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
BlackRock October 2007 - Present
J.P. Morgan May 2000 - September 2007
AMD February 1999 - May 2000
Terawave Communications February 2000 - April 2000
Lam Research August 1996 - February 1999
Lam Research January 1996 - August 1996
Kaiser Permanente October 1994 - January 1996
Unisys June 1992 - October 1994
FedEx December 1989 - June 1992
UPS November 1986 - December 1989
Skills
Hardware, Technical Support, Software Installation, Laptops, Printers, Windows, Desktop Computers, Windows XP, Windows 7, Blackberry
Education
California State University-East Bay 1983 — 1992
Bachelor of Science (B.S.), Computer Science
California State University-East Bay 1983 — 1992
Minor, Marketing
JPMorgan Chase April 2014 - Present
JPMorgan Chase May 2013 - April 2014
J.P. Morgan November 2012 - May 2013
JPMorgan Chase May 2011 - May 2013
Fiesta Americana Hotels and Resorts October 2008 - November 2008
Blockbuster October 2006 - August 2008
Blockbuster June 2006 - August 2006
Covina-Valley Unified School District October 2004 - June 2005
Skills
Customer Service, Sales, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Customer Satisfaction, Finance, Banking, PowerPoint, Series 63, Bank Operations, Series 6, Financial Services, Retail Banking, Scheduling, Multilingual, Skilled Multi-tasker, Conflict Resolution, Customer Issue..., Private Banking, Employee Training, Retail, Process Improvement, Strategic Planning, Team Building
Education
California State University-Chico 2005 — 2010
BS, Business Administration: Finance; BA, Latin American Studies
West Covina High School 2001 — 2005
High School
Goldman Sachs September 2013 - Present
J.P. Morgan November 2010 - September 2013
Hudson Clean Energy Partners January 2009 - November 2010
Och-Ziff Capital Management November 2007 - December 2008
Deloitte & Touche LLP June 2004 - November 2007
Holthouse Carlin & Van Trigt LLP 2003 - 2004
UW Hillel Foundation 2002 - 2003
Nigro Karlin Segal & Feldstein, LLP September 1998 - May 2002
Arthur Andersen June 2001 - August 2001
Skills
Financial Reporting, Private Equity, Accounting, Asset Management, US GAAP, Alternative Investments, Auditing, Mutual Funds, Due Diligence, Valuation, Start-ups, Investments, Finance
Education
California State University-Northridge 1998 — 2002
Bachelor of Science, Accountancy
ImageBrief October 2014 - Present
GoodCall October 2013 - September 2014
Fairfax Media June 2013 - October 2013
GrainCorp January 2013 - June 2013
J.P. Morgan February 2009 - May 2012
QAD January 2008 - July 2008
IBM July 2006 - December 2006
Skills
SDLC, Unix, SQL, HiPortfolio, Requirements Analysis, Integration, Software, Business Analysis, Software Project..., Java, XML, Project Management, Testing, Process Improvement, Software Development, Databases, Microsoft SQL Server, Risk Management, Scrum, AJAX, User Acceptance Testing, Ruby on Rails, Analysis, Agile Methodologies, Strategy, SaaS, Requirements Gathering
Education
University of Technology, Sydney 2006 — 2009
Bachelor of Information Technology, Information Technology
Uppsala universitet 2008 — 2008
Media Policy, Swedish Language
California State University-Sacramento 2007 — 2007
Computer Science, American Government, Psychology
ED&F MAN Capital Markets Ltd May 2014 - Present
Eastmoor Capital Partners LLP January 2009 - Present
J.P. Morgan May 2008 - August 2008
CapTrust Financial Advisors May 2007 - August 2007
Skills
Python, Data Analysis, Bloomberg, Derivatives, Fixed Income, Trading Systems, Hedge Funds, Financial Markets, Quantitative Finance, Trading Strategies, Interest Rate..., SQL, HDF5, Matplotlib, Commodity Markets, Data Visualization
Education
Calvin College
World Financial Group (WFG) October 2013 - Present
J.P. Morgan June 2002 - August 2013
Skills
Mutual Funds, Wealth Management, Retirement Planning, Investments, Financial Planning, Finance, Banking, Credit, Customer Service, Financial Analysis, Leadership, Marketing Strategy, Microsoft Office, Financial Services, Relationship Management, Retirement, Microsoft Excel, Small Business, Consumer Lending, Securities
Education
CSUN 2002 — 2004
Bachelor of Arts (BA)
Glendale Community College 1999 — 2002
Associate of Arts (AA)
J.P. Morgan June 2015 - Present
California Institute of Technology September 2011 - June 2015
J.P. Morgan June 2014 - August 2014
Advantix Systems June 2013 - August 2013
Caltech Summer Undergraduate Research Fellow June 2012 - August 2012
Skills
Testing
Education
California Institute of Technology 2011 — 2015
Bachelor of Science (BS), Chemical Engineering, 4.0
Caltech 2011 — 2015
Bachelor’s Degree, Business/Managerial Economics, 4.0
J.P. Morgan April 2012 - Present
Los Angeles County Sheriff's Department August 2010 - September 2011
Skills
Banking, Credit, Portfolio Management, Loans, Financial Services, Financial Analysis, Investments, Credit Analysis, Commercial Banking, Financial Modeling, Relationship Management, Retail Banking, Wealth Management, Risk Management, Finance, Cash Management, Financial Risk
Education
California State Polytechnic University-Pomona
Practice Finance, Southern California & Arizona April 2015 - Present
SOUTHERN CALIFORNIA VETERINARY MEDICAL ASSOC July 2013 - Present
Citi Healthcare Veterinary Solutions January 2013 - April 2015
Citi August 2012 - April 2015
California Bankers Association April 2012 - November 2012
Citizens Business Bank August 2008 - August 2012
DISTRIBUTION MANAGEMENT ASSOC June 2010 - July 2012
J.P. Morgan 2005 - 2008
Skills
Commercial Banking, Commercial Lending, Commercial Mortgages, Lines Of Credit, Coaching, Business Strategy, Deposits
Education
California Baptist University 2000 — 2003
KINESIOLOGY, EXERCISE SCIENCE
J.P. Morgan 2011 - 2014
J.P. Morgan 2010 - 2011
J.P. Morgan 2007 - 2010
Option One Mortgage 2005 - 2007
Sears Credit Central 2002 - 2005
Sears Credit Central 1997 - 2002
Skills
Credit, Loans, Mortgage Lending, Finance, Financial Risk, Analysis, Underwriting, Access, Payments, Funding, Loan Processing, Mortgage Banking, Loan Closings, Post Closing, Disclosures, Banking, Mortgage Servicing, Credit Analysis, Risk Management, Portfolio Management, Credit Risk
Education
California State Polytechnic University-Pomona
Bachelor of Arts (B.A.), Graphic Design / Art History
J.P. Morgan December 2014 - Present
California State University, Monterey Bay August 2013 - August 2014
State Farm November 2009 - November 2011
General Nutrition Centers, Inc 2007 - 2009
Blockbuster December 2000 - August 2007
Skills
Strategic Planning, Business Strategy, Customer Service, Marketing Strategy, Microsoft Office, Management, Microsoft Excel, Budgets, Project Management, Team Building, Marketing, Business Planning, New Business Development, Sales Management, Sales, Leadership, Market Research, PowerPoint, Public Speaking, Team Leadership, Marketing Communications, Training, Time Management, Retail, Inventory Management, Recruiting
Education
California State University, Monterey Bay 2015 — 2017
Master of Business Administration (MBA)
California State University Monterey Bay 2012 — 2014
Bachelor of Business Administration (BBA) B.S., Management and International Business, 3.8
YouTube/Google with Adecco July 2014 - June 2015
YouTube with Clarity Consultants October 2012 - July 2013
Yahoo! January 2012 - April 2012
Grandparents.com August 2011 - September 2011
J.P. Morgan October 2006 - May 2011
Citysearch, IAC February 2006 - October 2006
Communispond November 2004 - February 2006
University & Public Schools May 1997 - November 2004
Skills
Instructional Design, Needs Analysis, ADDIE, E-Learning, Instructor-led Training, Training, Project Management, Social Media Marketing, Social Media, Digital Marketing, Learning Management, Blogging, Training Delivery, Mobile Marketing, Curriculum Design, Blended Learning, Gamification, Workshop Facilitation, Social Networking, Virtual Training, Performance Consulting, Adult Education, Project Planning, Presentation Coaching, Onboarding, Presentation Development, Facebook, YouTube, Presenter, Storytelling, Community Management, Adult Learning Theory, SWOT analysis, Client Liaison, Social Learning, Adult Learning..., Public Speaking, E-learning Modules, MOOC, Writing, Community Strategy, Spanish, Online Training, Classroom Delivery, Audience Analysis, Sales Skills Training, Periscope, Live Streaming, Blab
Education
Rutgers University, Center of Management Development 2013 — 2013
Mini-MBA
The eLearning Guild 2013 — 2013
Certificate
Canvas Network 2013 — 2013
Certificate
Coursera 2012 — 2012
Statement of Accomplishment
New York University, School of Continuing Professional Studies 2011 — 2012
University of New South Wales 2001 — 2001
Post grad
California State University-Los Angeles 1999 — 2000
Master of Arts
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1995
Bachelor of Arts
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1994
Bachelor of Arts
J.P. Morgan July 2014 - Present
The Wharton School July 2012 - May 2014
J.P. Morgan June 2013 - August 2013
Precise Investment April 2013 - June 2013
Nomura December 2009 - July 2012
Deloitte & Touche July 2009 - November 2009
Jefferies & Company January 2009 - May 2009
Dresdner Kleinwort January 2008 - February 2008
Dresdner Kleinwort March 2007 - July 2007
SAP November 2005 - October 2006
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, Capital Markets, M&A experience, Financial Institutions, Asset Managment, Insurance
Education
University of Pennsylvania - The Wharton School 2012 — 2014
MBA, Finance & Management
Universität Mannheim 2003 — 2008
Diplom-Kaufmann (MSc in Management), Finance, Accounting & Statistics
California State University-Fullerton 2007 — 2007
Exchange Student, Finance & Statistics
Helmholtz Gymnasium
Helmholtz Gymnasium
