Management
New Jersey Institute of Technology 1980 — 1984
BS, Industrial Administration
National Financial Network March 2013 - Present
LPL Financial January 2013 - September 2014
Wells Fargo Advisors, LLC August 2010 - January 2012
Chase Investment Services Corp. September 2004 - August 2010
Merrill Lynch June 2003 - September 2004
Freudenberg Nonwovens December 1994 - February 2002
DMI Personal Care June 1992 - December 1994
Revlon February 1988 - June 1991
Education
New Jersey Institute of Technology 1985 — 1987
MS, Management
New Jersey Institute of Technology 1980 — 1984
BS, Industrial Administration
Jason Poff's Chase Investment Services Corp Experience September 2005 - October 2010
Job President at Ursus Wealth Management
Industry Investment Management
Experience
LPL Financial January 2014 - Present
Ursus Wealth Management January 2014 - Present
Merrill Lynch October 2010 - January 2014
Chase Investment Services Corp. September 2005 - October 2010
Fidelity Investments March 2001 - September 2005
Janus Capital Group November 2000 - March 2001
Merrill Lynch July 1999 - November 2000
Skills
Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Portfolio Management, Alternative Investments, Equities, Fixed Income, 401k, Trading, Insurance, Finance, Financial Advisory, Securities, Series 7
Education
Baylor University 1996 — 1999
BBA, Finance
Baylor University - Hankamer School of Business 1996 — 1999
Bachelor, Finance
Brazosport College 1994 — 1996
Associate's degree, General Studies
LPL Financial January 2014 - Present
Ursus Wealth Management January 2014 - Present
Merrill Lynch October 2010 - January 2014
Chase Investment Services Corp. September 2005 - October 2010
Fidelity Investments March 2001 - September 2005
Janus Capital Group November 2000 - March 2001
Merrill Lynch July 1999 - November 2000
Skills
Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Portfolio Management, Alternative Investments, Equities, Fixed Income, 401k, Trading, Insurance, Finance, Financial Advisory, Securities, Series 7
Education
Baylor University 1996 — 1999
BBA, Finance
Baylor University - Hankamer School of Business 1996 — 1999
Bachelor, Finance
Brazosport College 1994 — 1996
Associate's degree, General Studies
Rod Kennedy's Chase Investment Services Corp Experience June 2009 - November 2009
Job Private Wealth Management Retirement Advisor at SunTrust
Industry Financial Services
Experience
SunTrust September 2015 - Present
UBS Wealth Management November 2009 - July 2015
Chase Investment Services Corp. June 2009 - November 2009
UBS Wealth Management March 2006 - April 2009
JP Morgan Chase January 2005 - February 2006
New England Financial June 1996 - January 2003
National Life of Vermont 1989 - 1997
Skills
Retirement, Compliance, Series 24, Series 7, Series 63, Wealth Management, Securities, Mutual Funds, Retirement Planning, Annuities, Insurance, Long Term Care, Fixed Annuities, Portfolio Management, Estate Planning, Investment Management, Investments, Alternative Investments, Asset Allocation, Strategic Financial..., Long-term Care, FINRA, Investment Advisory, Wealth Management..., Bonds, 401k, Financial Advisory, Investment Strategies, Financial Planners, Financial Services, Life Insurance, Wealth Accumulation, Capital Markets, Fixed Income, Pensions, Series 65, Equities, Wealth, Asset Management, Financial Markets, Relationship Management, High Net Worth..., Financial Planning, Financial Risk, Options
Education
State University of New York College at Oneonta 1985 — 1989
Business Economics, Management
SunTrust September 2015 - Present
UBS Wealth Management November 2009 - July 2015
Chase Investment Services Corp. June 2009 - November 2009
UBS Wealth Management March 2006 - April 2009
JP Morgan Chase January 2005 - February 2006
New England Financial June 1996 - January 2003
National Life of Vermont 1989 - 1997
Skills
Retirement, Compliance, Series 24, Series 7, Series 63, Wealth Management, Securities, Mutual Funds, Retirement Planning, Annuities, Insurance, Long Term Care, Fixed Annuities, Portfolio Management, Estate Planning, Investment Management, Investments, Alternative Investments, Asset Allocation, Strategic Financial..., Long-term Care, FINRA, Investment Advisory, Wealth Management..., Bonds, 401k, Financial Advisory, Investment Strategies, Financial Planners, Financial Services, Life Insurance, Wealth Accumulation, Capital Markets, Fixed Income, Pensions, Series 65, Equities, Wealth, Asset Management, Financial Markets, Relationship Management, High Net Worth..., Financial Planning, Financial Risk, Options
Education
State University of New York College at Oneonta 1985 — 1989
Business Economics, Management
Bruce Schilder's Chase Investment Services Corp Experience August 2009 - September 2011
Job Asst Vice President Project Manager II at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase March 2014 - Present
JPMorganChase September 2011 - February 2014
JPMorgan Chase August 2009 - September 2011
Chase Investment Services Corp August 2009 - September 2011
JPMorgan Chase July 2007 - July 2009
Chase Investment Services Corp July 2007 - July 2009
Citigroup June 2006 - August 2006
Skills
Loans, Sales, Budgets, Credit, Customer Service, Forecasting, Leadership, Real Estate, Series 63, Banking, Finance, Financial Analysis, Investments, Securities, Marketing, Portfolio Management, Social Media
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
Bachelor of Science, Finance & Entrepreneurship
Great Neck South
JPMorgan Chase March 2014 - Present
JPMorganChase September 2011 - February 2014
JPMorgan Chase August 2009 - September 2011
Chase Investment Services Corp August 2009 - September 2011
JPMorgan Chase July 2007 - July 2009
Chase Investment Services Corp July 2007 - July 2009
Citigroup June 2006 - August 2006
Skills
Loans, Sales, Budgets, Credit, Customer Service, Forecasting, Leadership, Real Estate, Series 63, Banking, Finance, Financial Analysis, Investments, Securities, Marketing, Portfolio Management, Social Media
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
Bachelor of Science, Finance & Entrepreneurship
Great Neck South
Jack von Maur's Chase Investment Services Corp Experience January 2008 - September 2011
Job Private Client Advisor, JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. September 2011 - Present
Chase Investment Services Corp. January 2008 - September 2011
UBS Wealth Management 2000 - 2006
Prudential Securities 1990 - 1995
