Chase Investment Services Corporation
Industry: Company
DescriptionHeadquarters: New York City, NY Founded: 1989 Parent organization: Banc One Capital Holdings LLC
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Chase Investment Services Corporation Employees
Employee
Years
Job
Industry
Sean Gearin Sean Gearin's Chase Investment Services Corporation Experience December 2009 - July 2011
Job Entreprenuer & Entertainment Professional
Industry Law Practice
Experience
Qruber February 2014 - May 2015
Warner Bros. Studios June 2013 - August 2013
Chase Investment Services Corporation December 2009 - July 2011
Skills
Microsoft Word, Microsoft Office, Conflict Resolution, Sales, PowerPoint, Microsoft Excel, Public Speaking, Research, Legal Writing, Legal Research, Nonprofits, Fundraising, Time Management, Customer Service, Westlaw, Social Media, Management
Education
Loyola Law School, Los Angeles 2011 — 2014
Doctor of Law (J.D.)
UC Irvine 2006 — 2009
The University of Connecticut 2004 — 2006
Qruber February 2014 - May 2015
Warner Bros. Studios June 2013 - August 2013
Chase Investment Services Corporation December 2009 - July 2011
Skills
Microsoft Word, Microsoft Office, Conflict Resolution, Sales, PowerPoint, Microsoft Excel, Public Speaking, Research, Legal Writing, Legal Research, Nonprofits, Fundraising, Time Management, Customer Service, Westlaw, Social Media, Management
Education
Loyola Law School, Los Angeles 2011 — 2014
Doctor of Law (J.D.)
UC Irvine 2006 — 2009
The University of Connecticut 2004 — 2006
Wen Jen Wen Jen's Chase Investment Services Corporation Experience July 2012 - November 2013
Job Licensed Banker at CITIGROUP GLOBAL MARKETS INC
Industry Financial Services
Experience
CITIGROUP GLOBAL MARKETS INC April 2014 - June 2015
Chase Investment Services Corporation July 2012 - November 2013
JPMorgan Chase October 2011 - July 2012
Genera Corporation March 2011 - July 2011
All In Wireless December 2009 - November 2010
California State Summer School for Math and Science July 2006 - July 2008
Skills
Bilingual-English/Mandar..., Microsoft Word,..., Harvard Graphics, Adobe Photoshop, Oracle, Imovie, PowerPoint, Customer Service, Data Analysis, Photoshop, Marketing
Education
University of California, Irvine 2004 — 2009
Bachelor of Arts, Criminology Law and Society and Psychology and Social Behavior, 3.2
National University of Singapore / NUS 2008 — 2008
Psychology and Social Behavior, 3.8
UCDC 2009 — 2009
Internship, Education, 4.0
CITIGROUP GLOBAL MARKETS INC April 2014 - June 2015
Chase Investment Services Corporation July 2012 - November 2013
JPMorgan Chase October 2011 - July 2012
Genera Corporation March 2011 - July 2011
All In Wireless December 2009 - November 2010
California State Summer School for Math and Science July 2006 - July 2008
Skills
Bilingual-English/Mandar..., Microsoft Word,..., Harvard Graphics, Adobe Photoshop, Oracle, Imovie, PowerPoint, Customer Service, Data Analysis, Photoshop, Marketing
Education
University of California, Irvine 2004 — 2009
Bachelor of Arts, Criminology Law and Society and Psychology and Social Behavior, 3.2
National University of Singapore / NUS 2008 — 2008
Psychology and Social Behavior, 3.8
UCDC 2009 — 2009
Internship, Education, 4.0
Mikael Lara Mikael Lara's Chase Investment Services Corporation Experience March 2011 - May 2012
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. April 2014 - Present
J.P. Morgan June 2012 - April 2014
Chase Investment Services Corporation March 2011 - May 2012
JP Morgan Chase Bank May 2001 - March 2011
Education
Platt College-San Diego 2009 — 2011
B.S. in Media Arts, Web Design
Platt College 2008 — 2009
Associates, Graphic Design
San Diego State University-California State University 2002 — 2003
Business Administration
Wells Fargo Advisors, LLC. April 2014 - Present
J.P. Morgan June 2012 - April 2014
Chase Investment Services Corporation March 2011 - May 2012
JP Morgan Chase Bank May 2001 - March 2011
Education
Platt College-San Diego 2009 — 2011
B.S. in Media Arts, Web Design
Platt College 2008 — 2009
Associates, Graphic Design
San Diego State University-California State University 2002 — 2003
Business Administration
Andrew W. Brown, CHP Andrew W. Brown, CHP's Chase Investment Services Corporation Experience August 2010 - December 2011
Job Principal Owner at Under One Hour LLC
Industry Accounting
Experience
Sears Holdings Corporation March 2013 - Present
Under One Hour LLC February 2012 - Present
EJW Arbitrage Group LLC February 2010 - Present
Wilton Industries December 2011 - March 2013
Chase Investment Services Corporation August 2010 - December 2011
Carthage College January 2009 - May 2010
Northwestern Mutual Financial NetworkGurnee and October 2008 - September 2009
Carthage College May 2007 - May 2009
Skills
Investments, Accounting, Options, Managerial Finance, Public Speaking, Hedging, Risk Arbitrage, Security Analysis, Spread Trading, Portfolio Management, Financial Modeling, Economics, Valuation, Microsoft Excel, Analysis, Finance, Financial Analysis, Corporate Finance, Trading, Commodity, Investment Strategies, Hedge Funds, Strategic Financial..., Financial Markets, VBA, Bloomberg, Forecasting, Securities, Series 63
Education
Harvard University 2010 — 2017
Master's Degree, Finance, 3.4
Carthage College 2006 — 2010
BA, Finance, Business, Marketing, 3.4
Hoffman Estates High School 2002 — 2006
High School, 3.7
Sears Holdings Corporation March 2013 - Present
Under One Hour LLC February 2012 - Present
EJW Arbitrage Group LLC February 2010 - Present
Wilton Industries December 2011 - March 2013
Chase Investment Services Corporation August 2010 - December 2011
Carthage College January 2009 - May 2010
Northwestern Mutual Financial NetworkGurnee and October 2008 - September 2009
Carthage College May 2007 - May 2009
Skills
Investments, Accounting, Options, Managerial Finance, Public Speaking, Hedging, Risk Arbitrage, Security Analysis, Spread Trading, Portfolio Management, Financial Modeling, Economics, Valuation, Microsoft Excel, Analysis, Finance, Financial Analysis, Corporate Finance, Trading, Commodity, Investment Strategies, Hedge Funds, Strategic Financial..., Financial Markets, VBA, Bloomberg, Forecasting, Securities, Series 63
Education
Harvard University 2010 — 2017
Master's Degree, Finance, 3.4
Carthage College 2006 — 2010
BA, Finance, Business, Marketing, 3.4
Hoffman Estates High School 2002 — 2006
High School, 3.7
Michael J. Dorsey Michael J. Dorsey's Chase Investment Services Corporation Experience April 2011 - March 2012
Job VP, Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2012 - Present
Chase Investment Services Corporation April 2011 - March 2012
New England Financial May 2008 - April 2011
Skills
Investments, Finance, Series 7, Retirement Planning, Financial Planning, Portfolio Management, Series 63, Customer Service, Wealth Management, Securities
Education
University of Iowa 2004 — 2008
B.A, Economics
Northern Illinois University
Master of Business Administration (M.B.A.)
Fidelity Investments March 2012 - Present
Chase Investment Services Corporation April 2011 - March 2012
New England Financial May 2008 - April 2011
Skills
Investments, Finance, Series 7, Retirement Planning, Financial Planning, Portfolio Management, Series 63, Customer Service, Wealth Management, Securities
Education
University of Iowa 2004 — 2008
B.A, Economics
Northern Illinois University
Master of Business Administration (M.B.A.)
