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
JP Morgan Chase List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at JP Morgan Chase. You can filter them based on skills, years of employment, job, education, department, and prior employment.
JP Morgan Chase Salaries. You can even request information on how much does JP Morgan Chase pay if you want to. Learn about salaries, pros and cons of working for JP Morgan Chase directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
12,999 JP Morgan Chase employees in database. Find out everything there's to know about JP Morgan Chase employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
JP Morgan Chase Employees
US Navy September 2013 - Present
El Proyecto, Sun Valley WorkSource December 2010 - Present
JP Morgan Chase March 2010 - December 2010
Wells Fargo Bank September 2006 - March 2010
Skills
Workforce Development, Workforce Training, Job Search Strategies, Financial Management, Credit, Insurance, Risk Management, Financial Reporting, Managerial Finance, Financial Analysis, Business Analysis
Education
University of Phoenix 2007 — 2009
MBA, Business Administration
California State University-Northridge 2000 — 2004
BS, Business Administration
JP Morgan Chase January 2007 - Present
JP Morgan Chase 2005 - 2007
Bank One 2000 - 2005
Sears Holdings Corporation 1999 - 2002
Skills
Credit, Loans, Small Business Lending, Commercial Lending, Banking, Portfolio Management, Management, Sales Management, Mortgage Lending, Credit Analysis, Coaching, Consumer Lending, Leadership, Lines Of Credit, Commercial Banking, Risk Management, CRM, Customer Service, Small Business, Cross Selling, Sales, Financial Services, Budgets, Customer Retention, Finance, Strategy, Branch Banking, Mortgage Banking, Relationship Management
Education
Cardinal Stritch University 2008 — 2010
Bachelor, Business Administration
Toyota Financial Services October 2014 - Present
Toyota Financial Services March 2011 - Present
Toyota Financial Services August 2010 - March 2011
JP Morgan Chase May 2009 - August 2010
Ford Motor Credit Company August 2008 - May 2009
Ford Motor Credit Company August 2007 - July 2008
Ford Motor Credit Company March 2006 - June 2007
Ford Motor Credit Company December 2004 - February 2006
Ford Motor Credit Company June 2001 - November 2004
Ford Motor Credit Company October 1999 - May 2001
Skills
Credit, P&L, Risk, Wholesale, Strategy Development, Financial Risk, Personnel Management, Brand Management, Call Center, Banking, Finance, Six Sigma, Strategy, Sales, CRM, Collections, Mentoring, Loss Recovery, Vendor Relationships, Vehicle Liquidations, Strategic Planning, Automotive, Business Development, Dealer Operations &..., Customer Satisfaction, Innovation, Management of Change, Culture Change, Challenging Environment, Ramp-up, People-oriented, People Development, Training, Interpersonal Skill, Interpersonal Leadership, Team Leadership, Business Networking, International Business..., Writing, Public Speaking, Financial Services, Talent Developer, Career Development..., Call center start-up, Employee Engagement, Employee Recognition, Performance Appraisal, Operational Oversight, Operational Systems, Management
Education
Cardinal Stritch University 1995 — 1997
BS, Business Administration
Devry Institute of Technology - Chicago 1992 — 1994
Continued Education, Computer Science
Indiana State University 1990 — 1991
Computer Science
Ivy Tech Community College 1985 — 1987
AS, Computer Programming
Terre Haute North Vigo H.S. 1985 1982 — 1985
High School Diploma, College Prep.
Pacific Gas and Electric Company December 2013 - Present
Young Gentlemen's Club of America September 2011 - Present
Sprint March 2013 - November 2013
JMG, LLC June 2012 - February 2013
JP Morgan Chase November 2011 - January 2013
Skills
Customer Service, Sales, Marketing, Management, Entrepreneurship, Project Management, Marketing Strategy, Social Media Marketing, Cold Calling, Relationship Management, Building Relationships, Non-profits
Education
CSU Sacramento
Bachelor of Arts (BA), Economics
Seneca Family of Agencies May 2014 - Present
JP Morgan Chase June 2010 - May 2014
Starbucks 2006 - 2010
Statistical Research,Inc 2008 - 2009
Skills
Branch Management, Banking, Retail Banking, Branch Banking, Deposits, Bank Secrecy Act, Microsoft Word, Microsoft Excel, Leadership, Customer Service, Nonprofits, Microsoft Office
Education
California State University-San Bernardino 2008 — 2009
Bachelor of Arts (B.A.), Anthropology
San Diego State University-California State University 2005 — 2008
Anthropology
RightSourcing, Inc. February 2013 - Present
VSP Vision Care February 2012 - February 2013
JP Morgan Chase February 2011 - February 2012
State Street October 2008 - February 2011
Merrill Lynch April 2006 - December 2007
Blomberg Window Systems January 1994 - April 2006
Skills
Accounts Payable, Accounting, Trade Operations, Settlement, PeopleSoft, Payroll, Accounts Receivable, Cash Management, Access, Account Reconciliation, Outlook, Data Entry, General Ledger, Financial Statements, Bank Reconciliation, Forecasting, Accruals, Journal Entries, QuickBooks, Payments, Microsoft Excel, Financial Analysis, Customer Service, Auditing, Sales, Finance
Education
California State University-Sacramento
Bachelor of Arts (B.A.)
Bankers Life / Colonial Penn October 2014 - Present
JP Morgan Chase June 2010 - December 2013
State of Ohio August 1988 - August 2005
Skills
Continuing Education, Courses include..., Team Management, Time Management, Financial Audits, Quality Auditing, Training
Education
Capital University 1983 — 1986
Masters in Business Administration, Business Administration and Management, General, 3.2 out of possible 4,0
Franklin University 1979 — 1982
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services, 4.0 in major, 3.8 overall
Guild Mortgage (Formally Comstock Mortgage) April 2013 - Present
JP Morgan Chase November 2010 - March 2013
Chase May 2006 - October 2010
Washington Mutual Bank June 1996 - May 2006
Skills
Banking, Mortgage Lending, FHA, Sales, Management, Consumer Lending, Customer Service, Sales Management, Loan Origination, Credit, Mortgage Banking, First Time Home Buyers, USDA, Leadership, Investments, Performance Management, Training, Operations Management, Marketing, Residential Mortgages, Development Of Employees, Coaching, Customer Retention, Reverse Mortgages, Customer Satisfaction, Operational Excellence, CA Certified Notary, Community Outreach, Social Media Marketing, Event Planning, Corporate Events, Mortgage Marketing, Fannie Mae, Freddie Mac, Harp, Open Houses, VA, General Marketing, Fundraising, Microsoft Office, Team Motivation, Hospitality, Real Estate Financing, Door to Door, VA Loans, Loans, Real Estate, Finance, Refinance, Investment Properties
Education
California State University-Sacramento 1991 — 1996
Bachelor of Science (B.S.), Pre-Therapy
Tamalpais High School 1987 — 1991
Diploma
Kaia Fit
Mill Valley Middle School
US Bank Home Mortgages April 2014 - Present
Sterling Savings Bank May 2013 - Present
JP Morgan Chase June 2009 - March 2013
Washington Mutual, Inc. May 1993 - June 2009
Home Savings of America May 1993 - December 1998
Skills
Mortgage Banking, Loan Origination, Mortgage Lending, Residential Mortgages, Loans, Underwriting, Refinance, VA loans, FHA, Home Equity Loans, Credit, USDA, FHA financing, Mortgage Underwriting, Lines Of Credit, Consumer Lending, Construction Loans, Small Business Lending, Loss Mitigation, Certified Mortgage..., Commercial Lending, Credit Analysis, Financial Services, Government Loans, Commercial Mortgages, Investments, Investment Properties, Portfolio Management, Reverse Mortgages, FHA Financing
Education
California State University-Sacramento 1980 — 1984
BS, Marketing, Management, Finance
Foothill Highschool, Pleasanton CA
AIU Online May 2015 - Present
Florida Technical College September 2014 - April 2015
Grantham University September 2012 - April 2015
Everest University Online January 2014 - October 2014
Everest University Online January 2010 - January 2014
Kaplan College October 2011 - January 2013
Everest University Online June 2006 - June 2011
Hillsborough County Sheriff October 2005 - May 2006
Bank of America January 2004 - September 2005
JP Morgan Chase November 2001 - December 2003
Skills
Career Counseling, Resume Writing, Leadership, Management, Teaching, Career Development, Team Building, Human Resources, Interviews, Higher Education, Time Management, Employee Benefits, Customer Service, Staff Development, Recruiting, Admissions, Adult Education, CampusVue, Employee Training, Enrollment Management, Leadership Development, Retaining Customers, Student Financial Aid, Training
Education
Capella University 2009 — 2011
Masters, Post Secondary and Adult Education
Everest University 2005 — 2008
MBA, Business Administration
Florida Metropolitan University 2002 — 2005
Bachelor's in Science, Criminal Justice
Citibank (Banamex USA) June 2014 - Present
JP Morgan Chase February 2006 - April 2014
Wells Fargo January 2004 - February 2006
Skills
Series 6, Series 63, Cross Selling, Retail Banking, Life Insurance, Banking, Consumer Lending, Small Business Lending, Deposits, Home Equity Loans, Credit Cards, Branch Banking, Personal Banking, Internet Banking, Merchant Services, KYC, Loans, Relationship Management, Loan Origination, Lines Of Credit, Home Equity Lines of..., Home Equity, Credit, Cash Flow Lending, Cash Management
Education
California State University-Northridge 2002 — 2004
Glendale Community College 1999 — 2002
JP Morgan Chase January 2011 - Present
U.S. Bank January 2009 - January 2011
Wells Fargo Advisors July 2004 - July 2008
Skills
Interpersonal..., Organizational Behavior, Sales Management, Team-oriented, Highly Reliable, Exceed Sales Goals, Banking
Education
CSUN 2000 — 2004
Bachelor's degree, Business Administration, Management and Operations
Los Angeles Valley College 1998 — 2000
Associate's degree, General Studies
National Bank of Arizona November 2014 - Present
Comerica Bank March 2012 - November 2014
JP Morgan Chase October 2002 - March 2012
Washington Mutual Bank 2002 - 2008
Washington Mutual Bank 2002 - 2008
Washington Mutual Bank October 2002 - October 2003
Skills
Banking, Small Business Lending, Commercial Lending, Commercial Banking, Consumer Lending, Loans, Mortgage Lending, Credit Analysis, Lines Of Credit, Retail Banking, Management, Credit Cards, Treasury Management, Home Equity Loans, Deposits, SBA, Credit, Core Banking, Loan Origination, Relationship Management, Financial Analysis, Financial Services, Commercial Mortgages, Home Equity Lines of..., Credit Risk, Mortgage Banking, Private Banking, Refinance, Portfolio Management, Finance, Cross Selling, Executive Management, Cash Management, Branch Management, AML, Wealth Management, Small Business, Financial Risk, Branch Banking, Internet Banking, Operational Risk, Transformational..., Team Supervision &..., Strategic..., Residential Lending, Business Lending, Clear and Concise..., Cross-functional Team..., Strong Public Speaker, Customer Relationship...
