JP Morgan Chase
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JPMorgan Chase & Co. is the sixth-largest bank in the world by total assets ($2,533.60 B). wikipedia.org
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JP Morgan Chase Employees
JPMorgan Chase & Co. May 2015 - Present
JPMorgan Chase & Co. January 2013 - May 2015
JP Morgan Chase January 2008 - December 2010
Washington Mutual October 2005 - December 2007
Washington Mutual April 2004 - October 2005
Washington Mutual September 2003 - April 2004
Education
Florida State University 1999 — 2003
B.S, Marketing
Tooele County School District August 2014 - Present
Benson Gristmill Performing Arts Foundation 2008 - Present
Tooele County School District January 2014 - August 2014
Tooele County Housing Authority June 2012 - December 2013
SAIC June 2009 - June 2012
Standard Optical January 2009 - October 2009
Sephora, Utah Distribution Center July 2008 - November 2008
Professional Education Institute June 2005 - July 2008
JP Morgan Chase 2004 - 2005
Lenscrafters 2000 - 2004
Skills
Budgeting, Strategic Planning, Claims Resolution, Security Clearance, Scheduling, Outlook, Customer Service, Word, Excel, PowerPoint, Microsoft Office, Customer Relations, Employee Relations, Public Speaking, Supervisory Skills, Administration, Data Analysis, Change Management, Planning, Budgets, Process Scheduler, Project Planning, Microsoft Excel, Payroll, Microsoft Word, Employee Benefits, Team Building, System Administration, Human Resources, Accounts Payable, Invoicing, Program Management, Management, Recruiting, Leadership, Interviews, Fundraising, Analysis, Visio, Government, Policy, Sales, Research, Time Management
Education
Florida Metropolitan University 2004 — 2005
Accounting/Busines
Florida State University 1990 — 1993
BA, Theater
Douglas Anderson School of the Arts
LSCU & Affiliates May 2011 - Present
Faneuil Inc December 2010 - May 2011
Grow Financial Federal Credit Union September 2008 - August 2010
Grow Financial Federal Credit Union January 2008 - August 2008
Washington Mutual January 2006 - January 2008
Bank of America January 2003 - December 2005
JP Morgan Chase July 2000 - December 2002
First USA/Bank One April 1998 - July 2000
Skills
Employee Engagement, Process Improvement, Employee Relations, Performance Management, Banking, Team Building, Coaching, Strategic Planning, Human Resources, Employee Benefits, Talent Acquisition, HRIS, Organizational..., Benefits Administration, Recruiting, Succession Planning, Customer Service, Employee Handbooks, HR Policies, 401(k) Administration, Onboarding, Employee Training, New Hire Orientations, Interviews, Payroll, FMLA, Talent Management, Hiring, Personnel Management, Compensation, Applicant Tracking..., Performance Appraisal, Exit Interviews, Training, Deferred Compensation, Policy, Management, College Recruiting, Leadership Development, Workforce Planning, Compensation & Benefit, Leadership, Executive Management, Call Centers, Job Descriptions, Temporary Placement, SPHR, Career Development, PeopleSoft, HR Consulting
Education
Syracuse University
B.A., Journalism and Public Affairs
Florida State University
M.S., Performance Improvement and Human Resource Development
Saint Leo University
MBA, HR Management
Visa December 2012 - February 2014
NetPolarity December 2010 - December 2012
Excell Data July 2009 - June 2011
Microsoft 2009 - 2010
International Hotels Group May 2009 - July 2009
JP Morgan Chase June 2007 - January 2009
WaMu 2007 - 2009
Comsys November 2005 - April 2006
T-Mobile 2003 - 2005
T-Mobile 2002 - 2003
Skills
Analytics, Databases, Data Mining, SAS, SQL, Data Warehousing, Unix, Analysis, ETL, Strategy, Oracle, Integration, Microsoft SQL Server, SAS programming, Program Management
Education
Washington University in St. Louis 1989 — 1992
Masters, Information Management
Florida State University 1979 — 1981
Music, Music
Principia Upper School
PNC Mortgage June 2011 - 2013
JP Morgan Chase June 2009 - June 2011
Boesch-Mathis Appraisers Inc. December 2008 - June 2009
Wachovia Bank, World Savings 2007 - 2008
Wachovia Bank 2007 - 2008
Boesch Mathis Appraisers Inc. 2002 - 2007
Pardue Heid Church Smith and Waller July 1993 - June 2001
Skills
Appraisals, Loss Mitigation, REO, Risk Management, USDA, FHA, Mortgage Lending, Loans, Residential Mortgages, Banking, Loan Origination, Residential Homes, Valuation, Short Sales, Mortgage Banking
Education
Florida State University - College of Business 1989 — 1991
BS, Finance
Bloomberg February 2009 - Present
Bloomberg October 2011 - September 2012
AXA Equitable 2008 - 2009
AXA Advisors May 2007 - August 2007
JP Morgan Chase May 2006 - September 2006
Skills
Bloomberg, Foreign Exchange, Foreign Exchange Risk..., Valuation, Derivatives, Trading, Economics, Options, Capital Markets, Investment Banking, Investments, Hedge Funds, Financial Markets, Equities, FX Derivatives, Bloomberg Terminal, Currency, Asset Managment, FX Options, Market Data, Structured Products, Series 7, FX trading, Portfolio Management, Fixed Income, FX Hedging, Commodity, Trading Systems, Electronic Trading, Equity Trading, Financial Analysis, Bonds, Financial Modeling, Commodity Markets, Hedging, Equity Derivatives, Alternative Investments
Education
Fordham Gabelli School of Business 2009 — 2011
MBA, Finance & Business Economics
Muhlenberg College 2005 — 2008
BA, Finance, Political Science
New Vista Space (NVS) Services Group October 2013 - Present
Practice Makes Perfect February 2014 - Present
CoreNet Global January 2012 - December 2013
American Express August 2011 - September 2012
JP Morgan Chase March 2011 - August 2011
The Bank of New York Mellon September 2008 - March 2011
Skadden, Arps, Slate, Meagher & Flom LLP August 2003 - September 2008
Skills
Business Strategy, Business Planning, Business Analysis, Business Operations, Operations Management, Corporate Finance, Accounting, Corporate Real Estate, Procurement, Facilities Management, Construction Management, Site Selections, Location Intelligence, Portfolio Optimization, Contract Negotiation, Real Estate Transactions, Commercial Leasing, Due Diligence, Real Estate Economics, Workplace Strategy, M&A experience, Divestitures, Property Disposition, Project Management, Program Management, Drafting Policies, Office Procedures, Organizational Design, Management, Mentoring, Portfolio Management, Mergers, Lease Negotiations, Mergers & Acquisitions, Leases, Budgets, Asset Management, Real Estate, Financial Analysis, Entrepreneurship, CRM, Disposition, Commercial Real Estate, Negotiation, Finance, Investment Properties, Valuation, Project Planning, Financial Modeling, Workplace Design
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
Master of Business Administration (M.B.A.), Management Systems
Fordham University - Graduate School of Business Administration 2012 — 2012
Executive Certificate, Leadership & Growth
New York University, School of Continuing & Professional Studies 2003 — 2004
Professional Certificate, Real Estate Studies
Cornell University, School of Industrial & Labor Relations 1999 — 2003
Bachelor of Science (B.S.), Industrial & Labor Relations
Bloomberg LP December 2014 - Present
Guggenheim Partners October 2014 - December 2014
Macquarie Group March 2012 - October 2014
Verisk Analytics November 2011 - March 2012
Pershing August 2011 - September 2011
JP Morgan Chase February 2011 - July 2011
Swarovski North America September 2009 - December 2010
ARAMARK December 2007 - November 2008
T-Mobile January 2006 - October 2007
Z-Tech Corporation May 2005 - December 2005
Skills
Event Planning, Corporate Events, Event Management, Meeting Planning, Time Management, Contract Negotiation, Food & Beverage, Coordinating Events, Trade Shows, Marketing Strategy, Customer Service, Marketing, Budget Reconciliation, Venue Relations, Social Media, Management, Social Media Marketing, Marketing Communications, Special Events, Conferences, Venue Selection, Cvent, Hotel Contract..., Venue Search, Project Management, Planning & Execution of...
Education
Florida State University 2000 — 2004
Bachelors of Science, International Affairs
Moody's Analytics September 2006 - Present
British Schools and Universities Foundation 2000 - Present
JP Morgan Chase 2002 - 2006
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1993 - 2000
CSFB 1986 - 1993
L. F. Rothschild, Unterberg, Towbin 1983 - 1986
Skills
Fixed Income Securities..., Bank Analysis, Insurance Company..., Non-Bank Financial..., Capital Markets, Fixed Income Research, Bonds, Hedge Funds, Equity Research, Portfolio Management, Business Services, Fixed Income, Finance, Banking, CDS, Credit Analysis, Risk Management, Financial Markets, Fixed Income Analysis, Bloomberg, Securitization, Investment Banking, Credit, Credit Risk, Credit Derivatives, Valuation, Structured Finance, Equities, ABS, Financial Risk, Structured Products, Emerging Markets, Financial Modeling, Derivatives, Investments, Corporate Finance, Market Risk, Securities, Analysis, Financial Services, Financial Structuring, Alternative Investments, Asset Management, Trading, Asset Allocation, Investment Management, Private Equity, Mutual Funds, Options, Investment Strategies
Education
Fordham University - Graduate School of Business Administration 1980 — 1983
MBA, Finance & Accounting
Kenyon College 1971 — 1975
BA, Economics
South Kent School 1967 — 1971
High School, Simplicity, Sincerity and Service
Sabadell United Bank January 2015 - Present
SunTrust Bank April 2012 - January 2015
JP Morgan Chase March 2010 - April 2012
Regions Bank November 2003 - March 2010
Union Planters Bank November 2002 - November 2003
Skills
Lines Of Credit, Commercial Lines, Commercial Banking, Commercial Lending, Banking, Retail Banking, SBA, SBA 504, Management, Sales Management, Commercial Insurance, Credit, Credit Analysis, Underwriting, Portfolio Management, Small Business Lending, Strategic Planning, Training, Team Building, New Business Development, Real Estate, Cash Management, Cross Selling, Sales, Investments, Loans
Education
Florida International University - College of Business Administration 1999 — 2002
Finance and Management Information Systems
Miami Dade College 1996 — 1999
AA, Accounting and Business/Management
Miami Senior High
Jp Morgan Chase 2014 - Present
JPMorgan Chase 2012 - 2013
A2Z Field Services 2010 - 2012
National City Bank 2005 - 2008
National City Bank 2003 - 2005
Skills
AML, Compliance Regulations, Bank Secrecy Act, USA PATRIOT Act, OFAC, KYC, Fraud, Financial Services, Risk Assessment, Terrorist Financing, Banking, Financial Risk, Investigative Reporting, Mortgage Lending, French, Training, Foreclosures, HUD, Anti Money Laundering
Education
Fordham University
Bachelor of Arts Degree (BA), French Studies, Minor in Business Administration
Northern Kentucky University
50 credit hours toward Juris Doctor (JD) degree, Law
Deloitte January 2014 - Present
Consumer Financial Protection Bureau August 2011 - January 2014
FDIC November 2010 - August 2011
JP Morgan Chase March 2008 - November 2010
Wachovia Bank NA February 2007 - March 2008
Wachovia Bank NA January 2005 - February 2007
Wachovia Bank NA June 2003 - December 2004
Skills
Banking, Credit, Leadership, Training, Finance, Management, Credit Risk, Loans, Portfolio Management, Analysis, Underwriting, Retail Banking, Risk Management, Real Estate, Budgets, Commercial Lending, Mergers & Acquisitions, Mortgage Lending, Financial Analysis, Consumer Lending, Negotiation, Credit Analysis
Education
University of Florida - Warrington College of Business Administration 2004 — 2005
MBA, Entreprenuership
Florida State University - College of Business 2000 — 2003
BA, Finance and Multinational Business Operations
Synovus Bank June 2015 - Present