Carol Blunk Carol Blunk's Chase Investment Services Corporation Experience July 2003 - January 2005
Job Client Relationships | Operations | Compliance | Legal Support
Industry Financial Services
Experience
Envestnet, Inc April 2013 - Present
Staffing Agencies September 2012 - April 2013
Center for Disability & Elder Law (CDEL) September 2012 - January 2013
Romanucci & Blandin Law office February 2012 - May 2012
Vestor Capital Partners, LLC 2005 - 2012
Chase Investment Services Corporation July 2003 - January 2005
DWS Investments February 1989 - January 2003
Skills
Legal Writing, Customer-focused Service, Microsoft Excel, Speed Reading, Westlaw, Lexis, TortPro, Summation, Concordance, Proofreading, Legal Research, Adobe InDesign, Microsoft Word, Microsoft Access, Microsoft Outlook, Microsoft PowerPoint, Microsoft Visio, Junxure, Sharepoint, General Securities, Compliance, Series 7, Series 65, Series 6, Series 63
Education
Roosevelt University 2012 — 2012
Post-Baccalaureate Certificate (ABA-approved) with Honors, Paralegal Studies Program, Honors
Rockhurst University 1982 — 1986
Bachelor of Science (BS), Computer Science
Envestnet, Inc April 2013 - Present
Staffing Agencies September 2012 - April 2013
Center for Disability & Elder Law (CDEL) September 2012 - January 2013
Romanucci & Blandin Law office February 2012 - May 2012
Vestor Capital Partners, LLC 2005 - 2012
Chase Investment Services Corporation July 2003 - January 2005
DWS Investments February 1989 - January 2003
Skills
Legal Writing, Customer-focused Service, Microsoft Excel, Speed Reading, Westlaw, Lexis, TortPro, Summation, Concordance, Proofreading, Legal Research, Adobe InDesign, Microsoft Word, Microsoft Access, Microsoft Outlook, Microsoft PowerPoint, Microsoft Visio, Junxure, Sharepoint, General Securities, Compliance, Series 7, Series 65, Series 6, Series 63
Education
Roosevelt University 2012 — 2012
Post-Baccalaureate Certificate (ABA-approved) with Honors, Paralegal Studies Program, Honors
Rockhurst University 1982 — 1986
Bachelor of Science (BS), Computer Science
Frank Kocab's Chase Investment Services Corporation Experience August 2011 - April 2015
Job Finance and Management Information Systems Major at Ohio University
Industry Financial Services
Experience
ABM Industries April 2015 - Present
Chase Investment Services Corporation August 2011 - April 2015
HyperProductive, LLC 2010 - 2010
Zagara's Marketplace November 2004 - August 2007
Skills
Business Analysis, Customer Service, Data Analysis, Financial Analysis, Forecasting, Investments, Leadership, Microsoft Excel, Microsoft Office, PowerPoint
Education
Ohio University 2007 — 2011
Bachelors, Finance and Management Information Systems
Ohio University
Bachelors, Management Information Systems and Finance
Benedictine High School
Ohio University College of Business Integrated Business Cluster
ABM Industries April 2015 - Present
Chase Investment Services Corporation August 2011 - April 2015
HyperProductive, LLC 2010 - 2010
Zagara's Marketplace November 2004 - August 2007
Skills
Business Analysis, Customer Service, Data Analysis, Financial Analysis, Forecasting, Investments, Leadership, Microsoft Excel, Microsoft Office, PowerPoint
Education
Ohio University 2007 — 2011
Bachelors, Finance and Management Information Systems
Ohio University
Bachelors, Management Information Systems and Finance
Benedictine High School
Ohio University College of Business Integrated Business Cluster
Michael Trentacoste's Chase Investment Services Corporation Experience October 2009 - March 2011
Job VP Business Banking Relationship Manager at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. May 2014 - Present
Santander Bank, N.A. (formerly Sovereign Bank) June 2013 - May 2014
Chase Bank October 2009 - May 2013
Chase Investment Services Corporation October 2009 - March 2011
Center for Wealth Preservation June 2008 - June 2009
J.P. Turner & Company, LLC January 2008 - July 2008
Skills
Business Banking Options, Business Cash Flow..., Business Lending, SBA Lending, Credit Analysis, Credit, Portfolio Management, Commercial Banking, Commercial Lending, Credit Risk, Cross Selling, Lines Of Credit, Small Business Lending, Loan Origination, Banking, Relationship Management, Cash Management, Commercial Mortgages, Financial Risk, Loans, Mortgage Lending, Financial Analysis, SBA
Education
State University of New York at Old Westbury 2006 — 2008
BS Business Administration, Finance & Business Management
State University of New York at Stony Brook 2004 — 2006
Bachelor of Science (BS), Business Administration & Finance
Santander Bank, N.A. May 2014 - Present
Santander Bank, N.A. (formerly Sovereign Bank) June 2013 - May 2014
Chase Bank October 2009 - May 2013
Chase Investment Services Corporation October 2009 - March 2011
Center for Wealth Preservation June 2008 - June 2009
J.P. Turner & Company, LLC January 2008 - July 2008
Skills
Business Banking Options, Business Cash Flow..., Business Lending, SBA Lending, Credit Analysis, Credit, Portfolio Management, Commercial Banking, Commercial Lending, Credit Risk, Cross Selling, Lines Of Credit, Small Business Lending, Loan Origination, Banking, Relationship Management, Cash Management, Commercial Mortgages, Financial Risk, Loans, Mortgage Lending, Financial Analysis, SBA
Education
State University of New York at Old Westbury 2006 — 2008
BS Business Administration, Finance & Business Management
State University of New York at Stony Brook 2004 — 2006
Bachelor of Science (BS), Business Administration & Finance
Nareg Minissian Nareg Minissian's Chase Investment Services Corporation Experience January 2009 - April 2012
Job Data Analyst at CedarsSinai Medical Center
Industry Banking
Experience
Cedars-Sinai Medical Center March 2014 - Present
JPMorgan Chase January 2012 - February 2014
Chase Investment Services Corporation January 2009 - April 2012
Washington Mutual Bank February 2004 - February 2009
Skills
Loans, Banking, Customer Service, CRM, Credit, Financial Analysis, Commercial Banking, Financial Modeling, Mortgage Lending, Small Business Lending
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2011
MBA, Finance
California State University-Northridge 2005 — 2007
BS, Management Information Systems
Holy Martyrs High School 1988 — 2001
Cedars-Sinai Medical Center March 2014 - Present
JPMorgan Chase January 2012 - February 2014
Chase Investment Services Corporation January 2009 - April 2012
Washington Mutual Bank February 2004 - February 2009
Skills
Loans, Banking, Customer Service, CRM, Credit, Financial Analysis, Commercial Banking, Financial Modeling, Mortgage Lending, Small Business Lending
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2011
MBA, Finance
