J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
J.P. Morgan List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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J.P. Morgan Employees
J.P. Morgan October 2011 - Present
ALDO Group March 2008 - September 2011
Skills
Banking, Financial Analysis, Finance, Customer Service, Risk Management, Payroll, Management, Sales, Employee Training, Communication, Teamwork, Leadership
Education
Northeastern Illinois University
Bachelor's Degree, Human Resources Development
EMPOWER Retirement September 2014 - Present
J.P. Morgan March 2009 - August 2014
Northwest Missouri State University August 2008 - December 2008
Skills
Adobe Creative Suite, Logo Design, Illustrator, Photoshop, Packaging, Illustration, Collateral, Graphic Design, InDesign, QuarkXPress, Advertising, Adobe Acrobat, Web Design, Dreamweaver, Social Media, Email Marketing, Flash, Mac, Typography, Branding & Identity, Pre-press, Layout, Brochures, Newsletters, Photography
Education
Northwest Missouri State University 2004 — 2008
B.F.A., Graphic Design
Northwest Missouri State University
J.P. Morgan August 2014 - Present
J.P. Morgan September 2012 - August 2014
Macy's November 2007 - November 2012
JPMorgan Chase August 2011 - September 2012
JPMorgan Chase March 2010 - August 2011
Skills
Mortgage Lending, Leadership, Banking, Credit Analysis, Loans, Finance, Mortgage Underwriting, Customer Service, Financial Analysis, Risk Management, Loan Origination, Asset Management, Series 63, Residential Mortgages, Private Banking, Income Properties, Team Building, High Net Worth..., Venture Capital, Asset Managment, Start-up Ventures, 10b5-1 Plans, Rule 144
Education
University of Wisconsin-Milwaukee 2006 — 2009
Bachelor, Finance
Northern Michigan University
Mobile Notary Services August 2013 - Present
J.P. Morgan July 2012 - August 2013
JPMorgan Chase December 2010 - June 2012
Skills
Customer Service, Research, Public Speaking, Strategic Planning, Banking, Investment Banking, Sales, Wealth Management..., Cross Selling, Sales Presentations, Series 6, Series 63, Notary Public, Licensed Life Insurance..., Entrepreneurship
Education
Northwest Florida State College
J.P. Morgan September 2008 - November 2011
Skills
Customer Service, 10 Key, Team-oriented, Work Well Independently, Learning Quickly, Written & Verbal..., Determination to Succeed, Highly Organized &..., Outstanding time..., Dedication to..., Building Customer..., Computer Proficiency, Cash Handling Experience, Internal Audit, Leadership, Follow-through Skills
Education
Northeastern Illinois University 2010 — 2015
Accounting
J.P. Morgan April 2015 - Present
J.P. Morgan February 2014 - January 2015
Magna September 2013 - October 2013
BNY Mellon January 2013 - June 2013
John Hancock Financial Services January 2012 - June 2012
Chopstix - Asian Cuisine December 2011 - December 2011
Skills
Hedge Funds, Fund Accounting, Investments, Financial Modeling, Equities, Fixed Income, Derivatives, Equity Valuation, Bloomberg Terminal, Financial Modelling, Corporate Finance, Equity Derivatives, Interest Rate..., Intercultural..., Charles River Database..., AS400 System, FTID Database, Pricing Direct Database, S&P Credit Portal, MIRA - Real Estate..., Microsoft Word, PowerPoint
Education
Northeastern University 2009 — 2014
Bachelor of Finance, Major: Finance; Minor: Economics, 3.45 GPA
London School of Economics and Political Science 2013 — 2013
Financial Derivative Valuation, the Debt Markets, and the Macroeconomy
Pillars of Wall Street 2013 — 2013
Investment Banking and Equity Valuation
Fabulous Arizona July 2013 - Present
Keller Willams Realty August 2013 - April 2015
The Hermosa Inn September 2012 - August 2013
Mission3 June 2011 - September 2012
Mission 3, Inc. January 2011 - June 2011
J.P. Morgan June 2009 - May 2010
Skills
Marketing, Public Relations, Microsoft Office, Organization, Social Media, Communication, Advertising, Hospitality, Event Planning, Marketing Communications, Social Media Marketing, Press Releases, Social Networking, Facebook, Newsletters, Sales, Blogging, Email Marketing, Online Marketing
Education
Northern Arizona University 2007 — 2010
Bachelors of Science (B.S.), Public Relations and Advertising
Arizona School of Real Estate & Business
Real Estate, Real Estate
Textron Corporate August 2015 - Present
Textron - Kautex July 2014 - July 2015
Bank of America December 2011 - March 2014
Bell Helicopter June 2013 - August 2013
Citi March 2009 - December 2011
J.P. Morgan October 2007 - March 2009
Au Bon Pain April 2006 - October 2007
Starbucks March 2007 - June 2007
Members February 2006 - April 2006
Productos Exclusivos March 2004 - December 2005
Education
Texas Christian University 2011 — 2014
Bachelor's degree, Economics/Finance
North Lake College
Associate, Science; Business
J.P. Morgan March 2013 - Present
Allstate July 2010 - January 2012
IBC Bank December 2007 - July 2009
Skills
Insurance, Sales, Credit, Banking, Portfolio Management, Loans, Credit Cards, Financial Analysis, Risk Management, Financial Risk, Financial Services, Payments, Investments
Education
Northwest Vista College 2012 — 2014
Associate's Degree, Business Administration and Management, General
Google June 2014 - Present
Google October 2013 - May 2014
Google June 2011 - September 2013
J.P. Morgan March 2008 - May 2011
J.P. Morgan April 2010 - November 2010
JPMorgan July 2007 - March 2008
JPMorgan July 2006 - July 2007
J.P. Morgan January 2005 - June 2005
UBS January 2003 - June 2003
Bainco International Investors January 2002 - June 2002
Skills
E-commerce, foreign excha, YouTube, PPC, Strategic Partnerships, SEM, Sales, Strategy, Trading, Leadership, Mobile Devices, Training, Recruiting, New Business Development, Salesforce.com, Lead Generation, Online Advertising, Social Media, Social Media Marketing
Education
Northeastern University 2001 — 2006
BS in Business Administration, Finance & Insurance, Accounting
JPMorgan Chase January 2014 - Present
J.P. Morgan July 1990 - December 2013
The Boston Company 1988 - 1990
Skills
Cash Management, Treasury Management, Treasury Services, Liquidity Management, ACH, Commercial Banking, Banking, Banking Relationships, Merchant Services, Payments, Middle Market, Asset Based Lending, Credit Risk, Relationship Management, CRM, Financial Services, Leadership, Finance, Portfolio Management
Education
Northeastern University 1992 — 1995
MBA, Business Administration and Management, General
Wheaton College (MA) 1983 — 1987
BA, Economics and Spanish
Universidad de Salamanca 1986 — 1986
Junior Year Abroad, Economics and General Studies
J.P. Morgan January 2015 - Present
L'Occitane en Provence November 2012 - January 2015
JPMorgan Chase July 2011 - January 2015
Skills
Communication, Customer Service, Employee Training, Cash Handling Experience, Retail, Data Entry, Teamwork, Time Management, Customer Satisfaction, Training, Customer Experience, Hiring, Interviews, Leadership, Sales, Recruiting
Education
Northeastern Illinois University 2010 — 2013
Bachelor's Degree, Human Resources Development
Oakton Community College
Associate of Arts and Sciences (A.A.S.)
