J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
J.P. Morgan List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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J.P. Morgan Employees
University of Pennsylvania May 2015 - Present
Black Box Denim January 2013 - Present
J.P. Morgan June 2015 - July 2015
180 Degrees Consulting July 2013 - May 2015
University of Pennsylvania April 2013 - April 2015
UBS May 2014 - August 2014
Oppenheimer & Co. Inc. May 2013 - October 2013
American Legion Auxiliary July 2011 - July 2011
Skills
Microsoft Excel, Strategic Planning, Customer Service, Research, Microsoft Office, Budgets, Microsoft Word, PowerPoint, Management, Photoshop, HTML, Analysis, Data Analysis
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science in Applied Economics, Finance, Management, and Mathematics
Realty Executives June 2014 - Present
BMO Harris Bank April 2011 - July 2014
Chase August 2009 - October 2010
J.P. Morgan September 2005 - June 2009
Skills
Customer Service, Microsoft Word, Outlook, Negotiation, Marketing Strategy, Microsoft Office, Microsoft Excel, PowerPoint, Windows, Teaching, English, Research, Editing, Teamwork, Management, Inventory Management, Coaching, Retail, Data Entry, Notary Public, Real Estate, Services Marketing, First Time Home Buyers, Sales, Marketing, Investment Properties, Leadership, Real Estate Transactions, Strategic Planning, Foreclosures, Banking, Team Building, Short Sales, Sellers, Residential Homes, Investments, REO, Finance, Investors
Education
University of Phoenix 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General
Chesterton High School 1986 — 1990
Diploma, Buisness
J.P. Morgan July 2014 - Present
PNC March 2013 - August 2014
Braids & Things by Kadhija April 2005 - August 2013
Acloche September 2011 - December 2011
Hewitt Associate October 2009 - January 2010
British Airways November 2003 - February 2005
Skills
CPR & First Aid, Type 52wpm, Detail oriented, Small Business, Sales, Time Management, Marketing, Call Centers, Data Entry, Business, Customer Service
Education
University of Phoenix 2013 — 2016
Bachelor’s Degree, Business Administration, Management and Operations
Orlando Technical Institute 2008 — 2009
Certified National Child Development Associate, Early Childhood Education
Maynard Evans High 1996 — 2000
High school diploma, General Education
J.P. Morgan July 2006 - Present
Skills
Online Data Entry, Anti-counterfeiting, Team player, Work Very Well with..., Analysis, Customer Service, Leadership, Business Analysis
Education
University of Phoenix 2014 — 2018
Associate's degree, Psychology
Warren Easton 1998 — 2002
High school diploma
Goldman Sachs July 2014 - Present
J.P. Morgan June 2013 - August 2013
muehlhausmoers Corporate Communications June 2012 - July 2012
ZangZing May 2011 - July 2011
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Business Strategy, LBO, Sales, Financial Accounting, Analysis, Valuation, VBA, Bloomberg Terminal, Bloomberg, Capital IQ, Event Management, SQL, Corporate Finance, Financial Modeling, Marketing
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (BS), Economics, Summa cum laude
J.P. Morgan June 2015 - August 2015
Estabrook Capital Management LLC July 2014 - August 2014
Salem Country Club May 2013 - August 2013
Education
University of Pennsylvania - The Wharton School 2012 — 2016
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - August 2013
GreenWorld Capital May 2012 - February 2013
Skills
Financial Modeling, Valuation, Investment Banking, Equities, Bloomberg, Microsoft Excel, Credit Analysis
Education
Wharton School, University of Pennsylvania 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
J.P. Morgan June 2015 - Present
Wharton Small Business Development Center September 2014 - Present
The Wharton School August 2014 - Present
Perelman School of Medicine at the University of Pennsylvania July 2014 - Present
Graham Partners May 2014 - July 2014
UBS Wealth Management October 2013 - May 2014
The Wharton School May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Economics, Microsoft Word, Research, Teamwork, English, Customer Service, Social Media, Public Speaking, Data Analysis, Statistics, Team Leadership, Photoshop, Market Research
Education
University of Pennslyvania 2012 — 2016
Bachelor of Arts (B.A.), Biology
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (BS), Economics
Great Valley High School 2008 — 2012
SAT: 2380
J.P. Morgan June 2015 - August 2015
Jadwa Investment April 2012 - June 2014
Barclays Capital August 2010 - March 2012
Procter & Gamble March 2010 - August 2010
Cappello Capital Corp. February 2009 - July 2009
Skills
Financial Modeling, Financial Analysis, Enterprise Valuation, Private Equity, IPO, Capital Markets Advisory, Capital Markets, LBO
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
New York University, Stern School of Business 2006 — 2008
BS, Finance, Economics, Mathematics
University of Washington 2004 — 2006
BS, Finance
J.P. Morgan January 2015 - Present
J.P. Morgan October 2012 - January 2015
JP Morgan Chase September 2010 - December 2012
American Express November 2008 - September 2010
American Express 2003 - 2005
American Express 2003 - 2005
Skills
Cards, P&L Management, Payments, Consultative Selling, Credit, Leadership
Education
University of Phoenix 2001 — 2004
BS, Business Management
BNY Mellon August 2015 - Present
JP Morgan Chase April 2011 - August 2015
J.P. Morgan August 2008 - April 2011
J.P. Morgan September 2005 - August 2008
J.P. Morgan March 2004 - October 2005
J.P. Morgan August 2003 - March 2004
J.P. Morgan January 2001 - August 2003
Personnel Source, Inc. October 1999 - January 2001
Skills
Cash Management, Banking, Securities, Financial Analysis, Global Custody, Derivatives, Risk Management, Account Reconciliation, Financial Modeling, Credit, Bloomberg, Fixed Income, Asset Managment, Asset Management, Equities, Financial Reporting, Financial Services, Corporate Actions, Finance, Investments, Mutual Funds, Accounting, Settlement, Trading, Treasury Management, Relationship Management, Back Office, Bonds, Financial Risk, Hedge Funds, Fund Accounting, Loans, Operational Risk, FX Options, Portfolio Management, Capital Markets, Series 7, Financial Markets, Alternative Investments
Education
University of Phoenix
BS, Business Management
J.P. Morgan October 2013 - Present
Skills
Operations Management, Training, Leadership, Sales Management, Customer Experience, Marketing, Public Speaking, Time Management, Teamwork, Inventory Management, Windows, New Business Development, Customer Retention, Negotiation, Event Planning, Change Management, Retail, Team Management, Budgets, Customer Service, Team Building, Customer Satisfaction, Management, Sales, Team Leadership, Microsoft Office, Coaching, Call Centers, Account Management, Microsoft Excel, Strategic Planning, Microsoft Word, Outlook, Process Improvement, Recruiting, Data Entry, Project Management
Education
United States Army 1991 — 1993
Operating Room Tech.