Helmholtz Gymnasium
J.P. Morgan July 2013 - Present
J.P. Morgan Securities, LLC. January 2013 - June 2013
J.P. Morgan Securities, LLC. June 2010 - January 2013
Ameriprise Financial July 2007 - June 2010
Skills
Behavioral Finance, Investments, Financial Advisory, Retirement Planning, Strategic Financial..., Retirement, Estate Planning, Portfolio Management, Investment Management, Financial Services, Finance, Insurance, Wealth Management..., Small Business, Management, Business Strategy, Asset Allocation, Marketing, Corporate Finance, Wealth Management, CRM, Series 7, Investment Strategies
Education
California Lutheran University 2008 — 2010
MBA, Finance
California Lutheran University 2009 — 2010
Post-Graduate Certificate, Financial Planning
California State University Channel Islands 2004 — 2007
BA, Psychology
Nordhoff High School
High school diploma
Keller Williams Realty March 2011 - May 2012
J.P. Morgan May 2009 - December 2010
PMAC Realty Corp. January 2007 - April 2009
Fidelity National Title - Escrow Division January 2006 - December 2006
Skills
Real Estate Financing, Real Estate Transactions, QuickBooks, Quicken, AccountEdge, Top Producer, Transaction Point, WineMORE, Microsoft Publisher, Microsoft Office, Corel Draw, Contract Management, Photoshop, eEdge, Microsoft Excel
Education
California State Real Estate License
California State University-Dominguez Hills 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
J.P. Morgan May 2014 - Present
Karr Barth Associates Inc./Axa Advisors, LLC July 2013 - January 2014
Power Home Remodeling Group February 2013 - May 2013
ING Financial Partners August 2012 - November 2012
Main Line Health 2012 - 2012
Skills
Microsoft Excel, Social Media, Investments, Data Entry, Customer Service, Retirement, Marketing, Public Speaking, Leadership, Microsoft Office, Strategic Financial..., Time Management
Education
Cabrini College 2008 — 2012
Bachelor's degree, Marketing
Springfield High School 2004 — 2008
J.P. Morgan May 2013 - Present
Ultimate Cool, LLC April 2012 - May 2013
Phelan Hallinan and Schmieg, PC June 2010 - June 2011
Synergixx May 2009 - August 2009
Hit Doctor Baseball Academy May 2005 - August 2007
Skills
Microsoft Office, Microsoft Excel, Pivot Tables, Vlookup, Macro, QuickBooks, Coaching, Team Leadership, Accounts..., Outlook, Corporate Finance, Risk Management
Education
West Virginia University 2005 — 2010
Bachelor of Art, Economics
Camden County College 2012 — 2012
Continued Education, 2010 Microsoft Excel
J.P. Morgan July 2015 - Present
J.P. Morgan July 2014 - July 2015
Legacy Wealth Group of David A. Noyes & Company April 2014 - June 2014
CFA Institute January 2014 - February 2014
OneAmerica Financial Partners Inc. May 2013 - July 2013
Butler University August 2011 - April 2013
Education
Butler University 2010 — 2014
Bachelor of Science (B.S.), Finance, Senior
Morgan Stanley May 2015 - Present
JUMP Investors February 2015 - May 2015
Robert W. Baird & Co. August 2014 - August 2014
J.P. Morgan May 2014 - August 2014
J.P. Morgan 2010 - 2013
Reborn Brilliance Productions 2004 - 2010
Wells Fargo 2006 - 2009
Education
Cypress College 2004 — 2006
Associate of Arts (A.A.), Music Theory and Composition
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Harvard University, John F. Kennedy School of Government 2014 — 2016
Master's Degree, Behavioral Economics and Global Affairs
Robert Toigo Foundation 2013 — 2015
Toigo MBA Fellowship, Finance
Management Leadership for Tomorrow (MLT) 2012 — 2013
Pre-MBA Fellowship, Finance
California State University-Fullerton 2006 — 2007
Bachelor of Business Administration (B.B.A.), Entertainment and Music Arts, Cum-laude
J.P. Morgan November 2014 - Present
JPMorgan Chase January 2013 - Present
JPMorgan Chase & Co. December 2010 - April 2013
JPMorgan Chase & Co. May 2010 - November 2010
Skills
Banking, Credit, Loans, Mortgage Lending, Leadership, Mortgage Banking, Residential Mortgages, Mortgage Servicing, Loan Servicing, Credit Analysis, Loan Origination, Underwriting, Loss Mitigation, FHA, Loan Modifications, Default, Retail Banking, Financial Services, Relationship Management, Portfolio Management
Education
California State University San Marcos 2006 — 2006
Master of Business Administration (MBA)
Dillard University 2000 — 2004
BA, Political Science
J.P. Morgan April 2015 - Present
U.S. Bank August 2013 - April 2015
Comerica Bank December 2006 - August 2013
Bank of America January 2006 - July 2006
Comerica Bank January 2000 - September 2005
Comerica Bank January 1999 - January 2000
Comerica Bank January 1998 - January 1999
Comerica Bank March 1997 - January 1998
Comerica Bank September 1994 - August 1995
County Bank; Coast Commercial Bank; First Security Bank January 1983 - September 1994
Skills
Banking, Business Development, Negotiation, Sales, Customer Service, Customer Retention, Consultative Selling, Product Launch, Managerial Experience, Accounts Payable, Bid Pricing, Treasury, Management, Leadership, Selling, Training, Treasury Management, ACH, Commercial Banking, Financial Analysis
Education
Cabrillo College 1985 — 1986
Banking and Financial Support Services
Harbor High School 1979 — 1982
Diploma, Theater and English
JPMorgan Chase July 2012 - Present
J.P. Morgan September 2009 - July 2012
Wachovia, A Wells Fargo Company August 2006 - October 2009
Skills
Credit, Financial Analysis, Management, Loans, Financial Reporting, Credit Analysis, Business Analysis, Banking, Loan Origination, Business Development, Sales, Microsoft Excel, Mortgage Lending, Process Improvement, Customer Service, Retail Banking, Commercial Lending, Credit Risk
Education
Calvin College 2000 — 2004
BA, Business
J.P. Morgan March 2015 - Present
J.P. Morgan May 2011 - August 2014
J.P. Morgan January 2008 - April 2011
J.P. Morgan January 2005 - January 2008
J.P. Morgan September 2001 - January 2005
KPMG March 1997 - August 1999
Skills
Investment Banking, Corporate Finance, Private Equity, Financial Sponsors, LBO, Leveraged Finance, M&A experience, Equities, Valuation, Financial Analysis, Capital Markets, Fixed Income
Education
University of Chicago Graduate School of Business 1999 — 2001
Master of Business Administration (MBA), Accounting, Entrepreneurship and Finance
Bucknell University 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
J.P. Morgan February 2006 - Present
RGTS (MORGAN STANLEY ACCOUNT) January 2005 - February 2006
FLEET TRADING (QUICK AND REILLY GP/FLEET BANK) 1998 - 2004
US CLEARING (QUICK AND REILLY GROUP) 1994 - 1998
Skills
Vendor Management, Telecommunications, Market Data, Project Management, IT Management, Business Analysis, Management, IT Strategy, ITIL, Disaster Recovery, Project Portfolio..., Data Center
Education
California State University-Sacramento
Bachelor of Science (BS), Business Administration and Management, General
J.P. Morgan May 2015 - Present
Deutsche Bank October 2010 - May 2015
Deloitte & Touche 2004 - 2010
Agilent Technologies June 2002 - August 2002
Skills
Enterprise Risk..., Risk Management, Sarbanes-Oxley Act, IT Audit
Education
California Polytechnic State University-San Luis Obispo
BS, Business Administration, MIS
Adecco Staffing, USA July 2014 - Present
Wells Fargo November 2012 - November 2013
J.P. Morgan July 2011 - August 2012
Midwest Success L.L.C. October 2005 - June 2011
Bank of America August 2002 - October 2005
Skills
Recruiting, Banking, Management, Loans, Mortgage Lending, Customer Service, Portfolio Management, Risk Management, Financial Risk, Investment Banking, Finance, Commercial Banking, Human Resources, Talent Acquisition, Interviews, Financial Analysis, Credit Analysis, Retail Banking, Credit Risk, Fixed Income, Corporate Finance, Business Analysis, Technical Recruiting, FHA, FNMA, Underwriting, FHLMC, Procurement, QuickBooks, Staffing Services, Loan Servicing, Loan Modifications, Account Management, Accounts Payable, Accounts Receivable, Payroll, Sourcing, Leadership, Temporary Placement, Onboarding, Training, Hiring, Employee Training
Education
California State University-Northridge 2013 — 2015
Bachelor's Degree
Goldman Sachs June 2014 - August 2014
Novus Partners, Inc. January 2013 - August 2013
J.P. Morgan June 2011 - August 2011
J.P. Morgan June 2010 - August 2010
Skills
Data Analysis, Software Development, Public Speaking, Research, Investment Banking, Equities
Education
Harvard University 2011 — 2015
Università Ca' Foscari di Venezia 2012 — 2012
Harvard Summer School
Brooklyn Technical High School 2007 — 2011
High School Diploma, Bioengineering and Biomedical Engineering
Northern Trust Corporation March 2015 - Present
Demann, LLC December 2002 - Present
J.P. Morgan November 2013 - February 2015
JP Morgan January 2010 - February 2015
Bank of America December 2008 - January 2010
Bank of America March 2008 - January 2009
US Trust Bank of America Private Wealth Managment December 2006 - March 2008
Bank of America July 2005 - December 2006
Skills
Loans, Banking, Credit Analysis, Commercial Lending, Credit, Series 7, Investments, Portfolio Management, Private Banking, Financial Analysis, Risk Management, Wealth Management, Underwriting, Asset Managment, Financial Modeling, Securities, Equities, Cash Management, Strategic Financial..., Commercial Banking, Asset Management
Education
George Herbert Walker School of Business & Technology at Webster University 2004 — 2006
MBA, Finance
Calvin College 1998 — 2002
BA, Telecommunications
J.P. Morgan August 2014 - Present
Wells Fargo June 2013 - August 2013
Stifel Financial Corp. June 2012 - August 2013
California Polytechnic State University April 2012 - June 2012
California Polytechnic State University January 2012 - March 2012
United States Soccer Federation June 2006 - August 2011
Skills
