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
Green Tree Servicing March 2014 - Present
Waterstone Mortgage Corporation December 2013 - March 2014
Credit One Bank 2012 - 2014
JP Morgan Chase April 2012 - August 2013
Bank of America October 2010 - November 2011
All American Coins and Currency January 2009 - September 2010
JPMorgan Chase August 2006 - November 2008
Wells Fargo Home Mortgage 2004 - 2006
Skills
Loans, Credit, Mortgage Lending, Banking, Funding, FHA, Investments, Financial Services, Consumer Lending, Leadership, Analysis, Financial Reporting, Financial Analysis, Project, FNMA, Mortgage Banking, Trusts, Residential Mortgages, Powers of Attorney, FHLMC, Project Management, MS Excel Pivot Tables, Microsoft Excel, Financial Audits, ACH, Federal Reserve, HARP 2.0, Tax, Income Statement, Balance Sheet, Credit Risk, Reg B, Mortgage, Mortgage Origination
Education
Maricopa Community Colleges 2014 — 2016
A.S. Computer Technology, Computer Information Systems, 3.9GPA
Victorville Community College 1999 — 2002
Associate of Science (AS), Business Administration and Management, General, 3.2
Sultana High School 1998 — 2001
HS Diploma, General Studies, 3.0
Desert Schools Federal Credit Union January 2013 - Present
University of Phoenix August 2010 - September 2012
MidFirst Bank April 2009 - August 2010
JP Morgan Chase March 2004 - December 2008
Skills
Banking, Credit, Credit Analysis, Leadership, Loans, Mortgage Lending, Risk Management, Investment Banking, Portfolio Management, Loan Origination
Education
Southern New Hampshire University 2013 — 2015
Bachelor's Degree, Finance
University of Phoenix 2010 — 2012
Mesa Community College 2004 — 2006
Sedgwick July 2014 - Present
Sedgwick March 2013 - Present
JP Morgan Chase 2011 - 2012
Dutchess County Public Defenders Office September 2010 - December 2010
New York State Troopers January 2010 - May 2010
Skills
Analysis, Investigation, Claim, Private Investigations, Insurance, Litigation, Management, Interviews, Criminal Justice, Research, Police, Liability, Forensic Analysis, Counterterrorism, Fraud, Litigation Management, Background Checks, Enforcement, Policy, Risk Assessment
Education
Marist College 2007 — 2011
Bachelor's degree, Criminal Justice, 3.78
Scotch Plains Fanwood High School 2003 — 2007
US Banccorp November 2013 - February 2015
Wells Fargo April 2013 - November 2013
JCPenney December 2012 - April 2013
JP Morgan Chase February 2007 - January 2012
Skills
Series 6, Series 63, Loans, Consumer Lending, Series 7, Strong Business Acumen, Team Leadership, Training & Development, Business Communications, MS Office Suite, Presenter, Sales Presentations, Public Speaking, Customer Service, Licensed Property &..., Banking, Sales, Finance, Loan Origination, Small Business Lending, Lines Of Credit, Cross Selling, Credit, Deposits, Retail Banking, Small Business, Private Banking, Relationship Management, Home Equity Loans, Bonds, IRAs, Retirement Planning, Credit Cards, AML, Investment Advisory, Fixed Annuities, Branch Banking, Securities, Financial Advisory, Mortgage Lending, Commercial Lending, Commercial Banking
Education
Marshall University Graduate School 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Marshall University 1996 — 2001
BBA, Economics
American Express August 2013 - Present
Bank of America October 2012 - August 2013
JP Morgan Chase November 2010 - October 2012
Grand Canyon University April 2008 - October 2010
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Loan Origination, Refinance, FHA, Banking, Residential Mortgages, Credit Analysis
Education
Mesa Community College
Some College, Generals
GoDaddy October 2013 - Present
Charles Schwab January 2013 - October 2013
Self Medicated Clothing October 2009 - October 2011
Bank of America March 2008 - July 2010
JP Morgan Chase June 2005 - January 2008
Skills
Entrepreneurship, Sales, Credit, Banking, Apparel, Fraud, Coaching, Small Business, Strategic Planning, Team Building, Public Speaking, Leadership, Start-ups, Marketing, Management, Customer Service
Education
Mesa Community College 2010 — 2014
Associate's Degree, Applied Sciences
Citi September 2014 - Present
TD Bank Financial Group January 2012 - September 2014
Global Management Consulting August 2009 - May 2012
XL Capital 2006 - June 2008
Credit Suisse March 2005 - January 2006
JP Morgan Chase March 2001 - May 2004
Netigy September 1998 - June 2001
Cambridge Technology Partners 1997 - 1998
Littler Mendelson 1996 - 1997
Skills
IT Strategy, Architecture, Program Management, Enterprise Architecture, Governance, PMO, Strategic Planning, IT Governance, Application Portfolio..., Enterprise Portfolio..., Business Alignment, Business Architecture, Business Strategy, Solution Architecture, Business Management, Risk Management, Product Management, SaaS, Cloud Computing, Legacy Transformation, TOGAF, Troux, Outsourcing, Leadership, Project Delivery, Management, SDLC, Business Transformation, SOA, Process Improvement, Architectures, Pre-sales, Software Development, Strategy, Security, Infrastructure, Business Development, Project Portfolio...
Education
McGill University 1987 — 1988
B.Architecture
McGill University 1981 — 1987
B.Sc.
U.S. Bank April 2015 - Present
Robert Half Management Resources September 2014 - April 2015
Meradia Group July 2013 - July 2014
RBS Citizens Financial Group May 2013 - July 2013
Epsilon March 2012 - March 2013
State Street Bank November 2011 - February 2012
Brown Brothers Harriman May 2011 - September 2011
JP Morgan Chase July 2009 - May 2011
Bowne & Co., Inc. April 2006 - May 2009
Investors Bank & Trust June 2002 - April 2006
Skills
Financial Reporting, Business Analysis, Finance, Accounting, Management, Project Management, Budgets, Financial Services, Microsoft Excel, Auditing, Internal Controls, Human Resources, Training, Onboarding, Software Documentation, Account Reconciliation, SharePoint, Financial Analysis, Integration, Financial Statements, Microsoft Word, Investments, Risk Management, Property Management, Income Properties, Rentals, Compliance, Budgeting, Excel, Fundsuite, NSAR, Visio, PowerPoint, Adobe Reader XI
Education
Massachusetts College of Liberal Arts 1991 — 1995
BS, Accounting & Finance
Brockton High School 1988 — 1991
Wells Fargo December 2012 - July 2014
Wells Fargo Advisors December 2012 - July 2014
J.P. Morgan Securities LLC September 2011 - November 2012
Chase Insurance Agency, Inc. September 2011 - November 2012
JP Morgan Chase October 2010 - November 2012
ATT Mobility June 2005 - September 2010
Skills
Microsoft Excel, PowerPoint, Customer Service, Mutual Funds, Securities, Management, Banking, Coaching
Education
Mercy College 2007 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Economics
JP Morgan Chase March 2008 - Present
Bear Stearns August 2007 - March 2008
McKinsey & Company September 1997 - August 2007
Skills
Financial Modeling, Management Consulting, Due Diligence, Capital Markets, Strategy, Corporate Finance, Corporate Development, Business Strategy, Financial Services
Education
MIT 1992 — 1997
PhD, Structural Engineering
Swarthmore College 1988 — 1992
Bachelor of Science (B.S.), Engineering
JP Morgan Chase June 2007 - Present
Education
Methodist Theological School in Ohio
Masters of Theology/Divinity
Capital One June 2013 - Present
Comerica Bank January 2013 - June 2013
JP Morgan Chase November 2009 - September 2012
Northwestern Mutual June 2006 - November 2009
Northwestern Mutual- The Carr Group May 2007 - September 2009
Marquette University 2004 - 2005
D.S. Max Advertising January 2000 - January 2001
Skills
Sales, Financial Analysis, Marketing, Negotiation, Networking, Sales Process, Research, Public Speaking, Insurance, Customer Service, PowerPoint, Microsoft Excel, Access, Strategic Planning, Microsoft Word, Coaching, Microsoft Office, Banking, Budgets, Finance, Management
Education
Marquette University
B.A
Bay Capital Mortgage Corp. September 2010 - Present
JP Morgan Chase December 1990 - September 2010
Margaretten & Company, Inc. December 1990 - June 1994
BTR Realty, Inc. July 1987 - November 1990
Skills
Loan Origination, Loans, FHA, Investments, Mortgage Lending, Refinance, Real Estate, Investment Properties, Management, Residential Homes, FHA financing, Mortgage Banking, Banking, Finance, Loss Mitigation, First Time Home Buyers, Residential Mortgages, Credit Analysis, Real Estate Transactions, Commercial Lending, VA loans, Commercial Real Estate, Construction Loans, Credit, Real Estate Economics, USDA, Underwriting, Mortgage Underwriting, Government Loans, Real Estate Financing, VA Loans
Education
The Johns Hopkins University 1989 — 1993
Real Estate
McDaniel College 1983 — 1987
BA, Business Adminstration
JP Morgan Chase October 2010 - Present
Downtown Lincoln YMCA May 2010 - May 2011
Arizona Power Paws May 2010 - January 2011
Wells Fargo March 2001 - January 2010
Wells Fargo June 1997 - March 2001
Cronstrom & Trbovich 1996 - 1996
Chase Bank/First Interstate/Wells Fargo October 1984 - 1996
Education
Mesa Community College 2010 — 2011
certificate, Project Management
Spencer College 1981 — 1982
Travel and Business
JP Morgan Chase September 2011 - Present
JPMorgan Chase June 2010 - August 2010
Education
MIT 2007 — 2011
Bachelor of Science (BS), Economics
University College London, U. of London 2009 — 2009
Economics
Everbank Home Lending July 2015 - Present
EverBank Home Lending August 2012 - Present
MetLife Home Loans December 2008 - February 2012
JP Morgan Chase September 1996 - December 2008
Skills
Mortgage Lending, Credit, Mortgage Banking, Refinance, Loans, Sales Management, Credit Analysis, Loan Origination, FHA, Residential Mortgages, FHA financing, New Business Development, Investment Properties, VA loans, Real Estate, Loan Servicing, Finance, USDA, Government Loans, Home Equity Loans, Consumer Lending, Certified Mortgage..., Branch Management, Underwriting, Funding, First Time Home Buyers, Investments, Mortgage Underwriting, Construction Loans, Referrals, Rates, Business Development, Selling, Real Estate Financing, Reverse Mortgages, Mortgage Servicing, Mortgage Marketing, Home Equity Lines of..., Sales, Loan Modifications, Real Estate Economics, Lines Of Credit, Profit & Loss Management, Banking
Education
Mercer County Community College 1991 — 1993
Associates degree, Applied Science
Rutgers University
NBCUniversal, Inc. September 2012 - May 2014
NBCUniversal, Inc. July 2010 - September 2012
NBC Universal June 2008 - July 2010
JP Morgan Chase June 2007 - August 2007
IBM May 2006 - December 2006
Skills
ITIL Certified, Agile Methodologies, SDLC, Vendor Management, IT Strategy, IT Management, Software Project..., Enterprise Architecture, Business Intelligence, Agile Project Management, Information Technology, Project Portfolio..., Systems Engineering, IT Operations, Integration, Operations Management
Education
Massachusetts Institute of Technology 2014 — 2016
Master's Degree, Engineering Systems
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (MBA)
Pennsylvania State University 2004 — 2008
BS, Computer Science
Cheeky Kumquat February 2013 - Present
JP Morgan Chase April 2008 - January 2009
Washington Mutual July 2006 - March 2008
Washington Mutual May 2003 - July 2006
Washington Mutual July 2002 - May 2003
Skills
Vendor Management, Process Improvement, Business Analysis, Visio, SharePoint, Business Requirements, Project Management, Project Planning, Training
