JP Morgan Chase
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JPMorgan Chase & Co. is the sixth-largest bank in the world by total assets ($2,533.60 B). wikipedia.org
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JP Morgan Chase Employees
Amazon September 2015 - Present
FICO December 2012 - August 2015
FICO April 2011 - December 2012
FICO February 2011 - April 2011
FICO May 2008 - February 2011
Computer Sciences Corporation May 2006 - May 2008
Goldman Sachs April 2004 - May 2006
JP Morgan Chase January 2003 - March 2004
Citigroup Global Services April 2001 - January 2003
Skills
Business Analysis, UML, Product Management, Banking, Payments, Agile, Fraud Prevention, Quality Center, Investment Banking, Requirements Analysis, SDLC, Visio, Business Intelligence, Requirements Gathering, Business Objects, Change Management, User Acceptance Testing, Team Management, Analytics, Business Management, Analysis, Business Process, People Management, Process Improvement, Customer Relations, Management Consulting, Agile Methodologies, Software Project..., Management, Risk Management, Fraud, Quality Assurance, Software Documentation, Competitive Analysis, Credit Cards, Product Development, Agile Project Management, Scrum, User Experience, Vendor Management, CRM, Market Research
Education
University of California, San Diego 2013 — 2013
Certification in Product Management, Branding and Positioning, Product Management, Branding and Positioning, A
Pragmatic Marketing 2012 — 2012
Certification, Practical Product Management
KJ Somaiya Inst Of Mgmt 1999 — 2001
MBA, Finance and Marketing
KJ Somaiya Institute Of Mgmt 1999 — 2001
Master of Business Administration (MBA), Marketing and Finance
University of Mumbai 1999 — 2001
MBA, MBA
Cochin University of Science and Technology 1994 — 1999
BTECH, Naval Arch
Model Technical Higher Secondary School, Cochin 1991 — 1993
THSE, Physics, Chemistry and Mathematics
rajagiri
SSLC
JPMorgan Chase February 2014 - Present
JP Morgan Chase February 2010 - February 2014
Chernoff Newman September 2008 - December 2008
Coastal Yacht Charters January 2008 - June 2008
Skills
Event Management, Corporate Communications, Microsoft Office, Advertising, Event Planning, Customer Satisfaction, Newsletters, Leadership, Public Relations, Sales
Education
College of Charleston 2005 — 2009
BA, Corporate and Organizational Communication, Political Science
JP Morgan Chase March 2015 - Present
Naperville Municipal Government August 2014 - March 2015
Borawski Vision Care June 2012 - August 2014
White House Black Market 2007 - 2009
Skills
Legal Research, Microsoft Office,..., Legal Writing, Customer Service, Research, Legal Documents, Commercial Litigation, Microsoft Word, Civil Litigation, Westlaw, Legal Assistance, Microsoft Office, Litigation, Courts, Outlook, Microsoft Excel, PowerPoint, Insurance Claims, Tabs, Abaqus, Time Management, Writing, Retail Sales, Data Entry
Education
College of DuPage 2013 — 2014
Certificate, Paralegal
Northern Illinois University 2007 — 2011
Bachelor's degree, Psychology
JPMorgan Chase & Co. January 2015 - Present
C-SAM, Inc (Acquired by MasterCard) April 2013 - December 2014
NTT DATA, Inc. June 2011 - April 2013
mPayy, Inc. 2007 - 2011
JP Morgan Chase 2001 - 2006
Accenture 1997 - 2001
Skills
Start-ups, IT Strategy, E-commerce, Management Consulting, Entrepreneurship, Payments, Enterprise Architecture, Strategy, Mobile Devices, Finance, Financial Services, Leadership, Mergers & Acquisitions, Payment Systems, Strategic Partnerships, Credit Cards, Banking, NFC, Payment Card Processing, Business Analysis, Venture Capital, Product Management, SaaS, Mobile Applications
Education
The University of Chicago 2000 — 2000
Computer Science
The University of Chicago Booth School of Business 1993 — 1995
MBA
College of the Holy Cross 1985 — 1989
Tri City National Bank July 2013 - Present
JP Morgan Chase July 2010 - July 2013
JPMorgan Chase August 2007 - July 2010
Ameriprise Financial Services, Inc. 2005 - 2007
Skills
Small Business Lending, Coaching, Customer Service, Commercial Lending, Credit, Cash Management, Small Business, New Business Development, Marketing, Retail, Sales, Loans, Banking, Leadership, Lines Of Credit, Commercial Banking, SBA, Finance
Education
University of Wisconsin-Parkside 2000 — 2003
BS Business, Marketing
College of Lake County 1998 — 2000
Associate of Science (A.S.)
Waukegan
Waukegan High School
Credit Suisse May 2006 - Present
JP Morgan Chase 2003 - 2006
Tata Consultancy Services 2001 - 2003
Tata Consultancy Services 1999 - 2001
Skills
Business Analysis, Data Warehousing, SDLC, Enterprise Architecture, Program Management, Project Management, Software Project..., Data Modeling, SQL, Solution Architecture, IT Strategy, Equities, ETL, Oracle, Banking, Data Management, Analysis, Requirements Analysis, Private Bank, Strategic / Business..., Multi-Team Building /..., Technological Process..., Delivery Management, Client Reporting..., High-Volume Data..., Workflow / Project Task..., Private Banking, Wealth Management...
Education
University of Mumbai
Master of Management Studies, Information Systems Emphasis
College of Engineering Pune
Bachelor of Engineering (BE)
World Pantry July 2015 - Present
JP Morgan Chase March 2012 - January 2015
Eco Fashions January 2009 - May 2012
Skills
Banking, Retail Banking, Commercial Banking, Cash Management, Mortgage Banking, Finance, Accounting, Risk Management, Financial Risk, Microsoft Excel, Microsoft Word, Public Speaking
Education
San Francisco State University 2015 — 2017
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Santa Barbara City College 2013 — 2015
Bachelor of Business Administration (BBA), Accounting
College of Marin 2011 — 2013
JP Morgan Chase 2011 - Present
Pencils of Promise July 2014 - Present
Colgate University August 2014 - Present
Korn/Ferry International 2010 - 2011
Lockwood Gibb & Associates 2009 - 2010
Morgan Stanley 2005 - 2008
Skills
Investment Banking, Executive Search, Private Equity, Asset Managment, Hedge Funds, Asset Management, Corporate Finance, Recruiting, Investments
Education
Colgate University 2001 — 2005
Bachelor of Arts, Political Science
The Tuck School of Business at Dartmouth 2004 — 2004
Certificate, Business Bridge Program
Vantage West Credit Union November 2012 - Present
JP Morgan Chase October 2011 - November 2012
JP Morgan Chase November 2006 - October 2011
RadioShack October 1997 - March 2007
Skills
Customer Service, Teamwork, Sales, Inventory Management, Coaching, Retail, Public Speaking, Team Building, Sales Management, Loans, Mortgage Lending, Management, Training, Leadership, Banking, Credit, Human Resources, Loan Origination, Credit Analysis, Retail Banking, Consumer Lending, Mortgage Banking, Refinance, Finance, FHA
Education
Cochise College
Sociology
Northern Arizona University
Sociology
J.P. Morgan June 2013 - April 2014
JPMorgan Chase April 2011 - June 2013
JP Morgan Chase April 2010 - April 2011
JPMorgan Chase January 2008 - April 2010
Experiential Learning Center, NIU College of Business August 2007 - December 2007
Experiential Learning Center, NIU College of Business January 2007 - May 2007
Skills
Strategy, Project Management, Leadership, Cross-functional Team..., Finance, Financial Analysis, Derivatives, Equities, Financial Services, Options, Capital Markets, Financial Reporting, Due Diligence, Accounts Payable, Consulting, Management, Corporate Finance
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Northern Illinois University 2005 — 2007
B.A.
College of DuPage 2002 — 2005
AA
Mere Basics January 2012 - Present
The Captain Whidbey Inn January 2008 - January 2012
Equinox Capital Management March 2005 - February 2008
JP Morgan Chase March 1999 - March 2005
CIBC Oppenheimer August 1993 - March 1999
California Magazines Partnership September 1983 - June 1991
Skills
Small Business..., Business Development, Strategic Planning, Strategy, Marketing, Marketing Strategy, Cross-functional Team..., New Business Development, Product Development, Financial Analysis, Finance, US Equities, Due Diligence, Mergers, Investments, Healthcare Industry, Fashion, Mergers & Acquisitions, Management, Business Planning, Advertising, Sales, Analysis, Budgets
Education
Stanford University Graduate School of Business 1991 — 1993
Master of Business Administration (M.B.A.)