California State University-Northridge 2005 — 2007
BS, Management Information Systems
Holy Martyrs High School 1988 — 2001
Robert T McMahan III's Chase Investment Services Corporation Experience May 2011 - March 2012
Job Private Client Banker at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase August 2015 - Present
JPMorgan Chase March 2012 - July 2015
Chase Investment Services Corporation May 2011 - March 2012
Kohl's Department Stores November 2009 - April 2011
Cold Stone Creamery August 2005 - October 2009
Freeway Chevrolet June 2004 - August 2005
Education
Arizona State University 2006 — 2011
mountain pointe
JPMorgan Chase August 2015 - Present
JPMorgan Chase March 2012 - July 2015
Chase Investment Services Corporation May 2011 - March 2012
Kohl's Department Stores November 2009 - April 2011
Cold Stone Creamery August 2005 - October 2009
Freeway Chevrolet June 2004 - August 2005
Education
Arizona State University 2006 — 2011
mountain pointe
Julie Wander Julie Wander's Chase Investment Services Corporation Experience December 2009 - December 2012
Job AVP Supervision Analyst at JP Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities June 2014 - Present
JPMorgan Securities December 2012 - June 2014
Chase Investment Services Corporation December 2009 - December 2012
WELLS FARGO ADVISORS FINANCIAL NETWORK February 2008 - August 2009
Fifth Third Securities January 2004 - February 2008
J P Morgan Chase (formerly Bank One) August 2001 - December 2003
JP Morgan Chase (formerly Bank One) January 2000 - August 2001
JP Morgan Chase (formerly Bank One) January 1998 - January 2000
Merrill Lynch January 1993 - January 1995
Education
The Ohio State University 1989 — 1993
B.S. Business Administration, Marketing
JP Morgan Securities June 2014 - Present
JPMorgan Securities December 2012 - June 2014
Chase Investment Services Corporation December 2009 - December 2012
WELLS FARGO ADVISORS FINANCIAL NETWORK February 2008 - August 2009
Fifth Third Securities January 2004 - February 2008
J P Morgan Chase (formerly Bank One) August 2001 - December 2003
JP Morgan Chase (formerly Bank One) January 2000 - August 2001
JP Morgan Chase (formerly Bank One) January 1998 - January 2000
Merrill Lynch January 1993 - January 1995
Education
The Ohio State University 1989 — 1993
B.S. Business Administration, Marketing
Greg Ocken Greg Ocken's Chase Investment Services Corporation Experience April 2009 - September 2012
Job Loan Officer at Movement Mortgage, LLC
Industry Financial Services
Experience
Movement Mortgage, LLC October 2013 - Present
Chase Bank April 2009 - October 2013
Chase Investment Services Corporation April 2009 - September 2012
Klee Architects + Engineers March 2007 - March 2009
Target 1996 - 2003
Skills
Mortgage Lending, VA loans, Loan Origination, Refinance, Home Equity, Residential Mortgages, Credit Analysis, Loans, Mortgage Banking, FHA, Credit, New Home Purchase, FNMA, FHLMC, USDA Rural Housing, FHA financing, Renovation, Jumbo Mortgage, Cash Out, Investment Properties, Government Loans, First Time Home Buyers, Assisting First Time..., Finance, HUD, Non-Conforming, Condos, Residential Homes, Mortgage Underwriting, Townhomes, Purchase Financing, Reverse Mortgages, Real Estate Transactions, Rehab, HomePath, HomePath Renovation, FHA 203(k), HARP Loans, FHA Streamline, VA Streamline, Reverse Purchase..., FHA Financing, VA Loans
Education
Arizona State University
Bachelor of Architecture (B.Arch.), Architecture
Chandler/Gilbert Community College
Associate of Arts (AA), Photography
Movement Mortgage, LLC October 2013 - Present
Chase Bank April 2009 - October 2013
Chase Investment Services Corporation April 2009 - September 2012
Klee Architects + Engineers March 2007 - March 2009
Target 1996 - 2003
Skills
Mortgage Lending, VA loans, Loan Origination, Refinance, Home Equity, Residential Mortgages, Credit Analysis, Loans, Mortgage Banking, FHA, Credit, New Home Purchase, FNMA, FHLMC, USDA Rural Housing, FHA financing, Renovation, Jumbo Mortgage, Cash Out, Investment Properties, Government Loans, First Time Home Buyers, Assisting First Time..., Finance, HUD, Non-Conforming, Condos, Residential Homes, Mortgage Underwriting, Townhomes, Purchase Financing, Reverse Mortgages, Real Estate Transactions, Rehab, HomePath, HomePath Renovation, FHA 203(k), HARP Loans, FHA Streamline, VA Streamline, Reverse Purchase..., FHA Financing, VA Loans
Education
Arizona State University
Bachelor of Architecture (B.Arch.), Architecture
Chandler/Gilbert Community College
Associate of Arts (AA), Photography
Ellen Szymkiewicz, CFP, CLU Ellen Szymkiewicz, CFP, CLU's Chase Investment Services Corporation Experience January 1998 - Present
Job Financial Advisor at Chase Investment Services Corp
Industry Financial Services
Experience
Chase Investment Services Corporation January 1998 - Present
Chase Investment Services Corporation January 1996 - Present
CUNA Brokerage/TEG Financial Services January 1993 - January 1996
New York Life January 1991 - January 1993
New York Life January 1990 - January 1993
Cablevision Industries January 1985 - January 1989
Massachusetts Mutual Life January 1982 - January 1985
Skills
Estate Planning, Retirement Planning, Business Succession
Education
State University of New York Empire State College 2007 — 2011
BS, Economics
SUNY, Empire State College
BS, Business Management and Economics; Finance
Chase Investment Services Corporation January 1998 - Present
Chase Investment Services Corporation January 1996 - Present
CUNA Brokerage/TEG Financial Services January 1993 - January 1996
New York Life January 1991 - January 1993
New York Life January 1990 - January 1993
Cablevision Industries January 1985 - January 1989
Massachusetts Mutual Life January 1982 - January 1985
Skills
Estate Planning, Retirement Planning, Business Succession
Education
State University of New York Empire State College 2007 — 2011
BS, Economics
SUNY, Empire State College
BS, Business Management and Economics; Finance
Dan Basinger's Chase Investment Services Corporation Experience November 2010 - March 2013
Job Private Client Banker at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2013 - December 2014
Chase Investment Services Corporation November 2010 - March 2013
Northwestern Mutual January 2010 - November 2010
Education
Taylor University 2004 — 2008
BA
JPMorgan Chase April 2013 - December 2014
Chase Investment Services Corporation November 2010 - March 2013
Northwestern Mutual January 2010 - November 2010
Education
Taylor University 2004 — 2008
BA
Jennifer Hetelle,CFP Jennifer Hetelle,CFP's Chase Investment Services Corporation Experience August 2009 - Present
Job Financial Advisor at Chase Investment Services Corp.
