JP Morgan Chase
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: JPMorgan Chase & Co. is the sixth-largest bank in the world by total assets ($2,533.60 B). wikipedia.org
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JP Morgan Chase Employees
JPMorgan Chase March 2011 - Present
JP Morgan Chase June 2007 - March 2011
J.P. Morgan Chase August 2001 - September 2006
Skills
Banking, Portfolio Management, Small Business Lending, Finance, Cash Management, Commercial Lending, Sales, Management, Loan Origination, Marketing, Credit, Lines Of Credit, Underwriting, Loans, Investments, Financial Analysis, Relationship Management, Networking, Commercial Banking, Leadership, Credit Analysis, Organizational..., Cross Selling
Education
Brandman University, Part of the Chapman University System 2011 — 2014
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
UC Irvine 2005 — 2007
Bachelor of Arts (B.A.), English Literature
Universidad Complutense de Madrid 2006 — 2006
Master of Business Administration (MBA), Spanish Language and Literature
MUFG Americas June 2013 - Present
MUFG Americas January 2011 - June 2013
Wells Fargo January 2009 - January 2011
JP Morgan Chase January 2007 - January 2009
Skills
Banking, Credit, Credit Cards, Process Improvement, Customer Service, Quality Assurance, Financial Services, Microsoft SQL Server, Microsoft Excel, Business Analysis, Visio
Education
Brandman University, Part of the Chapman University System
Bachelor of Arts in Business - in progress, Finance
Societe Generale February 2007 - Present
JP Morgan Chase February 2003 - February 2007
Leerink Swann May 2001 - June 2002
Deutsche Bank June 1996 - May 2001
Skills
Investment Banking, Equity Research, Finance, Analysis, Financial Modeling, Financial Analysis, Banking, Capital Markets, Equities, Financial Markets, Hedge Funds, Bloomberg
Education
Boston University 1990 — 1995
B.S., Communication
J.P. Morgan April 2015 - Present
JPMorgan Chase December 2011 - Present
JP Morgan Chase November 2009 - February 2012
JPMorgan Chase October 2008 - November 2009
JPMorgan Chase February 2007 - October 2008
Target October 2001 - December 2007
Skills
Leadership, Customer Service, Banking, Credit, Training, Credit Cards, Financial Services, Process Improvement, Social Media, Relationship Management, Vendor Management, Fraud, Policy, Retail Banking, Risk Management, Crisis Communications, Payments, Management, Strategy, Call Centers
Education
Bowling Green State University 2005 — 2007
Bachelor of Artss, Communication
Bowling Green State University
Bachelor of Communication, Communication and Media Studies
Wells Fargo Home Mortgage August 2014 - Present
Mortgage Access Corporation July 2013 - August 2014
JP Morgan Chase August 2010 - July 2013
MetLife Home Loans January 2010 - August 2010
PNC Mortgage September 2008 - January 2010
JPMorgan Chase November 2001 - September 2008
SunGard 1999 - 2000
First Fidelity Bank 1991 - 1996
Skills
Mortgage Lending, Residential Mortgages, Banking, Refinance, Loans, Investment Properties, Finance, First Time Home Buyers, Sellers, Credit, Real Estate, Equities, FHA, Residential Homes, Small Business Lending
Education
Boston University 1987 — 1991
Bachelor's Degree
Watchung Hills 1983 — 1987
JP Morgan Chase January 2010 - Present
Visa 2007 - 2009
JPMorgan Chase April 2005 - July 2007
Xyratex August 2004 - April 2005
IBM Hursley Laboratories February 2002 - August 2004
Astrium August 2000 - February 2002
Skills
Unix Shell Scripting, Perl, Unix, System Architecture, Infrastructure, NetApp, Veritas Cluster Server, FX trading, Netbackup, EMC, Hitachi, Veritas Volume Manager, C++, C, HTML + CSS, PHP, Veritas Net Backup, Linux, IBM Storage, SAN Volume Controller, Automation, MySQL, Investment Banking, Monte Carlo Simulation, GPFS, Infrastructure Planning, Python, Java, Mule ESB, Lustre, Fourier Analysis
Education
Bournemouth University 1998 — 2000
HND, Computer Science
Bournemouth School 1990 — 1998
Advaced Level, Philosophy, Theology, Physics, Math, Music
ThinkingPhones January 2015 - Present
JP Morgan Chase February 2014 - November 2014
Commonwealth Worldwide October 2013 - January 2014
UGL Services June 2012 - August 2012
BU Occupational Therapy Office December 2010 - January 2011
City of Newton April 2007 - June 2007
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Microsoft Powerpoint, Financial Modeling, Economics, Adobe Creative Suite, Adobe Illustrator, Social Media, Risk Management, Psychology, Adobe Photoshop, Data Analysis
Education
Boston University 2009 — 2013
Bachelor of Arts (B.A.), Economics & Psychology
Newton North High School 2005 — 2009
College Loan Corporation / Edvisors Network June 2003 - Present
College Loan Corporation July 2011 - July 2013
College Loan Corporation October 2009 - October 2011
College Loan Corporation July 2006 - November 2010
College Loan Corporation June 2008 - June 2009
College Loan Corporation (7th largest student loan provider) 2006 - 2008
College Loan Corporation 2005 - 2006
College Loan Corporation 2003 - 2005
JP Morgan Chase 2001 - 2003
JP Morgan Chase 2001 - 2002
Skills
Call Center, Credit, Customer Service, Process Improvement, Visio, Leadership, SDLC, Financial Analysis, Business Analysis, Salesforce.com, Cognos, Finance, Outlook, Microsoft Excel, Budgets, Management, SharePoint, Microsoft Office, Customer Satisfaction, Cognos ReportNet, Avaya IP Telephony, Sitecore, ExactTarget, SEO, Underwriting, FDCPA, FCRA, Dodd-Frank, Fraud Detection, Fraud Claims, Certified Fraud Examiner, Consumer Financing, Direct Lending, Credit Analysis, Credit Risk, Credit Scoring, Lines Of Credit, Educational Technology, Agile Project Management, Agile Testing, Scrum, Sprint Planning, Microsoft CRM, Hiring Personnel, Project Coordination, Customer Retention, Marketing Strategy, Social Media Marketing, People Skills, Trusted Advisor
Education
Boston University Questrom School of Business 2015 — 2015
CIO POCKET MBA CERTIFICATION, Information Technology, A
CIO Boot Camp - Midsize Enterprise Summit West 2014 2014 — 2014
Tools for IT Transformational Leaders, Information Technology, A
Camp IT 2014 — 2014
IT Infrastructure & Operations Management, Information Technology, A
University of Phoenix 2001 — 2004
BSBA, Business w/emphasis in tax & finance
National Tax Training School 1999 — 2000
Certification, Federal Income Taxation
Ventura College 1996 — 1998
AA, Liberal Arts & Sciences
Consulting May 1994 - Present
Wolters Kluwer Law & Business May 2013 - January 2015
JPMorgan Chase March 2009 - October 2011
JP Morgan Chase May 2008 - May 2009
Village Soup Knight Foundation January 2007 - June 2008
Unum June 2004 - May 2008
SunLife IFMG June 2006 - June 2007
JPMorgan Chase February 2002 - June 2007
JPMorgan September 2003 - February 2004
Wells Fargo Bank January 1993 - November 2000
Skills
Customer Experience, User-centered Design, eCommerce, Strategic Planning, Creative Direction, Team Leadership, Creative Strategy, User Experience, Mobile Applications, Responsive Design, Process Engineering, Design Leadership, User Interface Design, Usability Testing, Usability, Interaction Design, Heuristic Evaluation, User Interface, Axure, Design Specifications, Photoshop, OmniGraffle, Banking, Graphic Design, Insurance, Photography, Strategic Thinking, Intranets, B2B, Front-end Requirements, Workflow Design, Social Networking Sites, B2C, Financial Software, Medical Software, Balsamiq, Portuguese, English, French, B2B eCommerce, Digital Design, Online Transactions, UX, CE, UI, Knowledge Management, User Centered Design, Engineering, CSS, Information Architecture
Education
Center for Electronic Art 1990 — 1992
Graduate Program
New York Studio School 1985 — 1988
Painting, Design, & Art History
Bowdoin College 1980 — 1984
Bachelor's Degree
Dartmouth College 1981 — 1982
Exchange Program
Stratton Mountain School 1977 — 1980
Diploma
Huntington National Bank January 2015 - Present
Huntington National Bank August 2008 - January 2015
Huntington National Bank May 2007 - August 2008
Huntington National Bank March 2005 - May 2007
JP Morgan Chase October 2003 - March 2005
Skills
Coaching, Training & Development, Project Execution, Investments, Retail, Financial Advisory, Wealth Management, Mutual Funds
Education
Bowling Green State University 1995 — 1996
JP Morgan Chase July 2014 - Present
JPMorgan Chase September 2012 - July 2014
JPMorgan Chase January 2009 - September 2012
Private Clients February 2010 - September 2011
Randstad, Pearson Education project March 2008 - June 2008
CMyK Associates, Inc. August 2007 - January 2008
McGraw-Hill Higher Education December 2006 - August 2007
Mid-American Review August 2005 - June 2006
Prairie Margins August 2004 - June 2006
Skills
Proofreading, Editing, Project Management, Writing, Copy Editing, Publishing, Microsoft Office, Advertising, InDesign, Dreamweaver, Content Management, Web Content
Education
Bowling Green State University 2001 — 2006
Bachelor's in Fine Arts, Writing
Cardinal Health July 2010 - Present
JP Morgan Chase March 2008 - March 2010
Quick Solutions September 2007 - March 2008
Ohio Administrative Knowledge System October 2006 - July 2007
Budget and Management March 2002 - October 2006
Ernst & Young August 2000 - March 2002
Skills
SDLC, Process Improvement, MS Project, Project Management, Business Process, Management, Business Requirements, Management Consulting, Data Analysis, Analysis, Business Analysis, Business Process..., Customer Service, Leadership, Microsoft Project, PMP, Program Management, Training, Vendor Management, Visio
Education
Bowling Green State University 1996 — 2000
Bachelor of Arts, Political Science and Economics
Atlantic Capital Advisors, LLC February 2015 - Present
Audet Wealth Advisors December 2010 - Present
LPL Financial December 2010 - Present
JP Morgan Chase July 2008 - December 2010
UBS 2006 - 2008
Wachovia Securities 2000 - 2006
Morgan Stanley 1995 - 2000
Skills
Retirement Planning, Alternative Investments, Estate Planning, Asset Allocation, Mutual Funds, Investments, Bonds, Stocks, Fixed Annuities, Wealth Management, Series 7, Investment Strategies, Investment Advisory, Strategic Financial..., Portfolio Management, Series 63, Series 65, Financial Advisory, Finance