Education
Marquette University 2005 — 2007
Cerfication, Teaching, Education
University of Wisconsin-Milwaukee 2000 — 2002
MA, History
University of Wisconsin-Milwaukee 1995 — 2000
BA, Psychology, History
Superior Plus Energy Services February 2012 - Present
Five Star Bank May 2007 - December 2010
JP Morgan Chase September 2003 - May 2007
General Motors Acceptance Corp. October 1999 - September 2003
Skills
Credit, Credit Analysis, Underwriting, Financial Analysis, Loans, Credit Risk, Banking, Commercial Lending, Finance, Risk Management, Accounting, Microsoft Excel, Training, Loan Origination, Analysis, Customer Service, Strategic Planning, Leadership, Financial Services, Accounts Receivable, Lines Of Credit, Consumer Lending
Education
Medaille College 2009 — 2011
MBA, Business Administration
St. John Fisher College 1994 — 1998
BS, Business Management
Mercury Insurance March 2013 - Present
Whole Foods Market July 2011 - March 2013
Milwaukee Art Museum March 2009 - May 2011
JP Morgan Chase April 2008 - February 2009
JPMorgan Chase July 2006 - April 2008
JPMorgan Chase August 2005 - July 2006
Center for Neighborhood Technology July 2003 - May 2004
Draftfcb October 1999 - January 2002
Hanson Dodge Creative January 1999 - May 1999
American chamber of Commerce in London May 1998 - August 1998
Skills
Sales, Social Media Marketing, Marketing, Market Research, Event Management, CRM, Promotions, Customer Satisfaction, Marketing Communications, Thinking Outside The Box, Creative Problem Solving, Product Marketing, Customer Support, Photoshop, HTML, Communication, Organization, Analysis, Business Analysis, Auto Injuries, Home Equity Loans, Database Administration, Negotiation, Logical Thinker, Customer Oriented
Education
Loyola University of Chicago - Graduate School of Business 2002 — 2004
M.B.A., Finance and Management
Marquette University 1994 — 1999
B.A., Marketing and International Business
Milwaukee Area Technical College 2009 — 2010
Associates Degree, Web Design
Southern Denmark School of Business
Other, International Studies
WaterStone Bank January 2011 - Present
Waukesha County Technical College August 1993 - Present
JP Morgan Chase January 2010 - January 2011
Wachovia (Formerly World Savings Bank - Golden West Financial) March 1997 - October 2008
World Savings March 1997 - May 2006
Bay Title and Abstract/Bay Area Appraisal 1989 - 1997
Bay Title and Abstract & Bay Area Appraisal August 1990 - July 1996
MGIC 1986 - 1989
Federated Financial (formerly known as Elm Grove Savings) 1984 - 1986
Skills
Negotiation, Mortgage Lending, Selling, Real Estate, Property Law, Loan Origination, Investment Properties, Residential Homes, Loans, Mortgage Banking, Property Management, Commercial Real Estate, Financial Analysis, Commercial Mortgages, Real Property, Banking, Portfolio Management, Valuation, Real Estate Economics, Investments, Real Estate Transactions, Sales, Real Estate Financing, Customer Service, Risk Management, Referrals, Credit, Appraisals, Credit Analysis, Apartments, Commercial Lending, Finance, Brokerage, Residential Mortgages, FHA, REO, Management, Refinance, Leadership, Team Building
Education
Marquette University
College of Business-Finance
Waukesha County Technical College
Associates, Real Estate, Property Assessment and Appraisal
NWTC
Real Estate and Property Valuation
Pewaukee
Arthur J. Gallagher & Co., Brokerage Services Division 2014 - Present
Arthur J. Gallagher & Co., Brokerage Services Division March 2008 - 2013
JP Morgan Chase February 2007 - March 2008
National Australia Bank October 1990 - November 2006
Australia & New Zealand Bank 1989 - 1990
Skills
Financial Analysis, Credit Risk, Banking, Risk Management, Financial Risk, Credit Analysis, Insurance, Commercial Banking, Financial Reporting, Finance, Portfolio Management, Corporate Finance, Strategic Financial..., Financial Modeling
Education
Mercy College
MBA, Finance
Mercy College
Bachelor of Science (BS), Accounting
Mount Vernon High School
JPMorgan Chase April 2012 - Present
JPMorgan Chase October 2009 - May 2012
JP Morgan Chase & Co. June 2009 - October 2009
JPMorgan Chase April 2008 - May 2009
JP Morgan Chase February 2004 - May 2008
JPMorgan Chase 2000 - 2008
Skills
MS Project, MS Office Suite, SDLC, PMO, Process Improvement, Budgets, Procurement, Program Management, Change Management, Microsoft Office, Project Management, Contract Management, Business Analysis, Management, Visio, Security, Banking, Accounts Payable, Risk Management, Sourcing, Mergers & Acquisitions, PMP
Education
Marshall University 1978 — 1982
Bachelor of Business Administration, Accounting
JP Morgan Chase September 2009 - Present
EMC Morgage Corporation / Bear Stearns 1998 - 2009
Skills
Mortgage Banking, Portfolio Management, Financial Analysis, Loans, Mortgage Lending, Process Improvement, Investors, Accounting
Education
McMurry University 1979 — 1983
BBA, Business Management
Lennar May 2013 - Present
Western Treasury Advisors 2011 - 2013
Boeing 2004 - 2010
JP Morgan Chase 2001 - 2004
PACCAR (Kenworth Trucks) 2000 - 2001
Bank of America 1990 - 2000
Skills
Treasury, FX Options, Bonds, Debt, ALM, Trade Finance, Treasury Management, Hedging, Cash Flow Forecasting, Foreign Exchange, Corporate Finance, Financial Modeling, Cash, Liquidity Management, Capital Markets, Investments, Derivatives, Financial Analysis, Cash Management, Credit, Valuation, Financial Risk, Finance
Education
McGill University
Bachelor of Commerce
The University of Western Ontario
MBA
RoundPoint Mortgage February 2014 - Present
Wingspan Portfolio Advisors June 2012 - January 2014
Terminix International October 2008 - June 2012
TIAA-CREF November 2007 - October 2008
JP Morgan Chase January 2007 - October 2007
Bank of America Home Loans March 2002 - January 2007
Skills
ISO 9001:2008 trained, Process Improvement, Call Center, Microsoft Excel, Mortgage Lending, Time Management, Finance, Coaching, Microsoft Office, Change Management, Strategic Planning, Employee Relations, Microsoft Word, Call Centers
Education
The University of Texas at Arlington - College of Business 1995 — 1999
BBA, Business Management
Mclennan Community College 1993 — 1995
N/A, Basics
Hillsboro High School
JPMorgan Chase October 2013 - Present
Capital One Bank December 2012 - September 2013
JP Morgan Chase March 2010 - December 2012
Capital One 2005 - 2010
Skills
Cash Management, Banking, Commercial Banking, Treasury Services
Education
McNeese State University
Bachelor's degree, Marketing
McNeese State University
Master of Business Administration (MBA)
Zimmer Elite July 2012 - Present
Stryker Orthopaedics March 2011 - July 2012
JP Morgan Chase August 2007 - February 2011
Lanier Worldwide May 2003 - February 2007
Skills
Sales, Account Management, Sales Operations, Sales Process, Orthopedic, Microsoft Office, Joint Replacement, Fracture Care, Sports Medicine, Biologics, Operating Room, Hip Replacement, Surgical Instruments, Shoulder Replacemet, Contract Negotiation, Sales Presentations, Medical Devices, Sales Force Development, Selling, Direct Sales, Selling Skills, Capital Equipment, Product Launch, Sales Management, Building Relationships, Market Development, New Business Development, Healthcare
Education
McNeese State University 1998 — 2003
Criminal Justice
Leesville High 1994 — 1998
Reliant Biomedical January 2013 - Present
Social Media Marketing University December 2008 - Present
Interactive Media Ventures January 2002 - Present
The Souza Group January 2002 - Present
Bank of America July 2001 - January 2002
American Skandia June 1997 - July 2001
JP Morgan Chase November 1994 - June 1997
Citibank November 1991 - November 1994
Skills
Social Media Marketing, Online Marketing, E-learning, Entrepreneur, Small Business, Venture Capital, Entrepreneurship, Strategic Partnerships, Start-ups, Strategic Consulting, Joint Ventures, Mobile Marketing, Lead Generation, Business Strategy, Digital Strategy, Digital Media, New Business Development, Interactive Marketing, Social Marketing, E-commerce, Marketing Strategy, SEM, Online Advertising, Digital Marketing, Web 2.0, Multi-channel Marketing, PPC, SEO, Facebook, Social Media, Internet Strategy, Viral Marketing, B2B Marketing, Social Media Monitoring, Go-to-market Strategy, Email Marketing, Mobile Internet, E-business, Content Marketing, Personal Branding, Social Networking, Entrepreneurial..., Mobile, Direct Marketing, Web Marketing, CRM, Strategy, Leadership, E-Learning
Education
MIT Sloan School Of Management 2006 — 2006
MIT Entrepreneurship Development Program
New York University 1988 — 1992
BS, Finance
Waldwick High School
Bank of America Merrill Lynch May 2000 - March 2009
JP Morgan Chase 1996 - 2000
Deloitte & Touche 1995 - 1996
Skills
401k Rollovers, Asset Allocation, Business-owner Planning, Business-Succession..., Concentrated Stock..., Deferred Compensation..., Estate Investment..., Financial Advisory, Financial Reporting, Financial Services, Fixed Income Strategies, Insurance, Investment Planning, Investment Strategies, Investments, Multi-generational..., Relationship Management, Retirement-plan..., Retirement Planning, Retirement Savings, Risk Management, Securities
Education
The Wharton School, University of Pennsylvania 2006 — 2006
Certified Investment Management Analyst, Investment Management
Pace University - Lubin School of Business 1994 — 1995
Master of Business Administration, Management of Information Systems & Investment Management
Marist College 1984 — 1986
Bachelor of Science, Business Administration - Finance
JPMorgan Chase January 2011 - July 2013
JP Morgan Chase January 2010 - January 2011
Northwestern Mutual Financial Network May 2006 - February 2010
WV MetroNews 2009 - 2009
BNI 2006 - 2008
BNI 2006 - 2008
Fifth Third Bank 2005 - 2006
Skills
401k, Accounting, Asset Allocation, Banking, Budgets, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Cross Selling, Customer Service, Disability Insurance, Employee Benefits, Estate Planning, Finance, Financial Analysis, Financial Reporting, Financial Services, Fixed Annuities, Health Insurance, Healthcare, Insurance, Investment Strategies, Investments, Leadership, Life Insurance, Loans, Long-term Care, Marketing, Microsoft Excel, Microsoft Office, Mortgage Lending, Mutual Funds, Pensions, Personal Finance, Portfolio Management, Relationship Management, Retail Banking, Retirement, Retirement Planning, Risk Management, Sales, Securities, Series 7, Small Business Lending, Strategic Financial..., Strategic Planning, Team Building, Underwriting
Education
Western Governors University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Marshall University 1994 — 1999
Bachelor’s Degree, Finance
Home Depot/Your Other Warehouse June 2015 - Present
Carter's OshKosh B'gosh March 2014 - June 2015
Carter's OshKosh B'gosh September 2013 - March 2014
McKesson March 2013 - July 2013
Turner Broadcasting System January 2013 - April 2013
Best Bank March 2010 - July 2012
JP Morgan Chase February 2008 - December 2009
Skills
Microsoft Excel, PeopleSoft, SAP, TM1, Vlookup, Pivot Tables, CRM, PowerPoint, Microsoft Word, Financial Analysis, Accounts Receivable, ReconNet, Vantive, Sales Audit, Access, Finance, Forecasting
Education
Mercer University - Stetson School of Business and Economics 2012 — 2013
Master of Business Administration (MBA), Business