Industry Investment Management
Experience
Chase Investment Services Corporation August 2009 - Present
Royal Alliance Associates October 2004 - August 2009
John Hancock Life Insurance Company (U.S.A.) January 2000 - October 2004
Chase Vista Funds a subsidiary of JPMorgan Chase October 1998 - January 2000
Security Benefit February 1993 - October 1998
Education
California State University-Northridge 1981 — 1986
William S. Hart Senior High School 1975 — 1981
Chase Investment Services Corporation August 2009 - Present
Royal Alliance Associates October 2004 - August 2009
John Hancock Life Insurance Company (U.S.A.) January 2000 - October 2004
Chase Vista Funds a subsidiary of JPMorgan Chase October 1998 - January 2000
Security Benefit February 1993 - October 1998
Education
California State University-Northridge 1981 — 1986
William S. Hart Senior High School 1975 — 1981
Kyle Liepelt Kyle Liepelt's Chase Investment Services Corporation Experience 2006 - 2008
Job Senior Conflicts Specialist at WilmerHale
Industry Law Practice
Experience
WilmerHale October 2012 - Present
LexisNexis 2008 - 2012
Chase Investment Services Corporation 2006 - 2008
Ameriprise Financial 1999 - 2005
Greene County Children's Services Board 1997 - 1999
Skills
Strategic Planning, Training, Leadership, Teaching, Management, Coaching, Research, Marketing Strategy, Microsoft Office, Staff Development, Sales, Team Building, Risk Management, Analysis, New Business Development, Data Analysis, Small Business, CRM, Microsoft Word, Team Leadership, Networking, Project Management, Finance
Education
Miami University
Business, Psychology
Wright State University
BA, Psychology
WilmerHale October 2012 - Present
LexisNexis 2008 - 2012
Chase Investment Services Corporation 2006 - 2008
Ameriprise Financial 1999 - 2005
Greene County Children's Services Board 1997 - 1999
Skills
Strategic Planning, Training, Leadership, Teaching, Management, Coaching, Research, Marketing Strategy, Microsoft Office, Staff Development, Sales, Team Building, Risk Management, Analysis, New Business Development, Data Analysis, Small Business, CRM, Microsoft Word, Team Leadership, Networking, Project Management, Finance
Education
Miami University
Business, Psychology
Wright State University
BA, Psychology
John S. Chan's Chase Investment Services Corporation Experience August 2009 - April 2011
Job Vice President, Business Banking Client Manager at Bank of America
Industry Banking
Experience
Bank of America August 2015 - Present
HSBC June 2013 - July 2015
Wells Fargo Bank April 2011 - June 2013
Chase Investment Services Corporation August 2009 - April 2011
JP Morgan Chase August 2009 - April 2011
Envision Lending Group November 2007 - December 2008
Clearwater Funding New York Inc. July 2006 - October 2007
Clearwater Funding Group Inc. May 2004 - June 2006
Sunset Mortgage Company LP March 2003 - April 2004
Deloitte June 2000 - March 2002
Skills
Loans, Cash Flow Analysis, Formal Credit Trained, Credit, Finance, Risk Management, Mortgage Lending, Financial Risk, Financial Services, Loan Origination, Commercial Lending, Small Business Lending, Credit Analysis, Commercial Banking, Banking, Cash Management, Commercial Real Estate, Lines Of Credit, Credit Risk, Treasury Management, Asset Based Lending, Commercial Mortgages, Relationship Management, Retail Banking, Mortgage Banking, Financial Analysis, Cash Flow
Education
Baruch College, City University of New York (CUNY)
BBA, Real Estate Investment
Bank of America August 2015 - Present
HSBC June 2013 - July 2015
Wells Fargo Bank April 2011 - June 2013
Chase Investment Services Corporation August 2009 - April 2011
JP Morgan Chase August 2009 - April 2011
Envision Lending Group November 2007 - December 2008
Clearwater Funding New York Inc. July 2006 - October 2007
Clearwater Funding Group Inc. May 2004 - June 2006
Sunset Mortgage Company LP March 2003 - April 2004
Deloitte June 2000 - March 2002
Skills
Loans, Cash Flow Analysis, Formal Credit Trained, Credit, Finance, Risk Management, Mortgage Lending, Financial Risk, Financial Services, Loan Origination, Commercial Lending, Small Business Lending, Credit Analysis, Commercial Banking, Banking, Cash Management, Commercial Real Estate, Lines Of Credit, Credit Risk, Treasury Management, Asset Based Lending, Commercial Mortgages, Relationship Management, Retail Banking, Mortgage Banking, Financial Analysis, Cash Flow
Education
Baruch College, City University of New York (CUNY)
BBA, Real Estate Investment
Lucas Perkins Lucas Perkins's Chase Investment Services Corporation Experience August 2005 - January 2011
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC 2011 - Present
Electio Investments February 2011 - September 2011
Rainmaker Securities February 2011 - September 2011
Chase Investment Services Corporation August 2005 - January 2011
Skills
Fixed Income, Asset Allocation, Alternative Investments, Private Equity, Equities, Securities, Investments, Series 7, Asset Managment, Uniform Combined State..., Investment Strategies, Wealth Management..., Retirement, Wealth Management, Valuation, Mutual Funds, Portfolio Management, Retirement Planning, Series 65, Series 63, Investment Advisory, Strategic Financial..., Hedge Funds, 401k, Financial Advisory, IRAs, Estate Planning, Insurance, Financial Markets, Finance, Investment Management, Life Insurance, Bonds, Financial Modeling, Financial Services, Fixed Annuities, Bloomberg, Derivatives, Funding, Loans, Mortgage Lending
Education
University of Iowa 2000 — 2004
Communitcation, Business
VALIC 2011 - Present
Electio Investments February 2011 - September 2011
Rainmaker Securities February 2011 - September 2011
Chase Investment Services Corporation August 2005 - January 2011
Skills
Fixed Income, Asset Allocation, Alternative Investments, Private Equity, Equities, Securities, Investments, Series 7, Asset Managment, Uniform Combined State..., Investment Strategies, Wealth Management..., Retirement, Wealth Management, Valuation, Mutual Funds, Portfolio Management, Retirement Planning, Series 65, Series 63, Investment Advisory, Strategic Financial..., Hedge Funds, 401k, Financial Advisory, IRAs, Estate Planning, Insurance, Financial Markets, Finance, Investment Management, Life Insurance, Bonds, Financial Modeling, Financial Services, Fixed Annuities, Bloomberg, Derivatives, Funding, Loans, Mortgage Lending
Education
University of Iowa 2000 — 2004
Communitcation, Business
Al Velasco's Chase Investment Services Corporation Experience July 2011 - October 2012
Job Private Banker Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2015 - Present
Union Bank November 2014 - February 2015
JPMorgan Chase Bank, N.A. October 2012 - August 2014
Chase Investment Services Corporation July 2011 - October 2012
Chase June 2010 - July 2011
Merrill Lynch March 2010 - April 2010
Charles Schwab October 2007 - May 2009
American Equity Mortgage February 2007 - October 2007
NovaStar Mortgage January 2007 - February 2007
Equity Consultants, LLC February 2006 - January 2007
Education
Ball State University 1997 — 2001
BA, Criminal Justice, Spanish
Ball State University 1997 — 2001
Bachelor of Arts, Criminal Justice
Wells Fargo February 2015 - Present
Union Bank November 2014 - February 2015
JPMorgan Chase Bank, N.A. October 2012 - August 2014
Chase Investment Services Corporation July 2011 - October 2012
Chase June 2010 - July 2011
Merrill Lynch March 2010 - April 2010
Charles Schwab October 2007 - May 2009
American Equity Mortgage February 2007 - October 2007
NovaStar Mortgage January 2007 - February 2007
Equity Consultants, LLC February 2006 - January 2007
Education
Ball State University 1997 — 2001
BA, Criminal Justice, Spanish
Ball State University 1997 — 2001
Bachelor of Arts, Criminal Justice
Carlos Tormos Carlos Tormos's Chase Investment Services Corporation Experience December 2005 - December 2013
Job Experienced Personal Banker
Industry Banking
Experience
Chase Investment Services Corporation December 2005 - December 2013
Chase Investment Services Corporation December 2005 - December 2013
Wireless September 2002 - April 2006
Cingular Wireless/ AT&T Wireless September 2002 - April 2005
Sears Connect September 2000 - November 2002
Skills
Telecommunications, Accounts Receivable, Mobile Devices, Finance, Networking, Customer Service, Accounts Payable, Banking, Training, Investments, Leadership, Sales, Management, Team Leadership, New Business Development
