J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
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J.P. Morgan Employees
Transamerica & Revolution Financial Management May 2014 - Present
Law Office of Jeffrey Fleitman August 2014 - March 2015
L.A. Wolves FC September 2014 - November 2014
Bare & Petroff, LLP September 2013 - August 2014
J.P. Morgan November 2012 - September 2013
1321 Downtown September 2012 - December 2012
Skills
Cold Calling, Multi-task & Handle..., Marketing Strategy, Sales Operations, Project Management, Strategic Planning, Multi-line Phone, Market Research, Organizational..., Cash Management, Customer Service, Investments, Banking, Credit, Loans, Credit Analysis, Portfolio Management, Training, Financial Analysis, Mortgage Lending, Recruiting, Debt Management, Retirement Plan..., Life Insurance, Account Management, Food
Education
California State University of Los Angeles 2011 — 2013
Bachelor's degree, Criminal Justice
Los Angeles Harbor College 2008 — 2011
Associate's degree in Liberal Arts, General Studies
Torrance High School 2003 — 2007
High School Diploma, General Studies
Fifth Third Bank July 2011 - Present
Premier Farnell November 2010 - July 2011
J.P. Morgan February 2010 - August 2010
United Consumer Financial Services November 2008 - January 2010
GMAC Commercial Mortgage May 2007 - August 2008
Security Pacific Home Loans June 2000 - April 2007
Skills
Customer Service, Microsoft Word, Research, Negotiation, Sales, Loans, Credit, Microsoft Office, Microsoft Excel, PowerPoint, Windows, Outlook, English to Spanish, Team Leadership, Spanish, Networking, Banking, Underwriting, Mortgage Lending, Residential Mortgages
Education
Lorain County Community College 2011 — 2015
J.P. Morgan May 2014 - Present
JPMorgan Chase August 2012 - April 2014
Skills
Customer Service, Microsoft Office, Microsoft Excel, Business Analysis, Microsoft Word, Analysis, Banking, Sales, PowerPoint, Microsoft SQL Server, Accounting, KYC, Anti Money Laundering, Loans, Mortgage Lending, Credit, Finance, Credit Analysis, Credit Risk, Financial Analysis, Access, Change Management, Coaching, Employee Relations, Human Resources, Performance Management, Retail Banking
Education
Loyola University Chicago 2008 — 2010
Bachelor's degree, Finance, Information Technology
Loyola University Chicago 2008 — 2010
Bachelor's degree, Finance, General
Prairie State College 2004 — 2010
Associate's degree, Business/Commerce, General
J.P. Morgan April 2014 - Present
J.P. Morgan January 1999 - January 2014
Bank One June 1998 - January 1999
First Commerce Corporation March 1994 - June 1998
Skills
PMO, SDLC, Risk Management, Software Project..., Project Portfolio..., Stakeholder Management, Vendor Management, PMP, Software Documentation, Project Management, Management, Business Analysis, Project Delivery, Business Process
Education
Louisiana State University 1981 — 1985
Business, Management, Marketing, and Related Support Services
Electronic Transaction Clearing Inc November 2013 - April 2015
J.P. Morgan September 2012 - July 2013
RBS Markets & International Banking December 2009 - October 2012
NASDAQ OMX September 2009 - December 2009
SIX Financial Information July 2007 - June 2009
GMAC-RFC March 2007 - June 2007
US and Central America March 2006 - February 2007
MacFutures Limited March 2004 - February 2006
National Bank of Greece July 2001 - February 2004
Skills
Financial Markets, Investment Banking, Financial Services, Banking, Derivatives, Investments, Financial Regulation, Bloomberg, Finance, Fixed Income, Surveillance, Trading, Bonds, Equity Market..., Compliance Monitoring, FSA, MiFID, Commodity, Risk Management, Takeover Panel, Business Analysis, Equities, Compliance Advisory, Entrepreneurship, Team Management, Futures, Team Building, Team Leadership, New Business Development, Business Strategy
Education
Queen Mary University of London 2007 — 2009
LLM Banking and Financial Law, Securities Law, Banking Law, Legal Aspects of Financial Services
London Metropolitan University 1997 — 2001
Bachelors in Financial Services, Economics
SunTrust March 2015 - Present
Regions Financial Corporation October 2013 - March 2015
J.P. Morgan March 2009 - October 2013
J.P. Morgan September 2007 - March 2009
J.P. Morgan April 2006 - September 2007
JPMorgan Chase November 2004 - April 2006
Skills
Series 7, Investments, Portfolio Management, Wealth Management, Series 63, Equities, Financial Analysis, Credit, Banking, Asset Managment, Wealth Management..., Financial Modeling, Loans, Mutual Funds, Asset Management, Securities
Education
Louisiana State University 2005 — 2008
Master of Business Administration (MBA), Business Administration
Louisiana State University 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
J.P. Morgan September 2014 - Present
Skills
Financial Analysis, Banking, Finance, Management, Risk Management, Microsoft Office, Investments, Customer Service, Financial Modeling, Portfolio Management, Business Analysis, Microsoft Excel, Accounting, Analysis, Equities
Education
Loyola University Chicago 2008 — 2010
Master of Business Administration (MBA), Accounting and Finance
WFG Title Company of California August 2014 - Present
American Trust Escrow April 2013 - August 2014
Mara Escrow August 2011 - April 2013
Wellspring Autism Network November 2009 - June 2011
Investors Title Company June 2010 - August 2010
J.P. Morgan September 2008 - February 2009
InterContinental Pacific Logistics September 2007 - July 2008
American Moving Parts May 2007 - August 2007
Investors Title Company January 2007 - May 2007
Investors Title Company May 2003 - October 2006
Skills
Administrative..., Customer Service, Mortgage Lending, 10 Key, Data Entry, Accounts Receivable, Sales, Banking, REO, Office Management, FHA, Training, Accounts Payable, Accounting, Residential Homes, Time Management, Spreadsheets, Real Estate License, Single Family Homes, First Time Home Buyers, Loans, Software Documentation, File Management, Fax, Real Estate, Title Insurance, Referrals, Travel Arrangements, Investors, Refinance, Management, Escrow, Calendars, Foreclosures, VA loans, Email Marketing, Short Sales, Insurance, 1031 Exchanges, Real Estate Development, Real Estate Transactions, Public Relations, Investment Properties, New Home Sales, Filing, HUD, Real Property, Notary Public, Notary, Buyers
Education
California State University 2009 — 2011
Bachelor of Arts, Liberal Studies
Los Angeles Valley College 2005 — 2007
Associate of Arts (AA), Liberal Arts
Wells Fargo June 2014 - Present
The Hartford April 2013 - June 2013
J.P. Morgan July 2011 - July 2012
Northern Trust Global Investments October 2006 - June 2011
Morgan Stanley December 2002 - June 2006
Skills
Investments, Equities, Institutional..., Management, Sales, Alternative Investments, Asset Allocation, Portfolio Management, Asset Management, Investment Management
Education
Stella Adler Conservatory of Acting 1997 — 1998
Alvin Ailey American Dance Theater 1996 — 1998
Dance
Loughborough University 1992 — 1996
BA Hons., European Business
Currently Self Employed March 2014 - Present
Shell January 2006 - March 2014
Shell August 1998 - January 2006
EY April 1996 - August 1998
J.P. Morgan 1994 - 1996
Skills
Risk Management, Information Security..., Information Technology, Governance, Business Process..., IT Audit, Program Management, Project Management, Auditing, Information Security, Information Risk..., Security, Business Analysis, Business Process, Change Management, Financial Accounting, PMP, IT Management, Upstream Oil and Gas, Downstream Oil & Gas, Fine Art, Painting, Financial Services, Global Regulatory..., Sarbanes-Oxley Act, CISM, CISA, Internal Audit, Management, IT Strategy
Education
Louisiana State University and Agricultural and Mechanical College
M.S, Management Information Systems
Tulane University
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Emerald Expositions January 2006 - Present
Cablevision May 1996 - January 2006
Astoria Federal Savings May 1991 - May 1998
J.P. Morgan June 1988 - May 1991
Education
Long Island University, C.W. Post Campus
BS, Accounting
Long Island University, C.W. Post Campus
MBA
R.J. Holland/Bear Brokerage LLC 2010 - Present
J.P. Morgan 2003 - 2010
RBS Greenwich Capital 1994 - 2003
Fuji Securities Inc 1991 - 1994
Education
Loyola University of Chicago
MBA, International Business, Finance
Miami University
B.A., Finance
Upper St. Clair High School. PA
Simmons & Company International July 2015 - Present
J.P. Morgan June 2014 - June 2015
Goodwood Capital Management April 2013 - May 2014
Lamar Advertising September 2012 - February 2014
Bloomberg LP July 2013 - December 2013
LSU Student Managed Investment Fund January 2013 - December 2013
TD Ameritrade May 2012 - August 2012
Skills
Equity Research, Finance, Internal Audit, Financial Modeling, Financial Analysis, Corporate Finance, Bloomberg, Valuation
Education
Louisiana State University 2010 — 2014