University of Phoenix
J.P. Morgan April 2015 - Present
AEON Corporation October 2013 - December 2014
Borderlink April 2013 - September 2013
McDonald's Corporation October 2011 - February 2013
Bandai Event November 2008 - February 2013
Mervyn's October 2008 - December 2008
RE/MAX June 2006 - September 2006
Skills
Product Marketing, Business Management, PowerPoint, Event Planning, Customer Service, Social Media Marketing, Sales, Event Management, Microsoft Office, Retail, Microsoft Word, Microsoft Excel, Office Administration, Inventory Management, Public Speaking, Time Management, Mac, Data Entry, Facebook, Budgets, Phone Etiquette, Telemarketing, Customer Satisfaction, Social Networking, Marketing, Program Management, Advertising
Education
University of Phoenix 2007 — 2012
B.S, Business Management
Concord High School 2003 — 2007
Wells Fargo January 2014 - October 2014
J.P. Morgan January 2013 - November 2013
Continuant April 2007 - August 2010
Chevron November 1999 - December 2006
Education
University of Phoenix 2012 — 2013
Goldman Sachs Asset Management 2009 - Present
J.P. Morgan 2001 - 2009
Education
University of Pennsylvania - The Wharton School
Bachelor of Science Economics, Decision Sciences
J.P. Morgan April 2014 - Present
PPG Industries October 2012 - September 2013
Scordo, Gurrentz & Associates, Inc. September 2012 - December 2012
EquityLock Solutions, Inc. June 2012 - August 2012
Fulton Financial Corporation May 2011 - August 2011
Skills
French, Italian, Financial Analysis, Financial Modeling, Asset Management, Commercial Real Estate, Valuation, Capital Markets, Equity Research, Bloomberg, Real Estate, Real Estate Development, Microsoft Excel, Argus Modeling
Education
University of Pittsburgh 2009 — 2013
B.S.B.A., Finance & Global Management, summa cum laude
J.P. Morgan August 2013 - May 2015
J.P. Morgan June 2010 - August 2013
J.P. Morgan June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Investments, Bloomberg, Microsoft Office, Capital Markets, Microsoft Excel, Equities
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
University of Virginia 2006 — 2010
BS & BA, BS in International Business & Finance, BA in History
St. Albans High School 2002 — 2006
BA
J.P. Morgan June 2013 - Present
J.P. Morgan June 2012 - August 2012
Sponsors for Educational Opportunity May 2011 - August 2012
Student Federal Credit Union at the University of Pennsylvania September 2010 - November 2011
Skills
Microsoft Excel, PowerPoint, VBA, Microsoft SQL Server, Python, Matlab, Financial Analysis, Equity Trading, Game Theory, Data Analysis, Economics, Research, Public Speaking, Valuation, Fixed Income, Trading, Management, Financial Modeling, Analysis, Equities, Microsoft Office
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics, Finance and OPIM (Operations & Information Management)
JPMorgan Chase & Co. March 2015 - Present
J.P. Morgan February 2013 - Present
American Express April 2008 - February 2013
Verizon Business May 2000 - April 2008
Conference Plus March 2006 - May 2007
Skills
Solution Selling, Account Management, Salesforce.com, Cloud Computing, Managed Services, Selling, Contract Negotiation, Professional Services, Unified Communications, Business Development
Education
University of Phoenix 1999 — 2001
Back 40 Mercantile July 2014 - Present
Village Health Works November 2012 - Present
Trinity Church April 2008 - November 2009
J.P. Morgan 1990 - 2005
Skills
Non-profits, Strategic Planning, Public Speaking, Marketing Communications, Fundraising, Marketing Strategy, Entrepreneurship, Community Development, Microsoft Office, Event Planning, Product Development, PowerPoint, Microsoft Excel, Community Outreach, Strategy, Management
Education
Mercy High School
University of Pennsylvania - The Wharton School
BSE, Strategic Management
JPMorgan Chase November 2000 - April 2007
J.P. Morgan August 1998 - March 2007
JPMorgan Chase 1998 - 2007
JPMorgan Chase September 1999 - November 2000
JPMorgan Chase August 1998 - September 1999
Skills
commercial teller, Trust Services, Customer Service
Education
University of Phoenix 2008 — 2011
Associates, Accounting
Skyline h.s. 1989 — 1993
high school diploma
Novedea Systems, Inc. January 2010 - 2014
J.P. Morgan January 2009 - August 2011
Skills
EAI, Business Intelligence, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, English, QlikView, Microsoft SQL Server
Education
University of Phoenix
J.P. Morgan 2010 - Present
Highbridge Capital Management 2007 - 2010
J.P. Morgan 2005 - 2007
Education
University of Pennsylvania - The Wharton School
Westminster College October 2011 - July 2014
J.P. Morgan September 1989 - October 2011
Skills
Licensed 7 and 63, Planned Giving, Portfolio Management, Mutual Funds, Investments, Private Banking, Strategic Financial..., Wealth Management, Microsoft Excel, Banking, Equities, Analysis, Asset Managment, Leadership, Bloomberg, Financial Analysis, Fundraising
Education
Youngstown State University 1989 — 1993
MBA, Business Administration and Management, General
University of Pittsburgh 1975 — 1979
Bachelor of Science (BS), Business Administration and Management, General
McKinsey & Company September 2014 - Present
J.P. Morgan June 2013 - August 2013
Zouk Capital May 2011 - July 2011
Skills
Investments, Valuation, Due Diligence, Financial Modeling, Investment Banking, Microsoft Office, Team Management, Market Research, Economics, Financial Analysis, Competitive Analysis, Corporate Finance, Data Analysis
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (BS), Finance and Management, Minor in Mathematics
Menlo School 2006 — 2010
United Health Care December 2013 - Present
Nerium International August 2013 - Present
J.P. Morgan April 2012 - 2013
Silverleaf Resorts March 2008 - March 2011
Skills
Customer Satisfaction, Customer Service..., Computer Proficiency, Microsoft Excel, Microsoft Word, Microsoft Office, Travel Planning, Credit Cards, Customer Experience, Customer Service, Telephone Skills, Call Centers
Education
University of Phoenix 2010 — 2012
Associate of Arts (A.A.), Psychology
Harrisonville Cass Career Center 2003 — 2005
CNA Certificate, Nursing
Raymore Peculiar High School 2001 — 2005
High School Diploma, General
Parallon Workforce Solutions April 2015 - Present
HCA February 2013 - April 2015
HCA June 2006 - January 2014
J.P. Morgan Chase February 2005 - February 2006
J. P March 2002 - February 2005
J.P. Morgan January 1989 - March 2002
J.P. Morgan April 1987 - December 1988
Skills
CNA, Notary Public, Alcoholic Beverages, Payroll, Access, Spreadsheets, Customer Service, Data Entry, Outlook, PowerPoint, Microsoft Excel, Accounts Receivable, Accounts Payable, PeopleSoft, Leadership, Training, Administrative..., HIPAA, Time Management, Budgets, Team Building, Hospitals, Process Improvement, Healthcare, Microsoft Office, Invoicing
Education
Columbia Southern University
Master's Degree, Health/Health Care Administration/Management
University of Phoenix 2002 — 2005
Bachelor of Science, Business Management
David W.Carter 1986 — 1990
General Studies
Overstock.com November 2014 - Present
Peres Housing Services January 2013 - Present
Real Estate Services 2013 - Present
Humana 2012 - November 2014
Syntel December 2011 - December 2012
ING U.S. May 2011 - July 2011
J.P. Morgan November 2010 - April 2011
HP November 2008 - August 2010
Raymond James 2008 - November 2008
Texas Medicaid & Healthcare Partnership - TMHP 2006 - 2008
Skills
Real Estate Financing, Data Warehousing, Foreclosures, Databases, ETL, Real Estate Investment..., Business Analysis, SQL, SDLC, Program Management, Real Estate, Data Migration, Real Estate Transactions, Residential Investment..., Project Management, Data Warehouse..., Requirements Gathering, Data Mining, SQL database design, Data integrity, Microsoft SQL Server, MS Office Suite, Training & Development, Electronic Trading, SQL tuning, VLDB, Healthcare IT, IT Governance, Presentation skills, Solution Architect, Staff mentoring, Organizational..., Critical Path Scheduling, Matrix Management, Microsoft Office, Business Intelligence, Data Modeling, Integration, Healthcare Information..., Visio, Database Design, Oracle, SharePoint, SOA, Performance Tuning, T-SQL, Enterprise Architecture, Quality Assurance, Homeowners, Software Documentation
Education
Western Governors University 2010 — 2016
BS, Computer Science – Databases