Education
Century 21 Real Estate School
Commonwealth High School
Interamerican University of Puerto Rico
SW Florida College
Associates Degree, Computer Network Engineer
Southwest Florida College
Associates
University of Florida
BA, Computer Science
academia adventista
Chase Investment Services Corporation December 2005 - December 2013
Chase Investment Services Corporation December 2005 - December 2013
Wireless September 2002 - April 2006
Cingular Wireless/ AT&T Wireless September 2002 - April 2005
Sears Connect September 2000 - November 2002
Skills
Telecommunications, Accounts Receivable, Mobile Devices, Finance, Networking, Customer Service, Accounts Payable, Banking, Training, Investments, Leadership, Sales, Management, Team Leadership, New Business Development
Education
Century 21 Real Estate School
Commonwealth High School
Interamerican University of Puerto Rico
SW Florida College
Associates Degree, Computer Network Engineer
Southwest Florida College
Associates
University of Florida
BA, Computer Science
academia adventista
Lindsay Tackett's Chase Investment Services Corporation Experience May 2003 - August 2008
Job Senior Managing Director, Fidelity Advisor 401k Relationship Management
Industry Investment Management
Experience
Fidelity Investments August 2008 - Present
Chase Investment Services Corporation May 2003 - August 2008
Skills
Mutual Funds, Series 7, Series 63, Investments, Asset Management, Portfolio Management, Retirement, Equities, Retirement Planning, Marketing, Sales, Business Development, Account Management, Customer Service, Asset Allocation
Education
Baylor University - Hankamer School of Business 1999 — 2003
BBA, International Business and Marketing
Fidelity Investments August 2008 - Present
Chase Investment Services Corporation May 2003 - August 2008
Skills
Mutual Funds, Series 7, Series 63, Investments, Asset Management, Portfolio Management, Retirement, Equities, Retirement Planning, Marketing, Sales, Business Development, Account Management, Customer Service, Asset Allocation
Education
Baylor University - Hankamer School of Business 1999 — 2003
BBA, International Business and Marketing
Joshua Strouse Joshua Strouse's Chase Investment Services Corporation Experience May 2006 - October 2011
Job Owner Financial Advisor PG Financial
Industry Financial Services
Experience
PG Financial January 2015 - Present
Strouse International Ltd. December 2011 - Present
The Investment Center at FirstMerit Bank & LPL Financial October 2011 - December 2014
Chase Investment Services Corporation May 2006 - October 2011
Enterprise Rent-A-Car 2003 - 2006
Ohio University 1999 - 2003
Skills
Portfolio Management, Mutual Funds, Strategic Financial..., Finance, Risk Management, Banking, Asset Allocation, Financial Planning, Real Estate Investor, Property Management, Sales, Retirement Planning, Investment Strategies, Series 7, Series 65, Series 63, Life Insurance, Health Insurance, 401k Rollovers, Benefit Plan..., Alternative Investments, Commercial Lending
Education
Mount Vernon Nazarene University 2009 — 2011
MBA, Finance
Ohio University 1998 — 2003
Bachelors, Marketing, Interpersonal Communication
PG Financial January 2015 - Present
Strouse International Ltd. December 2011 - Present
The Investment Center at FirstMerit Bank & LPL Financial October 2011 - December 2014
Chase Investment Services Corporation May 2006 - October 2011
Enterprise Rent-A-Car 2003 - 2006
Ohio University 1999 - 2003
Skills
Portfolio Management, Mutual Funds, Strategic Financial..., Finance, Risk Management, Banking, Asset Allocation, Financial Planning, Real Estate Investor, Property Management, Sales, Retirement Planning, Investment Strategies, Series 7, Series 65, Series 63, Life Insurance, Health Insurance, 401k Rollovers, Benefit Plan..., Alternative Investments, Commercial Lending
Education
Mount Vernon Nazarene University 2009 — 2011
MBA, Finance
Ohio University 1998 — 2003
Bachelors, Marketing, Interpersonal Communication
Garlan White Garlan White's Chase Investment Services Corporation Experience September 2009 - September 2010
Job Associate Wealth Manager at Bellingrath Wealth Management
Industry Financial Services
Experience
Bellingrath Wealth Management September 2010 - Present
Where Ya' Rack? - A project of Young Leadership Council 2009 - Present
Chase Investment Services Corporation September 2009 - September 2010
Merrill Lynch May 2008 - June 2009
Blanchard and Company September 2007 - April 2008
Merrill Lynch January 2007 - May 2007
Arthur J. Gallagher & Co. June 2006 - August 2006
Skills
Series 7, Licensed Life & Health..., Retirement Planning, Wealth Management, Investments, Insurance, Investment Advisory, Mutual Funds, Series 66
Education
Loyola University New Orleans 2004 — 2008
BBA, Finance & Economics
Loyola University Maryland 2005 — 2005
Bellingrath Wealth Management September 2010 - Present
Where Ya' Rack? - A project of Young Leadership Council 2009 - Present
Chase Investment Services Corporation September 2009 - September 2010
Merrill Lynch May 2008 - June 2009
Blanchard and Company September 2007 - April 2008
Merrill Lynch January 2007 - May 2007
Arthur J. Gallagher & Co. June 2006 - August 2006
Skills
Series 7, Licensed Life & Health..., Retirement Planning, Wealth Management, Investments, Insurance, Investment Advisory, Mutual Funds, Series 66
Education
Loyola University New Orleans 2004 — 2008
BBA, Finance & Economics
Loyola University Maryland 2005 — 2005
Lisa Glowacka Lisa Glowacka's Chase Investment Services Corporation Experience April 2002 - May 2007
Job Client Relationship Manager at Morrell & Associates
Industry Financial Services
Experience
Morrell & Associates August 2007 - Present
East Valley Moms Blog August 2013 - Present
New Homes Advisory, Inc. March 2007 - November 2009
Chase Investment Services Corporation April 2002 - May 2007
Bank of America June 2001 - February 2002
Mutual of New York Life Insurance Company June 2000 - March 2001
Skills
Sales, Management, Marketing, Banking, Financial Services, Leadership, Customer Retention, Credit, Business Development, Finance, CRM, Social Media Marketing, Event Planning, Office Administration, Accounts Receivable, Manage Client..., Client Presentation, Investment Advisory, Events Coordination, Marketing Strategy, Marketing Communications, Real Estate Transactions, Social Media Blogging, Account Management, Team Management, Portfolio Management, Investments, Event Management, Office Management, Financial Advisory, Relationship Management, Series 7, Mutual Funds, Wealth Management, Retirement Planning, Series 63, Securities, Asset Management, Customer Service, Microsoft Office, QuickBooks, Albridge Wealth..., Travel Management, Social Media, New Business Development, Client Development, Email Marketing
Education
Arizona State University 1997 — 2000
Interdisciplinary Studies, Business and Communications
Arizona State University
Bachelor of Interdisciplinary Studies, General Business and Communications
Morrell & Associates August 2007 - Present
East Valley Moms Blog August 2013 - Present
New Homes Advisory, Inc. March 2007 - November 2009
Chase Investment Services Corporation April 2002 - May 2007
Bank of America June 2001 - February 2002
Mutual of New York Life Insurance Company June 2000 - March 2001
Skills
Sales, Management, Marketing, Banking, Financial Services, Leadership, Customer Retention, Credit, Business Development, Finance, CRM, Social Media Marketing, Event Planning, Office Administration, Accounts Receivable, Manage Client..., Client Presentation, Investment Advisory, Events Coordination, Marketing Strategy, Marketing Communications, Real Estate Transactions, Social Media Blogging, Account Management, Team Management, Portfolio Management, Investments, Event Management, Office Management, Financial Advisory, Relationship Management, Series 7, Mutual Funds, Wealth Management, Retirement Planning, Series 63, Securities, Asset Management, Customer Service, Microsoft Office, QuickBooks, Albridge Wealth..., Travel Management, Social Media, New Business Development, Client Development, Email Marketing
Education
Arizona State University 1997 — 2000
Interdisciplinary Studies, Business and Communications
Arizona State University
Bachelor of Interdisciplinary Studies, General Business and Communications