Education
Hampden-Sydney College 1985 — 1989
BA, Economics
JP Morgan Chase Bank, N.A. September 2011 - Present
Chase Investment Services Corp. January 2008 - September 2011
UBS Wealth Management 2000 - 2006
Prudential Securities 1990 - 1995
Education
Hampden-Sydney College 1985 — 1989
BA, Economics
Seth Chadwick's Chase Investment Services Corp Experience May 2009 - January 2010
Job Vice President at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. August 2012 - Present
BB&T February 2010 - August 2012
Chase Investment Services Corp May 2009 - January 2010
First National Investment Services Co. March 2007 - July 2008
Community Bank of Naples November 2004 - December 2006
First National Wealth Management Co June 1999 - October 2004
Education
Edison Community College 1996 — 1997
N/A, Business and Finance
Lely High School
SunTrust Investment Services, Inc. August 2012 - Present
BB&T February 2010 - August 2012
Chase Investment Services Corp May 2009 - January 2010
First National Investment Services Co. March 2007 - July 2008
Community Bank of Naples November 2004 - December 2006
First National Wealth Management Co June 1999 - October 2004
Education
Edison Community College 1996 — 1997
N/A, Business and Finance
Lely High School
Vincent Salinas's Chase Investment Services Corp Experience February 2010 - October 2011
Job Vincent Salinas at Business Consultant's
Industry Financial Services
Experience
Business Consultant's August 2012 - Present
Chase Investment Services Corp. February 2010 - October 2011
AXA Equitable June 2009 - December 2009
Merrill Lynch September 2006 - February 2009
Citibank September 2000 - May 2006
Skills
Wealth Management, Retirement Planning, Mutual Funds, Investment Advisory, Investments, Asset Allocation, Equities, Fixed Income
Education
California State University-Bakersfield
Administration of Criminal Justice
College of the Sequoias
Associate's degree, Police Science
Business Consultant's August 2012 - Present
Chase Investment Services Corp. February 2010 - October 2011
AXA Equitable June 2009 - December 2009
Merrill Lynch September 2006 - February 2009
Citibank September 2000 - May 2006
Skills
Wealth Management, Retirement Planning, Mutual Funds, Investment Advisory, Investments, Asset Allocation, Equities, Fixed Income
Education
California State University-Bakersfield
Administration of Criminal Justice
College of the Sequoias
Associate's degree, Police Science
Mark LoMonaco's Chase Investment Services Corp Experience 1997 - 2007
Job Regional Investment Specialist at HSBC Global Asset Management
Industry Financial Services
Experience
HSBC Global Asset Management 2007 - Present
Chase 1997 - 2007
Chase 1997 - 2007
Chase Investment Services Corp. 1997 - 2007
Education
Regis University
HSBC Global Asset Management 2007 - Present
Chase 1997 - 2007
Chase 1997 - 2007
Chase Investment Services Corp. 1997 - 2007
Education
Regis University
Jennifer Hradek's Chase Investment Services Corp Experience May 2006 - January 2011
Job Registered Financial Planning Associate helping Individuals in Fairfield County to achieve Financial Freedom
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2011 - Present
Chase Investment Services Corp. May 2006 - January 2011
JPMorgan Chase 2005 - 2006
Skills
Investments, Portfolio Management, Retirement Planning, Wealth Management, Marketing, Personal Financial..., Relationship Management, Life Insurance, Long Term Care Insurance, Series 7, Series 63
Education
Fairfield University
Certified Financial Planner courses
Sacred Heart University 2000 — 2004
BS, Finance, Business Management, Marketing
Morgan Stanley Wealth Management January 2011 - Present
Chase Investment Services Corp. May 2006 - January 2011
JPMorgan Chase 2005 - 2006
Skills
Investments, Portfolio Management, Retirement Planning, Wealth Management, Marketing, Personal Financial..., Relationship Management, Life Insurance, Long Term Care Insurance, Series 7, Series 63
Education
Fairfield University
Certified Financial Planner courses
Sacred Heart University 2000 — 2004
BS, Finance, Business Management, Marketing
Anoush Gabrielian's Chase Investment Services Corp Experience November 2009 - July 2011
Job Vice President/Branch Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2013 - Present
JP Morgan Chase June 2011 - January 2013
Chase Investment Services Corp. November 2009 - July 2011
Skills
Series 63
Education
Pace University - Lubin School of Business 2006 — 2009
BBA, Finance
JPMorgan Chase January 2013 - Present
JP Morgan Chase June 2011 - January 2013
Chase Investment Services Corp. November 2009 - July 2011
Skills
Series 63
Education
Pace University - Lubin School of Business 2006 — 2009
BBA, Finance
Lauren Battista, CFA's Chase Investment Services Corp Experience July 2009 - January 2012
Job Financial Advisor, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
Chase Investment Services Corp. July 2009 - January 2012
Ameriprise Financial August 2007 - August 2009
Vector Marketing 2003 - 2006
Education
Indiana University - Kelley School of Business
Bachelor of Science in Business, Finance and Mathematics
Ameriprise Financial Services, Inc. January 2012 - Present
Chase Investment Services Corp. July 2009 - January 2012
Ameriprise Financial August 2007 - August 2009
Vector Marketing 2003 - 2006
Education
Indiana University - Kelley School of Business
Bachelor of Science in Business, Finance and Mathematics
Tim Grumley's Chase Investment Services Corp Experience September 2006 - April 2009
Job Executive Director Market Director at JPMorgan Securities, LLC
Industry Financial Services
Experience
JPMorgan Securities, LLC October 2012 - Present
JP Morgan Securities, LLC March 2009 - October 2012
Chase Investment Services Corp. September 2006 - April 2009
Citizens Bank November 2004 - September 2006
New York Life Insurance Company July 2003 - December 2004
Education
Binghamton University 2001 — 2003
Canandaigua Academy 1995 — 1999
JPMorgan Securities, LLC October 2012 - Present
JP Morgan Securities, LLC March 2009 - October 2012
Chase Investment Services Corp. September 2006 - April 2009
Citizens Bank November 2004 - September 2006
New York Life Insurance Company July 2003 - December 2004
Education
Binghamton University 2001 — 2003
Canandaigua Academy 1995 — 1999
Anna Farzam's Chase Investment Services Corp Experience June 2011 - October 2011
Job Client Associate at JP Morgan securities
Industry Investment Banking
Experience