Schaeffner, Miller, Hasting, Connelly & Co. September 2015 - Present
PRx Performance August 2014 - Present
J.P. Morgan May 2006 - December 2011
Variant Research 2004 - 2006
Independent Perspectives, LLC May 2002 - May 2004
Skills
Series 7, Series 63, Series 24, Socially Responsible..., Marketing, Social Media, Social Networking
Education
Northeastern University 1997 — 2002
Bachelors of Science in International Business, Finance, General, Honors
University of Massachusetts, Amherst
Master's degree, Foods, Nutrition, and Related Services
Universidad Pontificia Comillas
Aterdux Entertainment October 2013 - Present
Freelance October 2006 - May 2015
IQNavigator July 2012 - July 2013
Pearson Technology March 2012 - April 2012
TPP Wholesale September 2011 - February 2012
Sprayfoam Southwest/Roofing Southwest February 2010 - June 2010
J.P. Morgan February 2009 - February 2010
Skills
MySQL, TCP/IP, Software Documentation, PHP, JavaScript, HTML, Linux, SharePoint, Interpersonal..., B2B Communication, Social Media..., Technical Writing, Microsoft Office, Web Content Management, Online Publishing
Education
Northern Virginia Community College
Communication Studies
Accotink Alternative Learning Center 2007 — 2008
Highschool Diploma
J.P. Morgan May 2015 - Present
Citibank January 2014 - December 2014
Glow Foundation 2010 - 2014
Citibank 2005 - 2013
Citibank 2003 - 2004
Citibank 1989 - 2002
Skills
P&L Management, Sales Management, Strategic Planning, Financial Analysis, Business Development, Strategy, Retail Banking, Business Strategy, Management, Banking, Leadership, Recruiting, Finance, Sales, Portfolio Management, Loans, Credit
Education
Northeastern University
Bachelor's Degree
The College of New Jersey
Cerner Corporation September 2014 - Present
J.P. Morgan January 2013 - Present
H&R Block August 2012 - January 2013
H&R Block December 2011 - August 2012
Skills
Customer Service, Microsoft Office, Marketing, Microsoft Excel, Event Planning, Strategic Planning, Event Management, Microsoft Word, Leadership, PowerPoint, Marketing Strategy, Team Building
Education
Park University 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
Northwest Missouri State University
Bachelor of Business Administration (B.B.A.), Accounting
CBIG Consulting June 2014 - Present
Northern Illinois University December 2013 - May 2014
J.P. Morgan January 2010 - January 2011
Skills
Sales, PowerPoint, Finance, Microsoft Excel, Strategic Planning, Financial Analysis, Tableau, Marketing Strategy, Team Building, Interpersonal Skill, Manage Client..., Coaching, Business Strategy, Data Analysis, SQL, Microsoft Office, Customer Service, Training
Education
Northern Illinois University 2012 — 2014
Bachelor's degree, Finance
wauconda
Allstate November 2014 - Present
The Law Offices of Matthew J. Karras May 2012 - Present
Urgo & Nugent, Ltd. May 2013 - January 2014
J.P. Morgan September 2012 - March 2013
Zeke Giorgi Legal Clinic August 2011 - December 2011
DeKalb County State's Attorney Office May 2011 - December 2011
Northern Illinois University May 2011 - December 2011
Illinois Attorney's General Office June 2010 - May 2011
Education
Northern Illinois University College of Law 2009 — 2011
JD, Law
Purdue University 2005 — 2009
B.A, Political Science (Declaration of Pre-Law Studies)
Lyons Township High School 2001 — 2005
The Vitality Group Inc. September 2014 - Present
Fidelity National Information Services March 2013 - September 2014
J.P. Morgan December 2012 - December 2012
Aon Hewitt January 2009 - November 2012
US Army Corps of Engineers May 2006 - August 2008
Royal Management Corporation June 2004 - August 2005
Skills
Leadership, IT Operations, Process Improvement, Management, Operations Management, Java, JavaScript, Databases, System Architecture, Collaborative Innovation, Collaborative Leadership, Analysis, Superior written &..., Google Analytics, SQL, Training, SDLC, Integration, Data Mining, Oracle, SharePoint, Requirements Analysis, Requirements Gathering, Project Planning, FTP software, Access, SQL DB2, VBA, DB2, Pension Systems, Microsoft SQL Server, .NET, Pensions, Human Resources, Defined Benefit, Business Requirements, HTML 5, CSS3, jQuery, D3.js, Microsoft Office, Microsoft Excel
Education
Northern Illinois University 2004 — 2008
Bachelor of Science Degree, Economics
Prudential Financial April 2015 - Present
Charlotte Soccer Academy (CSA) January 2013 - Present
Orsa International Corp. March 2014 - March 2015
Merrill Lynch June 2011 - February 2014
Bank of America August 2010 - June 2011
J.P. Morgan November 2009 - August 2010
Merrill Lynch October 2009 - November 2009
E*TRADE Financial July 2009 - July 2009
CitiFinancial June 2009 - June 2009
Merrill Lynch May 2007 - December 2008
Skills
Financial Planning, Investments, Wealth Management, Financial Advisory, Derivatives, Series 7, Asset Allocation, Asset Management, Retirement Planning, Insurance, Mutual Funds, Banking, Annuities, Portfolio Management, Equities, Securities, Fixed Income, Business Analysis, Long Term Care, Mortgage, Asset, Investment Advisory, Strategic Planning, Retirement Income..., Financial Analysis, Retirement, Estate Planning, Equity Research, Financial Modeling, Investment Strategies, Wealth, Alternative Investments, Series 66, Personal Finance, Wealth Accumulation, Insurance Planning, Financial Advice, Bonds, Business Planning, Charitable Giving, Financial Management, Investor Relations, Saving for Education, Business Strategy, Investment Products, Private Wealth..., IRA's, High Net Worth..., Stocks, ETFs
Education
FINRA - Series 66 2007 — 2007
Series 66, Financial Services
FINRA - Series 7 2007 — 2007
Series 7, Financial Services
NC Department of Insurance 2007 — 2007
Life, Accident and Health and Variable Life/Variable Annuities, Financial Services
Northeastern University 1988 — 1989
Associate Degree, Management of Information Systems
Universidade Federal do Espírito Santo 1982 — 1986
Bachelor in Sciences, Economics and Financial Services
J.P. Morgan May 2014 - Present
Credit Agricole July 2013 - April 2014
Northeastern Huntington Management Consulting January 2013 - March 2013
Goldman Sachs July 2012 - December 2012
Goldman Sachs January 2011 - July 2012
Wellington Management January 2010 - June 2010
Skills
Microsoft Excel, Capital Markets, VBA, PowerPoint, Microsoft Word, Investment Banking, Bloomberg, Capital IQ, Corporate Finance, Valuation, Macros Building, Credit Risk, Trading, Fixed Income, Equities, Financial Modeling
Education
Northeastern University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.7
J.P. Morgan September 2011 - Present
JPMorgan Chase 2011 - Present
Hot Topic April 2001 - April 2011
Skills
Credit, Banking, Loans, Customer Service, Relationship Management, Vendor Management, Sales, Credit Analysis, Financial Services, Microsoft Excel, Financial Analysis
Education
University of Phoenix 2009 — 2011
Bachelor of Applied Science (B.A.Sc.), Business/Corporate Communications
Northern Arizona University
Bachelor of Arts (BA), Music Performance, General
EY 2010 - 2011
J.P. Morgan 2007 - 2010
PwC 2007 - 2007
Skills
Financial Analysis, SEC filings, Sarbanes-Oxley Act, Financial Accounting
Education
Northeastern University 2006 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Northeastern University 2006 — 2007
Master of Science (MS), Accounting
University of Massachusetts Dartmouth 2002 — 2006
Bachelor of Arts (BA), Economics
Income Research + Management November 2014 - Present
State Street 2012 - 2014
State Street 2011 - 2013
J.P. Morgan 2008 - 2011
New York Life Insurance Company 2006 - 2007
Skills
Financial Services, Business Development, Risk Management, Financial Reporting, Team Management, Client Onboarding, Technology Adoption, Outsourcing, Sales
Education
Northeastern University 2010 — 2013
Master of Business Administration (M.B.A.)