Bachelor of Science (B.S.), Finance
London School of Economics and Political Science 2013 — 2013
Advanced Corporate Finance
Catholic High School 2006 — 2010
Aperio CI January 2015 - Present
Rockville Links June 2013 - January 2015
J.P. Morgan October 2014 - October 2014
North Shore Animal League America May 2014 - July 2014
Long Island University February 2014 - May 2014
PETCO Animal Supplies, Inc. May 2012 - June 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Social Media, Public Speaking, English, Java, JavaScript, Unity3D, HTML5, CSS, C#
Education
LIU Post 2011 — 2015
Northern Trust Corporation October 2014 - Present
J.P. Morgan October 2011 - September 2014
Bank of America August 2009 - October 2011
Genesys 10 July 2008 - December 2008
Bank of America October 2007 - May 2008
ABN AMRO NA (LaSalle Bank) ABN AMRO Services Company July 1999 - October 2007
ABN AMRO LaSalle Bank 1999 - 2007
LaSalle Bank (Bank of America) 1999 - 2007
Kemper Insurance 1997 - 1999
GE AFS 1997 - 1997
Skills
Process Improvement, Financial Services, PMO, Project Management, Management, Banking
Education
Loyola University of Chicago
Bachelor of Science, Mathematics and Computer Science
Loyola University of Chicago - Graduate School of Business
MBA, Finance
J.P. Morgan March 2015 - Present
Loyola Business Law Center Clinic January 2014 - March 2015
The Blake Horwitz Law Firm December 2014 - February 2015
Loyola Business Law Center Clinic August 2013 - January 2014
Law Offices of Timothy Moll June 2013 - August 2013
VISANOW June 2012 - August 2012
Mulenga Mundashi & Company June 2010 - August 2010
Mulenga Mundashi & Company June 2009 - August 2009
Bayport Financial Services May 2008 - July 2008
Skills
Westlaw, Legal Research, Legal Writing, PowerPoint, Lexis, Microsoft Excel, Microsoft Office, Public Speaking, Social Media, Editing, Community Outreach, Nonprofits, Research
Education
Loyola University Chicago School of Law 2011 — 2014
Juris Doctor (J.D.), Law
University of Virginia 2007 — 2011
Bachelor of Arts (B.A.), International Relations and Affairs
BMO Capital Markets January 2008 - Present
Deutsche Bank September 2004 - December 2007
EMC Holdings, LLC September 1998 - September 2004
J.P. Morgan June 1991 - September 1998
Skills
Due Diligence, Investment Banking, Investments, Leveraged Finance, Management, Mergers, Petroleum, Valuation
Education
Tulane University - A.B. Freeman School of Business 1985 — 1986
Master of Business Administration (M.B.A.), Finance and Economics
Louisiana State University 1977 — 1983
Bachelor of Science (BSc) in Petroleum Engineering, Petroleum Engineering with Management Minor
J.P. Morgan September 2012 - Present
All Star Automotive Group June 2012 - July 2012
Louisiana State University August 2009 - May 2012
International Business Seminars December 2011 - January 2012
J.P. Morgan June 2011 - August 2011
State of Louisiana January 2011 - May 2011
J.P. Morgan June 2010 - August 2010
Equity and Inclusion Campaign March 2010 - May 2010
Skills
Presentation Preparation, Social Entrepreneurship, Client Service, Customer Relations, Group Dynamics, Public Speaking, Performing Arts, Directing Others, Financial Services, Customer Service, Advertising, Leadership, Social Media, Policy, Public Relations, Recruiting, Event Planning, Sales, Fundraising, Customer Satisfaction, Human Resources
Education
Louisiana State University 2008 — 2012
Bachelor of Science, Marketing
J.P. Morgan October 2013 - Present
Houlihan Lokey July 2012 - October 2013
State Street Bank January 2010 - June 2012
Skills
Financial Modeling, Financial Analysis, Valuation
Education
Loyola Marymount University 2005 — 2009
BA, Economics; Finance
PNC Wealth Management Investment counseling and portfolio management.Portfolio ManagerBNY Mellon Wealth ManagementAugust 1999 - May 2004
J.P. Morgan February 1998 - August 1999
Liberty Bank January 1988 - February 1997
Skills
Wealth Management, Portfolio Management, Asset Management, Investments, Mutual Funds, Asset Allocation, Securities, Investment Strategies, Asset Managment, Hedge Funds, Retirement Planning, Alternative Investments, Strategic Financial..., High Net Worth..., Series 7, Equities, Equity Research, Investment Advisory, Investment Management, Bloomberg, Fixed Income, Estate Planning, Wealth Management..., Retirement, Financial Services, Private Banking, ETFs, Series 63, Trust Services, Capital Markets, Bloomberg Terminal, Derivatives, Equity Valuation, Private Equity, Valuation, Trading, Credit, Credit Analysis, Bonds, Financial Modeling, Loans, Financial Analysis, Trusts, Commercial Lending, Financial Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1982
Stonier School of Banking, Investments and Securities
Louisiana State University 1974 — 1977
Bachelor of Science (B.S.), Accounting
J.P. Morgan November 2014 - Present
J.P. Morgan August 2014 - November 2014
Touro Law Center Mortgage Foreclosure Clinic July 2013 - December 2013
VITA January 2013 - April 2013
Law Office of David C. Helm January 2012 - April 2012
Cleveland Council on World Affairs September 2009 - January 2010
Goldman & Rosen Ltd. July 2009 - July 2009
Honorable Eve Belfance January 2008 - February 2008
Honorable Tavia Baxter March 2006 - May 2006
Skills
French to English, QuickBooks, Time Management, Customer-focused Service, Microsoft Office, Filing, Internet, Non-profits, Problem Solving, Legal Research, YouTube, Criminal Defense, Torts, Westlaw, Constitutional Law, Legal Documents
Education
Touro College Jacob D. Fuchsberg Law Center 2010 — 2013
Doctor of Law (J.D.)
Long Island University
Master of Business Administration (M.B.A.)
The University of Akron 2002 — 2008
B.A., Political Science
Self Employed March 2012 - Present
J.P. Morgan April 2005 - February 2012
BCRA September 2003 - September 2004
Royal Bank of Scotland August 1998 - June 2003
UBS June 1996 - August 1998
J.P. Morgan June 1989 - April 1996
Skills
Derivatives, Trading, Equities, Financial Markets, FX Options, Emerging Markets, Proprietary Trading, Banking, Credit, Fixed Income, Investment Banking, Capital Markets, Hedge Funds, Alternative Investments, Corporate Finance, Investments, Portfolio Management, Rates, Financial Modeling
Education
Universidad de Buenos Aires 1980 — 1985
Licentiate degree, Economics
Universidad de Buenos Aires 1989 — 1996
Licentiate degree, Economics
IAE Argentina 1989 — 1990
Master of Business Administration (MBA), Business Administration and Management, General
London Business School 2002 — 2003
Investment Management Evening course
Deloitte August 2014 - Present
J.P. Morgan April 2012 - August 2014
Winston & Strawn LLP January 2005 - April 2012
Skills
Fiduciary Services, Tax, Litigation, IRS problem resolution, Trust Management, Tax Law, Legal Writing
Education
Northwestern University School of Law 2014 — 2016
Master of Laws (LLM), Tax Law/Taxation
Loyola University Chicago 2001 — 2004
Doctor of Law (JD)
Northwestern University 1997 — 2001
Bachelor of Science (BS)
AlixPartners April 2015 - Present
AlixPartners February 2013 - March 2015
J.P. Morgan June 2012 - August 2012
MCI Management S.A. October 2007 - November 2011
KBC Securities NV Polish Branch January 2007 - October 2007
Veolia Water Solutions & Technologies August 2005 - December 2006
Skills
Business Turnaround, Negotiation, Valuation, Portfolio Management, Analysis, Finance, Private Equity, Investment Banking, Operational Excellence, Operational Improvement, Restructuring, Bankruptcy, Strategic Consulting, Investment Advisory, Mergers, M&A experience, Venture Capital, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Investments, Due Diligence, Capital Markets, Financial Modeling, IPO, Hedge Funds, Financial Structuring, Emerging Markets, Turnaround Specialist
Education
London Business School 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Polish Academy of Science 2008 — 2011
Phd, Law
University of Warsaw 2002 — 2007
Magister, Law, very good
Université d'Orléans 2004 — 2005
Master2 (DESS), Finance & Controlling, good
Warsaw School of Economics 2000 — 2004
Magister, Finance & Banking, very good
J.P. Morgan May 2011 - Present
Credit Suisse Private Banking April 2006 - April 2011
Bank of America March 2003 - April 2006
Merrill Lynch June 2001 - March 2003
EMC Capital March 1997 - January 2001
Futrex Trading 1996 - 1997
Skills
Investment Strategies, Fixed Income, Asset Allocation, Derivatives, Hedge Funds, Alternative Investments, Equities, Trading Systems
Education
De Paul University 1992 — 1994
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Loyola University of Chicago 1985 — 1990
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
J.P. Morgan May 2012 - Present
TEEN BRANDS LIMITED January 2010 - September 2011
Skills
Banking, Customer Service, Microsoft Office, Financial Services, Retail Banking, Financial Analysis
Education
Lone Star College-CyFair 2012 — 2014
Bachelor of Applied Science (B.A.Sc.)
