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
Nicholas Grose Nicholas Grose's Chase Investment Services Corp Experience June 2010 - September 2012
Job Private Client Advisor at J.P. Morgan Chase Bank NA
Industry Investment Banking
Experience
J.P. Morgan Chase Bank NA September 2012 - Present
Chase Investment Services Corp June 2010 - September 2012
Key Bank June 2008 - May 2009
Bank of the West January 2008 - June 2008
Woodbury Financial January 2007 - January 2008
Education
University of Colorado Boulder 2002 — 2006
BA, Economics
J.P. Morgan Chase Bank NA September 2012 - Present
Chase Investment Services Corp June 2010 - September 2012
Key Bank June 2008 - May 2009
Bank of the West January 2008 - June 2008
Woodbury Financial January 2007 - January 2008
Education
University of Colorado Boulder 2002 — 2006
BA, Economics
Ernest Acosta Ernest Acosta's Chase Investment Services Corp Experience January 2011 - August 2012
Job Senior Broker at Transamerica/World Financial Group
Industry Investment Management
Experience
World Financial Group (WFG) January 2014 - Present
Acosta Insurance Services January 2012 - August 2015
Chase Investment Services Corp January 2011 - August 2012
Skills
Series 6, Series 63, Licensed Life & Health..., Variable Contracts Agent, Licensed Property &..., Full-Charge Bookkeeping, Spanish Fluency, Spanish Grammatical..., Spanish Phonological..., Investments, Property & Casualty..., Health Insurance, Term Life Insurance, IRAs, Finance, Life Insurance, Long-term Care, Universal Life, Insurance, Customer Service, Leadership, Marketing, Sales, Small Business
Education
University of Phoenix 2010 — 2014
Accounting and Finance
Mc Farland High School 2003 — 2007
Diploma
World Financial Group (WFG) January 2014 - Present
Acosta Insurance Services January 2012 - August 2015
Chase Investment Services Corp January 2011 - August 2012
Skills
Series 6, Series 63, Licensed Life & Health..., Variable Contracts Agent, Licensed Property &..., Full-Charge Bookkeeping, Spanish Fluency, Spanish Grammatical..., Spanish Phonological..., Investments, Property & Casualty..., Health Insurance, Term Life Insurance, IRAs, Finance, Life Insurance, Long-term Care, Universal Life, Insurance, Customer Service, Leadership, Marketing, Sales, Small Business
Education
University of Phoenix 2010 — 2014
Accounting and Finance
Mc Farland High School 2003 — 2007
Diploma
Craig Novy Craig Novy's Chase Investment Services Corp Experience August 2010 - Present
Job Chase Investment Services Corp.
Industry Investment Banking
Experience
Chase Investment Services Corp. August 2010 - Present
Edward Jones Investments June 2009 - June 2010
First National Capital Lending Finance Company - Oil &Gas May 2008 - June 2009
Novy Investments, Inc March 2001 - April 2008
UBS Paine Webber January 2000 - January 2001
American Express Financial Advisors January 1997 - January 2000
Education
University of Houston 1990 — 1994
B.A., Business Management
Chase Investment Services Corp. August 2010 - Present
Edward Jones Investments June 2009 - June 2010
First National Capital Lending Finance Company - Oil &Gas May 2008 - June 2009
Novy Investments, Inc March 2001 - April 2008
UBS Paine Webber January 2000 - January 2001
American Express Financial Advisors January 1997 - January 2000
Education
University of Houston 1990 — 1994
B.A., Business Management
Kate Yeager's Chase Investment Services Corp Experience September 2009 - September 2011
Job Assistant Vice President, Senior MSR Analyst
Industry Financial Services
Experience
Fifth Third Bank November 2013 - Present
Chase Investment Services Corp September 2009 - September 2011
Oak River Investments, Inc. September 2007 - July 2009
Fidelity Investments March 2007 - August 2007
University of Kentucky August 2005 - December 2006
Skills
Islamic Finance, Creative Real Estate..., Stata, R, ArcGIS, Employee Training, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Salesforce.com, Finance, Investments
Education
University of Chicago 2011 — 2013
Master of Arts (MA), Middle Eastern Studies
University of Kentucky 2003 — 2007
Bachelor of Arts (B.A.), Mathematical Economics
Fifth Third Bank November 2013 - Present
Chase Investment Services Corp September 2009 - September 2011
Oak River Investments, Inc. September 2007 - July 2009
Fidelity Investments March 2007 - August 2007
University of Kentucky August 2005 - December 2006
Skills