Financial Analysis, Analysis, PowerPoint, Finance, Microsoft Excel, Microsoft Office, Minitab, Valuation, Management, Matlab, Gauss, Investments, Equities, Corporate Finance, Portfolio Management
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Science (BS), Business Finance
Universitat Autònoma de Barcelona 2012 — 2012
Business
Bellarmine College Preparatory 2006 — 2010
High School Diploma
J.P. Morgan November 2012 - March 2015
NASA June 2012 - August 2012
US Army June 2011 - August 2011
Innovation Economy Corporation January 2011 - June 2011
Emerging Growth Enterprise September 2010 - December 2010
JPMorgan Chase June 2009 - August 2009
JPMorgan Chase June 2008 - August 2008
Skills
Analysis, Business Planning, Cross-functional Team..., Process Improvement, Business Analysis, Public Speaking, Customer Service, Strategic Planning
Education
Wilmington University 2015 — 2016
Master’s Degree, MBA, Homeland Security
Harrisburg University of Science and Technology 2011 — 2012
Master of Science (M.S.), Management Information Systems, General
California State University-San Bernardino 2010 — 2011
Certificate of Entreprenuership, Entrepreneurship/Entrepreneurial Studies
Johnson C. Smith University - JCSU 2006 — 2010
Bachelor's Degree, Systems Engineering
J.P. Morgan February 2013 - Present
Skills
Accounting, Account Reconciliation, Financial Accounting, Financial Modeling, Financial Analysis, Analysis, Microsoft Office, Time Management, Tax, Microsoft Excel, Outlook, Microsoft Word, Access, Customer Service, PowerPoint, Public Speaking
Education
Year Up Boston 2012 — 2013
Financial Operations
Cambridge College
University of Southern Maine
J.P. Morgan June 2013 - Present
Office of Governor Mitch Daniels July 2012 - September 2012
Ethicon January 2012 - June 2012
Skills
Microsoft Office, SAP, Financial Analysis, Financial Reporting, Corporate Finance, Financial Forecasting, Finance, Asset Management, Analysis, Bloomberg Terminal, Valuation, Financial Accounting
Education
Butler University - College of Business Administration 2009 — 2013
Finance, Finance, General
J.P. Morgan June 2012 - Present
Brown Brothers Harriman December 2011 - July 2012
John Hancock Life Insurance Company (U.S.A.) August 2011 - November 2011
John Hancock Life Insurance Company (U.S.A.) June 2011 - July 2011
State Street February 2008 - February 2011
State Street August 2007 - January 2008
Skills
Fund Accounting, Fund Administration, Mutual Funds, Bloomberg, Fixed Income, Securities, Equities, Financial Analysis, Investments, Unity, Financial Reporting, Financial Statements, Financial Statement...
Education
Cambridge College 2008 — 2012
Bachelors, Business Management
J.P. Morgan September 2014 - Present
JPMorgan Chase December 2013 - September 2014
HSBC May 2012 - December 2013
HSBC June 2011 - May 2012
TD Bank Group September 2010 - June 2011
TD Bank 2008 - September 2010
Skills
AML, Risk Management, Banking, KYC, Financial Risk, Commercial Banking, Bank Secrecy Act, Finance, Fraud, OFAC, Operational Risk, Private Investigations, Retail Banking, Securities, Anti Money Laundering, USA PATRIOT Act, Financial Services
Education
Camden County College
Houlihan Lokey July 2013 - Present
J.P. Morgan 2007 - July 2013
Skills
Investment Banking, Finance, Financial Services, Equities, Market Research, Investments
Education
California Lutheran University
BA, Sociology
Kettlebell Kitchen Inc. March 2013 - Present
US Army May 2010 - Present
J.P. Morgan May 2011 - February 2013
US Army November 2008 - January 2010
Bank of the West April 2006 - August 2007
Skills
Budgets, Finance, Microsoft Excel, Analysis, CRM, Risk Management, Sales, Strategic Planning, Data Analysis, Leadership, Forecasting, Management, Business Development, Financial Analysis, Human Resources
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
BS, Business- Finance & Real Estate
Air Lease Corporation August 2013 - Present
J.P. Morgan June 2012 - August 2013
The Johnson School, Cornell University July 2010 - May 2012
J.P. Morgan June 2011 - August 2011
Curtiss-Wright June 2006 - June 2010
Jet Propulsion Laboratory / CSUN Material Science Laboratory June 2005 - September 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Investment Banking, Corporate Finance, Mergers, DCF, Strategy, Private Equity, Investments, Finance, Business Strategy, Portfolio Management, Analytics, Emerging Markets, Mergers & Acquisitions, Equity Valuation, Equities, Fixed Income, Capital Markets, Hedge Funds, Business Valuation, Economics, Due Diligence, Competitive Analysis, Asset Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
Master of Business Administration, Finance
California State University-Northridge 2001 — 2006
Electrical Engineering, Digital Electronics
J.P. Morgan August 2014 - Present
Barclays Investment Bank June 2013 - August 2014
State Street January 2012 - June 2013
SEI Investments October 2010 - January 2012
Chesapeake Investment Services March 2007 - February 2011
Skills
Equities, Fixed Income, Trading, Investments, Options, Finance, Bonds, Financial Risk, Banking, Investment Strategies, Asset Allocation, Commodity, Mutual Funds, Investment Management, Asset Management, Portfolio Management
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
BS, Business Administration, Finance
California Polytechnic State University-San Luis Obispo 2002 — 2006
BS, Business Administration, International Management
Santa Margarita Catholic High School 1998 — 2002
J.P. Morgan December 2013 - Present
Deloitte & Touche September 2007 - November 2013
Deloitte June 2006 - August 2006
Education
California State University-Long Beach 2004 — 2006
Bachelor of Arts (B.A.), Business Administration with an emphasis in Accounting
Sonoma State University 2002 — 2004
The Social Express 2012 - 2013
North Carolina Biotechnology Center April 2010 - April 2012
J.P. Morgan February 2006 - February 2010
Key Energy Services September 2005 - February 2006
Marathon Oil Corporation June 2003 - September 2005
Minute Maid December 2001 - March 2003
Deloitte Touche, Guam September 1999 - May 2001
Smith Barney April 1996 - August 1999
US Navy January 1986 - May 1995
Skills
Microsoft Office, Event Planning, Travel Planning, Expense Reports, Time Management, Organization, Typing, Filing, Research, Training, Lotus Notes, Outlook, PowerPoint
Education
California State University-Northridge 2006 — 2006
Psychology
University of Houston-Downtown 2003 — 2005
Psychology
University of Maryland - Asian Division 1993 — 1995
Psychology
Gap Inc. July 2015 - Present
Gap Inc. November 2014 - June 2015
J.P. Morgan February 2014 - October 2014
New York Life Insurance Company August 2012 - February 2014
Bank of America April 2011 - July 2012
Destination Maternity Corporation February 2008 - April 2011
Skills
Credit, Insurance, Accounting, Customer Service, Retirement, Event Planning, Microsoft Excel, PowerPoint, Tax, Microsoft Office, Marketing, Account Management, Analysis, Marketing Strategy, Finance, Sales, Banking
Education
California State University-Fresno 2009 — 2012
BA, Business-Finance
Fashion Institute of Design & Merchandising 2005 — 2007
AA, Merchandise Marketing
Keller Williams Realty November 2012 - Present
J.P. Morgan September 2008 - Present
Washington Mutual Bank October 2006 - September 2008
National Wholesale Lending June 2006 - October 2006
Education
California State University-Northridge 2006 — 2012
Family & Consumer Sciences Option Consumer Affairs Minor in Marketing, Consumer Affairs, Buisness, Marketing, Economics, Investments
J.P. Morgan June 2014 - August 2014
California Institute of Technology January 2012 - June 2014
Colony Capital June 2013 - August 2013
California Institute of Technology June 2012 - August 2012
Skills
Python, Data Analysis, Matlab, LaTeX, Microsoft Excel, Financial Modeling, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office
Education
California Institute of Technology 2011 — 2015
BS, Physics
Zhengzhou Foreign Language School 2008 — 2011
UBS Wealth Management October 2015 - Present
J.P. Morgan October 2011 - October 2015
Deutsche Bank Securities January 2010 - October 2011
Signature Resources February 2008 - January 2010
RA Sushi Bar & Restaurant August 2006 - May 2007
Smith Barney May 2004 - September 2004
Skills
Mortgage Lending, Securities Lending, Aircraft Finance, Asset Management, Asset Managment, Equities, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Fixed Income, Insurance, Investments, Leadership, Loans, Management, Marketing, Mutual Funds, Portfolio Management, Real Estate, Residential Homes, Residential Mortgages, Retirement Planning, Securities, Series 63, Series 7, Single Family Homes, Wealth Management, Asset Allocation
Education
California State University-Dominguez Hills 2002 — 2004
B.S., Business Administration
J.P. Morgan March 2010 - Present
Stoneleigh Companies LLC July 2009 - March 2010
J.P. Morgan Asset Management June 2002 - July 2009
Bank One Securities Corp. April 1999 - June 2002
First Chicago NBD February 1998 - April 1999
Holiday Inn June 1997 - February 1998
Crowne plaza Grand Rapids February 1996 - June 1997
Skills
Asset Management, Investments, Portfolio Management, Financial Analysis, Relationship Management, Real Estate Analysis, Real Estate Valuation, Real Estate Modeling, Real Estate Investments, Asset Optimization, ARGUS Valuation – DCF, Excel for Commercial..., Market Trend Analysis, Due Diligence Analysis, Property Management, New Business Development, Project Management, FINRA Series 7, FINRA Series 63, FINRA Series 65, Series 7, DCF, Commercial Real Estate, Asset Managment, Series 63, Due Diligence, Alternative Investments, Wealth Management, Investment Advisory, Investment Properties, Asset Allocation, Investment Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2014 — 2018
Master of Business Administration (M.B.A.)