J.P. Morgan July 2010 - Present
Education
Louisiana State University 2005 — 2010
Master of Science (MS), Finance
UBS Investment Bank August 2012 - Present
J.P. Morgan June 2011 - August 2011
Ernst & Young Financial Business Advisors, Performance Improvement Dept. January 2007 - May 2010
Axteria Strategy Consultants July 2006 - September 2006
Skills
Mergers, Acquisitions, Debt & Equity Financing, Valuation, Financial Modeling, Accounting, Financial Analysis, Business Strategy, Entrepreneurship, Emerging Markets, Sales Presentations, Investments, Mergers & Acquisitions, Risk Management
Education
The University of Chicago Booth School of Business 2010 — 2012
MBA, Concentrations in Finance, Accounting and Entrepreneurship
The Chinese University of Hong Kong 2011 — 2012
MBA, International Business Exchange Program
Università Commerciale 'Luigi Bocconi' 2000 — 2006
M.Sc. Management, 110 summa cum laude (out of 110)
London Metropolitan University 2004 — 2004
M.Sc. Management, Graduate Exchange Student
J.P. Morgan June 2014 - Present
PNC September 2013 - May 2014
PNC June 2012 - August 2013
PNC June 2011 - August 2011
Chicago Wealth Management, Inc. June 2010 - August 2010
Skills
Credit, Finance, Banking, Mergers & Acquisitions, Analysis, Commercial Banking, Financial Risk, Business Strategy, Treasury Management, Financial Analysis, Credit Analysis, Financial Modeling, Capital Markets, Credit Risk, Corporate Finance, Sales, Loans, Portfolio Management, Investments, Valuation
Education
Loyola University of Chicago 2008 — 2012
Bachelor of Business Administration (BBA), Economics & Finance, 3.7
saint ignatius college prep 2004 — 2008
J.P. Morgan December 2014 - Present
Deutsche Bank February 2009 - December 2014
Deutsche Asset Management April 2002 - January 2009
Zurich Scudder Investments March 2001 - March 2002
E7TH.COM March 2000 - December 2000
BNY Mellon March 1999 - March 2000
JPMorgan Chase March 1998 - March 1999
Northern Trust Corporation March 1989 - March 1998
Education
London Business School
GTO Leadership Programme
Cannon Financial Institute
Certificate in Corporate Trust Operations, University of North Carolina, Charlotte, NC
Cannon Financial Institute
Certificate in Trust Operations, Pepperdine University, Malibu, California
Northwestern University
University College - Certificate in Accounting
University of Illinois at Urbana-Champaign
B.S. in Economics
Solution Star January 2014 - Present
Wingspan Portfolio Advisors June 2013 - December 2013
Vericrest Financial March 2013 - June 2013
J.P. Morgan August 2011 - March 2013
J.P. Morgan February 2010 - August 2011
J.P. Morgan September 2008 - February 2010
Skills
Marketing, Financial Analysis, Financial Reporting, Mortgage Lending, Mortgage Banking, Residential Homes, Residential Mortgages, Mortgage Underwriting, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Loan Servicing, Customer Service, Fannie Mae, HAFA, FHLMC, HAMP, Mortgage Insurance, Short Sales, Loss Mitigation, Forecasting, Foreclosures, Accounting, Auditing, Operations Management, Underwriting, Loans
Education
Louisiana Tech University 2004 — 2008
Bachelor of Applied Science (BASc), Marketing, Minor Finance, 3.1
Cotchett, Pitre & McCarthy February 2012 - April 2015
Brown Claims Management Group August 2009 - June 2011
J.P. Morgan 2008 - 2009
Department of Natural Resources-Legal Division May 2007 - May 2008
Timbuktu Academy 2006 - 2008
Skills
Business Analysis, Policy Analysis, Strategic Planning, Risk Assessment, Legal Research, Analysis, Mitigation, Performance Management, Litigation Support, Performance Improvement, Public Policy, Microsoft Excel, Financial Analysis, Emerging Trends, Client Rapport, Microsoft Office, Research, Mediation, Legal Compliance, Social Media, PowerPoint, Microsoft Word, Westlaw, Technical Writing, Insurance, Legal Support, Legal Assistance, Proposal Writing, Banking, Subrogation, Claims Administration, Loss Mitigation, Client Services, Public Speaking, Event Planning, Management, Leadership
Education
University of Southern California
Master's Degree, Public Administration (M.P.A.), 3.85
University of Florida 2013 — 2014
Master of Business Administration (M.B.A.)
Louisiana State University
Southern University and Agricultural and Mechanical College at Baton Rouge
Bachelor's Degree, Economics
Calyx Capital Advisors, LLC January 2012 - Present
Cumoli Estate in Agliati 1998 - 2015
Cumoli Estate in Agliati 1998 - 2015
FFastFill September 2009 - March 2012
GlobeOp Markets Ltd May 2005 - June 2008
Credit Suisse May 1996 - July 2004
J.P. Morgan January 1993 - January 1997
CME and CBOT January 1982 - January 1993
Skills
Derivatives, Fixed Income, Equities, Trading, Trading Systems, Financial Markets, Electronic Trading, Commodity, FX Options, Investment Banking, Hedge Funds, Options, Capital Markets, Alternative Investments, Risk Management, Financial Advisory, Estate Planning, Investments, Investment Advisory, Pensions, Personal Financial..., OTC, Foreign Exchange, Futures, Wealth Management, Investment Management
Education
Loyola University Chicago 1980 — 1982
MBA, International Business
University of Notre Dame 1975 — 1979
BA, Psychology
J.P. Morgan September 2010 - December 2011
UBS Financial Services November 2005 - September 2010
FLEET Securities / Automated Data Processing, Inc February 2001 - October 2005
Hold Brothers December 1996 - January 2001
Skills
PL/SQL, Requirements Analysis, Middle Office, Project Management, Trading, Program Management, Unix, C, Databases, Fixed Income, Java, Sybase, Visio, User Acceptance Testing, Bloomberg, Equities, Quality Assurance, HTML, Business Analysis, Derivatives, SDLC, SQL, Software Project..., Unix Shell Scripting, Trading Systems, Requirements Gathering
Education
Long Island University
Finance
CHUBB Institute
Programmer
Aspen Energy, Inc. May 2014 - Present
St Matthews United Methodist Church June 2013 - May 2014
Churchill Downs October 2010 - June 2013
Frost Brown Todd June 2009 - February 2010
J.P. Morgan September 2003 - April 2009
Bank of Louisville 1997 - 1999
National City Bank 1988 - 1991
Skills
Trusts, Personal Trust..., Estate Administration, Legal Research, Oral & Written..., Accounting - Non profits, Non-profits, Litigation, Nonprofits, Real Estate, Management, Tax
Education
Louis D. Brandeis School of Law at the University of Louisville
J.D., Law, Graduated
University of Illinois at Urbana-Champaign
BS, Psychology, Graduated
J.P. Morgan May 2014 - Present
Freelance June 2012 - Present
Deutsche Bank February 2013 - February 2014
GDS International December 2010 - September 2012
Aprais November 2008 - December 2010
Imperial College London March 2008 - November 2008
Royal Aeronautical Society 2007 - 2007
Skills
Event Management, Account Management, CRM, Strategy, Public Relations, Contract Negotiation, Project Management, Marketing, Strategic Partnerships, Destination Management..., B2B, Team Building, Budgets, Program Management, Customer Service, Social Media, Corporate Events, Sponsorship, Strategic Planning
Education
London Metropolitan University 2005 — 2008
BA in Events & Arts Management
J.P. Morgan September 2014 - Present
thinkorswim February 2014 - September 2014
thinkorswim June 2011 - August 2012
Credit Suisse July 2009 - September 2009
Skills
Series 7, Series 63, Trading, Excel, Word, Customer Service, Financial Modeling, PowerPoint, Equities, Financial Analysis, Options, Valuation, Microsoft Office
Education
Loyola University of Chicago 2012 — 2013
Master of Business Administration (M.B.A.), Finance
Loyola University Chicago 2007 — 2010
Bachelor of Business Administration, Finance & International Business
City National Bank March 2015 - Present
J.P. Morgan April 2013 - Present
J.P. Morgan June 2011 - June 2013
J.P. Morgan February 2008 - June 2011
Citi August 1999 - September 2007
Skills
Management, Banking, Customer Service, Leadership, Sales, Strategic Planning, Strategy, Business Strategy, Business Analysis, Relationship Management
Education
Loyola Marymount University
Bachelor of Science (BS), Philosophy
Southwestern Law School
Doctor of Law (JD)
Self-employed February 2009 - Present
J.P. Morgan January 1997 - May 2013
Skills
Analytics, Business Intelligence, Strategy, Data Mining, Data Warehousing, Marketing Science, Enterprise Decision..., Entrepreneurship, IT Strategy, Management, Integration, Vendor Management