JP Morgan Chase 2011 - December 2014
M&I Marshall and Ilsley Bank 2007 - 2011
Wachovia Bank January 1990 - March 2007
Skills
Loan Origination, Mortgage Lending, Business Development, Credit Analysis, Sales, Underwriting, Commercial Banking, Loans, Credit, Sales Management, Marketing, Small Business Lending, Leadership, Banking, Lines Of Credit, Commercial Lending, Portfolio Management, Microsoft Excel, Management, Financial Services, Customer Service, Relationship Management, Risk Management, Cross Selling, Consumer Lending
Education
Florida State University
JP Morgan Chase July 2010 - Present
Skills
Salesforce.com, New Business Development, Account Management
Education
Florida State University 2007 — 2009
Bachelor of Science (B.S.), Interdisciplinary Social Sciences, 3.7
Southern Scholarship Foundation August 2012 - Present
JP Morgan Chase June 2015 - August 2015
Florida State University Career Center September 2011 - May 2015
Universidade Federal do Parana August 2014 - December 2014
Universidade Federal do Parana August 2014 - December 2014
SEG Ingeniería May 2013 - July 2013
Skills
Customer Service
Education
Florida State University 2011 — 2016
Bachelor's degree, Industrial Engineering
EverBank June 2012 - Present
Florida Capital Bank Mortgage June 2011 - October 2011
JP Morgan Chase August 2010 - October 2010
Guident Technologies May 2009 - March 2010
Grant Thornton LLP June 2008 - May 2009
Clearsoft, Inc August 2007 - May 2008
Northrop Grumman Corporation April 2005 - June 2007
Accenture, LLP May 2004 - April 2005
Skills
PL/SQL, Report Writing, Business Intelligence, Oracle, Toad, Unix Shell Scripting, Cognos, DB2, Microstrategy, SQL, Business Objects, Unix, XML, Linux, Perl, Oracle Discoverer, Shell Scripting, HTML, Data Warehousing, Databases, Requirements Analysis, Microsoft SQL Server, SDLC, Analysis, Business Intelligence..., Business Requirements, Requirements Gathering, Visio, T-SQL, Systems Analysis, Business Analysis, Business Process, Data Mining, .NET, Software Documentation, ETL, Data Modeling
Education
Florida State University - College of Business 2000 — 2004
B.S., Management Information Systems
Citi November 2014 - Present
Federal Deposit Insurance Corporation August 2010 - April 2014
Fidelity Investments February 2008 - August 2010
Bank of America July 2006 - December 2007
JP Morgan Chase July 2002 - August 2006
Wachovia June 1991 - July 2002
Skills
Asset Management, Business Development, Commercial Banking, Commercial Lending, Consumer Lending, Credit Analysis, Credit Risk, Compliance, Management, Mortgage Lending, Risk Management, Small Business Lending, Financial Risk, Loans, Real Estate, Strategy, Finance, Underwriting, Investments, Financial Institutions, Credit, Portfolio Management, Mortgage Banking, Loan Servicing, Mortgage Underwriting, Financial Analysis, Due Diligence, Loss Mitigation, Financial Services, Loan Origination, Mortgage Servicing, Securities, Residential Mortgages, Business Planning, Process Improvement, Insurance, Financial Modeling, Strategic Financial..., Mergers & Acquisitions, Relationship Management, Leadership, Financial Planning
Education
Florida State University
Bachelor's degree, Social Sciences
Tallahassee Community College
Associate's degree
W. P. Carey Inc. April 2015 - Present
Ernst & Young July 2012 - February 2015
Price Waterhouse Coopers June 2010 - March 2012
JP Morgan Chase May 2009 - August 2009
Credit Suisse September 2008 - April 2009
Cushman & Wakefield May 2008 - August 2008
Skills
Tax, Income Tax, Financial Reporting, Accounting, Auditing, Financial Analysis, Tax Preparation, Microsoft Excel, Corporate Finance, Financial Accounting, Account Reconciliation, Corporate Tax, Tax Accounting, SEC filings, Finance, Committed to..., SEC Filings
Education
Fordham University - Graduate School of Business Administration 2010 — 2011
Master of Accounting, Taxation
Fordham University 2006 — 2010
Bachelor of Science, Public Accounting
Syosset High School 2000 — 2006
High School Diploma
HSBC May 2015 - Present
The Royal Bank of Scotland plc February 2006 - Present
JP Morgan Chase July 1997 - February 2006
HSBC Markets, Inc. January 1996 - July 1997
Skills
Relationship Management, Middle Office, Derivatives, Credit Derivatives, FX Options, Customer Service, Interest Rate..., ISDA, Hedge Funds, Structured Products, Swaps, Settlement, Options, Trading, Trading Systems, Capital Markets
Education
FINRA
Series 99, Operations Professional
Fordham Gabelli School of Business
MBA, Management
New York University
BA, Economics
CBS Radio October 2013 - October 2014
CBS Radio January 2011 - September 2013
CBS RADIO/WWFS July 2010 - January 2011
CBS Radio July 2008 - July 2010
STARWORKS Group August 2009 - May 2010
CBS Radio / 92.3 NOW New York July 2009 - February 2010
JP Morgan Chase May 2007 - February 2008
JP Morgan Chase July 2006 - May 2007
Skills
Radio, Digital Media, Broadcast, Social Media Marketing, Facebook, Sponsorship, Radio Advertising, Social Media, Integrated Marketing, Advertising, Digital Marketing, New Media, Fashion, Public Relations, Finance, Human Resources, Hiring Personnel, Media Buying, Media Planning, Publicity, Press Releases
Education
Fordham University 2006 — 2010
BS, Business Administration (Marketing & Management)
Stella Maris High School 2002 — 2006
Advanced Regents Diploma
N Andrews Accounting Services June 2009 - Present
Tutoring Services March 2008 - Present
Merrill Lynch April 2011 - June 2011
JP Morgan Chase January 2011 - March 2011
Allstate Insurance January 2009 - June 2009
Gustafson's LLC November 2002 - November 2008
Skills
Inventory Management, Inventory Control, Cost Accounting, Pricing, General Ledger, Journal Entries, Writing, QuickBooks, Sales Tax, Income Tax, Communication, Inventory, Financial Analysis, Financial Accounting, Financial Statements, Tutoring, Teaching, Product Cost Analysis, Account Reconciliation, Accounts Payable, Financial Statement..., Financial Transactions, Financial Audits, Bookkeeping, Time Management, Small Business, Spreadsheets, Microsoft Excel, Tax, Access, Auditing, Budgets, Management, Payroll, Accounting, GAAP, Tax Preparation, Accounts Receivable, Balance, Financial Reporting, Finance
Education
Columbia College 2011 — 2013
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Columbia College 2010 — 2011
Bachelor, Management Information System
Florida Metropolitan University 2002 — 2004
MBA, Accounting
Florida Metropolitan University 2002 — 2004
Bachelor, Accounting
Florida State College at Jacksonville 2000 — 2002
Associate of Science, Accounting
Mitchell, Williams, Selig, Gates & Woodyard, P.L.L.C. June 2014 - Present
Faegre Baker Daniels LLP July 2007 - May 2013
The Burgiss Group July 2006 - April 2007
JP Morgan Chase June 2003 - June 2006
Skills
Marketing Strategy, Marketing, Strategic Planning, Management, Budgets, Marketing Communications, Internal Communications, Media Relations, Strategy, Editing, Leadership Development, Business Development, Proposal Writing, Strategic Communications, Public Relations, Sales, Legal Marketing, Social Media Marketing, Market Research, Social Media, CRM, Email Marketing, Event Management, Corporate Communications, Leadership, Direct Marketing, Digital Marketing, Brand Development, Advertising, Online Marketing, Market Planning, Social Networking, Event Planning, New Business Development, Corporate Branding
Education
Fordham Gabelli School of Business 2002 — 2004
MBA, Finance and Marketing
New York University 1994 — 1998
Bachelor of Music, Musical Theater Vocal Performance
Customer Contact February 2012 - Present
Starbucks Coffee Company February 2010 - July 2011
Group RCI a division of Wyndham Worldwide May 2008 - November 2008
RCI Global Vacation Network December 2006 - August 2008
Group RCI a division of Wyndham Worldwide December 2006 - May 2008
JP Morgan Chase 2006 - 2006
Metropolitan Life December 2004 - December 2005
Metlife, Inc. 2004 - 2005
GE Consumer Finance January 2001 - January 2004
GE 2001 - 2004
Skills
Strategic Planning, Process Improvement, Change Management, Cross-functional Team..., Program Management, Leadership, Operations Management, CRM, Retail, Sales, Business Development, Selling, Marketing, Call Centers, Strategy, Customer Satisfaction, Management, Start-ups, Outsourcing, Customer Retention, Training, Project Management, Team Building, Team Leadership
Education
Fordham University 1981 — 1985
BA, Liberal Arts
Fordham University 1981 — 1985
B.A, Philosophy
UC San Diego March 2011 - Present
TopFiveComputers.com August 2009 - February 2012
Houghton Mifflin June 2007 - June 2008
SDSU Research Foundation June 2004 - June 2006
Weill Cornell Medical College May 1999 - February 2004
JP Morgan Chase May 1997 - May 1998
Coopers & Lybrand June 1996 - April 1997
Skills
Financial Analysis, Accounting, Nonprofits, Tax, Blogging, Sales, Portfolio Management, Budgets, Analysis, Cash Management, Financial Modeling, Forecasting, Strategic Planning, Managerial Finance, Corporate Finance, Strategic Financial..., Account Reconciliation, Microsoft Excel, Auditing, Management, Financial Planning
Education
The University of Texas at Austin - Red McCombs School of Business 1995 — 1996
MPA, Accounting
Florida State University - College of Business 1989 — 1992
B.S., Finance
Valencia College 2008 — 2010
A.S., Computer Information Technology
JPMorgan Chase & Co. July 2014 - Present
JPMorgan Chase January 2013 - June 2014
JPMorgan Chase April 2010 - January 2013
JP Morgan Chase March 2007 - April 2010
Ernst & Young June 2004 - March 2007
O'Connor Brokerage - NYMEX May 2003 - June 2004
CTX Media Center 2000 - 2003
Bloomberg LP 1997 - 1999
Skills
Self Assessment, IT Audit, Sarbanes-Oxley Act, CISA, Enterprise Risk..., SAS70, Risk Management, Operational Risk, Auditing, Operational Risk..., Internal Audit, IT Risk Management, Internal Controls
Education
Fordham Gabelli School of Business 1999 — 2001
MBA, Information Systems
State University of New York at Albany 1992 — 1995
BS, Chemistry
American Express August 2015 - Present
American Express August 2013 - August 2015
American Express March 2012 - August 2013
American Express June 2010 - March 2012
JP Morgan Chase January 2009 - April 2010
JP Morgan Chase September 2007 - January 2009
JPMorgan Chase June 2007 - August 2007
Burlington Coat Factory June 2006 - August 2006
Skills
Strategy, Relationship Management, Product Management, CRM, Market Research, Marketing, Business Planning, Marketing Strategy, Account Management, Analytics, Banking, Financial Analysis, Financial Services, Management, Portfolio Management, Project Management, Sales
Education
Fordham Gabelli School of Business 2015 — 2017
Executive MBA, Business Administration and Management
Temple University - Fox School of Business and Management 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance and Marketing
JP Morgan Chase September 2009 - Present
NYFIX June 2008 - September 2009
Bear Stearns 1995 - 2008
BlackRock Financial Management 1992 - 1995
Davis Polk & Wardwell July 1986 - November 1992
Philon, Inc July 1984 - July 1986
Skills
Unix, Disaster Recovery, Infrastructure, Enterprise Architecture, Servers, Leadership, SDLC, Vendor Management
Education
Kaplan University 2006 — 2009
Bachelor's Degree, Information Technology
Kaplan University 2004 — 2009
Bachelors, Computer Science
Fordham University 1985 — 1987
St. Francis College 1980 — 1981
Merrill Lynch February 2012 - Present
Financial Firm September 2009 - February 2012
Wells Fargo Advisors January 2005 - July 2009
JP Morgan Chase January 1994 - January 2005
IDS American Express Financial Services, Inc. May 1992 - December 1994
Skills
