Chase Investments
Description
Address: New York, NY 10018 Phone: (212) 984-6798: Place name: : : : Category: : Hours: : Website: Website: http://www.briarwoodcap.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Briarwood Chase Management LLC Posting publicly on the Web Write a review Reviews Be the first to review
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Chase Investments Employees
Employee
Years
Job
Industry
Chris Ramey Chris Ramey's Chase Investments Experience 2008 - 2010
Job Group and Individual Executive Coaching and Training
Industry Professional Training & Coaching
Experience
Global NLP Training January 2012 - Present
Capstone Affluent Strategies September 2012 - January 2014
The Prudential Insurance Company of America, Newark, NJ August 2011 - September 2012
Chase investments 2008 - 2010
US Banccorp 2003 - 2008
Harborstone Credit Union 2001 - 2003
Skills
Series 24, Wealth Management, Retirement Planning, Mutual Funds, Investment Advisory, Financial Advisory, Retirement, Fixed Annuities, Investments, Securities, Strategic Financial..., Insurance, Financial Services, FINRA, Finance, Asset Allocation, Wealth, Investment Banking, Series 7, Management, Leadership, Financial Analysis, Training
Education
University of Maryland College Park 1996 — 1998
BA, Business Management, IO Psychology
University of Maryland College Park
Bachelor's degree, Business Administration and Management, IO Psychology
Global NLP Training January 2012 - Present
Capstone Affluent Strategies September 2012 - January 2014
The Prudential Insurance Company of America, Newark, NJ August 2011 - September 2012
Chase investments 2008 - 2010
US Banccorp 2003 - 2008
Harborstone Credit Union 2001 - 2003
Skills
Series 24, Wealth Management, Retirement Planning, Mutual Funds, Investment Advisory, Financial Advisory, Retirement, Fixed Annuities, Investments, Securities, Strategic Financial..., Insurance, Financial Services, FINRA, Finance, Asset Allocation, Wealth, Investment Banking, Series 7, Management, Leadership, Financial Analysis, Training
Education
University of Maryland College Park 1996 — 1998
BA, Business Management, IO Psychology
University of Maryland College Park
Bachelor's degree, Business Administration and Management, IO Psychology
Paul Lieu Paul Lieu's Chase Investments Experience 2010 - 2014
Job Wealth Advisor at Palomar Financial Services
Industry Investment Management
Experience
Palomar Financial Services January 2014 - Present
Chase Investments 2010 - 2014
Citi 2006 - 2009
Wells Fargo Investments 2003 - 2006
California Bank & Trust 2001 - 2003
Bank of the West (formerly Sanwa Bank of California) 1997 - 2001
Invest Financial 1994 - 1997
Great Western Bank 1990 - 1994
Skills
Sales, Customer Service, Leadership, Consulting, Marketing, Series 7, Wealth Management, Telemarketing, Investments, Mutual Funds, Series 63, Strategic Financial..., Financial Advisory, Series 65, Series 6, Investment Strategies, Banking, Uniform Combined State..., Fixed Annuities, Investment Advisory, Mortgage Lending, Financial Planning
Education
Fullerton College
Accounting
Fullerton College
accounting
Palomar Financial Services January 2014 - Present
Chase Investments 2010 - 2014
Citi 2006 - 2009
Wells Fargo Investments 2003 - 2006
California Bank & Trust 2001 - 2003
Bank of the West (formerly Sanwa Bank of California) 1997 - 2001
Invest Financial 1994 - 1997
Great Western Bank 1990 - 1994
Skills
Sales, Customer Service, Leadership, Consulting, Marketing, Series 7, Wealth Management, Telemarketing, Investments, Mutual Funds, Series 63, Strategic Financial..., Financial Advisory, Series 65, Series 6, Investment Strategies, Banking, Uniform Combined State..., Fixed Annuities, Investment Advisory, Mortgage Lending, Financial Planning
Education
Fullerton College
Accounting
Fullerton College
accounting
John Kraft CFP® John Kraft CFP®'s Chase Investments Experience May 2003 - November 2012
Job Financial Advisor at Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services November 2012 - Present
Chase Investments May 2003 - November 2012
Skills
Financial Advisory, Series 7, Financial Analysis, Wealth Management, Investments, Mutual Funds, Public Speaking, Strategic Financial..., Asset Allocation, Investment Strategies, Retirement Planning, Finance, Securities, Uniform Combined State..., Estate Planning, Retirement, Investment Advisory, Portfolio Management, Process Improvement, Fixed Annuities
Education
College for Financial Planning 2010 — 2013
Certifed Financial Planner, Certification
Cleveland State University 1991 — 1996
BA, ECON, PSYCH
Raymond James Financial Services November 2012 - Present
Chase Investments May 2003 - November 2012
Skills
Financial Advisory, Series 7, Financial Analysis, Wealth Management, Investments, Mutual Funds, Public Speaking, Strategic Financial..., Asset Allocation, Investment Strategies, Retirement Planning, Finance, Securities, Uniform Combined State..., Estate Planning, Retirement, Investment Advisory, Portfolio Management, Process Improvement, Fixed Annuities
Education
College for Financial Planning 2010 — 2013
Certifed Financial Planner, Certification
Cleveland State University 1991 — 1996
BA, ECON, PSYCH
Alexx Bragg Alexx Bragg's Chase Investments Experience June 2012 - May 2014
Job Human Resources Specialist at Wheaton World Wide Moving