University of Phoenix 2007 — 2009
Assoc., Computer Science – Databases
Brainbench 2008 — 2008
Certifications, PROFESSIONAL DEVELOPMENT
FlipAdvantage-Louisville
FlipAdvantage-Louisville
FlipAdvantage-Louisville
Quest Partners LLC August 2013 - Present
J.P. Morgan February 2011 - August 2013
Travelers Insurance May 2009 - August 2009
Skills
Quantitative Trading, Statistical Arbitrage, High Frequency Trading, Machine Learning, Data Mining, Statistics, Stochastic Calculus, C++, R, Python, Matlab
Education
University of Pittsburgh 2006 — 2010
Doctor of Philosophy (Ph.D.), Statistics
Zhejiang University 2002 — 2006
B.S., Mathematics
J.P. Morgan June 2014 - Present
Education
University of Pennsylvania - The Wharton School 2009 — 2013
BS, Finance, Management
The Hotchkiss School 2005 — 2009
High School Diploma
J.P. Morgan June 2015 - August 2015
J.P. Morgan June 2014 - August 2014
University of Pennsylvania October 2013 - April 2014
The Wharton School September 2013 - April 2014
University of Pennsylvania June 2013 - August 2013
Garrison Investment Group June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Matlab, Python, VBA, R, JMP, Leadership, Public Speaking, Teamwork, PowerPoint, Microsoft Word, Economics
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor's Degree, Statistics and Finance, 3.43
J.P. Morgan May 2015 - Present
J.P. Morgan June 2014 - August 2014
The Wharton School September 2013 - December 2013
Student Federal Credit Union September 2012 - December 2013
UniCredit Bank Austria AG July 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PADI Rescue Diver, Sailing, JMP, Bloomberg Terminal
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (BS), Accounting and Finance
American Embassy School 2004 — 2012
HFF September 2015 - Present
J.P. Morgan Asset Management February 2013 - July 2015
J.P. Morgan March 2011 - January 2013
United States Treasury Department June 2010 - January 2011
University of Pittsburgh January 2007 - May 2010
Ravinia Festival May 2008 - September 2008
CBOE May 2007 - August 2007
Michael Baker Corporation June 2006 - August 2006
Skills
Financial Analysis, Business Analysis, Financial Reporting, Financial Accounting, Teamwork, Microsoft Office, Financial Modeling, Investments, Analysis, Finance, Capital Markets, Fixed Income, Asset Management
Education
University of Pittsburgh
Bachelor of Science Business Administration, Finance & Accounting Major, Economics Minor
Bessemer Venture Partners June 2011 - August 2011
J.P. Morgan June 2010 - August 2010
Monitor Group March 2005 - April 2009
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Healthcare Management, Finance
University of Pennsylvania - School of Engineering & Applied Science 2000 — 2004
BAS, Biomedical Science
University of Pennsylvania - The Wharton School 2000 — 2004
BSE, Finance
Scotiabank April 2013 - April 2014
Standard Chartered Bank October 2006 - March 2013
J.P. Morgan 2000 - 2006
NYAC/EMPIRE STATE 1995 - 2005
NCAA Water Polo 1996 - 2000
Skills
Banking, Collateral Management, Securities, Derivatives, Fixed Income, Hedge Funds, Credit Risk, Capital Markets, Investment Banking, Portfolio Management, Financial Markets, Trade Finance, Financial Risk, Credit, Equities, Corporate Finance, Risk Management, Bloomberg
Education
University of Phoenix 2002 — 2005
MBA
Saint Francis College
J.P. Morgan September 2012 - Present
Skills
Equity Compensation, Product Management, Product Development, Equities, Competitive Analysis, Cross-functional Team..., Vendor Management, Product Marketing, Risk Management, Strategic Planning, Strategy Development, Business Analysis, Business Requirements, Business Strategy, Vendor Relations, Compliance, Process Improvement, Financial Analysis, Emerging Markets, Payments, Customer Experience, Marketing Strategy, Competitive Intelligence, Banking, Business Management, Product Life Cycle..., Product Launch, Team Building, SDLC, Change Management, Team Leadership, Cash Management, Product Strategy, Executive Reporting, Options, Management, Financial Services, Strategy, Analytics, Mergers & Acquisitions, Relationship Management, Executive Management, Securities, Business Process..., CRM, Training
Education
University of Pennsylvania - The Wharton School
BS, Economics, Strategic Mgmt
J.P. Morgan November 2013 - December 2014
JPMorgan Chase 2011 - November 2013
J P Morgan Chase 2006 - 2011
JPMorgan Chase 2001 - 2006
Skills
Securities, AML, Banking, Risk Management, Due Diligence, Financial Risk, Equities, Loans, Financial Services, Fixed Income, Operational Risk, Quality Assurance, OFAC, Business Analysis
Education
University of Phoenix
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
J.P. Morgan November 2014 - Present
UBS May 2011 - November 2014
Platinum Wealth Management, a general agency of MassMutual Financial Group June 2010 - May 2011
UBS January 2007 - June 2010
UBS August 2006 - January 2007
UBS June 2004 - August 2006
Humana, Inc August 2003 - June 2004
Western Wisconsin Technical College January 1999 - March 2003
Edward Jones November 1996 - March 2003
Edward Jones September 1995 - November 1996
Education
University of Phoenix 2009 — 2011
Bachelor, IT - Multimedia & Visual Communications
Madison Area Technical College 1995 — 1997
Associates, Finance
University of Wisconsin-Stout 1987 — 1991
Bachelor of Science, Hotel & Restaurant Management
J.P. Morgan 2000 - Present
Unisys 1999 - 1999
Skills
Technical Support, Market Data, System Deployment, Networking, Investment Banking, Desktop Application..., Disaster Recovery, Equities
Education
University of Peshawar 1990 — 1994
J.P. Morgan June 2014 - June 2015
Cognosante February 2013 - June 2014
Medicis Pharmaceutical April 2011 - December 2012
TriWest Healthcare Alliance August 2007 - July 2010
TriWest Healthcare Alliance May 2006 - August 2007
Skills
Pharmaceutical Industry, Employee Relations, Performance Management, Training, Training Delivery, Instructor-led Training, Teacher Training, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Publisher, PowerPoint, PowerPoint development, Instructional Design, Work Instructions, Group Training, Group Instruction, Leadership, Management, Team Building, Public Speaking, Marketing, Employee Training, Leadership Development, Software Documentation
Education
Walden University 2013 — 2015
Masters of Science, Instructional Design, Training & Performance Improvement
University of Phoenix 2003 — 2005
Bachelor of Science (B.S.), Business Administration and Marketing
J.P. Morgan April 2015 - Present
JP Morgan Chase Bank N.A. February 2011 - April 2015
Bally Total Fitness October 2000 - February 2011
Skills
Customer Retention, Operations Management, Finance, Relationship Management, Coaching, Customer Satisfaction, Customer Service, Personal Training, Fitness, Team Building, Loans, Credit, Financial Analysis, Banking, Sales, Microsoft Excel, Outlook, CRM, Microsoft Word, Small Business, Hiring, Employee Training, Leadership, Event Planning, Management
Education
University of Phoenix 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, 3.0
J.P. Morgan July 2013 - Present
J.P. Morgan July 2010 - Present
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science in Economics, Finance, Management, Legal Studies
Sycamore High School
Teach For America June 2014 - Present
Dallas Independent School District August 2014 - Present
Edcarta June 2015 - August 2015
J.P. Morgan June 2013 - August 2013
Health Management Associates, Inc. August 2012 - April 2013
Health Management Associates, Inc. June 2012 - August 2012
Structure Medical June 2011 - August 2011
Core Property Capital June 2010 - August 2010
Skills
Negotiation, Public Speaking, Microsoft Excel, Financial Analysis, Data Analysis, Healthcare, Teaching, Statistics
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science, Finance, Marketing, Social Impact and Responsibility
Community School of Naples 2004 — 2010
Ivy League Model United Nations Conference February 2014 - February 2015
J.P. Morgan May 2014 - August 2014
Copa Airlines July 2013 - August 2013
Wharton Small Business Development Center May 2013 - June 2013
QFR Capital Management, L.P. June 2011 - July 2012
Skills
Foreign Languages, Financial Analysis, Marketing, Creative Problem Solving, Emerging Markets, Multilingual..., Travel, Microsoft Excel, Microsoft Office, PowerPoint, Editing, Teamwork, Public Speaking, Data Analysis
