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.
J.P. Morgan Salaries. You can even request information on how much does J.P. Morgan pay if you want to. Learn about salaries, pros and cons of working for J.P. Morgan directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
22,051 J.P. Morgan employees in database. Find out everything there's to know about J.P. Morgan employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
J.P. Morgan Employees
Peace Corps February 2015 - Present
JPMorgan Chase June 2014 - February 2015
J.P. Morgan August 2012 - June 2014
A Book To Call My Own Book Drive August 2007 - May 2012
Kaiser Permanente June 2011 - August 2011
Target August 2010 - May 2011
U.S. Department of Commerce August 2010 - May 2011
Arizona State University August 2009 - May 2011
Target June 2010 - August 2010
Bath and Body Works June 2008 - May 2010
Skills
Creative Problem Solving, Community Relations, Market Research, Event Planning, Community Outreach, Cultural Awareness, Intercultural..., Community Development, Data Analysis, PowerPoint, Process Improvement, Customer Service, Access, Budgets, Spanish, Sourcing, Event Management, Leadership, Social Networking, Fundraising, Management, Merchandising, Marketing, Public Speaking, Supply Chain Management, Leadership Development, Social Media, Microsoft Excel, International Relations, Public Relations, Research, Time Management, Analysis, Team Leadership
Education
Arizona State University 2009 — 2012
B.S. Supply Chain Management & B.S. Business Management, Business
Universidad Latina de Costa Rica 2011 — 2011
Business
Arizona State University West 2008 — 2009
Central High School 2004 — 2008
International Studies Magnet Program
J.P. Morgan March 2012 - Present
Bijoux Marie September 2009 - Present
Thirty-One Gifts March 2011 - February 2012
D Afrique Group Inc January 2010 - March 2011
City of Columbus July 2007 - June 2009
Entrepreneurial Ventures January 2000 - January 2007
Qwest Communications January 1999 - January 2001
Lucent Technologies January 1988 - January 1999
Skills
Program Management, Process Improvement, Cross-functional Team..., PMP, Team Building, Budgets, Visio, Project Planning, Microsoft Office, Change Management, CRM, Project Portfolio..., Business Analysis, Leadership, Software Project..., Certified Scrum Master..., Managerial, Agile Project Management, Strategic Planning, Financial Analysis, Strategic Financial..., Managerial Finance, Corporate Communications, Creative Problem Solving, Capital Budgeting, Analysis, Business Performance..., SDLC, Supervisory Experience, Project Management, Contract Negotiation, Client Relationship..., Business Metrics, Change Initiatives, Financial Management, Financial Planning, Budget Management, Management
Education
Stevens Institute of Technology 1998 — 1998
Master's Certification, Project Management
Ashland University 1994 — 1996
MBA, Business Administration
Capital University 1990 — 1994
Bachelor of Arts, Computer Science, Business Administration
J.P. Morgan August 2015 - Present
J.P. Morgan March 2015 - August 2015
J.P. Morgan June 2014 - August 2014
Arizona State University August 2013 - June 2014
CompuGroup Medical USA - Controlling Department June 2012 - December 2012
Noteworthy September 2009 - October 2009
Skills
Financial Markets, Finance, Managerial Finance, Economics, Portfolio Management, International Economics, Bonds, Financial Accounting, Asset Allocation, Financial Modeling, Financial Analysis, Business Valuation, Investment Banking, Private Banking, Market Research, Equities, Capital Markets, Research, Microsoft Excel, PowerPoint
Education
Arizona State University, W. P. Carey School of Business 2012 — 2014
Bachelor of Applied Science (BSc), Finance and Economics, GPA: 4.00
Scottsdale Community College 2010 — 2012
Associate's Degree in Business; Arizona General Education Curriculum B, GPA 4.00
J.P. Morgan June 2014 - Present
Angel Oak Capital Advisors, LLC February 2014 - June 2014
Georgia State University January 2013 - May 2014
550 Trackside An Historic Event Facility May 2010 - May 2014
2 College Guys May 2010 - April 2014
RH Buchanan & Co. Asset Management June 2013 - October 2013
Heard Electric Company May 2009 - August 2009
Skills
Finance, Marketing Communications, Analysis Reports, Teamwork, Leadership, Microsoft Excel, Sales, Time Management, Management, PowerPoint, Access, Customer Service, Microsoft Word, Microsoft Office, C++, R, Equity Trading, Trading Strategies, Options Strategies, Quantitative Finance, Quantitative Investing, Investment Strategies, Investments, Economics, Asset Management, Portfolio Management, Data Analysis, Financial Analysis, Research, Analysis, Financial Modeling
Education
Georgia State University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Auburn University 2009 — 2011
Wireless Engineering
Greater Atlanta Christian School 2000 — 2009
Pasco United Methodist Church September 2013 - Present
United Theological Seminary July 2013 - Present
Citi 2012 - June 2013
Highway Hills United Methodist Church 2006 - May 2013
J.P. Morgan 2008 - 2012
Phil. Depository & Trust Corp., PDS Group 2004 - 2008
Standard Chartered Bank 1994 - 2004
Allied Banking Corporation 1992 - 1994
Skills
Securities, Fixed Income, Banking, Financial Services, Equities, Mutual Funds, Cash Management, Capital Markets, Trading, Financial Markets, Portfolio Management, Hedge Funds, Risk Management, Asset Management, Investment Banking, Financial Analysis, Corporate Finance, Relationship Management, Asset Managment, Retail Banking, Financial Risk, Religion, Preaching, Youth Ministry, Church Administration, Church Growth, Securities Market, Community Outreach, Theology, Management, Public Speaking, Nonprofits
Education
Ateneo de Manila University 1987 — 1991
Bachelor of Arts (B.A.), Management Economics
Holy Angel University
High School
The University of Texas at Dallas June 2014 - Present
J.P. Morgan August 2013 - Present
Alcatel-Lucent September 2012 - August 2013
TSYS June 2012 - July 2012
Advantage Professional September 2011 - May 2012
J & R Fleet Services May 2011 - August 2011
Arizona State University January 2010 - May 2011
Skills
Foreign Languages, Call Center, Cold Calling, Behavioral Interviewing, Presentations, Inventory Control, PowerPoint, Microsoft Excel, Microsoft Office, QuickBooks, Career Counseling, Time Management, Event Planning, Teamwork, Microsoft Word, Customer Service, Social Networking, Social Media, Leadership, Management
Education
The University of Texas at Dallas 2011 — 2013
Bachelor's Degree, Finance and Marketing, 3.404
Arizona State University 2009 — 2011
Business Communication
J.P. Morgan September 2013 - January 2015
Consultant May 2011 - September 2013
BNP Paribas October 2007 - February 2011
CALYON - Credit Agricole Corporate and Investment Banking February 2007 - September 2007
Citigroup June 2006 - January 2007
Trader Classified Media June 2005 - August 2005
Prytanée National Militaire September 2002 - May 2003
JPMorgan Chase November 1996 - May 2002
Skills
Brazilian Portuguese, Spanish, French, Latin America, Latin American culture, Equity Derivatives, Fixed Income, Derivatives, Dodd-Frank, ISDA, ISDA negotiations, Latin American Business, Account Reconciliation, Data Analysis, Databases, Microsoft Excel, Access, Pivot Tables, Vlookup, Murex, Calypso, Translation, Confirmation, Total Return Swaps, ABS, CDX, Bespoke, Index Options, Bonds, CDS, Bloomberg, Bloomberg Terminal, ICE, KYC, AML, Compliance, Legal Issues, Documentations, Letters of Credit, Front to Back Office, Middle Office, Private Client Services, Payments, Cashflow Analysis, Investment Banking
Education
Thunderbird School of Global Management 2004 — 2005
MBA, International Management; Finance and Marketing
University of Geneva 1999 — 2002
Certificate, Summer School - French
Arizona State University 1997 — 2002
Bachelor of Science, Economics
J.P. Morgan October 2013 - Present
Societe Generale January 2013 - August 2013
AllianceBernstein -- Sanford C. Bernstein July 2012 - September 2012
VENCON MANAGEMENT September 2011 - December 2011
Product Development Co-op in DOW CORNING September 2009 - April 2010
Skills
Bloomberg Terminal, C++, C, Excel, Word, PowerPoint, Matlab, Mathematica, VBA, Mandarin, Cantonese, Fluent English, Microsoft Excel, Bloomberg, SAS, Quantitative Finance, English
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
Master, Quantitative Finance, 3.8/4.0
Washington University in St. Louis 2010 — 2011
Master, Electrical Engineering, Concentrate in Applied Physics & Optics, 3.7/4.0
Arizona State University 2009 — 2010
Bachelor, Electrical Engineering GPA: 3.76
Huazhong University of Science and Technology 2006 — 2010
Bachelor, Electrical and Electronics Engineering
J.P. Morgan June 2013 - Present
J.P. Morgan January 2013 - April 2013
Northwestern Mutual May 2012 - December 2012
Skills
Finance, Risk Management, Asset Allocation, Securities, Portfolio Management, Financial Modeling, Time Management, Microsoft Office, Microsoft Word, Financial Risk, Microsoft Excel, Wealth Management..., PowerPoint, Leadership
Education
Arizona State University, W. P. Carey School of Business 2009 — 2013
Bachelor of Science (BS), Finance
Arizona State University, W. P. Carey School of Business 2009 — 2013
Certificate, International Business
J.P. Morgan January 2010 - January 2015
JPMorgan Chase & Co. January 2004 - January 2010