Strategic Planning, Organizational Design, Coaching, Financial Advisory, Problem Solving, Mentoring, Financial Planning, Asset Management, Wealth Management, Compliance, Asset Managment, Operational Excellence, Strategic Financial..., Employee Training, Investments, Training, Fixed Annuities, Leadership, Sales, Credit, Financial Analysis, Management, Finance, Estate Planning, Series 7, Financial Services, Team Building, Strategy, Loans, Asset Allocation, Series 63, Alternative Investments, Banking, Human Resources, 401k, Risk Management, Equities, Series 24, Mergers & Acquisitions, Securities, Investment Strategies, Investment Management, FINRA, Mutual Funds, Recruiting, Retirement Planning, Project Planning, Uniform Combined State..., Analysis, Relationship Management
Education
Fordham Gabelli School of Business 2000 — 2002
MBA
University at Buffalo 1990 — 1992
BA
JP Morgan Chase March 2011 - Present
JPMorgan Chase August 2010 - March 2011
JPMorgan Chase August 2009 - August 2010
Washington Mutual Card Services March 2005 - March 2006
Winn Dixie Stores March 2000 - March 2005
Skills
Project Management, Metrics Reporting, Business Analytics, Strategic Thinking, Development Of Employees, Technical Operations, Business Process..., Microsoft Office, Oral & Written..., Access, Cross-functional Team..., Leadership, Microsoft Excel, Process Improvement, SharePoint, Software Documentation, Visio, Data Analysis, Training, Call Centers, Finance, Management, Business Process, Budgets
Education
Florida State College at Jacksonville 2012 — 2014
Bachelor's Degree, Business Administration and Management, General
JP Morgan Chase October 2009 - Present
Bank of America September 2007 - September 2009
LaSalle Bank March 2002 - September 2007
Wachovia May 1998 - January 2002
Wachovia Bank 1976 - 2002
Manufacturers Hanover Trust 1973 - 1976
Education
University of Denver 1971 — 1973
MA, International Finance
Florida State University 1967 — 1971
BA, International Relations
Clearsense, LLC June 2015 - Present
Fidelity National Financial January 2013 - Present
Bank of America April 2012 - January 2013
Blue Cross Blue Shield of Florida January 2012 - August 2012
Interline Brands March 2011 - January 2012
Merrill Lynch August 2009 - May 2011
Blue Cross Blue Shield of Florida December 2007 - August 2009
JP Morgan Chase May 2002 - January 2007
Solutions Consulting Group (Formerly Alitum Consulting) February 1999 - June 2002
UPS (United Parcel Service) Corporate January 1994 - April 1998
Skills
Application Development, .NET, C#, SQL Server, SOA, Visual Studio, TFS, Enterprise Architecture, ASP.NET, WCF, XML, TOGAF, WPF, VB.NET, JavaScript, Silverlight, LINQ, Web Services, Architecture, Application Architecture, ADO.NET, SQL, ASP, AJAX, Software Development, ASP.NET MVC, Solution Architecture, T-SQL, Web Applications, IIS, Database Design, Database Development, SDLC, Microsoft SQL Server, Horse Care, Junior Golf, Music Theory, Horse Properties, Rock & Roll, Fly Fishing, Breakdance, Alternative Rock, Bass Guitar, Laser Hair Removal, Surfing, BizTalk, SSRS, Object Oriented Design, Unit Testing, MVVM
Education
Florida Community College at Jacksonville 1990 — 1994
Associate in Arts, Computer Information Services
Broadridge Financial Solutions June 2012 - Present
GFI Group March 2009 - June 2012
JP Morgan Chase March 2005 - February 2009
Citigroup June 1995 - March 2005
Skills
Credit, Finance, Budgets, Analysis, Leadership, Capital Markets, Fixed Income, Mortgage Lending, Financial Modeling, Financial Analysis, Derivatives, Variance Analysis, Strategic Financial..., Accounting, Corporate Finance, Financial Services, Credit Risk, Mergers & Acquisitions, Analytics, Executive Management, Valuation, Management, Risk Management, Financial Planning, Financial Reporting, Forecasting, Strategy
Education
Fordham Gabelli School of Business
M.B.A., Finance
Rutgers University-New Brunswick
B.A., Economics
Stuyvesant HS
Stuyvesant HS
Stuyvesant HS
Stuyvesant HS
JP Morgan Chase September 2015 - Present
UBS Investment Bank December 1991 - July 2015
Education
Fordham Gabelli School of Business 1991 — 1993
MBA, Finance
West Virginia University 1981 — 1985
JP Morgan Chase 2006 - Present
Fidelity Investments 2004 - 2006
Maplecrest Auto Group 2001 - 2004
Sharp Electronics Corporation 2000 - 2001
Block Drug Company 1997 - 2000
American International Group Inc. 1987 - 1997
Skills
Financial Reporting, Project Management, Financial Forecasting, Operations Management, Treasury Management, Cash Management, Banking, Treasury Services, Portfolio Management, Commercial Banking, Fixed Income, Risk Management, Credit, Investments, Derivatives, Bloomberg, Financial Modeling, Financial Institutions, Capital Markets, FX Options, Relationship Management, Financial Services, Treasury, Credit Analysis, Commercial Lending, Strategy
Education
Pace University 1984 — 1988
MBA, Finance
Fordham University 1976 — 1980
BA, Communication Arts
JP Morgan Chase April 2011 - Present
JPMorgan Chase August 2010 - April 2011
JPMorgan Chase October 2009 - August 2010
Skills
Operations Management, MS Office Suite, Quality Assurance, Capacity Planning, Production Management, Production Planning, Internal Audit
Education
Florida Community College at Jacksonville 1998 — 2000
JP Morgan Chase July 2012 - Present
JPMorgan Chase June 2011 - September 2011
JPMorgan Chase June 2010 - August 2010
Education
Fordham Gabelli School of Business 2015 — 2017
Master of Business Administration (MBA), Global Finance, A+
Sacred Heart University 2008 — 2012
Bachelor's degree, Computer Science. Minor in Business Administration
Barclays Investment Bank September 2014 - Present
JP Morgan Chase July 2010 - August 2014
Goldman, Sachs & Co February 2009 - May 2010
Smart Women Securities January 2009 - May 2010
Skills
Credit Analysis, Underwriting, Bloomberg Terminal, Financial Markets, Emerging Markets, Economics, Asset Allocation, Cash Management, Leadership, Leveraged Finance
Education
Fordham University 2006 — 2010
Bachelor of Science, Finance
Yusen Logistics (Americas), Inc. March 2012 - Present
JPMorgan Chase April 2009 - March 2012
JP Morgan Chase December 2007 - March 2009
APL Logistics 1996 - 2005
Skills
Marketing Strategy, MIS, Strategic Planning, Classical and Web based..., Advertising and Public..., Marketing Research, Event Management, Analysis, Business Analysis, Business Development, Email Marketing, Management, Marketing, Operations Management, Program Management, Supply Chain Management, Transportation, Project Management, Leadership, Supply Chain, Team Management, Strategy, New Business Development, Process Improvement
Education
Northwestern University - Kellogg School of Management 1996 — 1997
SCM & Logistics - Advanced Management Program, Logistics, Materials, and Supply Chain Management
Jacksonville University 1994 — 1996
Master of Business Administration (MBA), Marketing Management
Florida State University - College of Business 1985 — 1989
BS, Marketing - Industrial Management
JP Morgan Chase February 2011 - Present
Verizon Business August 2009 - February 2011
Stream Global Services January 2004 - January 2009
Software Spectrum July 2001 - December 2003
Verizon May 2001 - June 2001
MCI May 2000 - April 2001
MCI October 1999 - April 2000
MCI March 1999 - September 1999
MCI March 1997 - February 1999
MCI September 1995 - February 1997
Education
St. Petersburg College 2009 — 2012
Bachelor of Applied Science (BASc), Technology Management, 3.82
St. Petersburg College 1988 — 1994
Associate in Arts, Technology & Communications
Florida Metropolitan University
JPMorgan Chase April 2013 - Present
JP Morgan Chase July 2010 - April 2013
Deutsche Bank April 2007 - January 2009
Nomura Securities International, Inc 2005 - 2006
Bloomberg 1997 - 2004
Education
Princeton Theological Seminary 2013 — 2016
Master's Degree
Fordham Gabelli School of Business 1999 — 2001
MBA, Finance, Accounting
CFA Institute 2002 — 2004
CFA Charterholder
Western Illinois University
Bachelor in Business, Finance, Economics
PJCC
JP Morgan Chase November 2010 - Present
TSYS 2011 - 2013
DHL August 2003 - October 2009
Danzas AEI September 1988 - August 2003
Education
Fordham University 1982 — 1986
JPMorgan Chase & Co. June 2014 - Present
JP Morgan Chase April 2011 - May 2014
American Express November 2010 - March 2011
American Express 2006 - November 2010
American Express 2005 - 2006
American Express 2004 - 2005
America 2002 - 2004
American Express 2000 - 2002
American Express March 1998 - May 2000
American Airlines January 1997 - March 1998
Skills
Product Management, P&L Management, Program Management, Account Management, New Business Development, Strategy, Strategic Partnerships, Analytics, Segmentation, Direct Marketing, Leadership, Management, Marketing, Marketing Strategy, Product Development, Strategic Planning, Analysis, Project Management, Negotiation, Relationship Management, Credit Cards, Competitive Analysis, Cross-functional Team..., Business Development, Financial Services, CRM, E-commerce
Education
Fordham Gabelli School of Business 2001 — 2005
MBA, Finance
Miami University 1991 — 1995
Bachelor of Arts, Communications and Spanish
JP Morgan Chase December 2008 - Present
JP Morgan Chase December 2008 - June 2010
Accounting Principles February 2008 - October 2008
Skills
Training, Employee Relations, Coaching, Customer Service, Microsoft Office, Performance Management, Social Media, Leadership Development, Leadership, Time Management, Team Building, Banking, Process Improvement, Microsoft Excel, Strategic Planning, Management, Team Leadership, Project Management, PowerPoint, Vendor Management
Education
Florida State College at Jacksonville 2012 — 2016
Bachelor's Degree, Information Technology Management
Florida State College at Jacksonville 2006 — 2010
Associate of Arts (A.A.), Accounting
Bank of America December 2011 - Present
JP Morgan Chase June 2008 - December 2011
Citi 2005 - 2008
Citi 2001 - 2005
Skills
MS Project, Project Planning, Project Delivery, Business Requirements, Mortgage, Business Analysis, PMO, Process Improvement, Loss Mitigation, REO, Process Mapping, Bankruptcy, Business Process Mapping, SDLC, Analysis, Mortgage Lending, Mortgage Servicing, Financial Services, Business Process, Agile & Waterfall..., Agile Project Management, Management, Banking, User Acceptance Testing, Risk Management, Vendor Management
Education
University of South Florida 1992 — 2009
Bachelor of Science, General Business
Florida State University 1991 — 1992
Chamberlain
JPMorgan Securities LLC April 2014 - Present
Wells Fargo September 2013 - April 2014
SunTrust Investment Services September 2011 - September 2013
U.S.Century Bank December 2010 - September 2011
JP Morgan Chase January 2004 - November 2010
Education
Florida International University - College of Business 2013 — 2015
Master of Business Administration (MBA)
Florida International University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance
AIG September 2015 - Present
AIG May 2013 - Present
JP Morgan Chase August 2010 - May 2013
HSBC February 2007 - August 2010
Unilever February 2005 - February 2007
Kraft Foods February 2004 - February 2005
Footstar January 2002 - February 2004
Skills
Corporate Finance, Financial Planning
Education
Fordham University - Graduate School of Business Administration
Masters of Business Admin, Finance
University of Rhode Island
Bachelor of Science, Mgmt Info. Systems
BCBSSC October 2006 - Present
DATA-NOW, INC February 2005 - October 2006
ACS, INC 2006 - 2006
AEON Group LLC 2005 - 2006
Defense Finance Accounting Supply Ctr 2005 - 2006
Georgia Department of Administrative Services (DOAS) 2005 - 2005
JPM Chase 2003 - 2005
JPMorgan Chase 2003 - 2005
JP Morgan Chase 2003 - 2005
Bank One 2003 - 2005
Skills