JP Morgan Securities January 2015 - Present
JP Morgan Chase Bank, N.A. November 2011 - December 2013
Chase Investment Services Corp. June 2011 - October 2011
JPMorgan Chase March 2010 - May 2011
Wells Fargo Bank April 2007 - September 2009
Bank of America May 2005 - April 2007
Education
California State University-Northridge 2007 — 2009
BS, Business Finance and Real Estate
JP Morgan Securities January 2015 - Present
JP Morgan Chase Bank, N.A. November 2011 - December 2013
Chase Investment Services Corp. June 2011 - October 2011
JPMorgan Chase March 2010 - May 2011
Wells Fargo Bank April 2007 - September 2009
Bank of America May 2005 - April 2007
Education
California State University-Northridge 2007 — 2009
BS, Business Finance and Real Estate
Peggy Stavinoha's Chase Investment Services Corp Experience August 2009 - Present
Job Financial Advisor at Chase Investment Services
Industry Financial Services
Experience
Chase Investment Services Corp. August 2009 - Present
UBS Financial Services November 2005 - July 2009
Edward Jones June 2000 - November 2005
Education
The University of Texas at Austin - Red McCombs School of Business 1982 — 1984
BBA, computer information systems
Baylor University - Hankamer School of Business 1980 — 1982
Chase Investment Services Corp. August 2009 - Present
UBS Financial Services November 2005 - July 2009
Edward Jones June 2000 - November 2005
Education
The University of Texas at Austin - Red McCombs School of Business 1982 — 1984
BBA, computer information systems
Baylor University - Hankamer School of Business 1980 — 1982
Gina Etelzon's Chase Investment Services Corp Experience June 2009 - October 2010
Job Securitized Products and Public Finance at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2010 - Present
Chase Investment Services Corp. June 2009 - October 2010
Chase Investment Services Corp. July 2008 - May 2009
Bay Ridge Financial Group July 2008 - May 2009
American Business November 2007 - June 2008
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
Finance & Investments
Baruch College, City University of New York (CUNY) 2005 — 2009
Finance & Investments
J.P. Morgan October 2010 - Present
Chase Investment Services Corp. June 2009 - October 2010
Chase Investment Services Corp. July 2008 - May 2009
Bay Ridge Financial Group July 2008 - May 2009
American Business November 2007 - June 2008
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
Finance & Investments
Baruch College, City University of New York (CUNY) 2005 — 2009
Finance & Investments
Jamie Ericksen's Chase Investment Services Corp Experience December 2010 - August 2012
Job Mercedes Benz Certified Sales Rep
Industry Automotive
Experience
Mercedes-Benz USA May 2015 - Present
Village Bank & Trust December 2012 - May 2015
Chase Investment Services Corp December 2010 - August 2012
Illinois Fire Store November 2008 - May 2010
United Business Solutions January 2007 - August 2007
Xerox / MBC Digital Office Products April 2006 - January 2007
Town & Country Credit February 2003 - December 2004
Heartland Cornucopia January 2001 - January 2003
Marshall Field's & Co. January 1995 - January 1998
Longaberger Basket Company January 1992 - January 1995
Skills
CRM, Solution Selling, Sales, Customer Service, Management, Leadership, Team Building, Account Management, Sales Management, Marketing Strategy, Cold Calling, Marketing, Training
Education
Arizona State University
Bachelor of Science, Marketing
Mercedes-Benz USA May 2015 - Present
Village Bank & Trust December 2012 - May 2015
Chase Investment Services Corp December 2010 - August 2012
Illinois Fire Store November 2008 - May 2010
United Business Solutions January 2007 - August 2007
Xerox / MBC Digital Office Products April 2006 - January 2007
Town & Country Credit February 2003 - December 2004
Heartland Cornucopia January 2001 - January 2003
Marshall Field's & Co. January 1995 - January 1998
Longaberger Basket Company January 1992 - January 1995
Skills
CRM, Solution Selling, Sales, Customer Service, Management, Leadership, Team Building, Account Management, Sales Management, Marketing Strategy, Cold Calling, Marketing, Training
Education
Arizona State University
Bachelor of Science, Marketing
Robert Jovanovski's Chase Investment Services Corp Experience June 2010 - April 2011
Job Strategic Supplier Quality Engineer
Industry Automotive
Experience
Detroit Diesel October 2014 - Present
Chrysler April 2011 - October 2014
Chase Investment Services Corp. June 2010 - April 2011
MassMutual Financial Group May 2009 - June 2010
Diversified Machining Inc. November 2008 - January 2009
Goertze + Schiele Corporation February 2008 - November 2008
CSM Manufacturing Corporation February 2007 - February 2008
NORMA Group October 2004 - February 2007
Lear Corporation January 2002 - October 2004
TGI Group March 1999 - January 2002
Skills
Cross-functional Team..., Quality Control, Program Management, PPAP, TS16949, Root Cause Analysis, FMEA, Quality Management, Project Management, Continuous Improvement, Purchasing, APQP, Supplier Quality, Leadership, Six Sigma, Vehicles, Product Development, Automotive, ISO, Manufacturing, Powertrain, Lean Manufacturing, Stamping, Manufacturing..., DMAIC, Kaizen, Manufacturing..., 5S, Value Stream Mapping, Green Belt, ISO/TS 16949, Process Improvement
Education
Lawrence Technological University 2009 — 2011
MBA, MBA
Lawrence Technological University 2000 — 2002
BScET, Engineering Technology
St. Clair College 1994 — 1998
E.E.E.T Diploma, Electrical Electronic Engineering Technology
Detroit Diesel October 2014 - Present
Chrysler April 2011 - October 2014
Chase Investment Services Corp. June 2010 - April 2011
MassMutual Financial Group May 2009 - June 2010
Diversified Machining Inc. November 2008 - January 2009
Goertze + Schiele Corporation February 2008 - November 2008
CSM Manufacturing Corporation February 2007 - February 2008
NORMA Group October 2004 - February 2007
Lear Corporation January 2002 - October 2004
TGI Group March 1999 - January 2002
Skills
Cross-functional Team..., Quality Control, Program Management, PPAP, TS16949, Root Cause Analysis, FMEA, Quality Management, Project Management, Continuous Improvement, Purchasing, APQP, Supplier Quality, Leadership, Six Sigma, Vehicles, Product Development, Automotive, ISO, Manufacturing, Powertrain, Lean Manufacturing, Stamping, Manufacturing..., DMAIC, Kaizen, Manufacturing..., 5S, Value Stream Mapping, Green Belt, ISO/TS 16949, Process Improvement
Education