Education
London Business School 1994 — 1996
Bachelor's Degree, Economics
J.P. Morgan April 2014 - Present
PharMerica April 2012 - March 2014
h.h. gregg 2011 - April 2012
NCH Healthcare System 2006 - 2008
Orpak USA 2000 - 2005
Skills
Data Entry, Microsoft Office, Customer Support, AS400 system, Logistics, Medical Billing, Medical Terminology, Customer Service, Administrative Office..., UPS Shipping, Two-way Radio, Windows, Microsoft Excel, Home Theater, Consumer Electronics, Management, Public Speaking
Education
Lorenzo Walker Institute of Technology
Medical Billing & Coding
Tenafly Borough High School
HS Diploma, General Studies
William Paterson University of New Jersey
Communications
Wells Fargo March 2014 - Present
BMO Harris Bank June 2010 - Present
Allstate February 2007 - December 2011
J.P. Morgan November 2003 - January 2007
LEHRER ENTERPRISES 2003 - 2005
NCD INVESTMENT COMPANY 2001 - 2003
Skills
Coaching, Insurance, Series 6, Banking, Credit, Analysis, New Business Development, Team Building, Loans, Cross Selling, Marketing, Management, Small Business, Small Business Lending, Sales, Sales Management, Training, Risk Management, Treasury Management, Life Insurance, Public Speaking, Fixed Annuities, Marketing Strategy, Commercial Mortgages, Cash Management, Commercial Banking, Lines Of Credit, Strategic Planning, Budgets, Business Development, Finance, Investments, Credit Analysis, Customer Retention, Leadership, Strategic Financial..., Commercial Lending, Consumer Lending, Mortgage Lending, Business Strategy, Executive Management
Education
Loyola University of Chicago 2010 — 2012
E-MBA, Business, Management, Marketing, and Related Support Services
Dale Carnegie 2012 — 2012
Dale Carnegie Course - 13DGI
University of Illinois at Chicago 1997 — 2000
Bachelor of Science (BS), Computer Science & Business Sciences
Plainview-Old Bethpage CSD 2006 - Present
J.P. Morgan 2000 - 2001
J.P. Morgan 1995 - 2000
J.P. Morgan 1987 - 1995
Skills
Public Speaking, Social Media, Marketing Strategy
Education
Ithaca College 1983 — 1987
B.A. in Sociology
Long Island University, C.W. Post Campus
Masters of Science in Education, Childhood Education
Truepoint Wealth Counsel October 2011 - Present
J.P. Morgan July 2010 - September 2011
OJM Group February 2010 - May 2010
Xavier Student Investment Fund August 2009 - May 2010
Axcess Financial June 2009 - November 2009
Skills
Excel, Data Analysis, Client Relationship..., Time Management, International Relations
Education
Xavier University 2006 — 2010
Bachelor of Science in Business Administration, Finance, Psychology
Loyola University of Chicago 2009 — 2009
PNC August 2014 - Present
J.P. Morgan March 2010 - August 2014
United States Air Force February 2002 - December 2004
Skills
Customer Service, Sales, KYC
Education
Lourdes University
DSV - Global Transport and Logistics August 2015 - Present
DSV - Global Transport and Logistics April 2013 - Present
DSV - Global Transport and Logistics June 2012 - April 2013
DSV - Global Transport and Logistics January 2010 - June 2012
J.P. Morgan August 2005 - December 2010
Washington Mutual / WM Financial Services March 2004 - August 2005
Skills
international logistics, Supply Chain Management, International Relations, French, German, Freight Forwarding, 3PL, International Business, Cold Chain, Transportation..., Exports, Operations Management, Sales, Customer Service, Team Building, Air Freight, Projects, Spanish basic, Trade Compliance, IATA
Education
Lock Haven University of Pennsylvania 1999 — 2003
Bachelor of Science, Management - International Business
Université de Mulhouse Colmar Alsace 2002 — 2002
French, Business
Private Family November 2008 - Present
Gulf Coast Bank June 2011 - September 2013
J.P. Morgan June 2008 - June 2011
Centennial Wireless January 2003 - June 2006
American Legion Hospital Ctr January 2001 - January 2003
Skills
Research, Microsoft Word, Microsoft Office, Microsoft Excel, Management, Long-term Care, Traumatic Brain Injury, Retail Banking, Branch Banking, Branch Operation, Branch Management, Event Planning, Event Photography, Photoshop, Graphic Design, Interior Design, PDF Creator, Microsoft Exchange, Digital Photography, Portrait Photography, Wedding Photography, Loans, Loan Servicing, New Account Acquisition, Prospecting New Accounts
Education
South Louisiana Community College 2010 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
McNeese State University 2006 — 2008
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Louisiana State University-Eunice 2001 — 2002
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
McNeese State University 2000 — 2001
Bachelor's degree, Art/Art Studies, General
Iota High School 1996 — 2000
Diploma, General Studies
Summit Financial Group November 2014 - Present
Orangetheory Fitness June 2014 - November 2014
JPMorgan Chase June 2013 - January 2014
Starbucks October 2011 - November 2013
Jindal School of Management External Affairs August 2012 - May 2013
J.P. Morgan 2013 - 2013
Seeking Sitters August 2010 - August 2012
Skills
Energy Management, Legal Writing, Business Management, Customer Service, Inventory Management, Retail, Loss Prevention, Microsoft Office, Time Management, Microsoft Excel, Merchandising, PowerPoint, Visual Merchandising, Microsoft Word, Process Scheduler, Sales, Teamwork, Outlook, Customer Satisfaction, Data Entry, Inventory Control, Event Planning, Leadership, Strategy, Finance, Financial Operations, International Business, Data Analysis, Public Speaking
Education
University of Oklahoma 2007 — 2012
Bachelor of Business Administration; Master's of Business Administration program, Energy Management, Pre-Law
The University of Texas at Dallas 2012 — 2014
Full Time Master of Business Administration (MBA), Strategy/Leadership and Marketing
University of North Texas 2011 — 2011
Louisiana State University 2010 — 2011
University of Oklahoma - Price College of Business 2007 — 2011
Bachelor's of Business Administration, Energy Management
Coppell High School 2003 — 2007
JP Morgan Securities June 2015 - Present
J.P. Morgan February 2013 - Present
JPMorgan Chase July 2011 - February 2013
JPMorgan Chase October 2009 - June 2011
Skills
Commercial Lending, Banking, Customer Service, Consumer Lending, Building Relationships, Microsoft Office, Microsoft Excel, Access, Team Leadership, Team Building, Small Business Lending, Credit, Loans, Business Development, Leadership, Retail Banking, Time Management, Customer Satisfaction, Sales
Education
Loyola University of Chicago 2004 — 2009
Finance, Economics, Intl Business
Biz2Credit February 2014 - Present
Patriot Advance LLC March 2012 - February 2014
One Source Funding April 2010 - March 2011
J.P. Morgan March 2005 - January 2010
Global Forex Trading February 2003 - February 2005
Schonfeld Securities May 1996 - January 2003
Skills
Sales, Series 7, Series 63, Equities, Securities, Investments, Hedge Funds, Portfolio Management, Mutual Funds, Alternative Investments, Wealth Management, Fixed Income, Asset Managment, Asset Allocation, Bonds, Capital Markets, Investment Strategies, New Business Development, Banking, Wealth Management..., Asset Management, Trading, Funding, Finance, FINRA, Equity Trading, Options, Financial Markets, Financial Services, ETFs, Trading Strategies, Financial Advisory, FX Options, Strategic Financial..., Equity Derivatives, Investment Banking, Retirement Planning, Electronic Trading, Currency, Hedging, Commodity, Trading Systems, Foreign Exchange, FX trading, Technical Analysis, Emerging Markets
Education
Long Island University 1980 — 1985
Bachelor of Arts, English
New York University
Bachelor of Arts (BA), English Language and Literature, General
TIAA-CREF 2015 - Present
J.P. Morgan March 2014 - August 2015
AXA Equitable January 2004 - March 2014
Skills
Financial Analysis, Financial Reporting, Insurance, Finance, Sarbanes-Oxley Act, Financial Risk, Internal Controls, Accounting, Corporate Finance, Valuation, Forecasting, Managerial Finance, Process Improvement, Analysis, Internal Audit, Business Analysis
Education
Long Island University, C.W. Post Campus
Bachelor of Arts in Business Management
J.P. Morgan Managing DirectorStandard Capital2007 - Present
Skills
Portfolio creation,..., investment banking,..., market risk management,..., Leadership experience..., Wealth Management...