REXX, DB2, z/OS, JCL, ISPF, TSO, IBM Mainframe, Mainframe, MVS, OS/390, IBM Utilities, CICS, VSAM, COBOL, Fileaid, AIX, Performance Tuning, SQL Tuning, QMF, CLIST, Stored Procedures, Database Administration, Endeavor
Education
Old Dominion University 1978 — 1980
Master of Public Administration (MPA), Information Technology, 3.85
Florida State University 1973 — 1975
Bachelor of Science (BS), Criminology, 3.45
JP Morgan Chase May 2015 - Present
JPMorgan Chase & Co. April 2011 - May 2015
Citi Group 2003 - April 2011
CompuCredit 2002 - 2003
Wachovia 2000 - 2001
AT&T Universal Card(Citi Cards) November 1991 - 2000
Skills
Credit, Credit Risk, Risk Management, Credit Cards, Loss Forecasting, SAS, Portfolio Management, Compliance, Analytics, FDR, Credit Scoring, Banking, Cards, Process Improvement, Process Engineering, Risk, Policy, Segmentation, Business Analysis, Business Strategy, Program Management, Financial Risk, Financial Services, Fraud, Operational Risk..., Project Management, Strategy, Credit Analysis, Management, Forecasting, Retail Banking, Operational Risk
Education
Shorter University 2003 — 2005
BSM, Management
Florida State College at Jacksonville
S&P Capital IQ (a division of McGraw-Hill Financial) September 2013 - Present
Fordham University 2006 - Present
The McGraw Hill Companies July 2010 - September 2013
United Business Media June 2009 - July 2010
Sixth Gear Inc July 2007 - June 2009
JPMChase January 2003 - June 2007
JPMorganChase January 1996 - December 2002
JP Morgan Chase September 1989 - December 1995
Financial Services June 1980 - September 1989
Peat Marwick March 1984 - September 1985
Skills
Software Development, Strategic Planning, Team Building, Change Management, Integration, ITIL v3 Foundations..., Agile Certified Scrum..., Agile Methodologies, Business Analysis, Management, Strategy, IT Service Management, Telecommunications, Cross-functional Team..., IT Strategy, Vendor Management, SDLC, IT Management, Business Process..., Cloud Computing, Program Management, Business Strategy, Networking, Leadership, Process Improvement, Risk Management, Project Management, Project Portfolio..., Security, PMO, Executive Management, Information Technology, Operations Management, Financial Services, CRM
Education
Fordham University - Graduate School of Business Administration 1980 — 1982
MBA, Management / Marketing
Fordham University 1976 — 1980
BS, Psychology
Imperial Textile November 2014 - December 2014
SmartWater CSI March 2013 - August 2014
CarpenterCrete, LLC April 2011 - February 2013
JP Morgan Chase September 2010 - April 2011
Noble Financial September 2008 - April 2009
Skills
Market Research, International Business, Start-ups, Forecasting, Emerging Markets, Management, Financial Modeling, Inventory Management, Budgets, Foreign Affairs, Logistics Management, Financial Analysis, Multicultural, Accounting, Investments, Valuation, Family Business, RapidMiner, Minitab, Market Analysis, Business Strategy, Business Analysis, Strategic Planning
Education
INCAE Business School 2014 — 2015
Master of Business Administration (MBA), Concentration: Finance and Economics
Florida International University - College of Business Administration 2012 — 2014
Master's degree, International Business
Wells Fargo December 2012 - July 2015
BB&T October 2012 - December 2012
BankAtlantic November 2010 - October 2012
JP Morgan Chase 2008 - 2010
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Loans, Banking, Lines Of Credit, Credit, Credit Analysis, Retail Banking, Investment Advisory, Estate Planning, Financial Services, Finance, Investments, Cross Selling, Branch Management, Loan Origination, Cash Management, Commercial Mortgages, Portfolio Management, Mortgage Lending, Deposits, Insurance, Mortgage Banking, Treasury Management, Private Banking, Sales, Relationship Management, Wealth Management, Credit Risk, Consumer Lending, Customer Service, Leadership, Management, Branch Banking
Education
Florida State University 2010 — 2012
CFP, Finance
Florida Atlantic University 2005 — 2008
B.B.A, Finance
Entrega Group August 2013 - Present
CA Technologies April 2012 - August 2013
Dell August 2011 - May 2012
Dell June 2010 - September 2011
Citrix Systems December 2006 - June 2010
JP Morgan Chase June 2006 - December 2006
Raymond James Financial Inc. January 2001 - June 2006
Skills
Enterprise CRM, Social CRM, Salesforce.com, Program Management, Sales Operations, Analytics, Business Analysis, Requirements Analysis, Requirements Management, Global Strategy, Chatter, CRM, Vendor Management, Sales, Cloud Computing, Integration, Project Management, Strategy, Change Management, Analysis, Software Documentation, Business Intelligence, Professional Services, SaaS, Enterprise Software, Business Process
Education
Florida State University - College of Business 1998 — 2000
M.S., M.I.S.
Florida State University 1994 — 1998
B.S., Criminology
First Citizens Bank July 2014 - Present
JP Morgan Chase July 2008 - July 2014
JPMorgan Chase July 2008 - July 2014
wamu July 2007 - July 2008
Wachovia, A Wells Fargo Company July 2003 - July 2007
Skills
Customer Relations, Banking, Commercial Lending, Credit, Loans, Small Business Lending, Commercial Banking, Loan Origination, Cash Management, Lines Of Credit, Relationship Management, Treasury Management, Cross Selling, Financial Services, Business Development, Deposits, Forecasting, New Business Development, Treasury Services, Cash Flow Lending, Team Building, Business Relationship..., Risk Management, Customer Service, Wealth Management, Commercial Mortgages, Credit Analysis, Real Estate, Finance
Education
Florida International University 2005 — 2008
Bachelor, Finance
ADAMA Agricultural Solutions Ltd June 2012 - Present
International Consulting Consortium April 2010 - June 2012
State Street April 2008 - October 2008
JP Morgan Chase June 2005 - April 2008
Skills
Financial Analysis, Accounting, Finance, Financial Reporting, Data Analysis, Investments, Time Management, Leadership, Spanish, Mutual Funds, International..., Alternative Investments, Project Management, Management, Financial Modeling, Process Improvement, Economics, Analysis, Corporate Finance, Slavic languages, Strategic Planning, Management Consulting, Microsoft Excel, Marketing, Market Research, Business Analysis, Risk Management
Education
Florida International University - College of Business Administration 2009 — 2010
Master of international Business, International Business
Saint Anselm College 2000 — 2004
BA, Politics & International Relations
JP Morgan Chase December 2009 - Present
CR MB Refurbishment June 2011 - Present
Northwest Software, Inc. January 2009 - December 2009
Citi September 2006 - August 2008
Atlantic Imports May 2006 - July 2006
Citi September 2004 - May 2006
Skills
Underwriting, Process Improvement, Mortgage Servicing, Microsoft Office, Microsoft Excel, Team Leadership, Data Analysis, Project Management, Procedure Creation, Reporting & Analysis, Supervision, Employee Training, LPS Desktop, HP Quality Center, Flow Charts, Microsoft Access, User Acceptance Testing, Leading Meetings, Peer Reviews, Peer Mentoring, Microsoft SharePoint, Microsoft Visio, Customer Service, Fraud Detection, Financial Analysis, 10 Key, Warehousing, Residential Mortgages, 401k, Pensions, SQL, VBScript, Peer Support, LPS Passport, IBM Cognos, Access
Education
University of North Florida 2013 — 2017
Master of Business Administration (M.B.A.), Accounting and Finance
Florida State College at Jacksonville
Technical Certificate, Accounting Technology
Florida State College at Jacksonville 2010 — 2012
Bachelor of Applied Science (BASc), Office Management and Supervision
Florida State College at Jacksonville
Associate in Arts (AA), Business Administration and Management, General
Buck Consultants August 2013 - Present
JP Morgan Chase July 2010 - August 2013
ING October 2006 - July 2010
CitiStreet September 2002 - October 2006
Zurich Insurance Services 2000 - 2001
Blue Cross Blue Shield of Florida 1997 - 2000
Skills
Excel, Customer Relations, Process Development, SQL Server, Software Documentation, SDLC, Requirements Analysis, Analysis, Access, Program Management, SQL, CRM, Training, Management, Troubleshooting, Process Improvement, Visio, Business Analysis, Vendor Management
Education
Florida Metropolitan University 2002 — 2006
Bachelor, Business Administration
Bishop Kenny High School 1992 — 1996
High School Diploma
Girl Scouts of the USA 2007 - 2015
Employment Risk Management Associates 2005 - 2007
JP Morgan Chase April 1980 - September 2005
Skills
Employee Relations, Conflict Resolution, Employee Engagement, Employment Law, Talent Management, HR Policies, Human Resources, Management, Personnel Management, Leadership Development, Writing, Text Editing, Project Management, Job Coaching, Teamwork, Talent Acquisition, Onboarding, Organizational Design, Leadership, Coaching, Performance Management
Education
Fordham University
BA English and MBA Finance
Adelphi University Derner Institute for Advanced Psychological Studies
Master's Degree, Psychology, 4.0 GPA with three distinctions
Lake County Schools August 2011 - Present
JP Morgan Chase October 2009 - August 2011
Skills
Loans, Credit, Banking, Credit Analysis, Financial Services, Teaching, Tutoring, Coaching, Higher Education, Critical Thinking
Education
Florida Southern College 2005 — 2009
BA, History
JP Morgan Chase July 2008 - Present
UBS Global Asset Management 2004 - 2008
Skills
Account Management, Sales Management, Business Strategy, Product Development
Education
Fordham University - Graduate School of Business Administration 2000 — 2003
Master of Business Administration (MBA), Iljc tjuu jppku pilli
Lehigh University 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Chase May 2011 - Present
JP Morgan Chase March 2009 - April 2011
JP Morgan August 2002 - August 2008
Skills
Series 7, Series 63, Credit, Training & Development, Sales Management, Loan Origination, Loans, Banking, Mortgage Lending, Mortgage Banking, Residential Mortgages, Employee Training, Real Estate, Refinance
Education
Fordham Gabelli School of Business 2002 — 2007
M.B.A., Finance
Pace University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General
EverBank October 2013 - Present
FSU College of Business - Recent Alumni Board January 2010 - Present
Alpha Kappa Psi Alumni Foundation September 2008 - Present
Alpha Kappa Psi May 2008 - Present
JPMorgan Chase September 2011 - October 2013
JP Morgan Chase September 2010 - September 2011
JPMorgan Chase September 2008 - September 2010
Florida State University August 2006 - August 2008
Jet Propulsion Laboratory May 2004 - August 2006
Citigroup Technology Infrastructure 2002 - 2003
Skills
Investments, Financial Modeling, Financial Analysis, Finance, Portfolio Management, Risk Management, Management, Project Planning, Microsoft Excel, Strategic Planning, Negotiation, Microsoft Office, Project Management, Analysis, Program Management, Public Speaking, Sales, Leadership Development, Time Management, Forecasting, Leadership, Marketing, Policy, Nonprofits, Budgets, Business Strategy, Community Outreach, Spanish
Education
University of North Florida 2013 — 2015
Bachelor of Science (BS), Accounting and Finance
Florida State University 2003 — 2008
Bachelor of Science, Finance
Florida State University - College of Business 2003 — 2008
BS, Finance & Economics
Florida State University International Programs 2007 — 2007
Bachelor of Science, Economics
Raymond James Financial August 2008 - February 2010
GEITCONSULTING, TAMPA, FL August 2008 - February 2010
GE Healthcare July 2007 - July 2008
JP Morgan Chase January 2000 - February 2007
Skills
Java, Perl, Databases, Software Development, JavaScript, Requirements Analysis, Microsoft SQL Server, Unix, SDLC, SQL, Testing, Agile Methodologies, Visio, Business Analysis, Oracle, XML, Software Project...
Education
University of Phoenix 2001 — 2004
B.S, Information System and Accounting
Florida Metropolitan University 1997 — 1999
A.S, Information System, Accounting
Self-Employed February 2015 - Present
Cincinnati Bell Technology Solutions September 2012 - February 2015
JPMorgan Chase March 2012 - September 2012
CBTS November 2011 - March 2012
JPMorgan Chase June 2011 - March 2012
CBTS October 2010 - April 2011
JP Morgan Chase July 2010 - October 2010
Honda R & D October 2009 - June 2010
Open E Cry October 2009 - June 2010
Q4i, Inc. February 2005 - August 2005
Skills
Documentation, ITIL, Technical Documentation, Technical Writing, Visio, User Acceptance Testing, SharePoint, Compliance, SnagIt, Manuals, Software Documentation, Proposal Writing, Online Help, Research, Agile, PowerPoint, Requirements Gathering, Strategic Planning, Writing, Microsoft Office, Public Relations, Information Technology, Change Management, Business Process, Project Management, Process Improvement, Customer Service, Training, Agile Methodologies, Management, Program Management, Vendor Management, Requirements Analysis, Business Process..., SDLC, Team Leadership, IT Service Management, Account Management, Business Analysis, Quality Assurance, Team Building, Public Speaking, Technical Support, Cloud Computing, Microsoft Word, Marketing Communications, Microsoft Excel, SAP, Start-ups
Education
Florida State University 1974 — 1978
Bachelor of Science, Speech Pathology and Audiology
Pensacola Jr. College
Associate of Arts (AA), Liberal Arts
Goldman Sachs September 2014 - Present
JP Morgan Chase January 2011 - August 2014
SEI Investments July 2010 - August 2010
Skills
Equities, Investments, Bonds, Commodity, Corporate Actions, Financial Analysis, Financial Modeling, Bloomberg, Research, Valuation, Solarc Right Angle, Gasoline, Logistics
Education
Fordham University - Graduate School of Business Administration 2013 — 2016
Master of Business Administration (MBA)
MONMOUTH UNIVERSITY - LEON HESS BUSINESS SCHOOL 2007 — 2010
BS, Business; Finance
Monmouth University 2006 — 2010
University of Cincinnati 2006 — 2007
BS, Finance
Bank of New York Mellon August 2014 - Present
TIAA-CREF June 1993 - January 2014
JP Morgan Chase June 1983 - May 1993
Skills
Finance, Management, Portfolio Management, Financial Analysis, Auditing, Investments, Leadership, Accounting, Process Improvement, Business Process, Analysis, Banking, Strategic Financial..., Risk Management, Financial Accounting, Financial Planning
Education
Iona College 1985 — 1989
MBA, Finance
Fordham University 1979 — 1983
BS, Accounting
Investment Banking Institute - NY
Financial Analysis and Modeling
Sandvik Publishing Interactive 2010 - Present
Mercury Marketing Group February 2007 - Present
Random House, Inc. 2007 - 2010
BMG Columbia House, Inc. 2001 - 2007
Bertelsmann Direct North America 2001 - 2007
JP Morgan Chase 1999 - 2001
American Family Publishers 1997 - 1999
Kobs Gregory Passavant, Inc. 1996 - 1997
Dataflex Corporation 1994 - 1996
Skills
Online Advertising, Online Marketing, SEM, Digital Strategy, Direct Marketing, E-commerce, Digital Marketing, Email Marketing, Analytics, CRM, Marketing, Marketing Strategy, Strategy, Multi-channel Marketing, Creative Direction, Customer Acquisition, Affiliate Marketing, Social Media
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Marketing
Temple University - Fox School of Business and Management 1987 — 1991
BBA, Marketing, Management
Harvard Business School 2005 — 2005
Executive Education
Macy's, Flagship Store August 2012 - Present
FIU Marketing Alumni Affinity Council January 2012 - Present
Internship via EdVenture Partners August 2011 - December 2011
American Marketing Association April 2011 - December 2011
American Marketing Association August 2011 - November 2011
American Marketing Association January 2011 - April 2011
JP Morgan Chase December 2007 - April 2011
Victoria's Secret September 2006 - March 2008
Skills
Social Networking, Customer Service, Spanish, Social Media Marketing, Microsoft Office, Time Management, English, PowerPoint, Event Planning, Facebook, Teamwork, Market Research, Retail, Highly detail oriented, Microsoft Word, Marketing, Microsoft Excel, Collaborative Problem..., Promotions, Project Planning, Sales, Sales Management, Associate Development, Employee Engagement, Training & Development
Education
Florida International University - College of Business Administration 2009 — 2011
Bachelor of Business Administration, Marketing
Broward College 2006 — 2008
Associate of Arts Degree, Business Administration
JP Morgan Chase April 2010 - Present
Capco August 2009 - April 2010
Morgan Stanley July 2006 - August 2009
Education
Fordham University 2002 — 2006
BS, Finance/Accounting
Chaminade HS 1998 — 2002
Liberal Arts, Liberal Arts
KPMG Advisory January 2010 - Present
Lehman Brothers March 2007 - July 2008
Ernst & Young April 2002 - March 2007
JP Morgan Chase June 2001 - April 2002
Aston Associates June 1996 - June 2001
NATIONAL WESTMINISTER BANCORP June 1993 - June 1996
Coopers & Lybrand June 1987 - June 1993
Skills
IT Strategy, Risk Management, Business Process..., Financial Services, Program Management, Strategy, Outsourcing
Education
Fordham Gabelli School of Business
MBA, Finance
Rensselaer Polytechnic Institute
BS, Computer Science, Management
Hewlett-Packard 2012 - March 2013
Randstad June 2011 - December 2011
Advantage Technical Resourcing February 2011 - May 2011
Fleet Services International, Ltd. November 2008 - January 2011
Adea Solutions May 2008 - October 2008
TAC Worldwide Corporation March 2008 - May 2008
JP Morgan Chase 2004 - 2007
Equifax Payment Services & Certegy, Inc. June 1999 - August 2004
IBM Global Services at Eckerd Corporate Headquarters February 1996 - May 1999
Skills
Disaster Recovery, Data Center, Servers, Storage, Windows Server, Solaris, Unix, High Availability, Storage Area Networks, AIX, Red Hat Linux, Operating Systems, System Administration, Integration, ITIL, SAN, Microsoft SQL Server, Network Security, Troubleshooting, Linux, Windows, VPN, Technical Support, Databases, Computer Hardware, Networking, HP-UX, Virtualization, VMware, Hardware, Security, IT Management, IT Operations, Netbackup, DNS, Network Administration, TCP/IP, Shell Scripting, IT Service Management, Citrix, SharePoint, Business Continuity, Enterprise Architecture, System Deployment, Microsoft Exchange, Vendor Management, Server Architecture, Project Management, Architectural Interiors, Human Resource...
Education
Florida State University - College of Business 1992 — 1995
Bachelor of Science
University of Florida 1987 — 1990
Associate of Arts
Prudential Financial August 2011 - Present
McGraw-Hill Companies March 2008 - September 2011
MetLife August 2005 - March 2008
MetLife August 2005 - March 2008
Chase Home Finance January 2002 - August 2005
JPMorgan Chase & Co January 2001 - January 2002
JP Morgan Chase January 1998 - January 2001
Skills
Performance Management, Employee Relations, Talent Management, Compensation & Benefit, Succession Planning, Deferred Compensation, Recruiting, Talent Acquisition, Employee Engagement, Employee Benefits, Human Resources, Personnel Management, Temporary Placement
Education
Fordham University 1998 — 2001
Masters
Fordham University 1994 — 1998
BS
Caliber Home Loans October 2014 - Present
Bank of Tennessee February 2013 - October 2014
Sumner Bank & Trust June 2012 - February 2013
Bank of America September 2010 - July 2012
Wells Fargo Home Mortgage March 2010 - September 2010
Brand Mortgage Group February 2009 - March 2010
JP Morgan Chase December 1998 - February 2009
Education
Florida State University 1987 — 1991
BS, Economics
Capital One April 2015 - Present
JP Morgan Chase February 2015 - April 2015
PNC Mortgage December 2009 - August 2014
Wachovia February 2007 - July 2009
The MHA Group 2006 - 2007
Synerfac Technical Staffing 2003 - 2005
Adecco 2002 - 2003
Sprint 2001 - 2002
Allegis Group 1996 - 2000
Skills
Mortgage Lending, Microsoft Excel, PowerPoint, Microsoft Word, Lotus Notes, Windows, Engineering, VPN, Goldmine, Medicine, Recruiting, Talent Acquisition, Sourcing, Sales, Applicant Tracking..., Management, Sales Management, Building Relationships, Cold Calling, Financial Services, Banking, Talent Management, Leadership, Finance
Education
Florida State University 1994 — 1996
BS, Political Science
Citigroup November 2013 - Present
Barclaycard October 2009 - October 2013
Citibank March 2008 - October 2009
JP Morgan Chase June 1999 - February 2008
Skills
Credit Risk, Risk Management, Analytics, Credit Cards, Statistical Modeling, Financial Risk, SAS, Portfolio Management, Fraud Risk..., Fraud Risk Analytics, Fraud Risk Oversight, Banking, Financial Services, Risk Analytics
Education
Fordham University 1996 — 1999
Master of Arts (MA), Economics
HSBC January 2006 - Present
Bank of America December 1996 - January 2006
JP Morgan Chase September 1990 - December 1996
Education
Fordham University 1986 — 1990
Credit Agricole CIB March 2014 - Present
Credit Agricole CIB December 2010 - March 2014
Natixis December 2007 - December 2010
HSBC January 2005 - November 2007
Sumitomo Mitsui Banking Corporation April 2003 - December 2004
JP Morgan Chase 2000 - 2003
Skills
Capital Markets, Investment Banking, Commercial Banking, Credit Analysis, Relationship Management, Leveraged Finance, Bonds, Due Diligence, Derivatives, Valuation, Capital IQ
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Finance
Lehigh University 1995 — 2000
Bachelor's degree, Accounting & Finance
JP Morgan Chase 2007 - Present
Education
Florida State University 1991 — 1996
Meadowood Technology Solutions January 2008 - Present
NYU Medical Center October 2002 - January 2008
mount sinai 1999 - 2003
Mount Sinai NYU Health 1999 - 2002
Deutsche Bank 1996 - 1999
JP Morgan Chase 1987 - 1995
Education
Fordham University - Graduate School of Business Administration 1990 — 1992
MBA
University of Virginia 1983 — 1987
JP Morgan Chase June 2009 - Present
JPMorgan Chase February 2008 - June 2009
JPMorganChase June 2006 - February 2008
JPMorgan Chase August 2004 - June 2006
Retail Financial Services 2003 - 2004
Skills
Sales Process, Sales Recruitment, People Management, Field Support, Banking, Business Strategy, Process Improvement, Retail, Financial Services, Recruiting, Project Management, Management, Performance Management, Sales
Education
Fordham University 1999 — 2003
BA, Communications & Media Studies, Economics
National Grid November 2007 - Present
JP Morgan Chase October 2006 - November 2007
KeySpan January 2000 - October 2006
Education
Fordham Gabelli School of Business 2005 — 2008
MBA, Finance
Pace University - Lubin School of Business 1996 — 2000
BBA, Finance
Experian Decision Analytics April 2009 - Present
JP Morgan Chase February 2005 - April 2009