Islamic Finance, Creative Real Estate..., Stata, R, ArcGIS, Employee Training, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Salesforce.com, Finance, Investments
Education
University of Chicago 2011 — 2013
Master of Arts (MA), Middle Eastern Studies
University of Kentucky 2003 — 2007
Bachelor of Arts (B.A.), Mathematical Economics
Donald L. Martin III Donald L. Martin III's Chase Investment Services Corp Experience June 2009 - July 2011
Job Director of PreNeed Services
Industry Public Relations and Communications
Experience
Matthysse Kuiper DeGraff Funeral Directors June 2013 - Present
Precoa June 2013 - Present
Martin Professional Planning, Inc. June 2011 - Present
Lowell Area Chamber of Commerce January 2013 - May 2013
Chase Investment Services Corp. June 2009 - July 2011
MetLife August 2005 - June 2009
Miller Canfield August 2004 - July 2005
Sommer Schwartz 2000 - 2005
Skills
Business risk..., Business Strategy, Strategic Planning, Estate Planning, Risk Management, Public Speaking, Investments, Negotiation, Writing, Budgeting, Research, Financial Planning, Customer Service, Banking, Small Business, Problem Solving, Team Building, Asset Management, Editing, Analysis, Fundraising, Public Relations, Business Planning, Planning, Retirement Planning, Securities, New Business Development, Credit, Change Management, Licensing, Outlook, Customer Relations, Supervisory Skills, Compliance, Portfolio Management, Team Leadership, Insurance, 401k, Employee Benefits, Investment Strategies, Corporate Law, Marketing, Policy, Litigation, Uniform Combined State..., Training, Employee Relations, Project Management, Wealth Management, Financial Analysis
Education
Wayne State University Law School 1999 — 2002
Juris Doctor, Law
University of Detroit Mercy School of Law 1998 — 1999
Law
Western Michigan University 1995 — 1998
Bachelor of Arts, Political Science, concentration in International Relations; minor in Sociology
Matthysse Kuiper DeGraff Funeral Directors June 2013 - Present
Precoa June 2013 - Present
Martin Professional Planning, Inc. June 2011 - Present
Lowell Area Chamber of Commerce January 2013 - May 2013
Chase Investment Services Corp. June 2009 - July 2011
MetLife August 2005 - June 2009
Miller Canfield August 2004 - July 2005
Sommer Schwartz 2000 - 2005
Skills
Business risk..., Business Strategy, Strategic Planning, Estate Planning, Risk Management, Public Speaking, Investments, Negotiation, Writing, Budgeting, Research, Financial Planning, Customer Service, Banking, Small Business, Problem Solving, Team Building, Asset Management, Editing, Analysis, Fundraising, Public Relations, Business Planning, Planning, Retirement Planning, Securities, New Business Development, Credit, Change Management, Licensing, Outlook, Customer Relations, Supervisory Skills, Compliance, Portfolio Management, Team Leadership, Insurance, 401k, Employee Benefits, Investment Strategies, Corporate Law, Marketing, Policy, Litigation, Uniform Combined State..., Training, Employee Relations, Project Management, Wealth Management, Financial Analysis
Education
Wayne State University Law School 1999 — 2002
Juris Doctor, Law
University of Detroit Mercy School of Law 1998 — 1999
Law
Western Michigan University 1995 — 1998
Bachelor of Arts, Political Science, concentration in International Relations; minor in Sociology
Alex Cohen Alex Cohen's Chase Investment Services Corp Experience May 2010 - 2011
Job Account Executive at Reed Exhibitions US
Industry Financial Services
Experience
ReedPOP March 2015 - Present
Bombas October 2014 - Present
The Prospector Theater December 2014 - February 2015
Merrill Lynch 2011 - December 2014
Chase Investment Services Corp May 2010 - 2011
JPMorgan Chase July 2008 - May 2010
Sugarbush Resort January 2006 - May 2008
Peppercom: Strategic Communications July 2007 - January 2008
Eesa Lux Layering April 2007 - July 2007
Rome Snowboard Design Syndicate March 2007 - July 2007
Skills
Finance, Strategic Financial..., Wealth Management, Trust and Estate..., Retirement Planning, Marketing, Viral Marketing, College Savings Plans, Networking, Mutual Funds, Portfolio Management, Banking, Investment Strategies, Social Media, Social Media Marketing, Leadership
Education
University of Vermont School of Business Administration 2007 2003 — 2007
B.S.B.A, Marketing Concentration
Staples
University of Connecticut
University of Connecticut
ReedPOP March 2015 - Present
Bombas October 2014 - Present
The Prospector Theater December 2014 - February 2015