Education
Capella University 2010 — 2013
Master's degree, Post Secondary Adult Education
University of Washington 1999 — 2001
BA, Economics
Intuit May 2015 - July 2015
First Republic Bank September 2014 - April 2015
JP Morgan Chase July 2010 - June 2014
Wells Fargo Bank March 2007 - July 2010
Skills
Banking, Consumer Lending, Small Business Lending, Retail Banking, Credit Analysis, Commercial Banking, Financial Services, Relationship Management, Risk Management, Cross Selling, Budgets, Microsoft Office, Customer Service, Finance, Financial Analysis, Leadership, Cash Management, Process Improvement
Education
Capella University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General, 4.0
California State University-Northridge 2004 — 2008
BA, Political Science
JPMorgan Chase & Co. January 2015 - Present
JP Morgan Chase December 2012 - December 2014
JPMorgan Chase June 2010 - December 2012
Skills
Deposits, Branch Banking, Auditing, Consumer Lending, Credit, Banking, Retail Banking, Cross Selling, Cash Management, Credit Cards
Education
San Diego State University-California State University 2007 — 2009
B.A., Public Administration
California State University-San Bernardino 2004 — 2007
Public Administration
JPMorgan Chase & Co. May 2014 - Present
JP Morgan Chase October 2007 - May 2014
JPMorgan Chase March 2002 - October 2007
Bank One August 1993 - March 2002
Skills
Finance, Financial Analysis, Forecasting, Portfolio Management, Management, Leadership, Process Improvement, Analysis, Budgets, Financial Reporting, Financial Services
Education
Capital University 1993 — 1995
MBA, Finance and Financial Management Services
University of Dayton 1988 — 1993
BS, Finance, Economics
Community Banc Consulting of Ohio, Inc. May 2014 - Present
JP Morgan Chase April 2005 - May 2014
Verizon Wireless Corporation 2001 - 2005
Cendant Corporation 1999 - 2001
Analysts International Corporation (AIC) 1996 - 1999
Tekelec 1995 - 1996
Analysts International Corporation (AIC) 1992 - 1995
New Frontier Professionals 1991 - 1992
Technology Development Corporation 1986 - 1991
Access Research Corporation 1984 - 1986
Skills
SDLC, Agile Methodologies, Enterprise Architecture, Unix, SQL, Integration, Disaster Recovery, Requirements Analysis, Vendor Management, Risk Management, SOA, Software Development, Software Project..., Business Analysis, Solaris, Process Improvement, Java Enterprise Edition, Oracle, Data Center, Java, Microsoft SQL Server, XML, Project Management, Web Services, Perl, IT Strategy, Visio, MS Office, MS Porject, Nagios, Shell Scripting, Linux, Oracle SQL Developer, JDeveloper, Process Automation, Telephony, Automatic Test Equipment, Sybase, PostgreSQL, MySQL, CGI/Perl, CGI scripts, NetApp Filers, EMC Storage, QNAP, Databases, Testing, Data Warehousing, Scrum, TCP/IP
Education
Capital University 1991 — 1992
Bachelor's degree, Computer Science
University of Maryland University College 1986 — 1987
Towson University 1985 — 1986
University of Maryland Baltimore County 1985 — 1986
Catonsville Community College 1984 — 1985
County College of Morris 1983 — 1984
Clinton Community College 1982 — 1983
Community College of the Air Force 1981 — 1983
KPMG LLP July 2012 - Present
KPMG LLP July 2009 - June 2012
KPMG LLP January 2008 - June 2009
Livingston & Haynes, PC June 2006 - December 2007
JP Morgan Chase March 2006 - June 2006
Education
Cambridge College 2003 — 2006
Master, Business
Zhongnan University of Economics and Law 1993 — 1997
Bachelor, Finance
N/A
Wells Fargo April 2013 - Present
Teichert September 2012 - April 2013
JP Morgan Chase August 2010 - September 2012
Union Bank 2003 - 2010
US Bank 2001 - 2003
Wells Fargo May 1992 - August 2001
Skills
Mergers, Business Acquisition, ESOP, Leveraged Finance, Business Valuation, Recapitalizations, Asset Based Lending, Treasury Management, Interest Rate..., Foreign Exchange, Commercial Banking, Commercial Lending, Finance, Credit Analysis, Cash Management, Credit, Loans, Banking, Lines Of Credit, Investments, Financial Analysis, Credit Risk, Valuation, Capital Markets, Corporate Finance, Risk Management, Relationship Management, Loan Origination, Cash Flow Lending, Cash Flow, Real Estate, Real Estate Financing, Working Capital..., Derivatives, LBO, Commercial Real Estate, Financial Modeling, Financial Risk, Accounting, Financial Reporting, Cash Flow Forecasting, Insurance, Business Relationship..., Underwriting, Mergers & Acquisitions, Small Business Lending, Middle Market, Portfolio Management, Retail Banking
Education
Wells Fargo Credit Management Training Program
California State University-Sacramento
MBA
California State University-Sacramento
B.S., Finance
Hanna Brophy August 2015 - Present
BARBRI Inc. September 2012 - August 2015
California Board of Equalization Tax Appeals Assistance Program January 2015 - May 2015
First Allied Securities, Inc. January 2015 - April 2015
Reilly & Associates January 2014 - October 2014
Higgs Fletcher & Mack June 2014 - August 2014
University of San Diego School of Law January 2014 - July 2014
Employee Rights Center June 2013 - December 2013
San Bernardino Superior Court Resource Center May 2013 - September 2013
JP Morgan Chase May 2009 - June 2012
Education
University of San Diego School of Law 2012 — 2015
Doctor of Law (J.D.), International Law, Business & Corporate Law
University of Copenhagen Faculty of Law 2014 — 2014
Doctor of Law (J.D.)
California State University-San Marcos - College of Business Administration 2010 — 2012
Bachelor of Business Administration (B.B.A.), Management, Entrepreneurship, Magna Cum Laude
MiraCosta College 2009 — 2010
Associate of Arts in University Studies (A.A.), Business Administration, 3.708
San Dieguito High School Academy 2005 — 2009
JP Morgan Chase April 2012 - Present
MasterCard January 2007 - March 2012
Mercedes Benz May 2006 - December 2006
Citi April 2002 - March 2006
Skills
Direct Marketing, Integrated Marketing, Customer Acquisition, Loyalty Programs, Analytics, Management, Product Management, Direct Mail, Marketing Strategy, Cross-functional Team..., Product Marketing, Marketing Communications, Digital Marketing, Program Management, Strategic Planning, Product Development, Vendor Management, Competitive Analysis, Relationship Management, Customer Experience, Account Management, Market Research, Marketing Management, Email Marketing, Segmentation, Financial Services, Social Media Marketing, Budgets, Product Launch, Advertising, P, Digital Strategy, Project Management, New Business Development
Education
California University of Pennsylvania 1991 — 1995
Bachelor of Science, Graphic Communications
Shellpoint Mortgage Servicing March 2014 - Present
JP Morgan Chase February 2007 - February 2014
South Carolina Department of Social Services February 2005 - February 2007
Assurant Solutions March 2004 - January 2005
Skills
Excel, Word, Customer Service, PowerPoint, Analysis, Problem Solving, Data Analysis, Customer Relations, Microsoft Office, Employee Relations, Outlook, Research, Business Analysis, Performance Management, Customer Satisfaction, Operations Management, Microsoft Excel, Process Improvement, Training, Access, Program Management, Microsoft Word
Education
Capella University 2010 — 2015
Doctorate, Organization and Management - Human Resources Management
Webster University 2008 — 2010
MA, Human Resources Development
Webster University 2004 — 2006
MBA, Business Administration
South Carolina State University 1998 — 2002
BS, Business Management
U.S. Bank July 2006 - Present
JP Morgan Chase 2005 - 2006
Pathlore 1999 - 2005
Pathlore Software 1999 - 2005
Education
Regis University 2012 — 2014
Master of Information Technology
Capella University 2005 — 2008
MBA, Business Administration
Ohio Dominican University
BS, Business Administration
All Things Payments July 2010 - Present
JBD Consulting July 2010 - Present
U.S. Central Federal Credit Union August 2005 - April 2010
NACHA, EPCOR, Federal Reserve Wholesale and Retail Advisory Committe member June 1997 - April 2010
JP Morgan Chase December 1987 - August 2005
St. Thomas Choir School 1983 - 1986
Skills
Mobile Payments, Payments, ACH, Financial Institutions, Electronic Payments, Payment Processing, Treasury Management, Cash Management, Payment Systems, Credit Card Processing, Banking, Credit Cards, Mobile Banking, Cards, Merchant Services, Transaction Processing, Credit Risk, Retail Banking, Mobile Commerce, Product Management, Payment Solutions, Strategic Leadership, Compliance, E-commerce, Treasury
Education
The Sage Colleges - Russell Sage College 1979 — 1982
BS, Econmics
Calvin College 1977 — 1979
Business
EXPRESS January 2015 - Present
Army National Guard May 2014 - Present
Horizon Industries, Limited January 2014 - January 2015
TEKsystems January 2013 - September 2014
Army National Guard November 2009 - April 2014
JP Morgan Chase January 2010 - January 2013
JPMorgan Chase June 2005 - December 2009
Army National Guard June 2006 - November 2009
O'Neil & Associates March 2001 - March 2005
Skills
Active Directory, Information Assurance, Network+, Computer Hardware, VPN, Technical Writing, Troubleshooting, Project Management, Software Documentation, Windows Server, Microsoft Exchange, Program Management, Windows 7, Servers, IT Operations, Integration, Technical Support, XP, Microsoft Certified..., ITIL, Process Improvement, Management, Security, Disaster Recovery, IT Service Management, CISSP, Cisco Technologies, Security, Information Technology, Networking, SharePoint, Windows XP, Computer Security, Information Security
Education
Capella University 2012 — 2014
BS, Information Assurance and Security, 4.0
Miami-Jacobs College 2001 — 2003
AS, Networking Engineering
Our Lady of Peace September 2014 - Present
Nationwide Insurance through Robert Half January 2011 - October 2014
Saint Andrews School 2007 - 2014
Central Ohio Technical College March 2010 - December 2010
Robert Half Management Resources June 2010 - October 2010
Robert Half Management Resources August 2009 - November 2009
JP Morgan Chase October 1996 - December 2008
JPMorgan Chase 2006 - 2008
JP Morgan Chase 1996 - 2008
Bank One 1996 - 2008
Skills
Executive Management, Executive Reporting, Business Intelligence, Business Strategy, Process Engineering, Process Improvement, Data Modeling, Data Mining, Database Management, Information Architecture, Information Management, Financial Analysis, Change Management, Data Warehousing, Budget Development, Budget Management, Marketing Strategy, Programming, Software Project..., Financial Reporting, Financial Management, Management Consulting, Succession Planning, Performance Management, Operations Management, Treasury Management, Non-profit..., Compliance Management, Crisis Management, Disaster Recovery, Business Management, Business Continuity, Oracle, SQL, Business Objects, SAS, Access, University Teaching, Board Presentations, Board Development, Financial Control, Financial Coaching, Staff Augmentation, Staff Development, Strategic Planning, Application Development, Application Management, Auditing, VBA, Crystal Reports
Education
Capital University - School of Management 1991 — 1994
MBA
The Ohio State University Fisher College of Business 1985 — 1988
BSBA, Finance
Bishop Watterson High School 1979 — 1983
Independent 2012 - Present
JP Morgan Chase April 2010 - June 2012
Regions Bank January 2008 - March 2010
COMMERCIAL BANKING - HEALTHCARE GROUP January 2008 - March 2010
M&I Bank January 2002 - December 2007
First Star Bank January 2001 - January 2002
Bank One, NA January 2000 - December 2001
Skills
Credit, Portfolio Management, Banking
Education
Cardinal Stritch University 2002 — 2004
MBA, Business
Marquette University 1997 — 2002
Bachelor's degree, Political Science and Government
Dedicated Technologies Inc. October 2014 - Present
JP Morgan Chase August 2012 - October 2014
JPMorgan Chase May 2011 - August 2012
JP Morgan Chase January 2010 - June 2011
JPMorgan Chase July 2008 - January 2010
JP Morgan Chase November 2005 - October 2007
JPMorgan Chase 2004 - 2005
Ohio Department of Education July 2003 - July 2004
Northrop Grumman Mission Systems 2001 - 2003
Firstar/US Bank 2000 - 2001
Skills
Business Process..., Project Delivery, Systems Analysis, Business Analysis, Quality Assurance, Six Sigma, Testing, Change Management, Software Development, PMP, Process Improvement, SharePoint, Agile Methodologies, SDLC, Databases, Analysis, Program Management, Project Management, Management, Requirements Analysis, Vendor Management, Visio, Consulting, SQL, Information Technology, Requirements Gathering
Education
Capital University - School of Management 2005 — 2008
MBA
Miami University 1993 — 1997
BSBA, Management, MIS
Gateway Mortgage Group, LLC May 2015 - Present
Supreme Lending October 2014 - May 2015
Weststar Mortgage Corporation May 2013 - October 2014
Bank of America June 2011 - May 2013
JPMorgan Chase July 2010 - June 2011
The PrivateBank January 2009 - January 2010
State Central Credit Union November 2007 - January 2009
JP Morgan Chase October 2006 - September 2007
Landmark Credit Union April 2001 - October 2006
Skills
Mortgage Lending, Loan Origination, Loans, Credit, Financial Risk, Commercial Lending, Analysis, Management, Leadership, Financial Services, Underwriting, VA Loans
Education
Cardinal Stritch University 2008 — 2013
Bachelor of Science (BS), Business Administration and Management, General
OhioHealth April 1989 - Present
JP Morgan Chase 1981 - 1989
Skills
SDLC, Healthcare Information..., SharePoint, Microsoft SQL Server, Microsoft Exchange, Workflow, Blackberry Enterprise..., Mobile Applications, Microsoft Office, Lotus Domino, LotusScript, Lotus Notes, Lotus Domino..., XPages, Web Applications, Mobile Device Management, Powershell, Access, Business Analysis, ERP, Enterprise Software, IIS, Integration, JavaScript, Software Development, Software Documentation, VB.NET, Windows Server, Disaster Recovery
