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
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J.P. Morgan Employees
J.P. Morgan April 2012 - Present
Rx 'n Go January 2012 - March 2012
Sears Holdings Corporation June 2010 - August 2010
Skills
Treasury Services, Cash Management, Finance, Banking, Financial Analysis, Sales, Portfolio Management, Microsoft Office, PowerPoint, Customer Service
Education
DePaul University 2007 — 2011
Bachelors, Finance and Management
J.P. Morgan April 2014 - Present
JPMorgan Chase October 2013 - March 2014
JPMorgan Chase November 2011 - October 2013
JPMorgan Chase Bank June 2008 - October 2011
Skills
Loans, Cash Management, Customer Retention, Banking, Credit, Commercial Banking, Credit Analysis, Small Business Lending, Relationship Management, Mortgage Lending, Commercial Lending, Lines Of Credit, Portfolio Management, Treasury Management, Investments, Risk Management, Management, CRM, Leadership, Finance, Financial Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Finance (Investment Banking) and Real Estate Finance and Investments, 3.7
Northwestern University 2003 — 2007
Psychology, Business Institutions
Southfield Lathrup 1999 — 2003
Birney 1998 — 1999
Pegasystems June 2012 - Present
J.P. Morgan January 2009 - June 2012
Various consultancy roles June 2002 - January 2009
Skills
Business Process, Enterprise Software, Analysis, Strategic Planning, Sales, Financial Services, Business Analysis, Cloud Computing, CRM, SDLC
Education
DePaul University
Computer Information Systems, Information Technology
Wheeling High School
Grant Park - Dearborn Capital Management April 2015 - Present
Cedar Capital March 2014 - March 2015
J.P. Morgan February 2013 - December 2013
William Blair & Company August 2000 - June 2012
Synectics Inc. August 1999 - 2000
TMP Worldwide 1998 - 1999
Skills
Graphic Design, Photoshop, Illustrator, InDesign, Project Management, Microsoft Office, strong communicator, Negotiation, Creative Direction, Event Management, Marketing Strategy, Art Direction, Customer Experience, Customer Engagement, Flash, Brand Development, Layout, Advertising, Brochures, Google Adwords, Logo Design, Collateral, Interactive Marketing, Interactive Projects, Vendor Management, Adobe Acrobat, PowerPoint, Large Format, Corporate Branding, Creative Services, Pre-press, Typography, Social Media, Corporate Communications, Marketing Communications, Posters, Trade Shows, Photography, Creative Strategy, Direct Marketing, Email Marketing, Strategy, Illustration, Website Development, Integrated Marketing, Corporate Identity, Digital Marketing, Branding, Adobe Creative Suite, Marketing
Education
DePaul University 1996 — 1998
Bachelor of Science (BS), Marketing
DePaul University
Bachelor of Applied Science (B.A.Sc.), Marketing
J.P. Morgan June 2014 - Present
Paad Plays Piano May 2007 - Present
JPMorgan Chase November 2012 - June 2014
Marketing Werks 2012 - 2012
Luxottica Retail February 2008 - January 2011
Skills
Email Marketing, Customer Retention, Online Advertising, Social Media Marketing, Advertising, Sales, Customer Service, Marketing, Account Management, Social Media, Marketing Strategy, Marketing Communications, Salesforce.com, Direct Marketing, Microsoft Office, Lead Generation, B2B, SEO, Microsoft Excel, New Business Development, Adobe Creative Suite, PowerPoint
Education
DePaul University 2008 — 2012
Bachelor of Science (B.S.), Marketing with Concentration in Sales Leadership
JPM Asset Management May 2015 - Present
J.P. Morgan February 2015 - May 2015
JPMorgan Chase October 2011 - February 2014
Skills
Budgets, Loan Origination, Loans, Management, Mortgage Lending, FHA, Customer Service, Compliance, Mortgage Banking, Residential Mortgages, Investment Properties, Retail Banking, Communication, Communication Skills, Microsoft Office
Education
DePaul University 2007 — 2011
Bachelor of Science (B.S.), Financial Mathematics
JPMorganChase 1981 - Present
JPMorgan Chase November 2012 - September 2014
J.P. Morgan June 2011 - October 2012
Skills
Banking, Process Improvement, Management, Relationship Management, Commercial Banking, Cash Management
Education
DePaul University
J.P. Morgan September 2009 - Present
JPMorgan Chase April 2006 - September 2009
Education
DePaul University 2003 — 2006
Masters, Math Education
University of Illinois at Urbana-Champaign 1996 — 2000
Wheaton North High School
EMPOWER Retirement September 2014 - Present
J.P. Morgan May 2013 - September 2014
J.P. Morgan July 2006 - May 2013
CCA Strategies April 2005 - July 2006
Skills
Defined Benefit, Pensions, Benefits Administration, System Testing, Valuation, Oracle SQL Developer, Data Analysis, Data Entry, Customer Service, Quality Assurance, Microsoft Excel, Microsoft Word, Employee Benefits, Call Centers, ERISA, Pension Administration, Retirement, Financial Services, Leadership
Education
DePaul University
ChiTownVibe Magazine www.chitownvibe.com November 2010 - Present
J.P. Morgan May 2009 - February 2011
BMO Harris Bank January 2007 - 2009
Legacy Home Mortgage January 2003 - June 2006
Skills
Personal Development, Account Management, Mortgage Lending, Banking, General Insurance, Real Estate Financing, Selling, Motivational Speaking, Microeconomics
Education
DePaul University 2010 — 2012
Bachelor of Applied Science (B.A.Sc.), Management
Northwestern College 2008 — 2010
Associate of Science (A.S.), Investments and Securities
Proptrader.in August 2012 - Present
J.P. Morgan January 2010 - June 2012
Skills
Trading, Financial Analysis, Financial Risk, Risk Management, Human Resources, Talent Acquisition, FOREX, Commodity Markets, Bond Markets, Index Funds, Foreign Exchange, Equities
Education
The University of Chicago - Booth School of Business 2006 — 2010
Master of Business Administration (MBA), Finance and Financial Management Services
DePaul University 2002 — 2006
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Knowles Corporation January 2015 - Present
Kutchins, Robbins & Diamond, Ltd. June 2013 - December 2014
Corbett, Duncan & Hubly, P.C. November 2011 - May 2013
J.P. Morgan December 2010 - November 2011
Triotax Professional Services LLP December 2009 - April 2011
Plante & Moran, PLLC June 2009 - August 2009
Friedman & Huey Associates LLP February 2009 - April 2009
Government Finance Officers Association February 2008 - February 2009
Skills
Auditing, Financial Statements, Tax Preparation, Tax, Account Reconciliation, Accounting, Income Tax, QuickBooks, Great Plains Software, ProSystem fx Tax, Financial Reporting, CPA, Management, Tax Returns, Bookkeeping
Education
University of Illinois at Chicago 2005 — 2010
Bachelors of Science, Accounting and Minor Management Information Systems
DePaul University - Charles H. Kellstadt Graduate School of Business
Masters of Science, Taxation
First National Bank and Trust Company 2014 - Present
J.P. Morgan 2013 - 2014
J.P. Morgan 2010 - 2013
J.P. Morgan 2006 - 2010
J.P. Morgan 2004 - 2006
Bank One 2001 - 2004
Whittman-Hart / marchFIRST 2000 - 2001
Heller Financial 1991 - 2000
Zenith Data Systems 1989 - 1991
GTE Communication Systems 1986 - 1989
Skills
Vendor Management, Portfolio Management, Business Analysis, Risk Management, SDLC, Banking, Process Improvement, Financial Services, IT Strategy, Management, Program Management, Fixed Income, Change Management, PMO, Strategic Planning, Equities, Investment Banking, Capital Markets, Project Management, Asset Management, Financial Modeling, Business Process..., Financial Analysis, Web Application Design, Application Lifecycle..., Disaster Recovery, Capacity Planning, 24x7 Production Support, Problem Management, Treasury Services, Client Services, Customer Service, Client Liason, Offshore Operations, Agile & Waterfall..., Forecasting, Systems Analysis, Business Process..., Business Case..., Application Portfolio...