Merrill Lynch 2011 - December 2014
Chase Investment Services Corp May 2010 - 2011
JPMorgan Chase July 2008 - May 2010
Sugarbush Resort January 2006 - May 2008
Peppercom: Strategic Communications July 2007 - January 2008
Eesa Lux Layering April 2007 - July 2007
Rome Snowboard Design Syndicate March 2007 - July 2007
Skills
Finance, Strategic Financial..., Wealth Management, Trust and Estate..., Retirement Planning, Marketing, Viral Marketing, College Savings Plans, Networking, Mutual Funds, Portfolio Management, Banking, Investment Strategies, Social Media, Social Media Marketing, Leadership
Education
University of Vermont School of Business Administration 2007 2003 — 2007
B.S.B.A, Marketing Concentration
Staples
University of Connecticut
University of Connecticut
James Bochecchio James Bochecchio's Chase Investment Services Corp Experience September 2010 - Present
Job Vice President Investments
Industry Financial Services
Experience
New York City January 2014 - Present
Chase Investment Services Corp. September 2010 - Present
Bear, Stearns & Co. Inc. /JP Morgan and Chase April 2007 - July 2009
Bear Stearns May 2005 - April 2007
Skills
Series 7, Series 63, Bloomberg, Fixed Income, Equities, Mutual Funds, Portfolio Management, Investments, Excel, Derivatives, Financial Analysis, Financial Planning, Settlements, Bonds, Hedge Funds, Microsoft Excel
Education
State University of New York at Albany 2000 — 2004
B.A., Information Science
New York City January 2014 - Present
Chase Investment Services Corp. September 2010 - Present
Bear, Stearns & Co. Inc. /JP Morgan and Chase April 2007 - July 2009
Bear Stearns May 2005 - April 2007
Skills
Series 7, Series 63, Bloomberg, Fixed Income, Equities, Mutual Funds, Portfolio Management, Investments, Excel, Derivatives, Financial Analysis, Financial Planning, Settlements, Bonds, Hedge Funds, Microsoft Excel
Education
State University of New York at Albany 2000 — 2004
B.A., Information Science
Matt Hoenes, CFP® Matt Hoenes, CFP®'s Chase Investment Services Corp Experience November 2011 - June 2012
Job Associate at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors June 2012 - Present
Chase Investment Services Corp. November 2011 - June 2012
DeRose Financial Planning Group June 2007 - September 2011
Education
University of Missouri-Columbia
Post-Bacc, Personal Financial Planning
University of Missouri-Columbia
Bachelor, Business and Sociology
Lenox Advisors June 2012 - Present
Chase Investment Services Corp. November 2011 - June 2012
DeRose Financial Planning Group June 2007 - September 2011
Education
University of Missouri-Columbia
Post-Bacc, Personal Financial Planning
University of Missouri-Columbia
Bachelor, Business and Sociology
Richard Essien's Chase Investment Services Corp Experience March 2010 - June 2011
Job Professional Educator
Industry Primary/Secondary Education
Experience
Dallas Independent School District August 2015 - Present
JPMorgan Chase & Co. May 2015 - July 2015
JPMorgan Chase August 2013 - May 2015
Southern University At New Orleans 2011 - May 2013
Chase Investment Services Corp March 2010 - June 2011
Morgan Stanley Wealth Management May 2008 - December 2009
Edward Jones January 2006 - May 2008
State Of louisiana March 2002 - January 2006
Skills
Data Analysis, Team Building, Leadership, Training, Customer Service, Microsoft Office, Strategic Planning, Leadership Development, Microsoft Word, Microsoft Excel, Social Media, Nonprofits, Finance, Teaching, Community Outreach, Coaching
Education
University of New Orleans 1999 — 2001
Masters Of Science, Health Care Management
University of New Orleans 1997 — 1999
Bachelor of Arts, Sociology
Dallas Independent School District August 2015 - Present
JPMorgan Chase & Co. May 2015 - July 2015
JPMorgan Chase August 2013 - May 2015
Southern University At New Orleans 2011 - May 2013
Chase Investment Services Corp March 2010 - June 2011
Morgan Stanley Wealth Management May 2008 - December 2009
Edward Jones January 2006 - May 2008
State Of louisiana March 2002 - January 2006
Skills
Data Analysis, Team Building, Leadership, Training, Customer Service, Microsoft Office, Strategic Planning, Leadership Development, Microsoft Word, Microsoft Excel, Social Media, Nonprofits, Finance, Teaching, Community Outreach, Coaching
Education
University of New Orleans 1999 — 2001
Masters Of Science, Health Care Management
University of New Orleans 1997 — 1999
Bachelor of Arts, Sociology