Kennesaw State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
JP Morgan Chase January 2010 - Present
Skills
Credit, Financial Analysis
Education
Merrimack College
Bachelor of Science, Business Management
EverBank April 2014 - Present
CalCon Mutual / Associated Mortgage April 2010 - April 2014
Sovereign Bank 2008 - 2010
JPMorgan Chase 2003 - 2008
JP Morgan Chase 2000 - 2003
Morgan Stanley 1999 - 2000
Skills
Mortgage Lending, Banking, Real Estate, Portfolio Management, Investment Properties, Commercial Lending, Finance, Commercial Mortgages, Underwriting, Financial Services, Residential Homes, Condos, Mortgage Banking, Loan Origination, Sales Management, Jumbo Mortgage, Project Management, Product Development, Single Family Homes, Multi Family Properties, Real Estate Development, Refinance, FHA, Wholesale Lending, Wealth Management, Residential Mortgages, Real Estate Financing, VA loans, FHA financing, Funding, Reverse Mortgages, USDA, Townhomes, Relationship Management, Real Estate Economics, real es, Foreign National Loans, Asset Based Lending, Condo Conversion, Seller Financing, Wealth Management..., Mortgage Underwriting, Risk Management, Investments, Loans, Real Estate Transactions, VA Loans
Education
Marist College 1995 — 1999
BA, Finance
Lakeland Regional Highschool 1990 — 1994
Northwestern Mutual April 2014 - Present
Whitnall School District April 2014 - Present
Boy Scouts of America Troop 574 January 2014 - Present
ManpowerGroup January 2014 - April 2014
JP Morgan Chase November 2007 - October 2012
National City June 2005 - December 2006
Hilti 2004 - 2005
DePaul University 2001 - 2004
Skills
Coaching, Credit, Loans, Banking, Investments, Private Banking, Project Coordination, Long-term Customer..., Manage Client..., Team Building, Customer Service, Sales, Relationship Management, Finance, Management
Education
Marquette University 1998 — 2013
Organizational Leadership with Finance Concentration, Business, Finance, and Organizational Leadership
SAIL.DIVE.LIVE, LLC 2010 - Present
Manhattan Sailing School June 2011 - October 2012
JP Morgan Chase July 2004 - January 2010
CSC 1996 - 2001
JPMorgan 1978 - 1996
US Navy, Commander Retired 1972 - 1978
Skills
Sailing Instructor, Boat Delivery, Charter Captain, Commander, USNR Retired, USCG Master 100-Ton, Safety Officer, Marine Engineering, Inland Marine, Offshore, Underwater, Blue Ocean Strategy, Scuba Diving, GIS applications, Data Management, Yachting, Marinas, Boat, Offshore Drilling, GIS, Governance, Outsourcing, Start-ups, Navigation, IT Strategy, Risk Management, Strategy, Business Development, Networking, Sailing, Executive Management, Infrastructure, Project Portfolio..., Program Management, Vendor Management, IT Management
Education
University of Maryland Baltimore County 2014 — 2016
Master of Science (MS), Geographic Information Science and Cartography
University of Maryland University College 2013 — 2014
Political Economy
New York University - Leonard N. Stern School of Business 1980 — 1983
Certificate, International Finance
Villanova University 1976 — 1978
MS, Computer Science
Marquette University 1968 — 1972
BA, History/Economics
First Midwest Bank September 2015 - Present
First Midwest Bank April 2013 - September 2015
First Midwest Bank March 2011 - April 2013
Home State Bank January 2007 - February 2011
JP Morgan Chase April 2005 - June 2006
Skills
Banking, Loans, Consumer Lending, Small Business, Customer Service, Commercial Lending, Commercial Banking, Customer Satisfaction, Finance, Reverse Mortgages, New Business Development, Public Speaking, Loan Origination, Sales, Small Business Lending, Mortgage Lending, Team Building, FHA, FHA financing, Budgets, Sales Management, Strategic Planning, Cross Selling, Account Management, Leadership, Marketing, Loan Servicing, Problem Solving, Retail, Negotiation, Event Planning, Lines Of Credit, Financial Analysis, Retail Banking, Cash Management, Customer Relations, Refinance, Credit Analysis, Underwriting, Commercial Mortgages, Insurance, Mortgage Banking, Portfolio Management, Branch Management, Construction Loans, Real Estate Financing, Budgeting
Education
University of Wisconsin-Madison 1997 — 2002
Bachelors, Communication Arts - Focus in TV, Film and Radio
Crystal Lake Central High School 1993 — 1997
General, General
McHenry County College
University of Illinois at Chicago August 2013 - Present
Reprographics May 2013 - August 2013
Lowe's Companies, Inc. January 2011 - August 2012
JP Morgan Chase July 2009 - January 2011
Toys R Us July 2005 - June 2009
Skills
Illustrator, Adobe Acrobat, Photoshop, Microsoft Office, AutoCAD, Architectural Design, Maxwell Render, Rhino, Model Making, Retail, Customer Service, Design Research
Education
University of Illinois at Chicago 2012 — 2016
Bachelor's degree, Architecture
McHenry County College 2008 — 2012
Associates, General Education
M&N Advanced Technology Systems January 2009 - Present
JP Morgan Chase September 2003 - December 2008
Sears & Co. 1997 - 2000
Discover 1995 - 1997
Wheels Inc, 1993 - 1995
Skills
Pega PRPC, Agile Project Management, SDLC, Websphere, XML, Project Management, UML, Spring, Design Patterns, JSP, SOA, Web Services, Agile Methodologies, E-commerce, Vendor Management, JMS, Enterprise Architecture, Servlets, Java Enterprise Edition, Struts, Spring Framework, WebSphere
Education
Massachusetts Institute of Technology 1990 — 1990
Completed professional courses on Object Oriented Programming., Object-Oriented programming
Belarus Federal University of Informatics and Radio Electronics 1982 — 1987
Master of Science in Computer Science, Computer science, Automated management systems
Ohio University March 2015 - Present
Krossover October 2013 - Present
CGI March 2013 - January 2015
JP Morgan Chase June 2011 - March 2013
Serco - North America April 2005 - September 2010
United States Army April 1999 - April 2005
Skills
Program Management, Security Clearance, DoD, Integration, Requirements Gathering, Process Improvement, Systems Engineering, Business Analysis, Project Planning, Government, Requirements Analysis, Analysis, Project Management, SDLC, Enterprise Architecture, Military, Business Process, Business Requirements, Software Development, UML, Management, Technical Writing, PMP, Testing, Proposal Writing, SharePoint, Software Project..., Requirements Management, Software Documentation, Business Process..., PMO, Systems Analysis, Databases, IT Strategy
Education
Marietta College 1990 — 1994
BA, History
TicketsNow.com November 2009 - Present
hsbc March 2001 - September 2009
jp morgan chase December 1980 - May 2001
HSBC Card Services April 2000 - March 2001
JP Morgan Chase August 1999 - April 2000
Skills
Call Center, Customer Service, Customer Satisfaction, Team Building, Process Improvement, Customer Experience, Training, Leadership, Customer Retention, Call Centers, Cross-functional Team..., Time Management
Education
McHenry County College
business
JP Morgan Chase 2010 - 2012
Cendant August 2007 - June 2010
Skills
Exemplary Leadership, Managerial, Communication and..., Troubleshooting and..., Financial/analytical..., collaboration/independen..., Leadership, Management, Finance
Education
Mercy College 2002 — 2004
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Mercy College 1998 — 2002
Bachelor of Business Administration (B.B.A.)
NTS Landscaping Contractors' September 2009 - Present
Wells Fargo Home Mortgage October 2011 - June 2013
JP Morgan Chase November 2010 - October 2011
Recall July 2008 - November 2010
Countrywide Bank FSB August 2007 - July 2008
Liberty Lending Serivces February 2005 - July 2008
Expanded Mortgage Credit 2004 - 2005
Patriot Lending Group June 2003 - January 2004
Northern Trust Corporation March 2000 - June 2003
Norwest Bank now Wells Fargo Bank March 1997 - March 2000
Skills
Sales, Mergers & Acquisitions, Customer Service, Management, Strategic Partnerships, Banking, Business Planning, Mortgage Lending, Loans, Strategic Planning, Microsoft Excel, Employee Training, Training, Cold Calling, Coaching, Direct Sales, Sales Management, Strategy, Account Management, Marketing Strategy, Program Management, FHA, Selling, New Business Development, Refinance, B2B, Salesforce.com, Mortgage Banking, Insurance, Sales Process, Sales Operations, Credit, Business Development, Contract Negotiation, Negotiation, Underwriting, Outlook, Sellers, Marketing, Product Management, Contact Management, Budgets, Building Relationships, Customer Satisfaction, Leadership, Recruiting, Team Building, Investment Properties, Finance, Real Estate
Education
Mesa Community College 1984 — 1986
Associates, Social Science
Coronado 1981 — 1985
High School
PBZ Construction April 2014 - September 2014
Brown Brothers Harriman July 2013 - December 2013
Brown Brothers Harriman March 2012 - December 2012
Brown Brothers Harriman October 2011 - March 2012
VivaKi January 2010 - March 2011
Perceptive Informatics September 2009 - January 2010
Brooks Automation May 2009 - July 2009
Best Doctors January 2009 - March 2009
Wellington Management July 2008 - October 2008
JP Morgan Chase August 2007 - May 2008
Skills
Financial Reporting, Forecasting, Project Management, Finance, Budgets, Accounting, Analysis
Education
North Bennet Street School 2014 — 2015
Certificate, Carpentry/Carpenter
Merrimack College 1999 — 2004
Bachelor of Science in Business Administration, Finance
Harrison Steel October 2013 - Present
Harrison Steel May 2012 - October 2013
JP Morgan Chase June 2011 - May 2012
CSI Closure System International May 2010 - August 2010
Skills
Microsoft SQL Server, Query Writing, Microsoft Excel, C#, ASP.NET, Visual Studio, Payroll, Performance Management, Process Improvement, Bank Reconciliation, Business Workflows, Project Planning, PowerPoint, Teamwork, Microsoft Word, Microsoft Office, Research, Employee Relations, Human Resources
Education
Marian University 2008 — 2012
BS, Business Administration, Management and Operations
Salem Five Bank June 2008 - Present
JP Morgan Chase April 2007 - January 2008
Wells Fargo Home Mortgage October 2002 - April 2007
Colonial Gas Company March 1995 - October 2002
Mass Electric January 1983 - October 1995
Skills
FHA, Loans, Credit, Sales, Investment Properties, Residential Homes, Refinance, Mortgage Lending, First Time Home Buyers, Condos, Credit Analysis, Mortgage Banking, Loan Origination, Commercial Lending, Consumer Lending, Banking, Real Estate, Sales Management, Strategic Planning, Marketing, Public Speaking, Residential Mortgages, Small Business Lending, Small Business, FHA financing, VA loans, New Business Development, Training, USDA
Education
Merrimack College 1982 — 1987
BS, Business Administration
JP Morgan Chase May 2005 - Present
Skills
Java, Agile Methodologies, Scrum, Agile Project Management, Technical Leadership, Team Leadership, Web Development, Web Application Security, Tomcat, HTML + CSS, Oracle, Web Services, Struts, JSP, JavaScript, Maven, Linux, Subversion, Apache, Offshore Management, Eclipse, Web Design, JBoss Application Server, HTML, Web Applications, Java web applications, Agile, Oracle SQL, Offshore Software..., Usability Engineering, Usability, Website Development, Struts2, Usability Design, OWASP, Lean Software..., SDLC, SQL, AJAX, Management, Leadership, Java Enterprise Edition, Software Development, Software Project..., JIRA
Education
Messiah College
Bachelor of Science (B.S.)