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Arts and Bachelor of Science in Economics, International Studies and Business, Senior
J.P. Morgan June 2012 - June 2014
Morgan Stanley June 2011 - June 2012
Education
Penn Engineering 2015 — 2016
Masters in Engineering
Wharton School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Joseph A. Wharton Fellow
Yale University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Empower Retirement September 2014 - Present
J.P. Morgan June 2013 - September 2014
Prudential Financial February 2009 - June 2013
Prudential Financial February 2004 - February 2009
CIGNA Retirement & Investment Services October 1997 - February 2004
CIGNA Retirement & Investment Services October 1997 - February 2004
CIGNA Retirement & Investment Services October 1997 - February 2004
CIGNA Retirement & Investment Services October 1997 - February 2004
Skills
Retirement, Series 6, Defined Contribution, Relationship Management, 401k, Operations Management, FINRA Supervisory..., Strategy, Employee Benefits, Financial Services, Process Improvement, CRM, Leadership, Management, Project Management
Education
University of Phoenix 2007 — 2010
Bachelor's Degree, Business Management
Northeast Iowa Community College 1994 — 1996
Associate's Degree, Marketing/Marketing Management, General
QNB Bank August 2011 - Present
Republic First Bank June 2010 - September 2011
Republic First Bank March 2005 - February 2010
Republic First Bank January 2003 - March 2005
J.P. Morgan July 2000 - January 2003
JP Morgan Private Bank December 1998 - July 2000
Skills
Business Analysis, Vendor Management, Strategy, Business Process..., Project Management, Program Management, Management, Business Process, Disaster Recovery, Banking, Leadership, CRM, PMO, Customer Service, Business Strategy, Security
Education
Villanova University 2000 — 2006
MBA, MIS
University of Pittsburgh 1993 — 1997
Bachelor's degree
J.P. Morgan April 2007 - Present
Education
University of Phoenix 2013 — 2016
Bachelor's Degree, Healthcare Information System, 2.3
Gulf County Chamber of Commerce July 2015 - Present
AAA Travel June 2014 - May 2015
J.P. Morgan August 2012 - March 2014
AAA New Mexico October 2002 - July 2005
AAA Northern California, Nevada & Utah August 1998 - April 2001
Skills
Banking, Sales, Customer Service, Financial Services, Travel Management, Business Travel, Leisure Travel, Travel Planning, Travel Arrangements, Travel, Adventure Travel, Travel Insurance, International Travel, Disney Vacations, Cruising, Luxury Cruise, Luxury Travel, Travel Agency, Team Building, Event Planning, Program Management, Management, Leadership, Marketing, Social Media, Government, Training, Public Speaking, Microsoft Office, Strategic Planning, Social Networking, Customer Satisfaction, Small Business, Social Media Marketing, Budgets, New Business Development, Organizational..., Public Relations, Process Improvement, Nonprofits, Community Outreach, Event Management
Education
University of Phoenix 2013 — 2016
Business Management, Hospitality and Tourism
Northridge High School 1992 — 1995
J.P. Morgan October 2014 - Present
J.P. Morgan September 2012 - Present
Morgan Stanley 2009 - September 2012
Smith Barney 2006 - 2009
Hudson United Bank 2004 - 2006
Skills
Project Management, Investments, Marketing Strategy, Microsoft Excel, Microsoft Word, Series 63, Series 7, Retirement Planning, Wealth Management, Event Planning, PowerPoint, Microsoft Office, Digital Marketing, Social Networking, Customer Service, Strategic Planning, Sales, Research, Marketing
Education
University of Phoenix 2009 — 2012
Bachelors in Business, Business Administration and Management, General
University of Phoenix
J.P. Morgan July 2014 - Present
BB&T May 2013 - July 2014
PNC Investments October 2011 - May 2013
BankAtlantic August 2008 - October 2011
Kmart Corporation November 2007 - May 2008
Radio 102.7fm September 2005 - October 2007
Skills
Business Development, Management, Marketing, Sales, Risk Management, Analysis, Finance, Investments, Banking, Credit, Loans, Portfolio Management, Mutual Funds, Consulting, Wealth Management, Strategic Financial..., Retirement Planning, Series 7, Mortgage Lending, Financial Analysis
Education
University of Phoenix 2011 — 2013
Master of Business Administration (MBA)
University of London 2006 — 2010
Bachelor of Laws (LL.B.), Law
Barclays May 2015 - Present
Gallo Digital LLC May 2014 - August 2014
180 Degrees Consulting January 2014 - June 2014
J.P. Morgan May 2013 - August 2013
RLDigiart January 2012 - July 2013
Sonoma County Economic Development Board May 2012 - August 2012
City of Santa Rosa 2011 - 2012
Skills
PowerPoint, Fundraising, Microsoft Excel, Spanish, Portrait Photography, French, Research, Market Research, Data Analysis, Mandarin - Chinese, Commercial Photography, Valuation, Corporate Finance, Social Media Marketing, Business Development, Community Outreach
Education
University of Pennsylvania - The Wharton School 2012 — 2016
J.P. Morgan June 2014 - August 2014
Momentum Real Estate Partners June 2013 - July 2013
Skeletal Dynamics, LLC June 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Public Speaking, Teamwork, Research, Leadership, Valuation, Social Media, Analysis, Mergers & Acquisitions, Market Research
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (B.Sc.), Finance
Ransom Everglades 2008 — 2012
Citi August 2011 - Present
Mary Kay Inc. February 2014 - June 2014
Republic Services December 2013 - 2014
Citi October 2010 - November 2013
Alltel Wireless April 2006 - October 2010
J.P. Morgan December 2002 - November 2006
Skills
10+ years of Customer..., Time Management, Computer/Technical..., Call Center, Collections, Call Centers, Customer Satisfaction, Training, Accounts Receivable, Customer Service, Invoicing, Insurance, Credit, Program Management, Accounting
Education
Western Governors University 2014 — 2016
Bachelor of Science (BSc), Business Administration and Management, General
University of Phoenix 2009 — 2011
Associate of Arts (AA), Business Administration and Management, General
Tampa Bay Technical Vocational HS 1996 — 1999
High School, Regular/General High School/Secondary Diploma Program
Ocwen Financial Corporation January 2014 - Present
Citi February 2013 - January 2014
J.P. Morgan August 2011 - February 2013
Horseshoe Casino May 2005 - June 2009
Skills
Organizational..., Proactive self-starter, Written & Verbal..., Microsoft Office, Microsoft Excel, Microsoft Word, Military Experience, Outlook, Windows, Customer Satisfaction
Education
University of Phoenix 2011 — 2014
Education
Huntington Highshool 2000 — 2004
American Financial Resources April 2015 - Present
Forthright Funding February 2015 - April 2015
J.P. Morgan September 2009 - April 2014
loanDepot April 2014 - 2014
Wells Fargo Home Mortgage December 2008 - August 2009
US Capital November 1997 - December 2008
Skills
Loan Origination, Loans, Mortgage Lending, Refinance, Residential Mortgages, FHA, Mortgage Banking, VA loans, FHA financing, Government Loans, Mortgage Underwriting, Credit, Sales, Banking, Investment Properties, Real Estate, Customer Service, Credit Analysis, First Time Home Buyers, Sales Management, Residential Homes, Loss Mitigation, Construction Loans, VA Loans, FHA Financing
Education
University of Phoenix 2008 — 2009
Information Technology
J.P. Morgan October 2013 - Present
Southern Graphic Systems April 2012 - March 2013
Kraft Foods Group September 1995 - March 2012
Leica Microsystems February 1991 - January 1993
Skills
Traffic Management, Project Management, Department Budget..., Market Research, Art Direction, Forecasting, Organizational..., Competitive Analysis, Executive Management, Pre-press, Microsoft Office, Illustrator, Adobe Creative Suite, Graphic Design, InDesign, QuickBooks
Education
University of Phoenix 2013 — 2017
Bachelor of Criminal Justice, Criminal Justice/Police Science
GO Financial October 2014 - Present
Ajilon 2013 - October 2014
University of Phoenix October 2008 - August 2013
J.P. Morgan April 2003 - September 2008
Skills
Admissions, Higher Education, Adult Education, Student Affairs, Student Financial Aid, Academic Advising, Student Recruiting, E-Learning, Staff Development, Student Development, Conflict Resolution, Career Development, Career Counseling, Retaining Customers, Resume Writing, Human Resources, Campus, CampusVue, Data Entry, College Recruiting, Recruiting