Lawrence Technological University 2009 — 2011
MBA, MBA
Lawrence Technological University 2000 — 2002
BScET, Engineering Technology
St. Clair College 1994 — 1998
E.E.E.T Diploma, Electrical Electronic Engineering Technology
Marcos Morales-Arazoza, CFP®'s Chase Investment Services Corp Experience Planning & Investment SpecialistChase Investment Services Corp.January 2010 - Present
Job VP, Investment Product Specialist at J.P.Morgan Chase
Industry Financial Services
Experience
Chase Investment Services Corp. Planning & Investment SpecialistChase Investment Services Corp.January 2010 - Present
Chase Investment Services Corp. March 2005 - January 2010
Skills
Investments, Series 63, Finance, Series 7, Mutual Funds, Portfolio Management, Wealth Management, Banking, Loans, Asset Management, Asset Allocation, Credit, Financial Analysis, Strategic Planning
Education
St. Edward's University 2000 — 2004
BBA, International Business
Chase Investment Services Corp. Planning & Investment SpecialistChase Investment Services Corp.January 2010 - Present
Chase Investment Services Corp. March 2005 - January 2010
Skills
Investments, Series 63, Finance, Series 7, Mutual Funds, Portfolio Management, Wealth Management, Banking, Loans, Asset Management, Asset Allocation, Credit, Financial Analysis, Strategic Planning
Education
St. Edward's University 2000 — 2004
BBA, International Business
Gerald (Jerry) Howard's Chase Investment Services Corp Experience 2003 - November 2012
Job Cheese Specialist at Mariano's
Industry Retail
Experience
Mariano's February 2014 - Present
J.P. Morgan December 2012 - October 2013
Chase Investment Services Corp 2003 - November 2012
Bank of America 1994 - 1999
Federal Reserve System 1992 - 1994
Chicago Branches International Banking January 1979 - February 1992
Skills
Credit Analysis, Corporate Finance, International Finance, Non-profit..., Small Business Lending, Portfolio Management, Retirement Planning, Financial Advisory, Retirement, Wealth Management, Estate Planning, Asset Allocation, Mutual Funds, Investment Advisory, Wealth Accumulation, High Net Worth..., IRAs, Fixed Annuities, Retail Sales, Food & Beverage
Education
Southern Methodist University - Cox School of Business 1976 — 1978
MBA, FINANCE
Southern Methodist University - Cox School of Business 1972 — 1976
Bachelor's Degree, Accounting
Mariano's February 2014 - Present
J.P. Morgan December 2012 - October 2013
Chase Investment Services Corp 2003 - November 2012
Bank of America 1994 - 1999
Federal Reserve System 1992 - 1994
Chicago Branches International Banking January 1979 - February 1992
Skills
Credit Analysis, Corporate Finance, International Finance, Non-profit..., Small Business Lending, Portfolio Management, Retirement Planning, Financial Advisory, Retirement, Wealth Management, Estate Planning, Asset Allocation, Mutual Funds, Investment Advisory, Wealth Accumulation, High Net Worth..., IRAs, Fixed Annuities, Retail Sales, Food & Beverage
Education
Southern Methodist University - Cox School of Business 1976 — 1978
MBA, FINANCE
Southern Methodist University - Cox School of Business 1972 — 1976
Bachelor's Degree, Accounting
Jason Gernstetter's Chase Investment Services Corp Experience September 2011 - 2013
Job Vice President Private Client Advisor at JPMORGAN CHASE BANK
Industry Financial Services
Experience
JPMORGAN CHASE BANK 2013 - Present
Chase Investment Services Corp. September 2011 - 2013
Chase Investment Services Corp. September 2010 - August 2011
Marion Electric Motor Service Inc. April 2006 - September 2010
JP Morgan Chase January 2004 - January 2005
One Group Investment Services January 1998 - January 2004
BISYS Fund Services January 1996 - January 1998
Dean Witter April 1993 - January 1996
Education
Capital University - School of Management 1997 — 1999
MBA, Business and Investments
Kent State University 1989 — 1994
BA, Business
JPMORGAN CHASE BANK 2013 - Present
Chase Investment Services Corp. September 2011 - 2013
Chase Investment Services Corp. September 2010 - August 2011
Marion Electric Motor Service Inc. April 2006 - September 2010
JP Morgan Chase January 2004 - January 2005
One Group Investment Services January 1998 - January 2004
BISYS Fund Services January 1996 - January 1998
Dean Witter April 1993 - January 1996
Education
Capital University - School of Management 1997 — 1999
MBA, Business and Investments
Kent State University 1989 — 1994
BA, Business
Israel Epstein's Chase Investment Services Corp Experience May 2001 - August 2011
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2011 - Present
Chase Investment Services Corp. May 2001 - August 2011
Merrill Lynch September 1996 - December 2000
Torah Institute of America 1992 - 1996
Skills
Retirement Plan..., Multi-generational..., Investment Policy..., Rule 144 Stock, Investment Strategies, Estate Planning..., Nonprofits, Investment Portfolios, 401(k) Plan Design, Annuity Analysis, Employee Stock Options, Finance, Concentrated Stock..., Fixed Annuities, Variable Annuities, Family Office, Life Insurance, Term Life Insurance, Investments, Performance Reviews, Financial Guidance, Strategic Planning, Securities, Asset Allocation, Insurance, Relationship Management, Retirement, Retirement Planning, Retirement Savings, Risk Management, Stock Market Analysis, Stock Analysis, Tax-Efficient Strategies
Education
The New School 1989 — 1993
BA, Liberal Arts
Shaarei Torah of Rockland
Talmudic Studies
Wells Fargo Advisors, LLC August 2011 - Present
Chase Investment Services Corp. May 2001 - August 2011
Merrill Lynch September 1996 - December 2000
Torah Institute of America 1992 - 1996
Skills
Retirement Plan..., Multi-generational..., Investment Policy..., Rule 144 Stock, Investment Strategies, Estate Planning..., Nonprofits, Investment Portfolios, 401(k) Plan Design, Annuity Analysis, Employee Stock Options, Finance, Concentrated Stock..., Fixed Annuities, Variable Annuities, Family Office, Life Insurance, Term Life Insurance, Investments, Performance Reviews, Financial Guidance, Strategic Planning, Securities, Asset Allocation, Insurance, Relationship Management, Retirement, Retirement Planning, Retirement Savings, Risk Management, Stock Market Analysis, Stock Analysis, Tax-Efficient Strategies
Education
The New School 1989 — 1993
BA, Liberal Arts
Shaarei Torah of Rockland
Talmudic Studies
Stephen Magana's Chase Investment Services Corp Experience January 2010 - June 2012
Job Private Client Advisor JP Morgan Chase Bank, N.A.