The Gender Identity Center of Colorado, Inc. October 2014 - June 2015
University of Denver September 2014 - June 2015
JP Morgan Chase July 2012 - February 2014
Nationstar Mortgage December 2008 - July 2012
Salon Three Thirty May 2008 - August 2008
American Eagle Outfitters June 2004 - August 2006
Skills
Customer Service, Marketing, Teamwork, Finance, Microsoft Office, Financial Analysis, Sales, Loans, Social Media, Foreclosures, Training, Short Sales, Case Management, Psychological Assessment, Microsoft Word, Process Improvement, Counseling Psychology, Microsoft Excel, Accounting, Loss Mitigation, Student Counseling, Client Counseling, Management, Organizing, Mental Health Counseling, Career Counseling, Adolescent Therapy, Individual Counselling, Student Representation
Education
University of Denver 2014 — 2016
Master's Degree, Counseling Psychology
University of North Texas 2005 — 2008
Bachelors of Business Administraton, Marketing
Mclennan Community College 2004 — 2005
Psychology
Sam Houston State University 2003 — 2004
Chemistry
Nordea February 2014 - Present
Nordea August 2013 - February 2014
Deutsche Bank October 2012 - August 2013
JP Morgan Chase October 2008 - January 2011
JPMorgan Chase February 2008 - October 2008
Morgan Stanley July 1999 - July 2006
Skills
Compliance, Internal Controls, Documentation, Process Improvement, Leadership, Software Documentation, Analysis, AML, Banking, Operational Risk, KYC, OFAC, Due Diligence, Accounting, Risk Management, Internal Audit, Human Resources, USA PATRIOT Act, Operational Risk..., Bank Secrecy Act, Middle Office, Finance
Education
Marymount Manhattan College 2000 — 2007
BA, International Studies
KulaGuna Consulting June 2015 - Present
APICS Supply Chain Council July 2012 - Present
Microsoft August 2013 - June 2015
Microsoft Corporation June 2010 - July 2013
JP Morgan September 2008 - May 2010
JP Morgan Worldwide Security Services January 2006 - August 2008
JP Morgan Partners February 2003 - January 2006
JP Morgan Chase September 2001 - February 2003
GE Equity May 2000 - August 2001
MapInfo May 1994 - December 1998
Skills
Enterprise Architecture, Six Sigma, .NET, Data Mining, Expert Systems, Genetic Algorithms, Rules Engines, Process Simulation, Program Management, Business Analysis, Integration, Software Development, IT Strategy, Business Intelligence, Software Project..., Business Process..., Strategic Planning, Cloud Computing, Supply Chain Management, Logistics, Geomatics, Business Process Design, Strategy, Analysis, Architecture, Management Consulting, Management, Professional Services, Security, Leadership, SaaS, Consulting, SDLC, Product Management, Outsourcing, SOA, Business Process, SharePoint, CRM, Business Process..., Team Building, Enterprise Software, Vendor Management, Project Portfolio..., Cross-functional Team..., Solution Architecture, Start-ups, Analytics, Strategic Partnerships, IT Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2001 — 2001
Post Graduate Certificate, System Dynamics
University of Leeds 1999 — 2000
MBA, International Business
Rensselaer Polytechnic Institute 1974 — 1978
BS, Communications Science
Orange Bank & Trust Company April 2015 - Present
Hudson Valley Bank December 2007 - April 2015
JP Morgan Chase January 2005 - December 2007
The Bank of New York January 1985 - January 2000
Citi January 1995 - January 1999
Skills
Commercial Lending, Small Business Lending, Loans, Banking, Commercial Banking, Credit, Lines Of Credit, Commercial Mortgages, Cash Management, Retail Banking, Branch Management, Consumer Lending, Portfolio Management, Cross Selling, Bank Secrecy Act, Credit Cards, Deposits, Corporate Finance, Asset Based Lending, Branch Banking, Structured Finance, Wealth Management, Treasury Services, Financial Analysis, Financial Risk, Private Banking, Capital Markets, Finance, Construction Loans, Mortgage Banking, Credit Risk, Financial Structuring, Asset Management, Investments, Sales Management, Customer Acquisition, Financial Services, Series 63, Real Estate, Core Banking, Relationship Management, Residential Mortgages, Financial Institutions, Merchant Services, SBA
Education
American Institute of Banking
Mercy College
American Institute of Banking
JP Morgan Chase September 2010 - Present
Skills
Marketing, PowerPoint, Project Management, Microsoft Excel, Social Media, Negotiation, Sales, Customer Service, Strategic Planning, Business Strategy, Microsoft Office, Social Networking, Microsoft Word, Banking, CRM, Account Management, Salesforce.com, Management, Process Improvement, New Business Development, Contract Negotiation, Program Management, Sales Management, Leadership, Due Diligence, AML, KYC, Outlook, Business Development, Risk Management, OFAC, Team Leadership, Market Research, Portfolio Management, Strategic Partnerships, Finance, Strategy, Budgets
Education
Marist College
MPA
State University of New York College at Purchase
B.A.
Patriot Bank, N.A. June 2014 - Present
Patriot Bank, N.A. August 2008 - Present
JP Morgan Chase October 2006 - July 2008
The Bank of New York August 2004 - October 2006
Carpenter Company 2000 - 2002
Skills
Loans, Commercial Mortgages, Banking, Credit, Mortgage Lending
Education
Mercy College 2003 — 2006
Bachelor's degree, Business Administration
Technical Career Institutes 1992 — 1993
Automotive Engineering Technology/Technician
Hidden Treasures Financial Ministries, LLC October 2010 - Present
JP Morgan Chase January 1998 - May 2010
Montgomery Ward October 1986 - December 1997
Education
McNeese State University 1986 — 1988
Economics
Flame Media Group June 2003 - Present
Wells Fargo February 2013 - August 2014
JP Morgan Chase October 2004 - February 2013
Skills
Photoshop, Audio Engineering, Web Development, Strategic Financial..., Retirement Planning, 401k Rollovers, Wealth Management, Video, Brand Development, Mutual Funds, Small Business, Fixed Income, Investments, Customer Service, Advertising, Microsoft Excel, Social Media Marketing, Event Management, Management, Leadership, Social Networking, Social Media, Marketing, Microsoft Office
Education
Mercy College
JPMorgan Chase May 2013 - Present
JP Morgan Chase August 2008 - May 2013
JPMorgan Chase March 2003 - August 2008
Skills
Customer Service, Customer Experience, Staff Supervision, Team Leadership, Financial Services, Communication, Leadership Development, Employee Training, Mentoring, Career Development..., Community Outreach, Volunteering, Volunteer Management
Education
Marian University
Associate of Business Administration, Business Management
Creative Spreadsheet Solutions January 2005 - Present
Avant Guard Dog Studios January 2005 - Present
Muses Muse 2000 - 2010
The College of New Jersey February 2008 - September 2009
Poetz.com February 2007 - June 2009
The College of New Jersey 2008 - 2009
JP Morgan Chase January 1999 - January 2005
Avant Guard Dog Studios June 1984 - January 2005
Skills
Microsoft Office, Editing, Access, Business Analysis, Visual Basic, Copywriting, Dreamweaver, Web Design, Graphic Design, Documentation, Databases, Data Analysis, Lotus 123, PowerPoint, Financial Analysis, Financial Reporting, Film, HTML, Illustrator, InDesign, Journalism, Photoshop, Strategic Planning, Photography, Qualitative Research, Research, Problem Solving, Troubleshooting, User Interface Design, User Experience, Visio, Video, Writing, Microsoft Excel, Microsoft Word, Directing, Producing, Songwriting, Creative Writing, Creative Solutions, Creative Strategy, Quantitative Analytics, Art Criticism, Curating, Conceptual Art, Concept Design, Mixed Media, Media Design, Music Production, Poetry
Education
Mercer County Community College 2011 — 2012
Dual Certificates, Graphic Design & Web Design
The New School For Social Research 1981 — 1985
Master of Arts, Media Studies
Southern Illinois University, Carbondale 1974 — 1977
Bachelor of Science, Cinema and Photography
Somerville High School 1969 — 1973
High School Diploma, College Preparatory
Barefoot Books July 2013 - Present
JP Morgan Chase 2009 - 2012
State Street 2005 - 2008
Skills
Finance, QuickBooks, Organizational Culture, Account Reconciliation, Accounts Payable, Performance Metrics, Cash Flow, Social Media Marketing, Hosting Events, Songwriting, Photography, Djembe, Guitar Playing, Financial Reporting
Education
Merrimack College 2001 — 2004
Bachelor of Science (B.S.), International Business, 3.54
Georgetown High School 1995 — 1999
Kaplan Test Prep and Admissions Regional Partnerships DirectorKaplan Test Prep and AdmissionsMarch 2008 - Present
JP Morgan Chase 2004 - 2008
JP Morgan Chase December 2004 - July 2007
Education
Marymount Manhattan College 2001 — 2003
BA, Sociology and Law
Webster Central School District April 2012 - Present
R.T. Masters Stone Co., Inc. 1997 - Present
ThomasNet January 2005 - May 2012
JP Morgan Chase April 2002 - May 2004
Wegmans Food Markets May 1998 - April 2002
Skills
Lead Generation, Sales, Marketing Strategy, Social Media, Facebook, Customer Service, Advertising, Social Media Marketing, Public Relations, Email Marketing, Digital Marketing, Management, Public Speaking, Social Networking, Marketing, Microsoft Office, Microsoft Excel, Online Marketing, Online Advertising, PowerPoint, Research, Sales Operations, Time Management
Education
Mercyhurst University 1993 — 1997
BA, Marketing
JP Morgan Chase July 2008 - Present
Education
MIT 2004 — 2008
Bachelor of Science (BS), Mechanical Engineering
JPMorgan Chase June 2014 - Present
JPMorgan Chase January 2013 - June 2014
JP Morgan Chase September 2009 - January 2013
Ace Mortgage Funding September 2007 - November 2009
Aegis Lending June 2004 - August 2007
Skills
FHA, Mortgage Banking, USDA, Loan Origination, Loans, Residential Mortgages, Credit, Credit Analysis, Banking, VA loans, Loss Mitigation, FHA financing, Mortgage Underwriting, Underwriting, Sales, Sales Management, Residential Homes
Education
Mesa Community College 2001 — 2002
Arizona Western College 2000 — 2001
GiveWell March 2015 - Present
Startup Mentor March 2014 - Present
NerdWallet March 2010 - March 2014
JP Morgan Chase December 2008 - March 2010
JP Morgan Chase June 2004 - December 2008
Skills
IPO, Strategic Planning, Leadership, Big Data, Rates, Derivatives, Trading, Start-ups, Hedge Funds, Business Strategy, Strategic Partnerships
Education
Massachusetts Institute of Technology 2000 — 2004
BS, Math, Management Science
JP Morgan Chase November 2006 - Present
Washington Mutual Bank November 2006 - September 2008
RealNetworks, Inc November 1999 - July 2006
Oracle Corporation April 1995 - November 1999
General Electric Medical Systems June 1991 - April 1995
IBM June 1989 - June 1991
MCI March 1989 - June 1989
Freddie Mac October 1987 - March 1989
IRS August 1985 - October 1987
Skills
Enterprise Architecture, Solution Architecture, Disaster Recovery, IT Strategy, Databases, Data Center, Data Warehousing, SDLC, Software Development, System Architecture, Performance Tuning, Agile Methodologies, AIX, Database Design, System Administration, Cloud Computing, IT Management, Servers, IT Operations, Enterprise Software, Architecture, VMware, Oracle, Storage, Infrastructure, Virtualization, Technical Leadership, Database Administration, Systems Engineering, System Deployment, Storage Area Networks, OLTP, Storage Architecture, Network Architecture, Technical Architecture, Architecture Frameworks, Scalability, Software Design, Programming, IT Governance, Enterprise Integration, Solution Design, IT Transformation, System Design, Agile, Distributed Systems, Data Modeling
Education
The University of Texas at Austin 1978 — 1986
Computer Science, Mathematics, and Engineering
Marquette University
Mathematics and Philosophy
University of Maryland College Park
Computer Science
JP Morgan Chase June 2008 - Present
Bear Stearns September 1999 - May 2008
Lehman Brothers April 1998 - October 1999
Skills
Vendor Management, Quality Assurance, Process Improvement, Software Documentation, Project Management, Test Planning, Management, Test Automation, Investment Banking, Trading, Project Planning, Prime Brokerage, Fixed Income, Financial Risk, Trading Systems, Equities, Electronic Trading, Capital Markets, Derivatives, Disaster Recovery, Enterprise Architecture, Financial Services, Hedge Funds, IT Strategy, Integration, LoadRunner, Low Latency, Market Data, QTP, SDLC, Sybase, Unix, Equity Derivatives
Education
McGill University
Master of Science (MSc)
National Technical University of Athens
Bachelor's degree
Jefferies Investment Advisers 2013 - 2014
Credit Suisse 2010 - 2013
Goldman Sachs 2006 - 2010
JP Morgan Chase January 2005 - January 2005
Skills
Stochastic Calculus, C++, Statistics, Matlab, Perl, SQL, Time Series Analysis, Statistical Arbitrage, Monte Carlo Simulation, Equities, Quantitative Finance, Equity Derivatives, Volatility, Derivatives, Options, Credit Derivatives, Quantitative Analytics, Fixed Income, R, Portfolio Optimization, Trading Systems, Trading Strategies, Market Making, Financial Engineering, Portfolio Management, Investment Banking, Hedging
Education
Massachusetts Institute of Technology 2001 — 2006
Ph.D.