G&S Trading January 2002 - January 2004
Cahners Publishing January 2001 - January 2002
Intercept Litigation Support Services January 1985 - January 2000
Skills
Customer Service, Sales, Management, Leadership, Banking, Marketing, Strategic Planning, Project Management, Financial Analysis, Sales Management, Personal Finance, Financial Planning, Operations Management, Operational Planning, Credit Risk, Credit Management, Training, Employee Learning &..., Learning Disabilities, Learning Management, Risk Analysis, Compliance Management, Team Building, Coaching, Financial Services, Risk Management, Finance, Performance Management
Education
Ashford University 2013 — 2015
Master of Arts (M.A.), Organizational Management, 4.0
Ashford University 2010 — 2014
Bachelor of Arts (B.A.), International Business, 3.91
Palo Alto College 1986 — 1988
Aviation
J.P. Morgan August 2015 - Present
US Navy Reserve, SEAL Team 17 March 2014 - Present
MCMDIV Three One December 2012 - January 2014
US Navy November 2009 - November 2011
US Navy March 2008 - November 2009
US Navy February 2005 - March 2008
US Navy February 2003 - February 2005
Merrill Lynch January 2002 - May 2002
Skills
Military, Counterterrorism, Defense, DoD, Force Protection, Government, Homeland Security, Intelligence Analysis, Leadership, Military Experience, Military Operations, National Security, Military Training, Navy, Operational Planning, Operations Management, Organizational..., Program Management, Security Clearance, Special Operations, Tactics, Top Secret, Weapons, Command, Exercises, Security Operations, Readiness, Maritime Security, Joint Military..., Training, Personnel Supervision, Explosives, Weapons Training, SCI Clearance, Weapons Handling, Intelligence, Team Leadership
Education
Auburn University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Old Dominion University - College of Business and Public Administration 1998 — 2002
BS, Finance
Battle Mountain High School 1994 — 1997
Diploma
J.P. Morgan Asset Management May 2011 - Present
J.P. Morgan June 2010 - May 2011
J.P. Morgan August 2009 - June 2010
Shearer's Foods, Inc. May 2009 - August 2009
Abercrombie & Fitch May 2008 - August 2008
The Scotts Miracle-Gro Company January 2008 - May 2008
Abercrombie & Fitch July 2005 - May 2008
Skills
Series 7, Series 63, Finance, Mutual Funds, Fiduciary, Economic Knowledge, Customer Service, Investments, Consultative Sales..., Asset Allocation, Investment Management, Competitive Positioning, Microsoft Excel, Marketing, Brand Management, Leadership, 529 Plans, Retirement, ETFs, Research, Merchandising, Social Media, Visual Merchandising, Microsoft Office, Portfolio Management, Series 6, Management, PowerPoint, Event Planning, Relationship Management
Education
Ashland University 2005 — 2009
BSBA, Marketing and Fashion Merchandising
Westerville South High School 2001 — 2005
Goldman Sachs June 2015 - August 2015
J.P. Morgan November 2014 - November 2014
Ironwood Investment Counsel, LLC May 2014 - July 2014
J.P. Morgan January 2014 - April 2014
Housing Bank for Trade and Finance December 2013 - January 2014
Skills
Bloomberg Terminal, SPSS Statistics Platform, Microsoft Excel, Thomson Reuters Dealing..., Investment Banking, Wealth Management, Investments, Financial Analysis, Financial Advisory, Microsoft Office, Teamwork, Team Leadership
Education
Arizona State University, W. P. Carey School of Business 2012 — 2016
Bachelor's Degree, Economics and Finance
Barrett, The Honors College at ASU 2012 — 2016
Honors Economics and Finance
Harvard University 2013 — 2013
Credits Transfer
American Community School 2004 — 2012
American Diploma
FiREapps January 2015 - Present
FiREapps June 2013 - Present
J.P. Morgan August 2012 - November 2012
FiREapps May 2012 - August 2012
Tucson Toros March 2009 - September 2009
Lincoln Pro Baseball - Saltdogs June 2008 - February 2009
Milwaukee Brewers Baseball Club February 2008 - May 2008
St. Joe Black Snakes April 2007 - August 2007
Philadelphia Phillies August 2004 - March 2007
Skills
Portfolio Management, Analysis, Asset Allocation, Capital Markets, Investments, Corporate Finance, Finance, Valuation, Marketing
Education
Arizona State University 2010 — 2013
Bachelor of Science (BS), Accounting, Finance
W. P. Carey School of Business, Arizona State University 2010 — 2013
Bachelor of Science; Bachelor of Science, Finance; Accounting
Relief Solutions International June 2015 - Present
ABC Financial Services February 2015 - May 2015
J.P. Morgan January 2009 - January 2015
JPMorgan Chase November 2001 - June 2003
El Chico Mexican Cafe # 37 June 1998 - November 2001
Skills
Process Improvement, Vendor Management, Call Center, Business Analysis, Operations Management, Performance Management, Change Management, BPO, Project Management, Customer Experience, Customer Service, Customer Satisfaction, Call Centers, Banking, Leadership, Service Delivery, Outsourcing, Business Process..., CRM, Workforce Management, Forecasting, Management, Team Leadership, Customer Retention, Team Management, Analysis
Education
University of Louisiana at Monroe and Arizona State University Schools of Business 1997 — 2001
Marketing
Arizona State University 1996 — 1997
Fidelity Investments January 2015 - Present
Schwab Private Client Investment Advisory, Inc. November 2014 - January 2015
Charles Schwab July 2008 - January 2015
Fidelity Investments 2007 - 2008
J.P. Morgan 2005 - 2007
Talbots 2001 - 2005
American Century Investments 1993 - 2001
Education
Art Institute of Colorado
University of Denver
Bachelor of Business Administration (BBA), Marketing
J.P. Morgan September 2014 - Present
Skills
Business Analysis, Investment Banking, Strategy, Software Project..., Product Management, Fixed Income, Derivatives, Bonds, Telecommunications, Program Management, Capital Markets, Process Engineering, SQL, Interest Rate Swaps, Pre-sales, Sales Operations, Government Securities, Repos, Sales, Derivative Operations, Agile Methodologies, Marketing Strategy, SDLC, Flex, Java, User Experience Design, Big Data Analytics, Management, Analysis, Project Management, Business Strategy, CRM, Analytics, Requirements Analysis, Vendor Management, Banking, Integration, Finance, Oracle, Financial Services, IT Strategy, Databases, Trading Systems
Education
General Assembly 2015 — 2015
Short Course, Digital Marketing
General Assembly 2014 — 2015
Digital Marketing, Digital Marketing
Nanyang Technological University 2005 — 2007
Master of Business Administration (MBA), Business Administration (Business Strategy)
ESSEC - ESSEC Business School 2006 — 2006
Short Program, Luxury Brand Management
Ateneo de Manila University 1997 — 2001
BS, Management Information Systems
General Assembly
Digital Marketing
J.P. Morgan April 2014 - Present
NYCB August 2006 - December 2013
Capital One August 1993 - July 2006
Skills
Finance, Banking, Management, Marketing, Customer Service, Operations Management, Team Leadership, Sales Management, Retail Banking, Business Development, Communication Skills, Community Development, Managerial Finance, Personal Finance, Sales Operations, Sales Process, Account Management, Service Quality, Business Strategy, Employee Training, Leadership, Training, Risk Management, Financial Audits, Credit, Financial Analysis, Strategic Planning
Education
Center for Financial Training 2008 — 2010
Banking and Finance
Ashford University 2006 — 2008
Bachelor of Arts (B.A.), Organizational Management, General
College of Staten Island 1999 — 2004
Bachelor of Arts (B.A.), Early Childhood Education and Teaching
Kingsborough Community College 1995 — 1998
Associate of Arts and Sciences (A.A.S.), Education
PS 160 1982 — 1992
High School Attest
BASF Admixtures January 2014 - Present
BASF July 2005 - December 2013
J.P. Morgan January 2003 - June 2005
Charles Schwab February 2000 - January 2002
Skills
Technical and Sales..., Strategic Communications, Internal Communications, Reducing Operating Costs, Technical Support, Troubleshooting, Team Leadership, Business Development, Management, Project Management, Sales, Sales Management, Building Materials, Strategic Planning, Manufacturing, New Business Development, Contract Negotiation, Negotiation
Education
Arizona State University 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Management
J.P. Morgan September 2012 - Present
Skills
Secretarial skills, CNA..., Call Centers, Leadership, Microsoft Office, Customer Service, Banking, Leadership Development, Microsoft Excel, Sales, Training, Team Building, Social Media
Education
Ashford University 2012 — 2014
Bachelors of Art, Psychology
J.P. Morgan February 2013 - Present
Skills
Financial Analysis, Financial Modeling, Account Management, Accounting, Valuation, Microsoft Excel, Microsoft Office
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance
J.P. Morgan July 2013 - Present
American Association of Hispanics in Higher Education March 2009 - July 2013
J.P. Morgan June 2012 - August 2012
Skills
Research, Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Public Policy, English, Politics, Community Outreach
Education
Arizona State University, W. P. Carey School of Business 2008 — 2013
Bachelor of Arts (B.A.), Bachelor of Science (B.S.), Business (Global Politics), Finance
Princeton University 2011 — 2011
Public Policy and International Affairs Fellowship, PPIA Junior Summer Institute
J.P. Morgan June 2015 - Present
Wells Fargo June 2014 - August 2014