Northeastern University 2001 — 2005
Bachelor of Science in Business Administration (B.S.B.A)
J.P. Morgan August 2014 - Present
Bridgeview Bank Mortgage November 2012 - July 2014
JPMorgan Chase February 2008 - December 2012
Best Buy September 2002 - February 2008
Education
Northeastern Illinois University 2012 — 2014
Accounting, Business
Northeastern Illinois University 2004 — 2008
Business Management
Northern Trust May 2012 - Present
J.P. Morgan September 2009 - May 2012
Chase Investment Services 2007 - 2009
Chase Bank June 2005 - September 2007
Skills
Investments, Bloomberg, Asset Allocation, Wealth Management, Equity Derivatives, Hedge Funds, Portfolio Management, Alternative Investments, Project Management, Series 7, Series 6, Series 63, Private Equity, Fixed Income Analysis, Trading, Banking, Mutual Funds, Investment Advisory, Relationship Management
Education
Northern Illinois University
MBA
University of Illinois at Urbana-Champaign
BA, Economics
Fenwick High School
Village of Justice, IL May 2013 - Present
J.P. Morgan 2008 - Present
JPMorganChase February 2001 - Present
JP Morgan Chase 1995 - Present
JPMorganChase 1995 - 2011
Skills
Onboarding, Needs Analysis, Training Delivery, Vendor Management, Performance Management, Change Management, Training, Process Improvement, Performance Improvement, Organizational..., Coaching, Leadership Development, Workshop Facilitation, Instructional Design, Learning Management, Program Management, Instructor-led Training, Team Building, Leadership, Call Centers, Captivate, Risk Management, Recruiting, Team Leadership, Banking, Business Process..., Business Analysis, Management, Management Consulting, Relationship Management, Strategy
Education
Northeastern Illinois University
Bachelor od Arts, Secondary Education
Taft High School, Chicago, IL
Eaton Vance October 2014 - Present
J.P. Morgan January 2013 - October 2014
OpFocus, Inc. September 2011 - September 2012
Skills
Financial Reporting, Microsoft Excel, Salesforce.com, Mathematics, Problem Solving, Mutual Funds, Bloomberg, Analysis, Data Analysis, Management, Sales, Social Media
Education
Northeastern University 2006 — 2011
Bachelor of Science Degree, Mathematics
University of Pennsylvania 2007 — 2007
Central High School 2002 — 2006
High School Diploma
J.P. Morgan May 2015 - Present
JPMorgan Private Bank January 2014 - May 2015
JPMorgan Chase March 2013 - December 2013
Chase Investments August 2012 - December 2013
JPMorgan Chase August 2011 - March 2013
North Shore School District 112 January 2009 - June 2011
Skills
Financial Analysis, Asset Management, Private Banking, Sales, PowerPoint, Customer Service, Microsoft Excel, Asset Based Lending, Portfolio Management, Microsoft Office, Microsoft Word, Banking, Retail Banking, Personal Banking, Installment Loans, Mortgage Lending, Finance
Education
NA
Northern Illinois University 2004 — 2008
BSED
Northeastern Illinois University 2009 — 2010
Endorsement, Mathematics
J.P. Morgan April 2013 - Present
Merrill Lynch August 2010 - April 2013
Skills
Series 7, Series 63, Series 65
Education
Northeastern University 2004 — 2008
BA, Communication and Media Studies
Fidelity Investments April 2012 - Present
J.P. Morgan September 2010 - March 2012
J.P. Morgan October 2009 - September 2010
J.P. Morgan June 2006 - October 2009
J.P. Morgan February 2004 - June 2006
J.P. Morgan June 2000 - February 2004
Skills
Office, PowerImage, Charles River, JPMorgan TRAC..., Vision Lite, Sungard, Fundstation, Fundsmith, Mathematical Analysis, Team Leadership, Personality, Corporate Communications, AML, Legal Compliance, Mutual Funds, Financial Reporting, Fund Accounting, Legal Administration, Training & Development, Investment Compnay Act..., Investments, Financial Analysis, Asset Management, Hedge Funds
Education
Northern Kentucky University 2002 — 2008
Bachelor's degree, Organizational Leadership
T & H Auto Service February 2013 - Present
J.P. Morgan September 2011 - July 2013
Timberland Retail Outlet October 2010 - June 2011
College Works Painting June 2008 - September 2008
Super H-Mart March 2007 - August 2008
Office Max June 2005 - May 2006
Skills
Sales, Marketing, Customer Service, Time Management, Marketing Strategy, Selling, Pricing, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Management, Leadership, Social Media, Teamwork, Access, Event Planning
Education
Northern Illinois University 2006 — 2011
Bachelor of Science, Business Administration; Business Administration
Western & Southern Financial Group July 2012 - Present
JPMorgan Chase February 2008 - March 2012
J.P. Morgan January 2009 - September 2009
J.P. Morgan February 2008 - January 2009
Citigold Smith Barney June 2005 - November 2008
Primerica August 2004 - June 2005
Citi Cards Service and Sales July 2003 - August 2004
Skills
Risk Management, Banking, Investments, Training, Management, Mutual Funds, Sales, Customer Service, Finance, Retirement
Education
Northern Kentucky University 1999 — 2003
BS, Political Science and History
J.P. Morgan April 2014 - Present
Mast Global Fashions July 2012 - April 2014
Fisher College of Business – Department of Finance January 2012 - April 2012
Archer Daniels Midland May 2009 - January 2011
Archer Daniels Midland January 2008 - January 2009
Skills
Microsoft Office, Finance, Trading, Microsoft Excel, Capital Markets, SAP ERP, SAP Netweaver, Essbase, Hyperion Planning, MicroStrategy Reporting, Microstrategy, Trend Forecasting, Financial Forecasting, Department Budgeting, Budget Forecasts, Budget Process, Credit Analysis, Variance Analysis, Financial Variance..., Cost Variance Analysis, Thomson Reuters Baseline, Enterprise Valuation, DCF Valuation, Trading Comps, Portfolio Management, Banking, SuccessFactors, ecVision XpressCommerce, SharePoint, AIS Document Direct, Financial Modeling, Accounting, Forecasting, Management, Financial Reporting, Financial Analysis, Analysis, Leadership, Microsoft Word, Valuation, PowerPoint, Investments
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2012
Bachelor of Science (B.S.), Finance, 3.72
Northern Illinois University 2008 — 2009
US Lacrosse April 2009 - Present
J.P. Morgan June 2015 - August 2015
Self-Help International January 2015 - May 2015
J.P. Morgan June 2014 - August 2014
Johnson & Johnson June 2013 - January 2014
Skills
Microsoft Office, Microsoft Excel, Spanish, Time Management, Customer Service, PowerPoint, SPSS, Coaching, Facebook, SAP BW, OMI
Education
Northeastern University 2011 — 2015
Bachelor of Science (B.S.), International Business: Concetration in Finance, Minors in International Affairs and Spanish, GPA: 3.77
Pinkerton Academy 2007 — 2011
J.P. Morgan August 2014 - Present
Chase Paymentech March 2013 - July 2014
Liberty Mutual Insurance November 2011 - February 2013
CNA Insurance October 2011 - November 2011
State Street May 2011 - October 2011
Skills
Java, Struts, WebSphere Process Server, WebSphere Application..., Eclipse, PL/SQL, JUnit, DB2, Unix, RAD, Tomcat, IBM Websphere Process..., WebSphere Integration..., JMeter, MQ, Selenium, Spring
Education
Northwest Missouri State University 2009 — 2011
Master's degree, Applied computer Science
VNR VJIET 2005 — 2009
Bachelor's degree, Information Technology
J.P. Morgan, Chase & Co. May 2013 - Present
JPMorgan Chase August 2010 - May 2013
J.P. Morgan, Chase & Co. August 2010 - May 2013
Deutsche Bank April 2005 - April 2010
J.P. Morgan May 2000 - May 2005
Bear, Stearns, & Co. May 1999 - May 2000
Gillette Company January 1997 - June 1997
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Financial Modeling, Derivatives, Valuation, Bloomberg, Corporate Finance, Hedge Funds, Private Equity, Financial Analysis, Emerging Markets, Bonds, Swaps, Trading, Structured Products, Structured Finance, Securities, Bloomberg Terminal, Settlement, Financial Services, Options, Financial Markets, Middle Office, FX Options, Mutual Funds, Portfolio Management, Series 7, Asset Management, Investments, Market Risk, Trading Systems, Financial Risk, Corporate Actions, Banking, Risk Management, Finance, Alternative Investments, Credit Risk, Prime Brokerage, Equity Derivatives, Credit Derivatives, Strategic Financial..., Investment Management, Analysis, Management, Customer Service, Microsoft Excel, Loans
Education
Northeastern University 1993 — 1998
Bachelor of Applied Science (B.A.Sc.), International Finance
Fachhohscule Reutlingen Fur Technik und Wirtschaft 1997 — 1997
study abroad, International Economics
Cornwall Central High School 1989 — 1993
High School Diploma, Majored in Music & History
National Equity Fund December 2012 - Present
J.P. Morgan November 2007 - December 2012
Freddie Mac September 2006 - March 2007
Fifth Third Bank February 2005 - July 2006
JPMorgan Chase July 2004 - February 2005
Hispanic Housing Development Corporation August 2001 - July 2004
Skills
Real Estate, Credit Analysis, Acquisitions, Affordable Housing, Real Estate Financing, Real Estate Development, Underwriting, Due Diligence, Real Estate Transactions, Loan Origination, Investment Properties, Finance, Commercial Real Estate, Property Management, Disposition
Education
Northern Illinois University
Bachelor of Arts (B.A.), Sociology
University of Illinois at Chicago
Master's degree, Urban Planning and Policy
J.P. Morgan July 2011 - Present
Integra Bank/ Bank of Kentucky May 2008 - July 2011
Skills
Banking, Commercial Banking, Credit Analysis, Small Business, Finance, Credit, Portfolio Management, Private Banking, Commercial Lending, Entrepreneurship, Loans, Investments, Small Business Lending, Wealth Management, Treasury Management, Risk Management, Financial Analysis
Education
Northern Kentucky University 1990 — 1994
Morningstar November 2013 - Present
J.P. Morgan January 2013 - November 2013
J.P. Morgan May 2011 - January 2013
Chase January 2008 - May 2011
Northern Illinois University September 2005 - December 2007
VerityThree, Inc May 2007 - September 2007
Skills
Business Analysis, Portfolio Management, Project Management, Program Management, SDLC, Management, Equities, Finance, Asset Management, Investments, Banking, Databases, Leadership, Requirements Gathering, Visio, SQL, Software Documentation, Requirements Analysis, Investment Banking
Education
Northern Illinois University 2003 — 2007
B.S., Operations and Information Management; Information Systems; Economics
Patent Energy April 2013 - Present
USAA July 2011 - April 2013
J.P. Morgan June 2009 - July 2011
AXA Advisors August 2007 - June 2009
CSA March 2006 - May 2007
Wells Fargo June 2005 - March 2006
Skills
Finance, Risk Management, Human Resources
Education
Southern Nazarene University 2003 — 2005
Bachelor of Arts, Finance
Northwest College 2001 — 2003
Associate of Arts, General
J.P. Morgan September 2014 - Present
Brown Brothers Harriman July 2014 - September 2014
University of Massachusetts October 2013 - June 2014
University of Massachusetts July 2013 - October 2013
University of Massachusetts September 2008 - June 2013
Skills
Customer Service, Data Analysis, Statistics, Microsoft Office, Microscopy, PCR, Teaching, Research, Higher Education, Community Outreach, •Knowledge of Cost..., •Knowledge of Accounts..., •Knowledge of tax..., •Knowledge of tax..., •Proficient with..., •Ability to adjust and..., Peachtree, Star, Omega, •Fluent in English,...