Massachusetts Institute of Technology - Sloan School of Management 2002 — 2004
Graduate Certificate
University of Oxford 1997 — 2001
M.Phys.
Simon Langton Grammar School for Boys
C. V. Starr & Company May 2010 - Present
Chartis Insurance April 2009 - May 2010
AllianceBernstein 2006 - October 2008
AllianceBernstein 2004 - 2006
TIAA-CREF 2003 - 2004
TIAA-CREF 2001 - 2003
JPMorgan Chase 1995 - 2001
JP Morgan Chase 1993 - 1995
Skills
Six Sigma, Process Improvement, IT Strategy, Management, Operational Risk..., Portfolio Management, Performance Measurement, PMO, SDLC, Relationship Management, Requirements Analysis, Leadership, Financial Analysis, Cross-functional Team..., Financial Services, Risk Management, Management Consulting, Analysis, Strategy, Business Process..., Change Management, Business Process, Business Intelligence, Team Building, Banking, Vendor Management, Business Analysis
Education
Pace University 1995 — 1997
MS, Information Systems
The University of Chicago Booth School of Business 1979 — 1980
MBA, Finance, Management Science
Massachusetts Institute of Technology 1972 — 1976
Bachelor of Science, Life Sciences
JP Morgan Chase 2008 - Present
Education
Marquette University 1984 — 1988
Macquarie Group June 2014 - Present
JP Morgan Chase January 2011 - June 2014
UBS May 2006 - January 2011
Dreyfus 1996 - 1998
Skills
Team Building, Fixed Income, Securities, Series 7, Equities, Training, Capital Markets, Risk Management, Series 63, Derivatives, FINRA
Education
American College 1998 — 2003
Masters, Finance
Mansfield University of Pennsylvania 1992 — 1996
Bachelor's of Science, Business Administration
Citadel LLC June 2014 - Present
JP Morgan Chase May 2010 - May 2014
NextGen Global Resources, LLC January 2010 - May 2010
Pfizer Inc October 2008 - January 2010
Pfizer October 2007 - October 2008
Pfizer October 2005 - October 2007
Glotel Inc February 2000 - October 2005
Follet Higher Education Group August 1999 - February 2000
Skills
Recruiting, Talent Management, Talent Acquisition, Project Management, Sourcing, Human Resources, Performance Management, Interviews, Onboarding, Temporary Placement, Management, Strategy, Personnel Management, Screening, Deferred Compensation, Hiring, Employee Benefits, Change Management, Process Improvement, Team Management, Sales, Marketing
Education
Marquette University 1995 — 1999
B.A, Psychology
PepsiCo April 2015 - Present
Mars/Wrigley October 2013 - April 2015
PepsiCo May 2010 - October 2013
PepsiCo November 2007 - June 2010
Avery Dennison March 2005 - November 2007
JP Morgan Chase November 2002 - March 2005
Skills
Strategic Sourcing, Supply Chain, Procurement, Supply Chain Management, Supply Management, Sourcing, Six Sigma, Supply Chain..., Lean Manufacturing, Contract Negotiation, Negotiation, Leadership, Process Improvement, Strategy
Education
Marquette University 1995 — 1999
Business, International Business and Finance
JP Morgan Chase March 2001 - August 2011
Education
Marquette University 1996 — 2000
BS, Accounting
City of Milwaukee September 2011 - Present
JP Morgan Chase April 2011 - September 2011
Davis & Kuelthau, s.c. July 2005 - July 2010
Skills
Legal Research
Education
Marquette University Law School 2002 — 2005
J.D., Law
University of California, Los Angeles 1998 — 2002
Torrey Pines High School 1994 — 1998
JPMorgan Chase April 2012 - Present
JP Morgan Chase December 2007 - March 2012
Mortgage Data Management Corp. (MDMC) May 2006 - November 2007
Skills
Credit, Loans, Credit Analysis, Credit Risk, Mortgage Banking, Mortgage Underwriting, Mortgage Lending, Mortgage Servicing, Residential Mortgages, Portfolio Management, Banking, Underwriting, Securitization, Loan Servicing, Securities, Financial Risk, Asset Managment, Due Diligence, Finance, Consumer Lending, Derivatives, Financial Modeling, Financial Structuring, Funding, Lines Of Credit, Microsoft Office, Risk Management
Education
University of Wisconsin-Milwaukee 2006 — 2007
Master of Arts, Economics with an International Specialization
Marquette University 1996 — 2000
Bachelor of Arts, Economics
Northern Ozaukee High School
Eagle Investment Systems LLC May 2007 - Present
JP Morgan Chase 1996 - 2005
Skills
Fixed Income, Derivatives, Fund Accounting, Bloomberg, Mutual Funds, Equities, Corporate Actions, Securities, Financial Services, Back Office, Asset Management, Middle Office, Trading Systems
Education
Massachusetts College of Liberal Arts 1989 — 1993
Bachelor of Science (B.S.), Business Administration
JP Morgan Chase January 2001 - Present
Education
Marquette University 1998 — 2000
MA, Modern American History
Wisconsin Lutheran College 1994 — 1998
Killen Construction 2005 - Present
JPMorgan Chase 1999 - 2005
JP Morgan Chase 1997 - 1999
JPMorgan Chase 1994 - 1997
Skills
SDLC, Telecommunications, Windows, Troubleshooting, Vendor Management, Risk Management, Banking, Call Center, Testing, Management, ITIL, Requirements Analysis, Quality Assurance, Program Management, Change Management, Analysis, Team Leadership, Operations Management, IT Management, Recruiting, Business Requirements, Requirements Gathering, Project Delivery, Infrastructure, PMO, Training, Software Documentation, User Acceptance Testing, SharePoint, Process Engineering, Data Center, Security, Financial Services, IT Strategy, Business Process..., Governance, PMP, Outsourcing, Leadership, Business Intelligence, Cross-functional Team..., Project Portfolio..., MS Project, Enterprise Architecture, Business Process, Software Project..., Credit Cards, Access, Customer Experience, Call Centers
Education
Marymount College 1984 — 1986
HSBC Bank USA May 2004 - Present
JPMorgan Chase Manhattan Bank 2001 - 2004
JP Morgan Chase 1994 - 2000
Skills
Structured Finance, Capital Markets, Banking, Bonds, Business Development, Credit, Due Diligence, Emerging Markets, Finance, Project Finance, Relationship Management, Securities, Structured Products, CRM, Commercial Banking, Financial Markets, Financial Services, Fixed Income, Investment Banking, Investments, Loans, Management, New Business Development, Product Development, Risk Management, Sales, Securitization, Portfolio Management
Education
Massachusetts College of Art 1975 — 1978
Philosophy and Economics
University of Massachusetts Boston 1975 — 1978
BA, Economics. Philosophy
BlackRock August 2015 - Present
JPMorgan Asset Management September 2013 - Present
GoldenTree Asset Management LP June 2006 - September 2013
JPMorgan Asset Management 1995 - 2006
JP Morgan Chase 1995 - 2006
jp Morgan 1995 - 2006
JPMorgan 1995 - 2006
Skills
Succession Planning, Performance Management, Deferred Compensation, Equities, Employee Relations, Onboarding, Mergers, Recruiting, Talent Acquisition, Human Resources, Employee Engagement, Employee Benefits, Risk Management, Asset Managment, Change Management, Organizational Design, Career Development, Organizational..., Leadership Development, Asset Management, Management, Mergers & Acquisitions, Workforce Planning, Leadership, Personnel Management
Education
Marist College 1982 — 1986
Bachelor of Arts (B.A.), Communication and Media Studies
Pace University
MBA, BUsiness Management
Nationwide Childrens Hospital March 2013 - Present
YMCA November 2009 - March 2014
JP Morgan Chase June 1999 - February 2006
JPMorgan Chase November 1997 - May 1999
JPMorgan Chase January 1996 - November 1997
JPMorgan Chase June 1995 - December 1995
JPMorgan Chase January 1994 - May 1995
JPMorgan Chase June 1992 - December 1993
ManpowerGroup June 1991 - April 1992
Skills
Event Planning, Public Speaking, Microsoft Office, Budgets, Microsoft Word, Childcare, Change Management, Compliance, Databases, Data Entry, Database Administration, Marketing, Nonprofits, Research
Education
Marshall University 1989 — 1991
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Marshall University 1985 — 1991
Bachelor of Business Administration (BBA), Marketing
Universitas Nebrissensis, Madrid Spain 1990 — 1990
Summer program, International Economics and Spanish
JPMorgan Chase March 2014 - Present
JP Morgan Chase September 2010 - Present
SAS February 2009 - September 2010
University of Pennsylvania August 2001 - August 2006
AstraZeneca May 2003 - August 2003
Skills
R, Time Series Analysis, Machine Learning, Matlab, C++, C, Monte Carlo Simulation, Statistical Modeling, SAS, Quantitative Finance, Quantitative Analytics, Statistics, Data Mining, LaTeX, Optimization
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
MS, Finance
University of Pennsylvania - The Wharton School 2001 — 2006
PhD, Statistics
University of Science and Technology of China 1996 — 2001
BS, Mathematics
Mercuria Energy America, Inc October 2014 - Present
JPMorgan Chase January 2013 - October 2014
JPMorgan Chase December 2011 - December 2012
JP Morgan Chase January 2010 - December 2011
JP Morgan Chase November 2007 - January 2010
National Bank of Canada April 2005 - October 2007
Skills
Derivatives, Investment Banking, Commodity, Capital Markets, Parking Lots, Trading Systems, Commodity Markets
Education
McGill University 2002 — 2005
Arts, Economics
RealEC Technologies April 2015 - Present
JP Morgan Chase 1999 - Present
JPMorgan Chase July 1999 - March 2015
Fiserv EFT 1996 - 1998
Skills
Enterprise Architecture, IT Strategy, Program Management, Management, Integration, Requirements Gathering, Process Improvement, Software Project..., Vendor Management, Business Analysis, SDLC, Requirements Analysis, Software Development, Visio, SQL
Education
New York Institute of Technology 2000 — 2003
Master of Science (M.S.), Electrical and Computer Engineering
Marylhurst University 1997 — 1999
MBA, Organizational Development
Clarifi Senior software engineer.JPMorgan Chase2004 - 2006
JP Morgan Chase 2003 - 2006
Skills
Software Development, Algorithms, Software Engineering, Agile Methodologies, Java, Software Design, Scala, SQL, C++, Perl, Distributed Systems, Object Oriented Design, JavaScript, Team Leadership, Spring, XML, Spring Framework
Education
McGill University 1994 — 1998
Bachelor of Arts, Computer Science
AXA Equitable June 2011 - Present
AXA Distributors November 2008 - June 2011
AXA Equitable 2000 - June 2010
JPMorgan Chase September 1998 - June 2000
JP Morgan Chase 1990 - 2000
Education
Mercy College 1996 — 2000
Master of Science, Business Management
Titchfield 1979 — 1984
High School, General
Mercy College
Bachelors of Science, Business Administration
PS228Q & PS149Q - NYC Department of Education October 2010 - Present
Blue Man Productions November 2009 - January 2010