Industry Investment Management
Experience
JP Morgan Chase Bank, N.A. June 2012 - Present
Chase Investment Services Corp January 2010 - June 2012
JP Morgan Chase Bank, N.A. August 2008 - December 2009
Allstate May 2006 - August 2008
Woodfield Nissan August 2005 - August 2007
Gateway Chevrolet/Kia October 2001 - February 2004
Education
Illinois Wesleyan University 1997 — 2001
History, Secondary Education
JP Morgan Chase Bank, N.A. June 2012 - Present
Chase Investment Services Corp January 2010 - June 2012
JP Morgan Chase Bank, N.A. August 2008 - December 2009
Allstate May 2006 - August 2008
Woodfield Nissan August 2005 - August 2007
Gateway Chevrolet/Kia October 2001 - February 2004
Education
Illinois Wesleyan University 1997 — 2001
History, Secondary Education
Perry S. Meyers's Chase Investment Services Corp Experience March 2010 - April 2011
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Lincoln Financial Advisors October 2012 - March 2015
William Blair and Company May 2011 - October 2012
Chase Investment Services Corp. March 2010 - April 2011
E*TRADE Financial August 2009 - March 2010
Lincoln Financial Advisors April 2004 - August 2009
Skills
Investments, Series 7, Series 63
Education
Florida State University 1998 — 1998
MS
University of Illinois at Urbana-Champaign 1993 — 1997
BS
Fidelity Investments March 2015 - Present
Lincoln Financial Advisors October 2012 - March 2015
William Blair and Company May 2011 - October 2012
Chase Investment Services Corp. March 2010 - April 2011
E*TRADE Financial August 2009 - March 2010
Lincoln Financial Advisors April 2004 - August 2009
Skills
Investments, Series 7, Series 63
Education
Florida State University 1998 — 1998
MS
University of Illinois at Urbana-Champaign 1993 — 1997
BS
Debbi Dooley's Chase Investment Services Corp Experience June 2010 - June 2012
Job Executive Assistant at Summit Bank Oakland
Industry Executive Office
Experience
Summit Bank Oakland August 2012 - Present
Chase Investment Services Corp. June 2010 - June 2012
JPMorgan Chase January 2006 - June 2010
Washington Mutual Bank June 2004 - December 2005
Bally Technologies January 2002 - May 2004
Asahi Seiko USA, Inc, December 1997 - August 2001
Skills
Human Resources, Management
Education
University of California, Irvine
B.A, History - US, Art History minor
California State University-Long Beach
Masters, Educational Technology
Hebrew University of Jerusalem
Graduate course work; work, Ancient History & Archeology
Summit Bank Oakland August 2012 - Present
Chase Investment Services Corp. June 2010 - June 2012
JPMorgan Chase January 2006 - June 2010
Washington Mutual Bank June 2004 - December 2005
Bally Technologies January 2002 - May 2004
Asahi Seiko USA, Inc, December 1997 - August 2001
Skills
Human Resources, Management
Education
University of California, Irvine
B.A, History - US, Art History minor
California State University-Long Beach
Masters, Educational Technology
Hebrew University of Jerusalem
Graduate course work; work, Ancient History & Archeology
Gerry Silverman's Chase Investment Services Corp Experience June 2007 - March 2012
Job Financial Advisor at Chase
Industry Financial Services
Experience
Chase Investment Services Corp. June 2007 - March 2012
Smith Barney June 2003 - May 2007
Education
University at Albany, SUNY 1990 — 1993
M.S., Educational Administration
State University of New York College at Geneseo 1977 — 1980
B.A., English
Chase Investment Services Corp. June 2007 - March 2012
Smith Barney June 2003 - May 2007
Education
University at Albany, SUNY 1990 — 1993
M.S., Educational Administration
State University of New York College at Geneseo 1977 — 1980
B.A., English
Michael Cianciola's Chase Investment Services Corp Experience December 2008 - September 2012
Job Financial Advisor at Peoples Bank
Industry Financial Services
Experience
Peoples Bank January 2015 - Present
The Investment Center at FirstMerit Bank September 2013 - January 2015
Charter One Investment Services Corp September 2012 - October 2013
Chase Investment Services Corp December 2008 - September 2012
Shanaberger Financial Services, LLC March 2007 - November 2008
G. Edwards. CheckFree Corporation September 2005 - December 2006
CheckFree July 2001 - June 2005
Skills
Insurance, Finance, Retirement, Estate Planning, Selling, Employee Benefits, Analysis, Wealth, Time Management, Financial Advisory, Series 6, 401k, Fixed Annuities, Asset Allocation, Investments, Sales, Series 7
Education
Kent State University 1994 — 1999
Bachelor of Arts, Media
Stow High School 1991 — 1994
Diploma
Peoples Bank January 2015 - Present