US Army July 2010 - August 2013
US Army February 2012 - October 2012
Skills
Military Operations, Situational Awareness, Combat, Security, Weapons, Adaptability, Analysis, Financial Analysis, Teamwork, Time Management, Social Networking, Public Speaking, Microsoft Office, Customer Service, Social Media, Team Leadership, Training, Facebook, Research
Education
DePaul University 2013 — 2016
Bachelor of Business Administration, Finance, Junior
Ashford University 2012 — 2013
Bachelor of Business Administration (BBA), Business/Managerial Economics
Protiviti June 2013 - Present
Chase Wealth Management 2013 - 2013
J.P. Morgan February 2004 - 2013
Skills
Investments, Credit Analysis, Financial Modeling, Strategic Financial..., Risk Management, Financial Statement..., Lending Solutions, Financial Analysis, Compliance, Consulting, Project Management, Internal Audit
Education
University of New Orleans 2006 — 2008
Master of Business Administration (MBA), Finance, General
Auburn University 1996 — 2000
Bachelor of Science (BSc), Aviation/Airway Management and Operations
J.P. Morgan July 2015 - Present
JPMorgan Chase June 2014 - August 2014
HSBC March 2013 - June 2013
Skills
Banking, Economics, Financial Analysis, Derivatives, Teamwork, Corporate Finance
Education
Athens University of Economics and Business 2010 — 2014
Bachelor's degree, Economics
Université Montpellier I
Bachelor's degree, Economics
J.P. Morgan June 2014 - Present
J.P. Morgan May 2013 - May 2014
Wells Fargo Financial Advisors December 2011 - May 2012
Arizona State University Sports Business Association August 2010 - May 2012
Financial Management Association at Arizona State University August 2010 - May 2012
MLB Network 2012 - 2012
Skills
Business Communications, Time Management, Portfolio Management, Sports Management, Microsoft Excel, Wealth Management, Baseball, Sponsorship, Facebook, Public Relations, Social Networking, Finance, Contract Negotiation, Management, Sports, Financial Analysis, Marketing, Athletics, Leadership, Social Media, Event Planning, Data Analysis, Sports Marketing
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
Bachelor of Science, Finance, Summa Cum Laude
East Islip High School 2004 — 2008
Goldman, Sachs & Co. July 2014 - Present
J.P. Morgan February 2013 - June 2014
J.P. Morgan February 2011 - February 2013
Citco Fund Services December 2010 - February 2011
Citco Fund Services June 2008 - December 2010
Merrill Lynch May 2007 - September 2007
Education
Auburn University, College of Business
BSBA, Finance
Saint Andrew's High School
ALPFA at ASU Foundation January 2015 - Present
PLS Logistics Services October 2014 - Present
Morgan Stanley June 2013 - August 2013
J.P. Morgan September 2012 - December 2012
Fidelity Investments June 2012 - September 2012
Credit Suisse May 2012 - May 2012
Morgan Stanley April 2012 - April 2012
Edward Jones November 2011 - April 2012
Arden Reed August 2011 - April 2012
Goldman Sachs June 2011 - June 2011
Education
Arizona State University, W. P. Carey School of Business
B.S., Economics & Management
eSquared Communication Consulting November 2011 - Present
eSquared Communication Consulting February 2011 - November 2011
eSquared Communication Consulting November 2010 - February 2011
ASP Billing January 2008 - November 2010
Microchip Technology September 2009 - August 2010
J.P. Morgan July 2009 - January 2010
Countrywide Mortgage April 2008 - August 2008
Wells Fargo Bank April 2006 - January 2008
Skills
Financial Analysis, Accounting Research, Economics, Econometrics, Business Strategy, Excel, Financial Modeling, Data Analysis, Budgeting, Microsoft Excel
Education
Arizona State University 2006 — 2010
Economics
Merrill Lynch March 1999 - Present
J.P. Morgan July 1997 - March 1999
Alex Brown June 1994 - July 1998
Skills
Series 7, Retirement Planning, Asset Allocation, Investment Advisory, Alternative Investments, 401k, Strategic Financial..., Estate Planning, Investment Management, Investment Strategies, Retirement, Securities, FINRA, IRAs, Financial Planners, Financial Planning
Education
Auburn University 1979 — 1983
Business, Accounting
J.P. Morgan July 2009 - Present
Wells Fargo 2002 - 2009
Skills
Chartered Financial..., Certified Financial..., Alternative Investments, Asset Allocation, Investment Advisory, Investment Management, Investments, Mutual Funds, Portfolio Management, Securities, Series 63, Series 7, Wealth Management, Asset Management, Equities, Financial Services, Fixed Income
Education
Appalachian State University 1980 — 1984
Bachelor of Business Administration (B.B.A.), Finance, General
J.P. Morgan November 2010 - Present
J.P. Morgan May 2010 - November 2010
BlackRock November 2007 - May 2010
State Street Australia Ltd November 2003 - November 2007
Skills
Fund Accounting, Hedge Funds, Fixed Income, Portfolio Management, Equities, Investments, Securities, Alternative Investments, Asset Management, Derivatives, Investment Management, Mutual Funds, Financial Services, Fund Administration
Education
Macquarie University
Masters of Applied Finance
Kaplan Higher Education (PostGrad) 2008 — 2010
Graduate Certificate in Applied Finance, Applied Finance
University of Technology, Sydney 2004 — 2006
Graduate Bridging Course, Accounting
Ateneo de Davao University 1995 — 1999
Bachelor of Science in Accountancy, Accounting
CDHopkins September 2011 - March 2012
Marty Mitchell Film Consulting August 2010 - October 2011
Heyscripty.com March 2010 - May 2011
JPMorgan Chase July 2006 - February 2010
J.P. Morgan June 2006 - January 2010
Marsh and McLellen Companies June 2003 - June 2006
Marsh June 2002 - May 2006
Gotham City Improv 2000 - 2002
Skills
High Net Worth..., Managed Accounts, Alternative Assets
Education
Cinema Arts Tech 2010 — 2011
Script Supervisor, Script Supervisor
Arizona State University 1992 — 1996
BA, History
Princeton High School 1984 — 1988
Arizona State University
B.A
Flodraulic Group September 2014 - Present
J.P. Morgan September 2011 - August 2014
BTIG Fixed Income Capital Markets June 2010 - August 2010
M&I Bank January 2006 - July 2009
Flodraulic Group 2001 - 2006
Skills
Financial Modeling, Capital Markets, Due Diligence, Corporate Finance, Finance, Financial Analysis, Investment Banking, Investments, Portfolio Management, Valuation, Strategy, Strategic Planning, Business Development, Management, Mergers, Business Strategy, Banking, Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
MBA, FInance
Hong Kong University of Science and Technology - School of Business and Management 2010 — 2010
China Business Program
Arizona State University - W. P. Carey School of Business 2002 — 2006
B.S., Dual Major in Finance and Marketing
Wells Fargo Home Mortgage March 2013 - Present
J.P. Morgan February 2012 - March 2013
US Preferred Realty August 2007 - March 2013
Careerbuilder.com June 2008 - March 2009
Countrywide Full Spectrum Lending September 2007 - April 2008
Countrywide Full Spectrum Lending December 2005 - September 2007
Skills
Short Sales, First Time Home Buyers, Real Estate, Real Estate Transactions, Buyer Representation, Mortgage Lending, Referrals, Investment Properties
Education
Arizona State University 1998 — 2002
Bachelor of Science, Business - Computer Information Systems
Prudential Financial June 2015 - Present
J.P. Morgan March 2015 - June 2015
J.P. Morgan March 2012 - March 2015
J.P. Morgan October 2007 - February 2010
J.P. Morgan June 2007 - October 2007
Skills
Series 7, Series 63, Series 99, Fixed Income, Customer Service, Leadership, Bloomberg, Microsoft Excel, Visual Basic, Financial Analysis, Process Improvement, Problem Solving, Project Management, Microsoft Access, Microsoft Word, PowerPoint, Asset Management, Trading, Hedge Funds, Investment Banking, Finance, Derivatives, Equities, Investments, Securities, Portfolio Management, Agile Methodologies, Scrum, Product Management
Education
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science (B.S.), Economics
Asbury Theological Seminary 2010 — 2012
CSC - North American Public Sector (NPS) September 2014 - Present
SimpBiz Software Solutions Inc June 2014 - August 2014
Short North Coffee House March 2014 - June 2014
Ytek solutions Inc March 2014 - May 2014
J.P. Morgan January 2014 - March 2014
project4.0 September 2013 - December 2013
Huntington National Bank July 2012 - May 2013
roll: On Main St July 2011 - May 2012
Skills
SAP ERP, SAP MM Module, SAP Warehouse Management, Design Thinking, Integration, Materials Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Team Leadership, Digital Photography, Logo Design, Risk Management, Cash Management, Customer Experience, Project Management, SAP R/3, Analysis, SAP, Leadership, ERP, Business Process, Business Analysis, Management
Education
Ohio State University 2009 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Logistics, Materials, and Supply Chain Management
Arizona State University 2008 — 2009
J.P. Morgan January 2013 - Present
J.P. Morgan June 2009 - December 2012
Keefe, Bruyette & Woods, Inc. June 2007 - August 2007
Nelson Mullins Riley & Scarborough, LLP June 2006 - August 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Due Diligence, Investments, Mergers & Acquisitions, Securities, Series 7, Alternative Investments, Series 63, Financial Reporting, Financial Accounting, DCF Valuation, Valuation Modeling, Equity Valuation, Corporate Law, Business Valuation, Company Valuation, Investment Valuation, Restructuring, Securities Regulation, Reverse Mergers, Securities Offerings, Public Equity Offerings, Debt & Equity Financing, Strategic Negotiations, Contract Negotiation