Hector Contreras Hector Contreras's Chase Investment Services Corporation Experience May 2008 - January 2011
Job International Wealth Management Advisor
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Citigroup December 2010 - May 2014
Chase Investment Services Corporation May 2008 - January 2011
Merrill Lynch January 2005 - March 2008
Skills
Equities, Finance, Financial Analysis, Fixed Income, Investment Banking, Investments, Portfolio Management, Series 7, Strategy, Wealth Management, Banking, Financial Modeling, Capital Markets, Emerging Markets, Financial Services
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey 1991 — 1996
Bachelor's degree, International Relations and Affairs
Morgan Stanley May 2014 - Present
Citigroup December 2010 - May 2014
Chase Investment Services Corporation May 2008 - January 2011
Merrill Lynch January 2005 - March 2008
Skills
Equities, Finance, Financial Analysis, Fixed Income, Investment Banking, Investments, Portfolio Management, Series 7, Strategy, Wealth Management, Banking, Financial Modeling, Capital Markets, Emerging Markets, Financial Services
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey 1991 — 1996
Bachelor's degree, International Relations and Affairs
Deanna Bannister-Walker Deanna Bannister-Walker's Chase Investment Services Corporation Experience 2006 - 2009
Job Operations Management
Industry Financial Services
Experience
JPMorgan Chase 2014 - Present
JPMorgan Chase 2013 - 2014
JPMorgan Chase 2011 - 2013
JP Morgan Chase 2009 - 2012
Chase Investment Services Corporation 2006 - 2009
Citigroup 1998 - 2006
Smith Barney 1995 - 1998
(former) First Fidelity Bancorporation 1991 - 1995
Federal Reserve Bank of New York July 1985 - June 1991
Skills
Financial Services, Fixed Income, Banking, Program Management, Capital Markets, Equities, Financial Analysis, Management, Portfolio Management, Risk Management, Securities, Business Analysis, Process Improvement, Relationship Management, Strategy, Finance, Leadership, Investments
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1989 — 1991
Master of Business Administration (MBA), Finance, General
Brandeis University 1981 — 1985
Bachelor of Arts (B.A.), Economics
JPMorgan Chase 2014 - Present
JPMorgan Chase 2013 - 2014
JPMorgan Chase 2011 - 2013
JP Morgan Chase 2009 - 2012
Chase Investment Services Corporation 2006 - 2009
Citigroup 1998 - 2006
Smith Barney 1995 - 1998
(former) First Fidelity Bancorporation 1991 - 1995
Federal Reserve Bank of New York July 1985 - June 1991
Skills
Financial Services, Fixed Income, Banking, Program Management, Capital Markets, Equities, Financial Analysis, Management, Portfolio Management, Risk Management, Securities, Business Analysis, Process Improvement, Relationship Management, Strategy, Finance, Leadership, Investments
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1989 — 1991
Master of Business Administration (MBA), Finance, General
Brandeis University 1981 — 1985
Bachelor of Arts (B.A.), Economics
Jeff Sharman CFP® Jeff Sharman CFP®'s Chase Investment Services Corporation Experience March 1998 - January 2012
Job Partner at Liftbridge Financial Advisors
Industry Investment Management
Experience
LiftBridge Financial Advisors - An Independent Firm January 2012 - Present
Raymond James Financial Services, Inc Member FINRA/SIPC January 2012 - Present
Chase Investment Services Corporation March 1998 - January 2012
Skills
Strategic Financial..., Investments, Retirement, Estate Planning, Financial Advisory, Securities
Education
University at Buffalo 1987 — 1991
BA, Economics
LiftBridge Financial Advisors - An Independent Firm January 2012 - Present
Raymond James Financial Services, Inc Member FINRA/SIPC January 2012 - Present
Chase Investment Services Corporation March 1998 - January 2012
Skills
Strategic Financial..., Investments, Retirement, Estate Planning, Financial Advisory, Securities
Education
University at Buffalo 1987 — 1991
BA, Economics
Bill Bohney Bill Bohney's Chase Investment Services Corporation Experience October 1997 - April 2012
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC January 2014 - Present
Huntington Investment Company April 2012 - January 2014
Chase Investment Services Corporation October 1997 - April 2012
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Series 7, Estate Planning, Retirement, Mutual Funds, Investment Advisory, Fixed Annuities, Asset Allocation, Portfolio Management, Financial Advisory, Uniform Combined State..., Investment Strategies, Asset Managment, Insurance, Securities, IRAs, Series 63, Series 24, 401k Rollovers, Variable Annuities, Saving for Education, Equities, Fixed Income, Life Insurance, Alternative Investments, Bonds, ETFs, Investment Management, High Net Worth..., Wealth Management..., Series 65, 401k, Series 6, Financial Services, Long Term Care Insurance, Long-term Care, Separately Managed..., Term Life Insurance, Relationship Management
Education
Hanover College 1992 — 1996
Homestead High School 1988 — 1992
VALIC January 2014 - Present
Huntington Investment Company April 2012 - January 2014
Chase Investment Services Corporation October 1997 - April 2012
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Series 7, Estate Planning, Retirement, Mutual Funds, Investment Advisory, Fixed Annuities, Asset Allocation, Portfolio Management, Financial Advisory, Uniform Combined State..., Investment Strategies, Asset Managment, Insurance, Securities, IRAs, Series 63, Series 24, 401k Rollovers, Variable Annuities, Saving for Education, Equities, Fixed Income, Life Insurance, Alternative Investments, Bonds, ETFs, Investment Management, High Net Worth..., Wealth Management..., Series 65, 401k, Series 6, Financial Services, Long Term Care Insurance, Long-term Care, Separately Managed..., Term Life Insurance, Relationship Management
Education
Hanover College 1992 — 1996
Homestead High School 1988 — 1992
Jonathan Dowdy Jonathan Dowdy's Chase Investment Services Corporation Experience November 2011 - Present
Job Liscensed Personal Banker at Chase Investment Services Corporation
Industry Financial Services
Experience
Chase Investment Services Corporation November 2011 - Present
First Investors February 2011 - November 2011
LaSalle Bank N.A March 2006 - August 2008
Skills
Financial Analysis, Financial Reporting, Investment Banking, Capital Markets
Education
Bates College 2005 — 2009
Bachelor of Arts (B.A.), Economics
Chase Investment Services Corporation November 2011 - Present
First Investors February 2011 - November 2011
LaSalle Bank N.A March 2006 - August 2008
Skills
Financial Analysis, Financial Reporting, Investment Banking, Capital Markets
Education
Bates College 2005 — 2009
Bachelor of Arts (B.A.), Economics
Henry Giguere's Chase Investment Services Corporation Experience June 2009 - Present
Job LICENSED BANKER
Industry Financial Services
Experience
CHASE INVESTMENT SERVICES CORPORATION June 2009 - Present
Education
University of Nevada-Las Vegas 1999 — 2000
CHASE INVESTMENT SERVICES CORPORATION June 2009 - Present
Education
University of Nevada-Las Vegas 1999 — 2000
H. Eddie Nabiel's Chase Investment Services Corporation Experience November 2008 - May 2012
Job Private Client Advisor at J.P.Morgan Chase Bank NA,
Industry Financial Services
Experience
J.P.Morgan Chase Bank NA May 2012 - Present
Chase Investment Services Corporation November 2008 - May 2012
International Renewable Energy Organization April 2008 - October 2008
Morgan Stanley November 2007 - May 2008
5 Continents Industries a.s. 2003 - November 2007
Northside Imports, Inc. 2002 - November 2007
Education
City University of New York City College 1998 — 2002
B.S., Engineering, Computer Science
City University of New York City College 1992 — 1996
B.A., Industrial/Organizational Psychology
J.P.Morgan Chase Bank NA May 2012 - Present
Chase Investment Services Corporation November 2008 - May 2012
International Renewable Energy Organization April 2008 - October 2008
Morgan Stanley November 2007 - May 2008
5 Continents Industries a.s. 2003 - November 2007
Northside Imports, Inc. 2002 - November 2007
Education
City University of New York City College 1998 — 2002
B.S., Engineering, Computer Science
City University of New York City College 1992 — 1996
B.A., Industrial/Organizational Psychology
Russell Snow's Chase Investment Services Corporation Experience October 2007 - August 2010
Job Internal Wholesaler at Morningstar Investment Services, Inc.