Education
Northeastern University 2012 — 2014
Bachelor's Degree, Finance and Accounting Management
Traiana April 2015 - Present
J.P. Morgan October 2014 - April 2015
Barclays January 2012 - September 2014
Elemental Capital Management, LLC February 2008 - January 2012
Platinum Grove Asset Management L.P June 2007 - January 2008
Skills
Fixed Income, Derivatives, Equities, Hedge Funds, FX, Product Development, Credit Derivatives, FX Options, Mutual Funds, Portfolio Management, Prime Brokerage, Electronic Trading, Interest Rates, Investment Banking, Trading Systems, Relationship Management, Treasury, Bloomberg, Trading, Capital Markets
Education
Northeastern University 1999 — 2004
Bachelor Of Science in Business Administration, Finance
J.P. Morgan June 2005 - Present
Skills
Equities, Capital Markets, Valuation, Series 7, Series 63
Education
Northeastern University 2000 — 2005
Bachelor of Science (BS), Finance, General
J.P. Morgan July 2015 - Present
BurnsSearch, Inc. December 2014 - Present
Newbold Advisors February 2014 - December 2014
JPMorgan Chase September 2012 - November 2013
JPMorgan Chase November 2011 - September 2012
JPMorgan Chase August 2007 - November 2011
JPMorgan Chase December 2006 - August 2007
JPMorgan Chase November 2005 - December 2006
AmeriCredit Corp. January 2002 - August 2005
Skills
Staff..., Regulatory Compliance, Process Improvement, Risk Management, Processing/Underwriting, Customer Service, Policies & Procedures, Workflow Coordination, Relationship Building, Title Review/Analysis, Data Validation, Call Center Management, Pipeline Management, Conflict/Issue..., Quality Assurance, Research Analysis, Credit Review, Performance Evaluation, Call Centers, Credit, Auditing, Performance Appraisal
Education
The University of Texas at Arlington 2002 — 2014
N/A, International Business
North Lake College 2006 — 2006
Certification, Mortgage Banking Certification, 3.2
Tarrant County College 1998 — 2001
N/A, Basics
USAA August 2014 - Present
J.P. Morgan July 2013 - August 2014
J.P. Morgan April 2012 - June 2012
Best Buy April 2010 - December 2010
United States Air Force September 2005 - March 2010
Skills
Security Clearance, Military, Military Operations, Military Experience, DoD, Team Leadership, Command, Supervisory Skills, Leadership, Aviation, Investments, Analysis, Microsoft Excel, Microsoft Office
Education
Northern Illinois University - College of Business 2010 — 2013
Bachelor of Science (B.S.), Finance, Summa Cum Laude
Mueller Financial Services, Inc. April 2013 - Present
Hewins Financial Wipfli Hewins May 2010 - November 2012
J.P. Morgan January 2008 - January 2010
Citi January 2007 - December 2007
Theatreplex Entertainment Properties, Inc. April 1997 - June 2003
KH Investment Co. January 1996 - April 1997
Merrill Lynch April 1978 - December 1995
Skills
Investment Advisory, Investments, Estate Planning, Asset Allocation, Strategic Financial..., Equities, Financial Advisory, Alternative Investments, Wealth Management, High Net Worth..., Asset Managment, Personal Finance, Retirement Planning, Financial Services, Private Equity, Tax, Entrepreneurial Finance, Business Owner Planning, Women Owned Business
Education
Northern Illinois University 1969 — 1973
BA, History
J.P. Morgan Asset Management August 2015 - Present
J.P. Morgan August 2013 - Present
JPMorgan Chase July 2012 - August 2013
MidwestBusiness Sales LLC December 2009 - February 2012
Entrepreneur 2000 - December 2009
Skills
Strategic Planning, Business Development, Event Planning, Business Strategy, Leadership, Sales, Marketing, Entrepreneurship, Social Media, Mortgage Lending
Education
Northeastern Illinois University 1998 — 2003
Bachelor of Liberal Arts and Science, Economics, Communication
J.P. Morgan May 2015 - Present
Education
Northern Illinois University College of Law 2010 — 2013
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
Northern Illinois University - College of Business 2011 — 2012
Master of Business Administration (M.B.A.), International Business/Trade/Commerce
Université Montesquieu-Bordeaux IV 2011 — 2012
Master of Social Sciences (M.S.S.), International Management
University of Illinois at Urbana-Champaign 2007 — 2010
Bachelor of Arts (B.A.), Communication
The Hartford Insurance 2015 - Present
USAA July 2013 - September 2015
USAA Insurance Claim January 2010 - July 2013
JPMorgan Chase June 2006 - May 2009
J.P. Morgan February 2004 - June 2006
Skills
Implemented new..., responsible for..., Monitored agent on a..., Audited files NICE..., Instructed and trained..., Collecting on accounts..., Claim, Insurance, Property
Education
University of the Incarnate Word 2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
University of the Incarnate Word 2011 — 2013
Bachelors, Business Administration in Science Management with Concentration in Management
Northwest Vista College 2006 — 2010
none, Business/Nursing
J.P. Morgan July 2014 - December 2014
Northwestern Mutual May 2014 - July 2014
Techcombank (TCB) July 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Public Speaking, English, Leadership, Finance, Banking, Sales, Strategic Financial..., Time Management, Financial Analysis, Team Leadership, Data Analysis, Insurance
Education
Seattle University 2015 — 2017
Master of Business Administration (M.B.A.)