Education
DePaul University 1988 — 1990
MBA, Accounting
University of Puget Sound 1978 — 1983
BA, Economics, Business Administration
J.P. Morgan October 2014 - Present
Valparaiso University February 2013 - September 2014
PepsiCo 2011 - 2012
PepsiCo Business Information Solutions 2007 - 2011
PepsiCo Business Solutions Group 1999 - 2007
PepsiCo - Quaker Oats 1994 - 1999
Automated Concepts Inc. 1992 - 1994
Sears, Roebuck and Co. 1984 - 1992
Skills
Data Warehousing, Business Intelligence, Business Objects, Oracle, Data Migration, Databases, Business Process, Microsoft SQL Server, Business Analysis, Unix, SQL, Performance Tuning, SAP, Crystal Reports, ETL, SAP BW, DB2, Data Modeling, Testing, Requirements Gathering, Database Design, SAP BI, PL/SQL, Access, SQL Tuning, Requirements Analysis, Unix Shell Scripting, ABAP, Teradata, Database Administration, Data Integration, ERP, SAP Implementation, Solution Architecture, Enterprise Architecture, Disaster Recovery, ECC, Computer Science, SAP R/3, SAP ERP, Informatica, Agile Application..., Scrum, Oracle PL/SQL..., High Availability, Failover, Perl Script, Linux
Education
DePaul University 1989 — 1993
MS, Computer Science
Loyola University Chicago 1980 — 1985
BS, Computer Science
Ariba, an SAP company April 2015 - Present
Deloitte Consulting LLP July 2014 - April 2015
J.P. Morgan August 2013 - July 2014
JP Morgan October 2008 - July 2013
J.P. Morgan July 2007 - October 2008
Deloitte Consulting February 2006 - January 2007
IBM Global Services 2000 - 2005
IBM Global Services July 1998 - July 2000
Skills
PMO, ITIL, Strategy Development, Management Consulting, Team Leadership, Strategic Planning, Thought Leadership, Operational Excellence, PMP, Outsourcing, Strategy, Project Management, Leadership, Business Process, Management, Enterprise Software, Process Improvement, Data Center, Requirements Analysis, Business Transformation, Telecommunications, Vendor Management, Program Management
Education
DePaul University 2015 — 2018
Master’s Degree, Human Computer Interaction
Northwestern University 2015 — 2015
Operations Management - Scaling Operations, 88.1%
Northwestern University - Kellogg School of Management 2004 — 2005
Kellogg Management Institute Executive Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1986 — 1989
MBA, Marketing
DePaul University 1979 — 1983
Bachelor's Degree, English
Loyalist College
ITIL Foundation Certification V2 2004
Our Lady of Lourdes
Our Lady of Lourdes
PMI
PMP PMI Certified Project Manager 2005 -2018
PMI
PMI-ACP (Agile Certified Practitioner) 2013 -2016
J.P. Morgan July 2014 - Present
Feltl & Company March 2013 - June 2014
J.H. Realty and Construction Enterprises March 2012 - March 2013
Advanced Equities February 2009 - February 2012
National Securities Corporation March 2006 - January 2009
Skills
Investments, Equities, Alternative Investments, Private Equity, Securities, Venture Capital, Series 7, Series 63, Valuation, Financial Modeling, Investment Banking, Sales, Due Diligence, Finance, Business Analysis, Series 65, New Business Development
Education
DePaul University 2001 — 2006
Finance, Macroeconomics, Business Administration, International Finance, Portfolio Management, Accounting
Lane Tech College Prep 1997 — 2001
J.P. Morgan December 2012 - September 2014
J.P. Morgan July 2011 - December 2012
Education
DePaul University 2007 — 2011
Bachelor of Science (BSc), Finance, Accounting- Strobel Honors
J.P. Morgan June 2013 - Present
Still Dynamics 2008 - Present
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas April 2011 - June 2013
Slalom Consulting October 2010 - April 2011
Astellas Pharma October 2010 - April 2011
GATX July 2009 - October 2010
Nicor Gas April 2009 - May 2009
Baxter August 2007 - April 2009
Sylogex.com 2002 - 2008
Accenture February 2007 - August 2007
Skills
Cognos, Data Warehousing, Business Intelligence, Informatica, Data Modeling, DB2, Essbase, Unix, SQL, OLAP, ETL, Data Governance, Erwin, PL/SQL, Microsoft SQL Server, Data Architecture, SDLC, Dashboard, Oracle, Business Analysis, Visio, Data Management, Teradata, SSIS, SSRS, Analytics, Business Requirements, Data Marts, Data Mining, SQL Server, SSAS 2008, Data Integration, Data Quality, Dashboards, .NET, SharePoint, Team Building, Team Management, Analysis Services, Relational Databases, Master Data Management, Data Warehouse..., Dimensional Modeling, Enterprise Architecture, Requirements Gathering
Education
DePaul University 2003 — 2005
Masters, Business Information Technology & Minor in Data Warehousing
DePaul University 1998 — 2002
Bachelors, Computer Information Systems & Minor in E-Commerce
Niles North High School 1994 — 1998
J.P. Morgan June 2012 - Present
University of Illinois at Chicago May 2007 - September 2010
Skills
Microsoft Excel, Customer Service, Financial Analysis, Banking, Access, Outlook, Research, Finance, Data Entry, Event Planning
Education
DePaul University 2011 — 2014
Bachelor's degree, Operations Management and Supervision, 3.572
South Suburban College 2008 — 2010
Associate of Science (AS), Business/Commerce, General
KPMG April 2015 - Present
J.P. Morgan December 2011 - April 2015
Heidrick & Struggles May 2011 - December 2011
GATX December 2010 - April 2011
CNA February 2006 - March 2010
CNA Insurance October 2003 - February 2006
CNA Insurance November 1999 - October 2003
Skills
Microsoft Office, PeopleSoft, Essbase, Adobe Acrobat, Financial Analysis, Financial Reporting, Access, Forecasting, Process Improvement, Variance Analysis, Finance, Leadership, Accounting, Business Process, Budgets, Account Reconciliation, Financial Modeling, Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
MBA, Finance
University of Illinois at Urbana-Champaign 1994 — 1998
Bachelor of Arts, Double Major in Finance and Economics
Allstate April 2014 - Present
J.P. Morgan September 2013 - March 2014
JPMorgan Chase October 2011 - November 2013
JPMorgan Chase Bank, N.A. 2007 - October 2011
eGain Communication 2005 - 2007
ABN AMRO 2001 - 2005
Skills
Process Development, Supply Chain Management, Quality Assurance, Program Management, Quality Management, Strategic Planning, Business Strategy, Business Planning, Financial Planning, Government Relations, Leadership Development, Product Management, Contract Negotiation, Process Optimization, Test Automation, Performance Testing, Performance Management, Vendor Management, Business Process..., SDLC, Agile Methodologies, Six Sigma, Project Management, Strategy, Management, Business Analysis, Process Simulation, Cross-functional Team..., Budgets, Software Project..., PMO, Business Requirements, Risk Management, Requirements Gathering, Project Portfolio..., Process Improvement, Requirements Analysis, Strategic Financial..., PMP, Change Management, Leadership, Testing, Banking, IT Strategy, Business Process, Project Delivery, Agile Project Management, Enterprise Software, Waterfall, Operations Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2010
MBA, Business Information Technology
J.P. Morgan August 2015 - Present
J.P. Morgan November 2014 - August 2015
J.P. Morgan February 2014 - October 2014
Chase October 2012 - February 2014
Bank of America August 2009 - September 2012
University of Illinois at Chicago Medical Center Human Resources June 2006 - August 2007
Skills
Retail Banking, Banking, Loans, Credit, Sales, Relationship Management, Financial Services, Investments, Portfolio Management, Mutual Funds, Securities, Fixed Income, Investment Banking, Finance, Equities, Series 7, Bonds, Financial Markets
Education
DePaul University 2010 — 2013
B.S. Finance
University of Illinois at Urbana-Champaign 2005 — 2008
Eschelon Merchant Services May 2013 - July 2013
Matrix Payment Systems February 2013 - May 2013
Galter Life Center May 2009 - May 2013
Foss Swim School February 2012 - December 2012
American Family Insurance September 2007 - February 2008
J.P. Morgan November 2006 - September 2007
Pitney Bowes January 1996 - December 1999
Skills