Education
University of Phoenix 2008 — 2013
Bachelors in Business, Public Administration
J.P. Morgan June 2015 - Present
The Wharton School 2014 - Present
The Wharton School September 2014 - Present
Manning & Napier June 2014 - August 2014
SAT/ACT Tutor May 2013 - August 2013
UBS August 2012 - August 2012
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Public Speaking, Spanish, Research, Event Planning, Social Media, Higher Education, Editing, SPSS, Facebook, Data Analysis, Fundraising
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor's Degree
Pittsford Mendon High School 2010 — 2013
Fortress Investment Group June 2014 - Present
J.P. Morgan June 2012 - June 2014
J.P. Morgan June 2011 - August 2011
U.S. Bankruptcy Court, District of Delaware June 2009 - August 2009
The Caesar Rodney Institute May 2009 - August 2009
Morris, Nichols, Arsht, and Tunnell June 2008 - August 2008
Skills
Management, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Social Media, Teamwork, Public Speaking, Data Analysis, Financial Analysis, Financial Modeling, Corporate Finance, Finance, Investments, Valuation
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (B.S.), Finance; Philosophy, Summa cum laude
Salesianum School 2004 — 2008
High School
Avanti Real Estate Corporation 1990 - Present
Lazard Freres & Co. 1985 - 1990
J.P. Morgan 1978 - 1985
Skills
Real Estate, Acquisitions, Asset Management, Real Estate Economics, Real Estate Development, Leases, Real Estate Transactions, Investment Properties, Commercial Real Estate, Real Estate Private..., Due Diligence, Investments, Portfolio Management
Education
University of Pennsylvania - The Wharton School
MBA, Real Estate Finance
Yale University
BA, Political Science/Urban Planning
Facebook January 2014 - Present
J.P. Morgan June 2011 - December 2013
Penn Student Agencies March 2009 - March 2011
J.P. Morgan June 2010 - August 2010
Skills
Financial Modeling, Analysis, Credit Risk, Credit, Valuation, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2007 — 2011
2011, Finance and Accounting
L-3 National Security Solutions October 2013 - Present
J.P. Morgan February 2012 - Present
J.P. Morgan February 2012 - Present
Citigroup September 2005 - February 2012
PricewaterhouseCoopers October 2004 - May 2005
Skills
Access, Operations Management, Software Documentation, Process Improvement, Management, Finance, Analysis, Financial Analysis, Accounting, Databases, Banking, Team Leadership
Education
University of Phoenix 2008 — 2009
Masters, Business Administration
Citi Mentoring Program
Clearwater Christian College
Bachelor of Science, Mathematics
Clearwater Christian College (Florida 2000 - 2004)
Bachelor of Science, Mathematics
University of Phoenix (Florida 2008 - 2009)
Masters, Business Administration
J.P. Morgan June 2015 - July 2015
American European Products June 2014 - July 2014
Cordasco Financial Network January 2014 - May 2014
Barclays December 2013 - December 2013
Win Signature Restaurants May 2008 - May 2013
Skills
Bloomberg Terminal, Morningstar, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Matlab, Junxure, JMP_10 (Applied..., JavaScript, Cooking
Education
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor of Science in Economics, Finance, Strategic Management and Entrepreneurship, Junior (Class of 2016)
Radnor High School 2008 — 2012
J.P. Morgan June 2014 - Present
The Wharton School January 2012 - December 2013
J.P. Morgan June 2013 - August 2013
Trilogy Capital, LLC July 2012 - August 2012
Landmark Ventures May 2012 - July 2012
Penn Bioengineering March 2011 - February 2012
Cornell University July 2009 - August 2009
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (BS), Economics
J.P. Morgan July 2015 - Present
Open Systems Technologies May 2013 - December 2014
Kforce Inc. March 2011 - May 2013
Everest University November 2009 - March 2011
M & I Bank October 2006 - February 2009
Streamline Mortgages March 2005 - September 2006
Southern Family Insurance 1997 - 2002
Southern Family Insurance 1997 - 2002
Skills
Technical Recruiting, College Recruiting, Loans
Education
University of Phoenix 2000 — 2002
Bachelor of Arts (BA), Business Management
Hillsborough Community College
Associate of Arts
Allstate February 2014 - Present
J.P. Morgan June 2007 - April 2013
Skills
Call Centers, Visio, Banking, Risk Management, Mortgage Lending, Credit, Mortgage Banking, Operational Risk..., Financial Risk, Finance, Operational Risk, Consumer Lending, Team Building, Customer Experience, Customer Service, Marketing, Marketing Communications, Social Media Marketing, Advertising, Microsoft Excel
Education
University of Phoenix 2012 — 2014
Bachelor of Business Administration (B.B.A.), Project Management
JPMorgan Chase & Co. April 2015 - Present
JPMorgan Chase & Co. April 2015 - Present
J.P. Morgan January 2013 - April 2015
WSFS Bank May 2012 - August 2012
Skills
Data Analysis, Inventory Management, Banking, Credit Risk, Microsoft Excel, Hedge Funds, Process Improvement, Microsoft Office, Leadership, Project Management
Education
University of Pittsburgh 2008 — 2012
Bachelor's degree, Economics
EXIT Real Estate Gallery May 2015 - Present
J.P. Morgan January 2013 - November 2014
J.P. Morgan April 2011 - February 2013
J.P. Morgan September 2009 - April 2011
Key Pointe Mortgage June 2003 - August 2009
Skills
Loans, Underwriting, Coaching, Training, Quality Control, Auditing, Credit, Banking, Risk Management, Financial Analysis, Finance, Insurance, Equities, Portfolio Management, Mortgage Lending, Investments, Relationship Management, Recruiting, Credit Analysis, Loan Origination, Refinance, Customer Service, Member of Toastmasters, Call Centers, Human Resources, Management, Sales, Mortgage Banking, Leadership, Loss Mitigation, Financial Services, Analysis, Business Analysis, Credit Risk, Program Management, Access, FHA, Team Leadership, Default, Residential Mortgages, Loan Servicing, Commercial Lending, Funding, Mortgage Servicing, Retail Banking, Process Improvement, Negotiation, Financial Risk, Marketing, Software Documentation
Education
Liberty University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
University of Phoenix 2009 — 2012
Bachelor of Science, Concentration Finance
J.P. Morgan July 2015 - Present
JPMorgan Chase November 2013 - July 2015
Skills
Quality Assurance, HP Quality Center, Quality Center, User Acceptance Testing, System Testing, Process Improvement, Business Requirements, Technical Writing, Agile Methodologies, KYC, CIP, Operational Excellence, Financial Services, Financial Risk, Professional Mentoring, MIS Data Reporting, Microsoft Office, Cross Functional Team..., Bilingual..., Customer Experience, SharePoint..., Due Diligence, Customer Service
Education
University of Phoenix 2004 — 2006
MBA, Human Resources Management
University of Puerto Rico-Ponce 1995 — 1999
BBA, Marketing
Santísima Trinidad School
General Studies, General Studies
J.P. Morgan August 2009 - Present
Lehman Brothers June 2008 - August 2008
Time Warner Inc. July 2003 - July 2007
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance and Financial Management Services
University of Pennsylvania 2000 — 2003
Bachelor of Arts (B.A.), International Relations and Affairs
Univeristy of Michigan 1999 — 2000
Bachelor of Arts (B.A.), International Relations and Affairs
Waddell & Reed October 2013 - Present
JMA Information Technology December 2012 - Present
J.P. Morgan July 2011 - December 2012
LPS Real Estate Group November 2009 - July 2011
JP Morgan April 2008 - November 2009
Stinson Morrison Hecker September 2006 - April 2008
Skills
Certified Scrum Master..., SharePoint, SQL, Software Documentation, Integration, Business Analysis, Business Process, Managed Services, Management, Project Management, Quality Assurance, Scrum, Solution Delivery, Vendor Management
Education
University of Phoenix 2008 — 2009
BS, Management
J.P. Morgan December 2014 - Present
Alexander Gallo Holdings May 2011 - December 2014
Sallie Mae October 2010 - May 2011
CSC August 2006 - April 2010
UPS-SCS December 2005 - August 2006
Wells Fargo March 2004 - June 2005
JPMorgan Chase December 2001 - February 2004
ADT Fire & Security October 2001 - December 2001
Beneficial Savings Bank July 1998 - March 2001
Skills