Industry Investment Management
Experience
Morningstar Investment Services, Inc. March 2012 - Present
Genworth Financial Wealth Management August 2010 - March 2012
Chase Investment Services Corporation October 2007 - August 2010
JPMorgan Chase August 2006 - October 2007
Education
Governors State University 2000 — 2005
Morningstar Investment Services, Inc. March 2012 - Present
Genworth Financial Wealth Management August 2010 - March 2012
Chase Investment Services Corporation October 2007 - August 2010
JPMorgan Chase August 2006 - October 2007
Education
Governors State University 2000 — 2005
Daniel J. Cazac, MBA, CFP®'s Chase Investment Services Corporation Experience 2009 - August 2012
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
Salvador Vidrio's Chase Investment Services Corporation Experience August 2009 - March 2011
Job Financial Advisor, CUSO Financial Services L.P. at Los Angeles Police Federal Credit Union (LAPFCU)
Industry Financial Services
Experience
Los Angeles Police Federal Credit Union (LAPFCU) August 2015 - Present
HSBC March 2011 - Present
Chase Investment Services Corporation August 2009 - March 2011
Merrill Lynch 2007 - 2009
Skills
Portfolio Management, Wealth Management, Credit, Investments, Strategic Financial..., Retirement Planning, Banking, Asset Management, Finance, Financial Services, Risk Management, Mutual Funds, Equities, Series 7, Investment Strategies, Investment Advisory, Securities, Series 66, Life Insurance
Education
University of Southern California 2002 — 2004
Bachelor's degree, Accounting and Finance
Los Angeles Police Federal Credit Union (LAPFCU) August 2015 - Present
HSBC March 2011 - Present
Chase Investment Services Corporation August 2009 - March 2011
Merrill Lynch 2007 - 2009
Skills
Portfolio Management, Wealth Management, Credit, Investments, Strategic Financial..., Retirement Planning, Banking, Asset Management, Finance, Financial Services, Risk Management, Mutual Funds, Equities, Series 7, Investment Strategies, Investment Advisory, Securities, Series 66, Life Insurance
Education
University of Southern California 2002 — 2004
Bachelor's degree, Accounting and Finance
John- Claude Acampa, CFP®'s Chase Investment Services Corporation Experience June 2009 - March 2011
Job Wealth Advice Center Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. April 2011 - Present
Chase Investment Services Corporation June 2009 - March 2011
TD Ameritrade November 2004 - June 2009
Education
Fordham University - Graduate School of Business Administration 2011 — 2015
Master of Business Administration (M.B.A.), Finance, General
Fairfield University 1998 — 2002
Bachelor of Science, Marketing
UBS Financial Services Inc. April 2011 - Present
Chase Investment Services Corporation June 2009 - March 2011
TD Ameritrade November 2004 - June 2009
Education
Fordham University - Graduate School of Business Administration 2011 — 2015
Master of Business Administration (M.B.A.), Finance, General
Fairfield University 1998 — 2002
Bachelor of Science, Marketing
Jay LaRusso's Chase Investment Services Corporation Experience September 2009 - April 2010
Job Principal Examiner at FINRA
Industry Financial Services
Experience
FINRA April 2010 - Present
Chase Investment Services Corporation September 2009 - April 2010
Charles Schwab July 2007 - October 2009
American Stock Exchange May 2004 - May 2007
Bank of America June 1996 - May 2004
Skills
Investments, Securities, Equities, Fixed Income, Capital Markets, Hedge Funds, Asset Management, Financial Services, Risk Management
Education
Lehigh University 1992 — 1996
B.S., Finance
Lehigh University - College of Business and Economics 1992 — 1996
Bachelor of Science, Finance
FINRA April 2010 - Present
Chase Investment Services Corporation September 2009 - April 2010
Charles Schwab July 2007 - October 2009
American Stock Exchange May 2004 - May 2007
Bank of America June 1996 - May 2004
Skills
Investments, Securities, Equities, Fixed Income, Capital Markets, Hedge Funds, Asset Management, Financial Services, Risk Management
Education
Lehigh University 1992 — 1996
B.S., Finance
Lehigh University - College of Business and Economics 1992 — 1996
Bachelor of Science, Finance
Dana Hoernschemeyer's Chase Investment Services Corporation Experience May 2010 - December 2011
Job Store Manager for New York and Company
Industry Retail
Experience
New York & Company May 2015 - Present
Gene B. Glick Co. May 2012 - May 2015
Chase Investment Services Corporation May 2010 - December 2011
Nine West Group December 2005 - May 2010
New York & Company April 2002 - December 2005
Skills
Customer Service, Loss Prevention, Retail, Sales, Team Building, Visual Merchandising, Training
Education
University of Phoenix 2011 — 2012
Elementary Education and Teaching
Southern Illinois University, Carbondale 2002 — 2004
B.S., Fashion Design and Merchandising
St Charles Borromeo
New York & Company May 2015 - Present
Gene B. Glick Co. May 2012 - May 2015
Chase Investment Services Corporation May 2010 - December 2011
Nine West Group December 2005 - May 2010
New York & Company April 2002 - December 2005
Skills
Customer Service, Loss Prevention, Retail, Sales, Team Building, Visual Merchandising, Training
Education
University of Phoenix 2011 — 2012
Elementary Education and Teaching
Southern Illinois University, Carbondale 2002 — 2004
B.S., Fashion Design and Merchandising
St Charles Borromeo
Molly (Taylor) Gullman's Chase Investment Services Corporation Experience November 2006 - October 2011
Job Vice President, Senior Client Advisor at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking March 2015 - Present
BMO Harris Private Banking August 2013 - March 2015
J.P. Morgan Private Bank October 2010 - August 2013
Chase Investment Services Corporation November 2006 - October 2011
Skills
Investments, Series 7, Alternative Investments, Series 63, Hedge Funds, Investment Strategies, Equities, Fixed Income, Asset Allocation, Bloomberg, Securities, Private Equity, Mutual Funds, New Business Development, Financial Planning
Education
Purdue University 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
BMO Private Banking March 2015 - Present
BMO Harris Private Banking August 2013 - March 2015
J.P. Morgan Private Bank October 2010 - August 2013
Chase Investment Services Corporation November 2006 - October 2011
Skills
Investments, Series 7, Alternative Investments, Series 63, Hedge Funds, Investment Strategies, Equities, Fixed Income, Asset Allocation, Bloomberg, Securities, Private Equity, Mutual Funds, New Business Development, Financial Planning
Education
Purdue University 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Darrin Kozak's Chase Investment Services Corporation Experience May 2010 - June 2012
Job Charles Dunn Company
Industry Commercial Real Estate
Experience
Charles Dunn Company June 2015 - Present
Electrical Manufacturers Credit Bureau November 2013 - May 2015
Chase Investment Services Corporation May 2010 - June 2012
Wescom Credit Union November 2004 - February 2010
Wedbush Morgan Securities January 1999 - January 2004
Wells Fargo Securities January 1998 - January 1999
Chicago Mercantile Exchange January 1995 - January 1998
Skills
Portfolio Management, Equities, Investments, Asset Managment, Fixed Income, Securities, Series 7, Investment Banking, Risk Management, Options, Bloomberg, Trading, Mutual Funds, Financial Markets, Credit, Small Business Lending, Finance, Series 63, Series 65, CA Insurance License, Asset Management, Retirement, Private Equity, Mortgage Lending
Education
University of Illinois at Urbana-Champaign 1990 — 1994
BA, Economics
Charles Dunn Company June 2015 - Present
Electrical Manufacturers Credit Bureau November 2013 - May 2015
Chase Investment Services Corporation May 2010 - June 2012
Wescom Credit Union November 2004 - February 2010
Wedbush Morgan Securities January 1999 - January 2004
Wells Fargo Securities January 1998 - January 1999
Chicago Mercantile Exchange January 1995 - January 1998
Skills
Portfolio Management, Equities, Investments, Asset Managment, Fixed Income, Securities, Series 7, Investment Banking, Risk Management, Options, Bloomberg, Trading, Mutual Funds, Financial Markets, Credit, Small Business Lending, Finance, Series 63, Series 65, CA Insurance License, Asset Management, Retirement, Private Equity, Mortgage Lending