Brant Yeager's Chase Investment Services Corp Experience May 1999 - December 2012
Job Independent Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. January 2013 - Present
Chase Investment Services Corp. May 1999 - December 2012
Dun & Bradstreet 1997 - 1999
Experian 1994 - 1997
Sears, Roebuck and Co. 1989 - 1994
LeaseMark 1988 - 1989
Education
University of Iowa 1983 — 1987
BBA, Finance
JPMorgan Chase Bank, N.A. January 2013 - Present
Chase Investment Services Corp. May 1999 - December 2012
Dun & Bradstreet 1997 - 1999
Experian 1994 - 1997
Sears, Roebuck and Co. 1989 - 1994
LeaseMark 1988 - 1989
Education
University of Iowa 1983 — 1987
BBA, Finance
Warren Rockmacher's Chase Investment Services Corp Experience November 2007 - March 2012
Job CEO/PRESIDENT at Fairfield Investment Services
Industry Investment Management
Experience
Fairfield Investment Services. April 2012 - Present
Chase Investment Services Corp. November 2007 - March 2012
Chase Investment Services Corp October 2007 - March 2012
Citi Smith Barney October 2006 - October 2007
Banc of America Investment Services, Inc February 2005 - October 2006
Citizens Investment Services Corp November 2002 - February 2005
Sunlife of Canada June 2001 - September 2002
Putnam Investments August 1999 - June 2001
Scudder Financial Services October 1996 - August 1999
Connecticut Mutual/Mass Mutual June 1995 - October 1996
Skills
Retirement Planning, Investments, Asset Allocation, Wealth Management, Term Life Insurance, Life Insurance planning, Registered Investment..., Financial Planning, Mutual Funds, Fixed Annuities, Strategic Financial..., Financial Advisory, Life Insurance, Trusts, FINRA, Financial Services, Insurance, Securities, Finance, Investment Advisory, Disability Insurance, Series 63
Education
University of Hartford 1985 — 1989
Bachelor of Arts (B.A.), Politics & Government
Horace Greeley High School
Fairfield Investment Services. April 2012 - Present
Chase Investment Services Corp. November 2007 - March 2012
Chase Investment Services Corp October 2007 - March 2012
Citi Smith Barney October 2006 - October 2007
Banc of America Investment Services, Inc February 2005 - October 2006
Citizens Investment Services Corp November 2002 - February 2005
Sunlife of Canada June 2001 - September 2002
Putnam Investments August 1999 - June 2001
Scudder Financial Services October 1996 - August 1999
Connecticut Mutual/Mass Mutual June 1995 - October 1996
Skills
Retirement Planning, Investments, Asset Allocation, Wealth Management, Term Life Insurance, Life Insurance planning, Registered Investment..., Financial Planning, Mutual Funds, Fixed Annuities, Strategic Financial..., Financial Advisory, Life Insurance, Trusts, FINRA, Financial Services, Insurance, Securities, Finance, Investment Advisory, Disability Insurance, Series 63
Education
University of Hartford 1985 — 1989
Bachelor of Arts (B.A.), Politics & Government
Horace Greeley High School
Digna Nina Feliciano's Chase Investment Services Corp Experience July 2010 - April 2013
Job Vice PresidentsInvestmentsPrivate Client Advisor. JP Morgan Chase Bank N.A
Industry Financial Services
Experience
JP Morgan Chase Bank N.A April 2013 - Present
Delta Tau Lambda Sorority, Inc. August 2012 - Present
Chase Investment Services Corp July 2010 - April 2013
Delta Tau Lambda Sorority, Inc. August 2006 - August 2011
BankAtlantic Financial March 2008 - June 2010
BankAtlantic 2008 - June 2010
Education
University of Michigan 1995 — 2001
BBA
JP Morgan Chase Bank N.A April 2013 - Present
Delta Tau Lambda Sorority, Inc. August 2012 - Present
Chase Investment Services Corp July 2010 - April 2013
Delta Tau Lambda Sorority, Inc. August 2006 - August 2011
BankAtlantic Financial March 2008 - June 2010
BankAtlantic 2008 - June 2010
Education
University of Michigan 1995 — 2001
BBA
Timothy Koerper's Chase Investment Services Corp Experience March 2010 - October 2011
Job Financial Advisor at Wells Fargo Advisors., LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2011 - Present
Chase Investment Services Corp. March 2010 - October 2011
Wachovia Securities February 2006 - March 2010
Skills
Investments, Financial Analysis, Retirement Planning, Mutual Funds, High Net Worth..., Financial Advisory, Wealth Strategies, Wealth Planning, Wealth Transfer, Portfolio Analysis, Strategic Planning, Asset Management, Finance, Financial Planning, Financial Services, Insurance, Securities, Uniform Combined State...