Education
University of Virginia - Darden Graduate School of Business Administration 2006 — 2009
Master of Business Administration (MBA), Finance, General, Top 10% of graduating class
University of Virginia School of Law 2005 — 2009
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Auburn University 2001 — 2005
Bachelor of Science in Business Administration, Business/Managerial Economics
J.P. Morgan June 2008 - Present
J.P. Morgan January 2000 - June 2008
Skills
Lotus Notes, Outlook, Administrative..., Microsoft Excel, PowerPoint, Access, Microsoft Word, Microsoft Office, Time Management, PeopleSoft, Customer Service, Data Entry, Office Management, Banking, Office Administration, Event Planning, Finance, Invoicing, Teamwork, Leadership
Education
Arizona State University 2009 — 2013
Bachelor of Interdisciplinary Studies, Business, Public Administration and Public Management, Minor in Communications
Northwestern Business College, Chicago, Illinois
Associate's degree, Business Administration and Management, General
J.P. Morgan January 2013 - Present
RBC Wealth Management July 2012 - January 2013
J.P. Morgan Asset Management July 2009 - July 2012
J.P. Morgan May 2008 - August 2008
Skills
Series 7, Asset Allocation, Investments, Financial Analysis, Series 63, Finance
Education
Auburn University 2005 — 2009
BS, Finance
W. P. Carey School of Business May 2013 - Present
J.P. Morgan June 2014 - August 2014
H & P Consulting LLC January 2013 - January 2014
Valley Savers Mortgage LLC May 2010 - December 2013
ASCEND at Arizona State University August 2012 - August 2013
Skills
Accounting, CSS, HTML, Microsoft Applications, MySQL, PHP, OpenERP, Linux Server, Photoshop, Marketing, Analysis, Web Design, Web Applications, Financial Analysis, Microsoft Word, Sales, PowerPoint, JavaScript, Microsoft Office, Microsoft Excel, Data Analysis
Education
Arizona State University, W. P. Carey School of Business 2012 — 2016
Bachelor of Science, Computer Information Systems and Accounting
North Canyon High School
J.P. Morgan July 2012 - July 2015
New Venture Group September 2009 - May 2012
Miller Russell Associates August 2011 - December 2011
J.P. Morgan June 2011 - August 2011
ASU Student Investment Management Fund April 2010 - May 2011
Chandler Tennis Center October 2007 - May 2011
Goldman Sachs June 2010 - August 2010
Skills
Investments, Economics, Finance, Private Banking, Microsoft Excel, Analysis, PowerPoint, Asset Allocation, Portfolio Management, Management, Organizational..., Management Consulting, Leadership, Coaching & Mentoring, Public Speaking, Financial Analysis, Financial Modeling, Microsoft Office, Data Analysis
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (MBA), Strategy Consulting
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science, Economics, Finance, Magna Cum Laude
Barrett, The Honors College 2008 — 2012
Certificate, Honors Business Consulting
University of Economics in Prague 2009 — 2009
Certificate, International Business
Chandler High School 2004 — 2008
J.P. Morgan October 2014 - Present
Bank of the Philippine Islands 2010 - 2012
Bank of the Philippine Islands 2009 - 2010
Bank of the Philippine Islands 2006 - 2009
Novotech Builders and Developers Corp. 2003 - 2004
Maybank 2001 - 2003
Skills
Trading, Financial Markets, Banking, Capital Markets, Credit, Equities, Finance, Swaps, Financial Modeling, Loans
Education
Fordham University 2014 — 2014
Master of Science (M.S.), Global Finance
De La Salle University 2004 — 2005
Master of Science (M.S.), Computational Finance
Ateneo de Manila University 1997 — 2001
Bachelor of Arts (B.A.), Management Economics
J.P. Morgan October 2012 - Present
Citi July 2011 - October 2012
FIS Group May 2010 - July 2010
Philamlife June 2008 - June 2009
Philamlife May 2005 - May 2008
Philamlife May 2004 - April 2005
Skills
Valuation, Investments, Financial Modeling, Corporate Finance, Economics, Financial Markets, Due Diligence, Investment Banking, Financial Analysis, Equity Research, Actuarial Science, Product Development, Pricing, Actuarial Exams
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
Ateneo de Manila University 2000 — 2004
AB Economics Honors
Regions Financial Corporation October 2014 - Present
J.P. Morgan May 2013 - October 2014
Locke Lord LLP June 2011 - May 2013
Phil Martin Affiliates May 2010 - June 2011
Hall Strategies January 2010 - May 2010
Skills
Public Relations, Analytics, Research, Customer Relations, Market Planning, Advertising, Customer Service, Market Research, Press Releases, Strategy, Marketing
Education
NYU, School of Continuing and Professional Studies
Auburn University, College of Business 2005 — 2009
Bachelor of Science
American Express January 2015 - Present
Citi May 2014 - December 2014
American Airlines February 2013 - May 2014
USAA February 2011 - February 2013
J.P. Morgan February 2010 - February 2011
Desert Schools Federal Credit Union December 2007 - February 2010
Skills
Finance, Customer Service, Investments, Financial Analysis, Financial Modeling, Microsoft Office, Banking, Forecasting, Microsoft Excel, Financial Planning, Strategic Financial..., Financial Services, Microsoft Word, Financial Risk, Financial Advisory, Financial Reporting, Process Improvement, Call Centers, Essbase, Strategic Planning, Microsoft Powerpoint, Hyperion Reports, Hyperion Planning, Oracle, Financial Forecasting, Managerial Finance, Outlook, Analysis, Human Resources, Executive Compensation..., Incentive Programs, Compensation & Benefits
Education
Keller Graduate School of Management of DeVry University 2013 — 2014
Graduate Certificate, Project Management
Grand Canyon University 2010 — 2012
Master of Business Administration (M.B.A.), Human Resources Management and Services
Arizona State University 2005 — 2010
Bachelor of Science (BS), Global Business Marketing
J.P. Morgan September 2010 - Present
Mayfair Advisors Llc July 2009 - August 2010
Hudson Valley Dog Sanctuary (HVDogS) July 2009 - August 2010
NCO Group July 2007 - July 2009
J.P. Morgan March 1986 - December 2007
Skills
Banking, Product Development, Product Marketing, Sales Management, Strategic Leadership, Business Management, Key Account Management, Non-profits, New Business Development, Negotiation, Volunteer Management, Board Development, Charities, Financial Institutions, Management, Loan Servicing, Corporate Trust, Structured Finance, ABS, MBS, Collateral Management, Derivatives, Financial Markets, Credit, Financial Services, Nonprofits, Finance, Fixed Income, Securitization, CRM, Capital Markets, Loans, Securities, Credit Derivatives, Structured Products, Bonds, Middle Office, CDO, Valuation, Securities Lending, Global Custody, Private Equity, Swaps, Settlement, Executive Management
Education
Arizona State University, W. P. Carey School of Business
B.S. Double Major: Finance, Accounting
Columbia University - Columbia Business School
Certificate; Strategic Sales Management / ELP
New York University - Leonard N. Stern School of Business
Certificate; Key Account Management / TGMLP
Associa August 2014 - Present
Residential Credit Solutions, Inc October 2012 - April 2013
J.P. Morgan June 2008 - July 2012
Ascension Capital Group October 2005 - June 2008
Skills
•Policy Process...
Education
Richland Community College 2015 — 2015
Certification, Financial Spreadsheets
Richland Community College 2015 — 2015
Certification, Principles of Lean Office
Arlington Career Institute 2005 — 2005
Certification, Legal Assistant/Paralegal
J.P. Morgan March 2013 - Present
Skills
Microsoft Office, Research, Budgets, Customer Service, Event Planning, Leadership Development, Microsoft Excel, Project Management, Higher Education, Strategic Planning, Microsoft Word, Team Building, Public Speaking, Coaching, Leadership, PowerPoint, Organizational..., Outlook, Teaching, Training, Staff Development
Education
Ashford University 2010 — 2012
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
San Diego State University-California State University 2004 — 2008
Bachelor's Degree, Accounting and Business/Management
J.P. Morgan May 2015 - Present
Computershare March 2013 - May 2015
Georgeson October 2006 - March 2013
Euromoney Institutional Investor March 2005 - December 2006
Allenberg Cotton Co. February 2000 - August 2002
Skills
Financial Analysis, Strategic Planning, Emerging Markets, Investments, Market Research, Equities, Business Development, Financial Modeling, Project Management, Marketing Strategy, Investor Relations, Perception Studies, Leadership
Education
Penn State University 2008 — 2009
Master, Business Administration
Arkansas State University 1996 — 1999
Bachelor of Arts, Economics and minor, Political Science
JPMorgan Chase February 2015 - Present
J.P. Morgan January 2011 - February 2015
Bank of America January 2009 - December 2010
Bank of America May 2006 - January 2009
Skills
Loans, Mortgage Lending, Credit, Banking, Mortgage Banking, Credit Analysis, Loan Origination, Underwriting, Risk Management, Refinance, Quality Control, Internal Audit
Education
Arizona State University 2002 — 2006
Bachelor of Arts (B.A.), Communication, General
Sunrise Detox Center January 2013 - September 2014
Kadan Productions April 2010 - October 2010
Johns Hopkins University School of Nursing September 2007 - July 2009