Citi Group February 2003 - February 2005
Lynk Systems 2002 - 2002
Wachovia April 1999 - December 2001
Bank of America January 1998 - April 1999
Barnett Bank October 1995 - January 1998
Education
Georgia State University - J. Mack Robinson College of Business 2000 — 2002
MBA, Information Systems
University of North Florida 1995 — 1997
BA, Statistics with Minor in Mathematics
Florida State College at Jacksonville
New York Life Insurance Company June 2009 - Present
AXA Advisors August 2008 - March 2009
Atlantic Records 2007 - 2008
JP Morgan Chase June 2007 - August 2007
ST Management Inc. June 2005 - August 2006
Skills
Insurance
Education
Fordham University 2004 — 2008
Business Administration, Management, Marketing, Economics
JP Morgan Chase March 2012 - Present
JPMorgan Chase August 2009 - February 2012
JPMorgan Chase 2006 - 2009
Tek Systems 1999 - 2006
TEKsystems 1999 - 2006
Skills
Sourcing, Project Management, SharePoint, Business Process, Strategic Planning, Program Management, Internet Recruiting, Access, SDLC, Integration, Vendor Management, Technical Recruiting, Financial Analysis, Business Analysis
Education
Florida State University 1994 — 1998
Barclays Capital May 2007 - Present
JP Morgan Chase 2001 - 2007
Bankers Trust June 1998 - February 2001
Bank of New York Mellon 1993 - 1998
Skills
Equities, Strategic Planning, Capital Markets, Budgets, Finance, Management, Leadership, Series 7, Project Planning, Investment Banking, Due Diligence, Risk Management, CRM, Forecasting, Structured Finance, Fixed Income, Financial Analysis, Financial Modeling, Banking, Relationship Management
Education
Fordham University - Graduate School of Business Administration
MBA
Hofstra University
BBA Finance
Siena College
APA Fund, LLP / DISFA Global, LLC May 2011 - Present
Hold Brothers On-Line Investment Services LLC April 2010 - June 2011
CarryQuote March 2009 - April 2010
Citigroup/Lava Technologies January 2005 - March 2009
JP Morgan Chase May 1999 - September 2002
Merrill Lynch May 1986 - May 1999
Skills
Statistical Arbitrage, Pattern Recognition, Trading Systems, Trading, Hedge Funds, Investments, Equities, Electronic Trading, Proprietary Trading, Equity Derivatives, FX trading, Equity Trading, Market Making, Financial Markets, Low Latency, Capital Markets, Trading Strategies, Options, Derivatives, Portfolio Optimization, Series 7, ETFs, Technical Analysis, Traders, Trading Technology, Risk Management, Market Data, Arbitrage, Program Trading, Fixed Income, Bloomberg, Financial Services, Buy-side, Commodity, Asset Management, Alternative Investments, FX Options, Hedging, Currency, Portfolio Management, Series 63, Mutual Funds, FINRA, Equity Research, Back Office
Education
Fordham Gabelli School of Business 1982 — 1985
MBA, Finance
St. John Fisher College 1976 — 1980
BS, Finance
FDIC 2010 - Present
JP Morgan Chase 2008 - 2010
Washington Mutual 2003 - 2008
Washington Mutual Finance 1993 - 2003
Skills
Privacy Law, Financial Risk, Consumer Lending, Mortgage Lending, Financial Services, Strategy, Cross-functional Team..., Litigation
Education
Florida State University College of Law 1983 — 1986
JD with honors, Law
University of South Florida 1980 — 1983
BA cum laude, Political Science
Och-Ziff Capital Management July 2010 - Present
Bridgewater Associates November 2008 - June 2010
JP Morgan Chase June 2008 - October 2008
Bear Stearns July 2007 - May 2008
Skills
Investor Relations, Financial Services, Alternative Investments, Hedge Funds, Marketing Communications, Marketing Strategy, Marketing, Investments, Fixed Income, Financial Modeling, Derivatives
Education
Fordham University 2005 — 2007
B.S.
United States Military Academy at West Point 2002 — 2004
Ernst & Young September 2015 - Present
JP Morgan Chase May 2007 - September 2015
Metlife 2002 - 2007
Skills
Finance, IFRS, Financial Risk, Account Reconciliation, Cash Management, Sarbanes-Oxley Act, Process Improvement, Internal Controls, Business Analysis, Financial Statement..., Financial Accounting, Treasury, Financial Analysis, Risk Management, SEC filings, Auditing, Balance Sheet, US GAAP, Financial Services, Financial Modeling, Essbase, Pivot Tables, Budgets, GAAP, Enterprise Risk..., Sarbanes-Oxley, Financial Reporting, Fund Accounting, Accounting, Cash Flow Forecasting, Forecasting, Variance Analysis, Financial Planners, Cash Flow, Internal Audit, Accounts Receivable, Strategic Financial..., Managerial Finance, Accruals, Banking, Balance, Corporate Finance, Cash, Accounts Payable, Hyperion Enterprise, Bank Reconciliation, Financial Statements, General Ledger, Treasury Management, PeopleSoft
Education
University of Tampa - John H. Sykes College of Business 2004 — 2007
Accountant, Accounting and Finance
Florida State University - College of Business 1999 — 2002
Bachelor's degree, Finance and Marketing
JP Morgan Chase April 2003 - Present
CVS Caremark Corporation December 1996 - June 2002
Skills
Credit, Loans, Mortgage Lending, Banking, Loan Origination, FHA, Risk Management, Underwriting, Business Analysis, Real Estate, Call Center, Mortgage Banking, Sales
Education
Florida Community College at Jacksonville 2005 — 2007
University of South Carolina April 2014 - Present
University of South Carolina August 2008 - Present
University of Phoenix September 2007 - Present
University of South Carolina October 2007 - April 2014
Palmetto GBA February 2005 - September 2007
JP Morgan June 2000 - June 2004
JP Morgan Chase June 1998 - May 2000
Chase Manhattan Corporation 1995 - 1998
Skills
Human Resources, Oral and Written..., Strategic Planning, Higher Education, Career Development, Career Counseling, Resume Writing, Leadership Development, Student Development, Workshop Facilitation, Student Affairs, Training, Community Outreach, Leadership, MBTI, Adult Education, Job Search Strategies, Strong Interest..., Program Management, Coaching, Organizational..., Recruiting, Counseling, Career Assessment, Interview Preparation, Career Exploration, Career Advising, Social Media, Networking Strategies, Supervisory Skills, Social Networking, Strategy, Large Group Facilitation, Career Services, Interview Coaching, Workshop Development, Newsletters, Curriculum Design, Staff Development, Event Planning, Public Speaking
Education
Fordham University 1997 — 1999
MSHR
Saint John's University 1986 — 1990
BS
iQ media Corp July 2015 - Present
Seminole Club of NYC November 2013 - Present
ZocDoc July 2014 - June 2015
ZocDoc April 2014 - July 2014
HSBC January 2011 - April 2012
JP Morgan Chase 2010 - January 2011
AXA Advisors 2007 - 2009
Tourneau 2006 - 2007
Skills
Series 7, Series 66, Health, Customer Relations, Sales Management, Tailoring, Uniform Combined State..., Investments, Customer Service, Banking, Insurance, Portfolio Management, Analysis, Loans, Social Media, Leadership, Sales, Management, Social Media Marketing, Marketing, PowerPoint, Marketing Strategy, Salesforce.com, Social Networking, Lead Generation, Account Management, Public Speaking, Strategic Planning
Education
Florida State University 2002 — 2006
Bachelor's degree, International Relations and Affairs
Florida State University 2002 — 2006
J P Taravella High School
Bank of Montreal July 2006 - Present
Visionary Integration Professionals (VIP) November 2004 - May 2006
JP Morgan Chase 2002 - 2004
Skills
DB2, Microsoft SQL Server, Access, T-SQL, SSIS, Sybase, Stored Procedures, Unix Shell Scripting, Visual Studio, Perl
Education
Fordham Gabelli School of Business
MBA, Finance
Manhattan College
BA, Psychology
N/A - Retired October 2012 - Present
JP Morgan Chase 2007 - 2012
JP Morgan Chase 2003 - 2007
CPI, Bank of America, MortgageFlex Systems, Blue Cross Blue Shield of Florida 1992 - 2003
Merrill Lynch 1990 - 1992
Skills
Management, SDLC, Business Analysis, Project Management, Risk Management, Banking
Education
Florida State University 1987 — 1989
BS, Economics
JPMorgan Chase VP - Corp Financial ReportingThe Chase Manhattan Bank1993 - Present
JP Morgan Chase 1993 - Present
Skills
Banking, Derivatives, Financial Analysis, Financial Services, Investment Banking, Capital Markets, Equities, Financial Reporting, Fixed Income, Risk Management, Internal Controls, Financial Modeling, Auditing
Education
Fordham Gabelli School of Business 1989 — 1991
Florida Homes and Condominiums June 2013 - Present
Florida Homes and Condominiums May 2013 - Present
Fidelity Funding Mortgage Corp. February 2013 - Present
Merrill Lynch 2011 - 2012
JP Morgan Chase 1999 - 2008
Skills
Mortgage Lending, Loans, Loan Origination, Credit, Portfolio Management, Mortgage Banking, Banking, Credit Analysis, Investments, Refinance, Residential Mortgages, Sales, FHA, Commercial Lending, VA loans, Underwriting, Consumer Lending, Finance, Reverse Mortgages, Relationship Management, Mortgage Underwriting, Credit Risk, FHA financing, Cross Selling, Construction Loans, Funding, Commercial Banking, Real Estate Financing, Certified Mortgage..., Financial Services, Loan Servicing, Mortgage Servicing, Home Equity Lines of..., Loss Mitigation, Government Loans, Financial Risk, Wealth Management, Retirement Planning, Retail Banking, USDA, Investment Advisory, Strategic Financial..., Series 7, Mutual Funds
Education
Florida State University - College of Business
BS, Banking and Finance
Black Knight Financial Services November 2013 - Present
Nation Star Mortgage April 2013 - October 2013
PNC Mortgage 2012 - April 2013
JP Morgan Chase April 2009 - July 2012
Countrywide 2007 - 2008
Wells Fargo Home Mortgage 2001 - 2003
Skills
Non-Conforming, USDA, FHA financing, VA loans, DE Underwriter, VA SAR, Underwriting, Mortgage Lending, Loan Servicing, Mortgage Underwriting
Education
Florida State College at Jacksonville 1983 — 1986
AA, Business
JPMorgan Chase September 2004 - December 2006
JP Morgan Chase July 1999 - September 2004
American Express May 1988 - July 1999
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
MBA, Finance & Management
Pace University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance
RBC Wealth Management January 2005 - Present
UBS Financial Services April 2001 - December 2004
JP Morgan Chase November 1996 - March 2001
Education
Fordham Gabelli School of Business 1997 — 2000
MBA, Accounting & Finance
University of Rhode Island 1988 — 1992
Business Administration, Finance
JP Morgan Chase 2006 - Present
Washington Mutual 2005 - Present
Winn Dixie Stores February 2004 - October 2005
Smurfit-Stone 1994 - 2004
Skills
Human Resources, Marketing, Credit, Process Improvement, Public Relations, Banking, Analysis, Project Planning, Financial Analysis, Forecasting, Corporate Finance, Finance, Budgets, Accounting, Outlook
Education
Florida State College at Jacksonville
JP Morgan Chase 2008 - Present
Citibank June 2002 - August 2008
Education
Florida State University 1986 — 1990
B.S.