Seattle University 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General
North Seattle Community College 2010 — 2012
Associate of Arts (AA), Business Administration and Management, General
Optica International LLC March 2015 - Present
J.P. Morgan August 2013 - May 2015
Akuna Capital July 2012 - February 2013
WSP Commodity Trading LLC June 2010 - February 2011
Chicago Mercantile Exchange (CME Group) August 2010 - October 2010
Lee & Associates Real Estate Group June 2010 - July 2010
Chicago Park District June 2008 - August 2008
Illinois Secretary of State June 2004 - August 2004
Skills
Sungard GMI, GMI, Risk Management, Finance, Commodity, Trading, Trading Systems, Options, Proprietary Trading, Start-ups, Entrepreneurship, VBA, Options Strategies, Market Making, Python, Derivatives
Education
The University of Chicago Booth School of Business 2013 — 2016
MBA, Finance, Statistics & Econometrics
Northern Illinois University 2005 — 2010
Bachelors, B.A. Economics; B.A. International Politics
Culver Military Academy '05 2002 — 2005
HS Diploma
HighVista Strategies June 2015 - Present
J.P. Morgan August 2013 - May 2015
Hellman Jordan Management Company January 2011 - June 2012
MFS Investment Management January 2010 - June 2010
Skills
Investments, Leadership, Microsoft Office, Microsoft Excel, Finance, Financial Analysis, PowerPoint, Microsoft Word, Equities, Mutual Funds, Financial Modeling, Securities, Customer Service, Financial Services, Hedge Funds, Accounting, Valuation
Education
Northeastern University 2009 — 2013
Bachelor's degree, Finance, General, 3.23
Xavier High School 2005 — 2008
SunTrust May 2015 - Present
Killarney Capital, LLC April 2007 - April 2015
RR Donnelley February 2006 - March 2007
Brentwood Capital Advisors 2000 - 2001
J.P. Morgan 1996 - 1998
Univest 1995 - 1996
Skills
Loans, Credit Analysis, Commercial Mortgages, Mortgage Lending, Banking, Financial Risk, Commercial Real Estate, Financial Analysis, Credit, Securitization, Financial Modeling, Real Estate, Finance, Risk Management, Appraisals, Portfolio Management, Due Diligence, Valuation
Education
Northern Illinois University - College of Business 1993 — 1995
Bachelor of Science, Finance and Psychology
Rock Valley College 1991 — 1993
Associate of Arts, Business
Brown Brothers Harriman July 2015 - Present
Brown Brothers Harriman May 2014 - July 2015
State Street August 2011 - May 2014
J.P. Morgan July 2009 - August 2011
Morgan Stanley January 2009 - May 2009
Skills
Bloomberg, Financial Modeling, Equities, Valuation, Portfolio Management, Finance, Investments, Fixed Income, Financial Analysis, Bloomberg Terminal, Equity Research, Hedge Funds, Alternative Investments, Analysis, Financial Services, Trading
Education
Northeastern University 2011 — 2014
Master of Business Administration (M.B.A.), Investments, Corporate Finance
St. John's University 2005 — 2009
Bachelor of Science (B.S.), Finance
Boston College High School 2001 — 2005
eShipping January 2015 - Present
J.P. Morgan December 2013 - January 2015
State Farm Insurance April 2012 - December 2013
Plasma Biological Services October 2009 - October 2011
Skills
Customer Service, Insurance, Human Resources, Quality Assurance, Microsoft Excel, Outlook, Microsoft Office, Troubleshooting, Teamwork, Analysis, Team Building, Time Management, Process Improvement, Leadership
Education
Northwest Missouri State University 2007 — 2008
MBA Business Administration
Northwest Missouri State University 2003 — 2007
B.S. Marketing/Management
Northern Trust Corporation May 2015 - Present
J.P. Morgan January 2014 - May 2015
Capital One June 2012 - January 2014
Skills
Anti Money Laundering, OFAC, Investigation, Due Diligence, Risk Management, USA PATRIOT Act, Bank Secrecy Act, Financial Risk
Education
Northern Michigan University 2006 — 2010
Bachelor's degree, Criminal Justice
SalesforceIQ May 2015 - Present
Tempo AI(Acquired by Salesforce) August 2013 - May 2015
Asurion January 2012 - July 2013
J.P. Morgan October 2010 - January 2012
Microsoft November 2009 - September 2010
Skills
Mobile Applications, Android, Test Planning, Test Cases, Test Automation, Mobile Devices, Regression Testing, Black Box Testing, QTP, Agile Testing, Web Testing, Integration Testing, Manual Testing, Quality Center, Defect Tracking, Test Strategy, Test Execution, Test Estimation, JIRA, Selenium, Requirements Gathering, iOS, System Testing, Performance Testing, Test Management, Functional Testing, Bug Tracking, Chrome Extensions, Zendesk, Technical Support, Crash Dump Analysis, ADB, Eclipse, Xcode, Team Leadership, Apple watch, Samsung watch, DDMS, Asana, Confluence, Github
Education
Northwestern Polytechnic University 2007 — 2008
Master of Science (MS), Electrical and Electronics Engineering
Sri Venkateswara University 2002 — 2006
Bachelor of Technology (B.Tech.), Electrical, Electronics and Communications Engineering
J.P. Morgan July 2015 - Present
J.P. Morgan February 2015 - July 2015
U.S. Bank November 2012 - October 2014
US Bank March 2009 - October 2012
Law Offices of George Reveliotis May 2009 - August 2009
U.S. Bank March 2007 - February 2009
Education
Northeastern Illinois University
Bachelors of Science (B.S.), Business Administration and Management, General
Amazon 2015 - Present
J.P. Morgan July 2014 - July 2015
Institución Ferial de Madrid (IFEMA) May 2012 - August 2012
General Electric July 2010 - December 2010
Northeastern University September 2009 - April 2010
Education
Universidad Pontificia Comillas 2011 — 2013
Bachelor's Degree, Administración y Dirección Empresarial, E-4
Northeastern University 2008 — 2013
Bachelor's Degree, International Business--Marketing & Finance, Spanish
Glenbrook North High School 2004 — 2008
High School
J.P. Morgan December 2014 - Present
Allianz Global Investors December 2010 - November 2014
Allianz Global Investors April 2000 - December 2010
DWS Investments June 1997 - April 2000
Kemper Funds 1995 - 1997
United States Air Force 1984 - 1989
Skills
Mutual Funds, Investments, Series 7, Asset Management, Asset Allocation, Alternative Investments, Series 63, Wealth Management, Separately Managed..., Portfolio Management
Education
North Dakota State University 1987 — 1990
BA, Business Administration and Management, General
Purdue University 1981 — 1983
EE
Harvard University April 2014 - Present
J.P. Morgan July 2013 - April 2014
J.P. Morgan January 2012 - July 2013
Forrester Research July 2010 - January 2012
Forrester Research July 2009 - June 2010
Reebok International Ltd. January 2008 - July 2008
RedPeg Marketing June 2007 - September 2007
Skills
Marketing, Strategy, Sales, Solution Selling, Advertising, Business Development, Event Management, Social Media
Education
Northeastern University 2007 — 2009
BSBA, Marketing
University of Tennessee-Knoxville 2005 — 2007
Marketing
Phillips Exeter Academy 2000 — 2004
J.P. Morgan March 2014 - Present
West Monroe Partners January 2013 - March 2014
Gibson Consulting, LLC September 2009 - November 2012
Huron Consulting Group October 2007 - September 2009
Navigant Consulting October 2004 - August 2007
Gibson and Associates March 1996 - April 1999
Arthur Andersen December 1981 - March 1996
Skills
Management Consulting, Sourcing & Procurement, Forensic Accounting, Strategic Sourcing, Litigation Support, Cost Reduction, Supply Chain..., Process Improvement, Supply Chain, Change Management, Mergers, Due Diligence, Business Process..., Financial Analysis, Professional Mentoring, Team Leadership, Negotiation, Business Strategy, Recruiting, Leadership, Financial Modeling, Supply Chain Management, Strategic Planning, Operations Management, Strategic Consulting, Acquisition Integration, Global Sourcing, Project Management, Data Analysis, Training, Consulting, Cross-functional Team..., Project Planning, International Business, Contract Negotiation, Accounting, Mergers & Acquisitions, Business Process, Procurement, Program Management, Outsourcing, Competitive Analysis, Integration, Forecasting, Business Analysis, Business Transformation, ERP, Vendor Management, Start-ups, Auditing
Education
Northern Illinois University - College of Business 1977 — 1981
BS, Accounting
Arthur Andersen Professional Education Center
Miles December 2013 - Present
J.P. Morgan August 2012 - October 2012
Standish Mellon Asset Management June 2011 - December 2011
State Street July 2010 - December 2010
LaForte Financial Services June 2006 - August 2006
Skills
Excel, Access, PowerPoint, Word, Bloomberg, Photoshop, Project Management, Microsoft Excel, Finance, Accounting, Securities, Mutual Funds
Education
Northeastern University 2008 — 2012
Bachelor of Science in Business Administration, Finance and Marketing, Minor in International Affairs, 3.70
John Cabot University 2011 — 2011
N/A, Finance and Marketing
Westhill High School 2004 — 2008
Diploma, 3.66
J.P. Morgan February 2013 - Present
J.P. Morgan Securities LLC January 2012 - January 2013
Morgan Stanley Smith Barney July 2008 - December 2012
Morgan Stanley Smith Barney November 2007 - June 2008
Education
North Central College 2004 — 2008
B.A., Marketing & Organizational Communications
J.P. Morgan April 2012 - Present
Rockit Solutions LLC, A Rockefeller Financial Company June 2006 - April 2012
Skills
Financial Analysis, Bloomberg, Hedge Funds, General Ledger, Corporate Finance, Private Equity, Financial Reporting, Fund Accounting, Finance