Nortel Government Solutions August 2006 - July 2007
Scantibodies Laboratory, Inc October 2005 - June 2006
Sanders Ford September 2002 - October 2003
US Navy July 1999 - September 2002
Cantor Fitzgerald June 1998 - June 1999
J.P. Morgan June 1995 - June 1997
Skills
Administrative..., Office Management, Public Speaking, Calendars, Healthcare, Customer Service, Microsoft Excel, Payroll, Calendaring, Microsoft Office, Invoicing, Teaching, Confidentiality, Outlook, Event Planning, Accounts Payable, Accounts Receivable, Medical Terminology, Microsoft Word, Treatment, Data Entry, Spreadsheets, Travel Arrangements, Fax, Office Administration, Filing, Medical Records, Administrative Work, Telephone Skills, HIPPA, Expense Reports, Office Equipment, Administrative..., Nonprofits, Budgets, Access, Social Media, PowerPoint, Sales, Management, Training, Event Management, Interviews
Education
Champlain College 2014 — 2017
Bachelors of Science, Computer Forensics and Digital Investigations, 3.75
Ashford University 2010 — 2012
Associate of Arts (AA), Business
J.P. Morgan October 2014 - Present
J.P. Morgan March 2014 - August 2014
Citi August 2013 - January 2014
Pinsent Masons September 2011 - August 2013
Hill+Knowlton Strategies September 2010 - October 2010
McGrigors August 2009 - July 2010
Skills
Human Resources, Employee Engagement, Performance Management, Strategic HR, Leadership, Motivational Speaking, Project Management, Change Management, Business Analysis, Asset Management, Risk Management, Internal Controls, Legal Compliance, Talent Management, Equities, Investments, Microsoft Excel, MIS, Employee Relations, Finance, Teamwork, Microsoft Office, Management
Education
Aston University 2007 — 2011
Bachelor of Science (BSc), Business and Management, Upper Second Class (Hons)
St. Mary’s University, Twickenham 2013 — 2014
Post Graduate Certificate (PGC), Global Business Practice, Distinction
Moulsham High School 2000 — 2007
5 A-Levels and 10 GCSEs
Vanguard July 2014 - Present
Vanguard February 2014 - June 2014
YC'S Mongolian Grill May 2010 - June 2014
J.P. Morgan September 2013 - November 2013
Vanguard May 2013 - August 2013
YC'S Mongolian Grill July 2007 - May 2010
Skills
Customer Service, Microsoft Office, Asset Allocation, Time Management, Financial Analysis, Financial Statements, Bloomberg Terminal, Portfolio Management, Wealth Management, Finance
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Bachelor of Science (BS), Finance
InstaMaids October 2013 - Present
InstaMaids September 2012 - October 2013
J.P. Morgan February 2012 - October 2013
Bank of America February 2008 - October 2011
Skills
Leadership, Strategic Planning, Sales, Marketing, Customer Service, Consumer Goods, Management, Operations Management, Entrepreneurship, Business Planning, Training, Finance, Financial Analysis, Banking, Strategy, Business Development, PowerPoint, Negotiation, Social Networking, Microsoft Office, Microsoft Excel
Education
Ashford University 2011 — 2014
Marketing and Public Relations
AZ RK Movers August 2014 - Present
Ross Stores, Inc. October 2013 - March 2014
J.P. Morgan June 2009 - January 2013
McQueen Marketing October 2005 - July 2008
Skills
Communication, Management, Supervisory Skills, Leadership, Entrepreneurship, Graphic Design, Spanish, Translation, Marketing, Social Media, Public Speaking, Microsoft Excel, Adobe Creative Suite, Microsoft Office, Music Production, Multimedia, Music Performance, Multilingual, Interpersonal Skills, Collaborative Leadership, Team Building
Education
University of Arizona 2015 — 2016
Bachelor’s Degree, Communication, General, Senior
Arizona State University 2014 — 2015
Bachelor’s Degree, Communication, General, Junior
Chandler/Gilbert Community College 2009 — 2013
J.P. Morgan January 2015 - Present
J.P. Morgan March 2014 - January 2015
Bank of America October 2012 - March 2014
The Fahey Banking Company May 2012 - October 2012
Nexeo Solutions, LLC June 2011 - May 2012
The Commercial and Savings Bank February 2008 - June 2011
Skills
Account Management, Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Credit Risk, Customer Service, Finance, Financial Analysis, Financial Modeling, Financial Risk, Loan Origination, Loans, Management, Microsoft Excel, Microsoft Office, Mortgage Lending, Risk Management, Small Business Lending
Education
Ashland University 2010 — 2012
Masters of Business Administration, Finance
Kent State University 2005 — 2009
Bachelors, Business Administration
J.P. Morgan March 2015 - Present
A-T Solutions September 2012 - March 2013
Mission Essential Personnel, LLC May 2012 - September 2012
Centurum November 2010 - November 2011
US Army November 2006 - October 2010
Skills
Intelligence Analysis, JWICS, Military, Analyst Notebook, Counterinsurgency, Counterterrorism, HUMINT, Microsoft Office, Google Earth, Management, National Security, Leadership, Defense, Security Clearance, Military Operations, Intelligence Community, Military Experience, Analysis, Intelligence
Education
Arizona State University 2013 — 2015
Bachelor of Science (BS), Political Science
South Mountain Community College 2011 — 2013
Associate of Arts (AA)
Auburn University August 2015 - Present
J.P. Morgan September 2013 - July 2015
iGATE March 2012 - August 2013
Zignage June 2011 - September 2011
Zignage November 2010 - January 2011
Accelya Kale Solutions Limited April 2010 - July 2010
Accelya Kale Solutions Limited November 2007 - March 2010
Reliance Communications January 2006 - April 2006
Skills
Unix, SQL, C++, PL/SQL, Sybase, JUnit, Oracle
Education
Auburn University 2015 — 2017
Master of Science (MS), Computer Software Engineering
University of Mumbai 2002 — 2006
Bachelor of Engineering (B.E.), Electronics & Telecommunication
TE Connectivity June 2015 - Present
Arcadia University January 2012 - Present
J.P. Morgan May 2013 - June 2015
JPMorgan Chase September 2011 - May 2013
CIGNA International August 2005 - September 2011
JPMorgan January 2002 - March 2005
Richardson 2004 - 2005
First Union National Bank March 2001 - January 2002
Morgan Stanley Dean Witter April 2000 - March 2001
Frostburg State University June 1999 - February 2000
Skills
Organizational..., Leadership Development, Training, Leadership, Change Management, Organizational Design, Process Improvement, Human Resources, Strategy, Organizational..., Program Management, Instructional Design, Talent Management, Performance Consulting, Team Building, Cultural Transformation, Personnel Management, Coaching, International Training, Development Programs, Human Performance, Project Portfolio..., New Hire Orientations, Project Management, Onboarding, Management Consulting, Six Sigma, Lean Transformation, Employee Benefits, Globalization, Change Leadership, Global Expansion, Global Implementation, Human Capital Management, Implementing Processes, Succession Planning, Workshop Facilitation, Management, Analysis, Performance Management
Education
West Chester University of Pennsylvania 2004 — 2008
M.A., Industrial / Organizational Psychology
Arcadia University 1995 — 1999
B.A., Corp Comm / Human Resources
The University of Stirling 1998 — 1998
Human Resources
Garnet Valley High School 1991 — 1995
J.P. Morgan November 2014 - Present
WiSE (Women in Science and Engineering August 2013 - Present
Gidilounge June 2014 - August 2014
Growth Alternative in Action January 2013 - October 2013
Girls Leadership Academy of Arizona June 2012 - August 2013
Skills
MS Word, Excel &..., Excellent Verbal,..., Print Programming with..., Mentoring and..., Java, JavaScript, Microsoft Office, Programming, Windows, Microsoft Excel, PowerPoint, Photoshop, Microsoft Word, Teamwork, Public Speaking, Social Networking, Customer Service, Social Media, Event Planning, Leadership, Research
Education
Arizona State University 2012 — 2016
Bachelor of Science and Engineering, Computer Science
Dougherty Valley High School
Dougherty Valley High School
Dougherty Valley High School
J.P. Morgan June 2015 - Present
US Navy Reserve 2012 - Present
R&M Technology Solutions December 2013 - May 2015
Systems Planning and Analysis, Inc February 2013 - December 2013
Greencastle Associates Consulting June 2012 - January 2013
Villanova University June 2010 - June 2012
US Navy September 2009 - June 2010
US Navy February 2007 - September 2009
Skills
Navy, Security Clearance, Operational Planning, Military, DoD, Project Management, Leadership, Nuclear Engineering, Financial Analysis, Military Operations, Analysis, Life Cycle Assessment, Renewable Energy Systems, Nuclear, National Security, Budget Monitoring, Economic Data Analysis, Program Analysis, Defense, Renewable Energy, Renewable Energy Policy, Renewable Energy Markets, Energy, Valuation, Financial Modeling, Program Management
Education
The George Washington University - School of Business 2013 — 2015
MBA, Finance, Sustainable Business
Villanova University 2011 — 2013
M.S., Sustainable Engineering
Auburn University 2001 — 2005
B.A., Economics
Bregal Sagemount August 2015 - Present
Clear Growth Capital January 2014 - August 2015
J.P. Morgan June 2011 - January 2014
Skills
Valuation, Investment Banking, Investments, Private Equity, Equities, Asset Management, Equity Research, Capital Markets, Due Diligence, Portfolio Management, Mergers & Acquisitions, Financial Modeling, Asset Managment
Education
Arizona State University, W. P. Carey School of Business 2006 — 2010
BS (honors), Economics (major), Philosophy (minor), 3.7