Wells Fargo July 1953 - Present
JPMorgan Chase August 2011 - July 2013
JP Morgan Chase September 2009 - August 2011
The South Financial Group 2008 - 2009
Wachovia Bank July 2003 - October 2008
Skills
Cash Management, Customer Relations, New Business Development, Treasury Management, Banking, Credit, Customer Service, Loans, Risk Management, Problem Solving, Commercial Banking, Spanish, Microsoft Office, Excel, Sales Management, Negotiation, Consultative Selling, Portfolio Management, Financial Analysis, Selling, Microsoft Excel, Commercial Lending, Treasury, Treasury Services, Insurance, Credit Analysis, Relationship Management, Financial Services, Small Business Lending
Education
University of Miami - School of Business 2013 — 2014
Master of Business Administration (M.B.A.), Finance, General
Florida International University 2001 — 2003
Bachelor of Business Administration (B.B.A.), Major in Finance
JPMorgan Chase June 2010 - Present
JP Morgan Chase October 2009 - June 2010
Liberty Power September 2008 - February 2009
First NLC 2005 - 2007
Skills
Credit, Sales, Loans, Mortgage Lending, Credit Analysis, Process Improvement, Business Analysis, Strategic Planning, Insurance, Management, Project Management, New Business Development, Marketing, Team Leadership, Financial Analysis
Education
Nova Southeastern University 2008 — 2012
MBA, Business
Florida State University 2001 — 2005
BS, Economics
WaMu / Chase 2008 - Present
JP Morgan Chase 2008 - Present
JP Morgan Chase August 2007 - Present
JPMorgan Chase 1997 - Present
JP Morgan Chase (WaMu) 1997 - Present
Washington Mutual January 2004 - August 2007
Homeside Lending March 2000 - January 2004
Education
Florida State College at Jacksonville 2001 — 2002
Visual Basic
University of Toledo 1982 — 1984
Conputer Science
J.P. Morgan January 2015 - Present
JP Morgan May 2014 - December 2014
JP Morgan Chase July 2012 - May 2014
Credit Suisse June 2009 - July 2012
Merrill Lynch April 2007 - June 2009
American Express Bank 1999 - 2003
Chase Manhattan Bank 1994 - 1997
Skills
Asset Management
Education
Fordham Gabelli School of Business 1997 — 2000
MBA, Finance
Lehigh University - College of Business and Economics 1990 — 1994
Bachelor Science, Finance
Verizon Enterprise Solutions Group December 2011 - Present
BP March 2010 - December 2011
Acxiom January 2007 - October 2009
JP Morgan Chase 2004 - 2007
Bank One 2004 - 2007
Mercury Technologies 1998 - 2003
Skills
Active Directory, XP, Hardware, Remedy, Microsoft Office, VPN, Windows, Computer Hardware, Windows 7, Word, Lotus Notes, Outlook, Troubleshooting, ITIL, Testing, Disaster Recovery, Help Desk Support
Education
Florida State University 1986 — 2000
BA, Psychology
JP Morgan Chase January 1990 - Present
Skills
Fixed Income, Equities, Financial Modeling, Investment Banking, Financial Analysis, Banking, Analysis, Corporate Finance, Mergers & Acquisitions
Education
Fordham University
BS, Accounting and Finance
Fordham University - Graduate School of Business Administration
MBA, Finance, General
The Office of Miriam J Taylor, Vocational Evaluator May 2012 - Present
EffectiveUI August 2008 - November 2009
JP Morgan Chase 2005 - 2008
Skills
Commercial Banking, Strategic Partnerships, Marketing, Account Management, Credit, Workshop Facilitation, Social Media, Recruiting, Portfolio Management, Leadership, Competitive Analysis, Enterprise Software, Business Development, Finance
Education
University of Iowa 1991 — 1993
Post-Graduate studies in Journalism
Florida State University 1988 — 1991
B.S., Communications
Green Mountain High School 1984 — 1988
JP Morgan Chase September 2003 - Present
JP Morgan Chase (formerly WaMu) July 2006 - January 2009
WaMu November 2005 - July 2006
WaMu September 2003 - November 2005
Wells Fargo February 2001 - September 2003
Bank of America November 1989 - November 2000
Skills
Financial Risk, Credit, Credit Risk, Mortgage Lending, Loan Origination, Loans, Mortgage Banking, Consumer Lending, Risk Management, Leadership, Underwriting, Banking, Operations Management, Vendor Management, Credit Analysis, Management, CRM, Training, Funding
Education
Florida Metropolitan University 1990 — 1991
MBA, Business Administration
University of Wisconsin-Oshkosh 1981 — 1986
B.S., Psychology, Business
JP Morgan Chase July 2010 - Present
SunTrust Bank May 2007 - August 2010
Wachovia Bank January 2006 - May 2007
Wachovia Securities, LLC October 1999 - December 2005
Skills
Loans, Commercial Lending, Commercial Banking, Credit Analysis, Lines Of Credit, Commercial Mortgages, Cash Management, Financial Analysis, SBA, Risk Management, Relationship Management, Construction Loans, Credit, Finance, Small Business Lending, Treasury Management, Cash Flow Lending, Financial Risk
Education
Florida International University 2000 — 2003
EMBA
Florida International University - College of Business 1990 — 1993
Bachelors in Business Administration, Finance
Belen Jesuit Prep School 1980 — 1984
JPMorgan Chase October 2013 - Present
JPMorgan Chase July 2011 - Present
JP Morgan Chase October 2009 - Present
JPMorgan March 2009 - January 2010
JPMorgan August 2005 - March 2009
JP Morgan August 2001 - August 2003
Merrill Lynch August 1999 - July 2000
JP Morgan 1995 - 2000
Skills
Structured Products, Derivatives, Trading Systems, Interest Rate..., Clearing, Operational Risk, Electronic Trading, SEF, Options, Credit Derivatives, Dodd-Frank, Risk Management, Investment Banking, Fixed Income, Capital Markets, Hedge Funds, Prime Brokerage
Education
Fordham University 1986 — 1990
BS, Finance
Fordham University 1986 — 1990
Bachelor of Science (BS), Finance, General
JPMorgan Chase & Co. April 2012 - March 2015
JP MORGAN CHASE January 2009 - March 2012
JPMorgan Chase & Co. 2003 - 2009
JPMorgan Chase & Co. 2001 - 2003
Skills
Banking, Loans, Credit, Consumer Lending, Retail Banking, Financial Services, Mortgage Lending, Real Estate, Commercial Banking, Commercial Lending, Credit Analysis, Relationship Management, Loan Origination, Finance, Investments, Credit Cards, Small Business Lending, AML, Know Your Customer, Leadership, Organizational Skills, Project Management, Problem Resolution, Sales and Marketing, Communication, Partnering, Data Analysis
Education
Fordham University 1977 — 1981
bs, Management
JPMorgan Chase August 2005 - Present
JPMorgan Chase August 2005 - Present
J P Morgan Chase 1973 - Present
Manufacturers Hanover Trust 1973 - Present
JP Morgan Chase 1973 - Present
JPMorgan Chase November 1998 - August 2005
Skills
Credit Analysis, Loans, Commercial Banking, Start-ups, Business Development, Banking, Commercial Lending, Credit, Small Business Lending
Education
The Tuck School of Business at Dartmouth 1995 — 1995
Strategy
LIU Brooklyn 1975 — 1980
MBA, Finance
Fordham University 1971 — 1973
B.S, Economics
Citigroup December 2006 - Present
Merrill Lynch October 2005 - December 2006
JP Morgan Chase 2003 - 2006
Skills
Alternative Investments, Wealth Management, Investments, Asset Management, Hedge Funds, Portfolio Management, Series 7, Mutual Funds, Asset Allocation, Securities, Series 63, Banking, Private Banking, Private Equity, Investment Strategies, Structured Products, Relationship Management, ETFs, Loans, Separately Managed..., Wealth Management..., Emerging Markets, Capital Markets, Equities, Fixed Income
Education
Fordham University 1997 — 2000
Bachelor of Business Administration (BBA), Finance & International Banking
American School of Guatemala
* May 2010 - Present
JP Morgan Chase May 2010 - Present
WaMu(now JP Morgan Chase) July 2008 - May 2010
WaMu May 2003 - July 2008
Skills
Mortgage Lending, Customer Service, Risk Management, Loans, Loan Servicing, Banking, Process Improvement, Credit, Loan Modifications, Mortgage Banking
Education
Florida Metropolitan University 2001 — 2003
Associate Degree, Business Administration
*
Philanthropic Planning Group of Greater New York July 2013 - Present
Mercy College January 2012 - Present
Manhattan College April 2010 - May 2015
Lakeland Financial Services November 2010 - December 2011
JP Morgan Chase October 2009 - November 2010
BNY Mellon Charitable Gift Services January 2001 - October 2009
The Bank of New York May 1986 - January 2001
Skills
Evaluating area of..., Investigates needs,..., Adept at building..., Plannning, Philanthropy, Wealth Management, Investments, Strategic Financial..., Series 7, Retirement, Portfolio Management, Fundraising, Financial Services, Wealth, Planned Giving, Investment Management, Nonprofits, Securities, High Net Worth..., Investment Strategies, New Business Development, Charities, Wealth Management..., Strategic Planning, Endowments, Leadership, Relationship Management, Executive Management, Annual Giving, Retirement Planning, Training, Asset Allocation, Financial Modeling, Stewardship, Management, Estate Planning, Fixed Annuities
Education
Fordham University - Graduate School of Business Administration
Manhattan College
Bachelor of Science, Finance & Marketing
The Wheatley School
JPMorgan Chase September 2013 - Present
JPMorgan Chase January 2012 - August 2013
JPMorgan Chase September 2010 - February 2012
JP Morgan Chase September 2008 - September 2010
Skills
Mortgage Banking, Loans, Loan Origination, Mortgage Lending, Credit
Education
Florida State University 2007 — 2008
United States Air Force Academy 2001 — 2005
JPMorgan Chase August 2010 - Present
JP Morgan Chase February 2008 - August 2010
ABN AMRO Bank N.V. July 2002 - April 2004
Skills
Real Estate, REO, Loss Mitigation, FHA, Foreclosures, Investors, Property, Loans, Mortgage Banking, Marketing, Mortgage Lending, Mortgage Servicing, Loan Origination, Refinance, Residential Mortgages, Sales
Education
Florida Community College at Jacksonville 2001 — 2004
Stanton College Preparatory 1998 — 2001
Imperial Capital, LLC March 2011 - Present
JP Morgan Chase April 2007 - February 2009
GIC Asset Management Pte Ltd, GAM (formerly Government of Singapore Investment Corp. Inc., GIC) October 1996 - April 2007
Merrill Lynch & Company May 1989 - October 1996
Skills
Investments, Asset Management, Bonds, Portfolio Management, Corporates
Education
Fordham Gabelli School of Business 1992 — 1995
MBA
Loyola College, Baltimore Maryland 1985 — 1989
BBA
Regions Bank September 2008 - Present
BNY Mellon October 2006 - August 2008
JP Morgan Chase April 2005 - October 2006
Skills
Banking, Commercial Banking, Bonds, Portfolio Management, Fixed Income, Management, Securities, Corporate Trust, Credit, Investments, Credit Analysis, Treasury Management, Financial Analysis, Commercial Lending, Loans, Relationship Management, Capital Markets, Financial Services, Risk Management, Asset Management, Finance, Wealth Management, Corporate Finance, Mutual Funds, Municipal Finance, Leadership, Mortgage Lending
Education
Florida State University - College of Business 1986 — 1990
BS, Finance
Robert Half Finance & Accounting July 2015 - Present
Fisher Investments February 2013 - October 2014
Merrill Lynch 2011 - 2013
JP Morgan Chase August 2009 - July 2011
Edward Jones August 2008 - April 2009
SunTrust Bank August 2007 - August 2008
Skills
Strategic Financial..., Investments, Finance, Series 7, Insurance, Financial Services, Portfolio Management, Fixed Annuities, Wealth Management, New Business Development, Sales, Mutual Funds, Equities, Customer Service, Retirement Planning, Securities, Public Speaking, Leadership, Series 63, Asset Allocation, Fixed Income, Financial Planning, Series 9, Series 66, Series 10, Permanent Staffing, Recruiting, Human Resource..., Human Capital, Hedge Funds, Private Equity
Education
Florida State University 2002 — 2007
Bachelor of Science (B.S.), Economics, Finance
Franklin high school
Pavilion Global Markets Ltd. July 2014 - Present
BNY Mellon Transition Management Advisors, LLC April 2013 - June 2014
JPMorgan Chase November 2010 - April 2013
JPMorgan Chase February 2007 - November 2010
JP Morgan Chase September 2003 - February 2007
Skills
Series 7, Securities, Fixed Income, Series 63, Equities, Alternative Investments, Asset Managment, Investments, Foreign Exchange, Futures, Asset Management, Portfolio Management, Bloomberg, Derivatives, Mutual Funds, Financial Services, Overlay, Interim Management, Series 3, Capital Markets, Financial Markets, Relationship Management, Trading, Investment Strategies, Investment Management, Equity Trading, Asset Allocation, Trading Systems, ETFs, Hedging, Risk Management, Pension Funds, Cash Management, Bonds, Valuation, Electronic Trading, Business Development, Sales, Hedge Funds
Education
Fordham Gabelli School of Business 1995 — 1998
MBA, Finance
Syracuse University College of Law 1986 — 1989
JD, Law
Muhlenberg College 1982 — 1986
BA, Political Science
J.P. Morgan Private Bank August 2014 - Present
J.P. Morgan Private Bank August 2012 - August 2014
JPMorgan Chase August 2011 - July 2012
JP Morgan Chase June 2010 - August 2010
Financial Services Volunteer Corps June 2009 - June 2010
BNY ConvergEx October 2009 - December 2009
UBS Wealth Management June 2009 - August 2009
MSF Enterprises, LLC January 2009 - May 2009
Education
Fordham University 2007 — 2011
Bachelor of Science, Business Administration
J.P. Morgan July 2012 - Present
JP Morgan January 2009 - July 2012
JP Morgan Chase January 2000 - December 2009
Education
Fordham Gabelli School of Business 1979 — 1981
MBA, Accounting, Finance
Saint John's University - Peter J. Tobin College of Business 1973 — 1977
BS, Finance
Aldine ISD May 2014 - Present
Smith & Associates October 2013 - April 2014
St. Luke's Health System December 2006 - July 2013
JP Morgan Chase 1998 - 2006
Skills
PeopleSoft, Employee Benefits, HR Policies, FMLA, New Hire Orientations, Human Resources, Payroll, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Kronos, Applicant Tracking..., Benefits Administration, Change Management, College Recruiting, Deferred Compensation, Employee Relations, HRIS, Interviews, Leadership, Microsoft Office, Onboarding, Process Improvement, Recruiting, Sourcing, Staffing Services, Talent Acquisition, Talent Management, Taleo, Temporary Placement, Time Management, Training, Vendor Management, Workforce Planning
Education
Florida Metropolitan University 2000 — 2002
AS, Criminal Justice
Shell September 2009 - Present
Lexmark International June 2008 - July 2009
JP Morgan Chase September 2002 - June 2008
Skills
Forecasting, Auditing, Budgets, Accounts Receivable, Internal Controls, Management, Business Process, Finance, Training, Internal Audit, Change Management, Invoicing, SAP, Financial Analysis, Banking, Process Improvement, Accounting, Financial Reporting, Microsoft Excel, Analysis, Cost Accounting, Access, Project Management, Sarbanes-Oxley Act
Education
Florida State University - College of Business 1999 — 2002
Bachelor of Science (B.S.), Finance
JPMorgan Chase & Co. January 2015 - Present
JP Morgan Chase October 2010 - January 2015
Skills
Bloomberg, Research, Microsoft Office, Italian, Access, Analysis, Trading, PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Word, Outlook
Education
Fordham Gabelli School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
Fordham University 2006 — 2010
B.A., Business Administration; Finance; Economics
A+ M.S. April 2014 - Present
Wells Fargo January 2012 - June 2013
JP Morgan Chase 2010 - 2011
Wachovia Bank 2004 - 2010
Federated Department Stores March 1999 - June 2004
Skills
Credit, Banking, Insurance, Sales, Customer Service, Budgets, Financial Analysis, Cash Flow, Microsoft Excel, Coaching, Finance, Cross Selling, Sales Management, Small Business Lending, Loans, Retail Banking, Consumer Lending, Lines Of Credit, Mortgage Banking, Investments, Treasury Management, Financial Services, Small Business, Mortgage Lending, Credit Analysis, Home Equity Loans, Deposits, Refinance, Private Banking, Asset Based Lending, SBA, Relationship Management, Branch Management, Credit Risk
Education
Florida International University 1990 — 1993
Bachelor, Finance, Banking International Business
Miami Dade College 1989 — 1990
Associate of Arts (A.A.), Accounting
JP Morgan Chase June 1973 - May 2009
Skills
Budgets, Commercial Lending, Business Development
Education
Fordham Gabelli School of Business 1974 — 1977
MBA, Finance
Queens College 1969 — 1973
BA, History, Education, Economics
Instant World Booking January 2002 - Present
Goldman Sachs May 2006 - December 2006
Credit Suisse First Boston August 2004 - April 2006
Resources Global Professionals 2004 - 2006
Zurich Financial Services 2002 - 2003
JP Morgan Chase July 1992 - December 2001
Credit Suisse First Boston April 1987 - July 1992
Skills
Management Consulting, Website Development, Risk Management, Financial Analysis, Web Development, Travel Management, Business Analysis, Online Travel, Business Strategy, Financial Modeling, Change Management, Travel Writing, Strategic Planning, Fixed Income, Hotel Booking, Investment Banking, Asset Managment, Equities, Derivatives, Business Travel, Finance, Adventure Travel, Genealogy, Web Design, Boutique Hotels, Photojournalism, Journalism, Hospitality, Management, Budgets
Education
Fordham University 1985 — 1986
MBA, Finance
New York University 1982 — 1985
BA, Journalism, Public Relations
Chaminade High School 1978 — 1982
Christopher Street Capital February 2010 - Present
JP Morgan Chase May 2008 - August 2008
Education
Florida State University - College of Business 2005 — 2009
Finance, Economics
Bank of America July 2011 - Present
Citibank October 2007 - July 2011
JPMorgan Chase January 2007 - October 2007
JP Morgan Chase April 2005 - December 2006
HSBC 2004 - 2005
The Bank of New York June 1996 - April 2004
Skills
Banking, Product Management, CRM, Portfolio Management, Investments, Marketing, Cash Management, Sales Management, Sales, Commercial Banking, Product Development, Treasury Management, Direct Sales, Sales Operations, Relationship Management, Treasury Services, Credit Analysis, Financial Analysis, Financial Services, Finance, Risk Management
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance - International Designation
Pace University 1986 — 1990
BBA, Finance
American Express August 2010 - Present
American Express March 2006 - August 2010
American Express March 2005 - March 2006
American Express January 2001 - March 2005
JP Morgan Chase 1998 - December 2000
Skills
Forecasting, Credit Cards, Customer Acquisition, Vendor Management, Customer Experience, Research, Technical Delivery, Portfolio Management, Strategy, Management, Project Management, Strategic Partnerships
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
MBA, Marketing
Fordham University 1992 — 1996
BA, Finance
JP Morgan Chase April 2007 - Present
Webster Bank November 2005 - April 2007
Education
Fordham University 1995 — 1999
Bachelors, Finance
Westchester Community College 1988 — 1995
AS, Business Administration
HSBC January 2013 - Present
JP Morgan Chase January 2010 - January 2012
Bank of America December 2001 - February 2009
Skills
Banking, Treasury Management, Commercial Banking, Trade Finance, Cash Management, Financial Analysis
Education
Florida International University - College of Business
BA, Business Administration
Experis, formerly Jefferson Wells July 2011 - Present
Subcontractor for Altran Control Solutions October 2010 - Present
CA Technologies January 2005 - June 2010
Deutsche Bank Securities July 2003 - January 2005
CIBC World Markets June 2000 - November 2002
CIBC World Markets October 1988 - June 2000
JP Morgan Chase November 1985 - October 1988
KPMG Audit September 1982 - November 1985
Skills
Sarbanes Oxley, Internal Controls, Software Revenue..., Policies and Procedures, Operational Audits, Project Management, General Ledger..., Business Process..., Auditing
Education
Fordham University 1978 — 1982
BS, Accounting
Merrill Lynch 2013 - Present
Merrill Lynch 2005 - 2013
Merrill Lynch 2000 - 2005
Bank of America 1994 - 2000
JP Morgan Chase 1986 - 1994
Education
Fordham Gabelli School of Business
MBA, Finance
State University of New York at Oswego
BS, Business Administration/Economics
Credit Suisse September 2014 - Present
Credit Suisse May 2011 - September 2014
JP Morgan Chase August 2008 - May 2011
Westrock Advisors, Inc. June 2010 - July 2010
Express Insurance March 2007 - September 2008
Education
Florida International University - College of Business Administration 2007 — 2011
Finance, Business Administration and Management, General
Enfusion Systems LLC August 2014 - Present
Fordham University August 2011 - August 2013
JP Morgan Chase August 2007 - June 2010
Skills
Excel, Microsoft Office, Research, Banking, Risk Management, Analysis, Microsoft Excel, Portfolio Management, Corporate Finance, Hedge Funds, Trading, Finance, Management, Derivatives, Equities, Financial Modeling
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA), Finance
University of Mumbai 2007 — 2009
Masters of Commerce, Management Accounting
Sterling Bank October 2007 - October 2010
JP Morgan Chase 1999 - 2005
Citi September 1976 - January 1991
Skills
Banking, Budgets, Cash Management, Management
Education
Fordham University - Graduate School of Business Administration 1978 — 1981
Masters of Business Administration, Finance/Management
New York University 1972 — 1975
Master of Arts, Educational Psychology
JPMorgan Chase & Co. January 2015 - Present
JP Morgan Chase January 2012 - Present
Skills
Risk Management, Analytics, Data Analysis, Quantitative Analytics, Business Analysis, Financial Risk, Credit Risk, Financial Modeling, Finance, SAS, Analysis, Process Improvement
Education
Florida State University 2003 — 2005
Master of Science (MS), Mechanical Engineering
Indian Institute of Technology, Kanpur 1998 — 2002
Bachelor of Technology (BTech), Aerospace Engineering
JP Morgan Chase January 2008 - Present
JPMorgan Chase January 2006 - January 2008
JPMorgan Chase January 2004 - January 2006
Education
Florida Metropolitan University 1995 — 1997
Associate's degree, Paralegal
JP Morgan Chase August 1973 - June 2014
Skills
Portfolio Management, Credit, Fixed Income, Loans, Banking, Financial Services, Commercial Lending, Investment Banking, Equities, Derivatives, Mortgage Lending, Credit Analysis, Small Business Lending, Risk Management, Financial Analysis, Finance, Credit Risk, Retail Banking, Commercial Banking, Relationship Management, Loan Origination
Education
Dartmouth Tuck executive program 1995 — 1995
LIU Brooklyn 1975 — 1980
Master of Business Administration (M.B.A.), Finance, General
Fordham University 1971 — 1973
Bachelor's Degree, Economics
Stuyvesant 1965 — 1968
Citi September 2013 - Present
JP Morgan Chase August 2010 - August 2013
BNY Mellon August 2005 - August 2010
Skills
Banking, Capital Markets, Corporate Finance, Derivatives, Finance, Risk Management
Education
Fordham University - Graduate School of Business Administration 1998 — 2002
MBA, Finance
Manhattan College 1991 — 1995
BS, Accounting, Finance
Bergen Catholic HS 1987 — 1991
Altfest Personal Wealth Management May 2015 - Present
JPMorgan Chase July 2013 - May 2015
JPMorgan Chase February 2013 - July 2013
JP Morgan Chase July 2009 - January 2013
JP Morgan Chase June 2008 - August 2008
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Time Management, Highly detail oriented, Analytical Skills, Organized Multi-tasker, Customer Oriented, Finance, Microsoft Excel, PowerPoint, Microsoft Office
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
Master of Business Administration (MBA), Management & Marketing, 3.93
Fordham University 2005 — 2009
Bachelor of Science (B.S.), Finance, 3.84