Education
Capital University
Pre-Veterinary Studies
Columbus State
Associate of Science (A.S.), Veterinary Medicine
Otterbein College
Computer Science
Ohio Public Employees Retirement System March 2013 - Present
JP Morgan Chase September 2010 - March 2013
City of Columbus June 2003 - September 2010
Skills
Financial Analysis, Financial Modeling, Equity Research, Fixed Income Analysis, Portfolio Management, Business Analysis, Business Valuation, Financial Reporting, Banking, Investments, Risk Management, Corporate Finance, Due Diligence, Strategic Planning
Education
Capital University 2006 — 2007
Master of Business Administration (MBA), Finance
The Ohio State University - The Max M. Fisher College of Business 1998 — 2003
Bachelor of Science in Business Administration, Operations Management
Citigroup July 2015 - Present
JPMorgan Chase December 2012 - Present
JPMorgan Chase November 2011 - Present
JP Morgan Chase April 2010 - November 2011
Rome Art and Community Center October 2008 - February 2009
Ecole de Management Strasbourg August 2007 - May 2008
Skills
French, Retail Banking, Commercial Banking, Cash Management, Market Research, Finance, Financial Analysis, Sales, Banking, Business Analysis, Microsoft Office, Risk Management, Treasury Services
Education
University of Antwerp 2008 — 2008
European Management
EM Strasbourg Business School 2007 — 2008
French and European Managment, Marketing, Management, Organizational Culture
Canisius College 2003 — 2008
International Business and French, French, Managment, Marketing
IESEG School of Management, Lille 2005 — 2005
Study Abroad semester
City of San Bernardino March 2011 - Present
Offices of Arshad Farooq, CPA, JD January 2011 - Present
JP Morgan Chase March 2009 - April 2010
Education
Cal State San Bernardino 2007 — 2011
Business Administration, Accounting
Empower Credit Union January 2013 - Present
JP Morgan Chase April 2011 - December 2012
JP Morgan Chase April 2010 - March 2011
Charles Schwab July 2006 - February 2010
Northwestern Mutual January 2006 - May 2006
Monster Worldwide - TMP Directional Marketing March 2004 - December 2005
Skills
Loans, Mortgage Lending, Financial Analysis, Finance, Financial Services, Customer Service, Investments, Management, Mortgage Underwriting, Analysis, Underwriting, Recruiting, Microsoft Office, Microsoft Excel, Mortgage Banking, Customer Satisfaction, Marketing, Loss Mitigation, Business Development, Loan Origination, Microsoft Word, Residential Mortgages, Internal Audit, Call Centers, Team Leadership, Process Improvement, Financial Reporting, Refinance, FHA, Lotus Notes, Budgets, Auditing, First Time Home Buyers, Call Center, PowerPoint, Access, Siebel, Microsoft Office 2007, MS Excel Pivot Tables, Brokers, Outlook, Closings, Retail Brokerage, Fidelity - FIS Software, Income Verification, Vlookup, Conventional Financing, Retail Banking
Education
Concordia University-Wisconsin 2009 — 2014
Masters, Finance
Cardinal Stritch University 2000 — 2002
Bachelor of Science, Business Management
Mequon-Thiensville Public Schools 1989 — 1993
JP Morgan Chase February 2011 - Present
Collabera, Inc. February 2010 - February 2011
Sovereign Bank January 2003 - June 2009
Sovereign Bank November 2001 - December 2002
Cybear, Inc. / Physicians Online Network February 2001 - November 2001
Mediconsult.com / Physician's Online Network January 2000 - February 2001
Physicians Online January 1996 - August 1999
Skills
Microsoft Certified..., Disaster Recovery, Software Documentation, Project Management, Business Analysis, Troubleshooting, Networking, System Administration, Unix, Change Management, Data Migration, Information Technology, Network Administration, Management, Data Conversion
Education
Capella University 2008 — 2009
MBA Masters of Business Administration, Information Technology Management
Colorado Technical University 2005 — 2006
Masters of Science, Project Management
Penn State University 2004 — 2005
Certificate, Project Management
Iona College 1995 — 1999
Bachelor of Science, Biology (Pre-Medicine)
JP Morgan Chase January 2011 - Present
JPMorgan Chase March 2010 - December 2010
Siemens IT Solutions and Services Pvt. Ltd. 2005 - 2008
Education
Campbellsville University 2000 — 2005
Bachelor of Science, Business Administration
JP Morgan Chase September 2011 - November 2014
JPMorgan Chase January 2011 - November 2014
Highland Estimating, LLC January 2010 - July 2011
HIGHLAND TECHNOLOGIES January 2010 - January 2011
Cardinal Health January 2008 - December 2009
PRISEWORKS, CORP December 2005 - January 2008
Esko Graphics February 1993 - November 2004
DESIGNWARE, INC June 1989 - February 1993
Robec Distributors, Inc September 1988 - June 1989
North Star Marketing Div. of John Alden Life Insurance January 1986 - January 1988
Skills
Systems Analysis, Business Analysis, Software Development, SQL Server, J2EE, Java, Unix, Visual Studio, Software Project..., Business Intelligence, Integration, SharePoint, .NET, Databases, SQL, XML, Crystal Reports, C#, SDLC, Visual Basic, Windows, Agile, Visio, C++, Application Development, ASP.NET, ERP, Web Services, UML, JavaScript, ASP, HTML, Requirements Analysis, Project Planning, Web Development, Testing, Data Warehousing, MySQL, Programming, Linux, SOA, Cloud Computing, Problem Solving, Software Design, Software Engineering, Server Architecture, Scrum, VB.NET, Solution Architecture, Product Management
Education
University of Phoenix 2005 — 2007
Software Engineering
OSU 1989 — 1989
Mathematics
Franklin University 1984 — 1985
Electrical and Electronics Engineering
Clark Technical College 1980 — 1983
Associates, Electrical Engineering
Capella University
Business Administration, Management and Operations
Linville Law, LLC (fka Linville & Polly-Murphy, LLC) April 2008 - Present
Scioto Properties, LLC April 2011 - July 2013
Linville Law, LLC April 2008 - June 2013
Federal District Court, Southern District of Ohio 2007 - 2012
Integrated Title April 2004 - June 2008
Maguire & Schneider LLP June 2001 - March 2004
JP Morgan Chase 1996 - 1998
Skills
Real Estate Transactions, Corporate Law, Due Diligence, Oil/Gas, Creditors' Rights, Real Property, Legal Compliance, Regulatory Compliance, Contract Management, Contract Negotiation, Compliance Management, Foreclosures, Civil Litigation, Property, Government Contract..., Business Transactions, Leases, Legal Opinions, Title Insurance, Abstracting, Business Litigation, Bankruptcy, Trials, Real Estate Financing, Litigation, Mediation, Hearings, Short Sales, Landlords, Commercial Litigation, Real Estate, Residential Homes, Property Law, Legal Advice, Legal Writing, Licensing, Property Management, Pleadings, Courts, Construction Law, Joint Ventures, Commercial Real Estate, Landlord, Appeals, Legal Issues, Wills, Legal Research
Education
Capital University Law School 1998 — 2001
JD, Law
Lafayette College 1989 — 1993
BA, Psychology, U.S. History
Columbus Academy 1981 — 1989
HS, General
Upper Arlington 1985 — 1987
Guaranty Bank FSB January 2012 - January 2013
J.P Morgan Chase September 2010 - January 2012
Cricket Communications October 2008 - September 2010
U.S. Bank August 2004 - August 2008
Skills
FHA, Training, Insurance, Small Business, Microsoft Excel
Education
Cardinal Stritch University
Bachelor Degree, Pre-Law/Business and Management
Chase July 2014 - Present
JP Morgan Chase June 2011 - Present
JPMorgan Chase December 2005 - June 2011
Washington Mutual 2005 - 2005
American Eagle 2003 - 2004
Skills
Sales, Sales Management, Retail Banking, Business Banking, Small Business Lending, Consumer Lending, Career Development, Coaching Staff, Customer Service, Customer Acquisition, Operations Management, Sales Planning, Problem Solving, Profit and Loss..., Loss Prevention, Team Building, Long-term Customer..., Commercial Banking, Management, Federal/ Bank..., Compliance Training, Coaching
Education
CSU Sacramento
Bachelor of Arts, Communication Studies: Public Relations
JP Morgan Chase 2008 - Present
Lehman Brothers 2005 - 2008
Skills
Fixed Income, Bloomberg, Derivatives, Capital Markets, Equities, Investment Banking, Credit Derivatives, Hedge Funds, Structured Products
Education
Cardiff University / Prifysgol Caerdydd 2002 — 2005
Bsc Econ, Economics
Nationwide Financial March 2014 - Present
Summit Credit Union February 2012 - October 2012
VALIC August 2010 - February 2012
JP Morgan Chase July 2008 - July 2009
US Bancorp September 2005 - July 2008
MetLife April 2004 - September 2005
Skills
Series 65, Series 7, Series 63, Retirement Planning, Retirement, Uniform Combined State..., Fixed Annuities, Mutual Funds, 401k Rollovers, Wealth Management, Strategic Financial..., Financial Advisory, Investments, Relationship Management
Education
Cardinal Stritch University
M.S., Management
University of Arkansas
B.S., Business Administration
JP Morgan Chase January 2011 - Present
Investment Real Estate Associates - IREA 2010 - 2011
Troop Real Estate 2009 - 2010
Washington Mutual, Inc. March 1998 - February 2009
Home Savings of America January 1990 - March 1998
Skills
Real Estate, Loans, Real Estate Transactions, Commercial Real Estate, Real Estate Economics, Investment Properties, Brokerage
Education
California State University-Northridge 1985 — 1989
BS, Finance & Real Estate
Santa Monica College 1983 — 1985
Troy High School 1978 — 1979
Logan High School 1977 — 1978
BNY Mellon Wealth Management December 2011 - Present
City National Bank February 2006 - December 2011
Citigroup 2004 - 2006
JP Morgan Chase March 1998 - June 2004
Skills
Asset Allocation, Strategic Financial..., Investment Management, Wealth Management, Estate Planning, Personal Trust..., Wealth, Financial Services, Wealth Management..., High Net Worth..., Investment Advisory, Alternative Investments, Portfolio Management, Investment Strategies, Investments, Financial Planning
Education
University of California Los Angeles 2003 — 2006
Personal Financial Planning
University of Pennsylvania - The Wharton School 1998 — 2000
Wharton Management Program
California State University-San Bernardino 1993 — 1995
BA, Biology
JP Morgan Chase June 2009 - May 2010
Education
Capella University 2007 — 2012
BS (Est. 2011/12), Business w/Human Resoucres Emphasis
Allie Cares, Inc July 2015 - Present
Bristol-Myers Squibb January 2015 - Present
Pawz Pet Services, LLC November 2011 - Present
Therapy Pet Connection, Incorporated 2012 - Present
The Coca-Cola Company February 2014 - January 2015
Coca-Cola August 2010 - November 2011
Coca-Cola Enterprises April 2009 - August 2010
Coca-Cola Enterprises January 2007 - March 2009
JP Morgan Chase 2004 - 2008
Medco 2006 - 2006
Skills
Call Center, Process Improvement, Customer Service, Performance Management, Pets, Pet Sitting, Coaching, Team Building, Training, Team Leadership, Management, Leadership, Sales Management, Customer Experience, Customer Retention, Employee Relations, Strategic Planning, Onboarding, Human Resources, Pet CPR, Pet First Aid, Pet Care, Customer Satisfaction, Change Management, Problem Solving, Mentoring, Leadership Development, Vendor Management, Call Centers, Employee Engagement, Dogs, Employee Training, Staff Development, Operations Management, Recruiting, Interviews, Succession Planning, Hiring, Veterinary Medicine, Organizational..., Budgets, Conflict Resolution, Workforce Planning, Business Coaching
Education
Pet Sitter's International 2012 — 2012
Certified Professional Pet Sitter, Pet Ownership and Care
Capella University 2007 — 2011
Bachelor of Science, Business, Human Resources
Sharon High School 1981 — 1985
Sid R. Bass Associates September 2015 - Present
Velos Partners December 2014 - July 2015
Jacobson Scully Shebby LLP September 2012 - July 2014
JP Morgan Chase September 2010 - September 2012
Stardoll Entertainment Inc. March 2008 - January 2009
Countrywide Securities Corporation October 2007 - March 2008
West Coast Customs February 2003 - February 2007
Best Damn Sports Show August 2003 - August 2004
Skills
Sales, Marketing, Banking, Recruiting, Organizational..., Start-ups, Executive Management, Budgets, Fundraising, Process Improvement, Human Resources, Legal Assistance, Legal Documents, Sales Management, Executive Support, Family Law, Microsoft Office, Microsoft Word, Microsoft Excel, Mac OS, Payroll, Customer Service, Client Relations Skills, Finance, Leadership, Social Networking, Credit, Training, Contract Negotiation, Team Building, Office Management, Administrative..., Social Media Marketing, Public Speaking, Hiring, Marketing Strategy, Financial Analysis, Time Management, Outlook, Management, Legal Writing, Lotus Notes, Event Planning, Social Media, Public Relations, PowerPoint, Project Management, Research
Education
California State University-Northridge 2001 — 2005
California State University-Northridge
Quick Solutions, LLC May 2015 - August 2015
Associate IT Project Manager July 2014 - May 2015
OhioHealth October 2010 - May 2014
OhioHealth June 2013 - December 2013
Siemens September 2009 - October 2010
Manifest Solutions March 2007 - June 2009
JP Morgan Chase September 2005 - June 2006
Sapphire Technologies 2006 - 2006
MCI November 2000 - September 2005
Qwest Communications 1999 - 2000
Skills
SharePoint, ITIL, PMP, Visio, Excel, MS Project, Program Management, Process Improvement, Change Management, Process Development, PMO, Project Planning, Budgeting, Telecommunications, Mentoring, Customer Relations, Budgets, Microsoft Excel, Integration, Leadership, Project Management
Education
Capital University 1996 — 2000
B.A.
Dublin Coffman High School 1992 — 1996
EmblemHealth March 2015 - Present
MetLife January 2003 - February 2015
Goldman Sachs January 2000 - December 2002
JP Morgan Chase April 1994 - December 1999
Skills
Project Management, PMO, PMP, Business Process, SDLC, CRM, Management, Project Portfolio..., IT Strategy, Vendor Management, Business Analysis, Software Project..., Process Improvement, Risk Management, Business Process..., Program Management, Visio, Requirements Gathering, Expenses, Mergers, ITIL v3 Foundations..., Lean Six Sigma Yellow...
Education
Capella University 2007 — 2010
MBA, Accounting
New York University
Bachelor of Arts (B.A.), Computer Science
JP Morgan Chase May 2008 - 2014
JPMorgan Chase July 2005 - May 2008
JPMorgan Chase November 1999 - July 2005
Integrated Health Partners August 1998 - October 1999
Bank One 1996 - 1998
Bank One February 1994 - 1996
Skills
Human Resources, Performance Management, Talent Management, Coaching, Employee Relations, Leadership, Career Development, Change Management, Organizational..., Management, Project Management, Onboarding, Organizational Design, Strategic Planning, Employee Opinion Surveys, Succession Planning, Workforce Planning, Personnel Management, Organizational..., Talent Acquisition, Incentive Programs, Instructional Design, Employee Engagement, Executive Coaching
Education
Capital University - School of Management 1992 — 1995
MBA, Business
Denison University 1987 — 1991
Bachelor of Arts (BA), Psychology, Cum Laude
Whetstone High School 1983 — 1987
JP Morgan Chase December 2010 - Present
Togo's Eateries September 2007 - December 2010
Skills
Customer Service, Leadership, Sales, Banking, Credit, Loans, Strategic Planning, Microsoft Office, Budgets, Microsoft Excel, Financial Services, Retail Banking, Finance
Education
California State University-Sacramento 2004 — 2006
Bachelor of Business Administration (BBA), Finance, General
JPMorgan Chase & Co. June 2015 - Present
JPMorgan Chase February 2013 - Present
JP Morgan Chase September 2010 - Present
Pinecrest Farm December 2008 - December 2014
ms consultants, inc. April 2006 - July 2008
City of Reynoldsburg June 2004 - April 2006
Mid-Ohio Regional Planning Commission July 2001 - May 2004
Short North Neighborhood Foundation 2003 - 2004
Capital South Community Urban Redevelopment Corporation 2000 - 2001
Skills
Urban Planning, Economic Development, Zoning, Policy, Public Policy, Community Development, Leadership, Management, Project Planning, Proposal Writing, Land Use
Education
The Ohio State University 1999 — 2001
MCRP, City and Regional Planning
Calvin College 1992 — 1996
BA, Political Science
TD Canada Trust December 2014 - Present
TD Canada Trust February 2014 - December 2014
MD Tax Physician Services Tax & Consulting January 2014 - March 2014
JP Morgan Chase August 2011 - August 2013
Bank of America - MBNA August 2010 - April 2011
University of Ottawa - The International House August 2008 - April 2010
University of Ottawa Office - Financial Aid August 2008 - September 2009
Skills
Customer Service, Microsoft Office, Finance, Credit, Microsoft Excel, Financial Risk, Microsoft Word, Events Organisation, Banking, Excellent written and..., Volunteer Management, Events Coordination, Interpersonal Skill, Risk Management, Financial Services, Mac OS, Mac, Customer Experience, Credit Risk, Credit Analysis, Credit Cards, Payment Card Processing, Payments, Fraud Detection, Fraud, Electronic Payments, AML, Retail Banking, Cards, Merchant Services, Analysis, Financial Analysis, Event Planning, Project Management, International..., Social Inequality, International Relations
Education
University of Ottawa / Université d'Ottawa 2005 — 2010
Bachelor's degree, Development Economics and International Development
Carleton University 2004 — 2005
Bachelor of Laws (LL.B.), International Law and Legal Studies
Independent November 2013 - Present
Betsy Hines Realtors, LLC February 2009 - February 2014
Contractor June 2009 - November 2013
The Home Depot November 2011 - March 2013
JP Morgan Chase January 1994 - March 2009
State Street Corporation January 1985 - January 1991
Shaughnessy Crane Service, Inc. 1982 - 1984
U. S. Coast Guard 1976 - 1980
Skills
Real estate valuation..., Marketing Strategy, Techniques, Business Development, Sales, Investments, Portfolio Management, Mutual Funds, Analytics, Marketing, Management, Asset Managment, Due Diligence, Business Process..., CRM, Strategy, Finance, Risk Management, Project Management, Securities, New Business Development, Financial Analysis, Negotiation, Training, Recruiting, Financial Risk, Real Estate, Mergers & Acquisitions, Process Improvement, Relationship Management, Executive Management, Leadership, Vendor Management, Analysis, Banking, Forecasting, Pricing, Strategic Planning, Business Planning, Customer Satisfaction, Financial Services, Business Analysis, Corporate Finance, Insurance, Asset Management, Cash Management, Equities, Loans, Accounting, Time Management
Education
Northeastern University 1986 — 1989
BS
Cape Cod Community College 1980 — 1982
AS
BMI Federal Credit Union March 2012 - Present
Telhio Credit Union April 2004 - December 2011
Hucek & Associates, Inc. 2002 - 2009
JP Morgan Chase 1998 - 2001
Nationwide Insurance August 1990 - September 1998
Skills
Leadership, Market Planning, Direct Marketing, Strategic Planning, Sales, Product Development, New Business Development, Marketing Strategy, Marketing Communications, Business Planning, Internal Communications, Marketing
Education
Capital University - School of Management 1995 — 1997
MBA, Business Administration
Marietta College 1984 — 1988
BA, Marketing
Citi March 2014 - Present
JP Morgan Chase July 2007 - Present
Skills
Banking, Retail Banking, Cash Management, Customer Service, Customer Satisfaction, Armenian, English, Business, Computers, Fraud Detection, Cash Handling Experience, Web Design, Sales, Communication
Education
California State University-Northridge
Business Administration, Management and Operations
JP Morgan Chase March 2010 - August 2012
JOHN HANCOCK January 2006 - January 2011
Wikk Industries November 2005 - November 2006
A&E SERVICES August 2002 - October 2005
METAVANTE CORPORATION (FIS) January 1996 - January 2002
Skills
Strategic Planning, Leadership, Human Resources, Training, Management, Team Leadership
Education
Cardinal Stritch University 2014 — 2017
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Milwaukee Area Technical College 2010 — 2013
Associates, Management
Blue Cross and Blue Shield of North Carolina July 2015 - Present
IBM April 2013 - Present
IBM October 2011 - Present
Credit Suisse November 2005 - December 2008
JP Morgan Chase January 2005 - October 2005
JP Morgan Chase December 2003 - January 2005
M&T Bank April 2002 - October 2003
Bank of America Investments February 2000 - July 2001
Vanguard Group September 1997 - February 2000
Skills
Visio, Vendor Management, SDLC, Integration, Security, Project Management, Disaster Recovery, User Acceptance Testing
Education
Capella University 2009 — 2011
Masters, Information Assurance and Security
Delaware State University
Bachelor of Science, Marketing
Wake Technical Community College
Wake Technical Community College
Wake Technical Community College
Wake Technical Community College
Wake Technical Community College
Wilmington University
Masters, Information Systems Technologies
Wells Fargo September 2014 - Present
JPMorgan Chase August 2009 - Present
JP Morgan Chase August 2009 - Present
JP Morgan Chase June 2008 - February 2009
Sears Holdings Corporation 2003 - 2004
Education
Capital University
Bachelor's Degree, Economics, 3.5
United American Capital Corporation June 2008 - Present
JP Morgan Chase July 2007 - June 2008
Midwest Business Capital 2004 - 2007
Skills
Credit Analysis, Commercial Lending, Loans, Financial Analysis, Underwriting, Portfolio Management, Investments, Asset Managment, Banking, Bloomberg, Credit Risk, Investment Strategies, Credit, Commercial Mortgages, Securities, Mortgage Lending, Loan Origination, Asset Management, Commercial Banking, Investment Management
Education
Capital University - School of Management 2006 — 2008
MBA, Finance
The Ohio State University 2000 — 2004
GWYN TOM, LLC 2001 - Present
JPMorgan Chase & Co. February 2015 - Present
Ascena Retail Group, Inc. April 2014 - February 2015
JP Morgan Chase August 2009 - May 2013
DSW August 2008 - June 2009
JPMorgan Chase September 2007 - August 2008
Cardinal Health January 2005 - September 2007
Limited Brands June 2004 - January 2005
Corrections Corporation of America November 2003 - June 2004
Hagemeyer North America March 2002 - August 2003
Skills
Project Management, PMP, Business Analysis, Process Improvement, SDLC, Data Center, Integration, PMO, Program Management, Databases, Business Process, Business Intelligence, Management, Business Process..., Consulting, Vendor Management, Software Documentation, Project Portfolio..., ERP, Workshop Facilitation, Software Project..., Information Technology, Microsoft Word, Governance, Quality Assurance, MS Project, Analysis, Project Planning, Access, Change Management, Management Consulting, Testing, SAP, Microsoft Project
Education
Capital University - School of Management
Master of Business Administration, Management
Franklin University
Bachelor of Science, Finance
PMI - Project Management Institute
PMP
Infor January 2014 - Present
TPG Services July 2011 - December 2013
JP Morgan Chase November 2007 - June 2011
Community Loans of America August 2003 - October 2007
TPG Services January 2002 - July 2003
Symix Systems * Acquired by Infor * April 1997 - December 2001
ECC International * Acquired by Imerys * April 1991 - March 1997
Phillips Enterprises July 1989 - March 1991
Imasco's Grisanti's * Acquired by BAT * January 1984 - June 1989
Skills
Financial Analysis, Financial Systems..., Financial Modeling, Financial Accounting, Financial Reporting, Financial Planning, Financial Systems, Financial Software, Corporate Finance, International Accounting, IT Management, IT Strategy, Financial Software..., Software Development, Strategic Financial..., Accounting
Education
Emory University - Goizueta Business School 1995 — 1995
Certificate, Executive Management Development, 4.0 / 4.0
University of Louisville 1987 — 1988
MBA, Business Administration, 3.8 / 4.0
Campbell University 1985 — 1987
MBA, Business Administration, 3.8 / 4.0
Wake Forest University 1979 — 1983
BS, Math/Business
JP Morgan Chase June 2014 - Present
Skills
Create strong..., Diplomatic interaction, Dynamic communication, Excellent writing and..., Exceptional project..., Facilitate change..., High technical..., Resourceful creative..., Process improvement, Solid analytical..., Keen ability to see the..., Project Management, Process Improvement, Vendor Management, Data Analysis, Creative Solutions, Analysis, Customer Service, SharePoint, Risk Management, Credit Cards, Banking, Credit, Management
Education
Central Michigan University 2003 — 2008
Master of Science, Leadership
Capital University Law School 1998 — 1999
Paralegal, Certification
Otterbein College 1996 — 1998
B.A., Organizational Communication
JP Morgan Chase June 1999 - Present
Electronic Data Systems February 1997 - May 1999
First USA January 1994 - February 1997
Rollins, Inc. 1991 - 1994
Skills
Technical Support, Troubleshooting, Windows XP, Networking, Software Documentation, Computer Hardware, Hardware, XP, Software Installation, IT Management, Vendor Management, IT Operations, Visio, Lotus Notes, Incident Management, Windows 7, ITIL, System Administration, Microsoft Technologies, Management, Disaster Recovery, Process Improvement, Production Support, Cisco VoIP, DOS commands, Project Management, Project Planning, Microsoft Certified..., IT Service Management, Banking, Leadership, Operating Systems
Education
University of Phoenix 2004 — 2006
Master's degree, Computer Information Systems
Salisbury University - Perdue School of Business 1986 — 1988
Bachelor of Science (BS), Business Administration
University of Maryland College Park 1985 — 1986
Business Administration
Capitol College 1984 — 1985
Electronics Engineering
Montgomery College 1981 — 1985
AA, Business Administration
Wells Fargo Home Mortgage May 2014 - Present
JP Morgan Chase May 2009 - May 2014
Countrywide Home Loans June 2007 - August 2008
MGIC December 2003 - January 2007
Skills
Customer Service, Loans, Mortgage Lending, Underwriting, Team Building, Microsoft Excel, Real Estate, Coaching, Public Speaking, Strategic Planning, Microsoft Office, Access, Credit, Banking, Project Management, FHA, Management, Budgets, Training, Microsoft Word
Education
Cardinal Stritch University 2010 — 2012
Masters of Sciences, Management
University of Minnesota-Twin Cities 2003 — 2007
Bachelor of Science (B.S.), Housing Studies
Catholic Central High School 1999 — 2003
HS Diploma: Co-Salutatorian, College Prep
NetJets April 2011 - Present
JP Morgan Chase October 2010 - Present
JP Morgan Chase November 2009 - October 2010
JP Morgan Chase May 2009 - November 2009
Columbia Gas March 2008 - February 2009
Columbia Gas December 2003 - March 2008
Skills
Program Management, Project Management, CRM, Sales, Account Management, Customer Service, Mortgage Lending, Financial Services, Sales Operations, Time Management, Employee Benefits, Energy
Education
Franklin University 2006 — 2007
Master of Business Administration (MBA), Finance, General
Capital University 1996 — 2000
BA
Twin Valley Behavioral Healthcare Tax Commissioner AgentState of Ohio2012 - Present
Winchap Group March 2010 - April 2012
JP Morgan Chase December 2006 - April 2011
NBMBAA Columbus Chapter 2009 - 2010
100 Black Men of Central Ohio, Inc. January 2008 - January 2009
Nationwide Insurance January 2006 - December 2007
American Family Insurance March 2004 - January 2006
Ohio Classic Football (Cleveland, Oh) 2002 - 2005
Nationwide Financial January 1999 - February 2002
Skills
Six Sigma, Certified Project..., Notary Public, Series 7, Series 63, Financial Services, Workshop Facilitation, Project Management, Staff Development, Auditing, Insurance, PeopleSoft, Budgets, Coaching, Human Resources, Marketing, Program Management, Recruiting, Business Development, Sales, Team Building, Customer Service, Leadership, Management, Process Improvement, Strategic Planning
Education
Keller Graduate School of Management of DeVry University 2011 — 2012
Graduate Certificate, Management Information Systems, General, 3.75
Kaplan University 2008 — 2010
Masters of Accounting (MAcc), Accounting
United Way Project Diversity 2008 — 2009
Board Leadership Training
Franklin University 2000 — 2002
Masters of Science, Marketing & Communications
Capital University 1997 — 2000
Bachelors of Arts, Multi-/Interdisciplinary Studies, General, Cum Laude Graduate
The Ohio State University 1981 — 1988
John Adams High School
High School Diploma, College Prep
JPMorgan Chase & Co. August 2014 - Present
The SHM Financial Group October 2012 - August 2014
Mutual of Omaha June 2011 - October 2012
JP Morgan Chase 2007 - 2009
JP Morgan Chase 2005 - 2007
JP Morgan Chase 2003 - 2005
JP Morgan Chase 2001 - 2003
JP Morgan Chase 2000 - 2001
JP Morgan Chase 1994 - 2000
Hansen Savings Bank 1990 - 1992
Skills
Financial Services, Wealth Preservation..., Wealth Accumulation, Wealth Management, Wealth Management..., Wealth Accumulation..., Income for Life, Multi-generational..., Social Security, Retirement Planning, 401k, Pensions, 401k Rollovers, Tax-advantaged..., Tax Free Income, Estate Planning, Risk Assessment, Retirement Income..., Traditional IRA, Long-term Care, Long Term Care Insurance, College Savings Plans, Annuities, Indexed Annuities, Fixed Annuities, Equity Indexed Annuities, Life Insurance, Permanent Life Insurance, Whole Life, Term Life Insurance, Premium Financing, Universal Life, Indexed Universal Life, Disability Insurance, Business Management, Business Planning, Business Continuity, Executive Compensation, Buy-Sell, Key Person Protection, Budget, Business Strategy, Business Process, Small Business, Small Business Marketing, Budgets, Relationship Management, Cross-functional Team..., Strategic Financial..., Portfolio Management
Education
Rowan University 1992 — 1994
BA, Economics
Camden County College 1989 — 1992
SLR Financial, Inc. February 2015 - Present
JP Morgan Chase Bank, N.A. August 2012 - February 2015
Chase Investment Services Corp. July 2010 - October 2012
JP Morgan Chase February 2009 - July 2010
Securities America May 2005 - February 2009
Skills
Wealth Management, Retirement Planning, Risk Management, Asset Allocation, Retirement Income..., Portfolio Management, Investments, Strategic Planning, Asset Management, Financial Analysis, Retirement Savings, Financial Services, Banking, Mutual Funds, Independent Financial..., Financial Planning, Series 7, Insurance, Retirement, Investment Advisory, Customer Service, Investment Strategies, Wealth Accumulation, Wealth Preservation..., Investment Management, Money Management, Financial Advisory, Finance, Marketing, Financial Goals, Securities, Sales, Relationship Management
Education
California State University-Sacramento 2000 — 2005
Business Administration, Finance, Marketing
Courier Distribution Systems 2014 — Present
Courier Distribution Systems 2010 — 2014
JP Morgan Chase 2010 — 2012
Skills
Microsoft Word, Excel, PowerPoint, Visio, SharePoint, SalesForce, Oracle Essbase
Education
University of Wisconsin-Madison 2006 — 2008
Master of Business Administration (MBA), Product and Brand Management
Cardinal Stritch University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Financial Mathematics
Sutter Health (Contractor) April 2012 - September 2012
FrontRange Solutions November 2008 - December 2011
JP Morgan Chase September 2006 - November 2008
Google October 2005 - August 2006
Kaiser Permanente 2003 - 2006
Save Mart Supermarkets 2003 - 2003
ClickSoftware November 1999 - February 2002
Front Porch 2002 - 2002
SonicWALL 2001 - 2002
Interlink Computer Sciences March 1993 - November 1999
Skills
Customer Service, Test Automation, Testing, XML, Test Cases, Scripting, Software Quality..., Quality Assurance, Quality Center, SaaS, Requirements Analysis, Test Planning, Manual Testing, SDLC, QTP
Education
California State University-Sacramento 1981 — 1983
B.S., Computer Science
United States Air Force Academy 1979 — 1981
Lakenheath H.S.
Accenture 2014 - Present
Atos Consulting 2012 - 2013
SAP America 2010 - 2012
IBM 2006 - 2010
Computer Science Corporation (CSC) 1999 - 2006
JP Morgan Chase 1988 - 1996
Skills
SAP Project Management, Business Transformation, SAP, Program Management, Asia, Projects, SAP Implementation, SAP ERP, SAP Global Template..., 11 Full Life Cycle SAP..., SAP HANA, SAP Program/Project..., C Level Client..., SAP Offshore Development, ASAP Methodology, Large Scale SAP Programs, SAP Mid-Market..., Vendor Management, SAP Mergers and..., Divestitures, SAP Instance..., HANA, SAP Business Warehouse, FI/CO Certified, Organizational Change..., Pre-sales, Business Development, Systems Integration, Strategic planning and..., Stakeholder alignment, Fluent in Hindi,..., SAP Certified: ASAP,..., Integration, Business Process, Business Process Design, ERP, Management, Strategy, IT Strategy, PMO, Consulting, Business Process..., Team Management, SAP R/3, Testing, Leadership, Business Strategy, Business Intelligence
Education
The Ohio State University
MBA, Finance
Carleton University
MS, Physics
University of Pennsylvania - The Wharton School
Executive Education Program
Honda of America Mfg., Inc. February 2013 - Present
State of Ohio/Accenture (OAKS) July 2012 - February 2013
PNC Bank May 2009 - July 2012
Nationwide Insurance February 2007 - December 2008
Oracle Corporation December 2005 - February 2007
JP Morgan Chase August 2001 - November 2005
IBM Consulting March 1999 - August 2001
Skills
PeopleSoft, ERP
Education
Capital University 1997 — 1999
MBA
Bombay University 1985 — 1989
Bachelors, Computer Science
Russell Stover Candies April 2012 - Present
Ottawa University, Overland Park Campus May 2012 - Present
WorldatWork February 2010 - Present
Pearson Education October 2005 - Present
OfficeTeam January 2012 - April 2012
Carondelet Health/St. Joseph Medical Center December 2011 - January 2012
JE Dunn Construction Company November 2010 - July 2011
JP Morgan Chase May 2010 - July 2010
Comsys October 2009 - May 2010
Internal Revenue Service February 2009 - July 2009
Skills
Human Resources, PeopleSoft, Process Improvement, Data Analysis, Project Management, Analysis, Management, Talent Management, Performance Management, Interviews, Team Building, Leadership, Project Planning, Strategic Planning
Education
Capella University
PhD, General Business/Organization and Management
Webster University
M.A., Computer Resources and Information Management
University of Missouri-Kansas City
MBA, Business Administration with emphasis in Quantitative Analysis
University of Missouri-Kansas City
B.S., Accounting
SCJ Commercial January 2007 - Present
Bentall Kennedy January 2005 - January 2007
JP Morgan Chase September 2003 - January 2005
Costco Wholesale September 2001 - August 2003
Skills
Investments, Investment Properties, Financial Modeling, Commercial Real Estate, Valuation, Asset Management, Portfolio Management, Strategic Financial..., Due Diligence, Sellers, Real Estate Transactions, Mergers & Acquisitions, Financial Analysis, Acquisitions
Education
Calvin College 1997 — 2001
Finance, Finance & Economics
Eastlake High School 1995 — 1997
AEO
AEO
State of Ohio 2006 - Present
JP Morgan Chase 2004 - 2005
Bank One 1985 - 2004
Skills
Portfolio Management, SDLC, Banking, Vendor Management, PMO, PMP, Program Management, Business Intelligence, Integration, Business Process..., Management, Requirements Analysis
Education
Capital University 1987 — 1990
MBA, Business
University of Saint Thomas 1979 — 1983
BA, Finance
Specialized Medical Services February 2014 - Present
Veterans R&R July 2013 - Present
Ipacesetters Pvt Ltd October 2010 - February 2014
JP Morgan Chase February 2010 - October 2010
Kohl's Department Stores April 2008 - November 2009
Siemens August 2007 - March 2008
Financial Management Systems 2006 - 2007
Leading Edge Recovery Solutions 2005 - 2006
HSBC (formerly Household International) 1997 - 2005
Abacus Financial Management Services 1992 - 1997
Skills
Process Improvement, Call Centers, Leadership, Management, Cross-functional Team..., Performance Management, Team Building, Customer Service, Project Management, Call Center, Strategy, Strategic Planning, Sales, Training, Team Leadership, Business Process..., Customer Satisfaction, Human Resources, Customer Retention, Six Sigma, Start-ups, Recruiting, Process Management, Operations Management, Vendor Management, Negotiation, Forecasting, Credit, P&L Management, Customer Experience, Sales Operations, Capacity Planning, Operating Budgets, Collections, Executive Management, Finance, Organizational..., Software Documentation, Budgets, BPO, Analytics, Coaching, Six Sigma Green Belt, Change Management, Competitive Analysis, Interviews, Workforce Management, Outsourcing, CRM, Enterprise Mobility
Education
Cardinal Stritch University 2010 — 2012
National Louis University 2004 — 2008
Glenbard South 1983 — 1987
Joann Fabric & Craft July 2014 - Present
American Greetings February 2011 - July 2014
Murata Power Solutions November 2008 - February 2011
JP Morgan Chase July 2005 - November 2008
Supreme Court of Ohio July 2003 - July 2005
Alcatel-Lucent July 1998 - January 2003
Skills
Process Improvement, Supply Chain Management, Change Management, Vendor Management, Risk Management, Six Sigma, Business Analysis, Quality Assurance, Project Management, Forecasting, ERP, Program Management, Cross-functional Team..., Supply Chain, MRP, Lean Manufacturing, Business Process..., MS Project, Outsourcing, Manufacturing, Process Engineering, Procurement, Product Management, Leadership, Supply Management, Project Planning, Management, Product Development, Operations Management, SAP, Continuous Improvement, Logistics
Education
Capital University 2009 — 2011
Master of Business Administration (MBA)
The Ohio State University 1995 — 2001
Bachelor's degree, Electrical and Computer Engineering
Ross Mortgage Corporation May 2015 - Present
United Shore Financial Services November 2013 - May 2015
United Shore Financial Services July 2013 - November 2013
JPMorgan Chase November 2011 - June 2013
JP Morgan Chase July 2010 - November 2011
JP Morgan Chase August 2009 - July 2010
United Guaranty Corporation January 2003 - July 2009
United Guaranty Corporation July 2008 - October 2008
United Guaranty Corporation December 2006 - January 2007
Flagstar Bank December 1998 - January 2003
Skills
Loans, Underwriting, Mortgage Lending, Mortgage Banking, Consumer Lending, Mortgage Underwriting, Retail Banking, Credit, Credit Analysis, Refinance, Residential Mortgages, FHA financing, Credit Risk, Home Equity Loans, Real Estate Financing, Analysis, FHA, Financial Risk, Leadership, Loan Origination, Management
Education
Capital University Law School 1996 — 1998
Law
Central Michigan University 1992 — 1996
Bachelor's of Science, Political Science
California Craft Brewers Association March 2013 - Present
Sierra Blue Pool & Spa, Inc. June 2003 - 2013
JP Morgan Chase January 2000 - December 2002
JPMorgan Chase January 1998 - January 2000
Banc of America Securities January 1996 - January 1998
Skills
Self-starter, Flexibility, Market Data, Financial Analysis, Financial Reporting, Motivated self-starter, Tracking, Auditing, Procurement, Contract Negotiation, Contract Management, Problem Solving, Interpersonal Skill, Training, Forecasting, E-commerce, Strategic Sourcing, Marketing, Analysis, Retail, Project Management
Education
California State University-Sacramento 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
Limited Brands March 2013 - Present
Limited Brands September 2010 - April 2013
Limited Brands September 2007 - February 2011
Retail Ventures Inc October 2005 - September 2007
Chase Home Finance October 2003 - October 2005
JP Morgan Chase 2003 - 2005
Stanley Works - Mac Tools 2000 - 2002
Mac Tools 2000 - 2002
Skills
Auditing, Financial Reporting, Credit, Financial Analysis, Sarbanes-Oxley Act, Accounting, Internal Audit
Education
Capital University
Accounting
JP Morgan Chase November 2004 - Present
Skills
Credit, Credit Risk, Risk, Financial Institutions, Retail Banking, Banking, Loss Forecasting, Risk Management, Financial Analysis, Credit Analysis, Consumer Lending, Small Business Lending, Risk Analytics, Operational Risk, Operational Risk..., Portfolio Management, Stress Testing, Loan Origination, Credit Scoring, Business Analysis, Financial Services, Financial Risk
Education
Capital University - School of Management 1995 — 1997
MBA
The Ohio State University 1988 — 1992
BSBA, Finance
JPMorgan Chase & Co. January 2012 - Present
JP Morgan Chase 2011 - 2011
JPMorgan Chase & Co. 2009 - 2011
JPMorgan Chase & Co. 2004 - 2009
JPMorgan Chase & Co. 2002 - 2004
Skills
Problem Management, ITIL, Vendor Management, Change Management, Risk Management, Leadership, SDLC, Disaster Recovery, Business Analysis, Banking, IT Strategy, IT Management, Process Improvement, Project Portfolio..., PMO, Integration, Project Management, Credit, Loans, Requirements Gathering
Education
Capital University
Bachelor's Degree, Business Administration, Management and Operations
Bank of Texas September 2011 - Present
JP Morgan Chase June 2010 - September 2011
JP Morgan Chase Bank September 2007 - May 2010
JPMorgan Chase October 2005 - October 2007
Bank One/JP Morgan Chase May 2003 - October 2005
Enterprise Rent-A-Car 2000 - 2003
Brinker International 1996 - 1999
Skills
Strategic Planning, Loans, Banking, Leadership, Lines Of Credit, Commercial Lending, Management, Consumer Lending, Sales Management, Coaching, Credit, Branch Banking, Small Business Lending, Risk Management, Sales, Team Leadership, Commercial Banking, Credit Analysis, Retail Banking, Cross Selling, Mortgage Lending, Relationship Management
Education
Cameron University 1987 — 1991
Northwestern Mutual March 2015 - Present
US Bank April 2011 - March 2015
JP Morgan Chase January 2010 - May 2011
JP Morgan Chase August 2009 - September 2010
JPMorgan Chase October 2006 - August 2009
Franklin Drywall Inc June 2005 - September 2006
Skills
Financial Modeling, Mortgage Banking, Banking, Financial Analysis, Underwriting, Management, Mortgage Lending, Microsoft Excel, Marketing, Loans, Training, Process Improvement, Customer Service, Finance, Credit, Analysis, Accounting, Project Management, Business Analysis
Education
Cardinal Stritch University 2007 — 2009
MBA, MBA
Minnesota State University, Mankato 1999 — 2003
Finance
HMB February 2013 - Present
Leonard Greenwald, LPA April 2010 - Present
TSYS June 2012 - February 2013
Wells Fargo August 2010 - March 2012
JP Morgan Chase October 2004 - June 2010
National City 2000 - 2003
ace software 1992 - 1995
Skills
Mainframe Developer, Banking Application..., Software Development, SDLC, DB2, COBOL, JCL, Mainframe, CICS, Business Analysis, VSAM, Requirements Analysis, SQL, Legal Research, Easytrieve, IMS DB/DC, Programming, Quality Assurance, Requirements Gathering, Visio
Education
Capital University Law School 2008 — 2013
Juris Doctor, Law
The Ohio State University 1986 — 1992
BSBA, MIS / International Business
PayPal September 2011 - February 2014
JPMorganChase (JPMC) 2007 - September 2011
JP Morgan Chase 2004 - 2007
SubmitOrder 2000 - 2004
Nationwide Financial September 1997 - September 2000
Bank One September 1986 - July 1997
US Army August 1983 - August 1986
Skills
Disaster Recovery, Strategy, Servers, Data Center, Outsourcing, Security, Vendor Management, IT Strategy, Management, Enterprise Software, Enterprise Architecture, Service Delivery, Process Improvement, Infrastructure, Software Project..., Leadership, Storage, IT Management, Project Management, Project Portfolio..., Web Services, Change Management, Integration, IT Operations, SDLC, Business Continuity, Business Analysis, Databases, Executive Management, ITIL, High Availability, Program Management, PMO, Financial Risk, Mergers & Acquisitions, SaaS, Cloud Computing, Information Technology, Software Development, Solution Architecture, Start-ups, Team Leadership, Virtualization
Education
Capital University 1992 — 1998
JP Morgan Chase October 2010 - Present
Bank of America November 2004 - October 2010
Sky Financial 2002 - 2004
Sky Financial Solutions 2001 - 2002
Sky Financial Solutions 1999 - 2000
NCFE, Inc. 1997 - 1999
Skills
Compliance, Credit, Underwriting, Loans, Financial Analysis, Risk Management, Investments, Banking, Funding, Portfolio Management, Commercial Banking, Analysis, Financial Risk, Relationship Management, Credit Analysis
Education
Capital University - School of Management 1999 — 2001
MBA, Finance
Edinboro University of Pennsylvania 1993 — 1997
BS, Economics
JPMorgan Chase November 2013 - Present
CMC Americas, Inc. April 2012 - November 2013
Modis, Inc. assigned at JPMorgan Chase January 2011 - December 2011
Adecco Technical April 2008 - April 2010
JPMorgan Chase April 2006 - December 2007
JP Morgan Chase March 2005 - December 2005
EasyLink Services January 2001 - January 2005
Lansoft USA, Inc. May 1999 - January 2000
Sterling Commerce an AT&T company December 1995 - June 1998
Skills
Troubleshooting, Unix, Data Center, Mainframe, FTP, JCL, Disaster Recovery, Technical Support, EDI, SQL, SFTP, Requirements Analysis, Network Security, Data Analysis, PGP, Visio, FTPS, TSO, Connect Direct, Requirements Gathering, Mentoring New Hires
Education
DeVry Institute of Technology 1992 — 1995
BS, Electronics Engineering Technology
Capital University 1992 — 1995
n/a, Army ROTC
Greendale Christian School 1981 — 1992
College Prep Diploma
JPMorgan Chase October 2013 - Present
JPMorgan Chase January 2012 - October 2013
JP Morgan Chase August 2010 - October 2013
Sterling Commerce May 1999 - August 2010
Sterling Commerce 1999 - 2008
Skills
Microsoft SQL Server, Spring, Java Enterprise Edition, Agile Methodologies, Java, Web Services, Integration, SDLC, Software Development, SOA, Software Engineering
Education
Capital University 1996 — 2000
BA, Computer Science, Mathematics Minor
Russell and Associates, LLC 2011 - Present
Ameriprise Financial Advisors October 2008 - August 2011
JP Morgan Chase 1995 - 2008
Skills
Alternative Investments, Investments, Series 7, Finance, Life Insurance, Retirement Planning, Qualified Retirement..., Estate Planning, Estate Tax Planning, Asset Management, Retirement Savings, Strategic Financial..., Financial Markets, Personal Budgeting, Financial Advisory, Financial Services, Retirement, Wealth Management, Investment Advisory, Investment Strategies, ETFs, Capital Markets, Pensions, High Net Worth..., Financial Planning
Education
Capital University
BA, Finance
JP Morgan Chase 2010 - Present
JPMorgan Chase Bank, N.A. March 1996 - Present
JPMorgan Chase 1996 - Present
Skills
Mortgage Lending, Investor Reporting, Financial Analysis, Banking, Account Reconciliation, GNMA, Loans, Financial Services, Credit, Credit Risk, Risk Management, Mortgage Servicing, Mortgage Banking, Loss Mitigation, Loan Servicing, Credit Analysis, Loan Origination, Cash Management, Underwriting, Residential Mortgages, Capital Markets, Due Diligence, Relationship Management, Executive Management, Financial Risk, Process Improvement, Finance, Consumer Lending, Portfolio Management, FHA, Asset Management, Securities, Commercial Banking, Refinance, Mortgage Underwriting, Commercial Lending, Operational Risk, Operational Risk..., Retail Banking, AML, Default, Financial Modeling, Home Equity Loans, Insurance, Lines Of Credit, Investments, Loan Modifications, Treasury Management, Small Business Lending, VA loans
Education
Capital University 1992 — 1994
MBA, Business
JPMorgan Chase January 2013 - Present
JP Morgan Chase October 2010 - December 2012
JPMorgan Chase February 2006 - October 2010
JP Morgan Chase 2004 - 2006
JP Morgan Chase 2000 - 2004
JP Morgan Chase 1998 - 2000
Indecon Solutions 1994 - 1998
Bank One Services Corporation 1993 - 1994
Mead Data Central (now Lexis/Nexis) 1989 - 1993
Education
Capital University - School of Management 2001 — 2006
Master of Business Administration (MBA), Business Administration
University of Cincinnati 1986 — 1988
Bachelor of Sciences, Computer Science
New Horizons Columbus
Information Technology Infrastructure Library (ITIL) Foundations Training
Project Management Institute (PMI)
Project Management Professional (PMP) Certification ~ In Process, Project Management
Independence Blue Cross July 2015 - Present
Girl Scouts of Central & Southern NJ September 2009 - August 2015
Burlington Stores, Inc. September 2012 - July 2015
BAYADA Home Health Care December 2008 - September 2012
JP Morgan Chase 2008 - October 2008
Teknion LLC 1996 - 2008
Environetics September 1994 - June 1996
Skills
E-Learning, Instructional Design, ADDIE, Blended Learning, Instructor-led Training, Captivate, Project Management, Training, Microsoft Office, SnagIt, Technical Writing, PowerPoint, Adult Education, Team Building, Adobe Creative Suite, Learning Management, Visio, Photoshop, Customer Service, Learning Management..., Software Documentation, Program Management, Needs Analysis, Onboarding, Instructional Technology, Adobe Acrobat, Dreamweaver, Performance Consulting, Articulate Studio, SCORM, Technical Training, Training Delivery, Job Aids, Social Learning, SharePoint, Training Facilitation, Audacity, Curriculum Design, Time Management, Editing, Illustrator, Storyboarding, Human Resources, Training
Education
University of Delaware 1987 — 1991
BS Interior Design, Interior Design
Capella University
Master of Education (partial completion), Instructional Design for Online Learning
JP Morgan Chase September 2008 - Present
Washington Mutual Card Services May 2006 - September 2008
POCAAN (People Of Color Against AIDS Network) March 1997 - May 2006
Education
California State University-San Bernardino 1989 — 1990
MBA, Finance
Indonesia College of Economics (STEI) 1983 — 1987
BS, Accounting
JP Morgan Chase July 2004 - Present
Education
California State University-Sacramento
MS, Computer Sciense
JP Morgan Chase January 2004 - Present
Skills
Employment Law, Litigation, Litigation Support, Legal Writing, Corporate Law
Education
California State University-Northridge
B.S. Business Administration
Gratiot State Bank March 2015 - Present
Starion Financial March 2008 - February 2015
Associated Bank 2005 - 2008
JP Morgan Chase 2002 - 2005
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Retail Banking, Credit, Banking, Leadership, Loans, Real Estate, Finance, Strategic Planning, Underwriting, Mortgage Lending, Consumer Lending, Lines Of Credit, Credit Analysis, Cash Management, Commercial Mortgages, SBA, Portfolio Management, Financial Analysis, Treasury Management, Credit Risk, Refinance, Loan Origination, Mortgage Banking, Asset Based Lending, Cash Flow Lending, Cross Selling, Deposits, Relationship Management, Middle Market, Construction Loans, Residential Mortgages
Education
Graduate School of Banking 2000 — 2003
Cardinal Stritch University 1989 — 1990
Bachelor, Management
JPMorgan Chase November 2012 - Present
JP Morgan Chase December 2003 - November 2012
U.S. Army August 2010 - January 2012
US Army July 2006 - July 2010
U.S. Army April 2005 - June 2006
American Express Financial Advisors February 2002 - December 2003
The Waggoner's Trucking October 2000 - October 2001
Shannon Corporation May 1999 - June 2000
Panhandle Forklift Corporation (a division of Shannon Corporation) November 1997 - May 1999
Enterprise Rent-A-Car June 1991 - November 1997
Skills
Logistics, Financial Planning, Transportation, Team Building, Process Improvement, Strategic Financial..., Military, Building Relationships, Continuous Improvement..., Strategic Thinking, Problem Solving, Identifying Process..., Project Management, Management Consulting, Six Sigma, Project Planning, Budgets, Strategy, Analysis, Finance, Management, Training, Program Management, Operations Management, DoD, Risk Management, Business Process...
Education
Capella University 2007 — 2010
Master of Business Administration (MBA), Project Management
Cameron University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Marketing
T. Marzetti Company September 2013 - Present
The Scotts Miracle-Gro Company April 2012 - September 2013
JP Morgan Chase March 2011 - April 2012
JP Morgan Chase August 2009 - May 2011
per se January 2004 - March 2005
Skills
Financial Analysis, Process Improvement, Forecasting, Financial Reporting, Project Management, Financial Modeling, Vendor Management, Microsoft Excel, Banking, Budget, Loans, Budgets
Education
Capital University - School of Management 2009 — 2012
MBA
The Ohio State University Fisher College of Business 2006 — 2009
Bachelor's, Finance
The Culinary Institute of America 2001 — 2003
Associate's, Culinary Arts
JP Morgan Chase January 2009 - Present
TIAA-CREF December 2006 - January 2009
Skills
Sybase, Fixed Income, SDLC, Securities, Back Office, Informatica, Equities, Business Analysis, Asset Managment, Derivatives, Capital Markets, Investment Banking, Requirements Gathering, Bloomberg, Unix
Education
Norwich University 1983 — 1986
BSEE
California State University-Northridge
MSEE
University of Redlands
MBA
Google January 2013 - Present
Google April 2011 - January 2013
Google June 2009 - April 2011
Google March 2009 - June 2009
JP Morgan Chase October 2006 - February 2009
Cisco Systems 2006 - 2006
CGNZ 2003 - July 2005
Software of Excellence 2002 - 2003
EDS Group 1998 - 2002
Skills
Java, Python, JavaScript, GWT, Business Intelligence, Google App Engine, Unit Testing, Team Leadership, Oracle, Web Applications, Distributed Systems, Cloud Computing, SQL, Test Automation, Android Development, Unix Shell Scripting, Erlang, Team Management, Refactoring, Build Automation, Video Conferencing, Software Design, Guice, Go, Dependency Injection, Dart, Google TV, Oracle SQL
Education
Cardiff University / Prifysgol Caerdydd 1995 — 1998
B.Eng, Electronic Engineering
Bio Energy Start- Up 2014 - Present
Union Bank 2011 - 2013
JP Morgan Chase 2010 - 2011
Bank of America 2004 - 2009
Greater Bay Bank 2002 - 2004
Bank of America 1999 - 2001
The Pacific Bank, NA 1993 - 1999
Skills
Training, Leadership, Business Development, Banking, Commercial Banking, Small Business, Financial Services, Credit, Sales, Marketing, Finance, Small Business Lending, Credit Analysis, Mortgage Lending, SBA, Loan Origination, Commercial Lending, Financial Risk, Loans, Underwriting, Treasury Management, Lines Of Credit, Asset Based Lending
Education
California State University-Sacramento
BS, Business Administration, Double Major in Management and Marketing
Franklin Templeton Investments March 2011 - Present
Principal Financial Group March 2009 - November 2010
JP Morgan Chase 2002 - 2009
Wells Fargo Bank July 1997 - February 2002
Skills
Investments, Employee Benefits, FINRA, Variable Annuities, Finance, Mutual Funds, Series 7, Retirement Planning, Series 63, Series 6, 401k, Wealth Management, Retirement, Asset Allocation, Investment Advisory, Securities, Fixed Annuities, Strategic Financial..., Investment Strategies, Life Insurance, Sales, Leadership, IRAs, Mortgage Lending
Education
California State University-Sacramento
Business/Marketing
JPMorgan Chase May 2011 - Present
JP Morgan Chase December 2009 - Present
Skills
Software Documentation, Banking, Financial Services, Risk Management, Process Improvement, Loans, Mortgage Lending, Business Analysis, Mergers & Acquisitions, Financial Analysis, Financial Risk, Vendor Management, Due Diligence, Leadership, Management, Strategic Planning, Insurance, Cross-functional Team..., Strategy, Business Process...
Education
Capital University Law School 1987 — 1990
Juris Doctor, Law
The Ohio State University 1980 — 1985
Bachelor of Business Administration (B.B.A.), Finance
GE Aviation Composites December 2012 - Present
Total Safety August 2012 - December 2012
JP Morgan Chase May 2009 - February 2011
Alcatel-Lucent Technogies June 2002 - April 2009
astrazeneca January 1999 - August 2005
Ayares Data Systems 1997 - 2003
Biothane September 1998 - December 2002
AstraZeneca February 2001 - March 2002
AstraZeneca 1998 - 2002
joseph oat corporation November 1987 - October 1998
Skills
Troubleshooting, Project Management, Quality Assurance, Emergency Management, Team Leadership, Security, Team Building, Testing, Windows, Program Management, Integration, Software Documentation, Manufacturing, Leadership, Data Center, Technical Support
Education
Camden County College 2010 — 2012
Fire Science, Fire Inspection and Fire Protection Systems, 3.0 GPA
Rutgers University – Camden 1993 — 1997
Computer Science
Salem Community College 1982 — 1984
Computer-Aided Mechanical Design & Machining Processes
U.S. Food & Drug Administration 2014 - Present
U.S. Food & Drug Administration January 2012 - April 2014
Food & Drug Administration July 2009 - July 2011
U.S. Fish & Wildlife Service July 2006 - July 2009
U.S. Army Corps of Engineers May 2005 - August 2005
lucas law firm 2002 - 2005
JP Morgan Chase September 2001 - May 2003
Bank of America January 2001 - December 2001
Skills
Legal Writing, Legal Research, Policy, Government, Research, Policy Analysis, Editing, Litigation, Public Speaking, Non-profits, Analysis, Public Policy, Mediation, Microsoft Office, Risk Management, PowerPoint, Federal Law, Legal Issues, Project Management, Program Management
Education
Capital University Law School 2002 — 2006
J.D., 2006, Environmental Law/Government Affairs
Ohio University 1994 — 1997
B.A., 1997, English Literature
JPMorgan Chase & Co. February 2015 - Present
JP Morgan Chase July 2007 - Present
JPMorgan Chase January 2013 - February 2015
Pinnacle Financial May 2004 - July 2007
Wachovia February 1996 - January 2004
First Nationwide Mortgage 1989 - 1992
Skills
Mortgage Lending, Mortgage Underwriting, Mortgage Banking, Underwriting, Loans, Credit, Loan Origination, Risk Management, Banking, Credit Risk, Financial Risk, Operational Risk, Portfolio Management, Process Improvement, Residential Mortgages, Strategic Planning, Financial Analysis, Due Diligence, Loss Mitigation, Quality Assurance, Financial Services
Education
California State University-Sacramento 2001 — 2004
Bachelor's degree, Anthropology
Clarkson University 1986 — 1988
Economics and Finance
JP Morgan Chase April 1994 - Present
Skills
Commercial Lending, Loans, Credit, Cross Selling, Loan Origination, Mortgage Banking, Commercial Banking, Credit Analysis, Branch Banking, Banking, Retail Banking, Portfolio Management, Consumer Lending, Small Business Lending, Mortgage Lending, Relationship Management, Lines Of Credit, Refinance, Financial Services
Education
CSUN 1992 — 2000
Finance, General
JPMORGAN CHASE BANK 2013 - Present
Chase Investment Services Corp. September 2011 - 2013
Chase Investment Services Corp. September 2010 - August 2011
Marion Electric Motor Service Inc. April 2006 - September 2010
JP Morgan Chase January 2004 - January 2005
One Group Investment Services January 1998 - January 2004
BISYS Fund Services January 1996 - January 1998
Dean Witter April 1993 - January 1996
Education
Capital University - School of Management 1997 — 1999
MBA, Business and Investments
Kent State University 1989 — 1994
BA, Business
JP Morgan Chase July 2015 - Present
JPMorgan Chase January 2010 - July 2015
EelsArm Studios 1979 - 2012
JPMorgan Chase January 2000 - January 2010
IBM September 1999 - August 2000
JPMorgan Chase February 1998 - September 1999
JPMorgan Chase February 1992 - February 1998
Recordland January 1978 - January 1985
Skills
Relationship Management, Sales Presentations, Building Relationships, Account Management, Sales Management, B2B, Loans, Sales Operations, Training, Strategy, Marketing, Banking, Budgets
Education
Capital University 1980 — 1983
accounting / music
Walnut Ridge High School 1971 — 1975
Diploma, Music Performance, General, 3.0
JP Morgan Chase Universal BankerUS Bank1997 - 2006
Education
California State University-Sacramento 2004 — 2006
Finance
Bank of America Merrill Lynch April 2011 - Present
J.P. Morgan November 2008 - April 2011
JP Morgan Chase November 2000 - March 2005
JP Morgan September 1997 - November 2000
Coopers & Lybrand September 1994 - September 1997
Skills
Middle Office, Product Control, Swaps, FX, Commodity, Derivatives, Commodities, Fixed Income, Structured Products, Risk
Education
Cardiff University / Prifysgol Caerdydd 1991 — 1994
Bsc, Accountancy
Hayfield School 1984 — 1991
JP Morgan Chase April 2008 - Present
Gluten Free Happy 2012 - 2013
The Cobalt Group March 2003 - February 2008
MBA Focus February 2002 - August 2002
Northern Enterprises March 2000 - February 2001
Hoy and Skeen Insurance March 1992 - December 2000
Skills
Coaching, Leadership, Sales, Customer Service, Team Leadership, Relationship Management, Customer Experience, Business Development, Banking, Trend Analysis, Process Improvement, Employee Wellness, Customer Retention, Building Relationships, Health Insurance, Life Insurance, Property & Casualty..., Disability Insurance, Long Term Care Insurance, Umbrella Insurance, Market Research, Strategic Planning, Finance, Strategic Consulting, Lead Generation, Social Media, Gluten Intolerance, Celiac Disease, Sales Process, Analysis, Account Management
Education
Capital University 1988 — 1992
Bachelor of Arts, Communications
JP Morgan Chase September 2014 - Present
JPMorgan Chase & Co. September 2014 - Present
JPMorgan Chase & Co. June 2005 - September 2014
Netsmart Technologies November 2003 - February 2005
ATX Communications July 2000 - November 2003
Health Power HMO 1998 - 1998
Lexon Corporation 1996 - 1998
Skills
Business Analysis, Software Development, Requirements Gathering, Project Management, Process Improvement, Systems Analysis, Data Stewardship
Education
Capital University 1996 — 1998
M.B.A., Business
Miami University 1988 — 1992
B.S., Finance / MIS
The CIM Group April 2014 - Present
BDR, Inc. September 2012 - April 2014
Ernst & Young September 2011 - August 2012
JP Morgan Chase May 2008 - April 2011
Skills
Financial Statements, Accounting, Financial Analysis, GAAP, Cash Management, General Ledger, Account Reconciliation, Sarbanes-Oxley Act, Financial Reporting, Auditing, Internal Controls, Financial Accounting, Revenue Recognition, US GAAP, Cost Accounting, Budgets
Education
California State University-Northridge 2009 — 2011
B.S. in Accountancy, Accounting
Moorpark College 2002 — 2004
Associate of Arts (AA), General Studies
Zions Bancorporation June 2011 - Present
Great Discoverys 2009 - 2011
JP Morgan Chase June 1995 - December 2002
JPMorgan Chase 1992 - 2002
Skills
Product Management, Strategic Planning, Vendor Relations, Market Research, Succession Planning, Project Management, Financial Services, Income Statement, Banking, Cash Management, Payments, Management Consulting, Vendor Management, Financial Modeling, Leadership, Management, Commercial Banking, Operations Management, Commercial Lending, Treasury Management, Portfolio Management, Process Improvement, Risk Management, Credit, Mergers & Acquisitions, Training, Credit Analysis, Loans, Executive Management, Small Business Lending, Relationship Management, Financial Risk, Retail Banking, Consumer Lending, Treasury Services, Finance, Financial Analysis, Mortgage Lending, Electronic Payments, Credit Risk, Deposits, Credit Cards, Payment Card Processing, Payment Systems, Business Analysis, Financial Institutions, Internet Banking, Lockbox, Capital Markets
Education
Capital University 1985 — 1987
BS, Psychology, business
Punjabi American Media February 2015 - Present
Northwestern Mutual September 2014 - January 2015
Drumroll Investments, Inc. January 2014 - December 2014
Advanced Academics March 2012 - December 2013
JP Morgan Chase November 2010 - March 2012
SMART Center Sacramento (Niello) January 2008 - October 2010
Niello Volkswagen October 2004 - January 2008
Skills
Sales, Marketing, Account Management, Customer Service, Marketing Strategy, E-Learning, CRM, Salesforce.com, Program Management, Sales Process, Contract Negotiation, Sales Presentations, Social Media, Team Building, Microsoft Office, Leadership, Business Development, Education, Educational Technology, Higher Education, Elementary Education, Curriculum Development, Distance Learning, Instructional Technology, Accreditation, New Program Development, Recruiting, Training, Marketing Event Planning, Marketing Research, Strategic Planning, Social Networking, Public Speaking, Facebook, Video Editing, Outlook, Digital Photography, Microsoft Excel, Microsoft Word, PowerPoint, Prezi, Punjabi, Hindi
Education
California State University-Sacramento
BS, Business Administration; General Management
Turlock High School
Los Angeles County August 2014 - Present
Wells Fargo October 2012 - May 2014
JP Morgan Chase August 2010 - July 2012
Skills
Banking, Credit, Loans, Retail Banking, Credit Analysis, Consumer Lending, Financial Analysis, Cash Management, Cross Selling
Education
California State University-Northridge 2009 — 2011
Bachelor of Science (BS), Accountancy
JP Morgan Chase May 2006 - October 2008
United Agri Products May 2004 - December 2005
Education
Erie Community College 1995 — 1997
A.S.S., Paralegal
Canisius College 1982 — 1987
B.A., Communications/English Liteature
Texas Capital Bank 2011 - 2011
JP Morgan Chase 2011 - 2011
BBVA Compass 2011 - 2011
Education
Capital University
JP Morgan Chase Assistant Store ManagerWalgreensJune 2004 - June 2005
Education
California State University-Northridge 2002 — 2005
B.S., Business Administration-Marketing
JP Morgan Chase May 2011 - Present
Guitar Center September 2010 - July 2012
Skills
PowerPoint, Recording, Customer Service, Music, Web Design, Mac, Event Management, Microsoft Office, Microsoft Excel
Education
Capital University
JP Morgan Chase October 1997 - Present
Skills
Credit, Banking, Credit Analysis, Loans, Mortgage Lending, Small Business Lending, Financial Services, Finance, Mortgage Banking
Education
California State University-Sacramento
Bachelor's degree, Psychology
JP Morgan Chase February 2011 - Present
JPMorgan Chase January 2003 - February 2011
Skills
Loss Mitigation, Risk Management, Loans, Financial Analysis, Operations Management, Credit, Portfolio Management, Banking, Process Improvement, Mortgage Lending, Financial Services, Relationship Management, Leadership, Business Analysis, Finance, Retail Banking, Management, Vendor Management, Mortgage Banking, Financial Risk
Education
Capital University 2000 — 2002
MBA
Franklin University 1995 — 1999
B.S., Business Administration
Marlington High School
JP Morgan Chase January 2005 - Present
JPMorgan Chase January 2005 - Present
JPMorgan Chase June 2001 - November 2004
Skills
Excel, PowerPoint, Instructional Design, SnagIt, Word, Microsoft Office, Captivate, Curriculum Design, Instructor-led Training, Web-based Training, Needs Analysis, Blended Learning, Microsoft Excel, E-Learning, Microsoft Word, Training, Adult Education, Program Management, ADDIE, Training Delivery, Hands-on Training, Staff Development, Leadership Development, Content Development, Organizational..., Employee Training, Workshop Facilitation, Presenter, Coaching, Curriculum Development, Change Management, Critical Thinking, Learning Management..., Learning Management, Technical Writing, Performance Improvement, Technical Training, Visio, Performance Consulting, WebEx, Technical Documentation, Software Documentation, SharePoint, Knowledge Management, Adobe Acrobat
Education
Capella University 2008 — 2015
PHD In Progress, Instructional Design for Online Learning
Roosevelt University 2005 — 2008
MA, Training & Development
JP Morgan Chase 2006 - 2011
Altura Credit Union September 2005 - August 2006
Skills
Bilingual, Communication Skills, Customer Service, Customer Oriented, Team-oriented, Cultural Diversity, Sociology, Social Skills, Public Speaking, Determination
Education
California State University-San Bernardino 2010 — 2012
Bachelor of Arts (B.A.), Sociology
Riverside Community College 2004 — 2009
Associate of Arts (A.A.)
JP Morgan Chase 1998 - 2011
Irsfeld, Irsfeld & Younger April 1988 - October 1997
Education
CSUN
JPMorgan Chase & Co. May 2015 - Present
JPMorgan Chase May 2014 - May 2015
JP Morgan Chase January 2013 - May 2014
JPMorgan Chase October 2011 - January 2013
JPMorgan Chase April 2009 - October 2011
JPMorgan Chase September 2002 - April 2009
Sonney Professional Investigations June 1992 - September 2002
Skills
Internal Investigations, Background Checks, USA PATRIOT Act, Financial Analysis, Investigation, Private Investigations, AML, KYC, Surveillance, Investigative Research, Interviewing Skills, Credit Card Fraud, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Customer Service, NICE Call Recording, Emergency Medical..., Loss Mitigation
Education
Capital University 1992 — 2002
Bachelor of Arts (B.A.), Criminology
PNC April 2014 - Present
Huntington National Bank January 2013 - April 2014
JP Morgan Chase January 2010 - December 2012
JPMorgan Chase June 2009 - January 2010
JPMorgan Chase May 2008 - May 2009
Skills
Mortgage Lending, Consumer Lending, Loans, Mortgage Banking, Branch Management, Loan Origination, Banking, FHA, Refinance, Retail Banking, USDA, Commercial Lending, Residential Mortgages, Lines Of Credit, Cross Selling, Home Equity Loans, Relationship Management, Cash Management, SBA, Credit Analysis, Credit
Education
Calvin College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General