The Investment Center at FirstMerit Bank September 2013 - January 2015
Charter One Investment Services Corp September 2012 - October 2013
Chase Investment Services Corp December 2008 - September 2012
Shanaberger Financial Services, LLC March 2007 - November 2008
G. Edwards. CheckFree Corporation September 2005 - December 2006
CheckFree July 2001 - June 2005
Skills
Insurance, Finance, Retirement, Estate Planning, Selling, Employee Benefits, Analysis, Wealth, Time Management, Financial Advisory, Series 6, 401k, Fixed Annuities, Asset Allocation, Investments, Sales, Series 7
Education
Kent State University 1994 — 1999
Bachelor of Arts, Media
Stow High School 1991 — 1994
Diploma
Rhea Ann Kerley's Chase Investment Services Corp Experience June 2010 - July 2011
Job Branch Manager, Chase Bank
Industry Banking
Experience
Chase Bank June 2011 - Present
Chase Investment Services Corp. June 2010 - July 2011
BBVA Compass Investment Solutions, Inc March 2007 - June 2010
BBVA Compass January 2008 - January 2010
Guaranty Bank March 2003 - January 2008
Bank of Texas September 1998 - March 2001
Skills
Banking, Customer Service, Finance, Financial Services, Investments, Loans, Management, Cross Selling, Sales, Commercial Lending, Commercial Banking, Mortgage Lending, Retail Banking
Education
Texas Tech University 1980 — 1983
Accounting
Chase Bank June 2011 - Present
Chase Investment Services Corp. June 2010 - July 2011
BBVA Compass Investment Solutions, Inc March 2007 - June 2010
BBVA Compass January 2008 - January 2010
Guaranty Bank March 2003 - January 2008
Bank of Texas September 1998 - March 2001
Skills
Banking, Customer Service, Finance, Financial Services, Investments, Loans, Management, Cross Selling, Sales, Commercial Lending, Commercial Banking, Mortgage Lending, Retail Banking
Education
Texas Tech University 1980 — 1983
Accounting
Elizabeth Veloz's Chase Investment Services Corp Experience March 1994 - December 2011
Job Owner at Endurance Permanent Cosmetics Clinic
Industry Cosmetics
Experience
Endurance Permanent Cosmetics Clinic October 2011 - Present
Chase Investment Services Corp. March 1994 - December 2011
Education
Albany State University 1984 — 1988
Endurance Permanent Cosmetics Clinic October 2011 - Present
Chase Investment Services Corp. March 1994 - December 2011
Education
Albany State University 1984 — 1988
Amelia Pablo's Chase Investment Services Corp Experience May 2005 - June 2011
Job AVP/Senior Compliance Officer at Chase
Industry Banking
Experience
Chase June 2011 - Present
Chase Investment Services Corp May 2005 - June 2011
Citi May 1993 - February 1999
Skills
Banking, Customer Service, Financial Risk, Investments, Loans, Credit, Management, Mortgage Lending, Retail Banking, Risk Management, Sales, Wealth Management, Relationship Management, Finance, Portfolio Management, Financial Services, Consumer Lending, Fixed Income, Investment Banking, Equities
Education
Universidad Inca Garcilaso de la Vega
Bachelor in Arts, Accounting
Chase June 2011 - Present
Chase Investment Services Corp May 2005 - June 2011
Citi May 1993 - February 1999
Skills
Banking, Customer Service, Financial Risk, Investments, Loans, Credit, Management, Mortgage Lending, Retail Banking, Risk Management, Sales, Wealth Management, Relationship Management, Finance, Portfolio Management, Financial Services, Consumer Lending, Fixed Income, Investment Banking, Equities
Education
Universidad Inca Garcilaso de la Vega
Bachelor in Arts, Accounting
Aneesh Paul's Chase Investment Services Corp Experience October 2007 - June 2013
Job Financial Consultant at E*TRADE FINANCIAL
Industry Financial Services
Experience
E*TRADE Financial 2013 - Present
Chase Investment Services Corp October 2007 - June 2013
Skills
Retirement Planning, Risk Management, Retirement, Strategic Planning, Finance, Insurance, Investment Strategies, Securities, Cash Flow, Real Estate, Banking, Financial Services
Education
DePaul University 2003 — 2007
Major Business Admnistration, Minor MIS
Cincinnati Country Day 2000 — 2003
E*TRADE Financial 2013 - Present
Chase Investment Services Corp October 2007 - June 2013
Skills
Retirement Planning, Risk Management, Retirement, Strategic Planning, Finance, Insurance, Investment Strategies, Securities, Cash Flow, Real Estate, Banking, Financial Services
Education
DePaul University 2003 — 2007
Major Business Admnistration, Minor MIS
Cincinnati Country Day 2000 — 2003
Dennis McIntyre's Chase Investment Services Corp Experience November 2008 - October 2010
Job VP Investments, Financial Advisor at Chase Investment Services Corp.