Customer Service, Insurance, Project Management, Strategic Planning, Call Center, Negotiation, Coaching, Sales Management, Financial Analysis, Sales, New Business Development, Process Improvement, Accounts Receivable, Microsoft Office, Accounting, Marketing, Customer Satisfaction, Access, Training
Education
PC Consulting 2001 — 2003
Certificate, A+ Certification
Wilmington College 2001 — 2003
Business Management
University of Phoenix
Business, Management, Marketing, and Related Support Services
J.P. Morgan September 2013 - Present
JPMorgan Chase June 2012 - Present
JPMorgan Chase February 2012 - June 2012
JP Morgan Chase June 2009 - October 2010
Fidelity Investments June 2000 - September 2008
Skills
Relationship Management, Series 7, Mutual Funds, Banking, Credit, Financial Services, 401k, Credit Analysis, Portfolio Management, Investments, Loans, Series 24, FHA, Refinance, Mortgage Banking, Sales
Education
University of Phoenix 2007 — 2008
MBA, Business Administration
Paul Quinn 1995 — 2000
Bachelors, Business Administration
Stabilis Capital Management, LLC September 2013 - Present
Brencourt Advisors May 2012 - August 2012
Arena Investors, LLC June 2009 - May 2012
DB Zwirn & Co., LP 2007 - 2009
J.P. Morgan Securities, Inc. 2005 - 2007
J.P. Morgan February 2005 - June 2005
J.P. Morgan June 2004 - August 2004
Skills
Investment Banking, Leveraged Finance, Securitization, Real Estate, Distressed Debt, Credit Analysis, Chapter 11, UCC filings, Secured Transactions, Asset Based Finance, Debt Restructuring, High Yield Bonds, Special Situations..., Event Driven, Special Situations, Private Equity, Restructuring, Credit
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Distressed Asset Investing (self-designed major)
University of Pennsylvania Law School
University of Chicago 2001 — 2005
BA, Economics
J.P. Morgan April 2015 - Present
Brandes Investment Partners May 1998 - October 2014
Skills
Equities, Securities, Fixed Income, Series 63, Mutual Funds, Series 7, Managing Accounts, Valuation, Financial Modeling, Bonds, Investor Relations, FINRA, Analysis, Alternative Investments, Financial Markets, Commodity, Financial Analysis, Asset Management, Swaps, Capital Markets, Options, Wealth Management, Hedge Funds, Equity Valuation
Education
University of Phoenix
Business, Management, Marketing, and Related Support Services
Trimaran Advisors 2012 - Present
S&P 2011 - 2012
Navigare Partners, LLC 2006 - 2010
BNP Paribas 2001 - 2003
J.P. Morgan September 1994 - September 2000
Skills
Capital Markets, Valuation, Fixed Income, Private Equity
Education
University of Pennsylvania - The Wharton School
JPMorgan Chase & Co. September 2014 - Present
J.P. Morgan March 2010 - September 2013
JPMorgan Chase March 2009 - March 2010
ARAMARK 2008 - 2009
Skills
Credit, Management, Financial Analysis, Leadership, Banking, Analysis, Mortgage Lending, Accounts Receivable, Financial Reporting, Sales, Credit Analysis, Portfolio Management, Risk Management, Finance, Credit Risk, Mortgage Banking, Negotiation, Cash Flow, Loans, Underwriting, Accounting, Insurance, CRM, Lines Of Credit, Consumer Lending, High Organizational..., Marketing, Process Improvement, Budgets, Client Liason, Customer Liason, Corporate Liaison, Analytical Evaluations
Education
University of Phoenix 2008 — 2011
Bachelor, Finance
Bryan Career College
Citi February 2014 - Present
PSCU February 2013 - December 2013
Citi November 2012 - January 2013
Citi March 2012 - July 2012
J.P. Morgan June 2010 - November 2011
Gain Consulting LLC August 2008 - June 2010
J.P. Morgan February 2008 - August 2008
Southern DataComm May 2005 - January 2007
Gain Consulting LLC August 2003 - May 2005
Progress Energy March 1996 - January 2003
Skills
System Administration, Project Delivery, Change Control, Cross-functional..., Workstations, Software Development, Integration, Vendor Management, IT Management, Cross-functional Team..., Security, Business Process, Strategy, Process Improvement, VMware, Analysis, Testing, SDLC, Management, Project Management, Visio
Education
University of Phoenix 2004 — 2006
MS, Computer Information Systems
University of Phoenix 2002 — 2004
BS, Information Technology
Amazon July 2014 - Present
The Wharton School August 2012 - May 2014
JPMorgan January 2011 - May 2012
J.P. Morgan July 2008 - December 2010
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Management, Marketing
Washington University in St. Louis 2004 — 2008
BSBA, Finance, Accounting, and International Business
Colorado Academy 1991 — 2004
J.P. Morgan July 2014 - Present
J.P. Morgan June 2013 - August 2013
LR Global Bangladesh Asset Management Company Ltd October 2010 - June 2012
LR Global Bangladesh Asset Management Company January 2009 - September 2010
Asian Tiger Capital Partners March 2008 - December 2008
Skills
Equity Valuation, Capital Markets, Corporate Finance, Financial Modeling, Financial Analysis, Equity Research, Valuation, Finance, Portfolio Management, Investment Banking, DCF, Asset Management, Bloomberg, Emerging Markets, Private Equity, Investments, Equities, Mergers & Acquisitions, Financial Markets, Investment Management
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Finance, General
IBA, University of Dhaka 2004 — 2008
BBA, Finance
J.P. Morgan August 2011 - Present
UBS Investment Bank July 2010 - August 2011
Citigroup January 2009 - June 2010
Citigroup July 1997 - December 2008
Citigroup July 1995 - July 1997
Skills
Structured Products, Equity Derivatives
Education
University of Pennsylvania - The Wharton School 1991 — 1995
BS & BA, Finance, Public Policy, Psychology
Independent Contractor 2010 - 2014
Distribution Management Systems 1997 - 2010
Anderson Consulting Services Inc. 1996 - 1997
J.P. Morgan 1990 - 1996
Skills
Project Management, Business Process..., Business Analysis, IT Systems..., Distribution Serivces, Contract Consulting, Strategic Relationship..., Budget Oversight, Cost Control, Training/Staff..., Financial Analysis, Resource Management, Human Resources
Education
University of Phoenix
Master of Health Administration, Information Systems
Westminster College (PA)
Bachelor of Science (B.S.), Computer Science/IT
George Washington University 2011 - 2014
Greenhill & Co. 2001 - 2010
GE Equity 2000 - 2000
JP Morgan 1997 - 1999
J.P. Morgan 1995 - 1997
J.P. Morgan 1994 - 1995
Skills
Asset Management, Investments, Private Equity, Venture Capital, Hedge Funds, Equities, Fixed Income, Credit, Emerging Markets, Investment Banking, Mergers & Acquisitions, Debt Restructuring, Corporate Finance, Capital Markets, Financial Modeling, Valuation, Due Diligence, Client Development, Client Relations, Client Presentation, Team Leadership, Project Management, Corporate Recruiting, Employee Training
Education
University of Pennsylvania - The Wharton School
MBA
University of Virginia
BA
GSK April 2015 - Present
J.P. Morgan 2014 - 2015
Bristol-Myers Squibb January 2014 - August 2014
Reed Technology and Information Services 2013 - 2014
Vishay Precision Group, Inc. (VPG) May 2012 - January 2013
TransAtlantic Petroleum Ltd. September 2010 - February 2012
Rex Energy Corporation September 2007 - March 2010
Boeing defense systems 2002 - 2007
HEWLETT-PACKARD January 2001 - January 2002
FINANCIAL COMMUNICATIONS, ASSOCIATES May 1996 - August 1999
Skills
Great Plains, Thomson One, Financial Software, Manugistics, Microsoft Office, Executive Management, Financial Reporting, Valuation, Economics, Investments, Analysis, Bloomberg, Cognos, Research, Policy, Forecasting, Strategic Planning, Excel, Compliance, Planning, Customer Relations, Hoovers, Customer Service, Start-ups, Investor Relations, Corporate Finance, Financial Analysis, Public Relations, Conferences, Corporate Communications, Financial Modeling, Press Releases, Messaging, Business Strategy, Mergers, Writing, Problem Solving, Capital Markets, Internal Communications, Team Leadership, Competitive Analysis, Due Diligence, Energy, PowerPoint, Oil, Public Speaking, Business Planning, Annual Reports, Adobe Contribute, Press Release...
Education
University of Phoenix 2010 — 2013
BS, Business/Corporate Communications, 3.2
West Chester University of Pennsylvania 1985 — 1989
BS, Economics
Rets Electronics 1981 — 1983
A.A, Electronic Engineering Technology
Upper Darby 1979 — 1981
J.P. Morgan June 1999 - Present
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA - Finance
U.S. Naval Academy 1988 — 1992
Bachelor of Science (B.S.)
J.P. Morgan July 2014 - Present
J.P. Morgan January 2013 - June 2014
J.P. Morgan May 2012 - December 2012
JPMorgan Securities Inc. June 2005 - May 2012
Skills
Finance, Public Speaking
Education
University of Pennsylvania - The Wharton School 2001 — 2005
BS, Finance
J.P. Morgan March 2010 - Present
Skandia Global Funds June 2007 - December 2009
Evergreen Investments September 2005 - June 2007
Vanguard Group June 2001 - September 2005
Education
University of Phoenix 2002 — 2004
Master in Business Administration, Specialization in Global Management
University of South Carolina - Darla Moore School of Business 1997 — 2001
Bachelor of Science in Business Administration, Finance and Management Information Systems
US Army May 2013 - Present
United States Senate November 2012 - May 2013
PNC Bank April 2011 - October 2012
J.P. Morgan June 2010 - January 2011
Agile and Associates, LLC May 2009 - June 2010
WMATA August 2007 - April 2009
Administrative Offices United States Courts December 2006 - August 2007
Sprint November 2005 - December 2006
HMSHost September 2000 - May 2005
WorkStrategy, Inc. 2005 - 2005
Skills
Financials, PeopleTools, Payroll, SDLC, PeopleSoft, Requirements Analysis, Business Process, Business Process..., Business Analysis, Requirements Gathering, HRIS, Integration, Business Intelligence, Oracle E-Business Suite, Vendor Management, ERP, Process Improvement, Consulting
Education
University of Phoenix
Bachelors of Science, Business Management
J.P. Morgan July 2015 - Present
J.P. Morgan June 2014 - August 2014
IFC November 2011 - July 2013
IFC - International Finance Corporation November 2010 - November 2011
IFC - International Finance Corporation May 2008 - November 2010
PricewaterhouseCoopers July 2004 - May 2008
Skills
Financial Modeling, Financial Analysis, Market Analysis, Client Facing, Cross-boarder investment, Emerging Markets, Renewable Energy, Private Equity, Equity Valuation, Debt Restructuring, IFRS, US GAAP
Education
Wharton Business School 2013 — 2015
Master of Business Administration (MBA), Major in Finance, General Management, Strategic Management, and Entrepreneurship
Nanjing Audit University
Bachelor, Accounting
Wells Fargo Securities August 2011 - Present
Citadel Securities 2010 - August 2011
Citigroup 1999 - 2009
J.P. Morgan 1997 - 1999
Bain & Company 1995 - 1997
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
The Heartland Institute September 2015 - Present
CastleOak Securities, L.P. January 2014 - October 2014
College of Lake County August 2011 - 2014
J.P. Morgan 2003 - 2009
Employer & Occupational Services Group 1994 - 2003
Skills
Public Speaking, Customer Service, Microsoft Office, Management, Event Planning, PowerPoint, Outlook, Human Resources, Data Entry, Microsoft Excel, Time Management, Singing, Office Administration
Education
University of Phoenix 2015 — 2017
Bachelor of Science (B.S.), Business
JPMorgan Chase April 2014 - Present
J.P. Morgan March 2011 - Present
Citi July 2010 - March 2011
Citigroup June 2009 - August 2009
KTB Ventures June 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Valuation, LBO, DCF, Emerging Markets, M, Equity Valuation, Equities, Capital Markets, Mergers
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BS, Finance
AmeriCash Loans October 2011 - Present
J.P. Morgan December 2010 - September 2011
PayDay Loan Store July 2007 - March 2008
Jewel Food Stores May 2006 - August 2007
Kentucky Fried Chicken May 2005 - December 2005
Skills
Customer Service, Sales, Marketing, Collections, Data Entry, Cold Calling
Education
University of Phoenix 2012 — 2014
Associate of Arts (A.A.), Accounting
Simeon Career Academy 2002 — 2006
High School Diploma, Accounting
Fidelity Investments July 2012 - Present
Private Registered Investment Advisory Firm June 2011 - June 2012
J.P. Morgan January 2008 - May 2010
J.P. Morgan April 2007 - December 2007
Western & Southern Financial Group October 2000 - March 2007
Western & Southern Financial Group March 2000 - September 2000
Skills
Mutual Funds, Financial Reporting, Fund Accounting, GAAP, Financial Analysis
Education
University of Pittsburgh
Bachelor of Science, Business Administration
J.P. Morgan February 2014 - Present
Feld Entertainment February 2012 - February 2014
Social Solutions June 2010 - July 2010
Stylepins.com May 2009 - August 2009
Horne International June 2008 - August 2008
Skills
Microsoft Excel, Cognos, NetSuite, Microsoft Word, Access, Outlook
Education
University of Pittsburgh 2008 — 2011
Bachelor of Science (B.S.), Finance
J.P. Morgan May 2015 - Present
Citi January 2013 - September 2014
JPMorgan Chase & Co. March 2002 - January 2013
Citi July 1998 - March 2001
Skills
Treasury Services, Compliance, Management, Training, AML, Banking, Anti Money Laundering, Leadership, Financial Risk, Financial Analysis, Finance, Due Diligence, Financial Services, Process Improvement, Customer Service, Risk Management, Analysis, Business Analysis, Vendor Management, Relationship Management, Credit, Call Centers, Retail Banking, Program Management, Payments, Business Process..., Business Requirements, Cash Management, Operations Management
Education
University of Phoenix 2002 — 2004
Bank of America May 2009 - Present
J.P. Morgan 1988 - 2006
Skills
Credit Analysis, Credit, Retail Banking, Banking, Relationship Management, Financial Risk, Loans, Financial Services, Finance, Credit Risk, Commercial Banking, Portfolio Management, Investments, Vendor Management, Customer Service, Management
Education
University of Phoenix
Associates Degree, Business
Rosetta July 2013 - Present
American Express June 2012 - August 2012
J.P. Morgan July 2008 - June 2011
Skills
Financial Modeling, Marketing Strategy, Marketing, Investment Banking, Financial Analysis, Analytics, Corporate Finance, Strategy, Competitive Analysis, Business Strategy, Management Consulting, Strategic Marketing..., Customer Engagement
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (M.B.A.)