Industry Human Resources
Experience
Wheaton World Wide Moving September 2014 - Present
Chase May 2014 - September 2014
Chase Investments June 2012 - May 2014
Chase June 2011 - June 2012
Skills
HRIS, Recruitment, Onboarding, AAP, ADP Payroll, HIPAA, Background Checks, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Time Management, Customer Service, Windows, Finance, Team Building, Event Planning
Education
Indiana Wesleyan University 2012 — 2014
MBA, Human Resources Management and Services, 3.8 GPA
Indiana University-Purdue University at Indianapolis 2008 — 2012
General Studies, Business Concentration
Wheaton World Wide Moving September 2014 - Present
Chase May 2014 - September 2014
Chase Investments June 2012 - May 2014
Chase June 2011 - June 2012
Skills
HRIS, Recruitment, Onboarding, AAP, ADP Payroll, HIPAA, Background Checks, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Time Management, Customer Service, Windows, Finance, Team Building, Event Planning
Education
Indiana Wesleyan University 2012 — 2014
MBA, Human Resources Management and Services, 3.8 GPA
Indiana University-Purdue University at Indianapolis 2008 — 2012
General Studies, Business Concentration
April Beltran April Beltran's Chase Investments Experience May 2005 - January 2007
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Assistant Vice President - Investments with Wells Fargo Advisors, LLC November 2014 - Present
JPMorgan Securities June 2008 - November 2014
Chase Investments May 2005 - January 2007
Education
University of Arizona, Eller College of Management 2001 — 2003
Bachelor's degree, Marketing
Rice University 1998 — 2000
Assistant Vice President - Investments with Wells Fargo Advisors, LLC November 2014 - Present
JPMorgan Securities June 2008 - November 2014
Chase Investments May 2005 - January 2007
Education
University of Arizona, Eller College of Management 2001 — 2003
Bachelor's degree, Marketing
Rice University 1998 — 2000
Lee Hansen Lee Hansen's Chase Investments Experience August 2012 - December 2013
Job Investment Assistant at J.P. Morgan
Industry Primary/Secondary Education
Experience
J.P. Morgan May 2015 - Present
JPMorgan Private Bank January 2014 - May 2015
JPMorgan Chase March 2013 - December 2013
Chase Investments August 2012 - December 2013
JPMorgan Chase August 2011 - March 2013
North Shore School District 112 January 2009 - June 2011
Skills
Financial Analysis, Asset Management, Private Banking, Sales, PowerPoint, Customer Service, Microsoft Excel, Asset Based Lending, Portfolio Management, Microsoft Office, Microsoft Word, Banking, Retail Banking, Personal Banking, Installment Loans, Mortgage Lending, Finance
Education
NA
Northern Illinois University 2004 — 2008
BSED
Northeastern Illinois University 2009 — 2010
Endorsement, Mathematics
J.P. Morgan May 2015 - Present
JPMorgan Private Bank January 2014 - May 2015
JPMorgan Chase March 2013 - December 2013
Chase Investments August 2012 - December 2013
JPMorgan Chase August 2011 - March 2013
North Shore School District 112 January 2009 - June 2011
Skills
Financial Analysis, Asset Management, Private Banking, Sales, PowerPoint, Customer Service, Microsoft Excel, Asset Based Lending, Portfolio Management, Microsoft Office, Microsoft Word, Banking, Retail Banking, Personal Banking, Installment Loans, Mortgage Lending, Finance
Education
NA
Northern Illinois University 2004 — 2008
BSED
Northeastern Illinois University 2009 — 2010
Endorsement, Mathematics
Amir Alishahi Amir Alishahi's Chase Investments Experience April 2011 - December 2012
Job VP Private Client Advisor
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. December 2012 - Present
Chase Investments April 2011 - December 2012
JP Morgan Chase Bank, N.A. October 2008 - April 2011
Washington Mutual Bank January 2004 - September 2008
Education
CSUN 2010 — 2013
UCLA 2006 — 2008
Los Angeles Pierce College 2004 — 2006
JP Morgan Chase Bank, N.A. December 2012 - Present
Chase Investments April 2011 - December 2012
JP Morgan Chase Bank, N.A. October 2008 - April 2011
Washington Mutual Bank January 2004 - September 2008
Education
CSUN 2010 — 2013
UCLA 2006 — 2008
Los Angeles Pierce College 2004 — 2006
Timothy Funderburgh Timothy Funderburgh's Chase Investments Experience June 2005 - June 2006
Job Director of Business Development at The MIT Group
Industry Computer Software
Experience
The MIT Group June 2015 - Present
MiBURA, Inc. June 2014 - September 2014
Dell February 2012 - June 2014
Dell May 2011 - May 2014
Dell Computers August 2009 - May 2011
McClain Financial ServicesPurcell June 2006 - December 2008
Chase Investments June 2005 - June 2006
Dell Computers September 2004 - June 2005
Sprint PCS, World Headquarters May 2004 - September 2004
Sprint PCS March 2003 - May 2004
Skills
VSP 5, series 7, 63, 65, and..., Solution Selling, Series 7, SaaS, Cloud Computing, Sales Process, Direct Sales, Salesforce.com, Sales, Selling, CRM, Sales Management, Call Centers, Managed Services, Storage, Professional Services, Channel, Enterprise Software, Channel Partners, Customer Satisfaction, Integration, Sales Enablement, Strategic Partnerships, Training
Education
University of Oklahoma 1988 — 1993
Bachelor of Arts (B.A.), Political Science and Government
East Central University
The MIT Group June 2015 - Present
MiBURA, Inc. June 2014 - September 2014
Dell February 2012 - June 2014
Dell May 2011 - May 2014
Dell Computers August 2009 - May 2011
McClain Financial ServicesPurcell June 2006 - December 2008
Chase Investments June 2005 - June 2006
Dell Computers September 2004 - June 2005
Sprint PCS, World Headquarters May 2004 - September 2004
Sprint PCS March 2003 - May 2004
Skills
VSP 5, series 7, 63, 65, and..., Solution Selling, Series 7, SaaS, Cloud Computing, Sales Process, Direct Sales, Salesforce.com, Sales, Selling, CRM, Sales Management, Call Centers, Managed Services, Storage, Professional Services, Channel, Enterprise Software, Channel Partners, Customer Satisfaction, Integration, Sales Enablement, Strategic Partnerships, Training
Education
University of Oklahoma 1988 — 1993
Bachelor of Arts (B.A.), Political Science and Government
East Central University
Eric Reese Eric Reese's Chase Investments Experience September 2009 - August 2012
Job Private Client Investment Associate
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A September 2012 - Present
Chase Investments September 2009 - August 2012
Signature Resources May 2002 - August 2009
Education
University of Southern California 1997 — 2002
BA, International Relations
JPMorgan Chase Bank, N.A September 2012 - Present
Chase Investments September 2009 - August 2012
Signature Resources May 2002 - August 2009
Education
University of Southern California 1997 — 2002
BA, International Relations
Bill Novotny Bill Novotny's Chase Investments Experience May 2012 - March 2013
Job Private Client Consultant
Industry Financial Services
Experience
JPMorgan Chase Bank, NA January 2015 - Present
JPMorgan securities April 2013 - December 2014
Chase Investments May 2012 - March 2013
Chase Home Finance June 2011 - May 2012
JPMorgan Chase December 2007 - June 2011
Education
Ohio Dominican University 2012 — 2013
Master of Business Administration (M.B.A.)
JPMorgan Chase Bank, NA January 2015 - Present
JPMorgan securities April 2013 - December 2014
Chase Investments May 2012 - March 2013
Chase Home Finance June 2011 - May 2012
JPMorgan Chase December 2007 - June 2011
Education
Ohio Dominican University 2012 — 2013
Master of Business Administration (M.B.A.)
Rajanish Babu Rajanish Babu's Chase Investments Experience June 2010 - September 2011
Job Digital Relationship Manager II
Industry Financial Services
Experience
BBVA Compass May 2015 - Present
Merrill Lynch September 2011 - November 2013
Chase Investments June 2010 - September 2011
RBS WorldPay April 2010 - June 2010
International Banc Shares Corp August 2008 - January 2010
Regions Financial Corporation October 2006 - July 2008
Insight Consultants November 2005 - July 2006
ING Vysya Financial Services March 2005 - November 2005
Bhima Jewellers June 2001 - March 2005
Skills
Finance, Wealth Management, Sales, Investments, Business Development, Mergers & Acquisitions, Retirement Planning, Management, Loans, Leadership, Strategy, Mortgage Lending, Fixed Income, Sales Management, Personal Finance, Corporate Finance, 401k, Defined Benefit, Selling, Strategic Financial..., Cold Calling, Portfolio Management, College Savings Plans, Business Finance, 401 K Rollovers, Business Acquisition, Mergers, defined benefit plans, tax saving ideas, Employee Benefits Design, Strategic Planning, Team Building, Customer Service, New Business Development
Education
University of Phoenix 2014 — 2016
Master of Business Administration (M.B.A.), Energy Managment
Mahatma Gandhi University 1997 — 2000
Bachelor, Accounting
M.G. University, Kerala 1993 — 1995
Associate's degree, commerce and accounting
M.T.Seminary High School 1988 — 1993
high school, Mathematics
BBVA Compass May 2015 - Present
Merrill Lynch September 2011 - November 2013
Chase Investments June 2010 - September 2011
RBS WorldPay April 2010 - June 2010
International Banc Shares Corp August 2008 - January 2010
Regions Financial Corporation October 2006 - July 2008
Insight Consultants November 2005 - July 2006
ING Vysya Financial Services March 2005 - November 2005
Bhima Jewellers June 2001 - March 2005
Skills
Finance, Wealth Management, Sales, Investments, Business Development, Mergers & Acquisitions, Retirement Planning, Management, Loans, Leadership, Strategy, Mortgage Lending, Fixed Income, Sales Management, Personal Finance, Corporate Finance, 401k, Defined Benefit, Selling, Strategic Financial..., Cold Calling, Portfolio Management, College Savings Plans, Business Finance, 401 K Rollovers, Business Acquisition, Mergers, defined benefit plans, tax saving ideas, Employee Benefits Design, Strategic Planning, Team Building, Customer Service, New Business Development
Education
University of Phoenix 2014 — 2016
Master of Business Administration (M.B.A.), Energy Managment
Mahatma Gandhi University 1997 — 2000
Bachelor, Accounting
M.G. University, Kerala 1993 — 1995
Associate's degree, commerce and accounting
M.T.Seminary High School 1988 — 1993
high school, Mathematics
Jeff Muller's Chase Investments Experience December 2011 - 2014
Job Mortgage Banker at First Commonwealth Mortgage
Industry Banking
Experience
First Commonwealth Mortgage January 2014 - Present
Chase June 2012 - 2014
Chase Investments December 2011 - 2014
Chase March 2011 - 2014
IKON Office Solutions October 2008 - March 2011
Chase April 2006 - October 2008
First Residential Mortgage 2003 - 2006
Skills
Financial Analysis, Strategic Financial..., Customer Service, Finance, Loans, Risk Management, Strategic Planning, New Business Development, Credit, Corporate Finance, Insurance, Portfolio Management, Mortgage Lending, Investments, Banking, Sales Management
Education
Indiana University-Southeast 2007 — 2010
MBA, Masters in Business Administration
Indiana University - Kelley School of Business 1997 — 2001
BS, Entrepreneurship
Our Lady of Providence High School 1994 — 1997
First Commonwealth Mortgage January 2014 - Present
Chase June 2012 - 2014
Chase Investments December 2011 - 2014
Chase March 2011 - 2014
IKON Office Solutions October 2008 - March 2011
Chase April 2006 - October 2008
First Residential Mortgage 2003 - 2006
Skills
Financial Analysis, Strategic Financial..., Customer Service, Finance, Loans, Risk Management, Strategic Planning, New Business Development, Credit, Corporate Finance, Insurance, Portfolio Management, Mortgage Lending, Investments, Banking, Sales Management
Education
Indiana University-Southeast 2007 — 2010
MBA, Masters in Business Administration
Indiana University - Kelley School of Business 1997 — 2001
BS, Entrepreneurship
Our Lady of Providence High School 1994 — 1997
Nolan Worley, CIMA® Nolan Worley, CIMA®'s Chase Investments Experience 2008 - 2008
Job Financial Advisor
Industry Financial Services
Experience
Raymond James November 2008 - Present
WaMu Investments February 2006 - November 2008
Chase Investments 2008 - 2008
Skills
Portfolio Management, Series 7, Financial Analysis, Social Media, Risk Management, Credit, Mortgage Lending, Series 24, Research, Due Diligence, Life Insurance, Series 65, Licensing, Real Estate Economics, Business Planning
Education
University of Pennsylvania - The Wharton School 2013 — 2013
CIMA®, Certified Investment Management Analyst
University of California, San Diego 2001 — 2005
B.A., Economics
Raymond James November 2008 - Present
WaMu Investments February 2006 - November 2008
Chase Investments 2008 - 2008
Skills
Portfolio Management, Series 7, Financial Analysis, Social Media, Risk Management, Credit, Mortgage Lending, Series 24, Research, Due Diligence, Life Insurance, Series 65, Licensing, Real Estate Economics, Business Planning
Education
University of Pennsylvania - The Wharton School 2013 — 2013
CIMA®, Certified Investment Management Analyst
University of California, San Diego 2001 — 2005
B.A., Economics
Paul Laskey Paul Laskey's Chase Investments Experience March 2011 - January 2013
Job Financial Advisor at US Bancorp Investments
Industry Financial Services
Experience
US Bancorp Investments Financial AdvisorUS Bancorp InvestmentsJanuary 2012 - Present
Chase Investments March 2011 - January 2013
PNC Investments August 2010 - March 2011
Key Bank 1999 - 2005
Skills
Portfolio Management, Investments, Financial Analysis, Finance, Wealth Management, Banking, Credit, Loans, Financial Services, Financial Planning, Retirement Planning
Education
College of Financial Planning 1994 — 1996
CFP, Certified Financial Planner
Xavier University 1988 — 1991
Master's degree, Finance
University of Michigan 1982 — 1985
BA, Economics
US Bancorp Investments Financial AdvisorUS Bancorp InvestmentsJanuary 2012 - Present
Chase Investments March 2011 - January 2013
PNC Investments August 2010 - March 2011
Key Bank 1999 - 2005
Skills
Portfolio Management, Investments, Financial Analysis, Finance, Wealth Management, Banking, Credit, Loans, Financial Services, Financial Planning, Retirement Planning
Education
College of Financial Planning 1994 — 1996
CFP, Certified Financial Planner
Xavier University 1988 — 1991
Master's degree, Finance
University of Michigan 1982 — 1985
BA, Economics
Rodelyn Coppock's Chase Investments Experience May 2009 - November 2010
Job Senior Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2010 - Present
Chase Investments May 2009 - November 2010
Bank of America June 2007 - March 2009
Ameriprise Financial Advisors June 2002 - September 2006
Citibank February 2002 - June 2002
FinancialOxygen, Inc. March 2001 - February 2002
TIAA-CREF November 1998 - December 1999
Banc of America Leasing July 1997 - December 1998
Banc of America Securities May 1989 - June 1997
Skills
Investments, Portfolio Management, Financial Services, Investment Management, Banking, CRM, Loans, Strategic Financial..., Credit, Finance, Financial Analysis, Credit Analysis, Training, Financial Planning, Securities, Series 7, Management, Series 63
Education
Saint Mary's College of California 1997 — 1999
Fidelity Investments November 2010 - Present
Chase Investments May 2009 - November 2010
Bank of America June 2007 - March 2009
Ameriprise Financial Advisors June 2002 - September 2006
Citibank February 2002 - June 2002
FinancialOxygen, Inc. March 2001 - February 2002
TIAA-CREF November 1998 - December 1999
Banc of America Leasing July 1997 - December 1998
Banc of America Securities May 1989 - June 1997
Skills
Investments, Portfolio Management, Financial Services, Investment Management, Banking, CRM, Loans, Strategic Financial..., Credit, Finance, Financial Analysis, Credit Analysis, Training, Financial Planning, Securities, Series 7, Management, Series 63
Education
Saint Mary's College of California 1997 — 1999
Jessica Arman's Chase Investments Experience August 2012 - May 2013
Job .
Industry Financial Services
Experience
Northern Trust Corporation January 2015 - Present
Plante Moran June 2013 - December 2014
Chase Investments August 2012 - May 2013
JPMorgan Chase October 2011 - May 2013
Clark Street Capital March 2010 - March 2010
Century 21 MB August 2004 - August 2008
Skills
Financial Analysis, Financial Modeling, Banking, Microsoft Excel, PowerPoint, Investments, Finance, Customer Service, Portfolio Management, Credit, Strategic Financial..., Microsoft Office, Accounting, Outlook, Microsoft Word, Real Estate
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Business, Finance
Universitat Autònoma de Barcelona 2010 — 2010
Business
Oakton Community College 2008 — 2008
Northern Trust Corporation January 2015 - Present
Plante Moran June 2013 - December 2014
Chase Investments August 2012 - May 2013
JPMorgan Chase October 2011 - May 2013
Clark Street Capital March 2010 - March 2010
Century 21 MB August 2004 - August 2008
Skills
Financial Analysis, Financial Modeling, Banking, Microsoft Excel, PowerPoint, Investments, Finance, Customer Service, Portfolio Management, Credit, Strategic Financial..., Microsoft Office, Accounting, Outlook, Microsoft Word, Real Estate
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Business, Finance
Universitat Autònoma de Barcelona 2010 — 2010
Business
Oakton Community College 2008 — 2008
JIM ZAKROWSKI's Chase Investments Experience January 2004 - March 2008
Job Investment Professional
Industry Financial Services
Experience
Self-Employed February 2015 - Present
MutualFinancial Investment Services March 2009 - February 2015
Fifth Third Bank March 2008 - March 2009
Chase Investments January 2004 - March 2008
Education
Indiana University South Bend 1982 — 1986
B.S., Economics
St Casimirs 1962 — 1971
basic
Self-Employed February 2015 - Present
MutualFinancial Investment Services March 2009 - February 2015
Fifth Third Bank March 2008 - March 2009
Chase Investments January 2004 - March 2008
Education
Indiana University South Bend 1982 — 1986
B.S., Economics
St Casimirs 1962 — 1971
basic
Eric Farley's Chase Investments Experience February 2011 - September 2015
Job Wealth Management Advisor, TIAACREF
Industry Investment Banking
Experience
TIAA-CREF September 2015 - Present
Chase Investments February 2011 - September 2015
JPMorgan Chase March 2009 - January 2011
JP Morgan Chase March 2007 - March 2009
American General Finance March 2003 - March 2007
Dick Keffer 2001 - 2002
Skills
Retirement Planning, Small Business Lending, Wealth Management, Mutual Funds, Asset Allocation, Banking, Customer Service, Mortgage Lending, Retirement, Investment Advisory, Securities, Sales, Investment Strategies, FINRA, Fixed Annuities, 401k, Multitasker, Organizing, Time Management, Priority Management, Goal Oriented, Sales Process, Building Relationships, Teamwork, Team Leadership, Financial Analysis, Responsibility, Follow Up, Accountability, Self Starter, Self Driven, Self Management, Investments, Retail Banking, Strategic Financial..., Portfolio Management, Asset Managment, Cold Calling, Team Building, Investment Management, Recruiting, Coaching, New Business Development
Education
Indiana University Bloomington 1998 — 2001
General Studies
FCHS
Indiana University Bloomington
TIAA-CREF September 2015 - Present
Chase Investments February 2011 - September 2015
JPMorgan Chase March 2009 - January 2011
JP Morgan Chase March 2007 - March 2009
American General Finance March 2003 - March 2007
Dick Keffer 2001 - 2002
Skills
Retirement Planning, Small Business Lending, Wealth Management, Mutual Funds, Asset Allocation, Banking, Customer Service, Mortgage Lending, Retirement, Investment Advisory, Securities, Sales, Investment Strategies, FINRA, Fixed Annuities, 401k, Multitasker, Organizing, Time Management, Priority Management, Goal Oriented, Sales Process, Building Relationships, Teamwork, Team Leadership, Financial Analysis, Responsibility, Follow Up, Accountability, Self Starter, Self Driven, Self Management, Investments, Retail Banking, Strategic Financial..., Portfolio Management, Asset Managment, Cold Calling, Team Building, Investment Management, Recruiting, Coaching, New Business Development
Education
Indiana University Bloomington 1998 — 2001
General Studies
FCHS
Indiana University Bloomington
Nuru Hunter's Chase Investments Experience April 2008 - November 2013
Job Financial Professional at MassMutual Financial Group
Industry Financial Services
Experience
Chase Investments April 2008 - November 2013
Merrill Lynch October 2006 - April 2008
RMNeilson and Associates May 1999 - September 2006
Skills
Financial Services, Strategic Financial..., Financial Advisory, Mutual Funds, Retirement Planning, Estate Planning, Fixed Annuities, Wealth Management, Long-term Care, Variable Annuities, Distribution Strategies, Investments, IRAs, Roth IRA, Insurance, Relationship Management, Life Insurance, Investment Advisory
Education
University of Pennsylvania 1993 — 1999
BA, African American Studies
New Rochelle High School 1989 — 1993
Chase Investments April 2008 - November 2013
Merrill Lynch October 2006 - April 2008
RMNeilson and Associates May 1999 - September 2006
Skills
Financial Services, Strategic Financial..., Financial Advisory, Mutual Funds, Retirement Planning, Estate Planning, Fixed Annuities, Wealth Management, Long-term Care, Variable Annuities, Distribution Strategies, Investments, IRAs, Roth IRA, Insurance, Relationship Management, Life Insurance, Investment Advisory
Education
University of Pennsylvania 1993 — 1999
BA, African American Studies
New Rochelle High School 1989 — 1993
Neil Silverman, EA's Chase Investments Experience April 2006 - October 2006
Job Tax Professional (Enrolled Agent)
Industry Accounting
Experience
All County Tax Preparation & Planning December 2007 - Present
Invest Financial July 2007 - December 2007
Chase Investments April 2006 - October 2006
Finnacial Resources Federal Credit Union September 2004 - March 2006
HSBC Brokerage (USA) March 1996 - March 2004
HSBC Investments 1996 - 2004
GNA Corp. December 1994 - December 1995
IDS (American Express) Financial Services March 1993 - December 1994
Internal Revenue Service September 1974 - March 1993
Skills
Drake Tax Software, QuickBooks, Tax Preparation, Bookkeeping, IRS, Finance, Financial Services, Tax, Accounting, Budgets, Time Management, Financial Analysis
Education
College for Financial Planning 1991 — 1993
CFP, Financial Planning
Butler University - College of Business Administration 1966 — 1969
BS, Business Administration
All County Tax Preparation & Planning December 2007 - Present
Invest Financial July 2007 - December 2007
Chase Investments April 2006 - October 2006
Finnacial Resources Federal Credit Union September 2004 - March 2006
HSBC Brokerage (USA) March 1996 - March 2004
HSBC Investments 1996 - 2004
GNA Corp. December 1994 - December 1995
IDS (American Express) Financial Services March 1993 - December 1994
Internal Revenue Service September 1974 - March 1993
Skills
Drake Tax Software, QuickBooks, Tax Preparation, Bookkeeping, IRS, Finance, Financial Services, Tax, Accounting, Budgets, Time Management, Financial Analysis
Education
College for Financial Planning 1991 — 1993
CFP, Financial Planning
Butler University - College of Business Administration 1966 — 1969
BS, Business Administration
Dr. Anthony Valencia, DBA, CRPC®'s Chase Investments Experience January 2009 - June 2014
Job Personal Financial Representative
Industry Financial Services
Experience
Allstate Insurance Agency - Allstate Financial Services, LLC December 2014 - Present
JPMorgan Chase June 2013 - June 2014
Chase Investments January 2009 - June 2014
Wells Fargo November 2007 - January 2009
Morgan Stanley December 2006 - November 2007
Chase Investments November 2005 - December 2006
King University June 2004 - August 2005
Skills
Investments, Wealth Management, Asset Management, Banking, Financial Services, Finance, Series 7, Sales Management, Investment Strategies, Mutual Funds, International Business, Asset Managment, Series 63, Strategic Financial..., Financial Advisory, Securities, Management Consulting, Risk Management, Investment Advisory, Leadership, Retirement Planning, Insurance, Portfolio Management
Education
Argosy University 2008 — 2015
Doctorate of Business Administration, International Business
The Tuck School of Business at Dartmouth 2008 — 2008
Executive Education Certificate, Building High Performing Businesses
King University 2004 — 2005
Master of Business Administration (M.B.A.), International Business
King University 2000 — 2004
Bachelor’s Degree, International Business
Allstate Insurance Agency - Allstate Financial Services, LLC December 2014 - Present
JPMorgan Chase June 2013 - June 2014
Chase Investments January 2009 - June 2014
Wells Fargo November 2007 - January 2009
Morgan Stanley December 2006 - November 2007
Chase Investments November 2005 - December 2006
King University June 2004 - August 2005
Skills
Investments, Wealth Management, Asset Management, Banking, Financial Services, Finance, Series 7, Sales Management, Investment Strategies, Mutual Funds, International Business, Asset Managment, Series 63, Strategic Financial..., Financial Advisory, Securities, Management Consulting, Risk Management, Investment Advisory, Leadership, Retirement Planning, Insurance, Portfolio Management
Education
Argosy University 2008 — 2015
Doctorate of Business Administration, International Business
The Tuck School of Business at Dartmouth 2008 — 2008
Executive Education Certificate, Building High Performing Businesses
King University 2004 — 2005
Master of Business Administration (M.B.A.), International Business
King University 2000 — 2004
Bachelor’s Degree, International Business
Wendy Gerald's Chase Investments Experience Lifestyle CounselorJENNY CRAIG WEIGHT LOSS CENTREJanuary 1990 - June 1994
Job Senior Operations Specialists at Chase Investments
Industry Banking
Experience
Chase Investments Lifestyle CounselorJENNY CRAIG WEIGHT LOSS CENTREJanuary 1990 - June 1994
Skills
Banking, Credit, Loans, Risk Management, Mortgage Lending, Financial Services, Process Improvement, Credit Analysis, Retail Banking, Finance, Portfolio Management
Education
DePaul University 1984 — 1988
Kendall College, DePaul University
Chase Investments Lifestyle CounselorJENNY CRAIG WEIGHT LOSS CENTREJanuary 1990 - June 1994
Skills
Banking, Credit, Loans, Risk Management, Mortgage Lending, Financial Services, Process Improvement, Credit Analysis, Retail Banking, Finance, Portfolio Management
Education
DePaul University 1984 — 1988
Kendall College, DePaul University
Kirk Patel's Chase Investments Experience April 2006 - February 2014
Job Wealth Advisor at Ergawealth Advisors
Industry Financial Services
Experience
Ergawealth Advisors February 2014 - Present
Chase Investments April 2006 - February 2014
J. P. MorganChase Bank 2003 - 2011
Skills
Banking, Life Insurance, Term Life Insurance, Securities Lending, Home Equity Loans, Home Equity Lines of..., Investments, Stocks, Mutual Funds, Management, Employee Training, P&L Analysis, Bookkeeping, Hospitality Management, Wealth Management, Retirement Planning, Social Security Planning, Budgeting, Handyman Services, Minor Automotive Repairs, Appliance Repair
Education
The University of Texas at Dallas - School of Management 2005 — 2007
Master of Business Administration (M.B.A.), Accounting and Finance, 3.1
The University of Texas at Arlington 1999 — 2002
Bachelor’s Degree, Finance and Financial Management Services, 3.2
Skyline High 1995 — 1998
High School, 3.6
Ergawealth Advisors February 2014 - Present
Chase Investments April 2006 - February 2014
J. P. MorganChase Bank 2003 - 2011
Skills
Banking, Life Insurance, Term Life Insurance, Securities Lending, Home Equity Loans, Home Equity Lines of..., Investments, Stocks, Mutual Funds, Management, Employee Training, P&L Analysis, Bookkeeping, Hospitality Management, Wealth Management, Retirement Planning, Social Security Planning, Budgeting, Handyman Services, Minor Automotive Repairs, Appliance Repair
Education
The University of Texas at Dallas - School of Management 2005 — 2007
Master of Business Administration (M.B.A.), Accounting and Finance, 3.1
The University of Texas at Arlington 1999 — 2002
Bachelor’s Degree, Finance and Financial Management Services, 3.2
Skyline High 1995 — 1998
High School, 3.6
James Schuster's Chase Investments Experience June 2004 - December 2010
Job Region Manager at U.S. Bancorp Investments, Inc and U.S. Bancorp Insurance Services, LLC
Industry Investment Management
Experience
U.S. Bancorp Investments, Inc. and U.S. Bancorp Insurance Services, LLC December 2010 - Present
Chase Investments June 2004 - December 2010
Wells Fargo Private Client Services January 2000 - January 2004
Bank of America January 1988 - January 2000
Bank of America January 1988 - January 1990
Great Western Financial Securities January 1985 - January 1988
Education
California State University-Chico 1977 — 1980
Bachelor of Arts Degree, Political Science
U.S. Bancorp Investments, Inc. and U.S. Bancorp Insurance Services, LLC December 2010 - Present
Chase Investments June 2004 - December 2010
Wells Fargo Private Client Services January 2000 - January 2004
Bank of America January 1988 - January 2000
Bank of America January 1988 - January 1990
Great Western Financial Securities January 1985 - January 1988
Education
California State University-Chico 1977 — 1980
Bachelor of Arts Degree, Political Science
Shelley Weselo's Chase Investments Experience March 2009 - April 2014
Job Administrative Assistant at Roche Diagnostics
Industry Pharmaceuticals
Experience
Roche Diagnostics April 2014 - Present
Chase Investments March 2009 - April 2014
Nelnet 2002 - 2007
Cingular Wireless 1998 - 2002
Skills
Administrative..., Outlook, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Data Entry, Office Management, Office Administration, Access, Event Planning, Time Management, Administrative...
Education
Indiana Wesleyan University's Adult Program
Associate's Degree, Business
Roche Diagnostics April 2014 - Present
Chase Investments March 2009 - April 2014
Nelnet 2002 - 2007
Cingular Wireless 1998 - 2002
Skills
Administrative..., Outlook, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Data Entry, Office Management, Office Administration, Access, Event Planning, Time Management, Administrative...
Education
Indiana Wesleyan University's Adult Program
Associate's Degree, Business
Connie Begly's Chase Investments Experience October 2012 - Present
Job JP Morgan Chase Private Client Banker
Industry Banking
Experience
J.P. Morgan September 2015 - Present
Chase Investments October 2012 - Present
Classic Travel 1994 - Present
JPMorgan Chase May 2011 - October 2012
Education
Cedarville University 1983 — 1984
J.P. Morgan September 2015 - Present
Chase Investments October 2012 - Present
Classic Travel 1994 - Present
JPMorgan Chase May 2011 - October 2012
Education
Cedarville University 1983 — 1984
DARRYL J SIMPSON's Chase Investments Experience 2000 - 2005
Job Independent Financial Services Professional
Industry Financial Services
Experience
ERGAWEALTH ADVISORS July 2014 - Present
Chase Investments 2000 - 2005
Skills
Commercial Banking, Loans, Mortgage Lending, Mortgage Banking, Asset Management, Credit, Strategic Financial..., Financial Analysis, Strategic Planning, Budgets, Small Business Lending, Business Strategy, Credit Analysis, Management, Corporate Finance, Team Building, New Business Development, Microsoft Office, Microsoft Excel, Loan Origination, Negotiation, Underwriting, Marketing Strategy, Public Speaking, Financial Planning, Customer Service, Leadership, Coaching, Leadership Development
Education
University of Louisiana at Lafayette 1982 — 1984
Mc Donogh 35 1978 — 1982
High School
ERGAWEALTH ADVISORS July 2014 - Present
Chase Investments 2000 - 2005
Skills
Commercial Banking, Loans, Mortgage Lending, Mortgage Banking, Asset Management, Credit, Strategic Financial..., Financial Analysis, Strategic Planning, Budgets, Small Business Lending, Business Strategy, Credit Analysis, Management, Corporate Finance, Team Building, New Business Development, Microsoft Office, Microsoft Excel, Loan Origination, Negotiation, Underwriting, Marketing Strategy, Public Speaking, Financial Planning, Customer Service, Leadership, Coaching, Leadership Development
Education
University of Louisiana at Lafayette 1982 — 1984
Mc Donogh 35 1978 — 1982
High School
Gretchen Summe's Chase Investments Experience November 2005 - February 2013
Job J.P. Morgan Chase Bank, N.A.
Industry Investment Banking
Experience
J.P. Morgan Chase Bank, N.A. November 2005 - Present
Chase Investments November 2005 - February 2013
JPMorgan Chase November 2005 - April 2010
Computer Training Center December 2004 - October 2005
Education
Indiana University South Bend 2012 — 2016
Business Administration, Accounting and Finance
Purdue University 1998 — 2002
J.P. Morgan Chase Bank, N.A. November 2005 - Present
Chase Investments November 2005 - February 2013
JPMorgan Chase November 2005 - April 2010
Computer Training Center December 2004 - October 2005
Education
Indiana University South Bend 2012 — 2016
Business Administration, Accounting and Finance
Purdue University 1998 — 2002
Erin Sardich's Chase Investments Experience September 2004 - September 2012
Job Market Director, Executive Director, JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Bank NA September 2004 - Present
Chase Investments September 2004 - September 2012
Prudential Financial August 1999 - September 2004
Skills
Mutual Funds, Series 24, Series 7, Retirement Planning, Uniform Combined State...
Education
American University - Kogod School of Business 1995 — 1999
BSBA, Finance
JP Morgan Bank NA September 2004 - Present
Chase Investments September 2004 - September 2012
Prudential Financial August 1999 - September 2004
Skills
Mutual Funds, Series 24, Series 7, Retirement Planning, Uniform Combined State...
Education
American University - Kogod School of Business 1995 — 1999
BSBA, Finance
John Orticelli's Chase Investments Experience May 1999 - July 2006
Job Private Client Advisor at J.P.Morgan Securities LLC
Industry Financial Services
Experience
J.P.Morgan Securities LLC September 2009 - Present
Charles Schwab July 2006 - August 2009
Chase Investments May 1999 - July 2006
Education
Marquette University 1982 — 1986
BS, Business Administration
J.P.Morgan Securities LLC September 2009 - Present
Charles Schwab July 2006 - August 2009
Chase Investments May 1999 - July 2006
Education
Marquette University 1982 — 1986
BS, Business Administration
Enrique Colville's Chase Investments Experience January 2011 - Present
Job Private Client Banker Chase Investments
Industry Retail
Experience
Chase Investments January 2011 - Present
Erhard bmw 2014 - 2014
Erhard bmw 2014 - 2014
GreenPath Debt Solutions August 2008 - October 2010
Skills
Debt Management, Investments, Public Speaking, Program Management, Leadership
Education
Liceo de San Jose 1998 — 2002
Eastern Michigan University
BBA, Management
Chase Investments January 2011 - Present
Erhard bmw 2014 - 2014
Erhard bmw 2014 - 2014
GreenPath Debt Solutions August 2008 - October 2010
Skills
Debt Management, Investments, Public Speaking, Program Management, Leadership
Education
Liceo de San Jose 1998 — 2002
Eastern Michigan University
BBA, Management
Edward C. Martin's Chase Investments Experience February 2006 - November 2009
Job Principal en ECM Investments
Industry Renewables & Environment
Experience
ECM Investments November 2009 - Present
Chase Investments February 2006 - November 2009
Education
1974 — 1978
MBA, Financial
ECM Investments November 2009 - Present
Chase Investments February 2006 - November 2009
Education
1974 — 1978
MBA, Financial
Nancy Coppler's Chase Investments Experience January 1998 - May 2006
Job Bookkeeper at A Coppler Construction Co.
Industry Financial Services
Experience
A Coppler Construction Co. June 2008 - Present
Community Trust and Investment Company June 2007 - June 2008
Chase Investments January 1998 - May 2006
Morgan Stanley 1983 - 1998
Education
University of Kentucky 1974 — 1979
Bachelor of Science, Business Administration
A Coppler Construction Co. June 2008 - Present
Community Trust and Investment Company June 2007 - June 2008
Chase Investments January 1998 - May 2006
Morgan Stanley 1983 - 1998
Education
University of Kentucky 1974 — 1979
Bachelor of Science, Business Administration
Timothy Bouslog's Chase Investments Experience January 2014 - Present
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
George Torounidis's Chase Investments Experience April 2010 - April 2013
Job Relationship Manager at Citibank, N.A.
Industry Financial Services
Experience
Citi April 2013 - Present
Chase Investments April 2010 - April 2013
J.P. Morgan April 2010 - April 2013
First Midwest Securities, Inc September 2007 - April 2010
Skills
Retirement Planning, Investments, Wealth Management, Strategic Financial..., Series 7, Mutual Funds, Portfolio Management, Retirement, Financial Analysis, Investment Advisory, Asset Allocation, Banking, Financial Planning
Education
Hofstra University
Stony Brook University
Citi April 2013 - Present
Chase Investments April 2010 - April 2013
J.P. Morgan April 2010 - April 2013
First Midwest Securities, Inc September 2007 - April 2010
Skills
Retirement Planning, Investments, Wealth Management, Strategic Financial..., Series 7, Mutual Funds, Portfolio Management, Retirement, Financial Analysis, Investment Advisory, Asset Allocation, Banking, Financial Planning
Education
Hofstra University
Stony Brook University
Rudy D. Rich's Chase Investments Experience April 2006 - October 2012
Job Private Client Advisor, JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. August 2013 - Present
Wells Fargo Advisors October 2012 - August 2013
Chase Investments April 2006 - October 2012
Morgan Stanley January 2004 - April 2006
Education
University of North Texas 1968 — 1972
Bachelor of Arts (BA), Marketing Communications
JP Morgan Chase Bank, N.A. August 2013 - Present
Wells Fargo Advisors October 2012 - August 2013
Chase Investments April 2006 - October 2012
Morgan Stanley January 2004 - April 2006
Education
University of North Texas 1968 — 1972
Bachelor of Arts (BA), Marketing Communications