U.S. Department of Commerce, U.S. Census Bureau April 2009 - October 2009
Anti-Defamation League December 2002 - December 2008
Circuit City October 2002 - December 2004
JP Morgan Chase May 1991 - November 2001
Ernst & Young LLP 1989 - 1991
KPMG Peat Marwick 1986 - 1989
Skills
Employee Relations, HRIS, Onboarding, Compensation Planning, Internal Communications, Workforce Planning, HRIS Database Management, Training Management, Human Resources, Personnel Management, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, PeopleSoft, SQL Report Writing, Recruiting, Training, Employee Benefits, Applicant Tracking..., Leadership, Payroll, Deferred Compensation, Policy, Hiring, Temporary Placement, Management, Employment Law, Interviews, New Hire Orientations, Time Management
Education
Kaplan University 2009 — 2011
Masters of Business Administration, Human Resources Management/Personnel Administration, General, GPA: 4.0
Marymount Manhattan College 1989 — 2007
BA, Business Management, Human Resources, GPA: 3.6 (Cum Laude)
St. John's Preparatory School
High School Diploma, Business
JP Morgan Chase Strateic Account ExecutiveBullseyeMay 2009 - Present
Education
Marietta College 1997 — 1999
Freepoint Commodities February 2011 - Present
JP Morgan Chase July 2010 - March 2011
Sempra Energy Trading July 2008 - July 2010
UBS February 2006 - July 2008
UBS February 2004 - February 2006
Goldman Sachs December 1997 - February 2004
Skills
Options, Commodity, Swaps, Trading, Capital Markets, Portfolio Management, Derivatives, Business Development, Robotics, Physics, Fixed Income, Interest Rate..., Electronic Trading, Bloomberg, Hedge Funds, Volatility, Financial Structuring, Commodity Markets, Trading Systems, Hedging, Risk Management, Structured Products
Education
The University of Chicago 1991 — 1997
PhD, Physics
Massachusetts Institute of Technology 1987 — 1991
BS, Physics
JP Morgan Chase November 2003 - Present
Verizon Enterprise Solutions Group July 1996 - December 2002
JPMorgan November 1985 - July 1996
Manufacturers Hanover Trust 1980 - 1985
Skills
Disaster Recovery, IT Strategy, Vendor Management, IT Management, Outsourcing, Program Management, PMP, Enterprise Architecture, ITIL, Business Continuity, SDLC, Business Analysis, Virtualization, Infrastructure, Strategy, Data Warehousing, IT Service Management, Security, Risk Management, Incident Management, Strategic Planning, Change Management, Information Security, Investment Banking, Cloud Computing, Data Center, Governance, IT Operations, Project Portfolio..., PMO
Education
Marist College 1974 — 1978
Bachelor of Arts (B.A.), Computer Science
Pace University - Lubin School of Business
Covance September 2009 - Present
Health Advances June 2008 - September 2009
JP Morgan Chase September 2004 - July 2006
JP Morgan Chase July 2001 - September 2004
Merrill Lynch September 2000 - June 2001
University of Virginia Medical School September 1998 - July 1999
Skills
Strategy, Financial Modeling, Health Economics, Management Consulting, Competitive Analysis, Venture Capital, Data Analysis, Healthcare, Outcomes Research, Market Research, Analytics, Finance, Mergers & Acquisitions, Market Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
MBA
University of Virginia
Bachelor, Economics, with concentration in Finance
JP Morgan Chase July 2010 - Present
RBC Capital Markets October 2008 - September 2010
Bloomberg June 1993 - September 2008
Skills
Hedge Funds, Fixed Income, Financial Markets, Series 7, Bloomberg, Trading, Risk Management, Alternative Investments, Trading Systems, Bonds, Capital Markets, Commodity, Derivatives, Equities, Equity Derivatives, Equity Trading, FX Options, Management, Investment Banking, Market Data, Middle Office, Options, Reference Data, Securities, Swaps, Technical Analysis
Education
Marist College 1989 — 1993
Google April 2015 - Present
Optiquity, Inc. February 2011 - Present
Pivit / BEN (Binary Event Network) June 2014 - November 2014
Morgan Stanley February 2012 - June 2014
Goldman Sachs December 2011 - February 2012
MetLife September 2011 - January 2012
Gamma Burst, Inc September 1997 - January 2011
JP Morgan Chase 2010 - 2011
Equinox 2009 - 2010
MRM Worldwide August 2008 - 2009
Skills
Mobile Applications, Agile Methodologies, Objective-C, Mobile Devices, User Experience, Android, Web Services, PHP, iOS development, iPhone, E-commerce, Linux, Mobile Technology, Product Management, C++, Software Design, Software Development, Git, Perl, Amazon Web Services..., Enterprise Software, Information Architecture, Game Design, Mobile Marketing, Negotiation, DevOps, Product Strategy, Social Networking, Security, Xcode, User Interface Design, Architecture, MySQL, Java, System Architecture, Server Architecture, Databases, CMS, SQL, NoSQL, Entrepreneurship
Education
Wharton School of Business, University of Pennsylvania 1995 — 1997
MBA, Entrepreneurial Management and Finance
Massachusetts Institute of Technology 1987 — 1991
SB, Computer Science and Engineering
JP Morgan Chase 1989 - 2007
JPMorgan Chase 1989 - 2007
Sakura Global Capital 1992 - 1994
Chase Manhattan Bank 1989 - 1992
Sigma Aldrich 1984 - 1988
Skills
Fixed Income, Investment Banking, Hedge Funds, Financial Modeling, Derivatives, Trading Systems, Capital Markets, Bonds, Trading, Interest Rate..., FX Options, Banking, Credit Derivatives, Securities, Financial Markets, Asset Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1988 — 1990
SM, Finance
Sloan MIT 1988 — 1990
SM, Finance
Princeton University 1968 — 1980
Ph.d, Chemistry
7 Seas Group USA December 2007 - Present
JP Morgan Chase June 2008 - January 2015
Turn Blue Consulting January 2015 - 2015
Experian Decision Analytics February 2004 - February 2008
Texas Instruments March 2004 - May 2004
United Insurance Company Inc. May 2003 - May 2004
CVS Caremark Corporation January 2002 - March 2004
NTT/Verio October 2001 - January 2002
Sprint / Ernst & Young (CGEY) 2000 - 2001
Salesdriver.com 1999 - 2000
Skills
Software Project..., SQL, Leadership, Management, Testing, Requirements Analysis, SDLC, Agile Methodologies, Oracle, Quality Center, Team Leadership, Analysis, Business Analysis
Education
Harvard University (HES) 2008 — 2009
Master of Liberal Arts in Information Technology, Information Technology
McMaster University 1995 — 1999
Bachelor of Commerce (B.Com.), Business
New York Life Insurance Company MainStay Investments September 2012 - Present
New York Life July 2008 - Present
OppenheimerFunds April 2001 - July 2008
JP Morgan Chase March 2000 - April 2001
Merrill Lynch 1997 - 2000
ML Life Insurance Company of New York 1997 - 1998
Skills
Series 7, Series 63, Insurance, Mutual Funds, Series 6, Investments, Retirement Planning, Wealth Management, Securities, 401k, Retirement, Fixed Annuities
Education
Merrimack College 1992 — 1996
NetApp February 2008 - Present
Network Appliance 2008 - Present
AllianceBernstein February 2007 - January 2008
Alliance Bernstein 2008 - 2008
JPMorganChase 2000 - 2007
JPMorgan Chase 1991 - 2007
JP Morgan Chase 1983 - 2007
JPMorgan Chase Bank 1983 - 2007
Education
Mercy College 1979 — 1981
BA, Business
High School 1974 — 1976
Soxgroup January 2004 - Present
JP Morgan Chase January 2004 - April 2004
Morgan Stanley Smith Barney February 2000 - May 2000
Education
Massachusetts Institute of Technology
BS, EE/CS
Foreside Financial Group, LLC March 2014 - Present
Lincoln Financial Group September 2013 - March 2014
Gottex Fund Management July 2010 - September 2013
JP Morgan Chase January 2009 - July 2010
JP Morgan Chase January 2006 - December 2008
JPMorgan Chase December 2001 - December 2005
Investors Bank & Trust May 1999 - November 2001
Skills
Fund Of Funds, Alternative Investments, Hedge Funds, Fund Administration, Financial Services, Mutual Funds, Securities, Fund Accounting, Asset Management, Equities
Education
Merrimack College 1995 — 1999
Florida House of Representatives July 2015 - Present
Goodwill Industries of Southwest Florida January 2013 - Present
Sarasota Manatee Human Resources Association December 2012 - Present
HR Insider March 2009 - Present
Volunteer Community Connections February 2015 - Present
Senior Friendship Centers, Inc. June 2012 - February 2015
Service Provider Group 2011 - 2012
Los Angeles Public Library June 2009 - August 2009
JP Morgan Chase October 1997 - March 2009
JPMorgan Chase October 1997 - March 2009
Skills
Employee Benefits, Leadership, Workforce Planning, Talent Management, Onboarding, Talent Acquisition, Succession Planning, Employee Relations, Deferred Compensation, Performance Management, Recruiting, Human Resources, HRIS, Personnel Management, Applicant Tracking..., Organizational..., Interviews, Benefits Administration, Change Management, New Hire Orientations, Hiring, Strategy, Management, Temporary Placement, Conflict Resolution, Performance Appraisal, Sourcing, Employee Engagement, Compensation & Benefit, Program Management, College Recruiting, Strategic Planning, Team Building, Leadership Development, Executive Management, Customer Service, Consulting, Training, Coaching, Budgets, Mentoring
Education
Marymount Manhattan College
B.A, Political Science
US Bank Home Mortgages 2015 - Present
Nationstar Mortgage March 2010 - June 2015
JP Morgan Chase June 2003 - February 2010
Skills
Compliance, Default, Vendor Management, Operations Management, Analysis, Strategic Planning, Insurance, Process Engineering, Loan Servicing, Mortgage Servicing, Process Improvement, Loss Mitigation, Banking, Risk Management, Loans, Mortgage Banking
Education
Marquette University 2005 — 2007
Master of Business Administration, Business Administration
St. Norbert College 1997 — 2001
Bachelor of Business Administration
New Miami School District August 2007 - Present
JP Morgan Chase December 1994 - June 2007
Hills Department Stores August 1977 - May 1994
Skills
Strategic Planning, Coaching, Team Building, Leadership Development, Customer Service, Process Improvement, Retail, Change Management, Sales Management, Budgets, Microsoft Office, Training, Performance Management, Leadership, Team Leadership, Operations Management, Management, Sales
Education
Mansfield University of Pennsylvania 1973 — 1977
Bachelor of Arts (BA), Business Administration and Management, General
Zearn February 2012 - Present
Bain & Company July 2008 - February 2012
MSC Industrial Supply March 2010 - September 2010
Goldman Sachs June 2007 - August 2007
JP Morgan Chase January 2007 - February 2007
Weiss Asset Management January 2005 - October 2005
Skills