Education
University of Central Florida 1998 — 2002
B.A.
Wells Fargo Advisors, LLC October 2011 - Present
Chase Investment Services Corp. March 2010 - October 2011
Wachovia Securities February 2006 - March 2010
Skills
Investments, Financial Analysis, Retirement Planning, Mutual Funds, High Net Worth..., Financial Advisory, Wealth Strategies, Wealth Planning, Wealth Transfer, Portfolio Analysis, Strategic Planning, Asset Management, Finance, Financial Planning, Financial Services, Insurance, Securities, Uniform Combined State...
Education
University of Central Florida 1998 — 2002
B.A.
Stuart Dekker's Chase Investment Services Corp Experience March 2011 - October 2012
Job AVP, Trust Officer at Peoples Bank
Industry Financial Services
Experience
Peoples Bank May 2014 - Present
National Bank & Trust May 2014 - February 2015
Transamerica September 2012 - May 2014
Chase Investment Services Corp. March 2011 - October 2012
Allstate Financial Services April 2009 - March 2011
First Financial Bank September 2006 - December 2008
Ohio National Financial Services June 2000 - September 2006
Mutual of America February 1994 - June 2000
Skills
Series 7, Mutual Funds, Retirement, Investments, 401k, Series 63, Series 66, Insurance, Financial Services, Employee Benefits, IRAs, Uniform Combined State..., Securities, Retirement Planning
Education
Xavier University 1989 — 1992
MBA, Finance
University of Cincinnati College of Business 1979 — 1984
BBA, Accounting
Princeton High School 1976 — 1979
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Peoples Bank May 2014 - Present
National Bank & Trust May 2014 - February 2015
Transamerica September 2012 - May 2014
Chase Investment Services Corp. March 2011 - October 2012
Allstate Financial Services April 2009 - March 2011
First Financial Bank September 2006 - December 2008
Ohio National Financial Services June 2000 - September 2006
Mutual of America February 1994 - June 2000
Skills
Series 7, Mutual Funds, Retirement, Investments, 401k, Series 63, Series 66, Insurance, Financial Services, Employee Benefits, IRAs, Uniform Combined State..., Securities, Retirement Planning
Education
Xavier University 1989 — 1992
MBA, Finance
University of Cincinnati College of Business 1979 — 1984
BBA, Accounting
Princeton High School 1976 — 1979
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Oren Yaccobe's Chase Investment Services Corp Experience August 2010 - November 2011
Job Private Banker AVP at IDB Bank
Industry Banking
Experience
IDB Bank July 2014 - Present
J.P. Morgan November 2011 - July 2014
Chase Investment Services Corp August 2010 - November 2011
Skills
Banking, Retail Banking, Credit, Loans, Commercial Banking, Credit Analysis, Credit Risk, Consumer Lending, Mortgage Lending, Small Business Lending, Commercial Lending, Portfolio Management, Cross Selling, Financial Analysis, Branch Banking, Loan Origination, Refinance, Mortgage Underwriting
Education
USC
Bachelor of Science (B.S.), Real Estate Finance
IDB Bank July 2014 - Present
J.P. Morgan November 2011 - July 2014
Chase Investment Services Corp August 2010 - November 2011
Skills
Banking, Retail Banking, Credit, Loans, Commercial Banking, Credit Analysis, Credit Risk, Consumer Lending, Mortgage Lending, Small Business Lending, Commercial Lending, Portfolio Management, Cross Selling, Financial Analysis, Branch Banking, Loan Origination, Refinance, Mortgage Underwriting
Education
USC
Bachelor of Science (B.S.), Real Estate Finance
Patrick Highley's Chase Investment Services Corp Experience 2009 - 2010
Job Subordination Loan Processor at Wells Fargo
Industry Financial Services
Experience
Wells Fargo/ Robert Half International 2012 - Present
MTI 2011 - 2011
Spirit Halloween 2010 - 2010
Chase Investment Services Corp 2009 - 2010
University of Portland Financial Aid 2007 - 2008
Best Buy 2001 - 2004