Public Speaking, Team Building, Retail, Management, Team Leadership, Sales, Coaching, Teaching, Training, Leadership, Non-profits, Strategic Planning, Social Media, Nonprofits, Marketing, Leadership Development, Sales Management, Account Management, Event Planning, Teamwork, Customer Service, Hospitality, Community Outreach, Cold Calling
Education
DePaul University 1999 — 2001
Master's degree (30 Hours), Sociology
South East Missouri State University 1982 — 1985
BS, Criminal Justice/Safety Studies
CAbi Clothing February 2015 - Present
J.P. Morgan January 2013 - January 2015
KBooM! Games May 2011 - December 2012
MCL Companies October 2007 - May 2011
Plante & Moran January 2005 - October 2007
Skills
Financial Statements, Accounting, Payroll, CPA, GAAP, Tax, Account Reconciliation, Finance, Investments, Financial Reporting, Internal Controls, Financial Analysis, Budgets, SEC filings
Education
DePaul University
BA, Accounting
J.P. Morgan June 2015 - Present
CME Group October 2014 - June 2015
J.P. Morgan June 2014 - August 2014
Staples July 2012 - November 2012
Red Tag Motors May 2011 - June 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Finance, Bloomberg Terminal, Corporate Finance, Investments, Portfolio Management, Access, Bloomberg, Valuation, Data Analysis, Economics
Education
DePaul University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Junior
Barrington
J.P. Morgan May 2014 - Present
J.P. Morgan August 2012 - May 2014
Clark Street Capital September 2011 - January 2012
Law Office of Theresa L. Panzica L.L.C. March 2010 - August 2010
Skills
Mortgage Banking, Real Estate, Retail Banking, Short Sales, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Social Networking, Leadership, Youth Leadership, Training, Real Estate Financing, Finance, Marketing, Financial Analysis, Valuation, Financial Modeling, Market Research, Real Estate Transactions, Portfolio Management, Mortgage Lending, Data Analysis, Risk Management, Banking, Due Diligence, Negotiation, Budgets, Customer Service, Sales, Management, Strategic Planning, Time Management, Loans
Education
DePaul University 2008 — 2012
Bachelor of Science (B.S.), Management, College of Commerce
Università degli Studi di Firenze / University of Florence 2011 — 2011
International Marketing
CNO Financial Group June 2014 - Present
J.P. Morgan August 2013 - June 2014
InnerWorkings August 2012 - August 2013
Lucky Strike Lanes 2010 - July 2013
Providential Bancorp March 2012 - June 2012
Champps Americana March 2007 - September 2009
Skills
Customer Service, Word, PowerPoint, Excel, Microsoft Dynamics, Microsoft Excel
Education
DePaul University 2007 — 2012
Accounting
IMAG(in)E Life Coaching LLC February 2015 - Present
Great-West Financial August 2014 - January 2015
J.P. Morgan January 2006 - August 2014
Callan Associates 2000 - 2006
Putnam Investments 1998 - 2000
Scudder Stevens & Clark 1996 - 1998
Hewitt Associates 1988 - 1996
Chicago Board of Options Exchange 1988 - 1988
U.S. Army Corps of Engineers 1985 - 1988
Skills
Business Strategy, Executive Coaching, Sales Presentations, Creative Problem Solving, Culture Change, Retirement Plan..., Leadership, Defined Contribution, Management, Pensions, Sales, Mutual Funds, CRM, Retirement Planning, 401k, Relationship Management, Retirement, Strategic Planning, Alternative Investments, Series 63, Financial Services, Investments, Asset Allocation, Series 7, Financial Advisory
Education
Hypnosis Motivation Institute 2015 — 2015
Diploma in Hypnotherapy, Handwriting Analysis, Past-Life Regression
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1993
Master of Business Administration (MBA), International Business
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
BS, Finance, General
PNC July 2013 - Present
Self Employed July 2011 - July 2013
US Bank July 2010 - July 2011
J.P. Morgan February 2008 - July 2010
EDS Credit Union March 2007 - November 2007
Self Employeed June 2004 - March 2007
CERTIFIED MERCHANT SERVICES February 2003 - June 2004
citi April 1998 - February 2003
RWC CONSULTING GROUP INC February 2000 - October 2001
EDS Group January 1998 - February 2000
Skills
Achieving Results, Operations Management, Process Improvement, Team Building, Customer Service, Excel, Cash, Merchant Services, Banking, Deposits, Customer Relations, Compliance, Policy, Microsoft Office, Research, Credit Cards, Problem Solving, Coaching, PowerPoint, Risk Management, Credit, Call Center, Strategic Planning, Budgeting, Forecasting, Team Leadership, Risk, Account Management, Vendor Relations, Customer Satisfaction, Data Analysis, Team Management, Employee Relations, Insurance, Internal Audit, Bank Reconciliation, Bank Secrecy Act, Stored Value, Corporate Fraud..., Wire Transfers, ACH, Microsoft Excel, Financial Risk, Budgets, Financial Services, Training, Call Centers, Relationship Management, Cash Management, Access
Education
Southern Methodist University - Perkins School of Theology 2007 — 2008
Theology
DePaul University 1993 — 1996
Bachelors, Commerce/Business Management
Wells Fargo July 2014 - Present
J.P. Morgan April 2012 - July 2014
J.P. Morgan November 2010 - April 2012
J.P. Morgan January 2000 - November 2010
Skills
Treasury Services, Commercial Banking, Treasury Management, Banking, Credit Analysis, Credit, Loans, Commercial Lending, Cash Management, Financial Analysis, Corporate Finance, Financial Modeling, Investments, Capital Markets, Investment Banking, Credit Risk
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
MBA, Finance
University of Missouri-Columbia 1994 — 1998
Bachelor of Science (BS), Finance
J.P. Morgan November 2013 - Present
Chase June 2011 - November 2013
Northwestern Mutual December 2010 - May 2011
Chicago 2nd Ward, Alderman Rob Fioretti August 2009 - December 2009
Skills
Financial Analysis, Financial Modeling, Customer Service, Finance, Strategic Financial..., Microsoft Excel, Insurance, Microsoft Office, Investments, PowerPoint, Securities, Risk Management, Series 6, Building Relationships, Mutual Funds, Series 63, Microsoft Word, Retirement Planning, Series 7
Education
DePaul University 2006 — 2011
Bachelor of Arts (B.A.), Economics, Sociology
J.P. Morgan February 2013 - Present
JP Morgan Chase January 2012 - February 2013
JP Morgan March 2010 - February 2012
First American Bank August 2009 - July 2010
Citi July 2005 - December 2008
ABN AMRO 1998 - 2005
Bank Austria Creditanstalt 1995 - 1998
Austrian Consulate General 1993 - 1995
Skills
Treasury Management, Cash Management, Banking, Treasury, Portfolio Management, Strategy, CRM, Investments, Finance, Business Development, Relationship Management, Credit Analysis, Business Planning, Business Strategy, Leadership, Management, Treasury Services, Sales, Process Improvement
Education
Loyola University Chicago 1997 — 2000
MBA, International Finance and Accounting
DePaul University
BA, German Language
J.P. Morgan 2004 - Present
Bank One 1998 - 2004
First Chicago NBD 1995 - 1998
First Chicago January 1982 - 1995
Education
DePaul University
BA, Accounting
J.P. Morgan April 2015 - Present
JW Marriott January 2015 - Present
Senator for Third Year Students at Depaul University 2014 - Present
Sears Holdings Corporation January 2012 - July 2013
Skills
Microsoft Office, Customer Service, Management, Public Speaking, Teaching, Strategic Planning, Microsoft Word, Leadership, Research, Microsoft Excel, Project Management, PowerPoint, Social Media, Marketing, Team Building, Training, Event Planning, English, Sales, Teamwork, Time Management, Outlook, Access, Data Entry, Staff Development, Accounting, Community Outreach, Budgets
Education
DePaul University 2014 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Triton College 2012 — 2014
Associate of Science (A.S.), Business/Commerce, General
Maranon Capital April 2014 - Present
Fitch Ratings December 2007 - April 2014
CapitalSource Finance LLC December 2005 - September 2007
Antares Capital Corporation March 2005 - November 2005
J.P. Morgan January 2004 - March 2005
BNP Paribas March 2001 - March 2004
Skills
Capital Markets, Leveraged Finance, Financial Modeling, Valuation, LBO, Corporate Finance, Fixed Income, Investment Banking, Private Equity, Credit Analysis, Portfolio Management, Financial Analysis, Financial Structuring, Structured Finance, Investments, Loans, Hedge Funds
Education
Northwestern University - Kellogg School of Management 2008 — 2009
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2002
MBA
University of Notre Dame 1993 — 1997
BA
KPMG US November 2013 - Present
J.P. Morgan October 2008 - November 2013
Deloitte September 2005 - October 2008
Skills
Accounting, Financial Reporting, Private Equity, Auditing, Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Sarbanes-Oxley Act, IFRS, GAAP, US GAAP
Education
The University of Chicago - Booth School of Business 2010 — 2013
Masters in Business Administration, Finance, Entrepreneurship, Strategic Management, Managerial & Organizational Behavior
DePaul University 2001 — 2005
Bachelors of Science in Commerce, Honors Accounting and Finance
J.P. Morgan July 2014 - Present
JPMorgan Chase April 2013 - May 2014
JP Morgan Chase Bank May 2011 - March 2013
T-Mobile Limited January 2008 - January 2011
Skills
Finance, Accounts Receivable, Banking, Loans, Profit, Small Business Lending, Sales, Customer Service, Accounting, Microsoft Excel, Leadership, Microsoft Office, PowerPoint, Market Planning, Business Analysis, Financial Analysis
Education
DePaul University 2005 — 2009
Bachelors, Finance
DePaul University 2005 — 2009
Bachelors, Finance, Finance
BP September 2014 - Present
Neiman Marcus April 2012 - Present
J.P. Morgan June 2013 - September 2014
Priscilla of Boston August 2010 - August 2011
Skills
Time Management, Credit, Finance, Sales, Store Management, Trend Analysis, Microsoft Office, Retail Sales, PowerPoint, Strategic Planning, Customer Service, Leadership, Social Media, Microsoft Word, Visual Merchandising, Social Networking, Merchandising, Customer Experience, Outlook, Customer Satisfaction, Lotus Notes
Education
DePaul University 2012 — 2014
Bachelor's degree, Finance, General
Waubonsee Community College 2009 — 2011
Associate of Arts (A.A.), Economics
Rosary High School
J.P. Morgan February 2014 - Present
J.P. Morgan June 2012 - February 2014
DePaul University May 2010 - June 2013
Self Employed August 2005 - August 2012
Education
DePaul University 2009 — 2013
BS, Network Technologies with a concentration in Networking and Security
Lincoln-Way East High-School 2005 — 2009
J.P. Morgan May 2009 - Present
JPMorgan June 2005 - May 2009
TD Ameritrade August 2003 - July 2005
Chicago Board of Trade November 2001 - March 2003
TD Ameritrade March 2000 - August 2001
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2009
MBA
University of Wisconsin-Madison 1995 — 1999
BS
J.P. Morgan April 1995 - Present
BMO Harris Bank January 1985 - January 1995
Skills
Product Management, Business Analysis, Business Requirements, Banking, SDLC, Requirements Analysis, Software Project..., Requirements Gathering, Vendor Management, Project Portfolio..., User Acceptance Testing, SharePoint, IT Strategy, PMO
Education
Wabash College 1977 — 1980
Bachelor of Arts (B.A.), Mathematics and Computer Science
DePaul University
On hold, Management Information Systems and Services
J.P. Morgan March 2014 - Present
JPMorgan Chase August 2013 - March 2014
JPMorgan Chase January 2012 - August 2013
JPMorgan Chase March 2011 - December 2011
JPMorgan Chase March 2009 - November 2010
Skills
Customer Service, Loans, Financial Analysis, Financial Services, Relationship Management, Banking, Sales, Accounting, Customer Experience, Credit
Education
DePaul University 2006 — 2010
Political Science, International Relations and Affairs
Impeccable Painting September 2014 - Present
Healthcare Solutions Team September 2011 - Present
AudioVisual Company October 2010 - July 2011
Financial Services Company June 2005 - October 2010
J.P. Morgan August 1996 - May 2005
Skills
Investments, Risk Management, Banking, Insurance, Capital Markets, Business Development, Finance, Financial Risk, Customer Relations, Fixed Income, Municipal Bonds, Bonds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2001
M.S.
Northern Illinois University 1986 — 1990
B.S.
Marimon Business Systems May 2015 - Present
Dahill August 2013 - May 2015
Strayer University July 2010 - May 2012
J.P. Morgan October 2003 - September 2009
Skills
Training, Student Financial Aid, Team Building, Microsoft Office, Student Affairs, Admissions Counseling, Employee Relations, Retaining Customers, Adult Education, Student Recruiting, Higher Education, Public Speaking, Staff Development, Admissions, Microsoft Word, Team Leadership, PeopleSoft, Leadership Development, Microsoft Excel, Coaching, Access, Employee Training, Leadership, Enrollment Management, PowerPoint, Strategic Planning, Management, Hiring, Outlook, Project Management, Campus, eCollege
Education
Strayer University------MBA in progress 2012 — 2015
MBA-------in progress, Business Administration and Management, General
DePaul University 1996 — 1999
Bachelor of Science (BS), Finance, General
J.P. Morgan October 2014 - Present
Freelance July 2012 - Present
Lyon Communications 2013 - 2014
PALOMA Botanical Beauty May 2012 - October 2013
ACE: A Community for Education at the Charles A. Dana Center at The University of Texas at Austin 2012 - 2013
barns June 2011 - July 2012
Anthropologie 2011 - 2012
Lace Gallery September 2011 - September 2011
Sapporo May 2008 - July 2011
Columbus Literacy Council September 2010 - December 2010
Skills
Editing, Creative Writing, Social Media, Online Reputation..., Branding & Identity, Social Networking, Proofreading, Community Outreach, Content Strategy, Content Development, Copywriting, Copy Editing, Marketing Communications, Communication Skills, Local Marketing, Web Editing, Writing, Content Writing, Web Content Management, Web Content Creation, Blogging, Microsoft Office
Education
The Ohio State University 2008 — 2010
B.A., English
DePaul University 2004 — 2008
English
Romano Wealth Management June 2015 - Present
J.P. Morgan January 2014 - Present
JPMorgan Chase August 2010 - January 2014
JPMorgan Chase August 2008 - August 2010
JPMorgan Chase February 2004 - August 2008
Skills
Series 63, Mutual Funds, Options, Finance, Series 7, Stock Market, Equity Research, Equities, Training, Corporate Finance, Strategic Financial..., Financial Markets, Trading, Banking, Investments, Portfolio Management, Leadership, Financial Risk, Analysis, Credit Risk, Financial Reporting, Securities, Asset Management, Loans, Financial Analysis, Private Banking
Education
Marylhurst University 2010 — 2011
MBA, Finance
DePaul University 2001 — 2003
Bachelors, Finance
J.P. Morgan June 2013 - Present
JPMorgan Chase November 2010 - Present
JPMorgan Chase June 2009 - November 2010
JPMorgan Chase August 2007 - June 2009
JPMorgan Chase July 2005 - July 2007
Education
DePaul University 2003 — 2007
Bachelor of Science, Finance and Real Estate
Accenture Interactive July 2014 - Present
Acquity Group January 2014 - July 2014
Acquity Group April 2012 - December 2013
JP Morgan July 2007 - April 2012
J.P. Morgan May 2005 - July 2007
J.P. Morgan July 2004 - May 2005
Skills
Business Analysis, Requirements Gathering, SDLC, Requirements Analysis, Vendor Management, Visio, Program Management, Project Management, Software Project..., Job Coaching, Digital Marketing, Mobile Applications, Mobile Technology, Functional Analysis, Rapid Prototyping, Mobile Marketing, Mobile Payments, Mobile Design, Agile Project Management, Agile Methodologies, Business Requirements, User Acceptance Testing, PMO, Management, Strategy
Education
DePaul University 2014 — 2014
Interactive Marketing Certificate Program, Driehaus College of Business, Kellstadt Marketing Center
Indiana University Bloomington 2000 — 2004
Business, Business Process Management and Operations Management
J.P. Morgan July 2015 - Present
Sid Feldman Legacy Fund January 2014 - June 2015
Chicago Architecture Foundation June 2014 - March 2015
DICK'S Sporting Goods February 2013 - June 2014
CVS Health September 2007 - March 2012
Education
DePaul University 2013 — 2014
BS in Business - Magna Cum Laude, Finance & Business Development
Indiana University Bloomington 2009 — 2012
Finance
Melio & Company January 2014 - Present
Bank of America Merrill Lynch August 2011 - December 2013
Disabato Advisers September 2010 - June 2011
J.P. Morgan June 2008 - April 2010
Mesirow Financial January 2008 - June 2008
ABN AMRO LaSalle Bank June 2007 - September 2007
Skills
Asset Managment, Series 7, Private Equity, Equity Research, Asset Management, Commercial Banking, Private Banking, Wealth Management
Education
DePaul University 2004 — 2008
BS, Finance
JPMorgan Chase & Co. August 2014 - Present
JPMorgan Chase June 2007 - Present
J.P. Morgan February 2013 - February 2014
JPMorgan Chase January 2005 - June 2007
JPMorgan Chase February 2003 - November 2004
Skills
Series 7, Crisis Management, Globalization, Risk Management, Vendor Management, Business Analysis, Banking, SDLC, Process Improvement, PMP, Program Management, Relationship Management, Project Portfolio..., Financial Risk, Project Management, Business Continuity, PMO, Software Project..., Project Delivery, Enterprise Risk..., Financial Services, Securities, Governance, Investment Banking, IT Strategy
Education
DePaul University 2001 — 2005
Bachelor's Degree Candidate, Banking, Corporate, Finance, and Securities Law, 3.8
Eli Lilly and Company June 2014 - Present
J.P. Morgan February 2010 - June 2014
Bank of America August 2005 - August 2009
Skills
Mutual Funds, Financial Analysis, Investments, Banking, Loans, Financial Modeling, Accounting, Credit, Customer Service, Leadership, Microsoft Office, Microsoft Word, Risk Management, Time Management, Sales
Education
DePaul University 2012 — 2013
Communication Studies
University of Illinois at Chicago 2009 — 2011
Economics
J.P. Morgan January 2015 - Present
J.P. Morgan February 2014 - January 2015
J.P. Morgan June 2013 - February 2014
Groupon January 2012 - June 2013
Morningstar September 2010 - December 2011
whiteChicago October 2009 - January 2011
GolfZone Inc January 2006 - January 2009
Skills
Full-cycle Recruiting, Personnel Recruiting, Internet Recruiting, HRIS, Microsoft Office, Outlook, Word, Onboarding, HR Policies, Employee Handbooks, Financial Sector, Employee Engagement, Employee Relations, Quickbooks, Expense Management, Event Planning, Interviewing, New Employee Orientation, Training New Employees, Scheduling, Personnel Selection, New Hire Training, Microsoft Word, New Hire Orientations, Interviews, Morningstar, Training, Cold Calling, Financial Services
Education
DePaul University 2008 — 2011
Bachelor of Arts, Communication Studies
First Midwest Bank June 2015 - Present
Management Planning, Inc. January 2013 - May 2015
ComStock Advisors April 2011 - December 2012
J.P. Morgan 2002 - September 2010
J.P. Morgan 2000 - 2002
J.P. Morgan 1989 - 2000
Skills
Business Valuation, Asset Management, Valuation, Banking, Financial Analysis, Customer Relations, Wealth Management, Risk Management, Credit, New Business Development, ESOP, Asset Managment, Investment Management, Portfolio Management, Customer Service, Investments, Financial Services, Private Equity, Securities, Financial Reporting, Accounting, Alternative Investments, Due Diligence
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance and Real Estate
DePaul University
BS, Corporate Finance
J.P. Morgan March 2015 - Present
Merrill Lynch Wealth Management, Bank of America Corporation January 2012 - March 2015
Salzman & Co. November 2009 - April 2011
Information Providers, Inc. August 2004 - November 2009
Skills
Investments, Finance, Portfolio Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Investment Management
University of Iowa 1998 — 2002
Bachelor's Degree, Economics
J.P. Morgan March 2013 - Present
Office of Mayor Rahm Emanuel, City of Chicago June 2012 - March 2013
Education
DePaul University 2013 — 2016
Master of Science (MS)
DePaul University 2009 — 2013
Bachelor of Arts (BA)
J.P. Morgan October 2014 - Present
JPMorgan Chase April 2013 - October 2014
CH Roinson 2011 - 2012
Skills
3PL, Logistics Management, Supply Chain, International Logistics, Ocean Freight, Export, Transportation..., Sales, Key Account Management, Warehouse Management, Ocean, LTL, Freight, Management, Analysis, Team Building, Process Improvement, Business Development, Microsoft Excel
Education
DePaul University 2007 — 2011
B.S. of business management, Management
DePaul University 2007 — 2011
Bachelor of Science (B.S.), Management
UBS Wealth Management May 2008 - Present
J.P. Morgan January 2001 - May 2008
Morgan Stanley June 1998 - June 1999
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, General
DePaul University 2002 — 2004
CFP, Certification in Financial Planning
Loyola University Chicago 1995 — 1999
BS, Finance
Citi Private Bank September 2015 - Present
JPMorgan Chase Bank N.A. October 2014 - September 2015
J.P. Morgan September 2011 - October 2014
JPMorgan Chase Bank N.A. April 2010 - September 2011
JPMorgan Chase Bank N.A. October 2008 - April 2010
Best Western Concorde Club January 2006 - May 2008
Office Max August 2002 - December 2005
Education
DePaul University
Bachelors of Science, Finance
J.P. Morgan July 2014 - Present
J.P. Morgan August 2012 - June 2014
Discover Financial Services June 2010 - June 2011
Discover Financial Services August 2008 - June 2010
Skills
Equities, Derivatives, Fixed Income, Options, Foreign Currency, Structured Finance, Banking, Investments, Financial Risk, Asset Managment, Alternative Investments, Asset Allocation, Financial Markets
Education
Purdue University 2003 — 2008
B.A., Political Science
DePaul University 2010 — 2012
M.S., Finance
Universidad Complutense de Madrid 2006 — 2007
Economics, International Relations, Spanish
Varde Partners August 2014 - Present
J.P. Morgan July 2013 - July 2014
J.P. Morgan June 2010 - June 2013
Houlihan Smith & Company, Inc. September 2009 - January 2010
JPMorgan Chase June 2009 - August 2009
KPMG January 2009 - April 2009
Shepard Schwartz & Harris LLP November 2007 - November 2008
Education
DePaul University 2006 — 2010
Bachelors, Finance & Accounting
Commodity Futures Trading Commission January 2015 - Present
J.P. Morgan December 2012 - December 2014
J.P. Morgan July 2012 - December 2012
J.P. Morgan October 2010 - July 2012
Cygnus Atratus, LLC February 2009 - March 2010
McGuire Group 1998 - 2009
Lind-Waldock December 1997 - March 1998
Skills
Equities, Options, Technical Analysis, Derivatives, Customer Relations, Industry Analysis, FEC, CME, Encore, OCC, Risk Management, Financial Analysis, Trading Systems, Securities, Trading, Investments, Excel, Commodities, Bloomberg, FX, Microsoft Office, Accounting, Financial Markets, Process Improvement, Electronic Trading, Commodity, Series 7, Hedging, Equity Trading, Traders, Trading Strategies, Finance, Fixed Income, Management, Hedge Funds
Education
DePaul University 1998 — 2001
Bachelor of Science
J.P. Morgan December 2014 - Present
J.P. Morgan June 2013 - December 2014
J.P. Morgan July 2011 - May 2013
Morningstar January 2011 - May 2011
J.P. Morgan June 2010 - August 2010
Basic Boutique April 2010 - June 2010
Chicago Housing Authority September 2009 - April 2010
Skills
Strategy Execution, Data Analysis, Project Management, Microsoft Excel, Marketing, PowerPoint, Organizational..., Risk Management, Cost Reduction, Business Analysis, SharePoint, Time Management, Social Media, Social Media Marketing, Operational Control, HIPAA, Analytic Reporting, Employee Engagement, Corporate Strategy..., Strategy
Education
DePaul University 2007 — 2011
Bachelor of Science, College of Commerce, E-Business and Management
AmWINS Group June 2015 - Present
DePaul University September 2014 - Present
Ezra Penland Actuarial Recruitment January 2015 - June 2015
L Brands January 2014 - August 2014
Limited Brands June 2012 - January 2014
J.P. Morgan May 2011 - August 2011
Skills
Data Analysis, Access, Financial Modeling, Retail
Education
DePaul University 2014 — 2016
Master of Science (M.S.), Applied Mathematics- Actuarial Science
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
University of Notre Dame 2008 — 2012
Bachelor of Arts (B.A.), Film, Television, and Theatre- Television Studies
Glenwick Capital August 2015 - Present
J.P. Morgan December 2013 - July 2015
Grad Flowers, LLC May 2009 - December 2013
Manor Resources March 2013 - July 2013
UBS Wealth Management September 2011 - September 2012
Service First Processing June 2011 - June 2011
America Reads October 2008 - March 2009
F.A.R.E. Travel (Virtual Enterprise International) (High School Independant Program) August 2007 - June 2008
Skills
Financial Analysis, Market Research, Microsoft Excel, Marketing, Bloomberg Terminal, Wealth Management, PowerPoint, Asset Allocation, Forecasting, Microsoft Office, Microsoft Word, Data Analysis, Outlook, Investments, Customer Service, Equities
Education
DePaul University 2008 — 2013
Bachelor of Science (BSc), Business/Commerce Economics, Driehaus School of Business
Palm Springs High School 2004 — 2008
High School Diploma, Political Economy
J.P. Morgan January 2014 - Present
J.P. Morgan September 2006 - January 2014
J.P. Morgan May 2003 - August 2006
MCG Landscaping, Inc. November 2001 - May 2003
DiamondCluster April 1999 - November 2001
Real Media Group August 1997 - March 1999
Education
DePaul University 1995 — 1997
M.A., Multi-cultural/Organizational Communication
Drake University 1990 — 1994
B.A., Speech Communication / Rhetorical Studies
JPMorgan October 2009 - Present
J.P. Morgan April 2008 - October 2009
J.P. Morgan November 2006 - April 2008
J.P. Morgan November 2004 - November 2006
Bank One August 2003 - November 2004
Bank One April 2002 - August 2003
Bank One June 2000 - April 2002
Skills
Leadership, Management, Banking, Customer Service, Customer Satisfaction, Client Services, Client Relations, Customer Support, Customer Relations, Wealth Management, Team Building, Team Leadership, Account Management
Education
DePaul University 2009 — 2014
Bachelor's Degree, Non-Profit Management and Entrepreneurship
DePaul University
Deloitte Touche Tohmatsu Limited June 2015 - Present
Community TV Network October 2012 - Present
J.P. Morgan October 2014 - June 2015
J.P. Morgan May 2013 - August 2014
JPMorgan Chase May 2007 - May 2013
CNA Insurance 2001 - 2007
MetalMaker.com, Inc. 2000 - 2001
GE Rail 1999 - 2000
Skills
Business Analysis, Process Improvement, Strategic Planning, Project Management, Financial Analysis, Risk Management, Operational Risk..., Internal Controls, Compliance, Internet Security, Information Security, Security Operations..., Cyber-security, Fraud Detection, Regulatory Requirements, Resiliency, Banking, IT Strategy, IT Management, RSA SecurID, Insurance, Program Management, Security, Treasury Services, Leadership, Strategy, Vendor Management, SDLC, Management, Executive Management, Financial Risk, Change Management, Product Management, Business Process..., Business Strategy
Education
DePaul University 2010 — 2014
Master of Science, Leadership and Policy Studies
Quinlan School of Business, Loyola University Chicago 2002 — 2005
MBA, Information Systems, Operations
Loyola University of Chicago 1996 — 2001
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
St. Joseph High School 1992 — 1996
BMO Private Banking December 2010 - Present
J.P. Morgan April 2010 - December 2010
J.P. Morgan March 2000 - April 2010
Stein, Roe & Farnham February 1992 - December 1999
Skills
Wealth Management, Investments, Portfolio Management, Equities, Mutual Funds, Asset Managment, Alternative Investments, Asset Allocation, Fixed Income, Estate Planning, Financial Markets, Asset Management, Hedge Funds, Investment Management, Investment Strategies, Investment Advisory, Wealth Management..., Financial Advisory, Securities, ETFs, Capital Markets, Sustainability, Socially Responsible..., Environmental Issues
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Illinois at Urbana-Champaign
B.A.
J.P. Morgan May 2006 - Present
Starbucks Coffee Company January 2003 - August 2004
Lincoln Financial Distributors February 2001 - August 2002
Prudential Financial February 2000 - February 2001
Prudential Financial February 1999 - February 2000
Prudential Financial June 1997 - February 1999
Barnes and Nobles August 1995 - June 1997
Skills
Training, Customer Service, Wealth Management, Employee Training, Training & Development, Banking, Relationship Management, Writing, Oral Communications
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2012
Master's degree, Human Resources, Graduated with distinction
Rutgers University-New Brunswick 1989 — 1995
Bachelor of Arts (B.A.), History/Latin
J.P. Morgan May 2001 - Present
Sara Lee Corporation October 1998 - March 2001
First Chicago / American National Bank June 1992 - October 1998
Skills
Asset Management, LIHTC, Tax Credits
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1995
MBA, Finance, Real Estate Concentration
Miami University 1987 — 1991
B.S., Finance, International Business, French
J.P. Morgan August 2015 - Present
J.P. Morgan December 2004 - Present
First National Bank/Bank One 1998 - 2004
American Natl Bank and Trust Company/First Natl Bank 1986 - 1997
Skills
Commercial Banking, Commercial Lending, Banking, Credit, Credit Analysis, Loans, Treasury Management, Portfolio Management, Cash Management, Small Business Lending, Financial Analysis, Middle Market, Financial Services, Financial Modeling, Fixed Income, Capital Markets, Credit Risk, Securities, Investment Banking, Equities, Financial Risk, Derivatives, Wealth Management, Series 7, Finance, Valuation, Asset Management, Investments, Corporate Finance
Education
DePaul University 1985 — 1986
MBA, Finance
Marquette University 1981 — 1985
BA, Finance and Marketing
Immaculate Conception High School
Immaculate Conception High School
RogenSi August 2012 - Present
J.P. Morgan April 2010 - July 2012
RogenSi August 2006 - April 2010
DHL 1999 - 2006
Skills
Change Management, New Business Development, Account Management, Team Building, Business Strategy, Sales Management, Business Development, Strategic Planning, Process Improvement, Negotiation, Leadership Development, Coaching, Sales, Relationship Management, Logistics
Education
DePaul University 1993 — 1997
BA, Political Science/Economics
Westbourne Capital Partners October 2015 - Present
Wintrust Financial Corporation February 2012 - September 2015
J.P. Morgan 2008 - 2012
JPMorgan Chase & Co. 2003 - 2008
JPMorgan Chase & Co. 2002 - 2003
Skills
Financial Planning, Investment Advisory, Corporate Finance, Strategic Leadership, Mentoring, Strategic Financial..., Risk Management, Commercial Lending, Financial Modeling, Loans
Education
DePaul University 2007 — 2010
MBA, Strategy, Execution, and Valuation, Graduation with Distinction
Illinois State University 1999 — 2002
Bachelor of Science, Finance, Graduation with Honors
Trader January 2013 - Present
J.P. Morgan 2008 - January 2013
Bear Stearns 2000 - 2008
Education
DePaul University 1993 — 1996
Think NewCo, Leadership for the Long Term November 2014 - Present
Wolverine Asset Management, LLC March 2010 - February 2014
Ketch Capital Management January 2001 - December 2009
LongView International Inc. January 1999 - January 2001
Republic National Bank March 1996 - January 1999
Chemical Bank February 1993 - February 1996
J.P. Morgan September 1990 - February 1993
Skills
FX Options, FX trading, FX Hedging, Interest Rate Risk..., Portfolio Management, Asset Management, Trading, Equities, Market Making, Investment Management
Education
DePaul University 2000 — 2000
Trinity College-Hartford 1986 — 1990
Bachelor's degree, Economics
The London School of Economics 1988 — 1989
Honors, Economics
John Burroughs High School 1981 — 1986
J.P. Morgan April 2010 - Present
Skills
Asset Management, Private Banking
Education
DePaul University
BS, Finance / MIS
J.P. Morgan January 2010 - Present
J P Morgan September 1997 - December 2009
Isoft Inc 1996 - 1997
Skills
DB2, Java, Software Development, Business Analysis, Visio, Banking, Business Intelligence, SQL, Change Management, Requirements Gathering, Software Project..., Investment Banking, Requirements Analysis, Databases, Excel, Access, Vendor Management, Team Leadership, Data Analysis, Problem Solving, Mentoring, Websphere, Customer Relations, Microsoft Office, Analysis, Agile Methodologies, Agile Project Management, Scrum, Kanban, Oracle, Offshore Software..., Selenium, C++, C, Applications Software...
Education
DePaul University 2001 — 2004
MS, Distributed Systems
University of Pune 1992 — 1996
BE, Computer Engineering
J.P. Morgan August 2011 - Present
J.P. Morgan March 2010 - August 2011
Chase 2004 - 2007
Skills
Series 7, Series 63, Series 24, Securities
Education
DePaul University
Bachelor, Business Management
Nielsen Company November 2014 - Present
BMO Harris Bank June 2014 - August 2014
J.P. Morgan July 2012 - March 2014
DealerTrack May 2010 - January 2012
DealerTrack July 2005 - May 2010
Chicago State University March 2005 - May 2005
Chicago State University August 2004 - February 2005
Chicago Public Schools May 2004 - August 2004
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2011
MBA
University of Illinois at Chicago 2003 — 2004
Bachelor of Science
University of Illinois at Urbana-Champaign 1998 — 2002
J.P. Morgan June 2012 - Present
JPMorgan Chase January 2009 - June 2012
JPMorgan Chase May 2007 - December 2008
JPMorgan Chase June 2005 - May 2007
Skills
Cash Management, Treasury Services, Financial Services, Treasury Management, Relationship Management, FX Options, Training, Management, Leadership, Process Improvement, Commercial Banking, Credit, Financial Analysis, Financial Risk, Strategy
Education
Michigan State University 2001 — 2005
Bachelor, Communication Arts and Sciences
DePaul University
Project Management Certificate
Wheels, Inc. February 2014 - Present
Lake Bluff Brewing Company 2010 - Present
J.P. Morgan July 2011 - January 2014
JPMorgan Chase September 2003 - July 2011
JPMorgan Chase June 1999 - September 2003
JPMorgan Chase June 1996 - June 1999
Skills
Treasury Management, Investment Banking, Capital Markets, Securitization, Structured Finance, Loans, Fixed Income, Investments, Cash Management, Finance, Trading, Mergers & Acquisitions, Credit, Structured Products, Mutual Funds, Securities, Risk Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2003
MBA, Economics
University of Arkansas 1988 — 1992
BSBA, Marketing Management
J.P. Morgan April 2011 - Present
J.P. Morgan 2008 - 2011
JPMorgan Chase 2007 - 2008
JPMorgan Chase 2004 - 2008
Lincoln Financial Advisors 2003 - 2004
Lincoln Financial Advisors 2002 - 2003
TD Ameritrade 2000 - 2001
Skills
Mutual Funds, Investments, Series 63, Asset Management, Equities, Financial Services, Banking, Credit, Series 7, Financial Planning, Asset Allocation, Employee Training, Personal Finance, Retirement Planning, Wealth Management..., Series 24
Education
DePaul University
BS, Finance
J.P. Morgan March 2015 - Present
J.P. Morgan February 2014 - March 2015
J.P. Morgan June 2013 - January 2014
JPMorgan Chase June 2011 - May 2013
JPMorgan Chase June 2010 - June 2011
UBS Financial Services, Inc. November 2009 - January 2010
Chicago Mercantile Exchange June 2008 - July 2008
Skills
Excel, Hyperion Essbase, Costing Analysis, PowerPoint, Financial Analysis, Financial Reporting, Word, Outlook, SAP, Microsoft Excel, Microsoft Word, Essbase, Asset Management, Financial Modeling, Management
Education
DePaul University 2007 — 2011
B.S. in Finance, Finance Honors, Accounting
J.P. Morgan 2007 - Present
Fidelity Information Services April 1998 - July 2007
Fidelity National Information Services 1998 - 2007
Harris Bank 1998 - 2001
Walgreens 1995 - 1995
Skills
SDLC, Business Analysis, Vendor Management, Requirements Analysis, Management, Software Project..., Process Improvement, Requirements Gathering, Project Management, Visio
Education
DePaul University 1983 — 1983
Certificate in Information Technology, Information Technology
Loyola University Chicago 1976 — 1981
BS, Biology
Bank of America August 2012 - Present
J.P. Morgan May 2010 - August 2012
Bank of America August 1997 - May 2010
Skills
Project Management..., Provision Process..., Business Process..., Data Modeling, Project Dashboard,..., Business, Functional,..., Languages: J2SE, J2EE,..., Operating Systems:..., Platforms: Windows,..., Web Servers: Sun One,..., Databases: Oracle, DB2,..., Change Management..., Microsoft Office, Microsoft Visio, Microsoft Visual Studio, Sharepoint, JIRA, Enterprise Quality..., Websphere Studio, Eclipse, DB2 Visualizer, Oracle Client, Sybase Client, Websphere, IBM iSeries, Visio, Sybase, Requirements Gathering, SharePoint, Back Office, Middle Office, Business Process Design
Education
DePaul University
BS and MS, E-Commerce Technology
Kellogg Graduate School of Management
Project Management Certificate
J.P. Morgan September 2013 - Present
Merrill Lynch July 2012 - August 2013
J.P. Morgan July 2010 - July 2012
JPMorgan May 2009 - March 2010
Merrill Lynch June 2008 - August 2008
Education
DePaul University 2006 — 2010
Palmer Trinity School 1999 — 2006
Colegio Anglo Colombiano 1992 — 1999
Other
J.P. Morgan October 2006 - Present
First Oak Brook Capital Markets May 2003 - October 2006
Banc One Capital Markets January 1999 - May 2003
Skills
Investments, Credit, Capital Markets, Fixed Income Strategies, Trust Services, Foundations, Nonprofits, Portfolio Management, Series 24, Series 52, Series 7, Series 63
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1985
MBA, Finance and Financial Management Services
Illinois Wesleyan University 1979 — 1983
Bachelor's degree, Business, Management, Marketing, and Related Support Services
BMO Financial Group February 2015 - Present
BMO Financial Group August 2014 - February 2015
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas March 2014 - August 2014
J.P. Morgan March 2012 - March 2014
Stafflogix October 2011 - March 2012
Northern Trust October 2008 - April 2010
Northern Trust September 2005 - October 2008
Skills
CRM, Financial Services, Leadership, Management, Program Management, Business Analysis, Project Management, Process Improvement, Relationship Management, Data Analysis, USA PATRIOT Act, Anti Money Laundering, OFAC, Suspicious Activity..., Financial Intelligence, Bank Secrecy Act, Enhanced Due Diligence, Customer Due Diligence, Financial Analysis, Financial Markets, Account Management, Financial Reporting, Program Implementation, Portfolio Management, Requirements Gathering, Capital Markets, Strategy Implementation, Investments, Equities, Strategy, Training, Risk Management, Project Portfolio..., Software Documentation, Time Management, Statistical Data..., Quantitative Research, Quantitative Analytics, Business Process..., Service Implementation, Client Relationship..., Client Interfacing, Volunteering
Education
DePaul University 2012 — 2015
Bachelor of Arts (BA), Finance - Global Business Management
JPMorgan Chase February 2011 - Present
Palladium Equity Partners January 2008 - February 2010
J.P. Morgan 1997 - 2000
Skills
Private Equity, Due Diligence, Mergers, Asset Managment, Financial Analysis, Corporate Finance, Concur, Executive Support, Diary Management, Executive..., Strategic Planning, Calendaring, PeopleSoft, Expense Management, Business Planning, Calendars, Travel Arrangements, Management Consulting, Business Correspondence, Venture Capital, Business Development, Asset Management, Mergers & Acquisitions, Risk Management
Education
DePaul University 2001 — 2003
B.S., Commerce
DePaul University
J.P. Morgan May 2014 - Present
Deutsche Bank August 2010 - Present
Bank of America August 2009 - July 2010
Merrill Lynch May 2009 - August 2009
Banc of America Securities December 2002 - May 2009
J.P. Morgan December 2001 - December 2002
Education
DePaul University 1999 — 2001
Bachelors, Finance
Joliet Junior College 1997 — 1999
Associates
TD Ameritrade December 2013 - Present
JP Morgan 1995 - July 2013
J.P. Morgan March 2000 - March 2008
Skills
Investments, Banking, Risk, Portfolio Management, Capital Markets, Financial Risk, Bonds, Fixed Income, Equities, Asset Management, Mutual Funds, Securities, Wealth Management, Series 7, Asset Allocation, Series 63, Trading
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Entrepreneurship
University of Iowa - Henry B. Tippie College of Business
BBA, Finance
U.S. Bank, Private Client Reserve June 2014 - Present
J.P. Morgan June 1990 - November 2013
Merrill Lynch June 1988 - June 1990
Federal Reserve Bank of Chicago June 1984 - June 1988
Skills
Estate Planning, Wealth Management..., Personal Finance, Investment Management, Financial Advisory, High Net Worth..., Banking, Series 7, Credit, Wealth, Investments, Portfolio Management, Wealth Management, Financial Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Western Illinois University
Bachelor of Science, Finance
U.S. Bank January 2013 - Present
Newedge 2011 - 2013
J.P. Morgan 2010 - 2011
Bank of America 2006 - 2010
Northern Trust Corporation 1996 - 2006
Skills
Capital Markets
Education
DePaul University
Master of Science (M.S.), Computer Systems Networking and Telecommunications
ADP May 2015 - Present
Laura Mercier September 2013 - Present
J.P. Morgan June 2013 - July 2014
Aon Hewitt September 2012 - January 2013
Benefit Express August 2011 - July 2012
Madeira High School January 2008 - April 2009
Mercer HR Services May 2005 - July 2007
Aon Hewitt December 2002 - May 2005
Skills
Training, Leadership, Process Improvement, Program Management, Employee Benefits, Management, Time Management, Microsoft Excel, Testing, Auditing, Benefits Administration, Software Documentation, Outlook, Vendor Management, Access, Data Analysis, Employee Relations, Human Resources, Microsoft Office, Customer Service, Change Management, Coaching, Defined Benefit
Education
Seton Hall University 2006 — 2009
Master of Arts, School Counseling
DePaul University 1998 — 2002
Bachelor of Arts, Communications/Marketing
J.P. Morgan October 2014 - Present
Walmart May 2009 - October 2014
American Academy of Dermatology March 2004 - September 2005
PFIZER, formerly Pharmacia, Searle/Monsanto February 1981 - September 2003
Skills
Software Documentation
Education
DePaul University 1980 — 1984
MS, Computer Programming
Northeastern Illinois University 1977 — 1979
BS, Computer Programming
J.P. Morgan February 2006 - Present
JPMorgan Chase February 2006 - Present
Skills
Banking, Vendor Management, Quality Assurance, Testing, Business Analysis, SDLC, Requirements Analysis, Requirements Gathering, User Acceptance Testing, Visio, Software Project..., PMO, Risk Management, Project Portfolio..., Process Improvement
Education
DePaul University
BA Businsess Management
J.P. Morgan October 2014 - Present
CS Trading February 2011 - September 2014
J.P. Morgan October 2008 - December 2010
Skills
Options, Derivatives, Financial Analysis, Trading Systems, Equities, Electronic Trading, Fixed Income, Trading, Financial Markets, FX Options, Proprietary Trading, Equity Derivatives, Middle Office, Swaps, Back Office
Education
DePaul University
Bachelor's Degree
EY July 2014 - Present
J.P. Morgan January 2012 - June 2014
Federal Home Loan Bank of Chicago July 2009 - August 2011
Education
Fordham University 2011 — 2012
Masters, Economics
DePaul University 2005 — 2009
BS, Finance
US Silica Company February 2015 - Present
ConvergEx RealTick October 2012 - January 2015
Fifth Third Bank April 2011 - October 2012
Fifth Third Bank January 2009 - April 2011
J.P. Morgan July 2006 - October 2008
Skills
Loans, Credit Risk, Banking, Portfolio Management, Financial Analysis, Risk Management, Finance, Financial Risk, Underwriting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Financial Management and Control
DePaul University 2001 — 2005
Bachelor of Science, Finance
J.P. Morgan November 2004 - July 2010
J.P. Morgan November 2001 - October 2004
Salomon Smith Barney January 2001 - October 2001
Salomon Smith Barney May 2000 - December 2000
New York Mercantile Exchange April 1999 - May 2000
Chicago Mercantile Exchange October 1994 - April 1999
Chicago Mercantile Exchange August 1989 - October 1994
Chicago Mercantile Exchange December 1987 - August 1989
Skills
Trading, Hedge Funds
Education
DePaul University
Bachelor of Science, Finance
J.P. Morgan October 2010 - Present
Goldman Sachs January 2006 - September 2010
Skills
Financial Analysis, Equities, Private Equity, Private Banking, Asset Allocation, Hedge Funds, Fixed Income Analysis
Education
DePaul University 2008 — 2010
Master of Business Administration (MBA)
University of Arizona 1997 — 2001
Bachelor of Science (BS), Finance, General
J.P. Morgan February 2015 - Present
American Association of Diabetes Educators March 2013 - November 2014
DePaul University Campus Recreation June 2012 - June 2014
DePaul University Campus Recreation September 2010 - March 2013
DePaul University Campus Recreation March 2011 - September 2012
Budzik & Dynia, LLC April 2012 - July 2012
Century 21 SGR August 2011 - December 2011
LSA Hardware Inc October 2007 - April 2009
Skills
Time Management, Quickbooks, Accounts Receivable, Accounting, Bookkeeping, Accounts Payable, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2014
Master of Accountancy, Accounting
DePaul University 2008 — 2012
Bachelor of Science Degree, Accounting
Charles Schwab June 2015 - Present
Financial Industry Regulatory Authority (FINRA) August 2014 - June 2015
CBOE January 2014 - August 2014
CBOE July 2012 - January 2014
Chicago Board Options Exchange September 2011 - July 2012
J.P. Morgan September 2010 - September 2011
MF Global June 2007 - September 2010
CS Technology February 2006 - June 2007
Skills
Series 7, Equities, Financial Analysis, Bloomberg, Fixed Income, Hedge Funds, Options, Financial Markets, Trading, Series 63, Risk Management, Securities, Mutual Funds, Derivatives, Portfolio Management, Electronic Trading, Investments, Financial Risk, Proprietary Trading, Financial Services, Asset Management, Quantitative Analytics, Insurance, Trading Systems, Credit, Hedging, Banking, Commodity, Bloomberg Terminal, Uniform Combined State..., Loans, Finance, Investment Advisory, Corporate Finance, Credit Risk, Technical Analysis, FINRA, Wealth Management, Capital Markets, Due Diligence, Equity Trading, Mortgage Lending, Financial Modeling, Dodd-Frank, Options Strategies, Life Insurance, Trading Strategies, Investment Strategies, Series 6, Swaps
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2014
MBA, Finance and Strategy, Execution, and Valuation
DePaul University 2004 — 2006
Bachelor of Arts, Political Science
Chicago Transom Partners Co. 2015 - Present
Market Staff Inc January 2013 - May 2014
GKEUROPEAN CONSTRUCTION January 2012 - January 2013
J.P. Morgan November 2010 - April 2012
Skills
Microsoft Excel, SQL, SPSS, Forecasting, Supply Chain Management, QuickBooks, CYMA
Education
Northwestern University 2012 — 2013
Accounting
DePaul University 2005 — 2009
BS, Business Management and Operations
Madison College December 2014 - Present
The William Travis Group December 2013 - December 2014
GDH Consulting - EMC Corporation May 2013 - November 2013
J.P. Morgan January 2013 - April 2013
SunGard Availability Services 2002 - 2012
TTX Company March 1994 - October 2002
Chemical Waste Management - WMX Technologies 1992 - 1994
Elek Tek Inc 1990 - 1992
Skills
Disaster Recovery, Project Management, Strategy, Testing, Analysis, Business Continuity, Quality Management, SDLC, Data Center, Requirements Analysis, Enterprise Architecture, Business Analysis, ITIL, Unix, IT Strategy, Consulting, Business Resumption..., Databases, Process Improvement, Enterprise Software
Education
DePaul University 1995 — 1995
Computer Career Program Graduate, Computer Science
University of Central Arkansas 1984 — 1987
Music Performance, General
Accenture July 2015 - Present
Wells Fargo October 2014 - February 2015
Deutsche Bank February 2014 - June 2014
AIG October 2013 - February 2014
J.P. Morgan 2002 - 2012
Credit Suisse 2000 - 2003
UBS 1994 - 1999
Skills
Market Risk, Derivatives, Capital Markets, Fixed Income, Risk Management, Hedge Funds, Equities, Portfolio Management, Finance, Equity Derivatives, Stress, Team Leadership, Investment Banking, Banking, Financial Risk, Credit Risk, Trading, Capital, Regulatory Requirements, Regulatory Submissions, Emerging Markets, Prime Brokerage, FX Options
Education
DePaul University 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Economics
University of Illinois at Chicago 1989 — 1991
Associate's Degree, Economics
J.P. Morgan February 2012 - Present
J.P. Morgan September 2005 - January 2012
Re:Sources June 2004 - September 2005
Education
DePaul University 2000 — 2004
Bachelor of Science (B.S.), Computer Science