Education
University of Illinois at Urbana-Champaign 1990 — 1992
MAS, Accounting, finance
Московский Государственный Университет им. М.В. Ломоносова (МГУ) 1984 — 1990
Экономист, International Economics
Dunham's Sports March 2015 - Present
J.P. Morgan July 2013 - February 2015
J.P. Morgan June 2012 - August 2012
ACE Group 2008 - 2011
ACE Group 2006 - 2008
Skills
Financial Modeling, Corporate Finance, Valuation, Portfolio Management, Capital Markets, Private Equity, Finance, Financial Analysis, Investment Banking, Due Diligence
Education
London Business School 2011 — 2013
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2001 — 2005
Finance
J.P. Morgan March 2015 - Present
HSBC Private Client Insurance Group March 2014 - March 2015
PointSure Insurance Services, Inc. April 2011 - June 2013
Chartis Insurance (Previously AIG Risk Management) April 2007 - November 2010
AIG Risk Management October 2004 - April 2007
AIG Small Business April 2000 - October 2004
J. A. Montgomery January 1998 - April 2000
Skills
Commercial Insurance, Insurance, Liability, Property & Casualty..., Professional Liability, Risk Management, Brokers, Commercial Lines, Workers Compensation, Casualty, Sales, Marketing, General Insurance, Training, Marketing Strategy, Customer Service, Creative Writing, New Business Development, Business Development, Team Building, Leadership, Small Business, Insurance Brokerage, Advertising, Copywriting, Relationship Management, Account Management, Copy Editing, Customer Satisfaction, Cold Calling, Workers' Compensation..., Speech Writing, Construction Insurance, Salesforce.com, Communication Skills, Business Relationship..., Connecting People, Writing, Adaptability, Positivity, Flexibility, Licensed Property
Education
Lock Haven University of Pennsylvania
B.A. English, English, Critical and Creative Writing, Psychology
JPMorgan Chase May 2012 - August 2014
J.P. Morgan May 2010 - November 2011
TIAA-CREF March 2004 - May 2010
American Century March 2000 - April 2002
Louisiana Army National Guard May 1989 - April 1995
Skills
Series 7, Series 63, Series 65, CRPS, Life & Health Insurance..., Banking, Investments, Mutual Funds, Annuity Sales, Customer Satisfaction, Skilled Relationship..., Sales Force Development, Professional Mentoring, Asset Allocation, Financial Services, Portfolio Management
Education
University of Phoenix 2001 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Louisiana State University 1993 — 1995
Associate of Science (A.S.), Business Administration and Management, General
Southern University and Agricultural and Mechanical College at Baton Rouge
J.P. Morgan July 2014 - Present
DuPont Pioneer May 2013 - April 2014
Skills
Finance, Financial Modeling, Equity Valuation, DCF Valuation, Business Valuation, Financial Forecasting, Mergers & Acquisitions, Data Analysis, US GAAP, SAP, Essbase, EViews, VBA, Microsoft Office, Teamwork, Public Speaking
Education
London Business School 2014 — 2015
Master's degree, Master of Finance
Simpson College 2010 — 2014
Bachelor of Arts (B.A.), Accounting with CPA concentration
J.P. Morgan March 2015 - Present
BNY Mellon 2012 - 2015
UBS Wealth Management August 2011 - December 2011
AXA Advisors May 2010 - September 2010
Skills
Accounting, Financial Reporting, PowerPoint, Microsoft Excel, Portfolio Management, Finance, Bloomberg, Banking, Microsoft Office, Equities, Securities, Fund Accounting, Public Speaking, Account Reconciliation, Microsoft Word, Financial Services, Customer Service, Event Planning, Time Management, Research, Management, Derivatives, Security Clearance, Broker-Dealer Operations
Education
St. Joseph's College 2012 — 2015
Master of Business Administration (MBA), Finance, General
LIU Post
Bachelor's Degree, Finance, General
J.P. Morgan 2009 - Present
PIMCO 2001 - 2007
Education
London Business School 2007 — 2009
MBA, Business, Finance, Entrepreneuship
University of California, Irvine 1995 — 1999
Bachelor of Arts (B.A.), Theatre/Theater
J.P. Morgan 2015 - Present
Chicago Board of Trade 2013 - 2015
US Army 2004 - 2012
Skills
Microsoft Office, Risk Management, Customer Service, Derivatives, Leadership, Economics, Options, Trading, Microsoft Excel, Financial Analysis, Technical Analysis, Energy, Equities, Asset Management, Strategic Planning, Agriculture, Economic Policy, Project Management, Intelligence, Research, KYC, AML
Education
Loyola University Chicago
Bachelor of Science (BS)
Wentworth Military Academy
High School
Amedisys Home Health & Hospice September 2013 - Present
Amedisys May 2012 - September 2013
Amedisys, Inc. November 2009 - May 2012
J.P. Morgan January 2008 - November 2009
Skills
Financial Analysis, Change Management, Process Improvement, Mergers & Acquisitions, Strategic Planning, Financial Modeling, Business Analysis, Business Development, New Business Development, Healthcare, Leadership, Contract Negotiation, Start-ups, Business Strategy, Managerial Finance, Forecasting, Business Process..., Project Management, Management, Marketing, Business Intelligence, Strategic Financial..., Marketing Strategy, Sales Management, Corporate Development, Strategy, Healthcare Industry, Team Building, Account Management, Operations Management, Managed Care, Healthcare Information..., Sales Operations
Education
Louisiana State University 2004 — 2007
BS, International Trade & Finance
J.P. Morgan September 2013 - Present
Eklipse Real Estate November 2012 - July 2013
Loyola Marymount University August 2011 - July 2013
Alpha Kappa Psi Loyola Marymount University January 2012 - May 2013
Skills
Microsoft Office, Mac, Microsoft Excel, PC, Windows, Microsoft Word, Microsoft PowerPoint, Excel Operations..., Production Operations..., Public Speaking, Social Media (LinkedIn,..., Data Analysis, Business, Management, Finance, International Business..., Leadership, Organization, Time Management, Team Involvement, Budgets, Facebook, Operations Management, PowerPoint
Education
Loyola Marymount University, College of Business Administration 2011 — 2013
Bachelor of Business Administration (B.B.A.), Business Management/Human Resources
J.P. Morgan June 2014 - Present
IBERIA Capital Partners June 2013 - 2013
Skills
Financial Modeling, Bloomberg, Microsoft Excel, Accounting, Valuation, Financial Analysis, Microsoft Office, Investment Banking, Oil & Gas Industry, Due Diligence, Investments
Education
Louisiana State University 2010 — 2014
Bachelor of Science (BS), Finance
Terra Public Relations March 2015 - Present
Dave Hansen Whitewater May 2014 - Present
Deep Creek PR February 2014 - January 2015
Seattle Backpackers Magazine March 2014 - August 2014
Louisiana Association of Business & Industry November 2013 - May 2014
Lifestylez Outdoor Adventure Co. December 2011 - February 2014
Sigma Chi Fraternity December 2012 - January 2014
J.P. Morgan May 2013 - August 2013
Freedom Frontier, LLC. May 2013 - August 2013
Marucci Sports August 2011 - December 2011
Skills
Financial Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Economics, Data Analysis, Access, Derivatives, Financial Modeling, Financial Risk, Fixed Income, Risk Management, Valuation, Public Speaking
Education
Louisiana State University 2010 — 2014
current majors, Finance & Political Science
The Lovett School 2006 — 2010
The Boston Consulting Group 2013 - Present
J.P. Morgan June 2012 - July 2012
Skills
Finance, Corporate Finance, Financial Analysis, Auditing, Bloomberg, Entrepreneurship, Valuation, Financial Modeling, Investment Banking, Venture Capital, Economics, Due Diligence, Private Equity, Mergers & Acquisitions
Education
Louisiana State University 2009 — 2013
Bachelor of Science (B.S.), Finance
AEGIS Insurance Services, Inc. July 2011 - Present
Argo Group International Holdings, Ltd. October 2009 - July 2011
Standish Mellon Asset Management September 2000 - October 2009
Scudder Stevens & Clark February 1996 - August 2001
J.P. Morgan January 1990 - February 1996
Salomon Brothers July 1985 - January 1990
Skills
Reinsurance, Volatility, Fixed Income, Investments, Bloomberg, Asset Management, Asset Allocation, Mortgage Lending, Derivatives, Portfolio Management, Risk Management, Mutual Funds, Insurance, Asset Managment, Financial Risk
Education
Louisiana State University 1978 — 1985
BS and MBA, Business and Finance
J.P. Morgan August 2013 - Present
Stifel Nicolaus October 2008 - August 2013
Bain & Company July 2007 - October 2008
Skills
Investments, Financial Analysis, Portfolio Management, Finance, Management, Series 7, Asset Management, Equities, Fixed Income
Education
Loyola Marymount University 2003 — 2006
Bachelor of Business Administration, Finance
Menlo Atherton
SandsPoint Capital Advisors LLC 2014 - Present
J.P. Morgan July 2012 - June 2014
J.P. Morgan June 2011 - August 2011
Office of US Senator Mary Landrieu July 2010 - August 2010
Skills
Private Equity, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Social Media, Event Planning, Marketing, Teamwork, Public Speaking, Financial Analysis, Accounting, Leadership, Market Research, Time Management, Web Design
Education
Louisiana State University 2009 — 2012
BS, Finance
McNeese State University 2007 — 2009
JPMorgan Chase July 2013 - Present
Sungard Investran July 2012 - May 2013
Performance Equity Management, LLC November 2004 - February 2012
J.P. Morgan 2000 - 2004
JPMorgan 1997 - 1999
Skills
Alternative Assets, Private Equity, Operations Management, Financial Software..., Back Office, Manage Client..., Securities, Vendor Management, Alternative Investments, Software Implementation, Relationship Management, Agile Project Management, Financial Services, Investor Relations, Venture Capital, Investments, Management, Banking, Investment Management, CRM, Strategy, Hedge Funds, Client Services, Fund Of Funds