J.P. Morgan December 2014 - Present
J.P. Morgan January 2013 - Present
J.P. Morgan April 2009 - January 2013
Skills
Risk Management, Securities, Access, Process Improvement, Vendor Management, Data Analysis, Business Analysis, Analysis, Financial Analysis, Microsoft Excel, Portfolio Management, Banking, Program Management, Software Documentation, Management
Education
Arizona State University
Bachelors of Science, Criminal Justice/Police Science
Chandler High School
J.P. Morgan June 2015 - Present
North High School June 2012 - Present
Nationstar Mortgage July 2013 - June 2015
Skills
Data Entry, Microsoft Office, Customer Service, Invoicing, Medical Terminology, Cpr Certified, Process Scheduler, Teamwork, Research, Public Speaking, Accounts Payable, Finale, FrontPage, PowerPoint, Microsoft Word, Time Management, Leadership, Social Media, Microsoft Excel
Education
Arizona State University 2009 — 2013
Bachelor's of Interdisciplinary Science, Secondary Education and Teaching
J.P. Morgan April 2015 - Present
Woodlands Securitities Corp. member FINRA & SIPC September 2008 - April 2015
Foxconn June 2007 - August 2007
Skills
Investments, Financial Analysis, Private Equity, Due Diligence, Financial Modeling, Mergers & Acquisitions, Venture Capital, Securities, Asset Management, Alternative Investments, Portfolio Management, Corporate Finance, Strategic Financial..., Sales, Customer Service
Education
Auburn University 2004 — 2008
Bachelor of Business Administration (BBA), International Business
Christian Brothers High School 2000 — 2004
High School
J.P. Morgan September 1998 - Present
Banc One Securities Corp January 1994 - August 1998
Bank One December 1992 - January 1994
Skills
Strategic Financial..., Process Improvement, Credit, Loans, Mortgage Lending, Microsoft Excel, Sales, Series 63, Customer Service, Program Management, Mortgage Banking, Portfolio Management, Series 7, Series 6, Credit Analysis, Financial Analysis, Team Leadership, Team Building, Banking, Leadership, Investments, Risk Management, Business Analysis, Analysis, Management, Financial Planning, Business Planning
Education
University of Phoenix 2009 — 2012
Bachelor of Science (B.S.), Business Administration, Management and Operations
Arizona State University
Accounting and Finance
Wells Fargo Advisors, LLC September 2013 - Present
J.P. Morgan April 2010 - September 2013
Wells Fargo Advisors January 2007 - May 2010
ELS 2005 - 2008
Skills
Corporate Finance, Finance, Insurance, Investments, Series 7, Portfolio Management, Retirement Planning, Wealth Management, Mutual Funds, Financial Services
Education
Ashford University 2011 — 2014
Finance
De Anza College 1998 — 2000
Films / Marketing
Morrow County Hospital October 2014 - Present
Tender Nursing Care March 2014 - October 2014
Grant Medical Center November 2013 - April 2014
J.P. Morgan April 2009 - May 2012
Skills
Customer Service, Healthcare, Research, Public Speaking, Microsoft Excel, Patient Safety, CPR Certified, Social Media, BLS, Strategic Planning, ACLS, Hospitals, Inpatient
Education
Ashland University 2012 — 2013
Bachelor of Science in Nursing, Registered Nursing/Registered Nurse
University of North Florida 1999 — 2004
Bachelor of Arts (B.A.), English Language and Literature, General
J.P. Morgan June 2014 - Present
J.P. Morgan May 2013 - August 2013
Clear Growth Capital August 2012 - December 2012
Arizona State University October 2011 - May 2012
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Economics, Capital Markets, Investment Banking, Equities, Bloomberg, Private Equity, Leadership, Finance, Investments, Due Diligence
Education
Arizona State University 2011 — 2014
Bachelor's Degree, Finance
LogRhythm September 2012 - Present
J.P. Morgan April 2010 - October 2012
Environmental Systems Design July 2007 - April 2010
QuinStreet September 2005 - July 2007
J.P. Morgan February 2005 - September 2005
Accenture Technology Solutions April 2004 - December 2004
J.P. Morgan February 2002 - February 2004
Chicago Stock Exchange October 2000 - October 2001
Open Port Technology April 2000 - October 2000
Skills
Negotiation, Process Improvement, Employer Branding, Hiring Practices, Technical Recruiting, Sales Recruitment, Corporate Culture, Diversity Recruitment, Interview Coaching, Conducting Interviews, Organizational Behavior, Employee Referral..., Cold Calling, Interviewing, Search, Full-cycle Recruiting, Talent Acquisition, Executive Search, Sourcing, Recruitment/Retention, Talent Management, Hiring, Vendor Management, Applicant Tracking..., Start-ups, Candidate Generation, Salary Negotiation, Internet Recruiting, Business Networking, Management, Recruiting, Consulting, Organizational..., Benefits Negotiation, Screening Resumes, Interviews, Screening, College Recruiting, Lead Generation, Leadership
Education
University of Illinois at Chicago 2003 — 2004
MBA, Marketing
Arizona State University 1994 — 1998
B.S., Business Management
GuidedChoice June 2014 - Present
Crown Capital Securities, L.P. January 2014 - June 2014
J.P. Morgan April 2013 - January 2014
Wells Fargo June 2006 - April 2013
Occasions! January 2008 - December 2009
Skills
Microsoft Office, Team Leadership, Problem Solving, Event Planning, Sales, Retail Banking, Financial Services, Portfolio Management, Management, Access, Financial Analysis, Organizational..., Outlook, Finance, Banking, Credit, Analysis, Merchandising, Customer Service, Series 7
Education
Arizona State University 2011 — 2012
Organizational Studies, Focus on Small Business
J.P. Morgan June 2012 - Present
J.P. Morgan June 2009 - June 2012
Northern Trust July 2008 - May 2009
Arizona State University 2005 - 2009
Apple March 2007 - September 2007
Skills
Private Banking, Wealth Management, Portfolio Management, Asset Management, Series 7, Financial Modeling, Investments, Equities, Private Client Services, Financial Analysis, Mutual Funds, Bloomberg, Series 63, Asset Allocation
Education
Arizona State University 2005 — 2009
Bachelors of Science, Finance
Arizona State University - W. P. Carey School of Business 2005 — 2009
B.S., Finance
DTZ December 2014 - Present
J.P. Morgan September 2013 - December 2014
J.P. Morgan April 2011 - September 2012
Tovey Engineering, Inc. August 2008 - April 2012
McMillan Group International January 2006 - August 2008
Skills
QuickBooks, MS Office Suite, Adobe Creative Suite, SAP, ERP, SQL, Yardi Voyager, Yardi Enterprise, Finance, Financial Analysis, Accounting, Financial Reporting, Account Reconciliation, Accounts Payable, Accounts Receivable, Auditing, Financial Statements, Customer Service, General Ledger, Management, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Arizona State University 2011 — 2015
Bachelors, Accountancy
Arizona State University 2012 — 2014
Bachelor of Business Communication, Business/Corporate Communications
Glendale Community College 2009 — 2011
Associates of Business
J.P. Morgan October 2014 - Present
SdoubleM August 2014 - Present
Sanctuary Camelback Mountain June 2013 - August 2014
NSA Media April 2013 - May 2013
ING Financial Partners February 2012 - March 2013
Skills
Series 7, Investments, Strategic Financial..., Financial Analysis, Finance, Life & Health Insurance..., Retirement Planning, Portfolio Management, Mutual Funds, Retirement, Insurance, Series 63, Asset Allocation, Uniform Combined State..., Alternative Investments, Investment Strategies, Series 66, Fixed Annuities, Investment Advisory, 401k
Education
Arizona State University 2013 — 2014
Master's degree, Liberal Arts and Sciences/Liberal Studies, 4.0
Loyola University of Chicago 2009 — 2011
Bachelor's of Business Administration, Economics
Duke University 2007 — 2009
Aria Systems May 2011 - Present
J.P. Morgan September 2010 - April 2011
Buddy Media March 2010 - September 2010
Turner Broadcasting System March 2009 - January 2010
NBC Universal August 2008 - February 2009
IODA September 2006 - February 2008
Lockheed Martin February 2002 - February 2004
Education
Art Institute of Philadelphia 2001 — 2004
Bachelor’s Degree, Multimedia/Web Design
Pennsylvania State University-Penn State Wilkes-Barre 1999 — 2001
Information Science and Technology
Munich American Reassurance Company April 2014 - Present
Aon Hewitt June 2010 - April 2014
J.P. Morgan January 2008 - June 2010
Aon October 2001 - January 2008
AXA Advisors October 2000 - October 2001
Skills
Project Management, Data Analytics, Healthcare Analytics, Innovation, Integration, Healthcare Information..., Software Project..., PMP, Business Intelligence, ETL, Requirements Analysis, Project Portfolio..., Vendor Management, Stakeholder Management
Education
Auburn University 1993 — 1998
Bachelor of Arts (B.A.), History
Bank of America Merrill Lynch 2014 - Present
J.P. Morgan 2013 - 2014
Jefferies & Company 2010 - 2013
New York Angels 2009 - 2010
NYC Seed 2009 - 2010
BlueRun Ventures 2008 - 2008
UPEK 2005 - 2008
Arizona State University 2002 - 2005
American Express 2002 - 2002
Hughes Software Systems 2000 - 2001
Skills
Mergers, Financial Modeling, Valuation, Corporate Finance, Venture Capital, Leveraged Finance, Mergers & Acquisitions, Investment Banking, Private Equity, Analytics, LBO, Corporate Development, IPO, Emerging Markets, Capital Markets, M&A experience, Equities, Due Diligence, Hedge Funds
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Arizona State University 2002 — 2004
M.S.
Thapar Institute of Engineering and Technology 1997 — 2001
B.E.