University of Washington Continuing and Professional Education 2011 — 2012
Certificate, Fashion: From Concept to Market
Colgate University 1979 — 1983
BA, English
The Pingry School 1974 — 1979
Carrington Mortgage Services, Mortgage Lending Division February 2015 - Present
State Farm September 2014 - December 2014
Movement Mortgage, LLC October 2013 - February 2014
JP Morgan Chase March 2010 - January 2012
Desert Heritage Mortgage January 2008 - December 2009
Strategic Capital April 2000 - December 2007
Skills
Mortgage Lending, Sellers, Customer Service, Team Building, Hospitality, Sales, Real Estate, Selling, Hospitality Industry, Hotels, PowerPoint, Marketing Strategy, Event Management, USDA, Loans, Account Management, Project Management, Finance, FHA, Strategic Planning, Inventory Management, Negotiation, Budgets, New Business Development, Sales Management, Portfolio Management, Management, Asset Managment, Social Media, Business Development, Investments, Project Planning, Event Planning, Residential Homes, Social Media Marketing, Brand Development, Real Estate Transactions, Resorts
Education
Arizona School of Real Estate 2013 — 2013
Real Estate License
Mesa Community College 2012 — 2013
Business, 3.8
Nationwide Licensing System (NMLS) 2010 — 2013
LO License, A
College of DuPage
Business
Ford School of Insurance
Insurance-Property/Casualty
JPMorgan Chase May 2014 - Present
JPMorgan Chase February 2012 - Present
JP Morgan Chase September 2010 - July 2012
AmTrust Bank June 2004 - September 2010
Lakeside Mortgage 2002 - 2004
Skills
Credit, Mortgage Banking, Loan Origination, Mortgage Lending, Loans
Education
Cleveland State University 2005 — 2011
Bachelor of Arts, Sociology, Criminology, Minor in Business
JPMorgan Chase January 2010 - Present
JP Morgan Chase July 2009 - January 2010
JP Morgan Chase June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Adobe Acrobat, Banking, Business Objects, Problem Solving, People Skills, Training, Process Improvement, Financial Analysis, Access, Risk Management, Operations Management, Finance, Outlook, Business Analysis, Sales, Integration, Financial Reporting, Microsoft Office, Customer Service
Education
College of Mount Saint Vincent 2005 — 2009
B.A., Business, Psychology
Northshore High School 2001 — 2005
Office Manager/Special Projects Coordinator at The Hyland Wellness Clinic -InfinityNP/WSPC March 2014 - June 2015
PNC March 2012 - March 2014
Grand River Navigation Company February 2010 - March 2012
JP Morgan Chase June 2007 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, HTML, Leadership, Team Building, Human Resources, Banking, Employee Relations, Social Networking, Recruiting, Sales, Team Leadership, Marketing
Education
Cleveland State University
Bachelors
JP Morgan Chase Senior VPThe Bank of New YorkSeptember 1991 - October 2006
Skills
Banking, Loans, Commercial Banking, Commercial Lending, Credit, Small Business Lending, Mortgage Lending, Portfolio Management, Financial Services, Retail Banking, Investments, Loan Origination, Wealth Management, Credit Analysis, Fixed Income
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1980 — 1982
Master of Business Administration (MBA), Marketing
College of the Holy Cross
Bachelor of Arts (BA), Philosophy/Psychology
Cardinal Health January 2015 - Present
Cardinal Health August 2013 - January 2015
PNC June 2013 - August 2013
CarMax October 2012 - May 2013
JP Morgan Chase April 2011 - October 2012
Sears Holdings Corporation April 2008 - April 2011
Sears Holdings Corporation November 2005 - April 2008
Skills
Customer Service, communications skills, Analytical Abilities, Sales Process, Organized self-starter, Problem Solving, Leadership, Team Building, Multi Tasking, Setting Priorities, Project Management, MS Office Suite, Basic Java, Report Writing, Retail Management, Retail Banking, Interpersonal Skill, Basic VB
Education
Keller Graduate School of Management of DeVry University 2014 — 2017
Master of Business Administration (MBA), Business Intelligence and Analytics Management
University of Wisconsin-Parkside 2009 — 2011
Bachelor of Science (BS), Business Administration and Management, General
College of Lake County 2005 — 2007
Associate of Science (A.S.), Computer Science
PNC Financial Services Group January 2009 - Present
National City Corporation August 2005 - December 2008
JP Morgan Chase June 2002 - August 2005
Skills
Internal Controls, Internal Audit, Auditing, Leadership, Financial Risk
Education
Cleveland State University 2008 — 2009
MBA
Ohio University 1998 — 2002
BBA, Finance, Marketing
Magnificat High School 1994 — 1998
Fresenius Medical Care March 2014 - Present
Comcast Cable, Greater Chicago Region March 2011 - March 2014
JP Morgan Chase August 2008 - May 2010
JP Morgan Chase April 2005 - July 2008
American Pharmaceutical Partners December 2004 - March 2005
Graybar Electric May 1998 - November 2004
Jockey International March 1996 - April 1998
Skills
Employee Relations
Education
National Louis University 1999 — 2001
Masters Degree, Human Resource Management and Development
Illinois State University 1988 — 1992
Bachelor's Degree, Human Resource Management
College of DuPage
Running Wealth Management Group January 2010 - Present
Wells Fargo January 2009 - December 2009
JP Morgan Chase April 2000 - December 2008
Skills
Investments, Wealth Management, Series 7, Securities, Financial Services, Retirement, Financial Advisory, Finance, Life Insurance, Retirement Planning, IRAs, Mortgage Lending, Management, Insurance, Strategic Financial..., Fixed Annuities, Mutual Funds, Portfolio Management, Project Planning, Long-term Care, Asset Allocation, 401k, Loans, Estate Planning, Wealth, Planning, Financial Planning, Long Term Care
Education
Montana State University-Bozeman 1991 — 1996
Bachelor of Science, Business Management
College for Financial Planning
Chartered Retirement Planning Counselor, CRPC®
Ann Quasman's WomanTalk Live & Conscious Conversations Cafe January 2014 - Present
Conscious Conversations Cafe September 2010 - December 2013
WomanTalk Live Radio February 2007 - December 2013
Maryland Coalition Against Sexual Assault January 2011 - October 2013
Living in Your Heart, LLC June 1997 - December 2008
Bank of America (NationsBank Corporation) January 1988 - December 1995
JP Morgan Chase November 1985 - December 1987
Skills
Social Media Marketing, Radio Host, Newsletters, Radio, Social Networking, Public Speaking, Large Group Facilitation, Fundraising, Advisory Boards, Sponsorship, Workshop Facilitation, Event Planning, Non-profits, Social Media, Blogging, New Media, Marketing, Facebook, Entertainment, Strategy, Entrepreneurship, Broadcast, Creative Direction, Leadership, Editing, Program Management, Online Advertising, Email Marketing, Publicity, Media Relations, Public Relations, Press Releases, Nonprofits, Time Management, Copywriting, Interviews, Community Development, Research, Marketing Communications, Corporate Communications, Copy Editing, Published Author, Creative Writing, Internal Communications, Event Management, Advertising, Business Development, Teaching, Community Outreach, Motivational Speaking
Education
University of Houston 1982 — 1985
College for Financial Planning 1981 — 1985
CFP
James Madison University 1970 — 1974
B.S.
Amegy Bank 2001 - Present
The Houston Area Urban League January 2009 - Present
Chinese Community Center August 2011 - Present
Texas Southern University September 2013 - Present
Battleship Texas Foundation February 2011 - Present
Houston Center for Photography August 2011 - Present
Art Colony Association Bayou City Art Festival March 2011 - Present
The Risk Management Association January 2004 - Present
Houston Arts Alliance February 2010 - February 2011
JP Morgan Chase 1993 - 2001
Skills
Brokerage, Commercial Banking, Real Estate Economics, Not-for-profit Banking, Corporate Finance, Financial Structuring, Credit Analysis, Municipal Finance, Personal Financial..., Healthcare Finance, Energy Finance, Credit Portfolio Review..., Finance, Credit, Management, Non-profit Boards, Program Management, Asset Managment, Risk Management, Business Development, Strategic Planning, Leadership, Municipalities, Commercial Lending, Policy, Financial Analysis, Small Business Lending, Real Estate, Healthcare, Underwriting, Banking, Investments, Portfolio Management, Loans, Credit Risk, Relationship Management, Asset Management, Training, Public Speaking
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Finance
Fisk University
BS, Business Mngt & Economics
College for Financial Planning
CFP, Financial Planning
JP Morgan Chase January 2011 - Present
JPMorganChase 2005 - Present
Qwest 2003 - 2005
Sogeti July 2000 - November 2002
Education
Cleveland State University 1999 — 2000
Masters, Computer Information Science
Osmania University 1994 — 1998
Bachelors
QM Power November 2006 - Present
Aspen Aerogels, Inc. 2000 - 2006
Aspen Products Group 2000 - 2006
Triton Systems, Inc. 2001 - 2004
CIBC World Markets 1997 - 1999
JP Morgan Chase 1992 - 1997
Skills
Venture Capital, Nanotechnology, Clean Technology, Project Finance, Mergers, Energy, Start-ups, Cleantech, Private Equity, Actuators, Product Development, Management, Mergers & Acquisitions, Negotiation, Due Diligence, Business Development, Business Strategy, Entrepreneurship, Strategy, International Business, Corporate Development, Business Planning, Renewable Energy, Alternative Energy, Strategic Partnerships, Materials
Education
Colgate University 1988 — 1992
BA, International Relations
JP Morgan Chase August 2004 - July 2008
JP Morgan Chase February 2002 - August 2004
Education
Franklin University 2006 — 2008
MBA, FINANCE, INTL BUSINESS
College of Our Lady of the Elms 1995 — 1998
B.A, Business Management
Dell April 2011 - Present
Contractor - Dell Perot June 2010 - April 2011
JP Morgan Chase September 2009 - June 2010
Verizon Business June 2006 - May 2009
Washington Mutual 2003 - 2006
Advocate Health Care 2002 - 2003
Whittman-Hart (marchFIRST, Divine) February 2000 - March 2001
MetLife 1998 - 2000
Siemens Business Communications Inc. 1995 - 1998
Skills
VoIP, Call Center, Telephony, Avaya, Voice Mail, PBX, Cisco, Telecommunications, Vendor Management, IP, Troubleshooting, Deployment, Visio, Unified Communications, Service Delivery, ITIL, Vendor, Disaster Recovery, CCNA, Vendor Relations, Solution Design, Process Development, Quality Assurance, Managed Services, Requirements Analysis, WAN, Resource Management, Business Requirements, Network Design, Switches, Solution Architecture, System Deployment, Process Simulation, TCP/IP, Software Installation, Project Management, Vendors, Cisco Technologies, Data Center, Management, VPN, Networking, Call Centers, Integration, System Administration, Routers, LAN-WAN, BMC Remedy, Routing, Microsoft Lync
Education
DeVry 1998 — 2000
Telecommunications
Eastern Illinois University 1989 — 1992
B.S., Commercial Recreation
College of DuPage
General Education, Art/Art Studies, General
Wheaton North
Bank of America Merrill Lynch August 2015 - Present
JP Morgan Chase April 2010 - August 2015
Mutual of America December 2008 - October 2009
AXA Advisors May 2004 - December 2008
Gateway July 2000 - April 2004
Tiny Computers May 1999 - July 2000
Skills
Asset Allocation, Account Management, Retirement Planning, People Management, Consultative Selling, Investments, Management, Selling, Business Development, Finance, Credit, Loans, Commercial Lending, Credit Analysis, Banking, Relationship Management, Sales
Education
College for Financial Planning 2009 — 2009
Chartered Retirement Plan Specialist, Finance
Bellevue College 1999 — 2000
Business/Managerial Economics
MetLife March 2006 - Present
INTTRA 2004 - 2005
Statement One 2002 - 2004
Citigroup March 2001 - September 2003
JP Morgan Chase August 2000 - March 2003
Tekmark Global Solutions 1998 - 2001
Tekmark Global Solutions 1998 - 2001
Skills
Program Management, Telecommunications, Trading, Healthcare, Insurance, Data Architect, PeopleSoft, Great People Skills, Data Warehousing, Oracle, Business Intelligence, Business Analysis, Vendor Management, Databases, Enterprise Architecture, Database Design, PL/SQL, ETL, SDLC, IT Strategy, Data Modeling, Integration, Software Development, Requirements Gathering, Database Administration
Education
College of Engineering, Trivandrum
EEE, electronics
Mar Ivanios College
Pre Degree, Science and Technology
Wells Fargo June 2013 - Present
JPMorgan Chase January 2011 - May 2013
JP Morgan Chase October 2009 - January 2011
JPMorgan Chase October 2007 - October 2009
JPMorgan Chase June 2005 - October 2007
Legg Mason September 2004 - January 2005
JPMorgan Chase May 2004 - August 2004
Skills
Capital Markets, Portfolio Management, Bloomberg, Credit, Commercial Banking, Asset Based Lending, Middle Market, Commercial Real Estate, Investment Banking, Commercial Lending, Investments, Banking, Valuation, Credit Risk, Asset Management, Finance, Financial Analysis
Education
College of Charleston 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General, Magna Cum Laude
Mount Carmel Academy
High School
Gemini Technologies, Inc. September 2014 - Present
JP Morgan Chase June 2009 - September 2014
Aaron's, Inc March 2007 - June 2009
Viasystems February 2006 - February 2007
Kohl's Department Stores June 2003 - February 2006
Columbia St. Mary's November 1997 - February 2003
Skills
10+ yrs Management, 15+ yrs Computer/ IT..., Quality Control/..., Business Report..., Organizing/..., Customer Service, Operational and..., Team Leadership, Policy and Procedure..., Employee Training and..., Strategic Business..., Microsoft Excel, Microsoft Word, MS Project, Visio, Outlook, Microsoft Office, Access, PowerPoint, Microsoft Publisher, Skilled Communicator, Mortgage Servicing, Collections, TCP/IP, LAN-WAN, Sales Management, Project Management, Account Management, Management, Novell Netware, Hardware Support, Software Installation, Computer Hardware, Printers, Financial Reporting, Crystal Reports, Executive Reporting, Strategic Planning, Microsoft Office 2003, Microsoft Office 2007, Office 2010, FHLMC, FNMA, Department Budgeting, Budget, Process Improvement, Business Process..., Training, Employee Training, Microsoft Project
Education
Columbia College Chicago 1994 — 1996
Associate of Arts (AA), Radio and Television
College of Lake County 1993 — 1995
Associate of Arts (AA), Communication, General
Warren Township High School 1989 — 1993
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
JP Morgan Chase September 2011 - Present
TCF National Bank November 2008 - September 2011
Skills
Consumer Mortgage Sales, Loan Origination, Mortgage Underwriting, Bi-Lingual, Credit Analysis, Mortgage Lending, FHA, Government Loans, Loans, Banking, Home Equity Lines of..., Underwriting, Multilingual
Education
College of DuPage 2005 — 2011
Glenbard East High School 2002 — 2005
TCS July 2004 - Present
JP Morgan Chase 2006 - 2010
Skills
SDLC, DB2, SOA, Enterprise Architecture, Struts, JSP, Pre-sales, Solution Architecture, CICS, IMS DB/DC, Program Management, Agile Methodologies, Unix, PL/SQL, M&A experience, Re-engineering, Oracle, Requirements Analysis, TCO reduction, Core Banking, Project Management, Data Modeling, Data Warehouse..., Data Architecture, ETL, Data Conversion, Software Project...