Education
Northeastern University 2001 — 2006
B.S. in Business Administration, Accounting & Finance
Wood Partners June 2013 - Present
The Martins Companies April 2011 - June 2013
Richard White Sons August 2007 - April 2011
Chapman Construction/Design July 2001 - August 2007
SignCast May 2000 - June 2001
SignCast December 1999 - May 2000
PictureTel Corporation February 1997 - November 1999
Bank of Tokyo-Mitsubishi January 1996 - February 1997
J.P. Morgan July 1994 - December 1995
Skills
Pre-construction, Project Management, Cross-functional Team..., Construction, Management, Leadership, Submittals, Project Estimation, Product Management, Analysis, Subcontracting, Strategic Planning, Construction Management, Budgets, Process Scheduler, Value Engineering
Education
Boston Architectural Center 2003 — 2004
Sustainable Design
Northeastern University 2002 — 2003
Construction Management
Tufts University 1990 — 1994
Bachelors of Science, Electrical Engineering
Microsoft February 2014 - Present
Microsoft October 2012 - Present
J.P. Morgan May 2012 - October 2012
Microsoft October 2010 - May 2012
Best Buy June 2009 - October 2010
Best Buy April 2007 - June 2009
Best Buy February 2006 - April 2007
Skills
Sales, Inventory Management, Retail, Customer Service, Customer Satisfaction, Customer Experience, Merchandising, Management, Leadership, Business Development, Loss Prevention, Project Management, PnL Management, Banking, Personal Financial..., Mortgage Banking, Team Building, Team Leadership, Coaching, Product Marketing, Business Planning, Time Management, Sales Operations, Sales Management, Direct Sales, Account Management, Product Management, Analysis, Leadership Development, Training, Troubleshooting, Operations Management, P&L Management, Strategy, Strategic Planning, Recruiting, Marketing, Customer Retention, Cross-functional Team..., CRM, Income Statement, Competitive Analysis, Strategic Partnerships, Employee Training, Forecasting, B2B, Vendor Management, Team Management, Solution Selling, Analytics
Education
Northeastern Illinois University 2011 — 2015
Bachelor’s Degree, Business Economics
J.P. Morgan August 2015 - Present
J.P. Morgan April 2014 - July 2015
J.P.Morgan March 2013 - March 2014
JPMorgan October 2010 - February 2013
University of Texas at Arlington September 2008 - August 2010
Sony Properties February 2007 - December 2007
HSBC October 2006 - January 2007
Skills
Bloomberg, Financial Analysis, Financial Modeling, Options, Data Analysis, Economics, Accounting, VBA, Securities, Investments, Microsoft Excel, Finance, S&P, IFRS, GAAP, Research, Statistics, Portfolio Management, Securities Market, User Acceptance Testing, Financial Accounting, Mutual Funds, Quantitative Finance, Private Equity, Valuation, AML, Sanctions, Client List Screening, OFAC, CCAR, KYC, Risk Assessment, SQL, Data Management, Compliance, Basel, Data Dictionary, Metrics Reporting, Project Management
Education
The University of Texas at Arlington 2008 — 2010
MBA, Accounting
North South University 2002 — 2006
BBA, Finance & Economics
JPMorgan Chase September 2010 - September 2013
JP Morgan May 2006 - September 2010
JPMorgan Chase July 2004 - May 2006
J.P. Morgan May 2000 - July 2004
Skills
Banking, SDLC, Unix, IT Management, Enterprise Architecture, Quality Assurance, Business Analysis, Software Project..., Integration, SOA, Team Building, Requirements Analysis, Oracle, Visio, Java Enterprise Edition, EAI, Vendor Management, Business Continuity, Project Management, Requirements Gathering, Disaster Recovery, Agile Methodologies, Program Management, IT Strategy, SQL, Databases, Enterprise Software, Java, Software Documentation, Software Development, XML, Web Services, Process Improvement
Education
Northeastern University 1987 — 1992
Assoc, MIS
J.P. Morgan April 2014 - Present
J.P. Morgan October 2011 - April 2014
J.P. Morgan January 2010 - October 2011
J.P. Morgan September 2005 - January 2010
JPMorgan Chase & Co August 2004 - March 2006
Gillette June 2003 - December 2003
Gillette June 2002 - March 2003
Harry Miller Company 2001 - 2001
iMedium 2000 - 2000
Skills
Business Development, Forecasting, Strategic Planning, Business Strategy, Financial Modeling, Management, Start-ups, Investments, Analysis, E-commerce
Education
Northeastern University 1999 — 2004
BS, Finance and Managment Information Systems
St. Joseph's Preparatory School 1995 — 1999
Keller Williams Realty, Inc. June 2014 - Present
J.P. Morgan May 2011 - June 2014
Walgreens August 2003 - May 2011
Skills
Sales, Marketing, Negotiation, Real Estate, Inventory Management, Contract Negotiation, Merchandising, Time Management, Customer Service, People Management
Education
Northwest Missouri State University 2002 — 2003
MBA, Management Information Systems, General
Wittenberg University 1996 — 2000
Bachelor's degree. Business & Economics, Business/Managerial Economics
J.P. Morgan September 2014 - Present
Ramirez & Co. November 2011 - August 2014
UBS Investment Bank November 2009 - September 2011
CIT Group April 2009 - November 2009
UBS Investment Bank January 2008 - August 2008
American Capital January 2007 - June 2007
MFS Investment Management January 2006 - July 2006
Skills
Public Finance, ABS, Structured Finance, Fixed Income, Securitization, Student Loans, Bond Markets, Structured Products, Fixed Income Analysis, Loans
Education
Northeastern University 2004 — 2009
BS, Finance & Accounting
J.P. Morgan September 2013 - Present
J.P. Morgan March 2010 - August 2013
JPMorgan August 2004 - February 2010
Bank One 2000 - 2004
American National Bank and Trust Company - Chicago 1992 - 2000
Skills
Capital Markets, Business Analysis, Mergers, Project Management, Financial Services, Bonds, Fixed Income, Equities, Management, Trading, Trading Systems, Vendor Management, Financial Risk, Risk Management, Investment Banking
Education
Northern Illinois University 1987 — 1992
BS - Finance, Major - Finance, Minor - Economics
J.P. Morgan July 2014 - Present
Tactical Allocation Group, LLC. August 2011 - July 2014
JP Morgan Chase November 2010 - August 2011
Charles Schwab & Co. March 2006 - November 2010
Fidelity Investments April 2001 - August 2006
Fidelity Investments March 2000 - April 2001
Skills
Asset Allocation, Portfolio Management, Investments, Strategic Financial..., Investment Management, Risk Management, Asset Managment, Investment Advisory, Strategy, Finance, Investment Strategies, Bonds, Real Estate, Financial Risk, Mortgage Lending, Asset Management, Equities, ETFs, Mutual Funds, Outsourcing, Series 63
Education
Northern Michigan University 1996 — 1998
Bachelor of Science, Sociology
Wells Fargo Bank February 2013 - Present
Wells Fargo Bank March 2010 - February 2013
JPMorgan Chase September 2000 - March 2010
J.P. Morgan September 2000 - March 2010
JPMorgan Chase May 2006 - May 2008
JPMorgan Chase April 2004 - May 2006
JPMorgan Chase July 2002 - April 2004
JPMorgan Chase September 2000 - July 2002
Wells Fargo Bank May 1997 - August 2000
Wells Fargo Bank April 1993 - May 1997
Skills
Banking, Financial Risk, Risk Management, Retail Banking, Credit, Credit Risk, Operational Risk, Credit Cards, Process Improvement, Loans, Call Center, Credit Analysis, Operational Risk..., Vendor Management, Commercial Banking, Portfolio Management, Financial Analysis, Underwriting, Operations Management, Management, Budgets, Business Process..., Business Requirements, Call Centers, Change Management, Consumer Lending, Fraud, Leadership, Loss Mitigation, Small Business Lending
Education
Northeastern University 1987 — 1990
Bachelor of Science (B.S.), Business Administration and Management, General
Northeastern University 1987 — 1990
Bachelor of Science (B.S.), Business Administration and Management, General
Northeastern University
Bachelor of Science, Business Administration
Mercuria Energy America, Inc October 2014 - Present
J.P. Morgan January 2014 - September 2014
J.P. Morgan May 2013 - January 2014
J.P. Morgan May 2012 - April 2013
J.P. Morgan June 2008 - May 2012
Bear Stearns (Bear Energy) November 2007 - June 2008
Williams Energy December 2006 - November 2007
Williams Energy June 2005 - December 2006
Morgan Stanley March 2004 - June 2005
Williams Energy March 2002 - March 2004
Skills
Commodity Markets, Risk Management, Hedging, Commodity, Trading, Structured Products, Valuation, Energy Markets, Energy, Proprietary Trading, Power Trading, RT, Project Finance, Finance, Energy Industry, Electricity Markets, Power Generation, Product Control, Swaps, Commodity Risk..., Derivatives, Financial Modeling, Natural Gas, Financial Analysis, Analysis, Forecasting, Real-Time, Physical Power, Asset Management, Market Risk
Education
University of Houston
M.S. Finance, Energy
Northeastern State University
M.Ed., Counseling Psychology
University of Tulsa
B.A., History
J.P. Morgan April 2015 - Present
Vice President July 1992 - April 2015
Skills
Credit Cards, PMO, Relationship Management, Risk Management, PMP, Banking, Portfolio Management, Financial Services, Business Analysis, Treasury Management, Payments, Financial Analysis, Cash Management, Process Improvement, Vendor Management, Strategic Planning, Financial Risk, Product Management, Electronic Payments, Business Development, Leadership
Education
Northern Illinois University - College of Business
Bachelor of Science (B.S.)
Fidelity Investments March 2015 - Present
Fidelity Investments July 2013 - March 2015
Fidelity Investments May 2011 - July 2013
Fidelity Investments May 2010 - May 2011
J.P. Morgan October 2006 - May 2010
Education
Northeastern Illinois University
Bachelor of Science (B.S.), Business/ Finance
University of Minnesota-Twin Cities 2001 — 2006
Economics, Religions of Antiquity
Prospect High School
J.P. Morgan November 2011 - Present
JP Morgan Chase February 2011 - November 2011
JP Morgan Chase August 2008 - May 2011
JPMorgan Chase August 2006 - August 2008
Skills
Portfolio Management, Finance, Customer Service, Credit, Business Analysis, Cash Management, Commercial Banking, Investment Banking, Loans, Management, Wealth Management
Education
Northern Illinois University 2001 — 2005
Bachelors, Marketing
Bank of America Merrill Lynch November 2014 - Present
J.P. Morgan July 2013 - November 2014
J.P. Morgan May 2010 - July 2013
Forex Capital Markets June 2009 - April 2010
Merrill Lynch June 2008 - December 2008
Merrill Lynch June 2007 - December 2007
Skills
Capital Markets, Equities, Trading, Bloomberg, Prime Brokerage, Derivatives, Foreign Exchange, FX Options, Treasury, Investments, Financial Markets, Options, Trading Systems, Fixed Income, Hedge Funds, Investment Banking
Education
The Johns Hopkins University 2014 — 2015
Master of Science (MS), Applied Economics, 3.771
Northeastern University 2006 — 2009
BSBA, Finance, 3.713
J.P. Morgan July 2014 - Present
J.P. Morgan August 2012 - July 2014
J.P. Morgan December 2010 - August 2012
Experiential Learning Center at NIU College of Business January 2010 - May 2010
Resource Bank, N.A. February 2006 - February 2009
Skills
Mortgage Lending, Banking, Financial Analysis, Finance, Microsoft Excel, Customer Service, PowerPoint, Process Improvement, Access, Microsoft Office, Budgets, Data Analysis
Education
Northern Illinois University
Bachelor of Science, Business
Mosaic Sales Solutions November 2012 - Present
Mosaic Sales Solutions July 2012 - November 2012
Mosaic Sales Solutions July 2007 - July 2012
J.P. Morgan 2002 - 2007
Humco 1993 - 2002
Skills
Account Management, Retail, Merchandising, Customer Service, Team Leadership, Event Planning, Team Building, Microsoft Office, Event Management, Marketing, Microsoft Excel, Budgets, PowerPoint, Project Planning, Sales, Project Management, Training, Leadership, Employee Relations, Strategy, Management, Business Development
Education
Texas A&M University
BS Marketing, Business Management, Information Systems, Retail Marketing
North Lake College 2004 — 2005
Certification, Real Estate
Fidelity Investments April 2012 - Present
J.P. Morgan March 2008 - December 2011
J.P. Morgan January 2008 - December 2011
Fidelity Investments January 2001 - January 2008
Fidelity Investments 2001 - 2008
Skills
Customer Service, Process Improvement, Operations Management, Call Center, Asset Allocation, Series 63, Series 7, Mutual Funds, Securities, Risk Management, Banking, Investments, Wealth Management, Financial Analysis, Strategic Financial..., Strategic Planning, Insurance, Microsoft Excel, Project Management, Oasys, Lotus Notes, Fixed Income, Equities
Education
Northern Kentucky University 1999 — 2003
Bachelor of Science, Finance
J.P. Morgan August 2015 - Present
Brown Brothers Harriman September 2014 - August 2015
Brown Brothers Harriman August 2011 - August 2014
Brown Brothers Harriman June 2008 - August 2011
Skills
Fund Accounting, Mutual Funds, Cash Management, Accounting, Options, Swaps, Foreign Exchange, Fund Administration, Securities, Bloomberg Terminal, Fixed Income, Derivatives, Money Market, Hedge Funds
Education
Northeastern University
Barnum Financial Group, an office of MetLife August 2015 - Present
Bank of America Merrill Lynch August 2011 - August 2015
J.P. Morgan July 2008 - August 2011
Skills
Banking, Portfolio Management, Credit, Loans, Customer Service, Retail Banking, Finance, Financial Analysis, Mortgage Lending, Risk Management, Series 6, Series 7, Series 63, Series 65
Education
Northeastern University 2009 — 2011
Bachelor’s Degree, Accounting and Finance, 3.3
Northeastern University 2009 — 2011
Bachelor's degree, Accounting and Finance
Spectrum Asset Management Inc. May 2015 - Present
Och-Ziff Capital Management March 2013 - May 2015
Helios Advisors LLC June 2012 - February 2013
J.P. Morgan December 2009 - June 2012
Education
Northeastern University 2006 — 2009
Bachelor's Degree, Business Administration
J.P. Morgan September 2014 - Present
J P Morgan Chase February 2010 - September 2014
Chase Bank October 2008 - January 2010
@ Properties Real Estate June 2007 - October 2008
Freeman Realty Group LLC June 2004 - June 2007
Bank One March 1999 - September 2002
Skills
Project Management, Treasury Services, Account Management, Entrepreneurship, Banking, Client-focused, Real Estate Negotiating, Strategy, Management, Trusted Business Advisor, Generating Revenue, Client Interfacing..., Analysis, Financial Services, Cash Management, Sales Management, Sales, Relationship Management
Education
Northern Illinois University
Bachelor of Arts (BA), Commuication- Emphasis Media Studies
Percy L Julian H. S.
John Leonard Employment Services, Inc. September 2014 - February 2015
J.P. Morgan January 2012 - November 2012
Tamee's Catering January 2011 - December 2011
J. P. Morgan November 2010 - December 2010
State Street Corporation October 2004 - March 2010
Skills
Accounting, Leadership, Portfolio Management, Financial Analysis, Bloomberg, Equities, Derivatives, Banking, Financial Services, Finance, Risk Management, Foreign Currency..., Emerging Markets, Microsoft Excel
Education
Northeastern University
Bachelor of Science Business Administration, Finance and Insurance
Northeastern University
Bachelor of Science (B.S.), Finance and Insurance
Northern Trust Corporation June 2014 - Present
J.P. Morgan September 2011 - March 2014
CIFC Corp. (fka Deerfield Capital Management) July 2007 - September 2011
Follett Higher Education Group September 2006 - July 2007
McKesson April 2006 - July 2006
Skills
Accounting, Financial Reporting, Fund Accounting, Financial Analysis, Hedge Funds, Private Equity, General Ledger, GAAP, IFRS, Staff Supervision, Investments, Accounts Payable, Valuation, Accounts Receivable, Account Reconciliation, Microsoft Office, CLO, Investran, Asset Management
Education
Northern Illinois University - College of Business 2001 — 2005
Bachelor of Science, Finance
Rock Valley College 1999 — 2001
Associate of Science
J.P. Morgan September 2013 - October 2014
UBS November 2006 - November 2009
Citi April 2000 - November 2006
Citi February 1998 - April 2000
Citi October 1994 - April 1998
Skills
Negotiation, Credit Cards, Accounting, Mutual Funds, Restructuring, Business Requirements, HRIS, Segmentation, Real Estate, Architectures, Bloomberg, Valuation, Financial Markets, Alternative Investments, Corporate Finance, Credit, Trading, Trading Systems, Regulations, Credit Risk
Education
Universidad del CEMA 1997 — 2000
Master in Business Administration
Northern Michigan University 1990 — 1994
Bachelor in Product Design
Wells Fargo Bank March 2011 - Present
Infrastructure Capital Advisors, LLC January 2009 - February 2011
J.P. Morgan March 2005 - December 2008
Moody's Investors Service February 2002 - March 2005
LeighFisher 1992 - 2001
KPMG 1989 - 1992
Education
Northeastern University 1984 — 1989
BS, Business Administration - Finance
J.P. Morgan October 2012 - Present
J.P. Morgan December 2004 - October 2012
J.P. Morgan July 2002 - December 2004
Education
Northern Illinois University 1997 — 2002
Bachelor of Science (B.S.), Business Management
J.P. Morgan September 2014 - Present
J.P. Morgan May 2012 - September 2014
Goldman Sachs June 2005 - March 2012
Merrill Lynch May 2004 - June 2005
Education
Northeastern University
Treasury Curve April 2006 - Present
J.P. Morgan 1998 - 2006
Illinois State Treasurer's Office 1990 - 1995
Skills
Investments, Trading, Liquidity, Money Market, Hedge Funds, Asset Management, Asset Managment, Cash Management, Treasury Management, Trading Systems, SaaS, Cloud Applications, Sales Management
Education
Northern Illinois University
BS/MPA, Finance
J.P. Morgan 2011 - Present
J.P. Morgan 2010 - 2011
J.P. Morgan February 2007 - 2010
JP Morgan 2002 - 2007
The Bond Market Association September 1997 - February 2002
Standard & Poor's April 1993 - September 1997
Skills
Fixed Income, Press Releases, Speech Writing, Internal Communications, Media Relations, Financial Services, Leadership, Finance
Education
Northeastern University
B.A., English-Journalism
AXA Advisors November 2012 - Present
Huff Realty October 2005 - Present
VALIC December 2005 - October 2012