Industry Financial Services
Experience
Chase Investment Services Corp. November 2008 - October 2010
Merrill Lynch December 2005 - November 2008
Education
State University of New York Maritime College
BS, Marine Transportation and Economics
Chase Investment Services Corp. November 2008 - October 2010
Merrill Lynch December 2005 - November 2008
Education
State University of New York Maritime College
BS, Marine Transportation and Economics
Brian Kreitzer's Chase Investment Services Corp Experience September 2010 - Present
Job Mutual Fund Account Processor at Chase Investment Services Corp
Industry Banking
Experience
Chase Investment Services Corp September 2010 - Present
Education
The Ohio State University 1998 — 2012
Bachelor, History
Chase Investment Services Corp September 2010 - Present
Education
The Ohio State University 1998 — 2012
Bachelor, History
Jacob Waggoner's Chase Investment Services Corp Experience May 2010 - January 2012
Job Enterprise Accounting Supervisor at DynCorp International
Industry Accounting
Experience
DynCorp International June 2014 - Present
Deloitte & Touche LLP January 2013 - June 2014
Chase Investment Services Corp. May 2010 - January 2012
Fidelity Investments September 2007 - January 2010
Ameriprise Financial Services, Inc. March 2005 - September 2007
Skills
Certified Financial..., Financial Advisory, Strategic Financial..., Retirement Planning, Wealth Management, Asset Management, Securities, Tax Planning, Financial Analysis, US GAAP, GAAP, Financial Planning, Leadership
Education
Texas Christian University 2012 — 2012
Master of Accounting, Accounting
University of North Texas 2004 — 2004
Bachelor of Arts and Science, Spanish Business
DynCorp International June 2014 - Present
Deloitte & Touche LLP January 2013 - June 2014
Chase Investment Services Corp. May 2010 - January 2012
Fidelity Investments September 2007 - January 2010
Ameriprise Financial Services, Inc. March 2005 - September 2007
Skills
Certified Financial..., Financial Advisory, Strategic Financial..., Retirement Planning, Wealth Management, Asset Management, Securities, Tax Planning, Financial Analysis, US GAAP, GAAP, Financial Planning, Leadership
Education
Texas Christian University 2012 — 2012
Master of Accounting, Accounting
University of North Texas 2004 — 2004
Bachelor of Arts and Science, Spanish Business
David Willenborg's Chase Investment Services Corp Experience August 2008 - November 2009
Job Experienced Financial Services Professional
Industry Financial Services
Experience
TradePMR March 2015 - Present
Farm Bureau Financial Services February 2014 - September 2014
VALIC January 2011 - January 2014
Chase Bank November 2009 - May 2010
Chase Investment Services Corp August 2008 - November 2009
Morgan Stanley July 2003 - August 2008
Cardinal Building Materials March 2002 - July 2003
Cardinal Building Materials October 1998 - March 2002
Rutledge Youth Foundation March 1997 - October 1998
Kemmerer Village September 1996 - March 1997
Skills
Management, Finance, Sales, Portfolio Management, Financial Services, Hold Series 7, Hold Series 66, Retirement, Life Insurance, Securities, Uniform Combined State..., Health Insurance
Education
Quincy University 1991 — 1995
Bachelor of Arts, Psychology
TradePMR March 2015 - Present
Farm Bureau Financial Services February 2014 - September 2014
VALIC January 2011 - January 2014
Chase Bank November 2009 - May 2010
Chase Investment Services Corp August 2008 - November 2009
Morgan Stanley July 2003 - August 2008
Cardinal Building Materials March 2002 - July 2003
Cardinal Building Materials October 1998 - March 2002
Rutledge Youth Foundation March 1997 - October 1998
Kemmerer Village September 1996 - March 1997
Skills
Management, Finance, Sales, Portfolio Management, Financial Services, Hold Series 7, Hold Series 66, Retirement, Life Insurance, Securities, Uniform Combined State..., Health Insurance
Education
Quincy University 1991 — 1995
Bachelor of Arts, Psychology
Gerald Hannon's Chase Investment Services Corp Experience February 1992 - January 2013
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. January 2013 - Present
Chase Investment Services Corp February 1992 - January 2013
Education
Oregon State University 1983 — 1987
Political Science and Government
Beaverton High School
Wells Fargo Advisors, LLC. January 2013 - Present
Chase Investment Services Corp February 1992 - January 2013
Education
Oregon State University 1983 — 1987
Political Science and Government
Beaverton High School
Gregory Texidor's Chase Investment Services Corp Experience February 2007 - March 2011
Job Financial Advisor at JPMorgan Chase
Industry Financial Services
Experience
Chase Investment Services Corp February 2007 - March 2011
Banco Popular February 2005 - October 2006
Weiss Capital Management, Inc. September 2002 - May 2004
Ladenburg Capital Management January 2001 - September 2002
Skills
Series 7, Annuities, Rollovers, IRA's, Mutual Funds, 529 Plans, Investments, 401k, Series 63, Asset Management, Financial Advisory, Retirement Planning, Annuity, Retirement, Retirement Income..., Wealth Accumulation, Wealth Transfer, Asset, Asset Allocation, FINRA, Investment Advisory, Equities, Wealth Management, Securities, Investment Strategies, Portfolio Management
Education
City University of New York City College 2013 — 2016
Borough of Manhattan Community College New
A.A.S, Liberal Arts
Chase Investment Services Corp February 2007 - March 2011
Banco Popular February 2005 - October 2006
Weiss Capital Management, Inc. September 2002 - May 2004
Ladenburg Capital Management January 2001 - September 2002
Skills
Series 7, Annuities, Rollovers, IRA's, Mutual Funds, 529 Plans, Investments, 401k, Series 63, Asset Management, Financial Advisory, Retirement Planning, Annuity, Retirement, Retirement Income..., Wealth Accumulation, Wealth Transfer, Asset, Asset Allocation, FINRA, Investment Advisory, Equities, Wealth Management, Securities, Investment Strategies, Portfolio Management
Education
City University of New York City College 2013 — 2016
Borough of Manhattan Community College New
A.A.S, Liberal Arts
Len Malkin's Chase Investment Services Corp Experience 1993 - 1998
Job Strategic Consultant
Industry Financial Services
Experience
JPMorgan Chase 1974 - 2001
JP Morgan Chase 1974 - 2001
Chase Investment Services Corp 1993 - 1998
Chase Investment Services Corp., JP Morgan Chase 1992 - 1997
Skills
Product Development, Budgeting, Mergers, Real Estate, Program Management, Planning, Analysis, Negotiation, Problem Solving, Integration, Business Strategy, Business Planning, Team Building, Strategic Planning, Business Management, Competitive Analysis, Change Management, Business Analysis, Team Leadership, P&L Management, Project Planning, Management Consulting, Banking, Executive Management, Team Management, Budgets, Management, Mergers & Acquisitions, Leadership, Risk Management, Project Management, Product Management, Entrepreneurship, Financial Services, Strategy, Financial Analysis
Education
The City College of New York
JPMorgan Chase 1974 - 2001
JP Morgan Chase 1974 - 2001
Chase Investment Services Corp 1993 - 1998
Chase Investment Services Corp., JP Morgan Chase 1992 - 1997
Skills
Product Development, Budgeting, Mergers, Real Estate, Program Management, Planning, Analysis, Negotiation, Problem Solving, Integration, Business Strategy, Business Planning, Team Building, Strategic Planning, Business Management, Competitive Analysis, Change Management, Business Analysis, Team Leadership, P&L Management, Project Planning, Management Consulting, Banking, Executive Management, Team Management, Budgets, Management, Mergers & Acquisitions, Leadership, Risk Management, Project Management, Product Management, Entrepreneurship, Financial Services, Strategy, Financial Analysis
Education
The City College of New York
Raymond Alcarion's Chase Investment Services Corp Experience May 2011 - Present
Job Financial Advisor Associate Chase Investments Serivces Corp.