Education
Coimbatore Institute of Technology 2000 — 2004
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Bank of America June 2014 - Present
Bank of America October 2013 - June 2014
PNC Mortgage May 2009 - October 2013
JP Morgan Chase September 2008 - May 2009
WaMu / Washington Mutual August 2001 - September 2008
PNC Mortgage 1992 - 2001
Skills
Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Credit, Credit Analysis, FHA, Residential Mortgages, Banking, Refinance, Portfolio Management, Customer Retention, VA loans, USDA, Financial Services, Mortgage Underwriting, Loss Mitigation, Consumer Lending, Mortgage Servicing, Commercial Lending, Sales, Investments, Risk Management, Construction Loans, FHA financing, Underwriting, Government Loans, Leadership, VA Loans, FHA Financing
Education
Colby College 1981 — 1985
BA, History & Philosophy
Wells Fargo Bank, NA May 2012 - Present
Reasonable rates. November 2008 - April 2012
Countrywide Bank March 2008 - October 2008
Colonial Bank March 2006 - March 2008
JP Morgan Chase December 1997 - January 2006
The Prudential Assurance Co. Ltd. 1988 - 1992
Skills
Investments, Estate Planning, Risk Management, Consulting, Coaching
Education
College for Financial Planning 1986 — 1986
CFP®, Estate Planning, Financial Planning, Income Tax, Retirement, Investments, Risk Management
The American College 1979 — 1980
CLU, Estate Planning, Business Insurance, Law, Economics
Eastern Kentucky University 1971 — 1975
BS, Recreation Administration
JP Morgan Chase 2011 - Present
LoPresti's Metropolitan Appraisal, Inc. 2001 - Present
Amtrust Bank/New York Community Bank 2009 - 2011
JP Morgan Chase April 2001 - May 2002
Education
Cleveland State University 1993 — 1996
Math/Urban Studies
Momentum Nutrition LLC July 2012 - Present
JP Morgan Chase August 2011 - Present
JPMorgan Chase November 2009 - August 2011
Emergency Response Telecommunications February 2005 - November 2009
Skills
Computer Literate, Series 6, Series 63, Cash Management, Cash Flow, Commercial Lending, Small Business Lending, Retail Banking, Financial Services, Credit, Business Solutions..., Management, Top-notch Customer..., Business Relationship..., Sales, SBA, Small Business, Consumer Lending, Relationship Management, Branch Banking, Training, Lines Of Credit, Banking, Credit Analysis, Loans, Finance, Cross Selling, Loan Origination, Financial Risk, Residential Mortgages, Business Development, Credit Cards, Entrepreneurship, Customer Retention, Commercial Mortgages, Portfolio Management, Auto Detailing, CRM, Mortgage Lending, Partnerships, Spanish, Weight Training, Leadership, Project Management, Team Building, Financial Analysis, Credit Risk, Investments, Risk Management, Commercial Banking
Education
College of Mount Saint Vincent 2004 — 2009
B.A
LG Fairmont Group October 2014 - Present
AltoCredit Advisors January 2014 - Present
Wells Fargo November 2012 - December 2013
JP Morgan Chase October 2010 - October 2012
Skills
Customer Service, Leadership, Bilingual-Spanish, Coaching, Series 6, Series 63, Life Insurance, Health Insurance, Consumer Lending, Small Business Lending, Financial Services, Strategic Financial..., Notary Public, Sales Management, credit expert, Sales Operations, CRM, Credit, Loans, SPSS, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Planning, Finance, Management, Investments, Portfolio Management
Education
College of Mount Saint Vincent 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
College of Mount Saint Vincent 2006 — 2010
Bachelor of liberal arts, Psychology
In Transition August 2014 - Present
American Legion Post 421 2010 - 2015
Sperry Associates Federal Credit Union January 2013 - August 2014
American Defense Systems, Inc August 2008 - January 2013
JP Morgan Chase, 270 Park Ave, New York, NY September 2005 - March 2008
JP Morgan Chase January 2001 - September 2005
US Army & US Army Reserve August 1975 - December 1989
Skills
Administrative..., Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Office Administration, Process Scheduler, Microsoft Office, Outlook, Negotiation, Research, Spreadsheets, Lotus Notes, Management, Leadership, Applied Research, Account Reconciliation, Administration, Administrative..., Scheduling, Project Management, Training, Office Management, Program Management, Project Planning, Logistics, Executive Calendar..., Administrative Support, Word, Excel, Typing
Education
Nassau County Community College 1988 — 2000
Business Administration
College of Lake County 1980 — 1982
Office Technology
US Army Military School 1978 — 1978
Army Training Certificate, Basic Non-Commissioned Officers Academy, Staff Sergeant
JP Morgan Chase April 2008 - December 2012
Bear Stearns & Company December 1979 - April 2008
Skills
Self taught COBOL..., User Testing, process..., Account Reconciliation, Analysis, Back Office, Equities, Fixed Income, Management, Middle Office, Options, Prime Brokerage, Process Improvement, Quality Assurance, Securities, Series 7, Software Documentation, Team Management, Trading Systems, Training, User Acceptance Testing, Financial Services, Settlement
Education
Colgate University
Mathematics
Santander Consumer USA Inc. June 2014 - Present
Southwest Airlines May 2012 - May 2014
CoreLogic September 2010 - July 2011
Source August 2009 - September 2010
ITT Technical Institute 2008 - 2010
JP Morgan-Chase May 2009 - August 2009
Samsung April 2006 - March 2009
Orion Communications May 2005 - April 2006
Avaya March 2000 - September 2005
Avaya July 2003 - February 2005
Skills
Avaya, Cisco Routers, Cisco Technologies, Windows Server, VPN, CCNA, Network Design, Network Security, VLAN, Technical Support
Education
ITT Technical Richardson 2008 — 2010
AAS, Computer Networking System
College of Southern Nevada 1997 — 1998
Diploma, Computer Technology/Computer Systems Technology
Nagel Rice, LLP November 2008 - Present
Budd Larner September 2007 - November 2008
JP Morgan Chase 2004 - 2004
Skills
Civil Litigation, Commercial Litigation, Litigation, Personal Injury, Complex Litigation, Medical Malpractice, Class Actions, Legal Research, Wrongful Death, Personal Injury..., Arbitration, Product Liability, Appeals, Trials, Dispute
Education
Seton Hall University School of Law 2004 — 2007
J.D.
Colgate University 1998 — 2002
B.A., Economics, Computer Science
Flagstar Bank March 2015 - Present
Fifth Third Bank December 2013 - April 2014
JP Morgan Chase 1995 - 2005
Standard Federal Bank / InterFirst Wholesale Mortgage 1985 - 1995
Standard Brokerage Services 1983 - 1985
Skills
FHA, Loans, Marketing, Credit, Real Estate, Loan Origination, Mortgage Banking, Mortgage Lending, FHA financing, Residential Mortgages, USDA, Refinance, VA loans, Banking, Investment Properties, Underwriting, First Time Home Buyers, Credit Analysis, Finance, Mortgage Underwriting, Reverse Mortgages, VA Loans, FHA Financing
Education
Eastern Michigan University
Business Administration and Management, General
College for Financial Planning 1980 — 1983
Certified Financial Planner - CFP, Finance
Progressive Insurance May 2007 - Present
AmTrust Bank July 2005 - May 2007
Ohio Savings Bank October 2003 - July 2005
Chase Manhattan Mortgage Corporation 1997 - 2003
JP Morgan Chase 1997 - 2003
Skills
Business Analysis, Management, Project Management, Vendor Management, SDLC, Information Technology, PMP, Process Improvement, Requirements Gathering
Education
Cleveland State University 1990 — 1995
JP Morgan Chase July 1996 - Present
KeyBank August 1991 - July 1996
KeyBank August 1988 - August 1991
Skills
Loans, Banking, Treasury Management, Debt Restructuring, Commercial Lending, Middle Market, Commercial Banking, Credit Analysis, Small Business Lending, Credit, Portfolio Management, Underwriting, Capital Markets, Valuation, Financial Analysis
Education
Cleveland State University 1990 — 1993
Masters Degree, Accounting and Financial information Systems
Miami University 1984 — 1988
Bachelor of Science in Business, Finance
St. Ignatius High School 1980 — 1984
Marathon Oil Corporation August 2010 - Present
Spark Energy October 2008 - August 2010
JP Morgan Chase November 2005 - October 2008
Morgan Stanley May 2003 - November 2005
Prudential Securities, Newark, NJ December 2001 - May 2003
Hong Kong Shanghai Bank (HSBC), New York March 2000 - December 2001
Bear Stearns and CO. Inc., Whippany, NJ. April 1998 - March 2000
Merrill Lynch & Co. Inc., New York June 1996 - April 1998
FACT Ltd., Cochin, India January 1993 - May 1996
Skills
ASP.NET, C#, Web Development, Visual Studio, Web Services, AJAX, JavaScript, SQL Server, Sybase, Oracle, PL/SQL, T-SQL, Data Modeling, Database Development, Database Design, SSRS, VSS, TFS, IIS, Business Analysis, XML, XSL, Visio, .NET, SSIS, WCF, WPF, MS Project, LINQ, Databases, ASP.NET MVC, SQL, Agile, VB.NET, Microsoft SQL Server
Education
Cochin University of Science and Technology 1988 — 1993
BSME - Honors, Mechanical Engineering major, Computer science minor.
St. George's Catholic High School, Kaipuzha, Kottayam, Karala, India 1976 — 1988
High School Diploma, Maths, Physics, Chemistry, Biology, English, Literature, School valedictorian
Kite Realty Group September 2014 - Present
Cowden Humphrey Co., LPA December 2011 - September 2014
Private law practice October 2009 - November 2011
General Growth Properties March 2006 - October 2009
JP Morgan Chase July 2001 - February 2006
Private Law Practice June 1995 - July 2001
Cleveland Area Board of Realtors 1990 - 1995
Cleveland Area Board of Realtors 1990 - 1995
Skills
Litigation, Civil Litigation, Landlord, Real Estate, Leases, Contract Negotiation, Due Diligence, Real Estate Transactions, Legal Research, Negotiation, Legal Writing, Tenant, Corporate Law, Real Estate Development, Legal Assistance, Legal Issues, Commercial Real Estate, Landlords, Property Law, Dispute Resolution
Education
Cleveland State University - Cleveland-Marshall College of Law 1990 — 1994
JD Magna Cum Laude, Juris Doctor
The Ohio State University 1978 — 1981
BA, Art History & Liberal Arts
Jagiellonian University
Jagiellonian University
The Pinnacle Corporation July 2015 - Present
JP Morgan Chase May 2012 - March 2013
JP Morgan Chase August 2010 - May 2012
JP Morgan Chase August 2010 - May 2012
Ohio Savings Bank / New York Community Bank May 2001 - January 2008
Skills
Corporate Communications, Social Media Marketing, Mobile Marketing, Management, Google Analytics, Banking, Financial Services, Risk Management
Education
Cleveland State University 2008 — 2009
BA, Journalism and Promotional Communications
The University of Texas at Arlington 2014 — 2015
Certificate, Social Media Marketing
UNITE HERE HEALTH January 2015 - Present
Intertek January 2012 - December 2014
Blue Cross Blue Shield of Illinois February 2011 - April 2012
JP Morgan Chase November 2010 - February 2011
Blue Cross August 2008 - November 2010
Fiserv January 2006 - August 2008
Skills
Business Analysis, SDLC, Vendor Management, Requirements Analysis, Visio, Software Documentation
Education
DePaul University 2009 — 2010
Masters Science, Information Systems
Devry University 2004 — 2008
Bachelors Science, Business Administration
College of DuPage 2001 — 2004
Associates Degree, Business
Omni Systems March 2012 - Present
JP Morgan Chase August 2011 - December 2011
NASA Glenn Research Center June 2007 - July 2011
PPG Industries June 1995 - June 2007
Skills
MCSE, Disaster Recovery, Active Directory, TCP/IP, CNE, Cisco, LAN/WAN, Microsoft Certified..., Interoperability, Voice Networks, Data Communication, Novell Netware, NDS Security, DNS administration, ASP, VBScript, C, HTML, u, Visual Basic, VMware, Systems Engineering, MRP, JIT, WIP, Inventory Control, Software Installation, Contingency Planning, Network Security, Team Management, Team Leadership, System Administration, Systems Analysis, Hardware Architecture, Risk Analysis, Industrial Engineering, Mechanical, Fotune 500, Fortune 50, fortune 100, Fortune 1000
Education
Cleveland State University 1981 — 1985
Bachelor of Science in Mechanical Engineering, Mechanical Engineering
Cleveland State University 1980 — 1984
MS ME,IE, Pizza
Karr Tuttle Campbell July 2014 - Present
Lewis Brisbois Bisgaard & Smith LLP July 2013 - July 2014
Gonzalez Saggio & Harlan LLP July 2012 - June 2013
Microsoft Corporation February 2008 - January 2011
JP Morgan Chase January 2005 - February 2008
Fadell, Cheney & Burt, L.L.P. May 2002 - December 2003
VanCott, Bagley, Cornwall & McCarthy May 1998 - October 2001
The White House April 1994 - September 1994
Skills
Intellectual Property, Licensing, Corporate Law, Due Diligence, Negotiation, Legal Writing, Commercial Litigation, Legal Research
Education
Seattle Pacific University - School of Business and Economics 2004 — 2005
MBA
University of Utah S.J. Quinney College of Law 1997 — 2000
J.D.
University of Southern Maine 1995 — 1997
MA
Colby College 1991 — 1995
BA
Goldman Sachs July 2014 - Present
Goldman Sachs July 2012 - June 2014
Goldman Sachs June 2011 - August 2011
JP Morgan Chase June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Microsoft Word, Investment Banking, Research, Finance, Economics
Education
Colgate University 2008 — 2012
B.A., Economics
St. Charles Preparatory School 2004 — 2008
United Way of New York City January 2015 - Present
United Way of New York City April 2014 - January 2015
Penguin Random House April 2012 - April 2014
Bedford/St. Martin's (Higher education textbook publisher) September 2011 - April 2012
@properties August 2010 - June 2011
Skokie Park District June 2010 - August 2010
College of the Holy Cross September 2009 - March 2010
United Way of Central Massachusetts June 2008 - August 2008
JP Morgan Chase June 2007 - August 2007
Skills
Editing, Facebook, Community Outreach, Publishing, PowerPoint, Leadership, Outlook, Books, Microsoft Word, Microsoft Excel, Copy Editing, Proofreading, Social Media, Newsletters, Editorial, Publications
Education
New York University School of Continuing and Professional Studies 2013 — 2013
Professional Certificate, Copyediting and Proofreading
Columbia University - Graduate School of Journalism 2011 — 2011
Columbia Publishing Course (Continuing Education - Professional Certificate), Book, Magazine, and Digital Media Publishing
College of the Holy Cross 2006 — 2010
Bachelor of Arts Honors, English
University of St. Andrews 2008 — 2009
English
Regina Dominican High School 2002 — 2006
High School Diploma
GE Capital June 2014 - Present
JP Morgan Chase December 2010 - September 2013
All The Difference October 2009 - December 2010
Metavante August 2003 - February 2009
Lexcom Telecommunications November 2001 - August 2003
Tellabs 1999 - 2001
KeHE Distributors Inc 1997 - 1999
S&H Citadel 1997 - 1999
Skills
Process Improvement, CRM, Vendor Management, Customer Service, Project Management, Business Analysis, Training, Team Leadership, Management, Relationship Management, Account Management, Business Process..., Change Management, Sales, Quality Assurance, Team Building, Program Management, Microsoft Office, Call Centers, Leadership, Performance Management, Applicant Tracking..., Call Center, Card Plastic Programs, Debit Card Programs
Education
College of DuPage 1995 — 1996
Accounting / Business
Romeoville High 1989 — 1993
Proficio Mortgage Ventures, LLC July 2014 - Present
Goldstar Financial March 2013 - January 2014
JP Morgan Chase October 2010 - March 2013
Adelio's Contracting Co. February 2010 - October 2010
New York Community Bank (Ohio Savings Bank/Amtrust Bank) January 2004 - September 2010
New York Community Bank (Ohio Savings Bank/Amtrust Bank) August 2000 - January 2004
Skills
Banking, Mortgage Banking, Human Resources, Training, Leadership, Mortgage Lending, Diversity & Inclusion, Retail Banking, Risk Assessment, Financial Risk, Psychology, Social Networking, Social Skills, Employment Law, Labor Relations, Credit, Credit Risk, Credit Analysis, Appraisals, Customer Service, Residential Mortgages, Mortgage Underwriting, Underwriting, Fannie Mae, Titles, Self-Employed Borrowers, Mortgage Insurance
Education
Cleveland State University 2008 — 2011
Master's degree, Human Resources Management and Labor Relations, 3.5 GPA
Cleveland State University 2004 — 2008
Bachelor of Arts (B.A.), Psychology, 3.19 GPA
Adecco Group March 2012 - July 2012
Shomaker Day Care July 2011 - April 2012
Genentech February 2006 - June 2011
JP Morgan Chase December 2000 - January 2006
Newcourt Financial 1997 - 2000
Skills
Salesforce.com, Customer Service, Outlook, Sales, Team Leadership, Team Building, Call Center, Access, Process Improvement, Call Centers, Management, Cross-functional Team..., Healthcare, CRM, Contract Negotiation, Training, Leadership, Contract Management, Software Documentation
Education
Canada College, Redwood City, CA
Paralegal
College of San Mateo
Accounting
Wolk Financial Management July 2006 - Present
Haar Capital Management July 2006 - August 2015
Smith Barney April 2004 - July 2006
UBS August 2002 - April 2004
JP Morgan Chase July 1994 - March 2002
Yasuda Bank and Trust September 1989 - June 1994
United States Department of State July 1985 - February 1989
Education
College for Financial Planning 2014 — 2015
CRPC, Chartered Retirement Planning Counselor, Retirement Planning
The George Washington University 1985 — 1989
Bachelor's Degree, International Economics
Higgins January 2012 - Present
Custom Staffing of Westchester August 2011 - December 2011
Kelly Law Registry February 2007 - January 2011
Ansell Healthcare September 2005 - June 2006
The Guardian Life Insurance Company of America January 2003 - January 2005
JP Morgan Chase October 1999 - April 2002
Skills
Paralegal, Notary Public, Microsoft Office, Litigation Support, Legal Research, Legal Writing, Legal Assistance, Litigation, Westlaw, Lexis, Outlook, Commercial Litigation, Recruiting, Mediation, Wordperfect, Civil Litigation, Administrative..., Corporate Law, Corporate Governance, Research, Lotus Notes, PowerPoint
Education
Middlsex County College 2008 — 2008
Certificate, Software Technology-Microsoft Office Certification
New York University 1990 — 1990
Paralegal Certificate (ABA approved), Paralegal Studies
College of Mount Saint Vincent 1974 — 1978
BS, Health Education
JP Morgan Chase November 2009 - Present
Fifth Third Bank October 2007 - October 2008
Key Bank April 2007 - October 2007
AmTrust Bank May 2001 - April 2007
AmTrust Bank 2001 - 2007
Ohio Savings Bank 2001 - 2007
Skills
Mortgage Lending, Financial Services, Financial Risk, Mortgage Banking
Education
Kent State University 2009 — 2009
Business Security
Cleveland State University 1989 — 1991
Business
Lakeland Community College 1985 — 1989
Associates, Business Management
State Farm Insurance May 2010 - Present
JP Morgan Chase October 2009 - April 2010
Education
Coastal Carolina University 2005 — 2009
Bachelor of Science, Finance, Accounting, Business Administration
JPMorgan Chase May 2015 - Present
JPMorgan Chase May 2012 - Present
JP Morgan Chase November 2010 - May 2012
HSBC August 2005 - July 2010
HSBC January 2004 - August 2005
Household International May 2002 - January 2004
Infinity Resources, Inc January 2000 - May 2002
Playboy Enterprises, Inc. January 1999 - January 2000
Skills
Credit Analysis, Auditing, Banking, Consumer Lending, Credit, Customer Service, Loans, Management, Mortgage Lending, Quality Assurance, Training, Underwriting
Education
Elmhurst College 2005 — 2008
Bachelors, Business Management
College of DuPage 1999 — 2001
Associates, General Ed
Quicken Loans July 2015 - Present
Wells Fargo Home Mortgage November 2012 - Present
JP Morgan Chase November 2009 - November 2012
Skills
Banking, Customer Service, Mortgage Lending, Data Analysis, Process Improvement, Financial Services, Risk Management, Mortgage Banking, Loans, Leadership, Microsoft Office, Outlook, Credit, Mortgage Servicing, Analysis, Management, Credit Analysis, Training, Microsoft Excel, Business Analysis, Job Coaching, Mortgage Underwriting, Call Centers, Access, Loan Servicing, Insurance, Finance, Financial Analysis
Education
Francis Marion University 2005 — 2009
Bachelor of Business Administration (BBA), Marketing
Coastal Carolina University 2004 — 2005
Marketing
CARTASITE April 2015 - Present
ABUTEC Industries, Inc. October 2014 - March 2015
Integra October 2013 - October 2014
CenturyLink October 2012 - October 2013
CCFY, LLC September 2010 - July 2012
Denver Country Club March 2005 - September 2010
JP Morgan Chase July 2004 - March 2005
Skills
Marketing, Strategic Planning, Customer Service, Budgets, Event Planning, Account Management, Team Building, Marketing Strategy, Event Management, Sales, Public Speaking, Social Media, Retail, Management, Forecasting, Training
Education
Colby-Sawyer College 1994 — 1998
Bachelor of Science (B.Sc.)
Colby-Sawyer College 1994 — 1998
AUGMENTe TechStudio LLC March 2013 - Present
JP Morgan Chase October 2003 - March 2013
Verizon November 2002 - October 2003
Kaiser Permanente February 2002 - November 2002
AllBusiness.com March 2001 - January 2002
Flutter January 2000 - March 2001
SAI Systems October 1998 - December 1999
Skills
Solution Architecture, Risk Management, Software Project..., SOA, Enterprise Architecture, Requirements Analysis, SDLC, Agile Methodologies, UML, Web Services, XML, Integration, Software Development, Business Analysis, SQL, Java, Architecture, XSLT, Java Enterprise Edition, Unix
Education
University of Pune 1997 — 1998
MCM, Master Of Computer Management
Coimbatore Institute of Technology 1992 — 1996
BE, EEE ( Electrical And Electronics)
JP Morgan Chase Commercial Bank Technology ManagerJPMorgan ChaseAugust 1989 - Present
Skills
SDLC, Data Warehousing, Vendor Management, Business Analysis, Integration, Banking, Visio, Risk Management, Financial Services, IT Strategy, Requirements Gathering, Business Requirements, Management, IT Management, Disaster Recovery, Program Management, Business Intelligence, Software Project..., Process Improvement, Requirements Analysis, Change Management, Commercial Banking
Education
Northern Illinois University 1986 — 1989
Bachelors, Computer Science
College of DuPage 1985 — 1986
Associate of Arts (AA), Fine/Studio Arts, General
Merrill Lynch - Global Wealth Management March 2012 - Present
Merrill Lynch - Global Wealth Management May 2010 - Present
Merrill Lynch - Global Wealth Management September 2009 - Present
Oasis Bank January 2008 - June 2009
JP Morgan Chase September 2007 - January 2008
Washington Mutual, Inc. May 2003 - August 2007
Barclays July 1997 - September 2002
Bancafe International March 1993 - June 1997
Skills
Portfolio Management, Series 7, Financial Modeling, Private Equity, Valuation, Financial Analysis, Strategy, Forecasting, Capital Markets, Strategic Planning, Finance, Fixed Income, Mergers, Banking, Management, Credit Analysis, Mergers & Acquisitions, Investment Strategies, Wealth Management, Corporate Finance, Executive Management, Mutual Funds, Securities, Investment Banking, Investment Advisory, Commercial Banking, Emerging Markets, Trading, Relationship Management, Series 63, Retirement, Insurance, Credit, Financial Advisory, Financial Services, Derivatives, Loans, Bonds, Equities, Asset Allocation, Alternative Investments, Asset Management
Education
College for Financial Planning 2011 — 2012
Chartered Retirement Planning Counselor
University of Miami 1994 — 1995
MBA
Colegio de Estudios Superiores de Administración 1987 — 1991
Bachelors
Gimnasio Campestre 1982 — 1986
High School Diploma
PNC March 2010 - Present
Leadership Lake County 2011 - 2011
JP Morgan Chase September 2009 - March 2010
Mentor Area Chamber of Commerce 2010 - 2010
Learning About Business 2006 - 2010
KeyBank 2006 - September 2009
MBNA September 2002 - February 2006
Skills
Banking, Credit, Consumer Lending, Loans, Credit Analysis, Commercial Banking, Commercial Lending, Branch Management, Retail Banking, Credit Cards, Branch Banking
Education
Cleveland State University 2002 — 2005
BBA, Finance
Lake Erie College
Lake Erie College
McCormick Place January 2013 - Present
ExpeData Digital Solutions November 2005 - December 2012
Standard Register 2005 - 2007
JP Morgan Chase 2003 - 2005
JPMC 2003 - 2005
Bank One 2003 - 2005
Hudson Highland Group 2003 - 2005
JPMorgan Chase 2003 - 2005
The Options Clearing Corporation 2003 - 2003
Tek Systems 2003 - 2003
Skills
Windows Server, XP, VMware, Visio, Microsoft Exchange, MS Project, XML, Blackberry Enterprise..., Blackberry, Windows Vista, Outlook, RDP, Cisco VoIP, Windows Mobile, Windows 7, Active Directory, Vendor Management, Troubleshooting, Microsoft SQL Server, System Deployment, Requirements Analysis, Training, Management, Cloud Computing, Project Management, Databases, Technical Support, Visual Basic, Integration, Customer Service
Education
Keller Graduate School of Management of DeVry University 2009 — 2010
MBA
DeVry University 2007 — 2009
Bachelors of Technical Management, Information Technology
College of DuPage 1990 — 2005
Associates of Science, Information Technology
JP Morgan Chase VPJPMorgan Chase1993 - Present
Education
Princeton University 1974 — 1976
Politics, International Relations, Political Philosophy
Colgate University 1969 — 1973
JPMorgan Chase June 2011 - Present
JP Morgan Chase September 2009 - June 2011
WaMu / JPMorgan Chase March 2003 - July 2009
PACTT Learning Center September 1995 - March 2002
Pallotta TeamWorks 2002 - 2002
Skills
Mortgage Lending, Mortgage Banking, Banking Technologies, Quality Center, Database Design, Database Administration, Access Database, Help Desk Support, Technical Support, Employee Training, Project Planning, Credit
Education
College of DuPage
Computer Information Science
Oakton Community College
Triton-College
Wells Fargo & Co. 2011 - Present
Wells Fargo Consumer Credit Group April 2003 - December 2007
JP Morgan Chase January 2002 - April 2003
GMAC June 1998 - September 2001
Wells Fargo Bank December 1990 - June 1998
Great American 1976 - 1990
Skills
Mortgage Lending, Credit, Consumer Lending, Loans, Mortgage Banking, Banking, Underwriting, Refinance, Credit Analysis, Finance, Loan Origination, Management, Residential Mortgages
Education
University of Phoenix 2003 — 2006
BS, Business Management
Coleman College 2001 — 2003
Networking
kelsey jenny 2001 — 2002
certificate, networking
Credit Suisse February 2011 - Present
JP Morgan Chase October 2006 - January 2011
Hill, Holliday Advertising January 2005 - October 2006
Education
Colgate University 1999 — 2003
BA, english, spanish
Belmont Hill School 1994 — 1999
TD Ameritrade January 2015 - Present
JP Morgan Chase May 2009 - April 2014
AXA Equitable August 2006 - March 2009
North Track Funds January 2006 - June 2006
Aquila Investment Management September 1998 - June 2005
New York Life Insurance Company 1994 - 1996
Skills
Investments, Relationship Management, Series 7, Series 63, Securities, Loans, Strategic Financial..., Life Insurance, Series 65, Equities, Asset Allocation, Fixed Annuities, Financial Services, Insurance, Mutual Funds, Wealth Management, Financial Analysis, Uniform Combined State..., Customer Satisfaction, Financial Advisory, Competitive Analysis, Risk Management, Sales, Capital Markets, Financial Planning, Variable Annuities, FINRA, Credit, Microsoft Office, Retirement Planning, Sales Operations, Portfolio Management, Investment Strategies, Microsoft Excel, Investment Advisory, Hedge Funds, Analysis, Finance, IRAs, Series 6, Small Business Lending, Bonds, Retirement, 401k
Education
College of Mount Saint Vincent 1989 — 1993
JP Morgan Chase June 2008 - Present
Bear Stearns October 1999 - June 2008
Accession Technologies LTD, November 1998 - October 1999
AkzoNobel April 1991 - October 1999
MTI Vacations April 1990 - March 1991
Tellabs May 1981 - April 1990
Skills
Technical support for..., Disaster Recovery, Servers, Data Center, Troubleshooting, Operating Systems, Security, TCP/IP, Microsoft Exchange, Technical Support, Networking, Hardware, Software Installation, Help Desk Support, Program Management, Apache, Management, .NET, Java, Computer Security, SAP, Bloomberg, Private Equity, Valuation, Equities, Fixed Income, Capital Markets, Financial Modeling, Derivatives, Hedge Funds, Investment Banking
Education
College of DuPage 1979 — 1981
Computer Science
Elmhurst College 1978 — 1979
General Studies
Orange Twp Board of Education September 2008 - Present
JP Morgan Chase August 1998 - August 2008
Key Bank September 1985 - April 2006
Skills
Leadership Development, Customer Service, Team Building, Event Planning, Small Business, Community Relations
Education
Cleveland State University 2009 — 2012
Masters, Education
Notre Dame College 1992 — 1998
BA, Business Management
CCI July 2011 - Present
IBM 2002 - 2011
JP Morgan Chase 1999 - 2001
Skills
JavaScript, Java, Microsoft SQL Server, C#, Sybase, SaaS, jQuery, Business Intelligence, HTML, CSS, Business Analysis, Project Management, IT Strategy, MS Project, ERP
Education
Cleveland State University 1997 — 1998
Master's degree, Computer and Information Sciences
U.S. Legal Support, Inc. December 2014 - Present
Veritext Legal Solutions December 2012 - December 2014
Ricoh Americas Corporation November 2010 - December 2012
De Novo Legal (Acquired by Epiq Systems, Inc.) February 2010 - October 2010
Clark Hill PLC March 2009 - March 2009
Low-Income Taxpayer Clinic Valparaiso University Law Clinic August 2008 - December 2008
Bose McKinney & Evans LLP May 2007 - August 2007
JP Morgan Chase January 2006 - May 2006
JPMorgan Chase August 2002 - August 2005
Skills
Advertising, Employee Benefits, Salesforce.com, Solution Selling, Private Equity, Training, Accounting, New Business Development, Sales Management, Interviews, Investments, Selling, Nonprofits, Legal Research, Social Media, Public Relations, Business Development, Marketing, Securities, Editing, Financial Markets, Social Networking, Account Management, Executive Management
Education
Valparaiso University School of Law 2005 — 2008
J.D., Law
Colgate University 1998 — 2002
B.A., Economics
Episcopal High School (Alexandria, VA) 1994 — 1998
OppenheimerFunds November 2014 - Present
OppenheimerFunds June 2011 - October 2014
AXA Distributors September 2006 - February 2011
AXA Distributors December 2004 - September 2006
JP Morgan Chase December 2003 - November 2004
Citicorp Investment Services January 2002 - December 2003
Citicorp Investment Services July 2000 - January 2002
Skills
Alternative Investments, Series 7, Leadership, Business Relationship..., Project Management, Market Research, 401k, Series 63, Mutual Funds, Fixed Annuities
Education
College for Financial Planning 2009 — 2009
CRPC, Chartered Retirement Planning Counselor
University of Pennsylvania - The Wharton School 2009 — 2009
CIMA, Certified Investment Management Analyst
Quinnipiac University - School of Business 1995 — 1999
BS, Marketing
JP Morgan Chase January 2010 - Present
JP Morgan Chase May 2009 - January 2010
Harris Bank 2006 - 2007
Harris Bank. 2003 - 2006
Harris Bank. 2001 - 2003
Bank One 1999 - 2001
First Chicago NBD 1992 - 1999
The First National Bank of Chicago 1987 - 1992
The First National Bank of Chicago 1984 - 1987
Skills
Loans, Credit, Analysis, Compliance, Underwriting, Mortgage Industry, Policy & Procedures, Banking, Reporting, Financial Reporting, Documentation, Mortgage, Process Improvement, Policy, Business Analysis, Mortgage Lending, Vendor Management, Business Process, Software Documentation, FHA, Auditing, Risk Management, Management, Portfolio Management
Education
Chicago Deming Association 2009 — 2009
Six Sigma Masters Program, Six Sigma Green Belt Training
Northern Illinois University 1979 — 1981
BS, Finance
College of DuPage 1977 — 1979
AA, Accounting
Capital One August 2014 - Present
Capital One April 2013 - Present
Wells Fargo June 2011 - April 2013
JP Morgan Chase June 2008 - August 2011
The Conti Group August 2006 - March 2008
Millennium bcpbank February 2005 - August 2006
Skills
Contract Management, Leadership, Training, Customer Service, Project Management, Process Improvement, Team Building, Microsoft Office, Analysis, Management, Banking, Budgets, Sales, Human Resources, Purchasing, Negotiation, Time Management
Education
University of Notre Dame - Mendoza College of Business 2013 — 2014
Master's degree, Executive Leadership and Negotiations
College of Saint Elizabeth 2000 — 2005
BS/MS, Marketing and Management
st vincent academy 1996 — 2000
high school, high school
Commonwealth of Massachusetts January 2008 - Present
Commonwealth of Massachusetts January 2008 - Present
JP Morgan Chase July 2005 - January 2008
CSC March 2004 - 2005
Skills
Agile Methodologies, Oracle, Requirements Analysis, SQL
Education
Cleveland State University 2001 — 2003
Computer
Osmania University
Efinancial January 2010 - Present
America Direct / Fidelity Life Association March 2008 - December 2009
America Direct /Fidelity LIfe Association September 2005 - March 2008
JP Morgan Chase August 2002 - September 2005
Zurich Life Insurance November 1999 - August 2002
Skills
Insurance, Selling, Fixed Annuities, Sales Process, B2B, Life Insurance, Marketing Strategy, Business Development, Training, Direct Sales, Sales, Team Leadership, Salesforce.com, Coaching, Relationship Management, Sales Presentations, Underwriting, Strategy, Sales Management, Property & Casualty..., Leadership, Term Life Insurance, New Business Development, Health Insurance, Sales Operations, Cold Calling, Employee Benefits, Call Centers, CRM, Customer Service, Account Management, Team Building, Disability Insurance, Contract Negotiation, Marketing, Negotiation, Building Relationships, Management, Strategic Planning
Education
College of DuPage 2003 — 2004
Larkin High School 1986 — 1992
Macys November 2014 - Present
Bank of the West September 2013 - November 2014
JPMorgan Chase November 2011 - September 2013
JP Morgan Chase March 2010 - November 2011
JPMorgan Chase September 2003 - March 2010
Lycos Inc January 2001 - February 2003
Vehicle Inspection Services Inc 2003 - 2003
Skills
SOA, EAI, Process Improvement, Agile Methodologies, Applications..., Software Development, Enterprise Architecture, Application Architecture, Spring, Spring Webflow, Drools, Rules Engines, ESB, Windows Phone, iOS, Android Development, Windows 8 Development, SQL, Java, Databases, SDLC, Oracle, Requirements Analysis, Software Project..., Microsoft SQL Server, Business Analysis, Java Enterprise Edition, Enterprise Software, Vendor Management, Web Services, Data Modeling, Project Management, XML, Integration
Education
Cleveland State University 1999 — 2000
Master's degree, Computers and Information Sciences
Osmania University 1994 — 1998
Bachelors, Food Science and Technology
KYCK inc 2015 - Present
Block RF & Associates, LLC 2012 - Present
SocialRest 2014 - 2015
JP Morgan Chase 2010 - 2012
State Street 2008 - 2010
United States Department of Justice 2007 - 2008
Skills
Fund Accounting, Investments, Financial Analysis, Financial Modeling, Bloomberg, Equities, Hedge Funds, Fixed Income, Valuation, Finance, Financial Reporting, Strategy, Mergers & Acquisitions, Portfolio Management, Financial Services, Management, Social Media, Social Media Marketing
Education
College of the Holy Cross 2003 — 2007
BA
Marquette University High School (WI) 1999 — 2003
Cuyahoga Community College November 2013 - Present
TTI Floor Care North America October 2012 - November 2013
Cuyahoga Community College July 2010 - October 2012
Ernst & Young January 2008 - July 2010
JP Morgan Chase June 2006 - August 2007
Skills
HR Transformation, Project Management, Employee Relations, Process Improvement, Compensation, Business Analysis, Change Management, HRIS, PeopleSoft, PeopleAdmin, Data Analysis, Policy, Personnel Management, Deferred Compensation, Leadership, Human Resources, Employee Benefits
Education
Cleveland State University
Masters
Wittenberg University
BA
Bank of America - Merrill Lynch February 2014 - Present
Bank of America - Merrill Lynch August 2011 - Present
JP Morgan Chase February 2011 - August 2011
Barclays Capital December 2010 - January 2011
Tata Consultancy Services January 2010 - September 2010
Tata Consultancy Services March 2007 - December 2009
Tata Consultancy Services June 2005 - February 2007
Education
Coimbatore Institute of Technology 2001 — 2005
Bachelor of Engineering, Electrical & Electronics
New York University - Leonard N. Stern School of Business
JP Morgan Chase December 2009 - Present
Northwestern Mutual Financial Network March 2008 - December 2009
Sequoia Union High School District August 2006 - March 2008
BioCentury Publications May 2004 - August 2006
Education
Lake Forest College 2003 — 2005
Bachelor of Art, Philosophy
College of San Mateo 1999 — 2002
Associate of Art, Liberal Studies
Aragon High School 1995 — 1999
CIT Group Inc January 2008 - August 2008
BNP Paribas Rcc 2000 - 2007
JP Morgan Chase 1999 - 2000
Skills
Visio, Business Requirements, SDLC, Requirements Analysis, Business Intelligence, Requirements Gathering, Business Analysis, Data Modeling, User Acceptance Testing, ETL, Enterprise Architecture, Agile Methodologies, Data Warehousing, Software Project...
Education
College of Engineering Pune
Bachelor Of Computer Engineering
Nationstar Mortgage June 2014 - July 2015
Nationstar Mortgage June 2012 - June 2014
JP Morgan Chase October 2010 - June 2012
Fannie Mae October 2008 - October 2010
Macquarie Bank March 2007 - October 2008
NetBank April 2002 - January 2007
RBMG (Acquired by NetBank) June 2000 - April 2002
AmSouth Bank January 1998 - June 2000
Barnett Banks January 1988 - February 1998
Lockheed Space Operations May 1987 - January 1988
Skills
Leadership, Financial Data..., Portfolio Management, Business Strategy, Data Management, Business Intelligence, Management System, Risk Management, Financial Services, Mortgage Banking, Capital Markets, Finance, Executive Financial..., Financial Risk, Banking, Strategic Planning, Credit, Strategy, Business Analysis, Business Analysis..., Data Governance, Loans, Business Development, Vendor Management, Loan Origination, Underwriting, Mortgage Lending, Sales, Forecasting, Real Estate, Executive Management
Education
College of Charleston 1982 — 1986
BS, Mathematics
LightStream a Division of Suntrust August 2012 - Present
ProCareIT Solutions January 2008 - Present
Awarepoint November 2009 - August 2012
JP Morgan Chase October 2009 - October 2009
HSBC Technology and Services November 2004 - December 2008
HSBC Auto Finance October 2000 - October 2004
Household International August 1999 - September 2000
Skills
Active Directory, Cisco Technologies, Disaster Recovery, Windows Server, Network Security, Virtualization, Troubleshooting, IT Management, Security, HP, Wireless Networking, LifeSize Video..., Mitel 3300, Linux, Office 365, Centrify, Networking, Microsoft Technologies, Windows 7, Technical Support, Red Hat Linux, Visio, Firewalls, VMware ESX, VMware, Microsoft Exchange, Citrix, Group Policy, Wireless, VPN, Routers, DNS, Data Center, Integration, Telecommunications, Hardware, TCP/IP, WAN, Servers, Information Technology, SAN, Switches, DHCP, Software Documentation
Education
University of Phoenix 2002 — 2005
Bachelors, Information Technology
Coleman College 2000 — 2002
Associates, Computer Applications and Networks
JP Morgan Chase June 2010 - Present
Aurora Bank FSB August 2007 - June 2010
Aurora Loan Services 2007 - June 2010
Lehman Brothers Bank August 2007 - 2009
JP Morgan Chase March 1985 - August 2007
JPMorgan Chase 1985 - 2007
JP Morgan Chase 1985 - 2007
Chase Home Finance 1985 - 2007
The Chase Manhattan Bank 1985 - 2007
Margaretten & Company 1985 - 1990
Education
Colgate University 1971 — 1975
JPMorgan Chase January 2013 - Present
JP Morgan Chase October 2010 - January 2013
FDIC December 2009 - May 2010
AmTrust Bank August 2001 - December 2009
Skills
Loans, Mortgage Lending, Credit, Mortgage Banking, Banking, Credit Analysis, Loss Mitigation, Underwriting, Loan Origination, Finance, Refinance, Residential Mortgages, Consumer Lending, Mortgage Underwriting, Credit Risk, Real Estate Financing, Home Equity Loans, Home Equity Lines of..., Investment Properties
Education
Cleveland State University
Bachelor of Arts (B.A.), Economics
Program Management Professionals, LLC January 2010 - Present
RBS November 2008 - December 2009
UBS 2006 - 2008
GMAM 2005 - 2005
Barclays Capital 2003 - 2004
JP Morgan Chase 2002 - 2003
GE Capital 1999 - 2002
AT&T 1996 - 1998
Crawford & Company 1994 - 1996
US Treasury 1992 - 1994
Skills
Program Management, Change Management, Process Improvement, PMP, Management Consulting, Strategy, Project Management, Portfolio Management, Business Strategy, Leadership, Training, Management, Business Process, Project Planning, Strategic Planning, PMO, Consulting, Budgets, Telecommunications, Forecasting, Coaching, Enterprise Software, Business Analysis, Product Development, IT Strategy
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2014
Doctorate, Business
Mercer University - Stetson School of Business and Economics 1996 — 1998
Masters of Science, Technology Management
College of Charleston 1992 — 1995
Bachelors of Science, Business Administration
Aon 2008 - 2011
JP Morgan Chase 2009 - 2010
Best Buy 2000 - 2005
Skills
Technical Support, Active Directory, SQL, SDLC, Microsoft SQL Server, Disaster Recovery, Business Analysis, ITIL, Windows Server, Requirements Analysis, Servers, Oracle, Vendor Management, Visio, Unix, Windows 7, Troubleshooting
Education
College of DuPage
Investors Economic Assurance, LLC June 2015 - Present
Citi Private Bank 2002 - May 2015
JP Morgan Chase 1999 - 2002
JPMorgan Chase 1996 - 1999
JPMorgan Chase 1994 - 1996
JPMorgan Chase 1987 - 1994
Skills
Financial Services, Management, High Net Worth..., Investments, Risk Management, Project Management, Private Banking, Hedge Funds, Securities, Securities Lending, Trust Services, Banking, Family Office, Alternative Investments, Financial Markets, Fixed Income, Wealth Management, Equities, Asset Management, Portfolio Management
Education
College of the Holy Cross
Bachelor of Arts (B.A.), Economics
St. Francis Prep
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance
REologie Commercial Real Estate Advisors April 2015 - Present
Guaranteed Rate June 2014 - March 2015
JPMorgan Chase June 2009 - May 2014
JP Morgan Chase 2009 - January 2012
ARGENT MORTGAGE COMPANY 2005 - 2009
CITI RESIDENTIAL LENDING 2005 - 2008
Skills
CRM, Mortgage Lending, Mortgage Banking, FHA, Sales, Loans, Credit, Loan Origination, Banking, Refinance, Residential Mortgages, Mortgage Underwriting, Mortgage Servicing, Finance, FHA financing, Underwriting, Loan Servicing, Cold Calling, Consumer Lending, Customer Service, Credit Risk, First Time Home Buyers, Real Estate Financing, Team Building, Management, Government Loans, Training
Education
College of DuPage 1985 — 1987
HireMojo November 2013 - Present
MapFre Insurance March 2012 - July 2013
JP Morgan Chase October 2011 - March 2012
Kohl's (Expect Great Things) January 2010 - September 2011
Wisconsin Department of Justice June 2007 - December 2009
CMC June 2004 - July 2005
Skills
Java Enterprise Edition, Web Services, SQL, Java, Struts, Spring, Hibernate, MyBatis, Agile Methodologies, Databases, Database Design, PL/SQL, Oracle, DB2, Microsoft SQL Server, JMS, IBM Websphere MQ, HTML, XML, AJAX, JavaScript, Visual Basic, jQuery, CSS, JUnit, SOAP, SoapUI, XSLT, IBM Websphere, Oracle Weblogic, Apache Tomcat, IBM iSeries, Pega, UNIX, Unix Shell Scripting, Windows, Servlets, SOA, JSP, WebSphere Application..., Eclipse, Unix, MySQL, Websphere, Tomcat, Spring Framework
Education
Cleveland State University 2005 — 2007
Master of Science (M.S.), Computers & Information Sciences
Jawaharlal Nehru Technological University 2001 — 2005
Bachelor of Technology (B.Tech.), Computer Science Engineering
CS STARS January 2008 - Present
JP Morgan Chase March 2007 - January 2008
Fremont Investment and Loan September 2005 - March 2007
HSBC April 2004 - September 2005
Education
Elmhurst College 1998 — 2000
Bachelors, Business Management, Communications
College of DuPage 1995 — 1998
Associates, Business Management
Purdue University 1995 — 1995
n/a, Engineering
Guild Mortgage Company August 2010 - Present
Trilogy Capital Management October 2009 - August 2010
JP Morgan Chase January 2008 - March 2009
JP Morgan Chase March 2001 - December 2007
Advanta Mortgage June 1997 - March 2001
Soft-Pak September 1996 - June 1997
Jossey-Bass Inc., Publishers June 1996 - September 1996
Pfeiffer & Co (formerly University Associates) June 1980 - June 1996
Education
Coleman College
BS, Information Technology
Villanova University
Certificate, Project Management
Bank of America Merrill Lynch August 2013 - Present
Bank of America Merrill Lynch March 2010 - July 2013
JP Morgan Chase March 2009 - December 2009
America's Growth Capital August 2008 - November 2008
Education
College of the Holy Cross 2004 — 2008
B.A., Economics
JPMorgan Chase May 2011 - Present
JPMorgan Chase May 2009 - May 2011
World Travel Service April 2008 - May 2009
Washington Mutual 2006 - 2007
JP Morgan Chase 2001 - 2006
Skills
Mortgage Servicing, Visio, Business Requirements, Call Centers, Risk Management, SDLC, Requirements Gathering, Loss Mitigation, Process Improvement, Software Documentation, SharePoint, User Acceptance Testing, Access, Business Analysis, Default, Quality Assurance, Record Labels, Banking, Vendor Management, Analysis, Business Intelligence, Business Objects, Business Process, Business Process..., Celebrity Outreach, Data Analysis, Disaster Recovery, Financial Services, Integration, Loan Servicing, MS Project, Mortgage Banking, PMO, Relationship Management, Requirements Analysis, SQL, Systems Analysis, Music Production, Project Portfolio..., Software Project..., Feature Films, Film Criticism, Film Production, Lotus Notes, Data Modeling, Drama Therapy, Screenwriting, Talent Management, Talent Scouting, Film Scoring
Education
Cuyahoga Community College 1994 — 1996
Cleveland State University 1993 — 1994
General Studies
JP Morgan Chase February 2008 - Present
JPMorgan Chase September 2001 - February 2008
JPMorgan Chase July 1998 - September 2001
Education
Cleveland State University 1996 — 1999
Bachelor of Arts, Psychology
Ohio University April 2009 - Present
PNC 2010 - Present
National City Bank June 2008 - April 2010
JP Morgan Chase 1997 - 2006
Skills
eLearning, Instructional Design, Captivate, WBT, ILT, ADDIE, E-Learning, Adult Learning Theory, Lectora, Blended Learning, Training Delivery, Adult Education, Instructional Technology, Educational Technology, Training, Flash, Distance Learning, Needs Analysis, Learning Management...
Education
Ohio University 2009 — 2015
Ph.D., Instructional Technology
Cleveland State University 2006 — 2007
M.Ed, Adult Learning & Development
Bank Of The West April 2012 - Present
Fiserv March 2009 - May 2011
JP Morgan Chase March 2007 - December 2008
Citibank Ireland PLC and Citibank Europe PLC Board of Directors March 2003 - March 2007
Citigroup April 2000 - March 2007
Citigroup April 2000 - January 2002
International Business Machines January 1999 - March 2000
Price Waterhouse Coopers March 1994 - December 1998
Citibank Australia Limited August 1992 - March 1994
LoBue Associates January 1989 - August 1992
Skills
Cash Management, Working Capital..., Product Management, Product Development, New Business Development, Payments, Treasury Management, Transaction Banking, Payment Systems, FX, Banking, Internet Banking, Treasury Services, Financial Transactions, Relationship Management, Process Improvement, Financial Services, Investment Banking, Executive Management, Finance, Management Consulting, FX Options, Business Development, Integration, CRM, Loans, Credit, Financial Institutions, Commercial Banking, Treasury, Leadership, Risk Management, Credit Cards, Electronic Payments, Retail Banking, Management, Portfolio Management, Credit Risk, Financial Risk, Funding, Commercial Lending, Capital Markets, Strategy, Business Analysis, Business Strategy, Credit Analysis, International Business..., Mobile Payments, Team Management
Education
Thunderbird School of Global Management 1987 — 1988
MBA, Marketing/Latin America Affairs
Colgate University 1980 — 1984
BA, International Relations/Political Science
CarMax Auto Finance November 2013 - Present
Real Street Customs May 2010 - Present
CarMax Auto Finance July 2012 - November 2013
CarMax Auto Finance March 2010 - July 2012
West Asset Management April 2009 - November 2010
JP Morgan Chase June 2008 - April 2009
JP Morgan Chase January 2006 - June 2008
JP Morgan Chase January 2005 - January 2006
JP Morgan Chase October 2002 - January 2005
Town of Hilton Head Fire and Rescue January 1998 - January 2003
Skills
Risk Management, Cross-functional Team..., Process Improvement, Training, Leadership, Strategy, CRM, Analysis, Business Analysis, Forecasting, Team Leadership, Sales, Project Management
Education
College of Charleston 1999 — 2001
BS, Business Administration with a concentration in Marketing
Penn State University 1998 — 1999
JP Morgan Chase Storage EngineerJPMorganChase2005 - Present
JPMC 2005 - Present
Education
Franklin University 2007 — 2008
MBA
Coimbatore Institute of Technology
Wells Fargo Home Mortgage November 2014 - Present
Wintrust Mortgage October 2013 - November 2014
JP Morgan Chase May 2011 - October 2013
Wells Fargo Home Mortgage March 2010 - May 2011
Bank of America Home Loans April 2004 - October 2009
Skills
Mortgage Lending, Refinance, Loans, Investment Properties, Finance, Mortgage Banking, FHA, Loan Origination, Residential Mortgages, FHA financing, Credit, Construction Loans, Government Loans, Banking, Commercial Lending, REO, First Time Home Buyers, Real Estate, Mortgage Underwriting, Home Equity Loans, Commercial Mortgages, Home Equity Lines of..., Certified Mortgage..., FHA Financing, VA Loans, Sales, Credit Analysis, USDA, Underwriting, Reverse Mortgages, Recruiting
Education
College of DuPage 2001 — 2002
Bachelor of Business Administration (BBA)
Columbia College Chicago 1996 — 1997
Bachelor of Arts (BA)
DSG Consulting July 2011 - Present
JP Morgan Chase December 2007 - July 2011
Modis September 2006 - December 2007
Business Edge Solutions November 2004 - September 2006
Raymond James Financial January 2002 - November 2004
Raymond James Financial July 2000 - January 2001
Steven Richards and Associates (SRA) May 1999 - January 2000
Skills
Project Management, Portfolio Management, Enterprise Integration, Cash Management, System Conversion, Financial Reporting, Account Management, Banking, SDLC, Software Project..., Business Analysis, Requirements Analysis, PMP, PMO, Business Process, Visio, MS Project, Process Improvement, Requirements Gathering, Program Management, Enterprise Software, Quality Assurance
Education
Villanova University 2003 — 2004
Certificate, Project Management Professional Certification
University of Tampa - John H. Sykes College of Business 2000 — 2002
MBA, Managing Information Systems
Colby College 1995 — 1999
B.A., Administrative Sciences
JPMorgan Chase May 2014 - Present
JP Morgan Chase October 2010 - May 2014
JPMorgan Chase May 2005 - January 2010
JP Morgan Chase March 2005 - January 2010
BankOne 1998 - 2004
J.D. Carreker June 1997 - May 1998
Systems Experience September 1996 - May 1997
First Interstate Bank/Wells Fargo November 1993 - August 1996
Shawmut Bank July 1987 - November 1993
American Savings and Loan 1986 - 1987
Skills
Process Improvement, Risk Management, Enterprise Architecture, Financial Services, IT Strategy, Banking, Software Development, Disaster Recovery, Strategy, Vendor Management, Transaction Processing, SDLC, Payments, Business Analysis, Enterprise Software, Management, Mergers & Acquisitions, Program Management, Requirements Analysis, Project Portfolio..., Integration, Portfolio Management
Education
Coleman College
San Diego State University-California State University
University of Texas at Tyler July 2010 - Present
Dallas Baptist University 2008 - 2010
University of Texas at Arlington 2006 - 2009
JP Morgan Chase 1983 - 2005
Education
The University of Texas at Arlington - College of Business 2005 — 2010
Ph.D., operations management
University of Oklahoma - Price College of Business 1980 — 1983
masters, accounting
College of Business 1972 — 1975
bachelors, business education
CoStar Group September 2014 - Present
CoStar Group August 2009 - September 2014
JPMorgan Chase August 2003 - August 2009
JP Morgan Chase 2003 - 2009
FNANB - First North American National Bank 2003 - 2004
Skills
Credit, Analysis, Team Building, Call Centers, Budgets, Leadership, Management, Recruiting, Customer Satisfaction, Outlook, Coaching, Customer Service, Data Analysis, Customer Retention, Retail, Microsoft Excel, Microsoft Office, Sales, Market Research, Real Estate
Education
College of Charleston 1999 — 2003
Bachelor of Science, Business Administration
Spring Valley
JP Morgan Chase February 2010 - Present
Washington Mutual Bank January 2007 - February 2010
Washington Mutual Bank June 2001 - December 2006
Washington Mutual Bank December 1999 - June 2001
Washington Mutual Bank January 1987 - May 2001
Skills
Process Improvement, Banking, Leadership, Training, Retail Banking, Credit, Management, Risk Management, Loans, Mortgage Lending, Finance, Consumer Lending, Financial Services
Education
Cleveland State University
Studies - Seminole Community College
Citizens Bank March 2015 - Present
Huntington Investment Company December 2009 - March 2015
New York Life June 2008 - December 2009
JP Morgan Chase September 2002 - June 2008
Prudential 1997 - 2001
Skills
Fixed Annuities, Investments, Mutual Funds, Financial Advisory, Life Insurance, Long Term Care Insurance, Retirement Planning, Insurance, Strategic Financial..., Customer Service, Process Improvement, Microsoft Office, Strategic Planning, Data Analysis, Management, Series 7, Series 63, Financial Planning
Education
Hillsdale College 1991 — 1995
BS, Biology
College for Financial Planning
Studying, Certified Financial Planner
College for Financial Planning
Chartered Mutual Fund Counselor
ACE Group of Companies 2004 - Present
ACE Group 2004 - Present
JP Morgan Chase 1994 - 2002
NW Ayer 1979 - 1989
Skills
Marketing Strategy, Integrated Marketing, New Business Development, Advertising, Strategic Planning, Lead Generation, Digital Marketing, Account Management, Direct Marketing, Start-ups, Marketing Communications, Online Advertising, Product Management, Marketing, Brand Management, Strategy, Strategic Partnerships, Sales Management, Corporate Communications, B2B, Advertising Sales, Digital Strategy, Online Marketing, Brand Development, Email Marketing, Social Media Marketing, Mobile Marketing, Digital Media, SEM, CRM, Analytics, Social Media, Interactive Marketing, New Media, Media Planning, Marketing Research, Media Relations, E-commerce, Corporate Branding, B2B Marketing, Social Networking, Market Research, Relationship Marketing, Strategic Communications, Direct Mail, Competitive Analysis, Business Development, Sponsorship, Public Relations, Web Analytics
Education
Iona College, Hagan School of Business 1976 — 1977
Master of Business Administration (MBA), Marketing
College of Mount Saint Vincent
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
The Bank of New York Mellon August 2007 - Present
JP Morgan Chase 2005 - 2007
JPMorgan Chase 1999 - 2005
First Star Bank 1996 - 1999
Texas Commerce Bank 1991 - 1996
American General Corp. 1988 - 1991
American General Life INsurance Company 1984 - 1988
Skills
Finance, Mutual Funds, Financial Reporting, Financial Analysis, Banking, Risk Management, Corporate Finance, Fixed Income, Equities, Financial Services, Accounting, Financial Statements, Management, Structured Finance
Education
Cleveland State University
Bounty Management August 2008 - Present
U.S. Trust August 2006 - August 2008
Bank of America October 2000 - August 2006
American Express August 1998 - October 2000
JP Morgan Chase February 1995 - August 1998
Skills
Portfolio Management, Alternative Investments, Investment Management, Private Equity, Corporate Finance, Relationship Management, Business Development, Marketing, Mergers, Product Management, Business Strategy, Product Development
Education
Columbia University - Columbia Business School
MBA, Finance
Colby College
BA
First Data Corporation January 2015 - Present
BBVA Compass May 2012 - January 2015
JPMorgan Chase October 2011 - August 2012
JP Morgan Chase November 2010 - January 2012
JPMorgan Chase April 2007 - November 2010
US Bank August 2005 - April 2007
US Bank August 2003 - August 2005
Denver Federal Wellness Center June 2002 - August 2003
Skills
Customer Retention, Branch Banking, Customer Satisfaction, Mortgage Lending, Credit, Commercial Lending, Retail Banking, Small Business Lending, Banking, Retail, Branch Management, Financial Services, Finance, Sales, Coaching
Education
University of Northern Colorado 1999 — 2003
BS, Kinesiology
Coe College 1998 — 1999
Aon Hewitt February 2012 - Present
Advanced Resources Finance 2011 - 2012
Illinois CPA Society 2010 - 2012
JP Morgan Chase August 2006 - June 2009
JP Morgan Chase April 1998 - August 2006
JP Morgan Chase June 1997 - April 1998
Peer Bearing July 1990 - August 1996
Skills
Financial Reporting, Financial Accounting, Financial Analysis, Compliance, Accounting Management, Actuarial Consulting, General Ledger, Internal Controls, Accounting, Finance, Sarbanes-Oxley Act, Accounts Payable, Analysis, Account Reconciliation, Cash Flow
Education
The University of Texas at Austin - Red McCombs School of Business 1985 — 1988
MBA, Accounting
Purdue University
B.S., B.A., Mathematics and Spanish
College for Financial Planning
Certificate, CFP Professional Education Program, Financial Planning
JPMorgan Chase September 2012 - Present
JP Morgan Chase October 2010 - Present
Sears, Middleburg January 2008 - December 2010
Rego's Market April 2008 - October 2008
CDW Inc January 2006 - May 2006
Ohio Savings Bank June 2004 - May 2005
Ohio Savings Bank March 2002 - June 2004
Skills
Management, CRM, Marketing, Finance, Cross-functional Team..., Business Development, Sales, New Business Development, Customer Service, Marketing Strategy, Leadership, Loan Origination, Sales Operations, B2B, Credit Analysis, Mortgage Lending, Training, Banking, Lead Generation
Education
Cleveland State University 2013 — 2015
Master of Business Administration (M.B.A.), International Business/Trade/Commerce
Cleveland State University 2013 — 2015
MBA, International Business Management
Kent State University 1996 — 2000
B.A, Business Administration
Padua Fransiscan H.S 1993 — 1996
College Prep
National General Insurance May 2015 - Present
JP Morgan Chase September 2010 - February 2015
CDI January 2009 - September 2010
JP Morgan Chase March 2006 - October 2008
MBNA April 2000 - March 2006
Skills
Leadership, Credit, Banking, Customer Service, Management, Process Improvement, Time Management, Customer Satisfaction, Vendor Management, Mortgage Lending, Call Centers, Loans, Training, Risk Management, Finance, Home Equity Loans, Credit Analysis, Mortgage Banking, Sales
Education
Cleveland State University 1989 — 1993
JP Morgan Chase December 2010 - Present
Alliance Staffing Solutions September 2009 - December 2010
Education
Cleveland State University 1998 — 2008
BA, Mathematics and Secondary Education
Fremont Bank October 1998 - Present
JP Morgan Chase September 2003 - September 2006
Skills
Mortgage Banking, FHA, Mortgage Lending, Loans, Credit, Residential Mortgages, REO, Real Estate Transactions, Refinance, Commercial Real Estate, CRE/MF Underwriting, CRE/MF Processing
Education
College of San Mateo
First Federal Of Lakewood August 2013 - Present
KeyBank April 2009 - May 2010
JP Morgan Chase 1996 - 2008
Skills
Loans, Mortgage Lending, Credit, Mortgage Banking, Loan Origination, Banking, Refinance, FHA, Commercial Lending, Credit Analysis, Residential Mortgages, Consumer Lending, Underwriting, Commercial Banking, Small Business Lending, Retail Banking, VA loans, Portfolio Management, FHA financing, USDA
Education
Cleveland State University
Political Science and Government
JPMorgan Chase & Co. October 2010 - Present
JP Morgan Chase July 2004 - August 2011
JP Morgan Chase July 2001 - June 2004
American Express April 1993 - April 2001
Northwest Airlines July 1989 - March 1993
Tata Consultancy Services July 1985 - June 1989
Skills
Vendor Management, Risk Management, Strategy, Program Management, Business Analysis, Consulting, Offshoring, Governance, Information Technology, Finance, Due Diligence, Outsourcing, Integration, Management, Change Management, Sourcing, Operational Risk..., Financial Services, Risk Assessment, Business Process..., IT Management, Portfolio Management, Mergers, Procurement, Disaster Recovery, Global Sourcing, Leadership
Education
University of Minnesota - Carlson School of Management 1994 — 1997
MBA
College of Engineering Pune 1981 — 1985
BS Mechanical Engineering
CDW February 2013 - Present
Covenant Retirement Communities April 2012 - June 2012
Crawford and Company November 2008 - April 2012
JP Morgan Chase 2005 - 2007
Skills
Blackberry Enterprise..., Laptops, Blackberry, Printers, Lotus Notes, Citrix, Active Directory, Call Center, Windows 7, Incident Management, Technical Support, XP, Sla, Computer Hardware, Software Documentation, Help Desk Support, Troubleshooting, VPN, Windows Server, Microsoft Exchange
Education
College of Lake County 1977 — 1978
General
Waukegan High School 1969 — 1973
High School
BlueCrest Capital Management, LLP May 2014 - Present
JPMorgan Chase July 2012 - May 2014
JP Morgan Chase June 2011 - August 2011
JP Morgan Chase June 2010 - August 2010
Skills
Bloomberg, Microsoft Excel, Financial Analysis, PowerPoint, Equity Derivatives, Finance, Microsoft Office, Series 7, Bloomberg Terminal, Data Analysis, Equities, Commodity, Analysis, Research, Microsoft Word, Investments, Spanish, Financial Reporting, Fixed Income, Financial Modeling, Statistics, Economics, Investment Banking, Outlook
Education
College of the Holy Cross 2008 — 2012
Bachelor's degree
Management & Network Services August 2012 - Present
JP Morgan Chase September 2011 - August 2012
Next Step Resources March 2010 - March 2011
Skills
QuickBooks, Account Reconciliation, Financial Analysis, Invoicing, Payroll
Education
Cleveland State University 2008 — 2009
Master's, Accounting
Metz Enterprises Inc. January 2011 - Present
University Park Dermatology & Medical Spa, PLLC 2009 - May 2011
Nurse On Call April 2009 - December 2009
JP Morgan Chase October 2004 - April 2009
The Ritz-Carlton Hotel Company LLC January 2002 - October 2004
Education
Xinnix 2006 — 2007
XCO Designation, Sales, Finance, Mortgage
College of Southern Maryland 1998 — 1999
Business Administration
University of South Florida
JP Morgan Chase May 2011 - June 2013
Chase May 2007 - May 2010
Washington Mutual May 2001 - May 2006
Skills
Business Analysis, Microsoft Office, Loans, Banking, Credit, Financial Analysis, Investment Banking, Risk Management, Management
Education
Coker College 2013 — 2015
Bachelor of Science (BS), Business Administration
Florence-Darlington Technical College 1999 — 2002
Associate's degree, Accounting
Coker College
Bachelor's degree, Business Administration
Logix Federal Credit Union January 2014 - Present
Premier America Credit Union April 2013 - January 2014
JP Morgan Chase July 2012 - March 2013
Wells Fargo August 2009 - July 2012
Skills
Banking, Credit, Lines Of Credit, Credit Analysis, Retail Banking, Product Analysis, Cross Selling
Education
University of Redlands 2015 — 2017
Bachelor of Business Administration (B.B.A.)
University of California, Irvine 2010 — 2015
College of the Canyons 2008 — 2010
Associate's degree
West Ranch High School 2004 — 2008
Wells Fargo Home Mortgage July 2012 - March 2014
Home Lending Source October 2011 - July 2012
American Midwest Mortgage Corporation December 2010 - October 2011
Fidelity/ Lender Processing Services October 2008 - June 2009
JP Morgan Chase March 2006 - March 2008
Bank of America August 2005 - March 2006
Skills
Management, Leadership, Loans, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Banking, Financial Analysis, Risk Management, Mortgage Lending, Time Management, Credit Risk, Consumer Lending, HMDA, Critical Thinking, Quality Assurance, Appraisal Evaluation, Due Diligence, Loan Prospector (LP), Strategic Planning, Finance, Compliance Leader, USDA, FHA, VA, Loss Mitigation, Training & Development, GUS Underwriting System, Desktop Underwriter (DU), Credit, Mortgage Banking, Credit Analysis, Residential Mortgages, Underwriting, Refinance, Mortgage Underwriting, Financial Risk, FHA Financing, Loan Origination
Education
Cleveland State University
Finance