Education
University of Florida 1986 — 1991
B.S., Real Estate and Finance
Boston University 2006 — 2011
Financial Planning, Financial Planning
Cosmopolitan Real Estate June 2011 - Present
JP Morgan Chase May 2007 - May 2011
Skills
Bloomberg, Fixed Income, Financial Modeling, Fund Accounting, Equities, Investments, Financial Analysis, Bloomberg Terminal, Valuation, Portfolio Management, Mutual Funds
Education
Brandeis University, Lemberg - International Business School 2005 — 2007
Master's degree, International Economics and Finance
Emmanuel College 2002 — 2005
Bachelor of Arts (B.A.), Management and Economics
JPMorgan Chase March 2013 - Present
Corporate One Federal Credit Union August 2011 - March 2013
Alliance Data 2009 - August 2011
JP Morgan Chase 2006 - 2009
Skills
Bank Secrecy Act, OFAC, AML, Compliance, Fraud, BSA, USA PATRIOT Act, KYC, Investigations, Fraud Prevention, Due Diligence, CAMS, Fraud Investigations, Risk Assessment, Credit Cards, Banking, Regulatory Requirements, Operational Risk, Certified Anti-Money..., Operational Risk..., Private Investigations, Anti Money Laundering, Certified Fraud Examiner
Education
Tiffin University 2005 — 2006
Master of Science, Criminal Justice Administration
Bowling Green State University 2001 — 2003
Bachelor of Science, Criminal Justice
JP Morgan Chase June 2006 - Present
Diebold March 2005 - December 2005
Education
The Ohio State University 2003 — 2007
Bachelor's of Science, Computer Science & Engineering
Bowling Green State University 2002 — 2003
Protective Life February 2015 - Present
Protective Life November 2012 - Present
Protective Life May 2011 - October 2012
Huntington National Bank November 2010 - May 2011
JP Morgan Chase September 2005 - November 2010
Skills
sales, insurance case design, advisory role to..., Insurance, Series 6, Investments, Retail Banking, Securities, Credit, Sales, Leadership, Life Insurance, Series 63, New Business Development, Relationship Management
Education
Xavier University 2008 — 2011
M.B.A., Business Administration
Bowling Green State University 2001 — 2004
B.S., Communications
Boston Children's Hospital May 2013 - Present
East Boston Neighborhood Health Center May 2014 - Present
J.P. Morgan Chase January 2008 - May 2013
J.P. Morgan Chase January 2008 - February 2011
State Street Corporation October 2006 - January 2008
J.P Morgan Chase October 2005 - April 2006
Skills
Financial Services, CRM, Investments, Strategy, Business Analysis, Leadership, Management, Microsoft Excel, Microsoft Word, PowerPoint, Lean Management, Agile Project Management, Access Database, Relational Databases, Epic Systems, WebEx, Compliance, Account Management, R, Bloomberg Software, Spanish-speaking
Education
Boston University 2013 — 2015
Master's Degree, Health Policy and Management
Brandeis University 2001 — 2005
B.A., Economics
Vestmark August 2008 - Present
Putnam Investments LLC January 2007 - March 2008
SunGard Securities Processing April 2006 - January 2007
Sungard 2006 - 2007
Brown & Company (JPMorgan-Chase) July 2001 - April 2006
Brown & Company/JPMC 2001 - 2006
JP Morgan Invest 2001 - 2006
J. P. Morgan Invest, Inc. formerly known as Brown & Company Securities Corporation 2001 - 2006
JP Morgan Chase 2001 - 2006
State Street Corporation 1997 - 2001
Skills
Disaster Recovery, Unix, Vendor Management, Business Continuity, SQL, Business Analysis, Requirements Analysis, Process Improvement, Project Management, Visio, Operations Management, SDLC, Integration, Data Center, Outsourcing, Program Management, COBOL, Quality Assurance, XML, Operating Systems, Technical Support, Management, Servers, Analysis, Networking, SaaS, Financial Services, IT Management, IT Strategy
Education
B.S. 1977 — 1988
Bachelor of Science (BS), Mathematics
Bridgewater State University 1977 — 1984
B.S., Mathematics
FirstMerit Bank October 2014 - Present
Brian T. Kowalski, CPA March 2014 - October 2014
GrafTech International April 2012 - March 2014
Ernst & Young May 1999 - April 2012
JP Morgan Chase April 1990 - April 1999
Skills
Tax, Tax Preparation, Auditing, Accounting, GAAP, Property Tax, Fixed Assets, Tax Accounting, Tax Returns, FIN 48, State Tax, Sales & Use Tax, Corporate Finance, CPA, OneSource, ASC 740, SAP, Vertex, Hyperion HFM, Sage FAS, BNA Fixed Assets, Sarbanes-Oxley Act, Income Tax, Corporate Tax, Financial Reporting, Internal Audit
Education
Cleveland State University 1995 — 1997
MBA, Business Management
Bowling Green State University 1982 — 1986
BSBA, Financial Management
Fifth Third Bank May 2014 - Present
Nationwide Insurance August 2012 - April 2014
JP Morgan Chase 2004 - November 2012
JP Morgan Chase 2000 - 2004
First USA 1994 - 2000
Skills
SEM, Digital Marketing, Online Marketing, Customer Experience, Email Marketing, Interactive Marketing, Team Leadership, Retail, Mobile Marketing, Online Advertising, Digital Strategy, Management, Marketing, Web Analytics, B2B Marketing, Product Marketing, Creative Direction, Marketing Communications, Integrated Marketing, Segmentation, Media Planning, CRM, Multi-channel Marketing, Marketing Management, Competitive Analysis, Analytics, Strategy, Customer Insight, Brand Management, Social Media Marketing, Mobile Advertising, Lead Generation, E-commerce, Direct Marketing, Customer Acquisition, PPC, Product Management, Strategic Partnerships, Marketing Strategy, Database Marketing
Education
The Ohio State University Fisher College of Business 1998 — 2000
MBA
Bowling Green State University 1990 — 1994
BAC, Communications
KeyBank September 2014 - Present
JP Morgan Chase June 2005 - September 2014
WFG World Group Securities June 2000 - June 2005
WFG World Group Securities June 2000 - June 2005
Nordstrom June 1996 - February 2000
Skills
Financial Analysis, Finance, Business Development, Banking, Corporate Finance, Investments, Relationship Management, Business Strategy, Risk Management, Financial Modeling, Portfolio Management, Strategic Financial..., Credit, Executive Management, Commercial Lending
Education
Brigham Young University
Business Finance
Utah Valley University
Business Finance
GE July 2014 - Present
Citibank June 2008 - December 2013
Bank of New York Mellon July 2006 - June 2008
Anglo-Continental October 2005 - April 2006
JP Morgan Chase August 2004 - August 2005
Unisys July 2003 - July 2004
Skills
Banking, Business Development, Credit, Analysis, Management, Accounts Receivable, Account Reconciliation, Financial Services, Training, New Business Development, Auditing, Marketing, Investment Banking, Portfolio Management, Lotus Notes, Capital Markets, Invoicing, Payments, Strategy, Leadership, Corporate Trust, Securities, Bloomberg, ISDA, Reuters 3000, Fixed Income, Risk Management, Financial Analysis
Education
Bournemouth University 2002 — 2004
Master, Marketing and Management for Tourism
Notre Dame University 1998 — 2002
BA, Advertising and Marketing
Lycee Franco Libanais Nahr-Ibrahim
First Green Building Services March 2010 - Present
JP Morgan Chase January 2007 - March 2010
Ratestar Mortgage August 2003 - December 2006
Skills
Small Business, Sales Management, Customer Relations, Customer Service, Banking, Facilities Management, Janitorial Services, Commercial Cleaning, Sales, Asset Managment, Budgets, Insurance, Janitorial, Team Building, Cleaning, Strategic Planning, Contract Negotiation, Sales Operations, Salesforce.com, Selling, Operations Management, New Business Development, Direct Sales, Account Management, Sales Process, Forecasting, Cold Calling, P&L, Customer Retention, B2B, Asset Management, Strategy, Executive Management, Sales Presentations, Pricing, Customer Satisfaction, Leadership, CRM, Negotiation, Strategic Partnerships, Management, Business Planning, P&L Management, Lead Generation, Start-ups, Market Planning, Training, Vendor Management, Process Improvement, Competitive Analysis
Education
Northern Kentucky University 2007 — 2010
MBA, Finance
Bowling Green State University 1997 — 2001
Business, Finance
Moeller High School 1993 — 1997
JP Morgan Chase March 2011 - Present
Ribacchi-Weck Inc February 2009 - March 2011
PGP Valuation Inc June 2004 - February 2009
Universal Protection Services August 2002 - December 2003
Warner Bros. Entertainment Inc July 2003 - October 2003
E! Entertainment Television August 1999 - March 2002
KBYU TV December 1996 - June 1999
Skills
Real Estate, Investment Properties, Commercial Real Estate, Due Diligence, Broadcast, Economics, Real Estate Transactions, Valuation, Real Estate Economics, Real Estate Development, Property Management, Appraisals, Asset Management, Finance, Leases
Education
California State University-Sacramento 2004 — 2008
MBA, Finance
Brigham Young University 1995 — 1999
BA, Film
Paychex January 2009 - Present
JP Morgan Chase November 2002 - August 2008
JP Morgan Chase 1996 - 2008
Chase 1996 - 2008
Chase 1996 - 2005
Chase 1996 - 2003
JPMorgan Chase May 2001 - December 2002
Chase Manhattan 1996 - 2002
JPMorgan Chase August 1998 - May 2001
JPMorgan Chase February 1996 - August 1998
Education
St. John Fisher College 1997 — 1998
MBA - did not complete, Finance and Marketing
University of Rochester - Simon Business School 1997 — 1998
MBA - did not complete, Finance and Marketing
University of Pittsburgh 1995 — 1995
Semester at Sea Program
Bowling Green State University 1991 — 1995
JP Morgan Chase July 2011 - Present
Federal Reserve Bank of Cleveland February 2011 - July 2011
Crowe Horwath LLP January 2007 - February 2011
Skills
Internal Audit, AML, Operational Risk, Bank Secrecy Act, OFAC, Internal Controls, Risk Management, Financial Institutions, Banking, Auditing, Finance, Risk Assessment
Education
Bowling Green State University 2005 — 2006
MBA, Accounting
Bowling Green State University 1999 — 2004
BSBA, Finance and Pre-Law
Bank of America Merchant Services February 2013 - Present
Wells Fargo May 2010 - January 2013
JP Morgan Chase June 2005 - April 2010
Edgewood Marketing 2003 - 2005
Arsene-Lee Advertising/ Santonio Advertising 2001 - 2003
Skills
Business Development, Customer Service, Sales, Direct Sales, Team Building, Leadership, Recruiting, Salesforce.com, Advertising, Account Management, Management, Marketing, Social Media Marketing, Social Media, Marketing Strategy, Relationship Management
Education
Boston University 1998 — 2000
English
ESD Valves January 2013 - Present
SRT Manufacturing May 2011 - December 2012
Wells Fargo Bank April 2010 - May 2011
JP Morgan Chase 2003 - 2007
Skills
Sales, Marketing, Manufacturing, Machining, Safety, Financial Modeling, Mergers & Acquisitions, New Business Development, Business Development, Business Strategy, Business Planning, Pricing, Financial Analysis, Strategy, Competitive Analysis, Forecasting
Education
University of Redlands 1985 — 1987
BSBA, Finance
Brigham Young University 1981 — 1983
Bachelor of Science (BS), Business/Commerce, General
The Yard - Market Square May 2015 - Present
The Yard - An American Gastropub February 2014 - Present
Coach's Bottleshop & Grille February 2013 - Present
Cline Financial November 2012 - 2013
BNY Mellon June 2010 - November 2012
JP Morgan Chase June 2008 - June 2010
JP Morgan Chase June 2007 - August 2007
Skills
Fixed Income, Bloomberg, Securities, Bonds, Bloomberg Terminal, Risk Management, Trading, Securities Lending, Collateral Management, Middle Office, Settlement, Relationship Management, Equities, Investment Banking
Education
Boston University Graduate School of Management 2011 — 2013
MSM, Banking and Financial Services Management
Duquesne University 2004 — 2008
·Bachelor of Science in Business Administration, Finance and Investment Management
Fannie Mae December 2013 - Present
Fannie Mae January 2012 - November 2013
FBR August 2005 - November 2011
JP Morgan Chase August 2003 - July 2005
JP Morgan Chase August 2000 - July 2003
Fidelity Investments June 1996 - July 2000
Skills
Bloomberg, Equity Trading, Market Data, Fidessa, Series 7, PMP
Education
Boston University - School of Management 1998 — 2000
MBA, Finance
Tufts University 1992 — 1996
BS, Ergonomics
City University of New York August 2014 - Present
City of New York January 2012 - Present
JP Morgan Chase May 2011 - August 2011
John Jay College/U.S. Department of Homeland Security January 2011 - June 2011
Legal Aid Society January 2011 - May 2011
Brooklyn District Attorney's Office September 2010 - December 2010
The Academy at Harvard Square May 2008 - July 2010
Boston University Police Department October 2008 - May 2009
Ropes & Gray LLP May 2007 - August 2007
Skills
Editing, Private Investigations, Risk Assessment, Government, Policy, Investigation, Emergency Management, Enforcement, Crisis Management, Research, Policy Analysis, Public Policy, Microsoft Office, Criminal Justice, PowerPoint, Community Outreach, Event Planning, Social Media, International Relations, Fundraising, Public Speaking, Physical Security, Analysis, Management
Education
City University of New York-John Jay College of Criminal Justice 2010 — 2012
M.A. in Criminal Justice, Investigative Techniques, Computer Applications
Boston University 2006 — 2009
B.A., Sociology, Psychology, English
North Quincy High School 2002 — 2006
High School Diploma
Dow AgroSciences September 2012 - Present
JP Morgan Chase January 2012 - September 2012
JP Morgan Chase July 2010 - January 2012
GE Global Research December 2004 - July 2010
DuPont January 2000 - August 2000
Skills
Statistical Modeling, SAS, Marketing Research, Six Sigma, Multivariate Analysis, Forecasting, Business Analytics, Statistics, Data Analysis, Design of Experiments, Time Series Analysis, Data Mining, R, Business Intelligence, Analysis, VBA, Predictive Modeling, Analytics, Machine Learning, SAS programming, Marketing Analytics, Predictive Analytics, Monte Carlo Simulation, Quantitative Analytics, Segmentation, Logistic Regression, Optimization, Minitab, Customer Analysis, Mathematical Modeling, Credit Risk, Linear Regression, Modeling, Data Modeling, Experimental Design, Big Data, Multivariate Statistics, Leadership, JMP, Data Visualization, Risk Analytics, SAS Programming
Education
Virginia Polytechnic Institute and State University 2001 — 2004
Ph.D., Statistics, 3.9 GPA
Brigham Young University 1999 — 2001
MS, Statistics, 3.8 GPA
Brigham Young University 1993 — 1999
BA, Mathematics Education, 3.6 GPA
JPMorgan Chase February 2014 - Present
JP Morgan Chase March 2011 - February 2014
Destination Maternity Corporation March 2010 - August 2013
Nationwide Insurance February 2007 - March 2011
Ann Taylor May 2007 - May 2009
Nationwide Health Plans March 2005 - February 2007
LifeWorks Project March 2005 - January 2007
Agency Financial Product Sales February 2000 - January 2002
Nationwide Insurance January 1999 - January 2000
Agency Financial Service Center September 1998 - January 1999
Skills
Insurance, Management, Health Insurance, Property & Casualty..., Sales Management, Fixed Annuities, Financial Services, Competitive Analysis, Operations Management, Term Life Insurance, Time Management, Policy, Mutual Funds, Finance, Underwriting, Life Insurance, Process Improvement, Customer Service
Education
Bowling Green State University 1983 — 1987
Bachelor, Education
Bishop Rosecrans
Bowling Green State University
Bachelor of Science Degree, Education
Zions Bancorporation February 2011 - Present
JP Morgan Chase 2010 - 2011
Battelle August 2005 - 2010
Ohio Dominican University December 2005 - April 2006
Brigham Young University May 2005 - August 2005
Brigham Young University April 2003 - August 2005
Quintiles Transnational May 2004 - August 2004
Skills
Data Analysis, Data Mining, Mixed Model, Spatial Modeling, Survival Analysis, Time Series Analysis, Machine Learning, Cluster Analysis, Bayesian statistics, Biostatistics, Credit Risk, SPSS, Stata, SAS, SQL, R
Education
Brigham Young University 2003 — 2005
Masters, Statistics
Brigham Young University 2000 — 2003
Bachelors, Biostatistics
Dixie State University 1997 — 1998
Associates, Pre-Engineering
Risk & Control Consulting LLC December 2012 - Present
JP Morgan Chase August 2010 - December 2012
Risk Management Consulting Services April 2008 - July 2010
The BISYS Group, Inc. July 2004 - April 2008
protiviti, inc. May 2002 - July 2004
Arthur Andersen LLP April 1999 - May 2002
The IT Group, Inc. - Environmental Remediation Services March 1990 - April 1999
Skills
Internal Audit, Risk Management, Sarbanes-Oxley Act, Enterprise Risk..., IT Audit, Internal Controls, Auditing, Risk Assessment, Governance, Payment Industry, PCI DSS, PCI Standards, Business Process..., Project Management, Regulations, Financial Analysis, Information Security, Business Continuity, Business Process, Disaster Recovery, Financial Risk, Sarbanes-Oxley, COBIT, Management Consulting, IT Risk Management
Education
Bowling Green State University
BSBA
JP Morgan Chase June 2010 - August 2012
American Eagle Outfitters, Inc February 2007 - May 2010
GameStop May 2008 - October 2008
Education
Bowling Green State University 2006 — 2010
Bachelor of Science, Apparel Merchandising and Product Development
JP Morgan Chase Bank December 2009 - Present
JP Morgan Chase Bank July 2005 - December 2009
JP Morgan Chase July 2003 - June 2005
METIOM, INC. (formerly Intelisys Electronic Commerce) March 1999 - February 2001
The Chase Manhattan Bank January 1997 - August 1998
Non-Bank Financial Institutions October 1994 - January 1997
The Chase Manhattan Bank May 1989 - October 1994
NATIONAL WESTMINSTER BANK USA November 1987 - May 1989
National Westminster Bank July 1986 - October 1987
THE NEW YORK TIMES COMPANY June 1985 - June 1986
Skills
Treasury Services, Cash Management
Education
NEW YORK UNIVERSITY GRADUATE SCHOOL OF BUSINESS ADMINISTRATION 1984 — 1986
M.B.A, Finance
Brandeis University 1980 — 1984
B.A, Economics
Wells Fargo Home Mortgage June 2012 - November 2013
JP Morgan Chase July 2009 - June 2012
Wachovia September 2004 - October 2008
World Savings September 2004 - October 2006
Leggat McCall Properties June 1999 - January 2002
Skills
Loans, Refinance, Mortgage Lending, Underwriting, Customer Service, Management, Software Documentation, Loan Origination, Mortgage Banking, Process Improvement, Credit, Mortgage Underwriting, SDLC, FHA, Banking, VA loans, FHA financing, Analysis, Training, Residential Mortgages, Credit Analysis, User Acceptance Testing, Business Requirements, Leadership, Quality Assurance
Education
Bristol Community College 2014 — 2016
Associate's degree - May 2016, Computer Information Systems: Computer Forensics
Bridgewater State University 1994 — 1995
Webster Bank August 2013 - Present
FTI Consulting April 2013 - July 2013
FTI Consulting February 2011 - April 2013
JP Morgan Chase 2008 - January 2011
JPMorgan Chase 2005 - 2008
JPMorgan Chase 2001 - 2005
Irving Trust Company 1986 - 1990
Skills
Credit Analysis, Portfolio Management, Credit, Credit Risk, Banking, Asset Based Lending, Finance, Restructuring, Loans, Leveraged Finance, Mergers & Acquisitions, Financial Analysis, Commercial Banking, Financial Structuring, Capital Markets, Corporate Finance, Due Diligence, Middle Market, CRM, Team Building, Relationship Management, Investments, Executive Management, Cash Flow, Strategy, Valuation, Treasury Management, Funding, Private Equity, Financial Modeling, Risk Management, Leadership, Securities, LBO, Management, Debt Restructuring, Business Development, Commercial Lending, Financial Risk, Cash Management, Business Valuation, Emerging Markets, Hedge Funds, Venture Capital, Corporate Development, Financial Services, Asset Management, Structured Finance, Fixed Income, Fashion
Education
Boston University - School of Management 1984 — 1986
MBA
Brandeis University 1977 — 1981
BA, Political Science
BNY Mellon December 2013 - Present
Linedata February 2011 - December 2013
Strategic Planning & Implementation Associates Inc. April 2009 - March 2011
FundQuest Incorporated September 2008 - February 2009
Wellington Management LLP October 2004 - April 2008
The Boston Company Asset Management LLC November 2003 - September 2004
JP Morgan Chase September 2002 - January 2003
JP Morgan Chase September 2001 - September 2002
JP Morgan Chase December 2000 - September 2001
JP Morgan Chase November 1999 - December 2000
Skills
Software Quality..., Requirements Analysis, Product Development and..., Project Planning, Project Management, Analysis, Process Automation, Building Client..., Risk Management, Operations Productivity..., Leadership, Management, Financial Analysis, Team Building, Business Analysis, Financial Services, Securities, Derivatives, Fixed Income, Bloomberg, Assets Recovery, Training, Trading Systems, Hedge Funds, Market Data, Banking, Portfolio Management, Operational Risk..., Corporate Actions, Back Office, Relationship Management
Education
Boston University 1999 — 2001
Certificate, Microsoft Certified System Engineer (MCSE) program
Kyiv National Economics University 1990 — 1994
MBA, Finance
JP Morgan Chase November 2010 - Present
Bowling Green State University August 2007 - May 2008
Bowling Green State University January 2006 - August 2006
Progressive Insurance May 2004 - June 2004
Skills
Flash, Photoshop, After Effects, Adobe Creative Suite, InDesign, Dreamweaver, Illustrator, Multimedia
Education
Bowling Green State University 2004 — 2008
Visual Communications Technology, Minor in Marketing
Adobe April 2012 - Present
Adobe Systems April 2008 - April 2012
Neovest December 1999 - April 2008
JP Morgan Chase 2005 - 2008
Brigham Young University January 1999 - November 1999
Skills
Nagios, Unix, Virtualization, Linux, Perl, Cloud Computing, Cluster, Servers, High Availability, Operating Systems, Java, Apache, Cisco Technologies, RedHat, Networking, Network Architecture, Network Administration
Education
Brigham Young University 1996 — 2000
Bachelor of Science (BS), Management Information Systems, General
The Boston Consulting Group January 2015 - Present
Elsevier April 2014 - January 2015
Elsevier October 2012 - April 2014
Brown Brothers Harriman February 2011 - October 2012
BNY Mellon January 2011 - February 2011
JP Morgan Chase August 2010 - December 2010
Skills
Hyperion HFM, Smartview, Oracle R12 Financials, Oracle E-Business Suite, Cognos Upfront, Oracle BIEE, Business Objects, Hyperion Enterprise, Financial Modeling, Financial Analysis, Microsoft Office, MS Excel Pivot Tables, Data Analysis, Financial Accounting, Fund Accounting
Education
Boston University Questrom School of Business 2015 — 2018
Master of Business Administration (MBA)
Rensselaer Polytechnic Institute 2006 — 2010
Bachelor of Science, Business and Management
UPS Supply Chain Solutions September 2012 - Present
JP Morgan Chase 2008 - 2010
Skills
Highly detail oriented, Bilingual in English..., Exceptional ability to..., Completed advanced..., Excellent communication..., Cash Management, Accounts Receivable, QuickBooks, Accounts Payable, Microsoft Office, Accounting, Financial Analysis, Microsoft Excel, Analysis, Outlook, Banking, Internal Controls, Leadership, Finance, Access, PowerPoint, Account Reconciliation, Financial Accounting, Bookkeeping
Education
The University of Texas at Arlington 2008 — 2012
Bachelors of Business Administration in Accounting, Accounting
Brazosport College 2006 — 2008
Associate of Arts (A.A.), Accounting
Global Hunter Securities May 2014 - Present
Ipreo February 2014 - May 2014
Ipreo June 2012 - February 2014
Boston University School of Management August 2010 - December 2011
Commerzbank AG May 2011 - September 2011
JP Morgan Chase February 2011 - April 2011
Boston University Synchronized Skating team April 2009 - September 2010
Courtney, Fink, & Forbes August 2010 - August 2010
Ivy Bound May 2009 - August 2010
Ivy Bound June 2008 - August 2010
Skills
PowerPoint, Access, Bloomberg Terminal, Martini, FINRA, Microsoft Excel, Microsoft Word, Bloomberg, Equity Research, auto industry, freight railroad..., airline industry, Statistics, basic materials and..., Time Management, Process Improvement, Project Management, eBond, trade web, omgeo alert system, Fixed Income, Financial Markets, Equities, Trading, Investment Banking, Options, Leadership, Economics, Financial Modeling, Spanish
Education
Boston University - School of Management 2008 — 2012
BSc, Finance
Blackman Plumbing Supply Co., Inc. June 2013 - Present
New Vitality April 2013 - June 2013
Prime Time Butcher November 2012 - April 2013
Summit Retail Solutions Inc. October 2012 - December 2012
JP Morgan Chase October 2010 - May 2012
Family Dollar November 2008 - October 2010
Back Nine Cafe May 2008 - November 2008
After Hours Formalwear June 2007 - January 2008
Macy's November 2006 - January 2007
ARAMARK May 2006 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Internet, PowerPoint, Outlook, Facebook, Tumblr, Access, Customer Service, Fax, Marketing, Photoshop, Sales
Education
Briarcliffe College 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
JPMorgan Chase March 1996 - October 2012
JPMorgan Chase 1996 - October 2012
JP Morgan Chase January 2006 - January 2007
JPMorgan Chase January 2005 - January 2006
JPMorgan Chase January 2004 - January 2006
JPMorgan Chase February 1999 - April 2004
McGraw-Hill Publishing July 1994 - March 1996
Skills
ADDIE, Instructor-led Training, Instructional Design, Training Delivery, E-Learning, All phases of ADDIE for..., Business Writing, Technical Writing, Blended Learning, Certification for..., Learning Management..., Performance Consulting, Process Improvement, Captivate, Project Management, SnagIt, Needs Analysis, Training, Employee Training, Leadership
Education
Marshall University 1960 — 1965
BA, English, Speech, Secondary Education
Bowling Green State University
Reading and Learning Styles, 4.0
New American Funding October 2014 - Present
imortgage November 2013 - November 2014
JP Morgan Chase March 2013 - November 2013
JP Morgan Chase December 2012 - February 2013
JP Morgan Chase May 2011 - December 2012
JP Morgan Chase March 2010 - May 2011
JP Morgan Chase October 2008 - March 2010
Encore Credit Corp. /Bravo Credit Corp September 2005 - June 2007
Aegis Lending Corporation October 2004 - July 2005
Skills
Banking, Credit, Mortgage Lending, Loans, Financial Services, Microsoft Excel, Analysis, Leadership, Training, Finance, Customer Satisfaction, Software Documentation, Sales, Management, Time Management, Underwriting, Loan Servicing, Loan Origination, Mortgage Banking, Business Strategy, Decision Making, Residential Mortgages
Education
Brandman University, Part of the Chapman University System 2013 — 2015
Finance, General
Rio Hondo College 1996 — 1998
General Studies
Lafayette Federal Credit Union July 2013 - Present
JPMorgan Chase May 2012 - June 2013
JPMorgan Chase January 2012 - May 2012
JP Morgan Chase October 2010 - December 2011
Affinion Group March 2010 - July 2010
KIWI Communications LLC March 2008 - October 2009
Skills
Team Leadership, Marketing, Project Management, Customer Service, Leadership, Time Management, Account Management, Finance, Banking, Management, Financial Services, Coaching, Social Media, Customer Satisfaction, Sales, Marketing Strategy, Team Building, Strategic Planning, Project management
Education
Bowling Green State University 2005 — 2009
Bachelor of Science, Economics
JP Morgan Chase March 2014 - Present
JPMorgan Chase 2005 - January 2014
Education
Bowling Green State University 1994 — 1998
Bachelor, Journalism
JPMorgan Chase & Co. May 2015 - September 2015
JPMorgan Chase & Co. April 2014 - May 2015
JPMorgan Chase & Co. February 2013 - March 2014
JP Morgan Chase May 2012 - January 2013
JPMorgan Chase March 2011 - April 2012
JPMorgan Chase May 2010 - February 2011
Bed Bath & Beyond July 2008 - November 2010
John H. Stroger, Jr. Hospital of Cook County September 2008 - December 2008
RuffaloCODY March 2005 - August 2007
Skills
Sales, Customer Experience, Team Management, Operations Management, Fundraising, Personal Development, Recruiting, Sales Motivation, Achieving Measurable..., Leadership Development, Employee Training, Team Motivation, Long-term Customer..., Customer Retention, Customer Acquisition, Customer Engagement, Sales Management, Change Management, Regulatory Compliance, Compliance Management, Critical Thinking, Loans, Leadership, Credit, Coaching, Banking, Team Building
Education
Bowling Green State University 2003 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Napoleon High School 1999 — 2003
High School Diploma
Marsh & McLennan Companies July 2011 - Present
General Motors June 2010 - July 2011
General Electric October 2004 - July 2008
JP Morgan Chase May 2004 - October 2004
Merrill Lynch June 2000 - May 2004
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA, Finance / General Management
Boston University Questrom School of Business 1996 — 2000
BSBA, Finance / Economics
Clarkson University - The Clarkson School 1995 — 1996
Biology/Biological Sciences, General
Bergenfield High School 1992 — 1995
Mountain America Credit Union October 2005 - Present
JPMorgan Chase February 2004 - October 2005
JP Morgan Chase June 2003 - February 2004
JP Morgan Chase May 1999 - June 2003
Skills
HRIS, Project Management, Process Improvement, Human Resources, Access, SQL, Data Analysis, Microsoft Excel, Microsoft Office, Requirements Gathering, Business Intelligence, HTML, Strategic Planning, Cognos, HCM Processes & Forms, Excel, PHR
Education
University of Utah - David Eccles School of Business 2004 — 2006
MBA
Brigham Young University 1997 — 2001
Media Arts, Digital Communication and Media/Multimedia
JP Morgan Chase February 2012 - Present
Btn Partners January 2004 - December 2007
Deutsche Bank September 1999 - December 2003
State Street Bank June 1991 - August 1999
Education
University of Chicago 1989 — 1991
Master of Business Administration (M.B.A.), Finance, General
Bowdoin College 1983 — 1987
Bachelor of Arts (B.A.), Economics
JP Morgan Chase August 2010 - Present
Quick Solutions 1996 - 2010
PNC (Ohio National Bank, BancOhio, National City Bank) November 1977 - August 1996
Skills
Banking, Integration, PMP, Business Analysis, SDLC, Vendor Management, Credit Cards, Process Improvement, Business Process..., Requirements Analysis, Requirements Gathering, Visio, Retail, Accounting, SharePoint, Management, Change Management, Business Intelligence, CRM, PMO, Agile Methodologies, Business Requirements, Risk Management, IT Strategy, Project Portfolio..., Enterprise Architecture, Business Process, Software Project..., Program Management, Resource Management, Project Delivery, IT Management, Consulting, Software Documentation, User Acceptance Testing
Education
Bowling Green State University 1973 — 1977
BSBA, Finance/Accounting
Bowling Green State University 1973 — 1977
Bachlor of Science in Business Administration, Accounting and Finance
JPMorgan Chase 2014 - Present
JPMorgan Chase 2013 - 2014
JPMorgan Chase 2011 - 2013
JP Morgan Chase 2009 - 2012
Chase Investment Services Corporation 2006 - 2009
Citigroup 1998 - 2006
Smith Barney 1995 - 1998
(former) First Fidelity Bancorporation 1991 - 1995
Federal Reserve Bank of New York July 1985 - June 1991
Skills
Financial Services, Fixed Income, Banking, Program Management, Capital Markets, Equities, Financial Analysis, Management, Portfolio Management, Risk Management, Securities, Business Analysis, Process Improvement, Relationship Management, Strategy, Finance, Leadership, Investments
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1989 — 1991
Master of Business Administration (MBA), Finance, General
Brandeis University 1981 — 1985
Bachelor of Arts (B.A.), Economics
JPMorgan Chase November 2013 - April 2014
JPMorgan Chase June 2012 - October 2013
JP Morgan Chase July 2011 - June 2012
Skills
Quality Assurance, Foreclosures, Legal Documents, Testing, Process Improvement, Requirements Analysis, Software Documentation, Visio, Agile Methodologies, Business Analysis, Requirements Gathering, Process Engineering, Management, Vendor Management, Banking, Customer Service, Project Management, Microsoft Office, Leadership
Education
Columbus State Community College 2014 — 2021
Bachelor of Science (B.S.), Engineering Physics
Bowling Green State University 2007 — 2011
Bachelor of Arts (B.A.), International/Global Studies
Escuela Universitaria Cardenal Cisneros 2009 — 2010
Study Abroad, Spanish, Junior Year of College
JPMorgan Chase & Co. September 2014 - Present
JPMorgan Chase October 2012 - Present
Minoyan Properties January 2007 - Present
JPMorgan Chase January 2010 - October 2012
JP Morgan Chase August 2008 - August 2009
JP Morgan May 2007 - August 2007
JP Morgan June 2006 - August 2006
Skills
Options, Financial Modeling, Financial Analysis, Financial Statement..., Essbase, Banking, Valuation
Education
New York University 2012 — 2015
MS in Real Estate Finance & Investing
Boston University 2004 — 2008
BA, Economics, Minor Business Administration
Hovnanian
Hovnanian
Red Curve Solutions January 2009 - Present
Romney for President April 2011 - February 2013
Romney for President January 2007 - December 2008
Commonwealth of Massachusetts September 2005 - December 2006
Commonwealth of Massachusetts January 2003 - October 2005
Romney for Governor 2002 May 2002 - January 2003
JP Morgan Chase June 2000 - May 2002
Prudential Securities May 1998 - June 2000
Skills
Strategy, Start-ups, Leadership, Forecasting, Management, Process Improvement, Finance, Business Strategy, Managerial Finance, Operations Management, Executive Management, Human Resources, Derivatives, Accounts Payable, Trading, Pricing
Education
Boston University Questrom School of Business 2005 — 2007
MS, Investment Management
Washington College 1994 — 1998
Bachelor of Arts, Economics and Political Science
Rumson Fair Haven 1990 — 1994
JP Morgan Chase December 1998 - Present
Quick Solutions May 1997 - December 1998
Nationwide Insurance January 1993 - May 1997
Education
Bowling Green State University 1988 — 1992
BS, Management Information Systems
Hewlett-Woodmere UFSD September 2014 - Present
Self Employed June 2013 - Present
Allscripts Inc. July 2010 - July 2012
New Horizons Computer Learning Centers June 2009 - July 2010
JP Morgan Chase April 2007 - May 2009
Schnell and Company August 2004 - March 2007
OpenLink Financial August 2000 - August 2004
Skills
Business Analysis, Commodity Markets, Healthcare Information..., Application Support, Customer-focused, Software Documentation, Help Desk Support, Quality Assurance, Process Improvement, Account Management, CRM, Sales, Trading Systems, Customer-facing, Analysis, Testing, Technical Support, Training, Management
Education
Boston University 1984 — 1986
Bachelor of Science (BS), Finance, General
New Horizons Computer Center 2009 — 2010
A+; Network +; MSDST, Technical Certifications
Frugal Finders Antique Thrift Shop April 2012 - Present
bank of america May 2005 - Present
TLC Realty Co. March 2009 - July 2010
Bank of America 2005 - July 2009
Columbia Management 2005 - 2008
Bank of America 2005 - 2007
JP Morgan Invest, LLC 2000 - 2005
BrownCo, JP Morgan Invest 2000 - 2005
JP Morgan Chase 2000 - 2005
Education
University of Massachusetts Boston 2008 — 2010
BA-MBA, Economics
Suffolk University 2001 — 2003
BS, Marketing
Boston University 1992 — 1995
Engineering, Electrical
AT&T August 2007 - Present
AT&T September 2001 - August 2007
AT&T April 2000 - September 2001
JP Morgan Chase January 1999 - April 2000
Bank One Investment Management Group October 1997 - January 1999
Skills
Frame Relay, Cisco, WAN, Switches, CCNP, Network Design, MPLS, LAN/WAN, Network Operations, Network Architecture, Routers, Ethernet, QoS, CCNA, Telecommunications, Computer Network..., Network Engineering, ITIL, IT Operations, Cisco Technologies, EIGRP, Networking, VoIP, Managed Services, LAN-WAN, Wireless, Routing Protocols, Data Center, Unified Communications, BGP, Telephony, VPN, TCP/IP, Cisco IOS, Firewalls, IP, Routing, Disaster Recovery
Education
Bowling Green State University 1988 — 1992
BBA, Management
Brookstone Capital Management November 2014 - July 2015
Brookstone Capital Management April 2013 - November 2014
US Bank previously Park National Bank May 2010 - March 2013
Little Friends, Inc. March 2008 - March 2011
Park National Bank now part of U. S. Bank 2006 - May 2010
Park National Bank 2006 - 2010
JP Morgan Chase 2004 - 2006
Mayfair Development, LLC 2002 - 2004
Burnside Homes 1999 - 2002
United Homes 1997 - 1999
Skills
Sales Management, Marketing Strategy, Marketing Communications, Commercial Banking, Budgeting, Negotiation, Contract Negotiation, Planning, Budgets, Branch Banking, CRM, Consumer Lending, Management, Project Planning
Education
Bradley University 1993 — 1997
BS, Marketing and Retail Merchandising
Bradley University 1993 — 1997
Bachelor of Science (B.S.), Marketing and Retail Merchandising
Huntington National Bank March 2013 - Present
PNC Investments, LLC December 2010 - March 2013
JP Morgan Chase March 2010 - December 2010
Morgan Stanley August 2008 - March 2010
Morgan Stanley August 2007 - August 2008
Skills
SQL, SAS programming, Call Centers, Data Quality Assurance, Data Analytics, Requirements Analysis, Technical Requirements..., Requirements Gathering, Test Validation, Essbase, Microstrategy, Test Case Generation, Use Case Diagrams, Workflow Diagrams
Education
Ohio Dominican University 2008 — 2010
MBA, Businees Administration
Bowling Green State University 2000 — 2004
Bachelors, Communications
Raymond James Financial, Inc. March 2014 - Present
JP Morgan Chase April 2010 - February 2014
HSBC Private Bank January 2010 - April 2010
GH Capital, LLC March 2008 - December 2009
JPMorgan October 2004 - 2008
JPMorgan Private Bank February 2001 - September 2004
Skills
Loans, Portfolio Management, Credit, Banking, Finance, Investment Banking, Loan Origination, Underwriting, Real Estate, Securities, Commercial Mortgages, Management, Analysis, Real Estate Development, Securitization, Asset Managment, Securities Lending, Strategic Planning, Commercial Lending, Asset Management
Education
Brigham Young University 1994 — 2000
Bachelor of Science, Business Management, Emphasis on International Finance
Brigham Young University
Bachelor of Science (B.S.), International Finance
Carnival Corporation December 2005 - Present
John Hancock Financial Services June 2002 - December 2005
JP Morgan Chase May 2001 - June 2002
Metiom (formerly Intelisys) March 2000 - May 2001
Chase Manhattan Bank February 1995 - March 2000
Marshalls, Inc. 1992 - 1994
Skills
Vendor Management, Sourcing, Contract Negotiation, Negotiation
Education
Boston University School of Law 1988 — 1991
J.D., Law
Emory University 1984 — 1988
B.A., Philosophy, Political Science
StateStreet September 2005 - Present
JP Morgan Chase 2005 - 2006
PIMCO 2001 - 2005
Micronchip 2000 - 2001
Superior Industries May 1999 - June 2000
Miller, Kaplan, Arase & Co., LLP June 1998 - June 1999
Skills
Financial Analysis, Accounting, Financial Modeling, Financial Services, Finance, Asset Management, Investments, Management, Hedge Funds, Financial Reporting
Education
Brigham Young University 1989 — 1996
BS & Macc, Accounting
California State University-Los Angeles 1986 — 1989
JP Morgan Chase April 2010 - Present
BluWater Consulting May 2009 - April 2010
WaMu January 2002 - January 2009
Financial Fusion Inc January 2000 - December 2001
Skills
SDLC, Agile Methodologies, Management, Scrum
Education
Brigham Young University 1990 — 1996
BA, Spanish, Latin American Studies, Business Core
Stonegate Mortgage Corporation (NYSE: SGM) November 2014 - Present
Stonegate Mortgage Corporation July 2012 - November 2014
JP Morgan Chase September 2010 - July 2012
JPMorgan Chase January 2008 - August 2010
Irwin Financial Corporation 2004 - 2007
Education
Bowling Green State University 1996 — 2002
MBA
Union Bank July 2014 - Present
Union Bank June 2011 - Present
JPMorgan Chase Bank January 2009 - July 2011
JP Morgan Chase November 2006 - December 2008
JP Morgan Chase October 2004 - November 2006
Washington Mutual April 2002 - October 2004
Skills
Loans, Banking, Commercial Banking
Education
Brigham Young University 2000 — 2002
Bachelors Degree, Business Management
Brigham Young University - Idaho 1998 — 2000
Associates Degree, Business Management
JP Morgan Chase June 2010 - Present
Brighton Bank October 2008 - June 2010
Zions Bank January 2007 - October 2008
IBM Global Services May 2005 - December 2006
Skills
Commercial Lending, Loans, Credit Analysis, Banking, Commercial Banking, SBA Lending, SBA, Financial Risk, Finance, Real Estate, Refinance, Investments, Credit, Financial Analysis, Small Business Lending, Portfolio Management, Lines Of Credit, Management, Commercial Real Estate, Underwriting, Risk Management, Loan Origination, Credit Risk
Education
Brigham Young University 2001 — 2005
BS, Finance
OptumRx October 2014 - Present
OptumRx February 2009 - October 2014
UnitedHealth Group February 2006 - October 2008
Prescription Solutions November 2004 - February 2006
Great American Lending September 2003 - July 2004
JP Morgan Chase September 2002 - November 2003
First American Financial July 1999 - June 2002
Skills
Insurance, Vendor Management, Process Improvement, Business Analysis, Customer Experience, Cross-functional Team..., Customer Satisfaction, Team Building, Leadership, Operations Management, Healthcare, Program Management, Quality Assurance, Business Process..., SDLC, Visio, Management, Project Management, Strategic Planning
Education
Brandman University, Part of the Chapman University System 2015 — 2017
Master of Business Administration (MBA), Organizational Leadership
California Coast University 2002 — 2003
B.S., Management
California State University-Sacramento 1992 — 1994
Finance, General
NYC Department of Education April 2010 - Present
CompIntelligence January 2008 - March 2010
JP Morgan Chase June 1977 - June 2007
Skills
Financial Reporting, Hyperion Enterprise, Human Resources..., Sarbanes-Oxley Act, Human Resources, Finance, Budgets, Management, Mergers, Governance, Process Improvement, Project Management, Integration, Process Engineering, Business Analysis, Requirements Gathering, Business Process..., Vendor Management, Management Consulting, Business Intelligence, Software Development, Mergers & Acquisitions, SDLC, Program Management, Analysis, Business Process, ERP, Project Planning, Risk Management, Visio, Requirements Analysis
Education
Boston University - School of Management 1973 — 1977
bs, Finance, General
JP Morgan Chase September 2010 - Present
Pershing December 2008 - September 2010
TD Ameritrade February 2006 - April 2008
DTCC May 2001 - December 2005
Wachovia June 2000 - May 2001
First Union National Bank December 1994 - June 2000
BayBank February 1989 - December 1994
Skills
Business Development, Sales Management, Mergers, Relationship Management, Sales, E-commerce, Equities, Securities, Financial Services, Fixed Income, Series 7, Mutual Funds, Capital Markets, Wealth Management
Education
Boston University 1991 — 1993
Master of Business Administration (MBA), Finance
Syracuse University 1983 — 1988
Bachelor of Science (BS), Finance, Economics
JP Morgan Chase April 2015 - Present
State Street October 2004 - March 2015
Deloitte & Touche 1998 - 2004
Skills
Fixed Income, Fund Accounting, Mutual Funds, Equities, Hedge Funds, Investments, Securities
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 1998
MS/MBA, Accounting
Boston University 1989 — 1993
BS, Mathematics
JP Morgan Chase February 2008 - Present
CBC Companies March 1999 - February 2008
CBC Companies 1999 - 2008
Alliance Data Systems 1998 - 1999
Skills
C#, .NET
Education
Bowling Green State University 1994 — 1998
JP Morgan Chase July 2014 - Present
State Street July 2011 - July 2014
State Street October 2004 - June 2011
State Street June 2001 - October 2004
State Street November 1998 - June 2001
Skills
Project Management, Business Analysis, Process Improvement, Lean Facilitation, Requirements Analysis, Strategic Planning, Mutual Fund Compliance, Fund Accounting, SDLC, Microsoft Excel, PowerPoint, Microsoft Office, Global Deployment, Bloomberg, Mentoring, Due Diligence, Compliance, Fund Administration
Education
Bridgewater State University 1986 — 1988
BS, Management Science
Alliance Data Retail Services November 2014 - Present
JP Morgan Chase September 2008 - October 2014
JPMorgan Chase & Co. October 2005 - September 2008
JPMorgan Chase & Co. October 2002 - September 2005
Skills
Anti Money Laundering, Bank Secrecy Act, Banking, Financial Risk, Fraud, Management, Risk Assessment, Risk Management, AML, Business Analysis, Customer Service, Financial Services, Investigation, USA PATRIOT Act, Process Improvement
Education
Bowling Green State University 1999 — 2002
JP Morgan chase EvangelistLiberty International Network1999 - Present
New Beginnings Weddings & Special Events January 1998 - Present
Skills
Project Management, Vendor Management, Business Analysis, SharePoint, IT Strategy, Risk Management, Business Continuity, SDLC, Disaster Recovery, Program Management, Customer Service
Education
Keller Graduate School of Management of DeVry University 1997 — 1999
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bradley University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Business Managment
Hello, OIls April 2012 - Present
JP Morgan Chase June 2006 - July 2009
Extron Electronics January 2004 - August 2006
Omniture January 1999 - January 2001
Skills
Banking, Credit, Loans, Mortgage Lending, Risk Management, Retail Banking, Credit Analysis, Commercial Banking, Relationship Management, Financial Analysis, Financial Services, Business Analysis, Investments, Fixed Income, Training, Portfolio Management, Leadership, Management, Microsoft Office, Sales, Customer Service
Education
Brigham Young University 1995 — 2000
Bachelor's degree, Marriage, Family, Human Development
FirstMerit Bank July 2013 - Present
PNC Bank August 2008 - June 2013
LDC 2007 - 2008
National City Bank 1990 - 2007
bank one 1996 - 1997
jp morgan chase 1996 - 1997
Skills
Loans, Management, Portfolio Management, Real Estate, Credit Analysis, Banking, Commercial Lending, Commercial Banking, Credit, Commercial Real Estate
Education
University of Toledo 1991 — 1993
MBA, Finance
Bowling Green State University 1984 — 1988
BSBA, Finance
J.P Morgan Chase June 2013 - Present
J.P Morgan Chase December 2001 - June 2013
Gillette Company March 2001 - July 2001
Fidelity Investments June 1999 - December 1999
State Street Corporation June 1998 - December 1998
Education
Boston University
Master’s of Science, Multinational Commerce
Northeastern University
Bachelor of Science Degree, Finance/ International Business
Bethpage Federal Credit Union March 2015 - Present
Bank of America August 2013 - February 2015
JP Morgan Chase 2006 - July 2013
JPMorgan Chase April 2003 - December 2005
Skills
Banking, Credit, FHA, Credit Analysis, First Time Home Buyers, Loan Origination, Loans, Management, Mortgage Banking, Mortgage Lending, Negotiation, Real Estate, Refinance, Residential Mortgages, Sales, Strategic Planning
Education
NYU Stern School of Business 1994 — 1998
Master of Business Administration (MBA), Marketing, Management, International Business
Boston University
Bachelor of Science, Public Relations
Set Stage Sell - Accredited Staging Professional January 2014 - Present
Columbus State Community College March 2007 - Present
Westerville Symphony @ Otterbein University January 1999 - Present
Earth Fare April 2012 - May 2014
Wilson Learning Worldwide 1999 - 2013
Acloche January 2004 - February 2009
JP Morgan Chase January 1994 - July 1999
Skills
Strategic Planning, Leadership Development, Non-profits, Coaching, Management, Grant Writing, Fundraising, Executive Coaching, Leadership, Public Speaking, Program Development, Teaching, Marketing, Organizational..., Nonprofits, Team Building
Education
Bowling Green State University
BS, EDUCATION, Education & Psychology
Guild Mortgage June 2014 - Present
New American Funding January 2014 - June 2014
Wells Fargo Home Mortgage May 2011 - January 2014
Real Estate Mortgage Network June 2010 - February 2011
Gryphon Financial Group AG August 2009 - July 2010
Second Act Boutique October 2008 - March 2009
JP Morgan Chase October 2007 - April 2008
Pro30 Funding, Novato, CA. March 2007 - September 2007
New Century Mortgage Corporation, April 2002 - March 2007
Skills
Mortgage Lending, Loans, Banking, FHA, Management, Loan Origination, Mortgage Banking, Refinance
Education
Bowling Green State University 1974 — 1978
B.S., Marketing
Bowling Green State University 1971 — 1974
Bachelor of Science (BS), Marketing
Bank of America November 2012 - Present
JP Morgan Chase May 2010 - November 2012
Ameriprise Financial September 2008 - January 2011
Wells Fargo Bank December 2004 - September 2008
Skills
Branch Banking, Finance, Retail Banking, Credit, Commercial Lending, Investments, Loans, Financial Services, Banking, Sales Management, Relationship Management, Consumer Lending, Mortgage Lending, Wealth Management, Insurance
Education
Boston University 2014 — 2017
Master of Business Administration (M.B.A.), Finance, General
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
BS, MIS, Business Admin
Andersen Tax November 2013 - Present
Grant Thornton LLP June 2010 - September 2013
JP Morgan Chase July 2008 - April 2010
Ernst & Young January 2007 - June 2008
Bisys Hedge Fund Services July 2004 - December 2006
Deloitte November 2000 - June 2004
Skills
Financial Services, US GAAP, Accounting, Corporate Tax, Asset Management, Tax, Financial Reporting, Due Diligence, Internal Controls, Financial Analysis, International Tax, GAAP, CPA, Private Equity, Hedge Funds
Education
Boston University
Bachelor of Science
Northeastern University
Enrolled
The Allant Group August 2011 - Present
JP Morgan Chase February 2011 - August 2011
Acxiom August 2010 - February 2011
Classified Ventures/Homefinder.com January 2002 - July 2010
DAP Tech INC. July 2000 - January 2002
Synectics Solutions Ltd 1997 - 2000
Greenbrier & Russel 1992 - 1997
Unocal 1982 - 1992
Skills
IIS, ETL, Oracle, Solaris, Business Requirements, AJAX, Data Warehousing, SQL, MySQL, PL/SQL, Databases, Data Modeling, Database Design, SQL Tuning, Software Development, SDLC, Unix, Shell Scripting, Agile Methodologies, Business Intelligence
Education
Bradley University 1978 — 1982
4 Year, Information Systems
Manewitz Weiker Associates, LLC September 2008 - Present
Pace University, Lubin School of Business December 2012 - Present
Turnaround Management Association January 2011 - Present
Metropolitan Life Insurance Company 1999 - 2006
JP Morgan Chase September 1997 - December 1998
The Chase Manhattan Bank, and predecessor banks First Chicago, NBD Bank and INB Bank 1990 - 1997
Skills
Turnaround Experience, Debt Restructuring, Mediation, Instructor-led Training, Teaching, Corporate Governance, Liquidation, Corporate Finance, Structured Finance, Finance, Portfolio Management, Restructuring, Investments, Bankruptcy
Education
Boston University School of Law 1988 — 1989
Masters of Law (LLM), Banking Law
The George Washington University Law School 1985 — 1988
Juris Doctorate
University of Michigan 1980 — 1984
Bachelor of Arts degree, with distinction, Political Science
JPMorgan Chase January 2009 - Present
JP Morgan Chase 2002 - Present
JPMorgan Chase 1984 - 2014
JPMorgan Chase 1984 - 2014
JPMorgan Chase 1984 - 2014
Skills
Data Center, ITIL, Network Engineering, Cisco Technologies, OSPF, Disaster Recovery, Vendor Management, Network Security, DNS, Virtualization, VPN, Network Design, TCP/IP, Security, Active Directory, Servers, Technical Support, Switches, Routers, WAN, IT Operations, Incident Management, IT Management
Education
Bowling Green State University 1978 — 1984
Physics, Math, physics, astronomy
www.beverlyisraely.com 2012 - Present
Morgan Stanley January 2010 - April 2011
Glocap May 2006 - June 2009
Eurohypo AG September 2002 - March 2004
JP Morgan Chase September 1999 - June 2002
Capital Trust January 1998 - September 1999
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance and Management
Brandeis University 1984 — 1988
BA, American Studies, Women's Studies
JPMorgan Chase June 2013 - Present
JPMorgan Chase June 2011 - May 2013
JP Morgan Chase November 2008 - May 2011
JP Morgan Chase August 2008 - November 2008
Skills
Analysis, Photography, Research, Microsoft Excel, Time Management, Microsoft Word, Customer Service, Event Planning, Teamwork, Outlook
Education
Bowling Green State University 1997 — 2001
BFA, Fine Arts
J.P. Morgan Securities LLC February 2014 - Present
JP Morgan Chase October 2009 - January 2014
RBS Sempra Commodities November 2008 - October 2009
Lehman Brothers August 2005 - November 2008
Deutsche Bank July 2003 - July 2005
Morgan Stanley June 2001 - June 2003
Skills
Derivatives, Credit Risk, Investment Banking, Structured Finance, FX Options, Commodity, Credit, Fixed Income, Capital Markets, Finance, Hedge Funds, Equities, Valuation, Financial Modeling, Credit Derivatives, Bloomberg, Portfolio Management, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance
Bowdoin College 1996 — 2000
BA, Government & Legal Studies
Elevate August 2014 - Present
Elevate May 2014 - Present
Think Finance January 2012 - Present
Think Finance August 2011 - January 2012
JP Morgan Chase March 2009 - October 2011
JPMorgan Chase June 2008 - March 2009
JPMorgan Chase May 2005 - September 2008
Bowling Green State University August 2003 - May 2005
Skills
Risk Management, Analytics, Data Warehousing, Banking, Business Analysis, Credit Risk, ETL, Financial Risk, Management, Predictive Analytics, SAS, SQL, Team Management, Financial Services, Process Improvement
Education
Bowling Green State University 2003 — 2005
M.S., Computer Science and Operations Research
Otterbein University 1999 — 2003
B.S., Computer Science
Durham County Government February 2013 - Present
North Carolina State Highway Patrol August 2010 - February 2013
HCL Technologies November 2009 - August 2010
JP Morgan Chase August 2009 - October 2009
Therma Tru Doors Corp. August 2007 - August 2008
Bowling Green University Athletic Department August 2006 - December 2006
Ohio Attorney General's Office May 2006 - August 2006
Moms Bakery January 2003 - March 2006
Skills
Troubleshooting, Cisco Technologies, Active Directory, Computer Hardware, Mobile Devices, Electronics, Consumer Electronics, Customer Service, Service Desk, Technical Support, TCP/IP, Software Installation, Routers, Networking, Databases, SQL, Telecommunications, Hardware, Project Planning, PHP, Operating Systems, Microsoft Exchange, CSS, WAN, Integration, XP, Help Desk Support, System Administration, Servers, Windows 7, Network Administration, Information Technology, Switches, Security, VMware, Windows, Disaster Recovery, Network Security, Software Documentation, Windows Server, Virtualization, Wireless Networking, SharePoint, Data Center, Microsoft SQL Server, DNS, Laptops, System Deployment, Visio, Access
Education
Bowling Green State University 2002 — 2009
Bachelors, Electronics & Computer Technology
Propel Financial Services September 2014 - Present
JP Morgan Chase January 2005 - August 2014
Law Offices of Alan L. Zegas 2004 - 2004
Wong Fleming, P.C. 2000 - 2003
Imperial Home Loans, Inc. 1999 - 2000
Hudson United Bank 1999 - 1999
Summit Bank 1993 - 1999
Bernstein & Hoffman 1987 - 1993
Skills
Loans, Strategic Planning, Risk Management, Due Diligence, Leadership, Real Estate, Foreclosures, Corporate Law, Finance, Financial Analysis, Financial Services, Bankruptcy, Contract Negotiation, Litigation, Legal Research
Education
Emory University School of Law 1982 — 1985
J.D., Law
Brandeis University 1978 — 1982
B.A., Politics
Lawrence Berkeley National Laboratory February 2013 - Present
University of California, San Diego September 2006 - July 2012
Boston University September 2005 - August 2006
JP Morgan Chase June 2005 - August 2005
CERN June 2004 - August 2004
JPMorgan Chase June 2002 - August 2002
Skills
Matlab, AFM, Spectroscopy, Optical Microscopy, Photonics, Optics, Confocal Microscopy, NSOM, Fiber Optics, Silicon Photonics, Optical Devices, Electron Beam..., C++, Plasma Etching, FTIR, Nanophotonics, Characterization, Physics
Education
University of California, San Diego 2006 — 2012
Ph.D., Electrical and Computer Engineering
Boston University 2005 — 2006
M.S., Photonics
Cornell University 2001 — 2005
B.S., Engineering Phsyics
Huntington National Bank August 2015 - Present
First Niagara Bank October 2013 - April 2015
ICC September 2010 - April 2015
Thirty-One Gifts March 2013 - August 2013
Huntington National Bank June 2011 - March 2013
Information Control Corporation, Abercrombie & Fitch September 2010 - June 2011
RNR Consulting January 2010 - September 2010
RNR Consulting October 2008 - July 2010
BGSU 2007 - 2008
JP Morgan Chase September 2005 - January 2007
Education
The Ohio State University 2002 — 2005
Bachelor's Degree
Bowling Green State University 2007 — 2008
Master of Business Administration (M.B.A.)
Huntington National Bank 2010 - Present
JP Morgan Chase 2009 - 2010
Huntington National Bank 2009 - 2009
Royal Bank of Scotland Group / Charter One 2005 - 2009
RBC Capital Markets 2002 - 2004
Ernst & Young 1998 - 2002
APCOA/Standard Parking 1994 - 1998
Forest City Enterprises 1988 - 1994
Deloitte & Touche 1986 - 1988
Education
Bowling Green State University 1981 — 1986
BSBA, Accounting & Management Information Systems
The Huntington Investment Company July 2009 - Present
PNC Investments March 2006 - July 2009
JP Morgan Chase December 2003 - March 2006
Morgan Stanley Smith Barney April 2001 - December 2003
Skills
Mutual Funds, Managed Money, stocks, Bonds, Municipal Bonds, Options, 401k, Employee Stock Options, Investments, Life Insurance, Strategic Financial..., Variable Annuities, Indexed Annuities, Fixed Annuities, Series 7, Wealth Management, Financial Planning, Financial Advisory, Portfolio Management
Education
Bowling Green State University 1996 — 2000
Bowling Green State University 1996 — 2000
Bank of America May 2010 - Present
Ajilon Consulting February 2009 - April 2010
JP Morgan Chase January 1997 - January 2007
Chase 1997 - 2007
First USA Bank/Bank One Card Services/JP Morgan Chase 1997 - 2007
Skills
Business Analysis, Vendor Management, Process Improvement, SDLC, Service Delivery, Risk Management, Banking, Project Portfolio..., Information Technology, PMO, IT Strategy, Governance, Program Management, Requirements Analysis, Business Intelligence, CRM, Visio, Change Management, Software Project..., IT Management, Business Process...
Education
Boston University 1968 — 1972
BA
Boston University 1968 — 1972
BA, Languages
TD Bank December 2013 - Present
WestStar Mortgage February 2013 - November 2013
Honda of America (Honda Federal Credit Union) June 2011 - June 2012
JP Morgan Chase November 2010 - June 2011
Huntington National Bank June 2009 - June 2010
M/I Homes, Inc. (M/I Financial Corp.) August 1997 - May 2008
Mid America Bank 1991 - 1997
Skills
Real Estate, Mortgage Banking, First Time Home Buyers, Short Sales, Residential Homes, Foreign Exchange
Education
George Mason University - School of Management 2013 — 2014
MBA-Course Work
Bowling Green State University 1986 — 1991
Business, Finance, Insurance
Cauldwell Wingate September 2014 - Present
JP Morgan Chase July 2007 - September 2014
Société Générale 1998 - 2007
Cowen & Co 1996 - 1998
Computron Technology Corp. 1993 - 1996
Skills
Real Estate, Real Estate Development, Real Estate Transactions, Corporate Real Estate, Operations Management, Construction Management, Engineering Management, Architectural Design, Capital Budgeting, Operating Budgets, Facilities Management, Facilities Operations, Facilities Engineering, Critical Systems, Building Automation, Staff Management, Asset Management, Strategy, Budgets, Construction, Contract Management, Project Management, Contract Negotiation, Management
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Master of Business Administration (M.B.A.), Finance
Rutgers, The State University of New Jersey - Rutgers Business School
Bachelor of Science (B.S.), Finance, with Honors
Boston University
Mechanical Engineering
U.S. Bank January 2009 - Present
JP Morgan Chase July 1987 - October 2008
Education
Bowling Green State University 1976 — 1979
Associates, Philosophy, English, Business
SS&C Technologies June 2014 - Present
Citi 2011 - May 2014
GrandBanks Capital 2009 - 2011
State Street 1996 - 2009
JP Morgan Chase 1995 - 1996
Skills
Venture Capital, Alternative Investments, Asset Management, Due Diligence, Financial Services, Hedge Funds, Investments, Mergers, Mergers, Mutual Funds, Private Equity, Securities, Start-ups, Strategy, Valuation
Education
Boston University School of Law 1987 — 1988
LL.M., Tax
University of Richmond - Robins School of Business 1983 — 1985
M.B.A.
University of Richmond School of Law 1981 — 1984
J.D., Law
Syracuse University 1976 — 1980
B.S
Syracuse University - Martin J. Whitman School of Management 1976 — 1980
B.S., Business
JP Morgan Chase January 2009 - Present
Wells Fargo September 2003 - January 2009
Skills
Business Planning, Commercial Lending, Small Business Lending, Commercial Banking, Loans, Strategic Planning, Project Management, Process Improvement, Business Strategy, Banking, Small Business, Lines Of Credit, Sales, Financial Analysis
Education
Brigham Young University 2013 — 2015
Master of Business Administration (MBA)
Brigham Young University 1997 — 2003
Bachelor of Science (BS), Business Administration and Management, Finance
KeyBank July 1997 - Present
JP Morgan Chase August 2002 - October 2005
Education
Bowling Green State University 1977 — 1983
BS, Communication
JP Morgan Chase 1997 - 2003
Skills
Underwriting, Analytical Skills, Highly detail oriented, Self-starter, Multi Tasking, Oral & Written..., Risk Rating, Leadership, Microsoft Office
Education
University of Toledo 1988 — 1993
Master of Business Administration (MBA), Marketing
Bowling Green State University 1983 — 1985
Bachelor of Science in Business Administration, Finance
F.E.G.S. June 2010 - Present
Ernst & Young April 2008 - July 2009
Brown Brothers Harriman July 2006 - 2007
JP Morgan Chase April 2002 - May 2006
Citibank March 1984 - November 1998
Education
Boston University
M.Ed, English / Education
Stony Brook University
B.A., English
Morgan Stanley March 2005 - Present
JP Morgan Chase November 2003 - March 2005
Archon Group, subsidiary of Goldman Sachs June 2001 - July 2003
Skills
Microsoft Office, Financial Analysis, Data Analysis, Executive Reporting, Cost Reporting, Financial Modeling
Education
Boston University 1998 — 2001
Bachelors, Finance
Teneo Capital August 2015 - Present
Pacific Crest Securities April 2012 - June 2015
Morgan Keegan April 2011 - April 2012
JP Morgan Chase June 2010 - April 2011
Duff & Phelps January 2009 - June 2010
Duff & Phelps 2006 - 2009
Skills
Investment Banking, Technology Sector, Middle Market, Mergers & Acquisitions, Private Placements, Private Equity, Buyouts, Management Buyouts, M&A Experience, M&A Execution, Deal Execution, Company Acquisitions, Financial Modeling, Financial Analysis, Financial Projections, LBO, DCF, Valuation, Business Valuation, Comps, Accounting, Financial Reporting, Due Diligence, Industry Research, Technology Companies, SaaS, Enterprise Software, Digital Media, Technology Services, Financial Technology, Microsoft Office, Excel, PowerPoint, Word, Bloomberg, Salesforce.com, Mergers
Education
Boston University - School of Management 2002 — 2006
BSBA, Finance & Accounting, Magna Cum Laude
JP Morgan Chase June 2011 - May 2014
Fresenius Medical Care June 2006 - June 2011
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Loans, Financial Analysis, Budgets, Analysis, Training, Invoicing, Credit, Outlook, Insurance, Data Entry, Access, Banking
Education
Branford Hall Career Institute-Southington Campus 2002 — 2003
Certified Professional Coder, PCP, Health/Medical Claims Examiner
Upstart February 2013 - Present
The Climate Corporation September 2011 - February 2013
Google May 2010 - September 2011
Google June 2008 - May 2010
Google July 2006 - June 2008
JP Morgan Chase June 2005 - July 2006
Skills
Google Apps, Scalability, Analytics, Salesforce.com, SaaS, Cloud Computing, Team Leadership, Cross-functional..., Product Support, Sales Support Tools, Customer Service, Hiring Employees, Management, Team Building
Education
Boston University Questrom School of Business 2001 — 2005
BS, Finance/MIS
Huntington National Bank September 2015 - Present
JPMorgan Chase & Co. April 2015 - September 2015
JP Morgan Chase July 2013 - April 2015
Duke University August 2009 - July 2013
Lawrence Livermore National Laboratory May 2011 - August 2011
Benefit Strategies Group November 2008 - August 2009
Mercer June 2006 - November 2008
Skills
LaTeX, R, C, SAS, Bayesian statistics, Phylogenetic Analysis, Pensions, Statistical Modeling, Time Series Analysis
Education
Duke University 2009 — 2013
Doctor of Philosophy (PhD), Statistics
Brigham Young University 2000 — 2006
BS, Mathematics and Statistics
The Fig Group LLC July 2004 - Present
Williams Financial Group 2001 - 2004
JP Morgan Chase 1998 - 2001
Skills
Securities, Investments, Financial Services, Equities, Financial Analysis, Trading, Fixed Income, Strategic Planning, Investment Advisory, Investment Banking, Asset Management, Hedge Funds, Operations Management, Options, commerical banking, Alternative Investments, Capital Markets, FINRA, Compliance, Series 7, Series 63, Series 65, Series 24, series 4, Portfolio Management, Back Office, Investment Strategies, Wealth Management
Education
The University of Dallas 1995 — 1998
MBA, International Business
Southern Methodist University 1991 — 1995
BA, Music, Minor Art History and French
Boston University 1990 — 1991
Silencerco May 2011 - Present
University Venture Fund May 2011 - December 2011
JP Morgan Chase June 2009 - January 2010
JP Morgan Chase December 2005 - June 2009
Healthwise June 1998 - July 2003
Skills
Financial Analysis, Strategic Planning, Valuation, Mergers, Budgeting, Competitive Analysis, Cash Flow, Forecasting, Financial Modeling, Business Analysis, Due Diligence, Business Strategy, Financial Reporting, Team Leadership, Project Management, Corporate Finance, Market Analysis, Data Analysis, Budgets, Mergers & Acquisitions, Leadership, Finance, Business Development, Analysis
Education
University of Utah - David Eccles School of Business 2010 — 2012
Masters, Business Administration
Brigham Young University 2003 — 2009
BS, Nutritional Biochemistry
YMCA of Greater Des Moines August 2011 - Present
The Food and Care Coalition January 2011 - July 2011
JP Morgan Chase September 2009 - July 2011
Brigham Young University 2007 - April 2011
Skills
Public Speaking, Microsoft Office, PowerPoint, Leadership, Customer Service, Teaching, Community Outreach, Event Planning, Research, Microsoft Word, Social Media, Fundraising, Microsoft Excel, Spanish, Editing, Public Relations, Data Analysis, Volunteer Management, Leadership Development
Education
Brigham Young University 2006 — 2010
Bachelor of Science, Public Health-Health Promotion
Utah Valley University 2004 — 2007
Associates of Science, General
JP Morgan Chase September 2011 - Present
Discover Financial Services February 2006 - November 2010
Skills
Financial Analysis, Accounting, Credit, Finance, Microsoft Excel, Accounts Receivable, Accounts Payable, Financial Reporting, Customer Service, Budgets, Cash Management, Forecasting, Microsoft Word, Outlook, Account Reconciliation, Analysis, Microsoft Office, QuickBooks, PowerPoint, Teamwork
Education
Bowling Green State University
Bachelor's degree, Marketing
JPMorgan Chase June 2011 - Present
JP Morgan Chase January 2011 - June 2011
JPMorgan Chase November 2001 - December 2010
Skills
Management, Wealth Management, Commercial Banking, Financial Analysis, Retirement Planning, Asset Management, Fixed Income, CRM, Analytics, Project Management, Sales Management, Mutual Funds, Financial Services
Education
Brandeis University 1996 — 2000
Bachelor's degree, Sociology
National Association of Home Builders September 2015 - Present
Connecticut Economic Resource Center (CERC, Inc) October 2012 - August 2015
United Technologies June 2012 - October 2012
U.S. Department of Commerce May 2011 - August 2011
JP Morgan Chase 2008 - 2009
Simmons College September 2004 - May 2006
Fidelity Investments 2006 - 2006
Skills
Matlab, Stata, Econometric Modeling, Bloomberg Terminal, Microsoft Office, Brazilian Portuguese, International Trade, PowerPoint, Economics, VBA, International Economics, SAS, Access, Analysis, Econometrics, Eviews, SPSS, Policy, Research, International..., Microsoft Excel, Public Policy, Qualitative Research, Spanish, Economic Research, Quantitative Analytics, Economic Development, Event Planning, Statistics, Data Analysis, Market Research, Macroeconomics, Financial Modeling
Education
Brandeis University, Lemberg - International Business School 2010 — 2012
MA, International Finance and Economics
Simmons College 2004 — 2008
BA, Economics & International Relations
School for International Training 2007 — 2007
J.P. Morgan July 2015 - Present
JP Morgan Chase November 2006 - July 2015
Skills
SharePoint, Microsoft Excel, Avaya Technologies, Microsoft Office, Business Analysis, Analysis
Education
Bowling Green State University
Bachelor of Arts (B.A.), Mass Communication/Media Studies
JP Morgan Chase January 2009 - Present
JP Morgan Chase January 2004 - December 2008
TCF Bank January 2002 - December 2003
Baker Tilly Virchow Krause, LLP June 1998 - December 2001
Skills
Credit, Banking, Credit Analysis, Financial Analysis, Commercial Banking, Underwriting, Loans, Portfolio Management, Treasury Management, Finance, Risk Management, Financial Risk
Education
University of Wisconsin-Milwaukee - School of Business Administration 1996 — 1998
Masters of Business Administration, Strategic Management
Bowling Green State University 1990 — 1994
BA, Political Science Major; History Minor
JP Morgan Chase 1984 - 2003
BNY Mellon 1983 - 1984
Self employed 1980 - 1984
North Allegheny School District September 1975 - September 1979
Education
University of Pittsburgh 1974 — 1975
Master’s Degree
Bowling Green State University 1971 — 1972
Master’s Degree
Slippery Rock University of Pennsylvania 1967 — 1971
Bachelor’s Degree
JP Morgan Chase December 2014 - Present
JP Morgan Chase June 2014 - December 2014
Victoria's Secret May 2006 - November 2013
Victoria's Secret 2002 - 2006
Victoria's Secret 2001 - 2002
Victoria's Secret 2000 - 2001
Skills
Project Management, Technical Writing, Internal Communications, Visual Communication, Copy Editing, Process Management, Mac, Adobe Creative Suite, InDesign, Photoshop, Dreamweaver, Illustrator, Layout
Education
Bowling Green State University 1995 — 2000
JP Morgan Chase June 2003 - Present
JP Morgan Chase June 2003 - Present
JP Morgan 2002 - 2008
Education
Ohio Dominican University 2005 — 2006
MBA, Business
Bowling Green State University 1981 — 1985
Bachelor of Arts (BA), Accounting and Finance
JP Morgan Chase 2011 - 2012
Publix January 2001 - November 2010
Skills
Excellent Customer..., Outstanding Team Player, Great verbal written..., Works well with people, Always Punctual, open availability, Polite Professional
Education
Bridgewater State College 1985 — 1985
ged
foxborough high school 1980 — 1983
US Banccorp January 2014 - Present
JP Morgan Chase April 2007 - September 2012
Bank of America April 1998 - June 2006
Skills
Exceptional..., Sales Management, Community Outreach, Communication Skills, Community Engagement, Mortgage Lending, Financial Literacy..., Public Speaking, Corporate Training, Sales, Nonprofits, Event Planning, Call Center, Selling, Time Management, Credit, Mortgage Banking, Marketing, Banking, Customer Service, Management, Relationship Building, Training
Education
Andrews Osborne Academy
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Bowling Green State University
Bachelor's Degree, Bachelor of Science in Journalism with a minor in Marketing