St Johns high school
J.P. Morgan 2008 - 2014
Morgan Stanley & Co February 1996 - August 2006
Education
University of Virginia - Darden Graduate School of Business Administration
MBA
Atlantic Union College
Biochemistry
The University of Chicago
Biological Sciences
J.P. Morgan June 2015 - Present
Kian Capital Partners, LLC May 2015 - June 2015
Wells Fargo June 2013 - May 2015
Bank of America April 2010 - June 2013
CIT January 2009 - April 2010
CIT Group October 2006 - January 2009
Skills
Commercial Lending, Financial Analysis, Financial Modeling, Microsoft Office, Credit Analysis, Credit, Credit Risk, Leadership, Underwriting, Sales
Education
Wake Forest University School of Business 2010 — 2012
MBA
Auburn University 2002 — 2006
GuardX May 2015 - Present
UBS May 2010 - April 2015
J.P. Morgan January 2007 - May 2010
Amaranth January 2005 - January 2007
University of Phoenix February 2004 - December 2004
Cisco Systems May 2000 - February 2004
Skills
Quantitative Analytics, Equity Derivatives, Financial Technology, Trading Systems, Quantitative Finance, Derivatives, Equities, Trading, C++, Options, Agile Methodologies, Java, SQL, Electronic Trading, Risk Management, Software Development, Investment Banking, Distributed Systems, KDB, Order Management, Market Data, Time Series Analysis, Oracle, Market Risk, Financial Markets, SDLC, Credit Derivatives
Education
Columbia University in the City of New York 2009 — 2011
M.A.F.N., Financial Mathematics
Arizona State University 1999 — 2001
M.S., Computer Science
Indian Institute of Technology, Guwahati 1995 — 1999
B.Tech, Computer Science & Engineering
Campion School 1990 — 1995
J.P. Morgan March 2008 - November 2013
Skills
Real Estate
Education
Arizona State University
J.P. Morgan March 2011 - Present
Vanguard May 1996 - December 2010
Education
Arizona State University 1999 — 2001
MBA, Finance
Wells Fargo Bank August 2013 - Present
J.P. Morgan April 2012 - July 2013
Wells Fargo October 2010 - April 2012
Wells Fargo Bank July 2007 - October 2010
Wells Fargo Bank July 2005 - July 2007
Wells Fargo Bank October 1999 - July 2005
Skills
Banking, Portfolio Management, Financial Analysis, Credit, Underwriting, Credit Analysis, Commercial Lending, Relationship Management, Loans, Commercial Mortgages, Small Business Lending, Credit Risk, Mortgage Lending, Commercial Banking, Finance
Education
Arizona State University, W. P. Carey School of Business 2008 — 2009
MBA, Finance
Arizona State University
Global Leadership & Management, Business Management, emphasis in Finance
JPS Health Network January 2015 - Present
Parkland Hospital April 2013 - April 2015
J.P. Morgan July 2011 - April 2013
Marix Servicing, LLC August 2010 - July 2011
JP Morgan Chase July 2008 - November 2009
Washington Mutual, Inc. September 2005 - July 2008
First Horizon Home Loans May 1996 - September 2005
Skills
General, Managerial, Oracle SQL, Microsoft Office, Mortgage Banking, Banking, Analysis, Accounting, Account Reconciliation, Access, Business Process, Customer Service, Data Analysis, Databases, Finance, General Ledger, Journal Entries, Leadership, Management, Microsoft Excel, Microsoft Word, Mortgage Servicing, Oracle, Process Improvement, SQL, Team Building, Testing, Visual Basic, Visio, Financial Analysis, Financial Statements, Loan Origination, Loans, Sales, Strategy
Education
Arizona State University
Master of Science (MS), Information Management System
Northwood University 1999 — 2003
Yes, Business Management, Information Management Systems
Southeast Missouri State University 1987 — 1989
William Jewell College 1986 — 1987
Normandy Sr. High School 1982 — 1986
Yes, General Studies
J.P. Morgan March 2015 - Present
JP Morgan March 2010 - February 2015
CapitalStar Systems July 2008 - April 2010
Merrill Lynch October 2005 - June 2008
Celtel Uganda Ltd. Trading as Zain Uganda May 2004 - August 2004
Citibank May 2002 - August 2002
Education
Stevens Institute of Technology 2007 — 2009
MSIS, Information Management and Finance
Arizona State University 2001 — 2005
Bachelor of Science (B.S.), Electrical Engineering
Tommy John September 2009 - Present
DAZ Systems, Inc. September 2007 - August 2009
J.P. Morgan August 2005 - September 2007
Skills
Forecasting, New Business Development, Business Planning, Strategic Planning, Business Strategy, Business Development, Project Management, Sales, Team Leadership, Microsoft Excel, Entrepreneurship
Education
Arizona State University
BS, Finance
J.P. Morgan October 2012 - Present
JP Morgan Chase December 2010 - October 2012
JP Morgan Chase March 2008 - December 2010
Washington Mutual, Inc. 2004 - 2008
JP Morgan Chase June 2001 - February 2004
JP Morgan Chase March 1998 - June 2001
Skills
Program Management, Mortgage Lending, Management, Risk Management, Strategy, Loan Servicing, Mortgage Banking, Banking, Loans, Strategic Planning, Loan Origination, Credit, Leadership, Process Improvement, Financial Services, Business Strategy, Credit Analysis, Investments, Performance Management, Team Building, Consumer Lending, Relationship Management, Executive Management
Education
Arizona State University 1998 — 2000
MBA, Business
Arizona State University
BS, Finance
Alliance Risk Management LLC January 2015 - Present
Integrated Solutions October 2012 - December 2014
Unitex May 2013 - July 2014
J.P. Morgan January 2013 - May 2013
Radian 2002 - September 2012
Westdeutsche Landesbank August 2000 - July 2002
Capital Management Sciences February 1999 - August 2000
Bankers Trust Company February 1995 - February 1999
Skills
Direct Sales, Enterprise Solution..., New Business Development, System Build-out, Project Management, Risk Management, Manage Client..., Fixed Income, Process Improvement, Credit Risk, Financial Reporting, Investor Relations, Structured Products, Business Planning, ABS, Structured Finance, Credit Analysis, Credit Derivatives, CDO, Loss Mitigation, CLO, ISDA, Policy Writing, SEC Financial Reporting, Compliance, Investment Banking, Financial Structuring, Financial Modeling, MBS, Derivatives, Hedge Funds, Valuation, Bonds, Securitization, Market Risk, CRM
Education
Arizona State University
Bachelor of Science (BS), Sales and Marketing
Citigroup November 2012 - Present
J.P. Morgan March 2011 - September 2012
American Express January 2001 - April 2011
American Express Co. 2001 - 2008
Holtec Consulting Private Limited 1997 - 2000
Skills
Investment Banking, Internal Controls, Forecasting, Equities, Leadership, Project Planning, Corporate Finance, Financial Modeling, MIS, Valuation, Strategic Financial..., Financial Analysis, Vendor Management, Mergers, Banking, Mergers & Acquisitions, Financial Reporting, Analysis, Risk Management, Finance
Education
Arizona State University 2005 — 2006
CPA, Certified Public Accountant (USA)
Institute of Management Technology, Ghaziabad 1995 — 1997
MBA, Finance, General
MITS Gwalior 1990 — 1994
BE, Mechanical
EMPOWER Retirement September 2014 - Present
J.P. Morgan June 2014 - September 2014
Prudential July 2001 - June 2014
Prudential Financial July 2001 - December 2009
Skills
Mutual Funds, Retirement Planning, 401k, Retirement
Education
Ashford University
Ashford University
Business Administration and Management, General
J.P. Morgan January 2015 - Present
JPMorgan Chase March 2013 - December 2014
PNC December 2010 - March 2013
PNC Mortgage June 2009 - December 2010
84 Lumber December 2004 - December 2008
Centex Home Equity April 2004 - December 2004
Oaktree Mortgage Group July 2003 - March 2004
Skills
Loan Origination, Mortgage Banking, Sales, Customer Service, Marketing, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, Real Estate, Budgets, Negotiation, Account Management, New Business Development, Public Speaking, Loans, Credit, Mortgage Lending, Refinance, Credit Analysis, Portfolio Management, Risk Management, Finance, Cold Calling, Banking, FHA, Financial Analysis, Construction Loans, Credit Risk, Foreclosures, Loss Mitigation, Loan Servicing, Financial Risk, Lines Of Credit, Government Loans, Cash Flow, Home Equity Loans, Loan Modifications
Education
Columbus State Community College 2014 — 2015
Certificate of Accounting Concentration, Accounting
Arizona State University 2000 — 2002
B.I.S., Business, Communication
West Virginia University 1998 — 2000
Pre Sports Management, Sports Management
J.P. Morgan December 2009 - Present
Tata Consultancy Services July 2007 - December 2009
Skills
Requirements Analysis, SQL, PL/SQL, Oracle, Java Enterprise Edition, Core Java, Unix, SDLC, Java, Spring Framework, Big Data
Education
University of Mumbai 2003 — 2007
B.E, Electronics
Atomic Energy Central School 2001 — 2003
12, Science
U.S. Trust February 2014 - Present
J.P. Morgan May 2013 - January 2014
JPMorgan April 2007 - May 2013
BBVA Compass 2000 - 2007
Wells Fargo Bank April 1993 - April 2000
Skills
Wealth Management, Banking, Commercial Lending, Loans, Portfolio Management, Commercial Banking, Credit, Credit Analysis, Mergers & Acquisitions, Real Estate, Investments, Financial Analysis, Financial Modeling, Asset Management, Strategic Financial..., Treasury Management, Corporate Finance, Cash Management, Securities, Private Equity, Capital Markets, Series 7, Financial Planning
Education
Arizona State University, W. P. Carey School of Business
Master of Business Administration (MBA)
The University of North Dakota
Bachelor of Accountancy
J.P. Morgan January 2014 - Present
ECOtality Sr AssociateMarcus & Millichap2011 - 2013
Skills
Product Development, Financial Modeling, Solar Energy, Economics, Strategy, Business Strategy, Competitive Analysis, Forecasting, Financial Analysis, Finance, Corporate Finance, Mergers, Private Equity, Valuation, Venture Capital
Education
Thunderbird School of Global Management
MBA, International Finance, Economics
Arizona State University
B.S., International Finance
Northern Trust Corporation 2013 - Present
Presidio Group Wealth Management 2012 - 2013
U.S. Trust 2010 - 2012
J.P. Morgan July 2007 - October 2010
Skills
Asset Allocation, Wealth Management, Asset Managment, Portfolio Management, Investments, Alternative Investments, Investment Management, Equities, Investment Strategies, Fixed Income, Investment Advisory, Mutual Funds, Hedge Funds, High Net Worth..., Retirement Planning, Series 7, Private Banking, Asset Management
Education
Arizona State University 1989 — 1991
Bachelor of Science (BS), Finance, General
Huntington National Bank July 2013 - Present
J.P. Morgan July 2011 - July 2013
NYLIFE Securities LLC May 2009 - July 2011
New York Life Insurance Company May 2009 - July 2011
Ashland University August 2005 - May 2009
Skills
Financial Analysis, Investments, Mutual Funds, Portfolio Management, Finance, Microsoft Office, Microsoft Excel, Risk Management, Customer Service, Insurance, Accounting, Sales, Estate Planning, Retirement Planning, Microsoft Word, Asset Managment, Asset Allocation, Series 7, Series 63, IRAs, Securities, Financial Modeling, Strategic Financial..., Banking, Entrepreneurship, Sales Operations, Asset Management