Industry Banking
Experience
Chase Investment Services Corp. May 2011 - Present
Education
San Diego State University-California State University
Bachelors
Chase Investment Services Corp. May 2011 - Present
Education
San Diego State University-California State University
Bachelors
Clifford Giles's Chase Investment Services Corp Experience January 2009 - June 2012
Job Private Client Advisor, JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan July 2012 - Present
Chase Investment Services Corp. January 2009 - June 2012
Skills
Wealth Management, Series 7, Retirement Planning, Mutual Funds, Series 63, Portfolio Management, Investments, Asset Allocation, Equities, Investment Advisory, Fixed Income, Securities
Education
College for Financial Planning 1993 — 1995
CFP 1995, Financial Planning and Services
Nassau Community College 1971 — 1973
CRTT, Cardiopulmonary Technology/Technologist
J.P. Morgan July 2012 - Present
Chase Investment Services Corp. January 2009 - June 2012
Skills
Wealth Management, Series 7, Retirement Planning, Mutual Funds, Series 63, Portfolio Management, Investments, Asset Allocation, Equities, Investment Advisory, Fixed Income, Securities
Education
College for Financial Planning 1993 — 1995
CFP 1995, Financial Planning and Services
Nassau Community College 1971 — 1973
CRTT, Cardiopulmonary Technology/Technologist
Donna Simonson's Chase Investment Services Corp Experience 2005 - December 2013
Job Administration Manager at JPMorgan Chase
Industry Investment Management
Experience
JPMorgan Chase December 2013 - Present
Chase Investment Services Corp 2005 - December 2013
Huntington Investment Company 2002 - 2005
BancOne Securities Corp 1997 - 2002
National City Bank 1975 - 1989
Skills
Series 7, Series 63, series 65, series 24, series 53, Ohio Health and Life
Education
Franklin University
BS, Business Administration
The Ohio State University
Mathematics
JPMorgan Chase December 2013 - Present
Chase Investment Services Corp 2005 - December 2013
Huntington Investment Company 2002 - 2005
BancOne Securities Corp 1997 - 2002
National City Bank 1975 - 1989
Skills
Series 7, Series 63, series 65, series 24, series 53, Ohio Health and Life
Education
Franklin University
BS, Business Administration
The Ohio State University
Mathematics
Norman Gordon's Chase Investment Services Corp Experience October 2002 - Present
Job Financial Advisor at Chase Investments Services Corp
Industry Financial Services
Experience
Chase investment Services Corp October 2002 - Present
Fidelity Investments April 1986 - June 2000
American Stock Exchange March 1985 - April 1986
Education
New York University
Finance
Chase investment Services Corp October 2002 - Present
Fidelity Investments April 1986 - June 2000
American Stock Exchange March 1985 - April 1986
Education
New York University
Finance
Ernest Ottoson's Chase Investment Services Corp Experience 2010 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Chase Investment Services Corp. 2010 - 2012
Fordham Financial Management May 2008 - July 2010
Skills
New Business Development, Strategic Marketing, Account Management, Prospect Research, Referral Development, Portfolio Management, Financial Planning
Education
Lafayette College 2002 — 2006
Bachelor's of Arts, Economic and Business
Chase Investment Services Corp. 2010 - 2012
Fordham Financial Management May 2008 - July 2010
Skills
New Business Development, Strategic Marketing, Account Management, Prospect Research, Referral Development, Portfolio Management, Financial Planning
Education
Lafayette College 2002 — 2006
Bachelor's of Arts, Economic and Business
Arthur Ace's Chase Investment Services Corp Experience August 2011 - December 2013
Job Private Client Group Officer with PNC Financial Services
Industry Financial Services
Experience
PNC December 2013 - Present
Chase Investment Services Corp August 2011 - December 2013
Skills
Financial Analysis, Finance, Microsoft Excel, Strategic Financial..., Investments, Financial Planning, Banking, Strategic Planning, Leadership, Risk Management, Estate Planning, Asset Management
Education
Spalding University 2007 — 2011
Bachelor of Science (B.S.), Finance and Financial Management Services
Eastern Hight School
PNC December 2013 - Present
Chase Investment Services Corp August 2011 - December 2013
Skills
Financial Analysis, Finance, Microsoft Excel, Strategic Financial..., Investments, Financial Planning, Banking, Strategic Planning, Leadership, Risk Management, Estate Planning, Asset Management
Education
Spalding University 2007 — 2011
Bachelor of Science (B.S.), Finance and Financial Management Services
Eastern Hight School
Christine R Heilmann's Chase Investment Services Corp Experience February 2010 - April 2012
Job
Industry Investment Management
Experience
J.P Morgan Securities, LLC January 2015 - Present
J.P. Morgan Securities, LLC April 2012 - January 2015
CHASE INVESTMENT SERVICES CORP. February 2010 - April 2012
CHASE INVESTMENT SERVICES CORP. May 2009 - January 2010
CHASE INVESTMENT SERVICES CORP. April 2006 - April 2009
Chase Insurance Group January 2004 - April 2006
One Group Dealer Services March 2000 - January 2004
Banc One Securities Corporation October 1998 - March 2000
Lincoln Financial Advisors November 1997 - October 1998
Education
The Ohio State University 1992 — 1997
Bachelor of Science (BS), Psychology/Business
Otterbein University
Master of Business Administration (MBA), Business Administration and Management, General
J.P Morgan Securities, LLC January 2015 - Present
J.P. Morgan Securities, LLC April 2012 - January 2015
CHASE INVESTMENT SERVICES CORP. February 2010 - April 2012
CHASE INVESTMENT SERVICES CORP. May 2009 - January 2010
CHASE INVESTMENT SERVICES CORP. April 2006 - April 2009
Chase Insurance Group January 2004 - April 2006
One Group Dealer Services March 2000 - January 2004
Banc One Securities Corporation October 1998 - March 2000
Lincoln Financial Advisors November 1997 - October 1998
Education
The Ohio State University 1992 — 1997
Bachelor of Science (BS), Psychology/Business
Otterbein University
Master of Business Administration (MBA), Business Administration and Management, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY