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
Wipro Technologies January 2010 - Present
PR Newswire January 2007 - July 2009
ISG PRIVATE EQUITY, NY 1999 - 2006
BNP Paribas 1993 - 1998
JP Morgan Chase 1989 - 1992
McKinsey & Company 1987 - 1989
NYU Medical Center Brain Research 1982 - 1987
The World Bank 1985 - 1985
Hopital Sainte Anne 1983 - 1983
Skills
Start-ups, Digital Strategy, Social Media, Digital Media, Entrepreneurship, Analytics, Mergers, Product Management, Social Networking, New Business Development, Content Development, Strategic Partnerships, Publishing, Business Strategy, Financial Services, Private Equity, Mergers & Acquisitions, Business Development, Strategy, Digital Marketing, CRM, Consulting, Management, Marketing, Leadership, Strategic Planning
Education
Columbia University - Columbia Business School 1986 — 1987
MBA
New York University 1982 — 1983
MA
Harpur College, NY 1978 — 1981
Bachelor's degree
Texas Instruments January 2015 - June 2015
JP Morgan Chase October 2013 - December 2014
Dominos Pizza Enterprises June 2008 - September 2013
Skills
Customer Satisfaction, Inventory Management, Customer Service, Restaurants, Time Management, Teamwork, Management, Sales, Microsoft Office, Leadership, Marketing, Team Building, Internal Controls, Operational Control, Quality Assurance, Account Reconciliation, Team Leadership, Retail, Public Speaking, SharePoint, Microsoft Excel
Education
University of Texas at Dallas - Naveen Jindal School of Management 2014 — 2015
Master's Degree, Accounting
University of Texas at Dallas - Naveen Jindal School of Management 2012 — 2014
Bachelors of Science, Business Finance and Accounting
Collin County Community College 2009 — 2012
Business Administration and Management, General
TOCA LLC March 2014 - Present
Crest Investments, LTD. March 2011 - Present
JP Morgan Chase June 2007 - March 2011
Lehman Brothers 1994 - 2007
Skills
CMBS, Real Estate Economics, Asset Managment, Real Estate Development, Valuation, Real Estate, Loan Origination, Real Estate Financing, Investments, Due Diligence, Real Estate Private..., Capital Markets, Asset Management, Brokerage
Education
Columbia Business School 1993 — 1995
MBA, Finance and Coounting
Dartmouth College 1985 — 1989
BA, Economics
PepsiCo - Pepsi Beverages Company September 2012 - Present
PepsiCo - Pepsi Beverages Company October 2011 - September 2012
PepsiCo - Pepsi Beverages Company August 2010 - October 2011
JP Morgan Chase July 2003 - August 2010
Skills
Supply Chain, Logistics, Process Improvement, Operations Management, Customer Service, Microsoft Excel, Leadership, iOS, Training, Analysis
Education
Colorado State University 2005 — 2009
Bachelor of Science, Business Administration, Concentration in Management
Make People Better, LLC June 2014 - Present
JP Morgan Chase March 2010 - June 2014
Citi April 2000 - April 2004
J.P. Morgan 1998 - 2000
ABN AMRO Bank N.V. 1997 - 1998
Morgan Stanley Smith Barney October 1995 - October 1997
Christie's August 1989 - January 1994
Skills
Equity Research, Financial Modeling, Hedge Funds, Private Equity, Bloomberg, Securities, Financial Analysis, Investments, Fixed Income, Asset Managment, Derivatives, Capital Markets, Investment Banking, Asset Management, Alternative Investments, Equity Valuation
Education
Columbia Business School 1994 — 1995
MBA, Accounting & Finance
The University of Texas at Austin 1984 — 1988
Bachelor of Fine Arts (B.F.A.), Fine and Studio Arts and Art History
US Navy November 2012 - Present
JP Morgan Chase June 2010 - Present
Reliant Energy April 2010 - May 2010
Long John Silvers September 2008 - June 2009
Skills
Mechanics, AutoCAD, Typing, Microsoft Word, Teller Operations, Cash Handling Experience, Organization, Cash Management
Education
Northwest Vista College 2013 — 2014
Mechanical Engineering
Collin County Community College 2010 — 2012
Richland College 2011 — 2011
Oracle April 2014 - Present
Responsys July 2010 - April 2014
Responsys February 2008 - July 2010
Responsys January 2006 - February 2008
JP Morgan Chase September 2005 - January 2006
Discover Financial Services July 2002 - September 2005
Skills
Database Marketing, Email Marketing, Analytics, Salesforce.com, Direct Marketing, Digital Marketing, Account Management, E-commerce, Customer Acquisition, SaaS, Project Management, CRM, Leadership Development, Client Relations Skills, Segmentation, Web Analytics, Interactive Marketing, Leadership, Campaign Management, Product Management, Strategy, Mobile Marketing, Start-ups, Online Marketing, Lead Generation, Multi-channel Marketing, Omniture, B2B Marketing, Digital Strategy, SEM, Integrated Marketing, PPC, SEO, Online Advertising, Strategic Partnerships, Product Marketing, Demand Generation
Education
Columbia College 2005 — 2008
BSBA, Management
Great Oakland Public Schools July 2015 - Present
Oakland Technology Exchange West July 2014 - June 2015
Oakland Unified School District 2014 - 2015
KeyBank 2012 - 2013
M & T Bank 2010 - 2012
Bank of America 2004 - 2010
JP Morgan Chase 2002 - 2004
Deloitte Consulting 2000 - 2001
Chase Manhattan Corporation 1998 - 2000
Skills
Strategic Planning, Business Development, Fundraising, Financial Analysis, Alumni Cultivation, Change Management, Power Networking
Education
Harvard University Kennedy School of Government 2013 — 2014
MPA, Mid-Career Program
Columbia University - Columbia Business School 2011 — 2013
MBA, Executive Program, Social Enterprise and Leadership
Morehouse College 1994 — 1998
BA, Business Administration
Semester at Sea Study Abroad Program 1997 — 1997
Fordham Preparatory School 1990 — 1994
Caterpillar Inc. June 2014 - August 2014
JP Morgan Chase September 2003 - January 2008
Edward Jones September 2002 - September 2003
PrimeVest Financial Services June 2000 - September 2002
Banc One Investment Advisors May 1996 - May 2000
Edward Jones July 1993 - July 1995
United States Marine Corps August 1983 - November 1992
Skills
Insurance, Investments, Access, Retirement Planning, Public Speaking, Banking, Networking, Team Building, Employee Benefits, Team Leadership, Military Training, Real Estate, Personal Development, Customer Service, Research, Portfolio Management, Wealth Management, Equities, Network Marketing, Investment Advisory, Military Experience, Personal Effectiveness, Seven Habits of Highly..., Conflict Resolution, Writing, Bi-lingual, Fundraising, Multilingual, Sales, Leadership, Training, Leadership Development, Microsoft Office
Education
Columbia College
Bachelor’s Degree
Ivy Tech Community College
Associate’s Degree
Ivy Tech Community College
Certificate
The Cypress Group. March 2015 - Present
iCannInvest August 2014 - Present
iComply, LLC June 2014 - Present
Crateivity Clik 1996 - Present
Charter Equity Research January 2011 - April 2014
JP Morgan Chase October 2008 - December 2010
AXA Advisors 2006 - 2008
T Rowe Price 2003 - 2006
Skills
Wealth Management, Music, Sound, Strategic Planning, Finance, DJ, Strategy, Digital Media, Valuation, Financial Analysis, Entrepreneurship, Investment Strategies, Investments, Competitive Analysis, Strategic Financial..., Management, Financial Planning
Education
Colorado State University 1999 — 2003
Finance and Real Estate, Finance
Prospect Mortgage, LLC April 2015 - Present
Treliant Risk Advisors October 2014 - December 2014
Recovco Mortgage Management August 2013 - February 2014
Wells Fargo Home Mortgage February 2013 - February 2014
Solomon Edwards Group October 2011 - January 2013
JP Morgan Chase June 2011 - October 2011
CitiMortgage Inc November 2009 - April 2011
Chase Home Finance June 2009 - October 2009
Total Sleep Holdings, Inc. March 2008 - March 2009
Concentra May 2007 - March 2008
Skills
Mortgage Lending, FHA, Loans, Refinance, Underwriting, Mortgage Banking, Investment Properties, Foreclosures, Mortgage Underwriting, Selling, VA loans, Payroll, Financial Analysis, Training, Insurance, Mortgage Servicing, Loss Mitigation, Management, Due Diligence, Loan Origination, Real Estate Transactions, Investments, Time Management, Investors, First Time Home Buyers, Analysis, Credit Analysis, Credit Risk, Process Improvement, Finance, Leadership, Administrative..., Executive Management, Credit, Mergers & Acquisitions, Loan Servicing, Program Management, Team Building, FHA financing, Customer Service, Risk Management, Sales Management, REO, Retail, Portfolio Management, Consumer Lending, Banking, Real Estate, Short Sales, Sales
Education
Univerisity of Phoenix 2009 — 2011
Basic Studies
Collin County Community College 1997 — 1998
N/A, Basic Studies
Deutsche Bank September 2012 - Present
JP Morgan Chase April 2010 - April 2012
Jamison Capital Partners January 2009 - August 2009
Evalueserve May 2007 - June 2008
Futures First June 2006 - April 2007
NCBS May 2005 - July 2005
Skills
Structured Finance, Asset-backed..., Corporate Finance, Capital Markets, Structured Products, Financial Structuring, Financial Engineering, Credit Derivatives, Investment Banking
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2008 — 2009
Masters in Science, Financial Engineering
Indian Institute of Technology, Kharagpur 2002 — 2006
B.Tech., Biotechnology and Biochemical Engineering
JP Morgan Chase June 1997 - Present
Education
The John Marshall Law School 2008 — 2010
Master of Science, Tax Law
Columbia College Chicago
Bachelors, Communications
Northern Trust August 2013 - Present
Pierce and Associates November 2013 - June 2015
JP Morgan Chase December 2008 - August 2013
Morgan Stanley June 2007 - December 2008
Fidelity Investments January 2007 - June 2007
Skills
Project Management, Finance, Analytics, Business, Retirement Planning, Microsoft Office, Microsoft Suites, Microsoft CRM, Access, AS400 system, SharePoint, Visio, MS Project, KPI Reports, Remediation, Scorecard Management, Financial Services, Customer Service, Analysis, Investments, Banking, Microsoft Excel
Education
Southern New Hampshire University 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Columbia College 2008 — 2012
Bachelor's degree, Business Administration and Management, General
Loyola University of Chicago 2011 — 2011
Associate's degree, Project Management
Tooele High School 1990 — 1994
JPMorgan Chase Bank N.A. January 2014 - Present
Harvest Property, LLC April 2012 - March 2015
JPMorgan Chase December 2012 - December 2013
JP MORGAN CHASE July 2010 - November 2012
Capital Financial Strategies Group October 2008 - July 2010
The Home Depot June 2002 - July 2010
Education
Colorado State University 2014 — 2016
Master of Business Administration (MBA), Business Administration and Marketing
Colorado State University 2004 — 2009
Economics, Business Administration
Hubzu.com 2012 - 2015
Eckardt Holdings, LLC 2004 - 2012
ABN AMRO INC. 2000 - 2004
Bank of Tokyo-Mitsubishi UFJ 2000 - 2000
JP Morgan Chase 1996 - 2000
Skills
Business Development, Investment Banking, Entrepreneurship, Strategic Leadership, Corporate Finance, Start-ups, Real Estate, Social Media, IPO, Strategic Planning, Mergers & Acquisitions, Investment Properties, Disruptive Technologies, Contract Negotiation, Private Equity, Management, Finance, Capital Markets, Joint Ventures, Structured Finance, E-commerce, Marketing, Venture Capital, Executive Management, Acquisitions, Cross-functional Team..., Strategy, Strategic Partnerships, Sales
Education
Columbia University - Columbia Business School
Executive Education - Leadership Program
Dartmouth College - The Tuck School of Business at Dartmouth
Executive Education - Innovation Acceleration Program
Pace University - Lubin School of Business
Bachelor's Degree, Finance
Starwood Hotels & Resorts Worldwide, Inc. March 2014 - July 2015
Starwood Hotels & Resorts Worldwide, Inc. June 2011 - February 2014
JP Morgan Chase April 2010 - May 2011
LRA Worldwide July 2009 - April 2010
Tishman Speyer June 2008 - August 2008
Pfizer June 2007 - August 2007
Skills
Hotels, Hospitality, Market Research, Competitive Analysis, Microsoft Excel, Strategy, Analysis, Event Management, Sales, Budgets, Forecasting, Revenue Analysis, Brand Development, CRM, Management, Hospitality Industry, Event Planning, Hospitality Management, Product Development, Finance
Education
Columbia University - Columbia Business School 2015 — 2017
Cornell University 2005 — 2009
B.S. in Hotel Administration, Hospitality - Concentration in Information Systems
Princeton Day School 2001 — 2005
EY March 2011 - Present
ACI Worldwide November 2008 - February 2011
TransUnion March 2005 - July 2008
Fraud Management Limited November 1999 - February 2005
FICO 1993 - 1999
JP Morgan Chase 1983 - 1993
Skills
Financial Crime, Electronic Payments, Banking, Identity Management, Revenue Assurance, Line Management, Fraud, Product Management, Credit Cards, Payments, Risk Management, Analytics, Financial Services, AML, Financial Risk, Business Analysis, Mobile Payments, Fraud Detection, Internal Audit, Telecommunications, Strategy, Leadership, Management, Enterprise Risk..., Transaction Processing, Operational Risk, Consulting, Executive Management, Business Process, Payment Systems, Operational Risk..., Governance, Credit Risk, Business Process..., Strategic Partnerships, IT Audit, Vendor Management, Business Transformation, Cash Management, Management Consulting, Relationship Management, Mergers & Acquisitions, PCI DSS, Due Diligence, IT Strategy, Business Process..., PMO, Predictive Analytics, Basel II, Payment Industry
Education
Columbia University - Columbia Business School
MBA
Wesleyan University
BA
Amazon Web Services July 2014 - Present
Rent the Runway October 2012 - July 2014
Fidelity Investments January 2012 - October 2012
Fidelity Investments July 2011 - December 2011
JP Morgan Chase June 2010 - August 2010
Skills
Java, Agile Methodologies, Web Services, SQL, JavaScript, Ruby, MongoDB, jQuery, Software Infrastructure, Software Development, Web Applications, Web Development
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2008 — 2011
BS, Computer Science, 3.72
University of Virginia 2007 — 2008
BS, Computer Engineering, 3.91
Brookline High School
Гимназия 36
Summit Bank & Trust June 2014 - Present
Ho-Bo Care Boxer Rescue 2005 - Present
Allonhill August 2010 - November 2013
W.J. Bradley Company November 2009 - March 2010
Pulte Mortgage LLC August 2005 - November 2009
JP Morgan Chase 1999 - 2004
Skills
Mortgage Lending, Risk Management, Banking, Financial Risk, Financial Analysis, Loans, Coaching, Credit Risk, Financial Services, Underwriting, Customer Service, Auditing, Credit Analysis, Analysis, Time Management, Finance, Training
Education
Colorado State University 1974 — 1980
Bachelor, Consumer Science
George Washington High School 1971 — 1974
Diploma, General
AD Workforce
Zurich Insurance April 2007 - Present
Chase September 2006 - April 2007
JP Morgan Chase March 2005 - September 2006
JP Morgan Chase 2005 - 2006
Skills
Pivot Tables, Excel, Business Objects, SAP, Microsoft Office, Documentation, Research, Reinsurance
Education
Columbia College Chicago 1999 — 2001
BS, business managment
Elgin Community College
Harrisburg Area Community College
Business
University of Wisconsin-Whitewater
business
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase February 2012 - February 2015
JP Morgan Chase February 2011 - February 2012
JPMorgan Chase September 2009 - February 2011
JPMorgan Chase June 2008 - August 2008
NERA Economic Consulting May 2004 - May 2007
Dealogic August 2003 - May 2004
Economists Incorporated June 2002 - August 2003
Skills
Financial Modeling, Financial Analysis, Strategy, Finance, Analysis, Analytics, Data Analysis, Due Diligence, Banking, Strategic Planning, Management, Portfolio Management, Accounting, Credit Analysis, Great Motivator, Team Leadership, Valuation, Business Strategy, Financial Forecasting, Corporate Finance, Payments, Cash Management, Budgeting, Forecasting
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance and Management
Swarthmore College 1998 — 2002
BA, Economics and Political Science
Bank of America October 2011 - Present
Bank of America July 2010 - October 2011
Bank of America July 2006 - July 2010
EMC Corporation August 2004 - July 2006
JPMorgan Chase January 2002 - August 2004
JP Morgan Chase January 1999 - January 2002
JPMorgan Chase January 1995 - January 1999
InfoUSAClient Services January 1994 - January 1995
Citibank January 1991 - January 1994
Met Life August 1988 - January 1991
Skills
Process Engineering, Portfolio Management, Segmentation, Executive Reporting, Business Analytics, Forensic Reporting &..., Six Sigma, Data Analysis, Sales Support, Business Enablement, Performance Measurement, Measurement Systems, Sales Operations, Cross-functional Team..., Team Leadership, Business Analysis, Analysis, Analytics, Banking, CRM, Leadership, Management, Process Improvement, Program Management, Retail Banking, Risk Management, SDLC, Strategic Planning, Forecasting, Change Management
Education
Columbia University - Columbia Business School 1999 — 2001
Masters, Business Administration
Manhattan College 1984 — 1988
BS, Computer Science
Home Warranty of America January 2014 - Present
Philo Casting, Extra Ordinary Casting, 4 Star Casting April 2013 - January 2014
JP Morgan Chase 2007 - 2013
Calumet Photographic July 2004 - April 2006
Wolf Camera 1993 - 2003
Skills
Banking, Payments, Credit Cards, Call Centers, Training, Customer Experience, Sales, Advertising, CRM, Customer Satisfaction, Marketing, PowerPoint, Business Development, Customer Service, Strategic Planning, Management, Microsoft Office, Photoshop
Education
Columbia College Chicago 1979 — 1984
Bachelor of Arts (B.A.), Broadcast Communications
Maine East High School 1975 — 1979
JP Morgan Chase 1997 - Present
World Trade Center Denver 1989 - Present
Rocky Mountain World Trade Center 1989 - 2015
Center For Teaching International Relations January 2009 - June 2013
Center for Teaching International Relations 2001 - 2009
Skills
Treasury Management, Commercial Banking, Cash Management, Trade Finance, Banking, Trading, Corporate Finance, Treasury, Credit, Financial Analysis, Leadership, Payments, Relationship Management
Education
Colorado State University 1972 — 1976
Colorado State University 1972 — 1976
Bachelor of Arts (B.A.), German Language Teacher Education
Curtis Instruments December 2003 - December 2010
Hamilton Robinson Capital Partners May 2003 - September 2003
MC Capital January 2002 - July 2002
Baring Private Equity Partners May 2000 - January 2002
JP Morgan Chase January 1998 - May 2000
Compass Group Chile S.A. September 1996 - January 1998
Vista Capital de Expansion January 1995 - June 1995
Skills
Private Equity, Corporate Finance, Investments, Valuation, Venture Capital
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Lake Forest College 1992 — 1996
BA
New Trier High School 1988 — 1992
Crow Island
KL-H Business Services 1992 - Present
Parent Information Center August 2009 - August 2012
Baltimore City Community College, Baltimore, MD 2005 - 2008
Center for Venture Education, Venture Capital 2003 - 2005
AACSB - the Association to Advance Collegiate Schools of Business 2001 - 2003
Norwalk Community College 1994 - 1998
New York University 1993 - 1994
JP Morgan Chase December 1982 - December 1993
HSBC (HongKong Shanghai Banking Corporation (formerly Marine Midland Bank 1980 - 1982
CitiGroup (formerly Citibank, NA) 1973 - 1980
Skills
Non-profits, Strategic Planning, Fundraising, Nonprofits, Program Development, Leadership Development, Grant Writing, Community Outreach, Volunteer Management, Management, Community Development, Public Speaking, Workshop Facilitation, Program Management, Event Planning, Public Relations
Education
Columbia University 1971 — 1973
Doctoral Degree, nearly completed course requirements for doctorate, Higher Education Finance
Columbia University - Columbia Business School
MBA, Finance
Columbia University
Master of Arts (MA), Educational Administration
United Nations Asian Institute for Economic Development, Bangkok, Thailand
Economic Development - Asia Pacific Basin
Columbia University
BS, Economics
Citi March 2013 - April 2014
Citi October 2007 - April 2014
JP Morgan chase April 2004 - 2007
Bank One February 2002 - 2004
PwC 1992 - 2002
Skills
Banking, Business Analysis, Business Intelligence, Business Process..., Data Warehousing, Financial Services, IT Strategy, Management, Mergers, Portfolio Management, Program Management, Project Management, Risk Management, SDLC, Vendor Management, Process Improvement
Education
Washington University in St. Louis - Olin Business School 1989 — 1991
MBA
Colorado College 1985 — 1989
Ba, Economics
JP Morgan Chase March 2010 - Present
Charter Oak Partners 2004 - 2005
Citigroup 2000 - 2004
JP Morgan Chase 1998 - 2000
Salomon Smith Barney October 1995 - October 1997
Education
Columbia University - Columbia Business School 1994 — 1995
MBA, Accounting and Finance
The University of Texas at Austin 1984 — 1988
BFA, Studio Art, Art History
JP Morgan Chase January 2010 - Present
Morgan Stanley July 2006 - July 2009
Merrill Lynch October 2003 - July 2006
American Express September 1998 - October 2003
Skills
Loyalty Marketing, Partnership Marketing, Product Development, Rewards Management, Product & Loyalty..., P&L Management, New Business Development
Education
Columbia University - Columbia Business School 1996 — 1998
MBA
The Johns Hopkins University 1987 — 1991
BA
Coors Credit Union September 2013 - Present
Colorado State Bank and Trust November 2011 - September 2013
JP Morgan Chase July 2001 - July 2011
Skills
Mortgage Lending, Conventional, VA, FHA, Refinance, Physician Loans, Loans, Mortgage Banking, Loan Origination, VA loans, USDA, FHA financing, Residential Mortgages, Construction Loans, Small Business Lending, Credit, Home Equity Loans, Commercial Lending, Consumer Lending, Real Estate Financing, Credit Analysis, Banking, Commercial Banking, FHA Financing, Government Loans, Commercial Mortgages, Lines Of Credit, Retail Banking, Underwriting, VA Loans
Education
Colorado State University 1993 — 1997
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Intuit January 2014 - Present
JPMorgan Chase March 2013 - January 2014
JPMorgan Chase May 2011 - March 2013
JPMorgan Chase October 2005 - May 2011
JP Morgan Chase January 2005 - October 2005
JPMorgan Chase June 2004 - December 2004
Skills
Customer Service, Sales Management, Team Building, Small Business, Finance, Strong Business Acumen, Solution Selling, Payments, Business Management, Asset Management, Cross Selling, QuickBooks, Portfolio Management, Credit Cards, Excel, Customer Relations, Value Selling, Creative Problem Solving, Residential Mortgages, Mortgage Lending, Real Estate, Mortgage Banking, Outside Sales, Cross-functional Team..., Business Efficiency, Customer Satisfaction, Customer Experience, Microsoft Office, Microsoft Word, Business Analysis, Small Business Lending, Business Innovation, Operations Management, Lead Generation, Communication Skills, Simplifying the Complex, Oracle CRM, Point of Sale, Management, Sales, Leadership, Marketing, Business Development, Strategic Planning, Credit, Banking, Marketing Strategy, SaaS
Education
Colorado State University 2014 — 2016
Bachelor of Science (BS), Business Management
Pima Community College
Vertex April 2004 - Present
JP Morgan Chase 2003 - 2004
Arthur Andersen 1999 - 2002
Dundas & Wilson 1995 - 1999
Skills
Cloud Computing, Business Analysis, Integration, Business Intelligence, Business Process..., Enterprise Architecture, Requirements Analysis, Program Management, Security, Data Center, Process Engineering, IT Strategy, Budgeting, ITIL, Information Technology, Process Improvement, Customer Relations, Vendor Management, Management, Quality Assurance, Enterprise Software, Disaster Recovery, SDLC, Telecommunications, Business Process, Databases, Team Leadership, ERP, Software Project..., SaaS, Change Management, Software Documentation, Requirements Gathering, Problem Solving, Team Building, Cross-functional Team..., IT Management, Microsoft SQL Server, Customer Service, Visio, SharePoint, CRM, Project Management, Strategic Planning, Mentoring, New Business Development, Budgets, Product Management, SQL, Software Development
Education
Colorado Technical University 2006 — 2008
BSBA, Information Technology
MCP Corporate Advisors, LLC August 2000 - Present
Walter N. Ridley Scholarship Fund July 2002 - June 2009
JP Morgan Chase October 1997 - August 2000
BMO Capital Markets (Bank of Montreal) June 1994 - October 1997
Resolution Trust Corporation (RTC) April 1988 - July 1992
Skills
Valuation, Due Diligence, Mergers, Start-ups, Marketing Strategy, Litigation Consulting, Private Equity, Investment Banking, Corporate Finance, Debt, Equities, M&A experience, M&A due diligence, Venture Capital, Business Valuation, Financial Modeling, Structured Finance, Project Finance, Industry Analysis, Financial Analysis, Leveraged Finance, Mergers & Acquisitions, Business Strategy, Competitive Analysis, Strategy, Investments, Business Planning, Corporate Development, Acquisitions, Joint Ventures, Emerging Markets, Financial Structuring, Restructuring, IPO, Capital Markets, Derivatives, Turnarounds, LBO, Investor Relations, Alternative Investments, Hedge Funds, Private Placements, Capital Raising
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
University of Virginia 1981 — 1985
BA, History
Coach February 2012 - Present
Standard and Poors September 2009 - March 2012
McGraw-Hill March 2007 - August 2009
Brown Brothers Harriman September 2004 - March 2007
JP Morgan Chase January 2001 - November 2002
Mercer Human Resource Consulting 1998 - 2001
UBS 1996 - 1999
Skills
Organizational..., Organizational Change, Leadership Development
Education
Columbia University - Columbia Business School 1995 — 2000
MA, Organizational Leadership and Learning
Syracuse University 1981 — 1985
B.S., Business
PNC Financial Services Group September 2010 - Present
Fifth Third Bancorp September 2005 - September 2010
JP Morgan Chase February 2001 - September 2005
Skills
Small Business Lending, Credit, Commercial Lending, Loans, Banking, Commercial Banking, Lines Of Credit, Treasury Management, Mortgage Lending, Credit Analysis, Loan Origination, Asset Based Lending, Cash Management, SBA, Consumer Lending, Commercial Mortgages, Risk Management, Underwriting, Portfolio Management, Cross Selling, Mortgage Banking, Credit Risk, Retail Banking, Relationship Management, Finance, Treasury Services, Financial Analysis, Deposits, Wealth Management, Sales, Construction Loans, Financial Services, Private Banking, Cash Flow, Refinance, Financial Risk, Branch Management, Investments, Merchant Services, Strategic Financial..., Middle Market, SBA 504, Residential Mortgages, Funding, Banking Relationships, Series 63, Financial Structuring, Credit Cards, Series 6
Education
Colorado State University 2000 — 2004
Bachelor of Science, Finance
PanAfrican Investment Company August 2014 - Present
Tugende May 2013 - August 2013
Imprint Capital Advisors May 2012 - August 2012
J.P. Morgan Private Bank August 2010 - June 2012
JP Morgan Chase July 2007 - February 2011
Urban Outfitters December 2005 - May 2007
Bell Labs Lucent Technologies June 2006 - August 2006
Bell Labs Lucent Technologies June 2005 - August 2005
Skills
Portfolio Management, Investments, Alternative Investments, Private Equity, Mutual Funds, Management, Accounting, Marketing, Structured Products, Sales, Financial Advisory, Financial Modeling, Time Management, Valuation, Commodity, Equities, Bloomberg, Financial Analysis, Fixed Income
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Fordham University 2005 — 2007
BBA, Finance
Miami University 2003 — 2005
Bachelor of Science (BS), Finance
Baruch College Zicklin School of Business August 2010 - Present
PSGWC (a DOL affiliate) July 2010 - Present
PSGWC July 2010 - Present
Ronin Associates April 2003 - March 2010
Guardian Life Insurance Company June 1998 - July 2002
Fleet Financial Group and First Investors Corporation November 1996 - February 1998
JP Morgan Chase November 1994 - October 1996
American Express January 1993 - November 1994
Citigroup 1987 - 1989
Bankers Trust 1987 - 1989
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Marketing
Columbia University in the City of New York 1983 — 1987
BA, Economics
Fairway Mortgage August 2015 - Present
Congregation Beth Yeshurun September 2011 - August 2015
Collin County Community College June 2009 - October 2011
Republic State Mortgage March 2009 - May 2009
JP Morgan Chase March 2008 - March 2009
NorAm Drilling August 2007 - November 2007
First Mortgage Of America December 2006 - August 2007
Earth Mortgage June 2004 - October 2006
Skills
Customer Service, Microsoft Word, Microsoft Office, Loans, PowerPoint, Microsoft Excel, Nonprofits, Social Media
Education
Collin County Community College 2009 — 2011
Medical Transcription
Southwestern University 2000 — 2001
Houston Community College 1999 — 2000
Health Grades April 2011 - Present
JP Morgan Chase July 2005 - August 2009
TCF Bank December 2004 - July 2005
Key Bank February 2001 - December 2004
Skills
Business Development, Strategy, Management, Sales, Financial Analysis, Customer Service, Account Management, Credit, Salesforce.com, Healthcare, Team Building, Leadership, Process Improvement, Business Analysis, Marketing Strategy, Strategic Planning, Marketing, Client Development, Relationship Building, CRM, Direct Marketing
Education
University of Colorado Denver 2009 — 2010
MBA, Finance, Accounting, Marketing, Economincs, Leadership, Management, Statistics, International Buisne
Colorado State University 1997 — 2000
B.S. Business Administration, Finance, Real Estate
Bessemer Trust March 2010 - Present
JP Morgan Chase 2001 - 2010
Greenberg Traurig, LLP 1987 - 2001
Gelberg & Abrams 1984 - 1987
Kelley Drye & Warren LLP 1978 - 1984
Skills
Estate Planning, Trusts, Wealth Management..., Wealth, Asset Protection, Investment Strategies, Tax, Estate Tax Planning, Financial Planners, Wills, Retirement Planning, Corporate Law, Due Diligence, Securities, Tax Law, Hedge Funds, Retirement, Trust Services, Financial Services, Mutual Funds, Finance, Management, Succession Planning, Banking, Private Banking
Education
New York University School of Law 1978 — 1981
LL.M., Taxation
Columbia University School of Law 1975 — 1978
J.D.
University of Pennsylvania - The Wharton School 1971 — 1975
B.S. Economics
Federal Reserve Bank of New York December 2010 - Present
JP Morgan Chase June 2008 - March 2010
JP Morgan Chase October 2005 - June 2008
JP Morgan 1994 - 2005
JP Morgan 1992 - 1994
JP Morgan 1988 - 1992
Skills
Fixed Income, Commercial Banking, Collateral Management, Wealth Management, Investment Banking, FX Options, Capital Markets, Financial Analysis, Hedge Funds, Financial Structuring, Credit Risk, Credit Analysis, Securities Lending, Structured Finance, Asset Allocation, Structured Products, Credit, Securities, Derivatives, Asset Managment, Equities, Treasury Management, Valuation, Bloomberg, Banking, Loans, Financial Services, Equity Research, Finance, Portfolio Management, Financial Modeling, Financial Risk, Investments, Risk Management, Securitization, Private Equity, Corporate Finance, Emerging Markets, Alternative Investments, Cash Management, Financial Institutions, Bonds, Leveraged Finance, Financial Markets
Education
Columbia University - Columbia Business School
MBA, Finance and Accounting
St. Lawrence University
B.A., Liberal Arts
Campaign for the Westchester Children's Museum January 2009 - Present
The PrinceRidge Group 2009 - 2011
ABN AMRO 2005 - 2008
ABN AMRO 2003 - 2005
JP Morgan Chase 1996 - 2003
Lehman Brothers Inc 1989 - 1995
Salomon Brothers 1984 - 1989
Skills
Capital Markets, Investment Banking, Structured Finance, Origination, Banking, Team Building, Recruitment/Retention, Loan Origination, Entrepreneurship, Securitization, Investments, Financial Risk, Portfolio Management, Finance, Hedge Funds, Risk Management, Private Equity, Derivatives, Trading, Financial Services, Credit, Fixed Income, Securities, Treasury Management, Valuation, Management
Education
Columbia University - Columbia Business School
M.S., Business Policy
Harvard University
A.B., English & American Literature and Language
JPMorgan MD in HY ResearchJP Morgan2005 - Present
JP Morgan Chase 1995 - Present
J.P. Morgan 1995 - Present
Peace Corps 1992 - 1994
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Economics
Vanderbilt University 1986 — 1991
Express Scripts December 2012 - November 2014
Unified Grocers September 2011 - September 2012
State of Rhode Island 2005 - 2011
RAM Technologies 2004 - 2005
JP Morgan Chase 2000 - 2004
adidas 1998 - 2000
First USA Bank 1997 - 1998
Skills
COBOL, Visio, SQL, Fileaid, VSAM, Endeavor, CICS, JCL, MVS, DB2, Easytrieve, IMS DB/DC, QMF, Syncsort, Unix, Databases, AIX, Java, Software Documentation, Software Development, SDLC, Perl, Mainframe, IBM Mainframe, Testing, Stored Procedures, Microsoft SQL Server
Education
Slippery Rock University of Pennsylvania 1989 — 1991
Economics
Colorado College 1985 — 1988
Liberal Arts
Liberty University January 2014 - Present
JP Morgan Chase May 2008 - June 2012
JPMorgan Chase & Co. May 2007 - May 2008
VRBO.com January 2007 - March 2007
Lakewood Church of the Nazarene February 2006 - February 2007
American Family Insurance July 2004 - July 2006
Long & Long, P.C. August 2001 - July 2004
Downey Law Firm, P.C. March 1999 - August 2001
Skills
Accounting, Microsoft Excel, Administration, Bookkeeping, Tax Preparation, Leadership
Education
Liberty University 2014 — 2016
Master's Degree, Master of Arts in Professional Counseling, 3.85
Colorado Christian University 1998 — 2003
BA, Psychology
W.W. Grainger November 2009 - November 2010
W.W. Grainger November 2005 - September 2009
JP Morgan Chase September 2004 - September 2005
SBC 2001 - 2004
Skills
SAP, Purchasing, Vlookup, Sales Management, Records Management, Credit Cards, Project Implementation, Research Project..., MS Office Suite, MS Project, Help Desk Management, Vendor Management, Vendor Relations, Vendor, Project Management
Education
Columbia College Chicago
Bachelor of Arts, Business and Communications
DePaul University
Thesis Pending, Master of Liberal Arts
Diem Technologies July 2012 - Present
Independent Consultant January 2008 - Present
Mary Kay Inc. July 2011 - July 2012
Downtown Dallas, Inc. May 2010 - November 2010
DCI Technology Services - INFOMART January 2008 - August 2009
Makit Products Inc. July 2007 - December 2007
JP Morgan Chase February 2005 - January 2007
Resort Quest a Gaylord Entertainment Company July 1998 - December 2004
Skills
Dreamweaver, CSS, Flash, Photoshop, Drupal, Website Development, PHP, InDesign, Visual Studio, HTML, Adobe Fireworks, Wordpress, Web Design, CMS, SEO, Web Development, User Interface Design, User Experience, JavaScript, jQuery, Adobe Creative Suite, Content Management, Graphic Design, Illustrator, Web Analytics, Mac, XHTML, ActionScript, Web Project Management, HTML 5, Information Architecture, Logo Design, CSS3, Mac OS X, Adobe Acrobat, Usability, Google Analytics, Email Marketing, Corporate Branding, WordPress, Interaction Design, User Interface, Mobile Applications, Copywriting, E-commerce, Multimedia, Online Marketing, HTML5, Leadership, Management
Education
Colorado Technical University 2007 — 2010
Associates of Science Information Technology, Information Technology
Colorado Technical University 2007 — 2010
Bachelor of Science Information Technology, Software Engineering
Ford Models, Inc. 2014 - Present
Illinois Department of Revenue 2012 - 2013
Illinois Department of Revenue 2011 - 2012
Sears Holdings Corporation 2010 - 2011
JP Morgan Chase 2007 - 2010
Target 2002 - 2007
Skills
Payroll, Account Reconciliation, Accounting, Access, QuickBooks, Auditing, Microsoft Excel, Outlook, Train Employees, Financial Accounting, PowerPoint, Microsoft Word, Cash Management, Report Writing, 10 Key, Vlookup, Business Objects, PeopleSoft, Invoicing, Tax, Leadership, Oracle, Financial Statements, Time Management, GAAP, Accounts Receivable
Education
Roosevelt University 2011 — 2014
Master's degree, Accounting
Roosevelt University 2008 — 2009
Bachelor's of Science in Business Administration, Accounting, 3.43
Columbia College 2006 — 2008
Accounting
Elgin Community College 2004 — 2006
Associate in Arts, Accounting, 3.01
Hickok & Boardman, Inc. 1991 - Present
JP Morgan Chase September 1984 - January 1991
Skills
Workers Compensation, Project Management, Commercial Insurance, Underwriting, Insurance, Budgets, Property & Casualty..., Public Speaking, Casualty, Risk Management, Professional Liability, Brokers, Commercial Lines, Umbrella Insurance, Liability, Employment Practices...
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA, Finance
College of the Holy Cross
BS, Economics
The Wall Street Journal October 2014 - Present
The Wall Street Journal July 2012 - October 2014
Dow Jones April 2010 - July 2012
SmartMoney Custom Solutions April 2007 - April 2010
SmartMoney Custom Solutions April 2002 - April 2007
Vitech Systems Group 2001 - 2002
Warburg Pincus August 1996 - January 2001
JP Morgan Chase 1993 - 1996
KPMG 1988 - 1993
Skills
Product Development, Product Strategy, Product Management, Marketing Strategy, Mobile Solutions, IT Management, Vendor Management, Pricing, Budget, Contract Negotiations, Digital Marketing, Digital Strategy, Digital Printing, Client Development, Database Marketing, Solutions Marketing, Contract Negotiation, B2B, Budgets, Ruby on Rails, Integrated Marketing, HTML, Business Development, Strategy, CRM, Management, Digital Media, Salesforce.com, Strategic Partnerships, Social Media, Marketing
Education
Columbia University - Columbia Business School 1998 — 2000
MBA
Rice University 1982 — 1987
Bachelor of Arts (B.A.), Art & Art History
Phillips Exeter Academy 1980 — 1982
Treitel Consulting 1991 - Present
American Management Association 1994 - Present
The Economist Intelligence Unit (The EIU) 1988 - 1991
JP Morgan Chase 1985 - 1987
Skills
Pricing, Customer Profitability, Market Development, Product Development, Forecasting, Competitive Analysis, Product Management, Market Planning, Business Planning, Segmentation, Business Strategy, Management Consulting, Market Research, Strategic Planning, Marketing Strategy, New Business Development, Due Diligence, Marketing
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Marketing
University of Oxford
BA, Physics
U.S. Bank August 2014 - Present
U.S. Bank April 2013 - September 2014
JP Morgan Chase May 2011 - April 2013
Queenstown Golf Club October 2010 - March 2011
Book Center of the Rockies 2009 - 2010
Northwestern Mutual July 2009 - September 2009
Skills
Investments, Financial Analysis, Customer Service, Microsoft Excel, Brokerage, Asset Managment, Credit, Sales, Banking, Microsoft Office, PowerPoint, Small Business Lending, Microsoft Word, Leadership, Team Building, Asset Management, Finance, Portfolio Management, Valuation
Education
Colorado State University 2006 — 2010
Bachelor of Science (BS), Business Administration, Management and Operations
Cheyenne Mountain High School 2002 — 2006
Transamerica September 2013 - Present
Edward Jones December 2012 - September 2013
Merrill Lynch September 2011 - November 2012
Hample Insurance May 2011 - September 2011
LPL Financial May 2011 - September 2011
COUNTRY ® Financial May 2010 - May 2011
JP Morgan Chase April 2008 - April 2010
Bellco Credit Union February 2001 - April 2008
Education
Colorado State University 2014 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
Regis University 2007 — 2009
Finance, Accounting and Finance
Gateway High School 1996 — 2000
Metropolitan State College of Denver
Accounting
Cisco June 2015 - Present
Volkswagen of America, Inc August 2013 - April 2015
Ally Financial Inc. September 2012 - June 2013
Comerica Bank April 2011 - September 2012
JP Morgan Chase August 2010 - April 2011
American Electric Power June 2007 - July 2010
Capital One Auto Finance June 2004 - June 2007
National Customer Engineering September 2003 - June 2004
Electronic Data Systems June 2002 - January 2003
Providian Financial January 2000 - March 2002
Skills
Credit Cards, Banking, PMP, Six Sigma, Loans, Project Portfolio..., Power Generation, Program Management, Process Improvement, Vendor Management, PMO, SDLC, Leadership, Integration, Project Delivery, Process Engineering, Business Process, Risk Management, Project Management, SharePoint, IT Service Management, Business Analysis, Analysis, Business Process..., Information Technology, MS Project, Software Development, CMMI, IT Management, Project Planning, ERP, Governance, Change Management, Management, Testing, Resource Management, Requirements Gathering, Software Project..., Visio, Data Center, IT Strategy, Requirements Analysis
Education
The George Washington University - School of Business 2006 — 2007
MPMP
Columbia College 1993 — 2007
Bachelor’s Degree
Six Sigma US 2005 — 2005
Certified Six Sigma Black Belt
University of California, Berkeley 2001 — 2002
PMP
Naval Leadership Institute 1993 — 1997
CQM
The George Washington University
Master’s Degree
Patch.com 2015 - Present
Thomas Publishing Company April 2010 - April 2015
PR Newswire Association February 2004 - February 2009
Citi Capital June 2002 - December 2004
Sony December 2001 - June 2002
Port Authority of New York and New Jersey 2002 - 2002
GRP Financial Services September 2001 - November 2001
JP Morgan Chase March 2001 - September 2001
Ernst & Young December 2000 - March 2001
Fleet Mortgage Corp December 1995 - December 1996
Skills
Financial Analysis, Finance, Risk Management, Credit Analysis, Account Reconciliation, Management, Customer Service, Credit, Accounts Receivable, Credit Risk, Financial Reporting, Analysis, PowerPoint, Web Design, Due Diligence, Loan Origination, Mortgage Servicing, Loss Mitigation, Loans, Ad Hoc Reporting, Oracle E-Business Suite, Loan Work-outs, Loan Modifications, Mortgage Lending, Resolution Specialist, Credit Analyst, Loan Servicing..., Senior Credit..., Oracle Financials, Offset Printing, Logo Design, Asset Remediation, Mortgage Due Diligence..., Forbearance, Collections, UCC filings, Loan IQ, Accounting, Sales, Microsoft Office, Social Media Marketing, Leadership, Portfolio Management, Liquidity Deposit, Lines Of Credit
Education
Colorado Christian University 2014 — 2018
Bachelor's Degree, Business Administration and Management, General
Triton Community College 1984 — 1986
Mortgage management
Essex County Vocational 1976 — 1980
Graphic and Printing Equipment Operator, General Production
IBM December 2014 - Present
IBM February 2014 - December 2014
Lord Abbett & Co. LLC March 2010 - June 2013
JetBlue Airways September 2008 - March 2010
New York City Health and Hospitals Corporation April 2007 - September 2008
TIAA-CREF May 2006 - April 2007
JP Morgan Chase 2004 - 2006
Skills
Tableau, Cloud Marketing, Marketing Strategy, Strategic Data Analysis, Program Management, Vendor Management, SaaS, IT Strategy, Business Development, Strategy, Enterprise Software, Strategic Planning, Cloud Computing, ITIL, Change Management, Process Improvement, Business Process..., Product Management, Outsourcing, Leadership, Regression Models, Analysis, Strategic IT Management, Software Design, Hypothesis Testing, Mergers & Acquisitions, Project Management, IT Management, Business Process..., Metrics, Corporate Finance, Financial Accounting, Integration, Cloud Applications, E-commerce SEO, Strategic Consulting, Small Business Marketing, Market Research, Management, Consulting, Management Consulting, Analytics, Business Strategy, Business Analysis, Future Trends, Emerging Technologies, Systems Improvement, Start-ups, Executive Management
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Finance and Strategy
New York Institute of Technology-Old Westbury
Master of Science (M.S.), Computer Science
Nagpur University
Bachelor of Engineering (B.E.), Computer Technology/Computer Systems Technology
American Express February 2012 - Present
JP Morgan Chase October 2011 - February 2012
Wells Fargo Bank May 2005 - October 2011
Skills
Corporate Card, Management, Cash Management, Payments, Customer Service, Credit Cards, Banking, Credit, Finance, Cash Flow, Financial Analysis, Portfolio Management, Relationship Management, Loans, Leadership
Education
University of Colorado Denver 2010 — 2014
MBA
Colorado Mesa University 2001 — 2005
BBA, Marketing
VM Legal Links, LLC April 2015 - Present
Carlisle McNellie Law & Mercer Belanger, P.C. May 2012 - Present
Lender Processing Services, Inc. (LPS) July 2009 - July 2011
JP Morgan Chase March 2008 - July 2009
Fannie Mae July 2006 - February 2008
Skills
Loss Mitigation, Foreclosures, Default, Bankruptcy, Title Insurance, Loan Modifications, Reverse Mortgages, Loan Servicing, Single Family Homes, Short Sales, BPO, Portfolio Management, Mortgage Lending, Credit, Mortgage Banking, Loan Origination, REO, Residential Mortgages, Mortgage Servicing, Loans, Investment Properties, Underwriting, Refinance, Real Estate Transactions, Real Estate, Credit Analysis, FHA, Asset Management, Commercial Real Estate, Banking, Financial Services, Finance, Real Estate Economics, Consumer Lending, Executive Management, Funding, HUD
Education
Collin County Community College
Business
Century 21 Affiliated, Delafield WI March 2014 - Present
JP Morgan Chase June 2012 - March 2014
JPMorgan Chase and Chase Investment Services Corp. August 2010 - July 2012
High Tech Institute / Anthem February 2009 - April 2010
First Realty GMACReal Estate 2002 - 2010
US ArmyRad Tech & Combat Medic June 1990 - December 1992
Skills
Training, Team Building, Coaching, Public Speaking, Leadership Development, Process Improvement, Selling, Career Development, Staff Development, Management, Leadership, Critical Thinking, Loans, FHA, Credit, Account Management, Conflict Resolution, Lead Generation, Investment Properties, First Time Home Buyers, Foreclosures, Sellers, Referrals, REO, Short Sales, Real Estate Transactions, Online Marketing, Residential Homes, Property Management, Real Estate, Sales, Customer Service, Property, Employee Training, Negotiation, Relocation, Credit Analysis, Condos, Time Management, Marketing, Single Family Homes, Investors, Buyer Representation, New Home Sales, Luxury, Listings, Business Ethics, Work Ethic
Education
Colorado Technical University 2010 — 2015
Bachelor of Applied Science (BASc), Business Administration, Management and Operations
Colorado Technical University 2009 — 2012
BS, Business Administration, Business Management
United Technologies June 2015 - Present
Safety Dynamics Group, Inc. November 2013 - July 2015
City National Bank May 2012 - August 2013
JP Morgan Chase April 2010 - May 2012
1st Centennial Bank April 2007 - January 2009
Rebuild Escondido 2008 - 2009
Escondido Chamber of Commerce 2004 - 2009
Wells Fargo Bank November 1997 - April 2007
Skills
Commercial Lending, Small Business Lending, Banking, Credit, Loans, Commercial Mortgages, Cash Management, Financial Analysis, Commercial Banking, Lines Of Credit, Credit Analysis, Strategic Financial..., Small Business, Financial Services, Underwriting, Asset Based Lending, SBA, Asset Managment, Mortgage Lending, Treasury Management, Financial Modeling, Retail Banking, Asset Management, Relationship Management, Consumer Lending, Funding, Risk Management, Cash Flow, Due Diligence, Loan Origination, Mortgage Banking, Credit Risk, Finance, Portfolio Management, Mergers & Acquisitions, Refinance
Education
Columbia Southern University
Master of Science (M.S.), Occupational Safety & Health- Environmental Management
Columbia Southern University
Bachelor of Science (B.S.), Occupational Health and Safety
Palomar College 2007 — 2008
Associates, Accounting
Cintas December 2012 - Present
Career Education Corporation August 2005 - December 2012
Lifestyle Management Group, LLC. November 2009 - July 2012
JP Morgan Chase March 2008 - November 2008
US Bank November 2004 - August 2005
Twin City Financial Bank May 2002 - November 2004
Skills
Coaching, Leadership Development, Analysis, Organizational..., Management, Customer Service, Performance Management, Recruiting, Strategic Planning, Team Building, Public Speaking, Team Leadership, Research, Leadership, Training, PowerPoint, Negotiation, Business Analysis, Business Strategy, Microsoft Office, Strategy, Account Management, Project Management, E-Learning, Process Improvement, Higher Education, Microsoft Excel, Budgets, Time Management, Human Resources, Sales, System Administration, Staff Development, Project Planning
Education
Colorado Technical University 2009 — 2010
Bachelors of Science in Business Administration, Project Management
Seton Academy
Make-A-Wish Colorado February 2015 - Present
Make-A-Wish Colorado December 2013 - January 2015
University of Colorado January 2011 - December 2013
Benchmark Hospitality April 2003 - January 2011
Wells Fargo June 2006 - April 2010
JP Morgan Chase December 2008 - July 2009
Miles 4 Smiles October 2005 - August 2007
1st Bank May 2005 - February 2006
Skills
Fundraising, Non-profits, Training, Recruiting, Event Planning, Leadership, Outlook, Annual Giving, Event Management, Public Speaking, Nonprofits, Grant Writing, Volunteer Management, Management, Strategic Planning, Program Management, Marketing, Customer Satisfaction, Data Analysis, Customer Service, Team Building, Sales, Editing, Time Management, Community Outreach, Research
Education
University of Denver 2015 — 2016
The Institute for Leaders in Development
Roosevelt University 2007 — 2008
MBA, Human Resources Management
Colorado State University 2001 — 2005
BA, Liberal Arts concentration on Social Sciences, Minor Degree in Political Science
Barclays September 2014 - Present
JP Morgan Chase 2010 - 2014
Banco JP Morgan 2012 - 2013
Eze Castle Integration 2007 - 2010
Kaplan 2001 - 2007
Skills
Integration, Requirements Analysis, Process Improvement, Project Planning, PMP, Risk Management, Business Analysis, Operations Management, Program Management, Strategy, Project Management, Business Process, Business Process..., Leadership, PMO, Management
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Business Administration and Management, General
Pace University - Lubin School of Business
Bachelor's degree, Finance, General
Supreme Lending March 2015 - June 2015
JP Morgan Chase January 2009 - February 2014
Bear Stearns / JP Morgan Chase July 2006 - January 2009
Citi Financial Mortgage January 2004 - July 2006
Citi Financial Mortgage January 2002 - January 2004
The Associates / Citi Financial Mortgage January 1999 - January 2002
First Plus Financial / Remodelers’ National Funding Corporation, 1995 - 1999
Skills
Requirements Gathering, User Acceptance Testing, SDLC, Quality Assurance, Visio, Business Analysis, PMO, Business Requirements, SharePoint, Requirements Analysis, Vendor Management, Project Portfolio..., PMP, Systems Analysis, Software Documentation, Data Warehousing, Process Improvement
Education
Collin County Community College 2014 — 2014
Project Management Certificate Series
Texas State University-San Marcos
Business Administration, Management and Operations
The University of Texas-Pan American
Business Administration, Management and Operations
Countryside Bank January 2015 - Present
JPMorgan Chase October 2011 - Present
JP Morgan Chase April 2010 - October 2011
Brendan Construction May 2006 - April 2010
Griffin Energy Center January 2006 - May 2008
Skills
Credit, Banking, Financial Risk, Capital Markets, Financial Modeling, Investment Management, Underwriting, Financial Analysis, Risk Management, Loans, Investments, Commercial Banking, Credit Analysis, Valuation, Strategic Financial..., Financial Services, Fixed Income, Portfolio Management, Credit Risk, Relationship Management, Treasury Management, Series 63, Loan Origination, Consumer Lending, Cash Management, Retail Banking, Series 6, Business Strategy, Commercial Lending
Education
Missouri State University 2008 — 2009
Investment Strategies Certificate
College of the Ozarks 2004 — 2008
Bachelor of Science, Business Administration
McKinsey & Company April 2015 - Present
McKinsey & Company September 2012 - Present
McKinsey & Company May 2011 - August 2011
JP Morgan Chase April 2008 - July 2010
JP Morgan Chase July 2007 - April 2008
Farley Capital June 2006 - August 2006
Skills
Financial Analysis, Financial Modeling, High Net Worth..., Management, Strategy, Business Analysis, Strategic Planning, Management Consulting
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Management, Marketing, Finance
Dartmouth College 2003 — 2007
BA, Government
Solium Capital May 2012 - Present
Bank of America October 2011 - May 2012
JP Morgan Chase April 2010 - September 2011
Terra Nova Financial April 2006 - June 2009
Terra Nova Financial March 2003 - April 2006
RJF & Associates September 2002 - March 2003
Web Street Securities August 2001 - September 2002
ABN AMRO July 1998 - August 2001
Focused Investments June 1996 - July 1998
Chicago Stock Exchange / Midwest Sec Trust Co April 1992 - June 1996
Skills
Back Office, Equities, Securities, Financial Services, Derivatives, Trading, Series 7, Electronic Trading, Options, Stocks, Mutual Funds, Technical Analysis, Corporate Actions, Portfolio Management, Series 63, Financial Advisory
Education
Columbia College Chicago 1995 — 2000
B.A., Marketing Communications (public relations minor)
NEPC, LLC April 2014 - Present
NEPC, LLC March 2014 - May 2014
NEPC March 2013 - February 2014
Brown Brothers Harriman March 2011 - February 2013
JP Morgan Chase October 2010 - January 2011
State Street Corporation June 2009 - August 2009
Education
College of the Holy Cross 2006 — 2010
Bachelor of the Arts, Economics, Deaf Studies minor
Boston College High School
Kelley Drye & Warren LLP September 2011 - Present
JP Morgan Chase July 2010 - August 2010
Kelley, Drye, & Warren, LLC June 2010 - July 2010
Spector, Gadon,& Rosen, P.C. June 2009 - July 2009
Progressive Insurance May 2004 - August 2008
Education
Columbia Law School 2009 — 2011
J.D., Law
University of South Florida - College of Business Administration 2007 — 2009
B.A, Finance
Phoenix House July 2012 - Present
The Schwartz Center for Compassionate Healthcare February 2009 - Present
The Wellspring Foundation 2008 - Present
New York City Ballet May 2007 - May 2013
SilverPoint Advisors May 2009 - June 2012
Sixth Gear April 2008 - May 2009
Merrill Lynch April 2005 - February 2008
JP Morgan Chase 1986 - 2005
General Mills Fashion Group February 1981 - February 1986
RCA Records 1979 - 1981
Skills
Healthcare Consulting, Executive Compensation, Equity Compensation, Deferred Compensation, Incentive Programs, Employee Benefits, Organizational Structure, Organizational..., Organizational Change, Executive Pay, Change Management, Talent Management, Leadership, Human Resources, Employee Relations, Leadership Development, Equities, HR Consulting, Succession Planning, Strategy, Management, Strategic Planning, 360 Feedback, Executive Coaching, Employee Engagement, Organizational..., Management Development, Career Development, Executive Development, Personnel Management, Organizational Design
Education
New York University 2009 — 2011
MPA, Executive Masters in Public Administration, Health Care
Harvard Business School 1998 — 1998
Executive Education, Strategic Human Resources
Columbia University - Columbia Business School 1990 — 1990
Executive Education, Organization Development
Drexel University - LeBow College of Business 1971 — 1973
MBA, Organization Behavior
Drexel University 1967 — 1971
BS, Business Administration
Audax Group July 2014 - Present
State Street February 2011 - July 2014
JP Morgan Chase November 2010 - February 2011
Merrill Lynch December 2009 - May 2010
Skills
Financial Analysis, Bloomberg, Financial Reporting, Mutual Funds, Equities, Alternative Investments, REIT, Expenses, Budget Process, Hedge Funds, Securities
Education
College of the Holy Cross 2006 — 2010
B.A, Economics
MidCap Advisors, LLC January 1999 - Present
MidCap Advisors, LLC 1999 - Present
JPMorgan Chase September 1982 - January 1997
JP Morgan Chase 1982 - 1997
Skills
Business Valuation, Due Diligence, Business Planning, Succession Planning, Mergers & Acquisitions, Insurance Industry M&A, Corporate Finance, Capital Raises, Mergers
Education
Columbia University - Columbia Business School 1997 — 1998
MBA, Finance
The College of Wooster
Bachelor of Arts (BA), Economics
MasterCard March 2004 - Present
Iron Mountain February 2010 - January 2014
JP Morgan Chase March 2005 - January 2010
Google January 2003 - February 2005
Skills
Databases, Management, Perl, SQL, SDLC, Technical Recruiting, Integration, Oracle SQL Developer, Operating Systems, Project Management, Data Analysis, Data Modeling, Data Mining, Data Warehouse..., Business Intelligence
Education
Columbia University - Columbia Business School 1999 — 2001
MS, Business Administration
IIT Madras 1995 — 1997
MS, Comuter Science
Apollo Global Management LLC September 2013 - Present
Guggenheim Capital Markets July 2009 - September 2013
Morgan Stanley June 2004 - February 2009
JP Morgan Chase July 2002 - June 2004
Skills
Capital Markets, Derivatives, Portfolio Management, Structured Products, Hedge Funds, Financial Structuring, Securitization, Valuation, Bonds, ALM, Fixed Income, Alternative Investments
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
Columbia Law School 1998 — 2001
JD, Corporate Law and Taxation
Wesleyan University 1990 — 1994
BA, Music
JP Morgan Chase February 2011 - Present
Bank of America 1997 - February 2011
ABN-AMRO N.A. 1996 - December 2009
LaSalle Bank September 1996 - December 2008
LaSalle Bank September 1996 - December 2008
First Chicago NBD 1996 - 1997
Skills
Statistical Tools, Loans, Banking, Mortgage Lending, Real Estate, Credit, Finance, Relationship Management, Financial Services, Investment Properties, Negotiation, Credit Analysis, Loan Servicing, Financial Analysis, Customer Service, Management, First Time Home Buyers, Loan Origination, Mortgage Banking, Foreclosures, Sales, Underwriting, Marketing, Residential Mortgages, Commercial Lending, Real Estate Transactions, FHA, VA loans, Consumer Lending
Education
Columbia College Chicago 1999 — 2001
B.A., Journalism
Eastern Illinois University
Journalism
Goldman Sachs September 2014 - Present
Knight Capital Group July 2011 - February 2014
JP Morgan Chase January 2011 - July 2011
JP Morgan August 2008 - January 2011
Columbia University 2003 - 2008
Fastclick 2005 - 2005
Skills
Quantitative Finance, Commodity, Statistical Modeling, Quantitative Analytics, Financial Modeling, Derivatives
Education
Columbia University in the City of New York 2003 — 2008
Doctor of Philosophy (PhD), Operations Research
Columbia Engineering 2003 — 2004
MS, Operations Research
Indian Institute of Technology, Delhi 1999 — 2003
Bachelor of Technology (BTech), Mechanical Engineering
New Era Public School, Mayapuri
Aviton Ltd. April 2013 - Present
LifeSync Holdings October 2012 - Present
LifeSync Corporation January 2007 - October 2012
Tatum LLC December 2004 - December 2006
Bloomberg LP April 2003 - August 2004
Eagle Investment Systems (Mellon) 2002 - 2003
JP Morgan Chase April 2000 - May 2001
AT Kearney March 1998 - December 1999
Deloitte & Touche 1992 - 1998
MEC Consultants 1987 - 1990
Skills
Strategy, Business Strategy, Start-ups, Medical Devices, Mergers & Acquisitions, Project Planning, Management Consulting, Product Development, Business Development, Operations Management, Cross-functional Team..., Healthcare, Mergers, Leadership, Manufacturing, ISO 13485, Supply Chain Management, Engineering Management, Financial Services, Management, Team Building, Product Management, Integration, Patents, Analysis, Strategic Planning, Business Planning, Information Technology..., Process Improvement, Business Process, Project Management, Competitive Analysis, Software Development, Sales, Program Management, Patent Portfolio..., FDA, Product Launch
Education
Columbia University - Columbia Business School 1990 — 1993
MBA, Management of Organizations & Finance
Cornell University 1984 — 1985
Attended PhD Program, Materials Science
Massachusetts Institute of Technology 1981 — 1984
SB, Mechanical Engineering
Philips Academy
rBN Media, LLC September 2008 - Present
GospelFit September 2006 - Present
ESPN October 2009 - August 2011
ESPN May 2008 - October 2009
ESPN February 2005 - May 2008
JP Morgan Chase 2002 - 2004
Rainbow Media 2002 - 2002
Rainbow Media 2000 - 2000
HBO 1996 - 1999
Skills
Digital Media, Career Development..., Social Media, Television, Video Production, Integrated Brand..., Entertainment, New Business Development, Event Management, New Media, Sponsorship, Marketing, Broadcast, Journalism, Business Development, Social Media Marketing, Strategic Planning, Management, Strategic Partnerships, Digital Strategy, Digital Marketing, Video, Online Advertising, Content Strategy, Integrated Marketing, Online Marketing, Strategy, Leadership
Education
Columbia University - Columbia Business School
MBA, Media, Finance
The New School
MA, Media Studies
Vassar College
AB, Economics
Spelman College
TIAA-CREF October 2014 - Present
TIAA-CREF September 2013 - September 2014
TIAA-CREF August 2009 - September 2013
TIAA-CREF December 2008 - July 2009
TIAA-CREF September 2005 - December 2008
TIAA-CREF November 2004 - September 2005
JP Morgan Chase January 2004 - November 2004
TIAA-CREF October 2001 - September 2003
TIAA-CREF August 1999 - October 2001
Merrill Lynch November 1998 - August 1999
Skills
Business Analysis, Program Management, Financial Services, Mutual Funds, Leadership, Retirement, Training, Process Improvement, Strategy, Change Management, Software Documentation, Business Process..., CRM, Investments, Project Portfolio..., Risk Management, Testing
Education
Colorado State University 1993 — 1997
BSBA, Finance
JPMorgan Chase June 1987 - January 2007
JP Morgan Chase 1987 - 2006
Education
Columbia University - Columbia Business School 1997 — 1999
JP Morgan Chase March 2010 - Present
JPMorgan Chase September 2007 - March 2010
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
Columbia University in the City of New York 2001 — 2004
BS, Computer Engineering
MMC 2010 - Present
MMC November 2005 - August 2008
JP Morgan Chase August 1995 - November 2005
JPMorgan Chase 2003 - 2005
JPMorgan Retirement Plan Services 2000 - 2005
American Century Investments 1995 - 2003
Skills
Mutual Funds, Strategic Financial..., Management, Leadership, Accounting, Risk Management, Insurance, Financial Analysis, Financial Services, Business Analysis, Process Improvement, Series 6, Series 63, Securities
Education
Colorado College 1984 — 1988
Bachelor of Arts (B.A.), Economics
Cignium Technologies December 2011 - Present
FIS Software September 2010 - December 2011
Pearson Technology Group July 2007 - June 2010
JP Morgan Chase May 2007 - July 2007
JP Morgan Chase March 2002 - May 2007
Vornado Realty Trust June 2002 - June 2003
Alliance Funding LLC, A division of Superior Bank FSB February 1998 - March 2002
Skills
Business Analysis, Quality Assurance, Agile, Process Development, SharePoint, MS Project, Change Management, Business Requirements, Customer Relations, Team Building, Problem Solving, Risk Management, PMP, Program Management, Software Project..., Excel, Team Leadership, Resource Management, SDLC, Requirements Analysis, Process Improvement, XML, Microsoft Office, Visio, Web Applications, SQL, Agile Methodologies, Customer Service, Enterprise Architecture, Project Management, Software Development, Project Planning, Management, Waterfall, .NET, Vendor Management, Requirements Gathering, Project Portfolio..., Agile Project Management
Education
Villanova University 2009 — 2014
Masters Certification in Project Management
Colorado State University 2006 — 2007
Certification, Technical Business Analysis
State University of New York at Orange 1991 — 2006
CIS
JP Morgan Chase March 2014 - Present
JPMorgan Chase March 2012 - Present
Bank of America January 2012 - March 2012
Bank of AmericaoReviewed and appropriately identified consumer checking accounts which displayed an October 2009 - January 2012
Bank of America January 2006 - October 2009
Carmax January 2002 - January 2005
Skills
AML, Microsoft Excel, Banking, Bank Secrecy Act, KYC, OFAC, Credit, USA PATRIOT Act, Risk Management, Financial Risk, Fraud, Retail Banking, Operational Risk..., Credit Cards, Analysis, Loans, Credit Risk, Anti Money Laundering
Education
The University of Texas at Dallas 2007 — 2010
Business
Collin County Community College 1999 — 2002
Newlands Enterprises LLC 2001 - Present
Oracle 1998 - 2015
Envision Software 1997 - 1998
LeMill Associates 1996 - 1997
JP Morgan Chase 1989 - 1995
Skills
Data Warehousing, Business Intelligence, Enterprise Software, Exadata, Business Development, Pre-sales, OBIEE, Analytics, SaaS, Big Data, Management, Sales Management, Oracle, CRM, Oracle Applications, Go-to-market Strategy, Oracle E-Business Suite, Sales Enablement, Business Process, Strategic Partnerships, Business Alliances, ERP, Master Data Management, Cloud Computing, Professional Services, Integration, Solution Architecture, Enterprise Architecture, Software Industry, Data Integration, IT Strategy, SOA, Solution Selling, ETL, EAI, High Availability, Software Project..., Demand Generation, Consulting, OLAP, Databases
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Marketing, Management of Orgs
Smith College 1980 — 1984
AB, Mathematics
SAC Capital April 2004 - Present
JP Morgan Chase 1999 - 2004
Education
Columbia University - Columbia Business School 1997 — 1998
MBA, Finance
Tyco Fire Protection Products December 2013 - Present
Tyco International December 2010 - December 2013
Tyco International Ltd October 2007 - December 2010
JP Morgan Chase June 2006 - September 2007
Prudential Financial January 2002 - June 2006
KPMG Peat Marwick December 2000 - December 2001
KPMG Peat Marwick September 1994 - December 2000
Skills
Financial Analysis, Auditing, Valuation, Mergers & Acquisitions, Financial Services, Investor Relations, Due Diligence, Corporate Finance, Analysis, Accounting, SEC filings, Strategic Financial..., Finance, Sarbanes-Oxley Act, Financial Modeling, Financial Planning
Education
Columbia University - Columbia Business School 1998 — 2000
Master of Business Administration, Finance and Economics
Rider University 1990 — 1994
B.S, Finance and Accounting
Fairfield County Bank July 2011 - Present
Fairfield County Bank February 2007 - July 2011
JP Morgan Chase September 1990 - January 2007
The Chase Manhattan Bank September 1990 - August 1998
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance / Management
Villanova University 1986 — 1990
BSBA, Marketing
Merrill Lynch June 2013 - Present
Merrill Lynch Global Wealth & Investment Management, New York, N.Y. May 2009 - June 2013
Merrill Lynch Global Markets & Investment Banking May 2006 - May 2009
Merrill Lynch Private Banking & Investment Group January 2003 - May 2006
JP Morgan Chase May 1995 - December 2002
Skills
Wealth Management
Education
Columbia University - Columbia Business School 2001 — 2003
Master of Business Administration (MBA)
New York University 1993 — 1995
MA, Journalism
Lehigh University 1989 — 1993
BA, Psychology
University of New South Wales 1992 — 1992
Merrill Lynch April 2010 - Present
Merrill Lynch 2006 - 2009
JPMorgan Chase September 1997 - October 2004
JPMorgan 1997 - 2004
JP Morgan Chase 1997 - 2004
Skills
Alternative Investments, Series 7, Hedge Funds, Wealth Management, Asset Allocation, Fixed Income, Equities, Asset Managment, Investments, Portfolio Management, Mutual Funds, Investment Advisory, Series 63, Investment Strategies, Capital Markets, Investment Management, Private Equity, Derivatives, Investment Banking, Wealth Management..., Securities, Management, Financial Services, Bloomberg, Financial Modeling, Finance, Valuation, Financial Markets, Financial Advisory, Risk Management
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
University of Rhode Island - College of Business Administration 1987 — 1991
BS
Sutherland Mortgage Svc June 2015 - Present
Nazareth College March 2015 - Present
JP Morgan Chase February 2013 - November 2014
JP Morgan Chase August 2009 - February 2013
JPMorgan Chase March 2009 - August 2009
Rochester General Health System May 2008 - February 2009
JPMorgan Chase October 2007 - April 2008
Rochester Finacial Group 2006 - 2007
Chase 2001 - 2006
JPMorgan Chase February 1999 - May 2001
Skills
Analysis, Banking, Credit, Customer Service, Insurance, Leadership, Process Improvement, Management, Training, Mortgage Banking, Microsoft Office, Risk Management, Mortgage Lending, Call Centers, Team Building, Loans, Business Analysis, Project Management, Credit Analysis, Financial Analysis
Education
Colorado Technical University 2005 — 2007
MBA, Business Administration
St. John Fisher College 1990 — 1994
Bachelor's degree, Political Science and Government
Friendship Central School 1977 — 1990
H, Regents Diploma
JPMorgan Chase March 2014 - Present
JP Morgan Chase December 2009 - March 2014
Arapahoe Credit Union May 2008 - October 2009
Skills
Credit, Investments, Banking, Customer Service, Customer Relations, Accounting, Small Business, Insurance, Leadership, Team Building, Management
Education
Colorado State University 2001 — 2005
Bachelor of Science (B.S.) and Bachelor of Arts, Business Administration and Management, And French Language
Wells Fargo September 2014 - Present
Barclays Capital September 2008 - September 2014
Lehman Brothers February 2007 - September 2008
JP Morgan Chase February 2006 - February 2007
Morgan Stanley February 2005 - February 2006
Lehman Brothers August 2002 - February 2005
Crosslinks Systems, Inc. April 2000 - January 2002
INVESCO May 1998 - April 2000
Bloomberg September 1996 - April 1998
Skills
Fixed Income, Trading Systems, Electronic Trading, Derivatives, Equity Derivatives, Risk Management, Trading, Quantitative Analytics, Market Data, Investment Banking, Credit Derivatives, Equities, Market Risk, Portfolio Management, Middle Office, Financial Risk
Education
Willmot/7City 2013 — 2014
Certificate in Quant Finance, CQF, Financial Derivatives Theory/Practices
Columbia University - Fu Foundation School of Engineering and Applied Science
M. Phil, Applied Physics
Polytechnic University
BS, Electrical Engineering, Physics
Gordon Analytics January 2014 - Present
New York State Assembly January 2013 - December 2013
Lateral Power 2008 - 2010
UBS Wealth Management 2006 - 2007
State Street 2004 - 2006
Credit Suisse First Boston 2003 - 2004
JP Morgan Chase 2000 - 2002
Skanska 2000 - 2000
AT&T 1999 - 1999
Black & Veatch 1998 - 1998
Skills
Agile Project Management, Agile, Scrum, Business Analysis, Software Project..., Project Portfolio..., Requirements Gathering, PMO, PMP, SDLC, Data Warehousing, Program Management, Business Intelligence, IT Strategy, Risk Management, Project Delivery, User Acceptance Testing, Systems Analysis, Waterfall, MS Project, Virtual Teams, Requirements Analysis, Risk Mitigation, Process Engineering, Data Modeling, Software Development, Application Development, Portfolio Management, Visio, Project Planning, Certified Scrum Master..., Business Requirements, Business Process..., RAD, IT Management, Software Implementation, Quality Assurance, Process Development, Business Process, Certified Project..., Full SDLC, RUP, Project Plans, Vendor Management, Enterprise Architecture, Resource Management, Project Management
Education
Micropower Computer Institute
OCP DBA, Oracle 8i/9i Certified Professional (OCP) DBA
Columbia Engineering 2000 — 2002
MS Cert., Engineering & Management Systems
Fordham University 1996 — 2000
Bachelors of Science, Engineering and Mathematics
JPMorgan Chase January 2013 - January 2014
Nationwide Insurance January 2012 - December 2012
JP Morgan Chase June 2010 - October 2011
Excellus BCBS September 2009 - May 2010
Debevoise & Plimpton January 2008 - February 2009
National City Bank August 2006 - August 2007
JPMorgan Chase January 2006 - August 2006
Skills
Business Analysis, Risk Management, Crystal Reports, Business Intelligence, Visio, Project Management, SDLC, Requirements Analysis, Vendor Management, Business Requirements, Requirements Gathering, Business Process..., SharePoint, Business Process..., Databases, Software Project..., SQL, Microsoft SQL Server, Software Documentation, MS Project, IT Strategy, Enterprise Architecture, User Acceptance Testing, Agile Methodologies, Program Management
Education
Colorado Technical University 2009 — 2012
Doctorate, Global Leadership
DeVry University 2003 — 2005
MBA, Grad Cert:, Business, Project Management
Kwame Nkrumah' University of Science and Technology, Kumasi 1995 — 1999
Bsc
JP Morgan Chase June 2012 - Present
Boeing May 1996 - June 2012
Skills
Earned Value Management, Aerospace, Systems Engineering, AS9100, Avionics, Requirements Management, Flight Test, Testing, Configuration Management, Aircraft, Six Sigma, Spacecraft, Space Systems, Requirements Analysis, Root Cause Analysis, Integration, Process Improvement, Engineering Management, Program Management, PeopleSoft, MS Project, Process Engineering, Security Clearance, Quality Assurance, Business Process..., Analysis, Change Management, Continuous Improvement, Cross-functional Team..., Defense, Project Management, Value Stream Mapping, Aviation, DMAIC, Engineering, Project Planning, CMMI, Manufacturing..., Lean Manufacturing, Microsoft Project
Education
Colorado Technical University 2004 — 2005
MS, Project Management
Midmark Corporation February 2015 - Present
Modis October 2014 - February 2015
JPMorgan Chase & Co. December 2011 - September 2014
JPMorgan Chase February 2011 - December 2011
JP Morgan Chase May 2006 - February 2011
Northmont High School August 1998 - November 2006
Industrial Security Service, LLC January 2004 - May 2006
Strategic Resources Incorporated May 2003 - May 2006
Alternative Resources Corporation August 2002 - May 2003
CACI International Inc May 2002 - August 2002
Skills
Information Technology, Business Continuity, Information Security..., Analysis, Strategic Planning, Customer Service, Microsoft Excel, Financial Analysis, SQL, Cyber-security, Vulnerability Management, SharePoint, SharePoint Server, SharePoint Designer, Windows Sharepoint..., SharePoint..., Microsoft Office, Microsoft Word, Microsoft Project, Microsoft Technologies, Qualys, InfoPath, InfoPath Forms, VMware Workstation, Workstation..., Identity Management, ESM, System Administration, Systems Analysis, Symantec Antivirus, Symantec Endpoint..., CHCS, ALTA, HIPAA, Compliance PCI, Flight Simulation, Flight Safety, Flight Training, Aviation, Civil Aviation, Aviation Security, Military Aviation, General Aviation, Aviation Law, Aviation Regulations, Aviation Electronics, Unmanned Vehicles, Unmanned Aerial Systems
Education
Sinclair Community College 2013 — 2014
Certification of Unmanned Aerial Systems, Aeronautics/Aviation/Aerospace Science and Technology, General
Colorado Technical University 2006 — 2007
Masters of Science in Management, Information Systems Security
Western Kentucky University 1993 — 1998
Bachelor of Science (B.S.), Industrial Technology/Technician
JP Morgan Chase September 2008 - Present
Education
Columbia College 2007 — 2012
Business Administration
HSBC July 2014 - Present
Bank of America April 2013 - July 2014
Barclay's Capital October 2012 - March 2013
Bank of America October 2010 - September 2012
Barclay's Capital February 2010 - October 2010
JP Morgan Chase December 2008 - February 2010
JP Morgan Chase February 2006 - December 2008
Bank of America 2004 - 2006
TIAA-CREF 2000 - 2004
Education
Columbia Engineering 1980 — 1984
Bachelor's Degree, Electrical Engineering
Discount Tire January 2014 - June 2014
Parchment Inc. November 2013 - January 2014
U-Haul International May 2012 - November 2013
Innovated CAD Solutions February 2009 - May 2012
Apple January 2008 - February 2009
JP Morgan Chase May 2006 - January 2008
Skills
Troubleshooting, Public Speaking, Networking, Computer Hardware
Education
Glendale Community College 2011 — 2013
Associates in Applied Science, Applied Science, Computer Systems Engineering/Mechanical Engineering in Energy
Collins College 1999 — 2001
Associate's degree, Visual Communications
Halliburton September 2011 - Present
JP Morgan Chase December 2007 - September 2011
Education
University of Colorado at Denver 2010 — 2013
Master of Business Administration (MBA)
Colorado State University 2000 — 2004
Bachelor of Science (B.S.), Organizational Management
SunGard Consulting Services October 2010 - Present
SunGard Consulting Services April 2009 - October 2010
JP Morgan Chase July 2007 - December 2008
JP Morgan Chase July 2005 - July 2007
JPMorgan Chase January 2002 - July 2005
JPMorgan Chase February 1998 - December 2001
JPMorgan Chase June 1995 - February 1998
JPMorgan Chase January 1988 - July 1995
JPMorgan Chase February 1986 - July 1988
Skills
Consulting, Project Management, Long-term Customer..., Cross-functional Team..., New Business Development, Leadership, Product Management, Business Process, Financial Services, Asset Managment, Banking, Management, Program Management, Offshoring, CRM, PMO, Vendor Management, Business Process..., Asset Management, Process Improvement, Strategic Communications, Business Analysis, PMP, Strategy, Integration, Strategic Planning, IT Strategy, SDLC, Risk Management
Education
College of the Holy Cross
BA, Psychology
New York University - Leonard N. Stern School of Business
MBA, Management, International Business
JP Morgan Chase September 2010 - Present
Goldman Sachs March 2000 - September 2010
Bear Stearns December 1998 - February 2000
Skills
Python, Perl, C, C++, SQL, Trading Systems, Software Development, Unix, Unix Shell Scripting, Bash, Distributed Systems, Linux, Design-Build, Automation, Process Automation, Compilation, GNU Make, SCons, CMake
Education
Columbia Engineering 1992 — 1998
BS
jpmorgan chase 1980 - 1998
jpmorgan chase 1980 - 1998
JP Morgan Chase June 1974 - June 1997
Education
Columbia University - Columbia Business School 1967 — 1971
MBA, Production Management
Nissan Motor Acceptance Corp (NMAC) May 2015 - Present
JPMorgan Chase March 2013 - May 2015
JP Morgan Chase April 2010 - March 2013
Windswept Organix, Inc. June 2005 - January 2011
GMAC 1988 - 2005
Skills
New Business Development, Underwriting, Negotiation, Commercial Lending, Credit Analysis, Microsoft Excel, Financial Analysis, Management, Portfolio Management, Credit, Risk Management, Finance, Loans, Credit Risk, Budgets, Business Analysis, Due Diligence, Financial Risk, Forecasting, Leadership, Process Improvement, Sales, Strategic Planning
Education
Colorado State University 1980 — 1984
BA, Political Science
My Online Business Empire (M.O.B.E) July 2013 - Present
Mastermind Partner Program February 2013 - Present
Medical Imaging Resources, Inc. November 2010 - Present
JP Morgan Chase January 2010 - February 2011
Kennedy Industries, Inc June 1997 - February 2008
APX International April 1995 - July 1996
The Kroger Company August 1989 - April 1995
Skills
Recruiting, Access, Management, Process Improvement, Salesforce.com, Team Building, Customer Service, Project Management, Leadership, Training, Sales, Marketing, Human Resources, Project Planning
Education
Colorado Technical University 2006 — 2008
Bachelor of Science, Business Administration - Project Management
Bank of America October 2013 - Present
JP Morgan Chase May 2010 - October 2013
JPMorgan Chase December 2006 - May 2010
National City Bank 1996 - 2006
JPMorgan Chase 1983 - 1996
Skills
Commercial Banking, Credit Risk, Sales Management, Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., Middle Market, Capital Markets, Commercial Lending, Credit, Finance, Financial Planning, Financial Services, Portfolio Management
Education
Columbia Business School
Master of Business Administration (MBA), Finance, General
Georgetown University
BS, Finance
JP Morgan Chase February 2010 - Present
Deutsche Bank June 2009 - August 2009
IBM Global Services July 2006 - July 2008
Education
Columbia Engineering 2008 — 2009
Punjab Engineering College 2002 — 2006
BE, IT
Alliant Credit Union October 2014 - Present
JP Morgan Chase September 2009 - September 2014
Wintrust Mortgage Corporation March 2009 - September 2009
Residential Loan Centers of America September 2004 - February 2009
Washington Mutual June 2002 - May 2004
Skills
Credit Analysis, Banking, Auditing, Customer Service, FHA, Financial Risk, Underwriting, Residential Mortgages, Refinance
Education
Columbia College (SC) 2005 — 2007
MBA, Finance and International Banking
Columbia College (SC) 1998 — 1999
B.S., Finanace and Management
Institute of Business Administration
WE Family Offices January 2015 - Present
WE Family Offices January 2013 - December 2014
StartingBloc January 2013 - June 2013
GenSpring Family Offices - International Division January 2010 - December 2012
JP Morgan Chase May 2008 - January 2010
Ameriprise Financial March 2006 - May 2008
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Investments, Valuation, Series 7, Asset Managment, Bloomberg, Strategic Financial..., Asset Allocation, Corporate Finance, Wealth Management
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Florida International University - College of Business Administration 2009 — 2009
Master’s Degree, Specialty: Investment Analytics, 3.67/4.0
Florida International University - College of Business Administration 2001 — 2005
BBA, Finance, International Business Minor in Economics
Depository Trust Clearing Corporation January 2015 - Present
JP Morgan Chase 2008 - September 2014
Bear Stearns 1990 - 2008
US International Reinsurance Company 1987 - 1990
Reserve Fund 1980 - 1983
Skills
Trading Systems, Electronic Trading, Prime Brokerage, Market Data, Equity Trading, Equities, Middle Office, Options, Derivatives, Investment Banking, Low Latency, Order Management, Functional..., Technical Analysis, Data Warehousing, Database Design, Data Analysis, SQL DB2, C, Regulatory Compliance, Back Office, Microsoft Office, Relational Databases, Agile & Waterfall..., Process Engineering, Core Java, JavaScript, JIRA, XML Schema, Trade Compliance, Risk Management, Market Access, OATS, iSeries development, Data Integration, Information Technology, Queue Management, System Deployment, Test Automation, Automated Software..., Change Control, Software Project..., Full SDLC, Debugging Code, SDLC, Trading
Education
New York University 2001 — 2003
MS, Computer Science
Columbia Engineering 1978 — 1981
BS, Computer Science
Meadowcrest ENT and Facial Cosmetics Center September 2010 - January 2011
JP Morgan Chase May 2007 - May 2008
HSBC North America October 2003 - October 2006
Colorado Department of Public Health and Environment 1999 - 2002
Skills
Microsoft Office, PowerPoint, Customer Service, Public Speaking, Analysis, Project Management, Strategic Planning, Business Analysis, Healthcare, Leadership, Data Entry, Leadership Development, Management, Process Improvement, Risk Management
Education
Metropolitan State University of Denver 2007 — 2009
B.S., Healthcare Management
University of Colorado Denver 2002 — 2003
MBA, Business Management
Colorado State University 1994 — 1998
B.S., Biological Science, minor in Anatomy/Neurobiology
JP Morgan Chase May 2005 - Present
Wells Fargo May 2004 - March 2005
Skills
Equities, Financial Analysis, Investments, Business Analysis, Loan Origination, Loans, Banking, Mortgage Lending, Financial Reporting, Credit, Portfolio Management, Risk Management, Spanish, Commercial Banking, Mortgage Banking, Mergers & Acquisitions, Retirement Planning, Due Diligence, Executive Management, Refinance, Asset Management, Business Development, Insurance, Strategic Financial..., Residential Mortgages, FHA, New Business Development, Relationship Management, Financial Services, Analysis, Estate Planning, Credit Analysis, Small Business, Real Estate, Construction Loans, Commercial Lending, Small Business Lending
Education
Colorado State University 1997 — 2002
Bachelor of Science (BS), Psychology
Colorado State University 1997 — 2002
Bachelor of Applied Science (B.A.Sc.), Psychology, 3.0
Monitor Liability February 2008 - Present
Member Insurance February 2006 - January 2008
JP Morgan Chase October 2002 - February 2006
Kemper Insurance June 2000 - October 2001
Zurich Financial Services June 1998 - June 2001
Education
Columbia College
Bachelors, Business Administration
DePaul University 2000 — 2002
Business
Credit Suisse July 2014 - Present
J.P. Morgan March 2012 - May 2014
JP Morgan Chase 2010 - March 2011
Education
Columbia University - Columbia Business School 2008 — 2010
University of Pennsylvania
JP Morgan Chase June 2012 - Present
JPMorgan Chase & Co. August 2010 - May 2012
MF Global June 2009 - June 2010
Great Wall Securities Company May 2007 - August 2007
Skills
Portfolio Management, Portfolio Optimization, Portfolio Construction, Risk Management, Portfolio Performance..., Investment Strategies, Quantitative Finance, Financial Modeling, Quantitative Analytics, Derivatives, Hedge Funds, Fixed Income, Capital Markets, Matlab, VBA, SQL, Bloomberg, Databases
Education
Columbia Engineering 2008 — 2009
MS, Financial Engineering
Washington University in St. Louis 2006 — 2008
MS, Electrical Engineering
Harbin Institute of Technology 2002 — 2006
BS, Microelectronics
JP Morgan Chase 2010 - Present
JPMorgan Chase January 2007 - March 2010
Fiserv 2000 - 2007
Skills
Customer Service, Commercial Banking, Financial Services, Business Analysis, Forecasting, Financial Analysis, Management, Visio, Team Building, Call Centers, Process Improvement, Risk Management, Cash Management, Microsoft Office, Credit, Banking, Telecommunications, Portfolio Management, Project Management, Operations Management, PeopleSoft, Microsoft Excel, Disaster Recovery, Outlook, Leadership, Vendor Management, Loans, Team Leadership, Access, SDLC
Education
Columbia College 2008 — 2009
General Studies
DTCC April 2010 - Present
The Receivables Exchange 2008 - Present
The Diocese of Paterson 2007 - Present
JP Morgan Chase July 1977 - February 2008
JPMorgan 1977 - 2008
Skills
Securities, Funding, Portfolio Management, Banking, Financial Services, Capital Markets, Fixed Income, Hedge Funds, Financial Risk, Risk Management, Finance, Structured Finance, Equities, Valuation, Investments, Commercial Banking, Due Diligence, Credit Risk, Business Analysis, Financial Modeling, Investment Banking, Asset Managment, Change Management, Cash Management, Mergers & Acquisitions, Strategy, Trading Systems, Credit, Financial Analysis, Project Management, Corporate Finance
Education
Columbia University - Columbia Business School
MBA
PrimeSource Building Products January 2012 - Present
PrimeSource Building Products January 2010 - January 2012
Yanmar America November 2006 - June 2010
JP Morgan Chase January 2005 - November 2006
Zurich Life January 2001 - December 2005
Skills
Advertising, Trade Shows, Invoicing, Customer Service, Access, Marketing, Microsoft Excel, PowerPoint, Account Management, Software Documentation, Microsoft Word, Microsoft Office, Sales Management, Lotus Notes, Inventory Management, Sales, Management, Customer Satisfaction, Forecasting, Salesforce.com, Purchasing, Budgets, Sales Operations
Education
Columbia College 2001 — 2004
Bachelor's of Science, Business Administration/Marketing
Northern Illinois University 2000 — 2001
Bachelors of Science, Business Administration/Marketing
McHenry County College 1998 — 2000
Associates of Science, General Studies
General Electric June 2010 - Present
JP Morgan Chase June 2009 - August 2009
Education
College of the Holy Cross 2006 — 2010
BA, Economics
JPMorgan Chase June 2012 - Present
JP Morgan Chase March 2011 - June 2012
Orange Leaf September 2010 - March 2011
Columbia College Chicago January 2008 - September 2009
Pearson Education July 2006 - December 2007
Skills
Proofreading, Microsoft Office, Editing, Customer Service, Written Correspondence, Processing, Research, Document Review, Organization
Education
Columbia College Chicago 2007 — 2009
Film and Video
The University of Findlay 2002 — 2006
B.A., English
Harris County Sheriff's Office May 2009 - Present
JP Morgan Chase April 2012 - April 2014
Equity Mortgage March 2009 - August 2009
Rhino Financial May 2005 - March 2009
United States Marine Corps October 2003 - November 2006
Skills
Finance, Training, Insurance, Cross-functional Team..., Human Resources, Investigation, Risk Management, Asset Protection, Intelligence/Information..., Advisory Reporting, Business Development, Leadership, Private Investigations, Analysis, Data Analysis, Project Management
Education
UNT Dallas College of Law 2014 — 2017
Juris Doctorate, Law
Colorado Technical University 2006 — 2009
Bachelor of Business Administration (BBA), Finance and Financial Management Services, 3.03
JPMorgan Chase July 2014 - Present
JP Morgan Chase July 2010 - Present
Itau-Unibanco May 2006 - July 2010
Unibanco Asset Management September 2005 - May 2006
Skills
Hedge Funds, Quantitative Analysis, Fixed Income, Economics, Asset Allocation, Due Diligence, Asset Management
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
Universidade de São Paulo 2002 — 2006
Bachelor of Science (BS), Production Engineering, 3.7 GPA
Stay at Home Mom July 2010 - Present
Hillsdale High School September 2009 - June 2010
CBS Outdoor September 2004 - December 2008
JP Morgan Chase June 2002 - September 2004
Skills
Sales, Sales Presentations, Account Management, New Business Development, Advertising, Direct Sales, Online Advertising, Sales Process, Research, Sales Operations, Digital Marketing, Teaching, Customer Service
Education
Mesa State College 1998 — 2002
Bachelor's, Business Administration
JPMorgan Chase March 2014 - May 2015
JP Morgan Chase December 2004 - March 2014
Société Générale February 2004 - November 2004
Skills
Corporate Finance, Alternative Investments, Asset Management, Equity Research, Fixed Income, Investment Banking, Investments, Due Diligence, Bloomberg, Capital Markets, Management, Equities
Education
Colorado Technical University
Bachelor’s Degree, Business Administration and Management, General / Finance, 3.86
SAFY December 2014 - Present
Huntington National Bank December 2013 - November 2014
Chase August 2011 - December 2013
Doubletree Hotel September 2010 - June 2011
Myers Real Estate April 2009 - April 2010
JP Morgan Chase May 2006 - May 2008
Skills
Microsoft Excel, Accounting, Invoicing, Outlook, Budgets, Hospitality, Accounts Payable, Accounts Receivable, Payroll, Property Management, Property Management..., Hospitality Management, QuickBooks, Forecasting, Microsoft Office, Financial Reporting, Customer Support, Processing, Balance Sheet, Marketing, Negotiation, Sales, General Ledger
Education
Columbia Southern University 2015 — 2017
Bachelor of Applied Science (BASc), Human Resources Management and Services
The Ohio State University 2002 — 2005
English
Hondros College 2004 — 2004
Real Estate Courses, Real Estate
Upper Arlington High School 1997 — 2001
High School/Secondary Diplomas and Certificates
JPMorgan Chase July 2004 - Present
JP Morgan Chase January 2001 - July 2004
JP Morgan Chase January 1989 - January 2001
Dreyfus October 1986 - December 1988
Dreyfus October 1981 - October 1986
Skills
Management, Project Management, PMO, Finance, Customer Service, Vendor Management, Loans, SDLC, Banking, Business Analysis, Risk Management, IT Strategy, Process Improvement, Financial Services, Project Portfolio...
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Business Administration
Manhattan College 1977 — 1981
BS, Economics, Marketing
Independent Consultant January 2012 - Present
UBS Investment Bank March 2010 - November 2011
Independent Consultant 2009 - 2010
JP Morgan Chase 2007 - 2009
Promontory Financial Group, LLC, 2006 - 2007
U.S. Department of Treasury July 2001 - December 2004
American International Group 1996 - 2001
Swiss Bank Corporation 1993 - 1996
First National Bank of Chicago 1988 - 1993
Federal Reserve Bank of New York 1983 - 1988
Skills
Risk Management, Public Policy, Capital Markets, Derivatives, Financial Services, Fixed Income, FX Options, Market Risk, Executive Management, Enterprise Risk..., Trading, Policy, Change Management, Financial Markets, Strategy, Portfolio Management, Financial Risk, Investments, Investment Banking, Emerging Markets, Banking, Finance, Asset Management
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Finance, International Business
University of Rochester 1977 — 1981
BA, Economics
MDC Holdings November 2014 - Present
MDC Holdings July 2012 - October 2014
City of Aurora January 2011 - February 2012
Bank of America October 2010 - January 2011
JP Morgan Chase November 1997 - May 2010
Skills
Policy, Customer Service, Hiring, Compliance, Customer Relations, Excel, Performance Management, Employee Relations, Auditing, Process Improvement, Recruiting, Mortgage Lending, Microsoft Excel, Management, Leadership, Payroll, Interviews, Time Management, Human Resources, Customer Satisfaction, Teamwork, Employee Training, Accounting, Team Building, Coaching, Banking, Administration, Loans, Employee Benefits, Software Documentation, Organizational..., Supervisory Skills, Outlook, Risk Management, Operations Management, Access
Education
Colorado State University
Bachelor of Science
Colorado State University
Bachelor of Applied Science (B.A.Sc.)
Morgan Stanley Investment Management July 2004 - Present
Morgan Stanley Investment Management January 2002 - June 2004
JP Morgan Chase January 1994 - June 1996
Education
Columbia University - Columbia Business School 1996 — 1998
MBA with Honors, Finance
Hamilton College 1989 — 1993
BA, Government
JP Morgan Chase May 2011 - Present
Lord Abbett July 2006 - May 2011
Education
College of the Holy Cross 2002 — 2006
BA, Economics
John Hancock Financial Services May 2015 - Present
State Street September 2010 - April 2015
PanAgora Asset Management April 2008 - April 2009
MFC Global Investment Management 2006 - 2008
JP Morgan Chase January 2003 - March 2006
Skills
VBA, Economics, Trading Systems, Performance Metrics
Education
College of the Holy Cross 1996 — 2000
BA, Economics
Ripped Ralph, LLC January 2014 - Present
The Ralph Thomure Group, LLC September 2012 - Present
JPMorgan Chase February 2011 - March 2014
JP Morgan Chase July 2008 - January 2011
JP Morgan Chase August 2007 - June 2008
Skills
Banking, Financial Analysis, Small Business, Sales, Portfolio Management, Entrepreneurship, Coaching, Marketing, Building Relationships, Problem Solving, Business Loans, Cash Management, Long-term Customer..., Training, Employee Benefits, Customer Service, Leadership, Loans, Credit, Small Business Lending, Commercial Lending
Education
Colorado School of Mines
Civil Engineering and Economics
Varick Asset Management July 2010 - Present
Barclays Capital September 2008 - December 2009
Lehman Brothers 2007 - September 2008
Sigma Advisors 2003 - 2007
Volaris Advisors 2001 - 2003
Robertson Stephens 1999 - 2001
JP Morgan Chase 1993 - 1999
Education
Columbia Engineering 1989 — 1993
BS, Mechanical Engineering
JP Morgan Chase September 2003 - Present
United States Air Force December 1994 - July 1999
Education
Colorado State University 2001 — 2003
Business Adminstration, Computer Information Systems
Samsung Electronics America May 2015 - Present
Samsung Telecommunications America June 2014 - Present
UTD SOM August 2013 - December 2013
DCMA April 2011 - December 2012
Group Excellence October 2009 - June 2010
JP Morgan Chase May 2007 - January 2008
Wells Fargo Bank April 2006 - January 2007
Skills
Budgets, Microsoft Office, Data Analysis, Financial Analysis, Microsoft Excel, Access, Analysis, Leadership, Microsoft Word, Research, PowerPoint, Financial Modeling, Economics, Statistics, Team Leadership, Strategic Planning, Public Speaking, Teamwork, Risk Management, Accounting, Financial Reporting, Investments, Management
Education
The University of Texas at Dallas - School of Management 2009 — 2013
B.S., Finance and Economics
Collin County Community College
Kaplan University
The University of Texas at Dallas - School of Management
JPMorgan Chase January 2012 - Present
JP Morgan Chase February 2008 - January 2012
Washington Mutual August 2007 - January 2008
Le Cordon Bleu Chicago June 2005 - August 2007
American InterContinental University April 2004 - June 2005
Skills
Series 6, Series 63, Life and Health, Investments, Student Financial Aid, Management, Customer Service, Finance, Microsoft Office, Team Building, Time Management
Education
Colorado Technical University 2006 — 2007
Finance
Eastern Illinois University 1998 — 2003
Bachelors of Art, Economics
JP Morgan Chase November 2011 - Present
Bank of America October 1997 - October 2011
Education
College of the Holy Cross 1993 — 1997
Boston College High School 1990 — 1993
TIAA-CREF October 2014 - Present
Great-West Financial November 2012 - October 2014
JP Morgan Chase May 2011 - November 2012
GameStop October 2009 - May 2011
Barnes & Noble June 2008 - October 2009
Skills
Notary Public, Employee Training, Management, Sales, Retail, Customer Service, Deposits, Product Management, Accounting, Customer Experience, Loans, Mortgage Lending, Commercial Banking, Consumer Lending, Outlook, Loss Prevention, Data Entry, Payroll, Call Centers, Leadership
Education
Columbia College 2008 — 2011
Master's degree, Business Administration and Management, General
Columbia College 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Computer/Information Technology Administration and Management