Education
University of Portland 2004 — 2008
Bachelors, Finance and Marketing Management
Wells Fargo/ Robert Half International 2012 - Present
MTI 2011 - 2011
Spirit Halloween 2010 - 2010
Chase Investment Services Corp 2009 - 2010
University of Portland Financial Aid 2007 - 2008
Best Buy 2001 - 2004
Education
University of Portland 2004 — 2008
Bachelors, Finance and Marketing Management
Carolle York's Chase Investment Services Corp Experience December 2002 - January 2004
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch June 2007 - December 2008
JPMorgan Chase January 2004 - June 2007
Chase Investment Services Corp December 2002 - January 2004
Smith Barney April 1998 - December 2002
New York City Health & Hospitals Corporation 1993 - 1998
Bronx Lebanon Hospital Center 1989 - 1993
American Express 1987 - 1989
Education
University of North Carolina at Greensboro 1982 — 1986
MBA, Management, Marketing
Merrill Lynch June 2007 - December 2008
JPMorgan Chase January 2004 - June 2007
Chase Investment Services Corp December 2002 - January 2004
Smith Barney April 1998 - December 2002
New York City Health & Hospitals Corporation 1993 - 1998
Bronx Lebanon Hospital Center 1989 - 1993
American Express 1987 - 1989
Education
University of North Carolina at Greensboro 1982 — 1986
MBA, Management, Marketing
John Michael Flynn's Chase Investment Services Corp Experience April 2009 - September 2010
Job Experienced Sales and Relationship Manager/Manager
Industry Financial Services
Experience
United Capital Source October 2014 - Present
JPMorgan Chase March 2013 - October 2014
JPMorgan Chase September 2010 - February 2013
Chase Investment Services Corp. April 2009 - September 2010
Fidelity Investments July 2007 - February 2009
OppenheimerFunds April 2004 - July 2007
OppenheimerFunds October 2002 - April 2004
Quick and Reilly, Fleet Bank December 1999 - October 2002
Saratoga Capital Management April 1998 - December 1999
Skills
Hold Series 7, series 66, Series 63, Retirement Planning, Asset Allocation, Presentations, Phone Sales, Internal Sales, Direct Sales, Small Business, Credit Cards, Mortgage Banking, Sales, Financial Services, Wealth Management, Relationship Management, High Net Worth..., Cross Selling, Strategic Financial..., Financial Advisory, Banking, Life Insurance, Retail Banking, Sales Presentations, Separately Managed..., Sales Management, IRAs, Loan Origination, Private Banking, Wealth Management..., Insurance, Training, Portfolio Management, Telemarketing, Finance, Financial Planning, Series 7
Education
St. John's University 1995 — 1998
Bachelor of Science (BS), Communication and Media Studies and Business minor.
University of Scranton 1993 — 1994
United Capital Source October 2014 - Present
JPMorgan Chase March 2013 - October 2014
JPMorgan Chase September 2010 - February 2013
Chase Investment Services Corp. April 2009 - September 2010
Fidelity Investments July 2007 - February 2009
OppenheimerFunds April 2004 - July 2007
OppenheimerFunds October 2002 - April 2004
Quick and Reilly, Fleet Bank December 1999 - October 2002
Saratoga Capital Management April 1998 - December 1999
Skills
Hold Series 7, series 66, Series 63, Retirement Planning, Asset Allocation, Presentations, Phone Sales, Internal Sales, Direct Sales, Small Business, Credit Cards, Mortgage Banking, Sales, Financial Services, Wealth Management, Relationship Management, High Net Worth..., Cross Selling, Strategic Financial..., Financial Advisory, Banking, Life Insurance, Retail Banking, Sales Presentations, Separately Managed..., Sales Management, IRAs, Loan Origination, Private Banking, Wealth Management..., Insurance, Training, Portfolio Management, Telemarketing, Finance, Financial Planning, Series 7
Education
St. John's University 1995 — 1998
Bachelor of Science (BS), Communication and Media Studies and Business minor.