J.P. Morgan June 2003 - August 2005
Merrill Lynch March 2000 - June 2003
Skills
Financial Analysis, Real Estate, Series 63, Mutual Funds, Investment Advisory, IRAs, Asset Allocation, Strategic Financial..., Investment Strategies, Financial Advisory, Series 6, Retirement Planning
Education
Thomas More College 1998 — 2000
Masters, Business Administration
Northern Kentucky University 1989 — 1994
BS, Marketing
Deutsche Bank Securities May 2005 - April 2010
J.P. Morgan May 2000 - May 2005
Bear Stearns March 1999 - May 2000
Education
Northeastern University 1993 — 1998
B.S., finance & economics
J.P. Morgan August 2014 - Present
Deutsche Bank (through Alexander Mann Solutions) January 2014 - August 2014
Rolls-Royce (Through Alexander Mann Solutions) August 2013 - December 2013
Northern Illinois University / US Department of State 2009 - 2012
Bridging Educational Access to Migrants 2011 - 2011
National Health and Education Committee 2008 - 2008
Skills
Qualitative Research, Program Evaluation, SPSS, Cognos, Data Analysis, Recruitment Lifecycle, Statistical Data..., Statistical Reporting, Analysis, Research, Quantitative Research, Research Design, Statistical Modeling, Data Mining, Data Collection, Program Development, Business Analysis, Leadership, Management, Databases, Microsoft Office, Public Speaking, Social Media
Education
Northern Illinois University 2009 — 2012
Master's Degree (Graduate coursework completed), Cultural Anthropology, 3.8
Ohio University 2003 — 2008
Bachelor of Arts (B.A.), Cultural Anthropology
Waddell & Reed April 2012 - Present
J.P. Morgan May 2003 - March 2012
American Century Investments August 1991 - May 2003
Skills
Analytics, Segmentation, Market Research, Marketing Research, Competitive Analysis, Financial Services
Education
Northwest Missouri State University 1982 — 1987
BS, Business Management and Marketing
J.P. Morgan March 2008 - Present
Bear, Stearns & Co. Inc August 1993 - March 2008
Skills
Fixed Income, Alternative Investments, Hedge Funds, Investment Banking, Asset Management, Management, Private Equity, Investments, Valuation, Financial Modeling, Portfolio Management, Capital Markets
Education
Northeastern University 1988 — 1993
BS, Economics
National Bank of Detroit 1970 - 2010
J.P. Morgan April 1970 - June 2009
Skills
Banking, Investments, Wealth Management, Cash Management, Commercial Lending, Loans, Commercial Banking, Capital Markets, Credit, Strategic Financial..., Credit Analysis, Treasury Management, Private Banking, Series 7, Asset Based Lending, Underwriting, Credit Risk, Executive Management, Financial Risk, Financial Services, Securities, Asset Management, Portfolio Management, Investment Banking, Equities, Mutual Funds
Education
Western Michigan University 1968 — 1970
BBA, Management
Northern Michigan University 1966 — 1968
Business
J.P. Morgan January 2015 - Present
Skills
Customer Service, Investments, Process Improvement, Portfolio Management, Sales, Banking, Securities, Software Documentation, Management, Leadership, Real Estate, Vendor Management, Trading, Mutual Funds, Mortgage Lending, Finance, Microsoft Excel, Microsoft Office, Business Analysis
Education
Northern Arizona University 2015 — 2017
M.Ed., Human Relations
Northern Arizona University 2000 — 2005
Bachelor of Science, Hospitality Administration2005
Bank of America July 2005 - Present
J.P. Morgan July 2000 - July 2005
Fidelity Investments June 1996 - July 2000
Skills
Financial Analysis, Management, Business Analysis, Financial Accounting, Process Improvement, Analysis, Microsoft Office, Finance, Financial Modeling, Portfolio Management, Corporate Finance, Financial Risk, Cash Management, Risk Management, Accounting, Budgets
Education
Suffolk University - Sawyer Business School
Master of Business Administration (M.B.A.), Finance, General
Northeastern University
Bachelor's Degree, Accounting and International Business
J.P. Morgan October 2010 - Present
Education
Northern Arizona University
Masters, English
FTJ FundChoice April 2014 - Present
Golf Courses of Kenton County April 2001 - Present
FTJ FundChoice May 2013 - April 2014
Vantiv April 2012 - May 2013
J.P. Morgan November 2009 - March 2012
J.P. Morgan September 2008 - November 2009
J.P. Morgan October 2006 - September 2008
Target October 2005 - January 2006
Skills
Banking
Education
Northern Kentucky University
Bachelor of Science, Economics
J.P. Morgan June 2012 - Present
Merrill Lynch January 2011 - June 2011
GE Aviation January 2010 - June 2010
PanAgora Asset Management January 2009 - June 2009
Education
Northeastern University 2007 — 2012
Flagstar Bank April 2012 - June 2013
J.P. Morgan June 2008 - November 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, HTML, Budgets, Strategic Planning, Negotiation, Certified Project..., PMP
Education
Northern Illinois University 1981 — 1985
Bachelor of Science (B.S.), Computer Science
Loyola University Rome Center 1982 — 1983
Wells Fargo Home Mortgage March 2015 - Present
J.P. Morgan March 2014 - March 2015
J.P.Morgan May 2010 - March 2014
HSBC February 1998 - May 2010
Skills
Underwriting, Mortgage Lending, Loans, Credit Risk, Management, Loan Origination, Analysis, Banking, Credit Analysis, Financial Risk, Mortgage Underwriting, Sales, Strategic Planning, Credit, Mortgage Banking
Education
North Park University 2007 — 2009
Master of Business Administration (M.B.A.), Certificate of Finance, 3.81
University of Illinois at Chicago 1990 — 1997
Bachelor of Arts (B.A.), Criminal Justice and Political Science
TripAdvisor July 2013 - Present
Rue La La March 2013 - July 2013
Rue La La June 2011 - March 2013
EF Education First November 2009 - June 2011
J.P. Morgan June 2007 - September 2009
MFS Investment Management June 2006 - December 2006
MFS Investment Management June 2005 - December 2005
Skills
Relational Databases, Social Media Marketing, Email Marketing, E-commerce, Marketing, Marketing Communications, Online Advertising, Digital Marketing, Copywriting, Strategy, Marketing Strategy, Sales, Leadership, Management, CRM
Education
Northeastern University 2003 — 2007
Bachelor of Science in Business Administration, Finance and Insurance, Marketing
Longmeadow High School 1998 — 2002
Arts and Crafts October 2001 - Present
J.P. Morgan April 1993 - September 2001
Skills
Fine Art, Retail Banking, Life Insurance, Health Insurance, Direct Sales, Sales Presentations, Credit, Retail, Banking, Small Business, Business, Sales, Leadership, Marketing, Training, Start-ups, Coaching, Entrepreneurship, Business Planning, Team Building, New Business Development, Business Development, Faux, Strategy, Online Marketing, Sales Management, Social Networking, Management
Education
North Lake College
Standish Mellon Asset Management January 2014 - June 2014
John Hancock Financial Services January 2013 - June 2013
J.P. Morgan May 2012 - August 2012
Skills
Public Speaking, Equities, Valuation, Investments, Research, Financial Modeling, Corporate Finance, Bloomberg, Derivatives, Finance, Financial Analysis, Microsoft Excel, Mutual Funds
Education
Northeastern University 2011 — 2016
AmeriCash Loans, LLC July 2014 - Present
J.P. Morgan July 2012 - July 2014
Enova Financial August 2009 - June 2012
Gogo Business Aviation January 2008 - October 2008
Empire Today October 2003 - January 2008
Sprint Communication Systems March 1998 - September 2002
DENTSPLY International September 1992 - January 1997
Skills
Credit, Banking, Financial Risk, Loans, Credit Cards, Retail Banking, Mortgage Lending, Financial Services, Credit Risk, Credit Analysis, AML, Relationship Management, Loan Origination, Call Centers, Customer Service, Leadership, Process Improvement, Microsoft Office, Customer Satisfaction, Training, Management, Team Building, Human Resources, Analysis, Coaching, Sales, Customer Experience, Team Leadership, Customer Retention, Vendor Management, Microsoft Excel, Performance Management, Problem Solving, Employee Training, Strategic Planning
Education
North Park University
Bachelor of Business Administration, Progress
Ort Technical Institute
Wright College
TIAA-CREF February 2011 - Present
J.P. Morgan December 2007 - February 2011
Skills
Customer Service, Finance, Sales
Education
Northwest Missouri State University 1998 — 2002
Bachelors Degree, Finance, General
Auto Truck Group May 2008 - Present
J.P. Morgan April 2005 - May 2008
J.P. Morgan June 2003 - April 2005
J.P. Morgan February 2002 - June 2003
Education
North Central College 2010 — 2013
Master of Business Administration (MBA), Finance and Financial Management Services
University of Iowa 1999 — 2002
Bachelor of Business Administration (BBA), Finance, General
North Iowa Area Community College 1997 — 1999
Associate of Arts (A.A.), General Studies