Education
University of Illinois at Urbana-Champaign 1990 — 1994
BA, Economics
Jason G Olivo's Chase Investment Services Corporation Experience August 2003 - October 2011
Job Private Client Advisor at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Chase Bank NA August 2011 - Present
Chase Investment Services Corporation August 2003 - October 2011
Prudential Special Accounts January 2001 - May 2003
Education
Syracuse University 1991 — 1995
BS, INFORMATION TECH AND BUSINESS PROJECT MANAGEMENT
Cardinal Hayes High School 1988 — 1991
J.P. Morgan Chase Bank NA August 2011 - Present
Chase Investment Services Corporation August 2003 - October 2011
Prudential Special Accounts January 2001 - May 2003
Education
Syracuse University 1991 — 1995
BS, INFORMATION TECH AND BUSINESS PROJECT MANAGEMENT
Cardinal Hayes High School 1988 — 1991
Brandon Dixon- James, CFP's Chase Investment Services Corporation Experience January 2010 - January 2013
Job CERTIFIED FINANCIAL PLANNER (TM) Professional, NWF Advisory
Industry Financial Services
Experience
NWF Advisory January 2013 - Present
Chase Investment Services Corporation January 2010 - January 2013
Citi August 2008 - January 2010
Washington Mutual, Inc. January 2007 - August 2008
Prudential Financial May 2004 - January 2007
Skills
Wealth Management, Series 7, Retirement Planning, Mutual Funds, Strategic Financial..., Investments, Estate Planning, Insurance, Financial Services, Wealth, Asset Allocation, Finance, Investment Advisory, Financial Advisory, Financial Planning, Series 63, Portfolio Management, Management, Investment Strategies
Education
University of California, Los Angeles 2013 — 2014
Personal Financial Planner Certificate
California State University-Fresno 1998 — 2004
Bachelor of Science, Finance
NWF Advisory January 2013 - Present
Chase Investment Services Corporation January 2010 - January 2013
Citi August 2008 - January 2010
Washington Mutual, Inc. January 2007 - August 2008
Prudential Financial May 2004 - January 2007
Skills
Wealth Management, Series 7, Retirement Planning, Mutual Funds, Strategic Financial..., Investments, Estate Planning, Insurance, Financial Services, Wealth, Asset Allocation, Finance, Investment Advisory, Financial Advisory, Financial Planning, Series 63, Portfolio Management, Management, Investment Strategies
Education
University of California, Los Angeles 2013 — 2014
Personal Financial Planner Certificate
California State University-Fresno 1998 — 2004
Bachelor of Science, Finance
Jerry Trybus's Chase Investment Services Corporation Experience 2008 - 2010
Job Business Operations Manager at Cisco
Industry Information Technology and Services
Experience
Cisco October 2014 - Present
Bardess Group August 2010 - September 2014
Chase Investment Services Corporation 2008 - 2010
Merrill Lynch June 2007 - June 2008
Morgan Stanley April 2005 - May 2007
Motorola March 1998 - September 2003
Education
University of Detroit Mercy
Bachelor of Science, Marketing
Cisco October 2014 - Present
Bardess Group August 2010 - September 2014
Chase Investment Services Corporation 2008 - 2010
Merrill Lynch June 2007 - June 2008
Morgan Stanley April 2005 - May 2007
Motorola March 1998 - September 2003
Education
University of Detroit Mercy
Bachelor of Science, Marketing
Adam Fromson's Chase Investment Services Corporation Experience January 2011 - July 2013
Job Advertising Account Manager at Angie's List
Industry Marketing and Advertising
Experience
Angie's List August 2014 - Present
Carrington Mortgage Services July 2013 - August 2014
Chase Investment Services Corporation January 2011 - July 2013
David A. Noyes & Co. November 2008 - January 2011
Morgan Stanley November 2007 - November 2008
Skills
Portfolio Management, Series 7, Investments, Retirement Planning, Wealth Management, Strategic Financial..., Mutual Funds, Asset Allocation, Investment Advisory, Retirement, Financial Analysis, Insurance, Estate Planning, Asset Management, IRAs, Investment Strategies, Investment Management, Customer Service, Strategic Planning, Leadership
Education
University of California, Davis 1997 — 2002
Bachelor of Arts, Psychology
Angie's List August 2014 - Present
Carrington Mortgage Services July 2013 - August 2014
Chase Investment Services Corporation January 2011 - July 2013
David A. Noyes & Co. November 2008 - January 2011
Morgan Stanley November 2007 - November 2008
Skills
Portfolio Management, Series 7, Investments, Retirement Planning, Wealth Management, Strategic Financial..., Mutual Funds, Asset Allocation, Investment Advisory, Retirement, Financial Analysis, Insurance, Estate Planning, Asset Management, IRAs, Investment Strategies, Investment Management, Customer Service, Strategic Planning, Leadership
Education
University of California, Davis 1997 — 2002
Bachelor of Arts, Psychology
Timothy Bouslog's Chase Investment Services Corporation Experience March 2010 - June 2012
Job Private Client Advisor, JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
Chase Investments January 2014 - Present
Chase Investment Services Corporation March 2010 - June 2012
PNC Investments April 2005 - March 2010
Charles Schwab April 1997 - December 2001
Education
Indiana Wesleyan University
MBA, Business Administration and Management, General
Purdue University
Bachelor of Science (BS), Business Administration and Management, General
Chase Investments January 2014 - Present
Chase Investment Services Corporation March 2010 - June 2012
PNC Investments April 2005 - March 2010
Charles Schwab April 1997 - December 2001
Education
Indiana Wesleyan University
MBA, Business Administration and Management, General
Purdue University
Bachelor of Science (BS), Business Administration and Management, General
Norma Benanzer's Chase Investment Services Corporation Experience June 1997 - Present
Job
Industry Financial Services
Experience
Chase Investment Services Corporation June 1997 - Present
Education
University of Findlay
Bachelor's degree, Business Administration and Management, General
Chase Investment Services Corporation June 1997 - Present
Education
University of Findlay
Bachelor's degree, Business Administration and Management, General
Francesko Kristovich's Chase Investment Services Corporation Experience March 2010 - September 2012
Job Private Client Advisor at J.P. Morgan Chase Bank N.A.
Industry Investment Management
Experience
J.P. Morgan Chase Bank N.A. September 2012 - Present
Chase Investment Services Corporation March 2010 - September 2012
WaMu Investments May 2008 - March 2010
Wells Fargo Advisors February 2005 - May 2008
Education
San Jose State University 2003 — 2005
Bachelor's degree, Business Administration with a Finance Concentration
Rochester Institute of Technology 2000 — 2002
Associate's degree, Hospitality Tourism/Management
J.P. Morgan Chase Bank N.A. September 2012 - Present
Chase Investment Services Corporation March 2010 - September 2012
WaMu Investments May 2008 - March 2010
Wells Fargo Advisors February 2005 - May 2008
Education
San Jose State University 2003 — 2005
Bachelor's degree, Business Administration with a Finance Concentration
Rochester Institute of Technology 2000 — 2002
Associate's degree, Hospitality Tourism/Management
Tim Dimock, CFP®'s Chase Investment Services Corporation Experience September 2010 - January 2012
Job Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. February 2012 - Present
Chase Investment Services Corporation September 2010 - January 2012
Chase Investment Services Corporation July 2005 - August 2010
Banc One Securities Corporation July 2002 - June 2005
Education
University of Michigan 1989 — 1994
Bachelor of Arts (B.A.), Economics
JPMorgan Chase Bank, N.A. February 2012 - Present
Chase Investment Services Corporation September 2010 - January 2012
Chase Investment Services Corporation July 2005 - August 2010
Banc One Securities Corporation July 2002 - June 2005
Education
University of Michigan 1989 — 1994
Bachelor of Arts (B.A.), Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY