Chase Wealth Management
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Chase Wealth Management Employees
Employee
Years
Job
Industry
Jason Rumpke Jason Rumpke's Chase Wealth Management Experience November 2009 - Present
Job Operations Manager at Chase Wealth Management
Industry Investment Management
Experience
Chase Wealth Management November 2009 - Present
Education
Capital University
Bachelor of Fine Arts (BFA), Management and Finance
Chase Wealth Management November 2009 - Present
Education
Capital University
Bachelor of Fine Arts (BFA), Management and Finance
Keyoor Bhatt Keyoor Bhatt's Chase Wealth Management Experience February 2014 - February 2015
Job Franchise Owner
Industry Retail
Experience
Kiddie Academy of Powell February 2015 - Present
Chase Wealth Management February 2014 - February 2015
JPMorgan Chase December 2010 - February 2014
JPMorgan Chase December 2006 - October 2010
JPMorgan Chase February 2002 - December 2006
Skills
Mortgage Lending, Loans, Credit, Banking, Financial Services, Retirement Planning, Mutual Funds, Investments, Retail Banking, Strategic Financial..., Relationship Management, Consumer Lending, Commercial Banking, Residential Mortgages, Financial Advisory, Cross Selling, Investment Advisory, Securities, Refinance, Financial Risk, Lines Of Credit, Retirement, Fixed Annuities, Branch Management, Credit Cards, Branch Banking, Deposits, Operational Risk, 401k, Payments, Trading, Asset Allocation, Credit Risk, Risk Management, IRAs, Investment Strategies
Education
The Ohio State University 1995 — 2000
Bachelor's degree, Financial Planning and Services
Dublin High School 1991 — 1995
College Prep
Kiddie Academy of Powell February 2015 - Present
Chase Wealth Management February 2014 - February 2015
JPMorgan Chase December 2010 - February 2014
JPMorgan Chase December 2006 - October 2010
JPMorgan Chase February 2002 - December 2006
Skills
Mortgage Lending, Loans, Credit, Banking, Financial Services, Retirement Planning, Mutual Funds, Investments, Retail Banking, Strategic Financial..., Relationship Management, Consumer Lending, Commercial Banking, Residential Mortgages, Financial Advisory, Cross Selling, Investment Advisory, Securities, Refinance, Financial Risk, Lines Of Credit, Retirement, Fixed Annuities, Branch Management, Credit Cards, Branch Banking, Deposits, Operational Risk, 401k, Payments, Trading, Asset Allocation, Credit Risk, Risk Management, IRAs, Investment Strategies
Education
The Ohio State University 1995 — 2000
Bachelor's degree, Financial Planning and Services
Dublin High School 1991 — 1995
College Prep
Alan Chabot Alan Chabot's Chase Wealth Management Experience July 2014 - Present
Job Chief Supervisory Officer at Chase Wealth Management
Industry Financial Services
Experience
Chase Wealth Management July 2014 - Present
JPMorgan Chase & Co. September 2012 - July 2014
JPMorgan Chase June 2008 - September 2012
Education
Syracuse Unversity College of Law 1986 — 1989
Doctor of Law (JD)
Dartmouth College 1980 — 1984
Bachelor of Arts (BA), English Language and Literature/Letters
Chase Wealth Management July 2014 - Present
JPMorgan Chase & Co. September 2012 - July 2014
JPMorgan Chase June 2008 - September 2012
Education
Syracuse Unversity College of Law 1986 — 1989
Doctor of Law (JD)
Dartmouth College 1980 — 1984
Bachelor of Arts (BA), English Language and Literature/Letters
Aimee Morrison, MBA, CFE Aimee Morrison, MBA, CFE's Chase Wealth Management Experience February 2012 - Present
Job Financial Planner | Financial Analyst | 7404033461 | aimeemorrison81@gmail.com
Industry Financial Services
Experience
CHASE WEALTH MANAGEMENT February 2012 - Present
SIGNATURE FINANCIAL GROUP September 2010 - February 2012
SIGNATURE FINANCIAL GROUP February 2009 - September 2010
NEWARK ADVOCATE January 2007 - January 2009
NEWARK ADVOCATE December 2003 - January 2007
Skills
Securities, FINRA, Mutual Funds, Equities, AML, Series 7, Series 24, Series 53, Series 66, Financial Services, Risk Management, Insurance, Securities Regulation, Investments, Due Diligence, Financial Risk, Corporate Governance, Cost Accounting, Strategic Financial..., Accounting, Account Reconciliation, Management, Financial Planning
Education
Otterbein University 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Otterbein College 2004 — 2006
Bachelor of Arts (BA), Business Administration and Management, General
Central Ohio Technical College 1999 — 2001
Associate of Arts and Sciences (AAS), Accounting Technology/Technician and Bookkeeping
CHASE WEALTH MANAGEMENT February 2012 - Present
SIGNATURE FINANCIAL GROUP September 2010 - February 2012
SIGNATURE FINANCIAL GROUP February 2009 - September 2010
NEWARK ADVOCATE January 2007 - January 2009
NEWARK ADVOCATE December 2003 - January 2007
Skills
Securities, FINRA, Mutual Funds, Equities, AML, Series 7, Series 24, Series 53, Series 66, Financial Services, Risk Management, Insurance, Securities Regulation, Investments, Due Diligence, Financial Risk, Corporate Governance, Cost Accounting, Strategic Financial..., Accounting, Account Reconciliation, Management, Financial Planning
Education
Otterbein University 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Otterbein College 2004 — 2006
Bachelor of Arts (BA), Business Administration and Management, General
Central Ohio Technical College 1999 — 2001
Associate of Arts and Sciences (AAS), Accounting Technology/Technician and Bookkeeping
Jeffery Naquin Jeffery Naquin's Chase Wealth Management Experience 2013 - 2013
Job Manager – Risk & Compliance at Protiviti
Industry Banking
Experience
Protiviti June 2013 - Present
Chase Wealth Management 2013 - 2013
J.P. Morgan February 2004 - 2013
Skills
Investments, Credit Analysis, Financial Modeling, Strategic Financial..., Risk Management, Financial Statement..., Lending Solutions, Financial Analysis, Compliance, Consulting, Project Management, Internal Audit
Education
University of New Orleans 2006 — 2008
Master of Business Administration (MBA), Finance, General
Auburn University 1996 — 2000
Bachelor of Science (BSc), Aviation/Airway Management and Operations
Protiviti June 2013 - Present
Chase Wealth Management 2013 - 2013
J.P. Morgan February 2004 - 2013
Skills
Investments, Credit Analysis, Financial Modeling, Strategic Financial..., Risk Management, Financial Statement..., Lending Solutions, Financial Analysis, Compliance, Consulting, Project Management, Internal Audit
Education
University of New Orleans 2006 — 2008
Master of Business Administration (MBA), Finance, General
Auburn University 1996 — 2000
Bachelor of Science (BSc), Aviation/Airway Management and Operations
Sabrina Proaño Sabrina Proaño's Chase Wealth Management Experience May 2011 - February 2014
Job Financial Advisor
Industry Financial Services
Experience
CCF Investments 2014 - Present
Chase Wealth Management May 2011 - February 2014
Wells Fargo July 2005 - May 2011
American Derivatives December 2003 - June 2005
Skills
Series 7, Mutual Funds, Wealth Management, Portfolio Management, Retirement Planning, Investments, Leadership, Banking, Credit, Customer Service, Financial Analysis, Public Speaking, Strategic Planning, Team Building, Finance
Education
Lee University
Intercultural Studies, Theology/Theological Studies
University of Phoenix
Masters of Business Administration, Finance and Financial Management Services
CCF Investments 2014 - Present
Chase Wealth Management May 2011 - February 2014
Wells Fargo July 2005 - May 2011
American Derivatives December 2003 - June 2005
Skills
Series 7, Mutual Funds, Wealth Management, Portfolio Management, Retirement Planning, Investments, Leadership, Banking, Credit, Customer Service, Financial Analysis, Public Speaking, Strategic Planning, Team Building, Finance
Education
Lee University
Intercultural Studies, Theology/Theological Studies
University of Phoenix
Masters of Business Administration, Finance and Financial Management Services
Jeremy Rich, CIMA® Jeremy Rich, CIMA®'s Chase Wealth Management Experience December 2005 - February 2009
Job Executive Director External Client Advisor (Wholesaler) at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management March 2009 - Present
Chase Wealth Management December 2005 - February 2009
Chase Wealth Management March 2004 - November 2005
Skills
Consultative Sales..., Presentation Skills, Fiduciary, Mutual Funds, Investments, Wealth Management, Financial Services, Financial Advisory, Asset Allocation, Bonds, Investment Strategies, Strategic Financial..., Securities, Financial Analysis, Fixed Annuities, Alternative Investments, Capital Markets, Public Speaking, Sales Management, Financial Risk, Finance, Investment Management, Holistic Financial..., Economic Knowledge, Competitive Positioning, Competitive Knowledge, External Wholesaler, Client Advisor, Relationship Management, 529 Plans, ETFs, Retirement, Series 7, Series 24, Series 66, CIMA
Education
University of Pennsylvania - The Wharton School
(CIMA®), Certified Investment Management Analyst
Northern Illinois University 1998 — 2001
Bachelor of Science (BS), Finance
JP Morgan Asset Management March 2009 - Present
Chase Wealth Management December 2005 - February 2009
Chase Wealth Management March 2004 - November 2005
Skills
Consultative Sales..., Presentation Skills, Fiduciary, Mutual Funds, Investments, Wealth Management, Financial Services, Financial Advisory, Asset Allocation, Bonds, Investment Strategies, Strategic Financial..., Securities, Financial Analysis, Fixed Annuities, Alternative Investments, Capital Markets, Public Speaking, Sales Management, Financial Risk, Finance, Investment Management, Holistic Financial..., Economic Knowledge, Competitive Positioning, Competitive Knowledge, External Wholesaler, Client Advisor, Relationship Management, 529 Plans, ETFs, Retirement, Series 7, Series 24, Series 66, CIMA
Education
University of Pennsylvania - The Wharton School
(CIMA®), Certified Investment Management Analyst
Northern Illinois University 1998 — 2001
Bachelor of Science (BS), Finance
Ava Gordon Ava Gordon's Chase Wealth Management Experience 2010 - Present
Job Private Client Associate at JPMorgan Chase
Industry Financial Services
Experience
Dark Chocolate' Patisserie Private Client AssociateJPMorgan ChaseMarch 2014 - Present
Chase Wealth Management 2010 - Present
JPMorgan Chase June 2013 - March 2014
JPMorgan Chase February 2012 - June 2013
Skills
Pastry, Microsoft Excel, Budgets, Food, Inventory Management, Customer Satisfaction, Process Scheduler, Customer Service, Forecasting, Team Leadership, Training, Team Building, Catering, Business Planning, Teamwork
Education
Columbia College 2006 — 2008
B.S. B.A, Financial Services, 3.35
Notter School of Pastry Arts
Certification of Pasty Arts
Dark Chocolate' Patisserie Private Client AssociateJPMorgan ChaseMarch 2014 - Present
Chase Wealth Management 2010 - Present
JPMorgan Chase June 2013 - March 2014
JPMorgan Chase February 2012 - June 2013
Skills
Pastry, Microsoft Excel, Budgets, Food, Inventory Management, Customer Satisfaction, Process Scheduler, Customer Service, Forecasting, Team Leadership, Training, Team Building, Catering, Business Planning, Teamwork
Education
Columbia College 2006 — 2008
B.S. B.A, Financial Services, 3.35
Notter School of Pastry Arts
Certification of Pasty Arts
Darlene Molitor Darlene Molitor's Chase Wealth Management Experience August 1990 - March 2013
Job Marketing & Communications
Industry Financial Services
Experience
Chase Business Banking April 2013 - Present
Chase Wealth Management August 1990 - March 2013
US Army September 1985 - September 1993
Education
The Ohio State University 1983 — 1990
Bachelor’s Degree in Business Administration, Marketing
Chase Business Banking April 2013 - Present
Chase Wealth Management August 1990 - March 2013
US Army September 1985 - September 1993
Education
The Ohio State University 1983 — 1990
Bachelor’s Degree in Business Administration, Marketing
Charles R Eller's Chase Wealth Management Experience August 2010 - Present
Job Wealth Manager helping clients create their financial future
Industry Investment Management
Experience
Chase Wealth Management August 2010 - Present
The Guardian Life Insurance Company of America 2005 - 2009
Jackson National Life 2002 - 2005
UBS 1997 - 2002
Education
Saint Louis University 2003 — 2005
MBA, Finance / Accounting
University of Missouri-Columbia 1986 — 1990
BSBA, Finance / Marketing
Vianney High 1982 — 1986
Chase Wealth Management August 2010 - Present
The Guardian Life Insurance Company of America 2005 - 2009
Jackson National Life 2002 - 2005
UBS 1997 - 2002
Education
Saint Louis University 2003 — 2005
MBA, Finance / Accounting
University of Missouri-Columbia 1986 — 1990
BSBA, Finance / Marketing
Vianney High 1982 — 1986