Strategy, Financial Modeling, Competitive Analysis, Analytics, Segmentation, Valuation, Business Strategy, Management Consulting, Mergers, Strategic Consulting, Market Research, Pricing, Business Development, Corporate Finance, Business Planning, Data Analysis, Strategic Planning, Financial Analysis, Product Management, Due Diligence, Analysis, Business Analysis, Corporate Development, Start-ups
Education
Massachusetts Institute of Technology 2004 — 2008
BS, Economics, Physics
JP Morgan Chase July 2005 - Present
American Electric Power 2002 - 2005
Forsythe Technology Group 1998 - 2000
Victoria's Secret 1991 - 1998
Andersen Consulting 1988 - 1991
Skills
Data Warehousing, ETL, Informatica, Data Modeling, Business Objects, Business Intelligence, SDLC, Erwin, Ab Initio, Enterprise Architecture, Business Analysis, Data Warehouse..., Solution Architecture, Dimensional Modeling, Data Integration, Oracle, Requirements Analysis, Databases
Education
The Ohio State University Fisher College of Business 1986 — 1988
MBA, Operations Management/Marketing
Marietta College 1981 — 1985
BS, Petroleum Engineering
Barclays Bank January 2012 - Present
Access Group June 2010 - January 2012
International Reading Association December 2008 - July 2010
JP Morgan Chase May 2002 - December 2008
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2007
MBA, MBA
Maulana Azad National Institute of Technology
Bachelor of Science (BS), Computer Science
Work Market June 2012 - May 2014
First Manhattan Consulting Group April 2011 - May 2012
Barclays Capital July 2009 - March 2011
Lehman Brothers June 2008 - July 2008
JP Morgan Chase January 2008 - February 2008
Skills
Business Strategy, Management Consulting, Analytics, Product Management, Analysis, Data Analysis, User Experience, Mathematics, Economics, Excel, Databases, Statistics, PowerPoint, SQL, User Interface
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Massachusetts Institute of Technology 2005 — 2009
B.S, Mathematics and Management Science
Nease High School 2005 — 2009
London School of Economics and Political Science 2008 — 2008
JP Morgan Chase
Skills
Banking, PMO, Business Analysis, Requirements Analysis, Financial Analysis, Risk Management, SDLC, Portfolio Management, Process Improvement, Vendor Management, Project Portfolio..., Treasury Services, Business Process..., PMP, Financial Services
Education
Marquette University 1970 — 1974
B.S Business Administration, Finance, Marketing
Nationstar Mortgage Retail September 2012 - May 2015
Wells Fargo Home Mortgage October 2011 - August 2012
JP Morgan Chase December 2008 - October 2011
Eagle Nationwide Mortgage Company March 2008 - November 2008
Mi Casa Mortgage, LLC September 2004 - March 2008
Countrywide Home Loans November 2003 - September 2004
Argent Mortgage, LLC March 2002 - November 2003
Bank of Yorba Linda 2001 - 2002
The Associates January 1999 - January 2000
CIT August 1985 - November 1989
Skills
Mortgage Lending, Mortgage Banking, Loans, Credit, Underwriting, Loan Origination, Credit Analysis, Refinance, Banking, FHA, Residential Mortgages, Financial Analysis, Real Estate, Loan Servicing, Loss Mitigation, Commercial Banking, Credit Risk, Risk Management, Sales Management, Portfolio Management, Commercial Lending, Construction Loans, Credit Cards, FHA financing, Finance, Financial Services, Financial Risk, Funding, Investment Properties, Investments, Management, Mortgage Servicing, Mortgage Underwriting, Real Estate Economics, Real Estate Financing, Relationship Management, Retail Banking, Sales, Small Business Lending, Training, USDA, Financial Structuring, VA loans, Due Diligence, CRM, Commercial Mortgages, Consumer Lending, Reverse Mortgages, Government Loans, VA Loans
Education
The CIT Group/Manufactures Hanover Bank and Trust 1985 — 1989
Formal Bank Credit Training Program, Business Analysis, Pass
McNeese State University 1980 — 1981
No, Accounting/Finance
McNeese State University 1980 — 1981
Accounting and Finance
Wells Fargo July 2002 - Present
SunTrust Bank July 2001 - July 2002
JP Morgan Chase June 2000 - January 2001
Adecco February 1998 - June 2000
Skills
Recruiting, Banking, Talent Acquisition, Talent Management, Human Resources, Sourcing, Financial Services, Interviews, Executive Search, Employee Relations, Applicant Tracking..., Management, Training, Technical Recruiting, Performance Management, Customer Service, Relationship Management, Coaching, Contract Recruitment, Leadership, Resume Writing
Education
University of Nottingham 1993 — 1993
Stetson University 1991 — 1993
B.S., Mathematics
Meredith College 1989 — 1991
Northwestern Mutual 2004 - Present
JP Morgan Chase June 1983 - February 2004
Education
The American College 2005 — 2010
CLU, Chartered Life Underwriter
Marquette University 1984 — 1989
MBA, Business Management
University of Wisconsin - Parkside 1976 — 1982
BA, Business Management, Finance
St. Catherine's High School
Stewart Title February 2015 - Present
TruWest Credit Union November 2012 - February 2015
JP Morgan Chase May 2011 - November 2012
Marix Servicing June 2008 - May 2011
Capital Title Agency May 2005 - January 2008
Countrywide Home Loans 2008 - 2008
Ryland Homes 2002 - 2005
Wells Fargo Home Mortgage January 2001 - January 2002
Skills
Foreclosures, REO, Loans, Sellers, Real Estate, Asset Management, Property, Title Insurance, Notary Public, Real Property, Mortgage Lending, FHA, Loan Origination, Escrow, Mortgage Banking, Refinance, Real Estate Transactions, Residential Mortgages, Short Sales, Investment Properties, Loss Mitigation, Portfolio Management, Condos, Credit Analysis, Investments, Banking, Real Estate Financing, Asset, Single Family Homes, Mortgage Servicing, Commercial Real Estate, Brokerage, Disposition, Default, Property Management, Appraisals, Residential Homes, Underwriting, First Time Home Buyers, Finance, Loan Servicing, Buyers, Funding, Outlook, Credit, HUD, Investors, Selling, USDA, Loan Modifications
Education
Mesa Community College 1998 — 1999
Graphic Design
Pima Community College 1996 — 1998
Graphic Design
Wells Fargo February 2014 - Present
JP Morgan Chase January 2006 - February 2014
Waukesha County February 1992 - January 2006
Village of Shorewood October 1988 - January 1992
Skills
Treasury Services, Structured Investments
Education
University of Wisconsin-Milwaukee - School of Business Administration 1985 — 1987
Marquette University 1982 — 1985
JP Morgan Chase February 2001 - Present
Bank One September 1997 - January 2001
Central Benefits 1986 - 1997
Skills
SDLC, Business Analysis, Requirements Analysis, Process Improvement, Project Management, Requirements Gathering, Banking, PMO, Vendor Management, Visio
Education
Marshall University 1982 — 1985
BS, Mathematics
JP Morgan Chase June 2008 - March 2009
Bear Stearns May 2002 - June 2008
Education
Mercy College 1997 — 2001
BS, International Business
KeyBank January 2015 - Present
KeyBank February 2013 - Present
Citibank, N.A. February 2011 - February 2013
JP Morgan Chase March 2009 - February 2011
Webster Bank November 2004 - September 2008
Citibank April 2000 - November 2004
Skills
Series 6, mutual funds, Life & Health Insurance, Licensing, consultant, Mutual Funds, Retail Banking, Investments, Portfolio Management, Banking, Finance, Credit, Mortgage Lending, Commercial Banking, Financial Services, Leadership, Relationship Management, Branch Banking, Customer Service, Commercial Lending, Sales Management, Loans, Strategy, Wealth Management, Cash Management, CRM, Strategic Financial..., Coaching, Insurance, Sales, Small Business, Credit Analysis, Credit Cards, Consumer Lending, Securities, Branch Management, Business Development, Sales Process, Management, Cross Selling, Team Building, Series 7, Small Business Lending, Series 63, Lines Of Credit, New Business Development, Private Banking, Commercial Mortgages, Credit Risk, Loan Origination
Education
Mercy College 1992 — 1995
B.S., Public Accounting
New York University 1980 — 1982
Bachelor's degree, liberal arts
JPMorgan Chase October 2012 - Present
JPMorgan Chase August 2011 - October 2012
JP Morgan Chase July 2010 - August 2011
The Bank of New York Mellon June 2009 - August 2009
Skills
Derivatives, Microsoft Office, Bloomberg, Public Speaking, Microsoft Excel, PowerPoint, Social Media
Education
Marist College 2006 — 2010
B.S., Business - Finance
Emerald Financial Resources MassMutual Financial Group January 2013 - Present
Emerald Financial Group January 2013 - Present
New York Life Insurance December 2006 - June 2012
JP Morgan Chase July 1986 - July 2004
Skills
Strategy, Integration, Six Sigma, Finance, Retirement Planning, Strategic Financial..., Fixed Annuities, Retirement, Investments
Education
Marymount University 1979 — 1984
BBS, Business Administration
Marymount University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Webster Bank November 2011 - Present
Webster Bank September 2011 - Present
Webster Bank February 2008 - October 2011
JP Morgan Chase October 2000 - February 2008
Skills
Banking, Loans, Small Business Lending, Consumer Lending, Commercial Banking, Retail Banking
Education
Mercy College
Associates, Finance
Bank of America 2010 - Present
World Economic Forum 2009 - 2010
HSBC 2006 - 2007
Standard Chartered Bank 2005 - 2006
JP Morgan Chase 2002 - 2006
The Boston Consulting Group 1997 - 2002
Boeing 1985 - 1988
Skills
Banking, Leadership, Portfolio Management, Research, Risk Management, Credit, Strategy
Education
Massachusetts Institute of Technology 1986 — 1993
Doctor of Philosophy (Ph.D.), Aerospace, Aeronautical and Astronautical Engineering
CrossPurpose November 2014 - Present
Providence Bible Church January 2013 - Present
A Strong Tower Ministry November 2012 - December 2014
Manual High School August 2013 - January 2014
A Strong Tower Ministry March 2012 - October 2012
JPMorgan Chase January 2011 - March 2012
JPMorgan Chase July 2006 - January 2011
JP Morgan Chase May 2005 - July 2006
JP Morgan Chase October 2003 - May 2005
Thomson-Stracke Implement August 1999 - August 2003
Skills
Human Resources, FICA, Non-profit..., Banking, Customer Service, Consumer Lending, Leadership, Credit, Management, Customer Relations, Public Speaking, Retail Banking, Microsoft Office, Microsoft Excel, Branch Management, Team Building, Financial Analysis, Sales, Loan Servicing, Credit Cards, Strategic Planning, Compliance, Small Business Lending, Banking Operations, Credit Analysis, Loans
Education
Maranatha Baptist Bible College 1994 — 1998
BS, Business Management, 3.217
Goshen High School 1990 — 1994