University of Scranton 1993 — 1994
Yesenia Scott's Chase Investment Services Corp Experience August 2006 - May 2009
Job Senior Specialist at DTCC
Industry Financial Services
Experience
DTCC January 2011 - Present
J.P. Morgan Retirement Plan Services August 2006 - January 2011
Chase Investment Services, Corp August 2006 - May 2009
Focus Ten of Florida October 2004 - August 2006
Capital One January 1997 - January 2004
GTE Federal Credit Union January 1995 - January 1997
Education
University of Phoenix 2008 — 2010
BS, Business
University of Phoenix 2007 — 2010
Bachelors of Science, Business Management
GFP High School
Hillsborough Community College
DTCC January 2011 - Present
J.P. Morgan Retirement Plan Services August 2006 - January 2011
Chase Investment Services, Corp August 2006 - May 2009
Focus Ten of Florida October 2004 - August 2006
Capital One January 1997 - January 2004
GTE Federal Credit Union January 1995 - January 1997
Education
University of Phoenix 2008 — 2010
BS, Business
University of Phoenix 2007 — 2010
Bachelors of Science, Business Management
GFP High School
Hillsborough Community College
Matthew Israelsky's Chase Investment Services Corp Experience January 2010 - January 2011
Job Research Analyst at Slocum
Industry Financial Services
Experience
Slocum December 2014 - Present
DCAdvisors October 2013 - October 2014
Morgan Stanley Smith Barney April 2011 - July 2012
Chase Investment Services Corp. January 2010 - January 2011
Skills
Financial Analysis, Investments, Financial Modeling, Strategic Financial..., Portfolio Management, Finance, Risk Management, Valuation, Sales, Microsoft Excel, Leadership, Data Analysis, Marketing, Due Diligence, Analysis
Education
University of Minnesota-Twin Cities 2005 — 2009
BA, Economics
Slocum December 2014 - Present
DCAdvisors October 2013 - October 2014
Morgan Stanley Smith Barney April 2011 - July 2012
Chase Investment Services Corp. January 2010 - January 2011
Skills
Financial Analysis, Investments, Financial Modeling, Strategic Financial..., Portfolio Management, Finance, Risk Management, Valuation, Sales, Microsoft Excel, Leadership, Data Analysis, Marketing, Due Diligence, Analysis
Education
University of Minnesota-Twin Cities 2005 — 2009
BA, Economics
Gordon Hsu's Chase Investment Services Corp Experience March 2007 - May 2011
Job Private Client Investment Associate at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. March 2015 - Present
J.P. Morgan Securities, LLC May 2011 - February 2015
Chase Investment Services Corp March 2007 - May 2011
Education
University of Maryland College Park
JPMorgan Chase Bank, N.A. March 2015 - Present
J.P. Morgan Securities, LLC May 2011 - February 2015
Chase Investment Services Corp March 2007 - May 2011
Education
University of Maryland College Park
Wilton Mejia's Chase Investment Services Corp Experience 2007 - April 2010
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
J.P. Morgan May 2015 - July 2015
JP MORGAN SECURITIES LLC April 2010 - May 2015
CHASE INVESTMENT SERVICES CORP 2007 - April 2010
Maxim Group 2005 - 2007
Education
University at Buffalo 2000 — 2005
BA, International Business and World Trade
Fordham Preparatory School 1996 — 2000
Wells Fargo Advisors July 2015 - Present
J.P. Morgan May 2015 - July 2015
JP MORGAN SECURITIES LLC April 2010 - May 2015
CHASE INVESTMENT SERVICES CORP 2007 - April 2010
Maxim Group 2005 - 2007
Education
University at Buffalo 2000 — 2005
BA, International Business and World Trade
Fordham Preparatory School 1996 — 2000
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY