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
Thom's Market February 2015 - Present
Austin Community College August 2014 - Present
Nordstrom July 2013 - November 2013
J.P. Morgan April 2013 - June 2013
US Army May 2006 - 2012
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Southwestern University 2015 — 2017
Bachelor of Arts (B.A.), Business
Austin Community College 2013 — 2017
B, Business/Commerce, General
DeVry University 2000 — 2002
Computer and Information Systems Security/Information Assurance
J.P. Morgan January 2015 - Present
Academic Approach October 2014 - Present
Cook County Public Defender May 2013 - May 2014
Illinois Criminal Justice Information Authority May 2012 - August 2012
Purdue University January 2009 - January 2011
National Association of State Departments of Agriculture June 2010 - July 2010
Education
DePaul University College of Law 2011 — 2014
Juris Doctor, Public Interest Law Certificate
Purdue University 2008 — 2011
Bachelor of Science, Biochemistry, Biological Sciences
Lincoln Park High School 2002 — 2006
International Baccalaureate (IB) Diploma, HL Chemistry and HL History
J.P. Morgan July 2013 - Present
J.P. Morgan July 2011 - July 2013
Education
Drew University 2007 — 2011
Bachelor of Arts (B.A.), Business/Managerial Economics
Apple November 2014 - Present
J.P. Morgan July 2012 - February 2014
Blue Ocean Capital Partners, LLC June 2010 - September 2010
Alcatel-Lucent July 2009 - September 2009
Skills
Java, Clojure, Data Analysis, Python, Business Analysis, Ruby, Agile Methodologies, Financial Markets, Perl, Financial Analysis, Due Diligence
Education
Drew University 2009 — 2012
Bachelor of Arts (B.A.), Economics
J.P. Morgan May 2013 - June 2014
EP ENERGY 1997 - 2012
Laredo National Bank 1995 - 1997
Software AG 1990 - 1995
Skills
Leadership, Oracle, Databases, Database Design, SSIS, SQL, Microsoft SQL Server, Data Warehousing, SSRS, T-SQL, SharePoint, Technical Support, SDLC, Integration, Business Process, Business Analysis, Disaster Recovery, IT Management, Business Intelligence
Education
DeVry University 1981 — 1984
BS, Computer Science for Business, Computer Science for Business
William Blair & Company November 2011 - Present
New York Life & MainStay Investments January 2011 - August 2011
J.P. Morgan November 2005 - December 2010
AllianceBernstein September 1990 - November 2005
Skills
Series 7, Mutual Funds, Alternative Investments, Investments, Series 63, Asset Management, Investment Management, Asset Allocation, Wealth Management, Equities, Business Development, Management, Strategy
Education
Loyola University 1986 — 1990
Bachelor of Arts (B.A.), English and History, minor in business
Dowling College
Master's degree, Banking, Corporate, Finance, and Securities Law
BMO Harris Bank March 2015 - Present
J.P. Morgan July 2010 - February 2015
Leslie Hindman Auctioneers October 2003 - July 2010
Citigroup 1999 - 2003
Navigant Consulting 1998 - 1999
Skills
Asset Management, Financial Planning, Wealth Management, Credit, Banking, Asset Managment, Series 7, Mutual Funds, Investments, Private Banking, Asset Allocation, Relationship Management, Equities, Market Knowledge, Communication Skills, Dependable Team Player, Strategic Financial...
Education
DePauw University 1993 — 1997
Bachelor of Arts (B.A.), English Literature / Economics minor
SunGard Investran November 2013 - Present
J.P. Morgan October 2006 - November 2013
Morgan Stanley Real Estate Funds 2004 - 2006
Northport Partnership Management 2002 - 2004
Deloitte & Touche 1997 - 2002
Skills
Alternative Investments, Private Equity, Hedge Funds, Alternative Assets, Securities Lending, Venture Capital, Strategic Planning, Fund Of Funds, Equities, Project Management, Derivatives, Fixed Income, Middle Office, Financial Modeling, Investment Banking, Fund Administration, Valuation, Mutual Funds, Fund Accounting, Prime Brokerage, Financial Services, Global Custody, Investment Management, Capital Markets, Asset Management, Bloomberg, Securities, Investor Relations, Financial Markets, Portfolio Management
Education
Dickinson College 1993 — 1997
Bachelor's degree, Political Science
NHS
J.P. Morgan December 2014 - Present
Bank of America April 2013 - December 2014
Bank of America May 2011 - December 2012
Countrywide Financial September 2006 - May 2011
J.P. Morgan May 2006 - September 2006
1st National Bank of Arizona August 2004 - May 2006
J.P. Morgan November 2002 - August 2004
J.P. Morgan January 2001 - November 2002
J.P. Morgan October 1998 - January 2001
J.P. Morgan June 1997 - October 1998
Skills
SQL, MS Access,..., Data Analysis, Microsoft SQL Server, Forecasting, Banking, Analytics, Finance, Business Process, Leadership, SQL, Budgets, Call Centers, Integration, Management, Quality Assurance, Databases, Process Improvement, Business Analysis, Credit, Variance Analysis, Portfolio Management, Financial Risk, Vendor Management
Education
Dowling College 1991 — 1993
Bachelor of Arts (BA), Finance
Farmingdale State University of New York 1989 — 1991
Associate's degree, Finance
Kiewit June 2015 - Present
Accounting Principals November 2014 - June 2015
Randstad September 2014 - November 2014
Onin staffing May 2014 - September 2014
Walmart February 2014 - May 2014
Amazon September 2013 - January 2014
Walmart November 2012 - August 2013
Kisabeth custom Furniture manufacture February 2008 - October 2008
J.P. Morgan September 2006 - February 2007
Star Bank of Texas June 2005 - December 2005
Skills
Word, Excel, Internet Explorer, Accounting, Microsoft Office, Copying, Accounts Payable, Financial Analysis, Sales, Spreadsheets, Banking, Invoicing, Financial Reporting, Account Reconciliation, Inventory Management, Team Building, Public Speaking, Social Networking, 10 Key, Team Leadership, Office Management, Analysis, Accounts Receivable, Time Management, Retail, Administrative..., PowerPoint, Finance, Outlook, Leadership, Data Entry, Teamwork, Bookkeeping, Customer Service, Cash Flow, QuickBooks, Payroll, Management, Access, Process Improvement, Data Analysis, Research, Forecasting, Non-profits, Strategic Planning, Project Planning, Process Scheduler, Event Planning, Budgets, Inventory Control
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Master's degree, Accounting and Finance
DeVry University 2007 — 2010
Bachelors of Science degree, Technical Management:Accounting
Tarrant County College
Associates Degree, Liberal Arts
The University of Texas at Arlington 2002 — 2004
Business/Commerce, General
Platinum Construction/Board Up Services January 2014 - June 2015
J.P. Morgan October 2012 - December 2013
HSBC January 2009 - January 2011
HSBC January 2005 - January 2009
HSBC January 2002 - January 2005
HSBC January 2000 - January 2002
Skills
Loss Mitigation, Finance, Negotiation, Credit, Investments, Financial Analysis, Real Estate, REO, Customer Service, Management, Mortgage Underwriting, Compliance, Account Management, Business Strategy, Small Business, Property Management, Due Diligence, Banking, Risk Management, Loans, Leadership, Analysis, Mortgage Lending
Education
Roosevelt University 2011 — 2012
Master of Business Administration (MBA), Business Administration, Graduate
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2006
Bachelor's degree, Business Administration and Management, General
Vivi Jewelry August 2015 - Present
Fine Artist January 2013 - Present
TD April 2008 - March 2012
J.P. Morgan June 2007 - April 2008
Wells Fargo December 2005 - May 2007
Regions Financial Corporation May 2003 - August 2005
Banco Popular North America September 2000 - May 2002
Bank of America September 1977 - August 1999
Skills
Commercial Lending, Banking, Cash Management, Deposits, Treasury Services, Small Business Lending, Commercial Banking, Loans, Credit Analysis, Credit, Treasury Management, Retail Banking, Consumer Lending, Underwriting, Portfolio Management, Credit Risk, Wealth Management, Commercial Mortgages, Mortgage Lending, Cross Selling, Financial Analysis, Relationship Management, Sales, Business Development, Management, Loan Origination, Small Business, Lines Of Credit, Training, Risk Management
Education
Dominican University 1990 — 1994
BS, Business Administration
Crealde School of Art 2009 — 2010
Oil Painting, Drawing
St. Mary of the Lake Seminary 1999 — 2001
AA, Deaconate Training, Theology, Church Law
Immaculata High School 1972 — 1976
High School Diploma, College Prep
BNY Mellon May 2013 - Present
Northern Trust November 2010 - April 2013
Wilmington Trust June 2007 - November 2010
Tiedemann Wealth Management February 2004 - June 2007
J.P. Morgan June 1997 - August 2000
Skills
Wealth Management, Wealth Management..., High Net Worth..., Trust Services, Asset Allocation, Estate Planning, Investment Advisory, Investment Strategies, Strategic Financial..., Investments, Trusts, Asset Protection, Private Equity, Wealth, Family Office, Private Banking, Investment Management, Financial Planning, Asset Management
Education
Widener University School of Law 2000 — 2003
Juris Doctorate
Dickinson College 1993 — 1997
Bachelor of Arts (B.A.), International Studies and Italian Studies
Archmere Academy 1989 — 1993
High School, College/University Preparatory
J.P. Morgan July 2014 - Present
DePaul University September 2011 - July 2014
Scoutware, LLC October 2009 - September 2011
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Banking, Investment Analysis
Elon University - Martha and Spencer Love School of Business 2005 — 2009
Bachelor of Science (B.S.), Business Administration, Concentration Marketing, Professional Selling and Sales Management
University of St. Andrews 2008 — 2008
Semester Abroad, International Business
J.P. Morgan February 1992 - Present
Skills
Organizational..., Iso 9000, Software Deployment, Technical Leadership, Team Management, Problem Management, Business Analysis
Education
DeVry University-Ohio 1983 — 1986
Bachelor's degree, Computer and Information Science
J.P. Morgan August 2015 - Present
Macquarie Group August 2010 - October 2014
Skills
Microsoft Excel, Investments, Microsoft Office, Financial Analysis, Equities, Capital Markets, Financial Modeling, PowerPoint, Event Planning, Research, Series 7, series 63
Education
Drew University 2005 — 2009
Psych
J.P. Morgan July 2014 - Present
Western Reserve Partners LLC January 2014 - January 2014
Fund Evaluation Group July 2013 - August 2013
Fanatics, Inc. January 2013 - June 2013
Baldwin & Lyons, Inc. May 2011 - August 2012
Finish Line May 2009 - August 2010
Skills
Microsoft Excel, Sales, Management, Financial Analysis, Insurance, Microsoft Word, Financial Accounting, Managerial Finance, Public Speaking, PowerPoint, Business Strategy, M&A analysis, Economics
Education
DePauw University 2010 — 2014
Bachelor's Degree, Economics, cum laude
Hamilton Southeastern High School 2006 — 2010
Academic Honors Diploma
J.P. Morgan January 2014 - Present
JPMorgan Chase March 2013 - December 2013
Barclays Capital April 2012 - September 2012
Merrill Lynch March 2011 - October 2011
Morgan Stanley Smith Barney July 2010 - December 2010
UBS Investment Bank April 2008 - August 2009
Deutsche Bank January 2006 - October 2007
MortgageIT October 2004 - December 2005
Skills
Financial Services, Investment Banking, Capital Markets, Fixed Income, Banking, Business Process, Risk Management, Project Management, Due Diligence, Mortgage Lending, Business Development, PMO Development, Finance, Asset Management, Business Analysis, Asset Managment, Loans, PMO, Management, Mergers & Acquisitions, Leadership
Education
Dowling College 2004 — 2006
MBA, Corporate Banking & Financee
Pace University 1995 — 1999
BA, Political Science & International Marketing
J.P. Morgan November 2014 - Present
Dominican Sisters of Peace October 2011 - April 2013
The Ohio State University December 2008 - October 2011
HelsmBriscoe April 2007 - December 2008
Pomona Fundraising January 2008 - November 2008
Nationwide Insurance March 2003 - August 2007
Victoria's Secret May 2001 - August 2003
Bank One April 1998 - May 2000
Skills
Marketing, Advertising, Budgets, Sales, Project Management, E-commerce, Retail, Blogging, WordPress, Editing, Business Planning, Contract Management, Small Business, Social Media, Public Speaking, Event Management, Finance, Microsoft Office, Databases, Social Networking, Leadership, Microsoft Excel, Nonprofits, Photoshop, Outlook, Training, Photography, Loans, Data Analysis, Hospitality, Email Marketing, Customer Service, Fundraising, Public Relations, Strategic Planning, Team Building, Account Management, PowerPoint, Time Management, Access, Event Planning, Management, Marketing Strategy, Analysis, Newsletters, Social Media Marketing, Microsoft Word, New Business Development, Program Management, Marketing Communications
Education
DeVry University 2003 — 2009
Bachelor of Science (B.S.), Digital Communication and Media/Multimedia
J.P. Morgan September 2014 - Present
Brown Brothers Harriman March 2014 - August 2014
Brown Brothers Harriman January 2011 - March 2014
Brown Brothers Harriman March 2007 - January 2011
State Street July 2006 - March 2007
Skills
Global Custody, Mutual Funds, Securities, Fixed Income, Equities, Fund Accounting, Hedge Funds, Bloomberg Terminal, Financial Services, Alternative Investments, Derivatives
Education
Northeastern University 2010 — 2013
MBA, International Business, Beta Gamma Sigma
Dickinson College 2002 — 2006
Bachelor of Arts, International Business & Management
J.P. Morgan January 2001 - Present
Skills
Treasury Services, Cash Management, Investments, Sales Management, International Sales, Relationship Management, Banking, Financial Services, Portfolio Management, Treasury Management, Capital Markets, Commercial Banking, Credit, Corporate Finance, Finance, Financial Analysis, Financial Modeling, Payments, Risk Management
Education
Dowling College 1995 — 1997
Master of Business Administration (MBA), International Banking & Finance
SUNY Oneonta 1990 — 1994
Bachelor of Science (BS), Business/Managerial Economics
Optimedia US August 2015 - Present
J.P. Morgan March 2015 - July 2015
The Parish of St Patrick August 2007 - August 2014
Incorporated Village of Brightwaters June 2010 - June 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, Research, Social Media, Leadership, English, Team Leadership, Time Management, Event Planning, Financial Analysis, Windows, Management, Marketing, Accounting, Communication, Community Outreach, Dependable Team Player, Highly Reliable, Social Media Marketing, Facebook, Budgets
Education
Dowling College 2010 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Dowling College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
J.P. Morgan January 2015 - Present
JPMorgan Chase & Co. October 2014 - December 2014
JPMorgan Chase May 2013 - October 2014
JPMorgan Chase April 2013 - May 2013
JPMorgan Chase September 2012 - March 2013
JPMorgan Chase September 2011 - June 2012
JP Morgan Chase March 2011 - September 2011
Philadelphia Eagles April 2010 - August 2011
Drexel Athletics Department September 2009 - August 2010
Reger Rizzo & Darnall LLP April 2010 - May 2010
Education
Drexel University 2008 — 2013
Bachelor of Science (B.S.)
University of Pennsylvania - The Wharton School 2013 — 2013
Foundation for International Education - London, England 2012 — 2012
Study Abroad
Ecole Superiere de Commerce Exterieur (ESCE) - Paris, France 2012 — 2012
Study Abroad
Foundation for International Education - London, England, UK 2011 — 2011
Study Abroad
American University of Rome 2010 — 2010
Study Abroad
Tribune Media November 2013 - Present
Empirical Media September 2012 - October 2013
Remember.com and Dreamt.It June 2011 - August 2012
ZelnickMedia/ZM Capital July 2006 - June 2009
J.P. Morgan June 2004 - June 2006
The DePauw May 2003 - June 2004
Anderson Herald-Bulletin May 2003 - August 2003
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA
DePauw University 2000 — 2004
BA
J.P. Morgan 2000 - Present
JPMorgan Chase 1998 - 2000
JPMorgan Chase 1982 - 1998
Skills
Investment Banking, Financial Analysis, Financial Modeling, Bloomberg, Hedge Funds, Capital Markets, Derivatives, Financial Services, Mergers & Acquisitions, Portfolio Management, Marketing, Financial Risk, Risk Management, Oil & Gas Industry, Metals & Mining Industry, Global Commodities, Managed Special Credits, Sovereigns, Power & Utilities, Project Finance, Commodity
Education
NYU Stern School of Business
MBA, International Business and Finance
Dickinson College
BA, Economics and English
Durham University
IES Study Abroad, Economics & English
J.P. Morgan May 2014 - Present
J.P. Morgan April 2013 - May 2014
JPMorgan Chase & Co. April 2012 - September 2012
Ballard Spahr LLP March 2011 - September 2011
Skills
PowerPoint, Microsoft Excel, Marketing, Microsoft Office, Budget Monitoring, Financial Reporting, Data Analysis, Microsoft Word, Access, Financial Analysis, Management
Education
Drexel University 2009 — 2014
Bachelor of Science in Business Administration, Finance and Marketing
Northeast High School 2005 — 2009
Diploma
sOta LLC September 2013 - November 2014
ISI Group August 2012 - February 2013
Noesis LLC January 2007 - June 2012
The Rohatyn Group, L.P, New York January 2008 - September 2010
Standard & Poor's, New York November 2006 - November 2007
J.P. Morgan June 2005 - November 2006
Citigroup, New York January 2004 - April 2005
Skills
Valuation, Technical Analysis, Macroeconomics, Geopolitics, History, Philosophy, Technology, Equities, Derivatives, Hedge Funds, Fixed Income, Equity Research, Portfolio Management, Investments, Investment Banking, Commodity
Education
University of Oxford 2010 — 2011
MBA, Finance - Investment Mgmt focus
University of Pittsburgh 2001 — 2003
M.S, Telecom
Doctor Babasaheb Ambedkar Marathwada University 1995 — 1999
B.E., Electrical Engineering
J.P. Morgan September 2013 - Present
Aflac November 2011 - May 2013
Marine Corps, Air Force and Navy January 1999 - October 2009
DART (Dallas Area Rapid Transit) May 2002 - December 2006
Skills
Accounting, Management, Mergers & Acquisitions, Leadership, Due Diligence, Management Accounting, Underwriting, Health Insurance, Insurance, Life Insurance, Employee Benefits, Financial Analysis, Financial Accounting, Security Analysis, Budgets
Education
Keller Graduate School of Management 2010 — 2011
Master, Accounting and Financial Management
Keller Graduate School of Management 2010 — 2011
Graduate Certificate, Financial Analysis
DeVry University 2000 — 2004
Bachelor of Science, Technical Management
DeVry University 2000 — 2002
Associate of Applied Science, Electronics and Computer Technology
J.P. Morgan Asset Management April 2014 - Present
J.P. Morgan April 2014 - Present
DMi Partners April 2013 - April 2014
TelAmerica Media January 2013 - April 2013
Resource America. Inc. March 2011 - March 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Teamwork, Research, Social Media, Customer Service, Public Speaking, English, Event Planning, Social Networking, Leadership, Data Entry, HTML, Windows, Time Management, Photoshop, Java, Valuation, Appraisals, SQL, Real Estate, Asset Management, Social Media Marketing, LEED Green Associate
Education
Drexel University 2008 — 2013
Bachelor of Science (B.S.), Economics
Pocono
International Monetary Fund April 2015 - Present
J.P. Morgan July 2014 - April 2015
Australian Stock Report May 2013 - September 2013
Morgan Stanley March 2012 - September 2012
JPMorgan Chase June 2011 - September 2011
JPMorgan Chase March 2011 - May 2011
Drexel University Office of Undergraduate Admissions October 2009 - March 2011
Skills
Finance, Microsoft Excel, Microsoft Office, Accounting, Analysis, Economics, Data Analysis, Research, Time Management, Management, Microsoft Word, Financial Analysis, Account Reconciliation, Spreadsheets, Teamwork, Fixed Income, Investment Banking, Analytics, C++, Python, SAS programming
Education
Drexel University 2009 — 2014
BS Economics, BA Mathematics, 3.7
Alliance High School - Kenya 2004 — 2007
High School Diploma
J.P. Morgan August 2015 - Present
FMC Corporation April 2014 - September 2014
Drexel University's LeBow College of Business January 2013 - March 2013
Stafford Garments (Private) LTD. June 2012 - September 2012
Sigiri Weaving Mills (Private) LTD. June 2011 - September 2011
Skills
Advertising, Marketing, Market Research, Social Media Marketing, Social Networking, Public Speaking, Microsoft Word, Microsoft Excel, Strategic Planning, Microsoft Office, Leadership, Time Management, Marketing Communications, Public Relations, Marketing Strategy, Forecasting, Event Planning, Event Management, Online Marketing, Data Analysis, International Logistics, PowerPoint, Customer Service
Education
Drexel University 2011 — 2015
Bachelor's Degree, Finance, Marketing and International Business, Senior
Asian International School 1994 — 2010
High School Diploma
J.P. Morgan April 2013 - Present
Education
Dickinson College
BA
Fordham University - Graduate School of Business Administration
MBA
Sonnenblick-Eichner Company December 2013 - Present
TD Consulting December 2011 - December 2014
Consultant, Lever Capital Partners December 2012 - December 2013
HFF 2007 - 2012
J.P. Morgan 2005 - 2007
Bank of the West 2001 - 2005
Countrywide 1998 - 2001
Skills
Commercial Real Estate, Real Estate Due..., Investment Valuation, Deal Sourcing, Closing Deals, Deal Execution, Capital Budgeting, Real Estate Transactions, Real Estate Private..., Real Estate Financing, Structured Finance, Real Estate Lending, Asset Managment, Portfolio Management, Construction Loans, Business Development, Client Development, Contract Negotiation, Underwriting, Distressed Debt, Lease Audit, Leasehold, Strategic Planning, Disposition, Asset Management, Leases, Loans, Real Estate Economics, Deal Closure, Real Estate Development, Corporate Finance, Joint Ventures, Credit, Equities, Valuation, Debt Restructuring, Real Estate
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1988 — 1990
MBA, Finance
J.P. Morgan May 2013 - Present
Booz Allen Hamilton June 2009 - May 2013
AdvantageMS January 2009 - June 2009
Education
Dickinson College 2004 — 2008
AT&T August 2015 - Present
Booz Allen Hamilton October 2011 - August 2015
Radiant Systems April 2010 - March 2011
RelayHealth March 2009 - February 2010
J.P. Morgan August 2004 - February 2009
JP Morgan July 2004 - August 2008
Goodroe Healthcare Solutions March 2003 - June 2004
VHA 2002 - 2003
Skills
SSIS, Microsoft Excel, Business Intelligence, Data Warehousing, SQL, Windows Server, Databases, Microsoft SQL Server, Training, Software Development, Requirements Analysis, Access, Crystal Reports, Management, .NET, T-SQL, Microsoft Office
Education
Keller Graduate School 2009 — 2010
Masters Degree, Information Systems Management; Database Administration and Health Care Information Management
DeVry University 1996 — 1999
Bachelors, Computer Science
J.P. Morgan September 2014 - Present
J.P. Morgan August 2013 - Present
J.P. Morgan November 2011 - August 2013
J.P. Morgan July 2009 - November 2011
UBS Investment Bank February 2008 - May 2008
UBS Investment Bank August 2005 - May 2008
UBS Investment Bank February 2005 - August 2005
UBS Investment Bank March 2004 - February 2005
UBS Investment Bank January 2002 - March 2004
Skills
Recruiting, Human Resources, College Recruiting, Talent Management, Investment Banking, Onboarding, Applicant Tracking..., Interviews, Career Development, Training, Performance Management
Education
Dickinson College 1997 — 2001
BA, American Studies
Independent March 2011 - Present
Children's Museum in Oak Lawn 2011 - Present
Heartland Payment Systems May 2013 - April 2014
J.P. Morgan November 2009 - May 2013
Chase Auto Finance September 2005 - March 2007
The Chase Manhattan Bank November 2002 - April 2003
Chase Auto Finance January 2003 - January 2003
Chase Auto Finance August 1999 - November 2002
Premier Auto Finance June 1997 - June 1999
Skills
Credit, Strategy, Strategic Leadership, Business Strategy, Management, Finance, Budget Monitoring, Business Analysis, Business Development, Sales, Financial Services, Customer Service, Risk Management, Forecasting, Start-ups, Project Coordination, Problem Solving, Business Planning, Change Management, Microsoft Excel, Entrepreneurship, Nonprofits, Strategic Planning, Project Management, SWOT analysis, Analysis, Loans
Education
DeVry University
Microtrain Technologies
Project and Software Certificates, Business Analysis, Project Management, Microsoft Project and Six Sigma
Barclays Investment Bank February 2015 - Present
Morgan Stanley April 2014 - February 2015
J.P. Morgan July 2013 - April 2014
Draeger September 2011 - March 2012
Drexel Business Services September 2010 - March 2011
Skills
Microsoft Excel, Budgets, Finance, Access, Microsoft Office, Accounting, SAP, PowerPoint, Account Reconciliation, Financial Analysis, Teamwork, Outlook, Microsoft Word, Analysis, Auditing, Time Management, Leadership, Data Analysis, Risk Management, Bloomberg Terminal, Marketing, Customer Service, Project Management, Research, Public Speaking, Photoshop, Process Improvement, Financial Modeling, Forecasting, Business Analysis, Corporate Finance, Strategic Planning, Market Research, Financial Reporting, Event Planning, Variance Analysis, Sarbanes-Oxley Act, General Ledger, Financial Accounting, Internal Controls, Economics, Invoicing
Education
Drexel University 2009 — 2013
BSBA, Finance and Legal Studies
J.P. Morgan January 2015 - Present
Education
Drew University 2007 — 2010
B.A.
DataSpace Advisors January 2015 - Present
DataSpace (Russia) April 2014 - Present
DataSpace (Moscow, Russia) 2008 - December 2014
American Chamber of Commerce in Russia 2011 - 2013
DataSpace Advisors 2004 - 2008
J.P. Morgan 2000 - 2004
JDHP 1998 - 2000
Belcom Group 1995 - 1997
Skills
Data Center, Co-location, Real Estate Development, Information Technology, Information Technology..., CEOs, Telecommunications, Investment Strategies, Business Analysis, New Business Development, Business Intelligence, Data Warehousing, Infrastructure, IT Strategy, IT Operations, Professional Services, Cloud Computing, Management, Outsourcing, Strategy, Project Management, Start-ups, Business Development, Business Strategy
Education
Diablo Valley College
Gordon College
J.P. Morgan January 2014 - Present
J.P. Morgan January 2012 - January 2014
J.P. Morgan March 2010 - January 2012
Tech Mahindra November 2009 - March 2010
HCL Technologies September 2005 - October 2009
Skills
Java Enterprise Edition, Core Java, PL/SQL, Spring, Agile Methodologies, Databases, Java, Requirements Analysis, Oracle, Spring Framework, Hibernate, JMS, J2EE
Education
Devi Ahilya Vishwavidyalaya 2001 — 2005
Bachelor of Engineering, Telecommunications
Kiddy's Corner HS School 1999 — 2000
12th, 75%
Target 2013 - 2015
Year Up 2010 - 2012
United Negro College Fund 2009 - 2010
J.P. Morgan 2002 - 2007
Skills
Financial Accounting, General Management, Strategic Planning, Client Management, People Development, Valuation, Financial Modeling
Education
Harvard Business School 2007 — 2009
MBA
Dillard University 1998 — 2002
Bachelor, Economics & Finance
Fidelity Investments December 2012 - Present
Fidelity Investments November 2010 - December 2012
Columbia Management November 2006 - May 2010
UBS Global Asset Management 2006 - October 2006
J.P. Morgan September 2004 - December 2005
DWS Investments January 2000 - September 2004
Skills
401k, Defined Benefit, Retirement Planning, Series 63, Series 7, Series 6, Series 65, Qualified Retirement..., Mutual Funds, Defined Contribution, Investments
Education
Drake University 1996 — 2000
B.S.B.A. Degree, International Business, Finance, Economics
Waubonsie Valley High School 1994 — 1996
Diploma, Business focus
J.P. Morgan October 2011 - Present
GreensLedge Group LLC May 2009 - October 2011
JP Morgan March 2007 - May 2009
Citigroup Global Markets Inc. 2003 - 2007
Assured Guaranty 2002 - 2004
Winterthur International 2000 - 2001
Arthur Andersen LLP 1998 - 1999
Skills
Credit, Structured Finance, Fixed Income, Capital Markets, Structured Products, Hedge Funds, Financial Structuring, Derivatives, Investment Banking, Portfolio Management, Asset Management, Financial Modeling, Equities, Securities, Valuation, Bonds, Leveraged Finance, Bloomberg, Investments, Strategy
Education
Dickinson College 1989 — 1993
B.A., English and Mathematics
Wilson High School 1985 — 1989
HS Diploma
Lower Merion
AVID Multimedia Group July 2012 - Present
OASIS Family Life Church January 2012 - July 2012
Lady Dragonfly Publishing & Design November 2008 - January 2012
JPMorgan Chase July 2007 - November 2008
J.P. Morgan November 2006 - July 2007
Skills
Web Development, Marketing Strategy, Books, Editing, CMS, Logo Design, Graphic Design, Video Editing, Microsoft Excel, Copy Editing, Publishing, Entertainment, Video Production, Marketing
Education
DeVry University-Georgia 2010 — 2013
Multimedia Design and Development, Business, Management, Marketing, and Related Support Services
Northwood University-Florida 1998 — 2001
Bachelor of Arts (B.A.), Banking/Finance
Confidential (Investment Banking - Human Resources) January 2015 - Present
Confidential - IB Global Technology 2013 - 2014
Carlisle Consulting Services 2011 - 2013
Tephra Inc 2008 - 2011
Credit Suisse 2005 - 2008
JP Morgan 2005 - 2005
Computer Associates, Inc 2005 - 2005
J.P. Morgan 2003 - 2004
Motorola Mobility 1998 - 2001
Bell Laboratories 1997 - 1998
Skills
Talent Management, Recruiting, Business Analysis, Management, Executive Search, Strategy, Human Resources, Project Management, SDLC, Process Improvement, Technical Recruiting, Consulting, Internet Recruiting, Talent Acquisition, Contract Recruitment, Executive Management, Business Strategy, Leadership, Sourcing, Vendor Management, Business Development, Benefits Negotiation, Applicant Tracking..., HRIS, ERP, Screening, Leadership Development, Staffing Services, Human Capital, Resource Management, Onboarding, Hiring, Interviews, Employee Relations, Executive Reporting, Staff Augmentation, College Recruiting, Personnel Management, Permanent Placement, Account Management, Performance Management, Deferred Compensation, Full-cycle Recruiting, Taleo Implementation, Project Implementation, Innovative Thinking, Sourcing & Procurement, Employee Engagement, IT Recruitment, Project Cost Control
Education
Villanova University 2011 — 2012
MS, Human Resources Development
DeVry University 2001 — 2004
BSBA, Business Administration, concentrating in Project Management
Kaizen Technologies Inc. - A Certified PMI School
PMP Certification for Professional Continuing Education (2014-2015), Project Management Program (PMP)
Afirmon, LLC June 2012 - Present
Conigent July 2011 - July 2012
CRM Manager March 2010 - June 2011
Thomson Reuters September 2007 - March 2010
Independent Consultant June 2006 - September 2007
LiveProcess December 2003 - June 2006
GVOX January 1996 - December 2003
Philadelphia Business Journal October 1992 - December 1995
Philadelphia Fitness Club October 1990 - October 1992
J.P. Morgan March 1989 - June 1990
Skills
Information Technology, Requirements Analysis, Functional..., Press Releases, Newsletters, Salesforce.com, SaaS, Business Analysis, Cloud Computing, CRM, Marketing Automation, Enterprise Software, Requirements Gathering, Business Process, Consulting, Project Management, Lead Generation, Business Development, Marketing, Management, Product Management, Sales
Education
Drexel University 1983 — 1988
B.S., Business Administration, Economics
Xyterra Computing 2000 - 2002
Nortel Networks 1996 - 2000
J.P. Morgan 1973 - 1996
The Seven Hills School September 1968 - June 1971
Skills
Financial Analysis, Business Development, Business Strategy, Investments, Corporate Finance, Strategic Planning, Due Diligence, Mergers & Acquisitions, Portfolio Management, Financial Modeling, Venture Capital, Private Equity, Executive Management
Education
Kellogg Graduate School of Management 1971 — 1973
Master of Business Administration (MBA), Finance and Marketing, 3.95
DePauw University 1963 — 1967
Bachelor's degree
Withrow High School
Goldman Sachs September 2013 - Present
J.P. Morgan July 2013 - August 2013
Public Financial Management PFM Asset Management February 2013 - July 2013
Interactive Data May 2012 - August 2012
Dickinson College August 2011 - May 2012
Liddle & Robinson, L.L.P. May 2011 - July 2011
Dickinson College August 2009 - May 2011
Camps Kenwood & Evergreen June 2010 - August 2010
Skills
Economics, Finance, Marketing, Public Speaking, Research, Microsoft Office, Social Media, Financial Analysis, Teamwork, Accounting, Italian, Team Leadership, PowerPoint, Microsoft Excel, Bloomberg, Pitch Books, Series 7, Series 66, Series 52, Valuation, Munis, Business Analysis, Commercial Paper, Equities, Fixed-income, Short-Term Fixed Income, Team Management, Programming, Capital Markets, Analytics, Fixed Income, Microsoft PowerPoint
Education
Dickinson College 2008 — 2013
Bachelor of Arts (BA), International Business and Management, Minor: Economics
Manhasset High School 2004 — 2008
HarvardX
Computer Science (CS50)
United States Marine Corps November 2014 - Present
J.P. Morgan June 2013 - August 2014
Gulf States Financial Services July 2012 - August 2012
Gulf States Toyota June 2012 - July 2012
Gow Communications/ Yahoo! Sports Radio/ 1560theGame June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Outlook, Windows, Spanish, Finance, Copying, Making Coffee, Running Errands
Education
Dickinson College 2009 — 2013
BA, International Business & Management, Spanish
Kinkaid School 2006 — 2009
Bank of America March 2012 - Present
Fannie Mae September 2009 - March 2012
EMC Mortgage December 2005 - September 2009
J.P. Morgan December 2005 - September 2009
Nissan Motor Acceptance Corporation June 2003 - December 2005
Skills
Risk Management, Credit, Credit Risk, Loss Mitigation, Loan Servicing, Mortgage Lending, Account Reconciliation, Banking, Real Estate, Foreclosures, Software Documentation, Financial Analysis, Loans, Financial Modeling, Valuation, Credit Analysis, Finance, Financial Services, Mortgage Banking, Accounting, Internal Audit
Education
Keller Graduate School of Management of DeVry University 2007 — 2009
MBA
DeVry University 2002 — 2006
BSBA, Accounting
The University of Texas at Arlington 1998 — 2001
BS
Self Employed Options Trader August 2014 - Present
J.P. Morgan June 2015 - August 2015
Drew University September 2014 - November 2014
Legal Process Inc September 2012 - May 2013
Skills
Mathematical Modeling, Financial Modeling, Java, Matlab, Quantitative Finance, Quantitative Analytics, CSS, Derivatives, Equities, Trading, Economics, Quantitative Investing, Day Trading, Financial Analysis, Finance, Data Analysis, HTML, Microsoft Excel, Public Speaking, Microsoft Office, Microsoft Word, Technical Analysis
Education
Drew University 2013 — 2017
Bachelor's Degree, Physics, Economics, and Mathematics
FCI Advisors November 2000 - Present
Commerce Bank 1998 - 2000
J.P. Morgan 1990 - 1998
Skills
Mutual Funds, Investment Management, Asset Management, Investment Strategies, Asset Allocation, Wealth Management, Portfolio Management, Investments, Securities, Investment Advisory, Alternative Investments, Strategic Financial..., Financial Analysis, Financial Planning, Equities
Education
University of Kansas 1986 — 1990
Bachelor Of Arts, Economics
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (M.B.A.), Finance, General
J.P. Morgan November 2013 - Present
ARYZTA September 2013 - September 2013
Careforde January 2013 - July 2013
Ladderup Finance Ltd. January 2012 - April 2012
Skills
Conversational in French, Accounting, Accounts Receivable, Bookkeeping, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Financial Analysis, Tax, QuickBooks, Journal Entries, Access, Accounts Payable, Research, Financial Reporting, Data Analysis, Financial Accounting, Microsoft Office, Account Reconciliation, Recruiting, SPSS, PeopleSoft, Fundraising, Leadership, Analysis, Nonprofits, Teamwork, Customer Service, Statistics, Corporate Finance, Mandarin, Finance, GAAP, Time Management, Auditing, General Ledger, Budgets, Marketing, Peachtree, Bloomberg Terminal, Financial Statement...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Science (M.S.), accountancy
Ningbo University, China 2007 — 2011
Bachelor of Science (B.S.), accountancy
J.P. Morgan August 2015 - Present
Susquehanna International Group, LLP (SIG) July 2013 - August 2015
SAP August 2011 - April 2012
TeleTracking Technologies May 2011 - August 2011
A&M Berk Tax December 2010 - April 2011
School District of Philadelphia September 2009 - April 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Social Networking, Research, Social Media Marketing, Facebook, Marketing, Event Planning, Customer Service, Access, Editing, Business Development, Data Analysis
Education
Drexel University 2008 — 2013
Bachelor of Science in Business Administration, Marketing
J.P. Morgan March 2015 - Present
Bethpage Federal Credit Union July 2013 - March 2015
Bethpage Federal Credit Union September 2011 - July 2013
Education
Dowling College 2012 — 2014
MBA Corporate Finance
SUNY Cortland 2007 — 2011
BS, Economics
J.P. Morgan September 2013 - Present
US Army November 2002 - September 2012
Education
DeVry University 2013 — 2015
Bachelor of Applied Science (B.A.Sc.), Accounting, 3.57
Jefferson Community College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General, 3.52
THRIVENT FINANCIAL June 2015 - Present
LPL Financial LLC at Astoria October 2013 - April 2015
J.P. Morgan March 2011 - October 2013
J.P. Morgan 2010 - 2012
Chase Bank 2000 - 2010
Skills
Finance, Equities, Wealth Management, Portfolio Management, Series 7, Financial Services, Securities, Asset Management, Fixed Income, Asset Allocation, Banking, Investments, Alternative Investments, Mutual Funds, Retirement Planning, Financial Planning, Investment Advisory, Life Insurance, Disability Insurance
Education
Dowling College
Economics
Suffolk County Community College
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, Accounting
J.P. Morgan June 2015 - July 2015
Consulate General of the United States, Foreign Commercial Service June 2014 - August 2014
Breck Summer Program June 2012 - 2014
Lake Minnetonka Sailing School May 2009 - August 2011
Education
Washington and Lee University 2012 — 2016
Bachelor of Science (BS), Business Administration, East Asian Languages and Literature (Chinese)
Donghua University 2014 — 2014
Economics of China and Asian Economic Integration, Chinese (Mandarin)
Breck 2008 — 2012
Envoy Mortgage April 2015 - Present
First Option Mortgage October 2014 - Present
Stonegate Mortgage Corporation (NYSE: SGM) March 2014 - October 2014
JPMorgan Chase 2011 - February 2014
J.P. Morgan 2011 - 2011
Mossy 2006 - 2011
Skills
Credit Analysis, Mortgage Lending, Mortgage Banking, Residential Mortgages, Residential Homes, Investment Property..., Loan Officers, Managerial Finance, Finance, MBA, Banking, Retail Banking, Retail Sales, Employee Training, Credit, First Time Home Buyers, Sales, VA Loans
Education
University of Phoenix 2007 — 2009
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Dillard University 2003 — 2006
Bachelor of Arts (B.A.), Psychology
J.P. Morgan December 2013 - Present
National Football League December 2013 - February 2014
J.P. Morgan Chase Infromation Technologies November 2011 - December 2013
UPS IT Capacity and Perfromance January 2007 - October 2011
IT Management - Political Action Committee January 2009 - August 2011
Life Mastery - Students of January 2005 - January 2011
Save The Wave, llc. August 2006 - August 2010
UPS Subsidiary Information Technologies March 2005 - December 2006
UPS IT January 2003 - February 2005
UPS Supply Chain Solutions IT, PSI Inc. September 1999 - December 2002
Skills
Team Leadership, Team Building, Negotiation, Linux, Infrastructure Planning, Change Management, Process Improvement, Business Process..., Tivoli, SMS, Mobile Devices, Laptops, Web Servers, Application Servers, Oracle, Customer Service, Call Center, Infrastructure Projects, Project Planning, Project Portfolio..., MS Project, ITIL, Development Of People, Leadership Mentoring, Executive Management, Global Management, Global Logistics, International Relations, Globalization, Creative Problem Solving, Proprietary Software, Hardware Support, IT Strategy, Tactical Planning, Strategic Planning, Program Management, Risk Assessment, Risk Management, Operational Risk..., Vendor Relations, BMC Patrol, Coaching, International Business..., Business Strategy, Solution Design, Data Center, Data Center Architecture, Solution Architecture, Personal Development, Infrastructure
Education
Dowling College
Masters, Business
Life Mastery Programs 2006 — 2008
Evolving, Consciousness & Awareness in living
Saint Joseph's College
Bachelors, Business, IT management
Suffolk County Community College
Associate, Business, IT management
Smithtown West
J.P. Morgan October 2014 - Present
Keller Graduate School of Management February 2014 - Present
Illinois Housing Development Authority August 2013 - October 2014
Illinois Housing Development Authority February 2012 - August 2013
Northern Trust November 2009 - January 2012
Waveland Property Group May 2009 - December 2009
Colliers Bennett & Kahnweiler January 2007 - May 2009
Skills
Investments, Financial Analysis, Asset Management, Financial Reporting, Financial Modeling, Structured Finance, Real Estate Investment, Due Diligence, Market Research, Real Estate Economics, Financial Statement..., Argus Modeling, Asset Managment, Real Estate Financing, Investment Properties, Property Management, Real Estate Development, Real Estate, Valuation, Portfolio Management, Budgets, Leases, Finance, Commercial Real Estate, Mergers & Acquisitions, Loans, Private Equity, Property, Banking, Brokerage, Real Estate Transactions, Disposition, Affordable Housing, Corporate Real Estate, Real Estate Private..., Investors, Tenant, Acquisitions, Apartments, Appraisals, LIHTC, Lease Administration, CMBS, Real Estate License
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
MBA, Real Estate Finance & Investment
DeVry University 2005 — 2008
BS, Finance
Chase February 2012 - Present
J.P. Morgan November 2005 - Present
BankOne December 2002 - November 2005
BankOne December 2002 - November 2005
Skills
Outlook, Microsoft Excel, Access, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Event Planning
Education
DeVry University
Computer Systems Networking and Telecommunications
South Suburban College
Business Administration and Management, General
J.P. Morgan August 2015 - Present
Crouch & Ramey LLP May 2013 - March 2015
Bank of America November 2012 - April 2013
Baugh Dalton Carlson Ryan December 2011 - May 2012
Navistar Inc May 2011 - May 2012
Institute for Inclusion in the Legal Profession April 2010 - May 2011
DePaul University College of Law January 2011 - April 2011
Constitutional Court of the Republic of Korea June 2010 - August 2010
Hagens Berman Sobol Shapiro LLC July 2007 - July 2009
The Leona Group L.L.C. June 2006 - June 2007
Skills
Legal Writing, Legal Research, Litigation, Commercial Litigation, Civil Litigation, Corporate Law, Trials, Arbitration, Courts, Mediation, Corporate Governance, Class Actions, Appeals, Westlaw, Mortgage Banking, Mortgage Servicing, Financial Services, Residential Mortgages, Mortgage Industry, Legal Issues, Legal Compliance, Regulatory Compliance, Peer Mediation, Financial Risk, Community Service, Public Speaking, Board Member, Business Training, Negotiation, Contract Negotiation, Supplier Negotiation
Education
DePaul University College of Law 2009 — 2012
J.D., Business Law Certificate
Sungkyunkwan University 2010 — 2010
Study Abroad, Public International Law
Roosevelt University 2003 — 2004
Paralegal Certificate with Distinction, Paralegal Studies
Miami University 1999 — 2003
Bachelor of Arts, English Literature and Black World Studies
Whitney Young Magnet 1995 — 1999
Diploma
HomeNet Automotive February 2013 - Present
Medecision, Inc. February 2006 - January 2013
Diamond Technologies March 2004 - February 2006
Cigna International September 2000 - March 2004
J.P. Morgan June 1999 - April 2000
Skills
Agile Methodologies, SDLC, Scrum, Software Project..., SOA, Requirements Analysis, Agile Project Management, Software Development, Java Enterprise Edition, Microsoft SQL Server, XML, Hibernate, Waterfall, SQL, Web Services, JBoss Application Server
Education
Drexel University 1988 — 1993
B.S., Information Technology
Ocwen Financial Corporation March 2013 - Present
Ally Financial Inc. June 2011 - April 2013
J.P. Morgan June 2010 - June 2011
J.P. Morgan January 2010 - June 2010
PMA Companies March 2008 - September 2008
Skills
Financial Analysis, Financial Modeling, Asset Management, Financial Services, Capital Markets, Financial Reporting, Financial Accounting, Portfolio Management, Loans
Education
Drexel University 2007 — 2009
BS, Business Administration; Finance
Penn State University 2005 — 2007
Coursework, Business Administration
Comcast May 2015 - Present
J.P. Morgan June 2014 - May 2015
Comcast April 2013 - September 2013
JPMorgan Chase April 2012 - September 2012
SAP April 2011 - September 2011
Kumon Learning Center June 2009 - September 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Project Planning, Budgets, Research, Data Analysis, Access, Writing, Editing, Analysis, Outlook, Time Management, Project Management
Education
Drexel University 2009 — 2014
Bachelor of Science in Business Administration, Finance and Marketing
Cherry Hill High School East 2005 — 2009
Diploma
J.P. Morgan January 2007 - Present
Smith Barney June 2003 - December 2006
Skills
Series 7, Capital Markets, Equities, Asset Managment, Hedge Funds, Fixed Income, Asset Allocation, Private Banking, Investments, Alternative Investments
Education
Drew University 1999 — 2003
Bishop Ahr High School
UBS Global Asset Management September 2014 - Present
J.P. Morgan March 2013 - September 2014
Aurora Investment Management August 2011 - February 2013
DWS Investments January 2011 - August 2011
Deutsche Bank/DWS Investments January 2007 - January 2011
Deutsche Bank/DWS Investments March 2003 - December 2007
Deutsche Bank/DWS Investments March 2003 - January 2004
Accurint 2001 - 2003
Skills
Investments, Capital Markets, Insurance, Business Development, Marketing, Alternative Investments, Client Development, Consultative Style, Sales Management, Mutual Funds, Limited Partnerships, Series 7, Series 63, Series 6, Qualified Retirement..., Retirement, Asset Management, Relationship Management, Variable Annuities, Fund Of Funds, Retirement Planning, Hedge Funds, 401k, Financial Services, Securities, Asset Allocation, Defined Contribution, Pensions, Financial Markets, Finance, Fixed Annuities, Investment Management, Separately Managed..., Financial Advisory, ETFs, Investment Strategies
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
MBA
Georgetown University 1997 — 2001
BA
J.P. Morgan April 2015 - Present
Princeton Quant Trading Conference January 2015 - Present
JPMorgan Chase April 2014 - April 2015
Comcast April 2013 - September 2013
Drexel University February 2011 - January 2012
Education
Drexel University 2010 — 2015
Bachelor's Degree, Mathematics and Finance
Edexel- General Certificate of Education 2007 — 2009
High School, 8"A"s in O Level; 4"A"s in A Level
The Juice Plus+ Company February 2013 - Present
eMethods, Inc. 2002 - Present
American Council on Exercise February 2003 - February 2005
BusinessEdge Solutions 2000 - 2002
DMR Accounting & Consulting 1997 - 2000
Republic National Bank 1996 - 1997
J.P. Morgan 1993 - 1996
Skills
Program Management, Business Analysis, Executive..., Fitness, Outsourcing, Software Documentation, Quality Assurance, Entrepreneurship, PMO, Wellness, Nutrition, Telecommunications, IT Strategy, Coaching, Public Speaking, Customer Service, Team Building
Education
DeVry University 1996 — 1998
Associates of Applied Sciences, Computer Information Systems
The Wood School, New York, NY 1992 — 1993
Business Adminstration
J.P. Morgan April 2014 - Present
J.P. Morgan November 2012 - April 2014
J.P. Morgan October 2009 - November 2012
J.P. Morgan July 2006 - October 2009
J.P. Morgan July 2005 - July 2006
Skills
Derivatives, Equities, Finance, Fixed Income, Portfolio Management, Trading, Hedge Funds, Investment Banking
Education
Drew University 2001 — 2005
BA, Economics
J.P. Morgan January 2012 - Present
Skills
Money Management, Anti Money Laundering, Electronic Filing, Customer Service, Customer Satisfaction, Customer Experience, Customer Engagement, Customer Support, Sales, Sales Process, Direct Sales, Leadership, Team Leadership, Fitness, Public Speaking, Spanish, English, Up-selling, PowerPoint, Drawing, Social Media, Psychology, Microsoft Word, Facebook, Fax, Payments, Payment Systems, Electronic Payments, Payment Card Processing
Education
DeVry University-Texas
San Jacinto College
PREVENTIONIST 2008 - Present
J.P. Morgan 2001 - 2007
Skills
Risk Management, New Business Development, Investments, Strategic Planning, Marketing Strategy, Research, Customer Service, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA)
Southern New Hampshire University
Bachelor's degree, International Business, Cum Laude
Insperity August 2006 - Present
Executive Leadership Symposium 2002 - Present
FreeBusinessAssessment.com February 2013 - Present
ICICI Infotech 2001 - 2002
ENTEX IT Service/Siemens Business Services 1999 - 2001
WGIS, Inc. 1995 - 1999
J.P. Morgan 1994 - 1995
Dreyfus 1992 - 1994
Dreyfus 1992 - 1992
Skills
Strategy, Entrepreneurship, Business Strategy, Consulting, Leadership, Management, Sales, Performance Management, Business Planning, Leadership Development, Program Management, Outsourcing, Change Management, Strategic Planning, Business Analysis, Employee Engagement, New Business Development, Human Resources, Start-ups, Recruiting, Working Capital..., Executive Management, Business Networking, Customer Satisfaction, Budgets, Technology Management, Sales Management, Project Management, Third Party Vendor..., Diversity, Conference Production, Engagement Management, Sales Channel..., Mentoring, Sales Process
Education
University of Houston, C.T. Bauer College of Business 2011 — 2013
Certified Business Performance Advisor (CBPA)
Dowling College 1992 — 1994
MBA
Syracuse University 1988 — 1990
Bachelor of Science, Finance
JP Morgan February 2013 - Present
J.P. Morgan May 2010 - January 2013
General Services Administration July 2009 - April 2010
RML Capital, LLC April 2009 - June 2009
DePaul University April 2009 - June 2009
New Trier Partners January 2009 - March 2009
Pasquinelli Homes June 2006 - March 2008
Pasquinelli Homes September 2003 - June 2006
Resource Trading Group January 2002 - June 2003
Skills
MBA, Real Estate Finance, Asset Management, Sales Operations, Marketing Management, Market Research, Financial Modeling, DCF, Real Estate Economics, Asset Managment, Investments, Due Diligence, Mergers & Acquisitions, Valuation, Capital Markets, Leases, Portfolio Management, Corporate Finance, Analysis, Equities, Financial Analysis, Disposition, Finance, Market Analysis, Private Equity, Fixed Income, Hedge Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2009
MBA, Real Estate Investment and Finance, 4.0/4.0 GPA
University of Michigan 1998 — 2001
BA, Economics
J.P. Morgan KYC Senior SpecialistChaseSeptember 2007 - Present
Skills
Research, Leadership, Relationship Building
Education
DeVry Institute of Technology 1998 — 2000
Bachelor of Business Adminstration, Business Information Systems
Accenture May 2015 - Present
eBest March 2014 - May 2015
The Golden Bridges Foundation June 2013 - September 2013
J.P. Morgan April 2012 - August 2012
Skills
Leadership, Sales, Marketing Strategy, Sales Management, Enterprise Software, Consumer Products, Internet of Things, Project Management, Finance, Financial Modeling, CPG Industry, Client Development, CPG Sales, Sales Channel..., Corporate Partnership..., Global Business..., Partnership-building, Mobility Strategy, Strategic Partnerships, Sales Process, Mobile Applications, Enterprise Mobility, Mobile Technology, Product Marketing, Change Management, Internal Controls, Capital Markets, Investments, Software Project..., Equities, Time Management, Risk Management, Bloomberg, Channel Partners, Channel Sales
Education
Drexel University 2011 — 2014
Bachelor of Science Degree - Summa Cum Laude, Business Administration; Management Information Systems. Minor: Chinese, GPA 3.94 - Summa Cum Laude
East China Normal University 2013 — 2013
Advanced Chinese, Chinese Language and Culture
The University of Hong Kong 2012 — 2013
Finance and Chinese
Hybrid Financial LLC October 2009 - December 2010
Allstate Institutional Advisors, LLC October 2007 - September 2009
True North Asset Management, Inc. January 2006 - November 2007
Kraft Foods Inc March 2007 - October 2007
J.P. Morgan February 2003 - August 2004
J.P. Morgan (f/k/a Banc One Capital Markets, Inc.) May 2002 - January 2003
J.P. Morgan (f/k/a Banc One Capital Markets, Inc.) April 2000 - April 2002
J.P. Morgan (f/k/a Banc One Capital Markets, Inc.) March 1999 - March 2000
J.P. Morgan (f/k/a American National Bank & Trust Co.) December 1996 - February 1999
Skills
Modern Portfolio Theory, Capital Markets, Series 7, Fixed Income, Portfolio Management, Asset Managment, Asset Management, Financial Markets, Hedge Funds, Trading, Securities, Bonds, Investments, Treasury Management, Risk Management, Wealth Management
Education
DePauw University 1992 — 1996
B.A.
J.P. Morgan January 2013 - Present
JPMorgan Chase June 2008 - December 2013
JPMorgan Chase July 2006 - July 2008
JPMorgan Chase September 2002 - July 2006
Education
Dowling College 1990 — 1997
CCM Futures, LLC May 2004 - Present
J.P. Morgan July 1996 - May 2004
Cargill Investor Services, Inc. June 1988 - July 1996
Skills
Equities, Technical Analysis, Trading, Futures, Spreads, Derivatives, Market Profile, Hedging, Alternative Investments, Proprietary Trading, Financial Markets, Bloomberg, ETFs, Hedge Funds, Electronic Trading, Options
Education
Illinois Institute of Technology 1995 — 1999
MS, Financial Markets & Trading
DePauw University 1984 — 1988
BA, Economics & Management
JPMorgan 2010 - Present
J.P. Morgan 2006 - 2010
JPMorgan 1999 - 2006
David S. Villwock, Attorney at Law 1997 - 1999
Skills
Securities, Capital Markets, Risk Management, Mutual Funds, Asset Management, Banking, Fixed Income, Investments, Portfolio Management, Hedge Funds, Financial Services, Due Diligence, Wealth Management, Equities, Financial Risk, Financial Analysis, Alternative Investments
Education
The Ohio State University Fisher College of Business 2003 — 2006
MBA, Business/Finance
DePaul University College of Law 1994 — 1997
JD, Law
Otterbein College 1990 — 1994
BA, Political Science/English
Brunswick High School 1986 — 1990
J.P. Morgan April 2010 - Present
JPMorgan October 2006 - April 2010
J.P. Morgan August 2004 - October 2006
J.P. Morgan February 2001 - August 2004
J.P. Morgan September 1998 - February 2001
J.P. Morgan June 1996 - September 1998
Skills
Treasury Management, Cash Management, Banking, Commercial Banking, Financial Services, Relationship Management, Series 7, Marketing, Product Management, Training, Management, Consulting, Series 63, Sales Presentations, Bilingual, Portfolio Management, Product Demonstration, Solution Selling, Sales
Education
Dominican University 2005 — 2008
MBA, Int'l Business/Marketing
Loyola University of Chicago 1990 — 1995
BA, Spanish Lit/ Int'l Relations & Italian
Universite de Strasbourg, France
J.P. Morgan April 2015 - Present
Goldman, Sachs & Co. August 2013 - April 2015
Goldman, Sachs & Co. December 2010 - August 2013
Goldman, Sachs & Co. July 2007 - December 2010
Goldman, Sachs & Co. July 2005 - July 2007
Skills
Finance, Mergers & Acquisitions, Equities, Corporate Finance, Mergers, Financial Modeling, Investment Banking, Strategy, Business Strategy, Securities, Hedge Funds, Asset Management, Private Equity, Valuation, IPO, Capital Markets
Education
DePauw University 2001 — 2005
Bachelor of Arts
Rabobank North America Wholesale November 2014 - Present
J.P. Morgan November 2013 - August 2014
NICE Actimize May 2013 - October 2013
JPMorgan Chase January 2013 - May 2013
BNY Mellon January 2012 - December 2012
Cognizant Technology Solutions November 2006 - April 2011
ICICI Bank January 2004 - October 2006
Skills
Business Analysis, Requirements Management, Problem Solving, Process Consulting, Business Process Mapping, Requirements Gathering, Software Requirements, Software Project..., Retail Banking, Capital Markets, Private Banking, Project Management Tools, Process Engineering, Straight Through..., Product Mapping, Project Management, Fixed Income, PMP, Analysis, Business Process, Financial Services, Derivatives, Business Requirements, Banking, Gap Analysis, Requirements Analysis, SDLC
Education
Delhi Public School
Devi Ahilya Vishwavidyalaya
J.P. Morgan January 2008 - Present
JPMorgan March 2007 - Present
JPMorgan Securities January 2000 - February 2007
American National Bank and Trust Company of Chicago 1995 - 1999
Education
CFA Charterholder
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1993
MBA, Finance
Iowa State University 1988 — 1992
BBA, Finance
Iowa State University - College of Business 1988 — 1992
BBA, Finance
Global Pharmaceutical Corporation February 2014 - Present
PH June 2013 - January 2014
Evangelical Lutheran Church in America January 2013 - May 2013
eGate Solutions October 2011 - November 2012
Lansare June 2011 - October 2011
J.P. Morgan January 2010 - June 2011
Market Day July 2009 - December 2009
ValCom February 2009 - July 2009
Sentinel Technologies January 2007 - January 2009
Gallagher Bassett May 2005 - December 2006
Skills
C#, Microsoft SQL Server, VB.NET, XML, Crystal Reports, CRM, ADO.NET, Visual Studio, ASP.NET AJAX, Team Foundation server, .NET, AJAX, Oracle, Agile Methodologies, SDLC, TFS, SQL, UML, Web Services, Software Development, SOA, Databases, ASP, jQuery, Visio, CSS, JavaScript, Web Applications, Visual Basic, Testing, ASP.NET, VBScript, LINQ
Education
DeVry University-Illinois
Bachelor of Science (BS)
J.P. Morgan October 2012 - Present
J.P. Morgan October 2008 - October 2012
Todd W. Musburger, Ltd February 1999 - June 2004
Skills
Trust and Estate...
Education
University of Dayton School of Law 2004 — 2007
Doctor of Law (J.D.)
DePauw University 1994 — 1998
BA, Communications
J.P. Morgan March 2010 - Present
JPMorgan Chase June 2005 - February 2010
Bank One April 2002 - May 2005
Bank One May 1998 - March 2002
First Chicago NBD April 1995 - April 1998
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
Master of Business Administration (MBA), Leadership and Change Management
University of Illinois at Chicago 1987 — 1991
Bachelor of Science (BS), Management
The PrivateBank March 2015 - Present
Edward Jones January 2014 - March 2015
Citi May 2012 - January 2014
JPMorgan 2006 - May 2012
J.P. Morgan October 2001 - June 2006
Skills
Banking, Certified Financial..., Series 7, Series 63, Wealth Management, Financial Services, Portfolio Management, Investments, Fixed Income, Credit, Asset Management, Financial Analysis, Equities, Loans, Alternative Investments, Asset Allocation, Risk Management, Asset Managment, Credit Analysis, Securities, Mutual Funds, Private Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2010
Master of Business Administration (M.B.A.), Finance and Strategy, Execution & Valuation
J.P. Morgan February 2013 - Present
J.P. Morgan April 2008 - February 2013
Bear Stearns Asset Management April 2007 - April 2008
Bear Stearns April 2006 - April 2007
Skills
Asset Management, Fixed Income, Series 7
Education
Drew University 2001 — 2005
B.A, Economics, Business Management, and Sociology
J.P. Morgan February 1990 - Present
JP Morgan 1990 - February 2012
Skills
Trade Finance, Global Trade Compliance, KYC, Risk Management, Management, Leadership, Business Development, Credit Risk, Portfolio Management, International Trade, Commercial Banking, Credit, Banking, Financial Analysis, New Business Development, Mergers & Acquisitions, Global Regulatory..., Manage complex global..., Regulatory Compliance, Global Trade Management, Project Management, Change Management, Business Strategy, Compliance Management
Education
Dowling College
MBA, Management
The Growth Arc May 2015 - Present
J.P. Morgan June 2003 - Present
Education
Columbia University in the City of New York
Columbia Coaching Certification Program, External Coach Intensive
University of Delaware 2004 — 2007
M.B.A., Finance
DePauw University 1998 — 2002
B.A., Economics and Management
CME Group February 2014 - Present
CME Group August 2010 - February 2014
J.P. Morgan June 2007 - May 2009
Skills
Trading Systems, Interest Rate..., Trading, CDS, Derivatives, Credit Derivatives, Options, Hedge Funds
Education
University of Notre Dame - Mendoza College of Business 2015 — 2016
Master of Science (MS), Finance
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Business Administration (MBA), Finance
The Catholic University of America 2003 — 2007
BSBA, Finance
Amazon October 2014 - June 2015
Johnson & Johnson May 2014 - October 2014
Johnson & Johnson July 2013 - May 2014
Johnson & Johnson July 2011 - July 2013
Johnson & Johnson November 2012 - June 2013
Johnson & Johnson March 2012 - November 2012
Vistakon, Johnson & Johnson MD&D Company July 2011 - March 2012
J.P. Morgan September 2009 - July 2010
Skills
Leadership, Outlook, Microsoft Word, Training, Financial Analysis, Microsoft Office, Performance Management, Access, Project Management, Leadership Development, Teamwork, Management, PowerPoint, Product Development, Coaching, Strategic Planning, Accounting, Time Management, Microsoft Excel, Process Improvement, Data Analysis, Finance, Research, Project Planning, Forecasting, SAP, Business Analysis, Team Leadership, Risk Management, Market Research, Sales, Analysis, Financial Modeling, Budgets, Cross-functional Team..., Supply Chain, Supply Chain Management, Visio, Six Sigma, Medical Devices, Quality Assurance, Quality Management, Business Process..., FDA, Pharmaceutical Industry, Lean Manufacturing, Science, Humor, Cheesecakes
Education
Harvard Business School 2015 — 2017
Drexel University 2007 — 2011
Bachelor's of Science, Business Administration - Operations Management, International Business, Entrepreneurship, Com Minor
The Hill School 2003 — 2007
Genscape, Inc. January 2014 - Present
JPMorgan Chase January 2006 - January 2013
JPMorgan Chase January 2006 - January 2010
J.P. Morgan January 2006 - January 2010
JPMorgan Chase January 2006 - January 2010
JPMorgan Chase January 2005 - January 2010
Oxy May 2005 - December 2005
Occidental Petroleum June 2004 - December 2004
Skills
Informatica, XML, Oracle, PL/SQL, Data Warehousing, Sybase SQL Anywhere, Oracle PL/SQL..., Microsoft SQL Server, T-SQL, Business Objects, ASP, JSP, HTML, Dreamweaver, Unix, .NET, Java, JavaScript, JIRA, Subversion, ClearCase, Rational Rose 2000, SQL, SDLC, Requirements Analysis, Databases, SharePoint, MS Project, SSIS, Microsoft Office, Windows Azure, SQL Server Management..., Microsoft Project
Education
University of Houston 2004 — 2006
MBA, Business Administration
University of Houston 2000 — 2006
MBA; Masters, Computer Science
Doctor Babasaheb Ambedkar Technological University 1995 — 1999
Bachelor of Technology (B.Tech.), Computer Engineering
J.P. Morgan August 2010 - Present
ICAP February 2010 - August 2010
Benefit plan manager November 2008 - January 2010
Citi Group November 2006 - November 2008
Intel February 2005 - November 2006
Entology July 2004 - February 2005
Decusoft December 2003 - February 2004
Tera Systems February 1998 - August 2003
IKOS Systems March 1997 - March 1998
Dialogic June 1996 - March 1997
Skills
C#, Servlets, Tomcat, Java
Education
Fairleigh Dickinson University 1981 — 1983
MS, Computer Science
Drew University 1976 — 1979
BA, Philosophy, Psychology
J.P. Morgan August 2014 - Present
J.P. Morgan April 2012 - July 2014
Portfolio Management Project January 2011 - March 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Public Speaking, Analysis, Non-profits, Budget, Outlook, Spanish, Financial Reporting, Customer Service, Financial Analysis, Access, Fundraising, Data Analysis, Budgets
Education
Drexel University 2008 — 2014
BSBA, Finance
University of Pennsylvania 2008 — 2008
ELP, English Language Program
jhg
jhg
J.P. Morgan August 2013 - Present
Capital One September 2012 - August 2013
ING Direct USA March 2004 - September 2012
ING DIRECT March 2004 - September 2012
HSBC October 1992 - March 2004
Skills
Six Sigma Green Belt, Banking, Risk Management, Financial Risk, Process Improvement, Portfolio Management, Fixed Income, Internet Banking, Financial Services
Education
University of Pennsylvania - The Wharton School 2002 — 2006
MSE, Management of Technology
Drexel University
Bachelor of Science, Business Administration; Management Information Systems
Cerner Corporation January 2014 - Present
Bradford & Galt July 2013 - January 2014
LTS Management Services November 2011 - 2013
Commerce Bank June 2008 - November 2011
J.P. Morgan 2005 - 2008
DST Output July 2002 - June 2005
Argus Health Systems June 1995 - June 2002
Skills
SQL, Banking, Scrum, Agile Methodologies, Microsoft SQL Server, Risk Management
Education
DeVry University-Missouri
Bachelor of Science (BS), Electrical and Electronics Engineering
J.P. Morgan May 2010 - Present
IT Saint Luke Heath System December 2009 - April 2010
HR Block Tax and Business Services August 2007 - January 2009
AIMS LOGISTICS August 2002 - August 2007
SPRINT May 2000 - November 2001
Skills
SDLC, Payroll, Testing, Software Documentation, SharePoint, Requirements Analysis, Microsoft SQL Server, Visio, Agile Methodologies, Process Improvement, Quality Center, Access, DB2, Scrum
Education
DeVry Institute of Technology 1997 — 1999
Bachelor of Applied Science (B.A.Sc.), Telecommunicationn and Management
DeVy University 1997 — 1999
Bachelor’s Degree, Bachelors of Science Telecommunication Management
J.P. Morgan October 2013 - Present
TARIS Real Estate November 2011 - October 2013
General Growth Properties January 2011 - November 2011
Fitzgerald Associates Architects September 2002 - January 2011
Next Realty September 2010 - December 2010
Skills
Real Estate Development, Real Estate Finance, Architecture and Urban..., Due Diligence, Real Estate Economics, Investment Properties, Feasibility Studies, Zoning and Entitlement, Project Management, Debt and Equity Modeling, Mixed-use, Affordable Housing, Real Estate, Urban Planning, Construction Management, Disposition, Acquisitions, Leadership, Zoning, Architectures, Entitlements
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
M.S. in Real Estate I Graduated Summa Cum Laude
University of Michigan - Taubman College of Architecture and Urban Planning 2001 — 2002
Master of Urban Design I Graduated with High Distinction
Fifth Third Bank August 2013 - Present
KeyBank April 2011 - April 2013
Pease & Associates, Inc. June 2009 - April 2011
Case Western Reserve University November 2007 - November 2008
Northern Trust April 2004 - October 2007
J.P. Morgan September 2001 - April 2004
National City Bank 1996 - 2001
Bank One 1991 - 1996
Ameritrust 1986 - 1991
Skills
Financial Modeling, Private Banking, Banking, Credit, Loans, Valuation, Wealth Management, Portfolio Management, Commercial Banking, Financial Analysis, Private Equity, Mergers & Acquisitions, Credit Analysis, Commercial Lending, Investments, Treasury Management, Strategic Financial..., Capital Markets, Asset Management, Equities, Financial Services, Asset Allocation, Relationship Management, Mutual Funds, Financial Advisory, Financial Planning
Education
Indiana University - Kelley School of Business 1984 — 1986
MBA, Finance
DePauw University
BA, French
Kent Roosevelt
J.P. Morgan April 2013 - Present
UBS Global Asset Management July 2002 - April 2013
Prudential Financial March 2000 - July 2002
Goldman Sachs Asset Management November 1997 - March 2000
PaineWebber 1995 - 1997
Prudential Securities 1990 - 1995
Skills
Hedge Funds, Mutual Funds, Alternative Investments, Equities, Asset Management, Asset Allocation, Investment Management, Fixed Income, Investment Strategies, Investments, Portfolio Management, Securities
Education
Dickinson College 1981 — 1985
BA, English, History
Coca-Cola Refreshments November 2011 - Present
Cox Communications September 2008 - February 2011
Morgan Stanley October 2004 - August 2008
Merrill Lynch July 2003 - October 2003
J.P. Morgan August 2000 - November 2002
Spectracomm Inc. 2002 - 2002
Skills
Firewalls, Check Point, Firewall-1, Cisco ASA, Fortigate, Fortinet, IT Security, IDS, IPS, Juniper, Netscreen, SRX, SPLAT, PIX, RSA, RSA SecurID, Unix, Linux, TCP/IP, Qualys, VPN, IPSEC, SSL VPN, Anyconnect, F5 BigIP, Provider-1, MU Dynamics, Perl, Network Security, Security, Information Security, IPSec, Checkpoint, Routing, Networking, ASA, Servers, Cisco Technologies, Proxy
Education
Dowling College 1995 — 1997
Master of Business Administration (M.B.A.)
SUNY Stony Brook 1992 — 1995
Bachelor of Science (BS), Computer Science
Farmingdale State University of New York 1990 — 1992
Associate of Science (A.S.), Computer Science
J.P. Morgan May 2014 - Present
JPMorgan Chase February 2011 - May 2014
J. P. Morgan Chase & Co February 2011 - May 2014
Office of Research and Sponsored Programs at Rutgers, the State University of New Jersey September 2010 - February 2011
Drew University August 2008 - May 2010
Skills
Microsoft Office, SharePoint, Confirmit, Data Analysis, Access, Research, PowerPoint, Microsoft Excel, Public Speaking, Event Planning, Non-profits, Social Media, Microsoft Word, Fundraising, Business Analysis, Community Outreach, SPSS, Editing, Management, Time Management, Marketing, Leadership, Program Management, Training, Analysis, Nonprofits
Education
Drew University 2007 — 2010
BA, Political Science
Drew University 2007 — 2010
B.A, Political Science; Holocaust Studies
Bloomfield High 2004 — 2007
Political Science
J.P. Morgan December 2012 - Present
J.P. Morgan November 2008 - Present
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Teaching, English, Customer Service, Social Media, Teamwork, Tutoring, Windows, Banking, Training, Team Leadership, Management, Team Building, Customer Satisfaction, Cash Management, Cash Flow, Cash Handling Experience, Teller Operations, Notary Public, Branch Banking, Schedule Control, Auditing, Sales
Education
Dowling College 2003 — 2010
Bachelor of Arts (B.A.), Mathematics
Bill.com December 2013 - Present
J.P. Morgan June 2011 - December 2013
Madden Communications October 2010 - April 2011
Intuit August 2009 - September 2010
Skills
Enterprise Software, Product Management, Account Management, Sales Management, Sales, Business Development, Management, Project Management, Leadership, Microsoft Excel, Technical Support, Troubleshooting
Education
DeVry University 2012 — 2015
Bachelor of Business Administration (BBA), Business Administration and Management, General
The Ohio State University Wexner Medical Center July 2014 - Present
Cardinal Health March 2014 - June 2014
Nationwide Childrens Hospital January 2013 - 2014
Nationwide Childrens Hospital December 2011 - 2013
JPMorgan Chase & Co May 2007 - November 2009
J.P. Morgan August 2003 - May 2007
Skills
Health Service..., Ms word, Ms powerpiont, Customer Service, Healthcare, Microsoft Office, Healthcare Information..., Technical Support, Project Management, Management, EHR, HIPAA, Auditing, Healthcare Management, Data Management, Public Speaking, Strategic Planning, Informatics, Visio, Microsoft Office Visio..., Leadership, Data Analysis, Access, Training, Time Management, Policy, Process Improvement
Education
DeVry University 2010 — 2012
Bachelor of Business Administration, Health Service Management, 3.5
DeVry University 2009 — 2012
B.S., Health Service Management
Wells Fargo Advisors January 2015 - Present
J.P. Morgan August 2013 - August 2014
Credit Suisse May 2012 - May 2013
Royal Bank of Canada Capital Markets, LLC July 2009 - November 2011
Morgan Joseph TriArtisan LLC October 2007 - April 2009
Barclays Capital October 2006 - September 2007
Instinet Incorporated February 2000 - April 2006
Skills
Risk Management, Compliance Management, Business Process..., Business Recovery..., Relationship Development, Budget Oversight, Project Delivery, Cost Reduction..., Influential, Cross-functional Team..., Inter-personal, Budgets, Software Documentation, Management, Change Management, Leadership, Project Management, Financial Services, Banking, Process Improvement, Social Influence
Education
Dowling College
MBA, Banking & Finance
J.P. Morgan July 2007 - Present
J.P. Morgan January 2005 - July 2007
J.P. Morgan June 2003 - December 2004
Skills
Equities, Project Management, Trading, Securities, Investment Banking, FX Options, CRM, Banking, Derivatives, Bloomberg, Mutual Funds, Foreign Exchange, Settlement, Analysis, Financial Services, Financial Risk, Risk Management, Access, Back Office, Credit, Investments, Relationship Management
Education
DeVry University 2000 — 2008
Bachelor of Science, Computer Information Systems
JPMorgan Chase 2009 - Present
J.P. Morgan July 2005 - November 2009
Skills
Cisco Technologies, Disaster Recovery, BGP, Data Center, OSPF, VTP, Catalyst Switches, DTP, Wireless Engineering, Wireless Protocols, ospf stub areas, Cisco Nexus, Cisco IOS, Cisco NAC, Cisco 6500, cisco 4500, Cisco ASR, Cisco WAN, Dot1q, Cisco Telepresence, Cisco UCS, Multicast, Windows Server, Troubleshooting, Solaris, Desktop Publishing, IP Multicast, BFD, MPLS
Education
DeVry University 2007 — 2010
None, Network and Communication Management
The Ohio State University 1994 — 1998
none, Actuarial Engineering/Computer Engineerin
William Floyd HS
J.P. Morgan April 2003 - Present
Pyramid Management Group September 2002 - April 2003
J.P. Morgan December 1996 - September 2002
Skills
Securities Lending, Relationship Management, Key Account..., Operational Efficiency, Process Efficiency, Global Custody, Middle Office, Inter-personal, Critical Thinking
Education
State University of New York College at Oswego 1990 — 1994
Bachelor of Science (B.S.), Accounting
Dowling College 1997 — 1999
Master of Business Administration (MBA), Banking & Finance
Credit Suisse 2003 - Present
J.P. Morgan 1992 - 2000
Education
Dickinson College
Bachelor of Arts (B.A.), Economics
NYU Stern School of Business
Master of Business Administration (MBA)
BMO Harris Financial Advisors April 2015 - Present
J.P. Morgan November 2013 - Present
JPMorgan Securities February 2008 - November 2013
Ameriprise Financial Services, Inc. August 2005 - March 2007
Enterprise Rent-A-Car June 2002 - November 2004
Skills
Training, Management, Series 7, Risk Management, Equities, Mutual Funds, Securities, Financial Services, Sales, Account Management, Performance Management, Investments, Fixed Income, Team Building, Customer Service, Insurance, Coaching, Series 63, Banking, Finance
Education
Drake University 1998 — 2002
Bachelor of Science (B.S.), Business Management and Marketing
Eastchester UFSD LibrarianEastchester Union Free School DistrictAugust 1998 - Present
Yonkers Public Library September 1996 - May 2010
J.P. Morgan July 1985 - August 1998
Skills
Curriculum Design, Teaching, Classroom, Libraries, K-12, Research, Education, Management, Collection Development, Community Outreach, Electronic Resources, Higher Education, Information Literacy, Library, Library Instruction, Library Management, Library Science
Education
Dowling College 2003 — 2008
Doctor of Education (Ed.D.), Educational Leadership and Technology
LIU Post 1994 — 1996
Master's Degree, Master's Library & Information Science
Fairfield University 1981 — 1985
Bachelor's Degree, Business Management
J.P. Morgan March 1997 - Present
Anacomp April 1989 - March 1997
Skills
Automated Doucment..., Systems Programming, Systems Analysis, System Design, Security, Change Control, Databases, Production Schedules, Project Management, Customer Service, Customer Support, Compliance, Standards Compliance
Education
DeVry Institute of Technology 1986 — 1989
Bachelor of Science (BS), Computer and Information Systems Security/Information Assurance
J.P. Morgan April 2013 - Present
HSBC Securities Services May 2010 - September 2012
HSBC Securities Services July 2008 - May 2010
Citco Fund Services August 2006 - July 2008
SS& C Technology Inc September 2004 - May 2006
The Northern Trust Bank January 2001 - November 2003
Skills
Proficient in Microsoft..., Accounting, Auditing, Account Reconciliation, Portfolio Management, Hedge Funds, Mutual Funds, Investments, Trading, Back Office, Fund Accounting, Bloomberg, Fund Of Funds, Fund Administration
Education
Dominican University 1997 — 2000
Bachelor's degree, Accounting
J.P. Morgan December 2005 - Present
Education
DeVry University-Ohio
Bachelor of Business Administration (B.B.A.), Information Technology Project Management
J.P. Morgan October 2013 - Present
http://gamesbykevin.com January 2012 - Present
Siteworx, LLC March 2013 - October 2013
WebQA June 2009 - January 2012
CompuSystems November 2007 - February 2009
Synergy Solutions Inc. October 2005 - November 2007
Education
DeVry University 2001 — 2005
Bachelor's Degree, Computer Information Systems
J.P. Morgan 2010 - 2013
Education
DeVry University-Ohio 2008 — 2011