Calvin College 1992 — 1996
B.A. – Bachelor of Arts in Business
J.P. Morgan November 2013 - Present
Crowell, Weedon & Co. March 2011 - November 2013
Wells Fargo Advisors May 2010 - March 2011
Morgan Stanley Smith Barney September 1999 - May 2010
Education
California State University-Northridge 1985 — 1989
BS - Business Administration, Finance
Capital One November 2013 - Present
J.P. Morgan February 2010 - November 2013
Skills
Financial Services, Financial Advisory, Finance, Estate Planning, Series 7, Variable Annuities, Wealth Management, Leadership, Microsoft Office
Education
Canisius College
Business Administration and Management, General
Kforce Inc June 2015 - Present
Citi December 2013 - March 2015
J.P. Morgan March 2012 - December 2013
The Private Bank of California December 2010 - February 2012
American Business Bank April 2008 - December 2010
Bank of the West October 2006 - April 2008
Skills
Commercial Banking, Risk Management, Banking, Credit, Financial Analysis, Financial Services, Finance, Retail Banking, Microsoft Office, Financial Risk, Anti Money Laundering
Education
California State University-Los Angeles 2005 — 2010
Bachelors of Science, Criminalistics and Criminal Science
Fortune 500 Financial Services NDA on Social Media July 2015 - Present
Guardian Life -- Park Avenue Securities April 2014 - April 2015
Fortune 500 Company (NDA on social media sites) Financial Services April 2013 - April 2014
J.P. Morgan December 2012 - April 2013
Fortune 500 Company (NDA on social media sites) Financial Services February 2011 - December 2012
Mortgage Education 2010 - 2012
RETC Mortgage Training January 2006 - December 2010
Skills
Sales, Instructor-led Training, Training, Financial Services, Hands-on Training, Instructional Design, Financial Software..., Referrals, Software, Microsoft Office, Credit, Home Equity Loans, Social Media, Social Media..., Blended Learning, Organizational Learning, Leadership Development, Management, Business Development, Workshop Facilitation, Training Facilitation, Team Facilitation, Residential Mortgages, FHA financing, Mortgage Lending, Mortgage Banking, Staff Development, Insurance, Real Estate, Training Delivery, E-Learning, Time Management, Business Strategy, Employee Training, Coaching, Team Building, Leadership, Training, Public Speaking, Strategy, Consulting, Analysis
Education
The George Washington University
Master of Education (MEd)
Fairleigh Dickinson University 1995 — 1997
Certificate in Paralegal Studies
Caldwell University 1990 — 1995
BA
Mance Wealth Management September 2015 - Present
J.P. Morgan July 2013 - August 2015
Lexon Industries, Inc. dba upillar.com & dHybrid July 2010 - December 2011
Waddell & Reed May 2009 - July 2010
Education
California State University-Long Beach 2004 — 2011
Business Administration, Marketing, Finance, Economics, Management, Information Systems
California State University-Long Beach
Bachelor of Business Administration (BBA), Marketing
Gould Cooksey Fennell, P.A. June 2011 - Present
Vero Beach Administrative Services,LLC January 2011 - Present
J.P. Morgan May 2008 - July 2009
Northern Trust February 1996 - April 2008
Skills
Wealth Management, Estate Planning, Financial Analysis, Risk Management, Trusts
Education
Hodges University
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Cape Cod Community College
Associate of Science (A.S.), Legal Studies, General
Florida Bankers at University of South Florida
Graduate Trust School, Trust and Estates
Daniel Mechanical Company April 2015 - July 2015
J.P. Morgan May 2010 - September 2012
Washington Mutual Savings Bank September 2006 - June 2009
Skills
SolidWorks, Microsoft Office, Engineering, Microsoft Word, Customer Service, Project Management, Matlab, CATIA, FEMAP, NEi Nastran, C++, Product Development, Project Engineering, SketchUp, NI LabVIEW, Nastran, VBA, AutoCAD, Leadership, Manufacturing, PowerPoint
Education
California State Polytechnic University-Pomona 2012 — 2015
Bachelor of Applied Science , Mechanical Engineering
J.P. Morgan July 2015 - Present
Jaffe Financial Services August 2014 - May 2015
Butler University April 2012 - May 2015
J.P. Morgan May 2014 - August 2014
SMS Assist, LLC May 2013 - November 2013
Butler University January 2012 - August 2013
Maine-Niles Association of Special Recreation June 2010 - August 2012
Skills
Leadership, Time Management, Management, Team Leadership, Public Speaking, Leadership Development, PowerPoint, Teamwork, Microsoft Excel, Project Management, Data Analysis, Microsoft Word, Motivation, Critical Thinking, Social Media, Social Networking, Microsoft Office, Written & Oral..., Facebook, OS X
Education
Butler University - College of Business Administration 2011 — 2015
Bachelor of Business Administration (BBA), Double Major in Finance and Management Information Systems
Maine Township High School South 2007 — 2011
J.P. Morgan June 2009 - Present
UBS September 2007 - June 2009
Pash & Benson Int'l February 2005 - October 2007
Education
California State University-Northridge 2005 — 2007
Bachelor of Arts (B.A.), Journalism
Los Angeles Pierce College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Better Homes of American Heritage Federal Realty November 2014 - Present
RE/MAX LEGACY February 2013 - November 2014
Volt Information Sciences May 1988 - July 1992
J.P. Morgan April 1986 - May 1988
Skills
Real Estate Transactions, Single Family Homes, Foreclosures, Real Estate, REO, Investment Properties, Listings, Buyer Representation, Investors, Short Sales, Buyers, First Time Home Buyers, Relocation, Sellers, Condos, Residential Homes, Referrals
Education
Bucks County Community College 1978 — 1981
Associate's Degree, Computer and Information Sciences, General
Archbishop Ryan 1973 — 1977
Self Employed August 2010 - Present
DAILYLOOK June 2015 - August 2015
Creative Capital Group August 2014 - June 2015
J.P. Morgan June 2011 - May 2014
Dimepiece Designs January 2014 - April 2014
24 Hour Fitness December 2009 - June 2011
Skills
Photoshop, InDesign, Art, Microsoft Office, Cash Handling Experience, Digital Media, Digital Photography, Social Media, Illustrator, Graphic Design, Mac, Social Media Marketing
Education
California State University-Northridge 2010 — 2013
Bachelor of Arts (B.A.), Photography/ Graphic Design
J.P. Morgan September 2014 - Present
Bank of America June 2013 - March 2014
Barclays Capital July 2012 - June 2013
Citigroup February 2010 - July 2012
Cognito June 2008 - September 2008
Skills
Investment Banking, Financial Markets, Foreign Exchange, Currency, Trading, Settlement, FX Options, Finance, Financial Risk, Product Management, Project Management, FX Payments, Netting, Portfolio Management, Sales Operations, Electronic Trading, Risk Management, Emerging Markets, Strategy, Business Workflows, Cash Flow, PnL Management, User Acceptance Testing, System Migration, Migration Projects, Analytics, Bloomberg Terminal, Back Office, Middle Office, Front to Back Office
Education
EM Strasbourg Business School 2007 — 2009
Master's Degree, International Business
Canisius College 2005 — 2009
Bachelor's Degree, International Business
Universiteit Antwerpen 2008 — 2009
Economics, Dutch
Knightsbridge Realty Capital, Inc. 2013 - Present
TEDx OrangeCoast 2012 - 2012
OttoLikes 2011 - 2012
Korenvaes Management 2010 - 2011
HBK Capital Management 2001 - 2008
J.P. Morgan 1998 - 1999
First Quadrant 1997 - 1997
Skills
Portfolio Management, Valuation, Investments, Financial Modeling, Private Equity, Hedge Funds, Alternative Investments, Start-ups, Corporate Development, Due Diligence, Investor Relations, FX Options, Bloomberg, Emerging Markets, Asset Management, Financial Structuring, Asset Managment, Financial Analysis, Equities, Fixed Income, Capital Markets, Investment Banking, Financial Markets, Mergers, Equity Derivatives, Analytics, Options, Derivatives, Machine Learning, Recommender Systems, Programming Languages, SQL, PowerPivot, Capital IQ, Swift, Programming, Mergers & Acquisitions
Education
Harvard University 1996 — 1998
Economics
Caltech 1994 — 1996
Computer Science
J.P. Morgan February 2013 - August 2015
Fisher Investments September 2012 - January 2013
Stifel Financial Corp. January 2012 - May 2012
Stifel Financial Corp. June 2011 - August 2011
Skills
Macroeconomics, Econometrics, Portfolio Management, Financial Modeling
Education
New York University 2015 — 2017
Master’s Degree, Economics
California State University-Chico 2007 — 2012
B.S. & B.A., Finance & Economics [Honors]
Copenhagen Business School 2010 — 2010
J.P. Morgan March 2015 - Present
J.P. Morgan June 2013 - March 2015
USLI January 2011 - May 2013
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Teamwork, Finance
Education
La Salle University 2015 — 2017
Master of Business Administration (MBA), Finance, General
Cabrini College 2009 — 2013
Bachelor of Science (B.S.), Finance, General
J.P. Morgan June 2015 - Present
La Paz Mortgage September 2007 - June 2015
Bank of America July 2012 - July 2014
Rab Communications January 2012 - July 2012
VXI Global Solutions, Inc October 2009 - January 2012
Triumphant Mortgage April 2006 - October 2009
LendingTree, LLC 2004 - 2006
Etrade Financial November 2002 - September 2004
Irwin Mortgage 2003 - 2004
Irwin Mortgage 2003 - 2004
Skills
Risk Management, Cost Management, Task Management, Project Quality, Project and Team..., Project Intergration, Scope Management, Human Resources, Customer Satisfaction, Quality Control, Team Management, Cross-functional Team..., Time Management, Budgets, Contract Negotiation, Analysis, Call Centers, Training, Marketing, Management, Real Estate, Process Improvement, Leadership, Project Management, Mortgage Lending, Strategy, Sales, Loans, Investment Properties, FHA, Credit, Customer Service, Loan Origination, Negotiation, First Time Home Buyers, Strategic Planning, Residential Homes, Sales Management, Foreclosures, Single Family Homes, Short Sales, REO, Sellers, Investors
Education
California State University-Dominguez Hills 2006 — 2010
Project Management Certification, Project Management
DeVry University 1993 — 1996
Telecommunications Management
J.P. Morgan August 2015 - Present
Corexcel February 2012 - August 2015
Corexcel February 2011 - August 2015
Corexcel February 2010 - February 2011
Anthem Education Group February 2009 - February 2010
Anthem Education Group September 2008 - February 2009
Compliance Implementation Services CIS March 2008 - September 2008
Philadelphia KiXX Professional Soccer 2007 - 2008
Wilmington Blue Rocks Minor League Baseball Team January 2007 - August 2007
Cabrini College August 2004 - December 2006
Skills
Training, Marketing, Social Media, Email Marketing, Leadership Development, Customer Service, Staff Development, Accreditation, Event Planning, Public Speaking, Management, Online Marketing, Online Advertising, Sales, Facebook, Customer Relations, Interviews, E-Learning, Marketing Strategy, Nursing Education, Microsoft Office, CRM, Photoshop, Small Business Online..., Creative Writing, Continuing Education, DISC Profiling, Social Media Marketing, Editing, Newsletters, Leadership
Education
Cabrini College 2003 — 2006
Bachelor's Degree, English & Communications; Minor: Spanish, 3.86 GPA
Fundación de Gasset y Ortega 2005 — 2005
Study Abroad, Spanish, 4.0
Opus Bank April 2015 - Present
Ark Labs, LLC September 2014 - Present
US Bancorp Financial Inc June 2013 - January 2015
J.P. Morgan October 2010 - February 2013
Skills
Loans, Customer Service, Finance, Banking, Microsoft Office, Financial Analysis, Credit, Programming, Financial Reporting, Financial Accounting, Financial Planning, Financial Services, Business Analysis, Business Process..., Business Planning, New Business Development, Home Equity Loans, Business Loans, Commercial Banking, Retail Banking, Private Banking, Banking Law, Muscle Cars, Road Racing, Subaru, Mobile Applications, Computer Proficiency, Computer Hardware, Computer Repair, Operations Management, Public Speaking, Management, Sales, Microsoft Word
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2010 — 2016
Bachelor's Degree, Business Administration, Management and Operations/Sociology, A
Fullerton College 2008 — 2010
Associate's Degree, Business Administration and Management/Sociology, A
University of California, Riverside 2007 — 2008
Doctor of Medicine (M.D.), Pre-Medicine/Pre-Medical Studies, A
North Bay Perfusion July 2014 - Present
J.P. Morgan June 2013 - March 2014
California Polytechnic State University -- Finance Department March 2012 - June 2013
Cal Poly Investment Banking Society February 2012 - June 2013
J.P. Morgan June 2012 - August 2012
Ameriprise Financial Services, Inc. June 2011 - September 2011
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Bachelor's Degree, Concentration: Finance
J.P. Morgan January 2014 - Present
J.P. Morgan June 2013 - January 2014
J.P. Morgan July 2012 - June 2013
J.P. Morgan August 2010 - July 2012
J.P. Morgan May 2008 - August 2010
Northwestern Mutual January 2008 - May 2008
UBS Financial Services January 2007 - May 2007
Skills
LoanIQ, ACBS, Secondary Loan Trading, Retirement Planning, Investment Banking, Middle Office, Wealth Management, Loans, Financial Services, Finance
Education
Rowan University 2006 — 2008
Bachelors of Science, Finance
Camden County College 2003 — 2006
Associates of Science, Business Administration
Merrill Lynch February 2015 - Present
JPMorgan Chase July 2013 - February 2015
J.P. Morgan September 2011 - July 2013
Chase Bank February 2007 - August 2011
Woodbury Financial Services June 2004 - February 2007
Skills
Investments, Financial Analysis, Portfolio Management, Mutual Funds, Strategic Financial..., Customer Service, Strategic Planning
Education
Butler University 2009 — 2011
MBA, Finance
Indiana University Bloomington 2000 — 2004
Bachelor of Science (BS), Marketing and Operations Management
Chase October 2014 - Present
J.P. Morgan November 2012 - April 2014
JPMorgan Chase August 2011 - October 2012
JPMorgan Chase April 2011 - August 2011
JPMorgan Chase December 2009 - April 2011
LMS April 2006 - June 2009
Skills
Mortgage Lending, Loan Servicing, Banking, Leadership, Credit, Loans, Financial Analysis, Mortgage Banking, Risk Management, Consumer Lending, Credit Analysis, Portfolio Management, Loan Origination, Mortgage Servicing, FHA
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2006 — 2009
B.A., Business Managment
ADP February 2011 - Present
2010 Health Quest 2010 - 2010
2009 K3 2009 - 2009
2008 NCI/KARTA 2008 - 2008
Hachette Book Group 2007 - 2007
J.P. Morgan 2006 - 2007
DoubleClick 2002 - 2006
Mitel January 1999 - January 2001
Skills
Instructional Design, Flash, Storyboarding, Dreamweaver, Illustrator, HTML, Training Analysis, Captivate, E-Learning, Software Documentation, Blended Learning, Instructor-led Training, ADDIE, Articulate Storyline, Training, Project Management, Learning Management...
Education
Online Learning Managers 2003 — 2003
Certificate, Online Learning Management
San Francisco State University 1996 — 2001
Masters coursework, Instructional Design and Development; Multimedia
California State University-Chico 1990 — 1995
Bachelors of Science Degree, Instructional Design
CoPower February 2015 - Present
Rape Trauma Services (RTS) February 2013 - Present
CoPower December 2013 - February 2015
Omelagah, Inc. September 2012 - August 2014
J.P. Morgan July 2010 - September 2012
Tracey's Place of Hope (WRA) April 2009 - September 2009
Skills
Nonprofits, Sexual Trauma, Group Homes, Sexual Violence, Courts, Probation, Youth At Risk, Developmental..., Grief Counseling, Peer Leadership, Peer Support, Team Leadership, Leadership, Organizational..., Independent Living, Adult CPR, Bilingual, Customer Service, Data Entry, Morningstar, Case Management, Group Therapy, Conflict Resolution, Disabilities, Social Services, Telephone Skills, Confidentiality, Community Service, Microsoft Excel, Social Skills, Cultural Diversity, Youth Mentoring, Compassion, Spanish-speaking, Close Attention to..., Internet Explorer, Highly personable, Community Organizing, Team-oriented, Outstanding..., Work Well Independently, Statistical Reporting, Handle Confidential..., Treatment, Administrative Office..., People-oriented, Highly detail oriented, Sociology, Oral, Peer Mentoring
Education
California State University-East Bay 2013 — 2015
Bachelor of Science (B.S.), Sociology/Social Services and Minor Criminal Justice
College of San Mateo 2006 — 2010
Associate of Science (A.S.), Administration of Justice
Fishbeck, Thompson, Carr & Huber, Inc. (FTCH) 2009 - Present
J.P. Morgan 2002 - 2009
J.P. Morgan September 1982 - 2002
Skills
Microsoft Word, Microsoft Excel, Adobe Acrobat, Outlook, PowerPoint, Formatting Documents, Problem Solving, Executive..., Contract Management, Office Administration, File Management, Document Review, Technical Documentation, Meeting Scheduling, Travel Arrangements, Communication, Editing, Customer Service
Education
Calvin College 1979 — 1983
Bachelor of Arts (B.A.), Special Education and Teaching
Treasury Curve April 2006 - Present
J.P. Morgan June 1997 - March 2006
Skills
Treasury Management, Treasury, Portfolio Management, Funding, Capital Markets, Investment Management, Hedge Funds, Trading, Asset Managment, Fixed Income, Liquidity, Investments, Cash Management, Forecasting, Foreign Exchange, Risk Analytics, Cash, Hedging, FX Options, Bonds, Asset Management, Financial Modeling, Derivatives, Financial Markets, Liquidity Management, Investor Relations, Currency, Financial Structuring
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science
J.P. Morgan October 2013 - Present
Payday Loan, LLC January 2013 - October 2013
Skills
Marketing Strategy, Marketing, Customer Service, Microsoft Excel, Microsoft Office, Market Research, Strategic Planning, PowerPoint, Marketing Communications, Sales, Project Management, Financial Analysis
Education
California State University-Fullerton 2011 — 2015
Bachelor's degree, Business Administration and Management, General
California State University-Fullerton 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General
Arizona State University April 2015 - Present
VivI Jewelry March 2012 - Present
Fender Musical Instruments Corporation April 2014 - April 2015
J.P. Morgan June 2011 - April 2014
Arizona Department of Housing May 2009 - May 2011
Boost Mobile / Sprint Nextel October 2008 - May 2009
Boost Mobile September 2007 - October 2008
California State University, Fullerton April 2006 - September 2007
Santa Ana College October 2005 - April 2006
California State University, Fullerton September 1997 - October 2005
Skills
Event Management, Event Planning, Leadership, Time Management, Customer Service, Merchandising, Corporate Communications, Team Building, Social Media, Project Management, Program Management, PowerPoint, Microsoft Office, Marketing Strategy, Cross-functional Team..., Public Speaking
Education
Northern Arizona University 2010 — 2011
Master's Degree, Educational Leadership, Higher Ed., 3.75 GPA
California State University-Fullerton 1998 — 2005
BA, English
Cerritos College 1992 — 1997
Associate's Degree, Adminsitration of Justice
LPL Financial June 2013 - Present
LPL Financial July 2012 - June 2013
LPL Financial June 2010 - July 2012
Wells Fargo Advisors, LLC 2007 - 2009
J.P. Morgan May 2006 - November 2007
John Hancock Life Insurance Company (U.S.A.) September 2003 - April 2006
Skills
Series 7, Financial Advisory, Mutual Funds, Retirement Planning, Fixed Annuities, Securities, Wealth Management, Investment Advisory, Asset Allocation, Investment Strategies, Series 63, Strategic Financial..., Long-term Care, 401k, Investments, Estate Planning, Financial Services, Asset Managment, Portfolio Management, Financial Planners, Retirement, Recruiting, Sourcing, Banking, Serious Gaming, Qualitative Research, Pensions, Alternative Investments, Asset Management, Capital Markets, Relationship Management, IRAs, Variable Annuities, Investment Management, Shaft Sinking, Disability Insurance, Long Term Care Insurance, Insurance, Finance, Fixed Income, FINRA, Equities, Financial Risk, Life Insurance, Wealth, Employee Benefits, Bonds, 401k Rollovers, Uniform Combined State..., ETFs
Education
Canisius College 1998 — 2002
Bachelors, Management
KPMG November 2014 - Present
Federation of State Medical Boards March 2014 - November 2014
Ambit Energy May 2013 - February 2014
Ernst & Young LLP January 2004 - May 2013
Financial Computer Software January 2000 - January 2004
J.P. Morgan 2000 - 2004
Thompson Reuters January 1999 - August 2000
CCH Publishing January 1996 - January 1999
Baird, Kurtz & Dobson August 1995 - June 1996
Koch Industries January 1994 - August 1995
Skills
SDLC, IT Strategy, Business Analysis, SharePoint, Agile Methodologies, SSRS, Enterprise Architecture, IT Management, Software Development, Program Management, Shared Services, Strategy, Offshoring, Microsoft SQL Server, Team Leadership, Scrum, Software Project..., Project Management, Technical Leadership, Process Improvement, SSIS, C#, IT Solutions, Agile Project Management, Portfolio Management, PMO, Stakeholder Management, Information Technology, Leadership, IT Outsourcing, Global Management, Global Delivery, SQL, Resource Management, IT Service Management, Management, Project Portfolio..., Business Process..., Solution Architecture, Project Delivery, Lean Software..., Requirements Analysis, IT Transformation, .NET, K2, TFS, Node.js, AngularJS, MongoDB, Bootstrap
Education
California State University-Northridge 1992 — 1994
MS, Accounting
Westmont College 1988 — 1992
BA, Economics
J.P. Morgan July 2012 - Present
New York Life Insurance Company January 2012 - May 2012
Varnum LLP September 2011 - May 2012
Calvin College September 2008 - May 2012
Grand Rapids Charter Township May 2011 - September 2011
Calvin College Development Office January 2009 - May 2011
East Grand Rapids Middle School October 2008 - January 2011
Skills
Microsoft Excel, Research, Accounting, Data Analysis, Financial Reporting, Investments, Financial Analysis
Education
Calvin College 2008 — 2012
Finance, General
J.P. Morgan July 2014 - Present
Chase April 2012 - July 2014
Chase June 2011 - March 2012
OfficeMax November 2007 - June 2011
Campus Crusade for Christ May 2007 - December 2008
Skills
P&L Management, Customer Service, Coaching, Fundraising, Retail Banking, Operations Management, History, Financial Policies &..., Internal Audit, Training
Education
Butler University 2003 — 2007
Bachelor of Arts (B.A.) with Spanish Minor, Political Science
Apple August 2015 - Present
J.P. Morgan December 2013 - July 2015
Newport Financial Partners Llc January 2009 - December 2013
Omelet December 2007 - January 2009
Starbucks October 2001 - December 2007
Skills
Sales, Sales Management, Leadership, B2B, Sales Operations, Direct Sales, Finance, Store Management, Store Operations, B2B Marketing, Financial Analysis, Credit, Credit Analysis, Lead Generation, Marketing Strategy, Marketing Research, Creative Direction, Corporate Finance, Credit Risk, Credit Management, Funding, Project Management, Digital Marketing, Digital Strategy, Digital Media, Online Marketing, Online Advertising, Online Media Relations, Online Research, Small Business, New Business Development, Investments, Commercial Lending, Advertising, Marketing, Relationship Management, Business Relationship..., Vendor Relationship..., Long Term Business..., Financial Advisory, Customer Service, Customer Retention, Consumer Electronics, Process Improvement, Computer Proficiency, Business Decision Making
Education
California State University-Long Beach
Bachelor of Business Administration (B.B.A.), Finance and Marketing
California State University-Long Beach - College of Business Administration
Esperanza High School
High School
BiggerMarketing LLC June 2014 - Present
Interamark June 2010 - June 2014
Wells Fargo February 2009 - June 2010
J.P. Morgan April 2007 - January 2009
Target Media Partners June 2005 - March 2007
The Wave Magazine February 2004 - May 2005
Skills
Marketing Communications, Creative Development, Campaign Management, Marketing Management, Graphic Design, Online Marketing, Traditional Media, Client Services, Vendor Management, Direct Marketing, Demand Generation, Adobe Creative Suite, Account Management, Traffic Management, Client Relationship..., Humor, Team Management, Creative Direction, CRM, Analytics, Direct Mail, Copywriting, Marketing Strategy, Brand Management, Email Marketing, Integrated Marketing, Marketing
Education
California State University-East Bay 2000 — 2003
BA, Art: Digital Graphics
U.S. Bank April 2015 - Present
J.P. Morgan January 2010 - March 2015
J.P. Morgan October 2005 - December 2009
Xign Corporation October 2005 - June 2006
SafeHarbor Technology Corp September 2004 - September 2005
Syncronex - Hubspan January 1999 - August 2004
Skills
SaaS, Windows, Account Management, Customer Relations, Business Analysis, Business Development, Credit Cards, Management, Customer Service, Financial Services, Lead Generation, Sales, Enterprise Software, Direct Sales, Finance, Program Management, CRM
Education
California State University-Chico 1983 — 1986
BA, Information Comunications Studies - Broadcasting/Business Minor
Prudential Financial December 2013 - Present
J.P. Morgan March 2013 - November 2013
Independent Creative Strategist & Consultant June 2012 - March 2013
Digitas March 2006 - June 2012
Digitas, New York 1998 - 2006
Wunderman 1996 - 1998
Time Warner July 1990 - August 1992
Skills
Integrated Marketing, Creative Direction, Advertising, Interactive Marketing, Digital Strategy, Marketing, Strategy, Art Direction, Copywriting, Interactive Advertising, Brand Development, Concept Development, Digital Marketing, Outdoor Advertising, CRM, Creative Strategy, User Experience, Team Building, Graphic Design, Relationship Marketing, Creative Development, Writing, Brand builiding, Marketing Communications, Online Advertising, Content Strategy, Digital Media
Education
Syracuse University
M.A., Advertising
California State University-Fresno
B.A., Journalism
Moore Capital Management May 2014 - Present
Bank of America Merrill Lynch 2013 - May 2014
Bank of America Merrill Lynch July 2010 - 2013
J.P. Morgan February 2008 - July 2010
Education
Canisius College 2006 — 2007
MBA
Canisius College 2002 — 2006
BS, Accounting
St. Joseph's Collegiate Institute 1999 — 2002
High School
J.P. Morgan December 2013 - April 2015
Artforum Magazine September 2011 - December 2013
Anthropologie January 2010 - January 2011
Toots and Magoo January 2008 - January 2010
Skills
Art Direction, Typography, Graphic Design, Adobe Creative Suite, User Experience, Advertising, Branding & Identity, Layout, Illustration, Interaction Design, InDesign, Logo Design, Posters, Digital Strategy, Mac, User Interface Design
Education
California College of the Arts 2001 — 2005
Bachelor of Fine Arts (BFA), Printmaking
California Institute of the Arts 1997 — 1999
Graphic Design
J.P. Morgan June 2009 - Present
Bear Stearns November 2005 - August 2010
GMAC ResCap 2001 - 2005
Education
California State University-Northridge 1996 — 1999
Bachelor of Science (B.S.), Business Administration, Finance
RR Donnelley June 2015 - Present
The Allant Group January 2012 - Present
The Allant Group May 2011 - January 2012
The TriZetto Group June 2010 - May 2011
Follett Higher Education Group March 2010 - June 2010
The TriZetto Group June 2009 - March 2010
Anixter February 2009 - May 2009
J.P. Morgan February 2008 - January 2009
Kaplan Professional July 2007 - December 2007
Kaplan Professional July 2007 - December 2007
Skills
SDLC, Test Automation, Test Planning, Agile Methodologies, Testing, Data-driven, Functional Testing, Agile & Waterfall..., Requirements Gathering, Test Management, Test Management Tool, Integration, Smoke Testing, Scrum, UNIX System V, Linux, Oracle Application..., Oracle SQL, Oracle Reports, Process Improvement, QTP, Selenium, QC Tools, Team Leadership, Confluence, Atlassian JIRA, Quality Assurance, Waterfall, Test Strategy, SharePoint, Web Services, Regression Testing, Manual Testing, Agile Testing, Data Warehousing, SoapUI, Quality Center, Performance Testing, LoadRunner, Software Quality..., Test Cases, System Testing, User Acceptance Testing, ClearQuest, HP QTP, HP Quality Center
Education
California State University-San Bernardino - College of Business and Public Administration 2000 — 2003
B.S, Business Adminstration and Computer Information Systems
J.P. Morgan January 2014 - Present
Presidio Community YMCA July 2013 - Present
J.P. Morgan January 2011 - January 2014
JPMorgan August 2007 - December 2010
Piper Jaffray August 2004 - August 2006
KPMG September 2003 - August 2004
Skills
Investment Banking, Corporate Finance, M&A experience, Financial Analysis, Financial Modeling, Valuation, Mergers, Equities, IPO, Capital Markets, Due Diligence, Strategy
Education
California Polytechnic State University-San Luis Obispo 1999 — 2003
Business Administration, Finance, Economics, Statistics
Carrington Holding Company, LLC 2014 - Present
J.P. Morgan January 2009 - Present
Fremont Investment & Loan January 1997 - October 2007
Commercial Credit Corporation February 1992 - January 1997
Skills
Loans, Mortgage Lending, Credit, Loan Origination, Mortgage Banking, Due Diligence, Residential Mortgages, FHA, Refinance, Credit Analysis, Underwriting, Loss Mitigation, Financial Analysis, Processing, Closing, Funding, Loan Servicing, Delinquency, Foreclosure, Quality Assurance, Customer Service, Escrow Analysis, Private Banking, Escrow, First Time Home Buyers, Investment Properties, Real Estate, Sellers, Short Sales
Education
Western State University College of Law 2005 — 2006
Criminal Law
California State University-Fullerton 2002 — 2005
Bachelor of Arts (B.A.), Criminal Justice/Police Science
Fullerton College 2000 — 2002
Associate of Science (A.S.), Administration of Justice
Bankers Life May 2015 - Present
J.P. Morgan March 2013 - February 2015
Edward Jones March 2011 - March 2013
World Group Securties February 2001 - March 2011
MetLife June 1996 - February 2001
Skills
Retirement Planning, Investments, Fixed Annuities, Mutual Funds, Wealth Management, Small Business, Financial Planning, Strategic Financial..., Retirement, Financial Advisory, Investment Advisory, Customer Service, IRAs, 401k, Series 6, Wealth, Securities, Portfolio Management, Series 7, Series 65, Series 63, Variable Annuities, Life Insurance, Long Term Care Insurance, Marketing, Team Building, Leadership, Strategic Planning, Public Speaking
Education
California State University-Long Beach 1979 — 1982
Bachelor's of Science, Administrative Systems, 3.6
J.P. Morgan May 2012 - Present
KC Distributing (Red Bull Sales) September 2009 - May 2012
Sagon-Phior August 2008 - December 2008
The Walt Disney Company January 2008 - June 2008
Skills
Advertising, Management, Leadership, Customer Service, Microsoft Office, Sales, Microsoft Excel, Strategic Planning, Social Media
Education
California State University-Los Angeles 2005 — 2007
B.S., Business Admin. - Marketing
J.P. Morgan July 2015 - Present
Barclays Wealth and Investment Management May 2012 - July 2015
J.P. Morgan April 2009 - May 2012
Smith Barney/Citigroup April 2007 - April 2009
Wells Fargo March 2006 - April 2007
Bank of America August 2004 - March 2006
RadioShack August 1999 - August 2004
Skills
Fixed Income, Sales, Equities, Bloomberg, Investments, Asset Allocation, Portfolio Management, Asset Management, Alternative Investments, Securities, Client Service, Microsoft Excel, Series 7, Series 66
Education
California State University-Long Beach - College of Business Administration 1999 — 2009
B.S., Business Administration, Finance, Investments
Lakewood High School 1995 — 1999
Diploma, N/A
Barka Energy September 2013 - Present
Opportune LLP November 2012 - August 2013
BNP Paribas January 2012 - November 2012
J.P. Morgan 2011 - 2011
RBC Capital Markets 2010 - 2010
Credit Suisse 2006 - 2009
Bain Capital 2000 - 2006
JP Morgan 1996 - 2000
Skills
Commodity, Derivatives, Trading, Hedging, Commodity Markets, Investment Banking, Hedge Funds, Valuation, Bloomberg, Capital Markets, Options, Fixed Income, Financial Modeling, Swaps, Equities, Crude, Refined Products, RINs, Carbon, Biofuels, Natural Gas Trading, Power Trading, International Crude, Domestic Crude, Railway Systems, Waterborne, Logistic Pipelines, Energy
Education
California State University-San Bernardino
BSc., Finance
Bank of America October 2013 - Present
J.P. Morgan June 2010 - October 2013
action poperty mangement September 2007 - October 2009
Education
California State University-Long Beach 2004 — 2009
BS, Management
Enertech May 2010 - Present
J.P. Morgan June 2009 - May 2010
First Capital July 2007 - April 2008
Skills
Forecasting, Banking, Real Estate, Customer Service, Purchasing
Education
California State Polytechnic University-Pomona 2002 — 2007
Bachelors, Finance, Real Estate & Law
J.P. Morgan May 2009 - Present
Credit Suisse 2002 - 2009
Morgan Stanley 1996 - 2002
Skills
Equity Derivatives, Electronic Trading, Trading Systems, Quantitative Finance, Statistical Arbitrage, Market Making, Options, Equities
Education
Caltech
BS, Physics
University of California, Los Angeles
MS, PhD, Physics
J.P. Morgan November 2011 - Present
JPMorgan Chase October 2010 - November 2011
JP Morgan Chase January 1996 - November 2010
Skills
Treasury Services, Cash Management, Banking, Treasury Management, Portfolio Management
Education
Butler University - College of Business Administration 1991 — 1993
MBA
Purdue University 1982 — 1986
BSIM, Industrial Mgmt/Industrial Engineering
ACHIEVE (Broome-Tioga Counties Chapter, NYSARC, Inc.) June 2015 - Present
ACHIEVE (Broome-Tioga Counties Chapter, NYSARC, Inc.) November 2013 - June 2015
JPMORGAN CHASE October 2012 - March 2013
JPMorgan Chase August 2010 - October 2012
JP Morgan December 2005 - July 2010
J.P. Morgan April 2004 - November 2005
Schapiro's Uniform Rental October 2003 - April 2004
Lourdes Youth Services June 2002 - October 2003
Skills
Consulting, Process Consulting, Strategic Consulting, Writing, Technical Writing, Proofreading, Editing, Training, Training Delivery, Hands-on Training, Instructor-led Training, Communication Training, Public Speaking, Customer Service, Customer Satisfaction, Onboarding, New Hire Orientations, New Hire Training, Mentoring New Hires, Mentoring, Mentoring Of Staff, Professional Mentoring, Peer Mentoring, Management, Leadership, Software Documentation, PeopleSoft, Technical Documentation, PowerPoint, Project Management, Microsoft Excel, Project Planning, Banking, Coaching, Visio
Education
Jones International University 2007 — 2010
Master's degree, Business/Corporate Communications, 4.0
California State University-Long Beach 1994 — 1997
Bachelor of Arts (BA), Art History, Criticism and Conservation, 3.95
J.P. Morgan January 2015 - Present
J.P. Morgan February 2011 - Present
Capital Group May 2008 - February 2011
Capital Group January 2006 - May 2008
Doubletree Guest Suites Doheny Beach May 2003 - January 2006
Skills
Financial Modeling, Forecasting, Corporate Finance, Internal Controls, Finance, Valuation, Analysis, Auditing, Business Planning, Fixed Income, Business Development, Training, Financial Statement..., Customer Service, Research, Financial Reporting, Financial Analysis, Fund Accounting
Education
University of California, Irvine - The Paul Merage School of Business 2006 — 2009
MBA, Finance, Valuations, Portfolio Management
California State University-Fullerton 1999 — 2002
Business Management
Clarkson Davis October 2015 - Present
Dallas Afterschool April 2007 - June 2014
Spectrem Group 2002 - 2005
Enron Energy Services January 2001 - November 2001
J.P. Morgan 1999 - 2001
Fidelity Investments 1995 - 1998
Skills
Non-profits, Fundraising, Volunteer Management, Community Outreach, Nonprofits, Grant Writing
Education
The Madeira School 1995 — 1998
Bucknell University 1988 — 1992
Bachelor of Arts (B.A.), Economics
J.P. Morgan July 2015 - Present
J.P. Morgan August 2014 - July 2015
J.P. Morgan Chase Bank NA. March 2013 - August 2014
Chase December 2010 - March 2013
RJ Reynolds March 2008 - July 2010
Skills
CRM, Marketing, Sales, Investments, Business Planning, Selling, Banking, Portfolio Management, Finance, Brand Management, Retail, Strategic Financial..., Customer Experience, Loans, Access, Microsoft Office, Financial Planning, Management, Customer Service
Education
Canisius College 2002 — 2007
Bachelor of Arts (B.A.), Communication and Media Studies
J.P. Morgan July 2015 - Present
Charles Schwab December 2013 - July 2015
Charles Schwab October 2012 - December 2013
Scottrade January 2011 - September 2012
Scottrade Financial Services May 2010 - February 2011
Education
College for Financial Planning 2012 — 2013
Accredited Asset Management Specialist
California State University, Fresno 2006 — 2010
Business Administration, Marketing and Finance
J.P. Morgan July 2013 - Present
J.P. Morgan November 2012 - July 2013
J.P. Morgan August 2011 - November 2012
J.P. Morgan October 2009 - August 2011
J.P. Morgan May 2008 - October 2009
Skills
Banking, Loans, Small Business Lending, Credit, Consumer Lending, Credit Analysis, Commercial Banking, Commercial Lending, Lines Of Credit, Retail Banking, Mortgage Lending, Loan Origination, Investment Banking, Investments, Investment Strategies, Financial Analysis, Real Estate, Series 63, Management, Finance, Microsoft Office, Customer Service, Sales, Microsoft Excel, Social Media, Public Speaking, Leadership
Education
California State University-Fullerton 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance
California State University of Fullerton 2005 — 2007
Business Administration, Bachelor of Arts; Associate of Arts, Liberal Studies
Fullerton College 2003 — 2006
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Fullerton College 2003 — 2005
Associate of Arts (A.A.), Architecture
Fullerton High School 1999 — 2003
General, General Studies
Monster Government Solutions May 2005 - Present
J.P. Morgan 2002 - 2005
Skills
Solution Selling, Sales Management, Cold Calling, Sales Process, Account Management, Lead Generation, CRM, Direct Sales, Business Development, Sales, Applicant Tracking..., Recruiting, New Business Development, Selling, Recruitment Advertising, Internet Recruiting, Sales Operations, Siebel, Cloud Computing, Fishing
Education
Butler University - College of Business Administration 1998 — 2002
Bachelor's Degree, Marketing
Nyansa Learning Corporation 2015 - Present
J.P. Morgan 2011 - Present
Starbucks September 2006 - August 2008
Skills
Property & Casualty..., Liability, Legal Liability, Customer Experience, TCD, Marketing, Cash Management, Product Offerings, Teller Operations, Child Development, SPSS, Educational Psychology, Casualty, General Insurance, Insurance, Psychology, Casualty Insurance, Leadership, Research, Data Entry, Public Speaking, Time Management, Microsoft Office, Microsoft Word
Education
California State University-Northridge 2012 — 2014
Bachelor's Degree, Psychology
DreamWorks Animation February 2015 - Present
GE Capital HQ August 2014 - February 2015
GE Capital International February 2014 - August 2014
GE Real Estate July 2013 - January 2014
GE Capital Aviation Services (GECAS) January 2013 - July 2013
J.P. Morgan May 2012 - December 2012
Verizon Wireless September 2011 - August 2012
Verizon Wireless May 2008 - September 2011
RadioShack Corporation July 2007 - May 2008
Blessed Drug September 2005 - July 2007
Skills
Wireless Services, Wireless Solutions, Quotas, Wireless, Territory, Performance Management, Team Leadership, Development Of Teams, Sales Operations, Team Building, Customer Retention, Finance, Analysis, Management, Financial Analysis, Forecasting, Financial Modeling, Microsoft Office, Accounting, Financial Planning, Customer Service, Microsoft Excel, Financial Risk, Business Development, Corporate Finance, Managerial Finance, Financial Reporting
Education
California State University-Northridge 2007 — 2012
Bachelor of Science (B.S.), Finance, General
California State University-Northridge 2007 — 2011
B.A, Economics
King's College Lagos 1995 — 2001
High School, High School
J.P. Morgan July 1981 - Present
Skills
Loan Origination, Credit Analysis, Financial Analysis, Fixed Income, Financial Risk, Banking, Asset Management, Equities, Wealth Management, Investments, Corporate Finance, Portfolio Management, Commercial Banking, Financial Modeling, Loans, Credit, Investment Banking, Series 7, Series 63, Risk Management, Strategic Financial..., Finance, Securities, Commercial Lending, Investment Advisory, Financial Services, Asset Allocation
Education
Butler University - College of Business Administration 1991 — 1995
MBA, Business
Indiana University Bloomington 1978 — 1981
BS, Business
J.P. Morgan March 2009 - Present
UBS Wealth Management May 2003 - March 2009
Morgan Stanley Smith Barney October 2000 - May 2003
Education
California State University-Chico 1990 — 1994
UBS Financial Services Inc September 2013 - Present
J.P. Morgan July 2012 - September 2013
AllianceBernstein June 2010 - August 2012
Morgan Stanley Smith Barney May 2007 - June 2010
Morgan Stanley Investment Management December 2003 - April 2007
Education
California State University-Chico 1999 — 2003
Psychology
J.P. Morgan January 2007 - Present
Skills
Banking, Leadership, Consumer Lending, Small Business Lending, Risk Management, Retail Banking, Finance, Mortgage Lending, Business Development
Education
The University of Texas at San Antonio
Project Management
California State University-East Bay
Bachelor of Science, Business Administration; option in Marketing Management
California State University-Hayward - School of Business and Economics
BS, Business Management
J.P. Morgan September 2008 - Present
J.P. Morgan June 2007 - August 2007
Education
Caltech 2004 — 2008
B.S., Applied and Computational Mathematics; Business, Economics, and Management
J.P. Morgan May 2009 - Present
CHASE BANK January 2009 - Present
KEMET ELECTRONICS March 2007 - May 2009
CEDAR RIDGE MORTGAGE April 2004 - March 2007
KRAMES CORPORATION January 2001 - January 2003
CALCHIP ELECTRONICS January 1997 - January 2001
HEADRICKS CARPETS January 1991 - January 1997
Education
Bucks County Community College
Looking Glass Group May 2012 - November 2012
J.P. Morgan August 2009 - May 2011
J.P. Morgan October 2004 - August 2009
Looking Glass Partners, LLC 1997 - October 2004
Bank One 1992 - 1997
MZD Advertising 1978 - 1980
Education
Butler University 1972 — 1976
BS
J.P. Morgan October 2009 - Present
Education
Cal State Fullerton
First Western Trust March 2015 - Present
J.P. Morgan December 2012 - March 2015
Affinity Bank August 2006 - July 2009
Cornucopia Foundation February 2006 - July 2006
Starbucks Coffee Company April 2005 - December 2005
Skills
Banking, Risk Management, Microsoft Office, Microsoft Excel, Strategic Planning, Microsoft Word, Credit, Customer Service, Sales, Credit Analysis, Leadership, Marketing, Human Resources, Loans, Training, Management, Retail Banking
Education
California State University-Channel Islands 2004 — 2007
Bachelors of Science, Business Administration
The University of Texas at El Paso 2001 — 2002
Computer Information Systems
Merrill Lynch 2013 - Present
J.P. Morgan January 2011 - Present
Wells Fargo Advisors October 2007 - August 2011
Education
California State University-Fullerton
J.P. Morgan March 2009 - Present
JPMorgan Chase March 2009 - Present
Education
California Institute of the Arts
J.P. Morgan October 2014 - Present
Education
Northeastern University - Graduate School of Business Administration 2011 — 2013
MBA
California State University-Sacramento 2006 — 2008
Bachelor of Science
J.P. Morgan July 2014 - Present
Bank of America November 2009 - August 2014
Skills
Banking, Retail Banking, Customer Service, Commercial Banking, Management, Relationship Management, Financial Services, Client Services
Education
California State University-Northridge 2007 — 2009
B.S. Business Management
Wells Fargo March 2012 - Present
J.P. Morgan November 2004 - March 2012
Skills
Loans, Banking, Strategic Planning, Staff Development, Team Building, Team Leadership, License Management, Sales Management, Sales Operations, Sales Presentations, Motivation, Branch Management, Commercial Banking, Credit, Cross Selling, Branch Banking, Coaching, Financial Services, Commercial Lending, Consumer Lending, Credit Analysis, Customer Service, Deposits, Lines Of Credit, Loan Origination, Mortgage Banking, Mortgage Lending, Relationship Management, Retail Banking, Risk Management, Sales, Small Business Lending
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2005
Business, Finance
University of London 1991 — 1993
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services
J.P. Morgan 2009 - Present
Education
Cal State Fullerton 2006 — 2008
UPMC Passavant October 2010 - Present
Chili's August 2008 - October 2010
J.P. Morgan September 2006 - June 2007
Skills
CPR Certified, ACLS Certified, ICU / CCU, Medical/Surgical, ACLS, Cpr Certified, Patient Safety
Education
citicenz school of Nursing 2011 — 2013
Diploma, Registered Nursing/Registered Nurse
Butler County Community College 2009 — 2011
Health Science
Private September 2015 - Present
JPMorgan Chase & Co. February 2014 - Present
JPMorgan Chase May 2009 - January 2014
J.P. Morgan March 2008 - May 2009
Countrywide Home Loans September 2006 - February 2008
Barnes & Noble August 2001 - November 2002
Office Depot June 1998 - March 2001
Skills
Fund Accounting, Microsoft Excel, Process Improvement, Account Reconciliation, Data Analysis, General Ledger, Investor Accounting, Problem Solving, Mortgage Servicing, Bank Reconciliation, PowerPivot
Education
California State Polytechnic University-Pomona
Bachelor of Business Administration (BBA)