Education
Ashland University 2005 — 2009
B.S.B.A, Finance
Vanguard August 2015 - Present
The Vanguard Group April 2014 - August 2015
J.P. Morgan April 2011 - April 2014
JPMorgan Chase November 2011 - March 2014
Skills
Bilingual English /..., Customer Service &..., •Sales & Account..., •Promotional Strategy..., Small Business Lending, Loans, Commercial Lending, Credit, Banking, Leadership, Financial Analysis, Portfolio Management
Education
Arizona State University 2006 — 2008
Bachelor of Business,, Finance and Financial Management Services
Global Language and Business Solutions Company April 2015 - Present
Target Corporation July 2014 - March 2015
Target Corporation May 2010 - July 2014
Target Corporation August 2007 - May 2010
Target Corporation October 2006 - July 2007
Wells Fargo April 2006 - October 2006
IAB December 2005 - June 2006
J.P. Morgan 2000 - 2005
Skills
Succession Planning, Recruiting, Employee Relations, Human Resources, Organizational..., Training, Onboarding, Hiring, Store Management, Interviews, Employee Training, College Recruiting, New Hire Orientations, HR Policies & Procedures, Talent Management, Team Motivation, Relationship Building, Conflict Resolution, Employee Recognition, Performance Management, Corrective Actions, Benefits Administration, Employment Law, Seasonal Hiring &..., Compensation & Benefits, Regulatory Compliance, HRIS, FMLA, EEO Investigations, Workers' Compensation..., Leadership, Management, Employee Engagement
Education
Arizona State University
Psychology
University of California, Santa Barbara
Psychology
University of Phoenix
Bachelor's Degree, Business with a Concentration in Human Resource Management, 4.0 G.P.A. / top 1% of graduating class
State Street September 2013 - Present
J.P. Morgan August 2011 - September 2013
State Street September 2008 - July 2011
State Street July 2007 - September 2008
Investors Bank & Trust February 2007 - June 2007
Investors Bank & Trust June 2006 - January 2007
Skills
Hedge Funds, Equities, Fixed Income, Fund Accounting, Bloomberg, Derivatives, Securities, Alternative Investments, Valuation, Fund Administration, Fund Of Funds, Investments, FX Options, Private Equity, Corporate Actions, Options
Education
Assumption College
Griffith University
J.P. Morgan May 2013 - Present
JPMorgan Chase July 2011 - May 2013
J.P. Morgan April 2010 - July 2011
Skills
Mortgage Banking, Loans, Mortgage Lending, Residential Mortgages, Refinance, Banking, Credit, Credit Analysis, Customer Service, Finance
Education
Arizona State University 2006 — 2009
Interdisciplinary Studies, Business/Communicaiton
AT
AT
Capgemini Consulting July 2012 - Present
Norfolk Southern January 2012 - May 2012
Cooper Lighting May 2011 - August 2011
Target June 2010 - August 2010
Auburn University September 2008 - December 2008
Franklin Covey May 2007 - August 2007
J.P. Morgan July 2006 - September 2006
MARTIN L June 2006 - September 2006
Morehouse College August 2005 - May 2006
Skills
Data Analysis, Access, Leadership, Management Consulting, Matlab, Operations Management, Program Management, Project Planning, SAP, Six Sigma
Education
Auburn University 2008 — 2012
Industrial Engineering
Morehouse College
Bachelor of Science, General Sciences
J.P. Morgan January 2014 - Present
Wells Fargo September 2013 - January 2014
USAA September 2007 - July 2013
Discover Financial Services September 2005 - September 2007
Wells Fargo Bank September 2004 - September 2005
Skills
Sales, Customer Service, Customer Satisfaction, Property & Casualty..., Banking, Branch Banking, Sales Management, Sales Operations, Direct Sales, Sales Process, Retail, Marketing, Analysis, Call Centers, Finance, Team Leadership
Education
Arizona State University 2010 — 2013
Global Health, 3.8
Arizona State University
degree, Applied Sciences and Healthcare; Business Coursework
DeVry University
Capital One February 2015 - Present
Wells Fargo Home Mortgage July 2014 - January 2015
J.P. Morgan April 1997 - May 2014
Skills
Mortgage Lending, Mortgage Banking, Refinance, Loans, Leadership, FHA financing, USDA, VA loans, Residential Mortgages, Government Loans, Loan Origination, FHA, Reverse Mortgages, Mortgage Marketing, Credit, Home Equity Loans, Home Equity Lines of..., VA Loans, First Time Home Buyers, Investment Properties, FHA Financing
Education
Virginia Commonwealth University 1969 — 1971
Bachelor's degree, History
Appalachian State University 1966 — 1969
History
J.P. Morgan 2012 - 2014
J.P. Morgan 2010 - 2012
J.P. Morgan 2006 - 2011
J.P. Morgan 2004 - 2005
J.P. Morgan 2001 - 2003
Skills
Credit Derivatives, Trading Systems, CDS, Equity Derivatives, Financial Risk, Derivatives, Equities, Capital Markets, Middle Office, Fixed Income, Interest Rate..., Investment Banking, Electronic Trading, Market Data, Trading, Risk Management, FX Options, VBA, Asset Management
Education
Aston University
MEng, Electronic Systems Engineering
Madison Square Garden August 2015 - Present
J.P. Morgan May 2015 - August 2015
Tribeca Enterprises January 2015 - April 2015
Morgan Stanley Investment Management January 2015 - January 2015
Gateway Merchant September 2014 - October 2014
Apple August 2014 - October 2014
The Araca Group October 2010 - August 2014
Foster November 2009 - October 2010
AmeriMerchant October 2007 - November 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Sales, Forecasting, Accounting, Finance, Financial Analysis, Management, Banking
Education
Queens College 2008 — 2013
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics, 3.0
ASA Institute of Business and Computer Technology 2007 — 2009
Associate's degree, Business Administration and Management, General
J.P. Morgan December 2011 - Present
JPMorgan Chase & Co. March 2011 - December 2011
Avizent Risk April 2010 - March 2011
Nationwide Insurance April 2007 - January 2011
Nationwide Insurance January 2006 - March 2007
Nationwide Insurance October 2004 - December 2006
Nationwide Insurance December 2002 - October 2004
Nationwide Insurance March 2001 - December 2002
The Ohio State University May 1999 - July 1999
Education
Ashland University 2004 — 2006
Master, Business Administration
Franklin University 2000 — 2001
Bachelor of Science, Computer Science
J.P. Morgan February 2012 - Present
Whiplash Injury Center July 2011 - August 2012
Year Up 2012 - 2012
World Toyota Scion June 2010 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Budgets, Public Speaking, C++, C, Editing, Strategic Planning, Negotiation, Invoicing, Teamwork, Data Entry
Education
Atlanta Metropolitan College 2011 — 2013
Business Administration and Management, General
Georgia Perimeter College 2006 — 2009
General Studies
J.P. Morgan January 2006 - July 2010
AMERICAN CENTURY/J.P January 1998 - January 2006
T. Rowe Price January 1992 - January 1998
Skills
Testing, Business Analysis, Project Management, Software Documentation, Training, Management, Business Intelligence, Requirements Analysis, Budgets, Quality Assurance, Networking
Education
INVOLVEMENTS
Bachelor of Arts, Organizational Communication
Arizona State University
Northern Trust Corporation December 2014 - Present
J.P. Morgan February 2013 - September 2014
JPMorgan Chase May 2009 - February 2013
JPMorgan Chase June 2007 - May 2009
JP Morgan Chase June 2005 - May 2007
Skills
Trading, Series 7, Investment Advisory, Equities, Banking, Fixed Income, Investments, Mutual Funds, Series 63, Analysis, Credit
Education
Auburn University
Bachelor of Science, Business Economics
J.P. Morgan April 2010 - Present
Chase 2000 - 2002
Skills
Series 7, Series 63, Fixed Income, Retail Banking, Mutual Funds, Investments
Education
Ashford University 2015 — 2018
Bachelor’s Degree, Business Administration and Management, General, 3.9
Ohio Dominican University 2002 — 2003
Business Administration and Management, General, 3.6
J.P. Morgan April 2012 - Present
RNA Associates LLC August 2011 - March 2012
Nationstar Mortgage September 2009 - August 2011
Super 8 Hotel June 2006 - August 2009
Skills
Budgets, Customer Service, Financial Analysis, Team Building, Training, Leadership
Education
Arkansas State University 2006 — 2008
Master of Business Administration, Business Management
Arkansas State University 2002 — 2006
Bachelor of Science, Marketing; Marketing Management
Royal Bank of Scotland 2005 - Present
Prudential Financial April 2001 - August 2004
J.P. Morgan August 1999 - September 2000
Ernst & Young 1996 - 1998
Education
Ashworth College 2001 — 2003
Associate’s Degree, Legal Assistant/Paralegal
J.P. Morgan 2010 - Present
Valeo 2007 - 2010
Education
New York University 2005 — 2006
Master of Business Administration (MBA)
Arts et Métiers ParisTech - École Nationale Supérieure d'Arts et Métiers 2002 — 2005
Diplôme d'ingénieur
Lycée Thiers
J.P. Morgan February 2015 - Present
State Street December 2014 - February 2015
State Street October 2013 - November 2014
PrimeLending May 2011 - August 2011
Skills
Microsoft Excel, Time Management, Finance, Leadership, Management, Capital Markets, Financial Modeling, Bloomberg, Equities, Fixed Income, Risk Modeling, Public Speaking, Microsoft Office, Derivatives, Social Media, Financial Services
Education
Assumption College 2009 — 2013
Bachelor of Arts (B.A.), Economics, Finance
Bishop Lynch High School 2005 — 2009
Northern Trust September 2012 - Present
J.P. Morgan June 2010 - September 2012
U.S. Trust, Bank of America November 2006 - June 2010
U.S. Trust, Bank of America July 2003 - October 2006
Arvest Asset Management July 1996 - May 2003
Skills
Estate Planning, Financial Planning, Asset Management, Investments, Tax, Leadership, Business Networking, Coaching, Sales Management, Asset Allocation, Banking, Finance, Financial Analysis, Financial Services, High Net Worth..., Management, Portfolio Management, Strategic Financial...
Education
American Bankers Association 2004 — 2006
Trust Graduate School, Certified Trust Financial Advisor (CTFA)
Cannon Financial Institute 1998 — 1999
Trust and Investment
Arkansas Tech University 1991 — 1995
B.A., History and Political Science
Dish Network January 2013 - Present
J.P. Morgan 2011 - 2012
BBVA Compass December 2008 - February 2011
Skills
banking, call center,...
Education
Metropolitan State College of Denver 2000 — 2004
Arapahoe Community College 1998 — 2000
undergraduate, pre-collegiate studies
Latham & Watkins December 2014 - Present
Sidley Austin LLP May 2013 - December 2014
Sidley Austin LLP August 2011 - May 2013
Salt River Project September 2010 - May 2011
J.P. Morgan June 2010 - August 2010
Nlets January 2010 - May 2010
Skills
Legal Research, Strategic Planning, Event Management, Marketing Research, Public Relations, Customer Service, Business Development, Legal Writing, Facebook, Social Networking, Management, Advertising, Microsoft Office
Education
Arizona State University 2009 — 2011
Bachelor of Science (BS), Finance, General
New York University 2007 — 2009