JP Morgan Chase July 2010 - Present
JP Morgan Chase June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Customer Service, Research, Requirements Gathering, SharePoint, Business Requirements, Cisco Telepresence, Network Engineering, Network Administration, Smartboard, Scala, Digital Media, Digital Signage, Streaming Media, Software Documentation
Education
New Jersey Institute of Technology 2008 — 2010
Bachelor of Science (B.S.), Engineering Technology, General
Mercer County Community College 2005 — 2008
Associate of Science (A.S.), Computer Technology/Computer Systems Technology
JPMorgan Chase 2004 - 2007
JP Morgan Chase 2000 - 2004
First Chicago NBD, Bank One 1986 - 2000
Education
St. Xavier University 1988 — 1992
Master of Business Administration (MBA), International Business, 4.0
McGill University 1980 — 1983
Bachelor of Commerce (B.Com.), Finance/International Business
Westchester Arc January 2010 - Present
JP Morgan Chase May 1992 - June 2006
Education
Mercy College 1982 — 1984
BS in Busines Admin, Business Mgt
State Farm February 2015 - Present
State Farm October 2014 - Present
State Farm June 2012 - October 2014
JP Morgan Chase November 2009 - June 2012
Lake Charles Toyota January 2009 - November 2009
Actions Video Production 2003 - 2009
Throne of Grace Fellowship February 2008 - October 2008
Skills
Excel, Photoshop, Illustrator, Microsoft Office 2007, Outlook, Sales, Life Insurance, Financial Services, Banking, Investments, Dreamweaver, Editing, Event Planning, Management, Microsoft Excel, PowerPoint, Public Relations, Social Networking, Microsoft Office, Strategic Planning, Team Building, Customer Service, Leadership, Budgets
Education
McNeese State University 2003 — 2007
Bachelors, Communications
JPMorgan Chase October 2013 - Present
JP Morgan Chase November 2007 - October 2013
Nelnet Business Solutions December 2003 - October 2007
DaimlerChrysler Financial Services June 2000 - November 2003
Skills
Process Improvement, Risk Management, Customer Service, Finance, Credit, Operations Management, Staff Development, Sales Support Tools, Workflow Management, Compliance, Quality Control, Retail Banking, Banking, Leadership, Management, Project Management, Auditing
Education
National-Louis University 2002 — 2005
Master, MBA
McKendree College 1998 — 2000
Business Administration and Management, General
Wells Fargo August 2014 - Present
JP Morgan Chase March 2010 - August 2014
Lehman Brothers-BNC Mortgage April 2006 - September 2007
BNC Mortgage April 2005 - August 2007
Aegis Mortgage Corporation September 2003 - March 2006
NIKE, INC November 1998 - September 2003
Emigrant Bank December 2002 - August 2003
Skills
Mortgage Lending, Loan Origination, Banking, Mortgage Banking, Management, Underwriting, FHA, Sales, Loans, Investments, Residential Mortgages, Credit Analysis, Strategy, Credit, Commercial Mortgages, Marketing, Marketing Strategy, Process Improvement, Refinance, Lead Generation, Customer Service, Business Planning, Sales Management, FHA Financing
Education
Marist College 1994 — 1998
BS, Fashion Merchandising
Marist College 1994 — 1998
Bachelor of Science
PARIS FASHION INSTITUTE 1995 — 1996
SIGA Technologies June 2013 - Present
Novo Nordisk Inc. January 2013 - May 2013
Novo Nordisk Inc. October 2011 - December 2012
Novo Nordisk A/S September 2010 - September 2011
JP Morgan Chase June 2008 - August 2008
VinaCapital June 2007 - August 2007
Skills
Business Development, Strategic Financial..., Corporate Finance, Pharmaceutical Industry, Healthcare, Financial Modeling, Financial Analysis, Investments, Due Diligence, Microsoft Excel,..., Business Strategy, Finance, Analysis, SAP
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2010
Master, Finance
Princeton University 2005 — 2009
BSE, Operations Research & Financial Engineering
JPMorgan Chase & Co. June 2014 - Present
JPMorgan Chase & Co. May 2010 - June 2014
JP Morgan Chase November 2007 - May 2010
Citi August 2004 - November 2007
Wachovia Securities Financial Network January 2001 - July 2004
JPMorgan Chase & Co. January 1998 - January 2001
Skills
Business Analysis, Process Improvement, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Project Management, Regression Testing, SDLC, Vendor Management, Microsoft Office, Banking, Management
Education
Marymount University 1993 — 1995
Master's Degree, Management Information Systems and Services
University of North Carolina at Charlotte 1989 — 1993
Bachelor's Degree, Computer Science
Cornell University via eCornell
Managing Dynamic Teams
AT&T February 2013 - Present
FA Juarez's Enterprises LLC DBA: Don Jose Mexican Restaurant 2006 - Present
AT&T March 2008 - January 2013
Washington Mutual 2006 - 2008
WaMu 2006 - 2008
JP Morgan Chase 1998 - 2006
Bank of America 1992 - 1998
United States Marine Corps 1986 - 1991
Skills
Compliance, Risk, SOX, Process Improvement, Risk Assessment, Risk Management, Financial Analysis, Internal Audit, Process Engineering, Forecasting, Financial Reporting, Banking, Budgeting, Change Management, Problem Solving, Business Process..., IT Audit, Access, Variance Analysis, Strategic Planning, Vendor Management, Internal Controls, Call Center, Auditing, Budgets, Call Centers, Executive Management, Finance, Financial Risk, Management, Sarbanes-Oxley Act, Team Building
Education
University of Phoenix 2000 — 2002
Masters, Technology Management
University of Phoenix 1999 — 2000
MBA
University of Phoenix 1995 — 1998
BS, Business Management
Mesa Community College 1991 — 1994
JPMorgan Chase November 2013 - Present
JP Morgan Chase September 2012 - November 2013
JPMorgan Chase February 2010 - September 2012
JPMorgan Chase March 2008 - February 2010
JPMorgan Chase March 2006 - March 2008
New York Life Insurance Company September 2005 - February 2006
Skills
Customer Service, Team Building, Training, Sales Management, Sales, 401k, Loans, Consumer Lending, Retail Banking, Banking, Branch Management, Leadership, Time Management, Branch Banking, Customer Satisfaction, Finance, Management
Education
Marquette University 1998 — 2002
Bachelors, Communications Major (Jour)
Morgan Stanley August 2011 - Present
Black River Asset Management February 2008 - June 2011
JP Morgan Chase 2005 - 2007
Skills
Corporate Finance, Fixed Income, Trading, Investment Banking, Credit, Emerging Markets, Valuation, Private Equity, Equities, Latin America, Capital Markets, Venture Capital, Due Diligence, Bloomberg
Education
Massachusetts Institute of Technology - Sloan School of Management 2003 — 2005
MBA
JPMorgan Chase July 2011 - Present
The Collaboratory, Messiah College August 2009 - May 2011
Messiah College August 2008 - May 2011
HOPE International September 2010 - December 2010
JP Morgan Chase June 2010 - August 2010
Education
Messiah College 2007 — 2011
Bachelors of Science, Marketing
University of Gloucestershire 2009 — 2009
Marketing
JP Morgan Chase June 2009 - August 2009
Education
Marist College 2006 — 2010
Economics
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2011 - Present
Quadrant 4 Systems Corporation July 2006 - Present
JD Power and Associates - The McGraw-hill Companies July 2010 - May 2011
UPS July 2006 - May 2010
JP Morgan Chase March 2002 - May 2006
Pinkerton Computer Consultants February 1999 - March 2002
Chase Manhattan Corporation February 1999 - March 2002
Skills
Windows Server, Servers, Data Center, Disaster Recovery, Operating Systems, Software Documentation, SCCM, Windows 7, XP, Troubleshooting, Software Installation, Powershell, VBScript, MSI Packaging, Windows XP, Help Desk Support, Integration, System Deployment
Education
Mapua Institute of Technology 1988 — 1993
Bachelor of Science, Electronics and Communications Engineer
Technical Professionals Group April 2010 - Present
Modern Solutions LLC 2009 - 2010
Green Tree Servicing January 2008 - January 2009
JP Morgan Chase 1993 - 2000
Education
Mesa Community College 1990 — 1992
JPMorgan Chase January 2012 - Present
JP Morgan Chase July 2004 - January 2012
Engentech March 2002 - July 2004
Server Side Systems December 2000 - March 2002
Skills
LoadRunner, Performance Engineering, Performance Testing, Quality Center, Performance Tuning, Unix, SQL, Java, Solaris, Websphere, SiteScope, SQL Server, Load Testing, Windows, Test Planning, AIX, Testing
Education
Marshall University 1994 — 1999
BA, Management Information Systems
HELP USA June 2008 - Present
Program Develop Services December 2004 - September 2007
JP Morgan Chase April 1999 - August 2004
Skills
Case Managment, Crisis Intervention, Program Development, Community Outreach, Mental Health, Motivational..., Group Therapy, Nonprofits, Adolescents, Youth Development, Volunteer Management, Psychotherapy, Grant Writing, Fundraising
Education
Mercy College 2009 — 2014
Master's degree, Mental Health Counseling/Counselor
Monroe College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Health Services Administration
JP Morgan Chase December 2008 - Present
Coit Services January 2007 - December 2007
Education
Dobson High School 2002 — 2005
Mesa Community College
Art/Art Studies, General
JP Morgan Chase March 2008 - February 2012
Skills
Banking, Portfolio Management, Mortgage Lending, Credit, Loans, Credit Analysis, Loan Origination, Commercial Lending, Consumer Lending, Microsoft Excel, Sales
Education
Mesa Community College 2012 — 2014
Associate of Arts (AA), Business/Commerce, General
Mesa Community College 2012 — 2014
Associate of Arts (A.A.), Art/Art Studies, General, 3.6
Mesa Community College 2012 — 2014
Associate's degree, General Studies, 3.6
JP Morgan Chase September 2011 - Present
Education
Marist College 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Casella Waste Systems April 2013 - March 2014
E.R. Quinn Co. 2008 - 2011
JP Morgan Chase 2006 - 2008
Skills
Loans, Leadership, Customer Service, Insurance, Process Improvement, Sales, Real Estate, Team Leadership, Credit Analysis, Online Advertising, Sales Operations, Training
Education
Hofstra University 1999 — 2003
Bachelor of Arts (B.A.)
Marist College
JP Morgan Chase Executive Director - Application Development ManagerChase Wealth Managment2008 - Present
Bear Stearns & Company 1993 - 2007
Skills
Direction of Mission..., Leadership, Mentoring, Training, Team Leadership, Continuos Process..., Risk Management, Strategic Planning, Technology Architecture, Global Business, Competitive Analysis, Product and Program..., Product and Program..., Enterprise Architecture
Education
Massachusetts Institute of Technology
Bachelors Degree Electrical Engineering