Education
FRA Conference 2011 — 2012
Saint Joseph's College 1994 — 1997
Bachelor of Science (BS), Political Science and Government
Long Island University, C.W. Post Campus 1992 — 1994
Business Administration and Management, General
IFC - International Finance Corporation January 2012 - Present
Earth Capital Partners LLP December 2009 - December 2011
IBIS Capital / IBIS Asset Management Ltd 2006 - 2009
OLEA Capital Partners 2002 - 2005
EMP Global / Emerging Markets Partnership 1997 - 2002
IFC - International Finance Corporation 1992 - 1997
J.P. Morgan 1986 - 1988
Education
London Business School 1990 — 1992
MBA
The University of Birmingham 1982 — 1985
BSc, Economics
Ensemble Technologies, a SunGard Company 1999 - 2004
Trema Treasury Management, a Wall Street Systems Company 1996 - 1998
Credit Suisse Financial Products 1991 - 1995
J.P. Morgan 1989 - 1991
Skills
New Business Development, Strategic Partnerships, Risk Management, Fixed Income, FX Options, Derivatives, Trading Systems, Financial Markets, Sales Presentations, International Sales, Sales Management, Sales, Trading, Business Strategy, Business Analysis, Capital Markets, Business Development, Portfolio Management, Financial Risk, Interest Rate..., Entrepreneurship, Product Development, Equities, Sales Operations, Management, Strategy, Options, Start-ups, Business Planning, Treasury, Structured Products, Financial Services, SaaS, Enterprise Software, Solution Selling, Management Consulting, Finance, Mergers & Acquisitions, Investment Banking, Venture Capital
Education
London Business School 1990 — 1991
Executive Certificate
Luso Computer Institute 1986 — 1987
Diploma
Fidelity Investments July 2012 - Present
London Business School August 2010 - July 2012
J.P. Morgan June 2011 - August 2011
U.S. Embassy Cairo March 2009 - December 2009
513th Military Intelligence Brigade May 2008 - March 2009
513th Military Intelligence Brigade July 2007 - May 2008
U.S. Army Central January 2007 - May 2007
513th Military Intelligence Brigade January 2006 - December 2006
Skills
Emerging Markets, Business Analysis, Asset Management, Finance, Process Improvement, Leadership Development, Operational Planning, Start-ups, Team Building, Bloomberg, Business Planning, Military, Security Clearance, Business Process..., Corporate Development
Education
London Business School 2010 — 2012
MBA, Business
United States Military Academy at West Point 2001 — 2005
Bachelor of Science (BS)
Punahou School 1993 — 2001
J.P. Morgan May 2015 - Present
J.P. Morgan December 2013 - Present
J.P. Morgan September 2014 - May 2015
J.P. Morgan December 2010 - December 2013
H & R Block 2008 - February 2012
Citibank May 1985 - April 1993
Education
Loyola University of Chicago 1980 — 1982
Bachelor of Science (BS), Criminal Justice
Western Illinois University 1978 — 1980
Political Science
Geneva Community High School 1974 — 1978
Diploma, college prep
J.P. Morgan July 2015 - Present
Bank of Lexington May 2006 - June 2012
Skills
Asset Management, Banking, Business Development
Education
Louisiana State University 2009 — 2011
Graduate School of Banking at LSU
University of Mississippi 2002 — 2006
Accounting
Mercuria Energy Trading S.A. October 2014 - Present
J.P. Morgan May 2007 - September 2014
KPMG April 2006 - May 2007
Trilogy February 2005 - April 2006
Enron June 1998 - February 2005
Education
Tulane University - A.B. Freeman School of Business 2003 — 2005
MBA, Finance Concentration
Louisiana State University 1993 — 1998
Bachelor of Science, Finance
NYPPEX Private Markets March 2015 - Present
J.P. Morgan September 2012 - March 2015
SS&C GlobeOp July 2007 - September 2012
Bear Stearns June 2004 - June 2007
Skills
Securities, Middle Office, Investments, Private Equity, Fund Accounting, Financial Services, Back Office, Bonds, Financial Markets, Trading Systems, Financial Reporting, Accounting, Account Reconciliation, Client Services, Microsoft Excel, Project Management, Cross-functional Team..., Due Diligence, Finance, Corporate Actions, Fund Of Funds, Team Leadership
Education
Long Island University, C.W. Post Campus
B.S., Finance
Pace University - Lubin School of Business
M.B.A, Investment Management
MediWiSe - Medical Wireless Sensing October 2012 - January 2015
Dtex Systems January 2009 - August 2013
Eurofarma December 2012 - June 2013
Banco BiG June 2010 - June 2011
J.P. Morgan July 2006 - June 2010
Skills
Management, Structured Products, Investment Strategies, Portfolio Management, Hedge Funds, Business Development, Trading, Derivatives, Fixed Income, Equities, Strategy, Mergers & Acquisitions, Capital Markets, Investment Banking, Finance, Financial Modeling, Business Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
London Business School 2009 — 2010
Executive, Investment Management
London School of Economics and Political Science 2005 — 2005
Finance and Futures, Options and other Financial Derivatives
Università Commerciale 'Luigi Bocconi' 2004 — 2005
Erasmus, Finance
Universidade Católica Portuguesa 2000 — 2005
Economics
Building Global Innovators
Building Global Innovators
J.P. Morgan July 2013 - Present
Chase October 2012 - July 2013
Chase February 2009 - October 2012
Chase June 2005 - February 2009
BMO Harris Bank February 2005 - June 2005
BMO Harris Bank November 2003 - February 2005
BMO Harris Bank June 1999 - November 2003
Loyola University Chicago June 1997 - June 1999
Loyola University Chicago January 1996 - May 1997
Skills
Risk Management, Project Management, Leadership, Process Improvement, Business Analysis, Management, Finance, Financial Services, Team Building, SDLC
Education
Loyola University of Chicago 1995 — 1997
MEd, Higher Education Administration
Loyola University of Chicago 1991 — 1995
Bachelor of Applied Science (B.A.Sc.)
J.P. Morgan February 2011 - Present
The Historical Society serving Sleepy Hollow & Tarrytown 2001 - March 2013
J.P. Morgan July 2005 - February 2011
Manhattanville College September 2004 - July 2005
Manhattanville College 2003 - September 2004
Michele Perkins & Associates May 2000 - April 2002
Mitsubishi Trust January 1997 - May 2000
Education
LIU Post 2002 — 2004
MLIS, Library & Information Science
Mercy College 1987 — 1991
BA, English
Yorktown High 1983 — 1987
LiquidHub March 2014 - Present
J.P. Morgan September 2012 - March 2014
Oracle March 2007 - May 2012
LiquidHub 2005 - 2007
Ciber Inc. September 2004 - 2006
PJM 2004 - 2006
FullTilt Solutions 2000 - 2005
SEI 2002 - 2004
Fulltilt, Inc September 2000 - 2004
Princeton Ecom 2000 - 2002
Skills
SDLC, SOA, Architecture, Agile Methodologies, Web Services, Enterprise Architecture, Requirements Analysis, Java Enterprise Edition, XML, Oracle, SQL, Software Project..., Software Development, Integration, Java, Solution Architecture, Spring, Tomcat, Websphere, Weblogic, Architectures, WebSphere
Education
Loyola Marymount University 1993 — 1995
Computer Science
University of Oklahoma 1981 — 1987
BS, Engineering Physics
J.P. Morgan 2008 - Present
Bank of America 2003 - 2007
Education
Loyola University Chicago 2000 — 2002
J.P. Morgan, Private Banking July 2015 - Present
J.P. Morgan March 2011 - June 2015
Fifth Third Bank January 2009 - March 2011
Merrill Lynch September 2006 - January 2009
Skills
Loans, Mortgage Lending, Credit Analysis, Mortgage Underwriting, Credit, Commercial Lending, Mortgage Banking, Residential Mortgages, Small Business Lending, Consumer Lending, Banking, Commercial Banking, Refinance, Customer Service, Management, Private Banking, Leadership
Education
Loyola University of Chicago 1996 — 2002
Bachelor of Business Administration (B.B.A.), Marketing
Experian Marketing Services October 2014 - Present
TABcom,LLC January 2013 - July 2014
Experian CheetahMail September 2011 - January 2013
Merrill Lynch September 2010 - September 2011
J.P. Morgan February 2010 - September 2010
Smith Barney January 2009 - February 2010
Prudential Financial June 2008 - August 2008
Skills
Management, Marketing, Customer Service, Sales
Education
LIU Post 2006 — 2009
Bachelor’s Degree, Finance & Management
LIU Post 2006 — 2009
Bachelor's degree, Finance and Financial Management Services
J.P. Morgan September 2014 - Present
RBS Global Banking & Markets/ RBS Greenwich Capital August 2005 - August 2014
UBS Investment Bank 2005 - 2005
Countrywide Capital Markets 2000 - 2005
Aames 1998 - 2000
Kaiser Permanente 1996 - 1998
California Institute of Technology/CSUN 1992 - 1996
Moscow Civil Engineering Institute 1989 - 1992
Skills
Business Analysis, Trading Systems, Fixed Income, Capital Markets, Financial Risk, Credit Risk, Financial Modeling, Risk Management, FX Options, Derivatives, Securities, Valuation, Credit Derivatives, Investment Banking, Equities, Structured Products, Interest Rate..., Market Risk, Structured Finance, Hedge Funds, Bonds
Education
Lomonosov Moscow State University (MSU)
Ph.D. in Mathematics, 1989
J.P. Morgan January 2015 - Present
JP Morgan August 2012 - December 2014
Citi September 2007 - August 2012
ED&F Man / Man Financial 1994 - 2004
Cargill Investor Services 1988 - 1993
Skills
Risk Management, Fixed Income, Derivatives, Equities, Trading Systems, Capital Markets, Options, Finance, Trading, Financial Services, Mergers & Acquisitions, Project Management
Education
London South Bank University 1984 — 1988
Bachelor of Arts (B.A.), Business Studies, 2:1
J.P. Morgan June 2013 - Present
J.P. Morgan September 2007 - June 2013
Morgan Stanley Investment Management August 2000 - September 2007
Morgan Stanley August 2000 - September 2007
Morgan Stanley Investment Management - London January 2004 - December 2004
Oppenheimer Capital March 1994 - August 2000
Dreyfus 1992 - 1993
Skills
Securities, Equities, Mutual Funds, Hedge Funds, Financial Services, Fixed Income, Global Custody, Capital Markets, Asset Managment, Middle Office, Electronic Trading, Swaps, Investment Banking, Bonds, Asset Allocation, Financial Risk, Trading Systems, Series 7, Investments, Bloomberg, Corporate Actions, Trading, Emerging Markets, Asset Management, Derivatives, Alternative Investments, Risk Management, Cash Management, Banking, Securities Lending, Back Office, Relationship Management, Equity Derivatives, Portfolio Management, Fund Administration, Options
Education
LIU Post 1989 — 1992
BS, Business Administration
William Blair & Company April 2013 - Present
William Blair & Company 2007 - April 2013
Lazard Middle Market 2005 - 2007
JP Morgan 2004 - 2005
J.P. Morgan 2002 - 2004
Skills
Financial Modeling, Capital Markets, Investment Banking, Valuation, Equities, Corporate Finance, Investments, Private Equity, Fixed Income, Equity Research, Financial Analysis, Portfolio Management, Derivatives, Hedge Funds
Education
The University of Chicago Booth School of Business 2003 — 2006
MBA, Finance, Entrepreneurship
Loyola University Chicago 1997 — 2001
BBA, Finance, Honors
Barclays Investment Bank November 2014 - Present
Barclays Investment Bank December 2009 - October 2014
J.P. Morgan March 1999 - November 2009
Skills
Investment Banking, Mergers, Mergers & Acquisitions, Strategy, Private Equity, Management, Valuation, Financial Modeling, Finance, Corporate Finance, Capital Markets, Financial Analysis
Education
London Business School
MBA
University of Southern California
BS, Finance
J.P. Morgan June 2010 - June 2013
Brewer Investment Group June 2009 - January 2010
Ameriprise Financial Services, Inc. September 1995 - April 2009
Edward Jones January 1993 - May 1995
Euro Atlanitc Securities June 1992 - December 1992
Emrem Financial Services October 1986 - May 1992
Skills
Series 7, Series 63, Mutual Funds, Equities, Investments, Options, Risk Management, Series 65, Wealth Management, Asset Allocation, Securities, Retirement Planning, Investment Advisory, Investment Strategies, Financial Services, Finance, FINRA, Retirement, Strategic Financial..., Strategy, Fixed Annuities, Variable Annuities, Indexed Annuities, Portfolio Management, Alternative Investments, Wealth Management..., Financial Advisory, Series 6, Series 24, Bonds, ETFs, Uniform Combined State..., Investment Management, Fixed Income, Asset Management, Leadership, Financial Planning
Education
Loyola University of Chicago
Accounting & Finance
National-Louis University
Business Management
Northwestern University
Organizational Leadership
J.P. Morgan July 2011 - Present
UBS Investment Bank November 2006 - July 2010
GL Trade November 2003 - 2006
Skills
Market Data, Trading Systems, Electronic Trading, Exchange Connectivity, Equities, Reference Data, Low Latency, Derivatives, Financial Markets, Equity Derivatives
Education
Liverpool John Moores University 1998 — 2002
Bsc Hons, Sports Science
J.P. Morgan June 2014 - Present
J.P. Morgan November 2012 - June 2014
J.P. Morgan June 2008 - November 2012
Rolls-Royce 2005 - 2008
Education
Loughborough University 2006 — 2010
BSc (Hons) Computing and Management
J.P. Morgan June 2013 - Present
Barclays Capital 2011 - June 2013
Goldman Sachs 2001 - 2011
Credit Suisse First Boston 2000 - 2001
Thomson Reuters 1998 - 2000
Mobile Systems International 1996 - 1998
Skills
Derivatives, Fixed Income, Unix, XML, C#, Microsoft SQL Server, Java, Software Project..., Options, Databases, C++, Shell Scripting, Linux, Mule ESB
Education
University of Westminster
M.Sc, Software Engineering
London South Bank University
B.Eng, Mechanical Engineering
J.P. Morgan October 2014 - Present
JP Morgan May 2008 - October 2014
Bank of America September 1994 - May 2008
Continental Illinois January 1977 - September 1994
CBNA 1977 - 1994
Education
Loyola University Chicago
MBA, Finance
University of Wisconsin-Madison
B.A.
University of Wisconsin-Madison
M.A., Latin American Studies
J.P. Morgan February 2012 - Present
J.P. Morgan Asset Management July 2009 - February 2012
J.P. Morgan Asset Management September 2006 - July 2009
University of Southern Mississippi August 2005 - August 2006
Skills
Financial Analysis, Strategic Financial..., Risk Management, Business Development, PowerPoint, Marketing Strategy, Strategic Planning, Microsoft Excel, Fixed Income, Equities, Portfolio Management, Financial Modeling, Series 7, Hedge Funds, Series 63, Asset Managment, Investments
Education
The University of Southern Mississippi 2005 — 2006
MBA, Business Administration
Louisiana State University 2000 — 2004
BS, Business Administration
J.P. Morgan October 2014 - Present
Standard Chartered Bank October 2010 - July 2012
Standard Chartered Bank November 2008 - September 2010
Standard Chartered Bank September 2006 - November 2008
Skills
Investment Banking, Corporate Finance, Financial Modeling, Credit Analysis, Valuation, Financial Analysis, Banking, Credit Risk, Emerging Markets, Commercial Banking
Education
London Business School 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2013 — 2013
International Exchange Programme, MBA
University of Ghana 2001 — 2005
BSc. in Business Administration, Banking and Finance
The Cottonport Bank February 2014 - Present
J.P. Morgan July 2010 - February 2014
Louisiana State University August 2008 - May 2010
Countrywide Full Spectrum Lending October 2006 - October 2007
Skills
Financial Advisory, Financial Analysis, Loans, Mortgage Lending, Finance, Banking, Commercial Banking, Credit Analysis, Financial Statement..., Commercial Lending
Education
Louisiana State University 2008 — 2010
MBA, Finance
Louisiana State University 2002 — 2006
B.S., Finance
J.P. Morgan May 2015 - Present
ICAP August 2013 - April 2015
ICAP July 2011 - August 2013
ICAP August 2010 - July 2011
Skills
Middle Office, Equities, Interest Rate Swaps, Emerging Markets, Bonds, Bloomberg, Capital Markets, Currency, Swaps, Derivatives, Sunguard, Electronic Trading, Trial Balance, Account Reconciliation, Fixed Income, Microsoft Office, Financial Markets, Trading, General Ledger, Microsoft Office 2007, Internet Explorer, Adobe Acrobat, Interest Rates, Reuters 3000
Education
Long Island University, C.W. Post Campus 2006 — 2010
Bachelor's of Science, Dual concentration in International Business & Finance
Regents College of London 2009 — 2009
Dual Concentration International Business & Finance
Chase Bank April 2013 - Present
J.P. Morgan May 2012 - April 2013
JP Morgan Chase Bank, NA May 2003 - November 2010
IBM April 1998 - February 2003
Safeguard Business Systems March 1990 - August 1997
Safeguard Business Systems 1990 - 1997
Education
Loyola University of Chicago 1985 — 1988
BA, Marketing
Elk Grove High School 1979 — 1983
Lonnie Stockwell, CPA - Retired January 2015 - Present
Coaches @ Work, LLC June 2004 - Present
Lighthouse Louisiana September 2012 - December 2014
J.P. Morgan August 2007 - April 2012
Postlethwaite & Netterville July 1996 - April 2006
Skills
Coaching, Executive Management, Leadership, Leadership Development, Management Consulting, Management, Team Building
Education
Louisiana State University
BS, Accounting
IBERIABANK June 2013 - September 2015
J.P. Morgan June 2003 - May 2013
Hibernia National Bank August 2000 - June 2003
Skills
Investments, Portfolio Management, Financial Analysis, Banking, Strategic Planning, Credit, Risk Management, Finance, Credit Analysis, Mortgage Lending, Credit Risk
Education
Louisiana State University 1995 — 2000
Finance
The McCallie School
J.P. Morgan July 2012 - Present
ARZU STUDIO HOPE September 2011 - May 2012
Education
Loyola University Chicago 2008 — 2012
Gramercy 2002 - Present
J.P. Morgan 1986 - 2002
EY 1984 - 1986
Skills
Hedge Funds, Alternative Investments, Asset Management, Fixed Income, Investments, Portfolio Management, Emerging Markets, Private Equity, Equities, Financial Modeling, Due Diligence, Investment Banking, Trading, Valuation, Derivatives, Securities, Options, Business Development, Investment Strategies, Business Strategy
Education
New York University, Stern School of Business 1988 — 1992
Master of Business Administration (MBA), Finance and Financial Management Services
Long Island University, C.W. Post Campus 1980 — 1984
Bachelor of Science (BS), Accounting, Minor in Economics
ICOM Capital Group July 2012 - Present
Sterne Agee June 2010 - July 2012
J.P. Morgan June 2006 - 2009
Skills
Banking, Budgets, Capital Markets, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Investments, Portfolio Management, Process Improvement, Series 7, Strategic Financial..., Strategic Planning, Valuation
Education
Louisiana State University 1998 — 2003
BS, Finance
J.P. Morgan September 2014 - Present
J.P. Morgan July 2012 - September 2014
Drift Web Design Incorporated September 2011 - May 2012
J.P. Morgan June 2011 - September 2011
UnitedHealthcare June 2010 - August 2010
Skills
Facebook, Social Media Marketing, Event Planning, Microsoft Office, Marketing Strategy, Microsoft Excel, Blogging, Advertising, Leadership, Event Management, Nonprofits, Marketing, Sales, Public Relations, Management
Education
Louisiana State University 2008 — 2012
Bachelor of Science (B.S.), Marketing, 3.26
United Airlines March 2015 - Present
United Stationers October 2014 - March 2015
CME Group February 2014 - August 2014
J.P. Morgan July 2012 - February 2014
KnowledgeAdvisors February 2011 - March 2012
Ansley Business Materials 2009 - 2011
Accenture 2000 - 2002
Aon Hewitt 1999 - 2000
Skills
Windows 7, Microsoft Office, SAP, Salesforce.com, Internet, ECM, XML Tools, Saba, Adobe, Adobe Creative Suite, SharePoint, PowerPoint, Excel, Organizational..., Organizational..., Change Management, OneNote, Database Administration, Data Analysis, Business Analysis, Business Process, Business Strategy, Project Coordination, Project Planning, Project Implementation, Customer Relations, Training & Development, Microsoft Excel, Customer Service, Software Documentation, Process Improvement, Project Management, Requirements Gathering, Training, Business Requirements, Business Development, Business Process..., Integration, Vendor Management, Requirements Analysis, Visio, Access, Analysis, Lotus Notes, MS Project, Project Portfolio..., Databases, SaaS, SDLC, Team Leadership
Education
Loyola University Chicago 1994 — 1998
B.A., Pyschology
Career Academy
Certificate, Project Management
Crowne Plaza Austin October 2013 - January 2014
Whole Foods Market August 2011 - September 2013
Aramark March 2010 - February 2011
Aramark January 2008 - January 2010
Aramark May 2006 - January 2008
Tru Decking & Construction April 2002 - April 2006
J.P. Morgan January 2000 - February 2002
MPG Office Trust May 1999 - November 1999
Maguire Partners April 1999 - May 1999
DreamWorks Animation September 1998 - April 1999
Skills
Catering, Sales, Trade Shows, Hospitality, Customer Service, Event Planning, Food & Beverage, Event Management, Meeting Planning, Marketing, Restaurants, Hospitality Management, Hotels, Budgets, Project Management, Staff Management, Management, Investment Banking, Fundraising, Travel Management, Employee Training, Social Media Marketing, Account Management, Hotel Sales, Brand Management, Credit Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, Mac OS, Hotel Management, Networking
Education
Los Angeles City College 2008 — 2009
Real Estate
J.P. Morgan December 2009 - Present
Citigroup Smith Barney October 1992 - December 2009
American Express Financial Advisors January 1989 - July 1992
Skills
Series 7, Series 24, Series 65, Series 63, NYS Life, Wealth Accumulation..., Financial Analysis, Retirement Planning, Team Leadership, Portfolio Management
Education
Louisiana State University 1986 — 1988
MBA, Accounting and Finance
State Board of CPAs- Louisiana 1989 — 1990
Certified Public Accountant- CPA Certified, Accounting
J.P. Morgan May 2014 - Present
J.P. Morgan September 2012 - Present
J.P. Morgan 2009 - September 2012
J.P. Morgan 2007 - 2009
J.P. Morgan 2004 - 2007
Chase Manhattan Bank 1998 - 2004
Education
Long Island University, Southampton Campus
ATKing Consulting March 2011 - Present
Risk Management Solutions of America March 2011 - Present
Harold Washington College 2010 - Present
J.P. Morgan June 2005 - February 2011
Olive Harvey Junior College September 2004 - June 2005
Harris Bank June 1999 - June 2005
South Shore Bank April 1994 - September 1998
First Chicago Bank & Trust April 1983 - April 1993
First Chicago April 1981 - June 1983
Navistar/formerly International Harvestor June 1973 - April 1982
Skills
Management, Financial Analysis, Financial Modeling, Strategic Financial..., Investments, Valuation, Finance, Mergers & Acquisitions, Private Equity, Risk Management, Due Diligence, Portfolio Management, Financial Reporting, Asset Management, Equities, Loans, Strategy, Business Planning, Strategic Planning, Investment Banking, Financial Services, Accounting
Education
Loyola University of Chicago 1975 — 1978
MBA, Finance
Roosevelt University 1967 — 1973
BSBA, Accounting
Eclipse Bank January 2012 - Present
PNC Financial Services April 2003 - September 2011
J.P. Morgan July 1972 - April 2003
Skills
Loans, Banking, Commercial Banking, Credit, Credit Risk, Financial Analysis, Team Building, Microsoft Office
Education
Louisiana State University 1982 — 1984
Graduate School of Banking of the South
University of Virginia 1979 — 1981
Graduate School of Consumer Banking
University of Louisville 1973 — 1978
BS, Business Management
J.P. Morgan March 2013 - Present
J.P. Morgan/Allegis Group Services June 2012 - March 2013
NYC Department of Education August 2006 - February 2012
Get Up and Go Tours, Inc. June 2002 - August 2006
Skills
Microsoft Office, Customer Service, Public Speaking, Event Planning, Educational Technology
Education
Long Island University, C.W. Post Campus 2003 — 2006
M.S., Adolescent Education in Biology
SUNY Stony Brook 2002 — 2003
B.S, Health Care Management
University of Delaware 1999 — 2002
Biology, General
A Place Called Home 2015 - Present
J.P. Morgan December 2013 - 2014
UCLA 2013 - 2014
Youth Policy Institute 2009 - 2014
Skills
Community Outreach, Program Development, Nonprofits, Grant Writing, Fundraising, Program Evaluation, Volunteer Management, Public Speaking, Teaching, Tutoring, Event Planning, Higher Education, Curriculum Design, Student Affairs, Community Development
Education
University of California, Los Angeles
Bachelor of Science (BS), Mathematics/Economics
Los Angeles Mission College
Associate of Science (A.S.), Mathematics
MetLife August 2010 - Present
Federal Reserve Bank of New York July 2009 - August 2010
J.P. Morgan August 2000 - February 2009
PwC 1995 - 1998
Skills
Corporate Finance, Corporate Treasury, Capital Markets, International M&A, Team Leadership, Client Development, Financial Analysis, Financial Modeling, Financial Reporting, Capital Structure, Capital Projects, Risk Management, International Finance, Restructuring, Investment Banking
Education
London Business School 1997 — 1998
Master's degree, Finance, General
J.P. Morgan January 2011 - Present
UBS 2001 - 2011
Thomas Weisel Partners January 2000 - November 2001
Education
University of San Diego 1981 — 1984
Bachelor of Arts with Honors, Economics
London Business School 1984 — 1985
Sabino High School
J.P. Morgan September 2014 - Present
Morgan Stanley December 2011 - Present
Morgan Stanley January 2003 - November 2011
Morgan Stanley July 1994 - December 2002
National Securities Clearing Corporation July 1993 - June 1994
Skills
Software Development, Compilers, Internet, Cloud Computing, Investment Banking, Trading Systems, Securities, Derivatives, Options, Fixed Income, Equities, Sybase, SDLC, Hedge Funds
Education
Московский Государственный Университет им. М.В. Ломоносова (МГУ) / Lomonosov Moscow State University (MSU) 1988 — 1993
Master's degree, Computer Science
PNC Business Credit March 2012 - Present
Union Bank March 2009 - March 2012
J.P. Morgan February 2002 - March 2009
Deutsche Bank 2000 - 2002
Congress Financial 1998 - 2000
Union Bank 1996 - 1998
Wells Fargo Foothill 1992 - 1996
Education
Loyola Marymount University 1987 — 1991
Bachelor of Science (BS), Accounting
ClearPoint Federal Bank & Trust October 2013 - Present
J.P. Morgan June 2008 - October 2013
J.P. Morgan June 2006 - June 2008
Skills
Personal Trust..., Estate Planning, Team Management
Education
Loyola University Chicago School of Law 2003 — 2006
Doctor of Law (J.D.), Tax Law/Taxation & Estate Planning
University of Notre Dame 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Psychology
J.P. Morgan May 2014 - Present
Platinum Home Mortgage June 2013 - May 2014
NewDay USA September 2012 - March 2013
Stifel Financial Corp. February 2009 - September 2012
Morgan Stanley June 2008 - January 2009
U.S. Customs and Border Protection May 1900 - May 1901
Skills
FHA, VA loans, Mortgage Banking, Financial Services, New Home Construction, Series 7, 63
Education
Loyola University Chicago
Legal Studies, Securities Law, 3.98
Western Illinois University
Bachelor of Science (BS), LEJA, Spanish, 3.93
J.P. Morgan August 1985 - Present
Chase Asset Management August 1998 - August 2001
The Portfolio Group August 1993 - August 1998
Chemical Investment Management August 1989 - August 1993
Favia Hill Investment Managament August 1985 - August 1989
Education
Long Island University, C.W. Post Campus 1991 — 1995
Master of Business Administration (MBA), Finance
Stony Brook University
Bachelor of Arts (BA), Economics
Convergex April 2014 - Present
J.P. Morgan January 2004 - February 2014
Electronic Brokerage Systems July 2001 - December 2003
Merrill Lynch July 2000 - October 2001
O'Connor & Co. March 1997 - June 2000
The LaSalle Group March 1994 - March 1997
Skills
Technical Analysis, Trading Floor, Futures Trading, Equities, Trading Strategies, Electronic Trading, Compliance, Market Analysis, Equity Trading, Options, Trading, Equity Derivatives, Series 7, Index Options, Trading Systems, Bloomberg Terminal, Hedge Funds, Financial Markets
Education
Loyola University Chicago
Bachelor of Science (BS)
Fenwick
TIAA-CREF February 2013 - Present
J.P. Morgan July 2010 - February 2013
Credit Suisse July 2008 - June 2010
Education
London Business School 2006 — 2008
Master of Business Administration (MBA)
University of California, Berkeley 1998 — 2002
Bachelor of Arts (B.A.), Economics and History
J.P. Morgan October 2011 - Present
Walmart April 2008 - October 2010
Skills
Advanced Office Skills, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Organization &..., Team Management, Analytical Skills, Teamwork, Team Leadership, Written & Verbal..., Interpersonal Skill, Customer Service...
Education
Louisiana Delta Community College-Monroe Campus 2013 — 2015
Business/Office Automation/Technology/Data Entry
J.P. Morgan July 2015 - Present
Damore Dental Lab, LLC June 2010 - June 2015
Lock Haven University August 2014 - May 2015
Skills
Microsoft Word, Public Speaking, Public Relations, Advertising, Spanish, Mentoring, Leadership, Customer Service, News Writing, Speech Writing, Microsoft Office, PowerPoint, Research, Social Networking, Time Management
Education
Lock Haven University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Communication