University of Chicago 2004 — 2008
BA
Wasabi Management Co. Inc. August 2011 - Present
WASABI MANAGEMENT CO August 2011 - Present
J.P. Morgan April 2006 - July 2011
JPMCHASE January 2008 - January 2011
JPMCHASE January 2006 - January 2008
U.S. Bank January 2005 - January 2006
Charter One Bank January 2004 - January 2005
Skills
ADP Payroll, QuickBooks, Accounts Payable, Accounts Receivable, Benefits Administration, Event Planning, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Bookkeeping, Accounting
Education
University of Phoenix 2008 — 2011
Associate of Arts (A.A.), Business/Marketing
University of Phoenix
Associate of Business
J.P. Morgan February 2008 - Present
j.p. morgan February 2008 - Present
Hofstra University Zarb school of business September 1998 - Present
Skills
Hedge Funds, Equities, Investment Banking, Derivatives, Bloomberg, Alternative Investments, Asset Management, Fixed Income, Equity Research, Series 7, Trading, Securities, Series 63, Investments, Microsoft Excel, Entrepreneurship
Education
University of Pennsylvania - The Wharton School 1973 — 1974
real estate investment analysis and marleting, post graduate advanced study in real estate
johns hopkins university/ner israel rabbinical college 1965 — 1969
bachelor of talmudic law, finance, law, psychology
J.P. Morgan December 2011 - Present
BT Americas Inc. August 2005 - September 2011
BT Americas Inc. June 2003 - August 2005
Telcordia Technologies April 1999 - March 2003
Corning Incorporated April 1996 - January 1999
Education
University of Pittsburgh
Bachelor of Arts, Polititcal Science
University of Pittsburgh School of Law
Juris Doctor, Law
University of Pittsburgh School of Public and International Affairs
Master of Public Administration, International Affairs
J.P. Morgan January 2010 - Present
Education
University of Phoenix 2011 — 2012
Master Information Systems, Computer Science, 3.61
Chase May 2012 - Present
J.P. Morgan April 2011 - May 2012
JPMorgan Chase 2008 - 2011
JPMorgan Chase 2001 - 2008
Skills
Securities, AML, Banking, Risk Management, Series 7, Mutual Funds, Equities, Capital Markets, Financial Risk, Fixed Income, Financial Services, Series 63, Series 6, Regulatory Requirements, Legal Compliance, Compliance, Organizational..., Credit, Portfolio Management, Change Management, Operational Risk
Education
University of Phoenix 2008 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Phoenix 2005 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Madison Comprehensive
Green & Green Enterprises May 2011 - Present
J.P. Morgan April 2010 - February 2011
Landmark Industries March 2008 - May 2010
Skills
Basketball, American Politics
Education
University of Phoenix 2010 — 2011
Associates, Bussiness Management
Morton Ranch high school 2008 — 2009
Class 12TH, Graduation
J.P. Morgan 2013 - 2014
Amazon August 2012 - September 2013
Vertis Communications January 2008 - January 2012
Skills
Benefits Administration, Human Resources, Management, Onboarding, Policy, Employee Benefits
Education
University of Phoenix 2011 — 2012
MBA, Business Administration and Management, General
University of Phoenix 2006 — 2011
BS, Human Resource Management
J.P. Morgan October 2012 - December 2014
ACS, a Xerox Company June 2007 - February 2011
Countrywide Home Loans April 2003 - May 2007
First American Title October 2001 - April 2003
Skills
Training & Development, Coaching, Microsoft Office, AS400, Accounts Payable, Government Relations, Customer Service, Banking, Finance, Mortgage Lending, Microsoft Word, Real Estate
Education
University of Phoenix 2010 — 2014
Bachelor's Degree, Human Resources Management and Services, 3.69 GPA
Coface in North America March 2009 - Present
Prudential Financial January 2006 - February 2009
Viacom September 2005 - December 2005
J.P. Morgan April 2004 - August 2005
RGIS inventory specialists October 2003 - March 2004
Skills
Human Resources, Financial Analysis, Recruiting, Process Improvement, Accounting, Business Development, Management, Microsoft Office, Finance, Financial Reporting, Team Building, Customer Service, Sales Management, General Ledger, Internal Controls, Accounts Payable, Financial Statements, Variance Analysis, Auditing, Analysis, Account Reconciliation, Payroll, Journal Entries, Sarbanes-Oxley Act, Microsoft Excel, GAAP, Invoicing, Financial Accounting, Consolidation, Cash Flow, Access, US GAAP, Forecasting
Education
University of Phoenix 2007 — 2009
MBA, Accounting
J.P. Morgan May 2012 - Present
Bank of America February 2007 - March 2011
Countrywide Bank June 2007 - February 2010
American Home Mortgage Servicing March 2005 - February 2007
Coastal Capital Corp August 2004 - March 2005
CitiFinancial February 2001 - August 2004
Nationstar Mortgage March 2000 - February 2001
Skills
Loss Mitigation, Mortgage, Foreclosures, Credit, Risk Management, Bankruptcy, Collections, Credit Risk, Loan Servicing
Education
University of Phoenix 2010 — 2014
Associates of Art, Business Administration and Management, General, 2.89
Diamond-Hill Jarvis High School 1975 — 1979
High School Diploma
Bank of America August 2012 - December 2012
Employers Insurance Group 2011 - 2011
AGDATA, August 2010 - November 2010
Alltel August 2007 - September 2008
J.P. Morgan December 2006 - July 2007
Skills
Typing, Data Entry, Customer Service, Call Center, Banking, Insurance, Internet, Attention To Detail, Time Management, Back Office, Office Equipment
Education
University of Phoenix
Associate of Science (A.S.), Human Resources Management/Personnel Administration, General
J.P. Morgan July 2013 - Present
J.P. Morgan June 2012 - August 2012
Eyenavision, Inc. September 2011 - April 2012
TerraCycle June 2011 - August 2011
McCaffrey's Supermarket August 2008 - May 2011
Hill Wallack LLP June 2010 - August 2010
Skills
Customer Service, Research, Management, Data Analysis, Economics, Marketing Research, Microsoft Office, Finance, Detailed Organization, Financial Analysis, Microsoft Excel, PowerPoint, Teamwork, Credit, Corporate Finance, Banking, Investments, Communication
Education
University of Pittsburgh 2009 — 2013
Bachelor of Science (BS), Finance and Economics
Baron Capital May 2006 - Present
J.P. Morgan May 2004 - May 2006
Merrill Lynch June 2003 - May 2004
Skills
Equity Research, Equities, Valuation, Financial Modeling, Capital Markets, Investments, Portfolio Management, Series 7, Securities, Financial Analysis, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2001 — 2003
Master of Business Administration (MBA), Accounting and Finance
University of Pennsylvania - The Wharton School 1998 — 2001
Bachelor of Science (BS), Finance, Management
J.P. Morgan July 2007 - Present
Education
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science (B.S.), Economics
J.P. Morgan 2005 - 2010
Education
Wharton School, University of Pennsylvania 2001 — 2005
Bachelor of Science (BS)
J.P. Morgan April 2012 - Present
Chicago Federation of Labor Workers Assistance Committee June 2010 - July 2011
Hyatt Hotels Corporation 2008 - 2009
Kohler Co. 2007 - 2008
HSBC March 2001 - February 2007
Skills
HRIS, Human Resources, Employee Engagement, Banking, PeopleSoft, Performance Management, Onboarding, Recruiting, Employee Relations, Vendor Management, Training, Process Improvement, Microsoft Excel, Customer Service, Management, Outlook, Payroll
Education
University of Phoenix
FNY Capital Management October 2002 - Present
Lancer Partners May 1998 - September 2002
US Trust May 1996 - April 1998
J.P. Morgan September 1992 - December 1995
Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Business Analysis, Risk Management, Investments, Microsoft Word, PowerPoint, Business Strategy, Process Improvement, Financial Modeling, Portfolio Management, New Business Development, Equities
Education
Wharton School, University of Pennsylvania 1990 — 1992
Master of Business Administration (MBA), Finance, General
Wharton School, University of Pennsylvania 1987 — 1991
Bachelor of Science (BS), Finance, General
mhs
Currently Unemployed December 2010 - Present
sperion 2010 - 2010
J.P. Morgan October 1996 - December 2004
Skills
Typing, Heavy Phones, Data Entry, Microsoft Office, Customer Service, Bill Payment, Cashiering, Bank Reconciliation, Copying
Education
University of Phoenix 2010 — 2012
Associate of Arts (A.A.), Medical Billing and Records
Davidson Hotels & Resorts August 2014 - Present
J.P. Morgan 2011 - 2014
Aon Hewitt April 2007 - July 2011
Education
University of Phoenix 2012 — 2015
Bachelor of Applied Science (B.A.Sc.), Accounting
U.S. Bank August 2014 - Present
U.S. Bank April 2014 - July 2014
U.S. Bank January 2013 - March 2014
MetLife October 2011 - March 2012
Wells Fargo Home Mortgage November 2010 - August 2011
Wells Fargo Home Mortgage July 2010 - November 2010
Wells Fargo Home Mortgage April 2010 - July 2010
Wells Fargo Home Mortgage September 2009 - April 2010
J.P. Morgan August 2008 - June 2009
Skills
Banking, Customer Service, Management, Microsoft Office, Credit, Financial Analysis, Loans, Leadership, Risk Management, Sales, Finance, FHA, Access, Financial Services, Credit Analysis, Loss Mitigation, Supervisory Skills, Investor Relations, CPI, Team Leadership, LPS Desktop, Presentation Skills, Auditing, Coaching, Reporting & Analysis, Liquidation, Appraisals, Performance Appraisal, Deed in Lieu, Short Sales, Loan Modifications, HAMP, credit bureau reporting, Mortgage Retention, Process Improvement, Quality Auditing, Staff Supervision, Project Coordination, Mortgage Lending, Outlook, Portfolio Management, Analysis
Education
University of Phoenix 2012 — 2015
Bachelor of Business Administration (BBA), Business Administration and Management, General
National Association of Independent Fee Appriasers 2014 — 2014
Basic Appraisal Principles
Jobs For Youth 2004 — 2004
Certificate Received, A Two year readiness program including a 8 day workshop on job preparation and employment skills
PIMCO January 2015 - Present
The MBA Exchange (R) June 2011 - Present
PIMCO January 2013 - December 2014
PIMCO August 2011 - December 2012
J.P. Morgan June 2010 - August 2010
Focus Partners LLP May 2007 - May 2009
Skills
Equities, Derivatives, Investments, Fixed Income, Asset Management, Pension Funds, Asset Allocation, Hedge Funds, Alternative Investments
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 2004 — 2007
Bachelor’s Degree, Accounting and Finance